RJ Hamster
View The Obituary For Bud Crawley. Please join us in Loving, Sharing and Memorializing Bud Crawley on this permanent online memorial.
— Read on www.tempemortuary.com/
RJ Hamster
AZAGC is Arizona’s oldest and most influential construction association serving contractors, suppliers and service providers engaged in highway and transportation, federal, heavy, industrial and utility construction.
— Read on www.azagc.org/
RJ Hamster
BY JASON BODNER, EDITOR, TRADESMITH ALPHASIGNALS
I’ve been getting calls from family and friends asking for stock tips for as long as I’ve been involved in investing.
Only one of these calls – and the tip I gave – is memorable.
It was 2017. My father called me up, saying he had $5,650 to invest and wanted to know where.
I fired up my Quantum Edge system, and within moments, the data and analysis on one stock jumped out at me.
There was a lot of buying activity – Big Money buying – in the previous months leading up to my dad’s call. That, along with other quant analysis, told me this stock was primed for massive institutional demand.
The system helped me find a then-obscure hardware stock called Nvidia (NVDA).
I’m happy to say my father took my advice and is now sitting on nearly 7,000% gains over the last nine years or so. I’ve watched his $5,650 turn into almost $400,000.
What was so memorable about this was not just how well it worked or how much it benefited my father.
It’s that back in 2017, Nvidia was considered a company that made graphics cards for video games. It was at a $63 billion market cap – 1/70th its current size.
The idea that its graphics processors would become the central nervous system of the artificial intelligence revolution wasn’t on any everyday investor’s radar.
But it happened. And now NVDA is the world’s most valuable company.
So we have to ask – what did the Big Money see that very few other investors could?
And as cliché as it may sound… what NVDAs are lurking out in the market today?
Using the same data today that I did back then – along with some special insider knowledge – I think I have some good answers.
I recently collaborated with Jeff Brown – former Silicon Valley executive, angel investor, longtime friend, and one of the earliest and most accurate AI stock pickers I know – on a special project to find the best Secret AI Stocks out there.
We hosted the Secret AI Stocks Summit last week. You can watch our full presentation here. And if you want any chance of finding stocks that really do have the potential to rise thousands of percent over the years to come, you should watch it.
And while you’re here, let me show you what exactly we mean by a “Secret AI” stock…
Recommended Link
Everyone is talking about Elon Musk’s Space X IPO. CNBC even called it “the big market event of 2026.” But according to tech investing legend Jeff Brown, this is NOT about launching rockets to Mars, satellite internet, or anything you’ve heard from the media. It’s much bigger than that… Because this IPO is a key part of Elon Musk’s secret AI masterplan. Click to see his investigation and discover how to get your stake.
Secret AI stocks are defined by two simple-but-powerful qualities.
First, the company must be essential to AI’s continued development. It may supply the energy, the technology, the materials, or the infrastructure that AI runs on.
And second, the market hasn’t made that connection yet. Investors view these companies through outdated lenses. They are considered industrial, a semiconductor equipment maker, a specialty metals supplier… something boring.
That oversight is our opportunity.
Palantir (PLTR) is a great example. For years, PLTR traded sideways. There were rumors about what this secretive data analytics company did, but nobody really knew. Investors didn’t know how to price it.
My Quantum Edge system flagged PLTR in May 2023 – right before it became a household name – and it went on to surge as much as 1,921%.
It is now seen as the AI operating system for the world’s biggest companies and the federal government.
This is one of many stocks following the same pattern:
Most investors focus on the big names – Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (META), etc. These are the “hyperscalers” spending hundreds of billions of dollars on AI.
And yes, those stocks have made investors a lot of money.
But the Magnificent Seven aren’t cheap anymore. The market knows their AI involvement. Their upside from here isn’t what it was.
That’s why many of these secret AI stocks are smaller, lesser-known gems.
Small- and mid-cap stocks are secret AI stocks almost by definition. If you’ve never heard of a company, chances are the market doesn’t fully appreciate what it does.
Smaller stocks are on the move this year, though. And this creates a remarkable setup.
You have companies that are critical to the AI buildout, still flying under the radar, trading at reasonable valuations, and now starting to benefit from a big shift in institutional money flows.
