@HodaMehr Hoda MehrHoda Mehr posts on X about stocks, ai, $nvda, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 52.25% stocks 42.34% technology brands 32.43% social networks 4.5% cryptocurrencies 3.6% countries 2.7% fashion brands 1.8% celebrities 0.9% automotive brands 0.9% exchanges 0.9%
Social topic influence stocks 10.81%, ai 6.31%, $nvda 6.31%, debt 4.5%, $amzn 4.5%, $pypl 4.5%, fintech 4.5%, money 4.5%, open ai #2312, $cart 3.6%
Top accounts mentioned or mentioned by @stockcardhq @mebfaber @rexsalisbury @7innovator @firedupwealth @rklbsfan @couchinvestor @jposhaughnessy @owlwealthy @danielcrosby @brettcalhounn @stockmarketnerd @brianferoldi @ericsyuan @tickersymbolyou @salesforcebrig1 @stockcardhqs @7lukehallard @perthtolle @kylascan
Top assets mentioned NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) PayPal Holdings Inc (PYPL) Maplebear Inc. (CART) Metadium (META) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) RAI Finance (SOFI) Expedia Group Inc (EXPE) Palantir Technologies Inc. (PLTR) Alibaba Group (BABA) Zoom Video Communications Inc (ZM) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) Uber Technologies, Inc. (UBER) Affirm Holdings, Inc. (AFRM) Shopify Inc (SHOP) Bitcoin (BTC) Trade Desk, Inc. (TTD) PubMatic, Inc. (PUBM) Advanced Micro Devices (AMD) Teradyne, Inc. (TER) Novavax Inc (NVAX) Moderna Inc (MRNA) DarkShield Games Studio (DKS) Kohl's Corporation (KSS) Target Corporation (TGT) Etsy Inc (ETSY) Tesla, Inc. (TSLA) Moody's Corporation (MCO) PepsiCo, Inc. (PEP)
Top posts by engagements in the last [--] hours
"5 lessons from my latest Product Talk by Products That Count episode with Yana Welinder for product builders and founders: Yana has one of the clearest most grounded takes on building real AI http://x.com/i/article/2018886155371184128 http://x.com/i/article/2018886155371184128"
X Link 2026-02-04T03:21Z [----] followers, [---] engagements
"Since OpenAI announced it is testing an ad-based model there has been a heated debate among prominent VCs builders and founders. Many are supporting OpenAIs decision under a familiar argument: http://x.com/i/article/2020335156117270531 http://x.com/i/article/2020335156117270531"
X Link 2026-02-08T03:26Z [----] followers, [---] engagements
"Does this "DM me" ever get any response Not singling out Austin here. Wondering in general. I'm a master cold-emailer and cold-DMer. Never not even a single X/Twitter DM has ever worked. It works on LinkedIn and email. But not here. I'm looking for an AI tutor. Someone NYC based to come sit next to me and show me all the latest ways people are using AI. DM me if interested. I'm looking for an AI tutor. Someone NYC based to come sit next to me and show me all the latest ways people are using AI. DM me if interested"
X Link 2026-02-09T00:30Z [----] followers, [---] engagements
"Last week an article by Matt Shumer titled "Something Big Is Happening" exploded on X. By the time Im sitting down to write this it has surpassed [--] million views. His message was a siren: Wake http://x.com/i/article/2022856270227869697 http://x.com/i/article/2022856270227869697"
X Link 2026-02-15T02:14Z [----] followers, [---] engagements
"Last week Matt Shumers piece Something Big Is Happening crossed [--] million views. But I reached a different conclusion after digging into the data and observing whats actually happening in hiring trends. I appreciate Matts original piece and the conversation it sparked. However if AI were truly a job-deletion tsunami the most AI-native companies such as OpenAI and other LLM makers should be the leanest especially in administrative functions like Legal HR and Finance. After all thats where the most immediate productivity gains would be expected. Instead OpenAI has roughly [----] employees and"
X Link 2026-02-16T16:50Z [----] followers, [---] engagements
""Winning the End Game sometimes requires burning the boats." -- Just for once I want someone to give me a concrete example that this mental model has worked to create a better endgame"
X Link 2026-02-08T05:01Z [----] followers, [--] engagements
"Ive been reflecting on the debate around OpenAI introducing ads. Ads powered the last era of the internet. That much is clear. Whats less clear is whether the same model works in the AI era. Curious how others are thinking about this shift: https://x.com/HodaMehr/status/2020338453771370681 https://t.co/zTTAgyI9Ew https://x.com/HodaMehr/status/2020338453771370681 https://t.co/zTTAgyI9Ew"
