Billionaire Israel Englander’s 10 Stock Picks with Huge Upside Potential

1. The Trade Desk, Inc. (NASDAQ:TTD)

Number of Hedge Fund Holders as of Q4: 63

Millennium Management’s Equity Stake: $298.30 Million 

Upside Potential as of April 26: 75.49%

Founded by former Microsoft engineers Jeff Green and Dave Pickles, The Trade Desk, Inc. (NASDAQ:TTD) is an American multinational technology company headquartered in Ventura, California, specializing in real-time programmatic marketing automation technologies, products, and services. Its cloud-based software enables advertisers to plan, place, and target their online ads more effectively by leveraging data-driven insights to personalize digital content delivery.

For the fourth quarter of 2024, The Trade Desk, Inc. (NASDAQ:TTD) reported revenue of $741 million, representing a 22.3% year-over-year increase, although slightly missing analyst estimates of $759.5 million. Adjusted earnings per share (EPS) came in at $0.59, beating analyst expectations of $0.57. The company’s adjusted EBITDA was $350 million, reflecting a 47.2% margin but falling short of the $365.9 million forecast. Operating margin improved to 26.4%, up from 23.8% in the same quarter of the previous year, although free cash flow margin dropped to 23.9%, down from 35.4% in the previous quarter.

Looking ahead, The Trade Desk, Inc. (NASDAQ:TTD) provided revenue guidance for the first quarter of calendar year 2025 at $575 million at the midpoint, below analyst estimates of $582 million. EBITDA guidance was also lower than expected at $145 million compared to the projected $192.7 million. Despite these softer forecasts, the company maintains a robust market capitalization of $59.33 billion, underlining its strong position in the programmatic advertising industry.

Overall, TTD ranks first among Israel Englander’s 10 stock picks with huge upside potential. While we acknowledge the potential of these stock picks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TTD but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stock To Buy Now and  30 Best Stocks to Buy Now According to Billionaires.

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