← @ramahluwalia

$TTD

看多2026-05-04
喊单前后价格走势
2026-05-04
各周期结果✗ 踏空-19.2%
1d
-3.8%
5d
-16.1%
21d
-19.2%
原帖
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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