Reddit Posts
TKVR Financials look like a dream, exciting business. Research (DD) *MUST READ*
TKVR (DD) *Must Read* Financials look like a dream
Affordable franchises for high school level education.
Tech giants $ROKU, $TSLA, and $SQ battle it out for the title of best growth stock
Ahoy Its been a while, UXIN looks good to squeeze
Few businesses have a globally scalable platform like the Trade Desk that benefits from winner take most dynamics.
DSP. Number 1 on gamma squeeze leaderboard. Down 80% over the last year. 3:1 call to put ratio and buy ratings and $16 PT… seems like a good entry point.
$MRVL (Marvell Technology, Inc) work in progress DD: the datacentre semi-conductor company that will light a fire in your anooos.
First Graphene (ASX:FGR, OTCQB:FGPHF) confirms strong quarter (94% revenue growth), looks ahead to greater commercial success.
$CRTO - Deep value + High quality + Short squeeze play
Rivian customers who pre-ordered electric SUVs and trucks were able to buy pre-ipo shares and made millions from IPO pop
Robinhood expands offering that allows retail investors to buy into IPOs
This needs to be said - and is a tough pill to swallow. Buy and hold is not guaranteed to cause MOASS nor is a market crash. Apes can beneficially own hundreds of multiples of the float, but beneficial ownership of the float does absolutely nothing to their ability to short the stock and reset FTDs.
Next short squeeze candidate DSP 70% short
Mentions
Credo makes optical DSP ASICs, too.
I see Credo DSP in their pluggable.
This guy knows nothing about amazon's business model. Also, amazon doesn't hire non-legal employees. If someone illegal is driving a delivery van, they are working for a DSP which IS NOT amazon, thats a 3rd party. My man, this isn't even like secret knowledge, its on their corporate site.
This post by another Redditor does a good job of that. Updated Thesis on The Trade Desk (TTD) Hello, Since my last post a month or so ago, TTD has continued to fall. As such, I have increased my position size to over 1,000 shares at a low 40s average and will continue to accumulate as long as we remain at this price level. I wanted to give a more nuanced update based on my thesis based on what I read from the previous post. # Valuation: This is where people remain the most critical of TTD, valuation. The stock now currently trades at a PE of \~42 on a GAAP basis. I hear, why not buy Amazon instead? Why not buy Google? Why not buy Meta? They also have advertising businesses and their stocks are trading at a cheaper PE! Let's look into the future, pulling data from the Nasdaq. ([https://www.nasdaq.com/market-activity/stocks/ttd/price-earnings-peg-ratios](https://www.nasdaq.com/market-activity/stocks/ttd/price-earnings-peg-ratios)). These are future estimated PE on a GAAP basis. Current estimated PE for 2026: 29.32 Current estimated PE for 2027: 22.62 Let's compare Amazon, Meta, and Google: **Amazon:** Current estimated PE for 2026: 28.85 Current estimated PE for 2027: 23.73 **Google:** Current estimated PE for 2026: 28.25 Current estimated PE for 2027: 24.33 **Meta:** Current estimated PE for 2026: 21.26 Current estimated PE for 2027: 18.98 As you can see, only Meta trades at a cheaper forward PE for 2027. However, the growth rate for TTD in terms of EPS is much more rapid, and in the next 5 years will be substantially cheaper (if you extrapolate the data). However, with all this being said, this is valuing TTD as a "value stock" and not as the growth compounder it is. Its expected revenue growth rate is being expected to be roughly 16% YOY for the next 5 years. It is difficult to value growth stocks as value stocks, as their focus is on top line expansion. Using P/S, TTD is trading at a multiple of 6.5. That is very low for a growth stock. # Future Growth & Competition: One of the biggest concerns is that TTD's growth story is over, and that Amazon will simply overtake. Why? Simply because Amazon's DSP is "cheaper". However, head over to "[r/programmatic](https://www.reddit.com/r/programmatic/)" and see what people there think of Amazon's DSP. **Here are some comments:** "Dumpster fire of a DSP. My team works in it daily and they loathe it. The only thing it’s good for is their walled garden supply and data" ([https://www.reddit.com/r/programmatic/comments/1m1cz55/looking\_for\_feedback\_on\_amazon\_dsp\_compared\_to/](https://www.reddit.com/r/programmatic/comments/1m1cz55/looking_for_feedback_on_amazon_dsp_compared_to/)) "Amazon can take jabs at the other two all they want. Nobody in the press will talk about how crap their platform is, because they're not the ones in it. It constantly crashes every browser. It is not flexible with complex audiences or geotargets which you have to recreate every single time. It's invoicing systems are broken. It's reporting interface and features are one of the worst I've ever seen." "Free head to head tests are fine, but wait till the activation teams have to run reports on that