APP trades at 16x forward earnings amid skepticism over e-commerce pivot; 7% weekly Pixel adoption growth indicates potential realization of second growth phase.

Okay, let's move on to the last arrow we have today. Our little reward. I wanted to highlight the company "Apple Oven". Yes, and the reason it's just an extra stock is that there are a lot of risks involved .

We will not break down the entire investment case for or against "Apple Oven". It bears the indicator symbol APP . But I wanted to bring it up for discussion because of one interesting thing, and I think it's timely.

So, this is a digital advertising company that has grown tremendously, primarily in the mobile video game industry . This is the area in which she gained her expertise and grew at an amazing rate, until she truly dominated that entire market.

You start by asking yourself, what is the second chapter for " Apple Oven"? Apple Oven says our second chapter here, and our second big growth engine, will be in e-commerce. There is a reason , if you are an investor, to be somewhat skeptical of this because there are different dynamics at play from mobile gaming to e-commerce and even talking about web-based e-commerce as well.

So, we are in a completely different field, can she replicate her success story?

One of the interesting things here is that its e-commerce advertising tool is called " Pixel". Currently, Pixel is still in its early stages in terms of adoption. However, third-party data now shows that 15,000 e-commerce stores are using this, and in the last week it saw a 7% growth compared to the previous week.

Growth of 7% week after week . If you can maintain and even increase this momentum based on this growth rate in Pixel downloads, and expect it to continue for half a year, then you are actually gaining strength in a much larger area than mobile gaming.

Therefore, the stock is trading at only 16 times its future earnings. Investors are extremely skeptical, and there are good reasons for this skepticism. However, there is some data now indicating that the second phase is about to be realized for Apple 11.

It should certainly be watched closely. I know this stock is currently causing a split among investors because some believe its best growth period is over. While others believe it is a stock of great value.