The video analyzes The Trade Desk (TTD) stock, noting it has been underperforming due to increasing competition, but its recent performance is strong. In Q3, TTD reported revenue of $739 million, up 18% year-over-year. Excluding political spend, revenue would have increased 22% year-over-year. TTD's adjusted EBITDA was approximately $317 million, representing 43% of revenue. CTV represented around 50% of the business in Q3 and is growing faster than the overall business. North America accounts for 87% of TTD's business. Strong growth is observed in medical health, automotive, and technology sectors. An intrinsic value of $65.66 is presented, while the current share price is at $38.83, close to its 52-week low. The risk is the competition from Amazon, and large market share companies in the advertising industry. It is also mentioned that on international segments that there is faster growing than in North America.