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The Trade Desk$13.18live · 9h ago

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Meet Kevin1 callStrongly Bearish
Most recent thesis· Aug 26, 2026Source video →

Kevin says his internal 'stock algo' now assigns The Trade Desk a fair value of roughly $4 per share, calling the outlook 'really bad' due to slowing revenue growth and surging costs. He cites a red flag from Netflix as the reason he sold the stock earlier at about $120 a share.