Nothing To See Here
@TylerHardt
Followers
615
Following
1K
Media
1K
Statuses
3K
Commentary for your enjoyment only. None of my tweets are Investment Advice or recommendations. Do your own due diligence.
Joined May 2013
If this forecast for HBM memory from Bloomberg Intelligence is even remotely accurate, than $MU is worth a whole lot more than $100 per share.
20
40
329
So @X has deleted all of @Apple tweets. That is completely psychotic!!! If this isn’t a sign that Elon’s companies aren’t one giant cult, I don’t know what is. Any comments from the ceo? @lindayaX $TSLA $TSLAQ. @BradMunchen
86
32
219
$TSLA Fanbois: "Optimus is the undisputed Leader in Robotics". Jensen Huang: "Here are the leaders in robotics and none are called Optimus". I look forward to the Fanbois spin on this clear Snub from the Guy who would know. Facts hurt. $TSLAQ $NVDA @BradMunchen @StanphylCap
16
21
147
This pretty much nails it. The only value proposition pitched by crypto bros is scarcity. “There is a limited amount of coins”“They can’t print more”. Trump Coin kills those arguments. It is simply THE GREATER FOOL THEORY. No different than Tulips or Beanie Babies. @PauloMacro.
Crypto bros aren’t angry about Trump’s ethics. They’re angry that Trump exposed crypto for the scam that it is. If Trump, or anyone notorious, can spin one up this easily, what inherent or intrinsic value does crypto really have?.
8
20
109
@DonMiami3 Have you seen what’s happening on the west coast of Florida. Check out the November foreclosure filings in Charlotte County where house prices went bananas post COVID in Port Charlotte. The bust is on.
10
17
90
$TSLA is now submitting Cathey Wood's tweets in their proxy filing today. Why would any investor care what a Fund Manager who has lost $14 billion of investor's money. The Tesla Board is getting Desperate!! $TSLAQ @BradMunchen
16
14
67
@PauloMacro Just imagine how good it will feel when his ponzi scheme blows up…again. He is leveraging into higher prices, meaning any downturn in Bitcoin will be a calamity. And that is inevitable. We got your back, you got this. Not all heros wear capes!
13
0
60
Here is Bloomberg Intelligence market share assumptions for HBM. $MU
2
4
51
Have to imagine the discovery process and trial evidence will be amusing. $TSLA $TSLAQ @Bradmunchen @fudbos . Tesla must face California's false-marketing claims concerning Autopilot
3
6
39
I wonder how much $TSLA will be willing to pay to make this lawsuit go away. Maybe Elon and Vivek will fire all the judges in California's Norther District Federal Court before the case goes to trial as part of their DOGE initiative. @BradMunchen
10
14
47
Here is the crack work from the Commodities team at $JPM that is resulting in the OFS Analyst being forced to slap a $40 price target on $VAL. Maybe JPM should just put a fair multiple on 2026 EBITDA and ignore the clowns on his commodity desk who can't model oil market. @hkuppy.
At what point do you say, "Shit, maybe we are just a little off on our modeling?"
5
2
39
Hahahahah. The staff at @barronsonline is trolling $TSLA FSD fraud. “Yet to complete a single fully autonomous ride.”. “Waymo completes 150,000 self-driving cab rides per week, making it a REAL SELF-DRIVING PLAYER.” . 😲😃😆😂🤣😭. @BradMunchen $TSLAQ $GOOG
3
10
40
Where are all the Robotaxis in LA??? I thought $TSLA had a huge lead of Waymo?? @StanphylCap @BradMunchen $GOOG
4
9
37
The pain points for the American consumer continue to pile up. “In November, people with negative equity on their car loans averaged $6,054”.@DiMartinoBooth .
