[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) "Putting in a formal request for all $META shareholders to get Ray-Ban discounts going forward. Whos with me"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1942668015775908112) 2025-07-08 19:32:02 UTC 173.6K followers, 24.8K engagements "& there you go $PANW says theyre not interested"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947368264063193302) 2025-07-21 18:49:09 UTC 173.7K followers, 6377 engagements "$MELI credit rating upgraded to BBB- by S&P Global. Officially investment grade with a stable outlook. 👍"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943773126816674104) 2025-07-11 20:43:21 UTC 173.4K followers, 14.6K 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 173.7K followers, 124.4K 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 173.7K followers, 12.9K engagements "Whats your largest stock holding right now"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1842990618685108471) 2024-10-06 18:09:39 UTC 173.5K followers, 325.1K engagements "What stock have you been buying most aggressively over the last month"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1904533031710347484) 2025-03-25 13:57:13 UTC 173.6K followers, 207.8K engagements "What's your largest stock holding right now"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1771561754033553896) 2024-03-23 15:36:50 UTC 173K followers, 339.3K 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 173.6K followers, 1604 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 173.7K followers, 7658 engagements "Dear Administration Please dont attempt to remove Powell. Sincerely Everyone"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945534314407485668) 2025-07-16 17:21:41 UTC 173.7K followers, 17.9K engagements "Youre more than smart enough to pick stocks. Im certain. Paraphrasing Peter Lynch: IQ will not separate you from the pack. Hard work discipline & patience will"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945236113284616363) 2025-07-15 21:36:44 UTC 173.2K followers, 24.9K engagements "@hamsarris6 Sell-sider. Already denied by $PANW"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1947369584849191009) 2025-07-21 18:54:24 UTC 173.7K followers, XXX engagements "$JPM CFO Jeremy Barnum Today on the U.S. Consumer: We look at consumer health very closely. It obviously matters a lot for us as a company. But we continue to struggle to see signs of weakness." CFO of the largest bank in the USA telling you the consumer is fine"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945164835273994399) 2025-07-15 16:53:30 UTC 173.2K followers, 30.8K engagements "$NVDA & $AMD shareholders are probably grinning"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944794837720379837) 2025-07-14 16:23:16 UTC 173.2K followers, 44.9K 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 173.7K followers, 19.7K 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 173.7K followers, XXX 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 173.7K followers, 10.2K engagements "Despite all of the Grok hype $GOOGL still with the commanding LLM lead on betting markets:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945550723350925586) 2025-07-16 18:26:53 UTC 173.7K followers, 24.1K 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 173.7K followers, 14.7K engagements "@WholeMarsBlog They scaled from 10k trips per week in 2023 to 250K right now. So 25x from just a subsection of the timeline in your chart where crashes rose by nearly 4x. That is effective scaling"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946251662374395954) 2025-07-18 16:52:10 UTC 173.4K followers, 7689 engagements "My Detailed $NFLX & $TSM Earnings Reviews:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946014178843431025) 2025-07-18 01:08:30 UTC 173.7K followers, 15.1K engagements "$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 173.5K followers, 35.1K 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 173.7K followers, 11.2K 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 173.7K followers, 27.1K engagements "Ackman sold $NFLX 400%+ ago in 2022. He is an elite investor. If you ever get angry at yourself for making a mistake think of this. We all mess up. And for him. this will be an irrelevant blip on the radar amid a legendary career. Perfection is impossible. & that's ok"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1881838748352319525) 2025-01-21 22:58:15 UTC 173.2K followers, 87.4K engagements "$TTD joining the S&P XXX. What a good choice. 