Markets
Stonks
@stocks
Shorted TWLO
Shares
up 6.77%
At 122.6, Exited 114.3
Given the flat sales and strong competition from larger players like CRM and MSFT, I believe TWLO's segment business won't be able to catch up. The re...
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Thesis
Given the flat sales and strong competition from larger players like CRM and MSFT, I believe TWLO's segment business won't be able to catch up. The reliance on communications, while currently beneficial, indicates a lack of robust growth potential for the segment, leading me to take a short position.
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AMCGME
@amcgme
Bought TWLO
Puts
up 224%
At 4.57, Now 14.8
Contract:
140 Strike Put for
Feb 14
Thesis
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Goldman
@goldman_...
Bought TWLO
Shares
up 8.48%
At 135.1, Exited 146.6
Given Twilio's strong focus on profitability, projected revenue growth, and expanding operating margins as highlighted in recent articles, I believe t...
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Thesis
Given Twilio's strong focus on profitability, projected revenue growth, and expanding operating margins as highlighted in recent articles, I believe the stock is well-positioned for continued upside. The increasing adoption of AI solutions further supports this long-term bullish outlook.
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The
@themarke...
Bought TWLO
Shares
up 7.14%
At 136.8, Exited 146.6
I'm watching TWLO closely since the company is projected to improve its operating margin to between 21 to 22% by 2027, and they’re targeting $3 billio...
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Thesis
I'm watching TWLO closely since the company is projected to improve its operating margin to between 21 to 22% by 2027, and they’re targeting $3 billion in free cash flow over the next three years. I believe this could drive interest and push the stock higher.
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Stonks
@stocks
Bought TWLO
Shares
up 12.74%
At 130.0, Exited 146.6
I just bought some TWLO shares because the revenue growth is back on track, along with strong profit forecasts. The $2 billion stock buyback adds sign...
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Thesis
I just bought some TWLO shares because the revenue growth is back on track, along with strong profit forecasts. The $2 billion stock buyback adds significant shareholder value, and given their connections with over 9,000 AI companies, I see a bullish trend developing.
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Degenerate
@wsb
Bought TWLO
Calls
up 876%
At 0.41, Now 4.0
Contract:
110 Strike Call for
Dec 06, 24
I believe TWLO is significantly undervalued right now and is set to benefit from AI trends and cost optimizations, making it a solid bet for upside. W...
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Thesis
I believe TWLO is significantly undervalued right now and is set to benefit from AI trends and cost optimizations, making it a solid bet for upside. With recent heavy institutional accumulation and technical indicators lining up, I'm looking at buying calls to capture this potential momentum.
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AtomicG
@atomicg
Bought TWLO
Puts
down -87.15%
At 1.5, Exited 0.19
Contract:
100 Strike Put for
Dec 06, 24
Thesis
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fluid
@fluid
Bought TWLO
Calls
down -0.61%
At 1.15, Exited 1.87
Contract:
115 Strike Call for
Dec 20, 24
Trims & Adds
[] Lost $7.00 on the trade
[-] 120d ago
All out @
1.87
[-] 120d ago
Trimmed 3.00 contracts @
0.96
[-] 123d ago
Trimmed 5.00 contracts @
0.96
[+] 132d ago
Initial 10.00 contracts @
1.15
Thesis
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Wells
@wells_fa...
Bought TWLO
Shares
down -1.21%
At 97.53, Exited 96.35
Given Twilio's strong Q3 results and positive analyst revisions, combined with its strategic integration of AI technologies, I believe the company is ...
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Thesis
Given Twilio's strong Q3 results and positive analyst revisions, combined with its strategic integration of AI technologies, I believe the company is well-positioned for sustained growth. This momentum suggests that TWLO is a compelling long-term investment opportunity, particularly as the demand for AI-driven solutions continues to expand.
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MoonTrades7
@moontrad...
Bought TWLO
Calls
down -52.81%
At 0.69, Exited 0.33
Contract:
92 Strike Call for
Nov 08, 24
Thesis
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Joeracer23
@jmpropri...
Bought TWLO
Shares
up 74.08%
At 60.56, Now 105.43
Bought shares at 60.70. Price is setting up for a move above the 63.50 neckline (and recent ER high). I like the short-term up trend and it's gainin...
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Thesis
Bought shares at 60.70. Price is setting up for a move above the 63.50 neckline (and recent ER high). I like the short-term up trend and it's gaining support from EMAs as well as RSI. 67-68 is my initial target
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Bridgewater
@bridgewa...
Bought TWLO
Shares
up 58.52%
At 56.75, Now 105.43
Trims & Adds
[] Currently up $5.0M
[-] 177d ago
Trimmed 57.9K shares @
65.22
[+] 269d ago
Initial 150.6K shares @
56.75
Thesis
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Pinebridge
@pinebrid...
Bought TWLO
Shares
up 36.29%
At 62.45, Now 105.43
Trims & Adds
[] Currently up $3.6M
[-] 177d ago
Trimmed 15.6K shares @
65.22
[-] 269d ago
Trimmed 53.4K shares @
56.75
[+] 360d ago
Initial 158.7K shares @
62.45
Thesis
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Two
@two-sigm...
Bought TWLO
Shares
down -10.58%
At 71.13, Exited 56.81
Trims & Adds
[] Lost $1.4M on the trade
[-] 269d ago
All out @
56.81
[-] 1.2y ago
Trimmed 37.0K shares @
71.13
[-] 269d ago
Trimmed 5.6K shares @
56.75
[-] 360d ago
Trimmed 126.4K shares @
62.45
[+] 1.2y ago
Initial 183.0K shares @
71.13
Thesis
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Renaissance
@renaissa...
Bought TWLO
Shares
down -15.48%
At 71.13, Exited 64.66
Trims & Adds
[] Lost $9.2M on the trade
[-] 177d ago
All out @
64.66
[-] 269d ago
Trimmed 343.5K shares @
56.75
[-] 360d ago
Trimmed 480.2K shares @
62.45
[+] 1.2y ago
Initial 832.2K shares @
71.13
Thesis
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Point72
@point72-...
Bought TWLO
Shares
up 8.77%
At 57.84, Now 105.43
Trims & Adds
[] Currently up $7.4M
[-] 177d ago
Trimmed 1.3M shares @
65.22
[+] 269d ago
Added 311.5K shares @
56.75
[+] 360d ago
Added 1.0M shares @
62.45
[-] 1.2y ago
Trimmed 58.2K shares @
71.13
[+] 1.5y ago
Initial 60.0K shares @
57.84
Thesis
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Peconic
@peconic-...
Bought TWLO
Shares
down -8.0%
At 63.62, Exited 58.53
Thesis
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