Wayne Capital @brucewayne6789
Tech investor. Not investment advice. Joined January 2021-
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Well put and succinct. Importantly, from an Iranian voice too 👌🏻❤️
Well put and succinct. Importantly, from an Iranian voice too 👌🏻❤️
Why do Millennials get so much hate when Gen X parented this atrocious Zoomer generation? Millennials are sandwiched between two of the most useless generations ever.
Thoughts On The Hollywood Strike: 1) The real issue is that actors and writers want fair residual payments from the streamers. In order to define what is fair the streamers will need to share how many people are actually watching their shows. And here lies the problem…
SaaS Glassdoor Reviews 2021 vs SaaS Glassdoor reviews 2023
“Trading Places” turns 40 years old today. The “I have legs!” bit. Murphy at the absolute height of his powers. (cc: @richeisen) x.com/michaelwarbur1…
Paul Gleason was a working actor for nearly 50 years. Asked once how he came to join “The Breakfast Club,” he said: “I was offered the job. You don’t turn down work. You work cheap, you work a lot. That’s my motto.” Born today in 1939. #RIP x.com/michaelwarbur1…
Dogs can't talk and everyone loves them. Fed officials could learn a lot from this.
Today in 1992: @PearlJam records their historic @MTV Unplugged concert in #NYC Said director Joel Gallen: “I’ve shot Bono, I've shot Springsteen,” .. but “I don't know that there’s a better close-up in rock and roll history than @eddievedder singing.” 🔥
$SIVB
"The stock market is never obvious. It is designed to fool most of the people, most of the time" - Jesse Livermore This quote is 100 years old and is still as true today as it was in the early 1900s.
Don’t all new bull markets begin with a bear market rally? Buffett is so right on this — all the forecasting is a complete waste of time.
January 1 hits and everyone in the gym be like:
you can't fool me, weather service. Arctic Blast, Polar Vortex, and Deadly Blizzard Conditions are all Gatorade flavors
at 16 all americans should be entered into a draft, not to join the armed forces, but to work retail or food service for one calendar year
Returns are extremely skewed when the CPI tops. The narrative that we need the CPI back to 2% before a recovery proves wrong historically. 13/16 Inflation peaks led to positive returns in the following 12 months.
How the FUCK did a generation raised on south park and Family guy become so offended by everything.???
The Dow was up 14.0% in October, for the best October ever. Best month overall since January 1976. Since WWII, third best month. Since WWII, 11 other times >10%. A year later up another 15.9% on average.
Tom Brady skipped training camp, takes every Wednesday off, stayed out late this past Friday in New York City to party, and flew to Pittsburgh without his teammates before today’s game, yet he has the audacity to chastise his offensive line on national television. What a loser.
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Bucket Shop Capital @bucketshopcap
11K Followers 905 Following Private investor. Former allocator and buyside TMT analyst.
CrosscheckC @CrosscheckC
4K Followers 3K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.
Twann @TwannsWorld
2K Followers 702 Following Software fanatic, poker enthusiast, chess tourist and aspiring L/S analyst
Tanesha Tinnell @TaneshTinne
69 Followers 5K Following
Mamie @WColberteerrt
777 Followers 405 Following If you can’t see the future clearly, hold on longer than others.
David Van Sickle @dvansickle
3K Followers 2K Following Healthtech builder + producer. Invest Committee @LifeArcVentures. Prev: co-founder/CEO Propeller Health (acq ResMed)
JamesBlack @AjJason4
253 Followers 2K Following
Alanna Fleury @AlannaFleu22395
82 Followers 5K Following
Aiden Asher @AidenAsher66
420 Followers 6K Following The link on my profile will take you to a lucrative platform where you can earn money daily. This is the best project I ever came across in my entire life. Wow!
