Ros Nedev @rssndv1
Joined December 2015-
Tweets1K
-
Followers141
-
Following563
-
Likes574
I think we are entering a period where the AI growth and adoption will consolidate, before we see the next growth leg: 1. We are nearing the limits of the amount of CapEx that Big Tech can spend on an annual basis, and for shareholders to still be fine with it, while multiples…
Interesting pitch on $FILA.MI by @HalvioCapital Global stationery leader with historic brands + 26% stake in India’s fast-growing DOMS. Core trades at ~3–5x EV/EBITDA vs peers ~10x. Strong downside protection at current prices. Full letter below.
We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service
1/11 🧵 THREAD: Google’s reported search query growth may be AI-driven, not human.
I’ve got bad news. The AI cycle is over—for now. I’ve been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early 2023. I’m still convinced it will take the wider economy years—maybe…
Read my part II article on the history of Cognac. It is free. Cheers!
What are some interesting asymmetric risk/reward opportunities you are seeing? $HPP $EVTL $NEXT $CORZ $GNW $LQDA
What’s the one book that flipped your beliefs upside down?
5 Must-Read Papers for Quality Investors It's crucial to concentrate on the foundational drivers and filter out superficial market noise A 🧵
We did reach Parliament. Great work by the members of the group sending letter to their MP's. Full artice can be found on Investors Chronical. $ANX.l
Fuckin banger - screenshotting it so it shows in full
This is insane. AI capex might account for a larger share of GDP than basically any technology since the railroad. Basically it’s a mini-wartime economy, but the guns are chips and the tanks are databases
"Nobody knows anything" is the only thing that I am more and more convinced of, very relevant in tops and bottoms. Socrates knew this 2400 years ago...
This is a magnificent piece of academic/econometric work by @GWInvestors which is the very basis of why @East72Dynasty exists. It delves into all the subtleties - less acquisition, passion for customer etc. Worth a read. sciencedirect.com/science/articl…
I am looking for boring stocks for a long-term hold, I like family owned with no or very low debt. I cannot do turnarounds, triggers and such stuff.
Cloudflare CEO @eastdakota is having the most honest conversations I've come across about the current & future of content creation "6 months ago, 75% of queries to Google get answered on Google. Which means if you're an original content creator, your content is getting…
Cloudflare CEO @eastdakota is having the most honest conversations I've come across about the current & future of content creation "6 months ago, 75% of queries to Google get answered on Google. Which means if you're an original content creator, your content is getting…
Investing is an arrogant act. Buying a stock implies its price - set by thousands of well informed and highly incentivized market participants - is wrong. Understanding when the conditions are ripe for a company to be over or under valued is key to earning outsized returns.…
Trumping around
AMD vs NVIDIA Inference Benchmark: Who Wins? Performance & Cost Per Million Tokens MI300X, MI325X, H100, H200, B200, MI355X VLLM, SGLang, TRT-LLM ROCm CI Lack of Coverage Inflated AMD Rental Prices semianalysis.com/2025/05/23/amd…
BrötchenUndButter @SsUHwfVH1se4z8
6 Followers 353 Following
SandyCongreve @4A5a2PWu869U9
3 Followers 144 Following
Aubrey Wright @leE6mzu7T41G1f1
0 Followers 250 Following Seeking 30%+ returns? Get 2 top US picks with live entries/exits and risk limits—free join. @Westcsrant
VioletSophia @8vv9Vsi1JBavn
3 Followers 326 Following
M. V. Cunhas @_mvcinvestings
54 Followers 3K Following Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
PRIVATEMAYECHAT 💬�... @privatmayechat9
387 Followers 5K Following Mother of @Elonmusk thank you y’all for the love and support.❤️🇺🇸
Gavin Bakers. @Gavin5Bakers
10 Followers 274 Following Managing Partner & CIO, @atreidesmgmt. Husband, @13eckyy. No investment advice, views my own. gavin- https://t.co/IPfpWSUyXo
Camlia🟢 @Kali13353676
104 Followers 756 Following Confidence in all that you are doing, your dream is your future, and your future is your life.
