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

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

After Software Meltdown, Can Earnings Spark A Massive Rebound? $APP, $U, $NET

The software sector just endured its most brutal week of the year as fears of "AI Disruption" sent valuations into a tailspin. With giants retreating, all eyes are now on next week’s high-stakes earnings from AppLovin (APP), Unity (U), Cloudflare (NET), and Nebius (NBIS). While the market panics over whether AI agents will replace traditional SaaS, these four players represent the front lines of the AI evolution—from AI-powered ad engines to GPU-heavy clouds. Does recent software selloff represent a structural shift or a temporary panic? Which one would lead the recovery?

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