dogshit platform. TTD premium is worth it for their far far far superior reporting options." ([https://www.reddit.com/r/programmatic/comments/1ojc8qz/amazons\_punching\_google\_with\_one\_hand\_and\_the/](https://www.reddit.com/r/programmatic/comments/1ojc8qz/amazons_punching_google_with_one_hand_and_the/)) With respect to their Amazon ads business, Amazon focuses on their sponsored listenings and their Prime Video supply (which competes with Google, Netflix, Disney etc). Their DSP is not a priority, and its goal is to funnel advertising budgets into their own inventory, which then they charge a hefty premium on. Their partnerships with Netflix for instance, don't roll out until this quarter. We have to see what happens, but it is obviously against Amazon's interest if adspend is going to Netflix over Prime Video. **To be transparent, there are some posts critical of TTD, but it is mostly due to their price.** People, and ad-agencies, see that TTD's cost is much higher than Amazon's. So what has TTD done? Well, for the first time ever, they're willing to negotiate. As in, if you commit to a higher budget, they are willing to reduce take rates. ([https://digiday.com/media-buying/the-trade-desk-loosens-its-grip-on-pricing-amid-buyer-pressure/](https://digiday.com/media-buying/the-trade-desk-loosens-its-grip-on-pricing-amid-buyer-pressure/)) Within their recent conference call, they mentioned specifically that they are investing resources to grow their connections with their partners. This has been a point of criticism for many years with respect to the TTD, that they were arrogant. That they refused to negotiate, because they didn't have to. Now they are investing resources to grow their connections. Similarly, they are focusing on expanding their joint business plans, and have mentioned in the conference call that this is a HUGE area of focus. **Jeff Green specifically said they have BILLIONS of dollars of JBPs in the backlog.** Meaning that they simply do not have the capacity to execute on all these plans, and are expanding their resources to do so. # Tailwinds I believe that the 16% growth rate figure is a bit underrepresented, especially for the next year. Political year, world cup, lowered interest rates, etc. I will not dive too much here, as it is pretty much the same as my previous post. **JUST MY OPINION, DO WHAT YOU WOULD LIKE!**
Everyone mentioning Amazon DSP but Google’s DV360 has mostly caught up to them as well in terms of technology and DV doesn’t nickel and dime you for every add on you want to use. They have no moat and I expect will continue to hemorrhage customers. No one likes Kokai and that was a huge mistake. The CEO doesn’t seem to understand their customers. Wouldn’t short it but definitely not going long on it either.
This market makes no sense. First of all, why was TTD ever valued that fucking highly? Second of all, why is TTD falling this much despite quality earnings? I have a fair value estimate around $60. But I haven’t entered a position because I don’t want to fight the market here. They are pricing in an Amazon DSP takeover and LLMs diverting traffic and killing the open internet. Revenue beat on earnings pretty significantly and Adjusted EBITDA looked great. I am waiting to see how their supply chain initiatives work out and whether or not they can offer additional services to further reinforce their value proposition and prove to the market that they aren’t losing out to Amazon.
They may have been 3 separate providers. They’re referred to as DSPs, you can start one for $10K-30K if you pass the interview process. Look up the Amazon DSP programs.
At the Amazon program: Amazon Delivery Service Partner Programm (Amazon DSP): Amazon Delivery Service Partners is a program to help entrepreneurs start local delivery businesses. They literally "help" firms that use Amazon service in setting up that services. L6 is actually your rank at Amazon after certain YOE, highest Level is L10 ... global decission making is around L8. L6 Amazon DSP is not a manager position in terms of business decissions but more technical and related to your profession. Some people making things up in order to push MSAI stock
The RDDT DSP thing was pretty cool, even though people made fun of it on here.
This. And by the way, Wero's original scope was much bigger, with projects for a complete payment network. Its was drastically scaled down due to lack of capital and political will. Right now, it's not much more than a C2C money transfer service, one of many. I used work on payment systems. Changing *anything* is incredibly slow and complicated. The whole EU banking sector relies on decades-old systems and is very reluctant to change. It took years to roll out instant payment, 2FA, the DSP2, and none of these things are very pleasant to use compared to more modern designs. Hopefully we can get rid of Visa & MC eventually. Relying on a foreign actor for critical infrastructure is never a great idea.
