@qcapital2020 ξ¨ Q-Cap ξ¨
Several stocks are being discussed, including $OPEN, $UBER, $AXON, $META, and $NVDA. Notably, some investors are excited about companies with strong financials, such as high margins and no debt, like the one mentioned with $OPEN. The conversation also touches on the theme of long-term investing in companies with strong execution and minimal drama.
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Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries social networks automotive brands fashion brands celebrities exchanges
Social topic influence meta, stocks, $meta, $nvda, money, ipo, $amzn, $pltr, $abnb, debt
Top accounts mentioned or mentioned by @investornick @jbulltard1 @ecommerceshares @billackman @sixsigmacapital @akhenosiris @innocencecapit1 @arnytrezzi @pythiar @mukund @antisentiment_ @buccocapital @compound248 @dalibali2 @grok @themarkcooke @joecarlsonshow @eliantcapital @ramahluwalia @steve2bacon
Top assets mentioned Metadium (META) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) Airbnb, Inc. (ABNB) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) Apple, Inc. (AAPL) Uber Technologies, Inc. (UBER) Bitcoin (BTC) Roblox Corp. (RBLX) Snap, Inc. (SNAP) Axon Enterprise, Inc. (AXON) Microsoft Corp. (MSFT) DisChain (DIS) Reddit, Inc. (RDDT) Peloton Interactive, Inc. Class A Common Stock (PTON) SPDR S&P [---] ETF Trust (SPY) Super Micro Computer, Inc. Common Stock (SMCI) UnitedHealth Group (UNH) Twitter Inc (TWTR) Hims & Hers Health, Inc. (HIMS) Decentral Games (DG) Fastly, Inc. (FSLY) Lululemon Athletica Inc (LULU) PayPal Holdings Inc (PYPL) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Fenerbahçe Token (FB) Mastercard, Inc. (MA) ARK Innovation ETF (ARKK) Intel Corporation (INTC) Take-Two Interactive Software, Inc. (TTWO) Costco Hot Dog (COST) Costco Wholesale Corporation (COST) Carvana Co. (CVNA) GameStop, Corp. (GME) Strategy (MSTR) Nike Inc (NKE) Netflix Inc (NFLX) Opendoor Technologies Inc Common Stock (OPEN) Fair Isaac, Corp. (FICO) Cloudflare, Inc. (NET) Upstart Holdings, Inc. (UPST) TransDigm Group, Inc. (TDG) Taiwan Semiconductor (TSM) Ferrari N.V. (RACE)
Top Social Posts
Top posts by engagements in the last [--] hours
"#Tigerking Still wondering whats worse turning two straight fellas gay and marrying them both at the same time or feeding your husband to the Tigers. π€"
X Link 2020-03-26T04:11Z 52.6K followers, [--] engagements
"Notable companies reporting after the market close with earnings consensus include CSX Corp. (CSX) consensus 94c. Lam Research (LRCX) consensus $3.98. Kinder Morgan (KMI) consensus 27c. Las Vegas Sands (LVS) consensus 11c. O'Reilly Automotive (ORLY) consensus $3.98"
X Link 2020-04-22T17:23Z 52.6K followers, [--] engagements
"$HTZ: Doesn't sound like a bankruptcy to me"
X Link 2020-04-29T15:43Z 62.9K followers, [--] engagements
"@JonahLupton @TheMarkCooke @GrowthStockDoc @jaminball @RedCoatChicago $WORK is dead on arrival with $MSFT in a few years $BIGC has a market pool which is much bigger and can actually eat up some of the giant's lunch $SHOP here lies the opportunity"
X Link 2020-09-09T21:11Z 54.2K followers, [--] engagements
"$SNOW bought [---] shares at 247$ sold half at 300$ holding half cause why not"
X Link 2020-09-16T16:54Z 52.6K followers, [--] engagements
"$CARR This company is so undervalued and under the radar. Perfect fit. They just signed a multi year agreement with $AMZN This is multi-bagger potential"
X Link 2020-10-08T12:41Z 61.8K followers, [--] engagements
"If next week was a football game it would be the Super Bowl Cant wait $FSLY will be so interesting to watch Which earnings are you most excited to see My watch list $AAPL $AMZN $MSFT $AMD $FB $SHOP $BA $TWLO $PINS $TWTR $MRNA $ETSY $GOOGL $LLY $GILD $RTX $TDOC $OSTK"
X Link 2020-10-25T14:37Z 52.6K followers, [--] engagements
"$FSLY if you read what I highlighted this tells me clearly that Akamai is a really bad fit for TikTok and the likelihood for $FSLY regaining back market share from them is highly likely"
X Link 2020-11-22T16:38Z 52.6K followers, [--] engagements
"Give me ONE stock which you would be willing to break all rules and invest 25%+ of your net worth in and still sleep well at night Please comment below ππΌ @jablamsky @mukund @clueless_1337 @GrowthStockDoc @BrianFeroldi @TheMarkCooke @JonahLupton @JoeySolitro"
X Link 2020-12-18T23:55Z 52.6K followers, [---] engagements
"A great piece by @profgalloway Summary: $ABNB going to 200$+ and should get into short-term R/E $SONO a must-own stock Long Residential R/E and Avoid Commercial R/E $WMT going into healthcare cc: @chamath $BTC 50K maybe [--] million CC: @mukund https://www.profgalloway.com/2021-predictions-person-of-the-year https://www.profgalloway.com/2021-predictions-person-of-the-year"
X Link 2020-12-29T19:26Z 52.6K followers, [--] engagements
"Do not talk to me about stocks being frothy and tech [---] when you have nearly [--] Trillion $ in NEGATIVE YIELDING BONDS. Portfolio (by size): $SDGR $NGA #BTC (CI Galaxy Fund) $FSLY $W $ABNB $BFT Sold : $BABA to reduce margin Watching: $RBLX $SONO $APTV"
