(8 minutes before close)
| | | | Don Kaufman here. | The Trade Desk (TTD) just had its worst day in company history. | | | | Shares cratered 39% Friday after earnings - the biggest single-day drop on record for this ad-tech darling. | Bank of America didn't just downgrade TTD... they double-downgraded it from Buy to Underperform. Slashed their price target from $130 to $55. | Wedbush capitulated too. Neutral from Outperform. $90 target down to $68. | The narrative? | Amazon's eating their lunch with aggressive DSP improvements. Disney integration. Roku partnerships. TTD's losing market share to the 800-pound gorilla. | But here's what really gets me... | Thursday, 3:52 PM - 8 minutes before market close: | While everyone was positioning for TTD earnings, someone stepped up and bought 2,488 contracts of $65 puts expiring Friday. | Paid $0.25 per contract. | That's a $62,200 bet on TTD collapsing below $65 in less than 24 hours. | Who spends $62K on what looks like a "lottery ticket"? | | | | Friday morning: | TTD opens in free fall. Closes at $54.23. | Those $0.25 puts hit $11+ during Friday's session. | $62K became $2.7 million. | 4,300% return overnight. | Look, I've been crushing earnings this quarter. ABNB for 202%. AAPL for 268%. When you hit bombs like that, you don't need to win every trade. | My goal is 1 out of 3. | I took a small loss on TTD - my bullish butterfly expired worthless for about $45. No big deal. | But here's what pisses me off... | If I'd been watching Brandon's surveillance console closer, I would have seen that $62K put buy 8 minutes before close. | That's not retail money. That's someone who knew what was coming. | In a market that's lost all sanity - where "impossible" moves happen weekly - you need every edge you can get. | Following the smart money isn't optional anymore. It's survival. | Click here to see how the surveillance console works | The footprints are always there. You just need to know where to look. | To your success, | Don Kaufman | | |
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