APP Applovin Corp

$APP You are one of us bro. Things you share are real as it gets. Ignore the haters and folks who claim they are always winning. APP is great investment and time will prove it. and this board is free to share whatever emotions we are going through.

$APP people hating, I'm just a guy living my life also. Stuck to my fundamental thesis on applovin and didn't sell. Still won't sell. It's only been a little over a month since I was green on it. So now some guy calls me a terrible investor for holding through a draw down. Went from up 49% yoy to up 8% yoy in one month. It's tough to experience that. Don't care. Take care

$APP bought 400 shares for 255.5 ( almost didnt want it to even buy) sold at 259. just trying to claw back some gains cost average is still around 300. APP earnings do me right here

$APP Still so crazy to me the stock has dropped almost another 25% AFTER the 20% post-ER haircut. All for the tiniest revenue “miss” which management literally addressed in the earnings call

$APP Coiled spring, set to explode. The revenue growth has always been secured. The Wall Street crooks just took advantage of their recent surprise revenue miss. When Wall Street takes advantage, they are relentless, especially when retail piles onto a company. We are at the end stages of the manipulation, the ER will confirm the companies superiority and then we should begin to uptrend again. Wall Street did the same thing with NOW, CRM, MSFT, META, etc., during the summer. This is just a more concentrated effort against AppLovin that will soon be dispelled

$APP clear sign the stock is being manipulated where no amount of positive macro news moves the stock. All other stocks move with macro news unless there is clear company sepcific negative news. Waiting for ER to blow this bs narrative.

$APP While stock is trading like dogshit and company getting disrespected left and right, Applovin is dominating whole mobile ad indistury and now expanding into whole new area e-commerce with massive TAM. They have enough cash, resources and time to expand there as it's already profitable cash printing company. So this is a both value buy and also growth buy at the same time. Rare to find nowadays. Tenjin’s Q3 2026 dataset shows its ad revenue share rising: • iOS: 44% → 53% • Android: 23% → 29%

Tenjin's latest report (Q3 2026) now shows $APP extending its lead in ad revenue share in mobile games q/q from 44% to 53% (iOS) and 23% to 29% (android). Again, if AppLovin is losing immense amounts of market share to $U than why is there no data substantiating this narrative, and why does all available data point to the contrary? At this point ahead of AppLovin's quarterly earnings, for a stock set to grow > 50% y/y trading at 15x fwd earnings I'm not really sure what would satisfy this market that they aren't the "next $TTD " $SPY

$APP Applovin AXON Pixel installs increased by 4.22% week-over-week, rising from 18,450 to 19,228.

$APP making me poorer, nevertheless GOBBLED more. Breaking news: an important announcmeent everyone. After $KRMN ripped 20%+ within days or you can use hours, I am now declaring this to be the highest of high conviction stock. Both this ans $TTD ripe to rip hard like $FSLR and $ENPH did together when i declared enph the highest conviction stock.

$APP they say applovin is the next $TTD ... they are up almost 5% today, and applovin continues to suffer ! God help us

$APP is nearing oversold RSI with trendline support, area support and the 200WMA sitting very close by ... Not a bad spot for entry!

In a week and a half $APP is set to post Q3’26 earnings which they have guided (at the midpoint) to show $4.95B in TTM earnings. With 337mm shares (diluted) as of 6/30/26, with a remaining $1.8B in the buyback authorization… at $260/share you’re looking at a current market cap of $85.8B (17.3x ttm earnings) Here’s where things get absurd on the valuation front: forget trying to forecast earnings growth NTM… just to trade BELOW the same 19x fwd earnings of the broader S&P 500 $SPY … $APP would just need for earnings in the next 12mo to NOT DECLINE MORE THAN (-9%) Y/Y. Absolutely insane dislocation in valuation.

$APP is very strong today. On a day where Meta is -8% Amazon -5%, Google and Nvidia -4% ... are -1,5% pretty good

$APP $ADBE adobe running hard. App is a similar situation. High cashflow. Good balance sheet. Low debt. Undervalued. App should be running also

$APP literally every day it drops the same rises the same stays flat the same goes up a penny the same end of day then instantly drops 1$ after hours and then has no volume again the next day

$APP I think if we drop 6$ at market open again tomorrow and then trade down a dollar all day on no volume tomorrow again I’m gonna have a brain aneurism

$APP ER being after Election Day is strategic. It will be a post election rally + an earnings beat and raise. Reason why CEO is silent because he wants the shorts to pile on, so that he can decimate them. He’s been silently buying back shares too. We’ll be back in the $330 range on November 4th

$APP the good news is that Michael Burry now thinks we are undervalued. And he typically has his head on straight

$APP bro hating on someone down a lot of money is just not good, whether someone is a “terrible investor” is completely subjective and the dude has been on this board for a lot longer than you have - we’ve been in the trenches for months in this god forsaken stock so let’s spread some peace because is bulls are suffering and have been for a long time here