UPST Jumps Another 20%! How Do You Expect RDDT?

2025-08-02

$Reddit(RDDT)$ 🚀📈🔥 Reddit rips higher: Q2 blowout, AI tailwinds, and a $6.8M call sweep blitz 🔥📈🚀 I’m extremely confident Reddit ($RDDT) just redefined its valuation narrative. This wasn’t a routine earnings beat; it was a systemic pivot. Reddit’s Q2 results marked the most profitable quarter in its history: • Revenue: $500M, up 78% YoY • Net Income: $89M, flipping from a prior loss • EPS: $0.45, smashing consensus of $0.19 • Daily Active Users: 110M, up 21% YoY • Gross Margin: 89.73% Q3 guidance is equally aggressive: • Revenue projected at $535M to $545M • Adjusted EBITDA: $185M to $195M, more than double YoY CEO Steve Huffman emphasized Reddit’s unique strategic moat, noting it is now the “most cited domain for AI training across all models.” T

{"data":{"themeId":"fd3d6c60702a4392856b75ce6c9beed0","name":"UPST Jumps Another 20%! How Do You Expect RDDT?","description":"This week, several growth stocks are set to release their earnings. \nUpstart soars over 20% post earnings with beats across the board. Reddit is set to release earnings post hours on Wednesday.\n------------\nAfter Upstart's beat and rise, Can Reddit follow the trend?\nWhich growth stock earnings would you bet on this season?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1739157368887,"userCounts":4,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":fd3d6c60702a4392856b75ce6c9beed0}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1739548800000,"rewardEnd":true,"symbols":[],"tweetCounts":49,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"UPST Jumps Another 20%! How Do You Expect RDDT?","tweetAmount":49,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":463158816202792,"gmtCreate":1754105590894,"gmtModify":1754199602260,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> 🚀📈🔥 Reddit rips higher: Q2 blowout, AI tailwinds, and a $6.8M call sweep blitz 🔥📈🚀 I’m extremely confident Reddit ($RDDT) just redefined its valuation narrative. This wasn’t a routine earnings beat; it was a systemic pivot. Reddit’s Q2 results marked the most profitable quarter in its history: • Revenue: $500M, up 78% YoY • Net Income: $89M, flipping from a prior loss • EPS: $0.45, smashing consensus of $0.19 • Daily Active Users: 110M, up 21% YoY • Gross Margin: 89.73% Q3 guidance is equally aggressive: • Revenue projected at $535M to $545M • Adjusted EBITDA: $185M to $195M, more than double YoY CEO Steve Huffman emphasized Reddit’s unique strategic moat, noting it is now the “most cited domain for AI training across all models.” T","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> 🚀📈🔥 Reddit rips higher: Q2 blowout, AI tailwinds, and a $6.8M call sweep blitz 🔥📈🚀 I’m extremely confident Reddit ($RDDT) just redefined its valuation narrative. This wasn’t a routine earnings beat; it was a systemic pivot. Reddit’s Q2 results marked the most profitable quarter in its history: • Revenue: $500M, up 78% YoY • Net Income: $89M, flipping from a prior loss • EPS: $0.45, smashing consensus of $0.19 • Daily Active Users: 110M, up 21% YoY • Gross Margin: 89.73% Q3 guidance is equally aggressive: • Revenue projected at $535M to $545M • Adjusted EBITDA: $185M to $195M, more than double YoY CEO Steve Huffman emphasized Reddit’s unique strategic moat, noting it is now the “most cited domain for AI training across all models.” T","text":"$Reddit(RDDT)$ 🚀📈🔥 Reddit rips higher: Q2 blowout, AI tailwinds, and a $6.8M call sweep blitz 🔥📈🚀 I’m extremely confident Reddit ($RDDT) just redefined its valuation narrative. This wasn’t a routine earnings beat; it was a systemic pivot. Reddit’s Q2 results marked the most profitable quarter in its history: • Revenue: $500M, up 78% YoY • Net Income: $89M, flipping from a prior loss • EPS: $0.45, smashing consensus of $0.19 • Daily Active Users: 110M, up 21% YoY • Gross Margin: 89.73% Q3 guidance is equally aggressive: • Revenue projected at $535M to $545M • Adjusted EBITDA: $185M to $195M, more than double YoY CEO Steve Huffman emphasized Reddit’s unique strategic moat, noting it is now the “most cited domain for AI training across all models.” T","images":[{"img":"https://community-static.tradeup.com/news/210aea420e7ed68584d06b224c2c3d66","width":"1536","height":"1024"},{"img":"https://community-static.tradeup.com/news/61b4b82de6adc1757c39388e2b75eb33","width":"2736","height":"1818"},{"img":"https://community-static.tradeup.com/news/d8ae3b41b17f4db377451e1b94ffa105","width":"944","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":19,"repostSize":13,"link":"https://ttm.financial/post/463158816202792","isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"That $6.8M 0DTE sweep hit like a freight train. I don’t think I’ve seen this kind of institutional aggression since the META Q1 run. The price slicing through $155 and $201 with that kind of volume? That’s not random, that’s rotation. RDDT’s got a real data asset, and the TAM narrative isn’t priced yet.","text":"That $6.8M 0DTE sweep hit like a freight train. I don’t think I’ve seen this kind of institutional aggression since the META Q1 run. The price slicing through $155 and $201 with that kind of volume? That’s not random, that’s rotation. RDDT’s got a real data asset, and the TAM narrative isn’t priced yet.","html":"That $6.8M 0DTE sweep hit like a freight train. I don’t think I’ve seen this kind of institutional aggression since the META Q1 run. The price slicing through $155 and $201 with that kind of volume? That’s not random, that’s rotation. RDDT’s got a real data asset, and the TAM narrative isn’t priced yet."},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"The valuation discussion nailed it. 60x P/S versus SNAP’s 10x makes sense only if Reddit actually becomes the backbone of AI training workflows. You made a compelling case that it’s getting there. The insider buys and Huffman’s quote sealed it for me. The risk/reward is asymmetrically interesting now.","text":"The valuation discussion nailed it. 60x P/S versus SNAP’s 10x makes sense only if Reddit actually becomes the backbone of AI training workflows. You made a compelling case that it’s getting there. The insider buys and Huffman’s quote sealed it for me. The risk/reward is asymmetrically interesting now.","html":"The valuation discussion nailed it. 60x P/S versus SNAP’s 10x makes sense only if Reddit actually becomes the backbone of AI training workflows. You made a compelling case that it’s getting there. The insider buys and Huffman’s quote sealed it for me. The risk/reward is asymmetrically interesting now."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":403244514845064,"gmtCreate":1739482368647,"gmtModify":1739482371919,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575960528012254","authorIdStr":"3575960528012254"},"themes":[],"htmlText":"why down","listText":"why down","text":"why down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/403244514845064","isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403198355534200,"gmtCreate":1739462081124,"gmtModify":1739500912619,"author":{"id":"4104463084108650","authorId":"4104463084108650","name":"antiti","avatar":"https://static.itradeup.com/news/799de6aa16aee34a13e36b139ff24e8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104463084108650","authorIdStr":"4104463084108650"},"themes":[],"title":"Reddit is Recovering: Don't Need to Worry About US DAU For Now?","htmlText":"After <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> released its earnings, the stock initially dropped by 13% in after-hours trading but recovered to about 6% drop after the market opened.Financial Highlights:DAU: 101.7 million, missing estimates of 103.1 million by 1.36%EPS: 36 cents vs. 25 cents expected, beating by 44%Revenue: $428 million vs. $405 million expected, beating by 5.68%Gross margin: 92.6% vs. net income margin: 16.61%.Financial Highlights:Reddit surpassed $1 billion in revenue for the year, achieving 71% year-over-year growth in Q4.Data from BloombergNet income: $71 million, maintaining GAAP profitability for