Why I'm Not Buying the Dip Yet

AppLovin is down over 40% year to date, Meta has been selling off, and the broader software and tech space is deeply out of favor right now. This morning I walk through what is happening across the software and tech selloff, why the market is punishing names like AppLovin despite genuinely strong fundamentals and free cash flow... I also give my honest take on why I am not yet stepping in to buy the dip and what I am waiting to see before changing my mind.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 #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #AppLovin #Meta #SoftwareStocks #TechSelloff #BuyTheDip #AdTech #AIstocks #stockanalysis #marketwatch #techstocks #financialeducation #wealthmanagement #RigatoniCapital$APP $META $QQQ $IGV $MSFT $GOOGL