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[@StockMarketNerd](/creator/twitter/StockMarketNerd)
"$NU applied for a U.S. Bank Charter. 👀 Theyve spoken a ton about wanting to cater to underserved Latin Americans in the USA. Might be a near future priority. 👍"  
[X Link](https://x.com/StockMarketNerd/status/1973085136238367140) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-09-30T17:58Z 182.2K followers, 18.5K engagements


"Would be good news for $MELI. Need to get the currency swap agreement finalized too"  
[X Link](https://x.com/StockMarketNerd/status/1975212867004842263) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-06T14:53Z 182.2K followers, 21K engagements


"$PYPL moving. 👀🙂 Maybe people starting to pay attention to stabilizing branded checkout growth. Or maybe theyre crediting sharply accelerating Venmo growth. Or maybe its that were now through the large growth overhang from Braintree price hikes with better-than-expected churn. Or maybe its the expanding Google Perplexity & OpenAI partnerships. Or maybe its the blossoming ads business the ramping Fastlane distribution & the building value-added service momentum. Or maybe people are finally starting to believe the team when they reiterate accelerating growth & multi-year targets well ahead of"  
[X Link](https://x.com/StockMarketNerd/status/1975965189884268764) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-08T16:43Z 182.2K followers, 32K engagements


"Needham on $DUOL following their fall survey: We came away from the Fall survey incrementally bullish on Duolingos ARPU expansion opportunity and less concerned about cannibalization from GenAI enhanced translation tools"  
[X Link](https://x.com/StockMarketNerd/status/1976643098488033416) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-10T13:36Z 182.3K followers, 34.7K engagements


"Man this feels just like 2008. XXX% kidding"  
[X Link](https://x.com/StockMarketNerd/status/1976673202572271919) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-10T15:36Z 182.3K followers, 20.8K engagements


"Loud company boycotts that seem pervasive on X or other platforms routinely end up being irrelevant noise. This app is an opinion bubble. Good to keep in mind for $HOOD bulls this weekend. Not saying that will be the case here. Just saying its often the case"  
[X Link](https://x.com/StockMarketNerd/status/1977450226798538914) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-12T19:04Z 182.2K followers, 21.2K engagements


"You know sentiment is bad when not even an OpenAI partnership can get $CRM going"  
[X Link](https://x.com/StockMarketNerd/status/1978107521119162506) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-14T14:35Z 182.3K followers, 18.8K engagements


"Im sure OpenAIs entry into X rated content will be fantastic for reversing troubling population growth trends"  
[X Link](https://x.com/StockMarketNerd/status/1978180169006272850) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-14T19:24Z 182.3K followers, 30.8K engagements


"Something is telling me I'm not the only one. 😜"  
[X Link](https://x.com/StockMarketNerd/status/1978894861580325106) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-16T18:44Z 182.3K followers, 8300 engagements


"@Investor_NICK_ All of this sentiment is eerily similar to Google this past spring Maybe Im wrong but I dont think I am"  
[X Link](https://x.com/StockMarketNerd/status/1979285063037587647) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-17T20:35Z 182.3K followers, 1204 engagements


"@Investor_NICK_ Bezos will just send his yacht to save everyone Kidding but only sort of"  
[X Link](https://x.com/StockMarketNerd/status/1979299688718151940) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-17T21:33Z 182.3K followers, XXX engagements


"If we cant handle a little bit of mild volatility in high beta names If its driving us crazy Time to do more homework on the names we own take less risk or just buy an index fund"  
[X Link](https://x.com/StockMarketNerd/status/1958164274905510362) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-08-20T13:48Z 182.3K followers, 13.6K engagements


"Mexican Financial Service Marketshare chart $NU $MELI: Great share @MatiasManuel71 Thank you"  
[X Link](https://x.com/StockMarketNerd/status/1975295275439886709) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-06T20:21Z 182.3K followers, 26.6K engagements


