NOW
ServiceNow, Inc. Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
Price
Today
Users
Total
NOW Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
"WHY WONT THE MARKET GO UP!! I ANNOUNCED A THING! I TACO'ED AGAIN WHY WOULDNT IT PUMP AGAIN? WE RELE...
"WHY WONT THE MARKET GO UP!! I ANNOUNCED A THING! I TACO'ED AGAIN WHY WOULDNT IT PUMP AGAIN? WE RELEASE THE BEST FAKE NUMBERS AND THIS CROOKED JOE BIDEN MARKET JUST GOES DOWN. SOMEONE GO THREATEN JEROME'S BOYFRIEND AGAIN, MAKE HIM TURN THE PRINTER ON RIGHT NOW" \- The mango that cried tariff after his 27th consecutive taco.
DD: Vishay Precision Group - A Once in a Generation Opportunity in Humanoids
# TL;DR - This Could Be Bigger Than SMCI's 50x Run **Vishay Precision Group (VPG) at $47/share could hit $6,900 by 2027, $36,440 by 2028, $45,000+ by 2029.** * Trading at $47/share after being beaten down to $25 (low liquidity, no one paying attention) * Makes the precision sensors that solve the hardest problem in robotics: The Hand * Elon: "The hand is the hardest thing to get right" - VPG makes the sensors that solve this * Likely supplier to Tesla Optimus, Figure AI, 1X, Boston Dynamics, and every other humanoid * If 10M humanoids ship by 2029 with $3,200 in VPG sensors each = $32B revenue (VPG currently does $290M) * **Base case:** 30-50x in 3-4 years * **Bull case:** 400-1000x if robotics goes parabolic **Position:** Sold everything I own to go long here as I missed the AI bubble, I can't afford to miss this one. # Why NOW Is The Inflection Point # The Catalyst Timeline (Months, Not Years) **Q1 2026 - Optimus Gen 3 Unveiling (IMMINENT)** * Jason Calacanis (Tesla insider): "I've seen it. Blown away." * Elon has said this is the biggest product Tesla will ever make * Gen 3 reportedly has dramatically improved hand dexterity * First real proof that humanoids are ready for commercial deployment **Q2 2026 -** Stock re-rates from "random industrial" to "THE robotics supplier" # The Numbers (from rags to riches) # Base Case |Year|Total Units|VPG Content/Unit|VPG Revenue|Stock Price Estimate| |:-|:-|:-|:-|:-| || |2025|1,000|$200|$200K|$47 (current)| |2026|11,500|$400|$4.6M|$80-150| |2027|115,000|$800|$92M|$400-800| |2028|575,000|$1,500|$862M|$2,000-4,000| |2029|2M|$2,000|$4B|$8,000-12,000| That's 170-255x in 4 years in the BASE CASE. # Bull Case |Year|Total Units|VPG Content/Unit|VPG Revenue|Market Cap|Stock Price| |:-|:-|:-|:-|:-|:-| || |2026|47,000|$400|$18.8M|$3B|$214| |2027|525,000|$1,200|$630M|$97B|$6,900| |2028|3.25M|$2,500|$8.1B|$511B|$36,440| |2029|10M|$3,200|$32B|$2.6T|$185,714| Wait, $185K/share? That's a typo, right? No. If VPG captures $3,200 in sensors per robot × 10M robots = $32B revenue at 58% gross margins and 50x PE (same as NVIDIA got), the math checks out. But realistically, stock hits $6,900 in 2027 when the trajectory becomes obvious, long before peak revenue. # Why Wall Street Estimates Are WRONG Everyone modeling VPG assumes $200-300 in sensors per robot. This is laughably wrong. Elon keeps saying: "The hand is the hardest thing to get right." Why? Because a human hand has: * 17,000 tactile receptors in palm and fingers * Continuous force feedback from every muscle and tendon * Multi-axis pressure sensing across entire contact surface * Millisecond response times to prevent object slippage Current robot hands use \~50 sensors. That's 0.3% of human capability. Here is what I think is going to happen... **Phase 1 (2026): Basic Proof-of-Concept** * 50-80 sensors total * Can grip boxes, can't do precision tasks * VPG content: $200-400/robot **Phase 2 (2027-2028): Commercial Viability** * 200+ tactile sensors per hand * Can handle packages without crushing * Multi-axis load cells at every joint * VPG content: $800-1,500/robot **Phase 3 (2028-2029): Human-Parity Dexterity** * 1,000+ sensing points per hand ($800-1,000 per hand pair) * 30-40 six-axis sensors per hand ($600-800) * 50+ strain