Applovin. Every tracked FinTwit mention of $APP, newest first. 336 mentions since the first on Aug 20, 2025. See the price chart.
July 2026 · 4 mentions
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 13
Shay Boloor — $APP is down nearly 10% after BofA said its e-commerce pixel launch has yet to show a clear adoption uptick.
June installs slowed to ~750 from 950 in May with no meaningful accele…↗
The Future Investors — $APP AppLovin has officially opened its self-serve advertising platform to all advertisers, removing the referral-code requirement 🔓
Powered by its AI engine Axon, the platform n…↗
Jun 21
The Future Investors — The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨💼✨
1. $NVDA | Nvidia - $5.10T
2. $SPCX | SpaceX - $2.44T
3. $META | Meta…
May 2026 · 84 mentions
May 31
Tradable Astronaut — Top ranked software names on the Aion Index right now:
$SNOW 100
$TEAM 94
$GTLB 92
$NOW 90
$APP 88
$DDOG 87
But the real opportunity might be in the names sitting in the mid…↗
rubicon59 — Mr. Market was dumping $APP a week ago, but lovin it now. #efficient↗
May 27
rubicon59 — I wonder if $APP is still interested in $U↗
April 2026 · 21 mentions
Apr 30
rubicon59 — Why buy $META when you can buy $APP ?↗
Apr 28
rubicon59 — Great to have on your side as an investor. But I wouln't want to be around him personally. IDK about as an employee - it depends, I guess. $APP↗
Apr 24
rubicon59 — @KryptoBull2025 $DLO and $APP haven’t yet re-rated.↗
Apr 23
Michael | Hypermarkets — On November 30, 2022, ChatGPT launched. SPY was at $390 and now up 80% at $712.
Since then, AI has changed our world.
$APLD $1 -> $42 (4100%)
$IONQ $5 -> $84 (1580%)
$ASTS $2…↗
March 2026 · 25 mentions
Mar 31
Alphatica — ALPHATICA GEX-VOLUME RELATIVE STRENGTH SCANNER
Look at the Chg% column on the losers list. Every single name is green:
$SNDK +11%. $VRT +7%. $CRCL +8%. $LRCX +7%. $APP +7%. $PLT…↗
Shay Boloor — This macro washout over the past six months has created a lot of potential opportunity across popular growth names:
• $RGTI −76%
• $EOSE −75%
• $DUOL −73%
• $BMNR −71%
• $HIMS −69…↗
CK Capital — The $APP selloff led to an amazing discount to get into.
Way too oversold the numbers are insane.
January 2026 · 24 mentions
Jan 31
rubicon59 — Some of the biggest beneficiaries of AI are businesses with proprietary data that includes tight linkage to outcomes. Digital advertising businesses like $Meta & $APP come to…↗
Jan 30
rubicon59 — Clueless algos selking off $APP & $U on a google demo. Having said that, those two aren’t exactly bargains.↗
Jan 28
Shay Boloor — @VanquishTrader $CVNA & $APP get targeted a ton for their size↗
Jan 27
rubicon59 — How the tables have turned. $APP is now 10x $TTD MC. Who could have imagined?↗
December 2025 · 16 mentions
Dec 30
Trade Whisperer — 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Dec 27
Trade Whisperer — Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 25
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 18
Ben Pouladian — @zephyr_z9 Come to @AxonAdsManager $app↗
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
Ben Pouladian — APPLOVIN
THE BIGGEST COMPANY IN THE WORLD THAT NO ONE ACTUALLY UNDERSTANDS
Nice interview by the @tbpn team with Adam Foroughi Cofounder and CEO
They are about to launch @AxonAds…↗
Sep 29
Ben Pouladian — Refresher on how @AxonAdsManager works $app↗
Ben Pouladian — Meta cozying up to Google Gemini shows they’re threatened by AppLovin’s AXON. My enemy’s enemy is my friend. Oct 1 self-serve launch is about to change the game. $META $APP
https…↗
August 2025 · 2 mentions
Aug 24
Tech Fund — Why we are still bullish on $APP, despite the shares having gone up 10x since first taking a position👇
+ 7 more investment ideas!
