| By Andy Swan The Trade Desk (TTD) holds a special place in our hearts at LikeFolio – the streaming ad giant was one of the first picks we brought you when we launched Derby City Daily in February 2023. Landon, Megan, and I each chose our must-own stocks of 2023. TTD was mine. And I’m thrilled with how well that’s paid off for our loyal readers: +118% in less than two years. Congrats! 
Source: TradingView Our bullish TTD call wasn’t just hopeful. It was rooted in solid data reflecting real-time consumer behavior and sentiment – LikeFolio’s specialty. Fast forward to 2024, and we’ve seen this stock soar to new all-time highs, driven by a combination of financial strength, market leadership, and innovative approaches to digital advertising. Everything we loved about TTD then, it’s delivered on, again and again. This week, the company came out with another massive earnings report. Third-quarter revenue surged 27% year over year to $628 million, easily topping estimates of $619 million. It was TTD’s 11th consecutive quarter of 20%-plus revenue growth and its 10th-straight quarter achieving a 95% customer retention rate. Shares dropped ~10% today, but no need to worry. Whether you’re still holding on to TTD (nice job!), waiting on the sidelines for a bullish signal, or just learning about it for the first time today… The three charts we’re about to show you give us confidence in our bullish outlook for months to come. The Bullish Case for TTD in 3 Charts No. 1: Businesses Indicate Strongest Spending Interest in 2025 Brands are reporting plans to redirect advertising budgets to digital platforms (including streaming), rather than traditional search ads. A recent study by Wedbush Securities found that 43% of U.S. advertisers plan to increase their digital ad spend by more than 10% year over year in 2025… 
Source: Wedbush Securities And The Trade Desk LEADS the pack, with more than half of businesses surveyed reporting intent to increase spending with TTD by 10% or more. No. 2: Netflix Partnership Likely to Fuel Growth In May 2024, The Trade Desk announced a partnership with Netflix (NFLX), giving advertisers the ability to purchase ad space on Netflix through TTD's platform. This collaboration opens access to Netflix's 40 million global monthly active users on its ad-supported tier, offering TTD's clients opportunities to reach a highly engaged streaming audience. Take a look at the chart below, and you’ll see that Netflix has some serious catching up to do when it comes to ad dollars spent on its platform. The ratio of dollars spent (black) versus hours watched (red) is way off-kilter compared to peers, including The Walt Disney Co.’s (DIS) Hulu and Disney+… 
Source: eMarketer But make no mistake, ad dollars will follow eyeballs. And this bodes well for TTD. No. 3: Web Visits Show Serious Momentum Now, to LikeFolio’s predictive data. Visits to TTD’s website hit all-time highs in September, achieving growth rates we haven't seen since its last heyday in 2021. Global monthly web visits have gained by 77% year over year… 
For us, this is a clear positive nod to increased usage and new customer acquisition for TTD. Behind the Data Innovative tools such as TTD's Kokai platform and Unified ID 2.0 further bolster the stock's prospects. Kokai employs artificial intelligence to help brands deliver highly relevant ads by analyzing vast amounts of user data and activity. For instance, a sports brand might target users who have recently engaged with fitness content, ensuring that their ads are more likely to resonate. Meanwhile, Unified ID 2.0 addresses privacy concerns by using encrypted identifiers, such as email addresses or phone numbers, to target users without compromising personal data. This new approach moves away from traditional third-party cookies, offering advertisers a more secure and transparent way to connect with audiences. Bottom line: TTD isn't done growing, and we expect more gains from here. Which means this short-term pullback could be your perfect opportunity. Until next time,  Andy Swan
Founder, LikeFolio Stocks are racing higher on Trump’s presidential victory – and we’re betting AI stocks like Nvidia (NVDA) could be among the biggest gainers under his pro-business policies. Wall Street icon Louis Navellier agrees – and has identified six stocks that could benefit from Trump’s first moves in office. Check out his top recommendations here… before they skyrocket under his new administration. Discover More Free Insights from Derby City Daily Here’s what you may have missed from Derby City Daily this week… ✓ Post-Election Cheat Sheet: Everything Investors Need to Know ✓ Two Energy Drink Plays Banking on an Earnings Jolt ✓ Digital Ad Spend SNAPs Back: 3 Big Winners
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