Ging @GingFreeccs00
Let's pick some good stocks. L/S Equity and credit analyst. Joined April 2022-
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$AEO +38% $LULU -14%
Even from here, long solar short wind is a multi year lay up
fake charts are by far the most effective method of modern propaganda, and the only method which can consistently mess with the only high-trust information channels in a hyperfinancialized society (prediction mkts) the fact that there's not that many of them around, and that we…
$SATS $DISH Much better buy a $50 today than at $30 yesterday! Huge news for SATS. Captain Ergen is returning to shore and the crew couldn't be happier!
$SATS $DISH Much better buy a $50 today than at $30 yesterday! Huge news for SATS. Captain Ergen is returning to shore and the crew couldn't be happier!
This AM, we released a new SS report on why we've decided to take a position in Weight Watchers $WW and bet on its turnaround story after exiting bankruptcy. We previously shorted $WW in Jan'24 and we think that at just ~4.6x FY'26 EBITDA, material upside risk exists post-BK.…
Triata Capital (Sean Ho) 13F China focused HF $PDD $VNET $GDS $ACMR $BIDU $BEKE $EDU $IQ $ATAT $HTHT $TCOM $BABA $YMM
Unfortunately, $CBRL is probably a good short given restaurant price headwinds and clearly out of touch management team. There is a bizarre corporate phenomena of making everything that was once unique bland and boring. #crackerbarrell
Unfortunately, $CBRL is probably a good short given restaurant price headwinds and clearly out of touch management team. There is a bizarre corporate phenomena of making everything that was once unique bland and boring. #crackerbarrell
US BANKRUPTCIES SURGE PAST 2020 PANDEMIC LEVELS: BUSINESS INSIDER
In Snowcrash, there’s only four jobs in the US - Music (SPOT) - Movies (NFLX) - Microcode (Software) - High-speed Pizza Delivery (DASH/UBER) So if SciFi is future, We don’t have to worry about software TV Cc: @BucknSF
The entire Solar industry looks like it wants to inflect higher. So hated. But what happens if we enter an "All Energy Wanted" mode? Solar fits the bill. Subsidies gone, sentiment bombed-out. Interesting!
This intro is such great framing for the two nations. I suspect it will be quoted for decades. Engineers and lawyers.
This intro is such great framing for the two nations. I suspect it will be quoted for decades. Engineers and lawyers.
The fastest way to lower average housing prices in American cities is enforcing the law/reducing criminal activity. Huge chunks of high-density housing are trapped in Bad Neighborhoods, no-go zones depressed well below nearby prices. Nobody with options even considers them.
Advice I got: Before investing, do a pre, not post, mortem: “Assuming we lose $ on this stk, why might that be?” Captures lingering doubts that we can overlook after diligence & feel like we should put $ to work, but after you put together the pre-mortems it halts the investment.
Another excellent study by @mjmauboussin and Dan Callahan, who argue that the puzzling increase in corporate cash balances ($2.5 trillion in the US alone) can be explained by the rising intangible economy. Their key insight is that intangible assets have limited value as…
Another excellent study by @mjmauboussin and Dan Callahan, who argue that the puzzling increase in corporate cash balances ($2.5 trillion in the US alone) can be explained by the rising intangible economy. Their key insight is that intangible assets have limited value as… https://t.co/oBW05aXsp3
*BULLISH SHARES INDICATED TO OPEN AT $75/$80 EACH, IPO PRICE $37
Crunchyroll has partnered with Delta Airlines to allow passengers to watch anime during flights on seatback screens Will include 50,000+ episodes & films.
@ContrarianCurse The best value I got in the last year was Panda Express. Huge portion, very tasty for a normal price. The place was packed at lunch. We ordered 2 big boxes for 2 adults and 2 kids and had leftovers. $25 all-in. It's much better than it was 15 years ago. Alas it's not public.
The power of X.
Blue Duck Capital Par... @BlueDuckCap
12K Followers 2K Following L/S Hedge Fund. Blue Duck Capital, LLC is soliciting no action or endorsement based upon tweets, retweets, likes. Do your own due diligence.
MoatsOnly🇺🇸 @Hooter062603
37 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Likau @Likau31712
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MichelleEllen @9Ipp094gqab1Fq
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Inixup @Inixup8185
2 Followers 283 Following
Skylar Mitchell @sSyp1X31C2c7Y3
1 Followers 156 Following Over 30% monthly potential | 2 high-confidence US stock picks. Join free for real-time entries/exits and risk levels. @Westcsrant
ArleneEllen @9zs5H211935v8s
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90. しずくの森 @Arnova6956
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Jodie @jodieloera19
280 Followers 3K Following
🧬🧬 @Srofor1716110
21 Followers 916 Following The question isn’t who’s going to let me; it’s who’s going to stop me.
FreudeSprechen @d0REw19gjU27M
8 Followers 325 Following
Wellenruh @eV8pj8Sci4ma07
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กฤษณพล �... @kvsphldkrathok1
1 Followers 27 Following
CherylWheatley @64Y2az7ViQweP42
1 Followers 209 Following Stay strong. Make them wonder how you’re still smiling.
HandwerkLiebe @2Ic0QB7l65n5b
6 Followers 350 Following
Bill…Brewster @BillBrewsterTRB
91 Followers 3K Following "Gucci shades up on my braids when I escapade. When I'm ridin' Sprewells slidin' like an Escalade." Be curious, not judgmental. But also, be judgmental.
