Random Muppet @MuppetTrading
I'm tweeting for entertainment purposes only. Before you act on any of my tweets, ask yourself - is "Random Muppet said so" really your thesis? NOT in the GS Elevator Joined August 2012-
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PSA TO THE NBA: NIKOLA JOKIC IS COMING OVER THIS YEAR. PICKED BY THE NUGGETS AT #41 IN 2014, HE WILL DOMINATE EVERYTHING YOU HAVE AND LAUGH.
One of the most successful job application letters. As a financial advice, less so.
*CHANGPENG ZHAO GRANTED FOUR MONTH ACCESS TO THE BEST LEADS IN THE INDUSTRY
*CHANGPENG ZHAO GRANTED FOUR MONTH ACCESS TO THE BEST LEADS IN THE INDUSTRY
OK so do the GLP-1 's work against munchies too?
Basically, this from $HTZ Goldman sums up my bull case for $CAR - HTZ is just so crippled, it will not be able to invest in fleet, leading to mkt share losses to $CAR and Enterprise + better car rental pricing.
Wow, Stifel's Michael E. Hoffman leaving to become CEO of The National Waste & Recycling Association Never known a guy who loves trash so much. waste360.com/industry-insig…
JPM: All in all, we would not be surprised if Hertz’s decision to partner with Tesla ends up costing the company close to $1 bn vs. its current equity market capitalization of $1.4 bn. $HTZ
Out overnight but seems to be missed by most.. new rules for airlines seem to make biz much tougher imho, makes sense that all airlines under pressure today: whitehouse.gov/briefing-room/…
Tec(hno)t(r)onic - Pump Up The Jam youtube.com/watch?v=9EcjWd…
Tec(hno)t(r)onic - Pump Up The Jam youtube.com/watch?v=9EcjWd…
Prepared Remarks @Rebrand_As_Y
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Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Jeff Davies, the Ener.. @EnergyCredit1
37K Followers 4K Following EnerWrap. Click here to get daily energy data-driven insights delivered to you inbox for FREE! 👇
LST @LongShortTrader
33K Followers 1K Following Investor and occasional short seller Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”
Yaron Naymark @1MainCapital
28K Followers 754 Following Tweets are informational only, never investment advice.
Fabricated Knowledge @_fabknowledge_
17K Followers 465 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
Creekni @CreekniLMIQXwR
0 Followers 139 Following
GloriaHuxley @mfoa3OLiqs3B1
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Shodrou @ShodrouFyO
0 Followers 125 Following
Ceasloo @CeaslookS0a
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Shestearsh @shestearsh51402
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RubyRobin @RMPuY5fzoz4aH
1 Followers 84 Following
ChristineAnna @vs8IyS9n21uUFQ
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Raymond Sonny @RaymondSon89793
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Shousmouth @shousmouth24445
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vctwi2 @vctwi2
49 Followers 94 Following
XeniaDuBois @7513i30Awro6k7
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Slertue @Slertue1UuVsQ
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5ForFighting @BoazEinstein
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McSeetoo @MSeetoo8220
185 Followers 3K Following
Orcas investing @InvestingOrcas
120 Followers 563 Following Macro-equity research. Industrials, Sell Side. Striving to become the best version of myself as an Investor
Corp Credit Chronicle @corpbonds
1K Followers 102 Following “Speculation is an effort to turn a little money into a lot. Investing is an effort to prevent a lot of money from becoming a little.” DYOD
Sersoosh @sersoosh47249
0 Followers 214 Following
Mike Ng @_Michael_Ng
32 Followers 2K Following
Stetush @StetushEQ_466
0 Followers 143 Following
Theswroon @TheswroondQql4
0 Followers 237 Following
Sherise Holcomb @sher_holco
53 Followers 5K Following
Thestho @Thestho185727
1 Followers 218 Following
dan @dantells444
46K Followers 24K Following creator acquisition @ https://t.co/mSeBQUw92c ~ helping creators make more $$ online
Sorghiez @sorghiez12648
4 Followers 265 Following
Susan @reynoldssusan48
260 Followers 3K Following
Iga Niswander @IgaNiswand91477
80 Followers 5K Following
ReneeSailsbury @2Ju48HgTTjQDl
2 Followers 264 Following
YvetteChild @Ff56YEu8LiBBw8
1 Followers 234 Following
Serena Holt @HoltSerena50286
109 Followers 3K Following
Doyte @Doyte362084
0 Followers 263 Following
K @KSvignette
23 Followers 1K Following
Nathosp @Nathosp147909
0 Followers 242 Following
Bears Research @BearsResearch
328 Followers 140 Following Stock Analyst•Investigative Journalist Views here are my own. DMs open Send tips to me directly by Email or Signal 415-903-3045 #Stocks #Options RT≠endorsements
Lone Elm @loneelmcapital
2K Followers 1K Following
Jo @kohagurayu86489
2 Followers 144 Following
Steve S @breezerdude
1K Followers 4K Following Full Time Futures/Equities/OptionsTrader, MTB Rider, BBQ/Smoker Enthusiast , Hot Sauce Lover, and Rower.
