Core Viewpoint - Nextdoor is being highlighted as a potential hidden opportunity in the artificial intelligence (AI) sector, with a hedge fund manager predicting a significant price increase for its stock based on its unique user base and data potential [3][11]. Company Overview - Nextdoor operates as an online forum focused on neighborhoods and local businesses, allowing users to engage in community discussions and share local information [5][6]. - The platform has approximately 100 million users, which is seen as a valuable asset for AI systems that require real-world data [11][12]. Investment Perspective - Eric Jackson, the founder of EMJ Capital, has set a price target of $374 for Nextdoor, suggesting an upside of over 15,500% from its current price of $2.39 [3]. - Jackson believes that Nextdoor's user base provides "raw input" necessary for developing agentic AI systems, positioning the company as more than just a social media platform [11][12]. - The valuation approach used by Jackson involves comparing Nextdoor to other platforms like Yelp and Reddit, suggesting a potential shift in its business model towards data analytics and professional services [13]. Market Dynamics - Jackson's previous successful investments indicate a potential for Nextdoor to attract attention from retail and institutional investors, which could lead to significant stock price movements [9][10]. - However, there are concerns that the stock may become a target for day traders, which could lead to volatility and risks for long-term investors [15][16].

Nvidia and Meta Platforms are still safe buys in this frothy market.Over the past seven years, the market capitalizations of several top tech companies soared past the $1 trillion mark. Those gains were largely driven by the secular expansion of the cloud, artificial intelligence (AI), digital advertising, and chipmaking markets.Two of those high-flying trillion-dollar stocks were Nvidia (NVDA +0.99%) and Meta Platforms (META +1.49%). Investors might be reluctant to invest in these two stocks after their ga ...

So any big surprises here. No, not exactly. A little faster, honestly, than I thought.If you remember when we chatted with Adam Mosseri in October, he kind of hinted that this was something they were looking toward. Here we are just two months later. They do have this app that they're debuting.The one thing I'll point out is that this is just for the Amazon fire TV right now. I imagine that they want to create this app for all those different smart TV platforms. So, you know, sort of limited in scope at the ...

Key Takeaways Reddit is seeing rapid ad growth driven by rising users, higher ARPU, and expanded advertiser tools. RDDT ad revenue surged 74% year over year to $549M in third-quarter 2025. META's ad revenue rose 25.6% to $50.08B as AI boosted engagement across Facebook and Threads.Reddit (RDDT) and Meta Platforms (META) are leading social media platforms that monetize user engagement through digital advertising. While RDDT is an emerging social media platform, gaining traction with community-driven advertis ...

Key Takeaways Pinterest posts record 600M global MAUs in Q3, driven by strong engagement across multiple regions.AI-driven personalization and richer content boost sessions, impressions and saves on the platform.International expansion accelerates, with 500M users outside US and Canada showing rising global awareness.Pinterest, Inc. (PINS) is benefiting from solid user engagement in its platform. In the third quarter, the company reported 17% year-over-year growth in global monthly active users (MAUs) to 60 ...

We are getting a news alert on Instagram. For that, we'll turn to Julia Borston. Hey, Julia. >> Hey, Carl.Well, Meta is making its first move onto the TV. And Instagram is launching its first Instagram for TV app, taking on YouTube. Instagram for TV will autoplay reels customized based on users likes. Users can also explore reels and channels based on categories.Now, while Meta says the app will launch without ads, it will eventually add them. >> Right. short form content is doing well on TV.People are enjo ...

Instagram has installed a new privacy setting which will default all new and existing underage accounts to an automatic private mode.Instagram users will now be able to watch Reels short-form videos on bigger screens. Meta said Tuesday that the company will begin testing its Instagram for TV app in the U.S. via Amazon Fire TV streaming devices, underscoring the photo-sharing app's effort to become a major video platform beyond smartphones, taking on TikTok and YouTube. The Instagram for TV app features the ...

If you miss the days of gathering around the TV surfing channels, you're in luck. Instagram launched Instagram for TV on Tuesday, bringing its popular Reels content to the big screen via Amazon Fire TV devices.The app, which is first being rolled out in the US, groups Reels into channels, including trending comedy, sports, or hidden travel gems. Users can choose a channel and start watching, with the Reels playing automatically. Instagram for TV is part of the platform's ongoing effort to adapt to the way ...

Instagram is expanding Reels-viewing beyond mobile, the social network announced on Tuesday. The company is piloting IG for TV, a new experience that lets you watch Reels on TV, starting with Amazon Fire TV.By bringing Reels to TVs, Instagram can better compete with YouTube, which largely dominates the TV space. Instagram likely wants viewers to switch to its TV app while watching content on the couch, similar to flipping through TV channels. For example, you could be watching something on Netflix and decid ...

Fundamentally, one of the central catalysts of social media and tech juggernaut Meta Platforms Inc. (NASDAQ:META) is its operating capacity as an attention refinery. In effect, raw human time enters Meta's vast ecosystem while monetizable intent comes out. In other words, Meta doesn't necessarily need consumers to spend more money — instead, it needs advertisers to believe Meta remains the most efficient avenue to deploy budgets.In that respect, it's difficult to argue against the hard performance metrics. ...