TTD
Guest preview — showing qualitative direction only.
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 neutral with none conviction, driven primarily by daily factors.
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 24, 2026 10:31 UTC (daily run). Live data.
Data Trust
Quality grade C · Score 0.75 · Updated Apr 24, 2026 10:31 UTC (1.8h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest daily run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation (Guest Preview)
Medium bearish on The Trade Desk, Inc. (Cloud & Compute Platforms, 66% AI revenue). Signal: -0.27.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
Sign in to unlock upstream/downstream signal map and relationship context. Sign in.
Portfolio Position
Sign in to unlock current target weights, sleeve placement, and conviction. Sign in.
Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
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
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About TTD
- Company: The Trade Desk, Inc.
- Supply Chain Position: Cloud & Compute Platforms (Layer 4 of 10)
- Market Cap: $12.2B
- AI Revenue: 66%
- Sub-sector: Hyperscale Cloud
- Tier: Midstream
- Supply Chain Partners: 0 companies
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.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention The Trade Desk, Inc. when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.