Reddit Posts
TWLO added into the S&P500 tomorrow. My call hitting or what
THE S&P 500 IS CHANGING: 2 new names are being added to the index and 2 names are being removed
Twilio $TWLO is set to join the S&P 500 on October 6. What an incredible journey for this company
Pre-Market Gainers and Losers for Today (September 25, 2026) 📈 📉
Why did Twilio (TWLO) rip ~24% on Friday?
Wall Street mispriced Twilio as legacy SaaS. Here’s why this week’s earnings beat is only the beginning
Pre-Market Gainers and Losers for Today (August 7, 2026) 📈 📉
Am i going to hear a squeezing SOUN soon?
$TWLO Surpasses Estimated EPS - Beats Expectations - Up 9% in aftermarket
SPX / SPXS Madness | 48K Options Play | Expiring Next Week (Opened Today)
Twilio Q2 2023: A Mixed Bag with Strong Revenue Growth Amid Stock Price Challenges
ARKF response in the week after the Fed interest rate pause
Ark Invest's Cathie Wood is betting big on AI with these 4 stocks—including one that could skyrocket 750%.
TWLO positive EPS negative net income, negative basic & diluted EPS.
2023-03-03 Wrinkle-brain Plays (Mathematically derived options plays)
Hot Stocks: Internet retail stocks fall; TWLO surges on earnings; RNG drops; TA jumps 71%
2023-01-31 Wrinkle-brain Plays (Mathematically derived options plays)
Can someone give me advice on whether any of these stocks are worth holding unto for this year
What is Twilio's (TWLO) moat? What differentiates it from its competitors?
TWLO Stock: Data Suggests A Rebound Of More Than 50% Is Possible.
Next weeks early weeks earnings….puts all around
Atlassian, Twilio, and Cloudflare all down major today
TWLO unjustly undervalued, oversold.
TWLO Super Flying Bear Put Gains, ~150K off PUTS / Short Selling
22K FD Yolo, Earnings Play | TWLO 55.00 P | DKNG 17.00 C
11K FD YOLO, DKNG Earnings Play 17.00 C 11/4
SQQQ 3000 Shares Bought Before FOMC. Sold for 12K Profit
Do you ever re-balance your portfolio? Or do you just hold onto the growth stocks you bought in 2021?
$TWLO is super cheap. Buy now and hold for next earnings (first week of November)
Small Cap Growth Stocks: Which Ones Will Survive, Then Thrive?
Looking for Put-leap targets as insurance against serious recession / stagflation next year
Small / Mid-Cap Innovative Tech bottomed and Mega-Cap Established Tech may fall further?
Explaining to my wife why I bought TWLO at $350 last year and sold at $150 this year
How’d I miss this TWLO dip. Big bargain time.
3 stocks set to accelerate in the next 12-months according to top Wall Street analysts
$TWLO, $DIS and $IRBT Earnings Option WIN 💰💰
Nice TWLO setup. Looking at the weekly 290c
Nice TWLO setup. Looking at the weekly 290c's
Nice TWLO setup. Looking at the weekly 290c
How is $SNOW valued over x2 $TWLO ??? Snowflake profit margin is terrible and revenue is nearly 1/3rd.
How is $SNOW valued over x2 $TWLO ??? Snowflake profit margin is terrible and revenue is nearly 1/3rd.
CRM pulled down all SaaS players. What's WSP play here?
Shorting the Software/Service stocks
There are some amazing opportunities in the market right now
From a technological and financial standpoint Twilio $TWLO looks to have a great opportunity as 10x+. Who understands this company well?
From both a technological and financial standpoint Twilio $TWLO looks very strong (10x+ opp). Who understands this company inside and out?
What stocks do you think will be the next BIG winners?
$TWLO 6 buy ratings issued today... daily RSI less than 30...Overweight $525.00 ➝ $450.00...do for big bounce ....Twilio Stock Sinks on Weak Forecast but Analysts Remain Bullish
TWLO 330 Puts on both Schwab/Robinhood +~350k
$AGC (Grab.com) - a fantastic growth story with 40% short interest.
$AGC - Grab.com 40% shorted SPAC that could present a massive opportunity
Mentions
$TWLO fired so many of my friends so makes sense they are not making money. Those guys stole so many office supplies.
Also TWLO joining S&P500 get in and buy the top
TWLO joins the s&p500 tomorrow!!!CALLSSSSS
TWLO is going on sp500 on 10/6 i think
Your comment didn’t age well, TWLO ran even more
Probabilities have to be at 80-85%+ in order to be a "certainty". Also, go look at NOW, TEAM, ZS, PANW, OKTA, TWLO, MDB, SNOW, DDOG. Valuations were compressed, hit 52 or all time lows in April. The debt heavy infra providers are getting hit more than growth saas because growth saas already compressed HARD. This isn't to say that a 10Y at 5.1% isn't gonna shave a bit of valuation from them in the coming weeks, but when they say that things are "priced in" and why you are always one step behind it is because you see headlines and numbers and act upon said info instead of continuously looking across the entire market to spot what isn't moving the same way as the rest of its sector, and the sector within the market, and the market within macro.
