Weekly Update July 8-12

AppLovin', TMDX scuttlebutt, NU currency fluctuations, and NET/ALAR hedge

Let’s get right into it!

IC Content

On Monday, we put out a Business Breakdown on AppLovin’. Here is a short section from it:

AppLovin’s business consists of connecting advertisers and publishers, mainly for mobile apps. The company owns or partners with 11 different mobile gaming studios, which have produced more than 200 games. This is a rich source of f…