The Fak Tad
726 posts

The Fak Tad
@TheFakTad
British Columbia
British Columbia, Canada Katılım Haziran 2014
77 Takip Edilen28 Takipçiler

@DustinSaporito @cognipresent @MrSausageGet @grok @grok is this video altered? Specifically with the bald guy’s neck? It looks like he’s wearing a mask? Can you confirm?
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@TheFakTad @clippedszn JUST HER TITS LOOK AT HER FACE LMAO.. that bitch put make up on the back of her ass cuz that shit ugly tooo … she’s legit wearing 88% make up & if she wasn’t HOLY FUCK THAT BITCH WOULD GET CLOWNED SO HARD
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@clippedszn Bro it’s crazy how SHE looks like that on camera but IN ALL REALITY IF SHE TOOK OFF ALP HER MAKE UP THAT BITCH IS SOOO UGLY AND FUGHGLY SHE WOULD GET CLOWNDDD BAD
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@WagieCapital Because core principles can align. All they need to agree on is one thing and then momentum can take over. Vision and guidance are not independent and often need to be comanaged.
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Why would you build a large stake in a company where the founders control all the voting power, if you intend to “push for changes?” $SNAP
Wall St Engine@wallstengine
Bloomberg: Activist investor Irenic has built a stake in $SNAP and is pushing for changes aimed at improving the company’s financial and operating performance.
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@MoodyWriter13 Try Google Miranda Kerr she was a Hollywood prostitute, single mother who dates for money and money only , criminals to old rich guys . The snapchat guy was a simp and got a used up ho3 as a wife.
Too liberal to admit mistakes
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@strifenjustice @investwithintel Snap exists so teenagers can be on social media away from their Facebook parents as well.... I haven't met a teen who understands antitrust quite yet
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@investwithintel $SNAP only exists to protect $META from antitrust lawsuits.
I wouldn't be shocked if $META synthesizes traffic and even subsidizes advertisers on $SNAP to keep it from BK.
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@investwithintel @EV_Newjersey 7.5 billion by the end of Q3, maybe more. Bookmark this. Profit is important, $snap didn't get to where there are overnight, unfortunately it won't fix overnight. Early 2027 before real profit starts to show and rapid advancement on 1 b monthly users. If momentum outside USA 🚀
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@EV_Newjersey They are going to bring in 7 billion in revenue this year alone and are growing at 11% clip. The value is incredible
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@RandianCapital @IrenicCap But for sure that first paragraph feels cookie cutter , I liked the test
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@RandianCapital @IrenicCap I actually find this your most interesting post on this so far, and I would say it's not corospeak, but it tastes like it. Irenic (rightfully so) called them "comically under valued" "undisciplined" "vain" Snaps response could have went one of two ways
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Seemingly in response to @IrenicCap, $SNAP added the below Corpospeak to their governance website.
“Snap welcomes input from all shareholders and regularly engages with investors on strategy, capital allocation, and governance. The Board and management team are focused on building a more efficient, profitable business while investing with discipline in our long-term roadmap. We’ve taken steps to improve performance, strengthen free cash flow, and offset dilution, and will continue to evaluate actions that drive long-term value for all stockholders.” - Michael Lynton
Does anyone really believe the $SNAP Board actually welcomes this? Instead of a real response we get canned bullshit? not gonna cut it.
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@RandianCapital @IrenicCap They didn't respond aggressively, in fact the opposite. They welcomed input while acknowledging thier focus on improving efficiency , they addressed discipline , and talked about steps they have already taken to move forward. To me, it feels almost welcoming in a sense
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@RandianCapital @JoannaColes @jlanzone Introduced a quarterly performance goal - lol. Yeah accountability sucks Barbara
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Even $SNAP's own employees don't appear to believe in Spectacles - why does the Board?
@JoannaColes @jlanzone

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@tharsis_invest @exec_sum I don't think they make a move like this without a roadmap tbh. I'm not an expert, just feels like common logic in this particular case.
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Me buying $SNAP at $8 in October 2025 and picking a fight with people saying @evanspiegel is a highly misunderstood CEO, when $MU and $LITE were trading at $180
GIF
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@drp825_ @ModernDayInves Could you imagine if the CEO realizes it's him ? 🚀 .... Leaders can change, and sometimes when they do momentum can be powerful
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5. $SNAP
$SNAP is a great example of a stock the market has mostly given up on.
But the company still has a massive user base, growing subscription traction, and improving cash flow.
This one is definitely higher risk, but when sentiment gets this bad, upside can get interesting fast if execution keeps improving.

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Some of the best long term opportunities show up when great or fast-growing businesses get completely crushed short term.
These are 9 stocks that are extremely beat up YTD, and why I think the market may be giving investors an opportunity.
A Thread…
1. $SOFI
$SOFI has been absolutely destroyed YTD, but the business keeps getting stronger.
Membership growth has been explosive, financial services is scaling, and the company keeps expanding its ecosystem.
The stock is getting treated like the story is broken.
I think the business is still getting started.

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@MassifyLife @godhatesagate @cryptolaanie Not getting enough credit here is "props" at the end of a statement that began "what are you in the 90s?" - this was an all world maneuver
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@godhatesagate @cryptolaanie Lol umad what is this the 90s? No I'm blatantly saying the setup was a crapshoot. Nice job if you really did trade that on pure hope. Props.
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@LuxAlgo The breakout of this consolidation will be explosive.. and it just so happens that $QQQ performance is relative to $NVDA performance.
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