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$RDDT

Schwab Network on $RDDT (Nov 5, 2026)

AI summary · Schwab Network

Reddit is a buy on the dip: it trades far off its highs and looks deeply oversold, which the speaker calls a mispricing, with 50 million daily active users and recent S&P 500 inclusion. AI data licensing deals, including with Google, mean Reddit makes money either way, so it could rally quite a bit by year end amid window dressing.

BullishHe framed it in months
“"Earnings are Earnings:" Andrew Arons Bullish Amid NDX Selloff; Likes MU & RDDT”
Schwab NetworkPublished Nov 5 · 5 passages

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Yeah, I mean you know Reddit I mean on a day like today it's kind of hard to say you know buy the dip here, right? But I I mean I really think it is by the dip. Um you know Reddit was trading tremendously off its highs.

Stock in my opinion was deeply oversold. Um I believe that you know there's some mispricing going on here.

Um definitely with regards to the company uh they have 50 million active daily users and um they're a recent addition to the S&P 500. Um the stock obviously down today with the rest of the market.

Um but we're buying great companies here. These are really really strong companies

and um there's a lot of like feeling of what's going to happen with the disruption um with AI, but you know, Reddit is um uh uh has a lot of AI data licensing deals where they're going to be making money.

So, like the algorithm with l with uh Google where people don't think that people are going to actually go into the app anymore, that they're just going to go into like Google AI mode and get the answers.

Um, most people go into the app and companies like Google are going to have to pay a licensing deal. So, Reddit's going to make money either way.

Uh I just think right now that that company was a little bit of a disconnect and I think that that company could rally um you know quite a bit by the end of the year especially when we see some window dressing going on you know uh as we get towards the end of the year.

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Schwab Network has 4 calls on this stock; only the adjacent ones are shown.

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