SNAP

HeavensRoyalty

SNAP has been great to trade, especially lately. AAL as well

austinvvs

NKE performed like absolute dogwater, so did SNAP, and TGT Im up over 100% on one portfolio. Everything went up this year and I’m no genius lol.

lies_are_comforting

FISV, NVO, GAMB, DJT, LULU and WEN are all down since April 9, some of them over 50 %. SNAP and TGT are flat. So, I guess not *literally any stock*.

raruna461

The real test is what happens when the market isn’t in recovery mode. Catching knives during a sideways or tightening cycle is where this blows up fast. Survivorship bias is huge here because for every SNAP or NKE bounce, there are plenty of stocks that never come back. Still, well played!

Ruby_Dragon_DJ

Why not cut SNAP and fuck both?

barongoetz

SNAP – I hope Evan now has enough money for Christmas presents for his family (after selling $10 million worth of shares, Miranda and the children will soon be getting some great gifts) and now this junk stock will (should) rise and rise and rise... (I've believed in this business next door for 2.5 years, but where's my gift, my dear?

Slightlybadpicks

Bro I’m balls deep in SNAP 😭

NaiveMercury

I can't wait for the day in which SNAP will fall under 1$ and it will have a BYND type of squeeze from regarded traders At least that time I will be prepared

Internal_Field5970

Yeah it wasn’t a coincidence that corn went down when SNAP benefits were under stress 😂 

cfaawlday

Imagine SNAP ends up being the AI winner 🤣

rioferdy838

whoever told me to buy $SNAP needs to apologise.

95Daphne

It’s actually up 1% but if they are linked to OpenAI, that link is toxic asf right now due to ORCL and burned everything AI down in flames in the overnight deal (which is entertainment purposes only arguably, but still interesting). ORCL is apparently the SNAP of this era in AI.

stephendt

SNAP and ZOOM would like to have a word

way2lazy4u

SNAP

Slut_Spoiler

I know y'all thought orcl could do a 30% earnings move again. SNAP fucking sucks

AvocadoPurees

Not sure banking on the admin, one that used SNAP benefits to bargain, to drop the #1 tool to manipulate money market is the move

Life-Industry-1131

Fucking market hasn’t been fun since OPEN popped off man 🥱 where’s the fun at ??? What stove is the boiling pot on right now what is bubbling that I don’t know about Me thinks SNAP, UNH… good ol classic “WTF that’s still a stock??” Stocks

drbigtoe

Trump daddy announces bailouts for the regards who voted against their own interests. Why are my taxes going to these fucking farmers in the form of handouts? I'd rather my money goes to people who actually need it like SNAP recipients.

r0_0nery

thanos $SNAP your port 💸

Ok-Produce-1072

As an AI researcher, I'm amazed at how well research papers from SNAP are compared to other companies. Their shit is fire. Then I remember these top level PhD researchers spend their time making filters so that underage kids can sext each other.

shortgamegolfer

Enjoy? No thank you, I can afford to get to work in my huge SUV. But, these starter cars are great for the entry level workers who need to get to work because SNAP got defunded for their state.

Outside_Ad4446

Why such big Shrek pee pee on SNAP?...

Character-Pizza-8133

Calls: NVDA, GAP, FHN, SNAP, NE, CMCSA Puts: CMG Let’s go! 🤘

Afraid_College8493

people have been saying the same of SNAP for a very long time.

Crazy_Donkies

SNAP always has a ton of open interest and volume.  I have been buying and rolling for some time waiting for a pop.  

toomuchgoodstuff9

Learning that if something is “under valued” in this market there is probably a reason. Looking at you AMZN and SNAP

ebfeebfe

RUSSIA BLOCKS SNAPCHAT - RIA $SNAP stable as user count drops by 66% to now 2.

MagJack

the state allows people on SNAP to buy lotto tickets at the same counter too, and profits from it.

christopheroptions

When is $SNAP next earnings ?

BrokeButFunny5

Denying it? Nah. If I was trying to dodge accountability I’d be in the running for a corner office at SNAP HQ.

