User has invested over $500K into APP and RDDT stocks and plans to hold through upcoming earnings. Key risks include earnings volatility, market corrections, and concentration risk in a two-stock portfolio.

Despite a failed lawsuit causing a stock dip, APP maintains strong fundamentals with projected 30% CAGR over 5 years, robust Q3 seasonal expectations, and impressive margins in the high 80s with 50s% revenue growth. Key risks include continued legal setbacks and execution challenges to meet ambitious growth targets.