if it falls, we will buy more. ✌️
Discussion about APP
Posts
46
5D·
Applovin commissions independent auditor
Due to the short attacks, an independent auditor will be appointed to investigate the allegations. According to $APP (-5.11%) that the company is taking the whole thing seriously, has nothing to hide and wants to act transparently.
"PALO ALTO, Calif.--(BUSINESS WIRE)-- AppLovin Corporation, (NASDAQ: APP) ("AppLovin" or the "Company") today announced that it has retained Alex Spiro, partner and Co-Chair of the Investigations, Government Enforcement & White Collar Defense Practice at Quinn Emanuel Urquhart & Sullivan, a nationally recognized legal firm with deep expertise in securities and corporate investigations, to conduct an independent review and investigation into recent short report activity targeting the Company."
6D·
Here we go again
$APP (-5.11%) next short report out.
The accusations are relatively similar to those in the first report.
de.investing.comJust a moment...
66
6D·
Podcast episode 82 "Buy High. Sell Low."
Subscribe to the podcast to prevent taxes from rising.
00:00:00 Trade Desk, AppLovin, Alphabet
00:28:00 Palantir
00:42:00 Nvidia & AMD
01:14:00 Government bonds & money market funds
01:27:00 Our subscribers
01:30:00 Tax hikes for shareholders and Bitcoiners
Spotify
https://open.spotify.com/episode/1Q9iyGDYGG7J30nAfjaJje?si=-RpmNLbsR3uNSOk4F9mnNQ
YouTube
Apple Podcast
open.spotify.com#82 Steuererhöhungen, Nvidia, Alphabet, Trade Desk, AppLovin, Staatsanleihen, AMD
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8 Comments
I find it very sad that the two are continuing. The SPD has learned nothing. Sassken is referred to internally as an industrial accident and yet she is allowed to stay. Rockenroll Klingbeil at the top. The two are partly to blame for the SPD's election result. Sad this lust for power
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•6D·
Here we go again
$APP (-5.11%) next short report out.
The accusations are relatively similar to those in the first report.
de.investing.comJust a moment...
2Wk·
Good morning dear community...
to a green Friday.😉
I made some changes to my portfolio yesterday and added to a few positions and bought a few new derivatives as I was expecting a counter-reaction.
I also sold the put on the S&P once with a 55% profit, but I can imagine trading it again.
I have small amounts in these stocks in my long-term portfolio $HIMS (-4.66%) , $GOOGL (-2.55%), $AMZN (-3.82%) and $MAIN (-3.77%) invested in these stocks.
I have invested the derivatives in $CEG (-4.58%) , $APP (-5.11%) , $ANET (-5.34%) and $AXON (-4.75%) . These have repeatedly turned at certain levels in the last few days in the weak market environment. I have therefore chosen the KO thresholds approx. 10% lower. These 4 investments are all very short-term. The target is 25-30%. Due to the leverage, 1-2 good days are enough.
I wish everyone green portfolios today. Good luck.
1010
1 CommentA brief interim report on the USA positions with regard to derivatives.
$APP has reached the target range with +40% and was hedged with a narrow SL at 30% profit, ahead of the consumer confidence figures.
$ANET also reached the target corridor with +35%. Here, too, SL
$CEG with +20% and $AXON with +10% are not there yet, but are also hedged with SL at entry.
$APP has reached the target range with +40% and was hedged with a narrow SL at 30% profit, ahead of the consumer confidence figures.
$ANET also reached the target corridor with +35%. Here, too, SL
$CEG with +20% and $AXON with +10% are not there yet, but are also hedged with SL at entry.
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3Wk·
The S&P 500 inclusions are being announced Friday:
Potential candidates to be added:
$TTD (-3.68%) The Trade Desk
$HOOD (-5.72%) Robinhood
$COIN (-2.83%) Coinbase
$APP (-5.11%) Applovin
Potential candidates to be removed:
$WBA (+0%) Walgreens
$INTC (-1.77%) Intel
4Wk·
AppLovin share price recovers after announcement of 500 million dollar share buyback plan
Shares of AppLovin (NASDAQ: NASDAQ:APP) gained 6% after the company announced a large share buyback worth $500 million. The move is a strategic response to the previous week's 22% drop in the share price, which was triggered by negative sentiment due to short-seller reports.
In a nutshell:
Controversy over business practices weighs on share price
Analysts emphasize strong fundamentals
AI advertising technology remains competitive advantage
Share buybacks as a sign of confidence
Despite the downturn, Wall Street analysts were quick to protect AppLovin. Several firms called the price drop a buying opportunity, citing robust fundamentals and a competitive advantage in mobile app monetization. The swift reaction illustrates the polarized views shaping the company's narrative in the financial markets.
AI innovation at the core
AppLovin's AI-powered advertising engine remains central to its appeal. The platform, which is designed to optimize revenue for app developers, has driven impressive growth and positioned the company as a market leader in the ad tech space. Analysts argue that this technology underpins the long-term potential, even if critics question the practices.
The company's ability to use artificial intelligence sets it apart in a crowded digital advertising landscape. Competitors like Meta and Google dominate broader markets, but AppLovin's focus on mobile gaming and app ecosystems creates a lucrative niche. This specialization has drawn both praise and skepticism and reinforces its current market focus.
Financial metrics signal strength
Key indicators reveal AppLovin's underlying stability amidst the storm:
Revenue projections for 2025 show significant growth, building on prior year profits.
Debt remains manageable relative to market capitalization.
Cash reserves provide a buffer against short-term volatility.
