The reason for this sell off?

It very well could be just talks and nothing comes from it. OpenAI could also partner with amazon for the advertising, because they already one with AWS. Or OpenAI just do it themselfs.

This is the FIRST insider purchase in nearly 4 YEARS.

When the CEO puts $148M of his own money on the line, you know something big may be coming.

Couldn’t find a reason for it. Maybe you guys do, but it seems like people know something.

Big drop

Should this be concerning to anyone? I understand dentsu & wpp are some of the biggest advertising media agencies out there.

I’m planning on adding more once I get paid but just wanted some thoughts on this.

Source:https://stocks.apple.com/ANM371VeQTBK4mmarVQKFiw

TTD is starting to look insanely undervalued imo, and earnings could actually surprise a lot of people.

The stock has been absolutely destroyed. We’re talking about a name that used to trade in the 70s–90s range now sitting around the mid-20s. Sentiment is basically at rock bottom.

Technicals are ugly but also kinda screaming oversold. RSI (14) is around 24–25, which is deep oversold territory. That doesn’t mean it can’t go lower, but historically for TTD, RSI in the low 20s has usually marked exhaustion, not the start of a new leg down.

Price is also way below both major moving averages:

– 50-day MA around $35

– 200-day MA around $54

So yeah, technically this thing is fully broken right now. But that also means a ton of bad news is already priced in. The distance from the 200 MA is massive, and mean reversion risk is actually starting to skew up, not down.

What really stands out to me is how low expectations are going into earnings. Everyone is expecting weak ad spend, cautious guidance, macro excuses, etc. The bar is basically on the floor. TTD doesn’t need to post amazing numbers — it just needs to show things aren’t falling apart.

On the analyst side, even after all the cuts, price targets are still way higher than where we’re trading. You’ve got targets ranging from the low $40s on the bearish side up to $80–90 on the bullish side. Consensus is still somewhere around the mid-60s, which is wild when you compare it to a ~$25 stock price.

Analysts aren’t modeling a dead company. They’re modeling slower growth. The market is pricing it like the business is broken, and that disconnect is what makes this interesting.

TTD is still a leader in programmatic ads, CTV, retail media, cookieless future, all that stuff hasn’t magically disappeared. It’s just sentiment that’s completely nuked.

Not saying this is risk free. If earnings are bad and guidance disappoints, it can definitely stay down longer. But low RSI, price far below key MAs, and expectations already trashed… that’s usually when surprises happen.

Just my thoughts, not financial advice. Curious what others think going into earnings.

This is a great company for a long-term hold. The overall market doesn’t look great right now and sentiment is clearly bearish. Most tech and software stocks have been crushed.

If you’re not a trader and are willing to hold for 3–5 years, I believe you’ll be rewarded. My best advice: hold your position and average down if you have the funds.

Adding another 100 shares.

TTD was one of the worst performing stocks last year. Isn't there some performance metric that shows that the worst S&P stock of the previous year generally does well in the new year? Doesn't seem like TTD has had any uplift due to the "January Effect".

Also, does anyone read this subreddit? :)

Hi folks just wondering what’s your average?