[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @StockMarketNerd Brad Freeman There is no information about Brad Freeman in the provided tweets. The tweets appear to be about various companies, stocks, and market trends, but do not mention Brad Freeman. Therefore, there is no current event to report about him. ### Engagements: XXXXXXX [#](/creator/twitter::1130601604418347008/interactions)  - X Week XXXXXXX +79% - X Month XXXXXXXXX +103% - X Months XXXXXXXXXX +18% - X Year XXXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1130601604418347008/posts_active)  - X Month XXX +14% - X Months XXXXX -XX% - X Year XXXXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::1130601604418347008/followers)  - X Week XXXXXXX +0.34% - X Month XXXXXXX +1.70% - X Months XXXXXXX +11% - X Year XXXXXXX +22% ### CreatorRank: XXXXXX [#](/creator/twitter::1130601604418347008/influencer_rank)  ### Social Influence [#](/creator/twitter::1130601604418347008/influence) --- **Social category influence** [stocks](/list/stocks) #3211 [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [fashion brands](/list/fashion-brands) [celebrities](/list/celebrities) **Social topic influence** [googl](/topic/googl), [$googl](/topic/$googl), [$sofi](/topic/$sofi) #6, [$tsm](/topic/$tsm), [balance sheet](/topic/balance-sheet), [pltr](/topic/pltr) #21, [$axp](/topic/$axp), [$nflx](/topic/$nflx), [$pltr](/topic/$pltr) #19, [investment](/topic/investment) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [American Express Company (AXP)](/topic/$axp) [Netflix Inc (NFLX)](/topic/$nflx) [Palantir (PLTR)](/topic/$pltr) [MercadoLibre Inc (MELI)](/topic/$meli) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [JPMorgan Chase (JPM)](/topic/$jpm) [Metadium (META)](/topic/$meta) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NuCypher (NU)](/topic/$nu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Zscaler Inc (ZS)](/topic/$zs) [Morgan Stanley (MS)](/topic/morgan-stanley) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Broadcom, Inc. (AVGO)](/topic/$avgo) ### Top Social Posts [#](/creator/twitter::1130601604418347008/posts) --- Top posts by engagements in the last XX hours "Some owe $SOFI CEO Anthony Noto an apology for the unfounded personal attacks as the company consistently performed & the stock price temporarily lagged. As it turns out Surgical balance sheet management prudent underwriting & a shift to fee-based lending revenue all matter. Rapid member growth rising engagement & a powerful cross-selling engine all matter. Clear signs of a near-future tech platform re-acceleration via returning churned clients XX deals set to contribute to 2026 revenue & more late-stage deals coming matter. Durable cross-cycle consistent & margin-accretive growth despite a"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1942586515160252822) 2025-07-08 14:08:11 UTC 171.9K followers, 68.4K engagements "Annual earnings season discounts are back This week's coverage: - big banks - $AXP - $NFLX - $TSM XX more reviews on Mag7 $PLTR $SOFI etc. coming this season. To get that my real-time portfolio/performance & consistently detailed news see below:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945489574450335901) 2025-07-16 14:23:54 UTC 172K followers, 24.6K engagements "$MELI credit rating upgraded to BBB- by S&P Global. Officially investment grade with a stable outlook. 👍"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943773126816674104) 2025-07-11 20:43:21 UTC 172K followers, 14.5K engagements "Theres nothing wrong with letting social media hype inspire your stock research. There is something wrong with unconditionally following folks into names that we dont understand. I think $OSCR is the most recent good example of this (there are many). Will this turn out to be a good investment Not sure. But many (like myself) dont intimately understand U.S. Healthcare & cant properly evaluate new risks & developments. We cant precisely sift signal from noise. Were outsiders in a sector that especially favors insiders & boasts an irrationally complex web of regulations to grasp. If you dont"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943310913668366388) 2025-07-10 14:06:41 UTC 172K followers, 45.8K engagements "@dissectmarkets I think all of that talent was hired because the Llama X release didn't go as well as expected rather than the other way around"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945580247702741125) 2025-07-16 20:24:12 UTC 172K followers, XXX engagements "Youre more than smart enough to pick stocks. Im certain. Paraphrasing Peter Lynch: IQ will not separate you from the pack. Hard work discipline & patience will"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945236113284616363) 2025-07-15 21:36:44 UTC 172K followers, 24.4K engagements "I was able to speak with the $PYPL team regarding new $JPM fees. They called the news massively overblown with PayPal having limited exposure to data aggregators & the new cost. Theyre not reliant on open banking & are large enough to navigate this in multiple ways. The only source of uncertainty came from how (or if) this will be actually