@StockMarketNerd Stock Market Nerd
There is no information about Brad Freeman in the provided tweets. The tweets appear to be about various companies, stocks, and market trends, but do not mention Brad Freeman. Therefore, there is no current event to report about him.
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Social Influence
Social category influence finance #3484 stocks 51.49% technology brands 25.37% social networks 2.99% products 0.75% financial services 0.75% countries 0.75% cryptocurrencies 0.75%
Social topic influence ai 7.46%, $sofi #118, market #290, strong 4.48%, $shop #244, software #1077, $pltr 4.48%, $googl 4.48%, balance sheet #2000, $axon #12
Top accounts mentioned or mentioned by @sharestepai @winnerinvestor @throwabull @staysaasy @tegridybanks @vanisleinvestor @hhhypergrowth @stockmeetups @futureman1977 @invest_alph @cluelessfund @anandragn @nikoliasgoninus @gothburz @benioff @futurenvesting @therealbirnbaum @ocshree @eddiejones26905 @concentrader1
Top assets mentioned RAI Finance (SOFI) Shopify Inc (SHOP) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Axon Enterprise, Inc. (AXON) Cloudflare, Inc. (NET) Amazon.com, Inc. (AMZN) Datadog Inc (DDOG) Robinhood Markets, Inc. (HOOD) Metadium (META) PayPal Holdings Inc (PYPL) Apple, Inc. (AAPL) Uber Technologies, Inc. (UBER) AppLovin Corporation (APP) Now Coin (NOW) Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) NuCypher (NU) Microsoft Corp. (MSFT) DraftKings Inc. Class A Common Stock (DKNG) UiPath, Inc. (PATH) Duolingo, Inc. (DUOL) Broadcom, Inc. (AVGO) Novo-Nordisk (NVO)
Top Social Posts
Top posts by engagements in the last [--] hours
"Pot. Kettle. Black"
X Link 2026-02-11T04:24Z 190.2K followers, 34.7K engagements
"@SoFi @LizThomasStrat @fundstrat No need to get into gambling. Thats what this is. Focus on building member wealth not destroying"
X Link 2026-02-05T17:03Z 190.2K followers, [----] engagements
"$APP earnings snapshot:"
X Link 2026-02-11T21:14Z 190.2K followers, 23.9K engagements
"My detailed $NET earnings review: a. Cloudflare [---] b. Key Points c. Demand d. Profits e. Balance Sheet f. Guidance & Valuation g. Call h. My Take https://www.stockmarketnerd.com/cloudflare-q4-2025-earnings-review/ https://www.stockmarketnerd.com/cloudflare-q4-2025-earnings-review/"
X Link 2026-02-13T02:15Z 190.2K followers, [----] engagements
"In conclusion the $MAGS chart is either extremely bullish or extremely bearish. Hopefully this helps"
X Link 2026-02-14T17:36Z 190.2K followers, 14.2K engagements
"$AMZN earnings snapshot:"
X Link 2026-02-05T21:34Z 190.2K followers, 64.6K engagements
"I would like $SOFI to avoid getting into sports prediction market contracts. If their goal is to help users get their money right. Then offering a way to gamble on sports with brokerage funds is immensely counterproductive. I hope the rumors from last week dont come to fruition. So many other ways to find more growth in ways that align with your member bases interests. https://twitter.com/i/web/status/2020515377877258386 https://twitter.com/i/web/status/2020515377877258386"
X Link 2026-02-08T15:09Z 190.2K followers, 21.6K engagements
"$DDOG earnings snapshot:"
X Link 2026-02-10T14:15Z 190.2K followers, 21.5K engagements
"$DKNG earnings snapshot: This one always needs more context. Good outcome luck & the large jackpot helped the Q4 beats. Thats not structural or exciting just like them missing because of bad outcome luck in other quarters wasnt concerning. BUT the [----] guidance is awful & not terribly surprising. State level volume data had been looking so resilient and strong amid the prediction market competition. This sharply changed about a month ago as warning signs out of New York showed volume growth turning negative. The slowdown was aggressive large & beyond things like event timing. That basically"
X Link 2026-02-12T21:39Z 190.2K followers, 17.7K engagements