X Link 2026-02-09T16:28Z [----] followers, [---] engagements
"Ive been thinking a lot about the ad-based business model in the AI era. Before No one ever used the internet because they liked ads. We tolerated them in exchange for free access. That model made sense in a pre-AI world where content was scarce and attention was abundant. Ads optimized for impressions. Products optimized for time spent. That incentive quietly shaped feeds across consumer products and gave us endless scroll and eventually doomscrolling. Now In the AI era content costs approach zero. Feeds explode. Attention is a scarce resource. AI systems and agents are designed to help"
X Link 2026-02-10T23:25Z [----] followers, [--] engagements
"My best hack using AI: [--]. Start with GPT with an intent-based prompt. [--]. Take a good draft you like to Gemini with an outcome prompt. [--]. Take back the final draft to GPT for final tweak. Once you refine your prompt it works very fast and the result is so much better"
X Link 2026-02-15T19:11Z [----] followers, [--] engagements
"Now take the opposite of your own argument. Why and how your argument could be wrong and how AI could boost jobs. It'd be a great read. As they say: "The test of a first-rate intelligence is the ability to hold two opposing ideas in the mind at the same time and still retain the ability to function." https://twitter.com/i/web/status/2023442295807480018 https://twitter.com/i/web/status/2023442295807480018"
X Link 2026-02-16T17:00Z [----] followers, [--] engagements
"@brettcalhounn Arnold Schwarzenegger - truly a builder who has proven himself in many different markets: Bodybuilding Hollywood and politics. None is better at building enduring brands"
X Link 2026-02-16T17:39Z [----] followers, [---] engagements
"Global AdTech: - 13%+ annual growth - Thanks to AI Beneficiaries: $META $TTD $PUBM"
X Link 2023-07-16T01:29Z [----] followers, [---] engagements
"$AMD fundamental recap: 1) Revenue declined expected to recover 2) Negative earnings due to acquisition-related accounting 3) $9B+ cash & free cash flow 4) Proven mgmt team 5) Primary market: #Al #semiconductor 6) Valuation: 8x P/S ๐ Details: https://youtu.be/5mMMtSxxeEs https://youtu.be/5mMMtSxxeEs"
X Link 2023-07-16T01:35Z [----] followers, [---] engagements
"@FIREDUpWealth $TER is interesting. Testing for generative ai and ai chips. I haven't dug into it yet"
X Link 2023-07-19T02:44Z [----] followers, [--] engagements
"9/ Arthur L Laffer makes macroeconomics easy Even as an economist myself I enjoyed this course. Take the course yourself:"
X Link 2023-07-20T00:36Z [----] followers, [--] engagements
"10/ If you learned anything from this thread it's that you can use the tax system to reduce your taxes. How Invest more - Income tax advantages (401k & IRA) - Lower tax for long-term My startup @stockcardhq can help with your investment research:"
X Link 2023-07-20T00:36Z [----] followers, [--] engagements
"$META jumped 8% after its earnings call on Wednesday and 30% in the last [--] months. Remember last year when META burned $13B+ on AI and VR and no one believed it could turn it around ๐งต Are the $$$ invested finally paying off Is there more room for META to grow"
X Link 2023-07-27T23:33Z [----] followers, [---] engagements
"$SOFI jumped 20% after its earnings call on Monday. Analysts target a $6.77 per share 40% lower than the current price. What do the analysts miss I saw a lot of good news and a ๐ฉ red alert in its customer acquisition productivity loop. Let's take a look ๐"
X Link 2023-07-31T21:58Z [----] followers, [----] engagements
"2b/ Top Line ๐ฉ While the absolute numbers of banking members and lending customers are growing the conversion rate of Financial Services / Lending is declining: Q2 2023: 19% Q2 2022: 22% Q1 2021: 36% SCORE: GOOD - But watch for the decline in the productivity loop"
X Link 2023-08-01T00:23Z [----] followers, [--] engagements
"$EXPE never seen all-yellow-stuck-in-the-middle stock Nothing about this stock is certain. It can go either way https://stockcard.io/EXPE https://stockcard.io/EXPE"
X Link 2023-08-03T16:32Z [----] followers, [---] engagements
"520 stocks report earnings today. BUSYYYYYY"
X Link 2023-08-03T16:40Z [----] followers, [--] engagements
