The Trade Desk (TTD)

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The Trade Desk (TTD)Trade Desk, Inc. Class ABATS:TTDSimeonNikolaev-investThe Trade Desk (TTD) has seen a 70% decline from its highs due to macroeconomic fears and the departure of its CFO, but the numbers say otherwise: The CEO’s Signal: Jeff Green’s $148 million buyout in March 2026 is one of the strongest insider signals in the entire market. It’s a “bet to the house” that the market is wrong. AI Revolution (Kokai): Kokai’s new platform uses AI agents to optimize ads in real time, which keeps customers (95% retention rate). Valuation: TTD has never been so cheap. A forward P/E of 12.6x for a company growing 18-20% and having an 80% gross margin is a rare market anomaly.