@InvestiBrew InvestiBrew

InvestiBrew posts on X about $spy, $es, spx, $qqq the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Mentions: [--] #

Followers: [-----] #

CreatorRank: [---------] #

Social Influence

Social category influence stocks finance cryptocurrencies technology brands countries automotive brands social networks us election fashion brands celebrities

Social topic influence $spy #875, $es, spx, $qqq #583, stocks, inflation, $gld, $nvda, spy #662, $tlt #42

Top accounts mentioned or mentioned by @tictoctick @zerohedge @mikezaccardi @dividenddudex @kobeissiletter @barchart @mrderivatives @stealthqe4 @bourbonfps @thexcapitalist @bourboncap @alc2022 @financelancelot @greatmartis @swingtraderq @michaelmottcm @winfieldsmart @i3invest @jimcramer @leadlagreport

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Eclipse (ES) SPDR GOLD ETF (GLD) NVIDIA Corp. (NVDA) SPX6900 (SPX) Colgate-Palmolive Company (CL) Bitcoin (BTC) Alibaba Group (BABA) Duolingo, Inc. (DUOL) Rally (RLY) Vixco (VIX) Transocean LTD. (RIG) GammaSwap (GS) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Taiwan Semiconductor (TSM) Goldman Sachs (GS) Alphabet Inc Class A (GOOGL) Metadium (META) Tesla, Inc. (TSLA) Patterson-UTI Energy Inc (PTEN) Intel Corporation (INTC) Hims & Hers Health, Inc. (HIMS) Hippo Protocol (HP) JPMorgan Chase (JPM) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Starbucks Corporation (SBUX) Toll Brothers, Inc. (TOL) Celsius Holdings, Inc. Common Stock (CELH) Lennar Corporation (LEN) Microsoft Corp. (MSFT) MercadoLibre Inc (MELI) Wall Street Memes (WSM) PulteGroup, Inc. (PHM) UnitedHealth Group (UNH) Super Micro Computer, Inc. Common Stock (SMCI) Costco Hot Dog (COST) Intuit Inc. (INTU) Basis Cash (BAC) On Holding AG (ONON)

Top Social Posts

Top posts by engagements in the last [--] hours

"$AAPL is safe for now Looks like $ROP is a better short candidate within the contracting information sector and $SLAB remains the long choice based on sector comps (left). Recent earnings results give reason to keep it long and this spread is highly stationary (right) 📈☕"
X Link 2024-05-05T23:49Z [---] followers, [--] engagements

"By the way A stationary spread (Stock A minus Stock B) only gives a statistical probability of mean reversion. Meaning buying $SLAB and shorting $ROP has both fundamental and technical odds of turning a profit. Cant wait for my @MorningBrew for more confirmation ☕"
X Link 2024-05-06T04:56Z [---] followers, [--] engagements

"Morning to those waiting on their coffee to brew Todays play consists of going long [--] $SLAB and short [--] $ROP Expected turnaround in 20-60 trading days remaining market neutral ☕"
X Link 2024-05-06T13:29Z [---] followers, [--] engagements

"Looking at stocks like $GME and $AMC is a big temptation while waiting on your coffee to brew. Buying into companies that have cash flow issues brings on a whole list of issues that you never want to deal with Hopefully this thread can help you avoid some of the pitfalls ☕"
X Link 2024-05-21T16:40Z [--] followers, [--] engagements

"2. Those sharp declines that can be seen right after the peaks usually come as a function of two things: - Markets come to their senses and ditch the failing company's stock. - Management issues expensive shares to keep funding losing ops since no one will lend them money"
X Link 2024-05-21T16:52Z [--] followers, [--] engagements

"3. Because all investments are the present value of all future cash flows businesses with high ROIC rates tend to command amazing valuations in the stock market Just take a look at $WSM over the past 5-years"
X Link 2024-05-23T13:34Z [---] followers, [--] engagements

"Bonus Example: $CPRT is another great way to bring this point home as the company typically brings 18-20% ROIC taken on a five-year analysis And you can probably guess what the stock chart looks like ☕"
X Link 2024-05-23T13:54Z [---] followers, [--] engagements

"Is this what hedge funds do all day For those who use long/short equity strategies sure. Here's how traders at @GoldmanSachs and other investment banks typically set up a long/short equity portfolio No worries if you feel like copying this thread example on $TSN and $PPC ☕"
X Link 2024-05-23T16:32Z [---] followers, [--] engagements

"Third: Okay looks like agriculture and food services stocks are likely to push out a profitable quarter as the industry had [--] months of consecutive expansion. Easy right Well here comes the harder part Stock selection from the sector"
X Link 2024-05-23T16:43Z [---] followers, [--] engagements

"Fourth: You need to find out which stocks are set as outliers (both positive and negative) to build your long/short selection. In this case $TSN expects above average earnings growth so it trades at a forward P/E premium of 16.5x. $PPC has lacking growth and thus a low P/E"
X Link 2024-05-23T16:45Z [---] followers, [--] engagements

"Sixth: Establishing these statistics you can confidently say that buying (or selling) the spread of these two stocks can prove profitable as long as you buy or sell at significant deviations from the mean. To buy you do: Stock [--] - (Beta * Stock2) This spread deviated to buy"
X Link 2024-05-23T16:56Z [---] followers, [--] engagements

"Seventh: Moving to fundamentals Chicken prices have normalized to give both $TSN and $PPC a better profit margin $TSN has an advantage in its beef segment where prices remain cyclically profitable justifying the stock's premium valuation and EPS projections"
X Link 2024-05-23T16:57Z [---] followers, [--] engagements

"@QCompounding Have to admit this happened with $META $PHM $WSM 😮💨☕"
X Link 2024-05-24T14:04Z [---] followers, [---] engagements

"@nataninvesting $BABA and $PYPL These are easy multi-baggers for those who can stomach all the negative media around them ☕"
X Link 2024-05-24T14:05Z [--] followers, [--] engagements

"@StockMKTNewz @NickTimiraos Do you actually see a case for cuts this year Economically it doesnt make any sense and the Fed keeps dumping securities like a hot potato game 😮💨☕"
X Link 2024-05-24T14:06Z [--] followers, [---] engagements

"@NickTimiraos Do you think the Fed will actually cut this year They just keep dumping on their balance sheet and it doesnt make economic sense to start cutting this year 😮💨☕"
X Link 2024-05-24T14:10Z [--] followers, [--] engagements

"@ftr_investors Theyre not easy to find but when they come up trust in numbers and due diligence is key A lot of $BABA investors may feel this way right now"
X Link 2024-05-24T14:18Z [--] followers, [--] engagements

"@thexcapitalist With the CSI [---] paying a higher dividend yield than the Chinese 10-year bond 😮💨 $BABA could easily go to $180-$220 on a base case in the next [--] years ☕"
X Link 2024-05-24T14:25Z [--] followers, [----] engagements