"What % of your portfolio is currently held in cash & equivalents"  
[X Link](https://x.com/StockMarketNerd/status/1976335867804328240) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-09T17:16Z 182.3K followers, 76.3K engagements


"@MagnusSigurdss $15B buyback announcement was in addition to about $5B left on the existing program from 2022"  
[X Link](https://x.com/StockMarketNerd/status/1976368703575925125) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-09T19:26Z 182.3K followers, 2796 engagements


"@ecommerceshares Like Taco Bell working through a digestive system fast"  
[X Link](https://x.com/StockMarketNerd/status/1977428027190530199) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-12T17:35Z 182.3K followers, 3313 engagements


"Hey @grok what are you X most common answers in the comments section"  
[X Link](https://x.com/StockMarketNerd/status/1977825935614460139) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-13T19:57Z 182.3K followers, 13.3K engagements


"Hard to see prediction markets "killing" BetMGM in their latest release. Raised annual revenue target by 2%. Raised annual EBITDA target by 33%. Based on strong underlying trends. If they can hang in there this well. stronger players like $FLUT & $DKNG should too"  
[X Link](https://x.com/StockMarketNerd/status/1978097090854084980) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-14T13:54Z 182.3K followers, 13.6K engagements


"Pre-revenue companies dumping more stock on retail at $10B+ valuations:"  
[X Link](https://x.com/StockMarketNerd/status/1978163604131082390) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-14T18:18Z 182.3K followers, 17.9K engagements


"@StockMKTNewz @amitisinvesting Why is Amit tagged 😂"  
[X Link](https://x.com/StockMarketNerd/status/1978300677978743242) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-15T03:23Z 182.3K followers, 3230 engagements


"@Investor_DFS I agree"  
[X Link](https://x.com/StockMarketNerd/status/1979283563452240021) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-17T20:29Z 182.3K followers, XX engagements


"All $AMZN the stock needed to do to stop falling every day was let AWS fail for a few hours. Duh"  
[X Link](https://x.com/StockMarketNerd/status/1980282360324108536) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T14:38Z 182.3K followers, 6463 engagements


"@GabGrowth Have been so impressed with $SE since they fixed the cost structure & continued delivering fantastic top line growth"  
[X Link](https://x.com/StockMarketNerd/status/1976300877691449763) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-09T14:57Z 182.3K followers, 1239 engagements


"Fun fact: $PYPL's current buyback program is worth nearly XX% of the total market cap & it plans to repurchase nearly XX% of its total shares this year"  
[X Link](https://x.com/StockMarketNerd/status/1976355924458733583) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-09T18:35Z 182.3K followers, 80.6K engagements


"U.S. purchasing Argentine Pesos & finalizing the $20B currency swap agreement. Great news for global confidence in that currency & economy. Great news for $MELI"  
[X Link](https://x.com/StockMarketNerd/status/1976369919995544048) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-09T19:31Z 182.3K followers, 29.5K engagements


"God bless Mr. Market for punishing $MELI. Appreciate you punishing a generational compounder with a massive runway & an elite team due to temporary exogenous headwinds that had nothing to do with the company & every reason to be quickly resolved"  
[X Link](https://x.com/StockMarketNerd/status/1976389455490805857) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-09T20:49Z 182.3K followers, 34.3K engagements


"This is fair and I agree. Longer lasting macro weakness there would hurt the company if that happened. More so meant the headwinds werent created because of $MELI or its actions. Should have worded it that way"  
[X Link](https://x.com/StockMarketNerd/status/1976424483146834026) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-09T23:08Z 182.3K followers, 16K engagements


"Truly hilarious $AMZN price action today"  
[X Link](https://x.com/StockMarketNerd/status/1980324744630300774) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T17:26Z 182.3K followers, 2363 engagements


"What's your favorite sub $XX billion stock"  
[X Link](https://x.com/StockMarketNerd/status/1773359812354404833) [@StockMarketNerd](/creator/x/StockMarketNerd) 2024-03-28T14:41Z 182.4K followers, 278.1K engagements


