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

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

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

- [--] Week [------] +48%
- [--] Month [-------] +274%
- [--] Months [---------] +49%
- [--] Year [---------] +929%

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

- [--] Week [--] +44%
- [--] Month [---] +9.30%
- [--] Months [-----] +25%
- [--] Year [-----] +562%

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

- [--] Week [-----] +2.60%
- [--] Month [-----] +5.60%
- [--] Months [-----] +45%
- [--] Year [-----] +814%

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

### Social Influence

**Social category influence**
[stocks](/list/stocks)  87.61% [finance](/list/finance)  30.97% [technology brands](/list/technology-brands)  25.66% [social networks](/list/social-networks)  7.08% [countries](/list/countries)  0.88% [cryptocurrencies](/list/cryptocurrencies)  0.88%

**Social topic influence**
[$app](/topic/$app) #18, [applovin](/topic/applovin) #20, [ai](/topic/ai) 15.93%, [meta](/topic/meta) 14.16%, [$meta](/topic/$meta) #120, [$fubo](/topic/$fubo) 12.39%, [market](/topic/market) #2771, [app](/topic/app) #1985, [if you](/topic/if-you) 9.73%, [$nflx](/topic/$nflx) #269

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@accruedint](/creator/undefined) [@voltportfolio](/creator/undefined) [@capitalwatchnow](/creator/undefined) [@rodalzmann](/creator/undefined) [@csfraudanalysis](/creator/undefined) [@blueduckcap](/creator/undefined) [@martinpalsovic](/creator/undefined) [@harriescarlet](/creator/undefined) [@oneccut](/creator/undefined) [@jxyhsns](/creator/undefined) [@jpgola](/creator/undefined) [@principatuscap](/creator/undefined) [@nietschecapital](/creator/undefined) [@mikeliuasdsf](/creator/undefined) [@lnkrhntr141919](/creator/undefined) [@thetikr](/creator/undefined) [@baldvestor](/creator/undefined) [@daveyjuice](/creator/undefined) [@foliotrail](/creator/undefined)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [Metadium (META)](/topic/$meta) [fuboTV Inc. (FUBO)](/topic/$fubo) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Nexstar Media Group, Inc. Class A Common Stock (NXST)](/topic/$nxst) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Pinterest, Inc. (PINS)](/topic/$pins) [Morgan Stanley (MS)](/topic/morgan-stanley) [DisChain (DIS)](/topic/$dis) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$APP is down 19% this morning. Lets talk about it. AppLovin reported Q4 earnings last night. The headline numbers were a "beat and raise" across the board: 💵Revenue: $1.66B (Beat $1.61B consensus) 💵EPS: $3.24 (Beat $2.96 consensus) 💵Guidance: Strong. So why is the stock getting hammered As I wrote last week in "AppLovin ($APP) Down -44% YTD: Fear vs. Fundamentals" this stock is a "hedge fund hotel." It is prone to wild momentum swings in both directions. We saw it rip from $370 to $470 on short-covering news and now we are seeing it flush on valuation fears. The "Meta Ceiling"The market is"  
[X Link](https://x.com/accrued_int/status/2021995004290277421)  2026-02-12T17:09Z [----] followers, [----] engagements


"Pinterest $PINS is down 10% today despite announcing 15% layoffs. Why isn't Wall Street cheering the "efficiency" Because this confirms the thesis I laid out in Day [--] of Pitch-Mas: This is a defensive pivot not a growth move. The market sees that the old sales model is broken. (1/x) https://twitter.com/i/web/status/2016217396852257066 https://twitter.com/i/web/status/2016217396852257066"  
[X Link](https://x.com/accrued_int/status/2016217396852257066)  2026-01-27T18:31Z [----] followers, [----] engagements


"Is Disney prepping for the Great Unbundling 🐭📺 They just hired Morgan Stanley vet Ben Swinburne for Corporate Strategy & IR. I pitched $DIS as an Underperform last month waiting for a signal they'd separate TV assets. This could be it. You don't hire a 27-year analyst just for IR. You hire him to architect the breakup the Street wants. Earnings Monday. Tuning in. 👂 Analysis 🔗👇 https://twitter.com/i/web/status/2017695402972110868 https://twitter.com/i/web/status/2017695402972110868"  
[X Link](https://x.com/accrued_int/status/2017695402972110868)  2026-01-31T20:24Z [----] followers, [----] engagements


"Fubo is down -15% in pre-market trading. I'll do a deep-dive on $FUBO later but just wanted to say I have been highlighting all the red flags with FuboTV for a year now. Hopefully now more folks understand what went wrong 🚨🚨🚨"  
[X Link](https://x.com/accrued_int/status/2018676275640975610)  2026-02-03T13:21Z [----] followers, [----] engagements


"The "Growth Story" is officially broken. 🚨 In Dec I pitched $FUBO as an Underperform for [----]. Todays earnings confirmed the thesis. 📉 Subs shrinking 📉 Ad rev down -4% 📉 Guidance pulled 📉 Reverse Split announced The startup never found its wings. Full breakdown (1/x) 🧵 https://twitter.com/i/web/status/2018787107230102001 https://twitter.com/i/web/status/2018787107230102001"  
[X Link](https://x.com/accrued_int/status/2018787107230102001)  2026-02-03T20:42Z [----] followers, [----] engagements


"The Ultimate Red Flag: The $FUBO Reverse Split. Management says its to make the stock "more accessible." Translation: The price is so low its becoming uninvestable for institutions. You don't financially engineer your share price if you are confident in organic growth. (2/x)"  
[X Link](https://x.com/accrued_int/status/2018787329218150429)  2026-02-03T20:43Z [----] followers, [---] engagements


"The "Sports First" Myth Explodes. 💥 The Winter Olympics start this Friday. $FUBO subscribers will have. zero access. Because of the NBCU dispute Fubo is blacked out of the biggest sporting event of Q1. You can't charge a premium price for a sports bundle with holes this big. (3/x) https://twitter.com/i/web/status/2018787615227703355 https://twitter.com/i/web/status/2018787615227703355"  
[X Link](https://x.com/accrued_int/status/2018787615227703355)  2026-02-03T20:44Z [----] followers, [---] engagements


"The $FUBO "Profitability" Mirage. Management touted "Adjusted EBITDA" improvements. Ignore that. Look at Ad Revenue: Down -4% YoY. Look at Guidance: Pulled entirely. If you are a digital ad platform in [----] and your ad revenue is shrinking while political spend was record high You are losing relevance. (4/x) https://twitter.com/i/web/status/2018787853866582402 https://twitter.com/i/web/status/2018787853866582402"  
[X Link](https://x.com/accrued_int/status/2018787853866582402)  2026-02-03T20:45Z [----] followers, [---] engagements


"The Macro View: The Squeeze. We are moving to a "Two-Horse Race" in the living room: 🐎 $NFLX = Engagement winner. 🐎 YouTube $GOOG $GOOGL= Linear replacement winner. Everyone else fighting for scraps. $FUBO is stuck in the middle with a balance sheet that can't compete. (5/x)"  
[X Link](https://x.com/accrued_int/status/2018788174001226164)  2026-02-03T20:46Z [----] followers, [---] engagements


"Don't catch the falling $FUBO knife. The Hulu merger didn't fix the structural issues; it just made them bigger. I reiterate my Underperform rating. Read the full deep dive on why the thesis is broken here (6/6) https://www.accruedint.com/p/fubo-q4-25-earnings-recap-the-growth https://www.accruedint.com/p/fubo-q4-25-earnings-recap-the-growth"  
[X Link](https://x.com/accrued_int/status/2018788434224329087)  2026-02-03T20:47Z [----] followers, [---] engagements


