TTD Hit - Walmart is a 5 to 10% customer (Patreon)

Whole reason is Amazon is undercutting them...

"Your margin is our opportunity" - Amazon is using its first-party purchase data to build a programmatic ad platform that's eating The Trade Desk's lunch. It's strategically undercutting $TTD by charging a take rate as low as 1% compared to TTD's 7%.

I remain hedged and in the 3 legged stool. TTD need to figure something out. AMZN is a lethal weapon!