Ishfaque Faruk

Yelp's 40% drop during the broader tech sell-off creates a compelling opportunity for long-term upside. Yelp can take on more market share from OpenTable with its SeatMe reservation service.

Growth in mobile devices and mobile ad spending will lead to high double-digit revenue growth for Facebook.

Sirius XM has a strong future ahead even with heightened competition from Pandora, Apple, and Spotify.

WhatsApp can be a multi-billion dollar revenue machine for Facebook.

Google's YouTube will be the biggest beneficiary of the expected growth in online video advertising.

Facebook can earn significant amounts of revenues from online video ads.

Twitter's revenue growth from long-term future drivers like MoPub, data services, and growth in mobile advertising space will allow the company to grow its monetization.

Yahoo! is adding a lot of video with its content partnerships with big-name producers like Live Nation. These will help Yahoo! to grow its online video ad revenue in the future.

Netflix is increasingly seeing its share of total usage rise. Netflix has a much longer runway of growth than its Internet TV rivals such as Amazon.com and Hulu.

Even after a dramatic fall in the stock price of the company, Twitter remains rather overvalued and concerns about its user engagement and addressable market remains legitimate concerns.

Viacom is broadening its content-distribution operation with the acquisition of Channel 5 in the UK. The company's broad reach will lead to earnings growth in the long run.

Twitter's big drop in price makes it much more attractive than it was at $75. Twitter will not be the next Facebook, but it is a great niche service.

Netflix is raising its prices for new customers by $1, but the company is grandfathering in its existing subs for a full two years. The company's increasingly large and exclusive content base will enable much bigger price increases.

Sirius XM has vastly different offerings than its competitors, which include its own original content and a large array of sports and talk shows that are not available to competitors.

Liberty Media's stock split will lower the company's discount to net asset value. Also, the company's decision to spin-off its investment holdings in Charter Communications, TruePosition, and Time Warner Cable will drive big upside for investors.

Amazon's focus remains on investing in its core business and expanding into new territories. The company continues to grow revenue and is reinvesting its earnings for long-term growth.

Sirius XM has a strong fundamental position and the big drop in the company's stock price will drive stellar upside for long-term investors.

LinkedIn has years of double-digit-revenue growth ahead. The company has a large addressable market, and it is growing its footprint in China. The dip is a buying opportunity.

eBay has increasingly transitioned from a core e-commerce platform to a major payments platform that enables huge volumes of transactions both online and offline. The company trades at an attractive valuation, and the presence of activist investor Carl Icahn will drive upside in the future.

Why investors shouldn't let the DVD and streaming giant fall off their radar.