#  @roanokecap Roanoke Cap Roanoke Cap posts on X about $app, applovin, ai, app the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1127904503041273856/interactions)  - [--] Week [-----] -14% - [--] Month [------] +1,308% - [--] Months [------] +4,038% - [--] Year [------] +855% ### Mentions: [--] [#](/creator/twitter::1127904503041273856/posts_active)  - [--] Month [--] +17% - [--] Months [--] +814% - [--] Year [--] +223% ### Followers: [---] [#](/creator/twitter::1127904503041273856/followers)  - [--] Week [---] +6.10% - [--] Month [---] +76% - [--] Months [---] +235% - [--] Year [---] +550% ### CreatorRank: [---------] [#](/creator/twitter::1127904503041273856/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 67% [finance](/list/finance) 17% [technology brands](/list/technology-brands) 14% [social networks](/list/social-networks) 2% [cryptocurrencies](/list/cryptocurrencies) 2% [automotive brands](/list/automotive-brands) 1% [celebrities](/list/celebrities) 1% [musicians](/list/musicians) 1% **Social topic influence** [$app](/topic/$app) #52, [applovin](/topic/applovin) #58, [ai](/topic/ai) 10%, [app](/topic/app) 10%, [meta](/topic/meta) 9%, [business](/topic/business) 6%, [in the](/topic/in-the) 6%, [market](/topic/market) 5%, [$u](/topic/$u) 4%, [if you](/topic/if-you) 4% **Top accounts mentioned or mentioned by** [@nietschecapital](/creator/undefined) [@mathlonning](/creator/undefined) [@adquant](/creator/undefined) [@felix39990211](/creator/undefined) [@applovin](/creator/undefined) [@globalcollapse](/creator/undefined) [@ad_quant](/creator/undefined) [@lovinapplovin](/creator/undefined) [@akramsrazor](/creator/undefined) [@cebkcebkcebk](/creator/undefined) [@fredsoda](/creator/undefined) [@jason](/creator/undefined) [@claudeai](/creator/undefined) [@rubicon59](/creator/undefined) [@defaultfriend](/creator/undefined) [@mehtapraful123](/creator/undefined) [@mbromberg](/creator/undefined) [@dogballscapital](/creator/undefined) [@econisafarce](/creator/undefined) [@holysmokas](/creator/undefined) **Top assets mentioned** [AppLovin Corporation (APP)](/topic/$app) [Unity Software Inc. (U)](/topic/$u) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/tesla) [Costco Wholesale Corporation (COST)](/topic/costco) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) ### Top Social Posts Top posts by engagements in the last [--] hours "$APP dont think theres gonna be a bottom until earnings. Too many funds who rode this on the way up scrambling to exit a business they dont fully understand and with the existential threat of AI looming. Cant really blame them. Company has done a horrible job of publicity" [X Link](https://x.com/anyuser/status/2019500131888812467) 2026-02-05T19:55Z [---] followers, [----] engagements "$APP its funny that her victory laps always mark the exact bottom for this stock" [X Link](https://x.com/anyuser/status/2022329015391158727) 2026-02-13T15:16Z [---] followers, [---] engagements "@Ad_Quant Disagree that its noise. Im a fellow $app bull but meta and goog are behemoths that sometimes neglect entire segments because theyre below the line. APP is a 200b company now and the big guys are forced to pay attention. They are serious threats if they refocus to here" [X Link](https://x.com/roanokecap/status/2017340402404032618) 2026-01-30T20:53Z [---] followers, [---] engagements "$APP $U and many others. Truth is the market doesnt know what it wants or what its trading. Efficient markets dont move a single security up and down and up and down 15% in a month. Wait for earnings with confidence if you trust the management team. Derisk if you dont" [X Link](https://x.com/roanokecap/status/2017382496250245180) 2026-01-30T23:40Z [---] followers, [----] engagements "$APP can be very discouraging holding this stock on certain timeframes but there are few CEOs that Id prefer over Adam with stewardship of a company Im invested in. He could do a bit more to market the company but as an executive his vision and execution are unmatched. For years Axon has powered growth for some of the worlds most performance-driven brands. We've grown so quickly over the past few years but we realized we haven't discussed our platform and its ongoing improvements much. The only companies that truly know how great our For years Axon has powered growth for some of the worlds" [X Link](https://x.com/roanokecap/status/2018392310258536590) 2026-02-02T18:33Z [---] followers, [---] engagements "$APP Went from AI darling to existentially threatened according to the market all in the course of six months. Just shows you how little these funds understand new technologies or the companies they invest in" [X Link](https://x.com/roanokecap/status/2018705006556246289) 2026-02-03T15:15Z [---] followers, [----] engagements "$APP Not a given but if it can pass regulatory muster buying $U at this price seems like a sure thing. Theyve made do without it but controlling the game engine for vast majority of market would be huge not to mention consolidating mediation" [X Link](https://x.com/roanokecap/status/2018713434515255379) 2026-02-03T15:49Z [---] followers, [---] engagements "$APP Has to be repeated. Market does not understand deep technologies. Momentum is the only thing that matters now until it doesnt. Conviction is true edge against a hysterical market if you can keep your wits about you. $APP Went from AI darling to existentially threatened according to the market all in the course of six months. Just shows you how little these funds understand new technologies or the companies they invest in. $APP Went from AI darling to existentially threatened according to the market all in the course of six months. Just shows you how little these funds understand new" [X Link](https://x.com/roanokecap/status/2019057965655818285) 2026-02-04T14:38Z [---] followers, [----] engagements "@akramsrazor Agree. Also marketing his own company. Turns into a hermit between calls. Youre a [---] billion dollar company for gods sake" [X Link](https://x.com/roanokecap/status/2019070219486957842) 2026-02-04T15:27Z [---] followers, [---] engagements "$APP MS reiterates buy $800 $APP MS NOTE https://t.co/MKLRPmu89F $APP MS NOTE https://t.co/MKLRPmu89F" [X Link](https://x.com/roanokecap/status/2019146641136316507) 2026-02-04T20:30Z [---] followers, [----] engagements "@CEBKCEBKCEBK The way I read it is the behemoths themselves may not be secure from the monster theyre creating" [X Link](https://x.com/roanokecap/status/2019621942446219369) 2026-02-06T03:59Z [--] followers, [---] engagements "@fredsoda These people are either r3tarded or so disturbed by the idea of more brown faces among them that theyve come to the conclusion somehow that more brown faces mean the country turns into the third world. Its a strictly racist and also demented point of view" [X Link](https://x.com/roanokecap/status/2019960993015799991) 2026-02-07T02:26Z [--] followers, [--] engagements "@Jason @claudeai Bc most families are getting a good deal of financial assistance at the top schools even uppermid class. College shouldnt be reduced to a comparison against investing in an index fund. Its supposed to educate/mature you though I know thats a romantic naive ideal to you lot" [X Link](https://x.com/roanokecap/status/2020964653321605552) 2026-02-09T20:54Z [---] followers, [---] engagements "@felix39990211 @mathlonning Yeah but that wouldnt be as funny" [X Link](https://x.com/roanokecap/status/2021388301567967261) 2026-02-11T00:58Z [---] followers, [--] engagements "$APP Obviously margins will be under pressure in the future and there are other serious threats but the market is reacting like these are all manifesting literally today lol. Im gonna choose to trust the CEO that took his stock from [--] to [---] and continues executing flawlessly" [X Link](https://x.com/roanokecap/status/2022003440625520943) 2026-02-12T17:42Z [---] followers, [--] engagements "@rubicon59 Love how convinced you are. A lot of us are wondering why Mr. Market seems to despise the stock right now" [X Link](https://x.com/roanokecap/status/2022170097432109454) 2026-02-13T04:44Z [---] followers, [---] engagements "$APP acquisition of $U is basically a requirement at this point. Consolidate