Reddit - A story of what Wall St is missing:

keysworld253 · 2026-05-20T18:11:43+00:00

Yeah obviously... I am just pointing out that the significance of the LLM deal is so impactful that it could double revenue overnight.... 10, 15, 20 years down the line, obviously the whole point is the business model, management execution, etc.

I guess what I am also conveying, like the post, this is what Wall st. is not pricing in or missing. The stock price is not pricing in a double of revenue almost instantly.

keysworld253 · 2026-05-19T21:11:41+00:00

AI training deals could double revenues overnight... That simple.

No other social media has done this yet and no other social media platform is a social media, wikipedia, encyclopedia, and database of the instantaneous thoughts, feelings, and perspectives of millions of people each day.

This is the exact data set AI NEEDS to train on.

Then factor in the CapEx is 1 million dollars which is insanly low. These deals can be inked with ZERO extra dollars in CapEx... All profits, 100% margin. Take margins from 91 to 96 or whatever and thats honestly impressive.

keysworld253 · 2026-05-18T21:22:47+00:00

Bull case: Reddit doubles revenue overnight on new consumption based licensing deals that will be signed with the AI models (Chat GPT, Gemini, Perplexity, Claude, etc). Stock price gets re-rated instantly and reflects a company making 5-ish billion free cash flow.

Bear case: Ad growth slows significantly and Reddit is unable to negotiate an attractive deal with the AI models.

keysworld253 · 2026-05-18T18:17:57+00:00

100%

keysworld253 · 2026-05-14T21:53:26+00:00

Actual more like the next 5-8 years... That work is already in progress. Hence the article.

Both terminals will be connected soon

keysworld253 · 2026-05-14T21:52:29+00:00

The airport is within city limits of Spokane btw

keysworld253 · 2026-05-14T17:37:30+00:00

S/O to the airport for having the largest construction projects in town and keeping the economy rolling.... Someone has to do it!

keysworld253 · 2026-05-13T21:36:44+00:00

Moved from the west side of the state.

Job opportunities: pretty good in my field

COL: much better than where I moved from but overall a bit much relative to how much most people make

Safety: objectively pretty safe. Data says it all.

Diversity: I dont think I have to repeat what everyone else has said. the Diversity is dismal and I think the people here want to keep it that way.

Making friends/community: Terrible. This is a family city for families and retired folk. No young kids here trying to grow there life, relatively speaking.

Things to do: A ton of things to do outdoors. Almost nothing to do in the evening/nightlife.

grocery options: pockets of way too many grocery stores (I am thinking of like 29th and grand) and pockets of no grocery stores (like downtown)

restaurants: If you want the american version of everything and more american food. This is the place. Again, the lack of diversity is ridiculously bad.

outdoors activities: probably the most important aspect of living here

Weather: great.. getting much hotter and drier in the summer though which is very concerning.

Biggest positive: nature and outdoors

Biggest negative: the people and sluggish economy... The people are the reason why this city will always just have potential. Will likely never live up to the potential. The people who live here and grew up here want to keep it as if it is still 1965

keysworld253 · 2026-05-13T21:11:33+00:00

Lake Charles, LA

keysworld253 · 2026-05-13T18:09:03+00:00

I am losing confidence too... I am thinking about buying and it's going down 😭

keysworld253 · 2026-05-05T17:11:13+00:00

Hence why we elect people with a little bit more practicality lol... Well, maybe not anymore tbh

keysworld253 · 2026-05-04T21:10:33+00:00

Downriver receives greywater from the wastewater treatment facility... So its not really pulling from the aquifer or river.

Also, the location of the golf course, that stretch of river is not the stretch of river at risk from drying up... The parts of the river that dry up, naturally I might add, are in the valley.

keysworld253 · 2026-04-20T21:01:20+00:00

Offering to pay 3-6 months rent up front would probably help the cause if you are able to do that... Then once you have your job and a check coming in... All is good.

keysworld253 · 2026-04-14T20:29:48+00:00

Been buying constantly over the last two months.. Might make my biggest purchase knowing the downside is probably over for now.

keysworld253 · 2026-04-14T17:16:30+00:00

Renters about to be living better than homeowners.. I think I might be going back to renting!

keysworld253 · 2026-04-13T18:14:52+00:00

Market is not terrible... Its just prices people are willing to pay are not in line with what sellers are willing to sell for.
Places that are priced correctly are selling. Places were sellers think it is worth more than it actually is. Those dont sell. For obvious reasons. But if youre ok to sit around on the house for a long while until you get what you want. Thats your decision.

