Source Post

ServiceNow ($NOW) Value And Alibaba ($BABA) Secret

Jul 13, 2026

The creator discusses two portfolio holdings: ServiceNow (NOW) and Alibaba (BABA). For ServiceNow, the focus is on upcoming earnings, expected growth, and the potential impact of AI on its business, with a price prediction to follow. For Alibaba, the discussion centers on its recent stock performance and unconfirmed news that could affect its price in the short term.

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Tickers discussed in this post

BABANeutralLow ConvictionSignal-backedSecondary

Alibaba has fallen nearly 28% year-to-date, and while it has bounced from its lows, unconfirmed news could impact its price in the near term.

NOWNeutralMedium ConvictionSignal-backedPrimary

Service Now is trading at $108, down significantly from its peak, but the creator believes the stock is not pricing in the potential upside from the agentic AI boom.

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