$SNAP - Snap is approaching major inflection points with 1 billion MAUs, near profitability, and consumer launch of Spectacles after 12 years of development, while AI is transforming their software development capabilities.
$ARGLASSES - AR glasses represent a massive computing platform shift that will replace large screen use cases like TVs and monitors, with Snap leading in display technology and owning the entire stack.
Bearish:
$AAPL - Apple Vision Pro's pass-through VR approach is fundamentally flawed compared to see-through AR glasses, as people don't want to interact with the world through a screen.