Isabella Sullivan @_IsabellaSu
Joined February 2024-
Tweets526
-
Followers73
-
Following229
-
Likes2K
Hi a favour, does anyone know where the data is for IEA WEO STEPS upgrades through time for solar and wind? @DrSimEvans @AukeHoekstra ?
OpenAI revenue growth - 170% in 6 months But some people still say no one is making money from GenAI, or that it's just a toy app, as the SPAC king once said. $NVDA $MSFT @OpenAI
OpenAI revenue growth - 170% in 6 months But some people still say no one is making money from GenAI, or that it's just a toy app, as the SPAC king once said. $NVDA $MSFT @OpenAI
$TSLA inventories skyrocketing. What had been limited to a surge in models X/S has now spread to model 3.
US and China are almost mirror images of each other -- the US the dominant global importer (even with some trade restrictions) and China the dominant exporter (but a modest importer)
US and China are almost mirror images of each other -- the US the dominant global importer (even with some trade restrictions) and China the dominant exporter (but a modest importer)
IEA oil market report: Something which went unnoticed, demand level upward revisions 2022 is now at 100.11 from 99.81mbpd one month ago 2023 is at 102.24 from 102.09mbpd one month ago 2024 is at 103.20 from 103.16mbpd one month #oott
BUFFETT NOW OWNS MORE THAN $15 BILLION WORTH OF OCCIDENTAL Warren Buffett and Berkshire Hathaway $BRK.B filed for their purchase of 1.75 Million additional shares of Occidental $OXY for $105.6 Million
Twitter Analytics Updated today -Better integrated into the X UI -It uses dark mode -It brings you directly to the bar chart rather than having to click through to another page.
Broadcom's CEO Hock E. Tan on competition between Broadcom and Nvidia across both accelerators and Ethernet switching. $NVDA $AVGO
Boom 💥 $TMDX price target raised from $130 to $175 at TD Cowen. $TMDX is still my largest position because I believe this is a $300+ stock in 2-3 years. My second largest position is $FOUR which is up 3% premarket after the CEO bought another $2M of stock. I believe he’s…
The UK's "SMR contest" deadline has been postponed to July 8, after the general election. Article link in reply. EDF, GE Hitachi Nuclear Energy, Holtec, NuScale Power, Rolls Royce SMR and Westinghouse were invited to bid. The shortlist will be reduced to four suppliers after…
The US Treasury is expected to roll out a big expansion of its secondary sanctions programme on #Russia this week, treating any foreign financial institution transacting with a sanctioned Russian entity as though it is working directly with the Kremlin’s military-industrial base.…
💡NEW analysis from @IEA, @IRENA , @UNStats, @WBG_Energy & @WHO shows progress on basic energy access reversed for the first time in a decade in 2022. Stronger efforts are vital to put the world on course to reach #SDG7 energy goals by 2030. Learn more👇 trackingsdg7.esmap.org/downloads
NEW: My detailed look for @AsiaPolicy into what ambitious&realistic climate targets for China in 2035 would look like, and how to achieve them, sector-by-sector. Essential question, as new climate targets for 2035 need to be submitted to the UN next year. dialogue.earth/en/climate/chi…
6. Founded already in 1904, $DEMANT is a global leader in hearing aids and audiometric equipment:
$CELH has dropped by ~30% in just a few weeks. Here are several quotes from yesterday's conference that partly explain why 🧵 1. $CELH estimates that $PEP's inventory optimization could impact revenues by $20 million to $30 million in the quarter:
7. Thoughts on buybacks, cash, and M&A:
I think the thesis that "inflation remains too high, runs the risk of re-accelerating, and rising (long term) bond yields posing a threat to stocks" is fundamentally incorrect. Even if the economy had become more interest rate insensitive, cost of credit still matters and bites.…
I think the thesis that "inflation remains too high, runs the risk of re-accelerating, and rising (long term) bond yields posing a threat to stocks" is fundamentally incorrect. Even if the economy had become more interest rate insensitive, cost of credit still matters and bites.… https://t.co/G0aaDQ5UF4
$HIMS is still trading just under 6 times sales. Companies growing at this speed can trade just over 20 times sales, which means that purely on a multiples basis $HIMS could be trading at $80/share soon. Flawless GLP-1 execution can do the trick.
