Jason

@eniac @Nietschecapital Thank you so much!

@Jasonsmys @Nietschecapital Here is a relevant article on this topic gamigion.com/huuuge-games-2…

$app should be up 10% today

@_DomDav @Liquidn8w @Nietschecapital @lajit6384 @accrued_int Could you expand on this? Does it show more about $U and Vector or the mobile ad market in general, like rising tides lift all boats

@Liquidn8w @Nietschecapital @lajit6384 @accrued_int Good news for $U is great news for $APP.

$app. @_DomDav @accrued_int @Nietschecapital I see $U reporting Wednesday morning. Any thoughts on how much we should read into their reporting?

@Liquidn8w Actually insane acceleration

@Jasonsmys It’s actually 18% sequenrial growth. 2 less days in Q1. Also don’t have the holidays like you do in December. People don’t realize it’s accelerating.

$U up 12% after hours due to increased guidance, will also sunset ironsource ad network 15% sequential growth is wild… Bullish for $APP?

@_DomDav Revenue attributable to Vector up 48% YoY. Holy shit that acceleration… And I’m assuming it really ramped up in the past month or so as they had poor guidance during the earnings call

$U acquisition incoming? Good for them. Company is actually quite good when you look at the uphill battle they have from that string of bad decisions made by former leadership.

@twoodhouse14 @StockSavvyShay Unity acquired ironsource and the goal was to make a formidable ad network. Unity is shutting down ironsource in favor of Unity’s ad network and Vector, so it doesn’t really amount to much

@StockSavvyShay Big for applovin !

$U Q1 PRELIMINARY RESULTS • Revenue: $506M vs. est. $488M • EBITDA: $132M vs. est. $109M • Unity Vector drove performance with 15% sequential growth Unity will shut down the ironSource Ads Network by April 2026.

@epictrades1 You gotta see $APP then lmao

$META Trades like its a software company that causes cancer and gives you a STD

@eniac @Nietschecapital Thanks!

@Jasonsmys @Nietschecapital Most big ones are using some form of it yes.

@eniac @Nietschecapital Thanks for the insight! Do most publishers use direct payments?

@Nietschecapital This is somewhat old news. Direct payments have been allowed in the US for months (3–6). This announcement just makes the shift more obvious. What most investors still miss: margin expansion will likely translate into more advertising spend, not less.

15% sequential growth on Vector*** Sorry, realized main post is a bit misleading

$APP and $TTD having a mid-off right now 502nd best performer in a 500 company named index

@CapexAndChill Lmao I was thinking the same exact thing

Liberation day for ad stocks 🤣

@realroseceline Even if you’re bullish on $TTD so many other opportunities exist that are just better companies

I agree, bullish on $TTD. Be fearful when others are greedy and greedy when others are fearful. This is an elite business model with elite economics, strong growth, high margins, and high operating leverage. 🌹

@Nietschecapital They did something in China but I don’t know about rest of world

@Jasonsmys haven't they already with the lawsuit

Josh Chandley on some news about the Google fee changes that directly influences $APP Developers will reinvest gains from fee cuts into UA

@mathlonning This is my first full quarter of ever investing lol fuck me

Citadel and Jane Street are about to post the most insane quarters ever. Crazy levels of volatility.

@accrued_int It is unbelievable how wrong the market can be about a (now) $1.4T JUGGERNAUT You think markets would be more efficient with these larger ones

Guys - this is the bull case for why $META is a value stock...every sell-off I am reminded that most investors have NO IDEA how strong the Meta business model is 🤑 Meta has been growing 1)video time, 2)daily active users and 3)increasing monetization for YEARS. They are no way close to capped. Sell the stock, I don't care - it will only bounce higher on the other side, hahha

@Nietschecapital Lol what the actual fuck

$app worst performing S&P stock even worse than $ttd 😂😂😂😂😂😂😂

@_DomDav @nndeepdive Thank you, makes sense

I don’t have the data to comment on what’s happening across the platform. However, based on the publisher data I do have access to, I don’t believe Ecom is slowing down. Times are weird, maybe some seasonality coupled with macro concerns. Whatever is happening at the moment seems transitory. I doubt the Ecom team is letting advs go live with bad creative - the new creative are likely looking for incrementality (which do compound).

$APP under pressure pre-market on Cleveland 3P checks 1. eCom spending momentum sounds subdued in 1Q – continued instances of churn. Customer feedback from eCom brands suggests scale has been a common issue, with ROI diminishing as budget move up from low initial levels. We have not seen much new customers momentum to offset the instances of churn we’ve seen in 1Q. 2. Gen-AI creative viewed as removing hurdles for new customers & could improve ROI/scale. Creative challenges have remained a bottleneck for existing & new customers, keeping a lid on media spending or preventing new customers from joining. Feedback was positive on both APP’s new internal tools as providing quality output and solving some of these issues & we’ve also heard partners investing in outside/3P tools to help as well.