u/PinPsychological82

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.9%-0.9%
3d1100%-0.9%-0.9%
1w111100%+23.5%+23.5%
1m1100%-3.3%-3.3%
3m1100%-36.0%-36.0%
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$APPr/wallstreetbetsDiscussionbullish
u/PinPsychological82 · 152d agono track record yet

Why is AppLovin Not Talked About More?

AppLovin is undervalued relative to its AI business quality and cash generation. The company grows revenue 50% YoY, reduces share count quarterly through $4B+ in buybacks, requires minimal CapEx, and generates strong cash flow when stripping out stock-based compensation—metrics that rival Mag7 companies but at a fraction of their valuation.

At post $485.89Now $269.12-44.6% since postedas of Oct 19, 4:30 PM ET
1d-0.9%
3d-0.9%
1w+23.5%
1m-3.3%
3m-36.0%
6m—
1y—
original post →

End of results.