AppLovin shares tumble as short sellers question AXON ad software

Shares down 20% after being up 500% over the past year, so still up 4.5x. The tactics are common practice, if scammy.

I think the real interesting part here is that Unity and AppLovin have about the same potential market share of app advertising:

With the question being why can't Unity capitalize on the brand advertising that AppLovin has gone after.