Not one of the 66 economists surveyed on Bloomberg had a headline MoM CPI estimate below 0.1%. All 0.1 and 0.2. Treasury yields down sharply Equity futures up sharply
His ability to nail inflection points is honestly damn impressive!
His ability to nail inflection points is honestly damn impressive! https://t.co/Ye3LLC8hBQ
KarenSteele @I1vz23tg540G1
0 Followers 194 Following
Gervu @Gervu056
19 Followers 2K Following
Coqef @Coqef61614
87 Followers 2K Following
FactorInvestor🇺�... @Alslouuiser830
35 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
JocelynLeighton @facUffA7z7Gg2
1 Followers 307 Following
Denise @Cararmmaw21320
19 Followers 904 Following A woman with a voice is, by definition, a strong woman.
Hadar @Hadar7041649
9 Followers 1K Following
CharlotteJean @l4qj7E2k167pwTn
23 Followers 1K Following A little bit of everything and a whole lot of nothing.
Eliane @Plocuij2448
15 Followers 877 Following
Madison @L2hu6v0n3QHqOE
35 Followers 1K Following
Bianca @R2hvc59u6JL4JU
28 Followers 1K Following
Octavia @Tfd1S1y6eQ2Bhd
27 Followers 1K Following DIY enthusiast ✂️ | Avid reader 📖 | World explorer 🌍
Helga @2107Y0wlP2da08
19 Followers 868 Following
MergerArbPro🇺🇸 @Uidwural8377
46 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
Hannah @Xuxer3402177
5 Followers 421 Following Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. - Warren Buffett https://t.co/ggzVoFbdol
SigmaTrader🇺🇸 @Oohawtus87646
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
Guietu @Guietu317
9 Followers 1K Following
simple investing @simplelnvest01
201 Followers 6K Following Buy-side Portfolio Manager | Long term, fundamental, bottom up investing | Weekly deep dive articles & The Barbell Portfolio in Outperforming the Market (Below)
Beth Kindig x @BethKinq
100 Followers 3K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio,
Andrew Salamon @MrAndrewSalamo
187 Followers 3K Following Making Content @DailyPalantiir | Diversification is a hedge against ignorance
Emily @ElouiseHar63637
53 Followers 2K Following
Ooneehars @Ooneehars0281
78 Followers 4K Following
Ayesha Taria, CFA @AyeshaTarib
744 Followers 6K Following Mother | I analyze macro, markets & companies to find investments | There's always a story behind the numbers | Macro Research: https://t.co/pTt5LN2PvB 🪐🧩
Jeff Roberts @_jeffjohnrobert
265 Followers 4K Following Fortune magazine Finance & Crypto Editor. Lawyer, author, policy geek, IP aficionado. DMs open. SoCal.
Investing visuals @MZeevyInvesting
4K Followers 3K Following 💡Infographics 🥊Business Battles 💰How they make money 📋One- pager business breakdowns
Tannor Manson @Futuenvesting
223 Followers 7K Following Quickly becoming a fintech stock fanatic. Subscribe to the Future Investing YT Channel to stay in touch!
Ayesha Taria, CFA @AyeshaTariqg
50 Followers 1K Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/zhT4MGn9t9🪐🧩
CharlotteBray @0QrlEk8zWVbdJ
84 Followers 7K Following
Scott Wainner @scottwwws
160 Followers 4K Following Founded & exited bootstrapped SaaS business @resellerratings twice (‘99 and ‘12). Investor: TSLA since IPO, SpaceX. Animal advocate.
tae kim @firstadopter
68K Followers 10K Following THE NVIDIA WAY author. Senior writer at Barron’s. Priors: Bloomberg Opinion columnist. taeauthor@gmail dotcom. Telling it like it is. Amazon link to book below
Crossroads @Kross_Rooads
339 Followers 2K Following Investment enthusiast and future PhD. Betting big on the future with $PLTR. Driven by faith, family, and the conviction that the best is yet to come.
