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I bought into $NOW & $CRM. Both of these companies aren’t dying because of ai, but profiting. I’m bullish o...

JohnnyliApr 17, 2026

The creator identifies two AI software companies, ServiceNow (NOW) and Salesforce (CRM), as undervalued buys. Despite concerns about AI disrupting the software industry, the creator argues these companies are leveraging AI to grow and have strong moats, making them attractive investments.

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Tickers discussed in this post

CRMBullishHigh ConvictionSignal-backedPrimary

Salesforce (CRM) is a buy, with its AI agent platform 'Agentforce' generating $800M in ARR and growing at 169%, indicating strong revenue growth and expanding margins.

NOWBullishHigh ConvictionSignal-backedPrimary

ServiceNow (NOW) is a buy due to its strong AI suite, 'Now Assist,' which has achieved $600M in ACV and is on track for $1B, coupled with a high customer retention rate and Fortune 500 adoption.

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Tracked calls opened from this post

NOW
buy opened Apr 17, 2026
+32.06%
CRM
buy opened Apr 17, 2026
-3.20%