u/Streetballer3810

u/spez - We Need To Start Talking About Innovating Reddit’s Platform

I honestly think TikTok and YouTube Shorts have a massive weakness that nobody really talks about enough. The audience connection is actually super weak. A creator can get millions of views but most people just swipe away 2 seconds later onto some totally random topic. The creator doesnt really own a community at all, they just rent attention from the algorithm for a little while.

Reddit already has the one thing those platforms cant really copy which is actual communities. Like real groups of people centered around specific interests that already exist naturally. Thats why I think Reddit could build a short form video system that actually works better long term than TikTok if they leaned fully into what makes Reddit different instead of copying everyone else.

Imagine watching a vertical video about some crazy relationship story, gaming drama, product review, DIY project, whatever. But instead of just watching a person talk, the bottom half of the screen is the actual Reddit thread live underneath it. You can scroll the comments while the video is playing, jump into the discussion instantly, read the source material, check links, products, all without leaving the video. Thats something TikTok literally cant do because they dont have communities tied to content.

I also think feeds should be tied more to subreddit ecosystems instead of pure algorithm chaos. Right now TikTok jumps you from cooking videos to car crashes to conspiracy theories in like 10 seconds and your brain gets fried lol. Reddit could organize video feeds around communities instead. So if youre in gaming content youre mostly seeing gaming stuff unless YOU decide to switch somewhere else. Or honestly, maybe you dont even need one giant algorithmic feed at all. You could just toggle on the specific subs you actually want to watch content from. If you follow running, gaming, real estate, woodworking, and fitness, your video feed becomes a blend of only those communities. People could turn subs on and off whenever they want and completely control the type of content they see instead of relying on an algorithm constantly guessing for them.

The biggest thing though is creator retention. TikTok creators always end up needing Discords, Patreons, or seperate communities because their actual profile page is kinda dead. But on Reddit, every creator could basically build their own subreddit ecosystem directly connected to their videos. The viral videos become the top funnel but the actual community keeps people there long term.

TikTok treats video like TV channels you constantly flip through. Reddit could make video feel more like entering an actual room full of people already talking about something you care about.

https://preview.redd.it/xgq8enwxwp2h1.png?width=1408&format=png&auto=webp&s=aa07ba356860aecb607a30ced3168b20a28b781a

What are people’s opinion on a possible partnership with Amazon??

It seems like a no brainer for both company’s to work together in the e-commerce space.

The ad network and cloud infrastructure could obviously benefit Reddit, but the integration of the two seems beneficial to both sides.

If the stock hits $250 next year, I’m going to sell part of my position to buy a used drop top. Going to get the license plate “RDDT250”.

Thinking of getting a used BMW Z4 Roadster. Something between 10k-15k.

Also up to hearing other opinions on what I should get.

Mark this post because I’ll post a follow up with a picture of it once this happens.

#YoungMoneyCashMoney

I believe many Hyatt hotel will be devalued starting tomorrow May 20th, however is that all Hyatt hotels? Is there a complete list if it’s just a select number of hotels?

Match 15 - New Zealand Vs. Iran - 4 tickets - Cat 1
Section 100 Row 11
$850 a ticket

Match 39 - Belgium vs. Iran - 4 Tickets - Cat 1
Section 202 Row 18
$650 a ticket

I will pay the PayPal Goods and Services Fee for the Buyer Protection. I will also transfer the tickets immediately.

Message me if interested.

I know we have all talked about Reddit having a "Reddit Marketplace" idea, but I truly believe the runway for this is bigger than people think about.

I’m picturing something like a hybrid of Amazon + Shopify, but built around communities instead of search rankings and ads.

Businesses (big and small) could create storefronts directly on Reddit. You’d discover products through subreddits, posts, comments, and recommendations, then check out without ever leaving the app.

I really think there’s a big gap in ecommerce right now. Tons of brands build their own stores on Shopify, but that means customers have to discover and trust a bunch of random standalone websites instead of having one central place to browse and buy. On the flip side, selling on Amazon gives you traffic, but it often comes with being SQUEEZED on margins. Amazon has started to be impossible for small businesses to ever make money.

It feels like there’s room for a middle ground. A platform where both small and big businesses can create and own their storefronts without being buried by marketplace fees. Ideally something open and affordable, where Reddit could let businesses host and sell for pennies on the dollar while still benefiting from built-in discovery and community trust.

TO ENSURE THIS DOES NOT BECOME FLOODED WITH SPAM/BOTS TO BECOME THE NEXT TEMU, WISH, OR SEVERAL AMAZON SELLERS....

