Brian Earl Spilner said:

---

Brian Earl Spilner said:

---

Got a little nervous, sold all my remaining SOXL

Took a hell of a nice profit on it the last few days.

---

Looking like a good decision.

---

Nevermind. I dunn f'd up!

$MVIS

ProgN said:

---

HoustonAg_2009 said:

---

For us "non day traders" I'm Putting together some notes based on the frequent posters for mid/long term stock buys that have recently been mentioned. Feel free to correct / add.

MU - Buy now and hold long term
POWL - Buy now and hold long term
NKE - Buy if it touches 60s
ARM - Buy if it touches under 100
DELL - Buy now and hold long term

This should be fun…..

---

I think POWL tests the 200 dma, $200ish
I think DELL tests $93 area

WING below $250, I'm a buyer
AMD near $100, I'm a buyer
I like SMR in this current area, but it's a swing, not LT hold

VRT under $100, I'm a buyer
VST at $100, I'm a buyer

Will add more later, but dealing with a 9 yr old boy at the moment.

---

WING is getting close to that $250 point

Heineken-Ashi said:

---

Watching SNCY - Stock Markets - Page 6787 | TexAgs

Looking for it to hit $18.75 - $19.50 range. But since it's an ending diagonal, I'm probably going to grab a starter position today, as you never know what will cause the sudden top off and reversal, or when. With minimum target for the reversal being $15.10, the reward from having $17.50 puts would be $2.40. And since I don't play if I can't get a 2x, I need $1.20 MAX contract pricing. If I can get that today with April expiration then I will likely grab a quarter size position.

And for clarity, here's how I do sizing. You will see me use these terms for my plays. Want everyone to know what I'm talking about.

Full size: 2% of my account
Half size: 1% of account
Quarter size: 0.5% of account
Lotto size: 0.25% of account
Half-lotto (gamble): 0.1%

---

Let's ride

look out below!

goodness... bout to get stopped out of my POWL, PLTR, and SPY

Just going to be me and my O&G stocks sitting on the sidelines soon.

Those VIX calls probably paying big

Damnit, I almost jumped in on these yesterday after asking you about it. Glad you're back on top.

Brian Earl Spilner said:

---

Brian Earl Spilner said:

---

Brian Earl Spilner said:

---

Got a little nervous, sold all my remaining SOXL

Took a hell of a nice profit on it the last few days.

---

Looking like a good decision.

---

Nevermind. I dunn f'd up!

---

Nevermind.

That can be a bottom in UPST. If so, it should see $105-$110 in the coming 1-2 weeks.

The issue is, it could also continue down to as low as $68 and STILL have its upside potential for $115.

So there's not a clear low risk stop here unless you are willing to swing in and out every time it stops and forms a new low.

Out of all but 1 of 3/21 put. Hopped in some calls

HoustonAg_2009 said:

---

Team,

When do we start creating a position in TTD? It's getting tasty….

---

I looked them up on SA and went to their website and I still can't tell you what they do. Is there a core business there?

Digital marketing and one of the biggest players in the online ad space.

AgPT06 said:

---

Digital marketing and one of the biggest players in the online ad space.

---

As a digital marketer, they are the absolute gold standard for awareness and consideration level media buying.

In on TTD.

Ags2013 said:

---

AgPT06 said:

---

Digital marketing and one of the biggest players in the online ad space.

---

As a digital marketer, they are the absolute gold standard for awareness and consideration level media buying.

---

Thanks for your contributions! I appreciate comments from those in industries I'm not familiar with.

AgPT06 said:

---

Digital marketing and one of the biggest players in the online ad space.

---

Honest question - The ad space has been absolutely killing it for years and has been one of the best benefactors of AI. But if the consumer, who is cash strapped, in debt, and has maxed credit, starts to pull back, do the companies running ads see that weakness before a recession, or after its too late?

Because consumers pulling back would lead to ineffective ads as the cost of running them and performing all the analytics to maximize them starts to outweigh the effect of them on the bottom line. This is where I personally believe TTD and similar companies might have topped out, and its just too early for the general market to notice the potential deterioration of the forward effects.

Heineken-Ashi said:

---

AgPT06 said:

---

Digital marketing and one of the biggest players in the online ad space.

