$AppLovin Corporation(APP)$ Q4 revenue & profit are STRONG BEAT: ad revenue of $1 billion (e-commerce may reach 10%), EBITDA margin of 61.8% exceeded expectations.Axon 2.0 technology moat, currently in the ad loading efficiency & accuracy crushed competitors, in the game advertising market is the absolute leader, customer acquisition market share of more than 30% (+10pct year-on-year);The e-commerce track became the second curve, a major factor is Chinese cross-border sellers wildly buying volume.The largest e-commerce customer's budget in 2025 skyrocketed 6 times, and the platform's e-commerce budget accounted for nearly 10%, crushing TikTok and pushing Google;Controversy point 1: Previously Lauren Balik short APP, the main point of conten

AppLovin’s explosive 27% rally has reignited investor interest in high-growth tech stocks. With Twilio (TWLO), Palo Alto Networks (PANW), and Datadog (DDOG) set to report earnings, traders are looking for the next big surprise. Which of these stocks has the potential to follow AppLovin’s lead? Let’s break it down. Twilio (TWLO): A Comeback in Progress? Bullish Case: Twilio has been restructuring to focus on profitability, shifting from aggressive growth to sustainable margins. If its earnings reflect stronger-than-expected efficiency gains, the stock could rally. Bearish Risk: Growth has been slowing, and any weak forward guidance could weigh on the stock. Palo Alto Networks (PANW): Cybersecurity Leader to Outperform? Bullish Case: Cybersecurity remains a top priority for enterprises, and

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$AppLovin Corporation(APP)$  Buy the dip and keep long term

$AppLovin Corporation(APP)$  finally

AppLovin's stock price is expected to fluctuate based on various market and industry trends. Here are some predictions for AppLovin's stock price movement: - *Growth in In-App Advertising*: AppLovin predicts that in-app advertising will become increasingly popular in 2025, with more brands investing in ads on mobile apps [3]. - *Use of AI in Marketing*: AppLovin also predicts that AI will play a more significant role in mobile app marketing, with more developers using AI tools to enhance their marketing campaigns [3]. - *Growth in Mobile E-commerce*: AppLovin predicts that mobile e-commerce will continue to grow, with more users making purchases on mobile apps [4]. - *Adoption of Blockchain Technology*: AppLovin also predicts that blockchain technology will become more popular in the mobil

$AppLovin Corporation(APP)$ AppLovin is once again the target of short sellers, sparking market volatility. While some fear further downside, I see this as a potential buying opportunity.🔹 Why I’m Bullish:Strong Fundamentals: The company continues to post solid revenue growth, backed by its AI-driven ad tech platform.Market Positioning: As mobile advertising demand rises, AppLovin remains a key player in the space.Short-Term Overreaction: The sell-off may be exaggerated, creating an attractive entry point.Of course, risks remain, but I believe the long-term trajectory is still promising. What’s your take? Buying the dip or staying on the sidelines? 🚀📊

Two short sellers released reports on $AppLovin Corporation(APP)$ touching off a rout of as much as 21% in shares of 2024’s best performing technology stock.AppLovin, which provides marketing services to app developers, fell to about $312 intraday, the lowest level since November and the worst intraday drop since 2022, as investors unwound some of the blistering rally that saw shares rise eight fold last year. The stock was briefly halted for a volatility pause.The report comes with a perfect timing. The valuation is still too high after so many declines in the past 7 days.

The short report claims that $AppLovin Corporation(APP)$ high click-through rates and revenue growth could be attributed to deceptive strategies, rather than legitimate business practices, and that the company may have installed apps on users' phones without consent. If Apple, Google, or other authorities act on these allegations, AppLovin could face significant risks.Is the decline too much?

$Snowflake(SNOW)$  In my opinion is a significantly undervalued AI stock. While PLTR trades at exorbitant multiples, ❄️, with comparable growth and margins, is priced far lower. I believe the market overlooks ❄️'s crucial role in AI: providing seamless data liquidity.  Its platform enables efficient data storage, processing, and sharing—essential for AI model training.  Projected 30% revenue growth and expanding margins further solidify ❄️'s potential.  I expect its valuation to catch up as the market recognizes ❄️ not just as a data warehouse, but as a core AI enabler. This presents a compelling investment opportunity. 

my strategy is don't buy because I don't understand the business.

Interesting move I guess If I could i'd buy the dips⭐

AppLovin short report again!!