Reddit could require sellers to verify their identity, maintain minimum account age and karma, and pass a manual approval process before listing products. Selling access could be tied to relevant subreddits, where moderators help approve and monitor brands within their niche. Reviews would only be allowed from verified buyers and permanently linked to real Reddit accounts, making fake feedback much harder to scale. New sellers could face gradual limits and probation periods so trust is earned over time rather than instantly granted. Strong reporting tools and transparent seller profiles would let the community quickly flag bad actors before spam and bots can spread.

I'm going to run some quick and dirty math and I want others to chime in on my thoughts:

It seems like people on WallStreet keep focusing on net income margins to forecast EPS, but I don’t think that’s the right way to model Reddit’s earnings at all.

For the full year 2026, Reddit’s break-even threshold for operating expenses is landing right around that $1.85**-**$2 billion mark. Anything above that becomes almost a "Pure Profit" Zone. About 91% flow through.

Reddit can still carry over tax losses from 2025 to 2026, so ill keep taxes at 0 for 2026 and start accounting for them in 2027:

lets say 45% growth in 2026 - Revenue should be about 2.2x1.45 = 3.2 Billion

3.2 billion in revenue - 1.85 billion operating expense = 1.35 billion

91% flow through x 1.35 billion = 1.2285 billion

(EPS = 1228 M /206 M shares = $5.96)

NOW, what happens after this is the true heavy hitter.

lets say 35% growth in 2027 - Revenue should be about 3.2x1.35 = 4.32 Billion

4.32 billion in revenue - 1.85 billion operating expense = 2.47 billion

91% flow through x 2.47 billion x (0.85 for taxes) = 1.91 billion

(EPS = 1910 M /206 M shares = $9.27)

lets say 25% growth in 2028 - Revenue should be about 4.32x1.25 = 5.4 Billion

5.4 billion in revenue - 1.85 billion operating expense = 3.55 billion

91% flow through x 3.55 billion x (0.85 for taxes) = 2.75 billion

(EPS = 2750 M /206 M shares = $13.35)

Would love for others to Chime in on this.

Some side notes: This really doesn't include "Other Revenue" which comes down as truly Pure Profit. Also, I'm assuming Reddit is able to bring down there tax liability from offsetting it with their SBC. Meta does this same things and brings their tax burden down to like 10%. and I KNOW, keeping the operating expense at 1.85 billion isn't being conservative, but even bring this up to 2-2.3 billion, and EPS still soars.

Looking for any cool restaurants with live music and cool vibes in LA. Something low key, not like a party vibe. Any suggestions?

Dude, its honestly funny how dumb Wall Street can be sometimes lol. If you do some quick numbers after seeing their EPS for Q1 2026, Reddit should easily hit an EPS of $5-$5.4 by the end of this year. I literally had them hitting this number by next year so they already proved me wrong.

Anyways, call this a double in EPS from $2.62 in 2025.... that 100% EPS growth by the end of 2026. With a forward PE currently at 39 the forward PEG is 0.39.

DUDE! that's also with their forward PE only estimated to be $4.2 by analysts right now. So in reality this has a forward PEG of about 0.3 for end of 2026 if you use updated EPS number after seeing their Q1 numbers.

This deserves a forward PE of at least 60-70 which would still have the PEG under 1. Crazy undervalued.

I get that the smart money might be sitting on their hands because of macro fears or worrying about interest rates or the ad market cooling off, but here’s the kicker! This doubling of EPS is being driven strictly by ad growth right now. That’s just the base layer. The runway for other ventures is massive and could re-ramp this puppy even harder once they actually lean into them.

Quick side note: I honestly think that $1 billion buyback could be used in much much better ways. Buying back shares is a minimal win for shareholders at this stage. They should be taking that billion and funneling it into those new revenue streams to accelerate the scaling. They only spent like 35 million of that money, so I'm hoping they're thinking big picture.

Okay, my mom is yelling at me now to get in the car or we'll be late for school. See ya guys

With the current Google and Reddit data partnership in full swing, I feel like there’s a massive opportunity being left on the table for native integration.

We all know the YouTube comment section can be a bit much. While it’s okay for quick reactions, Reddit is where the actual deep-dive discussions happen. I’d love to see a feature where YouTubers can link a specific subreddit or "Megathread" directly to their video via a native UI toggle.

Instead of just watching a video and leaving, users can "hop over" to a moderated community for peer-to-peer engagement. It gives YouTubers a way to host structured Q&As or feedback loops without fighting the spam in standard comment sections. It drives high-intent traffic to Reddit while keeping the "community" aspect of the channel alive and well.

I put together a quick illustration of how subtle and clean this could look on the player, just a simple button to bridge the gap between the video and the subreddit.

What do you think u/spez?

https://preview.redd.it/7zbo2xtlq5yg1.png?width=1137&format=png&auto=webp&s=47b8b8dbca5eb639566d6691d4928a01d186c5f8