"Fitch downgrading the U.S.s creditworthiness Short-term: no big deal Long-term: really bad because a man can only lead when others accept him as a leader. The same goes for countries that want to lead the world. Why Fitchs rating is really bad: https://youtu.be/Go0FQrWqZPU https://youtu.be/Go0FQrWqZPU"
X Link 2023-08-05T16:04Z [----] followers, [---] engagements
"8/ Other good $PLTR reviews: @FIREDUpWealth -- @StockMarketNerd --"
X Link 2023-08-08T23:24Z [----] followers, [--] engagements
"The most surprising thing from #michaelburry 's latest 13F: - He sold all $BABA $JD and $ZM - Kept them for less than a year (bought Q222 & Q123) - Such strange behavior from a value investor. - His expectation of China's consumer spending must have drastically changed"
X Link 2023-08-14T21:43Z [----] followers, [----] engagements
"#MichaelBurry bought more than $10M shares of $EXPE - He is not the first value investor to invest in EXPE - The stock has been showing up in value investors' lists in recent quarters. Let's discuss why EXPE appeals to value investors"
X Link 2023-08-14T23:28Z [----] followers, [---] engagements
"1/ Topline Expedia makes commission fees from travel bookings and advertising fees on its properties such as Expedia Vrbo Travelocity etc. I - Q223 it made $3.4B in revenue - Revenue was up 6% Y/Y - trivago & b2b segments drove the revenue growth http://Hotels.com http://Hotels.com"
X Link 2023-08-14T23:28Z [----] followers, [--] engagements
"Michael Burry doesn't have a good track record in predicting the market but - he always prepares for the worst - he is very observant - when he is right he wins big So it is worth understanding why he is shorting the market again:"
X Link 2023-08-19T23:53Z [----] followers, [---] engagements
"WeWork raised $22B across [--] rounds and is going bankrupt Lesson: Market will eventually catch up with your fundamentals"
X Link 2023-08-20T03:38Z [----] followers, [---] engagements
"3 investors [--] strategies Same conclusion Michael Burry thinks the market is overpriced Bill Ackman believes the interest rate will still go up Cathie Wood expects a hard landing All [--] agree the markets rally isn't sustainable - This is why:"
X Link 2023-08-20T17:29Z [----] followers, [---] engagements
"Most people don't realize this: "We still need [---------] COIVD vaccine shots" That's a huge upside potential for vaccine stocks. That's why today: - $NVAX is up 18% - $MRNA is up 10% Dug into vaccine stocks' potential just a few weeks ago:"
X Link 2023-08-21T18:45Z [----] followers, [---] engagements
"Bad day for retail stocks - $DKS down 24% - $M down 14% - $KSS down 10% - $TGT down 2% Consumer spending is critical to the U.S. economy. Retail sales are worth watching"
X Link 2023-08-22T22:36Z [----] followers, [---] engagements
"@BrianFeroldi It always makes me wonder whether it's the rapid growth that creates the best place to work or if it's the best place to work that creates rapid growth. Success creates momentum and then smart companies seize it to become the best in all aspects including culture and hiring"
X Link 2023-08-29T19:13Z [----] followers, [--] engagements
"@RklbsFan On his own YouTube channel he explained he sold 50% of his NVDA and kept 50%:"
X Link 2023-08-30T19:43Z [----] followers, [--] engagements
"1/ It all started with Evergrande It is one of the largest property developers in China that filed for Chapter [--] bankruptcy. Why - Protecting itself against U.S. bondholders until it finds a way to renegotiate its $340b debt. - Its debt is = 2% of China's GDP.MASSIVE"
X Link 2023-09-03T22:28Z [----] followers, [--] engagements
"2/ But the debt isn't limited to [--] Co - Due to massive debt almost all primary developers in China are in disarray. - Kaisa missed a $400M bond payment. - Shimao Group defaulted on a $101M project loan. - Yuzhou Group requested a deferral to repay offshore bonds worth $582M"
X Link 2023-09-03T22:28Z [----] followers, [--] engagements
"Favorite monthly stock screener: ๐ชSolid financials ๐Hitting [--] week low or lower Results: [--] interesting stock Only knew $ETSY from this list Excited to research them all Get the list here: https://stockcard.io/ideas/64f77ce0af5c5e372cf8cea4 https://stockcard.io/ideas/64f77ce0af5c5e372cf8cea4"
X Link 2023-09-05T19:13Z [----] followers, [---] engagements