mediation and nip any competition in the bud by controlling the creative environment" [X Link](https://x.com/anyuser/status/2019510861262647788) 2026-02-05T20:38Z [---] followers, [----] engagements "Overreaction to think there should be emergency congressional hearings on the impact of AI on employment" [X Link](https://x.com/roanokecap/status/2019621227183124842) 2026-02-06T03:56Z [---] followers, [--] engagements "This woman is envisioning the smell of curry and kimchi on every street corner while anyone thats familiar with Asians at elite institutions know they are some of the WASPiest people on earth. The elitism is a much more salient character trait at these schools than race. @default_friend You seem like a good faith debater so let me ask a simple question. Do you think an increasingly Asian elite will have no cultural effects Or do you think there will be cultural effects theyll just be mostly good Many Americans assume either that Asians assimilate well so we @default_friend You seem like a" [X Link](https://x.com/roanokecap/status/2019957906511393134) 2026-02-07T02:14Z [---] followers, [---] engagements "$APP On Applovin Ecommerce Ads $APP. (From Ecommerce Playbook podcast [--] weeks ago.) ** "So a couple things number one: it turned out to be the third the third largest investment out of all the channels that we that we run for our clients over that period Black Friday which is On Applovin Ecommerce Ads $APP. (From Ecommerce Playbook podcast [--] weeks ago.) ** "So a couple things number one: it turned out to be the third the third largest investment out of all the channels that we that we run for our clients over that period Black Friday which is" [X Link](https://x.com/roanokecap/status/2020348463876116905) 2026-02-08T04:06Z [---] followers, [---] engagements "$APP Get in front of a moving train if you dare" [X Link](https://x.com/roanokecap/status/2021703162743169449) 2026-02-11T21:49Z [---] followers, [---] engagements "$APP lowkey best CEO in the valley $APP Now that brings me to what we control performance and culture. Our performance our business is executing extremely well. We continue to grow very quickly despite the numbers getting much bigger. We delivered strong growth in Q4. And despite typical seasonality where Q1 $APP Now that brings me to what we control performance and culture. Our performance our business is executing extremely well. We continue to grow very quickly despite the numbers getting much bigger. We delivered strong growth in Q4. And despite typical seasonality where Q1" [X Link](https://x.com/roanokecap/status/2021755668340896120) 2026-02-12T01:18Z [---] followers, [----] engagements "$APP this reaction totally divorced from any reality. Great business great team" [X Link](https://x.com/anyuser/status/2021961144785875366) 2026-02-12T14:54Z [---] followers, [---] engagements "$APP not saying the pain is over but glad to see a local bottom. That said were all trying to navigate through the fog of AI and think Adam and this team will be on the winning side. Business as healthy as ever. Dont need to overthink it" [X Link](https://x.com/anyuser/status/2022334861298848133) 2026-02-13T15:39Z [---] followers, [----] engagements "Ironically extremely bullish signal for $APP I don't know who needs to hear this but applovin is a scam. In app ads are the most dogshit of dogshit ad inventory on the internet. Some random ass company did not crack some secret code to somehow make them as good as Meta ads. Nobody is interrupting their candy crush level I don't know who needs to hear this but applovin is a scam. In app ads are the most dogshit of dogshit ad inventory on the internet. Some random ass company did not crack some secret code to somehow make them as good as Meta ads. Nobody is interrupting their candy crush level" [X Link](https://x.com/roanokecap/status/2022391924003594703) 2026-02-13T19:26Z [---] followers, [---] engagements "Im so confused by the frequent accusations of fraud by some people in Ecom. Maybe just run a holdout/incrementality test Never in any other industry have I seen such vitriol directed towards a company trying to disrupt a monopoly that currently has everyone by the balls. $APP" [X Link](https://x.com/roanokecap/status/2022469354848206956) 2026-02-14T00:34Z [---] followers, [---] engagements "@mehtapraful123 @AppLovin @MBromberg Think the stock movements indicate app is eating us market share bit by bit without having to acquire. Also would never pass antitrust for the biggest player to consume its only remaining competitor" [X Link](https://x.com/roanokecap/status/2022483405158384071) 2026-02-14T01:29Z [---] followers, [---] engagements "Think the takeaway here is that if $APP wants to really win over Ecom operators it has to do a much better job of educating and evangelizing to them. Not the first time someone who has no idea how they work has called them a fraud but that word is really sticky. I don't know who needs to hear this but applovin is a scam. In app ads are the most dogshit of dogshit ad inventory on the internet. Some random ass company did not crack some secret code to somehow make them as good as Meta ads. Nobody is interrupting their candy crush level I don't know who needs to hear this but applovin is a scam." [X Link](https://x.com/roanokecap/status/2022521325668176051) 2026-02-14T04:00Z [---] followers, [---] engagements "Starting to root against all AI companies. Humanism aside the arrogance is becoming unbearable. Anthropic needs a CFO ASAP This is possibly the dumbest most incoherent rambling I have heard in a while. 1) hes already spending more than his revenue. That can continue if his business is growing 2) hes not going to have $1tn in revenue 3) if he did have that much Anthropic needs a CFO ASAP This is possibly the dumbest most incoherent rambling I have heard in a while. 1) hes already spending more than his revenue. That can continue if his business is growing 2) hes not going to have $1tn in" [X Link](https://x.com/roanokecap/status/2022522224671166875) 2026-02-14T04:04Z [---] followers, [--] engagements "I think a better word is humanity but unfortunately the slow trickle of AI into our individual lives will make us feel like theres some great benefit when actually its extremely marginal. And in the meantime well become as antisocial as ever. AI will be largely rejected by people in the end AI will be largely rejected by people in the end" [X Link](https://x.com/roanokecap/status/2022523827440218341) 2026-02-14T04:10Z [---] followers, [--] engagements "@dogballscapital Somehow the system has decided that short sellers are allowed to run riot without an iota of accountability" [X Link](https://x.com/econisafarce/status/1980274570318799158) 2025-10-20T14:07Z [--] followers, [--] engagements "$APP No bud I want you to be an honest actor in a market that has stridently rejected your claims as evidenced by the stock price since your first reports in February. Crazy that I once believed activist investing and journalism were aspirational careers. @econisafarce You want a short seller to update you that the stock is up CNBC would do a far better job of that friend. @econisafarce You want a short seller to update you that the stock is up CNBC would do a far better job of that friend" [X Link](https://x.com/econisafarce/status/1980280390624362820) 2025-10-20T14:30Z [--] followers, [---] engagements "$APP The issue is not that the stock won't recover. It absolutely will because the team is exceptional and they've barely penetrated the TAM. The issue is that short sellers can repeatedly target stocks with recycled claims make a ton of money and never be held accountable" [X Link](https://x.com/econisafarce/status/1980290087255441552) 2025-10-20T15:08Z [--] followers, [----] engagements "$APP Looking good for tomorrow" [X Link](https://x.com/econisafarce/status/1981183012189651020) 2025-10-23T02:16Z [--] followers, [---] engagements "$APP We're now well above last Friday's closing price. Coming next Monday before market open an expos from NYpost and Bloomberg on the Iranian founder the Russian CTO the Chinese head of engineering and the axis of evil subverting our advertising industry from within. $APP The issue