"News of the week published. $NET $HOOD $SHOP $DDOG earnings reviews published. Portfolio & performance vs. the S&P updated. Link in bio to read all of that or a new $AXON deep dive or one of [--] other reviews & so much more. Happy weekend"
X Link 2026-02-14T16:19Z 190.2K followers, [----] engagements
"Burry openly & pointedly engaging with influencers on here just made this app way more entertaining 🍿"
X Link 2026-02-14T22:25Z 190.2K followers, 15.4K engagements
"@cluelessfund Commenting on Chamath saying Buffett was good at his job because of insider info on a recent podcast"
X Link 2026-02-15T18:27Z 190.2K followers, [---] engagements
"@throwabull Debate victor odds. Amit slight underdog because of how big the Burry cult is on here but I am exceedingly confident Amit wins in [--]. Cant be winning debates when you Just block every time someone disagrees"
X Link 2026-02-15T18:29Z 190.2K followers, [---] engagements
"Anthropics CEO is telling the world theyre going to make software engineering obsolete in 6-12 months. Here are some of their current job listings"
X Link 2026-02-06T18:14Z 190.2K followers, 289.4K engagements
"I wonder what $APP wouldve done today if it didnt comfortably beat & raise on every metric"
X Link 2026-02-12T15:11Z 190.2K followers, 19.9K engagements
"Breaking: $AAPL falls as [--] y/o vibe codes a new iPhone with a slightly better camera & battery in his dorm room. Rumor has it he will soon ask Gemini to do the same thing for the iPad no cap. Importantly make no mistakes is a default piece of his prompts"
X Link 2026-02-12T19:10Z 190.2K followers, 19.8K engagements
"Should be an interesting afternoon earnings session 🍿"
X Link 2026-02-12T20:08Z 190.2K followers, 18.5K engagements
"To every executive not in their blackout period who has seen their stock cut in half due to AI concerns. To the CEOs telling us how misunderstood their companies are: Insider purchases speak so much more loudly than words. Show us how convinced you are with your personal wallets. Or dont & do what you want. Im just a nerd. https://twitter.com/i/web/status/2022127687582564462 https://twitter.com/i/web/status/2022127687582564462"
X Link 2026-02-13T01:56Z 190.2K followers, 27.4K engagements
"I just read a tweet from a fund manager comparing software companies to asbestos. Getting closer"
X Link 2026-02-13T16:37Z 190.2K followers, 30.5K engagements
"@anandragn Maybe less bravado than Sam but everyone has less bravado than Sam and hes a bit of a used car salesman too IMO"
X Link 2026-02-14T18:09Z 190.2K followers, [----] engagements
"@nikitabier @BullTheoryio You should partner with former X CFO Anthony Noto & $SOFI in my humble opinion"
X Link 2026-02-14T19:59Z 190.2K followers, [---] engagements
"Snapshot of yet another strong $SHOP quarter:"
X Link 2026-02-11T12:38Z 190.2K followers, 17.3K engagements
"Well AI is killing software & taking every job & maybe diabolically evil & also a gigantic waste of money. But happy weekend"
X Link 2026-02-13T22:55Z 190.2K followers, 13.7K engagements
"@nikoliasgoninus Yes if Chamath has one of the best investing careers out of anyone ever then this could change My money is on Buffett"
X Link 2026-02-15T18:30Z 190.2K followers, [---] engagements
"Whats you highest conviction holding right now"
X Link 2025-10-13T13:47Z 190.1K followers, 171.1K engagements
"Snapshot of another strong $SOFI Quarter:"
X Link 2025-10-28T11:20Z 190.1K followers, 142.9K engagements
"If your response to this is "just short it" then: 1) I don't short. I always root for bulls. I just also practice critical thinking. 2) I don't time macro cycles. If macro stays fun this will keep doing very well. 3) If data on a stock you own makes you upset that's on you"
X Link 2025-11-11T00:41Z 190K followers, [----] engagements
"$PATH seems to be attracting a lot of growth investors lately. But consensus estimates for its next fiscal year call for 9% Y/Y revenue growth. 8% growth the year after that. Are those expectations way off If so what are analysts missing Why doesnt this deserve to be cheap"
X Link 2026-01-18T15:29Z 190.1K followers, 44.7K engagements
