TTD

Rambodeth_

TTD piece of shit I'm out peaceeee

AntelopeSilver9351

TTD: Terrible Turd Dirt

ItCouldBeSpam

Oh look $TTD is dumping again. Been straight down since S&P 500 inclusion lmao.

Viktri1

Who is killing TTD?

Top-Fig845

TTD. The gift that keeps giving.

Financial_Fan1763

TTD probably the best pick

zacspark2

TTD

Right-Bug3739

Or maybe TTD

Game3k

TTD. This must be the bottom, right?

Top-Fig845

TTD

VegetableResource204

TTD

Legitimate_Mud_835

There are several software stocks that took a hit and could be poised to recover: ADBE, CRM, TTD, DUOL, CFLT, among others. 

winston511

At what point is TTD battered and bruised enough to buy in

chucklemcfartsparkle

TTD has been such dogshit and I keep buying calls that will expire worthless. Maybe I’m also dogshit.

Affectionate_Fly7659

S&P inclusion always leads to a sell off. However I never fail to chase it and lose money. TTD, DDOG, IBKR, now HOOD 😭

Game3k

This must be the bottom for TTD

ConversationBorn44

Anyone going in TTD?

AdriSnchz

Best stock for last quarter: $NVO $UPS $TTD $VKTX wht you pick

Specialist-Neat4254

At least y’all ain’t bag holding TTD like I am. I looked at the balence sheet and said this is a good company. Proceeds to drop 14% in the last two days

WildEstablishment267

From a current sentiment, probably but business wise TTD is much bigger. TTD rubbed off many ad agencies in a wrong way and thats hurting them. Also pissing off all of your top exchanges isn’t great and marking them as resellers is abominable. By that logic DSPs are nothing but resellers of all brands and hence Amazon took that share away. Transaction IDs case was also blown up which brought pubs together. All the investors on TTD in adtech who lost money, are trying to help get their monies back by promoting them, urghhh.. To be honest, no one is fighting Google or the walled gardens but trying to steal away shares from each other. Else why would their CEO pitch Kokai to traders across the globe, sales team not good enough? Ohh sorry, they made not so good hires but the product had no issues, rofl. Publishers need support and TTD or Yahoo wont be the one helping them, period. I am a publisher and want to see supply side platforms succeed. Take rates from SSPs have come down over the years, its not a problem as depicted but we don’t even know what DSPs are charging or bidding, they wont even respect our floor prices like GAM did for UPR, pretending its good for us. Hope this drama on champion of the open web ends and companies really focus on the open web. Else there wont be any open web left…. All of them need to get their act together and ask for committed proportion of spends on brand’s marketing spends. Work on better attribution and measurement to fight walled gardens. This can be done but they wont except building more walls to earn money on openpath or activate or clear line. Remember who started it, it was TTD Enough of the rant, both TTD and Magnite should be around $30 mark and pubmatic around $15, god knows what they are doing except launching new products every 3 months and now suing Google, seriously. That sounded desperate. Remember its not the one that makes noise but the one who’s actually doing the work succeeds at the end. OpenX isn’t that one though. I am rooting for the open web and these are the companies which can help it survive. But will they?

wattap

TTD trading at April lows (my bags are heavy)

joe4942

Chart of TTD is brutal lol.

Chicagosjuice

TTD: yeah I’m just going to do my own thing

wattap

About time for the TTD Trade Desk CEO to hit CNBC

Remarkable-Drive3503

TTD is a fucking programmatic OG. They were around the same time GOOGL and all were building out their ad business. I dont know why they fell out of favor. If you're in APP though...yes, you deserve to lose money. Fuckers are mooning for no fucking reason.

Aspanato

If you are into TTD you deserve to lose money

ArtisticFrame5790

My UNH gains are being offset by my TTD loses almost 1:1 last two days

19Doughboy98

In terms of the current valuation. TTD still a good company but MGNI still is valued at under $4B in terms of market cap.

JohnnyGoSka

Im down -25% on TTD and just lost my a$$ on an October call. But I still feel there's long term growth. Dont expect it to ever orcl overnight. But I believe it has been unfairly punished. Waiting for good support to lower my average alottle more but im still long on TTD.

SadWolverine24

Idk maybe? Unh, Lulu, TTD all fell more than reasonable. So why not Synopsys?

