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AppLovin Fell 38% — Broken Thesis or Buying Opportunity? (APP Stock Deep Dive)
AppLovin (APP) stock fell 38% after earnings — but is the digital advertising thesis actually broken, or is this a buying opportunity?
Shares dropped roughly 38% after AppLovin's latest report, and investors are asking whether the mobile-ad-turned-AI-advertising company can keep growing into its valuation. In this episode, we map the entire digital ad supply chain, from the walled gardens (Google, Meta, Amazon) that control roughly two-thirds of digital ad spend, down to the demand-side and supply-side platforms competing around them.
We trace AppLovin's path from a 2012 mobile-game…
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