Jonah Lupton(@JonahLupton):Just reviewed most recent alt data for $RDDT and $APP ... $RDDT Consensus (sell side) is at +49% YoY revenue growth for Q3 Alt data is showing +59% YoY revenue growth for Q3 $APP Consensus (sell side) is at +47% YoY revenue growth for Q3 Alt data is showing +52% YoY revenue growth for Q3 With regards to valuations, coming into the week... $RDDT is trading at 18x NTM EPS (not including cash) $APP is trading at 16x NTM EPS (not including cash). $APP is currently trading around $300 with massive support in the $290s from 200w ema, VWAP from 2023 lows and the .618 fibs retracement from 2023 lows NFA. DYOR.

Jonah Lupton

@JonahLupton

CEO/CIO at @LuptonCapital and @FirstWaveFund, long-biased hedge fund, focused on undervalued growth stocks that can triple within 3 years, we love big catalysts

가입 April 2008

2.9K 팔로잉 중 554.3K 팬

Jonah Lupton@JonahLupton

2026.08.24 15:15

Just reviewed most recent alt data for $RDDT and $APP ... $RDDT Consensus (sell side) is at +49% YoY revenue growth for Q3 Alt data is showing +59% YoY revenue growth for Q3 $APP Consensus (sell side) is at +47% YoY revenue growth for Q3 Alt data is showing +52% YoY revenue growth for Q3 With regards to valuations, coming into the week... $RDDT is trading at 18x NTM EPS (not including cash) $APP is trading at 16x NTM EPS (not including cash). $APP is currently trading around $300 with massive support in the $290s from 200w ema, VWAP from 2023 lows and the .618 fibs retracement from 2023 lows NFA. DYOR.