Episode
Is The Trade Desk (TTD) Stock a Buy After a 70% Drop? | Deep Dive 2026
- Podcast
- The 7investing Podcast
- Published
- Apr 21, 2026
- Duration seconds
- 1639
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/is-the-trade-desk-ttd-stock-a-buy-after-a-70-drop-deep-dive-2026/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-7investing-podcast-1227049/is-the-trade-desk-ttd-stock-a-buy-after-a-70-drop-deep-dive-2026.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
The Trade Desk (NASDAQ:TTD) has lost nearly 70% of its value since its 2024 highs but does that make it a buying opportunity or a value trap? In this deep dive, 7investing founder Simon Erickson breaks down the full story: how TTD built a 3,800% return from its IPO to 2024 by revolutionizing programmatic advertising, and exactly what went wrong in 2025, from tariff-driven ad budget cuts to new competitive pressure from Amazon (NASDAQ:AMZN) undercutting Trade Desk's pricing at roughly half the take rate, to Publicis Groupe (EPA:PUB) auditing whether they've been overcharged for years. But the bull case is very much alive. Jeff Green who built the world's first demand-side ad platform and has consistently out-innovated competitors for two decades is responding with OpenPath, a direct-connect solution that could bypass the entire inefficient real-time bidding infrastructure and deliver more ad dollars directly to publishers. With the global digital advertising market now topping $1 trillion, and 28% of that on the open internet where TTD operates, the stakes couldn't be higher. Simon also shares why he still holds Trade Desk as an official 7investing recommendation, covers the competitive dynamics with platforms like Amazon DSP, and explains why the Publicis audit is the key near-term variable every TTD investor should be watching closely right now. Stocks Mentioned: The Trade Desk (NASDAQ:TTD) Amazon (NASDAQ:AMZN) Microsoft (NASDAQ:MSFT) Netflix (NASDAQ:NFLX) Walmart (NYSE:WMT) Walt Disney Company (NYSE:DIS) Publicis Groupe (EPA:PUB) Alphabet / Google (NASDAQ:GOOGL) Meta Platforms (NASDAQ:META) NVIDIA (NASDAQ:NVDA) Coupang (NYSE:CPNG) #TradeDesk #TTD #ProgrammaticAdvertising #AdTech #GrowthStocks #StockAnalysis #DigitalAdvertising #BuyTheDip #StocksToWatch #InvestingIn20…