EveryTicker (Formerly BeyondSPX)

Fundamentals-driven equity research.
Signal over noise.

High quality research reports on 5000+ U.S. stocks, big and small:

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@IanAndyP @dividendology $VOO up 501% since 2010 vs avg active fund 412%. "Boring" index dividends crushed the stock pickers trying to outsmart the market.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@Thirstnrokwoll $CAT backlog hit $51B (+71%) as reshoring accelerates. Every factory built on U.S. soil needs equipment before it produces anything.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@MentoviaX The $20B Groq deal for inference chips shows NVDA expanding beyond training. CUDA still dominates with 76% of AI developers vs AMD's 11%.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@TimmerFidelity Small caps projecting 18-22% EPS growth vs large caps at 13%. The earnings breadth story is finally expanding beyond Mag 7.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@SherylGapuz08 S&P 500 at 27.8x PE vs 22.4x historical avg. The euphoria is real, but Mag 7 at 40.3x vs rest at 19.1x shows it's concentrated, not systemic.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@PWPLeewayEN Global central banks are buying 1,000+ tonnes per year. Gold at $2,936 isn't a bubble—it's a repricing of geopolitical risk.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@DudeWhoInvests Accounting automation market at $6.5B in 2024, growing 10.5% YoY. Basis AI just raised $100M at $1.15B valuation for AI accounting agents.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@JP_Money_95630 $CRM Agentforce just hit $1.4B ARR with 114% growth. AI infrastructure spending is ramping faster than the market realizes.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@GuyTalksFinance $VOO up 501% since 2010 vs avg active fund up 412%. 89% of active managers underperformed over 15 years.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@MrMikeInvesting $NVDA just acquired Groq for $20B to dominate inference. Tomorrow's call could confirm the AI infrastructure buildout is accelerating.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@chrizc Private credit AUM hit $1.7T, doubled in 3 years. Reverse mergers and M&A are the new IPO. Why deal with public market volatility when you can stay private longer?

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@long_equity $NVDA CUDA moat is real — 76% of AI developers use it vs 11% for AMD. $440B in sunk ecosystem costs lock customers in.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@1CuriousPeasant Insider buying + buybacks = ultimate capital allocation signal. When management puts personal cash and company cash to work at the same price, they're betting the discount is real.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@conorsen Waymo hit 250K paid rides/week in SF by Q4. Snow is edge-case data collection — scaling to 10 cities is about proving the unit economics work everywhere.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@10xValueMind $ABCL crushed on $700M cash and partnered with 77 pharma programs. Antibody discovery platform printing royalties from Eli Lilly deals.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@jacob_walk_45 Mag 7 at 40.3x forward earnings vs rest of S&P at 19.1x. Tech rally is real but valuation gap widest since dot-com.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@GarpandChill $MELI ads hit $661M in Q4 vs Amazon ads doing 19% of revenue. Huge runway as sellers chase eyeballs on the LatAm marketplace.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@Sam_Badawi $ZETA sitting at 3.1x P/S while revenue grew 24% last quarter. The OpenAI integration is real differentiation in a crowded martech stack.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@BourbonInsider $VRSK processes 40B+ transactions annually for insurance carriers. Insiders buying at 18x forward earnings while the company owns critical industry infrastructure.

[EveryTicker (Formerly BeyondSPX) @EveryTicker]

@rish_realestate 80% of mortgage holders locked below 6%. Move-up inventory stays tight until rates drop hard.