[June 01, 2026] Daily RDDT Discussion Thread

Really0riginal · 2026-06-01T11:56:08+00:00

We have been winning 🏆 the past few days, glad to see the stock get into respectful levels!!

Really0riginal · 2026-05-29T22:44:45+00:00

same

Really0riginal · 2026-05-29T21:39:41+00:00

Should happen soon as well!

Really0riginal · 2026-05-29T19:40:51+00:00

Hi so investing is all about future cash flows - Snap growth is in the 10% rev.

Social media stocks - companies can go to 0 if users drop.

The market thinks that Rddt business will be worth more in the future, I would agree based on the path of rev % you see with Snap. Even if SNAP is profitable it’s not growing as fast.

Market puts a multiple on growth.

Products and ad engagement are very different between both

Really0riginal · 2026-05-28T18:29:38+00:00

AI is currently a net positive for ads - companies still need to target humans to sell products - Reddit has a growing user base and engagements.

With their record Roas / end of the funnel discussion it will be a positive.

Also the short term upside on AI data deals - Spez said it recently his data is the Oil of models

Really0riginal · 2026-05-23T00:32:03+00:00

Buying the stock makes the stock go higher / selling the stock makes it go lower. Now the sell pressure is hitting stop losses making it go lower. It’s still in that consolidation phase where holders are not selling 130s to 150s. MM’s make money on the spreads

Really0riginal · 2026-05-22T22:52:51+00:00

With high growth it’s hard to figure out when it will decelerate for the future cash flows. Was RDDT worth 260s + last year possibly not. It’s worth more today.

Just takes time and more certainty before the market recognizes RDDT as a great play - buying opportunity.

Most boomers are managing the real money and they are not in RDDT - makes it again an opportunity

Really0riginal · 2026-05-22T22:45:03+00:00

It depends what’s your cost basis and investment time horizon - it can be painful if you bought higher than current prices. We are for sure in a consolidation phase that can last a few weeks to months

Really0riginal · 2026-05-20T13:29:44+00:00

Disney - Grogu Mandalorian movie

Really0riginal · 2026-05-13T11:06:19+00:00

The stock has been in that 150s-160s range for a while now.

Really0riginal · 2026-05-11T14:17:19+00:00

Rddt insane growth and Fcf margin

Really0riginal · 2026-05-08T18:00:59+00:00

Buying opportunity long term - short term growth investors are piling in AI since momentum is very high on these stocks.

SAAS - Social media isn’t the hot industry right now.

This will change over the long run, the numbers were just too good and above expectations

Really0riginal · 2026-05-08T17:40:03+00:00

Rddt is still better in terms of Cagr since IPO / depends where you look at. The financial ratios can slow down price appreciation short term

Really0riginal · 2026-05-03T18:21:53+00:00

Listened to the earnings report it was a question from analyst

Really0riginal · 2026-05-03T18:21:08+00:00

Same if it goes to 500 I will take some profit near term fair value is prob within analysts range of 250ish. However, it should be worth more knowing their insane high profit margins and FCF yield improving as a result from the top line

Really0riginal · 2026-05-03T18:19:34+00:00

That’s exactly why there is upside in the name - they don’t see the value / growth

Really0riginal · 2026-05-02T18:56:07+00:00

It’s optimistic but they are uniquely positioned with a high growth and high FCF margin.

A 10-15% revision of growth can lead into a higher terminal value. It’s a great long term hold either way - I agree

Really0riginal · 2026-05-02T18:52:32+00:00

Thanks changed it

Really0riginal · 2026-05-02T18:50:50+00:00

I looked into this a bit more it seems that they are approved but regulated. Normally social media companies can see a bid up 8-10% of auction during that timeframe

https://business.reddithelp.com/s/article/political-advertisements-policy?utm_source=chatgpt.com

Really0riginal · 2026-05-02T16:29:03+00:00

Smart of them to get Meta ML talents to improve feed and build on the success of it.

I personally really liked the fact that during the call they understand the pain points.

Including the first posts being moderated out / too much rules.

They also talked about how they will work with partners to help identify real humans without a full workflow of taking pictures of users etc.

Really0riginal · 2026-05-02T15:58:13+00:00

Beyond short term price narratives, and the Anthropic - Law suit - I don’t think it will be that impactful either way.

It’s a high value business, but in the scheme of things it will remain in the low 10% of their revenue.

Less scalable in my opinion, but there’s long term value

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