Lindsey Bell

NYC heart, Pittsburgh genes, Cali dreams. Stock market student, cheerleader of people.

[Lindsey Bell @justLBell]

@LizThomasStrat Yessss!! This will be so good! 👏🏼👏🏼✨

[Lindsey Bell @justLBell]

@charliebilello It’s soooo wild! They are higher than the pandemic high.

[Lindsey Bell @justLBell]

Joining Bloomberg at 4:10! See ya there!

[Lindsey Bell @justLBell]

@robb_ayala @drgurner Loyalty… my favorite word in corporate America 🤣

Agreed. Which means the ones that are there are only giving them half their effort (or less)…

[Lindsey Bell @justLBell]

@drgurner Trust me, I think it’s criminal that companies haven’t kept wages for their workers at levels that maintain the livelihoods they had in 2019.

But small businesses are 43% of GDP. They are the only ones that will correct the chart below. Public shareholders have no incentive.

[j.d. durkin @jd_durkin]

👀 "I've been studying earnings for most of my career, what we've been seeing this quarter... is that numbers have moved higher going into the reporting period” says @justLBell

That's a rare earnings dynamic.

[Lindsey Bell @justLBell]

Tech EPS outlook was stretched.

The stocks rose sharply into earnings.

Never a good mix for upside after reporting earnings.

[j.d. durkin @jd_durkin]

🎬 "I think investors are missing the story on Netflix” says @justLBell

Netflix isn't just a streaming company anymore.

The next opportunity could come from its push into the creator economy and digital media.

[Lindsey Bell @justLBell]

@VolumeDynamics Good memory!!

[Lindsey Bell @justLBell]

@jd_durkin @calebsilver @Investopedia You know I think the early signs of chip pricing coming under pressure is here.

[Lindsey Bell @justLBell]

@VolumeDynamics Ouch. I don’t know about the duplicate orders!

[Lindsey Bell @justLBell]

Semiconductor pricing power is reaching a peak.

▶️ Hyperscaler stocks are -20% since 4/1 as investors focus on AI ROI.
▶️ IBM customers are shifting spend to lock in chip pricing.
▶️ Apple and Microsoft are substantially increasing product prices.

And…

[Lindsey Bell @justLBell]

On the watch is:
▶️ Pricing war potential for the commodity of LLMs.

Was fun to discuss with @MariaBartiromo this morning!

@MorningsMaria

[j.d. durkin @jd_durkin]

The only live independent show from Wall Street's most iconic trading floor is back 📈

• @justLBell, 248Ventures
• @aztecs99, Explosive Options
• @HardikaInvests, Fundstrat

⬇️ TJDS at 10:00 AM ET from the NYSE, featuring your questions live. https://t.co/vFvS77abjE

[Lindsey Bell @justLBell]

Joining @jd_durkin at 10:30 this morning on @NYSE tv. See you there!

[Lindsey Bell @justLBell]

Coming up on @MorningsMaria in a few minutes. See you there! ☕️

[Lindsey Bell @justLBell]

@SteveLemler Memory costs are a double edged sword- the minute they recess investors could start calling the end of the AI trade.

[Lindsey Bell @justLBell]

About to breakdown $CSCO earnings on Bloomberg TV

[Lindsey Bell @justLBell]

Tim Cook stepping down - planned transition or more like shareholder impatience?

Q1 2026 had the highest number of CEO departures in at least eight years.

Following a record-breaking level of CEO departures in 2025