# ![@StockMarketNerd Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1130601604418347008.png) @StockMarketNerd Stock Market Nerd

There is no information about Brad Freeman in the provided tweets. The tweets appear to be about various companies, stocks, and market trends, but do not mention Brad Freeman. Therefore, there is no current event to report about him.

### Engagements: [------] [#](/creator/twitter::1130601604418347008/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1130601604418347008/c:line/m:interactions.svg)

- [--] Week [-------] -21%
- [--] Month [---------] +167%
- [--] Months [----------] -12%
- [--] Year [----------] -36%

### Mentions: [--] [#](/creator/twitter::1130601604418347008/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1130601604418347008/c:line/m:posts_active.svg)

- [--] Week [---] -18%
- [--] Month [---] +86%
- [--] Months [-----] -4.20%
- [--] Year [-----] -51%

### Followers: [-------] [#](/creator/twitter::1130601604418347008/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1130601604418347008/c:line/m:followers.svg)

- [--] Week [-------] +0.20%
- [--] Month [-------] +0.92%
- [--] Months [-------] +7.60%
- [--] Year [-------] +20%

### CreatorRank: [------] [#](/creator/twitter::1130601604418347008/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1130601604418347008/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #2221 [stocks](/list/stocks)  #3108 [technology brands](/list/technology-brands)  26.47% [countries](/list/countries)  1.47% [social networks](/list/social-networks)  1.47% [cryptocurrencies](/list/cryptocurrencies)  0.74% [automotive brands](/list/automotive-brands)  0.74% [financial services](/list/financial-services)  0.74% [products](/list/products)  0.74%

**Social topic influence**
[market](/topic/market) #294, [ai](/topic/ai) #5586, [$googl](/topic/$googl) 5.15%, [$sofi](/topic/$sofi) #86, [$pltr](/topic/$pltr) #171, [$pypl](/topic/$pypl) 4.41%, [meta](/topic/meta) 3.68%, [$meta](/topic/$meta) #485, [$now](/topic/$now) 3.68%, [strong](/topic/strong) #944

**Top accounts mentioned or mentioned by**
[@sharestepai](/creator/undefined) [@winnerinvestor](/creator/undefined) [@stockmeetups](/creator/undefined) [@thefinpitch](/creator/undefined) [@ecommerceshares](/creator/undefined) [@staysaasy](/creator/undefined) [@tegridybanks](/creator/undefined) [@futureman1977](/creator/undefined) [@r_goln](/creator/undefined) [@dolores_capital](/creator/undefined) [@kingachillese](/creator/undefined) [@gothburz](/creator/undefined) [@moneywcontext](/creator/undefined) [@benioff](/creator/undefined) [@futurenvesting](/creator/undefined) [@therealbirnbaum](/creator/undefined) [@rileyisbuilding](/creator/undefined) [@concentrader1](/creator/undefined) [@ocshree](/creator/undefined) [@eddiejones26905](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Now Coin (NOW)](/topic/$now) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Apple, Inc. (AAPL)](/topic/$aapl) [Shopify Inc (SHOP)](/topic/$shop) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Cloudflare, Inc. (NET)](/topic/$net) [NuCypher (NU)](/topic/$nu) [Datadog Inc (DDOG)](/topic/$ddog) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Starbucks Corporation (SBUX)](/topic/$sbux) [ServiceNow Inc (NOW)](/topic/servicenow) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Advanced Micro Devices (AMD)](/topic/$amd) [AppLovin Corporation (APP)](/topic/$app) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [UiPath, Inc. (PATH)](/topic/$path) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Tesla, Inc. (TSLA)](/topic/$tsla) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [Snap, Inc. (SNAP)](/topic/$snap) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Novo-Nordisk (NVO)](/topic/$nvo) [Atlassian Corporation PLC (TEAM)](/topic/$team)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My detailed $AXON deep dive: [--]. Team & story [--]. Connected Devices Category [--]. Software Category [--]. New Market Opportunities [--]. Risks [--]. Financials [--]. Conclusion A [--] minute read to become an expert on this fascinating companys platform. Enjoy 🙂🤓 https://www.stockmarketnerd.com/axon-deep-dive/ https://www.stockmarketnerd.com/axon-deep-dive/"  
[X Link](https://x.com/StockMarketNerd/status/2017982733427867869)  2026-02-01T15:25Z 190.1K followers, 55.8K engagements


"How has $S not been sold to someone yet"  
[X Link](https://x.com/StockMarketNerd/status/2020895655690953090)  2026-02-09T16:20Z 190.1K followers, 13.4K engagements


"I think [----] will be the year when it becomes clear to everyone how cyclical the $HOOD growth engine is. This is an innovative company. They have product that resonates with a lot of people. Theyve executed very well. Still cant think of this as a structural compounder like a $CRWD or a $NET. Not when so much of their growth comes from wildly cyclical options & crypto transaction volume. Silver lining for bulls is the 45% you see in the post below is now 40% as of this Q. Other silver lining is that I think most people know this already so maybe its already priced in. We shall see. 45% of"  
[X Link](https://x.com/StockMarketNerd/status/2021340627389046785)  2026-02-10T21:48Z 190.1K followers, 41.2K engagements


"What's your favorite sub $10 billion stock"  
[X Link](https://x.com/StockMarketNerd/status/1773359812354404833)  2024-03-28T14:41Z 190K followers, 278.2K engagements