X Link 2021-01-09T14:55Z 52.6K followers, [--] engagements
"@Orangeman1992 That's great i'm focusing on EV's Clean energy and Fintech also"
X Link 2021-01-13T15:36Z 61.6K followers, [--] engagements
"Hey $NGA people FYI $NGAB just started trading. New SPAC same management team that bought @LionElectricCo Just bought now Excited π"
X Link 2021-01-13T16:13Z 61.5K followers, [--] engagements
"$GME Ryan Cohen was so smart he knew all it took was someone with capital behind him to have a mother of all short squeezes. This was operated beautifully almost like "Billions" type tactics. Sometimes it's reading the tape and executing and this was a masterpiece squeeze"
X Link 2021-01-14T13:42Z 52.6K followers, [--] engagements
"HOT IPO Deals that will trade today: $POSH: multiple times oversubscribed 42$ $WOOF: multiple times oversubscribed 18$ CC: @mukund may trade one today"
X Link 2021-01-14T15:16Z 52.6K followers, [--] engagements
"I rarely do this on a macro-level but here's a more top down view of what Goldman Sachs Expects for 2021: π₯ They expect the FED to stay VERY accommodative (no rate hikes) for the foreseeable future π₯ They expect Global GDP to recover strongly to 5.4% in 2021"
X Link 2021-01-18T18:10Z 52.6K followers, [--] engagements
"I'm not sure what's funnier the $DKNG short idea by @Hedgeye or the $GME short idea by @citron "but we won't talk about it today since it's inauguration day ""
X Link 2021-01-21T02:29Z 52.6K followers, [--] engagements
"Warning to $AMC and $GME"
X Link 2021-01-26T23:26Z 52.6K followers, [--] engagements
"Blockbuster went up 773% today anyone see that πππ @blockbuster u up Long $AMC ππΌ"
X Link 2021-01-27T04:03Z 52.6K followers, [--] engagements
"I heard this the profile picture that gets you laid on Tinder now $GME $NOK $AMC"
X Link 2021-01-28T01:07Z 52.6K followers, [--] engagements
"2019(pre pandemic) revenue for $AMC was [----] Billion $. Now mkt cap is [----] Billion $ Now if you look like P/S.ahhhhh who am I kidding no one is reading this for fundamentals ππ Long $AMC π€π€ͺ"
X Link 2021-01-28T11:00Z 52.6K followers, [--] engagements
"$GME $AMC π CC: @wallstreetbets @wsbmod"
X Link 2021-01-28T11:49Z 52.6K followers, [--] engagements
"@Hisdudeness121 @mukund"
X Link 2021-02-02T19:01Z 52.6K followers, [--] engagements
"Here's the best summary you will find on upgrades/downgrades for $PTON @TheMarkCooke feel free to share"
X Link 2021-02-05T15:19Z 52.6K followers, [--] engagements
"I own $NGA since 11$ and Im starting to feel like im owning $IBM since it hasnt doubled in the last two weeks ππ This SPAC market is FOMO at its best its ππ On another note looking to add two new SPACs this week will let you know soon"
X Link 2021-02-08T22:59Z 52.6K followers, [--] engagements
"$PTON is down -4.4% YTD #dogecoin up +1502% YTD Take THAT @TheMarkCooke"
X Link 2021-02-10T00:49Z 52.6K followers, [--] engagements
"$BITF upgraded to 6$ this morning up 25% since initial buy $TOI new highs since spin-off from $CSU: Sleeping Giant up 25% since initial buy @DoctaFats @mukund @Orangeman1992 @FinIndependance"
X Link 2021-02-16T14:54Z 52.6K followers, [--] engagements
"@Soumyazen (+) $ABNB $PLTR $CCIV $NGA $BFT (-) $BIFT $RTP $AJAX $ACEV Shifted to higher quality and bigger convictions"
X Link 2021-02-27T02:54Z 61.5K followers, [--] engagements
"I'm really liking $UBER as a play on a recovering economy and secular trends. I think they will be EBITDA positive in H2 [----] and that's a game changer. Trading only at 6X [----] EV/sales. Might add very soon"
X Link 2021-03-03T16:27Z 52.6K followers, [--] engagements
"In honor of $WFC hitting 52-week highs today"
X Link 2021-03-12T19:57Z 52.6K followers, [--] engagements
"$RBLX "it's too expensive" "it's only for kids""
X Link 2021-03-16T15:00Z 52.6K followers, [--] engagements
"$CRWD upgrades/downgrades summary no position"
X Link 2021-03-17T12:02Z 52.6K followers, [--] engagements
"$SHOP Block trade offered down 3%"
X Link 2021-03-26T15:57Z 52.6K followers, [--] engagements
"I like the 200-day as a potential entry point if fundamentals are in sync with technicals. Here's a few notables hitting near the 200-day MA: $SHOP 1069$ $PTON 107$ $NVDA 503$ $TWLO 304$"
X Link 2021-03-30T23:35Z 52.6K followers, [--] engagements
"Unpopular opinion: Electric cars are only as clean as their energy sources. $TSLA $CCIV $CHPT $PLUG"
X Link 2021-04-02T19:41Z 52.6K followers, [---] engagements
"$RBLX initiations begin: [--] buys [--] sells or neutral. Truist : BUY rating 78$ M.S. : OVERWEIGHT 80$ BofA : BUY rating 78$ Goldman: BUY rating 81$(street high) @honam"
X Link 2021-04-05T12:47Z 52.6K followers, [--] engagements
"$RBLX I like the stock"
X Link 2021-04-07T13:48Z 52.6K followers, [--] engagements
"$PTON Peloton Bike OTD times improving further says KeyBanc @TheMarkCooke"
X Link 2021-04-07T16:39Z 52.6K followers, [--] engagements
"$COIN IPO: 261M. shares 250$ reference price $65.2Bn reference price My guess 1st trade between 400-500$ or $104Bn-$130Bn Also how their Retail clients getting ripped off in two charts: Retail make 36% of trade volume but 91% of revenues π€¦β Hard Pass"
