Don’t Miss this Addictive Money-Making Opportunity

by Michael A. Robinson
By Michael A. Robinson

I don’t know about you. But these days, digital ads are following me almost everywhere I go.

During a recent Uber (UBER) ride, for example, the headrest in front of me served up a trivia game, complete with — you guessed it — a bevy of ads.

As it happens, this was not a unique experience. In fact, ads like these have become big business for companies like Uber, Lyft (LYFT) and Instacart (CART).

But if you think the only way to profit from this ad blitz is to invest in these companies themselves, think again. I’ve got another idea …

We’ll get to this idea in a moment. First, though, let’s talk more about ads — specifically, digital ones.

This is a fast-growing market. According to Expert Market Research, the global digital marketing sector was valued at nearly $363 billion last year. And by 2032, it’ll surpass $1 trillion.

As mentioned, a few companies diving head-first into this market are Uber, Lyft and Instacart. As reported in The Wall Street Journal, “the battle for your eyeballs is the latest front in the ride-booking and delivery wars.”

Digital ads on Uber app. Source: Marketing Brew. Click here to see full-sized image.


These companies are leaning into the higher margins of advertising in a push to become profitable. Margins on ads are roughly 40 percentage points higher than rides and deliveries.

Ads made up more than 20% of Instacart’s revenue in 2023. And Uber expects to reach more than $1 billion in ad revenue this year.

What does this mean for consumers like us? Simple: Ads are everywhere — and I do mean everywhere

Its An Ad, Ad, Ad, Ad World

In retailers Best Buy (BBY) and Walmart (WMT), for example, TVs on display are now used as advertising machines, designed to increase revenues and profit margins.

At gas stations, pumps have digital screens showing news bulletins with plenty of ads in the segments.

And as a Marriott hotel rewards member, whenever I check into a hotel, the TV is on with information about local amenities, complete with ads designed to appeal to travelers like me.

Then there’s Uber. I mentioned my ad-filled trivia experience during a recent ride. And last year, the company targeted people who took rides to and from the 2023 U.S. Open with ads for Lacoste tennis apparel.

There are so many ads around us, it’s not hard to become obsessed with them …

Meet The Ad “Junkie”

I, myself, feel like I’ve become an addict.

Every day, I’m enticed by ads that come across my smartphone on Instagram and as I browse the internet. And although I’ve sworn many times not to get sucked in, I just can’t seem to help myself.

It’s not all my fault, mind you. The deck is stacked against me. Algorithms know who I am and what I’m interested in seeing. So, platforms like Instagram and Facebook make sure I keep coming back for more.

I can’t be alone in this addiction. 

As mentioned, digital ads are hard not to notice. And the fact that they’re getting increasingly creative and intriguing makes them even harder to ignore.

It does make you wonder, though. Is there a link between all of these ads?

In other words, is there a central business or company that’s responsible for the digital ad boom?

You bet. 

Introducing Trade Desk

Headquartered in Ventura, California, The Trade Desk (TTD) is the world’s largest provider of advertising management for digital marketers.

The concept behind the company’s value proposition is simple … yet powerful. 

Clients tap into a cloud-based platform to buy, track and optimize ads placed across more than 70 advertising networks.

Odds are, this company plays a role in many of the digital ads you come across daily. 

It’s set up to display ads on websites about sports, finance, news and pop culture. And it can target smart TVs, smartphone apps and podcasts.

Simply put, Trade Desk offers customers the ability to market to anyone, anywhere, through almost any means — all through one interface.

Platforms like Alphabet’s (GOOGL) DoubleClick and Meta Platform’s (META) Facebook Ads may get all the headlines. But among marketers paying for all that digital content, Trade Desk’s offering is more popular.

Marketers find the company’s data extremely valuable. Its platform provides access to real-time pricing of ad spots, giving customers more transparency.

As you might expect, there’s even a nice AI angle to the investment thesis. The firm’s Koa ad platform taps into data from over one trillion daily queries — more than 100 times the volume of leading search engines.

It also allows user to adjust their campaigns to specific needs on the fly. Koa is also transparent — it shows ad managers all the actions the AI takes and why.

Crushing the S&P 500

And did I mention how everything can be done automatically? 

Trade Desk offers extensive systems that enable marketers to set their parameters and let the platform handle a given budget on its own.

This online advertising marketplace handles more than 10 million queries per second, or about 800 billion a day. In other words, Trade Desk’s systems must handle responses in less than 15 milliseconds — faster than the blink of an eye.

Perhaps the most impressive thing about Trade Desk is its knack for beating the overall market.

Over the past five years, its stock has climbed nearly 300%. That’s about four times the returns achieved by the S&P 500 over the same period.

TTD vs. S&P 500 over five years. Source: YCharts. Click here to see full-sized image.


As I always say, the road to wealth is paved with tech.

And this is one that can certainly help you on your journey, especially given its value over the long haul.


Michael A. Robinson

P.S. Trade Desk’s AI is only capable of tapping into data from over one trillion daily queries because of the groundwork companies like Nvidia (NVDA) laid out already. But Nvidia isn’t done … not by a long shot.

In fact, the company recently announced its own $1 trillion pivot into its next stage of AI development. And it is bringing a few “Secret Partners” along for the ride … and to share the gains.

Click here to check out our investigation into this pivot.

About the Tech & Biotech Investing Strategist

From his unique vantage point at the center of the U.S. tech industry, Michael A. Robinson has a record of making big calls that have resulted in a steady series of double- and triple-digit winners for his readers, often in as little as a few months’ time.

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