Tbf, it was really hard to see that Fed would ignore: * 5 years of high inflation * 4.2% CPI * Accelerating core PCE before energy shock * Obvious rampant speculation, excess and worsening K shape.

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That's why I'm holding lol. Rklb is a core position, I suppose SpaceX is too, because I got allotted. But asts I held onto because it's right at that 200 day moving average, where it has eventually bounced the last three times

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It undermines asset based lending and investment which is a core driver of long term capital investment from insurance companies etc. Bond holders worry about loss of future purchasing power in their coupon payments and don’t like inflation eroding them. At the same time issuers don’t love committing to fixed payments when they might become more expensive in real terms

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TL;DR: SNAP stock has been a flaming bag of shit for years, but their new 2026 Specs AR glasse are the hardware that finally unleashes the one force stronger than anything in tech: human horniness. AR pornstars in your bedroom, interactive, AI-driven, synced toys — this isn't some sci-fi cope, it's the next logical step after VHS, broadband, and mobile porn. If even a fraction of coomers cop these things, SNAP becomes a multi-bagger. First mover on the ultimate killer app. YOLO your rent into 2027 LEAPs, or stay poor watching vanilla on a screen like a normie. The Porn Thesis (History Doesn't Lie, Bros) Porn has been the silent MVP of tech adoption forever. Mid-90s home computers? Porn. Fast internet in the 2000s? Porn. Smartphones? You already know. Now we're at the AR glasses arc. Snap's dropping real consumer Specs this fall 2026 — lightweight, immersive, standalone AR that overlays shit directly in your world. Not lame phone AR. Full spatial computing. The Killer Feature Nobody's Saying Out Loud Forget filters and Bitmojis. The real bag is AR interactive porn models. - Volumetric capture a bunch of top pornstars (studios already experimenting with this tech). - Generative AI makes them reactive — they respond to your movements, surroundings, and the action. - You're not cucked watching some dude on Pornhub anymore. She's in your bedroom, bouncing on you, whatever position. Full presence. Add Bluetooth toys that sync with the motion and you've got a hardware + subscription + content ecosystem that prints money while you're... occupied. Weebs get their anime waifus. Women get the AR Chad. Everyone wins in the most degenerate way possible. This isn't niche — it's humanity's oldest hobby scaled to new hardware. Why SNAP Specifically? - They've been grinding on Spectacles for years. 2026 is the consumer launch window with real field-of-view and immersion. - Snapchat already has massive young user base + camera/AR expertise. They can build the platform, app store, and content partnerships. - Monetization stack: Sell the expensive glasses (~$2k range), recurring subs for premium models/content, in-app purchases, developer cuts, synced accessory ecosystem. It's an entire horny economy. - If they execute, this becomes the default AR platform before Apple or Meta fully wake up. Network effects go nuclear. The rest of the business (ads, DAUs) is the boring foundation, but this is the rocket fuel. Risks (Paper Hands, Don't Say I Didn't Warn You) - Pricey as fuck glasses at launch — only true degens and early adopters buy in. - Regulatory cockblocks (kids + adult content drama is already a thing on Snap). - Competition from Meta, Apple, whoever else. - Execution risk — Snap management has a history of hyping then disappointing. - Moral panic / app store bans could slow rollout. - Macro ad spending still matters for the core biz. This could 10x or it could be another hype cycle that dumps. Classic WSB lottery ticket. Position: Long shares if you're a boomer. LEAP calls or Jan 2027/2028 options if you're a real autist. I'm not a financial advisor — this is just a horny TED Talk from the internet. Do your own research, don't @ me when your portfolio gets pegged. Mods don't ban me, I'm just connecting dots that have been obvious since 2020. Diamond hands on the future of cooming. Who's in? 🚀🍆

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