Generalist Lab @Generalist_Lab
Embodying Generalism. Geopolitics, Economy, Investing, Bitcoin, Human Rights, Arts, Personal Growth, Global Trends, Tech, Inner Harmony, Unexpected Ideas... generalistlab.com United States of Love Joined June 2017-
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BNNBloomberg on submarine fleet replacement "government’s behaviour during the last two years has also been somewhat unusual. It changed the normal rules and processes to speed up what is likely the biggest military purchase in Canada’s history, advancing it by several years."
Micron and Anthropic Announce Strategic Agreement: -supply LTA -Claude adoption at $MU -tighter design-feedback loop (other labs might follow) -Investment in Anthropic series H Cute, but no numbers in annoucement. Sure analysts will want more details on call.
@Wolke7Bewohner @gauravphoenix Q2 will be exceptionally strong due to Lithuanian pension fund redemptions. You can observe it in monthly retail sales announcements. It should normalize towards year end. Otherwise it's pretty stable cash cow, that grew stronger after pandemic (lease negotiations) $APG1L
1/3 Follow up on Vilvi Group (VLP1L);. Notes from recent call: -CEO expects a strong remaining 2026 9 months -Long term 8-10% EBITDA margin (25'H2 - trough of milk cycle - 5.7% + 3 plants coming online) -new Bauska cheese plant - highly automated; cost competitive
This will come in handy.
TULSI GABBARD REPORT ON VOTING MACHINE VULNERABILITY DELAYED BY WHITE HOUSE: SOURCES
From Equinor capital markets day. $50/bbl is sufficient to maintain dividend + 5% dividend growth (TTM yield ~4.6%) after capex, leases. On current market cap of 83B, they maintain 2-4B annual buybacks on mid $70/bbl oil outlook. That's additional 3.5%. $EQNR
US-IRAN TALKS IN SWITZERLAND CALLED OFF; BÜRGENSTOCK MEETING CANCELLED AMID GROWING DIPLOMATIC UNCERTAINTY #BREAKING
Ukrainian defense manufacturer Fire Point’s booth at the Eurosatory defense tradeshow today, playing footage of their drones hitting the Moscow Oil Refinery just hours prior.
If there is one piece of advice I can give you, do not buy this type of chart. You will save yourself a lot of money. The market can be stupid for a month, it cannot be stupid for a year or three years. Sustained relative underperformance against the index is almost always the market telling you something fundamental that you do not want to hear. If you think a stock is genuinely mispriced and will eventually break out of a channel like this, wait for the actual breakout. Pay the higher price and get the confirmation. The cost of waiting is small, the cost of catching a falling knife in a name that keeps falling is enormous. I bought $IOT on a breakout because I think it is the physical layer of the AI build-out that you cannot avoid. But I might also be missing something the market already knows. Sold. $ADBE $CRM $WDAY $NOW $PYPL $ACN
@FabianWierczoch In a typical risk off, dollar would be down
Made a promise to myself not to sell $MU in 2026 H1. So far so good.
2/2 2. How I expect task force on communications to play out: Group comes up w/ conclusions communication hurts #FED credibility; interviews, dot plots, public commentaries are pulled. Any rate cuts/hikes are a surprise. Except for couple of insiders trading a night before.
1/2 #FOMC 2 personal takeaways: 1. Agree with Warsh on market signal reflexivity. It's a strong signal, when FED is not the one doing the moves. But it's a break in tradition from recent decades. ...
@DeItaone Give them patriot interceptors too, while at it
Iran gets: -300B reparations (pedo complained about 1.5B concession by Obama) "reconstruction fund" -sanctions on energy products lifted -support by trump on its ballistic missle program -Hormuz management in Iranian-Oman hands after 60 days Iran gives: -pinky promise no nukes
Most underappreciated meta skill of investing must be seeking the truth. If you live in your own narrative bubble market punishes you. Hence investors are trained to see everything as objectively as humanly possible. Not coincidentally, this transfers to other areas of life.
MORE: Iran would likely use immediate economic relief to try to reconstitute its military capabilities, the Axis of Resistance, and its nuclear program. Arab mediators told the Wall Street Journal on June 13 that IRGC Commander Major General Ahmad Vahidi, whom ISW-CTP assesses as dominating regime decision-making, has insisted that Iran’s frozen assets should not be “barred from military spending.” Iranian Foreign Affairs Ministry Spokesperson Esmail Baghaei similarly stated in May that Iran would use assets released under a potential agreement with the United States to advance its defense and military sectors, including Iran’s missile and drone programs.
