The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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APP

AppLovin CorporationPartly aligned
Close 266.13 (2026-10-16)28 days -13.6%1Y -55.6%28 d mentions 2

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
1
Neutral
1
No stance
0
Bearish
0
Accounts BullNeuBearNone
@michaelsikandViews ›1000
@StockSavvyShayViews ›0100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 1Fundamentals
  • @michaelsikand: Rebalanced my flagship fund today on @joinautopilot that's up 146% since Februrary. The most controversial add has to be $APP at $280/share. 61% growth LTM and is trading at just 15x fwd earnings. I'm hearing more marketers mention $APP as a place they want to spend lately.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral First call
Valuation · @StockSavvyShay lists 10 stocks trading below 20x estimated NTM free cash flow: $NVDA ~19x, $AVGO ~19x, $RDDT ~17x, $APP ~15x, $UBER ~13x, $SE ~11x, $MELI ~8x, $MU ~7x, $SNDK ~6x and $SKHY ~6x.
2026-10-18 21:34 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · Rebalanced my flagship fund today on @joinautopilot that's up 146% since Februrary. The most controversial add has to be $APP at $280/share. 61% growth LTM and is trading at just 15x fwd earnings. I'm hearing more marketers mention $APP as a place they want to spend lately.
2026-10-07 02:12 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/13–10/19 · 1 posts · Bull 0 / Bear 0
    @StockSavvyShay: @StockSavvyShay lists 10 stocks trading below 20x estimated NTM free cash flow: $NVDA ~19x, $AVGO ~19x, $RDDT ~17x, $APP ~15x, $UBER ~13x, $SE ~11x, $MELI ~8x, $MU ~7x, $SNDK ~6x and $SKHY ~6x. (Neutral)
  • 10/6–10/12 · 1 posts · Bull 1 / Bear 0
    @michaelsikand: Rebalanced my flagship fund today on @joinautopilot that's up 146% since Februrary. The most controversial add has to be $APP at $280/share. 61% growth LTM and is trading at just 15x fwd earnings. I'm hearing more marketers mention $APP as a place they want to spend lately. (Bullish)
  • 9/29–10/5 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/22–9/28 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

APP Neutral2026-10-18 21:34 HKTOriginal post ↗

@StockSavvyShay lists 10 stocks trading below 20x estimated NTM free cash flow: $NVDA ~19x, $AVGO ~19x, $RDDT ~17x, $APP ~15x, $UBER ~13x, $SE ~11x, $MELI ~8x, $MU ~7x, $SNDK ~6x and $SKHY ~6x.

See original

10 stocks trading below 20x estimated NTM free cash flow: • $NVDA ~19x • $AVGO ~19x • $RDDT ~17x • $APP ~15x • $UBER ~13x • $SE ~11x • $MELI ~8x • $MU ~7x • $SNDK ~6x • $SKHY ~6x

Reasoning: Valuation

APP Bullish2026-10-07 02:12 HKTOriginal post ↗

Rebalanced my flagship fund today on @joinautopilot that's up 146% since Februrary. The most controversial add has to be $APP at $280/share. 61% growth LTM and is trading at just 15x fwd earnings. I'm hearing more marketers mention $APP as a place they want to spend lately.

Image 1 ↗

Reasoning: Fundamentals · Medium term Specific

Price at post time (as recorded): $APP 277.85

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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