I bought the dip after the earnings call in February and am now considering adding to my position. The company has a strong, comprehensive model that leverages multiple advertising channels and uses algorithms to optimize campaigns - an edge over platforms like Facebook or Google.
That said, the stock is still trading at a premium valuation. I plan to wait and see if tariff impacts drive the price down before buying more. To me, TTD has a business model built for long-term success.
If there’s a solid reason to reconsider, I’d like to hear it.