r/redditstock

What a bunch of pussies you all are.

Meanwhile over at the Palantir club, the early investors saw their stock drop by 90%.

Those who held and bought more during that period absolutely raked in the gains and became rich since Palantir has now become a mega-cap. I know a few of those folks on X in investing circles. Balls of steel they have. Shoutout to the early AMD folks too, who went through something similar.

Meanwhile you lot are all kicking and screaming and crying over a little 3% or 5% price volatility. Bunch of emotional, butt-hurt wusses.

Maybe you are better off owning short-term government bonds where the price barely moves, since you hate price movements so much + clearly don't have the temperament to own stocks in general. Bet you bums would love that.

Please hit the sell button so I can rake up your shares and don't hurt yourself on the way out the door.

Oh and one more thing - /u/spez please put me on the board of directors.

This post contains content not supported on old Reddit. Click here to view the full post

Jen and Steve need to put a pause on these planned sales. How much money do you need? They’re completely destroying investor confidence. Don’t worry though everyone, we will see the new compensation packages passed on June 5th without any metrics for stock performance tied to them.

Have a nice day!

My fellow Reddit investors, I need to word this so it doesn’t come across as investment advice so I will just refer to what I am telling myself. “Don’t let the volatility in the shares let you get shaken out of your part ownership of this great company. Is it painful, yes, particularly if you are watching closely. More so if you are watching closely and then reading the negative posts on this sub. Do less of the things that are likely to shake you.”

The volatility is the price that has to be paid for great future returns. The volatility is also what is going to shake out the investors that were really looking for a quick gain and not wanting to be true part owners in a fabulous company.

You can probably look at your own investing history and see where you have been shaken out of investments in great companies. For me, two hit hard … Apple and NetFlix. I got shaken out. I believed in both of them to the Nth degree but I watched too closely and let the noise get to me. I wasn’t invested like an owner.

I will not make the same mistake with Reddit and I hope you don’t either, which isn’t investment advice.

Honest question. SNAP, the company from which CFO Drew Vollero came:

- Just did double the ad and total revenue of RDDT

- Also has had notorious SBC packages that created dilution

- Also authorized multiple share buybacks

- Again, the CFO now runs RDDT

- has had pitiful share performance for 4 YEARS

- but has only turned a profit in one quarter

Now RDDT:

The RDDT C-Suite keeps harping “ADS, ADS, ADS!” And while they’re doing great and ads is a seriously strong, growing business (like SNAP) with more growth lined up, will it ever make a difference in share price in a meaningful way again?

Many bulls are hopeful for the day RDDT logs $1B quarterly revenue, and beyond. SNAP just did $1.4B in Q1 and posted their lowest % net loss. Their share price couldn’t give a lick. Could this RDDT story be a similar one to SNAP, just the slightly profitable version?

Same CFO, same business model, same SBC program, same buybacks, similar revenue performance (RDDT monetizes about 2x better on a per user basis)….similar future share price story?

A *key difference* is SNAP has only turned a profit in one quarter EVER, but RDDT is being treated like a pre-rev, net loss company anyways. Despite turning solid profits for 1.5 years. So even though RDDT makes money, I think it’s just an evolved variation of perhaps what’s happening at SNAP. Perhaps Drew Vollero evolved his tactics learning what he did at SNAP.

You see SNAP had a parabolic jump from 2020-2021, then slowly started to come down where it started by 2022. It was 1.5 years of crazy share price growth (like RDDT) and by 2022 it had lost all its gains. It’s now sat stagnant for 4 years. They too nearly doubled revenue between 2020 and 2021.

Is this not the fate with RDDT, with the profits substantiating a higher floor share price? The CFO came from SNAP, though he left before the buybacks (as well as the parabolic share price rise).

Even if we execute ads and user growth flawlessly and hit the projections that SNAP already has, can’t our share price not be rewarded, as was SNAPs? SNAP has continued to increase revenue every year and lessen the net loss, market doesn’t care. Reddit has turned a profit for 1.5 years and increase said profit nearly every quarter, market doesn’t care.

I’m a bag holder and believer but can someone convince me, rationally, that this isn’t the RDDT trajectory? It almost seems intentional…..we are the insiders exit liquidity.

Tl;dr

This was never intended to be fetus-META….it was intended to enrich the founders and C-suite by profiting mildly enough to attract enough retail investors to keep the scheme going. It’s the evolved Drew Vollero system. RDDT profits don’t even let it crack the Fortune 500, but the hopium of future growth perpetuates the scheme along with continued dilution.

Obviously yes it can be tough to sit through, but it shouldn’t sway you to sell an investment just because a stock underperformed over a certain period. If the story is still in tact, the financials are strong, and management is properly executing then selling shouldn’t even be a thought, but buying more should be.

A few quick takes on management execution

1- unless the court cases aren’t settled by early 2027 I would expect those to happen before AI deal refresh so I can’t blame them for this.

2- Vollero needs to ramp up the buy back to at least 100m a quarter starting Q2. Q1 buyback was disgraceful full stop.

3- execution on the ads side of the business has been great and that’s where the big money is. Their model works , and now they’re investing talent and money into the content feed to increase engagement.

