Trade Desk (NASDAQ: TTD ) was a welcome addition to my portfolio last week. The recent decline in the stock has led me to conclude that the price is very attractive.I'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the company has the following characteristics:1. Companies that are growing in both revenue, earnings and free cash flow.2. Compani ...

Core Insights - The article discusses the importance of identifying companies with defensible competitive advantages and business models that can generate significant operational leverage [1] Group 1: Investment Strategy - The SHU Growth Portfolio service focuses on small, high-growth potential stocks, providing a portfolio and watchlist for investors [2] - The Trade Desk (NASDAQ: TTD) is highlighted as a previously successful investment, although it has recently faced challenges [2] - The service includes buy alerts, market updates, and a chat room for community engagement [2] Group 2: Analyst Background - The analyst behind the SHU Growth Portfolio has over 30 years of experience in financial markets and aims to find small companies with multi-bagger potential while managing risks [2]

Group 1 - Criteo S.A. (CRTO) has experienced a significant downtrend, with a stock decline of 21.2% over the past four weeks due to excessive selling pressure [1] - The stock is currently in oversold territory, indicated by an RSI reading of 29.99, suggesting that the heavy selling may be exhausting itself and a rebound could occur [5] - Wall Street analysts are optimistic about CRTO's earnings potential, with a consensus EPS estimate increase of 1.3% over the last 30 days, indicating a potential for price appreciation [7] Group 2 - CRTO holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the likelihood of a near-term turnaround [8]

Core Viewpoint - Market volatility presents an opportunity for long-term investors to acquire undervalued growth stocks, particularly in the context of companies like Meta Platforms and The Trade Desk Group 1: Meta Platforms - Meta Platforms is experiencing strong growth driven by investments in artificial intelligence (AI), trading at a reasonable 24 times earnings [2][4] - The company has over 700 million monthly active users engaging with its Meta AI assistant, with expectations to reach 1 billion by 2025 [3] - In the previous year, Meta earned $62 billion in net income on $164 billion in revenue, reflecting a 22% growth in the top line [4] - Analysts project a 16% annualized earnings growth for Meta in the coming years, suggesting potential returns for current investors [5] Group 2: The Trade Desk - The Trade Desk is a leading digital ad-buying platform benefiting from a growing digital advertising market valued at $800 billion [6] - Despite a recent revenue miss, the company's competitive position remains strong, presenting a buying opportunity for investors [6] - The Trade Desk's revenue grew 26% to $2.4 billion in 2024, with a profit margin of 16% [8] - The connected TV ad market, projected to reach $46 billion by 2026, represents a significant growth opportunity for The Trade Desk [8] - Analysts expect revenue growth of 18% this year, with the current share price around $50 seen as a bargain [9]

Core Viewpoint - The Trade Desk, Inc. is facing a class action lawsuit due to disappointing financial results and operational challenges, leading to significant stock price decline [1][3][5]. Financial Performance - For the fourth quarter and full year of 2024, Trade Desk reported revenue of $741 million, which was below the previously issued guidance of "at least" $756 million [3]. - Following the earnings announcement, Trade Desk's stock price dropped by $40.31, or 32.98%, closing at $81.92 per share on February 13, 2025 [5]. Operational Challenges - The company disclosed that its digital advertising platform, Kokai, experienced a slower rollout than anticipated, attributed to a cautious approach to understanding customer needs [4]. - Trade Desk acknowledged "a series of small execution missteps" and underwent the "largest reorganization in company history" to address these operational challenges [4].