the second consecutive quarter.Advertising business continued to grow: Ad revenue increased 60% year-over-year to $394.5 million.Investment Insights:Does t","listText":"After <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> released its earnings, the stock initially dropped by 13% in after-hours trading but recovered to about 6% drop after the market opened.Financial Highlights:DAU: 101.7 million, missing estimates of 103.1 million by 1.36%EPS: 36 cents vs. 25 cents expected, beating by 44%Revenue: $428 million vs. $405 million expected, beating by 5.68%Gross margin: 92.6% vs. net income margin: 16.61%.Financial Highlights:Reddit surpassed $1 billion in revenue for the year, achieving 71% year-over-year growth in Q4.Data from BloombergNet income: $71 million, maintaining GAAP profitability for the second consecutive quarter.Advertising business continued to grow: Ad revenue increased 60% year-over-year to $394.5 million.Investment Insights:Does t","text":"After $Reddit(RDDT)$ released its earnings, the stock initially dropped by 13% in after-hours trading but recovered to about 6% drop after the market opened.Financial Highlights:DAU: 101.7 million, missing estimates of 103.1 million by 1.36%EPS: 36 cents vs. 25 cents expected, beating by 44%Revenue: $428 million vs. $405 million expected, beating by 5.68%Gross margin: 92.6% vs. net income margin: 16.61%.Financial Highlights:Reddit surpassed $1 billion in revenue for the year, achieving 71% year-over-year growth in Q4.Data from BloombergNet income: $71 million, maintaining GAAP profitability for the second consecutive quarter.Advertising business continued to grow: Ad revenue increased 60% year-over-year to $394.5 million.Investment Insights:Does t","images":[{"img":"https://community-static.tradeup.com/news/c50063a115a6c6d71def27cd9346a384"},{"img":"https://community-static.tradeup.com/news/b0efc89a282e286e9bdacf7aa31aa8fe"},{"img":"https://community-static.tradeup.com/news/30b8d52b1e3d570d5893a03d5d579917"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":499,"commentSize":2,"repostSize":71,"link":"https://ttm.financial/post/403198355534200","isVote":1,"tweetType":1,"viewCount":7522,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000719","authorId":"9000000000000719","name":"AllenBartlett","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000719","authorIdStr":"9000000000000719"},"content":"It's interesting that despite the DAU miss, other areas are thriving.","text":"It's interesting that despite the DAU miss, other areas are thriving.","html":"It's interesting that despite the DAU miss, other areas are thriving."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":402840824656240,"gmtCreate":1739377581290,"gmtModify":1739377585270,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"j islandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"We'll see a rise here just before earnings after..⭐","listText":"We'll see a rise here just before earnings after..⭐","text":"We'll see a rise here just before earnings after..⭐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402840824656240","isVote":1,"tweetType":1,"viewCount":2360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402838300565768,"gmtCreate":1739377056915,"gmtModify":1739426178152,"author":{"id":"3572652598198392","authorId":"3572652598198392","name":"Heretoread","avatar":"https://static.tigerbbs.com/8483afa0d498a6e274f86ac2ae2b4784","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572652598198392","authorIdStr":"3572652598198392"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$&nbsp;</a> good results just announced . One thing is that excites me the most is that it is going to be gaap positive profit for FY 2025 . After that the stock price should go up.&nbsp; So the question right now is should we sell off the stock Or buy more . For me I will buy a little more as I think the stock has good growth trajectory. Hopefully the stock will eventually reach 400 dollars again !","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$&nbsp;</a> good results just announced . One thing is that excites me the most is that it is going to be gaap positive profit for FY 2025 . After that the stock price should go up.&nbsp; So the question right now is should we sell off the stock Or buy more . For me I will buy a little more as I think the stock has good growth trajectory. Hopefully the stock will eventually reach 400 dollars again !","text":"$Upstart Holdings, Inc.(UPST)$ good results just announced . One thing is that excites me the most is that it is going to be gaap positive profit for FY 2025 . After that the stock price should go up. So the question right now is should we sell off the stock Or buy more . For me I will buy a little more as I think the stock has good growth trajectory. Hopefully the stock will eventually reach 400 dollars again !","images":[{"img":"https://community-static.tradeup.com/news/6c2706cd95fa073dcbd9e312b3c355a7","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/402838300565768","isVote":1,"tweetType":1,"viewCount":3591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":402821545050352,"gmtCreate":1739372881433,"gmtModify":1739372885433,"author":{"id":"4104463084108650","authorId":"4104463084108650","name":"antiti","avatar":"https://static.itradeup.com/news/799de6aa16aee34a13e36b139ff24e8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104463084108650","authorIdStr":"4104463084108650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Upstart Holdings, Inc.(UPST)$","images":[{"img":"https://community-static.tradeup.com/news/deb1082ba1da52b6048a061df95d42a8","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/402821545050352","isVote":1,"tweetType":1,"viewCount":3103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":402806525227384,"gmtCreate":1739366419428,"gmtModify":1739428544237,"author":{"id":"4104463084108650","authorId":"4104463084108650","name":"antiti","avatar":"https://static.itradeup.com/news/799de6aa16aee34a13e36b139ff24e8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104463084108650","authorIdStr":"4104463084108650"},"themes":[],"title":"Upstart Crushes EPS Estimates by 800% with a Positive Profitability Outlook: Is $90 Within Reach?","htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> surged 25% after earnings, driven by strong revenue and EBITDA growth. Against the backdrop of an across-the-board beat in this earnings report, management provided an optimistic outlook, projecting 2025 revenue to reach $1 billion and aiming to break even.Financial Highlights:Revenue: $219M vs. $180M, beating by 20%EPS: $0.26 vs. -$0.03, beating by 870%Adjusted EBITDA: $38.78M vs. $6.16M, beating by 529%Loan origination volume grew 33%, and revenue increased 35%Data from Bloomberg and Upstart earningsInvestment Takeaways:AI Model Driving Higher Conversion and Loan Volume91% of loans fully automated, and 93% of instant approvals converted into funded loansRate Cuts in 2024 Boosted Borrower Demand, but 2025 Rate Cut E","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> surged 25% after earnings, driven by strong revenue and EBITDA growth. Against the backdrop of an across-the-board beat in this earnings report, management provided an optimistic outlook, projecting 2025 revenue to reach $1 billion and aiming to break even.Financial Highlights:Revenue: $219M vs. $180M, beating by 20%EPS: $0.26 vs. -$0.03, beating by 870%Adjusted EBITDA: $38.78M vs. $6.16M, beating by 529%Loan origination volume grew 33%, and revenue increased 35%Data from Bloomberg and Upstart earningsInvestment Takeaways:AI Model Driving Higher Conversion and Loan Volume91% of loans fully automated, and 93% of instant approvals converted into funded loansRate Cuts in 2024 Boosted Borrower Demand, but 2025 Rate Cut E","text":"$Upstart Holdings, Inc.