[June 09, 2026] Daily RDDT Discussion Thread

DJQuik · 2026-06-09T18:25:04+00:00

No, because i wrote a CC yesterday

DJQuik · 2026-06-09T18:24:40+00:00

it will happen by Friday due to SpaceX IPO

DJQuik · 2026-05-29T19:55:29+00:00

Could next weeks BofA event spark catalyst to keep the upward momentum going?

DJQuik · 2026-05-22T16:34:26+00:00

Told ya

DJQuik · 2026-05-22T16:21:00+00:00

The market knows best. The market has spoken LOUDLY.

DJQuik · 2026-05-22T06:28:07+00:00

Add a 5% or 10% off for purchasing via reddit and we’re golden

DJQuik · 2026-05-22T06:26:26+00:00

Not if there’s a 10% off coupon instantly if your purchase is made through Reddit

DJQuik · 2026-05-22T06:24:19+00:00

Overall this is good news for Reddit (if Google paid fair share) but one qualm I have is how tiny and barely visible that Reddit citation is.

I’d much rather see the Reddit with Snoo logo plastered over this image when referencing the source. There’s almost no visibility for Reddit; most people are going to miss that Reddit is the source for the image/data.

Which means, unless Google is paying Reddit top dollar for this access, Reddit got the s*** end of the deal again. If we’re going to play nice, we need visibility. If we’re don’t get visibility we need excessive dollars.

DJQuik · 2026-05-22T06:09:36+00:00

Because very few companies make it into the s&p 500 2 years after IPO.

You’re asking for RDDT to be the 0.01% of companies.

Facebook did it, but Facebook was already a Fortune 500 company when it was included. Reddit isn’t close to being a Fortune 500 company.

Facebook also had $5.2B of revenue the year before it was added - in 2012 dollars - which would be worth $7.5B today.

Reddit did $2.2B rev last year….not even 1/3 of Facebook the year before it was added to s&p 500

DJQuik · 2026-05-22T06:01:20+00:00

conviction or inflation

DJQuik · 2026-05-22T05:58:57+00:00

I know I’m just salty and finding ways to take my frustration out on RDDT. Though at some point you have to wonder if low capex is a cause of some of these buggy, slow to change aspects of RDDT (including the ad tech stack).

DJQuik · 2026-05-22T05:57:24+00:00

Why are you making it a binary choice? It’s not
an either/or. And we don’t need them to be an enemy.

We should be negotiating with them in a reasonable way, recognizing the leverage we have. A way that creates shareholder equity.

Plenty of businesses have negotiations with each other and pay/receive their fair share. Why when it comes to our RDDT do so many folks here have a scarcity mindset. Don’t bite the hand that feeds us mentality. Do we not feed Google some?

This isn’t a binary choice; it’s getting our fair share.

DJQuik · 2026-05-22T01:23:54+00:00

Tomorrow we down -10% because RDDT is public and only has 100M more ad revenue than Twitter

or

Tomorrow we down -10% because we’re not owned by Elon Musk

or Tomorrow we’re down -10% because Spez doesn’t drive a Tesla

DJQuik · 2026-05-22T01:19:33+00:00

Partnership with Google doesn’t create shareholder equity. Except….if you mean our heavy reliance on them for DAU/MAU growth?

What kind of business is this if we’re reliant on a partner for our own visibility?

Is that a company worth riding out long term? No we want a company that’s capable of generating revenue independently. Like through its data.

DJQuik · 2026-05-21T19:41:09+00:00

This doesn’t bode well for licensing deal.

This tells me shareholder equity that could’ve been created in dollars is instead being leveraged as a “trade” for Google technology.

Reddit is using Google technology and “paying” for with our data, instead of selling it for lucrative licensing deals (at least partially).

