Aug 8 Markets end week on a high - Earnings keep delivering well

$TTD $DDOG

Market

“Meta, Google and Amazon are increasing the lead on ad market, with Pinterest and Snap being the primary losers. If Twitter/X were public they’d be a loser too in earnings. The AI vs Non AI depth is starting to show up in revenues” 😊 😋

Markets were solid ending the week.

In a market where most companies are delivering stronger than expected earnings for the quarter and raising guidance, The Trade Desk $TTD ( ▲ 0.96% ) delivered a decent quarter, but “concerns about tariffs”, “CFO departure” and “Competition from Amazon” were reasons for a bad quarter end and a 40% drop on the stock.

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Insights from the portfolio

Video of the day

Today’s video is on Datadog $DDOG ( ▲ 1.52% ) the monitoring software company.

Deep dive of the day

Good setups for swing