@LOGOinvestor Eric Clark
Eric Clark posts on X about $amzn, stocks, $bx, $spy the most. They currently have [------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.
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Mentions: [--] #
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Social Influence
Social category influence stocks finance technology brands cryptocurrencies automotive brands fashion brands countries celebrities social networks luxury brands
Social topic influence $amzn #999, stocks, $bx #14, $spy, $apo #43, $tsla, $googl, $nvda #2783, $kkr #11, $cost
Top accounts mentioned or mentioned by @jbulltard1 @retailguru @hedgeyecomm @elonmusk @miketaylor1972 @altcap @fundaminv @rivian @billackman @paulcerro @realdonaldtrump @stockmarketnerd @spotify @stockmktnewz @hedgeyeretail @jonahlupton @luoxiaxia @telosinvestor @catalystmf @federalreserve
Top assets mentioned Amazon.com, Inc. (AMZN) Blackstone, Inc. (BX) SPDR S&P [---] ETF Trust (SPY) Apollo Global Management, Inc. (APO) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) KKR & Co, Inc. (KKR) Costco Hot Dog (COST) Apple, Inc. (AAPL) Netflix Inc (NFLX) Live Nation Entertainment, Inc. (LYV) Nike Inc (NKE) Lululemon Athletica Inc (LULU) Microsoft Corp. (MSFT) TJX Companies, Inc. (TJX) Taiwan Semiconductor (TSM) Now Coin (NOW) Walmart, Inc. (WMT) GammaSwap (GS) Spotify Technology (SPOT) Chipotle Mexican Grill, Inc. (CMG) Starbucks Corporation (SBUX) Uber Technologies, Inc. (UBER) Metadium (META) DraftKings Inc. Class A Common Stock (DKNG) MercadoLibre Inc (MELI) RH (RH) Mastercard, Inc. (MA) DisChain (DIS) Deckers Outdoor, Corp. (DECK) O'Reilly Automotive Inc (ORLY) American Express Company (AXP) Alibaba Group (BABA) ELYSIA (EL) Home Depot, Inc. (HD) Intuit Inc. (INTU) Expedia Group Inc (EXPE) Coca-Cola Co (KO) Hershey Co (HSY) Eli Lilly and Company (LLY) Oracle Corporation (ORCL) Lowes Companies Inc (LOW) Progressive Corp (PGR) Bitcoin (BTC) Decentral Games (DG) Ferrari N.V. (RACE) Booking Holdings Inc (BKNG) Wall Street Memes (WSM) Salesforce Inc (CRM) PayPal Holdings Inc (PYPL) Airbnb, Inc. (ABNB) McDonald's Corp (MCD) PepsiCo, Inc. (PEP) UnitedHealth Group (UNH) Five Below, Inc. (FIVE) Brookfield Asset Management Inc (BAM) Rivian Automotive, Inc. (RIVN) Shopify Inc (SHOP) Roku, Inc. (ROKU) Ares Management, Corp. (ARES) Morgan Stanley (MS) Capri Holdings Limited (CPRI) Johnson & Johnson (JNJ)
Top Social Posts
Top posts by engagements in the last [--] hours
"Who owns any housing related stocks as an investment vs a trade on this What do you own and why $RKT $HD $LOW $SHW $WSM $RH $BLDR $DHI $LEN all catching bids but i wonder if this has legs"
X Link 2026-01-09T16:34Z [----] followers, [---] engagements
"$IOT Brad cited this today as a growth stock in software thats proving AI durability because key applications need to sit on top of brands like Samsara and Databricks and $SNOW. Heres an AI infographic with stats on IOT Just love Brad Gerstner and his views Heres Altimeters portfolio from the latest 13F $NVDA $META $MSFT $SNOW $AMZN $UBER $HOOD $CPNG $TSM $AVGO $BABA $PDD $ARM $MELI https://t.co/BEhuNEK4so Just love Brad Gerstner and his views Heres Altimeters portfolio from the latest 13F $NVDA $META $MSFT $SNOW $AMZN $UBER $HOOD $CPNG $TSM $AVGO $BABA $PDD $ARM $MELI https://t.co/BEhuNEK4so"
X Link 2026-01-07T05:06Z [----] followers, [----] engagements
"Ok lets think about this in reality: if one cuts it do the other use that as a sales tool saying they cant keep up now you really need to use our cloud. They are all on hamster wheel to show prospects they r the one to capture their demand"
X Link 2026-02-14T03:13Z [----] followers, [---] engagements
"$PLTR on sale i mean from 100x sales to 50x but :) My heavens the business is on fire tho when the hiogh valuation beta trade comes back this ones gonna rip https://youtube.com/shorts/t5DbkeoD3Jg https://youtube.com/shorts/t5DbkeoD3Jg"
X Link 2026-02-14T03:49Z [----] followers, [---] engagements
"For fun I fed Claude the holdings of $IGV and asked it to create a ranking system that looked like this and to rank the companies. Interesting results. Heres the ranking system"
X Link 2026-02-15T02:57Z [----] followers, [---] engagements
"2/ heres the results @Mike_Taylor1972 $MSFT $NOW $CRWD $PANW $TEAM on mega sale $INTU $WDAY $CRM $DDOG $NET $SHOP next group $PLTR $SNOW $APP not sure I agree with some bit interesting nonetheless"
X Link 2026-02-15T02:57Z [----] followers, [---] engagements
"Heres the fun with superior operating metrics and negative momentum LOGO Quicktake. I think i'll be selling my $WMT to buy some growth compounders on mega sale soon enough https://youtube.com/shorts/aPw7M5brTwgfeature=share https://youtube.com/shorts/aPw7M5brTwgfeature=share"
X Link 2026-02-16T01:55Z [----] followers, [---] engagements
"Lets talk about a handful of super high quality brands on mega sale that from here offer one heck of a better potential return than those value cyclicals we also own. I'll be selling these names to build much bigger positions in quality growth on all dips from here. https://youtube.com/shorts/OoTnp6sW-Q0 https://youtube.com/shorts/OoTnp6sW-Q0"
X Link 2026-02-16T04:09Z [----] followers, [---] engagements
"Its hard to know when but when the most crowded trade in history-long tech gets unwound with speed and then becomes an extreme crowded short the covering and going long again will be just as fierce and breathtaking as the selloff was. We just dont know when $XLK $QQQ"
X Link 2026-02-16T16:19Z [----] followers, [---] engagements
"Because theres incredible proof that once popular content comes on Netflix it has a new life thats vastly more profitable and long lived. Do u really think Netflix hasnt already delved into ai created content I mean we already have green screens driving most scenes etc. Their profit margins could go roof on reduced cost while subscription prices stay higher for longer"
X Link 2026-02-17T04:09Z [----] followers, [---] engagements
"$TLT looking better and better cause the fed gonna have to cut rates whether he likes it or not 😂"
X Link 2026-02-17T15:43Z [----] followers, [---] engagements
"$BX $APO $KKR $BN $DHI $LEN People can get sucked into the soundbytes created by politicians or they can educate themselves so they know when they are being conned. Your choice. I prefer facts and truth. Here it is on the "housing crisis" https://youtu.be/1UDru_pHyKo https://youtu.be/1UDru_pHyKo"
X Link 2026-01-07T22:43Z [----] followers, [---] engagements
"I hate to say it but Saylor $MSTR looks like a fabulous buy here for some Bitcoin leverage"
X Link 2026-01-08T20:19Z [----] followers, [----] engagements
