 Happy Thursdays. Let's see what we got today. So we got a firm, Cloudflare. A firm actually came out already. It has Zill Group, Aroa, Expedia, Upwork, Dexcom, HubSpot, Callaway, and Bloom Energy after hours today. Yes, the market was crazy today. Look at the market. It's pretty mostly negative for a lot of companies with the exception of like MU. MU was up a little bit, Boeing was up a tiny bit, catalog, and Disney. But even then, they weren't really up up. LU and then down almost 16% today. Jesus. Uber got beat up too. Wow. Damn, man. I got a feeling I might have COVID. Felt like I got it like last Sunday or something. God damn. Oh my God. God to me. It's over. All right. Let's see. Expedia reported today. Earnings per share is down 6 cents as opposed to 67 cents. Sales is 2.28 billion. Miss 2.31. They're up a little bit right now. So the earnings per share is 140% increase. And sales is 147% increase as well compared to the same period last year. But I mean, last year was pretty bad year. So it's not that hard to beat. On a two-year basis, the company is still a lot, $208 as opposed to $124. Oh, nice. Do you got a word of experts? It's pretty cool, man. You must have one of the killer alerts. Did you close something like Monster's Day? Oh, GGPI. I saw it. I see. I see. Good job. Exped is like tips, bro. So if you have like 50 experts, you can go to the X-Trade system like over here. I think it's like either 50 cents or $5. I'm not sure one or the other. And you can use it to tip other people and you can use it to like you can use it to like buy scripts and things like that as well. So Expedia says their total revenue is still down compared to 2019, 17%. And total booking was down 25%. But compared to last year, it was pretty good. We were losing $463 million. They made money this year or this quarter. Hey, what's up, man? Damn. I'm going to go get some water. Dying here. Dying. Yo, has anybody gotten the new Omicron variant yet? Today was wet. Today was pretty crazy. But nothing really unexpected, though. You know, we had the CPI data that came out this morning. Inflation was estimated at 7.3%. And we are getting a 7.5% inflation. So it was much higher than anticipated. And in the market, we acted accordingly to it a little bit, right? But for those people that were in long positions, you should have had an opportunity to get out because we had a pullback at 8.30 to 9. And then we had a nice recovery to where we were, you know, and that would have been a good area to kind of take profit. So the rest of the day, we're going to chop down. I wouldn't be surprised if we revert back to some type of means tomorrow at a higher level before going down somewhere next weekend based on the bad data. Does it usually give you like headaches and dizziness, man? Also, let's check out some of the other earnings we have going on today. Looks like Urban Outfitter reported as well. They said that up 13% from Q4 2020s, sales of 1.33 billion, record sales, apparently. yearly sales is good as well, they said. Let's see how much they were trading a year ago. A year ago, the company was trading on $29 two years ago. The company was also trading around this $29 range. No movement. Oh, Zelo Group reported. Oh, damn. No pump. Let's see how Zelo report. Zelo report Q4 sales 3.8 billion as opposed to 2.78. Wow, that's actually a pretty good beat. They said they beat analysts estimate by 39.57%. This is a 397% increase compared to sales of 788 million. So look, let's see if margin got much better from that sale. I did end up going puts again today around 10-ish and then I ended up exiting around like 2-30ish. Hard to really say. I think to a certain extent, there's some stuff that are priced in, but I don't think it's necessarily fully priced in yet to a certain, you know, we were expecting a 7.3% inflation and we got a 7.5%. So what that means is that inflation has been, hasn't slowed down. In fact, it got even worse and it accelerated at a faster rate. What that means is the Fed now really, really has to reel it under control and what they would have to do in that case would be that they would have to increase, they would be more likely to increase the interest rate by 0.5 basis points as opposed to 0.25 basis points or 2.5 points. Very nice. Congratulations. Watch out for the relief rally tomorrow though, you know, or just make sure you're getting a lot of time. Very nice. Still a lot of people visiting the website apparently. Their loss widened a lot due to home segments. I think they're still selling homes that are lost. Jesus. When your sales go up, but they're going up because you're selling things that are lost. Oh man, that's so funny. That's so funny man. When your sales go up, but it's because they're also selling them at a loss. At least the stock is running a little bit because we did set up a lot for it for the account challenge and let me see. So looking for a move between 55 plus. Ideally, pretty much anything 55 plus we should be good. Ideally 58 to $60 range is a profitable point. So we'll see if we'll get there tomorrow. I hope nobody actually, I actually hope nobody like read the report that they're actually selling homes that are lost