Ticker brief
TWLO TWILIO INC - A
Technology · Software
last close
$261.79
1 day
+3.2%
14 days
-9.6%
mkt cap
$31.8B
signals 14d
60
authors 14d
31
crowd 14d
-1.8σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 82% rich · 98 pctile own 1y | IV/HV 1.39× |
| Skew — 25Δ RR 30d | -0.037 36 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +1.60 elevated | 5-session Δ +0.38 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-05-01 (z=2.9) |
| Next earnings | 2026-10-29 (proj) | in 3d |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now -0.03 (−1 bearish … +1 bullish)
Who spoke31
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @PrimeTrading_ | C | -2.18 | 18 | +0.32 |
| @OleosCapital | C | -1.90 | 4 | +0.30 |
| @WOLF_Financial | C | -3.03 | 3 | +0.02 |
| @TheNewMoney_app | C | · | 3 | +0.37 |
| @akramsrazor | A | +0.80 | 2 | -0.23 |
| @USAnt_IDEA | C | -0.64 | 2 | +0.45 |
| @FranVezz | C | -1.47 | 2 | -0.38 |
| @MacroSkokie | C | -0.30 | 2 | -0.02 |
| @NickDrendel | C | -2.37 | 2 | +0.38 |
| @jfsrev | C | +0.18 | 1 | +0.20 |
| @alphaticaio | B | +1.81 | 1 | +0.00 |
| @MikeFairbournCS | C | +1.09 | 1 | +0.40 |
| @DidymusLevi | C | +0.70 | 1 | +0.30 |
| @A_Najumi | C | -2.45 | 1 | +0.00 |
| @BabaNeal007 | C | -1.88 | 1 | +0.10 |
| @JerryCap | A | -1.62 | 1 | +0.30 |
| @TheETFTracker | C | +0.19 | 1 | +0.35 |
| @capestrategico | C | -1.85 | 1 | +0.20 |
| @_TP888 | C | +0.93 | 1 | -0.65 |
| @TheProfInvestor | C | -1.72 | 1 | +0.30 |
| @AlbertAgarunov | C | +0.04 | 1 | +0.60 |
| @stocktalkjay | C | +0.81 | 1 | +0.40 |
| @JohnMuchow | B | -1.31 | 1 | +0.15 |
| @investingluc | C | +0.07 | 1 | +0.65 |
| @AlphaSenseInc | B | -0.17 | 1 | -0.55 |
Recent signals30of 60 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @TWFeditor | -0.65 | Says a strong month in TWLO ended with losses. | +7.1% | tweet ↗ |
| 2026-10-16 | @TheNewMoney_app | +0.40 | Reports a $551,850 purchase of TWLO $300 calls expiring November 2026. | +7.1% | tweet ↗ |
| 2026-10-16 | @anandragn | +0.60 | Identifies software and cybersecurity as leading market themes across four named stocks. | +7.1% | tweet ↗ |
| 2026-10-16 | @mark_to_mkt | -0.35 | Short SHOP from here on demanding valuation and weak agentic-commerce traction. — Explicitly opens a SHOP short, citing valuation and weak evidence of sustained agentic-commerce adoption. | +7.1% | tweet ↗ |
| 2026-10-16 | @ycharts | -0.65 | Quantifies a broad tech selloff, major single-stock losses, market-cap erosion, and weak breadth. | +7.1% | tweet ↗ |
| 2026-10-16 | @akramsrazor | -0.15 | CRWD is the obvious short among the SaaS and cybersecurity basket. — Explicitly identifies CRWD as the preferred short in a named comparison basket. | +7.1% | tweet ↗ |
| 2026-10-16 | @OleosCapital | +0.45 | Expresses a strong reaction to TWLO, though the unseen media is needed for precise interpretation. | +7.1% | tweet ↗ |
| 2026-10-16 | @Tickeron | -0.40 | HSBC downgraded Twilio to Reduce from Hold with a $211 target. | +7.1% | tweet ↗ |
| 2026-10-16 | @1ChartMaster | +0.45 | Reports TWLO gapping higher from an eight-week pivot level. | +7.1% | tweet ↗ |
