Wasteland Capital @ecommerceshares
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. London Joined March 2012-
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PCE +3.3% and Core PCE +4.2% year on year. An acceleration from June, but in-line with estimates. Where next, incomes and prices? And how will the Fed read this?
Current FinTwit stock cases breakdown: 28% “This is a great company” 22% “Look! Chart!” 20% “Down 85%? Will bounce like $META!” 12% “Huge losses? Investing in the FuTuRe!” 10% Delusional forecast 7% “But, capital returns!” 1% Financial analysis 0% How returns will work from here
OnlyFans generated $5.6bn in gross payments, $1.1bn in revenue and a $525m profit in 2022. The number of “creators” increased +47% to 3.2 million, and the number of “fans” +27% to 239 million (!). The owner paid himself a $338m dividend. 🫤
Seldom seen so many unilaterally bearish market calls on Twitter as in the last 24 hours. 🤔
Will those who bought large cap tech early this year take the profit at some point, or not? Or add? I’m not talking about those who held losers all the way down (they’re still down), but funds who bought new positions with cash inflows. What market dynamics could we see here?
$NVDA BEATS LIKE A SCREAMING ORGASM! 🤤 💦 +101% growth, Data Center +171% y/y, +141% q/q. 😃 Record gross margin at 70.1%, +5.5pts on last q. $6.4bn in OpCF, up from $2.9bn last q. Q3 guide $16bn rev vs $12.5bn consensus! JUST INSANE! 🚀 Jensen is EMPEROR OF ALL TECH! 👑
Goldman’s list of “controversial” stocks: Owned by many hedge funds (popular!), yet with high short interest. Quite a few earnings season dogs on this list, like $PTON $DKS and $FTCH. A handful of winners like $ANF.
Largest short positions by hedge funds: $TSLA on top, by far! Otherwise a mixed bag of companies & sectors. Semiconductors still looks like the most shorted sector on here, but $NVDA which was the clear #1 on this list exactly a year ago is no longer on it.
Flashback from a year ago: $NVDA was the single largest short position among hedge funds, and semiconductors the #1 shorted sector. Noone had even heard of AI! 🥲 Energy was the #2 sector and has done… fine.
Flashback from a year ago: $NVDA was the single largest short position among hedge funds, and semiconductors the #1 shorted sector. Noone had even heard of AI! 🥲 Energy was the #2 sector and has done… fine.
The ARM financials look sad! Revenue at $2.68bn actually shrank 1% last year and 2.5% last Q, earnings dropped 53% last Q. They want to IPO this at $60-70bn (according to CNBC), which would imply 22-26x revenue. What 🤡 would pay this? And what is Masa smoking?
$NVDA up a sweet 16% or $160bn since last week’s “generational buy-the-dip opportunity”. 😝 I’m not sure people realise how much global wealth is now fully dependent on NVidia printing strong numbers & guide on Wednesday. If it keeps going, so will others. If not…
The weirdest thing about Goldman’s whole foray into mass market banking is that it tried to run a McDonald’s-type business with the cost base of a #1 rated 3-star Michelin restaurant. You can’t cook and sell 99c hamburgers with a cost base of a $750 tasting menu.
Adyen continues to fall. Now down more than 50%. When you buy something at 26x forward revenue, you better be ready for the repercussions when growth slows and margin tanks, and people start running for the door... $ADYEY
Business idea: Ozempic, but for bad financial decisions.
After the Adyen earnings, Stripe investors are now down 50% on the latest $6.5bn round from March, which all went to cash out employees. But at least they don’t have to mark to market, so they can delude themselves thinking they’re fine. And so the wheel of time turns...
$FTCH This inflamed wart of a “business” twitching like a vampire being splashed with holy water. Revenue -1.3% at $572m, missed by $80m (~14%) 🤮, -$281m NET LOSS, cash burn -$211m + SBC $116m. Debt looks high! CEO has the credibility of a backstreet hooker: all promises & pump!
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Quartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Brandon Beylo @marketplunger1
73K 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
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Joseph Carlson @joecarlsonshow
39K Followers 181 Following I buy compounding machines. Follow The Joseph Carlson Show on YouTube.
