ROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEX

JParm · 12 September 2020, 03:23 AM

Agree on long-term values here.

Added to SQ and AMZN, opened LEAPs in PINS and will most likely do so in SE as well.

-dustin · 12 September 2020, 03:25 AM

I guess Tuesday will be the big day (short term) for FSLY.

RyanO · 12 September 2020, 03:30 AM

Quote:

Originally Posted by logo

Can’t go wrong long term imo. All these companies taking a big hit are making great money or large revenue % gains in despite of the pandemic, wouldn’t be surprised to see a rotation back in at some point after some sideways trading - reminds me of early June. I added lulu after the first or second dip around 360 and felt that was reasonable, only to now see if at 310 lol. Long term not worried, short term of course displeased.

Agreed.

RyanO · 12 September 2020, 03:30 AM

Quote:

Originally Posted by -dustin

I guess Tuesday will be the big day (short term) for FSLY.

What's happening on Tuesday?

-dustin · 12 September 2020, 03:36 AM

Quote:

Originally Posted by RyanO

What's happening on Tuesday?

https://www.fool.com/investing/2020/...falling-today/

AshCashEmAll · 12 September 2020, 03:42 AM

Quote:

Originally Posted by -dustin

https://www.fool.com/investing/2020/...falling-today/

I thought he extended the deadline to 90 days

Sent from my iPhone using Tapatalk

RyanO · 12 September 2020, 03:42 AM

Quote:

Originally Posted by -dustin

https://www.fool.com/investing/2020/...falling-today/

Thanks for sharing that. Guess that's why the stock is taking it in the nose.

AshCashEmAll · 12 September 2020, 03:44 AM

For fsly investors correct me if I’m wrong but the deadline isn’t 9/15.

It got extended here is link

https://www.google.com/amp/s/www.rol...e-1045122/amp/

beshannon · 12 September 2020, 04:04 AM

Quote:

Originally Posted by RyanO

I suspect this bounce will fade just like yesterdays. Just a modest close higher would be nice to see.

Good call

we need to flush the sellers out and build a base here

RyanO · 12 September 2020, 04:08 AM

Quote:

Originally Posted by AshCashEmAll

For fsly investors correct me if I’m wrong but the deadline isn’t 9/15.

It got extended here is link

https://www.google.com/amp/s/www.rol...e-1045122/amp/

Could be why investors are spooked today if he has changed his stance on the subject, through if there was an official extension wouldn’t that stand?

Sent from my iPhone using Tapatalk

-dustin · 12 September 2020, 04:17 AM

Well that's interesting...

WatchEater666 · 12 September 2020, 04:35 AM

I'm going to load up on Fastly if it drops enough.

RyanO · 12 September 2020, 04:42 AM

Quote:

Originally Posted by beshannon

Good call

we need to flush the sellers out and build a base here

Thanks Brian, though I would have rather been wrong.

Hope we can build a base here and return to a level of stability in the markets without the huge swings.

Sent from my iPhone using Tapatalk

cornerstore · 12 September 2020, 04:45 AM

Fastly's exposure to the threatened shutdown of TikTok's domestic service works out to less than 6% of its total revenue.

The reason it is down is it was/is extremely overvalued by any metric. It went up 500+% post covid, it made a triple top and corrected to first stop @$89 now trying to find a base. It could drop to $59 on the next technical down leg if it doesn’t snap back above $90.

RyanO · 12 September 2020, 06:39 AM

All in all, felt like a healthy day of consolidation to me, I take it as a positive sign that the market didn’t fall apart on a Friday after some steady selling pressure. Anyone have any thoughts?

On another note, seems Fastly is catching a bit of a bid AH, wonder if there was any further development on that story.

cornerstore · 12 September 2020, 10:03 AM

Tesla Stock Crash Targets $75.00

This analysis and price target is from a self described Huge Tesla fan.

“ The stock is behaving like a commodity – not a business”. Always good to have ones own opinions reinforced. :)

https://finance.yahoo.com/news/tesla...052519343.html

seabreeze60 · 13 September 2020, 03:47 AM

The market climbed too high and too fast in this environment. Only a small number of large tech stocks drove the incredible growth spurt. With so many variables this year I expect continued surprises.

Sent from my iPhone using Tapatalk

RyanO · 14 September 2020, 10:24 AM

For our Fastly friends, believe Oracle is a partner

https://www.cnbc.com/2020/09/14/micr...bytedance.html

Sent from my iPhone using Tapatalk

JParm · 14 September 2020, 10:32 AM

Quote:

Originally Posted by RyanO

For our Fastly friends, believe Oracle is a partner

https://www.cnbc.com/2020/09/14/micr...bytedance.html

Sent from my iPhone using Tapatalk

Yes, huge news here.

