u/Bluebird-9641

Service Now is screaming Buy to me but I am afraid the fear around the SaaSpocalypse will keep it down moving forward. Am I overthinking this?

Total Revenue (Q1 2026) | $3.770B | +22% |

| Subscription Revenue (Q1 2026) | $3.671B | +22%

| RPO (Q4 2025) | $28.2B | +26.5% |

| cRPO (Q4 2025) | $12.85B | +25% |

| Free Cash Flow (FY 2025) | $4.58B | +34% |

| Deals > $1M ACV (Q4 2025) | 244 | +40% |

Consistent revenue growth, elite gross margins and an expanding cash flow, massive backlog, deep moat...

Checks all the boxes for a potential long term compounder, and A.I. should HELP it grow NOT hinder it!

So, am I overthinking by hesitating to buy right now? What are Your thoughts? Thanks.

3 Data center plays most wouldn't think of off the top of their head and 1 potential play on robotics.

Viavi (VIAV) is a network testing company (including cloud and data centers) that also provides optical technology solutions.

Nokia (NOK) is known as a cellular company but is repositioning itself as a core infrastructure provider for the modern data center.

Capstone Green Energy (CGEH) specializes in on‑site energy systems that generate electricity and simultaneously capture waste heat for heating, hot water, or cooling applications.

Indie semiconductor (INDI) provides chips that are used in automotive sensing and is expanding into quantum photonics that support technology essential for autonomous robots.

All of these stocks have had incredible runs in the last year, but may have some more room to grow, especially for the long term.

I don't have positions in any of them but they are at the top of my watch list and I will be monitoring their press releases and charts for the next few months.

Are any of you familiar with these companies, and what are your thoughts on them?

Companies like VRT, FIX, GEV are the main data center plays that everyone knows about at this point, I actually owned VRT way back when it broke above 70 but sold soon after (ouch). Also FIX was on my watchlist from around $400 but it never pulled back and I was left behind. I even remember the time when GEV spun off but I didn't research it enough and again I missed the boat. Could VIAV, NOK, CGEH be next? Time will tell.