MGNI Magnite Inc

OPENAI SIGNED DEALS WITH MAGNITE $MGNI AND PUBMATIC $PUBM TO FILL UNUSED AD SPACE ON CHATGPT

$MGNI Magnite stock price reacts so calmly nowadays to macro setbacks it feels like a walk in the park to me. 2 years ago a CPI print like that would probably have resulted in Magnite dropping 15%-20% When you’ve been through what we have with this stock you become immune to the little 3%/4%/5% drops. It’s given me actual balls of steel😂😂😂

$MGNI let the ER run up commence! $28 by 4th November I reckon. And don’t forget 5th November is reknowmed for fireworks 😂

$MGNI better to be basing in the mid-20’s than the mid-teens. Some weeks gonna be boring.

$MGNI I’ve never seen the volume of US elections ads that I see this year. I heard the spend is around $11B vs $6-7B for the last cycle.

$MGNI That is one crisp, heavily bullish, 2-month consolidation pattern that you’ll ever see…🔥🔥🔥

$MGNI all my other holdings are rocking, after what was clearly an orchestrated wash-out week for markets last week. Hmmm, when was OPEX again? Time to resume the climb, Maggie.

$MGNI Magnite Successfully Completes Term Loan and Revolving Credit Facility Repricing

$MGNI understand the sentiment, but we're still technically sound: 21.41 closes the gap (and as you know all gaps don't need to fill). We're also sitting at the 100sma (not fun but healthy) and the max-monthly -- most important for longer-term trend -- remains decidedly strong.

$MGNI I just read that Musk dropped $190M into the Texas senatorial race. And I was in Ohio for a few days - it was constant political ads on TV, no other ads. With all the millions being put in this election cycle, Magnite's got to be a big winner!

$MGNI hopefully Netflix relationship is still strong in 2030 with them acquiring rights to air all 2030 world cup matches in spain.and Andorra

$MGNI OTM calls being bought - $25 calls for 11/20: $212K+ worth - $26 calls for 11/20: $759K+ worth - $27 calls for 11/20: $329K+ worth

$MGNI Roundish calculation. S&P 100 avg trailing price/earnings ratio is 25.9. At close today, Maggie in very low 20-21 range. If she came back to 25.0, stock price would be about $27.50. An old-fashioned tid-bit to be sure, but not an awful thought. Goodnight, and GLTA.

$MGNI I want 35$ a share minimum. This is not a cyclical semiconductor company, this is a growing software powerhouse with great margins. I am not handing my shares over this cheap, especially just before earnings.

$MGNI I say boy, I say them dar Shorts been a followin, I say a followin me just a bits toooo long.......Im a wishin they learnt thier lessons well....hang on magniters, you all know whose you are.

$MGNI The good news is Magnite has clearly never added in Google benefits, if any, towards guidance. It also seems they are positioned in the A.I. world better than most if not all competitors. The short term ( I hope) negative is that investors to some degree were counting on quick spikes due to the Google paradigm and that did happen, but we are now faced with the realism that Magnite must prove itself ( I think they will) as a superior player in the new digital advertsing world. I still hope for the buy out on the horizon from a Meta or Netlix or ?. In since Telaria and Rubicon and waiting for that mid 30's run up sooner rather than later. GLTA. Bullish 10:53 AM

$MGNI proposed final judgment has been filed. Even the contested items have Google saying 12 months and the DOJ wanting 6. Some happen on the Effective Date which is 60 days from when the judge finalizes the schedule. Next comes finalized judgement then what Google does. Clock is paused if a stay is approved. Earnings call is going to fun.

$MGNI The timeline is moving faster than expected but thesis still in tact, dead internet theory & agents taking over the World Wide Web like a virus...now where is the only place to get an ROI on ads where CPI numbers are not inflated and actually real? C T V ....Combined with everyone losing their jobs and agents doing their work - watch tv...instead of AI Slop on YT/TikTok/Instagram where it'll be like a virus eventually as well. Will people have money to pay for subscriptions? No... Midterms coming up with a huge advertising budget... Lets see

$MGNI Market is presenting some great buying opportunities out there. I may trim some of my position here today. 🤔

$MGNI agent to agent on the 2nd biggest TV operator - all Magnite…extension for 3 years. All the latest “tech” being used similar to when Magnite got $NFLX as a customer, this is also a big flywheel