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VIEW

VIEW

View Inc. - Class A

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About View Inc. - Class A

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Yea but they used to be long term greedy and at least pretended to care a little about the future. A veneer of concern for the basic stability of society 10-20 years out. Now they literally only care about pumping the market endlessly. Even from a selfish point of view at least some have children that have to inherit a functioning country. Same with bulls today. They're obsessed with gains today despite it being a ponzi scheme. None of those paper gains will matter if we end up with hyperinflation.
Also, obvious is a term that really only applies to the person who says the word. Emanuel Kant, greatly lines out what common sense REALLY is and has an incredibly thought provoking view that applies to everybody alive
And how does this view assist what is to come? Shoulda, coulda, woulda. Dumb decision yes, but laziness and ego thrive in “shoulda seen it from the start” we all could’ve seen that, but now that it has happened how can we realistically recover and stop death other than “yep i knew this would happen, well we shouldn’t have started it” humans overcome problems. And some dwell on the past, one of two stays stuck
Us100 on trading view
This all really depends on your selling time horizon and conviction and you can’t really follow other people. I made some bone headed moves with MU and missed out on $1m in gains. Absolute regard level shit. I’d just say no one really knows, people have assumptions one way or the other. Wall Street bets is not going to give you a good view. You need to think of your time horizon and how much you’re willing to lose if there’s a bad earnings in the short term vs how much you’ll be kicking yourself if you sell away a huge (e.g 15-20%) gain overnight. I’m not giving you my position because this is one of the trickier calls and you gotta make it yourself. My PT for MU was $1200 by mid summer, and maybe $1500 max by end of year. I don’t think memory is cyclical (e.g meeting demand / lower margins) through maybe all 2028 or a little earlier. However the Goldman Sachs analyst does and if there’s a hint of that from the earnings and projections the stock will have a nice reset.
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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