@Akaletico Avatar @Akaletico あかれてぃこ

あかれてぃこ posts on X about $mu, ai, $sndk, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 61.27% finance 29.58% technology brands 26.76% cryptocurrencies 9.15% exchanges #5050 countries 4.93% automotive brands 2.82% currencies 2.11% social networks 1.41% financial services 0.7%

Social topic influence $mu #70, ai 14.08%, $sndk #102, stocks #4166, $nvda #1384, $app #107, nvda #335, $amzn #625, applovin #115, in the 4.23%

Top accounts mentioned or mentioned by @minfx @bloomberg @ralliesai

Top assets mentioned Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) NVIDIA Corp. (NVDA) AppLovin Corporation (APP) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) Apple, Inc. (AAPL) SPX6900 (SPX) SPDR S&P [---] ETF Trust (SPY) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Intel Corporation (INTC) Western Digital Corp (WDC) Nya (NYA) Lumentum Holdings Inc. Common Stock (LITE) Tesla, Inc. (TSLA) Metadium (META) Mario Coin (COIN) Applied Digital Corp. (APLD) Orochi Network (ON) MercadoLibre Inc (MELI) Oracle Corporation (ORCL) CoreWeave, Inc (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Spacemesh (SMH) Analog Devices, Inc. (ADI) Coherent Inc (COHR) Bloom Energy Corporation (BE) Critical Metals Corp. Ordinary Shares (CRML) Twist Bioscience Corporation Common Stock (TWST) Enphase Energy Inc (ENPH) Nextracker Inc. (NXT) Stacks (STX) Credo Technology Group Holding Ltd (CRDO) Shopify Inc (SHOP)

Top Social Posts

Top posts by engagements in the last [--] hours

"20% - Truth Social Trump on Great Big Beautiful Bill: In some cases estimates are that over 20% will be returned to the Taxpayer - Truth Social Trump on Great Big Beautiful Bill: In some cases estimates are that over 20% will be returned to the Taxpayer - Truth Social"
X Link 2026-02-17T19:10Z [----] followers, [---] engagements

"3.5$U Unity$APP AppLovin200. Unity80 AppLovin1330 [---] years ago $U Unity wanted to buy $APP AppLovin for $20B. Of course it was rejected. Today Unity market cap: $8B Applovin market cap: $133B Lol [---] years ago $U Unity wanted to buy $APP AppLovin for $20B. Of course it was rejected. Today Unity market cap: $8B Applovin market cap: $133B Lol"
X Link 2026-02-17T19:11Z [----] followers, [---] engagements

"ETF32% 2022ETF48% 10%15% 15% Simple facts: we are very near the end of the pain. Tech ETF is down 32% from the recent highs. In 2022: tech etfs were down 48%. This tells me even if there's another 10% - 15% to go lower that the vast majority of the pain is already in the valuation of many cos Even if Simple facts: we are very near the end of the pain. Tech ETF is down 32% from the recent highs. In 2022: tech etfs were down 48%. This tells me even if there's another 10% - 15% to go lower that the vast majority of the pain is already in the valuation of many cos Even if"
X Link 2026-02-18T10:55Z [----] followers, [----] engagements

"$MAGS [--]. $MAGS Magnificent 7's as a whole getting closer and closer to A bottom imho. https://t.co/Co4KD0IvBi $MAGS Magnificent 7's as a whole getting closer and closer to A bottom imho. https://t.co/Co4KD0IvBi"
X Link 2026-02-18T11:20Z [----] followers, [---] engagements

"$AAPL 30.362005AIApple AIAIApple $AAPL [--] month correlation with the Nasdaq has dropped to [----] the lowest level since [----]. As others pour capital into the AI arms race Apple is taking a different path. For investors cautious on AI payoffs but seeking AI beneficiaries Apple stands out. h/t: @Bloomberg https://t.co/ZHeU71kPLX $AAPL [--] month correlation with the Nasdaq has dropped to [----] the lowest level since [----]. As others pour capital into the AI arms race Apple is taking a different path. For investors cautious on AI payoffs but seeking AI beneficiaries Apple stands out. h/t: @Bloomberg"
X Link 2026-02-18T11:22Z [----] followers, [---] engagements