"$FWONK @F1 stock is on sale and its time for me to add. Heres why the AI deployment opportunity here spans across verticals and is underappreciated. A $120+ stock with so many growth opportunities https://youtube.com/shorts/M0NWihgKDWQfeature=share https://youtube.com/shorts/M0NWihgKDWQfeature=share"
X Link 2026-01-09T05:56Z [----] followers, [---] engagements
"$FWONk and yes I absolutely added to @F1 on sale today as well Heres why https://youtube.com/shorts/PmaznulK5Ek https://youtube.com/shorts/PmaznulK5Ek"
X Link 2026-01-09T20:35Z [----] followers, [---] engagements
"$INDA India will continue to evolve and and build ties with other countries vs the US"
X Link 2026-01-18T04:11Z [----] followers, [--] engagements
"$GEM $BINV $VWO $EMQQ $AIA"
X Link 2026-01-18T04:11Z [----] followers, [---] engagements
"Rick reider would be the best Fed head pick. Bring rates down institute a massive debt refinance program massive infrastructure program push growth to 4-5% housing boom sentiment recovers everybody wins"
X Link 2026-01-21T22:40Z [----] followers, [---] engagements
"The drama queen headline today is right here. If you have great underwriting you yawn. And $apo $kkr $BX absolutely do. The freak out is advisors holding private credit that see headlines that make them run to exits to avoid client concerns so Im sure the herd will run all at once like they did with Priv RE causing hating causing headlines causing exits causing anger toward gating. It never changes https://twitter.com/i/web/status/2014846314065100996 https://twitter.com/i/web/status/2014846314065100996"
X Link 2026-01-23T23:42Z [----] followers, [---] engagements
"Rick reider as a fed choice is not a surprise at all. Why Because the dude is a great story teller and marketer. He interviews 1000% better than all the others and hes connected to the what works when rates fall out of recession pitch than simple Jack loves"
X Link 2026-01-24T02:25Z [----] followers, [---] engagements
"$BX $KKR $APO The dumpster fire stocks will start reporting soon BX kicks it off Thurs am headline news driving the stocks for now but the businesses are much more stable than the stocks might indicate. One day the market will care and the upside will be robust https://youtube.com/shorts/zUZF0A1E-pcfeature=share https://youtube.com/shorts/zUZF0A1E-pcfeature=share"
X Link 2026-01-28T06:15Z [----] followers, [----] engagements
"$GLD so gold is falling because Rick reider will be the Ned fed chair and they will lower rates so debt refinance can happen Got it. How about gold was hella extended and needs a quick headline to force out the momo pajama traders"
X Link 2026-01-30T02:36Z [----] followers, [---] engagements
"Yes I know Im a broken record on some differentiated software and tech stocks but today I had to start nibbling at some new names after an avg -42% drawdown its time. This is tranche #1 but have owned $NOW for longer. $PLTR $APP $SNOW $SHOP https://youtube.com/shorts/suyENT31zSgfeature=share https://youtube.com/shorts/suyENT31zSgfeature=share"
X Link 2026-02-14T01:10Z [----] followers, [----] engagements
"Heres some wild stats on the growth stock crash we have all witnessed if youre not starting to nibble after this I dont think you ever will $TSM $NVDA $IVES $NOW $APP $NFLX $SPOT $PLTR $HOOD $SHOP $MELI $MSFT $SAP $UBER $GOOGL $AVGO $CRWD #PANW https://youtube.com/shorts/mDaT-srpAFIfeature=share https://youtube.com/shorts/mDaT-srpAFIfeature=share"
X Link 2026-02-16T01:55Z [----] followers, [---] engagements
"@altcap @AltimeterCap How do u square investing in any coMpany when the founder comes out regularly and says what they and his peers are building could very likely destroy the fabric of the country Doesnt this feel a little odd betting on something that ultimately destroys the workforce"
X Link 2026-02-16T16:06Z [----] followers, [--] engagements
"The bearishness is feeling pretty acute right now. $SPY likely needs to catch down to Nasdaq and the extreme oversold tech and software group could be the relative port in the storm cause my heavens theres some cyclicals and defensives that are now wicked overbought and much more expensive with much less growth potential. Ah the rotations come quick and are fierce these days"
X Link 2026-02-16T21:05Z [----] followers, [---] engagements
"$MSFT NotebookLM deck from GS report so good"
X Link 2026-02-16T23:23Z [----] followers, [---] engagements
"Pulp fiction SaaS: See the path of the righteous software company is beset on all sides by the hype cycles of the ignorant and the Twitter threads of foolish men. But blessed are the platforms with actual retention metrics for THEY are truly their customers keeper. VINCENT: Did you just JULES: Im paraphrasing. Jules picks up his Big Kahuna Burger. JULES: (mouth full) Quality SaaS aint going extinct Vincent. Dinosaurs went extinct. You know what didnt Cockroaches. And let me tell you something enterprise software with 140% net revenue retention Thats a cockroach baby. Nuclear winter couldnt"
X Link 2026-02-17T01:51Z [----] followers, [--] engagements
"This is fun. Pulp fiction: See the path of the righteous software company is beset on all sides by the hype cycles of the ignorant and the Twitter threads of foolish men. But blessed are the platforms with actual retention metrics for THEY are truly their customers keeper. VINCENT: Did you just JULES: Im paraphrasing. Jules picks up his Big Kahuna Burger. JULES: (mouth full) Quality SaaS aint going extinct Vincent. Dinosaurs went extinct. You know what didnt Cockroaches. And let me tell you something enterprise software with 140% net revenue retention Thats a cockroach baby. Nuclear winter"
X Link 2026-02-17T01:52Z [----] followers, [--] engagements
"$CMG you wanna know why this brand has lost its way and now missing on metrics Because the staff needs training the food is inconsistent at best these days the prices have risen and the product has shrunk. @ChipotleTweets this needs fixing. Left: [----] right NOW"
X Link 2023-02-07T21:24Z [----] followers, 14.1K engagements
"The case for a wildly overweight position in EM is now crystal clear to me. Heres what I see. 1st off a major breakout from a base in [----] when EM began to underperform. Remember EM handily outperformed $SPY 2007-2007 $EEM 337% SPY 87% $QQQ 96%"
X Link 2026-01-24T16:38Z [----] followers, [---] engagements
"@307Fool @JonahLupton To be fair Im Not sure we can use $PLTR to compare the ai bubble given half their rev is govt etc"
X Link 2026-02-03T03:25Z [----] followers, [---] engagements
"Major disconnect wont last forever here $APO remains the favorite and solid discount to fair value. Executing very well https://youtube.com/shorts/otfeDU2YAb0feature=share https://youtube.com/shorts/otfeDU2YAb0feature=share"
X Link 2026-02-09T18:04Z [----] followers, [---] engagements
"$CBRE yes ai is going to disrupt this business and industry 😆"
