中文翻译
我对 $APP 了解不够，无法评论。话虽如此，我一直在寻找那些部分因“AI”颠覆叙事而被抛售的股票，$RDDT 是我个人的选择。市场误解了网络效应护城河。我一天就能做出 Reddit，但价值在于所有人都同意使用它。
· 个股论点
看好因AI叙事被错杀的Reddit，强调其网络效应护城河。
英文原文
I don’t know enough about $APP to comment. That being said I’ve been looking for stocks sold off partly because of “AI” disruption narratives and $RDDT is personally my choice. Markets misunderstand network effect moat. I can make Reddit in a day but value comes from everyone agreeing to use it.