AppLovin is a high-conviction pick due to its elite 85% EBITDA margins, accelerating revenue, and the upcoming launch of a self-serve platform.
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Mr M TradesNew
The creator highlights AppLovin as a high-growth, highly profitable AI advertising company with elite EBITDA margins and significant expansion potential. The thesis centers on the company's Axon engine and upcoming self-serve platform launch, positioning it as a superior alternative to cash-burning AI peers.
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APPbuy opened Jun 1, 2026
-49.77%