GBA Presents: THE GREEN MARKET

C3.ai down 7% after Spruce Point makes short call, sees 40%-50% downside 09:28 AI, BKR Shares of C3.ai (AI) are falling in pre-market trading after Spruce Point Capital issued a report entitled "Real Intelligence: Sell C3.ai" that outlines why the short-selling firm believes shares face "up to 40% to 50% downside risk" to $12.85-$15.40 per share. The firm sees risk from concentration as Baker Hughes (BKR) is C3.ai's largest customer and accounts for over 30% of sales, while also stating that it has found "a pattern of exaggeration and irreconcilable statements" form C3.ai regarding its "customers, technology development cost, total addressable market size, pace of market growth, market share, alliances and sales cycle to close deals." Spruce Point also contends that investor expectations for revenues at C3.ai are "too high given significant salesforce turnover" and a recent restructuring.
 
Google changes to make Digital Turbine access 'more valuable,' says Oppenheimer 10:14 APPS, GOOG, GOOGL After The Wall Street Journal said Google (GOOGL) plans to adopt new privacy changes to curtail tracking across apps on Android phones, Oppenheimer analyst Timothy Horan said the "initial reaction is gut-wrenching caution for all adtech names." However, he notes that the report said Google will wait "at least the next two years" and he argues that these reported changes "will only further bifurcate the sector into the haves and have-nots." Digitial Turbine (APPS) is "firmly in the winning category" as its unique access on 1.6B smartphones' firmware/software will become more valuable and hasten the urgency for larger impacted players to tap into Digitial Turbine's "superior proprietary" data and products, said Horan, who echoes his prior view that the company appears to be a beneficiary to the pressures facing some other ad companies. Horan keeps an Outperform rating and $117 price target on Digitial Turbine shares, which are down $8.31, or 15%, to $47.30 in morning trading.

ADDING MORE APPS
 
INTERESTING PRICE ACTION HERE I AM INCLINED TO BUY THIS NAME.

F5, Inc. (FFIV)- UP BIG YEST YOU WOULD OF THOUGHT DOWN BIG TODAY... BIT OF A TELL....
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
200.67-0.98 (-0.49%)
As of 11:51AM EST. Market open.
 
ANOTHER STOCK THAT LOOKS REALLY STABLE HERE IS ITRON

ITRI-- THIS HAS BEEN $56-$58 FOR A WHILE EVEN AS THE MARKET PLUNGES....

Itron, Inc. (ITRI)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
56.59-0.87 (-1.51%)
As of 11:57AM EST.
 
stonedinvestor said:
Disney introduces Storyliving by Disney, to develop residential communities 11:03 DIS Heather Hunter, Public Relations Director for Disney Signature Experiences, said in a blog post that "As more fans look for new ways to make Disney a bigger part of their lives, today we are announcing plans to introduce Storyliving by Disney, vibrant new neighborhoods that are infused with our special brand of magic. Each community will feature distinctively designed spaces, unique amenities and Disney's brand of world-renowned service. These master-planned, new home communities are intended to inspire residents to foster new friendships, pursue their interests and write the next exciting chapter in their lives -all while enjoying the attention to detail and special touches that are Disney hallmarks. And where will the first one be? None other than a place that has known the footsteps of Walt Disney himself! Cotino, a Storyliving by Disney community, will be built in the heart of the Coachella Valley in Rancho Mirage, Calif.
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Know who else is doing a version of that? ===> RH


stonedinvestor said:
ANOTHER STOCK THAT LOOKS REALLY STABLE HERE IS ITRON

ITRI-- THIS HAS BEEN $56-$58 FOR A WHILE EVEN AS THE MARKET PLUNGES....

Itron, Inc. (ITRI)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
56.59-0.87 (-1.51%)
As of 11:57AM EST.
More...

The savant wrote this and it was like $68:
vanzandt said:
I'll look at Itron, I owned it off and years ago. It could never get out of its channel it seemed. I thought there was no way it wasn't going to the moon, the first and biggest in the smart utility meter biz, and the damn thing channeled forever. Got sick of it.

.
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People say "Van... what's it like being right 80% of the time on stocks?"
I say "That's why Stoney can buy $2100 boots for Mrs Stoney."

stonedinvestor said:
Shake Shack Inc. (SHAK)
NYSE - Nasdaq Real Time Price. Currency in USD
79.09+0.99 (+1.27%)
As of 11:50AM EST.

GREAT SAVANT CALL YET AGAIN....
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2% is savant? :rolleyes:
 
stonedinvestor said:
Van I got a few people into AZEK yest with the Insider buy but now I see there are a bunch of Insider buys. Are the buys big enough?

I THINK WE NEED TO LOOK INTO OFFICIALLY ADD AZEK TO THE GBA PORTFOLIO!
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Did they get stopped out?
$33===> $29.87
That's down 10% Stoney!
Are they mad?
 
Stoney I think you should consider putting a $55.10 stop under ZI unless you're willing to hold it. I did.
The market is looking a little weak.
Remember, it will move with the tide if there's a big drop on whatever Powell says.
We can always get back in later.
 
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