避免买入 TTD；营收不及预期带来的基本面疲弱以及缺乏催化剂使其缺乏吸引力。
逐段跳播
说到 TTD。这东西坦白说就是一场呕吐盛宴。请原谅我用这个词，但天哪，这东西——我记得，感觉就在不久之前，股价还在 100 美元以上。看看这有多难看。昨天是糟糕的一天。今天又是糟糕的一天。
TTD 的底部在哪里，各位？我不知道。我已经这么说了一段时间了。这东西看起来试过好几次筑底，但真的就是没有。我们正处在 Trade Desk 进入个位数的边缘。
Mentioning TTD. Uh this thing you this has been a vomit fest frankly. Uh pardon the term there but man oh man this thing had I remember I feel like I wasn't even that long ago stock was over $100.
Look how nasty this is. Terrible day yesterday. Another terrible day here today. Where's the bottom in TTD, folks? I don't know. I've been saying that for a while here. This thing looks like it's tried to bottom several times and really just hasn't.
We're on the verge of entering single digits with the trade desk.
如果这东西在 2018 年以某种形式 IPO 或上市，看起来我们正朝着那些水平走下去，因为那离现在的价格并不太远。
if this thing IPOed or was brought to market in one form or another in 20 2018, it looks like we're headed down to those levels because that's not too far away from uh where the price is now.
这家公司到底是怎么回事？他们是不是没有像其他一些公司那样利用 AI？我不知道。这看起来，看起来 10 美元就是下一个目标。
What is the deal here with this company? Are they just not utilizing AI in the way that some other companies are? I don't know. This looks like uh looks like $10 is next.
Guggenheim 转为中性。这是在 9 月 18 日星期五。Guggenheim 维持中性，但将目标价上调至 13。那是很大的信心。
Guggenheim went to neutral. This was on Friday, September 18th. Guggenheim maintained neutral but raised the price target to 13. That's a lot of confidence.
是的，这东西看起来卡住了。我只是——我最主要的问题是，我不知道催化剂是什么，去买入那个，去买入那里的任何反弹。他们就是还没有显示出他们能够反弹。
Yeah, this thing this thing looks stuck. I just I my big thing is I don't know what the catalyst is to and to buy that to buy any bounce there. They they just haven't shown that they can bounce yet.
但有人想很快问一下 Trade Desk，这个问题已经被问过几次了，TTD。是的，TTD，我喜欢 Trade Desk，它下跌了，它最近下跌了。让我把它调出来。它在下跌。哇。等等，一次不错的大跌。
but someone's want to ask for trade desk really quick this question's been asked a few times uh TTD yeah TTD I like trade desk it dipped it dipped down recently. Let me pull it up. It's dipping. Wow. Wait, a nice big dip.
我从来没研究过这个。Trade Desk 是像经纪平台吗？不。不。它是一家全球广告公司。不，它是一家广告代理公司。
I've never looked into this. Is Trade Desk like a a brokerage platform? No. No. It's a global advertising. No, it's an advertising agency.
是的。不，我每天都看它。几天前它在 1494 的时候，那里变得非常病态。幸好我没有跳进去。我差点买了这东西，然后它就出现了那次大跌。
Yeah. No, I look at it every single day. And uh it was getting really sick up there a couple days ago when it was at 1494. Glad I didn't jump in. I almost bought this thing and then it took that huge dip.
我的意思是，他们一定是有一份糟糕的财报。他们跳空低开，此后一直疲软。
I mean, they must have had a bad earnings report. They gapped down and been weak since then.
8 月 6 日，Trade Desk。他们发布了财报，每股收益差了 34 美分，营收 750。营收大幅不及预期，预期是 751。这才是真正糟糕的部分。第三季度营收，第三季度营收预计只有 650 多，而预期是 805。
这就是它下跌、跳空低开、持续疲软的原因。我个人不会用 10 英尺长的杆子去碰它，除非你接近这个情况，并且找到了一些数据、一些证据表明那个情况正在从根本上好转。这是我的看法。我绝不会碰它。
August 6 on Trade Desk. Okay, they had earnings and 34 cent miss 750 in revenue. Big revenue misses 751 and revenue expectation. This is the real bad part. Q3 revenue Q3 revenue expected to be only at 650 plus versus 805 estimate.
That's why it went down, gapped down, continuing to be weak. I personally wouldn't touch that with a 10-ft pole unless you're close to the situation and you found some data, some evidence that that situation is fundamentally turning around. That's my take. I would never touch it.
这个频道对 $TTD 的历次判断
Benzinga 在这只股票上只有这一条判断。