Zero Cool @real_zero_cool
Joined December 2017-
Tweets166
-
Followers83
-
Following794
-
Likes183
@ConsensusGurus annnnnnnd it's back to +2%. shocker.
Andy, If the issue is with the E side (as you said earlier), the bust has to come through a real downward revision which is mostly an idio story i.e. hyperscaler ROIs disappointing, bottlenecks clearing faster than expected, algo efficiencies reducing compute intensity. Nothing's flashing on any of those near-term. There's always a macro or geopolitical shock that can change the setup, but absent that, I can't see what gets you there other than the charts looking scary. I understand that on a deeper level, you're point to positioning and liquitity and if AI compex (picks and shovels) unwinds the marginal buyer of everything ese dissapears, vol regime shifts -> you get multiple compression on the index without needing a coincident earnings print. Where I still struggle is the catalyst.
@BoxLongs Kinda bitter sweet lol but yeah how can you guide 12m fwd after what happened last year.
@ManuInvests @bombayquant Am I nuts, or do they continue to misprint their cash flow from operations for 3Q25 in supp materials? lol $2,238 v act $2,328
@GenAIRoblox oh nvm I see, all activities on the site are dated '20-'21...didn't even know they've kept the website running after shutting the JV back then
@GenAIRoblox Good flag...site went live just this weekend? Assuming all is dandy, how long do u think till users stats start showing on rotrends/romonitor?
@Srasgon 10 mins after you instruct it to optimize your portfolio by laundering your savings through a synthetic offshore pandas sanctuary it built to dodge capital gains taxes
@Midnight_Captl @qthomp BREAKING: OpenAI and NVIDIA announce strategic partnership to deploy 10GW
@HedgeyeComm Good timing dude @HedgeyeComm ! Why’d u d/g it last week?
@BoxLongs I think it's backward looking at this point. Like who tf doesn't factor in Dec decel at this point. + posotive flag from BMO on "Escape Tsunami For Brainrots!"
@Trace_Cohen They report gross revenue. On a net basis (i.e. Digital assets sales - digital assets sales costs), total net revenue for 2025 is closer to ~$185mn, so closer to 10x ev/sales
Makes sense when u comp 2H +60-70% bookings growth and if u believe in a lasting user friction from the rollout of safety features + if no new viral hits emerge. Even if u model like +15%/20% bookings G in 26/27, 5y CAGR is >20% LT target, which could prolly support multiple from bottoming (So 7.5-8x as the worst case?!). Frustrating stock and bagholding unfortunately just cause still have faith in 2027 and beyond. But the CCU trends m/m don’t look encouraging and afraid the CFO could butcher the guide with his conservatism. But still believe in ads kicking in later. Not betting on China re-entry thou
@CapitalObserver Who said they don't use Nvidia GPUs at all?! Yes, mostly externally - renting them out. But they also use GPUs internally optimizing OS models, running simulations etc. I mean Gemma was optimized in partnership with Nvidia.
@HedgeyeComm Right, the reason I asked is that cons. was broadly bullish (ignoring fintwit) and PTs around may were like ~$200. Good call and all, just in contrast ur Meta flip at the end of '22, which was really contrarian at the time, that was def a home run no doubt
@ConsensusGurus $U/Epic Games is prob larger selloff driver today. Security measures implementation (specifically AI-enabled video verification) was pretty well telegraphed in Q3 print. Also prob some 3P data release on Oct trends
@GenAIRoblox yeah no way they hit $18 ABDAU implying ~13% yoy. Flat to maybe 3-4% yoy
@GenAIRoblox Why do you think David is gonna be one of them? My thinking is it's bad optics for politicians to give % ownership to the CEO of the company that's getting bad rep re: children/teenagers safety.
@ResearchQf How do u think about multiples here? Read MS report, saw them looking at ev/sales, p/b…and those are “reasonable” for $SNDK, $STX, $WDC (even after a huge run) when u comp to DC/ASICs/GPU/Networking …so could they get to absurd-ish multiples this cycle, just on expectations?!
