for more on tech, bring in victor anthony and elly wheeler, partner. welcome to you both.come to tech resilience in the face of the selloff, even though we can parse, fang, talk about underperformance within that >> right i mean, there are certain names that are underperforming facebook and alphabet. ironically, those are two names with multiple support but they have secular growth drivers. from all of them, market share gains across the board, e-commerce and advertising but in the case of netflix, subscriber growth that continues to be strong i am buying alphabet, a buy on facebook and amazon. hold on netflix for now. but i am optimistic bought all these names. >> facebook and alphabet, we're talking later this hour about regulatory threats do you think that's effecting them, those two in particular? >> i think for alphabet, eu overhang has been an issue for several years. it will continue to be an issue until they resolve it. for facebook, they were all over the russian indictment, part of what's playing in the stock as well somewhat. and macy's, apart from that, not sur

let's discuss with victor anthony, internet analyst at aegis capital.alk us through that wild ride last night, why it dipped and then rallied >> initially with the headline numbers, you have a top line revenue beat an eps revenue beat with the one-time tax hit. you had plus 44% advertising rev few growth a slight deceleration from the third quarter, but strong revenue growth of such a large user base, such a large revenue base however facebook did say that they reduced the number of hours spent by roughly 50 million in the fourth quarter and also they reduced the time spent by roughly 5% in the fourth quarter as well and when you look at the user numbers, which typically facebook adds significant users, monthly active users and daily active users, but this time it was different. it was a mix in the u.s. you saw daily active users decline by 1 million the first time we've seen that the monthly active users were flat those two metrics, the decline in time spent and the decline in the u.s. user growth i think led to this sharp selloff that you saw. but dur

reporting its earnings earlier this afternoon joining us now, jonathan keys from summit redstone and victor anthony capital. both of them here with us. wow. >> yes. >> this is a big move for snap victor, what does it say to you? >> you know, it's just one quarter. we have to see how the rest of the quarters of 2018 progress. but you know, the numbers are pretty strong. they beat revenue numbers. they beat my number. the daily active user number was in line with my estimate some of the tracking data i was looking at pointed to a snap back so to say in terms of user volume but it was a good quarter. the guidance was okay. i think it gives some of us a second chance in warding off some of the expectations from wall street that things were going in the wrong direction for them. >> yeah. >> i was going to say, it seems like the worst fears were that they just weren't going to be focused on executing on all of the measurable ways that the street wants to see progress jonathan, does it mean that they are kind of putting up a decent fooid fight against instagram or is it just kind of doing the basics at th

joining us is victor anthony, internet research analyst. good morning to you. to see you >> good morning. >> you have not historically been a cell phone of twitter >> i had a sell and up graded from a sell to a buy >> what happened here? >> my channel checks were expensive, ad dollars were flowing back to ticket so based on that, i upbraided the stock. i thought actually the o and & piece was positive and it turned positive this quarter. that's why the stock is up 20%. >> what does it say about twitter's operations snap's operations? or is this something where somehow the ad business overall and the economy is so hot that everyone is throwing money at all this stuff >> i'm still cautious with snap. i give them credit for the out-performance. what i was hearing in the december quarter is inventory is so high that advertisers will force facebook to seek placement in other platforms twitter benefitted to that extent as well i think operational efficiencies at twitter ultimately played a role >> is this a meaningful turning.in the your mind >> this is meaning a hug

victor, good morning. >> good morning. anthony borges spent all day saturday in surgery. said he has a long road to recovery. he can't wait to see him back out on the soccer field where he plays forward. on wednesday he took on a different role, defender. >> he called me and said dad, somebody shoot me in the back and my leg. >> reporter: it's the phone call no parent expects to receive. roger borges' son telling him he had been shot multiple times in school. >> he was shot four times. >> four times. one here, one here and another one here and two here. >> reporter: the 15-year-old wasn't going down without a firefighter. his father told us anthony saw the gunman coming, closing the door, pressing his weight against it while being shot. protecting the 20 other students inside the classroom, all of them making it out alive. >> he's my hero. >> reporter: his close friend beaming with pride. >> none of us knew what to do. he took the initiative to just save his other classmates. >> reporter: the freshman has been in the hospital since wednesday now in stable condition. with

