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Twilio shares surged last week to multi-year highs, Rachel Dashiell walks through the technical levels to watch on the 1-year chart, and takes a long-look back to see where the stock's long-term resistance may be on the chart. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
At new all-time highs, the market's valuation concerns aren't going away anytime soon. But they're also not keeping big money from being committed to artificial intelligence. (00:44) Jason Moser and Asit Sharma discuss: - The S&P 500s new highs, what to make of the market's valuation and what some of the big names on The Street have to say about it. - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio. (19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders. AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep (32:30) Asit and Jason check in on their new year's resolutions and offer up two stocks on their radar: Nike and Garmin. Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Texas Instruments disappoints on guidance, Boeing (BA) continues to struggle after reporting preliminary earnings, and Twilio (TWLO) rises after boosting its guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Get the Top 10 stocks of 2025 from Seeking Alpha Limited Time offer on Trendspider - save over $1500 and get unlimited 1-1 Training for 1 year! 1. Stock Battle WINNER 2. $TWLO and Seeking Alpha's Video Hub 3. The Bob Story - BUY AND HOLD 4. Crypto BOOM 5. $TEM - Cathie Woods buys it now 6. $SMCI - buy now? 7. Josh Brown top picks 8. $CLOV 9. $VOO stats for January 10. Healthcare stock opportunity 11. Huge upgrade on tech stock 12. Energy news 13. GLP 1 stock - $ALUR 14. Growth at a Reasonable Price (GARP) 15. Utilities TRENDSPIDER SALE - best offer available - https://linktr.ee/dailystockpick Sign up at the top link (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day. Social Links and more - https://linktr.ee/dailystockpick SEEKING ALPHA BUNDLE - save over $150 SEEKING ALPHA PREMIUM - my $30 off coupon for a limited time Watch this episode on YouTube with video to see how Steve from Seeking Alpha uses the tool to navigate on picking stocks. Want to beat the S&P? Sign up for Alpha Picks here. FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com
Out of favor stocks like Sherwin Williams are hitting new highs. Is it time to look at value stocks? (0:40) - Is Value Making A Bullish Comeback? (4:00) - Tracey's Top Stock Picks For Your Watch List (25:00) - Episode Roundup: BRK.B, URI, SHOP, TWLO, ROKU, SHW, JPM, SQ, LULU
Out of favor stocks like Sherwin Williams are hitting new highs. Is it time to look at value stocks? (0:40) - Is Value Making A Bullish Comeback? (4:00) - Tracey's Top Stock Picks For Your Watch List (25:00) - Episode Roundup: BRK.B, URI, SHOP, TWLO, ROKU, SHW, JPM, SQ, LULU Podcast@Zacks.com
Instant analysis of Twilio ($TWLO) Q2 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Twilio #Earnings @Twilio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike's faulty update and the $30B shaved off the company's market cap. (00:21) Jason Moser and Matt Argersinger discuss: - The impact of the global IT outage, where it will show up financially and how Crowdstrike responded. - Why the market is down on Tesla's profitability - How Spotify's stellar run is continuing and why dividend investors might want to keep an eye on UPS. (19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space. (31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang. Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG. Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Figuring out which stocks to buy is only half of the equation. A lot of your success – and for many people, most of their poor returns – are the result of selling. This week, Jeff and Jason take a close look at selling stocks, breaking down the reasons to sell, which are good, which are bad, and how you can make better selling decisions. Companies mentioned: AAPL, ANET, AVGO, BOC, CATO, ETSY, FLGT, GE, META, MSFT, NFLX, NVDA, OM, PLUG, TSLA, TWLO, WINA ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
