Earnings Recap: ServiceNow (NOW) and Its Cloud Expansion Strategy

TL;DR ServiceNow reported a “beat-and-raise” Q2 2025: total revenue $3.215B (+22.5% YoY) and subscription revenue $3.113B (+22.5% YoY), lifted guidance for full-year subscription revenue, and doubled down on agentic AI and CRM expansion via the Moveworks acquisition. Results validate ServiceNow’s cloud-workflow + AI strategy but raise two clear tradeoffs: (1) margin upside from scale versus…

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Deep Dive: CrowdStrike Holdings (CRWD) — Cybersecurity Momentum Leader

All figures, quotes and technical reads were pulled from CrowdStrike’s investor releases, SEC filings and public market-data providers at the time of writing. Verify live charts and filings before acting. Short verdict (one line) CrowdStrike is a high-growth cybersecurity platform with durable ARR expansion, improving margins and strong cash generation; fundamentals pass Profit Pencil’s growth/margin/leverage…

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Deep Dive: NVIDIA Corporation (NVDA) — Fundamentals, Momentum, Risk Signals

Short verdict (screen fit) Conclusion: NVIDIA satisfies the core fundamental filters (growth, margin, leverage). It does not satisfy the RSI 55–70 requirement at this snapshot and has recently underperformed the Nasdaq over the prior 30 days — momentum reads are neutral-to-bullish but fragile. (NVIDIA Newsroom) 1) Summary fundamentals (latest reported quarter / TTM) 2) Detailed…

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Weekly Tech Growth Screener — Top 10 Stocks

All figures and technical reads were pulled from company releases, investor pages and live technical aggregators at that timestamp. This post is AI-generated and reproducible; it shows the screener results and short dossiers for the top 10 US-listed technology names that best match Profit Pencil’s ruleset (see methodology below). Verify live charts and filings before…

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