"Whats you highest conviction holding right now"  
[X Link](https://x.com/StockMarketNerd/status/1977732898183651730)  2025-10-13T13:47Z 189.9K followers, 171.1K engagements


"$PATH seems to be attracting a lot of growth investors lately. But consensus estimates for its next fiscal year call for 9% Y/Y revenue growth. 8% growth the year after that. Are those expectations way off If so what are analysts missing Why doesnt this deserve to be cheap"  
[X Link](https://x.com/StockMarketNerd/status/2012910169697435928)  2026-01-18T15:29Z 189.8K followers, 44.7K engagements


"$NU has 61% of Brazils adult population in its customer base. And they still somehow continue to quickly find new users in that specific country. They added 2M more in Q4 (announced today). Miles of cross-selling left there. And customer growth in its early stages (& going oh so well) everywhere else it operates. Special company. https://twitter.com/i/web/status/2014721401089917104 https://twitter.com/i/web/status/2014721401089917104"  
[X Link](https://x.com/StockMarketNerd/status/2014721401089917104)  2026-01-23T15:26Z 189.8K followers, 26.1K engagements


"The year is 2040: A fund manager sees how aggressively $IWM has underperformed $SPY for decades. He makes a big bet that changes. A lot of time passes. The year is now 2080: A different fund manager sees how aggressively $IWM has underper"  
[X Link](https://x.com/StockMarketNerd/status/2015467545768169949)  2026-01-25T16:51Z 189.6K followers, 26.1K engagements


"Were so back. 🙂👍 Busy part of earnings season has arrived. $TSLA $META $V $NOW $MSFT & so much more earnings coverage on deck. Cant wait"  
[X Link](https://x.com/StockMarketNerd/status/2015567110085239170)  2026-01-25T23:27Z 189.8K followers, 17K engagements


"Things to expect to happen when we sell a fundamental loser admit defeat & move on: 1) Food tastes better 2) Less irritable 3) You feel lighter 4) Optimism gets easier 5) Your loud neighbor isn't so annoying 6) That stupid joke your friend told is suddenly funny"  
[X Link](https://x.com/StockMarketNerd/status/2015839131713028538)  2026-01-26T17:27Z 189.7K followers, 13.9K engagements


"Selling enterprise software because $CVLT had a bad report is sort of like selling digital advertising because $SNAP had a bad report"  
[X Link](https://x.com/StockMarketNerd/status/2016173571421155419)  2026-01-27T15:36Z 189.8K followers, 14.5K engagements


"$SBUX Earnings Snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2016496607215210993)  2026-01-28T13:00Z 189.8K followers, 14.6K engagements


"Nobody really cares much about $SBUX profits and margins for now. They will. Not yet. Niccol inherited a dumpster fire and had to spend a lot to fix things. The world knows this. They've been candid. The sign that the fixes are working can be seen in CSS growth doubling consensus expectations & the strong [----] CSS guide. That tells everyone he's on the right track & turning this around. just like $CMG. https://twitter.com/i/web/status/2016497675776970973 https://twitter.com/i/web/status/2016497675776970973"  
[X Link](https://x.com/StockMarketNerd/status/2016497675776970973)  2026-01-28T13:04Z 189.8K followers, 10.9K engagements


"Very important report coming for enterprise software sentiment this afternoon. $NOW on deck"  
[X Link](https://x.com/StockMarketNerd/status/2016534680758018317)  2026-01-28T15:31Z 189.8K followers, 17K engagements


"$META Earnings Snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2016620812380365031)  2026-01-28T21:14Z 189.8K followers, 31K engagements


"$NOW Earnings Snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2016626980553166959)  2026-01-28T21:38Z 189.8K followers, 36.5K engagements


"My Detailed $META & $NOW Earnings Reviews https://www.stockmarketnerd.com/meta-servicenow-earnings-reviews/ https://www.stockmarketnerd.com/meta-servicenow-earnings-reviews/"  
[X Link](https://x.com/StockMarketNerd/status/2016783226128191624)  2026-01-29T07:59Z 189.8K followers, 21.4K engagements


"$MSFT erases nearly half a trillion in market cap on its worst session in years because it slightly misses a random buy-side # on Azure growth guidance & the EBIT forecast was less than 1% light. It's casual. Imagine if it was actually a bad quarter"  
[X Link](https://x.com/StockMarketNerd/status/2016924298405982407)  2026-01-29T17:20Z 189.8K followers, 40.6K engagements


"$NU just got conditional approval for its U.S. bank charter. 👀"  
[X Link](https://x.com/StockMarketNerd/status/2016956536241758370)  2026-01-29T19:28Z 189.9K followers, 12.8K engagements


"$AAPL earnings snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2016991072757453253)  2026-01-29T21:45Z 189.8K followers, 17.5K engagements


"We basically determined that $GOOGL AI technology would provide the most capable foundation for $AAPL Foundation Models. Apple CEO Tim Cook tonight"  
[X Link](https://x.com/StockMarketNerd/status/2017037667846762542)  2026-01-30T00:50Z 189.8K followers, 13.6K engagements


"Snapshot of another strong $SOFI quarter:"  
[X Link](https://x.com/StockMarketNerd/status/2017213613077852423)  2026-01-30T12:29Z 190K followers, 100.8K engagements


"$SOFI so pretty:"  
[X Link](https://x.com/StockMarketNerd/status/2017222307752624477)  2026-01-30T13:04Z 189.8K followers, 14.6K engagements


