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Kanal postlari

Got liquidated but thankfully just under 25 so will never do this ever again https://ift.tt/bTsCyiG Submitted July 2, 2026 at 08:29PM by Puzzled_Butterfly814 via reddit https://ift.tt/ruOEJyR

2	First time I’ve ever seen my ALL TIME move UP https://ift.tt/uchEZvG Submitted July 2, 2026 at 08:49PM by TimeOnTargetKilo via reddit https://ift.tt/Ihwa7me	24
3	Are ya steamin https://ift.tt/QdLhyR7 Submitted July 2, 2026 at 08:55PM by two_beers_left via reddit https://ift.tt/SF3IUbR	20
4	Found options before investing https://ift.tt/5lhtUer Submitted July 2, 2026 at 08:55PM by TherealTfue via reddit https://ift.tt/mLC4rS3	18
5	It’s fucking over https://ift.tt/tI7CF6Q Submitted July 2, 2026 at 09:00PM by holdingupcardboard via reddit https://ift.tt/HA5cDpC	17
6	WEN bagholders this morning as it hit $9.40 https://ift.tt/cLkVO6Y Submitted July 2, 2026 at 09:01PM by fiv66bV2 via reddit https://ift.tt/mqLdbwp	11
7	What AI-related stocks are you buying that aren't already obvious? Hi,I'm looking to add more AI exposure to my portfolio. I'm interested in companies that could benefit directly or indirectly from AI over the next 5–10 years; whether that's semiconductors, memory, networking, power infrastructure, cooling, data centers, robotics, software, or "picks and shovels" businesses that most people aren't talking about yet.I'm looking for companies that are still relatively under the radar or potentially undervalued; not just the current AI hype stocks.I feel like I missed the boat on how Sandisk benefited from the surge in AI-driven storage demand before it became widely recognized. I'm hoping there are other companies in a similar position today that could see significant long-term growth.What AI-related stocks are you accumulating for the long term, and why?Ty. Submitted July 2, 2026 at 09:12PM by olimits7 via reddit https://ift.tt/3jAKo7N	13
8	Weekly earnings thread 7/6 - 7/10 https://ift.tt/chnV10X Submitted July 2, 2026 at 07:34PM by OSRSkarma via reddit https://ift.tt/ywOv3ib	24
9	Netflix LEAPs https://ift.tt/oNwQ3KX Submitted July 2, 2026 at 07:45PM by corporalboobs via reddit https://ift.tt/p1CPgXA	22
10	Are reverse splits really always a death sentence? I’ve noticed that every time a company announces a reverse split, people immediately act like it’s over. I get why. A lot of reverse splits happen because companies are struggling. But is a reverse split itself actually the problem, or is it just a symptom? There have to be some companies that used a reverse split, fixed their business, and ended up doing well afterward. I’m not talking about the usual dilution disasters—I’m talking about real turnaround stories. Curious to hear what examples you guys remember. Which reverse split stocks actually proved everyone wrong? Submitted July 2, 2026 at 08:18PM by sahandakiyumurta via reddit https://ift.tt/FKtofes	11
11	Am I regarded? https://ift.tt/sr4yghW Submitted July 2, 2026 at 08:23PM by safeguard2345 via reddit https://ift.tt/t6ynJ1S	11
12	WEN you throw a few more square patties on…🍔 https://ift.tt/4swYzJo Submitted July 2, 2026 at 08:27PM by Lancerevo012 via reddit https://ift.tt/5oeK8rV	13
13	NBIS Puts +38k 😋 https://ift.tt/IhGESKm Submitted July 2, 2026 at 06:43PM by HailX3 via reddit https://ift.tt/nLcV6Hf	27
14	$HOOD gain 1500 percent https://ift.tt/JjiHThK Submitted July 2, 2026 at 06:52PM by PumpkinWest7430 via reddit https://ift.tt/fkaN6wb	27
15	$24k VCX YOLO https://ift.tt/Sczdm1M Submitted July 2, 2026 at 07:05PM by boring80085 via reddit https://ift.tt/PSH9wW0	19
