8/22/25 :: VROCKSTAR :: 
SNAP
Um...
- you have 1/7th of the global population using this each month.
- about 7% of the global population using this each day (453 mm)
- when you factor in affordability etc. etc. you're realistically addressing probably 30% of the global pocket of users, daily
- and for like <$30/user... (so 13+ B mcap divided by 453 mm users)
- seriously?
- forget cash burn
- that's a global platform growing users
- and you get this access to data/ attention DAILY for <$30/user (LTV??)
- someone's not doing the math here.
- i can't help but think this might become a deep area of research for me into next year as a potential top pick into '26
- am i missing anything
- starting w/ a 2% ST position to get toe in at this pt
V
SNAPUm...
- you have 1/7th of the global population using this each month.
- about 7% of the global population using this each day (453 mm)
- when you factor in affordability etc. etc. you're realistically addressing probably 30% of the global pocket of users, daily
- and for like <$30/user... (so 13+ B mcap divided by 453 mm users)
- seriously?
- forget cash burn
- that's a global platform growing users
- and you get this access to data/ attention DAILY for <$30/user (LTV??)
- someone's not doing the math here.
- i can't help but think this might become a deep area of research for me into next year as a potential top pick into '26
- am i missing anything
- starting w/ a 2% ST position to get toe in at this pt
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.