The Trade Desk (TTD) is absolutely tanking wow.

u/mattyp93 · Reddit — r/ValueInvesting · August 10, 2026 at 13:52 · ⬆ 15 pts · 💬 31 comments  | View on Reddit ↗
AI Summary

Summary

  • Post discusses The Trade Desk (TTD) crashing despite being on the author’s watchlist for a long time.
  • Author sees competitive risks and no real moat, but notes TTD is now the cheapest stock on his list and that the CEO bought roughly $150M of stock.
  • Author prefers GOOG or RDDT for advertising exposure over TTD.

Quality assessment: Speculative and qualitative; not deep DD, but it does reference insider buying and structural competitive concerns.

Score 15
Comments 31
Upvote % 83%
Ideas
u/mattyp93 Reddit r/ValueInvesting
Author cites no real moat and competitive risks despite the stock tanking. Weak ad-tech moat leaves TTD exposed to larger competitors. Avoid TTD unless competitive position improves. CEO’s $150M insider purchase and cheap valuation could signal a bottom.
TTD MED
u/mattyp93 Reddit r/ValueInvesting
Author explicitly prefers buying GOOG over TTD for advertising. GOOG has superior scale, data, and distribution advantages. GOOG is the stronger advertising business to own. Regulatory pressure and AI search competition could hurt GOOG.
GOOG LOW
u/mattyp93 Reddit r/ValueInvesting
Author explicitly prefers RDDT over TTD for advertising. Reddit’s unique communities offer growing ad inventory. RDDT is a preferred alternative ad business. Ad concentration and platform execution risks remain.
RDDT LOW
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This Reddit post, published August 10, 2026, features u/mattyp93 discussing TTD, GOOG, RDDT. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/mattyp93  · Tickers: TTD, GOOG, RDDT