No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
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From my understanding, the stock's down not because of Q4,25 earnings (which were great), but because of how changes with Google/YouTube might affect future growth for Reddit. e.g., AI citations / AI overviews increasingly prioritizing YouTube sources for answers. Reddit's answer to that is that people are specifically looking for Reddit when Googling, e.g. adding "reddit" after a search query.
WDYT about RDDT atm? Big dip.