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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Moon Dev
im not trying to be cocky

when i say im the best quant on youtube

but im not wrong

no one else shares this stuff

i win by default 🥀
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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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God of Prompt
Oh well this is interesting 🧐

Introducing Cowork: Claude Code for the rest of your work.

Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3 - Claude
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God of Prompt
On one hand, prompt engineering won’t matter.

Future AI will just… get it.

On the other hand, context windows are about to hit millions of tokens.

One well-structured prompt might be the difference between “good answer” and “scientific breakthrough.”
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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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God of Prompt
2025: vibe coding

2026: vibe working

Introducing Cowork: Claude Code for the rest of your work.

Cowork lets you complete non-technical tasks much like how developers use Claude Code. https://t.co/EqckycvFH3 - Claude
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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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God of Prompt
you can just claude things
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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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Illiquid
Soft chemical mechanical planarization pads from a company that also makes underwear. https://t.co/LupqgdEK0B
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Dimitry Nakhla | Babylon Capital®
One of the most important innovations in $ASML history was the PAS 5500 🤖

What made it special wasn’t just performance — it was architecture: 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘭𝘪𝘵𝘩𝘰𝘨𝘳𝘢𝘱𝘩𝘺 𝘴𝘺𝘴𝘵𝘦𝘮 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘣𝘶𝘪𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝒎𝒐𝒅𝒖𝒍𝒂𝒓 𝒅𝒆𝒔𝒊𝒈𝒏, 𝘸𝘩𝘦𝘳𝘦 𝘤𝘰𝘮𝘱𝘰𝘯𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵𝘭𝘺 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘵𝘩𝘦𝘯 𝘢𝘴𝘴𝘦𝘮𝘣𝘭𝘦𝘥 𝘭𝘪𝘬𝘦 𝘱𝘶𝘻𝘻𝘭𝘦 𝘱𝘪𝘦𝘤𝘦𝘴

That modularity was powerful: 𝐭𝐡𝐞 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐲𝐨𝐮 𝐛𝐮𝐲 𝐢𝐬 𝐧𝐞𝐯𝐞𝐫 𝐭𝐡𝐞 𝐟𝐢𝐧𝐚𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 — $ASML could continuously upgrade systems by swapping modules and improving individual components over time

And the human element matters too: 𝐌𝐚𝐫𝐭𝐢𝐧 𝐯𝐚𝐧 𝐝𝐞𝐧 𝐁𝐫𝐢𝐧𝐤 was the architect behind it, and he and his team had to navigate the geopolitical uncertainty around Operation Desert Storm to keep $IBM engaged — ultimately winning them over
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Dimitry Nakhla | Babylon Capital®
One of the most important innovations in $ASML history was the PAS 5500 🤖

What made it special wasn’t just performance — it was architecture: 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘭𝘪𝘵𝘩𝘰𝘨𝘳𝘢𝘱𝘩𝘺 𝘴𝘺𝘴𝘵𝘦𝘮 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘣𝘶𝘪𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝒎𝒐𝒅𝒖𝒍𝒂𝒓 𝒅𝒆𝒔𝒊𝒈𝒏, 𝘸𝘩𝘦𝘳𝘦 𝘤𝘰𝘮𝘱𝘰𝘯𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵𝘭𝘺 𝘮𝘢𝘯𝘶𝘧𝘢𝘤𝘵𝘶𝘳𝘦𝘥 𝘢𝘯𝘥 𝘵𝘩𝘦𝘯 𝘢𝘴𝘴𝘦𝘮𝘣𝘭𝘦𝘥 𝘭𝘪𝘬𝘦 𝘱𝘶𝘻𝘻𝘭𝘦 𝘱𝘪𝘦𝘤𝘦𝘴

That modularity was powerful: 𝐭𝐡𝐞 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐲𝐨𝐮 𝐛𝐮𝐲 𝐢𝐬 𝐧𝐞𝐯𝐞𝐫 𝐭𝐡𝐞 𝐟𝐢𝐧𝐚𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 — $ASML could continuously upgrade systems by swapping modules and improving individual components over time

And the human element matters too: 𝐌𝐚𝐫𝐭𝐢𝐧 𝐯𝐚𝐧 𝐝𝐞𝐧 𝐁𝐫𝐢𝐧𝐤 was the architect behind it, and he and his team had to navigate the geopolitical uncertainty around Operation Desert Storm to keep $IBM engaged — ultimately winning them over

Source: 𝘍𝘖𝘊𝘜𝘚 - 𝘛𝘩𝘦 𝘈𝘚𝘔𝘓 𝘞𝘢𝘺 by @marchijinkNRC
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