Alex Morris (TSOH Inv.. @TSOH_Investing
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MT Capital @MT_Capital1
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Yellow Lab Life Capit.. @YellowLabLife
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Heavy Moat Investment.. @stonkmetal
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Matt Warder @mfwarder
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Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Sam Lawhon @lawhon_sam
21K Followers 650 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Yaron Naymark @1MainCapital
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Brett Caughran @FundamentEdge
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multi cap ideas @multicapideas
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Ziano ⚛️ OwO @SaroneSifu
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rl @richlee133
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DNAS @maxeddrawweight
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introboy @coffee_crumble1
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Matthew Cochrane 💎 @TheMattCochrano
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APG @not4research
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Dee @drugmoolah
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hilfperptuti1972 @hilfperptu41537
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Neil Khosla @DrawafadeN
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George Williams @GW_Investor
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uh @jajsudjdhdjd
0 Followers 699 Following
briddellyani1986 @briddellya65652
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IIII @paek_john
123 Followers 350 Following
Punished Goodolcathol.. @wyrmstepper
135 Followers 320 Following ☦️“It is easier to agree on what concerns God than on what concerns men”☦️
raisussnota1972 @raisussnot49900
27 Followers 27 Following
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Quartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Brandon Beylo @marketplunger1
73K 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
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Joseph Carlson @joecarlsonshow
39K Followers 181 Following I buy compounding machines. Follow The Joseph Carlson Show on YouTube.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
MT Capital @MT_Capital1
21K Followers 910 Following 🇨🇦 | Engineer | Founder of MT Capital Research | Join 11K+ subscribers👇 | Inquiries: [email protected]
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
DaRazor @akramsrazor
17K Followers 602 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Bill @wabuffo
23K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Emil Baggie.tinkaren @Edark94
11K Followers 806 Following Swede with an interest in commodities & shipping | MsC Advanced Computing KCL | 🪳 #Tin cockroach 🪳| Armchair geologist
RTB 🚀 - AKA Mr Wen @RaisingTheBAR47
15K Followers 898 Following Challenging ShitCo+Ponzi mgmt and Furus on their BS. Not investment advice. I’m an idiot
Lauren Balik @laurenbalik
11K Followers 1K Following Data Wrangler. Investor. Bearish on most things. Human capital, infrastructure, SaaS. Writing things here: https://t.co/9Edqal5SsL
Ben Pouladian @benitoz
4K Followers 1K Following Father (x3!), EE, entrepreneur, investor, real estate developer, super angel, AI 🤖, biotech 😇 @ypo @TerasakiInst ❤️ asymmetry 📈🇮🇱🇺🇸💪🏽
Fundamental Research .. @fundam_inv
8K Followers 448 Following Ex-“Sell-side, M&A, FPA, Institutional money management @ $ DD Bil Funds” | All tweets are personal opinions
Truth In Numbers (Dan.. @Truth_in_Number
6K Followers 564 Following Wading through the hyperbole and rumors to find the data that tells the story
SpotGamma @spotgamma
107K Followers 191 Following We analyze the options market. Daily commentary: https://t.co/XTAUMUtGlI YouTube: https://t.co/s0HBvNufnw… Disclaimer: https://t.co/3dBKPL2sgx…
David Talbott @HedgeyeDT
3K Followers 265 Following Not Investment Advice. Research available for subscription at https://t.co/0C62wb4bnE
ned @neddyj0608
273 Followers 1K Following financial advisor, trader nothing I tweet, retweet or like should be construed as investment advice
Zillow Gone Wild 🏡 @zillowgonewild
619K Followers 10 Following join the zillionaires 🏡. email me wild homes: [email protected]. Subscribe to the Zillow Gone Wild newsletter to never miss a wild home 👇
Namzes @Namzes_G
12K Followers 1K Following Market timer, hurst cycles forecast, technical analysis, commodities, oil, gold, BTC Bitcoin ETH Ethereum stock market SPX QQQ IWM. NFA https://t.co/9lvRX4fPj8
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.
Kailash Concepts @KailashConcepts
16K Followers 3K Following Behavioral #Finance, Portfolio Strategy & #Quantamental Tool Kits Built by a Team with 70+ years of Experience Disclaimer: https://t.co/uKOhDw5JGy
StockCats @RealStockCats
6K Followers 562 Following StockCats new account - Instincts - Specializing in market satire - FinTwit - Financial Media Critic - Never take investing advice from your neighbor's cat
Mikhail Parakhin @MParakhin
17K Followers 21 Following
Angie G @MomAngtrades
55K Followers 624 Following Investor | Trader | Married Mom of 3 |$TSLA | Not in Epstein’s Blackbook | Spelling Bee Qualifier 1992 | I like my water like Kyrie Irving likes his Earth, Flat
XDefiant @PlayXDefiant
218K Followers 0 Following XDefiant is a free to play, first-person arena shooter. Register on the website for info and updates. ℹ️ More: https://t.co/mTKhdR6xXi
Daniel @MnkeDaniel
90K Followers 174 Following I break down Investing and Psychology Concepts. For Company Research and my Portfolio, click here: https://t.co/xJk4Ru4uvA
Jeff Wright @1991Wolfpack
3K Followers 802 Following Family Office CIO, NC State & USC Alum, US Naval Officer. Indiana U & Johns Hopkins Parent. Not investment Advice
Team Vitality 🐝 @TeamVitality
763K Followers 422 Following World Esports Club since 2013 #VforVictory | 36-time Champions 🏆 | Home @VitalityHive 🐝 | Customer service: @TeamVitaSupport
JaguarAnalytics @JaguarAnalytics
36K Followers 230 Following Professional equity and option trade ideas with in-depth research based on 3-pronged approach: Fundamentals, Technicals and Options Activity
Heisenberg @Mr_Derivatives
130K Followers 423 Following Stock Market Commentary. Long/Short Ideas. Technical Analysis. Occasional Rants. Sprinkle of Humor. Not Financial Advice. Other channel: @Heisenberg_100k
Mckay Wrigley @mckaywrigley
147K Followers 439 Following I make AI stuff. Teaching AI skills @TakeoffAI, building codegen tools @CodewandAI, open source AI chat @ChatbotUI. Investing in AI startups.
