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RDD

RDDT

6 tracked calls · 4 long · 2 short · last 90d: 3L/2S
first called by Invest Like the Best 1y ago
RDDRDDTLONG1w ago
“I am going to go with for my biggest winner for training data owners like the New York Times, Reddit X, Twitter, YouTube etc. I think what we learned in 2023 was that the language models are starting ”
All-In Podcast

Language models are rapidly commoditizing, shifting the real value to proprietary training data owners like Reddit who already rake in $130M from AI deals.

RDDRDDTLONG@ $164.78
$138.05-16.22%
since call Jul 24
peak +9.0%
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RDDRDDTLONG4w ago
“Reddit is licensing out its data to these things. And that's obviously going to be very, very good for it. So the question is, again, like what are the downstream effects of AI going to be now? That's”
1000x

Park your money in Reddit as the stock hits $191 because AI heavyweights like OpenAI continuously license its forum data to answer everyday user queries.

RDDRDDTLONG@ $202.21
$138.05-31.73%
since call Jul 1
peak +3.4%
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RDDRDDTLONG4w ago
“Reddit, monster day. It's almost like data is valuable. Reddit's up 14%.”
ThreadGuy

Investors are aggressively bidding up Reddit as Wall Street finally grasps the unmatched monetization power of its proprietary data vault.

RDDRDDTLONG@ $198.13
$138.05-30.32%
since call Jul 1
peak +3.4%
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RDDRDDTSHORT2mo ago
“I think that Reddit gets hurt by LLMs the most out of every social media platform.”
ThreadGuy

LLMs eat Reddit's core use case: niche personal queries are exactly what ChatGPT does best

RDDRDDTSHORT@ $146.05
$138.05+5.48%
since call May 26
peak +5.9%
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RDDRDDTSHORT2mo ago
“Meta has just announced a new Reddit-like app called Forum”
ThreadGuy

Meta's new Forum app plus a fading casual-user base and weak ad-only model with stock already down 40%+

RDDRDDTSHORT@ $143.95
$138.05+4.10%
since call May 22
peak +4.1%
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RDDRDDTLONG1y ago
“these larger closed networks with 1,000 members or a million members, but it's closed, um, they have, they have a lot of power. I think Reddit is emerging as…”
Invest Like the Best

The individual voice keeps gaining power over institutions in a post-truth, AI media world.

RDDRDDTLONG@ $148.50
$138.05-7.04%
since call Jul 1
peak +35.9%
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