X Link 2021-04-14T12:29Z 52.6K followers, [---] engagements
"According to this analyst at 355$ you have 69% upside in $COIN in the next 12-months. Pro Tip: Don't believe analysts"
X Link 2021-04-14T18:43Z 52.6K followers, [--] engagements
"If you're buying $SKLZ at nearly the same EV/Sales multiple as $RBLX you need your head checked. But what do I know lol"
X Link 2021-04-19T19:01Z 52.6K followers, [--] engagements
"This week's earnings are so π΄ Next week the real earnings start π $TSLA $AMD $MSFT $GOOG $QCOM $AAPL $FB $AMZN Only to name a few"
X Link 2021-04-21T19:32Z 52.6K followers, [--] engagements
"For those registered to any MotleyFool service. The CEO of $U will be speaking live in [--] minutes"
X Link 2021-04-22T17:32Z 52.6K followers, [--] engagements
"Two Quick question to all: How long have you been investing for The one Biggest lesson learned since you started investing ππΌππΌ"
X Link 2021-04-24T13:25Z 53.6K followers, [---] engagements
"$TWTR Earnings $AMZN Earnings"
X Link 2021-04-29T20:20Z 52.6K followers, [--] engagements
"$RBLX JP Morgan: Come for the Games Platform Stay for the Metaverse; Initiating at Overweight with an $85 PT I'm long. @skaushi"
X Link 2021-05-04T11:12Z 52.6K followers, [--] engagements
"$PTON with the Death Cross π uh oh"
X Link 2021-05-04T12:54Z 52.6K followers, [--] engagements
"$FSLY price target lowered to $45 from $65 at Piper Sandler. The analyst introduces pair trade of long RingCentral (RNG) short Fastly π€"
X Link 2021-05-06T11:42Z 52.6K followers, [--] engagements
"$RBLX smashed earnings. Also things you won't hear in the media the O13 age group went up DOUBLE vs U13 age group. In normal times this would be up huge after-hours"
X Link 2021-05-10T20:12Z 52.6K followers, [--] engagements
"Berkshire adds Aon in Q1 sells out of $SYF and $SU"
X Link 2021-05-18T01:24Z 61.4K followers, [--] engagements
"Einhorn's Greenlight Capital buys $FSRV exits $NCR in Q1"
X Link 2021-05-18T01:24Z 61.4K followers, [--] engagements
"$TWTR feels like a mining company that struck gold but wants to go save the whales before they pull out the gold πͺπͺ"
X Link 2021-05-20T17:37Z 52.6K followers, [--] engagements
"$NVDA announces 4-for-1 stock split"
X Link 2021-05-21T13:02Z 52.6K followers, [--] engagements
"$RBLX big cojones move"
X Link 2021-05-21T13:50Z 52.6K followers, [--] engagements
"Fintwit rarely talks about $V and $MA. These monsters are going nowhere"
X Link 2021-05-25T19:10Z 52.6K followers, [---] engagements
"$SHOP Throwback to 2015: Shopify IPO Is Looking Very Risky For Investors. +4728% later his "Master of Science in Finance" was the trigger to buy. Do your OWN research"
X Link 2021-05-26T18:29Z 52.6K followers, [--] engagements
"$RBLX was watching my daughter play Roblox and she screamed and said Dad that girl is so lucky I said why She said she has a face I want in the game. OK this is insane the face she wants is 78k Robux or 1364$ real dollars. Pic on the left is face/pic on right is in game"
X Link 2021-05-30T01:23Z 52.6K followers, [--] engagements
"Here's a very short history of a 500X Bagger company you probably never heard of: IDEXX Laboratories Corp $IDXX I found them by accident and thought I'd look into this company"
X Link 2021-05-31T19:45Z 52.6K followers, [--] engagements
"$AMC Entertainment jumps 13% to $29.47 after announcing new $230.5M equity raise. Please explain to me how this headline makes any sense ππ€¦β"
X Link 2021-06-01T12:00Z 52.6K followers, [--] engagements
"1986 IPO list of "High Tech stocks: $MSFT at 21$(pre-split) $ORCL at 15$(pre-split) But the more important thing look at the other names on the list that vanished in the abyss. Not all stocks will stand the test of time. Know what you own"
X Link 2021-06-04T17:30Z 52.6K followers, [--] engagements
"What two stocks should merge to form a better company I'll go first: $FSLY and $NET"
X Link 2021-06-11T17:00Z 62.3K followers, [---] engagements
"Why doesn't $TWTR have stocks trending section It's a simple useful tool without much added effort from them. Does Twitter know how many people use their platform as a go-first real-time investing intel platform So many use cases for this company but CEO too busy doing this"
X Link 2021-06-14T02:06Z 52.6K followers, [--] engagements
"Disclaimer: long calls + common shares. Special Sits pick. Tagging a few that follow it: @mukund @skaushi @DoctaFats @plantmath1 @SixSigmaCapital @jablamsky @aadhansen @TurnerNovak @shariffarha @reciknows @Investor_NICK_ @thomasg_grizzle @JJMStocks @Crussian17"
X Link 2021-06-17T01:14Z 65.3K followers, [--] engagements
"$MSTR crackaddict with Bitcoin. Borrows money and promises to pay you back later to buy his fix. *MicroStrategy Acquires Additional Bitcoins And Now Holds Over [------] Bitcoins In Total $MSTR *MicroStrategy Acquires Additional Bitcoins And Now Holds Over [------] Bitcoins In Total $MSTR"
X Link 2021-06-21T12:01Z 52.6K followers, [--] engagements
"Paypal Mafia founded: $TSLA YouTube SpaceX LinkedIn Yelp Palantir Affirm Yammer And many more. Talk about brain power"
X Link 2021-06-29T02:45Z 52.6K followers, [--] engagements