7
5
30
Fintwit community in the fall, “$DJT reaching a $10 billion market cap with just $3 million in sales will go down in history as the top Grift of all time!”. Donald Trump, “ Hold my beer.”. @PauloMacro @agnostoxxx @hkuppy @INArteCarloDoss
7
2
31
So Jolts is crashing and Quits Rate is back to Pre-Covid Levels. But labor market is strong? @KeithMcCullough @DiMartinoBooth
5
7
29
Peeps buying $RILY stock on the "leaked" $190 million deal for 55% of their Great American business unit may want to acquaint themselves with a legal term called "Fraudulent Conveyance". $RILY is a going concern and $190 million ain't stopping that. They can't even do this deal.
16
2
26
@AlderLaneEggs @adenatfriedman Adena and @Nasdaq are just hoping $RILY files Ch. 11 soon. They blew it, they failed as regulators, and they know it. Delisting RILY now just proves they are incompetent too.
5
6
25
The home library just got a nice new addition today. Looking forward to sitting down with the Fourth Turning and a nice glass of scotch. @KeithMcCullough @HoweGeneration
4
2
25
Merry Christmas to all my $TSLA friends. @BradMunchen @funwithnumberz @TommyThornton @StanphylCap @FriendlyBearSA @StuntDummyLives @zeroshorts @RealJimChanos @talesftf $TSLAQ
6
6
24
@Geiger_Capital That’s just 0.1% of his net worth. He could have accidentally fat-fingered the wrong ticker and never even noticed. That’s not exactly a strong endorsement of Bitcoin. $BTC $IBIT
1
2
25
🚨INVESTOR ALERT 🚨.Here is Public Service Reminder that it has now been 236 days since $RILY filed any financial statements with the @SECGov, and 32 days since RILY was required to submit a plan to regain compliance with @Nasdaq listing rules. @AlderLaneEggs @ParrotCapital
6
5
24
1
4
21
@christankerfund You could probably add 3 or 4 years to your life expectancy if you just stopped watching $ZIM.
2
0
22
@carlquintanilla $TSLA transition to Robotaxies & Robots is a little deeper and wider than a chasm. Perhaps the Pumper, I mean Jonas, should have called it "Crossing the Grand Canyon", or more realistically "Crossing he Black Hole." I wonder what Jonas would say if Musk didn't owe $MS billions!.
1
1
20
The $VAL investment case in 8 tweets and the usual @hkuppy humor. The company has a $3 billion market cap and if current day rates for floaters hold, they will do $800M-$1B in operating cash. Best part is it’s been cut in half on Saudis dumping some Jackups and tax loss selling.
1) I keep adding to $VAL on a scale like a proper baggie… This is by far my largest position. ~20% of the world’s 7G floater fleet in a sector that has consolidated to 4 core players + a massive high spec JU fleet at ~$4b EV just seems wrong.
0
2
22
Here is Public Service Reminder that it has now been 229 days since $RILY filed any financial statements with the @SECGov. I guess the @Nasdaq really needs their annual listing fee from B. Riley that is due on Jan 1. Watch us get delisting announcement on Jan 2. @AlderLaneEggs.
4
3
21
Your daily reminder that we are in Quad 4. Good thing new home construction has little impact on the GDP. 😳 . @KeithMcCullough
7
5
21
3
4
21
The amount of Grifters, Fraudsters and Conmen who are advisors to the incoming administration is stunning. This is the guy who led the nomination committee for Trump’s Transition team. Can’t believe he was almost Treasury Secretary. @ParrotCapital @AlderLaneEggs @FriendlyBearSA.
Cantor Fitzgerald is the linchpin of the go-to digital currency of the criminal world. Its CEO is poised to become Commerce secretary.
4
4
20
Morning Erik, the narrative that we need new nuclear energy sources is starting to catch on. Check out the cover of this weekend’s Barron’s. Keep up the good work. @ErikSTownsend @MacroVoices
1
4
19
The $TSLA CyberTurd’s innovative steer-by-wire system works amazing in the snow. I guess it doesn’t matter if snow covers the headlights because you can’t drive anywhere anyway. @BradMunchen.
