Look, I won't sugarcoat it—this merger's been messy. The stock's taken a beating, no question. Maybe I jumped in too soon, adding positions around Q2 and even before that. But here's what the panic sellers are missing: we're talking about a $1 billion acquisition here. And not just any asset—this thing's legit. The CTV segment alone? That's the real gem. We're seeing 40% growth pushing it to $100M in annual recurring revenue. When you step back from the short-term noise, the fundamentals tell a different story. Sometimes the market overreacts while the underlying business keeps printing.