The host only updates the technical picture: the stock moved back above 353 and is in a 304–408 range; a break above 408 would confirm a right-side setup, while a failure and drop back below 304 would weaken the structure, and he offers no updated fundamental valuation.

The host discloses owning AppLovin, praising its pricing power, valuation, momentum, balance sheet, and upcoming catalysts.

AppLovin is considered a very good company with higher revenue per employee than NVIDIA, and once advertising gets some love, it will likely do better.

AppLovin is down 65% with ~50% growth, ~60% free cash flow growth, and an AI-driven flywheel; cheaper price with a better business is his ideal setup.