Are you tired of missing out on big stock market gains? The key to success is knowing when to buy stocks for maximum profit. In this video, We reveal expert strategies for timing the stock market, so you can stop guessing and start making smarter investment decisions. In this video, experienced portfolio managers Roy Mattox and Wesley Mattox reveal the secrets to identifying the best investment opportunities and maximizing your returns. We'll delve into market cycles, technical analysis, fundamental analysis, and macroeconomic trends so you can position yourself for success. Learn how to spot market turning points and make informed decisions based on proven strategies. Discover the critical indicators that signal a market bottom and the launch of a new bull run. We'll discuss the importance of understanding market cycles, identifying leading stocks, and the power of the CANSLIM investment methodology. Don't miss out on the next big wave of market gains. Let's work together to build a winning investment strategy. https://www.ifsinvest.com/ Roy Mattox, Chief Market Strategist / Portfolio Manager Wesley Mattox, Chief Technical Strategist / Portfolio Manager Follow Roy & Wesley on Twitter/X: https://twitter.com/RoyLMattox https://twitter.com/WesleyJMattox
Instant analysis of Twillio ($TWLO) Q1 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Twillio #Earnings @Twillio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
Picking great stocks is hard. But finding an "expert" who'll take your money in exchange for their best stock ideas is pretty easy. Not all of the experts are as good as they claim, and few offer a transparent record of their results. In this week's show, Jeff and Jason are joined by Simon Erickson. Simon has worked for more than a decade as an analyst and advisor for multiple stock-picking services, including 7Investing, which he founded in early 2020. Topics include Simon's background and history, how he has evolved as an investor, lessons learned over the past five years through a very tumultuous market, and founding and running a business. Companies mentioned: AAPL, AMD, BA, CRWD, CSCO, GE, INTC, MSFT, NVDA, PLTR, RKLB, SMCI, TWLO, XOM ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. *Transfer offer Terms and Conditions apply. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program. (00:21) Ron Gross and Jason Moser discuss: - Crowdstrike's eye-popping quarter and the strength of cybersecurity spend. - Target's rebound and how it might get back to growth. - The stories behind rough earnings from Foot Locker, Campbell's, and Nordstrom. (19:11) Motley Fool Money's go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023. (34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan. Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Nell Minow Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Economic data and earnings season combined for a volatile weak in the stock market. (00:21) Bill Mann and Jason Moser discuss: - The latest inflation numbers and what they mean for investors - Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk - Nvidia's disclosure of its investments and how it impacted stocks (19:11) Corrado Russo shares some thoughts on the international real estate market. (34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS Host: Ron Gross Guests: Bill Mann, Jason Moser, Corrado Russo Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
A rapid-fire, insightful look at the breaking earnings from Twilio (TWLO). It's the business story behind these earnings and some insight into the thinking of CEO Khozema Shipchandler. https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it's the business stories behind stocks on the move. The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media's platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. #Twilio #Earnings @Twilio $TWLO #Technology #Software #CloudComputing #Texting #Stocks #Trading #Business Learn more about your ad choices. Visit megaphone.fm/adchoices
Don't miss out on these sales that end soon! Specifically Alpha Picks which goes up to $499 - 13 hours left. DON'T MISS the Alpha Picks Sale - ends today - $89 today - $499 tomorrow - https://www.sahg6dtr.com/2L9M597/J8P3N/ DON'T MISS the Trendspider sale - save almost $1200 - BEST SALE OF THE YEAR - https://trendspider.com?_go=gary93 $SMCI price target of $1040. $NVDA earnings are the key next week. $MARA at $30, $ONON at $30, $TWLO earnings and how to manage your own portfolio. GET THIS SALE NOW - PRICE IS GOING UP TO $499 based on performance Alpha Picks SALE - $89 - ACT NOW - DON'T WAIT - 105% returns vs. S&P 30% returns (changes over time). Get the newsletter for FREE at dailystockpick.substack.com because there's so much more there than here. Seeking Alpha Premium and my paid newsletter have FREE 7 day trials available. TRENDSPIDER SALE - best offer available (limited time) Sign up at the top link https://linktr.ee/dailystockpick (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you the welcome letter that includes all the algorithms, watchlists and scanners that you see me use each and every day. Get $50 off a year of Seeking Alpha. https://www.sahg6dtr.com/2L9M597/R74QP/ Social Links and more - https://linktr.ee/dailystockpick FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did Get AT&T Fiber at your home - I have 1GB service https://www.att.com/referral/code/?ref=TVY-3964 NOTES All links in the FREE newsletter - http://dailystockpick.substack.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/dailystockpick/message
