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Twitter, Inc.

TWTRNYSE

40.17

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141.14P/E
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5.45P/E to S&P500
30.697BMarket CAP
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Decent ddARPU is high from what you've seen, not sure why you think it would be lower later on. You're essentially in a beta lock out period where only 55k users have been let in. engagement is only up from here?

Q thing was a troll, apparently.

Postmerger share price is pretty well priced in, what isn't priced in is the removal of risks you mentioned at that point in time. The risk discount you describe would be mostly gone by then. This is upwards price action.

I think your TMTG+ analysis is spot on in terms of amount of subscribers in that timeframe for a decent floor case.

I think your 'half of twitter' is an extreme bear case scenario in terms of user count. Saw 1.5B views in the first 24hrs on apple products alone.

Another thing to look into improved operating costs because of use of a competitors services which are 8x cheaper than AWS (not allowed to mention competitors name btw, their marketcap is too small for this sub) also their proposal for AI.

Look at twtr/FB's historical operating costs and how they have swelled overtime as a ratio to their userbase size. TS is set to have far better operating expenses.

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The term "Great Reset" can also refer to a conspiracy theory, named after the conference, which suggests that some world leaders planned and executed the COVID-19 pandemic in order to take control of the world economy.[62]

A November 2020 article in The Daily Beast saw the Great Reset conspiracy theory as the first to emerge during the Presidency of Joe Biden.[63] Mainstream media outlets such as The New York Times, the BBC, and The Guardian traced the spread of the latest conspiracy theory on the Great Reset, which had integrated anti-lockdown conspiracies, to internet personalities and groups, including Candace Owens, Glenn Beck, Fox News' Laura Ingraham and Tucker Carlson,[46][64][15][65] and Paul Joseph Watson,[66] the UK-based editor of Alex Jones' website Infowars, where he advanced the New World Order conspiracy theory.[67] Ben Sixsmith wrote that the conspiracy theory had been spread by "fringes of Right-Wing Twitter", as well as by Australia's One Nation party leader Pauline Hanson (a "‘socialist left Marxist view of the world’") and UK conservative writer James Delingpole (a "global communist takeover plan"). However, Sixsmith observed the WEF's partners include such capitalist enterprises as Apple, Microsoft, Facebook, IBM, IKEA, Lockheed Martin, Ericsson and Deloitte.[60]

An October 2020 article by Snopes[68] traced the origins of a chain email posted on conspiracy forums from a member of a non-existent committee within the Liberal Party of Canada that leaked Canada's secret "COVID Global Reset Plan" to the QAnon-dedicated "Q Research" board on 8kun.[69]

By November 17, 2020, a short video of Trudeau's speech in which he described key points of the concept of an economic "reset" had gone viral,[14] as it reignited fervor over the Great Reset conspiracy theory that had taken on a new life with the launching of the forum in May.[70] By November 2020, Canadian conservative political commentators such as Ezra Levant and politician Maxime Bernier, who lamented on his webpage on November 17 that he was the only Canadian politician speaking up against the globalist threat with Trudeau as the "world's most prominent defender" of this Great Reset,[71][45][46] along with Pierre Poilievre, an MP,[72] were cited in the media for criticizing Trudeau's speech. They claimed the rhetoric resembled that of the Great Reset conspiracy. On the speech, conservative commentator Spencer Fernando stated that, "We want our lives to get back to normal… Instead they offer only more fear, more control, more centralization, and a reshaping of our lives and our economy without even asking us."[43] When Poilievre circulated a petition to "Stop the Reset", Le Devoir headlined an article saying that the Conservative Party was embracing conspiracy theories.[43][70] The Toronto Star editorial board criticized Poilievre for "giving oxygen" to the baseless conspiracy theory,[73] with some suggesting his post was related to a possible federal election.[45][43]

On December 13, 2020, Australian advertising executive Rowan Dean promoted the conspiracy theory on Sky News Australia, claiming that "This Great Reset is as serious and dangerous a threat to our prosperity – to your prosperity and your freedom – as we have faced in decades".[74]

The conspiracy theory has also been disseminated by Russian propaganda outlets. According to Oliver Kamm, in an article for the CapX website: "The propaganda apparatus of the Putin regime has for many months published wild allegations from obscure bloggers that the Great Reset is code for oligarchs to amass wealth and control populations."

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- Their at a 3 billion valuation without building anything (kinda like Nikola Motors)

- The only difference between them and other conservative social media sites like Gettr or Parler is that it is lead by Donald Trump who is 75, overweight, living on a junk food diet and in many legal battles and loans (stress) which means a heart attack could be coming any day and the second he's gone there is no star power or difference between it and the other sites.

