Waelthnnetice

Wells Fargo recently increase their PT on $APP. PT: $575 per share Rating: Overweight Meanwhile, their sentiment for the update was rather negative. Very odd in my opinion. Wells Fargo said... - There is cost per install inflation. - Suggests indications of lower ROAS. - Estimates $APP market share is flat at 45%. - Estimates web-advert share of wallet is 5-10%, also flat in their models. I find this very weird, because Jefferies recently published their very own survey for the eCommerce industry. $APP hit a company recorded with largest share gain among advertising networks in 2026... rising to 11% total market share. The same survey indicated that $META and $GOOGL LOST wallet-share for eCom brands. The survey also provided data on spend. Check this out, since last survey... - New $APP users: +7% - Avg brand raised spend by 15%. - 73% of all brands who used $APP reported new customer revenue from their campaigns. There is a clear clash between what the Wells Fargo analysts are suggesting, and trend-data that is being published. Looking forward to Q2. $APP

It’s CONFIRMED: AthenaOS is in development! During the fireside chat two days ago, David Steinberg flirted with the idea of Athena becoming a clients operating system. 1/ Team $ZETA has confirmed, yes, that’s real and actually in development. We found: > job listings. > descriptions of AthenaOS. > Indicators of what it’ll become. The job listings suggest it’ll be a “multi-app” agentic ecosystem. This makes a lot of sense, as $ZETA just opened its TAM into BI services. I imagine an ecosystem where a user could access… > marketing solutions. > business intelligence tools. > Palantir suite of tools and services. > Select from ecosystem of certified apps. > Use Athena to Build, design and inform your own enterprise apps. Yes - open, bilateral functionality with the $PLTR ecosystem. If so, $ZETA becomes an integrated layer of orchestration that is custom curated for their customer. In fact, they become "the System of Record" – of which, I believe $GAP will be their first GTM client of AthenaOS. <-- Remember that. I also believe $PLTR & $ZETA are gunning for a $NOW-esk ecosystem. Combatting the "AI control tower" form-factor, thus offering a competitive alternative. Let's talk more about what this means... 1/3

ServiceNow AI ARR just crossed $1B. 2026 AI target: $1.5B At this pace, management will surpass their 2026 AI revenue target in Q3, one full quarter ahead of guidance. $NOW

AppLovin just stole market-share from Meta and Google... Analysts think $APP will compound EPS by 35-40% over the next five years. I like the projected return I am seeing. $APP