Far-Requirement9180

Holding SNAP until 2035 probably - unless META decides to acquire them lol

kingofwale

I hate SNAP, almost as much as I hate weed stocks

0dtez

🥭 giving Elon the SNAP money 💰

WSB-mods-are-

bears extra spicy this month due to lost SNAP benefits

EvolvingDior

Market has been broken since Trump withheld SNAP benefits. Coincidence? I think not.

bikbiky

There’s two huge problems my man… First is that when SNAP was at its peak popularity in 2020/2021 it was largely used by a bunch of teenagers- problem there is that teenagers DON’T HAVE ANY MONEY. So you advertise to these big kids and it does nothing cause they have no scratch. Ok second big problem is that now those same teenagers (bulk of user base) are now moving into their 20s and snap has this adolescent vibe they are walking away from in favor of Instagram, TikTok, possibly Reddit. Go into a college classroom of sophmores/juniors and ask them to raise their hands if they used snapchat today- and then sell those shares while it’s still above $7

Ryanopoly

>I invested in SNAP

Negative_Win_5117

I’d rather own Pintrest than SNAP

rickybobinski

Every 2 weeks or so someone posts something like this about $SNAP. All of them are wrong.

Evening-Mortgage6287

i agree with this play SNAP is gonna do good in 2026

Slightlybadpicks

CAVA, CMG, SNAP, LULU, BYND to name a few lmao 🤣 all down at least 30 percent

RamenGod

I have a crap ton of SNAP calls down like 80% lol

Pazzaaaaaa

I can’t believe they haven’t sold yet. Google/meta would buy up SNAP in a second but leadership is too fucking stubborn.

bdh2067

SNAP might. Might. Be a turnaround story if/when ES and gang are booted. Until then,…this is a terrible idea

Desmater

Out of all the social media app stocks, you pick SNAP. Should have gone all in META at least.

ThinkingOfTheOldDays

Food & Beverage stonks getting shellacked by the SNAP cuts, imo 

Non-profit-God

Good luck and thank you for the non-AI DD but I just don’t see SNAP being a good buy. Hope I’m wrong and you make buttloads more than you already have.

Glaive13

How did i grow my account to 1.5 million? I invested 2 million into SNAP 🤪

Amaeyth

SNAP is short term pump hopium. I have no belief it will be a meaningful company on its own in 10 years. I quit using it the instant I got out of high school a decade ago. Instagram ate its lunch.

depthdiverr

SNAP is such a shit stock

Weak-Pomegranate-435

Those weird dogs will die before they give up on SNAP. Calls.

BrokeButFunny5

Coming from someone who unironically believes SNAP is the chosen one? That’s comedy.

HorizontalTomato

There are so many good companies to invest in that it’s crazy you landed on SNAP

Crazy_Donkies

Reddit hates SNAP. I made 100% on calls last quarter and will do the same next quarter.

Crazy_Donkies

I've seen enough, and read enough here, to make a decision. 6/26 Calls. DAU is increasing despite the incorrect mentions here. Stock compensation is decreasing. Margins improved last quarter. Monetization is improving as shown by revenue per user. Finally, if you say no one uses it, you are dead wrong. Teens use SNAP as much as TikTok. Their glasses are infinitely stupid. But whatever.

BrokeButFunny5

Bro… this post reads like you’re trying to convince yourself your 250,000-share hostage situation is actually a “long-term thesis” and not a cry for help wrapped in financial Stockholm syndrome. SNAP has been bleeding money longer than I’ve been bleeding from YOLOing weekly SPY puts, and you’re out here writing a corporate fan-fiction novel about “nimble teams” and “subscription revenue” like Evan Spiegel is gonna Venmo you tendies for loyalty. SNAP doesn’t innovate they watch META steal their lunch, eat it in front of them, and then charge shareholders for the privilege. You’re talking about AR glasses like it’s some world-changing tech when in reality it’s just [Wish.com](http://Wish.com) Google Glass that nobody asked for and nobody will buy. Snapchat can’t even make a profit with a literal army of teenagers handing them free engagement but yeah bro, I’m sure “Memories Storage Plan” is the thing that finally saves the company. Incredible turnaround story. Truly inspiring. And $100B market cap? My guy… SNAP hitting $100B is about as realistic as me hitting the gym after losing 80% on earnings. Not impossible, but we both know it ain’t happening. This isn’t a thesis. This is a eulogy with extra steps. But respect it takes guts to double down on a stock that’s been rug-pulling people since the Obama administration. I salute your degeneracy.

