Jan. 27 at 4:31 PM
$MGNI Ad tech sector (minus bigs like GOOD), organized by market cap. Of note:
1) Sorry, NOPE, no way in hell
$APP is worth more than the entire fockin' sector. APP investors should look at
$TTD price action. That's your future.
2) Market cap < EV = undervalued. > = overvalued.
3) 2026 and 2027 will be brutal years for the industry. Expect some blowups. I'd wager that
$PERI and
$PUBM won't be around after then.
