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# ![@accrued_int Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1858583435377287168.png) @accrued_int Accrued Interest

Accrued Interest posts on X about $app, applovin, $googl, googl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1858583435377287168/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1858583435377287168/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX +115%

### Mentions: XX [#](/creator/twitter::1858583435377287168/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1858583435377287168/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +110%

### Followers: XXXXX [#](/creator/twitter::1858583435377287168/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1858583435377287168/c:line/m:followers.svg)

- X Week XXXXX no change
- X Month XXXXX +6.20%
- X Months XXXXX +63%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1858583435377287168/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1858583435377287168/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1858583435377287168/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$app](/topic/$app) #51, [applovin](/topic/applovin) #55, [$googl](/topic/$googl) #2868, [googl](/topic/googl) #43, [sec](/topic/sec) 0.79%, [$meta](/topic/$meta) #110, [meta](/topic/meta) 0.66%, [stocks](/topic/stocks) 0.52%, [$aapl](/topic/$aapl) #142, [$goog](/topic/$goog) #27

**Top accounts mentioned or mentioned by**
[@accruedint](/creator/undefined) [@nietschecapital](/creator/undefined) [@bigideascapital](/creator/undefined) [@theinformation](/creator/undefined) [@openai](/creator/undefined) [@tmtanalystanon](/creator/undefined) [@jonahlupton](/creator/undefined) [@variety](/creator/undefined) [@deitaone](/creator/undefined) [@waymo](/creator/undefined) [@foliotrail](/creator/undefined) [@mmoney642](/creator/undefined) [@geminiapp](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@rihardjarc](/creator/undefined) [@digiday](/creator/undefined) [@hbomax](/creator/undefined) [@tubi](/creator/undefined) [@barronsonline](/creator/undefined) [@blakercarpenter](/creator/undefined)

**Top assets mentioned**
[Applovin Corporation (APP)](/topic/$app) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Adobe, Inc. (ADBE)](/topic/$adbe) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [DisChain (DIS)](/topic/$dis) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Newsmax, Inc. (NMAX)](/topic/$nmax) [Bitcoin (BTC)](/topic/bitcoin) [Micron Technology, Inc. (MU)](/topic/$mu) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [ShapeShift FOX Token (FOX)](/topic/$fox) [Fox Corp. Class A (FOXA)](/topic/$foxa) [Charter Communications Inc (CHTR)](/topic/$chtr) [Cable One, Inc. (CABO)](/topic/$cabo) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [AT&T Inc. (T)](/topic/$t) [Intuit Inc. (INTU)](/topic/$intu) [BlackRock Inc (BLK)](/topic/blackrock) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Lowes Companies Inc (LOW)](/topic/$low) [Intel Corporation (INTC)](/topic/$intc) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Boeing Co (BA)](/topic/$ba) [McDonald's Corp (MCD)](/topic/$mcd) [PepsiCo, Inc. (PEP)](/topic/$pep) [Now Coin (NOW)](/topic/$now) [Credit Acceptance Corp (CACC)](/topic/$cacc) [Liberty Media Corporation Series A Liberty Formula One Common Stock (FWONA)](/topic/$fwona) [CYCLEAN (CCL)](/topic/$ccl) [Klaviyo, Inc. (KVYO)](/topic/$kvyo)
### Top Social Posts [#](/creator/twitter::1858583435377287168/posts)
---
Top posts by engagements in the last XX hours

"This was also my reaction @_HalalTrader_ - If there's a punishment the SEC could impose fines which $APP could pay from its free cash flow. I'd be more worried about the FTC because the real risk is if AppLovin must change the algorithm for their ad model.need to read more but I think AppLovin will be OK"  
[X Link](https://x.com/accrued_int/status/1975324552017375587) [@accrued_int](/creator/x/accrued_int) 2025-10-06T22:17Z 2477 followers, XXX engagements


"@Wiseman_Cap Positive development but this needs to have a $X handle on it - $GOOGL will be over $XXX in the coming year @Wiseman_Cap"  
[X Link](https://x.com/accrued_int/status/1978483053975507167) [@accrued_int](/creator/x/accrued_int) 2025-10-15T15:28Z 2479 followers, XXX engagements


