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Mark Holder

Twitter: Let It Run


Twitter (TWTR) is up 10% on a massive mDAU beat. The company reported 134 million mDAUs versus 126 million in Q4 and estimates of only 128.8 million. The previous largest quarterly increase since the turnaround was only 6 million mDAUs back in Q1'17.



At $38, the stock is still $10 below the highs from last year. Let it run when user growth is finally not an issue.


Disclosure: Long TWTR

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