Beta Street

Where investing meets credibility.
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[Beta Street @TheBetaStreet]

Welcome to Beta Street, where investing meets credibility.

Anyone can post a stock opinion. Creators deserve a way to prove their conviction. Followers deserve a way to know who to trust.

For creators: Connect your brokerage and X account. We verify your holdings and match them with your timestamped posts, showing what you owned, what you said, and how the stock performed afterward.

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Join the waitlist → https://t.co/X4IMRIIJGF

Welcome to Beta Street. β

[Beta Street @TheBetaStreet]

@MentoviaX Muse should enable multiple expansion if succesful, and the signs so far are solid. Taking a modest P/E bump tp 24x forward earnings should get them over 1k in not too distant future. $META

[Beta Street @TheBetaStreet]

@StockMKTNewz We will get a good look at the health of the consumer from $COST $GIS $CBRL giving us an early read on 3Q earnings for consumer names

[Beta Street @TheBetaStreet]

@WOLF_TradingX Probably down on this WW3 news

[Beta Street @TheBetaStreet]

@StockMKTNewz $META ... lots of developments as it relates to Muse

[Beta Street @TheBetaStreet]

@optionscjp $META needs to drop their watermelon model when claude inevitably comes out with their next major model update

[Beta Street @TheBetaStreet]

@VJNCapital This will likely be short lived for $META as Muse revenue explodes... this traction has not been priced in

[Beta Street @TheBetaStreet]

@wallstengine Frontier models committing to over $1B in in model evaluation spend + mutual agreement to slowdown progress so this checks out..... $NVDA

[Beta Street @TheBetaStreet]

@StockSavvyShay $META's massive userbase is a true moat

[Beta Street @TheBetaStreet]

The 10-year Treasury yield climbed to 5%, putting pressure on stocks as borrowing costs rose. Most stocks fell, even though the S&P 500 gained 0.2% and the rose 0.4%.

[Beta Street @TheBetaStreet]

@wallstengine Huge for $HOOD and $COIN as the SEC announced a five-year conditional Innovation Exemption allowing eligible platforms to trade tokenized U.S. equities without standard exchange registration.

[Beta Street @TheBetaStreet]

@wallstengine While it might bring down $APPLE unit sales, duo is ~80% more expensive which could allow revenue/margins to outperform.

[Beta Street @TheBetaStreet]

@StockMKTNewz Markets are pricing in not cuts until 2028....

[Beta Street @TheBetaStreet]

@wallstengine Enough to power ~4M homes... in order to publicly state this they must have confidence in real estate talks with nationwide municipalities.

[Beta Street @TheBetaStreet]

Japan raised interest rates to 1.25%, the highest in 31 years, but the yen still fell as investors questioned how quickly more hikes could follow. For U.S. stocks, watch Treasury yields at the open. Higher yields can pressure expensive tech stocks.

[Beta Street @TheBetaStreet]

@StockMKTNewz This on top of incentivizing business's to turn part or all of their business into a compute factory is really interesting really puts the demand in perspective.

[Beta Street @TheBetaStreet]

@oguzerkan Perfect time for $META to drop their watermelon model as Anthropic and OpenAI scale back

[Beta Street @TheBetaStreet]

@unusual_whales And the market is pricing in zero cuts until 2028....

[Beta Street @TheBetaStreet]

@Mr_Derivatives $MCD 3Q earnings will be big here as the Street is pricing in low-income consumers being heavily impacted by the k-shaped economy and broader inflation trends. If they beat estimates on sales especially in this demo it could see a large correction

[Beta Street @TheBetaStreet]

Nebius is raising prices for on-demand access to some Nvidia chips for the second time in three months.

That’s a useful signal for $NVDA: customers are still willing to pay more to use its hardware, including older H100 chips. Demand isn’t limited to the newest products.

[Beta Street @TheBetaStreet]

@Han_Akamatsu @Mr_Derivatives Correct - and the market wasn't expecting the number of blockbuster films released this year