u/Illustrious_Plum4175

RDDT has ~60% revenue growth and no debt, with an engaged user base. If the market still applies a “hated growth” discount, the operating momentum offers a contrarian upside. Long RDDT as a high-growth, clean-balance-sheet compounder if sentiment remains skeptical. User growth saturates, ad monetization slows, or valuation remains too rich for value investors.

UBER is growing revenue and users 15-20% with large FCF growth, but faces driverless-car disruption fears. The bear thesis centers on autonomous vehicles taking share, but the comment implies the risk may be overblown, similar to TikTok/Reels fears. UBER is a potential contrarian long if the market is over-discounting the AV threat versus current growth and cash generation. Autonomous vehicles (e.g., Waymo/Tesla) could structurally disrupt ride-hailing economics; competition and regulatory risk remain.