Is the growth stock sell off just a temporary correction?

I read a Finbite Insights article framing the recent sell off as a broader growth stock repricing, not just a software issue. The macro explanation around rates and valuations makes sense, but I am not sure it fully captures the risk of prolonged underperformance. When growth narratives unwind, multiples often stay compressed longer than expected even if earnings hold up. Original article here: https://finbiteinsights.substack.com/p/not-just-software-growth-stocks-whacked

‌$Salesforce.com(CRM)$ ‌$Uber(UBER)$ ‌‌$Intuit(INTU)$ ‌‌$ServiceNow(NOW)$ ‌‌$Adobe(ADBE)$ ‌‌$Workday(WDAY)$ ‌

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?

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