$RDDT
1 位大V提及 · 9 条相关推文
Serenity
中性
推文仅提及有人在Reddit的WSB板块发布AAOI百万美元持仓,并未对Reddit股票本身表达看多或看空观点。
相关推文时间线
Serenity
中性
2026-10-10 12:22
推文仅提及有人在Reddit的WSB板块发布AAOI百万美元持仓,并未对Reddit股票本身表达看多或看空观点。
Looks like one of you posted on $RDDT WSB… with a $1M $AAOI position.
I’m laughing at the comments, even more amusing when my name pops up
Might still be early if people think there’s “no moat” in lasers and that AOI makes no money. (wait and see Q2 2027) https://t.co/vG6Zl4LZHf
Serenity
中性
2026-08-22 20:40
作者转述Reddit认为MRVL近期有两大催化剂,未直接对Reddit给出看多或看空观点。
Apparently, $RDDT thinks $MRVL had two major catalysts recently:
The $12.2B Google TPU ecosystem agreement.
And…
Spider-Man: “Brand New Day” https://t.co/qmUvJqjcpo
Serenity
看多
2026-07-31 16:18
作者认为Reddit财报大超预期、营收利润增长强劲,下跌22.6%只是市场找借口,看好其基本面。
$RDDT ER in a nutshell:
Revenue: $804.9M vs. $730.4M (expected).
EPS: $1.25 vs. ~$0.95.
Net income: $252.8M vs. $196.5M
Q3 guidance:
Revenue: $860–870M vs. 829.1M
Adjusted EBITDA: $385-395M vs. $369M
Blowout financials, market always like to explain the drop 22.6% off some new BS narrative.
Las
Serenity
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2026-07-06 21:14
作者对Reddit重回200美元上方感到欣慰,认为其盈利能力强、基本面好,被低估后已修复。
Was a sad few months for $RDDT. But glad it's finally back above $200.
Reddit was doing:
- $663M revenue w/ 91.5% gross margins
- $204M GAAP net income
- 45%+ fwd Y/Y growth after 69%+ growth.
- Net profit is ~30.7% of revenue
Felt very weird to see a profitable company get dragged down after ear
Serenity
中性
2026-06-30 14:17
仅指代Reddit的机器学习板块作为信息来源,未对Reddit股票表达观点。
There was a pretty funny anecdotal complaint from the Machine Learning $RDDT subreddit.
On $CBRS + OpenAI:
- Needs 1-2K tokens/sec so tries to use Cerebras.
- Claims OpenAI reserved all capacity, making waitlist infinite for everyone else not a hyperscaler.
- Stated alternatives with Groq’s API
Serenity
中性
2026-06-25 05:46
仅作为meme股对比提及,非直接观点。
The $WEN meme traders made it to Global Media from Japan to US!
The burger fast food chain is now up ~50%, which is pretty impressive.
Feels bad to be sidelined and see my AI memory/optical portfolio perform worse than a $RDDT memestock tho.
Did anyone take positions? https://t.co/hM0RhWh21c
Serenity
中性
2026-06-24 04:07
仅提及Reddit用户发起拯救Wendy's的病毒式活动,作者无持仓也无观点。
I find it interesting that the degens on $RDDT are starting a viral campaign to save Wendy’s ( $WEN ).
The US fast food burger chain.
And the stock price is now up 20% overnight.
Just for background: Wendy’s is a popular community meme, where people work behind the dumpsters after their portfoli
Serenity
中性
2026-06-20 11:52
作者仅提及Reddit的WSB论坛,未评价$RDDT股票
I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $RDDT WSB forum.
They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions
Serenity
中性
2026-06-20 09:46
作者仅提及Reddit作为交流社区,未评价$RDDT股票
I’m just posting this since people seem really curious about X’s revenue sharing program.
Genuinely didn’t expect to get seen 100M+ times every 2 weeks!
Would keep doing the same thing tho, even if it were free and I just had a few friends from $RDDT to share ideas with. https://t.co/UikUTLarwV