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ttd bull case crushing amazon gaining ground dsp fees cut

$TTD Bull case is crumbling. Amazon is gaining ground. DSP fees cut to 1% to attract agencies. Prime Video, NFL, Disney, Roku all taken. TTD left with scraps. CTV was supposed to be their main market. TikTok and YouTube show attention has shifted. What remains? Small streaming services nobody competes for. The "independent ad platform" idea? Just a story. When Netflix needed scale, Amazon got in. That says it all. Q1 2026 forecast: 10% growth. Stock down 66% in 12 months. This isn't about the numbers, the market already sees structural irrelevance.

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