I didn’t believe that. Held PLTR, CRM and Cybersecurity stocks. And also added some MSFT, NOW, ADBE, DUOL, PATH, TTD when they were down big, but trimmed SNOW, TWLO and sold out U and DDOG because they went up too much.
TWLO was my good SaaSpocalypse reversal play
On watch for tomorrow FTNT and OKTA. Both look prime for a breakout. I'm currently in PANW, HPE, PLTR, TWLO, and GOOGL(this shits on thin ice though).
Software bulls gonna get what's coming to them for overinflating SNOW, MELI, TWLO, etc.
Whoever bought TWLO @ $254.50, I wanna thank you from the bottom of my heart!!
NTRA TWLO TEAM CVSA NET HALO All got bull flags, don’t know them…
You all are chasing HTZ and TWLO up 30%
I like SNOW and MDB TWLO also getting a lot of chatter
You really do not need a full time person to maintain it. We did something similar and it just works wonderfully. Companies like Asana are in deep trouble. This does not apply to all SW though some has moat like CRM,TOST, TWLO.
No one talks about TWLO.
Any thesis on TWLO?
TWLO just keeps going up. Good sign for SOUN.
It feels good when shares you have make the top gainers of the day. TWLO up $35.25/sh 23.81% at EOD. Unfortunately, I only have a small amount.
Not as big as some of the talked about gains on this sub, but it's still a good day when shares you have make the top gainers of the day. TWLO up $35.25/sh 23.81% at EOD.
They're in the same space as TWLO too who just crushed earnings last night.
TEAM, TWLO, FIVN earnings blowouts
TEAM, TWLO, FIVN earning rallies leading software rally :o unexpected
I knew I should’ve bought those TWLO calls a few days ago.
TWLO earnings beat maybe ? Software sympathy play ?
TEAM, TWLO, ZETA all mooning, IGV is back on the menu baby.
Finally! TWLO Go my friend! Right to the moon!
Lmao panic buy software TEAM TWLO ROKU FIG
Welp, looks like TWLO had a good earnings report...
Earnings: Long AAPL, Short TWLO. IV is way too fucked for options though.
TWLO going to have a +/-10% move tomorrow.
I want to short TWLO earnings so bad
Just imagine a 1-2% drop on the following day, might ended up 30% or more drop for the industry after this earning call SAAS EARNINGS CALENDAR - Q1/Q2 2026 -------------------------------------------------- COMPANY TICKER EARNINGS DATE (2026) -------------------------------------------------- ServiceNow NOW April 22 (Reported) Microsoft MSFT April 29 Atlassian TEAM April 30 Twilio TWLO April 30 Palantir PLTR May 4 (Estimated) Datadog DDOG May 7 Cloudflare NET May 7 HubSpot HUBS May 7 monday.com MNDY May 11 Palo Alto Networks PANW May 19 Snowflake SNOW May 20 (Estimated) Zoom ZM May 20 (Estimated) Workday WDAY May 21 Intuit INTU May 21 Okta OKTA May 26 (Estimated) Salesforce CRM May 27 (Estimated) Zscaler ZS May 28 CrowdStrike CRWD June 2 (Estimated) Adobe ADBE June 11 --------------------------------------------------
I remember TDOC, ZM, ROKU, COIN, TWLO. All those shit companies I would see on Reddit saying they were going to make it big.
TWLO was like -9% premarket and now is +3.5%. This market is just pure chaos.
Moves today: ANET/AMAT/FROG/TOST/TWLO/ROKU/BROS, also adding more MU shares
Agreed. TWLO has communication technology but the only thing AI it has is a chatbot. Not defensible.
TWLO’s API layer is dfinitely gnna ride that AI wave, bro. CDNS and SNPS too, lol.
Ya know I shouldn’t have said anything because I don’t understand TWLO’s business well enough. I thought it was simply a customer chatbot that could easily be replaced by GPT/Gemini.
Rubrik? I know the stock is covered by JP Morgan but maybe it isn’t large enough to make the list. Yeah, CDNS and SNPS not being on the list while TWLO is. That’s odd.
so GPT killed insurance agents t yesterday..today money managers.. any thoughts tomorrow? $TWLO I am trying...
