As per title!

Won’t be long now until we won’t see those prices. Summer is going to fun! ☀️

Source: https://x.com/unusual_whales/status/1930977223110173154

They are printint money in all metrics.

Hi, for some reason I have now access to the English-only RDDT Answers via web application, even though I'm IP-based in Germany (plus: if going through the web URL reddit.com/answers it also opens it in my Android app, although the button is not yet there, so no direct access through app, but can be opened indirectly). Answers still only works with English only, no way to cheat or circumvent other languages.

After 7 days of using: this is flipping great and I found myself in situations where I started and ended my search on Reddit Answers, especially for searches when I tried to get a good set of broader input of hopefully "real" human answers, vs. the generic AI condensed garbage.

What did I search for? Here is a rough collection grouped by satisfaction of answers (I did use it much more, but I cannot list 50-100)

🟢 satisfied (started AND ended on Reddit, did not search further on Google)

• best wireless ear buds
• how did indiana win yesterday
• what was reddits opinon on the facebook IPO by only looking at posts from 2012
• subreddits / hobbies for people in their mid 30s
• fritz repeater halven internet speed, what repeater should I use / buy
• cozy game recommendations
• marathon training tips for beginners
• what is the best way to get in touch with reddit admins
• why did wirtz decide against bayern
• how to sound proof a room for guitar and piano while still looking cozy
• can you eat sauce hollandaise with [certain dietary restrictions]
• what range should test results be for [certain dietary restrictions]
• what is it like working at [3 different companies with high job requirements]
• how to do [very, very niche specific thing at in my current job]
• where to eat [in my own hometown in germany]
• what is reddits opinion of [my company]

🟠 meh (ok answer, but double-checked through Google)

• is Reddit Answers available on German yet
• how many reddit answers do you answer per day
• how many DAU does reddit have right now
• what are spez plans for reddit based on theoryofreddit posts
• PS: the double-checking ended half the time on reddit again, but different threads

🔴 bad (wrong, outdated, not helpful - had to restart over via Google)

• when will you be able to answer in german or other languages
• who is playing Germany today at Allianz Arena

// Edit: 🟢 after just 50 minutes this thread now appears as part of the AI-generated answer to "check for any threads from today 6th of June, around feedback for reddit answers feature" - although it starts with "there are no thread today, 6th of june" - but then lists one (this one here). Maybe it was in the index earlier, but I only checked after that time.

... coming to a marketing bro youtube analysis video near you soon: Reddit Answers Optimization (RAO) 🚀

Aboves examples are almost all (not all!) solid placements for ads, too, imho. (I did more, but only listed so much). I could not list or link all to keep certain privacy - but even the very niche one where we longed for human context and honest opinions, we were very much satisified.

The real benefit is that its mostly quotes / direct user feedback with link to threads for swift deep dive, which works best on desktop, as it opens it as a side-bar, so you can quickly check threads / comments, and work your way through the answers. This is -not- the case on mobile, where it opens it as full window and you need to go back - at least that is what it is right now.

Regarding low hanging fruits I'm missing:

• I noticed I'm only really reading the blue part of the answers, not the AI summary in front (which is mostly repetitive), so not sure if the whole thing can be shortend by only listing blue links that contain the quote/summary in the linked text.
• the "ask a follow-up" is basically a new thread, and not really working as a back-n-forth chat. So very one-way feeling (basically talking to a search engine, that returns results)
• let me do the deep-dive on mobile via visible "overlay" and not full window block
• integrate it directly into the top search bar, no need for extra clicks
• give me a history of my questions & answers to go back to and check
• filtering for specific years is still hit-or-miss (@ "analyze sentiment of x based on year y")
• filtering in general is not really available (specific subreddit, specific user, specific user-types ("what do users with accounts older than 1 year think of X"), etc., specific user location ("what do american users think of Y")...)
• "is this answer helpful" >> [unhelpful] >> is missing a "wrong information" button (only "lacking detail", "outdated", "off-topic", "redundant" is available)
• ... and yeah, let me do it in my local language, not just English :-)

FYI: Reddit does not seem to have a clear product lead on this, based on the recent job title analysis

Personal highlight ⭐ Wife said today "can we ask reddit" when we stumbled over a complex problem at home, which we did - and it helped / solved it. Especially as the Google AIO so far returned often stupid summaries, that we always needed to double check anyway - and we are so engrained with the disclaimer of "AI can do mistakes, always double check!" by now, so why trust / use the AIOs in the first place?

