MonkeyCap @monkey__Capital
Value investoooooor Joined May 2022-
Tweets1K
-
Followers119
-
Following157
-
Likes7K
FX reserve managers (the guys working on central bank desks) had signaled for years that they would increase gold allocations in the face of increased macro uncertainty and geopolitical risks so guess what, they bought more gold
Lithuania has begun an extensive effort to further reinforce its border with both Belarus and Russia, with the Lithuanian Armed Forces and Border Guard having deployed “Dragon’s Teeth” as well as other anti-tank obstacles and barricades along its Eastern and Southern Border.
@StonksMcGeee How do you debt finance when you haven’t demonstrated commercial scale yet on the hero products and still loss making? This has not been a good quarter is the reality. Doesn’t mean that all is lost but certainly hasn’t met the timelines set out by $ASPI themselves.
@piterloskot82 Still questions over throughput. Samples is a start, but need to see if they can actually achieve commercial quantities. That keeps getting pushed back.
$QAIR bunch of one off issues in 2024, margins can get up to 15% by year end. 30-90% upside from here.
Incredible remuneration for #uranium company Nexgen $NXE that didn't extract a single joule of energy from the ground (& probably won't until next decade, because ..."mining is hard") compared to one that did
$NUTX Some unpacking to do, however cash is still flowing in "collected $175 million" in Q2 alone.
Been an $ASPI shareholder for just over a year, but they sure keep raising some red flags on a consistent basis. The latest being another delay in commercial deliveries. ASPI first stated that commercial deliveries of their first 3 isotopes (C-14, SI-28, YT-176) was going to be…
$NUTX earnings Thursday, expect management to go into detail on their IDR process. Outrageously cheap if there is any inkling that lawsuit is bogus & IDR collections continue.
This is how the trump world is beating Dems right now. One side understands algorithms, the other has no clue open.substack.com/pub/weaponized…
@StockJabber @blueorcainvest Seriously? The thesis is based on a binary event - a frivolous lawsuit by a payer. Meanwhile, there is legislation in Congress (The Murphy Bill) to impose financial penalties on payers that don’t pay within 30 days of arbitration wins.
not what i was planning to include in my July jobs report recap (in progress) but here we are
$NUTX
This is an important bi-partisan bill (in both the House and Senate) to reign in the recurring & constant levels of non-compliance with the #NoSurprisesAct payment provisions by the health plans. Recall that the plans are losing 80+% of their cases per CMS’ official statistics…
This is an important bi-partisan bill (in both the House and Senate) to reign in the recurring & constant levels of non-compliance with the #NoSurprisesAct payment provisions by the health plans. Recall that the plans are losing 80+% of their cases per CMS’ official statistics…
Suspect the the $AEHR AI customer is $MSFT Azure Maia 100 chip.
Recently bought some $CSBR. Similar thesis to $CURI with data licensing, and this earnings call should be the first where they outline how much revenue the licensing segment can generate. Given the new CEO's comp package, it seems like it could be a lot relative to a 100m MC.
$AP maybe 50% upside from here with the US navy tailwind.
@blueorcainvest Halomd and lawsuits are known to investors.
"A consultancy run by a former Las Vegas stripper and reality TV contestant." $NUTX Thought I'd seen it all. But this is a new one for me.
"A consultancy run by a former Las Vegas stripper and reality TV contestant." $NUTX Thought I'd seen it all. But this is a new one for me.
$AEHR UP OVER 13% AFTER DOUBLING ITS INSTALL BASE WITH A HYPERSCALER -- SHIPPING 8 MORE SONOMA AI TEST SYSTEMS FOR NEXT-GEN CHIP RAMP
AmandaWillard @So46440p72I78
0 Followers 203 Following
Zach Gilula @zacharygilula
684 Followers 2K Following Mid 30’s, AI curious, Investor, Vibe Analysis, Tech sales for 12+ years, big reader, always looking to network and learn.
Lavendelduft @11R6spHH05QN66
12 Followers 329 Following
Enslinjaco @jenslin_
208 Followers 1K Following
Gerhu @Gerhu276
46 Followers 2K Following
Safari @smallmidcaps
510 Followers 1K Following
Oonuikoo @Oonuikoo193209
1 Followers 685 Following
Happy Lulu @Happyluluc
57 Followers 566 Following Loves sunset 🌇, star gazing and happy endings. Christian. Be patient. Amateur golfer but I play regularly. MA in Economics.
Vicenta Spinka @VSpinka22239
88 Followers 4K Following
Kyra Leuschke @KLeuschke2057
33 Followers 2K Following
Assunta Dickens @dickens92837
60 Followers 4K Following
Carlos matos @Carflos223Matos
331 Followers 3K Following
Vikram Sachatheva @VSachatheva
214 Followers 3K Following
D&A Metropolitan @DMetropolitan
2K Followers 970 Following Micro/smallcap investor and board member at $BOF. Long term ideas on my blog below. Personal thoughts, not financial advice.