is not that the stock won't recover. It absolutely will because the team is exceptional and they've barely penetrated the TAM. The issue is that short sellers can repeatedly target stocks with recycled claims make a ton of money and never be held accountable. $APP The issue is not that the stock won't recover. It" [X Link](https://x.com/econisafarce/status/1981723396049158372) 2025-10-24T14:04Z [--] followers, [----] engagements "@GlobalCollapse With you 100%. The old guard is so hysterical about him they've turned to Cuomo as the last resort a guy they attacked relentlessly since COVID for killing a lot of older people. Think it's bigger than the 2%. Feels like old vs new in various ways. The islamophobia is disgusting" [X Link](https://x.com/econisafarce/status/1983360840570150945) 2025-10-29T02:30Z [--] followers, [--] engagements "$META Hardware wins software loses wrt to AI in this market. Market saying it doesn't believe in AI winners except for chip makers. AI as a revolution is a fantasy" [X Link](https://x.com/econisafarce/status/1983645896215818389) 2025-10-29T21:23Z [--] followers, [---] engagements "$APP From linkedin today. Bullish af" [X Link](https://x.com/econisafarce/status/1983743367319318562) 2025-10-30T03:50Z [--] followers, [----] engagements "@HolySmokas No one should take these clowns seriously unless they post screenshots of their positions. And no I dont care about Tesla or palantir or any other company you named" [X Link](https://x.com/econisafarce/status/1983748444004217300) 2025-10-30T04:10Z [--] followers, [--] engagements "@MLFootball im sure everyone knows this deep down but mike is a good maybe great coach with a truly terrible quarterback. ive been a tua fan since he threw that td to smith at alabama but he's awful. mike will be a head coach if miami fires him. everybody needs a break right now though" [X Link](https://x.com/econisafarce/status/1984111212641317196) 2025-10-31T04:12Z [--] followers, [---] engagements "@3Plantey2 @Nietschecapital Just found this https://polymarket.com/event/app-quarterly-earnings-gaap-eps-11-05-2025-2pt39tid=1761945110244 https://polymarket.com/event/app-quarterly-earnings-gaap-eps-11-05-2025-2pt39tid=1761945110244" [X Link](https://x.com/econisafarce/status/1984367874241392871) 2025-10-31T21:12Z [--] followers, [--] engagements "$APP earnings market on pm https://polymarket.com/event/app-quarterly-earnings-gaap-eps-11-05-2025-2pt39tid=1761946288476 https://polymarket.com/event/app-quarterly-earnings-gaap-eps-11-05-2025-2pt39tid=1761946288476" [X Link](https://x.com/econisafarce/status/1984372805387870270) 2025-10-31T21:31Z [--] followers, [---] engagements "@DMRussini Mike is the only saving grace of this franchise. Tua and Grier have been the problem. One down one to go if Ross wants to revive his team" [X Link](https://x.com/econisafarce/status/1984668417631113321) 2025-11-01T17:06Z [--] followers, [---] engagements "Puka Nacua back on the sidelines (actually tho)" [X Link](https://x.com/econisafarce/status/1985125856126140466) 2025-11-02T23:24Z [--] followers, [----] engagements "@Gramercy_Goblin thats costco meat buddy" [X Link](https://x.com/econisafarce/status/1985201370492715083) 2025-11-03T04:24Z [--] followers, [---] engagements "@savetheuws No he'll continue to be beloved by New Yorkers regardless of his politics. He's a real New Yorker unlike the thousands of bot accounts like this one on X that try to promulgate misinformation. FYOURSELF" [X Link](https://x.com/econisafarce/status/1985837146930884861) 2025-11-04T22:30Z [--] followers, [--] engagements "@Ad_Quant @Nietschecapital For sure agree. We've been through the gauntlet with the stock. Adam and team have shown they can navigate any situation. Hoping for green tomorrow but either way we look to the long term" [X Link](https://x.com/econisafarce/status/1985848020135559613) 2025-11-04T23:13Z [--] followers, [--] engagements "Didn't listen to the $U call but anyone that did have any tidbits about $APP" [X Link](https://x.com/econisafarce/status/1986109854155505771) 2025-11-05T16:34Z [--] followers, [---] engagements "@GlobalCollapse i love the complete divergence of expected outcomes for $APP on X today. Some expect -13% others think it's going to $750. One thing is for sure never a dull day with this stock" [X Link](https://x.com/econisafarce/status/1986140256228266203) 2025-11-05T18:35Z [--] followers, [---] engagements "$APP Gotta think the action in the last [--] minutes was options related but wow what a ride" [X Link](https://x.com/econisafarce/status/1986902692321763362) 2025-11-07T21:04Z [--] followers, [---] engagements "$APP Is there news coming or wtf man" [X Link](https://x.com/econisafarce/status/1988257599892963778) 2025-11-11T14:48Z [--] followers, [---] engagements "$APP Looks like terrible movement but if you look at the weeklies for other growth names it looks like app might just be catching up (down) wth the poor performance of growth since earnings. Basically flat for the month. Must be said though extremely jarring to own this stock" [X Link](https://x.com/econisafarce/status/1988292329162285197) 2025-11-11T17:06Z [--] followers, [---] engagements "@AustinsStocks Great quote and absolutuely true. I will say though the one thing Adam could do a lot better in is publicizing himself and the company. It is so easy to spread FUD when a lot of folks don't understand the biz and/or the leadership" [X Link](https://x.com/econisafarce/status/1988296781319618629) 2025-11-11T17:24Z [--] followers, [--] engagements "@davey_juice no better gift for a growth investor than factor rotation" [X Link](https://x.com/econisafarce/status/1988988306562973945) 2025-11-13T15:12Z [--] followers, [--] engagements "@TomEhikian @foliotrail buddy why are you so angry lol" [X Link](https://x.com/econisafarce/status/1990440912120381575) 2025-11-17T15:24Z [--] followers, [--] engagements "@DeNebulord all about nvda tomorrow" [X Link](https://x.com/econisafarce/status/1990892569023193430) 2025-11-18T21:19Z [--] followers, [--] engagements "Cannot be overstated how much those short reports still loom over $APP to this day" [X Link](https://x.com/econisafarce/status/1990899548621783489) 2025-11-18T21:46Z [--] followers, [---] engagements "$APP gamechanger We are so back @AppLovin just released their prospecting audience strategy. For any brands that have struggled to increase their new customer performance from Applovin you need to switch over to this setting immediately https://t.co/4Kxs3GTd4Q We are so back @AppLovin just released their prospecting audience strategy. For any brands that have struggled to increase their new customer performance from Applovin you need to switch over to this setting immediately https://t.co/4Kxs3GTd4Q" [X Link](https://x.com/econisafarce/status/1990973490787450998) 2025-11-19T02:40Z [--] followers, [---] engagements "@Nietschecapital sad truth is $app won't starting moving higher until there's a serious postiive catalyst. don't think nvda blowout earnings does it at all even if the market goes up. still too much overhang from shorts and sec" [X Link](https://x.com/econisafarce/status/1991206237275328907) 2025-11-19T18:05Z [--] followers, [---] engagements "@Ad_Quant @Nietschecapital Bro cares so much more about running a well-oiled company than pumping his stock and it's very upsetting" [X Link](https://x.com/econisafarce/status/1991223382675791915) 2025-11-19T19:13Z [--] followers, [---] engagements "Basically $APP will follow $NVDA wherever she may go" [X Link](https://x.com/econisafarce/status/1991534621331451908) 2025-11-20T15:50Z [--] followers, [--] engagements "@DeItaone bitcoin wont become anything more than a speculative asset because the men with guns dont want it to and its as simple as that" [X Link](https://x.com/econisafarce/status/1991543724581744656) 2025-11-20T16:26Z [--] followers, [--] engagements "@FirstTake @CameronNewton Imagine if it was Shedeur instead of Drake Maye doing these things lol" [X Link](https://x.com/econisafarce/status/1991560205314977858) 2025-11-20T17:32Z [--] followers, [--] engagements "$APP Very big deal that budget share is holding steady and feels like there could be a massive inflection over the