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Applovin Corp

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Reddit Posts

r/pennystocksSee Post

How to Identify and Track Short Sell Candidates | Stock Trading Course

r/investingSee Post

Fast Growers portfolio: rddt, figr, onon, app

r/stocksSee Post

Fast Growers Portfolio: RDDT, FIGR, ONON, APP

r/stocksSee Post

Applovin or mclovin (fraud)

r/wallstreetbetsSee Post

Made it out

r/wallstreetbetsSee Post

Full port $APP 2X leverage got cooked 😭

r/stocksSee Post

What's your favorite non-AI, non-rocketship based growth stock / story?

r/wallstreetbetsSee Post

Not too sure if memecoin questions belong in this Subreddit, but...

r/wallstreetbetsSee Post

Betting on APP call options! 3 wins out of 4 so far!(((Those who like to project their own thoughts and perspectives onto others are prohibi

r/wallstreetbetsSee Post

Ad revenue train next stop $APP

r/wallstreetbetsSee Post

APP glitched due to low device storage, had to restart to close the position

r/smallstreetbetsSee Post

Tasty little small street bet $100->$700 with $2k more upside ($APP)

r/stocksSee Post

Are you buying software stocks now that they've fallen so much?

r/wallstreetbetsSee Post

software dump = bottom signal

r/WallStreetbetsELITESee Post

Appurbin real user testimonies

r/WallStreetbetsELITESee Post

Appurbin Analysis Report

r/stocksSee Post

Enterprise software outperformance

r/WallStreetbetsELITESee Post

AppLovin (APP): A Giant on a Mirage, or a Sophisticated Scheme?

r/WallStreetbetsELITESee Post

AppLovin (APP) Analysis Report

r/WallStreetbetsELITESee Post

AppLovin (APP): Suspicion and status summary

r/stocksSee Post

S&P and NASDAQ have erased 7 months of gains in 3 weeks.. so why buy and hold?

r/wallstreetbetsSee Post

AppLovin is Too Cheap to Ignore

r/stocksSee Post

AppLovin is Too Cheap to Ignore

r/stocksSee Post

Robert Smith on software in the age of AI

r/WallstreetbetsnewSee Post

Holographic/VR/AR Industry Development Weekly Report, Week 11,

r/smallstreetbetsSee Post

3 High‑Growth Stocks I Think Are MASSIVELY Undervalued (March 2026) (growing 50-100%/y)

r/optionsSee Post

Does anyone here sell OTM naked calls of expensive stock taking the chance of being assigned?

r/wallstreetbetsSee Post

Trade idea tomorrow

r/optionsSee Post

Trade idea

r/stocksSee Post

$APP Has Gone from Overvalued to Now Cheap?

r/optionsSee Post

Is there some APP on phone that I could use to paper trade options?

r/wallstreetbetsSee Post

AppLovin Fourth Quarter 2025 Earnings

r/wallstreetbetsSee Post

APP earnings tomorrow: what should I do to make money?

r/stocksSee Post

Sold my entire portfolio & bought APP

r/smallstreetbetsSee Post

Missed the IBIT puts, still caught the calls

r/stocksSee Post

SCAM VERIFIED: AVOID AST PRO, AVOID "INVESTMENT CLUB"

r/StockMarketSee Post

APP holding above the 200MA while still below the 50MA - interesting risk/reward

r/wallstreetbetsSee Post

is anyone watching APP

r/wallstreetbetsSee Post

Thoughts on APP at These Levels?

r/stocksSee Post

APP getting nuked before Jan LEAPs… am I insane for thinking bounce?

r/wallstreetbetsSee Post

APP dump into Jan LEAPs = fake or real?

r/wallstreetbetsSee Post

1m -> 46m in 3 hours

r/wallstreetbetsSee Post

I outsourced all my trading decisions to an AI for a week. Here are the results.

r/stocksSee Post

Thoughts on AppLovin (APP) at current levels?

r/stocksSee Post

Bought $APP in early 2023 - exited the trade with $650/share gain !!!

r/wallstreetbetsSee Post

Bought $APP in early 2023 - exited the trade with $650/share gain !!!

