Reddit Posts
Trade Desk is down 67% from its high while still growing revenue.
Why TTD will rally soon and I'm putting 250k in calls
250k YOLO, TTD to the moon for world cup + IGV breakout
$TTD poised to 5x in the next 2 years
Pre-Market Gainers and Losers for Today (May 8, 2026) 📈 📉
$TTD is reaching a bottom. While their recent partnerships with AI LLMs isn’t yet validated - this thing could triple quickly.
Why SaaS stocks will crash hard and TTD will be the first to go to 0
Someone please buy $1.4m of TTD stocks…
I started tracking when politicians trade stocks before votes. Found a few interesting ones
I started tracking when politicians trade stocks before votes. Found a few interesting ones
The Trade Desk Failed 3rd Party Audit - Deceptive Pricing
The Trade Desk Failed 3rd Party Audit - Deceptive Pricing
Why Is Insider Trading Allowed for Some People?
The Trade Desk (TTD) CEO's $148M purchase is the 8th largest ever
The Trade Desk CEO Jeff Green bought $148 million worth of shares in the last 2 days
ChatGPT Monetization: OpenAI + TTD Set to Drive Massive Revenue
$TTD Isn’t Broken — Retail Conviction Is Being Tested
Is 30–45 DTE still the sweet spot with SPX now dominated by 0DTE?
So what stocks did you sell in 2025 for tax loss harvesting ?
Portfolio sharing and how to set myself to make the best use of market crashes?
i am holding these stocks, i just bought this week. advice if its good or not portfolio
What is your best and worst stock this year ?
$TTD is oversold and likely to rebound in 2026
Of the NASDAQ 100 components, 37 are down >20% from their 12-mth peak. Is 10-15% correction fair to expect? JP, MS CEOs say, Yes!
They had us in the first half, not gonna lie
Would you swap NVO with UNH, TTD, FTNT, OSCR, HIMS, SEZL, ABDE, UPS, SNAP?
Cisco earnings play - possible to reclaim 2000 highs?
APP Paid. YOLO’d Full Port Into 90 TTD Puts.
Magnite (MGNI) - The undervalued backbone of CTV
$GOOG Truist analyst Youssef Squali said in a note this month that at least for the second quarter, search demand was likely strong despite those concerns, with a solid showing across YouTube and the company’s cloud business.
$NFLX How much an investment in Netflix is worth
$OMC Omnicom Group — The marketing and sales stock gained more than 2% after second-quarter results surpassed analyst estimates on the top and bottom line.
TTD _anybody else in the bottom here! Just got added to S&P 500
TTD _anybody else in the bottom here! Just got added to S&P 500
Marketers Move Millions in Ad Spend from The Trade Desk ($TTD) to Amazon’s Ad Platform
Tesla's Texas Plan B if Delaware won’t reinstate Elon Musk's pay. It's not about the money, says Elon.
Tesla's Texas Plan B if Delaware won’t reinstate Elon Musk's pay. It's not about the money, says Elon.
TTD on the bull run can we expect 100 end of month
Update on my TTD earnings play. Up 16% after hours
Three fundamentally strong companies, temporarily mispriced due to short-term fears
Three fundamentally strong companies, temporarily mispriced due to short-term fears
Television could go the way of newspapers if the US economy tips into recession, analyst warns
Thoughts on these tickers for bagholding throughout 2024? 💰
What's your opinion about TTD (The Trade Desk A) stock?
Which stocks were predicted to be the next FAANGs and are now biting the dust?
Mentions
Is...is TTD value now? #lmao
jebus. thankgod i didn't sell puts on TTD like i sold puts on RDDT last week
I don’t know why I’ve held onto TTD for this long. This has been one of the worst investment of my life
TTD management needs to sandbag their next quarter so they can finally fucking beat metrics. They’re not a bad company but god damn do they project poorly.
I’m not sure but I think I remember Cathy Arkk buying TTD around that big drop, so $50. It’s now at $13.
Trade Desk (NASDAQ:[TTD](https://www.benzinga.com/quote/TTD)) Q3 Revenue expected to be more than $650.000M vs $805.091M Est Depression is in the room RIGHT NOW
TTD ultimate cancer holy
TTD down 90% in less than 2 years... Just a reminder that a stock that's down 90% is a stock that dropped 80%, and then dropped 50%
CEO of TTD bought 6 million shares at $24 lol
TTD made me want to sell all my single stocks and stick to ETFs lmfao
Calling it now, months later some retard gonna be posting a half assed DD on how TTD being massively undervalued.
Forgot to buy TTD puts, man every earnings always dumps 20 to 30% lmaoooooo
TTD's crash will be remembered RIP
Who keeps trying to buy calls on TTD? That company is a dumpster fire and suprised its not bankrupt yet
RIP TTD investors. 23% lower in after hours
How in the fuck did TTD not have to pre-announce this? Thought you had to report this dumpster fire to the SEC before releasing numbers like this.
Just booy TTD the fuck outta SNP500
It $TTD going out of business or something
I had TTD calls, celh calls, RGTI calls, dkng calls for earnings. AMA
Jeff Green is down $60 million on the TTD shares he bought in March.
