Bluechip @blue_chip1
EV is a Tulip Bubble: run for Cover. Twitter account is mainly for Entertainment - BUT I will stand by what I Tweet! Value Investor. California Joined January 2020-
Tweets10K
-
Followers3K
-
Following99
-
Likes772
Gold miner $NEM finally moving up 10%! One bad metric but everything else looks positive!
Gold miner $NEM finally moving up 10%! One bad metric but everything else looks positive!
Burtal... $HTZ
Way too many FURUs on this platform. Many have good feedback but most of their Trades are Fake! Simply trade in their Mind.
Way too many FURUs on this platform. Many have good feedback but most of their Trades are Fake! Simply trade in their Mind.
Conversation: $META yesterday: "Increase FY24 Capex to $35-$40B" ($30-$37B prev.) $NVDA and Semi Sector: "Oh Yeah 🚀" Mr. Market: "Meta Cut your Spending or we punish you more"! Listen when market speaks! -> SHORTING MORE Semi's: $SMH
Why is $TSLA investing so much in Plants & Tooling when they ALREADY have so much CAPACITY and falling/flat volume?
U.S. Banks finished the year with almost $400 billion of unrealized losses on held-to-maturity assets. The assumption is this wouldn't be a problem because the Fed would cut A LOT this year but what if that doesn't happen?
Peak $TSLA Fraud @CNBC EPS: $1,129B / 3,186 shares = $0.354 (NOT $0.37) $1,129B/ 3,484 shares = $0.324 (NOT $0.34) Literally rounded EPS up by $0.02 Did I miss something??
Nice trend!! $TSLA
Another semi equipment company shipping like crazy to China!! $LRCX
$LAD Metrics continue to fall: - ASP down for both Used -4.1% and New -3.1% - Profit per car also down both new and used and well as financing/insurance.
$LAD Metrics continue to fall: - ASP down for both Used -4.1% and New -3.1% - Profit per car also down both new and used and well as financing/insurance. https://t.co/DIzIk9mPX6
Car Market is becoming harder and harder even for the best retailers: $LAD Let's see how long $CACC $CVNA can keep the financial gimmicks going.
If the market falls - PMI will roll-over... $TLT $PSQ
If the market falls - PMI will roll-over... $TLT $PSQ
I generally agree but, -> Non-competes could applicable be for the C-Suite which have parachute clauses in their contracts.
I generally agree but, -> Non-competes could applicable be for the C-Suite which have parachute clauses in their contracts.
$LI weekly sales falling apart... Still $26B market cap! (for reference $F is at $50B).
Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTU
JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since Enron
Tom Hearden @followtheh
19K Followers 6K Following Hedge Fund trader and manager. Former sell side and NYSE. Views are my own and not my employer's or investment advice. 10 billion shares traded. #FINTWIT 50
Rob Schmied @rschmied
4K Followers 1K Following Investor, Trader, Former Investment Banker and CFO. Skeptical about most things. Threads: https://t.co/rbkIiJHPoP
Yolo𝕏ing of $TSLAQ.. @yoloption
3K Followers 491 Following Options degen $TSLAQ convert, tracking the madness of #ElonQ and his lemmings Certified QE Conspiracist by @neelkashkari I shitpost a lot. NO INVESTMENT ADVICE.
Lake Cornelia Researc.. @CorneliaLake
21K Followers 482 Following Managed Accounts, Bespoke Advisory Services to Family Offices & Investment Funds. Not investment advice; I talk about stocks that can kill you. CAPS = PARODY
Dean Sheikh @DeanSheikh1
4K Followers 219 Following
raffaello mascetti �.. @ctemascetti
289 Followers 574 Following aerospace engineer. entrepreneur. bridge player. long reality short nonsense. not investment advice.
