$PUBM quickly eating into the $TTD core DSP biz. And the market has not priced it in. That’s some... | Beanie

$PUBM quickly eating into the $TTD core DSP biz. And the market has not priced it in. That’s some...

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Note: AI-generated summary based on third-party content. Not financial advice. Read more.

Quick Insights

PubMatic (PUBM) is gaining market share in the DSP business, potentially at the expense of The Trade Desk (TTD), as evidenced by Omnicom's (OMC) endorsement of the AdCP protocol (backed by PUBM and MGNI) and positive mentions of Amazon's (AMZN) DSP by Netflix (NFLX). This shift, not yet priced into the market, suggests a potential alpha opportunity for PUBM.

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By beaniemaxi

Crypto native since the early days. Went all in on DeFi summer. Then tripled down on NFTs. VC @gmcapital_. No paid promos. Not financial advice. I talk my book.