"Banking on a $DUOL recovery when their social media trends look this bad feels risky. Their organic growth engine is still broken. Still TBD on fixes working. @tickerplus been all over this"  
[X Link](https://x.com/StockMarketNerd/status/2017252568724861140)  2026-01-30T15:04Z 189.9K followers, 37.6K engagements


"Chamath telling everyone to set every software RPO assumption to $0 going forward might be the bottom indicator weve been waiting for"  
[X Link](https://x.com/StockMarketNerd/status/2017283695556665371)  2026-01-30T17:08Z 189.7K followers, 61.7K engagements


"My detailed $SOFI earnings review: a. Key points b. Demand c. Profits & Margins d. Credit health Cap market access & balance sheet e. Guidance & Valuation f. Call Highlights g. My take https://www.stockmarketnerd.com/sofi-earnings-review-2/ https://www.stockmarketnerd.com/sofi-earnings-review-2/"  
[X Link](https://x.com/StockMarketNerd/status/2017338232761909291)  2026-01-30T20:44Z 189.9K followers, 14K engagements


"Man some of these software companies are so high-quality but way too expensive. So many a few months ago Theyre going way lower. So many today Sentiment follows price"  
[X Link](https://x.com/StockMarketNerd/status/2017698048034427172)  2026-01-31T20:34Z 189.9K followers, 13.2K engagements


"Ive been able to start positions in a few new companies over the last few months that have always been way too expensive for me to own. Not anymore. They can go lower. Most of their charts are ugly. But their fundamentals are fine. Their multi-year forward estimates are stable or rising. Their own forward guidance is perfectly healthy. Their multiples have fallen a ton & are now actually reasonable. So if they do go lower Ill keep religiously tracking financial data & say thank you if that data remains good. Ill be grateful when healthy companies see their stocks break for reasons other than"  
[X Link](https://x.com/StockMarketNerd/status/2017714717545140563)  2026-01-31T21:40Z 190K followers, 26.2K engagements


"The Deep Dive scheduled to send feeling"  
[X Link](https://x.com/StockMarketNerd/status/2017770227509985438)  2026-02-01T01:21Z 189.8K followers, [----] engagements


"Whenever software finally outperforms the S&P by 0.01% for a few day stretch"  
[X Link](https://x.com/StockMarketNerd/status/2018428127697936612)  2026-02-02T20:55Z 189.8K followers, 24.6K engagements


"$PLTR earnings review: a. Palantir [---] b. Key Points c. Demand d. Profits & Margins e. Balance Sheet f. Guidance & Valuation g. Call Presentation & Karp Letter Notes h. Take https://www.stockmarketnerd.com/palantir-q4-2025-earnings-review/ https://www.stockmarketnerd.com/palantir-q4-2025-earnings-review/"  
[X Link](https://x.com/StockMarketNerd/status/2018525564324155844)  2026-02-03T03:22Z 189.9K followers, [----] engagements


"A low multiple and a massive buyback for $PYPL are only compelling if the core business is not in permanent decline. Not when that business shows no signs of stabilization. Not when they roll out their new checkout to customers painfully slowly with Apple Google Shopify Affirm & more all offering better options. Not when shelling out more promos is the only thing you can do to stop the leaky bucket that is your main products market share. Not when you pull the I-Day targets you set [--] months ago. Not when every piece of innovation fails to move the needle at all. Not when your most exciting"  
[X Link](https://x.com/StockMarketNerd/status/2018666755699171729)  2026-02-03T12:43Z 190K followers, 65K engagements


"Nice $SOFI upgrade from JP Morgan today. 1) Great underlying demand trends. 2) Strong profit ramp. 3) Rising confidence in those two things continuing. 👀🙂👍"  
[X Link](https://x.com/StockMarketNerd/status/2018669984613040576)  2026-02-03T12:56Z 190K followers, 22.8K engagements


"Snapshot of a bad $PYPL quarter:"  
[X Link](https://x.com/StockMarketNerd/status/2018675616183144496)  2026-02-03T13:19Z 190K followers, 20.6K engagements


"Panic selling great firms at a fair price when 💩 hits the fan is routinely an awful decision over the long haul. Staying the course w/those firms when doing so feels most anxiety-provoking is routinely a good decision. Fundamentally healthy Now cheaper Thats a good thing"  
[X Link](https://x.com/StockMarketNerd/status/2018740686967710043)  2026-02-03T17:37Z 190K followers, 19.2K engagements


"Are you guys sure you want these markets to be open 24/7"  
[X Link](https://x.com/StockMarketNerd/status/2018756035658334248)  2026-02-03T18:38Z 189.8K followers, 22.3K engagements


"At least $PYPL knows how to make were losing sound good"  
[X Link](https://x.com/StockMarketNerd/status/2018766836393734439)  2026-02-03T19:21Z 189.8K followers, 23K engagements


"Call ongoing Will have this review and the $PYPL review published later tonight"  
[X Link](https://x.com/StockMarketNerd/status/2018811547594949059)  2026-02-03T22:19Z 189.7K followers, [----] engagements


"@TheFinPitch Not the best report"  
[X Link](https://x.com/StockMarketNerd/status/2018902459616485790)  2026-02-04T04:20Z 189.7K followers, [---] engagements


"@nyx_zheng Margins got help from a large inventory related boost to GPM from China this Q"  
[X Link](https://x.com/StockMarketNerd/status/2018911173455106162)  2026-02-04T04:55Z 189.7K followers, [---] engagements


