ThesisDrifter @NonLinearRisk
there is more risk to not taking enough risk. nfa Joined June 2025-
Tweets966
-
Followers107
-
Following159
-
Likes61
AI complex is overdone fundamentally with previous leaders $BE $LITE trading sub 10x p/s ntm if Open AI 1.25t and Anthropic 1.5t valuations are right and financing risks from hyperscaler narrative is inflated
0
0
1
65
0
View Details
@JackFarley96 this game is a bit harder than it appears from the sidelines eh
$SMH NTM P/E at 16.8 currently is lower than than tariff lows, iran war lows and the momentum meltdown lows, essentially, $SMH is the cheapest its been since the AI led bull market started in late 2022
@Marian_L_Tupy Does that say 2022 and 2017?
@earnings_guy not sure how the analysts miss this much. wasnt it already disclosed?
what's wrong babe? you are only at 20% weekly opus 5.5 usage
@RJCcapital i have like the same book, how tf did they blow up? must have been some other sort of leverage in a lot of these names too. sure they suffered big drawdowns but if they were in most of these names early in the year, they'd be up quite a bit, no?
this certainly feels more like a true bottom than it did in july
$QQQ basically trading at the same P/E NTM at the 2025 tariff lows
$CRWV R2G today means capitulation and resumption of melt up market after long pause
$MU goes R2G today and the bull markets lives on
i know all of fintwit only has a 2 week time horizon but am i the only one that thinks anthropic numbers over 1-2 years, specifically, that they are now cash flow positive, is net bullish the AI trade? Positioning/sentiment reset needed but also bullish. both can be true
sure feels like a “The market will do whatever it has to do to embarrass the greatest number of people to the greatest extent possible” kind of stock and bond market @WalterDeemer
@AndreasSteno I would think a semi basket discounts future exports faster than the actual exports rates of change
@AndreasSteno What in there suggests exports is a leading, not lagging indicator?
@realroseceline I have it organizing/categorizing my online cookbook/recipe database. From what I had in there already, I have it sourcing the web for recipes it thinks I would like, also providing cost optimized grocery lists for recipes that overlap ingredients
@ThematicTrader @SixSigmaCapital kudos to you, i cannot handle that level of volatility, conviction pays over time if you are right so best of luck
@Ross__Hendricks long energy short tech pair still underperforming SPY ytd
@Geiger_Capital @agnostoxxx is that inclusive of your reaction to it?
Christina Taylor @Tina_Taylor84
442 Followers 287 Following Strong enough to stand alone Smart enough to know my worth Kind enough to appreciate genuine people
Sam Ro. 📈 @SqmRo1_
17 Followers 1K Following Award-winning author of @KerLLC, a newsletter focused on the fact that the stock market tends to rise over time. 35k+ subscribers. Optimistic for the long run.
