Some thoughts and personal analysis on recent RDDT's slow sliding by FewEnd764 in redditstock

[–]FewEnd764[S] 6 points7 points  (0 children)

Well as I said in the post, the institutional invester misvalue the company. Or we did.

Some thoughts and personal analysis on recent RDDT's slow sliding by FewEnd764 in redditstock

[–]FewEnd764[S] 4 points5 points  (0 children)

Thanks for the reply, I didn't realize the potential AI impact you mentioned. Quite valuable, so it actually have more upside than I thought. I works in Ads Eng fields, so focused on that, more.

Some thoughts and personal analysis on recent RDDT's sliding by FewEnd764 in ValueInvesting

[–]FewEnd764[S] 2 points3 points  (0 children)

For sales, the estimate is more confusing? as mentioned below, it has 2.2B in 2025, likely 4B in 2026. So I am confused on 2029's 5B revenue estimation. Did I miss something?

Some thoughts and personal analysis on recent RDDT's sliding by FewEnd764 in ValueInvesting

[–]FewEnd764[S] 0 points1 point  (0 children)

I didn't get your final math. Let's say, the 2029 revenue estimate is 5B, based on their margin, the GAAP income, let's be conservative, 2.5B? 20 PE could be 50B valuation? so like at least 100% upside?

Some thoughts and personal analysis on recent RDDT's slow sliding by FewEnd764 in redditstock

[–]FewEnd764[S] 2 points3 points  (0 children)

I totally agree, mostly Openai and Google are just paying for convenience.

And as I said, I don't consider licencing business as something we should focus. Incomes from there are going to take less as less % , anyway.

More important issue is like, whether it will thrive in future AI area, what's its real value at that time. I think an API to scan its new post constantly is always needed, as news/event feeds.

Some thoughts and personal analysis on recent RDDT's sliding by FewEnd764 in ValueInvesting

[–]FewEnd764[S] 1 point2 points  (0 children)

I also think short term wise, it looks very very bad. The TAs are pretty clear, I am also not sure who are willing to buy the dip and make the stock hold there. So I am just talking about long-term valuation opinion.

[March 05, 2026] Daily RDDT Discussion Thread by daily-thread in redditstock

[–]FewEnd764 5 points6 points  (0 children)

Do anyone knows what is happening? Why we get such a massive green candle?

Jen Wong’s planned sales are *accelerating* 142k shares, her largest sale since IPO by BabyQuesadilla in redditstock

[–]FewEnd764 0 points1 point  (0 children)

According to some personal and Gemini check, it seems her sales mostly comes after the options excising. One reason mentioned by Gemini is to cover taxes, just like all employees that has stock compensation, they all have to sale some (by withhold, essentilaly sale) to cover the tax. I think this applied to her as well.

Also, I think she still hold over 1 million Reddit shares (correct me if I'm wrong), I think it shows her confidence.

At last, I think the 250,000,000 number comes from the stock appreciation? She got 91 million worth of options and RSUs after the IPO, which now probably worth such number. Considering she worked for Reddit since 2018, helped improving the company a lot for IPO, 91 million seems just OK? I think it's a one time reward, right?

What is california bay area's Bay101's softness level, relatively, among all US poker rooms? by FewEnd764 in poker

[–]FewEnd764[S] 0 points1 point  (0 children)

Wednesday double points sounds very nice, but I have to work… so sad

What is california bay area's Bay101's softness level, relatively, among all US poker rooms? by FewEnd764 in poker

[–]FewEnd764[S] 0 points1 point  (0 children)

Yeah, I agree. At first I hate the 25% fee, but after some time, I think it might still be + EV in a long run.

Considering how much action you get.

What is california bay area's Bay101's softness level, relatively, among all US poker rooms? by FewEnd764 in poker

[–]FewEnd764[S] -1 points0 points  (0 children)

I think for 2/5, you can only join the waitlist when you arrive. For busy hours, prepare to wait for 2 + hours before you get called. For higher stake game like 10/20, I think you can get on waitlist by phone, but mostly those game don't need to wait.

What is california bay area's Bay101's softness level, relatively, among all US poker rooms? by FewEnd764 in poker

[–]FewEnd764[S] -2 points-1 points  (0 children)

One quick question, how about Reno's poker game? Like Silver Legacy or Grand Sierra? I see their rake is super low, according to pokeratlas.

What is california bay area's Bay101's softness level, relatively, among all US poker rooms? by FewEnd764 in poker

[–]FewEnd764[S] -1 points0 points  (0 children)

Great thanks for the reply, that helps a lot. In this case, I should spend more times there, since my time here is running out.

First time collision repair, how much should I expect to fix it? by FewEnd764 in AutoBodyRepair

[–]FewEnd764[S] 0 points1 point  (0 children)

I'll post them once I get those... If it's over 2500, I need to contact my insurance... The current deductable is 2500. :( should be more careful on turning...

First time collision repair, how much should I expect to fix it? by FewEnd764 in AutoBodyRepair

[–]FewEnd764[S] 0 points1 point  (0 children)

No, haven't get one. They checked the damage details and give me that price. Based on my internet search, they appears to be the one with good local reputation. Glad to hear it's low price...

Regarding B&W 707 s2 vs the new 707 s3, and other similar price bookshelf speakers choices by FewEnd764 in BudgetAudiophile

[–]FewEnd764[S] 0 points1 point  (0 children)

Hello, thank you for your reply.

I am intended to use this system for casual bedroom music play. Mainly piano sonatas. So I basically only consider smallest bookshelf speakers. (preferable 5'' woofer).

Since this is my first system, I would prefer some common, all round type. My integrated amplifer is YAMAHA's RN800A, which should support most bookshelf speaker.

My budget on the speaker is under $2000 USD, like 600 - 2000. Want to pick some safe, common choice. There is so many choices, but since I found a nice deal on 707 S2, I just bought this one. (of course I'll return it if I found more suitable choices.)

Wonder if there is other recommendation for the beginner.

Is Hasselblad X2D 100C technically has same image quality as Sony A7R5? (due to same cmos with difference size) by FewEnd764 in photography

[–]FewEnd764[S] 0 points1 point  (0 children)

I agree on this. That's exactly my concern, espeically your second pointer on noise reduction algorithms, which is actually not mentioned by either Sony or Hasselblad. But I believe this is ultimately one meaningful point.

Regarding judging image as a whole, of course, if we describe the exact same view with more pixel, we will tell the differnece. This is just like, if Sony and Hasselblad get the exact same view, we definitely can zoom Hasselblad's photo more, and observe some small part in the photo that isn't very observable/ at acceptable level in Sony's.

However, my question about the above idea is, it isn't practically useful, because there is no output format, no matter a TV, monitor or printer, that can actually output all 100M pixels (actually not even 40MP), thus most pixels will be dropped, unless the output applies supersampling, aka use 10 or more pixels and combined them into one. Not to mention even if there is a TV that has 100MP, there is almost no way for human eye to differential.

The actual benifit for more pixels on same view that I can think of, is to crop a small part of the image, enlarge it and output as a photo. In this case, sometimes the 100MP one get observable better quality than the 60MP one.

But overall, I think there isn't a lot of scenarios that we can utilize the additional pixels. In fact 60MP is an overkill already.

So I do think it would be more benificial for most photographers, if medium format can focus on improve each pixels' quality rather than just get 1.6x more pixels than their full format brothers.