To The Moon

$Reddit(RDDT)$ $Rocket Lab USA, Inc.(RKLB)$  $NVIDIA(NVDA)$  Needham reiterates a BUY on $RDDT with a $300 price target, pointing to ~33% upside from current levels.

I’m focused on the AI search transition. As users move from link-based discovery to direct AI-generated answers, Reddit is evolving into core infrastructure rather than a traffic endpoint. Needham references multiple studies showing Reddit accounts for 20–40% of AI citations, even as traditional referral traffic declines.

I don’t see that as a demand issue. I see a distribution shift. Value is migrating from clicks to citations, and Reddit’s depth of real human discussion is increasingly embedded inside large language models. The monetisation gap reflects timing, not relevance.

What’s notable is that this institutional thesis is now aligning with retail sentiment. A recent poll on WallStreetBets asked users, “What will be the best stock in 2026?” $RDDT ranked #1 with 299 votes, ahead of names like $ASTS, $AMZN, $META, $NVDA, and $RKLB. Whether you view that as signal or sentiment, it reinforces one thing I’m watching closely, Reddit is no longer just a platform, it’s becoming an AI-era data layer.

I’m framing this as a data moat hiding in plain sight. When distribution mechanics change, the platforms AI trusts most tend to reprice last, not first.

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