Kyle Reed

People focusing on $RDDT DAU number are missing the fact that ARPU is going up 36% YoY. This is a company making a lot of money and growing its business very nicely. And take out the 15% of the company's market cap that is cash on its balance sheet, and the valuation is really becoming silly.

$RDDT is a story of people who think DAU is the be all end all number. It is not. Patience will reward those who understand how to read the financials. Trading around 12X earnings when growing EPS 40%. Way too cheap.

We are just living in a bizarro world where $RDDT sells off 20% on the report they just gave. Was it perfect? Far from it. But the shares were already heavily discounted. I'm nibbling here on the way down and will see how the shares act tomorrow to see if I want to go bigger.

$RDDT is way too cheap here at $130. Earnings are this evening, and I expect them to be very good - beat and raise. All indicators point to a solid ad market and increasing share for RDDT. With their growth rate, their current valuation is absurd. In a better market environment, they'd be much higher.

Thanks for the update! Looking forward to getting this valuable source of info back on track. Appreciate your efforts!

I think the $TMDX flight tracker by @SingularityRes is not accurate at the moment. The site was updated recently, and I think something may have happened to cause it to miss flights. A few checks of ADS-B data show flights that are not showing up on the tracker. Not sure how big the issue is but I would not base trading decisions on it at the moment.

Have you bailed on $TMDX? I wouldn't criticize you if you did. It's a frustrating hold and not one for the impatient. There are certainly opportunities out there to grow your capital faster. I continue to hold it (as a large position - but much smaller than it used to be) because I like the diversification and because I haven't seen anything to indicate the business is in any way broken. As far as I can tell, the business is progressing just as Waleed has described the plan. I'll be listening very closely to the Nov 5 earnings call to make sure that continues to be the case. I generally tend not to sell stocks because the shares are broken. I prefer to sell only when the business is broken. But I have a longer time frame than most. Patience is my superower.

Scientists say that global warmingstaved off an ice age that was on its way. I'd say that's good news. Keep burning those fossil fuels! issuesinsights.com/2026/10/2…

Democrats have promised to take govt contracts from his companies, investigate him, prosecute him, jail him, deport him and confiscate his wealth. Is it any surprise he is trying to help Republicans win?

October flights are a little light for $TMDX. They are still on track to do 15% more than October 2025 but it doesn't look like October will beat September. Earnings are on Nov 5, so we'll see if Q4 gets off to a strong enough start to let Waleed raise full year guidance.

Very solid quarter from $SOFI with a nice raise of 2027 guidance. Their execution over the past couple of years has been stellar. In a better macro environment, the shares would be hitting new highs. SOFI Q3 2026 EARNINGS: - Revenue: $1.4B, +44% YoY - Adj. EPS: $0.18, +64% YoY - Adj. EBITDA: $469.8M, 70% YoY - Members: 17.1M, +35% YoY FY27 Guide: - Revenue: $6.4B (Est. $6B) - EPS: $0.90 (Est. $0.82) - EBITDA: $2.24B - Net Income: $1.28B

Brazilian market getting slaughtered today on Lulu's rigging an election victory, including $NU down 19%. If it stands, there is a good chance that this does long-lasting damage to the country's economic standing. The country may be uninvestable for a while. Stay tuned.