Jim Cramer’s Thoughts on Liberation Day, Tariffs, and 17 Stocks to Watch Right Now

9. The Trade Desk, Inc. (NASDAQ:TTD)

Number of Hedge Fund Holders: 63

A caller asked Jim Cramer whether The Trade Desk, Inc. (NASDAQ:TTD) was worth buying after the stock had been under pressure. Here are Cramer’s thoughts:

“I kept thinking that Jeff Green is going to make a comeback. He’s got a new system he’s pushing in. And I’m going to say this. I’m going to go there. I think at $57, I’m going to go all-in that Jeff Green’s got these problems fixed. I am out there. I want Jeff to come on the show, but I am saying at this level, I am with Jeff Green. I am with Trade Desk.”

As a leading player in programmatic advertising, The Trade Desk is poised to benefit from the shift away from third-party cookies and increasing adoption of CTV (Connected TV) ad solutions.

Rowan Street Capital stated the following regarding The Trade Desk, Inc. (NASDAQ:TTD) in its 2024 year-end investor letter:

“The Trade Desk has been our most successful investment to date. March 2025 will mark five years since we opportunistically initiated our position at a cost basis of $17.40 (split-adjusted). Since then, TTD has appreciated more than sevenfold, delivering an annualized return of approximately 54%.”