# ![@nndeepdive Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1106703779133415430.png) @nndeepdive N

N posts on X about $app, applovin, app, core the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1106703779133415430/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106703779133415430/c:line/m:interactions.svg)

- [--] Week [------] +90%
- [--] Month [-------] +963%

### Mentions: [--] [#](/creator/twitter::1106703779133415430/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106703779133415430/c:line/m:posts_active.svg)

- [--] Month [--] -30%

### Followers: [---] [#](/creator/twitter::1106703779133415430/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106703779133415430/c:line/m:followers.svg)

- [--] Week [---] +6.80%
- [--] Month [---] +109%

### CreatorRank: [-------] [#](/creator/twitter::1106703779133415430/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106703779133415430/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  82.05% [technology brands](/list/technology-brands)  25.64% [finance](/list/finance)  10.26% [social networks](/list/social-networks)  7.69% [travel destinations](/list/travel-destinations)  5.13% [exchanges](/list/exchanges)  2.56%

**Social topic influence**
[$app](/topic/$app) #19, [applovin](/topic/applovin) #21, [app](/topic/app) 10.26%, [core](/topic/core) #1344, [gaming](/topic/gaming) 7.69%, [mobile](/topic/mobile) 7.69%, [share](/topic/share) 7.69%, [meta](/topic/meta) 7.69%, [if you](/topic/if-you) 7.69%, [market](/topic/market) 7.69%

**Top accounts mentioned or mentioned by**
[@lovinapplovin](/creator/undefined) [@nietschecapital](/creator/undefined) [@ani1864752](/creator/undefined) [@fundabottom](/creator/undefined) [@nickstobie](/creator/undefined) [@christofidespj](/creator/undefined) [@citrini7](/creator/undefined) [@sungminl22](/creator/undefined) [@10452km2](/creator/undefined) [@mikeliuasdsf](/creator/undefined) [@ad_quant](/creator/undefined) [@tanarrowz](/creator/undefined)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [Unity Software Inc. (U)](/topic/$u) [Cloudflare, Inc. (NET)](/topic/$net) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Roblox Corp. (RBLX)](/topic/$rblx) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Shopify Inc (SHOP)](/topic/$shop) [Reddit, Inc.  (RDDT)](/topic/$rddt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I miss the good old days when fundamentals still matter $APP"  
[X Link](https://x.com/nndeepdive/status/2021736318229754299)  2026-02-12T00:01Z [---] followers, [----] engagements


"$APP [----] Q4 Earnings review In the article I linked below I isolated key management responses during earnings call addressing investor concerns surrounding (1) the durability of the core growth engine and 80%+ EBITDA margin profile (2) whether Meta/CloudX represent a real structural threat to MAX and Axons closed-loop advantage and (3) E-Commerce progress and details around AXON's 1H global launch. APP now trades at 20x CY26 EV/EBIT and 23x forward P/E for a Rule-of-150 compounder printing 66% top-line growth and 84% EBITDA margins. Link to the article Image 1: Updated modeling Image 2:"  
[X Link](https://x.com/nndeepdive/status/2022345521029841173)  2026-02-13T16:22Z [---] followers, 16K engagements


"$APP AppLovin Official Statement Regarding Recent Allegations "We firmly refute all allegations contained within this report. The report is replete with false misleading and illogical accusations. AppLovin has provided full and transparent disclosures regarding its significant investments global business operations and major shareholder information in its public filings. As a publicly traded company AppLovins common stock is freely traded on the open market; the company cannot and does not control the buying selling or holding of its shares by any individual or institution. AppLovin operates"  
[X Link](https://x.com/nndeepdive/status/2014328465902780763)  2026-01-22T13:25Z [---] followers, 19.1K engagements