"More adding for me today. Slowly steadily carefully robotically & emotionlessly. Pac Man mode activated"  
[X Link](https://x.com/StockMarketNerd/status/2019066969274589352)  2026-02-04T15:14Z 189.8K followers, 11.2K engagements


"$GOOGL earnings snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2019157956520997160)  2026-02-04T21:15Z 190K followers, 24.5K engagements


"@Couch_Investor Maybe to avoid people jumping to conclusions in a terrible market for software amid CRO change news🤷♂"  
[X Link](https://x.com/StockMarketNerd/status/2019200797704146974)  2026-02-05T00:05Z 189.8K followers, [----] engagements


"Note that without a $2.1B charge associated with the Waymo Investment round (expensed mostly in R&D) EBIT would have been 3% ahead"  
[X Link](https://x.com/StockMarketNerd/status/2019215438056456350)  2026-02-05T01:04Z 189.8K followers, [----] engagements


"@KingachillesE They arent reporting for another month theyd be stupid to forecast a future period before they have [--] extra days of certainty on what that period will look like"  
[X Link](https://x.com/StockMarketNerd/status/2019259380672385374)  2026-02-05T03:58Z 189.7K followers, [---] engagements


"Cut a core holding today. Signs of fundamental fragility popping up Used proceeds to add to other core holdings. Updated holdings & performance vs. the S&P 500: https://www.stockmarketnerd.com/cutting-a-position-performance-updates/ https://www.stockmarketnerd.com/cutting-a-position-performance-updates/"  
[X Link](https://x.com/StockMarketNerd/status/2019441196595134927)  2026-02-05T16:01Z 189.9K followers, 19K engagements


"Maybe the most $HIMS day ever: Excitedly adding a Wegovy knock-off weight loss pill in the morning. $NVO legal action announced a few hours later"  
[X Link](https://x.com/StockMarketNerd/status/2019442610834657744)  2026-02-05T16:06Z 190K followers, 75.2K engagements


"Man am I glad I plugged my nose took a deep breath stuck to the process & leaned into healthy companies as their multiples fell. me in the future probably"  
[X Link](https://x.com/StockMarketNerd/status/2019450585687158904)  2026-02-05T16:38Z 189.9K followers, 10.9K engagements


"@ecommerceshares If I let you invest an extra dollar to generate $1.50 how many times would you make that decision"  
[X Link](https://x.com/StockMarketNerd/status/2019470345602748729)  2026-02-05T17:57Z 189.8K followers, 10.1K engagements


"@SharestepAI If youre saying this was expected Im saying great Monday Morning QBing"  
[X Link](https://x.com/StockMarketNerd/status/2019477837464338729)  2026-02-05T18:26Z 189.8K followers, [---] engagements


"@ecommerceshares Exciting for those with liquidity & time"  
[X Link](https://x.com/StockMarketNerd/status/2019487274761666938)  2026-02-05T19:04Z 189.8K followers, [----] engagements


"@gothburz Make Post Formats Like This Illegal"  
[X Link](https://x.com/StockMarketNerd/status/2019490083930349889)  2026-02-05T19:15Z 189.9K followers, [----] engagements


"$TEAM down 70% over the last year. Stable forward estimates during that time. FCF multiple from 43x to 14x during that time. Beats & raises across the board tonight. Punished more. Sums up the current mindset towards software"  
[X Link](https://x.com/StockMarketNerd/status/2019546793416225208)  2026-02-05T23:00Z 190K followers, 28.3K engagements


"Oh boy. Regulatory risks continuing to play out. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/StockMarketNerd/status/2019563783849668827)  2026-02-06T00:08Z 189.9K followers, 12.4K engagements


"@moneywcontext I think right move is to spend and maximize long term shareholder value knowing youll get punished near term for it (so what theyre doing already)"  
[X Link](https://x.com/StockMarketNerd/status/2019591651141034051)  2026-02-06T01:59Z 189.8K followers, [----] engagements


"At least Burry is having fun I guess. 😂"  
[X Link](https://x.com/StockMarketNerd/status/2019612761219821696)  2026-02-06T03:22Z 189.6K followers, [----] engagements


"@r_goln I dont know I just know he was short Palantir & Nvidia"  
[X Link](https://x.com/StockMarketNerd/status/2019614294317375665)  2026-02-06T03:29Z 189.8K followers, [--] engagements


"There are many pockets of software that are completely fine"  
[X Link](https://x.com/StockMarketNerd/status/2019794012891238625)  2026-02-06T15:23Z 189.7K followers, [----] engagements


"You can just tell Altman has that Im going to destroy this guys company look in his eyes. (KIDDING) Party just kicked off Super Bowl weekend officially started in SF. ❤ @sama @SuperBowl https://t.co/6jfAJS4CFR Party just kicked off Super Bowl weekend officially started in SF. ❤ @sama @SuperBowl https://t.co/6jfAJS4CFR"  
[X Link](https://x.com/StockMarketNerd/status/2019888052207030497)  2026-02-06T21:36Z 189.8K followers, 19.5K engagements


"@agnostoxxx $20M commitment from McDermott but yeah would love to see more sticking neck out from sector"  
[X Link](https://x.com/StockMarketNerd/status/2020623216843399509)  2026-02-08T22:18Z 189.9K followers, [----] engagements


"Hey @Benioff & every CEO of every software company being indiscriminately panic sold & treated as falling dinosaurs. Now would be an amazing time to purchase some shares on the open market. Signal your confidence in the longevity of your growth curves with your wallets. Or dont & let the talking heads keep declaring the simultaneous demise of your entire sector. What do I know. Im just a wee nerd"  
[X Link](https://x.com/StockMarketNerd/status/2020651795115122926)  2026-02-09T00:11Z 189.8K followers, [----] engagements


