TechStockMarket

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TechStockMarket

TechStockMarket

@TechStockMarket

Think Long-term | High-growth + core tech | Love debates | Not Financial Advice | DMs are open Not as active anymore, just post here as a public journal :)

Katılım Haziran 2020
263 Takip Edilen4.4K Takipçiler
TechStockMarket
TechStockMarket@TechStockMarket·
I've set the price alerts on my phone. Tip for others out there: Best thing to do is relax and only check when the alerts go off. For example for $AMD, I've set two alerts: price < $74 (near bottom of sideways channel) and price > $85 (near top of sideways channel) .
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TechStockMarket
TechStockMarket@TechStockMarket·
$AMD had a fantastic ER, but has fallen back down. AMD has nice support around these levels. $ETSY I believe will blow out the analysts estimates so I'm jumping on during the dip. ETSY could drop down to 200-day EMA if ER isn't great though. We'll see how these moves play out.
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TechStockMarket
TechStockMarket@TechStockMarket·
Since I added at ~$168, the stock is down another $13. I'll be adding again today to $TDOC. I've added to $AMD and started a small short-term $ETSY position today as well. Will continue to trim other positions to fund these moves.
TechStockMarket@TechStockMarket

Significantly added to my $TDOC position today, trimmed several positions to do so. Mgmt's bullish guidance for 2021 and bullish outlook for 2022 is very encouraging. Expecting short-term pain but that's okay, would hate myself if I didn't add at these levels.

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TechStockMarket
TechStockMarket@TechStockMarket·
$TDOC DID benefit from Covid, there's no denying that. There are still execution risks via the latest mergers. There are still competition risks. But I'm okay with the RR here, and hence I added.
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TechStockMarket
TechStockMarket@TechStockMarket·
What the market hates is $TDOC's net losses. What some folks don't understand is that majority of that was due to the $LVGO merger, specifically the stock-based compensation (a one time expense).
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TechStockMarket
TechStockMarket@TechStockMarket·
Significantly added to my $TDOC position today, trimmed several positions to do so. Mgmt's bullish guidance for 2021 and bullish outlook for 2022 is very encouraging. Expecting short-term pain but that's okay, would hate myself if I didn't add at these levels.
Plant@plantmath1

$TDOC Revenue 151% year-over-year to $453.7 million Total visits increasing 56% to 3.2 million. Guidance: Second-quarter 2021 - Total revenue to be in the range of $495 million to $505 million. Full-year 2021 - Total revenue to be in the range of $1,970 million to $2,020 million.

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TechStockMarket
TechStockMarket@TechStockMarket·
@BluSuitDillon Yes like that, but need more of those. I want to see the actual effect of getting a NFL-themed game on their revenue growth, on # of developers growth, # of quality games made, etc. Time will tell.
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Dillon Valdez
Dillon Valdez@Dillon_Valdez·
@TechStockMarket You mean like adding an NFL game to their Skillz platform where the developer gets 50% of the profits and free marketing from the NFL?
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TechStockMarket
TechStockMarket@TechStockMarket·
@BluSuitDillon Bearish point for me: For sustainable high-growth, need to attract better developers to use their platform. We all know game quality is lacking, I'd like to see clear signs of improvement there before investing more. Time will tell. Model worked for $SHOP, but may not for $SKLZ.
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Dillon Valdez
Dillon Valdez@Dillon_Valdez·
@TechStockMarket There’s nothing bearish about Skillz as a company, only price action and sentiment. The short thread you shared is reaching.
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TechStockMarket
TechStockMarket@TechStockMarket·
@BluSuitDillon May have more blood in the near-term. I remember you are a $SKLZ bull. Good luck to both of us!
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TechStockMarket
TechStockMarket@TechStockMarket·
@Yaivvee It very much could be, mentioned that in my post as well. However, the reasoning behind the fall was not related to the long-term story? Valuation was absurd before, even with the low rates. Had position at ~$18 in December and sold at $28 before the run-up due to valuation.
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TechStockMarket retweetledi
Kaushik
Kaushik@WisemanCap·
$SE Goldman - View SE as a key winner in the fast-growing ASEAN/Taiwan Gaming, Ecom and Payments markets, see upside from its successful moves into LATAM/India. We see the company transforming in to global EM internet play, competing in a much larger TAM. Conviction Buy PT $330
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Will Cathcart
Will Cathcart@wcathcart·
Grateful that the Brazilian Central Bank has approved our payments license. Looking forward to launching safe, secure, and convenient digital payments on WhatsApp soon. bcb.gov.br/en/pressdetail…
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TechStockMarket
TechStockMarket@TechStockMarket·
@jonbma Honestly I was fine with the super-team of Durant-Harden-Irving before because their depth was bad compared to other contending teams... But now they have solid depth too!
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