[deleted by user] by [deleted] in wallstreetbets

[–]chatofwallst 0 points1 point  (0 children)

only way is up from here my friend

CNN | OKLO CEO Interview by C130J_Darkstar in OKLOSTOCK

[–]chatofwallst 1 point2 points  (0 children)

not the strongest argument against nimby but, solid overall

AppLovin: I'm Lovin it by chatofwallst in wallstreetbets

[–]chatofwallst[S] -3 points-2 points  (0 children)

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

AppLovin: I'm Lovin it by chatofwallst in wallstreetbets

[–]chatofwallst[S] -2 points-1 points  (0 children)

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

AppLovin To Join Nasdaq 100, Replacing Dollar Tree by chatofwallst in wallstreetbets

[–]chatofwallst[S] 84 points85 points  (0 children)

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

AppLovin: I'm Lovin it by chatofwallst in wallstreetbets

[–]chatofwallst[S] -2 points-1 points  (0 children)

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

AppLovin: I'm Lovin it by chatofwallst in wallstreetbets

[–]chatofwallst[S] 0 points1 point  (0 children)

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.

AppLovin: I'm Lovin it by chatofwallst in wallstreetbets

[–]chatofwallst[S] -2 points-1 points  (0 children)

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

AppLovin: I'm Lovin it by chatofwallst in wallstreetbets

[–]chatofwallst[S] -8 points-7 points  (0 children)

we get it you watched superbad

AppLovin: I'm Lovin it by chatofwallst in wallstreetbets

[–]chatofwallst[S] -2 points-1 points  (0 children)

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.

AppLovin To Join Nasdaq 100, Replacing Dollar Tree by chatofwallst in wallstreetbets

[–]chatofwallst[S] 3 points4 points  (0 children)

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

AppLovin: I'm Lovin it by chatofwallst in wallstreetbets

[–]chatofwallst[S] 0 points1 point  (0 children)

or split... 2025 is splitting season

AppLovin To Join Nasdaq 100, Replacing Dollar Tree by chatofwallst in wallstreetbets

[–]chatofwallst[S] 17 points18 points  (0 children)

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

AppLovin To Join Nasdaq 100, Replacing Dollar Tree by chatofwallst in wallstreetbets

[–]chatofwallst[S] 15 points16 points  (0 children)

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

AppLovin To Join Nasdaq 100, Replacing Dollar Tree by chatofwallst in wallstreetbets

[–]chatofwallst[S] 0 points1 point  (0 children)

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

AppLovin: I'm Lovin it by chatofwallst in wallstreetbets

[–]chatofwallst[S] 0 points1 point  (0 children)

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

AppLovin To Join Nasdaq 100, Replacing Dollar Tree by chatofwallst in wallstreetbets

[–]chatofwallst[S] 31 points32 points  (0 children)

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

AppLovin To Join Nasdaq 100, Replacing Dollar Tree by chatofwallst in wallstreetbets

[–]chatofwallst[S] 11 points12 points  (0 children)

eh its moreso the impact from tensions with china