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cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
23148 posts

re: stock tip...FSLY
which, for FSLY, is good news


FLObserver
LSU Fan
Jacksonville
Member since Nov 2005
8259 posts
 Online 

re: stock tip...FSLY
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 at 4:29 am


SoloTiger
Member since Aug 2016
4691 posts
 Online 

re: stock tip...FSLY
I read where Oracle won the bid for TikTok. Microsoft was informed about the decision.

Guess my MSFT will drop tomorrow.


AA7
Auburn Fan
Birmingham, AL
Member since Nov 2009
17289 posts
 Online 

re: stock tip...FSLY
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.


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
23148 posts

re: stock tip...FSLY
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


TDFreak
Florida Fan
Baton Rouge
Member since Dec 2009
3791 posts

re: stock tip...FSLY
Per LiveSquak just now

quote:

ByteDance Won't Sell Tiktok U.S. Operations To Microsoft Or Oracle - China State Tv CGTN, Citing Sources





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00
jmcwhrter
Member since Nov 2012
2518 posts

re: stock tip...FSLY
Larry Ellison is a big Trump supporter.. wouldnt be a shock at all if he just shut down the US operation


FLObserver
LSU Fan
Jacksonville
Member since Nov 2005
8259 posts
 Online 

re: stock tip...FSLY
well futures point to a higher open. Looks like what you said Cgrand is the sentiment


supadave3
LSU Fan
Baton Rouge
Member since Dec 2005
22745 posts

re: stock tip...FSLY
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?


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01
xxTIMMYxx
Member since Aug 2019
3250 posts
 Online 

re: stock tip...FSLY
Neither Microsoft nor Oracle gets to buy TikTok US: Chinese state media

https://finance.yahoo.com/news/neither-microsoft-nor-oracle-gets-070256361.html


AA7
Auburn Fan
Birmingham, AL
Member since Nov 2009
17289 posts
 Online 

re: stock tip...FSLY
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.


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
23148 posts

re: stock tip...FSLY
so far so good this morning


Auburn1968
Auburn Fan
NYC
Member since Mar 2019
2328 posts

re: stock tip...FSLY
sky rockets everywhere this morning. Makes me afraid to buy anything.


skewbs
Michigan State Fan
Houston
Member since Apr 2008
768 posts

re: stock tip...FSLY
quote:

sky rockets everywhere this morning. Makes me afraid to buy anything.


Same. Buy low, as they say.


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10
xxTIMMYxx
Member since Aug 2019
3250 posts
 Online 

re: stock tip...FSLY
Oracle should be pretty big when 5G comes along as well. Perhaps it is a good buy.


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
23148 posts

re: stock tip...FSLY
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


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
25376 posts
 Online 

re: stock tip...FSLY
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


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
23148 posts

re: stock tip...FSLY
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


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cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
23148 posts

re: stock tip...FSLY
quote:

ultimately when FSLY goes back to 115 (will happen this year)

140 by year end


LSU Tigershark
South Alabama Fan
10,000 posts
Member since Dec 2007
9961 posts

re: stock tip...FSLY
That sure would be nice


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