These metrics strengthen the case for resilience and suggest that the company can survive the current test. However, investors remain vigilant as the interplay between operational strength and market sentiment unfolds.
https://www.stock-world.de/applovin-aktie-aktuelle-wirtschaftszahlen-analysiert/
www.stock-world.deApplovin Aktie: Aktuelle Wirtschaftszahlen analysiert
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13 Comments
now we have already halved :(
Looks actually starting to look favorably valued
Looks actually starting to look favorably valued
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1Mon·
Learning the hard way
Owning individual stocks, can lead to better returns than indexes if very well managed… but the pain if one of this stocks is hit, is also higher.
10 days ago I was celebrating my 2 years investing, with an excelent performance against indexes, and I noted that some stocks like $APP (-5.11%) were responsible for that.
Well… after losing more than 40% in two weeks $APP (-5.11%) it is also responsible of my high underperformance this last 2 weeks.
I was (and still am) sure that $APP (-5.11%) is a winner In their market, but I was also convinced that the price was too high at that point. Thought of selling but I sticked to my initial idea of holding winner companies for the long therm.
Well, 2 times is going to be enough for me. Last year I experiencied the same with $SMCI (-4.57%) , super price to enter, skyrocketing to the sun and getting burned after a short report. Same history with $APP (-5.11%) …. I’ve had both stocks with +1.000% gains and lost half of this for not selling when I thought was a good moment, so it is time to switch strategy.
Holding winners is a must, and it is still going to be part of my core strategy, but holding them for too long into clear overvaluations leads to oportunistic shortsellers to kill the momentum, and when the momentum and forward earnings can’t hold a stock valuation any small turbulence leads to fear and price crash, at least that’s what I’ve seen with all my “crazy” winners. 1.000% is a lot in a couple years, and if it gets to that I’ll make sure that valuation still makes sense or I’ll take profit and maybe enter when this crash happens.
22
8 CommentsSo if i understand correctly, your new strategy is to evaluate 10 baggers and take profit if it is a good moment.
Sounds like the same strategy like you already follow to me to be honest.
You thought it might be a good time to sell this time, you just didn't because you were also convinced of more growth.
And btw, your strategy is quite solid in my eyes. Keep growing strong!
Sounds like the same strategy like you already follow to me to be honest.
You thought it might be a good time to sell this time, you just didn't because you were also convinced of more growth.
And btw, your strategy is quite solid in my eyes. Keep growing strong!
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22
•1Mon·
AppLovin share price falls after accusations of advertising fraud
Hello everyone, what do you think of the situation? Is it a good buying opportunity or would you take flight if you are invested?
Shares of AppLovin (NASDAQ: NASDAQ:APP) are down 3% after a scathing short report was released by Fuzzy Panda Research. The report accuses the mobile ad tech company of "advertising fraud" and other dubious practices. According to the report, AppLovin's success, particularly with its machine learning algorithm Axon 2.0, could be based on unethical and possibly illegal activities. These allegedly include data theft from Meta Platforms Inc. and violations of Apple and Google's app store policies.
Fuzzy Panda Research claims that AppLovin's expansion into the e-commerce space is characterized by questionable tactics. These include the "reverse engineering" of metadata and the exploitation of consumer data in a way that violates the terms of use of major app stores. The report suggests that AppLovin's high click-through rates (CTRs) and revenue growth may be due to these deceptive strategies rather than legitimate business practices.
The researchers claim to have found evidence of a "direct download" program by AppLovin. This could allow the company to install apps on consumers' phones without consent. Such practices could not only lead to significant fines from regulators such as the FTC, but could also result in AppLovin's SDKs being banned from both the Apple iOS and Google Play Store.
The report by Fuzzy Panda Research joins previous critical investigations by other short sellers, including Bear Cave, who have targeted AppLovin in the past. The allegations cast a shadow over the company's previously lauded financial performance and cast serious doubt on the legitimacy of its business practices.
Although the company and its CEO Adam Foroughi have been praised for their remarkable growth, the report suggests that the foundations of this success could be at risk. This would be the case if major technology companies such as Apple, Google and Meta were to take action against the alleged abuses.
Investors have reacted cautiously to the news, which is reflected in the fall in the share price. The broader implications for AppLovin's business model and future revenue streams remain to be seen as the market processes the potential fallout from these allegations.
https://www.finanztrends.de/applovin-aktie-unter-druck-auf-diese-marken-kommt-an/
www.finanztrends.deAppLovin-Aktie unter Druck: Auf diese Marken kommt es nun an!
88
6 CommentsThe market doesn't really seem to be taking it seriously yet. I also don't see a problem with "reverse engineering of meta data". And many people probably violate app store guidelines. The question is how blatant the violations are here. Of course, the writer also has an interest in writing in such a way that it sounds like the end of the world.
Even if Google and Apple benefit from higher sales of apps in their stores, I think it's unlikely that they'll be charged economically
Even if Google and Apple benefit from higher sales of apps in their stores, I think it's unlikely that they'll be charged economically
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1Mon·
Applovin
The short seller Fuzzy Panda attacks the advertising technology group $APP (-5.11%) and accuses the company of fraudulent advertising practices,
data misuse and violations of Google and Apple app store guidelines.
Fuzzy Panda has built up a short position in the share and is particularly critical of the Axon 2.0 algorithm, which has allegedly contributed to strong growth through ad fraud and the theft of metadata.
Source: Stock3
55
9 Comments
Nah, guys. It's my fault. I bought a small first tranche of $APP last week. It should have been clear to me that the price would move towards the earth's core after I got in. 😭
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