6
7
18
Your friendly reminder that $RILY hasn't filed a financial statement since May 15th, which is more than 195 days ago. You gotta wonder how a "Financial Firm" can't file financials. But you already know the answer 👇
2
1
17
I sure hope that $RILY Preferred Holders enjoy the psychic income from their accrued dividends that will never get paid in full. @AlderLaneEggs @ParrotCapital
1
1
18
@JCOviedo6 I think the cyber truck is a watershed moment for the teslarati. Lots of them bought this thing and the product and experience is so bad, that it is piercing their reality distortion fields. For the first time, they are openly criticizing $TSLA and Musk. It is under appreciated.
2
4
17
Hey @KeithMcCullough show the “Young Fintech / Shadow Banker” this chart. Maybe he’ll start to get it.
The yearly change in credit card default rate is now at levels higher the 2008 Financial Crisis . This won't end well
3
7
16
@AlderLaneEggs Yeah. The @SECGov and @GaryGensler have been completely inept at stopping the rampant and well documented fraud at a ton of companies $RILY $ABR $TSLA $TRUP $SI.
3
2
17
You got to Wonder if Bryant is finally getting his margin call? Look at the volume today. $RILY @AlderLaneEggs @ParrotCapital @LKPreserve
3
2
16
$RILY airpocket and @AlderLaneEggs hasn't even started talking yet!!! @biancoresearch is still on there with @KeithMcCullough (crushing it by the way!)
1
3
15
It’s not your imagination. The market Gods are out to get you. All our stocks are getting killed into year end as market hits highs. The struggles of being a fundamental value investor in 2025 summed up in one chart. Good riddance to 2024! .@hkuppy @TommyThornton @Seawolfcap
0
2
17
This line pretty much sums up strength of the FTC's case TPR-CPRI case. @linakhanFTC and the @FTC should be embarrassed. They are clearly trying to legislate through the courts. If this deal is blocked, the FTC has legal cover to block anything. $TPR $CPRI
1
2
16
A lot of people on here say $ABR can’t be a fraud because Leon Cooperman is a big holder and gets on their calls to vouch for Management. It’s worth pointing out Leon did the same thing with Linn Energy (he owned 3%). FYI, Linn was a fraud and went to $0. @viceroyresearch
1
3
16
So if the good mortgage REIT operators buying quality properties are seeing huge delinquencies and slashing their dividends, how are the crappy loans that $ABR is making not even worse. How much are they going to have to cut their dividend? @viceroyresearch @HedgeyeREITs
2
5
15
Ohh, the SEC just dropped a new rule that is likely very concerning to Marcum’s new owners. $RILY @AlderLaneEggs.
Today the SEC approved new and updated PCAOB audit standards and an amendment to the PCAOB’s contributory liability rule. More:
1
2
16
@EricTheUmpire The tortious interference lawsuit against $CCF has a very good chance of being successful. And could be quite costly for them. FAFO.
1
0
17
There is a lot of debate on here as to whether $MCY has a 3% or 6% share of the homeowners Insurance market in California. According to $JPM it is 6.1%. If insured losses are $30 bil as $GS and $WFC have estimated. $MCY's share is $1.83 bil, which is near $1.9 total liquidity.
3
1
15
@TeslaVisualized @garageklub @28delayslater @Factschaser @cybrtrkguy @DennisCW_ @CybertruckDaddy @TeslaCybertruck @OCCYbertruck @CybertruckEU @Tesla_Cybercat That’s true, but when real 4x4 trucks get stuck in the sand, it doesn’t void their warranty. This $TSLA owner just lost his warranty. @BradMunchen
3
0
13
Elon's court docket is filling up rapidly. The inevitable forced refund of all the people who got #musked and bought FSD is quickly approaching. Hopefully $TSLA still has enough cash to pay. @28delayslater @Factschaser @BradMunchen $TSLAQ
4
1
13
This is rich. The SPAC king is lecturing the peasants on Investment Risk associated with Buffett's advise to buy an S&P 500 index fund if you aren't a professional investor. I suppose he thinks they should buy into his turd SPACS instead??.@AlderLaneEggs @ParrotCapital.
