amit
2026.07.06 16:35

$Reddit(RDDT.US) it was coiling up, back to $200 👌

30% CAGR on EPS until 2030 did not deserve the multiple it was trading at, neither did 70% revenue growth

this stock was trading in the $250s for a decent period of time, it's made a pretty large move since the $140s but does not feel like hype, feels like the market is back to rewarding some of the growth from SaaS and ad-tech companies

$Zeta Global(ZETA.US) and $Meta Platforms(META.US) in the ad space also up nicely

Source: amit

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