10/2/26 :: VROCKSTAR :: 
APP
the anti-CRWD... buy
- leave it to the fake simulation game to put a completely ridiculous high onAPP at... checks notes... exactly 1 year ago. same valuation as 
CRWD today... same high as CRWD today... but *waves hands* don't look too closely or you'll get a knock on your door
- theAPP sell off is absolutely low IQ too
- these guys sell intent, top of funnel
- they don't compete with the end of decision making e.g. meta, googl, open ai/ other LLMs etc
- still growing in a ripe market for stay home and be poor
- at massive growth (above $crwd!), nearly getting to 10x fwd ebitda (almost 11x cheaper thanCRWD) and... actual profitability (lol!) unlike $crwd... and FCF yields at about 7% and fcf growing at wild DD's...
- this thing is a buy
- taking it to 2% straight away and will do a ton more work in anticipation of taking it to 5-10% if this whole market goes through a rinse cycle
- don't sleep on this one, worth doing work.
V
APPthe anti-CRWD... buy
- leave it to the fake simulation game to put a completely ridiculous high on
APP at... checks notes... exactly 1 year ago. same valuation as CRWD today... same high as CRWD today... but *waves hands* don't look too closely or you'll get a knock on your door- the
APP sell off is absolutely low IQ too- these guys sell intent, top of funnel
- they don't compete with the end of decision making e.g. meta, googl, open ai/ other LLMs etc
- still growing in a ripe market for stay home and be poor
- at massive growth (above $crwd!), nearly getting to 10x fwd ebitda (almost 11x cheaper than
CRWD) and... actual profitability (lol!) unlike $crwd... and FCF yields at about 7% and fcf growing at wild DD's...- this thing is a buy
- taking it to 2% straight away and will do a ton more work in anticipation of taking it to 5-10% if this whole market goes through a rinse cycle
- don't sleep on this one, worth doing work.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.