Menu

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.

Page 4 of 25
← Back to all tickers

Price

$109.77
$-8.23 (-7.0%)
NYQ • USD

Today

3
-20 (-87.0%)
vs yesterday

Users

3
-20 (-87.0%)
vs yesterday

Total

1224
Since Oct 2025

NOW Price & Sentiment Over Time

💰 Price
Total Comments
Positive
Negative
Click legend to show/hide

Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.

Reset
Showing 1224 articles matching filters Total available: 1224

PILE INTO QQQM NOW

reddit_comment
➡️ Neutral (-0.06)
1 EN u/NYGiants181 r/wallstreetbets

PILE INTO QQQM NOW

nvda bull trap, DO NOT BUY NOW

reddit_comment
📉 Negative (-0.32)
3 EN u/SmartDegree8572 r/wallstreetbets

nvda bull trap, DO NOT BUY NOW

WOW I NOW MAKE 6 figures USD* Europoor seeing USD at 1.195

reddit_comment
📈 Positive (0.24)
1 EN u/Teckel22 r/wallstreetbets

WOW I NOW MAKE 6 figures USD* Europoor seeing USD at 1.195

Exactly! Now go buy the fake internet money NOW

reddit_comment
📉 Negative (-0.53)
2 EN u/CallsOrPutsYES r/wallstreetbets

Exactly! Now go buy the fake internet money NOW

Anyone think $NOW is a good buy?

reddit_comment
📈 Positive (0.44)
1 EN u/SophisticatedLogic r/wallstreetbets

Anyone think $NOW is a good buy?

Algos like: WAIT THERE IA NOW NEWS ON RDDT START BUYING BACK

reddit_comment
📈 Positive (0.36)
5 EN u/bubbawears r/wallstreetbets

Algos like: WAIT THERE IA NOW NEWS ON RDDT START BUYING BACK

IS NOW A GOOD TIME TO BUY?????

reddit_comment
📈 Positive (0.59)
1 EN u/CallsOrPutsYES r/wallstreetbets

IS NOW A GOOD TIME TO BUY?????

NOW back to 170 soon

reddit_comment
➡️ Neutral (0.06)
1 EN u/Humble_Explanation32 r/wallstreetbets

NOW back to 170 soon

Guys would you prefer to replace HOOD, TSLA, CEG and NFLX in your portfolio with CRWD, NOW, DDOG, an...

reddit_comment
📈 Positive (0.51)
2 EN u/Status-Net2947 r/wallstreetbets

Guys would you prefer to replace HOOD, TSLA, CEG and NFLX in your portfolio with CRWD, NOW, DDOG, and AMZN?! I really need help.

Futes at 6,999.00 BUY NOW - LAST CHANCE

reddit_comment
📈 Positive (0.41)
4 EN u/KarlLachsfeld r/wallstreetbets

Futes at 6,999.00 BUY NOW - LAST CHANCE

# HOLY SHIT # SILVER FUTURES RIPPING RIGHT NOW

reddit_comment
📉 Negative (-0.65)
1 EN u/tropicalia84 r/wallstreetbets

# HOLY SHIT # SILVER FUTURES RIPPING RIGHT NOW

Loaded to the tits in March NOW calls

reddit_comment
📉 Negative (-0.23)
2 EN u/Dry-Syrup-882 r/wallstreetbets

Loaded to the tits in March NOW calls

YES THEY ARE YOU SHOULDN'T HAVE BOUGHT THEM DO YOU REGRET IT NOW

reddit_comment
📉 Negative (-0.11)
1 EN u/Emilio___Molestevez r/wallstreetbets

YES THEY ARE YOU SHOULDN'T HAVE BOUGHT THEM DO YOU REGRET IT NOW

This aged well: 35 minutes ago: SILVER PRICE ABOUT TO TURN: CDE AND HL FALLING WHILE SILVER BOOMS =...

