Luigi Cerro

[Luigi Cerro @Luigicerro]

@Han_Akamatsu $SNAP

[Luigi Cerro @Luigicerro]

@Han_Akamatsu Looks good for tomorrow

[Luigi Cerro @Luigicerro]

@IncomeSharks @Mr_Derivatives $SNAP

[Luigi Cerro @Luigicerro]

@TheRonnieVShow $SNAP

[memory lane @bitchiwas999]

Y’all wasn’t there

[Luigi Cerro @Luigicerro]

@Ashton_1nvests $SNAP

[Luigi Cerro @Luigicerro]

@RobinhoodApp Treats!

[Dom Bei @Beiwatch]

Bitcoin is coming to eat your currency like PAC Man

[Luigi Cerro @Luigicerro]

@OHare888 @grok huge if true?

[Luigi Cerro @Luigicerro]

@xMarketNews No shot🤣

[Lukas Kafka @Kafka7invest]

$SNAP deep deep dive 🧵 a 5-10X+ AR opportunity:

Snap stock is priced as if the company is “dead” but the improving financials, growth of users, hours spent on platform, and subscriber growth paints a different story:

75% of people aged 13-34 years old in 25 countries have Snapchat (massive ad revenue potential)

Snap Revenue 2024: 5.4B
2023 revenue: 4.6B

Snap Gross margins ~52%

Snap DAUs 469M

Snap MAUs 932M on track for 1B in 2026

Snap spotlight 550 MAUs

Snap Map 440M MAUs

Over 2.5B bitmoji avatars created

Snap AR lens used 8B times per day

Snap+ Subscribers ~16M (growing at double digits)

Snap is partnered with Google Gemini and OpenAi for AR lenses and AI integration

Additional catalyst: Snap Specs launching 2026

Snap is betting that people will slowly start to move from phones to AR glasses 👓 in the coming years. They have invested 11 years and 3B dollars into this space and are creating a phone-free and wristband-free AR headset set to launch in 2026. Snap is already the leader in AR lenses and will take AR glasses market share in 2026/2027+ (with their own OS system)

Some of the applications of these Specs will include:
Education
Gaming (where 2 people wearing the glasses can see the same game or objects overlayed onto the real world)
Translation & more.
These are multi billion dollar markets that Snap is set to take part in.

In conclusion Snap still has a growing global user base, they are entering their profitability cycle while being free cash flow positive, they are a leader in AR, most people aged 13-34 still use the platform/open the app multiple times a day, and they have an additional AR Specs catalyst next year.

@evanspiegel calls this the “crucible moment” and has been appearing more on stage in anticipation of @Spectacles 2026, he also broke snap up into teams to really focus on monetization and growth which we can see with AI lens subscription tiers, memory monetization plans (snap has 1 trillion memories stored), and the recent return of @KylieJenner to snap.

This is an AR play, a profitability cycle play, and a bet that the market is missing this multi billion dollar opportunity in @Snapchat

@alc2022 @investingluc @nachunja

https://t.co/TyqAQ5Kz1C

[Luigi Cerro @Luigicerro]

@stevewilldoit btcccc

[Lukas Kafka @Kafka7invest]

Roaring kitty poster, “luv GME” plate, “Push Start Arcade” PSA acronym, “never closed”, “why would we need 2 of these” (convertible bonds?)… $GME cooking something big 👀 🚀

[Steve Will Do It @stevewilldoit]

Fuck anyone hating on sketch. I love him 2 death forever and always.

[Luigi Cerro @Luigicerro]

Revelation 13:11-18

[Luigi Cerro @Luigicerro]

@Ruben_just_1 ayee ahah miss u bro✊���

[Luigi Cerro @Luigicerro]

@saucednick i was trynna find the pic when we had the DJs and shit but this works

[Luigi Cerro @Luigicerro]

@saucednick