Craig Rapisarda

[Craig Rapisarda @craig_rap]

Advertisers are finding the effective alternative to FB/YouTube, where there is no inherent conflict of interest.

Half of the global top 200 advertisers spent >$1M on $TTD last year 📈

[Craig Rapisarda @craig_rap]

@VetTechTrader Check out the Quartr app; can be helpful

[Craig Rapisarda @craig_rap]

@CoachUnderwood @IowaHoops @MSU_Basketball @HuskerHoops @CoachHoiberg @B1GMBBall B1G Poppas

[Craig Rapisarda @craig_rap]

@sspencer_smb Perhaps a bit myopic, but 46x 2023 EPS doesn't necessarily seem like a bargain despite their continued very strong position in EVs. I suppose my caution on the broader market at 19x EPS makes TSLA seem esp vulnerable

[Craig Rapisarda @craig_rap]

@AsifSuria BBBY

[Craig Rapisarda @craig_rap]

Reviewing CrowdStrike (CRWD) and SounHound AI (SOUN) results https://t.co/sKyJeAtK8v

[Craig Rapisarda @craig_rap]

@BluSuitDillon Billings +34% were only in-line

[Craig Rapisarda @craig_rap]

@tonyrapa ❤️

[Craig Rapisarda @craig_rap]

Premarket notes from February 10 https://t.co/z3vTWunb2p

[Craig Rapisarda @craig_rap]

Call* … reportedly better than ChatGPT

[Craig Rapisarda @craig_rap]

$GOOG on calls says it will make its LaMDA large language model available to the public in the coming weeks/months

[Craig Rapisarda @craig_rap]

@BullfightCap I think these are all going private deals not any strategic ones

[Craig Rapisarda @craig_rap]

@IntrinsicInv ITB may have topped today; failed breakout after finding LT resistance. Recent strength reflects mortgage rates at 4-month low but mkt will remain soft given affordability issues despite demographic, supply deficit tailwinds. Why does NVR trade at such a premium to peers?

[Craig Rapisarda @craig_rap]

@firstadopter Same thing we have heard for two years now... seems the ship has sailed

[Craig Rapisarda @craig_rap]

@DowJonesAl $RACE is #1

[Craig Rapisarda @craig_rap]

@HCPG The line in the sand is $130 on the AAPL weekly :/

[Craig Rapisarda @craig_rap]

More like 20x 2023 earnings, currently expected to grow 35%. Those ests are likely too high given Elon’s preference to drive volume intermediate term $TSLA

[Political Reality @PolitiReality]

I know everyone will start to say “oversold”. Remember $TSLA is still a $388B market cap and trading near 100x FCF. There’s still a rational case for it to fall 80-90% from here if the market treats it as a CAR COMPANY. $TSLA $TSLAQ

[Craig Rapisarda @craig_rap]

Paywalled puff piece that I am assuming ignores the fade opportunity we saw this week above $200/share.

Stock trading at ~36x 2023 earnings, which are expected to fall 75% yr/yr

[Bloomberg @business]

Moderna investors may finally be ready to look beyond Covid, as promising data on a personalized cancer vaccine sparked hope for the company’s broader pipeline https://t.co/G7btOZdAHe

[Craig Rapisarda @craig_rap]

@mikealfred @ArthurB Structurally unprofitable at a $10B EV...

[Craig Rapisarda @craig_rap]

@OptionsHawk I don't think it's about liquidity as much as an egregious valuation for a structurally unprofitable business

[Craig Rapisarda @craig_rap]

@StockMarketNerd bookings beat the $684M consensus fwiw