Google is mentioned briefly.
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ServiceNow ($NOW) Inflection Point
The creator discusses the potential impact of AI on businesses, focusing on ServiceNow and Salesforce as companies developing AI agents that can utilize existing software tools to complete tasks. The creator believes ServiceNow has significant growth potential and has experienced a notable price drop, making it an interesting investment opportunity.
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AMD has potential to gain market share from Nvidia and could reach $300-$350.
Microsoft is mentioned as a logical company to create AI for businesses.
Adobe could potentially integrate agentic AI to help users better utilize its software.
Nvidia's role in providing GPUs for AI infrastructure is acknowledged as foundational.
Salesforce is mentioned as a player in agentic AI that could benefit from tool utilization.
ServiceNow is a buy due to its growth potential and recent significant price drop, driven by AI agent integration.
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