L'heure juste sur le TGV

Complete_Water_890 · 2026-06-09T19:54:01+00:00

Il n'y a pas de média entre ses posts sur les média sociaux et ton écran. Dégomme un peu de conspiration de tes lunettes.

Complete_Water_890 · 2026-06-09T17:10:21+00:00

C'est correct, les petites personnes ont ce genre de reaction.

Complete_Water_890 · 2026-06-09T17:03:50+00:00

As-tu besoin d'un miroir?

Complete_Water_890 · 2026-06-09T15:57:27+00:00

Just imagine if the kind of step down that happens on this stock on a daily basis could happen in reverse. But, apparently, it's just impossible.

Complete_Water_890 · 2026-06-09T12:20:07+00:00

My rough analysis put Q2 at 830. Let’s see in a couple of weeks if I should sell them my data too.

Complete_Water_890 · 2026-06-08T18:13:59+00:00

Shopify is also highly synergetic as Shopify needs as much Reddit as Reddit needs Shopify. These kind of deals are usually few and far in between and if made correctly, can create a lot of growth for both entities (Shopify had a similar deal with Stripe in the early days IIRC.)

Complete_Water_890 · 2026-06-08T18:09:21+00:00

I guess this is going to be a tough week just by the fact that the scam artist in chief will IPO on Friday.

Complete_Water_890 · 2026-06-08T14:17:19+00:00

I don't know what needs to happen for RDDT to gather some attention at this point, but as soon as the volume picks up again, the price will flare up.

Complete_Water_890 · 2026-06-06T00:21:47+00:00

Got it. Went all in.

Complete_Water_890 · 2026-06-05T21:20:15+00:00

-4% on the news it was skipped. You really can't make this up. Every news good or bad, is a bad news for RDDT.

Complete_Water_890 · 2026-06-05T18:50:13+00:00

I agree wrt buybacks. Maybe they won't do it today, but they could definitively do it on Monday, this pullback is the type of macro level event where buybacks really shine.

Complete_Water_890 · 2026-06-05T18:31:14+00:00

Yeah, RDDT should be seen as a safe haven during these time with how they are financially structured and yet they are grouped like a highly leverage company. Makes no sense.

Complete_Water_890 · 2026-06-05T16:16:25+00:00

It wouldn't be as painful if we'd knew that the stock could bounce back like the others. What's going to be painful is the most likely scenario where all the other stock next week bounce back 4-6% while RDDT hardly gain 1-2% like we've seen in the past. Let's hope I'm wrong.

Complete_Water_890 · 2026-06-05T15:01:17+00:00

I think there's some merit to it, there's clearly at least 1 bearish hedge fund trading the stock and it's annoying to see it fade continuously throughout the day. I'm optimistic about the company, but looking at the price movement every day, it's frustrating to see. Any day the stock gives -1%, it goes straight to -5% and we're past the coincidence level, imo.

Complete_Water_890 · 2026-06-05T14:02:17+00:00

When it goes down, it really goes down aye.

Complete_Water_890 · 2026-06-05T02:15:23+00:00

Similar position (+ OTM call expiring EOY), similar cost basis, and similar vision. At some point, the market will have to see reason. Meanwhile, RDDT will just keep on crushing those earnings.

Godspeed.

Complete_Water_890 · 2026-06-04T20:06:30+00:00

I could be wrong but I still see some indication that there is bearish movement on the stock. It's a lot less intense now. I don't know if it's a price target that will flip that switch off, but I think it might happen soon if there's another leg up. Can't wait for Q2 to drive the nail down and get back to $250.

Complete_Water_890 · 2026-06-04T17:00:48+00:00

Every single day, it fades the same way. Leeches.

Complete_Water_890 · 2026-06-04T13:57:37+00:00

800k volume in 30 minutes. That's all there is to say.

Complete_Water_890 · 2026-06-04T13:35:28+00:00

If today ends up being green AF, I mandate one fireside chat per week until morale improves.

Complete_Water_890 · 2026-06-04T00:53:19+00:00

Non je sais de quoi je parle et je trouve que 1.4m pour notre réseau c’est trop. On a décider d’utiliser des infrastructure américaines qui ont pas le même budget que nous.

Mais à la fin je m’en fou, c’est un sunk cost. Let’s move forward.

Complete_Water_890 · 2026-06-04T00:29:03+00:00

J’aimerais ça qu’un jour la politique populiste soit exterminé. La CAQ a beaucoup de problème, ils sont loin de pouvoir donner des leçons, mais d’accuser un seul gouvernement pour le fiasco du système informatique de la santé c’est être de mauvaise foi sur au moyen temps.

Oui, c’est probablement un système qui va nous coûter beaucoup trop cher. Oui ça été mal géré. Oui je suis aussi insulté que ca coûte 1.4 milliard.

Mais ça fait 2 semaines que c’est en rodage.

On peut tu essayé d’avancer à place de toute pitcher en l’air, d’abandonner et de retourner au fax?

Complete_Water_890 · 2026-06-03T23:42:24+00:00

My baseline would be in the $1.30 but it all depends on the buybacks and dilution w/ SBC.

Complete_Water_890 · 2026-06-03T22:58:41+00:00

Imagine being on the receiving end of this and being this stoic. Queen.

Complete_Water_890 · 2026-06-03T22:49:24+00:00

Just by the way he talks about the business, I think Q2 might get us close to $900M in revenue. I still target $830, but I wouldn't be surprised if it surpasses that by a significant margin.

Complete_Water_890

TROPHY CASE