MacroImpacts @macroimpacts
LT investor who leverages options strategies for risk/reward. Tweets are for education only, not investment advice. Canada Joined May 2021-
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Google has just two weeks to begin cracking open Android, it admits in emergency filing | The Verge theverge.com/news/717440/go…
The CFA Institute is no longer the outstanding organization it was when I joined upon earning my charter 31 years ago. If you are a CFA charterholder and have not yet voted your proxy (deadline this Monday the 21st at noon Eastern) or may consider changing your vote, or are…
I’ll conclude by encouraging all CFA charterholders to consider my message and vote accordingly. I’ve watched the Institute grow to where it is no longer effective. In fact, while years ago the Institute logically and successfully campaigned to where charterholders were exempt…
How China's new auto giants left GM, VW and Tesla in the dust reuters.com/investigations…
Price to Earnings Ratios (Start of the Year --> Today)... Tesla: 198 --> 118 Nvidia: 53 --> 35 Apple: 40 --> 31 Amazon: 40 --> 31 Microsoft: 34 --> 30 S&P 500: 28 --> 25 Meta: 24 --> 21 Google: 24 --> 19 Video: youtube.com/watch?v=DwjjS2…
Mark Zuckerberg recently built a MASSIVE data center for META in Georgia - There are residential homes just hundreds of yards away - It uses so much water, residents no longer have water pressure in their homes - Their sink water no longer works - Their toilets don’t fill with…
a tale of two tariffs: free for all subscribers, citriniresearch’s first financial history piece in two years citriniresearch.com/p/a-tale-of-tw…
JP Morgan Insider Trading Alert 🚨 CEO Jamie Dimon just dumped $31.5 million worth of $JPM shares
Warren Buffett is a tax respectoor, Celebrates government obligation to “take care of the many who, for now fault of their own, get the short straws in life” Can’t imagine FinTwit will be sharing this quote from their legend
MercadoLibre $MELI Q4 2024 Earnings Analysis - How $MELI is achieving accelerated revenue growth at scale - Why Wall St analysts consistently struggle to grasp the business - Why the $MELI credit strategy is under appreciated Read the full article👇
$UBER Analyst Updates Piper Sandler $80 to $87 🟢 Arete $79 to $82 🟢
$ADYEN H2 2024 Earnings in Charts - a Thread Here are 8 of the most eye-catching: 1. Processed Volume
$SMCI | Super Micro Computer Q2'25 Preliminary Earnings Highlights: 🔹 Revenue: $5.6B-$5.7B (Est. $5.888B) 🔴; UP +54% YoY 🔹 Non-GAAP EPS: $0.58-$0.60 (Est. $0.64) 🔴; UP +5% YoY Q3'25 Guidance: 🔹 Revenue: $5.0B-$6.0B (Est. $6.091B) 🔴 🔹 Non-GAAP EPS: $0.46-$0.62 (Est.…
Amazon $AMZN has generated over $100B in AWS revenue in FY24 for the first time ever, marking an 18% YoY growth.
Come for the (hopefully) deep comments on the equity risk premium, privates, trend following, etc. Stay for the Fartcoin. Link follows.
The podcast elections have started. I invite both @PierrePoilievre and @JustinTrudeau for separate, unscripted, and unedited interviews on The Knowledge Project. Each conversation will be shared directly with everyone here on X. Let’s provide the information and let people…
🎄🎁 Get a 1-year subscription to Best Anchor Stocks for free 🎁🎄 Christmas has arrived and I have decided to gift an annual subscription to Best Anchor Stocks ($400). To participate... ☑️ Like and RT this tweet ☑️ Subscribe to Best Anchor Stocks at bestanchorstocks(.)com ☑️…
$UBER The stock price of Uber has down 15% over the past 5 days, mainly because of the worrying threats from AVs. My takes To make a proper ride-hailing happen, you need 1) supply of vehicles (w/ or w/o drivers); 2) proper fleet management (especially for AVs); 3) demand…
“Vox populi, vox dei.” So goes one of Elon’s favorite quotes. Today we learned while the voice of the people may be the voice of the gods, in Delaware there’s only one true god: And her name is Chancellor Kathaleen McCormick. 1/x 🧵👇 Below is a brief thread breaking down…
JaniceRaglan @AO92K3I3edEza
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Simeon Research cmt @_SimeonResearch
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shortpalantir(Private... @publicequities_
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TessHerty @hXG7Dcb1wsCpV
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JosephineBellamy @w7MJcF7Ac3SL2
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Sergio @kinginvestings1
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DoraKent @DackLL72dASrN
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Hannah Young @EJNz21Qlx4Ze6Ld
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Fantasy🍂 @elvirahgmm
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Sergio @Sergiomoonboy
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GemmaEvan @02puTxS246iw53
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さくらねこ (Saku... @Brubqow7121
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katushabe scovia @SergayCYW
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RoxanneGibbon @dGAgZ5WLRe8zs
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M. V. Cunhas @mvcinvesthing
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Kebba @Kebba1034228
183 Followers 6K Following I am the way, the truth, and the life. No one comes to the Father except through Me.” – John 14:6✝️
SigmaTrader🇺🇸 @Awsawbood57199
36 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
Hanif…Bayat @HanifBaryat
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EinfachWahr @6Fn868s2R5042
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Sebastian @sebaastian_ski
131 Followers 2K Following #Bitcoin, research into Bitcoin & Bitcoin miners and their performance. None of my posts are financial advice, you are responsible for doing your own research.