NegativeEI

With no disrespect intended, I read your whole "thesis". I read your conclusion and went back to see how you arrived at it. I am confused. How is 2026 a turn around year based on what you wrote? Subscriptions have to go up so much for any significant movement imo. Just looked at their numbers and if these are correct, number of subscribers are too low. How is anything significantly change in 2026? Profits slightly above user growth and engagement? How is that going to move the stock significantly? Very good growth and very healthy profits would do that. Within a year? How? Increasing space for ad inventory? OK. How much will that increase the revenues? Small nimble teams? Snapchat + success? I don't know anything about SNAP. I just looked at when snapchat+ debuted (seems to be mid 2022). I then looked at their stock price since the debut. I don't see a success there. Small teams are fine but how are they going to come up with a product that will be a smashing success that will fuel their 2026 revenues and profits? Wishful thinking imo. Did they bring in new people with track record of success from other successful companies? Who are these people forming these nimble teams? All these giant tech companies failed (so far) at wearable tech. How is SNAP-with supposedly per everyone here succeed with their incapable management? You are really reaching when you claim if it fails, it is a good thing because they won't spent so much capital going forwards. Your point about DAU and MAU is not a positive imo. It is a negative as they have a lot of users and they haven't been able to capitilize them so far. They are not a brand new tech company, they have been around for a while. Plus, per you, flat/decreasing US&European users and increasing third world country users is a disaster. The only thing that is intriguing is the M&A angle. Then again why would these companies buy SNAP? So, they can fix issues to make money? I fail to see that point as these giant companies do not need SNAPs profit margins. They may need the young user base. That's really all I can think of but if they haven't purchased it yet, I am unwilling to make a massive investment with the hopes that they will soon do that. I am someone that likes to find beaten down companies and invest in them. However, even if they fix their stock based dilution(I've read about this in a previous post iirc), I don't see a stronger argument then they have been extremely poorly managed, how bad can it get? Now, if the owners didn't have that much power and a new CEO with a different vision/approach was to take the helm, I would be very interested to hear his/her vision for the company. And invest accordingly. But I don't believe that is happening any time soon. Having said all of this, best luck to you. I mean it. If you have other/better arguments, I am happy to read them.

roddybiker

PINS over SNAP Both likely regarded plays

dingleberry314

This times different! Bad product, bad monetization, SNAP will be forgotten in the AR space as competitors like Meta have better marketing. The entire content base of the platform is OF girls, the userbase has no funds, and the second they stop paying so much for content from their influencers everyone will abandon ship. They've been pointing at user growth, which is all dilutive on an ARPU basis because it's all 3rd world and probably bot farms. Good luck to you OP but this is a clown company.

shutnr

I’ve never been so close to completely crashing out watching SNAP

imthesatman

SNIP SNAP SNIP SNAP. Do have any idea the toll this has on my investments?

Slightlybadpicks

The whole world will rise up, including my small ass PP, but this MF SNAP will never be green 🤬🤬🤬

Commercial_Horror204

calls on SNAP the untapped

Commercial_Horror204

SNAP should be 9 for its AI potential

Commercial_Horror204

Bought tons of SNAP... very undervalued. look for 9 real quick

freshcoastghost

Google. Sold it during the antitrust stuff in 2023. One I held too long was SNAP....it was trading at $76 in 2021 and I kept it. Ridiculous.

