Is the market mispricing this cash machine?
This infographic breaks down the post-earnings battle:
🐂 Bulls (Score 4.1): Elite fundamentals. $1.4B EBITDA, massive buybacks & AI moat.
🐻 Bears (Score 3.1): Valuation fears, intensifying competition & sentiment.
Fundamentals vs. Fear. Who wins? 👇
@Tiger_comments @TigerObserver @TigerPicks @TigerStars @Daily_Discussion @Tiger_Earnings
# Software-mageddon: Is the Dip in AppLovin and Palantir a Buy?
Modify on 2026-02-16 16:42
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- Shernice軒嬣 2000·08:36Main concern now is AI disruption in adtech, especially in mobile gaming and in-app ads which is AppLovin’s core biz. Investors worry rapid AI improvements could reduce their advantage in ad optimization. Bigger players like Meta and Google, plus newer entrants like CloudX, could pressure margins or bypass platforms like AppLovin.1Report