"The Winter Olympics start this Friday. Because of the #NBCU dispute #Fubo subscribers cannot watch them. Imagine a "Sports First" streaming service that goes dark [--] days before the biggest global sporting event of the year. The Q1 churn is going to be brutal. $FUBO"  
[X Link](https://x.com/accrued_int/status/2018810603729781049)  2026-02-03T22:15Z [----] followers, [---] engagements


"If you are a digital video platform in [----] you cannot have Ad Revenue shrinking. Yet $FUBO posted a -4% decline in ad revenue. Despite the Hulu merger. Despite record political spend. Advertisers are voting with their wallets and they aren't choosing #Fubo. My full breakdown on the broken growth thesis: https://twitter.com/i/web/status/2018844453428158654 https://twitter.com/i/web/status/2018844453428158654"  
[X Link](https://x.com/accrued_int/status/2018844453428158654)  2026-02-04T00:30Z [----] followers, [---] engagements


"ICYMI: The $FUBO "Growth Story" stalled out today. 🚩 Reverse Split announced 🚩 Future Guidance pulled 🚩 Subscribers shrinking We are moving to a "Two-Horse Race" in the living room $NFLX & YouTube. Everyone else is fighting for scraps. Don't catch the falling knife. My full Q4 Earnings Recap https://www.accruedint.com/p/fubo-q4-25-earnings-recap-the-growth https://www.accruedint.com/p/fubo-q4-25-earnings-recap-the-growth"  
[X Link](https://x.com/accrued_int/status/2018878425969385474)  2026-02-04T02:45Z [----] followers, [---] engagements


"@BlueDuckCap Been talking a lot about $NFLX lately Completely agree with the bullishness. While the Street panics over content costs I think buying the HBO/WB library forever vs. renting it is a massive strategic win. Plus at 21x [----] earnings (ex-WB) the valuation is a gift. Wrote about why the market is wrong here https://www.accruedint.com/p/netflix-q4-2025-earnings-recap https://www.accruedint.com/p/netflix-q4-2025-earnings-recap"  
[X Link](https://x.com/accrued_int/status/2019432654072906011)  2026-02-05T15:27Z [----] followers, [---] engagements


"Agree with @BlueDuckCap here I've been talking a lot about $NFLX lately and completely agree with the bullishness. While the Street panics over content costs I think buying the HBO/WB library forever vs. renting it is a massive strategic win. Plus at 21x [----] earnings (ex-WB) the valuation is a gift. I highlighted these points and more in my Q4 recap on Accrued Interest: Idea nobody talking about: $NFLX. Compounder. De minimis AI risk. No insane capex. Cheap vs history. They win Warners then they pull forward a decade+ of content spend with attached subscription revenue. They also take out a"  
[X Link](https://x.com/accrued_int/status/2019433588924572078)  2026-02-05T15:31Z [----] followers, [---] engagements


"@VoltPortfolio I haven been writing about almost every $APP rumor over the last [--] months - yes I have heard crazy accusations. But did you read the $APP Q2-25 transcript Adam Foroughi discussing the intentional "gating" of the companys new self-serve advertising platform. The company slows itself down to avoid fraudulent activity on their marketplace "We want to make sure we weed out fraud. We want to make sure that the advertisers that come on are high quality. So were going to go slow to go fast."was spoken by Adam Foroughi during the Q2 [----] Earnings Call on August [--] [----]. If you believe"  
[X Link](https://x.com/accrued_int/status/2019456657344917539)  2026-02-05T17:02Z [----] followers, [---] engagements


"This is why my philosophy will always be to not panic during big stock sell-offs. Look at $GOOG - $GOOGL almost made back all of its loses from this morning. If the market was rational the stock would be UP post those great Q4-25 earnings. Full report to come later. Just my [--] cents. https://twitter.com/i/web/status/2019495733460685101 https://twitter.com/i/web/status/2019495733460685101"  
[X Link](https://x.com/accrued_int/status/2019495733460685101)  2026-02-05T19:37Z [----] followers, [---] engagements


"Thanks @martinpalsovic for reading and subscribing I couldn't agree more. Many still fundamentally misunderstand the $APP business model but that disconnect is exactly what creates the opportunity. We will stay patient and let the AppLovin financials do the talking. 🤝 @accrued_int I used to work in the mobile game industry and worked with Applovin for years. Now we run our own ecomm brand and use Axon. It prints some days better efficiency than META. I have the same feedback from other operators. Feels like people dont even understand their biz model. @accrued_int I used to work in the"  
[X Link](https://x.com/accrued_int/status/2019745057016824186)  2026-02-06T12:08Z [----] followers, [----] engagements


"https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vsr=brur&utm_campaign=post&utm_medium=web https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vsr=brur&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/accrued_int/status/2019747457383440612)  2026-02-06T12:18Z [----] followers, [---] engagements


"When Comcast spun off Versant it looked like a value investors dream: $1B in Free Cash Flow Low single-digit EBITDA multiple Clean balance sheet But sometimes a stock isn't cheapit's just cheaply valued. I initiated coverage on $VSNT with "Underperform" rating when it was trading at $34. (2/x) https://twitter.com/i/web/status/2020137899321163878 https://twitter.com/i/web/status/2020137899321163878"  
[X Link](https://x.com/accrued_int/status/2020137899321163878)  2026-02-07T14:09Z [----] followers, [---] engagements


"The Market is missing the $VSNT "2028 Cliff." Right now Versant benefits from NBCUniversals scale. But in [----] that safety net vanishes exactly when 55% of its carriage deals are up for renewal. Without the bundle protection they have zero leverage against carriers. (4/x)"  
[X Link](https://x.com/accrued_int/status/2020138146223014106)  2026-02-07T14:10Z [----] followers, [---] engagements


"Then there is the "Math of Decay." for $VSNT Versant is suffering from negative operating leverage. In this model single-digit revenue leaks trigger double-digit Free Cash Flow floods. My analysis shows we could see -13% to -27% FCF erosion as soon as this year. (5/x)"  
[X Link](https://x.com/accrued_int/status/2020138251126710762)  2026-02-07T14:11Z [----] followers, [---] engagements


"The $VSNT Bull case relies on a breakup value or a private equity buyout. That might happenbut not at this price. Dont catch the falling knife. Let it find its floor in the low $20s before you even think about taking a swing. (6/x)"  
[X Link](https://x.com/accrued_int/status/2020138401417105705)  2026-02-07T14:11Z [----] followers, [---] engagements


"$APP is back over $400 now after dipping to $375. 📉➡📈 While the broader tech sector is certainly enjoying a rebound this move highlights exactly why we do the work on capital allocation. When I ran the buyback analysis the goal was to find the "mathematical floor." What my analysis showed was that at $400 and below the valuation becomes compellingnot just on sentiment but on the sheer mechanics of their buyback program. When a company is printing cash and aggressively retiring shares dips like we just saw aren't crises; they are opportunities for the company to accrete value for long-term"  
[X Link](https://x.com/accrued_int/status/2020142569838043188)  2026-02-07T14:28Z [----] followers, [----] engagements


"$APP #AppLovin https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs"  
[X Link](https://x.com/accrued_int/status/2020142733453668780)  2026-02-07T14:28Z [----] followers, [---] engagements