This needs to be fixed or it will end in disaster. Why?. Average Americans buy S&P 500 index ETFs, in part, because Buffett told them to. They were told they would pay very little and get diversification in the 500 best companies on earth to ride out storms. But as.
2
2
14
$TPR CEO gave interview to Women's Wear Daily and is very "confident" they will get FRTC Approval. $CPRI
0
2
15
"The preferred dividend was not suspended to preserve cash". OK, I'm sure the $262.5 million term loan due on June 23rd versus the $142 million in cash remaining after paying off the Feb preferreds had nothing to do with it. These guys can't stop lying! @AlderLaneEggs $RILY
0
0
15
@purvil_g Please See $MU CEO's (Sanjay Mehrotra) opening Remarks on the Q1 2025 earnings Call that took place on 12/18/24. He specifically says 2028 TAM for HBM is $100 Billion. Not to different from Bloomberg Intelligence Estimates referenced above.
1
0
14
OMG, you can't make this up. One Fraud is helping sell the assets of another Fraud. It's full circle of criminality!!.$MPW $RILY @HedgeyeREITs @AlderLaneEggs @KeithMcCullough.
B. Riley’s Wholesale & Industrial Division is conducting a 3-day sale of the assets of Carney Hospital in Dorchester, MA, & Nashoba Valley Medical Center in Ayer, MA. The sale will begin on Sept 12, 2024. $RILY #industrialsale #wholesale #hospitalequipment
2
1
14
it's almost 6:00 pm and still no press releases or 8-K's out of the $RILY folks. Not even a fake news report from Gillian. Looks like a classic painting of the tape in the closing minutes buy someone desperate. The shenanigans surrounding Riley seem endless. @AlderLaneEggs.
1
1
14
Hey @linakhanFTC the 260 pilots who lost their jobs today because the @FTC through its infinite wisdom stopped the $SAVE $JBLU merger on anticompetitive grounds. How much competition will there be when Spirit goes bankrupt without the deal? Your incompetence is Astounding.
2
4
13
“My decision to move to Miami was an emotional one. It had nothing to do with the State of Washington’s new 7% excise tax on Capital Gains.” . - Jeff Bezos (who has $137 billion in unrealized capital gains).@DiMartinoBooth @KeithMcCullough @hkuppy
3
2
13
According to Goldman, Asset Manager Positioning in Equity futures has never been this optimistic. @TommyThornton @dailydirtnap
0
1
13
@BrandJ2K @BradMunchen I’m sure the guy who just got a $10 billion order for H100 chips from Elon isn’t going to gaslight him…. Your handle says brand brand, I presume you are in sales. If you get a huge order from a client do you stroke his ego or tell him he’s full of 💩?.
2
2
11
Wow. Look at the speculators plowing into the $RILY calls trying to trigger a short squeeze ahead of @AlderLaneEggs on @Hedgeye tomorrow. Seems like a drowning man's last gasp of air.
3
1
11
@TommyThornton This is like the first time she put the $4,000 price target on $TSLA back in 2018. The stock price ultimately got there, but none of her reason's to justify that target ever happened. She missed on all of them. Sometimes better to be lucky than smart.
1
0
11
1
1
11
Hey @BRileyFinancial , when financials? . Or at least a NT 10-Q? .Do you even still have an Auditor?.$RILY @AlderLaneEggs
1
1
12
@AlderLaneEggs I wonder if $RILY is going to check the 15 day extension box again come Friday??.
2
3
11
@FriendlyBearSA @AlderLaneEggs Look how much it grew from the Q3 release. Someone's got some 'splaining to do. $RILY = Fraud
0
1
11
Wells Fargo isn’t exactly known for their superior sell-side research. I have no clue how good their Insurance Analyst is. But if Insurance losses are $30 Billion, $MCY is a bagel ($0). Math is math. Silence from the company today isn’t encouraging.