It really shouldn't be though - as FSLY shareholders, we all know what a great company it is, both for now and the future. This TikTok thing has caused so many wild swings, and it's unfortunate that this has been the case for such a stellar company. As a retail investor, it pains me to see how retail investors have reacted.

Has made a volatile stock even MORE volatile than warranted. Glad the sale to Oracle will put at least of the volatility to rest.

RyanO · 14 September 2020, 10:51 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

Yes, huge news here.

It really shouldn't be though - as FSLY shareholders, we all know what a great company it is, both for now and the future. This TikTok thing has caused so many wild swings, and it's unfortunate that this has been the case for such a stellar company. As a retail investor, it pains me to see how retail investors have reacted.

Has made a volatile stock even MORE volatile than warranted. Glad the sale to Oracle will put at least of the volatility to rest.

I agree it is frustrating. Will be all the more rewarding to those who have endured the huge swings here lately.

Sent from my iPhone using Tapatalk

cornerstore · 14 September 2020, 11:34 AM

Oracle was a dot com darling, it hit a high of $42 in Aug. 2000 up 700% in one year, then it took another 15 years to get back to $42. Trading recently at $57 so not a very good 20 year return. Oracle has a p/e of 18 . Something to ponder when discussing investing in the money losing Covid darlings of 2020.

-dustin · 14 September 2020, 11:40 AM

Oracle’s new office was another one of our jobs. That thing completely upended East Riverside.

HippoPAPAmus · 14 September 2020, 12:32 PM

Quote:

Originally Posted by RyanO

For our Fastly friends, believe Oracle is a partner

https://www.cnbc.com/2020/09/14/micr...bytedance.html

Sent from my iPhone using Tapatalk

Thanks for breaking the news. Will be an interesting week.

Sent from my iPhone using Tapatalk

avidflyer · 14 September 2020, 09:17 PM

saw it last night when it was posted, thought about buying on the news (didn’t) it’ll probably run up big today. Might of been a good trade play. Don’t know if it’ll last. Seems high even in the 70’s.

JParm · 14 September 2020, 09:40 PM

Quote:

Originally Posted by avidflyer

saw it last night when it was posted, thought about buying on the news (didn’t) it’ll probably run up big today. Might of been a good trade play. Don’t know if it’ll last. Seems high even in the 70’s.

https://seekingalpha.com/article/437...rs-are-fearful

Let's remember that they are continuing to build upon their business, with recent acquisitions that only expand upon its core business.

High multiple here? Of course - but what high growth name doesn't? Is <$80 a solid entry point for long-term prospects? Without a doubt, in my opinion.

No secret that I'm a big FSLY bull though.

https://www.cnbc.com/2020/09/14/delt...r-program.html

Meanwhile, the airlines continue to show that trouble ahead hasn't subsided.

avidflyer · 14 September 2020, 09:45 PM

Quote:

Originally Posted by jpeezy14@hotmail.com

https://seekingalpha.com/article/437...rs-are-fearful

Let's remember that they are continuing to build upon their business, with recent acquisitions that only expand upon its core business.

High multiple here? Of course - but what high growth name doesn't? Is <$80 a solid entry point for long-term prospects? Without a doubt, in my opinion.

No secret that I'm a big FSLY bull though.

Heading to MCO then TPA, then of course Berns sure I’ll regret not jumping in when I land and see it’s up 20 percent for the day....

JParm · 14 September 2020, 09:46 PM

Quote:

Originally Posted by avidflyer

Heading to MCO then TPA, then of course Berns sure I’ll regret not jumping in when I land and see it’s up 20 percent for the day....

Bern's is not a bad place to be at on a Monday evening!

JParm · 14 September 2020, 10:52 PM

https://www.npr.org/2020/09/14/91254...china-state-tv

The wild ride for TikTok (and FSLY) continues...

Another "no one knows anything" from me.

RyanO · 14 September 2020, 10:56 PM

Quote:

Originally Posted by jpeezy14@hotmail.com

https://www.npr.org/2020/09/14/91254...china-state-tv

The wild ride for TikTok (and FSLY) continues...

Another "no one knows anything" from me.

I’ve gotta say, this story is getting old isn’t it? Don’t know what to believe.

Sent from my iPhone using Tapatalk

HippoPAPAmus · 14 September 2020, 11:28 PM

Quote:

Originally Posted by RyanO

I’ve gotta say, this story is getting old isn’t it? Don’t know what to believe.

Sent from my iPhone using Tapatalk

The conflicting reports are tiresome. If I’m reading the various articles correctly though, it seems to be some sort of partnership with ORCL instead of a purchase (perhaps so as not to need sign off from the Chinese Gov’t).