TräumeWerdenWahr @eNkXh87T16f9G
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Theresa @C9Rzd8W0P88V7
34 Followers 1K Following
Cerys @ZWjXkM85HWUQ8nS
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草原の風 @5t478a9BXralK
1 Followers 236 Following
Emelda @Ulalourar27238
13 Followers 875 Following I’m not perfect but stories are always better with a touch of imperfection.
Sonnchen @U4JWt5nB1xuo07
8 Followers 320 Following
Flipawb @Flipawb763392
25 Followers 1K Following
BlumenUndTräume @Sarhor5099627
53 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
SherryTours @r45LIjHpF8z2D
25 Followers 1K Following
Uikaxarc @Uikaxarc92043
7 Followers 175 Following Finding the balance between food and scenery every day in the Lion City 🍜 Enjoying the multicultural mix 🌍❤️ Loving life and sharing every smile 😊✨
Nichtbefolgen @WihPIpv3Nf923P
5 Followers 341 Following
Kristina @Ootwoulir01475
11 Followers 898 Following Elegance is the only beauty that never fades. — Audrey Hepburn
MyraJean @sGC950e78BZ1K9w
13 Followers 405 Following
Alvah Gorczany @alvah24276
2 Followers 448 Following
Hildegarde @gAZ2U02UXS14t
12 Followers 894 Following
RateCutTrader🇺🇸 @Reapui28836
31 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Emeeifir @Emeeifir073480
32 Followers 2K Following
ShareholderYield🇺�... @Irquaiqer73275
42 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Davey @TheRealDarvey2
82 Followers 2K Following A bear of very little brain. Trying to maximise tax losses. Avoid folly. Tweets are not recommendations. 🇦🇺
Oohuxool @Oohuxool208
33 Followers 2K Following
Carter Brooks @DaveeduMandru
104 Followers 488 Following Algorithmic day trader. Focus on mean reversion & breakouts.
hunterpedia @CosmoBrown56942
0 Followers 7 Following I DONT WANT THIS USERNAME, I’m done with my brownie phase 💧-_-⭐️
MergerArbPro🇺🇸 @Uquuxie2425576
33 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
802541 @Alcoupone158995
1 Followers 104 Following not a bot, bots have better memory. what if you’re right and they’re wrong?
MACD_Trading🇺🇸 @Eawuipar31532
38 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Irvwawiego @Irvwawiego1342
77 Followers 1K Following
IPO_FirstDay🇺🇸 @Vrormic544257
38 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
ShortIdeasLab🇺🇸 @Isrirorqem2389
48 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Ercrietea @Ercrietea49057
82 Followers 3K Following
TickerTrends 🔬 @tickerplus
4K Followers 319 Following Turning consumer behavior into alpha Hedge Fund Inquiry: [email protected] Research: https://t.co/qudKFZjHku Chat: https://t.co/ZKeJKn4QwW
H.E. Justin Sun 👨�... @justinsuntron
3.8M Followers 3K Following 👨💻 Entrepreneur | 🤵♂️ Diplomat | 👨🚀 Astronaut #712 | 🍌 Art Collector | Founder @trondao | Advisor @BitTorrent & @htx_global | Chinese @sunyuchentron
Gregory Blotnick @gregoryblotnick
4K Followers 73 Following c'est la guerre. prev @citadel @schonfeld @columbia_biz /// "Man cannot remake himself without suffering, for he is both the marble and the sculptor."
Base Power @basepowerco
4K Followers 29 Following Base is building the foundation of American power.
Varun Sivaram @vsiv
13K Followers 2K Following CEO and Founder, @EmeraldAI_; Senior Fellow @CFR_org // Prev: Chief Strategy & Innovation Officer @Orsted, US diplomat, CTO @ReNew_Power // Posts mine
Stratechery @stratechery
152K Followers 3 Following Articles and Updates from https://t.co/A7bGqyJ7db. For the author, follow @benthompson.
Casey Handmer @CJHandmer
54K Followers 4K Following Physicist, Immigrant, Pilot, Dad. Former Caltech, Hyperloop, NASA JPL. Founder @terraformindies. Read scrolls. Build more solar!
Bill Brewster @BillBrewsterTBB
51K Followers 2K Following “You get the bag and fumble it. I get the bag and flip it and tumble it.” Be curious, not judgmental. But also, be judgmental.
