$ServiceNow(NOW)$ The buyback signal is getting louder. ServiceNow repurchased around $2B in Q1 alone, already exceeding its total buybacks for all of 2025. On top of that, there's still roughly $4.8B remaining in its authorization. When a high-quality software company starts accelerating buybacks at this scale, it's not just about capital return—it's management putting a clear floor under the stock and signaling internal conviction on valuation. The market can debate multiples, but insiders are voting with real money here.
$IBM(IBM)$ Last three analyst updates. Barclays at 350 target. Wedbush raised from 320 to 350. Citi significantly increased from 285 to 375. That's at least 15 to 25 percent upside from here. Could go even higher if the upcoming deals materialize.
$ServiceNow(NOW)$ Honestly, I keep coming back to NOW. This stock doesn't get people as emotional as the flashy AI names, and that's kind of why I like it. While everyone is busy chasing the latest hype, NOW just keeps quietly executing in the background. Enterprise AI adoption, sticky customers, strong cash flow... the setup looks stronger the more I look into it. Feels like one of those names people suddenly "discover" after it's already way higher.
$Strive(ASST)$ Solid little win with ASST! As a bitcoin reserve company, it's been an interesting hold. Gonna keep riding for now~ Can't believe I missed the Contra688 train - everyone's flexing their voucher hauls in the chat, totally feeling the FOMO!
$MP Materials Corp.(MP)$ bounced back above 70 with the Fed’s rate cut fueling sentiment. As a strategic rare earth play, the story stays strong—holding steady here, and the march toward 80 looks well within reach.
$TENCENT(00700)$ 's latest rally is seriously impressive! With gaming as its cash cow and Video Accounts ads exploding, all backed by aggressive share buybacks, it's easy to see why it's called the bedrock of Chinese tech. Heading to HK$600 — steady gains ahead!
$Bilibili Inc.(BILI)$ ’s rebound feels solid—content is improving, user stickiness remains high. The recovery trend is clear. As long as costs stay under control, I believe it still has great long-term potential. Holding on!