X Link 2026-02-11T19:59Z [----] followers, [----] engagements
"@MoS_Investing these clowns crack me up "we are creating some revolutionary buy our stock oh and btw what we create will destroy the economy and our stock will go down because the economy goes down" lol"
X Link 2026-02-14T01:19Z [----] followers, [----] engagements
"@Investor_NICK_ @ShakerBall_Cap Its so slow and frequently got confused by cross walkers but agree its such fun novelty but Ill choose to support humans in need of extra cash $UBER so we dont have 15% unemployment 😂"
X Link 2026-02-14T03:21Z [----] followers, [--] engagements
"@BillAckman @leevalueroach Ive been in this biz [--] years now and when u see a high quality firm buying high quality assets have a [--] year period of under $SPY performance you double down on the style factors they are anchored to because the next [--] will be much more robust"
X Link 2026-02-14T15:52Z [----] followers, [---] engagements
"@gtconway3d @TimCGriffith @realDonaldTrump"
X Link 2019-09-03T01:06Z [----] followers, [---] engagements
"Ok Ive had [--] family members ask me if we should be all cash in portfolios time to buy 3x long beta ETFs"
X Link 2019-09-06T01:21Z [----] followers, [--] engagements
"Creating a bunch of baskets in Ycharts heres my first go-to research for down markets. This basket performs admirably in down periods 50% of SPY drawdown as a basket with lots of defensive qualities. This has high sales growth and dividend growth matched with defensive factors"
X Link 2020-01-12T15:40Z [----] followers, [--] engagements
"@AssetReset @JuddLegum We taught China everything they know about deceit lol"
X Link 2020-03-02T18:14Z [----] followers, [--] engagements
"Another observation from conversations this weekend with really rich real estate folks. They r in complete denial. Their muscle memory has been rewarded for so long they do not think they could ever lose. That market might be the epicenter of pain-prices down rent downilliquid"
X Link 2020-04-05T14:22Z [----] followers, [---] engagements
"Can we stop calling it Covid-19 and just call it was it is: China19"
X Link 2020-04-15T04:08Z [----] followers, [--] engagements
"Mark my words one day the ceo of $NKLA will be outed for fraud. My spiny senses are perky every time this sales man speaks. All smoke I have a feeling will be the conclusion"
X Link 2020-08-10T23:44Z [----] followers, [---] engagements
"$BABA Im buying every frigging dip this stock has until it hits $1T market cap. $TCEHY too. $FB too"
X Link 2020-08-20T13:12Z [----] followers, [---] engagements
"@saxena_puru If anyone spends any time worrying about whether your returns are real or fake they likely need to see a doctor pal lol. Im so glad Im not popular enough to be found by the trolls lol"
X Link 2020-08-23T22:58Z [----] followers, [--] engagements
"I hate to say it but Trump is gonna win. The end"
X Link 2020-10-23T01:16Z [----] followers, [--] engagements
"Oh my its wonderful to hear sanity and humility and class after [--] years of the Maury povich show"
X Link 2020-11-08T01:53Z [----] followers, [--] engagements
"This is so amazing. They wanted trump out they got it miraculously a vaccine comes out a few days after the announcement. I mean its just so sneaky good lol"
X Link 2020-11-09T14:11Z [----] followers, [---] engagements
"I learned a valuable lesson in [----] that is similar to the lesson people will learn for [----] when making money begins to be very easy its about time to do something very different and typically very opposite of what you are currently doing"
X Link 2020-12-13T19:40Z [----] followers, [---] engagements
"Lets start a closed end leveraged etf investing in a basket of spacs and stocks with minim 40x sales. It will be epic"
X Link 2020-12-24T02:12Z [----] followers, [--] engagements
"@profgalloway The predicting game based on valuations has always been a game not worth playing. The valuations will matter when they matter and thats when rates start accelerating up or the cycle turns down"
X Link 2021-02-07T15:20Z [----] followers, [--] engagements
"How crowded is the the [--] year is rising so sell growth stocks narrative getting when many great growth stocks have already pulled back 15-35%"
X Link 2021-03-04T17:17Z [----] followers, [--] engagements
"@saxena_puru Pssstttt. Can u tell me what stock doubles this week Thanks man"
X Link 2021-03-20T02:44Z [----] followers, [--] engagements
"Very few people would miss $PINS if it were gone tomorrow. My wife and she knows about consuming"
X Link 2021-04-28T16:31Z [----] followers, [--] engagements
"I cant believe the bashing of @ARKInvest this firm gave people [--] years worth of returns in a global pandemic. Here annualized track record is set in stone. Shes on the right train theres just a storm. Are u committed or are u a renter and fickle Important question"
X Link 2021-05-06T00:26Z [----] followers, [---] engagements
"@saxena_puru Is it possible I have too much time on your hands my friend Walk away from the pipe that is Twitter for a few days its wonderful 😂"
X Link 2021-05-20T00:56Z [----] followers, [--] engagements
"Yes lets destroy the economy for a tiny fraction of the population. Ignore the noise and look at the data. They always forget the data and just extract the sexy headlines for ad sales"
X Link 2021-08-14T00:57Z [----] followers, [---] engagements
"Wow $AMZN Amazon now receives [--] million orders per day (115 orders per second) and [--] out of every [---] American workers is an Amazon employee"
X Link 2022-01-05T14:35Z [----] followers, [---] engagements
"@AaronSiriSG @andrewbostom @ICANdecide Will the tagline be: they dont work so good but do your part and keep getting them anyway-its the America way"
X Link 2022-01-18T18:27Z [----] followers, [--] engagements
"@SawyerMerritt Its a horrendous truck man and it will be a colossal failure and waste of resources. Honestly its so bad I have a hard time believing it will even b produced. Why cant they just draw up a bitchin truck I could free draw one in 9minutes 😂"
X Link 2022-01-25T05:22Z [----] followers, [---] engagements
"This guy 😂 @davidHcontrarian"
X Link 2022-02-11T01:07Z [----] followers, [--] engagements
"I find it hilarious all the hating tweets on $NFLX from all the 200+m subscribers 😂 Im pretty sure they all missed the best stock of the last decade too so let them hate. Nothing is a better bet than a management team with a new fire under their asses and sentiment at zero"
X Link 2022-04-20T14:28Z [----] followers, [---] engagements
"@TidefallCapital 😂 shes trapped. Its a $ZM call with your doctors connected to the HC system. Wheres the moat Every doctors office has this service and I still havent done any where $TDOC was involved"
X Link 2022-04-29T17:41Z [----] followers, [--] engagements
