TTD Trade Desk Inc

$TTD This is where you load. I had loaded $U also exactly at these levels, when it was $16-17. (And then sold the top several times - now holding). Same with $HOOD, and previously $META. The sentiment is super low. This will turnaround really bad, more aggressively than $U, given all the short interest. Shorts are about to get f..ed real good!

$TTD That 3-5-10 million in revenue shortfall puts them at a risk of negative GAAP EPS in their Q3 earnings. Current estimates are .04-.05 GAAP EPS. Could also shave off the same from the Adjusted EBITDA. Unless they find revenue and or savings elsewhere their SBC and fixed costs will present a headwind for their earnings. I think that Apple new caused this continued negative sentiment in the stock (along with other factors). Their own guide of 160M adjusted EBITDA is causing all the angst. Given their SBC/Fixed cost, taxes and interest income working backwards on any revenue headwind puts the Q3 GAAP earnings in the negative territory. Just hope they low balled that guide.

$TTD I checked TTD insider trades. In July, CFO Olmstead Nathan bought $13.5m worth shares. In August 15 all insiders except CEO sold less than 1m worth shares...not significant but CFO didn't buy or sell. In September around $25M worth shares were bought by insiders. Among the September trade, CFO Olmstead Nathan bought around $10.8m worth shares...no insiders sold shares.

$TTD Not going to happen, they are more concerned about their comp packages than actually running a legitimate business. Jeff should be fired for his lack of leadership.

$TTD need some statement from management over the weekend about Apple policy and impact and alternatives.

$TTD Should I sell this shit stock or is there any chance of recovery someday? Should have asked this 6mo ago. Fack my life

$TTD over 100 million shares sold short. 100 Million and one positive news and this will fly.

$TTD Safari issue is a technical glitch: Apple’s privacy blocklist caught its ad-delivery domain, and WebKit is investigating. There’s no confirmed fallout between Apple and The Trade Desk. The block is real; claims of a corporate feud are speculation.

$TTD Lots of terrible news. The fallout from the Apple drama is hard to quantify, some estimates say 5-8% of their revenue. This is on 'top' of their revised revenue for Q3. The impact from Apple will be in Q4. It remains unclear whether Google's adserver is impacted - could be that TTD was a victim of its on doing (using one domain for serving and tracking). However if adserving for Google is not blocked, TTD might have an argument or even sue Apple. The saga continues.........

$TTD I wish I had moved my money in Smci or GTLb when those were at 18s and TTD was at $24

I have 100K of new money to invest into a casino play. Want to buy shares. Which one of these dogs do we think will increase by end of year and why? $TTD $HTZ $NFLX $NVTS $RBLX

$TTD I sold at 35 and was angry with myself for losing 2k. In hindsight I was lucky to only loose that little

$TTD has the money and resources. Deploy at least 50% of available cash and investments to buy back and retire 15% of outstanding shares. Then let’s see if this stock still trades below $30. ENOUGH BS. Time to act—or explain why shareholders shouldn’t suspect a scam.

$TTD Lots of talk on twitter about the Safari 27 change to tracking in serving. Apparently TTD (which includes UID2) got included and is now fully blocked from ad serving. Both, their ad serving and tracking is running off the same same domain. The writing is on the wall.

$TTD You what? Poor short, still begging for the stock to drop like a crackhead outside Tesco. Lmao.

$TTD This is probably the toughest quarter they face in quite some time - hopefully they have a seasoned CFO

$TTD I was wrong… I thought $15 was going to be the bottom. Now -60% since March. $11 now and technical analysis does not seem to indicate any reasonable bottom. Towels thrown. No need to pray. Keep loading. One day this stock’s PA behavior may change. May be a long ride till you see the light. No jokes aside, there is evidence that 99% of shareholders are bagholders

$TTD One small announcement, and shorts will stepping on each other to cover. I see there’s a huge short interest here and they’re a bit too comfortable with their positions. Getting close to the time!

$TTD noone wants to buy a company that ceo doesnt even care!! its been falling for 2 years and havent done shit to fix it!

$TTD 83 million shares have been sold short—meaning nearly a third of the company was sold by people who didn't actually own the stock. They want you to lose hope so they can profit and cover their positions, but don't give up; hold firm and buy more. They are banking on your surrender, so stay strong and be patient—relief and prosperity come with patience.