You need to tell Cramer about your acronym MAGA. Catchy!
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Are you asking me? I have TWLO and UI (Ubiquiti changed exchange and ticker symbol). Iāve become a fan of Okta now that Iāve used it. I need to do more research. I see the value as companies start using all these different cloud companies to have the single-sign-on, and it serves as VPN token too.
I did an internal survey of software tools. Atlassian products seem pretty good and super popular. People love Slack, but I donāt get the hype. I guess I work with people in person too much to appreciate it. The ability to create channels is cool. Smart sheets is literally a limited web-based version of excel. They donāt even support many data models for import. You have to hire one of their consultants to create a custom connector which for us has horrible performance. We were shooting for 10 min refresh cycles and it times out after 3 hours. Itās not smart enough to only send updated or changed data, so it sends all data each refresh. I donāt get how they stay a thing as office 365 gets better web functionality. Power BI is awful, but itāll replace smart sheets. Power BI is some excel, some access, and some new thing which lacks enough functionality from each to be annoying while having a clunky UI.
Paylocity and jobvite were rated as the worst software tools we have. They are being replaced by a workday implementation.
Amazon uses Coupa and it is awful. The search is horrific. The navigation menus randomly take you back to the start. You canāt approve more than 1 PO at a time. You have to open it to approve it too.
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Now that WDAY bought ScoutRFP, Mr Market decided to dump COUP!
These clouds are encroaching on each other turfs, consolidation has started.
Based on @marcus335ās comment, WDAY could be a likely survivor of the consolidation?
However, daily chart is as bearish as TWLOās,
Nibbled 6 WDAY 
Nibbled 3 more SHOP, now 12 
Am I right that a typical SMB would need SQ + SHOP + WDAY + ZEN + INTU?
Shares of the company, which initially went up 5% in extended trading, were last down 3%.
Drop 
box
4 clouds and 1 semi have higher ytd gain than AAPL eye-watering 64.28%.
Ubiquity isnāt really cloud but wow. Itās up 32% after announcing earning this morning.
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After one week, auspicious day 118,
Cloud 34% 
No change
Option 60% 
+10%
AAPL 64.7% 
+2.7%
Index 23.2% 
+1.2%
My preferred interpretation is SPLK is in Primary degree wave 5, precisely (and could end up precisely wrong) 5.iii.(2).
Any other interpretation? @JIl Any? Btw, interpretation is not a prediction or forecast.
SPLK is due results Nov 21st, it can change differently depending on results. If it hits $110 before then, it re bounces the way you interpreted.
BTW: As I said already, I focus only 3 negative income producing companies TSLA, TEVA and SHOP, not focusing any companies Net Income < 0.
One week later, ytd gain:
Cloud 39.7% 
+5.7%
Option 61.3% +1.3%. Got to be more careful 
AAPL 68.3% +3.6%
Index 23.4% +0.2%
Good article by Beth Kindig.
Instead of a rotation into value, the current trend reveals many institutions are, in fact, taking gains and rotating into cash. While many prognosticators are predicting a recession or black-swan event, investors havenāt panicked. There has been a slow and steady drain.
Weāve seen some stocks quickly recover, such as Roku, and others that havenāt rebounded, such as Veeva and Alteryx. Even the more solid recoveries suggest they are boosted by momentum and swing traders as they remain between support and resistance, as well as retail investors, as implied by lower volume.
What did the institutions see? What is the motivation for moving to cash? Should we follow?
One week later, ytd gain:
Cloud 51.3% 
+11.6% Clouds are re-bouncing strongly
Option 64.0% +2.7%
AAPL 65.8% 
-2.5%
Index 23.9% +0.5%
@Jil Look like my EW preferred count for SPLK is spot-on
Ha ha ha ! Here you goā¦ I bought STNE yesterday (5x of your SPLK qty) and sold 2x, keeping 3x.
Why I sold 2x ? I took money from Margin, now margin free !
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Only 20.5%. I got 225% from calls ! Held 6 days.
and 241% held 3 days.
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Yeah, good for you. I do not want to display anything about my personal figures and do not expect anyone to display the personal figures as it can work against the person.
When you say 225%, I trust . You do not need to prove.
I stopped updating/posting in all the blogs, trying to stay away as far as possible.
Remember this.
When thing are going in wrong direction, like lawsuit, wealthy person is at disadvantageous position as poor person does not have anything to loose!
Take this case: If someone knows you have $100 million, and you have some dispute with a third party (unknown person) and you are likely be the target (and victim) of lawsuit.
If XYZ files a lawsuit, you have no other way to defend in the court (you have to spend money to get out).
This is exactly happened to me. Do not openly display anything , never , neverā¦Hard lessons learnt in my life.
BTW: I am also facing another law suit ( 2nd lawsuit in 2019 !) by someone unnecessarily and I have strong proof to defeat them in court (as I am used to it). They unnecessarily touched the fire, they need to pay the penalty now !
Remove all the figures you posted.
RE related again?
Thatās some serious bad luck. 
Good luck.
Yes, no doubt !
But for lawsuit, you do not need to have real estate.
At one time, when I was charging a car at Sunnyvale one lady asked me to stop my charging during the middle saying she left her car in waiting( she was not present at that spot)
Dispute came and both side never agreed the right. She called 911 police help and police requested me to give her preference as she said medical emergency ( she told that only after police arrived) until then she was just fighting with me.
Had I not yielded to police it would have been a case. Things can go wrong any time.
Donāt buy any EVs especially Tesla.
Why?