iBankCoin
The first hit is always on the house.
Joined Aug 2, 2009
1,847 Blog Posts

THIS FEELS LIKE THE FINAL CAPITULATION IN $TWTR

That last upgrade into earnings was a ploy to unload shares to the mentally challenged going into a calamitous earnings event.

This move lower in $TWTR that is underway is going to mark it’s final move lower.

TWTRFATALITY
I actually think the low is already in. I don’t believe $TWTR is gunning for those lows, but I have been talking in After Hours with Option Addict about waiting for a move to take out these lows over the last few months at $16.

$15-$15.50 was the area I wanted to wait for. If that hits, I’m looking at some 2-3 month calls.

If you enjoy the content at iBankCoin, please follow us on Twitter

60 comments

  1. Dr. Fly

    The company is being managed by chimps. There is incredible value to the platform not being realized. I like this level too.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  2. kamel

    eyeing those 10 March AMZN 800’s

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  3. matt_bear

    the bird’s the word.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  4. Sean Corry

    $TWTR is like a house FOR SALE that has a “Price Reduced” sign on it. PPL drive by everyday waiting for it to drop again. 16 is fair market value – anything lower is in the “takeout” zone.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • Option Addict

      That would suggest people are shopping to buy TWTR. You think that’s true?

      • 0
      • 0
      • 0 Deem this to be "Fake News"
      • aflow90

        Fundamentals point to at least a couple dollars of TWTR’s price being acquisition speculation.

        Question is, does sentiment around the stock drop even farther and remove that premium? That would be the ideal entry

        • 0
        • 0
        • 0 Deem this to be "Fake News"
  5. James

    MSGT HARTMAN, thank you for your comment the other page!

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  6. heckler

    What’s the problem with the company? Can’t make any money? Ton’s of social value and get’s talked about everyday… TWTR is almost a utility. Not everything needs to be monetized.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • boyaj

      Everything doesn’t need to be monetized but it’s probably a good idea if you’re investment is in something that makes money. Especially something that is basically mentioned ad nauseam on television and other media outlets.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  7. matt_bear

    i think there are tons of sharks circling this one. If a bid is ever put out for TWTR, 2 more will instantly happen. The value of the company is way higher than the current market price which is just reflecting revenue and user growth. Someone will eventually put a price tag on the political and influential value.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  8. Hattery

    For those that want to build a watchlist but don’t want to look through 7000 names…

    Stocks with more than 5% short interest with more than 500 consolidation score and consolidating downward.
    There are 530 results.