r/WallstreetbetsnewSee Post

Holographic/VR/AR Industry Development Weekly Report

r/investingSee Post

What is the best performing hedge fund manager holding?

r/stocksSee Post

Stocks I'm buying now

r/smallstreetbetsSee Post

Buzzfeed has a new app!

r/investingSee Post

Finding Stars among mega-cap stocks

r/stocksSee Post

Recent SPY additions are all dud!

r/stocksSee Post

Applovin ($APP) Breach of contract reports and first-hand experience

r/wallstreetbetsSee Post

$APP AppLovin's business risks, Developer account Suspensions & Withheld earnings

r/wallstreetbetsSee Post

$APP AppLovin's core business risks, Developer account Suspensions & Withheld earnings

r/optionsSee Post

Need WEBULL APP help …

r/smallstreetbetsSee Post

APP earnings on 5th November

r/wallstreetbetsSee Post

In these trying times, all we need is Unity - A Generational Opportunity (reupload)

r/wallstreetbetsSee Post

In these trying times, all we need is Unity - A Generational Opportunity

r/wallstreetbetsSee Post

Puts on APP – Link: AppLovin Nonconsensual Installs

r/wallstreetbetsSee Post

[DD] RDDT $2.3M Full Family Port Yolo - BTFD, Betting The Family Dynasty

r/wallstreetbetsSee Post

Applovin (APP): best stock I've owned this year, buy at discount.

r/StockMarketSee Post

AppLovin stock tanks on report SEC is investigating company over data-collection practices

r/wallstreetbetsSee Post

$APP - Didn’t hear no bell!

r/wallstreetbetsSee Post

Had to… weekly on $APP on this intra-day sell off

r/optionsSee Post

APP is getting crushed - SEC is investigating again!

r/wallstreetbetsSee Post

What‘s the ticker you made big money on and what story lies behind it?

r/WallStreetbetsELITESee Post

Is AppLovin (APP) the hidden AI stock play of 2025 or just another bubble?

r/smallstreetbetsSee Post

20 min APP scalp to meet my daily goal

r/stocksSee Post

The time is coming soon to start buying puts

r/wallstreetbetsSee Post

APP gains.

r/smallstreetbetsSee Post

Top stocks hitting 52-Week Highs/Lows - September 12, 2025 📈 📉

r/smallstreetbetsSee Post

Top stocks hitting 52-Week Highs/Lows - September 8, 2025 📈 📉

r/smallstreetbetsSee Post

Pre-Market Gainers and Losers for Today (September 8, 2025) 📈 📉

r/stocksSee Post

Robinhood ($HOOD) and AppLovin ($APP) to be added to S&P500 on Sept. 22nd, replacing MarketAxess ($MKTX) and Caesars Entertainment ($CZR)

r/wallstreetbetsSee Post

Can’t wait for Monday. $APP and $HOOD gains.

r/investingSee Post

Oh shit! Robinhood just got into sp500! is currently short squeezing leveraged shorts who jumped in after jobs report

r/wallstreetbetsSee Post

Oh shit! Robinhood just got into sp500! is currently short squeezing leveraged shorts who jumped in after jobs report

r/wallstreetbetsSee Post

$APP YOLO 100k+

r/wallstreetbetsSee Post

APP & HOOD To Join S&P500

r/wallstreetbetsSee Post

$APP gain

r/wallstreetbetsSee Post

S&P rebalance today

r/stocksSee Post

Markets are at record highs. Which growth stocks still have room in H2 2025? Here are 5 with surprising data

r/stocksSee Post

Microsoft tension

r/wallstreetbetsSee Post

100k+ YOLO $APP

r/stocksSee Post

Thoughts from a strategist at Zacks Investment

r/wallstreetbetsSee Post

Finally Someone Is Working On The Next Super APP -- Virtual Artificial Assistance

r/wallstreetbetsSee Post

What features do you think are missing in existing investment research apps?

r/investingSee Post

What features do you think are missing in existing investment research apps?