"@NightShiftMD Why r we still talking about masks"
X Link 2022-05-19T03:27Z [----] followers, [---] engagements
"Why is the muffin top 3x tastier than the rest of the muffin One of lifes mysteries"
X Link 2022-05-21T15:26Z [----] followers, [--] engagements
"@federalreserve"
X Link 2022-12-22T04:35Z [----] followers, 26.2K engagements
"@ThePhillyPod Fire the clown"
X Link 2023-12-11T03:55Z [----] followers, [----] engagements
"@StockMKTNewz From the guy that missed every tech innovation theme until [----] 😆"
X Link 2024-05-04T16:07Z [----] followers, 22.2K engagements
"you buy $SBUX at [--] and ill buy more $CMG at [----] and lets see who makes more money to the end of the year"
X Link 2024-08-13T15:28Z [----] followers, 33.1K engagements
"$MELI Some MS and GS notes on the quarter and shortfall. If u have a history with 4AMZN this is a story you know ell and its bad a bad bet every time to sell the stocks when they are spending to grow the spend cycles are when u get a chance to beef up allocations for monetiz"
X Link 2024-11-07T17:56Z [----] followers, [----] engagements
"@MRBullMktEver @realDonaldTrump Core brands then thematics around the core like $BBP $UTES $GRW $BCDF $MLPX $PAVE $LVHI with my $amzn $wmt $tjx $pgr $amt $meli $ibn $epi $tcehy $ko $v $ma $axp $kkr $apo $BX on every damn dip from here $isrg $azo $orly $uber $lyv $he say to name few"
X Link 2025-05-06T15:34Z [----] followers, [---] engagements
"@middle_class_us Fast food used to be the go to cheap place and now a trip to $MCD isnt that different than one to $CMG"
X Link 2025-12-29T00:20Z [----] followers, [----] engagements
"The case for defense and aerospace exposure in the themes portfolio was too hard to ignore $SHLD $ITA $LMT $RTX $AVAV"
X Link 2026-01-10T16:27Z [----] followers, [---] engagements
"Correct me if im wrong but wasnt Simple Jack the guy that says he ends wars happening and doesnt start new wars Jack really seems to like spending like a drunkin sailor but lets just buy the $SHLD $ITA ETFs"
X Link 2026-01-15T00:13Z [----] followers, [---] engagements
"@Mike_Taylor1972 Yes $crwd $pawn love the security acquisition of $NOW too. One day theres a metric ton of capital rotating into software if only for a trade the whole narrative is so lazy"
X Link 2026-02-15T02:50Z [----] followers, [---] engagements
"@patrick_oshag Im not joking: this interview is all you need https://www.globalbrandsmatter.com/blog-posts/2019/4/29/peter-lynch-why-his-track-record-at-magellan-was-1 https://www.globalbrandsmatter.com/blog-posts/2019/4/29/peter-lynch-why-his-track-record-at-magellan-was-1"
X Link 2019-07-21T15:21Z [----] followers, [--] engagements
"@charliebilello I think its more proof that net income and every other financial metric isnt nearly as important to future performance as the industry thinks. Brand power matters. Its intangible and analysts dont understand it"
X Link 2020-01-29T22:29Z [----] followers, [--] engagements
"Just talked to three Amazon drivers over the last two days. I asked them if they were very busy average busy or not as busy as normal all of them said its now like Christmas thats how busy it is. So much more spending is going to shift to e-commerce $AMZN $SHOP etc $V $MA $AXP"
X Link 2020-03-12T00:07Z [----] followers, [---] engagements
"548% vs 143% 10yrs This is collection of [--] leading brands with super high brand relevancy serving 30+ consumer spending categories. Its a hindsight portfolio equal weighted and rebalanced annually for [--] years. Lots of offense and defense and still crishes $SPY its all u need"
X Link 2020-03-26T19:53Z [----] followers, [---] engagements
"What happens to commercial REal estate office space when a quarter or more of companies realize they are operating great with a bulk of workforce working from home Now multiply those changes across the US and globe. Think about that. Its likely the biggest negative shift imo"
X Link 2020-04-04T02:47Z [----] followers, [---] engagements
"@jimcramer Jim I hate to break it to you but Polaris $PII isnt a bike company lol"
X Link 2020-06-13T16:06Z [----] followers, [--] engagements
"I love that Kevin OLeary who was a dividend guy and bashed most tech stocks now loves them all. Why Because he has an ETF to sell you. You can listen to him but dont expect his advice to be unbiased. Hes got something to sell you"
X Link 2020-06-19T16:10Z [----] followers, [--] engagements
"$FB $AMZN $AAPLremind is all that sell side analysts aint worth the read for the most part. They play a game thats not valuable in the real world"
X Link 2020-07-30T22:09Z [----] followers, [--] engagements
"I cant even believe we live in them world where everyone is obsessing over a ridiculous app called tick-tock. Dont we have real problems to solve"
X Link 2020-08-03T00:57Z [----] followers, [--] engagements
"@JamesGRickards The entire world loses big time when China and the US stay hostile. Thats just a fact Jim"
X Link 2020-09-16T02:26Z [----] followers, [---] engagements
"@saxena_puru No wonder the Hedgeye guys are busting your chops have you seen their trading portfolio Oh my gosh and then theres Your portfolio crushing it"
X Link 2020-10-08T23:25Z [----] followers, [--] engagements
"Im no trump fan but I dont buy the Biden lead polls. Theres still a massive number of people not willing to admit in public they vote trump lol"
X Link 2020-10-15T19:37Z [----] followers, [---] engagements
"$FSLY volume today continues to show how crowded this name was with momentum traders. Give it a day or two more and I think theres a real wicked bounce opportunity. I cant own it so just watching from the cheap seats"
X Link 2020-10-16T19:19Z [----] followers, [---] engagements
"Im up 7million % ytd-here are my winners. I dont know what most of these cos actually do but Im a momentum chaser & usually get my ideas from other momo chasers. that style factor has been winning 4ever so Im tied to the momentum in the momentum factor. This is so easy"
X Link 2020-12-01T04:16Z [----] followers, [---] engagements
"@saxena_puru @YouTube That definition doesnt apply to almost every one of the 30x sales momo stocks everyone on Twitter is having an affair with currently. Thats the disconnect IMO. Just a Twitter-sphere observation. Everyone posts their portfolio snd big returns and they all own the same [--] names"
X Link 2020-12-02T03:14Z [----] followers, [--] engagements
"@ParikPatelCFA @MarketRebels A stimulus check helps $TSLA Pls pass that joint to the right"
X Link 2020-12-21T15:04Z [----] followers, [---] engagements
"@saxena_puru Nobody plays the spec momentum trade like you bro no one is better Glad ur crushing it for all the crap u take on this site"
X Link 2020-12-21T23:27Z [----] followers, [--] engagements
