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Message

re: stock tip...FSLY

Posted on 8/6/20 at 11:55 am to
Posted by Mr Perfect
Member since Mar 2010
17836 posts
Posted on 8/6/20 at 11:55 am to
hey dude. said I was buying at 85 when it was 90. now go ahead and check time stamps pal.

let's all hope it rockets $$
Posted by JJJrich
Member since Oct 2010
535 posts
Posted on 8/6/20 at 11:59 am to
I don't know how so many want to get back in to this stock. They beat revenue, beat eps, and raised guidance yet the stock sold off 20%.
Posted by leoj
Member since Nov 2010
3107 posts
Posted on 8/6/20 at 12:04 pm to
Are you saying you can’t understand why people are buying since it has dropped 20%?
Posted by cgrand
HAMMOND
Member since Oct 2009
46207 posts
Posted on 8/6/20 at 12:05 pm to
new CMLPro dossier on FSLY released
the money shot
quote:

"The Size of Fastly’s TAM is Mind-bending and Wall Street Doesn't Understand the Technology and Therefore the Scale"
Posted by audioaxes1
Member since Jul 2019
233 posts
Posted on 8/6/20 at 12:06 pm to
I hope yall right... I got about 20K of $90 9/18 calls riding on this.
Posted by Mr Perfect
Member since Mar 2010
17836 posts
Posted on 8/6/20 at 12:09 pm to
quote:

don't know how so many want to get back in to this stock


smart investors look for overly beaten stocks. tiktok not going anywhere

btw best bear case is Facebook getting reals for Instagram to compete with tiktok

that why fsly dropped but boomers don't know that stuff.

this is also why Facebook is printing now $$
Posted by Enos Burdette
Atlanta, Georgia
Member since Dec 2019
693 posts
Posted on 8/6/20 at 12:19 pm to
quote:

They beat revenue, beat eps, and raised guidance yet the stock sold off 20%.


Folks taking profit when the stock is up a bazillion percent. If you're trading, yesterday was the time to sell. If you're investing in FSLY it's a buying opportunity. Lots of volume because there are lots of traders and investors with this one.
Posted by Tigerfan56
Member since May 2010
10526 posts
Posted on 8/6/20 at 12:22 pm to
quote:

I don't know how so many want to get back in to this stock


You answered your own question

quote:

They beat revenue, beat eps, and raised guidance yet the stock sold off 20%.

Posted by cgrand
HAMMOND
Member since Oct 2009
46207 posts
Posted on 8/6/20 at 12:30 pm to
quote:

Can MSFT choose to use their own cloud computing?

quote:

. Fastly is today’s leading edge cloud platform, going further than traditional Content Delivery Networks (CDNs) to deliver faster, safer, and more scalable experiences to audiences around the world. We cache and speed up the delivery of your web and application content thanks to our massive globally distributed network, which consists of clusters of servers located closer to end users. And because Fastly has direct, private connections to the Microsoft Azure’s network backbone, your traffic automatically routes over them — bypassing the public internet, and reducing latency.
Posted by Jag_Warrior
Virginia
Member since May 2015
4292 posts
Posted on 8/6/20 at 12:39 pm to
quote:

I hope yall right... I got about 20K of $90 9/18 calls riding on this.


I’m pullin’ for you (and me too). I just sold a boatload of 8/14 $74 puts.
Posted by igoringa
South Mississippi
Member since Jun 2007
12261 posts
Posted on 8/6/20 at 1:11 pm to
quote:

If you're investing in FSLY it's a buying opportunity. Lots of volume because there are lots of traders and investors with this one.


And what is the investing angle on this one. Revenue for the quarter was $75 million. Market cap is $10 billion. What sort of DCF gets people to this being undervalued? Not saying it isnt - it is just with so many of these high flyers this go around, the math to get it to the current market cap is already pretty dang steep, even after the pullback.

That $75 million, already includes tick tok which if it is 12% of revenue is $8 million a quarter. That is a long haul to support that valuation.

I have the same question on the Draftkings, LVGO, TDOC's of the world... these that have tripled - what is the math from an investment point of view? I get (and missed lol) the trading momentum angle.

Posted by poncho villa
DALLAS
Member since Jul 2010
18765 posts
Posted on 8/6/20 at 1:47 pm to
so if MSFT picks up Tik Tok, Fastly should take off. Got it.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 8/6/20 at 1:56 pm to
I bought a bunch of shares today at 86ish
Posted by jmarto1
Houma, LA/ Las Vegas, NV
Member since Mar 2008
37757 posts
Posted on 8/6/20 at 2:02 pm to
Sold at 116 yesterday and bought back in at 85
Posted by Tigerfan56
Member since May 2010
10526 posts
Posted on 8/6/20 at 2:05 pm to
quote:

Sold at 116 yesterday and bought back in at 85


Goddamn if that isn’t some impeccable market timing sir
Posted by jmarto1
Houma, LA/ Las Vegas, NV
Member since Mar 2008
37757 posts
Posted on 8/6/20 at 2:09 pm to
Stock market karma is going to get me back
Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26705 posts
Posted on 8/6/20 at 2:10 pm to
With this name and these smaller hyper growth tech companies, the market couldn't care less about DCF.
Posted by castorinho
13623 posts
Member since Nov 2010
85934 posts
Posted on 8/6/20 at 2:12 pm to
quote:

Sold at 116 yesterday and bought back in at 85

Where's your crystal ball
Posted by Jag_Warrior
Virginia
Member since May 2015
4292 posts
Posted on 8/6/20 at 2:16 pm to
quote:

ty $85.95 printed.


Just make sure that your trading army keeps it above $73.991 by next Friday at 4PM. If not, I'll put you all on a forced march with half rations.
Posted by thejudge
Westlake, LA
Member since Sep 2009
15006 posts
Posted on 8/6/20 at 2:37 pm to
quote:

new CMLPro dossier on FSLY released
the money shot


Sold a decent stock toaverage down on FSLY.

This thing looks great
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