Long on $TTD ; It should test 75-80 range

4月25日

- Many good news have come for TTD in the last 2 weeks and one of that is Judge ruling against Google Ad business which might lead to relaxed rules by Google which will help other advertisers expand their TAM

- Netflix ads should allow DSPs like TTD to get more investment dollars flowing through their platform.

- EPS is growing massively in FY 2027/2028.

- I'm not sure if we could get all time high before 2027 but firmly believe TTD should test 200 weekly SMA.

4月25日

註釋

I have attached the link when I warned investor to avoid the falling knife. Thanks to trump tariff fears which shook out many investors and multiple seems reasonable on this name to go long!

5月5日

註釋

Wild move up on any positive news in the earnings. Depressed multiple, mauled stock and solid growth in the past and in the future.

5月8日

註釋

Solid earnings! Beat & Raise

5月12日

註釋

Trimming half of the position @ 78

5月12日

交易結束：達到停損點

- Selling rest of the shares @79.xx
- My average was ~ $56. Decided to sell for 40% profit in couple of months. I will consider adding if it closes the earning gap below.

5月12日

註釋

Thanks TTD for 40% gains in a couple of months