"Dear @SEC_Enforcement perhaps no stock or etf should be able to have a short interest greater than its market cap Perhaps the short VOL ETFs of death should never have been approved Perhaps the triple levered weapons of wealth destruction should never have been approved"
X Link 2021-01-28T03:23Z [----] followers, [--] engagements
"Im begging people: if you do get a stimulus check you really shouldnt have or u dont really need the money please please look around and help someone who does. This isnt a joke there are kids starving all over this country. Help a family in need and enjoy that feeling"
X Link 2021-03-17T19:07Z [----] followers, [---] engagements
"If this is so bad why is the volume on all the big down stocks and $QQQ Nasdaq on lower than average volume I smell a rat folks so I bought a bunch of growth on sale. Wheres all the selling volume bears"
X Link 2021-03-18T20:05Z [----] followers, [--] engagements
"Is there value in investing in today and tomorrows mega brands serving large potential global markets Heres [--] category leaders from important spending/consumption categories fir [--] years & [--] yes for emerging mega brands ending 3/31/21. $PYPL $RH $ROKU $ETSY $CVNA $TSLA $SHOP"
X Link 2021-04-25T14:46Z [----] followers, [---] engagements
"@andrewrsorkin @jimcramer Mandate someone who statistically will have no issue with the virus to get a rushed vaccine with no data on what its effects will be How about we go about our lives regardless. My god lets keep hiding in closets from a virus that rarely hurts most people"
X Link 2021-05-04T19:29Z [----] followers, [---] engagements
"I continue to trim the value and core to add back my favorite HIGH QUALITY FREE CASH FLOW GENERATING growth brands that have businesses with pricing power and/or ability to benefit when prices go higher. Those getting sold w/garbage stocks=gift"
X Link 2021-05-10T18:23Z [----] followers, [--] engagements
"Is there even a remote possibility that Elons #Bitcoin announcement is to make sure the stock $TSLA stays in all the ESG funds and ETFs Given the flows its kind of important"
X Link 2021-05-13T03:41Z [----] followers, [--] engagements
"I think Ill be buying $TSLA tomorrow with everybody following Burry. My god does anyone do their own work anymore"
X Link 2021-05-18T02:47Z [----] followers, [--] engagements
"I know Cathy at @ARKInvest gets all the press but Dennis Lynch and his team at MStanley has the best long term track record for growth investing. Insights fund is $$ Awesome convo @patrick_oshag https://open.spotify.com/episode/6mshozc1y5Bp60yZmael3Vsi=94SZ3gAKTEKN3Qli8Lovfg&dl_branch=1 https://open.spotify.com/episode/6mshozc1y5Bp60yZmael3Vsi=94SZ3gAKTEKN3Qli8Lovfg&dl_branch=1"
X Link 2021-06-12T14:57Z [----] followers, [---] engagements
"Fun game: please retweet. If u had to put your entire portfolio in [--] stock and couldnt sell for [--] years what stock would it be I have few in mind but think mine is $PYPL this great brand is at center of so many important growth trends: death of cash e-commerce P2P payBNPL"
X Link 2021-06-17T13:27Z [----] followers, [---] engagements
"$PYPL is just a monster. Just imagine how much faster this flywheel can move when IF they keep adding new and innovative services to keep more people engaged and transacting inside the network"
X Link 2021-06-20T15:10Z [----] followers, [---] engagements
"Im the product of a fatherless homea single mom who worked [--] jobs to keep roof over our heads. For every Dad who takes their job as a dad and husband very seriously I salute you your gift to your kids for being a present mentoring role model will last lifetime-multiple gens"
X Link 2021-06-20T16:14Z [----] followers, [---] engagements
"Just remember the $VIX rule for buying your favorite stocks. Historically when $VIX rises 40%+ in [--] week those tend to be wonderful buying oops. And remember breadth is already bad so wont take much downside to hit washout breadth levels"
X Link 2021-07-08T14:43Z [----] followers, [---] engagements
"$PYPL is quite possibly the most under appreciated future trillion market cap brand"
X Link 2021-07-20T20:54Z [----] followers, [--] engagements
"Awesome chart. Maybe FAANG+ $MSFT $AAPL $NFLX $AMZN $GOOGL $FB are in favor because they havent been this cheap vs all tech in over a decade"
X Link 2021-09-06T15:06Z [----] followers, [---] engagements
"I love it. @Twitter says I cannot follow any more people Im at my limit lol @jack this is such a silly company"
X Link 2021-09-16T18:47Z [----] followers, [---] engagements
"@RobertKennedyJr Maybe they should just admit they are throwing darts at a board thats moving while having a blind fold on and maybe people should work harder on their health and fitness and lean less on unproven shots and drugs Oh they wont tell us that but smart people know exactly that"
X Link 2021-12-12T16:41Z [----] followers, [--] engagements
"Time stamp this tweet. I will eat my shoe if the fed hikes rates 3+ times in [----]. Not happening"
X Link 2021-12-14T00:24Z [----] followers, [--] engagements
"When people ask what I do I now tell them Im a professional gambler in the worlds largest casino. My daughter said her friends think I have the coolest job title"
X Link 2022-01-26T00:14Z [----] followers, [--] engagements
"Jerome: and now that I have tanked the market Im done with our interview. Stay tuned to March when the data has gotten softer and I have to slow everything I told u I would do today 😂"
X Link 2022-01-26T20:27Z [----] followers, [--] engagements
"@DrStoxx these [--] mega brands generate $820B a year in revenue growing well so that's like 6x sales vs 33% of US GDP Global businesses so using US GDP isn't really fair no How about vs $74trillion total world GDP their place in the world very important. Sustainable=above my pay grade"
X Link 2022-02-03T19:02Z [----] followers, [--] engagements
"@elonmusk @teslaownersSV @boringcompany @mayemusk @kimbal Why not just build a proper rail system like Europe has"
X Link 2022-02-08T05:06Z [----] followers, [---] engagements
"@TradingThomas3 So hedge funds de risk cause they make all their money on performance fees vs individuals who see long term opportunities and step in - hedge funds focus on their fees yo no fees no biz"
X Link 2022-03-05T03:51Z [----] followers, [--] engagements
"Its amazing how bullish the real world is vs the Twitter & stock market world. Hotels stores grocery restaurants home improvement brands general merch brands all crowded and buzzing with life. Never know it from stocks focused on fed"
X Link 2022-04-07T21:14Z [----] followers, [---] engagements
"I know people say $AAPL is expensive but what multiple is appropriate for a company that has generated an avg quarterly revenue of $73B & avg quarterly FCF of $69B for the last [--] years Aside from consistency lg #s alone=even bigger multiple no $KO $PG $HSY all more expensive"
