u/Professional-Hotel95 ·
Reddit — r/SecurityAnalysis
· August 08, 2026 at 18:49
· ⬆ 11 pts
| View on Reddit ↗
AI Summary
Summary
The post teases a detailed Substack analysis of Reddit’s advertising business, specifically assessing RDDT’s ad engine after a 20% post-earnings drop.
Author highlights conflicting sentiment: retail is bullish on the pullback, while short interest remains elevated and the stock has not recovered to pre-SaaS-selloff levels.
Quality: appears well-researched fundamental DD if the linked analysis is thorough, but the Reddit post itself provides no explicit conclusion or directional thesis—more of a pointer to deeper work.
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This is a very, very granular analysis on Reddit's advertising business that I wrote up on. RDDT is currently blowing up on X, and the sentiment seems quite interesting. Retail is very bullish, assuming that the 20% drop on earnings was overblown, and that stagnant DAU growth isn't as big of a problem as it seems. On the other hand, sentiment remains dismal with short interest at low-teens, and the stock not having reached the price it was at pre-SaaS selloff.
There is a lot of noise, but I do my best to go over what really matters:
[https://madishahn.substack.com/p/assessing-reddits-advertising-engine?r=4uue1w&utm\_campaign=post&utm\_medium=web](https://madishahn.substack.com/p/assessing-reddits-advertising-engine?r=4uue1w&utm_campaign=post&utm_medium=web)