The Monthly Convictive

We see what others hear. Each month we identify one compelling stock idea.

[The Monthly Convictive @TMConvictive]

RBC raises target price to $27 on $MGNI!!!

[The Monthly Convictive @TMConvictive]

Magnite $MGNI earnings produce clean beat across the board!!! We raise our PT to $25. See below for a full detailed update. Please check out our free reports on $ALKT and $EVLV. #hiddengem

MGNI_Q2_2026_Investment Memo.pdf https://t.co/hMsK4PNVm7

[The Monthly Convictive @TMConvictive]

Our next idea and write up is on Alkami Technology. #ALKT $ALKT #hiddengems #monthlyconvictive

ALKT_Investor_Summary.pdf https://t.co/lLVy2xRzr8

[The Monthly Convictive @TMConvictive]

Stay tuned for our third and next idea which will be available tomorrow. #hiddengems

[The Monthly Convictive @TMConvictive]

6 weeks!! Right but for the wrong time frame!! Magnite closed at $21.22 today. We had a 12-18 month price target of $21. Onto the next idea!! #MGNI #Magnite $MGNI

[The Monthly Convictive @TMConvictive]

EVLV EXTENDS PRESENCE IN BOSTON WITH TD GARDEN RENEWAL. PRESS RELEASE LINK BELOW AS WELL AS THE MONTLY CONVICTIVE REPORT ON EVLV. $EVLV #EVOLVE #EVLV #hiddengem

https://t.co/GBFIU8CjzV

EVLV_Investor_Summary.pdf https://t.co/4BmGX5qh7L

[The Monthly Convictive @TMConvictive]

Rosenblatt put out their top 2nd half picks. Magnite is one of several names on that list. #Magnite #MGNI $MGNI #hiddengem

[The Monthly Convictive @TMConvictive]

Evolve Technologies Holdings is our next name (EVLV). #EVOLVE $EVLV #hiddengem Check out the report in the link below.

https://t.co/4BmGX5qh7L

[The Monthly Convictive @TMConvictive]

our first monthly convictive report, MGNI, closed +32.5% for the month of June. Stay tuned tomorrow morning, July 1, for the release of our next new idea. #Magnite #MGNI $MGNI #hiddengem

[The Monthly Convictive @TMConvictive]

MGNI management out telling the story. Last week RBC, this week Needham and Roth. #Magnite #MGNI $MGNI #hiddengem

[The Monthly Convictive @TMConvictive]

Magnite announced Magnite Orchestration. This enables buyers to connect their AI driven buying systems to Magnite’s seller agent and provide access to omnichannel inventory, supply side intelligence, and automation. #Magnite #MGNI $MGNI #hiddengem

[The Monthly Convictive @TMConvictive]

BTIG initiates MGNI at Buy with $20 price target. #Magnite #MGNI $MGNI

[The Monthly Convictive @TMConvictive]

The fundamental story continues to build. https://t.co/Z8oW8S6cX2. #Magnite #MGNI $MGNI

[The Monthly Convictive @TMConvictive]

Magnite and JioHotstar are expanding their partnership. JioHotstar—India’s biggest premium streamer—is now using Magnite’s SpringServe for ad mediation across live sports & entertainment, including this year’s ICC Men’s T20 World Cup. #Magnite #MGNI $MGNI #smallcap #hiddengem

[The Monthly Convictive @TMConvictive]

Momentum is building. #Magnite $MGNI #MGNI #smallcap check out the report below.

https://t.co/Z8oW8S6cX2

[The Monthly Convictive @TMConvictive]

Attractive entry point for MGNI. Growth at a reasonable price with multiple catalysts ahead #Magnite #MGNI $MGNI #growth

[The Monthly Convictive @TMConvictive]

Full report on Magnite (MGNI) in the link below. #Magnite #MGNI #StockMarket #smallcap #hiddengem #value #growth $Magnite $MGNI Stay tuned for another idea later this month.

https://t.co/Nw1LMSWE7e

[The Monthly Convictive @TMConvictive]

First idea is Magnite (MGNI). Email me at [email protected] for the entire 12 page report. #Magnite #MGNI #smallcap #stocks #investment #hiddengem #value #growth