@RandianCapital @evanspiegel @JoannaColes @jlanzone Having the CEO of Yahoo as a board member is pretty funny lol. No wonder they can't do shit right at $SNAP
English
rahil patel
1.2K posts
Shareholders are concerned about a death spiral. @evanspiegel @JoannaColes @jlanzone have a duty to take immediate aggressive action to maximize shareholder value.
Mastacash@Mastacash
$snap looks like a debt spiral forming if they don’t do something drastic, at this market cap they are 15% dilution per year, they have 4 billion in long term debt trying to offset the SBC. The question remains what AI, regulations, users growth and add revenue will look like in the near future. I can’t be certain about any of those points. All that with the companies history of no profits. Mis-allocation of capital, a narcissist as a CEO. Why bother.
English
@BoxLongs @perplexity_ai I doubt that. There is no other logical partner that needs distribution through a social media app.
I am not sure why this deal became such a big deal for the market. If I am reading correctly, it was a one time $400M payment. If it was reoccurring, it would be a massive opp
English
$SNAP if @perplexity_ai deal is dead (it is), a new one is coming...
English
@JRambo0810 @evanspiegel The $1B in SNAP+ should all be straight to the bottom line. What costs could you possibly have associated with it? If your existing 5K employees can't manage adding simple features, wtf are they doing?
Evan is taking that 1B straight to the bank. Paying his dad 200M of that
English
@JRambo0810 @evanspiegel What I want to know is with SNAP+ hitting a billion dollar run rate, how is Q1 revenue guidance at 1.5B? How is growth not massive if you include modest growth in advertising?
With computing costs coming down 80% and high margin business like Plus, how are margins not expanding
English
5 POINT PLAN TO 5x $SNAP
- Fire 50% of workforce
- Reign in SBC aggressively
- Convert all founder shares to Class A
- Immediate pause on all 10b5-1 plans
- Spin off AR hardware / tech unit (slash R&D in half)
@evanspiegel GET YOUR HEAD OUT OF YOUR ASS
English
@JRambo0810 @evanspiegel The whole company is a scam. Nearly 6B in revenue for a software/social company, but margins are non existent? If you convert SBC to salaries, they would be bleeding cash. Evan has no idea what he is doing. He will take down every shareholder with him pursuing a Specs dream
English
rahil patel retweetledi
@JRambo0810 @evanspiegel The stock would go up if that happened
English
rahil patel retweetledi
@SnapInvestors All time lows every day. No recovery even with the market. Nobody is buying what @evanspiegel is selling. Headcount is increasing, computing costs lowered by 80% yet no reflecting in cash flow, SBC not addressed, Preplexity deal dead, head of Spectacles out. Evan is a moron
English
$SNAP worlds worst chart. no update on perplexity - kill that already, perplexity is dying. do a deal w Grok
BoxLongs@BoxLongs
$SNAP at a +15% cagr will take half a decade to recoup loses since Jan 1. where are the layoffs?
English
rahil patel retweetledi
🚨 GIVEAWAY 🚨
FanDuel Sportsbook is LIVE in Arkansas & to celebrate, we're giving away a signed @KDTrey5 jersey 🔥
For a chance to win:
1️⃣ REPOST
2️⃣ FOLLOW @FDSportsbook & @FanDuel
3️⃣ REPLY with a basketball emoji 🏀
Rules: linktr.ee/FanDuel
English
rahil patel retweetledi
🚨 ONE MORE GIVEAWAY 🚨
Happy Friday! We're giving away $20,000 in Bonus Bets to celebrate another great day of college hoops 💰
For a chance to win:
1️⃣ REPOST
2️⃣ FOLLOW @FDSportsbook & @FanDuel
3️⃣ REPLY with your favorite upset pick today
Rules: linktr.ee/FanDuel
English
@SnapInvestors Certainly not happening. Another failure by @evanspiegel .
English
What happened to the $SNAP Perplexity deal? ‘Starting early 2026’, it’s almost April…
English
rahil patel retweetledi
Russell Westbrook @russwest44 is no stranger to dreaming big, having followed a “why not?” mantra that led him to become an NBA legend. He brings that same mentality off the court to the @whynotfdn. Discover his plans for the future: on.natgeo.com/OjgNlo #NatGeo33
English
rahil patel retweetledi
JARED MCCAIN TONIGHT:
26 POINTS
3 REBOUNDS
2 ASSISTS
9/16 FGM
5/9 3PM
28 MINUTES
🔥🔥🔥
English
rahil patel retweetledi
Former Rocket Vernon Maxwell says he would take SGA over prime James Harden.
“James, you know I love you and your mom and sh*t. I’m sorry, but I’m going to go with SGA.”
(Via @allthesmokeprod / h/t @NBA__Courtside )
English
Another insider buy at $RDDT by Director Farrell
This time ~$1.4M at 132/share
Previously she bought ~$7.5M at 148/share.
English
🚨 GIVEAWAY 🚨
We’re giving away a FREE Victor Wembanyama autograph card 👀
To enter:
• Like this post
• Follow @Topps
Bonus:
• Retweet for an extra chance to win
That’s it… good luck!
English