Stocks to watch on Thursday:Twitter (TWTR) - the social media stock is down nearly 10% due to perceived weak Q1 guidance. In the process, Twitter is now cheaper than Snap (SNAP) on a forward P/S multiple while being wildly profitable and Snap still burns over $100 million a quarter. The trade is obvious here. Glu Mobile (GLUU) - the mobile game developers stock is down sightly for another day offering another solid entry point. The stock trades at a forward EV/S multiple of less than 3x now and this number includes a very minimal amount of revenues for 3 new games in the works for 2019. Chipotle Mexican Grill (CMG) - EPS grew by about 11% and the stock now trades at about 50x '19 EPS estimates of $12. The market has far extrapolated the turnaround here. The stock doesn't even below above $300 or about 50% lower. Disclosure: Long TWTR, GLUU