holidays. Also think that new customer prospecitng will be a major catalyst yet to be recognized by the market. Applovin budget share ramping up as we enter the holiday season check next week to confirm uptrend. https://t.co/DR5YvHzj0N Applovin budget share ramping up as we enter the holiday season check next week to confirm uptrend. https://t.co/DR5YvHzj0N" [X Link](https://x.com/econisafarce/status/1991573403460059562) 2025-11-20T18:24Z [--] followers, [---] engagements "If you're high blood pressure - curious just invest in $APP" [X Link](https://x.com/econisafarce/status/1991976046904946986) 2025-11-21T21:04Z [--] followers, [---] engagements "$APP Applovin really starting to cook now" [X Link](https://x.com/econisafarce/status/1993761785518645443) 2025-11-26T19:20Z [--] followers, [----] engagements "$APP @kalamerii @zachmstuck yeah I just saw an internal stat that as a % App is hitting our clients incrementality efficiency targets more than any other channel right now @kalamerii @zachmstuck yeah I just saw an internal stat that as a % App is hitting our clients incrementality efficiency targets more than any other channel right now" [X Link](https://x.com/econisafarce/status/1994397698502561989) 2025-11-28T13:27Z [--] followers, [----] engagements "$APP Adam speaking tomorrow at 12:55 EST. Webcast available on applovin website AppLovin to Participate at the UBS Global Technology and AI Conference https://t.co/CMFIlwi1Wt https://t.co/uypC7Pa9lj AppLovin to Participate at the UBS Global Technology and AI Conference https://t.co/CMFIlwi1Wt https://t.co/uypC7Pa9lj" [X Link](https://x.com/econisafarce/status/1995536872198881634) 2025-12-01T16:54Z [--] followers, [----] engagements "@LovinAppLovin @mathlonning Purely speculation based on the black friday feedback on X and the fact they've decided to participate in a public fireside tomorrow. Tomorrow will give a much better sense I think" [X Link](https://x.com/econisafarce/status/1995544451771494803) 2025-12-01T17:24Z [--] followers, [--] engagements "@Nietschecapital yeah i dont know enough about tehcnicals to know if this move was somehow foretold.but something tells me there's some proprietary data about ecom/black friday making the fund rounds today" [X Link](https://x.com/econisafarce/status/1995877347166224448) 2025-12-02T15:26Z [--] followers, [--] engagements "$APP The funny thing is their ecom platform is still not fully open. That comes q1/q2 [----]. @LovinAppLovin Citi released positve $APP ecom checks today. 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. The firm notes Axon adoption is up 26% since @LovinAppLovin Citi released positve $APP ecom checks today. 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" [X Link](https://x.com/econisafarce/status/1995894728890433696) 2025-12-02T16:35Z [--] followers, [---] engagements "@mathlonning In all seriousness $APP's edge is that they don't care at all what you or I or anyone thinks about their business. They simply execute" [X Link](https://x.com/econisafarce/status/1996734595585454560) 2025-12-05T00:13Z [--] followers, [---] engagements "$APP [--]. AppLovin hits 10% Wallet Share (Service is the Moat). For a decade the "Duopoly" (Meta/Google) ignored small brands because they could. They are too big to care. Their customer service is a endless complain on X. In this area AppLovin is currently eating their lunch with [--]. AppLovin hits 10% Wallet Share (Service is the Moat). For a decade the "Duopoly" (Meta/Google) ignored small brands because they could. They are too big to care. Their customer service is a endless complain on X. In this area AppLovin is currently eating their lunch with" [X Link](https://x.com/econisafarce/status/2005688156784582679) 2025-12-29T17:11Z [--] followers, [---] engagements "$app lol here we go again. Whens the short dropping" [X Link](https://x.com/econisafarce/status/2009257857464619452) 2026-01-08T13:36Z [--] followers, [---] engagements "@Nietschecapital Both u and app are dumping hard. Maybe something industry specific Apple" [X Link](https://x.com/econisafarce/status/2011459874014503031) 2026-01-14T15:26Z [--] followers, [---] engagements "$app anyone have access to this Oxford data supposedly driving the decline today $app down 11% due to Oxford data predicting a miss. so now we are listening to some no name data source over Adam who has never missed $app down 11% due to Oxford data predicting a miss. so now we are listening to some no name data source over Adam who has never missed" [X Link](https://x.com/econisafarce/status/2011498582440878248) 2026-01-14T18:00Z [--] followers, [---] engagements "We still have basically no idea why $APP is down [--] percent today lol" [X Link](https://x.com/econisafarce/status/2011514112950616562) 2026-01-14T19:01Z [--] followers, [---] engagements "$APP If you're wondering why it had a little bit of a dump just now it's because some Northbeam data came out that was just ok. I think that misleading signals driving funds to start q1 are actually gonna end up being incredible buying opportunities" [X Link](https://x.com/econisafarce/status/2011870385277452431) 2026-01-15T18:37Z [--] followers, [---] engagements "@Burnlistnotice This isnt a move based on fundamentals unless theres some super secret proprietary data that only hedges are privy to. Analysts have been upgrading all week. Definitely a short front running their report" [X Link](https://x.com/econisafarce/status/2012224384325288122) 2026-01-16T18:04Z [--] followers, [--] engagements "@ChristofidesPj @AppLovin Do you happen to have access to the Oxford data or its conclusions Thx" [X Link](https://x.com/econisafarce/status/2012252958646280641) 2026-01-16T19:57Z [--] followers, [---] engagements "$APP 😂 I dont know whether to be relieved or discouraged. Thought there was gonna be something much more substantial in this report. At least we know now that the drop had nothing to do with this. Probably the AI narrative unwinding a bit. Explosive Report Accusing $APP AppLovin Corporation of Laundering Money for Southeast Asia Gambling Group: --A 36-page in-depth investigative report uncovering the source of capital and the complicated money-laundering scheme; --It pinpoints the mastermind behind all of these https://t.co/to8rFYPuOe Explosive Report Accusing $APP AppLovin Corporation of" [X Link](https://x.com/econisafarce/status/2013373557812732331) 2026-01-19T22:10Z [--] followers, [---] engagements "$APP At this point Id believe that app management themselves are circulating these short reports to buyback shares for cheap" [X Link](https://x.com/econisafarce/status/2013624473090462163) 2026-01-20T14:47Z [--] followers, [----] engagements "$APP Here we go again 😂" [X Link](https://x.com/econisafarce/status/2013939829881373008) 2026-01-21T11:40Z [--] followers, [---] engagements "@GlobalCollapse Yep its actually great to be getting rid of momentum free riders" [X Link](https://x.com/econisafarce/status/2014072038382620837) 2026-01-21T20:26Z [--] followers, [---] engagements "@roger1006g @AppLovin Brother they are in a quiet period. They literally cannot comment on essentially anything. Thats why the shorts always drop during this period" [X Link](https://x.com/econisafarce/status/2014023790196338762) 2026-01-21T17:14Z [--] followers, [---] engagements "@CapitalwatchNow @lolavkm @CNBC lol you guys really need to get your legal team in order instead of releasing vacuous press releases. Hammer is dropping buddy" [X Link](https://x.com/econisafarce/status/2016388043184144557) 2026-01-28T05:49Z [--] followers, [---] engagements "This is called a bailout. No better shorts than SoftBank and MSFT so long as they keep bankrolling oai to the grave. $msft *NVIDIA MICROSOFT AND AMAZON IN TALKS TO INVEST AN ADDITIONAL $60 BILLION INTO OPENAI AT $730 BILLION PRE-MONEY VALUATION $NVDA $MSFT $AMZN *NVIDIA MICROSOFT AND AMAZON IN TALKS TO INVEST AN ADDITIONAL $60 BILLION INTO OPENAI AT $730 BILLION PRE-MONEY VALUATION $NVDA $MSFT $AMZN" [X Link](https://x.com/roanokecap/status/2016731209309577711) 2026-01-29T04:32Z [--] followers, [---] engagements "$APP is crashing because meta is back in in app ads not because of Gemini" [X Link](https://x.com/roanokecap/status/2017271161453756859) 