(link in bio) https://t.co/lZ8sP3ingP↗
Aug 20
Tech Fund — $APP - Crocs is reducing ad spend on Applovin. As they kept increasing spend, they weren't get the same returns i.e. ROAS (Tegus interview) https://t.co/Rrsw94gHLr↗
July 2025 · 1 mention
Jul 14
Ben Pouladian — @StockMarketNerd Adam gets no love. Come on $app↗
June 2025 · 3 mentions
Jun 12
Ben Pouladian — 8/
Bottom line:
AppLovin is delivering rock-solid numbers, executing its strategy, and fending off fear‑driven narratives.
⚠️ Short-seller warnings are welcome—but only when backe…↗
Jun 12
Ben Pouladian — 1/Short selling plays an essential role in markets—when it’s grounded in facts. But when it’s built on outdated or misleading info, it becomes noise. 🧵
This is the 4th short-sell…↗
Jun 5
Fred Liu — Loved this interview with Adam at Applovin $APP. Insight into his strategic thinking + the story of building a $100BN firm with almost 0 funding (just $4M total).
And his decisio…↗
rubicon59 — Reminds me of KKR selling its 10% of $APP in 2024↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
rubicon59 — A year later, $APP crushed $SNAP, OFC↗
Jun 6
rubicon59 — My guess is $EVC should outperform $APP & $LFTO by a wide margin in the NTM. We shall see.↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 6
rubicon59 — The weighing machine is ahead so far. $APP 🏆 vs. $HIMS 😩↗
Jun 5
rubicon59 — $LFTO, along with $APP and $EVC is one of the purest AI application "plays". Aside from coding, it is hard to find a more natural near term AI beneficiary, and coding AIs aren't p…↗
Jun 5
rubicon59 — No large-customer concentration, and the $LFTO business is far more diversified than $APP beyond gaming on both supply and demand sides, though Applovin growth and margins remain s…↗
Jun 5
rubicon59 — $LFTO that IPOed yesterday looks very attractive IMHO. A similar business to $APP at essentially half the fcf multiple.”( my imperfect calcs). Also makes $EVC even more of a no-br…↗
Jun 1
Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗
rubicon59 — The YouTube numbers look suspiciously low here, but the point remains. $APP serves a massive number of highly-engaged gaming DAUs - more engaged than Meta users even.↗
May 26
rubicon59 — @ariaradnia $App management keeps quoting 1b DAUs. Where did the 1.6b number come from?↗
May 26
rubicon59 — That's 2x of Snap, YouTube, and Reddit combinded and way above TikTok's 1b DAUs. $APP↗
amit — @oliver80732720 Already have $META. I have not dug deep enough into $APP to buy it to be honest↗
May 25
amit — It has been a bull market, but not everywhere.
There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and…↗
May 24
PhotonBull — Only just saw this but @GMHikaru made a new YouTube video focused on stocks yesterday
He showed a mock portfolio and provided his reasoning for each move he made
Here is the ful…↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 22
rubicon59 — Another huge shot on $APP goal. There is no downside.↗
May 22
rubicon59 — Applovin new social media app, Gist is live in the Appstore (limited access, apparently). 👁️👁️ "Speak softly and carry a big stick." $APP↗
May 20
Dillon Valdez — @Jasonsmys Strong read. $APP is one of the cleaner examples of AI showing up in business economics, not just capex. AXON improves ad matching, advertisers recycle budget when ROAS…↗
May 19
Dillon Valdez — $APP won because its AI ad engine appears to be turning prediction quality into advertiser spend, then converting that spend into cash.
That is the real test: if AppLovin can matc…↗
rubicon59 — $APP now is a pure play on agentic commerce.
