$APP excited to see what it is this time. Don’t think theres ever been an exec team better at running a business while being horrible at protecting shareholders value. It’s impressive.

$APP The cloudx narrative might be the stupidest one of all. The only thing that matters now is data moat which is something neither cloudx nor any upstart competitor can ever hope to replicate. Of course the moat is intact and is in fact strenghtening by the day.

$APP | Edgewater Research 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐀𝐩𝐩𝐋𝐨𝐯𝐢𝐧 𝐂𝐨𝐫𝐩 to 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦

My favorite part of this job isn't helping the biggest brands. It's helping founders like Lorenzo. Self-funded. Zero employees. An Italian founder with nothing but grit and conviction. He started on @AxonAdsManager 5 weeks ago. Stories like this remind me why I do what I do.

RT @desi_2802: Cada vez Rafael Jodar me surpreende mais. Tadinha da menininha 🥹

Being good means being right just once for all the marbles.

$APP And so it was

$APP '$1,100 bull case in play' - Morgan Stanley APP can sustain above-market growth by continuing to expand its conversion rate, as ~99% of its ads still do not generate a conversion There is a 10x conversion rate gap between APP and market leaders, which implies significant headroom to expand Improvements would stem from APP’s scale/data advantages, continued mix shift into non-endemic ads, and lower repeat rates APP’s conversion rate has expanded 30bp over the last 18 months and we estimate that each additional 10bps would drive 17 points of net revenue growth If APP maintains 20bp of annual conversion rate expansion it could see revenue/ EBITDA ~50% above consensus by ’30 and put our $1,100 bull case valuation in play.

BREAKING NEWS: Mobile gaming traffic is incremental.

Ready to start advertising on Axon? We're hosting a free live training on May 28th at 1PM EST. We'll cover campaign setup, winning creative formats, and real case studies. Everything you need to hit the ground running. Register here: luma.com/30bpjzmi

$APP feels like tomorrows the day

Hope it’s clear that this is because $META CANNOT compete in $APP’s arena, not because they don’t want to

And the referral link for those who want to try it. Full transparency, referrals are incentivized Get $5 when you join Gist | Referral code: QGNN7D Hey! I've been trying out Gist (it's still in early beta). You'll get $5 when you complete a few quick steps. To get started: 1. Download Gist from the App Store 2. Enter my referral code when signing up 3. Complete 3 simple tasks in the app Takes about 10–15 mins to explore. app.gist.com?referral_code=Q…

Mobile games are the most slept-on acquisition channel in DTC. @AxonAdsManager just proved it. A GLP-1 customer saw a tiny couscous ad inside Words With Friends, watched the whole clip, and bought, because the product solves the nausea-and-protein problem the meds create. 1 billion people play mobile games daily. 35-second average watch time. That's not "just kids." We're in a GLP-1 economy. Axon is how you get your offer in front of it.

Yesterday, Adam gave the commencement speech at UC Berkeley's Haas School of Business, where he graduated 24 years ago. He talked about graduating with no job, getting kicked out of his parents' house, and finding his way into advertising by accident. But the part that stuck was this: when Adam was four, his parents uprooted everything. They gave up their home, community, and careers, moving the family across the country so he could have a shot. His dad gave up a company he founded to make it happen. That sacrifice stayed with him. It gave him a chip on his shoulder that he says never really went away. A few things he left the class of 2026 with: - "Your degree from Haas is a starting line. It's a ticket to the arena, not a trophy.” - “Ask as many questions as you can. Consume as much knowledge as you can. Trust me, you do that, and you will get noticed." 🎥 @BerkeleyHaas

@AppLovin by @AxonAdsManager is the biggest ad opportunity of the decade, and @ezrafirestone is going live with them tomorrow for a free 90-minute seminar. He's breaking down why the ad platform is beating Meta, Pinterest, TikTok, and YouTube on ROAS, and showing you exactly how to run it. The AppLovin Ads Playbook: Why Now, and How to Start 📅 Thursday, May 21st | 2 PM ET / 11 AM PT 90 minutes with Ezra and Pep Hufen (SmartMarketer's CEO) covering: ✅ How AppLovin works as its own medium, not just another feed ✅ The exact campaign setup for new accounts ✅ The video and interactive concepts winning right now ✅ Two live case studies: Safe Sleeve and SweetFlexx, real numbers, on screen ✅ Live Q&A at the end Every attendee walks away with free access to the Axon Masterclass. If AppLovin has been on your radar, this is the session to get you off the sideline. Register here 👇 hubs.la/Q04hmkjW0 #applovin #paidmedia #upsell #business #ecommerce #shopify #marketing

$APP Why isn't Adam pumping his stock at JPM TMT? Such an important moment for the stock and nothing

Are you really sure your ideal customer is not a mobile gamer?

2.35 incremental ROAS. Results Honeylove Co-CEO Igor says they hadn't seen from another channel before. Honeylove is a DTC shapewear brand with a product story that needs more than a few seconds to land. In this clip, Igor shares how longer watch time gave the team room to explain the product, communicate value props, and tell a fuller story without sacrificing performance.

What the $APP cult wants The business is exceptional. The numbers don't lie. But narrative matters in markets, and $APP 's narrative has been unjustifiably crushed. Here is what we want to see from management to fix that: 1) More appearances from Adam. The 20VC and Founders pods were a masterclass. Keep going – more podcasts, more fireside chats, more interviews. Every time he speaks, the bull case gets harder to ignore. 2) Open market share purchases. Comp packages are already tied to a $1T market cap – everyone is aligned and has conviction in the biz. But Adam buying shares on the open market sends a loud signal to the street. It's also the most powerful rebuttal to the short sellers (& reports) that management has never delivered. Buy the stock, Adam. 3) A live investor day. This one is from @NietzscheCapital. Host a live event. Bring e-commerce brands on stage – brands like the Israeli cookware company that scaled from $4M to $16M to a projected $80M in rev, with the majority of their spend on Axon. Let them speak directly to other e-com brands, analysts, and investors about how incremental the platform is and how to optimise ROAS. Fill the room with future customers, stock influencers, and analysts. Live stream it for free. Open the Q&A to everyone, including retail investors. We all saw the Q1 earnings call. The analysts' questions were shit (they get paid for this…). Retail investors like @Jasonsmys or ad tech pros like @Ad_Quant or @eniac asking questions could not be worse than that. Most importantly use such an event for Adam and management to lay out a 2030 roadmap. Expected 30% revenue CAGR, 80% GAAP EBIT margins, the full picture. Give analysts and the market a framework to work with so expectations stay anchored to reality, not fear.