Possible scenario
Data Licensing Wins
40% Chance
Reddit’s shutdown of RSS and public API access becomes a stronger negotiating tool rather than a user-growth problem. AI developers and search partners accept paid access because Reddit’s archive of recent human conversation remains difficult to replace.
Secondary impacts
- Consumer Services +0.3%
- Technology -0.2%
Tickers
- RDDT+4.5%
- GOOG-0.2%
- MSFT-0.1%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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