$RDDT
Reddit, Inc.How his view evolved
Every substantive take he's posted on $RDDT, newest first — each labelled with the stance he expressed at the time.
- Jun 11, 2026Bullishconviction 3/4
@Ud197601 Everyone kept calling $AXTI a scam, and my thesis BS on $RDDT. Glad to see my thesis being validated by Reuters and Chinese/US trade negotiations lol.
View on X → - Jun 9, 2026Bullishconviction 3/4
Nah, Jim Cramer is like the 4th Newton’s Law. Inverse Cramer just written into the laws of the universe. I’ve been bullish on $RDDT since $140. But Cramer was telling everyone to buy Reddit the entire time since Feb. So it’s been flat. https://t.co/gRHq6gRKTi https://t.co/m7VfW0YI57
View on X → - Jun 5, 2026Bullish
@DanyloAkymenko $AAOI is my current favorite US long. I personally cost average recently whenever it dips to $150, or even $170. $JBL should preform really well once they’re 1.6T LRO goes mass production with $SIVE h1 2027 imo. Also talked about $RDDT today. $MRVL if you think it hits $1T
View on X → - May 20, 2026Bullishconviction 3/4
@XtineFang I do have $RDDT! They’re one of the few extremely profitable growth companies out there. Just sadly hasn’t really reflected in market price so far.
View on X → - May 20, 2026Bullishconviction 4/4
There's some things in the market that don't make much sense. $RDDT is the perfect example post-earnings. One of the most profitable names right now with high growth... But if it's related to software or not burning $1T+ in AI capex, markets don't care? https://t.co/uWJ55OuZMO
View on X → - May 8, 2026Bullishconviction 4/4
I still think $RDDT is one of the few non-AI names that is extremely compelling. Just by how fast they’re growing + true profitability post-earnings. Honestly still not sure why they’re underperforming the market… https://t.co/C9T3qbc8vZ
View on X → - May 1, 2026Bullishconviction 4/4
@Rumbourbon23 There's nothing more compelling in the larger cap software/social media bucket than $RDDT
View on X → - May 1, 2026Bullishconviction 4/4
Finally vindicated on my $RDDT long 6 weeks later. Funny thing is… It’s still down 28% YTD after that absolute blowout of quarter earnings and projections. Personally think it heads back to $200+ over time (repricing doesn’t happen in a day) since it’s a growing money https://t.co/Y5nPAAAMev https://t.co/tuVMZIwgAH
View on X → - Apr 30, 2026Bullishconviction 4/4
@WhitePine009 They grew 69% Y/Y, 91.5% gross margins... with GAAP net income close to 31% of their revenue. Lot of software companies mask profitability with SBC like Snapchat. But $RDDT figures are high revenue growth with an immense portion of that adding to their cash balance sheets.
View on X → - Apr 30, 2026Bullishconviction 4/4
@ruth_capital Yeah I expect $RDDT to outperform broader market after these earnings. Algorithms bundle Reddit up with software names disrupted by AI. But they just keep printing FCF and growing at fast rates, and raw net income usually drowns out the false narratives.
View on X → - Apr 30, 2026Bullishconviction 3/4
@ConfusedNDazzed I would ignore the lines on the chart and just look at pure numbers for $RDDT. Their profitability is absurd and they’re still growing at insane rates. Valuations will catch up to fundamentals eventually.