"Stagflation is very real and theres not an easy way to navigate it 1.6% GDP growth with 3%+ inflation is concerning and this inversion has been present for almost [--] years straight Recommendation Long/short equity portfolios (market neutral) Stocks with high FCF ☕"
X Link 2024-05-24T14:28Z [--] followers, [--] engagements

"@DividendKam $TGT is the $SBUX of retail stores. Especially now that they are blowing CAPEX into redesign and better logistics crazy ROIC to come ☕"
X Link 2024-05-24T14:35Z [--] followers, [--] engagements

"Double digit growth that is expected to continue in the next few years 👀☕ $GS likes it enough $hims weight loss After much research and a few sleepless nights I would like to share the following thoughts and findings regarding the $hims weight loss program: [--]. in my opinion the shortage of GLP drugs will continue for a long time Many experts are of the opinion that $hims weight loss After much research and a few sleepless nights I would like to share the following thoughts and findings regarding the $hims weight loss program: [--]. in my opinion the shortage of GLP drugs will continue for a"
X Link 2024-05-24T14:40Z [--] followers, [--] engagements

"@StockMKTNewz An IPO in todays market would be ideal 🤔 if $CART made it why wouldnt Olipop ☕"
X Link 2024-05-26T15:01Z [---] followers, [--] engagements

"@Kross_Roads Thats right and the best thing is $PYPL doesnt need to grow from here to deliver double-digit returns. Especially adjusting their balance sheet between accounts owed to customers & receivables ☕"
X Link 2024-05-26T15:03Z [--] followers, [---] engagements

"@burrytracker Gateway to Southeast Asia home to some of the most powerful institutions in the world One of the highest quality of living standards GDP per capita second highest after Luxembourg ☕"
X Link 2024-05-26T15:09Z [--] followers, [--] engagements

"@thexcapitalist @DRGinvests Not to mention $ULTA has really high ROIC that never swings speaks to the no cyclicality of the skincare industry ☕"
X Link 2024-05-26T15:12Z [--] followers, [--] engagements

"Investing into dividend stocks is great when you have enough capital to live off of 2-4% yields. Smaller investors may opt for covered call and covered puts income Caveats: [--]. Need to be familiar with volatility [--]. Know approximately the stocks intrinsic value ☕"
X Link 2024-05-26T18:32Z [--] followers, [--] engagements

"The Fed just keeps dumping assets. Latest balance sheet update shows another consecutive week of dumping securities the opposite of what quantitative easing should be Is @GoldmanSachs right in saying no cuts this year Looks like it ☕"
X Link 2024-05-26T18:40Z [--] followers, [--] engagements

"@EMPaulG Definitely $PYPL $BABA and $ULTA Everyone is so manic about A.I. stocks no one is even batting an eye at these cash making undervalued businesses ☕"
X Link 2024-05-26T19:04Z [--] followers, [---] engagements

"@GenevaInvestor @thexcapitalist His mistake was believing it was a tech company rather than a god damned retailer He wasnt wrong in the now but $BABA is now overtaking $AMZN and $MSFT in the cloud space If he trusted the numbers in why wouldnt you Retailer or not its still undervalued ☕"
X Link 2024-05-27T02:24Z [--] followers, [--] engagements

"@thexcapitalist With the way things are going people are going to be ditching $MNST energy drinks for the more popular / healthy $CELH Crazy if $SBUX made a bid for it to keep its growth machine churning ☕"
X Link 2024-05-29T16:42Z [--] followers, [---] engagements

"@StockMKTNewz First it was TD Ameritrade could $SCHW be looking to buy out $HOOD next With these kind of numbers it looks like retail consumer finance is in play again ☕"
X Link 2024-05-29T16:48Z [--] followers, [---] engagements

"@MMMTwealth Never even thought of $MELI would love to see your deep dive take on it sometime soon ☕"
X Link 2024-05-29T16:57Z [--] followers, [---] engagements

"Everyone knows it's Aperol Spritz season in Europe but travel in the U.S. is booming this summer Those looking to shake Mickey Mouse's hand and a beach day could count on domestic airlines to do the job and make these plans a reality Here's a thread on why $LUV is the best ☕"
X Link 2024-05-30T01:32Z [--] followers, [--] engagements

"1. Among competitors @SouthwestAir trades at only 64% of its 52-week high with $DAL and $UAL being above the 80% mark to put them in a bull market This can give investors the foundation they need to hunt for a discount"
X Link 2024-05-30T01:35Z [--] followers, [--] engagements

"@SouthwestAir [--]. Like seasoning on a steak less is more for $LUV They focus on specific hub-and-spoke routes within the U.S. and they do a good job at it Having the largest number of passengers (cash flow) is a good way to crystalize the airline's position"
X Link 2024-05-30T01:38Z [--] followers, [--] engagements

"@SouthwestAir [--]. $LUV has never had a losing year until COVID-19 unlike most other airlines who regularly post losses and negative free cash flow Despite these strong financials it has yet to recover to pre-pandemic levels and that's a ticking clock for value to be unlocked"
X Link 2024-05-30T01:40Z [--] followers, [--] engagements

"@SouthwestAir [--]. Assuming a very average case for the next five years in the company's financials a discounted cash flow (DCF) model shows that the stock could be worth around $50 on a worst case and $87 on a base case. Why EPS are only a third of their pre-pandemic levels"
X Link 2024-05-30T01:43Z [--] followers, [--] engagements

"@EMPaulG @SouthwestAir Just like $DIS has to get back this decade long track record cant go down that easily ☕"
X Link 2024-05-30T01:53Z [--] followers, [--] engagements

"So now $COP is looking to buy $MRO just as the oil and gas industry is at a major turning point production wise Shale just keeps getting bigger but that's good now that the U.S. is barely producing any oil because you know climate change ☕"
X Link 2024-05-30T13:07Z [--] followers, [--] engagements

"Well it isnt going to be $HES who comes out winning in this $CVX takeover Its actually $XOM Why Here are three reasons why ☕"
X Link 2024-05-31T13:35Z [---] followers, [--] engagements

"1. $XOM owns a 45% stake in $HES [--] billion barrel Guyana field which at todays $80 a barrel price represents roughly $392 billion in revenue for $XOM So $CVX will need to pay an additional premium for this field if it plans to take $HES over"
X Link 2024-05-31T13:37Z [---] followers, [--] engagements

"2. On a forward P/E basis $HES leads with a 14.3x But $XOM is over $CVX at 11.3x versus 10.1x This could be the markets way to reflect the potential premium needed"
X Link 2024-05-31T13:40Z [---] followers, [--] engagements

"3. $XOM short interest collapsed by 60% over the past month a sign that bears recognize the potential upcoming bid and are ditching the stock before an announcement rips it higher Would be interesting to see how call options are trading ☕"
X Link 2024-05-31T13:41Z [--] followers, [--] engagements

