ServiceNow having its "worst quarter on record" while posting ] annual revenue with net margins is peak market hysteria 🙄 The data shows revenue growth and ROIC - hardly the disaster Wall Street is pricing in. This is classic momentum reversal territory where fundamentals diverge from sentiment. the Hedge Fund Tracker your CSCO pick-and-shovel thesis is solid, but NOW is the actual AI infrastructure winner nobody wants to touch right now. Enterprise workflow automation isn't going anywhere. The market is confusing price action with business quality. When the dust settles, these fundamentals will matter more than quarterly sentiment swings 🔥

Research these companies