Tom X

[Tom X @TomX2017]

@hanak0103 🤣😜

[Tom X @TomX2017]

@IsolatedPlay_ Is this Liam rosenior's burner account?

[Tom X @TomX2017]

@TheBorisBecker @ChelseaRosenior @premierleague I think deep down we all know the answer. The job came too soon for him and he needs to go right away. It's clear the players don't believe in him and his methods so a change right away is probably the best option.

[Tom X @TomX2017]

@GuillemBalague Or maybe English clubs are forced to give equal importance to the premier league because a) it's extremely competitive and b) one needs to finish in top 4/5 to compete in the CL next year. Top clubs in Europe don't have the same problem and can hence prioritize the CL.

[Tom X @TomX2017]

9/10
Verdict:
AI tools like Claude can build test versions of ad optimizers or help explain the space.
They can't truly copy or disrupt AppLovin's advantage in the near future. Massive scale + private data + full control = strong protection in advertising.

[Tom X @TomX2017]

$app I asked Grok "Is "Claude code" or any AI likely to copy & disrupt AppLovin's tech + business? "

The answer was interesting

Answer below ⬇️

[Tom X @TomX2017]

8/10
Bottom line (Feb 2026):
AppLovin is a high-profit AI ad platform that's expanding quickly. Writing the code is easy. The self-improving data cycle, huge scale, patents, & locked-in users? Hard to copy anytime soon. The advantage grows daily.

[Tom X @TomX2017]

7/10
Analysts call $APP one of the few stocks "AI can't easily beat" thanks to owning the full system + data that improves itself over time.
Even big companies try to catch up but fall behind.

[Tom X @TomX2017]

6/10
2. Scale & setup — Handling millions of ad auctions per second with super-fast timing needs huge custom systems.
Patents & legal protections — Hundreds cover the AI + ad tech mix.
User lock-in — App makers & advertisers stay because switching hurts results right away.

[Tom X @TomX2017]

5/10
Can AI like Claude code something similar?
Yes—it can write basic AI bidding code quickly using free tools & made-up data.
But it fails to disrupt because:
Data advantage is enormous — No one else has AppLovin's private user & app data from 1.4B+ daily users.

[Tom X @TomX2017]

4/10 Huge scale that new competitors can't match:
Over 1.4 billion daily active users (people using apps each day)
15 billion+ ad requests per day
2.5–3.5 petabytes of data processed daily (massive storage)
New players start with almost no data. The cycle spins faster every day.

[Tom X @TomX2017]

$app 3/10 The real advantage isn't just the code—it's a self-reinforcing cycle: more use → more data → smarter AXON → better results for advertisers & app owners → even more use. Built up over 10+ years.They control the full chain: mediation tools, tracking, & ad matching.

[Tom X @TomX2017]

2/10 AXON basics:
- Uses advanced AI (deep learning + self-improving loops) to predict in real time how valuable a user will be long-term & how much ad money returns (ROAS = Return on Ad Spend).
-Handles privacy changes ( no tracking IDs) with short-term signals.
-500+ patents.

[Tom X @TomX2017]

1/10

$APP is an AI-powered ad company with 80%+ profit margins, growing into online shopping & TV ads. Core tech = AXON 2.0 — handles 500 million+ data points/sec & billions of ad auctions daily.

Basic copy? Maybe. Real disruption? Very unlikely.

[Tom X @TomX2017]

@summeryue0 Just when I thought I found a solution to clear my 23000 unread emails 😂

[Tom X @TomX2017]

$app Looks like applovin just got it mojo back. Onwards and upwards 🚀🚀

[Tom X @TomX2017]

@Nietschecapital No saw the article in my ibkr feed

[Tom X @TomX2017]

$app More good news....
Capitalwatch has now recanted the entire report, the publisher told Barron's, adding that it would issue "no more news updates" about AppLovin. It had told Barron's earlier in the week that more "explosive reports" about AppLovin were in the pipeline.

[Tom X @TomX2017]

@grok please do a DCF valuation of $app based on their latest Q4 2025 earnings. What per share value do you get ?

[Tom X @TomX2017]

$app this price action is not new, maybe to crush the call options but don't forget tomorrow the analyst upgrades will start pouring in and you will see the price going where it needs to be.