Is Twitter :TWTR A Sell?

Back in early December, I was bullish on Twitter (TWTR) for three reasons when it was $50. It has since rallied more than 40%. But nothing lasts forever and in early trading today the stock was down 5% thanks to word that analysts slapped it with an underperform rating.
So why did it rocket so high so fast and why is it now coming back to Earth?

First, the fundamental story is still an exciting one and Twitter will have an opportunity to create all kinds of value few yet foresee. For instance, with a constantly improving ability to crunch its massive real time data set, Twitter may have an opportunity to monetize search, which would be huge. I can imagine Twitter placing relevant geolocated ads next to its users’ searches for auctioned keywords similar to Google’s approach to traditional search.  (more)

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