Trade Desk is bearish due to collapsing growth and exploding costs, with a $4 fair value estimate, unless they turn around the margin trajectory.

So, we got rid of Tradeesk at like $120 a share, and it's because we saw a red flag coming from Netflix. Unfortunately, uh my stock Algo has even more downside ahead for Tradeesk.

I have this at like a $4 fair value estimate, which is really bad. Like really, really low.

Well, I I'll just give you the answer right here. Their revenue is up 3% and their costs of goods sold increased 22%. Growth has collapsed and costs are exploding. And maybe maybe they could turn it around.

I hope they could turn it around. I'm like jealous. Uh or or I I shouldn't say I was jealous. I'm not jealous. Trade. I am uh well, okay, let me figure out how I'm trying to word this.

Trades is the biggest company in the city that I live in, Ventura, California. I would love for them to boom because it helps the city, right? So, like I want to see them win, but they need to turn it around because right now their margin trajectory justifies a very low price target.

Uh, and so they need to turn that margin trajectory around.