Rob’s Educated Guesses @RobEducated
Old hedge fund manager replaced fundamental analysis for narrative watching. I ain’t here on business, I am only here for fun. robs.substack.com Palm Beach, FL Joined May 2013-
Tweets35K
-
Followers12K
-
Following411
-
Likes23K
OpenAI check out seems to bypass $pypl potential entirely.
1
0
1
1K
0
Imagine this person has a job still.
Seriously the WH said Tik Tok US valued at $14 billion? Do I smell bullshit that it is being “sold” in any form or fashion? $meta $orcl
Rob’s Educated Guesses retweeted
On with @MottekOnMoney at @KABCRadio in LA drive time , discussed Bitcoin at $112K as a solid store of value. $BNC's digital asset treasury, holding millions in BNB, is a top play—up big this year. ETFs & DAT treasuries like Michael Saylor's are the future for crypto. #Bitcoin…
$BNC my favorite DAT here. With cash on hand it’s trading at 70% of NAV and BNB great future with big declining supply
iPhone Air is terrific. I don’t care if battery life lesser or fewer cameras. The phone itself is tad longer and so light it’s a 10 out of 10 for me. $aapl
I praise @SamTabar for transparency bit-digital.com/btbt-nav-calcu…
Rob’s Educated Guesses retweeted
📊 𝐀𝐍𝐀𝐋𝐘𝐒𝐓 𝐀𝐋𝐄𝐑𝐓: Citi Downgrades $INTC Intel from Neutral to Sell, Raises Price Target to $29 from $24 — Increase of 21%
The sellside lead time tracker for iPhone is flawed and moronic. They all writing lead times longer. Ordered a max pro day of and it is coming today. Ordered an iPhone air yesterday from Verizon and it is coming TODAY! $aapl
This $nvda $intc call is just a custom CPU that may or may not be successful for a segment of the market. The move in semi caps really makes 0 sense
$aapl talking this bullish hmmm APPLE AIMING FOR 10% INCREASE IN TOTAL PHONE SHIPMENTS IN 2026, BELIEVES INTRODUCING LONG-AWAITED FOLDING MODEL WOULD HELP ACHIEVE THAT GOAL - NIKKEI
$ethz buying back stock 15% under NAV. Who are the morons selling to them? imagine what the stock would do if Thiel bought another 1m shares.
I wanted to love the IPhone Air but the reviews say wait! 🛑 $aapl
Rob’s Educated Guesses retweeted
If you have any interest in $GLXY you absolutely need to read @jonathan_mg27's tweet and read this thread. I think $53.5/share is a fair price for what $GLXY has delivered on so far between their crypto business's & data center business (not even pricing in future 2.7GW…
If you have any interest in $GLXY you absolutely need to read @jonathan_mg27's tweet and read this thread. I think $53.5/share is a fair price for what $GLXY has delivered on so far between their crypto business's & data center business (not even pricing in future 2.7GW…
Rob’s Educated Guesses retweeted
I shared my bull thesis on $GLXY a few weeks back, but didn’t account for a potential consumer app. If that’s in play, upside targets likely need to be revised higher.
I shared my bull thesis on $GLXY a few weeks back, but didn’t account for a potential consumer app. If that’s in play, upside targets likely need to be revised higher.
Who pays these people to speak. Sherlock fucking Holmes
Who pays these people to speak. Sherlock fucking Holmes
Rob’s Educated Guesses retweeted
$GLXY Galaxy is all over this and appears on the verge of releasing their own "Fat app" next quarter as part of their "new initiative". Yet, they are still heavily invested in the L1 protocol's, and should thus benefit no matter where the value ends up being. Investing in Galaxy…
Maybe Fireman Ed is the bad luck charm the @nyjets have? I know his shtick seems old to me.
Kuppy @hkuppy
163K Followers 2K Following CIO of Praetorian Capital. Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. Opinions/not investment advice.
🏴☠️ @calvinfroedge
34K Followers 2K Following You can't pay me to say what you want or not say what you don't want. I strive to say what needs to be said and sometimes settle for saying what I want.
Kaushik @Wiseman_Cap
105K Followers 875 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content |
Jeremy Raper @puppyeh1
50K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
TrumpGrift Capital�... @Crussian17
24K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
Q-Cap @qcapital2020
64K Followers 1K Following • Familia • Grift Detective • No Investment Advice • Nothing to Sell • My Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
Prepared Remarks @P_Remarks
24K Followers 929 Following
Joeri @joeriwestland
17K Followers 543 Following shipping investor/trader. Tweets intended for information only. Retweets ≠ endorsements. No investment advice, do your own DD.
