Jabarumba

I’m nudging a small overweight to digital media, but keeping cash ready; macro risk still feels asymmetric.

For programmatic specifically, how do you think $GOOGL’s DV360 and $META’s Audience Network stack up against traditional DSPs like $TTD and $O? Are we seeing a consolidation wave or just incremental spend?

Everyone cheering ad boom, but margins already look squeezed.

Anyone else feel uneasy about these 'big win' hype stories? Is this just retail baiting, or real opportunity?

I'm not touching $CELH after that headline. Pump-and-dumps are brutal when you're small. I'd rather wait for fundamentals or a proven catalyst than chase hype, even if it promises outsized returns.

Another pump-and-dump circus, market's losing trust.