Twitter is underrated.

Some of the world's sharpest minds share their knowledge here for FREE every day.

The problem is, most people don't know who to follow.

Here are 15 accounts that will teach you more about the stock market than CNBC or a finance degree ever could: twitter.com/i/web/status/1… 1. Neely Tamminga (@NeelyTamminga)

Neely is the epitome of experience. Former sell-side analyst turned consumer specialist, professor & CEO. She presents unique insights, including her recent work on the impacts of upcoming student loan repayments. She's also remarkably kind!

The SEC has filed a suit against Atlas Trading, alleging they made ~$100 million since 2020 in a stock manipulation, pump-and-dump scheme.

Defendants include @MrZackMorris @PJ_Matlock @OhHeyTommy @notoriousalerts @LadeBackk @Ultra_Calls @DipDeity @Hugh_Henne This aged like milk

‘Play of the Week’ S2, E14 Stock-Pick Thread for Week of 7/25/22

All picks long unless denoted “SHORT”

Scheduled speakers:

@TSDR_Trading - SHORT $ETSY
@WOLF_Financial - SHORT $META
@TheRealNasa00 - $SQQQ
@StockMKTNewz - SHORT $SHOP

Recording:

twitter.com/i/spaces/1OwxW… @SutterTrades - SHORT $MSTR
@CaseyHansen1989 - SHORT $CMCSA
@MonetiveWealth - $LMT
@tqlagirl - SHORT $TSLA
@king_tendies - SHORT $OXY

Audience members:

@ali__pmp - SHORT $AAPL
@AngelaR111111 - $AAPL
@CntStopGameStop - SHORT $F
@chalknosidewalk - $UVXY
@stocktwitsblows - $WHR

Here are our "Plays of the Week" from Ep. 2 on @TwitterSpaces (hosted every Sunday night). Great turnout once again, with 1500+ listeners.

Next weekend, we will share both the highest return large-cap pick & the highest return small or mid-cap pick.

Tickers & callers below: Scheduled speakers:

@mellowrk_lion $MREO
@PBInvesting $SNMP
@XclusiveTrading $LCID
@Mini_Tradez $SGOC
@ThePupOfWallSt $CAT
@SteveUrkelDude $MAPS
@SpecialSitsNews $DUFRY
@TSDR_Trading $RCL
@StockMKTNewz $TSLA (downside)
@gurgavin $LCID (downside)

A thread on $RDW @RedwireSpace

Redwire is a space infrastructure & solutions company focused on on-orbit servicing, assembly, & manufacturing (OSAM), low earth orbit commercialization, space monitoring assets for national defense, and advanced sensors & components for launches. Redwire $RDW expects $163M in sales this year, on a ~ $610M market cap, giving a current sales multiple of just 3.7x.

- 2025E revenues $1.4B
- 72% expected CAGR 2021-2025
- $280M contracted backlogs + $220M pending bids
- Space economy expected to grow to $2 trillion+ by 2025

A thread with my thoughts on $PDAC @li_cycle

Overview:
- North America's largest lithium-ion battery recycler
- At $10 pro-forma: $1.67B market cap
- $566M net cash
- Patented (18 patents) & proprietary 'Spoke & Hub' system
- 9500 tons/year contracted supply with 41 customers The "Spoke"

Input
- Lithium-ion batteries of all chemistries, form-factors, life-cycles, and use-cases (cars, smartphones, solar panel storage, etc.)

Outputs
- Patented & easily transportable 'Black Mass', Copper & Aluminum foils (+ other precious metals), and shredded plastics

$THCB @Microvast Key Points Thread

- Vertically integrated & proprietary
- $1.5B contracted revenue thru 2027
- $100M+ revenue 2020 / $2.3B 2025E revenue
- 550+ patents
- 3.8B+ miles with ZERO operational accidents
- 28K+ battery systems in operation in 19 countries & 160 cities - 1800+ total employees (500+ R&D personnel)
- Full Range of Energy Densities: 85 – 265 Wh / Kg
- Long cycle lives: 2,500+ – 20,000+
- Best-in-Class Charging Performance: 10-30 mins
- Products for all classes of commercial vehicles, passenger vehicles & energy storage solutions.

$CIIC + @arrival

$SPAC come in all shapes and sizes, but $CIIC is just built different.

Unlike most EV startups, their first product is being designed specifically for $UPS, rather than in hope of a major logistics contract.

A thread of my key tweets about @arrival: To be clear, I'm not advocating buying this stock at any price. I'm simply explaining why I went in full-size, without hesitation, the moment the merger was announced. When price action stalled after, I doubled my position.

@arrival is the definition of high conviction for me.

A thread about $LGVW + @ButterflyNetInc

- Disruptive medical device company focused on imaging that is affordable, easy-to-use, & globally accessible.
- Merger expected to close Q1 2021
- $589M total proceeds: $414M cash in trust + $175M PIPE
- Pro-forma equity value of $2B Butterfly iQ+ Handheld Ultrasound-on-Chip™

- Plugs directly into iPhone & works on intuitive app
- Full cardiac, lung, & bladder imaging
- Easy, at-home use with seamless digital transfer to doctor
- Costs under $2K
- Legacy ultrasound tech is 60+ yrs old & 10x as expensive

Here is a thread with everything you need to know about $TRNE + @DesktopMetal

- The only public play on additive "2.0" manufacturing
- Ticker will change to $DM upon combination
- $575M total proceeds: $300M cash + $275M PIPE investments
- Pro-forma equity value of $2.5B Additive manufacturing (AM) is building 3D objects by layering materials. For simplicity, just think of it as 3D printing.

AM “1.0” has been traditionally used for prototyping.

@DesktopMetal AM "2.0" will focus on shifting towards mass-manufacturing of end-use unibody parts.