"@WOLF_Financial Both PMIs are contracting so the recent 1.3% GDP growth might be even lower next quarter On a real rate basis GDP has been negative for nearly [--] years and the fact that only 5% of stocks are carrying $SPY higher says it all Overdue 📉☕"
X Link 2024-05-31T16:38Z [--] followers, [--] engagements

"@TheMattCochrane Definitely $ULTA and its steady 25% average ROIC $DIS well coming back to pre-pandemic margins is inevitable $PYPL come on Mizuho was right to boost it to $90 though it can be worth $150 ☕"
X Link 2024-06-01T01:12Z [--] followers, [---] engagements

"Media sold the markets on wage increases and supply chain issues as the drivers behind higher fast food prices We would argue that it is actually due to corporate greed. Why $MCD $CMG $WEN and others have seen record net income margins Explained by higher prices ☕"
X Link 2024-06-02T19:21Z [--] followers, [---] engagements

"@wolfofharcourt @eWhispers Another good quarter for $LULU and it might as well become a buy at these levels. Lowest P/E in roughly [--] years ☕"
X Link 2024-06-02T19:24Z [--] followers, [--] engagements

"@RTelford_invest ROIC is one of the most underrated financial metrics needed to find stocks like these (the ones that compound your wealth) ☕"
X Link 2024-06-02T19:35Z [--] followers, [---] engagements

"@InvestInAssets Stocks are definitely the easiest and arguably safest place to invest if you know what youre doing However Private Equity investing beats stocks all day on a risk / reward ratio ☕"
X Link 2024-06-03T14:20Z [--] followers, [---] engagements

"@jchal Curious to see why you picked Panama City FL ☕"
X Link 2024-06-04T05:03Z [--] followers, [--] engagements

"@thexcapitalist While the market takes its time to come to the realization of how valuable these companies are their high Implied Volatilities and tight trading ranges make them great for option premium income ☕"
X Link 2024-06-04T05:38Z [--] followers, [--] engagements

"@burrytracker Can you blame them Even the Fed is dumping bonds ☕"
X Link 2024-06-04T20:11Z [--] followers, [---] engagements

"As a nation challenging the USDs power it makes sense that China is taking a bearish stance Dump government securities and buy gold which is denominated in USD Lower USD = higher gold + lower rates Bearish for stocks ☕ China has been buying Gold and dumping US Treasuries like never before in history https://t.co/Lky5WVQL02 China has been buying Gold and dumping US Treasuries like never before in history https://t.co/Lky5WVQL02"
X Link 2024-06-04T20:13Z [--] followers, [--] engagements

"@DividendDynasty It is definitely a tough choice between $BABA and $ULTA but put under the gun $BABA at this price all day ☕"
X Link 2024-06-04T20:51Z [---] followers, [---] engagements

"$LULU popping by more than 13% on earnings Kind of inevitable as the stock was trading at the cheapest P/E ratio in over [--] years As long as Pilates moms sorority girls and finance bros exist this stock will survive to $1000 all day ☕"
X Link 2024-06-05T20:54Z [--] followers, [---] engagements

"That $TSN and $PPC long / short equity trade is beginning to pay off Why The ISM services PMI index finally showed the top in the agriculture sector which is good for how this trade is being set up ☕"
X Link 2024-06-05T20:56Z [---] followers, [--] engagements

"@alc2022 $PYPL and $BABA are multi-baggers that would make great additions to this list ☕"
X Link 2024-06-05T23:42Z [--] followers, [---] engagements

"Just sold [--] cash secured puts for $NIO after the earnings decline collecting over $850 in premiums Thesis 1Q is always the worst for the stock and 2Q marks the highest deliveries If assigned covered calls as the next quarters make the stock rally ☕"
X Link 2024-06-06T16:53Z [--] followers, [---] engagements

"@thexcapitalist With more and more listings hitting the US housing market $SOFI stands to make a few bucks per share on the coming mortgage demand ☕"
X Link 2024-06-06T17:07Z [----] followers, [---] engagements

"$PLD is valued at a 3.5% cap rate on industrial properties $INTC is making $744 million on operating income from its industrial properties which are set to rise by an additional $300 million based on the CHIPS $8.5 bn grant $1 billion 3.5% cap = $28.5 bn in assets ☕"
X Link 2024-06-07T16:31Z [---] followers, [---] engagements

"Its a good thing that $PYPL is finally gaining some traction Which is why this rolling of covered calls on the stock was made collecting an additional $152 in premiums for a total $385 for both contracts combined If it dips again cash secured puts below $65 all day ☕"
X Link 2024-06-07T18:18Z [--] followers, [----] engagements

"Im sure @thexcapitalist and @WealthCoachMak would appreciate this post both on being bullish on $PYPL and showing retail traders how to make an income from option premiums ☕"
X Link 2024-06-07T18:21Z [--] followers, [---] engagements

"@patientinvestt Boring businesses with healthy FCF are key during stagflation today 1.3% revised GDP growth vs 3%+ inflation 😮💨 ☕"
X Link 2024-06-07T18:21Z [--] followers, [---] engagements

"@DividendDudeYT Been seeing $PAYC appear more and more in plenty of portfolios interested to see what you think of it ☕"
X Link 2024-06-07T23:49Z [---] followers, [--] engagements

"@JeffJon67280196 @thexcapitalist Might be a special div like $BABA Theyve been buying back shares like crazy though most Chinese stocks are ☕"
X Link 2024-06-08T01:52Z [--] followers, [--] engagements

"Most traders look back on plays that seemed to be 'no brainers' after the fact feeling awful for not spotting the opportunity beforehand Here's how the latest PMI data lead me to $MGA as $GRP.U biggest customer Avoid FOMO in this thread 🧵☕"
X Link 2024-06-09T13:25Z [---] followers, [---] engagements

"1. Looking at the Services PMI it is obvious how business activity and export orders pushed the index back into expansion from it's previous contraction in April So we are now focused on finding the industries pushing out the most business activity & export orders"
X Link 2024-06-09T13:26Z [--] followers, [--] engagements

"2. It turns out that the Real Estate Rental & Leasing industry is the one leading in business activity and export orders But what exactly is an export in this service sector Foreign entities looking to buy/lease U.S. listed properties"
X Link 2024-06-09T13:28Z [--] followers, [--] engagements

"3. Because Canada as of [----] and [----] was the largest buyer of U.S. commercial property I naturally wanted to look into Canadian REITs exposed to these types of properties This is where $GRP.U comes in as most of its properties are in the U.S. within distribution categories"
X Link 2024-06-09T13:33Z [--] followers, [--] engagements