reddit_comment
📉 Negative (-0.82)
5 EN u/DrElkSnout r/wallstreetbets

This aged well: 35 minutes ago: SILVER PRICE ABOUT TO TURN: CDE AND HL FALLING WHILE SILVER BOOMS = INSIDERS KNOW. SET YOUR FUCKING STOPS NOW \~ME

SILVER PRICE ABOUT TO TURN: CDE AND HL FALLING WHILE SILVER BOOMS = INSIDERS KNOW. SET YOUR FUCKING ...

reddit_comment
📉 Negative (-0.87)
4 EN u/DrElkSnout r/wallstreetbets

SILVER PRICE ABOUT TO TURN: CDE AND HL FALLING WHILE SILVER BOOMS = INSIDERS KNOW. SET YOUR FUCKING STOPS NOW

Major world economies: repricing metals, discovery. WSB retards: THIS CHART IS FFFFFF!!! BUYING SH...

reddit_comment
➡️ Neutral (-0.08)
4 EN u/ClydeFrogsDrugDealer r/wallstreetbets

Major world economies: repricing metals, discovery. WSB retards: THIS CHART IS FFFFFF!!! BUYING SHORTS NOW!!!! Reeee some more poorfags. Shit’s not some meme stock

Cant watch this retarded SLV chart anymore, buying puts NOW

reddit_comment
📉 Negative (-0.66)
8 EN u/Onurb86 r/wallstreetbets

Cant watch this retarded SLV chart anymore, buying puts NOW

HOW MANY CHAIRS ARE YOU SITTING ON RIGHT NOW🫴🪩

reddit_comment
➡️ Neutral (-0.02)
1 EN u/peanuts-in-my-jelly r/wallstreetbets

HOW MANY CHAIRS ARE YOU SITTING ON RIGHT NOW🫴🪩

NOW its time to buy ZSLV.

reddit_comment
➡️ Neutral (0.04)
0 EN u/Zetice r/wallstreetbets

NOW its time to buy ZSLV.

I live in the US and even im convinced everyone in the US could play patient on "my 600 lb life." "...

reddit_comment
📉 Negative (-0.35)
-1 EN u/Gom_KBull r/wallstreetbets

I live in the US and even im convinced everyone in the US could play patient on "my 600 lb life." "BUT DR NOW, I JUST EAT A LEMON A DAY IDK HOW IM STILL 696lbs!!!" Dr Now: "How could you eat so much, even SPY couldnt reach as high as your weight and stay there!"

DGXX is $2.94 and can easily peak $3.4. NOW is the time to buy. 🚀🚀🚀

reddit_comment
📈 Positive (0.34)
2 EN u/NoConsideration000 r/wallstreetbets

DGXX is $2.94 and can easily peak $3.4. NOW is the time to buy. 🚀🚀🚀

2024 ChatGPT: We’re here and the future of AI is NOW! 2025 ChatGPT: Gemini will never compete with ...

reddit_comment
➡️ Neutral (-0.01)
5 EN u/DonDiabloTheGreat r/wallstreetbets

2024 ChatGPT: We’re here and the future of AI is NOW! 2025 ChatGPT: Gemini will never compete with us. Wait until you see our next update… 2026 ChatGPT: It’s over. ☠️

$NOW Gonna crush earnings and chart bottomed at 200 weekly MA

reddit_comment
📉 Negative (-0.96)
1 EN u/Dry-Syrup-882 r/wallstreetbets

$NOW Gonna crush earnings and chart bottomed at 200 weekly MA

~~IF THEY WOULD HAVE DUMPED IT DURING HOURS I WOULD HAVE SO MUCH MONEY RIGHT NOW~~ hey guys

reddit_comment
📉 Negative (-0.53)
1 EN u/unhappyreach_ r/wallstreetbets

~~IF THEY WOULD HAVE DUMPED IT DURING HOURS I WOULD HAVE SO MUCH MONEY RIGHT NOW~~ hey guys

Ok surely NOW is the time to enter a short on silver, right?

reddit_comment
📈 Positive (0.62)
6 EN u/PROMlSED r/wallstreetbets

Ok surely NOW is the time to enter a short on silver, right?

