| By Andy Swan
Consumer spending drives nearly 70% of everything that happens in our economy – and that makes them a powerful force when it comes to investing. At LikeFolio, we understand the singular power of the consumer better than most. In fact, we made it our business to listen to what consumers are saying in real time about the products, services, brands, and companies that touch their lives. Leveraging our Data Engine, we’re able to spot powerful trends emerging on Main Street, well ahead of the crowd. And I can tell you with certainty – we've never seen a trend catch fire like artificial intelligence (AI). The 2025 AI Resurgence Consumers and investors alike became enamored with AI and its potential applications in 2023, and this trend only gained momentum here in 2024. At LikeFolio, we’ve been tracking AI’s momentum from the start – and delivered some truly explosive trades to our subscribers along the way: ✓ +257% on Nvidia (NVDA) ✓ +211% on Palantir Technologies (PLTR) ✓ And +78% on Advanced Micro Devices (AMD) (Just to name a few.) But make no mistake: AI isn’t some fleeting trend. In fact, interest in AI applications has never been higher: 
Source: Google Trends Maybe that’s because AI is achieving exponentially better results every quarter, which moves it from "technology with promise" to technology that can and will be implemented by companies and organizations across the world. In 2025, we're calling for an AI Resurgence, where we believe the companies that apply AI technologies to dramatically improve their efficiency and profitability will see potentially explosive returns. Virtually any company can leverage AI to drive growth: AI can help improve operations, make better decisions, and offer superior products and services… which, in turn, can lead to increased sales, reduced costs, and higher profits. But for our money, there’s one company leveraging AI that stands above the rest… One Surefire Way to Play the AI Resurgence The Trade Desk (TTD) is a long-term LikeFolio favorite – would you believe that we first covered it as a potential streaming winner in 2019? Our bullish thesis is based on two major macroeconomic tailwinds working in TTD’s favor – streaming’s increased dominance over cable TV and the powerful force of artificial intelligence (AI). TTD's AI-powered Kokai platform helps brands deliver highly relevant ads by analyzing vast amounts of user data and activity (15 million ad impressions per second). Its AI knows what you want before you do – making it an advertiser’s dream. For instance, a sports brand might target users who have recently engaged with fitness content, ensuring that their ads are more likely to resonate. Meanwhile, its Unified ID 2.0 tool addresses privacy concerns by using encrypted identifiers, such as email addresses or phone numbers, to target users without compromising personal data. And by all accounts, 2025 will be another blockbuster year. A recent study by Wedbush Securities found that 43% of U.S. advertisers plan to increase their digital ad spend by more than 10% year over year in 2025… and The Trade Desk LEADS the pack, with more than half of businesses surveyed reporting intent to increase spending with TTD by 10% or more. LikeFolio data confirms TTD digital traffic is soaring – achieving growth rates we haven’t seen since its last heyday in 2021: 
TTD also sits at the top of the list when it comes to overall Consumer Happiness compared to digital advertising peers large and small. And this positive sentiment is largely attributed to TTD’s successful AI integration. External research from Forrester concurs that The Trade Desk leads versus all other competition measured when it comes to its strategy and offerings for users. Bottom line: TTD is a LikeFolio favorite for a reason – delivering several profitable trades over the years. But we believe 2025 could be its best year yet as it rides the AI Resurgence. The Best Time to Buy TTD If you ask me, TTD is an infinite hold for investors. But TradeSmith's new seasonality tool reveals that traders may get their best opportunity to buy on May 24: 
It shows TTD has a seasonal pattern of going up 40.79% on average between May 24 and August 12. And that pattern is 100% accurate over the last 8 years (meaning, TTD has gone up during that time frame 100% of the time). That’s as good a bet as any. Remember: TradeSmith CEO Keith Kaplan will unveil all the details on this powerful new seasonality strategy on January 8, when you’ll no longer be guessing when to buy or sell — and instead, be able to work from a playbook built on history. To claim your seat for this event, go here now. 2025 Predictions Wrap-up So there you have it – our top three mega trends for 2025 are: ✓ The Crypto Boom ✓ The Trump Bump ✓ The AI Resurgence The stocks set to benefit: ✓ The Crypto Boom: MicroStrategy (MSTR) ✓ The Trump Bump: Tesla (TSLA) ✓ The AI Resurgence: The Trade Desk (TTD) And the best time to buy them, down to the date: ✓ The Crypto Boom: MicroStrategy (MSTR) -- June 26 ✓ The Trump Bump: Tesla (TSLA) -- May 22 ✓ The AI Resurgence: The Trade Desk (TTD) -- May 24 Here’s to a successful 2025. Until next time,  Andy Swan
Founder, LikeFolio | 
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