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Honestly, it feels like people don’t realize just how much of a goldmine Reddit actually is, especially as the rest of the internet gets flooded with AI slop.

Think about it. As generative AI populates the web with AI slop and bots, authentic human conversation is becoming incredibly more rare and valuable. AI models need real data to learn, and they suffer from model collapse if they just train on their own AI output. Reddit provides this massive, unfiltered stream of genuine human opinions, conversations, and real world problem solving that will forever be needed by AI models. It is the ultimate training ground for AI companies.

For advertisers, it is an even bigger deal because of how communities are structured. This contextual targeting is why Reddit ad revenue recently jumped by over fifty percent year over year. And once advertisers realize that they are wasting money on adds for bots across the internet, revenue per user on social media like Reddit will skyrocket.

The real ki

I forecast Reddit's Q3 before the October 29 report and then checked the model line by line against what they filed. Revenue was not the problem:

• Revenue was $895.0M, $25M above the top of the guide. My model had $900.6M, consensus $875.0M (26 analysts). - US revenue per user was $13.82, up 53% from a year earlier. Pricing carried the quarter. - EPS was $1.40 against my $1.41.

The miss was users. US daily active uniques fell to 50.7M from 53.2M in Q2, and logged-out US users, the ones who arrive from search, fell 4% year over year to 27.3M. International grew 24% to 79.6M, but management said some of that came from extra marketing to make up for lost search traffic, and guided total users down by a low double-digit percentage in Q4.

The stock closed Oct 30 at $91.73, down 29.2%, its worst session since the March 2024 listing.

Do you think pricing can keep outrunning the user decline, or does Q4 show the limit?

Data: Reddit's Q3 8-K, shareholder letter and daily prices, processed

You know me from my previous SpaceX 400 bagger DD. Important note - this is NOT a post to talk about politics, nobody cares who you’re voting for. This is just how to make money positioning yourself with stocks/options before and after the midterms. Right now, Republicans control both chambers of Congress. The prediction markets show Democrats are heavily favored to win. As we’ve seen during EVERY election, there are certain stocks that always run up big and move crazy after elections.

$MSOS - MSOS is an ETF that holds the top cannabis/weed companies. In the past, weed stocks have had absolutely crazy moves after elections. After the 2020 election, certain weed stocks jumped over 2,000%. In contrast, when Trump and the Republicans won in 2024, $MSOS and other weed stocks fell over 80% in the coming months.

There’s a reason for the big moves. The Democrats want to pass several bills that would be positive for the weed sector. In fact, just yesterday, Congressman Steve Cohen intro

October delivered an interesting shift in US markets. Real estate stocks outperformed the broader market as investors reassessed AI valuations, technology capital expenditure and the outlook for interest rates. The S&P 500 Real Estate Index gained 4.98% for the month, while the Real Estate Select Sector SPDR ETF (XLRE) advanced 5.52%. At the same time, the 10-year US Treasury yield fell by 35 basis points to 4.93%, potentially easing some pressure on property valuations and financing costs. What makes this move interesting is the combination of sector rotation and company-specific earnings. Jones Lang LaSalle surged nearly 20% following an earnings beat, while Extra Space Storage benefited from stronger results and improved full-year guidance. Data centre REITs Equinix and Iron Mountain also advanced despite the technology selloff, highlighting that exposure to AI infrastructure does not necessarily translate into identical performance across sectors. On the other hand, CoStar Group fe

TTWO closed at $191.20 Friday and hit a new 52 week low during the day. GTA 6 comes out Nov 19, 19 days from now. In case you didn’t know, Take-Two owns Rockstar, so this is their game. This stock moves on GTA news, sometimes news that isn’t even real. When Rockstar announced the first trailer in Nov 2023, TTWO was up almost 10% premarket. In May a leaked email made it look like preorders were about to open, and the stock went up almost 7% that day (preorders didn’t actually open until late June). Then in June it ran from about $212 to $245 in two weeks around the real preorder announcement. From here to launch there’s going to be GTA news pretty much every day. Demand isn’t the question either. Trailer 2 got 475M views in 24 hours, and Circana (they track US game sales) says 29% of US console and PC players plan to buy it, the highest they’ve ever measured for any game. Most hyped game ever and the stock is at a 52 week low.

Two dates to watch before launch. Earnings are Monday Nov 9

In this article

DETROIT — Automakers including Ford Motor and Rivian Automotive are leaning into a new type of manufacturing line: 3D printing.

Manufacturers say it’s helping them reduce costs and increase speed. The technology has been around for decades, but it’s becoming more commoditized in the automotive industry, with 3D printers used to create everything from vehicle parts and accessories to tools for assembly plants and testing units for research and development labs.

“At this point, we don’t have a choice but to scale up and begin using it through all factions of Rivian,” Jared Beck, head of Rivian’s additive manufacturing, told CNBC during a tour of the automaker’s expansive 3D-printing operations in suburban Detroit. “We’re going to be democratizing 3D printing for the entire company.”

Also known as additive manufacturing, 3D printing can create three-dimensional objects from digital designs by dispensing material layer by layer, much like a traditional printer does with