implemented"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944729759222538253) 2025-07-14 12:04:40 UTC 172K followers, 37.6K engagements "Putting in a formal request for all $META shareholders to get Ray-Ban discounts going forward. Whos with me"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1942668015775908112) 2025-07-08 19:32:02 UTC 171.9K followers, 24.7K engagements "Genuinely surprised $LULU hasnt attracted an activist or X. Still a great brand. Still a relevant brand. Still so much global expansion left. I personally think they need a new team. Last several quarters have yielded one excuse after another to explain disappointment"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945185072430125335) 2025-07-15 18:13:55 UTC 172K followers, 17.9K engagements "$MELI does essentially zero importing into the U.S. Mercado Libres U.S. facility is meant to connect U.S. sellers to Mexican buyers. Not the other way around. Outside of the potential indirect impact this could have on their consumers if this XX% Brazil tariff actually sticks theyre not vulnerable"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943049905301524784) 2025-07-09 20:49:32 UTC 172K followers, 29.1K engagements "@mprashanth09X @v_maini Precisely. Someone catering to subprime credit is not a dealbreaker for me but I dont want that someone taking that balance sheet risk. If they feel that thats the right decision more power to them. The right decision for me is investing elsewhere"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945530889108136389) 2025-07-16 17:08:04 UTC 172K followers, XXX engagements "$JPM CFO Jeremy Barnum Today on the U.S. Consumer: We look at consumer health very closely. It obviously matters a lot for us as a company. But we continue to struggle to see signs of weakness." CFO of the largest bank in the USA telling you the consumer is fine"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945164835273994399) 2025-07-15 16:53:30 UTC 172K followers, 30.4K engagements "$PLTR @ $100: "Elite company but man is this stock expensive." -- me in the past $PLTR @ $150: "Elite company but man is this stock expensive." -- me today $PLTR @ $200: "Elite company but man is this stock expensive." -- me in the future probably"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944810049475313951) 2025-07-14 17:23:43 UTC 172K followers, 34.8K engagements "$TTD joining the S&P XXX. What a good choice. 🙂👍"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944870309087338659) 2025-07-14 21:23:10 UTC 172K followers, 35.1K engagements "What stock have you been buying most aggressively over the last month"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1904533031710347484) 2025-03-25 13:57:13 UTC 171.9K followers, 207.8K engagements "I think Dorsey should focus on the $40B+ public company hes in charge of thats down nearly XX% over the last X years. But what do I know. 🤷♂"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1942697211155845141) 2025-07-08 21:28:03 UTC 171.9K followers, 52.8K engagements "$NKLA's Founder Trevor Milton is truly inspiring. He was pardoned after fraudulently rolling a truck down a hill calling it a demo & predatorily scamming investors out of billions. If this loser can be let off the hook for that we all need to dream bigger"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1905418026192703853) 2025-03-28 00:33:53 UTC 171.9K followers, 69.4K engagements "What stock are you most aggressively buying right now"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1856712384183681315) 2024-11-13 14:55:03 UTC 171.8K followers, 289.2K engagements "Despite all of the Grok hype $GOOGL still with the commanding LLM lead on betting markets:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945550723350925586) 2025-07-16 18:26:53 UTC 172K followers, 19.7K engagements "This is one little nugget from this weekends newsletter issue. Link in bio to access that more sell-side notes my current portfolio & performance earnings reviews on about XX companies & consistent coverage of popular companies"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944052466388979996) 2025-07-12 15:13:21 UTC 172K followers, 7230 engagements "Strong $ZS demand channel checks & survey results from a new Needham note. Healthy go-to-market & cross-selling both highlighted"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1942610957202575672) 2025-07-08 15:45:18 UTC 172K followers, 10.8K engagements "Dear Administration Please dont attempt to remove Powell. Sincerely Everyone"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945534314407485668) 2025-07-16 17:21:41 UTC 172K followers, 16.6K engagements "Is there some kind of new rule where at least one sell-sider must downgrade $OSCR every day"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945149421982818589) 2025-07-15 15:52:15 UTC 172K followers, 39.1K engagements "I feel like a fat kid in a candy store. Big banks $AXP $TSM $NFLX earnings this week. Earnings season has arrived. We're so back. Can't wait. 