Here’s the math on creator subscriptions for $SNAP:
They currently have ~125 creators with subscriptions.
If they reach 10,000 creators by the end of this year — which I think is achievable — and each creator averages just 1,000 subscribers/month at $4.99:
10,000 × 1,000 × $2.50 = $25M/month
That’s roughly $300M/year in revenue for Snap.
And that’s using a conservative $4.99 subscription price, with some subscriptions costing as much as $8.99.
The upside here could be massive. 📈
Graph below follows snapchat + growth rate for first 3 years…..
Could be almost be a billion of annual
run rate by 2028 👀
Marvell $MRVL is forming an incredible ‘high & tight’ bull flag here.
Very similar look to a lot of memory names like $MU & $SNDK
This breakout is currently one of my top-watches & one of my favourite setups.
$MRVL Is Setting Up For The Same Move $ARM Made… But Bigger
After breaking above its prior ATH of 129, $MRVL ripped nearly 200 points in just 2 months.
Now it’s consolidating right under 325 and looks almost ready for another breakout. The structure is eerily similar to the setup $ARM showed before its explosive move after breaking 225.
If 325 breaks, 400 could come much faster than most expect. Wouldn’t be surprised if 500 comes in the same move!
Growth Catalysts
Jensen’s Endorsement: Jensen Huang recently called Marvell the “next trillion-dollar company”.
Custom AI Chips: Management expects its custom AI silicon business to surpass $10B in annual revenue by FY2029.
AI Networking Demand: Every AI cluster needs faster networking and connectivity, putting Marvell at the center of AI infrastructure spending.
Teralynx T100: New 102.4 Tbps switch chip offers up to 25% lower power consumption and industry-leading performance for AI data centers.
Hyperscaler Spending: Cloud giants continue aggressively investing in AI infrastructure, creating long-term demand for Marvell’s products.
AI Ecosystem Exposure: Marvell benefits from growing deployments across major AI platforms and cloud providers.
Trade Ideas 🚀
$MRVL 6/18 350C above 300
$MRVL 7/17 400C above 300
$MRVL still has room to run, but the timing and magnitude of the move will likely depend on the strength of semis and tech as a whole. If SMH continue higher, $MRVL could be one of the biggest beneficiaries of the next AI leg up.
$MRVL Not every move has to be a 140 IQ move.
If Jensen – the president of AI – tells you that Marvell is going to be a $1T company, 5X from here, you might just want to trust him.
FUD that is unfounded is just a buying opportunity for smart investors. The named soared to $320 just to go down to $250 AH this Friday.
If you were paying attention. You would be up +20% in a day.
I was in this name before, sold it for a 100% profit. I’m back and I’m heavy.
Marvell is the epicenter of everything CPO-related.
I’m long $MRVL
$MRVL Only 2000 shares of Marvel Technology will make you a millionaire when the stock reaches $500 a share. I strongly believe it can achieve that in 24 months.
@Sam_Badawi Marvell isn’t rising cause of revenue growth. It’s rising because it’s critical to ai
So if ai is the future MRVL is already a trillion dollar company and will head higher