"Whats currently your largest stock holding"  
[X Link](https://x.com/StockMarketNerd/status/1945499655443234864) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-07-16T15:03Z 182.4K followers, 75.5K engagements


"Some thoughts on $SOFI Invest's ramping focus & potential:"  
[X Link](https://x.com/StockMarketNerd/status/1975976366626816460) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-08T17:27Z 182.4K followers, 29.4K engagements


"The meeting being canceled is so X minutes ago. Try to keep up"  
[X Link](https://x.com/StockMarketNerd/status/1976778331308888064) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-10T22:34Z 182.4K followers, 18.2K engagements


"Whats you highest conviction holding right now"  
[X Link](https://x.com/StockMarketNerd/status/1977732898183651730) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-13T13:47Z 182.4K followers, 169.8K engagements


"Me right now:"  
[X Link](https://x.com/StockMarketNerd/status/1978099266565402794) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-14T14:03Z 182.4K followers, 270.3K engagements


"$JPM Quarterly Earnings Trends:"  
[X Link](https://x.com/StockMarketNerd/status/1978116247846895754) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-14T15:10Z 182.4K followers, 10.2K engagements


"Sophisticatedly speaking to $GOOGL means to set new all time highs. Maybe it's the best-in-class models or unmatched full-stack AI interoperability that leads to those best-in-class models. Maybe it's the excitement over how that will power Gemini Enterprise monetization. Maybe it's the thriving cloud business (hopefully with a Wiz addition next year). Maybe it's the dominating streaming business that keeps taking more market share. Maybe it's the leading autonomous driving business. Maybe. 🙂🤷♂"  
[X Link](https://x.com/StockMarketNerd/status/1978839821633167451) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-16T15:05Z 182.4K followers, 18.2K engagements


"This robot is still my favorite"  
[X Link](https://x.com/StockMarketNerd/status/1978873386806755506) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-16T17:19Z 182.4K followers, 18.8K engagements


"The fear & greed index if the S&P falls X% from all time highs:"  
[X Link](https://x.com/StockMarketNerd/status/1978902173405565121) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-16T19:13Z 182.4K followers, 18.9K engagements


"$TSM earnings review just published. Link in bio to read. Have a great night"  
[X Link](https://x.com/StockMarketNerd/status/1978965658697130369) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-16T23:25Z 182.4K followers, 10.2K engagements


"Thoughts on the $LMND Car Integration with $TSLA:"  
[X Link](https://x.com/StockMarketNerd/status/1979225514222014956) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-17T16:38Z 182.4K followers, 34.1K engagements


"Frothy names cooling off while markets chop around feels pretty ideal"  
[X Link](https://x.com/StockMarketNerd/status/1979232022175367361) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-17T17:04Z 182.4K followers, 22.4K engagements


"@CripsG23 Yeah for sure still is in my mind. Them already owning global distribution and having an easier time getting people to try Gemini doesnt make the financial reward from them winning in this area any smaller"  
[X Link](https://x.com/StockMarketNerd/status/1980299838358249656) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T15:47Z 182.4K followers, XXX engagements


"Markets convincingly higher. Quantum & other hyper-speculative darlings not participating at all. What a great day"  
[X Link](https://x.com/StockMarketNerd/status/1980344613702627707) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T18:45Z 182.4K followers, 14.2K engagements


"The more gradual & fundamentally-driven this current bull market rally is. The more sustainable it will be for everyone. We want it driven by the e in p/e actually rising. I dont want quantum investors to lose money. But I do want the vast majority to make money"  
[X Link](https://x.com/StockMarketNerd/status/1980345748672979412) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T18:49Z 182.4K followers, 6753 engagements


"@DeepValueBagger Yeah it would have to deliver 30%+ revenue growth with strong margins operating leverage a beautiful balance sheet & successful new product traction to be considered a quality company"  
[X Link](https://x.com/StockMarketNerd/status/1980376830906696063) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T20:53Z 182.4K followers, XXX engagements


