Rightsized CapStack Capital @CapstackCapital
Master of EBITDA Adjusting ~ Investor ~ Industrials ~ Roll-Ups / Acquirers ~ NOT investment advice ~ #GoBruins 🐻💙💛 ~ #BillsMafia ~ Proud Catholic ✝️ 310 ➡️ 513 ➡️ 215 Joined July 2019-
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An incredible article. Cannot emphasize these points enough. These are all things you want to see in a great company that you want to invest in. Also a lot of things that can be extrapolated and applied to every day life as well.
An incredible article. Cannot emphasize these points enough. These are all things you want to see in a great company that you want to invest in. Also a lot of things that can be extrapolated and applied to every day life as well.
Awesome footage from @Citrini7. I’ll say I’m really impressed with Crusoe and how it’s scaled construction of Stargate for $ORCL. Building something so gargantuan and technical without really any prior experience is incredible. The sheer scale of Stargate is jaw dropping. With…
Awesome footage from @Citrini7. I’ll say I’m really impressed with Crusoe and how it’s scaled construction of Stargate for $ORCL. Building something so gargantuan and technical without really any prior experience is incredible. The sheer scale of Stargate is jaw dropping. With…
Very long U.S. A&D especially missile supply chain. Given the current stockpile and need for replenishment and current next-gen missile programs underway to replace existing platforms, I continue believe there is an incredible opportunity. $CR $MPTI $IEHC
Very long U.S. A&D especially missile supply chain. Given the current stockpile and need for replenishment and current next-gen missile programs underway to replace existing platforms, I continue believe there is an incredible opportunity. $CR $MPTI $IEHC
Non-Finance related - the U.S. Ryder Cup team yet again gets embarrassed. And they should all be sent to Chuck’s favorite place on earth 😂😂
Non-Finance related - the U.S. Ryder Cup team yet again gets embarrassed. And they should all be sent to Chuck’s favorite place on earth 😂😂
California cities with the highest average incomes
Blowing a motorcyclist in half with a broadside of Lithium Shot like I was at the Battle of Trafalgar
Blowing a motorcyclist in half with a broadside of Lithium Shot like I was at the Battle of Trafalgar
Where we sending the U.S. Ryder Cup team, Chuck?
What would Borat have to say 😂
Notre Dame center Ashton Craig: “Fuck on two. One, two…” “Fuck!” Football is fun.
The best ways to play AI continue to be “pick ‘n shovel” plays for utility services, data center maintenance, etc. or other suppliers to data center infrastructure $TIC $WLDN $BWMN $ECG $IESC $STRL $EME $PRIM $PWR $FIX $VRT $JCI $CAT $GEV
The best ways to play AI continue to be “pick ‘n shovel” plays for utility services, data center maintenance, etc. or other suppliers to data center infrastructure $TIC $WLDN $BWMN $ECG $IESC $STRL $EME $PRIM $PWR $FIX $VRT $JCI $CAT $GEV
This is why $CRWV $IREN $CIFR $NBUS etc are flawed businesses. Frankly I already knew this and been saying it since 2023 when I started valuing CoreWeave. It’s an infinite money glitch they rely underpinned by horseshit unit economics in reality.
This is why $CRWV $IREN $CIFR $NBUS etc are flawed businesses. Frankly I already knew this and been saying it since 2023 when I started valuing CoreWeave. It’s an infinite money glitch they rely underpinned by horseshit unit economics in reality.
$TIC Thank you @Citrini7 & @LDiscernment for the idea. I first glanced at it not long after Q2'25 earnings, looking through the earnings deck / transcript and did not think too much of it. The AI / DC Infra / Utility exposure didn't look to be all that large. Yea I got the…
$TIC Thank you @Citrini7 & @LDiscernment for the idea. I first glanced at it not long after Q2'25 earnings, looking through the earnings deck / transcript and did not think too much of it. The AI / DC Infra / Utility exposure didn't look to be all that large. Yea I got the… https://t.co/qvckZKcL7x
The upcoming Fermi IPO will be the most 2025 IPO All the red flags are there , literally every single one: > No revenue > $13B valuation > Powering AI by 2038 > Nuclear component will be called “The Donald J Trump Generating Plant.” Which could only mean one thing: BUY
Saloon Cap @SaloonCapital
545 Followers 2K Following l/s prospector and llm wrangler; I like picking big themes and trading sentiment. welcome to my saloon
AlbertaFrederick @7t77VMHps2EFII9
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Q capital @Qcap2020
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Fashion_style @Fashion_style93
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Elizabeth @elizabeth_geige
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Value Fisher @valuefishercap
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Consumingnews @Newsherefor1st
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Tony_DC @Anthony_Espp
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whatsastoploss @whatsastoploss
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Steven shaw @shaqer23
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William (Bill) Jones,... @Will_Jones_mba1
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Fermion @victor_privin
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[email protected]... @weightpaper21
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aaron wang @ReneDescartesC
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nylord1 @MycNylord1
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AnalystEgg @AnalystEgg
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Weerapoch @WH30irr
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Octopus king @Octopusking77
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Pekwat @pekwat
3K Followers 2K Following “A man must know himself thoroughly if he is going to make a good job out of trading in the speculative markets." DM for follow
Álvaro @GornesJ
642 Followers 601 Following Investor at @inversion_cap. Ex-Ares SS & IBD Morgan Stanley. Locked-in. Tech, Physics, Geopolitics, Biology, Economics & Finance.
Vrangr @Arunabh85992578
205 Followers 2K Following Semis Investor based in Singapore. Also an India Generalist. Spend a lot of time in Taipei. Strong opinions, weakly held. Likes to opine on Asian Semis.