WHAT IN THE EVER LOVING FUCK DUDE. I HOLD FUCKING META, LOSING MY ASS FOR MONTHS AND EVERY POP GET...

reddit_comment
📉 Negative (-0.86)
12 EN u/PooPooPointBoiz r/wallstreetbets

WHAT IN THE EVER LOVING FUCK DUDE. I HOLD FUCKING META, LOSING MY ASS FOR MONTHS AND EVERY POP GETS SOLD AND IT DROPS AGAIN. Earlier this week I see META pop, so I say ok I'll sell some CC's and this pop will drop just like every other one. AND NOW META FUCKING RALLIES HUGELY 3 DAYS IN A ROW. FUCK MY GODDAMN LIFE DUDE.

🫴NOW THAT'S MARKTING 📉

reddit_comment
📈 Positive (0.10)
4 EN u/peanuts-in-my-jelly r/wallstreetbets

🫴NOW THAT'S MARKTING 📉

IT HIT 100 OK NOW SINK IT

reddit_comment
📈 Positive (0.21)
2 EN u/hzzamol r/wallstreetbets

IT HIT 100 OK NOW SINK IT

YESS BUY IT NOW

reddit_comment
➡️ Neutral (0.05)
1 EN u/Dangerous-Bet-4303 r/wallstreetbets

YESS BUY IT NOW

BUY IT NOW! PLEASE, please I beg you... please

reddit_comment
📈 Positive (0.79)
2 EN u/Dangerous-Bet-4303 r/wallstreetbets

BUY IT NOW! PLEASE, please I beg you... please

Okay you institutional clowns> GROW A FUCKING PAIR. Today is da day....all dat USD.JPY leverage yo...

reddit_comment
📉 Negative (-0.21)
5 EN u/Bsj7ev52csj63 r/wallstreetbets

Okay you institutional clowns> GROW A FUCKING PAIR. Today is da day....all dat USD.JPY leverage you took...YOU WANT TO CHICKEN OUT NOW? When NVDA the fkin index MOVER actually MOVES? Balls of Steel, Diamond Hands Double DOwn...Leverage UP!

Neeveeda +20% topline revenue. ITS LEGIT NOW! No more smuggling, CASH CAN SURFACE! WE ARE GOING ...

reddit_comment
📈 Positive (0.24)
3 EN u/Bsj7ev52csj63 r/wallstreetbets

Neeveeda +20% topline revenue. ITS LEGIT NOW! No more smuggling, CASH CAN SURFACE! WE ARE GOING TO 190 MINIMUM.

$meta earnings run starts NOW

reddit_comment
📈 Positive (0.16)
4 EN u/iMakeGOODinvestmemts r/wallstreetbets

$meta earnings run starts NOW

Y’all don’t get it.. Sofi about to rip, start buying NOW

reddit_comment
➡️ Neutral (-0.01)
2 EN u/Jcoronado92 r/wallstreetbets

Y’all don’t get it.. Sofi about to rip, start buying NOW

THEY NEED TO SAY "AI" EVERY OTHER WORD, RIGHT FUCKING NOW DAMMIT

reddit_comment
📉 Negative (-0.13)
4 EN u/Gom_KBull r/wallstreetbets

THEY NEED TO SAY "AI" EVERY OTHER WORD, RIGHT FUCKING NOW DAMMIT

We need 24hr options trading on all platforms NOW!!. I'm poor and need to leverage shares by the 100...

reddit_comment
📉 Negative (-0.52)
5 EN u/lysergalien r/wallstreetbets

We need 24hr options trading on all platforms NOW!!. I'm poor and need to leverage shares by the 100 to make money (read: lose money)

After a stock does a split. It’s never worth trading. Netflix is ass. LRCX ass. NOW ass. NVDA ass.

reddit_comment
📉 Negative (-0.94)
4 EN u/Cantthinkofacoolnam r/wallstreetbets

After a stock does a split. It’s never worth trading. Netflix is ass. LRCX ass. NOW ass. NVDA ass.

