TheAnalyst: I believe $APP is the biggest opportunity in the market right now. A company that has a rule of 40 score of 127 shouldn't be trading at 17x NTM P/E. The last earnings report didn't really give any bearish signs at all. Missing revenue by 0.9% is nothing uncommon, even for AppLovin. Margins are even expected to improve further, as the operating leverage is absolutely insane. Yes, there are risks that need to be priced in. But as long as there are no signs of these risks actually becoming a problem yet. The company is expected to grow earnings at 45% for the next 2 years. This looks like a no-brainer at current levels.