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@StockMarketNerd
"I love Charles Schwab. The UI is so bad that I am less likely to spend more time on that app than I need to. And I am therefore less likely to make impulsive decisions or have too much portfolio churn. You rock Charles Schwab"
X Link @StockMarketNerd 2025-10-14T20:13Z 182K followers, 322.3K engagements
"Hey @grok what are you X most common answers in the comments section"
X Link @StockMarketNerd 2025-10-13T19:57Z 182K followers, 13.1K engagements
"@Courage_wins You do whatever you want. Youre right I dont own pre revenue companies 5+ years away from having real value products that have $20B market caps. If you think you should own those companies thats your prerogative"
X Link @StockMarketNerd 2025-10-13T18:37Z 182K followers, XXX engagements
"Me right now:"
X Link @StockMarketNerd 2025-10-14T14:03Z 182K followers, 266.6K engagements
"If this is fear we are truly so spoiled"
X Link @StockMarketNerd 2025-10-10T18:17Z 182K followers, 55K engagements
"Before $UBER bulls get nervous about Waymo using Moove in London please remember that $UBER owns a 10%+ stake in that company & has X board seats"
X Link @StockMarketNerd 2025-10-15T14:39Z 182K followers, 14.5K engagements
"Pre-revenue companies dumping more stock on retail at $10B+ valuations:"
X Link @StockMarketNerd 2025-10-14T18:18Z 182K followers, 17.5K engagements
"@ecommerceshares Like Taco Bell working through a digestive system fast"
X Link @StockMarketNerd 2025-10-12T17:35Z 181.6K followers, 3302 engagements
"@Anthony_IV Would be silly not to be diluting like crazy right now"
X Link @StockMarketNerd 2025-10-14T18:27Z 182K followers, XXX engagements
"Would be so funny if $AMD announced an investment in OpenAI to help them fund the massive GPU commitment OpenAI just made to $AMD for a stake in AMDs company"
X Link @StockMarketNerd 2025-10-06T13:13Z 182K followers, 12.1K engagements
"Hard to see prediction markets "killing" BetMGM in their latest release. Raised annual revenue target by 2%. Raised annual EBITDA target by 33%. Based on strong underlying trends. If they can hang in there this well. stronger players like $FLUT & $DKNG should too"
X Link @StockMarketNerd 2025-10-14T13:54Z 182K followers, 13.3K engagements
"Signs you may be a degenerate: X. Portfolio consistently down more than $ARKK on deeply red index days X. Checks weekend index prices constantly X. Robinhood overnight trading opening each Sunday is like Christmas X. Feels bored when not making a trade X. Short-dated options are the go-to"
X Link @StockMarketNerd 2025-09-25T16:12Z 182K followers, 25K engagements
"Some friendly advice. Take it or leave it. Up to you. If today is blowing your account up Lay off the short-dated options & cool it with the margin. Maybe ease up on the high beta too. Nothing wrong with common equity & only investing the $ you actually have in risky assets"
X Link @StockMarketNerd 2025-10-10T19:59Z 182K followers, 44.6K engagements
"Allegations against $APP dont look great. Sounds like the SEC is investigating data collection issues as a follow up to the various short reports in the past called out. Could be something. Could be nothing. We shall see. & chin up bulls youre up XXX% in the last year"
X Link @StockMarketNerd 2025-10-06T21:04Z 181.9K followers, 19.8K engagements
"Some thoughts on $SOFI Invest's ramping focus & potential:"
X Link @StockMarketNerd 2025-10-08T17:27Z 182K followers, 28.8K engagements
"The names I get the most sh*t for owning at any given point in time are generally my top performers over the coming months. When negative sentiment peaks for healthy companies incessant noise is loudest bears are boldest & holding on is most important"
X Link @StockMarketNerd 2025-10-08T17:48Z 181.9K followers, 14K engagements
"@joecarlsonshow Good companies"
X Link @StockMarketNerd 2025-10-01T15:47Z 181.9K followers, 2516 engagements
"@GabGrowth Have been so impressed with $SE since they fixed the cost structure & continued delivering fantastic top line growth"