---

Honest question - The ad space has been absolutely killing it for years and has been one of the best benefactors of AI. But if the consumer, who is cash strapped, in debt, and has maxed credit, starts to pull back, do the companies running ads see that weakness before a recession, or after its too late?

Because consumers pulling back would lead to ineffective ads as the cost of running them and performing all the analytics to maximize them starts to outweigh the effect of them on the bottom line. This is where I personally believe TTD and similar companies might have topped out, and its just too early for the general market to notice the potential deterioration of the forward effects.

---

Category/Industry specific.

Where TTD does it better than everyone else is the break through walled gardens approach. When media buying, a lot of brands spend separately on CTV, OLV, programmatic display, audio, OOH, and paid social which leads to a lot of guessing and assumptions on if you're actually reaching the same consumer across those mediums.

What TTD does better is that they can target the same consumer across all of those with the exception of paid social so that the ad spend is more efficient and you're getting accurate reach and ad frequency that the better brands know what it takes to convert a consumer or improve brand recall.

Ags2013 said:

---

Heineken-Ashi said:

---

AgPT06 said:

---

Digital marketing and one of the biggest players in the online ad space.

---

Honest question - The ad space has been absolutely killing it for years and has been one of the best benefactors of AI. But if the consumer, who is cash strapped, in debt, and has maxed credit, starts to pull back, do the companies running ads see that weakness before a recession, or after its too late?

Because consumers pulling back would lead to ineffective ads as the cost of running them and performing all the analytics to maximize them starts to outweigh the effect of them on the bottom line. This is where I personally believe TTD and similar companies might have topped out, and its just too early for the general market to notice the potential deterioration of the forward effects.

---

Category/Industry specific.

Where TTD does it better than everyone else is the break through walled gardens approach. When media buying, a lot of brands spend separately on CTV, OLV, programmatic display, audio, OOH, and paid social which leads to a lot of guessing and assumptions on if you're actually reaching the same consumer across those mediums.

What TTD does better is that they can target the same consumer across all of those with the exception of paid social so that the ad spend is more efficient and you're getting accurate reach and ad frequency that the better brands know what it takes to convert a consumer or improve brand recall.

---

That's great. But if the consumer in general pulls back and the economy weakens, and less products are being bought within the economy, do ad runners continue to spend with TTD at the same frequency as before? Are they bringing in as many new clients. In general, is their growth slowing? Because their P/E is still ~100 even after the big drop.

Heineken-Ashi said:

---

Ags2013 said:

---

Heineken-Ashi said:

---

AgPT06 said:

---

Digital marketing and one of the biggest players in the online ad space.

---

Honest question - The ad space has been absolutely killing it for years and has been one of the best benefactors of AI. But if the consumer, who is cash strapped, in debt, and has maxed credit, starts to pull back, do the companies running ads see that weakness before a recession, or after its too late?

Because consumers pulling back would lead to ineffective ads as the cost of running them and performing all the analytics to maximize them starts to outweigh the effect of them on the bottom line. This is where I personally believe TTD and similar companies might have topped out, and its just too early for the general market to notice the potential deterioration of the forward effects.

---

Category/Industry specific.

Where TTD does it better than everyone else is the break through walled gardens approach. When media buying, a lot of brands spend separately on CTV, OLV, programmatic display, audio, OOH, and paid social which leads to a lot of guessing and assumptions on if you're actually reaching the same consumer across those mediums.

What TTD does better is that they can target the same consumer across all of those with the exception of paid social so that the ad spend is more efficient and you're getting accurate reach and ad frequency that the better brands know what it takes to convert a consumer or improve brand recall.

---

That's great. But if the consumer in general pulls back and the economy weakens, and less products are being bought within the economy, do ad runners continue to spend with TTD at the same frequency as before? Are they bringing in as many new clients. In general, is their growth slowing? Because their P/E is still ~100 even after the big drop.

---

I know a few at major retailers that work with them directly. I'll ask and find out what they're doing currently.

Woods Ag said:

---

Heineken-Ashi said:

---

Ags2013 said:

---

Heineken-Ashi said:

---

AgPT06 said:

---

Digital marketing and one of the biggest players in the online ad space.