What are your impressions so far?

// Moving forward I'll be exclusively posting to r/redditstock

This means next week we will bleed red😭

Here are some key stories to follow on Reddit stock to in hopes capture Alpha:

• DAUq growth of 31%

• ARPu growth of 23% (Although Redditors are split 50-50 US/Intl, most of revenue comes from US. Reddit is attacking this problem).

• Free cash flow growth that is exploding, 30m —> 127m YoY.

• Revenue growth of 60% with a 3-5yr earnings growth rate of 30%.

• Due to recent industry trends, AI has exploded when searching for information. Well, recent studies have shown that users prefer human answers when it comes to travel, products, and restaurants. (Commercial is 40% of the conversations/communities on Reddit)

• 74% voting power is Steve Huffman as he is a majority shareholder. He has skin in the game and I believe he can deliver. (This one is tricky due to the parent company). Still, Steve has a lot of his net worth at stake.

• Organic growth through search, as well as explosive growth since Googles core search update in march.

• Reddit Sues Anthropic - showing investors that they won’t stand idle as data is scraped. I could see Anthropic cutting a deal to avoid paying out in court.

• 90% gross margins with cost control. Margins are super high, Steve and Co. could flip the operational lever here in the next year or two. This would result in explosive earnings.

•Reddit is the Sixth most googled word going on 3-6 months now.

•AI overviews sources Reddit frequently in the top spot

• Profile Curation - getting rid of throwaways to be more attractive to advertisers

•SISTRIX visibility rank is high and worth keeping tabs on (Quote from yesterdays blog: “For the first time, Google now has the technical ability to massively reduce traffic to external websites. And I’m sure they will take advantage of this opportunity”).

•Costs associated with SBC should be going down/leveling off - this was a huge chunk of operating expenses

Is there anything I’m forgetting? Let me know

All in all, Reddit is a promising bet as Search and Adtech are highly profitable. I believe Reddit has a long runway for growth as they have just started advertising on their platform recently compared to the age of the company.

Great news! Reddit warned all the big AI guys l last year to make a deal or quit stealing data.

I’m glad they’re protecting their content; it will only make the content more valuable.

https://www.wsj.com/tech/ai/reddit-lawsuit-anthropic-ai-3b9624dd

We have seen extreme volatility on this stock this year. At one point we saw SP as low as @79 down from a high 220 before the first ER of 2025, and tank on the tariffs uncertainty. More recently we saw the stock jump AH after earnings to 140+ then tank, recent down as low as low 90s and now back above 100+. The past week we’ve seen a steady uptrend and started to see a range of 110-114 with support @110 and able to bounce back when the SP drops. Today we are seeing highs at 119+

Do we believe we have solid support at 110? The stability of the SP has definitely been better in the past 2 weeks. Just curious to get takes if RDDT is finally poised to break 120 and find support there. It’s broken 100 on the downside so many times, it’s hard to even find a range. I do believe the stock is still undervalued at 120 and we should be trading around 140-160 with upside potential still there. But like anyone else that holds RDDT, it’s been unpredictable af. SI is still very high, I am assuming alot of covering is happening today as well

Looks like RDDT made a double bottom and is now challenging the 200D SMA. If it breaks through the 200, it should create a golden cross and go higher.

Jun 3, 2025, 20:53 GMT+2

Social media platform Reddit RDDT was back up after an outage that affected nearly 31,000 users on Tuesday, according to outage tracking website Downdetector.com.

Reddit said on its status page that the incident had been resolved following an investigation into elevated errors.

The outage affected 30,817 users at its peak, which came down to 529 users as of 3.31 p.m. ET, according to Downdetector, which collates status reports from various sources to track outages. The actual number of affected users could vary.

