darkpoolvault

$RDDT reported stellar results last night — as expected. Shares are up ~11% from my pre-earnings post. I’ll continue holding as the numbers and commentary strongly validate the thesis. Do not confuse $RDDT with broader software names — this is a very different business. Standout comments from CEO Steve Huffman: Reddit’s authentic conversations/data are strategically critical for AI companies — "like oil for the modern internet and foundational for AI training." Deals with $OPENAI and $GOOGL have multi-year terms, with key renewals ahead in ~2027. The numbers: Revenue: $663M vs. ~$610M consensus (+69% YoY) EPS: $1.01 vs. ~$0.56–$0.62 consensus Net Income: $204M, well beyond implied ~$118M–$130M) — major profitability step-up My favorite: Ad Revenue $625M (+74% YoY) User Growth: DAUq +17% YoY to 126.8M Guidance: Q2 2026 revenue $715M–$725M

@qcapital2020 Phenomenal report. Alerted this today

$RDDT spent $1 Million this quarter on CAPEX, yes ONE fucking million dollars lol and still grew Revenues +69% and earnings 31% YoY while maintaining a 91.5% gross margin, 7th consecutive quarter of 60% sales growth Absolutely bonkers

@lehranbrothers Appreciate you bruv

@darkpoolvault nice trade

I like $RDDT going into earnings, around $149. Technically the stock is in a good spot. The setup is interesting. Valuation: 25x Forward PE with a 0.6PEG. Revenue grew 69% in 2025 to $2.2B. Q1 guidance was 52-54% growth. AI angle is real: Reddit isn't just a social media company — it's quietly becoming a data licensing powerhouse. Its corpus of human conversation is irreplaceable for training LLMs. Partnerships with major AI companies are already generating revenue, and that stream is just beginning. Beat streak: Reddit has beaten estimates in all 4 of the last 4 quarters — including last quarter's monster $1.24 EPS vs. $0.94 expected. I am expecting $META type of numbers without capex overhang.

@bullsofwealth Check out $RDW for space/orbital compute

Does anyone know about the space/AI industry and these two names? $RBC $LIN Apparently they are well positioned to scale in the coming years given the advancements of drone/space/AI technology.

Some software will be killed. The risk/reward is far more attractive for physical/hardware companies vs software. Even for those not killed, software will trade with a “disruption” discount until more is known. The opposite is happening in the physical layer, more spend = more rev.

If AI isn’t killing Atlassian & Twilio. AI isn’t killing software.

@SelfMadeMastery $RDDT and $LUMN today. Check out my page for DD

Okay, I added to both $META and $MSFT today. Did you buy anything today?

@CNBC $MSFT will be fine long term. The takeaway from hyperscaler earnings is the spend! Follow the money

Jim Cramer is far from impressed with Microsoft earnings. Here's why cnbc.com/2026/04/30/jim…

@CNBC The beneficiaries of capex spend are higher today

Alphabet pops, Meta tanks as each company raises capex spend cnbc.com/2026/04/30/alp…

@zerohedge $LUMN will be $AMZN AWS beneficiary

*AMAZON SHARES RISE 4.1% TO HIT RECORD HIGH

@CNBC $LUMN will be a big beneficiary of $AMZN buildout!

Amazon posted a blowout quarter. Why the Street says this is only the start of the stock's strong run cnbc.com/2026/04/30/ama…

@StockSavvyShay All that growth at a 25 forward PE!!

Buying $AMZN at ~$270 (~$2.9T market cap) implies you are getting: • $20B custom chip business (worth ~$200B) • $150B ads business growing 23% (worth ~$750B) • $416B e-commerce business growing 12% (worth ~$1T) • $129B AWS business growing 28% with 38% operating margins (worth ~$2T) Add it up and Amazon looks closer to a ~$4T business which would imply ~$365-$370 per share.

@jimcramer Biggest takeaway is spend!!! Everyone knows these companies will be great long term. Follow where their money is going.

Pecking order: tied for first: Google and Amazon, third Microsoft and fourth Meta

@Mr_Derivatives Mag7 names are for buying and holding. Look at physical/hardware AI infrastructure names that are benefitting from the massive spend.

$META -10% in pre. Needs to hold $600!

@DudeWhoInvests It will be ok long term. Short term the names receiving the cap-ex like physical/hardware AI providers are the beneficiaries.

WOOWWWWW META $META FALLING MORE PRE-MARKET Down over 9% on that earnings report is INSANE. 😂

@InvestFreedom05 No. Too much exposure to software, while there are opportunities in software it’s too early to tell. Focus on physical/hardware layer that benefits from disruption.

Real talk now.... Should I just throw my entire portfolio into $VGT and capture the insane growth from the top information technology companies? It's quite tempting to say the least. 🤔

@unusual_whales The physical layer of AI is booming yet still in the early innings! Check my page for the next trade

A mild morning.

$LUMN — The hidden pipes powering the AI economy. Another big opportunity in the physical layer of AI is the fiber moving the data. $LUMN is a name you can buy today around 8.70 that has the potential to generate a 50%+ return over the next 6-12 months. $AMZN AWS — First mover: Lumen was named the FIRST network provider to collaborate with AWS on AWS Interconnect – last mile. Enterprises can now establish private, high-speed connections to AWS in minutes vs. weeks — across Lumen's 340,000+ route miles of metro and last-mile fiber. $Anthropic — Selected to expand their fiber network across all of North America. Purpose-built high-capacity infrastructure to power AI research and model training. Part of Lumen's nearly $13B in total Private Connectivity Fabric (PCF) contracts. $ORCL Oracle — OCI (cloud infrastructure) guided +84% YoY growth last quarter, well above estimates. Lumen is a named Oracle FastConnect partner — the private network on-ramp enterprises use to connect directly to OCI. As Oracle's AI cloud scales, Lumen's pipes carry the traffic. The scorecard: → $13B in PCF contracts (Microsoft, Meta, Google Cloud, Anthropic + more) → 47M fiber miles by 2028 | 58M by 2031 → $4.8B debt eliminated via AT&T deal → NaaS customers +29% YoY Why this matters now: Earnings drop May 5. With hyperscaler demand accelerating and PCF backlog building, this could be the quarter that forces the street to re-rate the story.

Did you know $NVDA CEO Jensen Huang said $CAT could be one of the largest robotics companies in the world? Most think mega cap AI lives in the Mag 7, $CAT is quietly transitioning from industrial giant to foundational robotics/power player — and the numbers prove it. Caterpillar $CAT Q1 2026 Earnings Highlights: • Sales & Revenues: $17.4B → +22% YoY (from $14.2B) Driven by higher volume (+$2.3B) + favorable pricing (+$426M) • EPS: $5.47 (GAAP, +30% YoY from $4.20); adj. EPS $5.54 (from $4.25). Strong beat. • Operating Profit: $3.085B (+20% YoY). Adj. op. margin: 18.0% (solid despite tariff/manufacturing drags). • Segment Standouts:  • Construction Industries: Sales +38% to $7.16B; profit +50%.  • Power & Energy: Sales +22% to $7.03B; profit +13%. • Record Backlog: $63B (+79% YoY, +$11.5B QoQ) — massive visibility ahead. $5.7B returned to shareholders ($5B buybacks + dividends). If you don’t have exposure to $CAT yet, I’d wait for a potential pullback toward the $740 area before adding. $CAT needs to be the bedrock of your robotics exposure.

@QC_Capitals $SYNA, $CCJ, $TEL

MUST OWN STOCKS FOR 2026: $NVDA $META $AMZN $GOOGL $AMD Am I missing something?