{"podcast":{"title":"Chip Stock Investor Podcast","slug":"chip-stock-investor-podcast-6441813","podcast_index_feed_id":6441813,"rss_url":"https://anchor.fm/s/e2cacf78/podcast/rss","website_url":"https://chipstockinvestor.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/37949422/37949422-1745251328337-b57bc485b0f23.jpg","author":"Nicholas Rossolillo; Kasey Rossolillo","episode_count":488,"summary":"Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the engine of the world, and how to invest in its growth.","last_synced_at":"2026-09-10T14:19:01.542886+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813"},"episode":{"title":"AppLovin Fell 38% — Broken Thesis or Buying Opportunity? (APP Stock Deep Dive)","slug":"applovin-fell-38-broken-thesis-or-buying-opportunity-app-stock-deep-dive","published_at":"2026-08-27T15:45:40+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/applovin-fell-38-broken-thesis-or-buying-opportunity-app-stock-deep-dive","show_page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/AppLovin-Fell-38--Broken-Thesis-or-Buying-Opportunity--APP-Stock-Deep-Dive-e3nvkof","audio_url":"https://anchor.fm/s/e2cacf78/podcast/play/124817615/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-27%2F430657254-44100-2-cfde29fc647cd.mp3","summary":"AppLovin (APP) stock fell 38% after earnings — but is the digital advertising thesis actually broken, or is this a buying opportunity? Shares dropped roughly 38% after AppLovin's latest report, and investors are asking whether the mobile-ad-turned-AI-advertising company can keep growing into its valuation. In this episode, we map the entire digital ad supply chain, from the walled gardens (Google, Meta, Amazon) that control roughly two-thirds of digital ad spend, down to the demand-side and supply-side platforms competing around them. We trace AppLovin's path from a 2012 mobile-game user-acquisition tool into one of the largest software companies in digital advertising, powered by its Axon 2.0 AI algorithm. We cover the sale of its game studios to Tripledot, its push into e-commerce through a Shopify integration, and why the market is worried about decelerating revenue growth alongside historically high operating and free cash flow margins. Using our new Custom Supply Chain tool, we compare AppLovin against Omnicom, The Trade Desk, Google, and Magnite to show where value actually accrues and share our own take as long-time shareholders. If you're deciding whether AppLovin is a buy after this sell-off, this is the fundamentals-first framework to make that call yourself. If you want the reasoning behind more names like this one, Semiconductor Insider covers the process in more depth. Get access to all our research, weekly live Q&A events, and a growing set of tools to build your process: https://www.chipstockinvestor.com All our socials: https://linktr.ee/chipstockinvestor If you're getting value from the show, follow so you don't miss the next one. — Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee mo…","meta_description":"AppLovin (APP) stock fell 38% after earnings — but is the digital advertising thesis actually broken, or is this a buying opportunity? Shares dropped roug…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1532,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/applovin-fell-38-broken-thesis-or-buying-opportunity-app-stock-deep-dive/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/applovin-fell-38-broken-thesis-or-buying-opportunity-app-stock-deep-dive.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}