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Today, we are opening applications for Elbow Grease: A Hard Working AI Accelerator in New York City. We have pulled together the best of the Gutter community into an 8-week residency in Chinatown. Participants will receive... - $300k investment - 1:1 mentorship from Series B+ and exited founders - off-the-record conversations with industry leaders - practical workshops by elite startup operators Check out the full roster and application at elbowgrease.gutter.cc Know someone who should apply? Please tag them in the comments below! With love and elbow grease, James Gettinger, Dan Teran, @rphfrombrooklyn Thank you to our sponsors at @PerkinsCoieLLP , @tryramp and @Microsoft
🆕👌🤖🎙️ Is GenAI about to take a trip into the 'trough of disillusionment?' Dan Nathan @jrichlive of @notablecap chat hyper scalers and hype cycles on this week's podcast ⤵️ Sponsors @current & @rbccm LISTEN: apple.co/3Zlc1FA WATCH: youtu.be/Umf5r3-9ABg
@munster_gene @current @RBC How long can this AI rally last? @munster_gene reveals the "uncomfortable truth" about the bull market. Watch now: youtu.be/k3VXlY0pdEU
New OKC pod! Dan Nathan is joined by @munster_gene to preview $NVDA earnings. They also hit the prospects of an AI bubble, $AAPL's September 'Glowtime' event and whether Elon Musk is spreading himself too thin $TSLA Sponsors @current @RBC podcasts.apple.com/us/podcast/oka…
Achieve your financial goals with data-backed analysis from FactSet and @mrktcall. Don't miss the insights on MRKT Call with @GuyAdami and @RiskReversal: bit.ly/3SaPtUi #FactSetXMRKTCall
Watch or listen to our full podcast with Dan ⤵️ YouTube: youtu.be/sCYw99Teb9s Apple: apple.co/3SXk0ou Spotify: shorturl.at/MAsQE
🆕👌🤖🎙️ Dan Nathan and @joemarchese on how culture will be created in the age of AI ++ Potential pitfalls for brands when it comes to heavy reliance performance marketing Sponsored by @current & @rbccm
🆕👌🖥️🎙️ @current CTO, co-founder and former forex trader @trevorkmarshall joins @RiskReversal to discuss moves in the Japanese Yen & how it impacts public markets 💴 ++ Where exactly is the intersection of GenAI and FinTech? 🤖💳 Sponsored by Current & @rbccm
What have we learned so far from MegaCap Tech Earnings? @RiskReversal & @GuyAdami digest recent reports from $MSFT, $GOOGL & $TSLA ++ The guys preview what investors are looking for ahead of $META, $AAPL & $AMZN earnings Sponsored by @current & @rbccm
We've got a special 👌🖥️🎙️ in your feed now! @RiskReversal & @munster_gene preview earnings for the "superb six" - $MSFT $AAPL $GOOGL $META $AMZN $TSLA ++ How big will the AI bubble get before it bursts? 💥 Sponsored by @current & @rbccm
From 7/10-7/16, $IWM +10.4%, $QQQ -1.3%, Mag7 -3.9% following the favorable CPI print and increased chances for Fed rate cuts. $ASML (AI semiconductor tool provider) was down 13% yesterday. Was this due to them just reiterating yearly guidance despite beating expectations for the quarter or due to comments from both President Biden (on foreign technology sales to China) & former President Trump (on defending Taiwan)? Therefore, the stock action in $TSM today (the Taiwanese AI driven foundry for $NVDA $AMD $AAPL) is important. Right now TSMC’s stock is down ~3% after being down 8% yesterday despite beating expectations for the quarter and raising their yearly guidance. Other hardware centric AI names such as $NVDA, $ARM, $SMCI, $MU and $DELL are also acting poorly after being down 4-8% from 7/10-7/16. Given my continued concerns over a short-term AI spending digestion phase given the small amount of revenue being generated, I continue to look outside of big tech for ideas through year-end. In addition, rhetoric on greater tariffs broadly, and in on China in particular, is only likely to increase leading up to the US presidential election. Therefore, areas outside of big tech & small caps in particular remain my preferred area on a pullback. A greater percentage of Russell 2K revenue is domestic versus the larger names in the S&P500. And even with the most recent rally, the Russell 2K is up ~10% year-to-date as I write this intra-day versus the S&P up ~16%, Nasdaq up ~19% and Magnificent7 up ~36%. Among the larger technology names, $AAPL remains my favorite. Revenues should be able to accelerate and grow double digits year-over-year on an AI driven iPhone upgrade cycle after being up only 1% from March of 2021 to March of 2024. While Apple’s revenue exposure to China (19% of FY23) is certainly a risk for political retaliation, the importance of the Apple supply chain to Chinese employment (~1.5 million people) given the growth issues China is having, mitigates some of that risk. I would also note that Apple had a solid relationship with the prior Trump administration even during prior China tariffs during which they received favorable treatment.
