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

May 07, 2025

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

What's next?

🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.
🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.
✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .
✍️ 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.

mitchell_lawler

Everyone's watching the oil price. The harder problem is the gas that can't take a detour.

Rob_Curious1d

What I've learnt in the last six months is that fuel supply disruption is a real portfolio risk, and one of the better hedges is a small allocation to shipping. Though it's insane how much these have run up this year.

frank_ub3n01d

Spot on. Shipping and logistics is much larger constraint for gas than oil. Sorry to break it to you. No quick fixes for that.

Mitchell Lawler

What happens to energy stocks as the fix gets built?

Conflict around the Strait of Hormuz has led investors to oil and tankers. The trouble is, the antidote to the chokepoints is already being built, and it may not reward the same energy stocks.

Sep 18, 2026

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.

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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.

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