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With Microsoft, Alphabet and Amazon increasing their data center spending should bold well for Nvidia. Intel’s data center business down due to AI spending (they don’t have solution). Will be curious to see AMD’s results in data center, I would guess it will be down.
BTIG upgrade Friday
“The Trade Desk stock rises after BTIG upgrades on improving fundamental setup
The Trade Desk's (NASDAQ:TTD) stock rose more than 5% on Friday after BTIG upgraded the shares to Buy from Neutral with a $103 price target as the analysts see an improving fundamental setup which may lead to stronger results this year, and faster growth with margin improvement in future periods.
BTIG analysts noted that they started coverage of Trade Desk earlier this year with a favorable view of their position in the market, but were worried that consensus expectations for 2023 could be too aggressive in a recovering and otherwise low-visibility ad market.
However, since then, the analysts said that their view of the fundamental setup has reverse completely. Checks have suggests the programmatic market growing at a pace of 20% to 25% per year, due to sustained shifts of advertising dollars toward lower funnel digital formats, and a higher proportion of that digital ad spend ex-search/social being automated.
The analysts added that since The Trade Desk already has a strong foothold in the connected TV and Retail Media segments of that programmatic market, and feedback indicate their platform is becoming an increasingly attractive alternative to DV360, they view room for the company to meet or surpass the high end of that market growth range.
In addition, the analysts noted that valuation is tricky with Trade Desk, and they chose to evaluate the business with a shorthand discounted cash flow, excluding the benefit of executive stock-based compensation packages. That system of evaluation, in the analysts' view, gives them credit for the stickiness of client relationships, competitive advantages, and room to maintain healthy rates of growth through programmatic market expansion or additional down-market client base expansion (most likely helped by Kokai/AI).”
We weathered the bleed off the Nasdaq 100 repositioning. Earnings August 9th should be run up to it if market stays good
Meta google Roku all had good ad sales so TTD should kick butt
You know Grouse I don’t like using the ignore button personally but the next arrow works perfectly.
Remember Delfin urged the commission last year to expedite their decision which was in November. Delfin has a lot more powder this time but I doubt they care. Doesn’t matter October, November Delfin is loading the bases, it is the best it has ever been in 5 plus years.
Hey North not a member can you cut and paste thx
Just to play devils advocate here what would drive the FERC to do any favors for Delfin. They could be thinking you came here last year with guns a blazing. What are you stupid you just like going through pain or what. It’s not like they are Exxon. This is a federal agency where coffee drinkers are abound. I’m just jabbing you of course they’ll get it, I remember last year after they got it I said to myself, there’s no way they’re going through that again.
It is very positive news and will probably pull Dave79 and Senor out of the woodwork.
As it was last year but still didn’t come until November (if memory serves me) and as last year Delfin will not FID until FERC rules. Wait they didn’t FID even after they got it.
Remember a month or so ago one of the articles mentioned October FID and the others quoted 2Q. I guess they new Delfin had to go through FERC again. Let’s hope they don’t know about the boy that cried wolf.
They asked the same thing last year and probably year before can’t remember it will be November/December book it Dano
Well that’s the nail in the coffin for end of year FID at best.
Don’t even mention that name around Jab :)
Nice…… those fans are the worst!!
Hey Chen if you think I’m insulting people I don’t want that need to bite my upper lip more often NP case closed
Remove the batteries from the energizer bunny
This just in Delfin is using its breakthrough in AI with the FERC. Delfin’s new form advances the date one year in required fields once the send button is used. However it is not determined if the FERC has enough GPU’s to handle Delfin’s LLM. If not they will have a hard time expediting it through the Sunshine Meeting. Source: Mr. Relevant
August 23rd is earnings hopefully they beat earnings, you don’t say 11 billion and just meet it. Next Q guidance will also be key but Colette is Queen at that, FOMO will take over
What would a company be acquiring I mean what do they have left to offer
Do you think this ticker as a shell company could be very valuable for another company to reverse merger into it
I’m just wondering do you read these before you post?
Well Nola where have you been! I have probably not been a good poster child as of lately. The board has been a bit chippy, X jumped all over Jab. I mean that for sure isn’t unusual for X but to Jab a little surprising. I think I will look at the moon tonight to see if it is still there.
I’m not sure what you mean as far as relevant….. relevant to what this thread. No …… I don’t dig for things enough people here that are good at that but has Delfin RM’ed into TGLO because of anything posted no. It is good reading the posts though right. I posted earlier about the compressor station and the gas getting there, evidently just floats 40 miles. We’ve been getting a FERC certification for 5 years for something. Let’s just talk about the same things over and over again with a twist here and a twist there. It doesn’t matter I need to get off your case you have the right to post whatever you want. We all want the same thing FID and RM. GL
Aren’t you a relative newbie?
Well you have to love this board no one is off limits
Earlier there was talk of maybe not needing a compressor station. In early years I remember GE in the mix of the project with their LM2500 engines . I don’t know what a compressor station does but just in the name maybe the LM2500’s would compress the natural gas and push/ flow the gas through 40 miles of pipe to our new FLNG. I’m sure it would be more technical than that, but just a guess
Jab last year the board was thinking there was no way Delfin would FID before getting FERC approval. Is there any reason we shouldn’t feel the same. If so FERC takes it’s sweet time, could be a end of year FID
Mankind you have been around for a while I would think you are already loaded and locked. If you’re not I believe you are intelligent enough not to have someone telling you that you need too. I don’t want to call anyone out, I just end up deleted and probably for good reason. This volume is retail from IHub, Reddit and whatever else. The real volume will come when RM. They say the older you get the less change you like, I guess maybe I’m there. Let this RM with millionaires to make, already there but not from pennies. GL
Nice post, it is a free country I think anyone can post here. You know there are so many OG that do the DD have for years when something comes out they dig in go here, go there get info and share their knowledge with the thread (I can’t do that never claim too) it is great and I personally appreciate what they do. My thing (I’m sure people are tired of) is Delfin and TGLO in same sentence until then everything is noise although mostly good noise. I see as a problem someone has to constantly post after post the same old DD this way that way every way (like a policeman asking the same question 20 different ways). They feel like it is their duty to get more TGLO investors with again post after post. Someone who needs convincing to invest from a thread probably shouldn’t invest. Sorry my 2 cents
Index funds will be buying the amount of shares their required to, I don’t know the timeline they have
Grouse don’t get me wrong I want the RM like everyone else but what had me thinking about it is Berkshire sniffing around. It is not like the CEO & COO have been relishing in stock options all those years. They probably have some TGLO but so far so what. Need FID & RM
Hey Jab do you think there is good follow up with volume only approx, 18,000 yesterday after the news and then today mostly at the end of the day. It just seems like if people new about this possible RM we would get more volume and buying. I may be wrong sure wouldn't be the first time.
Well one thing is predictable when there is an event for Delfin buying occurs with those that know the Delfin/TGLO connection, then back to normal. I would guess even with the FID, TGLO will react the same way only the RM will be the money shot. That is if Delfin doesn’t get purchased outright, that is a biggest risk at this point.
Why wouldn’t the stock become a shell company and could be sold to another company that wants to go public with a Reverse Merger into the stock. This is a much cheaper way than IPO
They are being added to the Nasdaq 100
The best kind
Well that is one way of thinking about it
Yesterday very good day I haven’t been able to scrap up any reason for it as far as news
Still no Delfin and TGLO in the same sentence. No ticky no washy