simple investing @simpleinvest01
Buy-side Portfolio Manager | Long term, fundamental, bottom up investing | Weekly deep dive articles & The Barbell Portfolio in Outperforming the Market (link) seekingalpha.com/affiliate_link… Joined April 2022-
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Tesla $TSLA is only just getting started. Getting FSD approved and started in China is a huge deal. Not only does China have one of the highest public acceptance for self driving globally, it is also one of the most competitive self-driving landscape. bloomberg.com/news/articles/…
I recently had the opportunity to work with @FromValue. I was initially impressed with how he build Potential Multibagger into the successful investment service it is today. After working with him, I can see why that’s the case. Hugely inspirational and a must follow!
Has $ENPH bottomed in the first quarter of 2024? That is likely in the minds of many investors. But I think it's important to note that: 1. Even at the depths of the solar downturn, $ENPH continues generate 29% ROE and 9% ROIC, which is really impressive. 2. Data points for…
$SNOW announces Snowflake Arctic
$SNOW announces Snowflake Arctic
$NVDA being down 10% and losing more than $200 billion in a day shows you what happens to a crowded long trade when the tide turns. When there is a mass rush to the exit door, things can turn ugly really quickly.
TSMC $TSM is down on strong results. After speaking to several fund managers, it seems sentiment is mixed. This is because management lowered semi (ex-memory) and foundry industry growth outlook slightly, while keeping its full year revenue growth outlook on strong confidence…
$TSM TSMC Q1 FY24: • Revenue +17% Y/Y $18.9B ($0.3B beat). • Gross margin 53% (-3pp Y/Y). • Operating margin 42% (-3pp Y/Y). • Capex $5.8B. • EPADR $1.38 ($0.06 beat). 3nm & 5nm were 9% & 37% of revenue.
Confident in @RamaswmySridhar to steer the $SNOW ship in the new AI era.
Confident in @RamaswmySridhar to steer the $SNOW ship in the new AI era.
CrowdStrike $CRWD announced that it is expanding its partnership with Google Cloud. Through Google Cloud Marketplace, Google Cloud customers can now access industry-leading protection from CrowdStrike like Falcon Cloud Security, Falcon LogScale, Falcon Identity Protection etc.
Apple is finally joining the AI bandwagon. The M4 chips, which are Apple’s AI-focused processors, is nearing production. We can expect Apple to overhaul its entire Mac lineup to revitalize the business. More about the M4 chips:
Great highlights from $AMZN shareholder letter
Great highlights from $AMZN shareholder letter
San Trader @finspert
271 Followers 161 Following Stock Trader. Founder of r/stockstobuytoday & stockbuyvest. No subscription Free stock screeners. join in large numbers.
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STOCKINVEST CK @Stockinves89011
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Trenchant Capital Cor.. @TrenchantCap
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rockflow_golow @RockFlowGoLow
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Carlos Sevilla @Carlosev_21
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haris khawar @hariskhawar
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tradernews.ai @tradernewsai
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Duggal @harshitduggal5
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Kostas Tsigas @tsigas_kos50157
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Javier Sánchez 🐸(.. @javimen96
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Samuel @Samuel376447570
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Hallmark Ventures (HL.. @HLLK_Stock
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Sebastian Lozano @SebastianL96694
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119 Followers 434 Following
Seth Entin @entin_seth
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Leah Zamora @cutieannzley
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Matt 👽 @youngallien
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Jonathan @soxtrader93
59 Followers 206 Following building a market commentary feed I’m satisfied with. if I follow you multiple times it’s because I forgot.
Ravi Hingarajiya @rhingarajiya
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T.Williamson @TWviews
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YVZ @YoanZografov
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Todd @toddq30
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Capital Ventures @CapitalVen66814
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Nicholaus Haymon @Nicholausdane80
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Usman ¦ عثمان @Usmansayzz
240 Followers 3K Following
rmilitaru @rmilitaru
74 Followers 651 Following
Tahmid @ImTishad
64 Followers 296 Following
Kiran Mintjes @KiranMintjes
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Marcin Jedrachowicz @dodeslav4
62 Followers 487 Following
Silviu Sandulescu @SilviuSandules1
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CM @benedict_bart
111 Followers 2K Following
Ajay Gupta @ajay978
62 Followers 794 Following
Marc Langefeld @marcvalueinvest
1K Followers 4K Following Private investor focused on investing for the long-term in the best consumer and technology stocks
วรรณวิส.. @wi_sul
6 Followers 71 Following
Lyn Alden @LynAldenContact
679K Followers 753 Following Founder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Marco Pabst @marcopabst
4K Followers 821 Following CIO, PM. 30 years of investing and still loving it. No investment advice. No newsletter selling. Views are my own.
