Nick F @Stock2Stock
“When you rely on the research of others you can only know what they know”. L/S Equities Analyst. NYC. Manhattan, NY Joined February 2017-
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@AdamSchefter Can't even drink and drive in Wisconsin anymore? If anyone Wisconsite @JJWatt should know this and refuse the job
Cycospora or not that combo is going to give you explosive diarrhea @heatherhaddon
Any idea what these planes are with escorts flying over #Brooklyn ? There’s been two now.
Are these the right questions to ask about $NVDA from here: Can it sustain $1t #Rubin & #Blackwell run rate thru 27? Will input costs squeeze margin below mid-70s? Can market share and cost premium be maintained ? If not what are the main questions? #Nvidia
@BrianSozzi No it doesnt? And how does that work for online order which is an increasing share?
Why didn't $BE give backlog like they've given the last couple of quarters?
$BE Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $751.1M (Est. $535.3M) 🟢 🔹 Adj. EPS: $0.44 (Est. $0.084) 🟢 🔹 Adj. EBITDA: $143.0M (Est. $52.9M) 🟢 🔹 FY26 Revenue Growth Guide: Midpoint raised to ~80% y/y, up from prior ~60% Segment Performance: 🔹 Product Revenue: $653.3M (Est.
$CECO sits right at the intersection of a bunch of megatrends: DataCenters, Electrification & Reshoring. Raised guide and mentioned they booked their ever largest NatGas order this month Sell-off after Thermon acquisition was a gift Helpful YouTube too youtube.com/@ceco-environm…
Am I crazy to take a stab at $SPGI before tomorrow's print? They OWN these key data sets and the infra around them. How is AI gonna get that data? IMO, $SPGI has a better moat than something like $SNOW -- which has similarly taken a beating but has much less profit.
$NUE RECAP: Start-up costs down 36% from last-yr pushed up profits -- this should continue through the year. +FCF for the qtr & should ramp thru yr. Steel mill shipments blew out Good print as American steel continues to be THE beneficiary of Trump's protectionism
Why am I wrong about liking $NUE into the print tonight?
Not sure what to make of the $AMKR quarter. Top line whisper seemed to be +25% -- they did +27%. Computing revs +22% (vs implied whisper of +25-27%) and comms revs +14% (vs. +15% exp). Automotive showing signs of life. Wouldn't press any short here personally
Why am I wrong about liking $NUE into the print tonight?
Anyways $LEN is a Miami-based starter homebuilder w/ (I think? @shovelsai any color?) about 25% of its current homebuilds in Florida. $RJF is the only the only major wealth services firm headquartered in Florida -- has 825+ in-state offices. $NEE owns Florida Power & Light
wsj.com/economy/florid… What do the economics books say happens when more supply comes available as demand is slowing down? Not an expert
For the better part of a decade, New York consistently held the nation’s largest inventory of million-dollar homes. However, in a major geographic realignment, the Miami metro officially surpassed New York by the end of 2025" @NAHBhome
@allday_stocks Can someone tell me if this $NE was a good quarter? Mindlessly shorted on some workforce data. Reading up on the company and it seems to be the industry blue chip. What's it going to move on? Im a consumer guy that trades names like Build A Bear. A bit out of my depth here...
Got to watch the sunrise from on top of the @EmpireStateBldg on Saturday morning
How much of this is just the 2 higher earning buckets living in HCOLs like SF and NYC? 200-300k is likely where major chunks of people in SCOLs top out.
