Sell TTD by May 21, 2026.

I wonder what you think about the market for advertising. To me, competition is increasing and a slow down in this market is a serious risk to many businesses. A lot of companies rely on advertising as important revenue stream. Obvious ones are Alphabet and Meta but also Amazon has revenue from adds on their platform. With the rise of LLMs, new platforms that could (and will) be monetized emerge. But also other companies, such as Doordash expect to ramp …