🤓"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944807339019600181) 2025-07-14 17:12:57 UTC 172K followers, 10.1K engagements "Morgan Stanley gaining more confidence in an AWS acceleration in a new $AMZN note. They raised their AWS revenue target for 2025 by X% & raised the 2026 target by 3%. Anthropics contribution stable non-Anthropic growth & encouraging CIO surveys are all powering the rising optimism. That AWS confidence improving macro resilient e-commerce spend & healthy advertising all drove a X% & X% raise to their 2026 & 2027 revenue estimates. They also raised 2026 & 2027 EPS targets by X% & X% respectively. Maintained it as a top pick. 👍"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943677714210168957) 2025-07-11 14:24:13 UTC 171.9K followers, 12.8K engagements "Q2 growth for various chat bot products from Sensor Tower & Truist Research meshes very well with other data Ive seen showing $GOOGL Gemini taking share. 👍 World-class distribution data & models oh my"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1941505498194509883) 2025-07-05 14:32:36 UTC 172K followers, 57.9K engagements "$NVDA & $AMD shareholders are probably grinning"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944794837720379837) 2025-07-14 16:23:16 UTC 172K followers, 44.6K engagements "$GOOGL U.S. DAU growth continues to accelerate on a Y/Y basis through May. Despite modestly tougher comps"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944052158543905183) 2025-07-12 15:12:07 UTC 172K followers, 23.7K engagements "3 Key findings from a 1416 person survey Oppenheimer conducted on $GOOGL AI mode: X. XX% find AI Mode to be more helpful than ChatGPT. X. XX% of paid ChatGPT subs prefer using $GOOGL AI Mode over that product. X. XX% are clicking on AI Mode links often or very often"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943059925912965447) 2025-07-09 21:29:21 UTC 172K followers, 106.2K engagements "Its going to be a monumentally disruptive product to the $GOOGL ecosystem built on the same source code foundation & developed with inferior access to data. 😜"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943035136288968919) 2025-07-09 19:50:50 UTC 171.9K followers, 7532 engagements "Fun fact: OpenAI's new Web Browser will be built on $GOOGL's open-sourced Chromium per @Reuters"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943033384462430534) 2025-07-09 19:43:53 UTC 171.9K followers, 24.8K engagements "New $UBER $BIDU partnership. Together theyll offer autonomous rides on Ubers app in Europe & Asia this year. Love this. Marks another Commercial L4 player partnering. Another vote of confidence in the value of demand aggregation & fleet management. Need to update the chart below. May Mobility has also become partner since it was first shared with investors"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945134999545536553) 2025-07-15 14:54:57 UTC 172K followers, 26.5K engagements "Piper Sandler out with a similar rising AWS optimism note too"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943682403051900968) 2025-07-11 14:42:51 UTC 171.9K followers, 6499 engagements "Whats currently your largest stock holding"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945499655443234864) 2025-07-16 15:03:58 UTC 172K followers, 69.4K engagements "If youre a long term investor fixating on Sunday Night futures youre paying way too much attention to price action"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944538479452414057) 2025-07-13 23:24:35 UTC 172K followers, 25.8K engagements "@sneaker_grail The perpetual roller coaster that is $TTD"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944874377633542165) 2025-07-14 21:39:20 UTC 172K followers, XXX engagements "@Zeff_Pena On the GPU side for sure $AVGO $GOOGL $AMZN some other players in high performance compute. Just less gen-purpose in terms of focus"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944831192878006332) 2025-07-14 18:47:44 UTC 172K followers, XXX engagements "Fun chat with @RichardMoglen XX minutes of nerding out about stocks. Excited to share with you all later in the month"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943767721897775135) 2025-07-11 20:21:53 UTC 172K followers, 10.3K engagements "$SOFI at $7: Shady accounting. Just another lender. Loss rates will soar. Financial services incinerates money. The tech platform is a joke. Bulls are so naive. Nothing special here. $SOFI pushing $22: Fair value accounting more transparently incurs losses. Overly conservative macro assumptions baked into fair value markings. Gain on sale margins uniformly above markings. Responsible hedging program. Uniquely diverse funding base. Capital market funding resilience built through effective cross-cycle underwriting & a focus on ultra-prime borrowers. Effective shift to fee-based revenue"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943689683143193060) 2025-07-11 15:11:47 UTC 172K followers, 26.3K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
There is no information about Brad Freeman in the provided tweets. The tweets appear to be about various companies, stocks, and market trends, but do not mention Brad Freeman. Therefore, there is no current event to report about him.
