Who mentions $SNAP most on Surfaced?

@aleabitoreddit (Serenity) mentions $SNAP most — 30 mentions in the past 12 months.

When was $SNAP first mentioned on Surfaced?

The earliest tracked mention of $SNAP in the Surfaced archive was on Oct 3, 2025.

How many voices track $SNAP?

21 FinTwit voices have mentioned $SNAP 81 times in the past 12 months.

What kind of voices mention $SNAP most?

$SNAP is mentioned most by Semis voices on Surfaced.

$SNAP — FinTwit mentions on Surfaced

Recent calls

17 calls

@photonbullJun 20, 2026 · 12:26 AM

We get it $SNAP Everyone saw the glasses Nobody is going to buy the glasses or the stock $SNAP Nice try though https://t.co/mNVfrFhzTd

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@moninvestorJun 17, 2026 · 5:06 PM

$SNAP just unveiled its AR glasses, and honestly, I don't know what to think. I genuinely don't understand how anyone looks at this and comes away believing it's the next big thing, but more than anything, it shows just how massive the gap is between Snap's CEO and Meta's CEO. Zuckerberg spent years and billions of dollars pushing the metaverse, but one thing I'll give him credit for is that he knows when an idea isn't working. He effectively backed away and moved on. We barely hear about the metaverse anymore. Spiegel, on the other hand, seems completely attached to these computing glasses and refuses to let go, no matter how strange the whole concept looks. The market is sending a pretty clear message, and he's doing the exact opposite. Snap stock is down 38% year to date, yet there he is showcasing the product on TV. That's really the difference. Zuckerberg seems willing to admit when one of his ideas isn't gaining traction and pivot elsewhere. Spiegel looks like he's still trying to force a vision that the market simply isn't buying.

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@invesquotesJun 17, 2026 · 5:26 AM

“ $SNAP is a special sit, there’s no reason why it should trade that cheap” The reason: https://t.co/GpgbeRUdiQ

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@amitisinvestingMay 25, 2026 · 7:03 PM

@Kafka7invest I have thought about $SNAP deeply, I feel it is probably an okay buy here, but I do not like mgmt or wearables

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@itscblastApr 27, 2026 · 4:02 PM

SMALL SIZE ON $SNAP https://t.co/1fs9dpHDy7

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@unusual_whalesApr 15, 2026 · 6:24 PM

Snapchat, $SNAP, is eliminating roughly 1,000 positions, 16% of its workforce.

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@stocksavvyshayApr 15, 2026 · 11:37 AM

$SNAP spent a historic bull market proving that user growth without real monetization leverage doesn’t matter. Being down over 90% in an environment like this is pretty hard to do. https://t.co/u7h9HhMXEH

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@frenchie_Apr 3, 2026 · 3:35 PM

Je crois que $SNAP (Snapchat) est la pire gestion de société de l’histoire C’est le cas d’école d’une boîte qui avait la culture produit, l’audience et la marque, mais pas la discipline opérationnelle ni la machine publicitaire pour transformer ça en empire Il n’y a vraiment qu’en France que c’est autant utilisé et le cours du prix le démontre

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@alphaticaioMar 29, 2026 · 3:46 PM

Meta spends 12 cents on SGA for every dollar of revenue. Snap spends 34 cents. Same business. Both sell ads on social media. One figured out how to run lean. The other didn't. In 2022, Meta's SGA-to-revenue ratio was 23%. Bloated, overstaffed, and the stock was in freefall. Zuckerberg declared the "Year of Efficiency," cut 21,000 jobs, and slashed overhead. The result? SGA dropped from 23% to 12% in three years. Revenue surged from $117B to $201B. The denominator grew while the numerator shrank. That's the efficiency flywheel. Snap went from 45% to 34% over the same period. Improving, but still burning 3x more per dollar earned than Meta. The stock market priced it in immediately. Since Jan 2023 (when the efficiency pivot started paying off): META: +322% SNAP: −56% That's a 377-point spread. Since 2018: META: +190% SNAP: −74% $10,000 in Meta turned into $29,000. $10,000 in Snap turned into $2,600. Efficiency isn't boring. Efficiency is alpha. $META $SNAP

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@stocksavvyshayMar 16, 2026 · 6:43 PM

$SNAP says working with $NVDA + $GOOGL Cloud lets it run AI experiments across petabytes of data for 1B+ users. The setup reduced experimentation costs by ~76%. https://t.co/S7jqpWPr9L

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@ragingventuresFeb 27, 2026 · 2:54 AM

@BoxLongs Eliminate the super voting rights and $SNAP immediately doubles.

