2/12/25 - $rddt - i'm bipolar on this... long print
2/12/25 :: VROCKSTAR :: 
RDDT
i'm bipolar on this... long print
- i've been dead wrong about this one. honestly.
- but there's no fighting the usage trends
- valuation is still wildly expensive, but as one knows in this tape, until the music ends... a beat/ a good guide sends something like this... into nothing else matters territory
- so we see meta beat... snap... good #s (but just a confused company)... hard not to see a beat and probably a decent outlook here
- furthermore, i'm massively cash heavy and opened the can of TQQQ p's whoop azz for mid-march to make a call on risk/ growth scare
- SO, when i see interesting places to take risk on with clear catalysts (typically earnings), i'll drop the puck and shoot on net.
- not the highest conviction idea. between
LYFT (long) last night and 
Z (short), i was able to eeek out a nice net gain, but it wasn't pretty
- tonight i'm only taking this one shot, but i've looked to play the fake company
APP in a similar fashion. i just couldn't pinch my nose hard enough and ... well... rddt is at least a real company. re: APP IYKYK (hai 
CVNA fans!)
let's see. here for the show.
V
book rn: 45% cash, 20% nxt (40% gross), 15% obtc, 10% uber (20% gross), 5% tsm (10% gross) and TQQQ p's ~2% (30% gross). assorted other junk ST like blde i wrote up today, trade etc.
RDDTi'm bipolar on this... long print
- i've been dead wrong about this one. honestly.
- but there's no fighting the usage trends
- valuation is still wildly expensive, but as one knows in this tape, until the music ends... a beat/ a good guide sends something like this... into nothing else matters territory
- so we see meta beat... snap... good #s (but just a confused company)... hard not to see a beat and probably a decent outlook here
- furthermore, i'm massively cash heavy and opened the can of TQQQ p's whoop azz for mid-march to make a call on risk/ growth scare
- SO, when i see interesting places to take risk on with clear catalysts (typically earnings), i'll drop the puck and shoot on net.
- not the highest conviction idea. between
LYFT (long) last night and Z (short), i was able to eeek out a nice net gain, but it wasn't pretty- tonight i'm only taking this one shot, but i've looked to play the fake company
APP in a similar fashion. i just couldn't pinch my nose hard enough and ... well... rddt is at least a real company. re: APP IYKYK (hai CVNA fans!)let's see. here for the show.
V
book rn: 45% cash, 20% nxt (40% gross), 15% obtc, 10% uber (20% gross), 5% tsm (10% gross) and TQQQ p's ~2% (30% gross). assorted other junk ST like blde i wrote up today, trade etc.
تم إغلاق الصفقة يدويًا
i may just be the jimbo kramer of this company. let this be a note to myself that i don't really have the plot on this one. no blood, no foul. god bless... if co like this beats/ raises and drops 15%... that sort of informs my view on ST action on growth/ multiples/ reratings. let's see. sucks, but it's only a paper cut. moving on.
V
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إخلاء المسؤولية
لا يُقصد بالمعلومات والمنشورات أن تكون، أو تشكل، أي نصيحة مالية أو استثمارية أو تجارية أو أنواع أخرى من النصائح أو التوصيات المقدمة أو المعتمدة من TradingView. اقرأ المزيد في شروط الاستخدام.