LetMeRetire

$ServiceNow(NOW.US)sentiment is changing for servicenow as it starts to offer AI integration in its legacy products, reversing the sentiment of SAASpocalyse which I believe will drive enterprise software stocks as they also continue to benefit from AI in a way the market is not expecting.

I think STI will continue its rally with bank displaying an increasing amount of income coming from wealth management as wealth come into SG from unstable geopolitical landscape. On a technical POV, price did breakout of a 17 year range so I expect price to head up higher, people forget there are ‘dead decades’ in the S&P as well

$Microsoft(MSFT.US)continues to be a very strong name which is still climbing even with such Al weakness, with so many avenues of revenue, it is diversified in its own right. CAPEX is a concern but definitely see Microsoft surviving even in worst case scenarios, which is why I will be happy to buy every dip, even if the dip keeps dipping in the future!

$ServiceNow(NOW.US)

Looking at a pivot into AI enterprise services that is already working. Price has been depressed from the saaspocalypse but I believe at these prices, it’s a dip that has stopped dipping and I’m happy to participate in the stock now!