Chad Kusserow @VetTechTrader
14K Followers 2K Following 25+ year career tech investor/hedge fund manager. Fundamental alpha generation and absolute returns, driven by my self-developed R/R system and a touch of TA.
Bill @wabuffo
35K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Barbarian Capital @BarbarianCap
47K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
Mike @NonGaap
35K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
AllThingsVentured @AllVentured
11K Followers 1K Following Bold and unfiltered takes on trade, shipping, and commodities. Not investment advice.
Ultradeep @Ultradeep3
8K Followers 1K Following
Porter Collins @Seawolfcap
51K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
BustinJustin @Jason2195623436
46 Followers 100 Following
Raj @TheMontclairDad
288 Followers 2K Following I invest in companies. Its an art, not a science so be careful what you're quantifying and who you're listening to. Do the work. Avoid the noise.
BetsyPoe @bb5d00OyPAuXnvO
12 Followers 851 Following
D F @espiritumcap
82 Followers 316 Following
scott @scottz06
721 Followers 2K Following My passion is fitness, financial markets, coffee, wine, travel and my kids, ex - kickboxer
Asymmetric Curiosity @AsymCurio
17 Followers 192 Following
Angela Liu @angelacl_liu
212 Followers 4K Following
Fichard Reynman @_fichardreynman
15 Followers 579 Following
Setenay Gel @setenaygel
151 Followers 341 Following
keeeen @13_weiwei
14 Followers 182 Following
Masha @Masha_davi
3 Followers 4K Following
Barry Zhang @Barryzxdh
30 Followers 249 Following
Michael Lui @FreeRoamingDad
75 Followers 229 Following
pepegaQuant @PepegaQuant
961 Followers 3K Following crypto & equities L/S @monocerosven | i scroll here for work | NFA
Darrion Keebler @DarrionK87798
1 Followers 505 Following
PR @PKRTOR
573 Followers 3K Following Your purpose in life is to find your purpose -"Lord Buddha" NOT A FINANCIAL ADVISOR- ALL TWEETS ARE JUST MY OPINION- Please do your DD and consult your Advisor
SharonGunther @1FdLumb1728vq
20 Followers 505 Following
JR @seper8tor
553 Followers 950 Following $GLXY $CORZ $SOL $LINK Real Estate Investor. Crypto. 49ers, Giants, Warriors fan. Retired after 27 years as an FAA Air Traffic Controller.
Kian Fraser @kianlfraser
17 Followers 57 Following 21yo Hedge Fund Manager working at SevenSistersCapital.
Luca Research Investm... @Biobeats99
640 Followers 756 Following Equity Research. Full reports in Telegram channel: https://t.co/fqyM9KeaIB
Sraoobi @Sraoobi663
110 Followers 2K Following
MarketPulse @jej7hfisc316870
5 Followers 441 Following U9.M777 te invita: colabora como influencer. Premios reales, comisiones y apoyo. WhatsApp: +52 81 1489 6710
Real Tim Donnelly @PatriotNotPol
21K Followers 12K Following Fmr CA State Assemblyman | Author | Minuteman Leader
D @lifeisgood8888
3K Followers 6K Following "You cannot comply your way out of tyranny." "You cannot wake a person who is only pretending to be asleep." Be strong, have courage, do the right thing.♥️
Allen No @No8Allen
32 Followers 169 Following
Antonio Sellemi @AntoZiggy
75 Followers 133 Following
Under The Elm @OtheCherokees
151 Followers 161 Following
pratik agrawal @apratik89
55 Followers 292 Following
Aurora @my_sxx
140 Followers 954 Following Proficient in U.S., Hong Kong, and A-share markets 📈; well-versed in financial instruments and derivatives trading 💹, capable of providing clients with divers
Albrarmuiq @Albrarmuiq5977
86 Followers 2K Following
Decap @JoeDaHater1
1K Followers 6K Following Superspeculator, shitcoin plumber Humanracing bettor liquidity voyeur and onchain peeping tom @guillotine_cap
MAK @lilmuzzivert
2 Followers 50 Following
Uivwuuisu @Uivwuuisu51759
22 Followers 1K Following
Alyssa Nur @Alyssa__Nur
339 Followers 3K Following Crypto enthusiast! 🤩🧠 DMs are open 📩✨. I will never unfollow. ❤️🤝 🔄 Reposted content does not imply endorsement. 🔄/⚠️
Kaushik @Wiseman_Cap
105K Followers 875 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content |
Special Situations �... @SpecialSitsNews
132K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
TrumpGrift Capital�... @Crussian17
24K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
DaRazor @akramsrazor
21K Followers 688 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Joeri @joeriwestland
17K Followers 543 Following shipping investor/trader. Tweets intended for information only. Retweets ≠ endorsements. No investment advice, do your own DD.