r/wallstreetbetsSee Post

$3M on Unity - My DD for U

r/wallstreetbetsSee Post

$3M on Unity - My DD for U

r/wallstreetbetsSee Post

Blew up 30k in 2 days and yoloed last 15k into APP calls for earning.

r/WallStreetbetsELITESee Post

The Velocity Sector: Identifying 2025's Premier High-Growth Mid-Cap Technology Leaders-Next AI Winners?

r/WallstreetbetsnewSee Post

Trump Shakes Up Chip Stocks With Tariff Plan

r/stocksSee Post

Looking past tariffs

r/wallstreetbetsSee Post

APP Paid. YOLO’d Full Port Into 90 TTD Puts.

r/smallstreetbetsSee Post

Embraer corrected its financials and posted a H1 profit of $ 45M, reversing previously reported adjusted losses of $ 87M. The revision stemmed from a deferred tax adjustment in Q2.

r/WallstreetbetsnewSee Post

Earlier on Wednesday, Trump imposed an additional 25% tariff on India, bringing total U.S. levies on the major trading partner to 50%.

r/stocksSee Post

S&P 500 may get a new member soon! Which company do you think would make it into the index?

r/investingSee Post

The world is entering a liquidity-driven, AI-powered supercycle, and I intend to own the fastest horses riding the biggest narrative waves.

Mentions

Well my entry on SNDK was 1220, so idk.. Guess i'll go smoke a joint and dont look at the APP anymore today

Mentions:#SNDK#APP

GRAB business model is little bit different, they want to be super APP. And Grab bought UBER business in South East Asia

Just came here to post for posterity that APP is $432.

Mentions:#APP

GOOGLE WILL PERMIT THIRD-PARTY STORES IN ITS APP STORE STARTING NEXT WEEK. google bagholders, good news for u

Mentions:#APP#WEEK

I think AI makes it easier to target an audience with specific ads and makes it easier to create different ad formats. META and GOOGL can continue to grow, but RDDT and APP have opportunities to take share of a growing pie if they can prove a higher or at least comparable ROAS at a potentially lower or comparable CPM than GOOG or META. I think the Reddit audience keeps growing, and there are many Reddit users (myself included) that spend a majority of social media time here vs other platforms. That's a new audience for advertisers to get in front of, and my purchase intent is high when I'm searching what Reddit thinks about a product, service, or restaurant I'm looking into. I think the market is focused on the risks (which there are many), and undervaluing the opportunity (including the emerging search business) for RDDT ads. APP provides access to an audience playing these addicting mobile games. Another new audience that spends more time playing mobile games than other media forms. They often have to watch the full-ad, and have put a lot of effort into building Axon so it delivers ROAS outcomes to customers (APP doesn't charge by CPM, their pricing model is based on expected ROAS). APP needs to prove Axon leads to conversions (i.e. sales) for advertisers now that it moved beyond beta testing.

A lot of growth not enough value. APP is crazy profitable. So is RDDT. I think advertisement sector is gonna get bigger once companies start to put ADs in them (Which will happen whether people like it or not). However there are very big players in this game, like META and GOOGL. It might get rough out there.

I too have subscribed for 2.5 years now and it is way too expensive for what he provides. Great education for sure but overall you may beat the market if you happened to be in the ones that are doing well. Right now July 14th 2026 he has a decent amount of double digit profits in his buys. This is the first time in 3 years that has happened. With many of them he has waited 60 days for just 12% (MATX) and a few like CRWD and KRYS it took 4 weeks for 16%. He took a hit on KRYS today but he did sell half at 17%. This is one of many many stocks on his recommended list. He has at least 60% you take 5% or more losses on or do nothing. My issue is he has not adjusted his system to buy the real leaders like SNDK (in April) was although he was in MU. He sells out of great winners for 30% gains instead of selling at the 21 day or 10 day. In 2024 Mark Ritchie had APP and sold for 30% and the thing went 200%. I understand the concept that you put together enough of these and you will have a great return but there just aren't enough of these with his criteria. Some people do well but are the very small minority. Maybe 5% do well. Maybe they have time to sit in front of a computer all day and monitor and study on the weekends. I find buying Episodic Pivots - Pradeep Bonde and Quallamagie way more effective because they are looking not just for tightenings but real power with and ADR of >5%. Super huge surge in buying and then a tightening before resuming and of course Episodic Pivots.

