Long
Long
Long
Long
Long
Long
Long
Long
Long
Long
Long
Long
Long
APPLOVIN: Is it too late to buy this gem?AppLovin is an American technology company founded in 2012 and listed on the stock market in 2021. Classified within the Information Technology sector of the S&P 500, under the Application Software industry, the company develops a software platform powered by artificial intelligence to optimize digital advertising and mobile application monetization.
Its proprietary AXON engine analyzes billions of signals to improve advertising campaign targeting and advertisers’ return on investment. Today, AppLovin is no longer limited to the mobile gaming market: its expertise is gradually being deployed in e-commerce and other segments of digital advertising, significantly expanding its total addressable market.
Its AXON software is clearly considered a world-class technology gem, and AppLovin has now become the king of AI-powered advertising. The group is delivering one of the fastest growth rates in the software sector, combined with strong cash generation and exceptionally high operating margins.
This combination explains why the market grants AppLovin a higher valuation than many traditional software companies. However, this premium valuation reflects high expectations regarding continued earnings growth and further expansion of its advertising platform.
Since its inclusion in the S&P 500, AppLovin has also become a closely followed company among institutional investors and is now one of the largest market capitalizations in the global software industry.
Originally, AppLovin operated in the video game industry as a mobile game publisher. In 2025, the company sold its entire historical mobile applications and gaming business to focus exclusively on AXON. And AXON is clearly delivering outstanding results, with exceptional profitability and still significant growth potential ahead.
Is it too late to invest in AppLovin shares? Is AppLovin’s AXON really without any serious competitors?
No, AppLovin’s AXON does have serious competitors, but the situation needs to be put into perspective: competition exists, yet very few players currently combine a comparable level of data, AI algorithms, advertising volume and continuous machine-learning feedback loops. This is precisely the core element of the AppLovin investment thesis.
The table below compares technology companies in the “Application Software” industry based on three criteria: market capitalization, traditional P/E ratio and forward P/E ratio. AppLovin ranks among the least expensive companies according to the forward P/E metric. Therefore, if expected earnings are achieved, AppLovin stock could still be considered attractively valued at current prices.
The chart below displays the weekly Japanese candlesticks of AppLovin’s stock.
DISCLAIMER:
This content is intended for individuals who are familiar with financial markets and instruments and is for information purposes only. The presented idea (including market commentary, market data and observations) is not a work product of any research department of Swissquote or its affiliates. This material is intended to highlight market action and does not constitute investment, legal or tax advice. If you are a retail investor or lack experience in trading complex financial products, it is advisable to seek professional advice from licensed advisor before making any financial decisions.
This content is not intended to manipulate the market or encourage any specific financial behavior.
Swissquote makes no representation or warranty as to the quality, completeness, accuracy, comprehensiveness or non-infringement of such content. The views expressed are those of the consultant and are provided for educational purposes only. Any information provided relating to a product or market should not be construed as recommending an investment strategy or transaction. Past performance is not a guarantee of future results.
Swissquote and its employees and representatives shall in no event be held liable for any damages or losses arising directly or indirectly from decisions made on the basis of this content.
The use of any third-party brands or trademarks is for information only and does not imply endorsement by Swissquote, or that the trademark owner has authorised Swissquote to promote its products or services.
Swissquote is the marketing brand for the activities of Swissquote Bank Ltd (Switzerland) regulated by FINMA, Swissquote Capital Markets Limited regulated by CySEC (Cyprus), Swissquote Bank Europe SA (Luxembourg) regulated by the CSSF, Swissquote Ltd (UK) regulated by the FCA, Swissquote Financial Services (Malta) Ltd regulated by the Malta Financial Services Authority, Swissquote MEA Ltd. (UAE) regulated by the Dubai Financial Services Authority, Swissquote Pte Ltd (Singapore) regulated by the Monetary Authority of Singapore, Swissquote Asia Limited (Hong Kong) licensed by the Hong Kong Securities and Futures Commission (SFC) and Swissquote South Africa (Pty) Ltd supervised by the FSCA.