(UPST)$ surged 25% after earnings, driven by strong revenue and EBITDA growth. Against the backdrop of an across-the-board beat in this earnings report, management provided an optimistic outlook, projecting 2025 revenue to reach $1 billion and aiming to break even.Financial Highlights:Revenue: $219M vs. $180M, beating by 20%EPS: $0.26 vs. -$0.03, beating by 870%Adjusted EBITDA: $38.78M vs. $6.16M, beating by 529%Loan origination volume grew 33%, and revenue increased 35%Data from Bloomberg and Upstart earningsInvestment Takeaways:AI Model Driving Higher Conversion and Loan Volume91% of loans fully automated, and 93% of instant approvals converted into funded loansRate Cuts in 2024 Boosted Borrower Demand, but 2025 Rate Cut E","images":[{"img":"https://community-static.tradeup.com/news/33c1c9b4648c3d58aa3f34ad99d43b48"},{"img":"https://community-static.tradeup.com/news/a57dcb58cc2731950d4ea00b5313c6a7"},{"img":"https://community-static.tradeup.com/news/b136066d52e5a1f56d0e942bb64b040f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":595,"commentSize":7,"repostSize":34,"link":"https://ttm.financial/post/402806525227384","isVote":1,"tweetType":1,"viewCount":7934,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":402753090015512,"gmtCreate":1739356052252,"gmtModify":1739356230633,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why Upstart is Poised to Redefine the Future of Lending","htmlText":"I’ve analyzed countless earnings reports, but <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>’s Q4 FY 2024 results stand out as a turning point. The company isn’t just growing—it’s proving that artificial intelligence can fundamentally reshape lending. Here’s why I believe Upstart deserves a closer look from investors. Upstart’s revenue surged 56% YoY to $219 million in Q4, capping a full-year revenue increase of 24% to $637 million. More importantly, the company is inching toward GAAP profitability. Its Q4 GAAP net loss narrowed to just ($2.8 million), a dramatic improvement from ($42.4 million) a year ago. Adjusted net income flipped to $29.9 million, signaling that operational efficiency is catching up to growth. The Adjusted EBITDA story is even brighter: $38.","listText":"I’ve analyzed countless earnings reports, but <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>’s Q4 FY 2024 results stand out as a turning point. The company isn’t just growing—it’s proving that artificial intelligence can fundamentally reshape lending. Here’s why I believe Upstart deserves a closer look from investors. Upstart’s revenue surged 56% YoY to $219 million in Q4, capping a full-year revenue increase of 24% to $637 million. More importantly, the company is inching toward GAAP profitability. Its Q4 GAAP net loss narrowed to just ($2.8 million), a dramatic improvement from ($42.4 million) a year ago. Adjusted net income flipped to $29.9 million, signaling that operational efficiency is catching up to growth. The Adjusted EBITDA story is even brighter: $38.","text":"I’ve analyzed countless earnings reports, but $Upstart Holdings, Inc.(UPST)$’s Q4 FY 2024 results stand out as a turning point. The company isn’t just growing—it’s proving that artificial intelligence can fundamentally reshape lending. Here’s why I believe Upstart deserves a closer look from investors. Upstart’s revenue surged 56% YoY to $219 million in Q4, capping a full-year revenue increase of 24% to $637 million. More importantly, the company is inching toward GAAP profitability. Its Q4 GAAP net loss narrowed to just ($2.8 million), a dramatic improvement from ($42.4 million) a year ago. Adjusted net income flipped to $29.9 million, signaling that operational efficiency is catching up to growth. The Adjusted EBITDA story is even brighter: $38.","images":[{"img":"https://community-static.tradeup.com/news/1801e2c48868ee1051f7e151bf47b2b9","width":"586","height":"310"},{"img":"https://community-static.tradeup.com/news/118b23d1bf61ad277cc9d1b89d27688e","width":"865","height":"438"},{"img":"https://community-static.tradeup.com/news/b2ffe08ad203aa0c7fe5785e18bebe5c","width":"868","height":"450"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":46,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/402753090015512","isVote":1,"tweetType":1,"viewCount":5581,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000471","authorId":"9000000000000471","name":"MooreAlcott","avatar":"https://static.tigerbbs.com/8d4594b0ee9a777a4ca1bee258aa8f5c","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000471","authorIdStr":"9000000000000471"},"content":"Impressive analysis","text":"Impressive analysis","html":"Impressive analysis"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":402733659656256,"gmtCreate":1739348720950,"gmtModify":1739348827509,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Confluent's AI Edge: How Data Streaming Powers the Next Generation!","htmlText":"Market FeedbackStrong Q4 Growth Beyond ExpectationsSubscription revenue up 24%, Confluent Cloud revenue up 38% to $138 million, Non-GAAP operating margin of 2.9%; 55% Confluent Cloud share, 13% adoption of DSP components in the cloud business; 26% international revenue growthAll guidance metrics exceeded expectations, reflecting the company's transition to a consumer-driven go-to-market model **Growth drivers:** Continued adoption of DSP products, new product launches (e.g., Tableflow), and strategic partnerships with Databricks and Jio PlatformsGuidanceQ1 2025.Subscription revenue expected to be between $253 million and $254 million, 22%-23% growthNon-GAAP net income per share expected to be $0.06-$0.07Overall fiscal year 2025Subscription revenue expected to be in the range of $1,117 mill","listText":"Market FeedbackStrong Q4 Growth Beyond ExpectationsSubscription revenue up 24%, Confluent Cloud revenue up 38% to $138 million, Non-GAAP operating margin of 2.9%; 55% Confluent Cloud share, 13% adoption of DSP components in the cloud business; 26% international revenue growthAll guidance metrics exceeded expectations, reflecting the company's transition to a consumer-driven go-to-market model **Growth drivers:** Continued adoption of DSP products, new product launches (e.g., Tableflow), and strategic partnerships with Databricks and Jio PlatformsGuidanceQ1 2025.Subscription revenue expected to be between $253 million and $254 million, 22%-23% growthNon-GAAP net income per share expected to be $0.06-$0.07Overall fiscal year 2025Subscription revenue expected to be in the range of $1,117 mill","text":"Market FeedbackStrong Q4 Growth Beyond ExpectationsSubscription revenue up 24%, Confluent Cloud revenue up 38% to $138 million, Non-GAAP operating margin of 2.9%; 55% Confluent Cloud share, 13% adoption of DSP components in the cloud business; 26% international revenue growthAll guidance metrics exceeded expectations, reflecting the company's transition to a consumer-driven go-to-market model **Growth drivers:** Continued adoption of DSP products, new product launches (e.g., Tableflow), and strategic partnerships with Databricks and Jio PlatformsGuidanceQ1 2025.Subscription revenue expected to be between $253 million and $254 million, 22%-23% growthNon-GAAP net income per share expected to be $0.06-$0.07Overall fiscal year 2025Subscription revenue expected to be in the range of $1,117 mill","images":[{"img":"https://static.tigerbbs.com/d62ff922c6016aa3cb88b157612ac66e"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":39,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/402733659656256","isVote":1,"tweetType":1,"viewCount":2852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":402663427203448,"gmtCreate":1739331483387,"gmtModify":1739331570086,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Upstart: AI Lending is EXPLODING! 