Caught a wild market day back in early March when everything got shaky. The major indexes all took hits—crude oil jumped 9% on Middle East tensions and shipping issues in the Strait of Hormuz, which had everyone worried about inflation creeping back in. S&P 500 fell 0.58%, Nasdaq dropped 0.26%, and the Dow slid harder at 1.61%. Chip stocks like Nvidia, Lam Research, and Applied Materials got hit hard over rumors of new AI export restrictions. But here's the interesting part: The Trade Desk went up about 18% that day, totally bucking the stock market weakness. Apparently they're talking with OpenAI about advertising, plus the CEO bought a bunch of shares himself—first time in years. Sometimes one company's bad day is another's opportunity, I guess. Just shows how fragmented things can get when geopolitical risk spikes.

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