-
Tweets16K
-
Followers17K
-
Following2K
-
Likes66K
Puig is going to be a rocket ship IPO, for all the people asking me abt the brands
I am deep in the trenches of vacuum cleaner Reddit and Sebo vs Miele is a blood sport and I love that tbh.
The absolute dollars are astonishing. Capex is going to increase from $48B to $184B. But Gross Profit (ex fulfillment expense) is going to go from $208B to $714B.
factorio 2 is coming out soon. if you work in frontier model research at open ai, anthropic, or deepmind and would like a free copy, I would be very happy to buy you one! please feel free to reach out. people don't do enough for you guys
Modern date is a bottle of wine and changing 100 insecure passwords together
consumer l/s positioning. h/t gm @ wfargo
Blackthorne: Some of these are funny, but the thing that most of you are getting wrong about this meme isn’t just that Mariko summarizes what Blackthorne says, she takes all the teeth out of it and makes it more deferential. Mariko: The Anjin has enjoyed many of your memes.
Code assistant models make so much sense for IBM There is a lot of COBOL code, but the devs rapidly disappearing + soaring competition for them Noone else has special access to this existing code in volume besides IBM Huge competitive advantage for boomer mainframe code models
Code assistant models make so much sense for IBM There is a lot of COBOL code, but the devs rapidly disappearing + soaring competition for them Noone else has special access to this existing code in volume besides IBM Huge competitive advantage for boomer mainframe code models
hahahahahahahhahahahahahahahahahah cmegroup.com/notices/discip…
America built some of the world's greatest architecture... and then demolished it. A thread of wonders that were lost (and why)... 🧵 1. Cincinnati Library: replaced by a parking garage
░SMALL░FEE░IN░BIO░
The Ballmer Peak is real !
Having read @dylan522p since the beggining, it's mind boggling how the quality of the content improved over the past couple of years. Not that it was bad 2y ago, but it improved considerably.
I think it’s funny that @Larryjamieson_ feedback from the survey is like MOAR IDEAS and whenever I post a stock idea the readership on that post is absolutely dog shit. Do think that in like T+12 everyone is like that was fucking brilliant etc, but do think it’s not as clear
The best accounts on here, imo, have between 15-30k followers. People with the expertise to attract an audience, but not so big that they’re growing by throwing out pure engagement chum.
$NVDA will do north of $55 in eps in ‘2026. Roughly 2x “ish” consensus. With margins likely settling touch lower than here. If that’s even remotely right (let’s make a big assumption it is), the stock with the highest momentum loading is gonna run further (not in a straight…
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Jerry Capital @JerryCap
41K Followers 568 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Jignesh Patel @jigpatelone
5 Followers 49 Following
Voytoat @VoytoatxCYM
0 Followers 58 Following
Riskfree Rate @risk4eerate
15 Followers 137 Following
Randy Sanders @randy86086
83 Followers 784 Following
PatriciaSurrey @eWO3VPgha6gr468
0 Followers 126 Following
No BS @no__bs__
37 Followers 148 Following
Wesheigh @wesheigh257
2 Followers 249 Following
Ralph Jones @RalphJones44437
44 Followers 374 Following Trade made easy we make over 50x pumps trading crypto with her on a daily basis, you can join his telegram channel below to see how it works 👇👇👇
Edoardo Manitto @Ed_Manitto
26 Followers 94 Following
DVellucci @danvell
125 Followers 2K Following
nikpopg @nikpopg
296 Followers 1K Following An enthusiast, engineer, teacher, investor, common fellow . . The Wise Journey to Abundance - https://t.co/3RrNC1jtKY . .
AJ Chadha @AJChadha
10K Followers 4K Following @IndieRaising Connecting indie makers and investors | https://t.co/UQulaGEhGU Strategy for Startups | Marketing consultant with 13+ yrs B2B/B2C SaaS experience
Soham Verma @soham_verm34920
0 Followers 19 Following
elonhatesjews @elonhatesj58244
24 Followers 547 Following
Taylor Mulherin @VO2Max_Cap
34 Followers 53 Following
mc @mc8647845025712
24 Followers 66 Following
Bonvic Kilas @BonvicKila74909
47 Followers 174 Following
J @J1017491158425J
15 Followers 72 Following
Earnings Hemingway @EPSHemingway
0 Followers 131 Following
Kévin Chan You Fee @kvncyf_
140 Followers 763 Following Growth/Product Manager | X-ing about tech things, opinions are my own
MimiVsJames @lex010363
237 Followers 1K Following
심승우 @lhIjvBkhkFeOR0L
122 Followers 889 Following
. @upsteping
43 Followers 143 Following
Gunal YALCIN @GuNaLuS
297 Followers 3K Following
Viswanadh Surisetty @_Viswanadh
70 Followers 368 Following
Meldrum Bay @MeldrumBay
19 Followers 49 Following
Chris Camillo @ChrisCamillo
136K Followers 314 Following Being smart isn’t as important as being smart in a different way than others. The $20k to $60M guy in Unknown Market Wizards whose going all in on AI/humanoids
Account123 @00007xyz
0 Followers 27 Following
Z. 🚀 @Z_thelastguy
822 Followers 458 Following own 250,000 Shares of $PLTR as of today (24-jan-24) and tons of leaps call now😎
statik @etatikonda
79 Followers 372 Following
bibi @4mk4ipj0u930a1
0 Followers 41 Following Disfruto viajar y conocer gente. Si tienes más de 26 años y estás dispuesto a ser mi guía turístico, podemos convertirnos en buenos amigos. Agrega mi Whats.