2026-01-30T16:18Z [--] followers, [----] engagements "@DavidWeinetayg $APP Per the post they were bidding on a small segment of the total inventory and in recent days have ramped up to many multiples of that. The comments confirm that action across many publishers" [X Link](https://x.com/roanokecap/status/2017273507051123050) 2026-01-30T16:27Z [--] followers, [---] engagements "Yep will eventually eat into $APP margins but the threat may be farther down the road than the market is pricing in. Unity liftoff smaller players probably first to fall. APP has a defensible moat even against a redoubtable threat like $meta. If this is true $META still doesn't have the Gaming presence to be a competing marketplace for ads. However they could impact $APP margins if they are able to become more prominent. So are they launching a competing bidding engine If this is true $META still doesn't have the Gaming presence to be a competing marketplace for ads. However they could impact" [X Link](https://x.com/roanokecap/status/2017286848737866198) 2026-01-30T17:20Z [--] followers, [----] engagements "@dnw_stock Hope it works out. Im an $APP bull. Ruthless and visionary executive team thats been able to carve out a local sphere of dominance. But in this case we might have David vs two Goliaths and might not play out too nicely" [X Link](https://x.com/roanokecap/status/2017339646968004650) 2026-01-30T20:50Z [--] followers, [---] engagements "@Ad_Quant Agree completely and to be clear I think today is completely overcooked and am very long $APP. META has been signaling a renewed effort in the space for a while and Im sure $APP is well aware of that. Hope theyre ready" [X Link](https://x.com/roanokecap/status/2017344797485285617) 2026-01-30T21:10Z [--] followers, [---] engagements "$APP Not reflexively a buy here if $meta and $goog are mobilizing to incur into in app ads. Stock probably takes a further haircut before earnings in a week and a half" [X Link](https://x.com/roanokecap/status/2017335228117766158) 2026-01-30T20:32Z [--] followers, [----] engagements "$APP Just expand the buyback program on Monday. 👈🏾" [X Link](https://x.com/roanokecap/status/2017347902964658484) 2026-01-30T21:23Z [--] followers, [----] engagements "@MF_Camillus @tickerplus Yeah. Also monitoring the situation is literally scrolling LinkedIn for mentions of applovin and meta" [X Link](https://x.com/roanokecap/status/2018393249195401332) 2026-02-02T18:37Z [--] followers, [---] engagements "$APP Needs to acquire $U control the game engine and insulate against a disruptive to the marketplace system" [X Link](https://x.com/roanokecap/status/2019072637608071266) 2026-02-04T15:36Z [--] followers, [---] engagements "$APP These two things are completely independent. These two things are completely independent" [X Link](https://x.com/roanokecap/status/2019124720613093509) 2026-02-04T19:03Z [--] followers, [---] engagements "@mathlonning The price targets are worthless. They might as well pick numbers at random. If you can revise from [---] to [---] why would anyone trust your estimates ever again Earnings will be the tell all" [X Link](https://x.com/roanokecap/status/2019496930888253476) 2026-02-05T19:42Z [--] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@roanokecap Roanoke Cap
Roanoke Cap posts on X about $app, applovin, ai, app the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -14%
- [--] Month [------] +1,308%
- [--] Months [------] +4,038%
- [--] Year [------] +855%
Mentions: [--] #
- [--] Month [--] +17%
- [--] Months [--] +814%
- [--] Year [--] +223%
Followers: [---] #
- [--] Week [---] +6.10%
- [--] Month [---] +76%
- [--] Months [---] +235%
- [--] Year [---] +550%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 67% finance 17% technology brands 14% social networks 2% cryptocurrencies 2% automotive brands 1% celebrities 1% musicians 1%
Social topic influence $app #52, applovin #58, ai 10%, app 10%, meta 9%, business 6%, in the 6%, market 5%, $u 4%, if you 4%
Top accounts mentioned or mentioned by @nietschecapital @mathlonning @adquant @felix39990211 @applovin @globalcollapse @ad_quant @lovinapplovin @akramsrazor @cebkcebkcebk @fredsoda @jason @claudeai @rubicon59 @defaultfriend @mehtapraful123 @mbromberg @dogballscapital @econisafarce @holysmokas
Top assets mentioned AppLovin Corporation (APP) Unity Software Inc. (U) Metadium (META) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Costco Wholesale Corporation (COST) Bitcoin (BTC) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"$APP dont think theres gonna be a bottom until earnings. Too many funds who rode this on the way up scrambling to exit a business they dont fully understand and with the existential threat of AI looming. Cant really blame them. Company has done a horrible job of publicity"
X Link 2026-02-05T19:55Z [---] followers, [----] engagements
"$APP its funny that her victory laps always mark the exact bottom for this stock"
X Link 2026-02-13T15:16Z [---] followers, [---] engagements
"@Ad_Quant Disagree that its noise. Im a fellow $app bull but meta and goog are behemoths that sometimes neglect entire segments because theyre below the line. APP is a 200b company now and the big guys are forced to pay attention. They are serious threats if they refocus to here"
X Link 2026-01-30T20:53Z [---] followers, [---] engagements
"$APP $U and many others. Truth is the market doesnt know what it wants or what its trading. Efficient markets dont move a single security up and down and up and down 15% in a month. Wait for earnings with confidence if you trust the management team. Derisk if you dont"
X Link 2026-01-30T23:40Z [---] followers, [----] engagements
"$APP can be very discouraging holding this stock on certain timeframes but there are few CEOs that Id prefer over Adam with stewardship of a company Im invested in. He could do a bit more to market the company but as an executive his vision and execution are unmatched. For years Axon has powered growth for some of the worlds most performance-driven brands. We've grown so quickly over the past few years but we realized we haven't discussed our platform and its ongoing improvements much. The only companies that truly know how great our For years Axon has powered growth for some of the worlds"
X Link 2026-02-02T18:33Z [---] followers, [---] engagements
"$APP Went from AI darling to existentially threatened according to the market all in the course of six months. Just shows you how little these funds understand new technologies or the companies they invest in"
X Link 2026-02-03T15:15Z [---] followers, [----] engagements
"$APP Not a given but if it can pass regulatory muster buying $U at this price seems like a sure thing. Theyve made do without it but controlling the game engine for vast majority of market would be huge not to mention consolidating mediation"
X Link 2026-02-03T15:49Z [---] followers, [---] engagements
"$APP Has to be repeated. Market does not understand deep technologies. Momentum is the only thing that matters now until it doesnt. Conviction is true edge against a hysterical market if you can keep your wits about you. $APP Went from AI darling to existentially threatened according to the market all in the course of six months. Just shows you how little these funds understand new technologies or the companies they invest in. $APP Went from AI darling to existentially threatened according to the market all in the course of six months. Just shows you how little these funds understand new"
X Link 2026-02-04T14:38Z [---] followers, [----] engagements
"@akramsrazor Agree. Also marketing his own company. Turns into a hermit between calls. Youre a [---] billion dollar company for gods sake"
X Link 2026-02-04T15:27Z [---] followers, [---] engagements
"$APP MS reiterates buy $800 $APP MS NOTE https://t.co/MKLRPmu89F $APP MS NOTE https://t.co/MKLRPmu89F"
X Link 2026-02-04T20:30Z [---] followers, [----] engagements
"@CEBKCEBKCEBK The way I read it is the behemoths themselves may not be secure from the monster theyre creating"
X Link 2026-02-06T03:59Z [--] followers, [---] engagements
