Isabelle Thomas @_Isabelle_Queen
Joined October 2023-
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[ GE Vernova Takes Hit from New Turbine Blade Failure at UK Offshore Wind Farm ] seekingalpha.com/news/4143239-g… 1/ A turbine blade at a UK offshore wind farm under construction failed on Friday. The failure occurred at the Dogger Bank A wind farm, which is part of the 3.6GW Dogger…
The Pope has spoken.
Let's start with the Q2 letters ! From now on, every Wednesday in the newsletter I will send all the analysis published here in the previous 7 days, in plain text, with links to all the letters. I will also add some extra analysis and some extra links to letters with interesting…
Sign up now! Webinar about Amazon is tomorrow $AMZN We are all going to learn a lot here.
Sign up now! Webinar about Amazon is tomorrow $AMZN We are all going to learn a lot here.
[ BofA's Hartnett: A Time of Struggle ] 1/ The prime rate, the lowest rate at which US small businesses can borrow, is at a century-high of 6.5%. The rise in real interest rates is slowly impacting US consumption and the labor market. 2/ Global rate cuts are no longer a…
$META is nearly flat now Market participants are remembering that the company produced $10B FCF/quarter for the last 5 quarters while maintaining 40% operating margins and Zuck morphing into an Albanian Gangster
$TARS $40 M revenue in quarter. Guiding to 10% sequential growth in Q3 due to seasonality then stronger growth in Q4. GTN improving nicely. Seems pretty good to me. 🤷♂️
Historically, Small caps outperform when the Fed starts to ease. If we are indeed entering a sustained Bull Run for Small caps, fortunes will be made owning the right stocks. Below, I highlight my top 6 Small Caps with multi-bagger potential: marlincapital.substack.com/p/6-small-caps…
California Chinese Fireworks Productions Stock Certificate from 2004
Lumen Technologies shares jumped 54% this month. The CEO calls them the "backbone of the AI economy."
Super Micro Computer's FY25 and FY26 EPS consensus estimates rose post-earnings. Higher sales estimates offset lower gross margins. Shares now trade at: - 14x FY25 EPS - 11x FY26 EPS
A Primer on Early-Stage #Biotech #VC Great perspective from our incredible Atlas colleague Aimee Raleigh. @AimeeRaleigh13 lifescivc.com/2024/07/a-prim…
The payment, based on a revenue share, is included in Google's TAC. Whether the revenue is incremental or not is debatable, but it's clear that Apple enabled those revenue-generating queries.
[ $AAPL Q2 2024 Earnings ] Apple anticipates similar revenue growth in Q3 2024, with services revenue expected to grow at a comparable rate to the previous three quarters. The company projects OpEx of $14.2-14.4 billion for the upcoming quarter, with an estimated gross profit…
[ Nvidia's GB200 Launch Delay: Limited Impact on Memory ] - Nomura Nvidia's Blackwell chip series and GB200 launch could be postponed by about 3 months due to design flaws. The release might shift from late 2024 Q4 to 2025 Q1 or Q2. To mitigate this delay, Nvidia plans to…
Delta CEO on Microsoft: "My sense is they're probably the most fragile platform within that space. When was the last time you heard of a big outage at Apple? I've got tremendous respect for Microsoft, but they're building the future and must fortify the current."
Delta CEO on Microsoft: "My sense is they're probably the most fragile platform in that space. When was the last time you heard about a big outage at Apple? I have tremendous respect for Microsoft, but they need to fortify the present while building the future."
.@kaileyleinz asks California Rep. John Garamendi how Vice President Harris should counter Republican attacks regarding the border, and if he thinks selecting Arizona Sen. Mark Kelly as her running mate could be an advantage trib.al/TQvva8y
Updated cloud market share: - Amazon AWS continues losing share to Microsoft Azure and Google Cloud. - This isn't a complete criticism of AWS; it's due to their strategy and cloud purchasing trends.