HockeySticks @hockeystickss
72 Followers 216 Following
Trade-a-fade @zee_millr
83 Followers 231 Following
HernanFelipe @hfmorales1
285 Followers 2K Following
Guillermo Parra R. @gmoparra
77 Followers 472 Following Ingeniero en Proyectos, Profesor de Física y Matemática.
WDB @WDBpropdesk
196 Followers 738 Following
wtfyyy @idontknow_20222
54 Followers 63 Following
Sheashyl @sheashyl13969
6 Followers 505 Following
MW2_Nostalgia @justymw2
11 Followers 89 Following MW2 is not only nostalgic... but prophetic as well (just replace Russia with China)
SadSmile @sadsmile0016
50 Followers 377 Following
H Miller @h_annemiller
0 Followers 4K Following
John Hume Ross @JohnHumeRoss1
276 Followers 522 Following
dk @declanbrah
330 Followers 1K Following
Dnopp03 @DealXTrading
80 Followers 282 Following DealXtrading LLC • Options Day Trader 📈 • Stocks 💹 • Futures 💰 • Technical Analysis 📊
Fromage @desmondvelvet
21 Followers 33 Following
Peaurkeasl @peaurkeasl21937
1 Followers 495 Following
Oracle of Florida @FloridaMoonMan
1K Followers 4K Following Optimistic Futurist | Constructing a united, open, and technologically-driven global society through the power of distributed systems.
MeliFinance @Valuehunter12
198 Followers 749 Following I probably don’t know what I am talking about! so does Jim Cramer…
Impartial Research @xsocialresearch
48 Followers 65 Following Sharing original findings & news related to Twitter's trending topics. InfoSec. Cybercrime. Internet culture. Tech policy. Crypto. Investing & Finance. AI. Etc
Reg. BS @PD13158196
3K Followers 573 Following DEINFLUENCER of Shady Public Companies, Executives & Practices! 100% Personal Views, NOT Financial Advice
Nadia Amburn @AmburnNadi22426
48 Followers 5K Following
Amelia_CJ @AmeliaCJ434860
7 Followers 1K Following
arunSpurs @arunspurs
941 Followers 2K Following Novice in the world of Value Investing. Living now in Copenhagen. Aviation Enthusiast. ...COYS
Oghenetega Sunny-Idig.. @_phen0m_
61 Followers 1K Following
Jeff_worr741 @worr74133949
0 Followers 1K Following
Vivek Marwah @marwah_viv81970
12 Followers 35 Following
Reza Ansari @rezaJA67
44 Followers 138 Following Ski and Cycling enthusiast, Investor, wanna-be athlete, proud Dad.
milos_b @milospapodakis
7 Followers 1K Following
Carl C. Asbestos @CarlCAsbestos
71 Followers 339 Following
shilpu @rshilpanaidu
4 Followers 19 Following
Cathy @Cathy58697692
53 Followers 745 Following
david dove @daviddo86531925
59 Followers 659 Following
Henrietta Rearden �.. @align_and
160 Followers 468 Following Still pursuing the integrity of capital markets...after @Integrity4mkts was cancelled...
Genevieve Antao @AntaoGenev48943
38 Followers 5K Following
Alli @Stocker49227272
12 Followers 175 Following
Jon Scott @JonScot30301446
154 Followers 381 Following
Rheba Famiano @RFamiano74532
50 Followers 5K Following
Hafsa Labombar @labombar94853
72 Followers 5K Following
Bonnie Murch @MurcBon
29 Followers 5K Following
Denis Zavyalov @denzav
40 Followers 100 Following
Wasteland Capital @ecommerceshares
95K Followers 761 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTU
JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since Enron
B Graham Disciple @bgrahamdisciple
13K Followers 202 Following I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules.
Rick Bomstein @BomsteinRick
11K Followers 1K Following Took the red pill. BTW this is purely a Matrix reference. Get your mind out of the gutter. Rick Bomstein does not exist.
Montana Skeptic @Mont.. @montana_skeptic
23K Followers 852 Following Annoying Elon since 2016. https://t.co/pu3GyHmdmF…
Midwestern Hedgie �.. @MidwestHedgie
15K Followers 3K Following enby; M.D. fmr @usuhealthsci; founder @ Aristides Capital; shorts, governance, human rights, fruit & native plants, matters of the heart, not investment advice
Gordon Johnson @GordonJohnson19
48K Followers 594 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
Rob Schmied @rschmied
4K Followers 1K Following Investor, Trader, Former Investment Banker and CFO. Skeptical about most things. Threads: https://t.co/rbkIiJHPoP
Yolo𝕏ing of $TSLAQ.. @yoloption
3K Followers 491 Following Options degen $TSLAQ convert, tracking the madness of #ElonQ and his lemmings Certified QE Conspiracist by @neelkashkari I shitpost a lot. NO INVESTMENT ADVICE.