"@WealthyReadings This was well said @WealthyReadings - "many giants' stocks rise is justified by earnings" is a good reminder when looking at $TSM $NVDA"  
[X Link](https://x.com/accrued_int/status/1978897275771404794) [@accrued_int](/creator/x/accrued_int) 2025-10-16T18:54Z 2480 followers, XXX engagements


"This is exactly the type of lazy no-research takes that go viral on here on $APP. "You heard the warnings". Just say your thesis and why it's been wrong so long. Once you realize the shorts in this are jokes you spend more time focusing on fundamentals and people are running to spend money on AppLovin's platform. They never talk about that part"  
[X Link](https://x.com/accrued_int/status/1975568848209203374) [@accrued_int](/creator/x/accrued_int) 2025-10-07T14:28Z 2477 followers, 1426 engagements


"Exactly there isn't anything new here in $APP @MichaelWigginsO. AppLovin shorts have been complaining about data practices since feb. All of the company's partners have had a good relationship with them no one - $META $GOOG or $AAPL has indicated they were going to punish $APP. They keep shouting fire 🔥 but there isn't any smoke 💨. Just hilarious how nobody negative is explaining how this is supposed to make customers leave. Quite the opposite customers are out in public singing AppLovin's praises 🤣. The stock ran up too fast but this is not a short. It will be north of $XXX in 2026"  
[X Link](https://x.com/accrued_int/status/1975555303002317042) [@accrued_int](/creator/x/accrued_int) 2025-10-07T13:34Z 2477 followers, 3962 engagements


"@twoodhouse14 @bily5260 @Nietschecapital @SixSigmaCapital I know $APP still has money on its buy back authorization. However AppLovin in blackout period right now and can't buy shares. Typically a company can't trade its shares between when Q3 ended (9/30) and the ER on 11/5. Fyi"  
[X Link](https://x.com/accrued_int/status/1975364205177131339) [@accrued_int](/creator/x/accrued_int) 2025-10-07T00:55Z 2477 followers, XXX engagements


"@GabeTheSpaniard I hear you but long-term $APP share price just marches higher so I'm not sure the shorts are really getting away with anything. I blame the volatility on the fact many AppLovin owners still don't know what the company does"  
[X Link](https://x.com/accrued_int/status/1975385288051724344) [@accrued_int](/creator/x/accrued_int) 2025-10-07T02:18Z 2477 followers, XXX engagements


"This from @Digiday was an interesting look at how $TTD The Trade Desk is now more accommodating to publishers in light of competition from $AMZN and others. No position in the stock - just doing reading snice it's down -XX% YTD"  
[X Link](https://x.com/accrued_int/status/1967634586759991712) [@accrued_int](/creator/x/accrued_int) 2025-09-15T17:00Z 2480 followers, 5469 engagements


"@markflowchatter Comparing $APP to $SMCI is incredibly lazy and shows that you're not even considering how the situations are different at all 🤣"  
[X Link](https://x.com/accrued_int/status/1975538263629975594) [@accrued_int](/creator/x/accrued_int) 2025-10-07T12:26Z 2476 followers, XXX engagements


"This tweet didn't age well 😭 look at all the little red dots they added like they were doing something.$APP recovering all through the day. Very clear so many accounts following AppLovin do ZERO analysis"  
[X Link](https://x.com/accrued_int/status/1975641792466051116) [@accrued_int](/creator/x/accrued_int) 2025-10-07T19:18Z 2477 followers, 1639 engagements


"exactly this guy gets it - "Theyre being beat up for the allegations from February' - @LUNAtic_128 on the $APP news that the SEC is looking into short seller allegations from Q1. AppLovin's business fundamentals have accelerated since Feb too.2026/2027 is better"  
[X Link](https://x.com/accrued_int/status/1975368741585363370) [@accrued_int](/creator/x/accrued_int) 2025-10-07T01:13Z 2477 followers, 1754 engagements


