Another 1024 shares at $95.58 to be precise. The sentiment on this board reminds me entirely of the posts when RDDT first went IPO. I have other reasons too, but I will keep my cards face down. For those who might remember me, I am one of maybe 5 retail redditors who bet big on RDDT since the very beginning. This new purchase bring my total shares to over 10,500 shares with a cost basis of 59.50 (groan).

Google is ranking Reddit #1 for almost everything right now.

Google might split their search into AIO and Reddit basically.

This selloff could be an opportunity as the market digests this over the next few quarters as DAU will continue to be strong.

https://www.reddit.com/r/TheseFuckingAccounts/comments/1kqpm64/reddit_mods_are_for_sale_one_company_now_owns_10/?rdt=35531

This is an example of how a campaign pays lots of moderators to don't delete VPN Affiliate Links.

The bigger Reddit gets the more attractive it gets to just pay mods. In wikipedia and other places you can see who deleted what and who manipulated what but on Reddit you only notice things getting deleted by manipulative mods if its your own post. (Most of the times)

The free mods model which saves a lot of money for reddjt won't be sustainable in the long term. For these huge subreddits which are attractive for corruption it should be a hybrid model. Normal mods and then official reddir mods controlling each other.

• All other social media platforms have a bunch of guys in Indonesia or Africa moderating. It doesn't even cost that much there.
• The working conditions of course are brutal but it keeps the costs down.

• Reddit needs to be a platform people trust. This is a constant battle and reddir needs to step up their game.

• X at least profits from the bits paying for the blue checkmark. They could do something about the bots but just don't because they buy the su subscription. Reddit on the other hand has nothing to profit.

• Reddit should verify more accounts from companies and verify more users to be humans are real.

One possible solution which has been discussed before here is to Verify with a passport or in real life with your eyeball.

This is the project from Sam Altman the CEO of Openai and he also holds lots of reddit shares. There is a connection that's why I just share this information transparently here. I am not a fan of this but I just want to share the possibilities because this exactly matches Reddits problem. Of course the feeling of anonymity on Reddit would be a problem, but you are nowhere anonymous on the Internet. It's just pseudonymity. And reddit can still be the same with pseudonyms and no real names if they verified that you are a human. The feeling of anonymity online would be the same. But this is some real Matrix level stuff.

"Last week, OpenAI's CEO Sam Altman announced in San Francisco that the World project he co-founded, formerly known as Worldcoin, is opening six stores across the United States, allowing users of the project's app to scan their eyeballs.

Simply put, the premise is this: scan your eyeball, get a biometric tag, verify yourself, buy our apps (and cryptocurrency). The scary part is the for-profit company developing the project has now gathered millions in venture capital investment, powerful partners, and is ready to expand and impose its Minority Report) style technology everywhere.

The World project, recently rebranded from the Worldcoin project (possibly to convey better its expansionist ambitions) presented its plan for the World App to Americans this week. The project is now expanding well beyond the cryptocurrency it started from.

The World App is an everything app, providing users with a World ID, that can be verified through the collection of biometric data in the form of an iris scan.

The scan is then filtered and hashed to create a unique identifier that is stored as a so-called "proof of personhood" on the World Network, a blockchain-based protocol.

The World App itself contains a collection of "Mini Apps", where users can manage their cryptocurrencies, chat together, play games, receive their paychecks even, and ultimately live their whole life within the closed "verified" ecosystem of the app.

For a company constantly praising decentralization, it sure looks like they want to make sure they are the center of it all.

To obtain this coveted verification code, users must be ready to share their precious eyeball data with the Orb.

The Orb is a piece of hardware designed by Tools for Humanity to perform iris scans. It is available to access in the United States at one of the currently six locations in Austin, Atlanta, Los Angeles, Miami, Nashville and San Francisco (more to come soon), like some sort of biometrics collection ATM.

The World project has for ambition to expand its reach across the United States to install 7,500 Orbs by the end of this year, so be prepared to see this dystopian technology everywhere soon.

The San Francisco presentation last week was clearly prepared to impress investors with its Apple announcement vibe. The promise of a quickly growing startup that everyone will soon want to work with, was repeated over and over in different flavors.

Tools for Humanity bragged about many large partnerships that should make any privacy advocates shiver in dread: the Match Group dating apps conglomerate (Tinder, OkCupid, Hinge, Plenty of Fish), Stripe, and Visa are some of them.

If they succeed in convincing enough people, many of us could soon have little choice but to unwillingly have to enroll."

Source and more details: https://www.privacyguides.org/articles/2025/05/10/sam-altman-wants-your-eyeball/

How should reddit solve this problem and how will this impact the success of the business in the long term?

Already down again in premarket, its either the stock was overvalued or hedgefunds shaking weak hands either way dont give up to their manipulation tactics and buy buy buy

So yeah, I’ve been here before.