Social category influence stocks #3211 technology brands finance countries fashion brands celebrities
Social topic influence googl, $googl, $sofi #6, $tsm, balance sheet, pltr #21, $axp, $nflx, $pltr #19, investment
Top assets mentioned Alphabet Inc Class A (GOOGL) RAI Finance (SOFI) Taiwan Semiconductor (TSM) American Express Company (AXP) Netflix Inc (NFLX) Palantir (PLTR) MercadoLibre Inc (MELI) Oscar Health, Inc. (OSCR) JPMorgan Chase (JPM) Metadium (META) Trade Desk, Inc. (TTD) Amazon.com, Inc. (AMZN) NuCypher (NU) PayPal Holdings Inc (PYPL) Lululemon Athletica Inc (LULU) Zscaler Inc (ZS) Morgan Stanley (MS) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Uber Technologies, Inc. (UBER) Broadcom, Inc. (AVGO)
Top posts by engagements in the last XX hours
"Some owe $SOFI CEO Anthony Noto an apology for the unfounded personal attacks as the company consistently performed & the stock price temporarily lagged. As it turns out Surgical balance sheet management prudent underwriting & a shift to fee-based lending revenue all matter. Rapid member growth rising engagement & a powerful cross-selling engine all matter. Clear signs of a near-future tech platform re-acceleration via returning churned clients XX deals set to contribute to 2026 revenue & more late-stage deals coming matter. Durable cross-cycle consistent & margin-accretive growth despite a" @StockMarketNerd on X 2025-07-08 14:08:11 UTC 171.9K followers, 68.4K engagements
"Annual earnings season discounts are back This week's coverage: - big banks - $AXP - $NFLX - $TSM XX more reviews on Mag7 $PLTR $SOFI etc. coming this season. To get that my real-time portfolio/performance & consistently detailed news see below:" @StockMarketNerd on X 2025-07-16 14:23:54 UTC 172K followers, 24.6K engagements
"$MELI credit rating upgraded to BBB- by S&P Global. Officially investment grade with a stable outlook. 👍" @StockMarketNerd on X 2025-07-11 20:43:21 UTC 172K followers, 14.5K engagements
"Theres nothing wrong with letting social media hype inspire your stock research. There is something wrong with unconditionally following folks into names that we dont understand. I think $OSCR is the most recent good example of this (there are many). Will this turn out to be a good investment Not sure. But many (like myself) dont intimately understand U.S. Healthcare & cant properly evaluate new risks & developments. We cant precisely sift signal from noise. Were outsiders in a sector that especially favors insiders & boasts an irrationally complex web of regulations to grasp. If you dont" @StockMarketNerd on X 2025-07-10 14:06:41 UTC 172K followers, 45.8K engagements
"@dissectmarkets I think all of that talent was hired because the Llama X release didn't go as well as expected rather than the other way around" @StockMarketNerd on X 2025-07-16 20:24:12 UTC 172K followers, XXX engagements
"Youre more than smart enough to pick stocks. Im certain. Paraphrasing Peter Lynch: IQ will not separate you from the pack. Hard work discipline & patience will" @StockMarketNerd on X 2025-07-15 21:36:44 UTC 172K followers, 24.4K engagements
"I was able to speak with the $PYPL team regarding new $JPM fees. They called the news massively overblown with PayPal having limited exposure to data aggregators & the new cost. Theyre not reliant on open banking & are large enough to navigate this in multiple ways. The only source of uncertainty came from how (or if) this will be actually implemented" @StockMarketNerd on X 2025-07-14 12:04:40 UTC 172K followers, 37.6K engagements
"Putting in a formal request for all $META shareholders to get Ray-Ban discounts going forward. Whos with me" @StockMarketNerd on X 2025-07-08 19:32:02 UTC 171.9K followers, 24.7K engagements
"Genuinely surprised $LULU hasnt attracted an activist or X. Still a great brand. Still a relevant brand. Still so much global expansion left. I personally think they need a new team. Last several quarters have yielded one excuse after another to explain disappointment" @StockMarketNerd on X 2025-07-15 18:13:55 UTC 172K followers, 17.9K engagements