"@fredsoda These people are either r3tarded or so disturbed by the idea of more brown faces among them that theyve come to the conclusion somehow that more brown faces mean the country turns into the third world. Its a strictly racist and also demented point of view"
X Link 2026-02-07T02:26Z [--] followers, [--] engagements
"@Jason @claudeai Bc most families are getting a good deal of financial assistance at the top schools even uppermid class. College shouldnt be reduced to a comparison against investing in an index fund. Its supposed to educate/mature you though I know thats a romantic naive ideal to you lot"
X Link 2026-02-09T20:54Z [---] followers, [---] engagements
"@felix39990211 @mathlonning Yeah but that wouldnt be as funny"
X Link 2026-02-11T00:58Z [---] followers, [--] engagements
"$APP Obviously margins will be under pressure in the future and there are other serious threats but the market is reacting like these are all manifesting literally today lol. Im gonna choose to trust the CEO that took his stock from [--] to [---] and continues executing flawlessly"
X Link 2026-02-12T17:42Z [---] followers, [--] engagements
"@rubicon59 Love how convinced you are. A lot of us are wondering why Mr. Market seems to despise the stock right now"
X Link 2026-02-13T04:44Z [---] followers, [---] engagements
"$APP acquisition of $U is basically a requirement at this point. Consolidate mediation and nip any competition in the bud by controlling the creative environment"
X Link 2026-02-05T20:38Z [---] followers, [----] engagements
"Overreaction to think there should be emergency congressional hearings on the impact of AI on employment"
X Link 2026-02-06T03:56Z [---] followers, [--] engagements
"This woman is envisioning the smell of curry and kimchi on every street corner while anyone thats familiar with Asians at elite institutions know they are some of the WASPiest people on earth. The elitism is a much more salient character trait at these schools than race. @default_friend You seem like a good faith debater so let me ask a simple question. Do you think an increasingly Asian elite will have no cultural effects Or do you think there will be cultural effects theyll just be mostly good Many Americans assume either that Asians assimilate well so we @default_friend You seem like a"
X Link 2026-02-07T02:14Z [---] followers, [---] engagements
"$APP On Applovin Ecommerce Ads $APP. (From Ecommerce Playbook podcast [--] weeks ago.) ** "So a couple things number one: it turned out to be the third the third largest investment out of all the channels that we that we run for our clients over that period Black Friday which is On Applovin Ecommerce Ads $APP. (From Ecommerce Playbook podcast [--] weeks ago.) ** "So a couple things number one: it turned out to be the third the third largest investment out of all the channels that we that we run for our clients over that period Black Friday which is"
X Link 2026-02-08T04:06Z [---] followers, [---] engagements
"$APP Get in front of a moving train if you dare"
X Link 2026-02-11T21:49Z [---] followers, [---] engagements
"$APP lowkey best CEO in the valley $APP Now that brings me to what we control performance and culture. Our performance our business is executing extremely well. We continue to grow very quickly despite the numbers getting much bigger. We delivered strong growth in Q4. And despite typical seasonality where Q1 $APP Now that brings me to what we control performance and culture. Our performance our business is executing extremely well. We continue to grow very quickly despite the numbers getting much bigger. We delivered strong growth in Q4. And despite typical seasonality where Q1"
X Link 2026-02-12T01:18Z [---] followers, [----] engagements
"$APP this reaction totally divorced from any reality. Great business great team"
X Link 2026-02-12T14:54Z [---] followers, [---] engagements
"$APP not saying the pain is over but glad to see a local bottom. That said were all trying to navigate through the fog of AI and think Adam and this team will be on the winning side. Business as healthy as ever. Dont need to overthink it"
X Link 2026-02-13T15:39Z [---] followers, [----] engagements
"Ironically extremely bullish signal for $APP I don't know who needs to hear this but applovin is a scam. In app ads are the most dogshit of dogshit ad inventory on the internet. Some random ass company did not crack some secret code to somehow make them as good as Meta ads. Nobody is interrupting their candy crush level I don't know who needs to hear this but applovin is a scam. In app ads are the most dogshit of dogshit ad inventory on the internet. Some random ass company did not crack some secret code to somehow make them as good as Meta ads. Nobody is interrupting their candy crush level"
X Link 2026-02-13T19:26Z [---] followers, [---] engagements
"Im so confused by the frequent accusations of fraud by some people in Ecom. Maybe just run a holdout/incrementality test Never in any other industry have I seen such vitriol directed towards a company trying to disrupt a monopoly that currently has everyone by the balls. $APP"
X Link 2026-02-14T00:34Z [---] followers, [---] engagements
"@mehtapraful123 @AppLovin @MBromberg Think the stock movements indicate app is eating us market share bit by bit without having to acquire. Also would never pass antitrust for the biggest player to consume its only remaining competitor"
X Link 2026-02-14T01:29Z [---] followers, [---] engagements
"Think the takeaway here is that if $APP wants to really win over Ecom operators it has to do a much better job of educating and evangelizing to them. Not the first time someone who has no idea how they work has called them a fraud but that word is really sticky. I don't know who needs to hear this but applovin is a scam. In app ads are the most dogshit of dogshit ad inventory on the internet. Some random ass company did not crack some secret code to somehow make them as good as Meta ads. Nobody is interrupting their candy crush level I don't know who needs to hear this but applovin is a scam."
X Link 2026-02-14T04:00Z [---] followers, [---] engagements
"Starting to root against all AI companies. Humanism aside the arrogance is becoming unbearable. Anthropic needs a CFO ASAP This is possibly the dumbest most incoherent rambling I have heard in a while. 1) hes already spending more than his revenue. That can continue if his business is growing 2) hes not going to have $1tn in revenue 3) if he did have that much Anthropic needs a CFO ASAP This is possibly the dumbest most incoherent rambling I have heard in a while. 1) hes already spending more than his revenue. That can continue if his business is growing 2) hes not going to have $1tn in"
X Link 2026-02-14T04:04Z [---] followers, [--] engagements
"I think a better word is humanity but unfortunately the slow trickle of AI into our individual lives will make us feel like theres some great benefit when actually its extremely marginal. And in the meantime well become as antisocial as ever. AI will be largely rejected by people in the end AI will be largely rejected by people in the end"
X Link 2026-02-14T04:10Z [---] followers, [--] engagements
"@dogballscapital Somehow the system has decided that short sellers are allowed to run riot without an iota of accountability"
X Link 2025-10-20T14:07Z [--] followers, [--] engagements
"$APP No bud I want you to be an honest actor in a market that has stridently rejected your claims as evidenced by the stock price since your first reports in February. Crazy that I once believed activist investing and journalism were aspirational careers. @econisafarce You want a short seller to update you that the stock is up CNBC would do a far better job of that friend. @econisafarce You want a short seller to update you that the stock is up CNBC would do a far better job of that friend"
X Link 2025-10-20T14:30Z [--] followers, [---] engagements
"$APP The issue is not that the stock won't recover. It absolutely will because the team is exceptional and they've barely penetrated the TAM. The issue is that short sellers can repeatedly target stocks with recycled claims make a ton of money and never be held accountable"
X Link 2025-10-20T15:08Z [--] followers, [----] engagements
"$APP Looking good for tomorrow"
X Link 2025-10-23T02:16Z [--] followers, [---] engagements
