The Trade Desk & Super Micro Stocks Plummet in August 2025

August was tough for The Trade Desk and Super Micro. Amazon's influence and weak margins pose challenges, but long-term prospects remain.

, and Administrator

2025 October 6 . 11:04 PM

2 min read

This picture is clicked in a conference hall. Here, we see five people sitting on chair and... — This picture is clicked in a conference hall. Here, we see five people sitting on chair and listening to the man standing on the opposite side. In front of the picture, we see a table on which laptop, marker are placed and behind the man standing, we see a table on which papers, monitor and microphone are placed on it. Behind him, we see the projector screen on the wall with some text displayed on it and on the right corner of the picture, we see white cupboard.

The Trade Desk & Super Micro Stocks Plummet in August 2025

August 2025 witnessed a notable decline for two prominent companies in their respective sectors. The Trade Desk (TTD), a leading adtech firm, and Super Micro Computer (SMCI), a major tech hardware provider, both experienced substantial stock market drops. Meanwhile, there's growing concern that Amazon (AMZN) could increasingly draw connected TV ad spend away from The Trade Desk.

The Trade Desk's stock market performance plummeted by 37% last month, making it one of the worst-performing stocks in the S&P 500. The company's earnings revealed disappointing third-quarter guidance and the unexpected departure of its CFO. However, its results beat revenue estimates by a considerable margin. Despite this mixed performance, investors are worried about the company's decelerating revenue growth, which is partly due to a lack of the political advertising tailwind experienced in the third quarter of 2024. The overlap between The Trade Desk's and Amazon's adtech businesses is not as extensive as initially thought, but the concern remains that Amazon could increasingly draw connected TV ad spend away from The Trade Desk.

Super Micro Computer's stock also took a significant hit, falling by 30% in August. The company reported a 47% year-over-year revenue jump but also recorded its weakest gross margin ever. Despite this, Super Micro Computer's recent strong stock performance, strategic partnership with NVIDIA for Blackwell-GPU systems, and positive technical chart indicators make it an interesting long-term investment opportunity. The company's recent margin pressure and analyst profit declines are seen as short-term challenges.

August 2025 was a challenging month for both The Trade Desk and Super Micro Computer. While The Trade Desk faces concerns about Amazon's growing influence in connected TV ad spend and decelerating revenue growth, Super Micro Computer is viewed as a promising long-term investment despite its recent stock drop and weak gross margin. Investors will be closely watching both companies' progress in the coming months.