In fact, the stock I gave away in our Secret AI Stock webinar is one such company.
Let me tell you more about it now. I think it’s a perfect example of the opportunity in front of us.
If you look up Camtek (CAMT), you’ll probably see it described as a “semiconductor equipment” company.
Okay. Fine. Doesn’t exactly get the juices flowing.
But if you look a little deeper, the picture changes.
Camtek makes high-end inspection and metrology systems. These are the tools that make sure AI chips don’t have defects.
As AI chips get denser, faster, and more complex, precision inspection becomes more critical. You can’t build trillion-dollar AI infrastructure on faulty chips, and Camtek is one of the key companies standing guard over chip quality.
Its newest platform – called the Hawk – is a breakthrough system designed for the most demanding packaging applications, including High Bandwidth Memory (HBM). HBM is the memory powering Nvidia’s most advanced AI chips.
This is a company that’s not on most people’s AI stock lists, simply because it’s not labeled as an AI stock. But it’s right at the heart of the AI chip buildout, and Big Money has been buying shares.
Let me give you a sneak peek inside my Quantum Edge system so you can see for yourself. The green bars on the chart below are trading days in which unusual buying was taking place. These signals are generated by my proprietary algorithms that detect institutional money flows.
You can see a cluster of buy signals last fall, with shares getting caught up in the November selling. Notice, though, that there are no red bars on there – meaning there were no Big Money sell signals.
CAMT recovered nicely, and Big Money has just recently stepped in again with three buy signals in February – including two just last week.
History and the company’s key role in AI tell us to expect more Big Money buy signals – and higher share prices – in the future.
Jeff Brown and I have collaborated on finding the best secret AI stocks available right now.
I bring the Wall Street side, using quantitative analysis and tracking where the Big Money is flowing before the headlines catch up.
Jeff is a Silicon Valley insider with deep industry knowledge and a network built over decades of working at the frontier of technology.
Jeff gives away one of his top picks as well in our summit. You can watch the full presentation here to see it revealed on camera.
The setup is as good as I’ve seen. The big AI buildout is still early with trillions of dollars still to be spent. When that money is deployed, the secret AI stocks sitting in its path stand to make investors a lot of money.
The key is identifying these stocks before the rest of the market.
Sincerely,
Jason Bodner
Editor, TradeSmith AlphaSignals
Disclosure: Jason Bodner holds shares of Alphabet (GOOGL), Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), and Palantir (PLTR) at the time of this writing.
RJ Hamster
Fellow Investor,
Take a moment to check out some of our most widely read stories of the week, from the analysts and experts of Eagle Financial Publications. Enjoy!
While everyone is fighting over Nvidia and ChatGPT…
Donald Trump has quietly set aside $200 billion for a revolutionary new computing technology that could change everything.
100X faster. 90% less energy. Current AI systems obsolete.
And three companies control the technology.
The “iPhone predictor” reveals their names.
Discover the Trillion Dollar Triangle here.
A new breakthrough tech is offering up a huge opportunity for investors… and no, this is NOT about AI.
It’s about a strange “black dust” that is rarely talked about in the mainstream media…
But could very well be the catalyst for Trump’s military revolution. It has the potential to revolutionize our army and I believe that it’s perfectly positioned to transform our military capabilities, secure global dominance for America… and enrich investors of ONE small company!
Those who want to grab a share before the biggest gains could be gone for good should act fast.
Get the full story by clicking here now.
As headlines push their own agendas, it’s more important than ever to be informed about what trends are actually about to move in the markets this week.
How do you weigh the best decisions for your future?
This next complimentary class will help you do that.
We’ll cover the biggest movers in the market, and:
And more!
Don’t miss this next session.
This market is about to present some enormous opportunities, so be sure to attend this live market forecasting session.
While many folks today are wondering what to do with their money…
A revolutionary “sheet” of new technology has quietly sparked an $11 trillion tech revolution.
Investors who get in FIRST have a rare chance to position themselves in front of a tsunami of profits.
Click here to see how anyone can profit fast. Here’s to profitable investing!