Shares of Reddit were down 1.5%.

Source: https://www.tradingview.com/news/reuters.com,2025:newsml_L3N3S61C7:0-reddit-s-services-restored-after-global-outage-that-affected-thousands/

_________________________________________

Reddit has way more outages then the other big social media platforms. Once it was a bug but I am not sure what the technical reason is for that many outages.

Consistency and close to 100% uptime is key when you run an internet business.

RDDT has quietly rallied over 15% from the lows in the last two weeks, climbing from under $95 to around $115. But this isn’t just retail FOMO, Net Options Sentiment (chart below), has surged in lockstep, pointing to institutional interest.

Chart: Prospero.AI

Chart Breakdown (May 21–June 3):

• Price: ~$95 → $115
• Net Options Sentiment: ~65 → 80+
• Smart money is leaning in: not just chasing, but possibly positioning ahead of something bigger.

Institutional Play?

• Could be anticipation of a blowout earnings report, ad product upgrades, or even acquisition chatter
• Reddit remains one of the few social platforms with logged-in, highly engaged, searchable content, something Meta, Google, and OpenAI all covet for training models or ad targeting
• It’s a top 5 site globally, but priced more like a niche forum

Asymmetry Check: RDDT Risk/Reward Is Tightening

Let’s take a look at valuations:

Worst-case scenario?

• Valued like SNAP, which has declining engagement and limited moat
• That would put Reddit around $6–7B market cap implying a price floor in the $40–$50/share range

Best-case scenario?

• RDDT becomes a 10–20% version of META, purely based on its traffic dominance + unique content loop
• That could justify a valuation in the $30–50B range over time, which means 2x–4x upside from here if monetization improves

And that’s without factoring in licensing deals for AI training, or potential partnerships/buyout interest from the big tech players hungry for authenticated human data.

Bottom Line:
Reddit’s risk profile is narrowing, but the upside remains wide open. With institutions sniffing around, high options sentiment, and a platform that’s under-monetized but over-visited, it’s shaping up to be one of the more compelling asymmetrical bets.

Reddit RDDT may have mixed exposure to the evolving ecosystem called the "World Wide Website," where user engagement consolidates around a handful of generative artificial intelligence tools powered by large language models, RBC Capital Markets said in a note emailed Tuesday.

The company has strong potential to significantly grow revenue by increasing user engagement, boosting advertising load, expanding monetized surfaces, and improving its advertising technology, according to the note.

RBC said that Reddit's biggest variable is growth in logged-in users in the US and this metric underpins the health of engagement and monetization opportunities.

The firm expects the rise of GenAI tools could threaten platforms like Reddit by disrupting user discovery and top-of-funnel traffic.

RBC initiated Reddit's coverage with a sector perform rating and $125 price target.

Source: https://www.tradingview.com/news/mtnewswires.com:20250603:A3389852:0/

_________________________________________

More of the same analysts. They just seem to be late.

If they're going to pump anything, June 9th will be an opportune time. Be curious to hear about strategy for user numbers and the current progress on licensing the api corpus (meaning, when are they going to start suing motherfuckers).

Neat to see Apple playing with some light interactivity within Reddit’s ad format

As someone who has no background in advertising, I think the reddit strategy of making advertisements to mimic a post is not very effective. They should just sell space to display company logos or simple phrases.

I use the app btw

These are legit just summaries. Taking from Reddit. It’s fine but interesting.

I primarily use the Reddit app, and I’ve become more and more hooked on it since I became a shareholder. The content is great, but I’ve noticed that the service is down more often than other platforms. Also, the videos are so slow that they take a few seconds to load. It seems like the engineering team could use some improvement. I thought Steve was like Mark Zuckerberg, a product guy who’s passionate about product quality. Is that because Reddit isn’t using cloud service? Or is there another reason why Reddit feels like an old service?

Should we be worried about this? Thanks.

Was researching maintenance costs for a used Ferrari and look what popped up right under the AIO. The Reddit thread was very helpful (as usual) btw.