Goldman Sachs Group. Every tracked FinTwit mention of $GS, newest first. 125 mentions since the first on Dec 29, 2025. See the price chart.
July 2026 · 17 mentions
Jul 16
TheValueist — $GS Will Hyperscalers Justify AI Spend? https://t.co/ORyYU7toA0 via @YouTube↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 14
TheValueist — $GS +3.2z today. The market likes the story. https://t.co/1xFTzqcHiw↗
Jul 14
TheValueist — $GS GAI INVESTMENT CYCLE
Goldman is emerging as a diversified financial toll collector on the AI capital-expenditure cycle. The opportunity spans M&A advisory, equity and debt iss…↗
Jul 14
James East — Recession, inflation, global conflicts, etc - Bull Market continues.
New 52-weeks highs for big banks:
$BAC
$GS
$JPM (ATH)
$MS (ATH)
$PNC (ATH)
$STT
$UBS↗
Jul 14
TheValueist — $GS at all-time high this morning. GAI-related businesses are very strong. Lower interest rates only help GAI infrastructure financing and deal flow. Call ongoing.
----------------…↗
Jul 14
Alphatica — @henry_petzold Direct effect for $C, $JPM and $GS↗
Jul 14
Alphatica — Goldman Sachs just printed one of the largest earnings beats in its history.
Our Sofia Reyes bank preview said the contrarian setup was Goldman. Weakening rating, but watch tradin…↗
Jul 14
Alphatica — Our equity strategy analyst Sofia Reyes previews Q2 earnings for the big four banks.
JPM, GS, BAC and C are all trading at or near their consensus targets. The beat is priced in.…↗
Jul 13
Alphatica — We are going to have bank earnings this evening. BUT if you want to be a degenerate and play here is the target and upside picture based on current price heading into tomorrow:
WF…↗
Jul 13
InvestmentGuru — Earnings Week Ahead (Jul 13-17)
Big week for reads across the market — banks, semis, healthcare, and industrials all report.
Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS…↗
Jul 12
InvestmentGuru — Week Ahead: Earnings Bonanza Meets Cooling Inflation.
Inflation data + peak bank/Big Tech earnings collide this week. Here’s the setup:
Macro
Tue: CPI cooling hard — MoM seen at…↗
Jul 8
Alphatica — @Jim_Santee There was a large $GS dark pool as well almost the same size around the same time but it was a buy. We think its going to be mixed.↗
Jul 8
TheValueist — Watch this video of Lloyd Blankfein, the former CEO of $GS . Ultimately, I am a risk manager and contingency planner. A key point he makes is being able to “respond very fast to wh…↗
Jul 6
TheValueist — When Jim becomes bullish on GAI is when I reduce exposure. Great contra interview.
$GS AI: What Investors Should Know https://t.co/r9A9AGsxze via @YouTube↗
Jul 2
unusual_whales — JUST IN: Goldman Sachs, $GS, has said investors are rotating out of the Magnificent Seven and into AI beneficiaries such as semiconductor stocks, favoring them over hyperscalers be…↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE This is a key reason companies will begin migrating in force to OSS LLMs and ablated models. If I work at $GS or $LLY , for example, I damn well don't want to…↗
June 2026 · 18 mentions
Jun 28
Michael | Hypermarkets — All 4 major banks confirmed $GS $JPM $BAC $MS this is the NEXT AI bottleneck after $MU
And no one is paying attention to this this stock:↗
Jun 26
Jeff York, PPT — BIG reversal this past week on $GS! 😉
The BIGGEST reversals happen at the yearly #pivotpoints! ⏬⏫ https://t.co/sIkemmbPC4↗
Jun 26
TheValueist — Excellent video from $GS on the current state of the equity market. An interesting comment from Flood is that they are managing ~50 live corporate buyback programs now versus ~10 l…↗
Jun 24
Alphatica — The Federal Reserve just released the 2026 DFAST stress test results for 32 large banks.
The headline: $708 billion in projected losses under the severely adverse scenario. Every…
May 2026 · 16 mentions
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 29
TheValueist — $NVDA $MU $SNDK $LITE Good $GS video on current state of tech public equity. Worth a quick watch on 2x.
Can the Tech Surge Continue? https://t.co/cs3BwUF60N via @YouTube↗
May 26
TheValueist — $NVDA $MU $SNDK $LITE Great $GS interview of a senior partner at Advent and worth watching. Solid incremental insight into how a mega-cap PE firm thinks about GAI for internal and…↗
Nancy Pelosi Stock Tracker ♟ — Keep an eye on this
Sen. Dave McCormick (R) just bought up to $500,000 of Goldman Sachs Structured Notes $GS
He sits on the Senate Banking Committee, which oversees Goldman Sachs…↗
Mar 29
TheValueist — @aleabitoreddit You should serious talk to the TMT investment bankers covering optics and communicate this deal. $GS $MS $BAC etc.↗
Alphatica — @WatcherGuru 30% is lower than you'd think given the headlines. Goldman had it at 20% before the war. A 10-point bump for the largest oil supply disruption in history, a frozen Fed…
February 2026 · 7 mentions
Feb 27
Alphatica — @spectatorindex Context matters. This isn’t random.