"$ALT Guggenheim names Altimmune a 'Best Idea' trims price target to $42. $ALT is down -33% pre-mkt to 10.75$. @skaushi"
X Link 2021-06-30T13:11Z 52.6K followers, [--] engagements
"10000$ invested in $GE vs $AMZN from July [----] until today (20-yr horizon): $GE : $3340 $AMZN : $4150000 Yes it's an extreme example but in [----] $GE was the largest company in the S&P500 and $AMZN was just [---] Billion $. Lesson for me: Bigger is not always better"
X Link 2021-07-11T00:46Z 52.6K followers, [---] engagements
"Good morning everyone and remember love your significant other as much as the FED loves printing money"
X Link 2021-07-14T13:12Z 52.6K followers, [--] engagements
"$TWTR Twitter remains one of their Top Picks. They believe there is upside in the Q. to their $1.060B (+55%) estimate & the high end of the guide w/investor expectations based on recent discussions likely in the low-mid 60's%. Twitter reports 7/22 after-hours. Long $TWTR"
X Link 2021-07-15T13:00Z 52.6K followers, [--] engagements
"$PTON BofA ups Peloton target to $135 from $123 on UnitedHealth partnership"
X Link 2021-07-21T13:51Z 52.6K followers, [--] engagements
"$TWTR shareholders are so fukd π€¦β"
X Link 2021-07-21T18:06Z 52.6K followers, [--] engagements
"How are $AKAM $FSLY $NET only worth [--] Billion $ combined when they can literally cripple the whole internet"
X Link 2021-07-22T17:04Z 52.6K followers, [---] engagements
"$TWTR about god damn time"
X Link 2021-07-22T20:07Z 52.6K followers, [--] engagements
"$TWTR read this in yellow I just found in their shareholder letter.oh my"
X Link 2021-07-22T20:13Z 52.6K followers, [--] engagements
"I will not accept $PINS being up more on sympathy than $TWTR on actual earnings"
X Link 2021-07-22T22:34Z 52.6K followers, [--] engagements
"$RBLX has entered the chat π Weve been expecting you Zuck"
X Link 2021-07-29T03:29Z 52.6K followers, [--] engagements
"Good Morning everyone and remember the $HOOD IPO is today and Vlad is still CEO"
X Link 2021-07-29T11:36Z 52.6K followers, [--] engagements
"Mkt Cap of some Fintwit faves if they "10x in [--] yrs" $TSLA [----] Trillion $ $SE [---] Trillion $ $SHOP [---] Trillion $ $SNAP [----] Trillion $ $SQ [----] Trillion $ $ABNB [---] Billion $ $MELI [---] Billion $ $PTON [---] Billion $ $PINS [-----] Billion $ 25% CAGR for [--] yrs"
X Link 2021-07-30T15:53Z 52.6K followers, [--] engagements
"$FSLY Fastly Inc options imply 23.3% move in share price post-earnings. Gulp"
X Link 2021-08-04T18:52Z 53.8K followers, [--] engagements
"After-Hours Action: $ROKU -7.2% $ETSY -11.4% $UBER -6.2% $FSLY -17% Welcome to the Thunderdome Fintwit"
X Link 2021-08-04T20:18Z 52.6K followers, [---] engagements
"Strong $BKNG earnings last night and especially strong in Europe is very telling for $ABNB. US domestic market has been even more resilient given local vacation bookings spiking for summer. $ABNB has their earnings on August 12th and the set-up looks very timely"
X Link 2021-08-05T14:32Z 52.6K followers, [--] engagements
"$RBLX is something elsesheeeh. FCF and over [--] metrics both trending the right way. Wouldnt be surprised to see this turn AH"
X Link 2021-08-16T20:14Z 52.6K followers, [--] engagements
"I have room for another name to buy. Requirements: β [--] Bil mkt cap βLittle to no net debt βPreferably founder led βSustainable Top line Growth over 25%+ βNot many direct comps If you have a stock that fits this criteria please share below. Thx Q"
X Link 2021-08-18T14:31Z 65K followers, [---] engagements
"Notable Stocks With LargestFrom 52-week Highs: $TAL -94% $RLX -87% $QS -85% $NKLA -83% $WISH -81% $TLRY -81% $DM -79% $ABCL -78% $TME -78% $SKLZ -77% $API -77% $AI -76% $POSH -75% $CLOV -73% $IQ -71% $FSLY -70% $CGC -70% $LAZR -69% $GME -68% $PLUG -67% $LEV -67% $BIGC -66% πΆ"
X Link 2021-08-19T15:07Z 52.6K followers, [--] engagements
"$ABNB best gif ever π"
X Link 2021-08-24T13:52Z 52.6K followers, [--] engagements
"@grosven don't follow it at all why the 50% drop after earnings"
X Link 2021-08-30T18:22Z 61.4K followers, [--] engagements
"Being in I don't tend to talk much here about Stocks but here's a few less known stocks I follow/like that are on π₯ YTD: $MAGT +151% $NVEI +110% $TOI +89% (you might know this one π₯°) $TOY +66% $ATZ +59% $LSPD +56% $CIGI +55% Don't sleep on Canada"
X Link 2021-09-01T14:24Z 60.6K followers, [--] engagements
"$TWTR Twitter launches 'Safety Mode' that block accounts for [--] days. Some of us will be using this more than others lol"
X Link 2021-09-01T16:03Z 52.6K followers, [--] engagements
"$DHR Danaher Corporation has a cheat code"
X Link 2021-09-06T02:01Z 61.3K followers, [--] engagements
"$TWTR Twitter tests new feature to let users remove followers without blocking. $SQ shareholders get AfterPay $TWTR shareholders get to be passive aggressive"
X Link 2021-09-08T15:57Z 52.6K followers, [--] engagements
"$BABA has not followed EPS since October [----]. If they did Stock should be around 275$. vs $GOOG has followed it like a magnet. Funny how that works sometimes"
X Link 2021-09-08T20:06Z 52.6K followers, [--] engagements
"$LULU Analyst Summary"