I work in SaaS and most software Like CRM TWLO etc will not be replaced by AI lmao take this as the biggest opportunity to load up in a lifetime
True I guess that's what had me stuck on individual stock investing. I bought into META, MSFT, NFLX and a few others 8 years ago and feel good about it, but now I'm like ya idk if I would do the same thing and be as consistent with all the headwinds. Whereas, it's easier to dca into an index. People say the prices average out. But, with stocks if you buy at a high point for that month, you still would have to hope that that share that I bought would go back up. I think that's what the basis people aren't considering. I have had some small cap stocks like ENPH PAYC TWLO that never came back from their 2021 highs. My large caps have done well so that's what leaves me on the fence. Along with the fact that having indexes in a taxable account can generate some dividends and extra tax. But, some individual stocks have dividends too, so maybe that's not as negative of a point as I'm thinking. The only other fear is FOMO like missing out on NVDA going to the moon or NFLX maybe doing the same after the buyout. Then me kicking myself. But, I'm guessing it's better to play it safe and steady. I think I messed up by not being consistent and trying to time entries, which is what individual stocks make you do. Because I would wait for those large drops like when MSFT went down 10%.
There's so much more value to a SaaS than the codebase. Even if AI learns to write perfect code: \- Much of the value comes from network effects, i.e. from having other customers on the platform. I own NET (Cloudflare) because 20% of Internet traffic goes through them which gives them unique insight into what's going on in the web. If they see a hacker attacking one client they can block them across all clients. Their sheer size also gives them the scale to absorb DDOS attacks that nobody could absorb on their own. \- Then there are licensing deals with other partners that you could never get yourself, or never get at such a good price. Like, imagine trying to build your own TWLO to send text messages. The code might take you 5 minutes, but you'd be drowning in paperwork and meetings with the myriad of telecoms and infrastructure companies, none of whom would give you the volume discount Twilio gets. \- There's often an ecosystem around a product. Atlassian is one example - there's an entire marketplace of third party plugins. You can configure Atlassian and install the plugins you want. Or if you use AI, then you have to replicate not just Jira/Confluence/whatever, but also the plugins, and you also have to host, test, debug, maintain, monitor, and troubleshoot the thing. It is far from free.
I think you are very correct. I.m so damaged from names like Jack "shroomin" Dorsey's Square, Novavax, TWLO, and more recently LULU with their fall last year. The list is embarrassingly long. Can you share some of your routine on finviz or was there anything specific on finviz that you use for technicals? Just tryin to learn from others.
I feel like it's helped me to my large cap stocks ride out. At times they would dip slightly and I would regret selling, but they would go back up over the course of the next year. The only stocks I regret selling were small cap stocks that went up and never recovered since 2022, ENPH, TWLO, and PAYC. I've learned from this to not fool with small cap stocks lol.
In addition to what other guy said- stuff like WDAY, TWLO, ASAN, DOCU, TDOC and ABNB not SaaS but similarly lumped in there. Several like TWLO, WDAY and DOCU have very decent businesses, Companies I’ve worked in always use them,
For stocks that are a little more risk that haven’t fully exploded from AI yet TWLO, INOD, CRWV, DELL, APLD
AI infra plays and RR Time for TWLO to climb through EOY
Smart move selling underperformers. PYPL and TWLO have struggled with growth and market challenges. Block (Square) has more potential with fintech diversification. Moving to a money market fund like VUSXX is a safe temporary strategy while reassessing your portfolio. Consider more stable growth stocks or broad market ETFs.
> You are right, I did again, as you see another small peak 100K i put into TWLO calls and lost all again. I did almost the same as your original chart during the .com bubble. Don't feel bad. In retrospect it was an interesting experience; and did no real harm.
You are right, I did again, as you see another small peak 100K i put into TWLO calls and lost all again.
TWLO bought during covid high of $430, came crashing down to $40 and now hovering around $100
Maybe CNC and TWLO bottomed..
I began to notice RDDT was flooded with ad and pretty good quality so I figured it would be a beat and raise. When you live and breath investing, even little signals like this becomes data. I would rotate out a little bit of the big names (which happened today) as I think it would be choppy now till end of September. I'll ping you on my conviction ideas but waiting for the earnings season to complete to grasp where it may be overbought or oversold. Micron was the one where there was a bad reaction to earnings and it was easy to see that would reverse very quick. looking carefully at TWLO and TTD.
I just listened to the TWLO call. The reaction wasn’t that strange, I guess. Numbers look great, but once you factor in SBC they’re tossing on employees the fact that they’re actually in the black on a yearly basis is less impressive. Margin pressure and slowing growth on a quarterly basis, despite increasing accounts. Voice growth is very cool and promising in an “AI is actually being monetized” way.. but an analyst during the q&a kind of was just like “what exactly do you guys do?” Since gpt is actually what’s doing the work. It felt weird to me before I listened to and digested the call.
cautious going into next week like an old man. the post ER action on names like TWLO, TTD, LLY, BVILY, SEGL, SG were so fucking weird. these arent tech names but big enough that their PA tells me distribution is occurring on a VERY LARGE SCALE and not accumulation.
