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TTD
Forbes
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The Trade Desk: Buy The Dip In TTD Stock At $45?

1. TTD's stock dropped 12.5% amid Netflix-Amazon ad partnership news. 2. Stock down over 60% year-to-date, raising valuation concerns. 3. Revenue growth is 23.2%, operating margin at 17.7%. 4. Historical performance shows underperformance during market downturns. 5. Investors cautioned to reassess stock due to increasing competition.

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FAQ

Why Bearish?

The new competition from Netflix and Amazon diminishes TTD's market position, possibly worsening financials.

How important is it?

The competitive landscape shift affects TTD directly, making this a significant market-moving event.

Why Short Term?

Immediate pricing pressures expected due to inventory exclusivity loss and competition; however, long-term recovery potential exists.

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