Twilio's Q4 2023 earnings call, unedited
Noctua News | T06 E15 | Resultados de #Microsoft #Google #AMD #Skyworks #Qorvo y #EA (Noticiario) TECNOLOGÍA: Resultados trimestrales de #Microsoft $MSFT #Google $GOOGL #AMD $AMD #Skyworks $SWKS y #Qorvo $QRVO. Noticias de Adobe $ADBE, Twilio, $TWLO, #OpenAI. Despidos en #PayPal $PYPL, #Block $SQ y #Okta $OKTA. MEDIA: #Paramount. GAMING: #EA. CIBERSEGURIDAD: Hackean de nuevo a Okta. Noctua News es una iniciativa de Andromeda Capital EAF (https://www.andromedacapitaleaf.com) que tiene como objetivo mantener informado a sus oyentes a través de una selección de las noticias más relevantes del mundo de la tecnología y las finanzas. Andromeda Capital EAF es un fondo de inversión que pueden contratar dentro de Renta4 Banco, no tiene compromiso de permanencia, y el importe mínimo es simbólico, de 10 euros.Pueden comentar estas y otras noticias a través del canal de Andromeda Capital EAF en Slack: https://t.co/NIFlSC1qv0?amp=1 Noctua News también está disponible en los siguientes canales: - Spotify: https://open.spotify.com/show/2MsYqOVZszLcG5xL2X8Z7K - Apple Podcats: https://podcasts.apple.com/es/podcast/noctua/id1459028425 - Anchor: https://anchor.fm/noctua - Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9hMGUzNjBjL3BvZGNhc3QvcnNz - iVoox: https://www.ivoox.com/podcast-noctua_sq_f1702277_1.html Pueden contactar con Andromeda Capital EAF: - por email en info@andromedacapitaleaf.com - en la página web https://www.andromedacapitaleaf.com - en redes sociales (Twitter (@andromedavalue), Instagram (@andromedavaluecapital), LinkedIn, Facebook) y en el canal de slack Presentadores: - Flavio Muñoz: LinkedIn: https://www.linkedin.com/in/flaviomunoz/ Twitter: @FlavioMunozM - Juan de Dios Gómez Gómez-Villalva: LinkedIn: https://www.linkedin.com/in/juandegomezgv Twitter: @JuandeGomezGV Colaboradores: Silvia Lanzarote Vargas
Mailbag time! Thanks to our listeners for a lot of great questions. This month's topics include whether the advice to take on more portfolio risk when you're young is "BS", our worst-performing stocks double-down candidates, how to figure out your magic number, fighting the allure of selling stocks to raise cash, and more! In the second part of the show, Jeff and Jason ponder investing legend David Gardner's "only dips buy dips" maxim. tl;dr: it depends. We're always looking for more questions for our monthly mailbag. Send them to us anytime you have them, via email or social media. Companies mentioned: AAPL, AMZN, BRK.A, BRK.B, CRWD, CURI, LMND, ME, MELI, OM, PTON, PYPL, SBUX, TWLO, VTMX ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/investingunscripted *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account ***************************************** Find the 2024 Portfolio Contest here: http://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
Twilio's co-founder and CEO steps down due to activist pressure, and Elliot Management's $1B stake in Match means changes might be coming. (00:21) Ron Gross and Emily Flippen discuss: - The latest inflation numbers and why we shouldn't bank on rate cuts yet - Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private. - Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season. (19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans. (32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings. Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP Host: Dylan Lewis Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
The money ain't flowing like it used to. What's a tech investor to do? Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss: Differences between public markets and the venture scene, How money can ruin companies, And Tesla's AI ambitions. Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA Host: Mary Long Guest: Alicia Alfiere, Tim Beyers, Tim White Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Did you buy at the pandemic highs and now your stock is in the red? What to do now. (1:30) - What Should You Do With Your Big Loser Stocks? (6:10) - Learning From Microsoft's Long Term Performance (13:30) - Strong Growth Stocks That Have Been Beaten Down: Should You Be Buying? (25:00) - Will PayPal Rebound Anytime Soon? (33:20) - Can The Pandemic Stock Winners Make A Comeback? (47:30) - Episode Roundup: MSFT, SHOP, TWLO, PYPL, PFE, PINS, MELI, NVDA
On our pre-Thanksgiving Holiday Show, we take a look at a classic income model portfolio using bonds. We also discuss the growth stock area and some Exchange Traded Funds that many on Wall Street think may be timely right now. We even throw in a unique Thanksgiving recipe!
