$RDDT 0.14 Weak

Notable posts

• @amitisinvesting bullish 1779 eng

  Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027… 1. $NVDA 2. $AMD 3. $GEV 4. $TXN 5. $RKLB 6. $RDDT 7. $GOOGL 8. $FIX 9. $AAPL 10. $GLXY 11. $SNDK 12. $BE Am I cooked?

  view on X →
• @amitisinvesting bearish 950 eng

  reason markets are struggling right now... - trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes - iran is proxy targeting refineries against middle eastern allies including bahrain and kuwait, not good for oil prices or general escalation - kospi got wrecked last night -9% which is hurting the $SKHY SK Hynix along with the memory names in the US and if the memory names get hurt, the rest of the semis follow the good thing is, software names $IGV $PLTR $SHOP $RDDT $CRM $NOW $ADBE $FIG $ZETA are getting some of the rotation so the broader breadth of the market is widening out high-beta names in July have just not done well and it feels like this July is becoming very similar to the past 5 years, which is really just creating a month of consolidation for the most momentum driven names

  view on X →
• @StockSavvyShay neutral 664 eng

  NEXT WEEKS EARNINGS ARE MASSIVE • Monday | $APLD, $NVTS, $CDNS, $AMKR • Tuesday | $BE, $KLAC, $PYPL, $V, $TER, $ENPH • Wednesday | $MSFT, $META, $HOOD, $ARM, $QCOM, $SOFI, $VRT, $LMND, $LRCX, $VKTX, $FTNT, $CVNA • Thursday | $AAPL, $AMZN, $COIN, $RBLX, $RDDT, $TEM, $RIVN, $FSLR, $MA, $PGY, $MSTR, $AXTI, $NXT • FRIDAY | $CVX, $XOM, $ABBV, $CCJ, $MRNA

  view on X →
• @amitisinvesting mixed 610 eng

  Futures are up, bitcoin is up, and oil is down because of reports that the US and Iran have stopped strikes against each other for the time being. Trump was supposed to strike on Friday but ordered the military not to, and as a result Iran's retaliation was stopped because there wasn't anything to retaliate to. I am not sure if this is a sign of actual progress that can lead to something meaningful, but if there was ever a time for some type of ceasefire, it would be when... - The 10-yr passed 4.7% - Oil was up 25% in a month - The sector responsible for the majority of the S&P 500's earnings growth (SMH) was down 16% - Rate hike probabilities passed 75% for October - US national gas prices passed $4/gallon again Any escalation would just lead to more inflation and uncertainty for stocks which obviously wouldn't be the best for the broader economy. The big headline on Friday was that China talked to Trump and assured him they would never sell weapons to Iran while others reported that China is actually trying to secure a peace deal between Iran and the US. Maybe there is some truth to this given Trump responded to a reporter on Friday and said, "we are talking to them, maybe there won't be a tipping point, maybe there will be," implying that there might be more talks happening that are positive even though every set of talks recently has not resulted in anything closer to peace. Big earnings this week with $MSFT $META $HOOD $AAPL $AMZN $SOFI $RDDT $V $UPS $MA and more along with the FOMC meeting on Wednesday. It will be Kevin Warsh's second meeting as Fed Chair. Hoping we get some relief as more escalation would really just create an ugly environment for inflation, risk on assets, and the potential for rate cuts.

  view on X →
• @StockSavvyShay bearish 467 eng

  $RDDT is down nearly 23% after management acknowledged continued pressure on logged-out search traffic despite remaining confident in long-term user growth. The company also sees more potential buyers for its data beyond $GOOGL and OpenAI. https://t.co/fDSikE3vPD

  view on X →
• @amitisinvesting bearish 439 eng

  $RDDT it was coiling up, back to $200 👌 30% CAGR on EPS until 2030 did not deserve the multiple it was trading at, neither did 70% revenue growth this stock was trading in the $250s for a decent period of time, it's made a pretty large move since the $140s but does not feel like hype, feels like the market is back to rewarding some of the growth from SaaS and ad-tech companies $ZETA and $META in the ad space also up nicely

  view on X →
• @StockSavvyShay bullish 333 eng

  $RDDT Q2 EARNINGS • Revenue $805M vs Est. $731M • EPS $1.25 vs Est. $0.96 • EBITDA $343M vs. Est. $298M • DAUs 130.3M (+18% YoY) Q3 Guidance • Revenue $865M vs. Est. $830M • EBITDA $390M vs. Est. $369M Reddit says surpassing “$1M in revenue per employee” while sustaining eight straight quarters of 60%+ growth proves the strength of its community model.

  view on X →
• @wallstengine bullish 304 eng

  REDDIT $RDDT Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $805M (Est. $730M) 🟢; +61% YoY 🔹 EPS: $1.25 (Est. $0.95) 🟢; +178% YoY 🔹 Adj. EBITDA: $343M (Est. $297M) 🟢; +106% YoY Q3 Guide: 🔹 Revenue: $860M-$870M (Est. $829M) 🟢 🔹 Adj. EBITDA: $385M-$395M (Est. $369M) 🟢 Other Q2 Metrics: 🔹 DAUq: 130.3M; +18% YoY 🔹 WAUq: 514.6M; +24% YoY 🔹 Gross Margin: 91.3%; +50 bps YoY 🔹 Net Income: $253M (Est. $197M) 🟢; +183% YoY 🔹 Free Cash Flow: $261M (Est. $247M) 🟢; +135% YoY 🔹 Operating Cash Flow: $262M; +135% YoY Capital Return: 🔹 Buybacks: 1.5M shares for $235M Comments: 🔸 “In an increasingly automated web, the value of real human perspective has never been higher. Reddit’s commercial momentum reflects that.” 🔸 “Crossing $1 million in revenue per employee and maintaining eight consecutive quarters of over 60% revenue growth shows the strength of our community model and the value we deliver to advertisers.”

  view on X →