The Trade Desk

Portfolio Spotlight: Sell, hold, or hope? That is the question.

Every investor sooner or later finds herself in the same situation.

You buy a stock with a clear investment thesis, set a target price and a maximum acceptable loss. And then the market decides to move in exactly the opposite direction to what you expected.

I'm currently in exactly that situation with positions in The...
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Portfolio under the microscope: "SaaSocalypse" — reality or overblown panic? ☁️📉

The recent sell-off in SaaS stocks has revived the "SaaSocalypse" narrative. Personally, I view the market's current reaction as markedly overblown.

Markets tend to swing between euphoria and fear — and right now sentiment is clearly on the latter side. Some concerns are valid, but a broad sell-off...
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🚀 TRADE DESK + OPENAI = BULLISH MOVE?

According to the latest report from The Information, OpenAI has held preliminary talks with $TTD about helping them sell ads on the ChatGPT platform.

📈 Right after the report, TTD shares jumped +9.3% and are now up about 14% in pre-market trading.

Why this could be a big deal:

ChatGPT has already started showing ads — the report suggests this...
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Today's results $CRM and $TTD .

The market is punishing perfect results that beat analysts' expectations today. Can someone please explain why?

TTD: -17%, CRM: -4%

Most tech stocks are plunging right now and probably almost everyone has a stock in their portfolio that’s at a significant loss. Over the past few days I lost the most money on $AMD and $TTD, but I trust the companies, so I’m buying more.

Which stock have you had the biggest loss on so far this year?

Are you changing your strategy before the end of the year? Are you significantly buying or selling any stocks?

In recent weeks/months, apart from $BTCUSD, $META and $TTD I haven't been buying anything else and have mostly just been watching market developments. The next notable event will probably be the Fed meeting, which could change overall sentiment and potentially create...
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Where do you see opportunities to buy right now?

Hi,

I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think that so I have something to read. Thanks :)

Where do you see buying opportunities right now?

Hi,

I still see $NU and $ASML $TTD, $NVO.... Do you have any stocks you consider an "underdog" among those mentioned? If so, please tell me why you think so — I'd love something to read. Thanks :)

S&P 500 is at its all-time highs and there haven't been many opportunities lately. I'm trying to be cautious, but I bought a lot of $TTD after the drop and recently opened a position in $NU, which I plan to increase gradually.

What stocks have you been buying recently?

Which stocks are you planning to buy this week?

I will definitely be overbought $TTD after a big and exaggerated drop. Slowly $NVO is starting to rise as well , so I'll increase that position some more.

Have you been surprised by the results of any companies recently, either positively or negatively?

I was pleased with $META and surprised by the negative reaction of $TTD stock on Thursday . The results were good, but unfortunately investors panicked because of the outlook and the departure of the CFO.

Will anyone be buying shares of $TTDtoday ?

While the results beat expectations, investors were disappointed by the outlook for the next quarter, and the stock fell 30% in the aftermarket. This is one of the largest positions in my portfolio, so I'll definitely be overbought today.

📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:

🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
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Trade Desk shares rose more than 10% yesterday after S&P Dow Jones announced that TTD would replace Ansys in its index. I have $TTDstock in my portfolio and it's one of my largest positions and this is great news for the company.

Does anyone have $TTD in their portfolio?

On what share have you made the biggest profit so far this year?

It's been really interesting this year and we've had a few significant drops, but they've been well used and I've been adding to my position during them. My most profitable positions so far are $CRWD and $TTD, where I have a gain of just over 40%.