Two Hidden Gems Wall Street Won't Shut Up About

Circle Internet Group (CRCL) and The Trade Desk (TTD) have both crashed 70%+ this year, but analysts are screaming 300% and 125% upside respectively. Here's the tea:

**Circle** — Issues USDC stablecoin (2nd largest by volume). Makes bank on interest from reserve assets sitting in Treasuries. The play: expanding into payments infrastructure through its network (500 companies waiting to join). Expects USDC to grow 40% annually, revenue tracking 33% YoY through 2027. Current valuation at 6.5x sales seems reasonable for that growth trajectory.

**The Trade Desk** — Dominates connected TV ad tech on the open internet. Independent model = no conflict of interest like Meta/Google have. That means better publisher relationships + superior measurement tools. Ad tech market growing 14% annually; TTD expected to hit 15% earnings growth next 3 years at 22x PE.

Both buyable around $70 and $40 respectively. Real talk: the 300% returns in 12 months feel cope-ish, but long-term positioning looks solid if you believe in stablecoin adoption + open internet ad spending. Not financial advice obvi.

What's your take — overhyped or actually undervalued?