Roger Michalski
Publisher, Eagle Financial Publications
About Us:
Eagle Financial Publications is located in Rosslyn, VA. – Blocks from the Capitol. Our products have been helping investors build their wealth for several decades. Whether you’re a long-term investor or short-term trader, you’ll find the right strategy for you, including how to earn more steady income to spend now, preserve and grow your capital to enjoy later, and whatever other investment goals you have.
Visit Our Websites:
To ensure future delivery of Eagle Financial Publication’s emails please add the domain @info2.eaglefinancialpublications.com to your address book or contact list.
This email was sent to peter.hovis@gmail.combecause you are subscribed to theInformation about Financial Newsletters from Eagle Financial Publications List. To unsubscribe please click here. To instantly stop receiving emails simply click here. View this email in your web browser.
If you have questions, please send them to Customer Service.
Salem Media Group – Eagle Financial Publications | 1735 N Lynn St, Suite 500, Arlington, VA 22209-2016
RJ Hamster
Illegal immigrant with 30 prior arrests charged with stabbing woman to death at Virginia bus stop – Conservative News Journal
— Read on conservativenewsjournal.com/illegal-immigrant-with-30-prior-arrests-charged-with-stabbing-woman-to-death-at-virginia-bus-stop/
RJ Hamster
Dear Reader,
Have you heard of Elon Musk’s $1 quadrillion IPO?
If not, click here now because it’s set to be the biggest AI IPO in history…
And you could claim a stake today…
Before the company goes public…
Starting with just $500.
You see, this IPO is a key part of Elon Musk’s secret AI masterplan…
A plan that I believe will unlock the full power of artificial intelligence…
Unleashing what Elon Musk is predicting will be…
A $1 quadrillion new wealth wave.
Just to put that into perspective…
That would be enough to send a check for $2.8 million to every man, woman, and child in America.
That’s how big this opportunity is.
Click here now and I’ll give you all the details.
We have so much to look forward to,
Jeff Brown
Founder & CEO, Brownstone Research
This Week’s Bonus Story
Reported by Chris Markoch. First Published: 2/26/2026.
Earnings season frequently brings surprises—even within a single day. Trex Company Inc. (NYSE: TREX) reported strong results after the market closed, highlighting solid demand for its wood-alternative decking and railing systems.
Outgoing chief executive officer Bryan Fairbanks remarked, “New products accounted for 24% of our full-year 2025 sales and, as anticipated, railing sales increased at a significant double-digit rate for the year. The success of our new product launches is a strong indication of how well-aligned our product design and development programs are with consumer preferences.”
What if you could claim a stake in what’s set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk’s SpaceX IPO.Click here to get the details and I’ll show you how to claim your stake…
This contrasted with the Home Depot (NYSE: HD) report earlier the same day; the home improvement giant delivered mixed results and guidance that suggested the housing recovery remains weak.
Trex, like many construction stocks, benefits from a stronger housing market but doesn’t rely on new-home construction to grow. Its growth depends on existing homeowners prioritizing outdoor living projects—particularly decks—and allocating discretionary cash (for example, tax refunds). Management’s commentary gives investors a framework to consider that possibility.
Trex’s earnings can be read as better-than-feared or an early-stage recovery. Revenue of $161.13 million topped estimates of $144.39 million by 11.5%. Analysts had forecast a loss of $0.01 per share; Trex delivered positive EPS of $0.04.
The double beat is notable because Q4 is historically the company’s weakest quarter—largely due to seasonality and weather-related closures in several of its markets.
Both revenue and EPS were down year-over-year, and that pattern has occurred in several quarters over the past year.
Trex said Q4 and full-year profitability were affected by one-time charges tied to expanding its full railing product portfolio, start-up and related costs for a new plastic processing plant, and digital transformation projects. Management expects these investments to begin producing returns this calendar year.
One of the most compelling parts of Trex’s report is the company’s continued emphasis on product innovation heading into 2026. The early January launch of Trex® Refuge™ Decking is a prime example: an ignition-resistant PVC decking line engineered for western U.S. regions that face heightened fire-safety requirements.
Management said this is just the first of several new products planned for release over the next 12 months, signaling an active and strategically targeted innovation pipeline.
