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RDDT · Reddit

AI data licensing and advertising firing on both cylinders, DAUq hitting record highs — Reddit's valuation story is being rewritten from "ad platform" to "AI data + ads."

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RDDT · Reddit — AI data licensing and advertising firing on both cylinders, DAUq hitting record highs — Reddit's valuation anchor is being rewritten from "ad platform" to "AI data + ads."

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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