Josh Sarna @JoshSarna49698
9 Followers 67 Following
Selena @kimotom39667571
1 Followers 830 Following
HalfTwit @knioledge
93 Followers 315 Following I buy and sell imaginary ownership certificates, mostly slowly, sometimes fast but never super fast.
Patrick @Pdockray
13 Followers 2K Following
ANNA @Fitathi113860
114 Followers 4K Following
Michael Polark @mickpo4
37 Followers 509 Following
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Daniel S. Loeb @DanielSLoeb1
124K Followers 994 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Compound248 💰 @compound248
58K Followers 658 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Ricky Sandler @rsandler21969
26K Followers 421 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
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
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
Nick Timiraos @NickTimiraos
325K Followers 112 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Bread Crumbs Research @breadcrumbsre
23K Followers 531 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Earnings Whispers @eWhispers
462K Followers 389 Following Providing key trading information around earnings releases.
Bill Abbate Jr. @JrAbbate
1K Followers 248 Following My Tweets are my personal opinions and NOT financial advice. Please do your own due diligence. Assume I have a position if you’re reading my Tweets.
Bears Research @BearsResearch
328 Followers 140 Following Stock Analyst•Investigative Journalist Views here are my own. DMs open Send tips to me directly by Email or Signal 415-903-3045 #Stocks #Options RT≠endorsements
Lone Elm @loneelmcapital
2K Followers 1K Following
Blue Duck Capital Par.. @BlueDuckCap
9K 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.
Seth Ostrie @sostrie
27 Followers 50 Following
TechStockFundamentals @TechFundies
6K Followers 357 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Alperen @alperennsengun
115K Followers 14 Following
Martin Shkreli (e/acc.. @wagieeacc
99K Followers 8K Following despite all my ragie I'm still just a wagie in a cagie working on DL Software: https://t.co/FVn3NRNrLe https://t.co/CgaoMfhUHd
Savvy Trader @SavvyTrader
38K Followers 78 Following Empowering investors to build, share, and explore portfolios with AI-driven insights on a transparent, social platform.
Jay Arlington @JayArlington
1K Followers 445 Following Twitch Partner. Markets, news, and more presented with a humorous bent. Come check me out M-F from 11:30 - 3:00 for JAY Trading @ https://t.co/NtEL5LcwDx
Kakashii @kakashiii111
7K Followers 982 Following Attorney | Due Diligence and Red Flags | Semiconductors and the Magnificent 7 | Geo-Politics and Technology focusing on China | Not Investment advice
Ari Sass @FullySynergized
9K Followers 1K Following I like adjusted, pro forma, fully synergized, constant currency, non-GAAP EBITDA and Factory Records.
Hunter (Let's hop on .. @huntercoldcalls
32K Followers 339 Following Cold Caller ☎️ Hustler🏃250 dials before you wake up ☀️Sending solid gold leads to my AE 💪 Let's hop on a quick 5 minute call 📅 #opentosell
HogTrades @hogholding
16 Followers 238 Following
SouthernValue @SouthernValue95
10K Followers 2K Following Infinitely curious. DMs open. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
mailboxmoney7 @mmreboot
269 Followers 189 Following
O'Ryan Johnson @ORyanJohnson9
155 Followers 269 Following Datacenter and infrastructure reporter @CRN
Rick Schottenfeld @RSchottenfeld
277 Followers 491 Following Investor, Manager of Koyote Capital, GP of Schottenfeld Opportunities Funds and Phase Five Partners. Synthetic biology evangelist. Trolls will be 🚫 !
guleid @riddle245
17K Followers 1K Following
Peabo Bryson @NothingBurger16
188 Followers 215 Following
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Brad Lyons @BLyons151
8K Followers 345 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.
