AI Software Disruption Fears Are Overblown: Enough is Enough

I am calling it this morning. The AI disruption fear narrative is over. Software earnings have been nothing short of extraordinary this season. AppLovin just reported revenue up 59% year over year to $1.84 billion with net income up 109% and free cash flow of $1.3 billion. Palantir posted its fastest revenue growth rate as a public company. Atlassian jumped 29% on its print. Datadog, Axon, all delivering. Yes, the seat based license model has real headwinds and some companies will feel that pressure. But the broad narrative that AI is going to destroy the software sector has been conclusively blown up by this earnings season. This morning I walk through the IGV, use Palantir and the 3 day rule as a case study on how stocks sell off for the wrong reasons and then recover, and give my honest take on why the bulls will ultimately win the AppLovin debate.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #AppLovin #APP #Palantir #PLTR #Atlassian #TEAM #Datadog #DDOG #Axon #AAXN #IGV #AIstocks #SoftwareStocks #EarningsSeason #AIDisruption #stockanalysis #marketwatch #RigatoniCapital$APP $PLTR $TEAM $DDOG $IGV $QQQ