Mike @NonGaap
35K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Andrew Walker @AndrewRangeley
36K Followers 827 Following Emperor of @YetAnotherValue. Part time podcast host / blogger; Full time Cookie Monster.
Porter Collins @Seawolfcap
51K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Antonio Linares @alc2022
103K Followers 253 Following Early and long term $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL investor. This is not financial advice and is my ONLY account. Please do your own research.
Matt Cole @ColeMacro
19K Followers 2K Following Chairman & CEO @Strive (Nasdaq: $ASST). Fighting for freedom, capitalism, and Bitcoin. @hurdleratepod
mNAVBaseLine @mNAVBaseLine
1K Followers 74 Following The only realtime mNAV for SBET (BMNR, DYNX & MSTR coming soon) Pre-filing estimates, as accurate as the market gets. Product release date coming soon.
AustrianSchoolSwift @AustranSkolSwft
1K Followers 930 Following 'A Nightmare Dressed Like a Daydream' I love econ, art, philosophy, and history. MMA/UFC fanatic. Recent focus on trading, macro econ, and data centre companies
The Korea Economic Da... @kedglobal
1K Followers 393 Following The Korea Economic Daily is a digital media platform where news and analysis on Korean companies, industries, and financial markets are delivered.
SBG @SBG_jerry_1006
1K Followers 583 Following 華崩電衝阿! 牙科牙起來！ 跛豪衝啊(腿斷了)！本人是工程師希望能工程的角度觀察產業 最近的產業topic:AP(先進封裝)、 Si-ph(矽光子)
Kevin Chin @KevinChinARO
3K Followers 208 Following Impact Entrepreneur | Author of HyperTurnaround! | FixUps, StartUps and ScaleUps | DeFi | Founder, Arowana | Chairman, VivoPower
Omer Cheema @OmerCheeema
4K Followers 608 Following All about Chips. Semiconductor industry expert. ex AMD, ex Samsung. currently managing a product division at Renesas. Opinions are mine.
Mike Dano @mikeddano
14K Followers 941 Following Lead Industry Analyst at @Ookla. Previously a telecom journalist.
stevekurz @SteveKurz
2K Followers 1K Following Global Head of Galaxy Asset Management @GalaxyHQ Term Member @CFR_org Ambassador @NavySEALfnd Disclaimer: https://t.co/1ZcjLeJZUw
Jonathan Goldowsky @jonathan_mg27
1K Followers 478 Following Head of IR at Galaxy $GLXY Disclaimer: https://t.co/WCauVkJNuX
Duncan @FloodCapital
31K Followers 936 Following Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.
JR @seper8tor
553 Followers 950 Following $GLXY $CORZ $SOL $LINK Real Estate Investor. Crypto. 49ers, Giants, Warriors fan. Retired after 27 years as an FAA Air Traffic Controller.
Rittenhouse Research @RHouseResearch
4K Followers 230 Following Software, digital infrastructure, fintech, and blockchain.
Reg. BS @PD13158196
4K Followers 827 Following High returns, aren’t necessarily market anomalies, but measures of far greater risk. (all personal views, no financial advice)
Compound Interest Enj... @YoYInvestor
2K Followers 55 Following Concentrated investing and opportunistic trading
Avichal - Electric ϟ... @avichal
64K Followers 3K Following Co-Founder @ElectricCapital Chairman @crypto_council Views are my own; DYOR
Austin Storms @austorms
6K Followers 876 Following Co-Head, Galaxy Data Centers @galaxyhq | prev. prod + eng @gamdotai | #Bitcoin, Texas, AI, and ERCOT. Disclaimer: https://t.co/DPS7dQtTor
Austin Lyons @theaustinlyons
2K Followers 893 Following Trusted by tech industry leaders. Founder @chipstrat. Tech Analyst @creativestrat. MSEE + MBA.
VivoPower @Vivo_Power
6K Followers 20 Following VivoPower ($VVPR) is undergoing a strategic transformation into the world’s first XRP-focused digital asset enterprise.
puffin @puffinancial
523 Followers 893 Following buyside tech but i discuss whatever tf i want. best golf score: 84 (twice). this sht ain’t nothing to me man. radius/spybar front right. only ideas not advice
Daniel Newman @danielnewmanUV
65K Followers 4K Following CEO @TheFuturumGroup @FuturumEquities | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Dad x3 | Disclosures👇
Sawyer Merritt @SawyerMerritt
966K Followers 403 Following EV/space/tech news. Bringing you the latest news in a single, easy-to-read feed. $TSLA investor & Model Y owner.
