fierce

thoughts on companies and technology - no financial advice, do your own due diligence

[Snap Investor @SnapInvestors]

“See what we’ve been cooking at AWE.”

Specs for Devs on $SNAP Spotlight/Reels.

The sneak peaks just keep coming ahead of @ARealityEvent Specs presentation on June 16.

[Alejandro Sosa @sosacapital]

$3B rejection > copied at least 14 times by $META > ad business nuked by $AAPL > “dead” > 1B monthly active users

Some companies have 9 lives. $SNAP has like 23.

[August Holdings @augustholdings]

THREAD: How a disappearing-photo app turned down $3 billion, survived Instagram copying it, Apple breaking its ad business, and Wall Street writing it off, then quietly built a platform for nearly 1 billion people.

A deep dive into $SNAP, its history, and the people behind it.

[August Holdings @augustholdings]

Strong growth, a $2.5b European bet, and a costly food delivery war with Meituan. $JD strategy is shifting fast, here is what you need to know ↓

[fierce @fiercecapital]

@SPCEinvestor100 @zenithquae They ‘overreaction’ is due to the comments on the ATM offering IMO. They basically said they will keep issuing shares for around $50M each quarter. Which is very dilutive. 30% more shares added in one quarter.

[fierce @fiercecapital]

@chadTheSage0 Nope, dilution constantly

[fierce @fiercecapital]

4—7. The outer surfaces of the SpaceShip — built with incredibly strong, heat-resistant BMI carbon composite — are referred to as “skins”. Here you see images of the wing skins, fuselage skins and feather boom skins, as well as an image of the aft bulkhead — all of which … 6/8

[fierce @fiercecapital]

3. Our pilots are already testing the SpaceShip flight control system using our pilot simulator, which enables us to de-risk and expedite our flight test program by running hundreds of accurate simulations well before our first flight. 5/8

[fierce @fiercecapital]

@prosperousguy $TTWO the most valuable IP left to acquire in gaming, any new Rockstar game is bound to break all previous records

[fierce @fiercecapital]

$TTWO

[fierce @fiercecapital]

@CapitalJurassic Best IP in gaming

[fierce @fiercecapital]

Either ByteDance will dominate in social commerce and content discovery.. or TikTok/ByteDance products get banned in the west and either Instagram, Pinterest or Snap will take the lead in these markets. It seems the outcome is very binary at this point. $PINS $SNAP $META

[fierce @fiercecapital]

This is so iconic $META

[Inverse Cramer @CramerTracker]

Jim Cramer is tearing up over $META

Generational bottom in process

[fierce @fiercecapital]

@FromValue @floshow1979 Elliott is doing a great job so far, very interesting how the $PINS story will play out

[fierce @fiercecapital]

@CapitalJurassic Best IP in gaming

[fierce @fiercecapital]

@long_equity Isn’t $CPNG the largest position of both Druckenmiller and Gates?

[fierce @fiercecapital]

@stephencfu Don’t lose money

[fierce @fiercecapital]

@prosperousguy $TTWO the most valuable IP left to acquire in gaming, any new Rockstar game is bound to break all previous records