Market Overview - The Nasdaq Composite has experienced a decline of approximately 13% in less than a month, which is a common occurrence with 10% market corrections happening roughly every two years [1][2] The Trade Desk - The Trade Desk's stock has fallen 53% from its 2025 highs, contrasting with major competitors like Meta Platforms and Amazon [3][5] - The company connects ad agencies with publishers, providing an independent alternative to larger platforms, which has contributed to its significant growth since 2016 [4][5] - Despite a recent earnings report that did not meet expectations, leading to a significant drop in stock value, the company is transitioning to a new AI-powered platform, Kokai, which may temporarily affect growth [5][6] - The Trade Desk's sales growth of 22% in Q4 2024, although below expectations, still outpaced the global advertising industry's growth rate [6][8] - The company holds a small market share of about 1% in the $1 trillion global advertising industry, indicating substantial growth potential [8] - Megatrends in connected television, premium video, and international expansion could drive The Trade Desk's stock back to new highs [9] Wingstop - Wingstop's stock has decreased by 31% from its 2025 highs, despite achieving its 21st consecutive year of same-store sales growth [10][11] - The market reacted negatively to a slight miss in sales expectations, reducing Wingstop's market capitalization from $9 billion to $6 billion [11][12] - The company is viewed as a strong buy due to its growth potential, with plans to quadruple its store count from the current 2,550 locations [13][14] - Wingstop's store count grew by 16% in 2024, with similar growth expected in 2025, alongside mid- to high-single-digit same-store sales increases [14][15] - The company's dividend yield has increased significantly over the past seven years, making it an attractive investment opportunity [15]

Group 1: The Trade Desk - The Trade Desk operates the largest independent demand-side platform (DSP) for digital ads, allowing advertisers to purchase ad space across various platforms [3] - Recent growth has been driven by connected TV (CTV) ads on ad-supported streaming platforms, utilizing first-party data and AI-driven tools [4] - Analysts expect revenue to grow at a CAGR of 19% and adjusted EBITDA to rise at a CAGR of 20% from 2024 to 2027, with an enterprise value of $29.9 billion [5] Group 2: Super Micro Computer - Super Micro Computer specializes in servers for enterprise and data center customers, focusing on high-growth AI servers through a partnership with Nvidia [6] - Revenue surged at a CAGR of 61% from fiscal 2021 to fiscal 2024, but faced setbacks including delayed reports and regulatory scrutiny [7][8] - Analysts project revenue and EPS growth at a CAGR of 36% and 18%, respectively, from fiscal 2024 to fiscal 2027, with the stock trading at 11 times next year's earnings [9] Group 3: Palo Alto Networks - Palo Alto Networks is a leading cybersecurity company with three main ecosystems: Strata, Prisma, and Cortex, focusing on next-gen security services [10] - The company's scale and diversification provide a competitive advantage, with revenue expected to grow at a CAGR of 15% from fiscal 2024 to fiscal 2027 [12] - Despite a high valuation at 91 times next year's GAAP EPS, the company is expected to remain a key player in the cybersecurity sector [13]

When a proven, top-performing company sees its stock fall by a large amount, it could be an opportunity. After all, Warren Buffett once said, "The best thing that happens to us is when a great company gets into temporary trouble. [...] We want to buy them when they're on the operating table."In that light, The Trade Desk (TTD -4.48%) may offer such as opportunity today. The company missed expectations for the first time in its eight years as a public company on its Q4 2024 earnings report. Having grown accu ...