Balls long or balls deep, Long Ceva DSP?
Buy undervalued stocks. There are always new opportunities. I have a big contrarian bet on TTD. the narrative got away from them a little, and they are so discounted now -de facto DSP -war time ceo -dominant (actually) market position -solid business model -secular headwinds Cons will say Amazon is eating their lunch. Fact is Ttd and Amazon and the like are eating at an invite budget. BMNR is interesting. AI stocks are Amazon and Netflix in 2010.
They have two major problems. 1. Their competitors are multi-trillion dollar companies who can and do subsidize their DSP business to bolster their owned cash cows (e.g YouTube). Their competitors also bring unique data to the table and don’t charge to use it or basic backend solutions that support it (bid shading, cross device audience mapping, etc) Advertisers are becoming increasingly skeptical of ad dollars not going to ‘working media’. These nickel and dime fees are their only option for margin. Not a problem for their massive walled garden competition. Basically they have no media or data assets that are exclusive to them and/or so incredibly powerful that they are what we call in advertising ‘a must buy’. They had the easiest platform to use until they launched their new UI, that power users with big budgets and evolved programmatic practices haven’t received well. Minor improvements by Google and Amazon could crush them, especially as more and more programmatic grunt work gets automated by ad agency applications of AI and automation. 2. They picked up a lot of momentum in 2020 and with that came speculation and a market cap they just can’t live up to. They are not a pandemic stock in the purest sense but there just isn’t enough money for open web intermediaries to live up to it without a serious pivot towards higher margin sides of the business. I would probably not jump in with a significant buy unless it went sub $30. Even then I’d probably pull out most of that after the next good seasonal wave. Another thing is they have a lot of finance expats that know how to butter IR. So anything they say is incredibly deliberate and more savvy than just about any other pure ad tech co.
Ceva DSP. Under the radar AI stock. Incredible IP portfolio in AI and DSP.
DSP Viant technology . When I first bought it last year, I was 300% and keep buying until it went now to $8. No money to invest and now I am down 50%. I have put all my retirement ( I am 36 ) in it
Pretty sure TTD isn't the market leader.. Google is through their DSP platforms
TTD’s squeezed from both sides: clients (like Walmart) are bargaining harder, competition is tightening, and the macro ad slump isn’t helping. Yeah, Kokai’s AI is slick; but when your revenue growth is slowing, your valuation is still premium (8x P/S), and the stock’s down 40% in a month, “slick” doesn’t cut it. Meanwhile, Amazon’s own DSP is eating TTD’s lunch with 22% growth last quarter and Prime Video ads scaling like crazy. TTD maybe a long-term bet. But short term, it’s looking like a bloodbath. Good luck to OP.
Most are unaware of how ads work across linear, A/S/T-VOD, digital (desktop, mobile, tablet, apps) between DSP and SSP on traditional C3/C7, targeting/re-targeting, and programmatic… solid DD. Prev mentioned PE (against your DD by another regard) was TTM instead of FTM. The only threat to $TTD is $AMZN Ads, but one can have conviction that $AMZN could face similar scrutiny as $GOOG… I’m just another regard, except may or may not have decades of media ads exp.
I‘d consider SSP over DSP that feed into the walled gardens. $MGNI is on a tear and solidifyping relationships with Netflix and amazon to feed into them
TTD is interesting because they carved out a niche as a demand-side platform that’s independent of the big walled gardens (Google, Amazon, and Meta). Their whole pitch is being the “neutral” option for advertisers who don’t want to be locked into one ecosystem. The cookie-less future angle with UID2 is smart, but you’re right. Google dragging its feet on Privacy Sandbox slows down adoption. That said, the shift toward more privacy-friendly IDs is still coming; it’s just a question of timeline. Amazon’s DSP is definitely a threat because it has the first-party retail data that’s gold for advertisers. But Amazon isn’t “neutral”; they use their DSP to funnel ad dollars into Amazon properties. TTD’s advantage is that they can aggregate inventory across publishers, CTV, streaming, etc. If they execute well, they can still carve out growth even with Amazon breathing down their neck. Long term, it really comes down to whether brands value neutrality and cross-channel reach enough to keep spending outside of the walled gardens.
doubly same. I had hopes and dreams of becoming an arts&music therapist; got burnt out doing basic DSP work. and now i make good money making drugs that are recession and 🦌flation proof. purchased land, currently building a cabin in the woods fuck it we ball.
