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
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$84,222.1-0.02%
ETH/USDTEthereum
$2,615.98-0.03%
ZEC/USDTZcash
$1,321.59-0.03%
Today’s market buzz
1#SepFOMCRateHikeOutlook
2#BTCWhalePressureEases
3#OKXNOW:24x7MarketEra
