The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
@ConnorJBates_ not all are expensive. examples: $CPB $ENR
$DLO was also hit hard (which shouldn’t really have been because of the diversified model) and I started a position today.
Extremely excited to be talking to the CEOs of $CDTI and $COV.V ( $CVALF) tomorrow. Wednesday, I look forward to a full day of 1x1s at the Toronto @PlanetMicroCap .
Bought $INTR $4.53, stinkbid to add at $4.25. New position for me.
Yes. $ACMR has been expanding globally outside China, particularly South Korea. And perhaps Taiwan soon enough.
TY $ANT for the positive $3.4B FCF for H1 2026. Still feels like all your AI infra names from $MU to $AAOI sold off way too hard. Considering the billions in financing raised by frontier labs to hyperscalers.. End up ultimately flowing back to GPUs, networking, to memory.
I'm long $BWMX so not complaining but anyone know why it is up so much today? Earnings were last Thurs, and just so-so.
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