INTC NOW PLEASE

reddit_comment
📈 Positive (0.32)
5 EN u/whodowhodo r/wallstreetbets

INTC NOW PLEASE

PLEASE LUNR LET ME OUT LET ME OUT NOW!!!

reddit_comment
📈 Positive (0.49)
2 EN u/GreenCurrency2228 r/wallstreetbets

PLEASE LUNR LET ME OUT LET ME OUT NOW!!!

#WHERE THE ORANGE BITCH TWEET AT NOW??????

reddit_comment
📉 Negative (-0.70)
1 EN u/unhappyreach_ r/wallstreetbets

#WHERE THE ORANGE BITCH TWEET AT NOW??????

🥭 gonna see the market NOW IS A GREAT TIME TO BUY -DJT

reddit_comment
📈 Positive (0.70)
3 EN u/ryan325_ r/wallstreetbets

🥭 gonna see the market NOW IS A GREAT TIME TO BUY -DJT

Larry Ellison: >BUT Dadddddy I want WBD and I want it NOW 😭😭😭🗣️🗣️🗣️🗯️!! >Ted Sarandos thinks he's better than ME at running companies!! I'm NOT leaving my room until YOU raise more money 💢😤!

$OPEN GANG GET THE FUCK IN HERE NOW

reddit_comment
📉 Negative (-0.54)
2 EN u/throwa91 r/wallstreetbets

$OPEN GANG GET THE FUCK IN HERE NOW

BOUGHT THE NEW IPHONE IN 4 INSTALLMENT PAYMENTS USING AFFIRM DELETED THE AFFIRM APP NOW I OWE NOT...

reddit_comment
➡️ Neutral (0.01)
9 EN u/Mr-Bonnet r/wallstreetbets

BOUGHT THE NEW IPHONE IN 4 INSTALLMENT PAYMENTS USING AFFIRM DELETED THE AFFIRM APP NOW I OWE NOTHING PUTS ON AFFIRM

Thats BS with all due respect. A big company will only rely on proven products and vendors so unless...

reddit_comment
📉 Negative (-0.13)
2 EN u/alderson710 r/wallstreetbets

Thats BS with all due respect. A big company will only rely on proven products and vendors so unless you own a crappy shop in your garage you won’t be skipping SAP, MSFT or NOW

Dario Amodei, CEO of Anthropic at Davos: Software is going to become very cheap, essentially free. ...

reddit_comment
📈 Positive (0.55)
0 EN u/cbusoh66 r/wallstreetbets

Dario Amodei, CEO of Anthropic at Davos: Software is going to become very cheap, essentially free. The days of these software behemoths charging multi-million licensing and per seat fees are over, time to short them all, from MSFT to ORCL to CRM to NOW, even PLTR, they're all toast.

Listen to me motherfuckers, RIDE $NVAX NOW. NFA.

reddit_comment
➡️ Neutral (-0.01)
-1 EN u/Lookingud r/wallstreetbets

Listen to me motherfuckers, RIDE $NVAX NOW. NFA.

NVAX 500 $10 01/23 calls sold for .32, bought for .05 GUYS IM A 16 THOUSANDAIRE NOW!!!!!

reddit_comment
➡️ Neutral (-0.01)
3 EN u/poorat8686 r/wallstreetbets

NVAX 500 $10 01/23 calls sold for .32, bought for .05 GUYS IM A 16 THOUSANDAIRE NOW!!!!!

"WHY WONT THE MARKET GO UP!! I ANNOUNCED A THING! I TACO'ED AGAIN WHY WOULDNT IT PUMP AGAIN? WE RELE...

reddit_comment
📉 Negative (-0.63)
10 EN u/fire_alarmist r/wallstreetbets

"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

reddit_post
📈 Positive (1.00)
3 4 EN u/lukaszdw r/wallstreetbets

# 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.

Showing 151 to 200 of 1224 articles