$SNAP 0.20 Weak

Notable posts

• @amitisinvesting bullish 1705 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Tomorrow’s FOMC meeting will be Kevin Warsh’s first as Fed Chair, and the market will be watching closely to see how he frames inflation, rates, and the path toward potential cuts. One major tailwind is that oil came down to $77 today, which helps ease inflation pressure and lowers the risk of another energy-driven CPI spike. If Warsh acknowledges that cooling oil prices are helping the inflation picture, it could give markets more confidence that the Fed has room to turn less restrictive over time. 2. The 2x SpaceX ETF had more than $3 billion in volume today versus about $1 billion yesterday. Nearly every product is already around $100 million or more in volume, while $SPCH led the pack with $1.3 billion traded, reportedly the highest Day Two volume ever recorded for an ETF, far above $IBIT’s roughly $500 million. SpaceX also officially announced plans to acquire Cursor parent company Anysphere for $60 billion. Ahead of the $SPCX IPO, Gwynne Shotwell described the relationship as a close AI collaboration, saying both companies were evaluating each other’s models and that Cursor’s training data was “excellent,” while SpaceX brings major compute capacity. 3. Wells Fargo raised its year-end 2026 $SPX S&P 500 target to 7,950, citing several supportive market factors. The firm pointed to a reset in investor sentiment following the Nasdaq 100 selloff, an improving setup for CTA buying, easing macro risk after the peace deal, continued supportive liquidity, and a higher 2026 EPS forecast of $340. 4. The top 10 most active options today by contracts traded were $TSLA with 2.0M contracts, $NVDA with 1.8M contracts, $SPCX with 1.7M contracts, $AAPL with 881K contracts, $INTC with 648K contracts, $NFLX with 573K contracts, $MU with 559K contracts, $AMZN with 511K contracts, $MSFT with 486K contracts, and $SOFI with 477K contracts. Tesla led the market with more than 2.0M options contracts traded, followed by Nvidia at 1.8M and SpaceX at 1.7M. 5. $AAPL Apple reportedly plans to launch camera-equipped AirPods in late 2027, according to Bloomberg. The cameras are not expected to be used for taking photos or videos, but instead to help Siri understand the user’s surroundings and provide more visual context. The new AirPods could debut around the same time as Apple’s second-generation foldable iPhone and its 20th-anniversary iPhone. 6. Microsoft $MSFT is reportedly moving Copilot Cowork to a usage-based pricing model and may introduce a Microsoft-hosted DeepSeek model as a lower-cost AI option for enterprise customers, according to Bloomberg. The cheaper model is expected to roll out in the coming weeks as Microsoft looks to give businesses more flexible and affordable AI tools. 7. Foreign investors sold another $801 million worth of Kospi-listed shares on Monday, adding to the $10 billion in outflows seen last week. According to Goldman Sachs, foreign investors have now sold South Korean stocks every trading session over the past month, bringing year-to-date net sales to roughly $75 billion. Meanwhile, domestic retail and institutional investors have absorbed much of the selling, buying about $69 billion over the same period. 8. The Financial Times reports that the Trump administration is considering a deal framework that could include sanctions relief and a $300 billion private-sector reconstruction fund for Iran if Tehran agrees to a final nuclear agreement and maintains peace. The fund would reportedly depend on Iran’s compliance and be financed by companies rather than governments, with potential interest from businesses in Europe, Asia, and the U.S. because of Iran’s large population and energy resources. If accurate, the proposal would effectively act like an economic rebuilding package for Iran while also opening the door for U.S. and global companies to enter the Iranian market if sanctions are lifted. 9. Robinhood $HOOD plans to cut about 10% of its workforce, or roughly 290 roles, as the company looks to operate more efficiently and flatten management layers. CEO Vlad Tenev said Robinhood’s business “has never been stronger,” but emphasized that the company cannot operate as a heavily layered organization and needs to remain a lean, hyper-focused team. 10. SoFi CEO Anthony Noto purchased 13,888 shares of $SOFI at $18.06 per share, spending roughly $250,000 on the open-market buy. Following the purchase, Noto now owns 11,960,507 shares of SoFi, worth about $211.8 million. 11. Snap $SNAP launched standalone consumer AR glasses priced at $2,195, but the stock was down 10% on the day. The glasses do not require a phone, puck, or tether and feature a 51° field of view with transparent LCoS displays, up to four hours of mixed use plus four extra charges from the case, electrochromic lenses that tint outdoors, and a built-in AI assistant that can see what the user is looking at. Snap has spent 11 years and more than $3 billion trying to make AR glasses a mainstream product. 12. Amazon $AMZN plans to invest several billion dollars to build a new data center campus in Montgomery County, Missouri, creating more than 400 full-time data center jobs, thousands of construction roles, and funding upgrades to local road and water infrastructure. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @StockSavvyShay bearish 799 eng

  $SNAP CEO Evan Spiegel just showed off the new Specs AR glasses for the first time. This is the kind of product reveal that explains how a social media company can be down over 90% during one of the best tech bull markets in history. https://t.co/AHoBj8uEjj

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• @Mr_Derivatives bearish 196 eng

  $SNAP Nah. https://t.co/0Hfhu3Nt35

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• @Ashton_1nvests bullish 92 eng

  I get asked all the time why my portfolio is so concentrated and “risky.” I’m 22 years old. I have a long time horizon, and I’m willing to take more risk on growth companies I believe are changing their industries. $SOFI is changing financial services. $OSCR is trying to modernize health insurance. $ZETA is building an AI-powered marketing platform. $NOW is becoming a central operating system for enterprise workflows and AI. Then I have more speculative positions like $SNAP and $FUBO, where the upside could be significant if execution improves. A large portion of my portfolio is still sitting in $AMD, one of my highest-conviction long-term holdings. But the portfolio is not only speculation. $AMZN, $BN, $UBER, $NFLX, and $NOW give me exposure to proven businesses with strong competitive positions and long-term compounding potential. It may look risky from the outside, but every position has a role. I’m not trying to build the safest portfolio possible. I’m trying to build the portfolio that makes the most sense for my age, risk tolerance, and long-term goals.

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• @Ashton_1nvests bullish 46 eng

  My favorite stocks currently trading under $30: SoFi | $SOFI Zeta Global | $ZETA Snap | $SNAP All three come with different levels of risk, but I believe each has serious long-term upside.

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• @Ashton_1nvests bullish 37 eng

  5 companies I believe could look completely different by 2030: $SOFI $ZETA $OSCR $SNAP $NFLX

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• @Ashton_1nvests bullish 28 eng

  People still act like $SNAP has no way to make money outside of ads. Now Snapchat is giving users 5GB of free Memories storage, then offering 250GB through Snapchat+ once they hit the limit. People have years of memories saved on this app. Most won’t want to delete them. That could turn storage into another strong reason to subscribe.

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