X Link 2022-04-16T14:24Z [----] followers, [---] engagements
"Really really good and important potential next big trade with plenty of second derivative sales and buys at the right time. Well done @RaoulGMI @RealVision https://open.spotify.com/episode/6u5KxUjdQZeuVZYWXvUGEIsi=2guCP1nhSqiIX5_jHt6yoQ https://open.spotify.com/episode/6u5KxUjdQZeuVZYWXvUGEIsi=2guCP1nhSqiIX5_jHt6yoQ"
X Link 2022-04-26T19:45Z [----] followers, [---] engagements
"$68B revenues in [--] days I mean sell that stock cause they only get $7.5B in revenue a day. Added another $70B to stock repurchase plan. And ONLY $15.3B of FCF for the [--] days. What a terrible biz lol $GOOGL nothing they said could make markets happy anyway"
X Link 2022-04-26T20:07Z [----] followers, [---] engagements
"Gotta love $GOOGL having the earnings webcast on their property @YouTube and running ads and getting paid while people wait for call 😂"
X Link 2022-04-26T20:51Z [----] followers, [---] engagements
"$PYPL now is completely mismatched to reality aka opportunity when compared to $V $MA It has a tad less revenue and FCF with very similar biz chars and demographic tailwinds but visa 4x market cap and $MA 3.5x. Maybe they all still too pricey but PayPal damn sure cheap vs them"
X Link 2022-04-27T22:21Z [----] followers, [--] engagements
"1/Here's the top [--] overall from a combination of growth value superior operators and other important metrics I've found are very good indicators of LT performance $googl $cost $msft $fb $asml $nvda $bx $regn $tsla $v $low $adbe $etsy $zm $axp $wsm $pfe $cvx $de $el $sbux $xom"
X Link 2022-05-27T20:43Z [----] followers, [---] engagements
"You want stupidity This sexy Audi A6 Allroad is $75k so out the door its 81k 😂 my god price cuts are coming everywhere people"
X Link 2023-01-13T16:06Z [----] followers, 24.8K engagements
"@readDanwrite Wow. And cos wonder why employees have zero loyalty these days"
X Link 2023-01-20T15:13Z [----] followers, 18.1K engagements
"Crowded outdoor mall $LuLU half packed $AAPL full packed $BIRD not a consumer in sight For [--] hour so far"
X Link 2023-03-06T00:55Z [----] followers, 87.2K engagements
"$SIVB if this bank is so significant to the VC community then why doesnt that community who I think are in the biz of investing in important ideas just all invest in buying SVB back capitalizing it well manage it better and save the day"
X Link 2023-03-11T15:28Z [----] followers, [----] engagements
"Now this is a dude who has conviction 😂 $MELI"
X Link 2023-05-04T23:37Z [----] followers, 51.1K engagements
"@neveragainlive1 @manodrop Funny how confident they want us to believe they are yet they are afraid to show their faces 😂"
X Link 2023-12-18T01:35Z [----] followers, 29.1K engagements
"This is the single best pod chat I have ever listened to Everyone needs to listen NOW. Wow you guys are on fire and adding value like Ive never seen. Thank you @altcap @bgurley @BG2Pod BG2 E:03. Pod drop. $NVDA Chips AI Compute Build Out Impact of AI on Big Tech Earnings & Macro.💥👊 @altcap @bgurley https://t.co/ZFXYRqv4Oy BG2 E:03. Pod drop. $NVDA Chips AI Compute Build Out Impact of AI on Big Tech Earnings & Macro.💥👊 @altcap @bgurley https://t.co/ZFXYRqv4Oy"
X Link 2024-02-22T15:19Z [----] followers, 30.2K engagements
"$GS on $AMZN Just think where they will be in [----] yrs. Thats a ride Im 100% taking"
X Link 2024-04-22T02:21Z [----] followers, 27.2K engagements
"Oh nooooo $AMZN only did $148B in revenue for [--] days and oh nooooo its only guiding for 154-158B next quarters revenue 😂 what a terrible biz lol. Now I get to buy back what I sold yesterday"
X Link 2024-08-01T20:12Z [----] followers, 49.6K engagements
"@Mike_Taylor1972 @profplum99 $PINK Congrats guys $250m in AUM top HC ETF by a lot since inception #1 on 1YR 3YR too If Advisors and retail want HC PINK is the only one to consider and the active tilts clearly added alot of value vs boring offerings Since 10/2021 inception"
X Link 2024-09-13T14:25Z [----] followers, 14K engagements
"$APO 1/ Why I love this company so much: I'll reiterate my OPINION: Apollo is one of the best asset mgrs in the world they are executing very well lgst huge growth potential-co told us they will DOUBLE biz in [--] years. Largest financial co NOT in $SPY = they will be added IMO"
X Link 2024-11-20T21:03Z [----] followers, 17.7K engagements
"People selling $GOOGL here are outright idiots. There I said it"
X Link 2024-11-21T16:03Z [----] followers, 31.2K engagements
"$UNH down 55% from highs and now the analyst community begins the downgrades 😂 honestly why do we need sell side analysts"
X Link 2025-05-14T17:15Z [----] followers, [----] engagements
"Current Alpha Brands LOGO heavy Portfolio. Theres alot of quality and leadership across [--] pillars of consumption: 1)Household 2) B2B cap-ex 3) consumption supply chain leaders that make it all happen $googl $amzn $ISRG $MELI $SPOT $NFLX $CBRE $SCHW $GS $AXP $FWONK $INTU $NOW $BX $KKR $APO $WMT $COST $SBUX $BABA $TCEHY $DE $UNH https://twitter.com/i/web/status/2008601705139904701 https://twitter.com/i/web/status/2008601705139904701"
X Link 2026-01-06T18:08Z [----] followers, [----] engagements
"Finally someone who actually does the full work and uses some actual real world examples which could only lead to this conclusion. Well done https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-15T01:30Z [----] followers, 25.1K engagements
"@Mike_Taylor1972 Who has best opportunity to right size the business for ai Software companies. They already have high margins & good ones have high recurring revenue cut 1/3 workforce and create ai new growth vectors & the multiple needs to go much higher and NO ONE owns them anymore OMG"
X Link 2026-02-16T01:58Z [----] followers, [---] engagements
"Who has best opportunity to right size the business for ai Software companies. They already have high margins & good ones have high recurring revenue cut 1/3 workforce and create ai new growth vectors & the multiple needs to go much higher and NO ONE owns them anymore OMG"
X Link 2026-02-16T01:58Z [----] followers, [---] engagements
"Im beginning to literally loathe every venture capitalist and ai evangelist they are the kind of people that see nothing but $$$ and humans are expendable"
X Link 2026-02-16T21:47Z [----] followers, [----] engagements
"@OptionsGod1 This is the new up huge 😂"
X Link 2026-02-18T02:33Z [----] followers, [---] engagements
"@RandPaul @thirdgenwidget Nothing makes me laugh like senators and congressmen pointing the finger at others when they all are the same"
X Link 2018-03-22T15:10Z [----] followers, [---] engagements