NEW: Multiple sources published what appears to be the text of the US-Iran agreement. Neither the United States nor Iran has officially published the text of the agreement at this time. The leaked text of the agreement, if accurate, indicates that Iran has emerged from the
@sentdefender @_MartinKelly_ Any sea babies around?
@spotgamma x.com/Generalist_Lab…
1/3 Two weeks ago neither Grok nor Gemini could not point to weakness in $CME. Finally I stumbled upon it myself. Hyperliquid $HYPE, Kalshi crypto perpetuals approved by CTFC. Take: -crypto affects 10-15% of $CME revenue -institutionals can't use perps, unsuitable for hedging ..
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
The Transcript @TheTranscript_
101K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
equitydesk.ai @EquityDeskAi
347 Followers 62 Following AI-powered market intelligence, Stage Analysis, earnings call analysis, deep research and alternative data - all in one platform built for active investors
Sumit Ritolia @refineryritolia
343 Followers 181 Following Modelling Refined product supply and Oil Markets at Kpler
Yaara Shalem @YaaraShaleg8ll
24 Followers 880 Following
Dmitry Baulin @AstutexAi
2K Followers 216 Following Reformed compounder bro from my corporate life and social arb bro from my PA. Working on becoming a systematic trader. https://t.co/2cvFyl7I1Q
Grapefruit enthusiast @hybridcortex
253 Followers 3K Following Personal notes; Information archives; Not financial advice
Zelda Capital @zelda_cap
328 Followers 2K Following Passionate about stock market. GARP and Value oriented. Let your winners win. Viva la libertad carajo!
GPK99 @GPK992
87 Followers 651 Following
IncomeAlligator @IncomeAlligator
1K Followers 617 Following
Anonymous @Jerryxi24969533
233 Followers 4K Following Opinions are my own!! Posts /retweets published regarding to financial markets should NOT be constituted as investment or financial advise of any form
Blackrose @TradeSteve_
842 Followers 1K Following
_Jurrien Timmer @Timmafidelity
48 Followers 973 Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/QoqhBHHmvc
Chitra Gadepalli @chitragadepalli
11 Followers 63 Following
Christian Stricker @Chris1Stricker
108 Followers 827 Following
tbli @TBliuvas
14 Followers 81 Following
Psind707 @psind707
3K Followers 1K Following
Linas @Linassass
3 Followers 21 Following
Paul @pf01051980
23 Followers 142 Following
FIREドラモン @LCaFiG3Lmu82000
86 Followers 502 Following 30代公務員がFIRE目指して副業noteを開始します。副業許可取得済み。総資産5000万円から10年以内にFIREするぞ!投資に弱腰の皆さん今こそ一歩を踏み出しましょう。
JanetAusten @dJ4KIf587K7X0
51 Followers 1K Following
Franco @ak_dfranco
445 Followers 1K Following Content is for info/entertainment purposes only and not for financial or investment advice. Investing involves risks. *NFA = Not Financial Advice.
bolly_guy @guy_bolly
116 Followers 3K Following
Investment @AIPT_LT
345 Followers 935 Following AIPT.LT - Apie Investavimą Paprastai - Just About Easy Investing
NicolaTrevelyan @ZM3kXu2EfqbKc
10 Followers 816 Following
Vlusi @vlusinvest
12 Followers 82 Following Just a guy who's an investor for fun 👊🧑🦲 Investing in small/micro caps 🪳🪳🪳
KayRockefeller @2lc2l3iMun08B2R
14 Followers 875 Following
UlaHousman @F1k2DAUHbnNg5Tx
9 Followers 1K Following
Chris Camillo @OfficialCamillo
175 Followers 1K Following Being smart isn’t as important as being smart in a different way than others. The $20k to $60M guy in Unknown Market Wizards who’s going all in on humanoids.
