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Off-Topic Stock Market & Crypto Discussion

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Bird4um said:
you think this is a long term play? lots of negative tik tok talk
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Tik tok was 10-12% of Fastlys revenue. I bought some friday @ 77$ and set a stop loss at 74$. It could retrace to the 51$ level worst case but i expect a nice bounce short term. I really like them long term and i'll be happy to buy again at 50$ if it makes it there.
 
Could be closer to 15% - with about 1/2 of that being revenue from the US and the balance in other countries.

CFLCane said:
Tik tok was 10-12% of Fastlys revenue. I bought some friday @ 77$ and set a stop loss at 74$. It could retrace to the 51$ level worst case but i expect a nice bounce short term. I really like them long term and i'll be happy to buy again at 50$ if it makes it there.
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Cord Cutting Seems Disastrous for TV Advertising​

Typically, the disruption of entrenched technologies follows a pattern: slowly, then all at once. In our view, linear TV has hit the ‘all at once’ tipping point. Since peaking in 2011 at 103 million, the number of linear TV households in the US has slipped by 2.1% on average per year, a decline that probably accelerated this year in the absence of live sports. Recently, television advertisers have been disappointed by the dearth of viewers as Major League Baseball (MLB) and the National Basketball Association (NBA) returned to the airwaves. According to Roku’s annual cord-cutting survey, only 17% of recent cord cutters plan to re-subscribe to linear TV when live sports resume in force. Indeed, according to our research, during the next five years the number of US linear TV households will drop approximately 48%, from 86 million today to roughly 44 million in 2025.



If users cut the cord at the rate we anticipate, the $70 billion-dollar US TV ad market could collapse, shifting dollars to more efficient digital platforms. This week, Roku and The Trade Desk reported strong growth in their connected TV ad businesses, while most linear TV players like ViacomCBS posted double-digit declines. In other words, linear TV advertising seems to have hit the tipping point, with no return.

Could this be the end of ridiculous pro salaries?
 
Draftkings earnings this week. With CFB getting cancelled this week and what im sure will a **** earnings report it could be a decent opp to pickup to DKNG at a discount. Loomimg NFL cancellations though definitely a future risk to this trade.
 
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Cribby said:
4.00

I got on srne at high 7’s
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Lots of people talk. Very few do.
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GladeCane said:
Tell me why anyone would invest in a cruise line company? Mountains of debt for years and corona still out there. Even when there is a vaccine there won't be enough PAX volume to sustain profitability.
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The ones thst survive wont have much competition. The anaylyst will just price in 30 years forward earningsq
 
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GladeCane said:
Anything in your crystal ball telling you to sell?
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dodaniels said:
A correction on the horizon?
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My blue chips and the market (Dow went over 28,100 and S&P hit $3,381 this am!) were just getting a little rich IMO and I feel its ready for a rotation away from tech/growth and into value for a while. My equities/options portfolio was up over 5% yesterday and over 4% this am, what a run. Timing looks good since it started selling off around 2pm, but tomorrow and the next day may show me to have been very wrong. We will see. I'm content with my decisions either way.

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I sold around S&P 3375. I did really well and am not looking to get greedy, and I didn't unload everything in some sort of panic. I just took a nice slice off the table. I'll jump in hard again on the pull back. The world is upside down right now economically and I saw enough profit to de-risk for a bit.

I Sold all or some of my BA, IRM, AAPL, JPM, MSFT, TXJ, AAL JAN '21 $18 calls, DAL JAN '21 $35 calls, and JPM JAN '21 $105 calls.

Today I bought more GH, more LPTX, and opened a position by selling FNV $135 AUG 20' puts (this is shorting a put, which is a bullish play).

I also bought CIT GROUP bonds and more ENERGY TRANSFER bonds. Also did not even THINK of selling VFF or CYCN (@Cribby CYCN was up another 9% today $5.33!). Also looking for a few more points out of GS and holding all my big DIV stuff.

If you are interested in any specifics or prices feel free to ask.
 
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