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
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.
They are competing against most of Mag 7. When your competitors are expanding or buying out the spaces people want to advertise on, being an independent platform often excludes you from those spaces or increases the cost to advertise versus their own inventory/platform. Big businesses can undercut their competitors. And as big media grows they too eventually become a competitor. Even Disney who is a TTD partner is building their own Ad tech.
the Amazon DSP point is probably the most underappreciated risk in the TTD story tbh. Amazon has first party purchase data that no other DSP can match. If you’re a brand trying to reach people who actually buy things, that’s a hard advantage to compete against. The walled garden narrative was always a bit convenient for TTD’s positioning and Amazon blurs it significantly. the premium PMP share point is interesting too. if more inventory moves into private deals between publishers and buyers directly, TTD’s role as the intermediary gets squeezed from both sides. i think the bull case requires believing that the open internet remains fragmented enough that buyers need an independent platform to navigate it. If Amazon and a few others consolidate enough reach, that fragmentation argument weakens fast. I haven’t fully worked out where i land on it.
why? she was over 10 years at TTD and probably doesn't need to work ever again. the CFO after her got sacked and now there is a new one starting July.
TTD is interesting here. It either bounces off $20 or just spirals into hell.
Thought the same when saw TTD 😂
Hey guys, what do you think about TTD ? Been invested in the stock for a long time and still holding, but big fish keep shorting it and it cannot hold any gains whatsoever.
Yo, I work at one of TTD’s major competitors - agencies and advertisers have lost faith (ceo greed, cfo firings, etc) and Amazon/Google are about to take their lunch in the DSP Ads game. They might fall fast.. and it’s all a numbers game for advertisers. The numbers don’t work for TTD to compete (higher service fees, less transparency into said fees, worse reporting capabilities, higher risk in data security vs the behemoths). Best of luck brother! Maybe I’m wrong.. but buy into some safety if you can!
Are you alive buddy.. trust shit stock TTD?
Why did TTD commit sudoku (again)?
As someone working in an ad agency, I like TTD the best. Good luck.
Watching NOW CRML SMCI and TTD today
The trade desk $TTD is coiling. 👀
Do you think they have a significant edge on TTD, can carve out market share, or is the demand there? I honestly don't know much about their industry, so I ideally I shouldn't try to grab some pre-IPO shares - but if I were a prudent investor, I wouldn't be here.
I bought 8k of SAP. Maybe I should pick up TTD. Any thoughts on SAP?
TTD is beyond fucked as someone who used the platform for the last 10 years
Id take anything at this point to get my TTD shares out of the deep red so i can dump this garbage stock.
I’m going to TTD, i like them
RemindMe! 45 days 250k TTD calls
What were you doing with TTD when they were getting burned this past month
He bought MU at 985 this morning and decided not to hold. Looks like he also bought ZS yesterday at in the after hours and decided to hold that one through. Definitely had so many chances to close out ZS after knowing that their guidance was weak in a strong tech market. As for TTD, he probably held that one forever too.
Besides TTD, TLN just to capture the massive usage of electricity in the coming years
You guys should jump on TTD at the 20 handle
OMC is an interesting one. But TTD? Honestly I wouldn't be surprised if they no longer existed in 5 years. AdTech is competitive and it's very possible that the big players end up eating their lunch
I’ve been buying ADBE this year. I also have positions in TTD and OMC. Been buying PRGO and PFE and NVO. I’ve had some big winners and wanted to get into some really beaten up names. It huge positions, but some of them will turn around. I only need to be right on a couple.
Started buying individual stocks in early 90s when they actually gave you physical stock certificate. It was cool and wish I had kept a couple. Bought individual stocks all the way thru dot com using margin. My best buy was Cisco and had a 10x (from $8 to $80 split adjusted). Did really well for my age. Then the bubble burst and I lost 80% of my holding. That hurt badly and didn’t touch stocks for years. Started buying in mid-2000 and bought more during 2008 Great Recession and from that point on did ok and was beating SP500 by a hair till 2024. Then I thought software was gonna be the next big thing so started buying software in 2025 which hurt my total growth. Now I’m lacking SP500. 30 years ago I tried mutual fund but it wasn’t moving much so I stop. Only have small amount in ETF now , guess I like the thrill of picking stocks. But it is not easy to out perform SP500 in a long (20,30 year) period of time. Held NVDA since 2020, but TTD killed me and many other SAAS softwares…
Yeah it’s crazy because no other industry sees this shit lol TTD, RDDT, META, APP just trade on vibes
Fun fact TTD actually stands for time to death for your port
Your best stock on there (other than NVDA), with potential to run might be TTD imo
Finally TTD getting its green candle
TTD, beaten down heavily, very good financials and growth
I was paying for The Motley Fool for years. I canceled it this year, they send you great information. However, they clearly state their recommendations are for a 5-year long-term hold (I was good with that). More than once, I've lost a significant amount of money because they are VERY slow to tell you SELL (example TTD which I think is still a Hold in their portfolio, It was up to $132, I dumped it at $35 and it's at $21 today.). It's a great service, but definitely not a set it and forget it.
anybody think TTD is ever going to get their shit together?
Someone bought a ton of TTD $25 Call Dec 2026. Looks like they don’t like money
Am I dumb for anticyclicslly buying TTD?!
Bought a good stack of TTD
TTD being an eye sore with its -60% on my port What a piece of turd
Earnings were terrible. Hard to say what the bottom is for TTD.
Unironically, yolo into TTD. This shit gonna come back with a vengeance.
MELI, MSFT, HUBS, TTD, SHOP..Yeah I suck
Fine. I’ll toss in NOW, PLTR, TTD, SPOT, I can do a ton more. Just look at IGV
I bought a few TTD calls instead. That went as shittily as yours did great. Glad I listened to myself!
TTD being down less than MELI is infuriating me lol
TTD from 140 to 20 in 16 months oooooofffffffffff