**Charles Dickens here (tl;dr at the end):** *Thanksgiving 2026. Your electric car just auto-parked (still no flying cars, thanks Elon). Walking in, you hear uncle Dave's voice over the turkey: "This readit thing is amazing! Found out how to fix my garage door on the DIY subbit last week. Bought some shares at $300 when my buddy at Fidelity wouldn't shut up about it. Hey, weren't you always on this reddit site?"*
The same RDDT that's now everyone's go-to for actually useful answers instead of SEO garbage that used to trend at the top of search results. The site you're still checking 47 times a day.
# Let's Rewind to 2024 When You (Maybe) Missed It
Here are the numbers staring you in the face right now:
* 90% margins (better than Google, thanks to text-based content and mods)
* 68% revenue growth year over year
* 97.2M daily users growing 47% annually
* Data licensing up 547% (turns out our shitposting has value)
* Wall Street quietly loading up (+122% institutional ownership change)
[⭐ Former CEO Yishan casually dropped the blueprint 3 weeks ago](https://www.reddit.com/r/stocks/comments/1gomnhh/comment/lwnsl9e/): *"Reddit is one of the largest actually-useful-content sites on the internet. That by itself is a moat."* **and** *"In Reddit's case, the core strength is that basically everyone else gave up on the "classic internet" of true user forums and all the richness that comes with that. The fact that everyone now appends "reddit" to their search queries means that Reddit just accidentally ate search, while AI search is still unreliable."*
While other platforms chased AI chatbots, Reddit doubled down on being the place for real human knowledge - **and they are now getting paid for this by -all- ML/AI providers to train their models in an ongoing way.** Why should it stop? Imagine if Google stopped indexing the web in 2021, how useful would it be?
# Congratulations, You Had Alpha and (Maybe) Acted Like a Beta
Alpha, aka you can beat the market due to "not yet fully priced in". For once in your life, you actually had insider information and a headstart. You've been using this platform daily for years, watching it grow, survive blackouts and rebellions, seeing the engagement firsthand. Everyone said at one point "that is enough, I'm leaving", and yet here we are.
Look at the institutional ownership story (based on Finviz data)
* Pinterest: 77%
* Snap: 51%
* Reddit: 39%, and growing crazy (+122% increase, mostly since the Q3 number revelation)
Translation: Those Chad analysts who just "discovered" Reddit still have % of buying to do just to match other social platforms. The same guys writing [$200 price targets (and $300 bull cases)](https://www.nasdaq.com/articles/reddit-upgraded-overweight-equal-weight-morgan-stanley) are probably reading this post right now for their next investment thesis, updating their PowerPoints about "untapped market potential" and "engagement metrics" that you've been seeing firsthand for years.
They're figuring out that:
1. The platform has better margins than Google (90%) - thanks to mostly text-based content
2. Growing faster than Pinterest or Snap ever did - thanks to Google-vouch and ML localization
3. With the latest AI-craze, their non-stop, text-base, perfectly crawlable human content can be heavily licensed ($)
For once, you were early to something. You had the inside track. And you're letting Patagonia-vested-dudes steal your lunch money while he expense-accounts his at Sweetgreen.
# The Path to $100B You Should Have Seen Coming
Pinterest peaked at $50B showing wedding cakes. Twitter sold for $44B before becoming whatever it is now. Reddit at $26B:
* Actually profitable
* Better margins than both combined
* Still only using 1/3 to 1/2 of potential ad space compred to others
* Machine learning translation rolling out to 30+ countries (tests in France showed +50% growth)
* The only major platform still growing users at 47% YoY
* See chart below: **relative** Google Trend (per platform) shows RDDT is more trending than ever before
[Again, RELATIVE growth of Google Trends. But look at that beautiful, solid, robust orange growth.](https://preview.redd.it/3ezc3gvh4t4e1.png?width=898&format=png&auto=webp&s=1a0a784c76756a8ba2c9067de459a2e0665ead30)
# TL;DR
RDDT is now profitable, growing 47% YoY with 90% margins, institutions are loading up fast, and you're reading this on their platform right now, thinking you missed the boat at $150 - newsflash: you didn't (yet). [Ex-CEO yishan dropped DD 3 weeks ago ](https://www.reddit.com/r/stocks/comments/1gomnhh/comment/lwnsl9e/)explaining why it's a money printer. Don't be the guy havinig to explain to your friends & family in 2026 why you missed out.
*And of course this is* ***not*** *actual investment advice, just a lengthy thanksgiving story.*