Agreed it's definitely expensive, and I'm hopeful the market sends shares lower. However, its quite astonishing how many people play mobile games and APP owns the advertising network that targets that audience. The catalyst from June was opening the ad platform to general availablility, and I suspect there will be headwinds with onboarding and scaling, which the current valuation leaves no room for. So I'm holding, but this is a company that has grown revenue 66% over LTM and a 64% Net Margin that offers access to a unique audience.

Mentions:#APP#LTM

APP with 150b market cap and 38 p/e for an advertising platform, just wow

Mentions:#APP

APP must have been the leading indicator yesterday

Mentions:#APP

but APP… 😭

Mentions:#APP

APP is screwed, massive downturn on double the average volume… buttt uggllllly fugllly!!!

Mentions:#APP

Got APP puts

Mentions:#APP

Thoughts on the APP sell off? eCommerce pixel adoption slowdown but seems overblown given its a new product that's only a month old.

Mentions:#APP

Just noticed that CRM and APP have finally diverged, SaaS may be about to do some interesting things over the next few weeks

Mentions:#CRM#APP

Somehow this turd of an APP is up almost 50% since the bottom a month or so ago

Mentions:#APP

APP stock down 10% today 💀

Mentions:#APP

Why is APP down 9%?!

Mentions:#APP

Why is APP down so much ?

Mentions:#APP

I bought APP during the software selloff. Totally caught a falling knife that I had to hold almost 4 months I sold weekly calls and made up for my mistake on other trades. Finally got a big spike in value and hit the sell button, with only a small loss. Having a great year otherwise. Mistakes happen

Mentions:#APP

\*META: MUSE IMAGE AVAILABLE TODAY ACROSS META AI APP, ON [META.AI](http://META.AI), INSTAGRAM STORIES IN US, WHATSAPP IN SOME COUNTRIES, COMING SOON TO FACEBOOK

Mentions:#MUSE#APP

half my portfolio is in $APP shorts I need to lock in

Mentions:#APP

Some companies I like right now. NOW, VEEV, SAP, TYL, TRI, HUBS, APP, and maybe ZETA. I also like DDOG and CRWD but their valuations are crazy stupid right now.

A company named Applivin ($APP) has a Marketcap of 169 Billion . Sharon $SHAZ should at least be 5B Marketcap by that logic

Mentions:#APP

>[–]taffy_laffy 1 point 2 days ago >HOLY FUCK WEEKEND FUTES. >BEARS DELETE THE APP BEFORE MARGIN CALLS BEARS WERE GIVEN AMPLE WARNING.

Mentions:#APP

option trading is very easy to use, and there's no $9 to make a trade either. Charts are meh. I like Webull's better. Robinhood has a very good APP and overall UI, but the option trading is far easier than any other trading platform.

Mentions:#APP

>I politely and graciously pointed out areas of the site which were excessively lagged OP in reality: I WILL EAT YOUR FIRST BORN CHILD IF YOU DO NOT FIX THIS APP YOU DONKEYYSSS!!!!!!

Mentions:#FIX#APP

I am on the APP now the Caconator Combo is $15.70 Large Chili says $6.41 and JESUS the Baconator is $10.70 IT WENT UP AGAIN

Mentions:#APP

NVDA is dead, AVGO is dead, MRVL is dead ORCL is dead, MSFT is dead, RDDT is dead APP is dead

why is APP down 8%?

Mentions:#APP

ZUCKERBERG DIRECTED META TO CREATED PREDICTION MARKETS APP - NYT shocker

Mentions:#APP#NYT

APP puts gang who’s ready for the dip

Mentions:#APP

I think I’ve got this shit figured out now. Do some quick 0dte scalping from 10am-11am. Make 30%. Then CLOSE THE APP. So far so good

Mentions:#APP

这是哪个APP

Mentions:#APP

Bought some APP calls cause of my boy Tim apple

Mentions:#APP

Post sounds regarded so probs not going to outperform as 95% + don’t over the long run. Can tell bro doesn’t understand statistics, just looks backwards at chart going up. With that being said RDDT, APP, ZETA, NOW.

