Ticker brief

TTD TRADE DESK INC/THE -CLASS A

Communications · Advertising

last close
$13.00
1 day
-1.2%
14 days
+7.6%
mkt cap
$9.0B
signals 14d
48
authors 14d
41
crowd 14d
-0.7σ
Options inteloptions-surface reads · latest available day per source
metricreadingcontext
IV — ATM 30d81% mid · 65 pctile own 1yIV/HV 2.03×
Skew — 25Δ RR 30d+0.094 99 pctile own 1ycalls bid vs puts (call skew rich)
Net dealer OI (NDOI)+0.23 elevated5-session Δ +1.45 (as of 2026-07-06)
OI alarmquietlast alarm 2026-03-06 (z=4.0)
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now -0.30 (−1 bearish … +1 bullish)
Who spoke41
authorgradetrader scoresignalsmean sent
@Investor_NICK_B-0.502-0.65
@davey_juiceB+3.882-0.15
@OptionsFlowBossC·2+0.00
@ariaradniaB+0.672-0.42
@trhy_s_filipomC-1.812-0.38
@OracleNYSEC+0.832-0.53
@AIStockSavvyC-1.052-0.08
@DDBlakeFischerA-0.471+0.10
@bullishchartC-1.211-0.15
@FrameworkWiselyA+0.131-0.45
@AhmetSunelcan1B-1.241-0.45
@BeatTheBotzC-0.561-0.50
@longriverCMB-0.351-0.45
@DarvasBoxAIC-0.731+0.00
@stock_unlockC+0.751-0.10
@ClassicRoyC-1.101+0.00
@StockMKTNewzC-0.831-0.50
@GubloinvestorC-0.081+0.35
@KabraxFXB+1.091+0.00
@BeatTheInsiderC·1-0.20
@capitol2iqC·1-0.10
@DudeWhoInvestsC-2.241-0.15
@thisisorlandoC-0.831+0.30
@karmaoptionsC-0.481+0.45
@WillBiddy_B+1.231-0.65
Recent signals30of 48 in 14d — receipts included
date (PT)authorsentwhat they saidsince thenreceipt
2026-10-16@WealthCoachMak-0.30Discloses realized tax-loss sales and exact losses in three positions.+6.3%
2026-10-15@DavidCoxRJ+0.30Quantifies broad accumulation and leading QQQ rebounds from intraday lows.-1.0%
2026-10-15@Yourpersonaltr1+0.00Adds three stocks to a watch list while criticizing the prevailing rotation.-1.0%
2026-10-15@akramsrazor-0.55Recaps a pre-earnings TTD thesis as more predictive than an easier DOCN call.-1.0%
2026-10-15@yxinsights+0.50Observes money rotating into SaaS and application stocks as three named shares gain 5%–6.6%.-1.0%
2026-10-15@AIStockSavvy+0.15The author notes that several SaaS names are performing well today.-1.0%
2026-10-15@Fiscal_ai-0.45Trade Desk shares are down 51% since its CEO bought $148M in the open market.-1.0%
2026-10-14@alphatrends-0.65TTD trades at $12 versus the CEO's $24.66 average cost on a six-million-share purchase.+6.7%
2026-10-14@AIStockSavvy-0.30UBS maintains Buy but cuts Trade Desk's target to $15 from $28.+6.7%
2026-10-13@porquettfin+0.55Argues TTD now trades at less than half the CEO's March purchase price and notes he has not sold.+6.8%
2026-10-13@TrendSpider+0.30Highlights the CEO's nearly $150 million share purchase as a favorable valuation reference.+6.8%
2026-10-13@SpecialSitsNews-0.50Breadth data show 134 S&P 500 constituents are in drawdowns of at least 40%.+6.8%
2026-10-11@_inpractise-0.45Cites a former WPP strategist warning TTD depends on one sales relationship.+7.6%
2026-10-11@OptionsFlowBoss+0.00Shares TTD gamma heat zones without visible levels or direction.+7.6%
2026-10-10@ElliotWaveBull+0.20TTD has reached the author's $9–12 support zone, but the author awaits bullish confirmation before adding.+7.6%
2026-10-10@Venu_7_-0.45Contrasts failed and successful insider purchases to argue that insider buying alone is not a thesis.+7.6%
2026-10-10@wealthmatica-0.65Claims direct customer conversations indicate TTD is losing clients to ZETA.+7.6%
2026-10-09@OracleNYSE-0.45OpenAI's planned ad-sales push is framed as new competition for The Trade Desk.+7.6%
2026-10-09@GetPursa-0.35Describes weak morale and says price action must restore confidence.+7.6%
2026-10-08@tenet_research+0.15Apple fixed The Trade Desk's Safari advertising issue, while broader restrictions remain possible.+5.3%
2026-10-08@OracleNYSE-0.60Apple WebKit's flexible blocking system threatens broader restrictions on ad-tech firms such as TTD.+5.3%
2026-10-08@WillBiddy_-0.65Argues TTD's growth lacked a durable moat and caused shareholder losses.+5.3%
2026-10-07@trhy_s_filipom-0.30Jokes that holding losing TTD, NVO and PYPL positions exemplifies a common retail-investor mistake.+7.5%
2026-10-07@karmaoptions+0.45Highlights a third party's bullish weekly positioning in NFLX and TTD.+7.5%
2026-10-07@ariaradnia-0.15Rejects comparisons between APP and TTD but provides little supporting context.+7.5%
2026-10-07@thisisorlando+0.30Says a major TTD recovery in 2027 would not be surprising, while remaining cautious now.+7.5%
2026-10-07@DudeWhoInvests-0.15Argues AppLovin is at a two-year valuation low while noting fears of a Trade Desk-like outcome.+7.5%
2026-10-07@capitol2iq-0.10Reports a representative's partial sales of four stocks, led by a $50K-$100K ServiceNow sale.+7.5%
2026-10-07@BeatTheInsider-0.20Reports a representative's disclosed sales across four stocks.+7.5%
2026-10-06@KabraxFX+0.00Argues ZETA can nearly quadruple based on a valuation comparison with TTD.+9.1%

“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.