"@staysaasy @Benioff They are. Earnings call is more than [--] days away"  
[X Link](https://x.com/StockMarketNerd/status/2020686939071140215)  2026-02-09T02:31Z 189.9K followers, [--] engagements


"@TegridyBanks @Futurenvesting I think offering people ways to access contracts directly tied to investing fed rates or GDP numbers etc. is better. Still a bit of a slippery slope but not as blatantly bad"  
[X Link](https://x.com/StockMarketNerd/status/2020883400882557089)  2026-02-09T15:32Z 190K followers, [--] engagements


"Offering members ways to select Fed rate outcomes or GDP growth estimates can give them ways to hedge risk in different ways. Betting Seahawks ML doesnt really do that. But there are very few prediction market lines that I think actually fit into that very small category of appropriate for them. Must be tied directly to markets & portfolio risk. https://twitter.com/i/web/status/2020886452817502657 https://twitter.com/i/web/status/2020886452817502657"  
[X Link](https://x.com/StockMarketNerd/status/2020886452817502657)  2026-02-09T15:44Z 190K followers, [--] engagements


"@Investor_JPD Totally fair pushback. Just need to find a way to arrive at cheaper access outcome without making drug development a lot less compelling due to exclusive IP window loopholes. And I dont have a good answer for what that should look like"  
[X Link](https://x.com/StockMarketNerd/status/2020889282685075697)  2026-02-09T15:55Z 190K followers, [---] engagements


"@TX_Outsider_ Wiz + SentinelOne sounds compelling under the Google Cloud umbrella"  
[X Link](https://x.com/StockMarketNerd/status/2020903151662989742)  2026-02-09T16:50Z 190K followers, [---] engagements


"@TheRealBirnbaum You are brave and I hope you look extremely right in the future"  
[X Link](https://x.com/StockMarketNerd/status/2020917947334557861)  2026-02-09T17:49Z 190K followers, [---] engagements


"@Kross_Roads 🤝🤝 you made so much $ on $PLTR im sure this is a blip"  
[X Link](https://x.com/StockMarketNerd/status/2020918052599071229)  2026-02-09T17:49Z 190K followers, [----] engagements


"@options_selling Been the case since the IPO"  
[X Link](https://x.com/StockMarketNerd/status/2020978536476180610)  2026-02-09T21:50Z 190K followers, [---] engagements


"@SharestepAI They tried Shopify Fulfillment Network. But failed and rightfully pivoted"  
[X Link](https://x.com/StockMarketNerd/status/2021001885105451075)  2026-02-09T23:22Z 190K followers, [---] engagements


"@_MAGA_Patriot Isnt it funny that these reactions are happening today and companies like $NOW that beat & raised (against stable expectations) and got punished"  
[X Link](https://x.com/StockMarketNerd/status/2021244605857972699)  2026-02-10T15:27Z 190K followers, [---] engagements


"My detailed $AMD & $PYPL earnings reviews: Thorough coverage of financials investor materials & my take. https://www.stockmarketnerd.com/amd-paypal-earnings-reviews/ https://www.stockmarketnerd.com/amd-paypal-earnings-reviews/"  
[X Link](https://x.com/StockMarketNerd/status/2018901166583636209)  2026-02-04T04:15Z 190.1K followers, 13.1K engagements


"This is sorta what can happen when a company gets 40% of their revenue from very cyclical crypto & options retail markets. And the cycle gets less fun. Good news for bulls is that the 40% was 50% a few quarters ago. And if regulators will let people gamble on sports though their app that should be less a cyclical for growth driver than their other products"  
[X Link](https://x.com/StockMarketNerd/status/2021335172239720794)  2026-02-10T21:27Z 190.1K followers, [----] engagements


"@RileyIsBuilding Are traditional banks expecting a 40% profit CAGR for the next [--] years (no) or profit growth factors higher than GDP growth (also no)"  
[X Link](https://x.com/StockMarketNerd/status/2021360941494112494)  2026-02-10T23:09Z 190.1K followers, [----] engagements


"Pot. Kettle. Black"  
[X Link](https://x.com/StockMarketNerd/status/2021440084046905823)  2026-02-11T04:24Z 190.1K followers, 34.6K engagements


"Detailed $HOOD & $SHOP earnings reviews: a. Key points b. Demand c. Profits d. Balance Sheet e. Guide & Valuation f. Call & release g. My Take Links to $DDOG $PLTR & [--] other reviews. Links to my $AXON deep dive & my portfolio/performance too. https://www.stockmarketnerd.com/robinhood-shopify-earnings-reviews/ https://www.stockmarketnerd.com/robinhood-shopify-earnings-reviews/"  
[X Link](https://x.com/StockMarketNerd/status/2021794729294238027)  2026-02-12T03:53Z 190.1K followers, 16.2K engagements


"Dang AI is vibe coding semi trucks now"  
[X Link](https://x.com/StockMarketNerd/status/2021986451718885579)  2026-02-12T16:35Z 190.1K followers, 12.1K engagements


"@TheStalwart Im vibe coding a response to this right now"  
[X Link](https://x.com/StockMarketNerd/status/2022013929074176083)  2026-02-12T18:24Z 190.1K followers, [----] engagements


