I think the "purchase" of Giulianis shop was really his "acquisition" of the VCLK infrastructure to grow his vision. Makes sense to get rid of the O&O since that wasn't his forte. Zarley was an aggregation guy, but this guy has a vision. I have dabbled with this one for a long time and this makes it interesting again. keeping an eye on it.
The earnings after the close will tell a near term story. A miss will get you in at a better price. Positive will pop it. I'm here longer term. IMO Twitter once its public will need ad content to monetize itself. It's not profitable right now. I like VCLK chances of being bought down the road by search or social media providers. Nice cash flow along with double digit ROE & profit margins.
Well those waiting for a miss and a new opportunity for a trade might get their chance tomorrow. Down around 7% AH. Nothing to big yet however . I'm guessing to see big blocks on offer that are looking to dump at the open with a repurchase trade later. IMO I think the stock might recover near close from early damage, as it's already taken a few punches. .