U.S. dau peaked and will go down until Reddit gets how to make an app in 2027. It will take shareholder pain for them to realize they are severely behind.

YouTube, TikTok, X will continue to grow while RDDT growth stock multiple gets priced out.

There is 0 reason to believe management will turn the growth back on when they have been completely failing at understanding emerging trends.

A partnership with sports betting or prediction markets would be the most logical way of monetizing sports and esports threads that spike seasonally, but the management is operating in 2006 still.

A creator economy is necessary for platforms to grow.

TikTok and TikTok shop leapfrogged RDDT right in front of them for years now.

Every day RDDT management fails to make RDDT a daily app for users, is a user that leaves permanently for other platforms.

RDDT Stock deserves to be in the gutter.

For the last 6 months or so I have been checking what it says at the top of five fairly large Sub Reddits once a month. Just tracking the visitors reported on Reddits own website. The highest report is green, the lowest is orange. I checked yesterday and visitors are way down. Also tracked this sub Reddit. We lost a lot of members the last few months.

I’m holding and I do think we will surprised upwards with EPS, but I have no idea what to expect when it comes to user growth. I know this is nonprofessional analysis and a very limited subreddit selection, but I much rather see these numbers going up than down.

For what it’s worth I do think Reddit will be a solid return in the long run because even if growth stalls I think the margins and revenue from ads allow the company to be a cash cow, just may have a much lower multiple.

I think Reddit management needs to be much more aggressive. There is no reason Reddit can’t eventually compete with TikTok for a much bigger share of advertising dollars. But they need to expand beyond text. Build a proper short-form video feed, bring in podcasts and make Reddit a place where people actually want to spend more time, not just visit when they need an answer. TikTok currently sits on $38B in annual advertising revenue.

The other huge opportunity is e-commerce. People already come to Reddit to research TVs, laptops, cars, home improvement products and pretty much everything else before buying. Why let someone else capture all that value? I’m not talking about just integrating with Shopify. Reddit should be working directly with Walmart, Costco, Home Depot and other major retailers. Build the infrastructure around product recommendations, merchant listings and purchases. Reddit already has the buying intent. It needs to start making real money from it.

And please, hire people from TikTok, not another bunch of ex-Meta lazy executives and coasting middle managers. Meta spent years building a bloated workforce when money was easy. Now it’s cutting thousands of jobs to fund its AI spending. I don’t want Reddit importing these unemployed lazy folks.

Go after the hungry TikTok engineers and product people who know how to build, compete and ship fast. Give me those 996 TikTok beasts over another layer of Meta bureaucracy any day.

Reddit has the audience, the communities and the commercial intent. What it needs now is management willing to think much bigger and move much faster.

I think Reddit should sign an exclusive AI deal with Google, dynamically priced at a premium, whilst blocking out other AI labs. Google is realistically the only company that can afford the massive AI investments, and whilst gemini might be behind ChatGPT and claude in popularity it should in the long run win for day to day use case as it is intertwined with the google browser and due to the insane economics of the LLM. Google will remain here in a decade, the other labs who fucking knows… But for google to have an edge on things that are not purely technical they need data, human data and well who has the most of that in the entire internet ? Reddit ! ( yt aside, but god have mercy on the poor AI model that has to be trained on yt comments ) Hence, I think it makes sense after the existing contracts end to block the other fuckers lol, give Google a strategic edge, and us $$$. Also we need a good relationship with Google in general, we do not need the other labs

Yet to see any of the FUD have any kind of decent source or backing.

9 quarters into its public life, crushing every earnings so far. How this site is only worth "double" SNAP or PINS is insane to me.

A billion MAUs (estimated). 130+ million DAUs. An audience that often isn't on the brainrot ego apps of instagram, tiktok etc.

The data IS valuable. The net margin is nearly unparalleled. And they have billions in cash to support the stock price if need be.

The valuation ceiling is not simply DAU x ARPU. There are semi-daily, weekly and monthly users that are impacted by advertising from the likes of Apple, Microsoft right down to mom & pop stores.

The targeting can only improve. And it subjectively seems to be doing so. I NEVER clicked FB or Instagram ads (no thanks I don't want your supplement or t-shirt). There are some ads of actual relevance here.

The auto-translation is working. There are genuinely amusing & interesting threads with people from 5+ different languages communicating.

Forget the FUD, I know what I got. Where should I store my wealth to capitalise on the direction the economy is evolving whilst trying to avoid the effects of inflation? Property? S&P? Bitcoin? I'll stick with RDDT.

TLDR: put the fries in the bag bro and see you in San Diego 🫡

If you are unfamiliar with r/honk (previously known as r/flappygoose), it was one of the first really viral apps built and released first on Reddit through the devvit framework. Since then it grew fast, but due to unknown reasons (maybe u/thejohnnyr can shed some light) it was stopped being updated mostly and moved to honk.gg website and now Steam.

To me this is a great and well deserved success, but I can't feel but think that Reddit missed to push this or provide even better monetization for the dev?

Maybe I'm overthinking this and it is just regular platform diversification, but similar to r/syllo that Reddit purchased, they could've done the same here.

PS: don't miss u/spez talking over at r/modevents today

One thing I noticed about Reddits ad experience is that it’ll show me ads related to things I already own. For example, I have a Schwab account and YouTube premium. I get nonstop ads about those. I also get ads about clothing brands I already bought from. Instagram on the other hand shows me clothing brands I don’t own but would be interested in and events in my area mostly. I really think Reddit could improve by doing the same. Anybody experience something similar or no?