"๐จ Update: The most viewed and researched stocks on @stockcardhq: $TSLA ๐ $AAPL ๐ฑ $AMZN ๐ช $NVDA ๐ฎ $MSFT ๐ป $SOFI ๐ฐ $PLTR ๐ค $META ๐คณ $GOOG ๐ $PYPL ๐ฐ --- $PLTR jumped one slot $BABA lost its spot in the top 10"
X Link 2023-09-05T22:36Z [----] followers, [---] engagements
"$MCO Moody's is one of the most held stocks by the so-called super investors This is Why: - Duopoly with S&P -- together they own 90% of the rating market - 70%+ gross margin - 25%+ net profit margin Plus: experimenting w/ #generativeAI with $MSFT using its proprietary data"
X Link 2023-09-07T17:02Z [----] followers, [---] engagements
"Interesting nugget from reading $CART's S1 in preparation for Monday's #IPO: $PEP ๐ซถ $CART PepsiCo is expected to invest $175M in Instacart. This is quite interesting for Pepsi investors. The company wants to have more control over its relationship with customers"
X Link 2023-09-13T23:13Z [----] followers, [---] engagements
"Instacart $CART is going public next week Its rise to the market leader is such an interesting story. Good product (just works) In a massive market ($1.1T market) At the right time (eCommerce mass adoption) Here's the story:"
X Link 2023-09-16T16:09Z [----] followers, [--] engagements
"Interesting opening for $CART: ๐40% or so up on opening ๐คWhat a short recap ๐บWant the full story on #Instacart's rise to the top:"
X Link 2023-09-19T20:06Z [----] followers, [---] engagements
"$CART IPO Was HOT - This Is Why: 8M monthly active orderes $2.5B in annual rev 30% from ads 40% YoY growth in [----] 72%+ gross margin 1.5% net income $251M FCF 10% FCF / Rev ratio $2B in cash vs. $400M in current liabilities. ๐บFull episode: https://youtu.be/_CHEHbRoxW0 https://youtu.be/_CHEHbRoxW0"
X Link 2023-09-19T22:14Z [----] followers, [---] engagements
"Some stock market nerd-out: First let me ask the question from you (Poll) Then I will give the answer (Thread) Q) Which strategy has the highest return 1) Dollar cost averaging (monthly) 2) But the Dip (-10%) 3) Buy the Dip (-10%) Sell the Rip (+10%) Guess:"
X Link 2023-09-27T17:29Z [----] followers, [--] engagements
"@RklbsFan I DCA market indexes too. But it seems buying the dip + selling the rip in a volatile market can add to the return. Perhaps a portion of the portfolio can be allocated to it during market cycles with high volatility"
X Link 2023-09-27T19:15Z [----] followers, [--] engagements
"At the rate $PYPL price drops one of these days Buffett may buy it ๐ PE: [--] F PE: [--] PEG: [---] PS: [---] This is coming from a company with 10%+ ROE FCF 50% gross margin and lots of strong brands: Venmo PayPal and Braintree etc Do your research:"
X Link 2023-09-29T15:29Z [----] followers, [--] engagements
"The best investments have three common characteristics: 1) Scarce 2) Moat 3) Time Value Whether a stock in the stock market or a collectible such as a violin"
X Link 2023-10-04T16:28Z [----] followers, [---] engagements
"Stocks to Buy (Research) in Oct ๐ Hitting 52-week low ๐ช Strong sales growth ๐ฐFree Cash Flow And a few other filters [--] stocks qualify High chance that youll find the next multi-bagger on the is list:"
X Link 2023-10-04T20:56Z [----] followers, [---] engagements
"$ZM Charlie Munger loves working from his home #workfromhome Zoom is changing the world Thank you Charlie Munger for joining our Founder & CEO @ericsyuan for our #Zoomtopia closing keynote https://t.co/QjYw2TyqTn Zoom is changing the world Thank you Charlie Munger for joining our Founder & CEO @ericsyuan for our #Zoomtopia closing keynote https://t.co/QjYw2TyqTn"
X Link 2023-10-05T01:52Z [----] followers, [---] engagements
"@MebFaber Retail investors don't invest in bonds as much as stocks. So the media doesn't care to light things on fire"
X Link 2023-10-05T18:52Z [----] followers, [--] engagements
"The debate over $PYPL is dividing: ๐PayPal is the new IBM ๐Undervalued beaten-down stock The "new IBM" debate isn't new In [----] $AAPL was the new IBM. $AAPL of 2019: - $200B+ cash - Services biz growing - Strong profit - Large customer base PYPL isn't too different"
X Link 2023-10-05T21:45Z [----] followers, [---] engagements
"$PYPL Once soaring above $300 Down by a jaw-dropping 80% Valuation: PE: 16x F PE: 10x PS: 2.3x Question: ๐ฆ Is $PYPL a Fintech dinosaur or is it a beaten-down golden opportunity Todays episode is all about that:"
X Link 2023-10-07T15:52Z [----] followers, [---] engagements