Rizz Reed @rizzreed
144K Followers 144K Following Errol Reed.Entreprenuer Of The Year🏆• Public Figure • Fmr Advisor for @Electrobbywells 🇺🇲 • Reed Management 🌎 . We create stars 💫
MangoTree Analysis @MangotreeA
455 Followers 345 Following Non-target college freshman. L/S TMT. Never financial advice. RTs not endorsements.
Joe @1Gantosj
44 Followers 1K Following Equity market consultant. Technical Analysis Trader with over 25 years of experience. #Biotech Deep dive research. Biotech Trading Analyst @ChimeraResearch
Ruth Simpton @RSimpton325
403 Followers 700 Following Family Office Manager / DM's open for managers and investors interested in connecting
Denise Pherson @deni_phers
57 Followers 5K Following
Denae Smalarz @DenaeSmala1035
82 Followers 5K Following
/kev @_kevlim
98 Followers 821 Following
Ben Lang @_cap_zay
34 Followers 795 Following Angel investing, building @nextplayso, prev early Notion team Subscribe: https://t.co/jBMYMtdZ4U
Lily-rose Caruso @caru_lily
39 Followers 5K Following
PapillonEquity @PapillonEquity
34 Followers 138 Following An extremely lost ex-banker + software PE investor trying to figure out life
Matthew Amadou @MatthewAma46625
38 Followers 2K Following Therefore, whoever humbles himself as this child is the greatest in the kingdom of heaven.😇🙏🏼
Adella Gleber @adella_gle
67 Followers 5K Following
Phebe Morcos @MorcosPheb74517
86 Followers 5K Following
Lindsey Dunleavy @LindDunle
38 Followers 5K Following
AlphaRepo @alpharepoinc
33 Followers 353 Following System of Record for Internal Buy Side Estimates and Models
Maranda Crosbie @crosb_maran
82 Followers 5K Following
Heide Arjona @HeiArjo
68 Followers 5K Following
Gunian Banerii @GunjanJSi
60 Followers 316 Following Covering markets & money @WSJ, Contributor @CNBC. Dancer. New Yorker. Reach me at [email protected] Views are my own.
Huong Curlis @huon_cur
29 Followers 5K Following
D&A Metropolitan @DMetropolitan
182 Followers 685 Following Student investor with a focus on small/microcap stocks. Check out my newsletter below for in depth write-ups of undercovered companies. DMs open
Glayds Couillard @CouillardG34309
85 Followers 5K Following
Saturnina Brundidge @SaturninaB1117
85 Followers 5K Following
Park Manor Capital @ParkManorCap
73 Followers 1K Following
Raphi Savitz @RaphiSavitz
273 Followers 1K Following Long time investor turned strategic finance professional. Currently @ Bain Capital-backed enterprise software company.
Taylor Pigler @tay_pig
52 Followers 5K Following
Anneta🌹🌹🌹 @Annettete52
1K Followers 2K Following No matter what difficulties you encounter, keep an optimistic attitude.🌈✨
Raghu Mittal @meraghumittal
259 Followers 2K Following Corp Dev & Strategic Partnerships. Ex-Meta, Samsung, Dell
Marley Knudsen @MarlKnuds
31 Followers 3K Following
Jamie Zaccaro @zaccar_jam
32 Followers 5K Following
Gunian Banerii @GunjanJSSa
0 Followers 374 Following Covering markets & money @WSJ, Contributor @CNBC. Dancer. New Yorker. Reach me at [email protected] Views are my own.
Asia Frontier Capital @AsiaFrontierCap
4K Followers 5K Following Asia Frontier Capital is a #fundmanagement company managing #equity #funds: AFC #Asia #Frontier #Fund #AFC #Iraq Fund AFC #Uzbekistan Fund AFC #Vietnam Fund
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Jerry Capital @JerryCap
41K Followers 568 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Bucket Shop Capital @bucketshopcap
11K Followers 905 Following Private investor. Former allocator and buyside TMT analyst.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Kourosh @kouroshshafi
7K Followers 1K Following archiving business tidbits “Make ‘em think, make ‘em laugh, make ‘em money.”
