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RDDT

19 篇文章

📌 X Insight Update[x_fin] (2026/07/23 00:10)

2026-07-23 00:28

📌 X Insight Update[x_fin] (2026/07/15 09:48)

2026-07-15 11:47

📌 X Insight Update[x_fin] (2026/07/07 00:55)

2026-07-07 01:42

  • $HOOD remains the clean momentum leader. It bounced from the $60s & $70s and is now approaching $120, while $SOFI is trying to catch up after breaking over $19. The setup is rotation into fintech beta, with $SOFI needing continuation to confirm the move. [1](https://x.

📌 X Insight Update[x_fin] (2026/07/06 10:25)

2026-07-06 12:00

  • U.S. equities are likely heading into a choppy second half. The key driver is uncertainty, not simply good or bad news. The market can price good news and tolerate bad news, but hates unclear policy paths. With the midterm elections in play, large swings look almost unavoidable.

📌 X Insight Update[x_fin] (2026/07/02 02:01)

2026-07-02 04:01

📌 X Insight Update[x_fin] (2026/06/22 22:40)

2026-06-22 22:58

  • $RDDT looks under-discussed relative to the new product commentary. The key read-through: Reddit is becoming a verification layer for AI commerce.

📌 X Insight Update[x_fin] (2026/06/22 07:03)

2026-06-22 08:53

  • Forward P/E and forward PEG are not double-counting the same forward assumption. Forward P/E swaps the denominator from actual EPS to forward EPS. Forward PEG uses forward EPS / actual EPS as the denominator, capturing YoY EPS growth.

📌 X Insight Update[x_fin] (2026/06/16 21:33)

2026-06-16 22:53

  • $SPCX is trading like the public-market proxy for three narratives at once: launch, satellite internet, and orbital compute. That explains why its market value is now roughly equal to every other aerospace and defense company combined.

📌 X Insight Update[x_fin] (2026/06/15 23:43)

2026-06-16 00:52

📌 X Insight Update[x_fin] (2026/06/14 11:20)

2026-06-14 12:53

  • Reddit ($RDDT) has a stronger AI-data moat than the market is pricing in. Early engineers from major LLMs reportedly viewed Reddit data as essential to model creation, and Reddit being the #1 most cited domain reinforces the idea that its corpus is core training and retrieval infrastru…

📌 X Insight Update[x_fin] (2026/06/05 01:12)

2026-06-05 02:37

📌 X Insight Update[x_fin] (2026/06/01 07:00)

2026-06-01 07:34

  • $NVDA is not “dead money” just because the stock was 210 last October and is still 210 now. The real setup changed: last year the PE was 55x, now it is 22x.

📌 X Insight Update[x_fin] (2026/06/01 05:15)

2026-06-01 05:39

  • A call for the S&P 500 to drop 50%-75% gets treated as an extreme bear-case with a weak evidence base. The key challenge: show when the S&P 500 last fell 75%, and what signals make that kind of tail-risk credible this year.

📌 X Insight Update[x_fin] (2026/05/31 11:59)

2026-05-31 14:55

  • $RDDT may be mispriced by reputation risk. The “internet wasteland” narrative looks similar to the old bear cases on $PLTR as a “toxic government contractor spy agency” and $HOOD as a “gambling degenerates” platform.

NBIS AI compute case points to 20x revenue on Azure demand

2026-05-31 00:22

  • The SpaceX IPO in two weeks could drag market attention away from launch hype and toward the real cash layer in space: recurring connectivity revenue from orbit.

📌 X Insight Update[x_fin] (2026/05/29 05:31)

2026-05-29 07:29

📌 X Insight Update[x_fin] (2026/05/29 02:21)

2026-05-29 03:35

📌 X Insight Update[x_fin] (2026/05/22 02:33)

2026-05-22 04:07

📌 X Insight Update[x_fin] (2026/05/18 08:24)

2026-05-18 08:40

  • $AUR is being framed as a levered way to play autonomous driving, with the bigger angle being that embodied AI is moving from concept toward real-world deployment. The takeaway is not just AV hype, but a broader platform shift where physical-world AI starts to matter. [1](https://x.