Anish K. Mitra @anishkmitra
7K Followers 718 Following -Comedy, Finance, and Analysis. -10Y on Wall St. (Barclays, Goldman Sachs) -Brown University (Economics). -Queens, NY (forever). Subscribe!👇
Sam ⚔️ Financial .. @financialsamura
41K Followers 775 Following Father, writing about financial independence since 2009 https://t.co/SV3KsncovE
unusual_whales @unusual_whales
1.7M Followers 2K Following Stocks/Options/Crypto/Market News +Tools. Not advice 🐳 who changed 🏛️. Get $50-$5000 to trade: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
FinXKing @ronjonbSaaS
15K Followers 57 Following Ex Software Dev @Microsoft, 20+ years | MS in Software & Nuclear Physics |The Best SaaS/Cloud + Tesla Investor with 97% + recs @ Motley Fool boards | Do your DD
Christophe Barraud�.. @C_Barraud
183K Followers 342 Following CEO and Sales Manager at Market Securities Monaco SAM | Chief Economist | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsement
A.J. Button @AJButton2
5K Followers 380 Following Financial writer/journalist. Not financial advice. RTs aren't endorsements. https://t.co/uBk1EaosVS
Linda Yaccarino @lindayaX
562K Followers 1K Following Driven by industry progress, inspired by provocative leadership, plus don't mind a good pair of shoes or a great @PennStateFball scoreboard either.
Oliver Groß @minenergybiz
6K Followers 2K Following Investor, consultant, editor, freelancer, interested in mega trends, energy, mining, tech - The more I learn, the more I realize how much I don‘t know. DYODD.
Rhomboid1🇺🇦 @rhomboid1MF
9K Followers 246 Following investor in equities and property,often the wrong side of history, generally tetchy and quick to judge, usually wrongly...also talks too much
Aakash Gupta @aakashg0
115K Followers 440 Following I Write the Product Growth Newsletter 🚀 | Helping PMs, Product Leaders, and PM Aspirants Succeed
Porter Collins @Seawolfcap
41K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Stanphyl Capital @StanphylCap
34K Followers 56 Following Value investor with some opinions. Registered Independent. Beware of copycat scammers using my profile! My name is Mark B. Spiegel. https://t.co/iVzhUmkFI8
Parrot Capital 🦜 @ParrotCapital
24K Followers 901 Following An irreverent wise crackin' FinTwit parrot doing deep due diligence in multiple markets. Nothing I say is financial advice, do your own research. DMs are open.
Robert Bateman @RobertJBateman
6K Followers 3K Following Identified or identifiable natural person • Writes about privacy, data protection, AI, big tech shenanigans • Views 100% represent those of my employer (me)
Jim Fan @DrJimFan
229K Followers 3K Following @NVIDIA Sr. Research Manager & Lead of Embodied AI (GEAR Lab). Creating foundation models for Humanoid Robots & Gaming. @Stanford Ph.D. @OpenAI's first intern.
Jay Siegel @JSiegel88
3K Followers 917 Following Fighting midwit tendencies daily On here for stories -- Really don't care what you think of Powell , Yellen or current multiples - I also have a calculator
Conks @concodanomics
133K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Stephanie Ruhle @SRuhle
812K Followers 2K Following Host of @11thhour on @msnbc M-F 11PM EST, @nbcnews Snr Business Analyst, former: @Bloombergtv, Deutsche Bank, CSFB. L❤️ver of odd #s & even playing fields
the only honest poster on here
The ARM financials look sad! Revenue at $2.68bn actually shrank 1% last year and 2.5% last Q, earnings dropped 53% last Q. They want to IPO this at $60-70bn (according to CNBC), which would imply 22-26x revenue. What 🤡 would pay this? And what is Masa smoking?