Loaded up on LLY, TTD and TWLO today. Missed out on NBIS and AAPL gains. AAPL is a disheartened miss. Sold naked calls over my OTM leaps during earnings. Didn't expect $200 -> $230 this week. Had to adjust multiple times.
TWLO is genuinely useless. This company won’t exist in 5 years. Can’t believe it’s still up here in value?
Why did TWLO dip so hard after earnings? Everything looked good except for Q3 guidance
TTD crashes 30% AH. TWLO down big too AH. I’m overall down big on TWLO but I bought TTd years ago at $25
I’m 90% individual stocks, been picking stocks for 30 years. In the last 10 years my performance is about SP500. It’s fun when you have winners but losers kill you. The volatility doesn’t bother me. 20 years ago I had some mutual funds but it wasn’t moving much so I didn’t have the fun factor. But the truth is it’s not that easy to pick winners all the time. 2 of my stocks got killed today AH, TTD and TWLO. So I am slowly shifting to SCHG/VOO now
TDD, TWLO and PINS all dead. TDD down damn near 30%. Fucking brutal.
*PINS calls = in shambles.* *TWLO calls = melted* *AKAM calls = most likely theta fukt* *Ready = at the bar rn getting prepared....*
Brutal earnings day. TWLO TTD RKLB PINS all hammered
TWLO trying to catch up with TTD 😂
any thoughts in TTD, TWLO, TEAM?
any thoughts in TTD, TWLO, TEAM?
I’m putting about five grand into an at-the-money weekly straddle on each of two: TWLO around $100 and TTD around $88, both expiring this Friday after their Thursday-night earnings calls. That buys me four calls and four puts in each name, so I’m only risking the cash I lay out. The numbers say TTD usually blows past its ±13 percent implied move more than half the time, so I’m comfortable paying for that swing. TWLO clears the same bar only a third of the time, so it’s more of a coin flip unless an activist headline hits. watch Thursday’s morning macro data; if implied vol spikes before the bell I’ll peel off part of the straddles to lock in some vega. During the calls I’ll delta-hedge anything that gaps past break-even and ride momentum into Friday. If still inside break-even by Friday lunch I’ll bail and eat the theta before the weekend.
I survived the 2008 crisis. I didn't have much capital so my losses weren't much, in the few thousands as the market tanked. But I kept buying whenever the market went down. Unfortunately I didn't have too much capital to invest. Citibank went down to 1$ and I didn't even have $10,000 to invest. Tough times. So I would invest like 500-2000$. The lesson from that - when I got good enough capital ploughed that into stocks I had always wanted to invest in TSLA, NVDA, TWLO etc. Some of the best investment decisions come from missing out on good opportunities.
How do you guys fine new plays all the the time?? Sometime old symbols dont work anymore For EX: ROKU/GME/MSTR//BA/TWLO/INTC so Im thinking the only way to explore new opportunities to delete these symbols from my WL??? Others get tripped right at the open when they spike in first 10 mins is how I have been getting trapped.
Anyone have TWLO calls? I think it’s gonna moon
AMAZ bought AMD shares sold TWLO, your puts may not print tomorrow
Bro WTF happened to those RDDT and TWLO pumps from yesterday? Who let the air out?
Probably just this quarter, big bump from Skype being folded up and people pouring all their numbers over to things like TWLO
*I fear for my TWLO calls. Please don't hurt me. I'll bee a good regard. No really.* 
soooo many companies missing from thursday after the bell that are announcing earnings what gives....? OLED, MSTR, RMAX, LUMN, DUOL, ROKU, TWLO
Earnings play ideas Thoughts on TWLO
Gains last week if youd like to know more send me a message TSLA 4/25 275C – +130.77% TSLA 4/25 280C – +100% WMT 2027 85C – +61.78% SPY 4/25 549C – +43.52% DAL 7/18 40C – +41.38% DIS 7/18 90C – +50.62% QQQ 4/24 465C – +76% TWLO 6/20 90C – +20% CAT 6/20 300C – +24% TSLA 4/25 265C – (-50%)
Gains last week if youd like to know more send me a message TSLA 4/25 275C – +130.77% TSLA 4/25 280C – +100% WMT 2027 85C – +61.78% SPY 4/25 549C – +43.52% DAL 7/18 40C – +41.38% DIS 7/18 90C – +50.62% QQQ 4/24 465C – +76% TWLO 6/20 90C – +20% CAT 6/20 300C – +24% TSLA 4/25 265C – (-50%)