Funny that since this post $RDDT did actually get added to the index and is down roughly 17% because … who knows really. Seems more so like an AI opportunity cost trade to me than anything else. Trades at roughly 18x 2027 EPS ($4.5B revenue @ 33.5% margin = $1.5075B … $28.75B market cap / $1.5075B = 18.4x 2027 EPS … remove the $2.7B of cash and that’s 17x 2027 EPS). Depends which side of the coin you take. Some people believe that non-AI stocks will stay permanently depressed and feel safer chasing semis/infra related build out names. I personally just like to own all the high quality names, regardless of the sector. As long as there’s margin of safety, I’m in. But if you told me that $RDDT getting added to the $SPY would be bearish, I’d never have believed you. Crazy times. Market has been out of whack.

Life comes at you fast. Thank God I’m ok. This weekend I had to get rushed to the ER because I thought I was having a heart attack. This is going to be a crazy post so brace yourself. And it’s 100% authentic and screw who ever says otherwise because this is the most authentic thing I’ve ever written. $RDDT helped me diagnose an issue I have that AI and Doctors couldn’t pinpoint. Yes, you read that right. Fucking Reddit did. Specifically, r/costochondritis did. It’s a subreddit filled with 200k+ people suffering from the exact same thing I have. Yesterday I was experiencing intense chest pains out nowhere. I’m a 25 Y/O Male who’s physically active. Non-smoker, don’t drink much and occasional nicotine pouch enjoyer. Nothing out of the ordinary. AI was virtually useless. It told me on several occasional I’m suffering from heart failure or outright said I’m fabricating my condition. The doctors said all tests were fine and that the pain I’m experiencing is all in my head (anxiety). I knew this was a load of crap. What I felt was real. It was neither. It’s something called costochondritis. Essentially it is a condition where your rib ligaments are inflamed and press up against your sternum, and it can feel like an intense stabbing pain when you take a deep breath. It’s very similar to a heart attack and quite frankly scared the fuck out of me. And I found this out on Reddit search. I read hundreds of comments from years prior talking about people experiencing the exact same symptoms I had. How to deal with it, how they managed it. How doctors said they too were fabricating it. So now this begs the question. Why is $RDDT being treated like such a garbage company? Their data is truly unique and invaluable. Technology can be wrong at times like AI was as well as trained medical professionals who told me it was anxiety. I had to sit down with the doctor and show him these Reddit threads. Then, and only then did he consider that this condition is what I likely suffer from. He referred me to a specialist and off I am on my journey to fix this. I can already predict that I’ll be getting a barrage of comments saying “this guys lying” in an attempt to push sentiment on $RDDT higher. That’s fine. I am even exposing my real first name, which is Matthew. I’m happy to show my drivers license to prove that this is not a fake image and this was actually a photo of the hospital wristband I received. Anyways, the purpose of this post was not necessarily about my conditional, but more so that I found great use in Reddit when I was in a time of need. And I genuinely believe this proves how valuable human written data is in an AI world. I’ll be increasing my $RDDT position Monday. I’m very grateful that r/costochondritis exists and the thousands of people who suffered from it who decided to share their experiences. If anyone experiences the symptoms feel free to reach out to me or just simply check the costochondritis sub Reddit. It’s a shitty feeling, but you’re not alone.

Even with today’s $SPY $QQQ gap ups … breadth deteriorated to 41% now. Less and less stocks are contributing to this rally. There’s a real bear market outside of the AI trade. Something is going to give. You can’t have a concentrated rally for this long.