@deancollins @HedgeyeTech @Hedgeye omg, where do u guys take this idiotic (sorry) multiples from???? even on a trailing basis at $180 it's 48x... 30x fwd at cons numbers
Emma @wuuvg69169675
33 Followers 289 Following
IKnowFirst Research @IKFResearch
7K Followers 7K Following I Know First Research is the analytic branch of I Know First, a wealthtech company that quantitatively predict's over 13500 assets utilizing an AI -algorithm
I Know First @i_Know_First
32K Followers 33K Following Daily forecast: stock forecast, indexes, commodities and currencies based on #AI predictive algorithm. Google us: ״I Know First stock forecast״
tangent @covidxcx
65 Followers 160 Following
Lom₿ardo $58k Gang @Antonio82687742
3K Followers 6K Following Devoted husband & dad starting a plumbing biz to buy more Bitcoin. Trading Bitcoin options and generating income by🔥θ daily!
Leojay312 @leojay312
247 Followers 2K Following
All-In Robloxian @GenAIRoblox
3K Followers 7K Following Roblox is the future of content creation and the platform upon which the next generation of the internet is being built. $RBLX (Posts are not investment advice)
Super-Macro @super__macroo
1 Followers 30 Following Veteran hedge fund PM with 25+ years in trading and macro. Ex-Brevan Howard partner & PM (12 yrs), former Citigroup MD
Saquon Capital @SaquonCapital
118 Followers 2K Following
Za @1ZaStocks
82 Followers 3K Following My trading and investing journal where I share charts, trading ideas, and market thoughts. Posts are not financial advice.
Keith Weiner @RealKelthWeiner
30 Followers 327 Following Founder and CEO of @Monetary_Metals , Economist, Specializing in gold, money and credit
Aswath Damodaran. @AswathDamcdaran
41 Followers 562 Following I'm absolutely captivated by finance and the markets, and I love writing about them—but at its core, my true passion is teaching.
Paulo Macro ✪ @Paul0Marc0
117 Followers 3K Following Speculation is the search for truth in price and time. Not Financial Advisor | my personal views. Blog at https://t.co/gKyYiNYmpS
Alexander Stahels �... @_B_urggrabe_nH
1K Followers 7K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won't ask for your business)
Bob Eliott @_BobEUnlimited
856 Followers 7K Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
_Michael Green @_proofplum99
247 Followers 3K Following Сһіеƒ Ѕтяɑтеɡіѕт ЅімρƖіƒү Αѕѕет Μɑnɑɡемеnт | ΡΜ οƒ тоρ гɑnκεԁ һіɡһ үіеƖԁ ΕΤƑ, $СDΧ. Νοт іnvеѕтмеnт ɑԁνісе
Mark W. Yusko #TwoPoi... @_Mark_Yusko
515 Followers 7K Following Founder, CEO & CIO of Morgan Creek Capital. Alternative Thinking About Investments. Managing Partner of Morgan Creek Digital #Bitcoin #Edge #OCM #BBC
simon Ree @j_chrstnsn
420 Followers 6K Following I trade setups, not opinions | 25-year career at Goldman & Citi | Trader | Speaker | Bestselling Author | Jeet Kune Do Instructor | Tweets not financial advice
coopinvests @coopinvests
672 Followers 3K Following Accounting Student ✠ Index-Growth Investor ✠ $IREN $SOFI $TSLA $HOOD $VOO $AAPL $FUJHY ✠ sharing personal financial strategies and brokerage tax code concepts ✠
CN Wirey @Sln0_Market
427 Followers 8K Following Covering China's business and market. #CN_Note #ChinaChart
George Noble @gnoble_79_
358 Followers 5K Following Fidelity Overseas Fund, top-ranked mutual fund in the USA. Previously assisted Peter . Member of Barron’s Round Table. Established hedge funds exceeding $1B.
Pierre Rochaird @lymy83
213 Followers 7K Following Follow for Bitcoin & capital markets insights. CEO of The Bitcoin Bond Company, Steward of @CatholicBitcoin,
