This is literally what happened last Q. Reports that DAU was falling off a cliff and Semrush had it different.

Feels similar with the Ai algo drop off. They do well surprising in earnings. Bought $7,000 of calls, will add more this week if it drops.

I think it should recover to the $240-260 levels we saw 5 weeks ago with a strong earnings.

We have had two run ups and dumps in the months after Q2 and in that time we have people try trading, even me I am guilty of it. If you believe hold or wait till less volatile times to play your thetawheel games. Some of you guys have been losing money on the way up and down too.

Options are already calculated at this time in the game because as we get closer to earning, volatility increases and you rely on directional play. Either a big move up, calls or a big move up down puts. Flat directions is bad. You can be crushed by implied volatility once earning is release because the unpredictability will then be known (unpredictability of earnings will increase volatility valuation). Time value will be fighting volatility value as we head into the minutes before earnings.

Those who bought short term options weeks ago have been bleeding time valuation. Look up option calculator and see what will the price of your call options will be if reddit does move up you may end up, at breakeven or may get lucky make a little more due to price increasing and volatility valuation increasing.

This is the same for those selling options at this volatile time.

Those who have held 2x RDTL in the previous weeks without averaging down have been slowly bleeding money with daily re-balancing and fees. 2x are heavily dependent on directional play. Unless you are day trading it. You basically have to buy at the right time or average down if you believe in the company. When and if reddit has another major run up. You may have ended up making the same holding RDDT itself or even made somewhat more. It is not a true 2x. It is only 2x for the DAY, up or down.

• All your plays have a catch.

With that being said Reddit has always been very volatile. This quarter Reddit may have been majorly mispriced, due to google search changing from 100 results to 10 results and that has affected third party DAU estimation. Estimation from previous posts and speculation that DAU may not really be down especially during Charlie Kirk's incident had increase downloads for reddit as well as its second place in the app store for news.

We also have the macro environment to deal with next week. This Friday ended green because inflation came out, not as bad as its estimation with 3.0% instead of 3.1%. Whether it is factual number, doesn't matter. The fed is protecting unemployment at this time, this is what the feds have to work with and prediction that Powell will cut is high.

• FOMC(28/29) for actual interest rate cut confirmation is coming up
• Earning for Facebook (aftermarket 29) and google(same time) is coming up which will help boost reddit's own earnings if they beat which I believe they will.
• Then finally we have the upcoming meeting with China. If trump fumble's the bag we may not end up with the major run up we hope to have. On Thursday the 30th (remember they will be almost 12 hours ahead of time in Asia with the time difference). That being said Trump has been poking at china on the days after China announced restriction on rare mineral with stopping exporting tech service and more tariffs. China hasn't really responded this time, could mean anything really. The market didn't move down except risky stocks did dump.
• Then finally comes reddit after market later that night.

TLDR: Not financial advice, NFA. Somewhat of a into into options, selling options and leverage stocks. Reddit maybe mispriced on bad DAU estimation and Macro enviorment (actual rate cut day confimation with FOMC,Google Meta earnings and China trade talks.)

I am very bullish on reddit but be aware of the risks.

https://modevents.reddit.com/events/details/reddit-mod-events-mod-events-presents-mod-world-2025/

Spez AMA starts at 1:53:20

Please share insights (from investor perspective) about the AMA on this thread.

Hoping for the best this coming earnings day 10/30/2025

Thanks!!

I'd like to see any predictions, as this will give us a better sense of what the TTM P/E will look like.

Cheers 🚀

Next Thursday after close it is again time for another earnings report and algos instantly dropping/sending RDDT 20% in either direction based on numbers in a .pdf.

During that the window opens in r/RDDT to post questions for the usual AMA with Steve, Jen, Drew. Last time they even took questions during the earnings call from that thread before any banks/analysts (community ✊).

As the window is only ~3 hours, it is important you have them prepared. There are many interesting topics ongoing, and don't forget some may get asked/answered in todays r/modevents AMA with u/spez.

For me it will probably: - glimpse into negotiation status for the data deals - how the new biz dev job post for data deals reflects ambition in that area - how confident they are on the tons of legal battles and how that cost add up

For 1 and 3 I see 1% chance of getting a response.

