The weaknesses of The Trade Desk include intense competition from tech giants like Google and Amazon, a reliance on advertising agencies for a significant portion of its business, and concerns over its AI platform, Kokai, which has faced user and investor dissatisfaction with its interface and functionality. Additionally, macroeconomic uncertainty, deceleration in revenue growth, and high valuation multiples have put pressure on its stock price.
據說是AI平台Kokai不太行,拚不過那些巨無霸
所有跟帖:
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感覺ROKU的潛力大一些
-TexasSherry-
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11/08/2025 postreply
09:05:34
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哈!這隻股票是因為先生當初特喜歡ROKU,翻來覆去和我說它
-曉炎-
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11/08/2025 postreply
09:13:11
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哦!太謝謝你了,如果是這樣,即使現在的財報數據都不錯,
-曉炎-
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11/08/2025 postreply
09:07:15
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IREN moats 我昨天回複了關於電力供應的方麵
-TexasSherry-
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11/08/2025 postreply
09:26:01
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另外,我看他們ROLLOUT這個平台是強製用戶切換
-TexasSherry-
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11/08/2025 postreply
09:14:50
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這點太重要了!前兩天看DUOLINGO的CEO的一段采訪,雖然DUOL
-曉炎-
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11/08/2025 postreply
09:24:41