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raphael vivas

T3 · host / generalist
1 call·1 name·100% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$APPAppLovinposition

AppLovin exec: $180B market cap, 70% growth, e-commerce at $1B run rate in year one, <0.1% market share

AppLovin's ad platform compounds at 70% YoY with $12B spend; e-commerce product hit $1B run rate in first year with thousands of advertisers onboarded; generative interactive and video creative tools will make profitable advertising accessible to millions of merchants.

TBPN2026-06→

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$APP
···
AppLovin
HIGHraphael vivas·TBPN·2 months ago· position
AppLovin exec: $180B market cap, 70% growth, e-commerce at $1B run rate in year one, <0.1% market share
AppLovin's ad platform compounds at 70% YoY with $12B spend; e-commerce product hit $1B run rate in first year with thousands of advertisers onboarded; generative interactive and video creative tools will make profitable advertising accessible to millions of merchants.
"We're at less than 0.1% of the market share... but we have north of $12 billion of ad spend compounding at 70% year-over-year... By the end of the year, how we envision onboarding…"
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