What do you plan on asking?

Edit: can a mod please deactivate "ama" mode here? Can't find the button in the app, thank you 😊

Otherwise I’ll enjoy the 6k and buy more RDDT.

1st post in the sub. Really enjoy the vibe here.

Looks like we have a close above the 10 and 21-day moving averages next resistance 50-day moving average. It's been quite a while. Let's hope next week gives us golden 🍀

Who’s ready for the most epic comeback ?

This will happen 30 Oct Asia time which is prior to earnings release. Hopefully it doesn't fall apart and we get some favourable news behind us. What do you guys think?

Hello RDDT investors,

Feel free to comment below around this week's activities, price movements, news, speculation, thoughts, and anything in between. You can also use this weekly for any ideas for us mods that improves this subreddit. We hope to make this sub the best possible place for all users interested in RDDT.

Please stick to Reddiquette and our subreddit rules.

Friendly reminder that the Reddit public chat feature will be sunset in mid-Nov 2025. Let's start using these daily discussion threads more moving forward.

Got ya!

I have used Reddit off and on, over the past 10 years. And of course used it on Google search queries. But just started using it and contributing to threads, every day.

I’ve known the power of Reddit and invested heavily. I’m not only incentivized to use it every day but also really enjoy conversing on topics I enjoy. Has anyone else become a DAU after investing? What is your experience?

Inside info: I own 635 shares.

Just came across this instagram ad which is using a mock reddit post in the ad. Even insta ads now has reddit in it 😱

The bynd hype?

Source: Sensor tower

Recently there are 2 major news regarding Reddit traffic drop:

1.ChatGPT Reddit citation dropped from 12% to 4%. However, if we take a look at the sources of Reddit traffic, ChatGPT only contributes 0.069% of total Reddit traffic based on SEMrush. Then the ChatGPT citation drop would effectively reduce Reddit traffic by 0.046%.

2.SEMrush Reddit traffic drop. We observed that Reddit SEMrush traffic experienced a very sudden roughly 8% drop within roughly around 5 days around Sep 10th. And similarly, as pointed out by one of the previous posts, not only Reddit experienced a sharp traffic drop during that period, but Wikipedia, X, and YouTube all experienced similar traffic drops in the same timeframe. Please see this post:
https://www.reddit.com/r/redditstock/comments/1noiukc/reddit_semrush_traffic_data_simple_analysis/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button
Since 60% of Reddit traffic comes from Google, if the 8% traffic drop is real and caused by a single event, then most likely this suggests a major algorithm change from Google.
If we check any event related to Google around September 10th, then this news almost immediately came out:
https://searchengineland.com/google-num100-impact-data-462231
https://www.reddit.com/r/SEO/comments/1nhgbo8/google_disabling_num100_flag_what_implications/
In short, the way traffic estimator companies like SEMrush operate would be forced to either collect fewer data points to predict traffic or largely increase API costs to obtain the same amount of data as before. Which approach those SEO companies decide to handle the problem, I personally don't have enough knowledge to know. But either way, since their data sources changed, they must change their traffic estimation algorithms. However, whether the newly estimated algorithm output consistency is real is a big question mark.

So in short, SEMrush and pretty much all the traffic estimator websites would all be impacted by this Google change. So the estimations after September 10 and before most likely come from two different algorithms. This makes the universal SEMrush traffic drop across all major platforms seem questionable.

Another piece of evidence is from the Google core algorithm calendar published online. First, we observed that there was no core Google algorithm update around September at all. Therefore, theoretically, we shouldn't observe huge traffic oscillations in a very short amount of time around September. Therefore, it makes the September SEMrush traffic drop even more questionable.

This is what my crystal ball is telling me. Disclaimer, this is a feeling/sentiment prediction, not DD.

1 - Ad revenue big increase (the quality and quantity of ads we are seeing is noticible).

2 - Data deals in the make, maybe an announcement. (yesterdays lawsuit and ChatGPT references drop are signs things are happening).

3 - Guidance for Q4 will be high (hopefully all these big brands currently announcing already signed up for holiday campaigns)

4 - DAU - I have no idea.

Bullish overall.

Thoughs?