@JamesBorow@specs@Snap@Snapchat Unfortunately @evanspiegel thinks he was the founder of $SNAP so he knows everything. I don’t understand how his family members allow him to destroy their own wealth with his stupidity. He is stubbornly unwilling to listen to anyone including Wall Street. It is a pity.
@evanspiegel The market might be short-sighted but it has spoken. The stock is down 20 percent since you revealed @Spectacles, which is supposed to shut any doubters down but has shut most of the remaining supporters up instead. $SNAP, time for a plan B?? $AAPL
@RandianCapital Power corrupts. Absolute power corrupts absolutely..With 100% controlling shares @evanspiegel feels nothing can stop him what he is doing. Evan is the most hated CEO.
Tomorrow we are proceeding with a books and records demand on $snap to find out how the Board approved $3.5 bn invested into this.
We were willing to wait to see the launch and came to see it in person. While the tech is real and impressive and superior to Meta glasses, it is a business disaster.
@evanspiegel has no understanding of capital allocation, full stop. Time for adult supervision.
@Bob382475496782 The way $SNAP share price is controlled is mind boggling. I hope @evanspiegel the destroyer of this company will take his head out of his ass.
@eddie_beach3697 Very low volume selling. Algos control $SNAP trading completely. Unless institutional interest starts building, this goes sideways. Very painful to watch this.
The long-awaited $SNAP deep dive is finally live.
I broke down why I think the market may be too negative on the company, the Snapchat+ opportunity, the ad business, AR, Spectacles, cost cuts, and what needs to go right.
$SNAP is still messy and has a lot to prove.
But that is what makes the setup interesting.
Read it here: https://t.co/eDmcmku6gf
@BaseBio1@SteveWagsInvest idk this was as good as you can make it, mkt will prob start pricing in soc. half their pt pop was heavily treated with current soc, and zovega gave them middle finger w results
TAM for vascular anomalies is $6-8 billions. I expect Zove to capture the entire market. Sirolimus and Alpelisib response rates are negligible compared to Zove’s. I see accelerated approval early next year for this indication
How $SNAP can maintain its independence and shake off the market's concerns about its capital needs to scale the specs business.
$SNAP should explore a partnership with $APP where Applovin buys a meaningful stake in the company - 5-10%, and Applovin helps improve $SNAP's ad monetization and also offers $SNAP ad inventory on its platform.
This can also assuage the market's fears $SNAP lacks the capital firepower to scale the specs buisness.
@rfvivas
$SNAP How in the world are employees putting up with @evanspiegel. Every share they receive from Evan is under water. Very demoralizing for employees. Despite heavy dilution due to SBC, employees are not benefiting