Chad Horstman

Trump was right again

@ParadisLabs Wait till the apple glasses come out and all the first person x snaps hit …

@ChadLikey None of that matters if the numbers don't stack up anymore e.g. DAUs, ARPUs

My friend bought $SNAP shares last week... And I wanted to $SNAP his phone in half so that he could no longer access his brokerage account. Because for the love of God, Cheap =/= Undervalued: TLDR: Snapchat is a sh1t product. High level notes: 1 > $SNAP's recent Q4 25 "profitability" is a fugazi created by cutting growth investments Which ultimately cut the acquisition tap for older users, while younger ones are going over to TikTok. Resulting in huge declines in its most profitable markets by starving its funnel to save its bottom line. - North American DAUs declined 6% YoY to 94M. All because management cut growth marketing to "buy" profit. - American users generate $10.88 ARPU vs. $1.24 for the RoW. Meaning that $SNAP needs to add ~9 intl users to replace just 1 American lol. A truly catastrophic revenue-mix shift where they need to scale massively just to keep their top line flat. Sounds appealing!!1!!1! 2 > Advertiser growth > revenue growth? Total advertisers grew 28%, but revenue grew only 5%. Cos of an inventory glut from Spotlight and Sponsored Snaps which is crashing prices. eCPMs fell 8% YoY meaning advertisers treat $SNAP as surplus reach, not a primary performance engine. Also, tjeir ad environment has no public comments, meaning every ad impression starts cold compared to the high-engagement ecosystems of TikTok or IG. They've effectively become a price-taker in a market dominated by $META + TikTok. And price-takers are rarely ever good investments imo e.g. oil/gas and agriculture. 3 > Cloud costs 2026 cloud costs guided at $1.65B. Hyperscalers like $GOOGL + $AMZN are passing on 5% - 10% price hikes starting mid-2026 due to memory shortages. And infrastructure cost per DAU is climbing ($0.83 - $0.88) cos of $SNAP's pivot to AI-personalized feeds. In SaaS, growth leads to margin expansion through economies of scale. For $SNAP, the more it integrates compute-heavy AI features, the higher its unit costs become. If eCPMs continue to fall while cloud costs rise, the company's "clear path" to 60% gross margins is a fantasy. 4 > Regulatory black swan The EU Digital Services Act probe (Mar 2026) is a terminal risk. Allegations of grooming, dark patterns and illegal product sales to minors. In the US, the Lemmon v. Snap ruling has stripped the company of immunity r.e. "negligent design" features like Streaks which would obliterate the $SNAP's utility overnight. I have asked nearly 20 people why they still use $SNAP - all said because they didn't want their streaks to vanish.....(touch grass pls). Anyway, the DSA allows for fines of up to 6% of global rev. With over 200 lawsuits pending in the US, the legal liability could exceed $SNAP's current cash reserves of $2.9B, creating a black swan liquidity crisis. Genuinely, the main bull case I see is $SNAP using AI better to cut costs to boost earnings naturally. Doubt they can use AI to make a product that'll compete with IG or TikTok at this point, they're too far gone.

@MartinShkreli @RoKhanna @grok what did Eric and ro do to Martin ??

to all house dems, this can happen to you easily. imma tell you one time: don't fuck with me. @RoKhanna you fucked with me. that's against the aforementioned rules. so you next. everyone has a secret, a vice, a mistake. but not everyone has a determined enemy. tread carefully.

@wow36932525 @AlchemyAmerican @grok is this video computer generated is the static normal for vhs?

#UFOx #UFOtwitter #UAP #NHI Credit. @AlchemyAmerican 🙏 Logan Paul's Area 51 UFO Footage. Source: youtube.com/watch?v=d9tdJ2…

I searched up and down the coast the best kept secret is San Clemente my friend. The downtown leads to the beach and pier and there is a master planned community 12 min inland called talega where homes are more affordable than Scottsdale. I bought but renting is indeed the way to go

@charmquark122 @optionscjp i tend to agree. Love the vibe of la Jolla, no rift raft there.