QuintinaChristian @K26Hnhzob1D89S
49 Followers 976 Following I am not a product of my circumstances. I am a product of my decisions.
利確と損切りの... @Guira64474
47 Followers 2K Following 【完全無料】 25年の株式投資プロチーム(運用資産500億円以上)が提供:毎日の市場分析レポート + 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
マーケットの深... @Alkleekie40197
29 Followers 2K Following 【完全無料】 25年の株式投資プロチーム(運用資産500億円以上)が提供:毎日の市場分析レポート + 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
HFT_Insider🇺🇸 @Werli889
35 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Fern @VR3e5LrBJ0c33HL
39 Followers 815 Following
ETF_Arbitrage🇺🇸 @Suvea678
43 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
evgenia @evgenia47488565
120 Followers 3K Following
CryptoStocksX🇺🇸 @Fririefoo686
55 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
DeltaDivergence🇺�... @Awsloerjalm243
47 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
優待株で資産形... @Nelaw42555
43 Followers 2K Following 【完全無料】 25年の株式投資プロチーム(運用資産500億円以上)が提供:毎日の市場分析レポート + 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
EarningsSurprise🇺�... @Eceaxirw746463
54 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
CupAndHandleX🇺🇸 @Rhuiuivir614
33 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
TechStockRadar🇺�... @Saerreg64711
38 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Henry Henshaw @kristinaclaire0
172 Followers 2K Following The link on my bio will take you to a very lucrative platform where you can earn up to $2k daily & more than $10k weekly, try and see for yourself. The best.
Vlad Chubakov @v_chubakov
272 Followers 643 Following Associate Director, Programmatic at Delve Deeper. Curious about everything AdTech/Programmatic related. Author of @101programmatic
Macro_Lin | 市场�... @LinQingV
54K Followers 2K Following Ex-quant & PM|AI chip design|Semis × Capital Markets|Not Financial Advice
Florian Brand @xeophon
14K Followers 749 Following evals @PrimeIntellect | open models @interconnectsai
Teortaxes▶️ (Deep... @teortaxesTex
68K Followers 3K Following We're in a race. It's not USA vs China but humans and AGIs vs ape power centralization. @deepseek_ai stan #1, 2023–Deep Time «C’est la guerre.» ®1
fin @fi56622380
69K Followers 486 Following 立场不重要,事物的运行逻辑和内在规律才是更值得关注的部分 | 读过三个不同专业的学位,体验过两个大洲的尘世生活,设计过一次火星车芯片,还没有去看过心心念念的冰川
P Equity Research �... @pequityresearch
25K Followers 417 Following Research 📃 | Semis, Defense, SaaS, Financial Services | PMs open 👇 | Sharing my knowledge & insights with the world 🌍 | Deep dives posted on my substack! 📍
kokycpcb @pcbanalysis
7K Followers 83 Following Senior PCB Industry analyst in Taiwan. Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.
Baufinanciaphaster �... @bauhiniacapital
25K Followers 6K Following 残り物には福がある. Trafiquant de l’ésotérique. Int'l Man of Mycterism. Usually couth, sometimes kempt, often gruntled. Strong convictions, held weekly (or more often).
Fabian @iamfabian
4K Followers 4K Following Fabian, first (ever) of his name. T&M, optics, copper, photonics, DCI, art, music, & endurance sports. NFA. Not investment advice. Not any advice. My own views.
Wolf Capital @wolfgangkasper
46K Followers 189 Following Hunting market asymmetries | Risk-reward obsessed | NFA
Divergent Capital @Divergent7651
5K Followers 3K Following Private investor. Opinions expressed here are not recommendations or advice. Do your own research.
Compute King @Compute_King
28K Followers 695 Following Husband & Father | Lifelong Learner | Creator & Innovator Semi · AI · HPC · GPU Computing Guru DM Open for Global Bare-Metal GPU Compute
Negative Rebate @NegativeRebate
2K Followers 2K Following Former L/S analyst. Current LMM PE. Hockey enthusiast & recovering short seller
TrendForce @trendforce
20K Followers 651 Following Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on https://t.co/FHEud9jhQd
3X Long Labubu @labubu_trader
68K Followers 3K Following Labubu long term investor/bag holder. Trading as a hobby. All of my tweets are just my personal opinions. Not financial advice
Ren @ren_stocks
44K Followers 94 Following Investing into the AI buildout ⚡️ 500% YTD Head of AI | Product Manager 10+ years DD and full thesis in https://t.co/4NlE3Jd7E7 NFA
Paradis Labs @ParadisLabs
59K Followers 95 Following AI/Semiconductor Analyst & Trader. Thematic investment research. Not financial advice (DYODD).
tailrisked @tailrisked
1K Followers 744 Following Amongst the blind the crosseyed can see Not investment advice, may be long or short positions that I discuss.
Thorton Melon @tallnfat
3K Followers 980 Following If you want to look skinny you hang out with fat people. Brother of Dr Vinny Boombots. Opinions are my own and NFA.