"Thoughts on the software selloff & AI risks:"
X Link 2026-01-20T20:06Z 190K followers, 29.7K engagements
"$AXON is what pretty compounding looks like:"
X Link 2026-01-27T00:05Z 190.1K followers, 29.1K engagements
"$META Earnings Snapshot:"
X Link 2026-01-28T21:14Z 190.1K followers, 31.1K engagements
"$NOW Earnings Snapshot:"
X Link 2026-01-28T21:38Z 189.8K followers, 36.5K engagements
"$AAPL earnings snapshot:"
X Link 2026-01-29T21:45Z 190.1K followers, 17.5K engagements
"Snapshot of another strong $SOFI quarter:"
X Link 2026-01-30T12:29Z 190K followers, 100.8K engagements
"Banking on a $DUOL recovery when their social media trends look this bad feels risky. Their organic growth engine is still broken. Still TBD on fixes working. @tickerplus been all over this"
X Link 2026-01-30T15:04Z 189.9K followers, 37.6K engagements
"Fun fact: $SOFI multi-year revenue guide represents targets 14% of [----] consensus estimates. And a significantly larger beat for [----]. Their track record for meeting multi-year estimates is also excellent. 💪"
X Link 2026-01-30T15:10Z 190.1K followers, 23.7K engagements
"My detailed $SOFI earnings review: a. Key points b. Demand c. Profits & Margins d. Credit health Cap market access & balance sheet e. Guidance & Valuation f. Call Highlights g. My take https://www.stockmarketnerd.com/sofi-earnings-review-2/ https://www.stockmarketnerd.com/sofi-earnings-review-2/"
X Link 2026-01-30T20:44Z 189.9K followers, 14K engagements
"Man some of these software companies are so high-quality but way too expensive. So many a few months ago Theyre going way lower. So many today Sentiment follows price"
X Link 2026-01-31T20:34Z 189.9K followers, 13.2K engagements
"Ive been able to start positions in a few new companies over the last few months that have always been way too expensive for me to own. Not anymore. They can go lower. Most of their charts are ugly. But their fundamentals are fine. Their multi-year forward estimates are stable or rising. Their own forward guidance is perfectly healthy. Their multiples have fallen a ton & are now actually reasonable. So if they do go lower Ill keep religiously tracking financial data & say thank you if that data remains good. Ill be grateful when healthy companies see their stocks break for reasons other than"
X Link 2026-01-31T21:40Z 190.1K followers, 26.2K engagements
"Holy $PLTR [----] revenue guide. 61% growth guide vs. 43% growth expectations following a Q4 beat. Different league. Earning that sky-high multiple"
X Link 2026-02-02T21:09Z 190K followers, 24K engagements
"Another masterpiece from $PLTR 👏"
X Link 2026-02-02T21:30Z 190K followers, 43.1K engagements
"$PLTR earnings review: a. Palantir [---] b. Key Points c. Demand d. Profits & Margins e. Balance Sheet f. Guidance & Valuation g. Call Presentation & Karp Letter Notes h. Take https://www.stockmarketnerd.com/palantir-q4-2025-earnings-review/ https://www.stockmarketnerd.com/palantir-q4-2025-earnings-review/"
X Link 2026-02-03T03:22Z 189.9K followers, [----] engagements
"A low multiple and a massive buyback for $PYPL are only compelling if the core business is not in permanent decline. Not when that business shows no signs of stabilization. Not when they roll out their new checkout to customers painfully slowly with Apple Google Shopify Affirm & more all offering better options. Not when shelling out more promos is the only thing you can do to stop the leaky bucket that is your main products market share. Not when you pull the I-Day targets you set [--] months ago. Not when every piece of innovation fails to move the needle at all. Not when your most exciting"
X Link 2026-02-03T12:43Z 190K followers, 65K engagements
"Nice $SOFI upgrade from JP Morgan today. 1) Great underlying demand trends. 2) Strong profit ramp. 3) Rising confidence in those two things continuing. 👀🙂👍"
X Link 2026-02-03T12:56Z 190K followers, 22.8K engagements
"Snapshot of a bad $PYPL quarter:"
X Link 2026-02-03T13:19Z 190.1K followers, 20.7K engagements