"$APP down 10% in sympathy with names like $U $TTWO and $RBLX following the launch of Google's Project Genie a gen-AI "world model" that allows users to create and explore playable interactive virtual environments using simple text or image prompts. 1) $APP has evolved into a pure Ad-Tech play following q2 last year as they sold their mobile gaming business to Tripledot studios. On that basis the launch of Project Genie should have no direct fundamental impact on the business. 2) Traditional gaming inventory remains a premium category for advertisers as gamers typically exhibit higher"  
[X Link](https://x.com/nndeepdive/status/2017270920293785778)  2026-01-30T16:17Z [---] followers, 11.7K engagements


"Note that Applovin not only distributes ads but also owns MAX a leading meditation platform with 70-80% market share in mobile meditation. They have significant technology edge and earned their dominant market share from googles Admob. Also when you look at the broad sell off in the gaming sector specifically names that I mention in the tweet clearly Meta is unrelated in the cause https://twitter.com/i/web/status/2017599729387860147 https://twitter.com/i/web/status/2017599729387860147"  
[X Link](https://x.com/nndeepdive/status/2017599729387860147)  2026-01-31T14:03Z [---] followers, [---] engagements


"$APP Even if Meta were to re-enter mobile in-app bidding in practice its demand would still have to route through AppLovins mediation layer MAX to access meaningful scale. Critically MAX sits at the auction control plane and has the deepest telemetry on price formation and win dynamics which can translate into a structural optimization advantage for AppLovins own demand as it tunes bids and routing in real time. The increased CPM performance some publishers were seeing from $meta audience network last week was iust a temporary pop. $APP still the big man on the yard mate. Check it out"  
[X Link](https://x.com/nndeepdive/status/2018355592428171610)  2026-02-02T16:07Z [---] followers, [----] engagements


"More nuances on Meta's renewed push into mobile in-app bidding: 1) Checks from image [--] & [--] suggest Meta placements have reverted back to pre-27th baselines. The End Card format change likely created a short-term engagement lift but advertiser feedback has been poor. 2) Two days ago I noted that even if Meta meaningfully ramps in-app bidding the practical path to scaled mobile game supply remains meditation platform. In that regime Applovin's MAX still controls auction orchestration (timeouts routing floors prioritization logic) which remains a structural edge in monetization capture because"  
[X Link](https://x.com/nndeepdive/status/2019285241098129496)  2026-02-05T05:41Z [---] followers, [----] engagements


"CloudXs new mobile mediation product is a direct competitor to Applovins MAX U's LevelPlay and GOOGL's AdMob. 1) MAX earned its dominant market place v. well regarded peers like unity and google. While competition fears remain Applovins management team is extremely capable and has shown (consistently) best in class execution. Theres simply limited track record about cloudx that can justify them being more capable relative to other meditation peers. 2) While I acknowledge that the development team of CloudX also created MAX and was acquired by Applovin in [----] Applovins management team was"  
[X Link](https://x.com/nndeepdive/status/2019443261421527182)  2026-02-05T16:09Z [---] followers, [---] engagements


"$NET 2025Q4 Call Now the agentic internet is emerging and we can already see its trends. lf humans looked at five sites when they were making adecision agents might look at [----]. lf humans had to fall back on generalized software and interfaces agents allow for infinite customizability of every software application for every need.lf humans follow a common circadian rhythm to workagents never need to sleep. Agents in otherwords are the ultimate infrastructure multiplier. We're seeing agentic workloads generate an order of magnitude more outbound requests to the web than traditional user-driven"  
[X Link](https://x.com/nndeepdive/status/2021461958600311182)  2026-02-11T05:51Z [---] followers, [---] engagements


"$APP slid 3% pre-market on Unity driven weakness The bear case is that broader mobile gaming weakness is weighing on the complex so $APP is getting caught in the risk-off rotation alongside other gaming/UA-exposed names. However $APP's stronger-than-expected guidance last Q was largely driven by expectations of a strong core gaming biz this Q and forward and several intra-quarter checks as well as $RBLX earnings all present constructive data points for underlying gaming monetization which undermines the idea that sector momentum are deteriorating. The remaining alternative (and in my view"  
[X Link](https://x.com/nndeepdive/status/2021592937147125928)  2026-02-11T14:31Z [---] followers, [----] engagements