---

Honest question - The ad space has been absolutely killing it for years and has been one of the best benefactors of AI. But if the consumer, who is cash strapped, in debt, and has maxed credit, starts to pull back, do the companies running ads see that weakness before a recession, or after its too late?

Because consumers pulling back would lead to ineffective ads as the cost of running them and performing all the analytics to maximize them starts to outweigh the effect of them on the bottom line. This is where I personally believe TTD and similar companies might have topped out, and its just too early for the general market to notice the potential deterioration of the forward effects.

---

Category/Industry specific.

Where TTD does it better than everyone else is the break through walled gardens approach. When media buying, a lot of brands spend separately on CTV, OLV, programmatic display, audio, OOH, and paid social which leads to a lot of guessing and assumptions on if you're actually reaching the same consumer across those mediums.

What TTD does better is that they can target the same consumer across all of those with the exception of paid social so that the ad spend is more efficient and you're getting accurate reach and ad frequency that the better brands know what it takes to convert a consumer or improve brand recall.

---

That's great. But if the consumer in general pulls back and the economy weakens, and less products are being bought within the economy, do ad runners continue to spend with TTD at the same frequency as before? Are they bringing in as many new clients. In general, is their growth slowing? Because their P/E is still ~100 even after the big drop.

---

I know a few at major retailers that work with them directly. I'll ask and find out what they're doing currently.

---

Thank you. I don't focus as much on the fundamental side of things. So finding out how firms are assessing risks could be big for stocks like this. Much appreciated.

Heineken-Ashi said:

---

Woods Ag said:

---

Heineken-Ashi said:

---

Ags2013 said:

---

Heineken-Ashi said:

---

AgPT06 said:

---

Digital marketing and one of the biggest players in the online ad space.

---

Honest question - The ad space has been absolutely killing it for years and has been one of the best benefactors of AI. But if the consumer, who is cash strapped, in debt, and has maxed credit, starts to pull back, do the companies running ads see that weakness before a recession, or after its too late?

Because consumers pulling back would lead to ineffective ads as the cost of running them and performing all the analytics to maximize them starts to outweigh the effect of them on the bottom line. This is where I personally believe TTD and similar companies might have topped out, and its just too early for the general market to notice the potential deterioration of the forward effects.

---

Category/Industry specific.

Where TTD does it better than everyone else is the break through walled gardens approach. When media buying, a lot of brands spend separately on CTV, OLV, programmatic display, audio, OOH, and paid social which leads to a lot of guessing and assumptions on if you're actually reaching the same consumer across those mediums.

What TTD does better is that they can target the same consumer across all of those with the exception of paid social so that the ad spend is more efficient and you're getting accurate reach and ad frequency that the better brands know what it takes to convert a consumer or improve brand recall.

---

That's great. But if the consumer in general pulls back and the economy weakens, and less products are being bought within the economy, do ad runners continue to spend with TTD at the same frequency as before? Are they bringing in as many new clients. In general, is their growth slowing? Because their P/E is still ~100 even after the big drop.

---

I know a few at major retailers that work with them directly. I'll ask and find out what they're doing currently.

---

Thank you. I don't focus as much on the fundamental side of things. So finding out how firms are assessing risks could be big for stocks like this. Much appreciated.

---

Seems that TTD is good, but who's the best varies based on who's adapting the fastest to tech/legal changes.

Are companies currently exploring other options due to misplaced belief that others are doing it better or is it consumers responding less to adds because of a general pullback in spending?

There is blood in them there streets today.

harge57 said:

---

POWL is certainly getting tempting to double my position and DCA down.

---

I'm out on Powl for now. Stopped out at 187. I'll rebuy once it finds its bottom, but I'm heading HA's advice for now as I just took a good bath on that one.

Now is when you buy SPXL with a tight stop at $182.50 and a looser stop if you can stomach it at $180.75.

SMCI held support so far. Below is the MOST bullish and ideal path. But notice the gray resistance boxes. Hitting it's head anywhere within either of those is possible.

SPY - two paths I'm tracking for this last leg up. Blue is primary and is yet another ending diagonal. Orange is my alternate which is more impulsive.

$598 is ultimate support, and breaking it would open many potentials. Won't touch on those until that path picks up in probability. As of now, still over the highest support zone.

I bought the dip on SOXL. To the surprise of nobody I'm sure.