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AI is powered by GPUs and this
Investor summaryBullish
Author goes long RDDT, arguing Reddit users' 20 years of data creation is as valuable as NVDA's hardware investment.
Bull points
- Reddit's user base has organically generated massive, valuable AI training data over 20 years.
- RDDT is positioned to capture value from AI companies needing this proprietary data.
Bear points
- The post relies on meme logic; user-generated data doesn't guarantee corporate monetization.
- Contrasts RDDT's theoretical data value with NVDA's tangible, billions-dollar hardware reality.
Post body
NVIDIA spent billions building the hardware.
Reddit users spent 20 years creating the training data.
One of them got paid.
Position: Long RDDT
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