Just one note, a very small disclosure that this is not financial advice.
Otherwise, this is a great article. Snap's price is very low enough for anyone to buy and just forget it. (Not financial advice)
AR/XR is Snap's very last chance (Unless they have something else very secret) to turn around the company and they have lots of time to plan for when AR/XR glasses gets a killer app.
They cannot afford to miscalculate this one otherwise it is all over for Snap.