"$APP [----] Q4 Earnings review In the article I linked below I isolated key management responses during earnings call addressing investor concerns surrounding (1) the durability of the core growth engine and the durability of 80%+ EBITDA margin profile (2) whether Meta/CloudX represent a real structural threat to MAX and Axons closed-loop advantage and (3) E-Commerce progress and details around AXON's 1H global launch. APP now trades at 20x CY26 EV/EBIT and 23x forward P/E for a Rule-of-150 compounder printing 66% top-line growth and 84% EBITDA margins. Link to the article Image 1: Updated"  
[X Link](https://x.com/nndeepdive/status/2022331898882662851)  2026-02-13T15:27Z [---] followers, [---] engagements


"I assume that in [--] years the second growth curve will mature (e-commerce) and it would be quite unreasonable for me to project that far into the future. I hope that Applovin can sustain the growth rate that it has right now in [--] years time but it would be too much to assume so that's mainly the thought process regarding the exit multiple https://twitter.com/i/web/status/2022361251964203286 https://twitter.com/i/web/status/2022361251964203286"  
[X Link](https://x.com/nndeepdive/status/2022361251964203286)  2026-02-13T17:24Z [---] followers, [---] engagements


"$NVDA Recent weakness in Nvidia reflects a narrative-driven rotation rather than a shift in fundamentals as investors extrapolate Googles Gemini performance and Metas opportunistic TPU purchases into a broader ASIC-versus-GPU regime change. This has resurrected the long-standing architectural debate and pressured NVDA but the downside might be anchored near $160-$170 a level consistent with applying a supply-chain benchmark 20x multiple to the explicit $8-8.5 FY26 EPS disclosed at GTC. From a technical perspective the market is over-indexing on peak benchmark comparisons while under"  
[X Link](https://x.com/nndeepdive/status/1994271267336409357)  2025-11-28T05:04Z [--] followers, [--] engagements


"$APP Nov. [--] Applovin plunged more than 8% due to Citi analyst lowering their Ecom revenue estimates. Citi back today with the following checks: "Store Leads data shows AppLovin with [----] eCommerce clients as of Nov. [--] up 26% since late October with average rankings across the top stores improving as HexClad enters the list. Axon adoption is up 26% since Oct. [--] and the top five Axon-powered stores now average a Shopify rank of [---] vs. [---] the prior week. Most Axon users remain U.S.-based with U.S. share rising to 68.2% as non-U.S. exposure fell 300bps. Overall the analyst says the data"  
[X Link](https://x.com/nndeepdive/status/1995882051153559912)  2025-12-02T15:45Z [---] followers, [----] engagements


"Also want to share this for the community: It's important for $APP shareholders to bear in mind that the better-than-expected Q4 guidance Applovin released on 11/05 only reflects continued model improvements and typical holiday seasonality. The guidance notably excludes potential incremental revenue from new advertisers onboarding via the referral program. This implies a materially increased likelihood of AppLovin outperforming expectations next quarter"  
[X Link](https://x.com/nndeepdive/status/1995892083740053644)  2025-12-02T16:25Z [---] followers, [---] engagements


"$rbrk +24% $RBRK A deep dive for investors that are interested to position themselves prior to RBRK earnings this thursday. The report includes deep analysis of the company's operation segments Rubrik Security Cloud design financial strength investment thesis long-term growth drivers https://t.co/Vk5t648uMA $RBRK A deep dive for investors that are interested to position themselves prior to RBRK earnings this thursday. The report includes deep analysis of the company's operation segments Rubrik Security Cloud design financial strength investment thesis long-term growth drivers"  
[X Link](https://x.com/nndeepdive/status/1996950483957625210)  2025-12-05T14:31Z [--] followers, [---] engagements


