Core Viewpoint - The Trade Desk has significantly underperformed in 2025, while SanDisk has shown strong performance post-spinoff, presenting investors with a dilemma between investing in a recovering stock or one with ongoing momentum [3][7]. Group 1: The Trade Desk - The Trade Desk's stock has declined over 65% in the past year, indicating a severe downturn for a company previously viewed as a long-term winner in digital advertising [4]. - The persistent sell-off has led to eroding sentiment, with attempts at recovery being met with further selling pressure [4]. - Current fundamentals remain decent, and the stock's valuation is at its most attractive level in a long time, suggesting potential for recovery [5]. - Recent analyst updates from Jefferies and Wedbush recommend caution, assigning Hold ratings with price targets around $40, indicating the stock may be undervalued at its current trading price of approximately $38 [6]. Group 2: SanDisk - SanDisk has emerged as one of the standout winners in the market following its spinoff from Western Digital, showcasing a strong post-spinoff rally [3][7]. - The performance of SanDisk is driven by powerful momentum and sustained demand, contrasting sharply with The Trade Desk's situation [7].