    Here’s the first 400.
    http://finviz.com/screener.ashx?v=211&ft=4&t=XLNX,BOKF,FCH,ACAT,SYNA,OMI,OLED,GNVC,CDTI,CHCO,STRP,BKD,HSTM,GOOD,GPT,GNTX,LJPC,LRCX,ESEA,BGG,WHR,MAT,CBU,BOH,TOUR,NDLS,NYMT,BGI,FHN,OPGN,ARR,VRTS,HIIQ,MRNS,PBCT,SIRI,PI,FII,NVCN,FFIV,SWC,TRMK,LULU,CVBF,NYCB,DCIX,ADS,INVT,UAA,KNDI,GOV,BABY,IBP,FSLR,PRTA,CSLT,SPWR,OSK,CORR,HLS,SITE,RGEN,HOG,CUBI,MSCC,CDZI,WU,NXTD,MEOH,SBRA,CLI,AMRI,LAD,GERN,VRTV,BYD,CCP,GFF,ITEK,MBI,BLL,ALGN,MKSI,TREX,URI,TUP,HZNP,RAIL,GATX,SAIC,NAVI,CWEI,NAV,CLH,CNX,HA,RLI,FFIN,BKH,STRA,HALO,CREE,CIEN,JKS,AMC,WDR,ABAX,ARII,ETH,ANET,GMLP,SONC,NWBI,TNXP,ANW,SINO,IMGN,MACK,TPH,EDR,SGYP,NPK,UBSI,WLK,CF,CAVM,KERX,CVA,FNB,SKLN,AST,RPT,EXAS,UTHR,CERS,LHO,STAR,RCII,BWA,FPRX,FOXF,SWFT,MTH,AAL,CCOI,KRO,HOMB,FDP,HAIN,NVAX,CRTO,ALJ,ADMS,HEES,SMG,HIBB,XONE,CUR,PRXL,TSRA,MTSI,SMCI,DERM,EROS,VAR,SAH,GPI,SRPT,IART,SPR,TGLS,GRMN,XON,EPAY,CRS,ONCE,LPTH,MTCH,TEX,AMCX,DVAX,CHGG,RDUS,ORBC,OFG,GTT,DK,AKRX,RARE,TRN,SON,OMED,GEVO,OLN,EXR,CIA,DXPE,UNIS,SYN,NVTA,MDC,COR,GOGO,EDIT,WABC,GMRE,EBIX,BURL,HDSN,RMBS,SNAK,NAVB,JMEI,NNN,SPHS,WBS,NEON,SQ,AMKR,MU,USCR,MXWL,CMPR,TESO,SANW,OVAS,TISI,APPS,SYBT,IONS,OMC,NVDQ,NK,DISH,IMMR,CUB,CNK,KEYW,MNTA,ACHN,BCOR,HMNY,BNFT,WLH,DORM,AIRG,INSY,ENR,CYTK,ATI,SCON,MMYT,BETR,OCLR,GAIA,LPG,HOV,CBF,SLGN,EBS,CVI,BKS,SUM,PTCT,NURO,TITN,BBBY,AKS,CCRN,FIVE,HFC,GWR,DAKT,SAGE,MPX,REX,ACIA,BOOT,TIS,PETS,CNSL,AIRM,OKE,LXU,KPTI,KONA,CRMT,NTRI,FIT,WSM,VSLR,BKE,LEDS,CLDX,ETSY,DY,CSU,KND,PBPB,FRED,FRAN,DXCM,LNG,VRX,GCO,DRYS,WPRT,IDXG,P,CSOD,AVGR,OPK,MUX,ENOC,DPLO,CLB,URRE,CARA,PLCE,PPBI,TGTX,SEDG,CLNE,EGLT,HQCL,GSAT,DKS,FOMX,AVH,MDCA,TLYS,INAP,HLTH,BCRX,VTL,KTWO,WERN,DCTH,FRO,INO,AMPE,TNK,CTB,NPTN,URBN,NVIV,RGC,RH,KOOL,MEET,TRXC,TXMD,DGLY,MHO,FIBK,LORL,HASI,CPST,PMBC,TNDM,WNC,CENX,SPKE,ACRS,RYAM,BSPM,CONN,NWHM,VIVO,WRLD,TBPH,TTEC,ANCX,ASNA,DMRC,MCRB,AEZS,SM,SRNE,MUSA,ONVO,TGT,AI,MDXG,FTI,BZH,SRRA,CVRR,IRMD,WIN,ARLZ,CFFN,GOL,TTI,NEO,CHRS,BGFV,TOPS,AAMC,HRI

    • 2
    • 0
    • 0 Deem this to be "Fake News"
  9. heckler

    Can someone explain this to me?:

    I’ve been in LAZ and they issued a special dividend and yesterday was the ex date.

    But it’s like they just sucked a dollar out of the share price. The charts all just got adjusted. So what was $43 is now $42? If I bought at $43, the share is now only worth $42

    I’m uber confused about this. Is that how it always works?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  10. Raul3

    Blood in, blood out

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  11. Milton

    I think it’ll print low 14’s; based on A/D and OBV

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  12. Henceforth

    I will not buy shares of Twitter, at any price, because of the absurd level of stock based compensation. ‘Taliban Jack’ will not get a nickel from me.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  13. Tom

    OA, what is your target for JWN ? I am looking 49. Thanks!

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  14. Tom

    Thanks. Long way to go!

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  15. greenlander1

    shorted GLD, AMZN. still long LVS, TGT, JWN.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  16. kevvbonuss

    What’s THEBOOGER?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  17. Rosenrush

    I’m talking against my book, as I bought it around the open, as I would like to agree with your assessment – with that said, this could continue towards 12. There don’t appear to be any buyers and these idiots have no idea how to run a company.

    Maybe market forces / technical reasons cause people to buy and move it higher (I’d be happy), but until there’s a buyer or management change, it’s hard to see much upside.

