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$RDDT Q1 2026 13F summary: Smart money is still net buying ~$9b+ inflows over the last 12 months vs lower (~$4b) outflows.
Low retail float + founder control + AI data moat narrative remains intact.
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Highly Regarded Star
150 posts
Highly Regarded Star
@SpongeQuant
Regarded starfish on @X Sharing trade ideas (NFA) while building a tool to track trader win rates ex. CPA, M&A, PE
Katılım Ocak 2023
31 Takip Edilen49 Takipçiler
Just in time for market open…
How else would they want it right?
Investing.com@Investingcom
*THE US HAS ACCEPTED THE LIFTING OF IRAN'S OIL SANCTIONS IN ITS NEW TEXT: A SOURCE CLOSE TO THE NEGOTIATION TEAM TOLD TASNIM *UNLIKE ITS PREVIOUS TEXTS, THE US HAS ACCEPTED IN THE NEW TEXT TO WAVE IRAN'S OIL SANCTIONS DURING THE NEGOTIATION PERIOD: TASNIM 🇮🇷🇺🇸
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@Mr_Derivatives TIL $KRUS was a pubco. Frankly I was never a huge fan of Kura as there are many better sushi options in NYC, but I suppose people go there for the revolving novelty
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$KRUS
Trump always about me me me me sashimi.
One of the more odd names for Trump to invest in right?!
Serenity@aleabitoreddit
Donald Trump is apparently long Sushi. I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC). Among everything from $AVGO to $NVDA. If Trump did buy $5M worth, the president would own close to ~.8% of one of my favorite US Sushi Chains. Don't have any open positions... but I do love the idea of our President buying up Sushi restaurants.
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Highly Regarded Star retweetledi
Yes $SNAP’s DAU > $RDDT but the Street cares more about FCF and growth. RDDT delivered $311m FCF in Q1 with 69% rev growth and almost zero dilution. SNAP’s slower growth + persistent SBC/CEO comp dilution make its path less appealing right now. Long both at current valuations but RDDT’s quality edge wins slightly for me.
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@SpongeQuant Why $RDDT over $SNAP? Snap has almost 4X the DAUs.
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Q3 for $SNAP will be spectacular.
Layoff effects will become visible, memory storage grace period ends, Specs launch, and Snap+ growth continues (due to upselling from storage plans)…
The crucible moment has arrived.
2026 will be among the most consequential years for $SNAP.
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@MattssonMin @Grok is this true? sounds super bullish for $TSLA
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$TSLA Tesla stock price explosion signal!
China FSD in full swing: Tesla is urgently hiring ADAS Test Operators for FSD public road testing in Shanghai!
This isn't just simple hiring—it's a strong signal that we're in the final stage right before Chinese regulatory approval.
TSLA stock price set to gain even more upward momentum!
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@ann0012019 @aleabitoreddit Surely there are better options in the Bay tho
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@aleabitoreddit @SpongeQuant Berkeley has one and close to my office.
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@dirtygreenpaper Since the beginning of time, every reaction is an overreaction. Long $BABA and $RDDT
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I been pounding the table on $GOOG last year when it was trading below 150. At current valuations, it is overvalued. Anyone saying it isn't is just biased.
That is not to say Google is a bad business. But it's just another example of how stock prices always overshoots. NFA.
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Donald Trump is apparently long Sushi.
I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC).
Among everything from $AVGO to $NVDA.
If Trump did buy $5M worth, the president would own close to ~.8% of one of my favorite US Sushi Chains.
Don't have any open positions... but I do love the idea of our President buying up Sushi restaurants.
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It's really popular, I used to go to the CA Cupertino near $AAPL HQ and there was always a 1 hour line.
Heard they opened some up around Berkeley and others... so I do agree with Trump's vision of it being a good dip buy around here.
Maybe after he retires, he wants to taken over and run a sushi restaurant?
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@Investinc_Intel $LLY ‘s RETA is a bigger risk than most realize. $RDDT on the other hand has a truly unmatched moat
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Why do I remain bullish on $HIMS?
- 750B estimated Telehealth TAM by 2030
- Remains market leader (see below)
- Hormonal line seeing scale
- Glp-1 onboarding customers
- Healthcare data being fed into AI loop for personalized treatment
- Peptides (end of year)
- Profitability coming back
Reasons to be Cautious
- Execution risks
- $LLY launching Reta (won’t matter if launched through Telehealth which I expect if they want distribution to reach masses)
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@Ashton_1nvests $RDDT has unmatched growth in just about every metric for a large cap company
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What company has the most misunderstood growth story?
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@TicTocTick Nothing more evil than corn and plankton 🪨
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Why?
When male brain is over saturated with images of slim women prancing around as shown in Reel and YouTube shorts, he loses interest in copulation.
Child birth rates collapse.
Big tech is a cancer for society and cultures.
Emini tic@TicTocTick
Not surprising. Mexico, India, African countries and frankly many in South Asia, the populace is not mentally strong to deal with onslaught of YouTube shorts and instagram reels. Birth rates will collapse to 0 soon in these countries.
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