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Why I Sold This Underperforming Growth Stock

The creator discusses selling a portion of their stake in The Trade Desk (TTD) due to significant underperformance and a dramatic drop in revenue and future expectations, largely attributed to competition from Amazon. Despite the stock's current cheap valuation, the creator is considering selling the remaining shares to harvest tax losses, though they acknowledge the potential for the company to regain growth momentum in the long term.

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TTDBearishHigh ConvictionSignal-backedPrimary

The creator sold a third of their TTD shares at a significant loss and is considering selling the rest due to declining revenue and bleak future expectations, despite a cheap valuation.

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Tracked calls opened from this post

TTD
sell opened Sep 26, 2026
+2.94%