Сигналы
2
u/mattyp93
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-4.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
10 авг
$352.04
-2.8%
Author explicitly prefers buying GOOG over TTD for advertising. GOOG has superior scale, data, and distribution advantages. GOOG is the stronger advertising business to own. Regulatory pressure and AI search competition could hurt GOOG.
Author explicitly prefers buying GOOG over TTD for advertising. GOOG has superior scale, data, and distribution advantages. GOOG is the stronger advertising business to own. Regulatory pressure and AI search competition could hurt GOOG.
Гиперскейлеры
Лонг
10 авг
$162.15
-5.3%
Author explicitly prefers RDDT over TTD for advertising. Reddit’s unique communities offer growing ad inventory. RDDT is a preferred alternative ad business. Ad concentration and platform execution risks remain.
Author explicitly prefers RDDT over TTD for advertising. Reddit’s unique communities offer growing ad inventory. RDDT is a preferred alternative ad business. Ad concentration and platform execution risks remain.
Интернет-платформы
Показано 2 из 2 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/mattyp93 на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026. Чаще всего покрывает: GOOGL, RDDT.