TTD just keeps going and going
who will buy the dip of the absolute bloodbath TTD earnings?
My airbnb puts filled but TTD puts 😂😢
Why didn’t anyone tell me TTD was gonna dump? I bought leverage long shares fuck!
Leaps on TTD tomorrow. Worth the gamble.
These TTD bags getting heavy.
Sub $14 for TTD. Not sure why anyone wouldn't buy here.
TTD might become a buy at these levels 😂
TEAM taking off. Bye bye TTD
TTD CEO bought 6 million shares at $24 🤣
TTD once aigan showing us the 5th earnings in a row a more then 15 percent drop. Puts do print on that mf every time
was gonna sell CSP on TTD today, than god, i didn't touch that
Has TTD ever had a positive earnings reaction?
TTD LOL, it keeps getting worse
TTD looks kind of bottom-ish to me, good luck regard
DKNG calls. TTD calls.
Can't imagine any play on TTD but puts
Anyone have opinions on Trade Desk, TTD, before earnings today? That shit has been ground into the ground. How low can it go?
Bag 7: AMD SNDK BBAI COIN MSTR TTD UWMC
When WAS the last good earnings for TTD?
is there any life left in TTD , with earnings coming up
TTD.. is it going to crash again? worst performing S&P500 for 2 years
Everything is green today!! META, Netflix, NOW, Disney, CRM, TTD: Wouldn't it be hilarious if we all still went down 5% today.
TTD up on weak market feels like some sort of signal. Maybe hell freezing over?
Is TTD finally done getting the shit beat out of it?
honestly can't even complain about holding $AMZN right now, shits only down 17% from its ATH meanwhile mofos who invested in things like $TTD, $CELH, $NVO, $SPCX down 50%+. gotta be grateful in times like now
TTD short covering gonna be crazy in a couple weeks
funny how I had 1 minute to choose between TTD and CLSK calls before close yesterday and guess which one I chose
TTD looks like a good opportunity rn
NFLX, TTD, FIG, Z, SPRO. Netflix has earnings soon and SPRO just got FDA approval, they will probably get bought out soon!
Swap the TTD for NOW, it’s the anointed survivor for enterprise software
$TTD this year.. sold out of all of my $VOO thinking I was catching a good bottom on it, but it just keeps on dipping.. Got hit with -50% in the first 6 months of this year. To make it all worse it’s in my ROTH too so can’t really add more to average down. Cost basis is $40 so needs about little more than a 100% move from here just for me to break even. Wish I just kept my brain turned off and kept on with $VOO, but we live and we learn am I right..
TTD. For I after the big drop and are continuing to catch this knife all the way down. Ugh. 15K loss so far.
Everything I bought listening to the YouTube analyst Parkev. TTD, PINS, DOCU and UBER. Definitely not my choice of stocks and the only ones in deep red. I was actually dumb enough to pay 20 bucks monthly subscription for 6-8 months. Everything I bought myself has nearly doubled.
Every time I check TTD it’s down another 30$
forget about M&A. TTD's dumb CEO is proud that he is against closed gardens. R.i.p.
I have a feeling that $TTD is a good acquisition target for Amazon or Google at this price. I could see it stabilizing in the 19-20 range but their lunch is being eaten by the big players.
totally agree, TTD has some really compelling positives after being so beaten down. The clean balance sheet and insider buying are big pluses for me. I've been thinking about getting into it for a wheel, especially with those JBP growth numbers coming back strong. If I do, I'll definitely be keeping a close eye on my cost basis and wheel tracking over on ThetaPal to make sure I'm managing assignment risk properly. Are you looking to hold long or play it shorter term?
Long TTD. Could it go lower? Sure. That’s why I leg into positions. Could it go to zero? Sure. That’s why I have a diversified portfolio. But man if this thing turns around there could be serious money made. Just about every great play I’ve made was when people said the stock was “too risky”
Ngl I saw this email and liquidated \~20% to be ready for the eventual dump. Anytime the return reaches a -10% TTD from Monday, I’ll rebuy.
I love how thru all this dumping, TTD, just gliding around even going positive. The one thing I have puts on and it can't fall with the stuff I have calls on. Love this market!
TTD's September dip. Got out when Cathie bought.
TTD about to short squeeze. multiple big news coming
The fundamentals look good, however no one knows if DSPs will create meaningful value in the years to come. They provide little more than advertising plumbing, no one better than TTD, but is any DSP worth even $10B? Also, I'm someone who works in the advertising industry and I can tell you that we're eager to jump ship from TTD as soon as we see a compelling contender. So far they are the best DSP even with the nightmare that Kokai (platform redesign) has introduced two years ago-- but others are nipping at their heels starting to offer a similar product without the sketchiness of OpenPath and other "SSP-maked-as-DSP" and hidden fee initiatives.
You’re wrong on Amazon not being a threat. They absolutely are a threat. Good example is which DSP is absorbing most of Xandr’s business. One guess, it’s not TTD. It’s Amazon.
Holding onto my calls for NVDA, GOOG, CRWV, and of course SPCE. Oh yeah, and that stupid TTD put that refuses to move.