Ron Renaud @biotech1969
2K Followers 776 Following Biotech. Husband, father of two and fan of all things Boston and USC! Tweets are my own!
Dalius - Special Situ.. @InvestSpecial
25K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
Ilya Sutskever @ilyasut
370K Followers 2 Following towards a plurality of humanity loving AGIs @openai
Mitchell McVeigh @mitchmcveigh13
276 Followers 767 Following Special Situations, Regulatory Analyst @Reorg | Politics before that | Football (“Soccer”) fan | Views my own
Odd Diligence @OddDiligence
8K Followers 1K Following Long/short event-driven trading, looking under pebbles and rocks. Not investment advice.
ZenCap @kaizen_cap
2K Followers 431 Following No investment advice. Strong opinions, weakly held. Specialize in widget making. West coast born and raised
Senior PowerPoint Eng.. @ryxcommar
42K Followers 3K Following Risk manager @AlamedaResearch. | Prev: QA engineer at Knight Capital Group | he/him | https://t.co/Z2YNAksZLO
Rhino Capital @Rhino__Capital
554 Followers 590 Following Long biased equity L/S - not financial advice.
hunter spx thompson (.. @coorslightCFO
896 Followers 449 Following formerly coorslightceo. mutual fund (Northwestern) analyst , formerly sellside research— //Raytheon EMEA FP&A, Mercury Partners TMT alum, AntifaPERS (CIO).
MetaCritic Capital @MetacriticCap
4K Followers 497 Following Looking for opportunities in Philadelphia..
Ragnarok Research @ResearRagnarok
450 Followers 964 Following We are just a team of fifteen-year-olds publishing our thoughts on overvalued companies. No tweets should be taken as financial advise.
Bloomberg Second Meas.. @second_measure
2K Followers 201 Following A leading provider of transaction data analytics that reliably deliver valuable insights into company performance and consumer trends.
Jon Victor @jon_victor_
4K Followers 3K Following Reporter @theinformation. Contact me on Signal: @ jon.597
Message to all sell-side covering $spt....they spoon fed u garbage in the worst market ever in software relatively and you chose to be total idiots when u easily cud have had just a tiny bit of skepticism.
Starbucks North America YoY Average Ticket $SBUX CEO Laxman Narasimhan (CNBC interview): "When I look at the U.S. occasional customer, they've clearly cut back on visits to us... we have not been able to communicate to them the value that we provide."
@MuppetTrading Huge spread on the long simona short pitzer trade
@_fabknowledge_ @MuppetTrading I don’t disagree with you. Just think near term the whole 20% better price/performance ain’t good enough to make anyone go through the hassle or recompiling.
@_fabknowledge_ @dalibali2 @MuppetTrading RISC V is going to overtake ARM in the data center with shocking velocity imo
@when_to_fold_em @_fabknowledge_ @MuppetTrading Is Tosh reading this?? Just asked Lisa to throw Sammy under the bus. Didn’t take the bait
I assume I was awarded this distinction based on an anti- $TSLA post but it’s hard to tell
@MuppetTrading he was old school sell-side in the good ways.
@buccocapital The Onion is more important to America than the WaPo
Don’t look now, but one of the biggest $ENVX cheerleaders just cut his 2025 revenue estimate by…50%.
@MuppetTrading Hilarious the government refers to them as 'junk' fees but won't actually force them to remove the junk
wsj is the page 6 for software m&a at this point
It’s everywhere in xiaohongshu app. Delivery to any cities in China.
You can search on Baidu but apparently there's been an ability to get H100s from SMCI in China, and that rumor in conjunction with no pre means SMCI gonna have a bad bad time
You can search on Baidu but apparently there's been an ability to get H100s from SMCI in China, and that rumor in conjunction with no pre means SMCI gonna have a bad bad time
initiating coverage w/ 23 buys & 3 holds. tip your bartender.
“No, I’m Singaporean” 😅
SCOOP: A TikTok data scientist says he was assigned a Seattle-based manager on paper, while actually reporting to a Beijing-based ByteDance executive, who ordered him to regularly email U.S. data in spreadsheets to ByteDance workers in China during 2022. fortune.com/2024/04/15/tik…
I was browsing the SEC FOIA logs for B7A exemptions for the month of March when I came across an entry for Ensign Peak Advisors. A criminal defense attorney named Corbin Volluz made a FOIA request on Ensign Peak Advisors and the Church of Latter Day Saints. The request was…
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