Twilio's Q3 2023 earnings call, unedited
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: ANDREW GIOVINAZZI, THE OPTION PIT CO-HOST: HENRY SCHWARTZ, CBOE GLOBAL MARKETS ON THIS EPISODE MARK, THE ROCK LOBSTER AND THE FLOW MASTER BREAK DOWN: THE LATEST IN THE OPTIONS MARKETS MOST ACTIVE EQUITY OPTIONS TODAY INCL MARA EARNINGS VOLATILITY IN DIS, DNUT, TWLO, YETI, LYFT, STNE, TGT, WMT UNUSUAL OPTIONS ACTIVITY IN BMBL, SPR, AMBC, GEN HOW ARE YOU USING 0DTE IN YOUR TRADING WHAT'S ON OUR RADAR FOR THE REST OF THE WEEK AND WEEKEND AND MUCH MORE
$DIS and $MARA earnings were solid. Plus with the downgrade of $TSLA - is it time to short it using $TSLQ? Best thing about this Black Friday sale - There's a monthly payment offer along with a yearly offer TRENDSPIDER BLACK FRIDAY SALE - up to 82% off (limited time) Sign up at link https://trendspider.com?_go=gary93 Email me at dailystockpick3@gmail.com I'll send you the welcome letter that includes all the algorithms, watchlists and scanners that you see me use each and every day. Get $50 off a year of Seeking Alpha. https://www.sahg6dtr.com/2L9M597/R74QP/ TESLA referral -Use my referral link to buy a Tesla and get up to $500 off and 3 months of Full Self-Driving Capability. https://www.tesla.com/referral/gary82526 Social Links and more - https://linktr.ee/dailystockpick FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did - https://a.webull.com/IStte9iTQnfaDYFoCt Get AT&T Fiber at your home - I have 1GB service https://www.att.com/referral/code/?ref=TVY-3964 NOTES $QQQ - 8 days in a row now Earnings $MARA beat - only up 2% or so $DIS beat - up about 2% - not huge $TWLO beat and was up 12% $SPCE beat and popped 15% $HUBS up HUGE on earnings $ARM - first earnings report $AFRM - up 15% Magnificent 7 hits critical mass - who's left to buy? This is trimming https://x.com/grassosteve/status/1722355656223498494?s=20 $AMZN Amazon announced a new health care benefit program for Prime Members for $9 a Month (or $99 a Year) “Prime members get high-quality, convenient care from One Medical, including 24/7 on-demand virtual care nationwide and easy to schedule office visits at any of One Medical's hundreds of locations across the U.S” Big Insider buy - $XOM - $26M by a Director who also bought big in Aug $tsla downgrade $ORCL - crazy bounce back $NVDA - buy before earnings Social requests $BBY SCANS $PANW $SPOT - gap up on earnings - back filled - another MacD cross up for launch Stocks in the Core Portfolio that are a “BUY” in the 65 min algo $XLY $SMCI $RBLX $VOO $AAPL $SHOP $QCOM $AMZN $TSLA $UNH $DIS $LLY $META $BA $NVDA $FBCG $NFLX --- Send in a voice message: https://podcasters.spotify.com/pod/show/dailystockpick/message
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: ANDREW GIOVINAZZI, THE OPTION PIT CO-HOST: HENRY SCHWARTZ, CBOE GLOBAL MARKETS ON THIS EPISODE MARK, THE ROCK LOBSTER AND THE FLOW MASTER BREAK DOWN: THE LATEST IN THE OPTIONS MARKETS MOST ACTIVE EQUITY OPTIONS TODAY INCL MARA EARNINGS VOLATILITY IN DIS, DNUT, TWLO, YETI, LYFT, STNE, TGT, WMT UNUSUAL OPTIONS ACTIVITY IN BMBL, SPR, AMBC, GEN HOW ARE YOU USING 0DTE IN YOUR TRADING WHAT'S ON OUR RADAR FOR THE REST OF THE WEEK AND WEEKEND AND MUCH MORE THIS EPISODE OF THE OPTION BLOCK BROUGHT TO YOU BY tastytrade.
If you've listened, you've made money. $UBER $AMZN $DKNG and $RBLX are examples. I talk about finding confirmation when you buy and selling when you lose it here. Best thing about this Black Friday sale - There's a monthly payment offer along with a yearly offer TRENDSPIDER BLACK FRIDAY SALE - up to 82% off (limited time) Sign up at link https://trendspider.com?_go=gary93 Email me at dailystockpick3@gmail.com I'll send you the welcome letter that includes all the algorithms, watchlists and scanners that you see me use each and every day. Get $50 off a year of Seeking Alpha. https://www.sahg6dtr.com/2L9M597/R74QP/ TESLA referral -Use my referral link to buy a Tesla and get up to $500 off and 3 months of Full Self-Driving Capability. https://www.tesla.com/referral/gary82526 Social Links and more - https://linktr.ee/dailystockpick FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did - https://a.webull.com/IStte9iTQnfaDYFoCt Get AT&T Fiber at your home - I have 1GB service https://www.att.com/referral/code/?ref=TVY-3964 NOTES Jerome Powell is due to speak right before the opening bell. But he's only slated for 15 minutes of opening remarks 7 days green on spy and qqq There have been two times in the past 40 years when the S&P 500 rose for 7 straight days following a 100-day low. The first was on March 20, 2003. It marked the end of that bear market. The other was today $qqq close to 1% from all time highs Trendspider now has chatgpt …. This is huge https://trendspider.com/blog/the-all-new-gpt-conditions-powered-by-openai-and-chatgpt/ SAVVY Trader Core Portfolio was bought at the highs in June - refer to yesterday's newsletter about BOB - bookmark that article $arkk has been ripping and on the weekly it might bump over the 