StarboundElon @GigaVision_
94 Followers 3K Following Private page of CEO - SpaceX 🚀, Tesla 🚘 Founder - The Boring Company 🌁 Co-Founder - Neuralink, OpenAl 🤖🦾
Jon K @xxjonnykxx
81 Followers 352 Following
Wolfdog Capital @Wolfdog_Capital
665 Followers 2K Following
Ivan Lunegov @yalunegov
26 Followers 31 Following My name is Ivan Lunegov. I am a professional Capital Market Advisor. I help compamies to go public on Nasdaq and NYSE stock exchanges. IPO is my passion.
Ubaldo Thompson @ThompsonUb87646
25 Followers 2K Following
Karst @KarstResearch
3K Followers 195 Following Trying to keep it simple, I think. Sometimes an outdoors account. 🇺🇸
Slauka @Slauka37217
12 Followers 837 Following
Aumaldal @Aumaldal6106
83 Followers 3K Following
Kevin Malone PRIVATE ... @PRMalone_Wealth
3K Followers 2K Following Exclusive discussions on stock markets, featuring in-depth price action analysis. Limited to Elite Members only. Main Page: @Malone_Wealth
Anna @CarolyneWe9552
104 Followers 4K Following
Augur Infinity @AugurInfinity
7K Followers 4K Following Global macroeconomic and financial markets in charts, created using Infinity, an AI-powered analytics and visualization platform.
Alan @abensonNYC
106 Followers 420 Following
Tarek Antaki @TarekAntaki
663 Followers 499 Following my investment journal. long private & public compounders, special sits, value & shorting garbage. posts are not advice & for info purposes only
Touray @Touray370235
33 Followers 2K Following We came nothing and we will surely leave with nothing
Cobiaman @jeffmeyers72
2K Followers 550 Following Hedge Fund Manager - 30 years of experience investing in small-cap technology stocks - Opinions are all mine and subject to error and change
Red Dog Capital @red_dog_capital
3K Followers 1K Following Stocks. Texas Football. Not advice. “The best way to get what you want in life is to deserve what you want. How could it be otherwise?” - Munger
JoeRetail (gmi/grodt)... @JoeRetail2
544 Followers 3K Following JoeRetail's Reascension -DMs=ideas account back @ ashes, now awake, REASCENSION loading. fade/follow this account @ ur own risk! NFA ligma capital head of yolos
Laurentiu Craciun @laurentiu_78
63 Followers 892 Following Every picture has a story and every story has a moment that I'd love to share..❤️
Aspy @beaver0731
3 Followers 50 Following
loveth becky @SaraEvan0099
49 Followers 737 Following I’m simple and loving caring lady,her for a serious relationship not here for games
Tierra Partners @tierrapartners
4K Followers 997 Following
Phenom Capital @phenomcapital
629 Followers 259 Following Engineer and investor. Looking for microcaps with inflecting earnings and a margin of safety. No investment advice.
FuzzyPanda @FuzzyPandaShort
31K Followers 168 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
Enslinjaco @jenslin_
208 Followers 1K Following
Paul Narrenschiff @TheNarrenschiff
2K Followers 129 Following Nolan Ryan of slow pitch softball. OG Twitter "guys" hater. Here for love of the game. "When there's blood in the streets, buy total garbage." -Warren Buffet
Alan @abensonNYC
106 Followers 420 Following
Cedar Street Research @CedarStResearch
2K Followers 504 Following Unconventional research (surprised how many people listen) specialization in Banks, Insurers and Specialty Finance.
Michael McDonough @M_McDonough
47K Followers 159 Following Chief Economist, Financial Products at Bloomberg LP (ECAN, WSL ELECTION/POLITICS/AUCTIONS/TARIFFS Mastermind) [email protected] *views are my own*
Wolfdog Capital @Wolfdog_Capital
665 Followers 2K Following
@cryptadamist.univers... @Cryptadamist
13K Followers 2K Following "in the land of the coins the man who makes it to dubai is king" (often held in The Shadows of Bǟǟn by The Brothren, you may not see me tweet unless you 🔔)
Entropy Capital @EntropyCapital7
3K Followers 731 Following Retail investor posting into the ether. Fundamental Analysis. Earnings reviews in the link below
Value Investigator @value_invest12
32K Followers 393 Following I invest in great companies with long growth runways trading at reasonable prices.
stf @stfbutnou
54 Followers 106 Following just keeping record on personal thoughts and to see if and how could investment philosophy be changed throughout the time - definitely not an investment advice.
Karst @KarstResearch
3K Followers 195 Following Trying to keep it simple, I think. Sometimes an outdoors account. 🇺🇸
Mark Cuban @mcuban
9.0M Followers 1K Following Dunking on the pharma industry with @costplusdrugs.com, the lowest prices on meds anywhere. check it out !
