Equity52 @equity52_App
Real research starts with the 10-K. Building an AI-native workspace to analyze companies, organize research, build your thesis, and put AI agents to work. Internet, Everywhere Joined October 2026-
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TTM Technologies ($TTMI) vs the S&P 500 in 2026. Watch how that went. 📉
The S&P 500 was winning. Then Salesforce entered the chat. 🚀 $BRZE jumped 51% in one day after the acquisition announcement. One-year scoreboard: 🔵 Braze: +61% 🟠 S&P 500: +15%
Intel ($INTC) vs. the S&P 500 ($SPX). December 2025 – October 2026. 📈
NVIDIA CEO Jensen Huang asked 4 tiny robots to sit, stand, nap, and do somersaults. And they actually did it. NVIDIA is bringing AI agents from virtual world to real world with these robotic ducks.
scenes at Railway HQ right now:
An urgent notice from the Railway team blog.railway.com/p/security-dis…
@Railway Day 2 without Railway deploys. We've started camping. ⛺
An AI research summary should leave you with fewer tabs, not fewer questions. What came from the filing? What's an inference? What still needs checking? Which of those is hardest to get from the AI tools you use?
Grok Bot can now build reports, memos, and dashboards. Ask Bot for a page, then edit it together or have Bot keep it up to date.
"There's no question everybody will become an AI company and we're going to have a thriving AI economy here in Europe."
"Building agents is not that hard."
Costco vs. the S&P 500 and the consumer staples sector, year to date. What’s your take on $COST from here?
Meta vs. the S&P 500 and the tech sector over three years. What’s your take on $META from here?
Intel vs. the S&P 500 and the tech sector, year to date. What’s your take on $INTC from here?
The hardest cell in a DCF isn't the formula. It's the assumption. A formula can be correct while the business case is wrong. Which assumption in your model took the most research to justify?
What’s Wrong, Anon? Feeling bad because you’re down too many percent while everybody else seems to be up triple digits YTD? May the fact that Yahoo was worth more than Berkshire in 1999 help you through this ordeal. Or not.
The Grok Bot wave. Massive growth in just a few days. Why? It is the easiest most accessible agent platform thus built, and it keeps getting better, I am not guessing, I have been using agent systems before we had LLMs and today I can use any bot, but I find @Grok @Bot to be the best on all my test points. It has not retreated from anything I threw at it. But that’s only half of it. The suggestions are great and unlike any other platform. The chart is a wave and I say catch it…
Data centers outside China could add about 51 gigawatts of capacity next year, more than twice this year’s 25, according to research firm SemiAnalysis. On our Doc Brown Index, that’s 42 DeLorean time jumps’ worth of power in a single year. ⚡ Read more: yhoo.it/4ib9xkQ
HSBC looking for CoreWeave to be crushed. 2028-2030 EPS estimates "50%-70%" below consensus:
THE BLOCK: BlackRock filed for the iShares Bitcoin Managed Protection ETF on Monday, which it says will give "downside protection" to its previously launched bitcoin ETF. "The Fund seeks to provide upside exposure to the iShares Bitcoin Trust ETF (IBIT) and/or similar bitcoin exposure up to an approximate limit, while seeking to provide a level of downside protection," the firm said in a filing to the SEC.
Bonds may finally be staging a comeback. Jeffrey Rosenberg of BlackRock told Reuters that doubts over AI reflect the risk that growth may fall short of expectations, leaving bonds as the only remaining diversifier and giving them a 'new lease on life' reut.rs/4i3IkRa
dahlia ✨ @vicrosyz
1 Followers 453 Following around more than u think 🌙 • dms on, test them — i reply
QueenaFielding @QFielding37661
4 Followers 110 Following
Kirk @Kirk0830697
0 Followers 191 Following
Lee Roach Trades @leevaluroach
1K Followers 2K 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.
