Chad Kusserow @VetTechTrader Twitter profile

Last Seen Profiles

@huinaijiang

@tubbbbss

@bscwhalecoin

@TheIFAB

@Unathi_14

@penn_kaela420

@VIPAdotMe

@bokeplokalmalam

@Bo_Dickson4

@tx2official

@AlaynaCullen

@Narmadapandeyy

@AirCampaigner

@aokizudo

@Machine053

@philas

@IamChip_E

@Markbuschn

@korunmula

@lizsamadhi

@takeittime

@pc_pools

@Discoveries_SC

@poisondjschool

@Sydiepooh

@TheRealBatopy

@BoraTayfun34

@hadip

@Chuwkwuebuka

@Xavvy_YGO

@fruitlops1

@ADULeads

@EvaKalevra

@MuzikMove

@bokeplokalmalam

@oystervilla

Chad Kusserow

@VetTechTrader

3 years

Just to be clear on $AMZN eps given the headline efffect, ex Rivian gain, eps was 4.81 vs street 3.58; guide for Q1 on OI equates to ~7.50 eps vs. street 9.5 so net, net ex Rivian, eps actually missed between the 2 quarters in addition to revs, just to be clear...

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Chad Kusserow

@VetTechTrader

2 years

$MSFT FCF down 15% YoY- not sure how that's a great number imho...

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Chad Kusserow

@VetTechTrader

3 years

Still in shock $FB spent 1/2 of a year's FCF buying back stock in one quarter right before they pulled the rug even further on an issue (IDFA) that one would think they would have had a good handle on before being that aggressive- I thought it read 19.2M shrs, not $19.2B...

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Chad Kusserow

@VetTechTrader

2 years

Funny ppl now talking 10x sales being high for a name like $CRWD with 30% FCF margins and growth in the 30s in a quasi recession but don't realize $NVDA is over 14x and generated zero FCF this past Q but I digress...

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Chad Kusserow

@VetTechTrader

3 years

Reed Hastings buys 51k shrs $NFLX at 388/change

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Chad Kusserow

@VetTechTrader

3 years

CS dowgrades $STNE after it drops from 95 to 16, cuts tgt from 100 to 22, cites lack of catalysts and poor earnings momentum- hall of fame sellside stuff there...

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Chad Kusserow

@VetTechTrader

4 years

Only about 10% of the ~6% move in the $SPY past 7 days was, in aggregate, during open hours- close to 90% was overnight/premkt coming into the past 2 Mondays...

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Chad Kusserow

@VetTechTrader

6 months

OMG, $LYFT said 500bps of EBITDA margin expansion for '24 in the PR but they "meant" 50bps- should make for some potentially interesting lawsuits...

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Chad Kusserow

@VetTechTrader

6 years

You can own $IBM at a forward levered FCF yield of 7.5% w/ barely any growth or $GOOG at ~6% w/ accelerating FCF profile and close to 20% growth; $IBM has 50B in debt (incl pension obligations) vs. $GOOG w/ ~120B in net cash

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Chad Kusserow

@VetTechTrader

2 months

$10M open market buy of $SNOW by a Director (founding CEO) is not nothing

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Chad Kusserow

@VetTechTrader

1 year

I remember sitting in a rinky dink room doing a 1 on 1 w/ Jensen from $NVDA about 25 years ago when they were a bit graphics card supplier-always knew he was a rock star but just amazing what he's accomplished-1 of the few to justify the black leather jacket! & he's a good human

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Chad Kusserow

@VetTechTrader

4 years

Something’s obviously going on at Robinhood if they’re now limiting names like $SBUX

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Chad Kusserow

@VetTechTrader

1 year

$AAPL inventories up 37% vs. sales down 3%

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Chad Kusserow

@VetTechTrader

3 years

$NVDA said thinks crypto responsible for 100-300M in q4 revs

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Chad Kusserow

@VetTechTrader

6 months

Just significantly revised down my $LYFT '24 FCF estimate for unusual litigation expenses

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Chad Kusserow

@VetTechTrader

2 years

$NVDA director sells $33M of stock

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Chad Kusserow

@VetTechTrader

6 months

I've never seen such huge upmoves in stocks with estimates getting slashed so much - prob unprecedented in over 25 years doing this

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Chad Kusserow

@VetTechTrader

6 months

Been investing in semis for 25+ years so I understand how cyclicality works- buy when look ridic expensive on earnings, sell them at peak earnings (cheap)- all assumes the stocks are at troughish levels of EV/Sales or TBV, etc- this cycle massive front running behavior crazy

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Chad Kusserow

@VetTechTrader

6 years

Current mkt special 3 for 1 offer -Get China's 3 top internet cos ( $BABA, $TCEHY, $BIDU) for the mkt cap of $AMZN- China internet mkt 3-4x US as well- of course not apples to apples but you get the point (could even throw in $JD to get the deal done)...

