That’s what I am trying to determine. Sell on this news or keep it until confirmed news comes in
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There is no acquisition news yet. Only news is that Fastly’s new CFO has been involved in a string of acquisitions.
It’s true acquisition takes place with a price premium. But a premium over what price though? If Fastly falls another 50% but gets acquired at 100% premium you are just treading water. Just an example to illustrate the math. Not saying those are the likely numbers.
I think they hit a floor for now. The stock tanked because guidance for Q2 was lowered, but they maintained full-year guidance. Now we know that’s because the Apple project launched later than expected, and it’s adding a lot of revenue. FSLY focuses purely on the premium end of content delivery and leaves the mid and lower tiers to others. At least, that’s what they do now.
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I have plenty of PLTR 
BILL 29%+
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Do you own this BILL? My tenant work for BILL.!
I sold prematurely 
Was highly recommended by @marcus335. So far his recommendations are good, SHOP, TWLO, etc recommended in 2017.
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Bill had blowout revenue growth. My average purchase price is $118.
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wday gapped up big.Any thoguht?
Wow. Yes I missed as well!.
My Average price also $118
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.
Yet another that I sold too early.
How do you deal with such gap ups (like bill and wday)? Do you buy now or is it too late and risky?
I wait. There’s usually consolidation after a gap up. Chasing is usually bad. There will be some macro bad news that’ll cause a price dip.
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Good piece on datadog.
They are pushing into the security space now too.
I am trying to avg up in small amounts now. My overall ag price is in the 90s. Should’ve bought more earlier this year. 
In comparison to New Relic who are growing at 10%, ddog is growing at 60+%.
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10x is passe’ The in-thing to do is to look for 100 baggers in a lifetime that we can buy NOW (not in the past 
).
According to Christopher, so far only 365 stocks qualified.
In other words, we are looking for stocks with market cap $1B-$10B to grow into $100B-$1T respectively.
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Data analytics and cybersecurity are merging. Off the cuff, the hot names are:
PANW CRWD OKTA DDOG PLTR SPLK NEWR AYX
I use to own bits and pieces of above. Now focus on PLTR.
DDOG is good, unfortunately I sold it during the Panda scare. Did you consider PLTR? Do TAM of DDOG and PLTR overlaps?
Havent done overlap analysis
I own PLTR too. Bought at 10$. Might add more.
My avg is $23.52 
Hesitated a lot because JC doesn’t like it, so didn’t buy it at $10s.