"$APP CEO on new advertisers in e-commerce at Nasdaq Conference in London: And what we saw when we put this into pilot in October is that the results were universally phenomenal. You had customers where they were getting as an example 40% new customers 60% retargeting. Click a button in our dashboard instantly go to 80% new customer rate. So if you end up doing industry checks and talking to a customer that's buying on our platform in this method they'll say the results are great. They do measure up really well against the market leader. Why that's exciting for us is that if you take that"  
[X Link](https://x.com/nndeepdive/status/1998379818115559846)  2025-12-09T13:10Z [---] followers, [---] engagements


"$app crushed it"  
[X Link](https://x.com/nndeepdive/status/1999185228091277440)  2025-12-11T18:31Z [---] followers, [----] engagements


"In light of the recent pullback in high-momentum and AI names I wanted to provide a quick update on market positioning. Catalyzed by last weeks earnings from Oracle and Broadcom the market has begun de-risking the AI sector. While headline indices have remained relatively flat we have seen significant divergence under the surface with recent leaders (e.g. GOOGL LITE COHR AMKR AVGO) undergoing a sharp correction. In my view this drawdown is technical rather than fundamentaldriven by the unwinding of crowded winners and tax-related selling. Consequently I view this selling pressure as benign."  
[X Link](https://x.com/nndeepdive/status/2001056296217276654)  2025-12-16T22:26Z [---] followers, [--] engagements


"$APP A lot of positives notes From the citi notes released yesterday two essential catalysts for ecom expansion are gradually playing out 1) ecom clients scaling up from the existing 600-700 cohort in q2 to [----] in the midst of q4 2) int'l expansion into regions outside of US"  
[X Link](https://x.com/nndeepdive/status/2003727290648363080)  2025-12-24T07:19Z [---] followers, [---] engagements


"$APP Applovin plunging 8% today is likely attributable to 1) northbeam data yesterday showing market share loss and 2) investors selling on the first trading day of [--] to delay their tax gains over to [--]. The Northbeam data is dependent on a relatively small sample size and likely not representative of the overall e-commerce trend. I would argue that citis note on e-commerce over the past two weeks has more credibility. Contrary to what Northbeam data shows citis e-commerce note shows that AXON is rolling smoothly with client count increasing and intl expansion improving as shown in the"  
[X Link](https://x.com/nndeepdive/status/2007171269121454440)  2026-01-02T19:24Z [---] followers, [----] engagements


"@Ani1864752 If you understand the e-commerce thesis you need to acknowledge that the two biggest factors to show progress is that they are taking market share through international expansion and increasing shop count on Axon. How would a -17% change in market share show good progress"  
[X Link](https://x.com/nndeepdive/status/2007259951727792323)  2026-01-03T01:17Z [---] followers, [---] engagements


"@Ani1864752 My whole point was that northbeam has a small sample size so that I wouldnt discredit applovins e-commerce progress given this one snapshot in time Im not sure what you are trying to point out differently here"  
[X Link](https://x.com/nndeepdive/status/2007285258300076394)  2026-01-03T02:57Z [---] followers, [---] engagements


"@NickStobie Thanks for the color. The bull case of Applovin essentially assumes that as brand adoption rises across e-commerce they have more training data from diverse brands of distinctive industries so that their algorithm can keep improving to deliver superior ROAS for advertisers"  
[X Link](https://x.com/nndeepdive/status/2008647282435264565)  2026-01-06T21:10Z [---] followers, [---] engagements


"$APP -3% again on negative Northbeam checks. 1) Seasonality matters. PostBlack Friday spend typically steps down into late Dec/early Jan as promo intensity fades and budgets reset. For a newer channel that air pocket can look like share loss even if underlying onboarding and performance are intact. 2) Northbeam is a small skewed sample. Its useful as a datapoint but not definitive. Id weight sell-side channel checks + company/agency commentary more heavily than a single attribution dataset. https://twitter.com/i/web/status/2009351791541145798"  
[X Link](https://x.com/nndeepdive/status/2009351791541145798)  2026-01-08T19:49Z [---] followers, [---] engagements