Danny Dayan @DannyDayan5
23K Followers 428 Following Ex Hedge Fund Manager; Global Macro Volatility Portfolio Manager. Chicago Booth MBA & CFA. My views do not consist of investment advice.
Eric Stewart @Stewart_of_Mars
403 Followers 398 Following Co-founder of https://t.co/x6D9tP4QQN 📃-🚀 We make the FCC's regulatory process accessible and actionable for everyone. https://t.co/dDljeVdioq
M5IVE @ive_m5
5K Followers 617 Following Pedal to the metal on the quad exhaust. Living on the edge, 550mph at a time with an unbiased view from the front
Yonezu Investing @SteveYonezu
18K Followers 304 Following Head of Research at Stock Talk Insiders. Swing/day trade ideas w/ asymmetric risk/reward. Passed all 3 levels of CFA exam in 18 mos. Not Financial Advice
Dr Vinnie Boombatz @halfblindmonkey
483 Followers 192 Following Just a regular blind monkey looking for a buck. Back-testing confirms I’m half right half of the time.
Sebastian Chamorro @schamorro357
824 Followers 540 Following Real Countries Have Fabs $INTC Free The Plant $MSOS Bring Back American Manufacturing 🇺🇸🏭 NFA
JT @lokoyacap
4K Followers 1K Following I invest in Global Technology across sectors and geographies.
QF Research @ResearchQf
16K Followers 647 Following PM at large institutions over 20Y. Investments decisions are your responsibility. DYODD. Analyze distributionally but non-deterministically. RTs ≠ endorsements.
Asymmetric Bets @UncleAlpha007
3K Followers 1K Following 10 years buy-side | idiosyncratic stock ideas with accelerating fundamentals
Mojo @Mojo_flyin
4K Followers 687 Following Innovation & Disruption. Contrarian. Unboxed | EVs. Tech. Autonomous. Macro-economics | Un-doctoring The Spin | Not 💰 Advice
DonCorleone77 @CorleoneDon77
6K Followers 1K Following I was honored to be named the Stocktwits 2025 Community Member of the Year. Here is a link to my Stocktwits profile page: https://t.co/I2L9a0Q9t5
Core Scientific @Core_Scientific
21K Followers 57 Following Rapidly delivering high-density colocation at scale | NASDAQ: $CORZ $CORZW $CORZZ
Hardik Shah @AIStockSavvy
21K Followers 1K Following Software Developer | AI-Powered News Insights, Earnings Reports and Analyst Ratings | No Paywalls | Follow for Savvy Insights, Not Advice #AI #StockMarket
Irrational Analysis @insane_analyst
4K Followers 95 Following Engineering-Driven Investment Analysis
Select Committee on C... @committeeonccp
41K Followers 189 Following Select Committee on China led by Chairman @RepMoolenaar
John Trades MBA @JPATrades
202K Followers 71 Following Investor | Dip Connoisseur | Not Investment Advice | $SPY $SPX
Lee Roach @leevalueroach
8K Followers 262 Following I’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
LongShotCap @LongShotCap1
643 Followers 2K Following L/S. Fan of stuff that makes the world go ‘round.Trends for United States
165 B posts
20,1 B posts
13,5 B posts
474 B posts
342 B posts
64,5 B posts
2.421 posts
6.763 posts
10,2 B posts
3.518 posts
2.695 posts
249 B posts
49 B posts
46,9 B posts
13,1 B posts
8.348 posts
36,5 B posts
10,7 B posts
132 B posts
27,3 B posts
You might like
Deep Sail Capital
@DeepSailCapital
55K Followers
維港茶餐廳
@weigang32156291
4K Followers
Chris Sommers
@ChrisSommers79
23K Followers
Mike
@NonGaap
35K Followers
Vacation Capital
@JBierne
6K Followers
Hidden Small Caps (Mi...
@hiddensmallcaps
18K Followers
Bayat Al-Manzel Real ...
@bayatalmanzel
1K Followers
SPACuity
@SPACuity
3K Followers
Julian Klymochko
@JulianKlymochko
29K Followers
Ajit Mishra
@ajitosu
5K Followers
田丸暁生 作曲...
@GAIALOVES_CEO
3K Followers
Tsachy Mishal
@CapitalObserver
15K Followers
RLH Capital
@valwithcatalyst
3K Followers
Yaron Naymark
@1MainCapital
33K Followers
3:10 Value
@310Value
10K Followers