The Trade Desk, despite underperforming last year, is still growing at a strong pace. Adobe continues to hold up well against generative AI. PayPal is aggressively buying back shares. Growth investing has been popular, but not all companies are thriving in the AI era. The Trade Desk disrupted itself with AI, causing some customers to leave. Amazon’s entry into advertising has impacted The Trade Desk. Adobe remains strong despite assumptions of disruption by AI. PayPal is cheap, buying back stock, and delivering steady growth. The Trade Desk, Adobe, and PayPal are all value investment options.

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