Market Highs Mask Buying Opportunities in Select Tech Stocks
Despite the S&P 500 and Nasdaq hovering near record levels, pockets of value emerge in tech stocks undergoing short-term sell-offs. The Trade Desk (TTD), a neutral programmatic ad-buying platform, has seen its shares retreat 23% from highs after a 2025 revenue miss. Its competitive edge against biased walled gardens like Google remains intact.
Meanwhile, cryptocurrency-adjacent stocks like Coinbase (COIN) and Bitcoin miners show divergent performance. Institutional adoption continues driving long-term crypto infrastructure plays, though selective entry points are key amid volatile macro conditions.