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🏷️ Is $TWLO Too High or Too Low?
Plus, Trump's tariff threats worked on Colombia. Will they on Canada or Mexico?


Happy Tuesday afternoon to everyone on The Street. Here's a snapshot of where markets ended the trading session, plus tomorrow's trade idea delivered to you today.
🟩 | US stocks rose today, bouncing back from yesterday’s AI rout as investors bought the dip on tech blue-chips.
📈 | One Notable Gainer: Shares of Royal Caribbean (RCL) cruised 12% higher on a monster earnings beat and the launch of a river cruise line.
📉 | One Notable Decliner: General Motors’ (GM) stock skidded 9% despite an earnings beat, thanks to slowing EV demand and regulatory volatility.
Plus, read to the bottom to see what you said about yesterday’s Tomorrow’s Top Trade, Today. (See what we did there?)
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S&P 500 Heatmap. Credit: Finviz

All Stock Heatmap. Credit: Finviz

Global ADR snapshot. Credit: Finviz
MARKET MOVERS
LVMH, CrowdStrike, Lockheed Martin
LVMUY (-3.2%) World's largest luxury group LVMH posts better-than-feared full-year sales (CNBC)
CRWD (+9.4%) CrowdStrike stock soars to all-time high (Investing.com)
LMT (-9.2%) Lockheed’s Stock Drops. Earnings Has Investors Asking Questions. (Barron’s)
NVDA (+8.8%) Nvidia Stock Rebounds From Monday’s Historic Loss (Forbes)
JNPR (-6.1%) / HPE (-6.5%) Juniper Networks sinks after report DOJ leaning toward blocking HPE deal (SeekingAlpha)
OVERHEARD ON THE STREET
Forbes: The Trump administration issued a memo suspending broad federal spending, potentially impacting student loan forgiveness and federal aid programs.
CNBC: Elon Musk’s X partnered with Visa to launch the X Money Account, marking X’s first step into financial services.
Reuters: US consumer confidence fell for the second straight month in January amid concerns over the labor market and inflation.
AP: Chevron, Engine No. 1, and GE Vernova are teaming up to develop natural gas power plants linked to US data centers to meet rising electricity demand.
WSJ: Drugmakers have raised prices by a median of 4% under Trump, a relatively restrained figure, though some drugs are still seeing steep hikes.
TOMORROW’S TRADE IDEA, TODAY

Is Twilio Just Getting Started?
Not Afraid to Buy High
Lately, Twilio (TWLO) has been anything but too low. At its recent analyst day, the cloud communications company announced a jump in its forward guidance. That change resulted in its largest stock jump since 2020.
However, Goldman Sachs (GS) thinks the price of TWLO has yet to be too high. The bank recently raised its rating from Neutral to Buy, and analyst Kash Rangan lifted his price target to $185. That represents around 25% upside from current prices.
Time to Cut Costs
One reason for the surging forecast may be Twilio’s plan to shore up its foundation. The company announced an effort to cut costs and increase free cash flow by $3 billion over the next three years. For reference, between 2022 and 2024, it saw around $692 million in FCF.
This, coupled with its generative AI innovation and strong revenue forecasts, leaves the stock with plenty of room to run, according to Rangan.
Still Time to Buy
Despite all its recent gains, Rangan still believes that now is a great potential entry point for investors. A slim majority of analysts (18 of 31) agree, giving the stock either a Buy or Strong Buy rating.
Nonetheless, Twilio’s fundamentals seem to be improving, and its leadership is determined to continue that trend. The recent upswing shows investors are confident too. But if Goldman is correct, it's just the tip of the iceberg.
Are you bullish or bearish on Twilio (TWLO) over the next 12 months? |
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ON OUR RADAR
WSJ: The Trump administration ramped up deportations, with ICE making nearly 1,200 arrests on Sunday, a sharp rise from the early days of his presidency.
Reuters: US consumer confidence fell for the second straight month in January amid concerns over the labor market and inflation.
CNN: Google Maps will rename the Gulf of Mexico to the Gulf of America and revert Denali to its original name, Mt McKinley, per Trump’s executive order.
CNBC: Google employees have launched a petition seeking "job security" ahead of expected layoffs following plans for cost cuts amid increased AI spending.
AP: President Trump’s tariff threat successfully pressured Colombia into accepting deportees. But similar threats might not work on Canada or Mexico.
MONDAY’S POLL RESULTS
Are you bullish or bearish on CACI (CACI) over the next 12 months?
🟩🟩🟩🟩🟩🟩 🐂 Bullish
🟨🟨🟨⬜⬜⬜ 🐻 Bearish
And, in response, you said:
🐂 Bullish —
“It will gain in value as it reduces wasteful spending of our inflated government. It is a simple transfer of money from inefficiency to efficiency and essential spending. It is a positive investment.”
🐻 Bearish —
“Would Musk be open to them or [does he think] he can go it alone?”
“Ok, ok I’m still crying about NVIDIA.” 😂😭
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