Salesforce is mentioned as a stock that Jeremy Financial Education loaded up on after selling Adobe.
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Is ServiceNow Truly UNDERVALUED?
Value InvestorMay 27, 2026
The creator is analyzing ServiceNow (NOW) to determine if it's undervalued, discussing its business model, financials, and market position. They also mention considering selling AMD due to significant gains and a perceived bubble in AI stocks.
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The creator disagrees with selling Adobe, citing its strong switching costs and established position among creative professionals.
ServiceNow is presented as a potentially undervalued AI-powered workflow automation platform serving large enterprises with high switching costs.
The creator is considering selling AMD, having achieved a 6x return in one year and believing the current valuation is unsustainable and potentially a bubble.
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AMD
sell opened May 27, 2026
-5.25%