Sulakhna @Sulakhna18100
4 Followers 669 Following
Karin @Karin_Louiso
78 Followers 442 Following Your efforts today are the foreshadowing of good fortune. Your efforts today are the flowers that will bloom tomorrow
Evangeline Colclough @Evangelinedmix
18 Followers 1K Following
Nila @HergP
91 Followers 324 Following While exploring the world, I also love capturing and recording the beautiful moments that belong to me. #BTC enthusiast
Yvette May @YvetteMayuysh
11 Followers 639 Following
Ariel Hernandze @RaeISimpleAriel
44 Followers 930 Following Day trader turned swing trader. Here to help others improve their trading! Join me for live streaming on Discord. https://t.co/QlP2O00b72
Zephyrine @olamideajibol13
163 Followers 70 Following
Janet Wallis @JanetWalliw0qk
20 Followers 1K Following
Tanh @Tanh9tOQ
0 Followers 123 Following
Richard_Heart. @__RichardHeart_
14 Followers 2K Following Richard only communicates in person. He doesn't use twitter, telegram, social media, email, msgs, youtube, newspapers, magazines, mail, tv, or radio. Humble❤️🙏
TPac @TomPacheco
979 Followers 2K Following Markets, investing, travel & good food. Always curious, always learning. Here for smart conversations and a little fun
HenryStarship @HenryStarship
179 Followers 3K Following Tracking the next era of human progress. Tesla | SpaceX | Neuralink | The Boring Company | xAI #Zip3Port
Gabi @Gabieldiablo
23 Followers 368 Following
MysteriousMolecule @MysteriousMole1
2K Followers 3K Following Unrelenting, unfiltered. Drug R&D and due diligence. Nothing I post is investment advice. https://t.co/FdIB2QMeIX
Rachel Bartels @rachel_bartel5
640 Followers 4K Following 🇪 🇳 🇹 🇷 🇪 🇵 🇷 🇪 🇳 🇪 🇺 🇷 🅼︎🅰︎🆁︎🅺︎🅴︎🆃︎📶🅴︎🅳︎🆄︎🅲︎🅰︎🆃︎🅾︎🆁︎ FINANCIAL ANALYST💲📈📉
Sofi ❤️ @josue_coelloec
42 Followers 2K Following 25 🇺🇸 pretty and peaceful if i followed, don't leave me hanging 💞
The Lyn Alden @TheLynAdnContat
234 Followers 4K Following Author of Broken Money & The Stolguard Incident. Investor with a blended engineering/finance background. GP @egodeathcapital. Director at Bakkt & @Swan.
macro @TheMacroGame
857 Followers 472 Following CIO Macro/Quant Equity fund. Courage is knowing what not to fear / The best way out is always through
Samanta LaDu @samaladutha
7 Followers 623 Following Proud Founder + Mother. Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes. "Often right for the wrong reasons."
QuinnStone @Massacio7387186
16 Followers 380 Following Exploring new places and new ideas Sharing kindness wherever I go.
Za (private) @Zastockssss
28 Followers 766 Following This is my trading and investing journal where I share charts, trade ideas, and market thoughts. Posts are not financial advice.
Le Shru @agnnostox
46 Followers 3K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
DM ME WITH YOUR CASH ... @DMMEFORSUPPORT
36 Followers 1K Following I'm a PHILANTHROPIST. Goals: I'm here to help struggling Mom and Dad, military, students, unemployed people and young youths to achieve their dreams🏡 🚗💰💰❤️
Josh Schuler @tladewithprof
102 Followers 935 Following In markets since '09. Farming out "4Question Playbook Traders" since '14. #Futures focused auction theory posts from @joshschuler
Ariel Hernadez @RcalSimpleArel_
18 Followers 769 Following Day trader turned swing trader. Here to help others improve their trading! DM’s for Discord.
Oliver P Kell @OlivierKell_
91 Followers 1K Following 2020 US Investing Champion. Setups/rules in e-book Nothing said is financial advice to buy/sell
MaggieMackintosh @lc5oCgS6cgQWu7Q
181 Followers 6K Following
Ryan @RyanHubbard28
545 Followers 7K Following
BrilliantLadyBoss �... @Rafapessi2
57 Followers 1K Following Observing, interpreting, executing. 💼 💰
Like Crack in the 80s @milkdud12123
0 Followers 2K Following
Franny @Franny8
2K Followers 209 Following Just going to yap here so i don't annoy my wife with stock talk.
Brian G ☀️ @alphacharts
12K Followers 171 Following Catch the big trends & keep it simple. Engineer and CFA. Entered markets in '99. StockTwits since '11. Not investment advice.
Josh Wolfe @wolfejosh
274K Followers 8K Following co-founder + partner @ Lux Capital | Trustee @SfiScience Santa Fe Inst | Founding Chair @CiPrep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Derya Unutmaz, MD @DeryaTR_
343K Followers 9K Following Professor scientist, immunologist, biomedical engineer & Biohacker. ALL IN ON AI, SI & ROBOTICS! #Longevity #BioAI #Codex #Space #Scifi #Singularity #trekkie 🖖
AlgoFlows @algoflows
18K Followers 431 Following Systematic L/S trader. It’s just math all the way down.