Close. DSP program was $34 and I bought 333 shares for 11k https://preview.redd.it/qxm0lkzwfajf1.jpeg?width=1044&format=pjpg&auto=webp&s=fa186d5253627e9f7a00248b2b3742eb94a3a5fc
Switch to Applovin, its printing money. Now, it can use its cash to grow even more. Already bought back $300 million shares past quarter. Heres a dd that compares ad space companies $APP $TTD $ZETA $DSP https://youtu.be/JOCXWBXDqA8?si=R6OHCbJ7PCSa0_b-
https://preview.redd.it/2osmptyi30jf1.jpeg?width=2009&format=pjpg&auto=webp&s=5d8862f53b4e5cd7eecbce3721a58b5f3764062a 600% gain for me. Drained my savings and took out a loan last March for as much as I could (since repaid). Bought 333 @$34 via the DSP program. I've held for over a year, so it's long-term cap gains now. I told myself I would hold for 5 years and see what happens.
Why go so big on one stock? I own some Unity but i feel another saas growth crash is brewing under the covers. A lot of names getting wacked lately (TTD, MNDY, HUBS, DSP, PUBM, CRWD, NOW) and they start to all trade together. If big money starts to get margin called theyll sell all of em. In 2022 they all got demolished. Same in April 2025
Media agency’s can take % fee on any of the major DSP’s…
The trade desk doesn’t bring anything proprietary to the table and has higher fees than Amazon and Google. I’m not sure what their future is. I can’t think of a brand that would be better served by running on TTD than Amazon DSP or DV360.
They’re using tariffs as an excuse. The reality is they’re facing more competition from Amazon’s DSP and their moat is shrinking.
https://preview.redd.it/nf9uyvhix7hf1.jpeg?width=8256&format=pjpg&auto=webp&s=4cdb9519c6de7733c75277f6716bbb446a56734f RDDT has been my one big winner. I'm not a trader, Im a regular guy shitposter who got a message to buy into the DSP pre-IPO program and emptied my savings and and bought as much as I could. I made the mistake of selling all my ETH, BTC, NVDA in 2018 so I'm gonna ride out these RDDT waves and told myself I would hold for at least 5 years. Lets hope Huffman doesnt do anything too stupid and does something about the moderator problems here.
I’ve made a Google Sheet called Stock Investment Study Material to track my mutual fund SIPs. It auto-fetches live NAVs, calculates returns, and shows when to consider exiting based on performance. To use it: 1. Enter your SIP amount next to Enter your budget here 2. Put your SIP start date in the Started on row 3. In the Mutual Fund Units Tracker, manually log the units received for each SIP date I’ve added a few funds I personally track like DSP Credit Risk, Navi Nifty Next 50, SBI Healthcare, Axis Midcap, etc., along with short notes on why I picked them. It’s a basic version for now but helps me stay consistent and clear. You can make a copy, edit it, or improve it your way. I’m open to suggestions if you feel something can be better. Let’s build something that helps more people stay on top of their investments. link to sheet: [**Stock Investment Study Material**](https://docs.google.com/spreadsheets/d/1SVsRJPO9vhFL0YILNFfma8nCaa0aI96z_HOa_4nhnjg/edit?usp=sharing)
never traded anything based on reddit other than buying gamestop and then quickly saying wtf am i doing. made a little in that. but, reddit DSP for their IPO was a nice touch.
The FAE.. Field Application Engineer. Basically, let's take a salesperson. Teach them just enough to deploy and use the product at a customer's site, and let them go work with customers. Then when a customer inevitably asks for something outside of the normal usage or deployment, the FAE gathers up the requirements and submits that back to the actual engineers. Of course things go wrong when the FAE is telling the customer "Yeah, I don't think it should be a problem to implement that." Meanwhile, the actual engineers are like "No way that's happening." Then it's back to a sales vs. engineering fight. Saw this happen multiple times in the DSP space (before Broadcom bought everything anyways).
They've been working and introducing a DSP2 program in Europe for a while. Not a major concern to the immediate stock price. If anything it reduces their liability in the long term.
I'm in the industry and only Amazon DSP has access to Amazon's ad inventory
Pricing is irrelevant, TTD is its own tech stack - they control everything. MNTN being built on top of another DSP is a huge risk, if BW goes down, fails, raises prices, etc MNTN does not control that. From a valuation perspective, that is significant. Also, BW is hamstrung and drowning in Comcast bureaucracy. If Comcast decides to raise prices, MNTN (who is still burning cash) goes down in flames.