MasterDebator691269

Do you still have this position? SNAP is now down to $7.59 a share

pineapplekiwipen

Who even uses snapchat anymore I don't put money in SNAP for that reason

SophisticatedLogic

I am disgusted that I full ported 100,000 shares into SNAP at 8.27… everyone who is normal is yoloing on corn or NVDA but nooooo… I am highly regarded so I picked the worst stock of all time !banbet SNAP 10 60d Either I make money and get banned or stay in WSB as a poor

MediocreDesigner88

So, $SNAP calls

bdh2067

Meh. +/- 5% is the expected move and I bet it’ll be inside that. SNAP mess likely hurt em, food inflation is very real but they may guide OK

Dismantle__

So is SNAP just stuck in 7.60-7.70 range forever?

tnolan182

We are closer to defunding SNAP and food banks in this country than universal income.

Soossaaaa

SNAP rn is what GOOGL was at 140

Youre_Brainwashed

SNAP has so much potential because of its huge user base, but damn they have no idea how to monetize it. Anyone else thinking they're a good M&A target?

CEOofBeanz

SNAP calls

MediocreDesigner88

I sold my $SNAP calls perfectly before this drawdown. Do I buy back in now?

alien-observer-37491

NVO is a vibe. In the eternal words of a certain Michael Scott: SNIP SNAP SNIP SNAP SNIP SNAP.

SophisticatedLogic

I am jacked to the tits with SNAP but losing confidence

infected_scab

SNAP has the price history to become a memestock. Well known name but in the toilet.

SophisticatedLogic

Cmon $SNAP do something , pleas fly again

Short125x

Should I buy SNAP?

Soossaaaa

SNAP undervalued af

JayArlington

Seen the SNAP argument bandied about and I assure you it will not hurt them at all. People on SNAP still find a way to eat food even when the check doesn't clear. They are still shopping at WMT. If WMT was worried they wouldn't have moved guidance up.

spazquick815

Feels like a nothing burger. TikTok, Google, SNAP were also sued for similar reasons by the same law firm.

eyerollingsex

So they put fluoride in the water to protect our teeth But SNAP allows you to buy a bunch of sugary foods and those ones are the cheapest The military is the biggest buyer of chocolate It’s almost like it’s one big machine I am so retarded

TestingLifeThrow1z

META isn't just facebook, it's ig, whatsapp, and the mass audience in the advertising space that is undefeated to date with PINS and SNAP falling out. MSFT can lose all their races but they are not losing their department of defence contracts.

chris-rox

Trump cut SNAP and then immediately threw a Roaring 20s Great Gatsby-themed party.

OnceALoser

SNAP is becoming very predictable. From $7 to $9 and then back $7.

Loway488

SNAP going to ripppppp

ebabz

SNIP SNAP SNIP SNAP SNIP SNAP you have no idea the emotional toll this has on a man

HeckleHelix

I don't work there. Just economics decision on my part. As things deteriorate, more people trade down; WMT benefits. Even with tariffs & without SNAP, their stores remained busy, & captured more online shoppers. Just sold WMT, will buy back at a lower price once the confidence & fear fades

paradigm_shift_0K

Thanks for another reasonable reply. I don’t think there will be an expensive war and doubt we will get bogged down like other presidents have gotten us into as Trump is very deliberate to get in and get out as we saw with Iran. I think the Venezuelan leadership is seeing these displays of force, plus the battle group off their shores so I expect there could be regime change without having to invade or bomb them. On the other points I and others have a different viewpoint. Instead of expanding SNAP and other programs for the poor, we think it is time to help the poor not be so poor any longer! Let’s get those who are able bodied working as there are a lot of jobs and there is little reason to be poor with the opportunities available in America. Very candidly, and this is from someone who was poor and hungry at one time, hunger is a forceful motivation to stop being poor and do what needs done to make a living to take care of one’s self. Let’s spend the money on programs to get poor people working so they are no longer poor. With the many illegal immigrants being deported there are a LOT of jobs available. The trades are high paying jobs and are in desperate need of workers. I could go on, but you get the point. I agree with you on ACA which the democrats set up and knew the subsides were going to end at the end of 2025, but Biden did nothing about it, so this again is a lack of focus, work, and foresight. We can say a lot about Trump but he is usually focused and working hard to achieve his agenda, which we could not say about Biden. I’m in the camp to stop throwing money and temporary patch fixes at problems, and instead spend the money to fix the root cause so the problems don’t need costly work arounds. It seems many in DC only focus on the work arounds …

