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Started By
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Posted on 9/13/20 at 7:32 pm to cgrand
hope so cgrand. I've made some money off fsly but i bought back in around 80 and getting a little nervous. My plans are to hold these shares for a while though.
This post was edited on 9/14/20 at 4:29 am
Posted on 9/13/20 at 8:50 pm to FLObserver
I read where Oracle won the bid for TikTok. Microsoft was informed about the decision.
Guess my MSFT will drop tomorrow.
Guess my MSFT will drop tomorrow.
Posted on 9/13/20 at 10:10 pm to cgrand
quote:
It appears they’ll sell US operations to oracle without the algorithm. So, this is a surface transaction that meets the order to sell but doesn’t actually change anything
This would make sense. The vibe I got when they decided to take the algorithm off the table is that was the main thing MSFT was after.
Posted on 9/13/20 at 10:32 pm to AA7
on the one hand I’m happy this manufactured drama should soon be over and FSLY price can work its way back. On the other hand I’m wondering what the frick this was all about
If tiktok is indeed a national security risk, as the president made such a show about, this deal does nothing to change that
If tiktok is indeed a national security risk, as the president made such a show about, this deal does nothing to change that
Posted on 9/14/20 at 12:42 am to SoloTiger
Per LiveSquak just now
quote:
ByteDance Won't Sell Tiktok U.S. Operations To Microsoft Or Oracle - China State Tv CGTN, Citing Sources
Posted on 9/14/20 at 2:14 am to cgrand
Larry Ellison is a big Trump supporter.. wouldnt be a shock at all if he just shut down the US operation
Posted on 9/14/20 at 6:20 am to jmcwhrter
well futures point to a higher open. Looks like what you said Cgrand is the sentiment
Posted on 9/14/20 at 7:54 am to FLObserver
So what are y’all doing with Moderna MDRA? I only have a very small amount, but where is it in the clinical phases and is it worth holding on to to see if rises back to the $75/share price I paid for it?
Any thoughts?
Any thoughts?
Posted on 9/14/20 at 8:07 am to AA7
Neither Microsoft nor Oracle gets to buy TikTok US: Chinese state media
https://finance.yahoo.com/news/neither-microsoft-nor-oracle-gets-070256361.html
https://finance.yahoo.com/news/neither-microsoft-nor-oracle-gets-070256361.html
Posted on 9/14/20 at 8:29 am to xxTIMMYxx
My understanding is that it’s a partnership and not an outright buy. I’ve seen some mention a TikTok global headquarters being located in the US as part of the deal. I’m sure there is some governmental red tape left, but I have a hard time believing they are announcing a deal without being close to a green light. Unless they chose Oracle since Trump is a fan of them and are hoping them being the chosen suitor will provide them an extension on the deadline.
Posted on 9/14/20 at 9:01 am to cgrand
sky rockets everywhere this morning. Makes me afraid to buy anything.
Posted on 9/14/20 at 9:15 am to Auburn1968
quote:
sky rockets everywhere this morning. Makes me afraid to buy anything.
Same. Buy low, as they say.
Posted on 9/14/20 at 9:52 am to AA7
Oracle should be pretty big when 5G comes along as well. Perhaps it is a good buy.
Posted on 9/14/20 at 7:19 pm to xxTIMMYxx
OK the tiktok thing was so fricking stupid. Nothing has changed and it never mattered anyway. They just added a security company with 20MM in sales at 85% profit and can roll that right into their customer base. They are about to release a game changing edge platform coupled with a new industry leading security platform. 3rd Q earnings are going to be insane
Even if it lumps up to earnings in the 70s this is going to run again
Even if it lumps up to earnings in the 70s this is going to run again
Posted on 9/14/20 at 7:49 pm to cgrand
Yeah. Look ultimately when FSLY goes back to 115 (will happen this year) it will be because they report 70% yoy growth or whatever. TikTok USA matters virtually zero even in the medium term
Posted on 9/15/20 at 8:38 pm to LSUtoOmaha
the reporting now is that tiktok USA will be a stand-alone entity with oracle as a minority investor. They will still be organically entwined with bytedance and the algorithm remains the property of bytedance
looking at it from FSLY perspective you want tiktok traffic and revenues to grow, because I again remind everyone that FSLY gets paid per instance of data handled. Tiktok US remains a privately held entity that is massively popular worldwide and their potential reach into commerce is just getting started here
looking at it from FSLY perspective you want tiktok traffic and revenues to grow, because I again remind everyone that FSLY gets paid per instance of data handled. Tiktok US remains a privately held entity that is massively popular worldwide and their potential reach into commerce is just getting started here
Posted on 9/15/20 at 8:41 pm to LSUtoOmaha
quote:
ultimately when FSLY goes back to 115 (will happen this year)
140 by year end
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