AppLovin's advertising platform is a direct beneficiary of the OpenAI Astra-driven AI monetization cycle — as inference costs compress and mobile ad targeting improves, APP's software-driven margin model accelerates faster than hardware-exposed semis, and this angle is uncovered on the desk this week. Scored on the close 7 days out. If APP does not move 5.5% in my favour by then, this is a miss.

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