    In regards to SNAP, I intend to buy puts (or possibly sell calls) immediately once they are available. I will go on record and say it will never go above the high achieved in the first week of trading.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • desiignercode

      SnapChat has the majority of the market share in the coveted (18-24) demographic. They have some of the best facial recognition software as well. Pretty sure they have a database of faces/fingerprints at this point. They’re making decent money from geo location services. Idk I actually think the IPO will surprise people.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
    • sagace

      A few of my friends being 18-25 are talking about buying Snapchat on the IPO day to get really rich really fast and payoff their student loans. I think that means it’s a successful IPO by design and would go up on the opening if the ?market? doesn’t break.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  18. aflow90

    I added a little long exposure today but this market feels precarious, to say the least. The turd indicators are going off, TLT barely down, IWM failing to break out with any real conviction….

    My calls will expire next week and I’ll be left with mostly short exposure. I don’t feel badly about that.

    Anyone else feel this way?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • kamel

      If everything but the Russel has been breaking out, then I would be worried that if the other indices pull back, then the newly free capital would flow into the Russell and the Russell would break out….

      • 0
      • 0
      • 0 Deem this to be "Fake News"
      • aflow90

        Russell usually leads the breakout though. Selling SPX to buy IWM would be indicative of an early stage risk-on trade, and I think we’re far passed that point.

        You may end up being correct, however. You could apply that same logic to argue against OAs AMZN trade, but betting against him is not a great idea, lol.

        • 0
        • 0
        • 0 Deem this to be "Fake News"
        • kamel

          if money is flowing to where it hasn’t, then why would either have to be incorrect? Russell has been flagging for almost two months after a 10% move – if it is at a point for another leg, this would be it – money would have to come off the sidelines or from other investments

          For AMZN, if everyone is in it because it was THE trade and now they are searching for more reward, then money can flow out of there quickly. Remember AAPL back in 2012/2013? The stock dropped by 40% – it wasn’t that it was a bad company, it was severely overowned and money flowed out to chase better prospects. Stock price and company quality are not directly correlated, which is something I had to come to terms with

          • 0
          • 0
          • 0 Deem this to be "Fake News"
          • aflow90

            I’m not saying you’re correct or incorrect, just offering an alternative perspective. I’m a big believer that in trading, saying “this time will be different” is the silliest stance once can take. To me, the historical patterns in IWM suggest downside ahead, not upside.

            For AMZN, I think you missed my meaning. I was applying your logic regarding IWM and the indices – you could argue that any weakness in the other FANG names should flow to AMZN since it hasn’t broken out yet. That would blow up the short.

            • 0
            • 0
            • 0 Deem this to be "Fake News"
          • kamel

            I am enjoying the discussion, this is my opinion and I am interested to see how this plays out

            And totally understand your points – I thought IWM would have broken out by now and keep looking at it to do something – I am leaning towards higher, but your conviction on your short is commendable

            AMZN is something that we will have to see. There was quite a bit of action on AMZN in the puts, ..3Mar puts had some decent numbers of contracts moving

            • 0
            • 0
            • 0 Deem this to be "Fake News"
  19. kamel

    So do I need to retract my BIDU rant, or just remember that feeling so that I can remember that those are buy points….

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  20. formergeek

    Uh oh $PLUG up over 30%

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  21. thehouse

    This board is getting chatty….

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  22. thehouse

    When will TWTR finally focus solely on being a real time search engine? Fucking morons running that show. Free Cash Flow is solid though.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  23. rc

    This post is full of win.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  24. jonnybegood2

    did you cover your 820 AMZN short, or still riding? and if covered, looking again near 830? like standing in front of a freight train, but for some reason i like 830.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  25. traderconfessions

    For those who like to follow investor confidence info..

    http://som.yale.edu/faculty-research/centers-initiatives/international-center-for-finance/data/stock-market-confidence-indices/stock-market-confidence-indices

    Institutional confidence is at a record high level..

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  26. kamel

    I have forgotten what it is like to be in a stock that has a high valuation – 1% is a more points, but still 1%

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • zephler

      true – it’s up about 2% from where I bought puts – still like the idea – feel like I am speculating on more of a black Swan event at this point – lol

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  27. zephler

    I take it the H&S pattern on $AMZN is invalidated now? I suppose the sentiment is a put holders only hope now…

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  28. cascadia

    Am I off-base thinking that the ARCH buy will be followed by some NatGas plays?
    Got long SWN today.

    • 0
    • 0
    • 0 Deem this to be "Fake News"