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Mr SB

@TheShitbagger

Resurrected from the depths, the original Mr Shitbaggers burner account. The mission continues with the dailies and the market. US Markets brah

Joined September 2026
  • Tweets33
  • Following45
  • Followers13
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Hood puts100 End of week See it f Clarity act disappointment + hawkish Fed does
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Crude Puts 100 17/9 Looking for either 1. Some progress in Iran (who knows) 2 Fed hawkish tone (likely) 3 Fed raise rates (unlikely)
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$FIP Added Remains ice cold ❄️
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Brah doing Spaces tomorrow Appreciate there be no one listening to em but stops brah talking to about market at home The ironic thing in both situations is both not interested Respect that brah
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Brah watching them dailies
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Kalshi (@Kalshi) profile pictureKalshi
@KalshiSep 15
JUST IN: Senate Republicans reject Democrats' Clarity Act counter-offer
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Cashed +50%
Mr SB (@TheShitbagger) profile pictureMr SB@TheShitbaggerSep 15
TSLA calls 360 See if we get a dip and rally
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With this market the leather jacket cannot come off …brah needs to pump
Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengineSep 15
NVIDIA $NVDA confirms GTC Washington, D.C. will return on December 1, 2026, for the second time this year.
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Meta so wild
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TSLA calls 360 See if we get a dip and rally
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SPCX 148 calls dailies See if we get a dip n rally
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Holding it Valuation getting a little less wild on 2027 forecasts Shall see
Bilaal- BD investing (@bdinvestingg) profile pictureBilaal- BD investing
@bdinvestinggSep 15
$FPS Q4 EARNINGS BIG BEAT ✅ Revenue $462M vs Est. $430M 94% YoY ✅ Adj. EBITDA $113M vs Est. $108M +163% YoY ✅ Adj. Net Income $77.3M vs Est. $73.6M ✅ Backlog $3.0B (+256% YoY) FY27 Guidance ✅ Revenue $2.4B-$2.6B vs Est. $2.08B ✅ Adj. EBITDA $575M-$625M vs Est. $511M • Adj. EPS $1.26-$1.40 🔥 $3B backlog gives strong future revenue visibility 🔥 Forgent is expanding Powertrain Solutions capacity in Tijuana to support growing demand
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Green brev
Agility (@agilityrobotics) profile pictureAgility
@agilityroboticsSep 15
Introducing Digit 5. Agility’s next-generation humanoid, engineered for cooperatively safe work at scale, allowing it to work in close proximity to people without the physical safety barriers required by traditional automation. Explore Digit 5: agilityrobotics.com/solution… Watch the full video: youtu.be/oyq9BOwK5XI
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Traders currently assign roughly a 92% probability of a rate increase tomorrow.
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Shay Boloor (@StockSavvyShay) profile pictureShay Boloor
@StockSavvyShaySep 15
$AAPL has reportedly accepted Samsung’s Q1 2027 memory pricing with DRAM and NAND roughly 30% to 40% above Q3 levels. Apple accepting those increases is another sign that memory suppliers still have the upper hand on pricing heading into 2027 especially for $MU and $SKHY.
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P/S 16x That’s why I’m a buyer at 213
Noah (@antibearthesis) profile pictureNoah
@antibearthesisSep 14
Peter Lynch called PEG <1 undervalued. $NVDA: 0.3 PEG NVIDIA isn’t just undervalued. It’s extremely undervalued.
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$FPS What they do: manufacture MV HV LV switchboards and transformers Theme catalysts: AI energy growth Market cap:6bn P/S: 6.5 (2027e 2.5x) Trailing PE: 42 Forward PE: 155 Short Interest: 6.75% Revenue 2025: 753m 2026e: 1196m 2027e: 2.5bn
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eps growth circa 360% in 2026e Expects FY27 revenues to be between $2.4 billion and $2.6 billion, above analysts' estimates of $2.08 billion FY27 adjusted EPS in the range of $1.26 and $1.40, compared with expectations of $1.14
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Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengineSep 15
BOFA RAISES SEMICONDUCTOR GROWTH OUTLOOK TO 18% THROUGH 2030 Bank of America now expects the semiconductor industry to grow at an 18% CAGR from 2026 to 2030, up from its previous 14% forecast, driven primarily by stronger memory and data center demand. BofA now sees the semiconductor market reaching $3.2T by 2030, up from its prior $2.7T estimate. The industry is currently around $1.7T, meaning BofA expects it to nearly double within four years. Wafer fab equipment estimates were also raised: 2026: $156B, up 33% YoY 2027: $210B, up 34% YoY 2030: $360B DRAM equipment spending alone is expected to reach $61B in 2026 and $85B in 2027. BofA cited continued strong AI and data center orders, capacity commitments and higher memory investment as key drivers. Nvidia B200 GPU rental pricing also remains firm at about $5.72/hour, less than 10% below its March peak.
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