Tanner Invests

1.3K posts

Tanner Invests

Tanner Invests

@Tanner_Invests

I love stocks. Fintech Enthusiast — turning commissions into convictions. B.S. in Finance. Not financial advice. YT: https://t.co/LnbiRuJure

Beigetreten Ocak 2025
276 Folgt1K Follower
Angehefteter Tweet
Tanner Invests
Tanner Invests@Tanner_Invests·
Soo.... I just ran the numbers and officially have $1M net worth!! 🥳29 years old. No financial help from parents. I graduated college with $86K in debt and a finance degree. Hard work and long term investing got me here. Let's keep this going!! Ty for everyone's support on YT and X :) Ty @amitisinvesting @Futurenvesting @Kross_Roads @FunOfInvesting - mostly you lads that I've been watching for years. Cheers!😊
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Capybara Stocks
Capybara Stocks@capybaraReborn·
I now have a $1m position in $BMNR @BitMNR is heavily undervalued at the moment amidst crypto pressure and DAT collapse across the board. Likely a good entry point here.
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Tanner Invests
Tanner Invests@Tanner_Invests·
Literally. Not a single human being ACTUALLY thought it was SpaceX. The “meme” was originally that people should buy SPCE on the day SpaceX goes public because “some would confuse it with SpaceX”, but the idea went viral and people started degening into it early for the meme to pump and dump.
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Increase
Increase@DerrickIncrease·
@FunOfInvesting I still say it was more of a meme pump and dump. Most everyone knew it’s wasn’t actually SpaceX. Good call on the timing tho :)
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Chris Camillo
Chris Camillo@ChrisCamillo·
You guys have been crushing Sweetgreen wrap launch channel checks. Keep it up. My turn. North Texas suburban channel check. Clerk sees lift in foot traffic since launch. Wraps are ~15% of orders. Repeat wrap orders confirmed. 50% of wraps are pickup. Best new alpha: wrap ticket sizes are higher than salads/bowls because customers are adding chips/drinks more often. That last part matters most. Still way too soon to have conviction in this highly speculative trade. Wall Street looks to be trading $SG down today as transaction data isn’t yet showing meaningful improvement. Early channel checks suggest possible upside, but the jury is still very much out. Restricting carbs, so went bowl today.
Chris Camillo tweet mediaChris Camillo tweet media
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Tanner Invests
Tanner Invests@Tanner_Invests·
TAM = Total Addressable Market. It's a common acronym to help identify how large a company's market is. Social Arb = Social Arbitrage. It's when you use social trends to try and get an edge on stock movement. Example in this case: Chicken wrap is going viral on social media, therefore there is a chance the stock acts positively due to the virality. No doubt, $CAVA may be a better long term investment than $SG, but Chris isn't comparing the two. He's looking at short term trends.
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YN Investor Club
YN Investor Club@YNinvestorclub·
@Tanner_Invests @ChrisCamillo I don’t even know what TAM is. Social arb sweet greens? Ain’t not black niggas pulling/lining up to sweet greens. It’s all $CAVA. I pull up to $cava right now and there will be a fat line.
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Tanner Invests
Tanner Invests@Tanner_Invests·
@YNinvestorclub @ChrisCamillo If you're a TAM investor for long-term, sure. But I'm sure Chris Camillo is not. He's using social arb to trade the stock short term.
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YN Investor Club
YN Investor Club@YNinvestorclub·
@Tanner_Invests @ChrisCamillo Not about location but gives you an idea of how small they are compared to their competition. Sweet green and Tender Greens only do metropolitan areas because it would fail anywhere else. They are very limited with lots of comp.
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YN Investor Club
YN Investor Club@YNinvestorclub·
@ChrisCamillo You’re cooked Chris. Nobody eats that shit. It’s all about $CAVA. Locations for Cava Vs Sweetgreens Vs Tender Greens
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DB Visuals | Video Editing & YouTube Growth|
DB Visuals | Video Editing & YouTube Growth|@DB_Visuals_·
@CMDarnton0 You are right. Bought crypto in 2020, most of my portfolio in “safe” coins and made 0 money from it. In fact I am down on all investments so pretty sure crypto is garbage and better off in incesting in gold and real eastwte so I bought a property last year
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Christian Darnton
Christian Darnton@CMDarnton0·
Over a decade later, crypto still has no real-world use case.
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Tanner Invests
Tanner Invests@Tanner_Invests·
@SylentTrade $16.29 is a good entry, but it wasn't the bottom. It was sitting in the $15 range for nearly 3 months.
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Tanner Invests
Tanner Invests@Tanner_Invests·
@wealthmatica I never understood the reasoning behind $PATH. Huge value trap and there's like 200 other stocks outperforming them on growth.
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Wealthmatica
Wealthmatica@wealthmatica·
Likely will exit $PATH and rotate into higher conviction opportunities. Thesis may work, or it may not. I’m not longer convinced. There are much cleaner and obvious opportunities in the market right now –of which, I could put this money to use. Example: $ZETA or $NOW I’ll let you know when I exit.
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Tanner Invests
Tanner Invests@Tanner_Invests·
$SOFI I had to tell someone. Sorry wifey
Tanner Invests tweet media
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Tanner Invests
Tanner Invests@Tanner_Invests·
$ZETA’s proprietary data is going to be huge for LLM advertising, hence the OpenAI partnership. It sounds like Larry agrees with @dsteinberg10000’s comments on @basispointpod.
Vivek Sen@Vivek4real_