They actually aren’t a CTV DSP, they’re built on top of beeswax lol
If I’m reading this right, it’s a just CTV DSP? With all the same buzzwords as every other generic martech offering? Why not just buy the inventory from Google/ Disney/ other streaming networks direct? All of these claims of “advanced targeting” or some other schtick-of-the-year rarely, if ever, end up justifying the cost of buying through a middleman. In fact, every time I’ve compared buying direct vs. a 3rd party, cost-pers were always higher. Also, it’s kind of annoying how “performance” has become an ambiguous term now in marketing. What makes this a “performance” platform and not just another run-of-the-mill middleman DSP with a shellac of shiny BS on top? Just buy the inventory direct.
It’s all ubiquitous. It’s all the same inventory being bought through RTB. ‘They are in CTV’ literally means nothing. They don’t even own the tech. They white label Beeswax’s tech. Their algorithms and performance is at best marginally better than any other DSP connected to Google’s Exchange. I’ve never been more confident this stock is garbage and will be in the shitter immediately. If I could short this POS I would.
homie, learn a set a tools. EWT for forecasting or DSP for reactionary. Pick what works for you.
I see DSP with a P/E of 103. First stock i checked. So this list is utter bullshit.
Top 10 companies with highest PE Ratio, per Chat GPT: 1. LiveRamp Holdings, Inc. (RAMP) – 27,249.59 2. HubSpot, Inc. (HUBS) – 8,687.86 3. Clearwater Analytics Holdings, Inc. (CWAN) – 7,378.98 4. Stagwell Inc. (STGW) – 5,272.45 5. Carvana Co. (CVNA) – 1,938.71 6. TPG Inc. (TPG) – 1,495.35 7. Viant Technology Inc. (DSP) – 1,150.26 8. CSP Inc. (CSPI) – 963.47 9. AerSale Corporation (ASLE) – 891.95 10. Penumbra, Inc. (PEN) – 774.11
Since i'm in France, we have a special account called a PEA that isn't taxed after 5 years. But you only get access to european based indexes. So I put my money in "DSP5" which is reverse -1x of MSCI USA.
This is completely backwards, some parts are right but mostly wrong. UMG, WMG, & S have had SPOT in a chokehold since inception as they are the rightsholders to nearly all the music in the world that is with anything. By worth anything, I mean the majority of music being consumed as this is a consumption streaming economy and the royalty pools are divided up pro-rata not user centric. The music groups have essentially controlled SPOT decision making directly & indirectly, via the fact that at any given time they could pull the music THEY license to SPOT and go to any one of the other DSPs. The other DSPs, which are essentially loss leaders for MAG7s that don’t need their music service to turn a profit (Apple Music, YouTube Music, Amazon Music etc). These other DSPs are under the same scrutiny in the sense that the music groups hold the licenses and can choose where the music lives, they are no different than SPOT other than the fact that they have way bigger balance sheets behind them. SPOT, and all other DSPs for that matter, are under a 70/30 (rightsholder/DSP) rev-share agreement which applies to all the royalty pools (sound recording versus publishing, country by country, subscription by subscription, DSP by DSP). With only a 30% cut, it’s not a shocker that they finally just went green as they’ve achieved this by: mass layoffs, product diversification (podcasts/audiobooks, territory expansion, ad revenue (3rd party and charging labels/artists for promotion via Marquee/Showcase), MINUSCULE price increases (twice since inception to be specific, $2 in the US premium tier market), royalty stipulations (as of 2023/2024), GHOST ARTISTS commissioned by SPOT subsidiaries eating stream share, and my favorite: Discovery Mode, a 30% commission on royalties for “exposure” which is essentially—kickback & payola targeted at obviously, the independent sector (for a long time, this was a hush hush program, eventually became public, and has now widened the bottom with no end in sight). Enter artists & creatives alike being rip shit about royalties. The music groups are also M&A’ing the largest “independent” distributors that were previously negotiating with SPOT directly or through organizations like Merlin, and understood that this game they set up hasn’t changed, it’s always been market share, even in the DIY era—and to keep SPOT in line they need to own or license those catalogs on those companies behalf. My point, UMG/WMG/S could essentially pull all their catalogs at any point, and be done with their tech boy Daniel Ek—who has played ball to keep his legacy (& company which was red for how long again?) alive. Are they going to do that? Probably not, as it would create chaos and be incredible difficult to shift consumers from SPOT to *insert MAG7 loss leader of your choice*, but could it happen? Certainly, if they wished. They own the music, SPOT is the vessel. And for the whole notion of promotion & marketing, please—anyone who’s in the business understands that the days of editorial playlists have been over since 2019 when TikTok came about. SPOT isn’t breaking artists, and either are labels—well, maybe some—but most are happening on socials, in the live space if that’s their world, or through sync in television/film/commercial etc. Legacy acts are a different story and the labels primarily own those. I don’t think SPOT is worth what it’s valued at today. The only reason profitability is occurring is because they are using every [in my opinion and the opinion of those who this business is built on] tool in their closer EXCEPT raising the price of music to an amount reflective of the COL in 2025. I think it’s in a euphoric stage where shareholders are pleased because they think this thing is finally working, until it isn’t. Until the artists & teams who are being ripped off, of the very music the general population consumes, start to wake up. Can’t speak for legacy, again, that’s a different story. But independents—most are starting to understand how FU’d this really is. Source: I’ve worked in the music business since 2018 and worked with & across nearly all of these companies mentioned, working with artists & teams from 100s to 10s of millions of monthly listeners on SPOT.
