The critique seems to be on Twitter's long term strategy. Shutting down 3rd parties helped them get users back on the native platform, buoying their short term

The critique seems to be on Twitter's long term strategy. Shutting down 3rd parties helped them get users back on the native platform, buoying their short term results. However, without the 3rd party developers the native platform is becoming less and less interesting. We are in a very hot tech market right now so valuations are a little out of whack. Facebook has had fairly strong results the past few quarters which give investors hope Twitter can do the same. We will see!