Reddit Posts
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?
2023-03-27 Wrinkle Brain Plays - In the style of Hermione Granger
The Trade Desk slumps as Benchmark downgrades, citing several factors (TTD)
$TTD just came under the 20 SMA if it gets in the Pocket 54.11 there is nothing until 48.68, and was downgraded to sell with a Price target to $38 by the Benchmark company.
BTIG starts The Trade Desk at Neutral, but with upbeat outlook (NASDAQ:TTD)
2023-02-17 Wrinkle-brain Plays (Mathematically derived options plays)
My current positions the last 3 months and other stocks I'm eyeing
$TTD The Trade Desk: great fundamentals, but still overvalued
~65K Loss, TTD Puts Earnings Play Gone Wrong.
30K $TTD FD Yolo, Super Interior Bear Put Play (Earnings)
Posted this October 6th. My short Thesis for $TTD
$TTD, Earnings Play Due Diligence | Before Market Open 11/09/2022
$TTD is expensive trash and it will show this earnings.
Next weeks early weeks earnings….puts all around
Few businesses have a globally scalable platform like the Trade Desk that benefits from winner take most dynamics.
Long HUBS & Short TTD, the gap is going to close eventually = it literally can't go tits up!
Dollar Cost Averaging works sometimes.............
WSB lost its touch.... Hyping a quasi bankrupt retailer while TTD goes 🚀 🚀 🚀 🚀 🚀
WSB has lost its touch... Hyping a quasi bankrupt retailer while TTD goes 🚀 🚀 🚀 🚀 🚀
💰💰💰Good morning! #premarket #watchlist 08/10 $CLWT - Short squeeze + lowfloater, $LOTZ -Q2 2022 Earnings Call Transcript, $SSNT - No news + lowfloater, $TTD -Reports Second Quarter 2022 Financial Results ...
💰💰💰Good morning! #premarket #watchlist 08/10 $CLWT - Short squeeze + lowfloater, $LOTZ -Q2 2022 Earnings Call Transcript, $SSNT - No news + lowfloater, $TTD -Reports Second Quarter 2022 Financial Results ...
💰💰💰Good morning! #premarket #watchlist 08/10 $CLWT - Short squeeze + lowfloater, $LOTZ -Q2 2022 Earnings Call Transcript, $SSNT - No news + lowfloater, $TTD -Reports Second Quarter 2022 Financial Results ...
TTD purchase 2000 shrs at 2pm did well…
BBBY is cool, but what about SOFI?
Tech Sector WEAK before FOMC plus 3 NEW STOCKS to Watch (AMZN, MSFT, TTD)
$SNAP/$META/$TTD traded together before and after the earnings miss
AMZM, GM, TTD, SHOPIFY, GOOGL, META etc..
Holding U, RBLX, and TTD. 15 minutes left to earnings. Am I screwed???
TRADING LOG - 9 MAY 2022 - TTD 15 JUL 22 60/90 BEAR CALL SPREAD
PUBM looks like an interesting play
Lost big on RBLX, and now down on TTD. Is holding NVDA and FVRR through earnings going to kill me?
#afterhours #watchlist 02/02 $FB - earnings, $SNAP - facebook earnings, $SPOT -earnings, $SYRS - FDA Orphan Drug Designation for Tamibarotene for the Treatment of MDS, $PINS -no news, $TTD - no news ... Also check premarket runners and low float stocks in my app!
#afterhours #watchlist 02/02 $FB - earnings, $SNAP - facebook earnings, $SPOT -earnings, $SYRS - FDA Orphan Drug Designation for Tamibarotene for the Treatment of MDS, $PINS -no news, $TTD - no news ... Also check premarket runners and low float stocks in my app!
A look ahead using Options data: Saas Sector and some earnings - $BBY $TTD $ZM $U $CRM etc
This Ape made some money this week 💰Love $TTD $RNG
$CRTO - Deep value + High quality + Short squeeze play
Think I finally did this right.....I think. Thanks TTD
Finally think 🤔 I did this correctly.....thanks TTD
TTD earnings: EPS beats 20%, Revenue beats 6%, Stock up 25%
Which should I tax loss harvest, PYPL or TTD to go in to IIPR
So which should I tax loss harvest PYPL or TTD to go into IIPR
Confirmation that advertising algos look at your portfolio to send you targeted ads. Bullish $TTD
Magnite $MGNI is the worlds largest sell-side ad platform and severely undervalued
CloudFlare (NET) stock is becoming the next GME ... up 13 straight days w/60%+ gain
Entravision Communications (NYSE:EVC) Poised For a Run - DD
Entravision Communications (NYSE:EVC) Poised For a Run - DD
Entravision Communications (NYSE:EVC) Poised For a Run - DD
$PUBM YOLO - This is the next $TTD. Fuck $MGNI.
