Core Viewpoint - AppLovin received a positive endorsement from Citigroup, which has classified it as a top pick, leading to a 6.5% increase in its stock price [1][3][4] Group 1: Stock Performance - AppLovin's stock rose by 6.5% following Citigroup's endorsement [3] - The stock is currently experiencing volatility but was a breakout winner last year [4] - Citigroup maintains a buy rating with a price target of $600, suggesting nearly 70% upside potential [5] Group 2: Financial Performance - In Q1, AppLovin reported a 71% growth in its core advertising business, reaching $1.15 billion [6] - Adjusted EBITDA increased by 92% to $943.3 million [6] Group 3: Strategic Focus - The company sold its mobile app game business in May to concentrate on its ad tech platform [7] - AppLovin is planning to enter new verticals, such as connected TV, which could drive further growth [7] - The upcoming report on August 6 is anticipated to significantly impact the stock's performance [7]

Group 1: Tesla - Tesla has experienced a disappointing fourth quarter, with a 2% revenue increase to $27.5 billion and a decline in annual deliveries for the first time [2] - Unit sales dropped significantly across major markets: 45% in Europe, 15% in China, and 13% in the U.S. [3] - Analysts suggest that CEO Elon Musk's political involvement may have negatively impacted demand, but some believe it could expedite regulatory approvals for autonomous driving technology, which is seen as a $1 trillion opportunity [4][6] - Tesla plans to launch an autonomous ride-sharing service in Austin in June 2025 and aims to produce 10,000 humanoid robots for internal use by 2025 [5] - Wall Street anticipates a 16% increase in Tesla's adjusted earnings in 2025, but the current valuation of 115 times earnings is considered expensive [6] - The investment outlook for Tesla is binary, with potential for significant value increase if it successfully disrupts mobility and labor markets with AI products [7] - Analysts project a target price of $650 per share for Tesla, indicating a 136% upside from the current price of $275 [11] Group 2: The Trade Desk - The Trade Desk operates a leading independent ad tech platform, enhancing its services with AI tools [9] - The company has a strong presence in connected TV and retail advertising, with projected annual spending increases of 13% and 17% through 2028 [10] - The Trade Desk reported a 22% revenue increase to $741 million in the fourth quarter, missing its guidance for the first time in 33 quarters, but non-GAAP earnings rose 44% to $0.59 per diluted share [12] - CEO Jeff Green emphasized the company's focus on AI investments to improve client outcomes and product offerings [13] - Wall Street expects an 8% growth in adjusted earnings for The Trade Desk in 2025, with a current valuation of 40 times adjusted earnings considered expensive [13] - Analysts have set a target price of $148 per share for The Trade Desk, suggesting a 124% upside from its current price of $66 [11]