Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I've been playing the market volatility with TWTR puts and calls since December's DJ correction. I'm counting on this stock to keep making big swings so I hope you're right.
Considered cashing in my $30 strike puts and converting them to calls when the pps dropped the other day... but kept them to roll the dice on earnings and glad I did.
A decline in MAU's will ultimately lead to a decline in revenues and they've trimmed as much fat as they can. Now TWTR is going to hide that benchmark so traders will be flying blind from quarter to quarter.
TWTR MAU's continue to decline so TWTR's response is to stop reporting MAU's... lol.
Bought calls again for TWTR's ride back up... does that make me one of the good guys? Options have been awesome with this market volatility.
Like a special report was needed to call out TWTR for being toxic. It's long been the land of bots, scammers, political spam and tweeting zingers at anyone with a spoonful of fame to tear them down... lol.
DJ sell-off.
Twitapocalypse.
As a company, garbage fundamentals and outlook. As a stock, I've been playing the market volitility and making $$$ with puts and calls as it jumps up and down. My current $35 puts look good today.
Yup. TWTR Q3 was bitter-sweet so I think it settles back around the $29 pps inflection point again after the market rebound... which could happen quickly if it gets ugly again. I bought long puts that were a fair bet so no hurry.
I called the big drop in TWTR MAU's correctly. It'll bake in. It would be nice if you just talked about the stock instead of posting your personal attacks. Longs are still down from the $10+ pps Q2 haircut.
TWTR Q3 EPS 21c -9M MAU's. Watching for PM head-fake and DJI correction.
You don't know my numbers... but we do know TWTR's numbers and you just described it.
TWTR is the first stock traders dump from their portfolio when the DJ drops. Bad numbers + market correction = TWTR bloodbath.
TWTR has been padding their MAU's for over a year to report a min of flat growth instead of negative MAU's. Last year, they claimed "oops" when they "accidentally" counted business/marketing accounts as MAU's which would've put their MAU's in the red. Last quarter certainly didn't reflect the millions of bots and shady political accounts they claimed to be purging. If we don't see that reflected in the numbers this quarter then that should be a major red flag. When MAU's are down they pump the DAU stats without releasing the criteria for determining what constitutes either or the data to back the numbers up. They've been very shady with reporting their user numbers but we know enough to see that US subs are declining and global growth is tiny compared to other major social media companies which have grown by hundreds of millions of users in the same period. User growth hasn't helped to increase revenue... only cost cutting and squeezing a few extra pennies out of their remaining user-base has with the lack of new and lucrative initiatives going forward. This is right in their flat growth chart and mediocre guidance. TWTR is just trying to hide the fact that their toxic platform has peaked and is dying a long lingering death for as long as they can.
So was Vine and look what TWTR did with that... lol.
Betting the odds of TWTR tanking on earnings next week is much better than the odds of winning the lotto... lol.
Ouch... TWTR pps crashes through $28 resistance. Nothing but pure speculation to hold TWTR up from here.
Barchart Metrics Rate TWTR as SELL-SELL-SELL [Link]
https://www.barchart.com/stocks/quotes/TWTR/opinion
Me thinks TWTR gets bearish and drops a couple bucks going into Oct. 25th earnings. TWTR probably drops news on some hyped up iniative to prop the pps up but it's just more empty promises. They post a meager 0.05-0.07 EPS which are gains largely from costs cutting - not profits, MAU's are +/- 2-4M users (probably minus as US membership drops) and it's back in the low $20's pps and maybe even teens as sentiment cools with traders seeing the reality of this company's stagnant fundamentals, mediocre guidance and lack of game changing prospects.
Wait for what? The numbers are in and another TWTR speculative bubble has popped. It's dead money.
Well someone has to be the worst performer on the S&P 500. Just like someone is seeing a doctor today who barely passed their exams... but would you want that doctor? Is this spot even guaranteed now that TWTR has just had 1/3 of its market cap wiped out in a day and still sliding?
It will? When??? TWTR MAU growth has been flat for years and now it's in decline. Grow based on what? What has TWTR done to make their platform attractive to new users and advertisers? Video streaming? Their competitors took anything of value like when AMZN took over the NFL. What grand plan is in place for this clearly failed turn-around?
Who gets what first? TWTR's USA MAU's are in decline while they add paltry global numbers. Why would USA companies push ads to foreign language countries where they don't have a presence? Push Walmart ads to some guy in Spain who signed up to tweet, "GOOOAAALLL!" during the world cup?