Avoid lifestyle creep at all costs... via @GoldmanSachs theideafarm.com/wealth-managem…
@WSJ Thoughts on pressing the short below 350? $DPZ Feels like where $LULU was this time last year. Valuation had gotten waxed but narrative was clearly against it and has gotten hit more
@WSJ wrote about it back in January: wsj.com/business/hospi… Txn data showed the trend had continued thru the qtr
This morning $DPZ reported another deceleration -- +3.5% mostly on price, vs +4.8% expected, from +5.5 LQ. Remember in 2019 you'd see the girlies talking about 'Any pizza can be a personal pizza'? That was peak pizza GLP-1s and the de-epic-ification of food has hit pizza hard
Aurora @waded61192892
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LocalRetailAlliance @Retail_Alliance
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Puzzled Inc @PuzzledInc
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John Archer @johnarcherAA
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OddStats @OddStats
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Bloomberg @business
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The Terminalist @TheTerminalist
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Joey Politano 🏳️... @JosephPolitano
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Kai Wu @ckaiwu
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Bob Elliott @BobEUnlimited
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Thomas Thornton @TommyThornton
132K Followers 8K Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund manager
Liz Ann Sonders @LizAnnSonders
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GlobalData.TSLombard @TS_Lombard
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Lloyd's List @LloydsList
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Barry Ritholtz @Barry_Ritholtz
1K Followers 324 Following My backup account! (See @Ritholtz) Chair/CIO of RWM https://t.co/FuJw7xbbio Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
Ned Davis Research @NDR_Research
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Google Cloud Tech @GoogleCloudTech
1.3M Followers 2K Following Follow along for how-tos, demos, product news, and more. For company updates, check out @GoogleCloud. Watch #GoogleCloudNext on demand ⬇️
Joe Weisenthal @TheStalwart
447K Followers 7K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
Tracy Alloway @tracyalloway
211K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
The Kobeissi Letter @KobeissiLetter
2.5M Followers 593 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Pierre Andurand 🇺�... @AndurandPierre
74K Followers 2K Following Hedge Fund manager specialized in commodities. GLORY_WS co-founder and chairman. Life long learner. 7 MSc. Oxford, Columbia, LSE, JHU, INSA and HEC alumnus
Javier Blas @JavierBlas
397K Followers 2K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' Any views expressed are my own. [email protected]
HFI Research @HFI_Research
122K Followers 77 Following Contrarian Investment Research: Energy (Oil & Gas)
Serenity @aleabitoreddit
1.0M Followers 201 Following Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.
Neil Saunders @NeilRetail
29K Followers 3K Following Managing Director of GlobalData Retail, founder of Conlumino. I analyze all sorts of things to do with retail, shopping, and consumers.
The Wall Street Journ... @WSJ
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Financial Times @FT
7.0M Followers 1K Following Big stories and breaking news as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
Placer.ai @Placer_ai
6K Followers 5K Following 📍The most advanced #locationanalytics platform for anyone with a stake in the physical world. #retwit #foottraffic Learn more @ https://t.co/s1SfNap7LB
MarineTraffic @MarineTraffic
126K Followers 735 Following The #1 ship tracking service in the world. Available on the web https://t.co/YmiB0QzxyX and mobile app https://t.co/YVWnhe8jt0
Citron Research @CitronResearch
383K Followers 559 Following Citron Research | Since 2001, delivering bold market analysis & investment insights. Led by Andrew Left, empowering informed financial decisions worldwide.
Martin Peers @mvpeers
4K Followers 237 Following Columnist and editor at The Information, WSJ alumnus, longtime media reporter
Daily Chartbook @dailychartbook
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Pete Najarian @petenajarian
213K Followers 3K Following Co-Founder of @marketrebels | Formerly a Star of @CNBC’s Halftime Report | Ex-NFL Linebacker | U of Minnesota Hall of Fame | Color for @ESPN College Football
Dominic Chu @TheDomino
76K Followers 2K Following Senior Markets Correspondent for @CNBC. Now you know & knowing is ½ the battle! Tweets mine, retweets ≠ endorsements. This is my ONLY account on X 👍
Bob Pisani @BobPisani
166K Followers 298 Following Speaker and Emcee | Former CNBC Senior Markets Correspondent & Trader Talk Blogger, 1990-2025.You might like
