Jun. 18 at 2:38 PM
$TTD people are sleeping on this setup. The buyback: TTD spent over 1.4B on repurchases in 2025 at an average of 52.60, bought another 164M in Q1, and still had 327M authorized as of March. At 19 those same dollars buy almost 3x the shares they did last year. Same money, triple the impact, shrinking the count and putting a steady bid under the stock. The catalysts: Publicis dropped the audit dispute and is recommending TTD again, the wound that started the collapse. Samsung named them one of two launch platforms for premium home screen CTV. New CMO in, new CFO July 9. Truist and Benchmark both Buy at 30. The squeeze math: 20%+ short interest pressing a stock with a company buying every dip and catalysts stacking weekly. Break 20 to 21 on volume and shorts covering into that demand moves it fast. August 6 is the proof, and the soft guide ignores the 10 to 13B midterm cycle hitting CTV. The bear case was audits and exec exodus. Both reversed. Price hasn’t caught up
$SNAP $ELF $CELH $SPY
