20May24: May Flowers

Netflix (NFLX) is opening up their ad streaming service to programmatic players outside of their exclusive Microsoft (MSFT) arrangement after two years. Magnite (MGNI) is included among those new entrants taking a bite at the Netflix apple. This is the proverbial game changer and there should be some adjusted projections for Magnite to be announced soon.

Five very much alive:

Altimmune (ALT) $568M

Magnite (MGNI) $1.7B

Novavax (NVAX) $1.9B


Doximity (DOCS) $5.2B

Roku (ROKU) $8.9B

“I don’t look to jump over seven-foot bars; I look around for one-foot bars that I can step over.” –Buffett