TWTR is at the bottom of the list for social media ad money. Think like an advertiser. How much of your ad budget would you spend on FB or GOOG with 5x the MAU's as TWTR? Ad impressions are also lower with TWTR due to it's quick consumption platform where it's like trying to sell to people running in the street. These are old problems for TWTR and they can't afford to stay the same.
Anything could happen on Monday. Short term, TWTR's own guidance reported not to expect much revenue growth over the next few quarters. Long term, the world changes while TWTR remains the same and suffers a long lingering death. They've gained profits by going lean and some numbers trickery which is unsustainable without gaining users. New product and service MAU turn-around initiatives have otherwise failed in high float penny stock pump'n'dump fashion. The bots are purged for now while it's toxic culture remains and TWTR will have to do more than sell drama to keep itself from fading into irrelevancy.
They're selling TWTR on the news alright...like when they started selling Sears after they failed to adapt/compete and people stopped going to their stores.
Called this purely speculative bubble. TWTR MAU's have been flat for years while other social media competitors added users in leaps and bounds. The pps would've never gone above the $20's if investors bothered to look at TWTR's terrible fundamentals and prospects.
Not the worst reason? Bots don't click ads. If TWTR reports 250M MAU's after removing them this stock will tank. They made a cash grab on this run... your cash... so now it's time to let the cat out of the bag. GS says buy to also cash in before it happens.
TWTR technically declined in MAU's last summer. When they reported flat growth, it was actually minus a few million users... but they can't show that. They amended the next quarter by saying, "Oops, we accidentally included advertising accounts." which was a load of BS.
Looking for a good put entry against earnings here.
Fair enough. I don't know how TWTR even supports a pps above the mid-20's and have stayed away from betting against this speculative bubble. Puts will be real tempting if this hits $50's going into earnings though.
The key thought there was I'm betting against poor TWTR fundamentals at a logical catalyst point while it sounded like you were hoping for some market miracle. I'll take the latter but my money is bet on the former. This stock is notorious for burning pessimests despite this company's lackluster performance and prospects so bet against it wisely... or hit your head with a brick to think like a typical TWTR investor... both have made $$$ with the right buy-in on this POS.
Looking for a put entry here but will wait to see if this run goes into July to bet on an earnings reality check. Until then... it's hard to bet against irrational TWTR runs despite their fundamentals. I may get in with longer term contracts regardless if this peeks over $50 pps. Slow season flat growth are the best catalyst I can think of for a drop barring a Trump induced international trade war like you may be hoping for.
Next TWTR earnings around 07/26/2018. Looking for a put entry. The pps is over double the teens with no change in fundamentals.
Steve Ballmer Sells TWTR Shares [Link]
Ballmer taking a 4% stake in TWTR at low $30's in fall 2015 has always been an interesting position and he recently took the first chance he had to get out when TWTR finally crawled back to his buy-in.
https://www.cnbc.com/2018/05/01/steve-ballmer-says-hes-sold-all-his-twitter-shares.html
TWTR tanking from purely speculative and manipulated highs. It's pps should've never left the teens with its poor fundamentals.
I don't understand why TWTR is above $20 pps to be honest. TWTR's flat growth, mediocre numbers and lack of prospects haven't fundamentally changed from when its pps was in the teens.
To be fair, there's lots of ways and plays to make $$$ and TWTR has nice volatility to work with depending on which betting style you use. GL
There's been articles like these warning us about TWTR for over a year and they're just stating numbers which deserve valid concerns. User growth is flat. Ad revs are down. None of their streaming initiatives paid off like they promised. Any that could've were stolen from under their feet like AMZN taking the NFL. No new game changing initiatives AFAIK... increase in tweet characters? They've had a for-sale sign on their lawn for over a year and no one will touch them. Competition has increased and they're copying anything of value that TWTR has to offer. The culture is still toxic and Russia can use them at will to spread disinformation. They've posted their first profits by throwing their cargo overboard to stay afloat which is not sustainable.
Yet optimism remains high. Why? It's part pure speculation because no one knows why TWTR is in the $30's when you look at their fundamentals. It's going up so someone must know something, right? So I should get in on this too, right? I mean, I see TWTR on the net sometimes and have some Bitcoin profits to invest, right? Nothing but red flags while TWTR fluffs their numbers to appear buoyant and insiders prop the pps up when it dips too hard.
Anyway, not saying there isn't a ride up to profit from... it's just not based on solid real world fundamentals from this company's performance.
TWTR's PPS Speculative on Flat Growth [Link]
https://investorplace.com/2018/02/twitter-twtr-stock-makes-profit-kinda-sorta/#.WoRQjnxG2Cg