中文翻译
仅持股。我查看了 Elon 关于 X 平台连续创纪录参与度的帖子： -> 委内瑞拉：创纪录参与度 -> 伊朗：参与度再创新高。 同时我也关注了关于 $PINS / $META 看空论点的评论，即广告商因时间线问题而减少支出。 但 $RDDT 或许是极少数能因战争期间用户参与度/流量激增而获得隔离效应+受益的社交媒体公司之一。 因此我认为伊朗冲突对 Reddit 整体利好，而市场定价错误。
· 个股论点
伊朗冲突利好Reddit，市场定价错误
英文原文
Shares only. I was looking Elon's posts about X having record engagement back to back: -> Venezuela: Record engagement -> Iran: Even higher record engagement. And was looking at other comments around $PINS / $META bear case indicators of advertisers pulling spend due to timelines. But $RDDT is perhaps the one of the only few social media companies that has isolation + benefits from a massive spike of user engagement/traffic during war. Hence why I think the conflict in Iran is net bullish for Reddit and markets are pricing it wrong.