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Message
re: stock tip...FSLY
Posted on 8/6/20 at 11:55 am to AUHighPlainsDrifter
Posted on 8/6/20 at 11:55 am to AUHighPlainsDrifter
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 $$
let's all hope it rockets $$
Posted on 8/6/20 at 11:59 am to AUHighPlainsDrifter
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 on 8/6/20 at 12:04 pm to JJJrich
Are you saying you can’t understand why people are buying since it has dropped 20%?
Posted on 8/6/20 at 12:05 pm to AUHighPlainsDrifter
new CMLPro dossier on FSLY released
the money shot
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 on 8/6/20 at 12:06 pm to cgrand
I hope yall right... I got about 20K of $90 9/18 calls riding on this.
Posted on 8/6/20 at 12:09 pm to JJJrich
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 on 8/6/20 at 12:19 pm to JJJrich
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 on 8/6/20 at 12:22 pm to JJJrich
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 on 8/6/20 at 12:30 pm to poncho villa
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 on 8/6/20 at 12:39 pm to audioaxes1
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 on 8/6/20 at 1:11 pm to Enos Burdette
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 on 8/6/20 at 1:47 pm to cgrand
so if MSFT picks up Tik Tok, Fastly should take off. Got it.
Posted on 8/6/20 at 1:56 pm to poncho villa
I bought a bunch of shares today at 86ish
Posted on 8/6/20 at 2:02 pm to xxTIMMYxx
Sold at 116 yesterday and bought back in at 85
Posted on 8/6/20 at 2:05 pm to jmarto1
quote:
Sold at 116 yesterday and bought back in at 85
Goddamn if that isn’t some impeccable market timing sir
Posted on 8/6/20 at 2:09 pm to Tigerfan56
Stock market karma is going to get me back
Posted on 8/6/20 at 2:10 pm to igoringa
With this name and these smaller hyper growth tech companies, the market couldn't care less about DCF.
Posted on 8/6/20 at 2:12 pm to jmarto1
quote:Where's your crystal ball
Sold at 116 yesterday and bought back in at 85
Posted on 8/6/20 at 2:16 pm to Mr Perfect
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 on 8/6/20 at 2:37 pm to cgrand
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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