1. Ai assistants like clawdbot

1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted.
2. $Uniti Group Inc(UNIT)$ $Unity Software Inc.(U)$ is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further & decrease in value due to loss of market share competing with artificial intelligence

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

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":531738597159640,"tweetId":"531738597159640","gmtCreate":1770840670075,"gmtModify":1770840674585,"author":{"id":4172792741802032,"idStr":"4172792741802032","authorId":4172792741802032,"authorIdStr":"4172792741802032","name":"Chrishust","avatar":"https://community-static.tradeup.com/news/24621df13cba09ec37ac6463a6a888fc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"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 $1.102 billion. Adjusted EBITDA increased 82% year over year.\nApplovin (APP) delivered strong earnings, pushing back against the “software apocalypse” narrative sparked by Anthropic’s AI agents. Yet despite solid fundamentals, APP plunged 20% post-earnings.\nApollo’s Co-President warns the software industry is entering an “extremely violent” tech cycle, where valuations reset and markets aggressively separate winners from losers.\nIs APP & PLTR a mispriced AI platform caught in panic selling?","image":"https://community-static.tradeup.com/news/8469dd6020aa67d61e50d4bc982bc3bd"}],"images":[],"coverImages":[],"html":"<html><head></head><body>1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted. \n<br>\n2. <a href=\"https://ttm.financial/S/UNIT\">$Uniti Group Inc(UNIT)$</a> <a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a> is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further &amp; decrease in value due to loss of market share competing with artificial intelligence</body></html>","htmlText":"<html><head></head><body>1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted. \n<br>\n2. <a href=\"https://ttm.financial/S/UNIT\">$Uniti Group Inc(UNIT)$</a> <a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a> is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further &amp; decrease in value due to loss of market share competing with artificial intelligence</body></html>","text":"1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted. 2. $Uniti Group Inc(UNIT)$ $Unity Software Inc.(U)$ is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further & decrease in value due to loss of market share competing with artificial intelligence","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/531738597159640","repostId":0,"isVote":1,"tweetType":1,"viewCount":277,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["UNIT","U"],"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":500,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/531738597159640"}