Lotta clowns on Reddit thinking it’d crash below its IPO price right after. People saying the DSP was an indicator that no one was interested. Those who got in on that DSP at $35 are having a good time.
Lots of caveats here on PubMatic's (PUBM) Q1 outlook. "**Financial Outlook** Q1 outlook includes the continued headwind from one of our top DSP buyers that revised its auction approach in late May 2024. Adjusted EBITDA expectation assumes a negative FX impact predominately from Euro and Pound Sterling expenses. It also assumes that general market conditions do not significantly deteriorate as it relates to current macroeconomic and geopolitical conditions."
Walmart DSP is built on the back of the trade desk tech
My 3 DSP shares are doing just fine
Hey guys, early riggiti investor here. Does anyone have any thoughts on wimi? The Quantom theme has changed my life, wimi seems overlooked at $1. "WiMi" or the "Company"), a leading global Hologram Augmented Reality ("AR") Technology provider, today announced that their R&D team has developed a revolutionary technology — FPGA-based digital quantum computer verification technology. This technology offers a completely new approach to quantum computing by using digital quantum bits, or discrete finite state machines. Not only does this mark a new milestone in the field of quantum computing, but it also lays a solid foundation for the future realization and application of quantum computers. Digital quantum bits differ from traditional simulated quantum bits in that they use digital signal processing (DSP) technology to simulate quantum states. This approach allows for more precise control of quantum bits, enabling the digital signal processing technology to fine-tune their states, thus enhancing the stability and controllability of the system. Digital quantum bits are realized through precise wave function amplitudes, with each quantum bit representing a specific quantum state, providing a solid foundation for the implementation of quantum gates.
AVGO makes DSP chips that go into optics. Optics run the AI machinery.
Inverse Reddit on Reddit’s own IPO! I remember following some megathreads posted on the day of the IPO, there were so many people clowning those who bought through the DSP. so many more were saying how a DSP was a clear sign that the stock would crash and burn. I sold a chunk when it was in the $60s to take some profit and held on to the rest. I couldn’t believe it when it crossed $100 lol
plenty of small cap software still getting punished, these ad tech companies especially. Anyone looking at these? PERI, DSP, PUBM, MGNI, APP
Props to the regard that randomly dropped a random comment about DSP.
I currently work as a Amazon DSP driver and they never taught me how to back up the vehicle properly for long driveways. Amazon sends you to the warehouse to be taught by an Amazon employee whose sole job is to train delivery drivers. The guy I had was nice but did not prepare me for the job in the least. Backing out or backing into driveways is like 50% of the job. No wonder the turnover rate is so high, because people aren't trained right and there is no raises/promotions. I have only worked there for less than 2 weeks and heard an employee saying "don't get that vest dirty", because he knew that the new employee would quit soon. Like a sitcom there will be new employees there every other day at any DSP (Delivery Service Partner). These DSPs are basically like the new fast food workers of the 21st century.
If reddit wasn't so overwhelmingly negative about rddt, I wouldn't have bother to do DD when I got offered DSP (allocated for full 1000 shares). So I got redditors to thank for that.
I reserved all 1000 allocated to me on DSP when I saw all the memes about how rddt is worth $2 many months ago and added after IPO as it dips. Frankly, without all those hate threads I probably wouldn't have look into it much.