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Chad Kusserow

@VetTechTrader

3 years

Cramer relaying comment about Cathie Wood and how "she's irrelevant"- good sentiment sign- was talking 10 mos about ARK peak, Cathie worship, etc and now looking for the opposite in the broader media as a contrarian buy signal...

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Chad Kusserow

@VetTechTrader

3 years

Not sure if I've ever seen a bigger disconnect between mkt caps in tech- large vs. medium/small- large caps literally up every day in already extreme o/b territory while bear mkt in many small/mid caps...

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Chad Kusserow

@VetTechTrader

3 years

Hate to say it, but Chamath uses cnbc just like many other people do to talk their books while then selling into the masses piling in at crazy prices- rinse, repeat...

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Chad Kusserow

@VetTechTrader

2 years

If your best idea is one of the top 3 market cap cos in the world, you're prob not trying hard enough...

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Chad Kusserow

@VetTechTrader

3 years

I don't think I've ever waltzed into one of my biggest $$ making positions over the years without taking some pain first- eventual 20 baggers what went down 25-30% initially on garbage even after it became relatively obvious where things were headed- just the way it works...

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Chad Kusserow

@VetTechTrader

3 years

Not down big on the day is the new up...

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Chad Kusserow

@VetTechTrader

2 years

Jefferies guy picks up $CRWD with a Buy in April 2022 w/ the stock in the 200s and a 275 target; now he downgrades on a generic "growth stock" comment after the horse well out of the barn at 100 w a 120 tgt, and people seem to think he's suddenly a soothsayer...?

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Chad Kusserow

@VetTechTrader

1 year

ARK's "bear case" on $TSLA thru '27 is 1400- just a mere $5.5 trillion mkt cap - I'm truly surprised Cathie says this stuff with a straight face- a bear case would assume many things can go wrong, and many you can't see today-I can't even...

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Chad Kusserow

@VetTechTrader

3 years

Current mkt in a nutshell…

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Chad Kusserow

@VetTechTrader

1 year

OMG- never seen anything like that- Leslie Picker mispronounced the name of the $CLF CEO like 3 times and he kept correcting her and she kept doing it-at the end of the interview he thanked her and called her by a different name- he's a character - quite the entertainment

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Chad Kusserow

@VetTechTrader

3 years

If your best risk/reward idea is to pile into $AAPL right here, right now vs. so many names that have been unduly trashed, you need to have your head examined...

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Chad Kusserow

@VetTechTrader

11 months

$DXY now straight up 7% since the beginning of q2 earnings reporting season- not sure how that can't impact forward revenue estimates for the large multinationals- they didn't bake that scenario into guide pretty sure and sellside won't catch it

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Chad Kusserow

@VetTechTrader

3 years

Ha- Cramer says he's going to have $BARK on- will prob move it more than any research, etc....

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Chad Kusserow

@VetTechTrader

2 years

Elon asked about a $TSLA buyback- he said the board kinda sorta said yes and could be 5-10B, but all in a roundabout way, like much of what he says

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Chad Kusserow

@VetTechTrader

3 years

Had a good call w/ $BARK would just say tone was of confidence in execution & fact equity feels mispriced for upside potential-feeling is Eats biz can be much bigger than Play biz today; seeing lots more institutional buyers getting involved and in front of many more coming weeks

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Chad Kusserow

@VetTechTrader

1 year

Irony is $NET still trades at a 30% higher EV/Sales premium to $ZS despite $ZS growing 20% faster and having significantly higher FCF margins- much due to a perception $ZS is losing share to others despite being tops in a very strong SASE space

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Chad Kusserow

@VetTechTrader

3 years

Mnuchin says Fed should trim asset purchases immediately and doesn't think inflation is transitory- funny what people say when not in an administration role...

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Chad Kusserow

@VetTechTrader

7 months

So, $AAPL basically guided to $90B in revs vs. street at 96, that's -5% yoy and worst Q in terms of decline other than FQ1'23 ant-5.5% and have to go back like 5 years to find one worst-unless I missed Luca's math which I don't think I did

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Chad Kusserow

@VetTechTrader

1 year

I guess $ZS finally got sick of watching their stock go down just about every day while they continue to have some of the best results in software

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Chad Kusserow

@VetTechTrader

3 years

People b*tching/moaning about not getting corrections and then when you get one, everyone not only refuses to shop but runs out and attempts to burn it...

