$AppLovin Corporation(APP)$ And not directly affected by tariffs. Not a chip, or pharma, or mfg co, but does uses GPUs (NVDA) as an AI software co. Also, was VP Global Mktg for Fiber Optic products in 1995-1997, & for Enabling LCD Display Tech in 1998-2023, I do not see a bubble in AI GPUs & applications. Desire larger more meaningful direct ROIs & wider use cases. See building now. Juss mho.

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