X Link 2021-09-09T11:26Z 52.6K followers, [--] engagements
"I guess Fintwit forgot about $PINS after one bad quarter huh. I barely see any posts on it on my feed"
X Link 2021-09-09T13:29Z 52.6K followers, [---] engagements
"$UPST now worth more than KeyCorp Bank the 26th largest bank in the US which was founded [----]. Disruption is amazing. and yes i'm still short :)"
X Link 2021-09-09T19:43Z 52.6K followers, [--] engagements
"Goldman Analysts woke up this morning and said how can we f shit up Sell Rating on $ABNB Sell Rating on $TWTR But then I remember.ah yes :)"
X Link 2021-09-13T11:09Z 52.6K followers, [--] engagements
"βNotable Stocks β10 Bil $ Mkt Cap + β-30%+ from 52-week Highs: $HOOD -52% $DIDI -52% $RNG -50% $COIN -42% $PLTR -42% $WIX -40% $NOK -40% $PATH -37% $UBER -37% $BMBL -37% $COUP -35% $SPLK -31% $ZEN -31% π"
X Link 2021-09-14T13:53Z 52.6K followers, [--] engagements
"$RBLX Imagine looking at monthly stats and thinking this is a long term pattern. This analyst really expected this company to have perpetual growth MoM Keep your sell rating i'll check with you in [--] years buddy. @RemindMe_OfThis in [--] years"
X Link 2021-09-15T13:50Z 52.6K followers, [--] engagements
"$ECL Ecolab"
X Link 2021-09-15T21:44Z 53.7K followers, [--] engagements
"$DG Dollar General Corp"
X Link 2021-09-15T21:44Z 54.1K followers, [--] engagements
"$CTAS Cintas"
X Link 2021-09-16T17:24Z 52.6K followers, [--] engagements
"$TDG Transdigm Group"
X Link 2021-09-16T17:24Z 53.8K followers, [--] engagements
"$NDAQ Nasdaq Inc"
X Link 2021-09-16T17:24Z 53.8K followers, [--] engagements
"$IT Gartner"
X Link 2021-09-16T17:24Z 53.8K followers, [--] engagements
"$POOL Pool Corp"
X Link 2021-09-16T17:24Z 54.8K followers, [--] engagements
"However after explaining to him about how they raised 30000$ by selling cereal boxes Paul Graham changed his mind. Paul Graham said: If you can convince people to pay $40 for a $4 box of cereal maybe you can get strangers to stay in other strangers homes"
X Link 2021-09-21T19:17Z 54.2K followers, [--] engagements
"Once Airbnb linked with Y Combinator they were able to get access to larger partners namely Sequoia Capital who led a seed round for 600000$ in [----]. Cashflow was not an issue anymore and the rest as we say is history"
X Link 2021-09-21T19:17Z 54.2K followers, [--] engagements
"In Q1 [----] VRBO ( $EXPE ) spent 10X more on US advertising than $ABNB. Sorry VRBO but you can't buy: Asset Light Model First Mover Advantage Operating Leverage Brand Loyalty and Recognition Long $ABNB"
X Link 2021-09-23T14:36Z 52.6K followers, [--] engagements
"Roblox announced the first "Roblox Listening Party" With Roblox Listening Parties artists premiere a new album in select top experiences giving them access to millions of fans who can listen to their music while they play and hang out with their friends. long $RBLX"
X Link 2021-09-24T13:45Z 52.6K followers, [--] engagements
"$ROKU Roku selloff overdone as streaming lead remains says BofA $ROKU shareholders still alive"
X Link 2021-09-27T18:14Z 52.6K followers, [--] engagements
"I don't own it but looking at $SNAP Expected EPS growth for the next [--] years unless there's some execution hiccups this company is about to knock it out of the park. [----] EPS: 0.36$ [----] EPS: 0.80$ +123% YoY [----] EPS: 1.62$ +103% YoY"
X Link 2021-09-29T17:43Z 52.6K followers, [--] engagements
"BREAKING: $FSLY Fastly says it's not responsible for the global internet outage since they have no more clients"
X Link 2021-10-04T16:23Z 52.6K followers, [---] engagements
"$CPNG Vs Competitors since IPO (March 2021): $CPNG: -44% $SE: +39% $AMZN: +6% $MELI: 0% $NAVER: 0% $JD: -15% $BABA: -35% $PDD: -41% We have some catching up to do. π"
X Link 2021-10-07T14:45Z 61.1K followers, [--] engagements
"$SHOP Shopify has grown at 99.08% CAGR since their IPO in [----]. Lord have mercy"
X Link 2021-10-14T17:10Z 64.3K followers, [---] engagements
"#Bitcoin say hi to 60K π Like if you think we get the ETF Approval before year-end"
X Link 2021-10-15T13:55Z 52.6K followers, [--] engagements
"Friendly Reminder that $SHOP owns [--] Million shares of $AFRM which is now worth [--] Billion $ and counting"
X Link 2021-10-15T14:58Z 61.7K followers, [---] engagements
"$ABNB U.S. Average Daily Rate(ADR) in [----] is +29.5% higher from [----] levels for Thanksgiving and Christmas Bookings. Bottom Line: Airbnb should obliterate Q3 earnings with a strong Q4 guidance. Source: AirDNA"
X Link 2021-10-21T17:06Z 52.6K followers, [--] engagements
"$SNAP just shit the bed. Where's the investing is easy guys"
X Link 2021-10-21T20:10Z 52.6K followers, [--] engagements
"After-hours Laggards: $SNAP -23% $FB -6% $TWTR -5% $TTD -5% $ROKU -3% $GOOG -3% The Nasdaq will be fun tomorrow π¬"
X Link 2021-10-21T20:43Z 52.6K followers, [--] engagements
"This is a crazy but impressive. $TSLA reached 1T$ valuation on [----] Billion sales $ which is the lowest sales/1T$ Ratio VS $FB $MSFT $GOOG $AMZN $AAPL"
X Link 2021-10-26T15:39Z 52.6K followers, [--] engagements
