The Universal Investor

Evreything business and stocks. Former $NVDA investor ➡️ now a $SNAP investor

[The Universal Investor @FnIonic]

$SNAP could rally 1,000% from here and still be worth less than 1/20th the size of $META.

That’s why i’m buying…..

[The Universal Investor @FnIonic]

If $SNAP sells @specs the stock would quadruple in less than a day…

[EJG @ejghc]

@BoxLongs Specs failing is probably more bullish than Specs mildly succeeding. Whatever leads to them shutting it down quicker

Turn on profitability engine, layoff 50%

[The Universal Investor @FnIonic]

@torovictorioso yeah in a years time it’s easily a 15$ stock based on the cost savings alone….

[The Universal Investor @FnIonic]

People buying specs 👓 👀👀👀

[Roger @rdd147]

We’ll pre-order a set of $SNAP specs for the kids to play with it and keep people updated on timeline.

Im very neutral on this so will give honest opinions when I try them out myself. Programming seems too geared around kids. I don’t expect to be able to see an addition on my home, because Evan is too dumb to come up with a practical idea and developers will focus on nonsense kid stuff.

My 3 year old will love them.

[The Universal Investor @FnIonic]

Want to expand further into my thinking here.

A decade from now, the most valuable asset will be users’ attention and time.

There will be an abundance of advanced chips, AI, and software, and there won’t be the excess demand we see today, for the primary reason that tech has gotten so saturated.

But large-scale social media companies will be few and far between.

Creating an installed user base with over a billion people using your app is nearly impossible, which is why it makes an entity like $SNAP so valuable for decades to come.

I’m talking about a trillion-dollar valuation at some point, regardless of the debacle of @Specs.

@Specs is a side quest. A Hail Mary.

Wall Street is overfixated on that and is missing the truly valuable part of the business, which is the app.

I’m confident it will hit a trillion-dollar valuation in the next 30 years.

That’s 100× its current value.

[The Universal Investor @FnIonic]

@Jack64128896 @SnapInvestors @torovictorioso

[The Universal Investor @FnIonic]

Want to expand further into my thinking here.

A decade from now, the most valuable asset will be users’ attention and time.

There will be an abundance of advanced chips, AI, and software, and there won’t be the excess demand we see today, for the primary reason that tech has gotten so saturated.

But large-scale social media companies will be few and far between.

Creating an installed user base with over a billion people using your app is nearly impossible, which is why it makes an entity like $SNAP so valuable for decades to come.

I’m talking about a trillion-dollar valuation at some point, regardless of the debacle of @Specs.

@Specs is a side quest. A Hail Mary.

Wall Street is overfixated on that and is missing the truly valuable part of the business, which is the app.

I’m confident it will hit a trillion-dollar valuation in the next 30 years.

That’s 100× its current value.

[The Universal Investor @FnIonic]

I’ll say it $SNAP should be (and will be) worth 10 times $PLTR

They have a billion more consumers and nearly double the revenue of $PLTR

A decade from now the most valuable asset will be consumer eyeballs and time

come back to this tweet….

[The Universal Investor @FnIonic]

@IanGrimm427186 facts……

[The Universal Investor @FnIonic]

I’ll say it $SNAP should be (and will be) worth 10 times $PLTR

They have a billion more consumers and nearly double the revenue of $PLTR

A decade from now the most valuable asset will be consumer eyeballs and time

come back to this tweet….

[The Universal Investor @FnIonic]

I’ll say it $SNAP should be (and will be) worth 10 times $PLTR

They have a billion more consumers and nearly double the revenue of $PLTR

A decade from now the most valuable asset will be consumer eyeballs and time

come back to this tweet….

[The Universal Investor @FnIonic]

This truly makes me feel so bullish on $SNAP

to have 5x the customers and for the stock to be down over 80% sets up such asymmetric upside that none of the mag 7 have…..

$SNAP could run up 1000% and still be worth less than 1/20th of $META

[The Universal Investor @FnIonic]

WHAT!?!? $SNAP how is this possible…

After reading this i could not believe my eyes 👇

2017:
Snap users: 200 million
Share price: $24

2026:
Snap users: 1 billion monthly users
Share price: $4.50

Snap has 5× the number of users (customers) it had nearly a decade ago, yet the stock is down over 80%.

What?!?!

This is one of the most mind-boggling statistics from a company ever…

Once they focus on Monetization the stock will head to the moon 🌙

[The Universal Investor @FnIonic]

WHAT!?!? $SNAP how is this possible…

After reading this i could not believe my eyes 👇

2017:
Snap users: 200 million
Share price: $24

2026:
Snap users: 1 billion monthly users
Share price: $4.50

Snap has 5× the number of users (customers) it had nearly a decade ago, yet the stock is down over 80%.

What?!?!

This is one of the most mind-boggling statistics from a company ever…

Once they focus on Monetization the stock will head to the moon 🌙

[The Universal Investor @FnIonic]

Yeah in the year 2256.

[The Universal Investor @FnIonic]

Yeah in the year 2256.

[Cole Grinde @GrindeOptions]

I really do think $TSLA is a $2,600 stock trading at $397/share.

[The Universal Investor @FnIonic]

@markpinc @evanspiegel

[The Universal Investor @FnIonic]

@Mastacash @evanspiegel @evanspiegel this is so true pls stop running $snap like this

[The Universal Investor @FnIonic]

CC @evanspiegel ,

It's clear that morale at your company is at an all-time low.

These are messages from your employees, who are fed up after watching the stock price fall 95%.

The time is now or never to make a change and show your employees, board, and investors that you care about the stock price.

It's now or never, @evanspiegel your move. WIll you faid into oblivion and have your legacy be

the worst ceo on the history of wall street...

Or the CEO that everybody doubted, who changed the trajectory of the company and proved them all wrong?