Steads @winsteadscap
10K Followers 449 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Henrietta Rearden �.. @align_and
160 Followers 468 Following Still pursuing the integrity of capital markets...after @Integrity4mkts was cancelled...
AllThingsVentured @AllVentured
10K Followers 785 Following Trade, shipping, commodities. Not investment advice.
Alternative Alpha @AltDataAlpha
871 Followers 6 Following Looking for differentiation in data to power investment decisions. We aim for in-depth coverage of small/mid cap US equities.
Kerrisdale Capital (T.. @KerrisdaleCap
79K Followers 222 Following We tweet investment ideas. Please read our legal disclaimer at https://t.co/k1zDkqVQtF…
Dave Kranzler @InvResDynamics
16K Followers 1K Following "When the going gets weird, the weird turn pro" - HST Oberlin College University of Chicago Graduate School of Business
S A I ™️ @WallStSai
6K Followers 365 Following | Software Engineer | Options Trader | Researching Stocks | Tweets are for Educational and Informational Purposes Only **Not Investment Advice**
Barchart @Barchart
176K Followers 573 Following Financial Markets | Trading & Investing Tools | Charting | Stocks | Options | Futures | Commodities | Forex | News | & Much More
Bill McBride @calculatedrisk
91K Followers 396 Following Author of Calculated Risk economics blog. Real Estate Newsletter https://t.co/isotGwh2dc Threads calculatedriskblog https://t.co/e4hR9QBD6w
Dr_Gingerballs @Dr_Gingerballs
16K Followers 294 Following Engineer. Researcher. Stonk Enjoyer. Shit poster. I collect data on options and stuff and post it on X.
cincinnatus @cincykids
1K Followers 900 Following Two things are infinite: the universe and human stupidity; and I'm not sure about the universe.
AlphaPicks @AlphaPicks
9K Followers 710 Following Investment analysts. Our team shares insights and data on global markets and macro. Research articles and portfolio access can be found on our website.
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Brad Lyons @BLyons151
8K Followers 341 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.
BLACKBOOKAUTO @BlackBookAuto
2K Followers 1K Following The most precise data & analytics in the market. #blackbookauto
Neptune Research @Neptune_Res
129 Followers 387 Following Investment research and in-depth due diligence
stonkaments @stonkaments
30 Followers 209 Following
Opentrack @operdoor2
2K Followers 19 Following Hi guy's We track opendoor data. Save $40 a month on subscription fees and use it to buy more $OPEN
Value Investigator @value_invest12
26K Followers 305 Following I invest in great companies with long growth runways trading at reasonable prices.
Neely @NeelyTamminga
17K Followers 2K Following Co-Founder & CEO @ DISTILL | CEO Advisor | Professor | Consumer + Econ Nerd | TEDx Speaker | Fly Fisher | Wife + Mom
FXHedge @Fxhedgers
422K Followers 96 Following News Headlines: Finance, Economics and Geopolitics affecting money.
Abnormal Accrual @bbm010
3K Followers 1K Following Value Relevance has killed Positive Accounting Theory. Hothausen is now dancing on Watts & Zimmerman’s grave.
Scott Rechler @ScottRechler
5K Followers 318 Following Chairman & CEO of RXR; Director at the NY Fed; former RPA Chair; former MTA Board Member; former Vice-Chairman of the Port Authority of New York and New Jersey
Milton Friedman @TeaBagCapital
957 Followers 94 Following
buhlreports @buhlreports
2K Followers 260 Following Investigative journalist. Reporting for 9fin & CRB Monitor USC Trojan in NYC. Opinions belong to Teri Buhl. @tbuhl = where I say what I really think
Drew Dickson @AlbertBridgeCap
24K Followers 217 Following Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP.
Dan Nystedt @dnystedt
20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Andy @DowneastCapital
5K Followers 793 Following Generalist Analyst/PM. Personal opinions. Fly fishing & Atlantic Salmon conservation
Eric Jhonsa @EricJhonsa
18K Followers 1K Following Independent tech L/S investor. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro.
Jan Jekielek @JanJekielek
148K Followers 9K Following The @EpochTimes Senior Editor 🇨🇦🇺🇸 (❤🇵🇱🇭🇰🇹🇼) • @AmThoughtLeader host • https://t.co/Kaf9ohTLbz holocaust doc🎦 producer. ALERTS👉https://t.co/P7CZq83IwA
Emma Muhleman CFA CPA @EmmaCFA1
28K Followers 3K Following Portfolio Mgr., macro hedge fund. Fox News & Fox Business Commentator. Libertarian. Exercise enthusiast. All opinions are my own. Not investment advice.