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Michael. Z @MichaelZero10
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Teffare @TeffaregysPRe
53 Followers 4K Following The world is like a mirror: Frown at it and it frowns at you; smile, and it smiles too.
Guipirb @Guipirb20522
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MidCapMomentum🇺�... @Uroja91410
39 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
Dong Ming @dming
1K Followers 1K Following Engineer turned investor. Ex- @Axon_us, @Microsoft, @AMD, @UWaterloo 🇨🇦🇺🇸
Ray Wang @rwang07
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Sean D. Emory @_SeanDavid
21K Followers 1K Following Founding Partner & CIO of @AvoryCo | Investing Where the World is Headed | Public + Private Investing | Data tells our stories | Opinions are mine.
shortpalantir @public_equities
10K Followers 34 Following I don’t know what I’m doing. Tired of seeing grifters win.
Hudson Labs @HudsonLabs
4K Followers 1K Following AI for Institutional Equity Research Fast. Reliable. Precise.
Viggy Krishnan @viggy_krishnan
10K Followers 2K Following Public equity investor. I love stocks, markets, great food and all things Harry Potter. Nothing is investment advice. Views are purely my own. DetPistons fan
Rebound Capital @rebound_capital
780 Followers 18 Following All great companies stumble | Deep research on beaten-down stocks
Investor in misunders... @meeijer
20K Followers 376 Following Investor in stocks since 2001 | Posting about deeply undervalued, high-upside plays, enjoy! | NFA | 15% off at https://t.co/JhB1kGJklQ: https://t.co/Cu2aMJqZaK
Mike Zaccardi, CFA, C... @MikeZaccardi
63K Followers 88 Following Financial writer. Markets & charts. Subscribe for exclusive charts, a daily insight, and a follow-back. Open to freelance or full-time work.
Ben Johnson, CFA @MstarBenJohnson
21K Followers 565 Following Head of Client Solutions, Asset Management, Morningstar. "All I know is that I don't know nothing. And that's fine." Opinions mine.
Dimensional Fund Advi... @dimensional
2K Followers 0 Following A firm dedicated to using financial science to help maximize returns and minimize costs and risk. https://t.co/t7n7XrSjtG
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6K Followers 340 Following An analyst/investor always looking for the "fat pitch". I want to play long-term games with long-term people.
AInvestor @AInvestor_
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Sergey @SergeyCYW
8K Followers 239 Following I talk about growth stock investing, fundamental analysis with a long-term mindset. I provide earnings reviews and key news updates. https://t.co/7Viimrqjr9
Kris Patel 🇺🇸 @KrisPatel99
32K Followers 632 Following It’s not what you buy, it’s what you pay. And success in investing doesn’t come from buying good things, but from buying things well. -Howard Marks
Rose Yao @dozenrose
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Nicholas Cortellucci,... @NickCortellucci
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M. V. Cunha @mvcinvesting
55K Followers 305 Following Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
Gab @GabGrowth
16K Followers 514 Following I write about generational companies that go unnoticed. Strong opinions, loosely held.
Michael. Z @MichaelZero10
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Selling For Premium @Selling4Premium
10K Followers 610 Following Selling (aka "writing") options to generate income. Part-time trader. Self-made $$$ through grit + grind. Tweets are for informational purposes only.
Tarun Amasa @TarunAmasa
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Mac @macaronicapital
902 Followers 174 Following Commentary on tech and media. Personal opinions, not advice. 👨🏻🍳
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Fundamental Research ... @Fundamental
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