Author argues The Trade Desk is a falling knife and prefers Amazon as a comparatively better investment.
TTD — AVOID Author is bearish on The Trade Desk, citing three CFO changes in a year, management reluctance to explain them, and potential client losses to AWS, which charges 5% operating fees versus TTD's 15-20%. The author also argues TTD remains expensive versus Amazon, which trades at a similar P/E but is more diversified, and notes the CEO has not bought shares after an 80% stock decline. The stated risk is that the CFO turnover signals incompetence, fraud, or bad luck, while no time horizon is given.
So why am I Bearish on TTD? It comes down to belief
This Reddit post, published February 02, 2026, features u/Historical_Flow3890 discussing TTD. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Historical_Flow3890 · Tickers: TTD