"$ABNB This is an excellent summary by Polen Capital (50 Biilion $ AUM) on why they hold Airbnb for the long haul and their competitive advantage. Airbnb Reports November 4th and it's my largest personal position"
X Link 2021-10-27T18:24Z 52.6K followers, [--] engagements
"$FB Name already changed on CNBC under Meta Platforms βΎ. Zuck ain't messing around with you peasants"
X Link 2021-11-01T13:37Z 52.6K followers, [--] engagements
"$CAR Avis Budget Group is now 50X bagger since March 2020"
X Link 2021-11-02T14:10Z 59.4K followers, [--] engagements
"$UPST options pricing a +/- 15% move in the stock for tonight. My guess they should beat earnings but will take more than a beat and raise to keep this gravy train going. Upstart is up +240% since its last earnings call on August 10th and trading +94% above its 200-day MA"
X Link 2021-11-09T16:43Z 52.6K followers, [--] engagements
"$RBLX up +42% now to ATH. This is not a Market For Old Men"
X Link 2021-11-09T21:02Z 52.6K followers, [--] engagements
"$CPNG Coupang Eats App #1 in SK on Google Play ahead of McDonald's and Starbucks but you know price is down so it's a bad company lol"
X Link 2021-11-12T16:05Z 57K followers, [--] engagements
"$RBLX Friendly Reminder Roblox has their Investor Day tomorrow. They hinted on the Earnings Call about some potential deals with some very well known Educational Institutions and they will dig deeper on advertising on the platform. π₯π₯ Touched ATH at $110.35 today"
X Link 2021-11-15T21:50Z 52.6K followers, [--] engagements
"$RBLX is officially a double for me. Congrats to everyone but this is years in the making. Rome didnt get built in a day"
X Link 2021-11-18T14:45Z 52.6K followers, [---] engagements
"$RBLX x $NKE lets go π"
X Link 2021-11-18T17:38Z 52.6K followers, [---] engagements
"Germany Covid cases at all time highs now with about 70% of the population fully vaccinated. I just dont get it anymore. I know you can get Covid while being vaccinatedbut wth. Maybe its time to buy $ZM again"
X Link 2021-11-19T11:54Z 52.6K followers, [---] engagements
"$ABNB this very bullish for Airbnb even Dexter moved from the City of Miami to a quieter Work-From-Home in upstate New York"
X Link 2021-11-20T16:07Z 52.6K followers, [--] engagements
"Short Selling of $ARKK has risen to a record high nearing 20%"
X Link 2021-11-22T13:11Z 52.6K followers, [---] engagements
"πͺ πͺ πͺ πͺ πͺ πͺ πͺ πͺ πͺ πͺ πͺ πͺ"
X Link 2021-11-22T17:03Z 65.3K followers, [---] engagements
"@alexkagin Run a screen on Finviz for companies growing earnings 10%+ for the next [--] yrs under 20X P/E and you will get names no one here talks about"
X Link 2021-11-23T21:19Z 61.5K followers, [--] engagements
"$ABNB Demand for U.S. short-term rentals accelerated in October reaching the highest growth rate since the onset of the global pandemic. Average daily rates (ADRs) are increasing as well growing to $243.28 in October up 24.7% over [----]. Source : AirDNA"
X Link 2021-11-24T19:26Z 52.6K followers, [--] engagements
"$PYPL CEO on BNPL: βDuring Black Friday volume on BNPL was up almost +400% YoY. βNovember which is the first time the company recorded $1 Billion of process volume through its BNPL. βPayPal already 3rd/4th in the World in BNPL. βEbay is now only 3% of TPV. long $PYPL"
X Link 2021-12-01T00:43Z 54K followers, [---] engagements
"$RIVN How it started (Nov 13) How it's going (Dec 6)"
X Link 2021-12-13T20:11Z 52.6K followers, [--] engagements
"$ABNB Pretty cool when the CEO of Airbnb likes one of your tweets. It just shows hes in tune with all his stakeholders: customers employees and shareholders alike. Happy Holidays @bchesky"
X Link 2021-12-29T01:22Z 52.6K followers, [--] engagements
"$ABNB People are craving unique experiences. Here are the fastest growing property types below. Again Hotels can't compete literally"
X Link 2022-01-03T16:48Z 52.6K followers, [---] engagements
"$CPNG Coupang Play and Coupang Eats are now #3 and #5 most downloaded apps in South Korea on Google Play"
X Link 2022-01-04T03:18Z 57K followers, [--] engagements
"If Cathie would unwind her fund today $ARKK would still have a CAGR 25% since [----]. MJ and Seinfeld retired while on top. Cathie are you listening kidding of course she'll be just fine after this storm passes"
X Link 2022-01-05T20:42Z 52.6K followers, [--] engagements
"Microstrategys Michael Saylor will either go down as one of the craziest CEO in history or a polymath that was way before his time. They currently hold [------] #bitcoin"
X Link 2022-01-11T03:41Z 52.6K followers, [--] engagements
"$ARKK % from 52-week highs for all components. ooff"
X Link 2022-01-11T20:04Z 52.6K followers, [---] engagements
"@PatrickBaitman3 she doesn't provide price paid if you can find it please share"
X Link 2022-01-11T22:02Z 61.4K followers, [--] engagements
"@DocCapital The real NFTs. π― Registering $SMUT in case Pornhub lists soon"
X Link 2022-01-16T16:15Z 61.5K followers, [--] engagements
"$ARKK now only +30% above it's pre-covid levels. Peak was +166% above pre-covid levels. We're getting there"
X Link 2022-01-18T16:43Z 52.6K followers, [--] engagements
"$ARKK the average investor in the ARK ETF's is sitting on a -27% loss according to Bespoke Investment Group. Another sign we might be closer to the bottom"
