Reddit Posts
What's your favorite non-AI, non-rocketship based growth stock / story?
Not too sure if memecoin questions belong in this Subreddit, but...
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
APP glitched due to low device storage, had to restart to close the position
Tasty little small street bet $100->$700 with $2k more upside ($APP)
Are you buying software stocks now that they've fallen so much?
Appurbin real user testimonies
AppLovin (APP): A Giant on a Mirage, or a Sophisticated Scheme?
AppLovin (APP) Analysis Report
AppLovin (APP): Suspicion and status summary
S&P and NASDAQ have erased 7 months of gains in 3 weeks.. so why buy and hold?
AppLovin is Too Cheap to Ignore
Holographic/VR/AR Industry Development Weekly Report, Week 11,
3 High‑Growth Stocks I Think Are MASSIVELY Undervalued (March 2026) (growing 50-100%/y)
Does anyone here sell OTM naked calls of expensive stock taking the chance of being assigned?
Is there some APP on phone that I could use to paper trade options?
AppLovin Fourth Quarter 2025 Earnings
APP earnings tomorrow: what should I do to make money?
Missed the IBIT puts, still caught the calls
SCAM VERIFIED: AVOID AST PRO, AVOID "INVESTMENT CLUB"
APP holding above the 200MA while still below the 50MA - interesting risk/reward
Thoughts on APP at These Levels?
APP getting nuked before Jan LEAPs… am I insane for thinking bounce?
APP dump into Jan LEAPs = fake or real?
I outsourced all my trading decisions to an AI for a week. Here are the results.
Bought $APP in early 2023 - exited the trade with $650/share gain !!!
Bought $APP in early 2023 - exited the trade with $650/share gain !!!
Holographic/VR/AR Industry Development Weekly Report
What is the best performing hedge fund manager holding?
Applovin ($APP) Breach of contract reports and first-hand experience
$APP AppLovin's business risks, Developer account Suspensions & Withheld earnings
$APP AppLovin's core business risks, Developer account Suspensions & Withheld earnings
In these trying times, all we need is Unity - A Generational Opportunity (reupload)
In these trying times, all we need is Unity - A Generational Opportunity
Puts on APP – Link: AppLovin Nonconsensual Installs
[DD] RDDT $2.3M Full Family Port Yolo - BTFD, Betting The Family Dynasty
Applovin (APP): best stock I've owned this year, buy at discount.
AppLovin stock tanks on report SEC is investigating company over data-collection practices
Had to… weekly on $APP on this intra-day sell off
What‘s the ticker you made big money on and what story lies behind it?
Is AppLovin (APP) the hidden AI stock play of 2025 or just another bubble?
Top stocks hitting 52-Week Highs/Lows - September 12, 2025 📈 📉
Top stocks hitting 52-Week Highs/Lows - September 8, 2025 📈 📉
Pre-Market Gainers and Losers for Today (September 8, 2025) 📈 📉
Robinhood ($HOOD) and AppLovin ($APP) to be added to S&P500 on Sept. 22nd, replacing MarketAxess ($MKTX) and Caesars Entertainment ($CZR)
Can’t wait for Monday. $APP and $HOOD gains.
Oh shit! Robinhood just got into sp500! is currently short squeezing leveraged shorts who jumped in after jobs report
Oh shit! Robinhood just got into sp500! is currently short squeezing leveraged shorts who jumped in after jobs report
Markets are at record highs. Which growth stocks still have room in H2 2025? Here are 5 with surprising data
Thoughts from a strategist at Zacks Investment
Finally Someone Is Working On The Next Super APP -- Virtual Artificial Assistance
What features do you think are missing in existing investment research apps?
What features do you think are missing in existing investment research apps?
Blew up 30k in 2 days and yoloed last 15k into APP calls for earning.
The Velocity Sector: Identifying 2025's Premier High-Growth Mid-Cap Technology Leaders-Next AI Winners?
Trump Shakes Up Chip Stocks With Tariff Plan
APP Paid. YOLO’d Full Port Into 90 TTD Puts.
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.
Earlier on Wednesday, Trump imposed an additional 25% tariff on India, bringing total U.S. levies on the major trading partner to 50%.
S&P 500 may get a new member soon! Which company do you think would make it into the index?
The world is entering a liquidity-driven, AI-powered supercycle, and I intend to own the fastest horses riding the biggest narrative waves.
Nvidia on Tuesday rejected Chinese accusations that its data center GPUs for artificial intelligence include a hardware function that could remotely deactivate the chips, which is commonly called a “kill switch.”
Nvidia on Tuesday rejected Chinese accusations that its data center GPUs for artificial intelligence include a hardware function that could remotely deactivate the chips, which is commonly called a “kill switch.”
Mentions
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
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.
CRM, APP, NOW, MSFT (sort of, but not really), TEAM
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!
is MDB going to moon later like APP
This APP 600c I added to my watchlist last week is making me sick. Lost 20k on SPX straddles this week instead. Truly regarded
APP. Why? Just ask my kids
Digital turbine(APP) is 40% up told you this will skyrocket. Load up while you can.
Damn knew I shoulda bought those APP calls yesterday
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.
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.
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.
Why did APP throw itself off a fucking cliff again
Yeah it’s crazy because no other industry sees this shit lol TTD, RDDT, META, APP just trade on vibes
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
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).
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
I think you’re right and the time will come for APP and RDDT. But the market just doesn’t care right now. Patience.
You have not been on X. WSB himself bought a pigeon meme coin on fomo APP.