Products and services of Swissquote are only intended for those permitted to receive them under local law.
All investments carry a degree of risk. The risk of loss in trading or holding financial instruments can be substantial. The value of financial instruments, including but not limited to stocks, bonds, cryptocurrencies, and other assets, can fluctuate both upwards and downwards. There is a significant risk of financial loss when buying, selling, holding, staking, or investing in these instruments. SQBE makes no recommendations regarding any specific investment, transaction, or the use of any particular investment strategy.
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts suffer capital losses when trading in CFDs. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
Digital Assets are unregulated in most countries and consumer protection rules may not apply. As highly volatile speculative investments, Digital Assets are not suitable for investors without a high-risk tolerance. Make sure you understand each Digital Asset before you trade.
Cryptocurrencies are not considered legal tender in some jurisdictions and are subject to regulatory uncertainties.
The use of Internet-based systems can involve high risks, including, but not limited to, fraud, cyber-attacks, network and communication failures, as well as identity theft and phishing attacks related to crypto-assets.
ABB India: Could double...⚡ 🏭 📈 🔋 🚀
1. The Macro Setup: The Hunt Volatility Funnel
Look at the weekly chart.
NSE:ABB has spent over two years carving out a massive, highly symmetrical Hunt Volatility Funnel
@TheCryptoSniper
The Compression: After hitting macro resistance near 9,027 in mid-2024, the price underwent a deep, necessary cooling-off period.
The Squeeze: Throughout 2025 and early 2026, the price action compressed significantly, trapping liquidity within narrowing boundaries.
The Breakout Trigger: We are right at the edge of the knife. ABB is currently pressing hard against the upper bounds of the funnel at 7,021.
Volatility is coiled like a spring, and a clean weekly close outside this structure will signal a massive momentum expansion phase.
2. The Fundamental Core: Why ABB Deserves a Hyper-Premium
This isn't a speculative momentum play; it is a structural transformation story.
ABB India sits at the absolute epicentre of two of the most capital-intensive secular trends of this decade: the global AI data centre boom and India's massive power grid modernisation.
The AI Proxy Play (The Power Hunger)
The market is finally realising that AI is fundamentally an energy infrastructure story.
AI data centre's require 3x to 5x more power density than legacy facilities.
You cannot deploy advanced computing clusters without specialised, hyper-reliable electrification infrastructure.
ABB owns this bottleneck.
From advanced medium-voltage switchgear and smart distribution panels to digital energy management systems, ABB is the premier pick-and-shovel play.
They don't build the AI models—they build the physical nervous system that keeps them powered.
India's Power Grid Capital Expenditure Supercycle
Simultaneously, India is undergoing an unprecedented overhaul of its transmission and distribution infrastructure.
The integration of massive renewable energy capacity requires a digitized, robust, and highly automated grid to manage intermittent loads.
ABB’s electrification and automation divisions are capturing massive, high-margin order books as both public utilities and private industrial giants aggressively scale their capital expenditures.
3. Execution Coordinates & Multi-Tier Targets
The technical geometry on this chart provides clean, objective mathematical extensions to compound capital aggressively into outside space:
The Invalidation Line: The script has a line in the sand. A structural breakdown below the pattern fail zone at 6,652 invalidates the immediate expansion thesis.
Linear Target 1: 7,689
Linear Target 2: 8,619
Linear Target 3: 11,412
Logarithmic Target 3 (The Case for 2x): 13,687
When macro compression of this magnitude resolves to the upside, the extensions frequently overshoot standard linear targets.
Moving from the current compression block toward the Log target represents an absolute duplication of value—fully backed by structural corporate earnings power.
Let the crowd chase the late-stage hype.
We map the infrastructure bottlenecks early.
Onto the next block.
