$APP

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (1y)

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Win rate (1y)

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Recent theses

$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%

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3m—

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$APPYOLObullish

u/AlienSweetPotato · 23d ago

“Screenshot of position (details not fully legible in description)”

Grabbed some App-Lovin before earnings. Hope it prints in the morning

Author is bullish on AppLovin ahead of earnings, expecting a significant move higher. The position was established before earnings with anticipation of a positive print.

1d+6.4%

3d-0.1%

1w-3.3%

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$APPDDbullish

u/Ok_Ad5628 · 29d ago

“22x 420/430 and 46x 490/500 06/18 spreads”

Ad revenue train next stop $APP

APP offers cleaner exposure to the performance ads and AI growth trend demonstrated by strong results from Meta, Reddit, and Zeta. The author holds multiple call spreads positioned for May earnings, expecting guidance to remain robust and ad spending momentum to continue.

1d—

3d+3.3%

1w+1.9%

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