- Entry
- $446.35
- Final
- $460.00 +3.1%
- Target
- —
- Score
- +0.31
Meta is still printing huge ad revenue, Reddit just posted 69% revenue growth and 74% ad revenue growth, and Zeta beat on EPS/revenue with solid growth too. APP is the cleaner way to play performance ads + AI leverage, but the real test is May earnings and guidance. Positions: 22x 420/430 and 46x 490/500 06/18 spreads, so I’m convinced the ad train keeps rolling into earnings. APP isn’t cheap, but the setup still looks strong if the guide stays hot.
— ORIGINAL POST ·
Ad revenue train next stop $APP
· r/wallstreetbets
· May 1, 2026