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re: Stocks on your watch list
Posted on 8/4/21 at 3:14 pm to skewbs
Posted on 8/4/21 at 3:14 pm to skewbs
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 on 8/4/21 at 3:15 pm to cgrand
And.... we're in the mid 30's.
Posted on 8/4/21 at 3:31 pm to jangalang
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 on 8/4/21 at 3:33 pm to jangalang
yes i'm out.
unbelievable mismanagement
will consider a buyback after the CEO is replaced
unbelievable mismanagement
will consider a buyback after the CEO is replaced
Posted on 8/4/21 at 3:34 pm to cgrand
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 on 8/4/21 at 3:38 pm to cgrand
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 on 8/4/21 at 3:41 pm to skewbs
not selling at the close cost me $10/share...
(times a lot of shares)
frick
(times a lot of shares)
frick
Posted on 8/4/21 at 3:56 pm to cgrand
quote:
not selling at the close cost me $10/share...
I'm not losing money if I don't sell, right?
Posted on 8/4/21 at 4:00 pm to cgrand
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.
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 on 8/4/21 at 4:01 pm to skewbs
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.
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 on 8/4/21 at 4:03 pm to STLhog
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 on 8/4/21 at 4:15 pm to NoMercy
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 on 8/4/21 at 4:43 pm to cgrand
rolled FSLY proceeds into DOCN. stop at 56.
earnings before the bell
frick it
earnings before the bell
frick it
Posted on 8/4/21 at 4:46 pm to cgrand
I have been selling some losers and buying some DOCN. May double down tomorrow.
Posted on 8/4/21 at 5:00 pm to jerryc436
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
I’ve rolled a decent bit into that, but I’m very confident in which scares me
Posted on 8/4/21 at 8:19 pm to Swagga
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
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 on 8/4/21 at 8:34 pm to cgrand
I’m seriously considering dumping a lot into roku with this dip. Feels like this and SQ will continue to moon for years.
Posted on 8/4/21 at 9:04 pm to MrJimBeam
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.
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.
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