Applovin Corporation (APP)

[rosemountbomber]

So to answer, yes I did see the information about how Amazon could be hurting TTD.  Because of that, instead of putting more into TTD I thought CRTO provided a little more safety as there seems to be a disconnect between the stock price and free cash flows which have been increasing.  Sort of spreading my risk over the 3 stocks when in comes to ad companies.  
Took more profits today on some tech even if they look like they may want to break for more higher ground.  SMCI, MRVL, UBER.  Diverted funds to some beaten down stocks in the energy and other sectors.  
Think we have some winners in UNCY and RZLT, even if that doesn't manifest in the very short term.  

My hands full with trying to install a drip irrigation system. In Florida I only dealt with a typical sprinkler system so a bit of a learning curve. Planning on planting some trees for privacy against my back fence but will have to tell you a story about them and the HOA ARC.