This feels less about “Clawdbo-To The Moon - Tiger Brokers Online Investing Community - To The Moon

This feels less about “Clawdbot killing SaaS” and more about valuation compression meeting higher quality thresholds.

Cloudflare just printed 33% YoY growth with expanding FCF margins — that’s not a broken business. The issue is when a stock trades at premium multiples, even small changes in growth durability or AI monetization timelines can trigger multiple resets.

AppLovin’s dip shows how fragile sentiment is when expectations are perfection. In this environment, the market is demanding:

• Durable net retention

• Clear AI monetization (not just AI narrative)

• Expanding operating leverage

• Real free cash flow

The golden dip vs value trap question comes down to one thing: Is growth decelerating structurally or just normalizing after a hype cycle?

If SaaS can pair AI adoption with margin expansion, this is rotation — not collapse. If AI becomes margin-dilutive, then the multiple compression isn’t done.

The market isn’t killing SaaS. It’s repricing certainty.

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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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>This feels less about “Clawdbot killing SaaS” and more about valuation compression meeting higher quality thresholds.</p>\n<p>Cloudflare just printed 33% YoY growth with expanding FCF margins — that’s not a broken business. 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