"Breaking: $AAPL falls as [--] y/o vibe codes a new iPhone with a slightly better camera & battery in his dorm room. Rumor has it he will soon ask Gemini to do the same thing for the iPad no cap. Importantly make no mistakes is a default piece of his prompts"  
[X Link](https://x.com/StockMarketNerd/status/2022025474999038162)  2026-02-12T19:10Z 190.1K followers, 18.8K engagements


"If your response to this is "just short it" then: 1) I don't short. I always root for bulls. I just also practice critical thinking. 2) I don't time macro cycles. If macro stays fun this will keep doing very well. 3) If data on a stock you own makes you upset that's on you"  
[X Link](https://x.com/StockMarketNerd/status/1988044478301474871)  2025-11-11T00:41Z 190K followers, [----] engagements


"Positive $NU note from BofA: 1) AI powering Brazil re-accel without added balance sheet risk. 2) Merchant banking growth opportunity in Brazil is "as attractive as retail mass market [--] years ago." 3) Making progress on better serving high-income individuals in Brazil. 4) Mexico now nearing profitability as it gears up to add more products like payroll loans. 5) Expected churn following Mexico deposit yield cut (as it shifts some focus to monetization) has stabilized. 6) Raised [----] & [----] net income estimates by 8% & 5% respectively. Moved target from $16 to $18 -- maintained neutral rating."  
[X Link](https://x.com/StockMarketNerd/status/1993715798456602716)  2025-11-26T16:17Z 190K followers, 36.1K engagements


"Thoughts on the software selloff & AI risks:"  
[X Link](https://x.com/StockMarketNerd/status/2013704807425413299)  2026-01-20T20:06Z 190K followers, 29.7K engagements


"$AXON is what pretty compounding looks like:"  
[X Link](https://x.com/StockMarketNerd/status/2015939249413984651)  2026-01-27T00:05Z 190K followers, 29K engagements


"We expect U.S. trip & bookings growth to accelerate further in [----]. $UBER sucks at dying"  
[X Link](https://x.com/StockMarketNerd/status/2019054690810339823)  2026-02-04T14:25Z 190K followers, 26.5K engagements


"Im playing chess not checkers"  
[X Link](https://x.com/StockMarketNerd/status/2019143951475962002)  2026-02-04T20:20Z 190K followers, 46.7K engagements


"Holy moly. $180B CapEx guide from $GOOGL. 50% above consensus. $AVGO & other partners rejoice"  
[X Link](https://x.com/StockMarketNerd/status/2019156470684668125)  2026-02-04T21:09Z 190K followers, 51.1K engagements


"$RBRK exceeded all guidance metrics for Q4 based on preliminary results just published in an 8K. Their CRO is also leaving for another role & they internally promoted the replacement (Jesse Green)"  
[X Link](https://x.com/StockMarketNerd/status/2019177480003702935)  2026-02-04T22:33Z 190K followers, 53.5K engagements


"My detailed $UBER & $GOOGL earnings reviews: Thorough coverage of financials investor materials & my take on the quarters. https://www.stockmarketnerd.com/alphabet-uber-earnings-reviews/ https://www.stockmarketnerd.com/alphabet-uber-earnings-reviews/"  
[X Link](https://x.com/StockMarketNerd/status/2019268877251961188)  2026-02-05T04:36Z 190K followers, [----] engagements


"$AMZN is going to guide to [---] gazillions in [----] CapEx arent they"  
[X Link](https://x.com/StockMarketNerd/status/2019479822049677385)  2026-02-05T18:34Z 190K followers, 21.3K engagements


"Mega-caps: Were spending more because demand is so good. Investors:"  
[X Link](https://x.com/StockMarketNerd/status/2019480082155217020)  2026-02-05T18:35Z 190K followers, 40.9K engagements


"My detailed $AMZN earnings review: Thorough coverage of financials the call & my take. https://www.stockmarketnerd.com/amazon-earnings-review-2/ https://www.stockmarketnerd.com/amazon-earnings-review-2/"  
[X Link](https://x.com/StockMarketNerd/status/2019607399405900281)  2026-02-06T03:01Z 190K followers, [----] engagements


"Well maybe public CEOs shouldnt tweet like this or intentionally call attention to short squeezes right before planned sales"  
[X Link](https://x.com/StockMarketNerd/status/2019792218026865015)  2026-02-06T15:16Z 190K followers, 16.8K engagements


"Supporting $HIMS because you think theyre fighting the good fight is one thing. I think what they do seriously damages biotech R&D incentives & makes companies less likely to develop new drugs. But if you think theyre the good guy here then fine. I see both sides. Still having that point of view doesnt require you investing your dollars. You can cheer for them from the sidelines. & continuing to pour those dollars into this business & stick your neck out for this team makes very little sense to me. Youre unconditionally supporting a company gearing up for years of lawsuits risks to their core"  
[X Link](https://x.com/StockMarketNerd/status/2020881807323832540)  2026-02-09T15:25Z 190K followers, 32.6K engagements


"The people telling you all software is dead are the same people who told you $GOOGL Search had peaked & their AI Overviews would never monetize a year ago"  
[X Link](https://x.com/StockMarketNerd/status/2020893195823911212)  2026-02-09T16:10Z 190K followers, 26.2K engagements


"Nice MoffettNathanson $SHOP upgrade. An AI winner In software Strong channel checks No evidence of disruption More market share gains You kiddin me Color me shocked. 😉"  
[X Link](https://x.com/StockMarketNerd/status/2020994777509134558)  2026-02-09T22:54Z 190K followers, 10.8K engagements


