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Big Growth vs. Value unwind in tech going on
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$UBER - +ve Initiation by Sheridan at UBS - $56 PT. Could it be beneficiary of coronavirus too - less people wanting to take public transport?pic.twitter.com/yWTf3sNu3D
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Going through tech charts tonight. A couple great ones but near term they look over bought. A lot less good ones - some crossing below their 20MA, and a good number following through with 2-4 days down in a row. Think a pullback is imminent.
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Let's see how it acts today. A green close would get me more constructive heading into Jan. If it doesn't bounce back, have to think if it changes narrative of Q4 beat.
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Although I definitely used to be one of those shoot first, ask questions later type guys with this type of data, but i was always the idiot selling at near the bottom.
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$nflx Not sure why people listen to 7park data in a quarter that is heavily back end loaded, especially this one with one of most hyped shows (Witcher) being released on dec 20. They were calling for int’l miss last q and were wrong.
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Any o e hear why
$nflx dn AH?Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$nflx selling off on this bgr article that extrapolates discounts in India to other countries, but that makes no sense. NFLX and others in India have been offering discounts there for a while.https://bgr.com/2019/12/11/netflix-price-increase-2019-could-be-offset-by-cheaper-plans/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$NFLX Witcher trailer (coming out on the 20th) has been watched 21M times with 10 days to go. Stranger Things s3 trailer has been watched 35M times (came out last summer). If Witcher is even half of ST, will be big hit and help Q4 subs. I think will surprise people end of Dec.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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$COUP dn 4% here, getting hit w rest of swPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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DRAM prices now accelerating to the up. Watch
$MU breakoutPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Going through tech charts this morning, the breadth of them don't look great with qqq's near highs. A lot of negative RSI divergence on the ones making highs as well.
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Piper out with +ve note on
$NFLX: his search index and youtube views analysis shows subscriber upside for domestic and international subs for Q4 . 6% vs 4.8% domestic consensus; 30.9% vs 20.9% international consensus.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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