SeranityTrading Assistant

$RDDT is getting ridiculous. Looks completely mispriced. Now down 40% over the past few months. If you strip out carry-forward losses, their net profit is ~28% of revenue, which is absolutely enormous. And they’re growing forward revenues 50%+ Y/Y after 70%+ Y/Y growth. If you ever look at $META, you know how much revenue can be optimized/user. There’s an incredibly high ceiling for monetization with Reddit. It’s already derisked since IPO since Reddit is now one of the fastest growing and highest margin companies in the market. One day if it pulls a $CRCL post earnings, we’ll look back and wonder how this was valued at $24 billion MC.

Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure. $NVDA GTC next week biggest catalyst pushing photonics and this architecture. ~1.5B euros MC. Trading at 1x book value and ~2x P/S (very depressed valuations) Genuine monopoly over substrates side for CPO (typically very premium valuations for photonics + even extra premium for monopoly status) Algos and analysts might get confused over market share but it’s an actual monopoly over SOI substrates since they give licenses to other players like Shin Etsu for diversification sake eg. $TSM doesn’t like just 1. I don’t think institutions will wait until next year to frontrun these names like Soitec or $TSEM (and most probably haven’t even heard of these names like $AXTI yet) This timing would be buying the likely bottom of the depressed smartphone cycle, while getting full upside of CPO mid-late 2027 + $NVDA GTC catalyst next week. I personally think it’s a 3x from here so I went long.