Talking Stocks 2.0

[JParm]

Originally Posted by beshannon

Fastly sidelined at Oppenheimer on TikTok risk

https://seekingalpha.com/news/360206...on-tiktok-risk

I have no opinion on the stock however it seems to me to be a case of the bad news gets worse and could present a buying opportunity if the stock really gets thrown out.

Of note - Oppenheimer still calls FSLY best in class here.

As I mentioned, leadership mentioned that if TikTok were to go away, they could replace the 12% revenue with other customers fairly quickly. Take that for what it's worth.

I'm long and have bought on the dip, but also took profit yesterday.