$PINS 60-62 is in the perfect zone for me if we aren't entering a bear market. Its just off the 200day pysch level where everyone wants to buy. So if it doesn't get much worse, those people will all miss their buy orders and panic buy if it reverses.
Started a small $FB position in the LT portfolio. Will DCA this as its looking at a gap fill.
Bought more PINS again but small. Done for today. If it can't hold 60 then I want to be careful. I just DCA - no all-ins.
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$FSLY
Revenue up 35% YoY to $85M
NonGaap GM of 60.1%, loss $13M
DBNER 139%
Enterprise customers 336, up from 324 in Q4 2020
Average enterprise customer spend $800,000, up from $782,000 in Q4 2020
$FSLY Signal Sciences
Total customer count of 293, up from 280 at the end of Q4 202
Enterprise customer count of 86, up from 78 at the end of Q4 2020
Approximately 25% overlap with existing Fastly enterprise customers
$FSLY Letter highlights a Compute@Edge customer that worked with Google and Roku to dispute connected TV botnets.
$SKLZ Call -
CEO: We are excited to expand our games to synchronous categories including FPS and RTS games. We are currently working with developer partners to test the technology. We anticipate growing to other categories such as battle royale.
We are focusing on partnering with brands. We imagine a world where all brands have their own games where players can [win prizes, etc].