- Many good news have come for 
TTD in the last 2 weeks and one of that is Judge ruling against Google Ad business which might lead to relaxed rules by Google which will help other advertisers expand their TAM
- Netflix ads should allow DSPs likeTTD to get more investment dollars flowing through their platform.
- EPS is growing massively in FY 2027/2028.
- I'm not sure if we could get all time high before 2027 but firmly believeTTD should test 200 weekly SMA.
TTD in the last 2 weeks and one of that is Judge ruling against Google Ad business which might lead to relaxed rules by Google which will help other advertisers expand their TAM- Netflix ads should allow DSPs like
TTD to get more investment dollars flowing through their platform. - EPS is growing massively in FY 2027/2028.
- I'm not sure if we could get all time high before 2027 but firmly believe
TTD should test 200 weekly SMA.Anmerkung
I have attached the link when I warned investor to avoid the falling knife. Thanks to trump tariff fears which shook out many investors and multiple seems reasonable on this name to go long!Anmerkung
Wild move up on any positive news in the earnings. Depressed multiple, mauled stock and solid growth in the past and in the future.Anmerkung
Solid earnings! Beat & Raise Anmerkung
Trimming half of the position @ 78Trade geschlossen: Stop wurde erreicht
- Selling rest of the shares @79.xx - My average was ~ $56. Decided to sell for 40% profit in couple of months. I will consider adding if it closes the earning gap below.
Anmerkung
Thanks TTD for 40% gains in a couple of months Anmerkung
I'm taking profits and moving to $NYSE:SEMR which is mispriced for the growth and growing Agentic AI tailwinds I see in the industry. It has potential of 2-3x in less than 3 years.
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