Fernando @Fernand05950013
13 Followers 47 Following
T @T01999681
71 Followers 173 Following
slmyers.investor @slmyers780
202 Followers 1K Following software engineer with 7 years of professional experience. Investor with barbell style — $CRWD, $DDOG, $ZS, $TD.TO, $SU.TO
gt2rs dreamz @BigMoneyWinner5
36 Followers 86 Following Why don’t BMW drivers talk about their investments? We prefer to be quiet about it like our turn signals
Bob🇺🇸 @Bob_Stones9
45 Followers 343 Following Investment and wealth quotes show how to build a fortune in the long-run and spend it wisely🇺🇸🇺🇸🇺🇸
espoir @espoirbus
27 Followers 246 Following High-tech Enthusiast 🤖 Serial Entrepreneur 📈 Self-growth 🌱 Hope I'm friendly ❤️ Let's discover 😉
John @JohnKingJrLead
24 Followers 246 Following
wissam @wissam82172356
15 Followers 288 Following
Carter Trout @cartertrout
305 Followers 496 Following lover of family, technology, nature, and skiing.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Jerry Capital @JerryCap
41K Followers 568 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
buyhighsellhigher @ebitdaddy90
22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
norvid_studies @norvid_studies
1K Followers 680 Following charts & graphs // ecology, macrohistory, evolution, complex adaptive systems, concepts & models https://t.co/RaabZobt09
TMT Breakout @heartbreakout
6K Followers 175 Following Tech Prop Trader | TMT Specialist | I write daily about everything that is moving Tech stocks that day | https://t.co/ZOuFklup34
xefyr @wrathofrasputin
806 Followers 451 Following Gentleman of leisure. Prev: Product Architect at SaaS unicorns
Dennis Hong @dennisihong
167 Followers 450 Following
SandBrook Capital @SaasquatchC
4K Followers 517 Following L/S internet, software, consumer @joeybrookhart
Fundamental Research .. @fundam_inv
8K Followers 433 Following Ex-“Sell-side, M&A, FPA, Institutional money management @ $ DD Bil Funds” | All tweets are personal opinions
Sebastian Siemiatkows.. @klarnaseb
22K Followers 297 Following Co-founder and CEO of @Klarna. Smoooth shopping! Trying my best to be the nightmare of the bank establishment worldwide! Do all I can so customers will love us
AkhenOsiris @akhenosiris
2K Followers 230 Following Just an ancient pharaoh trying to navigate these things called markets. Numbers? Too complicated. Narratives and anecdotes? Yes. ***Not Investment Advice***
jack morris @jxmnop
11K Followers 767 Following getting my phd in nlp @cornell_tech 🚠 // academic optimist // tweeting from the snack aisle at trader joes
Capital Capital @Cap1talCap1tal
180 Followers 464 Following Starting anew. Lover of stonks. Disliker of frauds. Still no profile picture. Personal account -- not investment advice.
Mr Neutral Man aka "H.. @Mr_Neutral_Man
7K Followers 1K Following Value investing and leg day are both about your capacity to suffer.
Bill Chen @DieHardCapital
1K Followers 189 Following Publicly traded real estate, pricing power, barriers to entry, route density, NIMBYism, industry consolidation, tail risk hedging, trying to learn constantly
Glinert 🇺🇸 🏭 @StevenGlinert
3K Followers 1K Following Sold my first company, Kinta AI. We built optimization software for manufacturing. Working on the next thing in semiconductor manufacturing.
Ashish Vaswani @ashVaswani
19K Followers 2K Following
Scott Jones @RyeNotBerben
3K Followers 1K Following 90's sell-side analyst, independent trader since 2003, whiskey collector. If you can't identify the idiot, there's a good chance it's you.
Dickson Pau @DicksonPau
2K Followers 5K Following Tech investor. A skeptical empiricist surrendering to life; Studying fat tails, removing blind spots, seeking dynamic quality, and letting go.
non-consensus @non_consensus
652 Followers 304 Following
Thomas Wasson @ThomasWasson7
1K Followers 471 Following Enterprise Carrier Expert at FreightWaves, former trucking tech startup, freight broker, and trucking professional. Newsletter/Podcast Loaded and Rolling
@0xKNL__ (🫡, 🫡) @0xKNL__
13K Followers 2K Following FKA knl__ AKA nail AKA kale AKA Larp. Lament. Liquidate. e/tao -intern @egirl_capital
Bleecker Street Resea.. @Bleecker__St
8K Followers 84 Following Activist short-seller exposing overvalued stocks.
