$Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$ $Social Media Ventures Inc.(SMVI)$ 🚨📰🗞️ It has gone largely unnoticed that time spent on social media peaked in 2022 and has since gone into steady decline.

Not sure the memo reached my daughter yet 🤣 Comms are all through Snapchat, including her Granma who she has trained 😆

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# Snap Spectacles In 2026! Will AR Make Snap AI Winner?

Modify on 2025-10-05 03:17

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  • 📉I’ve noticed the same trend in the data and it’s pretty striking how early the 16–24 group started pulling back. If engagement keeps sliding, platforms like $META$ will need to rethink monetisation models faster than most expect.
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  • Kiwi Tigress
    ·10-04
    TOP
    $Snap Inc(SNAP)$ I’m on Insta every day and it’s still the go-to for Gen Z in NZ and Aussie.


    Snap’s right up there too for quick, raw updates that spread fast. Trends usually start on these platforms before anyone else even catches on.


    I’m an Insta influencer with paid promo work, so I see how brands are shifting their playbook.


    They’re not just dropping ads anymore, they’re sliding into Reels collabs, Close Friends drops, and local campaigns to lock in Gen Z engagement early.


    It’s literally where culture starts.


    KT 💚
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    • Barcode
      KT you’re spot on. For $SNAP$ and $META$, the shift you see is ROI driven. Brands now prioritise conversion over minutes. Reels and Close Friends boost intent and CPMs while CAC stays contained. I’m tracking ARPU mix, creator payout ratios, and time to purchase.
      10-05
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    • Barcode
      🌞 May your Sunday unfold with clarity and grace, a thoughtful interlude in the market’s race 📊🍀
      10-05
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    • Barcode
      I appreciate you reading my article KT. Insights are always stronger when they’re part of a broader conversation, and your time spent here adds value to that dialogue.
      10-05
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  • Tui Jude
    ·10-05
    TOP
    What stands out to me is the structural shift for $SNAP$. Their core user base lives in that 16–24 bracket, so declining daily time could hit ad revenue leverage hard if they don’t diversify their growth engine soon.
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    • Barcode
      TJ I agree. $SNAP$ has always leaned heavily on youth engagement. If that base keeps trimming time, their monetisation curve could flatten fast unless they build new verticals.
      10-05
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    • Barcode
      🌞 May your Sunday unfold with clarity and grace, a thoughtful interlude in the market’s race 📊🍀
      10-05
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    • Barcode
      I’m grateful you took a moment to go through my post TJ. The more we can exchange thoughtful ideas, the better we can navigate both the opportunities and the risks in markets like these.
      10-05
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  • Hen Solo
    ·10-05
    TOP
    📊The 2022 peak is such a clear inflection point. For $SMVI$, a sustained drop in time spent means less inventory and potentially thinner margins. It’s fascinating to see how macro user behaviour can reshape micro-cap trajectories.
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      🌞 May your Sunday unfold with clarity and grace, a thoughtful interlude in the market’s race 📊🍀
      10-05
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    • Barcode
      HS that’s exactly it. When user time compresses, the margin pressure on small caps like $SMVI$ gets intense. I’m tracking whether they shift strategy or ride the decline.
      10-05
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    • Barcode
      I’m grateful you took time to go through my post HS. The more we can exchange thoughtful ideas, the better we can navigate both the opportunities and the risks in markets like these.
      10-05
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  • Queengirlypops
    ·10-05
    TOP
    It’s wild to see the curve turn down like that, especially when I’m still on Snapchat every day for main comms. Gen Z really moved first and it’s reshaping where the money goes. Platforms that can make shorter bursts of time more valuable are gonna win hard from here 🧃
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      🌞 May your Sunday unfold with clarity and grace, a thoughtful interlude in the market’s race 📊🍀
      10-05
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    • Barcode
      Q you’re spot on. The race now is making shorter interactions more monetisable. Platforms that innovate on that front could rewrite their growth curves entirely.
      10-05
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    • Barcode
      Thank you for going through my post Q. Every reader who engages with these ideas helps sharpen the market lens we’re all trying to look through together.
      10-05
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  • Snap is strongest ever. Lookout for $10 next week.

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  • Merle Ted
    ·10-06
    Meta is trading 26 times per earnings !!

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