ServiceTitan is a software stock in a new uptrend after an inverse head-and-shoulders pattern. It shows huge inflows, strong on-balance volume, rising cycles, a pinching MACD and a test and bounce off the 50-day moving average. x.com 

ServiceTitan looks mispriced, even more so than HubSpot, because its plumbers and HVAC contractors are not going to replace it by vibe coding their own software. @TheHimalayanYak, whose post this replies to, agrees that both are mispriced: most small businesses are not vibe coding, and no AI platform has yet emerged that delivers more out of the box. x.com 

ServiceTitan's valuation compression could persist even if it keeps delivering, because contractor software stickiness is unconvincing; contractors are crafty about cutting costs. Even after earnings sent it to all-time lows, it trades at 34x earnings for the fiscal year ending January 2028, still five to six quarters out, echoing Bill.com. Non-digital housing plays such as HVAC and paint makers, home improvement stores and homebuilders look preferable. x.com  x.com