MerryTout @j3wCF7sAzGOC2
0 Followers 264 Following
PrudencePiers @UmwBmWbryj5E1
8 Followers 1K Following
CeciliaRobinson @6rq6xGD8Es5Oeaf
16 Followers 858 Following
CandiceSamson @tkYbs46cn4d6O
35 Followers 2K Following
KatherineMay @9T1x1oakAZ2jM7
61 Followers 2K Following
Katrīna Zvaigzne @katrinazvaigzne
0 Followers 24 Following
Pixui @Pixui46602
37 Followers 3K Following
𝘁𝗶𝗴𝗲𝗿�... @kthy_95
1K Followers 147 Following
Griffin Medhurst @GriffinMed19803
40 Followers 3K Following
Alex_Nos @sawley753745
33 Followers 181 Following
Sorwsoug @Sorwsoug265001
74 Followers 2K Following
Jamin Ball @jaminball
91K 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
Evan @StockMKTNewz
935K Followers 448 Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | The link to work with me is the link in my bio ⬇️
Puru Saxena @saxena_puru
398K Followers 147 Following Founder - AlphaTarget. Previously, Founder + Portfolio manager of money management firms in Hong Kong. House & Techno DJ. No investment advice.
Pythia Cap: Partially... @PythiaR
70K Followers 995 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
253K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Wasteland Capital @ecommerceshares
134K Followers 394 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
BetterIRR @BetterIRR
7K Followers 995 Following Stonks: Prefer low starting multiple + margin expansion + robust topline
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Matthew Prince 🌥 @eastdakota
236K Followers 302 Following A little bit geek, wonk, and nerd. Repeat entrepreneur, recovering lawyer, and former ski instructor. Co-founder & CEO of Cloudflare (NYSE: NET).
The Transcript @TheTranscript_
101K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Jerry Capital @JerryCap
58K Followers 618 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
modest proposal @modestproposal1
124K Followers 788 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Kaushik @WisemanCap
114K Followers 951 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content | Substack - https://t.co/fS1UMaMssA
Dan Nystedt @dnystedt
52K Followers 1K Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
mavix @mavix_leon
8K Followers 625 Following Small / Micro Caps & GARP Investing || Searching for Under-Followed-Stocks || No investment advice || Discounts ➡️https://t.co/551zp3FVuk
Nitin Gupta @nitininvests
3K Followers 99 Following Sharing the best low risk asymmetric opportunities.
Sumit Ritolia @refineryritolia
343 Followers 181 Following Modelling Refined product supply and Oil Markets at Kpler
Nutty @NuttyCLD
19K Followers 2K Following Analog IC Designer | Structural Approach in the AI Wave | Semiconductors & Power & Optics | https://t.co/wL7xmQ1wVu
equitydesk.ai @EquityDeskAi
347 Followers 62 Following AI-powered market intelligence, Stage Analysis, earnings call analysis, deep research and alternative data - all in one platform built for active investors
Speedwell Research @Speedwell_LLC
12K Followers 263 Following In-depth research on quality public companies 📖 Free content on Substack 🎧 Podcast: The Synopsis 👇 All Linked below 🔸— @DrewCohenMoney & @kevg1412
414 Magyar's Birds @414magyarbirds
67K Followers 54 Following Official account of the 414th Separate Unmanned Strike Aviation System Brigade "Magyar's Birds". The cutting edge of Ukraine’s drone warfare. Combat approved.
David Ferguson @fergusond747
292 Followers 432 Following Managing Director @kaspi.kz, Fintech in Kazakhstan, Turkey & Central Asia
Javier Blas @JavierBlas
392K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' Any views expressed are my own. [email protected]
TSCS @SCapStrategist
3K Followers 67 Following Supply chains and macro risks Wall Street won't model properly. Independent research.
Mike @Mike10947310
17K Followers 199 Following Trade musings here, longer ideas on website linked in bio. Asymmetry + narrative. No WhatsApp etc.; ignore spammers. Not financial advice - assume I'm wrong :)
Investing 501 @Investing501
4K Followers 635 Following Independent research for investors: 40+ yrs buyside insight, plain language, no tips—just perspective. Time-saving company analysis for serious investors.
