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re: Stocks on your watch list

Posted on 8/4/21 at 3:14 pm to
Posted by cgrand
HAMMOND
Member since Oct 2009
48690 posts
Posted on 8/4/21 at 3:14 pm to
quote:

During the second quarter, we also managed through a significant outage that impacted our Q2 results and will have an impact on our Q3 and full year outlook. We have a couple of customers, one of them being a top 10 customer, that have yet to return their traffic to the platform. We also had several customers delay the launch of certain projects, which delayed the timing of traffic coming onto our platform.
Posted by skewbs
Member since Apr 2008
2212 posts
Posted on 8/4/21 at 3:15 pm to
And.... we're in the mid 30's.
Posted by jangalang
Member since Dec 2014
52864 posts
Posted on 8/4/21 at 3:31 pm to
quote:

Bought my crash puts. Ready for FSLY earnings.

No matter what either the shares or the puts are about to go


Shares are gone. I’ll buy in the twenties assuming a new CEO is onboard. Get it the frick together
This post was edited on 8/4/21 at 3:32 pm
Posted by cgrand
HAMMOND
Member since Oct 2009
48690 posts
Posted on 8/4/21 at 3:33 pm to
yes i'm out.
unbelievable mismanagement

will consider a buyback after the CEO is replaced
Posted by Swagga
504
Member since Dec 2009
19203 posts
Posted on 8/4/21 at 3:34 pm to
Can you or anyone elaborate on what happened with FSLY? I don’t own any but it’s been something I’ve seen mentioned a lot here.
Posted by skewbs
Member since Apr 2008
2212 posts
Posted on 8/4/21 at 3:38 pm to
quote:

will consider a buyback after the CEO is replaced


Holding and hoping for a buyout. LOL. I'm not ready to take a loss yet but I'm also going to cringe looking at this stock in my portfolio for the next XX months in a row
This post was edited on 8/4/21 at 3:39 pm
Posted by cgrand
HAMMOND
Member since Oct 2009
48690 posts
Posted on 8/4/21 at 3:41 pm to
not selling at the close cost me $10/share...
(times a lot of shares)

frick
Posted by skewbs
Member since Apr 2008
2212 posts
Posted on 8/4/21 at 3:56 pm to
quote:

not selling at the close cost me $10/share...


I'm not losing money if I don't sell, right?
Posted by NoMercy
Member since Feb 2007
4755 posts
Posted on 8/4/21 at 4:00 pm to
Man sympathies for you baws in here.

I made money on some of these picks over the past year but have been out since March except for just getting back in PINS here after the sell off.

This is a bloodbath for the big group of the favorites in here over the last week. FSLY ROKU ETSY PINS TDOC.

SE and SQ trying to keep the fort down but SQ earnings still to come tomorrow. Not sure when SE earnings are.

This is a crazy market that you just cannot hold pat on these growth stocks. Holding pat in this markets is for FAANG and ETFs/mutual funds. The market has become similar to crypto.
Posted by STLhog
Dallas, TX
Member since Jan 2015
19444 posts
Posted on 8/4/21 at 4:01 pm to
Wait so ROKU posts a huge beat on earnings and drops 40 bucks after hours? Classic

Also had a stop loss at 410, interested in seeing how that shakes out with it closing at 420 on the day.

Was able to cancel and bought more at 383. I like this action.
This post was edited on 8/5/21 at 7:25 am
Posted by NoMercy
Member since Feb 2007
4755 posts
Posted on 8/4/21 at 4:03 pm to
It will just fill at the open price tomorrow unless you did a stop limit that told it not to sell under a certain price.
Posted by jangalang
Member since Dec 2014
52864 posts
Posted on 8/4/21 at 4:07 pm to

“Not a loss until you sell”
Posted by cgrand
HAMMOND
Member since Oct 2009
48690 posts
Posted on 8/4/21 at 4:15 pm to
quote:

SE and SQ trying to keep the fort down but SQ earnings still to come tomorrow.

SQ reported early on sunday
SE reports on 8/16

Posted by cgrand
HAMMOND
Member since Oct 2009
48690 posts
Posted on 8/4/21 at 4:43 pm to
rolled FSLY proceeds into DOCN. stop at 56.
earnings before the bell

frick it
Posted by jerryc436
Franklin
Member since Jan 2014
611 posts
Posted on 8/4/21 at 4:46 pm to
I have been selling some losers and buying some DOCN. May double down tomorrow.
Posted by Swagga
504
Member since Dec 2009
19203 posts
Posted on 8/4/21 at 5:00 pm to
With the way earnings have been going I’m pretty nervous for DOCN. Seems to be a bunch of us in here on that one.

I’ve rolled a decent bit into that, but I’m very confident in which scares me
Posted by cgrand
HAMMOND
Member since Oct 2009
48690 posts
Posted on 8/4/21 at 8:19 pm to
let’s recap a shitty day

ROKU crushed it. Ignore the price and look at the report. Revenues and profit soaring and ROKUs position as the OS for streaming TV is growing faster than the overall streaming market (in the US). ROKU is a buy and this dip is a gift

FSLY blew it. Get out

NVTA surprised everyone. At 31-32 it is compelling.

PINS showed strength, thesis intact.

All of these COVID winners are going to show weakness compared to 2020 quarters. 2020 was an anomaly. Do your research and invest your conviction
Posted by MrJimBeam
Member since Apr 2009
13070 posts
Posted on 8/4/21 at 8:34 pm to
I’m seriously considering dumping a lot into roku with this dip. Feels like this and SQ will continue to moon for years.
Posted by NoMercy
Member since Feb 2007
4755 posts
Posted on 8/4/21 at 9:04 pm to
Yea I think some of these just have grow into the valuations that 2020 created now. 2020 gave them stupid outlier growth that made people concern they may miss out on a acceleration into the future while now they will mostly return to more normal healthy growth. If not for the forward drag in price by 2020 you’d be enjoying watching it grow at a normal rate. Now it will have to sputter for a while to grow into that valuation.

I feel this is definitely the case for ROKU. PINS I can see having a few more hiccups but if Twitter can be seen as so great this far in then it’s in good shape.

SQ is a monster. I hate Jack Dorsey but he has this thing going and is being aggressive and on the leading edge in the future of finance along with all the crypto stuff that I believe in some form is a future of money as money evolves to its next phase. I was really hoping for a SQ dip on earnings to get back in but that acquisition this week destroyed that.

Posted by cgrand
HAMMOND
Member since Oct 2009
48690 posts
Posted on 8/5/21 at 7:27 am to
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