The Trade Desk is mentioned as a reference point for market sentiment following its own significant historical decline.
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The creator discusses AppLovin (APP) following a recent 20% drop, highlighting strong financial growth and...
Sep 18, 2026
The creator discusses AppLovin (APP) following a recent 20% drop, highlighting strong financial growth and cash flow while acknowledging risks and maintaining a small position. They also briefly mention The Trade Desk (TTD) as a benchmark for market wariness.
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The creator initiated a new position in AppLovin, citing strong revenue and EBITDA growth despite recent market volatility.
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