"$MELI does essentially zero importing into the U.S. Mercado Libres U.S. facility is meant to connect U.S. sellers to Mexican buyers. Not the other way around. Outside of the potential indirect impact this could have on their consumers if this XX% Brazil tariff actually sticks theyre not vulnerable" @StockMarketNerd on X 2025-07-09 20:49:32 UTC 172K followers, 29.1K engagements
"@mprashanth09X @v_maini Precisely. Someone catering to subprime credit is not a dealbreaker for me but I dont want that someone taking that balance sheet risk. If they feel that thats the right decision more power to them. The right decision for me is investing elsewhere" @StockMarketNerd on X 2025-07-16 17:08:04 UTC 172K followers, XXX engagements
"$JPM CFO Jeremy Barnum Today on the U.S. Consumer: We look at consumer health very closely. It obviously matters a lot for us as a company. But we continue to struggle to see signs of weakness." CFO of the largest bank in the USA telling you the consumer is fine" @StockMarketNerd on X 2025-07-15 16:53:30 UTC 172K followers, 30.4K engagements
"$PLTR @ $100: "Elite company but man is this stock expensive." -- me in the past $PLTR @ $150: "Elite company but man is this stock expensive." -- me today $PLTR @ $200: "Elite company but man is this stock expensive." -- me in the future probably" @StockMarketNerd on X 2025-07-14 17:23:43 UTC 172K followers, 34.8K engagements
"$TTD joining the S&P XXX. What a good choice. 🙂👍" @StockMarketNerd on X 2025-07-14 21:23:10 UTC 172K followers, 35.1K engagements
"What stock have you been buying most aggressively over the last month" @StockMarketNerd on X 2025-03-25 13:57:13 UTC 171.9K followers, 207.8K engagements
"I think Dorsey should focus on the $40B+ public company hes in charge of thats down nearly XX% over the last X years. But what do I know. 🤷♂" @StockMarketNerd on X 2025-07-08 21:28:03 UTC 171.9K followers, 52.8K engagements
"$NKLA's Founder Trevor Milton is truly inspiring. He was pardoned after fraudulently rolling a truck down a hill calling it a demo & predatorily scamming investors out of billions. If this loser can be let off the hook for that we all need to dream bigger" @StockMarketNerd on X 2025-03-28 00:33:53 UTC 171.9K followers, 69.4K engagements
"What stock are you most aggressively buying right now" @StockMarketNerd on X 2024-11-13 14:55:03 UTC 171.8K followers, 289.2K engagements
"Despite all of the Grok hype $GOOGL still with the commanding LLM lead on betting markets:" @StockMarketNerd on X 2025-07-16 18:26:53 UTC 172K followers, 19.7K engagements
"This is one little nugget from this weekends newsletter issue. Link in bio to access that more sell-side notes my current portfolio & performance earnings reviews on about XX companies & consistent coverage of popular companies" @StockMarketNerd on X 2025-07-12 15:13:21 UTC 172K followers, 7230 engagements
"Strong $ZS demand channel checks & survey results from a new Needham note. Healthy go-to-market & cross-selling both highlighted" @StockMarketNerd on X 2025-07-08 15:45:18 UTC 172K followers, 10.8K engagements
"Dear Administration Please dont attempt to remove Powell. Sincerely Everyone" @StockMarketNerd on X 2025-07-16 17:21:41 UTC 172K followers, 16.6K engagements
"Is there some kind of new rule where at least one sell-sider must downgrade $OSCR every day" @StockMarketNerd on X 2025-07-15 15:52:15 UTC 172K followers, 39.1K engagements
"I feel like a fat kid in a candy store. Big banks $AXP $TSM $NFLX earnings this week. Earnings season has arrived. We're so back. Can't wait. 🤓" @StockMarketNerd on X 2025-07-14 17:12:57 UTC 172K followers, 10.1K engagements
