Aug. 3 at 12:23 AM
$RDDT — one final thought on this selloff opportunity.
Long term, the key metric is U.S. ARPU:
$META ~
$120
$GOOG YouTube ~
$44
$PINS ~
$24
$RDDT is roughly half of Pinterest while still growing revenue at 60%+.
Even if U.S. DAU growth slows, Reddit does not need explosive user growth.
It simply needs better monetization.
If U.S. ARPU reaches Pinterest levels, Reddit’s U.S. revenue alone could approach
$4B annually, roughly doubling its 2025 total revenue.
The market is focused on one quarter of softer U.S. user growth.
Long-term investors should focus on:
• LLM licensing deals
• S&P 500 inclusion
• International monetization
• Shopping/search products
• Future buybacks
Short-term sentiment changes fast.
The Reddit thesis is about turning a massive community into a stronger advertising and data platform.
Watching
$RDDT closely.
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