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@v72mn "$snap is not a trend or momentum play but it is interesting from a fundamental perspective. The valuation is attractive given the unique large young user base globally (with RoW growing at faster pace than US). If the next AI hardware is glass what would be a good user end application Snap a photo and share it with your friends show them what you see in your world right So $snap is natual to glass that's also why they've spent too much on this project. But the company is old and talents are just not there. For an old company like SNAP many internal governance/culture issues may be deeply"
X Link @v72mn 2025-10-15T16:38Z XXX followers, 3329 engagements

"$AAPL hit a record high today. I discussed Apple's new product in this September article emphasized the fact that people underestimated this new product cycle"
X Link @v72mn 2025-10-20T21:20Z XXX followers, XX engagements

"$FSLR Sold half of my position it closed below 10-day moving average and showed weak RS. Still owing $nxt"
X Link @v72mn 2025-10-20T21:21Z XXX followers, XXX engagements