Colin's Posts | Commonstock

$16.5MFollowers

@dblplay01/22/2021

Both Fastly & Datadog have been consolidating around the $90 price range since Q2.

$FSLY reported disappointing Q3 earnings with annual revenue growth at 42% after their largest customer, TikTok left their platform. Q4 will be the first earnings after their Signal Sciences acquisition. Additionally, 5G rollout is gaining acceleration with airwave auctions happening globally. 5G should really enhance growth of Fasly's Compute @edge platform.

$DDOG beat Q3 revenue estimates, growing 61% y-y and guided inline to expectations, but sold off down to $80/share. $SPLK has been aggressively acquiring companies like Plumbr, Rigor, and Flowmill in Q4 to build out its observability suite.

$FSLY closed today @ $104.13

$DDOG closed today @ $103.34

Which stock ends higher in price at the end of 2021?

@kckc01/22/2021

i sold fsly and kept ddog

+ 7 comments

Colin

$16.5MFollowers

@dblplay01/05/2021

Time for $LINK to Rally?

With Ethereum now leading (over Bitcoin), I'm eyeing some Alt cryptos. $LINK.X monthly chart looks beautiful and could easily be a 5-10x move in the next couple of months.

Nathan Worden

@nathanworden01/05/2021

Interesting, I would love to hear more thoughts on what you see as Chainlink's place in the crypto ecosystem, and why it satisfies a niche that Bitcoin and Ethereum don't/can't.

I am a proponent of Bitcoin as a sovereign store of value whose money supply can't be manipulated by a central bank, and I also own some Ethereum because of the thesis of 'programmable money' and the developer activity building on that platform.

To get interested in Chainlink, I would need to understand the investing thesis is long term, other than 'similar assets have been on a run lately.'

I haven't been looking too closely at other Alt coins, so I'd love to hear anything you have to say about Chainlink.

+ 4 comments