Russell 2000 had gained 19% YTD
The biggest three positions in the index are:
Micron $MU
Bloom Energy $BE
Credo Trchnologies $CRDO
Even in small caps you are playing the ai theme.
TRUMP: PEACE DEAL DROPPING SUNDAY
Iran playing the usual timeline games, but the momentum is real.
De-escalation incoming = oil calming down = markets getting the green light
$DRAM will be $100 by year end and $250 by year end 2027
Why?
CapEx!!!
ltimeter just revised $GOOGL capex target for 2027 by 69%. They now assume Alphabet will spend $299B in capex in 2027
Buy all and any weakness in memory, storage and semi's
Will $RDDT end up like $SNAP five years from now?
Snap Inc. is down ~94% from its 2022 highs — but this isn’t just a “growth stock gone wrong” story. It’s a capital allocation story.
Over the past five years, $SNAP has averaged ~19.4% of revenue in stock-based compensation (SBC). Since going public, Reddit sits lower at ~15.5%. Still high — but the direction matters more than the level.
Reddit has cut SBC aggressively, down ~58% YoY ($802M → $343M), while Snap’s has stayed essentially flat at ~$1.01B YoY.
At the same time, Reddit is growing into that dilution — revenue is up ~69% versus just ~10% for Snap.
That’s the key difference: one is compounding while tightening discipline, the other is stagnating while maintaining it.
Reddit’s management is aligning far better with shareholders — and with a $1B buyback in place, they’re in a position to actually start shrinking the float as early as this quarter.
So, will $RDDT follow $SNAP's path?
Unlikely — this is shaping up to be a very different outcome.
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