David Weiner
39 posts
@DavidWeinetayg I understand. We have differing opinions. I’d rather no public comments unless on scheduled conferences and strict focus on execution.
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$app the role of a CEO is to make sure shareholders are happy. You need to recognize in 2026 that narrative means way more than earnings. Adam is an incredible business operator and should take this company private if he has zero interest in changing public narrative
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@mathlonning Yes I want public conferences and investors days and CEO buying stock. Waleed playbook
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@mathlonning PLTR doesn’t need to adress shareholders because valuation is way overvalued and they already do App at under 20x multiple in this market with these margins is ridiculous and they need to reassure investors. Stock is under war by hedge funds
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@DavidWeinetayg 7$ to 400$ in less than 4 years is not good enough?!
Give them some credit. Why would they focus on fighting narratives when they can work on actually improving their product? It’s been 4 months of bad returns.
Shareholders are doing just fine.
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@mathlonning The stock should have never traded at $7 to begin with that is because they never cared about narrative to ever begin with. I don’t understand why they can’t do both. It will make a huge difference on the multiple. It literally hurts no one being more active to public
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Multiples aren’t just made up of future earnings but about future narratives. Stocks are all about shareholders and who will buy and who will sell
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And going head to head with hedge funds who are attacking his company
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David Weiner retweetledi
@Tyler_James_7 @DavidWeinetayg @AppLovin Yeah I guess the @AppLovin team thinks share price is simply a function of revenue and profit, which in this market it is categorically NOT. You HAVE TO TELL A STORY and challenge the narratives. Wake up!
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Nice to see $APP up with positive notes from analysts, @JonahLupton & @mehtapraful123 !
All this to be down 10% on the week after some shitco account named bearfucker issues a bearish note.
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@dogballscapital @Nietschecapital Buy the rumor sell the news on our cult leaders podcast
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How $APP is downish when the S&P and Nasdaq are up about a percent each is crazy.
On top of all this $IGV is also up similarly.
@Nietschecapital even hoped on a podcast to talk about App. What else does the market need?
Fundamentals haven’t changed
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@mehtapraful123 @dogballscapital id run through a wall for Praful
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Guess which tech company has the highest Rev/Employee: $APP!! Imagine the benefit when there is no corporate stress/change related to layoffs because management already planned ahead and never hired more people!!
zerohedge@zerohedge
*BLOCK SHARES JUMP 22% ON PLAN TO CUT NEARLY HALF OF WORKFORCE As if millions of lightbulbs suddenly went off in tech CEO heads, and billions of workers were suddenly fired
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How do we evaluate the success of $APP's ecom launch? As Adam indicated on earnings call, success should translate to an improved Revenue/impression% as gamers see a broader suite of advertising (vs. just gaming). Rev/impression was historically 1% at $APP vs. $Meta at 8%. Analysis below shows that if ecom helps improve rev/impression to 3.5%, it'll translate to an annual rev of $17B (vs. 6.6B in 2026) and share price $1,500/share.
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@dogballscapital APP with the new cult at all time highs will be a site to see
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@roanokecap It’s because the product works so well that it’s disrupting the status quo and this guys business
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I’m so confused by the frequent accusations of fraud by some people in Ecom. Maybe just run a holdout/incrementality test? Never in any other industry have I seen such vitriol directed towards a company trying to disrupt a monopoly that currently has everyone by the balls. $APP
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Ironically extremely bullish signal for $APP
Collin Slattery@CJSlattery
I don't know who needs to hear this but applovin is a scam. In app ads are the most dogshit of dogshit ad inventory on the internet. Some random ass company did not crack some secret code to somehow make them as good as Meta ads. Nobody is interrupting their candy crush level to buy your creatine suppository. If Hindenburg were still around they'd be borrowing against their kids' college funds to get even more short exposure to Applovin.
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@dogballscapital A DBC 3AM tweet is feeding families. IGV bottom confirmed
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@OdjPicks I loved Tech as a huge play but everyone is betting Tech. I’m thinking best play is to watch Kansas first 10 minutes to see the energy they bring and go from there. It’s either Kansas by 1-5 points or Tech by 20
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@tickerplus @MF_Camillus Google couldn’t beat APPLOVIN in gaming with there own mediation platform but now we just think Meta randomly will. Apple remains the only real bear case if they were to leverage there data and app charge fees to force people to use there mediation
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@MF_Camillus In our coverage, we distinguish the difference in impact to $U and $APP - directionally different
$META's scale + first-party data can still pressure iOS take rates and share even through mediation
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$APP $U continued discussion from advertisers about the changes applied by $META -- we are monitoring closely and will post update
Most important takeaway for the market is: $META experimenting with mobile ad improvements highlights the fragility of sector
TickerTrends 🔬@tickerplus
$APP $U $META Email admin@tickertrends.io for access to the full note "Early publisher checks indicate 3–5x revenue uplifts in some iOS placements via META’s Audience Network, driven by higher auction density and improved probabilistic optimization" blog.tickertrends.io/p/metas-silent…
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