NYC heart, Pittsburgh genes, Cali dreams. Stock market student, cheerleader of people.
Charlotte, NC
Joined July 2011
- Tweets13.4K
- Following1.6K
- Followers14.3K
- Likes9.9K
Lindsey Bell retweeted
I'm hosting for @cvpayne 2pmET on @foxbusiness Joining me for some smart conversation:
@Connor_R_Hansen @justLBell @bessfreedman @HardikaInvests @rwbaird @mark0malek plus reaction to comments from @SecScottBessent on Iran economic sanctions.
Lindsey Bell retweeted
👀 "I've been studying earnings for most of my career, what we've been seeing this quarter... is that numbers have moved higher going into the reporting period” says @justLBell
That's a rare earnings dynamic.
Tech EPS outlook was stretched.
The stocks rose sharply into earnings.
Never a good mix for upside after reporting earnings.
Lindsey Bell retweeted
🎬 "I think investors are missing the story on Netflix” says @justLBell
Netflix isn't just a streaming company anymore.
The next opportunity could come from its push into the creator economy and digital media.
Semiconductor pricing power is reaching a peak.
▶️ Hyperscaler stocks are -20% since 4/1 as investors focus on AI ROI.
▶️ IBM customers are shifting spend to lock in chip pricing.
▶️ Apple and Microsoft are substantially increasing product prices.
And…
On the watch is:
▶️ Pricing war potential for the commodity of LLMs.
Was fun to discuss with @MariaBartiromo this morning!
@MorningsMaria
Lindsey Bell retweeted
The only live independent show from Wall Street's most iconic trading floor is back 📈
• @justLBell, 248Ventures
• @aztecs99, Explosive Options
• @HardikaInvests, Fundstrat
⬇️ TJDS at 10:00 AM ET from the NYSE, featuring your questions live. xitter.cf/i/broadcasts/1XxyggADR…
Tim Cook stepping down - planned transition or more like shareholder impatience?
Q1 2026 had the highest number of CEO departures in at least eight years.
Following a record-breaking level of CEO departures in 2025
Lindsey Bell retweeted
It’s AI Time for Ternus as Cook departs in this bitter sweet move @CNBCFastMoney 🍎👇
"There will be some skepticism because you're trying to fill shoes of one of the best CEOs in modern day history," says @wedbush's @divestech on Apple naming John Ternus as CEO. "You don't just hand the baton to have a treadmill approach," he adds. $AAPL
cnbc.com/video/2026/04/20/we…
Lindsey Bell retweeted
"There will be some skepticism because you're trying to fill shoes of one of the best CEOs in modern day history," says @wedbush's @divestech on Apple naming John Ternus as CEO. "You don't just hand the baton to have a treadmill approach," he adds. $AAPL
cnbc.com/video/2026/04/20/we…
Something doesn’t add up.
Higher earnings estimates are coming from tech, energy and materials.
All other sectors? Number have been cut.
Will we “look through” the conflict in the Middle East?
Will AI be able to save the day?
💥Feels like more hope than reality….
Lindsey Bell retweeted
Share of consumers saying their financial situation is worse compared to a year ago due to higher prices jumped to 54% in April vs. 47% in March … now highest on record
Lindsey Bell retweeted
There is a near-perfect correlation between US oil prices and US CPI inflation, as shown in our below analysis.
As WTI crude surges above $112/barrel, we believe the US economy is bracing for 3.5%+ CPI inflation, particularly if current prices persist through April.
Asset owners will be the only winners in the long-run.
Lindsey Bell retweeted
TOM LEE: Tech's P/E premium wiped out - @fundstrat @FundstratDirect $XLK
fundstratdirect.com/macro-st…
Lindsey Bell retweeted
Tomorrow is International Women's Day
Here's my curated list of must-follow women in finance who consistently drop real knowledge
@KynaKosling
@LindaRaschke
@EBoboch
@tradertvadaral
@DeniseKShull
@AnneMarieTrades
@AlissaCoram
@RosannaInvests
@kimanncurtin
@jablamsky
@RagheeHorner
@marketminute
@CordovaTrades
@justLBell
@Liathetrader
@StocktonKatie
@PointsNorth_Cap
@ines_ferre
@JudyKshaw
@KDG_Investor
@mjthwaites
@GassionGreta
@LizThomasStrat
@HumbledTrader18
@TheVoz4Real
@JuliaLaRoche
bonus Health & Fitness
@foundmyfitness
Lindsey Bell retweeted
Lindsey Bell @justLBell joins me to explain why earnings still matter more than headlines.
We discuss AI rotation, consumer staples, logistics, inflation, and why investors need to focus on evidence—not noise!
buff.ly/yuoRpQr