MFS — a UK bridging lender — entered administration this week. Fraud accusations. Double-pledged assets. Over £2B in bank expos…↗
Feb 23
Nancy Pelosi Stock Tracker ♟ — New Notable Politician Trade Alert ✍️
Sen. Dave McCormick just sold $5M of Goldman Sachs $GS
Why is it notable?
He sits on the Senate Committee on Banking which oversees laws an…↗
Feb 23
unusual_whales — Goldman Sachs, $GS, has said tariff impact on prices and inflation is fading.↗
Feb 22
TheValueist — This $GS interview of David Craver from Lone Pine, on the other hand, is an excellent one. Worth listening to in its entirety.
https://t.co/kShLFycH00
KaizenInvestor — $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…↗
unusual_whales — BREAKING: Goldman Sachs, $GS, says there is now a 15% chance of a recession.
It previously said there was a 25% chance.↗
Jun 17
James East — It now looks like instead of 4 cuts in '26, we may actually get a raise. #H4L
Maybe reason for bank strength and 52-week highs recently.
$BAC $C $GS $JPM, others.
https://t.…↗
Jun 17
TheValueist — $BX $APO $KKR $GS $MS The evolution of my general thinking is this: As the bottleneck trade becomes beta and the overall GAI infrastructure trade becomes seasoned (I feel like this…↗
Jun 17
Jeff York, PPT — $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. 🤓
Th…↗
Jun 17
TheValueist — $BX $KKR $APO $GS $MS My updated GAI Financial Services tracker, sorted by EV (JPM BAC WFC is not calculating properly), is attached. https://t.co/jIB0MqXP7R↗
TheValueist — $GS $MS $BX $APO $KKR A fair question to ask is why someone focused on GAI TMT and Power is spending time on financial services.
The answer is simple: GAI will create major down…↗
Jun 17
TheValueist — $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, nece…↗
Jun 13
Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1.…↗
Jun 5
TheValueist — My updated $GS Factor Dashboard. https://t.co/wNLK9BsqJE↗
Jun 5
unusual_whales — Goldman Sachs, $GS, has increased S&P 500 year-end target to 8,000 on strong earnings outlook, per Reuters↗
Jun 4
James East — More big banking making 52-week highs:
$BNY $C $GS $MS $STT
Bull going to run a little longer it appears.↗
Jun 4
unusual_whales — Goldman Sachs, $GS, says it projects SpaceX's AI revenue to increase 100x by 2030.↗
Jun 2
TheValueist — The AI Investment Boom: When Will It Pay Off? https://t.co/238ntY0v6D via @YouTube
$GS $NVDA $MU $SNDK $LITE Highly recommend watching this because it is an excellent reminder of…↗
— My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record…
TheValueist — $NVDA $MU $SNDK $LITE Excellent insight into how the top of $GS thinks about current markets AND GAI impacts both internally and externally. Waldron comments make me even more bull…↗
May 20
TheValueist — Good watch from $GS . Cites K-Culture as a bullish driver for $EWY :)
Can the Asia Equity Rally Continue? https://t.co/Yghs1eZ6fw via @YouTube↗
May 16
TheValueist — Good video from $GS and worth watching. Solid discussion on the structural issues inherent to levered ETFs. It confirms my view that long dated calls are a more optimal way to achi…↗
May 13
TheValueist — My updated $GS Factor Dashboard - High Beta Momo (periwinkle name at the top of the graph) is ripping today. https://t.co/QtYmQSnnWa↗
May 13
Shay Boloor — Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard.
Other CEOs reportedly joining the trip:
• $AAPL CEO Tim…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗
May 9
TheValueist — https://t.co/HXVkBfsxiX
$GS with another high beta podcast. This one is actually good and worth listening to. My Analyst Agents can replicate 90% or more of everything this GS QIS…↗
May 8
TheValueist — I am surprised $GS is not an underwriter. https://t.co/jZ0kGL5qmS↗
TheValueist — $GS BTC and Quantum are breaking out on the day. People want that junk! https://t.co/Mk5yUhqgJi↗
May 5
TheValueist — The red line at the top of the chart is $GS TMT Memory Exposed. https://t.co/Cbnq0rgXQw↗
May 2
TheValueist — The $GS videos are so high beta. This one is marginal; watch if you have time to fill. This is a guy I would absolutely see replaced by a GAI bot. My one take away is that the larg…↗
Nancy Pelosi Stock Tracker ♟ — Breaking: A White House ethics filing shows Trump made up to $161,000,000 in bond trades in March
His biggest buys included:
• U.S. Treasuries
• Corporate Bonds from $NVDA, $MSFT…↗
Apr 26
TheValueist — Good $GS interview on SMID-caps. Bullish signal on GAI infrastructure SMID-caps. These guys still generally seem clueless as to what is going on in the GAI ecosystem, even in the S…↗
Apr 24
TheValueist — $GS interview with CIO Nicolas Giauque of Farallon Capital. Good listen.
