VAN I PEELED AWAY AMTX AT $8.50 on your advice.
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GBA Presents: RADIO SAVANT-!
- Thread starter stonedinvestor
- Start date
AMTX I'd like to come back in next week at $7.90--$8.10 //
If you see any weird options let me know....
If you see any weird options let me know....
AirBnB--> $120 
Who knows?
11,987 LONG QQQ"S (again)
SELL DEM' QQQ'S
Folks this is why you don't pay me- to make the big calls. I think we sell now.
I don't see much of a move coming after 2:00. I could be wROng and if I am the Lizard King will swoop in but lets take this $$$$$$ and be thankful. ~stoney
NASDAQ Composite (^IXIC)
Nasdaq GIDS - Nasdaq GIDS Real Time Price.
12,151.52+20.39 (+0.17%)<----------------
As of 01:14PM EDT. Market open.
Ok Totally the topic of your next Ted Talk! WHO KNOWS. I can book that all day long Ted!
Big venues.
There is a buyers strike going on with Tech and HF's./
There is a feeling that the buy the dip crowd must be punished. Must not be rewarded.
The market smiles on the honest. The market sees the future. there is no recession.
Interesting the amount of weird put strikes on select Oil. The Euro Ban got extra premium, will China push OG up?
Actually my morning conversation to the HF was me asking them to create a short oil play that went out to Sept. I'm not sure that would be Put strikes perhaps long dated futures.
Where there is smoke there is fire Dept-
We keep running across Trade Desk. It pops up frequently.
Jefferies downgrades ad-tech PubMatic; sees upside for Trade Desk, IAS
May 31, 2022 1:26 PM ETPubMatic, Inc. (PUBM), TTD, IAS
Jefferies has downgraded advertising technology firm PubMatic (NASDAQ:PUBM) to Hold from Buy, in more fallout from the macroeconomic-worry storm set off by Snap's stock-crushing warning on guidance.
Macro indicators are "deteriorating at a faster pace," analyst Brent Thill says, with more cautious spending patterns as the upshot (and getting worse as an economic slowdown deepens).
While that pain will be widespread, hitting big spaces like e-commerce: "For businesses, one of the first things to get cut is advertising spend, which can happen very quickly," Thill says.
For PubMatic (PUBM), that means risk in reaching its 2022 guidance for 25% revenue growth. Jefferies' $23 price target now implies 14% upside, after PubMatic's 3.5% drop Tuesday.
Meanwhile, attendance at the Programmatic I/O conference gives Thill more confidence for another pair of names in the space. The Trade Desk (NASDAQ:TTD) is set to become even more dominant in the ad-tech ecosystem, he says.
"One industry participant said that TTD is no longer the 'David' fighting against 'Goliath' (i.e. Google), as its influence over the ad tech supply chain continues to grow," Thill says.
The Trade Desk should also benefit from increased retail media adoption, he says, noting that major retailers like Walmart and consumer-facing platforms like DoorDash and Instacart have a "massive" opportunity to monetize first-party customer data - actually accelerated by the depreciation of device IDs as the retailers don't need cookies for measurement. "We believe TTD will benefit from this move given their recent partnership with WMT will help CPG advertisers reach consumers across the Open Web."
GBA UPGRADE: TTD TRADE DESK - TO MONITOR CLOSELY!
We keep running across Trade Desk. It pops up frequently.
Jefferies downgrades ad-tech PubMatic; sees upside for Trade Desk, IAS
May 31, 2022 1:26 PM ETPubMatic, Inc. (PUBM), TTD, IAS
Jefferies has downgraded advertising technology firm PubMatic (NASDAQ:PUBM) to Hold from Buy, in more fallout from the macroeconomic-worry storm set off by Snap's stock-crushing warning on guidance.
Macro indicators are "deteriorating at a faster pace," analyst Brent Thill says, with more cautious spending patterns as the upshot (and getting worse as an economic slowdown deepens).
While that pain will be widespread, hitting big spaces like e-commerce: "For businesses, one of the first things to get cut is advertising spend, which can happen very quickly," Thill says.
For PubMatic (PUBM), that means risk in reaching its 2022 guidance for 25% revenue growth. Jefferies' $23 price target now implies 14% upside, after PubMatic's 3.5% drop Tuesday.
Meanwhile, attendance at the Programmatic I/O conference gives Thill more confidence for another pair of names in the space. The Trade Desk (NASDAQ:TTD) is set to become even more dominant in the ad-tech ecosystem, he says.
"One industry participant said that TTD is no longer the 'David' fighting against 'Goliath' (i.e. Google), as its influence over the ad tech supply chain continues to grow," Thill says.
The Trade Desk should also benefit from increased retail media adoption, he says, noting that major retailers like Walmart and consumer-facing platforms like DoorDash and Instacart have a "massive" opportunity to monetize first-party customer data - actually accelerated by the depreciation of device IDs as the retailers don't need cookies for measurement. "We believe TTD will benefit from this move given their recent partnership with WMT will help CPG advertisers reach consumers across the Open Web."
GBA UPGRADE: TTD TRADE DESK - TO MONITOR CLOSELY!
TTD had an $80---$60 channel which it violated.