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SEC filings, financial facts, source resources, and Goglides workspace context for The Trade Desk, Inc..
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The Trade Desk reported 2025 revenue of $2.90 billion and Q1 2026 revenue of $688.9 million. The thesis depends on programmatic ad demand, connected-TV adoption, operating leverage, cash conversion and platform-risk control.
OpenEnphase reported Q1 2026 results and announced an IQ solid-state transformer program for AI data centers. The proof gate is revenue stabilization, battery shipments, non-GAAP gross margin, and IQ SST progress.
OpenEnphase has strong technology, but residential solar demand is sensitive to financing costs.
OpenA source-backed ENPH deep dive covering Q1 2026 revenue, margins, tariffs, cash flow, short interest, IQ9S, PowerMatch, GaN, IQ SST, and the proof gates that decide whether Enphase is a cyclical recovery or still a solar reset story.
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