Amazon is not a threat . The whole fucking thing with TTD is objectivity. Why would any retailer ( like Walmart) advertise on Amazons DSP when Amazon has its own O&O inventory that rivals Walmarts ? You should go listen Jeff's comments in the past calls
Wtf man? Just 1 month ago you predicted TTD->0 https://preview.redd.it/hm9603q86k5h1.jpeg?width=1075&format=pjpg&auto=webp&s=a05e8dde32d343e6c98d2a4f6f1386998a1d2edb
It’s not that their CTV offering isn’t good, but they do not have the same market leadership in CTV that they have(had) in display advertising. They were previously the premier offering in a growing industry, now they have reputational issues, and that core market is declining. TTD was the king of of open internet demand - now they are just another player in CTV. Management is always going to try to put a positive spin on things. CTV is a growth driver for them because CTV overall is taking more ad dollars in the advertising eco system.
Bit of a chicken and egg situation. Not saying the CFO churn is good, obviously, but you expect quite a few people at the top to get canned when a stock craters the way TTD has.
I would dispute that TTD has a strong position in CTV. TTD’s bread and butter is display ads in the open internet (outside META & GOOG’s walled gardens), a market that is now in secular decline as marketing budgets move to CTV, and AI search decreases traffic to the open internet.
TTD about to go meme. You heard it here first
TTD is so fucking bad why would anyone buy it
I've done an amazing job of assembling all the losers in my portfolio. Fuck LULU TTD LCID HIMS I will never escape this sub
the World Cup and election cycle tailwinds are real and probably underappreciated near term catalysts tbh and yea the OpenAI collaboration angle is interesting. If TTD can position itself as the infrastructure layer for AI-driven ad buying rather than getting disrupted by it, that changes the story significantly.
on the WACC-ROIC spread, you’re right that the spread is what actually matters. even using more conservative ROIC estimates, TTD’s spread looks positive. ValueSense puts the current ROIC-WACC spread around 14.8% with a five year average of about 10.8%, not extraordinary but solidly value creating. on the ROIC figure, different sources use different methodologies and you get a wide range for TTD depending on how you calculate it. GuruFocus shows 44% annualized on the most recent quarter, 27% on TTM. StockAnalysis has 25%. The variation mostly comes down to how you treat goodwill in invested capital and how aggressive buybacks affect book equity. TTD has been repurchasing shares pretty heavily which compresses book equity and can inflate ROE-derived figures. My number reflected one specific methodology at one point in time. on the inflation concern for software specifically, fair in general but i think it’s less of an issue here than for something like Salesforce or Intuit where intangibles are a much bigger chunk of the asset base. tbh the numbers i feel most comfortable anchoring to are the ones that don’t move much based on methodology. 77.8% gross margins, 42.6% five year revenue CAGR, $569M FCF on roughly $3B revenue, and a stock down 67% from its high while the business is still growing 12% YoY. those aren’t really in dispute regardless of which ROIC variant you use.
I’m in the programmatic industry. I’m far from a stock pro, so this is based on my industry experience and not a business analysis. What you need to understand is while TTD is still growing, it cannot be understated the reputation hit they have taken the past 2 years. TTD overhauled its UI about 2 years ago. Pre-overhaul, TTD was the pinnacle of programmatic advertising and was unbelievably popular in the industry. If you asked 10 programmatic experts who their favorite DSP was, almost certainly 8 or more would say TTD. The combination of simplicity, options, and performance was unmatched. 2 short years later, the new UI is an absolute mess, they’ve deprecated many of their most popular features, and when they receive client feedback, they just explain how their clients are wrong. Combine this with competitors like Amazon, Yahoo, and StackAdapt making serious strides and TTD is far from the industry darling.
Cool trade, but give us more context. Why TTD?
Gotta subtract WACC from ROIC for value creation spread. Also I don't know where you got the ROIC number you did. I don't have the info I need to calculate ROIC, but a simple google search shows a few estimates that are much lower. Also, TTD is a software company and is expected to have high ROIC. But there are also plenty of ways to inflate ROIC by fiddling with NOPAT or invested capital.
Look at the take rates they are charging which is 20%. Amazon 1% Google around 10-15% Their margins are under attack. Big Tech makes money from selling inventory, not distribution. TTD makes money from distribution/access to inventory.
Yeah between all the CFOs and the failed audit I have serious concerns about the company: https://finance.yahoo.com/news/trade-desk-ttd-down-9-020849596.html. It may roar back eventually, but in my mind there are just too many awesome SaaS plays that have gotten demolished on the threat of AI without having yet seen any tangible negative impact that I’d rather take my risks on. TTD has both AI and broader competitive/strategic risks combined with some financial malfeasance red flags that make it a no go for me.
TTD has a profit margin of 15% which is fine, but AppLovin has a margin of 65%. The difference is unreal. ROIC means nothing in the face of profit margin. TTD PE ratio of 22 seems reasonable in the comparison to that. They need to find a way to get that margin higher before they get a boost in PE multiple, and then you'd see a doubling of stock price.