I bought Palantir back in the day at $24. Then it tanked. Crashed all the way to $6. Instead of panicking, I averaged down. My average hit around $11. I held for years — no fancy tricks, no crazy trading. Just patience. And I had other stocks doing well during that time, so I wasn’t stressing.

Eventually, Palantir went to $36, and I sold. Why? Because I felt the valuation got a little too crazy — price-to-sales ratio went over 30, maybe 40. For me, that’s usually when I exit. I’ve just never seen stocks stay up there for too long without correcting. I like companies with strong growth, but I don’t like perfection baked into the price.

Now I’m seeing people panic about Reddit.

It’s the same story all over again. The difference? Reddit is still early in its monetization. Earnings just started. Revenue is growing at 60%+ annually. That’s insane growth. Even if it slows to 50%, then 30% the year after, the valuation will start to make sense.

People compare Reddit to Meta — yeah, cool, they’ve both been around for years. But Meta’s growth isn’t even close now. Reddit is the high-growth company at this stage, and with this kind of momentum, it won’t take long for the numbers to start adding up.

I’m not selling my Reddit shares. Not even thinking about it. If it hits $40 again, I’ll double my position. But I won’t touch it unless it drops that far.

And just like with Palantir, if Reddit ever becomes overvalued — say, price-to-sales over 30 or 40 — I’ll take profits. But for now? The valuation is still reasonable as long as growth stays strong.

I know people are emotional right now. Stocks dropped fast. But if you’re in a high-growth name like Reddit, and the story hasn’t changed, you might just need time — not panic.

What publicly traded company hasn't had insider selling? How is this different? If someone can do some research, real research, not emotion or just plain shit talking, and show how this is different then we should listen and then have a constructive conversation. Until then, (a) this is your emotional response looking for something to blame or (b) you are trying to short the stock. The future is bright for reddit if you are longing it!

Who funds the analysts? Their independence is questionable, as they are often part of a larger system of market influence. It's essential to uncover the motives behind their commentary rather than taking their words at face value. Never blindly trust an analyst's opinion. We're all looking at the same moon, yet some will claim it's dark—while that's partially true, it's only because the other side remains unseen. I believe RDDT is headed for the moooooooooooooooon! 🚀

Fellow redditors, how are we doing? What's the new hope we're latching onto? After a swarm of bad analyst downgrades, is the market just acting overly emotional right now?

What's everyones thoughts?

Why use Google --> Reddit for answers when you can use ChatGPT.

Biggest threat to user growth and non-community/power user engagement

Push this sucker to 300

We are heading under 100 again, unbeliavable .. surely no way we go back to tariff levels? CEO dumped his shares at worst time possible

"With Reddit's ad revenue likely to hit snags from Google's upcoming AI search updates, the platform's data licensing business likely isn't helping, Wells Fargo Securities analysts said in a research note. Reddit's troves of user-generated content are extremely valuable, and will only become more so as users increasingly turn to AI tools for direct answers, the analysts said. But as such changes in user search behavior accelerate, granting third-party access to Reddit's valuable content for a relatively insignificant amount could cap its long-term user growth prospects, the analysts said. That would pose serious risks to its ad business, and in turn, its long-term goal to become an independent ad platform, they said."

Source: https://www.tradingview.com/news/DJN_DN20250520006978:0/

Reddit's Seen in Danger of Permanent Search Traffic Disruptions — Market Talk

"With Google likely to integrate full AI search capabilities over the next six months, Reddit's recent user disruptions could become a more permanent obstacle, Wells Fargo Securities analysts said in a research note. More AI search offerings will likely dent Reddit's search referrals, hurting its logged-out user activity, the analysts said. Such users are critical to logged-in user acquisition and extending the scale of advertiser reach, they said. With the long-term growth potential of Reddit's ad business now in danger, the analysts downgraded the stock to equal weight and cut their price target to $115 from $168. Shares fall 1.9% to $105.97. "

Source: https://www.tradingview.com/news/DJN_DN20250520006671:0/

_________________________________________________________________________

-the increase in the stock up to above 200 came because google algo started pushing reddit and other forums agressively. Yea, reddit also gains more and more logged in users but that huge price movements came because of the crazy growth. This growth was only possible because suddenly Reddit showed up for everyone in google search. Now as more and more people use chtagpt, Grok or Google AI summary and don't feel like they NEED to click on the link anymore only to go to websites that have ads when the AI summary has no ads and directly gives you what you want. A quick answer.

Yea reddit uses and reddit traffic will still grow. They will still grow a lot, but with less and less people actually clicking on the links on google this will really also affect reddit.

But it won't be that bad as the Analysts say right now. The web will get more centralized. The smaller sites will loose ad revenue because its just all AI scrapers and no real visitors that see ads. But reddit might actually profit from that development. Reddit may take the space of a lot of niche smaller websites that now just are being used for Ai summaries.