Did Mr. Market not notice just yet because busy chasing #AI dreams with no history of success but amazing theoretical future?↗
May 13
rubicon59 — AI agents creating and placing ads on the Applovin network. It is a whole new AI tailwind for $APP↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
rubicon59 — Mr. Market seems indifferent to these near term $APP growth drivers. With the current 60%+ growth likely to accelerate, no way the current ~30x multiple reflects the fair value. h…↗
rubicon59 — The weighing machine >> the voting machine. $APP $TTD↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
Alphatica — @Apo__strophe It was okay. It predicted the initial move correctly. Went as low as $442. The model performed and did exactly what it was supposed to do. $APP↗
rubicon59 — "A lot of the things we've been able to accomplish, just don't make sense to people." $APP↗
May 7
rubicon59 — "We are looking for a Machine Learning Engineer with strong experience in large-scale recommendation systems to help build the next-generation social media platform." $APP↗
May 7
rubicon59 — I am not a trader, but can’t imagine owning a better business than $APP at this price.↗
rubicon59 — Adam essentially confirms that $APP is working on their own a social app. Or that's how I read his answer when asked directly. 👀👀↗
May 7
rubicon59 — "The opportunity on our platform is large. The conversion rate will inevitably keep going up as we get more advertiser density." $APP↗
May 7
rubicon59 — "We are in the middle of testing a model to expand into other huge categories like auto insurance, health insurance, fintech, and food delivery." 👀 $APP↗
May 7
rubicon59 — "We have 1ba+ DAUs, undermonetized right now. Our conversion rates are pretty low, and are only going to go up as the models improve and advertiser density improves." $APP↗
May 7
rubicon59 — "We almost never churn customers once they get past the first 30 days on our platform." $APP↗
May 7
rubicon59 — So many growth catalysts. 1. Opening ad platform to self-service, 2. AI-created auto video adds, 3. Agent placing ads support, 4. new step-wise model enhancements, 5. a massive…↗
May 7
rubicon59 — "We haven't seen a slowdown in growth. We've talked about 20% to 30% long term growth in games, but never had a single quarter that came close. All way over those rates." $APP↗
May 7
rubicon59 — "I don't know of any other advertizing business that can grow (seasonally slow) Q1 over Q4." (Like $APP did.)↗
May 7
rubicon59 — "We are...opening our platform to the public in June". Means growth should inflect upwards by the year's end, IMHO. $APP↗
May 7
rubicon59 — Be a market wizard like KKR. Sell $APP now! (At at a multiple half its growth rate.)↗
May 7
rubicon59 — In a brilliant financial move in 2023, KKR wizards sold $335m-worth of their $APP shares at $21/share, with Applovin providing exit liquidity.↗
May 7
rubicon59 — Awesome quarter and guidance. But y’all should sell to avoid becoming exit liquidity. $APP↗
May 6
rubicon59 — Better sell $APP before you become exit liquidity. Hurry!↗
May 6
Alphatica — $APP is now red. We told you the flow was bearish. We meant it. https://t.co/d1Nbq0s0XL↗
May 6
rubicon59 — $APP 65%+ grower at ~30x cash earnings.↗
May 6
Shay Boloor — $APP Q1 EARNINGS
• Revenue $1.84B vs Est. $1.77B
• EPS $3.56 vs Est. $3.46
• EBITDA $1.55B vs Est. $1.49B
Q2 Guidance
• Revenue $1.93B vs Est. $1.89B
• EBITDA $1.63B vs Est. $1.5…↗
May 6
Alphatica — Lets see if the $APP after-hours move holds here.
OPTION SENTIMENT (IV Spread)
ATM Call IV: 183.16%
ATM Put IV: 191.15%
IV Spread (Call-Put): -7.99%
Sentiment: BEARISH - Puts t…↗
rubicon59 — Why is $APP CEO suddenly all over influencer podcasts just before earnings?↗
May 4
Ben Pouladian — Great interview from my brother from another Adam Foroughi the CEO and Founder of $APP Applovin
It’s quite the story and we share many things in common as children of Iranian imm…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 4
rubicon59 — $APP CEO just said on a podcast that some of their stock comp is tied to a $1T valuation. 👀👀↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
The Future Investors — Software stocks are being sold off again today 📉😱
Who will survive? 👀
Our article is still relevant.