snark42

> While they may not make the drugs, they are trafficking them per this from the GAO: Mostly cocaine and money laundering though. Not good, but again not very expensive war or extrajudicial killing worthy in my opinion. > See this about tariffs and 1929 which is not felt to be related: Saying it caused the 1929 crash was definitely hyperbole, I admit. I feel they should talk more about the Fordney-McCumber Act and it's impact leading up to Smoot-Hawley if they want to make this argument. Regardless of if Fordney-McCumber and Smoot-Hawley caused the crash, it was terrible policy and objectively made things economically worse for the United States for many years. Again Congress didn't mean to give the Executive wide spread ability to tariff. Targeted tariffs like Steel, Aluminum, Chips, etc. (more like Trump's first term and Biden) is perfectly reasonable. > Look at the SNAP and other entitlement programs that so many are screaming about as they are being scaled back to what is more reasonable. This issue is extra complicated because the Feds told states they need to do more to stop waste, fraud and abuse while at the same time cutting funds for administrative costs that help to detect those exact things. I would support reforming the program to block the purchase of soda, chips, ice cream and other empty calories or making it more like WIC supporting specific staple items like milk, eggs, butter, cheese, meat, produce, etc. only though. I also think USDA killing the Local Food for Schools program and the Local Food Purchase Assistance Cooperative Agreement was terrible policy that supported US farmers and kept money and support within a local community. Bottom line, while we should do what we can to get rid of waste, fraud and abuse in SNAP, I don't think that should mean reducing benefits to people who are hungry in the US. I have similar concerns about Medicaid and Medicare cuts and their impact on the poorest people in the US. It's shameful how the US spends more per capita for healthcare than much of the western world all to end up with worse outcomes. I tend to think single payer could be a good solution, but realize it would be rife with problems. ACA's blend of medicaid and tax credits for the open market makes a lot of sense in theory but it's in need of reforms and some legal way of encouraging everyone to sign-up to spread the risk across a bigger risk pool.

skilliard7

> Just wait until q4 results are in after the govt shutdown and missing SNAP payments. Walmart captures aproximately 25% of all SNAP spending. Pretty sure November benefits will eventually get paid out, so there will probably be a surge in sales when those get paid out.

paradigm_shift_0K

Thanks for a reasonable and rational reply. Few have this ability any more. While they may not make the drugs, they are trafficking them per this from the GAO: [https://www.gao.gov/blog/venezuelas-political-unrest-has-made-drug-trafficking-money-laundering-and-other-crimes-easier](https://www.gao.gov/blog/venezuelas-political-unrest-has-made-drug-trafficking-money-laundering-and-other-crimes-easier) See this about tariffs and 1929 which is not felt to be related: [https://www.cato.org/blog/smoot-hawley-tariff-great-depression](https://www.cato.org/blog/smoot-hawley-tariff-great-depression) I agree about research winding down as opposed to removing them unexpectedly, but removing funding is always problematic. Look at the SNAP and other entitlement programs that so many are screaming about as they are being scaled back to what is more reasonable.

EvolvingDior

Mods gonna need to pin instructions teaching bols how to apply for SNAP benefits. Otherwise they may go hungry for the holidays.

Worried_Quarter469

No bread lines, SNAP getting cancelled Good time to check which of your neighbors leave their cats and dogs outside

LetigiousBoobFart

down $6,000 since halloween. still up $11,000 YTD current portfolio: 1) META 100 shares @ $666.20 with ~$4,000 collected in premiums so far 2) PYPL 129 shares @ $65.8 with ~ $203 collected in premiums 3) SMCI 400 shares @ $37 with ~ $418 collected in premiums 4) SNAP 300 shares @ $10.33 with $631 collected in premiums

LetigiousBoobFart

if we all can just come together and agree to go all in on META, PYPL, SMCI, and SNAP, then i can unload my bags. LET’S DO THIS PEOPLE