Applovin. Every tracked FinTwit mention of $APP, newest first. 99 mentions since the first on Aug 20, 2025. See the price chart.
June 2026 · 1 mention
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…↗
May 2026 · 55 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 · 3 mentions
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…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 9
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…↗
March 2026 · 4 mentions
Mar 16
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…↗
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…
February 2026 · 20 mentions
Feb 25
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…↗
The Future Investors — @qualtrim Is $APP your favourite? 👀👇
https://t.co/xD7LcaWojy
January 2026 · 1 mention
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…↗
December 2025 · 3 mentions
Dec 24
The Future Investors — 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%…↗
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,…↗
November 2025 · 4 mentions
Nov 24
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 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 — 📦 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,…
October 2025 · 5 mentions
Oct 27
Tech Fund — $APP ad budget share in e-commerce picking up again (Deutsche) https://t.co/ovtYFRnBq9↗
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…↗
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↗
June 2025 · 1 mention
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 — 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 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 -7% yesterday, +7% today. Respect the market, they say :-((↗
May 14
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%…↗
May 11
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…↗
May 10
rubicon59 — Odd that in 2023, Mr. Genuus consensus was that $APP earnings & growth were not sustsinable. 🤷♂️↗
May 10
The Future Investors — 4 stocks under pressure 📉😬
Who’s your top pick for the next 3 years? 🚀👇
$MELI $SOFI $APP $NOW https://t.co/ijK2kWNexR↗
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…↗
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
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 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…↗
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 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…↗
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…↗
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
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…↗
Feb 19
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 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…↗
Feb 13
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?↗
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 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
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 1
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 |…↗
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↗