200 day which should continue that move - I think stop loss around $39 is a good risk reward if we are to continue the move Wall Street's top 10 growth stocks according to SA Quant Ratings Snowflake, MongoDB, Confluent get upgrades at CapitalOne after Datadog results $oscr Oscar health up 169% ytd … this is my healthcare company through the healthcare.gov exchange - they are raising rates again so the stock is soaring $dvn and $oxy earnings $DVN raised dividend by 57% from $.49 to $77 Oxy earnings Oil fell 5% and stocks didn't … $riot missed earnings - could $mara miss? $rivn earnings were still a loss but they can now sell the Amazon vans to everyone else and they are losing less per vehicle …. Plus they upped their production numbers ARTICLE Earnings on Wednesday headlined by $dis $IONQ earnings as well My targets hit this week $BA - at $200 $UBER - $50 $AMZN - $140 https://x.com/DailyStockPick3/status/1721956550623834234?s=20 Social requests $TWLO
AI Eye Podcast: Stocks discussed: (NYSE: ORCL) (NYSE: TWLO)
AI Eye Podcast: Stocks discussed: (NYSE: ORCL) (NYSE: TWLO)
AI Eye Podcast: AI Stocks in the News: (NasdaqGS: $NICE) (NYSE: $TWLO)
AI Eye Podcast: AI Stocks in the News: (NasdaqGS: $NICE) (NYSE: $TWLO)
This week we discuss Coinbase's $65 million DataDog bill, the factors that drive developer experience, and Google Bard. Plus, some tips on London Airports and the ideal airport arrival time. Watch the YouTube Live Recording of Episode 415 (https://www.youtube.com/watch?v=ysNsrYSkYsY&t=4s) Runner-up Titles Two hours before boarding $65 million is a lot of nines You can buy a lot of Nagios with that Just write the check for $65 million Boxes Inciting chaos Steady state is stopped Developers are just like the rest of us Unsummarizable AI in the Streets Rundown Datadog's $65M/year customer mystery solved (https://newsletter.pragmaticengineer.com/p/datadogs-65myear-customer-mystery) Google drops waitlist for AI chatbot Bard and announces oodles of new features (https://www.theverge.com/2023/5/10/23718066/google-bard-ai-features-waitlist-dark-mode-visual-search-io) DevEx: What Actually Drives Productivity (https://queue.acm.org/detail.cfm?id=3595878) Relevant to your Interests Google launches a GitHub Copilot competitor (https://techcrunch.com/2023/05/10/google-launches-a-github-copilot-competitor/) IBM Watson missed the AI revolution, but Watsonx could become the heartbeat of the Generative Enterprise - Horses for Sources | No Boundaries (https://www.horsesforsources.com/ibm-watsonx_051023/) It's not just cloud costs that are out of control (https://world.hey.com/dhh/it-s-not-just-cloud-costs-that-are-out-of-control-efcd098c) Microsoft just made a huge, far-from-certain bet on nuclear fusion (https://www.theverge.com/2023/5/10/23717332/microsoft-nuclear-fusion-power-plant-helion-purchase-agreement?_hsmi=257843304) Testing a new encrypted messaging app's extraordinary claims (https://crnkovic.dev/testing-converso/) Adrian Cockcroft (@adrianco@mastodon.social) (https://mastodon.social/@adrianco/110327883488321584) Goldman Sachs downgrades Twilio, other software names on 'limited catalyst' path (TWLO) (https://seekingalpha.com/news/3970029-goldman-sachs-downgrades-twilio-other-software-names-on-limited-catalyst-path) Meta announces generative AI features for advertisers (https://techcrunch.com/2023/05/11/meta-announces-generative-ai-features-for-advertisers/?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top) The .zip TLD sucks and it needs to be immediately revoked. (https://financialstatement.zip/) Netflix Reportedly Cutting Spending By $300 Million After Delay On Password Sharing Crackdown (https://www.forbes.com/sites/katherinehamilton/2023/05/12/netflix-reportedly-cutting-spending-by-300-million-after-delay-on-password-sharing-crackdown/?sh=4c6e2a1eaee2) Thank you, Enterprisers! (https://enterprisersproject.com/article/2023/5/thank-you-enterprisers) Somehow OpenSearch has succeeded (https://www.infoworld.com/article/3695576/somehow-opensearch-has-succeeded.html) Docker makes comeback with over $50M in ARR two years into restructuring (https://techcrunch.com/2022/02/01/docker-makes-comeback-reaching-over-50m-in-arr/) Calendly Welcomes Former Salesforce Product Executive Stephen Hsu as CPO (https://www.businesswire.com/news/home/20230509005168/en/Calendly-Welcomes-Former-Salesforce-Product-Executive-Stephen-Hsu-as-CPO?