How is no one noticing $APPS price movement today?
The Trade Desk earnings: Revenue - $279m versus $262m expected, EPS- $.18 versus $.13 expected.
If all stocks dropped 20% today and you could buy only 5, which 5 would you select?
[DD] Recovery is not priced in. $SQ, $FB, $GOOGL, $V, $PYPL, $TTD, $SBUX, $AMZN, $ROKU
Market Commentary (Current Status of the Markets Right Now) - 7/20/2021
Market Commentary (Current Status of the Markets Right Now) - 7/20/2021
DD: PUBM 41% short float + good news, to the moon!
I built a program that tracks mentions and sentiment of stocks across Reddit and Twitter! This week's most discussed and top growing stocks!
HUGE Upside for PUBMATIC! Let’s gooo! PUBM has tons of room to run and it’s at a low. I’ve been telling people that PUBMATIC is going to keep going up since $27. It’s at $44 now and it’s just in the beginning stages. Short interest %48. This company is going to the moon 🚀🚀
PUBM. OPTIONS TRADING!!! ALL THE PIECES NOW IN PLACE
$TTD gave me 6X morning Wood and no, it wasn't picks of Aunt Cathie
Mentions
In my opinion the highest chance stocks of doubling in the next year are Nio, BB, TTD. I think all of them Will double from here but it’s more a matter Of Time. Could be waiting years.
Too many - CNVS when terrifier 4 comes out. Basically anything related to nuclear. TTD for a rebound. Rare earth stocks dealing in US. Fubo for rebound with Hulu live merger. And one last one being - Ubisoft either rising from ashes, tencent fully taking over, or bankrupt. Upside is huge imo. Probably 75% goes nowhere, 25% 10x return.
lol how are you more worried about TTD than BMNR
why TTD? just would like to understand your rational.
IREN, CIFR, NBIS for data center plays. Pretty clear big guys are pissed they missed the initial run since April, nuked the stocks to get better entries, and now believe in the thesis. Institutional holdings have skyrocketed in many of these names while prices dropped 40-50%. 2026 should be the next leg up as mag 7 continue to pay out big contracts. Don’t think these will be long term holds though, there is some real concern over capex to keep up with the tech required. Google is crushing it, not necessarily a moonshot with a multi-trillion MC but I think they keep momentum going for another big year Riskier - CLSK, RR, TTD, OSCR if ACA finally gets extended.
What differentiates them compared to DV360 and Amazon is their independence. How much of a differentiator this is is something I’m trying to figure out. If you don’t want to work with a walled garden like Google and Amazon, then TTD is THE platform. It is so hard for new entrants to come in here because they would need a large data advantage. Amazon did it but they are literally only one of the few companies who could.
This post by another Redditor does a good job of that. Updated Thesis on The Trade Desk (TTD) Hello, Since my last post a month or so ago, TTD has continued to fall. As such, I have increased my position size to over 1,000 shares at a low 40s average and will continue to accumulate as long as we remain at this price level. I wanted to give a more nuanced update based on my thesis based on what I read from the previous post. # Valuation: This is where people remain the most critical of TTD, valuation. The stock now currently trades at a PE of \~42 on a GAAP basis. I hear, why not buy Amazon instead? Why not buy Google? Why not buy Meta? They also have advertising businesses and their stocks are trading at a cheaper PE! Let's look into the future, pulling data from the Nasdaq. ([https://www.nasdaq.com/market-activity/stocks/ttd/price-earnings-peg-ratios](https://www.nasdaq.com/market-activity/stocks/ttd/price-earnings-peg-ratios)). These are future estimated PE on a GAAP basis. Current estimated PE for 2026: 29.32 Current estimated PE for 2027: 22.62 Let's compare Amazon, Meta, and Google: **Amazon:** Current estimated PE for 2026: 28.85 Current estimated PE for 2027: 23.73 **Google:** Current estimated PE for 2026: 28.25 Current estimated PE for 2027: 24.33 **Meta:** Current estimated PE for 2026: 21.26 Current estimated PE for 2027: 18.98 As you can see, only Meta trades at a cheaper forward PE for 2027. However, the growth rate for TTD in terms of EPS is much more rapid, and in the next 5 years will be substantially cheaper (if you extrapolate the data). However, with all this being said, this is valuing TTD as a "value stock" and not as the growth compounder it is. Its expected revenue growth rate is being expected to be roughly 16% YOY for the next 5 years. It is difficult to value growth stocks as value stocks, as their focus is on top line expansion. Using P/S, TTD is trading at a multiple of 6.5. That is very low for a growth stock. # Future Growth & Competition: One of the biggest concerns is that TTD's growth story is over, and that Amazon will simply overtake. Why? Simply because Amazon's DSP is "cheaper". However, head over to "[r/programmatic](https://www.reddit.com/r/programmatic/)" and