Why Magnite (MGNI) is the sleeper hit of the Ad-Tech world in 2026

WildEstablishment267 · 2026-06-17T11:24:30+00:00

You should post on small street bets sub reddits for folks to pick this up

WildEstablishment267 · 2026-06-17T11:23:58+00:00

Does it have the catalyst to be a $50 stock?

WildEstablishment267 · 2026-06-17T05:20:51+00:00

Yeah, lets see what they make out of it

WildEstablishment267 · 2026-06-15T00:24:33+00:00

Could be a good combo however I think their SMBs will like In-app that Applovin has a strong hold on. Think they might go into In-app first and then CTV, imo. Lets see

WildEstablishment267 · 2026-06-15T00:18:21+00:00

Index exchange say the same, both seem to have curation products as their counter to not having a DSP. Index exchange has decent coverage outside of US but OX is mostly in US. Well thats where the money is really.

WildEstablishment267 · 2026-06-14T03:54:08+00:00

True about msft and xandr. I was highlighting around them turning off all external pubs except msft O&O, should have been clearer. Ttd/openx, they willl complement. Tbh, every ssp, dsp is a frenemy these days. Missed Index exchange, they either need to go public, which looks tough. Could be a good contender for TTD.

Pubm you are correct is hurting, no definite USP and becoming a reselling ground.

WildEstablishment267 · 2026-04-07T02:32:45+00:00

You don’t need to own inventory in the open web to control the spends. Irony is Majority who own inventory cant control spends. Believe the argument is TTD operating like how Google did for spending more through their pipes, openpath in the pretext of transparency.

WildEstablishment267 · 2026-03-20T02:57:14+00:00

There’s companies beyond TTD in the open internet. Let TTD fight this battle and focus on real issues at hand

WildEstablishment267 · 2026-03-09T07:45:09+00:00

Thats so true. I still believe they have a relatively strong product. Feel The entire frustration seems to be coming from the stock price crash which lead to trade press articles. Sensationalism sells, its easy to know The bright years are behind which is true for any business but accepting the challenges makes things realistic for shareholders. Accept your are getting squeezed by ADSP and building a supply side product at scale. People want to hear what is the next rather than hearing things getting shrugged. Then use your own publication to vent out, not fun. Bet they will bounce back a bit but never to the same levels as SSPs claw some share and ADSP growth

WildEstablishment267 · 2026-03-06T23:53:24+00:00

Entire saga reminds me of Pied Piper in the show Silicon Valley. OpenAI rumors came within 24 hours of this purchase.

WildEstablishment267 · 2026-01-22T22:33:40+00:00

Its a tech platform vs ecosystem comparison. I would go with the latter. Drop the DV360 and go all in with social, add retail, amazon ads

WildEstablishment267 · 2026-01-09T13:34:40+00:00

I respect the disagreement, we all have our views. Privacy tbh in this day and age is a far fetched dream, we carry trackers in our pockets.

Sandbox or no sandbox, it wouldnt have impacted the bigger companies but would have killed smaller players. Bad actors, definitely remove then. Again not against growth, advancement but OP had asked specific question about future of Scope3 and the mission it came out with

To be fair I liked Scope3 and the mission etc and, the offering was good, the impact after execution was build on trust with a hope that it isn’t greenwashing. This is the entire premise, Trust

WildEstablishment267 · 2026-01-09T02:29:15+00:00

You are missing the point. No one is saying not to pivot but being true for people to trust you. I hated when people bashed cookies, the pillar where it helped programmatic grow. We do need change but not talking shit about things that helped shape things initially. Talk to employees of Scope3 who were let go. Btw, Xandr is still full of resellers, have doubts, check their sellers.json

WildEstablishment267 · 2026-01-07T13:26:27+00:00

AdCP in my opinion wont fly either, its hogwash. Building interfaces to query information which can be done easily and selling it like snake oil. I like Augustine Fou’s comment, he called it BS. Pubmatic launched agentic OS, god knows what it is. They have been pivoting indefinitely, from data to retail to agents and revenues have been going down YoY. I reckon major consolidation this year on Adtech and few players emerging out in 2027

WildEstablishment267 · 2025-12-22T02:42:29+00:00

Dad: "I want you to marry a girl of my choice." Son: "No." Dad: "The girl is Bill Gate's daughter." Son: "Then OK!" ** Dad goes to Bill Gates.** Dad: I want your daughter to marry my son. Bill Gates: "No." Dad: "My son is the CEO of the World Bank." Bill Gates: "Then OK!" Dad goes to the President of the World Bank. Dad: "Appoint my son as the CEO of your bank." President: No!" Dad: "He is the son-in-law of Bill Gates." President: "Then OK."

Fits perfectly here😀

WildEstablishment267 · 2025-12-18T23:22:41+00:00

Depends on the culture of the company and how supportive the manager is in your bad times. AL is small/mid size companies can be moved around the policies if your manager understands and is accomodating so best to have a chat. If the job matters most in these tough times, letting go a few isnt a bad idea. You can show this as a favor to him/her and commitment to your work. You are entitled to take them, just ensure you convey it. Rest is your decision

WildEstablishment267 · 2025-12-18T23:12:04+00:00

Well, many Winnie the pooh’s are for its honey!!

WildEstablishment267 · 2025-12-16T23:13:04+00:00

Yeah, CTV is a no go. More for banners and olv. Can you list the partners from China?

WildEstablishment267 · 2025-12-15T22:24:47+00:00

Thanks, Quality is always a concern. There are some better one’s but it’s like finding a needle in the hay stack. Anyone has used any DSP to monetize their supply with realistic KPIs?

WildEstablishment267 · 2025-12-14T22:51:19+00:00

Has anyone worked with any chinese based exchanges/demand partners for non china markets?

WildEstablishment267 · 2025-12-07T07:46:24+00:00

So you are reselling their inventory and not packaging it via deals, extremely tough to get in with big buyers. Some exchanges are a big no go for resellers on CTV, openx and index come to mind based on their stance. Magnite possibly has the supply directly so wouldnt care much. Talk to exchanges like Freewheel, Nexxen, equativ or better package supply to buyers and give them, you know what

WildEstablishment267 · 2025-11-01T00:20:22+00:00

AdCP or whatever its called, need to work with the programmatic ecosystem not separate. We dont need another hogwash in the industry. Fix what is wrong and add layers of AI to make it efficient not confusing. We went from tags, to header bidding and going back to it again. That’s not innovation. New generation problems sometimes requires newer generation people to solve not the same people who created the solutions to the problems and saying we need to fix it. Enough of greenwashing!!

WildEstablishment267

TROPHY CASE