Smarter Every Day @smartereveryday
371K Followers 1K Following Hello, I'm Destin. I'm an Engineer with a YouTube channel called "Smarter Every Day".
Ned Holman, MD @nedholmanmd
419 Followers 313 Following Private practice general and neuroradiologist
Antoine Moyroud 🧑�... @antoine_moyroud
1K Followers 3K Following Passionate about meeting passionate people @Lightspeedvp ⚡
fejau @fejau_inc
77K Followers 2K Following Shitposts, macro, crypto. Host of podcast & newsletter @forwardguidance
Undervalued-Shares.co... @uv_shares
12K Followers 982 Following Common sense investment opportunities around the world. Free weekly newsletter: https://t.co/o5jVml2LQq… More hard-hitting research at 👇
Waymo @Waymo
122K Followers 226 Following The world's first fully autonomous ride-hailing service. Over 10M trips served and counting.
Steve Johnson @ForagerSteve
8K Followers 455 Following Founder and CIO at Forager Funds Management. Likes assets plays, cigar butts and anything else cheap.
Tedeschi Trucks Band @DerekAndSusan
106K Followers 7K Following TTB's epic four album journey, I Am The Moon: I. Crescent, II. Ascension, III.The Fall, IV. Farewell, is out now
Eisar Lipkovitz @lipko
919 Followers 817 Following Picking Stocks (some are good). Past: Rippling CPO, CIO@JPM CIB, EVP @lyft & Googler, I walk a lot. I live to eat, I restrict hours. Dabbling in calisthenics
DVD @deepvaluedude
663 Followers 35 Following L/S Hedge Fund Mgr. | Macroeconomics | Special Situation Investor | Nothing written by this account is financial advice, do your own research
ForagerFunds @ForagerFunds
3K Followers 220 Following Forager Funds is a boutique Australian fund manager seeking meaningful long-term returns from investments in unloved, under-researched and undervalued stocks.
Fan Donald J. Trump P... @TrumpDailyPosts
2.5M Followers 23K Following Reposting Trump’s Truth Social posts (with date/time) on X + news/commentary. Unofficial. Profile Artist: @ElenaRuseva1 Not affiliated with @realdonaldtrump.
Stan Druckenmiller @standuquesne
36K Followers 13 Following
Treasury Secretary Sc... @SecScottBessent
636K Followers 24 Following 79th United States Secretary of the Treasury
Lawrence McDonald @Convertbond
139K Followers 14K Following NY Times Bestselling Author, pick up "When Markets Speak" on Amazon. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
Bloomberg Law @BLaw
153K Followers 1K Following Where lawyers find legal news & analysis they can trust. ✉️ Newsletter: https://t.co/ItyD9vmjKp 🎧 Podcasts: https://t.co/qwrzcaUKmY
valuehunterinvesting @valuehunterinv
56 Followers 88 Following Value focused investor looking for decent stocks with a decent margin of safety.Superinvestor Watcher. Network Engineer by day. Tauranga, NZ 🇳🇿
Brendan Carr @BrendanCarrFCC
170K Followers 3K Following Chairman, Federal Communications Commission.
Insider Forms @InsiderForms
4K Followers 7 Following One-stop mobile app for all Insider, Institutional holdings,Trading Halts & more.Never miss trading related, real time Notifications.Not Advice.Twitter delayed.
AdExchanger @adexchanger
59K Followers 910 Following News and views on data-driven digital advertising and marketing through our award-winning reporting, podcasts and events.
Stock Analysis Compil... @StockCompil
8K Followers 628 Following I read a lot of hedge fund letters. I share the best ideas here and in my newsletter (with links to the letters) : https://t.co/FKtknwEaPC
InsideArbitrage @InsideArbitrage
5K Followers 681 Following Event-driven platform focusing on Special Situations. Subscribe for free to receive our monthly "Buyback Wednesdays" and "C-Suite Transitions" articles
Ryan Cohen @ryancohen
465K Followers 1 Following
CN Wire @Sino_Market
119K Followers 788 Following Covering China's business and market. #CN_Note #ChinaChart Check out our realtime news website @MKTnewscom
0SG @Zerosumgame33
21K Followers 344 Following Contrarian small/micro cap investor focused on highly asymmetric event-driven/special situations with catalyst(s) to unlock asset value & earnings power.
Spectral AI @Spectral_MDAI
927 Followers 70 Following DeepView: Seeing the Unknown #medicaltechnology #burns #wounds #diabeticfootulcers #ai
Red Dog Capital @red_dog_capital
3K Followers 1K Following Stocks. Texas Football. Not advice. “The best way to get what you want in life is to deserve what you want. How could it be otherwise?” - Munger
3Fourteen Research @3F_Research
24K Followers 79 Following The next generation of investment research.
AP Analytics Capital ... @ap_analytics_cm
67 Followers 71 Following
Calvin Ott @CalvinOtt3
106 Followers 61 FollowingTrends for United States
You might like