Rhino Capital @Rhino__Capital
545 Followers 591 Following Long biased equity L/S - not financial advice.
End Wokeness @EndWokeness
2.5M Followers 1K Following Fighting, exposing, and mocking wokeness. DM for submissions
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
East @east_cap
7K Followers 631 Following I will probably write something negative about your stocks, don't take it personally
Elon Musk @elonmusk
181.7M Followers 585 Following
Eric Rosengren @EricSRosengren
4K Followers 8 Following Former president and CEO of @BostonFed. Economist with interest in monetary policy, financial stability, and financial regulation. Visiting Scholar MIT
Republican Voters Aga.. @AccountableGOP
429K Followers 1K Following We are elevating the voices of former Trump voters who refuse to vote for him again.
Nancy Pelosi Stock Tr.. @PelosiTracker_
561K Followers 224 Following Highlighting Politicians' trades so we can invest alongside Goal: get them banned from trading Powered by @joinautopilot_
LiveSquawk @LiveSquawk
284K Followers 2K Following Up-to-the-second financial markets news. Try our audio squawk service today: https://t.co/vzxJlLhRIv
In Practise @_inpractise
21K Followers 615 Following Primary Research for long-term fundamental investors.
Brad Lyons @BLyons151
8K Followers 344 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.
Bill Gross @real_bill_gross
62K Followers 293 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCd
Amend and Pretend @amendandpretend
2K Followers 2K Following Everybody acting tough when they up. Everybody acting tough.
Kara Swisher @karaswisher
1.5M Followers 2K Following “Vitriolic” and now “shrill”media lady, though dogs can hear me loud and clear
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Nick Timiraos @NickTimiraos
324K Followers 112 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
TMT Breakout @heartbreakout
6K Followers 175 Following Tech Prop Trader | TMT Specialist | I write daily about everything that is moving Tech stocks that day | https://t.co/ZOuFklup34
Lauren Balik @laurenbalik
11K Followers 1K Following Data Wrangler. Investor. Bearish on most things. Human capital, infrastructure, SaaS. Writing things here: https://t.co/9Edqal5SsL
Negative Alpha @NegativeAlp
2K Followers 613 Following Current L/S Analyst. Former Murray Bro. Not investment advice, just vibes. #RIPBroJs
Jared L Kubin @JaredKubin
2K Followers 2K Following Hedge Fund Founder. ex Adage SAC BAM. Father. Section J HBS .🐊⚾️. Psalm 104:16. Anti-Fragile + Active Faith. Whatever It Takes. *NOT INVESTMENT ADVICE*
McGriddle Connoisseur @CloisterRes
3K Followers 497 Following Bacon, not sausage. PhD, but I actually read the papers. In the marketplace of ideas, I see myself as Dollar General.
The Wolf Of Real Esta.. @TheWolfofREI
10K Followers 608 Following Institutional real estate private equity
Tenacity Capital @TenacityCapital
450 Followers 1K Following Founder, CIO & Snr PM at L/S HF. Generalist. Looking for edge. Believer in meritocracy.
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.
londoncap @londoncap100
3K Followers 509 Following London based L/S equity investor focused on software/semis. DMs open. Substack: https://t.co/K98lKSM9VB
Hamlet @inwoodcapital
3K Followers 635 Following Ex Viking guy now doing my own thing. *Nothing I post is investment advice* water always finds it’s level
Ben Sigelman @el_bhs
5K Followers 593 Following I like writing threads! Archive ➙ https://t.co/ry8HHZdaye Co-founded @LightstepHQ. Co-created @OpenTelemetry & @OpenTracing. Co-created Dapper and Monarch at Google.
BiotechBandit1 @BiotechBandit1
739 Followers 1K Following L/S biotech investor who lets the data speak for itself. The truth is out there if you look hard enough. These opinions are mine and are NOT investment advice
OffTheShelf @Biotech_DD
1K Followers 2K Following Prices present a biased view of the future. No tweets are a recomendation to buy/sell..may have a position in what I tweet about.
Ralph @StuckInStock
6K Followers 443 Following Physician.Masters in Finance. Daily Database analysis of all Macro/Micro/Technical/Fundamental US securities data/SEC files using python. Open for collaboration
CONTRAlculator @contralculator
2K Followers 1K Following Contrarian + Calculator. Or maybe just your contra. "Retired" L/S analyst (..just means no short book anymore). Very open to thoughts/sht talk/bourbon (nyc!)