gauges per hand ($300-400) * 200+ point arrays ($200-300) * Joint torque, balance systems, foot pressure ($800-1,000) * VPG Content: $3,000-3,500/robot Why is this likely? A $50K robot that can't manipulate delicate objects is useless for 80% of human jobs. Adding $3K in sensors to achieve 10x better manipulation? Obvious ROI. The first manufacturer to achieve human-level manipulation wins the market. You think Tesla won't spend $3K on sensors to beat Figure? And if you still think I am bullshitting you... High-end prosthetic hands (LUKE Arm) already use $5K-10K in sensors. Commercial humanoids will exceed this. And if you STILL think I am bullshitting you, here is what happened with datacenters... **The SMCI Parallel:** SMCI's revenue per server: * 2019: $8K/server (commodity) * 2023: $30K/server (AI-optimized) * 2024: $100K+/server (GB200 systems) Why? The use case demanded it. VPG's trajectory will be identical: * 2025: $200/robot (basic sensors) * 2027: $800/robot (manufacturers realize basic sensors don't work) * 2029: $3,200/robot (human-parity becomes competitive requirement) # The Market Is Completely Mispricing This VPG currently trades at 12-15x earnings based on its legacy industrial sensor business. The market is pricing robotics exposure at literally zero. # What Happens When Wall Street Wakes Up? **2027 Re-Rating (525K units, $630M robotics revenue)** * Forward multiple applied to 2028 numbers ($8B revenue visible) * Becomes "the NVIDIA of robotics" narrative * Institutional FOMO begins * **Stock: $6,900 (147x from today)** **2028 Re-Rating (3.25M units, $8.1B revenue)** * Path to $32B by 2029 locked in * Momentum traders pile in * Options market goes insane * **Stock: $36,440 (775x from today)** **2029 Terminal Value (10M units, $32B revenue)** * VPG is now top-10 global industrial company * Clear path to 50M units by 2032 ($160B revenue potential) * Trades at 50x PE like NVIDIA * **Stock: $45,568 (969x from today)** **Assymetric as fuck:** * Downside: -15% (profitable base business provides floor) * Base case: +3,200% to +5,300% * Bull case: +40,000% to +96,900% This is "lose 15%, make 32x base case, make 969x bull case" - asymmetry doesn't get better than this. # So you might ask, there's gotta be other players... wrong. VPG has the monopoly on the hand problem **Tesla Optimus:** Elon admits "the hand is the hardest part" **Figure AI:** BMW partnership requires precision part handling **1X Technologies (OpenAI-backed):** EVE needs household manipulation **Boston Dynamics:** Atlas requires commercial-grade dexterity **Apptronik Apollo:** Logistics needs delicate package handling **Sanctuary AI Phoenix:** Retail requires product manipulation They ALL need VPG's sensors to solve it. # Why VPG Wins? Winner take all. 1. **Only supplier at scale:** Can deliver automotive-grade volumes (millions of units) 2. **75 years of IP:** Precision measurement patents impossible to replicate quickly 3. **18-24 month qualification cycle:** Once designed in, switching costs are massive 4. **Mission-critical component:** Sensor failure = $50K robot is useless 5. **No viable alternatives:** Boutique sensor makers can't scale, automotive suppliers lack precision Once VPG is qualified into Tesla's hand design, they're locked in for the entire product cycle. And it looks like they are... hints are out there, timing of comments align to Optimus 2 and 2.5. This is sole-source critical infrastructure. # Why This Is The SMCI/NVDA Setup All Over Again # Historical Precedent: The Picks-and-Shovels Always Win Early **During Smartphone Revolution (2007-2012):** * Apple: 15x return * ARM Holdings (chip designs): 25x return **During AI Buildout (2022-2024):** * NVIDIA: 10x return * Super Micro (SMCI): 50x return (from $2 to $100+) * Seagate: 10x return (from $40 to $400+) **Why component suppliers outperform:** 1. Earlier revenue inflection (get paid the moment production