AppLovin (NASDAQ:APP) has moved far beyond its old mobile gaming identity. With Axon now at the center of the growth story, the company is trying to prove it can become a much larger AI-powered advertising platform for apps, e-commerce brands, and digital marketers.
Stock prices used were the market prices of May 12, 2026. The video was published on May 19, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.