| 2026-10-15 | @NickDrendel | +0.40 | Daily watchlist identifies long and short setups without concrete entry intent. | -4.2% | tweet ↗ |
| 2026-10-15 | @PrimeTrading_ | +0.20 | Leaders-map data show daily repair and relative strength clustering in cybersecurity, but incomplete weekly repair. | -4.2% | tweet ↗ |
| 2026-10-15 | @AlphaSenseInc | -0.55 | Expert interview maps winners and risks as commerce shifts toward agent-mediated transactions. | -4.2% | tweet ↗ |
| 2026-10-15 | @MacroSkokie | -0.45 | Discloses retained MRNA and ZN longs and a small residual TWLO call position. | -4.2% | tweet ↗ |
| 2026-10-14 | @NickDrendel | +0.35 | Daily watchlist identifies weakening markets plus separate long and short setups. | -3.4% | tweet ↗ |
| 2026-10-13 | @investingluc | +0.65 | Consider TWLO long with an exit below $272 and potential 30%+ upside. — Detailed potential long setup with catalyst, invalidation, and upside thesis. | -7.0% | tweet ↗ |
| 2026-10-13 | @PrimeTrading_ | +0.35 | Watchlist provides conditional buy ranges, stops, targets and earnings proximity. | -7.0% | tweet ↗ |
| 2026-10-13 | @PrimeTrading_ | +0.10 | Lists relative-strength leaders pulling back toward 21-day structure. | -7.0% | tweet ↗ |
| 2026-10-13 | @PrimeTrading_ | +0.35 | Maps leadership and rotation toward refiners, life-science tools, cyber and RF semis. | -7.0% | tweet ↗ |
| 2026-10-13 | @JohnMuchow | +0.15 | Shows promising trend-indicator examples across four daily and weekly charts. | -7.0% | tweet ↗ |
| 2026-10-13 | @stocktalkjay | +0.40 | Frames software and applications as quietly rising beneficiaries of agentic AI. | -7.0% | tweet ↗ |
| 2026-10-13 | @PrimeTrading_ | +0.00 | Watchlist asks readers to monitor leaders, but media is needed for the levels. | -7.0% | tweet ↗ |
| 2026-10-13 | @PrimeTrading_ | +0.15 | Describes conditional watchlist plans using buy areas, stops and 2R references. | -7.0% | tweet ↗ |
| 2026-10-12 | @PrimeTrading_ | +0.20 | Screen lists relative-strength leaders near 21-day-average pullback structure. | -7.4% | tweet ↗ |
| 2026-10-12 | @PrimeTrading_ | +0.50 | Maps sector leadership, cooling themes, and leading pullback setups. | -7.4% | tweet ↗ |
| 2026-10-12 | @PrimeTrading_ | +0.35 | Detailed portfolio update discloses holdings, entries, exits, exposure, and market framework. | -7.4% | tweet ↗ |
| 2026-10-12 | @TheNewMoney_app | +0.30 | Reports a large purchase of TWLO Sep 2027 $400 calls. | -7.4% | tweet ↗ |
| 2026-10-12 | @AlbertAgarunov | +0.60 | Author says they are riding TWLO and finds MDB interesting above its 50DMA. | -7.4% | tweet ↗ |
| 2026-10-11 | @TheProfInvestor | +0.30 | Describes the weekly 9EMA as an entry and exit guide across current holdings. | -9.6% | tweet ↗ |
| 2026-10-10 | @PrimeTrading_ | +0.65 | Describes TWLO's bounce from rising moving-average structure as constructive and a buying gift. | -9.6% | tweet ↗ |
| 2026-10-09 | @USAnt_IDEA | +0.35 | FCC is considering relaxed consent rules for AI political robocalls, potentially lifting Twilio traffic. | -9.6% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.