Market Overview - The stock market is experiencing pressure in 2025, with the S&P 500 index down approximately 9% and the Nasdaq Composite index down about 13.5% due to various catalysts including China's DeepSeek R-1 model and trade war concerns [1][2] Reddit Analysis - Reddit's stock has decreased by 52% from its high this year, primarily due to weaker-than-expected user engagement metrics reported in its fourth-quarter results [3] - Despite the decline, Reddit achieved a 71% year-over-year revenue growth, reaching $427.7 million in the fourth quarter, and daily average unique users increased by 39% year-over-year to 101.7 million [4] - Reddit is positioning itself as a significant player in the AI market, licensing data for APIs and AI model training, with the AI market projected to grow at a 20% compound annual growth rate, reaching $1 trillion by 2027 [6] - The company is leveraging AI to enhance content relevance and safety, aiming to expand its international reach [7] Hexcel Analysis - Hexcel's stock is down 30% from its high in 2025, largely due to supply chain disruptions affecting its major customers, Boeing and Airbus [8] - The company has lowered its full-year sales, earnings, and free cash flow guidance due to production rate increases for commercial aircraft not meeting expectations, particularly impacting the Airbus A350 program [9] - Despite near-term challenges, Hexcel has multiyear backlogs from Boeing and Airbus, and it can support higher production rates, indicating potential for significant cash flow growth when sales improve [10] - The revised guidance for 2025 indicates adjusted diluted earnings of $1.85 to $2.05 and free cash flow of $190 million, suggesting the stock is trading at a favorable valuation with long-term growth prospects [11]