The Growth Curve #001

Welcome to The Growth Curve 001! Your weekly coverage of the best long-term growth stocks & analysis you won’t find in the mainstream financial media.

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Expert Interviews

I pull these highlights directly from Stream by AlphaSense. Stream’s library of 17,000 expert calls on more than 3,000 companies across all major sectors is used by hedge fund analysts, portfolio managers, and strategic decision-makers to get unique insights and save a ton of time. Start your 14 day free trial (no credit card required).

Interview with the Digital Director of a Latin American company. Expert is responsible for developing market strategies, eCommerce, performance marketing, and sales. Has 10 years of experience as a customer using Meta (Facebook) advertising products.

Call Summary:

• Thinks that META was the only platform that could interconnect with 1st party data providers as a result of iOS14 and since then, META regained its market share.

• Believes the metaverse is happening imminently and many clients have teams experimenting with brand presence in the metaverse. Thinks that should META's metaverse take off, it could open up a brand marketing part of the digital market spend to META, thus creating an additional revenue stream.

Call Highlights:

Interview with 20-year AdTech industry veteran. Expert was previously a Vice President of Global Commercial Partnerships at a company that partnered with The Trade Desk. Responsibilities included: managing Adtech and Martech partnerships, overseeing several products such as DSP, SSP, DMP, and Ad verification globally.

Call Summary:

• Believes TTD is strongly positioned in CTV and has a first mover advantage.

• Thinks TTD's unified ID is helping it overcome IDFA and cookie deprecation headwinds.

• In the expert's opinion, advertising revenue will likely weaken but thinks TTD will probably outperform due to CTV.”

For access to Stream’s 17,000 expert transcripts on more than 3,000 companies, start your 14 day free trial (no credit card required).

Company Press Releases

New AI Research Tool Turns Ideas Into Art (link)

Introducing Meta Accounts and Meta Horizon Profiles for VR (link)

New Ways for Creators to Connect With Subscribers on Instagram (link)

Nvidia announces Hybrid Quantum-Classical Computing Platform (link)

“The hybrid quantum-classical capabilities developed by NVIDIA will enable HPC developers to accelerate their existing applications by providing an efficient way to program quantum and classical resources in a consolidated environment,” said Yudong Cao, chief technology officer at Zapata. “Near-term applications in chemistry, drug discovery, materials science and more can now be seamlessly integrated with quantum computing, driving new discoveries in these fields as practical quantum advantage emerges.”

Rocket Lab successfully Launches First of Two Responsive Space Missions for the National Reconnaissance Office (link).

Rocket Lab supports significant milestone for DARPA and Space Development Agency on the Mandrake-2 Mission (link).

Rocket Lab’s MAX flight software surpasses 50th Mission Milestone (link).

Disney advertising transformation accelerates through an expanded deal with The Trade Desk (link).

“This agreement will enable a first-of-its kind integration between Disney’s proprietary Audience Graph and the open-source identity framework, Unified ID 2.0, within a secure environment. As a result, buyers will be able to discover more addressable, biddable inventory across the Disney portfolio, all validated by Disney’s proprietary Audience Graph.”

To learn more about the difference between Unified ID 2.0 and cookies, check out “What the Tech is Unified ID 2.0”

Company Events

Datadog announces date of Q2 FY 2022 financial results (link). Before the markets open on Thursday, August 4, 2022.

Rocket Lab announces date of Q2 FY 2022 financial results (link). After the market closes on Thursday, August 11, 2022.