$APP 0.54 Developing

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• @amitisinvesting neutral 1653 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. CoreWeave $CRWV reported Q2’26 revenue of $2.6B, slightly ahead of estimates of $2.56B, with adjusted EBITDA of $1.5B versus $1.43B expected and adjusted EBITDA margin of 59%. Revenue backlog reached roughly $104B, up 46% YoY, while active power more than tripled YoY to 1.5GW and contracted power increased to 4.2GW. CoreWeave raised FY26 guidance to $12.4B–$13.2B in revenue and $960M–$1.15B in adjusted operating income, while lifting its active power target to more than 1.85GW. The company now expects year-end annualized run-rate revenue of $18.5B–$19.5B, managed inference ARR above $250M exiting 2026, and long-term active power of 8GW+ by 2030. Management said customer demand is accelerating as enterprise adoption broadens and its platform deepens. 2. Gemini has become $GOOGL Google’s fastest-growing product ever, crossing 1B monthly users and becoming the company’s 14th product to reach the billion-user milestone. The scale-up underscores how quickly Google is pushing Gemini across Search, Android, Workspace, and its broader AI ecosystem. 3. BofA downgraded AppLovin $APP to Neutral with a $400 price target, saying risks to the company’s long-term 30% YoY revenue growth trajectory have increased. Analyst Omar Dessouky said post-Q2 growth appears to be driven more by engineer-directed improvements to Gaming models, while it is less clear whether the prior 3%–5% QoQ self-learning growth assumption still applies. BofA also noted that with AppLovin’s high relative market share, estimated at roughly 2x its next-largest competitor, long-term growth from self-learning alone may be harder to sustain than the market previously assumed. 4. President Trump is reportedly weighing a capital gains tax cut ahead of the midterms, including the idea of indexing capital gains to inflation before taxes are calculated. Under that approach, investors would only owe taxes on the inflation-adjusted “real” gain, not the full nominal gain. For example, if someone bought a business or stock position for $2M and sold it years later for $5M, the nominal gain would be $3M. But if cumulative inflation over that period was 25%, the inflation-adjusted cost basis would rise to $2.5M, leaving only $2.5M of taxable real gain instead of $3M. Trump has also floated capital gains exemptions for home sales worth $2M or less. There has not been a major U.S. capital gains tax cut since 2003. 5. Senator Bernie Sanders has reportedly called on major AI companies to pause development, sending letters to the CEOs of OpenAI, Anthropic, and Meta, according to NYT. The push adds to the growing political scrutiny around frontier AI development, safety, and whether the largest labs should slow deployment as model capabilities continue advancing. 6. Apple $AAPL is reportedly still planning a glass-centric iPhone redesign for the device’s 20th anniversary in 2027, contrary to a Jefferies report that said it had been canceled, according to Bloomberg. The new Pro models are expected to feature glass that curves into the sides, with a metal band running through the middle. 7. U.S. existing home sales fell 1.7% in July to a 4.06M annualized pace, slightly above estimates. Median existing home prices rose 2% YoY to $434,100, while inventory increased to 1.54M homes. The data points to a housing market that is still soft on transaction volume, but with prices remaining resilient as supply continues to build. 8. The top 10 most active options today by contracts traded were $NVDA with 2.2M contracts, $TSLA with 1.4M contracts, $SPCX with 861K contracts, $AAPL with 823K contracts, $MU with 664K contracts, $AMZN with 568K contracts, $PLTR with 559K contracts, $INTC with 555K contracts, $GOOGL with 546K contracts, and $HTZ with 518K contracts. 9. Supermicro $SMCI reported Q4’26 revenue of $11.1B, below estimates of $11.55B, but adjusted EPS came in at $1.70 versus $0.96 expected, up 315% YoY. Gross margin expanded to 17.5%, up 800 bps YoY, while net income reached $1.2B, adjusted EBITDA was $1.7B, and operating income came in at $1.5B. For Q1, Supermicro guided revenue to $14.5B–$15.5B, well above estimates of $11.68B, with adjusted EPS of $1.01–$1.10. For FY27, the company guided revenue to $65B–$72B, far ahead of the $52.5B estimate. Management said Supermicro generated more than $60B in new orders and entered fiscal 2027 with record backlog, while improving profitability through a richer enterprise customer mix and broader adoption of its optimized Data Center Building Block Solutions architecture. 10. Stifel reiterated its Buy rating on Rocket Lab $RKLB and raised its price target to $132, saying the company delivered a “beat and raise” quarter with Q2 results ahead of expectations across revenue, margins, and EBITDA. Rocket Lab signed 26 new Electron/HASTE missions, expanded total launch backlog to more than 90 missions, and grew overall backlog to roughly $2.4B, with another $800M of bookings added after quarter-end. Stifel also highlighted accelerating Space Systems revenue as SDA programs ramp, multiple defense awards, and continued progress on Neutron, which remains on schedule for pad delivery in Q4’26. The firm said Rocket Lab’s Iridium acquisition, GHOST launch system, defense exposure, backlog visibility, and limited competition create a compelling long-term risk/reward despite near-term cash burn. 11. Schwab clients were net buyers of ETFs and equities in July by a 2:1 ratio. The top stocks bought were $SPCX, $MU, $INTC, $ORCL, and $TSLA, while the top stocks sold were $AAPL, $AVGO, $ADBE, $PYPL, and $AMD. The data shows retail leaning back into high-beta AI, memory, and space-linked names while trimming exposure to some of the market’s more mature tech leaders. 12. The SEC is reportedly preparing to roll out two major crypto initiatives $BTC $ETH as the Clarity Act stalls in Congress, according to Bloomberg. The agency will hold an open meeting Friday to create a tailored offering regime for certain crypto-related investment contracts. The SEC is also expected to unveil an “innovation exemption” for trading tokenized securities, potentially paving the way for 24/7 trading of stock tokens on blockchains. Details could be released as soon as Friday, though the proposal is still being finalized and could change. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @Mr_Derivatives bearish 1532 eng