Dive in now 👇
$CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK
h…↗
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
rubicon59 — My view is this is motley clickbait. $APP↗
Mar 5
TheValueist — Got 5-handle on $APP today. https://t.co/HDcbIppUHW↗
Mar 5
Michael Sikand 🦑 — $APP is up 23% since this post.
It was the easiest $$$ ever if you realized what was happening.
It's not a "software" company, yet its IGV inclusion (4.8%) was dragging it down a…↗
Michael Sikand 🦑 — We thought it'd be fun to imagine if $APP really is the engine behind OpenAI's MASSIVE advertising business.
More thoughts.
https://t.co/yH5thjlRIm↗
Feb 25
Michael Sikand 🦑 — I found a diamond in the software carnage.
$APP did $3.95B in free cash flow on $5.48B of revenue last year while growing 70% year over year.
But it's down from ATH of $700+ to…↗
Feb 25
rubicon59 — @business “journalists” are asleep
at the wheel? $APP↗
Feb 24
rubicon59 — The silly sellers will regret selling here. Give it a few quarters $APP↗
Feb 23
rubicon59 — If one’s goal is to accumulate more of a great business at better price, $APP selloff today is an opportunity.↗
The Future Investors — @qualtrim Is $APP your favourite? 👀👇
https://t.co/xD7LcaWojy↗
Feb 22
The Future Investors — 4 growth stocks having a brutal year so far 😱📉
$HOOD -32.7%
$DUOL -35.7%
$APP -37.9%
$HIMS -51.9%
Which one would you buy right now? 👀
Choose your fighter 🥊👇 https://t.c…↗
Feb 21
rubicon59 — Earning is an idea. FCF is reality. $META $APP↗
Feb 21
rubicon59 — It is hard to imagine a business better leveraged to AI on the upside than $APP↗
Feb 21
rubicon59 — This was already obvious 2yrs ago. When it comes to pass, $U is f’ed and $APP business will explode.↗
Feb 21
rubicon59 — This will turbocharge $APP ‘s ecommerce business bigly.↗
Feb 21
rubicon59 — Back in the day when $APP was invisible on fintwit….↗
Feb 20
Fred Liu — Key Take-Aways from @ballmatthew 's State of Video Games Report:
1. In-App Advertising 2x'd in last 5 years $APP
2. Mobile in-app ads is almost as big as PC & Console Spend combin…↗
rubicon59 — Another possibility is that $APP social network will be a shoping one.↗
Feb 20
rubicon59 — A huge milestone for $APP ecommerce expansion.↗
Feb 19
rubicon59 — As one can plainly see, $APP has hypergrowth, blue-sky TAM, modest valuation, and lots of optionality.↗
Feb 19
rubicon59 — @WisemanCap It is the social network news broken here on X and now picked up by Bloomberg. $APP↗
Feb 19
Michael Sikand 🦑 — $APP just hit $430 after hours on rumors it could power ChatGPT's ads.
This makes perfect sense.
Altman can't go to competitors like Meta or Google to build a world class ads pla…↗
rubicon59 — Who knows, TikTok may yet regret declining $APP’s bid.↗
Feb 19
The Future Investors — $APP AppLovin plans to build a next-gen social networking platform to expand its ad ecosystem, after its failed bid for TikTok’s U.S. operations 👤
Can it really compete with Meta…↗
Feb 19
Shay Boloor — $APP is planning to launch its own next-gen social media platform after its TikTok bid failed.
Management says the goal is to build proprietary organic traffic on top of AppLovin’…↗
Feb 19
Fred Liu — AppLovin - Interview with Xiaochuan (architect of $APP's Axon engine).
