Post
Happy_shanky
$APP is the next $TTD.
I think:
People will passionately defend it all the way down as current growth & near term estimates look amazing.
They’ll cling to those static datapoints as estimates slowly & steadily fall.
They’ll ignore subtle execution cracks forming… Kokai for Trade Desk… last quarter’s model delay for AppLovin.
They’ll see competition keep undercutting them with their 80% EBITDA margin & they’ll grow more in line with the cyclical industry.
#DailyOrbit #USIranTalksProgress
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