RDDT Reddit Inc

$RDDT 14.81% of the float is short. That's a decent percentage betting against a company with $3B cash, zero debt and 50% top line growth. Shorts piled in after the drop. Not to bright imo..If the next update on logged in users or a data licensing deal surprises to the upside they all need to buy back at once and could get crushed Not saying it squeezes tomorrow. Saying the setup is there imo

$RDDT Buyback at work, I expect this to go higher in the next few weeks ! Huge profitable company trading at the discounted valuation. Google AI mode isn't going to bankrupt the company, RDDT is sticky for its users, and new users will come through Google or some other means.

$RDDT just quietly leaving this here. Literally zero analysts sees it trading lower 12 months from now. The lowest Price Target of all is $100. In other words, the biggest bear on Wall Street sees you getting 10 % returns.

$RDDT way oversold on “fears”. Meanwhile 50% increase in revenue YOY, and a beat on earnings.

$RDDT Biggest obvious buying opportunity of your life here folks Don't say I did tell you.

$RDDT all those logged out users, yep they converted, they are now logged in users- spez in the future

$RDDT this stock easily up to 125 there growth if it went to 40% the stock worth 125 all day it’s never going to 80 that’s a pipe dream after midterms big rally

$RDDT The negative DAU figure everyone is focusing is was overblown. Logged-in grew. It’s the folks who generate next to nothing, those that clicked a link off of Google, got their answer, and closed the page, that declined.

$RDDT I guess Dems taking control of congress is good for this. All those that complain about it being a lib cesspool are now eating their words. And NO I am not a lib (or even a Dem) just a RDDT investor since IPO share allocation. One of the cheapest high growth stocks out there.

$RDDT One of the greatest investment in Wall Street! Next year we will more efficient and we will beat earnings estimates!

$RDDT October was brutal and not just for RDDT. Check out the performance of these stocks for the month.

$RDDT Reddit banned me for saying” you god damn Mongolians “ 😂 referring to South Park. Soft af platform. Hope it tanks more this week

Massive rerating in $RDDT - Fwd P/E 14.49x Google search referrals dropped by an avg of over 1M visits/week, driven heavily by Google's AI Overviews & AI Mode answering user queries directly on the search results page without a click-thru While total DAUs nominally rose globally to 130.3M (up +12% y/y), US DAUs slipped -2% to 50.7M—the 1st annual decline in the US since their IPO. The logged-out, unauthenticated US reader base took the brunt of the contraction, dropping -4% But..... This traffic isn't sticky & doen't open accts (precisely what mgmt has leaned on for years) - logged-out desktop/mobile web casual visitors produce a fraction of the value compared to logged-in app users - over 85% of Reddit’s monetization comes from logged-in users & app users where ad targeting & engagement loops are tightly integrated - this top of funnel ARPU is near zero anyway US ARPU jumped +53% to $13.82 Issue is if search traffic shifts permanently toward AI engines answering questions without sending users back to the source, the bargaining power of user-generated content platforms shifts. Ironically, Reddit licensed its data to the very entities now keeping its readers on search pages!!! Reddit’s tactical response to this traffic bleed is aggressive: they are testing a logged-in-only experience (forcing a sign-in wall) in select international markets Mgmt is betting that they can prune low-value, non-converting web traffic, wall off their data from free AI scraping, & force casual browsers to either create accounts or leave - this protects the platform's content ecosystem, but it introduces guidance risk - mgmt warned that if referral declines persist, total DAUs could drop by a low double-digit percentage in the near term With $3B in clean cash, zero debt, and a cash-generative engine hammered down by temporary traffic panic, the asset math makes it a screaming buy for an AI frontier trainer. This isn't about buying a stagnant ad network; it’s about securing a perpetual, exclusive firehose of high-intent human training data that competitors can never legally replicate or scrape away again. The walls are going up. The open web is dead, and data is the only remaining sovereign value

$RDDT putflow is higher and were green...thats how tou know there is covering already taking place

$RDDT so I was doing some Google searching and the results turned up Reddit post. I wonder if there’s already a little bit of a switch has anyone else seen this?

$RDDT im backing up my words with money. I doubled my position at 95. Impressive 60% growth despite all the negative comments on the platform. Do You want to invest in stocks that are down bc they are struggling or when they are growing and adopting new changes to learn and increase revenue. The company is in a healthy postion to make changes and can even do another buy back. It still has room to grow internationally and its ai revenue; there is more room for the upside.

$RDDT forward PE (teens) and growth, even if growth is 30% is worth buying here. Will buy in the coming days and sell it at 150s next year. mid term long buy here.

$RDDT thats where it should be now even higher this drop from $140 few days ago on good earnings is senseless imo gl

$RDDT This is setting up incredibly well for a short squeeze. Too bad I’m all out of powder.

$RDDT Management needs to go. They’re absolutely clueless. Don’t expect anything meaningful till next quarter In the meantime watch Huffman Wong make $30-$40 million more