If Viant Technology sat on your watchlist instead of in your brokerage account, the outcome over the past year may feel like a missed call. Investors who held Viant Technology over the past year are up 46.0%, including dividends. The obvious question is what, if anything, in the earlier debate between a bullish digital migration and AI thesis and a far more cautious DSP market view could have signalled that Viant’s CTV heavy, privacy focused model might justify staying invested. A Narrative…Read More