4- they’re already super profitable. They lost money in 2024, in 2025 they boasted around a 20% profit margin. Last quarter it was 31%. People underestimate just how well a business like this scales.

Don’t let Wall Street get your shares for cheap. What’s the lowest this stock could truly go. 5$ eps this year is the low estimate, and every time they post strong earnings the fair value keeps going up. Unless you believe the stock is trading above fair value today, the price action is no reason to sell. And if anyone does own RDDT that bought in the past that is considering selling for a loss, why do you believe Reddit is above fair value and what has changed in your thesis since your purchase? Thanks

Reddit is one of the very few "independent" major media forces in the US. It influences political views especially for left-leaning voters.

Most media companies are under the control of non-media affiliated billionaires. Billionaires want to control media. Elon Musk buying up Twitter and Jeff Bezos owning Washington Post is a clear sign of it. Twitter was a fledging company with lousy revenues. But guess how much Elon paid for it? $44 billion.

If i m a billionaire, I would want to control Reddit. RIght now, Reddit is priced at like $30 billion, lower than Twitter despite having more American users. Unlike META, Reddit is cheap to own and unlike Twitter, Reddit is already profitable. All the billionaire has to do is buy Reddit, allow the right leaning population to create their own subreddits (i believe this is suppressed by current management which leans left), and push right leaning content. OR, a Democrat billoinaire buys Reddit to preserve the left and push left policies that aligns with their views. Like supporting Chuck Schumer over Ortega.

As such, Reddit should deserve a premium valuation to prevent billionaire takeovers, much like what happened to Twitter and TikTok. Youtube, FB, Insta, Rednote, these are all controlled by Big Tech or foreign entity. Only Reddit remains.

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

This post contains content not supported on old Reddit. Click here to view the full post

Genuinely curious, who left after today’s price action? It’s disheartening for sure. Do you think $200 EOY is still possible?

Can't believe it could not hold up 160..

Fucking 20 @ $207 average..

Am I the only one that doesn’t get all the complains? I mean, if you loved RDDT and invested until a few months ago, why not buy more right now? A successful product that you love is not sale! The way I see things we all love Reddit enough to even talk about Reddit stock (and others, let’s be honest) ON REDDIT; earnings were excellent; most revenue comes from ads that suck ass, so I can only imagine how amazing it will be when they get improved; it’s useless to compare it to Meta; we are all brain damaged from the 5000000% run most AI shit had in the last 3 weeks. Just be patient. Traders or impatient people, please abstain from commenting. Reddit and RDDT LOVERS feel free to share your thoughts on why this is an amazing stock to own.

As we all know, if an ant farts in the Serengeti, RDDT will go down.

Somehow, any news anywhere will be bearish for RDDT and the stock will sink at the open and continue sinking throughout the day.

I feel that today’s blood shedding was due to Google’s new search announcement yesterday.

The market, once again, is tethering Reddit solely to Google-related traffic, and it has fears that the zero-click world that Google is building will result in much less traffic to Reddit.

The market always likes to sell first and ask questions later.

Just read the anti AI comments regarding the Google search update. They got so bad that Google turned comments off on their official I/O announcement.

Reddit, as a relatively small company, is one of the few companies that can stand on its own 2 feet against the likes of Google.

Perhaps this will harm some referral traffic, but the orange reddit app will still be clicked on daily by millions. You can count on 2 hands the number of quarters where reddit has been running ads. This shit is just getting started.

Fundamentally AI needs fresh data, and reddit generates a Wikipedias worth of data every week.

Hold. Do not sell. Where else are you going to put the capital?

Ok guys I'm the guy who said a week ago that maybe Altman was dumping his position and causing the weak price action. I was downvoted to oblivion. But I'm back with another PSA and I hope I have earned a tiny bit of credibility for being right on the Altman situation.

So basically, I have a theory that certain hedge funds, particularly ones with affiliated market-making businesses (looking at you Citadel) have a new strategy which is when capital on options positions become VERY sizeable, you can actually profit by buying/selling the stock to win those option bets (yes, an option is a binary bet).

Here's how it works.

Let's say, they are able to aell $750m worth of premiums of outstanding call options owned by RDDT "longs". Because of what I described above, they can use those premiums to short the shares basically surpressing the price into expiration.

Now in 99% of cases this woudln't make sense because the risk to the short position is greater than the $750m premium valuec but now:

-Tons of volume today is just via passive ETFs, which are more predictable in their activity.
-Many "long" positiontakers only buying calls because they are of r/wallstreetbets culture
-$RDDT having a low public float due to being recently IPO'd
-All brokerages have basically moved to payment for order flow model so data on retail shareholder behavior is more available than ever

So basically what I'm saying is, if you want to stop the "manipulation", which in my mind is totally fair play to the manipulators, and you're a call or LEAPs holder, you can do so by selling your options and buying shares.

And no, the manipulators aren't out to get RDDT, they're just looking for opportunity and RDDT happens to be that right now.

Thanks for listening to my TED talk.

Position: 635 shares, sold 3 contracts of Jun 150 puts, sold 7 contracts of Jun 140 Puts.