🚀 56% Revenue Jump!","htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> jumped more than 25% after announcing Q4 results on Feb 11th after-hours.Earnings and Market FeedbackQ4 results were a \"big beat\": Rev 218M &gt; 182M consensus, Surprise reached 20%, and EPS 0.26 &gt; -0.03, not only an early turnaround, but also well ahead of market expectations;Raised guidance for CY25: est CY25 Rev 1B &gt; 823M consensus, 25Q1 Rev 200M &gt; 185M consensus; est CY25 EBITDA margin 18% &gt; 13% consensus, Q1 EBITDA 27M &gt;10.7consensus.The +25% start directly after the bell saw the stock pull up from around 70 to a former high of around 85, although the former high was tested twice and is now also an already important resistance/breakout level;Investment HighlightsNew model Payment Transition Model","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> jumped more than 25% after announcing Q4 results on Feb 11th after-hours.Earnings and Market FeedbackQ4 results were a \"big beat\": Rev 218M &gt; 182M consensus, Surprise reached 20%, and EPS 0.26 &gt; -0.03, not only an early turnaround, but also well ahead of market expectations;Raised guidance for CY25: est CY25 Rev 1B &gt; 823M consensus, 25Q1 Rev 200M &gt; 185M consensus; est CY25 EBITDA margin 18% &gt; 13% consensus, Q1 EBITDA 27M &gt;10.7consensus.The +25% start directly after the bell saw the stock pull up from around 70 to a former high of around 85, although the former high was tested twice and is now also an already important resistance/breakout level;Investment HighlightsNew model Payment Transition Model","text":"$Upstart Holdings, Inc.(UPST)$ jumped more than 25% after announcing Q4 results on Feb 11th after-hours.Earnings and Market FeedbackQ4 results were a \"big beat\": Rev 218M > 182M consensus, Surprise reached 20%, and EPS 0.26 > -0.03, not only an early turnaround, but also well ahead of market expectations;Raised guidance for CY25: est CY25 Rev 1B > 823M consensus, 25Q1 Rev 200M > 185M consensus; est CY25 EBITDA margin 18% > 13% consensus, Q1 EBITDA 27M >10.7consensus.The +25% start directly after the bell saw the stock pull up from around 70 to a former high of around 85, although the former high was tested twice and is now also an already important resistance/breakout level;Investment HighlightsNew model Payment Transition Model","images":[{"img":"https://static.tigerbbs.com/ad2b46c48228da3baa1eea724dc086a3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":81,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/402663427203448","isVote":1,"tweetType":1,"viewCount":4160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":402436803223848,"gmtCreate":1739278485678,"gmtModify":1739278955283,"author":{"id":"3566854457101758","authorId":"3566854457101758","name":"HMH","avatar":"https://community-static.tradeup.com/news/88bf166c1b7d91e46ff6ee0bc0404597","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566854457101758","authorIdStr":"3566854457101758"},"themes":[],"title":"Will RDDT Explode Again?","htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> captured significant attention in the investment community, particularly after its impressive post-earnings surges exceeding 20%. As the company prepares to release its upcoming earnings, investors are keen to assess whether Reddit can replicate such remarkable performance. Recent Financial Performance In the third quarter of 2024, Reddit reported a 68% year-over-year increase in revenue, reaching $348.4 million. The company achieved a net income of $29.9 million, marking its first profitable quarter since going public. Daily active users grew by 47% to 97.2 million, underscoring the platform's expanding reach and engagement. Factors Contributing to Growth Advertising Revenue: Reddit's advertising revenue increased by 56% year-over-","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> captured significant attention in the investment community, particularly after its impressive post-earnings surges exceeding 20%. As the company prepares to release its upcoming earnings, investors are keen to assess whether Reddit can replicate such remarkable performance. Recent Financial Performance In the third quarter of 2024, Reddit reported a 68% year-over-year increase in revenue, reaching $348.4 million. The company achieved a net income of $29.9 million, marking its first profitable quarter since going public. Daily active users grew by 47% to 97.2 million, underscoring the platform's expanding reach and engagement. Factors Contributing to Growth Advertising Revenue: Reddit's advertising revenue increased by 56% year-over-","text":"$Reddit(RDDT)$ captured significant attention in the investment community, particularly after its impressive post-earnings surges exceeding 20%. As the company prepares to release its upcoming earnings, investors are keen to assess whether Reddit can replicate such remarkable performance. Recent Financial Performance In the third quarter of 2024, Reddit reported a 68% year-over-year increase in revenue, reaching $348.4 million. The company achieved a net income of $29.9 million, marking its first profitable quarter since going public. Daily active users grew by 47% to 97.2 million, underscoring the platform's expanding reach and engagement. Factors Contributing to Growth Advertising Revenue: Reddit's advertising revenue increased by 56% year-over-","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":270,"commentSize":0,"repostSize":15,"link":"https://ttm.financial/post/402436803223848","isVote":1,"tweetType":1,"viewCount":4008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402445480587640,"gmtCreate":1739278273764,"gmtModify":1739278942325,"author":{"id":"4104463084108650","authorId":"4104463084108650","name":"antiti","avatar":"https://static.itradeup.com/news/799de6aa16aee34a13e36b139ff24e8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104463084108650","authorIdStr":"4104463084108650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a> stock dropped because its first-quarter profit outlook fell short of expectations, with projected gross profit growth in the low 20% range, below analysts' 24.2% estimate. Additionally, rising operating expenses (41%-42% of revenue vs. 31.5% last quarter) raised concerns about profitability.","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify(SHOP)$</a> stock dropped because its first-quarter profit outlook fell short of expectations, with projected gross profit growth in the low 20% range, below analysts' 24.2% estimate. Additionally, rising operating expenses (41%-42% of revenue vs. 31.5% last quarter) raised concerns about profitability.","text":"$Shopify(SHOP)$ stock dropped because its first-quarter profit outlook fell short of expectations, with projected gross profit growth in the low 20% range, below analysts' 24.2% estimate. Additionally, rising operating expenses (41%-42% of revenue vs. 31.5% last quarter) raised concerns about profitability.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/402445480587640","isVote":1,"tweetType":1,"viewCount":3457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402092929020280,"gmtCreate":1739192201604,"gmtModify":1739329565229,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🚀 Growth Stock Earnings Week – Make Your Predictions & Win Rewards!","htmlText":"Last week, we saw <a href=\"https://ttm.financial/S/SWKS\">$Skyworks Solutions(SWKS)$</a> plunge 23% after earnings, while <a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally? <a href=\"\"></a>","listText":"Last week, we saw <a href=\"https://ttm.financial/S/SWKS\">$Skyworks Solutions(SWKS)$</a> plunge 23% after earnings, while <a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally? <a href=\"\"></a>","text":"Last week, we saw $Skyworks Solutions(SWKS)$ plunge 23% after earnings, while $Pinterest, Inc.(PINS)$ soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations. This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!