u/Professional-Hotel95 ·
Reddit — r/ValueInvesting
· August 08, 2026 at 23:00
· ⬆ 23 pts
· 💬 14 comments
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AI Summary
Summary
Post intro to a deep dive on Reddit’s advertising business and RDDT’s post-earnings drop.
Author highlights conflicting sentiment: retail bullish on the 20% drop being overblown, while short interest and price action remain weak.
Quality assessment: Mostly commentary/teaser rather than standalone DD; lacks specific data and a clear actionable thesis in the posted text.
Score23
Comments14
Upvote %93%
▶ Full Post Text
Hello. 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.