Interview w/ @MelissaLeeCNBC on looking outside of bigtech for ideas through year-end. The upcoming earnings season may start to broaden the rally as some big tech companies look for ROI on their AI spend so far. Looking at Europe post their political angst & US small caps.
🆕👌💻🎙️ @dee_bosa + @RiskReversal discuss $GOOGL's potential Wiz acquisition & just how far we are in the AI hype cycle 🤖 ++ Legendary NYC @ChefRyanHardy on culinary entrepreneurship & how restaurants use technology to improve profit margins 👨🍳 Sponsors @current & @rbccm
We've got a special pod today with @PaulRabil and @RiskReversal in your feed now! Paul chats about his new book, the founding of @PremierLacrosse, 🐐 debates and how sports/business intersect in the social media age Sponsored by @current & @rbccm
🆕👌🖥️🎙️ The EU is cracking down on Big Tech, @RiskReversal and @dee_bosa discuss if this will actually impact the bottom line for $AAPL & $MSFT ++ Is the AI device of the future already in your pocket? How the iPhone makes AI a 'feature' and not a 'product'
When it comes to GLP1s and adjacent drugs (GLP1s+), I constantly remind myself that we have to hold two competing ideas simultaneously: 1) The present reality is extremely challenging for patients 2) Today is the worst it will ever be ro.co/perspectives/w…
🆕👌🖥️🎙️ AI Mania may be powering the $NDX & $SPX to new highs every day, but the market is seeing increasingly narrow breadth 🚨 @RiskReversal & @GuyAdami dive into why names like $PYPL, $SQ & $EXPE are lagging the broader market Sponsored by @current @rbccm
Catch the full episode with @RiskReversal & @DanielTNiles We also discuss key trends for $AAPL, $NVDA & concerns over the slowdown in enterprise software [ $SNOW $CRM $ADBE ] WATCH: youtu.be/vJr3ihxTFbY LISTEN: link.chtbl.com/okaycomputerpod
If you're long $TSLA then you must hear what @DanielTNiles thinks about Elon & his concerns ahead for the company ⤵️
Guy Adami @GuyAdami
382K Followers 2K Following Co-Founder RiskReversal 📺@CNBCFastMoney Original 🎙@OnTheTapePod NYC 2012 @IronmanTri Proud @Georgetown Alum Former Vice Chair @llsnewjersey Board @mrktcall
RiskReversal Media @RiskReversal
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CNBC's Fast Money @CNBCFastMoney
452K Followers 2K Following Fast Money with @MelissaLeeCNBC airs weeknights at 5P ET, only on @CNBC and streaming on CNBC+. America's post-market show.
Thomas Thornton @TommyThornton
134K Followers 8K Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund manager
Danny Moses @dmoses34
31K Followers 362 Following Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice
mrkt call @mrktcall
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Porter Collins @Seawolfcap
52K Followers 2K Following Value investor, short seller and 2 time Olympian. Always looking for the next Big Short. https://t.co/HlIq3cxDsb
Brady Cobb @BCobblaw
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Spartacus @disenfranchi_ed
214 Followers 2K Following The essential American soul is hard, isolate, stoic, and a killer. It has never yet melted.
Nisa Element🇦🇺 @Nisa6230
525 Followers 7K Following Hello 👋 Everyone as i always tell my Investors our process is very Simple, Safe, Profitable @ Legit which I can also tell you how it works and also stands f yo
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87 Followers 884 Following
Margaret Simpson @MargaretS38054
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Charles Yao @charlesyao698
16 Followers 163 Following
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148 Followers 498 Following
Kamalkant Agarwal @kkagarwal2001
4 Followers 12 Following
市場の诗人 @Fwigarg1226
32 Followers 1K Following 【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート ＋ 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
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mark @mark591738301
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270 Followers 5K Following
Callum O'Shea @Callum05052025
6 Followers 62 Following
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16 Followers 403 Following YElkhomsy: Shop our links to support us! We collect Amazon commissions without adding to your costs. Thank you for being awesome!
