AppLovin Corporation
$320.56
APP
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Scouting Reports
The SaaS Capex Trap: Software's AI Monetization Reckoning
Jul 2, 2026
Michael Burry has trained his sights on the AI infrastructure trade, packaging new short bets against heavy machinery and a major chip ETF (because nothing says 'secular growth' like shorting Caterpil
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Federal Oversight Push Meets Fintech's Super-App Pivot
May 28, 2026
On Tuesday, a White House filing revealed that the administration is reviewing a proposed rule from the Commodity Futures Trading Commission (CFTC) to regulate prediction markets. The regulatory push,
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