TTD

Smokeblaze420696969

Thats a better take than this because the output would more closely mimic the Salesforce product than one for TTD would mimic TTD. TDD'S value also isnt in the software but rather the extent of its integrations with the programmatic ecosystem.

RepresentativeHeat13

I got lucky with my TTD calls. They were almost worthless before that large purchase. As soon as I cashed out, I did a put. Did it 2X more. maybe it’s time to do puts again?

517UATION

Op’s thesis seems sus but the play might be ok. Although if TTD’s earnings aren’t a dumpster fire, then OP’s bank account might hit $0 first.

PinPsychological82

Yeah there are a million reasons why TTD is down but the thought of OpenAI vibecoding TTD is laughable

snesk0008

So clearly you don't know much about how the advertising industry works, which is fine because it's unnecessarily complicated, but there are some falsehoods in here that should be addressed. The Publicis & Omnicom audits will reduce revenues but are not a significant problem. TTD doesn't charge 'per seat' that's how agencies charge. TTD takes a % of ad spend as do all DSPs. AI will not negatively impact this.  OpenAI can not make it's own TTD with AI. TTD is not just a console it's a RTB DSP. 1000 companies have spun up DSPs and most failed because they underestimate the complexity. AI can make building a DSP faster, but DSPs succeed because of scale and trust. Advertising agencies use DSPs to purchase inventory which warrants the building of a large complexity and expensive system.  Building one just for OpenAI would be time consuming and wasteful and would lead to LOWER adoption from advertising agencies who control all the revenue. It would give other AI tools more ad revenue. Also if OPENAI was going to do that, they would have built it off Xandr. Microsofts recently shutdown DSP. Now why is TTD down so much?  1. Amazon. Amazon is pushing hard to knock TTD out of the second place spot and winning. Amazon is competing by offering a competitive product with extremely low margins. 2. Design. TTD released a extremely poor UI overhaul and forced customers onto it. 3. Inventory. TTD has always been about open internet since they have no walled gardens. That was fine when only Google, Amazon and Mets were walled but with massive consolidation around supply, TTD is on the outside looking in.  Their margins, competitive advantage and supply offerings are all getting squeezed and they don't have a good way out. TTD is the last major standalone DSP (rip Media Math) and they will end the chapter of stand alone DSPs in the ad space. 

Disastrous-Angle-591

Not sure id call TTD SaaS

CyGoingPro

TTD is the second largest programmatic advertising provider in the UK. I highly doubt their business will dry up in the near term.

Effective_Herone

The entire SaaS industry is teetering on the brink, and TTD serves as the canary in the coal mine, signaling the imminent arrival of a crisis.

TastyToad

So, you're trying to convince me that TTD is a shit company (which it might be), but decide to wrap it in the most braindead AI SaaS vibecoding take I've seen this side of twitter ?

Tigulla_SRT24

Just sold my TTD and realized 5k loss Done bag holding this POS am sure it will go to single digits

ai-moderator

#TLDR --- **Ticker:** TTD (and the rest of SaaS) **Direction:** Down (Straight to bankruptcy) **Prognosis:** Short 384 Naked $30 TTD Calls exp Jun 18 **Catalyst:** "Vibe coding" making software engineers obsolete, executives jumping ship, and looming SEC audits. **Risk Level:** Infinite. Selling 384 *naked* calls is peak WallStreetBets degeneracy. Say hello to infinite loss potential!

Tigulla_SRT24

Fukk TTD, sold the POS after holding for 10 months at 5K loss you can now buy calls

Lower-Condition-4104

TTD like "I wish I was a big boy stock! Somebody buy me."

shmito17

TTD broke $21. Going straight down to $19. Jesus

d33p7r0ubl3

Been thinking about TTD

sonofalando

The trade desk TTD. Way oversold given growth potential.

PossibleLack835

I can't make my banbet for some reason. so I will shout out lout BANBET TTD +100% 90D

PossibleLack835

!banbet TTD +100% 12w

ordersetfire

TTD !

