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Investment Strategies / Falling Knives
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Author: tecmo   😊 😞
Number: of 1023 
Subject: XSW : Software ETF
Date: 02/06/26 12:53 PM
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No. of Recommendations: 3
https://www.google.com/finance/quote/XSW:NYSEARCA?...

Down about 25%

most of the sell off has been attributed to fears of AI taking over from traditional SaaS, I think most of this is unfounded and the sector will adapt just fine.

tecmo
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Author: tecmo   😊 😞
Number: of 1023 
Subject: Re: XSW : Software ETF
Date: 02/06/26 12:59 PM
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No. of Recommendations: 2
Here is a good example

https://www.google.com/finance/quote/TTAN:NASDAQ?w...

Service Titan is down roughly 50%, revenue growing at a 25% clip... TTM Revenue is $915M, and will rise to $955 when they report next, currently trading at 6x that number.


tecmo
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