Brad Freeman @StockMarketNerd
I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2| stockmarketnerd.com Florida & Michigan Joined May 2019-
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Followers133K
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Following1K
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Lot of noise on Twitter, inflation, yields, fed funds etc… 𝑨 𝒚𝒆𝒂𝒓 𝒂𝒈𝒐 … 4̳/̳2̳6̳/̳2̳3̳ vs today: $NVDA $266 $877 #Bitcoin $28k $63k $META $236 $440 $MSFT $295 $406 $CRWD $125 $305 Zoom out.
Just FYI -- I've started posting frequently on @Stocktwits. I love Twitter. Built my business thanks to Twitter. Will keep posting on Twitter like I always have. Just there too for folks wanting a more focused investor community app. Handle is Stockmarketnerd. 🙂👍
Wild week incoming: One pagers coming -- $SOFI $PYPL $AMZN $PINS $SMCI $LMND $AMD $MA $AAPL $COIN $DKNG $BILL $NET $SQ Mid week reviews -- $SOFI Monday; $PYPL & $AMZN Tuesday; $AAPL & $NET Thursday Saturday reviews -- $LMND $MA $DKNG $SQ; summaries of the rest Can't wait. 🙂
14 companies on the earnings coverage schedule for next week. 4 holdings are reporting. Can't wait. Buckle up. 🙂🤓
Can $SOFI just relax until earnings are released Monday morning? Such a noisy stock for such a well-run company.
This week, newsletter subs got $TSLA $META $MSFT & $GOOGL earnings reviews. Tomorrow, they get $V $NOW & $SPOT reviews... more earnings insights... $AMZN & $SNOW news... etc. Shrinking time spent to keep up with holdings from days to minutes. Link in bio to subscribe for free.
Still working. Should be published before 10 eastern. Meaty reports.
$MSFT guide: 1) $64B revenue guide misses by 1%. 2) Azure to maintain 30-31% CC growth despite capacity constraints. 3) EBIT beats by 1.1%. Preliminary 2025 guide: 1) 10%+ revenue & EBIT growth (14% growth for both expected). 2) 100 bps of EBIT margin contraction via ramping…
It is insane that GenAI is already propping up $MSFT Azure growth by 7 points. Massive financial impact on a massive revenue base happening now. Not just for infrastructure players. The early leader in GenAI monetization within consumer & enterprise software as well as cloud.
$GOOGL call/victory lap done. $MSFT call starting now (guidance should come in about 30 minutes). Full, detailed review article for both will be sent later tonight. Link in bio to subscribe for free.
Satya & Sundar putting the market on their backs. 👍🙂
New podcast episode with @StockMarketNerd We cover: - Brad's investment philosophy of finding companies that have to do less work per customer - Nubank's investment case - Differences between Nu and SoFi - How Brad doubled down on Meta - Some other companies like Crowdstrike,…
People thinking $META can't monetize AI should go back & look at every single product in its history. They make sure products are great, scale them... & THEN they monetize like crazy. Every single product. Same playbook as always. Shouldn't be surprising. & to me... leaning…
Brian Feroldi @BrianFeroldi
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2K Followers 154 Following Invirtiendo a largo plazo en empresas de calidad.Fernando Tejera @tejera_fer
0 Followers 145 FollowingBrian Feroldi @BrianFeroldi
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353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.Brian Stoffel @Brian_Stoffel_
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150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KRFrom Growth To Value @FromValue
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127 Followers 1K FollowingMarket Cap Trainers @NSE_Investors
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281 Followers 145 Following Interested in BTC, fintech, AI and liberty.@StockMarketNerd @Stocktwits You got a follower immediately.
@StockMarketNerd @Stocktwits Thank you. Other day, your post popped up as exclusive on twits. Please keep posting all your good work! 🙏
@StockMarketNerd @Stocktwits I think I will set up there as well. There are days when this platform beyond fintwit just isn’t for me.
@StockMarketNerd @Stocktwits Hey Brad, I've been there for years and just started posted there again. stocktwits.com/RosannaInvests
@StockMarketNerd @Stocktwits Good to know! Thanks for your time allocated to do that! 🤝
Lot of noise on Twitter, inflation, yields, fed funds etc… 𝑨 𝒚𝒆𝒂𝒓 𝒂𝒈𝒐 … 4̳/̳2̳6̳/̳2̳3̳ vs today: $NVDA $266 $877 #Bitcoin $28k $63k $META $236 $440 $MSFT $295 $406 $CRWD $125 $305 Zoom out.
@StockMarketNerd @Stocktwits Don't doubt you'll post quality, looking forward to that
@StockMarketNerd @Stocktwits I also use stocktwits but quality of posts is less good, less structured. It has its use, more traders there.
Huge week ahead! Can't wait to see $SOFI and $PYPL after earnings
Wild week incoming: One pagers coming -- $SOFI $PYPL $AMZN $PINS $SMCI $LMND $AMD $MA $AAPL $COIN $DKNG $BILL $NET $SQ Mid week reviews -- $SOFI Monday; $PYPL & $AMZN Tuesday; $AAPL & $NET Thursday Saturday reviews -- $LMND $MA $DKNG $SQ; summaries of the rest Can't wait. 🙂
Controversial thought experiment: What would happen if companies told universities that they wouldn’t hire ANY of their students unless the schools take decisive action to end blatant antisemitism on campus. After all, no company would use an executive search firm with even one…
@amitisinvesting Don't agree at all. More bots, more spam, more fake engagement.
@StockMarketNerd I hear sounds of Cha Ching, Cha Ching 💰 Let's go $SOFI, $PYPL, $PFE and $AMZN
@XEdJones @drowsyinvestor @investing_bear Thanks Ed!
@drowsyinvestor @investing_bear @RyanReeves_ Great listen fellas. Really enjoyed hearing you all talk about $meli and $nu. Two companies I really like. @RyanReeves_ really knows these companies extremely well and his thoughts on the businesses were excellent. Looking to add to $nu and build out a bigger position. 😴 🐻
For those that missed episode 13 of Faces For Spaces with @investing_bear and me, we had an awesome conversation with Investing City’s @RyanReeves_ . We took a “trip” down south and chatted $MELI and $NU. We talked investing philosophy, $TMDX, $NVDA, and of course $AXON. 😴🧸
@investing_bear and I are back in Episode 13 of Faces For Spaces. We will be chatting all things investing and a few companies with Investing City’s @RyanReeves_. Bear and I are huge fan of his work and podcast, can’t wait to learn from him. 😴🧸 x.com/i/spaces/1yqkd…
@StockMarketNerd The work is truly appreciated! One of the top accounts 🔥