Combined with meaningful gains in home-center stocking locations heading into the 2026 deck-building season, the company appears positioned to capture demand even in a flat repair-and-remodel environment. Management’s 2026 guidance—$1.185 billion to $1.230 billion in revenue and $315 million to $340 million in adjusted EBITDA—reflects cautious but credible optimism.
As part of the earnings release, Trex announced that president and CEO Bryan Fairbanks will retire effective April 28. Fairbanks, who has been with Trex for 23 years, will be succeeded by Adam D. Zambanni, the company’s current executive vice president and chief operating officer.
Leadership changes can unsettle investors, but the stock’s price action since the report suggests the market has confidence in the transition.
TREX trades about 12% below the consensus price target of roughly $47 as of this writing. Since the report, several analysts have raised their targets, including Loop Capital, which upgraded the stock from Hold to Buy.
Institutional ownership of TREX stock is around 95% and has shifted only slightly bullish over the past 12 months, likely reflecting the softening year-over-year revenue and earnings trends.
From a technical perspective, TREX is trading at levels not seen since March 2020, but technical indicators like the relative strength index (RSI) do not show the stock as oversold.
For the stock to move meaningfully higher, demand for Trex’s products needs to grow—a scenario not currently reflected in most analyst forecasts, which remain prudently cautious for 2026.
A bullish turnaround in consumer confidence and buyer behavior could change that outlook. The “ifs” are straightforward: if consumers receive larger tax refunds, if interest rates decline, and if homeowners choose to invest that money into outdoor living projects, Trex could see a strong second half of the year.
This Week’s Bonus Story
Reported by Leo Miller. First Published: 2/16/2026.
Of every stock in the S&P 500, not many have had worse starts to 2026 than advertising technology giant AppLovin (NASDAQ: APP). After delivering a return of more than 700% in 2024 and over 100% in 2025, shares of APP are now down more than 40% this year.
This weakness stems from several factors. At the start of the year AppLovin was trading near its all-time high, but the broader market has been hard on software and ad-tech names in 2026. A new competitive threat—specific to AppLovin—sent shares down about 16% on Feb. 4, and the stock fell nearly 20% on Feb. 12 as the market reacted to the company’s latest earnings report.
What if you could claim a stake in what’s set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk’s SpaceX IPO.Click here to get the details and I’ll show you how to claim your stake…
Despite the sell-off, there may be reasons to consider buying AppLovin while it’s trading at these levels. Here’s why.
In Q4 2025, AppLovin reported revenue of $1.66 billion, a 66% year-over-year (YOY) increase that topped estimates of $1.61 billion. Earnings per share (EPS) rose 87% YOY to $3.24, beating expectations of $2.89. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin increased to more than 84%, about 200 basis points higher than in Q3 2025.
For the next quarter, the company guided to revenue of $1.76 billion at the midpoint, roughly 52% growth, and expects adjusted EBITDA margin to hold near 84%. That guidance exceeded analyst expectations, but investors had hoped for even more.
Analysts’ questions about potential increased competition from Meta Platforms (NASDAQ: META) likely rattled investors. AppLovin has built highly specialized expertise in mobile game advertising, and it’s not certain Meta would aggressively pursue that niche.
Meta’s scale and technology could allow it to disrupt AppLovin, but doing so would require significant investment. Meta is projected to generate roughly $250 billion in 2026 revenue versus about $8 billion for AppLovin, which may limit Meta’s financial incentive to prioritize this specific segment. Still, the risk is worth monitoring.
On Feb. 4, startup ad-tech company CloudX announced the general availability of its platform, which spooked investors and sent AppLovin shares sharply lower that day.
The concern is understandable: CloudX founders Jim Payne and Dan Sack previously built MoPub and MAX, technologies AppLovin acquired that have been central to its success.
But whether CloudX represents the existential threat implied by AppLovin’s sell-off is debatable.
In a recent interview, Payne and Sack made several comments that are worth noting:
Crucially, the founders aren’t pitching CloudX as a direct replacement for AppLovin. Instead, they position CloudX as an additive tool intended to unlock incremental demand. They emphasize growing the overall mobile advertising market rather than primarily poaching AppLovin’s customers.
Industry research supports the idea of a growing market: the in-app advertising market is forecast to expand at a compound annual growth rate above 12% from 2025 to 2033, according to Grand View Research. That suggests the total addressable market could grow faster than either company can materially strip share from the other.
