I feel like that one mini-crash from DeepSeek is the sign that the crash will be from China or some other country having a big breakthrough that usurps all this value built up in American companies, especially if they then give it out for free more or less, which I could see China doing to screw US companies. If people see a better ChatGPT out of China for little or no money vs. ChatGPT, Claude, Gemini and all the offshoot companies that have grown to 9-10 figures off the back of them, it'll be an absolute bloodbath. Similarly if another country has a computing breakthrough and NVDA's stuff takes a serious hit. The PE ratios everything is at is based on all of it continuing to grow rather unsustainably. So anything that throws a cog into that growth could bring everything down like a house of cards.

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We’re at the stalling point — this month is literally a pause after a 35% bubble formed when logically a 35% correction should’ve followed after tariffs etc. But this will not burst like the dot-com bubble; as there is a degree if separation from companies actually spending vs companies that are at core producing. The first-degree players — chipmakers and core infrastructure providers like Nvidia — will keep riding the wave a bit longer. Their revenues depend directly on AI build-outs, not on the success of the applications themselves. The second-degree players — the B2B consumers of those chips and GPTs — are the weak link. As AI maturity is realized to be unproductive and the ROI fails to materialize, these companies will realize they’ve been buying compute for dreams still a decade away. This bubble will burst from the outside in: first the AI consumers, then the infrastructure suppliers. The first-degree firms will keep earning until their second-degree customers run out of cash or conviction as their spending doesn’t give them any ROI.

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You probably should have actually built the table if you’re going to say it’s not ai lol. || || |Metric|DOCN (Current)|Peer Average (Cloud/SaaS)|DOCN vs. Peers| |P/E (TTM)|29.8x|78.1|Massively Lower| |Forward P/E (FY2025 Est.)|30x|45x |Decent Discount| |Market Cap vs. Revenue (P/S TTM)|6.4x |8x - 12x|Decent Discount|

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Bull thesis: 1. When AI companies literally have more money than they could ever spend, they’re gonna want the best version of Reddit and not some scraped version. The AI competition is so close and so important to future funding, the quality of scraped vs. licensed data is material. Another round of contracts with their current and new tech companies is inevitable, expect a 10-20% bump. 2. S&P500 inclusion is also inevitable now that it’s completed all entry qualifications which will push the stock yet another 20%. The S&P500 with its recent increase in market cap req has some overdue companies it needs to cut. 3. Reddit’s growth is absolutely torching IG and X who both actually have negative traffic growth according to Google trends/analytics. In fact, Reddit just jumped from 7th to 6th place in global website traffic on Semrush and is within arm’s distance of IG who’s in 4th and chatGPT in 5th. IG is completely saturated and you’re either on it or you’re not while Reddit is just now investing into international countries. 4. Fuck all the other social medias like IG, YT, TT, X, FB, all of it! People are so done with not being able to downvote BS or not being able to speak their mind for fear of becoming an outcast in their circles. Worst you can do is “ratio” someone. The fuck is that?? I want to see them downvoted to oblivion! Anytime there’s something exciting, you will never catch me engaging with anything on FB/IG but you will get my opinion on Reddit and that sentiment data is 2nd to none. Which is why they just partnered with NYSE for sentiment data. 5. For everyone complaining about bots, Reddit is hands down the best major social media site to handle them because they’re so easy to spot and downvote. You see them all on IG but you can’t do shit about them. On Reddit, they get downvoted enough, they get hidden. And EVERYONE has had that question that no one could answer except some random dude on Reddit one day. Long story short, Reddit may not completely replace IG but it’s going to be a helluva lot closer over the next 2-3 years. Reddit’s a bit behind in profits, sure, but you can’t convince me that Reddit is only worth 1/50th of Meta by market cap. No way. Edit: about 900 shares of Reddit at $200/share

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Interesting thesis. A good next step would be to go read literally anything about deflation, so you learn what it means. Then look at historical examples of deflation and what the actual impact was on the poor vs the rich at the time.

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⚜️ vs 🌽 is the new 🐂 vs 🐻

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Don't u ppl have any 3rd alternative? Or is it always Coke vs Pepsi; Apple vs android discussion?

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30+. Most recent one I agree with, but it didn't consider growth well... Most PT's pre tariffs were 30+. Most recent one was 30. tariffs are not as big as people think AND they grew. \> the same price action as AEO with the Sydney Sweeney campaign Sweeney wasn't sticky. It was a one time thing imo. Whereas GAP did 3 campaigns and all insanely successful. Don't compare GAP to AEO. Ads work - we all know this. Compare ad campaigns this year vs last, This years are over 100x higher impressions & interactions

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Paper trading is good but before he gets his hard earned money on the line he is not gonna learn, if someone said they won from day one I personally don’t believe them, I lost and came back, am I going to lose again never like when I started because I won’t make the rookie mistakes like in the start, learn from your mistakes and grow from it. Some people blame everybody else but themselves. Trading is YOU vs YOU. As long as you can manage YOU and your feelings you come on Top

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I never go all in but I look at setups for example I was in AAPL for too long what saved me was time in the contracts I got in sometime mid may 2025, so I was in 3 months too early, and I also go out a year 6 months 3 months it all depends on the stock and some stocks move faster than others so those you don’t need to go max 2 plus years out on contracts because it gives you less returns it is safer but slower. I look at financials but sometimes if the technicals are there and I see a set-up I’ll take it. You can’t be stuck in fundamentals too much. Look at Amazon, company is doing great but the stock has been lagging a lot still stuck not making all time high vs other Mag 7 stocks, so technicals work better for me

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