[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](/creator/twitter/StockMarketNerd) "(I don't think of loyalty towards a stock or a company in a positive light. I think that loyalty must be consistently earned with strong performance. Just observing)"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948130425286590773) 2025-07-23 21:17:42 UTC 174K followers, 11.9K engagements "& there you go $PANW says theyre not interested"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947368264063193302) 2025-07-21 18:49:09 UTC 174K followers, 7600 engagements "Well Japan trade deal is a sizable piece of good news. 👍"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947800042904895968) 2025-07-22 23:24:53 UTC 174K followers, 24.7K engagements "Maybe $OSCR turns into a great investment from here. And I dont mean to pick on anyone specifically as I see so much of this on here from so many. But advising people to have the balls to invest in a stock is not ok. Especially a speculative business that most folks dont understand. If you dont have a license Feel free to tell people exactly why youre making the decisions youre making. I do that all the time. But dont tell them to buy or sell something. Thats not your place"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946226433954877843) 2025-07-18 15:11:55 UTC 174K followers, 124.8K engagements "Find yourself someone who loves you like BofA loves constantly reiterating their underperform rating on $HIMS"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946227585555300805) 2025-07-18 15:16:30 UTC 174K followers, 13K 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 173.9K followers, 207.8K engagements "@DividendDude_X Theres a way to say something and this aint it. Not even close. Inflammatory. Sensationalistic. Borderline predatory"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946317669348634991) 2025-07-18 21:14:27 UTC 173.9K followers, 1617 engagements "@Zeff_Pena On the GPU side for sure $AVGO $GOOGL $AMZN some other players in high performance compute. Just less gen-purpose in terms of focus"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944831192878006332) 2025-07-14 18:47:44 UTC 173.9K followers, XXX engagements "$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"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1912943970906255545) 2025-04-17 18:59:18 UTC 173.9K followers, 38.9K engagements "Economic commentary from large financial institution earnings: We continue to see solid consumer spending data improving credit quality from already strong statistics & plenty of household net worth growth we continue to predict no recession. $BAC CEO Brian Moynihan We look at consumer health very closely. We continue to struggle to see signs of weakness you see a bit more stress in lower income bands but thats always true. $JPM CFO Jeremy Barnum When you look at our performance across spend transactions retention and credit what you see is remarkable resilience across our customer base. $AXP"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946685803905843274) 2025-07-19 21:37:17 UTC 174K followers, 18.4K engagements "$NVDA & $AMD shareholders are probably grinning"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944794837720379837) 2025-07-14 16:23:16 UTC 173.9K followers, 45K engagements "PS -- There have been zero open market purchases of $OSCR shares from insiders since November 2024. I am seeing posts about heavy recent insider buying. These are not accurate"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946288013220209001) 2025-07-18 19:16:37 UTC 174K followers, 10.3K engagements "Ive got some very bad news. Took new headshots today. The vest is officially being retired in the near future. Im not sure what youll all make fun of me about anymore. Im only X foot X so thats probably a safe place to start but Im sure youll figure something out"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947785195395969439) 2025-07-22 22:25:53 UTC 174K followers, 25.4K engagements "Full review of this quarter & $TSM coming tonight. Big bank credit data & $AXP coverage Saturday"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945942727742341421) 2025-07-17 20:24:34 UTC 174K followers, 14.8K engagements "My Detailed $NFLX & $TSM Earnings Reviews:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946014178843431025) 2025-07-18 01:08:30 UTC 174K followers, 15.3K 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 173.9K followers, 27.2K engagements "I feel like $TSLA could announce that its shutting down its auto business & donating its balance sheet to charity & the stock wouldnt care. 