$RDDT 🚨 Earning Review out now at https://t.co/AwPyEf40Xk Solid Earnings but everyone wants AI names Last Earnings patience paid us but we topped at 200 Our Long Term position Strong beat on revenue (+61% YoY) and EPS with robust Q3 guidance above consensus drove initial positive sentiment, but shares sank ~7-10% in after-hours on 'choppy' search referral commentary and AI search competition concerns. AMC session saw the reaction play out immediately post-print. Guidance points to continued 40%+ growth trajectory with margin expansion. Formal analyst notes remain limited given ~1.4h post-print; early headlines and social focus on user growth softness and Google dependency. Net setup: fundamentals intact with AI tailwinds, but near-term volatility from traffic and monetization optics.