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Wasteland Capital @ecommerceshares · May 8

$TTD Revenue growth has decelerated every single quarter for the past year (25% -> 19% -> 18% -> 14% -> 12%). Q2 guide implies +8% YoY growth.

Meanwhile, costs are EXPLODING.

Deflating Ponzis are the worst. This sh*t was at 30x (!) revenue 18 months ago!

Stay safe, folks…

$TTD

RonnieV @TheRonnieVShow · May 7

$TTD JUST CONFIRMED $ZETA IS STEALING MARKET SHARE AND YOUR BEARISH?

The Kobeissi Letter: BREAKING: The Trade Desk, $TTD, falls over -20% after posting weaker than expected earnings.

The stock is now down -85% since December 2024 in a historic corporate collapse.

$TTD $ZETA

華爾街分析猿 @WSTAnalystApe · May 4

亞馬遜終於開始 monetize 它最被低估的資產——物流網絡
就像當年把內部 IT 基礎設施開放成 AWS 一樣，今天亞馬遜宣布把 80,000 輛拖車、24,000 個貨櫃、超過 100 架飛機開放給外部企業使用。

競爭對手股價聞訊暴跌，恐慌是合理的。
因為亞馬遜的物流已經把配送速度推到「1 小時」這種近乎瘋狂的標準。

那為什麼要把其電商的「最強武器」開放給第三方？
邏輯很清楚：讓外部企業用你的物流網絡 → 提高市佔和服務密度 → 單位成本下降 → 閃送能力更強 → 競爭對手沒錢追上。

但問題來了：把祕密武器賣給 Shopify/eBay，不是在養肥敵人嗎？
魔鬼在細節。亞馬遜開放的是 2-5 天送貨，最強的護城河 —— 1-3 小時都市閃送，不在開放清單裡。

本猿一直在等亞馬遜在 AI 時代貨幣化它用 30 年建立的實體資產——不只是雲端。
當物流快到沒有對手能複製，電商體驗就變成了 AI 時代最難打破的護城河：就連競爭對手的 AI 助理，最終也只能建議用戶去亞馬遜買東西！

華爾街分析猿: 亞馬遜的「恐懼指數」再度發威 🔥

$AMZN 利用龐大的零售業務帶來的獨家購物數據優勢，以僅為市價 1/7 的抽成打造程式化廣告平台，正正瞄準 The Trade Desk 的飯碗。

結果 $TTD 股價 5 天內暴跌逾 40%，全年累跌近 60%。

$AMZN $TTD

RonnieV @TheRonnieVShow · Feb 26

$ZETA > $TTD

Wealthmatica: Investors choosing to buy $TTD over $ZETA today…

That’s the equivalent of buying $AI over $PLTR in 2022.

$AI $PLTR $TTD $ZETA

TacticzHazel @TacticzH · Feb 24

Watch this if you are investing in:

- SaaS companies
- Holding companies
- $NVO
- $HIMS
- $DUOL
- $SE
- $PME
- $FICO
- $WIX
- $TEAM
- $TTD
- $FUBO
- $INTU

$DUOL $FICO $FUBO $HIMS $INTU $NVO $PME $SE $TEAM $TTD $WIX

RonnieV @TheRonnieVShow · Feb 22

$TTD - This stock is back to 2020 prices.

I don't believe in the company and would avoid this stock.

Much better opportunities for trades and investments.

If you must then wait for the "Bull Trigger".

$TTD

RonnieV @TheRonnieVShow · Feb 16

🚨 30+ Charts Dropped for Subs This Weekend! 🚨

Here are the tickers that were analyzed:
$ONDS $IREN $UAMY $MOS $CEG $NVO $EOSE $CIFR $TE $TTD $XYZ $IWM $NOW $ASTS $SMR $INMD $OKLO $UBER $BABA $QQQ $AMZN $TAC $NBIS $ZETA $PLTR $ROKU $SPOT $TSLA $COIN $SOFI $HOOD $MBLY $NAK $PANW $FSLY

Some nice A+ setups heading into this week as well...

$AMZN $ASTS $BABA $CEG $CIFR $COIN $EOSE $FSLY $HOOD $INMD $IREN $IWM $MBLY $MOS $NAK $NBIS $NOW $NVO $OKLO $ONDS $PANW $PLTR $QQQ $ROKU $SMR $SOFI $SPOT $TAC $TE $TSLA $TTD $UAMY $UBER $XYZ $ZETA

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

Balder @Balder13946731 · Jan 30

软件末日

Investing visuals: Software drawdowns from 52-week highs:

• $FIG -78%
• $DUOL -74%
• $TTD -74%
• $TEAM -63%
• $NOW -50%
• $RBRK -42%
• $ZS -40%
• $CRM -39%
• $ADBE -36%
• $VEEV -32%

$ADBE $CRM $DUOL $FIG $NOW $RBRK $TEAM $TTD $VEEV $ZS

RonnieV @TheRonnieVShow · Jan 19

While others are panicking, we are dropping levels for X Subs based on requests…

Tickers dropped so far:
$APP $AMD $SE $ONDS $PATH
$CRWV $TTD $GRAB $VNET $IONQ

$AMD $APP $CRWV $GRAB $IONQ $ONDS $PATH $SE $TTD $VNET