TTD - The Trade Desk Inc.

Host says he used to be interested in Trade Desk but now focuses on companies that own the end user. Not a current focus.

TTD looks statistically cheap with a low price-to-free-cash-flow multiple and host's model suggests material upside if the recent growth stumble is temporary. However, competition from Amazon and Google plus an admitted product misstep create meaningful risk; the host notes it is not an automatic buy and requires further research.

Down about 90% from 2024 peak but showing momentum reversal; continuation today keeps it on watch for upside breakouts. High risk/reward.

TTD is down roughly 90% from its 2024 peak and is seen as a higher-risk, higher-reward momentum play. It rallied after the news that 22 states joined the FTC suit against Amazon's ad practices. Hosts think momentum could continue in the short term.

Brad cites a painful losing experience in Trade Desk after a growth scare; this has made him cautious on the entire adtech/point-solution space.

Reports after hours; keep on radar for earnings reaction.

Wedge pattern, potential breakout confirmation.

Host describes a 'true meltdown' at TTD — CFO stepped down, new CFO left after 5 months, CRO left after 13 years, new CRO left after 7 months, CMO and senior communications executives departed, and four board members all left in 2025-2026. He sold his position and is staying fully away.

Host abandoned this stock almost immediately in his stock draft. Collapsed from $141 to $19. CRO joined 7 months ago and already departed. Chief revenue officer left after just 7 months. Host calls it a 'dead company' and his worst stock draft pick.

Double bottom at $20 per share. Traders rotating out of overpriced chip and memory stocks into beaten-down software companies. Good risk-reward for a snipe, potentially using long-dated calls or LEAPS.