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← @jonahlupton

$APP

BULLISH2026-09-28
Price around the call
↑ 2026-09-28
By horizonMaturing · ~3 trading days to go
1d
✗ -4.8%
5d
✗ -10.7%
21d
…
Original post
Jonah Lupton · 2026-09-28

$APP is a growth company priced like a value stock!!! $APP’s ecommerce business is showing nice momentum… when they launched this platform earlier in the summer to “general availability” … pixel growth was only 1-3% Week-over-Week (WoW) for the first two months… seemed like most people were already writing off ecommerce... then we saw acceleration to 3-4% WoW for the next month… two weeks ago pixel growth was +5.1% WoW and now this past week pixel growth was +11.7% WoW 🔥 I believe $APP's GA launch in the summer was intentional so they could scale slow while they tweaked the models and smoothed out any problems before onboarding thousands and thousands of new clients ahead of the holiday shopping season Now we’re seeing that acceleration play out… pixel growth is now up +25% MoM which

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