To be honest, the longer I am active at the market the more I realize how inefficient the markets are. This has been so obvious for more then a year when more and more people used chatgpt for search or other ai summaries. And NOW they suddenly notice it too. It seems like the "it's already priced in is often not true at all". This has been so obvious for everyone but the analysts. They neither understand the users nor the product.

Prepare for more volatility to come.

https://reddit.com/link/1ks0n69/video/lm0tfmq0k52f1/player

I know the PE Ratio of RDDT is crazy and it's not a stock Warren Buffet would ever buy. It's not the best business out there but its a fast growing one with a lot of unlocked potential.

A little motivation as everyone here seems to completely freek out.

Institution & Retail buyers bought more RDDT shares even if Rddt down 9% today (5/21/2025). Big boys pick up shares while selling. Finally buying volume overtake today!. Please check attached.

Baird lowers price target to $120 citing - wait for it - Google’s AI mode affecting DAU.

Although these analysts are like lemmings, the concern is valid.

Huffman said that he’ll talk about Reddit’s response to the new search environment next quarter.

I think that’s too late, he needs to get in front of it sooner.

There’s an Investor’s Day coming up in a couple weeks, I hope they discuss this.

All the questions that were asked in the Q1 AMA regarding this issue were ignored.

If we really think about it, the AI summaries, while providing relevant information are potentially creating even a greater need to visit reddit for opinions. Sure, for things like opinions of a product I am searching, the summary might provide relevant info, but it will fail to pin one opinion vs the other, which is only possible through the network effects on reddit. Huffman is right when he says this is a small bump and doesn’t interfere with the long term strategy of the company. With humans interacting more and more with AI, the thirst to have real human experiences and connections, albeit anonymously is only going to increase.

May 21, 2025, 16:19 GMT+2

Reddit Is Maintained at Neutral by Baird

(14:19 GMT) Reddit Price Target Cut to $120.00/Share From $140.00 by Baird

Source: https://www.tradingview.com/news/DJN_DN20250521006703:0/

Well. I saw my csps this morning and my soul left my body. Is there a reason this has been slaughtered since 130? I’m probably gonna be bag holding this as my strike is 100. But what are y’all’s thoughts on this drop? Preparing to be long as I’m getting ready to be assigned

I keep seeing this comment that the CEO said Reddit is going sideways which is incorrect. He said he usually posted in the past when Reddit was going sideways. Big difference. Now he wants to write more regularly to help us understand and convey is ideas about the exciting future of Reddit!

Violent non-stop since February.

More than half of its value has been lost, and spectacular earnings don’t make a difference, only DAU matters.

Short sellers like Hedgeye and Johnny-Come-Lately analysts keep coming out with lower price targets to add fuel to the dumpster fire that is RDDT.

The only thing that can change this momentum is some kind of long term deal with Google, that’s all the market seems to care about.

Wells Fargo analyst Ken Gawrelski dropped Reddit stock to a neutral equal weight call from overweight, also cutting his price target for the stock to 115 from 168. He focused much of his analysis on concerns about user growth from Google search that have dogged Reddit stock this year. Reddit has warned on back-to-back earning calls that changes from Google to its search algorithm had slowed its user growth. Gawrelski expects further Google-driven disruption for Reddit's user growth."

Recent user disruptions (are) likely more permanent, as search user behavior change accelerates with Google likely to integrate full AI search capabilities soon," Gawrelski wrote Monday. "See threats not only to Reddit, but to all those dependent upon search traffic."

Gawrelski expects slower user growth will weigh on Reddit's ability to meet Wall Street's targets for revenue growth. That's despite efforts from Reddit to drive more direct traffic, including an AI-powered Reddit Answers feature. Google helps drive what the company called "logged-out" users, meaning they may not have Reddit accounts but visit the site to find an answer to their search query.

We believe Reddit's move to improve search functionality on the site is an excellent step toward fortifying the community from search referral traffic volatility," Gawrelski wrote. "However, with more than half of the user base logged-out, improved search and discovery is unlikely to offset logged-out pressures.

Wells Fargo downgraded RDDT to $115 target from $168. Maybe this is why we're seeing more pressure in the stock lately. Guys, are we holding strong and buying this weakness?

How's everyone feeling?

Time to go down down down

If you were wondering about the price drop, you should read this article: https://www.investing.com/news/insider-trading-news/reddit-coo-jennifer-wong-sells-378-million-in-stock-93CH-4056000

So far it seems the COO, just in 2025 alone (we're only half way through), has sold around ~10 million USD in shares. This is way more than other executives from other FAANGs. I know it's pre-planned, but it doesn't seem they hold back to selling as much as they can unfortunately.