"The $DUOL chart is starting to look like a cautionary tale. 📉🦉 We are still a few weeks out from the Q4 earnings report on Feb [--] but the tape is already telling a story: The stock is down -32% YTD and more importantly it isnt bouncing. While other software and high-growth names have seen a relief rally recently Duolingo remains pinned to the floor. To me this suggests that the market is finally beginning to price in the structural concerns Ive been highlighting. I am standing by my negative outlook for [----]. My thesis has always been that the "low-hanging fruit" for this company is gone."  
[X Link](https://x.com/accrued_int/status/2020198234761633793)  2026-02-07T18:09Z [----] followers, [---] engagements


"https://www.accruedint.com/p/why-duolingo-will-underperform-in https://www.accruedint.com/p/why-duolingo-will-underperform-in"  
[X Link](https://x.com/accrued_int/status/2020198325585342468)  2026-02-07T18:09Z [----] followers, [---] engagements


"In case you missed itmy deep dive into the Netflix Q4 [----] earnings is live. 📺🍿 Despite the stock being down -12% YTD I am maintaining my "Outperform" rating. Here is why the market is missing the bigger picture on $NFLX. 🧵👇"  
[X Link](https://x.com/accrued_int/status/2020208066609000518)  2026-02-07T18:48Z [----] followers, [---] engagements


"The WBD deal is a strategic masterstroke for $NFLX. 🧠 Acquiring the HBO library and legendary IP "forever" is a far superior value proposition compared to renting content. This is how Netflix breaks the 10% TV usage ceiling. (4/x)"  
[X Link](https://x.com/accrued_int/status/2020208777925107867)  2026-02-07T18:51Z [----] followers, [---] engagements


"Operating leverage is in full effect for $NFLX. ⚙ Content amortization growth (10%) is trailing revenue growth (1416%). This is the "math of dominance" you want to see. (5/x)"  
[X Link](https://x.com/accrued_int/status/2020208865866895471)  2026-02-07T18:51Z [----] followers, [---] engagements


"$NFLX stock will likely trade sideways until the $WBD deal officially closes in [----] but the underlying fundamentals are only getting stronger. 💎 Dont get shaken by the YTD noise. Read the full recap at link in bio 🔗(6/6)"  
[X Link](https://x.com/accrued_int/status/2020209561114931675)  2026-02-07T18:54Z [----] followers, [---] engagements


"The $FUBO Q4 [----] earnings recap is live: "The Growth Story Stalled and the Reverse Split Proves It." The chart below tells the immediate storythe stock is down -37% YTD. For those who have been following my work at Accrued Interest over the last year you know Ive stayed consistently bearish on this name. My conviction has only deepened as the fundamentals continue to diverge from the "growth" narrative management has been pitching. Why Ive stayed bearish on Fubo: Existential Threat from YouTube TV: As tech giants launch genre-specific "skinny bundles" the consumer market is moving away from"  
[X Link](https://x.com/accrued_int/status/2020210957268447494)  2026-02-07T19:00Z [----] followers, [---] engagements


"you can read the full $APP post here (2/2) with my other #AppLovin coverage. https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs"  
[X Link](https://x.com/accrued_int/status/2020894784286552330)  2026-02-09T16:17Z [----] followers, [---] engagements


"THE RETRACTION: @CapitalwatchNow admitted their "smoking gun" evidence for AppLovin ( $APP) was built on a house of cards. They conceded: [--]. "Insufficient independent verification" of court docs. [--]. "Inaccurate" descriptions of connections to illicit groups. [--]. Evidence that was "legally insufficient." In short: The personal allegations were wrong and they apologized for the "distress caused." https://twitter.com/i/web/status/2020921135827976681 https://twitter.com/i/web/status/2020921135827976681"  
[X Link](https://x.com/accrued_int/status/2020921135827976681)  2026-02-09T18:02Z [----] followers, [---] engagements


"Last Thursday I wrote "Fear vs. Fundamentals" on Accrued Interest. My thesis was simple: Ignore the noise follow the cash flow. AppLovin the business doesn't care about rumors. If you ignored the panic and held (or bought) $APP you are winning today. Read the full deep dive here: https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs"  
[X Link](https://x.com/accrued_int/status/2020922142452277502)  2026-02-09T18:06Z [----] followers, [---] engagements


"As I said this morning. the narrative has changed. $APP The "Fear" trade is over. Now we are back to the #AppLovin "Fundamentals" trade. Subscribe to Accrued Interest for more no-nonsense TMT analysis that puts the numbers first. 👉 🚨 I have covered the markets for a long time but I have almost never seen this. A Short Seller just formally apologized and retracted their research. Over the weekend @CapitalwatchNow issued a "Correction and Apology" regarding their January short report on AppLovin $APP. https://t.co/bNJ9A7T8ZR 🚨 I have covered the markets for a long time but I have almost"  
[X Link](https://x.com/accrued_int/status/2020922645651374398)  2026-02-09T18:08Z [----] followers, [---] engagements


"The cable bundle is officially broken. 📺🥊 YouTubes new $65/mo sports-only package is the exact "leverage play" I wrote about in my [--] Days of PitchMas. They aren't just aggregating content; they are rewriting the pricing power of the entire ecosystem. $GOOGL is playing chess while legacy media plays checkers. My full take at link in bio 🔗 https://twitter.com/i/web/status/2020967189084504552 https://twitter.com/i/web/status/2020967189084504552"  
[X Link](https://x.com/accrued_int/status/2020967189084504552)  2026-02-09T21:05Z [----] followers, [---] engagements


"$UBER doubles down on Turkey by acquiring Getirs delivery biz. 🛵 While competitors are playing defense Uber is using its FCF machine to play offense and consolidate key markets. This is exactly why I pitched them as an Outperform for [----]. They are becoming the operating system for everyday life. More on the deal at link in bio 🔗 https://twitter.com/i/web/status/2020996130947924228 https://twitter.com/i/web/status/2020996130947924228"  
[X Link](https://x.com/accrued_int/status/2020996130947924228)  2026-02-09T23:00Z [----] followers, [----] engagements


"The ultimate flex $GOOGL is reportedly issuing a 100-year bond. Matures in [----]. 🤯 While AI startups burn cash to keep the lights on Google is printing investment-grade debt for the next century. This is the "low leverage" advantage Ive been pounding the table on. https://www.ft.com/content/3260bc45-e09e-45a7-ae30-e55effbaf29b https://www.ft.com/content/3260bc45-e09e-45a7-ae30-e55effbaf29b"  
[X Link](https://x.com/accrued_int/status/2021018780009415171)  2026-02-10T00:30Z [----] followers, [---] engagements


"The "death of linear TV" just got an official date: Christmas [----]. 📉📺 Nielsen just dropped the December numbers and they are a tombstone for the cable bundle. Streaming hit a historic 47.5% share of TV usage. But the real story On Christmas Dayfueled by the NFL on Netflix and Primestreaming captured 54% of the glass. The "sports moat" protecting cable is gone. 🧵👇(1/x)"  
[X Link](https://x.com/accrued_int/status/2013721314565988389)  2026-01-20T21:12Z [----] followers, [---] engagements


"The Implications: If you are holding legacy media stocks $NXST $TGNA $PSKY hoping for a mean reversion you are betting against history. Christmas Day proved that if you move the Sports the viewers leave the Bundle immediately. There is no loyalty to the coaxial cable. (3/x)"  
[X Link](https://x.com/accrued_int/status/2013721870038659499)  2026-01-20T21:14Z [----] followers, [---] engagements