see what people there think of Amazon's DSP. **Here are some comments:** "Dumpster fire of a DSP. My team works in it daily and they loathe it. The only thing it’s good for is their walled garden supply and data" ([https://www.reddit.com/r/programmatic/comments/1m1cz55/looking\_for\_feedback\_on\_amazon\_dsp\_compared\_to/](https://www.reddit.com/r/programmatic/comments/1m1cz55/looking_for_feedback_on_amazon_dsp_compared_to/)) "Amazon can take jabs at the other two all they want. Nobody in the press will talk about how crap their platform is, because they're not the ones in it. It constantly crashes every browser. It is not flexible with complex audiences or geotargets which you have to recreate every single time. It's invoicing systems are broken. It's reporting interface and features are one of the worst I've ever seen." "Free head to head tests are fine, but wait till the activation teams have to run reports on that dogshit platform. TTD premium is worth it for their far far far superior reporting options." ([https://www.reddit.com/r/programmatic/comments/1ojc8qz/amazons\_punching\_google\_with\_one\_hand\_and\_the/](https://www.reddit.com/r/programmatic/comments/1ojc8qz/amazons_punching_google_with_one_hand_and_the/)) With respect to their Amazon ads business, Amazon focuses on their sponsored listenings and their Prime Video supply (which competes with Google, Netflix, Disney etc). Their DSP is not a priority, and its goal is to funnel advertising budgets into their own inventory, which then they charge a hefty premium on. Their partnerships with Netflix for instance, don't roll out until this quarter. We have to see what happens, but it is obviously against Amazon's interest if adspend is going to Netflix over Prime Video. **To be transparent, there are some posts critical of TTD, but it is mostly due to their price.** People, and ad-agencies, see that TTD's cost is much higher than Amazon's. So what has TTD done? Well, for the first time ever, they're willing to negotiate. As in, if you commit to a higher budget, they are willing to reduce take rates. ([https://digiday.com/media-buying/the-trade-desk-loosens-its-grip-on-pricing-amid-buyer-pressure/](https://digiday.com/media-buying/the-trade-desk-loosens-its-grip-on-pricing-amid-buyer-pressure/)) Within their recent conference call, they mentioned specifically that they are investing resources to grow their connections with their partners. This has been a point of criticism for many years with respect to the TTD, that they were arrogant. That they refused to negotiate, because they didn't have to. Now they are investing resources to grow their connections. Similarly, they are focusing on expanding their joint business plans, and have mentioned in the conference call that this is a HUGE area of focus. **Jeff Green specifically said they have BILLIONS of dollars of JBPs in the backlog.** Meaning that they simply do not have the capacity to execute on all these plans, and are expanding their resources to do so. # Tailwinds I believe that the 16% growth rate figure is a bit underrepresented, especially for the next year. Political year, world cup, lowered interest rates, etc. I will not dive too much here, as it is pretty much the same as my previous post. **JUST MY OPINION, DO WHAT YOU WOULD LIKE!**
Haha yeah without a doubt. I meant to say that TTD (in my opinion and valuation) should be around a $60 stock. It makes no sense why it was over double that valuation, and it makes no sense why it is approaching to half of that valuation.
> First of all, why was TTD ever valued that fucking highly? Second of all, why is TTD falling this much despite quality earnings? I think the first point sufficiently explains the second
TPL, DECK, SMCI, COIN, TTD, XYZ, etc All way down since SP500 added
Yes, 135 was crazy high. Anyone holding from then has no chance of that ever getting back that high for a decade. Although that’s the real question. Will TTD be here in a decade, or will Amazon eat their cake? TTD clearly has an excellent product. It can be copied, not easily, however over time it could happen.
I also think value isn’t really rewarded in this current market. Why invest in TTD when all these other companies are so exciting and volatile?! I don’t personally agree, but I don’t want to fight it
This market makes no sense. First of all, why was TTD ever valued that fucking highly? Second of all, why is TTD falling this much despite quality earnings? I have a fair value estimate around $60. But I haven’t entered a position because I don’t want to fight the market here. They are pricing in an Amazon DSP takeover and LLMs diverting traffic and killing the open internet. Revenue beat on earnings pretty significantly and Adjusted EBITDA looked great. I am waiting to see how their supply chain initiatives work out and whether or not they can offer additional services to further reinforce their value proposition and prove to the market that they aren’t losing out to Amazon.
