Long on $TTD ; It should test 75-80 range

25 apr

- Many good news have come for TTD in the last 2 weeks and one of that is Judge ruling against Google Ad business which might lead to relaxed rules by Google which will help other advertisers expand their TAM

- Netflix ads should allow DSPs like TTD to get more investment dollars flowing through their platform.

- EPS is growing massively in FY 2027/2028.

- I'm not sure if we could get all time high before 2027 but firmly believe TTD should test 200 weekly SMA.

25 apr

Nota

I have attached the link when I warned investor to avoid the falling knife. Thanks to trump tariff fears which shook out many investors and multiple seems reasonable on this name to go long!

5 mag

Nota

Wild move up on any positive news in the earnings. Depressed multiple, mauled stock and solid growth in the past and in the future.

8 mag

Nota

Solid earnings! Beat & Raise

12 mag

Nota

Trimming half of the position @ 78

12 mag

Trade chiuso: stop raggiunto

- Selling rest of the shares @79.xx
- My average was ~ $56. Decided to sell for 40% profit in couple of months. I will consider adding if it closes the earning gap below.

12 mag

Nota

Thanks TTD for 40% gains in a couple of months

23 lug

Nota

I'm taking profits and moving to SEMR which is mispriced for the growth and growing Agentic AI tailwinds I see in the industry. It has potential of 2-3x in less than 3 years.