This is the case rn with
$rddt at 140s.
I got low 6 figure transfer in process rn. All cash. Really considering going 100%
$RDDT in that account once transfer is complete.
Here's why 👇🔽⏬
$RDDT is the most obvious AI beneficiary on the market that's being ignored.
In fact, market is actually pricing in AI headwind 🤯 like actual LMFAO.
Don't even get me started on the growth and valuation multiples. It's ridiculous!!!
What's even more redonkydonk...and I HIGH-key think the market is regarded af for not connecting the dots...
***Is the distribution moat of
$rddt***
Not like
$meta Muse just proved it's real or anything.
Not like Perplexity offered
$snap a YUGE BAG to lock in proprietary access to their distribution. Yeah I'm sure the folks at Perplexity just LOVE lighting money on fire and are dummies that did no research 🙄
Not like the smartest people are realizing and explicitly saying out loud:
"Models cannot mathematically continue their growth trajectory, and will eventually asymptote and become commoditized."
In that world, what will set models apart?
Think about it for a second. Why is
$Meta and X keeping their data moat behind a walled garden?
Actions speak volumes.
Naturally, what do you think is the next important phase in the AI race?
Repeat after me (again smartest ppl are saying this, aka not me, I'm regarded):
**PROPRIETARY DATA** 👏
and
**DISTRIBUTION** 👏
Hmm I wonder who has these? 🤔🤔
That's also conveniently trading at DISGUSTINGLY CHEAP multiples because the consensus market view rn is:
"AI will disrupt them" ----> What a joke, efficient market hypothesis my ass
I see this story playing out the same way that it played out for
$GOOG when market was pricing in OAI disruption.
Except
$RDDT is <30b MC with the goods that leading AI companies WANT. Plus, I don't see the same level of existential doom that
$GOOG had faced when it comes to
$RDDT's ads growth rn.
AKA 🧨 upside, limited downside (bad news priced in)
These are the dream setups I look for 🌊🏄♂️
Like I can't put into words how massive the rerating will be, if the market puts it anywhere near the absurd multiples some of these companies are currently getting because "Muh AI tailwind"
*CoughNETcough*
I think the smart cookies at these leading AI Companies see what I see with respect to
$RDDT.
As someone that played a lot of strategy games and love them, I hate the term "game theory" because it's just like basic logic??? No?
That said, analyzing
$RDDT on the AI chessboard from a game theory prospective. It is a no brainer they are a clear AI beneficiary with the GOODS. That's currently priced the opposite.
If(when) the rerating eventually comes, I can see
$RDDT giga sending to over $300 with haste EASY.
You catch that move with short term calls 💦💦.
It's a WRAP. Financial Escape Velocity achieved.
Like imagine fading that upside, especially at these discounted trash bin prices (multiples) rn.
I will bet you behind the scenes in these AI companies, the success of Meta Muse is bringing a lot of attention to Reddit.
1 AI related news release, and this stock is EXPLODING 🚀🚀🌙
(Don't blame me if you buy calls and lose all ur money, like I said I'm regarded ROFLLL)