I’d go MELI, RKLB, GOOGL, AXON, APP, AMD, MU, NOW
#MU and SNDK shorts, remember when Margin Calls do not answer. Grab the burn bag, delete the APP and go to the bush.
APP is 70% of my portfolio and I really hate this shit sometimes lmao. Actually crazy the FUD going on
haha fuckers my shitass stock APP is up 3% today. Doesn't negate my -70% all time losses but its something
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.
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
Well the actual stock $APP is up today so if you had actually invested in that, you'd be green. Grats I think?
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
Best stock for swings. Can't go wrong with APP and TSLA
Why is APP down? Strong Q1 results yet down by $37 today
Buyin APP hand over fist. Insane that’s it’s still sitting at these levels after that heater er
$APP breaks its 200 MDA this week?
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.
AXON and APP tanking again after both popping off last week on great earnings. Such a ridiculous market.
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.
APP is the most POS stock to ever IPO
I guess I’ll buy some APP here
Im not OP but I’ve been down because of RDDT and APP
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%
APP long calls into august
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
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...
Good question, I appreciate transparency too. Added a couple hundred shares tonight. No other APP positions - this ER changed my mind.
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.
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.
AppLovin (APP) just **smashed** their ER with a top and bottom beat + raised guidance. They are going to receive on onslaught of upgrades in the morning IMO. For context, 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. The only reason the stock 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. As you can see above, they have plenty of cash on hand and zero need to execute against this shelf. Do with this what you will. I think the market is sleeping on a massive beat with pending upgrades.
I don't understand why APP is flat. What was the implied movement? 15%? What's going on?
I joined thetagang on APP and I won. Fuck me.
APP stock movement looks like a heartbeat monitor
Applovin(APP) reminds me of Mclovin from Superbad
APP would be 500+ right now if it didn’t have such a dumb name.
ARM and APP the catalyst that sends the market down?
APP massive beat, up 10%, then crashed -4%. Now back up. ARM went opposite- up 10% now -4%. It’s like a mirror
APP calls was so right and wrong at the same time. Another L on an earnings play
I feel like APP benefits tremendously from AI since it’s so easy to build apps now, and marketing is the only important differentiator. Am I crazy
Market is so shit, far away from the fundamentals, APP crushed their earnings, Still dragged down because of apparently its a software stock
At least Fastly missed, APP is down with great earnings
Was able to dump my APP on Robinhood at 500 while driving home but now I’m sitting here watching it fight for its life because I still have some in my Fidelity account
Whoever said APP $800 is living in cloud cuckoo land
the dichotomy between ARM and APP shows everything wrong with this market
APP LMAO. Bought a single call and thought it was gonna print for a hot sec
Knew I should have bought APP
Goddamit I shoulda bought more APP calls, I bought a single fucking 520c. FMFL
Bros, IONQ, and APP all good to go
ARM or APP which one should I yolo on before close?
As a former APP bull, good luck timing that volatile shit lmao. Whole SaaS/PaaS sector is eating shit because of AI advancements threatening their existence, big companies like GOOGL won't need them anymore eventually when they can just in-house everything or build a subsidiary.
Software is in the dog house. APP could announce a cancer cure during ER tonight and would still get nuked.
What do yall make of the APP sell of today? Right before earnings.
Opened today - Calls: COHR • GPGI - Puts: APP Disclaimer: Don't do what I do...
I see lots of names with highly illiquid options - defined as wide b/a spreads - in your list, APP, DIS, COP, etc. Are your results real or simulated? And if you are really trying to exit in the first 15 min after the open, b/a spreads are worse, even for liquid names. My go to trade is EA Crush, but trade both longs and shorts. My initial screen is options liquidity and have looked at hundreds of names and only \~50 or so have enough liquidity to not get r@ped during execution. Call me skeptical if your returns are real vs simulated...
Thoughts on APP before earnings?
Down 11%. Was in RDDT, RBLX, TTWO then more so recently APP Wish I just went full retard semis
Wait wtf. The options volume on APP is so low that my single call orders are changing the spread
Are you comparing APP to Palantir like they are similar?
I don't think they are in the same business or even the same sector though. I'm not sure on the "stickiness" of the customers or businesses that APP has. Anyone who has worked a government job or contracted out to the government knows how sticky they are, especially once its integrated into their system.
APP has rule of 40 of 150 and trades at 26 forward lol No reason this should be trading that high
APP shouldn’t be on here
HOOD offered and incredible entry recently - was a nice trade from 69.xx. APP daily chart looks interesting, software is pretty volatile
lol DUOL is dead but APP going to 500 in alll in 500 c and every photonics stock is going BRRRR so do what ya want with that info
🔮 , AMD, APP, CRWV, RKLB. Kinda boring otherwise
I bought a bunch of $APP calls yesterday thinking I was buying Apple. Smartest thing I’ve done all week.
I bought a bunch of $APP calls thinking I was buying Apple. Smartest thing I’ve done all week
I’m sure they are seeing a jump in users as well because lately I’ve noticed when browsing for answers on the web from my iPhone, if I come across a reddit thread it will now do the annoying “WHY NOT DOWNLOAD THE REDDIT APP TO GET THE TRUE EXPERIENCE” that fk ass instagram does to you every time you open a link with a funny video. There is no way to seemingly close or ignore the ad you are forced to leave and go to reddit. AND when you click okay, it takes you to Reddit homepage and doesn’t bring you to the thread you wanted lmao. But at least number go up !!!!! Right?!
Thought I was buying a bunch of $AAPL calls but instead loaded up on $APP. Idk what APP is, but I think it’s a sign to full port it tomorrow