"4. Finding that $MGA is $GRP.U's biggest client led me to look into that stock I found that it is an OEM provider in the automotive space with Chinese markets being its biggest customer If the REIT is expanding sqft and $MGA is exposed to China what's the catalyst here"
X Link 2024-06-09T13:35Z [--] followers, [--] engagements

"@thexcapitalist Great letter $ULTA's combo with $SBUX and $TGT in the next few years in virtually every location will be key to keep up its industry-leading ROIC Crazy discount today ☕"
X Link 2024-06-09T14:04Z [---] followers, [---] engagements

"@QCompounding Crazy how $NVDA is now becoming bigger than its main customers. Everything is fine ☕"
X Link 2024-06-09T14:04Z [--] followers, [---] engagements

"@MillionaireDoor With the way $BABA is trading / valued it makes up for a high IV channeling stock worthy of options premium all day ☕ $PYPL is a great example too"
X Link 2024-06-09T15:25Z [--] followers, [--] engagements

"$HPQ stock is definitely a hard play to understand until you realize that they could boost the stock by disposing of their printing business and reinvesting into PC growth areas like India + Africa Middle class growth could use HP's quality and affordability for PC adoption ☕"
X Link 2024-06-10T14:00Z [---] followers, [--] engagements

"@thexcapitalist Not to mention depending on portfolio and cash size you can also generate some decent options premium income from this barbell portfolio ☕"
X Link 2024-06-10T15:13Z [--] followers, [--] engagements

"@thexcapitalist Count me in lets take $ULTA private and IPO it [--] years later at $3000 a share 🤣☕"
X Link 2024-06-10T15:13Z [---] followers, [---] engagements

"@alc2022 How come $BABA and $PYPL arent on this list 👀☕"
X Link 2024-06-10T15:20Z [--] followers, [---] engagements

"@BourbonFps Mizuho isnt wrong thinking this is worth $90 In fact it could be worth $150 in the right market conditions ☕"
X Link 2024-06-10T15:24Z [--] followers, [--] engagements

"@dividendology $ULTA for sure ☕"
X Link 2024-06-10T18:31Z [---] followers, [---] engagements

"So far $PYPL has ridden down enough to bring double-digit returns on this covered call If/when I close it Ill show how it turned out ☕"
X Link 2024-06-11T18:02Z [--] followers, [--] engagements

"Interesting long/short play in $E and $CNX Oil is a sector of interest lately driven by new production demand and rising employment in the space ☕"
X Link 2024-06-11T18:04Z [---] followers, [--] engagements

"Theres also a good way to play the contractions in the electrical equipment sector PMI respondents quoted slower orders into June. $LFUS for the long side then $TEL on the short side Long short equity model coming soon ☕"
X Link 2024-06-11T18:08Z [----] followers, [---] engagements

"Covered call on $PYPL paying as the stock declines Time to sell a cash secured put soon ☕"
X Link 2024-06-11T21:42Z [--] followers, [--] engagements

"@arny_trezzi The FCF growth is insane This rental inflation cycle and inability to buy a home makes $ABNB the perfect alternative to weather the storm ☕"
X Link 2024-06-12T00:21Z [--] followers, [--] engagements

"Stocks are cyclical because businesses are cyclical by nature Activist hedge fund Elliott Management knows this which is why they bought $1.9 billion worth of $LUV stock Here's where $LUV is going next in its own cycle 🧵☕"
X Link 2024-06-12T14:21Z [--] followers, [--] engagements

"1. Investors can take a pre-COVID and post-COVID window of analysis and see what has been diverging in the company's financials Revenue is up 18% since [----] yet net income is down 85% since then. Yikes"
X Link 2024-06-12T14:24Z [--] followers, [---] engagements

"2. Knowing that this is only due to post-COVID travel trends and bottlenecks activists like Elliott Management see an opportunity to turn this around Which is why the fund plans to bring executives with other airline experience and focus on modernizing $LUV operations"
X Link 2024-06-12T14:25Z [--] followers, [--] engagements

"3. What this means for the stock is twofold First - If analysts revenue projections for [----] of $29.6 billion are right then slapping on 2018's 11.2% net margin is sensible Second - Assuming shares outstanding stay the same that would represent roughly $5.54 EPS"
X Link 2024-06-12T14:29Z [--] followers, [--] engagements

"4. Placing today's forward P/E ratio of 20.4x on $LUV future implied earnings will yield a back-of-the-envelope valuation of $113 roughly That's 296% higher than today's stock price ☕"
X Link 2024-06-12T14:31Z [--] followers, [--] engagements

"So with a simple modernization tactic getting the stock back to its previous operating margins investors could see their $LUV holdings more than double with enough time given Plus @EMPaulG likes the stock ☕"
X Link 2024-06-12T14:32Z [--] followers, [--] engagements

"@burrytracker The EU and US are basically admitting that Chinese EV tech is better than theirs Most would agree $BYDDF is making better cars than $TSLA as even Musk has admitted ☕"
X Link 2024-06-12T19:25Z [--] followers, [---] engagements

"A follow up on the $PYPL position so far looking to add 100-200 more shares closer to $60 through cash secured puts ☕"
X Link 2024-06-12T20:06Z [--] followers, [---] engagements

"@BourbonFps $ULTA stock will definitely be one of those I wish I bought the dip stories in the next decade Steal today ☕"
X Link 2024-06-12T20:14Z [---] followers, [---] engagements

"@BourbonFps $HSY for the win all day brand moat with ridiculously high margins ☕ $NKE is a second choice here a nice one at that"
X Link 2024-06-13T07:08Z [---] followers, [--] engagements

"@Kross_Roads Just another revenue stream to back up the $PYPL bullish case which is roughly $140 to $150 and closer to $110 on a base case ☕"
X Link 2024-06-13T13:49Z [--] followers, [---] engagements

"@DataDInvesting Looking at the RE value chain $Z popped off on rising U.S. home listings and $SOFI is now next in the chain Possibly some REITs to follow but that's too early to tell which ones ☕"
X Link 2024-06-13T13:53Z [--] followers, [---] engagements

"Markets today want to be right more than they want to make money As long as they get AT LEAST [--] rate cut they will keep rallying even if the initial expectation was for [--] cuts ☕"
X Link 2024-06-13T13:55Z [--] followers, [--] engagements

"@gurgavin It's the $1.50 hot dog absolutely and undoubtedly ☕"
X Link 2024-06-13T14:00Z [--] followers, [--] engagements

"@BourbonFps I've always waited for $165 but now I'm thinking that's too greedy. I like your style ☕"
X Link 2024-06-13T14:11Z [---] followers, [--] engagements

"@patientinvestt I think $ULTA has similar - or even better - financial ratios and a stronger moat than $PEP which is also a steal of a deal at today's prices ☕"
X Link 2024-06-13T17:16Z [---] followers, [---] engagements

