Core Viewpoint - The article discusses the potential of growth stocks that have recently experienced significant declines in value, presenting them as attractive investment opportunities for long-term portfolios [1][3]. Group 1: Market Overview - Growth stocks are appealing for investors aiming to achieve financial goals quickly, although some may prefer dividend-paying stocks [1]. - Recent market downturns have led to attractive valuations for certain growth stocks, with some companies experiencing share price drops of at least 20% over the past month [3]. Group 2: Company Analysis - **Block (formerly Square)**: - The stock has fallen significantly, nearing its 2018 price, with a recent revenue growth of only 4.5% year over year, but earnings per share (EPS) increased by 51% [5][4]. - **The Trade Desk**: - Despite a 41% drop in stock price following a disappointing earnings report, the company reported a 22% year-over-year revenue increase and a 44% rise in non-GAAP income [6][7]. - The CEO acknowledged execution missteps but expressed optimism due to increasing ad placements in streaming services [8]. - **Accenture**: - This professional services giant has seen its stock decline nearly 20% over the past year, but it has a strong historical performance with annual gains of 16.5% over the past five years [10]. - Recent earnings showed a drop in new bookings growth, but the company is investing in new technology and has a growing dividend yield of 1.8% [11]. - **MongoDB**: - The company reported a 20% year-over-year revenue increase, with its cloud platform, Atlas, contributing 71% of the revenue [12]. - Concerns exist regarding customer spending in the current economic climate, but the company is investing in artificial intelligence [12][13]. Group 3: Investment Considerations - Each of the discussed companies presents potential for above-average gains in the long term, despite current market challenges [13]. - For investors uncertain about selecting individual stocks, exchange-traded funds (ETFs) focused on growth may be a viable alternative [13].

Core Viewpoint - A securities class action lawsuit has been filed against The Trade Desk, Inc. for allegedly making false and misleading statements regarding its business operations and the rollout of its new platform, Kokai, which has faced significant execution challenges [1][2]. Group 1: Lawsuit Details - The lawsuit is filed in the United States District Court for the Central District of California on behalf of investors who purchased Trade Desk Class A common stock or options between May 9, 2024, and February 12, 2025 [1]. - The lead plaintiff deadline for the lawsuit is set for April 21, 2025 [1]. Group 2: Allegations Against Defendants - Defendants are accused of failing to disclose significant execution challenges related to the Kokai rollout, which involved transitioning clients from the older platform, Solimar [2]. - The execution challenges reportedly delayed the Kokai rollout and negatively impacted Trade Desk's business and revenue growth [2]. - Positive statements made by the defendants regarding the company's operations and prospects are claimed to be materially misleading and lacking a reasonable basis [2]. Group 3: Lead Plaintiff Process - Investors may seek to be appointed as a lead plaintiff representative of the class by the April 21, 2025 deadline, or they can choose to remain absent class members [3]. - The lead plaintiff will represent all class members in directing the litigation and selecting counsel [3].

Core Viewpoint - Securities class action lawsuits have been filed against The Trade Desk, Inc. for allegedly making false and misleading statements regarding its business operations and the rollout of its new platform, Kokai, which has faced significant execution challenges [1][2]. Group 1: Allegations Against The Trade Desk - The complaints allege that during the Class Period, Trade Desk failed to disclose significant execution challenges related to the Kokai Rollout, which involved transitioning clients from the older platform, Solimar [2]. - These execution challenges delayed the Kokai Rollout and negatively impacted the company's business and revenue growth [2]. - As a result, the positive statements made by the company regarding its business operations and prospects were deemed materially misleading [2]. Group 2: Legal Process for Investors - Investors in Trade Desk have until April 21, 2025, to seek appointment as lead plaintiff representatives in the class action lawsuit [3]. - A lead plaintiff acts on behalf of all class members and is typically the investor or group of investors with the largest financial interest in the case [3]. - The decision to serve as a lead plaintiff does not affect an investor's ability to share in any recovery from the lawsuit [3]. Group 3: Firm Background - Kessler Topaz Meltzer & Check, LLP is known for prosecuting class actions and has a reputation for recovering billions for victims of corporate misconduct [4]. - The firm encourages affected Trade Desk investors to contact them for more information regarding the lawsuit [4].

