I want to hit a few things on my radar this morning… First things first, Apple iPhone 7 pre-order sales. I think it is safe to say that the stock’s nearly 10% gains since Monday’s …
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This morning CNBC’s David Faber spoke of the possible interest of activist investors in Twitter (TWTR), watch here: .@davidfaber : Next week on Sept. 8 there will be an important board meeting for this company …
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Twitter (TWTR), you know the drill by now. The company is not growing users, revenue growth has decelerated massively (expected to be 16% this year and 13% next), profitability on a GAAP basis remains elusive, and …
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Earlier I offered a preview of Twitter’s (TWTR) Q2 results due after the close (here). My long bias for the stock has been consistent (and wrong) since early 2015. At some points though, usually before …
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Event: Twitter will report their Q2 results tonight after the close. The options market is implying about an 11% one day post earnings move, which is a tad rich to the 4 qtr one day average move …
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Event: Facebook (FB) reports Q1 results tonight after the close. The options market is implying about an 8% one day move tomorrow (above last quarter’s 7% implied move), which is rich to the 4 qtr average …
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Dan had a detailed preview of Twitter’s Q1 earnings report (due after the bell). The main point is that we have a somewhat agnostic view of the stock into this report but a longer term …
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Event: Twitter will report their Q1 results tonight after the close. The options market is implying about an 12% one day post earnings move, which is a tad rich to the 4 qtr one day average move …
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On CNBC’s Fast Money this past week we ran a couple of segments on how traders on the desk incorporate Twitter in their daily market work flow. Here was mine from Wednesday’s show: .@RiskReversal tells …
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The financial press likes to condense potential market catalysts down to this or that is the KEY to an upcoming event. For instance here are a few headlines I have seen or heard this week: …
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