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NOW · 7.7772 shares at $151.92
Filled Fri 16 Oct 2026 at the open · confidence 0.73 · price since fill -6.5%
Reasoning (model, verbatim)
EmployeeWorks adds concrete workplace automation tools, supporting the enterprise AI thesis. Increase the small holding, but limit the addition because product launches do not yet establish incremental revenue.
Invalidation the model set
Exit if subsequent results show declining enterprise adoption or management cuts guidance because AI products fail to convert into revenue.
Outcome so far
Last close $141.97, position still open.