说话者对ServiceNow当前价位的股票并不感到兴奋。
逐段跳播
Bath在0.92，ServiceNow在153.92。Aya 1.53，我有意图在0.9，Axon 2.1。2.19。你说Intuit什么？我已经忘了。我不想写错然后被训斥。
0.9。你知道，Snow是这里的异常，不是吗？所以，Snow在这个疯狂的评估中是异常。但奇怪的是，这些公司赚了很多钱，它们却因为恐惧、缺乏利润率或人们认为泡沫结束而受到惩罚。我唯一能猜的是。
你知道，当我们看这里的图表时。有一种恐惧，即这种编程转变可能不会持续。所以，你知道，我想如果我看这个，我仍然喜欢我的观点，我的结论是我仍然喜欢现在的软件。但在某个时候，设备将变得极其便宜，以至于它们将再次成为新的机会。
嗯，还没有。也许我们需要一个“Anthropic撤退”。好的。我的意思是，戴尔做得很好，但你也有分裂的风险，对吧？此外，关于设备，这就是分裂风险的来源。我们之前谈过这里分裂的风险，即人工智能和前沿推理增长放缓，而低利润的机构推理爆发。
这可能是市场试图探索的，我不知道。如果。我的观点仍然是软件真的很有趣。Snowflake真的很贵。在某个时候，硬件变得更可取，但软件很棒。我仍然相信在第三和第四季度触底仍然可能。
像Palantir这样的低谷是可以利用的。在我看来。
Bath at 0.92, ServiceNow at 153.92. Aya 1.53, I have an intention at. 0.9 , Axon 2.1. 2.19. What did you say about Intuit? I had already forgotten. I don't want to write it incorrectly and then get reprimanded. 0.9. You know, Snow is the anomaly here, isn't he ? So, Snow is the anomaly in this insane assessment. But it's strange because these companies are making really good money , and they're being punished either because of fear, lack of margins, or because people think the bubble is over. The only thing I can guess is. You know, when we look at this graph we have here. There is a fear that this shift in programming may not last. So, you know, I think if I look at this, I still like my opinion, and my conclusion is that I still like software right now. But at some point, devices will become ridiculously cheap , to the point that they will once again become the new opportunity. Hmm, not yet. Perhaps we need an " anthropic retreat". Good. I mean , Dell is doing well, but you also have the risk of splitting, right? Also, with regard to devices, this is where the risks of division come from. We've talked before about the risk of splitting here, where AI and frontier inference growth slows, while low-margin institutional inference explodes. This may be what the markets are trying to explore, I don't know. if . My opinion remains that the software is really interesting. Snowflakes are really expensive. At some point, hardware becomes more desirable, but software is great. I still believe that reaching the bottom in the third and fourth quarters is still possible. And depressions like Balantir are exploitable. In my opinion.
因此，我的观点是，软件已经经历了销售高峰期，我仍然相信它仍处于相对销售高峰状态，例如Salesforce和ServiceNow，对于那些对ServiceNow感兴趣的人。我对ServiceNow在这里不太兴奋。
我会快速解释，这样大家就不会一直问我为什么不喜欢ServiceNow。哦，天哪，我不知道为什么每个人都一直问我ServiceNow，但似乎很多人喜欢它。我不喜欢ServiceNow的原因是我为课程成员写了这个。
Therefore, my view is that the software has gone through a peak sales period, and I still believe it is still in a relative peak sales state, such as Salesforce and ServiceNow for those interested in ServiceNow. I'm not very excited about ServiceNow here. I'll explain it quickly so everyone doesn't keep asking me why I don't like ServiceNow. Oh my God, I don't know why everyone keeps asking me about ServiceNow, but it seems like a lot of people love it. The reason I didn't like ServiceNow is that I wrote this for course members.
我不喜欢ServiceNow的原因是我为课程成员写了这个。所以我将切换到股票标签。我会写Salesforce。
The reason I didn't like ServiceNow is that I wrote this for course members . So I'll just switch to the stocks tab. I will write Salesforce.
啊，ServiceNow。如果你往下走，它在哪里？她在哪里？她在哪里？她在哪里？在这里。其中一张纸条在这里。
Ah, ServiceNow. If you go down, where is it? Where is she? Where is she? Where is she ? Here it is. One of these notes is here.
啊，这是关于软件、ServiceNow和UiPath的简要总结。
Ah, that's the brief summary of what the software, ServiceNow and UiPath, are about.
这个频道对 $NOW 的历次判断
Meet Kevin 在这只股票上共 2 条判断，这里只列相邻的几条。