We’re all caught up with Trump right now and nonsensical AI is going to replace Tradedesk.
Let’s be real, The Trade Desk is profitable and has many partners. Not one has dropped them but the stocks down 70 percent.
There might not be a good AI program for that ATM with real results and likely won’t have that until at least 2 years.
Consider TTD could also be the first to implement and adopt that technology when it works and is proven. Likely they’d just buy that company out.
The big note nobody is talking about is what happened in 2024? Elections and huge campaign spending from democrats and republicans who need the best marketing and will pay for it.
2026 is midterm guys, financials will never look better for TTD. They’re going to get more money than they even know what to do with.
Back at the end of Jan 2024 TTD bottomed and went up doubled.
Were half the price currently that we were even at the bottom in 2024 at 35$
I’m unbelievably bullish on Trade Desk
Trade Desk undeniable case for 2026
byu/Historical_Flow3890 instocks
Posted by Historical_Flow3890
2 Comments
Missed the big picture that the customers who control basically all of global ad spend in WPP, Dentsu, Omnicom, Havas, Publicis are all struggling and new privacy rules like cookieless threatening the underlying business model in favour of companies like innovid
You missed the whole argument why it went down and there’s new player in the market Amazon and it partnered with Netflix.