$GS — FinTwit mentions on Surfaced

$GS — FinTwit mentions on Surfaced

Recent calls

17 calls

@pivotal_pivotsJun 17, 2026 · 4:52 PM

$GS is near my next profit target! 🎯⚠️ When I saw $GS stock price respect the YDMC & YWP #pivotpoints, was a clue to me that it probably would go to YWR1/YDMH in 2026. 🤓 The BIGGEST reversals happen at the Yearly #pivotpoints!! ⏬⏫ https://t.co/ReL7EA10EG

@thevalueistJun 17, 2026 · 1:56 AM

$GS Goldman Sachs: A High-Quality Cyclical Compounder in Transition. Investment Thesis. New: 6/16/26. Goldman Sachs has completed a strategic retreat that was, in retrospect, necessary and overdue. The exit from consumer banking removed a business line that consumed capital and management attention without delivering the returns that justified the strategic rationale at the time it was pursued. What remains is a firm refocused on the franchises where it has genuine, durable competitive advantage — Global Banking & Markets and an Asset & Wealth Management segment that is scaling toward the recurring fee revenue profile that supports premium valuation multiples in ways that transaction-driven banking revenue cannot. The ROE performance reflects that refocusing. Returning capital to the highest-return businesses rather than spreading it across a diversified but lower-quality mix has produced financial results that validate the strategic correction. Global Banking & Markets remains a business with structural barriers to entry — deep client relationships, balance sheet scale, and talent density that newer entrants cannot easily replicate — and Goldman's execution in that segment continues to set the competitive benchmark. The Asset & Wealth Management scaling is the more interesting forward-looking story. Building durable, fee-based recurring revenue reduces the firm's historical earnings volatility tied to capital markets cyclicality, and that diversification — done correctly, unlike the consumer banking experiment — improves the quality of the earnings base in ways that should support a more stable multiple over time. AI-driven capital formation and private credit are the growth engines management has identified for the coming years, and both fit Goldman's institutional strengths well. AI-related capital raising activity is already a meaningful driver of banking and advisory revenue, and private credit allows Goldman to participate in a lending market that has migrated away from traditional bank balance sheets without taking on the deposit-funded balance sheet risk that the consumer banking pivot required. The valuation has caught up with the operational improvement. The stock reflects a meaningful recovery premium, which creates a more balanced risk-reward setup than existed when the strategic correction was still underway and underappreciated. Operational execution is genuinely superior, and that quality is now largely priced in rather than available at a discount. Governance optics and compensation levels are the qualitative risk worth carrying, even though they don't show up directly in the financial models. High compensation in a year of strong performance is defensible on a pay-for-performance basis, but it remains a recurring point of scrutiny from regulators and shareholders alike, and sustained attention to that dynamic is part of the cost of doing business as a leading Wall Street institution.

@unusual_whalesJun 5, 2026 · 12:37 PM

Goldman Sachs, $GS, has increased S&P 500 year-end target to 8,000 on strong earnings outlook, per Reuters

@cobraalertsApr 27, 2026 · 7:41 PM

$GS 1060 CALL 5/15 @ 1.15 🚨🐍

@vulturetradesApr 27, 2026 · 6:55 PM

$GS one strong day these can 2-3x easily

@cobraalertsApr 15, 2026 · 3:49 PM

$MA similar set up to $GS that went 2x+

@vulturetradesApr 15, 2026 · 3:48 PM

$MA this can 2x like $GS sympathy play

@cobraalertsApr 14, 2026 · 4:21 PM

$GS this looks really really good my final trade for today

@vulturetradesApr 14, 2026 · 4:20 PM

$GS this name is a ripper can move 10-20 overnight

@yasutaketinApr 13, 2026 · 3:02 PM

$GS の決算ダブルビートでの株価下落の理由は、以下のFICC部門の不振。不振の内容：金利商品や住宅ローン関連、クレジット商品の収益が、前年同期や市場予想を下回った。市場の反応：投資家は「金利の先行き不透明感や市場のボラティリティ（変動幅）が、FICC部門の収益に悪影響を与えている」とネガティブに捉えたため、最高益というポジティブな材料がありながらも、売りが先行する形となった。わい的には問題なし。押し目。GSを買う理由はそこじゃないから。

@alphaticaioApr 13, 2026 · 11:45 AM

GS beat earnings. Stock down 3%. We called both. ALPHATICA CALL: BEAT ✅ Alphatica EPS: $16.71 → Actual: $17.55 Alphatica Revenue: $17.00B → Actual: $17.23B Beat the street by +$1.07 EPS. Beat us by $0.84. Profit +19% YoY. Revenue +14%. And the stock sold off. Here’s what our signals flagged: Earnings Risk Signal: BEARISH SKEW “Puts 7.7pp richer than calls. Hedging demand is real.” Seasonality: “Q1 beats historically get front-run. Stock already +5% this week — reaction may be muted even on a clean beat.” $SPY $GS

@yasutaketinMar 22, 2026 · 1:23 PM

今の状況に照らし合わせて言うなら、「ニュースがまだ悪いのに株価が上がってきたら買い」だから。兆候はあるよ。 $GS とか $APP とか。

@yasutaketinMar 17, 2026 · 4:16 PM

$GS 自身のアナリスト予測では、2026年のIPOによる調達額は前年の4倍となる 1,600億ドルに達するとされている。これら超大型案件が集中することで、売上構成比7割を占める「グローバル・バンキング＆マーケッツ」の収益が劇的に改善する。・SpaceX: 2026年のIPOが噂されており、企業価値は 1.5兆ドル〜1.75兆ドルとも予測されています。予測市場やアナリストの間では、GSが主幹事候補の筆頭（確率50%超との見方も）・OpenAI / Anthropic: OpenAIは 1兆ドル、Anthropicは 3,800億ドル規模の時価総額がターゲットとされています。これらのAI巨人の上場は、GSの「グローバル・バンキング＆マーケッツ」部門の収益を数年分押し上げるポテンシャルがある

@yasutaketinMar 16, 2026 · 3:38 PM

$GS ゴールドマン・サックス拾ってるよ https://t.co/ilR9byu1Qi

@yasutaketinJan 16, 2026 · 3:03 AM

$GS 決算で爆上げ https://t.co/hGvVtn0Wiq

@kaizen_investorJan 15, 2026 · 12:48 PM

$GS reporting a mixed Q4. While investment banking surged on reviving deal activity, headline revenue missed due to the exit from its Apple Card partnership. The underlying core business showed strength, but one-time costs muddied the picture. Stock stays flat after earnings. https://t.co/2PGOTiNAN2

@unusual_whalesJan 7, 2026 · 9:47 PM

JPMorgan $JPM has reached a deal with Goldman Sachs $GS to take over Apple $AAPL credit card program