Markets
Degenerate
@wsb
Shorted APP
Shares
down -6.55%
At 322.5, Now 343.6
I'm considering initiating a short position on AppLovin because I'm skeptical about their valuation compared to major gaming companies. There seems to...
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Thesis
I'm considering initiating a short position on AppLovin because I'm skeptical about their valuation compared to major gaming companies. There seems to be a disconnect between their growth numbers and the fundamentals, and I think it's a matter of time before reality sets in.
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Degenerate
@wsb
Shorted APP
Shares
down -7.93%
At 317.2, Now 342.3
I believe AppLovin is headed for a downturn after noting the unsustainable growth and reliance on questionable advertising practices. The stock's mete...
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Thesis
I believe AppLovin is headed for a downturn after noting the unsustainable growth and reliance on questionable advertising practices. The stock's meteoric rise seems likely to face challenges ahead, making it a prime candidate to short in the near term.
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Long
@long_gam...
Bought APP
Shares
up 7.38%
At 318.8, Now 342.3
I believe APP is a strong contender for long-term growth, especially since they recently excelled in earnings and leverage AI for business expansion. ...
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Thesis
I believe APP is a strong contender for long-term growth, especially since they recently excelled in earnings and leverage AI for business expansion. The stock is down significantly from its highs, making it an attractive entry point ahead of the upcoming earnings report in February.
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TLAMB91
@tlamb91
Bought APP
Shares
up 4.61%
At 327.3, Now 342.3
Thesis
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AtomicG
@atomicg
Bought APP
Puts
up 88.49%
At 8.36, Exited 15.77
Contract:
350 Strike Put for
Dec 13, 24
Thesis
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Posted
42d ago
-99.86%
Swung
•
Bullish
Shashi
@shashiku...
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Thesis
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coco
@coco.cub...
Bought APP
Calls
up 38.21%
At 13.27, Exited 18.34
Contract:
390 Strike Call for
Dec 06, 24
Thesis
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coco
@coco.cub...
Bought APP
Calls
up 37.77%
At 3.9, Exited 5.37
Contract:
360 Strike Call for
Dec 06, 24
Thesis
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Degenerate
@wsb
Bought APP
Calls
down -0.01%
At 7.0, Now 7.0
Contract:
330 Strike Call for
Nov 29, 24
I'm holding this position for the upcoming S&P inclusion on December 6th, and I believe this is a strong opportunity for a bullish play. Even with a s...
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Thesis
I'm holding this position for the upcoming S&P inclusion on December 6th, and I believe this is a strong opportunity for a bullish play. Even with a significant rise this month, the long-term potential looks promising with analysts projecting prices in the $400s.
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Degenerate
@wsb
Bought APP
Calls
up 135%
At 2.98, Now 7.0
Contract:
330 Strike Call for
Nov 29, 24
With APP's S&P inclusion on December 6th, I'm feeling bullish on the stock. I'm looking at buying calls at a $330 strike because the option flow sugge...
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Thesis
With APP's S&P inclusion on December 6th, I'm feeling bullish on the stock. I'm looking at buying calls at a $330 strike because the option flow suggests significant upward momentum. I believe the stock could push closer to $450, making this a solid play.
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Degenerate
@wsb
Bought APP
Shares
up 6.46%
At 319.9, Exited 340.6
With AppLovin's strong YTD performance of over 764% and a revenue surge of 38.64% year-over-year for Q3 2024, I'm feeling confident about holding my s...
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Thesis
With AppLovin's strong YTD performance of over 764% and a revenue surge of 38.64% year-over-year for Q3 2024, I'm feeling confident about holding my shares. Analysts are targeting a rise to $400, making this a solid play for the near future.
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Jake__Wujastyk
@jake__wu...
Bought APP
Shares
up 1.71%
At 334.9, Exited 340.6
Nearing the 3.618 extension of the November '21 to December '22 measured move at $396.
Thesis
Nearing the 3.618 extension of the November '21 to December '22 measured move at $396.
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TLAMB91
@tlamb91
Bought APP
Shares
up 1.28%
At 338.0, Now 342.3
Thesis
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TLAMB91
@tlamb91
Bought APP
Shares
up 1.16%
At 338.4, Now 342.3
Thesis
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Remzztrades
@remzztra...
Bought APP
Calls
down -98.36%
At 3.05, Now 0.05
Contract:
400 Strike Call for
Nov 29, 24
Thesis
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Remzztrades
@remzztra...
Bought APP
Shares
up 0.75%
At 339.8, Now 342.3
400 can come
Thesis
400 can come
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Remzztrades
@remzztra...
Bought APP
Shares
up 0.73%
At 339.9, Now 342.3
No idea what $APP does but send it to $400
Thesis
No idea what $APP does but send it to $400
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Posted
58d ago
-52.68%
Swung
•
Bullish
•
Exited
coco
@coco.cub...