"I break down the winners the losers and what this structural collapse means for your portfolio in my latest note. Read here: $NFLX $GOOGL $FOXA $NXST #Streaming #Stocks #Nielsen #YouTube $ROKU $PSKY $FUBO $AMZN https://www.accruedint.com/p/media-stock-insights-from-nielsens-fa4 https://www.accruedint.com/p/media-stock-insights-from-nielsens-fa4"  
[X Link](https://x.com/accrued_int/status/2013722098321981952)  2026-01-20T21:15Z [----] followers, [---] engagements


"@VoltPortfolio Let's talk about that. I addressed that in #2 - the bears are focused on e-commerce rumors. Let me remind you that $META thinks 10% of its revenue comes from ads for scam goods but customers keep using them. A lot of AppLovin rumors stem from people not understanding how adtech industry works. If you have a specific claim on $APP please share it - but this worry is not new. Also AppLovin has specifically addressed this claim before.let me show you the quote (1/2) https://twitter.com/i/web/status/2019451713212629341 https://twitter.com/i/web/status/2019451713212629341"  
[X Link](https://x.com/accrued_int/status/2019451713212629341)  2026-02-05T16:43Z [----] followers, [---] engagements


"I haven been writing about almost every $APP rumor over the last [--] months. Using an adtech platform for money laundering makes no sense. LOL This has been addressed many many times. On the $APP Q2-25 transcript - Adam Foroughi explained the intentional "gating" of the companys new self-serve advertising platform to catch bad actors. "We want to make sure we weed out fraud. We want to make sure that the advertisers that come on are high quality. So were going to go slow to go fast."Q2 [----] Earnings Call. If you believe #AppLovin is doing money laundering then go ahead and short. If the stock"  
[X Link](https://x.com/accrued_int/status/2019458865805332935)  2026-02-05T17:11Z [----] followers, [----] engagements


"Great question - no @HarrieScarlet typically from the end of the quarter (12/31) until when they report (2/12) there is a blackout period where $APP is not allowed to buy shares. It is not a coincidence that so many short attacks and other scares pop up whenever AppLovin can't speak. I say wait until next week. https://twitter.com/i/web/status/2019472102240276725 https://twitter.com/i/web/status/2019472102240276725"  
[X Link](https://x.com/accrued_int/status/2019472102240276725)  2026-02-05T18:04Z [----] followers, [---] engagements


"@Oneccut For #AppLovin consensus EPS for [----] is $14.70 median $13.94 avg and I use @theTIKR for reference. So $APP is trading at almost 25x this year's earnings fully taxed"  
[X Link](https://x.com/accrued_int/status/2019472777523167556)  2026-02-05T18:06Z [----] followers, [---] engagements


"Agreed @Baldvestor. I am not naive about $APP. I do not argue on twitter because only thing that matters is free cash flow. I do not care how long it takes the market to realize #AppLovin fundamentals. I am not giving up on a company growing +25% revenue YoY with amazing free cash flow metrics buying back their own stock. @accrued_int Great breakdown Seems there was a perfect storm combination since the beginning of the year. I suspect the buybacks are going to intensify at these levels. My biggest question is how long will it take the market to realize the behemoth this company is at the"  
[X Link](https://x.com/accrued_int/status/2019474159932457067)  2026-02-05T18:12Z [----] followers, [----] engagements


"In case you missed it - I wrote some thoughts on the $APP decline and why I think the stock is de-risked down here trading at less than 24x [----] EPS. Read below - full post on my website - link in bio 🔗 #AppLovin $APP is down -44% YTD. Lets discuss. The company reports next Wednesday Feb [--] (5:00 PM ET). While I normally wait for the print to publish the noise has gotten loud enough that I want to share some thoughts now. There are plenty of rumors but the sell-off comes down to https://t.co/XihQxTQL0h $APP is down -44% YTD. Lets discuss. The company reports next Wednesday Feb [--] (5:00 PM"  
[X Link](https://x.com/accrued_int/status/2019495174657749045)  2026-02-05T19:35Z [----] followers, [----] engagements


"Good morning. ☕ $APP is waking up a bit in the pre-market trading up to $388. If you missed my note yesterday I broke down why the "AI panic" is totally backward and why the $439 buyback level puts a structural floor under AppLovin. Don't let the noise shake you out. Catch up on the full thesis here: https://twitter.com/i/web/status/2019747256853741907 https://twitter.com/i/web/status/2019747256853741907"  
[X Link](https://x.com/accrued_int/status/2019747256853741907)  2026-02-06T12:17Z [----] followers, [----] engagements


"Huge welcome to the new subscribers who found me through the recent $APP buyback analysis 👋 Its been great discussing the tech thesis with you all. But today I want to talk about the other side of the market: The "Value Traps." Specifically why Im telling investors to stay away from Versant $VSNT. 🧵👇 https://twitter.com/i/web/status/2020137667774558553 https://twitter.com/i/web/status/2020137667774558553"  
[X Link](https://x.com/accrued_int/status/2020137667774558553)  2026-02-07T14:08Z [----] followers, [---] engagements


"I break down the full Bear Case the "Logo Soup" distraction and the specific assets that are actually worth owning (like #CNBC and #GolfNow) in my full deep dive. Read why $VSNT is a pass for now: https://www.accruedint.com/p/is-versant-vsnt-cheap-or-just-cheaply https://www.accruedint.com/p/is-versant-vsnt-cheap-or-just-cheaply"  
[X Link](https://x.com/accrued_int/status/2020138711162249233)  2026-02-07T14:12Z [----] followers, [---] engagements


"THE REACTION: The market hates uncertainty. The short report created an artificial "fear discount" that had nothing to do with the business. With the retraction that fear is gone. $APP shares are up +14% today as investors rush back to the reality: 74% revenue growth and massive free cash flow. #AppLovin https://twitter.com/i/web/status/2020921639115079804 https://twitter.com/i/web/status/2020921639115079804"  
[X Link](https://x.com/accrued_int/status/2020921639115079804)  2026-02-09T18:04Z [----] followers, [----] engagements


"$NXST popped double digits this morning on the "Trump Pump" tweet but it is fading already. 📉 Policy by tweet is not a thesis. The structural issues ("melting ice cube") haven't changed just because the deal got a blessing on Truth Social. Still sticking to my "Underperform" call from PitchMas. Full breakdown in the Note 👇Link in bio 🔗 https://twitter.com/i/web/status/2020943282583257090 https://twitter.com/i/web/status/2020943282583257090"  
[X Link](https://x.com/accrued_int/status/2020943282583257090)  2026-02-09T19:30Z [----] followers, [---] engagements


"$FUBO down -3% and its not a coincidence. YouTube just confirmed the "Sports-Only" skinny bundle is real ($65/mo). This removes Fubos only remaining moat. Just because a stock is down -90% doesn't mean the floor is in. When the structural advantage is gone the price usually follows. Read why Im bearish link in bio 🔗 https://twitter.com/i/web/status/2020954606399000936 https://twitter.com/i/web/status/2020954606399000936"  
[X Link](https://x.com/accrued_int/status/2020954606399000936)  2026-02-09T20:15Z [----] followers, [----] engagements


"HBO Max finally has a U.K. launch date. for March [----]. This delay is the single best argument for a $NFLX + $WBD combo. Why spend billions on a high-friction slow rollout when you can plug the world's best library directly into Netflix's global distribution engine instantly The efficiency gap is widening. Discussion here - see link in bio 🔗 https://twitter.com/i/web/status/2020981033902944378 https://twitter.com/i/web/status/2020981033902944378"  
[X Link](https://x.com/accrued_int/status/2020981033902944378)  2026-02-09T22:00Z [----] followers, [----] engagements