"Getting ready to close this $PYPL covered call soon then switch over to cash secured puts ☕"
X Link 2024-06-13T17:23Z [--] followers, [---] engagements

"@arny_trezzi Lots With home prices still 30%+ over pre-COVID levels and mortgages at 7.3% no one is excited to buy Rent inflation took the largest share of core inflation boosts so renting is out the picture too Solution $ABNB long term stays which are up 25% in the first quarter ☕"
X Link 2024-06-14T16:55Z [---] followers, [---] engagements

"Update on $PYPL covered call position Typically I like to close these at 75% or so likely will be next week to collect roughly $300 in premium Then its cash secured put time ☕"
X Link 2024-06-14T17:03Z [--] followers, [---] engagements

"With consumer sentiment hitting a 7-month low the dip looks kind of irresistible for $LULU $SBUX $ULTA 😬☕"
X Link 2024-06-14T17:22Z [---] followers, [---] engagements

"@burrytracker Oh boy no wonder $PGR is rallying this hard compared to the rest of financial stocks in $XLF At the same time used vehicles dropping in value could start driving down insurance premiums in the next [--] years (as that's how often insurance companies adjust their prices) ☕"
X Link 2024-06-14T17:39Z [--] followers, [--] engagements

"Housing rent and auto insurance. This is what could make $ABNB boom as long-term stays (3 months +) have already popped off by 25% in 1Q24 More than that auto insurance inflation sent $PGR to crazy highs but used car disinflation could be bad for future premiums ☕ Auto Insurance has skyrocketed in the past year https://t.co/s5JycYJHUZ Auto Insurance has skyrocketed in the past year https://t.co/s5JycYJHUZ"
X Link 2024-06-14T17:41Z [---] followers, [---] engagements

"@StealthQE4 Well yeah home prices are up by 32% on average since COVID and mortgage rates arent helping either Hence why $ABNB long term stays (3 months +) are up 25% on the quarter to cushion this crazy real estate market ☕"
X Link 2024-06-15T04:06Z [---] followers, [--] engagements

"@BourbonFps $BABA may be the greatest disconnect between value and price in the market today Chinese stocks usually rally when U.S. markets are in trouble could Druckenmiller be right in his $TLT play ☕"
X Link 2024-06-15T16:16Z [--] followers, [--] engagements

"@BourbonFps We havent closed a week above $90 for over [--] years If we ever close a weekly candle above it I think well clear $120 Fair value is more like $180-$200 though ☕"
X Link 2024-06-15T16:35Z [--] followers, [--] engagements

"Druckenmiller just bought small cap stocks through $IWM not because there aren't other opportunities out there but because small caps may well be the best opportunity out there Here are a few small cap stocks for investors to consider in the following quarters 🧵☕"
X Link 2024-06-15T23:32Z [--] followers, [---] engagements

"@BourbonFps Totally agree though this is a post rate cut lens Only betting on dirt cheap predictable FCF and ROA/IC Even if $DENN takes time to perform its [---] Beta makes for a great wheeling for option premiums ☕"
X Link 2024-06-16T00:14Z [--] followers, [--] engagements

"@gurgavin I think fair value is closer to $180-$220 Especially considering how compressed the Chinese economy is currently normalizing GDP growth and PMI can easily get it up there in time ☕"
X Link 2024-06-16T17:04Z [--] followers, [--] engagements

"So the Fed is still selling U.S. Treasury Securities though at a much slower pace than in the past few months. M2 supply has finally pushed into expansion makes me wonder if the FedWatch tool will actually be right this time with predicting September [--] bps rate cut ☕"
X Link 2024-06-16T17:30Z [---] followers, [---] engagements

"@PremiumCollectr $HIMS is a gem in the making hell of an income stock through options☕"
X Link 2024-06-16T23:43Z [---] followers, [---] engagements

"@thexcapitalist Matter of time home listings started expanding and sent $Z flying M2 money supply is expanding and Feds security selling rate is slowing Coming rate cuts will send this new home inventory in the hands of $SOFI ☕"
X Link 2024-06-17T00:33Z [--] followers, [---] engagements

"@BourbonFps With the M2 money supply back in expansion and the rate of Feds dumping of treasury securities it looks like the FedWatch tool could be right for September rate cuts ☕"
X Link 2024-06-17T00:38Z [--] followers, [---] engagements

"@StockTrader_Max Selling beaten down stocks is always a good choice until you see those same stocks outperform the market by double to triple-digit rates $PYPL is one of these stocks ☕"
X Link 2024-06-17T17:04Z [--] followers, [---] engagements

"@MMMTwealth As long as there is a need / preference to move away from fossil fuels stocks like $ALB will be there to reap some rewards. But I do think $SQM is the better lithium play given it's in the world's largest lithium reserve (Chile) ☕"
X Link 2024-06-17T18:14Z [--] followers, [---] engagements

"@MMMTwealth With U.S. home listings rising again and M2 money supply expanding $SOFI could see a demand boom in the coming quarters with mortgage hungry markets $Z already popped off first in the real estate value chain time for financing to kick in ☕"
X Link 2024-06-17T18:15Z [--] followers, [---] engagements

"@MMMTwealth Most people don't understand the true NAV in $PYPL adjusting for accounts payable/receivable through customer accounts in custody this metric looks like $80 (making it the basement valuation) Mizuho sees a fair value around $90 today but some could argue for $150 ☕"
X Link 2024-06-17T18:17Z [--] followers, [--] engagements

"@WinfieldSmart Looking into U.S. manufacturing PMI trends it looks like new orders are not coming in as expected neither is production Yet employment breakouts make it seem like the sector is setting up for what could be a demand turnaround ☕ Services PMI looks even more interesting"
X Link 2024-06-17T18:41Z [--] followers, [--] engagements

"@WinfieldSmart Services posted a sudden breakout in export orders led by real estate services which can only mean foreign nations are buying / leasing U.S. RE space Who Canada is the first buying tons of commercial space with stocks like $GRP.U showing new investments"
X Link 2024-06-17T18:43Z [--] followers, [--] engagements

"@dailydirtnap Quantity doesn't necessarily equal quality and this is especially important when it comes to tenants No wonder $BLK and $BX are taking over property to have complete autonomy over the type of tenant they let into their properties ☕"
X Link 2024-06-17T19:34Z [---] followers, [---] engagements

"@BourbonFps Crazy how a simple retail stock is pushing out this high a valuation ☕"
X Link 2024-06-18T01:14Z [--] followers, [--] engagements

"@HayekAndKeynes Is this the average American Or the median American Cause the savings rate isnt there to back up this figure being the average American Seems heavily skewed ☕"
X Link 2024-06-18T02:35Z [--] followers, [---] engagements

"@inverse_DK As long as Pilates moms sorority girls and finance bros exist. Its safe to assume $LULU will be in business ☕"
X Link 2024-06-18T06:16Z [---] followers, [---] engagements

