Pinokio

@spluscollective Google Plus also killed $rddt

$RDDT will be killed right after $META's Threads kill TikTok. This is a serious catalyst, remember how $MSFT's Zune killed iPod? Similar vibes. All they did is giving us an IPO Avwap entry.

@WisemanCap I bet it will. Something similar happened to Google just a year ago.

$RDDT will be trading way higher in the next six months

@RamonInvests @cashflow_king94 $MA is mature company and the estimates are that in the next years it will grow revenue and earnings at around 10-11%. If his goal is growth, there are companies that grow much faster.

@cashflow_king94 Not trynna hate, but this is a really dumb reason to sell. Who knows what the future years will bring. Maybe $MA will outperform $NVDA and $AVGO. Is that when you will sell them? And in that same trend. $NVDA underperformed Sandisk over the last 5 years by a lot. So buy Sandisk.

Fully exited $MA today. Sad to see it go honestly... Mastercard is still a world-class business. 60% operating margins. 175 billion transactions a year. A toll booth on the global economy. But look at this chart. $MA over the last year: -14%. S&P 500 over the last year: +25%. That's a 39% gap on a stock I was holding while the rest of my portfolio was ripping... I don't care how good a business is. If it's underperforming the index by nearly 40% over a year, that capital needs to be somewhere else. Opportunity cost is real on this one - every pound sitting in $MA was a pound not compounding in $NVDA , $AVGO or $CAT This is probably the hardest lesson in investing. Letting go of a stock you love because the numbers aren't working - Your feelings don't make you money. The data does. Never sell unless the thesis breaks? Sometimes the thesis is fine and the stock just isn't performing at all, even on a longer timeframe - That's enough. Good company, wrong timing so my capital is redeployed elsewhere. What's a stock you've held onto for too long?

@MultiMismanaged Can't agree more.

$RDDT bear case on google search algorithm changes is completely backwards. Right now licensing from LLMs is a very small portion of $RDDT revenue. It is about to explode exponentially higher in the next couple years. The number of impressions for $RDDT content is going to explode higher, which will lead to more people being exposed to the platform, and drive more user growth and content creation. I predict these two items will significantly offset any decline in user traffic because of users getting content from google search vs reddit directly. Long story short, $RDDT is a massive AI winner and not an AI loser. As the market figures this out, the stock may have a sharp rise. Ironically, $GOOG itself was in the same position a year ago, where investors perceived it as an AI loser, and is now poised to be the most valuable company in the world as reality set in.

@TheWiseIC @fsociety__bat Google pays Reddit for the data, they also train their models on that data. Anyway what is haplening today is a classic uninformed sell. I bet nobody that sold today did deeper research of what has been changed and announced.

@korutina @fsociety__bat Yeah not sure that’s true what he said. Google can’t just steal data and claim it as their own. That would be a slam dunk case for Reddit in court.

Nearly doubled my $RDDT position this morning. You crazy bastards are selling Reddit on software news! How retarded does one have to be to know that Reddit is not a software company. I will continue to add. Reddit still < 5% of portfolio. Thanks for the nice shares at $144!

@fsociety__bat @TheWiseIC This is not true, it will still embed links including Reddit and they will prioritize first party data and real human community mentions. This way they also avoid AI hallucinations.

@TheWiseIC Not on software news you idiot lmaoo Google search changing everything - it’s not going to show links anymore but just AI will answer your questions.

@BlankBetss Which in my opinion as I understand all the changes is bullish for $rddt.

So the dump in $RDDT is really caused by the boom in AI search outlined by Google? Ain't no way people really think that's going to replace Reddit 😂

@Samdh9ye @JonahLupton The share price will catch up with the fundamentals. It is inevitable.

@JonahLupton Stocks are not rallying on fundamentals anymore. There’s no reason to trade $ALAB or $ARM at that multiple. ARM earning print was worse than RDDT but the later sold off while the former regain the ATH

fwiw, $RDDT reported $499.6M revenues in 2025 Q2... in order for them to do 50% YoY growth in 2026 Q2 they'd need to report $749.4M ...which is currently $29M above the midpoint of their guidance ($715-725M) and $20M above current sell side estimates ($729M) ...when $RDDT reported $663.4M in 2026 Q1 revenues it was $63M above the midpoint of their Q1 guidance $595-605M) ...so it's quite conservative to think they'll only beat the midpoint of their Q2 guidance by half of the Q1 beat ...not to mention alt data is showing Q2 revenues in the 54-55% range which is well above current sell side estimates of +46% revenue growth in Q2 ...which means there's a good chance $RDDT beats the midpoint of their Q2 guidance by ~$50M **we added to our $RDDT position today because it's laughable this stock might be trading at less than 13x 2027 EPS (including cash)

@BourbonCap Would you be also happy buying it for this price in 10 years?

I'm happier when this stock is down because i want to buy more $AMZN

@zerohedge This will end up +10% after market open.

Software curse remains: blowout earnings, stock plunges

@BramVGenechten What about $MA?

$V's FCF expected to keep growing significantly.

@pinkpistachiosp Само ги препакува протеинските барови од Кам.

поголем скам од оние бубало производи нема

Порано пред да се зачленам бев убедена дека твитер е место на паметни луѓе, сега гледам дека сум била грешка и всушност тука има многу глуп народ шо почнува да влијае на моето ментално здравје.

@TheThreeRedDot1 @NewUser928424 @vajevic Платата која ја заработува еден вработен е онолкава колку што работодавецот го кошта тој вработен т.е колку му исплаќа. Тоа е бруто плата. Од таа се одзимаат придонеси кои се околу 36-7%.

@NewUser928424 @vajevic И, што сакаше да каже писателот со ова? Абе не серете како се пресметувало, многу убаво знаеме што се прави. Целта е да разбере овој неписмен народ, вклучително и ти, дека срањето од администрација во оваа вукојебина го ограбува приватниот сектор. Сега појасно?

Да биде појасно за обичниот граѓанин кој не цица, туку ја плаќа државната администрација. 50%+ за даноци и придонеси!!! Приватниот сектор е тој што треба да излезе на протести, не синдикалската багра која е паразит на овој народ.

@nezzzamenliva Чекам уште

Вие што ја чекавте љубовта на вашиот живот дали ја дочекавте?

@nezzzamenliva @Ginger_man_mk Супер однос без привлечност е другарство.

@korutina @Ginger_man_mk И ти си у право

Тешко маживе со инстаграм , кое стори да го отвориш, сите прелепотици, како се одлучувате за некоја не ви е лесно. Ние грдите ќе иксаме и ќе Љубомориме од тука.

@nezzzamenliva @Ginger_man_mk Морам да се надоврзам, мислам дека привлечноста не е клучна, но е предуслов. А секој на некого му е убав.

@Ginger_man_mk Ич не е клучен точно, особено за квалитетна и успешна врска, треба многу повеќе.

@chumpette @astrogrev А филмови со кучиња? :)

@korutina @astrogrev Истото прашање ми е и за бебиња што плачат на филм, дали чекаат да заплче или го расплакуваат :)) Ама тоа е (многу) друг муабет

Најубавата вест деновиве.

@astrogrev @chumpette Жал ми е 🥲

@korutina @chumpette и ние можевме да изгугламе ама чекавме да дојде некој научник сеа ни го еба филмот

@chumpette @astrogrev Не знаев ама прочитав сега. Добро прашање.

@korutina @astrogrev :(