AppLovin Corporation (APP)

They make software tools for mobile app developers. When they IPO'd in April, it was a dud. Within a month, it tumbled below $50, but recently the market has embraced tech stocks again, so this rebounded to $81. They have a lot going for it. They now have 200 apps including popular mobile games like Project Makeover and Bingo Story, with over 40 million daily active users, plus tech tools like a monetization platform for app developers and a machine-learning platform. They recently bought a company that mobile advertisers track the effectiveness of their marketing campaigns. Their various businesses synergize each other. Further, they acquire mobile games often and synergize well. It's a play on a rapidly growing segment of the economy. 2018-2020, they boasted 73% annual compound revenue growth. Their third-party software business grows at 90%. Caveat: The stock isn't cheap, and IPO offered few shares, so this will get hammered when the lock-up period ends, but that's a buying opportunity. Leave room to add on weakness.