Snap Crackle Profit If The Guidance Holds

Fun mix today with a revenue beat, a nudge to the outlook, a buyback, and a new AI partner writing real checks.

That doesn’t mean you sprint to the buy button, as you can start small on calm red days, let progress (users, revenue, and costs) earn each add, and mute the hot takes.

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DoorDash | DASH

Price: $196.46

Orders and revenue rolled in hot, but profits took a pit stop as Dash preps for a bigger 2026, with a new global platform, autonomy experiments, and the Deliveroo combo meal.

The stock’s mood turned hangry because spend now, feast later is not everyone’s favorite diet after a strong run. 

That’s fine. Your edge is patience. You want evidence that the new toys lift unit economics, not just the press-release count.

Watch take-rate, order frequency, and how much of each extra dollar falls to the bottom line while they’re investing.

If the chart cools off, test a starter position only when those KPIs hold up despite heavier opex. 

Bonus points if subscription benefits keep retention sticky and cross-category shoppers keep rising. The goal isn’t to buy the peak of a sugar rush.

It’s to catch a reasonable entry when the kitchen proves it can serve more covers without burning the burgers.

Why this matters for you: Delivery demand is durable when travel’s messy and schedules are slammed, just don’t pay tomorrow’s margin today.

Lucid | LCID

Price: $17.96

Another quarter of almost there, a larger credit line from the deep-pocketed backer, and Gravity still headlining the show.

Production is improving, just not at a pace that satisfies the fast-money crowd.

If you play here, you’re signing up for supply chain hiccups, guidance nudges, and the occasional cliffhanger.

Keep positions small enough that you won’t check your phone every 12 minutes. 

What to demand before scaling: clear, consecutive delivery ramps, fewer one-time noises in the P&L, and proof that the Gravity launch is moving from teaser trailer to box-office run.

Cash runway looks OK for now, but this is still a build-it-and-they-might-come story. 

If Q4 deliveries inflect and gross margins stop acting shy, you’ll have time to add. Until then, treat it like a long-odds ticket you can forget in a drawer without losing sleep.

Why this matters for you: Turnaround optionality with real volatility, so size like you mean it.

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e.l.f. Beauty | ELF

Price: $76.54

Guidance wasn’t glam, tariffs smudged margins, and the shares did the beauty-in-reverse thing.

Under the makeup, there’s still a strong brand engine plus Rhode as a new growth wand. But the next act is about execution, not viral moments. 

Your checklist here is to watch if gross margin stabilizes as price increases catch up, see if guidance stops sliding around, and shelf space expands without promo bloat.

If management shows a cleaner cadence on launches and keeps operating costs from doing a runway walk, the multiple can repair itself faster than your cracked compact. 

This is one where a great company, bad day can morph into a great entry, good year, but only after the mirror stops fogging.

Let it build a base, then scale when margins lift sequentially and the Rhode contribution shows up as real dollars, not just headlines.

Why this matters for you: Brand power plus new levers means you can wait for a steadier reflection before reapplying.

Qualcomm | QCOM

Price: $173.20

A tidy beat, a sturdier guide, and all three core segments of handsets, auto, and IoT pulling their weight.

Meanwhile, management rolled out an AI accelerator roadmap that adds optionality without pretending they’ll steal the data-center crown by Friday. 

Think of QCOM as the reliable friend who always gets you to the airport on time.

They have strong cash flows now, plausible upside from on-device/edge AI later, and licensing that still pays the bills. 

Your move here is to build on pullbacks, then press only if we see real design wins in AI PCs and edge inference, continued stability in licensing, and operating leverage that doesn’t require magic tricks.

If the market throws a tantrum over who’s King of AI this week, QCOM can be the grown-up in the room, as it’s steady, profitable, and quietly compounding.

Why this matters for you: A cash-generating anchor with upside levers, a nice holding for portfolios chasing shinier objects.

Snap | SNAP

Price: $8.01

Snap just delivered the rare combo of better-than-expected revenue, a slightly brighter outlook, and a buyback for dessert, plus that headline-grabbing AI tie-up that should start ringing the register next year. 

Management did wave a small yellow flag on policies that could ding engagement in some regions, so don’t be shocked if daily-user charts zigzag.

That’s normal. The game here is execution. Can Snap keep nudging ARPU higher while keeping costs from running cardio on the income statement? 

Handle the post-earnings hop like this: buy on red, then add if we see steady progress in monetization, healthy uptake from SMB advertisers, and clean operating discipline.

If user metrics wobble a bit but revenue per user improves, stay cool, as advertisers ultimately care about outcomes, not perfect charts.

Treat rallies like escalators you don’t have to sprint for, and dips like stairs that still get you where you want to go.

Why this matters for you: Upside from new features and clearer monetization without trying to pick the next AI mascot.

Stat of the Day: 10% less flying

The FAA plans to trim airline traffic by 10% at 40 major airports during the shutdown to ease controller strain. That means longer lines, spikier delays, and a little holiday chaos.

Airlines and airports may feel the turbulence, while delivery and e-commerce sometimes catch a sympathy bid as folks stay put and ship more.

Travelers should pack snacks, and traders should expect weather-delay-style headlines to ping your feed.

Final Take

For social, follow ARPU, costs, and engagement quality, not just the meme candle. For delivery, insist on unit economics before you pay up.

For EVs, demand production proof, not prototype photos. For beauty, let margins clean up before you glam back in.

For chips, let cash flow and real AI traction do the talking. Buy red, size to your sleep level, and let the next proof point earn your adds.