Weekly Picks: 🫣 DSP's Potential, VOLV's Bold Plans and DOCN's Tailwinds

Welcome to Weekly Picks, where each week our analysts hand pick their favourite Narratives from the community ( what is a Narrative? ).

This week’s picks cover:

  • 📺 Why Viant Technology is well positioned in the booming connected TV market,
  • 🚘 How Volvo will grow into a global leader in electric and autonomous trucks
  • ☁️ Why Digital Ocean has multiple tailwinds driving its adoption

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What's next?

  1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.

  2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.

  3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .

  4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!

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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.

Michael Paige

Michael Paige

Michael is the Content Lead at Simply Wall St. With over 9 years of experience analysing and researching companies, Michael contributes to the creation of our analytical content and has done so as an equity analyst since 2020. He previously worked as an Associate Adviser at Ord Minnett, helping build and manage clients' portfolios, and has been investing personally since 2015.

About NasdaqGS:DSP

Viant Technology

Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.

Very undervalued with flawless balance sheet.

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Weekly Picks

ST
stuart_roberts
UNCY logo
stuart_roberts on Unicycive Therapeutics ·

Looking to be second time lucky with a game-changing new product

Fair Value:US$21.5360.2% undervalued
137 users have followed this narrative
0 users have commented on this narrative
19 users have liked this narrative
DE
Degen_GCR
P logo
Degen_GCR on Everpure ·

Second order memory play likely to double in a year

Fair Value:US$18053.4% undervalued
21 users have followed this narrative
1 users have commented on this narrative
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DO
Double_Bubbler
LUNR logo
Double_Bubbler on Intuitive Machines ·

Intuitive Machines: To The Moon and Beyond!

Fair Value:US$42.313.7% undervalued
12 users have followed this narrative
0 users have commented on this narrative
5 users have liked this narrative
YI
APP logo
yiannisz on AppLovin ·

AppLovin’s AI Engine Is Printing Profit

Fair Value:US$989.2451.0% undervalued
32 users have followed this narrative
2 users have commented on this narrative
1 users have liked this narrative

Updated Narratives

MR
MRT23
CRMD logo
MRT23 on CorMedix ·

CRMD is trading at 5.9x trough-year EBITDA with the market ascribing near-zero value to two near-term pipeline events

Fair Value:US$1233.9% undervalued
6 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
KA
kapirey
P logo
kapirey on Everpure ·

Everpure's AI Infrastructure Transition Will Boost Future Valuation

Fair Value:US$74.7812.1% overvalued
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
KA
kapirey
IREN logo
kapirey on IREN ·

IREN to Transform into AI Cloud Giant with Mirantis Acquisition

Fair Value:US$44.331.8% overvalued
4 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Popular Narratives

GO
QS logo
GoldenSands on QuantumScape ·

QuantumScape: A Mispriced Deep‑Tech Inflection Point With Multi‑Billion‑Dollar Optionality

Fair Value:US$8589.9% undervalued
108 users have followed this narrative
2 users have commented on this narrative
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TR
tripledub
META logo
tripledub on Meta Platforms ·

The $135 Billion Bet That Should Make Every Shareholder Nervous

Fair Value:US$74016.4% undervalued
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AN
AnalystConsensusTarget
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AnalystConsensusTarget on NVIDIA ·

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value:US$268.6112.2% undervalued
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