RDDT

TikTok Sale Deadline Extended: President Trump has extended the deadline for ByteDance to sell TikTok's U.S. operations by 75 days, citing the need for further approvals and expressing a desire to work with China on the deal.

Interest from Potential Buyers: Various parties, including Oracle, Amazon, and private equity firms, have shown interest in acquiring TikTok's U.S. assets, while the Chinese government must approve any sale before it can proceed.

Investment Opportunity: The recent market selloff has made Pinterest (PINS) an attractive investment due to its low valuation, strong revenue growth, and a significant share repurchase program, with analysts projecting a potential upside of about 70% over the next year.

Business Performance: Pinterest is experiencing user and revenue growth, achieving its first billion-dollar quarter and increasing its active monthly users by 11%, while also planning to return capital to shareholders through a $2 billion buyback program.

Expansion of Partnership: Integral Ad Science (IAS) has expanded its partnership with Reddit to offer global advertisers enhanced measurement capabilities, including Viewability and Invalid Traffic Measurement, through IAS's Total Media Quality for Reddit.

Advertiser Benefits: The new features provide advertisers with greater transparency, comprehensive reporting, and AI-driven technology to ensure their campaigns reach real users in safe environments, enhancing the effectiveness of their media buys on Reddit.

Financial Reset in Your 40s: A 42-year-old Redditor facing divorce and raising three kids seeks advice on how to invest $250,000 for a fresh start, highlighting that thorough planning and disciplined investing can lead to financial recovery.

Investment Strategies Suggested: Commenters recommend low-cost S&P index funds, a mix of growth and dividend ETFs, and emphasize the importance of avoiding financial advisors for straightforward investment approaches.

White House Meeting on TikTok: The White House will hold a meeting with key officials, including President Trump, to discuss TikTok's future as it faces an April 5 deadline to secure a non-Chinese buyer or risk a U.S. ban.

Potential Buyers and Investments: Various American investors, including Blackstone Inc. and Oracle Corp., are in discussions to acquire TikTok's U.S. operations, while Trump has hinted at possible tariff relief for China to facilitate the sale.

Reddit Inc. Performance Overview: Reddit Inc. (RDDT) closed at $109.50, down 0.5%, underperforming the S&P 500's gain of 0.67%. The company has seen a significant decline of 30.86% in shares over the past month, while upcoming earnings are projected to show a drastic year-over-year decline in earnings per share.

Analyst Insights and Valuation: Reddit holds a Zacks Rank of #1 (Strong Buy), indicating positive analyst sentiment despite its high Forward P/E ratio of 94.5 compared to the industry average. The Internet - Software industry ranks well within the top 31% of all industries, suggesting potential for growth amidst current market conditions.

Investment Opportunities in Social Media: The recent stock market correction has created attractive investment opportunities in social media platforms like Reddit and Pinterest, which have seen their valuations drop due to concerns about a slowing advertising market.

Growth Potential: Both companies are positioned for significant growth; Reddit's user base is expanding rapidly with strong ad revenue potential, while Pinterest is focusing on visual discovery and positive community engagement, making it appealing to advertisers.

Goldman Sachs' Market Outlook: David Kostin has lowered the S&P 500 year-end target to 5,700 due to higher tariffs and uncertainty leading to slower earnings growth and lower returns.

Market Reaction to Tariff News: Wall Street is experiencing significant selling pressure as investors await details on Trump's tariff plans, with tech stocks like Nvidia facing severe declines amid concerns over AI spending and market conditions.

REDDIT INC Analysis: REDDIT INC (RDDT) has received a high rating of 71% from Validea's Value Investor model, which is based on Benjamin Graham's deep value methodology focusing on low P/B and P/E ratios, low debt, and solid long-term earnings growth.

About Benjamin Graham: Benjamin Graham, known as the "Father of Value Investing," significantly influenced the investment world and mentored renowned investors like Warren Buffett, achieving impressive annual returns during his investment career.

CEO Addresses Financial Rumors: Perplexity CEO Aravind Srinivas denied online speculation about the company's financial troubles and clarified that recent changes, like the introduction of Auto mode, are aimed at enhancing user experience rather than cost-cutting.

Company Growth and Future Plans: Srinivas confirmed that Perplexity is financially stable with growing revenue, has no plans for an IPO before 2028, and is in discussions to raise up to $1 billion, potentially doubling its valuation to $18 billion.

