$PINS · 海外大V持仓追踪

$PINS 现在是什么情况？

最近有人说了 $PINS 什么？

下面是最近 5 条提及 $PINS 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-03-09中性原文
  Reddit ( $RDDT ) in fact looks: Exceptionally Bullish during War. My thesis is that they will likely blow away next quarter earnings expectations. Here's what the market missed: 1. Extreme User Engagement during Wartime. The major two Western outlets during live events: X and $RDDT. Companies like $PINS likely do not benefit from increased engagement from War and $META may benefit from a tiny uptick. But everyone flocks to Reddit and X. -> During a global crisis, millions of frantic, high-intent search queries lead people to Reddit from Google. -> As well as direct traffic from discussion on what's going on, leading to longer-engagement + ad views + traffic in general. Elon Musk / X confirmed record usage of the X platform during the initial conflict with Iran. And confirmed record engagement during the conlifct with Venezuela. This is likely the same with Reddit. A lot of this data is not public this month (eg. Similarweb estimates), but it's high confidence, both Reddit also achieved record engagement during this time. The Venezuela conflict may have led to a short burst in activity, but the Iran conflict is extended and one of the largest ones of the decade. 2. Flight to Safety from Advertisers The typical view is $META and X have peak engagement, but advertisers pull ads during war. Especially as $META and X might show massive timelines of different events from Iran conflict + Finance in one feed: However: $RDDT is one of the most unique social media platforms as they're isolated with subreddits. Things from /r/leagueoflegends or /r/wallstreetbets are isolated from /r/iran and /r/worldnews. 3. Reddit Sandbagging earnings Q1 2026 revenue guidance of $595–$605 million was issued in early February, before the massive traffic anomaly and likely advertiser budget reallocation triggered by the late-February Iran conflict. My expectation is a larger then normal revenue beat when it comes time to announce earnings. _ Reddit ( $RDDT ) is an asymmetric long that's actually extremely bullish during wartime, against common assumption that social media is net bearish. There's been no public earnings history to show this yet (since Reddit was not public during Ukraine conflict). But my alpha/thesis is for the first time ever: We'll see Reddit show up as one of the only bullish social media platforms during war. We'll find out of this is true or not during their earnings.
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• 2026-03-09看多原文
  Shares only. I was looking Elon's posts about X having record engagement back to back: -> Venezuela: Record engagement -> Iran: Even higher record engagement. And was looking at other comments around $PINS / $META bear case indicators of advertisers pulling spend due to timelines. But $RDDT is perhaps the one of the only few social media companies that has isolation + benefits from a massive spike of user engagement/traffic during war. Hence why I think the conflict in Iran is net bullish for Reddit and markets are pricing it wrong.
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• 2026-02-27中性原文
  The "AI is Disrupting Software but Not Really" Bucket. Here's my personal list of favorites: $RDDT ($149, -37.47% YTD): 10/10 $NFLX ($84.61, -30.85% 6M): 9/10 $NET ($169.5, -13.55% YTD): 10/10 $SPOT ($488, -15.2% YTD): 9/10 $SNAP ($5.13, -38.1% YTD): 10/10 $DUOL ($85.3, -60.92% YTD): 6/10 $PINS ($17.5, -34% YTD): 8/10 $U ($18.83, -59.3% YTD): 8/10 $FIG ($28.93, -23.65% YTD): 7/10 Reddit - 10/10: You can vibe code Reddit in a day with Opus. But the main thing is "Network Effect" that you can't replicate. You can ask ChatGPT or Gemini a question, but main thing is the type league of legends post-match discussions or human discourse that people use reddit for. Netflix - 9/10: You go to Netflix for squid games and others. I'm sure AI will help with generation of new viral movies or TV shows, but you will still use Netflix or Youtube to watch it. People are still going to watch licensed Anime like Solo Leveling or the newest Alice in Borderlands show over AI generated contnet. Cloudflare 10/10: I don't see how AI would disrupt Cloudflare. Spotify - 9/10: Biggest disruption is Apple Music just not charging for services (which likely won't happen). There's AI generating music but like Youtube, you use Spotify to listen to it. You can try and vibe code Spotify sure, but a large part of it is licenses. AI generated music will not go out and replace Martin Garrix EDM soundtracks (where a large part of it is knowing the song -> going to music festivals in person) or Taylor Swift Love Story type songs (where you also go in person to see concerts). Snapchat - 10/10: Same with network effect only reason it works is because everyone agrees to use it. Their issue is with monetization and excessive stock based compensation, not AI disruption. Duolingo - 6/10: I made fun of Duolingo for the longest time, but it's decent valuation again after the selloff to $86. Yes you can learn languages through Gemini, which I do myself. But most people are still going use Duolingo as more of a motivational tool. There's name recognition too + convenience, which is the biggest factor. People can vibe code their own Duolingo but that doesn't mean people will use it on the app store or go out and code it themselves. Pinterest - 8/10 - It's human related taste. People are fearing agentic commerce and generative AI (Midjourney, DALL-E) will disrupt this type of search, which people don't really use Pinterest for. Unity - 8/10: Everyone uses Unity for 4D AI and World Models. People fear stuff regarding generative gaming, but it's still widely used. Their main issue is monetization from AI usage, not disruption. Figma - 7/10: AI is right now is mainly for porting your figma files over to html/css/js. Not exactly for disrupting the need for the software. Maybe it's just me but there's a certain human element to design and creativity that AI can't emulate yet for wireframing (it's good at copying and doing something relatively new). I highly doubt AI can one-shot Tempo or $XYZ websites. For others like $V and Mastercard, I do genuinely believe interchange and % based fees maybe end as AI handles direct payment routing through $CRCL stablecoins. And for others like $CHGG, they have legitimately been disrupted out of existence already. For the rest like $RDDT and $NFLX, everyone will still go there for discussions or to watch Squid Games, and AI has no material disruptive effect. Going to be hard to time the bottom as fear has overtaken the market with software, but many, such as Reddit present a great opportunity.
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• 2026-02-13中性原文
  There are two companies that don’t care about market crashes. $APP down 19.7% $DNKG down 19.4% $PINS down to 19.1% $ASTS down 15.21% $RDW down to 13.1% $USAR down 12.4% Silver down 11.6% $OSS down 9.58% $RGTI down 8.85% $RDDT down 6.8% $RKLB down 5.4% $APPL down 5.09% Gold down 3.4% SPY Index down 1.54% Sandisk up 7.21%. The other biggest gainer? Walmart, up 3.78% today. You have a fwd 2027 p/e ~7 memory company growing net income at triple digits y/y. And a bath towel reseller growing in line with inflation sitting at 46 p/e, outperforming the market. Markets are starting to make less and less sense.
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• 2025-12-31看多原文
  I love it when people share their high conviction. $PINS is interesting, I completely forgot that existed. Definitely a good candidate, down -28% last 6 months. What I like is that they have ~79.8% gross margins off $1B+ quarterly revenue, and still have 16% Y/Y revenue growth. Just looking at a high-level overview: R&D: $371M Sales & marketing: $297M G&A: $110M Will probably need to spend some more time to do modelling and see if that 35% of revenue on R&D is wasteful bloat. But otherwise the $297M marketing makes sense.
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