View on X → - Apr 30, 2026Bullishconviction 4/4
Wow, $RDDT just posted an absolute blowout quarter. -> $663M revenue (69% growth Y/Y) vs. ~$608M consensus. -> $1.01 EPS reported vs. $0.6 consensus (68.3% beat). -> 91.5% gross margins. -> Q1 GAAP net income was $204M. This is probably the most important figure for true https://t.co/LI89hVGSIk
View on X → - Apr 15, 2026Bullish
I'm just sharing my journey and thoughts. People give me too much credit, everyone takes their own trades. As for me... I finished the day up +1,337.81% YTD. $MSFT, $META and $RDDT beginning their recoveries today helped a bit. This is exactly why I believe if your ideas https://t.co/qbndWTkzSf https://t.co/4lPfCpidPd
View on X → - Apr 8, 2026Bullish
Samsung, SK Hynix both back close to ATHs with $EWY following suit. Buying back some names that crashed from macro like $MSFT (-21%), $RDDT(-36%), or $HOOD (-31%)… Or others like $ETH or $IBIT here might not be the worst idea. Especially as rate cut odds (2-3) spiked on https://t.co/GkUVAtpZSU https://t.co/lE9fZMyf2O
View on X → - Mar 28, 2026Bullishconviction 3/4
I don’t post USD values of positions from $RDDT to $CRCL since they’re irrelevant. What matters are the core thesis/ideas: The % outcome in the market validates them, not the size of a portfolio and USD values going up a lot (like .01% of $10M). I’ve said this before as well https://t.co/yswaNDtErv https://t.co/Jwz7pDOfGX
View on X → - Mar 25, 2026Bullish
@HAkbarnataj $TTD and $RDDT are good recovery longs. However feels like markets just don’t care about software companies growing 20-50% Y/Y anymore?
View on X → - Mar 20, 2026Bullish
@moderndayvenom I’d send it into silicon photonics/CPO since we know it’s coming from OFC and $NVDA GTC. Names like $TSEM, $SIVE, $SOI were my favorite three higher conviction ones. Then I’d diversify a bit, maybe $RDDT as a long as of today’s prices. And $AAOI for current transceiver cycles.
View on X → - Mar 12, 2026Bullishconviction 3/4
@Nietschecapital So $RDDT operated at a loss for most of time, and carried: ~$6.5 billion in U.S. federal NOL carryforwards. ~$4.4 billion in U.S. state NOL carryforwards. ~$4.9 billion in U.K. NOL carryforwards. ~$1.0 billion in U.S. federal research tax credits. If you're looking at Reddit
View on X → - Mar 12, 2026Bullishconviction 4/4
@RB1Patrick Yes $RDDT is one of my core longs around $137. I’m just upset it went below my cost average.
View on X → - Mar 12, 2026Bullishconviction 3/4
@MarkosAAIG Would not compare one of the most popular platforms in the world $RDDT to the likes of endless SBC $SNAP or $DUOL. GAAP net income for Reddit last year was $530 million (including SBC), while Snapchat is heavily dilutive.
View on X → - Mar 12, 2026Bullishconviction 3/4
@jpainefrommaine Yeah basically. I would not be surprised if $RDDT just sat around $120-$150 for another month, then when everyone capitulates it randomly goes to $200+
View on X → - Mar 12, 2026Bullishconviction 4/4
$RDDT is getting ridiculous. Looks completely mispriced. Now down 40% over the past few months. If you strip out carry-forward losses, their net profit is ~28% of revenue, which is absolutely enormous. And they’re growing forward revenues 50%+ Y/Y after 70%+ Y/Y growth. If https://t.co/nRrjjUPxte
View on X → - Mar 9, 2026Bullishconviction 3/4
@Nietschecapital I appreciate being called handsome, thank you. Don’t think $RDDT needs to end up as a cult stock like $IREN or $ASTS for it to go up 50%+. As fundamentals should speak for itself! It does make most of its moves in just a few days out of the year compared to other names, so
View on X → - Mar 9, 2026Bullishconviction 4/4
@amitisinvesting Agreed, there’s actually some net operating loss carry forwards but even if you model that out a few years from now. $RDDT is insanely undervalued relative to growth and profitability. And I think wartime actually boosted 2026 q1 engagement metrics/revenue numbers past
View on X → - Mar 9, 2026Bullish
@tristanfinazzo $RDDT is high IV so I personally prefer just shares only.