😂 Unmatched loyalty from this cohort of bulls"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948129371190890517) 2025-07-23 21:13:31 UTC 174K followers, 31.4K engagements "Similarly $GOOGL could announce they've solved for immortality & AGI & nobody would really care. How dare they spend more to service near-term demand said Mr. Market.😂😂 Oh well fundamentals always win eventually"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948142056830058793) 2025-07-23 22:03:55 UTC 174K followers, 8479 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 174K followers, 10.4K 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 173.8K followers, 39.8K engagements "Visualizing $SOFI margin trends. The word that comes to mind is pretty. Especially when they coincide with consistent 20%+ revenue growth"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1938595827364049157) 2025-06-27 13:50:37 UTC 173.8K followers, 26.3K engagements "Hear ya on macro tailwinds. Also dont think this is as low quality as $GME but dont think the gap is large. think there are other players who have executed better managed the downturn better are deeply profitable more proven & trading at similar or even lower revenue multiples. $RKT comes to mind"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947023449094078961) 2025-07-20 19:58:58 UTC 173.7K followers, XXX engagements "@_AlbertAlan @MiamiDon223 Revenue hasnt grown since 2022 and they dont even make money (or come close to making money) on an adjusted EBITDA basis"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947020181110190258) 2025-07-20 19:45:59 UTC 173.7K followers, XXX engagements "Whats currently your largest stock holding"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945499655443234864) 2025-07-16 15:03:58 UTC 174K followers, 74.5K engagements "Long Coldplay. Short CEOs who cheat on their wives"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945901653221122304) 2025-07-17 17:41:21 UTC 173.9K followers, 28.8K engagements "Snapshot of another Strong $NFLX Quarter:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945941761139871830) 2025-07-17 20:20:44 UTC 174K followers, 42.2K engagements "Common Argument: $GOOGL Search is dying My data-driven counter argument: No it isn't. Strong XXX% beat vs. consensus. Accelerating growth"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948112721624666194) 2025-07-23 20:07:21 UTC 174K followers, 50K engagements "Rest of $CMG coverage & $NOW coverage coming. Have a great night"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948225683408252941) 2025-07-24 03:36:13 UTC 174K followers, 8592 engagements "$META quickly turning into the LA Dodgers of public markets with these AI contracts. 9-figure comp packages. it's casual"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947757690647658498) 2025-07-22 20:36:35 UTC 174K followers, 13.7K engagements "Annual earnings season discounts are back This week's coverage: - big banks - $AXP - $NFLX - $TSM XX more reviews on Mag7 $PLTR $SOFI etc. coming this season. To get that my real-time portfolio/performance & consistently detailed news see below:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945489574450335901) 2025-07-16 14:23:54 UTC 174K followers, 26K engagements "$TSLA $GOOGL $NOW & $CMG on deck. The calm before the earnings storm"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948096507841777901) 2025-07-23 19:02:56 UTC 174K followers, 12.3K 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 173.9K followers, 289.2K engagements "1. $GOOGL detailed earnings review X. $TSLA detailed earnings review X. $CMG brief earnings snapshot"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948225614466445712) 2025-07-24 03:35:57 UTC 174K followers, 31.1K engagements "I'll have the full report out alongside a $TSLA review this evening. That article will also include financial data sections for $CMG & $NOW. Full reviews for both names coming this week"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948117502526919092) 2025-07-23 20:26:21 UTC 174K followers, 7372 engagements "Links to $NFLX & $TSM earnings reviews my updated portfolio/performance & my chat with $PYPL about new $JPM fees are at the top of the article. $GOOGL $TSLA $NOW $CMG & more next week"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946600664278143423) 2025-07-19 15:58:59 UTC 174K followers, 7977 engagements "@hamsarris6 Sell-sider. Already denied by $PANW"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947369584849191009) 2025-07-21 18:54:24 UTC 173.8K followers, XXX engagements "Just want to make it clear. This isnt about $OSCR. I dont invest in healthcare or health insurance and know very little about the space/this company. Maybe this is a great investment. I