AppLovin (APP) vs. U and TTD: Can AXON’s AI Advantage Outpace Execution Risks?

Is APP a good stock to buy? We came across a bullish thesis on AppLovin Corporation on Astute Optics – US’s Substack. The thesis was published on September 11th, when the stock was trading at $323.96, and APP lost 16.38% since then. The decline appears to reflect concerns about slowing advertising growth and stalled market-share gains. In […]