Eholi @Eholi88049
8 Followers 814 Following Digital Marketer | Content Strategist | Coffee Enthusiast✨
MaxineSheridan @j1G89gg71gsYK0
6 Followers 597 Following
EV_BatteryBets🇺�... @Oumirxi56870
40 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
UrsulaEvelina @3973Gm80yyS5mzi
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HildaEmerson @pMlj4t0TwywBVu
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Kenscapes @Kenscapes1
5K Followers 5K Following Bills Fan Forever!! #BillsMafia #GoBills #NoPolitics
MACD_Trading🇺🇸 @Rhawo1518308
40 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Beth Kindig x @BethKinq
119 Followers 3K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio,
John Trades @TradesJPA
218 Followers 7K Following Investor | Dip Connoisseur | Not Investment Advice | $SPY $SPX
Aswath Damodaran @AswathlDamdaran
499 Followers 7K Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
TESLA CARS ONLY.⚡ @danWpreistley
23 Followers 1K Following Photos and videos for Tesla cars. Dm for credit and taking content down. Disclosure: Not affiliated with @Tesla
Za @ZaStockz
94 Followers 1K Following My trading and investing journal where I share charts, trading ideas, and market thoughts. Posts are not financial advice.
Daniel @7LukeHallard_1
3 Followers 120 Following break down Investing and Psychology Concepts. For Company Research and my Portfolio, click here: https://t.co/Sd6KkaYweA
Tesla project @slettenowens
690 Followers 7K Following Get Trump Silver Coins now to become Trump made millionaire.
Sleep Well Investment... @SleepWellTrung
5K Followers 893 Following Author of Sleep Well Investments newsletter | Outperforming the market by owning mundane time-tested businesses https://t.co/vff3qingoI
Larry Thompson @Hostile1charts
936 Followers 5K Following CMT Candidate (Exams Done) | CPA | Keep it Simple & Do the Work
Mia Kelton @MiaKelton133180
178 Followers 7K Following
Dan lves @DiveszTech
567 Followers 5K Following Official account of Dan lves. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈 We Are Penn State! Jersey Pizza #1🍕
Sidecar Investor @ThePharm_dca
2K Followers 1K Following Private Investor | World-Class Operators | DMs Open
Crossroads @Kross_Rooads
257 Followers 2K Following Investment enthusiast and future PhD. Betting big on the future with $PLTR. Driven by faith, family, and the conviction that the best is yet to come.
Jeremy Lefebvre @UriahHarte16932
23 Followers 107 Following Stock-picker since 2008, YouTuber (700k subs), flap-jack flipper, husband and dad. I make $ into more $ you can LEARN it, too!
e❌ @eXcnX589
621 Followers 7K Following Crypto News #XRP #XLM #XDC Financial News #Gold & #Silver #USD World News #BRICS etc. Buy your XRP, XLM here: https://t.co/3IFzaRcLNu...
angel smile @Aa8Smile
67 Followers 452 Following 🏝️ 🇺🇸🇺🇸What I want to say is: There are many beautiful and talented women in this world, but I only have one 🏊♀️🏊♀️🏖️🏖️
Michael A. Arouet @MichaelAAirouet
33 Followers 1K Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
The AI Investor ✪ @The_AI_Investo
1K Followers 8K Following NVDA TSLA | NVIDIA Daily | Join my Patreon to learn about AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice |
Olivia 🐝PRIVATE �... @tradingchikPRI
140 Followers 4K Following only private elite here‼️I will mainly talk about stock market, price action analysis etc. ONLY FOR A FEW PEOPLE. MAIN PAGE:@tradingchik
Jason Goepfert @JasongoepfertDM
844 Followers 4K Following For serious Traders seeking exclusive insight and opportunities. Join me in my PRIVATE space for advanced market analysis and trading strategies. @Jasongoepfert
Peter Berezin @PeterBerazinBCA
46 Followers 356 Following Chief Global Strategist and Director of Research @bcaresearch Formerly with Goldman Sachs & IMF
Cern @Cern_CK
85 Followers 628 Following
Antonio Linares @alc2022p
8 Followers 358 Following Early SAMD, STSLA, $PLTR, $SPOT and SHIMS investor. Join 7,400+ deep thinkers. This is my only account.