Thought this was the most in-depth public conversation on AppLovin's business to date. (P.S. Youtube has…↗
Fred Liu — Applovin wants to launch their own social media platform next. Discussed in this interview with Xiaochuan Ge, the architect of Axon (50min mark). $APP
https://t.co/9xyf9ACvSt
P…↗
Feb 19
rubicon59 — Everyone tries to factor $META and $GOOG crashing in on $APP ‘s turf. But who is modelling the opposite?↗
Feb 19
rubicon59 — A wild thought. Will $APP eventually launch their own social network in order to secure own inventory? Can they? Their attempt to bid on TikTok idicate a desire. On the other han…↗
Feb 19
rubicon59 — My claim: $APP stock will blow away $META because of the favorable (IMHO) combo of valuation and business perfomance. Let’s check again after a few quarters.↗
Feb 18
rubicon59 — Amen. “For a platform this early performing this well, it's upside is really immense.” $APP↗
rubicon59 — Oh look, $APP ad business must have improved this morning.↗
Feb 18
TheValueist — https://t.co/8tpguYYluo
$APP SOURCE CONTEXT AND LIMITATIONS
The source material is a long-form “Silicon Valley 101” interview (in Chinese, with translated narrative) with AppLovi…↗
Feb 18
rubicon59 — Some of us are holding out for $APP at $160. Anything is possible, I suppose. 🤷♂️↗
Feb 18
rubicon59 — Mr. Market is really missing out on $APP, just as it did a year ago and two years ago. But no one should be surprised at the alpha from here.↗
シバイヌおやびん（投資系VTuber） — 【アップラビン ( $APP) Q4 2025 アーニングスコール要約】
1. 全体の要約
冒頭挨拶（デビッド・シャオ IR責任者）
① 2025年Q4および通期決算の電話会議。CEO アダム・フォローギとCFO マット・スタンプが出席。
② 将来見通しに関する免責事項と、非GAAP指標の使用についての説明。
株価変動と市場の懸念への対応（アダム・…↗
Feb 15
Tradable Astronaut — $APP potential double bottom
Still early! https://t.co/4ULUveskmW↗
Feb 14
Michael Sikand 🦑 — $APP is one of the fastest growing AI-driven software platforms in the world.
23.3x Forward P/E
0.3 PEG ratio (God tier)
Avg. analyst target: $700 (79% upside)
Literally ZERO "AI…↗
rubicon59 — @forwardshortleg Meta does not dominate the space $APP dominates.↗
Feb 14
rubicon59 — Note that the e-commerce-advertising TAM for $APP is multiple times bigger than game-advertising. Also with more advert types variety, conversion rate from the cirrent games suppl…↗
Feb 14
rubicon59 — Unlike $META, $APP also remains capex-light.↗
Feb 14
rubicon59 — Nothing is certain, but $APP here sure looks like a far better AI pure-play than $META on the multiple, the execution, and the relative TAM dimentions.↗
Feb 13
rubicon59 — Mr. Market will come around on $APP as soon as the meds kick in.↗
Michael Sikand 🦑 — Added $APP and $RDDT as they look like SCREAMING buys right now
Anyone else looking to snatch the unfairly targeted victims of this saas sell off?↗
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR
• Software check-in:…↗
Feb 13
rubicon59 — @titsntrades That $App is a pure-play AI. Like Meta but far better.↗
rubicon59 — Wait till they find out that $APP is pure-play play AI.↗
Feb 13
Shay Boloor — Here are the key levels to watch for $APP on a potential bounce that's using Price Action Concepts Indicator from LuxAlgo: https://t.co/MIFSfXqWaw↗
Feb 13
Serenity — There are two companies that don’t care about market crashes.
$APP down 19.7%
$DNKG down 19.4%
$PINS down to 19.1%
$ASTS down 15.21%
$RDW down to 13.1%
$USAR down 12.4%
Silver d…↗
Feb 12
TheValueist — I like $APP leaps calls here. https://t.co/Nxp69IfiUO↗
Feb 12
Shay Boloor — $APP is getting hit because the market is still debating what the business actually is.
