Why SaaS stocks will crash hard and TTD will be the first to go to 0
u/PossibleLack835 ·
Reddit — r/wallstreetbets
· April 08, 2026 at 21:35
· ⬆ 24 pts
· 💬 72 comments
| View on Reddit ↗
AI Summary
Summary
The post is a hyper-bearish thesis claiming AI ("vibe coding") will make all SaaS companies obsolete, with The Trade Desk (TTD) as the primary target.
The author lists specific alleged catalysts for TTD's decline: client audits, potential SEC investigation, executive departures, and AI disintermediating its ad tech platform.
Quality assessment: Speculation/Noise. The arguments are extreme, lack verifiable data, and rely on hyperbolic predictions (e.g., "TTD will go to 0"). The trade structure (384 naked short calls) is exceptionally high-risk and reckless.
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SaaS stocks will become obsolete with the introduction of AI. TTD will be the first victim of AI, followed by MICROSLOP, ADBE, FIG, CRM, NOW, TEAM, SNOW, ORCL, NVO, INTU etc etc...
In particular TTD has several catalysts upcoming that could knock this stock down to bankrupcy:
1. Audits from Publicis and Omnicom: the audits allegedly found improper fee applications, including cases where clients were opted into paid features without explicit consent. GUILTY -15% on stock price
2. CEO bought 150M in stock right before rumors of OpenAI advertising deal started circulating. SEC will be knocking on the door anytime now -10% on stock price
3. Upper management are exiting in droves: The CFO was fired, CMO and SVP all recently left the company. They know this company is done for -10% on stock price
4. Vibe coding has made SWE much much easier, it will become a commodity in the future. What used to take 10 people will now take only 1 person to do. This will make all SaaS that charge per seat revenue drop by up to 90%!! -35% stock price
5. Companies like OpenAI don't need TTD for advertising, they can just vibe code their own TTD and use it for free! This will cause a sell the rumor event in which TTD drops -25%
For all these reasons, I am shorting naked calls on TTD. DEATH TO ALL SAAS STOCKS YOU WON'T BE MISSED AND SAY HELLO TO AI MADE SOFTWARE
Position: 384 short naked $30 TTD calls exp Jun 18
Author alleges TTD faces multiple near-term crises: audit findings, insider trading concerns, management exodus, and existential threat from AI-driven software creation. These factors are predicted to cause a severe, rapid decline in TTD's stock price, making short-dated out-of-the-money short calls profitable. Author is executing a high-leverage, high-risk bearish bet via 384 short naked $30 calls expiring June 18, 2026. The AI-disruption thesis is unproven and long-term; allegations may be unsubstantiated; TTD's business may prove resilient; a short squeeze or positive news could cause massive, unlimited losses on naked short calls.
This Reddit post, published April 08, 2026,
features u/PossibleLack835
discussing TTD.
1 trade idea extracted by AI with direction and confidence scoring.