Aug. 10 at 8:06 AM
$APP $BB.TSX
$SMCI $VG $PLTR AppLovin benefits from AI-enhanced advertising monetization, BlackBerry remains focused on cybersecurity and automotive software, Super Micro benefits from AI-server demand, VG remains execution-driven, and Palantir continues expanding enterprise AI adoption. I'm watching ad growth, cybersecurity demand, server orders, funding, and AI contracts.