While Payne’s comments don’t eliminate competitive risk for AppLovin, the panic-driven sell-off implies investors may be overstating CloudX’s immediate threat relative to the founders’ stated strategy.
AppLovin now trades at a forward price-to-earnings (P/E) ratio near 25x, a level not seen since September 2024.
The company expects roughly 52% revenue growth next quarter and is among the most profitable firms in the market. AppLovin’s free cash flow margin of 72% over the past 12 months is reportedly the highest of any technology stock in the S&P 500.
The consensus 12-month price target for AppLovin sits near $652, implying about 78% upside from current levels. The average of targets updated after the company’s earnings report is even higher at $670, suggesting roughly 83% potential upside.
Overall, AppLovin is a highly volatile stock and investors should have a high degree of conviction before buying. Still, the company’s strong growth, exceptional profitability, and constructive analyst outlook provide plausible reasons to expect a substantial recovery ahead.
This email content is a sponsored message for Brownstone Research, a third-party advertiser of MarketBeat. Why was I sent this message?.
If you need assistance with your newsletter, please feel free to email MarketBeat’s South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2026 MarketBeat Media, LLC.
345 North Reid Place #620, Sioux Falls, SD 57103-7078. U.S.A..
Featured Link: Silver $309? (From Investors Alley)
Editor’s Note: Former tech executive and angel investor Jeff Brown — picked Bitcoin before it jumped as high as 52,400%, Tesla before it jumped as high as 2,150%, and Nvidia before it jumped as high as 32,000%. Today, he’ll show you how to claim a stake in Elon Musk’s upcoming IPO – BEFORE the company goes public. Click here to see the details or read more below.
Dear Reader,
Have you heard of Elon Musk’s $1 quadrillion IPO?
If not, click here now because it’s set to be the biggest AI IPO in history…
And you could claim a stake today…
Before the company goes public…
Starting with just $500.
You see, this IPO is a key part of Elon Musk’s secret AI masterplan…
A plan that I believe will unlock the full power of artificial intelligence…
Unleashing what Elon Musk is predicting will be…
A $1 quadrillion new wealth wave.
Just to put that into perspective…
That would be enough to send a check for $2.8 million to every man, woman, and child in America.
That’s how big this opportunity is.
Click here now and I’ll give you all the details.
We have so much to look forward to,
Jeff Brown
Founder & CEO, Brownstone Research
This Week’s Bonus Story
Reported by Chris Markoch. First Published: 2/26/2026.
Earnings season frequently brings surprises—even within a single day. Trex Company Inc. (NYSE: TREX) reported strong results after the market closed, highlighting solid demand for its wood-alternative decking and railing systems.
Outgoing chief executive officer Bryan Fairbanks remarked, “New products accounted for 24% of our full-year 2025 sales and, as anticipated, railing sales increased at a significant double-digit rate for the year. The success of our new product launches is a strong indication of how well-aligned our product design and development programs are with consumer preferences.”
What if you could claim a stake in what’s set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk’s SpaceX IPO.Click here to get the details and I’ll show you how to claim your stake…
This contrasted with the Home Depot (NYSE: HD) report earlier the same day; the home improvement giant delivered mixed results and guidance that suggested the housing recovery remains weak.
Trex, like many construction stocks, benefits from a stronger housing market but doesn’t rely on new-home construction to grow. Its growth depends on existing homeowners prioritizing outdoor living projects—particularly decks—and allocating discretionary cash (for example, tax refunds). Management’s commentary gives investors a framework to consider that possibility.
Trex’s earnings can be read as better-than-feared or an early-stage recovery. Revenue of $161.13 million topped estimates of $144.39 million by 11.5%. Analysts had forecast a loss of $0.01 per share; Trex delivered positive EPS of $0.04.
The double beat is notable because Q4 is historically the company’s weakest quarter—largely due to seasonality and weather-related closures in several of its markets.
Both revenue and EPS were down year-over-year, and that pattern has occurred in several quarters over the past year.
Trex said Q4 and full-year profitability were affected by one-time charges tied to expanding its full railing product portfolio, start-up and related costs for a new plastic processing plant, and digital transformation projects. Management expects these investments to begin producing returns this calendar year.