🙂👍"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1944870309087338659) 2025-07-14 21:23:10 UTC 173.6K followers, 35.4K 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 173.2K followers, 18.3K 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 173.7K followers, 38.3K 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 173.7K followers, 10.3K 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 173.7K followers, 39.6K 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 173.7K followers, 85.8K engagements "Visualizing $SOFI margin trends. The word that comes to mind is pretty. Especially when they coincide with consistent 20%+ revenue growth"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1938595827364049157) 2025-06-27 13:50:37 UTC 173.7K followers, 26.3K engagements "$SOFI at $7: Shady accounting. Just another lender. Loss rates will soar. Financial services incinerates money. The tech platform is a joke. Bulls are so naive. Nothing special here. $SOFI pushing $22: Fair value accounting more transparently incurs losses. Overly conservative macro assumptions baked into fair value markings. Gain on sale margins uniformly above markings. Responsible hedging program. Uniquely diverse funding base. Capital market funding resilience built through effective cross-cycle underwriting & a focus on ultra-prime borrowers. Effective shift to fee-based revenue"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943689683143193060) 2025-07-11 15:11:47 UTC 173.7K followers, 26.6K 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 173.7K followers, 52.6K 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 "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 "Whats currently your largest stock holding"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945499655443234864) 2025-07-16 15:03:58 UTC 173.7K followers, 74.3K 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 173.7K followers, 28.7K 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 173.7K followers, 17.1K engagements "Snapshot of another Strong $NFLX Quarter:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945941761139871830) 2025-07-17 20:20:44 UTC 173.7K followers, 41.9K engagements "Annual earnings season discounts are back This week's coverage: - big banks - $AXP - $NFLX - $TSM XX more reviews on Mag7 $PLTR $SOFI etc. coming this season. To get that my real-time portfolio/performance & consistently detailed news see below:"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1945489574450335901) 2025-07-16 14:23:54 UTC 173.7K followers, 26K engagements "@contextinvestor Note how the transaction is under derivative securities beneficially owned. Not non-derivative securities acquired. These arent open market purchases"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1946399622659801359) 2025-07-19 02:40:07 UTC 173.5K followers, XXX engagements "$MELI does essentially zero importing into the U.S. Mercado Libres U.S. facility is meant to connect U.S. sellers to Mexican buyers. Not the other way around. Outside of the potential indirect impact this could have on their consumers if this XX% Brazil tariff actually sticks theyre not vulnerable"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1943049905301524784) 2025-07-09 20:49:32 UTC 173.5K followers, 29.3K engagements "Happy 3+ year $SOFI highs to those who celebrate. 🙂👍 Stocks always follow fundamental progress. That following is never linear. The timing is never certain. But stocks always follow fundamental progress"  [@StockMarketNerd](/creator/x/StockMarketNerd) on [X](/post/tweet/1942223783940477052) 2025-07-07 14:06:49 UTC 173.7K followers, 35K 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 173.7K followers, 17.9K 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
"Putting in a formal request for all $META shareholders to get Ray-Ban discounts going forward. Whos with me" @StockMarketNerd on X 2025-07-08 19:32:02 UTC 173.6K followers, 24.8K engagements
"& there you go $PANW says theyre not interested" @StockMarketNerd on X 2025-07-21 18:49:09 UTC 173.7K followers, 6377 engagements
"$MELI credit rating upgraded to BBB- by S&P Global. Officially investment grade with a stable outlook. 👍" @StockMarketNerd on X 2025-07-11 20:43:21 UTC 173.4K followers, 14.6K 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 173.7K followers, 124.4K 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 173.7K followers, 12.9K engagements
"Whats your largest stock holding right now" @StockMarketNerd on X 2024-10-06 18:09:39 UTC 173.5K followers, 325.1K engagements
"What stock have you been buying most aggressively over the last month" @StockMarketNerd on X 2025-03-25 13:57:13 UTC 173.6K followers, 207.8K engagements
"What's your largest stock holding right now" @StockMarketNerd on X 2024-03-23 15:36:50 UTC 173K followers, 339.3K 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 173.6K followers, 1604 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 173.7K followers, 7658 engagements
"Dear Administration Please dont attempt to remove Powell. Sincerely Everyone" @StockMarketNerd on X 2025-07-16 17:21:41 UTC 173.7K followers, 17.9K engagements
"Youre more than smart enough to pick stocks. Im certain. Paraphrasing Peter Lynch: IQ will not separate you from the pack. Hard work discipline & patience will" @StockMarketNerd on X 2025-07-15 21:36:44 UTC 173.2K followers, 24.9K engagements
"@hamsarris6 Sell-sider. Already denied by $PANW" @StockMarketNerd on X 2025-07-21 18:54:24 UTC 173.7K followers, XXX engagements
"$JPM CFO Jeremy Barnum Today on the U.S. Consumer: We look at consumer health very closely. It obviously matters a lot for us as a company. But we continue to struggle to see signs of weakness." CFO of the largest bank in the USA telling you the consumer is fine" @StockMarketNerd on X 2025-07-15 16:53:30 UTC 173.2K followers, 30.8K engagements
