Ros Nedev @rssndv1
Joined December 2015-
Tweets1K
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Looking for book recommendations that blend history with finance. Autopsy of a Merger, Stress Test, The Big Short, those kinda vibes. Can be something tangentially related too, open to all. Thank you.
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’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…
Daniel R @hyperinvest_t
28 Followers 561 Following Growth investor // Daily stock commentary // Investing in the future, for the future
Capital PMH @phmcapital
46 Followers 1K Following Investor & capital markets commentator.. Full disclosure available on https://t.co/PPazveIyMQ. PMH Capital is a consultant for Vox Markets.
Dani Romeo @HypercyptInvest
45 Followers 1K Following Growth investor // Daily stock commentary // Investing in the future, for the future
Common Sense Investin... @onecentinvests
2K Followers 651 Following Honest stock coverage USA & CAD No Paid Promotions. Personal opinion and good discussion NOT financial advice. https://t.co/QSZcXntBKs
Myles @fphysnerd
4K Followers 1K Following Physics grad, value investing zoomer, pole dancer, professional Excel monkey, "best hair on fintwit" 🏳️🌈 🇩🇪
Jeremy Raper @puppyehl1
122 Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
PRIVATEMAYECHAT 💬�... @privatmayechat9
386 Followers 5K Following Mother of @Elonmusk thank you y’all for the love and support.❤️🇺🇸
OptionFlow_TA🇺🇸 @Rhawsee7057
40 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
441 Followers 3K Following
Against All Odds Rese... @JasonPl38
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Kite @Kite7645
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Michael Carr @MichaelCarGuru
81 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
155 Followers 5K 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
40 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 4K Following Ecclesiastes 3:11 | Digital Marketing & Brand Communications Strategist | [email protected]
Liviana @Hufa2575
33 Followers 2K Following The strongest actions for a woman is to love herself, be herself, and shine amongst those who never believed she could.
Arminius @trading2brazil
81 Followers 189 Following
Nate Endicott @EndicttInvests
84 Followers 3K 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
44 Followers 2K Following Beauty begins the moment you decide to be yourself. — Coco Chanel
Eliza @Weiegeeh53001
25 Followers 1K Following Be fearless in the pursuit of what sets your soul on fire.
everyday normal inves... @everydaynorminv
241 Followers 506 Following 🇵🇱 in🇨🇭 Willing to discuss p̵l̵a̵n̵t̵s̵ investments. Tweets are not investment advice, DYODD.
Bill…Brewster @BillBrewsterTRB
109 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
175 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
Dereck Hirthe @DereckHirt73946
31 Followers 2K Following
Bucket Shop Bill @BucketShopBill
665 Followers 3K Following
Demetrius Batz @BatzDemetr2437
54 Followers 3K Following
Gieagal @Gieagal518
36 Followers 1K Following
Brooklyn @Uiwharkeah2950
7 Followers 121 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
28 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
120 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
104 Followers 3K Following
stocks.bg @stocks_bg
152 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
ReL Antonio Linares @R_alc2022
46 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
441 Followers 6K Following Founder of Red Dawg Mindset / Chief Strategist T3Live/T3TradingGroup, frequent CNBC/Bloomberg/Fox Biz guest, 2xIronman, devoted Husband & Father.
Tom ✪ @TradingThomasg
130 Followers 3K Following Sign up for my private twitter @ https://t.co/OSSooX6gP9 for Trade Alerts.
Lexie @Lexie42755
83 Followers 2K Following
Birkenwind @Mawcau669327
45 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
BullMarketPicks🇺�... @Genee0036
42 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
Angel Fox 🇺🇸 @JudyKSwafford84
456 Followers 4K Following Constitutionalist. Citizen Journalist. 🇺🇸💥Truth Social, Gettr,Opinions expressed are my own.Aries ❤️🇺🇸
🎀 Maria Bahchevano... @salvamea88
178 Followers 1K Following Българка в Америка 🇧🇬🇺🇸. Place for beauty 🎠 Real people only ! No porn or nudity 🫷🏻
Lukas @lejooon
4K Followers 782 Following Mathematics. Modelling in finance/insurance. Investing. Minimizing over loss landscapes. Master of Cope.
