← @ramahluwalia

$TTD

BULLISH2026-05-04
Price around the call
2026-05-04
By horizon✗ miss-19.2%
1d
-3.8%
5d
-16.1%
21d
-19.2%
Original post
Ram Ahluwalia CFA, Lumida · 2026-05-04

When do the unprofitable but expensive AI Labs start acquiring the profitable and cheap software names? I could see an ad tech name like The Trade Desk getting acquired for its network for example. $TTD at 12x PE with strong EPS growth

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