Nov. 26 at 6:11 PM
$MGNI I continue to add more exposure and will add more heavily once we cross above this trendline. Google remedies will likely be resolved in early 2026, at which point I expect a re-rate of Magnite stock. I don’t see
$TTD entering the supply-side, Magnite should be able to garner a disproportionate share of
$GOOGL market share loss in a fair bidding environment.