DoctorDueDiligence @DueDoctor
8K Followers 247 Following Come for the memes, stay to learn and Investment Takes. 100+ Free articles, never charged one cent. NFA. Commentary
Adam May @A_May_MD
16K Followers 97 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
Seedy19 @seedy19tron
7K Followers 1K Following Biotech • L/S investing • Tweets are not investment advice
COATUE @coatuemgmt
7K Followers 59 Following Coatue is a technology investment platform powering innovation across all stages. https://t.co/3wGjwI58jt
Andrew Freedman, CFA ... @HedgeyeComm
27K Followers 3K Following Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco) For research, click the website link below!
Tim McDonald 🇺🇸... @trmcdonald
3K Followers 2K Following Comments on markets, economics, politics & technology. Father x 5. Christian. Seeker of the Truth. Comments reflect personal views.
Caryn Seidman-Becker @CLEARcaryn
2K Followers 35 Following @CLEAR CEO. Proud mom of 3 and wife. #Indefatigable
Patrick Winn @pwinn5
12K Followers 660 Following Books, Radio, Docs • Asia correspondent for The World, airing on NPR stations • Author of NARCOTOPIA • https://t.co/8vtM5Ai8zE
Dan Morehead @dan_pantera
162K Followers 221 Following Founder, Managing Partner @PanteraCapital – the first investment firm in the U.S. to launch digital currency, early-stage token, and blockchain venture funds.
Century Egg Credit @yummyCenturyEgg
2K Followers 464 Following Smells like shit, but tastes like rotten eggs...if you like that type of stuff https://t.co/uVm8nlfBWm
Root Logic @rootlogicblog
176 Followers 130 Following GLP-1, AI and Autonomous Vehicles - Company valuations, market trends and musings on investing. All of my analysis is free.
LK Preserve @LKPreserve
585 Followers 260 Following
Buyside Hub @Buyside_Hub
5K Followers 43 Following Wall Street Comp & Culture Demystified. Sign up for free today:
Evan Tindell @evantindell
11K Followers 1K Following Bireme Capital CIO / MIT '06 / I used to play poker https://t.co/nkVEbj4lri https://t.co/scqco3aC0h
Mario Schlosser @mariots
7K Followers 498 Following Co-founder & President of Technology @OscarHealth; former Bridgewater, McKinsey, Eigentrust, Vostu, Stanford CS visiting scholar, U Hannover.
🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 513 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
Dan Taylor @ProfAnalytics
3K Followers 210 Following Professor @Wharton; Forensic Analytics; expertise in financial data analysis, SEC filings, accounting fraud, and insider trading.
Patrick McGee @PatrickMcGee_
26K Followers 5K Following Author of Apple in China — named among the best books of 2025 by The New York Times, The Economist, & New Scientist. https://t.co/oRf85hTwOq 🇨🇦
Hebbia @HebbiaAI
12K Followers 262 Following The AI platform for finance. Add the power of generative AI to your firm. Book a demo 👉
Casey Means, MD @CaseyMeansMD
231K Followers 262 Following #1 NYT Bestselling Author of Good Energy - The Surprising Connection between Metabolism and Limitless Health. Committed to awe.
Sigma Zero Capital @sigmazerocap
2K Followers 386 Following Public Equities Investor + Thematic Trader. OCD for seeking truth and recognizing deep realities.
Clifford Sosin @CliffordSosin
14K Followers 512 Following
Ryan Petersen @typesfast
251K Followers 2K Following Founder and CEO of Flexport: We’re making global logistics as simple and reliable as flipping a light switch.
Frank @frankzerabbit
40 Followers 113 Following short-only equity analyst. previous forensic acctg consultant to numerous top L/S funds. no positions. not investment advice.
Mukund Mohan @mukund
58K Followers 145 Following I help long term investors achieve better returns on their stock investment research and education. Subscribe to my daily newsletter at https://t.co/9CsbGgAktB
Nate Anderson @NateHindenburg
74K Followers 1K Following Personal account. Check @hindenburgres for the research, come here for the color commentary. All opinions, all opinions my own.
Blue Duck Capital Par... @BlueDuckCap
12K Followers 2K Following L/S Hedge Fund. Blue Duck Capital, LLC is soliciting no action or endorsement based upon tweets, retweets, likes. Do your own due diligence.
The Greek Analyst @GreekAnalyst
89K Followers 6K Following Updates and commentary on startups, economics, geopolitics, political risk, global markets and tech. Focus on Greece & Europe.
Elbridge Colby @ElbridgeColby
111K Followers 4K Following Former Pentagon, 2018 National Defense Strategy, inter alia. Author of Strategy of Denial: American Defense in an Age of Great Power Conflict. Views my own.
Santiago Capital @SantiagoAuFund
314K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you… NOT TRADING ADVICE https://t.co/l29nWovEkm
Luke Gromen @LukeGromen
347K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Marko Papic @Geo_papic
58K Followers 130 Following BCA Research. Geomacro strategist. Author of Geopolitical Alpha. Podcast host of "Geopolitical Cousins." Views on Twitter are my own.Trends for United States
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