Ahhhh the Robin Hood's are trying to tempt to me... Go For 50 IN A ROW!!!!They say........ little smart asses riding my coattails...
IDEA: SHORT SALESFORCE-- UBS sees 'downtick' in partner tone ahead of Salesforce earnings 09:11 CRM UBS analyst Karl Keirstead keeps his Neutral rating and $190 price target on Salesforce ahead of its Q2 results on August 24th. While there is still plenty to like about the stock set-up, his latest round of checks with the company's partners felt incrementally worse than 3 months ago, the analyst tells investors in a research note. Keirstead added that it doesn't sound like Q2 was too challenged, but every partner flagged a weakening demand backdrop, longer sales cycles and deal down-sizing, suggesting that the macro impact on IT spending is rolling through every software sector. THEY MAY MAKE THEIR NUMBER BUT I DON'T SEE HOW THEY GUIDE WELL CRM-$190
Ralph Lauren seeing broad based strength across all regions RL $101 Ralph Lauren expects further pressure on gross margins near term 09:48 RL Cites cost inflation. Expects gross margin contraction in 1H23 and then expansion in 2H23. Sees inventory more in line with sales by end of FY23. Says continuing to gain market share.
going for 41!!!!!!!!!! I'm like a drunk Joe Dimaggio BUYING Twilio Inc. (TWLO)-! RISKY RISKY RISY - $81.50 NYSE - Nasdaq Real Time Price. 81.51-4.97(-5.75%)
Calm before the storm we shouldprobably buy here-- Shoals Technologies Group, Inc. (SHLS) NasdaqGM - NasdaqGM Real Time Price. 23.22-0.57(-2.38%) As of 02:14PM EDT.
I know what you guys are thinking a sea of red, everyone bailing on tech, what is this guy doing? I was never in the buy tech camp so let that ridiculous tech is safety play blow up. TWLO has bottomed before at $81. (Aug 5) They have already reported so that's past you-- All in all it was a very solid report. Whenever the apatite for tech does comeback TWLO will be high on everyone's shopping list.- So although this GBA move would appear very risky in this tape--I've taken a lot of the risk out of the trade-- which should get TWLO back up to $90+ where it belongs.
Haha Stoney your funny. I know you read "Call activity above normal and bullish" on The Fly regarding Twilio. Your perfect winning streak (which never was anyway) got creamed today by 3D systems and BIRD. And your ProntoLabs which VZ called as a great short at $52.... It's $44.80 3 trading days later. How come you never mention any of these? Bullish option flow detected in Twilio(TWLO) with 11,865 calls trading, 1.2x expected, and implied vol increasing over 1 point to 67.71%. Jan-23 105 calls and 8/12 weekly 80 puts are the most active options, with total volume in those strikes near 3,500 contracts. The Put/Call Ratio is 0.48. Earnings are expected on October 26th.