The ad load on my feed has drastically increased

I’ve been seing a LOT of ads lately. Do you have the same feeling ?

Two things come to my mind, one good, one not so good.

The not so good one first :

Are they doing this to jack the numbers and have blockbuster Q2 earnings ?

It’s not a bad thing by itself but if that’s the case, it probably means we’re reaching the upper limit of the ad load. And that’s the last quarter with incredible growth using that strategy.

The (very) good one now :

Spez is 100% driven by shareholder value and aligned with us.

He’s laser focus on growing the business and is ready to activate any lever to do so. Which probably means banger licensing deals AND, the most important part, many things to come that we simply can’t imagine yet.

I’m an early $RKLB investor, I went from a low of 14K€ to 1.4M€ with $RKLB. Sir Peter Beck and Adam Spice changed my life.

I now have 1M€ on $RDDT and I know that Spez and Jen will confirm my exit from the rat race by 2030

reddit.com
u/PresentationReady873 — 10 days ago

Muting this toxic community

I’m quite surprised to find out that this community is one of the most toxic ones I’ve been a part of

Between shaming people with cases or people who make deals buying older generations, there’s clearly a real case to be made about how much of D bag mentality comes with owning this watch and belonging in this sub

To all the cool people here, not sure why you’re still here. To all the others, stay salty losers I’m sure this must have marvellous effects on your personal lives

reddit.com
u/PresentationReady873 — 12 days ago

Two months review of Demeyere 7 Pro and Fissler Profi

They’re both very good pans but the Demeyere is the undisputed GOAT.

It cooks perfectly and it cleans so easily, it is so dang good. Only downside is the weight.

The Fissler is a much tougher cookie when it comes to the cleaning part, it still cooks real good and is much lighter, but I hesitate to use it sometimes because I know I’ll have to clean it.

Overall I’m happy with both but I’ll be buying EVERYTHING from Demeyere in the future. Absolute ballers

u/PresentationReady873 — 20 days ago

Do you guys know how to fix this ?

Whenever I use Google Maps on the bike, and I stop looking at the watch and rest my wrist, the app comes back to this screen instead of showing me the path

It is super frustrating and I’m not sure if there’s a solution but if there is it would be super duper cool

Thank you

u/PresentationReady873 — 22 days ago

Full port into this baby

Absolutely FOMOd yesterday after having ins and outs and not being able to hold onto it for the past two months. Mostly because I was expecting exactly what happened today but I eventually couldn’t control my fomo and went all in thinking it had broken the last resistance before $230 (lol)

I’m actually super happy because now I can’t move anymore. LEAPS are the only way for me to stay steady in a name I love, and I absolutely love everything about RDDT.

The growth, the cash flow, the potential AI deals, the founder CEO, the entire team.

I turned 14K€ into 1.4M€ with RKLB and despite still loving this company dearly, I don’t think there’s much upside left in the space sector for the next 3/5 years.

Reddit on the other hand is only trading at $33B which absolutely boggles my mind.

The international expansion alongside an increase in ARPU alone could send this stock to crazy levels. Add to this the renegotiation for the AI training data, the fact that they’re only at the beginning of their monetisation journey and you’ve got me incredibly excited.

My PT if the world doesn’t end is $85B by mid to end 2027, which means a ~$450 stock

And I sincerely believe that it should already be a $60B company. How on earth is it only trading at a 2026 10PS ratio ?!

Anyways, this one’s a keeper and I’m here to get that bag

u/PresentationReady873 — 1 month ago

There is no “rerating”

A rerating happens when a company balance sheet has an undervalued asset not being priced correctly by the market.

Or when production capacity of said company is about to expand drastically and change the revenue profile of the entire business.

$VOYG, $RDW, $ASTS, $LUNR have none of the above going for them. What we experienced for the last couple of months wasn’t a “rerating”, it was a frenzy speculative event where these companies were used as a proxy by default while everyone waited for the big thing.

“Buy the rumour, sell the news” event. The space sector will enter a bear market after the SpaceX IPO and there will be a rerating this time, to the real value these money losing, unscalable companies should be trading at. Which is much lower

reddit.com
u/PresentationReady873 — 1 month ago

I’m back all in

With almost no battery left

I’m hedging with puts with the rest of my cash but for the bullish side of things here is a quick and informative bull post about RDDT and SDGR (my 50/50 ~$500K each allocation)

RDDT : You’re reading this

SDGR : Gold standard in its industry used by every main player in pharma. Perfectly fits three themes, AI, biotech and software. They are literally bringing agentic AI to the market as we speak, and have one massive MOAT : advanced physics modelling platform that helps big pharma develops their drugs.

It has been beaten down as of late because of a new revenue model that is supposed to reshape the entire economics of the company. It’s a bet and it’s speculative but if it works, rerating way higher for this sub $1B company (only ~5 PS)

Also, and the most important thing, is that SaaSpocalypse is not happening (FIG earnings last week and SNOW yesterday) and software stocks are about to get repriced hard to the way up. These two are perfectly positioned to catch that bid

u/PresentationReady873 — 1 month ago

What do you think about MAVAN's safety ?

What's up gang ? I know it's a tuf time for most people on this sub but I think that there will be better days in the future. Much much better days.

The only thing that has me truly worried about this whole Treasury Company gig is the actual security related issues

How much of a true risk do you think this represents ?

Bear market will eventually end and ETH moon, but is there a security risk in this whole entreprise ?

reddit.com
u/PresentationReady873 — 2 months ago

I brought it to some small shop 5 years ago, official Rolex retailer, in my city and they kicked me out of the store saying it’s a fake lol.

I went to an independent horloger and he told me it was a legit one.

I’m bringing it to a real Rolex store in the new city where I live now in a few days.

Ive been told they’ll charge too much and replace some oldschoolcool components by newer ones which I don’t want.

I’ll see what these bad boys have to offer and might go independent

I’m also looking to buy a 1908 ice blue dial from this store but I ain’t overpaying for repair if you guys tell me it’s not worth it.

Way too long of a post skirt skirt

u/PresentationReady873 — 2 months ago