"@TickerSymbolYOU There is another way of thinking about it: what if she keeps saying the same growth rate despite everything that changed in the economic context IMO you want her to change her forecast in response to the market. Otherwise it's a bad sign"
X Link 2023-10-08T05:12Z [----] followers, [--] engagements
"Whats the REAL difference between a bad & a good investor In [----] Dave Portnoy beat Buffetts return. But Buffett has an annualized 20% return for [--] decades. Portnoy is back to reviewing pizza. How do you decide who is good at investing"
X Link 2023-10-14T16:37Z [----] followers, [---] engagements
"@Salesforcebrig1 Buffetts annualized return is 19.8% in the last [--] years. Portnoys return is probably in negative"
X Link 2023-10-14T22:26Z [----] followers, [--] engagements
"According to CNBC #EVs are losing momentum: - Take longer to sell (90 days) - An oversupply due to GOV mandates - High interest rate makes it expensive This is interesting Is this an industry peak or just a pump in the eventual transition to all EVs"
X Link 2023-10-27T15:34Z [----] followers, [--] engagements
"#SBF made so many people trust him. HOW Trust can be engineered & he implemented its playbook masterfully. He isn't the only one Leaders of many growth stocks follow the playbook to the T. It's up to us to recognize the pattern before investing"
X Link 2023-11-04T15:55Z [----] followers, [---] engagements
"$HOOD's asset under custody near peak $HOOD's stock near 52-week low Money + gambling + great product design + FCF-generating stock = Winning formula Watch for competitors though"
X Link 2023-11-09T03:47Z [----] followers, [---] engagements
"I've been wondering why $ARKK has $HOOD as a holding and this quick interview with Cathie Wood is worth watching: In summary ARK is trying to find the company that will build THE digital wallet. Is it $COIN $HOOD $SQ $MELI or $NU . https://youtu.be/kj95_DAc-Aofeature=shared&t=318 https://youtu.be/kj95_DAc-Aofeature=shared&t=318"
X Link 2023-11-16T00:06Z [----] followers, [---] engagements
"Stock markets rhythm: In [----] America fell into an economic slump. The crises ended a decade of frantic speculations in railroad securities and land stocks by heavy borrowing. These are excerpts from the book Titan about the 1860s but it can simply be about [----] ๐"
X Link 2023-11-20T16:04Z [----] followers, [---] engagements
"Fed's rate hike slowdown doesn't take its impact away. The rate hikes have created a structural change. As the zero-rate money dries up companies must borrow at a much higher rate. This situation creates new opportunities. Don't ignore the change: https://youtu.be/thEzii9GvHI https://youtu.be/thEzii9GvHI"
X Link 2023-11-25T18:31Z [----] followers, [---] engagements
"10% of publicly traded U.S. companies are zombies according to CNBC. These are companies with: declining revenue ๐ธlots of debt and not enough cash/free cash flow to cover the debt You want to avoid them or have a great reason to hold them:"
X Link 2023-11-28T18:58Z [----] followers, [---] engagements
"$AAPL is breaking up with $GS: - Fintech is hard - Consumer credit is competitive - Apples aspiration to get a bigger share of its users wallets isnt easy to implement Good take by @rexsalisbury"
X Link 2023-12-05T23:25Z [----] followers, [---] engagements
"1Victory for $ALGN 0And disaster for $SDC's customers Many customers of this once-a-hot-IPO are left in the middle of their teeth alignment treatment and on their own as the company shuts down completely and no additional support is provided"
X Link 2023-12-12T21:02Z [----] followers, [---] engagements
"$UBER Finally got a chance to dig into Uber for the next episode of Do Your Research on YouTube. Excellent top-line growth Good cost-cutting Profitable operations"
X Link 2023-12-12T22:33Z [----] followers, [---] engagements
"GooglePay announced it'll integrate with $AFRM to offer buy-now-pay-later to its users in [----]. A few days ago I dug into Affirm's fundamentals: - Big growth potential for Affirm Card - Growing list of high profile partners like SHOP Check it out here: https://youtu.be/XilPeXYPiNofeature=shared https://youtu.be/XilPeXYPiNofeature=shared"
X Link 2023-12-13T21:13Z [----] followers, [---] engagements
"Tomorrow as is customary on Saturdays @stockcardhq's 80K users get the Weekly Do Your Research newsletter YouTube show & podcast episode. Topic: $UBER's Financial [---] ๐๐ฐ Want it: 1) Join for free: 2) Or subscribe on YT:"