#ABBIndia #Infrastructure #CapExSupercycle #DataCenters #AIProxy #PriceAction #VolatilitySqueeze #ChartPatterns #NiftyInfra #TechnicalAnalysis #India IBM's revenue miss exposes AI-driven software spending shiftIBM | 1D Technical Analysis — Jul 17, 2026
IBM issued a Q2 pre-announcement warning, with preliminary revenue of $17.2B coming in 1% above last year but missing the $17.9B consensus. CEO Krishna explained that customers redirected quarterly capex toward servers, storage, and memory to secure constrained AI infrastructure, directly crowding out mainframe purchases. Krishna also cited Anthropic's Claude Mythos launch as a factor, noting it briefly paused enterprise contract signings as customers reassessed cybersecurity spending priorities. The confession has fueled broader market concern that enterprises are cutting software budgets to fund AI infrastructure, a read-across that rattled software sector sentiment broadly.
IBM has been in a volatile, multi-month period, with a sharp June spike to 332, followed by an equally sharp reversal that has now brought the price down to the 205 area, a decline of nearly 35% from the high in under two months. Price is currently trading around 220, with EMA21 (265.71) above EMA78 (262.83), though both EMAs are now trending lower following the recent breakdown, and the bullish cross that formed at early June is being rapidly unwound.
The daily chart shows a textbook distribution top, a spike to 330, immediate rejection, a lower high near 295, and then a cascading breakdown through 260, 233, and 205 in rapid succession. Today's 3.72% bounce from the 205 low is a technical relief move, but price remains well below both EMAs and all prior support levels that now act as overhead resistance. RSI at 32.90 is approaching oversold territory, providing the conditions for a short-term bounce but not yet confirming a structural bottom.
Key levels to watch:
Resistance: 233 / 260 / 262.83 (EMA78) / 265.71 (EMA21) / 295
Support: 205 (recent low) / 195 / 185 (structural floor)
Bear case: Failure to reclaim 233 on the current bounce and a rollover back toward 205 would suggest the low has not been established. A close below 205 opens the path toward 195 and the 185 structural floor, with the enterprise software spending narrative providing no near-term fundamental relief.
Bull case: A hold above 205 and a recovery through 233 would signal that the worst of the selling is absorbed. Reclaiming EMA78 at 262 and EMA21 at 265 would be the minimum requirement to suggest a structural recovery is underway, likely requiring a positive catalyst around the full Q2 earnings release.
Bias is bearish — the distribution-top structure, a breakdown through multiple support levels, and the fundamental admission that AI infrastructure spending is directly cannibalizing IBM's core software business create a difficult setup. The 205 level is the line in the sand. Without a hold here, further downside toward 195–185 remains the path of least resistance.
Long
Long
Short
Short
ORCL - From Erections Come CorrectionsORCL is a textbook example of a setup I call: “From Erections Come Corrections.”
1. It also shows why log charts lie to you on the way down.
When you’re evaluating downside risk, remember: every stock is always 100% away from zero.
A linear chart makes the real danger obvious. I don’t even need to measure this one — the drop is roughly 50% staring you in the face.
2. Look at the speed of that drop.
If you’re one of those heroes trying to squeeze an extra 3% at the top and end up wearing a -50% drawdown because you had no exit plan… that’s not bad luck — that’s greed and negligence teaming up to hand you a bag of sh*t.
3. But if you actually respected risk, took profits, and GTFO/STFO with cash in hand?
Now you get to walk back in as a well-refined gentleman or lady, gracefully to start building a position at at a “500% discount,” as Trump would say.
4. Notice anything magical on my chart?0
No algos. No secret indicators. No fairy-tale narratives. Not even candlesticks. Just plain vanilla price action.
That’s proper charting. Keep it simple.
You chose to play this game, so at least play it right.
Lastly, if the market tanks here, ORCL will just keep tanking as well. BUT! you will be getting in with a 50% discount already. That, my friends, is the difference.
THANK YOU for getting me to 5,000 followers! 🙏🔥
Let’s keep climbing.
If you enjoy the work:
👉 Drop a solid comment
Let’s push it to 6,000 and keep building a community grounded in truth, not hype.
Long 
Long
Long