"$APP We're now well above last Friday's closing price. Coming next Monday before market open an expos from NYpost and Bloomberg on the Iranian founder the Russian CTO the Chinese head of engineering and the axis of evil subverting our advertising industry from within. $APP The issue is not that the stock won't recover. It absolutely will because the team is exceptional and they've barely penetrated the TAM. The issue is that short sellers can repeatedly target stocks with recycled claims make a ton of money and never be held accountable. $APP The issue is not that the stock won't recover. It"
X Link 2025-10-24T14:04Z [--] followers, [----] engagements
"@GlobalCollapse With you 100%. The old guard is so hysterical about him they've turned to Cuomo as the last resort a guy they attacked relentlessly since COVID for killing a lot of older people. Think it's bigger than the 2%. Feels like old vs new in various ways. The islamophobia is disgusting"
X Link 2025-10-29T02:30Z [--] followers, [--] engagements
"$META Hardware wins software loses wrt to AI in this market. Market saying it doesn't believe in AI winners except for chip makers. AI as a revolution is a fantasy"
X Link 2025-10-29T21:23Z [--] followers, [---] engagements
"$APP From linkedin today. Bullish af"
X Link 2025-10-30T03:50Z [--] followers, [----] engagements
"@HolySmokas No one should take these clowns seriously unless they post screenshots of their positions. And no I dont care about Tesla or palantir or any other company you named"
X Link 2025-10-30T04:10Z [--] followers, [--] engagements
"@MLFootball im sure everyone knows this deep down but mike is a good maybe great coach with a truly terrible quarterback. ive been a tua fan since he threw that td to smith at alabama but he's awful. mike will be a head coach if miami fires him. everybody needs a break right now though"
X Link 2025-10-31T04:12Z [--] followers, [---] engagements
"@3Plantey2 @Nietschecapital Just found this https://polymarket.com/event/app-quarterly-earnings-gaap-eps-11-05-2025-2pt39tid=1761945110244 https://polymarket.com/event/app-quarterly-earnings-gaap-eps-11-05-2025-2pt39tid=1761945110244"
X Link 2025-10-31T21:12Z [--] followers, [--] engagements
"$APP earnings market on pm https://polymarket.com/event/app-quarterly-earnings-gaap-eps-11-05-2025-2pt39tid=1761946288476 https://polymarket.com/event/app-quarterly-earnings-gaap-eps-11-05-2025-2pt39tid=1761946288476"
X Link 2025-10-31T21:31Z [--] followers, [---] engagements
"@DMRussini Mike is the only saving grace of this franchise. Tua and Grier have been the problem. One down one to go if Ross wants to revive his team"
X Link 2025-11-01T17:06Z [--] followers, [---] engagements
"Puka Nacua back on the sidelines (actually tho)"
X Link 2025-11-02T23:24Z [--] followers, [----] engagements
"@Gramercy_Goblin thats costco meat buddy"
X Link 2025-11-03T04:24Z [--] followers, [---] engagements
"@savetheuws No he'll continue to be beloved by New Yorkers regardless of his politics. He's a real New Yorker unlike the thousands of bot accounts like this one on X that try to promulgate misinformation. FYOURSELF"
X Link 2025-11-04T22:30Z [--] followers, [--] engagements
"@Ad_Quant @Nietschecapital For sure agree. We've been through the gauntlet with the stock. Adam and team have shown they can navigate any situation. Hoping for green tomorrow but either way we look to the long term"
X Link 2025-11-04T23:13Z [--] followers, [--] engagements
"Didn't listen to the $U call but anyone that did have any tidbits about $APP"
X Link 2025-11-05T16:34Z [--] followers, [---] engagements
"@GlobalCollapse i love the complete divergence of expected outcomes for $APP on X today. Some expect -13% others think it's going to $750. One thing is for sure never a dull day with this stock"
X Link 2025-11-05T18:35Z [--] followers, [---] engagements
"$APP Gotta think the action in the last [--] minutes was options related but wow what a ride"
X Link 2025-11-07T21:04Z [--] followers, [---] engagements
"$APP Is there news coming or wtf man"
X Link 2025-11-11T14:48Z [--] followers, [---] engagements
"$APP Looks like terrible movement but if you look at the weeklies for other growth names it looks like app might just be catching up (down) wth the poor performance of growth since earnings. Basically flat for the month. Must be said though extremely jarring to own this stock"
X Link 2025-11-11T17:06Z [--] followers, [---] engagements
"@AustinsStocks Great quote and absolutuely true. I will say though the one thing Adam could do a lot better in is publicizing himself and the company. It is so easy to spread FUD when a lot of folks don't understand the biz and/or the leadership"
X Link 2025-11-11T17:24Z [--] followers, [--] engagements
"@davey_juice no better gift for a growth investor than factor rotation"
X Link 2025-11-13T15:12Z [--] followers, [--] engagements
"@TomEhikian @foliotrail buddy why are you so angry lol"
X Link 2025-11-17T15:24Z [--] followers, [--] engagements
"@DeNebulord all about nvda tomorrow"
X Link 2025-11-18T21:19Z [--] followers, [--] engagements
"Cannot be overstated how much those short reports still loom over $APP to this day"
X Link 2025-11-18T21:46Z [--] followers, [---] engagements
"$APP gamechanger We are so back @AppLovin just released their prospecting audience strategy. For any brands that have struggled to increase their new customer performance from Applovin you need to switch over to this setting immediately https://t.co/4Kxs3GTd4Q We are so back @AppLovin just released their prospecting audience strategy. For any brands that have struggled to increase their new customer performance from Applovin you need to switch over to this setting immediately https://t.co/4Kxs3GTd4Q"
X Link 2025-11-19T02:40Z [--] followers, [---] engagements
"@Nietschecapital sad truth is $app won't starting moving higher until there's a serious postiive catalyst. don't think nvda blowout earnings does it at all even if the market goes up. still too much overhang from shorts and sec"
X Link 2025-11-19T18:05Z [--] followers, [---] engagements
"@Ad_Quant @Nietschecapital Bro cares so much more about running a well-oiled company than pumping his stock and it's very upsetting"
X Link 2025-11-19T19:13Z [--] followers, [---] engagements
"Basically $APP will follow $NVDA wherever she may go"
X Link 2025-11-20T15:50Z [--] followers, [--] engagements
"@DeItaone bitcoin wont become anything more than a speculative asset because the men with guns dont want it to and its as simple as that"
X Link 2025-11-20T16:26Z [--] followers, [--] engagements
"@FirstTake @CameronNewton Imagine if it was Shedeur instead of Drake Maye doing these things lol"
X Link 2025-11-20T17:32Z [--] followers, [--] engagements
"$APP Very big deal that budget share is holding steady and feels like there could be a massive inflection over the holidays. Also think that new customer prospecitng will be a major catalyst yet to be recognized by the market. Applovin budget share ramping up as we enter the holiday season check next week to confirm uptrend. https://t.co/DR5YvHzj0N Applovin budget share ramping up as we enter the holiday season check next week to confirm uptrend. https://t.co/DR5YvHzj0N"
X Link 2025-11-20T18:24Z [--] followers, [---] engagements
"If you're high blood pressure - curious just invest in $APP"
X Link 2025-11-21T21:04Z [--] followers, [---] engagements
"$APP Applovin really starting to cook now"
X Link 2025-11-26T19:20Z [--] followers, [----] engagements
"$APP @kalamerii @zachmstuck yeah I just saw an internal stat that as a % App is hitting our clients incrementality efficiency targets more than any other channel right now @kalamerii @zachmstuck yeah I just saw an internal stat that as a % App is hitting our clients incrementality efficiency targets more than any other channel right now"
X Link 2025-11-28T13:27Z [--] followers, [----] engagements
"$APP Adam speaking tomorrow at 12:55 EST. Webcast available on applovin website AppLovin to Participate at the UBS Global Technology and AI Conference https://t.co/CMFIlwi1Wt https://t.co/uypC7Pa9lj AppLovin to Participate at the UBS Global Technology and AI Conference https://t.co/CMFIlwi1Wt https://t.co/uypC7Pa9lj"