X Link @StockMarketNerd 2025-10-09T14:57Z 182K followers, 1205 engagements
"@commonsenseplay Just harder to control downside risk when potential losses are uncapped and weve seen how bat sh*t crazy this market can get. But youre also right timing puts to try to actually make good money feels almost impossible"
X Link @StockMarketNerd 2025-10-14T16:28Z 182K followers, 5235 engagements
"@HeidingOut @ClearThoughts12 Cant wait for you to say more stupid sh*t so I can hit the block button. The floor is yours"
X Link @StockMarketNerd 2025-10-12T17:51Z 181.6K followers, XX engagements
"You know sentiment is bad when not even an OpenAI partnership can get $CRM going"
X Link @StockMarketNerd 2025-10-14T14:35Z 182K followers, 18.5K engagements
"Would be good news for $MELI. Need to get the currency swap agreement finalized too"
X Link @StockMarketNerd 2025-10-06T14:53Z 181.8K followers, 21K engagements
"If $DIS didnt cut Pardon My Take right before its debut then that would probably be its top-rated ESPN show today. Allergic to success"
X Link @StockMarketNerd 2025-10-07T20:46Z 182K followers, 12.1K engagements
"Whats you highest conviction holding right now"
X Link @StockMarketNerd 2025-10-13T13:47Z 182K followers, 168.6K engagements
"Fox Business is calling the $ORCL report today on Blackwell rentals inaccurate or off base. Citing sources familiar with the situation. Reminds me of the Azure is canceling leases headline everyone panicked about that ended up being routine capital allocation tweaks"
X Link @StockMarketNerd 2025-10-07T20:00Z 181.9K followers, 12.6K engagements
"Things you see/hear near a top: 1) Endless year-to-date return charts 2) Investing is easy 3) Is Berkshire washed 4) 20X sales becomes a normal part of the conversation 5) No I know theres no real business but you just dont get it. There will be. 6) $10B+ firms that have tiny decrepit HQ buildings & no scalable business models. 7) companies giving away equity rights for revenue 8) companies that make no money that are signing $300B commitments 9) SPAC salesmen returning 10) setting unattainable financial targets several years out to justify a crazy price tag 11) constant capital raising &"
X Link @StockMarketNerd 2025-10-06T15:24Z 182K followers, 106.2K engagements
"@MagnusSigurdss $15B buyback announcement was in addition to about $5B left on the existing program from 2022"
X Link @StockMarketNerd 2025-10-09T19:26Z 182K followers, 2793 engagements
"(I didnt make the unique chart. Wells Fargo did. I just found the data within it useful)"
X Link @StockMarketNerd 2025-10-11T00:22Z 182K followers, 28.3K engagements
"Fun fact: $PYPL's current buyback program is worth nearly XX% of the total market cap & it plans to repurchase nearly XX% of its total shares this year"
X Link @StockMarketNerd 2025-10-09T18:35Z 182K followers, 80.5K engagements
"Whats currently your largest stock holding"
X Link @StockMarketNerd 2025-07-16T15:03Z 182K followers, 75.5K engagements
"$RBRK Investment Case article will be published soon. Excited to share. 🙂👍"
X Link @StockMarketNerd 2025-09-27T15:17Z 182K followers, 18.9K engagements
"Wells Fargo data pointing to $GOOGL Search market share (not including Gemini) rising through July & August after more than a year of declines:"
X Link @StockMarketNerd 2025-10-10T14:08Z 182K followers, 833.2K engagements
"$PYPL moving. 👀🙂 Maybe people starting to pay attention to stabilizing branded checkout growth. Or maybe theyre crediting sharply accelerating Venmo growth. Or maybe its that were now through the large growth overhang from Braintree price hikes with better-than-expected churn. Or maybe its the expanding Google Perplexity & OpenAI partnerships. Or maybe its the blossoming ads business the ramping Fastlane distribution & the building value-added service momentum. Or maybe people are finally starting to believe the team when they reiterate accelerating growth & multi-year targets well ahead of"
X Link @StockMarketNerd 2025-10-08T16:43Z 182K followers, 31.8K engagements