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Chad Kusserow

@VetTechTrader

3 years

Cramer literally just said "this market has some of the dumbest sellers I have ever seen"- dude, play back the tape late March when you capitulated on tech right at the low basically- I just can't...

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Chad Kusserow

@VetTechTrader

2 years

$CVNA NOW raising more equity capital down 80% from where stock was 8 months ago- not how you want to do it- were given an absolute gift by the Fed last year and should have tapped the ATM when had the max op; some may argue still a gift here, no idea...

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Chad Kusserow

@VetTechTrader

3 years

$BARK beefing up its mgmt team-hired former Director of Global Logistics at Amazon to become head of supply chain, brought in seasoned machine learning scientist from Zulily to be VP, Data, Analytics & Machine Learning; highlighted expanded fulfillment center expansion for Eats

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Chad Kusserow

@VetTechTrader

2 years

For the life of me, I don't understand why the $TSLA uber bears can't come off the "single digit" multiple thing; we know legacy cos trade at that multiple but are growing very slowly and many have tons of debt- you can't just ignore the growth, and I'm by no means a big bull

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Chad Kusserow

@VetTechTrader

3 years

BTW- $BARK CEO (from $AMZN) has apparently attracted several senior level people to the company from Amazon...

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Chad Kusserow

@VetTechTrader

3 years

I guess I own the only SPAC to announce a buyback pre-despac ( $APXT) and the only one to get an additional investment from an existing investor pre-despac ( $BSPE)- jives w/ my process so guess just some reinforcement...

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Chad Kusserow

@VetTechTrader

5 months

I really really really love everything about this- been trying to preach this to my kids their whole lives to offset the bubble they (and many others) have grown up in

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Chad Kusserow

@VetTechTrader

2 years

$GOOG Youtube revs up 15% YoY on a 50% tough comp; has an 84% comp in q2 and a 43% comp in q3- doesn't get easier for several Qs...

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Chad Kusserow

@VetTechTrader

3 months

$PATH ARR miss, CEO resigning and guiding down ouch

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Chad Kusserow

@VetTechTrader

3 years

$BARK appoints 3 new high level executives including its own IR- in the PR, the CEO cites the company's "ongoing growth and momentum"...

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Chad Kusserow

@VetTechTrader

3 years

Another absoute pukefest under the covers- some serious liquidation going on the the growth/small cap cohort- problem is when people sell the most extended/expensive merch, the value stuff still getting puked to no end- one of worst ST blowouts I've seen in growthish space...

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Chad Kusserow

@VetTechTrader

3 years

$BARK looking to almost double employee base- seems bad 😉

BARK

@bark

3 years

Our team is growing! Over the next four years, our Columbus office will hire 500 new positions. Which means…500 potential new dogs in the office!

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Chad Kusserow

@VetTechTrader

1 year

Buying $ADYEY on the premise "margins are just depressed because mgmt is investing aggressively" missing the main point, imho, that they can't control competitors continuing to be aggressive on pricing (in NA) - 1 thing if rock bottom valuation, which still is not

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Chad Kusserow

@VetTechTrader

2 years

Call me a purist, but all of the hype $PLTR made about being gaap positive in q4, they actually weren't ex- a one-time gain from buying in their Japan JV (44.6M gain)- it's almost like they really think everyone is really that ignorant - amazing some of the BS in this mkt...

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Chad Kusserow

@VetTechTrader

2 years

$CRWD Dir bought another $3.4M worth at 96...

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Chad Kusserow

@VetTechTrader

6 months

Whoa- $ORCL talking 10B in capex in F'25 vs. 7.3B F'24 est, up 37% yoy; q4 implied capex is up 69% yoy

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Chad Kusserow

@VetTechTrader

4 years

And $SNAP announces $750M convert- they know better than to let a 37% squeeze go to waste...

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Chad Kusserow

@VetTechTrader

3 years

$BABA bought over $5B of stock last Q avg price 191

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Chad Kusserow

@VetTechTrader

2 years

Reminder that the Federal Reserve apparently has 23,000 employees- I suggest we enhance the move to dampen wage pressures by implementing an at least 10%, if not, 25% headcount reduction at that very institution that continues to prove its ineptitude...

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Chad Kusserow

@VetTechTrader

2 years

No idea how Cathie Wood sleeps at night...

