yamaz

Mostly reading only twitter user; Enjoying playing tennis and a bit of cycling.

[yamaz @katsu555]

@anders_aslund 100%!

[yamaz @katsu555]

@beauty_oe JFYI. I asked Grok to predict $APP stock price in Year 2036 using mehtapraful123’s distinguished methodology.

Bear case: $2,738(Rev.$31B)
Assuming Rev/impression:2%, Max CAGR 12%,

Base case: $8,187(Rev.$94B)
Assuming 3%&20%

Bull case: $20,524(Rev.$234B)
Assuming 5%&25%

[yamaz @katsu555]

@mikebid @AppLovin Cannes Lions (officially the Cannes Lions International Festival of Creativity) is the world's most prestigious annual awards and festival for the advertising, marketing, and creative communications industries. Widely regarded as the "Oscars of advertising," ….

[yamaz @katsu555]

@qualtrim Very useful and relevant CAGRs for $APP as well IMHO.

[yamaz @katsu555]

@AnnaFromUA_YT Slava Ukraini !

Attached picture is a copy of Picaso’s Guernica size one drawn by Ukrainian kids. I saw the picture in Japan in March 2022.

[yamaz @katsu555]

@CapexAndChill Fantastic! Performance marketing at its finest.

[yamaz @katsu555]

@stockpickerspb Thanks for your posts as always. As for Jefferies Nasdaq Seminar, I am more aligned with Mehtapraful123’s take.

According to Gemini’s reply, Shopify customer number will globally double in 2036, so it will hopefully work favorably for the $APP bottome line in 2036.

[yamaz @katsu555]

@mehtapraful123 💯　Most appropriate comment at this time!

[yamaz @katsu555]

@achilleas_ghost While Finland easily exceeds the EU and OECD averages, it actually has one of the lower life expectancies among its immediate neighbors. Finland generally tracks behind Sweden (approx. 84.1 years) and Norway (approx. 83.3 years).

[yamaz @katsu555]

@_OliverVenture JFYI. I asked Grok to predict $APP stock price in Year 2036 using mehtapraful123’s distinguished methodology.

Bear case: $2,738(Rev.$31B)
Assuming Rev/impression:2%, Max CAGR 12%,

Base case: $8,187(Rev.$94B)
Assuming 3%&20%

Bull case: $20,524(Rev.$234B)
Assuming 5%&25%

[yamaz @katsu555]

@ariaradnia (Hopefully) it will turn out to be one your best strategic moves in 2026 when you look back at the End of 2036.

[yamaz @katsu555]

@rubicon59 Innovator’s Dilemma?

[yamaz @katsu555]

@rubicon59 @ariaradnia 2024 10K
Business section
page3

Reach and attract users at scale: We provide advertisers with access to approximately 1.6 billion daily active users

No mention of DAUs in 2025 10K

[yamaz @katsu555]

@rubicon59 @ariaradnia I saw 1.6B number in one of their SEC filings.

[yamaz @katsu555]

@BagholderIQ Belatedly I learned from Capex and Chill’s posting yesterday that AppLoving has a company wide target of achieving 5% CVR. So based on the reputed execution capability of Adam, I am glad that I can dream of getting good bull case results by the end of 2036.

[yamaz @katsu555]

@BagholderIQ JFYI. I asked Grok to predict $APP stock price in Year 2036 using mehtapraful123’s distinguished methodology.

Bear case: $2,738(Rev.$31B)
Assuming Rev/impression:2%, Max CAGR 12%,

Base case: $8,187(Rev.$94B)
Assuming 3%&20%
Bull case: $20,524(Rev.$234B)
Assuming 5%&25%

[yamaz @katsu555]

@CapexAndChill Wow! An excellent comment! 5% may be an initial key number to be targeted for Year 2036.

[yamaz @katsu555]

@ariaradnia @Marketbeating20 You mean top out?

[yamaz @katsu555]

@ReneSellmann Think $AAPL in June 2005, when Steve Jobs made a graduation speech at Stanford. Adam has just made a graduation speech at Berkeley, albeit at Haas Business School. Since 2005, $AAPL recorded 150~300X.

[yamaz @katsu555]

@MasuzoeYoichi 日本のマスコミも同様ですが、FOX Newsは信用に値するのでしょうか？