Trade Desk (TTD)

They face competition from Amazon. He needs to see a couple of good quarters first. But you could try it at the current $22.

Fell 20%. Shares were hammered after they hired the CEO after only 5 months. It's already struggling with AI.

Are struggling to adapt to the AI era. One of the worst performers last year. Is -20% this year already. Nothing to do with earnings. They fired their CEO after only five months.

The S&P's worst performer in 2025 at -67.7%, as it struggles to adapt to AI and faces competition from richer companies like Amazon. They had a bad rollout on their own AI offering.

Down 46%. You can't go up against Amazon.

Is -10% in one week. The CEO, in the conference call, said he was disappointed in himself and isn't clear how much things have really changed and if they will change. Wait another quarter before deciding.

He expects 33% free cash flow growth in the next 3 years. Are in the sweet spot for ad tech.

Just bought more. Meta and GOOG have dominated digital ad spending, but connected TV is now seeing more of that spend. TTD sits in the middle of this huge secular trend. They use AI well to help place those ads. You can buy it here for an impending breakout. But it's volatile.

Reported a beat and was upgraded today and shares are popping 18% and rebounding from last November's earnings debacle. Were concerns over the video ad market, and the outlook was not confident.

Trades at a high 53x PE, which the market doesn't like. You can buy it, but you'll likely hold this for a long time before it makes money,w

Good company, but the stock is rich and the market is intolerant towards that. Buy some now and wait to see if it goes lower.

Tomorrow they launch something major, a new media buying platform using AI, could be a game changer. TTD shares are up 70% YTD.