X Link 2023-12-16T03:00Z [----] followers, [---] engagements
"Uber Did It It was only a few years ago when $UBER was burning billions of $$$ each quarter had lots of debt and was on the path to going bankrupt. But the company managed an astonishing financial [---] This is the story of Uber's turnaround: https://youtu.be/Sr8oerY8XJM https://youtu.be/Sr8oerY8XJM"
X Link 2023-12-16T17:14Z [----] followers, [---] engagements
"$UBER just joined S&P500 This is not the Uber I remember. It is one of the fastest turnaround stories we must study. Catalysts: - Excellent management - Focused capital allocation - Good luck & timing ๐Full story: https://youtu.be/Sr8oerY8XJMfeature=shared https://youtu.be/Sr8oerY8XJMfeature=shared"
X Link 2023-12-19T18:26Z [----] followers, [---] engagements
"$AFRM is on fire this year ๐ฅ - Series of high-profile partnerships: $AMZN $SHOP $GOOG and $WMT - Excellent traction for Affirm Card - A nice bump from a meme-stock-like short squeeze ๐Full episode: https://youtu.be/XilPeXYPiNofeature=shared https://youtu.be/XilPeXYPiNofeature=shared"
X Link 2023-12-20T19:32Z [----] followers, [---] engagements
"What do you think were the top trending topics of [----] The answer would shock you if you are a stock market investor. None of the usual suspects such as inflation or interest rates are on the list. There is a lesson in this for investors: Your reality is always distorted"
X Link 2023-12-23T18:00Z [----] followers, [---] engagements
"Why is $BYND up 40% in a month Beyond Meat goes to Costco and Europe. Apparently Europeans love plant-based meat Not for taste Not for health For what then"
X Link 2023-12-25T17:01Z [----] followers, [---] engagements
"Why Magnificent [--] will crash: 1) Large funds are closet-indexing. 2) Lots of capital has flown into magnificent [--]. 3) Capital markets are concentrated. 4) A small correction funds sell overweight positions = magnificent [--] crash. The @MebFaber Show:"
X Link 2024-01-03T18:24Z [----] followers, [--] engagements
"@Couch_Investor Institutional investors can buy it without regulatory concerns"
X Link 2024-01-09T23:33Z [----] followers, [---] engagements
"@Couch_Investor It is for direct access. But many institutional investors are NOT allowed to buy Bitcoin directly. But an ETF will be like any other ETF and give them direct access. It will give legal Bitcoin access to institutional investors through 401K IRAs pensions etc"
X Link 2024-01-09T23:40Z [----] followers, [---] engagements
"Live from the SEC's social media room: Please don't click the red button. I'm Groot For announcing the Bitcoin ETF on the 10th. I'm Groot Nooooooooooooooooooooooo I'm Groot๐ I have not idea what happened but this version is fun"
X Link 2024-01-10T00:45Z [----] followers, [---] engagements
"Warren Buffett calls diversification protection against ignorance. Ray Dalio & most financial advisors advocate it religiously. Why the disagreement Difference in the definition of RISK. In today's episodes I dug into the real definition of risk:"
X Link 2024-01-13T19:20Z [----] followers, [---] engagements
"Who is with me to start an aircraft manufacturer startup I have a perfect marketing plan. We call our start-up: Not Boeing ticker symbol $NBA ๐ a fantastic stock market joke is folded into this. If you know you know"
X Link 2024-01-23T02:36Z [----] followers, [---] engagements
"@7LukeHallard Without a doubt the amazing fund manager $FRDM: @Perth_Tolle Also amazing financial content you shouldn't miss: @kylascan Then the GOAT of fundraising in the biggest boys club Wall Street: @stacyhavener"
X Link 2024-01-23T22:25Z [----] followers, [--] engagements
"All successful investors have a tested set of rules to take the guesswork out of their investment decisions. @Steve_Symington has the BLAST framework. This is the framework he used to pick $NVDA $AMZN and $LULU a decade ago. We discussed it this week:"
X Link 2024-01-27T17:04Z [----] followers, [----] engagements
"If you mix these three ingredients: 1) High-interest rate 2) Office building's low occupancy rates 3) $2.8T in commercial loans coming due You get: The real estate sector killing the banks again ๐What's happening & how to invest now: https://youtu.be/ITF9BzdRPvA https://youtu.be/ITF9BzdRPvA"
X Link 2024-02-10T17:48Z [----] followers, [---] engagements