Investor Portfolio Dilemma: A Reddit user with a $14,228 portfolio heavily invested in tech stocks like Tesla and Nvidia is seeking advice on whether to hold or sell high-risk stocks and how to diversify his investments.

Community Recommendations: Many commenters suggest diversifying away from tech-heavy holdings by investing in broader ETFs and stable dividend-paying stocks, while advising against holding onto risky assets like Tesla, Coinbase, and MicroStrategy for the long term.

REDDIT INC Analysis: REDDIT INC (RDDT) has received a high rating of 71% from Validea's Value Investor model, which is based on Benjamin Graham's deep value methodology focusing on low P/B and P/E ratios, low debt, and solid long-term earnings growth.

About Benjamin Graham: Benjamin Graham, known as the "Father of Value Investing," significantly influenced the investment world and mentored renowned investors like Warren Buffett, achieving impressive annual returns during his investment career.

CoreWeave IPO Performance: CoreWeave's stock debuted on the Nasdaq at $39 per share, below its IPO price of $40, despite being the largest tech IPO in the U.S. since 2021 and raising $1.50 billion.

Market Context and Investor Sentiment: The IPO occurred amid a declining market, with significant drops in major indices and growing uncertainty around tariffs and the economy, leading to cautious investor sentiment towards AI and data centers.

AppLovin Stock Decline: AppLovin's stock fell 20% after allegations from a short seller regarding its digital ad practices and potential policy violations, but Wells Fargo analyst Alec Brondolo defended the company, maintaining a positive outlook with an Overweight rating.

Concerns and Defense: The short seller's report raised issues about user data misappropriation and high client churn rates; however, Brondolo countered these claims by highlighting the majority of new e-commerce clients and questioning the validity of the alleged policy violations.

CoreWeave IPO Details: CoreWeave priced its shares at $40 in its IPO, raising $1.5 billion, marking the largest U.S. tech offering since 2021, despite initially aiming for a higher price range that would have valued the company at approximately $26.5 billion.

Market Context and Competition: The IPO is seen as a significant test for tech startups amid a challenging market environment, with CoreWeave competing against major players like Amazon, Microsoft, and Google while reporting substantial revenue growth but also a significant net loss.

AppLovin Stock Decline: AppLovin's stock (APP) dropped 20% on March 27, marking its steepest one-day decline since going public in 2021, as concerns about its advertising practices and app store policy violations were raised by multiple short sellers, including Muddy Waters Research.

Analyst Ratings and Future Outlook: Despite the recent turmoil, AppLovin holds a consensus Moderate Buy rating among analysts, with an average price target suggesting a potential upside of over 105% from current levels.

AppLovin's Stock Decline: AppLovin's shares fell 20% after a report from Muddy Waters Research raised concerns about the company's ad practices, claiming they violate app store rules and involve unauthorized data extraction. This marks the largest drop in the company's history, following a significant stock surge last year.

Response to Short-Selling Claims: CEO Adam Foroughi defended AppLovin's technology against allegations of fraudulent tactics and criticized short-sellers for spreading misleading information. The company is facing scrutiny regarding its revenue growth and customer retention rates, with claims of a 23% churn rate among advertisers.

Insider Trading Activity: Andrew Vollero, CFO of $RDDT, sold 14,671 shares for approximately $1.8 million, representing about 2.5% of his holdings, while insiders have predominantly sold shares in the past six months with 388 sales and only 3 purchases.

Analyst Ratings and Institutional Activity: In recent months, 12 firms have issued buy ratings for $RDDT stock, with a median price target of $112, while 340 institutional investors increased their positions and 152 decreased them in the last quarter.

REDDIT INC Analysis: REDDIT INC (RDDT) has received a high rating of 71% from Validea's Value Investor model, which is based on Benjamin Graham's deep value methodology focusing on low P/B and P/E ratios, low debt, and solid long-term earnings growth.

About Benjamin Graham: Benjamin Graham, known as the "Father of Value Investing," significantly influenced the investment world and mentored renowned investors like Warren Buffett, achieving impressive annual returns during his investment career.

Stock Performance: Reddit Inc. (RDDT) closed at $125.43 with a slight increase of 0.39%, but has experienced a significant decline of 24.54% over the past month, underperforming compared to the broader market indices.

Earnings Outlook: The upcoming earnings report is projected to show a substantial decrease in EPS by 93.1% year-over-year, while revenue estimates indicate a growth of 54.15%. Reddit Inc. currently holds a Zacks Rank of #1 (Strong Buy), suggesting positive analyst sentiment despite high valuation ratios.