"@DividendDudeYT I had to resolve fixing a [----] jeep Cherokee in a LATAM country couldnt find a steering pump anywhere for that car Within [--] days had it delivered through $MELI and was able to survive the rest of my stay Surprised to say the least ☕"
X Link 2024-06-18T06:23Z [--] followers, [--] engagements

"Sure $PYPL number of active users is down over the year which caused many to call it a 'dying business' and ditch it However The number of transactions and gross transaction volume is up. Sounds like quantity of users may be down but quality of remaining user is higher ☕"
X Link 2024-06-18T15:12Z [---] followers, [---] engagements

"$BABA sells more on gross merchandise value than even $AMZN $EBAY and $MELI Yet only because it's in China nobody is willing to bring it up to its true value Which arguably is closer to $180-$200 ☕"
X Link 2024-06-18T15:17Z [---] followers, [---] engagements

"@DividendDudeYT Sure total user count is slowing but the users that stay are bringing higher gross transaction volume to the company With M2 money supply back on the rise it's just a matter of time before small businesses get back on the horse and boost $PYPL future profits ☕"
X Link 2024-06-18T19:36Z [---] followers, [----] engagements

"@DividendDudeYT $SBUX is social currency and pretty near to becoming a verb brand to replace 'coffee shop' There's a reason nobody walks into a business meeting with a $BROS or Dunkin' cup ☕"
X Link 2024-06-18T20:00Z [--] followers, [---] engagements

"@thexcapitalist @alc2022 The ideal scenario would be for $AMZN to buyout $HIMS tbh. Why start a new path in telehealth and affordable medicine when you can just buy an already successful and functioning business ☕"
X Link 2024-06-18T20:06Z [---] followers, [---] engagements

"@100xCompounding Buying $OXY [--] days in a row has everything to do with how the oil industry just broke out in new orders production and employment (per 3-month PMI trends) Cheapest among the $XLE on a P/FCF basis and highest EPS growth projections by analysts ☕"
X Link 2024-06-18T20:10Z [---] followers, [---] engagements

"@Smartnetworth1 $CSCO was the most valuable company in [----] the stock still hasn't recovered to its peak levels from back then ☕"
X Link 2024-06-18T20:36Z [---] followers, [--] engagements

"Can Chinese stocks bring back their old magic Or are they as doomed as they seem A quick mention on why $BABA is undervalued and a pick on @thexcapitalist pick on $ULTA ☕ https://investibrew.beehiiv.com/p/chinese-stocks-bringing-their-magic-back https://investibrew.beehiiv.com/p/chinese-stocks-bringing-their-magic-back"
X Link 2024-06-19T13:23Z [---] followers, [---] engagements

"Is this bullish for $NFLX The company is making a move into physical centers for brand and content awareness I hope they at least have good food and some wax figures ☕"
X Link 2024-06-19T13:29Z [--] followers, [--] engagements

"@DividendDynasty Let it range between $60-$70 all it wants while it keeps generating cash flow and buying back shares Makes for a great option premium harvest ☕"
X Link 2024-06-19T13:30Z [--] followers, [--] engagements

"@BourbonFps Right if they truly want a physical presence it makes more sense to buy out $AMC and create that ecosystem ☕"
X Link 2024-06-19T13:36Z [--] followers, [--] engagements

"@EMPaulG So $CSCO was worth roughly 5.3% of the U.S. GDP in [----] $NVDA is now worth 12.5% or so of todays GDP Replace internet with AI and you get the same gist uncle Paul This is about to get interesting ☕"
X Link 2024-06-19T18:19Z [---] followers, [---] engagements

"So back in [----] $CSCO was worth roughly 5.3% of US GDP that year Today $NVDA is worth 12.5% of GDP Cisco has yet to recover to [----] prices But hey just think of AI stocks as 2000s internet stocks and find out ☕"
X Link 2024-06-19T18:22Z [---] followers, [---] engagements

"@jimcramer $CSCO was only 5.3% of GDP in [----] $NVDA is over 12% of GDP today EPS aint the same as FCF folks Its going to get interesting 📉☕"
X Link 2024-06-19T18:32Z [--] followers, [---] engagements

"@BourbonFps Which makes absolutely no sense Most of the world - even $NVDA customers - wouldnt be that different without its chips Unlike a $MSFT or $GOOGL ☕"
X Link 2024-06-19T18:40Z [--] followers, [--] engagements

"@JJsFinclub Or use $LYFT ☕"
X Link 2024-06-19T18:40Z [--] followers, [--] engagements

"@EquityBrian $CSCO was worth 5.3% of US GDP in [----] stock has yet to recover two decades later $NVDA is worth 12.5% of GDP today how long until it comes back from its inevitable crash to reality ☕"
X Link 2024-06-20T05:45Z [--] followers, [---] engagements

"@dissectmarkets Bond yields in China are below stock yields on the $MCHI Any other economy in the world would have buyers coming in flocks yet fear has kept most away from gem stocks like $BABA But fear is where savvy investors thrive ☕"
X Link 2024-06-20T05:50Z [---] followers, [---] engagements

"@LumberTrading This is driving the replacement cost of homes way lower and new inventory injections plus rising listings make for a new real estate cycle All thats missing is lower mortgage rates and if the FedWatch tool is right those could come by September ☕"
X Link 2024-06-20T13:56Z [---] followers, [---] engagements

"Even though they beat earnings this week $LEN reported a dim-looking forecast ahead for this year New orders and backlogs are down and today's housing market is to blame however there's still opportunities to be taken advantage of in some REITs ☕"
X Link 2024-06-20T21:17Z [---] followers, [--] engagements

"@BourbonFps Looks like $LEN and $KBH are getting pretty active Dallas based REITs could pop off Orlando land lots could double from here based on shortage and permits data ☕"
X Link 2024-06-20T21:54Z [---] followers, [--] engagements

"@dfduartedf You could start looking into some of the discounted plays in China Argentina and even Brazil $MCHI offers higher yields than the Chinese [--] year bond which would trigger an equity buying spree on masse But because of fear buyers are wary of buying stocks ☕"
X Link 2024-06-21T00:50Z [---] followers, [---] engagements

"@Blind__Luck Dumb money was pretty entertaining Wall Street (the Sheen one) ☕"
X Link 2024-06-21T00:53Z [---] followers, [--] engagements

"@alc2022 You can give $5 billion to someone and ask them to replicate $HIMS They wont You know why Theyve completely stepped into their audiences shoes and that only happens once in a cycle ☕"
X Link 2024-06-21T00:58Z [---] followers, [---] engagements

"@SanCompounding With PMI trends showing a breakout in oil employment and the second half of the year always being good for oil uncle Buffett isnt wrong Its also the cheapest oil name on a P/FCF basis ☕"
X Link 2024-06-21T02:00Z [---] followers, [--] engagements

