9 9 correctly predicted forecasts
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Trump Talks, Twitter Wins

The theme for the next four years is that Twitter (TWTR) wins every time Trump talks whether via a press conference or a tweet. 

In the press conference today, Trump again mentioned lowering drug prices via negotiations that will lower government drug costs by the billions. The statement led to several tweets including the one below from the Allergen (AGN) CEO addressing the issue. 

Everybody can debate the impact to the biotech sector, but no question exists that Twitter benefits as corporations quickly look to using Twitter to respond to policy proposals from Trump. Don't overthink it, buy Twitter still trading near the lows. 

Disclosure: Long TWTR

  • 9 9 correctly predicted forecasts
    Mark Holder
    forgot to add that CNN owned by TWX got the Fake News label today. If not for the T merger, TWX would probably have some downside.
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  • 20 20 correctly predicted forecasts
    Chris Lau
    Mark, CNN's an embarrassment for TWX
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  • 20 20 correctly predicted forecasts
    Chris Lau
    Time that the US Gov't nationalize TWTR and take it private ...for $25/sh!
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