"Panic selling great firms at a fair price when 💩 hits the fan is routinely an awful decision over the long haul. Staying the course w/those firms when doing so feels most anxiety-provoking is routinely a good decision. Fundamentally healthy Now cheaper Thats a good thing"
X Link 2026-02-03T17:37Z 190K followers, 19.2K engagements
"Are you guys sure you want these markets to be open 24/7"
X Link 2026-02-03T18:38Z 190.1K followers, 22.4K engagements
"$AMD earnings snapshot:"
X Link 2026-02-03T21:31Z 190K followers, 36.7K engagements
"My detailed $AMD & $PYPL earnings reviews: Thorough coverage of financials investor materials & my take. https://www.stockmarketnerd.com/amd-paypal-earnings-reviews/ https://www.stockmarketnerd.com/amd-paypal-earnings-reviews/"
X Link 2026-02-04T04:15Z 190.1K followers, 13.1K engagements
"I think the $UBER miss today is a byproduct of changing to an adjusted net income disclosure (which includes SBC). I think there was some analyst modeling confusion. Why every other profit metric looks materially better vs. consensus"
X Link 2026-02-04T13:09Z 190.1K followers, 26.4K engagements
"We expect U.S. trip & bookings growth to accelerate further in [----]. $UBER sucks at dying"
X Link 2026-02-04T14:25Z 190.1K followers, 26.6K engagements
"Thats it. Im telling Anthropic to vibe code Anthropic. Two can play this game"
X Link 2026-02-04T16:05Z 190.1K followers, 10.1K engagements
"$PLTR is probably the most impressive company I follow in terms of profitable compounding. Anyone who disagrees go check out their last 5-10 earnings reports. Masterful. Yet $PLTR does not deserve 90X forward sales like it was getting in September. It deserves it more than everyone else. But it still doesnt deserve it. Why Because nobody does. Because even for the company I cover with the best execution price matters. https://twitter.com/i/web/status/2019085477417017485 https://twitter.com/i/web/status/2019085477417017485"
X Link 2026-02-04T16:27Z 190.1K followers, 30.7K engagements
"Im playing chess not checkers"
X Link 2026-02-04T20:20Z 190K followers, 46.7K engagements
"Holy moly. $180B CapEx guide from $GOOGL. 50% above consensus. $AVGO & other partners rejoice"
X Link 2026-02-04T21:09Z 190.1K followers, 51.1K engagements
"$GOOGL earnings snapshot:"
X Link 2026-02-04T21:15Z 190K followers, 24.5K engagements
"My detailed $UBER & $GOOGL earnings reviews: Thorough coverage of financials investor materials & my take on the quarters. https://www.stockmarketnerd.com/alphabet-uber-earnings-reviews/ https://www.stockmarketnerd.com/alphabet-uber-earnings-reviews/"
X Link 2026-02-05T04:36Z 190.1K followers, [----] engagements
"Cut a core holding today. Signs of fundamental fragility popping up Used proceeds to add to other core holdings. Updated holdings & performance vs. the S&P 500: https://www.stockmarketnerd.com/cutting-a-position-performance-updates/ https://www.stockmarketnerd.com/cutting-a-position-performance-updates/"
X Link 2026-02-05T16:01Z 189.9K followers, 19K engagements
"Maybe the most $HIMS day ever: Excitedly adding a Wegovy knock-off weight loss pill in the morning. $NVO legal action announced a few hours later"
X Link 2026-02-05T16:06Z 190.1K followers, 75.3K engagements
"Man am I glad I plugged my nose took a deep breath stuck to the process & leaned into healthy companies as their multiples fell. me in the future probably"
X Link 2026-02-05T16:38Z 189.9K followers, 10.9K engagements
"Woah $PYPL is pretty cheap & buying ba"
X Link 2026-02-05T17:37Z 190.1K followers, 11.3K engagements
"$AMZN is going to guide to [---] gazillions in [----] CapEx arent they"
X Link 2026-02-05T18:34Z 190.1K followers, 21.3K engagements
"Mega-caps: Were spending more because demand is so good. Investors:"
X Link 2026-02-05T18:35Z 190K followers, 40.9K engagements
"@gothburz Make Post Formats Like This Illegal"
X Link 2026-02-05T19:15Z 189.9K followers, [----] engagements
