Twitter Inc. (TWTR)

* An unimpressive close - in contrast to yesterday's rally from the morning lows In an opposite pattern of Tuesday -- when stocks rallied smartly from the morning lows into the close -- stocks gave up about a third of the full day advance in the las...

* Despite poor price momentum and an ugly chart the upside reward vastly exceeds downside risk now While I recognize what a bad actor Twitter's shares have been and what a poor technical setup the charts indicate (as to the future price action) - I ...

The improvement in the relative and absolute performance of the shares of and seem to be directly related to Senator Elizabeth Warren's sudden decline in the polls. I have moved back to large-sized in both names. I expect to play "catch up" now - an...

Twitter continues to creep higher.

* Hiccup! * I had more drinks at lunch than trades today! Like clockwork, the steady march higher continued apace today (I will discuss another reason in my opener tomorrow morning): * Market breadth was +200 (advancers over decliners). * Another li...

* Silicon Valley's new reality. * No more gurus. * Russia does Twitter .

Though Twitter has decided not to tweet out campaign commercials I stand by my view that Twitter remains the best election play on increased traffic and usage on the site leading up to the November 2020 election. The political ad impact (and decisio...

I recently previewed one of my Surprises for 2020: I anticipate that Twitter ( ) is acquired next year. Now for a second surprise: I expect Amazon will acquire Kohl's next year. (I purchased KSS this afternoon at $46.79) Consider: * Amazon and Kohl'...

I added to my and longs this morning. With recent leaders, money center banks and FANG are exhibiting some tiredness - my confidence level of view is somewhat improved. But, I fully recognize that every dip has been purchased this year as we move in...

Though some feel Twitter's stock chart has a bad scent, the shares are getting jiggy in a down tape today. I have recently added to an already large long holding.  

I am offering (slightly above last sales) shorts in , , , and . I am bidding (slightly below last sales) longs in , and .

I continue to add to Twitter on any weakness. Very large.

The recent stability and now modest resumption of strength in the shares of Alphabet and the other FANG constituents makes me more optimistic on the outlook for Twitter's shares. It is my view that the company - no doubt at some additional expenses ...

On Tuesday I established Long as my Trade of the Week. Numerous people on Twitter were critical of this trade, citing that the vehicle (VXX) was a "flawed" vehicle because of the obvious (contango and term structure, etc.). To be direct, I am not a ...

It was a quiet day for the Averages but there was plenty of action underneath - in the relentless assault to higher levels: * Breadth, at 3:15 pm was -150 on the NYSE - steadily improving from the early morning. * Bonds rose in price and dropped in ...

* Covered most of my short. * Sold trading long rental. * Added to .

* The recent reduction in my social media stock exposure reflects the likely continued acceleration in attacks (legal, legislative and regulatory) on these companies as we approach the November 2020 election * The perception among investors of a mor...

* The market's highs were made early and the low was made late - demonstrating some exhaustion. * Breadth steadily decayed as the day progressed (At 3:30 pm 1330 advancers, 1630 decliners) See Bob Farrell's remarks on breadth! * The key feature of t...

Two former Twitter employees have been charged with spying for Saudi Arabia. The shares are lower in premarket trading.

I have already begun to assemble my 15 Surprises for 2020. I will release one of them now... and it is that I anticipate that Twitter is acquired next year. Stay tuned.

Rev Shark and I have been going back and forth on Twitter with Tony Dwyer and Thomas Lee on where investor sentiment stands. (Also with Mikey in our Comments Section) My view is that it is too easy to data mine the sentiment data - its all over the ...

Nice rally off of the lows -- particularly over the last sixty minutes of trading. It was satisfying to see the Kraft Heinz ramp (+$4) as well as Twitter's ability to fight off the sellers and end the day higher (I added quite a lot last night and t...