MorrisseysRubiksCube

I've been bagholding 1,000 shares of CHPT for a looong time. Selling today for tax loss harvesting. My inclination is to buy TTD shares on the current dip, rather than buying back CHPT in 31+ days (to avoid a wash sale). My thought process is TTD is likely to have a larger % recovery from current prices, and it will recover sooner than CHPT. I think CHPT will limp along, at best, until the 2028 election, if a Democrat gets in office and pushes EV infrastructure spending. If Newsome runs and wins, I think EV infrastructure spending is all but guaranteed. But that's 3-years from now.

WildEstablishment267

Whats your opinion on recent drop. Adtech market is soft I am hearing, thanks to tariffs. Does MGNI still have juice. Their recent aquisition is more of a good to have for now but not sure of real implications. This can def hurt Trade Desk as indy agencies and SMB business adopt the tech and pipe spends outside of TTD

ArtisticFrame5790

I was holding TTD which definitely brought mine down

Hungry-Brain-3287

WTF happened to $TTD yikes & damn!

Scooter-Pootin

I don't know much about TTD, but from what I understand of their financials, they're very cyclical. When it's an election year, their business booms. But they suffer during the non-election years.

FarrisAT

Doesn’t seem to directly impact TTD. They don’t compete in the same market

TimeToSellNVDA

> Do you think TTD has a clear path toward price appreciation given their current leadership and strategy I personally do not think so. Not without a big change. My initial thesis was actually one where an activist investor would come in and force changes or pressure the CEO out. I heard commentary from someone better than me about acquisition target, and I trust them more than me. So activist investor or acquisition basically. I think the problem is not the product or the problem space / market. It's the management and their ability to scale it to the next level. Watch out for changes in the management and/or the ability of new management to bring it to the next level.

No-Improvement3164

And TTD

PinPsychological82

I really appreciate your comment! While I don’t personally like to invest based on speculations like M&A, your comment is really informative and a great read. Do you think TTD has a clear path toward price appreciation given their current leadership and strategy? I’m just trying to piece together why they have had such a rapid drop then rise then drop again when the thesis feels the same overall

xlmtothemoon

ok i might buy TTD soon this is crazy

ThinkingOfTheOldDays

AMZN announced an ad deal with NFLX, TTD is toast

wattap

Getting ass blasted on my TTD position I bought post earnings

Bodie_Broadus_

I'm not sure who had a worse day Charlie Kirk or TTD.

TimeToSellNVDA

So, I have been following TTD for a while now and even more especially since their downturn. I think they are a prime target for acquisition. Keep in mind - I am an outsider. They actually have a *fantastic* product, people who work on programmatic advertising for their livelihood actually like the *product* even though they have started getting increased returns on platforms like Amazon. Finally, I haven't listened to their CEO much, but from what little I've listened, I don't like him much. I know they have been bringing some new executives into the company, hopefully they are better at scaling than he has been. So what are you going to do now: - Great, gold standard product. Top of the line really. - Lower returns in recent past (not in their control) - CEO failing to scale business (should be increasing sticky partnerships, not letting them go) - Stock price dropping Here's what I *hope* happens: Stock price drops some more -> Company like Walmart Labs acquires them -> Let's them run as a standalone business but brings them as first class partners in their giant web of partners media and online and physical store footprint. Or like any other company. ----- keep in mind all of this speculative.

MorrisseysRubiksCube

Other than being down 53% from a year ago but still have a P/E of 56, what's wrong with TTD today?

DebtOk4461

Serious question, where is the floor on TTD? I don't need a retard saying zero either.

ComprehensiveKiwi489

I've done a lot of successful day / swing trades with TTD. Was lucky to NOT be holding it today though...Tempted to buy the dip, but my experience has taught me to be careful when a company's stock is down because their business model is threatened.

Bodie_Broadus_

Damn who did TTD hurt?

Melon-Usk-Taco

TTD wow wtf

Rambodeth_

TTD hitting liberation day numbers smh

shasta747

Anyone buying the TTD dip?

ItCouldBeSpam

Don't think I've ever seen as many red candles in a day as I've seen on TTD today. 😂

baconography

TTD = "time to die"

AAPLx4

What’s the story with TTD, are they dead

J-E-S-S-E-

TTD getting a shellacking

furrypurpledinosaur

$TTD drilling to the Earth's core but hey at least I don't own any $SNPS, it could have been worse lol.

