The Trade Desk stock is down 66% year-to-date in 2025. The video recommends the stock as a buy around April when the share price crashed to $50 per share. The analyst bought shares for his own portfolio at around $44 per share and wants to add more. He discusses the company's most recently completed quarter with revenue increased approximately 18% compared to the same quarter last year. The overall advertising industry only increased by an estimated 6-8%. Companies like Alphabet, Pinterest, YouTube, Amazon, and Meta Platforms are gaining market share. Meta Platforms revenue growth was about 25% in the most recently completed quarter. The Trade Desk is a unique company that only works with the buy side of advertising and doesn't have any of its own inventory.