  Report Card since Jim Cramer created "PARC"... $PLTR -25% $APP +34% $HOOD -2.87% $COIN -62% https://t.co/L74mVdji92

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• @amitisinvesting neutral 1323 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. President Trump said Iran “will never have a nuclear weapon” remains the administration’s only objective, adding that he has a “big decision” to make regarding the conflict. He also reiterated that he believes the U.S. and Iran will reach a deal after the U.S. election, while saying he would “give no credence to the election” when making decisions on Iran. The remarks come as the administration continues weighing both military and diplomatic options amid ongoing talks with Tehran. 2. Meta $META continues expanding Muse’s ecosystem through new partnerships aimed at turning the AI assistant into a broader consumer platform. The latest integrations include Instacart for grocery shopping and delivery, PayPal for shopping and checkout, Expedia for trip planning and hotel bookings, and Shopify for shopping across millions of merchants. The partnerships significantly expand Muse’s ability to complete real-world tasks directly within conversations, moving beyond simple chat into a full AI commerce and productivity assistant. 3. The top 10 most active options today by contracts traded were $NVDA with 2.1M contracts, $TSLA with 1.5M contracts, $AAPL with 1.2M contracts, $MU with 964K contracts, $META with 936K contracts, $INTC with 816K contracts, $AMZN with 682K contracts, $GOOGL with 662K contracts, $SPCX with 644K contracts, and $AMD with 622K contracts. 4. SoFi $SOFI has become the first U.S. national bank to go live with stablecoin settlement across Mastercard’s $MA network. The company is moving its full debit and credit card program—representing more than $25B in annualized payment volume—to blockchain-based settlement using SoFiUSD, a stablecoin redeemable 1:1 for U.S. dollars. Merchants will not need to hold stablecoins or build new infrastructure, with funds able to settle directly into a SoFi Bank account and be withdrawn as cash. SoFi also said it is in discussions with major U.S. retailers and technology platforms, while it and Mastercard are exploring cross-border payments and remittances as the next phase of the partnership. 5. SanDisk $SNDK jumped 7% after Rosenblatt initiated coverage with a Buy rating and a $2,400 price target, calling it “not your father’s SanDisk.” The firm argues AI is transforming NAND from a commodity storage product into a system-critical component of AI infrastructure, creating a significantly stronger long-term growth story. Rosenblatt also highlighted that SanDisk recently joined the S&P 100, a milestone that could increase institutional ownership and index-related demand for the stock. 6. Michael Burry said he is now at full size across several positions, calling current market prices “rather attractive.” He added to short positions in Micron $MU, Nebius $NBIS, the Semiconductor ETF $SOXX, and Palantir $PLTR, while increasing long positions in QXO $QXO, Build-A-Bear Workshop $BBW, Sprouts Farmers Market $SFM, Birkenstock $BIRK, and MercadoLibre $MELI. Burry wrote, “I find the prices offered by the market rather attractive. All these positions are full positions for me now.” 7. AppLovin $APP was reiterated Buy by Citi with a $600 price target after new data pointed to accelerating e-commerce adoption. Citi said the platform had 13,105 global e-commerce clients as of September 18, up 5.1% week over week, the fastest growth rate in 5 months. International merchant growth accelerated 11.5% week over week, outpacing the U.S., while quarter-to-date weekly growth averaged 2.0%, implying roughly 11,600 e-commerce stores on the platform by Q3 2026. 8. Apple $AAPL unveiled a new Mac mini and Mac Studio, with a major focus on on-device AI performance. The new Mac mini features the M6 chip and delivers up to 4x faster AI performance, starting at $899. The new Mac Studio is powered by the M5 Max or M5 Ultra, with the top configuration offering up to 512GB of unified memory, 1.2TB/s of memory bandwidth, an 80-core GPU, and the ability to run large language models entirely on-device. Apple is also introducing Thunderbolt 5 with RDMA, enabling multiple Mac Studios to be linked together for up to 3x faster distributed AI inference. The Mac Studio starts at $2,499, while the M5 Ultra model starts at $5,499. 9. IonQ $IONQ said it has demonstrated what it calls the industry's first end-to-end real-time quantum error correction decoder running on a standard off-the-shelf CPU. The system was tested on benchmark circuits simulating up to 408 logical qubits and more than 31.5M quantum operations, while adding as little as 0.02% processing overhead. The decoder runs continuously in the background, enabling quantum error correction without interrupting quantum execution. IonQ said the milestone supports its Walking Cat architecture and its roadmap toward quantum systems capable of controlling thousands of qubits. 10. China imported 1,141 tonnes of gold during the first 8 months of 2026, the largest amount ever recorded for that period and already more than the country's total gold imports for all of 2025. At the current pace, annual imports are on track to exceed 1,700 tonnes for the first time. Chinese gold ETFs also added 44 tonnes over the first eight months of the year, up 18% year over year. The surge has been driven by strong investment demand, economic uncertainty, and a stronger yuan, which has made overseas gold purchases more attractive. 11. Spot Bitcoin ETFs attracted $999M in inflows on Monday, their largest daily intake since October 2025 and the 9th-largest daily inflow since U.S. Bitcoin ETFs launched in January 2024. The move followed another strong session on Friday, when the funds brought in $433M. Demand was led by $IBIT, which attracted $381M, its third-largest daily inflow since launch, bringing its total over the last 3 trading days to $665M. So far in September, spot Bitcoin ETFs have attracted $1.3B in inflows after pulling in $3.5B during August, highlighting continued institutional demand for Bitcoin exposure. 12. President Trump disclosed 1,156 securities transactions made on his behalf in July, totaling roughly $79M–$270M, including at least $43.6M in purchases and $35.6M in sales. The largest disclosed transactions were $5M–$25M sales of $MSFT Microsoft and $AMZN Amazon on July 20, followed three days later by smaller purchases in both companies. Other notable moves included selling $1M–$5M of Oracle while buying stocks such as $NVDA Nvidia, $INTU Intuit, $MRVL Marvell, $CRM Salesforce, and $CHD Church & Dwight, alongside significant rotation through ETFs, Treasuries, municipal bonds, and international bond funds. The White House said the portfolio is independently managed by third-party financial institutions and that neither President Trump nor his family directs the trades. The July filing follows 1,051 disclosed transactions in June, while Trump's 2025 annual financial disclosure reported more than 21,000 trades across 8 accounts. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay bullish 1275 eng

