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, 4 tweets, 2 min read Read on Twitter

@YahooFinance

@YahooFinance

Here's every date in the past 20 years that a #FAANG stock was down 20% or more in a single trading session.

data: @YahooFinance
$FB $AAPL $AMZN $NFLX $GOOG

5 of the 11 dates are in July.

4 of the dates are July 24th, 25th, or 26th.

@Netflix

@Netflix

2 of those were @Netflix, 2 of those were @Amazon.

@Facebook can join them today.

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(((Ashley))) @AshleySWeitz

Here's the story of how my trauma put a literal hole in my abdomen.

I'm typing as I go; please forgive typos and/or wonky syntax. And try to forgive me if halfway through it I delete and/or disappear. This story, this experience are still pretty raw.

Also, let me go ahead & disclaim:

I am no one. I am an authority on nothing.

I don't have a license to practice anything but driving.

Please never construe anything I ever say as medical, legal, or other advice.

I'm telling a story.

I wouldn't listen to me if I were you.

Let's start with #ACEs.

Y'all familiar w/the Adverse Childhood Experiences (ACE) Study? Published in 1998 & the basis for hundreds more pubs, which point to childhood trauma's impact across lifespan: the higher your "dose" of childhood trauma, the worse later outcomes tend to be

Read 99 tweets

Turner Novak @TurnerNovak

Here’s a thread with some pre-earnings thoughts and reads prior to the $SNAP Q2 earnings today.

Biggest thing I am looking for is the Snaps Created per Day metric (will probly have to wait for the 10-Q), updates on Bitmoji, content plans, and hints on the long-term AR strategy.

https://twitter.com/TurnerNovak/status/991355560376315904

(This is not all-inclusive of my Snap thoughts, a few more that paint a bigger picture can be found in my earnings threads below from the past two quarters. Happy to discuss as I realize I have extremely an contrarian view on Snap.)

https://twitter.com/TurnerNovak/status/991355560376315904

The context for Snap’s Q2 earnings is very interesting with the recent 20% post-earnings drops by FB and TWTR. Two big reasons for those drops:

1) Slowing/declining usage in North America and EU
2) Anticipated drop in FBs margins as it invests in things Snap did years ago

Read 43 tweets

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