GOOG vs. RDDT: Is Reddit's 25% Post-Earnings Drop a Bargain or a Warning?
As seen on the 24/7 Wall St. homepage on October 30, 2026.
GOOG is never a bad buy. I’ve never bought Reddit and likely never will
233 comments and the crowd splits cleanly: Alphabet gets the benefit of the doubt, Reddit gets blamed for the same AI search shift that just cut its traffic. The thread is a live test of whether a 25% post-earnings drop is a discount or a broken business model.
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A busy r/stocks thread is debating whether Alphabet and Reddit are worth buying right now, and the crowd is far from united.
The top comment sums up the split bluntly: Alphabet gets the benefit of the doubt while Reddit gets none. That sentiment runs through much of the thread, where commenters broadly view Alphabet as a durable hold and Reddit as a business model question mark.
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The concern around Reddit centers on Google switching to AI overviews, which one commenter argues has cut into Reddit's traffic with no clear plan to replace it. That commenter compares Reddit to Pinterest, pointing to its reported move to restrict the site to logged-in users only as an accelerant of that decline. The 25% post-earnings drop is a live debate: discount or broken model.
One commenter sold part of a Microsoft stake at $523 to add to both Alphabet and Reddit, betting those two names offer better expected returns over the next year. Another self-described semis analyst called Alphabet a strong buy, treating ads missing expectations as a timing issue against profitable cloud growth. These are individual forum views, not professional recommendations.