📊 Earnings OutlookHow do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally?","images":[{"img":"https://community-static.tradeup.com/news/6354c64830aad92d6fe8cfdf8377f35a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":149,"commentSize":8,"repostSize":22,"link":"https://ttm.financial/post/402092929020280","isVote":1,"tweetType":1,"viewCount":8492,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175237419056872","authorId":"4175237419056872","name":"北极篂","avatar":"https://community-static.tradeup.com/news/ccf6efe280d3bd6dd9ff673c1ff662b4","crmLevel":11,"crmLevelSwitch":1,"idStr":"4175237419056872","authorIdStr":"4175237419056872"},"content":"This week, the earnings reports of growth stocks are intensive, and market volatility may intensify. SMCI, COIN, PANW, ROKU, APP, RDDT, UPST each have their own points to watch, but I personally prefer Palo Alto Networks (PANW) and may see the biggest gain in * * Super Micro Computer (SMCI) * * in the short term. PANW: Strong Security Demand, Solid Results As a leader in network security, Palo Alto Networks benefits from the security needs brought about by the digital transformation of enterprises and the growth of AI computing power. Its subscription revenue is stable, its gross profit margin is high, and it has been able to exceed expectations in the past few quarters. Considering the market's high expectations for AI + safety, if the financial report continues to exceed expectations, the stock price may achieve steady growth. SMCI: AI Server Boom, Stock Price Most Elasticity SMCI's star stocks in this round of AI market have seen their stock prices rise sharply, but the demand for AI servers is still strong. If the financial report data exceeds expectations, especially the strong order growth, market sentiment may boost its short-term surge. Considering that its stocks are more active, once the data exceeds expectations, the increase may be ahead of other growth stocks. Other targets COIN is greatly affected by price fluctuations in Bitcoin, RDDT is still in the market verification period, and the recovery of ROKU's advertising business is still unclear. Although UPST rose sharply in the early stage, the financial environment is still challenging, and the risk of short-term correction is high. On the whole, I am bullish on the steady growth of PANW, but SMCI may be the strongest candidate for the biggest short-term gains.","text":"This week, the earnings reports of growth stocks are intensive, and market volatility may intensify. SMCI, COIN, PANW, ROKU, APP, RDDT, UPST each have their own points to watch, but I personally prefer Palo Alto Networks (PANW) and may see the biggest gain in * * Super Micro Computer (SMCI) * * in the short term. PANW: Strong Security Demand, Solid Results As a leader in network security, Palo Alto Networks benefits from the security needs brought about by the digital transformation of enterprises and the growth of AI computing power. Its subscription revenue is stable, its gross profit margin is high, and it has been able to exceed expectations in the past few quarters. Considering the market's high expectations for AI + safety, if the financial report continues to exceed expectations, the stock price may achieve steady growth. SMCI: AI Server Boom, Stock Price Most Elasticity SMCI's star stocks in this round of AI market have seen their stock prices rise sharply, but the demand for AI servers is still strong. If the financial report data exceeds expectations, especially the strong order growth, market sentiment may boost its short-term surge. Considering that its stocks are more active, once the data exceeds expectations, the increase may be ahead of other growth stocks. Other targets COIN is greatly affected by price fluctuations in Bitcoin, RDDT is still in the market verification period, and the recovery of ROKU's advertising business is still unclear. Although UPST rose sharply in the early stage, the financial environment is still challenging, and the risk of short-term correction is high. On the whole, I am bullish on the steady growth of PANW, but SMCI may be the strongest candidate for the biggest short-term gains.","html":"This week, the earnings reports of growth stocks are intensive, and market volatility may intensify. SMCI, COIN, PANW, ROKU, APP, RDDT, UPST each have their own points to watch, but I personally prefer Palo Alto Networks (PANW) and may see the biggest gain in * * Super Micro Computer (SMCI) * * in the short term. PANW: Strong Security Demand, Solid Results As a leader in network security, Palo Alto Networks benefits from the security needs brought about by the digital transformation of enterprises and the growth of AI computing power. Its subscription revenue is stable, its gross profit margin is high, and it has been able to exceed expectations in the past few quarters. Considering the market's high expectations for AI + safety, if the financial report continues to exceed expectations, the stock price may achieve steady growth. SMCI: AI Server Boom, Stock Price Most Elasticity SMCI's star stocks in this round of AI market have seen their stock prices rise sharply, but the demand for AI servers is still strong. If the financial report data exceeds expectations, especially the strong order growth, market sentiment may boost its short-term surge. Considering that its stocks are more active, once the data exceeds expectations, the increase may be ahead of other growth stocks. Other targets COIN is greatly affected by price fluctuations in Bitcoin, RDDT is still in the market verification period, and the recovery of ROKU's advertising business is still unclear. Although UPST rose sharply in the early stage, the financial environment is still challenging, and the risk of short-term correction is high. On the whole, I am bullish on the steady growth of PANW, but SMCI may be the strongest candidate for the biggest short-term gains."},{"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":12,"crmLevelSwitch":1,"idStr":"4091758936365950","authorIdStr":"4091758936365950"},"content":"Bullish on COIN. With trump’s endorsement, many are trading crypto which drives up demand with the limited supply. The transactions are beneficial for COIN. @Wayneqq @SPOT_ON @Success88 @Universe宇宙 @Fenger1188 @Kaixiang @HelenJanet @rL @DiAngel come join","text":"Bullish on COIN. With trump’s endorsement, many are trading crypto which drives up demand with the limited supply. The transactions are beneficial for COIN. @Wayneqq @SPOT_ON @Success88 @Universe宇宙 @Fenger1188 @Kaixiang @HelenJanet @rL @DiAngel come join","html":"Bullish on COIN. With trump’s endorsement, many are trading crypto which drives up demand with the limited supply. The transactions are beneficial for COIN. @Wayneqq @SPOT_ON @Success88 @Universe宇宙 @Fenger1188 @Kaixiang @HelenJanet @rL @DiAngel come join"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":401967529021656,"gmtCreate":1739164462056,"gmtModify":1739260775328,"author":{"id":"4121482349085112","authorId":"4121482349085112","name":"KKLEE","avatar":"https://community-static.tradeup.com/news/9cd26c37fb357178b3bab615cfeafdf2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121482349085112","authorIdStr":"4121482349085112"},"themes":[],"htmlText":"The recent 20% surge in RDDT, UPST, and SHOP stocks has caught the market's attention, sparking the question: Can these momentum plays deliver another impressive rally? To answer that, let's break down the factors driving their gains and assess whether this bullish momentum can continue. RDDT: Riding the AI Wave Key Drivers: Recent AI-driven initiatives and a focus on platform enhancements have boosted investor confidence. Partnerships and increased user engagement are fueling revenue growth expectations. What to Watch: Sustained innovation in AI and user-generated content models. Monetization strategies for new platform features. Can It Do It Again? If RDDT continues to execute its AI strategy and deliver strong user growth, another surge is possible, though macroeconomic headwinds could","listText":"The recent 20% surge in RDDT, UPST, and SHOP stocks has caught the market's attention, sparking the question: Can these momentum plays deliver another impressive rally? To answer that, let's break down the factors driving their gains and assess whether this bullish momentum can continue. RDDT: Riding the AI Wave Key Drivers: Recent AI-driven initiatives and a focus on platform enhancements have boosted investor confidence. Partnerships and increased user engagement are fueling revenue growth expectations. What to Watch: Sustained innovation in AI and user-generated content models. Monetization strategies