OnFireResearch

Why do people think recession is such a bad thing? It use to happen more frequently back in day before the Fed decided to backstop everything. We haven’t had a recession since 2008…that’s an awful long time.

@TedHZhang Volume would not suggest a VCP base

What chart? Super nice VCP base This is a trick question.

@aryanXmahajan Sales

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@robsam1023 @LisPower1

@RaoulGMI Max pain is when Raoul is wrong on his liquidity and crypto cycle thesis... mkt humbles us all

This feels a lot like Dec 2018 for those that were around. Powell signaled a pivot. I think we get the same, plus a trade resolution with China. Risk in stocks feels like 10% downside max vs 15% upside in 2 weeks, and 25% upside in a month or two, and much more in 6 months...

@noahcamras 🔥

@karenmitchell__ I'm seeing mostly support. Are you sure you are not seeing thru a narrow lens...perhaps with a victim mentality? I ask this respectfully.

Hey everyone. I am reaching out for support. 😔 I have been chatting on here, respectfully and happily. Yesterday I tweeted that there are many narcissists/psychopaths/predators in the psychiatric and psychology community based on my PhD research. The responses from mental health professionals have been nothing short of abusive. I feel judged, character-assassinated, misunderstood, humiliated, disrespected. I feel physically sick. I am stunned at the maliciousness and demeaning nature of the group bullying from mental health professionals. I am really, really distressed. Have a look at all the retweet comments on the post below. For any psychiatrists and psychologists who might like to actually read my work before further attacking me, here is a link… #page145" target="_blank" rel="nofollow noopener">researchbank.swinburne.edu.au/file/15436c0d-…

@RyanDetrick To be fair you were bullish all LY when mkt clearly was still in a downtrend. It's easy being armchair QBs and declaring victory months later.

In honor of more highs across the board. The negativity for being bullish was quite telling how much this thing could rally. Unwinds can be powerful, even in Quad 4.

@RoyLMattox Might I ask when is the Summit and will it be available online?

Wes and I are thrilled about being invited to Trader Lion's 2023 Summit. We are going to focus and talk about the Windows of Opportunity to Compound Wealth in Brief periods of time over the past 35 -40 years. It will be most informative for the investors who last the next 10-20 years. Ha ha. Don't miss this!

@TAYVAY_ Flow

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@BigBullCap Gtg look

$DDOG MS Does Guidance Position Datadog For Success Later This Year? Weakening usage trends in the back half of December were unable to derail Q4 growth which came in better than expected at +44% YoY, but was the key factor in a weaker than expected revenue outlook. After growing +63% YoY 2022, the initial guide looks for revenue growth to decelerate to +24-25% – below consensus expectations look for +33% growth. Similar to previous comments by management on usage trends throughout 2H22, management called out optimization efforts to control costs among larger spending customers , particularly among consumer discretionary customers as the source of incremental weakness. While the magnitude of the implied deceleration in the FY23 outlook is a cause for concern, we note that the outlook assumes that the weaker usage trends in the back half of December persist for the full year. While we do not believe trends have improved in early 2023 (nor have they deteriorated further), we think guidance could prove conservative if customer optimization initiatives come to an end by mid-year, as that represents a time where YoY compares started to get materially easier as the first cracks in growth began to appear in April of last year. As a result of lower than expected revenue outlook, management forecasts an operating margin of ~15% for 2023 down from ~19% in 2022. We note that heading into 2022, the company initially guided margins to 11% and was able to beat the initial outlook significantly. Overall, it is clear to us that similar to the hyperscalers, Datadog is caught up on the cross-hairs of cloud cost optimization efforts which suggests YoY growth will continue to slow near-term. However, we think duration of these cloud optimizations initiatives should prove to be relatively short, setting the company up for a period of accelerating growth and profitability from 2H23 levels given evidence of continued new customer momentum and growing success in consolidating monitoring spend among its larger customers – keeping us OW with shares trading at ~10x CY24 sales (0.37x growth-adjusted) for 30%+ revenue growth and 20%+ FCF margin profile over the next three years.

$DDOG PT Lowered to $123 at MoffettNathanson

@trentkelp God why does O'Hare aka Degen have to interrupt every single speaker! Someone shut him up already.

@GrantCardone Before you buy into her story telling. Do some DD on her holdings and importantly her history as PM. All LY she was buying high and dumping low (PTON, BNR, etc) . It's full of co. w/ little positive cash flow much less revenue. She preys on retail ignorance. #BuyerBeware

@RamezTheK3 @Markzandi You just answered both questions. Record printing of USD in such short duration is largely responsible for record boom in asset prices and now inflation. So yes the Fed is and should be held responsible for both.

@Markzandi Was the Fed “responsible” for the economic “boom” we’ve had for printing $8T and keep rates zero for too long? Now all of a sudden they’ll be “responsible” for a recession??

The Fed meets this week, and while it will increase rates again, this time by a quarter point, it should also signal this may be the last rate hike for a while. That is, the Fed should pause its rates hikes to gauge whether its aggressive hikes of the past year are working.

@sameersid @markminervini @LeifSoreide @MarkRitchie_II @SSalim0002 @RyanPierpont @1charts6 @RichardMoglen Sam, congrats on your achievement in what was an incredibly tough year! Could you share what setups you found most success in? Were you finding more success on the long or short side?

Incredibly humbled to have won the 2022 USIC in the million dollar+ category. I want to thank people who have helped me through this journey (knowingly or unknowingly :)) @markminervini @LeifSoreide @MarkRitchie_II @SSalim0002 @RyanPierpont @1charts6 @RichardMoglen and many more

@Piperhar989811 I don't have v

$DRIO *ALL THESE LEVELS POSTED AHEAD OF TIME BEFORE THE MARKET OPENED .. discord.gg/WqqQf3ywBv

@AlfromBoston617 @AlderLaneEggs @TaraBull808 It goes something like this... $AMC $APE @CEOAdam