PRaaP @TeamPraaP
192 Followers 12 Following Redefining how microcap press release research is done. https://t.co/KDJHx4UEYt
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130K Followers 3K Following Gamer Jon’s Dept. • Veteran journalist • Catholic • Moderate • Fair & balanced political commentator • provider of parody
Compounding Lab @CompoundingLab
1K Followers 263 Following Chief accountant, ACCA, MSc in finance & portfolio manager on Etoro. Fundamentals-based dynamic asset allocation. Fin charts and opinions, but not an advice.
Tommy O’Dwyer @TommyOKid
5K Followers 3K Following Researcher of Equities. Enjoyer of house music, Boston sports, dive bars, and jokes that go a little too far. None of this is financial advice.
M Corleone @MCorleCapital
1K Followers 4K Following Macro & Biotech, Allocator of Capital & watching my basket carefully| CFA • 15 yrs multi-asset allocation • Views mine, not investment advice
Top 100 Golf Courses @top100golf
24K Followers 1K Following Rankings | Ratings & Reviews | Travel | Latest updates here: https://t.co/e94QsASHAT | Cover 📷: @GaryLisbonGolf
Soham @ascharya108
890 Followers 314 Following Uncovering sharp ideas in the market haystack. Not financial advice.
Blue Duck Capital Par... @BlueDuckCap
12K Followers 2K Following L/S Hedge Fund. Blue Duck Capital, LLC is soliciting no action or endorsement based upon tweets, retweets, likes. Do your own due diligence.
Kairos Investment Res... @LDiscernment
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Ryder Cup USA @RyderCupUSA
364K Followers 413 Following Official account of the United States @RyderCup Team. #GoUSA
sav:) @savannahailey_
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Emperor of EBITDAstan @EmpOfEBITDAstan
245 Followers 224 Following Ex Point72 (Bombed the HR screen), Ex Goldman (Discovery Day), CFA L69, Parody
EarningsCall.ai @earningsdigest
271 Followers 360 Following AI-Powered Earnings Call Summary. Save hours spent reading earnings call transcript. Built in NY🗽
Ray Wang @rwang07
19K Followers 2K Following Research Director / Semiconductor Analyst @TheFuturumGroup Own analysis on semis on SEMIPRACTICE Focus on Semiconductors and AI, sometime macro. DM open
Eric Zhu @EricZhu15029
4K Followers 461 Following 🇨🇳🇺🇸| Military aviation (or other military stuff) dude and PowerPoint artist. Feel free to contact me and suggest any poster ideas :3
Martin Shkreli @MartinShkreli
358K Followers 8K Following https://t.co/vJE5wyFDrX https://t.co/GUy99qMi2O - join our Discord! e/acc
Visioner @visionergeo
72K Followers 3K Following OSINT | Geopolitics • Defense • Security • Conflicts | Focused on 🇬🇪 Georgia, 🇺🇦 Ukraine, Black Sea region, Middle East, South Caucasus | In vino veritas 🍷
UCLA Football Countdo... @CountdownUCLA
3K Followers 752 Following Unofficial UCLA Football fan account. I also post other UCLA and college sports stuff. Opinions my own. No affiliation with the team or the school.
Gianluca Bertuzzo @GianFlusso
206 Followers 568 Following Equity researcher. @SA Contributor. Former AFC Student @unibocconi. Sport addicted. Finance is the art of connecting the dots.
Austin Berg @Austin__Berg
15K Followers 3K Following Co-founder @ironlightinc (2025 @C_and_E Public Affairs Firm of the Year) | Chicago Policy Center + @illinoispolicy | Co-author of “The New Chicago Way”
Pinegap (AI platform ... @PineGapHQ
455 Followers 852 Following AI-powered equity research platform to automate analyst workflows. Built by hedge fund professionals for the buy side.
Colts Coverage @Colts_Coverage
45K Followers 2K Following Covering the Indianapolis Colts #ForTheShoe Business Inquiries: [email protected]
Invest In Assets 📈 @InvestInAssets
112K Followers 423 Following Helping you build wealth with insight on quality stocks. Building a $1 million stock portfolio 🧠 Sharing my journey at https://t.co/gYXjhhmzIc 📈
Legence @WeAreLegence
191 Followers 234 Following A Trusted Partner 60%+ of Nasdaq 100 companies partner with Legence for their high-performance building needs. #WeAreLegence
Cracked @FBCracked
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MT Anderson @MT_Anderson
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Nicholas Cortellucci,... @NickCortellucci
978 Followers 207 Following 📊 Co-Founder of @Atrium_Research. Former sell-side analyst. 📈 Small/micro-cap stocks. 📩 Subscribe below
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UCLA Women's Soccer @UCLAWSoccer
36K Followers 314 Following The official Twitter account of the 2022 and 2013 NCAA Champion UCLA Women's Soccer team! @uclawsoccer on all social media platforms
tickerdata @Ticker_Data
2K Followers 13 Following No more web scraping. No more copy and pasting. Stock data straight into your spreadsheet and ready to use premium spreadsheets at https://t.co/oVSIV0NAd4!
Mike Regalado 🏀�... @MikeRegaladoLA
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BigTenBruin @BIG10Bruin
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tae kim @firstadopter
68K Followers 10K Following THE NVIDIA WAY is the definitive history of Nvidia and reveals the successful strategies that built a $4 trillion company. Buy it here:
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182 Followers 216 Following Running a concentrated portfolio. Targetting 14% CAGR. Tech Sales by day, Investor by night.
John Galt @AtlasShrug1
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GoPads @ehnprodigy
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