If it’s just a gaming ad network then margins compress over time but if MAX is discovery in…↗
Feb 12
Shay Boloor — 3 REASONS WHY $APP LANDED ON MY WATCHLIST
1. AppLovin just printed $1.7B of revenue (+66% YoY), $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth…↗
Feb 12
Shay Boloor — $APP DOWN OVER 15% https://t.co/mU8BjIZ6fP↗
Feb 12
rubicon59 — Good for alternative high-performance channels like $APP and $RDDT↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 12
amit — @OrionCasts For now its a hold…the entire market has shifted, even $shop or $app could not catch a bid today on great earnings
Opportunity cost is real but if you take the money a…↗
rubicon59 — $APP looks on track to ~$5.9b FCF this year.↗
Feb 11
Alphatica — $APP Q4 2025 RESULTS — THE RECEIPTS
WE SAID: BEAT ✅
RESULT: BEAT ✅
ALPHATICA vs STREET:
Revenue:
Alphatica: $1.63B
Street: $1.61B
Actual: $1.658B
Alphatica Error: 1.7%
Street Er…↗
Feb 11
rubicon59 — Great results and guidance from $APP as usual.↗
Feb 11
unusual_whales — Applovin, $APP, earnings:
- EPS: $3.24, est: $2.94
- Revenue: $1.65 billion, est: $1.61 billion
Cisco, $CSGO, earnings:
- EPS: $1.04, est: $1.02
- Revenue: $15.3 billion, est: $…↗
Feb 11
KaizenInvestor — $APP down 9% after a great Q4 double beat.
AppLovin’s latest report confirms its transformation into an AI software powerhouse. Revenue surged 66% year-over-year, while profits n…↗
Feb 11
TheValueist — $APP (Bloomberg) -- AppLovin forecast total revenue for the first quarter; the guidance beat the average analyst estimate.
FIRST QUARTER FORECAST
Sees total revenue $1.75 billion t…↗
Feb 11
Shay Boloor — $APP Q4 EARNINGS
• Revenue $1.66B vs Est. $1.61B
• EPS $3.24 vs Est. $2.94
• EBITDA $1.4B vs Est. $1.3B
Q1 Guidance
• Revenue $1.8B vs Est. $1.7B
• EBITDA $1.5B vs Est. $1.4B↗
Tradable Astronaut — A great start to the week for software names with $IGV up 6.6% over the last 2 sessions.
A big thank you to @AionAnalytics for helping us snipe an entry on $APP !
Were able to ca…↗
TheValueist — This $APP is working https://t.co/LkZWz30Kjm↗
Feb 9
Serenity — @hun_chang23441 I don’t know enough about $APP to comment.
That being said I’ve been looking for stocks sold off partly because of “AI” disruption narratives and $RDDT is persona…↗
Feb 8
Fred Liu — Seems like there's some interest. How much would you pay for an $APP dashboard updated 1x a week? Assuming the URL database grows over time?
(AWS credits aren't cheap!)↗
Feb 8
Fred Liu — It's Sunday morning, and here I am vibe-coding an Axon Pixel Tracker in EC2 with 0 coding abilities...
Coming for you Yipit😆 $APP https://t.co/1Kyrhsll7h↗
Feb 8
Fred Liu — On Applovin Ecommerce Ads $APP.
(From Ecommerce Playbook podcast 3 weeks ago.)
**
"So a couple things, number one: it turned out to be the third, the third largest investment ou…↗
Feb 7
The Future Investors — 📦 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 – Our monthly deep dive where we break down a company from A to Z.
Full fundamentals + final score ⭐
Check out the past 9 editions $AVGO, $SOFI, $IREN, $AXON…↗
Feb 7
The Future Investors — Next week multiple interesting companies will report their Q4 numbers 📊 👇
Tuesday: $SPOT $DDOG $HOOD Wednesday: $ALAB $SHOP $APP
Thursday: $NBIS $ANET $COIN
Which ones are you…↗
Feb 6
Shay Boloor — @LeverageShares The $APP sell off in 2026 has been nuts↗
Feb 6
The Future Investors — Stocks that got absolutely hammered YTD by AI fears 😱🩸
$U | Unity -47.5%
$APP | AppLovin -44.3%
$HUBS | HubSpot -44.3%
$FIG | Figma -40.6%
$IT | Gartner -39.7%
$TEAM | Atlassian…↗
Feb 5
Shay Boloor — $APP being down 45% in 2026 before they even report earnings is wild. https://t.co/memAHVlW6q↗
Feb 4
amit — $GOOGL
SUNDAR ON THE RECENT SAAS MELTDOWN:
- AI is going to be an enabling tool for software companies, we are seeing massive token usage
- Many companies are incorporating Gem…↗
TheValueist — I like taking a stab at $APP here. Earnings on 2/11/26.
