AppLovin's Crash Ignores The Durable AI Growth Story (Rating Upgrade)

Core Insights - AppLovin Corporation's stock has declined nearly 35% from its September 2025 highs, indicating a challenging investment environment for those who purchased shares at that time [1] Group 1: Analyst Profile - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors [1] - The analyst specializes in identifying attractive risk/reward opportunities that can potentially generate alpha above the S&P 500 [1] - The investment strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting undervalued ones with recovery potential [1] Group 2: Investment Strategy - The investment group Ultimate Growth Investing aims to identify high-potential opportunities across various sectors, focusing on growth stocks with strong fundamentals [1] - The group targets ideas with significant upside potential and contrarian plays, with an investment horizon of 18 to 24 months [1] - The strategy emphasizes capitalizing on growth stocks that exhibit buying momentum and turnaround potential at attractive valuations [1]