Do we need to put @ecommerceshares on a milk carton? We need your take on the $ARM pricing!
The ARM financials look sad! Revenue at $2.68bn actually shrank 1% last year and 2.5% last Q, earnings dropped 53% last Q. They want to IPO this at $60-70bn (according to CNBC), which would imply 22-26x revenue. What 🤡 would pay this? And what is Masa smoking?
@KoyfinCharts $BRDS - Former CFO left a trail of financial restatements due to improper revenue recognition and joined Binance (hmm). @ecommerceshares last write up was too good not to share. x.com/ecommerceshare…
If you’re wondering “where all that money went”, this is the scooter rental co’s $BRDS founder’s Miami mansion. Bird went public at a $2.5bn valuation, and now trades at $98m. Investors lost 96%. Ponzilords at banks, in media & on here enabled this massive grift. Who’s the fool?
Dumb money rusar för att få köpa ARM till 20x sales. #aktier #pratapengar #bubbla
The ARM financials look sad! Revenue at $2.68bn actually shrank 1% last year and 2.5% last Q, earnings dropped 53% last Q. They want to IPO this at $60-70bn (according to CNBC), which would imply 22-26x revenue. What 🤡 would pay this? And what is Masa smoking?
Feasting with my buddy @fkronawitter1 . I don’t know about Huawei vs Apple phones, but Chinese roast duck is the best in the world🥹🙏 @MiamKitty PS. If you think it’s a coincidence the Chinese banned $AAPL same time that Huawei launched a new phone, I got a duck to sell you😝
Good presentation from $INTC's head of Foundry at the Goldman conference. This is the most interesting story for Intel, as the company has been bleeding share in the datacenter and on the client side. The success of the company will really depend on the success of this business,…
Guess what are the two largest weights in the S&P 500 VALUE Index? Microsoft, P/E of 33 Amazon, P/E of 92 Tell me again how indexing makes markets more efficient and does not favor megacap tech stocks 😂😂 What do you say, @profplum99 ?
There's an epic Battle for Narrative right now. Each side is vying to get a landmark share placing out successfully: - On one side, OPEC wants to pump the Saudi Aramco placing through the Inflation narrative - On the other side, Wall Street wants to pump the ARM IPO through the…
Did bugs just evolve their way into avoiding roads lol? I remember when my dad drove for a long time you could hardly see with all the dead bugs
Do NOT, under ANY circumstances, sign into your Apple ID account thru a 3rd party client!!! Cybersecurity analyst here 👋🏼 you will open a backdoor access point that you can’t control or close…that you WILLING handed the keys over…just to send iMessages to a non-iPhone? Don’t.
$PYPL Growth Analysis - A value trap or on the cusp of a revival akin to META's post-4Q22 3x surge? $PYPL Gross Profit (GP) Breakdown - Braintree's Buzz vs. Real Impact on $PYPL: Post the spotlight from $ADYEN highlighting competitions, Braintree has emerged as a focal point in…
This is the reason why Patreon continues to face challenges tied to their growth and viability as a platform, as they’re disconnected from the reality where OnlyFans exists & dominates the market. 🤦♂️
OnlyFans generated $5.6bn in gross payments, $1.1bn in revenue and a $525m profit in 2022. The number of “creators” increased +47% to 3.2 million, and the number of “fans” +27% to 239 million (!). The owner paid himself a $338m dividend. 🫤
Solar deployment is now happening at a roughly $500B annualized rate. Which technology deployments were larger than this? The US's aircraft production during WWII seems to have peaked at maybe $400B (inflation-adjusted). Global datacenter construction appears to be maybe…
@Culture_Crit Patience and consistency Which also happens to be the recipe for anything worth having
How on earth did they do this without power tools or modern machines?
@ecommerceshares Might be time to upgrade the account to "Starfield Capital"
$2.5m of FTX customer deposits were used for Sam Trabucco's Yacht
After an amazing 2023, I sold my entire portfolio on August 15 for a +27% YTD gain. "I've always thought the way to build a long-term track record is when you really see the ball - swing really big. And when you don't see the ball, don't swing." -Stan Druckenmiller-
The predict'oooooooooorr
MAN WH0 HAS PREDICTED A 40% DECLINE IN STOCKS EVERY YEAR SINCE 2010 PREDICTS A 40% DECLINE IN STOCKS AFTER STOCKS FALL 25%.
Some things shouldn't be possible to carve from stone, but the master sculptors managed it anyway. A thread of impossible details of marble sculptures 🧵
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