kris

Investor. Follow the money. NFA

[kris @draperdon69]

Someone bought the dip today in tons of ai companies around mid day.

$NVDA
$IREN
$SMCI

[kris @draperdon69]

@MasonDoddFFN Holy fuck this is a terrible take 😂

[kris @draperdon69]

@NFLTodayX I hate this list, only retired players should be ranked.

[kris @draperdon69]

@MarketsFromMick Just opened a position at 18.07. It’s ok to not understand how things work. The world must be a scary place for you.

[kris @draperdon69]

@MarketsFromMick Tell me you know nothing about this company and how scaling works

[kris @draperdon69]

@crzmmaa How do you think massive infra gets built?

[kris @draperdon69]

@aymanfsm This is embarrassing, but when there’s no wage competition or very little due to unfriendly business environment, this is what you get.

[kris @draperdon69]

I’ll be adding heavily to $SMCI after this print. It’s only a matter of time before this explodes. At the end of FY2027 at the low end they’ll have 72B in revenue at a 20B MC? My bet is revenue will be closer to 90B.

[kris @draperdon69]

@John_Porter10 Should be a 100B MC easily. Full year guidance is conservative, I expect them to be closer to 90B for FY2027.

[kris @draperdon69]

@StockSavvyShay @Fiscal_ai And the stocks barely moved. I’m long but it’s being manipulated right now.

[kris @draperdon69]

@SleeperNFL Jeremyiah love?

[kris @draperdon69]

@desitechsuppoat Why you so happy tho? He lost his life, who cares if he didn’t wear a shirt on his bike.

[kris @draperdon69]

@kevinxu Seems likely

[kris @draperdon69]

@AIStockSavvy This is so bullish haha

[kris @draperdon69]

That’s fair, and I actually think Reddit probably was overearning Google traffic to some extent. But that’s also why I think forcing login + controlling access to the data makes sense long term.

If Google can scrape Reddit, use that content to answer the query directly, and send less traffic back, Reddit is basically giving away the most valuable part of its product for free.

The risk is whether Reddit can grow direct traffic fast enough to offset that loss.

Part of me also wonders if $GOOG is purposely cutting traffic as negotiating leverage ahead of the upcoming renewals.

[kris @draperdon69]

$RDDT lots of fear right now because of this report. Long term (1-2 years) I’m still very bullish.

Forcing users to login makes Reddit’s data harder to scrape and only makes the data moat more valuable.

Early 2027 could be a huge catalyst with the Google/OpenAI AI licensing renewals. On the call today they basically said Google is still aggressively scraping Reddit while sending less and less traffic back.

To me this is a TOF/discovery problem that can be solved. And it’s not just a Reddit problem. Every website/app is going to have to figure out discovery in an AI world.

If this gets pushed down to $100 I’ll be buying heavily.

[kris @draperdon69]

@AuditTheHerd It makes you wonder if $GOOG is purposely impacting traffic volume, because from the call we know Google is still aggressively scrapping Reddit, as negotiating leverage for any ai licensing renewals. Discovery/TOF traffic will be a core problem in the age of AI.

[kris @draperdon69]

Dude relax, revenue growth at 52%, DAU increased by 12%, clearly they are improving monetization of their existing base. Requiring login to view will improve ad monetization but hurt low value user growth. Reddit will clearly get a AI licensing deal at some point with an AI lab which is not even priced in currently.

[kris @draperdon69]

Someone needs to explain Mehdi Hosseini’s $SMCI rating to me because it makes zero sense.

He’s wildly bullish on $DELL because AI server demand is exploding, while keeping $SMCI at a $15 target for almost 2 YEARS.

Same AI boom. Same low-margin server argument. Except SMCI’s revenue has exploded, margins are improving and they’re now guiding to ~$19B in ONE quarter.

Dell improves → raise the target.

SMCI improves → $15.

At what point do you admit the thesis changed?

Show the model that still gets you to $15, because the numbers sure as hell have changed.

[kris @draperdon69]

@sahithi0911 They get excommunicado