I got 500 DSP shares and sold 100 to convert to calls which expired OTM. Am I doing it right? 
I got in on the DSP and sold at like $60. I’m mad
> Up nearly 70% since IPO Those of us that got in on the IPO @ 34/share is up even more than that. I remember this sub was overwhelmingly shitting on people signing up for the DSP
I have 2 SGI machines in my office. Silicon Graphics was absolutely not calling the collection of DSP chips in their graphics sub system a GPU.
they don't, but yes its a desirable courier position thanks to unions. UPS drivers work a lot of hours, and you need to work your way up from a part time warehouse loader until a driver spot opens up and youre next on seniority list. then your starting average pay is $21/hr average across the nation. but you get raises consistently over the first years. usually by your 4th years as a driver youll start making around $85k-$100k. keep in mind that delivery drivers have high turnover, the job can be incredibly stressful on the mind and brutal on the body. I'm a delivery driver for an Amazon DSP in california.
Yeah, this is very likely associated with some third party DSP and not one of Amazon's main systems.
Delivery Associate from Amazon DSP here. Prime day is no joke July 16-17 do not stress we are expecting record breaking volume for the coming weeks
Uh Amazon DSP drivers give them amazing reviews
>The Delivery Service Partner (DSP) program is designed to empower leaders who want to launch and operate their own delivery business. https://logistics.amazon.com/ They call them Delivery Service Partners, and it's the way millions of packages are delivered. They launched the program in 2018 and have been growing it like crazy. They're bringing on more contractors, not less.
There are several successful stories where AI has significantly contributed to drug discovery: 1. **Insilico Medicine**: Insilico Medicine has used its AI platform to identify and develop a drug candidate for idiopathic pulmonary fibrosis (IPF), a rare lung disease. The drug, INS018_055, was discovered and designed using Insilico's AI tools, PandaOmics and Chemistry42. The development process, from target discovery to preclinical drug candidate, was completed in just 18 months, and the drug has shown promising results in Phase I and Phase II clinical trials [oai_citation:1,First Generative AI Drug Begins Phase II Trials with Patients | Insilico Medicine](https://insilico.com/blog/first_phase2) [oai_citation:2,From Start to Phase 1 in 30 Months | Insilico Medicine](https://insilico.com/phase1) [oai_citation:3,Insilico's AI Candidate for IPF Doses First Patient in Phase II](https://www.genengnews.com/topics/artificial-intelligence/insilicos-ai-candidate-for-ipf-doses-first-patient-in-phase-ii/). 2. **BenevolentAI**: This company used AI to repurpose baricitinib, an existing drug, for treating COVID-19. The AI system identified baricitinib's potential by analyzing large datasets of drug properties and clinical data. Baricitinib was later included in clinical trials and demonstrated effectiveness in treating COVID-19 patients [oai_citation:4,Insilico Medicine Uses Generative AI to Accelerate Drug Discovery | NVIDIA Blog](https://blogs.nvidia.com/blog/insilico-medicine-uses-generative-ai-to-accelerate-drug-discovery/). 3. **Atomwise**: Atomwise utilized its AI platform, AtomNet, to discover potential treatments for Ebola and multiple sclerosis. AtomNet uses deep learning to predict the binding of small molecules to proteins, helping to identify promising drug candidates more efficiently than traditional methods [oai_citation:5,Insilico Medicine Uses Generative AI to Accelerate Drug Discovery | NVIDIA Blog](https://blogs.nvidia.com/blog/insilico-medicine-uses-generative-ai-to-accelerate-drug-discovery/). 4. **Exscientia**: In 2020, Exscientia announced that its AI-designed drug for obsessive-compulsive disorder, DSP-1181, entered human clinical trials. This drug was one of the first to be designed using AI and reached clinical trials, showcasing the potential of AI in accelerating drug development [oai_citation:6,Insilico Medicine Uses Generative AI to Accelerate Drug Discovery | NVIDIA Blog](https://blogs.nvidia.com/blog/insilico-medicine-uses-generative-ai-to-accelerate-drug-discovery/). These examples demonstrate AI's potential to transform drug discovery by making the process faster, cheaper, and more efficient. The success stories of Insilico Medicine and others highlight the growing role of AI in developing new treatments for various diseases.
