APPBullpending
Michael TylerTarget Price
$500
“Fair value on this thing is well over 500.”
Thesis at the time
Strongly BullishThe host thinks AppLovin is dramatically undervalued relative to its growth, calling its fair value well above its current trading price. He plans to buy the stock on any market-wide fear-driven dip.
Key arguments
- PEG ratio of 0.5 versus peers like ELF at 2.5.
- Trades at a 15x PE multiple despite ~54% revenue growth and ~80% earnings growth.
Hedges and caveats (from the video)
- Uncertainty around US/Trump military response to Iran
- Conditional prediction: Tesla price targets dependent on whether correction materializes
- Multiple macro factors at play (bond yields, inflation, Fed policy)
- Consumer spending not yet recessionary despite headwinds
The call
- Date said
- Sep 1, 2026
- Price at prediction
- $311.74
- Current price (live)
- $328.73$171.27 below target
- Confidence
- high
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Stated as a definitive fair value claim with a specific price and no hedging language.
Source
Tesla Stock's September Correction just STARTED!?
Said on Sep 1, 2026Open on YouTube ↗