"$NVDA is almost $2T AI and Gen AI market size forecast is $700B to $1.3T. Let's give it a generous 5x p/s and the market is max $6.3T valuation. NVDA is 30% of the entire AI market Why do investors still buy this stock Is this the "index" passive money"
X Link 2024-02-13T13:40Z [----] followers, [---] engagements
"$NVDA: 100x PE $PYPL: 15x PE S&P: 24x PE If price discovery mattered we should sell NVDA to buy PYPL. But the stock market is broken No one cares about value. Only one value investor David Einhorn is still beating the market. ๐Heres how:"
X Link 2024-02-17T17:15Z [----] followers, [---] engagements
"Not saying $NVDA is going to crash but this time isn't different. It never is See the chart below to see what I mean ๐ Good newsletter by @austinhankwitz to read:"
X Link 2024-02-21T16:28Z [----] followers, [---] engagements
"The world may be focused on $NVDA but there are other profitable and powerful companies that make $NVDA what it is today. @nrossolillo and I discussed his research on five stocks that power the chip industry. I learned a lot youll do too:"
X Link 2024-03-24T16:59Z [----] followers, [----] engagements
"Interesting observation on $HOOD - Making money from retail investors is hard - You have to find other ways to monetize. Some sell ads others sell affiliates $HOOD sells credit and charges interest Good for $HOOD bad for retail investors who will end up worse off ๐ Robinhood is a lending company. Fintech VCs need to stop saying they won't invest in lending companies. Robinhood is $18 billion mkt cap and their revenue growth is coming from.Lending. Robinhood Gold drives most of their revenue growth and Gold monetizes primarily https://t.co/iHmGLiWRct Robinhood is a lending company. Fintech"
X Link 2024-03-28T12:52Z [----] followers, [---] engagements
"A few deep truths about investing by @EddyElfenbein (from a conversation with @jposhaughnessy) 1) Bull markets go up by stairs ๐ช bear markets jump out of the window๐ช"
X Link 2024-05-16T14:01Z [----] followers, [---] engagements
"2) Companies don't get into problems because of the balance sheet; rather the balance sheet becomes a problem when companies try to cover problems. (inventory debt issued etc)"
X Link 2024-05-16T14:01Z [----] followers, [--] engagements
"Monthly stock-picking competition update with @7Innovator: 1) on top of the leaderboard are overperforming unknown stocks: $WOW $LFCR 2) the good old $GOOG is coming to the rescue of a few portfolios Join the contest ๐: https://stockcard.io/portfoliostoregoal=7investing%2520Stock%2520Picking%2520Competition&sortOn=weightedPortGain%7E%7Edesc Stock Card CEO @HodaMehr and I are checking in on our [----] investing competition We first discuss some well-known winners from the AI wave like $GOOGL $NVDA and $SMCI. But we also introduce a few under-the-radar outperformers like $WOW and $LFCR."
X Link 2024-05-16T14:12Z [----] followers, [----] engagements
"@OwlWealthy I don't know the research behind it but the conclusions around Broadcom VMWare AMD and cybersecurity make a lot of sense"
X Link 2024-05-18T04:00Z [----] followers, [--] engagements
"I've been training a customGPT named "Charlie" for @stockcardhq. It has been trained using the Stock Card methodology and pointed to reliable data sources using @OpenAI's GPT [---]. Looking for a few testers. ๐ You'll be amazed and will have fun :) https://chatgpt.com/g/g-83eJWH08b-charlie https://chatgpt.com/g/g-83eJWH08b-charlie"
X Link 2024-05-22T03:26Z [----] followers, [---] engagements
"Which of these [--] Fintech stocks should I buy for my @7investing and @stockcardhq Stock-Picking Competition Portfolio This Friday 6/14 @7Innovator and I will be going to do research live and add one of the new stocks to our respective portfolios in the competition"
X Link 2024-06-12T20:00Z [----] followers, [----] engagements
"@Brian_Stoffel_ There is also the cyclicality MongoDB is the first stop for every small company. You can start and scale fast. But if the startups slow down so does MongoDB. Growth can come back in the next cycle"
X Link 2024-06-14T03:35Z [----] followers, [--] engagements
"Live with @7Innovator talking AI and Fintech stock picks ๐ https://t.co/jsHtNrcpHf https://t.co/jsHtNrcpHf"
X Link 2024-06-14T15:56Z [----] followers, [----] engagements
