To The Moon

Coming from a banking background, I've seen firsthand how much of corporate work is still driven by manual processes, approvals, reconciliations, compliance checks, ticketing systems, and endless coordination between departments. That's why I think many people are underestimating the impact of Agentic AI.

A lot of investors still view AI as a chatbot that answers questions. I think the bigger opportunity lies in AI that can take actions, coordinate across systems, and execute workflows with minimal human intervention.

I've trialed agentic AI in automated trading myself. It actually works. The downside is that it can burn through tokens quickly, but the experience convinced me that we're moving beyond simple chat interfaces into systems that can reason, plan, and execute.

Attached is my screenshot demonstrating the ChatGPT–IBKR integration

That's one reason I'm bullish on ServiceNow. The investment thesis isn't simply "AI." ServiceNow already sits at the center of many enterprise workflows, from IT service management and HR processes to security operations, procurement approvals, and customer support.

As agentic AI becomes mainstream, enterprises will need platforms that understand business processes, have access to company data, maintain permission controls and audit trails, and can trigger actions across multiple systems. ServiceNow is already embedded in that infrastructure for many large organizations.

The real opportunity isn't an AI agent answering a question. It's an AI agent opening tickets, routing approvals, creating work orders, updating records, coordinating teams, and closing tasks automatically.

The key question for investors is whether AI ends up being just another software feature that everyone offers, or whether it drives a meaningful increase in enterprise spending on workflow automation. The market appears to be betting on the latter, which is why companies such as ServiceNow, Salesforce, Microsoft, and Oracle are attracting so much attention.

As a  $ServiceNow(NOW)$  shareholder, I'm less interested in AI headlines and more interested in tangible indicators such as subscription growth, larger contract values, and increased customer spending. Those metrics will tell us whether enterprises are genuinely adopting these capabilities.

NOW LEAP Calls looking juicy at $100 🎯

​ServiceNow has pulled back to $100 from its $140 peak, making it a prime spot to layer into some LEAP calls. While the stock has cooled off, the underlying business is scaling aggressively.

​They just wrapped up their massive $7.75B acquisition of Armis to inject deep asset visibility (IT, IoT, medical devices, cloud) right into their enterprise AI platform. Combined with their purchase of identity security player Veza back in March, ServiceNow is building a beast of a unified security stack. They are effectively bridging the gap between finding a security risk and automatically fixing it. Dirt cheap entry for a long-term bull thesis.

To me, the biggest winners may not be the companies building the AI models themselves, but the companies that become the infrastructure layer that enterprises rely on to deploy and scale agentic AI across their organizations.