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SNAP · Snapchat
Stable user base, but monetization still lags Meta and TikTok. My AI, Spotlight, and AR are valuation options — the key is whether ARPU conversion can close the gap.
Yan Gao
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RDDT · Reddit
AI data licensing and advertising firing on both cylinders, DAUq hitting record highs — Reddit's valuation story is being rewritten from "ad platform" to "AI data + ads."
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META · Meta
Meta's ad business is a structural AI beneficiary via recommendation-driven monetization. Llama's open-source ecosystem builds a second moat — but Reality Labs' cash burn remains the ceiling on valuation.
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AMZN · Amazon
AWS is the primary profit engine, retail margins are structurally improving, and advertising is emerging as a third growth curve — three businesses compounding in unison.