True, Excluding those of us that were offered shares beforehand in the DSP program there was no lockout period
Here's one thing I don't understand. Why isn't TI a player in the GPU market. They had pretty good DSP capability as well as the TI OMAP which had a GPU. It would seem they could have implemented functions like tensor products and the like. An then? They're not mentioned at all insofar as AI is concerned. Is there IP the NVIDIA has locked up? Did TI decide no to focus on this market segment?
no lockup period for me or anyone participated in the DSP
Haha same here brother. I added some more shares in the low 40s as well. I wanna have 2-3 thousand shares if possible, but the DSP only allowed 1000. I'm hoping for any kind of bad news that would hit the stock hard so I can grab more for cheaper. It's honestly such a blessing that Reddit was mismanaged for most of its history. If it was managed properly, it would have IPOed at a valuation 3-4 times what it IPOed at minimum lol
This isn’t investment advice but I wouldn’t play with meme stocks for fun. I’d get something simple and promising like $DSP and place a limit sell for $10. Just to get a short term idea of how it works.
I bought 1,000 shares with the Reddit DSP, haven't sold yet. Sold covered calls near the top, brought my cost average down to $28, and I am currently holding calls in addition to my shares. I'm with you, OP. Fuck the haters, they don't know shit about shat.
Went long on RDDT. I already made big gains participating in the IPO DSP, so probably going to lose on this, but I expect it'll either move bigly up or mostly flat.
Reddit advertising is awful and that’s their only revenue stream unless they are selling user data which is not really a great look. They do know user verification so Reddit is also filled with bots. They could build a great ad business but it doesn’t seem like they want to. It’s all still self-serve and they don’t work with any SSPs or DSP’s.
Adding in taxis like they're doing in Chicago will lower insurance costs and increase margins they're really high. Will start to look more like the Amazon DSP model and put all the liability on the taxi companies who offer Uber rather than how it currently operates imo ps visualmods a lil 🅱️itch
The reason Amazon DSP is because they are cheap used. They just put on a pretty outside so you don't see the abhorrent curse against God underneath.
MRVL: The IR guy should be fired. They comingled the DSP numbers, non AI customer ASIC, compute ASICs, everything into AI that expectations went as high as $3B and now we are disappointed vs. the expectations. Why we are down. Hope helps your decision. Good luck.
April 15th is closing in, expect dumpage to pay tax bills. I just had to transfer all of my RDDT DSP money out of Etrade to give to the IRS.
Why would you listen to anyone here? People were jerking off each other for not buying into the Reddit DSP program. Wsb overall has more losses than wins, remember MU/PYPL?
The DSP price was $34 so everyone who’s cashed out locked in at least 44% gains, and anyone who hasn’t sold is still up 45%.
My million+ karma actually came in handy and I made 45% gain from the DSP. Best thing Reddit ever did for me. Well, other than being an effective time waster...
lmao. I only started looking at this sub after I bought into the DSP. I am amused at the metaphors. Came for the chatter, stayed for the color.
DSP never has a lockup but Reddit employee and executive shares locked into July.
DSP are on lock up though....
but literally everyone who bought on the first day of IPO, even if it wasn't through the DSP would still be up money...?
I make a new account every time I get a new device. The account on my current laptop is like 2 or 3 years old and got the invite to the DSP. That's when I knew for sure this was going to happen. Every heavy user that's been around for even a bit was invited and it was sure to drive demand as high as it could. Like not 100% of the people invited were Reddit fanboys, but 100% of Reddit fanboys were invited.
Hell yea man, I bought the DSP at 34, sold it at 50 same day. no regerts
Do we know what the final DSP purchase price ended up being? I was signed up for it but didn't go through because I'm not stupid.
It opened at basically $50. You had to do the DSP offering to get in at $34, which I did and sold at $50 since it was free money, but damn I should have held.
I bought shares through the DSP, sold half for 50 percent gain, then held other half, sold yesterday at 52 ... no looking like Escobar on a swing.
Those who got the DSP are up 75% !
It’s 1% of the company. 10% of the company was put up for IPO, and only 10% of that was for the DSP which are the only shares not bound by the lockdown period.
I’m almost up 100%. It is nearly 2x the DSP price in AH trading
I dropped $1k on 30 shares in DSP. I’m up $717 in 3 days full trading.
I was thrilled to get into the DSP and then checked WSB. Was kinda shocked they were not into it.
I got 500 shares through the DSP and I am not a mod. Tons of people did.
This right here. And, I took some of my DSP gains and placed them in April $60c's because I don't hate money like the RDDT h8r's do.