TWTR: The upside is extremely limited. The downside is MAS…

TWTR: The upside is extremely limited. The downside is MASSIVE.

The arbs are long, betting on selling to Elon for cash, and everyone else should be scared.

If Twitter loses its court case against Elon, the stock will drop to the mid single digits, and then the law firms will come out en force to sue the company and it's current decision-makers.

There's about $30 billion at play, in jeopardy of vanishing in an instant, if Elon can somehow convince a court he's right. Not saying that's what will happen; just saying this is no stock for the fient at heart.

$SNAP is used as a judge, to measure just how out-of-whack Twitter's stock price is, with the new 2022 advertising reality.

The DM exchanges (on Twitter DM no less!) of Elon which are now posted on Twitter are hilarious-- includes Calcanis, Larry Ellison, and many others.
The world is becoming absurd, and I think we've reached peak Direct Messaging. The world is learning one by one that conversations need to go back to being private. The blockchain (BitCoin) will only add urgency to that effect as it grows.