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Premium: Ad nauseum

A look at Applovin's big pivots over the past year.

Operational Tooling APP U TTD META GOOG AMZN APPS RDDT AAPL
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

30 Jan 2026 • 43 min read

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Premium: IREN got the power

A look at IREN's runway from here.

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  • muji
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Premium: Nebius's narrative

A walk through their quarterly reports.

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