$RDDT, $CRWV & $ZETA: When the Company Is Running Faster Than the Stock

The company and the stock are like two dogs on the same leash...not the same dog.

Company = the business

Stock = everyone's current opinion of the business

Sometimes these two dogs are walking side by side...sometimes one sprints way ahead...sometimes one gets distracted + left behind.

Couple of examples where I think the stock dog is lagging the company dog:

$Reddit(RDDT)$ :

- beauty fundamentals

- data licensing lawsuit (if dropped) = jet fuel

- unique, one of a kind conversational data

$CrowdStrike Holdings, Inc.(CRWD)$ :

- nvidia ownership stake

- looped in with $Dell Technologies Inc.(DELL)$ now

- huge ai player

$Zeta Global Holdings Corp.(ZETA)$ :

- big weekly breakout

- unique theme = agentic marketing

- partnerships with openAI + $Snowflake(SNOW)$

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\">The company and the stock are like two dogs on the same leash...not the same dog.</p>\n<p>Company = the business</p>\n<p>Stock = everyone's current opinion of the business</p>\n<p>Sometimes these two dogs are walking side by side...sometimes one sprints way ahead...sometimes one gets distracted + left behind.</p>\n<p>Couple of examples where I think the stock dog is lagging the company dog:</p>\n<p><a data-mention-id=\"RDDT\" class=\"teditor-mention\" data-mention-name=\"Reddit\" href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> :</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/34569f061057b45672f40ffd2f5518e4\" tg-width=\"1648\" tg-height=\"963\"><span> </span></p>\n<p>- beauty fundamentals</p>\n<p>- data licensing lawsuit (if dropped) = jet fuel</p>\n<p>- unique, one of a kind conversational data</p>\n<p><a data-mention-id=\"CRWD\" class=\"teditor-mention\" data-mention-name=\"CrowdStrike Holdings, Inc.\" href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> :</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/8581720d8e04e73925542540ce58ff35\" tg-width=\"1648\" tg-height=\"954\"><span> </span></p>\n<p>- nvidia ownership stake</p>\n<p>- looped in with <a data-mention-id=\"DELL\" class=\"teditor-mention\" data-mention-name=\"Dell Technologies Inc.\" href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> now</p>\n<p>- huge ai player</p>\n<p><a data-mention-id=\"ZETA\" class=\"teditor-mention\" data-mention-name=\"Zeta Global Holdings Corp.\" href=\"https://ttm.financial/S/ZETA\">$Zeta Global Holdings Corp.(ZETA)$</a> :</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/ad746479f4b4e02548f47b9fd655c2aa\" tg-width=\"1649\" tg-height=\"881\"><span> </span></p>\n<p>- big weekly breakout</p>\n<p>- unique theme = agentic marketing</p>\n<p>- partnerships with openAI + <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a></p>\n<p></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","text":"The company and the stock are like two dogs on the same leash...not the same dog. Company = the business Stock = everyone's current opinion of the business Sometimes these two dogs are walking side by side...sometimes one sprints way ahead...sometimes one gets distracted + left behind. Couple of examples where I think the stock dog is lagging the company dog: $Reddit(RDDT)$ : - beauty fundamentals - data licensing lawsuit (if dropped) = jet fuel - unique, one of a kind conversational data $CrowdStrike Holdings, Inc.(CRWD)$ : - nvidia ownership stake - looped in with $Dell Technologies Inc.(DELL)$ now - huge ai player $Zeta Global Holdings Corp.(ZETA)$ : - big weekly breakout - unique theme = agentic marketing - partnerships with openAI + $Snowflake(SNOW)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/570420478575752","repostId":0,"isVote":1,"tweetType":1,"viewCount":346,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CRWD","SNOW","ZETA","RDDT","DELL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":829,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/570420478575752"}