OptionFlow_TA🇺🇸 @Rhawsee7057
37 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
adn102 @adn1023
447 Followers 3K Following
Against All Odds Rese... @JasonPl38
35 Followers 2K Following
Kite @Kite7645
91 Followers 3K Following
YodaStocks @YodaStockInvcst
26 Followers 751 Following 📈Growth stock investor: $AMD $HIMS $FUBO $SOFI $HNST $OSCR 🧠Stock thesis, projections, investing mindset 💉Medical student with a passion for investing
Michael Carr @MichaelCarGuru
68 Followers 1K Following Trader and author. I use technical analysis to get a leg up on the markets. Subscribe to True Options Masters today: https://t.co/upcOLiqCQ4
Puru Saxena | Persona... @puru_personal
152 Followers 4K Following Founder of research firm - AlphaTarget. Previously, Founder / Portfolio manager of money management firms in Hong Kong. No investment advice, do your own DD.
CryptoStocksX🇺🇸 @Yxeregi71928
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
. @RyannMcEnany___
2K Followers 2K Following Ecclesiastes 3:11 | Digital Marketing & Brand Communications Strategist | [email protected]
Liviana @Hufa2575
11 Followers 969 Following The strongest actions for a woman is to love herself, be herself, and shine amongst those who never believed she could.
Arminius @trading2brazil
39 Followers 127 Following
Nate Endicott @EndicttInvests
69 Followers 2K Following only private elite here!! I will mainly talk about crypto market, price action analysis etc. ONLY FOR A FEW PEOPLE MAlN ACCOUNT @EndicottInvests
Lucia @Irneati6899889
16 Followers 1K Following Beauty begins the moment you decide to be yourself. — Coco Chanel
Eliza @Weiegeeh53001
8 Followers 977 Following Be fearless in the pursuit of what sets your soul on fire.
Tevis @FunOfInvesrting
46 Followers 2K Following I talk about stocks on YouTube VP Product @ Tech Startup $TSLA $SOFI $HIMS are my main holdings
everyday normal inves... @everydaynorminv
257 Followers 498 Following 🇵🇱 in🇨🇭 Willing to discuss p̵l̵a̵n̵t̵s̵ investments. Tweets are not investment advice, DYODD.
Bill…Brewster @BillBrewsterTRB
95 Followers 3K Following "Gucci shades up on my braids when I escapade. When I'm ridin' Sprewells slidin' like an Escalade." Be curious, not judgmental. But also, be judgmental.
SandemanStocks @Enduciot1nvest
166 Followers 5K Following Turned $50k to $8.5 million in 11years trading bio stocks. I'll teach how I did it here to pass on the things I learned. On Stocktwits sandeman52
Utroualqa @Utroualqa00723
28 Followers 2K Following
Life @Angelaa_179
10K Followers 6K Following Dreamer, doer, and believer in endless possibilities. Embracing growth, chasing passions, and spreading positivity every step of the way. 🌸✨
The foam of the waves... @ThefoamofGina
247 Followers 586 Following I like skiing, golf, traveling, shopping and fitness, 🚫 robots 🚫 porn 🚫 gift card promotions
Dereck Hirthe @DereckHirt73946
28 Followers 2K Following
Bucket Shop Bill @BucketShopBill
658 Followers 3K Following
Demetrius Batz @BatzDemetr2437
42 Followers 2K Following
Gieagal @Gieagal518
37 Followers 2K Following
Brooklyn @Uiwharkeah2950
10 Followers 123 Following Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas. - Paul Samuelson https://t.co/6waUUQ3lw3
PriceActionX🇺🇸 @Yzraimu3175373
27 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
Antonio Linares. @atc2022
113 Followers 3K Following Early investor in $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL. Connect with 15,600 curious minds. This is my sole account.
