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The Trade Desk, Inc. · TradingView
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Opinions on non-trading days appear on the next trading session.
2026-10-03 – 2026-10-09
No positive opinions in this period.
No negative opinions in this period.
Think the short-term ChatGPT monetization angle is undervalued given they’re moving to ads. I do have short term positions at $22 as a potential mean reversion the bottom, but this is not high conviction by any means.
Stuff like $TTD at $22 is compelling, probably 40-50% upside back to low 30's..
$TTD and $RDDT are good recovery longs. However, it feels like markets just don’t care about software companies growing 20-50% Y/Y anymore.