X Link 2022-01-19T20:28Z 52.6K followers, [--] engagements
"BREAKING: $PTON halting production of bikes and treadmills because people prefer to drink Coke and Smoke Cigarettes"
X Link 2022-01-20T18:01Z 52.6K followers, [---] engagements
"If a FAANNGM component can lose 20% on bad earnings no bitches are safe"
X Link 2022-01-20T23:33Z 52.6K followers, [---] engagements
"I never understood why there's like [---] sell-side analysts following a stock like $TSLA or $AAPL. I get the IB business but what value can you bring as the 197th analyst following Apple Sell-side should focus on the small or mid-cap space where equities can be greatly mispriced"
X Link 2022-01-25T13:00Z 54.2K followers, [---] engagements
"@nicktjacob I didlooks like hes cornering the floatpotential $GME type move who knowswhoever is short there better have an exit plan. Dont own it"
X Link 2022-01-29T04:15Z 54.1K followers, [--] engagements
"@SixSigmaCapital Marketplaces are usually phenomenal businesses. $CME $ICE $NDAQ $CBOE but their underlying proxy is a bit more stable that crypto"
X Link 2022-01-30T21:24Z 62.9K followers, [--] engagements
"$CROX is down 50% in [--] months I totally missed that one and might finally get another crack at it. 6% FCF yield. 12$ of EPS in [----]. S/O shrunk from 92M shares to 62M shares"
X Link 2022-01-31T14:07Z 52.6K followers, [--] engagements
"$GOOG 20-for-1 stock split"
X Link 2022-02-01T21:43Z 52.6K followers, [--] engagements
"Actual EPS Vs Estimate Surprise % (Since 2015) $GOOG vs $FB VERY high correlation of EPS surprises between the two companies. Facebook reports tomorrow after-hours. πΏ"
X Link 2022-02-02T00:48Z 52.6K followers, [--] engagements
"$GOOG analyst summary for you all. More to come in an hour"
X Link 2022-02-02T12:27Z 52.6K followers, [---] engagements
"$PYPL analyst summary. Target reduction s across the street as expected but nearly all kept BUY rating. More summaries in an hour"
X Link 2022-02-02T12:30Z 52.6K followers, [---] engagements
"$PTON bullmarket back on π€£"
X Link 2022-02-04T22:17Z 52.6K followers, [--] engagements
"@ebitdaddy90 Amazing how so much money is incinerated on short term thinking just goes to show how much marketplace participants play different games yet expect same outcomes"
X Link 2022-02-05T16:07Z 67.2K followers, [--] engagements
"$NET before earnings looking at $AFRM while still trading at 50x sales"
X Link 2022-02-10T20:42Z 52.6K followers, [--] engagements
"Congrats to $NET longs you now hold a company trading at 33x sales instead of 46x sales before [--] rate hikes"
X Link 2022-02-10T21:26Z 53.5K followers, [---] engagements
"$ABNB options imply 8.3% move post-earnings $RBLX options imply 19.8% move post earnings SpicyπΆ"
X Link 2022-02-15T18:54Z 52.6K followers, [--] engagements
"$DKNG Our stock is down -70% in the last 12-months No problem let's dish out [---] million $ in stock based compensation to "retain talent""
X Link 2022-02-18T13:04Z 54.1K followers, [---] engagements
"$VRM When your stock is down -92% since IPO and you arent labeled a fraud how bad of a management team can you have Meet Vroom"
X Link 2022-03-01T16:54Z 52.6K followers, [---] engagements
"Holy f $CRWD has never had a negative earnings surprise. They've beaten [--] times in a row"
X Link 2022-03-09T18:36Z 52.6K followers, [---] engagements
"Imagine being a Credit Suisse employee for the last [--] years and your company stock is down 80% since. πͺ³"
X Link 2022-03-10T17:04Z 52.6K followers, [---] engagements
"Finally got around watching the [--] Minutes piece on lack of U.S. single family housing. I still remember when $TCN Tricon Residential IPO'd in [----] on the TSX and was wondering why the hell would they buy houses in Texas and list on the TSX. Boy was I wrong about this one"
X Link 2022-03-22T19:04Z 58.1K followers, [--] engagements
"Holy sh*t I guess now well see if its really a housing bubble or not π"
X Link 2022-04-07T12:01Z 52.6K followers, [---] engagements
"Stocks that went up during last FED rate hike cycle. From 2015-2019 the FED raised rates from 0.25% to 2.50% possibly a similar path to today. Guess what Some stocks actually went up during that cycle. Shocking I know. Here's a [--] stocks that performed well during:"
X Link 2022-04-22T14:07Z 62.7K followers, [---] engagements
"$FB $8528000000 of Free Cash Flow this quarter. ok bye now π off to watch some NBA Playoffs to unwind"
X Link 2022-04-28T00:15Z 52.6K followers, [---] engagements
"$ABNB here's what JPM and the street are expecting for Airbnb ahead of tonight's earning call"
X Link 2022-05-03T13:51Z 52.6K followers, [--] engagements
"$AMD is up 2620% since Lisa Su became CEO in [----] or a 54.51% CAGR. $INTC is up 62% since Lisa Su became CEO in [----] or a 6.60% CAGR Intel has had [--] CEO's since then"
X Link 2022-05-04T13:20Z 52.6K followers, [---] engagements
"$ABNB Tomorrow morning Airbnb will be different Tomorrow morning Airbnb will be different"
X Link 2022-05-11T04:45Z 52.6K followers, [--] engagements
"VC's who [--] months ago were talking about the use cases of JPEG's are now advocating for Free Cash Flow"