Evan @StockMKTNewz0_
81 Followers 3K Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | Check out my Linktree ⬇️
Antonio Linares @alc2022p
9 Followers 359 Following Early SAMD, STSLA, $PLTR, $SPOT and SHIMS investor. Join 7,400+ deep thinkers. This is my only account.
Luna✨ @missed_Ais
1K Followers 2K Following I am a person who loves traveling and making friends from all over the world. I hope to meet more like-minded travelers through dating software #travel
M大 @Melissa15_7
415 Followers 1K Following
Annabelle @njyxp21335485
146 Followers 947 Following 🍩Donuts🌟Exposure to new things, travel, exercise, quiet #Travel #Exercise
forever happy💯 @FantasyDreaans
296 Followers 2K Following Don't lose your dreams or ambitions. Because if you lose, you may still be there, but you have stopped living🇺🇸
Happy Goddess @Emily_Davis88
418 Followers 2K Following Life is what happens when you're busy making other plans." - John Lennon
Musk University | Quo... @MusksUniversity
133 Followers 4K Following Words of Wisdom from Elon Musk | Daily quotes and Tweets I No official association with @elonmusk | (Follow for more)
Ben Thompson @benthompson
255K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
Bullish Rippers @BullishRippers
30K Followers 223 Following Your guide to stocks that are ripping and dipping. Join 15k+ investors who subscribe to the free stock market weekly newsletter recap | @bullishstudio fam
AlphaSense @AlphaSenseInc
26K Followers 492 Following Powering the world’s biggest decisions. 6K+ companies trust our AI search and market intelligence platform to deliver timely insights. (Not investment advice)
Sleep Well Investment... @DTF_Capital
4K Followers 852 Following Author of Sleep Well Investments newsletter | Outperforming the market by owning mundane time-tested businesses https://t.co/vff3qingoI
tae kim @firstadopter
68K Followers 10K Following THE NVIDIA WAY author. Senior writer at Barron’s. Priors: Bloomberg Opinion columnist. taeauthor@gmail dotcom. Telling it like it is. Amazon link to book below
WealthyReadings @WealthyReadings
7K Followers 131 Following I'm here to beat the market & share how I do it. Macro review to create plans, fundamentals to find the best assets & price action to optimize performance.
Brad Smith @BradSmi
102K Followers 908 Following Vice Chair and President @Microsoft, Co-author of #ToolsAndWeapons. Host of Tools And Weapons podcast. Husband. Dad. Proud native of Appleton, Wisconsin.
Jeremy Raper @puppyeh1
50K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Brandon Beylo @marketplunger1
95K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Amena Bakr @Amena__Bakr
150K Followers 1K Following Head of Middle East Energy & OPEC+ Insights @Kpler. Award winning journalist, Ex-Reuters/@energyintel. [email protected]
Michael Klein @mvklein
975 Followers 586 Following Hosted 500+ Stays. Sold 50+ STRs. Agent at eXp & Powered by Savvy Realty. Previously VC-backed STRs.
Pythia Capital, No Br... @PythiaR
63K Followers 905 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Eugene Ng @EugeneNg_VCap
25K Followers 1K Following Founder @ Vision Capital Fund. Investor, author, angel. Invest in companies that reflect our best vision for our future. Musings on investing, business & life.
Sarah Johnson @ReceiptsSarah
604 Followers 4K Following Posting “receipts" exposing links behind the narrative. Country music, yes. Eating bugs, no. Former hedge fund PM. Wharton MBA; CFA. Communism ruins everything.
The AI Investor @The_AI_Investor
61K Followers 830 Following NVIDIA Daily | A fan of Jensen Huang & Elon Musk | My posts are not investment advice | Join Patreon community for portfolio updates & more on AI Investing.
