AppLovin is attractive due to valuation reset: trading at 15x forward earnings with ~30% growth (PEG < 1) after being down >50% from peak.

Now, let's move to stock number two, which is going to be Apploven, stock ticker A. Now, this one is going to sound strange after I just told you that there aren't any technology stocks.

Apploving is actually officially classified as a communication services company, not a tech company. But let's be clear, this is absolutely an AIdriven growth company. And it's a great example of AI actually creating measurable economic value.

So let me explain what AppLovven does. Apploven helps advertisers find customers. That's the simplest explanation. Its advertising platform uses machine learning and AI to determine who should an advertisement be seen by, when should they see it, how much should an advertiser pay, how likely is that customer to convert.

And this is exactly the type of AI application I love. Businesses don't care that something uses AI. They care about three letters, ROI. If apploving models can generate better returns for advertisers, well, then advertisers want to spend more.

Apploving earns more. and the flywheel gets stronger.

So, what's the catalyst? What am I watching now? Is Apploven's expansion beyond gaming. If management can successfully take its advertising technology into broader e-commerce and web advertising, the addressable market becomes dramatically larger, and that's the upside.

But what's the risk? Well, expectations are extremely high. When you are priced for excellence, good results aren't always good enough. But what we saw in the month of August was paying for the stock.

The company reported earnings and the day after suffered its worst sell-off and since peaking at the end of 2025, shares are down more than 50%. Now, this doesn't mean it's straight up from here.

So, when looking at this stock, understand time is needed, but a lot of the risk has been taken out to a degree.

As we are talking about a stock that once had earnings multiple above 60x, today we see it trading at a forward earnings multiple of 15x. While analysts expect near 30% earnings growth next year, giving the stock a PEG ratio well below one.

I like that valuation. And when you look here at the stock investors edge site, we can see the company sports an edge score of 82. Again, very strong. This is a company to strongly consider having on your September watch list, especially after the downturn we saw recently.

Uber, mobility, delivery, autonomy or apploven, AI advertising.