Kristjan Kullamägi �.. @Qullamaggie
109K Followers 55 Following Trading the U.S. markets from Sweden since 2011. Happy to help! PLEASE READ THIS FIRST: https://t.co/q1FUEqm3V2 Streaming daily at https://t.co/DLc7R7i8ri
Dividend Dude @DividendDudeYT
3K Followers 532 Following Investing youtuber trying to share his love for buying high quality businesses I 1,500 subs on YT and growing I Not financial/investment advice
Fintool.com (ChatGPT+.. @fintoolx
3K Followers 59 Following ChatGPT + Edgar: a financial copilot on top of SEC filings, transcripts, and news. FintoolGPT summarizes millions of docs and quotes exact sources
Natan @nataninvesting
6K Followers 292 Following 22y old finance student 👨🏼🎓 | Diving into the stock market and sharing my insights along the way
Adam Khoo @adamkhootrader
30K Followers 136 Following Chairman and master trainer Adam khoo learning technologies group Professional stocks and options trader
sridhar @RamaswmySridhar
26K Followers 618 Following CEO @snowflakedb; founder @neeva Ex-@GreylockVC Ex-@Google SVP of Ads Ex-@BellLabs.
Patrick Moorhead @PatrickMoorhead
43K Followers 4K Following Ranked #1 tech industry analyst by ARInsights. Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 cofounder.
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Mukund Mohan @mukund
55K Followers 113 Following I help long term investors & swing traders achieve better returns on their stock investment research and education
John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
GURGAVIN @gurgavin
384K Followers 519 Following TECH FOCUSED INVESTOR & EVENT DRIVEN TRADER ( THIS IS MY ONLY ACCOUNT I WILL NEVER REACH OUT FROM ANY OTHER ACCOUNT )
Analyzed Investing @analyzedinvest
2K Followers 329 Following Full-time investor providing economic research & deep dives on interesting individual companies
Neil 𝕏 @Neil_X10
4K Followers 839 Following Investor | Analysis, Diligence and Commentary | Financial Markets 20+ years | Tech. & AI-fanatic | 10X+ Investments | 🇺🇸 Expatriate | More info below
The AI Investor @The_AI_Investor
25K Followers 653 Following NVDA TSLA | NVIDIA Daily | Join my Patreon for AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice |
Gautam Baid @Gautam__Baid
144K Followers 368 Following PMS in India: https://t.co/VfkaWb3gub. India Fund in the US: https://t.co/hLWnq5Px9y. Book: https://t.co/BHLZ6Dju6w
Investing visuals @ZeevyInvesting
5K Followers 34 Following Creator of visuals about investing | I share my investment journey | Working in tech | Build Notion templates for investors | https://t.co/BESBjAQg9a
Max Koh @heyamaxkoh
35K Followers 210 Following Made my first $1 Million at 29. But, still the dumbest human in the room. I'm just a nerd sharing my AHA moments in Business, Personal Growth, and Investing. 🤓
Rob’s Educated Gues.. @RobEducated
12K Followers 290 Following Swing at Strikes Not Balls. Stocks are just pieces of paper, tickers and narratives. P/E, P/S or any valuation metric to justify what’s working or isn’t.
Zülal Metin Hacıpa�.. @zulalmtn
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David Burrows @barometerca
5K Followers 1K Following CEO & Chief Investment Officer at Barometer Capital Management-Barometer Manages Tactical, Multi-Asset Portfolios for Families, Foundations and Endowment Funds.
Vitaly @VRVitaly
4K Followers 356 Following Discussing Finance, Stocks, Investing, Real Estate, Crypto. Anything that gets us to a better life. When Im not here, Im a Director Of Photography making films.
Joel Cohen @joelmcohen
14K Followers 289 Following Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/opkgBmzwUj)
Michael Szumielewski @visu
3K Followers 388 Following Full-time investor · Beating the market by investing in quality companies when they are temporarily undervalued
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Simon Handrahan | MOS.. @MoS_Investing
10K Followers 631 Following Author and investor at https://t.co/bDt3HB7jmC
Matthew Harbaugh @themattharbaugh
645 Followers 271 Following I talk about investing and business | Sharing my journey to help you compound your wealth and knowledge. Not financial advice
Rahul @rhemrajani9
53K Followers 302 Following I try to simplify the markets ➡️ Macro insights 🔎 | Stock market info 📊 | Tech news 💬 | 𝐅𝐫𝐞𝐞 🗞️ @TheOneRead | #Spaceshost | Not financial advice.
