@SemiGrowth & @Tenbagger2024

I’d be very surprised if they were not guilty (as almost everyone else in the gaming addtech), it is a common practice, but nothing happens until you’re in the spotlight. And $APP for sure is now.

In any case, there have been many short reports saying just that and the stock has overcome all of them.

It was (untily today) my biggest holding, as I bought after talking to someone close to me that works in the sector and knows them well (best performing platform by far). When I bought they were switching everything to their platform as the results were way better than with anyone else, and I held cz It kept that way and the numbers tell the same story.. But I’ve been selling small portions lately (10%), as the stock was too close to the sun.

I’ll keep holding my position, but expect turbulences… good thing is that this investigations take time and 2 EPS beats will make everyone forget about it 😅

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Tenbagger2024@Tenbagger2024

3Sem.

Thank you.
But I think as long as the investigation is ongoing there is a lot of uncertainty.
And the confidence will soon be gone

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Carles@Carles

3Sem.

@Tenbagger2024 probably a bit like what happened with $SMCI
Applovin has already been down 50% after february, when the short repports happened, and it has had a big run since then. But this is an actual investigation…

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HyperX@AxoWallStreet

3Sem.

Ah crap... I had a short position on AppLovin but had already sold 50% with 40% loss and now back to +- 0.

So my timing somehow always sucks 🤦‍♂️

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Tenbagger2024@Tenbagger2024

3Sem.

https://www.reuters.com/technology/applovin-probed-by-us-sec-over-data-collection-practices-bloomberg-news-reports-2025-10-06/

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~ S.@Semos25

3Sem.

@Tenbagger2024 so I can't make heads or tails of the whole thing 🤔

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Tenbagger2024@Tenbagger2024

3Sem.

@Semos25
Somehow it still seems to be about the old story.
Somehow I have the feeling that short sellers are behind it again. Who have filed a complaint with the sec. And if they have a complaint, they have to take action
And all this while 🍊 the officials are still on vacation. Could perhaps still take a while 🙈

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Tenbagger2024@Tenbagger2024

3Sem.

@Semos25
Sorry that I didn't motivate you to buy more. But I was really a bit unsure about the situation.
But it's a good thing we didn't sell

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~ S.@Semos25

3Sem.

@Tenbagger2024 All good, if I had been sure I would have bought more but unfortunately I was too unsure. It is rising again

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