Core Insights - The Trade Desk, Inc. (TTD) has not met expectations regarding its independent Demand-Side Platform (DSP) story, particularly with Kokai/OpenPath not contributing positively to its FQ2'25 performance [1] Group 1: Company Performance - The performance of The Trade Desk in FQ2'25 has been under scrutiny, with specific reference to the lack of accretive impact from Kokai/OpenPath [1] Group 2: Analyst Perspective - The analysis aims to provide contrasting views on investment opportunities based on the analyst's extensive experience and insights [1]