Ava Ross @AvaRoss524927
110 Followers 260 Following
Kyle Myers @kyle_myers30637
57 Followers 178 Following Independent stock analyst // Prolific investment author // Long-term investor
Olivia Reynolds @OliviaReyn75070
140 Followers 271 Following
Aria Torres @AriaTorres36117
119 Followers 213 Following
Joseph Reynolds @JosephReyn44349
43 Followers 132 Following
Lily Richardson @Lily_Richar
183 Followers 465 Following
Isabella Sullivan @_IsabellaSu
73 Followers 227 Following
Charlotte Martinez @Charlotte2MM_
92 Followers 732 Following
Wyatt Richardson @WyattRicha72803
207 Followers 403 Following
Riley Reed @RileyR96765
51 Followers 99 Following
Za @ZaStocks
61K Followers 338 Following My trading and investing journal where I share charts, trade ideas, and market thoughts. Posts are not financial advice.
Bullside stories @BullsideStories
5K Followers 80 Following My posts are not recommendations to buy, hold or sell any security. I don't provide investment advice or a stock picking service. It is your money, do your DD!
Kyle Chan @kyleichan
36K Followers 1K Following Princeton postdoctoral researcher. China, tech, industrial policy, US-China competition, manufacturing, geopolitics — Newsletter: https://t.co/hqYC3okzn9
Rihard Jarc @RihardJarc
57K Followers 3K Following Tech Investor & writer. I cover in-depth dives and alternative data on tech (here and in my newsletter with over 14k subscribers). Tweets are only opinions.
Blue Duck Capital Par... @BlueDuckCap
12K 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.
Eric Jhonsa @EricJhonsa
23K Followers 1K Following Independent tech L/S investor and trader. Part-time investing consultant. Previously a tech columnist @thestreet @thestreetpro. DMs open to talk stocks.
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
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
ibex @ibex_matt
3K Followers 446 Following Trader & investor. Prefer trending positions & swing trades; day trade volatility.
Tomas @TomasOnMarkets
27K Followers 712 Following Markets and macroeconomics - read my words at the Milk Road Macro newsletter ⬇️
SwingingForward @SwingingForward
5K Followers 632 Following Former Money Manager | Operating a family office w/ +15yrs exp of superior returns | Founder of United Traders Click here to join us!
Stock Analysis Compil... @StockCompil
9K Followers 634 Following I read a lot of hedge fund letters. I share the best ideas here and in my newsletter (with links to the letters) : https://t.co/FKtknwEaPC
Patrick Moorhead @PatrickMoorhead
53K Followers 4K Following Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Healthspan improver. Ex-AMD Corporate VP, AltaVista, Compaq, AT&T.
Parker Ross @Econ_Parker
23K Followers 657 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
Eugene Ng @EugeneNg_VCap
25K Followers 2K Following Founder @ Vision Capital Fund. Investor, author, angel. Invest in companies that reflect our best vision for our future. Musings on investing, business & life.
Lake Cornelia Researc... @CorneliaLake
27K Followers 549 Following Not investment advice; I talk about stocks that can kill you. CAPS = PARODY
StudioGhibli?!!! @bullsbearsws
10K Followers 1K Following
Dan Ives @DivesTech
209K Followers 371 Following Official account of Dan Ives. Global Head of Tech Research Wedbush. Tech analyst on Wall Street 25 years. IVES ETF. Chairman of Board at Eightco. 🔥🏆🐂🕶️
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!
Brad Smith @BradSmi
102K Followers 909 Following Vice Chair and President @Microsoft, Co-author of #ToolsAndWeapons. Host of Tools And Weapons podcast. Husband. Dad. Proud native of Appleton, Wisconsin.
