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Wall Street Beats

14 days

A 24 hour all access pass behind the paywall is now available if you'd like to see what you've been missing. Go to our website, scroll down and click 'Preview'. Enjoy!

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Wall Street Beats

@StreetBeatsPros

7 hours

Beats Roundtable | June 7, 2024 (Segment Recap) @PaulMeeksTech and the roundtable @Hedge_FundGirl , @jeffmacke , @BenBrey and @Russby68 debate Ben's analysis on the employment data and Jeff noting mixed signals from retailers like Five Below $FIVE and Walmart $WMT. "The

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Wall Street Beats

@StreetBeatsPros

7 hours

Beats Roundtable Highlights - June 10, 2024 Host: @herbgreenberg Contributors: @jeffmacke @nadineterman @benbrey @LarryPeck326873 Tickers Discussed: $PLAY, $LOVE, $SIG, $RH, $ETN, $PH, $INDA, $TCS, $CNQ Jeff Macke: Discussed retail earnings, focused on RH and its shift to

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Wall Street Beats Retweeted

Herb Greenberg

@herbgreenberg

3 days

My two fave lines on today's nonsense: 1. @Peter_Atwater : "Roaring Kitty's noontime video performance cautions that the end of the 'Age of Illusion' is finally at hand.' His entire writeup is great, if you can find it. 2. @JeffMacke , on the @StreetBeatsPros internal chat...

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Wall Street Beats

@StreetBeatsPros

3 days

Beats Roundtable | June 6, 2024 (Segment Recap) Larry Peck @LarryPeck326873 updates us on his Carvana $CNVA short position, covering at $102 after a 15% drop. Despite management's optimistic guidance, he remains skeptical and sees potential to short again if conditions are

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Wall Street Beats

@StreetBeatsPros

4 days

Beats Roundtable Highlights - June 6, 2024 Host: @herbgreenberg Contributors: @PaulMeeksTech , @katherinespur , @RobertMarcin , @LarryPeck326873 Tickers Discussed: $NVDA, $DELL, $SMCI, $QCOM, $AMD, $MU, $AIP, $VFC, $CVNA Our morning webcast was packed with valuable insights

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Wall Street Beats

@StreetBeatsPros

4 days

What are Wall Street Beats @StreetBeatsPros clients saying about us behind closed doors? Thank you for sharing this David! Passing along to our team. @herbgreenberg , @JeffMacke , @DavidMaris , @NadineTerman , @Russby68 , @BenBrey , @PaulMeeksTech , @Hedge_FundGirl ,

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Wall Street Beats Retweeted

Herb Greenberg

@herbgreenberg

4 days

I’ve been obsessed for days with not just the quality of a “leak” regarding the possible takeover of GFL Environmental GFL 0.00%↑, the fourth-largest waste company in North America, but the who, what, when where and especially… why? The leaks started Monday, and by yesterday

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Wall Street Beats

@StreetBeatsPros

4 days

Beats Roundtable | June 5, 2024 (Segment Recap) David Maris @DavidMaris and Russell Young @Russby68 discuss Hewlett-Packard Enterprises $HPE following their 1Q #'s, showing some signs of life. "I think that people forget that $HPE acquired Cray Supercomputer so these guys

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Wall Street Beats Retweeted

Wall Street Beats

@StreetBeatsPros

6 days

Curious about what you’re missing? Get a 24-hour all-access pass behind our paywall to check out our platform – absolutely free! 1. Visit our website 🌐 2. Scroll down & click ‘Preview’ 🔍 3. Enjoy exclusive insights! 📈 New Subscribers: Sign up now and enjoy a 7-day

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Wall Street Beats Retweeted

Jeff Macke

@JeffMacke

5 days

$LULU beats, guides FY higher. Just like everyone expected. Shares up 9% but people will find a reason to sell it.

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Wall Street Beats Retweeted

Herb Greenberg

@herbgreenberg

5 days

Here's why @Hedge_FundGirl is part of our team at @StreetBeatsPros ... with her piece here on "a compounder on sale".... She published this one on SS, to let everybody know she's out of hibernation. Let's just say that Berna never phones it it. (Link in comments.)

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Wall Street Beats

@StreetBeatsPros

5 days

In today's #BeatsRoundtable David Maris @DavidMaris is bringing the heat with our @StreetBeatsPros : Berna Barshay @Hedge_FundGirl provides a hotel stock overview in light of STR downgrade to the 2024-2025 U.S. Hotel Forecast; Bob Morris talks about oil prices under pressure

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Wall Street Beats Retweeted

Russell Young

@Russby68

5 days

$SMCI. Charles Liang in his keynote last night: …we are targeting 15% of the global new data center development. We'll be using our DLC solutions in the next 12 months and hopefully up to 30% in the following year. Isn't this amazing? From 0% to less than 1%, took us 30 years.

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Wall Street Beats

@StreetBeatsPros

5 days

Beats Roundtable | June 4, 2024 (Segment Recap) Herb Greenberg @herbgreenberg and Paul Meeks @PaulMeeksTech discuss $DELL following their 1Q #'s and recent stock sell off. "One of the nice things about Dell is that it's fairly diversified and you should also get some pull

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Wall Street Beats

@StreetBeatsPros

6 days

Curious about what you’re missing? Get a 24-hour all-access pass behind our paywall to check out our platform – absolutely free! 1. Visit our website 🌐 2. Scroll down & click ‘Preview’ 🔍 3. Enjoy exclusive insights! 📈 New Subscribers: Sign up now and enjoy a 7-day

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Wall Street Beats Retweeted

Herb Greenberg

@herbgreenberg

6 days

Adding to this from @BenBrey , who was chatting this on the Beats Roundtable yesterday... seems one sign of an impending inflection point after another, some more obvious, intuitive than others. @StreetBeatsPros

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Wall Street Beats Retweeted

Longbow

@myLongbow

6 days

One of Many Problems. Sales are down for Tesla's $TSLA China-made EVs, -6.6% y/y in May due to an output cut, per Reuters. Also, BYD (a @streetbeatspros @benbrey favorite) is releasing some pretty impressive cars! Moreover, China’s overcapacity is expected to get worse as it

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