"Everyone is freaking out about Mark Zuckerbergs $135B Capex bill. They are missing the most important chart in tech right now. 🧵👇 While the market worries about "spending" Meta's AI ROI is already showing up in the data. Ad Impression Growth (YoY):Q1 '25: +5% Q2 '25: +11% Q3 '25: +14% Q4 '25: +18% 🚀 This is what happens when you deploy LLMs into a recommendation engine at scale. The platform isn't just getting bigger; it's getting smarter and stickier. The "Capex Shock" is a distraction. The revenue engine is roaring. I break down the full thesis on why I'm keeping my Outperform rating"  
[X Link](https://x.com/accrued_int/status/2021334351904948472)  2026-02-10T21:23Z [----] followers, [---] engagements


"https://www.accruedint.com/p/meta-q4-2025-recap https://www.accruedint.com/p/meta-q4-2025-recap"  
[X Link](https://x.com/accrued_int/status/2021334462789976460)  2026-02-10T21:24Z [----] followers, [---] engagements


"Lets address the elephant in the room. 🐘 $META plans to spend $135 BILLION on Capex in [----]. The market sees this as "waste." I see it as a "moat." By front-loading this capacity Zuckerberg is ensuring Meta is never beholden to another platform (like Apple) again. And the best part You are getting this massive growth engine for a value price. ✅ Revenue Growth: +24% ✅ Operating Margins: 41% ✅ Valuation: 22x [----] Earnings This is the most obvious valuation disconnect in Big Tech. Read my full Q4 Earnings Recap: $META #Earnings #Tech #Valuation"  
[X Link](https://x.com/accrued_int/status/2021366068120281355)  2026-02-10T23:30Z [----] followers, [---] engagements


"Is $META the cheapest stock in the Magnificent [--] 📉 The stock is flat YTD because investors are terrified of the spending guidance. But let's look at the actual fundamentals: [--]. Growth Accelerating: Revenue up +24% YoY. [--]. Guidance Strong: Q1 outlook implies 30% growth. [--]. Losses Peaking: Reality Labs losses expected to peak in [----]. Despite all this the stock trades at just 22x [----] Earnings. If Meta hits the [----] consensus EPS target of $35 and trades at a 25x multiple that is an $875 stock (+30% upside). Full deep dive on Accrued Interest #Investing #StockMarket #Meta $META"  
[X Link](https://x.com/accrued_int/status/2021494413273465077)  2026-02-11T08:00Z [----] followers, [---] engagements


"https://www.accruedint.com/p/meta-q4-2025-recap https://www.accruedint.com/p/meta-q4-2025-recap"  
[X Link](https://x.com/accrued_int/status/2021694682166665588)  2026-02-11T21:15Z [----] followers, [---] engagements


"Validated Bill Ackmans Pershing Square just confirmed $META is now a 10% position in their portfolio. 🎯 This aligns perfectly with my "Meta Q4 [----] Recap" thesis: AI isn't just a buzzword hereit's actively accelerating ad revenue and engagement. When the smart money moves this big you pay attention. Full recap of why Meta is the AI play of [----] below. 👇 #Investing #Meta #PershingSquare #AI https://twitter.com/i/web/status/2021705393727320072 https://twitter.com/i/web/status/2021705393727320072"  
[X Link](https://x.com/accrued_int/status/2021705393727320072)  2026-02-11T21:58Z [----] followers, [---] engagements


"https://www.accruedint.com/p/meta-q4-2025-recap https://www.accruedint.com/p/meta-q4-2025-recap"  
[X Link](https://x.com/accrued_int/status/2021705477466271862)  2026-02-11T21:58Z [----] followers, [---] engagements


"https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs"  
[X Link](https://x.com/accrued_int/status/2021995213070450983)  2026-02-12T17:10Z [----] followers, [---] engagements


"@Jxyhsns your points are factually correct but here is why I use P/E for my argument here. I agree FCF matters the most but it penalizes $META because they are in a heavy investment period (which I support) so I'd rather use P/E multiples that look at normalized earnings. I feel like that is more fair because it somewhat smooths out the capex spike. Anyways I am long both $APP and $META. AppLovin definitely has stronger free cash flow profile and higher growth over the next two years but hard to argue that $META is not the stronger business as they are the [---] lb gorilla. $APP is too cheap"  
[X Link](https://x.com/accrued_int/status/2022015473156526409)  2026-02-12T18:30Z [----] followers, [---] engagements


"$APP buyback signals are screaming CONVICTION. While the market obsesses over "AI fear" I looked at what management is actually doing with their cash. The chart below tells the real story of discipline and value. 👇"  
[X Link](https://x.com/accrued_int/status/2022032086027448732)  2026-02-12T19:36Z [----] followers, [----] engagements


"The Conviction Signal ($602/share) In Q4 $APP management repurchased 800k shares at an average price of $602. They were retiring shares at prices 60% HIGHER than where we trade today. That is a massive vote of confidence in the business. https://twitter.com/i/web/status/2022032294400196697 https://twitter.com/i/web/status/2022032294400196697"  
[X Link](https://x.com/accrued_int/status/2022032294400196697)  2026-02-12T19:37Z [----] followers, [---] engagements


"The Discipline They aren't blind buyers. $APP management is clearly price-sensitive. Q1 (Stock $354): Bought 3.35M shares. Q4 (Stock $602): Bought 0.8M shares. They swing hard when the pitch is perfect and tap the brakes when valuations stretch. https://twitter.com/i/web/status/2022032551087350036 https://twitter.com/i/web/status/2022032551087350036"  
[X Link](https://x.com/accrued_int/status/2022032551087350036)  2026-02-12T19:38Z [----] followers, [---] engagements


"The Setup Now We are back in the mid-$300s. Management has: $3.3B remaining authorization 80% FCF Margins (Q4) If they liked $APP at $602 they have to love it here. I expect the buyback cannon is firing aggressively right now. https://twitter.com/i/web/status/2022032690925449390 https://twitter.com/i/web/status/2022032690925449390"  
[X Link](https://x.com/accrued_int/status/2022032690925449390)  2026-02-12T19:38Z [----] followers, [---] engagements


"@davey_juice @davey_juice thanks really enjoying your work as well. I'm trying to do more analysis in real time since this stock is so timely haha $APP"  
[X Link](https://x.com/accrued_int/status/2022037211416605054)  2026-02-12T19:56Z [----] followers, [---] engagements


"The Cost of the Crown: Why Metas CapEx is "Good" Spend Ive seen a lot of sticker shock over $META's [----] capital expenditures. And looking at the chart below I get it. Spending 36-38% of revenue on CapEx (and higher) is a staggeringly high number for a software/internet business. For context compare this to the AppLovin chart I shared earlier. $APP spends 0.3% of revenue on CapEx. 💵AppLovin is riding the rails. 💵Meta is spending $72 billion a year to build the rails (and the train and the station) haha. So why am I still bullish on $META Because the receipts are in the revenue line. As I"  
[X Link](https://x.com/accrued_int/status/2022045544684605645)  2026-02-12T20:30Z [----] followers, [---] engagements


"Google: The "Quiet" Spender in the AI Arms Race We've talked about AppLovin (capital light) and Meta (capital heavy). But what about the other elephant in the room Looking at the [----] data in the chart below Alphabet ($GOOGL) sits in an interesting middle ground. $META: All-in at 36% of revenue. $GOOGL: Ramping up but sitting at 15% of revenue. While Google's CapEx is rising (hitting 18% in Q4) they haven't compressed their margins to the same extreme degree as Meta. I suspect this is why Meta has seen more severe multiple compression recentlythe market is allergic to that 36% number. Google"  
[X Link](https://x.com/accrued_int/status/2022049319604695513)  2026-02-12T20:45Z [----] followers, [---] engagements


