Eduardo Lage

1.2K posts

Eduardo Lage

@Edulage1

Equity Research Analyst, tech focused, father, believer. MAGA! 🇺🇸 I don't speculate; I invest. Not financial advice. Do your due diligence

Miami, FL Katılım Aralık 2022

400 Takip Edilen251 Takipçiler

Sabitlenmiş Tweet

Eduardo Lage@Edulage1·30 Mar

First Bill Ackman, now Gavin Baker. Time to start buying some quality names.

Gavin Baker@GavinSBaker

Risk/reward seems attractive: Token consumption accelerating, GPU per hour rental prices going vertical and Tech valuations are broadly below their Covid and Deepseek lows. Some high quality secular growth names are at mid single digit multiples on real 27/28 numbers.

English

8.7K

Eduardo Lage@Edulage1·25m

@HayekAndKeynes When the war is over they will buy it

English

The Long View@HayekAndKeynes·21h

5% 30y bonds and no one wants them

English

562

56.1K

Eduardo Lage@Edulage1·14h

@leadlagreport earnings growth

Eduardo Lage@Edulage1

For people wondering why the S&P has been so resilient - it's because of strong earnings revisions.

English

Michael A. Gayed, CFA@leadlagreport·17h

Unpopular opinion: this stock market is fucking stupid

English

134

36.6K

Eduardo Lage@Edulage1·18h

5% for 30 years is actually not bad

Ramp Capital@RampCapitalLLC

Deep down every guy has a fantasy that if he just had enough money, he’d put his entire net worth into U.S. government bonds and comfortably live off the interest payments forever

English

Eduardo Lage@Edulage1·18h

@RampCapitalLLC 5% for 30 years is actually not bad

English

Ramp Capital@RampCapitalLLC·22h

Deep down every guy has a fantasy that if he just had enough money, he’d put his entire net worth into U.S. government bonds and comfortably live off the interest payments forever

English

174

2.2K

172.4K

Eduardo Lage@Edulage1·18h

@jakethornton haha

Filipino

Jake Thornton 🇬🇧🇺🇸@jakethornton·1d

“Tell him to enter the password he knows is correct. Inform him it is incorrect. Invite him to reset it. Watch as he enters the password he believed it to be all along. Then tell him he cannot use it… because it is his current password.”

English

206

4.2K

45.9K

874.1K

Eduardo Lage@Edulage1·18h

For people wondering why the S&P has been so resilient - it's because of strong earnings revisions.

English

Eduardo Lage@Edulage1·21h

@charliebilello Biggest tail risk for markets/capitalism is inequality x.com/Edulage1/statu…

Eduardo Lage@Edulage1

Inequality is the biggest tail risk for US equity markets. Valuations don’t usually break societies. Social fractures do. And when societies break, markets eventually follow.

English

1.4K

Charlie Bilello@charliebilello·1d

The S&P 500 is at an all-time high while Consumer Sentiment is at an all-time low. We've never seen a gap this wide between Wall Street and Main Street.

English

254

625

2.6K

418K

Eduardo Lage@Edulage1·23h

@TheLAPurchaser Earnings are super strong

Eduardo Lage@Edulage1

Macro data is just noise in a market driven by innovation. AI is going to continue doing its thing.

English

TheLAPurchaser@TheLAPurchaser·1d

I'm not complaining, but its def eyebrow raising we are just brushing off PPI like this

English

354

51.1K

Eduardo Lage@Edulage1·1d

AI is not a bubble

Daniel Newman@danielnewmanUV

1999 Internet bubble vs. 2026 AI revolution I will share these every day until these silly comparisons stop. 🙃

English

Eduardo Lage@Edulage1·1d

@philrosenn x.com/Edulage1/statu…

Eduardo Lage@Edulage1

Stocks always end up following earnings. It may not be immediate, but it is inevitable.

QME

Phil Rosen@philrosenn·1d

AI stocks are not anywhere close to dot-com valuations. $GOOG and $NVDA have forward P/E ratios ~27x today. Cisco and Oracle were both above 120x in 2000.

