14Dec23: Gold Rush

  1. The feds are finally going to lower interest rates.
  2. The world is agreeing to sunset fossil fuels while pushing quickly for green energy. 
  3. There is a growing movement to unionize, protecting American workers and their purchasing power. 

(we are on the cusp of an incredible bull market run)

Brightcove (BCOV) $97M

Maxeon (MAXN) $242M

Altimmune (ALT) $350M

Biomea (BMEA) $522M

Digi Int. (DGII) $893M

SunPower (SPWR) $915M

EVgo (EVGO) $964M

Magnite (MGNI) $1.2B

LiveRamp (RAMP) $2.3B

Integral Ad Science (IAS) $2.3B

GoodRx (GDRX) $2.5B

DigitalOcean (DOCN) $2.9B

Doximity (DOCS) $4.6B

Roku (ROKU) $14.5B

“Success is where preparation and opportunity meet.” —Bobby Unser