"Another dose of China trade drama feels like the perfect excuse for overheated markets to cool off for a little while"
X Link @StockMarketNerd 2025-10-10T15:10Z 182K followers, 25.9K engagements
"@RimaMartinez_WV Ok. Then go be Stan Druckenmiller or one of if not the most impressive investors ever"
X Link @StockMarketNerd 2025-10-15T18:51Z 182K followers, 2342 engagements
"Upbeat Credit Commentary from Big Banks this week: $JPM CFO Jeremy Barnum: "The current facts on the consumer side are that the consumer is resilient spending is strong and delinquency rates are actually coming in below expectations. $BAC CFO Alastair Borthwick: Asset quality remains sound Focusing on total net charge-offs in the near term we would not expect much change in total net charge-offs given the steady consumer delinquency trends &reductions in CRE exposures. In addition to improving consumer losses note the reductions in both reservable criticized and NPL metrics for the commercial"
X Link @StockMarketNerd 2025-10-15T15:57Z 182K followers, 9686 engagements
"@Spike_1567 Ooo dont tempt me 😂"
X Link @StockMarketNerd 2025-10-14T20:31Z 182K followers, 3046 engagements
"$MTCH tried to buy $BMBL for $450M about X years ago. They thought they were worth way more than that so declined. $BMBL is currently valued at $449M on public markets"
X Link @StockMarketNerd 2025-04-17T18:59Z 182K followers, 38.9K engagements
"I realize many feel the $MELI move is related to $AMZN seller promotions in Brazil. But that competitive threat is not new. $AMZN has been in that market & running aggressive promotions for a long time. I do not think the sharp multi-day decline was predominately related to that. I think its related to fluctuating confidence in the USA/Argentina $20B swap line getting done. Especially following a large Argentinian soy bean sale to China that supposedly irked the U.S. administration. That deal not getting done could be very damaging for Argentinas currency & weigh on $MELI nominal growth"
X Link @StockMarketNerd 2025-10-02T13:38Z 182K followers, 34.9K engagements
"Mexican Financial Service Marketshare chart $NU $MELI: Great share @MatiasManuel71 Thank you"
X Link @StockMarketNerd 2025-10-06T20:21Z 182K followers, 26.2K engagements
"Needham on $DUOL following their fall survey: We came away from the Fall survey incrementally bullish on Duolingos ARPU expansion opportunity and less concerned about cannibalization from GenAI enhanced translation tools"
X Link @StockMarketNerd 2025-10-10T13:36Z 182K followers, 34.6K engagements
"U.S. purchasing Argentine Pesos & finalizing the $20B currency swap agreement. Great news for global confidence in that currency & economy. Great news for $MELI"
X Link @StockMarketNerd 2025-10-09T19:31Z 182K followers, 29.5K engagements
"Friday afternoon: China export restrictions bad. Higher tariffs. Mean words. Meeting canceled. Rawr. Later that day: No wait meeting uncanceled. Saturday: Room to negotiate on tariffs. Also Saturday: No but wait the restrictions are nothing. Can apply for licenses. Today: Chill guys its fine. Well be reasonable. BFFs again. Tomorrow: Who knows Try to keep up 😂😅"
X Link @StockMarketNerd 2025-10-12T17:23Z 182K followers, 52.9K engagements
"Im sure OpenAIs entry into X rated content will be fantastic for reversing troubling population growth trends"
X Link @StockMarketNerd 2025-10-14T19:24Z 182K followers, 30.3K engagements
"$UBER spokesperson told Bloomberg they now expect $12.5B in 2025 non-restaurant delivery bookings. Compares to previous forecasts calling for $10B as this segment builds traction faster than expected. $2.5B in added bookings = about XXX% of total annual estimates. Good news"
X Link @StockMarketNerd 2025-09-26T22:33Z 181.8K followers, 23.5K engagements
"$PYPL Venmo Commercial makes it clear why this sleeping giant has awoken & accelerated growth to XX% (fastest in a few years). Not just P2P. Now so much more. Finally giving reasons to keep $ in the ecosystem. Finally giving a loyal & affluent base the products they want"
X Link @StockMarketNerd 2025-09-29T14:04Z 181.7K followers, 83.1K engagements
