· 个股论点

看好RDDT的收入增长、自由现金流和网络效应护城河。

涉及标的:

中文翻译

$RDDT 快把我逼疯了。 > 业绩大幅超预期 > 因为太赚钱,持续产生自由现金流(FCF) > 收入同比增长69% > 通过网络效应,拥有抵御 AI vibe coding 的最大护城河 > 毛利率91.5% 结果几个月都横着不动。很高兴看到它开始获得更多关注。

英文原文

$RDDT was driving me insane. > massive earnings beat > just printing FCF since they’re too profitable > 69% Y/Y revenue growth. > biggest moat against AI vibe coding from network effect > 91.5% gross margin. Was just flat for months. Glad to see it getting more attention. https://t.co/umUxYdXkz7

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