X Link 2025-12-01T16:54Z [--] followers, [----] engagements
"@LovinAppLovin @mathlonning Purely speculation based on the black friday feedback on X and the fact they've decided to participate in a public fireside tomorrow. Tomorrow will give a much better sense I think"
X Link 2025-12-01T17:24Z [--] followers, [--] engagements
"@Nietschecapital yeah i dont know enough about tehcnicals to know if this move was somehow foretold.but something tells me there's some proprietary data about ecom/black friday making the fund rounds today"
X Link 2025-12-02T15:26Z [--] followers, [--] engagements
"$APP The funny thing is their ecom platform is still not fully open. That comes q1/q2 [----]. @LovinAppLovin Citi released positve $APP ecom checks today. 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. The firm notes Axon adoption is up 26% since @LovinAppLovin Citi released positve $APP ecom checks today. 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"
X Link 2025-12-02T16:35Z [--] followers, [---] engagements
"@mathlonning In all seriousness $APP's edge is that they don't care at all what you or I or anyone thinks about their business. They simply execute"
X Link 2025-12-05T00:13Z [--] followers, [---] engagements
"$APP [--]. AppLovin hits 10% Wallet Share (Service is the Moat). For a decade the "Duopoly" (Meta/Google) ignored small brands because they could. They are too big to care. Their customer service is a endless complain on X. In this area AppLovin is currently eating their lunch with [--]. AppLovin hits 10% Wallet Share (Service is the Moat). For a decade the "Duopoly" (Meta/Google) ignored small brands because they could. They are too big to care. Their customer service is a endless complain on X. In this area AppLovin is currently eating their lunch with"
X Link 2025-12-29T17:11Z [--] followers, [---] engagements
"$app lol here we go again. Whens the short dropping"
X Link 2026-01-08T13:36Z [--] followers, [---] engagements
"@Nietschecapital Both u and app are dumping hard. Maybe something industry specific Apple"
X Link 2026-01-14T15:26Z [--] followers, [---] engagements
"$app anyone have access to this Oxford data supposedly driving the decline today $app down 11% due to Oxford data predicting a miss. so now we are listening to some no name data source over Adam who has never missed $app down 11% due to Oxford data predicting a miss. so now we are listening to some no name data source over Adam who has never missed"
X Link 2026-01-14T18:00Z [--] followers, [---] engagements
"We still have basically no idea why $APP is down [--] percent today lol"
X Link 2026-01-14T19:01Z [--] followers, [---] engagements
"$APP If you're wondering why it had a little bit of a dump just now it's because some Northbeam data came out that was just ok. I think that misleading signals driving funds to start q1 are actually gonna end up being incredible buying opportunities"
X Link 2026-01-15T18:37Z [--] followers, [---] engagements
"@Burnlistnotice This isnt a move based on fundamentals unless theres some super secret proprietary data that only hedges are privy to. Analysts have been upgrading all week. Definitely a short front running their report"
X Link 2026-01-16T18:04Z [--] followers, [--] engagements
"@ChristofidesPj @AppLovin Do you happen to have access to the Oxford data or its conclusions Thx"
X Link 2026-01-16T19:57Z [--] followers, [---] engagements
"$APP 😂 I dont know whether to be relieved or discouraged. Thought there was gonna be something much more substantial in this report. At least we know now that the drop had nothing to do with this. Probably the AI narrative unwinding a bit. Explosive Report Accusing $APP AppLovin Corporation of Laundering Money for Southeast Asia Gambling Group: --A 36-page in-depth investigative report uncovering the source of capital and the complicated money-laundering scheme; --It pinpoints the mastermind behind all of these https://t.co/to8rFYPuOe Explosive Report Accusing $APP AppLovin Corporation of"
X Link 2026-01-19T22:10Z [--] followers, [---] engagements
"$APP At this point Id believe that app management themselves are circulating these short reports to buyback shares for cheap"
X Link 2026-01-20T14:47Z [--] followers, [----] engagements
"$APP Here we go again 😂"
X Link 2026-01-21T11:40Z [--] followers, [---] engagements
"@GlobalCollapse Yep its actually great to be getting rid of momentum free riders"
X Link 2026-01-21T20:26Z [--] followers, [---] engagements
"@roger1006g @AppLovin Brother they are in a quiet period. They literally cannot comment on essentially anything. Thats why the shorts always drop during this period"
X Link 2026-01-21T17:14Z [--] followers, [---] engagements
"@CapitalwatchNow @lolavkm @CNBC lol you guys really need to get your legal team in order instead of releasing vacuous press releases. Hammer is dropping buddy"
X Link 2026-01-28T05:49Z [--] followers, [---] engagements
"This is called a bailout. No better shorts than SoftBank and MSFT so long as they keep bankrolling oai to the grave. $msft *NVIDIA MICROSOFT AND AMAZON IN TALKS TO INVEST AN ADDITIONAL $60 BILLION INTO OPENAI AT $730 BILLION PRE-MONEY VALUATION $NVDA $MSFT $AMZN *NVIDIA MICROSOFT AND AMAZON IN TALKS TO INVEST AN ADDITIONAL $60 BILLION INTO OPENAI AT $730 BILLION PRE-MONEY VALUATION $NVDA $MSFT $AMZN"
X Link 2026-01-29T04:32Z [--] followers, [---] engagements
"$APP is crashing because meta is back in in app ads not because of Gemini"
X Link 2026-01-30T16:18Z [--] followers, [----] engagements
"@DavidWeinetayg $APP Per the post they were bidding on a small segment of the total inventory and in recent days have ramped up to many multiples of that. The comments confirm that action across many publishers"
X Link 2026-01-30T16:27Z [--] followers, [---] engagements
"Yep will eventually eat into $APP margins but the threat may be farther down the road than the market is pricing in. Unity liftoff smaller players probably first to fall. APP has a defensible moat even against a redoubtable threat like $meta. If this is true $META still doesn't have the Gaming presence to be a competing marketplace for ads. However they could impact $APP margins if they are able to become more prominent. So are they launching a competing bidding engine If this is true $META still doesn't have the Gaming presence to be a competing marketplace for ads. However they could impact"
X Link 2026-01-30T17:20Z [--] followers, [----] engagements
"@dnw_stock Hope it works out. Im an $APP bull. Ruthless and visionary executive team thats been able to carve out a local sphere of dominance. But in this case we might have David vs two Goliaths and might not play out too nicely"
X Link 2026-01-30T20:50Z [--] followers, [---] engagements
"@Ad_Quant Agree completely and to be clear I think today is completely overcooked and am very long $APP. META has been signaling a renewed effort in the space for a while and Im sure $APP is well aware of that. Hope theyre ready"
X Link 2026-01-30T21:10Z [--] followers, [---] engagements
"$APP Not reflexively a buy here if $meta and $goog are mobilizing to incur into in app ads. Stock probably takes a further haircut before earnings in a week and a half"
X Link 2026-01-30T20:32Z [--] followers, [----] engagements
"$APP Just expand the buyback program on Monday. 👈🏾"
X Link 2026-01-30T21:23Z [--] followers, [----] engagements
"@MF_Camillus @tickerplus Yeah. Also monitoring the situation is literally scrolling LinkedIn for mentions of applovin and meta"
X Link 2026-02-02T18:37Z [--] followers, [---] engagements
"$APP Needs to acquire $U control the game engine and insulate against a disruptive to the marketplace system"
X Link 2026-02-04T15:36Z [--] followers, [---] engagements
"$APP These two things are completely independent. These two things are completely independent"
X Link 2026-02-04T19:03Z [--] followers, [---] engagements
"@mathlonning The price targets are worthless. They might as well pick numbers at random. If you can revise from [---] to [---] why would anyone trust your estimates ever again Earnings will be the tell all"
X Link 2026-02-05T19:42Z [--] followers, [---] engagements
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