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CEO Company @Karen_bitcion
339 Followers 7K Following 🅱️🅸🅽🅰️🆁🆈 𝕆𝕡𝕥𝕚𝕠𝕟𝕤📍🅵🅾️🆁🅴🆇 🆃🅰️🅳🅸🅽🅶 (𝙴𝚊𝚛𝚗 𝚘𝚟𝚎𝚛 $𝟷𝟶𝟶,𝟶𝟶𝟶𝚔 𝙾𝚗 𝚆𝚎𝚎𝚔𝚕𝚢 𝚁𝚒𝚘💰💰) 𝐒𝐈𝐌𝐏𝐋𝐘 𝐚𝐬𝐤 𝐦𝐞 "𝐇𝐎𝐖" 𝐢
Linmason @MasonLin2025
362 Followers 7K Following Gather wisdom, spread positivity, and share uplifting vibes.
andy mayer @andyishsal1
82 Followers 737 Following
NE Atlanta Financial ... @neatl_finance
2 Followers 29 Following from factory to freight—your numbers balanced 📦📊 https://t.co/psu2FiPsGm
B @21_lev3ls
11 Followers 371 Following
Little Moon @CesarVa08989280
414 Followers 1K Following I love life and sports. For stocks, I hold NVDA, TSLA, AMZN, MSFT long term. If you are interested, please share!
Computer Scientists A... @COSAward
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xeix @1xeix
124 Followers 862 Following
João Fragoso @joaoofragoso
52 Followers 203 Following - Private Wealth Manager 💼 Passionate driver & Club tennis player 🏎️ 🎾
Douglas Walker @DoWa3
1K Followers 6K Following SWBi International - Retained Executive Search for VC/PE High Tech organizations. Former CPA at PwC, CFO of NASDAQ. Will reinvest Fees. Seeking Value stocks.
DankpETH⚙️ @dankp_eth
693 Followers 3K Following Proud father of 2 ❤️ Crypto holder 🌐 | NFT Builder 🛠️ | Part time operations manager, full time adventurer. 🔧
Chris Morris @Chris_Morris15
294 Followers 3K Following Dad, husband, Braves, Hornets, Panthers & Canes fan, bacon lover....
KIRK NXION @MRKIRKN3
65 Followers 621 Following
Carter Braxton Worth @CarterBWorth
141K Followers 314 Following CNBC’s Chart Master CEO/Founder of Worth Charting LLC
Guy Adami @GuyAdami
382K Followers 2K Following Co-Founder RiskReversal 📺@CNBCFastMoney Original 🎙@OnTheTapePod NYC 2012 @IronmanTri Proud @Georgetown Alum Former Vice Chair @llsnewjersey Board @mrktcall
Carl Quintanilla @carlquintanilla
501K Followers 6K Following 26+ years @CNBC & @NBCNews / @WSJ alum / now posting at https://t.co/o3B9Q0CZPo
Jim Cramer @jimcramer
2.5M Followers 703 Following Host of @madmoneyoncnbc and I run the CNBC Investing Club. My new book is out now: https://t.co/autOFQ2NP0
RiskReversal Media @RiskReversal
109K Followers 744 Following Listen to RiskReversalPod daily in your favorite podcast store with @GuyAdami & Dan Nathan. Watch @MRKTCall daily @ 11am https://t.co/zbpruXHgl0
Ramp Capital @RampCapitalLLC
1.7M Followers 825 Following Investor of stocks and startups, rotator of shapes, builder of things, coder of vibes. Never been on the Forbes 30u30 list.
Liz Thomas @LizThomasStrat
106K Followers 876 Following Chief Market Strategist at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
Karen Finerman @karenfinerman
124K Followers 277 Following CEO of Metropolitan Capital, @cnbcfastmoney panelist, proud mom of 2 sets of twins (I’m nothing if not efficient), author of FINERMAN'S RULES.
Jim Bianco @biancoresearch
779K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Liz Ann Sonders @LizAnnSonders
816K Followers 782 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXThiIk
Stephanie Link @Stephanie_Link
213K Followers 396 Following Chief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum.
CNBC's Fast Money @CNBCFastMoney
452K Followers 2K Following Fast Money with @MelissaLeeCNBC airs weeknights at 5P ET, only on @CNBC and streaming on CNBC+. America's post-market show.
