最近把 $RDDT 加进了观察列表。YTD 40%的回调,但是基本面依然强劲,尤其是夸张的毛利率和不错的增长速度。 核心的争议(利空)是最近的董事会/insider频频卖出股票被。直到Director Sarah Farrell买入价值 $1.38 million的股票。 市场在炒作的数据授权 / API目前占比不到10%,但是高速增长中(>100% YoY)。Reddit的长文本 + 语境 + 互动对 LLM 来说是极高价值训练数据。
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