3/26/26 :: VROCKSTAR :: 
SNAP
800mm MAUs for $10 each?
- i don't like how evan controls this ship
- at the same time the chad has delivered nearly 800 MAUs, which is one of THE MOST SCALED networks on the planet
- i don't love how DM is declining and EM is growing
- i don't love how monetization is limp esp w/ the younger gen
- i don't love how they keep trying to make spy-on-u-glasses
- and despite the "social media is ruining the youth" headlines today (lol - i didn't notice, thanks to our "lawmakers" for flagging this)
- at $10/LTV user... the valuation has simply gotten to sillyville
- so while this is yet again a name i wrestle with. i'm not wed to it. it's a buy here in small size.
- AI will boost that big R&D spend line
- access to this user base is scarce
- we're much closer to low than anything else.
- size manage properly, ofc
V
SNAP800mm MAUs for $10 each?
- i don't like how evan controls this ship
- at the same time the chad has delivered nearly 800 MAUs, which is one of THE MOST SCALED networks on the planet
- i don't love how DM is declining and EM is growing
- i don't love how monetization is limp esp w/ the younger gen
- i don't love how they keep trying to make spy-on-u-glasses
- and despite the "social media is ruining the youth" headlines today (lol - i didn't notice, thanks to our "lawmakers" for flagging this)
- at $10/LTV user... the valuation has simply gotten to sillyville
- so while this is yet again a name i wrestle with. i'm not wed to it. it's a buy here in small size.
- AI will boost that big R&D spend line
- access to this user base is scarce
- we're much closer to low than anything else.
- size manage properly, ofc
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.