"@haveahappyday12 @RandPaul @thirdgenwidget @RonPaul Right and I have some land in Florida to sell you. Everybody who gets into politics for good or bad reasons eventually get sucked into the vortex of evil sorry the engine is so corrupt it sweeps even good people up or spits them out back into the corporate sector"
X Link 2018-03-22T16:06Z [----] followers, [--] engagements
"@BillAckman Interested in a chat about an alpha strategy ideally suited for a hedge fund structure Would love to chat with someone at ur firm"
X Link 2018-06-20T23:08Z [----] followers, [--] engagements
"$DIVY is THE best Alt in the markets -advisors love to fall prey to the marketing stories from mutual fund cos selling Alts strategies that are horrifically expensive impossible to understand when they actually work or will protect u and add little value to portfolios Here's yesterday's ETF IQ Drill Down into $DIVY which puts up some amazing numbers for an alt strategy but is also one of the hardest products to get your head around. Here's yesterday's ETF IQ Drill Down into $DIVY which puts up some amazing numbers for an alt strategy but is also one of the hardest products to get your head"
X Link 2018-08-09T13:08Z [----] followers, [--] engagements
"Time for another not so subtle reminder that having a dedicated consumer spending allocation is a very wise move particularly within a consumer driven economy like the USA $XLY $XLP $BVAL J an1999 to Aug [----] WOW"
X Link 2018-09-19T21:15Z [----] followers, [--] engagements
"Its ok to admit some other money managers are getting it done and having a Renaissance after a long period of lagging. Catch up happens fast and Yackman Fund Doing a great job in a tough tape $YACKX"
X Link 2018-11-20T05:53Z [----] followers, [--] engagements
"I love all the continued bearishness on $AAPL after todays announcement. We don't want all bulls keep coming bears.YOu should be bearish on $FB $SNAP those r radically overvalued"
X Link 2019-01-29T22:29Z [----] followers, [--] engagements
"Yes lets keep buying banks cause you know their cheap and out of favor $jpm $c $bac"
X Link 2019-02-14T14:55Z [----] followers, [--] engagements
"@RaymondCarota @TraderAmogh @AnthonyMaceroni 100% if we do slowdown u dont want $SQ $RH or anything levered to small biz and cyclical consumer exposure. Back to the staples of life then"
X Link 2019-04-24T16:01Z [----] followers, [--] engagements
"A byproduct of this terrible trade war thing is that most companies will push through price increases and when things change they will not reduce prices so there are some serious margin expansion stories coming in many names $MHK $SHW $FIVE $CMG etc"
X Link 2019-06-06T16:42Z [----] followers, [--] engagements
"@_SeanDavid Let me guess a low float company recently gone public and set up by underwriters and early investors to create a vacuum that sends stock vertical to allow more early investors to scramble out similar to Thiels $TLTY and $BYND"
X Link 2019-06-07T03:55Z [----] followers, [--] engagements
"@BluegrassCap @WTCM3 Which brand u guys think has more growth potential $DG $DLTR $FIVE"
X Link 2019-06-20T14:03Z [----] followers, [--] engagements
"@BluegrassCap @WTCM3 Love that chart $FIVE"
X Link 2019-06-20T14:10Z [----] followers, [--] engagements
"$FIVE oh my yes yes I see the HS here but from a business perspective I seriously doubt any ill effects from tariffs going up. People buying a 4.25$ item arent even looking at prices that much so u really think people fret about [----] etc BTFD this thing will double over time"
X Link 2019-06-26T19:07Z [----] followers, [--] engagements
"@SeekerRisk In case you havent checked it out heres my latest comments and some great charts on $FIVE https://www.globalbrandsmatter.com/five https://www.globalbrandsmatter.com/five"
X Link 2019-06-27T23:56Z [----] followers, [--] engagements
"@SeekerRisk @Stitcher @MebFaber BTW tremendous timing on your $FIVE buy"
X Link 2019-07-01T21:53Z [----] followers, [--] engagements
"Im always looking at down and out charts for some bottom fishing without regard to company narrative or fundamentals. $GPS and $URBN kind of intriguing. Urban outfitters is more relevant than Gap imo but Gap likely a PE and activist play at this point"
X Link 2019-07-08T20:05Z [----] followers, [--] engagements
"@HedgehogOptions And dont get me started in my baby $FIVE"
X Link 2019-07-09T15:58Z [----] followers, [--] engagements
"@SheilaDelutri I hear ya on that. Have you looked at $DIVY If youre trying to replace bond returns without the interest rate risk theres some interesting ETF strategies Ive seen. Buying bonds or proxies after this rate move scares me more than high multiple growth by a country mile"
X Link 2019-08-08T16:40Z [----] followers, [--] engagements
"@HedgeyeComm @Roku $ROKO takes a dumb old tv and makes it up to date with easy to use UI pretty smart strategy. Then u add the smart tv dominance. My only issue is once u experience the ad free world its hard to go back. I dont miss cable or the ads vs what I want when I want how I want"
X Link 2019-08-12T00:58Z [----] followers, [--] engagements
"Attention $JWM take a page from $WMT playbook and start acquiring small niche brands that can drop well into ur network. Start with @buckmasonusa the best mens casual brand I know"
X Link 2019-08-21T22:05Z [----] followers, [--] engagements
"@SheilaDelutri this ETF is very well positioned for the current environment $BVAL long low beta basket short high beta basket capture the delta"
X Link 2019-08-23T16:55Z [----] followers, [--] engagements
"@GerrardCowan great story on $BVAL brands ETF I know those guys well and love this approach. Theres only a few of us and we focus on brand relevancy scores would love to chat about how we identify the most relevant brands serving global consumers"
X Link 2019-10-08T03:32Z [----] followers, [--] engagements
"$CLX Boring Clorox has the same bearish look"
X Link 2019-10-19T13:05Z [----] followers, [--] engagements
"I sold the home builders a bit too early but rolled the money into $ROKU 30% ago so it was a great swap to me these look too extended but the story is robust $DHI"
X Link 2019-10-19T13:15Z [----] followers, [--] engagements
"@HowardWPenney FYI seems like you guys de-emphasized the top [--] best ideas section of HE site but $DPZ is still short. Im sure all those names have changed since 2018"
X Link 2020-02-20T23:31Z [----] followers, [--] engagements
"Wait so economy has bottomed so buy value and cyclicals right Ok doesnt that mean advertising will rip back Ok but why is $TTD $ROKU $FB $GOOGL lagging Hmmm"
X Link 2020-05-26T19:29Z [----] followers, [--] engagements
"@michaelsantoli Of all the absurd valuation names I find it interesting $DPZ is top of mind lol"
X Link 2020-11-16T22:49Z [----] followers, [--] engagements
"The stock aint cheap but moving in the right direction $SQ"
X Link 2021-02-23T21:35Z [----] followers, [--] engagements
