Source Post

The creator discusses their recent portfolio additions, focusing on two new positions in the software secto...

Mo InvestsMay 16, 2026

The creator discusses their recent portfolio additions, focusing on two new positions in the software sector: the iShares Expanded Tech-Software Sector ETF (IGV) and ServiceNow (NOW). They highlight the potential undervaluation and strong fundamentals of both, despite recent market volatility.

Linked Mentions

Tickers discussed in this post

CRMNeutralLow ConvictionSignal-backedSecondary

The creator mentions Salesforce as another stock they are watching in the software sector, indicating ongoing interest.

NOWBullishHigh ConvictionSignal-backedPrimary

The creator bought 50 shares of ServiceNow, citing its disconnected valuation from growth rates, strong moat in enterprise software, and recent revenue acceleration.

XPBullishMedium ConvictionSignal-backedPrimary

The creator bought $3,000 worth of the IGV ETF, seeing it as an undervalued quality ETF with great potential for long-term holding.

Linked Signals

Tracked calls opened from this post

NOW
buy opened May 16, 2026
+3.44%