because their sales increased dramatically, right? Like look at the revenue 391% increase. That's amazing for anybody, but you know, for any company that would have reported these results, those are amazing results. Except for this company. It's not so good. They also said 75% of recent home buyers have regret, have regrets about their new home. Ah, wait till, wait till like a year or two later when their home value gets slashed, then they're really going to regret. Thank you for grabbing lottoes for Shopify. Not a bad idea. Not a bad idea. Upstart. Upstart is kind of like a firm. You know, they're both in that like loan and things like that. And like those companies aren't actually profitable. It's actually, I think this is actually mighty risky. Tending a cloud flare. I think they'll report today, don't they? We'll take a look. Let me see if I can find it. So Yelp also reported today, EPS was 30 cents. It's supposed to 14 cents. Sales is 273 as opposed to 272. 11% increase compared to last year at the same quarter. And 17% increase in sales compared to last year at the same quarter. So not bad. Cloud companies aren't doing good today. Yelp says 4 year, 22 net sales. Expecting 1.16 to 1.18. Gold Daddy also reported today up about 5%. earnings per share is 52 cents as opposed to 41 cents. Sales is 1.02 billion as opposed to 970. So it's only 8% increase compared to last year. In EPS, 16% increase in sales compared to last year. Where's the company trading at? Yelp, Mad Lowe compared to last year. Even two years ago was Mad Lowe. Huh. So maybe another buying opportunity. It's been doing pretty good. Last year was trading around $90. Two years ago, it was trading around the $75 range. So they just had a really good quarter. Oh, buy the dip. $3 billion share we purchased plan. I wish I had more money to buy the dip. This is pretty bullish. Pretty bullish here. Next quarter is a little bit lower. Kind of in line with the estimates. Full year 22, they expect to pull about $4 billion, which is pretty good. As opposed to 3.82 for this year. Gonna get a lot of free cash flow. Invest the day coming up tomorrow. Stock split, stock split, stock split. No, no stock split right now. But actually, this is a really good earnings right here. So they just beat top and bottom. They still made more money than last year, the same quarter. There are e-commerce slash website company. So they're not heavily affected by stocks, by the COVID situation, things like that. Not as much. They've been growing pretty well. And the most bullish thing here is that they just announced a $3 billion share we purchased program with the intent to launch $750 million in the first quarter, right? So now this company is only $12.45 billion. So even like $750 divided by $754, that's like 6%. So just on that alone, the company will go up 6%. If they use the whole $3 billion, that's gonna buy back a majority of the market share. So look for opportunity to buy the dip tomorrow anywhere from 74 to 76. It's a really good buying opportunity. I think it's a big sale. If it drops in the next few days due to market conditions, to like the support around 68, 69 to like 65, I think that's another interesting buy. You could easily see it come back to 80s just because of that great earnings and just significantly cheaper than last year's price, man. Ridiculous. And guidance is pretty in line too. So it's rare. It's rare to see that sometimes. Cloudflare. So let's check out Cloudflare real quick. Freshworks reported as well. Where's Cloudflare? Oh, right here. Cloudflare's earnings per share is zero, which means it's flat up about 6% after hours. Sales is $193 to $184. So this is a 53% increase compared to the same period last year. Company was trading around $92 a year ago and about $15 two years ago. Well, $15 two years ago. That's a 10x. The company went 10x. What the hell? Hung up. Oh gosh. This company went 10x from two years ago, man. Price to sales ratio is 60 times. This company is trading at 60 times price to sale, trading at 5,000 times price to earning. Tangible book value is only $259. The hell? Biggest scam ever. Four quarter revenue total $193 million. Representing an increase of 54% year over year. Fiscal year 2021 revenue total $6.56. So have about 52% increase year over year. They said they have a great retention, chief operating, record cash flow. Wait, is Cloudflare the company that hosts is like TikTok? Yeah, I remember Fastly originally had the contracts, but Trump took away the contracts from them. They made him cancel the contract or something. And that's why Fastly got Dunzo. Oh, DDOS protection. So it's like cybersecurity. Oh, they're still struggling to hit profitability. Full year net loss was $260 million compared to $119 for 2020. Hold on, this is weird. They lost more money than they did in 2020, but sales has been growing. How much did they make this quarter? $193. So next quarter, they're looking to make $205. Full year, they're looking to make only $927 to $931. That's actually kind of bearish, because if you take $205 times four, right? Actually, that's $800 million. So actually, they're looking to make more and more money. I fetched up the map there. Revenue year ended 2020 versus 2021. Marketing costs went up a lot. R&D. Admin. Net loss. I'm not sure what I'm missing. Something doesn't make sense. They have more cash on hand though. A little bit more. I'm not sure. I have no clue what I'm missing. Something doesn't make sense there. Mohawk also reported earnings today. $295 as opposed to $287. Sales is $276 as opposed to $272. 