Sean Udall – T3 Live
T3 Live
Shares

All posts by Sean Udall

Post-Earnings Analysis: Tech in Focus

Shares

FN — Reported very strongly on Monday and continues to signal strength for my fiber thesis.  The most curious thing is how little pin action is occurring off of these strong reports.  More on this below.  This stock would probably be up more if not for the CEO announcing he is leaving. Selling into the […]

Continue Reading -->

Twitter: It’s Not About Earnings, It’s About the Reaction

Shares

I could post my numbers here and say that Twitter‘s gonna beat on EPS, have inline revenues, and the guide conservative, but frankly folks it doesn’t matter. For Twitter and this quarter, I think it’s all about the reaction to what they say.  And what they are saying is new messaging and the messaging they should […]

Continue Reading -->