"if you have #FOMO from not buying AppLovin this yr sit back relax and hold the $SPY. $APP is going to be added to the S&P500 either today or next time 🤷♂"  
[X Link](https://x.com/anyuser/status/1865088316179120426)  2024-12-06T17:38Z [----] followers, [----] engagements


"$APP down a little bit in the after hours on not being added to the s&p [---]. I don't care this company is creating value and growing its free cash flow. so index or not it's going higher.#AppLovin"  
[X Link](https://x.com/anyuser/status/1944885215228518905)  2025-07-14T22:22Z [----] followers, [----] engagements


"Look at this $APP comment - "The key difference lies in how much can be profitably spent per channel at that goal. For example while $META might allow for $1000 in daily spend at break-even by day seven $APP could support $10000$15000 under the same conditions." #AppLovin Interview with $U customer on gaming monetization and $U's strategic outlook ( $MSFT $META $APP $AAPL ): - The expert believes the reported performance gains from $U's Vector are likely a short-term optimization rather than evidence of a fundamentally improved product. While https://t.co/v70wkc3nlg Interview with $U customer"  
[X Link](https://x.com/anyuser/status/1947390900348588042)  2025-07-21T20:19Z [----] followers, [----] engagements


"My thoughts are $META has a more global footprint that $APP plus Facebook had almost [--] year head start 😂. So I'm not expecting AppLovin to reach Faacebook-scale overnight. But I think AppLovin is a rare company that can truly grow for a long time at high margin @accrued_int If true why does Meta have so much more ad revenue @accrued_int If true why does Meta have so much more ad revenue"  
[X Link](https://x.com/anyuser/status/1947666363918479393)  2025-07-22T14:33Z [----] followers, [----] engagements


"I'm glad more and more are tweeting about #AppLovin financials now we are past the crazy rumor phase from earlier this year. $APP net income margin of over 60% is higher than so many other companies. Crazy that retail investors have still not bid this up $APP Q2 revenue grew 77% YoY to $1.3B. Net income margin from continuing operations expanded to 61% in Q2 [----] from 42% in Q2 [----]. This operational efficiency is impressive https://t.co/IK3WhUVUIS $APP Q2 revenue grew 77% YoY to $1.3B. Net income margin from continuing operations expanded to 61% in Q2 [----] from 42% in Q2 [----]. This"  
[X Link](https://x.com/anyuser/status/1955621215642763445)  2025-08-13T13:23Z [----] followers, [----] engagements


"Wait is $APP really falling this much just because some insiders decided to take profits I've been looking for any other reason but my guess is some standard insider sales is spoking the market.#AppLovin had the best Q2 call just last week this will pass"  
[X Link](https://x.com/anyuser/status/1956045847432515867)  2025-08-14T17:30Z [----] followers, [----] engagements


"Not the biggest deal at the moment but feels like a rare time that $APP did not overreact lower on not getting added to the S&P [---]. #AppLovin's [----] revenue growth will drive it higher. Glad to see the stock trading a bit more rationally"  
[X Link](https://x.com/anyuser/status/1960339905638261007)  2025-08-26T13:53Z [----] followers, [----] engagements


"AppLovin is looking at $500+ again probably before the end of [----] just remember all the $APP lies and accusations from short sellers that never were honest. Ignore the noise and the fundamentals have it up +50% YTD no pumping needed"  
[X Link](https://x.com/anyuser/status/1961096128750850216)  2025-08-28T15:58Z [----] followers, [----] engagements


"glad more are realizing that $APP models are improving every quarter and that is going to drive more organic revenue growth for #AppLovin @foliotrail The "flywheel" at $APP is real and verifiable. They use the massive first-party data to train their AXON AI engine. A smarter AI leads to better ad monetization for all their developer clients which in turn attracts more developers. https://t.co/nAN1ZCPoK7 The "flywheel" at $APP is real and verifiable. They use the massive first-party data to train their AXON AI engine. A smarter AI leads to better ad monetization for all their developer clients"  
[X Link](https://x.com/anyuser/status/1962871621619704021)  2025-09-02T13:33Z [----] followers, [----] engagements


"AppLovin $APP made new ATHs today so Im resharing my summary notes from 9/11when you still could have invested before the more recent run up. While I did not know the stock was going to run +25% in [--] weeks I have been calling out APP as a stock to buy all year. I expect only bigger and better things in [----]. Subscribe to Accrued Interest for more value research on TMT stocks. 🤑Link in bio 🔗"  
[X Link](https://x.com/anyuser/status/1972858951508131891)  2025-09-30T03:00Z [----] followers, [----] engagements


"Interesting - if $APP is considered a required channel for e-commerce 🛍🛒🎁 advertisers in [----] then an $860 price target for AppLovin is not crazy h/t @LJKawa AppLovin gets new Street-high price target of $860 from BofA who thinks its likely to become a required channel for direct to consumer e-commerce companies https://t.co/k47bMzJdWg $APP https://t.co/4ETkoIM8rw AppLovin gets new Street-high price target of $860 from BofA who thinks its likely to become a required channel for direct to consumer e-commerce companies https://t.co/k47bMzJdWg $APP https://t.co/4ETkoIM8rw"  
[X Link](https://x.com/anyuser/status/1973826252818808905)  2025-10-02T19:03Z [----] followers, [----] engagements


"Your intuition I think is correct @SixSigmaCapital on $APP. I've closely followed every short seller report "scandal" over the last year and it's always 1) scary inneundo 2) nothing to suggest what AppLovin is doing is illegal. 3) stock tanks because momentum investors give up name is silly.then 4) we make new all-time highs [--] months later 🤣. That's been the cycle thus far would others agree So as I mentioned before in this market the dumber the idea the more likely it is to work. So $APP is being looked into by the SEC and is down [---] points right now. In this market that means its an"  
[X Link](https://x.com/anyuser/status/1975328727585144944)  2025-10-06T22:34Z [----] followers, 12.2K engagements


"I'm getting on a flight ✈ but I'm happy with what I read from the $APP Q3 earnings release. The key will be the guidance given on the call but [----] is looking bright. AppLovin upped their share buyback because the asset-light model with 80% EBITDA margins throws off a ton of cash. No change to thesis. Keep it simple stay long the best organic growth story in advertising tech. 🤑🛍🛒💎"  
[X Link](https://x.com/anyuser/status/1986181672195281295)  2025-11-05T21:19Z [----] followers, [----] engagements


"it really is crazy how wildly $APP share price has swung in [--] hr period.going up to $657 in afterhours following strong Q3 to next day get to $585 all just because the market had a tantrum 🙃. 🤣AppLovin's path is ultimately higher but with a lot of volatility 🤑"  
[X Link](https://x.com/anyuser/status/1986859984567542013)  2025-11-07T18:15Z [----] followers, [----] engagements


"Omg it's hilarious $APP may end the day green 🟢🟢🟢LOLL this market is so unserious 🤣🤣🤣 it really is crazy how wildly $APP share price has swung in [--] hr period.going up to $657 in afterhours following strong Q3 to next day get to $585 all just because the market had a tantrum 🙃. 🤣AppLovin's path is ultimately higher but with a lot of volatility 🤑 https://t.co/9comHfs2IT it really is crazy how wildly $APP share price has swung in [--] hr period.going up to $657 in afterhours following strong Q3 to next day get to $585 all just because the market had a tantrum 🙃. 🤣AppLovin's path is"  
[X Link](https://x.com/anyuser/status/1986888579293778229)  2025-11-07T20:08Z [----] followers, [----] engagements