"Sooo no position in $NMAX but suffice to say a TV network 📺 adding Bitcoin to their balance sheet is not something a serious organization would do 🤣🤷♂. This network is subscale yes but this hail mary move does nothing to improve the intrinsic value of the business. This is pandering to retail investors as well as an admission that they don't have any better ideas on how to get the stock price up besides engaging in shenanigans 🤑 $FOXA is a real business if you want to invest in a similar entity with better economics"  
[X Link](https://x.com/accrued_int/status/1978919836861288644) [@accrued_int](/creator/x/accrued_int) 2025-10-16T20:23Z 2477 followers, 1007 engagements


"While $APP stock takes a little breather under $XXX this is a good time to re-share a graphic I made last wk. To see why analysts raised #AppLovin revenue growth forecasts for 2026 2027 see this chart 10/1: AppLovin opened its self-serve AI-based ad engine Axon Ads Manager on a referral basis to new advertisers X. More advertisers bid for ad inventory X. More bidders drive up the price of inventory (CPMs) X. Higher CPMs bring publishers to offer more in-game advertising creating more inventory X. More inventory lowers CPMs attracting more advertisers As long as AppLovin's targeting continues"  
[X Link](https://x.com/accrued_int/status/1975280684836266230) [@accrued_int](/creator/x/accrued_int) 2025-10-06T19:23Z 2475 followers, 6485 engagements


"Happy Friday 🤑 here is my current watch list of stocks I'm thinking about adding as we head into Q3 earning season.What are you guys like $ADBE $GOOGL $META $NTDOY $NVDA $UBER I think these can all outperform the #SPX500 in 2026 because I think they are inexpensive on 2027 earnings but still digging 📚"  
[X Link](https://x.com/accrued_int/status/1979183236531024215) [@accrued_int](/creator/x/accrued_int) 2025-10-17T13:50Z 2477 followers, XXX engagements


"I wanted to share my research from Q1 Q2 and Q3 where I explain why the shorts are wrong on #AppLovin. AppLovin is a stock to hold for fundamental reasons for multiple years. I know many look at technicals and overreact to headlines. but $APP is growing its customer base +10x right now by moving into new verticals with its current e-commerce expansion. I'm going to be resharing my post through all the 2025 explaining why this stock is going higher and you should ignore the noise. Volatility is your friend when you are a long-term fundamental investor. Subscribe to Accrued Interest if you like"  
[X Link](https://x.com/accrued_int/status/1975558125764616379) [@accrued_int](/creator/x/accrued_int) 2025-10-07T13:45Z 2477 followers, 1982 engagements


"Thanks for highlighting these quotes @KoyfinCharts - He's 💯correct - somehow $GOOGL is still trading at a discounted valuation compared to other tech companies with not as strong an operational / financial profile. I'm looking to add to $GOOG ahead of Q3 - I think this could really outperform in 2026 as we get more multiple expansion"  
[X Link](https://x.com/accrued_int/status/1979228341153525855) [@accrued_int](/creator/x/accrued_int) 2025-10-17T16:49Z 2477 followers, XXX engagements


"@bily5260 @Nietschecapital @SixSigmaCapital Yeah I have every reason to believe that $APP is raising its market share and share of wallet with customers. Just search #DTC twitter and use AppLovin the name not the ticker and you see that the service works for advertisers"  
[X Link](https://x.com/accrued_int/status/1975358753374675458) [@accrued_int](/creator/x/accrued_int) 2025-10-07T00:33Z 2476 followers, XXX engagements


"good morning 🌞 let the $APP come back begin. This is a lazy repeat of the short seller attacks in Feb. SEC's obligated to look into claims. AppLovin business is not fraudulent. The @AxonAdsManager is adding new customers right now. Check out substack for more notes link 🔗 in bio will share more throughout the day but again everyone's being lazy on this one"  
[X Link](https://x.com/accrued_int/status/1975537023483081210) [@accrued_int](/creator/x/accrued_int) 2025-10-07T12:21Z 2477 followers, 2535 engagements


"It's momentum traders like this that give $APP stock price such wiiiiiild swings " reasons dont matter to me all about the charts".This is why in the long run fundamental investing wins. Over on #DTC twitter ppl are running to AppLovin's platform. staying long"  
[X Link](https://x.com/accrued_int/status/1975374226648633812) [@accrued_int](/creator/x/accrued_int) 2025-10-07T01:34Z 2477 followers, 2180 engagements


