Aldebaran Intelligence

$APPS DT AGP has been growing at a rate of 26% quarter-over-quarter in APAC for the past 8 quarters. At this pace, that would amount to $200 million in 10 quarters. And you might think I’m crazy, but I consider that practically a done deal.

$APPS guess who's doing the monetization for them. Let U and APP focus on gaming. Microdramas growing at 67% this year, imo proxy for AGP. global.chinadaily.com.cn/a/2…

$APPS just as reminder that EU DMA not only includes mobile apps, but also "virtual assistants" - so google can't just block out every competing ai agent from the phone. That's the loophole for DT in a post-apps world.

$APPS I remember June 2025, when CFO Steve Lasher started and pushed the earnings release back by two weeks to June 16th - in the grand scheme of things, did that lead to poor results or change anything about the company?

$APPS gap to $20, if that happens.

$APPS expanding into lock screens, e-commerce & more. DT’s edge in AGP: exclusive phone inventory you can’t bid on in the open market - fully protected from AppLovin & Meta. Lock screens = pure brand power. Coca-Cola when you’re thirsty or at the checkout . Underrated.

$APPS to quote the great philospher Bill Stone: "...and momentum gets momentum" I counted 10 times "momentum" in the last conference transcript

$APPS My base-case prediction for the next 6Q.

$APPS why is DT's Flywheel compounding?

$APPS is now riding two massive secular tailwinds: the migration of brand dollars from the open web to apps, and the emergence of AI agent distribution.

$APPS based on $META better than expected results, I updated Digital Turbine's earnings forecast for Q2FY2027

$APPS Every time Stephen Ayers publishes a new post on Seeking Alpha, you know the bottom is in—he’s the best contrarian indicator for this stock. @meremrtl

$APPS insider selling last 2 years. Who stands out? $APP $U $MGNI

$APPS ROTH MKM: - July 21: $11.50 - Aug 6: $17.50 - Oct 15: $19.00 Just saying, in less than 3 months. What's gonna happen for the next 3 months, if they have to adjust 15% growth higher? DT executes against a 20% annually growing pie (TAM) of brand ad until 2030

$APPS right now it's getting sold-off because of its debt. But we all know, the delta between EBITDA and Debt is closing faster and faster. (operating leverage above $150M/Q revenue, almost every $1 at the margin translates to $0.80 into EBITDA) 3:1 EBITDA Growth/Revenue Growth

$APPS volatility compression. Tight.