16	The Bull Case for a $300B Reddit (RDDT): Why Closing the ARPU Gap and the AI Moat Make an 8x Return Possible… by 2030 Hey everyone,Sitting here looking at Reddit’s current market cap (hovering around $37B–$38B at ~$196/share), and after that massive Q1 earnings report (revenue up 69% YoY), I started running some math on what it actually takes for RDDT to scale into a mega-cap tech giant. (Leveraging AI to pull some data)Going from $38B to $300B sounds crazy—it’s roughly an 8x from here. For context, Meta is north of $1.2T, while Snap and Pinterest are sitting in the $20B–$40B dugout. But if you look under the hood, Reddit doesn't need to beat Facebook to become a $300B company; it just needs to actually monetize what it already has.Here is the structural bull case for how RDDT gets there:The Insane ARPU Gap (Our biggest flaw is the biggest upside)Right now, Reddit’s Average Revenue Per User (ARPU) is criminally low—hovering around $5.23 globally. For comparison, Meta pulls in $45–$50 globally (and well over $200 in the US/Canada). We user-sort ourselves into hyper-specific, high-intent communities (think r/PersonalFinanceCanada, r/HomeImprovement, r/ElectricVehicles). Advertisers don't need invasive tracking cookies to find out what we want; we are literally shouting it out in the subreddits we join. If Reddit closes even half the ARPU gap with Meta through better ad tech, the core business scales to a $15B+ annual run rate easily.The AI Data-Licensing MoatUnlike platforms dominated by 10-second video loops or private DMs, Reddit is a 20-year, structured, text-heavy archive of real human conversation. It turns out, this is the exact premium fuel Large Language Models need. With Google and OpenAI already paying for data licensing, analysts are projecting this could scale to $550M+ annually. Because data licensing has virtually zero incremental delivery cost, these revenues operate at 90%+ gross margins. This means Reddit gets valued like a SaaS enterprise software company, not just a social media app.Turning into a High-Intent Search EngineWe all know the meme: Google search is so broken by SEO spam that everyone just appends "Reddit" to their queries to find real human answers.Reddit is actively building out its own native on-platform search and intent-matching. If they successfully intercept that traffic on the app, they transition from cheap "feed ads" to high-converting search intent ads (similar to Google or Amazon sponsored products), which command massive Cost Per Click (CPC) premiums.Wild Operating LeverageReddit’s corporate structure is built to scale revenue way faster than expenses. Their content is completely user-generated and community-moderated. Last quarter, they showed ~70% YoY revenue growth with a ~40% Adjusted EBITDA margin. Once fixed overhead is covered, almost every single new dollar of revenue flows straight to the bottom line.The Math to $300BTo command a $300B valuation at a mature tech multiple of 25x–30x Free Cash Flow (FCF), Reddit needs to net about $10B to $12B in annual free cash flow.If they hit $15B in total revenue by the early 2030s—driven by a normalized $15–$20 global ARPU, scaled AI licensing data fees, and a real search ad product—the path to $300B is mathematically totally viable.Obviously, the risks are real (user backlash to monetization, keeping mods happy, execution risk on their ad tech), but from a pure business architecture standpoint, the runway is massive.What do you guys think? Is the market still underestimating the data moat, or is an 8x from here pure hopium? Submitted July 2, 2026 at 07:05PM by randomuser00135 via reddit https://ift.tt/YIpjd2w	21
17	Nasdaq Correction is almost done https://ift.tt/OQC2vy7 Submitted July 2, 2026 at 07:15PM by SnooHedgehogs5162 via reddit https://ift.tt/87VoPwh	17
18	RKLB 2900->29k https://ift.tt/tlDiOuJ Submitted July 2, 2026 at 05:34PM by Any_Influence_8305 via reddit https://ift.tt/tlIbfe7	42
19	Golden position in ONDS https://ift.tt/njVM72A Submitted July 2, 2026 at 06:16PM by Bromine_Bro35 via reddit https://ift.tt/61YjCsi	42
20	June jobs report: US payrolls rose by 57,000 in June, missing expectations https://ift.tt/pV7CN9O Submitted July 2, 2026 at 03:45PM by LarryBlink via reddit https://ift.tt/NotBLSJ	55

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