ramps) 2. Lower technology risk (proven tech, just need to scale manufacturing) 3. Diversified customer base (win if ANY manufacturer succeeds) 4. Multiple expansion happens earlier (Wall Street models revenue before end-market profitability) We're getting in BEFORE the AI datacenter moment. # Why VPG Over Buying Tesla/Humanoid Stocks Directly # The Math Is Simple **Buying Tesla at current $1.4T+ valuation:** * Robotics already partially priced in * Need EVERYTHING to go right (FSD, energy, Optimus) * 2-3x possible if Optimus succeeds **Buying VPG at $650M valuation:** * Robotics priced at ZERO * Profitable base business provides downside protection * Win if ANY humanoid manufacturer succeeds (Tesla, Figure, 1X, Boston Dynamics, Chinese manufacturers) * 30-1000x upside with minimal downside Diversified customer exposure = multiple shots on goal. # The Risks (And Why They Don't Matter) # What Could Go Wrong? **Bear Argument 1: "Humanoid robotics won't scale"** * Possible, but every major tech company is betting billions on it * Tesla, Figure, 1X, Boston Dynamics, Sanctuary AI, Chinese manufacturers * Even 10% of projected volumes = 30x return for VPG **Bear Argument 2: "VPG won't win the design wins"** * They're the ONLY supplier with proven scale + precision * 75 years of automotive/aerospace relationships * Hand sensor moat is structural, not competitive **Bear Argument 3: "Content won't reach $3K/robot"** * Even at $500/robot × 5M units = $2.5B revenue (still 10x current) * Basic physics of human-level manipulation requires high sensor density * Manufacturers will pay for competitive advantage **Bear Argument 4: "Timeline could slip"** * Sure, maybe 2031 instead of 2029 * Doesn't change 100x+ return, just delays it 2 years * I can wait # The Downside Protection VPG currently does $290M revenue in legacy industrial sensors with positive cash flow. Even if robotics completely fails: * Base business worth $40-50/share (15% downside) * Company is profitable and conservatively managed * No debt, strong balance sheet Risk/Reward: Lose 15%, make 30-1000x. # Why I'm Going All-In # My Personal Conviction I've been trading for 6 years. I've seen TSLA at $30, NVDA at $20, SMCI at $2. I always hesitated. Not this time. No hesi gang here. We whitelining this bih. VPG at $47 is the clearest asymmetric setup I've seen since NVDA before the AI boom: 1. **Structural moat** (hand sensor monopoly) 2. **Massive TAM** (every humanoid needs $3K in sensors) 3. **Multiple shots on goal** (Tesla, Figure, 1X, Boston Dynamics, Chinese OEMs) 4. **Mispriced by market** (robotics valued at zero) 5. **Near-term catalyst** (Optimus Gen 3 in weeks/months) 6. **Downside protection** (profitable base business) Base case: 30-50x in 3-4 years Bull case: 400-1000x if robotics goes parabolic # Position Sizing I have sold everything I own because I am patient here and have the utmost conviction. Don't full port. But I am racing to $10M and this makes me a billionaire instead if I am right.
GET OUT OF MARKETS NOW.... Move to safe bets in time of turmoil like Gold, intc and Silver!
GET OUT OF MARKETS NOW.... Move to safe bets in time of turmoil like Gold, intc and Silver!
"I said Emmanuelle, you should do it, NOW 🌩️"
"I said Emmanuelle, you should do it, NOW 🌩️"
#EMMANUEL GIVE ME MY GREENLAND RIGHT NOW
#EMMANUEL GIVE ME MY GREENLAND RIGHT NOW
GIVE ME ICELAND, NOW!
GIVE ME ICELAND, NOW!
#🥭: "NOW I'M ASKING FOR A PIECE OF ICE, A VERY SMALL ASK" #🥭: STOCK MARKET DIP PEANUTS', STOCK MARK...
#🥭: "NOW I'M ASKING FOR A PIECE OF ICE, A VERY SMALL ASK" #🥭: STOCK MARKET DIP PEANUTS', STOCK MARKET WILL DOUBLE #🥭: WE WANT A PIECE OF ICE FOR OUR OWN PROTECTION #🥭: YOU CAN SAY YES OR YOU CAN SAY NO AND WE WILL REMEMBER
Just shows how little the market needs to pump “we won’t use force” “BUY IT ALL FUCK BUY NOW”
Just shows how little the market needs to pump “we won’t use force” “BUY IT ALL FUCK BUY NOW”