I’m having a hard time grasping why anybody would buy a house in California right now The price we pay for rent is $7000 but our house is worth $2.5 million. If we were to buy that house, our mortgage payment would be like $20k plus we would have to put 20% down With the economy, the way it is why would anybody want to lock themselves into 30 years of $20,000 a month payments? When I could rent the same house for $7000 a month and if shit hits the fan, I can just come move somewhere cheaper

@NaturallyFTW @grok how can I invest in the company behind this

🚨 This is INSANE. CANCER has been Cured via something found in Japanese forests. • Literally ERADICATED TUMORS IN A SINGLE DOSE • Head to Head against chemo & immuno — worked Way Better • No bad side effects • Prevented Recurrence: the cancer COULD NOT be brought back All this was possible via a single bacterium isolated from the intestines of Japanese tree frogs - Ewingella americana. 🐸 ➡️ When a single dose of the E. americana was injected into the veins of mice bearing colorectal cancer, the tumors were 100% Rapidly, Completely eliminated. ➡️ No side effects (except mild necessary inflammation, gone w/in 72 hrs). No signs of long-term toxicity (multi-month observation period). ➡️ It also induced immune memory against rechallenge (prevented cancer from coming back). ➡️ And importantly: Zero colonization in normal organs + GONE from the body w/in 24 hours. ➡️ It's Highly likely these results will translate well to humans & to other (especially solid tumor) cancer types. I pay attention to cancer studies (have for decades) and these are actually an INSANE results. ✅ Why E. americana is the perfect CANCER KILLING MACHINE: • E. americana thrives in the same (low oxygen, immunosuppressive) environment tumors thrive. And proteins + metabolic byproducts that cancer cells produce actually support the growth of E. americana, right there near the tumors. • Tumor blood vessels are poorly structured, very permeable/leaky. Because of this, E. americana can easily exit the bloodstream and enter the tumor tissue. IN OTHER WORDS: when this bacterium is injected, a perfect symphony transpires where it goes DIRECTLY to tumors & eliminates them  — while leaving normal cells & organs alone. 😯 ✅ HOW IT WORKS: E. americana eliminates cancer via 2 mechanisms: • Directly damages cancer cells. • Activates immune system — E. americana attracts T cells, B cells, and neutrophils to the tumor area (which then eliminate the cancer cells). ✅ WHY THIS IS LIKELY TO WORK IN HUMANS: Curing cancer via bacteria has been tried before. Here's what we know. ⚫️ Efficacy results shown in mice usually DO translate to humans— ie. bacteria that accumulate in mice tumors usually do the same w/in a human body ⚫️ Toxicity results shown in mice also show up similarly in humans ⚫️ There has Never been a mice study showing results this good OR w/o toxicity (the other ones showed a lot of toxicity & even death in the mice) ⚫️ In other bacteria cancer studies: the bacteria DID accumulate in normal organs. This one does not. ⚫️ IMPORTANTLY: all other bacteria that have been tried thus far were bioengineered/GMO. ⚫️ E. americana is naturally occurring & far less likely to lead to bad side effects. So anyway. Given these INSANENELY EFFECTIVE & safe results...they surely will FAST TRACK human trials on E. americana (perhaps on those who have nothing to lose and everything to gain) Right? ...Right?! I doubt it. It'll probably be forever... IF they even let this get to the public. They'll probably announce some new "miracle" genetic therapy instead, and try to pull all attention & resources toward that. UNLESS we do something. Be loud. Share this. Don't let this die down and be forgotten about. This is one of the most promising "1 & done" type of cancer solutions I've ever seen. But even if this does become mainstream, Natural Medicine & healthy living will still have it's place. This therapy does require an at least somewhat functioning immune system to work. And know: there are ways to fix your body.  Please see my other posts on cancer reversal via high dose IP6 (Inositol Hexaphosphate), large amounts of vegetable juicing (carrots/greens especially), high doses of specific mushrooms (Mesima, certain types of Reishi), etc.  I've posted tons of studies & reversal reports (often stage 4). Nature is amazing. Spread the word.

@thejbullmarket @hsinha1445 @grok summarize everything

@hsinha1445 All correct

The myth of the Strait of Hormuz closure - April 13th. 89.25% of the 20M bpd oil supply has already been replaced or bypassed. 🏛️ 4.4M: IEA Reserve Release 📈 4.25M: Global Pre-War Supply Surplus 🇸🇦 4M: Saudi Petroline Yanbu Rerouting Exports 📉 2.0M: Demand Destruction due to 50% higher prices 🌎 1.5M: Americas Oil Production Surge 🇨🇳 1.1M: China Safe-Passage 🇦🇪 0.4M: UAE ADCOP Bypass 🇮🇳 0.2M: India Safe-Passage Total: 17.85M bpd Real deficit: 2.15M bpd. 2.15M bpd is one more oil large ULCC tanker per day. We are currently getting the loads of 2 ULCC tankers per day through the Strait and we need 1 more to close the deficit completely. However, we do need more LNG and sulphur tankers as they cannot be rerouted via pipelines. With a daily oil deficit of 5.1M bpd for China and 1.9M bpd for India and total oil reserves of 1.3B and 250M barrels respectively, China has runway of 8.5 months and India of 4.3 months if the Strait stayed as is for the whole time.