(Bloomberg) -- Shares of AppLovin and Unity Software extended declines on Wednesday as concerns about disruption related to…↗
Feb 4
TheValueist — $APP *APPLOVIN QUICKLY EXTENDS DROP TO 12% https://t.co/6IOQoCLuMw↗
Feb 4
Shay Boloor — $APP down ~40% so far in 2026 https://t.co/vaUtJX25wI↗
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
Jan 26
TheValueist — It was only a matter of time.
$META $APP $GOOGL↗
rubicon59 — Anotber $app short report? Those short scammers continue with nonconsequences. :-((↗
Jan 20
InvestmentGuru — $APP
This report is based on exhaustive forensic investigation and fund penetration analysis. It reveals systemic compliance risks and suspicions of major financial crimes within…↗
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
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InvestmentGuru — Top 20 Picks for 2026
1. $NVDA – AI infrastructure king, earnings power still compounding
2. $AMD – AI accelerators + CPU share gains
3. $AVGO – AI networking + software cash mac…↗
Jan 10
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
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Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 9
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Jan 8
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
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Jan 6
Trade Whisperer — 🟦 Over 260 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
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Jan 3
Trade Whisperer — 🟦 Over 520 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
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Trade Whisperer — 🟦 Over 750 charts were uploaded this weekend. It's tough but we want to make the best system in the world and help as many traders as possible 💰
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— The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…
Trade Whisperer — 🟦Over 250 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
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The Future Investors — 📦 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 – Our monthly deep dive where we break down a company from A to Z. Full fundamentals + final score ⭐
Check out past editions $SOFI, $IREN, $AXON, $MDB, $HIMS,…↗
Dec 20
Trade Whisperer — 🟦Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 19
Trade Whisperer — 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Dec 18
Trade Whisperer — 🟦Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
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Dec 17
Trade Whisperer — 🟦 Over 250 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Dec 16
rubicon59 — Good move by $sezl management. Reminds me of $app buying shares on the cheap last year.↗
Dec 15
Trade Whisperer — 🟦 Over 500 charts were uploaded over the weekend. Our monthly smart candles charts can simplify stage analysis for long-term investors.
Join our community on FREE trial: https://…↗
Dec 2
Ben Pouladian — So it looks like @AxonAdsManager really performed during the peak shopping season. Congrats to Applovin team $app↗
The Future Investors — 📦 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 – Our monthly deep dive where we break down a company from A to Z. Full fundamental analysis + final score ⭐
Check out our past editions on $IREN, $AXON, $MDB,…↗
Nov 6
Ben Pouladian — @ZaStocks That was today. Holding thru $app earnings when everyone was scared about the guide. It’s truly a remarkable company that’s still misunderstood↗
Nov 5
Ben Pouladian — AppLovin’s last call made it clear they’re building a once-in-a-generation ad platform.
$11B+ in spend from a tiny advertiser base. As density grows, the AI trains itself convers…↗
Oct 6
Edwin Dorsey — If you used @FOIAsearch, you would have know about the AppLovin SEC inquiry weeks before the public and even the exact reporter working on the story! $APP https://t.co/X0SCQaVyZn↗
Sep 25
Ben Pouladian — @blondesnmoney Give the man his flowers, hes been early on $PSIX and $APP and many others↗
Sep 19
Ben Pouladian — That S&P rebalance hit hard. Demonstrated how under owned and misunderstood $app has been. Congrats to Adam and the team on this 10 year over night success! Onwards!↗