Snap Inc.شراء
2/4/25 - $snap - r/r +ve, this one's always volatile
2/4/25 :: VROCKSTAR :: SNAP
r/r +ve, this one's always volatile
- every EPS season i like to see a week or two of pitches and then it's clear what the "theme is". it's a game i like to play
- while so many names have yet to report, anything that's pure software, somewhat consumer exposed and not a total loser (as in... it's a decent cap, still has engagement, generates cash etc. etc.) has tended to do pretty well
- admittedly i've always rated zuck more as a leader, but evan's still at the helm and now cheaper inference could be the unlock to these margins and/or offer something interesting for mgmt to chat about
- while it's not "pure" FCF (some SBC to be aware), 5% isn't bad for a name that's growing DD+ and is highly volatile. it's also a reasonably scarce internet property as it's sticky messaging vs. feed-only. i do think they have still to define the ultimate mission, which keeps me watching, always... for seemingly years (since 2017 i've followed this Q by Q)
- anyway
- this is bound to be up or down at least 10% in this tape, maybe more. calls offer better risk/reward given tape likes software per above, ad trends +ve should be a spray and pray benefit to most stonks (partially why i'm nibbling googl as well into results - go read that)
- a loss here will be a paper cut, but i think the setup at 6/10 is good enough for a small punt (5 bps into print for weeklies)
whatchu think anon? am i getting a lil too cray cray ahead of uber results tmr AM which is my bigger fish?
V
SNAPr/r +ve, this one's always volatile
- every EPS season i like to see a week or two of pitches and then it's clear what the "theme is". it's a game i like to play
- while so many names have yet to report, anything that's pure software, somewhat consumer exposed and not a total loser (as in... it's a decent cap, still has engagement, generates cash etc. etc.) has tended to do pretty well
- admittedly i've always rated zuck more as a leader, but evan's still at the helm and now cheaper inference could be the unlock to these margins and/or offer something interesting for mgmt to chat about
- while it's not "pure" FCF (some SBC to be aware), 5% isn't bad for a name that's growing DD+ and is highly volatile. it's also a reasonably scarce internet property as it's sticky messaging vs. feed-only. i do think they have still to define the ultimate mission, which keeps me watching, always... for seemingly years (since 2017 i've followed this Q by Q)
- anyway
- this is bound to be up or down at least 10% in this tape, maybe more. calls offer better risk/reward given tape likes software per above, ad trends +ve should be a spray and pray benefit to most stonks (partially why i'm nibbling googl as well into results - go read that)
- a loss here will be a paper cut, but i think the setup at 6/10 is good enough for a small punt (5 bps into print for weeklies)
whatchu think anon? am i getting a lil too cray cray ahead of uber results tmr AM which is my bigger fish?
V
إخلاء المسؤولية
لا يُقصد بالمعلومات والمنشورات أن تكون، أو تشكل، أي نصيحة مالية أو استثمارية أو تجارية أو أنواع أخرى من النصائح أو التوصيات المقدمة أو المعتمدة من TradingView. اقرأ المزيد في شروط الاستخدام.
إخلاء المسؤولية
لا يُقصد بالمعلومات والمنشورات أن تكون، أو تشكل، أي نصيحة مالية أو استثمارية أو تجارية أو أنواع أخرى من النصائح أو التوصيات المقدمة أو المعتمدة من TradingView. اقرأ المزيد في شروط الاستخدام.