The Starboard letter to YHOO mgmt suggested they spin off the BABA holding into a "separate entity" to unlock the shareholder value...
-Does anyone have an idea how this would be done?___
-E.g. who would "buy" that separate entity? ___
- And why would a separate entity buy YHOO's BABA stake when they can buy BABA shares that are being unlocked next week? __
Analysts on the Conference call are all CONGRATULATING the CEO & CFO: "Great quarter, guys!!" Every one of them said this.
So we can expect Analyst upgrades tomorrow morning before the open.
A huge amount of Open Interest on TWTR call options and relatively few in-the-money put options.
This makes me think options expiration tomorrow will be interesting. Options specialists may want to manipulate the stock down to cause most of those Call Option contracts to expire worthless.
Same thing today: Institutional traders and hedge funds are "tiptoeing out" of their positions quietly while trying not to let the stock drop too much.
The overall market rally provides good cover for them to do so.
There are a lot of call options and few put options, which makes me think options expiration tomorrow will be interesting. Options specialists may want to manipulate the stock down to cause all those Call Option contracts to expire worthless.
In a report published Tuesday, Tigress Financial Partners analyst Philip Van Deusen reiterated a Neutral rating on shares of Twitter Inc (NYSE: TWTR) due to ongoing concerns surrounding growth trends in user metrics.
Van Deusen noted that Twitter's revenue of $432 million in the fourth quarter topped expectations and indicated the company is execution on its monetization strategy. However, the analyst added that at the same time monthly average user growth "disappointed yet again," raising concerns over the company's long-term growth profile.
Van Deusen also noted that competition remains the biggest concern as Snapchat has become the "go-to" social media app while Facebook Inc (NASDAQ: FB) continues to position itself as a news destination as its new "trending" section is a "direct shot" at Twitter.
"We believe Facebook's trending sidebar is an improvement on Twitter's given its focus on news articles instead of hashtags or people versus Twitter's trending section," Van Deusen wrote.
Finally, Van Deusen argued that Instagram's video capabilities have "placed a lid" on the popularity of Twitter's Vine platform and that Facebook's new video feature on its platform has seen "notable success" so far...
With weak relative strength like today, it looks like the big players are "tiptoeing out" of their positions quietly while trying not to let the stock drop too much.
Below $48 now...
Like clockwork, the earnings rally is running out of steam.
One more day of this and then profit taking ensues, especially when TWTR closes in the red for the first time in a week, people will realize the surge is petering out.
Yep! When the little bald man on CNBC pumps, it's time to take profits off the table! He's a jinx on any stock that has rallied this far.
Hey, it just went negative as I type.
This will all become more apparent after AMBA presents at the STIFEL Conference this afternoon (after the close).
I fully expect analysts to come out with positive comments. Most smart money knows AMBA is doing very very well on volume. The stock should get a sizeable boost tomorrow.
Ambarella to Present at the Stifel Technology, Internet & Media Conference Feb. 9
Ambarella, Inc. February 4, 2015 8:00 AM GlobeNewswire
SANTA CLARA, Calif., Feb. 4, 2015 (GLOBE NEWSWIRE) -- Ambarella, Inc. (AMBA), a leading developer of low-power, high-definition and Ultra HD video compression and image processing semiconductors, today announced that Fermi Wang, CEO and George Laplante, CFO will present at the Stifel Technology, Internet & Media Conference at 1:50 p.m. Pacific time on Monday, Feb. 9 at The Westin St. Francis hotel in San Francisco.
Fermi Wang will also be participating in a panel discussion entitled "Eyes in the Sky: Drones on the Move" at 3:35 p.m. that same day.
Both the presentation and the panel discussion will be webcast on the Investor page of Ambarella's website
That's why people who want to play this niche buy AMBA options instead because they make the video chips for all of GPRO's products.
Going into GPRO's earnings, AMBA's options have much lower Implied Volatility (IV) than GPRO.
I guess it wasn't old news as you implied... AMBA is up 6% today. If it had been "old news," the stock wouldn't have moved.
AMBA gets 30% of its revenue from GPRO. And after Q4, that number will probably be up to 35% based on the huge volume of video SoC's AMBA sold to GPRO.