https://t.co/fxZKwCfgIJ
Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy fir…↗
Apr 22
Nancy Pelosi Stock Tracker ♟ — Big Buy Alert 🚨
Rep. Maria Salazar (R) just disclosed up to $850,000 of new trades
Buys: $850,000
Sells: $0
Biggest buys include:
- $50,000 of Boeing $BA
- $50,000 of Goldman S…↗
Apr 21
Alphatica — ISRG beat. The streak lives: 8 straight.
GAAP EPS: $2.28 vs Street $2.08, beat by 9.6%
Non-GAAP EPS: $2.50 vs Street $2.08, beat by 20.2%
Revenue: $2.77B vs Street $2.61B, beat by…↗
Apr 21
Alphatica — UNH "beat." Let's look closer.
Adjusted EPS: $7.23 vs Street $6.55, headline beat.
GAAP EPS: $6.90 vs $6.85 last Q1, essentially flat YoY.
Net earnings: $6,280M vs $6,292M last Q…↗
Apr 16
TheValueist — $GS $APO $INTC Good watch on GAI infrastructure capex financing. Zelter is bullish on private credit as expected. This could be the biggest boom for project finance bankers ever. A…↗
Alphatica — JPM reports tomorrow pre-market.
Beat streak broken in Q4. Record FY2025. Stock +31% in 12 months. Institutions accumulating in the dark.
Street EPS: $5.46
Street Revenue: $48.56…↗
Apr 13
Alphatica — We called $GS beat on EPS, beat on revenue, and warned the stock would sell off despite the beat last night.
JPM reports tomorrow pre-market. Here's what we're seeing in the flo…↗
Alphatica — 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 +…↗
Apr 13
Alphatica — GS reports tomorrow pre-market.
9-quarter beat streak. Record FY2025. Stock +84% in 12 months.
Street EPS: $16.48
Street Revenue: $16.98B
Alphatica Estimates:
EPS: $16.71
Rev…↗
Apr 12
TheValueist — This is a great episode by $GS. They discuss a long Mag 7 position, implemented via single stock calls, because IV is extremely cheap historically—only once before at these levels…↗
Alphatica — Goldman Sachs just published what might be the most important oil research note of the year. The title says it all: "Higher Prices for Longer?"
The key findings:
Brent is likely…↗
Mar 19
Alphatica — As the private credit noise hits fever pitch today—JPM/Goldman now letting hedge funds SHORT it, El-Erian calling out the chaos, and headlines screaming 'next crisis'—here's what A…↗
Mar 19
Alphatica — Looks like we got this right yesterday:
BREAKING: "Massive investment in AI contributed basically zero to US economic growth last year," per Goldman Sachs. $SPY $NVDA $QQQ $GS↗
Mar 19
Alphatica — When Goldman and JPMorgan start building products for hedge funds to short an entire asset class, they're not doing it for fun. They're doing it because their clients are asking fo…↗
TheValueist — As I sit on a plane watching this video shot at $GS HQ at 200 West Street it feels so antiquated, stale, and out of touch from both a content and thought process perspective. Perha…↗
Feb 12
Mo — Russell Top 50 - Weekly Rotation Snapshot
Leadership = Value + defensives.
Leading:
$XOM $CVX $WMT $MRK $JNJ $GS $CAT $TXN
MAG 7 status:
$MSFT $NVDA $AMZN lagging
$AAPL $GOOGL $T…↗
Feb 4
unusual_whales — Goldman Sachs’, $GS, top lawyer Kathy Ruemmler sought Jeffrey Epstein’s help to secure a top job at Facebook just months before the sex offender’s arrest, and advised him on how to…↗
Jan 12
KaizenInvestor — Earning season traditionally kicks off with the banking sector, setting the tone for the market. Last quarter raised the bar for what investors might expect from this quarter.
In…↗
Jan 10
The Future Investors — Earnings season kicks off again next week 📊🚀
It starts off calmly with the big U.S. banks 🏦 $GS $MS $JPM $BAC $C $WFC
And on Thursday, it’s time for $TSM
👉 What are you most…↗
Jan 7
unusual_whales — JPMorgan $JPM has reached a deal with Goldman Sachs $GS to take over Apple $AAPL credit card program↗