AkhenOsiris
$APP
Evercore ISI initiates Applovin Overweight, $835 price target. Bull case $1010.
"Our Stock Call: We are initiating coverage of APP with an Outperform rating and $835 price target (25% upside). APP is the dominant ad tech platform for mobile gaming with an emerging e-commerce performance channel, which we view as a material TAM expander. Combined, we expect mobile gaming and e-commerce ad spend to sustain 30%+ revenue and EBITDA CAGRS from '25 to '28, and believe that APP can maintain its current 36x FY26 EV/EBITDA valuation multiple. Key Debates: 1) Core Mobile Gaming Runway. We view as ample given solid underlying industry dynamics, catalysts, and APP's superior execution. We forecast that APP's mobile gaming ad spend can grow at a 23% CAGR thru '28; 2) E-commerce Ads Scalability. While too soon to tell if APP can become a credible fourth scaled digital marketing channel for e-com (complementing GOOGL, META and AMZN), industry checks and 3P pixel tracking indicate strong recent momentum. We believe APP can achieve HSD-LDD penetration of DTC e-commerce advertiser spend in FY28 (i.e., $3.4B of revenue on $7.5B of ad spend VS. a $75B-$150B ads TAM, supported by ~$750B+ of global DTC GMV)."
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$APP
Evercore ISI initiates Applovin Overweight, $835 price target. Bull case $1010.
"Our Stock Call: We are initiating coverage of APP with an Outperform rating and $835 price target (25% upside). APP is the dominant ad tech platform for mobile gaming with an emerging e-commerce performance channel, which we view as a material TAM expander. Combined, we expect mobile gaming and e-commerce ad spend to sustain 30%+ revenue and EBITDA CAGRS from '25 to '28, and believe that APP can maintain its current 36x FY26 EV/EBITDA valuation multiple. Key Debates: 1) Core Mobile Gaming Runway. We view as ample given solid underlying industry dynamics, catalysts, and APP's superior execution. We forecast that APP's mobile gaming ad spend can grow at a 23% CAGR thru '28; 2) E-commerce Ads Scalability. While too soon to tell if APP can become a credible fourth scaled digital marketing channel for e-com (complementing GOOGL, META and AMZN), industry checks and 3P pixel tracking indicate strong recent momentum. We believe APP can achieve HSD-LDD penetration of DTC e-commerce advertiser spend in FY28 (i.e., $3.4B of revenue on $7.5B of ad spend VS. a $75B-$150B ads TAM, supported by ~$750B+ of global DTC GMV)."
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Offshore
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Quiver Quantitative
BREAKING: We just caught more STOCK Act violations.
Representative Julia Letlow just filed dozens of stock transactions months past the filing deadline.
She bought Micron Technology, $MU, in April.
It has risen 376% since then.
Full trade list up on Quiver. https://t.co/xRr96nkdCN
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BREAKING: We just caught more STOCK Act violations.
Representative Julia Letlow just filed dozens of stock transactions months past the filing deadline.
She bought Micron Technology, $MU, in April.
It has risen 376% since then.
Full trade list up on Quiver. https://t.co/xRr96nkdCN
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Offshore
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Illiquid
Thai construction company involved in the 30 floor project that collapsed during last year's earthquake (killing 95 people) now drops a crane on a moving train. Not a great look for Thailand.
https://t.co/GtcYgMfko4
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Thai construction company involved in the 30 floor project that collapsed during last year's earthquake (killing 95 people) now drops a crane on a moving train. Not a great look for Thailand.
https://t.co/GtcYgMfko4
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Offshore
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Offshore
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App Economy Insights
🚧 Wall Street hits a speed bump.
Fed fights, rate caps, and more.
• $JPM: Apple Card Takeover
• $BAC: Equities Surge
• $WFC: Growing Pains
• $C: Transformation Takes Shape
Let's visualize the big banks. 👇
https://t.co/SRUVhS0zOm
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🚧 Wall Street hits a speed bump.
Fed fights, rate caps, and more.
• $JPM: Apple Card Takeover
• $BAC: Equities Surge
• $WFC: Growing Pains
• $C: Transformation Takes Shape
Let's visualize the big banks. 👇
https://t.co/SRUVhS0zOm
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Offshore
Video
God of Prompt
RIP complex data stacks (as we know them).
