Genius Sports (GENI)

Sports-betting data infrastructure. NFL is a big customer. Takes data from its clients and licenses it to sports-betting companies like DKNG. High-growth industry. 

Making acquisitions to diversify into marketing, with a recent large one. This changes the flavour of the original company. So it's now a show-me story.

(Note the short timeframe.)  Small enough to be an acquisition target.

They do sports data, like Sportradar, but most of their business is in the US. They do things like fraud detection in sports gambling. Only $2 billion market cap and will make their first profit this year and hit a new high this week. Business is good in sports gambling which is strong in recessions. True, there's more competition, but so is this overall pie.