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Started By
Message
Buying put options in AppLovin with expiration of late next year. Advice needed!
Posted on 12/18/24 at 10:30 am
Posted on 12/18/24 at 10:30 am
Can someone give advice on which put option chain would be best if I thought Applovin goes back to $10 by late next year.
Posted on 12/18/24 at 10:36 am to jlu03
How much money are you willing to spend?
You won't be able to find much liquidity if you try too low of a PUT.
You won't be able to find much liquidity if you try too low of a PUT.
Posted on 12/18/24 at 1:31 pm to jlu03
It is sitting at $331 now and was last $10 back in January of 2023. What is making you think it will go back to a 2 year low?
Posted on 12/18/24 at 2:45 pm to DarthRebel
I have a hunch they are committing attribution fraud.
Posted on 12/18/24 at 2:52 pm to jlu03
quote:There's no market in puts than far out for that cheap.
Around $1K.
You'd have to spend more like 10k to make a trade.
Otherwise you can do shorter range puts that are not so far OTM and then continually roll them (if things go your way). Of course, the time to have done that would have been this morning

Posted on 12/19/24 at 7:37 pm to jlu03
quote:
I have a hunch they are committing attribution fraud.
Do tell
Posted on 1/22/25 at 9:18 am to jlu03
quote:
I have a hunch they are committing attribution fraud.

Posted on 2/12/25 at 7:30 pm to jlu03
quote:
Buying put options in AppLovin with expiration of late next year.


Posted on 2/26/25 at 9:14 am to DarthRebel
quote:
DarthRebel
Down to $290.
Posted on 2/26/25 at 9:17 am to jlu03
Did you buy any kind of instrument to short it?
Holding at $510 would have been difficult (Michael Burry-esque).
Props for the call
Holding at $510 would have been difficult (Michael Burry-esque).
Props for the call

Posted on 2/26/25 at 9:21 am to bayoubengals88
short report hit
LINK
yikes
LINK
quote:
AppLovin Corporation (NADSAQ:APP): Force-Feeding Users with Silent Backdoor
Installs and Copying Meta’s Homework. Straight to the Principal’s Office, Please
quote:
First, we believe AppLovin’s recent success in mobile gaming stems from the systematic exploitation of
app permissions that enable advertisements themselves to force-feed silent, backdoor app installations
directly onto users’ phones, with just a single click – an event that is often inadvertent thanks to the
Company’s notorious UX gimmicks. This is AdTech’s version of “the truck rolling down the hill.” As
AppLovin is paid largely on a per-install basis, each illicit install translates directly to profit.
Second, we believe AppLovin’s nascent e-commerce initiative is a smoke and mirrors game that the
Company has rigged in its favor from the start. AppLovin must maintain a tight rein on advertisers it
allows onto the platform, lest the narrative slip. To that end, the Company requires advertisers first
demonstrate proof of $600,000 per month on Meta, so that AppLovin – through its MAX mediation
platform – can “see” ads shown to Meta users in order to insert itself into the process and take credit for
the sale. AppLovin then cajoles advertisers into spreading the news of their success, drumming up
excitement. The Company has parlayed this excitement into a waitlist, where sources say the Company is
now again stacking the deck with advertisers with low SKU counts, those without robust data science
1This is a clipping from an episode of a British television sitcom, and should be evaluated solely as such.
yikes
This post was edited on 2/26/25 at 9:26 am
Posted on 2/26/25 at 9:27 am to bayoubengals88
quote:
Did you buy any kind of instrument to short it?
Unfortunately, I didn't. Options are not my strong suit and I did not receive much advice on on this play so my money was allocated elsewhere.
The short report only confirms what I thought and I still believe this stock has a long way to fall.
Posted on 2/26/25 at 9:30 am to jefforize
quote:
AppLovin – through its MAX mediation
platform – can “see” ads shown to Meta users in order to insert itself into the process and take credit for
the sale.
this is the attribution fraud I was referring to in my original post
Posted on 2/26/25 at 9:56 am to jlu03
Here we go with another "Short Seller" hit piece.
Maybe this one will be able to retire as well like Hindenburg off their "research".
SMCI has fully recovered from the Hindenburg "get rich scheme" they pulled back in August.
Maybe this one will be able to retire as well like Hindenburg off their "research".
SMCI has fully recovered from the Hindenburg "get rich scheme" they pulled back in August.
Posted on 2/26/25 at 9:57 am to jlu03
quote:
Down to $290.
Up to $327

Posted on 2/26/25 at 10:49 am to DarthRebel
In the ad tech world, it’s pretty much common knowledge that app traffic is loaded with fraud, bots and bad reporting everywhere. Suddenly, there’s a company claiming they can get amazing results but only if you’re spending a ton on other channels(Meta). There’s a reason they only work with big spenders: they need other marketing channels running to pull off their attribution trick.
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