We’ve gone long $TWTR this AM:

1) Seeing higher #ad loads 

2) $SNAP read-through

3) Sr execs seem “giddy” online 

4) Activists involved

5) LT M&amp;A still highly likely 

$SPY $QQQ $SOCL @GuyAdami @jonnajarian @grassosteve @RiskReversal @HalftimeReport @RichLightShed  // $FB