How do you folks practically approach considering buying the RDDT stock?
On one side, it's a healthy business, adoption and engagement are high and are expected to increase. Deals with Google and OAI that will drive even more users and customers to the platform.
Yet, on the other side, RDDT doesn't seem to have a clear path for increasing net revenue. They don't do targeted ads like Meta, no marketplace, and the current monetization drivers seem weak today and in the long term.
So if stocks are built on expectations people have that future demand will increase, and that it will drive the stock price up – it doesn't seem that optimistic right now, or I'm getting this totally wrong?