"$TEAM down 70% over the last year. Stable forward estimates during that time. FCF multiple from 43x to 14x during that time. Beats & raises across the board tonight. Punished more. Sums up the current mindset towards software"
X Link 2026-02-05T23:00Z 190.1K followers, 28.4K engagements
"Oh boy. Regulatory risks continuing to play out. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-06T00:08Z 189.9K followers, 12.4K engagements
"My detailed $AMZN earnings review: Thorough coverage of financials the call & my take. https://www.stockmarketnerd.com/amazon-earnings-review-2/ https://www.stockmarketnerd.com/amazon-earnings-review-2/"
X Link 2026-02-06T03:01Z 190.1K followers, [----] engagements
"Well maybe public CEOs shouldnt tweet like this or intentionally call attention to short squeezes right before planned sales"
X Link 2026-02-06T15:16Z 190K followers, 16.8K engagements
"@agnostoxxx $20M commitment from McDermott but yeah would love to see more sticking neck out from sector"
X Link 2026-02-08T22:18Z 189.9K followers, [----] engagements
"Hey @Benioff & every CEO of every software company being indiscriminately panic sold & treated as falling dinosaurs. Now would be an amazing time to purchase some shares on the open market. Signal your confidence in the longevity of your growth curves with your wallets. Or dont & let the talking heads keep declaring the simultaneous demise of your entire sector. What do I know. Im just a wee nerd"
X Link 2026-02-09T00:11Z 189.8K followers, [----] engagements
"@staysaasy @Benioff They are. Earnings call is more than [--] days away"
X Link 2026-02-09T02:31Z 189.9K followers, [--] engagements
"Supporting $HIMS because you think theyre fighting the good fight is one thing. I think what they do seriously damages biotech R&D incentives & makes companies less likely to develop new drugs. But if you think theyre the good guy here then fine. I see both sides. Still having that point of view doesnt require you investing your dollars. You can cheer for them from the sidelines. & continuing to pour those dollars into this business & stick your neck out for this team makes very little sense to me. Youre unconditionally supporting a company gearing up for years of lawsuits risks to their core"
X Link 2026-02-09T15:25Z 190K followers, 32.6K engagements
"@TegridyBanks @Futurenvesting I think offering people ways to access contracts directly tied to investing fed rates or GDP numbers etc. is better. Still a bit of a slippery slope but not as blatantly bad"
X Link 2026-02-09T15:32Z 190K followers, [--] engagements
"@Investor_JPD Totally fair pushback. Just need to find a way to arrive at cheaper access outcome without making drug development a lot less compelling due to exclusive IP window loopholes. And I dont have a good answer for what that should look like"
X Link 2026-02-09T15:55Z 190K followers, [---] engagements
"@TX_Outsider_ Wiz + SentinelOne sounds compelling under the Google Cloud umbrella"
X Link 2026-02-09T16:50Z 190K followers, [---] engagements
"@TheRealBirnbaum You are brave and I hope you look extremely right in the future"
X Link 2026-02-09T17:49Z 190K followers, [---] engagements
"@Kross_Roads 🤝🤝 you made so much $ on $PLTR im sure this is a blip"
X Link 2026-02-09T17:49Z 190K followers, [----] engagements
"@options_selling Been the case since the IPO"
X Link 2026-02-09T21:50Z 190K followers, [---] engagements
"Nice MoffettNathanson $SHOP upgrade. An AI winner In software Strong channel checks No evidence of disruption More market share gains You kiddin me Color me shocked. 😉"
X Link 2026-02-09T22:54Z 190K followers, 10.8K engagements
"@SharestepAI They tried Shopify Fulfillment Network. But failed and rightfully pivoted"
X Link 2026-02-09T23:22Z 190K followers, [---] engagements
"In the future I think were going to look back on these last few months & think man am I immensely grateful that Mr. Market was convinced the entire software sector was dead"
X Link 2026-02-10T15:15Z 190K followers, 13.8K engagements
"@_MAGA_Patriot Isnt it funny that these reactions are happening today and companies like $NOW that beat & raised (against stable expectations) and got punished"
