Andy | CPA | Former big 4 auditor & current analyst. Making my money work harder than I do. š
Wherever money can be made.
- Tweets 2,509
- Following 1,734
- Followers 914
- Likes 1,751
Pinned Tweet
Reddit grew revenue 61% and EPS 173% YoY in its most recent earnings.
And the stock sold off 20% in one day.
The market has been wrong before, and I think this will be another one of those cases.
Here is my $RDDT thesisš§µ:
1
2
695
Yes, a 25bps rate hike will destroy a company with mostly contracted cash flows.
Keep giving us cheaper prices.
$BN
2
4
355
From 1986 to 2010, Stanley Druckenmiller compounded returns at 30% annually.
He never had a losing year. š
Here are 8 of his best investing lessons:
175
1) When youāre right, donāt be afraid to bet big.
āIf thereās one thing Iāve learned from him [George Soros], itās that when youāre right, and you know something, you really feel it, you canāt have enough.ā
I think this is one of the more interesting parts of Druckenmillerās
1
107
I know these are two very different businesses.
But one is worth $242B and the other just $30B.
Meanwhile, the $30B company is growing much faster with higher margins.
Nothing to see here, surely the market has this priced correctly... right?
If you strip out stock based comp, $CRWD generated $770M in cash flow over the L12M.
They are valued at $242B.
What could go wrong?
118
Considering the size of their network, it would not surprise me if $META Muse is the agent with the most users this time next year.
Muse is already getting more daily US downloads than Threads, WhatsApp and Facebook, and it's only 3,000 behind Instagram
Biggest consumer AI launch since ChatGPT. A new tier 1 consumer app is born
146
If you strip out stock based comp, $CRWD generated $770M in cash flow over the L12M.
They are valued at $242B.
What could go wrong?
1
89
$UBER CEO Dara Khosrowshahi just bought about $10M of stock at an average price of $70.96.
It is his first open market purchase since May 2022 which makes the size and timing of the buy stand out.
118
lol this is exactly what happened with $GOOG in 2025.
Analysts discredited their AI opportunity and how well it could complement the existing business until it was right in front of them.
Now itās happening with $META.
š¼Meta Platforms $META upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Doug Anmuth upgraded Meta Platforms to Overweight from Neutral with a price target of $820, up from $640.
The shares offer "meaningful upside potential" as Meta is in the early stages of releasing frontier models and AI-driven products beyond advertising, notably Muse AI agent and Meta Model API access, the analyst tells investors in a research note.
The firm says frontier models are at the core of Meta's product and monetization pipeline and its path toward superintelligence.
JPMorgan expects Watermelon to unlock additional opportunities for Meta around consumer products, business intelligence and advertising. The firm cites Meta's new AI product monetization for the upgrade.
1
164
10 industry leaders trading at their lowest forward P/E ever:
1. $UBER - Uber Technologies
Leader in mobility and delivery
43
We are now 9 months into 2026, and this is what $META has accomplished so far:
ā¢ Launched the entire Muse AI ecosystem (Spark, Image, Meta AI and Muse personal agent)
ā¢ Launched Meta Business Agents
ā¢ Launched its new $299 Meta Glasses line
53