"I think this gives a great sense of year-to-date market sentiment. Essentially we want the lowest quality firms or Mag7 is the theme"  
[X Link](https://x.com/StockMarketNerd/status/1980380732095885334) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T21:08Z 182.4K followers, 9185 engagements


"I realize many feel the $MELI move is related to $AMZN seller promotions in Brazil. But that competitive threat is not new. $AMZN has been in that market & running aggressive promotions for a long time. I do not think the sharp multi-day decline was predominately related to that. I think its related to fluctuating confidence in the USA/Argentina $20B swap line getting done. Especially following a large Argentinian soy bean sale to China that supposedly irked the U.S. administration. That deal not getting done could be very damaging for Argentinas currency & weigh on $MELI nominal growth"  
[X Link](https://x.com/StockMarketNerd/status/1973744524972192117) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-02T13:38Z 182.4K followers, 35K engagements


"Wells Fargo data pointing to $GOOGL Search market share (not including Gemini) rising through July & August after more than a year of declines:"  
[X Link](https://x.com/StockMarketNerd/status/1976650961390285035) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-10T14:08Z 182.4K followers, 836.5K engagements


"(I didnt make the unique chart. Wells Fargo did. I just found the data within it useful)"  
[X Link](https://x.com/StockMarketNerd/status/1976805516606361840) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-11T00:22Z 182.4K followers, 28.5K engagements


"I love Charles Schwab. The UI is so bad that I am less likely to spend more time on that app than I need to. And I am therefore less likely to make impulsive decisions or have too much portfolio churn. You rock Charles Schwab"  
[X Link](https://x.com/StockMarketNerd/status/1978192535211184388) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-14T20:13Z 182.4K followers, 331.6K engagements


"Before $UBER bulls get nervous about Waymo using Moove in London please remember that $UBER owns a 10%+ stake in that company & has X board seats"  
[X Link](https://x.com/StockMarketNerd/status/1978470850434363517) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-15T14:39Z 182.4K followers, 16.5K engagements


"Upbeat Credit Commentary from Big Banks this week: $JPM CFO Jeremy Barnum: "The current facts on the consumer side are that the consumer is resilient spending is strong and delinquency rates are actually coming in below expectations. $BAC CFO Alastair Borthwick: Asset quality remains sound Focusing on total net charge-offs in the near term we would not expect much change in total net charge-offs given the steady consumer delinquency trends &reductions in CRE exposures. In addition to improving consumer losses note the reductions in both reservable criticized and NPL metrics for the commercial"  
[X Link](https://x.com/StockMarketNerd/status/1978490539440775510) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-15T15:57Z 182.4K followers, 14K engagements


"In my opinion: When this mania finally does end a lot of people are going to be tempted to buy the dip on some of these high fliers. I think it will be prudent to be patient. Markets dont return XX% every year. I think it will be wise to focus on proven profitable & structural growers trading at fair valuations. And I think it will be smart to refrain from eagerly scooping up shares in the current moonshot high fliers without real or profitable businesses. Those companies can keep soaring for who knows how long. But when the music stops Its not going to be 15-20% downside. Its going to be a"  
[X Link](https://x.com/StockMarketNerd/status/1978531792417100271) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-15T18:41Z 182.4K followers, 92.5K engagements


"Snapshot of a pretty $TSM quarter:"  
[X Link](https://x.com/StockMarketNerd/status/1978793966595444770) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-16T12:03Z 182.4K followers, 14.5K engagements


"Am I the only one breathing a sigh of relief that markets arent just ripping higher every single day Its not healthy when the lowest-quality companies are going the most parabolic. I think if youve been managing risk & keeping some fire power available this is very positive. Maybe we can even get a real correction so I can once again begin to meaningfully deploy cash"  
[X Link](https://x.com/StockMarketNerd/status/1978886554329453003) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-16T18:11Z 182.4K followers, 37.5K engagements


