SNA

SNAP

10 tracked calls · 3 long · 7 short · last 90d: 1L/6S

first called by TBPN 4mo ago

SNASNAPSHORT1w ago

“I think this is no longer short-term, not a retro feeling that, oh, just temporary feeling good about retro technology. I think this movement started by the young people, the Gen Z or younger, is here”

TBPN

Gen Z is ditching smartphones for dumb phones, destroying the core demographic that drives Snap's $5.93 billion mobile advertising business.

SNASNAPSHORT@ $4.52

$4.71-4.23%

since call Jul 21

peak +2.7%

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SNASNAPLONG1mo agoFLIPPED

“Snap sitting at 7.18 billion market cap with a projecting 2026 revenue of 6.76 billion... I like that the product shipped. I like that there's experimentation and competition in the wearables market..”

TBPN

Consumers crave lightweight smart glasses over bulky Apple headsets, giving Snap a wide open lane to multiply its $7.18B market cap.

SNASNAPLONG@ $4.44

EXIT$4.47+0.68%

since call Jun 26

peak +9.8%

flipped Jul 21 · held 25d · record frozen at +0.68%

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SNASNAPSHORT1mo ago

“Meta Glasses just brutally framemogged Snap Specs”

RJCcapital

Snap Specs are overpriced and losing the smart glasses battle to Meta — Snap hardware is a failed product line

SNASNAPSHORT@ $4.38

$4.71-7.55%

since call Jun 24

peak +3.5%

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SNASNAPSHORT1mo ago

“But you know what is always a short? Never ask yourself the question, should I short sell Snapchat?”

ThreadGuy

Snapchat is a perennial short, dumping on every competitor announcement with no path to relevance

SNASNAPSHORT@ $4.40

$4.71-6.97%

since call Jun 23

peak +3.2%

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SNASNAPSHORT1mo ago

“I don't think this launch will get them the level of traction that they're gonna need to justify further investment … at a normal company…”

TBPN · Jordi Hays

Snap's $3.5B Spectacles bet flops, no killer use case, launch won't justify more investment

SNASNAPSHORT@ $4.82

$4.71+2.24%

since call Jun 18

peak +9.3%

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SNASNAPSHORT1mo ago

“$2,200 for a pair of glasses you're never gonna wear is not happening, bro. … you could have banked this for 19% on a short.”

ThreadGuy

Snapchat's $2,200 AR glasses are a flop, stock already dumped 19% and the wearable bull case is dead

SNASNAPSHORT@ $4.72

$4.71+0.21%

since call Jun 17

peak +9.8%

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SNASNAPSHORT1mo ago

“Apple fanboys … that's a whole class of consumer for Apple”

TBPN · John Coogan

Snap's $2,195 AR glasses overpriced for the market; lacks Apple's wealthy buyer base or Meta's loss-leader scale

SNASNAPSHORT@ $5.34

$4.71+11.84%

since call Jun 16

peak +19.5%

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SNASNAPLONG3mo ago

“we had the Snap mega church trade on Irenic. they took like 3% stake in Snap. They created a Twitter account, they made this like 100-slide deck, and they…”

ThreadGuy

Irenic activist stake plus 16% layoffs to reach profitability; Snap keeps ripping on the momentum.

SNASNAPLONG@ $6.12

$4.71-23.02%

since call Apr 15

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SNASNAPLONG4mo ago

“Snap has the potential to be a great company and a double AI winner through meaningfully improved operating efficiency and monetization. Irenik has outlined 6…”

TBPN

Activist Irenik says Snap can 7x to $26 via cost cuts, AI ad monetization, governance reform.

SNASNAPLONG@ $4.93

$4.71-4.49%

since call Apr 1

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SNASNAPSHORT4mo ago

“for a lot of advertisers, Snap has not become this like, oh sure … it's like in the marketing mix very regularly”

TBPN

Snap's core ad engine is decelerating as Meta and AppLovin take performance budgets; cash deals mask the gap.

SNASNAPSHORT@ $4.93

$4.71+4.49%

since call Apr 1

peak +12.2%

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