Paul Huettner, CFA @Paul_M_Huettner
6K Followers 502 Following Restructuring Professional, Personal Investor, Fan of @nu_sports | Tweets 🚫 Investment Advice
Snow Bull Capital @snowbullcapital
3K Followers 382 Following Hedge fund focusing on companies whose technologies have a meaningful and positive impact on the world. High tech, new tech, green tech. Disclaimer in link.
Gunjan Banerji @GunjanJS
45K Followers 3K Following Covering markets & money @WSJ, Contributor @CNBC. Dancer. New Yorker. Reach me at [email protected] Views are my own.
Teri Buhl @tbuhl
2K Followers 1K Following Investigative Journalist covering High Finance. USC Alum moved East. #FightOn Muckracking TruthTeller. No Tweets can be re-published. Opinions are my own.
Kantro @MichaelKantro
86K Followers 805 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
Kailash Concepts @KailashConcepts
16K Followers 3K Following Behavioral #Finance, Portfolio Strategy & #Quantamental Tool Kits Built by a Team with 70+ years of Experience Disclaimer: https://t.co/uKOhDw5JGyThe insanity of these 2035-40 $TSLA projections/valuations (here is RBC’s), is that they are putting 10x revenue multiples on products that will be standard from every auto OEM in the next 5-10 years!
Signs of a spring market slowdown are emerging, as the overall market appreciated barely +0.05% last week, and the Trucks & SUVs category saw a slight -0.02% dip. Full Market Insights: blackbook.com/market-insight… #Data #Analytics #Cars #Automotive #Auto #AutomotiveIndustry
@CookeWJ1 @blue_chip1 @hagmansliver_ It goes further back than that #LincolnSavingsLoan
@blue_chip1 @TeaBagCapital Pretending to have a business is now more profitable than having a business
@blue_chip1 Tether is the central bank for the crypto universe causing price inflation. 😂
Chip foundries have cut prices 4%-6% on mature production processes in the 1st quarter (Q1) as China’s buildup of mature production continues to pressure pricing, media report, adding prices could fall further in Q2 for a total 10% reduction in the 1st half of 2024. Taiwan’s UMC,…
Remember history...cool chart from @MichaelKantro
Market expectations for Fed Funds Rate: -May 1, 2024: Pause -June 12, 2024: 25 bps cut to 5.00-5.25% -July 31, 2024: Pause -Sep 18, 2024: 25 bps cut to 4.75-5.00% -Nov 7, 2024: 25 bps cut to 4.50-4.75% -Dec 18, 2024: Pause -Additional Cuts to 3.74% by Dec 2025
$CVNA has a trailing 52-week volatility of 133%. Implies daily volatility of 8%. LOL
This tweet will probably piss off many people. Long $SPY / Short $QQQ pair on watch for a breakout from long base.
Great thread by @GordonJohnson19 on $RUN. So many easily-answered questions that @MaryGPowell never seems to answer. A 6% discount rate on residential solar assets today is absurd. And you’d have to be crazy to sign-off on that, legally. $NOVA
1/25 Question @MaryGPowell and $RUN regarding your ongoing use of a 6% discount rate to value your owned assets (the value of which you take a 30% tax credit on) a 🧵.
$CVNA finance receivable reality. Over the past six years as a public company, it has originated $28b and received $28.4b. $400m of excess cash flow on $28b. Gain on sale? Lol.
Revenue growth for technology companies has been decelerating while valuations have surged
Important point. This line item a massive black hole. 40% of SG&A and doesn’t include two largest expenses (wages and advertising). What the hell is buried in this line item?
The other place Junkana $CVNA hides costs is in the "OTHER cost" bucket... Magical improvement in profitability per vehicle sold!!
@InvResDynamics @blue_chip1 Pretty sure it still has $700m left from the ATM established during the restructuring.
@blue_chip1 The price action reminds me of 2000. Let’s see if the timing is similar. Nasdaq peaked in March 2000.
@blue_chip1 Definitely. And it'll be fun to see whether YT gets jailed or not after $FFIE implodes.
Trends for United States
You might like
