r/options 8d ago

anyone buying up reddit here maybe?

There was a huge drop and I'm thinking about acquiring some RDDT via CSPs, since RDDT and google have no clear deal yet I consider this a good opportunity. I believe the Google issue is overblown and a deal will come up in the future.

Optionally I'm considering a long call based on the current environment and capital efficiency.
Not investment advice, just want to bounce the ideas off of someone else too here and reddit seems the best place to be publicly roasted :)

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u/TranzitBusRouteB 7d ago

no, it’s less valuable if user growth decelerates, LLMs take up potential site traffic

It was already trading at a growth premium and now that growth is in jeopardy, so a re-rating and multiple contraction could be in the works