RDDT - Reddit

Host views the potential renewed Google licensing deal and Reddit's organic growth (100M+ MAU, billions of posts) as a 'green light saying yes, you're allowed to buy Reddit,' removing the black swan risk of Google cutting off search traffic.

Momentum play to the upside. If Reddit bounces above $157, look for a continuation higher; it had a strong early move with clear overhead resistance to watch.

Host lists Reddit as one of his preferred advertising stocks because it owns the end user and benefits from AI. He's interested in the big names for the most part.

Brad wants to 'own the user' and is focused on platforms like Reddit, Google, and Amazon, valuing the sticky user relationships and future monetization.

Reddit is down but just joined the S&P 500, a massive long-term catalyst; the host likes it alongside ad tech names.

Host really likes Reddit, has it in portfolio, continues to hold, citing quick growth.

Host is a long-term holder but not buying now; growth is exciting but valuation is rich. Recent user slowdown is not yet concerning given ~60-70% financial growth.

Host says Reddit will moon once the Google data licensing situation gets figured out.

Strong Q2 earnings with 61% revenue growth, improving margins, diversified ad revenue, ARPU growth, Max campaign success, and historically sandbagged guidance. The 22% sell-off is overdone and the valuation is attractive at ~17x forward P/FCF, making it a compelling long-term buy.

Host says Reddit's quarter looked amazing despite a 22% drop and that sellers should reconsider; expects the stock to recover.