Disney rose slightly, The Trade Desk gained seven or eight percentage points, with media and ad tech carrying different weight today. Trade Desk has shown greater resilience in this wave, driven by expectations of an advertising recovery and its own platform upgrades, though recent news of insider selling has put some pressure on it; a large-cap stock like Disney, which combines content and theme parks, is moving steadily. Is the signal of an advertising recovery truly being realized first on Trade Desk, or does insider selling indicate that some want to exit at high levels? Personally, I tend to look at actual advertising spending data—selling by itself isn’t necessarily bearish, but when valuations aren’t cheap, any minor disturbance gets amplified.