COMPANY
The Trade Desk
TTD:US
Primary coverage by Dan Salmon
Research
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TTD Initial Thoughts – The Golden Rule is DeadFebruary 25, 2026 — Dan Salmon
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TTD: CFO that recommended CEO Green’s super-voting shares exits + IR feedbackJanuary 26, 2026 — Dan Salmon
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Ad Tech Exec Lunch Recap: -ve for TTD, +ve for AMZN Cloud + Ads (+ more on APP/LFTO, PINS, HoldCos, RDDT, CRTO)January 20, 2026 — Dan Salmon
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Expert Call Recap: AI stacks (GOOGL #1), AI coding, (AMZN Kiro rising) and AI in Ads (-ve for TTD)January 7, 2026 — Dan Salmon
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AMZN: Implications of Unboxed ads announcements, including for GOOGL, TTD, RDDT and PINSNovember 12, 2025 — Dan Salmon
Events
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Feb
25InternetFebruary 25, 2026 — VirtualHosted by Dan SalmonWatch Replay -
Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Apr
2InternetApril 2, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Dec
19InternetDecember 19, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Nov
20InternetNovember 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
1InternetOctober 1, 2024 — VirtualHosted by Dan Salmon and Blair LevinWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jul
18InternetJuly 18, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Feb
29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jan
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Jan
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