TT

Not your typical investor. Beyond investing: art devotee. Dedicated to growth and living fully — while open to a meaningful partnership

[TT @ttisme2025]

@gillderous Where is the bottom

[TT @ttisme2025]

@MollySOShea Was this interview done recently?

[TT @ttisme2025]

@Willto1mill Up or down?

[TT @ttisme2025]

@BetterDays47 Soon it will be back to 400

[TT @ttisme2025]

@SchwartzFinance @BabySharkRV smart

[TT @ttisme2025]

@JonahLupton @WisemanCap Price targets were cut, but the long-term thesis largely wasn’t.

The recurring theme:

Not structural.
Temporary execution/timing issue.
Wait for Q3 confirmation.

Wall Street isn’t saying AppLovin is broken. It’s saying: “Prove it in Q3.”

[TT @ttisme2025]

@JMarketMogul true

[TT @ttisme2025]

@HyungsokAhn $APP announced SEC inquiry has been resolved without any recommended action. One risk here seems to have been completely resolved.

The SEC has recently advised us that it concluded its inquiry with no recommended action. We're pleased to have it resolved." - Matt Stumpf, CFO

[TT @ttisme2025]

$APP announced SEC inquiry has been resolved without any recommended action.

"The SEC has recently advised us that it concluded its inquiry with no recommended action. We're pleased to have it resolved." - Matt Stumpf, CFO

[MountainTimeInvestor @MtnTimeInvestor]

$APP announced SEC inquiry has been resolved without any recommended action. One risk here seems to have been completely resolved.

"Before I turn to our outlook, we continue to get questions on the reported SEC inquiry. So let me close the loop. It was a voluntary request which we never deemed material. The SEC has recently advised us that it concluded its inquiry with no recommended action. We're pleased to have it resolved." - Matt Stumpf, CFO

https://t.co/e2nzJi4T1n

[TT @ttisme2025]

@OnclePennybags Because APP should not have been identified as software at all.

[TT @ttisme2025]

@wealthmatica @AlphaCapital82 no

[TT @ttisme2025]

@GiraffeNoExist @taobanker what’s your insights on coin? It has been sinking

[TT @ttisme2025]

@roanokecap Hang in there until earnings - 5/6

[TT @ttisme2025]

@Ad_Quant Was it because of APP?

[TT @ttisme2025]

@dogballcapital Software sell off.

[TT @ttisme2025]

@BankTheTrade True

[TT @ttisme2025]

@Ad_Quant Ge is great! Genius

[TT @ttisme2025]

@DeStocksCap Isn’t earning on 5/13? Vs 5/6

[TT @ttisme2025]

@estrogenstrong Great job$APP