Ophir Gottlieb

Ophir Gottlieb

CEO @CMLviz. Contrib @Reuters. MS Stanford Math. Ex option market maker, HF manager Recognized as first to use AI in large scale finance. https://t.co/OptmgV5uLK

135206 followers  •  260 follow  •    •   https://t.co/oBSBekkEe1

$TTD The Trade Desk shares are trading higher after Stephens and Co. upgraded the stock from Equal-Weight to Overweight. - Long since $14 (split adjusted) Auditor verified. Current price $80+ Join CML Pro

Could be some selling into the close/weekend.

AWS’s Egregious Egress - I enjoy Cloudflare's distinctly combative voice wrt Amazon. Might not be ideal for the long-run, but entertainment value is tremendous and I recognize the fighting spirit.

Earnings season has been great as profit margins hold up despite inflation

$TTD $ROKU 80% of TV viewers say they view either subscription services, ad-supported services, or virtual MVPDs (vMVPDs) weekly or more often. ... cord-cutting is no longer a trend among the young or tech-savvy, it’s quickly becoming a norm.

Summary: Study reveals mice can learn to manipulate random dopamine impulses for reward. Source: UCSD - Super interesting.

Cloudflare slams AWS egress fees to convince web giant to join its discount data club

If you're asking me, yes. Data collection risk. I have closed all speculations and just hold stock.

WarnerMedia CEO Says Change Is Coming To Streaming


Wells Fargo tells customers it’s shuttering all personal lines of credit - 'With its latest move, Wells Fargo warned customers that the account closures “may have an impact on your credit score,” according to a Frequently Asked Questions...'

1. Perspective is a super power. 2. Lack of perspective is a super weakness. 3. A lack of perspective turns investors into idiots. 4. When other investors turn into idiots, the ones with perspective profit. 5. So, do that. Profit.

Hotel in Las Vegas is more than half empty. I asked the front desk if the coronavirus is even a thing here. She said ppl are cancelling bookings as far out as July and specifically saying it's the coronavirus.

Europe is expected to start stabilizing soon, the World Health Organization said, as Italy saw the slowest rate of new cases in almost two weeks.

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1/n $PINS Q4 revenue grew 76% year over year to $706 million. 2020 revenue grew 48% year over year to $1,693 million. Global Monthly Active Users (MAUs) grew 37% year over year to 459 million.

Something to consider, as a perspective changer from fear to adult brain. If and when large groups are quarantined, that is a sign of taking things seriously, not reason for panic. The more serious we take it, the faster we get through it. Please retweet this. It's coming.

And now it's live. These are the charts I have been sharing of historical estimates. This is $PINS and how 2023 estimates have risen 100% in two-years, as analysts try catch up. You can do this for any company, for free. Retweets appreciated.

Thread This is how negotiations work. It's game theory, specifically it's called "anchoring." * Biden puts out a $2.7T infra proposal, knowing that won't fly, but in a hope to get lawmakers attached to the $2.7T number.  The idea is "how much lower than $2.7T will it be." /1

Stock TradeMachine members we just sent: Setting 20 alerts in 8 minutes ahead of earnings season. Watch: Get it Free: $AMD $AMZN $DDOG $FB $FSLY $GOOGL $INTC $NFLX $NVDA $TSLA $ZM