Tyler James

@roanokecap @DavidWeinetayg @AppLovin EXACTLY! Palantir wouldn’t be trading at 120x fwd if it was haha Karp joining every podcast/interview he can closes that gap. Not that I’d prefer Adam & team go that far, but at least help the market see the big picture and talk more about how the moat can be defended

@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!

$app

@roanokecap @DavidWeinetayg @AppLovin It’s starting to make me question their competence as a management team. It’s glaringly obvious the market thinks these margins won’t hold up so what are you just going to see how low the stock can go before communicating consistently so frustrating

@DavidWeinetayg Very frustrating for $APP. @AppLovin why is it so difficult for you guys to grasp that you need to do more communication about your company? Is it not alarming to you guys that your stock is down when the market is mooning? Brutal stock to hold

@roanokecap @TrendSpider On a scheduled sale no less lmao set several months ago

@TrendSpider Founders selling tiny fractions of their holdings that they've held for 15 years is simple diversification.

$APP price is $200 cheaper and insiders still don't want it 😬

@foliotrail Lmfao I was cracking up reading that one he went on a 10 page ramble and basically said “strong sell because I get angry from long lock up style ads and the gaming community feels the same” haha and it’s not legit because users only trying to advance in game but don’t want ads 😂

Someone on Seeking Alpha downgraded $APP because he doesn't personally play mobile games anymore. That's the analysis. Meanwhile the company just printed $1.31B in free cash flow, 84% EBITDA margins, and is scaling e-commerce ads into GA this year. $APP is 12% of my portfolio at a 0.6 PEG ratio. The business has nothing to do with whether some guy still plays Candy Crush. Be careful out there of who you follow.

@johnrushx Bull case for @AppLovin..

@HardAlphaX @SixSigmaCapital He must not have followed the CapitalWatch “bombshell” he’s referencing lmao unless “I’m sorry everything I said was categorically false” is the bombshell he’s referring too 🤣🤣🤣🤣🤣

$APP is tanking because the house of cards is crumbling: scam-heavy ad inventory, backdoor app installs inflating numbers, and major shareholder ties to money laundering via Southeast Asian gambling syndicates & pig-butchering scams (CapitalWatch bombshell, SEC probe still raging). AI disruption fears from Meta/CloudX + slowing growth just lit the fuse.

@CapexAndChill They need to come out and make an aggressive buyback at these levels

Guys is $APP down right now because its a meme stock?

@Nietschecapital They don’t want to believe what Adam and the team keep proving quarter after quarter for years now! The management team here gives me strong conviction such a transparent, diligent, and effective management team

$app is currently trading less than 25X forward GAAP PE and will be growing revenue at least 50% with Operating margins of 77% and FCF margins of 70% this is absolutely unheard of and im at a loss for words of the valuation

@MF_Camillus I completely agree with your take but the market is full of ignorance and good management teams help keep the masses on track and focused

Level of ignorance in this mkt is in unchartered territory....just unbelievable 1- CloudX announced a $30m Series A in November 2025, led by Addition, specifically to “rebuild mobile ad monetization for the AI era”....these news have been around for at least 3 months now 2- CloudX describes itself as “Ad infrastructure for the intelligence era”, a supply-side platform for mobile and AI publishers...it will at best try to compete with MAX, not AXON (which is AppLovin profit engine) Mkt has gone completely nuts...$400 for $APP ahead of earnings next week is bizarre

@MF_Camillus If management doesn’t come out and say something today I have to question if it’s worth holding shares.. It seems so irresponsible to not say a word especially after this news. I get not wanting to partake in the software is dead hype but this is next level

@eric_seufert @benthompson Did someone say @AppLovin 😎

Astute analysis today from @benthompson on Microsoft's challenged path forward with AI: My sense is that the digital advertising market was structurally buoyant in Q4. What this earnings season might reveal: - Digital advertising optimization is arguably the largest and most immediate commercial opportunity for large-scale ML models. - Standalone (ie., not embedded into existing, scaled products) consumer-facing applications of large-scale ML models, including LLMs, either quickly become commodified or are mostly novelties with unsustainable unit economics. - The digital ad platforms that have most vigorously invested into large-scale ML optimization systems are likely to have disproportionately benefited in Q4.

@AxonAdsManager How are you not responding to the street in anyway at this point it seems like a detriment to your shareholders especially when almost every other “software” ceo has been on damage control with all the blood in the street

For years, Axon has powered growth for some of the world’s most performance-driven brands. We've grown so quickly over the past few years, but we realized we haven't discussed our platform and its ongoing improvements much. The only companies that truly know how great our platform is are our partners. Going forward, we'll aim to discuss our company, its culture, the product, and the business much more openly on this blog. In this post, Adam breaks down Axon’s business model and how it’s designed for long-term advertiser success. axon.ai/en/blog/axon-b…

Baffled that @AppLovin isn’t responding to this Google news in anyway.. It obviously helps them in the long run but if shareholders can’t see that and you’re losing billions in mcap in a single day, one would think a statement might help stop the bleeding…

@AndyHolloway Give the people what they want!

And here we go.

@Attach Delete this tweet bro…

Why was Shotzzy crying after he won CoD Champs? Shouldn’t he be happy?

@_MLFootball @ShaadMcGinnis @Colts_Law @dandakich @barstoolindy @CPFelger55 @PatMcAfeeShow @ReggieWayne_17 @ZiggySmalls_ Holding people accountable to the org. standards/for their job is not micromanaging 😂 At least she’s actually taking the time to learn the game and her employees roles so she can make better decisions for the org and have the knowledge to make educated decisions in conflict

NEWS: #Colts owner Carlie Irsay-Gordon explains why she is on the sideline with a headset on and a call sheet. “I need to be able to say, ‘Is this person full of BS? Do they even know what they’re talking about?’” “I would suggest it for anyone else that has to pay head coaches and GMs millions and millions of dollars. It helps you make a less expensive mistake.” “It is such a complex organism, a football team and how it operates. You could say, ‘that person ran that route wrong.’ Learning; ‘Oh, someone tagged the wrong receiver & it wasn’t really the player’s fault, it was the person that called it.”

@fiyaboifiya @_MLFootball @ShaadMcGinnis @Colts_Law @dandakich @barstoolindy @CPFelger55 @PatMcAfeeShow @ReggieWayne_17 @ZiggySmalls_ Exactly. Holding people accountable to the org. standards/for their job is not micromanaging lol she’s actually taking the time to learn the game and her employees roles so she can make better decisions for the org and have the knowledge to make educated decisions in conflict

@_MLFootball @ShaadMcGinnis @Colts_Law @dandakich @barstoolindy @CPFelger55 @PatMcAfeeShow @ReggieWayne_17 @ZiggySmalls_ She got a point and it’s correct. It’s a reason McDonald’s make millionaire have to learn how to flip burgers and make fries before they can own a franchise if you don’t know how to do it how can you be sure your employees and management know what they are doing

@phsjr1 @GhannonBurton It’s 2025 yall…..

100% S I G N A L

@LongTermIn1025 @Ross__Hendricks @LeviathanCapit1 *Filthy Rich with multiple movies made of him*

I must ask for those with more time in the market: Why did $EL even attain such massive premium multiples of 30X-40X P/E for only ~11% annual earnings growth in the first place?

@ben_ramakers @HolySmokas Yes sirrr

@HolySmokas $APP

Which stock would YOU put as the "third dragon" $NVDA x $META x $AMD