特别篇 · AppLovin｜从废墟到标普五百，机会还在不在

The Long View 特别篇。用一整集把 AppLovin（APP）从头到尾讲一遍：为什么 2021–2022 年从高点跌掉 92%，为什么 2024 年又涨了 712%、2025 年被纳入标普五百，今天这个价位机会还在不在。三个核心机制：苹果 ATT 信号冲击 + 加息宏观 + 索罗斯式反身性下跌；五招回来——AXON 2.0 深度学习重写、长 LTV + 混合变现、最底部回购、Tripledot 出售完成纯软件转型、标普 500 纳入；以及今天的关键悬念——电商自助服务能否把数据飞轮迁移出去、SEC 调查 + 荷兰隐私集体诉讼怎么收尾。投资框架用索罗斯反身性、达摩达兰叙事估值的 3P 测试 + 三角铁律、多西的网络效应护城河、分数凯利的仓位纪律。结论：2022 年 38 美元那次机会今天不存在了；今天的机会是条件性的、两个二元事件叠加，仓位应该小而不是大，是一只值得尊重而不是追逐的股票。

NOW PLAYING

0:00 24:17

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

I'm ok

Mar 26, 2026 ·1m

Food Saved My Life

Mar 19, 2026 ·34m

Eat More Vegetables: The 4 Foods That Beat Ozempic (Naturally)

Feb 18, 2026 ·11m

How to End Heart Disease with Dr. Fuhrman

Feb 11, 2026 ·45m

Revolutionizing Breast Health: QT Imaging, Overdiagnosis, and What to Do Instead

Jan 27, 2026 ·35m

REMIX: Why we over-shop and compulsively acquire, and how to stop, with Dr Jan Eppingstall

Jan 9, 2026 ·61m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Ask A Spaceman Archives - 365 Days of Astronomy Ask A Spaceman Archives - 365 Days of Astronomy Podcasting Astronomy Every Day of the Year Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food.

Frequently Asked Questions

How long is this episode of The Long View?

This episode is 24 minutes long.

When was this The Long View episode published?

This episode was published on May 25, 2026.

What is this episode about?

Can I download this The Long View episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!