Buy APP by Nov 9, 2026.

I can’t see why the market is so down on AppLovin. It is down 50 percent YTD and continuing to drop. I am not diving in yet but it is becoming very compelling to me. The Q2 results were good. Revenue continued to show explosive growth (small miss to guidance, EPS was solid with small margin improvements, and adj ebita was a small miss. Management addressed this with the model missing an update and this has been deployed. There is …