US · 7 entries · 6 publications
Applovin
More bearish than bullish among those that state a stance.
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Sign up freeSubstack · I/O Fund · Beth Kindig
The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of the AI bubble…
Substack · Speedwell Memos · Speedwell Research
Announcing the release of our Extensive Research Report on AppLovin
Since publication −3.1% α −2.9 pp vs S&P 500 · USD
Substack · Ashton Invests
How AXON, e-commerce expansion, and EPS compounding could shape AppLovin’s next chapter
Since publication −12.7% α −13.0 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/Silent-Complaint4020
All three stocks have been undergoing a hypergrowth stage of business. I want to go through each of their business models because many people in this subreddit seem not to really understand what they do, how they make…
Since publication APP −16.1% α −15.7 pp vs S&P 500 · USD
Substack · Bristlemoon Capital
AppLovin, FICO, Hemnet, and PAR
Since publication −43.9% α −53.2 pp vs S&P 500 · USD
X · X @AIStockSavvy · Hardik Shah
$APP | AppLovin (NASDAQ:APP) Falls on Short Report by Culper Research Culper said, "We are short AppLovin $APP - Ties to CCP Intelligence, Human Trafficking, Money Laundering; Undisclosed Stock Pledges; Secret Chinese…
Since publication +31.5% α +58.5 pp vs S&P 500 · USD
Short reports · Muddy Waters Research
Since publication +14.1% α +50.4 pp vs S&P 500 · USD
Short reports · Muddy Waters Research
Since publication +0.4% α +35.2 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.