Pete26l96

real talk, I can't imagine the pain bag holders of stocks like NVO, UNH, TTD, DUOL, etc. feel. I full ported into AMZN near the liberation day lows last year $170, and I've watched it go from $170 to $260, and now back down to $200, and even I am pissed I didn't sell on a daily basis. Meanwhile those self proclaimed veterans over at value investing were dumping their life savings into NVO since $60, and DUOL since $250. No wonder they so bitter lol

Jumpy_Nose863

Stat wise most stocks are at ATHs?? Not sure where this lie was told to you. The whole market is red but a couple sectors, he's literally talking about the cream of the crop oil wise. It's not like he's debating selling Roku, Sats, or TTD. The 1 industry in a chokehold that everyone must have, that just happens to be extremely shareholder friendly. They were going up quite a bit at 60 a barrel, who knows how high it'll go now. Kathy Hollub(sp?) the CEO for Oxy has said for 2 years str8 there would be major oil shortages eoy 25-mid 26. I'm guessing you've been buying for quite a while, let the compounding work it's magic. If you want to generate extra income by using said holdings, there's all kinda ways to do that I'm sure you are aware of. Congrats!! Really, a great long term buy and hold. Me, personally, I wouldn't sell until you know the whole scenerio is changing. You have the upper hand rt now, play the longer game and watch the YOC grow and next earnings will produce unprecedented profits for XOM. Why cut them here?!? When their likely the MVP. That's like playing FFB and sitting your top scorer. Gl with your decision but I don't see much to debate

PossibleLack835

!banbet TTD 44 90d

PossibleLack835

!banbet TTD +100% 90d

shmito17

Started positions in INOD, OSCR, TTD. Add more shares of WRD.

PossibleLack835

!banbet TTD +50% 9w

PossibleLack835

!banbet TTD 40 90d

PossibleLack835

!banbet TTD 40 90d MY LAST 15k, BREAKEVEN AT 30.81. CMON U PIECE OF SH\*T

shmito17

Holding WRD, TTD, GTLB. Waiting to slowly buy into the MAG7.

shmito17

I’m buying TTD here in small tranches. Incredible upside.

rb1258

😮 maybe throw some in Duolingo and TTD too to add some junk in the trunk

mapsosa

good morning everyone, can’t wait to check on my TTD calls today !

starfuks

TTD?

shmito17

It’ll be bought up fast. Getting a heart attack with TTD. Spooky stock

shmito17

TTD? What happened now lol

Awesome____Sauce

Sir a second audit of fee's has hit $TTD

Tigulla_SRT24

Imagine buying 100 shares of TTD at $88 and PINS at $38 both down 70% now You a lot better

Forsaken_Leader_8

The TAM for tokenization is theoretically infinite, but like you said, the liquidity isn't there yet. TTD won because they owned the data flow in an uncrowded market. If you're hunting for the next TTD, you need a way to filter the noise. I’ve been relying on signal whisper lately to track sentiment and Congressional trades. If I see a cluster of 'insider' activity on a speculative tech play, it gives me a lot more confidence than just a 'radical idea.' In a market this volatile, having an AI-backed sanity check on the actual flow is the only way to play these high-risk/high-reward setups without getting wrecked

ArtisticFrame5790

The only stock I hold green today was TTD. Won’t pretend to understand

shmito17

TTD green today bodes well for the stock if the overall market shifts.

Slightlybadpicks

Why do I own every single POS stock that’s out there? TTD, SMCI, SNAP, MARA, ORCL 🤬🤬🤬🤬🥲🥲🥲🥲

Pete26l96

If you hold shares of bag 7 and feel the world is out to get you, know that millions have lost much more than you on stocks like NVO, LULU, DUOL, PYPL, NIKE, TTD, ADBE, etc. Wait out your 10-20% paper loss and be happy.

BigShmokeBuffer

Glad to see those regards over at ValueInvesting get what they deserve for holding TTD and BABA

Pete26l96

if you own members of the bag 7 like me and are feeling bad, remember there are many people who bought NVO at $70, DUOL at $200, PYPL at $60, TTD at $50, LULU at $200, etc. count your lucky stars you're not a "value investor".

shmito17

That Publicis report on TTD was straight BS. That stock can't catch a break.

zholo

This is like you buying $200 for stock.  The only worth discussing is recent TTD by by the CEO. But like $150M and I think is below his buy price currently due to a report about questionable billing practices.

shmito17

When TTD $100 again lol

OptionsHuduga

can TTD just go ahead and delist and file for bankruptcy already? just do us all a favor huh?