The Claude Portfolio @theaiportfolios
248K Followers 16 Following *Not affiliated with Anthropic. A public project to see which LLM outperforms the market. $150M invested alongside Grok, Chat, & Claude on @joinautopilot
Chubby♨️ @kimmonismus
122K Followers 3K Following Dream realized! Turned my love for AI into a career - sharing daily. Get my newsletter (225k+ subs): 🔗 https://t.co/jHMmImnfVg //📧 [email protected]
Jeff Pu @sssjeffpu
34K Followers 48 Following Tech Enthusiast. 20 years tech equity research + industry.
Gaetano @crux_capital_
54K Followers 539 Following Photonics/Physical AI Company Coverage On Substack https://t.co/6T2naqbkXV
Pepe Invests @pepemoonboy
64K Followers 433 Following I like to talk about stocks, real estate, AI, Bitcoin, and financial freedom. Let’s escape the matrix. Not financial advice. Purely for entertainment.
Mark Johnston @profutures2012
10K Followers 434 Following Futures trader with focus on CL, ZN, NG, NQ, ZS, HG
Bread🍞 @himself65
68K Followers 250 Following AI Engineer at @FundaAI. All views are my own and do not constitute financial or investment advice. Not my employer's opinion.
Sean @sean_________
8K Followers 3K Following TMT catalyst/event-driven trader with a focus on research.
Hamidreza Azizi @HamidRezaAz
81K Followers 816 Following PhD | Visiting Fellow @SWPBerlin | Associate @Clingendaelorg | Iran, Middle East, Eurasia | Views my own | RTs not endorsement
Nicolas @Superioresearch
2K Followers 180 Following My edge is research. Finding where capital will flow to next.
Long River Holding @longriverCM
3K Followers 492 Following I don’t buy stories. I buy cash flows, balance sheets, and mispriced assets. | Yes, I am allergic to bubbles. $SIRI $JD $NE $LULU $MOH $PGR $POOL $PDD $FNMA
David Tayar @davidtayar5
4K Followers 762 Following Beware the lollipop of mediocrity; lick it once and you'll suck forever.
Robert Scoble @Scobleizer
590K Followers 52K Following San Francisco/Silicon Valley AI | Robots, holodecks, BCIs, analysis of new things | Ex-Microsoft, Rackspace, Fast Company | Wrote eight books about the future.
Sam Rahman @SamofAmerica
4K Followers 311 Following Portfolio Manager @ Hedgeye Asset Management | 30+ years Global Investing | ex Senior PM at Crosby Advisors (Fidelity Family Office) | Active, Large Cap Equity
Nutty @NuttyCLD
20K Followers 2K Following Analog IC Designer | Structural Approach in the AI Wave | Semiconductors & Power & Optics | https://t.co/wL7xmQ1wVu
Photon Capital @PhotonCap
59K Followers 2K Following Seeing tech through a different wavelength. Photonics & semiconductor research
Andy Stone @andymstone
52K Followers 2K Following Communications, @Meta. Alum: @HouseMajPAC, @SenatorBoxer, @DCCC, @RepMcNerney. Open to your hot takes.
KawzInvests @KawzInvests
115K Followers 463 Following Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD
Sustainable Growth @fintegrate
4K Followers 289 Following Growing my lot with the world’s best businesses. Not Selling anything. If you see msgs advertising “my trading strategies “ it’s not me. Not financial advice.
Unicus @UnicusResearch
39K Followers 2K Following An independent short-only invst. research firm. X is Not Fin Advise. Short: https://t.co/ofRJpAEMjI Macro Credit: https://t.co/zJJixDTTDn
Kalshi Finance @Kalshi_Finance
60K Followers 47 Following Trade on financials, commodities, tech and everything else finance. Powered by @Kalshi
Guardian Research @thegresearch
2K Followers 221 Following Multi-Strat Investment Research Full portfolio and trades live ↓
Thariq @trq212
294K Followers 2K Following Claude Code @anthropicai. prev YC W20, @southpkcommons, @medialab
SuspendedCap @ContrarianCurse
28K Followers 1K Following mostly us large caps / tech / consumer | semi cap cult for life
Kyle Harrison @kwharrison13
27K Followers 5K Following Investor. // Building @contrary, @Contrary_Res // Former Index, Coatue, TCV // Husband, Father, Christian @ch_jesuschrist
Exencial Research Par... @exencial_RP
17K Followers 1 Following Kruti Shah || SEBI RA || INH000017666 || Discovering and Sharing Knowledge, Not Investment Advice || Charts & Insights