"In my opinion: When this mania finally does end a lot of people are going to be tempted to buy the dip on some of these high fliers. I think it will be prudent to be patient. Markets dont return XX% every year. I think it will be wise to focus on proven profitable & structural growers trading at fair valuations. And I think it will be smart to refrain from eagerly scooping up shares in the current moonshot high fliers without real or profitable businesses. Those companies can keep soaring for who knows how long. But when the music stops Its not going to be 15-20% downside. Its going to be a"
X Link @StockMarketNerd 2025-10-15T18:41Z 182K followers, 79.2K engagements
"@erb_zzini No. are you"
X Link @StockMarketNerd 2025-10-12T17:42Z 181.8K followers, XX engagements
"@lavi_liddar Were a loyal bunch 😂"
X Link @StockMarketNerd 2025-10-14T20:38Z 182K followers, 2304 engagements
"What % of your portfolio is currently held in cash & equivalents"
X Link @StockMarketNerd 2025-10-09T17:16Z 182K followers, 76.2K engagements
"Im sorry but it is too early to be pulling out the Peter Lynch volatility videos with markets a few % from all time highs"
X Link @StockMarketNerd 2025-10-11T20:14Z 182K followers, 20.8K engagements
"Great addition from someone closer to the situation. Somewhat connected. Political loss for Milei makes budget controls a lot more difficult to carry out & makes currency/macro more vulnerable. Makes that swap line all the more vital. Worsening macro or currency devaluation there impacts $MELI"
X Link @StockMarketNerd 2025-10-02T13:52Z 181.8K followers, 12.4K engagements
"@anthonynoto @SoFi @chamath @Wyndham_Clark @JoshAllenQB @KelseaBallerini Hide all brick walls because Ill run right through em"
X Link @StockMarketNerd 2025-08-23T02:02Z 181.6K followers, 2244 engagements
"What stock did you add to most recently"
X Link @StockMarketNerd 2025-06-10T16:30Z 181.9K followers, 84.3K engagements
"My $RBRK Deep Dive:"
X Link @StockMarketNerd 2025-09-29T22:02Z 181.9K followers, 37.9K engagements
"Airbnb owns no houses. Uber owns no cars. $20B quantum computing companies have no viable product. This is the new economy"
X Link @StockMarketNerd 2025-10-09T14:42Z 182K followers, 55.5K engagements
"$JPM Quarterly Earnings Trends:"
X Link @StockMarketNerd 2025-10-14T15:10Z 182K followers, 9877 engagements
"Loud company boycotts that seem pervasive on X or other platforms routinely end up being irrelevant noise. This app is an opinion bubble. Good to keep in mind for $HOOD bulls this weekend. Not saying that will be the case here. Just saying its often the case"
X Link @StockMarketNerd 2025-10-12T19:04Z 182K followers, 21K engagements
"@r_goln Same. The overviews are super helpful sometimes too"
X Link @StockMarketNerd 2025-10-10T14:20Z 181.6K followers, 10.6K engagements
"@FlPathway Yeah 44x for $RKLB. Pretty pretty steep. I guess at least they have a real business with growth prospects. But your point remains"
X Link @StockMarketNerd 2025-10-14T19:01Z 182K followers, XXX engagements
"This is fair and I agree. Longer lasting macro weakness there would hurt the company if that happened. More so meant the headwinds werent created because of $MELI or its actions. Should have worded it that way"
X Link @StockMarketNerd 2025-10-09T23:08Z 182K followers, 15.9K engagements
"@Ze1ooooo Liking your own tweets is the ultimate micro cap energy"
X Link @StockMarketNerd 2025-10-13T19:21Z 181.9K followers, XXX engagements
"God bless Mr. Market for punishing $MELI. Appreciate you punishing a generational compounder with a massive runway & an elite team due to temporary exogenous headwinds that had nothing to do with the company & every reason to be quickly resolved"
X Link @StockMarketNerd 2025-10-09T20:49Z 182K followers, 34.2K engagements
"@HeidingOut @ClearThoughts12 If you truly think this is plagiarism in the slightest then I have another gif for you but please forgive me for not citing the millions of people who have already used it"
X Link @StockMarketNerd 2025-10-12T17:49Z 181.6K followers, XXX engagements