Creator sentiment
4 creators · 4 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Record Q3 with revenue up 55%, net income up 72%, and an exceptional 84% EBITDA margin.
- +NextG AI advertising models are driving gaming revenue growth and haven't even been fully rolled out yet.
- +Valuation looks cheap at ~18x 2027 forward EPS, in line with the S&P 500 despite much faster growth and minimal capital needs.
- +Massive free cash flow and aggressive buybacks (1.4B in Q3) create significant shareholder value.
- +Stock is up over 40% in two days after earnings, confirming the breakout thesis from the November 3rd analysis.
- +Market is at the tail end of a redistribution cycle, setting up a 12-24 month run to the upside.
- +Despite a 20% drawdown, the structure and thesis never broke, so he held through the fear.
- +Volume profile shows a huge gap above $340-350 resistance, which could allow a quick move to $460-550 within 2-3 months, with a longer-term target of $760.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 AppLovin | On the road to A New All Time High?
Record Q3 with revenue up 55%, net income up 72%, and an exceptional 84% EBITDA margin. · NextG AI advertising models are driving gaming revenue growth and haven't even been fully rolled out yet. · Valuation looks cheap at ~18x 2027 forward EPS, in line with the S&P 500 despite much faster growth and minimal capital needs. · Massive free cash flow and aggressive buybacks (1.4B in Q3) create significant shareholder value.
📹 APP +60% in 5 Days: This Is Just the Beginning
Stock is up over 40% in two days after earnings, confirming the breakout thesis from the November 3rd analysis. · Market is at the tail end of a redistribution cycle, setting up a 12-24 month run to the upside. · Despite a 20% drawdown, the structure and thesis never broke, so he held through the fear. · Volume profile shows a huge gap above $340-350 resistance, which could allow a quick move to $460-550 within 2-3 months, with a longer-term target of $760.
📹 Mercado Libre (MELI Stock): Shorts are piling on!
Bought shares around $230 and they quickly rose to $355, reflecting strong growth opportunities and attractive valuation.