What used to take a full data team and weeks of setup now happens in minutes with Fabi 2.0.
One AI platform. Complete flexibility:
→ Connect HubSpot, PostHog, Shopify, Stripe, Google Ads
→ Chat interface to dashboards in seconds
→ Python-backed for custom analysis
Just ask AI. Fabi does the rest.
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RIP complex data stacks (as we know them).
What used to take a full data team and weeks of setup now happens in minutes with Fabi 2.0.
One AI platform. Complete flexibility:
→ Connect HubSpot, PostHog, Shopify, Stripe, Google Ads
→ Chat interface to dashboards in seconds
→ Python-backed for custom analysis
Just ask AI. Fabi does the rest.
Today we’re introducing @hqfabi 2.0 - Your AI analyst for ALL your data
Connect to *any* data source.
Analyze it using an AI agent that understands (and learns!) your business.
Turn your insights into dashboards or workflows in minutes. https://t.co/ygODIvdCtc tweet
Offshore
Video
Startup Archive
Mark Zuckerberg breaks down the Facebook “playbook”
“Phase one is build a thing that sparks some joy and that people appreciate. From there you want to get to something that is retentive. That way people who have a good experience with the thing come back and keep using it. And those two things are not always the same. There are a lot of things that people think are awesome but may not always come back to.”
He gives ChatGPT as an example of an awesome product that hasn’t quite solved retention:
“This level of AI is a miracle, but that doesn’t mean everyone is going to have a use case every week.”
After creating a spark and retaining people, step three is growth and scaling the community:
“Once you have retention, you can start encouraging more people to join. But if people aren’t going to be retained by it, why would you ask people to go sign up for something?”
And then the last and final step step (step 4) is monetization:
“We take a while to go through all those. We’re really in some sense only getting started on the monetization of the messaging experiences like WhatsApp with stuff like business messaging. But 2 billion people use the product every day. So we’ve scaled it pretty far. But I think with our model that sort of works.”
Video source: @verge (2023)
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Mark Zuckerberg breaks down the Facebook “playbook”
“Phase one is build a thing that sparks some joy and that people appreciate. From there you want to get to something that is retentive. That way people who have a good experience with the thing come back and keep using it. And those two things are not always the same. There are a lot of things that people think are awesome but may not always come back to.”
He gives ChatGPT as an example of an awesome product that hasn’t quite solved retention:
“This level of AI is a miracle, but that doesn’t mean everyone is going to have a use case every week.”
After creating a spark and retaining people, step three is growth and scaling the community:
“Once you have retention, you can start encouraging more people to join. But if people aren’t going to be retained by it, why would you ask people to go sign up for something?”
And then the last and final step step (step 4) is monetization:
“We take a while to go through all those. We’re really in some sense only getting started on the monetization of the messaging experiences like WhatsApp with stuff like business messaging. But 2 billion people use the product every day. So we’ve scaled it pretty far. But I think with our model that sort of works.”
Video source: @verge (2023)
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Offshore
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Moon Dev
got cocky with this liquidation system and quant app
full ported short btc today
you see what happened
ggs hand trading, you got me again
ill be back in a couple days stepping on the gas
fully automated only
i dont think you can win 40x hand trading
i definitely cant
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got cocky with this liquidation system and quant app
full ported short btc today
you see what happened
ggs hand trading, you got me again
ill be back in a couple days stepping on the gas
fully automated only
i dont think you can win 40x hand trading
i definitely cant
[week #3 results]
idk how im still alive trading 40x after 3 full weeks
if i was doing this by hand, i’d be at 0 by now
probably just lucky
i’ll probably blow up but the weeks over
+49% ($4,970 pnl | $10k max size)
thanks quant app https://t.co/LMmiSeSxT8 tweet
Quiver Quantitative
BREAKING: Representative Bryan Steil's congressional stock trading bill has been approved by the House Admin Committee.
Some Democratic members have said that the bill doesn’t do enough to prevent insider trading.
It remains unclear whether it has the votes to pass the House.
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BREAKING: Representative Bryan Steil's congressional stock trading bill has been approved by the House Admin Committee.
Some Democratic members have said that the bill doesn’t do enough to prevent insider trading.
It remains unclear whether it has the votes to pass the House.
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