No, I feel the recent plunge i-To The Moon - Tiger Brokers Online Investing Community - To The Moon

No, I feel the recent plunge in AppLovin & Palantir reflects a sharp market recalibration rather than a purely fundamental collapse. Both reported robust growth but their prices have been caught in a broader sell-off triggered by fears of AI-driven disruption and high valuations rather than any wipeout scenario. However, the market is sharply recalibrating the price multiples it is willing to pay and this is healthy for the long run sustainability too.

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.

Comments

We need your insight to fill this gap

Leave a comment

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":532583365227720,"tweetId":"532583365227720","gmtCreate":1771046803543,"gmtModify":1771047514716,"author":{"id":4087165752269620,"idStr":"4087165752269620","authorId":4087165752269620,"authorIdStr":"4087165752269620","name":"Subramanyan","avatar":"https://community-static.tradeup.com/news/988f54e3be728c81c5f2a2af190b67fb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.31","exceedPercentage":"93.98%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.15","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":1040,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":685,"starInvestorOrderShareNum":663,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":218.45,"showRor":true,"investmentPhilosophy":"Cautious & patient aggression wins in the long run!","winRationPercentage":75.324675,"tradeVolumeEst":0},"themes":[{"themeId":"c5d905d116fb4c8c9f9de64ef747aa9e","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Software-mageddon: Is the Dip in AppLovin and Palantir a Buy?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c5d905d116fb4c8c9f9de64ef747aa9e}&rnconfig={\"headerBarHidden\": true}","description":"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.\nApplovin (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.\nApollo’s Co-President warns the software industry is entering an “extremely violent” tech cycle, where valuations reset and markets aggressively separate winners from losers.\nIs APP & PLTR a mispriced AI platform caught in panic selling?","image":"https://community-static.tradeup.com/news/8469dd6020aa67d61e50d4bc982bc3bd"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>No, I feel the recent plunge in AppLovin &amp;&nbsp; Palantir reflects a sharp market recalibration rather than a purely fundamental collapse. Both reported robust growth but their prices have been caught in a broader sell-off triggered by fears of AI-driven disruption and high valuations rather than any wipeout scenario. However, the market is sharply recalibrating the price multiples it is willing to pay and this is healthy for the long run sustainability too.</p></body></html>","htmlText":"<html><head></head><body><p>No, I feel the recent plunge in AppLovin &amp;&nbsp; Palantir reflects a sharp market recalibration rather than a purely fundamental collapse. Both reported robust growth but their prices have been caught in a broader sell-off triggered by fears of AI-driven disruption and high valuations rather than any wipeout scenario. However, the market is sharply recalibrating the price multiples it is willing to pay and this is healthy for the long run sustainability too.</p></body></html>","text":"No, I feel the recent plunge in AppLovin & Palantir reflects a sharp market recalibration rather than a purely fundamental collapse. Both reported robust growth but their prices have been caught in a broader sell-off triggered by fears of AI-driven disruption and high valuations rather than any wipeout scenario. However, the market is sharply recalibrating the price multiples it is willing to pay and this is healthy for the long run sustainability too.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/532583365227720","repostId":0,"isVote":1,"tweetType":1,"viewCount":96,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":384,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/532583365227720"}