Core Viewpoint - The recent decline in The Trade Desk's stock price, attributed to a missed revenue forecast, may present a buying opportunity given the company's strong future prospects and discounted stock price [1][2]. Company Overview - The Trade Desk operates as a buy-side platform for digital advertising, allowing advertisers and ad agencies to create, manage, and monitor digital ad campaigns across various channels [3]. - The platform offers a competitive advantage over larger digital advertisers like Google, as it is unbiased and focuses solely on maximizing campaign effectiveness [4][5]. Technological Edge - The Trade Desk has been leveraging AI technology since 2018 with its Koa platform, which predicts auction clearing prices and assigns relevance scores to ad placements [6]. - The introduction of the Kokai platform in 2023 enhanced the capabilities of Koa, improving forecasting and measurement, and incorporating additional data sources to increase efficiency and transparency in media buying [7]. Financial Performance - In 2024, The Trade Desk reported revenue exceeding $2.4 billion, reflecting a 26% year-over-year increase, surpassing the 23% growth rate of 2023 [8]. - However, the company's Q4 revenue of $741 million fell short of the forecasted $756 million, leading to a significant stock price drop of nearly 60% over 3.5 months [9]. - Despite the revenue miss, net income for 2024 reached $393 million, a 120% increase, and the first-quarter revenue forecast of $575 million indicates a potential 17% increase [10]. Valuation Metrics - The current P/E ratio of 72, while high, is typical for growth stocks, and the forward P/E ratio of 31 suggests potential for value investment [10]. - The P/E ratio has decreased from nearly 230 in December, indicating a more attractive valuation for investors [11]. Investment Consideration - The recent sell-off in The Trade Desk stock may position it as a top buy, especially given its essential role in helping advertisers maximize campaign effectiveness through its advanced technology [12][13]. - The improvements in the Kokai platform and sustained revenue growth further support the case for investment, as the stock is on track to be perceived as a value stock [13].

Core Viewpoint - The Trade Desk, Inc. is facing allegations of issuing materially false and misleading statements regarding its AI forecasting tool, Kokai, which has led to execution challenges and negatively impacted revenue growth [1][2]. Group 1: Allegations and Impact - The complaint alleges that during the class period from May 9, 2024, to February 12, 2025, The Trade Desk experienced significant execution challenges in rolling out its AI tool, Kokai, transitioning clients from the older platform, Solimar [1]. - These execution challenges delayed the Kokai rollout, which in turn negatively impacted the company's business operations and revenue growth [1]. - As a result of these issues, the positive statements made by the company regarding its business and prospects were deemed materially false and misleading [1]. Group 2: Shareholder Actions - Shareholders who purchased shares of TTD during the specified class period are encouraged to contact the Gross Law Firm for possible lead plaintiff appointment, although this is not required to partake in any recovery [1][2]. - The deadline for shareholders to register for the class action is April 21, 2025, and they will be enrolled in a portfolio monitoring software for status updates throughout the case [2]. Group 3: Law Firm's Mission - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting the rights of investors who have suffered due to deceit, fraud, and illegal business practices [3]. - The firm aims to ensure that companies adhere to responsible business practices and seeks recovery for investors who incurred losses from misleading statements or omissions that led to artificial inflation of stock prices [3].

Core Viewpoint - The recent market sell-off has created attractive buying opportunities for long-term investors, particularly in growth stocks like The Trade Desk, which has seen significant price declines despite its long-term potential [1][2]. Company Overview - The Trade Desk operates in the programmatic advertising platform sector, assisting ad buyers in placing ads effectively across various media, including podcasts, videos, and connected TV [3][4]. Recent Performance - The Trade Desk experienced a significant decline in stock price, approximately 60% down from its all-time high, following a disappointing Q4 earnings report where revenue fell short of projections [5][8]. - In Q4, The Trade Desk reported revenue of $741 million, missing the guidance of $756 million, and projected a revenue of $575 million for Q1, indicating a 17% growth slowdown [5][6]. Management Insights - Management acknowledged execution mistakes during Q4, attributing some challenges to a platform transition from Solimar to Kokai, expected to complete by 2025 [6]. - CEO Jeff Green expressed confidence in the long-term market potential despite short-term execution issues, likening the situation to a championship team facing challenges in a specific game [6][7]. Market Opportunity - The shift towards streaming services presents a substantial opportunity for programmatic advertising, allowing targeted ads to replace traditional broad-reaching advertisements [4]. - The Trade Desk's long-term growth potential remains strong, with expectations to capture a significant market share despite current valuation concerns [9][10]. Investment Perspective - The current stock price presents a rare buying opportunity, as The Trade Desk has lost its premium valuation, making it more attractive for long-term investors [8][10]. - A forward earnings valuation of 30 times is considered a better price compared to previous months, suggesting potential for growth into this valuation [9].

