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21:00
Aug 06 ◎
Nate Olmstead TTD Q2 FY26 call
TTD's own infrastructure cost base is rising as it builds out owned data centers, moving workloads off public cloud, hinting at reduced spending with hyperscalers for this segment. — This shift signals a potential loss of a large, high-margin cloud customer for Amazon, Microsoft, and Google, while TTD sees operating leverage improve in the long run.
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About MSFT Analyst Coverage

Buzzberg tracks MSFT (Microsoft Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Nate Olmstead.