View on X → - Mar 9, 2026Bullishconviction 4/4
Reddit ( $RDDT ) in fact looks: Exceptionally Bullish during War. My thesis is that they will likely blow away next quarter earnings expectations. Here's what the market missed: 1. Extreme User Engagement during Wartime. The major two Western outlets during live events: X https://t.co/FxbpzZw6Y4
View on X → - Mar 7, 2026Bullish
@MontSalvatUSA @daniel_koss I’ll make a follow up post on this, stuff like $INTC, $COHR, $RDDT, $IBIT, and $RKLB are not going away anytime soon.
View on X → - Mar 6, 2026Bullishconviction 3/4
@MtRainier07 $RDDT revenue from AI revenue sharing was $36M out of $726M. Even if you think their data quality was bad, Reddit is not dependent on licensing deals. But I’d argue most of the benefit from AI training off Reddit datasets is pop culture/live events and learning human related
View on X → - Mar 6, 2026Bullishconviction 3/4
@LivingITMoney You do realize $RDDT FY revenue around IPO was $803m and they were unprofitable? Look at existing fundamentals + forward growth, not just the chart.
View on X → - Mar 6, 2026Bullishconviction 4/4
$RDDT is probably the most compelling dip buy at $138, ~$26.5B MC. You don’t get more profitable + high growth than Reddit. Forward 54% Y/Y growth rate coming off 70% ~$2.2B FY 2025 revenue. Net profit margin is literally 34.7% of revenue and expanding because Reddit is so https://t.co/iXxvbqEZec
View on X → - Mar 6, 2026Bullishconviction 3/4
@kledisonff10497 I don’t use stop loss. All the names from stuff like $LITE or $RDDT, I’m comfortable holding long term even in drawdowns.
View on X → - Mar 5, 2026Bullishconviction 4/4
@swingtrader003 @CryptoVandelay High conviction in $RDDT long term. Nothing changed about it other than the market dropping as a whole today
View on X → - Feb 28, 2026Bullishconviction 3/4
@LandoInvests No. Point was that it's not a good idea to sell high-beta like $RDDT or $SOFI after dropping 30-40% to reposition into crowded plays like defense/oil that have already been frontrun and are ATHs. For me personally with my oil/defense hedges, I'm looking for any major retail https://t.co/SLZ4Lk5490
View on X → - Feb 27, 2026Bullishconviction 4/4
The "AI is Disrupting Software but Not Really" Bucket. Here's my personal list of favorites: $RDDT ($149, -37.47% YTD): 10/10 $NFLX ($84.61, -30.85% 6M): 9/10 $NET ($169.5, -13.55% YTD): 10/10 $SPOT ($488, -15.2% YTD): 9/10 $SNAP ($5.13, -38.1% YTD): 10/10 $DUOL ($85.3, https://t.co/6TnUQi4p0E
View on X → - Feb 27, 2026Bullish
@NabQ321 I’ve been a net buyer in the “AI disrupted X company but in reality it has no effect” bucket. Things like $RDDT have been sold off 40%+ along with other software names and haven’t recovered yet. So maybe it’s a good idea to take a look at those.
View on X → - Feb 11, 2026Bullishconviction 3/4
@AI_PowerFlow -41.96% crash on $RDDT for beating all estimates and growing 70% Y/Y off 35% net income margins is wild. You can’t vibecode the network effect Reddit has. And you can’t defeat the human element for Super Bowl threads by talking with ChatGPT. Probably best opportunity I’ve seen https://t.co/hxc4spt2TN
View on X → - Feb 11, 2026Bullishconviction 3/4
I feel like $RDDT gets added to the “software” names that gets disrupted by AI bucket by mistake. Then gets sold off together when Reddit is fine. Don’t think you’ll ever see a mid cap company growing 70% y/y, 91.5% gross margin, ~27-30 forward p/e again. And they’re forward https://t.co/jZaoR6ylmF
View on X → - Feb 11, 2026Bullishconviction 3/4
I feel like $RDDT gets added to the “software” names bucket. Then gets sold off together with the ones that would be disrupted (Reddit is fine) Don’t think you’ll ever see a mid cap company growing 70% y/y, 91.5% gross margin, ~22-26 forward p/e again. And they’re forward https://t.co/PvaMucsYML
View on X → - Feb 11, 2026Bullish
@Darkhawk720 @number1invest_ Do you genuinely think people go to $RDDT to get ask questions that can get answered by AI? No. You go for regarded takes on stocks on WSB or to see other reactions/discussions from people about the superbowl or league of legends games.
