Is the trade desk an opportunity or a trap? Let’s start with a quick look at the numbers first. The Numbers Revenue: $739M, +17.7% YoY growth. Non-GAAP EPS: $0.45 per diluted share, beating the consensus by $0.01 Adjusted EBITDA: $317M, which means an EBITDA margin of 43%. Guidance (Q4 2025) Revenue “at least” $840M, or about 18.5% better than the consensus of $830.9M. Now, I saw quite a few reactions of Multis (and other people) who were disappointed by the lackluster 17.7% growth. I understand that. It could even be the reason for the big recent drop, next to the Amazon competition (more about that later). It doesn’t look great. Last year in Q3, there was 27.32% growth. Now just 17.74%. But political spending plays an important role. If you look at the numbers ex-political spend, yo

$Tesla Motors(TSLA)$ rebounded back. Let's see if it can test the 400 dollars range again. 

$Palantir Technologies Inc.(PLTR)$ still holding on

$Palantir Technologies Inc.(PLTR)$ still holding strong 

$NVIDIA(NVDA)$ not too bad

$Advanced Micro Devices(AMD)$ good trade. Been accumulating since last year

$Palantir Technologies Inc.(PLTR)$ been a long time coming. Hoping it can break past 200.

$Tesla Motors(TSLA)$ definitely one of my core convictions. Excited for the incoming I robot event. But that being said, expect for the stock to drop like a rock during the event. 

$100

The Trade desk: opportunity or a trap You may or may not have seen it, but The Trade Desk (TTD) released its earnings yesterday. The stock crashed by about 30% after the market and it's down even more after multiple downgrades from analysts today. It's now trading at $54 I know this creates uncertainty and that's why I wanted to be fast with this analysis. Because I know you want to know: What really happened here? Is it an opportunity or a trap? Let's have a quick look at the numbers first. The Numbers Revenue: +19% YoY to $694M, a beat by $8M Operating Margin: 17% (+1pp YoY) Adjusted EBITDA: $271M, 39% margin (-2pp YoY but +1pp vs. guidance) Non-GAAP EPS: $0.41, a beat by $0.01 Customer Retention: >95% for 11 consecutive years Channel Mix: CTV 47.5%, Mobile 35%, Display 12.5%, Audio 5

Not a surprise here

Not a surprise here

$CrowdStrike Holdings, Inc.(CRWD)$ great company. Bought it during the blackout period. Crowdstrike is the gold standard in the cybersecurity  space 

$Palantir Technologies Inc.(PLTR)$ nothing much to say here. Just pure conviction in this stock. It goes to show how superior palantir's product is especially when Gotham is not getting cancellations from the white house. 

$Tesla Motors(TSLA)$ Been through this through the ups and downs. All I can say is we are at the beginning of the next inflection point where the EV market will eat itself inside out. Robotaxis and optimus bots is the only way for tesla to survive in the next 5 to 10 years. 

$Palantir Technologies Inc.(PLTR)$ Nothing beats long term investing. Despite the drop in palantir recently, I am still up by 500%

Is The Trade Desk Screwed? The price action of The Trade Desk (TTD) after the company announced its Q4 2024 earnings results, allowed the stock to drop 34.4% since earnings. This was the very first time in 33 quarters, since the company went public, that The Trade Desk missed its own guidance. On top of that, guidance for Q1 2025 was disappointing too. If you have these elements combined, the question becomes if this is a pivotal moment and The Trade Desk has lost its magic. On CNBC, Josh Brown, who I respect, said that The Trade Desk would be in the penalty box for a few quarters until it gains back the confidence of investors. This is definitely a possibility. But just like everything in investing, it's definitely not a certainty. If the next quarter is outstanding, investors will quickl

$Tesla Motors(TSLA)$  seriously the tariffs made absolutely zero sense to cause tesla's drop. They literally have their headquarters in Austin, texas which is their main giga factory. The other giga factories in other countries won't even import into the US when they have 2 giga factories in the US manufacturing for them internally. 

It is shocking to me that in 2024, I had achieved a net 71% returns. I have been investing with Tiger brokers since end 2020. Definitely 2025 is not the last with many more to come. Onwards.