Austin based = crap. 
Hard pass.
After the bombing of FSLY yesterday and today, it’s now AYX’s turn. Things are taking their turns bombing.
5% after how huge of run the last 5 months?
Keyword is unanimously voted
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Well… again for those who miss SHOP. DTC retail strategy is rising fast in USA. Ignore at your own financial loss.
Busy trading TQQQ and UPRO, forgot about BIGC.
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They are smaller than SHOP with a slower revenue growth rate. That’s a bad combo.
For example, subscribers to our premium advisory IPO Insider are already up 328% on Livongo Health (LVGO) in just six months. And it’s likely headed much higher as it merges with telemedicine giant Teladoc (TDOC) .
LVGO 10x in one year 
TDOC 10x in 3+ years 
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Just took a stats (no fundamentals analyzed) run filter. Assumption, Higher daily volume means visibility across the market is there.
Need to do fundamental research to filter further.
volume > 5M, avg vol 2M, market cap 2B-10B last 3 years IPO companies
RKT vol 38M
FSLY vol 14M
LYFT vol 13M
SPCE vol 9M
Vol 5M, avg 2M, Mcap 10B+, USA, IPO Last 3 years
UBER vol 20M
AVTR vol 18M
PINS vol 16B
SNAP vol 10B
watch Vol 5M, avg 2M, Mcap 2-10B, USA, IPO Last 3 years
BIGC vol 3.8M
DBX vol 4.5M
CLDR vol 3.3M
CHNG vol 2.7M
LVGO vol 3.2M
NET vol 3.2M
DOCU vol 2.9M
I added m own favorite ENPH and TDOC.
Big Commerce is not growing fast and its margin sucks.
BIGC is a watch list, this one is recent IPO, hype is common, but we need to see at least one or two qtr results further to know.
RKT looks promising, very small finance/mortgage company with huge load of servicing.
https://finance.yahoo.com/news/rocket-companies-jumps-pre-announcing-134011906.html
BTW: Viewers do your own homework before you jump in…This is just posted for discussion purpose.
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Note that RKT is flying with 8% up Premarket ! The company market cap itself 2.39B, but income is 3.5B…something looks crazy, getting multi-billion mortgage financing services…
Second Quarter Highlights:
- Closed loan origination volume of $72.3 billion increased 40% compared to the first quarter of 2020 and 126% compared to the second quarter of 2019
- Total net revenue of $5.0 billion increased 269% compared to the first quarter of 2020 and 437% compared to the second quarter of 2019
- Net rate lock volume was $92.0 billion, an increase of 64% compared to the first quarter of 2020 and 170% compared to the second quarter of 2019
- Gain on sale margin was 5.19%, up from 3.25% in the first quarter of 2020 and 3.22% in the second quarter of 2019
- Net income was $3.5 billion compared to net income of $97 million in the first quarter of 2020 and a net loss of $54 million in the second quarter of 2019
- Adjusted revenue of $5.3 billion increased 152% compared to first quarter 2020 and 300% compared to second quarter 2019
- Adjusted net income was $2.8 billion, an increase of 335% compared to first quarter 2020 and 995% compared to second quarter 2019
- Adjusted EBITDA of $3.8 billion grew 317% compared to the first quarter of 2020 and 868% compared to the second quarter of 2019
Source: Rocket Companies, Inc. - Rocket Companies Announces Preliminary Second Quarter Results
BTW: Posted for debate only. Viewers must do their own research before getting into any positions.
Facebook just crossed $800B today. It’s certain to cross 1T. Could happen in two weeks or next year.
After that the next tranche of tech firms heading towards 1T should include Netflix, Salesforce, and Adobe. Maybe in 5 years?
You have CRM, I have PLAN 
vs
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But why didn’t you buy then? Is only $76. Austin rule! Which stock based in SF has higher appreciation today?
Buy now and enjoy buy…
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I have liquidated many positions and resumed watching the TV serials that I have stopped watching in late Jun. Market is probably within 10% of the peak (if haven’t peaked). Just wait for Trump to make a nasty remark, it would come crashing down.