Remember messaging apps aren’t mutually exclusive. People use Facebook and Instagram. They use WhatsApp and Snapchat. Direct short video, messaging, streaks,lens/filters, memories, all stored in the app. I invested pre-earnings because a bunch of 21 year olds went on TikTok saying they would off themselves if they ever lost their Snapchat memories because all of a sudden you needed to pay to keep them. Incredibly lucrative, and income sourced from “Other” revenues from Snap+ and Cloud Storage are in the triple digits. Nearly 80% of people that use snap are > 18 years old and have a credit card. They’ll pay.

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SNAP 6$ EOY confirmed by this guys hubris

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That's such a slippery slope and bad advice, honestly. Guy was on a roll, made a big chunk of money,now it's time to snap out of it and back to reality . If he continues to trade , even using a smaller amount, and his luck runs out, he'll be tempted to chase the losses to get back to 223k. We all know how that ends

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Snap stock hasn’t moved in 3 years. I don’t see anything different happening soon

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my research say's that snap price might go to 6$ per share

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>some people have to buy the Memories subscription >1 Billion Monthly active users and still growing although in 3rd world countries >Snap is a dictatorship not a democracy Spiegel can drive this into the ground if he really wanted All I needed, thank you.

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Ask yourself if you would pay for the same service on whatever platform you use. I won't. Im moving to Quora or something else if Reddit tries to charge me money. Unless you are an established Snap creator, there really isn't much friction moving platforms, especially since SNAP isn't remotely close to being one of the top + aging out. Everything else that you mentioned + everything in the original post. I can replace the word Snap with Meta and Tik Tok and they can do exactly the same thing. Snap's only moat is their age group preference, but that collides with their upcoming revenue model. Lastly, expect the social media ban for tweens to continue growing worldwide in 2026. This will hit everyone, but Snap the hardest. But with that said, i'm still holding Snap. Just not as long as you. Especially if Meta keeps sliding.

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Headwind: How to actually make money on their current model once the one time perplexity money runs out + knowing they locked out bigger AI players. Like you, I caught the slide before the earnings, but I will be selling way before you. Whatever Snap can do with Perplexity, Meta and TikTok will be beating them to the punch with sheer resources. Telling yourself they have turned the corner profit-wise because of the perplexity money is just lying to yourself. Good luck believing in a subscription model when everyone else is basically free.

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My META strategy now: Rotate gains from my winners into META LEAPs *slowly*, probably at a cadence of a contract every 2 months. Win-win scenario: \- If META reverses quickly, my current calls go back into the green. \- If META stays range bound in the low $600's (or falls even more), I lower the cost basis without concentrating too much too early, and I end up with a loaded sling shot ready to snap aggressively the moment META reports positive news.

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My strat now is to rotate gains from my winners into META LEAPs *slowly*, probably at a cadence of a contract every 2 months. Win-win scenario: \- If META reverses quickly, my current calls go back into the green. \- If META stays range bound in the low $600's (or falls even more), I lower the cost basis without concentrating too much too early, and I end up with a loaded sling shot ready to snap aggressively the moment META reports positive news.

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