So I noticed an influx of activity for Twitter Option Calls for both the post earnings week Expiration in October for the $20-$22 calls, as well as a large volume of 2019 37 Calls which are way out of the money.
TWTR to me seems highly overlooked, regardless of current financials.
- It's trading at a near all time low.
- It typically rallies pre-earnings report (explains Oct 19 $20-$22 Call Volume)
- Twitter has never before been so in the limelight due to President Trump's volume of tweets (30,000 and counting).
- Because of Trump's usage of Twitter (much of which is highly controversial) people are really paying attention.
- To back last point up: Try to watch any major news channel and not hear Twitter or Tweets talked about. They are getting tremendous press and free advertising from this-- which will continue for years.
- User-base is 300,000,000 and quickly expanding.
So the question is how will they now monetize this huge surge of both new traffic and existing users being more engaged.
Seems to me like Twitter could be hugely profitable in the long run. Not a short play, but looking months, 6 months, a year, two years... multifold returns as the user-base continues to grow and they start to capitalize on that momentum.
Which Ill close with... has already started... but it seems to be completely overlooked by investors - all eyes on Apple.
Thoughts?
Submitted September 13, 2017 at 06:46PM by SugarCoatFree http://ift.tt/2y6jARB
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