"Well $FOXA is making new XX week highs today. You can like $WBD / $PSKY and still recognize $FOX has the strongest business model in legacy media. So yes I'm sticking with my bull thesis. $WBD / $PSKY is gambling on M&A. The Murdochs have been the best owners in media since they sold out to $DIS 📺"  
[X Link](https://x.com/accrued_int/status/1973037760811249923) [@accrued_int](/creator/x/accrued_int) 2025-09-30T14:50Z 2476 followers, 3001 engagements


"Ok yea whatever $CHTR said on its Q2 earnings must be impacting other cable/broadband stocks📺📡.first thing I noticed was weakness in $ATUS $CABO as well as $CHTR.is this an overreaction or more legit bad news"  
[X Link](https://x.com/accrued_int/status/1948756667618693269) [@accrued_int](/creator/x/accrued_int) 2025-07-25T14:46Z 2478 followers, XXX engagements


"@TheTranscript_ I regret selling my position $TSM early this spring during the #tariff turmoil. TSMC has one of the simplest cleanest long fundamental growth stories out there. I will not make the mistake selling the stock again 🤣🤑"  
[X Link](https://x.com/accrued_int/status/1978859258541121812) [@accrued_int](/creator/x/accrued_int) 2025-10-16T16:23Z 2480 followers, XXX engagements


"Your intuition I think is correct @SixSigmaCapital on $APP. I've closely followed every short seller report "scandal" over the last year and it's always 1) scary inneundo 2) nothing to suggest what AppLovin is doing is illegal. 3) stock tanks because momentum investors give up name is silly.then 4) we make new all-time highs X months later 🤣. That's been the cycle thus far would others agree"  
[X Link](https://x.com/accrued_int/status/1975328727585144944) [@accrued_int](/creator/x/accrued_int) 2025-10-06T22:34Z 2477 followers, 12.2K engagements


"I definitely regret selling $TSM during the tariff meltdown earlier in the spring. I will certainly be buying it back and never selling it ever again 🤣. This stock should be in the S&P XXX but can't be added but it's crazy not to have exposure to a generational name"  
[X Link](https://x.com/accrued_int/status/1978833387637924330) [@accrued_int](/creator/x/accrued_int) 2025-10-16T14:40Z 2478 followers, XXX engagements


"This is what I mean - listing $APP market cap in declining order with other S&P XXX companies is not research. Yes AppLovin is more valuable than all those companies because the present value of its future cash flows is greater than $DIS. Amazing how simply reading the financials counts as an edge in today's market"  
[X Link](https://x.com/accrued_int/status/1975569534804234733) [@accrued_int](/creator/x/accrued_int) 2025-10-07T14:30Z 2477 followers, 1668 engagements


"@plantmath1 I agree that this event and frankly a lot of the @GeminiApp product releases over the last 2-3 months have given the market renewed clarity that $GOOGL has what it takes to leapfrog @OpenAI - yes @plantmath1. Google is getting multiple expansion (but still deserves more imo)"  
[X Link](https://x.com/accrued_int/status/1979201350819873130) [@accrued_int](/creator/x/accrued_int) 2025-10-17T15:02Z 2477 followers, XXX engagements


"@BourbonCap These are the type of KPIs and metrics that will help investors feel comfortable giving $GOOGL a higher earnings multiple. Google is still only trading at like 21x 2027 earnings a big discount to $META that I'm not sure is warranted not to that extent"  
[X Link](https://x.com/accrued_int/status/1978836275294507397) [@accrued_int](/creator/x/accrued_int) 2025-10-16T14:51Z 2477 followers, XXX engagements


"@SayNoToTrading I hear you @SayNoToTrading but $APP is reporting Q3 earnings on Nov 5th like X weeks from now. I wouldn't read too hard into any of the stock moves before then. Doesn't make sense to start/chnage position when AppLovin #'s coming in XX days"  
[X Link](https://x.com/accrued_int/status/1977768387225739643) [@accrued_int](/creator/x/accrued_int) 2025-10-13T16:08Z 2478 followers, XXX engagements


