中文翻译
$RDDT 在 $138 价位可能是最具吸引力的逢低买入机会，市值约 $265 亿。你很难找到比 Reddit 更盈利且高增长的公司了。基于 2025 财年约 $22 亿（同比增长 70%）的收入，其前瞻同比增长率高达 54%。净利润率实际上占收入的 34.7%，且因 Reddit 盈利能力极强而持续扩张。Reddit 常被归入软件板块遭到抛售，但并未受到人工智能(AI)的颠覆。这是一台持久存在的印钞机。价格走势有时会让你怀疑自己的论点，但 Reddit 的基本面极具说服力。
· 个股论点
Reddit基本面强劲且未受AI冲击，当前价位极具吸引力。
涉及标的： $RDDT
英文原文
$RDDT is probably the most compelling dip buy at $138, ~$26.5B MC. You don’t get more profitable + high growth than Reddit. Forward 54% Y/Y growth rate coming off 70% ~$2.2B FY 2025 revenue. Net profit margin is literally 34.7% of revenue and expanding because Reddit is so profitable. Reddit gets sold off with the software bucket but has zero disruption from AI. This is a money printer that is here to stay. Price action makes you doubt your thesis sometimes, but the fundamentals of Reddit are way too compelling.