One of the most compelling parts of Trex’s report is the company’s continued emphasis on product innovation heading into 2026. The early January launch of Trex® Refuge™ Decking is a prime example: an ignition-resistant PVC decking line engineered for western U.S. regions that face heightened fire-safety requirements.
Management said this is just the first of several new products planned for release over the next 12 months, signaling an active and strategically targeted innovation pipeline.
Combined with meaningful gains in home-center stocking locations heading into the 2026 deck-building season, the company appears positioned to capture demand even in a flat repair-and-remodel environment. Management’s 2026 guidance—$1.185 billion to $1.230 billion in revenue and $315 million to $340 million in adjusted EBITDA—reflects cautious but credible optimism.
As part of the earnings release, Trex announced that president and CEO Bryan Fairbanks will retire effective April 28. Fairbanks, who has been with Trex for 23 years, will be succeeded by Adam D. Zambanni, the company’s current executive vice president and chief operating officer.
Leadership changes can unsettle investors, but the stock’s price action since the report suggests the market has confidence in the transition.
TREX trades about 12% below the consensus price target of roughly $47 as of this writing. Since the report, several analysts have raised their targets, including Loop Capital, which upgraded the stock from Hold to Buy.
Institutional ownership of TREX stock is around 95% and has shifted only slightly bullish over the past 12 months, likely reflecting the softening year-over-year revenue and earnings trends.
From a technical perspective, TREX is trading at levels not seen since March 2020, but technical indicators like the relative strength index (RSI) do not show the stock as oversold.
For the stock to move meaningfully higher, demand for Trex’s products needs to grow—a scenario not currently reflected in most analyst forecasts, which remain prudently cautious for 2026.
A bullish turnaround in consumer confidence and buyer behavior could change that outlook. The “ifs” are straightforward: if consumers receive larger tax refunds, if interest rates decline, and if homeowners choose to invest that money into outdoor living projects, Trex could see a strong second half of the year.
This Week’s Bonus Story
Reported by Leo Miller. First Published: 2/16/2026.
Of every stock in the S&P 500, not many have had worse starts to 2026 than advertising technology giant AppLovin (NASDAQ: APP). After delivering a return of more than 700% in 2024 and over 100% in 2025, shares of APP are now down more than 40% this year.
This weakness stems from several factors. At the start of the year AppLovin was trading near its all-time high, but the broader market has been hard on software and ad-tech names in 2026. A new competitive threat—specific to AppLovin—sent shares down about 16% on Feb. 4, and the stock fell nearly 20% on Feb. 12 as the market reacted to the company’s latest earnings report.
What if you could claim a stake in what’s set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk’s SpaceX IPO.Click here to get the details and I’ll show you how to claim your stake…
Despite the sell-off, there may be reasons to consider buying AppLovin while it’s trading at these levels. Here’s why.
In Q4 2025, AppLovin reported revenue of $1.66 billion, a 66% year-over-year (YOY) increase that topped estimates of $1.61 billion. Earnings per share (EPS) rose 87% YOY to $3.24, beating expectations of $2.89. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin increased to more than 84%, about 200 basis points higher than in Q3 2025.
For the next quarter, the company guided to revenue of $1.76 billion at the midpoint, roughly 52% growth, and expects adjusted EBITDA margin to hold near 84%. That guidance exceeded analyst expectations, but investors had hoped for even more.
Analysts’ questions about potential increased competition from Meta Platforms (NASDAQ: META) likely rattled investors. AppLovin has built highly specialized expertise in mobile game advertising, and it’s not certain Meta would aggressively pursue that niche.
Meta’s scale and technology could allow it to disrupt AppLovin, but doing so would require significant investment. Meta is projected to generate roughly $250 billion in 2026 revenue versus about $8 billion for AppLovin, which may limit Meta’s financial incentive to prioritize this specific segment. Still, the risk is worth monitoring.
On Feb. 4, startup ad-tech company CloudX announced the general availability of its platform, which spooked investors and sent AppLovin shares sharply lower that day.
The concern is understandable: CloudX founders Jim Payne and Dan Sack previously built MoPub and MAX, technologies AppLovin acquired that have been central to its success.