LARRY ELLISON: AI IS RAPIDLY COMMODITIZING BECAUSE MOST MODELS ARE TRAINED ON THE SAME PUBLIC INTERNET DATA. THE REAL COMPETITIVE EDGE ISN’T THE MODEL ANYMORE — IT’S ACCESS TO EXCLUSIVE, PROPRIETARY DATASETS. THAT MAY BE THE ONLY MOAT LEFT.

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Tanner Invests
Tanner Invests@Tanner_Invests·
@bjmtweets @Austen IMO it’s hard to believe that their largest customer forgot to set usage limits, yes. A large customer at that scale is very likely tracking activity and token usage regularly. Headline sounds like fake news
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Brian McCormick
Brian McCormick@bjmtweets·
@Austen Anthropic’s run rate is $47B, which would be about $4B in a month. Is it that hard to imagine their biggest customer spends $500m in a month, or 12-13% of revenue?
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Austen Allred
Austen Allred@Austen·
Im calling BS on this story. 1. That would be 100,000 employees spending $5k/mo each or 10,000 employees averaging $50k/mo each. No way. 2. Anthropic isn’t going to float that much on an invoice without checking in 3. The source being a consultant talking about a client = lie
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Tanner Invests
Tanner Invests@Tanner_Invests·
@scottersen @SoFi Don’t hate the bank, hate the game. I’m glad others have pointed out SoFi Plus. I hope you’ve learned a thing or two about how rates work today
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Scott Ottersen
Scott Ottersen@scottersen·
I love how I switched my savings to @SoFi because of their high APY. I haven't even have my money in for ONE MONTH YET & they already lowered that APY. Good times. Banks are stupid.
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Tanner Invests
Tanner Invests@Tanner_Invests·
@bjmtweets What’s your overall thesis on $RBRK? $DDOG earnings got me excited, and $ZS got me not so excited. I understand these are not direct competitors, but I’m looking at total ai-cyber adjacent spend IT spend
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Brian McCormick
Brian McCormick@bjmtweets·
If I had to make an equal weight 10 stock portfolio, this would be my top nine right now: $ROOT $CELH $DECK $MELI $NU $KLAR $GTLB $RBRK $IOT What should be the tenth?
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Entdecken

@capybaraReborn @BitMNR @EricSpracklen @FunOfInvesting @YNinvestorclub @ChrisCamillo @DB_Visuals_ @CMDarnton0