We Analyze Retail Favorites: Is Zooks/Kuiper or Reddit's Ad Revenue More Exciting?

Episode 3 is live — and we’re ripping through three names with very different vibes. First up: Amazon. Everybody knows the marketplace and AWS… but Brad’s flagging two segments that could get way more attention in the coming years: Zoox (autonomous taxi) and Kuiper (satellite internet). Then we hit why the stock’s been sluggish, what’s actually holding it back, and why the valuation conversation gets interesting when you look at EBIT. Next: Lemonade. Joey uses it for homeowner’s insurance, and we get into what the company actually does, why the “AI-native” buzzwords might be legit here, and the insurance metrics that matter (yes, the acronyms are annoying). And then Joey tries to do what he promised: pitch a stock from his universe that Brad should add to his coverage… Reddit. We talk web traffic, ad targeting, ARPU growth, the LLM licensing angle, and the bear case risks you’d actually want to think about. Drop a comment with what ticker you want on the next episode — and if you want Brad to deep dive Reddit, you know what to do. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ #talkintickers Chapter Timestamps 00:04 - Welcome to Episode 3 + what we’re covering 00:57 - Amazon breakdown: marketplace + AWS 01:40 - The segments people forget: Zoox + Kuiper 03:03 - “Amazon stalking in the background” (Zoox/Kuiper vs the usual names) 04:02 - Amazon stock performance + why 2025 felt disappointing 05:18 - What’s holding AMZN back: CapEx + concentration worries 06:31 - Amazon AI monetization signs (Rufus, Connect) 07:24 - Robotics + fulfillment efficiency + the “infrastructure then apps” cycle 09:14 - Amazon’s long game: turning expenses into revenue streams 10:10 - Valuation talk: earnings vs EBITDA vs EBIT 10:34 - Brad’s stance on Amazon’s valuation (EBIT growth framing) 12:33 - Key risks to watch: OpenAI reliance + consumer buying power 13:22 - Lemonade intro: what the company actually does 14:28 - Lemonade chart history + why it caught the AI wave 16:33 - Lemonade earnings: the insurance metrics (IFP, GEP, GLR) 17:43 - What drove the drop: sentiment vs fundamentals 20:14 - Why Lemonade’s AI claims look real (OpEx scaling + LAE) 24:06 - Joey’s real Lemonade user experience (and why it feels different) 27:09 - Joey’s Reddit pitch: what it is and why advertisers love it 29:56 - Reddit numbers + valuation framing 32:09 - LLM licensing angle + incremental profitability debate 34:30 - Brad’s risk checklist (commoditization + platform dependence) 36:46 - Reddit web traffic rank talk + why the product works 39:22 - Brad’s takeaway: “Yeah… it’s exciting” + deep dive tease 40:29 - Wrap: where to follow Brad + what’s next