X Link 2022-05-26T18:17Z 52.6K followers, [--] engagements
"$ULTA since the GFC Ulta Beauty has Outperformed: $AAPL $AMZN $MSFT $GOOGL This was not on my bingo card"
X Link 2022-05-27T14:13Z 52.6K followers, [---] engagements
"ππ recessionary times"
X Link 2022-06-06T02:03Z 52.6K followers, [--] engagements
"Hotel in Toronto in June 749$/night same Hotel in Toronto in June Corporate Rate 229$/night Totally normal"
X Link 2022-06-06T19:44Z 62.8K followers, [--] engagements
"The biggest interest rate increase since [----] is bullish. The all time low unemployment rate is bearish. You get it now"
X Link 2022-06-16T02:24Z 52.6K followers, [--] engagements
"$NET is down -80% from highs but still trades at 15x Sales. Seriously WTF were people smoking buying this at 80X sales"
X Link 2022-06-27T14:06Z 53.3K followers, [---] engagements
"Semis NTM P/E: $NVDA 31x $ASML 24x $AMD 17x $TXN 17x $MRVL 16x $ADI 15x $TSM 14x $AVGO 13x $NXPI 11x $INTC 10x $MCHP 10x $STM 10x $ON 10x $QCOM 9x $SKWS 9x $MU 5x π½Not exactly excessive"
X Link 2022-06-27T15:44Z 52.6K followers, [---] engagements
"Give me your most controversial/non-consensus take on a stock I will rate you 1-10"
X Link 2022-06-28T17:14Z 65.5K followers, [---] engagements
"Did I just really see a short report on TD bank π The balls"
X Link 2022-07-07T14:38Z 52.6K followers, [--] engagements
"$TD Bank going to zero"
X Link 2022-07-07T14:42Z 52.6K followers, [--] engagements
"$TSM has had only ONE year of negative sales growth since [----]. It was during the GFC and sales went down only -11.2%. Compounding Machine"
X Link 2022-07-14T17:55Z 52.6K followers, [--] engagements
"$ABNB back-to-back $800M FCF quarters π¦"
X Link 2022-08-03T13:20Z 52.6K followers, [--] engagements
"$POOL is down -31% YTD. If they end the year in negative territory this would be the first time in [--] years that Pool Corp has had a negative yielding stock performance"
X Link 2022-08-19T16:50Z 53.6K followers, [--] engagements
"Semis NTM P/E: $NVDA 47x $ASML 31x $AMD 22x $MRVL 22x $TXN 19x $ADI 17x $INTC 15x $ON 15x $AVGO 14x $TSM 13x $NXPI 12x $MCHP 12x $QCOM 11x $STM 9x $SWKS 9x $MU 7x A little richer valuations than last time. Semis NTM P/E: $NVDA 31x $ASML 24x $AMD 17x $TXN 17x $MRVL 16x $ADI 15x $TSM 14x $AVGO 13x $NXPI 11x $INTC 10x $MCHP 10x $STM 10x $ON 10x $QCOM 9x $SKWS 9x $MU 5x π½Not exactly excessive. Semis NTM P/E: $NVDA 31x $ASML 24x $AMD 17x $TXN 17x $MRVL 16x $ADI 15x $TSM 14x $AVGO 13x $NXPI 11x $INTC 10x $MCHP 10x $STM 10x $ON 10x $QCOM 9x $SKWS 9x $MU 5x π½Not exactly excessive"
X Link 2022-08-25T14:44Z 52.6K followers, [--] engagements
"Paul Krugman is teaching a Masterclass in economics. It's about how to be wrong 98% of the time and get paid for it"
X Link 2022-08-29T18:24Z 52.6K followers, [---] engagements
"George W. Bush is also teaching a Masterclass on Leadership. It's about how to invade countries against their will and how to duck when shoes are being thrown at you"
X Link 2022-08-29T18:31Z 52.6K followers, [--] engagements
"This action in $OKTA makes no sense. Did not listen to the call but just surface numbers werent that bad or am I missing something"
X Link 2022-09-01T16:02Z 52.6K followers, [--] engagements
"@elonmusk Deflation: Fed rate hikes Inflation: Number of kids Elon has"
X Link 2022-09-09T23:50Z 52.6K followers, [--] engagements
"Credit Suisse CDS Spreads are nearing [----] levels. This is NOT good"
X Link 2022-09-26T12:06Z 52.6K followers, [--] engagements
"$DOCU LOOOOOOOLπβ°"
X Link 2022-09-30T17:11Z 54.2K followers, [---] engagements
"Good morning to all the New Credit Suisse Experts. General Ackman would be very proud"
X Link 2022-10-02T12:10Z 52.6K followers, [--] engagements
"Lots of opportunities in Canada too: $SHOP -80% $GOOS -55% $BLDP - 46% $TOI -43% $CAE -39% $GFL -27% $DIR.UN -38% $CJT -33% $ZZZ -33% $CIGI -33% $PBH -33% $BNS -27% $BAM.A -26% Keep in mind a lot of these are inter-listed and USD/CAD is up +7% YTD"
X Link 2022-10-03T19:43Z 52.6K followers, [---] engagements
"Below is the DCF analysis at $META $FB IPO in [----] by JP Morgan. Their [----] Revenues projected were off by $40 BILLION than actual numbers and FCF were off by $14 BILLION. Look we all have opinions on future outcomes but humility should always be top of mind both ways"
X Link 2022-10-06T15:14Z 52.6K followers, [---] engagements
"$META Connect '22 is tomorrow. On Rogan Zuck had mentioned that the Quest Pro would be released in October. Also there's speculation about GTA being released on Quest shortly discussed last year so at the very least a major update is due. $META still a 0$ though of courseπ"
X Link 2022-10-10T17:55Z 52.6K followers, [--] engagements
"The Buyback Yield for $META is now 15.66% lol"
X Link 2022-10-12T18:02Z 52.6K followers, [---] engagements
"$BRK.B touched 52-week lows this morning at $259.85 and is now 276.57$ or 6.43% higher. Berkshire shareholders have no idea this happened today since none of them own a computer"
X Link 2022-10-13T19:01Z 52.6K followers, [---] engagements
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