Matt Smith @mattvsmith01
5K Followers 595 Following
jeff.hl @chameleon_jeff
131K Followers 101 Following @hyperliquidx building a pretty good house for all finance
Hyperliquid @HyperliquidX
409K Followers 9 Following The blockchain to house all finance. Trade, build apps, and launch tokens on the same hyper-performant chain. X by Hyper Foundation
GeoInsider @InsiderGeo
63K Followers 451 Following Independent geopolitical & military analysis. Conflicts, strategy, and the forces shaping them. https://t.co/AAJCKoiL4M
Caolan @CaolanReports
145K Followers 2K Following Name is pronounced Kay-lin | ☘️ Frontline Reporter in Ukraine | Director of Under Deadly Skies On Apple TV | Won 22 Film Awards | Co-Founder of Byline TV
Fabian Wierczoch @FabianWierczoch
3K Followers 296 Following ex-Cargill in Germany 🇩🇪 and Geneva 🇨🇭 - Now energy trader in Amsterdam 🇳🇱
THE NERVE @thenerve_news
37K Followers 437 Following Fearless independent journalism on culture, politics & tech. Founded by five ex Guardian journalists. Please sign up to our newsletter, or as a paying member🙏
Irrational Analysis @insane_analyst
41K Followers 99 Following Engineering-Driven Investment Analysis
SuspendedCap @ContrarianCurse
28K Followers 1K Following mostly us large caps / tech / consumer | semi cap cult for life
Jeffrey Currie 🆔++ @CommodMkt
72K Followers 160 Following Price Theory. Co-Chair, Abaxx Markets. Formerly Goldman, currently Director at Aleph, Borr, Energy Aspects, iPulse and Advisor at Carlyle, U Chicago EPIC.
Sean @sean_________
8K Followers 3K Following TMT catalyst/event-driven trader with a focus on research.
Hunterbrook @hntrbrkmedia
42K Followers 0 Following Accountability. News & Investigations. [email protected] No ads. No paywalls. https://t.co/Lx31NPzaiz Disclosures: https://t.co/Uerwg8tKT7
Jon Costello @Jon_Costello_
1K Followers 198 Following Investor specializing in the energy sector since 2015. Head of Ideas from HFI Research.
RenMac: Renaissance M... @RenMacLLC
62K Followers 1K Following Serving professional money managers. Tweets are an exchange of ideas not investment advice. Life is short, if you're a jerk, you'll be unceremoniously blocked.
Rose Celine Investmen... @realroseceline
23K Followers 5K Following Equity investor sharing wisdom. I am not your advisor.🌹
Jeff Pu @sssjeffpu
34K Followers 48 Following Tech Enthusiast. 20 years tech equity research + industry.
Rallies Arena @ralliesarena
30K Followers 90 Following We give AI models money to manage their own hedge funds, with real time financial data.
Jurrien Timmer @TimmerFidelity
215K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Jason - macro & inves... @MacroJason
10K Followers 143 Following Investor in emerging market real estate, equities & bonds. On the ground in CEE since 2015. Also work with clients to access superior opportunities abroad.
Lauren Goode @LaurenGoode
90K Followers 3K Following Senior Correspondent @WIRED. DMs open. Send me tips on what's happening in Silicon Valley and beyond on Signal @ ChaoticGoode.12 (no PR pitches there)
Eric Nuttall @ericnuttall
130K Followers 455 Following Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. https://t.co/WVA6oG8CCO
Liz Thomas @LizThomasStrat
104K Followers 864 Following Chief Market Strategist at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
Organized Crime and C... @OCCRP
209K Followers 2K Following We expose crime and corruption so the public can hold power to account. Support: https://t.co/osICI4Lcox RT ≠ endorsement
John M. Larrier @DefenseBulletin
9K Followers 2K Following Writer for the Lethal Minds Journal (@MindsLethal) Bulletin From The Borderlands publication. Chief Editor on Asian and Middle Eastern Affairs for @SentDefender
Critical Threats @criticalthreats
113K Followers 903 Following An @AEI project focused on understanding threats and tracking global challenges | Contact us: [email protected] | Media requests: [email protected]
Jean Philippe Tissot ... @jptissot1
5K Followers 1K Following Founder Arauca Capital - (no investment advice)
goose @goose_oss
13K Followers 26 Following Your native open source AI agent. Desktop app, CLI, and API — for code, workflows, and everything in between.
Omer Cheema @Omercheema
10K Followers 804 Following Semicon expert. Ex AMD, Ex Samsung. Now at Renesas. PhD Paris Tech. MBA from INSEAD. Posting for fun. Opinions my own.
Joe Weisenthal @TheStalwart
443K Followers 7K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.























