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[@sosacapital](/creator/twitter/sosacapital)
"@MMatters22596 Write up on $JD margin pressure attributable to their instant retail battle with Meituan and European growth initiative. Certainly looks very appealing. Cash reserves are enormous"  
[X Link](https://x.com/sosacapital/status/1979870987383701549) [@sosacapital](/creator/x/sosacapital) 2025-10-19T11:23Z XXX followers, XXX engagements


"$JD seems very well equipped to take on $MPNGY in their instant retail battle"  
[X Link](https://x.com/sosacapital/status/1979871405123764376) [@sosacapital](/creator/x/sosacapital) 2025-10-19T11:25Z XXX followers, XX engagements


"@TheMiniCapital @Kafka7invest @ragingbullcap Also take into account market cap/user for peers is much higher than $SNAP currently"  
[X Link](https://x.com/sosacapital/status/1980756745719853310) [@sosacapital](/creator/x/sosacapital) 2025-10-21T22:03Z XXX followers, XXX engagements


"@TheMiniCapital @Kafka7invest @ragingbullcap Definitly better fundamentals hence trading at higher prices accordingly. However ARPU expansion and market cap/user expansion is more likely to increase for $SNAP IMO given subscription revenue (partially because of charging for memories 5GB) and ad platform improvements"  
[X Link](https://x.com/sosacapital/status/1980949617773592593) [@sosacapital](/creator/x/sosacapital) 2025-10-22T10:49Z XXX followers, XXX engagements


"ARPU expansion and market cap/user increase is likely for $SNAP IMO given growth in subscription revenue (Snapchat+ partially because of charging for memories 5GB) ad platform improvements and sponsored snap. Currently every DAU $SNAP is valued 10-20x less than peers"  
[X Link](https://x.com/sosacapital/status/1980951699230490971) [@sosacapital](/creator/x/sosacapital) 2025-10-22T10:57Z XXX followers, XXX engagements