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top) Farewell to the Era of Cheap EC2 Spot Instances | Eric Pauley (https://pauley.me/post/2023/spot-price-trends/) The .zip TLD sucks and it needs to be immediately revoked. (https://financialstatement.zip/) The Dangers of Google's .zip TLD (https://medium.com/@bobbyrsec/the-dangers-of-googles-zip-tld-5e1e675e59a5) Conferences June 1st VMUG Belgium in Brussels (https://vmug.be/) , free. June 7th State of Kubernetes overview (https://tanzu.vmware.com/content/webinars/jun-7-emea-state-of-kubernetes-2023-solving-kubernetes-challenges?utm_source=cote&utm_campaign=devrel&utm_content=newsletter), online. June 8th to 9th PlatformCon (https://platformcon.com/), online. June 22nd to 23rd DevOpsDays Amsterdam (https://devopsdays.org/events/2023-amsterdam/welcome/), attending. June 27th to 30th FinOps X (https://x.finops.org/) San Diego, attending. August 21st to 24th SpringOne (https://springone.io/) & VMware Explore US (https://www.vmware.com/explore/us.html), in Las Vegas. Explore EU CFP is open. Sep 6th to 7th DevOpsDays Des Moines (https://devopsdays.org/events/2023-des-moines/welcome/), speaking. Sep 18th to 19th SHIFT (https://shift.infobip.com/) in Zadar, speaking. If you want your conference mentioned, let's talk media sponsorships. SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). Use the code SDT to get $20 off Coté's book, Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)! Recommendations Brandon: POLAR H9 Heart Rate Sensor (https://www.amazon.com/dp/B08411DQ96?psc=1&ref=ppx_yo2ov_dt_b_product_details) Matt: Critical Mass (https://amzn.to/42MCaMg) Sydney Half Marathon (https://runawaysydneyhalf.com.au/) Coté: Pipers Great Berwick Longhorn Beef “crisps.” (https://www.piperscrisps.com/en/great-berwick-longhorn-beef) Photo Credits Header (https://unsplash.com/photos/so9S78y64zk) Artwork (https://labs.openai.com/e/oLKoWqA6Gqx4kvjQ2wKHkgK4/rfcnCgVl74kVlDhNE4OEwHRy)
$DIS is buying Hulu to integrate it with Disney + $HOOD - tons of degenerates are trading again $RBLX got an upgrade $PACW warns again - Trade $DPST and long term invest in $SCHW I love $SONO speakers - business may bounce back What to do when a stock hits a 52 week or all time high. A look at $SPY weekly and whether we are in a bull or a bear market for a weekly perspective In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA and Reeses Peanut Butter Cups SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you'll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day. Sign up for Webull and get free stocks like I did - WEBULL LINK Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick NOTES Bob article posted on private Facebook group PPI - up .2% vs expected .3% - year over year is moving down 2.3% vs. 2.7% This is good - inflation going down - cost of goods going down So we have inflation (CPI) going down - cost of goods (PPI) going down and the debt ceiling is the only unresolved issue $dis earnings - they met with the Disney plus losing less than expected - crazy in that it was up 4% and then down 4% and just kept going around as the earnings came out Great description is the Wall Street journal headline - Heard on the Street: Disney jolted investors with record subscriber loss following a price increase at its streaming business in the second quarter—showing the trade-off between growth and profits $hood earnings - beat - up 7% - looks like gambling on options by degenerates is back - crypto trading was in line too - there are 11.8 million daily degenerate users $u - unity software beat and was up big with their guidance $bynd - smaller than expected loss and a higher guide - up 10% when announced $sonos - down big but have you heard their speakers? Crazy how good the surround sound is and very affordable compared to a high end system. $goog closed over $109 which I personally think means we are off to the races $ulta - a good look at why you trim positions at 52 week highs and buy as it goes lower if you believe it's a good stock - Roth MKM upgrades $RBLX - @GoldmanSachs downgrades $TWLO - @jpmorgan upgrades $AXON Found this tweet interesting Top 5 stocks that have minted the most millionaires: Microsoft $msft Amazon $amzn Google $goog $googl Apple $aapl Tesla $tsla $pacw - it's sinking again - they said they lost almost 10% of their deposits on may 4-5 … they say they have enough but it's not good - no other news but it should come soon to calm nerves Remember to not hold this over the weekend since it's Thursday Jamie Dimon all of a sudden wants short sellers of bank stocks in focus - doosh He also said regional banks are strong As a whole I would say if you agree - $DPST If long term - $SCHW $blade for Melissa on fb Blade Air Mobility (NASDAQ:BLDE) stock hit $2.53 on Thursday morning, setting a new 52-week low for a change of down 3.23% Fidelity has a social sentiment score of -3.1 which is listed as extremely negative Trevor on Facebook asked about $qcom - is it beaten down too much? SCANS $WFC $ETSY $BA $VOO $HAL $UPRO $SVXY $SPXL $XLU $FVRR $MARA $FSLY $WIX $LMT $CAT Vanguard ETF's $VO $VTI $VOO --- Support this podcast: https://podcasters.spotify.com/pod/show/dailystockpick/support
There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. (0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street with strong 4th-quarter revenue - Mercadolibre's enviable free cash flow - The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair (19:11) Emily and Jason continue the earnings analysis and discuss: - Warner Bros. Discovery growing subscribers and cutting costs - The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack - Their most recent stock purchases - Two stocks on their radar: Adobe and ANSYS Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Rick Engdahl