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Chad Kusserow

@VetTechTrader

3 months

$GME mgmt is stupid if they don’t fire up another ATM- there is no biz model to discuss, just how many baggies can be sucked in to sell into again

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Chad Kusserow

@VetTechTrader

1 year

$AI used external consultants to change the definition of what a customer is and revised them up from prior methodology; RPO down 18% vs. down 19% in q3; BHI 87% of CRPO and remains almost 40% of CRPO; Agreements up 59% YoY but ACV per down 58%; guide light + above smdh...

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Chad Kusserow

@VetTechTrader

3 years

Another $AVPT insider buy- 25k shrs @ 9.65...

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Chad Kusserow

@VetTechTrader

5 months

New $SNOW CEO sounded awfully confident talking to Cramer on current tone of biz-consumption, bookings- and product flow cadence-think Mike lowered bar for new CEO-we know consciously giving up some storage revs with Iceberg Tables- r/r a bit diff 150s vs. 230s

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Chad Kusserow

@VetTechTrader

4 months

$TSM April sales extremely strong at 236B NTD, up 21% MoM; April typically flattish MoM; up 60% yoy on a -14% comp; March was up 34% on a -15% comp

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Chad Kusserow

@VetTechTrader

2 years

We as Americans have such first world problems and have gotten so soft over the years; can't imagine what so many of these Ukrainians are going thru and so impressed by all the stories of resilience and national unity...

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Chad Kusserow

@VetTechTrader

3 years

2 $ORGN insiders step up to buy stock on the open mkt low 5s - co-CEO 40k shrs and Director 50k shrs - not sure what else they can do blowing out signings (3x where were at 10), being a ahead of plan Origin 1 and buying stock

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Chad Kusserow

@VetTechTrader

3 years

Another $ORGN insider buy today- Director bought 20k shrs at 6.06- color me unsurprised...

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Chad Kusserow

@VetTechTrader

3 years

Now counting roughly 20 cos w/ insider buys since just 8/11 (now that windows opening)- list: $KPLT, $ENVX, $SRAC, $FST, $CFAC, $TALK, $FOA, $UTZ, $APPH, $AVPT, $ORGN, $SOFI, $CANO, $ASTS, $SNAX, $SUNL, $HIPO, $MPLN, $HLLY- I'm sure the list will grow...

Chad Kusserow

@VetTechTrader

3 years

Don't just suspect but almost expect insider buying in many of these SPACs that have been crushed where fundies are very strong- trading windows will be opening in August and look forward to referencing this tweet in a month or so...

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Chad Kusserow

@VetTechTrader

3 years

People are literally pricing a recession into certain names and all the Fed has done is talk- and it happened all in like a month or so- that is just insane...

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Chad Kusserow

@VetTechTrader

2 years

$AMZN CFO said expect AWS growth rate to slow "for the next few quarters"- means it will get into the mid to high teens before comps turn easier q3/q4...

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Chad Kusserow

@VetTechTrader

2 years

Getting ahead of next Wed Fed meeting- hiking 75bps and then going to 50bps isn't a "pivot", it's just the plan and always has been- as have said when stks were dumping, are hitting a "rate of change" positive, but that's different than Fed looking to cut, esp after a big rally

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Chad Kusserow

@VetTechTrader

1 year

By no means going to say anything negative about Warren Buffett given his track record, but if you're selling $TSM on geopolitical risk, you really can't fundamentally justify having almost 40% of your book in $AAPL...

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Chad Kusserow

@VetTechTrader

3 years

Goldman pulls their Conviction Buy on $BABA to a mere Buy after the massive drop- thanks for playing...

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Chad Kusserow

@VetTechTrader

3 years

Good call w/ $BARK- seem v confident in guidance despite shipping costs-been working on that for mos to offset; seem very confident in Eats- NE unit costs set and just finishing up W for full US launch; focused on bigger PR effort now- more newsflow, confs, sellside coverage, etc

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Chad Kusserow

@VetTechTrader

3 years

Thing that always kills me is the people puking today will probably be chasing stuff higher in a few months...

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Chad Kusserow

@VetTechTrader

11 months

I know most won't understand this, but in tech, you used to actually be able to participate in IPOs early of the lifecycle of great cos at reasonable valuations- now, 95% is just liquidity for mostly VCs as the cos are staying/and being funded privately, so much longer...