"Is it safe to assume that investors should look to buy undervalued property / REITs in Dallas And buy land lots in Orlando Would be interesting to see where valuations are diverging inside the $VNQ ☕"
X Link 2024-06-21T02:06Z [---] followers, [--] engagements

"@DvdndDiplomats Locked in $SPG at 7.5% late last year ☕"
X Link 2024-06-21T05:52Z [---] followers, [---] engagements

"So now $MCD is admitting they let their corporate greed get away Its net income margin rose the most against other peers like $YUM $WEN and especially our small cap favorite restaurant $DENN ☕"
X Link 2024-06-21T13:38Z [---] followers, [---] engagements

"Over the past [--] hours I dug into the current state of the $VNQ and overall real estate market without getting lost in the conflicting headlines and data Here's what I found and the top [--] stocks that I think could really fly on what's happening under the hood of housing 🧵☕"
X Link 2024-06-21T16:40Z [---] followers, [---] engagements

"3. Florida comes out on top by a landslide with nearly [--] thousand permits in the past month alone But is there actually a need to keep building in the future Or is this just data that cannot be monetized in the rear-view mirror Let's find out"
X Link 2024-06-21T16:53Z [----] followers, [--] engagements

"4. Here's how Orlando Tampa Miami compare to other major metro areas Orlando is the leader in YoY increases in housing shortages leading one to believe that further construction demand will keep on coming"
X Link 2024-06-21T16:54Z [----] followers, [--] engagements

"5. How can investors monetize this information Looking at the value chain (with a focus in FL) here's what can benefit from this trend: - Construction materials stocks - Home builders - REITs with significant exposure to FL property Let's dig into this"
X Link 2024-06-21T16:55Z [---] followers, [--] engagements

"6. For construction materials $CX has the largest exposure to FL as it is the state's primary supplier A few stats on the stock: - Discounted on P/B P/S and only 67% of its 52-week high - Goldman Sachs $GS boosted its target - Expect to see 17%+ EPS growth"
X Link 2024-06-21T16:57Z [---] followers, [--] engagements

"7. For Homebuilders it's a tough call but a mix between $LEN $PHM $DHI would be healthy exposure to FL Ultimately I'd like to see which one of these wins on a P/S multiple as a premium would be justified by these underlying trends On price action though $PHM wins"
X Link 2024-06-21T16:59Z [----] followers, [--] engagements

"8. For REITs $AVB definitely takes the winning spot Compared to other residential REITs like $MAA and $EQR Avalon trades at 9.8x P/S over the average of 7.0x Why Shortages will lead most to rent while construction gets underway Avalon's exposure to Orlando FTW here"
X Link 2024-06-21T17:01Z [----] followers, [--] engagements

"@iGlobalGold In [----] $CSCO was worth roughly 5.3% of US GDP back then Today $NVDA is worth over 12% of GDP $CSCO has yet to recover to [----] stock prices ☕"
X Link 2024-06-21T23:32Z [---] followers, [--] engagements

"@WinfieldSmart In the internet bubble $CSCO was worth roughly 5.3% of US GDP Today $NVDA is worth over 12% of GDP So yeah its way worse ☕"
X Link 2024-06-22T00:26Z [---] followers, [--] engagements

"@DividendKam From the looks of it potentially energy and real estate Just did a threat on why real estate with a deep dive into permits trends ☕"
X Link 2024-06-22T02:29Z [---] followers, [--] engagements

"@buccocapital Corporate greed blamed on labor shortages and commodity costs Net income margins are way above historical lines for $MCD which shouldnt be the case if these costs were that much higher right ☕"
X Link 2024-06-22T02:58Z [---] followers, [---] engagements

"Well almost a month later but it looks like the truth came out for $MCD and $YUM in their corporate greed divergences ☕ Media sold the markets on wage increases and supply chain issues as the drivers behind higher fast food prices We would argue that it is actually due to corporate greed. Why $MCD $CMG $WEN and others have seen record net income margins Explained by higher prices ☕ Media sold the markets on wage increases and supply chain issues as the drivers behind higher fast food prices We would argue that it is actually due to corporate greed. Why $MCD $CMG $WEN and others have seen"
X Link 2024-06-22T03:00Z [---] followers, [--] engagements

"Could the $NVDA ship really have taken on water this time The next $CSCO ghost from [----] is here ☕ So back in [----] $CSCO was worth roughly 5.3% of US GDP that year Today $NVDA is worth 12.5% of GDP Cisco has yet to recover to [----] prices But hey just think of AI stocks as 2000s internet stocks and find out ☕ So back in [----] $CSCO was worth roughly 5.3% of US GDP that year Today $NVDA is worth 12.5% of GDP Cisco has yet to recover to [----] prices But hey just think of AI stocks as 2000s internet stocks and find out ☕"
X Link 2024-06-22T03:02Z [---] followers, [---] engagements

"@thexcapitalist 2000: $CSCO was worth roughly 5.3% of US GDP the stock has yet to recover to its peak prices two decades later 2024: $NVDA is worth over 12% of US GDP History may not repeat itself but what if ☕"
X Link 2024-06-22T16:04Z [---] followers, [---] engagements

"@BourbonFps Harder than passing on a hawk tuah ☕🤣"
X Link 2024-06-22T16:51Z [---] followers, [--] engagements

"@DvdndDiplomats Whenever you buy REITs it's important to see the dividend yield and compare it to the private cap rates offered by similar properties Then you can get to a valuation comp and make a better decision $SPG is my best REIT example in late [----] locked in a 7.5% yield ☕"
X Link 2024-06-22T18:24Z [---] followers, [---] engagements

"@InvestInAssets $HSY $ULTA $BABA It's going to get worse before it gets better for sure but shopping season is approaching soon ☕"
X Link 2024-06-22T18:25Z [---] followers, [---] engagements

"@WinfieldSmart Comm services looks juicy at this FCF yield and such a low PEG compared to the $SPY average ☕"
X Link 2024-06-23T01:08Z [---] followers, [--] engagements

"Looking at this table the Comm services sector looks best to me at one of the highest FCF yields and lower PEG ratios compared to the rest of $SPY Within the $XLC I think those that stand out are: - $TMUS - $DIS - $NFLX ☕ S&P [---] sector valuations Goldman https://t.co/eQlTzTteUr S&P [---] sector valuations Goldman https://t.co/eQlTzTteUr"
X Link 2024-06-23T01:09Z [---] followers, [---] engagements

"@TicTocTick The question is whether rate cuts will be enough to get us to a weaker dollar I think that as manufacturing PMI keeps dying the US needs to drop the dollar (making exports more attractive) in order to revive manufacturing But the Fed needs to solve other issues first ☕"
X Link 2024-06-23T01:17Z [---] followers, [---] engagements