It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Record revenue for The Trade Desk - Shares of Roku popping more than 25% - The latest from Marriott, Twilio, Cisco Systems, and Zillow Group (19:11) Jason and Ron keep the earnings coverage going and discuss: - Boston Beer surprising Wall Street - Outset Medical's latest results - The state of Microsoft's bid to buy Activision Blizzard - The latest from Coca-Cola, Roblox, Chipotle, and Alphabet - Two stocks on their radar: Etsy and Paramount Resources Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU Host: Chris Hill Guests: Ron Gross, Jason Moser Engineers: Steve Broido, Rick Engdahl
Twilio (TWLO) gains after announcing workforce cuts. Jenny Horn discusses this as TWLO plans to cut 17% of its workforce. She also talks about how Meta Platforms (META) is reportedly planning further layoffs and has delayed finalizing team budgets ahead of further job cuts. Tune in to find out more about the stock market today.
For the second time in five months, Twilio announces a round of layoffs. (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super Bowl 57 (13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees. Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL Host: Chris Hill Guest: Jason Moser, Lucas Shaw Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
CEOs on the hot seat, stocks in the spotlight, and reckless predictions! (0:21) Jason Moser and Matt Argersinger discuss: - Industries and trends investors should be watching - Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat - Two stocks poised for upside - Keeping online streaming and BNPL businesses on a short leash - Not being worried about Blackstone, Home Depot, and Johnson & Johnson (19:11) Jason and Matt continue our 2023 preview with: - Potential surprises for investors - Why Live Nation and nCino could both be acquired - 1 trend and 1 stock that investors will have to be very patient with - Reckless business predictions involving crypto, Elon Musk, and Warren Buffett - Two stocks on their radar: Topgolf Callaway and Easterly Government Properties Want even more stock ideas? Get a free copy of our "5 Stocks Under $49" report by going to www.fool.com/report. Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Rick Engdahl
Liz and Jenny bring their worst performers of 2022. They look for opportunities in these products moving forward. They try to find trades in TWLO, RIVN, GM, SNAP, VZ, and RKT.
Liz and Jenny bring their worst performers of 2022. They look for opportunities in these products moving forward. They try to find trades in TWLO, RIVN, GM, SNAP, VZ, and RKT.
Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: - Questions about Autodesk's capital allocation strategy. - Nordstrom's plans for a tough retail environment. - Favorite Thanksgiving traditions! (12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years. Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN Host: Asit Sharma Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Another rough week for the stock market coincides with Amazon's exclusive start to Thursday Night Football. (0:30) Emily Flippen and Ron Gross discuss: - FedEx shares having a historically bad day amid talk of a recession - Adobe spending $20 billion for a start-up software design firm - Optimism around Starbucks after an impressive (and detailed) investor day - Twilio laying off 11% of employees - Two business leaders and their legacies (19:45) John Ourand from the Sports Business Journal discusses Amazon's investments in NFL programming, Disney's thinking about ESPN, college football playoff expansion, and story lines for the MLB playoffs. (35:30) Ron and Emily share two stocks on their radar: Union Pacific and Costco. Stocks discussed on the show: FDX, ADBE, SBUX, TWLO, AMZN, DIS, AAPL, UNP, COST Host: Chris Hill Guests: Emily Flippen, Ron Gross, John Ourand Engineer: Dan BoydGenetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about: - How CRISPR works - Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops - How investors can approach investing in gene therapies - Biotech metrics to watch. Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA Host: Ricky Mulvey Guest: Karl Theil Engineers: Tim Sparks, Dan Boyd
As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?" (0:30) Jason Moser and Emily Flippen discuss: - DocuSign's latest results, and using the company as a lens for looking at other businesses - Good news (finally!) for Asana shareholders - Rough weeks for UiPath and Bilibili - RH taking a "Tiffany-like" approach to their business (19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as: - Stocks they've been buying over the past year - Acquisitions they'd like to see - Uber's upcoming robot delivery tests in Texas and California - 2 stocks on their radar: Casey's General Stores and McCormick Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Dan Boyd