"Two things are true about $HIMS: 1) They've masterfully executed & overcome several real risks. That's admirable & should be applauded. 2) Their CEO shouldn't be reacting to posts about short squeezes at all. but especially when they're about to sell more shares"  
[X Link](https://x.com/StockMarketNerd/status/1978932681984364715) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-16T21:14Z 182.4K followers, 44K engagements


"A lot of people in the future probably: Hey Andy sorry for doubting you & $AMZN despite the cloud backlog swelling mountains of Anthropic capacity coming online ads proliferating Kuiper maturing & the marketplace continuing to dominate"  
[X Link](https://x.com/StockMarketNerd/status/1979261101469532424) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-17T18:59Z 182.4K followers, 36.1K engagements


"This is the advice that bothers me the the most during bull market mania. "Hey if you're a brave long-term investor you'll buy this list of hyper-speculative names as soon as they start to pull back just a little bit. If you're scared you're not an investor bro. Just keep buying." All of these firms are sky-high beta assets. Most are extremely expensive. Some have no revenue or valuation support of any kind. Some are riding historically aggressive cyclical tailwinds. Most are up a ton in a short amount of time. Just bothers me"  
[X Link](https://x.com/StockMarketNerd/status/1979291784317481245) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-17T21:01Z 182.4K followers, 44K engagements


"@the_jones_gang They at least seem to having a growing business. Maybe profitability for full year in 2026 too. Just so tied to this cycle. But commentary lately on cycle longevity has been pretty upbeat"  
[X Link](https://x.com/StockMarketNerd/status/1979342998136897883) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-18T00:25Z 182.4K followers, XXX engagements


"News of the Week is published. Article also includes my detailed $TSM review & current portfolio/performance. Link in bio to read. Happy weekend"  
[X Link](https://x.com/StockMarketNerd/status/1979560525743956287) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-18T14:49Z 182.4K followers, 10.8K engagements


"Long Miami short NYC pair trade should probably work well from here"  
[X Link](https://x.com/StockMarketNerd/status/1979941695828414822) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-19T16:04Z 182.4K followers, 15K engagements


"The news on China Tariffs people are citing from the Wall Street Journal is from Friday. Its based on added exemptions over the last several weeks & an expansion of a relief program for automakers that was already in place. Some small developments but some accounts are posting about this like its from today & the tariffs are going away. Thats not the case. All that happened today was the President saying he thinks China wants a deal"  
[X Link](https://x.com/StockMarketNerd/status/1979966397393367516) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-19T17:42Z 182.4K followers, 18.2K engagements


"Investors this morning unable to open their $HOOD apps to check prices:"  
[X Link](https://x.com/StockMarketNerd/status/1980284815229297029) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T14:47Z 182.4K followers, 11.1K engagements


"This chart would look far more impressive than it already does for $GOOGL if it also included AI Overviews. 2x market share in a year for specifically Gemini. 👑"  
[X Link](https://x.com/StockMarketNerd/status/1980298237480497458) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T15:41Z 182.4K followers, 14.8K engagements


"$AMZN next up in the X step program Step 1: Wait for $META $MSFT $AMZN or $GOOGL to fall deeply out of favor. Step 2: Grin as people say this time is different & the firm is dead. Step 3: Accumulate shares. Step 4: Wait for sentiment to match reality. Rinse & repeat"  
[X Link](https://x.com/StockMarketNerd/status/1980330006317527064) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T17:47Z 182.4K followers, 17.6K engagements


"Point awarded to the its 2021 again crowd"  
[X Link](https://x.com/StockMarketNerd/status/1980336321509126291) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T18:12Z 182.4K followers, 43.1K engagements


"We're at the stage of market cycles where $OPEN investors are lecturing $BYND investors about risk management & being responsible. Next up the pre-revenue nuclear investors will start to lecture quantum bulls on the same things"  
[X Link](https://x.com/StockMarketNerd/status/1980402424365093270) [@StockMarketNerd](/creator/x/StockMarketNerd) 2025-10-20T22:35Z 182.4K followers, 9124 engagements