victor. robin? >>> there was a powerful moment at the vigil last night. chicago cubs first baseman anthony rizzo who graduated from that high school in 2007 addressed the crowd. >> i grew up in stoneman douglas. i played on those fields. i went to those classes. i want you to know you're not alone in your grief. we're all grieving with you. >> we all are and the vigil ended with a special request for everyone to write down an act of good they would do in the days ahead. george? >> one thing -- one way for everybody to come together. >>> there are questions growing about the warning signs missed. people who knew the 19-year-old shooter say he had a troubled past, and disturbing social media posts. and tom llamas is in ft. lauderdale and there's focus on a tip to the fbi now. >> reporter: that's right, george. there was a tip to the fbi and it involved social media. but the agency says they did not have enough information at the time. now, regardless of that we've been digging into nikolas cruz's background. and what we've been told is about a long struggle with mental illness and a history

victor okendo has the story. >> we just called me and say, dad, somebody shoot me in the back and my leg too. >> reporter: it's the phone call no parent expects to receive. roger burgess's son anthonyt multiple times at school. >> he was shot four times? >> four times. one in here, one in here, another one -- another one here and he get two on this. >> reporter: but the 15-year-old wasn't going down without a fight. his father tells us anthony saw the gunman coming, shutting the classroom door, pressing his body weight against it, while being shot, protecting the students inside the classroom, all of them making it out alive. >> he's my -- his close friend d beaming with pride as well. >> none of us knew what to do. he took the initiative to save his classmates. >> reporter: the freshman is now in stable condition, but with his harrowing story of survival comes 17 others with heartbreaking endings. ♪ ♪ >> reporter: that song and these black arm bands in honor of this soccer team's fallen player. >> i just have to take all the great things that she did and gave to all of us and carry that in our daily life. >> reporter: and these orange ribbons in memory of jamie guttenburg. >> seei

victor is in parkland florida right now with that teenager's story. >> he just called me and said doc... unaudible. >> it is a phone call no parent expects to receive, rodgers borges son anthony been shot multiple times at school. >> he was shot four times. >> four times. one here, one here. and another one, one here and another one here and two here. >> reporter: but the 15 year-old wasn't going down without a fight. his father tells us anthony saw gunman coming shot at classroom door, pressing his body weight against it while being shot protecting the 20 other students inside the classroom all of them, making it out alive. >> he is my hero. >> reporter: his close friend beaming with pride as well. >> in of us knew what to do so he took the initiative to just safe his other classmates. >> reporter: freshman has been in the hospital since wednesday now in stable condition but with his heroing story of survival comes 17 others with heart breaking endings. >> ♪ >> reporter: that song and these black armed band in honor of this soccer team's fallen played alyssa. >> we just to have think about all of the great things she did and gave to all of us and car that i in our daily life

victor oquendo spoke with his dad in parkland, florida. >>> he just called and said dad, shot in the back, my leg, too. >> reporter: it's the phone call no parent expects to receive. roger's son, anthony, telling him he had been shot multiple times at school. he was shot four times? >> four times. one here, one here and another one here and two on this. >> reporter: but the 15-year-old wasn't going down without a fight. his father tells us anthony shutting the classroom door, pressing his body weight against it while being shot, protecting the 20 other students inside the classroom, all of them making it out alive. >> he's my hero. >> reporter: his close friend, beaming with pride as well. >> none of us knew what to do so he took the initiative to save his other classmates. >> reporter: the freshman has been in the hospital since wednesday, now in stable condition. with his harrowing story of survival come 17 others with heart breaking endings. ♪ >> reporter: that song and these black arm bands in honor of a soccer player. >> all the great things she did and gave to all of us and carry that in our daily life. >> reporter: and these orange ribbons in honor of 14-year-old dancer jaime g