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@stocksavvyshayFeb 18, 2026 · 8:51 PM

@PolymarketMoney I put Evan in the same bucket as Sam Altman in that regardless of what the $SNAP thesis is, I don’t fully trust the CEO execution layer.

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@unusual_whalesFeb 17, 2026 · 2:57 PM

Snap, $SNAP, is introducing a subscription feature that will allow creators to earn recurring income directly from their most engaged fans, per CNBC

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@aleabitoredditFeb 4, 2026 · 9:48 PM

$SNAP Just reported earnings and issued a $500M share buyback. The buyback is a red flag. Q4 Report: - Revenue: $1.716 Billion (+10%) - FCF: $206M (+13%) - Net Income: $45M - Gross Margins: 59% $SNAP recognized $257.2 million in STOCK BASED COMPENSATION, ending the year with $1.017 billion in SBC. If $SNAP paid employees/executives in cash instead of stock, If their "Free Cash Flow" for the quarter would actually be -$51M. You see a $3B balance sheet, but they are net cash -$490 Million, because they are going into $3.5B+ in long term debt to do buybacks. These are not $META or $NVDA buybacks because of excess capital from their balance sheet. It's to offset any stock grants going to their executives and "Talent". They are paying market rates of (6.875%) for their debt. That debt interest is now over $30M+ a quarter, so $120m+ a year just for "buybacks". Earnings look great, but the stock compensation optical illusion makes the reality look horrendous. I would personally not invest in a Victoria Secret model's private piggy bank.

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@aleabitoredditFeb 2, 2026 · 8:48 PM

$SNAP is close to all time lows at $6.7, despite growing revenues/profit. Here's why: The financial engineering looks criminal. Snapchat is a $11.5B company that has ~1B MAU with Q3 adjusted EBITDA ~$132M. However: - $SNAP stock comp for the last 12M? $2.5 Billion. Yes $2.5 Billion TTM. The current yearly is closer to $1.06 Billion. - Snap is going into debt to do buy-backs from executive pay. - The CEO issued ~$1B+ in annual stock based compensation annually. This is a non-cash expense that "hides" FCF. - They are paying 6.875% interest on that debt just to make sure the executive pay doesn't tank the stock price. When you couple that with projections even est. $820M – $950M FCF for 2026. Perplexity AI Deal: +$300M - $400M Memory Monetization: +$240M (3% DAU conversion to $1.99 plan) Memory OpEx Cuts: +30M Interest: ($150M - $180M) Baseline: ~$400M This just looks insane. All they need to do is have executives not pay themselves billions and the fundamentals look like a $20B+ company (~21x multiple). This is a growing social media company that has tremendous potential for monetization. I was doing more DD into long positions, but currently, this structure just looks like a transfer of wealth from retail to $SNAP executives with continuous claims of "keeping talent" for $1B+ a year. My eyes are on stock compensation structures for this week's earnings call.

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@aleabitoredditDec 16, 2025 · 3:15 AM

@mkfilko thanks for tagging me, that's hilarious. $SNAP thesis in effect

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@aleabitoredditDec 14, 2025 · 10:05 PM

@wealthmatica Bruh, I’ve been bull posting $SNAP too but adoption rate of memory monetization is probably single low digit at best. Majority of people don’t have over 5 GB used. So how are majority of 80% or even 25% (from your previous post) of the 943M monthly users paying for extra storage? Also it’s been a generational wealth destroyer. That being said it’s undervalued right now, 2% adoption leads to a huge increase in revenue but the core thing people miss is opex cuts from GCP costs from 9 GB wasteful hotdog videos.

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