@theblackvault @LoganPaul @AlchemyAmerican @grok what’s the back story

@pepemoonboy Pepe… wait for the apple glasses to come out. That will be the end of meta glasses sorry 😢

This is an insane data point. The $META AI glasses app was #2 in the app store!! It is now sitting at the #7 spot which is still wild. Do you understand how big that is? Demand for their AI glasses is skyrocketing. Don’t believe me? Walk into a Sunglass Hut yourself and ask them what their bestselling glasses are. I can guarantee you they will say the Ray-Ban Meta glasses. I’ve done this exercise at two different Sunglass Hut’s so far and they have told me the same thing. The Meta glasses are selling like hot cakes. Sometimes the best data points are found in conversation before the masses catch on…

@__Injaneb96 @ICEgov

🚨 Iran’s Parliament Speaker Ghalibaf is posting in perfect English, with memes, hashtags & emojis, straight from CALIFORNIA. IranWire just published an article claiming that Ghalibaf's X account is run by ex-advisor Meysam Zamanabadi, living in Glendora, LA for a decade. Meysam is the son of one of the Islamic Republic’s first intelligence censors, the guy who shut down journalists right after the Revolution. Even after moving to America, he was still getting 40 million Tomans (~$11,000) every month from Tehran, wired in foreign cash through a shady Ferdowsi Square exchange. His dad’s old colleague funneled another 30 million from every official check straight to Meysam’s family. This is the same guy who helped pick Ghalibaf’s current top advisor, and who presents himself as “PhD in Media Psychology” from a U.S. university. The slick propaganda style you have been seeing in his posts is not Ghalibaf. It's Iranian regime's ghostwriter in California. The regime’s loudest voice is being run from the country it claims to hate. Source: iranwire.com/en/features/15…

@miadmaleki @grok summarize all his 10 posts into one

1/10 The U.S. naval blockade of the Strait of Hormuz would cost Iran approximately $276M/day in lost exports and disrupt $159M/day in imports, a combined economic damage of ~$435M/day, or $13B/month. Over 90% of Iran's $109.7B in annual trade transits the Persian Gulf. Oil/gas accounts for 80% of government export earnings and 23.7% of GDP. Kharg Island alone generates ~$53B/year, or as I noted to @TIME, "$78 billion a year in energy revenue.

@homeroboscan @grok what percentage of oil that was going through straight can now go this way

ULTIMA HORA Emiratos Arabes Unidos ya no necesita el estrecho de Ormuz. Comenzó a sacar millón y medio de barriles de petróleo diarios a través del oleoducto Abu Dabhi-Fujairah, de 380 Km. de longitud, construído con apoyo de China al costo de 4.200 millones de dólares. Buena parte de ese petróleo va a China y la India que se desligan de Irán. Con este oleoducto, Teherán se queda sin la presión que ejercía controlando el paso del petróleo árabe por el estrecho de Ormuz.

@sentdefender Iran is begging to continue negotiations WTF are you talking about. Iran is winning is the new I got my 4th covid shot or the laptop is fake. You are watching too much CNN. Come back to reality bro. We are winning by every measure.

Embarrassing trip this past week for U.S. Vice President JD Vance and the Trump Administration, beginning with a visit to Hungary to campaign for Prime Minister Viktor Orbán, who just suffered one of the worst defeats in a European Parliamentary Election, and ending with failed peace negotiations in Islamabad to end the ongoing Iran War.

@ChasNative @sentdefender I agree I almost unfollowed

@sentdefender Dude you have GOT to stop embarrassing yourself like this. Genuinely, please stop and stick to what you’re good at. I’m about to unfollow after you being one of my favorite follows over the years.

@Osint613 @grok what is his beliefs

Hungary’s Péter Magyar: Thank you Hungary!

@xenocosmography @elonmusk @grok explain this to me

I do my standard "Jews can be good friends of the Anglos, actually, or at least align with their cosmic project" and then some random Israeli or Anglo-Diaspora Hebrew retard decides that it's going to be really helpful to say "Utter racial entropy is awesome as long as it's not for the Jews!" and I have to facepalm a little (and actually more than a little).

@MartinShkreli @grok what is he talking about

fascinating structure of $LLY new "peptide"

@akshay_kaila @FirstSquawk @grok @grok is this still correct?

@FirstSquawk @grok is this correct?

Wittkoff and Kushner still in Islamabad to continue talks

@j_lieb @BriannaWu Exactly and China was going to sneak in weapons

@BriannaWu Iran didn't "block" the strait, it threatened to shoot vessels it doesn't like while allowing vessels it likes to pass. Trump is now replying in kind. Why should we allow Iranian ships to pass if no other ship can do that?

Can someone explain to me the logic of the United States blocking the critical shipping lane so Iran doesn’t have to?