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%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only.

Thesis history

$APPDiscussionbullish
u/PinPsychological82 · 9d ago

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.

1d-0.9%
3d-0.9%
1w+23.5%
1m
3m
6m
1y
original post →

End of results.