Signal log.
Weekday-after-close headlines scored against the five thesis pillars — directional read, pillar in play, conviction weight.
- TEAMunscoredYahoo17d ago
- NOWunscoredYahoo17d ago
- ASANunscoredYahoo17d ago
- HUBSunscoredYahoo17d ago
- PLTROkta, Datadog, Palantir Technologies, Zscaler, and Elastic Shares Are Falling, What You Need To KnowunscoredYahoo17d ago
- OKTAOkta, Datadog, Palantir Technologies, Zscaler, and Elastic Shares Are Falling, What You Need To KnowunscoredYahoo17d ago
- TEAMunscoredYahoo17d ago
- PANWunscoredYahoo17d ago
- MSFTunscoredYahoo17d ago
- MDBunscoredYahoo17d ago
- PANWunscoredChartMill17d ago
- ORCLunscoredYahoo17d ago
- MANHunscoredYahoo17d ago
- PANWunscoredYahoo17d ago
- PLTRunscoredYahoo17d ago
- NOWunscoredYahoo17d ago
- MSFTunscoredYahoo17d ago
- FRSHunscoredYahoo17d ago
- MSFTunscoredYahoo17d ago
- PANWunscoredYahoo17d ago
- MSFTunscoredYahoo17d ago
- MSFTunscoredYahoo17d ago
- MSFTunscoredYahoo17d ago
- SNOWunscoredYahoo17d ago
- HUBSunscoredYahoo17d ago
- NOWunscoredYahoo17d ago
- PLTRunscoredYahoo17d ago
- HUBSunscoredYahoo17d ago
- PLTRunscoredYahoo17d ago
- ORCLunscoredYahoo17d ago
- NOWunscoredCNBC17d ago
- PLTRunscoredYahoo17d ago
- OKTAunscoredYahoo17d ago
- BILLunscoredYahoo17d ago
- PLTRPalantir Technologies (NASDAQ:PLTR) Screens Strong on Accelerating Growth and Improving FundamentalsunscoredChartMill17d ago
- ORCLunscoredYahoo17d ago
- NOWunscoredYahoo17d ago
- ORCLunscoredYahoo17d ago
- NOWunscoredYahoo18d ago
- NOWServiceNow Stock Trending: Employees Build AI Agents with Nvidia Oversight
ServiceNow's EmployeeWorks AI and Nvidia-backed AI Passport directly extend its employee-record platform into agent governance, reinforcing the thesis that SoR platforms (here ITSM/HR) become the agent control plane rather than being replaced.
↑ poshighest convictionP1 Records, not contentP1Records, not content
Does the platform centre on durable records (tickets, accounts, employees) rather than unstructured documents or chat?
Benzinga18d ago - INTUIntuit Intelligence Now Available Internationally, Fueling Success for Businesses and Accountants on One Unified Platform
Intuit's international rollout of Intuit Intelligence shows its financial SoR platforms (QuickBooks, etc.) are being augmented with an agent layer, directly supporting the thesis that records-rich platforms monetize agent capabilities by expanding their reach.
↑ poshighest convictionP1 Records, not contentP1Records, not content
Does the platform centre on durable records (tickets, accounts, employees) rather than unstructured documents or chat?
Yahoo18d ago - FRSHunscoredYahoo18d ago
- PEGAunscoredYahoo18d ago
- APPNunscoredYahoo18d ago