F
Fundamentalist
Jun 17, 2026 · bearish
(https://www.marketwatch.com/story/snap-breaks-from-the-pack-with-heavy-2-195-smart-glasses-wall-street-is-panning-the-move-99e77ae6?mod=mw_rss_topstories) and Wall Street is rightfully panning it. This is backwards. You don't enter a nascent hardware category at $2,195 with no install base. You price it at $299, take losses on margin for 18 months, and build the ecosystem. Snap's playbook says: target wealthy early adopters first.

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