Evgeni Gorelik @EGBlackbull
789 Followers 763 Following Day trader, Momentum & Trend Trader. +13Yrs Exp. I tweet about stocks trades & insights.
Bullish Rippers @BullishRippers
30K Followers 222 Following Your guide to stocks that are ripping and dipping. Join 15k+ investors who subscribe to the free stock market weekly newsletter recap | @bullishstudio fam
Tiffany Hall @Tiffan_yHal
249 Followers 588 Following 8-years investing in the best tech and health companies.
jackey d @jackeyd
4K Followers 2K Following ❤️ 80's, movies, Buffalo Bills, Buffalo NY, running, biking, hiking, travel, family & friends #billsmafia, airline life, marathon 3 star world major…so far
Mukund Mohan @mukund
58K Followers 148 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
Jesse Felder @jessefelder
172K Followers 45 Following Founder and editor of The Felder Report and host of the Superinvestors and the Art of Worldly Wisdom podcast.
Watcher.Guru @WatcherGuru
3.5M Followers 3 Following Watcher Guru gives you unparalleled, unbiased coverage of all-things crypto & finance in real-time | Tweets Are Not Financial Advice | @BTCPrice
tae kim @firstadopter
68K Followers 10K Following THE NVIDIA WAY is the first definitive history of Nvidia and reveals the playbook that built a $4 trillion company. Buy it here:
The Financial Owl @Owl_finances
160 Followers 423 Following Covering tech, markets, AI, new energy, and autonomous electric vehicles 24/7
durtfun @durtfun
2K Followers 1K Following Love family n have fun | #GoBills #BillsMafia 🦬❤️💙 | #WeAre #PennState 🦁💙🤍
The Penny Hoarder @thepennyhoarder
247K Followers 8K Following We're one of the world's largest personal finance websites on a mission to help our millions of readers worldwide earn and save money.
Andreas Steno Larsen @AndreasSteno
267K Followers 2K Following Macro, investing and geopolitics. Steno Research is joining @RealVision 🍾🍌
Ben Thompson @benthompson
256K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
Sleep Well Investment... @SleepWellTrung
5K Followers 893 Following Author of Sleep Well Investments newsletter | Outperforming the market by owning mundane time-tested businesses https://t.co/vff3qingoI
Kelly Evans @KellyCNBC
51K Followers 1K Following CNBC anchor of "The Exchange" and “Power Lunch.” Come help babysit anytime. On Instagram “realkellyevans.” Sign up for my newsletter - link below!
Rowan Cheung @rowancheung
566K Followers 516 Following Founder of the world’s most read daily AI newsletter @therundownai. Sharing the latest developments in the world of artificial intelligence.
AllThingsVentured @AllVentured
11K Followers 1K Following Bold and unfiltered takes on trade, shipping, and commodities. Not investment advice.
The AI Investor @The_AI_Investor
64K Followers 829 Following NVIDIA Daily | A fan of Jensen Huang & Elon Musk | My posts are not investment advice | Join Patreon community for portfolio updates & more on AI Investing.
gabb @gabbgoudy
70K Followers 11K Following yapping on @FanDuel + @FDSportsbook 🏈⚾️🏀 [email protected]
Long Equity @long_equity
67K Followers 397 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/O8Xi54ad01
Biotech2k @Biotech2k1
31K Followers 1K Following Combining 30 years of investing experience, data driven strategy and AI to invest in biotech.
Blue Harbinger @blueharbinger
252 Followers 20 Following Helping you manage your own investments at https://t.co/Mpol5sgouF
Glen Spencer - Formal... @Geeme1097
2K Followers 2K Following Displaced Bills fan, retired, thank God for the Sunday Ticket. #bills #gobills #billsmafia @gspencer.bsky.social
Kathy Stellar @_Stellarstar0
391 Followers 1K Following
New York Fed @NewYorkFed
251K Followers 653 Following Serving the Second District and the Nation. Tweets from President John Williams are signed -JCW.
Dylan Patel @dylan522p
96K Followers 944 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Ashley James @ash_james11
121 Followers 152 FollowingTrends for United States
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