CH @Econimoca
148 Followers 4K Following
Island Life Notes🏝... @krpi_tShc
364 Followers 545 Following Among fading neon lights, she walked street corners. The breeze dispersed fatigue, offering pure peace #BTC #XRP
Carol Green Ungar @GreenUngar
16 Followers 126 Following I am a prize-winning much-published author in multiple genres
Alex Morris (TSOH Inv... @TSOH_Investing
66K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Kimpton (YC P26) @KimptonAI
1K Followers 2 Following We manufacture unique experiences for AI. Backed by Y Combinator.
Breach Inlet Capital @BreachInletCap
1K Followers 46 Following Concentrated portfolio targeting small cap equity transformations. Not investment advice. Disclaimer: https://t.co/Q0eU8i0rKz.
FUNDA @FundaAI
37K Followers 1K Following The full-stack research platform for public equity investors. https://t.co/0xRZegn2ep [email protected]
Schulz Duggan @Schulz_Research
3K Followers 77 Following AI and chip news as it happens, explained simply. Research on optics and memory from Asia and US filings. Weekly industry explainers. Econ & finance background.
Joe Weisenthal @TheStalwart
453K Followers 7K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
Deep Sail Capital @DeepSailCapital
57K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected] Shorts & Squeeze Corner: https://shortscorner.substack
Jesse Felder @jessefelder
171K Followers 29 Following Founder and editor of The Felder Report and host of the Superinvestors and the Art of Worldly Wisdom podcast.
Barchart @Barchart
577K Followers 594 Following Financial Markets | Trading & Investing Tools | Charting | Stocks | Options | Futures | Commodities | Forex | News
TheDividendGuy @TheDividendGuy
35K Followers 261 Following Passionate father of 3, deeply in love with my 1st crush. Retired from the corporate world Working 365 days/yr, On vacation just as much! #DYOR no advice
Charlie Bilello @charliebilello
873K Followers 143 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Lyn Alden @LynAldenContact
1.1M Followers 1K Following Author of Broken Money & The Stolguard Incident. Investor with a blended engineering/finance background. GP @egodeathcapital. Director at Bakkt & @Swan.
Cedar Grove Capital M... @cedargrovecm
5K Followers 2 Following Multi-strategy investment fund focused on L/S, M&A Arb, and other Special Situations // CIO @paulcerro // Fund: https://t.co/YgWyrWH6V5 // Reports 🔗 below
Paul Cerro @paulcerro
14K Followers 730 Following CIO @cedargrovecm multi-strategy investment fund // Research Notes: https://t.co/djwN1lpowN // IPO Briefs @weeklysnacks // Not financial advice
junkbondinvestor @junkbondinvest
55K Followers 1K Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire. DMs open.
P Equity Research �... @pequityresearch
65K Followers 934 Following Research 📃 & News 🗞️ | Semis & Tech | Research & Expert Calls: https://t.co/6jzqR9TN4j | China Tech: https://t.co/vptHyJJu79
TheValueist @TheValueist
38K Followers 12K Following Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.
Miguel Dabán Baines-... @MDBBolsa
19K Followers 549 Following 📈 Buy Side Equity Analyst at Capital Faktory Research l Ex- SIL Equity Analyst 👨🎓 M° Bolsa y MMFF por el IEB 📝 MDBbolsa Substack https://t.co/IUAo1kekNW
Quality Compounders @QualCompounders
6K Followers 4K Following Senior Software Developer👨💻 | 10+ Years Investing Experience 📊 High-conviction stock picks & fundamental research. ⏳ Long-term focus (5-10 years). NFA/DYOR
Eric Vishria @ericvishria
25K Followers 873 Following GP @Benchmark Director @confluentinc @Cerebras @Contentful @Benchling @CommerceLayer @acuitymd @FireworksAI_HQ @quilterai @pomerium_io @greptile @sundayrobotics
Wes Gray 🇺🇸 @alphaarchitect
49K Followers 4K Following Marine. Ph.D. Dad x3. RIA/blog/education: https://t.co/uYiYwqvK7J ETFs: https://t.co/uSfV8O19zS White label ETF: https://t.co/gGlhaJsd2B
Simply Wall St @simplywallst
16K Followers 374 Following Helping people become successful long-term investors 📈 Free forever 👉 https://t.co/8EcWawsc2f https://t.co/dscH0gm02f before DM 🙏🏾
Kuppy @hkuppy
183K 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.
