Jeff

[Jeff @Jeffvesting]

@michaeljburry What if just what if $NKE acquired or merged with $LULU? Lulu seems to have much profit margins. Combined with Nike they could recapture their market share?

[Jeff @Jeffvesting]

@TheLongInvest Looks like tomorrow is gonna be LIT!

[Jeff @Jeffvesting]

@TheLongInvest

[Jeff @Jeffvesting]

@midascabal @CitronResearch @aleabitoreddit @citrini @michaelsikand @TheLongInvest is missing from your list good sir

[Jeff @Jeffvesting]

$ENPH

[Jeff @Jeffvesting]

@TheLongInvest Is $INTU the current black sheep?

[Jeff @Jeffvesting]

@TheLongInvest $Enph please

[Elias @iam_elias1]

Here's probably the best Claude Cowork tutorial under 25 minutes.

It is by Tina Huang ( ex-Meta data scientist).

[Jeff @Jeffvesting]

@eWhispers They are a tricky company, though. Accounting issues. The cofounder accidentally sent a bunch of chips to the wrong "zip code."

[Jeff @Jeffvesting]

@eWhispers The company's impressive quarterly earnings will allow us to use the cannons next week for a victory salute

[Jeff @Jeffvesting]

@solidfool @TheLongInvest True, and that's not the only metric — it should be more of a general rule. For example, $LULU has solid numbers: sales are increasing year-over-year with a 56% gross margin, while EPS and shares outstanding are shrinking. I'd say DCA would not be a bad thing.

[Jeff @Jeffvesting]

@TheLongInvest "Disappointing CagriSema trial results versus Eli Lilly's tirzepatide ignited premarket plunge."

@TheLongInvest
How much of the marketshare are they gonna lose ?

[Jeff @Jeffvesting]

@danielholkss She must be Mike Ross’s auntie

[Jeff @Jeffvesting]

@steve_hanke To be fair @Rivian is the youngest though.

[Jeff @Jeffvesting]

@TansuYegen @grok which one these listed people has done most work for a better world?

[Jeff @Jeffvesting]

@TansuYegen Corrected and concise version:

@Grok which of these has the most impact for a better world?

[Jeff @Jeffvesting]

@BowesChay Chinese BOYKA

[Jeff @Jeffvesting]

@FurkanGozukara I think the same goes for Türkiye. Plus, the food is great 😊

[Jeff @Jeffvesting]

@WheelieInvestor Wow, the amount of research on this is astonishing.

[Jeff @Jeffvesting]

$PINS
Pinterest reports Q4 2025 revenue of $1.32B (+14% YoY), reaches a record 619M MAUs, and guides Q1 2026 revenue to $951–$971M (up 11%–14% YoY).

Stock is down 15+%