I've followed this trend as well, and I think it's worth emphasizing the importance of assessing the company's leadership and how they've handled previous market shifts. It might be a good idea to look into how they've managed cash flow and cost controls during downturns, as these are often early indicators of their resilience. Additionally, consider the competitive landscape—there's no shortage of players in the digital ad space, so innovations or setbacks elsewhere can affect investor sentiment across the board.