B-Train-007

TTD. Massively misunderstood and the correction recently was completely overdone. Price target well over $50 for me

Old-Commission2782

TTD getting smoked again. No bounce.

Old-Commission2782

This sell off on TTD is stupid. An easy buy here and hold.

hockeyfan1990

Not sure about 10x but TTD I can see go back to over $40. Same with UPST.

GMETOTHEMOONNN

Prob not 10x but TTD at all time lows because of inflation/tarrifs could 3-4x once companies start prioritizing advertising more when budgets are less tight

Used_Rice9332

$TTD,$DUOL,$Rubrik,$Adobe

in_for_the_comments

Yeah, what gives. Nothing was inaccurate. It literally just says that this is going on. It does not misrepresent anything. TTD confirmed this audit took place.

alexalmighty100

TTD probably didnt want to hand over their disclosure docs that would clarify this(probably because the disclosures would be incriminating)

Current-Function-729

> The Trade Desk denied the findings, claiming the auditor requested data that would violate confidentiality agreements. Violated agreements TTD had with other parties or violated the confidentiality of TTD’s own data. For third party audits, it’s routine and expected you share private internal data. Though if the issue is say contract pricing that’s under NDA, TTD is in the right.

xlmtothemoon

dam i was close af to loading up on TTD

ArtisticFrame5790

What do you guys think about TTD? Awful performance last one year. Good ER. CEO upset on call how stock is being treated. Drops after ER to 21. Bounces back. CEO announced he bought like $150M of shares to show how much he believes. Stock bounces to like 32 then slowly bleeds down. Today was a suspiciously Green Day for the stock then questionable negative news drops early afternoon and drops it back to $25. Feels like last few shakes to get retail put before it turns but I don’t know.

LasyKuuga

See everyone crying about TTD See it’s down less than 7% for the day. Fucking overreacting apes

Old-Commission2782

TTD what happened??

Normal-Phase-1252

i lost everything on TTD

midwestck

TTD got found in the files

mapsosa

just got back from lunch, can’t wait to check on my TTD calls!

Slightlybadpicks

Look at TTD wtf! From +4% to -6% 🤬🤬🤬 all growth stocks being demolished

GnosBleeder8

Very closely watching CRCL and TTD

aerospace_bear

Thinking of going leaps on TTD. Their Q1 EPS has beat expectations in the last two years. Looks to be at a relative discount based on cash flow and valuation.

15xorbust

Personally I find the Motley fool to be useless with lousy recommendations of bad stocks such as pushing TTD forever as a top stock. I find Seeking Alpha much more useful with better j formation.

Vegetable_Push6542

Metals and energy trading like shitcoins all while you have blatant insider trading like TTD CEO buying 200 million in shares the day before it pops 20%. Most corrupt market I've ever witnessed.

PieDiscombobulated58

$TTD 1- CEO just purchased $150MILLION dollars worth of shares March 2-4 2026 2- February 25 2026 Trade Desk board approved of $500MILLION dollar share repurchases. 3- Barclays PLC just purchased 2,333,744 shares posted March 8 2026

PieDiscombobulated58

$TTD 1- CEO just purchased $150MILLION dollars worth of shares March 2-4 2026 2- February 25 2026 Trade Desk board approved of $500MILLION dollar share repurchases. 3- Barclays PLC just purchased 2,333,744 shares posted March 8 2026

PieDiscombobulated58

$TTD 1- CEO just purchased $150MILLION dollars worth of shares March 2-4 2026 2- February 25 2026 Trade Desk board approved of $500MILLION dollar share repurchases. 3- Barclays PLC just purchased 2,333,744 shares posted March 8 2026

