💰 The trick to generating incrementality on AppLovin is creative testing. We have a boutique subscription brand that has spent $2.8 million YTD on AppLovin ads. It's 25% of their mix, 86% of conversions are new customers. They're getting a better 1-day click ROAS than FB.

Say hello to Prime, now streaming in Germany! 🇩🇪 We’ve teamed up with Prime Video DE to launch a new Live TV channel delivering premium entertainment to audiences across the country: businesswire.com/news/home/2025… Through our Global #FAST Pass solution, we’re helping streamers like

Congrats to our partners at Roku on a successful quarter! 🎉 We’re proud to be part of your continued growth, helping drive incremental demand and ad revenue. Here’s to building a better streaming ecosystem for publishers and advertisers alike. 🚀 🔗 ow.ly/BTHq50WzGXw

Delightful vendor briefing today with Wurl's Tori Owens, Principal Manager, Global Communications, and Kelsey Duska, Director of Product Marketing. They've come up with AI-based emotional targeting and found matching the emotional content of a video ad with its message greatly

$APP Applovin is one of the few businesses that shouldn't be impacted by tariffs and inflation inshaAllah. Adam on Q1 2025 earnings call - "It is absolutely possible some of the merchants we do work with will have their businesses impacted by tariffs. However, with such low

$APP Beautiful close above the S/R flip and weekly 9 EMA. If it holds the support, there should be a quick reversal back to 445 inshaAllah.

It's a massive deal that Walmart is moving off the Tradedesk as its DSP infrastructure. This article suggests that Walmart will shop around its 1P data to other DSPs, but I don't believe that will occur. Walmart will surely build its own DSP. The foundations of that Walmart

$APP If Herald was selling today, he should be out of all his shares. Should lift some pressure off the stock InshaAllah. #Applovin

$IREN Played out perfectly and now we're back to $19. This should be the start of the next leg up inshaAllah.

$APP with a beautiful hammer candle on the 2h today right above the S/R flip. Volume decreasing all week and MACD curling up. It should consolidate and resume its climb from here inshaAllah.

$IREN Off to a great start! MashaAllah

$APP Another perspective - Inverse head and shoulders breakout and retest at lower volume on the weekly.

$APP Applovin break out, retest and follow through on the hourly bull flag. Beautiful, mashaAllah.

$PSIX Test and bounce off the lower boundary of broadening tops formation. It should run, inshaAllah.

$PSIX Another perspective. We're at spring inshaAllah.

Applovin should acquire Snap and make it a performance marketing machine at scale. $APP $SNAP

Interesting case study on Applovin iROAS - "With accurate, experiment-based measurement, AppLovin is no longer a mystery in Immi’s marketing mix — it’s a high-impact, scalable channel with a proven role in driving omnichannel sales efficiently." $APP workmagic.io/case-study/imm…

$APP Beautiful hammer on the weekly. Perfectly following the trend - can it get any more pretty? ATH soon inshaAllah.

$APP Still a very small percentage of their holding. If they really wanted to milk the company on the way down, they'd do it with SBC. Their SBC as percentage of revenue is the lowest in the industry and that says something. Also, this guy has historically been wrong on Applovin.