In full disclosure, I do have a position in TWLO. Now, I don't think it is going to the moon anytime soon...but, I do think that they are finally starting to come around to the common sense idea that they need to start making a profit...or at least come close to making a profit. I hate to see people lose their jobs, but that might have been an important step to take. Let's face it, employees are expensive...and, if you have too many of them, you have to make hard choices and let some people go. They may need a shakeup in management too. There IS a good core business with regard to TWLO. TWLO just needs the right people to guide it in the right direction. This last earnings report gave me enough confidence to hold.$Twilio(TWLO)$
Don't forget that IronSource adds 800M to 900M to revenues and was profitable pre-merger/take over by Unity. It is not only dilution in outstanding number of U shares but a big add to the bottom line. Now inflation is slowly coming down the multiple compression was overdone and ready for some reversion though not to the mean. Back to a stock price of USD 40 is feasible pretty quickly$Unity Software Inc.(U)$
$17 price target in 2023, I'm especially excited about the middle ear infection vaccine, hopefully we get an update in February to coincide with its IPO anniversary. Since then the float has reduced, wouldn't take much for this to jump a few dollars at the very least, all time high was $90$Blue Water Vaccines Inc(BWV)$
it will hold and the bottom was in this morning...Steady rise till earnings report with a few pops up here and there. Today's Close will be 11.17$Carvana Co.(CVNA)$
now that pypl pleased the street with earnings, what do the shorts do next, ride pypl up and hope that something else bad happens in the world that will bring the market and pypl down, or do they cover now and help pypl rise quickly, because right now it looks like pypl is headed back to 100 near term$PayPal(PYPL)$
Solid results...beat on both top and bottom and guided higher. Fast charged growth and soon to be profitable. After hours volume tepid and doesn't mean as much. Wait for earnings call. I bought more here. Best in class management as well.$Cloudflare, Inc.(NET)$
AI is on the trend of going up if you look at the beginning of the year to today. AI may close around 30.00+ today. Next week may up to 50.00$C3.ai, Inc.(AI)$
FFIE just got more investment. While counter-intuitive this can actually cause a dive. Why? Because people bought into the company expecting more investment, so when the investment actually arrives the stock price has already factored this in. It is sort of like how a stock might rise before a dividend is issued and falls off afterwards. It doesn't mean that the company is less healthy, it just means that a bunch of investors jumped aboard the ship hoping to make a quick buck and then get out. If you look at the charts, this is what happened; a rise before the investment and then a sell off.$Faraday Future Intelligent Electric Inc.(FFIE)$
Disney has lived off its passed reputation and was able to charge outrageous price for everything now 60 percent of people dislike the company and will not pay the going rate.$Walt Disney(DIS)$