Ryan Clandening

[Ryan Clandening @Ryan_AZRealtor]

@amitisinvesting Ugghh, he comes off as scam artist.

[Ryan Clandening @Ryan_AZRealtor]

@stocktalkweekly Say goodbye to the golden dome

[Brianna Wu @BriannaWu]

He betrayed the Iranian people, undermined our national security, wasted billions all to get us back to where we were before.

I wanted him to succeed and he objectively, massively failed.

[Ryan Clandening @Ryan_AZRealtor]

Well, I was around 20k in 2020 and now I’m around 325k. I have avoided ETFs and really focused on different trade thesis. Sometimes I’ll take trades on index ETFs to hedge to the upside or downside but that’s about it. Be nimble and be ready to pivot whenever the market calls for it, that’s my best advice.

[Ryan Clandening @Ryan_AZRealtor]

@Jake__Wujastyk The sentiment on social medias is that retail is balls deep in $NOW

[Ryan Clandening @Ryan_AZRealtor]

@Jake__Wujastyk Apparently our boss Israel hasn’t agreed to the terms. 🙄 Just cut those fuckers off from any missiles.

[Ryan Clandening @Ryan_AZRealtor]

@NotA_Bull Highest risk is $meta, too much exposure to advertising in an economy where the consumer is struggling.

[Ryan Clandening @Ryan_AZRealtor]

@danielisdizzy I think all of retail is buying $NOW

[Ryan Clandening @Ryan_AZRealtor]

I mean, I get the exact same ad targeting waste whenever I open Facebook or Instagram.

I do really like Zeta and their approach for targeting large organizations, their management is doing something right. I like that they own the data inputs and are taking control of the full advertising stack.

I do believe there is room for $TTD to exist for smaller organizations that want options. They want to bid for the best advertising prices and see their dollar go further. Sure, maybe some ad targeting waste but that’s way better than spending millions on Zeta or expensive FB ads that essentially do the same thing.

[Ryan Clandening @Ryan_AZRealtor]

@Investinc_Intel I hold $ZETA as well. Why do you think $TTD is in trouble? Revenue growth slowed but they’re still growing, the company is aware of the growth slowdown and has been working through a pivot to other advertising options.

[Ryan Clandening @Ryan_AZRealtor]

@Jake__Wujastyk Have you looked at the chart for $AAP, nice volume profile and massive inverse head and shoulders. Company financials have improved over the past three quarters with restructure and people are keeping their vehicles longer.

[Ryan Clandening @Ryan_AZRealtor]

As I think through this thesis, I’m actually getting bullish on $TTD. At these prices, I would be more inclined to buy TTD under the thesis of companies shopping for cheaper advertising spend. Plus, TTD has been restructuring their business to include other advertising options. Good talk! 🙏

[Ryan Clandening @Ryan_AZRealtor]

@KenWilsonian @Kalshi Yeah, the fact that everyone believes we have no control over Israel is scary. All those rockets they're shooting come from America. Golden dome wouldn't exist without America.

[Ryan Clandening @Ryan_AZRealtor]

@riverwolf0518 @QC_Capitals So, it dropped 99% overnight because it's not benefiting from covid anymore. Interesting.

[Ryan Clandening @Ryan_AZRealtor]

Hmmm... Maybe. I'm seeing prices in houses now going down in price, the used auto market is falling off a cliff and I'm starting to see insurance companies actually negotiate on rates and you can get massive discounts. But yeah, maybe Facebooks ads will keep increasing in price. Maybe.

[Ryan Clandening @Ryan_AZRealtor]

@riverwolf0518 @QC_Capitals It dropped from $34 to $1.69 overnight. I would want to know why this happened before touching this stock.

[Ryan Clandening @Ryan_AZRealtor]

I don't know if we are headed into a recession but I do know $META have increased their prices on ads ALOT which is why their revenues have performed well over the last couple years. We are in an environment where companies will decide with their wallet where they will spend capital. Maybe $META can continue raising prices, maybe not, we will see.