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Random Muppet
6,974 posts
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Random Muppet
@MuppetTrading
I'm tweeting for entertainment purposes only. Before you act on any of my tweets, ask yourself - is "Random Muppet said so" really your thesis?
NOT in the GS Elevator
Joined August 2012
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  • user avatar
    Random Muppet
    @MuppetTrading
    Jul 22, 2024
    This $CRWD take by Brad Zelnick should really be an instant classic.
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    user avatar
    Random Muppet
    @MuppetTrading
    Jul 19, 2024
    Imagine being sell-sider wanting to publish $CRWD defend note but cannot hit send because the systems aren't working.
    445K0445K
  • user avatar
    Random Muppet
    @MuppetTrading
    Jun 27, 2024
    "To put the 'weight debate' to rest, we consumed 75 like-for-like $CMG burrito bowls in NYC (half in store, half digital, various locations)." - Zachary Fadem and his Wells Fargo team This is the hard work we'd expect from the sell-side into the final days of II voting.
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    359K0359K
  • user avatar
    Random Muppet
    @MuppetTrading
    Nov 17, 2023
    Good title, Jack.
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    104K0104K
  • user avatar
    Random Muppet
    @MuppetTrading
    Dec 22, 2021
    Oppenheimer's Chris Kotowski discussing BNPL impact on banks.. or lack of that.. "BNPL is really sub-prime in a new dress, a particularly non–consumer friendly version at that, while the banks' franchises focus on prime" Fun read. $AFRM $SQ #klarna etc
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  • user avatar
    Random Muppet
    @MuppetTrading
    Jun 26, 2023
    Blame it on the pickleball!
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    147K0147K
  • user avatar
    Random Muppet
    @MuppetTrading
    Jul 19, 2024
    Imagine being sell-sider wanting to publish $CRWD defend note but cannot hit send because the systems aren't working.
    440K0440K
  • user avatar
    Random Muppet
    @MuppetTrading
    Apr 26, 2022
    Market: Sell-side, please cut your semi estimates: John Pitzer: Fck off, I quit!
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  • user avatar
    Random Muppet
    @MuppetTrading
    Aug 30, 2024
    BofA $OKTA coverage. Thanks for the value add, Madeline!
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    33K033K
  • user avatar
    Random Muppet
    @MuppetTrading
    Apr 1, 2020
    Replying to @mims
    Here's a handy chart for you, via JP Morgan and Nielsen
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  • user avatar
    Random Muppet
    @MuppetTrading
    Apr 10, 2024
    Open thread.. who are the sell-side sector specialists whose emails you like reading.. I'll start: Tech Andrew Rocha, wells Thomas Wigg, msco Jordan Klein, mizuho IMT Sean Diffley, msco Mark Schilsky, bernstein HC Jared Holz, mizuho Noah Zurad, ubs Michael Guba, wells
    44K044K
  • user avatar
    Random Muppet
    @MuppetTrading
    Apr 8, 2022
    Semi sell-side analysts: - we don't see cuts, buy stocks - we still see no cuts but stocks weak so buy even more stocks - oops we are seeing cuts but stocks have come in even more so buy stock - oops more cuts but stock have been weak, buy them - fuck, guidance cut, downgrade
  • user avatar
    Random Muppet
    @MuppetTrading
    Sep 5, 2024
    Replying to @ParikPatelCFA
    But have you jerked off thinking about Elon?
    5K05K
  • user avatar
    Random Muppet
    @MuppetTrading
    Jun 14, 2023
    Very helpful $AMD comment from Northland's Gus Richard. My II vote guaranteed!
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    13K013K
  • user avatar
    Random Muppet
    @MuppetTrading
    Apr 1, 2022
    Replying to @jimcramer
    Sir, $NVDA has zero content in xbox.
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