Feb. 26 at 4:04 PM
They called me crazy for this pair trade shorting
$TTD and going long
$TBLA in April 2025, it made a giant return since that time. I am officially closing the pair and changing my thesis to long TBLA and long TTD, now that wallstreet analysts are downgrading TTD, it means they are loading the warehouse with TTD shares. In the meantime
$TBLA is buying back heavy portions of the float with free cash flow and profitable operations.