"Resharing from this AM a few thoughts I had about the volatility in $APP stock. Just my [--] cents: 💸1) $APP always sells off due to its high multiple when $META re-rates (both up and down) 💸2) The '26 #Ecommerce revenue will be proof all indications are looking like a big '26/ '27 💸3) Advertisers will still use AppLovin even if there is a consumer slowdown because it is an INCREMENTAL new channel of revenue which lets them diversify away from $META and $GOOG (see #1) 💸4) It is bullish that AppLovin core gaming business has been so strong while ecomm ramps 💸5) Check Twitter during Black"  
[X Link](https://x.com/anyuser/status/1989432447767871982)  2025-11-14T20:37Z [----] followers, [----] engagements


"The "Growth Story" is officially broken. 🚨 In Dec I pitched $FUBO as an Underperform for [----]. Todays earnings confirmed the thesis. 📉 Subs shrinking 📉 Ad rev down -4% 📉 Guidance pulled 📉 Reverse Split announced The startup never found its wings. Full breakdown (1/x) 🧵 https://twitter.com/i/web/status/2019010782646648859 https://twitter.com/i/web/status/2019010782646648859"  
[X Link](https://x.com/accrued_int/status/2019010782646648859)  2026-02-04T11:30Z [----] followers, [---] engagements


"$APP is down -44% YTD. Lets discuss. The company reports next Wednesday Feb [--] (5:00 PM ET). While I normally wait for the print to publish the noise has gotten loud enough that I want to share some thoughts now. There are plenty of rumors but the sell-off comes down to two main narratives: AI Disruption Fears: Renewed anxiety about ad-tech and gaming displacement. E-Commerce "Whispers": Private reports circulating that the Q1 e-commerce launch has been mixed. (Note: These concerns are more legitimate than the salacious short reports from last year but selling before the company actually"  
[X Link](https://x.com/accrued_int/status/2019447261361545678)  2026-02-05T16:25Z [----] followers, 12.2K engagements


"$APP is down -44% YTD. 📉 The narrative right now is that "AI is eating ad-tech" and the e-commerce launch is stalled. I believe the market is wrong about AppLovin. Here is why the panic over Google Genie and "mixed" rumors is creating a massive opportunity for patient investors. A breakdown 🧵👇 https://twitter.com/i/web/status/2019526351351357925 https://twitter.com/i/web/status/2019526351351357925"  
[X Link](https://x.com/accrued_int/status/2019526351351357925)  2026-02-05T21:39Z [----] followers, [----] engagements


"The "Mixed" E-Commerce Rumors Whispers say the $APP rollout is "slow." The Reality: Its a feature not a bug. AppLovin CEO Adam Foroughi was explicit: "We want to weed out fraud. so were going to go slow to go fast." They are deliberately avoiding the $META trap. Quality Speed. (1/x) https://twitter.com/i/web/status/2019526703920607710 https://twitter.com/i/web/status/2019526703920607710"  
[X Link](https://x.com/accrued_int/status/2019526703920607710)  2026-02-05T21:41Z [----] followers, [----] engagements


"The "AI Disruption" Fear (Google Genie) Investors think AI game creation kills ad-tech. Wrong. AppLovin monetizes content. If GenAI makes game creation free/easy More Games More Competition for Attention MORE need for user acquisition $APP. AI is fuel not a threat. (2/x) https://twitter.com/i/web/status/2019527088043176080 https://twitter.com/i/web/status/2019527088043176080"  
[X Link](https://x.com/accrued_int/status/2019527088043176080)  2026-02-05T21:42Z [----] followers, [---] engagements


"3/ Follow the Money 💰 While the $APP market panic sells management is buying. Q3 Buybacks: $571M spent. Avg Price Paid: $439. That is 15% HIGHER than today's price. They just reloaded the authorization with another $3.2B. The AppLovin valuation floor is in"  
[X Link](https://x.com/accrued_int/status/2019527371653566928)  2026-02-05T21:43Z [----] followers, [----] engagements


"The Verdict: $APP has round-tripped back to [--] months ago. It is now trading at 25x '26 earnings with a massive buyback bid underneath it. Don't let the "what ifs" scare you out of the fundamentals. Read my full AppLovin pre-earnings breakdown here: https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs"  
[X Link](https://x.com/accrued_int/status/2019527549144191296)  2026-02-05T21:44Z [----] followers, [---] engagements


"Even if you doubt the $APP bull case you cannot ignore the capital allocation. I did the math so you don't have to: Jan-Sept [----] Buybacks: $2.1 BILLION Avg Price Paid: $376 That is virtually identical to yesterday closing price for AppLovin. (1/2)"  
[X Link](https://x.com/accrued_int/status/2019759676338868265)  2026-02-06T13:06Z [----] followers, [----] engagements


"AppLovin management has made it clear they can dedicate 100% of FCF to buybacks. The lower $APP stock goes the more powerful that cannon becomes. If you are selling here you are betting against a management team that is aggressively retiring shares at this exact price. (2/2) https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs https://www.accruedint.com/p/applovin-app-down-44-ytd-fear-vs"  
[X Link](https://x.com/accrued_int/status/2019759884506452377)  2026-02-06T13:07Z [----] followers, [----] engagements


"🚨 I have covered the markets for a long time but I have almost never seen this. A Short Seller just formally apologized and retracted their research. Over the weekend @CapitalwatchNow issued a "Correction and Apology" regarding their January short report on AppLovin $APP. They didn't just tweak their numbersthey walked back the entire premise of the personal allegations against management. The Retraction: They admitted to "insufficient independent verification" regarding the French court documents and conceded that their evidence linking management to illicit activities was "legally"  
[X Link](https://x.com/accrued_int/status/2020894526676578797)  2026-02-09T16:16Z [----] followers, [----] engagements


"🧵 The rarest sight in finance just happened: A Short Seller apology. Over the weekend the bear case for AppLovin $APP collapsed as @CapitalwatchNow formally retracted their claims. They didn't just tweak their numbersthey walked back the entire premise. Here is what happened and why the stock is ripping +12% today. 👇 https://twitter.com/i/web/status/2020920639570272603 https://twitter.com/i/web/status/2020920639570272603"  
[X Link](https://x.com/accrued_int/status/2020920639570272603)  2026-02-09T18:00Z [----] followers, [----] engagements


"Mama we made it to Yahoo Finance 🥂📈 My latest deep dive on AppLovin $APP was just featured and the timing couldn't be better. Today short-seller Capital Watch officially APOLOGIZED and retracted their allegations against the company. This validates exactly what I wrote: The -44% YTD sell-off was driven by fear and "guilt by association" not fundamentals. The money laundering claims were baseless and now the shorts are walking it back while the stock rips higher. I broke down why this was a massive buying opportunity. Read the full featured article & subscribe for more TMT alpha:"  
[X Link](https://x.com/accrued_int/status/2020950066823864830)  2026-02-09T19:56Z [----] followers, [----] engagements


"The Verge calls it "Survival Mode." I call it the end of the Streaming Wars. ⚔ The $NFLX + $WBD merger has changed the physics of media. Sub-scale players (Paramount+ Peacock) are now fighting for scraps in a winner-take-most market. If you're holding legacy media bags you need to read this. https://www.theverge.com/column/874781/netflix-warner-bros-merger-other-streamers https://www.theverge.com/column/874781/netflix-warner-bros-merger-other-streamers"  
[X Link](https://x.com/accrued_int/status/2021037653148205538)  2026-02-10T01:45Z [----] followers, [---] engagements