Poonam Soni @CodeByPoonam
214K Followers 687 Following Post about everything latest in AI | Founder: AI Toast| DM for Collabs
Morgan Housel @morganhousel
723K Followers 858 Following Author of a few books, @collabfund, director at Markel Group. Nice to see you.
Conservative Dividend... @CDInewsletter
29K Followers 468 Following 🇨🇦 investor. I invest in conservative dividend growth stocks in boring industries, with good balance sheets, while they're temporarily cheap. NIA.
TheBigBerbowski @TheBigBerbowski
24K Followers 804 Following Independent research (AI infra, semis + microcaps) | Background in IT, economics, product. Link to my website, live chat, trades. ⬇️
Cloudflare @Cloudflare
323K Followers 5K Following Cloudflare is the world’s leading #ConnectivityCloud, and we have our eyes set on an ambitious goal — to help build a #BetterInternet.
Cloudflare Developers @CloudflareDev
85K Followers 144 Following Have questions, or building something cool with Cloudflare's Developer products? We're here to help. For help with your account please try @CloudflareHelp
John Kelleher @jkelleher
2K Followers 365 Following Founder & engineer at @SpotDev_AI. Building custom integrations, data systems & practical AI agents. SpaceXSI Partner, Claude Partner, OpenAI Partner.
Braden Dennis 📊 @BradoCapital
23K Followers 690 Following Engineer, Founder & Investor. CEO of @Fiscal_ai
mykal @mykalmachon
80 Followers 153 Following senior software engineer, support @Railway pragmatist, computer nerd, dad
Jake @JustJake
34K Followers 1K Following Founder @Railway, the peaceful way to ship software. People, Product, Production.
Railway Status @railway_status
2K Followers 2 Following All incidents, no matter how small, are posted here See something? Tag us! Status 👇
Dylan Patel @dylan522p
167K Followers 1K Following SemiAnalysis AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own
SemiAnalysis @SemiAnalysis_
178K Followers 38 Following
Gavin Baker @GavinSBaker
357K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mohnish Pabrai @MohnishPabrai
270K Followers 983 Following Pabrai Funds, The Dakshana Foundation, @wagonsetf; author of The Dhandho Investor and Mosaic. Views are my own.
Mikro Kap David @david_katunaric
20K Followers 663 Following turning over micro rocks and sharing my discoveries || there's always a cheap market somewhere || not investment advice
Brian Roemmele @BrianRoemmele
494K Followers 44K Following we can only see what we think is possible...
AlphaSpace @alphaspace
14K Followers 89 Following Professional market tools, built for every investor.
Brian Sozzi @BrianSozzi
44K Followers 5K Following Executive Editor @YahooFinance. Host of 'Sozzi Unleashed' live each morning at 9:30am + 'Power Players' podcast. Always locked in. 🚀
The Block @TheBlockCo
595K Followers 304 Following Industry-leading crypto news, research and data. Get The Daily: https://t.co/Lx7lIuO9sw | AI news: @TheLatentCo
Reuters Business @ReutersBiz
3.4M Followers 238 Following The latest business and financial news from around the 🌍 with insights from @breakingviews. Our new daily podcast is here: https://t.co/WoRUGLyyeH
Bloomberg @business
10.5M Followers 104 Following The first word in business news | Watch Live: https://t.co/nHEpHOzHqv | Newsletters: https://t.co/nWaCxHSKuU | Podcasts: https://t.co/096e9xMbPzYou might like
