|
22.08.25 - 20:15
|
8/22/25 - $snap - Um... (TradingView)
|
|
8/22/25 :: VROCKSTAR :: NYSE: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
|
|
|
|
|
05.07.25 - 20:39
|
$SNAP -- accumulation $8 into $9. big move brewing into earnings (TradingView)
|
|
Hello, extensive chart here: Daily and Weekly. Looking at this name I like the setup here. The Daily and Weekly chart shows strength in this area, $8 to $9 with heavy accumulation and support. The Weekly chart shows about 13 weeks of this bottoming area with tons of buying from previous years as well. NYSE:SNAP has earnings July 25th and I will be looking to enter $10 calls with a date of 8/15. The premiums could spike just into earnings since it is a popular name to play around that time and it has plenty of daily volume. The SMA and EMA on the weekly honestly is my target -- it is a big sell zone. We are in the liquidity area and have been. Will be starting a position on these contracts this coming week. This name should see $10 with relative strength but my first target is mid $12 before earnings. I would like to shed some contracts into the earnings date and see if we can make an extra buck or two on profited contracts so when earnings comes it can be a risk free stress free play.
WSL.
|
|
|
|
30.04.25 - 13:30
|
4/30/25 - $snap - I'm in for a small 1% sub $8 (TradingView)
|
|
4/30/25 :: VROCKSTAR :: NYSE:SNAP
I'm in for a small 1% sub $8
- the metric that matters most to me is growing DAU and at this stage, there's visibility to 1 bn DAUs. very few co's nevermind of this size, have that scale
- we know openAI wants to build social. we know Google desperately needs social. etc. etc. and let's look a the metric that's perhaps the only one that puts this all into perspective: value per DAU. pre-mkt sub $8/shr implies nearly $16/DAU.
- yes. i get the massive SBC. it's what's alway made me hold my nose. yes i get the Evan votes my shares discount. but let's get real here, they're not *actually* burning cash. revenue growth is there b/c it follows DAUs. and mgns only continue to improve given the nature of this data-intensive product. oh - and in a world where AI eats everything digital, the only survivors (IMVHO) are ones with some form of human network effect. imagine trying to re-create this size/ scale product with this many users. possible. but for $16/DAU and technically pro
|
|
18.04.25 - 20:57
|
SNAP. LONG IDEA. (TradingView)
|
|
I really like this level on Snap. I like this trade a lot because it has a clear level to target that I believe they will test at some point. My favorite longs are when we have a clear level that is begging to be tested. Hoping to get an entry in the next few months or year.
|
|
|
04.04.25 - 20:39
|
LONG SNAP: Ooohhh SNAP Buy @ $8.35 set target for 40% (TradingView)
|
|
With the exlcusion of double bottoms and minor noise in the trend, snap has risen 5 times from $8.35 to +40% gains with the highest at 114%. It just dropped below $8.35. Buy of it rises above $8.35, set your target at 40% or move up your stops using higher highs/higher lows.
|
|
|
22.03.25 - 21:57
|
SNAP LONG (TradingView)
|
|
Entered SNAP LONG.
Thesis
Break and retest of down trend line
Change of character
Looking for 2:1 RR
|
|
|
|
04.02.25 - 21:39
|
2/4/25 - $snap - r/r +ve, this one's always volatile (TradingView)
|
|
2/4/25 :: VROCKSTAR :: NYSE: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 o
|
|
|
10.01.25 - 21:12
|
Buying snap (TradingView)
|
|
I will be buying Snapchat simply because I see that in the fundamental analysis aspect of trading options. I see that TikTok is going to be banned so I decided to swing calls on Snapchat.
|
|
10.01.25 - 21:12
|
Buying snap (TradingView)
|
|
I will be buying Snapchat simply because I see that in the fundamental analysis aspect of trading options. I see that TikTok is going to be banned so I decided to swing calls on Snapchat.
|
|
|