I actually think something did materially change today. This tweet encapsulates it perfectly, there is a new reality for short sellers.

Even before this news I was getting more bullish on Twitter. They have been shipping new products at an accelerated pace and just at high level we have encouraging growth from the two most critical KPI's : DAU & advertising revenue were up YOY.

Not really looking to overcomplicate things here. I think it's time to consider that the clown car might be starting to turn things around. I will be looking to reread From Good to Great to see if we can draw any parallels from the past as we look at what the future holds for Twitter.