I think the market is using em

I think the market is using emergence of AI as an excuse to force a readjustment of the software companies. I for one do not want these AI programmes to do everything for me. I believe there is an opportunity to buy, the biggest issue is knowing whether these software companies have the right idea and direction in mind.

This lesson is all the more reasons for software companies to properly work on their products without constantly relying on the AI crutch. Windows is a perfect example of not building on their success, instead they kept trying to chase easy value through their openai investment, then getting caught in no man's land.
The software should use AI as a booster, not as a replacement, for what they do best. Constantly trying to short-change their users will only serve to doom themselves.

Software-mageddon: Is the Dip in AppLovin and Palantir a Buy?

AppLovin reported Q4 revenue of $1.658 billion, up 66% YoY, with net income rising 84% to $1.102 billion. Adjusted EBITDA increased 82% year over year. Applovin (APP) delivered strong earnings, pushing back against the “software apocalypse” narrative sparked by Anthropic’s AI agents. Yet despite solid fundamentals, APP plunged 20% post-earnings. Apollo’s Co-President warns the software industry is entering an “extremely violent” tech cycle, where valuations reset and markets aggressively separate winners from losers. Is APP & PLTR a mispriced AI platform caught in panic selling?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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I believe there is an opportunity to buy, the biggest issue is knowing whether these software companies have the right idea and direction in mind.\n\nThis lesson is all the more reasons for software companies to properly work on their products without constantly relying on the AI crutch. Windows is a perfect example of not building on their success, instead they kept trying to chase easy value through their openai investment, then getting caught in no man's land. \n The software should use AI as a booster, not as a replacement, for what they do best. Constantly trying to short-change their users will only serve to doom themselves.</body></html>","text":"I think the market is using emergence of AI as an excuse to force a readjustment of the software companies. I for one do not want these AI programmes to do everything for me. I believe there is an opportunity to buy, the biggest issue is knowing whether these software companies have the right idea and direction in mind. This lesson is all the more reasons for software companies to properly work on their products without constantly relying on the AI crutch. Windows is a perfect example of not building on their success, instead they kept trying to chase easy value through their openai investment, then getting caught in no man's land. The software should use AI as a booster, not as a replacement, for what they do best. 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