TTD
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TTD Analysis Summary
The Trade Desk, Inc. (TTD) operates in Layer 4: Cloud & Compute Platforms, in the Hyperscale Cloud sub-sector. With a $12.2B market cap and 66% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bullish with none conviction, driven primarily by quarterly factors. Sign in to see the full signal breakdown and component attribution.
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Analysis as of Mar 7, 2026 08:03 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Mar 7, 2026 08:03 UTC (22.7h ago)
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Signal Snapshot
Current model view is bullish with none conviction. Based on the latest quarterly run.
Primary driver appears to be quarterly factors for this ticker.
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Latest Recommendation (Guest Preview)
Low bearish on The Trade Desk, Inc. (Cloud & Compute Platforms, 66% AI revenue). Signal: -0.22.
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Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
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Fundamentals & Characteristics
- Market Cap
- $12,194M (12.2B)
- Avg Daily Volume
- $338.7M
- AI Revenue %
- 66%
- Liquid Options
- Yes
- Layer
- 4 — Cloud & Compute Platforms
- Sub-Sector
- Hyperscale Cloud
- Mega Cap
- No
Latest Signal Snapshot
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TTD FAQ
What does The Trade Desk, Inc. do in AI?
The Trade Desk, Inc. (TTD) operates in the Cloud & Compute Platforms layer of the AI supply chain, in the Hyperscale Cloud sub-sector.
Is TTD a buy or sell?
Full signal analysis for TTD is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is TTD in?
TTD is in Layer 4: Cloud & Compute Platforms. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is The Trade Desk, Inc.'s AI revenue exposure?
The Trade Desk, Inc. derives approximately 66% of its revenue from AI-related activities. It has a market capitalization of $12.2B and sits in the midstream tier of the AI supply chain.
Who are TTD's AI supply chain partners?
TTD does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.