16% decrease compared to the same period last year and 4% increase in sales compared to last year. They just approved another $5 million share repurchase program. Wait, what? So that's about 5%. A lot of companies find back their stocks. What is Bo Yar? So this company is coming back to is 2020-2019 levels. Pretty interesting support there. Can see a little bit move as they're buying back their own stocks, which is a pretty good way to drive momentum into the company. BRK buying back their shares too. I haven't seen that lately actually. But that would be interesting. Oh no, Zendesk missed. And they still went up after hours. Noice. Let's see what they said. So Zendesk earnings per share is 16 cents as opposed to 18 cents. Sales is $375 as opposed to $369. This is 45% increase in EPS compared to last year and 32% increase in sales compared to last year. Now year ago, company was trading around $159. Two year ago, company was trading around $92. So actually came back to that support range recently around 92 area. So this is one of my favorite companies for a while. They said today Zendesk board rejected unsolicited non-binding acquisition proposal form from private equity firm. So they said they determined that proposals significantly undervalued Zendesk and it's not in the best interests of shareholders. They said the board of directors we see but thoroughly review and rejected unsolicited proposal from an all cash transaction value at 127 to 132 per share. In connection with the proposal, the board of director issued the statement. They always open to all opportunity maximizing shareholder value and it's fully committed to acting in the best interest of this interest and all the shareholders. The board anonymously recommend they vote for proposal through the issue in connection with the transaction shareholder meeting on February 25th. Oh, so I think they actually released that news and when they released that news, they actually jacked the stock up a lot from $100 to almost 119 because usually the algorithms could be picking up that it was looking to get a buy out. So sometimes the algo pick it up. It could just do an auto buy and that could automatically jump the price up like this. But if they're saying they're going to reject the offer, then it could potentially come back down a little bit. I mean the company sales is still doing good. The data is still doing good. So it's going to be interesting to see how that play out. Stock split, stock split. Next quarter is going to be a little bit higher than this quarter. Looking at some losses though. Four year revenue at 1.67 to 1.70 as opposed to 1.69 Has net gone up higher? Not much. Wafer, what's up man? Thoughts on BBIG? Isn't that like a Bitcoin mining company? I think they're all pretty speculative. It's going to depend on a combination of things between you know how Bitcoin and crypto are doing and how much hype they can generate. I feel like, oh there we go. Upwork also reported today. Die. Oh it's actually dying pretty hard this year. It's coming back down to some normal levels. This used to be like an eight sub ten dollar company. Now it's trading at 26 plus. Yeah, it'll depend on what the analysts say man. But honestly it wasn't like a crazy crazy earnings on there. They didn't blow out the water and you know they're not making like crazy profitability either. I think the the best earning I saw today was probably the gold daddy earnings. That was a pretty good earning with the stock buy back and everything like that. Oh Twitter, I think Twitter FE, I don't see FE here. Let me see. Twitter reported this morning. I'll work out you your job? How? Tell me more about this man. Is it really legit? Yeah I checked the website out before. Twitter earnings was a miss today actually. Wow. Twitter was up, ran up to 41 dollars and then gave it all up, came down to 36. Whew. I think I'm getting beat up man. So Twitter miss, sales was a miss. So top and bottom miss, double miss. Compared to last year was a decrease, sales was increased. They said they see Q1 sales at 1.17 to 1.27 as opposed to 1.26 estimate. Compared to this quarter it's going to be a lighter quarter as well. They said they are seeing some monetizable daily active user growth of 13%. So apparently the revenue is up 37% for the year. No stock split. So trading a lot lower compared to last year. Last year was trading at 60-70 dollars. Two years ago was trading around this $37 range too. So it's kind of like Facebook. It came down a lot coming back to this range over here. Social media? No, you mean just this company alone. The recent change through Apple really messed them up. I think the recent change through Apple messed up all of them honestly because it seems like Apple is going to monetize the data for themselves or something and they just