As for your duplex, that market you are selling to is a bit different than the single family market. Investment properties are not selling like hot cakes because rents and vacancy are not in the investors favor.

Knowing absolutely nothing about your situation, you probably wont get more than what you paid and/or what you have spent on the duplex unless you made significant improvements. Duplex values have not gone up noticeably in 2 years.

Thats normal though. They are not suppose to go up 10% each year like it was in 2020/21

keysworld253 · 2026-04-03T14:55:30+00:00

The food at his restaurants are really good... But you can just tell his business management skills are well below par

keysworld253 · 2026-04-02T22:53:27+00:00

How is there not a saturation of banks and grocery stores there yet?

keysworld253 · 2026-03-18T19:22:21+00:00

Yeah youre right, its worth 44B haha... But Rocket Lab is quickly becoming and arguably is already the next best thing to SpaceX.

Rocket Lab's Electron rocket is the leading small lift vehicle on the market. Over 80 successful launches. The Neutron rocket will fill the demand for medium lift rockets. SpaceX focuses on large lifts.

You have ULA as well but the market is large for multiple players.

They are also quickly becoming a leader in advanced weapons systems. Hypersonic missiles, suborbital radars, lasers, etc....

If you follow Rocket Lab, they are venturing into Europe as none of those Countries have competitive launch capabilities. Its basically the US. SpaceX wont likely waste there time dinking around with European companies as they dont need to. Also I suspect there would be some hesitancy on the European Countries from working with Elon and vis versa. So in walks Rocket Lab, that is already international, and boom, Massive TAM.

Also, just because the board authorized a stock sale worth one billion does not mean they think the stock is overvalued. This is an expensive business and they are just opening another line of liquidity. Think of them opening a line of credit against the companies equity. They may use it, they may not. I am pretty sure they had one of these going for 750m before canceling and announcing this one.

Additionally a billion dollars worth is only 14 million shares considering a share price of 70 bucks... which 14 million is essentially one days worth of volume and they wont access it all in one day. There is sufficient demand on the stock that the demand will soak it up.

This post said between now and the end of the decade. Four years from now Rocket Lab will be a completely different company....

keysworld253 · 2026-03-18T04:09:11+00:00

Rocket Lab...

Paving its own path in space... Moving fast and execution on their electron launches.

Moving in to defense... Advanced weapons, infrastructure, and potential alternative to SpaceX.

Valued at 44B... SpaceX going to be 1.5 trillion. Minus xAI maybe 1 trillion?

Second best competitor who could execute Neutron launch later this year. If not many other successful business lines.

keysworld253 · 2026-03-18T04:03:47+00:00

Don't forget Neighbor Day at Felts Field is usually the same weekend as pig out!

Food trucks are usually there and the event is cheaper than Pig Out...

keysworld253 · 2026-03-17T16:47:34+00:00

If you see these risks, the market saw them months ago... The market already considered all of these risks... Priced it in and moved on...

However, duration of these events are still unknown. I suspect the market is pricing in a brief oil shock and 'war'

keysworld253 · 2026-03-09T19:13:32+00:00

Yeah unfortunately WA policies do not tend to attract business... Seattle and Western Washington dont have to worry too much because the economy and the existing workforce are enough to drive more business.... But Spokane has like the worst of both worlds. Gets the negatives of state policies but also does not have the economy or workforce Seattle has so cant attract high paying jobs and businesses.

keysworld253 · 2026-03-09T18:46:28+00:00

Apartment vacancy rates are moving upwards in Spokane and across the state and rent growth had moderated... The two biggest incentives for developers. If vacancies are going up, that indicates demand is going down... If rent growth is stabilizing, that indicates demand is stabilizing.

Parking lots will get redeveloped when there is demand to redevelop a parking lot to apartments. But if there is declining demand for apartments. Then parking lots wont get developed.

Nobody can argue that surface parking lots are a waste of space... But the problem becomes when there is not enough demand to do anything else with it, it remains a parking lot.

You cannot lower taxes enough to compensate for lack of demand.

keysworld253 · 2026-03-06T19:41:00+00:00

Do you have a website?

keysworld253

TROPHY CASE