for new platform features. Can It Do It Again? If RDDT continues to execute its AI strategy and deliver strong user growth, another surge is possible, though macroeconomic headwinds could","text":"The recent 20% surge in RDDT, UPST, and SHOP stocks has caught the market's attention, sparking the question: Can these momentum plays deliver another impressive rally? To answer that, let's break down the factors driving their gains and assess whether this bullish momentum can continue. RDDT: Riding the AI Wave Key Drivers: Recent AI-driven initiatives and a focus on platform enhancements have boosted investor confidence. Partnerships and increased user engagement are fueling revenue growth expectations. What to Watch: Sustained innovation in AI and user-generated content models. Monetization strategies for new platform features. Can It Do It Again? If RDDT continues to execute its AI strategy and deliver strong user growth, another surge is possible, though macroeconomic headwinds could","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/401967529021656","isVote":1,"tweetType":1,"viewCount":3506,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274759070660","authorId":"3479274759070660","name":"windy00","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274759070660","authorIdStr":"3479274759070660"},"content":"Nice sharing, I will monitor RDDT’s user growth. I think Reddit will beat this time.","text":"Nice sharing, I will monitor RDDT’s user growth. I think Reddit will beat this time.","html":"Nice sharing, I will monitor RDDT’s user growth. I think Reddit will beat this time."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401951582998904,"gmtCreate":1739157693298,"gmtModify":1739157715306,"author":{"id":"10000000000010958","authorId":"10000000000010958","name":"Myron Bright","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010958","authorIdStr":"10000000000010958"},"themes":[],"htmlText":"I’m long on <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> and really believe in the company’s potential, but I can’t ignore that the current valuation looks way too high.For context, I originally bought 100 shares at $116 and started selling gradually at $130, $135, and $178. I saw the company’s growth potential, so I bought back at $200, and now I hold 40 shares with a BEP of $159. I plan to buy more in the future because I believe in the long-term vision. My personal (and totally pulled-out-of-my-ass) prediction is that RDDT could reach $100B market cap in 1-3 years and possibly $200B or even $300B by 2030.That said, looking at the numbers, the current valuation seems excessive. Last quarter, they reported $29.9M in net income, and assuming they keep that up, that’s $119.6M p","listText":"I’m long on <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> and really believe in the company’s potential, but I can’t ignore that the current valuation looks way too high.For context, I originally bought 100 shares at $116 and started selling gradually at $130, $135, and $178. I saw the company’s growth potential, so I bought back at $200, and now I hold 40 shares with a BEP of $159. I plan to buy more in the future because I believe in the long-term vision. My personal (and totally pulled-out-of-my-ass) prediction is that RDDT could reach $100B market cap in 1-3 years and possibly $200B or even $300B by 2030.That said, looking at the numbers, the current valuation seems excessive. Last quarter, they reported $29.9M in net income, and assuming they keep that up, that’s $119.6M p","text":"I’m long on $Reddit(RDDT)$ and really believe in the company’s potential, but I can’t ignore that the current valuation looks way too high.For context, I originally bought 100 shares at $116 and started selling gradually at $130, $135, and $178. I saw the company’s growth potential, so I bought back at $200, and now I hold 40 shares with a BEP of $159. I plan to buy more in the future because I believe in the long-term vision. My personal (and totally pulled-out-of-my-ass) prediction is that RDDT could reach $100B market cap in 1-3 years and possibly $200B or even $300B by 2030.That said, looking at the numbers, the current valuation seems excessive. Last quarter, they reported $29.9M in net income, and assuming they keep that up, that’s $119.6M p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/401951582998904","isVote":1,"tweetType":1,"viewCount":4575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401909578600624,"gmtCreate":1739147371799,"gmtModify":1739158047562,"author":{"id":"4159952822702602","authorId":"4159952822702602","name":"Travis Hoium","avatar":"https://community-static.tradeup.com/news/7f6caf1342339cc5b5ecd9bf6ff43d46","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4159952822702602","authorIdStr":"4159952822702602"},"themes":[],"title":"Uber’s $1 Trillion Opportunity","htmlText":"As I have written before, autonomy is not only a way to potentially add supply to <a href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a> ’s business, it’s a way to lower costs and expand the addressable market. Uber put the opportunity at over $1 trillion in the U.S. alone.Notice that this is a progression of market expansions Uber has been taking on for years. It’s just the biggest and most transformative we’ve ever seen.The key to Uber winning autonomy is not developing technology, but rather making sure no one supplier is too powerful. Uber wants autonomy to be a commodity with many winners, none of whom is able to build the scale to replace Uber’s network. Here are the leaders they pointed out in a presentation to investors. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>","listText":"As I have written before, autonomy is not only a way to potentially add supply to <a href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a> ’s business, it’s a way to lower costs and expand the addressable market. Uber put the opportunity at over $1 trillion in the U.S. alone.Notice that this is a progression of market expansions Uber has been taking on for years. It’s just the biggest and most transformative we’ve ever seen.The key to Uber winning autonomy is not developing technology, but rather making sure no one supplier is too powerful. Uber wants autonomy to be a commodity with many winners, none of whom is able to build the scale to replace Uber’s network. Here are the leaders they pointed out in a presentation to investors. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>","text":"As I have written before, autonomy is not only a way to potentially add supply to $Uber(UBER)$ ’s business, it’s a way to lower costs and expand the addressable market. Uber put the opportunity at over $1 trillion in the U.S. alone.Notice that this is a progression of market expansions Uber has been taking on for years. It’s just the biggest and most transformative we’ve ever seen.The key to Uber winning autonomy is not developing technology, but rather making sure no one supplier is too powerful. Uber wants autonomy to be a commodity with many winners, none of whom is able to build the scale to replace Uber’s network. Here are the leaders they pointed out in a presentation to investors. $Alphabet(GOOG)$","images":[{"img":"https://community-static.tradeup.com/news/3e1ca9450669884bf52d38a03fda4ec2","width":"1292","height":"665"},{"img":"https://community-static.tradeup.com/news/71c0949694d7b27e215e01c8a5896ebb","width":"1292","height":"684"},{"img":"https://community-static.tradeup.com/news/7d737e3c2e4a62495c854823e70502cd","width":"1292","height":"631"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":216,"commentSize":2,"repostSize":15,"link":"https://ttm.financial/post/401909578600624","isVote":1,"tweetType":1,"viewCount":4490,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":401858263347448,"gmtCreate":1739137420236,"gmtModify":1739260908029,"author":{"id":"4125570196865622","authorId":"4125570196865622","name":"orsiri","avatar":"https://community-static.tradeup.com/news/65ce9f1def4b96d1cd3e7dce4d696e8e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125570196865622","authorIdStr":"4125570196865622"},"themes":[],"title":"Roku: Streaming into 2025 – Is it the Remote Control to Riches?","htmlText":"Right, let’s dive into Roku, a company that’s practically synonymous with streaming. The burning question (other than whether we’ll ever stop losing the remote) is: Is <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$</a> the stock to watch in 2025? Grab your popcorn, because we’re about to dissect this digital powerhouse and see if it deserves a starring role in your portfolio. Streaming beyond the screen—Roku’s digital empire in motion A Flick Through the Financials: More Than Just a Pretty Interface The numbers paint an intriguing picture. Double-digit revenue growth? Check. Expanding streaming households? Check. A significant increase in trailing 12-month free cash flow, hitting $157 million by Q3 2024? That’s a big green flag. While Roku is still posting operating losses, this c","listText":"Right, let’s dive into Roku, a company that’s practically synonymous with streaming. The burning question (other than whether we’ll ever stop losing the remote) is: Is <a href=\"https://ttm.financial/S/ROKU\">$Roku Inc(ROKU)$</a> the stock to watch in 2025? Grab your popcorn, because we’re about to dissect this digital powerhouse and see if it deserves a starring role in your portfolio. Streaming beyond the screen—Roku’s digital empire in motion A Flick Through the Financials: More Than Just a Pretty Interface The numbers paint an intriguing picture. Double-digit revenue growth? Check. Expanding streaming households? Check. A significant increase in trailing 12-month free cash flow, hitting $157 million by Q3 2024? That’s a big green flag. While Roku is still posting operating losses, this c","text":"Right, let’s dive into Roku, a company that’s practically synonymous with streaming. The burning question (other than whether we’ll ever stop losing the remote) is: Is $Roku Inc(ROKU)$ the stock to watch in 2025? Grab your popcorn, because we’re about to dissect this digital powerhouse and see if it deserves a starring role in your portfolio. Streaming beyond the screen—Roku’s digital empire in motion A Flick Through the Financials: More Than Just a Pretty Interface The numbers paint an intriguing picture. Double-digit revenue growth? Check. Expanding streaming households? Check. A significant increase in trailing 12-month free cash flow, hitting $157 million by Q3 2024? That’s a big green flag. While Roku is still posting operating losses, this c","images":[{"img":"https://community-static.tradeup.com/news/08282ab648411627bcb67bc066f345c4","width":"1800","height":"1800"},{"img":"https://community-static.tradeup.com/news/5b0d4c18f595b300cfb8915908e7db92","width":"2377","height":"1490"},{"img":"https://community-static.tradeup.com/news/17e12870cb040806cd47ad1f0c07ba19","width":"1800","height":"1800"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":33,"commentSize":7,"repostSize":2,"link":"https://ttm.financial/post/401858263347448","isVote":1,"tweetType":1,"viewCount":15237,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104463084108650","authorId":"4104463084108650","name":"antiti","avatar":"https://static.itradeup.com/news/799de6aa16aee34a13e36b139ff24e8a","crmLevel":1,"crmLevelSwitch":0,"idStr":"4104463084108650","authorIdStr":"4104463084108650"},"content":"With increased cash flow and Netflix showcasing the streaming boom🎬, I can't wait for Roku's earnings! 🚀","text":"With increased cash flow and Netflix showcasing the streaming boom🎬, I can't wait for Roku's earnings! 🚀","html":"With increased cash flow and Netflix showcasing the streaming boom🎬, I can't wait for Roku's earnings! 🚀"},{"author":{"id":"10000000000010866","authorId":"10000000000010866","name":"Hunter Brown","avatar":"https://static.tigerbbs.com/b061e64f30a27d5aa62481a74a31d5a0","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010866","authorIdStr":"10000000000010866"},"content":"ROKU lost 17% after last earnings. Is it a buy now at $85?","text":"ROKU lost 17% after last earnings. Is it a buy now at $85?","html":"ROKU lost 17% after last earnings. Is it a buy now at $85?"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":401686387970288,"gmtCreate":1739095743473,"gmtModify":1739271927741,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"Should we hitch a Lyft - Earnings calendar for the week 10Feb25","htmlText":"Earnings Calendar (10Feb2025) I am interested in the following earnings in the coming week: McDonald’s, Hertz, Shopify, Honda, Lyft and CVS Health. Let us look at Lyft in detail. Description of LYFT in QuickFS Lyft has a “Strong Buy” recommendation based on Technical Analysis. Analysts’ Sentiment is “Buy,” and the price target is $18.80. This implies an upside of 32.71% from the last closed price, which grew 8.7% from a year ago. Observations about LYFT: Revenue grew from $343 million in 2016 to $4.4 billion in 2023. Gross profit grew from $64 million in 2016 to $1.8 billion in 2023. The company has not been profitable since the year 2016. It ended the year 2023 with an operational loss of $476 million. However, its losses have been decreasing over recent months. Earnings per share (EPS) h","listText":"Earnings Calendar (10Feb2025) I am interested in the following earnings in the coming week: McDonald’s, Hertz, Shopify, Honda, Lyft and CVS Health. Let us look at Lyft in detail. Description of LYFT in QuickFS Lyft has a “Strong Buy” recommendation based on Technical Analysis. Analysts’ Sentiment is “Buy,” and the price target is $18.80. This implies an upside of 32.71% from the last closed price, which grew 8.7% from a year ago. Observations about LYFT: Revenue grew from $343 million in 2016 to $4.4 billion in 2023. Gross profit grew from $64 million in 2016 to $1.8 billion in 2023. The company has not been profitable since the year 2016. It ended the year 2023 with an operational loss of $476 million. However, its losses have been decreasing over recent months. Earnings per share (EPS) h","text":"Earnings Calendar (10Feb2025) I am interested in the following earnings in the coming week: McDonald’s, Hertz, Shopify, Honda, Lyft and CVS Health. Let us look at Lyft in detail. Description of LYFT in QuickFS Lyft has a “Strong Buy” recommendation based on Technical Analysis. Analysts’ Sentiment is “Buy,” and the price target is $18.80. This implies an upside of 32.71% from the last closed price, which grew 8.7% from a year ago. Observations about LYFT: Revenue grew from $343 million in 2016 to $4.4 billion in 2023. Gross profit grew from $64 million in 2016 to $1.8 billion in 2023. The company has not been profitable since the year 2016. It ended the year 2023 with an operational loss of $476 million. However, its losses have been decreasing over recent months. Earnings per share (EPS) h","images":[{"img":"https://community-static.tradeup.com/news/7d29f30c7660899ba0f6e8d8141dda43","width":"1456","height":"880"},{"img":"https://community-static.tradeup.com/news/da2c4e25796edf8ac55d2b24a76796cd","width":"1456","height":"352"},{"img":"https://community-static.tradeup.com/news/c8c818082080fa51b7c2e85dfb056375","width":"1410","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":38,"commentSize":4,"repostSize":15,"link":"https://ttm.financial/post/401686387970288","isVote":1,"tweetType":1,"viewCount":3916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000462","authorId":"9000000000000462","name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000462","authorIdStr":"9000000000000462"},"content":"It’s great to see your analysis","text":"It’s great to see your analysis","html":"It’s great to see your analysis"},{"author":{"id":"3479274799416327","authorId":"3479274799416327","name":"marketpre","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274799416327","authorIdStr":"3479274799416327"},"content":"Interesting indeed","text":"Interesting indeed","html":"Interesting indeed"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":401452734177448,"gmtCreate":1739038324207,"gmtModify":1739261294361,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"Madluvyz","avatar":"https://community-static.tradeup.com/news/bb30e83c3d8123d66b5adbf1af552e9d","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569739151630202","authorIdStr":"3569739151630202"},"themes":[],"title":"Snippet of upcoming earnings week 10/02 - 14/02","htmlText":"An overview on some companies on my watchlist that are announcing earnings on the coming week. Most of them are speculated to be beating earnings estimates. However, as we saw in GOOGL, beating estimates doesn't necessarily equate to a bullish move in the stock.