Some of the stocks Ill be buying in the upcoming dip 1) $RGTI -Rigetti computing 2) $GME 3) $RBLX 4) $SOUN 5) $HOOD 6) $RDDT

Reddit, $RDDT, cofounder Alexis Ohanian has said that companies dropping DEI will quickly reverse their decisions. Ohanian criticized companies for abandoning DEI, calling it a short-sighted trend, per BI.

Reddit, $RDDT, finished the day up 14%. It is down 42% in last month.

Reddit, $RDDT, was the stock most down today in the market. It closed down 20%. It is down 52% in last month.

昨天卖了 $RDDT $NBIS $CRDO 的 put。要是行权了，我会很高兴。

$RDDT 趁市场发疯，卖了点 put，希望将来能行权。 Reddit 作为一个天天要上的网站，不弄点现货来，说不过去。

Earnings Summary (Q4 & Guidance) 📊 Beats & Positive Outlook 🟢 ✅ HubSpot ( $HUBS): EPS $2.32 (est. $2.19), revenue $703.2M (est. $673.3M). Q1 & FY revenue guidance slightly below estimates. ✅ MKS Instruments ( $MKSI): EPS $2.15 (est. $1.95), revenue $935M (est. $914.2M). Q1 guidance mixed. ✅ Pega Systems ( $PEGA): EPS $1.61 (est. $1.46), revenue $490.8M (est. $470.7M). FY guidance slightly below estimates. ✅ Q2 Holdings ( $QTWO): EBITDA $37.6M (est. $35.5M), revenue $183M (est. $179.9M). Guidance above estimates. ✅ Sony ( $SONY): Raises profit forecast 2% to 1.34T yen ($8.7B). Gaming unit profit +37%. Sold 9.5M PS5 units (vs. 8.2M YoY). ✅ Dutch Bros ( $BROS): EPS $0.07 (est. $0.02), revenue $342.8M (est. $317.8M). FY revenue & EBITDA guidance above estimates. ✅ MGM Resorts ( $MGM): EPS $0.45 (est. $0.30), revenue $4.3B (est. $4.27B). Strong demand in 2025, BetMGM expected to be profitable. ✅ Royal Caribbean ( $RCL): $1B buyback & 36% dividend increase. ✅ Service Corp. ( $SCI): EPS $1.06 (est. $1.05), revenue $1.093B (est. $1.08B). Invested $181M in funeral home/cemetery acquisitions. FY EPS guidance $3.70-$4.00 (est. $3.93). ✅ Pilgrim’s Pride ( $PPC): EPS $1.35 (est. $1.15), EBITDA $525.7M (est. $487.85M). Revenue below estimates at $4.372B (est. $4.589B). ✅ Molson Coors ( $TAP): EPS $1.30 (est. $1.13), revenue $2.74B (est. $2.7B). FY net sales expected to grow. ✅ AppLovin ( $APP): EPS $1.73 (est. $1.24), revenue $1.373B (est. $1.264B). Guides Q1 revenue $1.355-1.385B (est. $1.321B). ✅ Cisco ( $CSCO): EPS $0.94 (est. $0.91), revenue $14B (est. $13.87B). Increases dividend & buyback. Raises FY25 EPS & revenue outlook. ✅ Cognex ( $CGNX): EPS $0.20 (est. $0.16), revenue $230M (est. $220.7M). Q1 revenue guidance below estimates. ✅ Deere ( $DE): EPS $3.19 (est. $3.11); revenue $8.51B (-30% y/y, but beats est. $7.89B). FY25 sales decline expected in all divisions. ✅ Advanced Energy ( $AEIS): EPS $1.30 (est. $1.10); revenue $415.4M (est. $394.2M). Q1 guidance slightly above estimates. ✅ Williams Energy ( $WMB): EPS $0.47 (est. $0.45). Raises FY25 EBITDA guidance to $7.45B-$7.85B. ✅ Paycom Software ( $PAYC): EPS $2.32 (est. $1.97); revenue $493.8M (est. $408.8M). FY EBITDA & revenue guidance in-line. ✅ Reddit ( $RDDT): EPS $0.36 (est. $0.25); revenue $427.7M (+71% y/y, est. $405.5M). Q1 guidance above estimates. ✅ Robinhood ( $HOOD): EPS $1.01 (est. $0.52); revenue $1.01B (est. $951.8M). AUC up 88% y/y, user revenue up 102%. ✅ Curtiss-Wright ( $CW): EPS $3.27 (est. $3.09); revenue $824M (est. $789.6M). Strong FY25 guidance. ✅ Casella Waste ( $CWST): EPS $0.41 (est. $0.16); revenue $427.5M (est. $419.5M). FY25 revenue & EBITDA guidance above estimates. ✅ Hubbell ( $HUBB): Announces $500M share buyback. Mixed Results 🟡 ⚠️ Antero Resources ( $AR): EPS $0.26 (miss, est. $0.29); revenue $1.194B (beat, est. $1.17B). Raised production targets, lowered capital budget. ⚠️ GE HealthCare ( $GEHC): EPS $1.45 (est. $1.26); revenue $5.32B (in-line). Sees FY25 revenue up 2-3%, cautious on China tariffs. ⚠️ GXO Logistics ( $GXO): EPS $1.00 (est. $0.94); revenue $3.3B (est. $3.22B). FY25 EPS guidance below estimates. ⚠️ Manitowoc ( $MTW): EPS $0.10 (miss, est. $0.12); revenue $596M (miss, est. $600.1M). FY25 EPS guidance below consensus. ⚠️ Equinix ( $EQIX): AFFO/share $7.92 (est. $8.09), revenue $2.261B (est. $2.274B). FY guidance below estimates. ⚠️ Trade Desk ( $TTD): EPS $0.59 (est. $0.56), revenue $741M (est. $758.9M). Q1 guidance below estimates. ⚠️ Nestlé ( $NSRGY): Sales 91.35B francs (-1.8%), profit 10.88B francs (-2.9%). Growth driven by price hikes but warns of lower 2025 margins. ⚠️ Nissan ( $NSANY) & Honda (HMC): Terminated merger talks from December 2023. ⚠️ Rollins ( $ROL): EPS $0.23 (est. $0.23), revenue $832M (est. $817.5M). Operating income missed estimates ($151M vs. $160.4M). ⚠️ Wyndham Hotels ( $WH): EPS $1.04 (est. $0.99), revenue $341M (est. $344.47M). Guides FY RevPAR growth 2-3%. FY EPS $4.66-$4.78 (est. $4.78). Misses & Weak Guidance 🔴 ❌ 10X Genomics ( $TXG): EPS (-$0.40) (miss, est. -$0.11); revenue $165M (in-line). FY25 revenue guidance slightly below consensus. ❌ Albemarle ( $ALB): EPS (-$1.09) (miss, est. -$0.67); revenue $1.2B (miss, est. $1.34B). Plans cost cuts & production shifts. ❌ Tyler Technologies ( $TYL): EPS $1.49 (est. $1.61), revenue $541.1M (est. $540.5M). FY revenue guidance below estimates. ❌ Fastly ( Earnings Summary (Q4 & Guidance) 📊): EPS (-$0.03) (est. $0.00), revenue $140.58M (est. $138.63M). FY25 EPS & revenue guidance below estimates. Color Code: 🟢 Beat ✅ | 🟡 Mixed ⚠️ | 🔴 Miss ❌

