Calls
1
u/Secret_Swordfish4121
Reddit r/ValueInvesting
Win Rate
100.0%
return
+9.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 02
$140.67
+9.9%
Q2 revenue +61% YoY, EPS $1.25, operating margin expanded to 28.8%; the 21% selloff came from Q3 guidance deceleration, not from a broken quarter. The market is pricing in a sharp growth cliff, but ad pricing power (+40% YoY) and international user growth (+28%) still support a reasonable deceleration, creating a potential mispricing after the drop. Author is interested in opening a small position because the core ads business remains profitable and high-margin, while the market's reaction appears overdone relative to actual Q2 results. US logged-in users are nearly flat and this metric stops being reported; AI licensing backlog shrank to ~$92M; advertisers may push back on continued price increases; Google algorithm changes are now a cost headwind, not a growth driver.
Q2 revenue +61% YoY, EPS $1.25, operating margin expanded to 28.8%; the 21% selloff came from Q3 guidance deceleration, not from a broken quarter. The market is pricing in a sharp growth cliff, but ad pricing power (+40% YoY) and international user growth (+28%) still support a reasonable deceleration, creating a potential mispricing after the drop. Author is interested in opening a small position because the core ads business remains profitable and high-margin, while the market's reaction appears overdone relative to actual Q2 results. US logged-in users are nearly flat and this metric stops being reported; AI licensing backlog shrank to ~$92M; advertisers may push back on continued price increases; Google algorithm changes are now a cost headwind, not a growth driver.
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u/Secret_Swordfish4121 has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: RDDT.