"$APP The latest Store Leads for applovin read is modestly constructive and importantly helps contextualize the recent Northbeam-driven anxiety. As of Jan [--] Store Leads estimates [----] eCommerce clients on Axon (up 5% WoW vs. [----] on Jan [--] though still slightly below [----] on Dec 26). That pattern is consistent with a post-holiday normalization rather than a structural demand break. The quality/mix signal also improved: among the five most popular Shopify+Axon merchants the average store rank improved [--] spots to [---] (best in [--] weeks) largely due to Reebok entering the top five. I would not"  
[X Link](https://x.com/nndeepdive/status/2010793608673443878)  2026-01-12T19:18Z [---] followers, [----] engagements


"$APP -10% [--]. Most likely driven by technical rotation + application saas catching up to general saas decline as names like ( $SHOP $RDDT $U) also plunged significantly despite no fundamental changes. [--]. Oxford 3P data tracking $APP 4Q miss which aligns with Brondolo preview from Wells Fargo [--]. @FundaBottom currently tracking underwhelming recovery from holiday season and are closely monitoring this weeks e-commerce progress [--]. Not all negative as Evercore initiates buy for $APP with PT $835 and bull case $1000 https://twitter.com/i/web/status/2011480292611998089"  
[X Link](https://x.com/nndeepdive/status/2011480292611998089)  2026-01-14T16:47Z [---] followers, [----] engagements


"Again the prevailing market narrative has become increasingly polarized as Claude Code continue to impress investors fueling wide-spread concerns that automated workflows and UI generation will commoditize traditional SaaS. This has driven sharp multiple compression across horizontal human-facing tools as investors begin to price in an extinction event for seat-based productivity software. Perhaps a compelling SaaS reversion trade exists in cybersecurity leaders such as Cloudflare $NET and Rubrik $RBRK. These names are seeing irrational valuation pullbacks despite being natural beneficiaries"  
[X Link](https://x.com/nndeepdive/status/2012402885804404902)  2026-01-17T05:53Z [---] followers, [---] engagements


"@ChristofidesPj @LovinAppLovin Not deep seek its Claude code"  
[X Link](https://x.com/nndeepdive/status/2012707959009087501)  2026-01-18T02:05Z [---] followers, [--] engagements


"$APP A short research institution referenced as Capitalwatch is about to release a short report on Applovin pre-market on Tuesday 8:30 AM EST. The author details that the short target has a market cap around 192b which directly aligns with Applovins current market cap. This marks the 6th attack on Applovin ever since last year and the majority of them appeared during silence period when the company lacks capacity to defend for themselves (think Lauren Balik Fuzzy Panda Culper Muddy Waters and The Bear Cave). The timing for this report is also quite deliberate as they purposely attacked the"  
[X Link](https://x.com/nndeepdive/status/2012736825836638692)  2026-01-18T04:00Z [---] followers, 18K engagements


"$APP The institution who claimed to release a short report for Applovin on Tuesday pre-market self proclaimed to have [--] misses over [--] years of investigation. However they only had [--] investigation during this period. They also claimed that their work is frequently cited by Reuters and Bloomberg and used by institutional investors for risk control. Most analysts that Ive talked to never heard about this institution until this Saturday. Their [---] follower count on twitter also contradicts with what they claimed to be. Once again its difficult to assign any form of credibility to this research"  
[X Link](https://x.com/nndeepdive/status/2013017185191329970)  2026-01-18T22:34Z [---] followers, 12.8K engagements


"$APP Official response to CW's second short report "AppLovin has never partnered with WowNow Prince Group or any of their affiliated entities to our knowledge. Any suggestion or allegation that the AppLovin platform has a cooperative relationship with the aforementioned entities is baseless and seriously inconsistent with the facts. We will take swift and necessary legal action against those who spread false and defamatory information." Source: https://mp.weixin.qq.com/s/1cqlFOeY564-5uhUhHbWrQ https://mp.weixin.qq.com/s/1cqlFOeY564-5uhUhHbWrQ"  
[X Link](https://x.com/nndeepdive/status/2014947688513482898)  2026-01-24T06:25Z [---] followers, [--] engagements


