Some have spoken to companies in the advertising space,...

Some have spoken to companies in the advertising space, management and have enough conviction to just ignore the games.
When you become familiar with Insitiuonal behaviour and the tactics they use.. it's very easy to see.. Micro/small caps are very very easy to manipulate price and I have enough insight into the behaviour of Insitiuons to with confidence say that what I think is happening here.

Every start up goes through their journey.

One builds a product rushes it to market, has rapid revenue growth and doesn't put the frame work into place to scale. The market backs them they get a 30 mil and spend it on hiring a bunch of sales people, 95% don't get trained properly, before you know it cash burn is at 10mil a quarter.

Others build a scalable business model, set kpis builds a training model, hires quality staff and reps.
Have unicorns and fortune 500 companies using the product and don't put fluff announcments out and just happy to be quiet achievers working away in the back ground. That's just the reality of it.

I am guessing that TrafficGuard recently moved over to google cloud because it helps the commercial relationship between TrafficGuard and google. But also because googles ML (machine learning) products are way better...

Each to their own with what they choose to do and how the evaluate their investments. Personally I'm very happy where I have parked my money.

Don't sweat the day to day when you have a long term outlook.

DYOR all in my own opinion not financial advice.