"Will #Bitcoin users at $SQ always be so engaged if/when Bitcoin shows itself to be bit-con I think no"
X Link 2021-02-23T22:26Z [----] followers, [--] engagements
"@saxena_puru 99% of investor relations departments have no interest in fielding questions from investors. They talk to analysts big investors and create average stories. The whole model needs a facelift"
X Link 2021-04-10T23:15Z [----] followers, [--] engagements
"@A_Evergreen I think things will stay volatile and not assuming these stocks all go back to ATH but just thinking the hatred is a bit overdone and many of these names have come down enough. This is the stage where people pick through the rubble to find the $ROKUs and avoid the wanna-bes"
X Link 2021-05-07T13:35Z [----] followers, [--] engagements
"If u like high monthly income 7% check out the $HNDL ETF. Can u imagine selling calls on this if u believe we will see higher inflation trending and worried about your bond portfolio check out the gold hedged bond $GLDB Heres my podcast chat with the PM https://www.globalbrandsmatter.com/podcasts https://www.globalbrandsmatter.com/podcasts"
X Link 2021-06-02T01:46Z [----] followers, [--] engagements
"@elonmusk Heres a idea: what if Tesla hired a real COO operator and/or outsourced production of 3/Y to $TM @Toyota and became a house of EV Brands like bringing LucidMotors into the @Tesla $TSLA famiky for manufacturing scale. Growth goes vertical"
X Link 2021-07-21T13:42Z [----] followers, [--] engagements
"@HedgeyeComm $VIAC I mean Pluto putting up $ROKU numbers looks like and Viacom in total worth half of ROKU I mean this is activist deep value no"
X Link 2021-08-05T14:35Z [----] followers, [--] engagements
"Yes Ill be buying more $PTON tomorrow. I dont even have to think about it for a second"
X Link 2021-08-26T20:18Z [----] followers, [--] engagements
"@McGroartyRobert @_SeanDavid Bingo IMO they need youth and fashion and maybe some of those creative glasses 😂 or just sell to LVMH and be done so I can move on. Its been a boring ride with $CPRI"
X Link 2021-09-10T18:20Z [----] followers, [--] engagements
"@hmeisler @JeffMacke H pssst $LEVIS were for the 80s and 90s we need to get you an updated swanky brand"
X Link 2021-10-22T19:38Z [----] followers, [--] engagements
"@Couch_Investor The whole thing is just so stupid 😂 but buy some digital sneakers Im a $NKE holder. Please buy [--] pair"
X Link 2021-11-21T15:29Z [----] followers, [--] engagements
"No idea if $MNST $STZ deal is for real or gets done but imo it just highlights a key theme I see for 2022: massive M&A. Ibankers and private equity are gonna be very busy $MS $GS $KKR $BX $CG $APO"
X Link 2021-11-22T04:26Z [----] followers, [--] engagements
"@cfromhertz @hmeisler @davidfaber David looks a bit too fancy to roll through costco unless they have reclaimed barn wood floors and concierge service lol I doubt david and I love him does any of the "house chores" god bless him im still working on that"
X Link 2021-12-09T21:42Z [----] followers, [--] engagements
"10/ from perceived luxury brand perspective no surprise $AAPL #1 with $LULU surprising #2 but I think this is the guilty pleasure people have even if not traditional luxury not super cheap stuff but quality and #3 tied in pure luxury @Porsche @ScuderiaFerrari $RACE $LVMUY"
X Link 2021-12-16T23:30Z [----] followers, [--] engagements
"11/in home improvements and upgrades category no surprise $HD was #1 $WSM @potterybarn brands #2 $LOW #3 with $RH $TGT right there. RH continues to have lots of room for better brand love and recognition but they actually have to care about to too"
X Link 2021-12-16T23:30Z [----] followers, [--] engagements
"Merry Xmas What brands were a big part of your holiday Ours dominated by $LULU @Athleta @Converse $ULTA $SBUX @VANS_66 $TGT @buckmasonusa $URBN Brandy Melville @AviatorNation LOVE your stuff. @RideShimano @JamesPerse Craft Athletics @Nordstrom @nordstromrack $JWN $NKE"
X Link 2021-12-25T21:35Z [----] followers, [--] engagements
"@Mike_Taylor1972 I couldnt agree more mike. So the question becomes do u mean the small cap growth category and/or the $ARKK type names We would love to hear how youre playing that thematic. Happy new year"
X Link 2021-12-29T14:46Z [----] followers, [--] engagements
"@GoodForAll6 Or $LEN $DHI $SHW too"
X Link 2021-12-30T02:50Z [----] followers, [--] engagements
"Im starting a FOMO etf that shorts stocks where incompetent management teams FOMO and make silly acquisition and decisions at absolutely the wrong time. The back test is sound with $PTON $TDOC $SQ $AFTPY $UBER $ZM to name a few"
X Link 2022-02-10T21:30Z [----] followers, [--] engagements
"$AMD $INTC From [----] IPO of AMD to 10/2014 when Lisa Su took over as AMDs CEO AMD stock was generally a horrendous performer. Since Lisa became CEO stock=a whopping 3510% v 160% for $SPY. New leadership new direction faltering competition=wicked combination 4outperformance"
X Link 2022-02-28T18:00Z [----] followers, [--] engagements
"The total lifetime economic burden associated with child abide and neglect is approximately $430Billion. This burden rivals the cost of stroke and type [--] diabetes. Not to mention the compounding effect on the next gen of kids. We all need to get more hands on with our kids"
X Link 2022-03-27T17:35Z [----] followers, [--] engagements
"@Shawn223886112 Trade around your qqq position its a hella good environment for that. Or have some $QYLD and get paid like 12% covered calls nasdaq and reinvest so when we bottom u have both"
X Link 2022-04-14T19:26Z [----] followers, [--] engagements
"@BarrySchwartzBW If u had to own just [--] stock for the next [--] years what would it be"
X Link 2022-04-15T23:23Z [----] followers, [--] engagements
"Can u guess how many mixed or WTF quarters $GOOGL has had since the ipo In all that time and with the vol attached owners return $4500% ish vs 275% for $SPY u can get lathered up and try & time every move & pay taxes or u BTFD when panic arrives"
X Link 2022-04-26T23:01Z [----] followers, [--] engagements
"Lets open this to everyone: Pretend there was no AWS. Whats $AMZN market cap today Is the company currently profitable Whats the margin structure Whats that multiple Most important: is $TGT or $WMT or $etsy or $dg a better biz to invest in a retail"
X Link 2022-04-29T15:25Z [----] followers, [--] engagements
"@MrTopStep Why u think that is Whats the reason for the shift Shift to where Cash Bonds Etc $$ has to go somewhere eventually"
X Link 2022-04-29T23:04Z [----] followers, [--] engagements
"@paulcerro @ocshree @Wild_Bill32 @BrownBearInvest Lets just agree its not a matter of if but when $PTON sees 3b market cap or gulp 50% lower still 😂"
X Link 2022-05-05T03:17Z [----] followers, [--] engagements
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