@financein90s: Here's what the numbers actually showed: 📈 Revenue up 53% 💰 Net income up 55% ⚙️ 83% EBITDA margins 💵 Normalized free cash flow margin above 60% 👥 Fewer than 900 employees generating nearly $8B in revenue 🔁 $2.2B in buybacks last year, another $1.5B this year ✅ SEC inquiry closed, removing a major overhang AppLovin ($APP) dropped 20% in a single day after earnings, erasing $27B in market cap over a 1% revenue miss. The concern is durability. Weaker guidance has the market questioning whether growth can continue, especially after what happened to Trade Desk. Management is targeting a $1T market cap, which would take roughly $30B in annual cash flow, about 7x from today after nearly 10x-ing free cash flow in the last 3 years. The key question: can their algorithm take meaningful share from the incumbents? I bought a $5K position betting on the team, but it's staying small until that's clearer. PLEASE DO YOUR OWN RESEARCH. NOT FINANCIAL ADVICE. Follow along for updates. #investing #stocks

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Saturday 19 September 2026 01:52:17 GMT