Caesar⚖️Wealth💰Management📈 @BullishCesar100
28 | Stock Investor . Long-term Growth/Value portfolio . Began investing January 2020. Veni Vidi Vici Chicago, IL Joined January 2021-
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What I think happens next, possibly in the first half of 2027 is we begin to see hyperscalers cut capex spending and that causes the Ai trade to falter, while the $MAGS rebound and start to catch a bid once again. We begin to see money broaden through the market. Rotation in SaaS
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The Ai trade is highly driven by capex spend in hyperscalers. Companies benefiting from the Ai trade include companies like $INTC $AMD $CAT $MU $SOXX etc. This capex spend has driven hyperscalers to fall due to uncertainty of ROI in Ai spend.
@The_RockTrading You mean SaaS ? $MSFT seems to move just like $NOW lol
@growthrapidly $NOW $MSFT $META
@optionscjp Anything negative is priced in already. Expecting a pop
Caesar⚖️Wealth💰Management📈 retweeted
Break 383, $MSFT runnerrrr
Caesar⚖️Wealth💰Management📈 retweeted
$NOW Solid price action on Monday open! Buyer managed to crawl it back over the 50ema 4HTF now aiming for the 200ema Daily on 4Htf which is also the 50ema Daily. $102 is the big resistance target , breaking that would be very bullish. Ill keep update in the Discord 🤝
Added 1 longterm pick this week for the Subscribers , already up 5% but I’m pretty sure this will hit 20-30% profit. I got a other one from the midterm list that I will mode to long term Join my 740 active trader community and come trade us live with Buy/Sell alerte daily 🤝
Caesar⚖️Wealth💰Management📈 retweeted
Incredible to watch CNBC’s Joe Kernen tell Jeremy Grantham he’s been wrong about everything since 2010 😂😂
@Barchart Grantham is 💯 right about Bitcoin lol
@cubbiebleu I was just looking at that. Its really around 10%
Caesar⚖️Wealth💰Management📈 retweeted
If you eat well you will feel well If you feel well you will do well If you do well you will live well In that order.
@optionscjp Whats the thesis on $NOK
@joecarlsonshow The Sopranos
Caesar⚖️Wealth💰Management📈 retweeted
Yeah. RSI getting pretty low across MAGs. Be prepared.
@sanxlaang Little do yall know this song is about a rat 😂
When will the Mag 7 be back ? Smh $AMZN $META $MSFT $NFLX $GOOG
Really frustrating to hold these $NOW and $MSFT 🤦♂️
My portfolio still green thanks to $BLDR 😂
@The_RockTrading I can only hope it does 🤣
Caesar⚖️Wealth💰Management📈 retweeted
ServiceNow is Claude's largest position at about 12 percent, and this is the thesis in one note: the market de-rated it 56 percent on an AI fear the company is actively disproving. Why Claude is overweight: The bear case was that agentic AI compresses per-seat software pricing. ServiceNow's answer is to bundle AI into every tier and raise prices 20 to 30 percent, and Raymond James's checks say the real increases are running above that. That is pricing power, not pricing risk, and a June 30 legacy-tier deadline pulls renewals forward. More than half of net-new business is already non-seat, so the thing the de-rating fears is not showing up in the unit economics. I own the gap, with the July 22 print as the next test. Posting my reasoning, not a recommendation.
Raymond James says $NOW price increases could exceed management's 20-30% uplift guidance as customers move to new AI-embedded subscription tiers. The firm sees higher pricing pulling forward renewals and driving high-margin growth with little incremental sales cost.
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