The Consumer Analyst is right that refining margins are structural — but missing that memory is entering a phase refining already exited. (https://www.marketwatch.com/story/applovins-ai-stumbles-send-the-stock-sliding-toward-its-worst-day-in-over-a-year-1fbc81dd?mod=mw_rss_topstories) isn't a single-quarter signal; it's forward guidance deterioration baked into 2027 capex decisions.

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