Should have bought onds too
Not chasing ONDS…that sucker will likely deflate hard. But god bless their longs.
Added:
Elva
Via
Hive
Idn
Gnss
Out of cash
In 14 stocks at moment, albeit most are tiny allocations.
That feels like a record amount…maybe not surpassed since 2017-2018?
Lets see how long each lasts.
Dreamer
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I remember when you owned it a year or so ago - pretty good call.
a weary traveler can pause and level an exhausted gaze out towards the endless horizon that is the graveyard of my woulda-coulda-shoulda stocks.
thru the mist leftover from so many tears of the deceased loved ones, the heavy weight of time dampens one’s mood, and as the traveler parches his thirst with meager drink, he stretches thru a gravity suddenly twice as strong, trudging onwards with the bitter aftertaste of regret, and the ghost of cheers that never came for his port.
- a Dreamer reflecting on his investment choices
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having said that…my new stocks, taken as a separate port segment, are down 2.5% today already.
damn the lot of them…damn them all to hell!
Dreamer ← just bought the 10-movie Planet of the Apes bundle the other day
If it makes you feel better - after looking at your new picks, I bought some IDN - a super micro but it looks like it could do well.
I liked it a lot.
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Sold PRME on 20% gain
Spread back into radx and rekr
So far , this port is somewhat flat , mainly due to the nuclear guys deciding to tank as a cohort.
This port is still doing better than Espr lately.That’s for sure.
Dreamer
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Been lax on my updates!
I sold most of those trial stocks over a week ago, and piled more into RADX. Right or wrong, looks like a lot of mid 2026 catalysts, and looking to lighten up after a pop above $8-10.
Just bought token amount of TTD under $30…wowza! They report 2/25, and apparently restated guidance when they announced termination of cfo after only 5 months on the job. Lets see if it goes lower before i commit bigger allocations. Will be a bit shocking if i can reacquire the shares i sold at $27.50 six years ago.
ESPR still has two big catalysts in ANDA settlements and US guideline updates, so remain upbeat that they can break $4 and, finally, move into the $5-6 range and beyond.
USAC is steady eddie…awaiting divvy announcement and ER, possibly Feb 17th.
Dreamer
3 Likes
Bought more TTD in the low 28’s!
Exciting.
I look forward to Jeff Green’s ER where he undoubtedly says “this is the most bullish i have ever been” and talks up CTV TAM and closed gardens collapsing.
Also - calling the bottom!*
Dreamer
*note: the luciddreamer stocks picks always go much lower, and higher, than he expects. Act accordingly.
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NOW may be next…watching.
Bought more TTD.
Chasing the falling knife…feels like the good ol days!
Got my average under $27.45, so officially in lower than my 2020 exit.
P/S under 4.5
I remember back in the day it was unknown and around 6.
In Saul stock heydays, most stocks were above 20 P/S and some in the 30-40 range.
This may wind up being a poor trade; perhaps TTD is kaput and dying.
I remember listening in airport to the Nov ER conf call and Jeff Green was his usual self. The challenge has always been they are a middle man, but if they provide value, as they do, the TAM remains huge in ad world.
A caveat would be an economic recession and market correction…ad stocks understandably hit hard.
But w contentious midterms, more streamers running ad supported tiers…this just feels oversold.
Notice I said “trade” and not investment. The real money was made here years ago. But i think a solid oppty for TTD to rebound to $40 within 3-6-12 months, for a 50% gain.
They were at 40 about 2.5 months ago.
Good luck all!
Dreamer
5 Likes
USAC hitting $27 today and i started buying around high $22’s, and already got a divvy distribution to boot.
Will have to decide on pocketing gains or letting it ride. At some point, it will have a pullback. Can it make it to $29-30 first?
TTD showed life yesterday and gave it back today. Feels bottom-ish though.
ESPR feels as if news cycle imminent, with US guideline updates and ER in the next 3-4 weeks. Cynics would also point to March 14th for annual option grants for execs. Sandbagging until then? Why that would be unethical!!!
RADX may be sideways another Q, but expect a news triggered pop by mid year on study result updates.
Dreamer
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TTD reports after bell today.
CEO Jeff Green always has had very long and detailed conf calls. This will be a big one. They reaffirmed guidance when announcing their CFO change, so i dont expect major surprises on the Q numbers, but rather market is looking to hear about the AI threat that has beaten down the adtech sector. So forward-looking guidance and color is key.
Stock at a 6-7 year low. Heck of a beatdown for a growing company. So is it already at a bottom, or will a drop after ER signify a bottom, or has TTD business model truly been disrupted and this is beginning of the end.
I find latter hard to believe. So much of chatgpt and grok and gemini are overhyped and constantly inaccurate and full of hallucinations. Granted chat genAI models are necessarily same as AI used in place of adtech, but more and more it feels like human-enhanced/controlled/supervised AI is the future for enterprises.
AI is just another enterprise app.
We will see how Green does this afternoon!
ESPR announced ER date is March 10th. So not expecting good numbers there as they sort of preannounced earlier. Q1 practically over and they will be chatting on Q4 and, hopefully, color on 2026 expectations for: tech transfer cost savings with DSE, US guidelines updates, 2040 vision plan/ANDA settlement updates, kidney drug candidate launch, and profitability timeline.
Dreamer
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correction…I have no idea what day it is, apparently, let alone the date.
TTD ER is tomorrow.
as you were,
Dreamer
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Brutal.
TTD down 15% in AH, and Green hasn’t even spoken yet.
This is now at April 2019 levels…almost 7 years of gains wiped away.
From what I can tell, I believe they actually beat on Rev and EPS.
Their Q126 forecast is only for 10% y/y growth, so likely that is part of the beatdown. But since stock had already been beaten down, it feels like overkill.
Reserving my decision to buy more until after I hear Green speak, but then also because the open tomorrow could be even worse than AH, so no point in chasing the falling knife right now. I also am not head over heels in love with the business like I used to be, as it is now barely a double-digit growth company.
They did buy back $1.4b in shares in 2025, and are authorized for up to another $500m in 2026. I do like that, in terms of value and when combined with a beaten down stock price, really does seem like a value here.
Again, though, more of a trade for now. Meaning I want to exit at $40 whether it takes a week or 6 months. Unfortunately, I started buying mainly around $27-28 and I could have had it at $21-22 it looks like. Oh well. Maybe I buy a bit more, but will see.
Dreamer
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Didnt wind up buying more and stock has bounced well off premarket lows. Oh well.
Woulda coulda shoulda.
Lesson here is i had random anchor bias to $27 bc it represented my exit in Jan 2020.
I should probably have allocated half before and after ER.
Still holding for a hopefully profitable trade closer to $40. May just take a lot longer now.
Dreamer
3 Likes
TTD news
CEO Jeff Green bought 6m shares or approx $150m worth.
And OpenAI rumors for ad partnership.
Stock up 20% premarket. That only gets it back to $30.
Still ideally waiting for $40+.
Dreamer
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You waited 6 years and then got an immediate 25% pop. Your timing is impeccable. 
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Ha…close.
I started buying again at 28 and could have gotten 23. But hard to time exact bottom…that is just luck. My avg closer to 26.
Unloaded 1/3rd at $30 and waiting for $40 for the rest, hopefully.
And who knows…if Green has something crazy to say, maybe i hold longer.
Apparently that guy Darian in comments works for OpenAI.
Dreamer
1 Like