Owned this for a while but there’s a reason why they’ve tanked so hard. Amazon put them directly in their crosshairs as a competitor and TTD doesn’t have the $ to hang with Amazons direct attack on their biz model and clients
I think everyone “believes” that thesis. The problem for them is actually competition - from both Amazon and smaller companies. (For example Magnite). I hear really good things about TTD and they may yet thrive, however you gotta think about how they fare under heavy and increasing competitive pressure.
TTD is a quality business, but $136 to $36 is a 73% drop - that's not just "oversold," that's the market repricing growth expectations. If you believe in the CTV/programmatic ad thesis long-term, this could be a decent entry. But I'd scale in slowly rather than catch the knife all at once. The S&P 500 inclusion should help with institutional flows, but that takes time.
Did I time the bottom on TTD? Lol
Soooooo all stocks getting crushed essentially, TTD and NLFX.... Can't make this shit up
The next 10 bagger is TTD if you can time the bottom
TTD is due for a bounce. Heavily oversold.
TTD is way too cheap is it the next paypal?
I got NVO, shooting for price target of 60 Why do you think TTD will make good gains?
I invested $500k in TTD and bought stocks at $40.25 and i'm down 10%, should cut my losses and sell? 😭😭😭😭😭😭😭😭😭😭😭
u/sandeep4386 are you still invested in $TTD? just looking for some inspiration in these tough times for TTD investors. 😭😭😭😭😭😭😭😭😭😭😭
I would try some of this year's big losers: $NVO, $PYPL, and $TTD are my top candidates
I'm buying TTD if it ever hits $32-33.
TTD has been killing me
The Trade Desk was a $67 billion market cap stock last year and some thought it would buy Roku Today, TTD is now just a $18 billion stock down +70%. Roku is $16 billion
what happened to sandeep4386 who was holding $2M worth of TTD, 40K shares at 44.18 avg. reddit.com/r/wallstreetbets/comments/1ntrkvb/from_200k_to_2m_in_under_2_months/
Lmao I thought TTD was a deep value play at 45 😭😭☠️☠️
Lmao I thought TTD was deep value at 45 😭😭
All the ones that have been overreacted on, UBER, ADBE, TTD
I’m a stupid fuckin TTD bag holder
Took the morning off to golf. Played well for my standards. Just checked port. Deep red. What the heck happened? The only stock I’m holding that seems to be standing firm is TTD making we wonder if it’s oversold and no more sellers.
SPY -.5%, TTD and NFLX green... Fuck me right
Yea, if I had a smaller account I'd get TTD and Uber and just sell weekly covered calls til the rebound... If they never go back up, I won't break even, but it'll be close
I just got a Meta one myself... I also like Adbe and Uber and TTD but I'm also not that smart
Ha yep, wild ride and still here! 2022 had me doubting things but held through and now back to square one basically. I personally don’t listen to analysts and due my own DD (I’m a CPA), so just looking at their financials, they’re solid. Although I will concede that analysts can move a stock. Appreciate your response and I’ll see you when TTD is back above $100!
Man what a roller coaster ride for you. I had the similar situation with NVDA and there were occasions when I wished I had sold them. Fast forward now I’m glad I never sold them. Not saying TTD will moon like NVDA but I think sell off is way over done and it’s due for a rebound. Remember 2022 when everyone thought google cookie change was going to kill this company? Fun fact: the same analyst downgraded the stock to 55 and it fell 6-7% next day and you know what happened after that. I don’t know if the history will repeat again but won’t be surprised if it does. I probably will sell my leaps but keep the shares for the long term. https://preview.redd.it/9nvcqbf9io6g1.jpeg?width=1284&format=pjpg&auto=webp&s=b487d54e6bbb3c09778fa63867ed2762a1717843
Bro, I’ve been holding TTD since 2019. In for 4100 shares now for a cost of about $50. Original 2000 shares have a cost of like $20. In hindsight, wish I sold some when it hit $140 in Dec 2024, but long term, I still believe in this company. And with consistent 95% plus customer retention, they gotta be doing something right. The whole Amazon competition hype will fade. The total TAM is large enough for both to succeed IMO. How long you plan on holding? If it hits $100, I’m probably going to sell 2100 shares and hold onto the other 2000 till atleast 2030.
