

Cyclical Stocks Cycle
11 snips Feb 13, 2025
Alicia Alfiere, an investment analyst known for her deep insights into tech stocks, discusses The Trade Desk’s surprising earnings miss and its implications for digital advertising. She also highlights Robinhood's strong performance and how it reflects retail investing trends, along with the unique responses of restaurants to egg shortages. Sanmeet Deo, a Motley Fool analyst, explores Celsius's rebranding efforts and what it needs to recover and thrive, shedding light on the volatile beverage market and consumer preferences.
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Trade Desk's Stock Performance
- The Trade Desk's stock took a hit because of high expectations and valuation.
- Any bump in the road will impact the stock price significantly.
Trade Desk's Earnings Miss
- The Trade Desk CEO, Jeff Green, used a sports metaphor to explain the company's first miss in 33 quarters.
- He likened it to turning the ball over too many times in a game.
Long-Term Investing
- Long-term investors should focus on the long-term performance of a company.
- One quarter doesn't determine the overall success or failure of an investment.