0
1
12
Here it is my 2024 Summer Reading List. Hopefully an unfamiliar book is on here. @AlderLaneEggs @KeithMcCullough @hkuppy @kevinmuir @PauloMacro @ParrotCapital @dailydirtnap @spomboy @ttmygh @TommyThornton @TgMacro @PatrickCeresna @DiMartinoBooth @EconguyRosie @biancoresearch
1
0
6
@AlderLaneEggs @halfkelly I guess because instead of taking new investor cash and paying off older investors, he instead stole the money and bribed politicians, it’s “technically” not a Ponzi scheme. What the hell happened to Michael Lewis?? Safe to assume his upcoming book is garbage.
0
2
12
More evidence the "Consumer is Strong" narrative is quickly falling apart. It's Quad 4 silly! .$HD @KeithMcCullough
6
6
11
@APKeyton @CorneliaLake I believe the executive branch’s teeth look like this…. $SOC oil production is imminent.
0
2
11
$RILY So on the Q1 Call Bryan Riley said United Online (UOL) and magicJack are great and Lingo & Bullseye are an issue. But the 10-K says the opposite: UOL and magicJack are declining and the increase in revenues came from Lingo & BullsEye. Huh??? @AlderLaneEggs @FriendlyBearSA
1
1
11
Just a friendly reminder what $SLB CEO said about Deepwater market on his Q4 call. You need to consider 2026 results when valuing the offshore service providers, not the lull in activity in 2024 or 2025. A little patience will pay off big. $VAL $TDW $NE @hkuppy @Seawolfcap
0
0
11
Wow, 38% of $ABR loans in their CLO are delinquent or modified as of May, yet according to their @SECGov filings and Q1 mgmt call, all the loans ABR is keeping on their books are performing just fine. Either the CLO investors are unlucky or ABR is committing fraud. @ParrotCapital
Arbor – May CLO Update - now live:. Modified loans are now delinquent once again. Arbor continues to window-dress distressed loans while compounding PIK revenues on distressed, modified loans. $ABR 1/.
0
3
10
@ParrotCapital @gmorgenson @AlderLaneEggs @KeithMcCullough @hkuppy @kevinmuir @PauloMacro @dailydirtnap @spomboy @ttmygh @TommyThornton @TgMacro @PatrickCeresna @DiMartinoBooth @EconguyRosie @biancoresearch Just cracked open When Markets Speak with an Old Fashion. I’m 40 pages in and it is fantastic so far. Looking forward to read Gretchen’s book. Have a great long weekend. I appreciate your excellent work.
0
0
5
Remember when $RILY told the SEC in their NT 10-K filing that they would file their 10-K by March 15 or earlier. Been crickets since then, haven't even refiled an NT-10K as required by Rules 12b-25. I have to imagine the @SECGov doesn't like being lied to. @AlderLaneEggs
1
2
11
Where are all the Pumpers to follow through with yesterday's "to the moon attempt" on $RILY. You boys really need to start hitting the tape on those $26 and higher calls to offset the sledgehammer @AlderLaneEggs is about to bring at the @Hedgeye Investor Summit today.
6
2
8
@BowTiedMara Honestly, California should have to pay everyone in Nevada, Florida and Texas reparations for having to take in all their citizens.
0
0
9
$TLN got picked up by it's first bulge bracket bank analyst today. Expect a lot more Analyst to follow with more coverage. Barclays leading off with a $178 price target 🔥🔥🔥🔥
2
3
10
This is pretty wild. The sell side analysts have significantly raised the their target prices for Tesla, but not their earnings estimates. I can’t imagine much more proof to the idea that current at stock price movements have completely separated from fundamentals. @BradMunchen
2
3
10
Gotta love $RILY shinanigans. We are capable to report Q2 numbers, but the numbers prove the company is insolvent and they still haven’t marked down their loans to companies like Conn’s in bankruptcy.
0
1
10
The AR headset space is about to get more crowded with Samsung and $GOOG. All good things for $ENVX.
0
1
10