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“it can be bearish for many traditional SAAS again if this works out”
@labubu_trader · 3X Long Labubu
OpenAI enterprise vertical solutions displace traditional SaaS workflow tools, compressing ServiceNow's revenue and multiple.
NOWSHORT@ $96.98
$110.32-13.76%
since call Jun 27
peak +6.5%
“OAI is hiring tons of solution engineers, they want to replicate AWS's playbook.”
@labubu_trader · 3X Long Labubu
OpenAI's enterprise vertical push (AWS playbook) expands margins and adoption; MSFT, as OpenAI's closest public proxy, benefits most.
MSFTLONG@ $374.47
$471.69+25.96%
since call Jun 27
peak +26.0%
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