Jun. 11 at 1:44 AM
$TTD is priced like the business is dying and it just isn’t. Still profitable, still growing revenue, still the only independent DSP at scale while advertisers get more nervous about walled gardens every quarter. The stock is down over 70% in a year while the S&P ripped, and short interest sits at 21% of the float with under 4 days to cover. That means one in five tradeable shares is a forced future buyer. Everyone hated
$NVDA under 100. Sentiment this washed out plus a profitable business plus August earnings as the catalyst is exactly the setup nobody wants to buy and everybody wishes they had. I’m not calling the bottom. I’m saying the risk reward at 19 is nothing like the risk reward at 80.
$CRM $CELH $ELF
