BoxLongs

BoxLongs

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$SNAP i am a buyer here - there are so many ways to “win” everything BAD is priced in and nothing good. As long as engagement doesnt fall apart, you get the Ad biz for free now. twitter.com/BoxLongs/status/20...

$SNAP when you have 500m DAU and 1B MAU the oppys are endless- i wish they would end the specs foray cash furnace, spin that and focus on other oppys for value creation, like monetization + better engagement, that and take on the SBC issue by slashing it, get the stock up 100% in no time.

This is the playbook for $SNAP. Become all banking for next gen. x.com/teslaconomics/…

$SNAP WF 4Q:25 EPS Preview: Hard Pivot to Monetization - looks like hes moving numbers, DAUs cut, slight increase in 2026 ebitda.

$CMRC 1% (75%) chance that this applies to http:/Commerce.com !!!!! but im glad to see that a board member is tweeting about it.... lol. twitter.com/BoxLongs/status/20...

$SNAP its amazing how much hate this idea gets. what if evan really just decides to focus on profitability?

$GEMI great call- i was kicking the tires but did not know what i was kicking. exquisite timing on that 40% face rip. all these crypto equity plays are right in your wheelhouse. i keep watching !!!!!!

$PATH napkin math, on 15% ARR growth next year and 5-10x ARR PTs in the $22-42 range. plenty of room here

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