Wall Street Beats @StreetBeatsPros
Real-Time Stock & Market Intelligence | Unparalleled access to seasoned investment pros. Watch and learn from the best. Unscripted. Unfiltered. Unmissable. wallstreetbeats.com Joined January 2024-
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Beats Roundtable | April 29, 2024 (Segment Recap) David @davidmaris talking about fading the $LLY and $NVO beats. #healthcare "Unless they put up an incredibly big number, they are going to continue to fade."
👏👏👏 @JeffMacke. Never wavering on this and as discussed this past week on the Beats Roundtable.
👏👏👏 @JeffMacke. Never wavering on this and as discussed this past week on the Beats Roundtable.
David @davidmaris sharing his thoughts on $LLY over on the #WallStreetBeats subscriber chat .
With a little $PLBY tossed in at the end. Who knew it's a $1 stock! I'm old enough to remember in the SPAC boom when everybody thought it was the one to own!
With a little $PLBY tossed in at the end. Who knew it's a $1 stock! I'm old enough to remember in the SPAC boom when everybody thought it was the one to own!
In today's Roundtable @herbgreenberg and our @StreetBeatsPros talk: @JeffMacke - $ATZAF - Let's go to the mall for some "everyday (woman's) luxury". @NadineTerman - EON ENEL SSE Orsted - European utilities play with expected #AI energy demand. @PaulMeeksTech - $MU - watching…
FYI...this looks to be a great event, speaker lineup and cause. Runs all day. Worth checking out. 👏 to @spotgamma for putting this together.
FYI...this looks to be a great event, speaker lineup and cause. Runs all day. Worth checking out. 👏 to @spotgamma for putting this together.
Beats Roundtable | April 26, 2024 (Segment Recap) The @StreetBeatsPros Roundtable discuss this #Yen move and what they're doing about it. "What's happening is there's a great game being played with the BOJ being a franchise of the Fed..." @herbgreenberg @NadineTerman @BenBrey…
Made some nice updates to the #subscriber dashboard over the weekend. Enjoy!
Beats Roundtable | April 26, 2024 (Segment Recap) @JeffMacke talking Sketchers $SKX and what he's expecting from Amazon $AMZN this week. "Hats off to @RobertMarcin on $SKX. I am kicking myself with dad shoes..." 😂
💯%. @Russby68 calling BS on that $SMCI FUD.
In today's Roundtable @herbgreenberg and our @StreetBeatsPros talk: @JeffMacke - $SBUX - "...it's more efficient brewing up latte during show than going to a Starbucks". 😂 @davidmaris - $LLY $PFE $JAZZ $TEVA $NVS - Big week in healthcare. @NadineTerman - $AMRK $COPX $HAP…
David @davidmaris this morning on the @StreetBeatsPros chat (on the subscriber dashboard) re: $RGEN.
Beats Roundtable | April 24, 2024 (Segment Recap) @JeffMacke sharing his thoughts on Spotify $SPOT and what he's seeing 'at the mall'. $ELF $ULTA $LULU $KSS $JWN "Seeing this as an opportunity (to trim your book) where we have a lot of stocks off the lows..."
Beats Roundtable | April 25, 2024 (Segment Recap) Robert Morris and the professor @PaulMeeksTech talking #NaturalGas and #AI effects. "Near term we've got too much natural gas in the system and therefore reluctant to step up on any of the natgas names."
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6% drop in comps, missed revenue by >$500MM I guess forcing customers to download an App isn't exactly the same as "creating loyalty". Should actually be lower than it is. $SBUX
@42Macro @StreetBeatsPros Thanks #Team42. Go to the bottom of the page to sign up for our Arrows' daily note. Yes, it's free. mylongbow.com
With a little $PLBY tossed in at the end. Who knew it's a $1 stock! I'm old enough to remember in the SPAC boom when everybody thought it was the one to own!
In today's Roundtable @herbgreenberg and our @StreetBeatsPros talk: @JeffMacke - $ATZAF - Let's go to the mall for some "everyday (woman's) luxury". @NadineTerman - EON ENEL SSE Orsted - European utilities play with expected #AI energy demand. @PaulMeeksTech - $MU - watching…
I took out a shoehorn to squeeze in everything/everyone.... in less than 40 minutes, no less!
In today's Roundtable @herbgreenberg and our @StreetBeatsPros talk: @JeffMacke - $SBUX - "...it's more efficient brewing up latte during show than going to a Starbucks". 😂 @davidmaris - $LLY $PFE $JAZZ $TEVA $NVS - Big week in healthcare. @NadineTerman - $AMRK $COPX $HAP…
Great, albeit VERY short trade by @BenBrey on the #Yen Friday morning.
Beats Roundtable | April 26, 2024 (Segment Recap) The @StreetBeatsPros Roundtable discuss this #Yen move and what they're doing about it. "What's happening is there's a great game being played with the BOJ being a franchise of the Fed..." @herbgreenberg @NadineTerman @BenBrey…
...and heard many were punting on it last week b/c "the charts were breaking down". 😂😂😂 $SMCI is not broken on ours and our friend Russell @Russby68 at Wall Street Beats @StreetBeatsPros says he's not concerned fundamentally. ✅
“This is the real deal,” says serial tech entrepreneur @PeterDiamandis on AI driving earnings growth for $GOOGL and $MSFT . “There are going to be two types of companies by 2030: those fully utilizing AI, and those that are out of business.”
"I think you're going to see a pretty material Chinese devaluation, and I think you're going to see the Hong Kong dollar break the peg at some point in time in the future," says @Jkylebass after Japan's currency hit a 34-year low against the dollar.
"Unfortunately, what [the Fed] just taught Congress is 'we have your back no matter what,'" says @Jkylebass. "Last year, our government brought in about $4.4T of receipts and spent $6.1T. We ran a 40% of receipts deficit at full employment. We just went full crazy."
Federal authorities say a “critical safety gap” in Tesla’s Autopilot system contributed to at least 467 collisions, 13 resulting in fatalities. @lorakolodny reports. $TSLA
How did an iPhone survive a 16,000 ft. drop when a Boeing 737 MAX 9’s fuselage ripped open in January? @WSJ's @JoannaStern investigated.
"The company insists its got it all under control. I suggest there's an issue here that will rear it's head in coming quarters," says @herbgreenberg as he sounds the sirens on Signet Jewelers. $SIG
Big live @LastCallCNBC in 20 mins @Jkylebass on markets, money and more Dropping phones from the sky (literally) @JoannaStern @herbgreenberg with another big 'red alert' on a hot stock the new rule that could spike your electricity prices and much, much more .. no tie…
4/30 Charity Day for the @SusanGKomen Foundation will also feature the amazing @SamanthaLaDuc who combines a dynamic blend of disciplines to outline how she is Stalking A Market Top Click here for a full list of speakers & schedule: spotgamma.com/pnl-for-a-purp…
Great cause and great event! See you next Tuesday!
4/30 Charity Day for the @SusanGKomen Foundation will also feature the amazing @SamanthaLaDuc who combines a dynamic blend of disciplines to outline how she is Stalking A Market Top Click here for a full list of speakers & schedule: spotgamma.com/pnl-for-a-purp…
Earlier this week, I explained on @StreetBeatsPros why $MRK is a long and the best way to play the GLP-1 theme - today they reported and I give my quick take: wallstreetbeats.com/plans
1/n Ok, after chatting with a few people on META after the miss I got into a much larger discussion about high multiple stocks & the current macro dynamics. So I figured I would share here while my thoughts are fresh. Here goes a stream of consciousnous 🧵 First a little shout…
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