Sep. 18 at 11:50 PM
$NKE is worse financially and competition wise IMO.
$TTD is just a bit overvalued, NKE also overvalued + store flip-flop and DEI nonsense ruins remaining asset value. Sell @ Walmart and everywhere again, back two binary sex-model and normal stuff. TTD could become irrelevant though, the big ones may just take their biz, sell and eat the cake.