X Link 2026-02-10T15:27Z 190K followers, [---] engagements
"All it took was $DDOG missing on every [----] guidance metric to get people excited about software again. Yes I know they always under-promise but still. Mr. Market youre a weirdo. 😂"
X Link 2026-02-10T15:30Z 190K followers, 18.4K engagements
"@ocshree Poorly worded on my part. Guide & estimate both were $0.55 so they beat each of those by $0.04"
X Link 2026-02-10T16:57Z 190.1K followers, [---] engagements
"This is sorta what can happen when a company gets 40% of their revenue from very cyclical crypto & options retail markets. And the cycle gets less fun. Good news for bulls is that the 40% was 50% a few quarters ago. And if regulators will let people gamble on sports though their app that should be less a cyclical for growth driver than their other products"
X Link 2026-02-10T21:27Z 190.1K followers, [----] engagements
"$NET earnings snapshot:"
X Link 2026-02-10T22:37Z 190.1K followers, 15.1K engagements
"@CoorsLightCEO democratization"
X Link 2026-02-10T23:26Z 190K followers, [---] engagements
"@wilson_eth Badge of honor"
X Link 2026-02-11T12:42Z 190K followers, [---] engagements
"Welcome to $META Mr. Ackman. What a wonderful dose of confirmation bias. 😂"
X Link 2026-02-11T15:56Z 190K followers, [----] engagements
"Sell software because reports were good & too many people have jobs right now so the seat-based AI risk isnt playing out. Mr. Market"
X Link 2026-02-11T16:11Z 190.1K followers, 20.8K engagements
"@PythiaR They were safe at 9:30 but then those darn vibe coders got to them"
X Link 2026-02-11T22:07Z 190.1K followers, [----] engagements
"@EddieJones26905 Their guide cleared consensus by 4%+ so the Q/Q decel vs. last year was fully expected for a name that had been already nearly cut in half"
X Link 2026-02-12T15:26Z 190.1K followers, [---] engagements
"@TheStalwart Im vibe coding a response to this right now"
X Link 2026-02-12T18:24Z 190.1K followers, [----] engagements
"@concenTRADER1 @prtllyfnctnl Ok. Wait to see how it plays out while the data keeps coming. Trust a CEOs words over the actual financial forecasts hes explicitly giving you that sharply missed already vastly lowered street targets"
X Link 2026-02-12T23:35Z 190.1K followers, [--] engagements
"@VanIsleInvestor Whos denying that business models will need to evolve"
X Link 2026-02-13T15:06Z 190.1K followers, [--] engagements
"@BigTimeBlazo Yes ServiceNow is asbestos. 👍"
X Link 2026-02-13T16:54Z 190.1K followers, [---] engagements
"@hhhypergrowth @invest_alph Everything amazing except the [----] profit guide and I would put a lot of $ on their [----] EBIT ending up above pre-call consensus. & when theyre accelerating this meaningfully and this well positioned in AI spending makes sense"
X Link 2026-02-13T20:23Z 190.1K followers, [---] engagements
"Love reading this narrative violation"
X Link 2026-02-14T17:25Z 190.1K followers, [----] engagements
"Understanding the cash flow statement is vital for investors. Luckily its just a bunch of arithmetic & lingo. Once you learn it itll feel easy. Heres a short thread on the cash flow statement what to know where to focus & why to care:"
X Link 2022-12-21T12:58Z 190.1K followers, 274.2K engagements
"What's your favorite sub $10 billion stock"
X Link 2024-03-28T14:41Z 190.1K followers, 278.2K engagements
"Positive $NU note from BofA: 1) AI powering Brazil re-accel without added balance sheet risk. 2) Merchant banking growth opportunity in Brazil is "as attractive as retail mass market [--] years ago." 3) Making progress on better serving high-income individuals in Brazil. 4) Mexico now nearing profitability as it gears up to add more products like payroll loans. 5) Expected churn following Mexico deposit yield cut (as it shifts some focus to monetization) has stabilized. 6) Raised [----] & [----] net income estimates by 8% & 5% respectively. Moved target from $16 to $18 -- maintained neutral rating."
X Link 2025-11-26T16:17Z 190.1K followers, 36.1K engagements
"Selling enterprise software because $CVLT had a bad report is sort of like selling digital advertising because $SNAP had a bad report"
X Link 2026-01-27T15:36Z 190.1K followers, 14.6K engagements
"$MSFT erases nearly half a trillion in market cap on its worst session in years because it slightly misses a random buy-side # on Azure growth guidance & the EBIT forecast was less than 1% light. It's casual. Imagine if it was actually a bad quarter"
X Link 2026-01-29T17:20Z 190.1K followers, 40.6K engagements
"$NU just got conditional approval for its U.S. bank charter. 👀"
X Link 2026-01-29T19:28Z 190.1K followers, 12.8K engagements
"My detailed $AXON deep dive: [--]. Team & story [--]. Connected Devices Category [--]. Software Category [--]. New Market Opportunities [--]. Risks [--]. Financials [--]. Conclusion A [--] minute read to become an expert on this fascinating companys platform. Enjoy 🙂🤓 https://www.stockmarketnerd.com/axon-deep-dive/ https://www.stockmarketnerd.com/axon-deep-dive/"
X Link 2026-02-01T15:25Z 190.1K followers, 55.9K engagements
"Either every single software company is going ex-growth at exactly the same time or there are some pretty darn compelling opportunities out there"
X Link 2026-02-03T15:55Z 190.2K followers, 31.9K engagements
"ICYMI: My $AXON deep dive from earlier in the week: Everything you need to know about the business prospects financials & risks. https://www.stockmarketnerd.com/axon-deep-dive/ https://www.stockmarketnerd.com/axon-deep-dive/"
X Link 2026-02-06T16:37Z 190.2K followers, [----] engagements
"The people telling you all software is dead are the same people who told you $GOOGL Search had peaked & their AI Overviews would never monetize a year ago"
X Link 2026-02-09T16:10Z 190.1K followers, 26.2K engagements
"How has $S not been sold to someone yet"
X Link 2026-02-09T16:20Z 190.1K followers, 13.5K engagements
"$HOOD earnings snapshot:"
X Link 2026-02-10T21:23Z 190.2K followers, 28.1K engagements
"I think [----] will be the year when it becomes clear to everyone how cyclical the $HOOD growth engine is. This is an innovative company. They have product that resonates with a lot of people. Theyve executed very well. Still cant think of this as a structural compounder like a $CRWD or a $NET. Not when so much of their growth comes from wildly cyclical options & crypto transaction volume. Silver lining for bulls is the 45% you see in the post below is now 40% as of this Q. Other silver lining is that I think most people know this already so maybe its already priced in. We shall see. 45% of"
X Link 2026-02-10T21:48Z 190.1K followers, 41.3K engagements
"The entire fintech sector is making the $SOFI Q4 print look even more impressive"
X Link 2026-02-10T22:38Z 190.1K followers, 41K engagements
"Welcome to $META Mr. Ackman. What a wonderful dose of confirmation bias. 😂 (Slide from their investor presentation)"
X Link 2026-02-11T15:59Z 190.2K followers, 17.8K engagements
"Do as I say not as I do"
X Link 2026-02-11T19:05Z 190.1K followers, 26.6K engagements
"The year is 2050: Cars fly. Minds are read. $AAPL is nearing its upgraded Siri launch this time for real"
X Link 2026-02-11T20:12Z 190.1K followers, 16.5K engagements
"Minimal dent in handle Go look at the weekly data youre calling irrelevant. Feel free to shrug off that growth falling off a cliff. Yes their core business ceding market share which it clearly is will be a bigger drag than adding prediction markets in the remaining states they dont operate. Do you see any benefit from that launch in this guide Because I sure dont. Feel free to keep waiting for states to finally legalize iGaming. Jason has been optimistic about that for about [--] years now. Maybe now is finally the time more states will open up. Its very cheap. So maybe all of the bad is priced"
X Link 2026-02-12T23:28Z 190.1K followers, [---] engagements
"@Aagam4474 Love it. McDermott $20M commitment too. Saw somewhere an $SPGI insider bought some shares. Keep em coming"
X Link 2026-02-13T02:12Z 190.1K followers, [---] engagements
"Is this what he meant by new rails An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"
X Link 2026-02-13T15:14Z 190.1K followers, 16.5K engagements
"@Anthony_IV Same on the October note"
X Link 2026-02-13T22:27Z 190.2K followers, [----] engagements
"Offering members ways to select Fed rate outcomes or GDP growth estimates can give them ways to hedge risk in different ways. Betting Seahawks ML doesnt really do that. But there are very few prediction market lines that I think actually fit into that very small category of appropriate for them. Must be tied directly to markets & portfolio risk. https://twitter.com/i/web/status/2020886452817502657 https://twitter.com/i/web/status/2020886452817502657"
X Link 2026-02-09T15:44Z 190.2K followers, [--] engagements
"@RileyIsBuilding Are traditional banks expecting a 40% profit CAGR for the next [--] years (no) or profit growth factors higher than GDP growth (also no)"
X Link 2026-02-10T23:09Z 190.2K followers, [----] engagements
"$RBRK exceeded all guidance metrics for Q4 based on preliminary results just published in an 8K. Their CRO is also leaving for another role & they internally promoted the replacement (Jesse Green)"
X Link 2026-02-04T22:33Z 190.2K followers, 53.6K engagements
"Stop spending on AI because its a waste of money but also AI is going to replace every single software company. Mr. Market right now"
X Link 2026-02-06T00:56Z 190.2K followers, 72.5K engagements
"Detailed $HOOD & $SHOP earnings reviews: a. Key points b. Demand c. Profits d. Balance Sheet e. Guide & Valuation f. Call & release g. My Take Links to $DDOG $PLTR & [--] other reviews. Links to my $AXON deep dive & my portfolio/performance too. https://www.stockmarketnerd.com/robinhood-shopify-earnings-reviews/ https://www.stockmarketnerd.com/robinhood-shopify-earnings-reviews/"
X Link 2026-02-12T03:53Z 190.2K followers, 16.8K engagements
"Dang AI is vibe coding semi trucks now"
X Link 2026-02-12T16:35Z 190.2K followers, 12.9K engagements
"$MSFT 28% off ATHs $NFLX 43% off ATHs $META 20% off ATHs $AMZN 23% off ATHs So many other large names even more beaten up. $SPY 2.3% off ATHs Fun times"
X Link 2026-02-13T22:25Z 190.2K followers, 101.9K engagements
"Head of Instagram says its ok to use it all day. Anthropic says coding is over. Microsoft says white collar work is over. Almost like executives have natural incentives to offer opinions that benefit their valuations. Instagram CEO Adam Mosseri says using social media for [--] hours a day is not an addiction. https://t.co/85vIzJhCFH Instagram CEO Adam Mosseri says using social media for [--] hours a day is not an addiction. https://t.co/85vIzJhCFH"
X Link 2026-02-14T16:42Z 190.2K followers, 74.7K engagements
"I think theres a decent chance that Dario & Sam are this cycles SBF"
X Link 2026-02-14T17:47Z 190.2K followers, 47.9K engagements
"Im on team Amit +130"
X Link 2026-02-15T17:35Z 190.2K followers, 23.2K engagements
"Buffett Chamath Not particularly close either"
X Link 2026-02-15T18:00Z 190.2K followers, 37.8K engagements
"@forwardcap 😂 I will say though thank you to Chamath for bringing $SOFI public"
X Link 2026-02-15T18:34Z 190.2K followers, [---] engagements
"@MisterSpread I have no skin in game just thought Amit handled himself better in that exchange"
X Link 2026-02-15T18:47Z 190.2K followers, [---] engagements
"Tweet of the year Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast Dario on Dwarkesh probably. Now you think its the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when https://t.co/Z0M563jeT2 Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast Dario on Dwarkesh probably. Now you think its the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when"
X Link 2026-02-16T16:46Z 190.2K followers, 37.9K engagements
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