$TTD https://preview.redd.it/xg3iqhjx2n6g1.jpeg?width=1000&format=pjpg&auto=webp&s=edc4a0b5fc200bfd20fc1ef310d3938a5089010e
Lol TTD and FI both
TTD continues to be shit for the year
TTD has fucked me royally this year
I'm genuinely curious to see how low TTD will go.
TTD hit a 52-week low today, down 72% from a year ago. I can't tell if this is a good opportunity, or just another falling knife. FWIW, looking at the 5-year chart, it has spent very little time below $40. I guess the competition from Google and Amazon is a relatively recent invention, though.
I really want to buy TTD but I'm scared
Gonna start piling up TTD, this is way beaten down
Surprised I am the first on to mention The Trade Desk (TTD), the darling of 2023 is the rock in 2025's shoe
TTD. I think if we ever get out of our silent recession companies will start spending money on advertising again
TTD Will probably be fine. HOOD has been an incredible stock with a great leader/CEO. Wow, insiders are selling shares in a growth stock? Of course. It happens
Meta/Amazon fine, I'd rather other names than AMD. TTD for a bounce perhaps but it's not the story it was several years ago. I drink Celsius but am not going to invest again and Elf I did well with but wouldn't revisit either.
$AMD, Meta, Amazon, Rezolve AI, TTD, Elf, and Celh are good plays. What do people think on these?
Yeah, you don’t have a clue bud. All of the recent additions you mentioned are stellar companies except maybe TTD, which will be on its way out if it continues to underperform.
I am also a Swing (4-7months) and LEAPS Call Options Trader. No Puts, No Covered Calls. Just one simple focused strategy. Currently in META, NFLX and TTD
It has to be up from here for $TTD, right?
I’m betting on TTD due to political ad spending. Avoiding FISV because of the mess that is Clover fees.
I only started tracking my buys about 6 months ago but in those 6 months had a few that went really well... AMD(+85%) , GOOG(+98%), FSLR(+80%), ASML(+63%) , VIST(+40%) , SEZL(28%) , ADMA(29%) to name a few... However... 2 of my picks went badly lol: CMG(-25%) , TTD( -20%) (I have to be honest and show my losing picks too, its not always sunshine haha. Study your bad picks as much if not MORE than your wins as you can often learn a lot more from them)
I own so much TTD now… baby’s first bagholding
$TTD vs $FISV which is a better recovery play for 2026?
TTD - they had their first miss in 40 quarters and have been nuked on no end for it. it’s def cycling for decelerated growth but not sure where the win is. seems like lots of hedgies and firms have been getting in around this price.
$CRM and $TTD are the Giants and Jets of stocks.
Amazon also stealing market share in the exact business that TTD is in I like Amazon going forward
The Trade Desk ($TTD) is down 66% this year. Your Amazon “dead money” is basically a volatility-free T-Bill compared to that dumpster fire.
I got in very early so still profitable (by multiples). Top and bottom line growth is still there so I'm not that concerned. AMZN ad revenue growth isn't a direct overlap of TTD - if it were TTD would already be out of business as AMZN ad revenue is multipes of what TTD makes.
TTD and IONQ are huge opportunities like cava and capr just were last week.
I called CAPR and CAVA opportunities for huge rebounds. Now Im calling IONQ and TTD, huge opportunities.
The CEO dumped a ton at much higher levels at the beginning of the year. TTD was one of my largest holdings for a few years starting several years ago and I did very well but IMO the story isn't what it once was. It's the kind of thing I'd trade for a bounce but I don't want to own it beyond that.
https://preview.redd.it/39z9p46kyz4g1.jpeg?width=1179&format=pjpg&auto=webp&s=f2aeb45f40f025381e146180df44c0231c0e4eb7 Why does TTD have to suck so much! Fuck me can Amazon just buy them already so I can move on from this shit stock.
TTD. And 0DTE on XSP/S&P mini 500. It depends on the ticker/stock and how it’s moving. 1DTE or 0DTE’s work the best so far. Tried a few weekly’s with mixed results.
sandeep / how’s that TTD working?
FISV TTD LULU selling is over. Accumulation begins.
TTD a nice looking buy, right?
TTD doing absolutely nothing. Go to 0 already pos
I feel AD-TECH will be the next sector to boom with AI. $META , $RDDT ( META JUNIOR), $TTD and $GOOG
Thoughts on TTD? Looking to fill port shares of something
I was wrong on it. So I'm taking the loss and looking at maybe Trade Desk? TTD is the ticker
Im looking at 1/26 calls for HIMS $50, PLTR $200, SMCi $40, TTD $55 and META $700. All pretty low IV and high OI. which would you guys choose