I think logic of the comment I replied to above was incorrect. The reason that growth numbers have a big effect on stock prices is that they cause big changes t

I think logic of the comment I replied to above was incorrect. The reason that growth numbers have a big effect on stock prices is that they cause big changes to the “company in N years time” posterior distribution. However the comment was suggesting that the numbers are important in the short term and one can tell by analogy to stock markets. But the markets aren’t looking at such an immediate short term so the analogy breaks. One can decide that Twitter is in a good or bad state but I think one should want a strong foundation rather than relying on faulty analogies.