Umwaufers @Umwaufers485
99 Followers 3K Following
stocks.bg @stocks_bg
141 Followers 1K Following Как да търгуваме с акции. Платформи за търговия с акции онлайн. Избор от регулирани брокери на акции. Анализи на акции. Обучение за търговия с акции.
VolatilityQuant🇺�... @Punaw1705587
29 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
Antonio Linares__ @al... @alcs2022z
20 Followers 215 Following 👉 https://t.co/XK8stzrjHr Early SAMD, STSLA, $PLTR, $SPOT and $HIMS investor. Join 14,000 deep thinkers. This is my only account.
Galkje @Galkje601158
29 Followers 2K Following
ReL Antonio Linares @R_alc2022
45 Followers 1K Following Early and long term SAMD, STSLA, SPLTR, $SPOT, SHIMS, $DUOL investor. This is not financial advice and is my ONLY account. Please do your own research.
_Scott Redler @RRedDogT33
440 Followers 5K Following Founder of Red Dawg Mindset / Chief Strategist T3Live/T3TradingGroup, frequent CNBC/Bloomberg/Fox Biz guest, 2xIronman, devoted Husband & Father.
Tom ✪ @TradingThomasg
120 Followers 3K Following Sign up for my private twitter @ https://t.co/OSSooX6gP9 for Trade Alerts.
Lexie @Lexie42755
83 Followers 2K Following
Emil Hartela @emilhartela
663 Followers 384 Following Investing in the future; writing about stocks, markets, and my journey. See Substack below.
Spencer Cibelli @SpencerCibelli
210 Followers 84 Following Investment Associate at Robotti & Company
Stock.Logging @stock_logging
1K Followers 168 Following ▶️ Quality GARP investor. ▶️ Looking for (potential) high-margin & capital-light compounders. ▶️ Aiming for 15-20 % portfolio return pa. ▶️ Based in 🇩🇪
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!
Gavin Baker @GavinSBaker
185K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mallard Research @MallardResearch
1K Followers 245 Following Looking for intrinsic value. Check out my substack for deep dives on $CARD.L & $MCB.L. Not investment advice.
Toni @Toni11443724
396 Followers 1K Following Seeking for Value Investing insights. Spanish private investor.
Night Market Research @NMRtweet
3K Followers 49 Following
Modern_Investing @Secrets4stocks
5K Followers 245 Following My edge wasn’t brilliance—it was obsession. I logged every game and annotated every loss.
Nick Maggiulli @dollarsanddata
183K Followers 428 Following Helping people build wealth since 2017. Author of Just Keep Buying (https://t.co/q98gHouElD) & The Wealth Ladder (https://t.co/UUf1a8ZLTO)
CustomersYachts @Michaelrose102
1K Followers 966 Following Everything comes and goes, may as well trade some paper while we’re at it… Anything about stocks is not advice
Bourbon Insider Resea... @BourbonInsider
4K Followers 1 Following Tracking insider trades, political stock moves, and hidden market signals. Main Account: Bourbon Capital @BourbonCap
MastersInvest.com @mastersinvest
26K Followers 1K Following Investor - Adjunct Prof - 'ancora imparo' - NOT Advice - Study great businesses, founders, Buffett, Li Lu, Munger, Sleep, Akre here: https://t.co/zrxj4An2O4
Lisan al Gaib @scaling01
21K Followers 656 Following lead them to paradise | intelligence is inherently about scaling | be kind to us AGI
Adam Butler @GestaltU
19K Followers 3K Following CIO of ReSolve Asset Management. Tweets and/or views do not represent ReSolve’s investment positioning.
Dr_Gingerballs @Dr_Gingerballs
21K Followers 331 Following Engineer. Researcher. Stonk Enjoyer. Shit poster. I collect data on options and stuff and post it on X.
Shanu Mathew @ShanuMathew93
12K Followers 2K Following Climate, Investing, NBA, & Rap. SVP, Portfolio Manager - Sustainable Investing. Prev: Head of ESG, HY Credit, Startup (acq.) IB. Own Views. RTs ≠ endorsement.
Rihard Jarc @RihardJarc
54K 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.