"@KairosPraxis It's pretty funny that folks are still making jokes about $APP name 🤣. Fundamental investors know this is why AppLovin is pushing @AxonAdsManager. Again the name doesn't matter but it just shows who's paying attention vs stock tourists 🤷♂"  
[X Link](https://x.com/accrued_int/status/1975359671172276228) [@accrued_int](/creator/x/accrued_int) 2025-10-07T00:37Z 2480 followers, XXX engagements


"I wish I was more current on $CACC when I see headlines like this about auto loans 🚗h/t Bloomberg: "Car loans have gone from the safest consumer credit products to among the riskiest over the last XX years as delinquencies rose". The stock Credit Acceptance Corporation is optically cheap but I take pause until I understand the industry better - the stock has hair on it 🤔Anyone decide to go long here Just curious"  
[X Link](https://x.com/accrued_int/status/1979226695740600361) [@accrued_int](/creator/x/accrued_int) 2025-10-17T16:43Z 2477 followers, XXX engagements


"@StockMKTNewz wowwww so Formula X is taking a bag of money 💰bigger than anyone else would give them to go disappear on $AAPL TV 📺and give up upside on their audience. I understand the tradeoff but don't think it was a wise one.MLS did a similar deal and it did not grow the sport $FWONA"  
[X Link](https://x.com/accrued_int/status/1979204175977226350) [@accrued_int](/creator/x/accrued_int) 2025-10-17T15:13Z 2477 followers, XXX engagements


"I cut a X min video summarizing why you should buy the $APP selloff. The SEC is looking into old and debunked allegations about AppLovin's data collection practices. Yet major ad partners like $GOOG $AAPL $META and $AMZN have not taken action against AppLovin and the company continues to attract new advertisers. AppLovin has debunked these short-seller claims already in Q1/Q2. You should stay long into 2026 given their eCommerce expansion. If you find this content helpful subscribe to Accrued Interest for more TMT stock analysis (link in bio 🔗)"  
[X Link](https://x.com/accrued_int/status/1975692006618812592) [@accrued_int](/creator/x/accrued_int) 2025-10-07T22:37Z 2477 followers, 10.7K engagements


"I'm seeing a lot of lazy comparisons saying $APP is like $SMCI. Short reports absolutely are written for day traders 🤣 because it's now X months and counting of "scary" headlines without any proof of wrongdoing. Nobody's even pretending to model the business - AppLovin valuation is based on next eComm customers 🏪🏬🏷. They sold the games business. New customers love them. Stay long"  
[X Link](https://x.com/accrued_int/status/1975539125978554508) [@accrued_int](/creator/x/accrued_int) 2025-10-07T12:30Z 2477 followers, 3358 engagements


"@Wiseman_Cap A lot more all-time highs to come for $GOOGL 💸💸"  
[X Link](https://x.com/accrued_int/status/1978824698323464429) [@accrued_int](/creator/x/accrued_int) 2025-10-16T14:05Z 2477 followers, XXX engagements


"Happy Friday 🤑It's Q3 earnings season so I did a X min video on my X favorite stocks I've added to my 2026 watchlist. $ADBE is cheap and left for 💀 but I think could re-rate in 2027 if 2026 earnings hold up. $GOOGL has upside with antitrust fears behind us. $META trades at Google's multiple with acceleration in impression growth in Q2. And both $NVDA and $UBER have earnings tailwinds. What stocks you are adding to your watchlist Accrued Interest link in bio 🔗"  
[X Link](https://x.com/accrued_int/status/1979291018580123751) [@accrued_int](/creator/x/accrued_int) 2025-10-17T20:58Z 2477 followers, XXX engagements


"Aaaaand welcome everyone to the latest AppLovin short-seller panic 🤣 $APP shareholders freakout every 3-5 months over recycled allegations. Actual customers still LOVE the service and are begging for referral codes post Oct 1st 🛍🎁🏷. Until I see a reason AppLovin's eComm expansion will slow FCF growth will push this stock higher"  
[X Link](https://x.com/accrued_int/status/1975361116831088883) [@accrued_int](/creator/x/accrued_int) 2025-10-07T00:42Z 2477 followers, 3582 engagements


