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 โ 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 โ 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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Offshore
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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
Video
Offshore
Video
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
Video
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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Offshore
Photo
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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Offshore
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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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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
One of the most important innovations in $ASML history was the PAS 5500 ๐ค
What made it special wasnโt just performance โ it was architecture: ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ญ๐ช๐ต๐ฉ๐ฐ๐จ๐ณ๐ข๐ฑ๐ฉ๐บ ๐ด๐บ๐ด๐ต๐ฆ๐ฎ ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐ช๐ฏ๐ฅ๐ถ๐ด๐ต๐ณ๐บ ๐ฃ๐ถ๐ช๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐๐๐ ๐๐๐๐ ๐ ๐๐๐๐๐, ๐ธ๐ฉ๐ฆ๐ณ๐ฆ ๐ค๐ฐ๐ฎ๐ฑ๐ฐ๐ฏ๐ฆ๐ฏ๐ต๐ด ๐ธ๐ฆ๐ณ๐ฆ ๐ช๐ฏ๐ฅ๐ฆ๐ฑ๐ฆ๐ฏ๐ฅ๐ฆ๐ฏ๐ต๐ญ๐บ ๐ฎ๐ข๐ฏ๐ถ๐ง๐ข๐ค๐ต๐ถ๐ณ๐ฆ๐ฅ ๐ข๐ฏ๐ฅ ๐ต๐ฉ๐ฆ๐ฏ ๐ข๐ด๐ด๐ฆ๐ฎ๐ฃ๐ญ๐ฆ๐ฅ ๐ญ๐ช๐ฌ๐ฆ ๐ฑ๐ถ๐ป๐ป๐ญ๐ฆ ๐ฑ๐ช๐ฆ๐ค๐ฆ๐ด
That modularity was powerful: ๐ญ๐ก๐ ๐ฆ๐๐๐ก๐ข๐ง๐ ๐ฒ๐จ๐ฎ ๐๐ฎ๐ฒ ๐ข๐ฌ ๐ง๐๐ฏ๐๐ซ ๐ญ๐ก๐ ๐๐ข๐ง๐๐ฅ ๐ฉ๐ซ๐จ๐๐ฎ๐๐ญ โ $ASML could continuously upgrade systems by swapping modules and improving individual components over time
And the human element matters too: ๐๐๐ซ๐ญ๐ข๐ง ๐ฏ๐๐ง ๐๐๐ง ๐๐ซ๐ข๐ง๐ค was the architect behind it, and he and his team had to navigate the geopolitical uncertainty around Operation Desert Storm to keep $IBM engaged โ ultimately winning them over
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One of the most important innovations in $ASML history was the PAS 5500 ๐ค
What made it special wasnโt just performance โ it was architecture: ๐ต๐ฉ๐ฆ ๐ง๐ช๐ณ๐ด๐ต ๐ญ๐ช๐ต๐ฉ๐ฐ๐จ๐ณ๐ข๐ฑ๐ฉ๐บ ๐ด๐บ๐ด๐ต๐ฆ๐ฎ ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐ช๐ฏ๐ฅ๐ถ๐ด๐ต๐ณ๐บ ๐ฃ๐ถ๐ช๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐๐๐ ๐๐๐๐ ๐ ๐๐๐๐๐, ๐ธ๐ฉ๐ฆ๐ณ๐ฆ ๐ค๐ฐ๐ฎ๐ฑ๐ฐ๐ฏ๐ฆ๐ฏ๐ต๐ด ๐ธ๐ฆ๐ณ๐ฆ ๐ช๐ฏ๐ฅ๐ฆ๐ฑ๐ฆ๐ฏ๐ฅ๐ฆ๐ฏ๐ต๐ญ๐บ ๐ฎ๐ข๐ฏ๐ถ๐ง๐ข๐ค๐ต๐ถ๐ณ๐ฆ๐ฅ ๐ข๐ฏ๐ฅ ๐ต๐ฉ๐ฆ๐ฏ ๐ข๐ด๐ด๐ฆ๐ฎ๐ฃ๐ญ๐ฆ๐ฅ ๐ญ๐ช๐ฌ๐ฆ ๐ฑ๐ถ๐ป๐ป๐ญ๐ฆ ๐ฑ๐ช๐ฆ๐ค๐ฆ๐ด
That modularity was powerful: ๐ญ๐ก๐ ๐ฆ๐๐๐ก๐ข๐ง๐ ๐ฒ๐จ๐ฎ ๐๐ฎ๐ฒ ๐ข๐ฌ ๐ง๐๐ฏ๐๐ซ ๐ญ๐ก๐ ๐๐ข๐ง๐๐ฅ ๐ฉ๐ซ๐จ๐๐ฎ๐๐ญ โ $ASML could continuously upgrade systems by swapping modules and improving individual components over time
And the human element matters too: ๐๐๐ซ๐ญ๐ข๐ง ๐ฏ๐๐ง ๐๐๐ง ๐๐ซ๐ข๐ง๐ค was the architect behind it, and he and his team had to navigate the geopolitical uncertainty around Operation Desert Storm to keep $IBM engaged โ ultimately winning them over
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