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Tweevest
972 posts

Tweevest
@Tweevest
Make Fintwit a Better Place. CANSLIM screener with RS score, EPS & Sales growth, Instit ownership and more ⬇️
Monaco 加入时间 Mart 2015
221 关注7K 粉丝

@henstrade, have a look at this tweevest.com/screener. Curious to have your feedback.
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How to find the next $IREN, $SNDK, $CIFR 👇
Use a CANSLIM screener with:
-RS score
-EPS score
-Institutional ownership
-EPS & Sales growth
-ATR% multiples
-RS ratio 1M / %
tweevest.com/screener
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How do you know if a stock's earnings are actually good and not just a one-quarter fluke?
We built the EPS Score to answer that. It combines historical EPS growth quality, earnings stability across multiple quarters, and forward estimates into one score.
A stock with 50% EPS growth but wildly inconsistent quarters scores lower than a stock with 30% growth that accelerates every quarter and has rising estimates. Because consistency and trajectory matter more than one big number.
Filter by EPS Score on tweevest.com/screener. Find the compounders. Skip the noise.
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RT @EdouardSoutzo: Cooking something up at @tweevest 🍳
A proprietary EPS Rating. Built from scratch. Focused only on growth stocks.
Dropp…
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@Liathetrader I wouldn't sell such a prime asset. I'd use it as collateral to buy in a location where you think prices can spike again.
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In January 2021, I randomly decided to buy a place in Miami Beach.
Soon after, RE blew up. I was thinking of selling at “the top,” but something was telling me it was a bad idea.
Now, 5 minutes from our place, the Beckhams moved in, and now this.
Will the place go up in price? I’m not f**g leaving lol 😂

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@aleabitoreddit The only issue with Reddit right now is that it's a software company. Without the massive discount they are trading at because of AI fears, I would be more confident loading up more.
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Wow, $RDDT just posted an absolute blowout quarter.
-> $663M revenue (69% growth Y/Y) vs. ~$608M consensus.
-> $1.01 EPS reported vs. $0.6 consensus (68.3% beat).
-> 91.5% gross margins.
-> Q1 GAAP net income was $204M. This is probably the most important figure for true profitability since it includes SBC.
Next quarter they projected, $715M to $725M revenue growth with $285 million to $295 million adjusted EBITDA.
Reddit looks like a literal, high growth money printer. (Disclosure: I do have Reddit positions.)
Expect a lot of chart volatility from short term option flows.
But fundamentally, if you look at Reddit earnings without the noise, Reddit money printer go brrr.

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Earnings season is prime time for Qullamaggie’s Episodic Pivot setup.
Detected on $QCOM $PWR $URI
25 fresh patterns live now on tweevest.com/pattern-finder…
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Tweevest 已转推

Earnings season = Episodic Pivot Pattern from Qullamaggie!
25 Patterns found on tweevest.com/pattern-finder

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@JonahLupton It opens the door to more collaboration and talks between executives of both companies, so that's very good news!
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This is massively good news for $HIMS members and $HIMS shareholders.
$HIMS now selling $LLY GLPs which is Tirzepitide.
$HIMS already selling the $NVO GLPs which is Semaglutide.
This also means that $HIMS members should have access to Retatrutide when its expected to be approved by the FDA next year. I think Retatrutide has the potential to be the biggest FDA approved drug of all time.
If you’ve been following the peptide market (which includes the GLPs) over the past month… you’ve noticed the FDA is really cracking down hard on the illegal compounders. FDA is trying to eliminate as much competition for the FDA-approved and branded GLPs ie $LLY and $NVO.
This is why it’s 10x more important now that $HIMS has these deals with $LLY and $NVO because the GLP grey market is about to hit some serious headwinds.
I’ve said over the past few weeks that I thought a $LLY partnership will be 3x more valuable than a $NVO partnership (over the long term) because of Retatrutide next year. I also don’t think a $LLY partnership is in the sell side estimates for next 2-3 years so those numbers will have to come up.
NFA.
DYOR.
*We have a position in $HIMS and added shares this morning.
andrewdudum@AndrewDudum
As of this morning, providers on our platform can now send prescriptions for Zepbound® vials and KwikPen®, as well as Foundayo™, to the LillyDirect® pharmacy and access self-pay pricing for our customers because of an expansion in our platform’s functionality. In many ways,
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Tweevest 已转推

At this point in time, reading fintwit without Tweevest in 2026 is like trading without a chart. free, 30 seconds to install, no reason not to.
➡️chromewebstore.google.com/detail/tweeves…
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Two months ago: $AMZN drops $50B into OpenAI, locks in a $100B AWS cloud deal.
Yesterday: $AMZN commits up to $25B more into Anthropic (now $13B in total, going to $25B), and Anthropic commits to spending $100B+ on AWS over ten years. 5GW of new compute to train and run Claude.
That's roughly $75B of equity exchanged for ~$200B of guaranteed cloud backlog. Microsoft ran this playbook with OpenAI once. Amazon just ran it twice in 60 days.
BofA and KeyBanc both bumped targets into earnings on April 29. stock already up 18% MTD.
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$ALAB is up pre-market +6.85% on $AMZN news just committed up to $25B more to Anthropic on top of existing $8B, and Anthropic committed to $100B+ of AWS spend over 10 years (5GW of compute)
Trend breakout should reclaim soon ATH
tweevest.com/charts/ALAB

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New electric satellite thruster. High-volume production line. Announced April 14.
$RKLB didn't just absorb Mynaric's laser comms stack, they're now going vertical on propulsion too.
Launch + buses + optical comms + propulsion. That's the roll-up. leading on this market.
tweevest.com/chart?symbol=R…

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