Trade Desk: 39% Crash Just Created The Most Asymmetric Opportunity In AdTech
Summary
Trade Desk's 39% post-earnings selloff is a market overreaction, creating a highly attractive risk/reward entry for a do...
Trade Desk's 39% post-earnings selloff is a market overreaction, creating a highly attractive risk/reward entry for a dominant AdTech growth leader. Kokai, Trade Desk's new AI platform, is driving major performance improvements and accelerating client spend, supporting a strong long-term growth thesis. Secular tailwinds in Connected TV and Trade Desk's open internet strategy position it to capture significant market share as TV ad dollars shift to streaming.