Jean Philippe Tissot ... @jptissot1
4K Followers 1K Following Founder Arauca Capital - (no investment advice)
Nick @nicholasp66
6K Followers 410 Following Investor Scouring the Globe for Great Investments Very little is needed to make a happy life it is all within yourself in your way of thinking. Marcus Aurelius
Kai Wu @ckaiwu
7K Followers 1K Following ⚡ Founder, Sparkline Capital | ✨ $ITAN + $DTAN ETFs | 🔭 Intangible Value Investing Using AI + NLP | Email List: https://t.co/jJEelP9wsv
Charles Hutchison @charlesbhutch
587 Followers 422 Following Personal Injury Attorney | Concentrated in Small and Microcap stocks
Ryan Julian @ryancjulian
1K Followers 2K Following Bringing learning robots to the world. Research Scientist @nvidia GEAR. PhD @CSatUSC. Formerly @GoogleDeepMind, Meka, @LeapMotion, Everyday Robots.
nanocap100index @nanocap100
3K Followers 222 Following Benchmark index for select US listed nanocap stocks. CAGR since inception (1.1.2020): 31.5%
Emil Hartela @emilhartela
747 Followers 389 Following Investing in the future; writing about stocks, markets, and my journey. See Substack below.
Spencer Cibelli @SpencerCibelli
213 Followers 84 Following Investment Associate at Robotti & Company
Stock.Logging @stock_logging
1K Followers 181 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
186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mallard Research @MallardResearch
1K Followers 248 Following Looking for intrinsic value. Check out my substack for deep dives. Not investment advice.
Toni @Toni11443724
393 Followers 1K Following Seeking for Value Investing insights. Spanish private investor.
Night Market Research @NMRtweet
3K Followers 50 Following
Modern_Investing @Secrets4stocks
5K Followers 249 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 977 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
5K 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 Portfolio Manager - Adjunct Prof - 'ancora imparo' - NOT Advice - Study great businesses, founders, Buffett, Munger, Sleep, Li Lu, Akre https://t.co/zrxj4An2O4
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 Electrotech Revolution, Sustainable Investing, NBA, & Rap tweets. SVP, Portfolio Manager. Prior Head of ESG, HY Credit, iBanking. All views expressed = personal
Rihard Jarc @RihardJarc
58K 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
188K Followers 442 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
15K Followers 292 Following Hedge fund mgr. Not financial advice. Happy to debate ideas, especially shorts. River Road Partners is a made-up name for X, by the way, so don’t bother.
Sleep Well Investment... @SleepWellTrung
5K Followers 895 Following Author of Sleep Well Investments newsletter | Outperforming the market by owning mundane time-tested businesses https://t.co/vff3qingoI
Mac @macaronicapital
909 Followers 159 Following Commentary on tech and media. Personal opinions, not advice. 👨🏻🍳
Rubenslash @Rubenslashh
776 Followers 381 Following Investor since 2014 | 32% CAGR (as of 2025) | Global equities | Growth-focused with valuation discipline | Concentrated bets | Occasionally sharing thoughts
Andrew Rosenblum @Anrosenblum
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Steve Hou @stevehou0
34K Followers 3K Following Quant Research @Bloomberg, opinions my own. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya).
Our World in Data @OurWorldInData
300K 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
244 Followers 226 Following Αναζητώ αξία στην ζωή και στις χρηματιστηριακές αγορές.
Bucket Shop Bill @BucketShopBill
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javier chagnon @NapoleonChagnon
167 Followers 597 Following Stocks, lock & barrell 🛐 🤹🏻♀️Long EDEN https://t.co/jmheDEog1h BAND OHLA NMM CLAR CLPR https://t.co/HGh5OqigsQ GGLD https://t.co/j2Q2he7jry OGI AES DQ CRON LYB KSPI AZE 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
908 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
34K Followers 633 Following “Your Boos mean nothing to me, I’ve seen what makes you cheer ; Every breath I take without your permission raises my self-esteem - Rick Sanchez
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