With four months left in 2022, what should investors be focusing on? (0:30) Emily Flippen and Jason Moser discuss: - Getting ready to "eat the volatility" - Why they're watching holiday shopping and the Fed's language - Meta Platforms and Lululemon need a strong end to the year - Capital allocation they want to see - 2 stocks that are still expensive (despite their recent drops) - 2 stocks looking attractive at their current price - Ideas for new consumer product innovations (19:45) Best-selling author Dan Pink shares insights from his latest book, The Power of Regret: How Looking Backward Moves Us Forward, including: - How embracing regret can improve our lives - Key lessons for investors - What Julius Caesar and Elmo can teach us about self-reflection For more about Dan and his latest book, visit http://danpink.com Stocks discussed on the show: META, LULU, ZM, CMG, CRM, OKTA, ABNB, TWLO, CHWY, PEP, COOK Host: Chris Hill Guests: Emily Flippen, Jason Moser, Dan Pink Engineer: Rick Engdahl
Finding first stage bases of market leaders can lead to life-changing results... if you handle them right. Kathy Donnelly, co-author of "The Lifecyle Trade" discusses why she's been sitting on the sidelines based on the market. She also shares what she's looking for to get the next crop of winners early in their cycle. She uses Twilio (TWLO) as a case study and current watch list ideas with Ollie's Bargain Outlet (OLLI), Toast (TOST) and Duolingo (DUOL). For the video version, visit investors.com/podcast.
The U.S. private sector has added nearly 6 million jobs in the past year. (0:30) Jason Moser and Matt Argersinger discuss: - The unemployment rate falling to 3.5% - Demand for cold beverages driving Starbucks' latest quarter - PayPal getting back to basics - MercadoLibre's blowout earnings - The latest from Cloudflare, Zillow, and Twilio (19:45) Jason and Matt analyze Amazon buying iRobot for $1.7 billion in cash, as well as: - Simon Property Group's latest results - Uber's record revenue in the 2nd quarter - eBay's surprisingly profitable business - Two stocks on their radar: Procore Technologies and Stanley Black & Decker Sign up for Stock Advisor at http://fool.com/foolfest and you'll get a complimentary digital pass to our 2-day investing conference August 29 & 30! (If you're already a Motley Fool member looking for details on the conference, go here - [http://foolfest.fool.com)]http://foolfest.fool.com) Stocks discussed on the show: SBUX, PYPL, MELI, NET, Z, ZG, TWLO, AMZN, IRBT, SPG, UBER, EBAY, CMG, HD, PCOR, SWK Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd
If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a major market for the first time in its history - The prospect of other major restaurant chains following McDonald's and closing up shop in Russia (10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages. Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
First, crypto reporter Bennett Tomlin joins to break down the the massive decline of algorithmic stablecoin Terra USD (UST) and how the Terra-Luna ecosystem works (09:00). Then we recap five tech stocks that are down at least 70% off mid-COVID peaks Coinbase, Shopify, Twilio, Zoom and Block (44:44). We briefly touch of Elon's comments about reducing permanent bans on Twitter (1:05:48). Wrap with Peloton's painful earnings (1:22:53).
First, crypto reporter Bennett Tomlin joins to break down the the massive decline of algorithmic stablecoin Terra USD (UST) and how the Terra-Luna ecosystem works (09:00). Then we recap five tech stocks that are down at least 70% off mid-COVID peaks Coinbase, Shopify, Twilio, Zoom and Block (44:44). We briefly touch of Elon's comments about reducing permanent bans on Twitter (1:05:48). Wrap with Peloton's painful earnings (1:22:53). (00:00) Jason and Molly tee up today's topics (02:54) Jason and Molly talk a little bit about bitcoin and the stock market tanking (09:00) Bennett Tomlin joins to discuss what's going on with stable coins: LUNA, Tether, etc. (14:10) Indochino - Get $50 off any purchase of $399 or more by using code TWIST at checkout https://www.indochino.com (15:17) Can you buy 60 cents of LUNA to get a dollar worth of Terra? Are algorithmic stable coins destined to collapse? (22:09) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist (23:19) Discussing LFG Reserve balance over time (31:00) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (32:11) Different types of stable coins, & how much damage will the past few weeks do to the idea of algorithmic stablecoins? (44:44) Jason and Molly on the bitcoin crash and major tech stock wipeouts (50:10) Coinbase (53:20) Shopify (57:00) Twilio (1:00:40) Zoom (1:03:11) Square (Block Inc) (1:05:48) Breaking News: Elon Musk says “I guess I would” reverse Trump Twitter ban (1:22:53 )Peloton stock down 93% from pandemic high FOLLOW Bennett: https://twitter.com/bennetttomlin FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood