$RDDT was already our biggest position coming into this week... we just added to our position (quite substantially) after reviewing the final alt data numbers for Q2 (from multiple sources) as well as early Q3 alt data. All of the alt data sources we're paying for have Q2 revenues at 55-60% YoY vs consensus at 46% YoY. On top of that it looks like revenue growth is accelerating through the first 10 days of Q3 (still early) I can't think of another internet/tech company that has more positive catalysts on the horizon than $RDDT -- 1) Q2 beat & raise 2) Q3 beat & raise 3) S&P 500 inclusion 4) new deal with Anthropic 5) revised/bigger deal with Gemini 6) revised/bigger deal with OpenAi 7) multiple expansion I have $RDDT doing $7.60 EPS this year which is 67% YoY growth... this means $R
View on X ↗