Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.

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 · 103d 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 $299.64-38.3% since postedas of Aug 24, 1:28 PM ET
1d-0.9%
3d-0.9%
1w+23.5%
1m-3.3%
3m-36.0%
6m
1y
original post →

End of results.