"The Meta Disconnect: Why a Growth Giant is Priced Like a Value Stock: The market is hyper-focused on Mark Zuckerbergs $135B Capex guide completely missing the massive ROI already showing up in the data. Despite accelerating revenue growth (+24%) and ad impression growth (+18%) $META stock is trading at just 22x [----] earnings. I believe this is the most obvious valuation disconnect in Big Tech and that $META is poised to significantly outperform the market over the next [----] months as investors realize this infrastructure spending is a moat not waste. Smart money is already positioning for"  
[X Link](https://x.com/accrued_int/status/2021694552625561649)  2026-02-11T21:15Z [----] followers, [---] engagements


"My $META long thesis is officially featured on Yahoo Finance 🚀 Find the Accrued Interest Q4 analysis under "Featured Community Analysis"live on desktop and for iOS users on mobile. The Bull Case: 🔹 AI Monetization: Driving double-digit ad growth + higher pricing. 🔹 Revenue Dominance: On track to potentially surpass Google Search ad rev by Q2 '26. 🔹 Discipline: Heavy AI spend is balanced by strict margin guardrails. Full breakdown on Yahoo Finance 📈 https://twitter.com/i/web/status/2021921395609919520 https://twitter.com/i/web/status/2021921395609919520"  
[X Link](https://x.com/accrued_int/status/2021921395609919520)  2026-02-12T12:16Z [----] followers, [---] engagements


"AppLovin $APP: The Buyback Signal Hidden in the Q4 Print While the market obsesses over "AI disruption" fears and compresses the multiple Ive been updating my models to see what management is actually doing with their cash. The chart below tells a story of both conviction and discipline. Here is what we learned from the Q4 financials regarding the buyback machine: [--]. The Conviction Signal ($602/share) In Q4 management repurchased 800k shares at an average price of $602. Let that sink in. Just a few months ago insiders were retiring shares at prices 60% higher than where the stock trades today"  
[X Link](https://x.com/accrued_int/status/2022031668400275467)  2026-02-12T19:34Z [----] followers, [----] engagements


"The $APP Cash Machine 💸 Because AppLovin does not have massive infrastructure costs that revenue flows straight to the bottom line. FCF Margins exploded in 2025: Q1: 56% Q2: 61% Q3: 75% Q4: 79% This is an elite level of efficiency that the market is completely mispricing. https://twitter.com/i/web/status/2022341090968313883 https://twitter.com/i/web/status/2022341090968313883"  
[X Link](https://x.com/accrued_int/status/2022341090968313883)  2026-02-13T16:04Z [----] followers, [---] engagements


"The "Conviction" Buyback Signal 🐂 $APP Management isn't just talking; they are buying. In Q4 they repurchased 800k shares at an average price of $602. AppLovin was buying hand-over-fist at $600+. Today you can buy the same shares for under $370. https://twitter.com/i/web/status/2022341308774240441 https://twitter.com/i/web/status/2022341308774240441"  
[X Link](https://x.com/accrued_int/status/2022341308774240441)  2026-02-13T16:05Z [----] followers, [---] engagements


"Conclusion We are seeing a massive disconnect between price and $APP fundamentals. Revenue: Beating 📈 Margins: Expanding 💰 Buybacks: Aggressive 🔙 As AppLovin CEO Adam Foroughi said: "If the market chooses to price our stock based on fear. we'll stay focused on execution." https://twitter.com/i/web/status/2022341900611494204 https://twitter.com/i/web/status/2022341900611494204"  
[X Link](https://x.com/accrued_int/status/2022341900611494204)  2026-02-13T16:07Z [----] followers, [---] engagements


"$APP is getting thrown out with the Big Tech bathwater but the market is missing a massive structural difference: Capital Intensity. While Big Tech is incinerating cash to build the AI infrastructure AppLovin is simply riding the rails. I did the math on [----] CapEx Intensity (CapEx / Revenue): $META: 36% $GOOGL: 15% $APP: 0.3% (yes less than 1%) AppLovin is the asset-light way to play the AI super-cycle. They get the growth without the bill. Subscribe at link in bio - I will put all this together in my deep dive later. https://twitter.com/i/web/status/2022035107951833235"  
[X Link](https://x.com/accrued_int/status/2022035107951833235)  2026-02-12T19:48Z [----] followers, 11.9K engagements


"For those who want to see the receipts on the $APP math 🧾 Here is the exact quarter-by-quarter breakdown I used for the calculation. You can actually see the capital efficiency scaling in real-time. By Q4 CapEx was effectively a rounding error (0.1%) against $1.66B in revenue. This is what "Capital Light" looks like in a spreadsheet. 👇 $APP is getting thrown out with the Big Tech bathwater but the market is missing a massive structural difference: Capital Intensity. While Big Tech is incinerating cash to build the AI infrastructure AppLovin is simply riding the rails. I did the math on 2025"  
[X Link](https://x.com/accrued_int/status/2022041770318549268)  2026-02-12T20:15Z [----] followers, [----] engagements


"📉 AppLovin $APP is down 40% despite a "beat and raise" Q4. Is the growth story broken No. The market is obsessing over "AI Fear" while ignoring the "Cash Machine." Here is why the sell-off is a gift for value investors. 🧵"  
[X Link](https://x.com/accrued_int/status/2022340537458500070)  2026-02-13T16:02Z [----] followers, [----] engagements


"The "Capital Light" Miracle 🚂 Everyone is worried about Big Tech Al CapEx. But $APP isnt building the tracks; they are riding the train. [----] CapEx Intensity (% of Rev): 🏗 $META: 36% 🏗 $GOOGL: 15% 🚀 AppLovin: 0.3% They get the AI growth without the bill. https://twitter.com/i/web/status/2022340804979691769 https://twitter.com/i/web/status/2022340804979691769"  
[X Link](https://x.com/accrued_int/status/2022340804979691769)  2026-02-13T16:03Z [----] followers, [---] engagements


"The "Meta Ceiling" Fear 👻 The market is compressing ad-tech multiples because $META is trading at 22x [----] earnings. AppLovin is at 25x. The fear "Why pay a premium for $APP" The reality $APP is growing faster with higher FCF margins and a massive buyback tailwind. https://twitter.com/i/web/status/2022341564454912179 https://twitter.com/i/web/status/2022341564454912179"  
[X Link](https://x.com/accrued_int/status/2022341564454912179)  2026-02-13T16:06Z [----] followers, [---] engagements


"The Hidden AppLovin AI Upside 🤖 Its not just about ads; its about creation. $APP is piloting GenAI tools to auto-generate ad creatives for customers. +1 Lower friction = More advertisers = Higher bid density = Bigger Pie. https://twitter.com/i/web/status/2022341725369303312 https://twitter.com/i/web/status/2022341725369303312"  
[X Link](https://x.com/accrued_int/status/2022341725369303312)  2026-02-13T16:06Z [----] followers, [---] engagements


"I break down the full Q4 earnings the e-commerce rollout and the valuation math in my latest newsletter. Read the full "Cash Machine" thesis here: 🔗 $APP #AppLovin #Earnings #Stocks #ValueInvesting https://www.accruedint.com/p/applovin-app-q4-25-earnings-review https://www.accruedint.com/p/applovin-app-q4-25-earnings-review"  
[X Link](https://x.com/accrued_int/status/2022342011320406287)  2026-02-13T16:08Z [----] followers, [---] engagements

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