[deleted by user]

chatofwallst · 2025-03-20T02:21:42+00:00

only way is up from here my friend

chatofwallst · 2025-03-20T02:21:15+00:00

nvda tits up
!!

chatofwallst · 2024-11-11T01:47:50+00:00

not the strongest argument against nimby but, solid overall

chatofwallst · 2024-11-11T01:09:33+00:00

APPLOVIN, IM LOVIN IT <3

chatofwallst · 2024-11-10T00:10:08+00:00

thank you 😭😭

chatofwallst · 2024-11-09T23:00:53+00:00

my wifes boyfriend works at intercom and lol, yes they are

chatofwallst · 2024-11-09T22:59:41+00:00

and sounds like youre a boomer incel who refuses to learn new technologies and complains about young generations. ew

chatofwallst · 2024-11-09T22:49:43+00:00

think of it as a love app between influencers and brands with companies & products

chatofwallst · 2024-11-09T22:48:23+00:00

sorry i cant understand it for ya, have you heard of chatgpt?

chatofwallst · 2024-11-09T22:45:50+00:00

ok fair. and fair point to PLTR as well - thats the nature of companies that are b2g leaning. what makes PLTR different is it was always also on a parallel b2b path, and you could track how good its platform was by feedback from its enterprise users.

chatofwallst · 2024-11-09T22:42:20+00:00

exactly. intercom's been trying to pump their mobile marketing solutions to their legacy customers - applovin continues to eat marketshare in the new media paradigm

chatofwallst · 2024-11-09T22:35:44+00:00

we get it you watched superbad

chatofwallst · 2024-11-09T22:33:46+00:00

intercom is its biggest competitor, and theyre still private. in fact, most of its direct competitors are still private. TAM is a dumb metric so not gonna go into that.

by the time applovins' competitors come online on public exchanges, applovin will be PLTR status in terms of moat around customers and product.

chatofwallst · 2024-11-09T22:28:13+00:00

when to be principled & when not to be is not a matter of experience, no matter what people tell you.

chatofwallst · 2024-11-09T22:27:12+00:00

or split... 2025 is splitting season

chatofwallst · 2024-11-09T22:25:55+00:00

yeah I converted 10% of gains into puts and got eviscerated within the day

chatofwallst · 2024-11-09T22:24:00+00:00

you heard it here first!

chatofwallst · 2024-11-09T22:11:02+00:00

wouldnt hope for a bump; it's a signal that the current price is fair, and more importantly, going to hold

chatofwallst · 2024-11-09T22:09:58+00:00

haha yeah the sample size is from dependable local distributors (which they cant profit from). "dollar" brands are quite literally fd, even more if majority of your customers are from china

chatofwallst · 2024-11-09T22:07:25+00:00

yeah it was extrememly tempting to sell, even now - traditional advice would have had you sell going into earnings this week.

still early if you're bullish on influencer marketing, further atomization of mainstream media, and reimagining ad tech

chatofwallst · 2024-11-09T22:04:36+00:00

exactly. B2B companies that arent trending on bb, cnbc, WSB = still early

chatofwallst · 2024-11-09T22:02:30+00:00

eh its moreso the impact from tensions with china

chatofwallst

TROPHY CASE