"@CoorsLightCEO democratization"  
[X Link](https://x.com/StockMarketNerd/status/2021365182811816182)  2026-02-10T23:26Z 190K followers, [---] engagements


"In the future I think were going to look back on these last few months & think man am I immensely grateful that Mr. Market was convinced the entire software sector was dead"  
[X Link](https://x.com/StockMarketNerd/status/2021241636416549340)  2026-02-10T15:15Z 190K followers, 13.8K engagements


"Another masterpiece from $PLTR 👏"  
[X Link](https://x.com/StockMarketNerd/status/2018436908179660946)  2026-02-02T21:30Z 190K followers, 43.1K engagements


"Thats it. Im telling Anthropic to vibe code Anthropic. Two can play this game"  
[X Link](https://x.com/StockMarketNerd/status/2019079981800792544)  2026-02-04T16:05Z 190K followers, 10.1K engagements


"I would like $SOFI to avoid getting into sports prediction market contracts. If their goal is to help users get their money right. Then offering a way to gamble on sports with brokerage funds is immensely counterproductive. I hope the rumors from last week dont come to fruition. So many other ways to find more growth in ways that align with your member bases interests. https://twitter.com/i/web/status/2020515377877258386 https://twitter.com/i/web/status/2020515377877258386"  
[X Link](https://x.com/StockMarketNerd/status/2020515377877258386)  2026-02-08T15:09Z 190K followers, 21.5K engagements


"All it took was $DDOG missing on every [----] guidance metric to get people excited about software again. Yes I know they always under-promise but still. Mr. Market youre a weirdo. 😂"  
[X Link](https://x.com/StockMarketNerd/status/2021245321179701520)  2026-02-10T15:30Z 190K followers, 18.4K engagements


"@wilson_eth Badge of honor"  
[X Link](https://x.com/StockMarketNerd/status/2021565593502282201)  2026-02-11T12:42Z 190K followers, [---] engagements


"Holy $PLTR [----] revenue guide. 61% growth guide vs. 43% growth expectations following a Q4 beat. Different league. Earning that sky-high multiple"  
[X Link](https://x.com/StockMarketNerd/status/2018431554792333542)  2026-02-02T21:09Z 190K followers, 24K engagements


"$AMD earnings snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2018799417269367288)  2026-02-03T21:31Z 190K followers, 36.7K engagements


"I think the $UBER miss today is a byproduct of changing to an adjusted net income disclosure (which includes SBC). I think there was some analyst modeling confusion. Why every other profit metric looks materially better vs. consensus"  
[X Link](https://x.com/StockMarketNerd/status/2019035693641842869)  2026-02-04T13:09Z 190K followers, 26.4K engagements


"Woah $PYPL is pretty cheap & buying ba"  
[X Link](https://x.com/StockMarketNerd/status/2019465421041090561)  2026-02-05T17:37Z 190K followers, 11.3K engagements


"Stop spending on AI because its a waste of money but also AI is going to replace every single software company. Mr. Market right now"  
[X Link](https://x.com/StockMarketNerd/status/2019575913214570870)  2026-02-06T00:56Z 190.1K followers, 72.3K engagements


"$AMZN earnings snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2019525105777561803)  2026-02-05T21:34Z 190.1K followers, 64.5K engagements


"@PythiaR They were safe at 9:30 but then those darn vibe coders got to them"  
[X Link](https://x.com/StockMarketNerd/status/2021707620369727696)  2026-02-11T22:07Z 190.1K followers, [----] engagements


"Should be an interesting afternoon earnings session 🍿"  
[X Link](https://x.com/StockMarketNerd/status/2022040250697339312)  2026-02-12T20:08Z 190.1K followers, 17.5K engagements


"Is this what he meant by new rails An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"  
[X Link](https://x.com/StockMarketNerd/status/2022328506022269403)  2026-02-13T15:14Z 190.1K followers, 10.8K engagements


"$PLTR is probably the most impressive company I follow in terms of profitable compounding. Anyone who disagrees go check out their last 5-10 earnings reports. Masterful. Yet $PLTR does not deserve 90X forward sales like it was getting in September. It deserves it more than everyone else. But it still doesnt deserve it. Why Because nobody does. Because even for the company I cover with the best execution price matters. https://twitter.com/i/web/status/2019085477417017485 https://twitter.com/i/web/status/2019085477417017485"  
[X Link](https://x.com/StockMarketNerd/status/2019085477417017485)  2026-02-04T16:27Z 190K followers, 30.7K engagements


"ICYMI: My $AXON deep dive from earlier in the week: Everything you need to know about the business prospects financials & risks. https://www.stockmarketnerd.com/axon-deep-dive/ https://www.stockmarketnerd.com/axon-deep-dive/"  
[X Link](https://x.com/StockMarketNerd/status/2019812815373304271)  2026-02-06T16:37Z 190K followers, [----] engagements


"@concenTRADER1 @prtllyfnctnl Ok. Wait to see how it plays out while the data keeps coming. Trust a CEOs words over the actual financial forecasts hes explicitly giving you that sharply missed already vastly lowered street targets"  
[X Link](https://x.com/StockMarketNerd/status/2022092256388477228)  2026-02-12T23:35Z 190K followers, [--] engagements


"Anthropics CEO is telling the world theyre going to make software engineering obsolete in 6-12 months. Here are some of their current job listings"  
[X Link](https://x.com/StockMarketNerd/status/2019837212515528730)  2026-02-06T18:14Z 190.1K followers, 287.8K engagements