- None of the big tech companies will do business with him especially after he just attacked them in his pitch deck. If none of these companies want to work with him he will have trouble with advertising, cloud services and app/web stores.

- Many banks have already cut ties with Trump after numerous failures on his part to repay loans so he will have a hard time finding anyone willing to lend to his company or provide any vital financial services to his company which will be necessary if they want to achieve any of the stuff they are promising in their pitch deck.

- Not many mainstream celebrities will join this site because of fears of being blacklisted or canceled. Also they can already reach large audiences on the traditional social media sites.

- The site will become to niche and filled with mainly Q followers and the devout Trump supporters meaning content will only be focused on politics mainly. No democratic or left leaning people would join the site which is roughly have of the US population. Also on other conservative sites like Gettr or Parler many conservative users found that it wasn't as fun as FB or Twitter because they couldn't "troll leftists or liberals".

- More generally speaking in terms of the social media industry we just saw how large the affect of the Apple privacy update had on social media companies revenue.

- From seeing how Trump operates his businesses in the past, we will probably see his kids giving high ranking positions and fat paychecks for little to no work. As well, we will probably see Trump receiving large amounts of many from the company bank account even before the site is live as many of his debts are coming due soon.

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Fucking hate paywalls, here is the content: (It's long and boring)

Tldr; A lot of hearsay and typical TSLAQ stuff, but nothing substantial for the stock price.

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>Randeep Hothi was driving north on California’s Interstate 880 in April when he spotted a red Tesla Model 3. The sight was unremarkable—in Fremont, where Hothi’s parents live and Tesla has its auto plant, the electric sedans are everywhere—but this particular vehicle stood out.
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>It had manufacturer’s plates, suggesting it was a prototype of some sort. More conspicuously, it also had a camera mounted on a custom tripod rising about 5 feet above the trunk. A second camera inside the cabin pointed at the steering wheel and center console. Two passengers rode in back, behind the driver.
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>Hothi instantly surmised what was happening: Tesla was filming a demo, likely related to the Autopilot driver assistance technology that Chief Executive Officer Elon Musk had lately been talking up. Hothi tucked his white Acura in behind the sedan and started tailing it.
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>He isn’t a cop or a private investigator, and though he’s sold shares of Tesla Inc.’s stock short, he’s not a professional investor, either. Hothi is something much more dangerous: a grad student with a Twitter account. For the past few years, he’s dedicated much of his free time to the idea that Musk isn’t the successful technologist he’s widely considered to be.
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>In Hothi’s mind, Musk is an epic fraud—“the Ed Hardy shirt of tech visionaries,” “the Jar Jar Binks of technology,” or “a cross between Elizabeth Holmes and Donald Trump.” Hothi has taunted Musk about weight gain (“Is Elon lactating?”), said he benefited from apartheid in his native South Africa (“Didn’t your dad pay for your whites only schooling with his emerald mine money?”), and predicted his imprisonment (“You’ll have more reading time in jail”). The vitriol mostly stays focused on Tesla, not Musk’s other ventures—the spaceflight company, the brain-implant company, the tunnel-drilling company with the branded flamethrowers.
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>With more than 30 million Twitter followers and a steady stream of YouTube videos and podcasts from Tesla lovers around the world, Musk has plenty of fans to take his side. They shout down the gentlest critics on social media, have been known to bring doughnuts to employees during end-of-quarter pushes to get vehicles out the door, even volunteer to talk new owners through the bells and whistles. “Huge thank you to all Tesla supporters for helping with car deliveries,” Musk tweeted in September 2018. “You rock!!”
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>Hothi is part of the counterrevolution—an informal yet obsessive global fraternity of accountants, lawyers, hedge fund managers, former Tesla employees, and some randos who just love trolling. For a few years they’ve been posting sick burns and negative indicators in equal measure with a $TSLAQ hashtag appended. They research executive departures, lawsuits, customer complaints, and accidents, adding the occasional allegation of financial chicanery and a passel of puns to suggest that Tesla’s end is nigh. Shortly after the company paid $2 billion for the troubled SolarCity (co-founded by Musk and run by his cousins) in 2016, someone came up with the hashtag by combining Tesla’s Nasdaq ticker with a “Q,” the character markets tack onto a stock symbol after a company files for bankruptcy.
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>Lately, Musk and his company have had the upper hand. Tesla’s share price has more than doubled since October, thanks to a surprise quarterly profit, January’s announcement of record deliveries, and the start of production in China. Tesla short sellers lost more than $2.8 billion in 2019, according to Ihor Dusaniwsky, a managing director at analyst S3 Partners, and have already lost about that much in 2020. Some within TSLAQ have abandoned the cause. One tweeted that he “lost the vast majority of his net worth” betting against Musk and bid farewell with a series of GIFs from The Simpsons. Musk, always prepared for a victory lap, tweeted a link to Lena Horne singing Stormy Weather on Jan. 14. Hothi declined to say how much he’s personally bet against Tesla, except to say, “I look forward to making use of the capital loss carryforwards.”
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>But with Tesla, the next backlash is always right around the bend. In November, TSLAQ crowed when Musk unveiled an electric pickup called the Cybertruck and its “bulletproof” glass proved extremely vulnerable. “Watching serious people try to pretend like this #cybertruck isn’t Elon’s ‘emperor has no clothes’ moment will be fun,” wrote TeslaCharts, a prolific and widely followed account. (The stock price fell 6% the following day.) More recently, the National Highway Safety Administration said it would evaluate allegations made in a petition: The complainants say a Tesla defect can cause unintended acceleration. Tesla responded in a Jan. 20 blog post that “this petition is completely false and brought by a Tesla short-seller.” Days earlier, on Jan. 15, Tesla had overtaken Apple as America’s most-shorted stock, according to S3 data. The company is slated to report its latest quarterly earnings on Jan. 29.
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>Fearing reprisals from Musk, for whom no critic is too obscure, most TSLAQ types tweet under noms de guerre. Hothi’s is “skabooshka.” Although he speaks five languages, the alias has no special meaning. “It’s like a stupid sound,” he says. “I wanted ridiculous and enigmatic.”
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>That day on I-880, Hothi followed the Model 3 for a half-hour, snapping photos with his phone as it traveled along the East Bay’s industrial spine. The car went through a toll plaza, onto the Bay Bridge, and ultimately to Treasure Island. On April 18 he posted the photos on Twitter, along with some bearish analysis. Hothi knew Tesla had invited investors to its headquarters the following week for an Autopilot presentation. The sighting of a demo car just days before the event, Hothi argued, proved that Autopilot—“slaughterpilot,” in TSLAQ parlance—wasn’t fully baked. The investor day, he predicted, would be “saturated with false promises, misleading suggestions, and lures to credulity.”
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> Two days later, Hothi learned, to his surprise, that his real name was all over Twitter—and on a restraining order, to boot. No one served him in person, but the day after he published his tweets, Tesla lawyers had gone to a court in Alameda County and told a judge that Hothi had “stalked, harassed, and endangered” the employees in the Model 3. Tesla claimed that Hothi had been “swerving dangerously close” to the vehicle and that its employees had feared for their safety. The company also alleged that Hothi had hit a Tesla security guard with his car at the Fremont factory two months earlier and that he’d placed a portable camera mounted on a utility pole outside the factory in 2018.