B.k❄ @bmotlatsi7
13K Followers 10K Following @Kaizerchiefs| @FCBarcelona @ChelseaFC|#Africanchild|Bcom Graduate 📚🎓| PRAYER.PASSION. PERSISTENCE😊❤
The Limiting Factor @LimitingThe
54K Followers 1K Following A mustache on a mission: What's next in battery and manufacturing technology? https://t.co/hN3JngjtC6
Quartr @Quartr_App
107K Followers 589 Following Increasing efficiency and precision in qualitative public market research.
simple investing @simpleinvest01
20K Followers 262 Following Buy-side Portfolio Manager | Long term, fundamental, bottom up investing | Weekly deep dive articles & The Barbell Portfolio in Outperforming the Market (Below)
Joseph Wang @FedGuy12
193K Followers 612 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Jamin Ball @jaminball
84K Followers 1K Following Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal
MisterX @Wister_X
650 Followers 1K Following
Brian Feroldi @BrianFeroldi
620K Followers 504 Following 🔎 I Teach Investors How To Analyze Businesses | Stock Fundamentals & Valuation Teacher | DM me “BUFFETT” for premium courses | Free Investing eBook (Link) ⬇️
MilMileBattery @MilMileBattery
13K Followers 2K Following
Jesse Felder @jessefelder
171K Followers 44 Following Founder and editor of The Felder Report and host of the Superinvestors and the Art of Worldly Wisdom podcast.
Dan Ives @DivesTech
203K Followers 360 Following Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕
From Growth To Value @FromValue
113K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc. I help you stay calm when everyone panics.
Ryan Reeves @RyanReeves_
53K Followers 773 Following Jesus-follower who invests ⬇️ Trying to help people save time and boost their investment returns.
dalu🛸 @notfuntochatwit
11K Followers 7K Following I talk to computers; sometimes they listen | gamer
Lake Cornelia Researc... @CorneliaLake
27K Followers 551 Following Not investment advice; I talk about stocks that can kill you. CAPS = PARODY
Brian Stoffel @Brian_Stoffel_
136K Followers 239 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/w0anZAuv92
Simon Erickson @7Innovator
40K Followers 938 Following Founder & CEO @7investing. I find the stock market's best opportunities. @UTaustin ChE @Rice_Biz MBA @themotleyfool Advisor @chevron VC Go @Saints!
Isabelle Thomas @_Isabelle_Queen
180 Followers 545 Following
Kelly Evans @KellyCNBC
51K Followers 1K Following CNBC anchor of "The Exchange" and “Power Lunch.” Come help babysit anytime. On Instagram “realkellyevans.” Sign up for my newsletter - link below!
Blue Harbinger @blueharbinger
248 Followers 20 Following Helping you manage your own investments at https://t.co/Mpol5sgouF
AllThingsVentured @AllVentured
11K Followers 1K Following Bold and unfiltered takes on trade, shipping, and commodities. Not investment advice.
Michael A. Arouet @MichaelAArouet
141K Followers 1K Following Compounding. Economy & politics, investing, charts and irony. No investment advice. Watch out impersonators. I’m not on Threads, Telegram, Bluesky, Facebook etc
Long Equity @long_equity
66K Followers 376 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/O8Xi54ad01
Olivia Reynolds @OliviaReyn75070
132 Followers 271 Following
Connecting The Dots (... @ConnectingODots
18K Followers 374 Following Great minds think alike, but (blessing or curse) I think different👽Engineer/Disruptions Analyst⚡CoOwner of Tesla🚀🔴https://t.co/eQs3vu0cQt
😎 @doge_southern
2K Followers 408 Following #TSLA #SPCX #UVAMOM #BETA PROUD MOM AND WIFE 🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸NOT HERE FOR MONEY JUST INFO….AND THE TRUTH!
The Ðon @TheDon_64209
4K Followers 1K Following some random guy #gardenlife 👨🏻🌾 #beekeeper 🐝 Veteran 🇺🇸
Convequity @convequity
7K Followers 800 Following Product, Architecture, & Vision Premium: https://t.co/3bYcUN0h1g Substack: https://t.co/1hGBBf8WJu Koyfin - 15% discount: https://t.co/FrR5UlbjNP?
Wanda Hudson @wanda_hudson
13K Followers 2K Following I love Tesla and beagles 🐶. Engineer. Wife. TSLA shareholder. Model Y LR x2 with FSD (Supervised) 💫. Truth matters.
Ash Martian ✨ @1stMarsColonist
20K Followers 7K Following Building a road to space @blueorigin • Combating FUD • Trans’d my gender with estrogen 🏳️⚧️ • Engineer • Ai addict • Going #ToMars • Lifelong learnerTrends for United States
You might like