Ian Cassel @iancassel
295K Followers 663 Following Finding great companies early @MicroCapClub // @PlanetMicroCap // @IntelligentCM // Author of "Stock Picker" https://t.co/SxPFqb5B0P
Fed @lord_fed
56K Followers 485 Following Cross-Asset PM, predominantly L/S equities, commodities and FX. Sometimes rates, sometimes memes.
Mr. VIX @yieldsearcher
25K Followers 2K Following Fixed income background. Sharing thoughts on macro and global affairs (mostly for my own memo). Not a flow guy; NO investment/trading/financial advice.
Ritholtz @RitholtzWealth
46K Followers 84 Following Insights from the whole gang. Ritholtz is a registered investment advisor providing financial planning, advice, and portfolio management.
World Insights @World_Insights1
150K Followers 840 Following Unbiased Stats & Maps 🔥 Uncovering insights in Tech, Infra, Energy and Economy. US | UK | Global 👇Join the 1% who see the trends first.
Baltimore Ravens @Ravens
1.9M Followers 148 Following Official Twitter account of the Baltimore Ravens | Instagram: Ravens | TikTok: Ravens | 👻: BLTRavens | @RavensPromos | @RavensCommunity | #RavensFlock
paksuite @paksuite
10 Followers 50 Following
Mike Zaccardi, CFA, C... @MikeZaccardi
82K Followers 92 Following Financial writer. Markets & charts. Subscribe for exclusive charts, direct engagement, and a follow-back. Open to freelance or full-time work.
QF Research @ResearchQf
26K Followers 374 Following PM at large institutions. Investment decisions are your responsibility. DYODD. Analyze distributionally but non-deterministically. RTs aren’t endorsements.
EliteOptionsTrader @EliteOptions2
255K Followers 85 Following I'm Brando- Day trader for 15 years. 📈 💰 I'm here to share my knowledge, experience, and help educate all traders. Link below for the discord ⬇️
Sonali Basak @sonalibasak
63K Followers 5K Following Chief Investment Strategist, iCapital. Former Bloomberg anchor/chief financial corspd. Views are my own. Not an offer or recommendation. https://t.co/X0LnjEYnPR
Kevin Gordon @KevRGordon
31K Followers 417 Following Head of Macro Research and Strategy, Schwab Center for Financial Research Disclosures: https://t.co/bsSsWGUp7P
Joe Lonsdale @JTLonsdale
341K Followers 528 Following I'm an entrepreneur, investor, & philanthropist. I founded @PalantirTech @Addepar @UAustinOrg @8VC & other mission-driven orgs. Bold policy @InstituteCicero
Steve Burns @SJosephBurns
1.1M Followers 339 Following I tweet about trading, financial markets, & financial freedom. I also share what I find inspiring & motivating. I’m a trader & the founder of https://t.co/TT0duLcHc3
Yardeni Research @yardeni
67K Followers 51 Following Unlock your financial potential. Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market.
Rihard Jarc @RihardJarc
83K Followers 3K Following Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.
Fundstrat Direct @FundstratDirect
63K Followers 66 Following Powered by @Fundstrat's award-winning research, used by banks & hedge funds, now available to individuals. Start your 30-day free trial👇🏽
Kris Sidial🇺🇸 @Ksidiii
87K Followers 877 Following Co-CIO of Ambrus| (Focus: Volatility Trading / Tail risk hedging )| @penn guy ( These are my personal thoughts and not the opinions of Ambrus)
Taylor @TLAMB91
38K Followers 676 Following Deciphering options flow & dark pool data since 19' Market education and technical analysis Fibonacci 🐚 I'm live on voice every morning - link below
Cluseau Investments @blondesnmoney
73K Followers 2K Following Not Financial Advice Insert extremely corny quote here
Beth Kindig @Beth_Kindig
184K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Za @ZaStocks
90K Followers 406 Following This is my trading and investing journal where I share charts, trade ideas, and market thoughts. Posts are not financial advice.