Core Insights - February 2025 saw a decline in the Nasdaq-100 by nearly 3%, with significant losses for two specific stocks, The Trade Desk and Tesla, raising questions about their future performance [1] Group 1: Company Performance - The Trade Desk was the worst performer, experiencing a nearly 41% drop after missing its revenue target and having a P/E ratio exceeding 150 [2] - Tesla followed as the second worst performer, with a monthly loss of just under 28%, attributed to a revenue decline despite higher sales volumes and concerns regarding CEO Elon Musk's distractions [2][3] Group 2: Valuation and Future Outlook - The Trade Desk's P/E ratio has decreased to 71 post-revenue miss, potentially alleviating some valuation concerns [4] - Tesla's P/E ratio started February at just under 200 but has since dropped to 114, indicating a need for the company to deliver significant advancements or boost vehicle sales to regain investor confidence [5] - Both companies are considered leaders in their respective industries, and improved execution could present a buying opportunity for investors [6]

Group 1: Market Overview - The stock market is currently in a correction phase, leading to investor pessimism due to uncertainties surrounding tariffs [1] - Despite market concerns, there are multiple stocks poised for significant growth before the end of 2025 [1] Group 2: Key Stocks for Investment - Nvidia, Taiwan Semiconductor Manufacturing (TSMC), Alphabet, Advanced Micro Devices (AMD), and The Trade Desk are identified as excellent buying opportunities [2] - Nvidia is expected to experience substantial growth, with Q1 revenue projected to increase by around 65% [4] - AMD's data center revenue rose 69% year-over-year in Q4, with a total revenue of $3.9 billion, while its stock trades at 22 times forward earnings [5][6] Group 3: AI and Semiconductor Industry - Nvidia, AMD, and TSMC are direct beneficiaries of the AI arms race, with AI spending expected to remain robust despite market uncertainties [3] - TSMC anticipates AI-related revenue growth at a 45% compounded annual growth rate (CAGR) over the next five years, with overall growth nearing 20% [8] - TSMC's stock is trading at 19 times forward earnings, making it an attractive investment opportunity [9] Group 4: Alphabet and The Trade Desk - Alphabet's Google product suite is essential for advertisers, providing stability during economic downturns, with Google Cloud revenue rising 30% in Q4 [10] - Alphabet's stock is trading for less than 18 times forward earnings, presenting a significant buying opportunity [11][12] - The Trade Desk has faced challenges but still has a strong long-term growth trajectory, especially in connected TV advertising [13][14]

Core Viewpoint - A class action securities lawsuit has been filed against The Trade Desk, Inc. for alleged securities fraud affecting investors between May 9, 2024, and February 12, 2025 [1] Group 1: Allegations and Impact - The lawsuit claims that The Trade Desk faced significant execution challenges in rolling out its AI forecasting tool, Kokai, which included transitioning clients from the older platform, Solimar [2] - These execution challenges reportedly delayed the Kokai rollout, negatively impacting the company's business operations and revenue growth [2] - As a result, the positive statements made by the defendants regarding the company's business and prospects were allegedly materially false and misleading [2] Group 2: Legal Process and Participation - Investors who suffered losses during the specified timeframe have until April 21, 2025, to request to be appointed as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [3] - Class members may be entitled to compensation without any out-of-pocket costs or fees, with no obligation to participate [3] Group 3: Firm Background - Levi & Korsinsky, LLP has a history of securing hundreds of millions of dollars for shareholders and is recognized as one of the top securities litigation firms in the United States [4]

Core Viewpoint - Securities class action lawsuits have been filed against The Trade Desk, Inc. for allegedly making materially false and misleading statements regarding its business operations and the rollout of its new platform, Kokai, during the specified class period from May 9, 2024, to February 12, 2025 [1][2]. Group 1: Allegations Against The Trade Desk - Defendants are accused of failing to disclose significant execution challenges related to the Kokai rollout, which involved transitioning clients from the older platform, Solimar [2]. - The execution challenges reportedly delayed the Kokai rollout and negatively impacted the company's business and revenue growth [2]. - Positive statements made by the defendants about the company's operations and prospects are claimed to be materially misleading and lacking a reasonable basis [2]. Group 2: Lead Plaintiff Process - Investors in The Trade Desk have until April 21, 2025, to seek appointment as lead plaintiff representatives in the class action [3]. - The lead plaintiff will represent all class members and select counsel to direct the litigation [3]. - Participation as a lead plaintiff does not affect the ability of other investors to share in any recovery from the lawsuit [3]. Group 3: Law Firm Information - Kessler Topaz Meltzer & Check, LLP is handling the class action and encourages affected investors to contact them for more information [4]. - The firm has a reputation for prosecuting class actions and has recovered billions for victims of corporate misconduct [4].