The author urges aggressive buying of The Trade Desk, arguing it is deeply discounted with a margin of safety ahead of political campaign-driven earnings upside.
TTD — LONG The author argues Trade Desk is deeply discounted at $35 after a 70% drop, with negative sentiment and a margin of safety. He expects sentiment to reverse and earnings upside to resume in political campaign years, particularly midterms, compressing the forward P/E from 18 to 12-13 over two strong earnings quarters. He also notes TTD could implement its own AI system.
If you take a gander at every time Trade Desk has massive earnings surprises to the upside it’s on political campaign years.
This Reddit post, published January 20, 2026, features u/Historical_Flow3890 discussing TTD. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Historical_Flow3890 · Tickers: TTD