dont know. Not my wheelhouse. Im criticizing the way this message was delivered"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946230824443035649) 2025-07-18 15:29:22 UTC 174K followers, 19.9K engagements "@TX_Outsider_ Theyre refuting the rumors. $S + Wiz + $GOOGL would be super compelling agreed"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947369420180869463) 2025-07-21 18:53:44 UTC 173.8K followers, XXX engagements "Despite all of the Grok hype $GOOGL still with the commanding LLM lead on betting markets:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945550723350925586) 2025-07-16 18:26:53 UTC 173.9K followers, 24.1K engagements "@Zeff_Pena Yep What Im getting at in the chart with hefty and lumpy quarterly capex"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948125304439910737) 2025-07-23 20:57:21 UTC 174K followers, XXX engagements "$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 173.9K followers, 35.2K engagements "1. $AMZN Prime Day X. $GOOGL AI X. Big Bank & $AXP earnings X. $UBER AV X. $MELI X. $META models & control X. $DKNG prediction markets X. $SOFI student loans X. Analyst updates & macro"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946599417538109659) 2025-07-19 15:54:01 UTC 174K followers, 11.5K engagements "Ackman sold $NFLX 400%+ ago in 2022. He is an elite investor. If you ever get angry at yourself for making a mistake think of this. We all mess up. And for him. this will be an irrelevant blip on the radar amid a legendary career. Perfection is impossible. & that's ok"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1881838748352319525) 2025-01-21 22:58:15 UTC 173.9K followers, 87.4K engagements "Nothing says greed & overly excited markets quite like dying companies enjoying parabolic squeezes left & right"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948058232288682064) 2025-07-23 16:30:50 UTC 174K followers, 18K engagements "@nebhol89 @RevnoProduction Naver & $CPNG are pretty comparable at this point but Kakao is still modestly larger"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947748472842817803) 2025-07-22 19:59:57 UTC 173.9K followers, XX 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 173.9K followers, 18.4K 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 173.9K followers, 38.4K engagements "We just signed a trade deal with the economic powerhouse of the Philippines and youre bearish"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947712811335094575) 2025-07-22 17:38:15 UTC 174K followers, 11.5K engagements "If a holding you love trading at a fair price delivers great earnings and its stock falls Dont get angry. Say thank you"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1948119622416474113) 2025-07-23 20:34:46 UTC 174K followers, 19K engagements "Hearing rumors that $HOOD CEO Vlad Tenev called the S&P XXX selection committee fat"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946321701051961521) 2025-07-18 21:30:29 UTC 174K followers, 86.2K 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 173.9K followers, 52.7K engagements "If a X% swing for a high beta name has us feeling nervous Best options: X. Do a lot more research to more effectively evaluate investment case & risks. Thats the only way we can evaluate if volatility is to be taken advantage of. If the firm is healthy exhale & zoom out. X. Seek out less volatile names. X. Buy an index fund instead. Volatility is inevitable. How we prepare for it & react to it will separate us from the pack"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947661061294842283) 2025-07-22 14:12:37 UTC 174K followers, 11.5K engagements "If you dont understand a business its investment case & risks You are inviting yourself to act impulsively & anxiously amid sharp volatility. You have no way of knowing if a large correction is something to take advantage of or avoid"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946208834906693735) 2025-07-18 14:01:59 UTC 173.9K followers, 17.2K engagements "I'd personally prefer if the Director of FHFA didn't use his position to irresponsibly call for the ousting of the (supposedly independent) Fed Chair. Maybe I'm being too picky. 😂"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947747590050656646) 2025-07-22 19:56:27 UTC 174K followers, 12.3K engagements "Seeing unconfirmed rumors about $PANW potentially buying $S. Makes a ton of sense. Great tech. Fantastic 3rd party & customer ratings. Mixed execution & go-to-market. Palo Alto can certainly help a ton with that"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947359436047056903) 2025-07-21 18:14:04 UTC 174K followers, 21.9K 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.]