East Value Research @EVR_CEE
2K Followers 1K Following #Researchhouse that focuses on #Europe.Our #equityresearch is available e.g.on https://t.co/ipatn5m8GZ. Subscription for EUR 140/year-EUR 80/6-months-EUR 15/1m!
Chris Camillo @ChrisCamillo
186K Followers 429 Following Being smart isn’t as important as being smart in a different way than others. The $20k to $60M guy in Unknown Market Wizards who’s going all in on humanoids.
RiverRoadPartners @partners_road
14K Followers 290 Following Hedge fund manager. Bring any short idea; focus on frauds and fads. River Road Partners is a made up name for X, by the way, so don’t bother.
Sleep Well Investment... @DTF_Capital
4K Followers 853 Following Author of Sleep Well Investments newsletter | Outperforming the market by owning mundane time-tested businesses https://t.co/vff3qingoI
Mac @macaronicapital
899 Followers 174 Following Commentary on tech and media. Personal opinions, not advice. 👨🏻🍳
Rubenslash @Rubenslashh
770 Followers 378 Following Investor since 2014 | 32% CAGR (as of 2025) | Global equities | Growth-focused with valuation discipline | Concentrated bets | Occasionally sharing thoughts
Andrew Rosenblum @Anrosenblum
7K Followers 544 Following
Steve Hou @stevehou0
33K Followers 3K Following Quant Research @Bloomberg, opinions my own. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya).
Our World in Data @OurWorldInData
299K Followers 22 Following Research and data to make progress against the world’s largest problems. Based out of @UniOfOxford, founded by @MaxCRoser.
Demetris Markoulis @dgmarkoulis
243 Followers 225 Following Αναζητώ αξία στην ζωή και στις χρηματιστηριακές αγορές.
Bucket Shop Bill @BucketShopBill
658 Followers 3K Following
javier chagnon @NapoleonChagnon
165 Followers 593 Following Stocks, lock & barrell 🛐 🤹🏻♀️Long BRSL https://t.co/jmheDEog1h BAND GMRE JDEP CLAR ALLFG CLPR https://t.co/HGh5OqigsQ https://t.co/uoewfrwOAy OGI AES AOI DQ CRON LYB NE BOC TBCG UPS NVO KOS JD VET EC BAX…
Wexboy @Wexboy_Value
9K Followers 38 Following A blog about value investing, mostly in UK, Irish & US listed stocks.
The Oak Bloke @BlokeOak57182
870 Followers 48 Following I analyse stock investments (mainly UK). My interests range widely, but Mining, O&G, Venture Capital and Special Situations I find most interesting.
IP Banking Research @BankingIp
2K Followers 1K Following Independent Equity Research. An agnostic apolitical investor scouring the earth for durable and diversified cashflows. Tweets are not financial advice.
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
PMH Capital @CapitalPmh
6K Followers 64 Following Paul Hill: Investor, capital markets commentator & analyst. All views are my own. Please DYOR. Full disclosure available on https://t.co/3JUBBuJbNy
FutureFinance @alessandrobanca
612 Followers 138 Following A fervent advocate for sustainable aviation fuel, deeply invested in Comstock's future, believing in generational wealth through green tech innovation. $LODE
Artem Fokin @FokinArtem
839 Followers 821 Following
Rame @rainmakerspod
4K Followers 432 Following Learn from the world’s best investors how they made their returns.
Mojo @MrMojoRisinX
5K Followers 500 Following a new beginning... https://t.co/zNoMHkx0Eb. and https://t.co/cnol0oK44h
Better Nest @NestBetter
7K Followers 905 Following Stonks: Prefer low starting multiple + margin expansion + robust topline
Evan Tindell @evantindell
11K Followers 1K Following Bireme Capital CIO / MIT '06 / I used to play poker https://t.co/nkVEbj4lri https://t.co/scqco3aC0h
Hoop Club @_HoopClub
54 Followers 2 Following Activist Investors. Expressing our view. Not investment advice.Trends for United States
You might like
