Jun. 15 at 2:22 AM
One stock I have been watching more lately is
$APP.
AppLovin is basically an AI-powered ad platform. They help companies acquire users, monetize apps, and improve ad performance.
At first, I honestly viewed it as just another ad-tech name, but the numbers are hard to ignore.
Revenue growth is still strong, margins are impressive, and the business is producing a lot of cash.
The main thing that has my attention is Axon, their AI ad engine.
If Axon keeps helping advertisers spend more efficiently, AppLovin could end up being a much bigger business than most people expected.
I am not saying it is cheap, and I know there are risks around valuation, competition, and how sustainable this growth really is.
But with revenue growing like this,
$APP is definitely a stock I want to keep studying.