Alex Pitti

Investing in software this year was one of if not my worst decisions ever. I spend 99% of my time on biotech and medtech and still thought it made sense to put 20% into these absolute abominations $team $now $fig $mndy $hubs

@mjohn707 Like nuclear war?

What would you press if blue you had to suck someone’s dick and red they’d suck your dick, but if everyone pressed red something else happened?

@NotInTheFace_69 2 2

AND THE YANKEES ARE GIVING ME ANXIETY

I don’t think I believe in love anymore

@hannahhelisaa Beautiful

chat we have a winner

@VincePagano Not in that little box. Better to go to a bar

@alex__pitti Not entertaining folks or enjoying sports normally I guess haha I'd keep em.

This is way better than apartments I've lived in.

@PRlNCESSKlNK Probably illegal in Europe

i feel like this should be illegal

@P_Earns24 Yeah but id rather buy a stock after the negative catalyst than before. You can't predict when sentiment will change. Amazon just changed from ai loser to ai winner in 2 weeks flat

@alex__pitti That’s kind of a huge point that they don’t right now and Service now does and has had this narrative for the past year and no end in sight. AI is a game changer, who knows when if ever this narrative and re-rating of SaaS lower ever ends

For everyone slobbering over $NOW stock after its +50% selloff…. Stop trying to catch the falling knife. There are still better options in the market even after the valuation of ServiceNow has been cut in half. Why buy a stock battling a doom narrative, growing revenue in the low 20s, and hiding a ~40x forward P/E behind massive stock-based compensation? When you could buy $META, which has: • No doom narrative • Arguably one of the widest moats on planet earth • Expected to grow revenue ~30% YoY • Less than a 20x forward P/E when considering Employee stock expenses are ALREADY fully deducted from the bottom line. Meta gives you transparent, consistent, and economic earnings. Stop paying a premium for dilution when the narrative has changed and the pricing power has been stripped away.

@P_Earns24 They don't now, but they have in the past and can again.

Hahaha wow, to make a comment so unilateral and black and white like that is just so idiotic I cannot even argue with a moron such as yourself. Yes, ANY stock COULD have a doom narrative. But MANY stocks do NOT. Such as META, or AMZN, or GOOG, or many other stocks. While ServiceNow has one of the most prominent doom narratives in the entire market.

$NOW The part that this current narrative driven selloff is fundamentally blind to is just how intense the move down in Price to FCF is… A 20%+ per year growing business with a rule of 40 score in the 55-57 range, that’s going to double FCF while simultaneously buying back shares hand over fist at significant discount to fair value… That is a potent mix of shareholder value creation. Funniest thing to see was Claude portfolio make $NOW its largest position lol. The market is forward looking and I’m sure we’ll see plenty of dip buying on the 13-F’s next quarter. Same thing happened with $UNH last year at 230-250… Now the question is… what will these guys show in the next few weeks at “Knowledge and annual analysts” day that’s going to wake the market up. Growth reacceleration was used multiple times during the last call and I have a feeling if that happens, the market will expand multiples rather quickly and we could see a rally to the low 100s by the end of the year.

@KrisPatel99 That's debatable. But it's a fact unh earnings fell sharply and servicenow earnings never fell

@alex__pitti Both companies had overreactions and went below their fair value.

Devils fans who wanted Brady Tkachuk in shambles.

Hockey people who think you need to be huge to score in the playoffs are devastated by Stankoven's success.

@JerryCap They have high expectations, but if you make 10% per week who cares if they eventually stop? Make 50% in a month and get out.

im beginning to think bottleneck investors have too high expectations

@mjohn707 Indirectly

@alex__pitti Is this a heated rivalry reference?

@kathsox 102

what age is it that men stop explaining baseball to you as a woman

@heshsson @JOrtega95 @TeamThirstTrap Game was over who cares

@JOrtega95 @TeamThirstTrap It’s an insufferable tiresome schtick that ran its’ course years ago.

rare #metsfacebook W

@fromby93 @bucketshopcap It's April 2026

@bucketshopcap It’s March 2007

Consensus here seems to be it’s 1996 right now.

@hannahhelisaa Pretty 😍

♥︎✿