Ten times in a year, how can $AppLovin(APP.US) be so strong?
I think there are two very important points: 1) Technologically, it has accumulated over many years rather than simply benefiting from this round of Gen-AI, and it has paid early attention to privacy policy issues; 2) Commercially, it focuses on ecological closed loops, full industry chain layout, and quick decision-making and execution when competitors make mistakes.
Although many people say AppLovin has ridden the wave of AI, I think AI is at most just a nice addition, definitely not a lifesaver. The core full industry chain layout model is the foundation of its success.
However, AppLovin's market value has now reached 100 billion, and its valuation is not low. For Dolphin, what is more anticipated is whether similar companies like $Unity Software(U.US) can replicate AppLovin's successful path and truly achieve a rebirth.
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