[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kaushik [@BigBullCap](/creator/twitter/BigBullCap) on x 102.4K followers Created: 2025-07-22 12:49:33 UTC STIFEL on $TTD We would also own TTD into the print and expect upside to 2Q numbers and a slightly better guide. Agency commentary around Kokai adoption and support was largely positive, and commentary around threats from Amazon's DSP were minimal (advertisers more focused on take rate net of total media, not just tech fees, and it's unlikely many nonendemic AMZN brands will look to switch). PT $XX XXXXX engagements  **Related Topics** [amzn](/topic/amzn) [adoption](/topic/adoption) [$ttd](/topic/$ttd) [trade desk inc](/topic/trade-desk-inc) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/BigBullCap/status/1947640156464554385)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Kaushik @BigBullCap on x 102.4K followers
Created: 2025-07-22 12:49:33 UTC
STIFEL on $TTD
We would also own TTD into the print and expect upside to 2Q numbers and a slightly better guide. Agency commentary around Kokai adoption and support was largely positive, and commentary around threats from Amazon's DSP were minimal (advertisers more focused on take rate net of total media, not just tech fees, and it's unlikely many nonendemic AMZN brands will look to switch). PT $XX
XXXXX engagements
Related Topics amzn adoption $ttd trade desk inc stocks technology