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

LO
Lou_Basenese
GANX logo
Lou_Basenese on Gain Therapeutics ·

The Market Is Sleeping on This Parkinson's Biotech - And I Think That's a Mistake

Fair Value:US$7.672.0% undervalued
38 users have followed this narrative
2 users have commented on this narrative
20 users have liked this narrative
KI
NVDA logo
Kingman1152 on NVIDIA ·

NVIDIA will see a profit margin surge of 55% in the next 5 years

Fair Value:US$305.233.9% undervalued
60 users have followed this narrative
1 users have commented on this narrative
21 users have liked this narrative
TE
BUSER logo
TechMegaTrends on Bambuser ·

Bambuser is today the only listed company in Europe that simultaneously possesses an 85% gross margin, proprietary AI infrastructure for the

Fair Value:SEK 238.2686.6% undervalued
35 users have followed this narrative
0 users have commented on this narrative
15 users have liked this narrative
HE
HedgeY
CSTM logo
HedgeY on Constellium ·

Constellium jet another cyclical aluminum processor, or a mispriced aluminum platform?

Fair Value:US$3413.0% undervalued
9 users have followed this narrative
0 users have commented on this narrative
5 users have liked this narrative

Updated Narratives

MA
ADSK logo
Martimmfonseca on Autodesk ·

Autodesk Could Reach $330–$378 Over the Next Five Years

Fair Value:US$33026.7% undervalued
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
MA
EXTR logo
Martimmfonseca on Extreme Networks ·

Extreme Networks Could Reach $52 Over the Next Five Years

Fair Value:US$5265.4% undervalued
4 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
MA
HIMX logo
Martimmfonseca on Himax Technologies ·

Himax Technologies Could Reach $17 Over the Next Five Years

Fair Value:US$1734.7% undervalued
3 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Popular Narratives

TR
tripledub
MSFT logo
tripledub on Microsoft ·

Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.

Fair Value:US$3957.0% overvalued
52 users have followed this narrative
3 users have commented on this narrative
43 users have liked this narrative
KI
NVDA logo
Kingman1152 on NVIDIA ·

NVIDIA will see a profit margin surge of 55% in the next 5 years

Fair Value:US$305.233.9% undervalued
60 users have followed this narrative
1 users have commented on this narrative
21 users have liked this narrative
AN
AnalystConsensusTarget
MSFT logo
AnalystConsensusTarget on Microsoft ·

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

Fair Value:US$579.5727.1% undervalued
1370 users have followed this narrative
2 users have commented on this narrative
11 users have liked this narrative

Trending Discussion

SP
EOSE logo
spearfishingcap on Eos Energy Enterprises ·

AI Slop

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AR
Armdeveloper
FEMSA UBD logo
Armdeveloper on Fomento Económico Mexicano. de ·

Se reestructurará

0
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BI
GANX logo
Billyrob0304 on Gain Therapeutics ·

4/19/2026 Backing the truck up tomorrow!

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