"@OwlWealthy I was going to say that we are just past the peak since slowly we should see people expecting earnings and revenue growth from the use of and investment in AI and if it doesn't come fast the bubble bursts"
X Link 2024-06-15T14:16Z [----] followers, [--] engagements
"@danielcrosby [--] lbs of weight loss is significant Congrats ๐ Great ๐งต"
X Link 2024-09-08T19:37Z [----] followers, [--] engagements
"@MebFaber @Fidelity @FutureProof_HQ You are democratizing access to beer ๐บ"
X Link 2024-09-13T15:36Z [----] followers, [---] engagements
"Loved this episode of @MastersinB on @kylascan's journey to becoming the coolest financial education creator Only [--] years old OMG Also such a great backstory about her being the first fellow at O'Shaughnessy VC Way to go @jposhaughnessy for believing and supporting Kyla MiB: Kyla Scanlon on Vibecessions & Gen Z https://t.co/KDYDHPSHIL MiB: Kyla Scanlon on Vibecessions & Gen Z https://t.co/KDYDHPSHIL"
X Link 2024-10-02T03:42Z [----] followers, 22.8K engagements
"@danielcrosby My review and ๐๐๐๐๐ are coming shortly"
X Link 2024-10-15T18:00Z [----] followers, [--] engagements
"The question that I asked myself this weekend: Why do you subscribe to all these stock market newsletters when Charlie the investing GPT gives everything you need for free without biases in one click and based on facts Heres Nikes analysis: https://chatgpt.com/g/g-83eJWH08b-charlie https://chatgpt.com/g/g-83eJWH08b-charlie"
X Link 2024-12-23T01:55Z [----] followers, [--] engagements
"@rexsalisbury @Shopify OpenAI will be the big winner by tapping into e-commerce data and knowledge"
X Link 2025-07-17T00:02Z [----] followers, [--] engagements
"@patrick_oshag Nike (based on Phil Knights book) They had very different personalities all with a passion for their jobs and doing very different things for the company"
X Link 2025-07-19T18:09Z [----] followers, [---] engagements
"@rexsalisbury At their scale 3% is a significant amount. It's challenging to promise anything more substantial than that for the over two million Walmart employees"
X Link 2025-10-02T15:22Z [----] followers, [--] engagements
"@ljin18 Welcome back A suggestion for those 'virabant discussions' discussions: the creator economy and social media's future in the AI era. Where is it going How will the AI-driven content explosion impact the space"
X Link 2025-10-07T03:28Z [----] followers, [--] engagements
"I've been thinking about why @a16z does @Techweek_. Hypothesis: - Giant marketing machine for @speedrun - A power flex in the startup ecosystem but crowdsourced - They enjoy throwing parties without actually paying for them - Deal flow Do they really need it"
X Link 2025-10-11T22:44Z [----] followers, [---] engagements
"Congrats @okta for your #IPO Hoping for a birth of an outstanding public company $OKTA you are on my watchlist #StockMarketInvestor"
X Link 2017-04-08T15:52Z [----] followers, [--] engagements
"๐ณ I'm taking questions on Whale Ask me about Stock Investing and Stock Market #AskWhale https://askwhale.com/add/hodamehr https://askwhale.com/add/hodamehr"
X Link 2017-04-09T05:02Z [----] followers, [--] engagements
"@Chris_Myers_ @Bonobos It's not that bad Walmart is trying to keep up with Amazon Think about poor Walmart shareholders finding themselves on the wrong side :)"
X Link 2017-04-15T00:13Z [----] followers, [--] engagements
"# of pages on $HTZ annual report [----] # of pages on $AMZN annual report [--]. Is there a correlation between # of pages & stock performance"
X Link 2017-04-16T17:24Z [----] followers, [--] engagements
"While I'm laughing crazy at this @reddit post I'm thinking oh $CMG that outbreak thing is destroying ya A sad but laughing shareholder"
X Link 2017-04-27T02:34Z [----] followers, [--] engagements
"#SmallnNifty What comes after investing in the buzz companies What if you've made a decision about $AMZN & $NFLX http://snip.ly/2hq7o http://snip.ly/2hq7o"
X Link 2017-09-04T17:33Z [----] followers, [--] engagements
"Well said by @Jason Same goes for all types of investing (e.g. stock market investing) Why do people think it is Okay to give up control over one of the most important assets (i.e. Money) to others. But its unquestionable to let others plan for their time health family https://x.com/Jason/status/945773402756857856 https://x.com/Jason/status/945773402756857856"
X Link 2017-12-26T23:32Z [----] followers, [--] engagements
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