"Morgan Stanley gaining more confidence in an AWS acceleration in a new $AMZN note. They raised their AWS revenue target for 2025 by X% & raised the 2026 target by 3%. Anthropics contribution stable non-Anthropic growth & encouraging CIO surveys are all powering the rising optimism. That AWS confidence improving macro resilient e-commerce spend & healthy advertising all drove a X% & X% raise to their 2026 & 2027 revenue estimates. They also raised 2026 & 2027 EPS targets by X% & X% respectively. Maintained it as a top pick. 👍" @StockMarketNerd on X 2025-07-11 14:24:13 UTC 171.9K followers, 12.8K engagements
"Q2 growth for various chat bot products from Sensor Tower & Truist Research meshes very well with other data Ive seen showing $GOOGL Gemini taking share. 👍 World-class distribution data & models oh my" @StockMarketNerd on X 2025-07-05 14:32:36 UTC 172K followers, 57.9K engagements
"$NVDA & $AMD shareholders are probably grinning" @StockMarketNerd on X 2025-07-14 16:23:16 UTC 172K followers, 44.6K engagements
"$GOOGL U.S. DAU growth continues to accelerate on a Y/Y basis through May. Despite modestly tougher comps" @StockMarketNerd on X 2025-07-12 15:12:07 UTC 172K followers, 23.7K engagements
"3 Key findings from a 1416 person survey Oppenheimer conducted on $GOOGL AI mode: X. XX% find AI Mode to be more helpful than ChatGPT. X. XX% of paid ChatGPT subs prefer using $GOOGL AI Mode over that product. X. XX% are clicking on AI Mode links often or very often" @StockMarketNerd on X 2025-07-09 21:29:21 UTC 172K followers, 106.2K engagements
"Its going to be a monumentally disruptive product to the $GOOGL ecosystem built on the same source code foundation & developed with inferior access to data. 😜" @StockMarketNerd on X 2025-07-09 19:50:50 UTC 171.9K followers, 7532 engagements
"Fun fact: OpenAI's new Web Browser will be built on $GOOGL's open-sourced Chromium per @Reuters" @StockMarketNerd on X 2025-07-09 19:43:53 UTC 171.9K followers, 24.8K engagements
"New $UBER $BIDU partnership. Together theyll offer autonomous rides on Ubers app in Europe & Asia this year. Love this. Marks another Commercial L4 player partnering. Another vote of confidence in the value of demand aggregation & fleet management. Need to update the chart below. May Mobility has also become partner since it was first shared with investors" @StockMarketNerd on X 2025-07-15 14:54:57 UTC 172K followers, 26.5K engagements
"Piper Sandler out with a similar rising AWS optimism note too" @StockMarketNerd on X 2025-07-11 14:42:51 UTC 171.9K followers, 6499 engagements
"Whats currently your largest stock holding" @StockMarketNerd on X 2025-07-16 15:03:58 UTC 172K followers, 69.4K engagements
"If youre a long term investor fixating on Sunday Night futures youre paying way too much attention to price action" @StockMarketNerd on X 2025-07-13 23:24:35 UTC 172K followers, 25.8K engagements
"@sneaker_grail The perpetual roller coaster that is $TTD" @StockMarketNerd on X 2025-07-14 21:39:20 UTC 172K followers, XXX engagements
"@Zeff_Pena On the GPU side for sure $AVGO $GOOGL $AMZN some other players in high performance compute. Just less gen-purpose in terms of focus" @StockMarketNerd on X 2025-07-14 18:47:44 UTC 172K followers, XXX engagements
"Fun chat with @RichardMoglen XX minutes of nerding out about stocks. Excited to share with you all later in the month" @StockMarketNerd on X 2025-07-11 20:21:53 UTC 172K followers, 10.3K engagements
"$SOFI at $7: Shady accounting. Just another lender. Loss rates will soar. Financial services incinerates money. The tech platform is a joke. Bulls are so naive. Nothing special here. $SOFI pushing $22: Fair value accounting more transparently incurs losses. Overly conservative macro assumptions baked into fair value markings. Gain on sale margins uniformly above markings. Responsible hedging program. Uniquely diverse funding base. Capital market funding resilience built through effective cross-cycle underwriting & a focus on ultra-prime borrowers. Effective shift to fee-based revenue" @StockMarketNerd on X 2025-07-11 15:11:47 UTC 172K followers, 26.3K engagements
/creator/twitter::StockMarketNerd