$TTD

@aleabitoredditApr 20, 2026 · 6:33 PM

Can you believe $TTD was once $139 not too long ago? Think the short-term ChatGPT monetization angle is undervalued given they’re moving to ads. I do have short term positions at $22 as a potential mean reversion the bottom, but this is not high conviction by any means. https://t.co/7VMfVACrrl

@aleabitoredditApr 19, 2026 · 11:19 PM

@TD_btc24 Stuff like $TTD at $22 is compelling, probably 40-50% upside back to low 30's.. Same with $HIMS at $28, I can see mean reversion to $40. And $RDDT at $163, went long around $140, posted some thesis on the way down to $125, but glad it's recovered a bit. Could probably chop a bit but I do see it recovering to $200+ in better macro.

@aleabitoredditMar 25, 2026 · 12:12 PM

@HAkbarnataj $TTD and $RDDT are good recovery longs. However feels like markets just don’t care about software companies growing 20-50% Y/Y anymore?

@kaizen_investorMar 24, 2026 · 4:50 PM

@Stocksalute @finviz_com $TTD as well

@kaizen_investorMar 17, 2026 · 9:20 PM

@StockSavvyShay $TTD on there way to new lows… Sad to see.

@jerrycapMar 7, 2026 · 1:32 AM

Why I spent $150M on my own company??? $TTD https://t.co/xCQRmeKf0H

@kaizen_investorFeb 26, 2026 · 6:01 AM

@Stocksalute Happy I sold $TTD 😅

@kaizen_investorFeb 25, 2026 · 9:58 PM

@martyyyn_s Sudden departure of the CFO gets investors even more scared. Forecast wasn’t superb either. It will be a difficult comeback for $TTD

@kaizen_investorFeb 25, 2026 · 9:18 PM

Despite beating Q4 expectations with $847M in revenue, $TTD plunged 15%. The market is spooked by slowing growth with revenue grew 14% year-over-year, dropping from 22% last year. Investors are also sweating over intensifying competition from $AMZN and new AI ad tools, compounded by leadership instability like a recent sudden CFO resignation. To project confidence, TTD authorized another $350M for share buybacks and is leaning into its Connected TV dominance. However, with a soft Q1 2026 guidance of $678M, Wall Street wants proof TTD can reignite its once-explosive growth.