don't want other people to do it. Some hubs. Let's look at hub earnings. So I was actually expecting to really get earnings out of hubs. I was looking for them to come back to 600 plus. Let's see what it says. It said total revenue was up 47% compared to Q4 2020. So subscription revenue was up 47%. Full year, 47%. Pretty consistent. Operating margin was 4.2 compared to 5.9. So negative 4.2 as opposed to negative 4.9. I mean 5.8. So they're losing less money than they were before or so they said somehow. Yeah for the year they were for the year. So they said next quarter they're looking at they're looking at 234 to 242 as opposed to 2.39 sales is going to be 1.72 to 1.73 as opposed to 1.68. I mean 1.66. So that's pretty good guidance. Top and bottom beat and guidance is pretty strong for the year and guidance is pretty good for next quarter. So it's not a bad earnings if market is bullish. It could have a recovery. It is at a double top for the day here that had a double top from 1030 to right now. So could see some some ejection here if it doesn't break above. Unfortunately I didn't plan anything for it so I was just watching on the sideline on this. But it would be interesting to see it come back to this 605 levels. But if market if market doesn't recover tomorrow then no chance of recovery. Reverse W. Play mobility reported. The income is horrible but yeah that's pretty much AEHR. Must have hit one of the support lines today or something. Oh hit the resistance line. Dang. I was too shook to buy this but it looks like it had a nice recovery. Yeah let me take a look at spy and I'm going to end it. Not feeling too great today. We did hit a little bit of a line here. So actually didn't even realize we hit it. So we talked a little bit about double bottom to the double top before we ended the stream yesterday. And remember we were talking about how we had this possible double bottom here. We had the double top. So naturally when something like this plays out you get a little bit pullback. So obviously I wasn't expecting a full pullback down here but I was expecting at least half a pullback because usually you get that over here. Over here you had a double bottom. I mean you have half a pullback right. So over here we got a little bit more than a half a pullback. We got almost a pretty full pullback to the bottom of the trend line here. So this is a good area. If this area continues to hold position then this is a good area for potential that can bounce right which would mean that you know that can bounce from here. It's also heading my MOB line too so which is another good area for dead cat bounce. If dead cat bounce from here we could potentially see 452 at some point tomorrow. I don't know if we'll see the full like 457 but there's a good chance we see 451 to 452. As long as we stay around this range now SPI is follows the future as well right. So that would mean the future needs to chop. I mean this could be a move that happens overnight too. You know it could happen overnight when we move up here open here and then you know come back down but I actually think we could potentially like go bearish because yesterday we actually you know we actually closed on a bullish zone right. You know this is a bullish candle yesterday so we had the doji we had the reversal to the upside building the foundation and then today we have another doji so usually when you have another doji I think we I forgot where we circled it. Oh we said that we said that naturally when you have a big green candle like that it naturally when that reverses you usually you know continue to go up a lot more so like these over here boom boom boom boom boom like naturally it goes up but I think this time it's going to pull one of these where it comes back down so that's what I'm looking for to come back down to this 427 range but I'm not actively trying to short it there either you know but I'll show you this chart what I'm talking about. Tesla is also it's also kind of testing the MOB line a little bit uh could potentially be be like setting a trend line from here to here you could kind of draw it there but if it breaks let's look at the half-day time frame half-day time frame is looking kind of bearish um daily time frame it's also looking kind of bearish like we could potentially see Tesla around the like low 800 if market continue to to go bearish but Tesla is not a stock that I would openly like take a naked short on it either you know it's it's moves big when it does but me personally I probably play a butterfly or I'll play a spread on it but um I think I'm gonna end it here my throat is getting pretty messed up um I don't know if I got the Omokron or not from from like going out last Saturday but I think I do feel kind of sus not really feeling uh not really feeling today take care guys and have a good night thanks for stopping by we'll be back here tomorrow to check out some of the other earnings like under armor and stuff like that and we'll see how the you know we'll see how the market play out yo all right take care guys my nuka honey I actually do have that I do have some nuka honey I'm about to go go um make some ginger tea and and play with that thank you