The major story these days is Big Tech (Amazon, Facebook, Apple and Alphabet) crushing it during the pandemic and while their market caps are swelling to supernova size, there are some overlooked stars on the verge of exploding.
Brightcove (BCOV): Had a fabulous earnings report, but got beat up yesterday due to weaker guidance.
Digital Turbine (APPS): Was pulled down irrationally with the rest of ad tech.
The Trade Desk (TTD): Soon to be recognized as the world’s default programmatic ad agency partner for brands and retail.
Magnite (MGNI): Soon to be recognized as the world’s default programmatic ad agency partner for publishers and content producers.
“If you want to create new markets, or disrupt old ones, you create ubiquitous infrastructure.” –David “Doc” Searls