@StockMarketNerd
"(I don't think of loyalty towards a stock or a company in a positive light. I think that loyalty must be consistently earned with strong performance. Just observing)" @StockMarketNerd on X 2025-07-23 21:17:42 UTC 174K followers, 11.9K engagements
"& there you go $PANW says theyre not interested" @StockMarketNerd on X 2025-07-21 18:49:09 UTC 174K followers, 7600 engagements
"Well Japan trade deal is a sizable piece of good news. 👍" @StockMarketNerd on X 2025-07-22 23:24:53 UTC 174K followers, 24.7K engagements
"Maybe $OSCR turns into a great investment from here. And I dont mean to pick on anyone specifically as I see so much of this on here from so many. But advising people to have the balls to invest in a stock is not ok. Especially a speculative business that most folks dont understand. If you dont have a license Feel free to tell people exactly why youre making the decisions youre making. I do that all the time. But dont tell them to buy or sell something. Thats not your place" @StockMarketNerd on X 2025-07-18 15:11:55 UTC 174K followers, 124.8K engagements
"Find yourself someone who loves you like BofA loves constantly reiterating their underperform rating on $HIMS" @StockMarketNerd on X 2025-07-18 15:16:30 UTC 174K followers, 13K engagements
"What stock have you been buying most aggressively over the last month" @StockMarketNerd on X 2025-03-25 13:57:13 UTC 173.9K followers, 207.8K engagements
"@DividendDude_X Theres a way to say something and this aint it. Not even close. Inflammatory. Sensationalistic. Borderline predatory" @StockMarketNerd on X 2025-07-18 21:14:27 UTC 173.9K followers, 1617 engagements
"@Zeff_Pena On the GPU side for sure $AVGO $GOOGL $AMZN some other players in high performance compute. Just less gen-purpose in terms of focus" @StockMarketNerd on X 2025-07-14 18:47:44 UTC 173.9K followers, XXX engagements
"$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" @StockMarketNerd on X 2025-04-17 18:59:18 UTC 173.9K followers, 38.9K engagements
"Economic commentary from large financial institution earnings: We continue to see solid consumer spending data improving credit quality from already strong statistics & plenty of household net worth growth we continue to predict no recession. $BAC CEO Brian Moynihan We look at consumer health very closely. We continue to struggle to see signs of weakness you see a bit more stress in lower income bands but thats always true. $JPM CFO Jeremy Barnum When you look at our performance across spend transactions retention and credit what you see is remarkable resilience across our customer base. $AXP" @StockMarketNerd on X 2025-07-19 21:37:17 UTC 174K followers, 18.4K engagements
"$NVDA & $AMD shareholders are probably grinning" @StockMarketNerd on X 2025-07-14 16:23:16 UTC 173.9K followers, 45K engagements
"PS -- There have been zero open market purchases of $OSCR shares from insiders since November 2024. I am seeing posts about heavy recent insider buying. These are not accurate" @StockMarketNerd on X 2025-07-18 19:16:37 UTC 174K followers, 10.3K engagements
"Ive got some very bad news. Took new headshots today. The vest is officially being retired in the near future. Im not sure what youll all make fun of me about anymore. Im only X foot X so thats probably a safe place to start but Im sure youll figure something out" @StockMarketNerd on X 2025-07-22 22:25:53 UTC 174K followers, 25.4K engagements
"Full review of this quarter & $TSM coming tonight. Big bank credit data & $AXP coverage Saturday" @StockMarketNerd on X 2025-07-17 20:24:34 UTC 174K followers, 14.8K engagements
"My Detailed $NFLX & $TSM Earnings Reviews:" @StockMarketNerd on X 2025-07-18 01:08:30 UTC 174K followers, 15.3K 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 173.9K followers, 27.2K engagements
"I feel like $TSLA could announce that its shutting down its auto business & donating its balance sheet to charity & the stock wouldnt care. 😂 Unmatched loyalty from this cohort of bulls" @StockMarketNerd on X 2025-07-23 21:13:31 UTC 174K followers, 31.4K engagements
