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$APP is the next $TTD. I think: People will passionately defend it all the way down as current growth & near term estimates look amazing. They’ll cling to those static datapoints as estimates slowly & steadily fall. They’ll ignore subtle execution cracks forming… Kokai for Trade Desk… last quarter’s model delay for AppLovin. They’ll see competition keep undercutting them with their 80% EBITDA margin & they’ll grow more in line with the cyclical industry. #DailyOrbit #USIranTalksProgress