"@ocshree Poorly worded on my part. Guide & estimate both were $0.55 so they beat each of those by $0.04"  
[X Link](https://x.com/StockMarketNerd/status/2021267221926776851)  2026-02-10T16:57Z 190.1K followers, [---] engagements


"$HOOD earnings snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2021334230727524527)  2026-02-10T21:23Z 190.1K followers, 27.9K engagements


"The entire fintech sector is making the $SOFI Q4 print look even more impressive"  
[X Link](https://x.com/StockMarketNerd/status/2021353081963995456)  2026-02-10T22:38Z 190.1K followers, 40.8K engagements


"Welcome to $META Mr. Ackman. What a wonderful dose of confirmation bias. 😂 (Slide from their investor presentation)"  
[X Link](https://x.com/StockMarketNerd/status/2021614957687611407)  2026-02-11T15:59Z 190.1K followers, 17.6K engagements


"Sell software because reports were good & too many people have jobs right now so the seat-based AI risk isnt playing out. Mr. Market"  
[X Link](https://x.com/StockMarketNerd/status/2021618126279131597)  2026-02-11T16:11Z 190.1K followers, 20.7K engagements


"The year is 2050: Cars fly. Minds are read. $AAPL is nearing its upgraded Siri launch this time for real"  
[X Link](https://x.com/StockMarketNerd/status/2021678725612339201)  2026-02-11T20:12Z 190.1K followers, 16.3K engagements


"$APP earnings snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2021694464092193010)  2026-02-11T21:14Z 190.1K followers, 23.3K engagements


"I wonder what $APP wouldve done today if it didnt comfortably beat & raise on every metric"  
[X Link](https://x.com/StockMarketNerd/status/2021965364238651491)  2026-02-12T15:11Z 190.1K followers, 19.4K engagements


"$DKNG earnings snapshot: This one always needs more context. Good outcome luck & the large jackpot helped the Q4 beats. Thats not structural or exciting just like them missing because of bad outcome luck in other quarters wasnt concerning. BUT the [----] guidance is awful & not terribly surprising. State level volume data had been looking so resilient and strong amid the prediction market competition. This sharply changed about a month ago as warning signs out of New York showed volume growth turning negative. The slowdown was aggressive large & beyond things like event timing. That basically"  
[X Link](https://x.com/StockMarketNerd/status/2022063021208875091)  2026-02-12T21:39Z 190.1K followers, 15.6K engagements


"To every executive not in their blackout period who has seen their stock cut in half due to AI concerns. To the CEOs telling us how misunderstood their companies are: Insider purchases speak so much more loudly than words. Show us how convinced you are with your personal wallets. Or dont & do what you want. Im just a nerd. https://twitter.com/i/web/status/2022127687582564462 https://twitter.com/i/web/status/2022127687582564462"  
[X Link](https://x.com/StockMarketNerd/status/2022127687582564462)  2026-02-13T01:56Z 190.1K followers, 22.6K engagements


"I just read a tweet from a fund manager comparing software companies to asbestos. Getting closer"  
[X Link](https://x.com/StockMarketNerd/status/2022349350022606965)  2026-02-13T16:37Z 190.1K followers, [----] engagements


"Either every single software company is going ex-growth at exactly the same time or there are some pretty darn compelling opportunities out there"  
[X Link](https://x.com/StockMarketNerd/status/2018714866156962294)  2026-02-03T15:55Z 190.1K followers, 31.9K engagements


"$DDOG earnings snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2021226611996045667)  2026-02-10T14:15Z 190.1K followers, 21.3K engagements


"$NET earnings snapshot:"  
[X Link](https://x.com/StockMarketNerd/status/2021352968671592766)  2026-02-10T22:37Z 190.1K followers, 14.3K engagements


"Welcome to $META Mr. Ackman. What a wonderful dose of confirmation bias. 😂"  
[X Link](https://x.com/StockMarketNerd/status/2021614373748236587)  2026-02-11T15:56Z 190.1K followers, [----] engagements


"Do as I say not as I do"  
[X Link](https://x.com/StockMarketNerd/status/2021661803609305374)  2026-02-11T19:05Z 190.1K followers, 26.4K engagements


"@EddieJones26905 Their guide cleared consensus by 4%+ so the Q/Q decel vs. last year was fully expected for a name that had been already nearly cut in half"  
[X Link](https://x.com/StockMarketNerd/status/2021969109970296947)  2026-02-12T15:26Z 190.1K followers, [---] engagements


"My detailed $NET earnings review: a. Cloudflare [---] b. Key Points c. Demand d. Profits e. Balance Sheet f. Guidance & Valuation g. Call h. My Take https://www.stockmarketnerd.com/cloudflare-q4-2025-earnings-review/ https://www.stockmarketnerd.com/cloudflare-q4-2025-earnings-review/"  
[X Link](https://x.com/StockMarketNerd/status/2022132534960959752)  2026-02-13T02:15Z 190.1K followers, [----] engagements


"@VanIsleInvestor Whos denying that business models will need to evolve"  
[X Link](https://x.com/StockMarketNerd/status/2022326634544803999)  2026-02-13T15:06Z 190.1K followers, [--] engagements


"@BigTimeBlazo Yes ServiceNow is asbestos. 👍"  
[X Link](https://x.com/StockMarketNerd/status/2022353580125004199)  2026-02-13T16:54Z 190.1K followers, [---] engagements

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