
"For me, the Trade Desk, TTD, is what's jumped to the top of my watch list lately. ... It was really a tough comp ... though fears about Amazon stealing its market share are ridiculously overblown."
The speaker highlights Trade Desk (TTD) as a stock worth watching, noting that despite a post-earnings plunge and trading significantly lower than its 52-week high, the market concerns (such as competition from Amazon) appear exaggerated. This commentary implies a potential rebound opportunity for TTD.
Navigating the Housing Market’s Mixed Signals
September 25, 2025
Company Opinion