But whether CloudX represents the existential threat implied by AppLovin’s sell-off is debatable.
In a recent interview, Payne and Sack made several comments that are worth noting:
Crucially, the founders aren’t pitching CloudX as a direct replacement for AppLovin. Instead, they position CloudX as an additive tool intended to unlock incremental demand. They emphasize growing the overall mobile advertising market rather than primarily poaching AppLovin’s customers.
Industry research supports the idea of a growing market: the in-app advertising market is forecast to expand at a compound annual growth rate above 12% from 2025 to 2033, according to Grand View Research. That suggests the total addressable market could grow faster than either company can materially strip share from the other.
While Payne’s comments don’t eliminate competitive risk for AppLovin, the panic-driven sell-off implies investors may be overstating CloudX’s immediate threat relative to the founders’ stated strategy.
AppLovin now trades at a forward price-to-earnings (P/E) ratio near 25x, a level not seen since September 2024.
The company expects roughly 52% revenue growth next quarter and is among the most profitable firms in the market. AppLovin’s free cash flow margin of 72% over the past 12 months is reportedly the highest of any technology stock in the S&P 500.
The consensus 12-month price target for AppLovin sits near $652, implying about 78% upside from current levels. The average of targets updated after the company’s earnings report is even higher at $670, suggesting roughly 83% potential upside.
Overall, AppLovin is a highly volatile stock and investors should have a high degree of conviction before buying. Still, the company’s strong growth, exceptional profitability, and constructive analyst outlook provide plausible reasons to expect a substantial recovery ahead.
This email content is a sponsored message for Brownstone Research, a third-party advertiser of MarketBeat. Why was I sent this message?.
If you need assistance with your newsletter, please feel free to email MarketBeat’s South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2026 MarketBeat Media, LLC.
345 North Reid Place #620, Sioux Falls, SD 57103-7078. U.S.A..
Featured Link: Silver $309? (From Investors Alley)
RJ Hamster
electionwire.com
RJ Hamster
The Daily Skrape – Nothing Is Beyond Our Comedic Crosshairs
— Read on www.dailyskrape.com/
RJ Hamster
Trump’s Alien File Leak Prompts Area 51 Jet Frenzy – American Voter Polls News
— Read on americanvoterpolls.com/trumps-alien-file-leak-prompts-area-51-jet-frenzy/
RJ Hamster
Market Signal | Timely Market Alert from Jeff Remsburg
“I’ve quietly moving millions of dollars of my clients’ money into a new venture,” Wall St Icon Louis Navellier reveals.
“The wealthy aren’t just worried — they’re taking decisive action.”
What exactly prompted this massive money shift?
He calls it “The Great Replacement” — a silent force already sweeping across America, systematically wiping out traditional investments while creating unprecedented opportunities for those who know where to look.
“My wealthy clients demanded protection,” he explains. “This new venture not only could shield their wealth from what’s coming but positions them to potentially multiply their money when the purge accelerates.”
Meanwhile, most Americans remain invested in the very assets his ultra-rich clients are abandoning — completely unaware of the looming threat to their financial future.
“There’s still a narrow window to secure your money,” he warns. “But it’s closing faster than most people realize.”
Discover the exact venture where the ultra-wealthy are moving their millions right here.
This Wall Street legend has never before revealed this strategy to the public — and this free briefing will only be available for a limited time.
Sincerely,
Jeff Remsburg
Editor, InvestorPlace Digest
This ad is sent on behalf of InvestorPlace Media at 1125 N. Charles Street, Baltimore, Maryland 21201.
If you’re not interested in this opportunity, please go here.
Thank you for subscribing to Market Briefing, the 7am ETbriefing that curates top headlines and stories impacting the markets each day.
This message is a paid advertisement sent on behalf of a third-party advertiser of Market Briefing.
If you have questions about your subscription, please contact us via email at vip@marketbriefing.com
If you no longer wish to receive email from Market Briefing you can unsubscribe here.
Update your email preferences or unsubscribe here
© 2026 Market Briefing, a Capital Media publication
99 Wall St, Ste 314
New York, NY 10005, United StatesPowered by beehiivTerms of Service