"Similarly $GOOGL could announce they've solved for immortality & AGI & nobody would really care. How dare they spend more to service near-term demand said Mr. Market.😂😂 Oh well fundamentals always win eventually" @StockMarketNerd on X 2025-07-23 22:03:55 UTC 174K followers, 8479 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 174K followers, 10.4K 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 173.8K followers, 39.8K engagements
"Visualizing $SOFI margin trends. The word that comes to mind is pretty. Especially when they coincide with consistent 20%+ revenue growth" @StockMarketNerd on X 2025-06-27 13:50:37 UTC 173.8K followers, 26.3K engagements
"Hear ya on macro tailwinds. Also dont think this is as low quality as $GME but dont think the gap is large. think there are other players who have executed better managed the downturn better are deeply profitable more proven & trading at similar or even lower revenue multiples. $RKT comes to mind" @StockMarketNerd on X 2025-07-20 19:58:58 UTC 173.7K followers, XXX engagements
"@_AlbertAlan @MiamiDon223 Revenue hasnt grown since 2022 and they dont even make money (or come close to making money) on an adjusted EBITDA basis" @StockMarketNerd on X 2025-07-20 19:45:59 UTC 173.7K followers, XXX engagements
"Whats currently your largest stock holding" @StockMarketNerd on X 2025-07-16 15:03:58 UTC 174K followers, 74.5K engagements
"Long Coldplay. Short CEOs who cheat on their wives" @StockMarketNerd on X 2025-07-17 17:41:21 UTC 173.9K followers, 28.8K engagements
"Snapshot of another Strong $NFLX Quarter:" @StockMarketNerd on X 2025-07-17 20:20:44 UTC 174K followers, 42.2K engagements
"Common Argument: $GOOGL Search is dying My data-driven counter argument: No it isn't. Strong XXX% beat vs. consensus. Accelerating growth" @StockMarketNerd on X 2025-07-23 20:07:21 UTC 174K followers, 50K engagements
"Rest of $CMG coverage & $NOW coverage coming. Have a great night" @StockMarketNerd on X 2025-07-24 03:36:13 UTC 174K followers, 8592 engagements
"$META quickly turning into the LA Dodgers of public markets with these AI contracts. 9-figure comp packages. it's casual" @StockMarketNerd on X 2025-07-22 20:36:35 UTC 174K followers, 13.7K engagements
"Annual earnings season discounts are back This week's coverage: - big banks - $AXP - $NFLX - $TSM XX more reviews on Mag7 $PLTR $SOFI etc. coming this season. To get that my real-time portfolio/performance & consistently detailed news see below:" @StockMarketNerd on X 2025-07-16 14:23:54 UTC 174K followers, 26K engagements
"$TSLA $GOOGL $NOW & $CMG on deck. The calm before the earnings storm" @StockMarketNerd on X 2025-07-23 19:02:56 UTC 174K followers, 12.3K engagements
"What stock are you most aggressively buying right now" @StockMarketNerd on X 2024-11-13 14:55:03 UTC 173.9K followers, 289.2K engagements
"1. $GOOGL detailed earnings review X. $TSLA detailed earnings review X. $CMG brief earnings snapshot" @StockMarketNerd on X 2025-07-24 03:35:57 UTC 174K followers, 31.1K engagements
"I'll have the full report out alongside a $TSLA review this evening. That article will also include financial data sections for $CMG & $NOW. Full reviews for both names coming this week" @StockMarketNerd on X 2025-07-23 20:26:21 UTC 174K followers, 7372 engagements
"Links to $NFLX & $TSM earnings reviews my updated portfolio/performance & my chat with $PYPL about new $JPM fees are at the top of the article. $GOOGL $TSLA $NOW $CMG & more next week" @StockMarketNerd on X 2025-07-19 15:58:59 UTC 174K followers, 7977 engagements
"@hamsarris6 Sell-sider. Already denied by $PANW" @StockMarketNerd on X 2025-07-21 18:54:24 UTC 173.8K followers, XXX engagements
"Just want to make it clear. This isnt about $OSCR. I dont invest in healthcare or health insurance and know very little about the space/this company. Maybe this is a great investment. I dont know. Not my wheelhouse. Im criticizing the way this message was delivered" @StockMarketNerd on X 2025-07-18 15:29:22 UTC 174K followers, 19.9K engagements
