Discover and read the best of Twitter Threads about #TWTR

Most recents (9)

resurrected an old tweet to share some thoughts on hedging strategies ...Elon has hands full and is in it or the long haul with regard to #TSLA, but in taking down #TWTR, even someone of his wealth can benefit from "locking in" value of shares.
the "zero cost collar" does this...at start of Jan'21, with TSLA at 735 per share, Elon could have bought the Jan'23 expiry 530 put and fully funded the protection by selling the Jan'23 1425 call! The put protects shares 28% below 735 price then.
the call is struck so high that he'd get to realize gains in the stock 94% above that 735 level! pretty attractive! makes the big quarterly SPX collar look bad by comparison, but why? the tweet back then was based on the incredible bid to long-dated vol in TSLA.
Read 10 tweets
Flunkies: Boss, #TSLA has fallen from $1111 to $666 since you "bought" #TWTR 😭

Clyde: Imma sue someone 😡
Because yeah, what investors are looking for in a CEO with a trillion dollars of their money to play with is micromanagement of endless litigation and promises of "blood".

Very sane and normal thread, dude.

If I had to guess the trigger for this latest tantrum, I'd say it's because

Cathie = Asif
Elon = Mudasir
Salman = Roku

😂😂😂

But seriously, she was saying it'll be $4600 in a couple of years. It'll be lucky to stay above $600 by next Friday. House of cards is shaking.
Read 4 tweets
#TWTR 가 만드는 #TSLA 와의 시너지효과

일론이 트위터를 인수한 후 대대적인 혁신을 통해 2028년까지 매출액을 5배이상 성장시킨다고 말하고 있다.

이러한 트위터의 성장이 테슬라와 어떤 동반상승효과를 만들 수 있을까?

GPAI (General Purpose Artificial Intelligence)완성을 위해
꼭 필요한 언어학습을 위한 리얼 언어데이터를 트위터를 통해 제공받는 것이 첫번째 효과일 것이다.

일론은 트위터 비즈니스 모델예측에서 현재 90%의 매출이 광고에서 나오는 것을 2028년에는 45%(12B)로 낮추고, 구독료매출을 38% (10B)로 성장시킨다고 말한다.

나머지 17%에 해당하는
4.5B(5조원) 매출은 Data Licensing 같은 비즈니스에서 나온다고 했다. 트위터의 언어데이터를 테슬라에 공식적으로 제공하여 트위터의 성장과 테슬라의 AI 완성을 같이 이루는 소위 "꿩먹고 알먹는" 전략이다.

트위터의 현재 가입자는 2.17억명이다 일론은 2028년까지 4.5배 증가한 9억3천만명을
Read 4 tweets
Voce sabe o que a #AMZN, #UBER, #ABNB, #MELI, #FB, #TWTR, #RBLX, #ENJU3, #NINJ3 e Ifood tem em comum? O famoso Network Effect, ou em bom portugues, efeito rede.
A grosso modo o efeito rede significa que quanto mais consumidores tiver um produto ou serviço, maior será sua demanda, tanto de fornecedores quanto de usuários.
Ex: O que faz o whatsapp uma ferramenta tao interessante? O fato de que quase todo mundo usa! Quantos mais usuários vc tem, mais trafego se tem e por consequência mais usuários vc captura.
Read 13 tweets
💥He recopilado las 69 MEJORES EMPRESAS que lo pueden hacer mejor en los próximos años💥
👉Descripción, precio, crecimiento, características y valuación de 5 años en un sola página⚡️
🔥SUPER hilo desglosado en sectores🔥
⬇️
El informe completo en mi web carlosmatag.com
16 sectores con mucho potencial:
1 Base de datos🖥️
2 Internet💻
3 Games / Streaming🎮
4 Fintech💸
5 Impresoras 3D📟
6 Evs🚗
7 Semiconductores🔌
8 Drones🚁
9 Realidad virtual📺
10 Software💽
11 Renovables☀️
12 IoT📠
13 Telemedicina🩺
14 Medicina🧬
15 Ecommerce🛒
16 Cannabis🍀
1⃣ BASE DE DATOS

#AMAT
Read 70 tweets
My desire to share some of my ideas on Twitter is harmed by the haters who reside in the cheap seats and are shrouded by anonymity (most of whom have never played on the field). And who are shark-like in inhabiting #TWTR waters - restricting my ability to exchange ideas with
the good fish. Quite frankly I have alot on my table -managing money and writing (for 23 years) on @realmoney I share some of my trades and mkt views here because, in part, I can learn from those that respectfully disagree and debate with rigorous analysis and insights.
But increasingly the haters and their constant hostility make this experience ever more unenjoyable.
So, I have decided not to share my analysis on a regular basis as I have done for years
Life is to short to engage with haters - some of whom I have reported but Twitter takes
Read 6 tweets
🚨 Stock is 30% DOWN 📉 from its ALL TIME HIGH 🚨

BUT it grew 62% YoY and had a 137% DBNER 🔥

🤺 It was at the centre of Beijing 🇨🇳 Washington 🇺🇸 tensions

⛔️ It’s business is HARD to UNDERSTAND 🤯 But sounds like a TEN BAGGER 💰

Here is an EASY thread 👇
$FSLY, a US 🇺🇸 Cloud Computing Services provider, processes, serves and secures its customer’s apps very close to the end users 🌐

This happens through $FSLY Edge Platform ⚡️ it provides a content delivery network, internet security, load balancing and video & streaming services
This is PURE TECHNICAL JARGON 🤯 Let’s break down what this means

🎛 The internet was designed according to the End-to-End Principle

📟 This means that the core network’s KEY PRIORITY is to move the information to the network end-points (hosts and clients) as much as possible
Read 32 tweets
Analysis: #NYSE: #TWTR (UPDATE)

Case 22 #Twitter Inc.

DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.

Thread 👇👇👇

TWTR 1/7
Twitter has turned #bearish following yesterday's blowout of the main building base which began May 2019. Stale longs are now trapped within the gap (37.80-32.38) and slightly higher up at 39.50-41.00.

TWTR 2/7
The picture has turned highly negative - 28.60 will be the next target if #trendline support at 30.00 fails to hold.

TWTR 3/7
Read 7 tweets
Twitter Q2’18 shareholder letter is now available. Read: sec.gov/cgi-bin/browse… #TWTR
Twitter Q2’18 earnings Q&A with @jack & @nedsegal at 8am ET / 5am PT. Listen via @TwitterIR or investor.twitterinc.com/events.cfm #TWTR
Tweet us your questions during our Q2’18 earnings call @TwitterIR using #TWTR
Read 38 tweets

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