Ging @GingFreeccs00
Let's pick some good stocks. L/S Equity and credit analyst. Joined April 2022-
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Would be interesting to see what % of this is from IMAX $IMAX probably has a good quarter, Wall Street is probably not tracking anime.
Would be interesting to see what % of this is from IMAX $IMAX probably has a good quarter, Wall Street is probably not tracking anime.
Anyone have any views on $BB and their QNX business? Based on comps, if they sell that business could be a 2x. They just segmented QNX out for the first time this year, comp sales in the past suggest a solid premium could be offered.
@CasinoCapital Here for this, my wife caught TDUP at $1.30 when their Christmas 2024 ad campaign started to hit IG
My wife saw the new Air Pods with real-time translation and she was like “I need these because I can get my nails done, pretend like I’m listening to music, and finally know if the nail ladies are talking crap.” Apple should advertise this use-case.
Looking at $IMAX numbers vs regular on Fandango for movies like new Demon Slayer (definitely not being priced in by Wall Street). At first glance, a lot more IMAX seats being bought than standard. Wouldn't be surprised if they had a good couple quarters.
I try to stick mostly to investing. But today more than ever, that feels inadequate. Carrying a heavy heart: the anniversary of 9/11; the murder of Iryna Zarutska, a refugee who fled war only to be killed riding public transit; Charlie Kirk, a young father of two, hunted for…
I try to stick mostly to investing. But today more than ever, that feels inadequate. Carrying a heavy heart: the anniversary of 9/11; the murder of Iryna Zarutska, a refugee who fled war only to be killed riding public transit; Charlie Kirk, a young father of two, hunted for…
Before tonight's game we held a moment of silence in memoriam of Charlie Kirk. Kirk founded the youth activist group “Turning Point USA” and had become a fixture on college campuses. Charlie Kirk, a husband and father of two children, was 31 years old.
> be Jeff Yan (Founder of Hyperliquid) > 2020: just studying around with crypto markets > writes Python scripts. > becomes one of the biggest market makers. > didn't even know how to code properly at first > Learned systems programming. > by 2022 dominating multiple venues >…
It’s already happening. The price of true scarcity is going to explode across the board.
It’s already happening. The price of true scarcity is going to explode across the board.
$AEO +38% $LULU -14%
Even from here, long solar short wind is a multi year lay up
fake charts are by far the most effective method of modern propaganda, and the only method which can consistently mess with the only high-trust information channels in a hyperfinancialized society (prediction mkts) the fact that there's not that many of them around, and that we…
$SATS $DISH Much better buy a $50 today than at $30 yesterday! Huge news for SATS. Captain Ergen is returning to shore and the crew couldn't be happier!
$SATS $DISH Much better buy a $50 today than at $30 yesterday! Huge news for SATS. Captain Ergen is returning to shore and the crew couldn't be happier!
This AM, we released a new SS report on why we've decided to take a position in Weight Watchers $WW and bet on its turnaround story after exiting bankruptcy. We previously shorted $WW in Jan'24 and we think that at just ~4.6x FY'26 EBITDA, material upside risk exists post-BK.…
Triata Capital (Sean Ho) 13F China focused HF $PDD $VNET $GDS $ACMR $BIDU $BEKE $EDU $IQ $ATAT $HTHT $TCOM $BABA $YMM
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Blue Duck Capital Par... @BlueDuckCap
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กฤษณพล �... @kvsphldkrathok1
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RateCutTrader🇺🇸 @Reapui28836
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ShareholderYield🇺�... @Irquaiqer73275
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Davey @TheRealDarvey2
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TickerTrends 🔬 @tickerplus
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H.E. Justin Sun 👨�... @justinsuntron
3.8M Followers 3K Following 👨💻 Entrepreneur | 🤵♂️ Diplomat | 👨🚀 Astronaut #712 | 🍌 Art Collector | Founder @trondao | Advisor @BitTorrent & @htx_global | Chinese @sunyuchentron
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51K Followers 2K Following “You get the bag and fumble it. I get the bag and flip it and tumble it.” Be curious, not judgmental. But also, be judgmental.
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8K Followers 250 Following Come for the memes, stay to learn and Investment Takes. 100+ Free articles, never charged one cent. NFA. Commentary. 🇺🇸🇺🇸🇺🇸
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17K Followers 100 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
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8K Followers 1K Following Biotech • sometimes not long enough, sometimes not short enough • Tweets are not investment advice
COATUE @coatuemgmt
8K Followers 62 Following Coatue is a technology investment platform powering innovation across all stages. https://t.co/3wGjwI58jt
Andrew Freedman, CFA ... @HedgeyeComm
28K Followers 3K Following Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco) For research, click the website link below!
Tim McDonald 🇺🇸... @trmcdonald
3K Followers 2K Following Comments on markets, economics, politics & technology. Father x 5. Christian. Seeker of the Truth. Comments reflect personal views.
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2K Followers 35 Following @CLEAR CEO. Proud mom of 3 and wife. #Indefatigable
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11K Followers 659 Following Books, Radio, Docs • Asia correspondent for The World, airing on NPR stations • Author of NARCOTOPIA • https://t.co/8vtM5Ai8zE
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163K Followers 222 Following Founder, Managing Partner @PanteraCapital – the first investment firm in the U.S. to launch digital currency, early-stage token, and blockchain venture funds.
Century Egg Credit @yummyCenturyEgg
2K Followers 474 Following Smells like shit, but tastes like rotten eggs...if you like that type of stuff https://t.co/uVm8nlfBWm
SuspendedCap @ContrarianCurse
13K Followers 902 Following global LO pm | head of the semicap cult | wannabe think boi / mostly US large caps
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Evan Tindell @evantindell
11K Followers 1K Following Bireme Capital CIO / MIT '06 / I used to play poker https://t.co/nkVEbj4lri https://t.co/scqco3aC0h
Mario Schlosser @mariots
7K Followers 513 Following Co-founder & President of Technology @OscarHealth; former Bridgewater, McKinsey, Eigentrust, Vostu, Stanford CS visiting scholar, U Hannover.
🥦 Jake Taylor 🎉 @farnamjake1
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3K Followers 211 Following Professor @Wharton; Forensic Analytics; expertise in financial data analysis, SEC filings, accounting fraud, and insider trading.
Patrick McGee @PatrickMcGee_
26K Followers 5K Following Author of Apple in China — named among the best books of 2025 by The New York Times, The Economist, & New Scientist. https://t.co/oRf85hTwOq 🇨🇦
Hebbia @HebbiaAI
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Sigma Zero Capital @sigmazerocap
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Ryan Petersen @typesfast
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Frank @frankzerabbit
38 Followers 114 Following short-only equity analyst. previous forensic acctg consultant to numerous top L/S funds. no positions. not investment advice.
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58K Followers 153 Following I help long term investors achieve better returns on their stock investment research and education. Subscribe to my daily newsletter at https://t.co/9CsbGgAktB
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