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Freedom Capital Highlights Gambling.com (GAMB) as Capital-Light Opportunity to Leverage US Market Legalization

Gambling.com Group Limited (NASDAQ:GAMB) is one of the oversold stocks to buy now. On December 30, Freedom Capital analyst Egor Tolmachev initiated coverage of Gambling.com with a Buy rating and $8.50 price target. Gambling.com is recognized as a premier performance marketing and sports data provider within the online gambling sector. According to the firm, the company’s shares represent a capital-light, pure-play opportunity for investors to gain exposure to the rapid, state-by-state legalization of the US market.

In Q3 2025, Gambling.com Group Limited (NASDAQ:GAMB) highlighted a 21% year-over-year revenue increase to $39 million. This growth was fueled by the company’s sports data services, which saw revenue quadruple to $9.2 million. The segment now accounts for 25% of total 2025 revenue, driven by the strong performance of enterprise solutions like OpticOdds and consumer platforms such as OddsJam and RotoWire.

A wide shot of a casino in night light, picturing the high stakes of iGaming and sports betting.

Despite the top-line success, the group faced significant headwinds in its marketing division, which remained flat year-over-year due to unfavorable search ranking dynamics and poor organic search quality. Consequently, the company revised its full-year 2025 guidance downward to ~$165 million in revenue.

Gambling.com Group Limited (NASDAQ:GAMB) operates as a performance marketing company for the online gambling industry in North America, the UK, Ireland, rest of Europe, and internationally.

While we acknowledge the potential of GAMB to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GAMB and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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