Amazon's advertising revenue is used as a comparison point for AppLovin's performance, showing a decline in Amazon's revenue.
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Uber, AppLovin and Shopify Earnings Recap
Aug 7, 2026
The creator recaps earnings for Shopify and Uber, calling them fantastic, particularly Shopify. They then focus on AppLovin (APP), which dropped 27% after hours. Despite the drop, the creator argues the business is intact and the earnings report was not a disaster, highlighting strong software platform revenue growth and a reasonable to cheap valuation with a solid moat.
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Palantir's stock dropped 27% on a 0.9% revenue miss and a slight earnings beat, which the creator argues is an unjustified reaction given the company's overall results and long-term prospects.
The Trade Desk is mentioned as a past example where a 25-30% drop after earnings was thesis-breaking due to missed revenue estimates.
AppLovin (APP) is a top buy, offering an asymmetric opportunity with fast growth and a cheap valuation despite a 27% after-hours drop.
Uber reported fantastic earnings this morning.
Shopify reported fantastic earnings this morning.
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APPbuy opened Aug 7, 2026
-24.22%