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@CarsonTalkMoney
I bought some more today :)
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@Mr_Derivativesposted on X
$NOW The CEO recently bought $3M worth of stock at $104. So here at $84 you will be fine. Got your basis 20% below his so I alway “feel” good when I’m ahead of the insiders. And yes, wheeling it is not such a bad idea. https://t.co/QN3DEwn0wF
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Community Sentiment Analysis
Real-time analysis of public opinion and engagement
Sentiment Distribution
85% Engaged
59% Positive
26% Negative
Positive
59%
Negative
26%
Neutral
15%
Key Takeaways
What the community is saying — both sides
Supporting
1
Active accumulation:
Several replies report buying more shares or nibbling in with small lots — participants are increasing exposure now rather than waiting.
2
Wheel / covered-call play:
Many plan to “wheel” (sell puts, take assignment, write covered calls); some express frustration at capturing only small profits when the stock spikes.
3
Fundamentals justify buying:
Posters point to the company’s 22% topline growth and linked deep-dive as reason to treat $NOW as a buy.
4
Insider and technical signals:
The CEO’s $104 insider purchase and the stock’s 200‑day moving average are cited as key levels; buying near $84 is framed as ~20% below insider basis and a lower-risk entry.
5
Share-repurchase support:
Replies note $4B remaining in the buyback program and expect the company to “hit the buy button,” implying buybacks will prop the share price.
6
Social momentum / FOMO:
Short replies like “LFG,” calls for influencers to join, and congratulatory tones show excitement and a herd-driven eagerness to pile into the trade.
Opposing
1
Insider advantage can fail
being ahead of insiders doesn't help when a whole sector rolls over.
2
Valuation and execution risk
even with an estimated in revenue, the CTO leaving for Anthropic and the specter of AI crushing software valuations make a 45x E price vulnerable to compression toward 20x E.
3
Contrarian bullish on Adobe
$ADBE is viewed as oversold, punished by $NOW sympathy rather than company fundamentals.
4
Corporate-action downside
if buybacks fail to prop the stock up, layoffs are expected as a likely next step.
5
Nike skepticism
insider buying by the CEO hasn’t stopped the slide; commenters expect the stock to keep falling (comments even ask “Why not $75?”).
Top Reactions
Most popular replies, ranked by engagement
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@tomstockslab
And they have a remaining 4B from the share repurchase program. They will hit the buy button soon
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@Mktrhythms
Insider buying at $104 now serves as a key resistance level. The CEO's purchase price is also where the stock's 200-day moving average is hovering. Buying at $84 puts you 20% below the insider's basis but also closer to the lower end of the recent range.
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364
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@unnatural78
I like $ADBE here. Down way too much in $NOW sympathy
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@CertaTrades
being ahead of insider doesn't protect you if the whole sector rolls over
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@CypherdC
They *might* earn $2B this year. Their CTO recently jumped ship to join Anthropic. If you want to buy it at 45x E with the ever present risk/perception that AI will crush all software businesses, go for it. I expect it to trade closer to 20x E before it actually bottoms.
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