David Meier

Senior equity analyst at The Motley Fool (20 yrs). Former long-only and long/short fund manager at MFAM and 1623 Capital. Views are my own.

[David Meier @DavidMeier_TMF]

@ChrisBloomstran Fear doesn't create exit liquidity ... "confidence" does

[David Meier @DavidMeier_TMF]

@Ross__Hendricks And long companies that can alleviate the power bottleneck.
Power switch to on = data center revenue

[David Meier @DavidMeier_TMF]

@edzitron Yikes!
“Snap back to reality …”

[David Meier @DavidMeier_TMF]

@samstein Her response: https://t.co/RMWABKFGeK

[Jan Crawford @JanCBS]

Earlier, I tweeted a video from an Abdul El-Sayed town hall. I deleted that tweet because it was a violation of CBS News standards. I apologize.

[David Meier @DavidMeier_TMF]

@clementetv_ <chef's kiss>

[David Meier @DavidMeier_TMF]

@Market Rick's brain has always worked on a different level. It's one reason I always like to hear what he has to say. 👏👏👏

[David Meier @DavidMeier_TMF]

@JG_Nuke Not ideal considering the worries about its upcoming IPO. There's lots of goodness baked into lots of companies' plans to data center development. The last thing investors want to see are execution issues or losing customers.

[David Meier @DavidMeier_TMF]

@mehdirhasan The only reason has to be that they create the programming viewers and advertisers want. Gave up watching that terrible program a long time ago.

[David Meier @DavidMeier_TMF]

@malinvested Phenomenal 👏👏👏

[David Meier @DavidMeier_TMF]

@MrGlobal2025 It’s not Cornyn’s fault. It’s Joe Biden’s fault. C’mon man! 😉

[David Meier @DavidMeier_TMF]

@rennyzucker But hedge is in the name 😉

[David Meier @DavidMeier_TMF]

@LogicalThesis

[David Meier @DavidMeier_TMF]

@junkbondinvest So what? What do Polymarket and Kalshi have to say? 😉👏

[David Meier @DavidMeier_TMF]

@agnostoxxx That seems about right

[David Meier @DavidMeier_TMF]

@JamesSurowiecki “A lie travels halfway around the world before the truth gets its boots on.” It’s a deliberate strategy.

[David Meier @DavidMeier_TMF]

@RealStockCats I see what you did there 👏👏🤣

[David Meier @DavidMeier_TMF]

@Peter_Atwater Not for the tech-heavy market-cap weighted index 😏

[David Meier @DavidMeier_TMF]

@gregoryblotnick Had the good fortune of spending a number of hours with him earlier in my career. He was very generous in helping me become a better investor. Have read all his books and Expectations is definitely a great one.

[David Meier @DavidMeier_TMF]

@edzitron

[David Meier @DavidMeier_TMF]

@Canes In ��