Busted_Auction @BustedAuction
9K Followers 750 Following Special Situation PE | Trying Not to Get Fired So I Don’t Have to Work in Corp Dev | UPDATE: Not Fired, Working in Corp Dev
Ed @OLDMCDONALDson8
2K Followers 1K Following she/her • I’ve never met a large coke zero I didn’t like • baylor • university of louisville
golfsohard @golfsohard
932 Followers 3K Following bad day on the golf course always beats a good day at the office....
郭明錤 (Ming-Chi K.. @mingchikuo
162K Followers 196 Following 天風國際證券分析師，分享科技產業趨勢觀察與預測。TF International Securities analyst. Sharing observations and predictions of tech industry trends.
🌿 lithos @lithos_graphein
6K Followers 2K Following Semiconductors - Follow me to learn all about microchips & how we print them. My web scraper is a live dashboard for the freshest TechWar news. 👇🏽🔗
Trey Yingst @TreyYingst
442K Followers 3K Following Foreign Correspondent: @FoxNews #FreeEvanGershkovich
Catalyst Capital @leveredvalue
985 Followers 1K Following Global special sits professional by day, shitCo & option enthusiast at night. Tweets are my views/reflect positioning not reccs, RT=! endorsement, DYDD and GLTA
ZKN @zknorris
177 Followers 819 Following Interests: financial markets | technology | political policy | economics | I favorite tweets to read them later.
Jeff @Jeff50331076
155 Followers 2K Following
Sally Ward-Foxton @sallywf
2K Followers 1K Following Senior Reporter at @eetimes, reporting mainly on AI accelerators.
tphuang @tphuang
11K Followers 291 Following My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn
Kris Danielson @kccj12
1K Followers 274 Following 25, Mountain View ⛽️I own gas stations. $33M revenue business.
Garp Capital @garpcapital
1K Followers 833 Following reformed vc + faamg bro. here to learn and shitpost.
Frazier @Frazier_Cap
1K Followers 224 Following Every business has a price at which you should buy it. For some that price is negative.
Justina Lee @justinaknope
13K Followers 1K Following I write about the nerdy stuff (ie quant) in markets for @business. And sometimes crypto. Opinions my own.
CrosscheckC @CrosscheckC
4K Followers 3K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
Uncia Capital Managem.. @unciacapital
3K Followers 504 Following HF PM (not a cub) / Anon to protect the not so innocent. Price is what you pay, value is what you get. Not investment advice. Read at your own risk
Internal Tech Emails @TechEmails
526K Followers 900 Following Internal tech industry emails that surface in public records. 🔍
FLinvestor (formerly .. @FLinvestor_
4K Followers 991 Following Markets are priced by egos, not algos
chaotic memes @memechaotic
1.6M Followers 7 Following DM for credit or removal | previously @/clubphotos_Probably *not* super bullish for application software: “We also introduced today a powerful new capability called Q Apps, which lets employees describe, in natural language, what apps they want to build on top of this internal data, and Q Apps will quickly generate that app.…
An anti-masker chip fab is honestly one of the best physics bits I’ve seen. More refined comedy from the “stochastic path integral over all possible trajectories of a Markov process” guy
Exclusive first look into our superconducting fab and lab where we build and test our first thermodynamic devices.
there is an extreme subset of the incel looksmaxer community developing which proliferates tutorials for self-administered plastic surgeries some methods include buccal fat removal, canthus surgery, dying the iris with melanin, sun staring, “bone smashing”, and injecting fat…
Doing some coding on a windows machine. 128GB of fast DDR5 RAM, super fast PCIE Gen 5 SSD, Ryzen 9 7900X 12 core processor. Unless I reboot it every 12 hours, takes 2 seconds for Visual Studio to respond to my inputs. I type a line of code before I see it. Get it together $MSFT.
@FoolAllTheTime I’d go with whichever one is compatible with the dust filter for a Hoover Max Exteaxt pressure pro model 60
The absolute dollars are astonishing. Capex is going to increase from $48B to $184B. But Gross Profit (ex fulfillment expense) is going to go from $208B to $714B.
analog semis - peak vs. current fy24 revenue consensus. $adi $amba $aosl $crdo $crus $dzsi $insg $mchp $mxl $mpwr $mrvl $nxpi $on $powi $sitm $slab $txn
factorio 2 is coming out soon. if you work in frontier model research at open ai, anthropic, or deepmind and would like a free copy, I would be very happy to buy you one! please feel free to reach out. people don't do enough for you guys
Frank would never
I’m thrilled to announce our first set of speakers for Cerebral Valley New York on June 27
Feels like you are going to see a big pivot out of product mgmt in NTM and/or downward salary pressure Glut of applicants on the market
@FoolAllTheTime did you just invent "bottle night"
Trends for United States
You might like