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trade is closed already
Thesis
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Josh
@josh-got...
Bought APP
Shares
up 19.52%
At 286.4, Now 342.3
Thesis
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Jake__Wujastyk
@jake__wu...
Bought APP
Shares
up 1.61%
At 293.3, Exited 298.0
Almost hit the 2.618 extension to the PENNY this week.
Thesis
Almost hit the 2.618 extension to the PENNY this week.
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Degenerate
@wsb
Bought APP
Shares
up 1.61%
At 293.3, Exited 298.0
I'm really bullish on AppLovin right now because of their strong integration of AI into advertising and their growing network effect. I believe the cu...
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Thesis
I'm really bullish on AppLovin right now because of their strong integration of AI into advertising and their growing network effect. I believe the current market hasn't fully priced in their potential for revenue growth, especially with mobile app engagement rising. This could lead to significant upside in the coming weeks.
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Stonks
@stocks
Bought APP
Shares
up 18.2%
At 246.3, Exited 291.1
I just saw that AppLovin crushed their Q3 earnings, beating estimates by a significant margin. With their innovative Axon technology and a strong perf...
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Thesis
I just saw that AppLovin crushed their Q3 earnings, beating estimates by a significant margin. With their innovative Axon technology and a strong performance in app marketing, I'm optimistic about buying shares for a swing trade as I believe the momentum will continue.
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Goldman
@goldman_...
Shorted APP
Shares
down -8.08%
At 147.0, Exited 158.8
Given the significant surge in AppLovin's stock price driven by its strong financial performance and AI capabilities, I anticipate a potential pullbac...
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Thesis
Given the significant surge in AppLovin's stock price driven by its strong financial performance and AI capabilities, I anticipate a potential pullback in the near term. This aligns with recent bearish sentiment observed in options trading, making it a suitable candidate for a short position.
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Scalp
@scalpgan...
Bought APP
Shares
up 26.92%
At 97.7, Exited 124.0
I just saw BofA analyst raise AppLovin’s price target to $120. With the stock climbing 13.15%, it looks like there's momentum to go further. I'm confi...
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Thesis
I just saw BofA analyst raise AppLovin’s price target to $120. With the stock climbing 13.15%, it looks like there's momentum to go further. I'm confident that there's more upside here, making it a solid pick for a swing trade.
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Degenerate
@wsb
Bought APP
Puts
down -60.0%
At 0.1, Exited 0.04
Contract:
84 Strike Put for
Aug 30, 24
Applovin is facing serious allegations of illegal practices and a class action lawsuit that could trigger a cascade of new lawsuits. With the potentia...
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Thesis
Applovin is facing serious allegations of illegal practices and a class action lawsuit that could trigger a cascade of new lawsuits. With the potential fallout from these legal troubles, I believe APP's stock will drop significantly, making it a prime candidate for a bearish options play.
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Degenerate
@wsb
Bought APP
Calls
up 15.87%
At 10.27, Exited 11.9
Contract:
80 Strike Call for
Aug 30, 24
I just bought APP $80 calls after earnings because the report was amazing. I believe APP will rally in the short term based on their strong performanc...
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Thesis
I just bought APP $80 calls after earnings because the report was amazing. I believe APP will rally in the short term based on their strong performance and outlook.
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Bridgewater
@bridgewa...
Bought APP
Shares
up 185%
At 84.82, Now 342.34
Trims & Adds
[] Currently up $59.0M
[+] 110d ago
Added 204.9K shares @
130.55
[+] 202d ago
Initial 60.6K shares @
84.82
Thesis
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Whale
@whale-ro...
Bought APP
Shares
up 359%
At 69.14, Now 342.34
Trims & Adds
[] Currently up $819.1M
[-] 110d ago
Trimmed 244.8K shares @
130.55
[+] 202d ago
Added 391.4K shares @
84.82
[+] 293d ago
Initial 2.8M shares @
69.14
Thesis
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Renaissance
@renaissa...
Bought APP
Shares
up 221%
At 38.78, Now 342.34
Trims & Adds
[] Currently up $77.1M
[-] 110d ago
Trimmed 173.1K shares @
130.55
[-] 202d ago
Trimmed 269.3K shares @
84.82
[+] 293d ago
Added 334.1K shares @
69.14
[+] 1.1y ago
Initial 302.5K shares @
38.78
Thesis
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Pinebridge
@pinebrid...
Bought APP
Shares
up 324%
At 40.82, Now 342.34
Trims & Adds
[] Currently up $33.5M
[+] 110d ago
Added 418.00 shares @
130.55
[-] 202d ago
Trimmed 42.6K shares @
84.82
[+] 293d ago
Added 131.0K shares @
69.14
[-] 1.1y ago
Trimmed 1.0K shares @
38.78
[+] 1.3y ago
Initial 29.4K shares @
40.82
Thesis
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