MarketWizard @_wizardOfMarket

Equity market investor, focus on trading Joined December 2023

Tweets

328
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286
Following

1K
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1K

Sawyer Merritt @SawyerMerritt

a year ago

https://t.co/1mIEHOmGT3

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Michael A. Arouet @MichaelAArouet

a year ago

China is doing whatever it can to reduce its dependence on foreign oil. EV‘s adoption, building two new coal power plants per week and investment in renewables don’t have a major impact on oil demand, yet.

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Vigilant Fox 🦊 @VigilantFox

a year ago

Leftist Cenk Uygur Makes Shocking Statement: “I’m Now Considering RFK Jr.” He says Biden has “been corrupt his whole life.” “You’re never going to get anything but corruption from Joe Biden.” Uygur issued another staggering statement: “The Democratic party ... they love to…

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Tom @BaseballTzar

a year ago

Let's go NC State

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Long Equity @long_equity

2 years ago

OUT NOW: For only $20, here are two spreadsheets containing 27 metrics for quality growth for over 2000 companies (inc. US, UK, Germany, France, Sweden). Includes: • Free cash flow per share growth • Share price linearity longeq.com/data/ This is the perfect…

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SkyGrove Research @_SkyGrove

a year ago

Today's earthquake in Taiwan did not cause critical damage, but the extent of damage to wafers on some production lines is being assessed. Nvidia's 4nm AI Chip, produced at TSMC's STSP Fab suffered no severe damage. Micron, with a significant portion of its DRAM production…

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Eugene Ng @EugeneNg_VCap

a year ago

China's hyper-competitive EV market looks set for meaningful industry consolidation from the current ~120 players and could shrink dramatically in the next 3 years to perhaps 3-5 players remaining at the end, and BYD looks set to remain to be one of them. “BYD Chairman and CEO…

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Eugene Ng @EugeneNg_VCap

a year ago

Thank you @BrunoMars for the wonderful concert in Singapore last night, we had a great time singing and dancing along with you and your band. You brought a nice touch of Singapore to the performance, and I absolutely dig your slick dance moves. Highly recommend to go! There’s…

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Antonio Linares @alc2022

a year ago

$SPOT price target raises to $375 from $274 by $UBS. This is just on a bit of efficiency. If my full thesis plays out, $SPOT will be a massive win.

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Giovanni Staunovo🛢 @staunovo

a year ago

EU gas consumption in February was nearly 11pc lower on the year, preliminary data from Eurostat show, after the continent experienced its warmest February on record. argusmedia.com/en/news-and-in…

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Brian Stoffel @Brian_Stoffel_

a year ago

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Shay Boloor @StockSavvyShay

a year ago

Here is how each of my holdings has performed so far in 2024 👇 1. $CELH +54% 2. $PLTR +34% 3. $CRWD +24% 4. $TTD +19% 5. $NET +15% 6. $DOCN +2% 7. $DDOG +2% 8. $MELI (4%) 9. $MDB (11%) 10. $GLBE (15%) 11. $ZS (17%) 12. $TEAM (17%) 13. $SNOW (23%) 14. $TSLA (34%) 15. $U (38%)

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Evan @StockMKTNewz

a year ago

The Powerball jackpot hit $1.3 billion on Friday, the game’s fourth-largest prize The winner can choose a lump sum of $608.9M or an annuity worth $1.3B, both are pretax estimates The next Powerball drawing is Saturday night - CNBC

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Reads with Ravi @readswithravi

a year ago

Nassim Nicholas Taleb spent 21 years as a risk taker before becoming a researcher in philosophical, mathematical, and (mostly) practical problems with probability. He is the author of the Incerto, a five-volume philosophical essay on uncertainty. 12 timeless wisdom from…

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Bob Elliott @BobEUnlimited

a year ago

Since the best macro managers are 55/45 on any one bet in any one month, diversification and risk controls are keys to success. While it often feels like missing out on big winners, it allows more sample size (one time & over time) to bet your edge. youtu.be/ud97wnTtVnM?si…

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Ryan Henderson @CCM_Ryan

a year ago

Lots of practical wisdom in this tweet. Particularly enjoyed this: “When I look back at ideas that have done well both in and out my portfolio, valuation is a significant driver of short to medium returns, but very little to 10+ year track records.”

Braden Dennis @BradoCapital

a year ago

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unusual_whales @unusual_whales

a year ago

Larry Summers, an OpenAI board member, thinks AI could replace ‘almost all’ forms of labor, per FORTUNE.

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Daniel @MnkeDaniel

a year ago

Understanding Risk is Key to successful investing. Howard Marks has done a phenomenal job at explaining what risk actually is. Spoiler: It's not Volatility! I believe every investor should hear Marks' ideas on risk:

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Shay Boloor @StockSavvyShay

a year ago

We're clearly at the start of a major M&A cycle -- highlighted by recent acquisitions of highly-valued companies like $HUBS & $SWAV. I expect this summer to be a busy period for M&A activity -- here are the names I'm monitoring for potential acquisition 👇 • $ZM | Zoom •…