Thomas Thornton @TommyThornton
134K Followers 8K Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund manager
Danny Moses @dmoses34
31K Followers 362 Following Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice
Tim Seymour @timseymour
131K Followers 692 Following CIO/Seymour Asset Management, CNBC @cnbcfastmoney, @Georgetown; Portfolio Manager $IDVO, International Div ETF/PM $CNBS #Cannabis ETF ; NOT FINANCIAL ADVICE
Mohamed A. El-Erian @elerianm
1.1M Followers 1K Following Rene M Kern Prof of Prac at Wharton. Allianz Advisor. Gramercy Chair. Chair of UnderArmour Board. Former Pimco CEO/co-CIO and President of Queens' Col Cambridge
Jeffrey Gundlach @TruthGundlach
564K Followers 6 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.
David Rosenberg @EconguyRosie
310K Followers 338 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
mrkt call @mrktcall
11K Followers 217 Following Mon - Thu @ 11am on YouTube Hosts: @GuyAdami @RiskReversal Contributors: @CarterBWorth @LizThomasStrat Sponsors @FactSet @CMEGroup @SoFi
Lis Smith @Lis_Smith
124K Followers 6K Following Dem Strategist. Majority Democrat. Author of the NYT bestseller Any Given Tuesday
Notable Capital @notablecap
29K Followers 2K Following We back Notable founders. Partner to @Anthropic, @Vercel, @fal, @JoinHandshake, @WisprFlow, @OneQuince, @HashiCorp, Rednote, @databricks/@neondatabase & more.
Daniel Gross @danielgross
387K Followers 0 Following
Gene Munster @munster_gene
102K Followers 145 Following Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
The Daily Show @TheDailyShow
8.7M Followers 1K Following Jon Stewart and The Best F**king News Team. Weeknights 11/10c on @ComedyCentral. Next day on @paramountplus.
Brad Gerstner @altcap
227K Followers 1K Following Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
Bg2 Pod @BG2Pod
37K Followers 80 Following Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
Yardeni Research @yardeni
67K Followers 51 Following Unlock your financial potential. Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market.
Ashlee Vance @ashleevance
203K Followers 4K Following Writing at https://t.co/m6EtO60SiY and host of the Core Memory podcast. 2X NYT best-seller. Filmmaker @HBO (Wild, Wild Space) + @Netflix (Don't Die).
Emi Gal @emigal
15K Followers 3K Following My mission in life is to make cancer non-lethal. Founder & CEO/CTO of @ezrainc (now part of @function). ML engineer & biohacker on weekends. ❤️ @sabina_gal
Daniel Ek @eldsjal
781K Followers 884 Following Father, husband and these days running Prima Materia - Trying to build things that matter | Founder of Spotify and Neko Health
Colin and Samir ✌�... @ColinandSamir
79K Followers 1K Following Educating and empowering the next generation of creators
Joanna Stern @JoannaStern
189K Followers 3K Following 👩🏻💻 Everything in Chief, The New Things 📚 "I AM NOT A ROBOT" (@harpercollins) 📺 Chief tech analyst @nbcnews 🏆 Emmy winner + mom
Ann Bordetsky @annbordetsky
12K Followers 3K Following Partnering technical founders at first inflection | @factoryAI @elevenlabs @perplexity_AI @bluefish_AI @twelve_labs @entireHQ | AI Apps, Platforms, Frontier AI
Kris Sidial🇺🇸 @Ksidiii
87K Followers 872 Following Co-CIO of Ambrus| (Focus: Volatility Trading / Tail risk hedging )| @penn guy ( These are my personal thoughts and not the opinions of Ambrus)
Kevin Roose @kevinroose
175K Followers 3K Following Author of The AGI Chronicles, co-host of @MachineGodsPod, p(doom) available upon request.
Eric Glyman @eglyman
375K Followers 2K Following Co-Founder at Ramp (@tryramp). New York City. Previously co-founded Paribus (Acq. by Capital One).
