"RDDT may be improving, but he views the business economics as not fully matching the valuation premium (around 50x earnings), keeping the setup cautious rather than an outright buy."
@ ~$434.52
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"RDDT may be improving, but he views the business economics as not fully matching the valuation premium (around 50x earnings), keeping the setup cautious rather than an outright buy."
"RDDT’s earnings being out tomorrow makes it something I wouldn’t play right now because event risk can overwhelm the technical setup."