MASSIVE SELL OFF IS STARTING SELL NOW
MASSIVE SELL OFF IS STARTING SELL NOW
IMAGINE IF HE JUST FUCKING DECLARES W\*AR ON NATO RIGHT NOW LMAO
IMAGINE IF HE JUST FUCKING DECLARES W\*AR ON NATO RIGHT NOW LMAO
EVERYONE NOW KNOWS THAT THEY FOUND OUT ABOUT THE RIGGED ELECTION
EVERYONE NOW KNOWS THAT THEY FOUND OUT ABOUT THE RIGGED ELECTION
RIGHT NOW YOUD ALL BE SPEAKING GERMAN AND A LITTLE JAPANESE PERHAPS 😭😭😭
RIGHT NOW YOUD ALL BE SPEAKING GERMAN AND A LITTLE JAPANESE PERHAPS 😭😭😭
#AMERICA IS THE HOTTEST COUNTRY RIGHT NOW
#AMERICA IS THE HOTTEST COUNTRY RIGHT NOW
# WHAT HAPPENED TO "BABY, YOU SMELL NICE", "NO RUSH, YOU CAN 💦 💦 WHENEVER YOU WANT, STILL HAVE TIME"...
# WHAT HAPPENED TO "BABY, YOU SMELL NICE", "NO RUSH, YOU CAN 💦 💦 WHENEVER YOU WANT, STILL HAVE TIME", "ADD MY INSTAGRAM, WE TALK MORE", ETC. **WHICH I THEN PROCEEDED TO TIP HER ANOTHER 100 BUCKS ON TOP OF HER $600/HR RATE.** **NOW SHE GHOSTED ME......** **I CALLED THE AGENCY TO ASK IF SHE IS AVAILABLE, THEY INITIALLY SAID THAT SHE IS, THEN 2 SECONDS LATER: "hi No", "and is off"** A PARLOUR TURNED DOWN 💵???? **THIS IS THE FIRST**
$NFLX is ALWAYS cautious with guidance. BUY NOW!
$NFLX is ALWAYS cautious with guidance. BUY NOW!
You better sober up quick! We need you to save the world NOW!
You better sober up quick! We need you to save the world NOW!
ok NOW i'm considering going long NFLX lol
ok NOW i'm considering going long NFLX lol
GIVE ME MORE RED RIGHT NOW
GIVE ME MORE RED RIGHT NOW
NOW not getting any pop with openai deal lmao
NOW not getting any pop with openai deal lmao
BREAKING NEWS: TARIFF RULINGS IS OFFICIALLY OUT NOW. CHECK THE WEBSITE
BREAKING NEWS: TARIFF RULINGS IS OFFICIALLY OUT NOW. CHECK THE WEBSITE
I AM A PRESIDENT OF PEACE, NOW JUST GIVE ME YOUR ENTIRE COUNTRY. FOR PEACE. OR ELSE.
I AM A PRESIDENT OF PEACE, NOW JUST GIVE ME YOUR ENTIRE COUNTRY. FOR PEACE. OR ELSE.
Plunge protection team, inject liquidity... NOW
Plunge protection team, inject liquidity... NOW
*Danish pension fund AkademikerPension says it will dump all U.S. Treasury holdings by the end of th...
*Danish pension fund AkademikerPension says it will dump all U.S. Treasury holdings by the end of the month because it's at risk under President Trump.* They waited until NOW? And didn’t do it on Liberation Day? Lmfao stfu
BREAKING NEWS: TARIFF RULING IS OUT NOW. CHECK IT OUT
BREAKING NEWS: TARIFF RULING IS OUT NOW. CHECK IT OUT
BREAKING NEWS JUST NOW: TARIFF RULING IS OUT. CHECK IT OUT
BREAKING NEWS JUST NOW: TARIFF RULING IS OUT. CHECK IT OUT
NOW … the hero that no one needs but deserves
NOW … the hero that no one needs but deserves
Beaten down. The seloff money has to go somewhere, NOW is relatively safe
Beaten down. The seloff money has to go somewhere, NOW is relatively safe
NOW ripping any news?
NOW IS THE TIME TO SELL!!! THANK YOU FOR YOUR ATTENTION TO THIS MATTER!
NOW IS THE TIME TO SELL!!! THANK YOU FOR YOUR ATTENTION TO THIS MATTER!
PENIS. CHEESE GRATER. NOW.
PENIS. CHEESE GRATER. NOW.
# BREAKING: NOBEL PEACE PRIZE TO BE RENAMED NOBEL PREVENTATIVE PEACE PRIZE, NOW TO BE REWARDED TO SO...
# BREAKING: NOBEL PEACE PRIZE TO BE RENAMED NOBEL PREVENTATIVE PEACE PRIZE, NOW TO BE REWARDED TO SOMEONE MOST LIKELY TO START WORLD WAR 3 WITH STIPULATION THAT THEY DO NOT START WORLD WAR 3
#I’M THE HOTTEST COUNTRY NOW!!!
#I’M THE HOTTEST COUNTRY NOW!!!
