中文翻译
同意,实际上确实有一些净经营亏损结转(NOL carry forwards),但即使你将其建模推演至几年后。 $RDDT 相对于其增长和盈利能力而言被极度低估。 而且我认为战时状态实际上推高了2026年第一季度的参与度指标/营收数据,使其超出预期。 人们只看图表,觉得下跌很难看,但Reddit是我目前最强的买入标的。
· 个股论点
涉及标的: $RDDT
同意,实际上确实有一些净经营亏损结转(NOL carry forwards),但即使你将其建模推演至几年后。 $RDDT 相对于其增长和盈利能力而言被极度低估。 而且我认为战时状态实际上推高了2026年第一季度的参与度指标/营收数据,使其超出预期。 人们只看图表,觉得下跌很难看,但Reddit是我目前最强的买入标的。
Agreed, there’s actually some net operating loss carry forwards but even if you model that out a few years from now. $RDDT is insanely undervalued relative to growth and profitability. And I think wartime actually boosted 2026 q1 engagement metrics/revenue numbers past expectations. People just look at the chart and think the drop is ugly, but Reddit is of the strongest buys for me right now.