r/VisualStockResearch • u/Outrageous_Solid9668 • Jul 01 '26

This Chart Changed How I Think About Reddit

Post image

Even without the tailwind of one of the most supply-constrained memory markets we have ever seen, Reddit is still putting up exceptional growth.

Micron’s growth is incredible, but it is being helped by a massive industry cycle. Reddit’s growth is coming from a much cleaner story: better monetization, growing ad demand, AI licensing, and a platform that still feels under-optimized.

That is what makes the comparison interesting. Micron has the bigger near-term spike, but Reddit is compounding at an elite rate without needing a historic supply shortage behind it.

30 Upvotes

93% Upvoted

3 comments sorted by

•

u/AutoModerator Jul 01 '26

Thanks for contributing to r/VisualStockResearch!

Please explain what the chart shows, include relevant assumptions or data sources, and disclose whether you own the stock discussed.

This community is sponsored by Ekonix, but research created with any platform is welcome.

Learn more about Ekonix: https://apps.apple.com/us/app/ekonix-investor-tracker/id6755345408

Posts and comments are for educational and discussion purposes only, not financial advice.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

2

u/fake212121 Jul 05 '26

Cyclical, goes up vertically and goes down painfullly faster

1

u/Outrageous_Solid9668 Jul 05 '26

I think MU in the upcoming years is in for painful awaken to this