New: @defianceinvest has just filed to launch two more 2x leveraged single stock ETFs. One on $DJT (Trump Media) and one on $RDDT (Reddit)

$RDDT - REDDIT: STARTING MONDAY, WE’RE ROLLING OUT A TEST OF REDDIT ANSWERS - BLOG REDDIT: WITH REDDIT ANSWERS, REDDITORS CAN ASK QUESTIONS AND RECEIVE ANSWERS USING A NEW, AI-POWERED CONVERSATIONAL INTERFACE

DAILY RECAP • Copart Inc. ( $CPRT): Q1 EPS $0.37 met estimates, revenue $1.15B vs $1.1B expected. • Gap Inc. ( $GAP): Q3 EPS $0.72 beat est. $0.58, sales $3.8B as expected, comps +1%, gross margin 42.7%. FY sales growth forecast +1.5-2.0%, gross margin up +220bps, op expenses $5.1B. • Natural Grocers ( $NGVC): Q4 EPS $0.39, sales $322.7M; FY25 expects same-store sales growth +4-6%, EPS $1.52-1.60, dividend increase to 12c/share. • Ross Stores ( $ROST): Q3 EPS $1.48 vs $1.40, sales $5.071B vs $5.146B, comps +1%. Q4 expects EPS $1.57-1.64, FY EPS $6.10-6.17, Q3 operating margin 11.9%. • Mueller Industries ( $MLI) moves to S&P MidCap 400, replacing Texas Pacific Land (TPL). • Atlas Energy Solutions ( $AESI) joins S&P SmallCap 600, replacing Mueller Industries. • Texas Pacific Land ( $TPL) advances to S&P 500, replacing Marathon Oil (MRO). • BGC Group ( $BGC): Howard Lutnick to divest and resign from roles upon Senate confirmation; corporate structure unchanged. • CBRE Group ( $CBRE): Announces a $5B stock repurchase program. • Intuit ( $INTU): Q1 EPS $2.50 vs $2.35 est., revenue $3.283B vs $3.139B est.; Q2 guidance below consensus, FY guidance unchanged. • Reddit ( $RDDT): Shares drop due to Advance Magazine Publishers offering shares at $145.38-$148.54 each, valuing offering at up to $1.2B. • SL Green Realty Corp ( $SLG): Files for mixed securities shelf registration. • Replimune ( $REPL) submitted a BLA to the FDA for RP1 combined with nivolumab to treat adults with advanced melanoma post-anti-PD1 therapy. • Elastic ( $ESTC): Q2 EPS $0.59 vs $0.38 est., revenue $365M vs $356.52M est.; Q3 revenue guide $367-369M, EPS $0.46-0.48; FY revenue $1.451-1.457B, EPS $1.68-1.72. • NetApp ( $NTAP): Q2 EPS $1.87 vs $1.78 est., revenue $1.66B vs $1.64B est.; Q3 EPS guidance $1.85-1.95, revenue $1.61B-$1.76B; FY25 EPS raised to $7.20-$7.40, revenue to $6.54B-$6.74B, operating margin to 28-28.5%. • Apple ( $AAPL): EU closes investigation into Apple's App Store audiobook practices after complainant withdrew. • Warner Music Group ( $WMG): Files for mixed securities shelf registration.

$RDDT - REDDIT HIRES FORMER GOOGLE AD EXECUTIVE IN SMALL-BUSINESS PUSH

$RDDT REDDIT TEAMS UP WITH THE NFL, NBA TO BOOST REVENUE - THE INFORMATION