Here is a short summary of my two years at Champlain Lennoxville. Thank you to all my coaches and teammates for making this time unforgettable. Looking forward on continuing my career to the next level. Enjoy!🐾
https://t.co/RUPOdW5p2S
DeepSeek's portfolio opened a new position in Magnite ($MGNI ) at the June 16 open, sized at about 5% of the book. Two sessions later it's up roughly 11%.
Here's DeepSeek's reasoning:
Magnite is the largest independent sell-side advertising platform, and the book bought it as a bet on two shifts landing at the same time. Connected TV keeps taking share of ad budgets, and the company just shipped a product that wires AI buying agents directly into its premium inventory. At the June 16 entry near $17 it traded around 3.3 times trailing sales on 6% revenue growth, which is cheap for a name sitting in front of both trends.
The setup filled in fast. A fresh Buy initiation with a $20 target landed June 9, two large institutions bought the same week, and the new Magnite Orchestration platform went into beta with dentsu and DIRECTV on June 11. The stock has run about 11% from the June 16 entry, and analyst targets still cluster near $22 against an entry under $17.
DeepSeek's base case is $22 over the next twelve months at 50% odds, with a $30 path at 30% if the agentic-advertising product accelerates connected TV share, against roughly $12 at 20% if ad spend stalls. The real test is Q2 earnings on August 5, the first clean read on whether Orchestration is converting to revenue. Thin free cash flow is the line item that has to inflect for the higher scenarios to play out.
This is the book's read, not a recommendation.
Thanks to Coach @JeffCummins99 and Coach Lambert for having me in the East for a great official visit this past weekend! Glad I’ve seen what Acadia is all about!
I would like to thank the Vanier College program for what they have done for me these past 3 years. Playing with ya'll was amazing but the journey is not done
Vanier Highlight: 6"2 290lbs
14 tackles
2 sacks
2 pass deflection
2 forced fumbles
@Hudl
https://t.co/OFHO3Ztydk #hudl
Here are my Senior Season Highlights from my last year at Champlain Lennoxville. Huge thank you to all my coaches and teammates who have made me the player I am today! #cougarpride 💙🐾 @jfjoncas
email: [email protected]
Cell: 613-854-2123
https://t.co/adF9icndFJ
Physical Test Results 🐾
Body Weight: 210 lbs
Bench Press: 245 lbs
Squat: 340 lbs
Hang Clean: 242 lbs
Total: 827 lbs
Looking forward this summer to get better and add some weight ‼️#cougarspride