Reddit hotshot AI 2: The money is going from the algorithm to the application level

Original by:Security-Leating-4542

Original language: Deep tide TechFlow

In recent days, the Reddit United States stock community r/stocks have generated a lively debate - with the completion of the AI infrastructure unit, represented by the NVDA, a growing number of investors are paying attentionTHE REAL CONVERSION OF AI TO A PROFIT-BASED APPLICATION COMPANYIt is believed that a new round of rotations is under way。

The topics frequently mentioned in this round include:

Poster:

NVDA AND ALL AI INFRASTRUCTURE STOCKS HAVE APPARENTLY COMPLETED THEIR MASSIVE RISE。

I'M BEGINNING TO WONDER IF MONEY IS FINALLY TURNING TO COMPANIES THAT REALLY USE AI TO INCREASE THEIR PROFIT MARGINS。

CURRENT FOCUS IS ON RDDT, SNOW, NOW AND SHOP。

IT'S OBVIOUS THAT RDDT IS AT THE HEART OF THE DATA PROVIDER, AND THE BASICS DO SEEM STRONG. SNOW'S CRAZY JUMP AFTER THE FINANCIALS MEANT THE MARKET BOUGHT ITS NEW AI PRODUCT. NOW AND SHOP ARE TRYING TO INTEGRATE AI INTO THEIR OWN PLATFORM -- PURELY FROM A GRAPHIC POINT OF VIEW, BOTH SEEM TO BE A GOOD REBOUND。

What else do you have on your watch list? Is there anything worth studying

Partially representative responses to comments:

DeathStar 81 (10 hours ago):RDDT IS LITERALLY BREAKING THROUGH. THE BASICS ARE TOO STRONG TO PRESS. 70% INCREASE IN REVENUE, 90% PROFIT, PEG RATIO BELOW 1。

Ambitious Traffic530 (11 hours ago):Reddit, it's gone up a lot these days, and now it's worth buying or waiting for callback

tobybels:  Reddit has been convulsing from the same zone - after falling from 120-130, it was rolled around 140-150 and then pulled up to 160-170. Any place in this block can be bought. I've been holding RDDT, 2,000 shares, at 170, so you're buying cheaper than me now。

ShowerMotor (12 hours ago):It's okay to say I'm conservative, but I think the second wave is a semiconductor, and the third wave is a super-large cloud manufacturer and Mag7... boring stuff. I plan to transfer most of the warehouses to NASDAQ next year, and then hold them until no time。

AlleStaff5051 (11 hours ago):Additional background:All LLM models are trained with Reddit data。Anthropic and Permexity are not paying, and there is clearly an ongoing lawsuit against them。

PotatoAjacent 104937 (12 hours ago):If you are this logic, Palantir should be on your list. I hold Palantir, but it feels like their government contracts are slowing down. The last fiscal year saw an increase of 84 per cent over the previous year ' s revenue collection, while the commercial collection increased by 133 per cent over the same period。

Last year it felt like Palantir had a new contract headline every day, but the numbers didn't lie

Zipski577:  Defence/AI expenditures are increasing each year and Palantir ' s share is increasing every year. I used to think that business was the best chance, that it was highly overestimated, but remodeling after an in-depth study of government contracts and historical data, the target price of over $200 seemed very realistic。

Hoosier2016:& nbsp; META too. They've made a lot of money with AI ad-advertising orientation。

🔴 MULTI-HEAD SUMMARY: RDDT IS THE STRONGEST LOGIC OF THE WAVE

Reddit (RDDT) was the hottest discussion in the community, with many views focused on itData moatUP — Almost all mainstream large language models (LLLM) use Reddit data for training, while companies such as Anthropic, Perplexity have not yet paid and related litigation is proceeding. According to supporters:

• REVENUES INCREASED BY 70 PER CENT, MĀORI BY 90 PER CENT, PEG BY CLOSE TO OR BELOW 1, AND VALUATIONS ARE STILL UNDERVALUED
• And as LLM infiltrates into the power business scene, Reddit will continue to move the value of the data as "the trust zone for real human feedback." High
• The stock price is currently convulsing between 140 and 170

The point of disagreement: how deep is Reddit's moat

Investors have also expressed reservations that data may not be of high quality, that a large number of new models have shifted to fine-tuning the SLM on existing data sets, that Reddit content itself is questionable and that the bargaining power of large technology firms is overestimated。

For example:

Tyrannos Pyros (8 hours ago):I'VE COMPLETELY CLEARED THE RDDT BECAUSE IT'S NOT GOOD ENOUGH FOR ME TO PUT MORE MONEY INTO AMD AND TSMC. THE DATA MOAT IS SERIOUSLY EXAGGERATED. MOST NEW MODELS ARE CREATED BY FINE-TUNING LLM ON EXISTING DATA SETS. THEY'RE WELL PAID FOR ADVERTISING, BUT I DON'T THINK THEY HAVE MUCH BARGAINING POWER OVER BIG TECHNOLOGY COMPANIES。

Fireballsdude:  I really don't understand why some people think that LLM has crawled over Reddit's existing data set, which means that the supply of fresh data is not important. LLM will not be just business-oriented, but they will also be electricians as another source of realization for these huge investments。

I don't know

• META: AI Auxiliary advertising orientation has significantly improved liquidity efficiency, with some investors viewing markets as being over-received by the failure of the meta-cosm and high CapEx, with opportunities for underestimation at present
• Palantir (PLTR): The latest financial report shows government revenue +84 per cent, business revenue +133 per cent, which is strong, but partial investor perception does not match news heat
• Snowflake (SNOW): 30% + , AI DATA PRODUCTS ARE RECOGNIZED IN THE MARKET, BUT THERE'S ALSO A LAMENTATION THAT IT'S TOO LATE
• Semiconductor and super-large cloud factory Business: Some old-school investors believe that the second wave is still a semiconductor, and the third wave is only for Google, Apple, and Mag7, suggesting direct purchase of a finger 100 long-term holdings

Professional perspective. What does the options market think about the wheel

A user in the comment area fromVolatility CurveA more professional analysis is provided: the rate of volatility has been reduced following the financial statements of the Infrastructure Unit (e.g., Weidar, Dale) and the market has reached a consensus on the direction of CapEx expansion

AND THE UNCERTAINTY OF APPLYING LAYERS ISTwo-wayThe implicit volatility structure is not as upward as the infrastructure unit. Therefore, instead of the option-weighted application layerJust buy these stocksCleaner。

This discussion reflects the core differences of the current market:AI, INFRASTRUCTURE MONEY'S ALREADY MADE. WHERE'S THE NEXT TEN TIMES

Most participants tend to believe that the logic of realization of the application layer is becoming clearer, but the catalyst is not yet fully realized. RDDT is the target of the greatest concern because of its unique data assets, while META, Palantir is supported by the already landed AI liquidity。