Service Now is presented as an early success story for AI implementation, routing IT tickets and offering AI features with a high gross margin, but the creator questions if there are enough such companies to absorb current market capital.
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The creator discusses the AI bubble, noting that continued hype and growth have been based on infrastructur...
Jul 3, 2026
The creator discusses the AI bubble, noting that continued hype and growth have been based on infrastructure build-out. She highlights Nvidia and Micron's strong performance but questions if there are enough companies like Service Now to absorb the capital in chip stocks, or if this transition gives investors an excuse to sell. She also touches on the risk of interest rate hikes and the potential for a market downturn similar to 2022, preparing a plan for such a scenario.
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Micron has experienced a blow-off the ceiling performance, but the creator is watching for a potential pullback if capex guidance is reduced.
Nvidia has seen a blow-off the ceiling performance quarter-over-quarter, but the creator is watching for a potential pullback if hyperscalers lower capex guidance.
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