Jun. 29 at 5:49 PM
$CNET — Massive volume spike today on a 3.67M float stock. Moves easy, reads hard. Recovering from 52-week low
$0.57, now near
$1.26. Hold
$0.70 with volume = possible push to
$1.50. Fade on low volume. Don't chase the candle — confirm the follow-through first.
$TTD — Sitting near
$18-19, down 80%+ from late 2024 highs, 19% drop in June alone, testing 52-week low
$17.33. Q1 revenue grew 12% to
$689M, margins solid at 77.8% — fundamentals aren't the problem. Amazon competition, agency tensions, and exec turnover killed the multiple. New CFO starts July 9. If
$17 breaks, next support is unclear. Watch that level.
$PERI — ~
$8.45, same adtech headwinds as TTD but smaller scale, less liquidity, more concentrated risk. Launched Outmax AI agent to fight the walled-garden squeeze, but volume tells no story right now. Hard to build conviction on PERI when TTD itself hasn't stabilized. Same sector pain, fewer resources to absorb it.