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>#garajkumandasıkopyalama

Hey there! Trying to create a hashtag? Make sure you use the '' escape character like this:

\#garajkumandasıkopyalama	

By itself, the '#' character will turn your text into a header!


^Hashtags ^fixed: ^483 ^| ^Sub ^with ^most ^fixes: ^r/apple ^| ^See ^how ^people ^are ^using ^this ^hashtag ^on ^[Twitter](https://twitter.com/search?q=%23garajkumandasıkopyalama &src=typd&lang=en) ^and ^[Instagram](https://www.instagram.com/explore/tags/garajkumandasıkopyalama /?hl=en)

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|Company|Symbol|Price|Change|Change%|Analytics| |:--|:--|:--|:--|:--|:--| |Yahoo! Inc.|YHOO|27.10|+0.28|1.04| HOVER: More Info |Twitter, Inc. Common Stock|TWTR|14.98|+0.58|4.03| HOVER: More Info |LinkedIn Corporation Class A Co|LNKD|101.79|+0.81|0.80| HOVER: More Info |GoPro, Inc.|GPRO|10.59|-0.80|-7.02| HOVER: More Info |Chipotle Mexican Grill, Inc. Co|CMG|448.81|+7.88|1.79| HOVER: More Info |Apple Inc.|AAPL|94.27|-0.72|-0.76| HOVER: More Info |Tesla Motors, Inc.|TSLA|143.67|-4.58|-3.09| HOVER: More Info

