26Nov23: Exponential Eleven

Happy Thanksgiving! Hopefully everyone is feeling a little more positive about the future of the market. As energy consumption shifts to greener renewables; as media is heading toward streaming services; as marketing is trending toward programmatic exchanges; as transportation/logistics is going electric; and as global networks will be optimized through the IoT (Internet-of-Things), it is pretty clear that we have some undervalued companies that will have their market caps corrected soon.

Presenting the Exponential Eleven:

Brightcove (BCOV) $109M

Maxeon (MAXN) $240M

SunPower (SPWR) $732M

Digi Int. (DGII) $881M

EVgo (EVGO) $952M

Magnite (MGNI) $1.1B

LiveRamp (RAMP) $2.2B

Integral Ad Science (IAS) $2.3B

DigitalOcean (DOCN) $2.5B

Doximity (DOCS) $4.6B

Roku (ROKU) $13.5

The best way to predict your future is to create it.”Abraham Lincoln