TechCrunch
03 Nov 2026, 18:51 UTC · 1h ago
Ferrari's controversial Luce EV is sold out for 2027
Impact · against what's priced in
Ferrari's strong Q3 and the Luce EV's demand largely validate existing market assumptions, though the specific lack of cannibalization of the combustion lineup remains a potential upside. Reddit's pivot to a logged-in experience confirms the ongoing loss of search traffic the market has already begun to price in.
- RDDT−0.10
Already priced in
- The price assumes
the loss of Google referral traffic mark the start of a sustained deceleration
The shift to a logged-in experience specifically because search traffic is 'drying up' confirms the negative traffic trend the market is currently using to justify a growth deceleration toward 15.6%.
What RDDT's price assumes · Sep 3
