AppLovin Q3: Market Leader in AI-Driven Ad-Tech

Applovin has done the unthinkable, which is to awaken a low-growth mobile gaming ads industry with an AI engine that is showing demonstrable results. The market is loving this stock as it has doubled its margins, more than doubled its cash flow and has a surging AI segment due to its AXON 2.0 AI advertising engine. Our near-term plan is to trade this stock, while our medium-term plan is to build a longer-term position. Both require an active stance rather than guessing on the buys. However, we think App is setting up for a longer-term trajectory and our firm plans to participate.

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