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Pieter Bakker

Pieter Bakker

ServiceNow ($NOW): The Governance Bet Behind 2026's Software Selloff
Stock Analyses

ServiceNow ($NOW): The Governance Bet Behind 2026's Software Selloff

ServiceNow crashed 60% on AI fear yet renewals, insider buying and AI revenue keep climbing. We break down the bull case before Q2 earnings.
03 Jul 2026 6 min read
T1 Energy (NYSE: TE): The AI Energy Play That Could Make or Break Your Portfolio
Stock Analyses

T1 Energy (NYSE: TE): The AI Energy Play That Could Make or Break Your Portfolio

T1 Energy is an AI infrastructure play with real growth and serious risks. We break down the numbers, the short seller claims, and the thesis.
23 Jun 2026 10 min read
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