Replies to post #172 on Applovin Corporation (APP)

[Whalatane]

I think the sell off is related to guidance ....earnings looked stellar
Let me know what you think of the CC
thx
Kiwi

[Whalatane]

I think this may be the issue

For the third quarter, AppLovin expects sales of $1.33 billion. Wall Street was modeling sales of $1.31 billion.

Not a PLTR type guide
JMO
Kiwi

[Whalatane]

Re your comment earlier

Damn my luck.

I know you like to "book profits ". If you do I hope you keep at least part of your position as we see how this plays out after they start onboarding clients in October.
This has a PLTR like playbook for growth . PLTR didn't hired much of a sales force . They let the product speak for itself ...word of mouth spread the uptake .
APP has created this invite only club ...where they will start allowing others in , in October.
ROAS looks to at least equal META's

Kiwi