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Citi analyst Ygal Arounian joins Market Domination to discuss his top investment opportunities in the internet sector.
Arounian highlights the 2025 Consumer Electronics Show (CES), describing it as the year's largest gathering of digital advertising executives. He emphasizes Trade Desk's (TTD) prominent position at the event, noting that "regular year in, year out," they "outgrow the industry," with their growth primarily "centered around streaming TV."
Regarding artificial intelligence's emergence, Arounian notes the question is: Which companies will successfully monetize and generate revenue in the coming year? He spotlights website builders Wix (WIX) and GoDaddy (GDDY), observing that "they are starting to see better conversion of growth," describing it as "the best end-market implementation we've seen so far."
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This post was written by Angel Smith