PieDiscombobulated58

$TTD 1- CEO just purchased $150MILLION dollars worth of shares March 2-4 2026 2- February 25 2026 Trade Desk board approved of $500MILLION dollar share repurchases. 3- Barclays PLC just purchased 2,333,744 shares posted March 8 2026

JudgeInfamous4111

I made about 400k on NFLX calls last week, still have 300k in shares.  Other main holdings are CRWV and CRCL.  I’d be looking to buy shares of AMZN or AAPL on a bigger dip or TTD/MNTN on a strong double bottom

laddie78

And here I thought TTD stood for Ten Toes Down

gatovision

They Keep putting hype or ai stocks in, Past picks have been lot of high beta stocks that have been tanking lately. TTD, XYZ, APP, COIN, CVNA, HOOD. All down big since addition

No-Improvement3164

So TTD was drilled to death and pops 25% out of nowhere and now HIMS. 😂😂

Normal-Yak3103

I’ve never posted in the programmatic subreddit.  I never post in general unless it’s someone posting something patently false about what’s going on internally at TTD. 

hil_ton

Jeff Green is worth around 2b, and most of his money is tied to TTD so buying 150m in the open market is a sign of things coming later this year. This stock will be 50-90 by the end of the year

sooooted

I thought I recognized your handle from the programmatic subreddit. If TTD had mass layoffs, which California defines as 50+ for an employer of 75+) TTD by California law would have had report to CA's EDD. So clearly they haven't.

Normal-Yak3103

I work for TTD.

CriticalBlackberry90

Very nice insider trading by TTD founder/CEO. Buys 150 million worth of stock before it shoots up 20% on OpenAI partnership news

Honest-Abe2677

Hmm, Today I sold half the shares I foolishly bought after the big dip a couple of months ago. Confidence in TTD seems to be gone, and I don't trust that Open AI circle jerk of funding promises. It'll probably go to $150 now since I sold, but I'm not feeling the stoke.

hockeyfan1990

All my life savings in TTD. Surely will be a millionaire with that soon

InquisitorCOC

Yes, unless their growth significantly exceeds the dilution $TTD was at least successful in this regard over the past decade (2025 vs 2017): - Share count increased from 440 to 493 million - Revenue grew from 242 to 2277 million - Net income grew from 51 to 443 million - Operating Cash Flow from 31 to 993 million - Free Cash Flow from 15 to 700 million

IllBuyYourCar

This screams TTD lmao

ssumitcs

TTD is not into exclusive inventory so the question is if all DSPs will benefit from openai decision to go open internet vs walled garden for now, or, select few DSPs gain more. Eventually advertisers need to spend more money for DSPs to make more money.

greenpride32

The real news is the rumor that OpenAI is in talks to partner with TTD on selling ads. Perhaps the buy is a signal of confidence or progession in those talks. Or could just be buying on beaten down stock price. For those who aren't familar with TTD, the CEO is also the founder. He's not just some random established business executive, he founded and grew this company and nows the business inside out. Also TTD has been using AI technoloogies for past several years - long before OpenAI and Anthropic became household names.

GlobalResolution77

TTD +20% cause the CEO bought. Highly regarded strategy

_m0nk_

Had my first solo coke bender and bought a bunch of TTD a couple months ago. Maybe I should do more drugs

CD274

There's no other news about TTD except the execs pumping the stock overnight right? 😂

Practical_Carob1253

I dunno how I missed it. I have been looking at PDYNE but then it bumped off my radar. Same with TTD :(

BigShmokeBuffer

TTD red by close

throwa91

TTD the next $app?

moneygon_

For years I honestly thought TTD was a brokerage firm, really surprised to find out it's an advertising agency this morning.

Swiftnice

Damn the 1 June TTD call I bought weeks ago for $100 is up 300% I knew I shoulda full ported it. lol

sonofalando

My TTD position is up 30% in 2 hours 😂 500 shares btw.

_m0nk_

Won’t be a TTD bag holder for long

StonkeyAndShrek

Full ported TTD was up $80 at open, now down $20. Trying not to paper hands a day-trade AND a loss

Shoddy_Vegetable4268

Dang TTD was a nice surprise to wake up to

ComfortableNo5231

TTD calls opened at +30,000%