"4. 📚Seek alternative education: Don't rely on university or any other orthodox education source you will get the same results as eveyone else Instead learn these skills from other people books courses etc It'll allow you to insource your future and take charge of life"
X Link 2024-06-23T15:51Z [---] followers, [--] engagements

"5. Value your time: Most people don't hence their endless hours on Instagram texting mind-numbing content like $NFLX and YouTube You are losing out of what life is really all about gathering knowledge and dispersing it to others (A.K.A. creating value)"
X Link 2024-06-23T15:53Z [---] followers, [--] engagements

"6. 🕶Seek freedom: Owning a home or a car takes your freedom away as now you are tied to these possessions and where they are physically A mortgage takes your freedom a lease gives you freedom (to move cancel early physically remove yourself from bad deals)"
X Link 2024-06-23T15:54Z [---] followers, [--] engagements

"7. 📱Ditch the smartphone: You really don't need one I went [--] year with an old Nokia and had the most mental clarity ever (plus a carnivore diet) All money-making is done through a laptop phone takes care of messaging and checking stock prices (one at a time)"
X Link 2024-06-23T15:55Z [---] followers, [--] engagements

"8. 🪫Understand opportunity cost: @AntonKreil goes over owning real estate for rental income / investment vs the case for REITs Massive gap in opportunity cost If FL REITs come out of favor you can sell and reallocate in other markets in the same day"
X Link 2024-06-23T15:59Z [---] followers, [--] engagements

"@WealthCoachMak Great list I think you could add $HSY $BBWI $ULTA By keeping the same (or similar) search filters ☕"
X Link 2024-06-23T18:55Z [---] followers, [---] engagements

"@DividendDudeYT It's a crazy high ROIC business and steadily high gross margins will likely keep up its 3.2% dividend payout Plus margins often = pricing power And that only comes through deep market share + penetration It's a wealth compounder with rock-solid FCF at 24.4x for a reason ☕"
X Link 2024-06-23T19:36Z [---] followers, [----] engagements

"@zerohedge In the year [----] (internet bubble) $CSCO was worth roughly 5.3% of US GDP Today $NVDA is worth over 12% of GDP $CSCO has yet to recover to it's all-time high two decades later Will history repeat itself 📉☕"
X Link 2024-06-23T20:19Z [---] followers, [---] engagements

"@RealPeteRoscoe Buybacks Only taxed once and actually help you compound your capital better than dividend stocks (E.g. $AZO and $ORLY) Dividends are money you'll be taxed on after the company was already taxed before paying you no thanks ☕"
X Link 2024-06-23T20:43Z [---] followers, [--] engagements

"@TolgaOnuk @BourbonFps True Buffett can only create value through backing companies that actually create value for the economy and the world He can only do that if they fit his strategy though Wouldnt blame Elon for sitting on $56 billion if he didnt find the right opp to deploy it right"
X Link 2024-06-23T20:53Z [---] followers, [--] engagements

"@MoneyJrod Pack up move to Thailand sell options ☕"
X Link 2024-06-23T23:40Z [---] followers, [---] engagements

"@TheShortBear Theres plenty markers suggesting were about to hit a downturn And the fact nobody is paying attention should be the best signal ever Back in [----] everyone (including $JPM CEO) thought thered be a crash When the masses agree itll do the opposite ☕"
X Link 2024-06-24T00:23Z [---] followers, [---] engagements

"@amitisinvesting Because were in a risk off mentality currently Cash flow is king during economic cycles like these Bitcoins only cash flow is you selling it to the next sucker at (hopefully) a higher price than you were suckered out of ☕"
X Link 2024-06-24T00:29Z [---] followers, [---] engagements

"Anyone else noticed how the $NLFX show Designated Survivor predicted so many things that are happening today The show aired in [----] ☕"
X Link 2024-06-24T03:47Z [----] followers, [--] engagements

"@GameofTrades_ Probably the USD the $DXY needs a weaker dollar right now to revive the manufacturing sector (which has been contracting for [--] months now) Otherwise uncle Buffett won't see his $OXY pay off in the next cycle ☕"
X Link 2024-06-24T13:32Z [---] followers, [---] engagements

"Over the weekend I spent hours looking into @dickiebush and his amazing story going from $BLK to becoming a $500k / mo + business through writing online As I am also on a similar journey I found the following points useful 🧵☕ https://www.youtube.com/watchv=JH_SaR5boIU https://www.youtube.com/watchv=JH_SaR5boIU"
X Link 2024-06-24T13:36Z [---] followers, [--] engagements

"I spent several hours looking into the current state of real estate demand here's what I found: Spoiler it's not $O or the $VNQ that will come out winning instead look at - $AVB - $CX & there's a bonus in there too for $BBWI ☕ https://investibrew.beehiiv.com/p/homebuilding-stocks-ready-to-take-off https://investibrew.beehiiv.com/p/homebuilding-stocks-ready-to-take-off"
X Link 2024-06-24T13:50Z [---] followers, [--] engagements

"So $NVDA is down big time while $AMD is holding up in positive territory. Looks like I'll be playing some shorts in that today These are my levels on a 15m timeframe going strictly off of order flow profiles (gray areas) Wish me luck ☕"
X Link 2024-06-24T15:53Z [---] followers, [---] engagements

"I'd obviously like to see more backdated data on this but for the sake of conversation. It really seems like the whole market is betting on equities going in one direction: Up The "stocks only go up" mentality has been intoxicating everyone lately that's never good ☕"
X Link 2024-06-24T19:02Z [---] followers, [--] engagements

"@igetredpilled Unrealized and as far as I understand this situation it is mostly in debt securities (the ones that have done horribly during this high interest rate environment) Once the credit cycle inevitably turns these securities will revalue and bring banks out of the slump ☕"
X Link 2024-06-24T21:14Z [---] followers, [---] engagements

"@The_RockTrading Its never a bubble when everyone can see it [----] everyone thought there was a crash coming double digit rallies followed Now everyone talks about an everything rally meaning were about to see 📉☕"
X Link 2024-06-25T05:24Z [---] followers, [--] engagements

"@TheSonOfWalkley Its going to be a wild ride for $TSLA this week already up today ☕"
X Link 2024-06-25T05:28Z [---] followers, [--] engagements

"Closing out the $PYPL covered call for roughly $345 premium Going to consider some cash secured puts at $60 strike now ☕"
X Link 2024-06-25T13:54Z [---] followers, [---] engagements

"@BourbonFps The only viable German car company today seems to be Porsche all others are going the $F and GM route Sad ☕"
X Link 2024-06-25T20:35Z [---] followers, [--] engagements

"2. The country's deepest recession/depression will follow and it's already headed that way As most business activity in Argentina is subsidized and part of the government this move will create a lot of unemployment (decreasing inflation forcefully) Bingo:"
X Link 2024-06-25T20:41Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing