@avgvalueinvest AvgValueInvestor
AvgValueInvestor posts on X about $ionq, $joby, $bldr, $tsla the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence stocks finance technology brands automotive brands nhl cryptocurrencies celebrities countries us election mlb
Social topic influence $ionq #81, $joby #22, $bldr #6, $tsla #851, $uber, $spy, $snap, inflation, $smci, $spx
Top assets mentioned IonQ, Inc. (IONQ) Joby Aviation, Inc. (JOBY) Builders FirstSource, Inc. (BLDR) Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER) SPDR S&P [---] ETF Trust (SPY) Snap, Inc. (SNAP) Super Micro Computer, Inc. Common Stock (SMCI) SPX6900 (SPX) NVIDIA Corp. (NVDA) SafeMoon (SFM) Iris Energy Limited (IREN) Alphabet Inc Class A (GOOGL) Oxygen (OXY) Rigetti Computing, Inc. Common Stock (RGTI) Palantir Technologies Inc. (PLTR) Archer Aviation Inc. (ACHR) Hims & Hers Health, Inc. (HIMS) D-Wave Quantum Inc. (QBTS) QuantumCore (QBS) Robinhood Markets, Inc. (HOOD) Microsoft Corp. (MSFT) Rocket Lab USA, Inc. Common Stock (RKLB) SkyWater Technology, Inc. (SKYT) Advanced Micro Devices (AMD) Rivian Automotive, Inc. (RIVN) Intel Corporation (INTC) Amazon.com, Inc. (AMZN) Metadium (META)
Top Social Posts
Top posts by engagements in the last [--] hours
"$BLDR continues to be my largest holding in my portfolio. $TSLA has moved into the second spot as I was buying a lot of shares when it was under $200. $BLDR is in a good spot and the market continues to undervalue the company"
X Link 2023-06-19T20:16Z [--] followers, [--] engagements
"With the lack of existing homes on the market builders are continuing to do well which is directly benefiting $BLDR. I still believe interest rates and mortgage rates will fall this year and continue into [----]. We should approach mortgages rates between 4-5% by [----]. $SPX"
X Link 2023-06-19T20:47Z [--] followers, [---] engagements
"I recently sold my $AMD position. This is not typical for me as I usually hold long term but this run up has been too rich for me. I began purchasing AMD in the 70s and bought on dips as I believed the stock was undervalued. The current valuation is way too high"
X Link 2023-06-20T00:59Z [--] followers, [--] engagements
"And no longer is selling below its intrinsic value. The stock was already a stretch for me but I wanted more technology in my portfolio. Hopefully it continues to go up for shareholders. Good luck to $AMD"
X Link 2023-06-20T00:59Z [--] followers, [--] engagements
"I have been adding $OXY over the last couple of weeks and will continue to add if the price stays at current levels or goes lower. I believe we are a long way away from oil demand declining to levels detrimental to the industry. American drivers demand for oil is essentially"
X Link 2023-06-20T01:04Z [--] followers, [--] engagements
"Back at pre pandemic levels. I dont see oil going too much lower from current levels (possibly could go into mid to low 60s) and there is upside. $OXY is way undervalued and trading well below intrinsic value. Also helps to have Warren Buffet gobbling up shares"
X Link 2023-06-20T01:00Z [---] followers, [--] engagements
"While Buffet increasing his ownership levels is a good thing it is not the only reason I am buying shares. On its own the companys fundamentals are very strong. The company is also paying off the debt owed to Berkshire Hathaway to fund the Anadarko deal. $OXY"
X Link 2023-06-20T01:00Z [---] followers, [--] engagements
"@SawyerMerritt @Tesla The Megapack business continues to be undervalued by the markets. Everything is FSD and this huge energy business is developing. It is very similar to Apples services business in the early days when all you heard about was iPhone shipments. $TSLA"
X Link 2023-06-20T01:12Z [--] followers, [----] engagements
"As I was discussing yesterday I believe the builders are in a great spot right now. Housing starts for May come in at 1.63M vs expectations of $1.4M. $BLDR will directly benefit from this. They are my top holding and will continue to be so. Extremely undervalued right now. $SPX"
X Link 2023-06-20T13:58Z [--] followers, [--] engagements
"Another huge day for $TSLA. Hard to believe this stock was trading at around $110 in January and was below $200 for more than half a year. Tesla is the EV market and with the growing energy business this should continue to climb. $SPX $SPy"
X Link 2023-06-20T20:24Z [--] followers, [---] engagements
"Added more $OXY on this recent dip. Will continue to grow my position on dips. I do not see a recession in the United States. About 85% of Occidentals sales volume by day is the United States. A lot of the weakness the last couple of days was International reasons. US is strong"
X Link 2023-06-24T00:30Z [--] followers, [--] engagements
"For those of you who are short term traders (I am a long term investor) the biggest concern should be the Fed. The US is not headed towards a recession right now but the Fed can quickly change that. Raising interest rates further would be an awful mistake. $SPY $SPX"
X Link 2023-06-24T00:40Z [--] followers, [--] engagements
"My experiences with FSD have been mostly positive. It is clearly getting better. With that said I think deliveries the growing energy business and new products (maybe even Dojo) are more important to the companys financials in the short/medium term. $TSLA $SPY $SPX"
X Link 2023-06-24T01:10Z [--] followers, [---] engagements
"I am closely watching the growth in OxyChem. The company raised the midpoint for full year [----] for pre-tax income. It feels like the company is setting up nicely for [----] and beyond. Looking forward to see how this year plays out and the setup for the future. $OXY"
X Link 2023-06-24T01:34Z [---] followers, [--] engagements
"Took my first ride on FSD 11.4.4. About [--] miles round trip. Was easily the best ride I have ever had. It really does keep getting better and better. While I think $TSLA valuation is reasonable without FSD if FSD hits full autonomy the sky is the limit on the valuation. $SPY"
X Link 2023-06-25T02:06Z [---] followers, [---] engagements
"FSD 11.4.4 is insanely good. All my rides have been really great. Cant believe the growth this year with FSD. So many people have no idea just how close Tesla is getting with FSD. Definitely not perfect yet but getting very close. $TSLA $SPY $SPX"
X Link 2023-06-25T15:15Z [---] followers, [--] engagements
"$BLDR $TSLA $SFM $HZO $WGO $OXY Raising interest rates at this point will only hurt the middle and lower class. Job growth right now is from small and medium sized businesses. Raising rates and slowing the economy will crush them. Also people with multiple jobs are on the rise"
X Link 2023-07-07T15:59Z [---] followers, [---] engagements
"Inflation is clearly declining. There is no reason at all why the Fed would continue to raise rates. They must pause and let the economy play out. $BLDR $TSLA $SFM $HZO $WGO $OXY"
X Link 2023-07-12T12:49Z [--] followers, [--] engagements
"Regardless of if mortgage rates fall or stay the same (I believe they will fall) $BLDR will continue to profit from the US needing millions of new homes. Extremely proud shareholder and cant wait for earnings on August 2nd. $SPY $SPX"
X Link 2023-07-14T01:25Z [--] followers, [--] engagements
"For long term investors: - The markets are getting close to that 5-10% pullback range. Time to start looking for wonderful businesses are fair prices. - Do not panic. Cheaper prices are good. - Intrinsic value $SPY $SPX $BLDR $TSLA $SFM $OXY $WGO"
X Link 2023-08-17T00:32Z [--] followers, [---] engagements
"@EventuallyCC These are facts about $BLDR: - Generated over $1 billion in CF from operations so far in [----]. - Interest expense is lower this year compared to last. - Housing starts have been strong this year - Differentiated products driving Gross Margin - Interest rates will decline in 2024"
X Link 2023-08-17T19:31Z [--] followers, [--] engagements
"@EventuallyCC The revolving credit was only $957K at Q2 [----]. They have notes due in [----] and [----]. That makes up the bulk of their debt. $BLDR will generate significant cash before then. Today was a nice day to add and I will add if it keeps falling. Time will tell"
X Link 2023-08-17T20:16Z [--] followers, [--] engagements
"It seems like the rise in yields is getting to be overdone. Bond market acting like inflation going to start rising again and in a big way. It just doesnt seem likely with shelter costs expected to start to fall and help inflation. $SPY $SPX $BLDR $TSLA $SFM $OXY $WGO"
X Link 2023-08-18T01:12Z [--] followers, [---] engagements
"The sell off today in $BLDR seems over done. This is not some high flying tech stock. This is a stock with an [--] PE. I added more stock today and will continue to add as it falls. It is too good of a company and the future is bright Housing starts are also better than expected"
X Link 2023-08-18T01:23Z [--] followers, [--] engagements
"@GP_Ut_Prosim I am a long term holder and will continue to hold so not too worried if the stock rebounds quickly. I think over the next 3-5 years this company will create much value for shareholders. Will buy more if it continues to fall. Already over 50% of my portfolio. $BLDR"
X Link 2023-08-18T02:21Z [--] followers, [--] engagements
"Market continues to fall: - Confirming pullback (down 5-10% from recent high) - Will this become a correction - Yields are falling. Maybe got a little too far ahead of themselves. - No signs of a lengthy economic downturn. $SPY $SPX $BLDR $TSLA $SFM $OXY $WGO"
X Link 2023-08-18T11:53Z [--] followers, [---] engagements
"In the investor deck for $BLDR they were assuming $400 to $450 lumber prices. So far we have been above that all year. Check out the deck. They offer nice guidance and you can adjust accordingly for higher lumber. $SPY $SPX"
X Link 2023-08-18T12:57Z [--] followers, [--] engagements
"Biggest concern for the markets I believe is the rise in delinquencies in Credit Card debt auto loans and mortgages. Student Loans will also start up again soon. If there is a recession it would be starting next quarter early [----]. $SPY $SPX $BLDR $TSLA $SFM $OXY $WGO"
X Link 2023-08-18T16:20Z [--] followers, [---] engagements
"There is way more risk in continuing to raise rates. We know shelter costs are falling and will bring down inflation this year and next. Between consumer delinquencies and a teetering banking sector they need to stop. $SPY $SPX $BLDR $TSLA $SFM $OXY $WGO"
X Link 2023-08-18T16:26Z [--] followers, [---] engagements
"Fear/Greed index has fallen into the Fear category. If this keeps going towards Extreme Fear then that would be a sign to start buying at a faster rate. $SPY $SPX $BLDR $TSLA $SFM $OXY $WGO"
X Link 2023-08-18T16:40Z [--] followers, [---] engagements
"What Jerome Powell is trying to do to the economy no unelected person or unelected governing body should do. The American people would rather 3% inflation with lower interest rates than 2% inflation with high rates. #Fed #JacksonHole $SPY $SPX $BLDR $TSLA $SFM $OXY $WGO"
X Link 2023-08-25T14:09Z [--] followers, [---] engagements
"The Fed has been consistently wrong about rates for years. #FederalReserve #Finance #JacksonHole #Stock #StockMarket $SPY $SPX $BLDR $TSLA $SFM $OXY $WGO Check out averagevalueinvestor's video #TikTok"
X Link 2023-08-26T23:58Z [--] followers, [---] engagements
"$BLDR set to release earnings before market open on Wednesday. Expectations are: - Revenue - $4.84 billion ($5.76B Q322) - EPS - $4.05 ($4.72 Q322) BLDR is completely undervalued and I am adding shares even with it being my top holding. Mortgage rates will decline. $SPY"
X Link 2023-10-31T01:26Z [--] followers, [--] engagements
"Interesting note from the 10Q of $TSLA. Through the first [--] months of [----] deferred revenue contributed $480 million on a [--] month run rate. Tesla is estimating deferred revenue will contribute $815 million in the next [--] months (balance as of 9/30/23). Pretty sizable growth"
X Link 2023-10-31T01:34Z [--] followers, [---] engagements
"Should note this is for the Automotive segment only. $TSLA $SPY $SPX"
X Link 2023-10-31T01:41Z [--] followers, [--] engagements
"Kreider on the power play. A tale as old as time Fox is just unbelievable #NYR"
X Link 2023-10-31T01:53Z [--] followers, [--] engagements
"@Serge29948835 @MesserZak This has been my largest holding since the early days of the pandemic so it has been a huge winner. On a Free Cash Flow per share perspective and calculating Intrinsic Value I believe the company is still undervalued. Time will tell"
X Link 2023-10-31T14:51Z [--] followers, [---] engagements
"Sprouts Farmers Market ($SFM) reported 3rd Quarter earnings today that beat expectations: - EPS of [----] vs [----] last year - Revenue of $1.7 billion vs $1.6 billion last year - SSS of 3.9% - Essentially no debt - Bought back 831K shares ($32 million)"
X Link 2023-10-31T18:03Z [--] followers, [--] engagements
"Sprouts Farmers Market ($SFM) continued: - Through the first [--] quarters of [----] the company has generated $244 million in Free Cash Flow vs $226 million last year (same period). - Reduced share count to [---] million vs [---] million last year"
X Link 2023-10-31T18:03Z [--] followers, [--] engagements
"How in the world is the only move the #NYGiants made was trade Williams We are years away from competing for a Super Bowl. Blow up the team and start fresh"
X Link 2023-10-31T19:39Z [--] followers, [--] engagements
"$BLDR reported earnings today. Here are the highlights. - Beat on bottom line/miss on rev estimates - GAAP EPS of [----] vs [----] last year - Revenue of $4.5 million vs $5.8 million last year - Repurchased [---] million shares"
X Link 2023-11-01T16:02Z [--] followers, [--] engagements
"$BLDR continued: - Have reduced share count by over [--] million when compared to last year. Crazy amount of repurchases. - Strong GM% of 34.9% - In this housing market - Continues to acquire businesses - No debt due until 2030"
X Link 2023-11-01T16:02Z [--] followers, [--] engagements
"$BLDR continued: - Strong Free Cash Flow growth this year of over $1.3 billion - Raised the companys long term GM% target - Strong Balance Sheet and excellent stewards of capital"
X Link 2023-11-01T16:02Z [--] followers, [--] engagements
"My take on $BLDR - My largest holding and will continue to be. Performing excellent in the worst housing market since the financial crisis. The company is undervalued. Housing will get stronger as rates come down next year. Return to growth as early as next year. $SPY $SPX"
X Link 2023-11-01T16:02Z [--] followers, [---] engagements
"Bumping this as I watch tech reviewers talk about the new Macs from Apple. They are struggling to make videos since there is not much change. I love Apple and use all their products but Tesla is making generational advancements. Long Tesla. $TSLA $AAPL"
X Link 2023-11-01T16:52Z [--] followers, [--] engagements
"Excellent results. Congratulations to the Team $BLDR"
X Link 2023-11-01T18:03Z [--] followers, [--] engagements
"@Blue__Bowler Valuations are based on future earnings and future cash flows. The housing market is the toughest its been since the financial crisis and they are going to generate $2 billion in FCF. I would say that is pretty good in my opinion. $BLDR"
X Link 2023-11-01T19:34Z [--] followers, [--] engagements
"I continue to believe you want to be long $BLDR and the overall home building industry. Yields are falling fast and these are names you want to own at peak interest rates. Lower rates are coming next year. The recent dip was a nice buying opportunity. $SPY $SPX"
X Link 2023-11-03T16:30Z [--] followers, [--] engagements
"I see inflation dropping into the 2% area in the next [--] months. With the decline in oil and shelter costs declining two major contributors will start to help inflation ease. $BLDR $TSLA $OXY $SFM $SPY"
X Link 2023-11-09T00:34Z [--] followers, [---] engagements
"Jerome Powell 100% saw the streak the S&P [---] was on and said time to blow it up. He has no insight on working class Americans. Just a bad Fed chair. Inflation is done. We have been at 3% or less run rate for months now. Its over. Move on. $BLDR $TSLA $OXY $SFM $SPY"
X Link 2023-11-09T19:40Z [--] followers, [---] engagements
"Inflation is over. We are at 3%. It is time for the Fed to move on. Higher interest rates are more detrimental to middle and lower income Americans than 3% inflation (or even 4% inflation). Credit card debt and APR destroys people. $BLDR $TSLA $SFM $OXY $SPY"
X Link 2023-11-14T14:56Z [--] followers, [---] engagements
"$BLDR up well over 6% today. The Homebuilders will lead the market higher from here. $BLDR is well positioned for outsized gains as interest rates fall. $SPY $SPX"
X Link 2023-11-14T14:58Z [--] followers, [--] engagements
"@WallStJesus Love seeing $BLDR get some love"
X Link 2023-11-14T23:05Z [--] followers, [---] engagements
"$BLDR gave back some of the gains from yesterday with rates rising. Housing starts are out tomorrow. Expectations are for [----] million. $SPY $SPX"
X Link 2023-11-15T21:23Z [--] followers, [--] engagements
"What exactly was the OpenAIs boards play here Get rid of Sam Altman and everything would just be the same Just like Elon and $TSLA Sam and OpenAI were the same. You cant have one without the other and now it looks like OpenAI will forever be a footnote in AI history"
X Link 2023-11-20T12:43Z [--] followers, [--] engagements
"Lumber futures back to approaching $550. $BLDR gives projections based on an average price of $400. Still a great long term play as are the overall home builder market stocks. $SPY $SPX"
X Link 2023-11-20T14:07Z [--] followers, [--] engagements
"@SullyCNBC @LastCallCNBC $BLDR - Held up great in a tough housing environment and was recently added to the S&P500. Up 159% YTD"
X Link 2023-12-28T20:54Z [--] followers, [--] engagements
"The key for $TSLA this year will be are investors more optimistic about the long term with AI/robotics more than the financial headwinds that happened last year and should continue this year (I.e slower revenue growth little to no EPS growth slower delivery growth etc.). $SPY"
X Link 2024-01-26T17:20Z [--] followers, [--] engagements
"I wish @Tesla would break our interventions while using FSD by region. Driving on the East coast is different than the West coast. I know $TSLA has acknowledged it needs to get better in areas outside of California but wish we had actual data on it"
X Link 2024-01-27T15:28Z [--] followers, [--] engagements
"I see a stock price of $450 per share in 3-5 years if $TSLA can grow free cash flow per share by about 40% per year on average. Can that happen"
X Link 2024-01-28T04:30Z [--] followers, [--] engagements
"The biggest thing I hope V12 fixes is the hesitation. You almost feel the car going through the C++ code making a decision. Hoping end to end acts more human like making turns reacting to green lights getting into turn lanes etc. Cant wait to try. $TSLA $SPY $NDX"
X Link 2024-01-28T14:09Z [--] followers, [--] engagements
"If you are technology focused and a long term investor why would you want to invest in $AAPL over $TSLA. I get Tesla is riskier but Apple has completely lost its innovation. They have become a boring company. The products are great just boring. $SPY $NDX"
X Link 2024-01-28T14:29Z [--] followers, [--] engagements
"$BLDR upgrade. I believe Builders will have another great year. Low valuation into an environment where the Fed will start to cut. Very bullish. $SPY $SPX"
X Link 2024-01-29T14:29Z [--] followers, [--] engagements
"Interest rates falling on Treasury borrowing expectations. Good sign for the home builders and suppliers. Long $BLDR. My number [--] holding for years now. $SPY $SPX"
X Link 2024-01-29T20:12Z [--] followers, [---] engagements
"The unemployment rate is 3.7% [--] month annualized inflation is 1.9% and the lower middle class and poorer Americans are still hurting from years of high inflation. Why is the Fed keeping rates high $BLDR $SMCI $TSLA $SFM $OXY $SPY $SPX $QQQ"
X Link 2024-02-02T14:49Z [--] followers, [---] engagements
"Valuation of Microsoft Corp (MSFT) Please continue to read below for context on current operations and commentary on the company. This is meant to be a simplistic overview. Keeping valuations simple has brought me success in investing. You dont need to be the smartest person in the room to be a great investor. Current Share Price - $399.62 Price Targets: Bull Case - $654.12 Base Case - $412.21 Bear Case - $257.45 To justify both the base case and bull case scenarios Microsoft would have to grow Free Cash Flow per share (FCF per Share) by 30%-40% annually over the next [--] years. Between Fiscal"
X Link 2024-02-21T17:55Z [--] followers, [--] engagements
"While everyone is watching $NVDA I cannot wait for $BLDR earnings tomorrow morning. Estimates: EPS - $2.70 Revenue - $4 billion Company is really amazing and has been on a tear the last few years. Will be looking at share buybacks and what the plan is going forward. Has repurchased a ton of stock the last few years. $SPY $SPX $QQQ"
X Link 2024-02-21T18:35Z [--] followers, [---] engagements
"I am going to hold my remaining $SMCI position. I was extremely fortunate to start buying in December as the stock was trading well below its intrinsic value. I have trimmed the majority of my position but it is still my second largest holding ( $BLDR is my largest by a far margin). I closed most of it in the $800s. I still believe the company is trading below its intrinsic value but I hate the manipulation going on right now. Should the stock fall after $NVDA earnings I will be adding more. It is a very good company with strong fundamentals. This is not GameStop at all. This company has"
X Link 2024-02-21T19:39Z [--] followers, [---] engagements
"$RIVN cannot compete with $TSLA. They are not Tesla and if you want to invest in an EV company the only one is $TSLA. $SPY $SPX $QQQ"
X Link 2024-02-21T21:14Z [--] followers, [---] engagements
"There is a good chance $LCID will be going out of business within the next couple of years. You cant lose that much per car sold. How can they turn that around and fast $TSLA is just destroying the competition. In EV globally it really is only Tesla and BYD. The legacy auto companies will not be able to compete in the EV market. The unions are killing them and they are too bloated"
X Link 2024-02-21T22:17Z [--] followers, [---] engagements
"The [--] week high of [----] is in play for $SMCI. $NVDA has confirmed we are still in the early stages of the AI revolution and Super Micro is going to benefit from the increasing TAM. This not the dot com bubble. These are companies with reasonable P/E ratios especially for their growth rate. Their ROE are both great. They have revenue growth operating income growth EPS growth. This has been absolutely amazing to watch. $SPY $SPX $QQQ"
X Link 2024-02-22T00:53Z [--] followers, [---] engagements
"I still believe in $TSLA. This is $NVDA moment right now and rightfully so but before all is said and done Tesla will have its own AI moment. You couple that with FSD robotics energy storage and oh yeah the growing EV business and you have a company that will be right in the middle of this AI revolution. Tesla is currently my third highest position in my portfolio and the only reason for that is the huge growth in $SMCI this year. I will be adding to my Tesla position this year and I believe brighter days are ahead in [----] and beyond. $SPY $SPX $QQQ"
X Link 2024-02-22T00:55Z [--] followers, [---] engagements
"Every time a stock rises fast it is now labeled a meme stock. No matter earnings growth cash flow intrinsic value or any other metric it is labeled a meme stock. This can be both an opportunity and a curse for long term investors. $SMCI $NVDA $SPY $SPX $QQQ"
X Link 2024-02-22T01:21Z [--] followers, [---] engagements
"@phenryart In being able to make a profit in selling an EV and continue to grow double digits year over year. For EVs it really is only Tesla and BYD right now"
X Link 2024-02-22T05:18Z [--] followers, [--] engagements
"Excellent quarter from $BLDR. Has been my top holding since I bought during the Covid lows. Not much left to say about this company and its management team. Absolutely phenomenal. They are becoming a gold standard on how a company treats long term shareholders. Their buyback program has been astonishing over the last few years. Not to mention because of their excellent workforce they have performed great in a very very tough interest rate and inflationary period. Congrats to the whole @BldrFirstSource team The best in the business"
X Link 2024-02-22T12:43Z [--] followers, [--] engagements
"@DeItaone $BLDR +6%"
X Link 2024-02-22T12:46Z [--] followers, [---] engagements
"Valuation of Apple Inc $AAPL See below for stock price targets Current Stock Price - $182.39 Price Targets: Bull Case - $203.69 Base Case - $125.94 Bear Case - $98.64 Please continue to read below for context on current operations and commentary on the company. This is meant to be a simplistic overview. Keeping valuations simple has brought me success in investing. You dont need to be the smartest person in the room to be a great investor. From an innovation standpoint Apple is not performing well. The Apple Watch has done reasonably well but has not been a game changer. The Vision Pro"
X Link 2024-02-22T15:26Z [--] followers, [---] engagements
"$BLDR should be up more than 2.5%. Easily beat and a new $1 billion share buyback. Excellent stewards of capital. You are getting a company hitting on all cylinders trading at 15x earnings entering into a period when the Fed will start cutting rates. $SPY $SPX"
X Link 2024-02-22T19:28Z [--] followers, [--] engagements
"I keep seeing people say $TSLA should acquire $RIVN. No they should absolutely not. It would be smarter to announce a $10 to $20 billion share buyback plan and let investors know the company has their back against the shorts and $TSLAQ. $SPY $SPX $QQQ"
X Link 2024-02-22T19:51Z [--] followers, [---] engagements
"Very good earnings from $SFM. Will post my thoughts once I hear the conference call and dig more into the numbers. Proud shareholder for years Another company that is a cash cow and excellent stewards of capital. $SPY $SPX"
X Link 2024-02-22T21:47Z [--] followers, [--] engagements
"Great job by the $BLDR team to grow the value added business to over 50% of net sales. I remember a few years ago when analysts were worried BLDR would not maintain their high gross margin but the company has executed and exceeded expectations in all areas. $SPY $SPX"
X Link 2024-02-23T01:56Z [--] followers, [--] engagements
"@SawyerMerritt This has to mean huge demand for the refreshed Model [--] The demand is there despite all the FUD. $TSLA"
X Link 2024-02-23T03:10Z [--] followers, [---] engagements
"I tell you it is really refreshing to see $BLDR finally get its due from the broader investing community. This stock has been my top holding for [--] years now and will remain so. So much attention is on tech stocks and AI and VR/AR and Cloud but you have this wonderful company that is crushing it right now and was getting overlooked. That changed when BLDR was added to the S&P500 and now investors are taking notice. This is a gold standard of how a company should be run. My only regret is I did not have more money to put into this company because the easy has been made. It was so undervalued."
X Link 2024-02-23T03:36Z [--] followers, [--] engagements
"Can $BLDR close at a [--] week high today Coming off an excellent Q4 report and great guidance the stock is poised to continue to rise. Has been great for long term holders. $SPY $SPX"
X Link 2024-02-23T15:28Z [--] followers, [--] engagements
"@BldrFirstSource @MadMoneyOnCNBC I really enjoy Dave Rush interviews. Confident calm knows the issues and represents the company well. Fantastic CEO and fantastic company $BLDR"
X Link 2024-02-23T16:15Z [--] followers, [--] engagements
"Out of $OXY. I believe the company can perform well but I just like my other positions better and want to add to them. Current Positions: 1) $BLDR 2) $SMCI 3) $TSLA 4) $SFM $SPY $SPX"
X Link 2024-02-23T17:03Z [--] followers, [---] engagements
"As a $TSLA investor Elons posts really dont bother me and I do not think they hurt Tesla sales. I highly doubt there is a large percentage of Americans who actually sit back and think I really wanted a Tesla but Elon posted and now I dont. Sure it might hurt the stock price but that would just be buying opportunities for long term investors. The underlying business is not hurt at all in my opinion. $SPY $SPX $QQQ"
X Link 2024-02-23T17:22Z [--] followers, [--] engagements
"Between $BLDR and $SFM this was a very good week. Did hurt also the rise in $SMCI after the $NVDA earnings report $SPY $SPX $QQQ"
X Link 2024-02-23T22:56Z [--] followers, [---] engagements
"With my sale of $OXY I am about 15% cash. There are not any stocks I like better than the ones I currently own and I will focus on those. Current portfolio: 1) $BLDR 2) $SMCI 3) $TSLA 4) $SFM $SPY $SPX"
X Link 2024-02-24T04:21Z [--] followers, [---] engagements
"I trust @elonmusk more with advancing robotics and AI than Bezos Gates Page Google Amazon etc. Humanity should be with Elon $TSLA #SpaceX #X #XAI"
X Link 2024-02-24T15:36Z [--] followers, [--] engagements
"Optimus leading the robotics revolution Tesla AI is going to be a boon for the company and investors $TSLA $NVDA $SPY $SPX $QQQ Getting my daily steps in https://t.co/cEE4RBNdfo Getting my daily steps in https://t.co/cEE4RBNdfo"
X Link 2024-02-24T18:55Z [--] followers, [---] engagements
"@SullyCNBC Instead of saving for college parents would be wise to put money into an index fund for their children and let the money compund. $100 per month and on average a 10% gain per year leads to a lot of money by 18"
X Link 2024-02-24T20:09Z [--] followers, [----] engagements
"Sunday and the #NYR going for the franchise record 11th win in a row Looking back at the game yesterday I thought Panarin looked off. He is definitely battling some lower body injury"
X Link 2024-02-25T13:02Z [--] followers, [--] engagements
"I am going to be coming up with price targets for both $NVDA and $SMCI this week. Stay tuned $SPY $SPX $QQQ"
X Link 2024-02-25T13:54Z [--] followers, [---] engagements
"I really believe $TSLA is primed for a huge [----] and [----]. - Optimus - FSD - FSD Licensing - Dojo - Energy business - Refreshed Model Y - Cybertruck - Next Gen Vehicle - Superchargers - New Gigafactories - Share Buyback - New compensation plan for Elon Can go on and on. Long term investors will be rewarded. $SPY $SPX $QQQ"
X Link 2024-02-25T14:53Z [---] followers, [---] engagements
"Matt Rempe taking NY by storm. Three division matchups and a main storyline in each #NYR #NYR Matt Rempe takes the back page of todays @nypost https://t.co/9SC5KDR6qC #NYR Matt Rempe takes the back page of todays @nypost https://t.co/9SC5KDR6qC"
X Link 2024-02-25T15:32Z [--] followers, [---] engagements
"Coming up with price targets for both $NVDA and $SMCI is going to be difficult. The numbers are there but estimating Free Cash flow 3-5 years out is what makes it a challenge. Will there be a slowdown in AI spending Will increased competition finally catch up Will companies like Microsoft Amazon Apple Alphabet Meta create new competition The future is so unknown for both of these companies and even a slight slowdown could cause the stocks to plummet. $SPY $SPX $QQQ I am going to be coming up with price targets for both $NVDA and $SMCI this week. Stay tuned $SPY $SPX $QQQ I am going to be"
X Link 2024-02-25T15:43Z [--] followers, [---] engagements
"I should have my price targets and write up on $NVDA tomorrow. This company is like nothing I have ever seen before. This past quarter was insane. I brought conservatism into my estimates and the numbers are still amazing. $SPY $SPX $QQQ"
X Link 2024-02-26T02:47Z [--] followers, [---] engagements
"Also I do not have a position in $NVDA so there is going to be no bias in this article. Full disclosure I do have a long position in $SMCI from the $200s. Nvidia doing well does benefit Super Micro so there is that"
X Link 2024-02-26T02:50Z [--] followers, [---] engagements
"Valuation of NVIDIA $NVDA Current Stock Price - $802.50 I have no position in Nvidia. I am long $SMCI from the $200s Price Targets (1-3 year time frame): Bull Case - $3406.82 Base Case - $2192.89 Bear Case $1402.11 My price targets are based on discounting future cash flows. There is no better company in the stock market than Nvidia. It is the right company at the right time. The AI revolution is still in the early days and Nvidia is primed to ride this wave to much higher levels. This is not crypto or web3 or the metaverse. AI is real and all companies from all industries are"
X Link 2024-02-26T18:15Z [--] followers, [---] engagements
"ICYMI $NVDA $SMCI $AAPL $MSFT $META $AMD $INTC #xAI #OpenAI Valuation of NVIDIA $NVDA Current Stock Price - $802.50 I have no position in Nvidia. I am long $SMCI from the $200s Price Targets (1-3 year time frame): Bull Case - $3406.82 Base Case - $2192.89 Bear Case $1402.11 My price targets are based on discounting future Valuation of NVIDIA $NVDA Current Stock Price - $802.50 I have no position in Nvidia. I am long $SMCI from the $200s Price Targets (1-3 year time frame): Bull Case - $3406.82 Base Case - $2192.89 Bear Case $1402.11 My price targets are based on discounting future"
X Link 2024-02-26T23:59Z [--] followers, [---] engagements
"Builders FirstSource boosts senior notes offering to $1 billion The initial offering was for $600 million but is now $1 billion. It will be used to pay down the ABL and for general purposes. $BLDR has been excellent with cash management. $SPY $SPX https://www.investing.com/news/stock-market-news/builders-firstsource-boosts-senior-notes-offering-to-1-billion-93CH-3315882 https://www.investing.com/news/stock-market-news/builders-firstsource-boosts-senior-notes-offering-to-1-billion-93CH-3315882"
X Link 2024-02-27T00:37Z [--] followers, [--] engagements
"Google Tesla and the first three results are about this San Jose bakery. Nothing else going on apparently at Tesla. @elonmusk $TSLA"
X Link 2024-02-27T00:42Z [--] followers, [--] engagements
"My biggest concern with $NVDA is that the whole world is bullish. The contrarian in me is saying this wont end well. $SPY $SPX $QQQ"
X Link 2024-02-27T01:36Z [--] followers, [---] engagements
"5-10 years from now what will be the bigger story #AI or #QuantumComputing $NVDA $SMCI #MSFT $TSLA $AAPL $AMZN $GOOG $IONQ"
X Link 2024-02-27T01:55Z [--] followers, [---] engagements
"If the $KR and $ACI deal falls through one of these companies would be wise to scoop up $SFM. Now with a market cap of $6 billion this company is a cash cow and would benefit both of the larger chains"
X Link 2024-02-27T02:46Z [--] followers, [--] engagements
"I am starting to wonder if there is concern about $TSLA FSD V12. It has been over a month since the earnings call and still V12 hasnt been mass released to everyone who has the FSD software. Influencers are raving how good it is but then where is the mass release Are internal metrics showing a problem Seems strange. I know Elon likes to over promise but is something else happening"
X Link 2024-02-27T14:38Z [--] followers, [---] engagements
"People keep asking why are Bidens numbers down if the economy is doing so well. The fact is the economy is not doing well for the far majority of people. Middle class and lower income Americans are not doing great in this environment. High interest rates are preventing moving up. Also inflation has definitely moderated but we are coming off two years of very high inflation. $SPY $SPX $QQQ"
X Link 2024-02-27T18:55Z [--] followers, [--] engagements
"Are there any companies that anyone wants my stock price targets and analysis Would be happy to share my analysis here on X. Doesnt have to just be the large tech companies. $SPY $SPX $NVDA $TSLA $SMCI $MSFT $META $GOOG $QQQ"
X Link 2024-02-27T21:04Z [--] followers, [---] engagements
"The rise in bitcoin #BTC is a good thing for stocks like $NVDA $TSLA $SMCI and many other highly traded stocks. It takes traders attention away from them and towards bitcoin. That should help settle those stocks down and allow for investors to take control. $SPY $SPX $QQQ"
X Link 2024-02-28T16:28Z [--] followers, [---] engagements
"$BLDR goes over $200 a share hitting [--] week highs. Market cap getting close to $25 billion. Company is undervalued. $SPY $SPX"
X Link 2024-03-01T17:39Z [---] followers, [---] engagements
"For investors do not buy $IONQ hoping for a buy out. Buy hoping the company continues to make breakthroughs and starts turning that into revenue. There is a lot of promise here but it has to come to fruition. This is my only spec play in my portfolio. $SPY $QQQ"
X Link 2024-03-01T17:41Z [--] followers, [---] engagements
"@FiddleyF Buy outs arent always good for investors. To be honest I dont want a buy out. I want the company to continue to advance forward and grow market share. The stock price will rise accordingly. With a buy out it could cap the upside"
X Link 2024-03-02T03:28Z [--] followers, [---] engagements
"Posted this earlier yesterday. $SMCI is not a meme stock and shorts that think it is are wrong. The fundamentals right now are strong. Nice to see the company joining the $SPX. Long runway for growth. $SPY $QQQ $NVDA $SMCI moving higher again today. I went long in the $200s and am still holding. I will keep saying this is not GameStop or a meme stock. This company has earnings growth and demand outstripping supply. The company is performing well right now. $SPY $QQQ $SMCI moving higher again today. I went long in the $200s and am still holding. I will keep saying this is not GameStop or a"
X Link 2024-03-02T15:02Z [--] followers, [---] engagements
"Trading Kakko would be a huge mistake. Rangers will be able to extend him on a cap friendly deal. Also I like Vatrano but straight up I would prefer Kakko. #NYR"
X Link 2024-03-03T23:11Z [--] followers, [---] engagements
"Looking forward I am very happy with my core technology holdings of $SMCI $TSLA and $IONQ. I believe all over time will serve a purpose in changing the world as we know it through AGI and Quantum Computing"
X Link 2024-03-04T01:51Z [--] followers, [---] engagements
"Even posting about $SMCI $TSLA and $IONQ my favorite stock is still $BLDR and that is why it will remain my top holding. $SPY $SPX $QQQ"
X Link 2024-03-04T02:37Z [--] followers, [---] engagements
"Undervalued based on future cash flows. My base case by [----] the company should be at $350 per share. My bull case is the company by [----] will be $430 per share. This is my calculation using free cash flow per share. I should also point out I am very conservative in my projections. I would not be surprised at all if the company out performs these levels. It has been my top holding since [----] and I have no plans at all to change that"
X Link 2024-03-04T03:01Z [--] followers, [--] engagements
"$BLDR hitting new all time highs in the pre market. This is a company to own going into a Fed rate cutting environment. $SPY $SPX"
X Link 2024-03-04T14:28Z [--] followers, [---] engagements
"$BLDR and the overall home building market is in a good spot. With low supply and high mortgage rates really hitting existing home sales the builders have flexibility with mortgage buy downs and have demand since housing is in low supply. They are the only game in town. When mortgage rates fall there will still be plenty of demand for new housing and more buyers will jump into the mix. $SPY $SPX $LEN $KBH $PHM $DHI"
X Link 2024-03-04T15:00Z [--] followers, [---] engagements
"$SFM up another 2.5%. Company keeps performing well and the stock is rewarding investors. $ACI or $KR would be very wise to acquire Sprouts as it is a cash cow. $SPY $SPX"
X Link 2024-03-04T15:03Z [--] followers, [--] engagements
"10Y yield is heading back down to [--] month lows. Rates are not going to rise from here unless inflation really ramps up which there is no sign that is happening. The PCE is essentially 2% which is the Fed target. The Fed is going to be wrong on when to start cutting (it should have happened already) so for [----] this will continue to be the story. $BLDR $SMCI $TSLA $SFM $IONQ $SPY $SPX $QQQ"
X Link 2024-03-05T14:11Z [--] followers, [--] engagements
"While it would be smart for a $DELL or an $IBM or even a $NVDA to acquire $IONQ especially at the low market cap (compared to potential upside to revenue over the next few years) I do not expect that to happen. I think companies are taking a wait and see approach"
X Link 2024-03-05T14:17Z [--] followers, [---] engagements
"$TSLA currently at 44x PE. While this is below historical standards revenue and EPS growth are also lower than historical standards. 44x for a growth company is fine but Tesla needs to prove they can grow revenue margins and EPS again. The company will then start the climb back to $1 trillion valuation"
X Link 2024-03-05T22:07Z [--] followers, [---] engagements
"Its nice to see these 1% down days across the market. The market was feeling topish. While I definitely do not try to time the market it is nice to get better prices. $BLDR $SMCI $TSLA $SFM $IONQ"
X Link 2024-03-05T22:19Z [--] followers, [---] engagements
"Jerome Powell has been an awful Federal Reserve Chair. President Trump has already stated Powell would be out in his administration. It is important for President Biden to say the same thing. Powell needs to go. $BLDR $SMCI $TSLA $SFM $IONQ"
X Link 2024-03-06T13:34Z [--] followers, [---] engagements
"10Y yield getting closer and closer to 4% again. Rates will go down this year. $BLDR $SMCI $TSLA $SFM $IONQ"
X Link 2024-03-06T14:59Z [--] followers, [---] engagements
"$SMCI - Want to see some crazy volatility $NYCB - Hold my beer"
X Link 2024-03-06T19:53Z [--] followers, [---] engagements
"I just dont like the designs of Rivians. Just my opinion. I really dont like the front. They look almost like toy cars. $RIVN $TSLA"
X Link 2024-03-07T19:14Z [--] followers, [--] engagements
"Labor force participation rate below expectations and the unemployment rate above rising to 3.9%. Average hourly earnings increase was below expectations as well. The Fed will still not cut with inflation at 2.4%. Crazy. $BLDR $SMCI $TSLA $SFM $IONQ"
X Link 2024-03-08T13:38Z [--] followers, [---] engagements
"There is only one place for yields to go and that is down. This should benefit the overall home builder market including my favorite $BLDR. It should also help tech valuations just as the AI revolution is booming and quantum is next helping $SMCI $TSLA and $IONQ. And it will the consumer benefiting $SFM"
X Link 2024-03-08T14:17Z [--] followers, [---] engagements
"Dont mind the Roslovic deal at all. Reminds me of the Vatrano deal a couple of years ago. This is low risk/high reward. If Kakko doesnt pan out at RW on the first line than move Roslovic there. This also allows Goodrow to move down to the 4th line. #NYR"
X Link 2024-03-08T20:10Z [--] followers, [---] engagements
"I am getting more and more excited. Getting strong [----] vibes. Copp/Vatrano that helped us get within [--] games of the Stanley Cup. Now Wennberg/Roslovic. What will decide the #NYR fate is Mika/Kreider [--] v [--] and Igor"
X Link 2024-03-08T20:43Z [--] followers, [---] engagements
"@RickRollup @garyblack00 Have no idea what that means. $TSLA has a $600 million market cap because of Elon Musk"
X Link 2024-03-08T23:18Z [--] followers, [--] engagements
"After seeing this video I think $TSLA will be just fine in the EV market. 1) The car itself looks really bad and basic. I really cant get over the front of $RIVN cars. It looks so bad and cartoonish. 2) There is a greater chance this car does not get mass produced due to Rivians cash problems. 3) Rivian itself has a greater chance of going out of business than succeeding. 4) They do not have a leader like Elon Musk who would sacrifice his time and health to make sure the company survives. 5) Rivian in [----] will be competing against legacy auto not Tesla. Tesla with FSD is in a class by"
X Link 2024-03-09T18:38Z [--] followers, [---] engagements
"I am a market mover. My post from yesterday. $TSLA From a valuation standpoint $TSLA is really becoming interesting. 1) Now trading at a [--] PE. This is very attractive with all the catalysts for Tesla. 2) This will most likely be the bottom of revenue and delivery growth. Should only be up starting in [----]. 3) I expect Free Cash From a valuation standpoint $TSLA is really becoming interesting. 1) Now trading at a [--] PE. This is very attractive with all the catalysts for Tesla. 2) This will most likely be the bottom of revenue and delivery growth. Should only be up starting in [----]. 3) I"
X Link 2024-03-11T13:53Z [--] followers, [---] engagements
"Fear/Greed index heading back towards neutral. Lets see if we get there or buyers come in on this very small pullback. $BLDR $SMCI $TSLA $SFM $IONQ $SPY $QQQ"
X Link 2024-03-11T14:52Z [--] followers, [---] engagements
"Added to $IONQ and $TSLA today. I think there is plenty of room to run in the AI/Quantum space and I think these will be two big winners over the next [--] years or so"
X Link 2024-03-11T19:28Z [--] followers, [---] engagements
"@EdKrassen The reason GDP is rising is because of government spending which also is causing persistent inflation. The biggest mistake the Democrats can make is saying the economy is doing well. You see it in all polls that Americans rate this economy poor"
X Link 2024-03-14T12:50Z [--] followers, [--] engagements
"A few things here. Higher inflation disproportionately hurts higher income individuals. Higher rates disproportionately hurts the middle class and lower income individuals. Pivoting and lowering rates allows the following: - Better mortgage rates for first time homebuyers and the millennial generation (and generations after). - Better rates on cars so people can replace old broken down cars that keep needing repairs. - Loans for people looking to start a business or keep their small business afloat. Could go on. Families that spend say $3000 a month with even 5% yearly inflation would be"
X Link 2024-03-15T00:10Z [--] followers, [---] engagements
"The PCE is 2.4% if you think that is ultra hot then I dont know what to tell you. I think people like you got used to less than 2% inflation which is not the norm also. Inflation keeps falling even the CPE. The one part I will agree with you on is the Fed makes policies for the wealthy"
X Link 2024-03-15T14:26Z [--] followers, [--] engagements
"@WholeMarsBlog In your opinion why the slow rollout Especially on the East Coast. I just wonder if there are more disengagements on V11 on the East Coast and they are playing it safe. Also if I remember I thought Elon has a comment about California vs rest of country on an earnings call"
X Link 2024-03-19T02:37Z [--] followers, [---] engagements
"I mean what you are saying is some people are doing better in wages than others. How is that any different than any other time period Tons of people I work with and know switched jobs during the pandemic and got huge pumps in pay. Some people havent done as well. Just like inflation. It affects some more than others. My insurance hasnt gone up 25%. But yes that is the average. Some it hits harder than others. Government spending created higher inflation. Inflation might stay in this 2% to 4% range for a little while which is not ideal but okay. I dont see any chance it rises to 5%+. Maybe I"
X Link 2024-03-21T23:34Z [--] followers, [--] engagements
"@NYP_Brooksie If it is for rest reasons probably not the best game to do this. #NYR"
X Link 2024-03-23T15:54Z [--] followers, [----] engagements
"@StockMKTNewz $BLDR"
X Link 2024-04-09T22:05Z [---] followers, [----] engagements
"The beautiful thing about being an individual investor is that you can be as patient as you want. Money managers need to make money for clients at a high level or clients will pull their cash out. Always have conviction in your investments. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-04-10T11:47Z [---] followers, [---] engagements
"For many Americans they are already in a recession. Inflation being where it is and high interest rates are putting the economy on a horrible footing. Where we are at: - if you remove government spending then GDP is probably flat or negative. - all job growth has been government or part time jobs. - higher interest rates are putting a ceiling on where the economy can grow. - no end in sight to the government spending binge. The economy is very weak at the moment. I dont see how it can get better with interest rates being where they are. The Fed and the government are destroying this economy."
X Link 2024-04-10T13:37Z [--] followers, [--] engagements
"Just added to $BLDR. Remains my top position since 2020"
X Link 2024-04-10T19:58Z [---] followers, [---] engagements
"I continue to believe interest rates have nowhere to go but down. Inflation has been tamed and job creation has been weak (mostly government and part time jobs). I see at least two rate cuts with a good chance of 3+. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-04-11T20:24Z [---] followers, [---] engagements
"V12.3.4 is insanely good. I am in shock. All the little things prior versions did wrong (late getting into a turning lane erratic when two lanes merge into one etc.) are all fixed. This is the release that changes everything. $TSLA"
X Link 2024-04-13T13:45Z [--] followers, [--] engagements
"As an investor the 10% reduction in workforce is a good sign. Just look at $META. The company really started to take off when they more closely looked at expenses. I think something similar will happen to $TSLA over the next 1-3 years"
X Link 2024-04-15T12:49Z [--] followers, [--] engagements
"Per the email from Elon and the executive departures today is definitely a transition and pivotal date in the companys history. $TSLA has felt a little stagnant over the last two years or so and I think change is welcome. I still believe [----] will be a bad year for the stock but will also offer a nice buying opportunity for the long term investor. Tesla still has a very bright future and is on a path to fighting for the title of worlds largest corporation. [----] and beyond will be another special time for the company and stock"
X Link 2024-04-15T14:18Z [--] followers, [--] engagements
"I will continue to remind all investors of $IONQ that you should not expect any stock price appreciation until the company can prove it can grow sales. The premium for the technological potential is already built into the stock. The company needs revenue growth and lower cash burn. Expect the stock to go nowhere until that happens. If you are a strong believer then this gives you a prime opportunity to accumulate shares"
X Link 2024-04-15T16:07Z [--] followers, [----] engagements
"I think there is a strong possibility $TSLA makes a new [--] week low. I will most likely be adding to my count soon. Recently I have been adding to $BLDR (my top position) and continuing to build a sizable position in $IONQ. Tesla will offer value in [----] and beyond"
X Link 2024-04-15T22:38Z [---] followers, [---] engagements
"Obviously the housing starts and permits came in very weak today but I am not nervous about $BLDR. Based on last history the company will come in to buyback shares. Currently $BLDR trading at a big discount relative to the S&P and interest rates (and mortgage rates) should fall heading into [----] and [----]. You would want to own this company in a falling interest rate environment. At a current [--] PE the company has a floor with how much it can fall"
X Link 2024-04-16T14:18Z [---] followers, [---] engagements
"If markets sell off tomorrow on news of tensions in the Middle East I will be buying heavily for the first time in a while. I have been doing small buys here and there but I have almost 10% of my portfolio in cash and will be putting that to work. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-04-19T03:04Z [---] followers, [---] engagements
"@forsuremaya @JKeynesIonQ @IonQ_Inc Thats the question. When are the sales coming. I would guess [----] but lets see what they say during the earnings call"
X Link 2024-04-20T18:46Z [--] followers, [---] engagements
"New home sales beat big. The home building market continues to be resilient. Rates will go down and demand will rise even more. $BLDR remains my top holding by far"
X Link 2024-04-23T14:32Z [---] followers, [--] engagements
"While everyone is freaking out about inflation below is the reality. Inflation has stabilized. Inflation has hurt the middle and lower class for sure (thanks to government spending) but now higher interest rates are more of a problem. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-04-23T14:35Z [---] followers, [---] engagements
"@ScoutingTheRefs @Capitals @NYRangers The Rangers won the presidents trophy and this has been our reward. #NYR"
X Link 2024-04-23T19:23Z [--] followers, [---] engagements
"Reason $TSLA is up Investors are more bullish on the future than the current fundamentals. As I have been saying Teslas future from [----] onwards is extremely bright. Why I have been buying more shares recently"
X Link 2024-04-23T23:45Z [--] followers, [--] engagements
"1st quarter GDP comes in at 1.6% for the first read. As I have been saying we would have no growth or even potentially be in a recession if not for government spending. The Fed should be cutting rates. The economy is not as strong as pundits make you think. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-04-25T12:36Z [---] followers, [---] engagements
"The only reason you would believe there shouldnt be any rate cuts is if you believe we should be entering a recession. The economy is clearly weakening and we are in a recession is many areas. The Fed is destroying peoples lives. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-04-25T13:02Z [---] followers, [---] engagements
"@KobeissiLetter Another way to look at this is we have had inflation under 3% YOY since the beginning of Q4 last year. Yes the Fed should cut rates with inflation under 3% YOY each month since October of [----]. If you think otherwise I have a bridge to sell you. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-04-26T16:49Z [---] followers, [---] engagements
"You have to be crazy to think inflation currently at 2.7% YOY is more detrimental to the economy than Fed Fund rates over 5%. I dont understand how anyone can think that. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-04-26T17:10Z [---] followers, [---] engagements
"Oil sitting right around [--] month lows. Couple that with inflation under 3% YOY for [--] straight months and the inflation picture is looking better. I do not believe we will see any rate hikes and still believe we will get cuts this year. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-04-29T15:20Z [---] followers, [---] engagements
"I cannot be more happy that I was able to add more shares of $TSLA over the last couple of weeks. The panic sellers were horribly short sighted. There is no company out there that offers more promise or a brighter future than Tesla. Let this be a lesson to all investors. Invest in high quality companies with bright futures. Better to buy and be wrong for a little. Always invest in wonderful companies"
X Link 2024-04-29T15:23Z [--] followers, [--] engagements
"Quietly Laf had a nice series. [--] assists in [--] games. [--] SOG a game [--] hits a game. Really good to see. #NYR"
X Link 2024-04-29T15:37Z [--] followers, [--] engagements
"Another piece of advice I can give younger investors or newer investors. Do not have the stock market be your daily hobby. Business news can be your hobby or valuing companies but day to day moves in the market should not be your hobby. $BLDR $SMCI $TSLA $IONQ $SFM $SPX $QQQ"
X Link 2024-04-29T15:39Z [---] followers, [---] engagements
"With all the talk of $KR and $ACI merger very quietly $SFM is up 38% this year and almost 100% over the last year. Great company on a great run"
X Link 2024-04-29T22:14Z [---] followers, [---] engagements
"#NYR fan here. Absolutely awful call for Tampa. That is a goal. Toronto is just so bad. #TBLvsFLA"
X Link 2024-04-30T00:52Z [---] followers, [---] engagements
"WTI almost below $80. Would be the first close under $80 since mid March. This will help keep inflation at a manageable level. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-05-01T13:26Z [---] followers, [---] engagements
"Another fantastic quarter for the Sprouts Team. Have been a buyer since it was in the 20s. Congrats to Jack Sinclair and the entire @sproutsfm team Proud shareholder $SFM"
X Link 2024-05-01T21:04Z [--] followers, [---] engagements
"$SFM up to 13%. Lots of people missed this company. Just a great growth story Another fantastic quarter for the Sprouts Team. Have been a buyer since it was in the 20s. Congrats to Jack Sinclair and the entire @sproutsfm team Proud shareholder $SFM Another fantastic quarter for the Sprouts Team. Have been a buyer since it was in the 20s. Congrats to Jack Sinclair and the entire @sproutsfm team Proud shareholder $SFM"
X Link 2024-05-02T14:43Z [--] followers, [---] engagements
"I love $AAPL and use multiple products every day by them. I am not a shareholder nor am I short at all (I never short companies or bet against an American business). That being said I dont understand how you own this company. Compared to $TSLA innovation is done at Apple"
X Link 2024-05-02T20:42Z [--] followers, [---] engagements
"I will continue to repeat it every week if I have to the economy is not as strong as pundits make it sound. The middle class and lower income individuals are on the verge of a recession or in a recession. The Fed should cut rates and fast. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-05-03T13:04Z [---] followers, [---] engagements
"Big week of earnings next week Cant wait for updates from $BLDR and $IONQ"
X Link 2024-05-03T15:16Z [---] followers, [---] engagements
"Here is where we are at: - Inflation under 3% - Unemployment rate at 3.9% - Underemployment rate over 7% - Wage growth under 4% How can you look at that and say the Fed should keep rates above 5% Makes no sense. The economy is weak. $BLDR $SMCI $TSLA $IONQ $SFM"
X Link 2024-05-03T16:40Z [---] followers, [---] engagements
"@lwaysITM Yes excellent point. Clear slowdown in GDP and that is with excess government spending still in the system. The economy is weak"
X Link 2024-05-03T16:44Z [--] followers, [--] engagements
"Decent chance this never happens with $RIVN cash burn rate. $TSLA It's official we're driving innovation with @Rivian. I'm proud to announce the company has chosen our state for a $1.5 billion investment in their Normal facility. The historic expansion will create more than [---] jobs for Illinoisans to make the R2 right here. https://t.co/S4pYSLjq0h It's official we're driving innovation with @Rivian. I'm proud to announce the company has chosen our state for a $1.5 billion investment in their Normal facility. The historic expansion will create more than [---] jobs for Illinoisans to make the R2"
X Link 2024-05-03T18:39Z [--] followers, [---] engagements
"@CornholeFarmer @KobeissiLetter Yeah my whole point is rates should not be this high because we are on the verge of a recession. I believe the economy is weak"
X Link 2024-05-03T21:05Z [--] followers, [--] engagements
"@CornholeFarmer @KobeissiLetter I think inflation is a problem still but less of a problem than the Fed funds rate over 5%. I think we are in a precarious situation and the Fed should cut rates to spur actual growth not growth just from government spending"
X Link 2024-05-03T21:11Z [--] followers, [--] engagements
"I believe there is zero chance Warren Buffett invests in $TSLA. I mirror my style off of Buffett though I am more liberal in my philosophy. About 75% of my portfolio is in value stocks. On a discounted cash flow basis Tesla is not a company Buffett would invest in"
X Link 2024-05-05T01:09Z [--] followers, [--] engagements
"Grok has officially predicted the #NYR will beat the #Canes in Round [--]. Do not bet against AI #LGR"
X Link 2024-05-05T01:14Z [--] followers, [--] engagements
"@GerberKawasaki $TSLA has no competition. Yes there are other EVs but no company matches their FSD AI and robotics. Rivians future is still very uncertain with their cash burn issues. There is still a chance they completely fail. They dont have an Elon Musk. $RIVN"
X Link 2024-05-06T15:26Z [--] followers, [---] engagements
"@moregainzs @GerberKawasaki Tesla has proven they can generate significant cash from operations. Rivian has not proved that at all. For the EV sector I hope Rivian does well but comparing the two is like comparing a mansion to a shed"
X Link 2024-05-06T15:32Z [--] followers, [--] engagements
"@moregainzs @GerberKawasaki I did not compare the two. I said Rivian has significant cash burn issues. That is stating a fact"
X Link 2024-05-06T15:37Z [--] followers, [--] engagements
"@moregainzs @GerberKawasaki So you compared the two. Not me"
X Link 2024-05-06T15:40Z [--] followers, [--] engagements
"@moregainzs @GerberKawasaki My friend that was in regards to their cash burn issue and the history of what Elon did to save Tesla. They dont have a Steve Jobs. They dont have a Warren Buffett. My point was they dont have a visionary leader"
X Link 2024-05-06T15:43Z [--] followers, [--] engagements
"I can assure you I didnt because I was too young when that was happening. I encourage you to read what Elon Musk accomplished for Tesla. There are maybe a handful of individuals who had the intelligence energy and ability to pull off what he did. Elon Steve Jobs Bezos Buffett are anomalies. They are not the norm. Nothing against RJ at all but I dont see him being what those individuals were/are. They legitimately changed the world"
X Link 2024-05-06T15:57Z [--] followers, [--] engagements
"@Shinzo2022 @GerberKawasaki Again my point was on the companies. Like I said they cant compete on FSD AI and robotics. Rivian competes more with legacy auto not Tesla"
X Link 2024-05-06T16:56Z [--] followers, [--] engagements
"@moregainzs @HenrikHolmes @GerberKawasaki I do not see how Rivian will be able to scale. I think showing off the R3 was a desperation attempt to try to drive attention. They have serious cash issues and if people cant see that I dont know what to tell you. Investing in Rivian is extremely risky"
X Link 2024-05-06T16:59Z [--] followers, [--] engagements
"@moregainzs @HenrikHolmes @GerberKawasaki Also Tesla is burning cash for future growth while Rivian is burning cash trying to stay afloat"
X Link 2024-05-06T17:01Z [--] followers, [--] engagements
"@moregainzs @HenrikHolmes @GerberKawasaki First off I never short. I think it is morally wrong and people who engage in short selling are horrible. I believe in innovation and want to see American companies succeed. Secondly I sincerely hope Rivian turns it around and makes a ton of money for investors"
X Link 2024-05-06T17:09Z [--] followers, [--] engagements
"Great earnings out of $BLDR. If this company is performing at this high of a level with mortgage rates above 7% how do you think they will perform once rates start falling Builders is a buy"
X Link 2024-05-07T11:56Z [---] followers, [---] engagements
"Which is why I say you can use it as an indicator but in reality it doesnt mean anything for the company at the present moment. It is what could potentially happen but until those translate to sales there is no cash flow to value. Accountants make better investors than economists or people in finance because they are grounded in actuals not hypotheticals. Again its nice to see the potential increasing but many companies have failed to live up to potential. For me I want to see actual sales grow. You want the stock to rise then we need sales. It is no surprise the stock price is where it is."
X Link 2024-05-11T11:55Z [--] followers, [--] engagements
"I am long the company and believe in the technology and the methods used by $IONQ. My commentary is on the stock price and why it is where it is. Investors will come in as sales grow. Bookings will not move the needle as it hasnt. Sales growth and cash flow is what matters"
X Link 2024-05-11T16:15Z [--] followers, [---] engagements
"Thousands of fatal car accidents a year and no one says anything. One fatal car accident where maybe FSD was engaged and the world ends. FSD prevents accidents especially fatal ones plain and simple. You should question those who do not support this technology. $TSLA"
X Link 2024-05-12T15:07Z [--] followers, [--] engagements
"Time for Boston and NY to unite behind the Rangers and take down the Panthers. Northeast union strong. #NYR #NHLBruins"
X Link 2024-05-13T01:25Z [--] followers, [---] engagements
"@WholeMarsBlog $NVDA has a long runway for the foreseeable future. Lets see if OpenAIs presentation kicks off another wave of AI hype"
X Link 2024-05-13T15:03Z [--] followers, [---] engagements
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