Applovin Commentator
AppLovin Return RateIn addition to holding AppLovin, I'm looking for the next AI application stock or even a physical AI application stock. Compared to TSLA's current market cap, the input-output ratio is no longer high. Compared to the doubts about OpenAI's monetization capability and SpaceX's heavy cash burn supported by storytelling, I prefer to position Anduril. It has strong monetization capability with a combination of software and hardware, and like AppLovin, it has already landed many ally orders with strong free cash flow. I've watched many interviews and really admire Palmer.
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