And his correction on my mistake still doesn’t change the fact of the matter. $6B TTM and $700M ARR mean nothing when the operating expenses of the company exceeds that by 10-15%, and they are constantly operating at a loss. They spend a *significant* chunk of their budget yearly on R&D efforts that don’t churn out the same monetary returns. Therefore, this dude is literally betting $110-120k on the hope that Snap somehow doubles in stock price in two months, over a Kylie Jenner collab.

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TTM revenue being $6B means literally nothing when Snap’s operating costs for the year are *over $6B.* Nearly 2/3 of Snap’s entire budget goes towards R&D and SGA (Selling, General, Administrative) duties, every year. Snap has never operated in profit, and has basically operated at a loss since its inception. In fact, they came into the 2nd quarter of 2025 with over $250M in losses. You’ll need Snap to make *at least* $2B in sales for the glasses for them to just break even, or else the Kylie Jenner sponsorship is going to lose Snap money. Edit: Apparently SNAP also has an ongoing class action lawsuit against their own investors, with snap investors claiming that SNAP misled them about the profitability of their ad platform. Having your own institutional investors file a class action suit against you, is surely great for growth.

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Not sure the numbers were clear. They have 6b+ in ttm revenue.  A part of that is they launched a subscription service called snap+ which is growing 70% y/y and generating 700m in arr.

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I’ll stay invested and buy along the way whenever it decides to come back to earth. Only hedge I have is about $10k (very small position) in tslz. Tesla takes a dump, I make money. The bubble isn’t in the top companies, yet. It’s in nuclear, quantum robotics and a number of other small cap policy driven runners who have very little to negative revenue TTM and none projected for years to come. Follow earnings reports, not the headlines.

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$Atom ttm

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One of these. RKLB is on track to make 500m this year with a 54.4% TTM growth. All the others make the equivalent of nothing. All these regards belong here.

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$CAN. TTM. Apes. Wife’s BF. Tendies. Paper. Diamond ballz. Etc.

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They are losing money hand over fist they are $1 billion in the red TTM compared to a loss of $45 million last year no wonder the stock is down 70+% from ath They haven’t had a profitable year since 2020 They have $3.6B outstanding liabilities and about $1.5B in real assets if you pull out good will and intangible’s, essentially they are bankrupt If you want to dig into their (unaudited - red flag) financials here it is: https://investor.alight.com/news/news-details/2025/Alight-Reports-Second-Quarter-2025-Results/default.aspx

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I am up 145%ish TTM. Without going full regard. 80%-90% shares, but 75% of that is in just a couple stocks.

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