ThinkingOfTheOldDays

amazon ad tech being added to nflx for in app purchases TTD is finished

Rambodeth_

TTD(ead)

Top-Fig845

TTD is just straight ass

Asleep-Strike4978

PSA: Yesterday, I sold CSP on TGT, UNHG, NVO, TTD, IBIT, and LDI. Do what you want with this info. Hint: NVO is down big within the day.

purposelycacophonic

I'm doing multiples of that, but this is my first time attempting this strategy so don't just copy without doing your own research. Biggest bet I have is long Bitcoin short MSTR. Long TTD short APP. Short Boeing long Lockheed Martin. Short W LONG SHOP Short AAPL and META long Google and AMZN. I was looking for a good bet in healthcare, since I hold REGN and NVO, but couldn't find a company to bet against, and I think healthcare is undervalued.

Barlored

Wild that chat seems to think horrible jobs and inflation rising is bullish. I can't wait for earnings season and reality. 25bp or 50bp won't stop shit like TTD from occurring (only company with nuts enough to say tariff during their last earnings call).

MenaceTheAK

$TTD, however...

Tigulla_SRT24

I wish Amazon and TTD do some shit and make the stock fly so i can free up my money…

IRON_CONDOR_Praguer

its not a bad idea. Its not the worst idea ive seen here. However, there is a sea of "ifs". Selling puts during earnings is a great way to own companies you want to own at a larger discount (elevated IV means elevated premium). How you strategize your move is up to you. Why is it a bad idea? You only need one bad move to wipe out your profits of the last X period (think Nike some months ago or TTD tanking 40% recently AGAIN). If i can give you some advice, sell puts far out of the money AND far in time. If its a speculative move you can increase your delta and, ideally, add a cheap long put in the nearest expiry as hedge. Long near-dated, short far-dated. Or vertical spreads.

Rambodeth_

Geez TTD is ass

imcguyver

TTD (the trade desk)

ArtisticFrame5790

And TTD

gatovision

HOOD is fine i guess but Adding APP on 30xs sales $165B mcap, so dumb. It’s gonna be the next SMCI / TTD. META can completely crumble their biz.

WSBNon-Believer

TTD with the easy flip

IndependentWorry6996

Stocks I sold puts on recently: LULU, CRWV, TTD. Can’t make this shit up

AAPLx4

My wife is laughing at my trading decisions. Just because I was bullish through both TTD and LULU earnings, doesn’t mean I am a clown 😤

Dangerous-Share637

I think AVGO’s gonna pull a TTD

DrSeuss1020

I do like TTD long term for a bounce back but wasn’t the one

onlywhileipoop

It's TTD. The secret play. I knew it was gonna tank and missed the boat. Would've been a game changer. Def gonna set up some leap calls.

Otherwise_Tennis2862

TTD?

Efficient-Big-1848

Got in big the the TTD dip today. Couldn't resist.

SpliTTMark

Buying the dip in TTD still?

Asleep-Strike4978

So far up 12k. Sold CSP on UNH, CNC, and TTD. XLV and IWM up nicely.

80milesbad

I’ve got TTD put calls at $50 expiring on same day

Normal-Phase-1252

TTD, TSLA, ADBE, FIG all losing to GOOG

Paul_Robert_

So, when TTD had a massive dump, some dude posted their loss on $90 calls. I then thought "hold on, if OP is down 90%, then on the rare chance he breaks even, these would be 10x baggers". So, I bought a single call, and today that call is up 20% 💀

djfauxfox

TTD all the way to the moon

semeesee

My new strategy is to pick good companies that are down significantly but currently trading flat like crwv, root, even ibkr. sell (write) puts for weekly/monthly. IV is usually pretty amped because of the recent downtrend. You can do over 100% return per year this way, assuming you can find stocks that fit the bill for each week/month. My best example right now is ROOT. I sold a 90 strike put for $550 friday 28d. 9000 locked up earning 6.1% for that month. compound that return monthly comes in at about 106% for the year. I've done it for TTD, OPEN (today 4 strike). To add to it, if the stock price rises after you write the put, you can buy a put at a lower strike (85 for example with root) dirt cheap as a hedge. this is basically a put credit spread i think. Or if the stock price rises a bunch just buy your original put back to close it early. Worst case you end up with shares below your break even point (i.e. if root is 84.5 or less when my put expires). Haven't run into that yet, but, since i liked the stock in the first place, I'd try not to be too upset.

solariac

r/ValueInvesting is just a bunch of WSB users in disguise who use P/E as the sole metric for buying a stock, and who only buy garbage like NVO TTD and gyna stocks

IndependentWorry6996

Sold puts on MDB. Previously did this on TTD and CRWV so psa

WildEstablishment267

Mgni is coming back strong, after TTD’s missteps. Currently among the only stock growing in Adtech. Fed rate cus mid sept and google anti trust remedies might fuel up things. This can easily cross in Q4

Mother-Amphibian1049

# Considering 1:2 credit spread on TTD I am considering buy one $50 call 01162026 (about $8.8 right now) and sell two $60 call the same date ($4.75). Hope this combination could recover at least some of my loss. Bought some shares several months ago when it was at 80s Any suggestions? Please.

