$Alphabet(GOOG)$ $Alphabet(GOOGL)$ just got hit with a court ruling saying its ad business is an illegal monopoly, with claims of illegal bundling too. Risk of a forced breakup is real. While it’s bad news for Google, it’s great for its rivals. $Trade Desk Inc.(TTD)$ soared yesterday, no surprise. As a core player in the decentralized ad space, TTD already had a moat, and now it’s got policy tailwinds. Still holding strong, waiting for the market to reprice it properly!
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