THIS IS THE END OF US. SELL EVERYTHING RIGHT NOW I TELL YOU
THIS IS THE END OF US. SELL EVERYTHING RIGHT NOW I TELL YOU
Send tribute to our mad king NOW or face the consequences!
Send tribute to our mad king NOW or face the consequences!
Pornhub is blocked in my state for age verification BS. WTF AM I SUPPOSED TO DO NOW?!?!?!
Pornhub is blocked in my state for age verification BS. WTF AM I SUPPOSED TO DO NOW?!?!?!
My inverse quantum positions have been at 50% loss for a month. HOPE THEY RECOVER NOW . Fuck quantum
My inverse quantum positions have been at 50% loss for a month. HOPE THEY RECOVER NOW . Fuck quantum
NOW THATS WHAT I CALL A DISTRACTION FROM THE EPSTEIN FILES
NOW THATS WHAT I CALL A DISTRACTION FROM THE EPSTEIN FILES
Which one you like the most? Not sure what you consider SAAS but I like ADBE and NOW
Which one you like the most? Not sure what you consider SAAS but I like ADBE and NOW
Ur boyfriend isn't enjoying your butthole right NOW, but in the future he will, so you can still bet...
Ur boyfriend isn't enjoying your butthole right NOW, but in the future he will, so you can still bet on that happening when your butthole does open, in the future. Make sense?
**BREAKING NEWS** STOP WORRYING ABOUT THE RED IN THE MARKET GUYS. AFFIRM IS LAUNCHING A MASSIVE LIQ...
**BREAKING NEWS** STOP WORRYING ABOUT THE RED IN THE MARKET GUYS. AFFIRM IS LAUNCHING A MASSIVE LIQUIDITY INJECTION FOR ALL YOU POORS, ITS BNPL RENT. NOW LOSE RENT MONEY WORRY FREE ON ROBINHOOD
IF YOU'RE SMART AND HAVE SPX PUTS YOU CAN SELL NOW. IF YOU'RE STUPID AND BROKE AND HAVE SPY PUTS YOU...
IF YOU'RE SMART AND HAVE SPX PUTS YOU CAN SELL NOW. IF YOU'RE STUPID AND BROKE AND HAVE SPY PUTS YOU CAN WAIT TILL TUESDAY LIKE THE PEASENT YOU ARE.
Short corn NOW for easy money since markets are closed.
Short corn NOW for easy money since markets are closed.
CRWD, DDOG, CEG and NOW will be targeted
CRWD, DDOG, CEG and NOW will be targeted
~~REPENT YOU SINNERS, THE TIME OF THE LORD IS NOW~~ Hey
~~REPENT YOU SINNERS, THE TIME OF THE LORD IS NOW~~ Hey
CEG, NOW, DDOG and CRWD will be purchased as soon as possible.
CEG, NOW, DDOG and CRWD will be purchased as soon as possible.
#POTUS: DENMARK, NORWAY, SWEDEN, FRANCE, GERMANY, THE UNITED KINGDOM, THE NETHERLANDS, AND FINLAND T...
#POTUS: DENMARK, NORWAY, SWEDEN, FRANCE, GERMANY, THE UNITED KINGDOM, THE NETHERLANDS, AND FINLAND TO FACE 10% TARIFF STARTING FEB 1 OVER GREENLAND MATTER #EDIT: POTUS NOW THREATENS TARIFFS OF UP TO 25% OVER GREENLAND #EDIT2: POTUS SAYS HE WILL BE SUING JPMORGAN CHASE OVER THE NEXT TWO WEEKS OVER 'DEBANKING' HIM AFTER JAN 6 PROTEST
If you want to feel better just think of everyone who sold their $8 IBRX for $2 a few weeks ago only...
If you want to feel better just think of everyone who sold their $8 IBRX for $2 a few weeks ago only to be buying in at $6 to sell for $2 again in a few weeks. FEEL BETTER NOW?
i got SPY calls with strike price at 700 expiring tuesday I BELIEVE IT WILL PRINT. SPY 700, NOW!
i got SPY calls with strike price at 700 expiring tuesday I BELIEVE IT WILL PRINT. SPY 700, NOW!
NOW PLTR DOESNT FOLLOW SPY HOLY FUCKING CHRIST SOMEONE KILL ME
NOW PLTR DOESNT FOLLOW SPY HOLY FUCKING CHRIST SOMEONE KILL ME
Flash crash to 690 NOW ROBINHOODS CUCKING ME IN TWO MINUTES AHHHHH
Flash crash to 690 NOW ROBINHOODS CUCKING ME IN TWO MINUTES AHHHHH