$RDDT into the Oct 29 print, what I'm watching:
• DAUq growth ≥17% (18% last Q)
• Logged-in users: +7%. The core I want to see accelerate
• Search referrals after Q2's "choppy" comment
• Q3 guide: $860–870M vs $829M street
Add zone: $133–145 (22–24x fwd EPS). ~$150 now.
I am watching household defaults for $NU. This could be a buy once we get more clarity after Brazilian elections.
Disclaimer: Not an expert on Brazilian politics so hard for me to assess policy impact on the business.
$UPST not a buy yet for me. If inflation cools down and the Fed either stops hiking rates or even better moves toward a cutting cycle, I expect it do well.
@pervizhazar@lifevives I have been wrong on TTD turned around so far. I just can’t know if TTD can keep growing in this agentic Ai browsing/shopping era. Is it in structural decline or just going through a transition? Would love to hear your thoughts.