Amazon is mentioned as a significant competitive threat to The Trade Desk, creating a fearful environment for TTD.
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Is This a 90% Discount or a Ticking Time Bomb?
Sep 9, 2026
The creator discusses The Trade Desk's (TTD) recent revenue growth slowdown, with only 3% growth in the last quarter and a projected decline in Q3. This is attributed to competition from Amazon's lower-cost advertising model and a general customer hesitancy. Despite the challenges, TTD has seen a significant improvement in operating margins and returns on invested capital following restructuring efforts. The creator questions whether the stock's 80% decline is a discount or a risk, highlighting the potential threat to TTD's pricing power.
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The Trade Desk's revenue growth has slowed significantly, and while the stock has fallen over 80%, its improved profitability and restructuring efforts warrant a closer look.
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