Is Reddit A Good Buy The Dip Candidate?

In April 2025, we made a strategic move to trim our Pinterest position and buy into Reddit. Now, two years into its life as a public company, we’re looking at the data: Can Reddit survive the AI software apocalypse and clear the high growth hurdle the market is pricing in?
We break down Reddit’s 2025 year-end performance, including a staggering 70% year-over-year revenue growth. However, beneath the surface, there are concerns—from the sunset of key user metrics to stock-based compensation that currently eats up 16% of revenue.
We also take you inside our new research platform, Semi Insider, to run a Reverse DCF (Discounted Cash Flow) to find the "fair value" for RDDT stock today.
Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership
Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/
Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form
Chapters:0:00 — Why We Swapped Pinterest for Reddit 1:02 — AI Licensing: The "Sidecar" Business Model 2:15 — Revenue Breakdown: Ads vs. Data Licensing 3:20 — Scaling the Network Effect & International Growth 4:01 — The Metric Shift5:10 — Q1 2026 Outlook: 53% Growth? 6:30 — Stock-Based Compensation & Dilution 8:40 — The $1 Billion Buyback Program 9:45 — Reverse DCF: Calculating Reddit's Fair Value
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Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
#RedditStock #RDDT #Investing #TechStocks #StockAnalysis #SemiInsider #ChipStockInvestor #GrowthInvesting #AI #Finance
Nick and Kasey own shares of Reddit

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