"Appreciate the insight 1) If you check image [--] capitalwatch explicitly pointed out that their short target has a market cap of exactly [-------] billion in Chinese (I underlined in red for you) which aligns with the current market cap for Applovin as of Fridays close. 2) In the comment section of their original WeChat article they explicitly noted ❌ when retail audience proposed non targets but refused to comment ❌ when an increasing percentage of comments point to Applovin. 3) They also pointed out that the short target will be an advertising tech firm with 100b-1t market cap. Thank you very"  
[X Link](https://x.com/nndeepdive/status/2013137451317928364)  2026-01-19T06:32Z [---] followers, [----] engagements


"@LovinAppLovin Here's the source: https://mp.weixin.qq.com/s/l2-BcU2nViBmp0OdcSxlGA https://mp.weixin.qq.com/s/l2-BcU2nViBmp0OdcSxlGA"  
[X Link](https://x.com/nndeepdive/status/2014340204463616230)  2026-01-22T14:11Z [---] followers, [----] engagements


"1) The publisher of the article (AXON AI) features a blue verification checkmark right next to "AppLovin Beijing Technology Development Co. Ltd." which signifies that the account has been authenticated and associated with a verified enterprise entity. 2) They have published [---] articles and videos to date featuring mostly product development / performance related content. https://twitter.com/i/web/status/2014346860622741916 https://twitter.com/i/web/status/2014346860622741916"  
[X Link](https://x.com/nndeepdive/status/2014346860622741916)  2026-01-22T14:38Z [---] followers, [---] engagements


"I went through both Capital Watch $APP short reports in detail (again unfortunately). The writing throughout are so unsubstantiated to the extent that Im surprised they were comfortable publishing it and promoting it. Take page [--] of their most recent report and look at the WowNow anomalous spending claim as a example of many (image 1) If youre going to claim WowNow is a major node in APPs economics and the alleged mechanism you have to do at least kindergarten-level sizing or provide some form of numerical evidence (how much spend over what period relative to what baseline and how you know)."  
[X Link](https://x.com/nndeepdive/status/2014458839148474534)  2026-01-22T22:03Z [---] followers, [----] engagements


"Applovin released an official statement responding to CW's second short report and plans to take legal action Clarification statement: AppLovin has never partnered with WowNow Prince Group or any of their affiliated entities to our knowledge. Any suggestion or allegation that the AppLovin platform has a cooperative relationship with the aforementioned entities is baseless and seriously inconsistent with the facts. We will take swift and necessary legal action against those who spread false and defamatory information. AppLovin is committed to maintaining a trustworthy and transparent"  
[X Link](https://x.com/nndeepdive/status/2014952976352240123)  2026-01-24T06:46Z [---] followers, [----] engagements


"Regarding the Capital Watch short report on $APP my takeaway after reading it is that it leans heavily on storytelling rather than providing actual evidence. From a tactical perspective I believe geopolitical risks currently outweigh the idiosyncratic risks of Applovin itself so I intend to use this period to gradually build my position ahead of the upcoming earnings report. The core logic of the Capital Watch report is centered on constructing a "money laundering via advertising" narrative but its fundamental flaw is the total absence of verifiable transaction-level evidence or reproducible"  
[X Link](https://x.com/nndeepdive/status/2013488277165088815)  2026-01-20T05:46Z [---] followers, [----] engagements


"A really close friend of mine tagged me with this research note from @Citrini7 . $net $rbrk Again the prevailing market narrative has become increasingly polarized as Claude Code continue to impress investors fueling wide-spread concerns that automated workflows and UI generation will commoditize traditional SaaS. This has driven sharp multiple compression across https://t.co/ssFt15bvBB Again the prevailing market narrative has become increasingly polarized as Claude Code continue to impress investors fueling wide-spread concerns that automated workflows and UI generation will commoditize"  
[X Link](https://x.com/nndeepdive/status/2015850702954795454)  2026-01-26T18:13Z [---] followers, 19.9K engagements

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