English

459

45.6K

Eduardo Lage@Edulage1·1d

Inevitable. Chatbots/agents are great teachers if you know how to use them.

First Squawk@FirstSquawk

BUSINESS SCHOOLS IN PANIC MODE MBA PROGRAMS NOW OFFERING UP TO 50% OFF AS APPLICATIONS COLLAPSE STUDENTS ARE WALKING AWAY FROM EXPENSIVE DEGREES AMID: AI FEARS WEAK JOB MARKET MASSIVE STUDENT DEBT FALLING ROI

English

Eduardo Lage@Edulage1·1d

@TheBTCTherapist Still some juice left in multiples. $SPY could trade back to 22-23x NTM earnings. x.com/Edulage1/statu…

Eduardo Lage@Edulage1

Earnings trend is your friend. S&P multiple seems reasonable here, not bubbly. Could go higher if we see an end to the Iranian conflict.

English

The ₿itcoin Therapist@TheBTCTherapist·2d

So you’re telling me President Trump flew 20 of the most important CEOs in the U.S. to meet with the President of China at the same time we’re suppose to get a new Fed chair and while the Iran war is winding down… and you’re bearish?

English

103

418

5.6K

219.1K

Eduardo Lage@Edulage1·1d

@FoxNews Arrest the fraudsters!

English

Fox News@FoxNews·1d

VP VANCE: "So you're saying that we kicked off 800 fraudulent healthcare providers off of the Medicare system, and not a single one of them called the government and said, 'hey, you made a mistake?'" DR. OZ: "We've had a handful of calls. We're not sure they're legitimate yet, but it's less than 20 out of 800 and we're auditing them." VP VANCE:" Unbelievable... At least 780 are not even trying to claim that they're not fraudulent?" "Those are businesses that we were giving hundreds of millions, in some cases billions of dollars to, not to provide services, but to make a fraudster rich. It's just completely insane."

English

234

1.5K

12K

1.1M

Eduardo Lage@Edulage1·1d

@fcb_nana1 Reminds me of Neymar at his prime

English

NANA@fcb_nana1·2d

An underrated version of Lamine Yamal 👀🔥 His trivela passes deserve more attention 😮‍💨✨

NANA@fcb_nana1

Show me an underrated version of a player 👀🔥

English

221

2.1K

217K

Eduardo Lage@Edulage1·1d

@StockMarketNerd 2%. Cash is trash x.com/Edulage1/statu…

Eduardo Lage@Edulage1

@TheDrugMoney Cash is trash

English

Stock Market Nerd@StockMarketNerd·1d

What % of your portfolio is currently held in cash & equivalents?

English

111

52.1K

Eduardo Lage@Edulage1·1d

@ecommerceshares + $DIS that was supposed to be the ultimate brand

English

162

Wasteland Capital@ecommerceshares·1d

$LULU new 8-year lows $NKE new 12-year lows Retail research analysts built their entire persona pumping the “moat” of these two. Here’s a lesson: Brands have no moat. They’re either getting hotter, or they’re cooling. You win by observing at which stage the brand is at.

English

104

1.2K

186.5K

Eduardo Lage@Edulage1·1d

@HolySmokas Buy hyperscalers / MAG7 IMO This AI capex will be rewarded

English

1.3K

Jeremy Lefebvre@HolySmokas·1d

The stock market crash continues‼️ Everything getting wrecked outside of massive market cap companies. If massive market cap stocks were doing as bad as the smallers the S&P 500 would be down 25%+. Around 40% of all stocks in Russell 3000 are down 30%+ Close to 70% are down double digit percentage. Buy heavy next 2-3 months quality under $100bil market caps. Load the boat. My personal focus will be there.

English

110

870

194.7K

Eduardo Lage@Edulage1·1d

@liamdahgoat Best in the world and its not even close

English

liam@liamdahgoat·2d

You could ask every Madrid legend the same question about playing against Messi and their response will always remain the same “ we suffered against him”