"$NVDA & $AMD shareholders are probably grinning" @StockMarketNerd on X 2025-07-14 16:23:16 UTC 173.2K followers, 44.9K 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 173.7K followers, 19.7K 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 173.7K followers, XXX 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 173.7K followers, 10.2K engagements
"Despite all of the Grok hype $GOOGL still with the commanding LLM lead on betting markets:" @StockMarketNerd on X 2025-07-16 18:26:53 UTC 173.7K followers, 24.1K 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 173.7K followers, 14.7K engagements
"@WholeMarsBlog They scaled from 10k trips per week in 2023 to 250K right now. So 25x from just a subsection of the timeline in your chart where crashes rose by nearly 4x. That is effective scaling" @StockMarketNerd on X 2025-07-18 16:52:10 UTC 173.4K followers, 7689 engagements
"My Detailed $NFLX & $TSM Earnings Reviews:" @StockMarketNerd on X 2025-07-18 01:08:30 UTC 173.7K followers, 15.1K engagements
"$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 173.5K followers, 35.1K 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 173.7K followers, 11.2K 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 173.7K followers, 27.1K engagements
"Ackman sold $NFLX 400%+ ago in 2022. He is an elite investor. If you ever get angry at yourself for making a mistake think of this. We all mess up. And for him. this will be an irrelevant blip on the radar amid a legendary career. Perfection is impossible. & that's ok" @StockMarketNerd on X 2025-01-21 22:58:15 UTC 173.2K followers, 87.4K engagements
"$TTD joining the S&P XXX. What a good choice. 🙂👍" @StockMarketNerd on X 2025-07-14 21:23:10 UTC 173.6K followers, 35.4K 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 173.2K followers, 18.3K 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 173.7K followers, 38.3K 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 173.7K followers, 10.3K 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 173.7K followers, 39.6K 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 173.7K followers, 85.8K engagements
"Visualizing $SOFI margin trends. The word that comes to mind is pretty. Especially when they coincide with consistent 20%+ revenue growth" @StockMarketNerd on X 2025-06-27 13:50:37 UTC 173.7K followers, 26.3K engagements
"$SOFI at $7: Shady accounting. Just another lender. Loss rates will soar. Financial services incinerates money. The tech platform is a joke. Bulls are so naive. Nothing special here. $SOFI pushing $22: Fair value accounting more transparently incurs losses. Overly conservative macro assumptions baked into fair value markings. Gain on sale margins uniformly above markings. Responsible hedging program. Uniquely diverse funding base. Capital market funding resilience built through effective cross-cycle underwriting & a focus on ultra-prime borrowers. Effective shift to fee-based revenue" @StockMarketNerd on X 2025-07-11 15:11:47 UTC 173.7K followers, 26.6K 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 173.7K followers, 52.6K 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
"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
"Whats currently your largest stock holding" @StockMarketNerd on X 2025-07-16 15:03:58 UTC 173.7K followers, 74.3K engagements
"Long Coldplay. Short CEOs who cheat on their wives" @StockMarketNerd on X 2025-07-17 17:41:21 UTC 173.7K followers, 28.7K 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 173.7K followers, 17.1K engagements
"Snapshot of another Strong $NFLX Quarter:" @StockMarketNerd on X 2025-07-17 20:20:44 UTC 173.7K followers, 41.9K engagements
"Annual earnings season discounts are back This week's coverage: - big banks - $AXP - $NFLX - $TSM XX more reviews on Mag7 $PLTR $SOFI etc. coming this season. To get that my real-time portfolio/performance & consistently detailed news see below:" @StockMarketNerd on X 2025-07-16 14:23:54 UTC 173.7K followers, 26K engagements
"@contextinvestor Note how the transaction is under derivative securities beneficially owned. Not non-derivative securities acquired. These arent open market purchases" @StockMarketNerd on X 2025-07-19 02:40:07 UTC 173.5K followers, XXX engagements
"$MELI does essentially zero importing into the U.S. Mercado Libres U.S. facility is meant to connect U.S. sellers to Mexican buyers. Not the other way around. Outside of the potential indirect impact this could have on their consumers if this XX% Brazil tariff actually sticks theyre not vulnerable" @StockMarketNerd on X 2025-07-09 20:49:32 UTC 173.5K followers, 29.3K engagements
"Happy 3+ year $SOFI highs to those who celebrate. 🙂👍 Stocks always follow fundamental progress. That following is never linear. The timing is never certain. But stocks always follow fundamental progress" @StockMarketNerd on X 2025-07-07 14:06:49 UTC 173.7K followers, 35K 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 173.7K followers, 17.9K engagements
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