View on X → - Feb 11, 2026Bullishconviction 3/4
@number1invest_ I’m just long $RDDT shares. IV is really high for Reddit calls so not a fan.
View on X → - Feb 10, 2026Bullishconviction 3/4
Day 1 of holding $RDDT: +5.83%. Reddit is growing rapidly 50%+ Y/Y (grew 70% Y/Y this quarter) and net income is 1/3rd their revenue. Gross margins are 91%, which is absurdly high. Surprised more $HOOD or $HIMS holders after earnings are not pivoting after seeing revenue https://t.co/5SUtLnuYlq https://t.co/bZoY1029B2
View on X → - Feb 10, 2026Bullishconviction 3/4
Day 1 of holding $RDDT: +5.83%. Reddit is growing rapidly 50%+ Y/Y (grew 70% Y/Y this quarter) and net income is 1/3rd their revenue. Gross margins are 91%, which is absurdly high. Surprised $HOOD holders after earnings are not pivoting after seeing Robinhood’s revenue https://t.co/fDeDD7qXSQ https://t.co/bZoY1029B2
View on X → - Feb 9, 2026Bullishconviction 3/4
@hun_chang23441 I don’t know enough about $APP to comment. That being said I’ve been looking for stocks sold off partly because of “AI” disruption narratives and $RDDT is personally my choice. Markets misunderstand network effect moat. I can make Reddit in a day but value comes from everyone
View on X → - Feb 9, 2026Bullish
@antisoftrug I made sure to point out data licensing to LLMs like OpenAi or Gemini is an extremely tiny portion of $RDDT revenue. If I were an LLM company I would not want to be training on subreddit data anyway. So non-factor going forward, if anything new deals would probably increase that https://t.co/PiD8JS4bLg
View on X → - Feb 9, 2026Bullishconviction 3/4
I'm long $RDDT at $139. Reddit presents an incredible opportunity after the -44.9% drop last month. Blowout Q4 earnings, but likely short-term option chain + liquidity influencing price. Results TLDR: Q4 Revenue: $726M (70% Y/Y growth) Net Income: $252M Cash: ~$2.5 Billion, https://t.co/ie2VU0nRb5
View on X → - Feb 7, 2026Bullishconviction 3/4
@iwantlambo $RDDT feels like a strong buy again after drop to $139 post earnings. Earnings felt great, looked option related selloff. $OSS is a moonshot type small cap pick for edge AI + defense spend. I made a post that showed they were already validated in Venezuela combat. If they can
View on X → - Nov 5, 2025Bullish
@DeepValueBagger So for examples: $RDDT should try and acquire $SNAP then turn it profitable (easy) by cutting AR segments, management, cutting GCP costs. (Regulators wouldn’t block this but they’d block $META acquiring it). Then go out and launch new products like what X does with banking.