Group 1 - INEO Tech Corp. received a requisition for a general meeting of shareholders on April 8, 2025, delivered by legal counsel for COENDA Investments Holding Corp. [1][2] - The purpose of the proposed meeting is to effect changes to the Board of Directors, in accordance with section 167 of the Business Corporations Act (British Columbia) [2] - The Company is currently reviewing the requisition to ensure compliance with the Act and will respond within the required timeframe [3] Group 2 - INEO Tech Corp. operates the INEO Media Network, which provides digital advertising and analytics solutions for retailers, utilizing patented technology that integrates digital screens with theft detection sensor gates [5] - The Company's cloud-based platform employs IoT and AI technology to deliver customized digital advertising based on customer demographics at each retail location [5] - INEO is headquartered in Surrey, Canada, and is publicly traded on the TSX-Venture Exchange and OTCQB-Venture Market under the symbols "INEO" and "INEOF," respectively [5]

NEW YORK, April 11, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in AppLovin Corporation ("AppLovin" or the "Company") (NASDAQ: APP) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of AppLovin investors who were adversely affected by alleged securities fraud between May 10, 2023 and February 25, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/applovin-corporation-lawsuit ...

Core Insights - The stock market is experiencing volatility, presenting opportunities to invest in growing companies at lower valuations [1] - Artificial intelligence (AI) is expected to significantly transform business operations, making investments in top AI stocks a strategic move [2] Group 1: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the world's leading third-party chipmaker, controlling 67% of the global foundry market, and is well-positioned for long-term growth [4][5] - The company reported a net profit of $36 billion on $90 billion in revenue last year, indicating strong profitability [4] - Despite cyclical trends in the chip industry, TSMC's revenue has more than doubled over the last five years, with a 37% year-over-year growth in Q4 2024 [5][6] - TSMC plans to invest $165 billion to expand its manufacturing capacity in the U.S., reflecting confidence in future growth [7] - The stock trades at a forward price-to-earnings multiple of 16, with expected earnings growth of 32% annually over the next several years [8] Group 2: Alphabet (Google) - Alphabet generates 75% of its revenue from digital advertising, totaling $350 billion last year, and is leveraging AI to enhance its advertising and cloud computing businesses [9] - The company experienced a 14% revenue growth in 2024, driven by new AI features that increased user engagement with Google Search [11] - Google Cloud, with a 12% market share, saw a 30% year-over-year revenue surge in Q4, fueled by demand for enterprise AI services [12] - Alphabet plans to invest $75 billion in capital expenditures in 2025 to expand its technology infrastructure [13] - The stock is attractively valued at a forward P/E of 16, with projected earnings growth of 16% annually in the coming years [14]

Core Viewpoint - A class action lawsuit has been filed against AppLovin Corporation for allegedly manipulating advertising data and inflating financial figures during the Class Period from May 10, 2023, to February 25, 2025 [1][3][4] Group 1: Lawsuit Details - The lawsuit is filed in the U.S. District Court for the Northern District of California on behalf of investors who acquired AppLovin securities during the specified Class Period [1] - Investors have until May 5, 2025, to apply to be appointed as lead plaintiff in the lawsuit [1] Group 2: Allegations Against AppLovin - Reports from Fuzzy Panda Research and Culper Research allege that AppLovin engaged in reverse engineering and exploitation of advertising data from Meta Platforms [3] - The company is accused of using manipulative practices to artificially inflate ad click-through and app download rates, including self-clicking ads and forced shadow downloads [3] - Following these allegations, AppLovin's share price dropped by $46.06, or approximately 12%, from $377.06 to $331.00 on February 26, 2025 [3] Group 3: Company Performance Claims - The complaint alleges that AppLovin provided misleading information regarding its financial growth and stability, particularly related to the launch of its AXON 2.0 digital ad platform and the use of AI technologies [4] - The company claimed to be enhancing the efficiency of matching advertisements to mobile games and expanding into web-based marketing and e-commerce [4]

Group 1 - The digital advertising industry is facing potential headwinds due to the current trade climate and Liberation Day tariffs [1] - Advertisers are experiencing a bleak outlook as global trade conditions worsen [1] - The article highlights the importance of understanding the impact of external factors on industry performance [1] Group 2 - The analyst, Uttam, specializes in technology sector research, focusing on semiconductors, artificial intelligence, and cloud software [1] - Uttam has a background in leading teams at major technology firms like Apple and Google [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is frequently cited by prominent publications [1]