The second half beginsâÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ âÍ Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â [EARN WHILE YOU LEARN! JOIN OUR FREE LIVE TRADING SESSION!]( Hello investor, The next major catalyst in the market The Nasdaq just posted another record high yesterday after gaining 0.83% for the data. Microsoft and Apple were red-hot yesterday with more than 2% gains each. However, the gains were still dominated by tech stocks. Investors are worried that other sectors struggled to rally with tech stocks. Only 10 stocks made up of about 33% of the S&P 500âs overall weight. - âThe public and advisors are seeing and feeling this pressure of heightened risks,â said Calamos Investments senior vice president and portfolio specialist Joseph Cusick. - âThe excuse in this cycle is that the nature of market dominance is not looking to be ebbing, but with markets right off all-time highs, advisors and clients should not abandon proactive portfolio management and strategy diversification.â Calamos Investments senior vice president and portfolio specialist Joseph Cusick (Photo: Calamos Investments) At the same time, AI continues to carry the day. If it can deliver productivity gains and open up new industries, tech stocks can just keep going if their earnings continue to grow. - â³While Artificial Intelligence may seem like just another temporary fad, I believe it is much more,â said Kevin Philip, partner at Bel Air Investment Advisors. - âIt has the ability to re-ignite increased productivity for companies, advance technologies in faster and more efficient ways, and create entire new industries with discoveries resulting from the collision of AI and even more powerful computer processing.â Goldman Sachs said American companies face âa higher bar than in previous quartersâ for earnings-per-share forecasts. The stakes are high for companies to justify their lofty valuations, so the upcoming season could be the next catalyst to determine the marketâs direction. Bigger Than The Cloud? Top Adtech Pick Grows Like Crazy As Advertisers Go Digital Todayâs Pick: Perion Network Ltd. (PERI) Cloud services have been incredibly lucrative to trillion-dollar companies. --Amazonâs cloud segment -- Amazon Web Services -- saved Amazon from the razor-thin margins of its e-commerce business. Same thing with Microsoft. But there is another segment that is even bigger than cloud services. Adtech is projected to grow into a colossal industry -- with a 26 percent bigger in Total Addressable Market in 2024 versus cloud services. Adtechâs TAM is also two times bigger than online gaming and cybersecurity. Perion Network, the stock pick of the day, is one of the hottest adtech firms in the world. Perion CEO Doron Gerstel emphasized that digitalization is the future of advertising. - âDigitization is here to stay and the brands that do not respond will face an extinction level event ⦠Our clients, brand and advertisers are intensively monitoring consumer behavior and adjusting their spend on platforms that are winning the war for attention. Perion is positioned perfectly for this data-driven advertiser insights, wherever, and however, advertisers seek to invest to attract consumer, Perion has a solution,â said Mr. Gerstel. (Source: Perion Networks) But what exactly do they do? Three main things. First, Perion Networks works with ad agencies to place publisher content on connected televisions and in automated social network ads. Second, they also enable developers to implement in-app search result ads. Third, they partner with agencies and brands to create ads that donât look like ads (âbranded contentâ). CTV is exploding as the preferred place to advertise. The reason is simple. CTV means connected TV -- such as Roku, SmartTV, and video game hardwares. Now, CTV holds valuable data of the viewers so advertisers can personalize their video ads. For example, advertisers can change the color of cars based on the viewerâs demographic with Perionâs technology. In the image below, you can see that a female from NYC will see a blue car while a male from Tokyo will see yellow: (Source: Perion Networks) This makes ads far more effective which makes Perion indispensable to its clients. Perion also lets any publisher or app developer make money the way Google and Amazon do through search ads. They do this through three simple steps: - The site owner or software maker installs Perionâs search technology, which tracks userâs searches. - When a user searches, Perion connects to Microsoft and Yahoo advertising exchanges to find contextually matched ads. They appear just like the normal in-app or on-site search results. - Each time a person using the app or website clicks on an ad, the developer gets a cut of the revenue. And search ads have been very effective. Approximately half of all adults canât tell search ads from results, according to Search Engine Watch. Perion makes this powerful, if sneaky, source of income available to any developer. (Source: Perion Networks) In short: Once an advertiser knows the messaging that will hook prospects, and if it uses Perionâs tech of targeting them, the advertiser is pretty much unstoppable. Should investors be worried about the privacy measures in iOS14? No, because Perion generates first-party data. They donât depend on third-party cookies. Conclusion: Perion operates in one of the fastest growing industries. The company had tough comparisons, and their earnings are forecasted to decline this year. Naturally, Wall Street punished their stock price. The company is now trading at a 4 P/E which might be good time to get in while the stock is struggling. [EARN WHILE YOU LEARN! JOIN OUR FREE LIVE TRADING SESSION!]( â â â © All Rights Reserved, Trade Alliance [Unsubscribe]( | [Manage Preferences](