Sell TTD by Nov 14, 2026.

I used to be a TTD investor myself, so this isn't coming from someone who has always hated the company. But at some point, **rationality has to come first**. Being emotionally attached to an investment thesis after the underlying business environment changes is how you lose money. I genuinely don’t understand the bull case for The Trade Desk anymore. TTD keeps talking about the **“open internet”** as if that phrase itself is a competitive moat. But what does TTD actually …