Calls
1
u/Kevory
Reddit r/wallstreetbets
Win Rate
0.0%
return
-25.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 26
$7.59
-25.6%
Kevory collected 13k+ self-reported friend counts and found 16.75% of friends subscribed to Snapchat+, about 4x Snap's reported 3.56% DAU subscription rate, implying 35%+ QoQ growth in subscription revenue. The mechanism is Snapchat's policy requiring users with >5GB memories to pay or lose excess photos/videos starting September 2026, which the author believes will drive conversions despite user outrage. Subscription revenue is claimed to be valued at twice ad revenue, so this growth should be accretive to Snap's valuation. The main stated risk is that the sample is a fraction of the user base and may include inactive accounts, exclude Platinum and cheaper storage tiers, and be affected by annual discounts.
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u/Kevory has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: SNAP.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