^^Quotr ^^Bot ^^v1.0 ^^by ^^spookyyz

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Recent Tweets
can have circles pweaseeeee🥺 @Twitter
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So then @tedcruz should set an example by getting off all social media, including @Twitter. But we all know that coward won’t. https://t.co/rDpeX94fjZ
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For some reason, 2 days ago, @Twitter stopped showing me any notifications neither or my phone nor on my laptop. Slightly annoying not being able to see whether or not someone has replied to smth I tweeted.
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I was trying to know who - out of my following list - changed their name to 'Based on your feedback'. @twitter you guys know anything about UX? 🤔
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There’s a fake account of mine, and I have also been blocked from seeing it. It’s handle is @dai__le. Please report to @Twitter. The fake account is tweeting sensitive content as you can see below. #faketwitteraccount #daileMPforFowler https://t.co/7L3nongVtr
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What an awesome spaces with the @aimoonbirds community 🔥❤️ Let's do a follow 🚂 and blow up @Twitter 🚀 #aiartcommunity https://t.co/GTH5sHj5pU
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At the NRA convention, Ted says the reasons for mass shootings are absent fathers, declining church attendance, social media, and video games. https://t.co/ZdXYXOKD5H
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🤣🤣🤣 @Twitter care to comment?
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Dear @Twitter such a shame that this abusive account is @verified. Please do the needful and make Twitter a clean space with no such suffocating idiots. Please make a human check compulsory for @verified accounts. No such people should make through verification.
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Dear @Twitter I think it’s time you @verified @labourpartyng before many other fakes spring up. Labour Party is the new voice for Nigerians who want a change through Peter Obi.
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Will she be banned from Twitter now? https://t.co/zNc71BLqUB
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New Listing on @BitMartExchange 💥In 6 Days, #Merge a #H2U token Powering great utilities such as @rocketbotpro a Social media payment gateway w/ gaming system! #Rocketbotwallet a wallet app on IOS & Android linked to @Twitter & many more $Merge https://t.co/BIN8GEMiGO https://t.co/fSaYJZmSPA
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Even @twitter knows transsexuality is an actual mental disorder. Nice try again, but Tranpa wins:) Have a nice day. https://t.co/5AoAMX8q2v
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Rana sanaullah u coward bastard u brutally attacked innocent Pakistanis and till now charged five firs against me in different police stations I dare and challenge u to charge fir against me in every police station but be ready for the revenge as I will take u to hell INSHALLAH
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Dear @Twitter the following @verified account of @Shiffa_ZY is spreading a fake news to create anarchy & chaos by using an old clip https://t.co/QL4WLVBJSM There are several people replying with correction but the user not removing it due to vested interest. Please do the needful
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The SEC has become 💯 political and cannot be considered and independent watchdog of Wall Street. Do you really think if it was Bill Gates and not @elonmusk trying to buy @Twitter the SEC would be this concerned.
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#DAHYUN is currently the MOST Talked Topic on @Twitter right now! 🎂 📺 Watch her cover of "Monsters" here: https://t.co/9JBYlhVY12 HAPPY DAHYUN DAY #GotACrushOnDub #다현이처럼_푸르른_오월 @JYPETWICE https://t.co/90jOOBDnB4
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The SEC sent a query last month to Elon Musk over how he disclosed his major stake in Twitter — the clearest signal yet that the regulator is scrutinizing his efforts to buy the social network https://t.co/2Y3KJIgqpd
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Well-connected elite says, screw Democracy. No one is surprised... Twitter director Egon Durban won't leave the board after shareholders voted to boot him https://t.co/EupcKgMKfB
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Not Palestine and certainly not Kashmir!! Can you guess what place is this? https://t.co/QT08nw54ZB
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Deare @Twitter we are concerned citizens of Nigeria, our basic obj is to protect d life of Nigerians and ensure good use of social media, @renoomokri as a popular lawyer has been using his handle to incite ethnic cleansing against Igbo people, and we ask you to block his handle.
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So... @WhatTheTrans just got suspended from Twitter, and we have no idea why. @Twitter, WTT just happened? We did nothing wrong, maybe give it back? 😬😬😬 @ trans twitter, please RT and bother Twitter about it if you can, we would appreciate it 💔
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🚨 Twitter has censored + suspended a #Texas doctor & suspended her account: Dr. Kat Lindley (@KLVeritas) for tweeting medical commentary about @PAlexanderPhD’s podcast. @Twitter is in direct violation of @GovAbbott’s #HB20 law that protects her rights. Texas attorneys needed.
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Can some IT expert explain how a tweet gets thousand retweets in a seconds with nominal following? I’m really curious to know 🤨🧐@Twitter
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