1. AppLovin's growth momentum is weakening, with EPS declining sequentially despite ongoing revenue growth; 2. Valuation analyses indicate the market may be overly optimistic about AppLovin's prospects amid slowing EPS trends; 3. The company's capital allocation strategy raises concerns due to aggressive share buybacks despite high debt levels and stagnant R&D spending, deviating from industry best practices.

1. Texas Instruments has demonstrated strong capital allocation and dividend growth, outperforming the S&P 500 by 20% since April. 2. Despite lagging peers post-pandemic, strategic investments in automation and electrification are expected to yield significant returns. 3. The company is expanding its manufacturing capabilities with new facilities like RFAB2 and LFAB1, positioning itself for long-term growth and profitability.