"Data points such as these- that show Gemini AI rapidly gaining adoption and growing market share - are the types of developments that will give investors comfort paying a higher earnings multiple for $GOOGL. To get above $XXX a share Google's earnings multiple is going to have to expand and I think it ultimately will. H/t @Similarweb"  
[X Link](https://x.com/accrued_int/status/1978850295284392152) [@accrued_int](/creator/x/accrued_int) 2025-10-16T15:47Z 2478 followers, XXX engagements


"This is how everyone sounds whenever $APP dips 🤣 all of a sudden everyone "knew they were shady" and folks were magically short at $XXX lol"  
[X Link](https://x.com/accrued_int/status/1975322561820135553) [@accrued_int](/creator/x/accrued_int) 2025-10-06T22:09Z 2477 followers, 1881 engagements


"Appears $CCL results have been good because they had some untapped pricing power. Now Carnival is leaning into advertising to expand its customer base. I admit I was surprised to learn that $CCL had under-spent on marketing in the past. This is a welcome benefit but I dont know how sustainable marketing-led growth will be in 2-3 years. Anyone very long here The company has historically underinvested in advertising compared with its competitors and has a chance to sharpen its brand and strengthen its pricing power with more spending J.P. Morgan analysts said in an equity research note this"  
[X Link](https://x.com/accrued_int/status/1975335262688329769) [@accrued_int](/creator/x/accrued_int) 2025-10-06T23:00Z 2476 followers, XXX engagements


"Paramount's David Ellison:'I run the company.' .Ummm.sure whatever you say my guy 🤷♂🤣 $PSKY $WBD"  
[X Link](https://x.com/accrued_int/status/1978863740834414804) [@accrued_int](/creator/x/accrued_int) 2025-10-16T16:40Z 2477 followers, 1208 engagements


"I agree that $APP headlines often sound scary due to investors who "don't necessarily understand how performance marketing works" as @eniac says below. Check out this AppLovin 🧵for info fyi"  
[X Link](https://x.com/accrued_int/status/1975366160058331615) [@accrued_int](/creator/x/accrued_int) 2025-10-07T01:02Z 2477 followers, 1682 engagements


"A great follow on all things $APP is @FundaBottom - see the below: "The real ramp-up is expected at the end of the month." This is with regards to the growth in AppLovin's e-commerce clients with the opening up of @AxonAdsManager to new customers and geographies. Ignore the noise - stay focused on the upward trajectory"  
[X Link](https://x.com/accrued_int/status/1978890044518928475) [@accrued_int](/creator/x/accrued_int) 2025-10-16T18:25Z 2477 followers, 4598 engagements


"In case you missed it Tues - here's my recap explaining why $APP stock price bounced-back after falling on news the SEC was probing old & debunked allegations about AppLovin's data collection practices. So long as Ad partners such as $GOOGL $META $AAPL and $AMZN don't take punitive action - I have no reason to change my thesis on $APP now. See my Substack at link in bio 🔗 . My research is free now but a paywall will be coming up.eventually.🤑"  
[X Link](https://x.com/accrued_int/status/1975920940681678939) [@accrued_int](/creator/x/accrued_int) 2025-10-08T13:47Z 2479 followers, 3164 engagements


"Yeah - my exact same reaction @obsidiancap1. Also the SEC investigates/protects investors from financial crimes this is not the FTC telling $APP they have to change the way they do business. Every short attack had one goal to get scary headlines. Still no evidence AppLovin needs to change the way they deliver ads"  
[X Link](https://x.com/accrued_int/status/1975335245726601456) [@accrued_int](/creator/x/accrued_int) 2025-10-06T22:59Z 2477 followers, XXX engagements


"@Dylandoubledown @Digiday thanks for putting $KVYO on my radar - @Dylandoubledown I heard of them during the IPO X years ago haven't followed since. Just added it to my watchlist - thank u Will follow-up if it looks interesting. Honestly I have no thoughts right now haha"  
[X Link](https://x.com/accrued_int/status/1967645127482151416) [@accrued_int](/creator/x/accrued_int) 2025-09-15T17:42Z 2476 followers, 1200 engagements