Dan Ives @DivesTech
340K Followers 366 Following Official account of Dan Ives. Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Advisory Board of Zeta 🎯🔥🏆🐂🕶️🌎✈️
Art delaCruz @Kato_delaCruz
793 Followers 559 Following Father, husband, citizen, veteran, and well below average golfer. Driven by service, possibility, curiosity and opportunity.
immad @immad
889K Followers 3K Following CEO @Mercury. Investor: @Etched, @Deel, @AppliedInt, @Stoke_Space, @DecagonAI, @Substack, 300+. Cohost of @FoundersInArms
Luke Gromen @LukeGromen
629K Followers 3K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Team Rubicon @TeamRubicon
49K Followers 2K Following Team Rubicon is a veteran-led humanitarian organization that serves global communities before, during, and after disasters and crises.
Mira Murati @miramurati
1.0M Followers 644 Following Now building @thinkymachines. Previously CTO @OpenAI
Money Power Politics ... @mppmsnow
175K Followers 709 Following Watch Money Power Politics with Stephanie Ruhle every weekday from 9am to 11am only on @msnownews.
Dr. Marcus Collins @marctothec
9K Followers 2K Following Prof @MichiganRoss. @HachetteUS Author. CDO @wknyc. @TED Speaker. @Apple alum. @Beyonce alum. Girl dad.
CNBC Halftime Report @HalftimeReport
111K Followers 608 Following Real Money, Real Debate. Catch Scott Wapner and the Investment Committee Weekdays 12-1p ET on CNBC and streaming on CNBC+.
Cassandra Unchained @michaeljburry
2.1M Followers 38 Following Official X account for Michael Burry, MD, called "Cassandra" by Warren Buffett. Now on Substack https://t.co/6vvNTweTWd
Ro Khanna @RoKhanna
477K Followers 3K Following Team America. Economic Patriotism: America's Next New Deal. Medicare for All, Good Jobs in Every Town, Tax the Billionaires, No Foreign Wars. (650) 999-9610
The Kobeissi Letter @KobeissiLetter
2.6M Followers 597 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Alex Rampell @arampell
58K Followers 2K Following Silicon Valley entrepreneur (cofounder@ TrialPay, Yub, Affirm, Point, TXN), investor (General Partner @a16z), husband, father and sarcast (one who is sarcastic)
Jim McMahon @JimMcMahon
115K Followers 16K Following 2x Super Bowl Champ. College Football HOF. BYU HOF. https://t.co/89MsXVjkFo
Ed Cooley @HoyaCoachCooley
26K Followers 657 Following Head Coach of the Georgetown Hoyas a member of the BIG EAST Conference. #HoyaSaxa
Chris Fralic @chrisfralic
47K Followers 13K Following Longtime tech operator and investor @firstround. Student of business, board member, producer. Among the first 100 on Twitter - thinking out loud here ever since
Mark Suster @msuster
404K Followers 2K Following 2x entrepreneur. Sold both companies (last to @salesforce). Now @UpfrontVC looking to invest in passionate entrepreneurs.
Josh Wolfe @wolfejosh
274K Followers 8K Following co-founder + partner @ Lux Capital | Trustee @SfiScience Santa Fe Inst | Founding Chair @CiPrep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Ricky Sandler @rsandler21969
32K Followers 485 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
RJ Scaringe @RJScaringe
181K Followers 41 Following Founder & CEO of @Rivian. Working to keep the world adventurous forever.
David Marcus @davidmarcus
197K Followers 1K Following CEO & co-founder @Lightspark, the open infrastructure for money movement. Ran Payments/Crypto & @Messenger at @Meta, led @PayPal + 3 startups.
Julia Boorstin @JBoorstin
42K Followers 3K Following Senior Media & Tech Reporter @CNBC, Creator of CNBC's #Disruptor50, contributor to #ClosingTheGap & #Author of #WhenWomenLead out from @SimonSchuster Oct 2022
Tony Fadell @tfadell
288K Followers 480 Following iPod, iPhone, Nest, Investor & NY Times bestselling Author #BUILD
Harry Stebbings @HarryStebbings
683K Followers 388 Following 🎤 @twentyminutevc, 🏦 @20vcfund, @projecteurope_😇 @fuseenergy @linear @wearelegora @factoryai @lovable @airwallex @mercor_ai @workos @fomo @fireworksAI_HQ
Adam Nelson @adamn
3K Followers 1K Following GP @firstmarkcap; former @socialcapital, @dropbox biz dev, @twitter and @stanfordbiz
Matt Turck @mattturck
145K Followers 3K Following VC at @FirstMarkCap. Host: MAD Podcast; Organizer: Data Driven NYC, Author: MAD Landscape.Trends for United States
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