Fancy_Cattle_5914

Spreading $10k on lotto leaps for $TTD, $VKTX, $UUUU

noveljungle

SMCI pls. TTD pls.

delatopia

https://preview.redd.it/hknzqzeu2qkf1.jpeg?width=1170&format=pjpg&auto=webp&s=e1fbb934cbdb0ac624ecec1bc66a3ff1e3c6c47c I’m a home run hitter. The four big climbs on this chart are PLTR shares, TTD calls, TMO calls and FTNT puts. I didn’t add up the gains on those four trades but I’m sure those have accounted for more than my total 571k profits and everything else was net negative. But PLTR was def an all-in (safer with shares than calls, but wish I’d figured out how to buy options by then, or known that PTIR and PTLL existed). It feels good to be able to swing for the fences with just a fraction of the portfolio.

squintamongdablind

I had a small position but sold it off before earnings (talk about timing). My thesis was that several of TTD’s customers (like WMT) are direct competitors of Amazon and therefore unlikely to share their data. But they could use the threat of jumping ship to bargain with TTD on pricing (exactly what WMT did). So, TTD now has to figure out how to defend its market share while also making efficiency improvements to increase revenue. Their proprietary AI solutions like Kokai seem to be working well but it’s unclear if they’re enough to move the needle on the stock price.

Boston-Bets

LOLROTF. \*PE\* matters, unless your an amazing growth, monopolistic play like PLTR, and even there, at some point, PE matters (hence the drop from $180 to $150).... TTD isnt PLTR....

VegetableResource204

Even a small rate cut can be a big deal for ad businesses like TTD. Lower rates reduce borrowing costs for companies, which makes them more confident about growth and more willing to spend on marketing. Every extra dollar that goes into advertising feeds directly into platforms like The Trade Desk, and because programmatic ad spend is highly scalable, even modest increases in budgets can drive outsized revenue growth. So a 1% cut isn’t just numbers—it can ripple through the whole ad ecosystem.

Boston-Bets

We're going to go from 4.5% to maybe 3.5% over the course of 6-18 months, starting in September. There's nothing urgent that's going to happen, that's going to magically boost TTD growth rate by EOY/early '26 I'll keep an eye on it, but right now there's BETTER places to invest with rate cuts coming, like housing related stocks like RKT and COOP

VegetableResource204

Even after this drop, TTD’s P/E still looks high compared to the market, but that’s kind of the point—it’s always traded rich because of growth. Right now, forward P/E is around 50x, which sounds insane until you realize this stock has lived at 150x+ in the past. The reason? The model is capital-light, margins are strong, retention is near-perfect, and revenue is still growing double digits even in a choppy ad market. Investors are basically paying up for a business that can scale without massive cost bloat, with AI (Kokai) and retail media tailwinds likely to kick revenue back into gear. If you think the slowdown is temporary, this valuation starts to make sense—especially now that the multiple has compressed more than 60% from its historical norm. The premium isn’t for where TTD is today, it’s for where it can be when the ad market rebounds and programmatic keeps eating traditional media.

Game3k

$TTD can only go up from here! Fwd P/E is ridiculously cheap TTD 🚀

delatopia

Not specifically politicians, but I make some trades based on activity suggested by Unusual Option Activity and CheddarFlow on YouTube. I hit for big gains on TTD and TMO calls and FTNT puts. Not everything hits, but they seem to have a good record, as there are always going to be people in the know who betray their knowledge with their big bets on calls or puts. Each of those trades was worth six figures to me. TTD: [https://youtu.be/itoUlgDyYF4?si=SKjDtrir56x3BXKd](https://youtu.be/itoUlgDyYF4?si=SKjDtrir56x3BXKd) FTNT: [https://youtu.be/Byu2tSBmK2o?si=t1xR50076F5dyvtn](https://youtu.be/Byu2tSBmK2o?si=t1xR50076F5dyvtn)

J-E-S-S-E-

WMT online sales grows 40%….LONG TTD

904Funk

BULL is killing me TTD is killing me BLMN is saving me what in the Bizzarro World is going on