View on X → - Nov 5, 2025Bullishconviction 3/4
@DeepValueBagger Also similar thesis to $HOOD (fintech) for $RDDT (social media) Sticky customer base, extreme profitability -> new product launches for that customer base -> acquisitions through profitability -> grow revenue. $RDDT -> sticky customer base, extreme profitability -> new product
View on X → - Nov 5, 2025Bullishconviction 3/4
@DeepValueBagger Yeah quantum was always a bubble, but I don't short given how irrational they are sometimes. As for the Internet's favorite/most hated community, I personally see the path to scale for $RDDT just how it's the 7th most popular website on the internet and it will be around for
View on X → - Nov 4, 2025Bullishconviction 3/4
November 4th - Stock Analysis + Macro Fire Sale: $META • $NBIS • $IBIT Strong Buys: $RDDT • $RKLB • $WLAC • $CIFR • $LTC • $SOL • $CORZ Memory: Nanya $2408, SK Hynix $HXSCL, $MU Buy: $AMZN • $DELL • $SMCI • $ALAB • $CRDO • $TSM • $AMD • $FLNC • $TE Warnings: https://t.co/0rqogsKhrl
View on X → - Oct 19, 2025Bullishconviction 3/4
October 20th, Important Rate Cut Trading Week. Personal thoughts and explanations: 🛝 = Swing Trade 🐈 = Catalyst Trade 🎇 = 2026 Trade, Tax Harvested Fire Sale 🔥 $NBIS Strong Buy $TSM $AMKR $WLAC $AMZN $LTC 🐈 $RDDT $HIMS 🛝 $IBIT $ALAB $CRDO $SMCI $FLY 🎇 $SNAP 🎇 https://t.co/OvQOeHNuWv
View on X → - Oct 12, 2025Bullish
@Hoona1203 I ran out of tickers because X post limits, otherwise $RDDT was a buy at $192, $AMD was a buy at $210, $VIRT is a buy at $33 (not so much as single long but as a good hedge and I believe this undervalued + will show up in earnings), lithium-rare earth stocks are a buy and so on.
View on X → - Oct 8, 2025Bullishconviction 3/4
@Lxizny $RDDT could always drop to $185, but its something I’m fine holding longer term in case of a slow recovery given I’m a frequent Reddit user lol
View on X → - Oct 7, 2025Bullishconviction 3/4
@lr_1994 I mean $NBIS, $RDDT on the dip were my two choices. But if you're buying short term options don't recommend it usually unless there's a major doom drop like $APP and you're expecting a recovery.
View on X → - Oct 4, 2025Bullish
@rioferdy838 Both $RDDT and $NBIS are great CSPs, good choice
View on X → - Oct 4, 2025Bullishconviction 4/4
Friday Market Close, Personal Thoughts and Explanations: Strong Buy $RDDT $SNAP $AMZN $ETOR $NBIS $LTC Buy $UPWK $MSTR $ORCL $TGT $CIFR $VIRT $CRDO $WULF $SOFI $META $AVGO $MRVL $SMCI $DELL Hold $RKLB $TSM $IREN $RR $ALAB $HOOD $FLNC $EOSE $BE $RIOT $MARA $GRAB $ASTS $NVO https://t.co/RukewpnIRv
View on X → - Oct 3, 2025Bullishconviction 3/4
@Neat_Lama So I was saying nobody cares that ChatGPT cites Reddit less because nobody visits $RDDT through ChatGPT. So the sell off was stupid since its immaterial to earnings. What was i saying about network effect in that since everyone is on Reddit, its hard for someone to make a
View on X → - Oct 2, 2025Bullish
@NateWGlass that post was for the next trading day after a 13% gain or so, $HOOD is was one of my high conviction stocks for long term but is currently pulling a $PLTR had the with $RDDT and now dropped another 20% but turned into a buy. if i had to give medium term predictions it would
View on X → - Sep 29, 2025Bullishconviction 3/4
@strandedpsgr Uh I treat it more like $COIN at this point where you can probably buy $RDDT in the $100's again next drawndown. Or with Coinbase $150 <-> $350 few month trade, but this trend might change after SPY inclusion.
View on X → - Sep 29, 2025Bearishconviction 3/4
Monday Market Close Thoughts: Extremely Strong Buy $NBIS $ETOR $LTC $VIRT Buy $AMZN $SMCI $TGT $CRM $TSM $CRDO $SG $CIFR $LULU $SLNH $ORCL $MSTR $RIOT $MARA Hold $IREN $HIMS $RKLB $PYPL $MRVL $IBIT $UPWK $GRAB $ALAB $ASTS $SOFI $NVDA $NVO Sell $HOOD $TSLA $RDDT $CRCL $PLTR https://t.co/Ciwmb1uU9I
View on X →