The creator suggests Google has upside potential by renewing its data contract with Reddit at a higher price.
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The creator discusses Reddit's (RDDT) decision to stop its AI deal with Google, which caused the stock to d...
Jul 23, 2026
The creator discusses Reddit's (RDDT) decision to stop its AI deal with Google, which caused the stock to drop 8%. Despite the drop, the creator views this as a buying opportunity, arguing that the market is overreacting to the loss of a $60 million annual contract and underestimating the value Reddit brings to Google. The creator believes Google will likely renew the contract for a higher amount, presenting upside for Reddit's stock.
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The creator views the recent 8% drop as an overreaction and a buying opportunity, citing that the market is mispricing the contract value.
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RDDTbuy opened Jul 23, 2026
-13.25%