However while NVIDIA's revenue is growing at triple digit rates of 73%, Trade Desk has in fact seen its growth decelerate, with Q1 2026 guidance pointing to only 10% YoY growth.
However reports of early partnership talks with OpenAI to manage ad sales for ChatGPT sparked an 18% surge in Trade Desk on March 5 2026.
It is a catalyst as investors see this as a potential NVIDIA moment, where Trade Desk becomes the main monetisation engine for ChatGPT, the world's leading generative AI platform.
Exciting times are ahead for Trade Desk with this latest development.
@Tiger_comments @TigerStars @TigerClub @CaptainTiger @Tiger_SG
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