Lol as an investor heavy in HOOD stock I keep hearing "HOOD is down!!!" Um ... it's up? Oh you mean the APP not the ticker ... LMAO!!!

Mentions:#HOOD#APP

fuck robinhood POS APP

Mentions:#APP

wtf Robinhood is stealing money from me. FIX THE DAMN APP

Mentions:#FIX#APP

HOOD APP Crashing!

Mentions:#HOOD#APP

$NBIS, $APP, $APLD diamond hands

never thought my husband would die but CHECK OUT THIS AWESOME LIFE INSURANCE APP THIS SLIDER IS SO NICE

Mentions:#APP

HEY MODS I WANT TO CLAIM MY SHEKELS BUT YOUR APP KEEPS CRASHING "**8 RESOURCE\_EXHAUSTED: this app has exceeded its redis quota and all writes will be blocked going forward, if you are the developer please contact Reddit Dev Platform Support**" MEEEEH

Mentions:#APP

Look what happened to HOOD and APP

Mentions:#HOOD#APP

APP is now a value stock

Mentions:#APP

This is the right answer. Moloco has been profitable for a while, and has no debt or low margin businesses like Vungle (which is at least 30% of Liftoff’s revenue). Neither will be APP obviously, but I might jump in on Moloco if they go public in the $5-7B range

Mentions:#APP
r/stocksSee Comment

The issue is that a lot of the "monthly active users" they report are not actual users. It's people who's phones automatically opened the APP so that the OEM meets a quota outlined in a distribution deal.

Mentions:#APP

CRM, APP, NOW, MSFT (sort of, but not really), TEAM

Mentions:#CRM#APP#MSFT
r/wallstreetbetsSee Comment

Why not XOVR and NASA? They hold significant SpaceX exposure (20% or so) along with RKLB, PL, FLY, GOOGL, APP, META, ALAB, etc., been chugging along nicely!

r/wallstreetbetsSee Comment

is MDB going to moon later like APP

Mentions:#MDB#APP
r/wallstreetbetsSee Comment

This APP 600c I added to my watchlist last week is making me sick. Lost 20k on SPX straddles this week instead. Truly regarded

Mentions:#APP
r/wallstreetbetsSee Comment

APP. Why? Just ask my kids

Mentions:#APP
r/wallstreetbetsSee Comment

Digital turbine(APP) is 40% up told you this will skyrocket. Load up while you can.

Mentions:#APP
r/wallstreetbetsSee Comment

Damn knew I shoulda bought those APP calls yesterday

Mentions:#APP
r/wallstreetbetsSee Comment

Why is APP pumping

Mentions:#APP
r/stocksSee Comment

time to buy ZS. Massive overreaction, and the market usually buys the dip after the er crashes (APP, NOW, WDAY)

Mentions:#ZS#APP#WDAY
r/wallstreetbetsSee Comment

jfc MU and APP

Mentions:#MU#APP
r/wallstreetbetsSee Comment

holy fuckinf shit APP

Mentions:#APP
r/wallstreetbetsSee Comment

Seriously though. All uber has to do is a be a middleman with an APP. Instead it blows billions doing shit it’s not (self driving cars for example). How to shareholders not riot.

Mentions:#APP
r/wallstreetbetsSee Comment

Too much hyperfocus on semis right now. I've been through this rodeo before and I can tell you it will end and end badly... 2000 was more than just dot com. It was semis that drove that crash. As far as APP is concerned, it's uninvest-able right now. Shorts have taken control over manipulating the stock, so until the company does something meaningful to limit this volatility, you're exposing your cash to alpha risk (firm specific risk above the benchmark risk you'd normally take buying an industry index). Numbers at AppLovin are stellar, no doubt about it. I also don't worry about moat once this platform opens up in June...but let's face it, the stock structure gives shorts too much control right now, so nothing else matters.