Professor Oak @Prof_Oak_
8K Followers 651 Following Biopharma Musings | Genetic Medicine & Rare Disease | Buyside Turned Operator | Not Investment Advice | DYODD
Messi of AI @StonksY2K
321 Followers 651 Following TMT L/S. Mainly software, fake it till you make it on semis.
Sptadd @Here_4_Sports
539 Followers 2K Following
Jurassic Capital @CapitalJurassic
1K Followers 625 Following 15+ yrs on Wall St. & I'm a level 9000 CFA, Will selectively call out scammers & snake oil salesmen. GARP & Value
gacha capital @g4chap0n
2K Followers 246 Following l/s equities / my investment advice is as +ev as a gachapon machine
Learn Something @cooltechtipz
881K Followers 25 Following
Marc Slans @marc_slans
1K Followers 614 Following Fortune and glory. Definitely not investment advice.
The Secret CFO @SecretCFO
119K Followers 445 Following Sharing real world insights as the CFO of a multi-billion dollar company. Opinions, not advice.
@TMT_Jack_ We’ll just again change useful server life from 6 >> 8 years 🤣
@TMT_Jack_ If they can’t generate revenues > depreciation on GPUs then we have way bigger issues than the margin drag
AMZN, GOOG, META & MSFT: are we ignoring that this massive capex will eventually hit the P&L as D&A, or are we just assuming AI revenues will offset it? Just wondering if we're ready to have this conversation or not
$AMZN CEO @ajassy: "Companies have largely completed the lion's share of their cost optimization and turned their attention to new initiatives. Before the pandemic, companies were marching to modernize their infrastructure, moving from on-premises infrastructure to the cloud to…
Will I be renting a house in The Hamptons this summer, or one in Staten Island? It’s up to you, Andy. $AMZN
@ChairliftCap One of the biggest wastes of time on the buyside if your duration is longer than 3-6 months
I won't call AI a success until it can write my earnings preview notes
Amazon "said on Monday that nearly 60% of orders placed through Prime in the top 60 US metro areas in the first quarter arrived the same or next day .. up from roughly 50% in 2Q23." $AMZN @CNBC @annierpalmer cnbc.com/2024/04/29/ama…
Ugh, my main contra just told me he added to his AMZN position ahead of the print…
$SIRI "self pay subs decreased by 359,000 and total revenue a 1% decline." Apple CarPlay will just keep eating into this over time (which also decreases their ability to bid for exclusive content).
NOW COLUMBIA: JEWISH STUDENTS CONTINUE TO BE ASSAULTED: The Hxmas mob At Columbia University, are now physically attacking Jewish students. Via @jessicaschwalb7
Trying to do mattress channel checks on Reddit and the juxtaposition between absolute weirdos and genuinely helpful insight in the AMA is why Reddit is great
May is known for warmer weather, horse races, the intro to summer, and apparently green, a lot of green. Did you know the S&P 500 was up 9 of the past 10 years in May?
Despite the hooplah, core, supercore and headline PCE ruminations, the Fed's own Multivariate Core Trend Inflation fell from 2.7% to 2.5% in March. Guarantee: you will make of it what you will! #inflation #Fed
Nice chart from @Claudia_Sahm on inflation. We know OER and shelter are the main reasons inflation hasn't come back to earth. Looking at new rent tenant prices could be a huge clue that OER will continue to improve and maybe even quite quickly.
conventional wisdom is that media execs are some of the most savvy dealmakers. But if you look back all the media deals (M&A or otherwise), they have a horrible track record.
These guys have cursed every candidate they have endorsed. Sorry DJT.
NEWS — Silicon Valley investor David Sacks is working to host a fundraiser for Donald Trump in San Francisco. As soon as next month. Sacks has been in touch with Mar-a-Lago for the last few weeks. Tonight's scoop, just posted at @PuckNews: puck.news/david-sacks-al…
@BucknSF Feels like it stems from generational agreeableness & unwilling to forcefully argue when they believe something is wrong. Leaves their offsprings ill-equipped to pushback on illogic/indoctrination when they encounter aggressive narratives on TikTok/go off to college
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