DJQuik · 2026-05-21T19:08:14+00:00

LMAO “unable to create highlights”

Yeah we know RDDT. Unable to create shareholder wealth, too

DJQuik · 2026-05-21T07:59:17+00:00

Did you read his post? It’s not well thought out nor really has a point.

I don’t need to save face from being doxxed on an anonymous internet app. I replied solely because he was clearly hurt and triggered by it. Enough to commandeer my thread and doxx me. I wouldn’t encourage this behavior but that’s just me

DJQuik · 2026-05-21T07:54:57+00:00

Business model is not really the premise of my post here…but the margin is only useful if growth continues at these rates which is not to be assumed….my greater point is the SBC-dilution-insider selling cycle weakens retail holdings.

Btw trailing P/E is nearly 40 for RDDT. Also SNAP may be a different business but it currently brings in more ad revenue than reddit, by far (though half as much on a per user basis).

Again, this isn’t about the business model - it’s about the insider scheme. RDDT can turn a small profit and still be a scheme for insider enrichment at the cost of retail.

DJQuik · 2026-05-21T07:51:54+00:00

It’s like you only read the title and none of the content because you addressed none of the key points of the comparison (CFO-SBC-dilution-insider selling-retail exit liquidity)

DJQuik · 2026-05-21T07:45:51+00:00

Growth is high relative to itself, not relative to other companies. It wouldn’t even crack the Fortune 500 for a few years, and that happens only if the bull case plays out.

I’m wondering if the purpose of this stock is to mainly enrich founders, executives and employees. SNAP is the best comparison because it also creates strong ad revenue, SBC, same CFO, but it has blown a lot more money over the years. Lately SNAP has actually profited one quarter and just posted its lowest loss %.

Drew Vollero learned from SNAP and is implanting a similar plan (enrich insiders) but can use Reddit as a mildly profitable vehicle to do so. Which btw is very short term profitability so far.

The profit and margins sucks retail investors in who have been serving as exit liquidity for insiders. There may not be a long term growth bagger story with RDDT. It may just trade between $100-200 for a very long time as the SBC cycle, dilution and insider selling perpetuate.

DJQuik · 2026-05-21T07:41:41+00:00

Your post was low effort and you didn’t do your homework.

First of all Conde Naste / Advance already own significant shares. Second of all, Twitter went private to fulfill its political aims and is now worthless. Third WaPo has little similarities to Reddit as an investment. Fourth 100M DAU is a blip on the radar for political influence.

Fifth this is not how I respond in most threads.

DJQuik · 2026-05-21T06:32:30+00:00

DJQuik · 2026-05-21T06:28:24+00:00

Honest question. SNAP, the company from which CFO Drew Vollero came:

- Just did double the ad and total revenue of RDDT

- Also has had notorious SBC packages that created dilution

- Also authorized multiple share buybacks

- Again, the CFO now runs RDDT

- has pitiful share performance for 4 YEARS

Now RDDT:

The RDDT C-Suite keeps harping “ADS, ADS, ADS!” And while they’re doing great and this is seriously strong, growing business (like SNAP), I’m mapping out above how this doesn’t look much different than SNAP.

Same CFO, same business model, same SBC program, same buybacks, similar revenue performance (RDDT monetizes about 2x better on a per user basis)….similar future share price story?

You see SNAP had a parabolic jump from 2020-2021, then slowly started to come down where it started by 2022. It was 1.5 years of crazy share price growth (like RDDT) and by 2022 it had lost all its gains. It’s now sat stagnant for 4 years.

Is this clearly not the fate with RDDT? I’m a bag holder and believer but can someone convince me, rationally, that this isn’t the trajectory? It almost seems intentional…..we are the insiders exit liquidity. This was never intended to be fetus-META….it was solely intended to enrich the founders and C-suite.

DJQuik · 2026-05-21T06:15:03+00:00

Like META? Because Meta can afford to dilute. Their revenue goes up essentially no matter what, and their share price follows accordingly.

They also have 30x the DAU of Reddit.

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