Sent from my iPhone using Tapatalk

12 September 2020, 03:23 AM	#4591
JParm "TRF" Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,571	Agree on long-term values here. Added to SQ and AMZN, opened LEAPs in PINS and will most likely do so in SE as well. __________________

14 September 2020, 10:52 PM	#4618
JParm "TRF" Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,571	https://www.npr.org/2020/09/14/91254...china-state-tv The wild ride for TikTok (and FSLY) continues... Another "no one knows anything" from me. __________________

12 September 2020, 03:25 AM	#4592
-dustin 2025 Pledge Member Join Date: Apr 2019 Real Name: Dustin Location: A, TX Posts: 1,713	I guess Tuesday will be the big day (short term) for FSLY.

12 September 2020, 03:44 AM	#4598
AshCashEmAll 2024 Pledge Member Join Date: May 2019 Location: California Watch: 114060 Posts: 442	For fsly investors correct me if I’m wrong but the deadline isn’t 9/15. It got extended here is link https://www.google.com/amp/s/www.rol...e-1045122/amp/

12 September 2020, 04:17 AM	#4601
-dustin 2025 Pledge Member Join Date: Apr 2019 Real Name: Dustin Location: A, TX Posts: 1,713	Well that's interesting...

12 September 2020, 04:35 AM	#4602
WatchEater666 "TRF" Member Join Date: Oct 2019 Location: Vancouver Posts: 2,061	I'm going to load up on Fastly if it drops enough.

12 September 2020, 04:45 AM	#4604
cornerstore "TRF" Member Join Date: Sep 2009 Location: Canada Posts: 4,015	Fastly's exposure to the threatened shutdown of TikTok's domestic service works out to less than 6% of its total revenue. The reason it is down is it was/is extremely overvalued by any metric. It went up 500+% post covid, it made a triple top and corrected to first stop @$89 now trying to find a base. It could drop to $59 on the next technical down leg if it doesn’t snap back above $90.

12 September 2020, 06:39 AM	#4605
RyanO "TRF" Member Join Date: Feb 2013 Real Name: Ryan Location: DMV Watch: LVc Posts: 2,164	All in all, felt like a healthy day of consolidation to me, I take it as a positive sign that the market didn’t fall apart on a Friday after some steady selling pressure. Anyone have any thoughts? On another note, seems Fastly is catching a bit of a bid AH, wonder if there was any further development on that story.

12 September 2020, 10:03 AM	#4606
cornerstore "TRF" Member Join Date: Sep 2009 Location: Canada Posts: 4,015	Tesla Stock Crash Targets $75.00 This analysis and price target is from a self described Huge Tesla fan. “ The stock is behaving like a commodity – not a business”. Always good to have ones own opinions reinforced. :) https://finance.yahoo.com/news/tesla...052519343.html

13 September 2020, 03:47 AM	#4607
seabreeze60 "TRF" Member Join Date: May 2017 Real Name: Dan Location: USA Watch: Tudor, Carl F. Buc Posts: 1,580	The market climbed too high and too fast in this environment. Only a small number of large tech stocks drove the incredible growth spurt. With so many variables this year I expect continued surprises. Sent from my iPhone using Tapatalk

14 September 2020, 10:24 AM	#4608
RyanO "TRF" Member Join Date: Feb 2013 Real Name: Ryan Location: DMV Watch: LVc Posts: 2,164	For our Fastly friends, believe Oracle is a partner https://www.cnbc.com/2020/09/14/micr...bytedance.html Sent from my iPhone using Tapatalk

14 September 2020, 11:34 AM	#4611
cornerstore "TRF" Member Join Date: Sep 2009 Location: Canada Posts: 4,015	Oracle was a dot com darling, it hit a high of $42 in Aug. 2000 up 700% in one year, then it took another 15 years to get back to $42. Trading recently at $57 so not a very good 20 year return. Oracle has a p/e of 18 . Something to ponder when discussing investing in the money losing Covid darlings of 2020.

14 September 2020, 11:40 AM	#4612
-dustin 2025 Pledge Member Join Date: Apr 2019 Real Name: Dustin Location: A, TX Posts: 1,713	Oracle’s new office was another one of our jobs. That thing completely upended East Riverside.

14 September 2020, 09:17 PM	#4614
avidflyer 2025 Pledge Member Join Date: Nov 2010 Location: In the air Posts: 702	saw it last night when it was posted, thought about buying on the news (didn’t) it’ll probably run up big today. Might of been a good trade play. Don’t know if it’ll last. Seems high even in the 70’s.

Currently Active Users Viewing This Thread: 10 (0 members and 10 guests)