u/Navelabob

2 theses · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d222100%+6.6%+6.6%
1w000
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only.

Thesis history

$RDDTDiscussionbullish
u/Navelabob · 5d ago
Long RDDT $100C exp Jun 16 · 8 contracts

Why the app you’re using should be a stock you own ($RDDT)

June 16th 2028 $100 calls provide leveraged long exposure to Reddit's anticipated AI-driven margin expansion and revenue acceleration through 2027, with significant upside potential if the company executes on ad algorithm and content feed improvements.

1d
3d+6.6%
1w
1m
3m
6m
1y
original post →
$RDDTDiscussionbullish
u/Navelabob · 5d ago
Long 700 shares of RDDT

Why the app you’re using should be a stock you own ($RDDT)

Reddit has strong fundamentals (60%+ revenue growth, 31% net margins, $3B cash) driven by AI-powered improvements to ad targeting and content feed recommendations. The company can sustainably grow by increasing user frequency and ARPU without significant capital intensity, positioning it for substantial upside by 2027 under base and bull cases ($209-$327 per share).

1d
3d+6.6%
1w
1m
3m
6m
1y
original post →

End of results.