Twtr is appropriately priced if they replace mgt imo. Another quarter like that and they'll officially be pissing away a good opportunity. It did see a nice bounce which was predictable after such an over reaction.
I think this trades similar to last earnings. Bounce a bit, trade sideways, then move up.
The only thing that was bad and it might not even be is increased costs. Obvi they're going to make a major acquisition. They also have 16 bill in cash. Monster number. The way the market is right now and how hard FB has run going into earnings they were smart to cool it off a little bit. Doesn't mean the company is going kaput. That's crazy.
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