Following a sharp drop in shares of The Trade Desk (TTD) last week, investor Cathie Wood doubled down on her position by buying over 738,000 shares of the advertising company. This follows similar purchases made by ARK ETFs in recent months, further highlighting a growing belief in the long-term potential of the DSP platform despite recent market fluctuations. The Trade Desk, operating as a real-time bidding platform for ad placements across various digital channels, has seen its stock price plummet, mirroring an earlier February sell-off. 2024 marked a record year for TTD revenue, with Q2 2025 exceeding expectations for the company’s earnings. This surge in profitability led to the rekindling of interest from Cathie Wood and her investment firm ARK ETFs, who see the DSP’s potential as a long-term investment opportunity. However, some analysts are less bullish, citing competition from giants like Amazon Ads and Google Marketing Platform, among others, and pointing to the recent downgrade by Jefferies and Bank of America Securities. Despite this mixed outlook, The Trade Desk remains a profitable company with increasing global advertising opportunities. With a projected $1 trillion total advertising market size for connected TV in the foreseeable future, some experts believe that TTD’s valuation presents an opportunity for investors looking to capitalize on the rising demand for digital advertising.