Buy SNAP by Dec 30, 2025.

$SNAP Position: 200,000 shares at $8.15 Sentiment is just awful for after missing numbers quarter after quarter. What I like: -Massive DAU and MAU, still growing users, albeit not in North America. -Revenue is growing YoY, albeit at a low rate. -Subscription revenue is at $700mm annualized now. They’re aggressively trying to grow it, most recently by requiring a subscription for Memories storage of over 5GB. -Spiegel is out in public making a lot of speeches and seems to be …