Stocks to watch on Friday: Twitter (TWTR) - the stock touched $29 today. Investors might not get a better chance to own the stock at 5x EV/S. More research: Twitter Stubs Its Toe AT&T (T) - the company suggests they'll get 80 million HBO Max subs, but it is highly unlikely with the highest projected monthly cost and so many other cheaper options. The stock might rally next week on the official WarnerMedia event where they'll discuss financial projections, but investors will want to sell shares on any rally. AMD (AMD) - huge buy on the Intel (INTC) news. Intel continues to be lucky that demand far exceeds the market share that AMD is stealing. The rebound in data center demand is very bullish for AMD. The stock appears poised to make a run at new highs above resistance at $34. Disclosure: Long TWTR