Long 32,000 shares of RDDT
Long RDDT $130C exp Nov 1 · 220 contracts
Long RDDT $100C exp Mar 1 · 180 contracts
Short RDDT $135P exp Jan 1 · 110 contracts
$6M+ RDDT YOLO. 32,000 shares, 400 ITM calls, and a shitload of conviction!
Reddit is severely undervalued with 60%+ consecutive YoY revenue growth, 91% gross margins, doubled EBITDA, and a PEG ratio of 0.7 at $154. International monetization remains largely untapped ($2.26 ARPU vs $11.85 US), AI licensing deals offer upside, and the company has $2.8B cash with minimal capex needs, pointing to potential $1000+ per share valuation.
At post $159.93·Now $144.25-9.8% since postedas of Oct 23, 4:45 PM ET
1d-2.9%
3d-0.4%
1w-3.0%
1m—
3m—
6m—
1y—
“500K+ into RDDT, holding through earnings”
500K+ into APP and RDDT
Author is deploying 500K+ into RDDT and holding through earnings, signaling conviction in upside.
At post $159.93·Now $144.25-9.8% since postedas of Oct 23, 4:45 PM ET
1d—
3d-2.9%
1w-2.4%
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3m—
6m—
1y—
Moving on (from mu)
Author's favorite position currently. Indicates strong conviction and ongoing holding as a core portfolio stake.
At post $159.91·Now $144.25-9.8% since postedas of Oct 23, 4:45 PM ET
1d—
3d+0.0%
1w-2.4%
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“Bought in at $150”
Stocks that Im buying/bought this year
RDDT is growing DAU +28% and logged-in growth +12% with exceptional international expansion potential via auto-translate; monetization is improving and human interaction becomes increasingly valuable.
At post $147.86·Now $144.25-2.4% since postedas of Oct 23, 4:45 PM ET
1d—
3d+1.7%
1w+8.1%
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“5% share allocation”
What to invest in currently. Where’s the value?
Reddit has dropped 40% this year without clear fundamental justification. The platform can increase ad revenue and monetization, making the pullback an opportunity.
At post $149.53·Now $144.25-3.5% since postedas of Oct 23, 4:45 PM ET
1d-1.1%
3d-1.1%
1w+4.6%
1m—
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Long RDDT $125C exp Jan 21
Long RDDT $130C exp Jan 21
$146K YOLO on RDDT Jan 2028 Calls
Author is betting on Reddit (RDDT) to appreciate significantly over the next ~3 years, deploying $146.5K into long-dated call options at $125 and $130 strikes expiring in January 2028.
At post $152.72·Now $144.25-5.5% since postedas of Oct 23, 4:45 PM ET
1d-1.9%
3d-1.9%
1w-2.1%
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Reddit’s upcoming Q3 2026 earnings will crush expectations - Statistical data evidence
Reddit's Q3 2026 earnings will exceed modest guidance ($860–870M) due to accelerating ad revenue, 8% monthly user growth in August, Piper Sandler's consecutive upward forecast revisions, and September's full rollout of Reddit Max to all advertisers—which showed 60%+ advertiser growth and 150%+ revenue growth in beta. The company could achieve over $1B in quarterly revenue for the first time.
At post $158.73·Now $144.25-9.1% since postedas of Oct 23, 4:45 PM ET
1d—
3d-1.9%
1w-5.6%
1m-2.3%
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6m—
1y—
Everyone Is Misreading Reddit’s DAU Decline
Reddit is strategically transitioning from a search-dependent website to a direct, logged-in platform with high user stickiness and valuable proprietary user-generated data. Despite DAU decline concerns being misread, the company maintains 8 consecutive quarters of 60%+ revenue growth at 30% net margin, while controlling one of the largest collections of human conversations in an internet increasingly restricting free AI data access.
At post $150.31·Now $144.25-4.0% since postedas of Oct 23, 4:45 PM ET
1d+2.0%
3d+2.0%
1w+2.4%
1m+0.4%
3m—
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I Still Don't Understand Why Reddit Is This Cheap Compared to Everything Else.
Reddit is severely undervalued at ~$32B market cap relative to peers with weaker fundamentals. With 61% YoY revenue growth, 31% net margins, strong moats from community-driven user stickiness that cannot be replicated by AI, and minimal direct competition, Reddit deserves a valuation comparable to Palantir ($420B) and should trade much higher.
At post $151.71·Now $144.25-4.9% since postedas of Oct 23, 4:45 PM ET
1d-0.9%
3d+1.0%
1w+2.4%
1m-0.6%
3m—
6m—
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“$RDDT $250 Calls expiring Friday”
[DD] Why $RDDT goes to $1,000 the exact second their AI team figures out Post-Nut Clarity
Reddit's AI will unlock massive monetization by detecting post-nut clarity moments and dynamically serving high-converting SFW ads (personal finance, bootcamps, trading) to users experiencing peak decision-making vulnerability. This conversion of unmonetized NSFW traffic into targeted advertising represents unlimited upside potential.