Barry Schwartz @BarrySchwartzBW
30K Followers 257 Following Chief Investment Officer at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Israel Defense Forces @IDF
2.7M Followers 38 Following Official IDF X account. We post real-time information and updates from the field.
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
Daniel Khin @AnalyzingAI
2K Followers 583 Following Investing 📈 Building a Portfolio of High-Quality Companies 💎 My Goal is to Help You Achieve Your Financial Goals🏆
Julius @InvestorJulius
3K Followers 2K Following MAdTech Director | 1st Gen American | Investor & Trader | Tech Enthusiast | Sharing thoughts on the stocks I own | Largest position: $TSLA
AlphaSense @AlphaSenseInc
14K Followers 490 Following AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. (Tweets are not investment advice)
UNRIVALED INVESTING @UnrivaledInvest
5K Followers 737 Following Prior Banker, Hedge Funder & CFO. Investor on YouTube. Looking for exceptional companies & UNRIVALED investments.
Alex Morris (TSOH Inv.. @TSOH_Investing
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Brad Lyons @BLyons151
8K Followers 342 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.
Friso Alenus @FrisoAlenus
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Engineered Quality In.. @ValueEngineer_
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Tech Fund @techfund1
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Jared Leary @hourglassnetwrk
504 Followers 139 Following Investment research at Hourglass Investing - podcasts, newsletters, and deep dives into long-term growth investment opportunities.
GlobalMacroZen @GlobalMacroZen
7K Followers 562 Following Global Macro Focused Strategist & Trader;Former Equity Head of a Dutch Bank;cross asset experience in EM+Developed Markets;Market Wizard Anthony Saliba's ex TA
AlphaPicks @AlphaPicks
9K Followers 721 Following Investment analysts. Sharing insights and data on global markets and macro. Research articles and portfolio access can be found on our website.
Paul, not a CFA @Investmentideen
17K Followers 340 Following Tweets about illiquid small caps and value investing with a catalyst.
@simpleinvest01 "Absolutely! Tesla's entry into the Chinese market with Full Self-Driving (FSD) approval marks just the beginning of its potential growth trajectory. Exciting times ahead!"
$ENVX …..👀 “Enovix could be preparing for “rolling thunder” of smartphone and PC qualifications”
& just like that... $NVDA's Jensen Huang morphs an entire generation of software developers, leather jacket rockers, chip designers & AI aficionados into passionate @DennysDiner fans. Beautiful. Poetic. Delicious.
$S 👀👌
$S Director Mark Peek picks up $223,596 of shares. This is his fourth insider purchase since the company's IPO in 2021.
$SNOW Nice Read!
The best part about Singapore
The market's reaction to $META's conf call is short sighted. It's clear that the company is becoming a major player in LLMs and that this is going to be a very large market, potentially massive. I'm buying more here.
@Stock_Inf0 @Stocktwits @simpleinvest01 @Giuliano_Mana Thank you man 💪🏻
@Giuliano_Mana @Stocktwits @simpleinvest01 @Stock_Inf0 You’re welcome Giuliano
@simpleinvest01 @Stocktwits @Stock_Inf0 @Giuliano_Mana You’re welcome Ben.
@simpleinvest01 @FromValue I read your article on $ENPH, and it was fantastic. Thanks!
@Stock_Opine @Stocktwits @simpleinvest01 @Giuliano_Mana Much love, brother! The same goes for your account!
@Stock_Opine @Stocktwits @simpleinvest01 @Stock_Inf0 That’s very kind of you guys, thank you🙌
@Stocktwits @simpleinvest01 @Stock_Inf0 @Giuliano_Mana to name a few
@simpleinvest01 @FromValue Wow, working with @FromValue sounds like a game-changer! His journey to success is the motivation we all need. 🚀
@simpleinvest01 Thank you very much and looking forward to working with you again! 🙏🙏🙏 You did a fantastic job! 💪🏻👌🏻👏🏻
🙏🙏🙏❤️❤️❤️
I recently had the opportunity to work with @FromValue. I was initially impressed with how he build Potential Multibagger into the successful investment service it is today. After working with him, I can see why that’s the case. Hugely inspirational and a must follow!
@simpleinvest01 It is definitely good. Although, when I tried GPT-4 and LLAMA-3, the results still look better in GPT-4.
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