Twitter (TWTR) is up 20% as the engagement growth from the past finally pushed the company back to revenue growth. The 2-year stacked DAU growth is now 24%. Those that ignored this growth missed the run to $32 today. The company generated free cash flow of $550 million for the year while Snap (SNAP) is still burning $200 million per quarter. These 2 stocks are worth about the same amount now and Twitter should start separating from the other company due to the wide gap in cash flows. Disclosure: Long TWTR