Mentions:#APP
r/wallstreetbetsSee Comment

Short Reddit fuck this APP

Mentions:#APP
r/wallstreetbetsSee Comment

Game Ad market saturated, to break into other stuff they face ad biz competition from Meta, Goog, Amzn... I also saw something about APP being a beneficiary of Apple pulling a rug from under the old ad players few yrs ago which they might do again to APP. 

Mentions:#APP
r/wallstreetbetsSee Comment

Why did APP throw itself off a fucking cliff again

Mentions:#APP
r/wallstreetbetsSee Comment

Yeah it’s crazy because no other industry sees this shit lol TTD, RDDT, META, APP just trade on vibes

Mentions:#TTD#RDDT#APP
r/wallstreetbetsSee Comment

Honestly i think people DO talk about APP a lot now, just with a ton of skepticism attached to it ad-tech companies always get this “looks amazing until growth slows one quarter” treatment from the market. plus people see insane margins + AI narrative + buybacks and immediately start wondering what the catch is lol

Mentions:#APP
r/wallstreetbetsSee Comment

Don't know about APP, but RDDT is also in a much earlier phase. E.g. SNAP/PINS are the common comparables, and both are closer to their user caps (whatever they are) than RDDT to its own user caps (whatever they are). This means user growth should expected to be high (as was true for AMD/Intel when they meaningfully enter(ed) the good-for-AI GPU market).

r/wallstreetbetsSee Comment

This graph doesn’t show the revenue growth rates. If it did then you’d see how APP and RDDT are entire leagues above the competition. I do agree that RDDT is a great buy as well. I don’t know too much about NOW to comment on that, but valuation wise it does look good

Mentions:#APP#RDDT
r/wallstreetbetsSee Comment

I think you’re right and the time will come for APP and RDDT. But the market just doesn’t care right now. Patience.

Mentions:#APP#RDDT
r/wallstreetbetsSee Comment

You have not been on X. WSB himself bought a pigeon meme coin on fomo APP.

Mentions:#APP
r/stocksSee Comment

I’d go MELI, RKLB, GOOGL, AXON, APP, AMD, MU, NOW

r/wallstreetbetsSee Comment

#MU and SNDK shorts, remember when Margin Calls do not answer. Grab the burn bag, delete the APP and go to the bush.

Mentions:#MU#SNDK#APP
r/wallstreetbetsSee Comment

APP to 455 on open

Mentions:#APP
r/wallstreetbetsSee Comment

$APP

Mentions:#APP
r/wallstreetbetsSee Comment

APP is 70% of my portfolio and I really hate this shit sometimes lmao. Actually crazy the FUD going on

Mentions:#APP
r/wallstreetbetsSee Comment

APP allergic to 500

Mentions:#APP
r/wallstreetbetsSee Comment

haha fuckers my shitass stock APP is up 3% today. Doesn't negate my -70% all time losses but its something

Mentions:#APP
r/wallstreetbetsSee Comment

You full-ported 2x APP and then asked why a 10% no-news move hurts. That's not the stock being broken. That's leverage doing exactly what you paid for. TradingWizard is basically TradingView with AI built in, but no scanner saves a 98% concentrated YOLO.

Mentions:#APP
r/wallstreetbetsSee Comment

OpenAI/Anthropic can collect subscriptions- how does META, SAP, ORCL make money.   Advertising market will suddenly fragment - there goes GOOG, META and APP - new niche shopping sites to emerge as early as 6 mos….no wonder only 5-10% backlog turns to revenue

r/wallstreetbetsSee Comment

Well the actual stock $APP is up today so if you had actually invested in that, you'd be green. Grats I think?

Mentions:#APP
r/wallstreetbetsSee Comment

full port 2x leverage on a single name is the most efficient way to learn position sizing the hard way. APP dropping 10pct on no headline means either institutional rebalancing or the kind of liquidity-dry random sell-off that hits high-beta names. the trade isnt wrong, the leverage size was

Mentions:#APP
r/wallstreetbetsSee Comment

Best stock for swings. Can't go wrong with APP and TSLA

Mentions:#APP#TSLA
r/wallstreetbetsSee Comment

Why is APP down? Strong Q1 results yet down by $37 today

Mentions:#APP
r/wallstreetbetsSee Comment

Buyin APP hand over fist. Insane that’s it’s still sitting at these levels after that heater er

Mentions:#APP
r/wallstreetbetsSee Comment

$APP breaks its 200 MDA this week?