  10 stocks near YTD lows where the stock looks broken but the business isn’t: 1. $APP | AppLovin 2. $SOFI | SoFi 3. $MELI | MercadoLibre 4. $OKLO | Oklo 5. $UBER | Uber 6. $GRAB | Grab 7. $PL | Planet Labs 8. $ONDS | Ondas 9. $NFLX | Netflix 10. $KTOS | Kratos

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• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @amitisinvesting mixed 953 eng

  $APP Talked to a former Applovin employee over the weekend, here’s some of his thoughts: - Applovin’s business has been ads within mobile games. It is very profitable, 1B people per day play games, and $META or $GOOGL have not been able to break their moat. But, growth rates have slowed down from 70% to now 55% which is incredible, but not good enough for the street because they don’t see the TAM expanding yet. - Mobile gaming opportunity is large but viewed as saturated and very high growth rates likely aren’t sustainable in this one category. - Company has guided to keeping their growth at 30%+ but the decline in YoY growth rates have hurt sentiment. Applovin can change this by showing their Ecom expansion can increase the TAM but the company has failed to meaningfully show this which is why the stock has been stuck. The Q2 call didn’t really address the TAM expansion either which is why the stock has been falling so rapidly since then. - He said management is exceptional and understands what they are doing, it’s not a team to bet against, but the problem is the street is not convinced their growth can expand beyond gaming yet. He himself is also not fully convinced and feels ready to sell a significant portion of stock if the Q after holiday season doesn’t show the TAM expanding beyond mobile games. - He also said the short reports are pretty much just noise. Nothing ever serious has come from them and they aren’t rooted in anything real. Stock is down 50% YTD…obviously looks like a bargain and I wonder how much lower the street can send it. Only major software large cap that hasn’t recovered…is anyone buying it here?

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• @StockSavvyShay neutral 908 eng

  UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50–59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40–49%) | $DDOG, $ADBE, $SHOP, $NET, $RBRK, $CRM, $ZS • Good (30–39%) | $MDB, $TEAM, $FIG, $MNDY, $HUBS, $PATH, $ZETA https://t.co/bNieiJzPt6

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• @StockSavvyShay neutral 850 eng

  S&P 500 is now just 0.8% from a record high but plenty of stocks are still down big from their highs this year: • $EOSE -83% • $OKLO -78% • $OPEN -72% • $RGTI -71% • $JOBY -68% • $PL -66% • $KTOS -65% • $AVAV -63% • $APP -58% • $ORCL -56% • $CRWV -56% • $ASTS -54%

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