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The Few Bets That Matter
$META & co's compute will go to $NBIS & co.
Hyperscalers won’t carry all the overbuild risk. They’ve already started pushing it downstream; that’s the new normal.
Expect more deals, many more.
How the market prices risk is the real question, but short term, my two cents are long. Very long. Because the market is yet to realize that demand justifies spending.
For now.
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$META & co's compute will go to $NBIS & co.
Hyperscalers won’t carry all the overbuild risk. They’ve already started pushing it downstream; that’s the new normal.
Expect more deals, many more.
How the market prices risk is the real question, but short term, my two cents are long. Very long. Because the market is yet to realize that demand justifies spending.
For now.
tweet
AkhenOsiris
$MGNI
Benchmark analyst Dan Kurnos reiterated a Buy rating and $31 price target on Magnite.
The analyst commented, "We are kicking off the first of our 2026 top ideas by going back to the well with the return of one of our 2024 best ideas – Magnite. We suspect this will be a somewhat controversial pick given the shifting industry landscape and the rise of AI. That being said, we see multiple positive catalysts on the horizon for Magnite in what should be a stellar year for CTV growth even outside of premium events including the Olympics, the World Cup, and political, with Netflix (NFLX: Hold) leading the international AVOD charge and Amazon (AMZN: Buy) DSP continuing to make substantial inroads in the DV+ arena. We think competitive threats from OpenAds will prove to be overblown in short order while the adtech remedy ruling is likely to land early this year. In the meantime, shares of Magnite trade at just under 10x EV/EBITDA on 2026 numbers despite a consistent mid-teens EBITDA growth rate and a net cash position, with the converts due to be paid in full, further juicing an already stellar free cash flow that could be north of $200 million. Shares are also near the lower end of the recent trading range, as an elevated short interest suggests ongoing skepticism and a robust share buyback suggests a healthier floor. We think we could be right even without any Google tailwinds at all in 2026 as, just like Roku, we believe the momentum witnessed in 2025 will carry over into the new year and beyond."
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$MGNI
Benchmark analyst Dan Kurnos reiterated a Buy rating and $31 price target on Magnite.
The analyst commented, "We are kicking off the first of our 2026 top ideas by going back to the well with the return of one of our 2024 best ideas – Magnite. We suspect this will be a somewhat controversial pick given the shifting industry landscape and the rise of AI. That being said, we see multiple positive catalysts on the horizon for Magnite in what should be a stellar year for CTV growth even outside of premium events including the Olympics, the World Cup, and political, with Netflix (NFLX: Hold) leading the international AVOD charge and Amazon (AMZN: Buy) DSP continuing to make substantial inroads in the DV+ arena. We think competitive threats from OpenAds will prove to be overblown in short order while the adtech remedy ruling is likely to land early this year. In the meantime, shares of Magnite trade at just under 10x EV/EBITDA on 2026 numbers despite a consistent mid-teens EBITDA growth rate and a net cash position, with the converts due to be paid in full, further juicing an already stellar free cash flow that could be north of $200 million. Shares are also near the lower end of the recent trading range, as an elevated short interest suggests ongoing skepticism and a robust share buyback suggests a healthier floor. We think we could be right even without any Google tailwinds at all in 2026 as, just like Roku, we believe the momentum witnessed in 2025 will carry over into the new year and beyond."
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Quiver Quantitative
BREAKING: We just released a 2026 Midterms dashboard.
You can track how much money candidates are raising.
You can track where it's coming from.
Available for free here: https://t.co/0xtPLLSlzx https://t.co/QhnkPpwDhp
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BREAKING: We just released a 2026 Midterms dashboard.
You can track how much money candidates are raising.
You can track where it's coming from.
Available for free here: https://t.co/0xtPLLSlzx https://t.co/QhnkPpwDhp
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Offshore
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Offshore
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Moon Dev
i cant predict price
so i just try to buy and sell around peoples liquidations
i built this into the quant app
because when trading 40x leverage
i really need to be able to predict price
but i cant https://t.co/1kh4ZzAQXG
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i cant predict price
so i just try to buy and sell around peoples liquidations
i built this into the quant app
because when trading 40x leverage
i really need to be able to predict price
but i cant https://t.co/1kh4ZzAQXG
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Offshore
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Moon Dev
they got the quant app
everyone who came to the stream today got the quant app for free
and they got the api key for free
dont miss tomorrows stream
ill do the same thing
its only $5, join tomorrows stream here: https://t.co/JbJdIbVuzB
moon dev
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they got the quant app
everyone who came to the stream today got the quant app for free
and they got the api key for free
dont miss tomorrows stream
ill do the same thing
its only $5, join tomorrows stream here: https://t.co/JbJdIbVuzB
moon dev
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God of Prompt
RT @godofprompt: Anthropic engineers just leaked their internal AI workflow.
Turns out, 99% of people are using LLMs completely wrong.
Here are 5 techniques that separate amateurs from experts:
(Comment "Claude" and I'll DM you my complete Claude Mastery Guide) https://t.co/wXSK2A79tb
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RT @godofprompt: Anthropic engineers just leaked their internal AI workflow.
Turns out, 99% of people are using LLMs completely wrong.
Here are 5 techniques that separate amateurs from experts:
(Comment "Claude" and I'll DM you my complete Claude Mastery Guide) https://t.co/wXSK2A79tb
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Illiquid
Soft chemical mechanical planarization pads from a company that also makes underwear. https://t.co/LupqgdEK0B
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Soft chemical mechanical planarization pads from a company that also makes underwear. https://t.co/LupqgdEK0B
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