Ayesha Tariq, CFA @AyeshaTariq
57K Followers 946 Following Mother | I analyze macro, markets & companies to find investments | There's always a story behind the numbers |
Jonah Lupton @JonahLupton
555K Followers 3K Following CEO/CIO @FirstWaveFund, long-biased hedge fund, interested in undervalued growth stocks w/ under-appreciated fundamentals & catalysts, looking for 3-5x baggers
Brad Freeman @StockMarketNerd
201K Followers 1K Following Detailed equity research and balanced portfolio insights for serious investors who want analysis over hype. Invest with good reason here.
M. V. Cunha @mvcinvesting
96K Followers 408 Following Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
The Compound @TheCompoundNews
55K Followers 0 Following Finance - Investing - Trading - Economy - Tech - Media https://t.co/yzwRchxJna
Tom Lee Tracker (Not ... @TomLeeTracker
54K Followers 112 Following Daily updates on Tom Lee’s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.
Liz Thomas @LizThomasStrat
106K Followers 878 Following Chief Market Strategist at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
Brad Gerstner @altcap
235K Followers 1K Following Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
Bucket Shop Capital @bucketshopcap
26K Followers 1K Following Private investor. Former allocator and buyside TMT analyst.
Nutlick Capital @nutlickcapital
1K Followers 695 Following Chat shit, get bangers. Chat shit: Markets, crypto, tech and people. Bangers only. If it sounds sarcastic, it probably is.
Dividendology @dividendology
129K Followers 1K Following Follow for the Best Dividend Growth and High Yield opportunities! 250k subs on YouTube and growing!
The Earnings Correspo... @earnings_guy
100K Followers 90 Following Giving you all the details about companies earnings Charts by TradingView: https://t.co/6OyYSIcIN0 To support me: https://t.co/xaI23lGT66
Kyle Chan @kyleichan
52K Followers 2K Following Fellow at @BrookingsInst China tech: AI, chips, robotics, EVs, clean energy High Capacity newsletter & podcast: https://t.co/D6k0b2dJgZ
Ken Fisher @KennethLFisher
424K Followers 293 Following Self-Made Multi-Billionaire, Global Investor, Father of P/S Ratio, NYT Bestseller, Market Guru, Financial Columnist and Tree Nut.
Jack Prescott @JackPrescottX
17K Followers 413 Following Long term investor | Sharing research, news, & memes $PLTR $ABCL | Seeking exceptional companies
Arfur Rock @ArfurRock
41K Followers 6K Following anon GP at your favorite multi-stage VC // OS intel for the private markets
Real Day Trading @RealDayTrading
25K Followers 23 Following Welcome to Real Day Trading - We are here to help those make a living through short-term trading - the right way. Not financial advice - trades are your own.Trends for United States
You might like
Elon Musk
@elonmusk
241.5M Followers
Barack Obama
@BarackObama
118.8M Followers
Cristiano Ronaldo
@Cristiano
114.5M Followers
Donald J. Trump
@realDonaldTrump
111.8M Followers
Rihanna
@rihanna
98.7M Followers
NASA
@NASA
92.3M Followers
Justin Bieber
@justinbieber
91.8M Followers
Taylor Swift
@taylorswift13
84.0M Followers
Lady Gaga
@ladygaga
75.5M Followers
Virat Kohli
@imVkohli
73.5M Followers
Kim Kardashian
@KimKardashian
70.9M Followers
YouTube
@YouTube
68.8M Followers
Neymar Jr
@neymarjr
66.5M Followers
Bill Gates
@BillGates
65.3M Followers
Selena Gomez
@selenagomez
63.1M Followers
CNN
@CNN
61.7M Followers
X
@X
60.7M Followers
CNN Breaking News
@cnnbrk
60.0M Followers
PMO India
@PMOIndia
58.4M Followers
LeBron James
@KingJames
55.4M Followers