Software is on sale, the only thing to fear is fear itself

Dear crayon-eaters and glue sniffers,

This post should be easy to wrap your heads around. Stocks have a 100% correlation with earnings over the long term, earnings go up = stock go up, with me so far?

Every once in a while, a bunch of regards decide to sell growing companies because something dumb happened in the news. This dumb something was Anthropic coming out with an upgraded AI thing. Big deal.

Because of this sudden flood of stupidity in the markets, RDDT and NOW are trading at historic low valuations and meanwhile a business is a boomin’ 🤌🏼

Quality is on sale, these will have a quick rebound in 2026 and continue to grow for the next decade. I would do options if it weren’t for lack of cahones, but my conviction is very high nonetheless.

NOW forward PE OF ~25x with 20% growth. They’ve got an amazing track record. RDDT forward PE of ~22x earnings with 70% growth.

Position 58 shares of RDDT and 75 shares of NOW. Not financial advice, I was dropped on my head as a baby.