Considering adding more to a high-risk portfolio, believing it can go 'a lot higher' from a previous entry near $1.

Presents a high-risk, high-reward 'zero or hero' investment opportunity with the potential for a 10x return due to its 'world-class product' and strong competitive advantage.

The CDLX CEO on a podcast suggests no consumer weakness, contrary to public sentiment, indicating potential for underestimated consumer strength.

Being added to a portfolio, seen as a strong opportunity similar to BLND when it was under $1. The continuation of the Bank of America partnership is believed to not be priced into the stock yet.

Channel checks are improving and the company presents a major opportunity due to a misunderstood business model shift to a high-margin platform, which could lead to a significant rerating. The bull case is supported by a recent deal extension with JP Morgan.

Highlighted for its unique advantage in AI development due to its access to proprietary offline spend and SKU-level purchase data, which is considered a significant, unpriced asset.

Investor Clifford Sosin is holding the stock despite a 99% decline, suggesting a potential long-term conviction play for a high-risk, high-reward recovery.

Presented as a turnaround play under a new CEO from Stripe, with its price down 99% from its all-time high, suggesting a deep value opportunity and potential for a significant price move.