Mentions:#APP
r/stocksSee Comment

APP has better numbers than PLTR (OBVIOUSLY the moat is entirely different and demands a lower multiple) but trades at half the Mcap. I am accumulating. Buying NOW:CRM at 80:20 based on conviction and that AI is SaaS accretive. Own some CAT. Energy (Cameco & CAD oil, I wish I could say Bloom). PMs.

Mentions:#APP#PLTR#CRM
r/stocksSee Comment

AXON and APP tanking again after both popping off last week on great earnings. Such a ridiculous market.

Mentions:#AXON#APP
r/stocksSee Comment

This is a top tier post. I agree with the smaller names, own IOT, DDOG, BRZE, APP, U and still like cyber names like rbrk and even NTSK. Watching NET for a better entry.

r/wallstreetbetsSee Comment

APP is the most POS stock to ever IPO

Mentions:#APP
r/wallstreetbetsSee Comment

I guess I’ll buy some APP here

Mentions:#APP
r/wallstreetbetsSee Comment

Im not OP but I’ve been down because of RDDT and APP

Mentions:#RDDT#APP
r/wallstreetbetsSee Comment

Basically, I fed the post from earnings-edge (the link above) into Claude asking to sort the tickers along two axis (valuation fragility / thematic fit (in other words, what market loves now). Earnings-edge regularly posts setups listing bull and bear thesis, price action around earnings, etc. Not bad, huh? (Contrarian) DIS: +7% (Sweet spot) UBER: +8% (Stretched, off-theme) BROS: -9% (Danger zone) <- all over the place, which is why it's better to avoid this quadrant DASH: -0.51% APP: +7% AXON: +9% COHR: -7% ARM: -10%

r/wallstreetbetsSee Comment

APP long calls into august

Mentions:#APP
r/wallstreetbetsSee Comment

APP fucked everyone lmao

Mentions:#APP
r/wallstreetbetsSee Comment

APP

Mentions:#APP
r/wallstreetbetsSee Comment

lets go APP

Mentions:#APP
r/wallstreetbetsSee Comment

Can someone please tell me why APP is tanking? They beat ER, offered good guidance, shit is not priced in leading to er, and much below ath

Mentions:#APP
r/wallstreetbetsSee Comment

Shitty overnight movement. Currently sitting at $469. Although I do not hold any shares, I am sitting on: Long APP 18 Jun 2026 500C / Short APP 18 Jun 2026 560C. Hope this shit prints on a seemingly very good Q1 earnings...

Mentions:#APP
r/wallstreetbetsSee Comment

Good question, I appreciate transparency too. Added a couple hundred shares tonight. No other APP positions - this ER changed my mind.

Mentions:#APP
r/wallstreetbetsSee Comment

Idk anything about a shelf, but I’m sitting on the bottom of one after the market makers said PLTR and APP’s revenue growth didn’t matter. Calls are cooked.

Mentions:#PLTR#APP
r/wallstreetbetsSee Comment

Just posted about this above. The only reason APP seesawed in AH is because they also filed a mixed shelf offering. What most don't seem to know or comprehend is that this was a standard operating procedure because they expire after three years and their last one was filed on June 1, 2023 - again, no idea why the market freaked out, this is publicly available. For context, this report showed that AppLovin is growing revenue **faster** than both AMD and ARM (59% vs. 38% and 42%), yet it is priced at **less than half** their earnings multiples. AppLovin (Forward P/E 24x) is cheaper than Apple (Forward P/E 28x), yet Apple is growing revenue at roughly **5%** and AppLovin is growing at **59%** with **85% EBITDA margins** \- not that's not a misprint. I think the market is sleeping on a massive beat with pending upgrades but DYODD.

Mentions:#APP#AMD#ARM