"@TX_Outsider_ Theyre refuting the rumors. $S + Wiz + $GOOGL would be super compelling agreed" @StockMarketNerd on X 2025-07-21 18:53:44 UTC 173.8K followers, XXX engagements
"Despite all of the Grok hype $GOOGL still with the commanding LLM lead on betting markets:" @StockMarketNerd on X 2025-07-16 18:26:53 UTC 173.9K followers, 24.1K engagements
"@Zeff_Pena Yep What Im getting at in the chart with hefty and lumpy quarterly capex" @StockMarketNerd on X 2025-07-23 20:57:21 UTC 174K followers, XXX engagements
"$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 173.9K followers, 35.2K engagements
"1. $AMZN Prime Day X. $GOOGL AI X. Big Bank & $AXP earnings X. $UBER AV X. $MELI X. $META models & control X. $DKNG prediction markets X. $SOFI student loans X. Analyst updates & macro" @StockMarketNerd on X 2025-07-19 15:54:01 UTC 174K followers, 11.5K engagements
"Ackman sold $NFLX 400%+ ago in 2022. He is an elite investor. If you ever get angry at yourself for making a mistake think of this. We all mess up. And for him. this will be an irrelevant blip on the radar amid a legendary career. Perfection is impossible. & that's ok" @StockMarketNerd on X 2025-01-21 22:58:15 UTC 173.9K followers, 87.4K engagements
"Nothing says greed & overly excited markets quite like dying companies enjoying parabolic squeezes left & right" @StockMarketNerd on X 2025-07-23 16:30:50 UTC 174K followers, 18K engagements
"@nebhol89 @RevnoProduction Naver & $CPNG are pretty comparable at this point but Kakao is still modestly larger" @StockMarketNerd on X 2025-07-22 19:59:57 UTC 173.9K followers, XX 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 173.9K followers, 18.4K 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 173.9K followers, 38.4K engagements
"We just signed a trade deal with the economic powerhouse of the Philippines and youre bearish" @StockMarketNerd on X 2025-07-22 17:38:15 UTC 174K followers, 11.5K engagements
"If a holding you love trading at a fair price delivers great earnings and its stock falls Dont get angry. Say thank you" @StockMarketNerd on X 2025-07-23 20:34:46 UTC 174K followers, 19K engagements
"Hearing rumors that $HOOD CEO Vlad Tenev called the S&P XXX selection committee fat" @StockMarketNerd on X 2025-07-18 21:30:29 UTC 174K followers, 86.2K 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 173.9K followers, 52.7K engagements
"If a X% swing for a high beta name has us feeling nervous Best options: X. Do a lot more research to more effectively evaluate investment case & risks. Thats the only way we can evaluate if volatility is to be taken advantage of. If the firm is healthy exhale & zoom out. X. Seek out less volatile names. X. Buy an index fund instead. Volatility is inevitable. How we prepare for it & react to it will separate us from the pack" @StockMarketNerd on X 2025-07-22 14:12:37 UTC 174K followers, 11.5K engagements
"If you dont understand a business its investment case & risks You are inviting yourself to act impulsively & anxiously amid sharp volatility. You have no way of knowing if a large correction is something to take advantage of or avoid" @StockMarketNerd on X 2025-07-18 14:01:59 UTC 173.9K followers, 17.2K engagements
"I'd personally prefer if the Director of FHFA didn't use his position to irresponsibly call for the ousting of the (supposedly independent) Fed Chair. Maybe I'm being too picky. 😂" @StockMarketNerd on X 2025-07-22 19:56:27 UTC 174K followers, 12.3K engagements
"Seeing unconfirmed rumors about $PANW potentially buying $S. Makes a ton of sense. Great tech. Fantastic 3rd party & customer ratings. Mixed execution & go-to-market. Palo Alto can certainly help a ton with that" @StockMarketNerd on X 2025-07-21 18:14:04 UTC 174K followers, 21.9K engagements
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