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Chad Kusserow

@VetTechTrader

3 years

Honestly don't get why people so tethered to a co being a SPAC - once it's public, not really sure why it matters- sure, have the whole process- despac, redemption, etc.- but the estimates are what they are just like any other company... people love to bucket things though

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Chad Kusserow

@VetTechTrader

4 months

Zuck talking multi-yr investment cycle for AI products for $META, said stock tends to be "volatile" when spending a lot and not getting any revenue- not what you want to hear- exact opposite of past 18 mos

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Chad Kusserow

@VetTechTrader

1 year

$AAPL confirmed similar YoY growth for q3 as q2- implies roughly 81B vs. street 84.7B est- a bit surprised stock fully absorbing a 4+% miss

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Chad Kusserow

@VetTechTrader

2 years

$SNAP going up 11% on $META after having just reported the day before tells you all you need to know what's driving prices...

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Chad Kusserow

@VetTechTrader

3 years

For someone that freely share ideas and insights regularly, sometimes I really wonder why I bother, seriously...

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Chad Kusserow

@VetTechTrader

3 years

$ORGN now 4.2B of bookings- now over 4x since Feb- all while the stock has gone from 10 to 7/change... don't think they're knocking down all of these deals just because they're nice guys... at some point, it becomes ridiculous...

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Chad Kusserow

@VetTechTrader

2 years

I say it every day but this market is F'd up with a capital F...

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Chad Kusserow

@VetTechTrader

1 year

Elon just said "demand roughly tracking production" when asked how demand/production synching up- normally he seems to say demand off the charts or something- maybe a bit nuanced but doubt gets scrutinized much anyway

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Chad Kusserow

@VetTechTrader

30 days

Pretty every AI datapoint from recent reports has been quite positive- $CLS, $APH, $TSM, $IBM, $NOW, etc- tech was very overbought- recent narratives (I believe) are just following price vs. anything really changing imho

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Chad Kusserow

@VetTechTrader

3 years

Ha- Twitter requires you to have at least 10k followers for tipjar- I guess people that add a ton of value but never once even attempt to gain followers don't matter- guess people that buy followers more relevant apparently

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Chad Kusserow

@VetTechTrader

3 years

$BARK presenting at Citi Global Tech conf on 9/14...

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Chad Kusserow

@VetTechTrader

3 years

The Fed not only crushed the little guy by exacerbating inflationary pressures but gave him a false sense of security to massively speculate and now has crushed those dreams as well- congrats...

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Chad Kusserow

@VetTechTrader

1 year

Does anyone in the free world not realize that of course $MSFT is and has been working closely with $AMD for like forever?? why on God's green earth is this such a fascinating revelation?

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Chad Kusserow

@VetTechTrader

3 years

Are going to be a lot of doubles and triples coming out of December over the next year/2 as people completely lose their minds...

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Chad Kusserow

@VetTechTrader

1 year

Spent some quality family time in the office to the North- so good to get a respite from the talking head double talk and recharge the batteries- hope everyone had a restful “long weekend”

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Chad Kusserow

@VetTechTrader

1 year

Seeing $FRC at 22 this AM, Cramer apparently deleted his tweet from last Friday saying to buy it at 78- good work!

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Chad Kusserow

@VetTechTrader

3 years

People that dumped $BARK yesterday on the "boilerplate" cfo leaving reason/saying were hiding something will likely regret it-did my best to inform from the get-go but can only do so much-lots of good in front of them I believe & fairly egregiously mispriced out in the open imho

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Chad Kusserow

@VetTechTrader

6 months

I literally have a headache and I'm attributing it to these ridiculous tech earnings reports and the mental gymnastics you have to do to make sense of much of it-really is pretty crazy, and I've been doing this a long time

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Chad Kusserow

@VetTechTrader

4 years

$SQ saw a 45 point YoY decline in GPV from where it was 10 days ago- quantifies the speed of economic dropoff in SMB sector...

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Chad Kusserow

@VetTechTrader

3 years

Very good calls with both $PD and $SPLK- conclusions on both the same as last week and why was buying both on the mindless dips- if you're going to give me almost free $$, gonna take it...not even half kidding

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Chad Kusserow

@VetTechTrader

6 months

$PANW on "spending fatigue"- security budgets going up much faster than overall budgets recent years but still seeing breaches- characterized clients as just stepping back to reassess security spending because of this- not many other players saying this lately so guess we'll see

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Chad Kusserow

@VetTechTrader

7 months

If you don't live in the tech space, prob can't appreciate how much of a ridiculous game lots of moves are lately, and no, it's not healthy- it's very obviously driven by manic short covering which is the opposite of puking longs at the lows

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Chad Kusserow

@VetTechTrader

3 years

$NVDA cfo just said demand is very strong- said demand will likely exceed supply for the rest of the year....

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Chad Kusserow

@VetTechTrader

2 years

Mr melt up/ crash deleted a tweet tonight because $MSFT cratered on the guide- don’t trust people that delete tweets…

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