If I had to pick the names from the earnings I went over today with the best upside potential over the next few months, I’d probably lean $NOW ServiceNow and $GOOGL Google. ServiceNow delivered a strong quarter with solid revenue growth, accelerating AI adoption, expanding cybersecurity capabilities, and raised full-year subscription revenue guidance. Despite the pressure on software stocks from AI disruption fears, ServiceNow continues to show why it could be one of the key enterprise platforms benefiting from the AI transition. Google also remains one of my favorites after another strong earnings report. The biggest question with Google has never been execution it’s valuation and expectations. The company has a history of delivering strong earnings but still experiencing moderate pullbacks before continuation. Both companies have strong AI tailwinds, but I’d expect volatility along the way. Great earnings don’t always mean straight up moves especially with mega cap names like Google. $SPY $QQQ