Signal log.
Weekday-after-close headlines scored against the five thesis pillars — directional read, pillar in play, conviction weight.
- TEAMunscoredYahoo18d ago
- NOWunscoredYahoo18d ago
- ASANunscoredYahoo18d ago
- HUBSunscoredYahoo18d ago
- PLTROkta, Datadog, Palantir Technologies, Zscaler, and Elastic Shares Are Falling, What You Need To KnowunscoredYahoo18d ago
- OKTAOkta, Datadog, Palantir Technologies, Zscaler, and Elastic Shares Are Falling, What You Need To KnowunscoredYahoo18d ago
- TEAMunscoredYahoo18d ago
- PANWunscoredYahoo18d ago
- MSFTunscoredYahoo18d ago
- MDBunscoredYahoo18d ago
- PANWunscoredChartMill18d ago
- ORCLunscoredYahoo18d ago
- MANHunscoredYahoo18d ago
- PANWunscoredYahoo18d ago
- PLTRunscoredYahoo18d ago
- NOWunscoredYahoo18d ago
- MSFTunscoredYahoo18d ago
- FRSHunscoredYahoo18d ago
- MSFTunscoredYahoo18d ago
- PANWunscoredYahoo18d ago
- MSFTunscoredYahoo18d ago
- MSFTunscoredYahoo18d ago
- MSFTunscoredYahoo18d ago
- SNOWunscoredYahoo18d ago
- HUBSunscoredYahoo18d ago
- NOWunscoredYahoo18d ago
- PLTRunscoredYahoo18d ago
- HUBSunscoredYahoo18d ago
- PLTRunscoredYahoo18d ago
- ORCLunscoredYahoo18d ago
- NOWunscoredCNBC18d ago
- PLTRunscoredYahoo18d ago
- OKTAunscoredYahoo18d ago
- BILLunscoredYahoo18d ago
- PLTRPalantir Technologies (NASDAQ:PLTR) Screens Strong on Accelerating Growth and Improving FundamentalsunscoredChartMill18d ago
- ORCLunscoredYahoo18d ago
- NOWunscoredYahoo18d ago
- ORCLunscoredYahoo18d 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