Here are my quick notes for $TWST $SAVA $VXRT $CLOV
Why their share prices crashed today or in the past 2-3 days?
$TWST: JPM called it over-priced & give a TP of $100 while Baird raised the TP to $200. It'll likely go back next wk IMO. The stock has been very resilient.
[1/4]
$SAVA: Over-run w/ short squeezes followed by short attacks. Still a double for the wk & it'll likely consolidate in $40s. Any interim P3 news will serve as the next catalysts to bring it back & run again. It remains in my 2021 10X candidate.
[2/4]
$VXRT: Also experienced short attacks following epic short squeezes. The P1 data are good IMO & the price'll consolidate in $7-10 for some time. Additional P1 readout & P2 news will serve as the next catalysts to bring it back & run. It remains in my 2021 10X candidate.
[3/4]
$CLOV: Hindenburg called it concealing key info from investors & the firm responded. I believe the mgmt has dealt w/ it mostly right during the deSPAC process. Share price should stabilize or going up next week. The coming 1st ER is the key & could serve as a catalyst.
[4/4]
To sum up, I have no change in my faith on any of these great stocks & these ups & downs happen too often w/ young disruptors. I'm looking for long-term growth, not one time or short-term gains.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
- Rev: $82.72M vs $77.63Me, +54% YoY
- EPS: -$0.15 vs $0.03e
- GMV: $505M, +66% YoY
- GM: 39.5%, up from 33.5% Q4'21
- Adj. EBITDA: $11.8M, up from $7.2M Q4'21
- Q4 Rev Guidance: $74.5-76.5M vs $64.01Me
- FY22 Rev Guidance: $411-421M vs $367.06Me
Shares +12% AH👍🙏
Almost perfect except missing EPS.
$NVDA beat both top/bottom lines.
- Rev: $7.64B vs $7.42Be, +53% YoY
Data Center: $3.26B vs $3.15Be
Gaming: $3.42B vs $3.36Be
Automotive: $125M vs $152Me
- EPS: $1.32 vs $1.22e
- Q1 Rev Guidance: $8.1B (+/- 2%) vs $7.2Be