At post $164.50·Now $144.25-12.3% since postedas of Oct 23, 4:45 PM ET
1d-3.8%
3d-8.6%
1w-7.2%
1m-4.2%
3m—
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Reddit Stock
Reddit has a strong competitive moat due to authentic user-generated content and lack of real competitors. At a 36 billion market cap, the company could achieve significant multiples of its current valuation given its engaged user base and network effects.
At post $164.50·Now $144.25-12.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d-7.8%
1w-6.8%
1m-3.0%
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Short RDDT $150P exp Jan 15
Short RDDT $140P exp Sep 18
RDDT Gains so far - Inclusion into SP500
Author is bullish on Reddit's inclusion into the S&P 500 and personally uses the platform. Selling cash-secured puts to collect premiums while positioning for potential assignment, betting on upside through premium collection and long-term conviction.
At post $178.09·Now $144.25-19.0% since postedas of Oct 23, 4:45 PM ET
1d—
3d-7.6%
1w-13.9%
1m-11.4%
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Reddit (RDDT) Yolo
Reddit is undervalued at under $40B market cap as the 9th most visited website globally. The company possesses both a strong authentic user platform and valuable AI training data to monetize, positioning it to crush earnings growth under current management.
At post $185.26·Now $144.25-22.1% since postedas of Oct 23, 4:45 PM ET
1d-2.2%
3d-2.2%
1w-8.9%
1m-3.9%
3m-19.8%
6m—
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Long RDDT $160C exp Dec 18 · 10 contracts
RDDT to $300
Author is bullish on RDDT, betting on significant upside to $300. Position taken in call options (160c 12/18) suggests confidence in a substantial move higher from current levels.
At post $199.44·Now $144.25-27.7% since postedas of Oct 23, 4:45 PM ET
1d-2.1%
3d-2.1%
1w+1.9%
1m-24.4%
3m-24.6%
6m—
1y—
“Holding til 300/share”
RDDT YOLO
Author is holding Reddit shares with a bullish conviction, targeting $300 per share as an exit price.
At post $197.76·Now $144.25-27.1% since postedas of Oct 23, 4:45 PM ET
1d-1.6%
3d-1.6%
1w-1.2%
1m-28.9%
3m-26.5%
6m—
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Long RDDT $300C exp Jun 16
$RDDT Leaps - The most misunderstood stock on Wall Street and the only stock I believe is still mis-priced.
Reddit is a misunderstood growth story driven by international expansion (23 languages), exceptional FCF growth (325%+ YoY), and ARPU expansion potential, especially in rest-of-world markets. The company's data licensing opportunity and LLM-resistant moat—keeping proprietary data off-platform—offer additional upside not captured in DCF valuations.
At post $174.39·Now $144.25-17.3% since postedas of Oct 23, 4:45 PM ET
1d-0.5%
3d+11.6%
1w+15.2%
1m+2.1%
3m-14.1%
6m—
1y—
Long RDDT $380C exp Jun 16
$RDDT Leaps - The most misunderstood stock on Wall Street and the only stock I believe is still mis-priced.
Reddit is a misunderstood growth story driven by international expansion (23 languages), exceptional FCF growth (325%+ YoY), and ARPU expansion potential, especially in rest-of-world markets. The company's data licensing opportunity and LLM-resistant moat—keeping proprietary data off-platform—offer additional upside not captured in DCF valuations.
At post $174.39·Now $144.25-17.3% since postedas of Oct 23, 4:45 PM ET
1d-0.5%
3d+11.6%
1w+15.2%
1m+2.1%
3m-14.1%
6m—
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Long RDDT $200C exp Jun 16 · 10 contracts
I (30M) went all in in Reddit Stock
Reddit call options (OTM) are positioned for explosive upside as the stock matures its ad monetization and realizes data deal value. The $200 and beyond strikes reflect conviction in a multi-year bull thesis driven by ARPU expansion and advertiser adoption.
At post $174.39·Now $144.25-17.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d+13.4%
1w+11.6%
1m+2.3%
3m-14.1%
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Long 1,278 shares of RDDT
I (30M) went all in in Reddit Stock
Reddit is undervalued relative to growth (70% revenue, triple-digit EPS growth) with PEG under 0.3, signaling cheap valuation. The platform is transitioning to a tier-1 ad player through niche community targeting and high-intent advertising, while data licensing deals set for 2027 renewal will multiply revenue. Author expects 3x upside to $500 by year-end given monetization acceleration and minimal recession risk.
At post $174.39·Now $144.25-17.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d+13.4%
1w+11.6%
1m+2.3%
3m-14.1%
6m—
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Current port-16K in RDDT Leaps
Author is holding RDDT leap call options with 700+ days to expiration at a $130 strike, betting on long-term upside with an acknowledged speculative/intuitive thesis.
At post $158.02·Now $144.25-8.7% since postedas of Oct 23, 4:45 PM ET
1d+5.6%
3d+5.6%
1w+23.2%
1m+6.8%
3m-3.8%
6m—
1y—