&nbsp; I used to trade pre/post earnings , betting a strong upside or downside move. But I have stopped since a year ago as I felt the risk/reward ratio does not make sense anymore. I prefer selling vertical option contracts as it is more sustainable and enable me to have a healthier mental space. But if you are an earnings trader, this will be useful information.&nbsp;","listText":"An overview on some companies on my watchlist that are announcing earnings on the coming week. Most of them are speculated to be beating earnings estimates. However, as we saw in GOOGL, beating estimates doesn't necessarily equate to a bullish move in the stock.&nbsp; I used to trade pre/post earnings , betting a strong upside or downside move. But I have stopped since a year ago as I felt the risk/reward ratio does not make sense anymore. I prefer selling vertical option contracts as it is more sustainable and enable me to have a healthier mental space. But if you are an earnings trader, this will be useful information.&nbsp;","text":"An overview on some companies on my watchlist that are announcing earnings on the coming week. Most of them are speculated to be beating earnings estimates. However, as we saw in GOOGL, beating estimates doesn't necessarily equate to a bullish move in the stock. I used to trade pre/post earnings , betting a strong upside or downside move. But I have stopped since a year ago as I felt the risk/reward ratio does not make sense anymore. I prefer selling vertical option contracts as it is more sustainable and enable me to have a healthier mental space. But if you are an earnings trader, this will be useful information.","images":[{"img":"https://community-static.tradeup.com/news/73a4e58d5a582d6e5cef6dbbfa35ecd1","width":"1817","height":"1077"},{"img":"https://community-static.tradeup.com/news/606771dbc78f8a09101735052109df00","width":"1814","height":"1076"},{"img":"https://community-static.tradeup.com/news/79bd7c4d5662384bc3cb170043888815","width":"1819","height":"1058"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":28,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/401452734177448","isVote":1,"tweetType":1,"viewCount":4363,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"content":"Welcome to sharing your “vertical option contracts” with us and other tigers!","text":"Welcome to sharing your “vertical option contracts” with us and other tigers!","html":"Welcome to sharing your “vertical option contracts” with us and other tigers!"}],"imageCount":6,"langContent":"EN","totalScore":0}],"essenList":[{"id":463158816202792,"gmtCreate":1754105590894,"gmtModify":1754199602260,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> 🚀📈🔥 Reddit rips higher: Q2 blowout, AI tailwinds, and a $6.8M call sweep blitz 🔥📈🚀 I’m extremely confident Reddit ($RDDT) just redefined its valuation narrative. This wasn’t a routine earnings beat; it was a systemic pivot. Reddit’s Q2 results marked the most profitable quarter in its history: • Revenue: $500M, up 78% YoY • Net Income: $89M, flipping from a prior loss • EPS: $0.45, smashing consensus of $0.19 • Daily Active Users: 110M, up 21% YoY • Gross Margin: 89.73% Q3 guidance is equally aggressive: • Revenue projected at $535M to $545M • Adjusted EBITDA: $185M to $195M, more than double YoY CEO Steve Huffman emphasized Reddit’s unique strategic moat, noting it is now the “most cited domain for AI training across all models.” T","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> 🚀📈🔥 Reddit rips higher: Q2 blowout, AI tailwinds, and a $6.8M call sweep blitz 🔥📈🚀 I’m extremely confident Reddit ($RDDT) just redefined its valuation narrative. This wasn’t a routine earnings beat; it was a systemic pivot. Reddit’s Q2 results marked the most profitable quarter in its history: • Revenue: $500M, up 78% YoY • Net Income: $89M, flipping from a prior loss • EPS: $0.45, smashing consensus of $0.19 • Daily Active Users: 110M, up 21% YoY • Gross Margin: 89.73% Q3 guidance is equally aggressive: • Revenue projected at $535M to $545M • Adjusted EBITDA: $185M to $195M, more than double YoY CEO Steve Huffman emphasized Reddit’s unique strategic moat, noting it is now the “most cited domain for AI training across all models.” T","text":"$Reddit(RDDT)$ 🚀📈🔥 Reddit rips higher: Q2 blowout, AI tailwinds, and a $6.8M call sweep blitz 🔥📈🚀 I’m extremely confident Reddit ($RDDT) just redefined its valuation narrative. This wasn’t a routine earnings beat; it was a systemic pivot. Reddit’s Q2 results marked the most profitable quarter in its history: • Revenue: $500M, up 78% YoY • Net Income: $89M, flipping from a prior loss • EPS: $0.45, smashing consensus of $0.19 • Daily Active Users: 110M, up 21% YoY • Gross Margin: 89.73% Q3 guidance is equally aggressive: • Revenue projected at $535M to $545M • Adjusted EBITDA: $185M to $195M, more than double YoY CEO Steve Huffman emphasized Reddit’s unique strategic moat, noting it is now the “most cited domain for AI training across all models.” T","images":[{"img":"https://community-static.tradeup.com/news/210aea420e7ed68584d06b224c2c3d66","width":"1536","height":"1024"},{"img":"https://community-static.tradeup.com/news/61b4b82de6adc1757c39388e2b75eb33","width":"2736","height":"1818"},{"img":"https://community-static.tradeup.com/news/d8ae3b41b17f4db377451e1b94ffa105","width":"944","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":19,"repostSize":13,"link":"https://ttm.financial/post/463158816202792","isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"That $6.8M 0DTE sweep hit like a freight train. I don’t think I’ve seen this kind of institutional aggression since the META Q1 run. The price slicing through $155 and $201 with that kind of volume? That’s not random, that’s rotation. RDDT’s got a real data asset, and the TAM narrative isn’t priced yet.","text":"That $6.8M 0DTE sweep hit like a freight train. I don’t think I’ve seen this kind of institutional aggression since the META Q1 run. The price slicing through $155 and $201 with that kind of volume? That’s not random, that’s rotation. RDDT’s got a real data asset, and the TAM narrative isn’t priced yet.","html":"That $6.8M 0DTE sweep hit like a freight train. I don’t think I’ve seen this kind of institutional aggression since the META Q1 run. The price slicing through $155 and $201 with that kind of volume? That’s not random, that’s rotation. RDDT’s got a real data asset, and the TAM narrative isn’t priced yet."},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"The valuation discussion nailed it. 60x P/S versus SNAP’s 10x makes sense only if Reddit actually becomes the backbone of AI training workflows. You made a compelling case that it’s getting there. The insider buys and Huffman’s quote sealed it for me. The risk/reward is asymmetrically interesting now.","text":"The valuation discussion nailed it. 60x P/S versus SNAP’s 10x makes sense only if Reddit actually becomes the backbone of AI training workflows. You made a compelling case that it’s getting there. The insider buys and Huffman’s quote sealed it for me. The risk/reward is asymmetrically interesting now.","html":"The valuation discussion nailed it. 60x P/S versus SNAP’s 10x makes sense only if Reddit actually becomes the backbone of AI training workflows. You made a compelling case that it’s getting there. The insider buys and Huffman’s quote sealed it for me. The risk/reward is asymmetrically interesting now."}],"imageCount":3,"langContent":"EN","totalScore":0}]}