"$MERI FactSet US Tech Top [--] Index [----] GX US [--] ETF 12%🚀🚀🚀 $MELI 2024Q4 e&✨ 11.5%🚀 🔸FY24 Q4 EPS: 12.61(7.56) : 60.6(59.4) 📈: +37% Y/Y 🔸(Q4) https://t.co/4bDFqiQPNm $MELI 2024Q4 e&✨ 11.5%🚀 🔸FY24 Q4 EPS: 12.61(7.56) : 60.6(59.4) 📈: +37% Y/Y 🔸(Q4) https://t.co/4bDFqiQPNm"
X Link 2025-02-20T23:51Z [----] followers, [---] engagements

"2030AI $MSTFT Azure: [----] $ORCL Oracle: [----] $CRWV CoreWeave: [---] $GOOD Google: [---] $AMZN AWS: [---] $NBIS Nebius: [---] : [----] Investment bank Raymond James predicts the revenues of the main AI clouds through 2030: $MSTFT Azure: $128B $ORCL Oracle: $121B $CRWV CoreWeave: $38B $GOOD Google: $26B $AMZN AWS: $25B $NBIS Nebius: $12B Total: $350B https://t.co/TtIl78l1JN Investment bank Raymond James predicts the revenues of the main AI clouds through 2030: $MSTFT Azure: $128B $ORCL Oracle: $121B $CRWV CoreWeave: $38B $GOOD Google: $26B $AMZN AWS: $25B $NBIS Nebius: $12B Total: $350B"
X Link 2025-10-25T13:28Z [----] followers, [---] engagements

"$MRVL Q3'26 🔹 : $2.08B ( $2.07B) 🟢; +37% 🔹 EPS (non-GAAP): $0.76 ( $0.74) 🟢 : 🔹 Q4'26 : $2.20B ( $2.17B) 🟢 🔹 Q4'26 EPS (non-GAAP): $0.74$0.84 ( $0.77) 🟡 : 🔹 (): $2.075B; 🔹 (non-GAAP): 59.7% 🔹 (non-GAAP): $655.0M 🔹 : $582.3M : 🔸 CEO Matt Murphy: Marvell3207500 🔸 40% 🔸 Celestial AI325000AIPhotonic Fabric $MRVL Q3'26 Earnings Highlights 🔹 Revenue: $2.08B (Est. $2.07B) 🟢; UP +37% YoY 🔹 EPS (non-GAAP): $0.76 (Est. $0.74) 🟢 Guidance: 🔹 Q4'26 Revenue: $2.20B (Est. $2.17B) 🟢 🔹 Q4'26 EPS (non-GAAP): $0.74$0.84 (Est. $0.77) 🟡 Other Metrics: 🔹 Net Revenue (company reported):"
X Link 2025-12-03T00:07Z [----] followers, [---] engagements

"P/C 430.92$SPX $CPC $SPY $ES_F $QQQ $NYA $VIX $NVDA $AAPL $SMH"
X Link 2025-12-15T22:16Z [----] followers, [---] engagements

"$VVIXVIXVIX385 2S&P+5.6% The Volatility of Volatility is falling. $VVIX (the VIX of VIX) fell below [--] for the first time in 3+ months. In the past the S&P was higher every time [--] months later with an average gain of +5.6%. https://t.co/lWzMoEetBF The Volatility of Volatility is falling. $VVIX (the VIX of VIX) fell below [--] for the first time in 3+ months. In the past the S&P was higher every time [--] months later with an average gain of +5.6%. https://t.co/lWzMoEetBF"
X Link 2025-12-22T12:40Z [----] followers, [---] engagements

"2025/ 2026/ As we close out 2025(which turned out to be an overall choppy clunky year) the Nasdaq is parked/stalled near all time highs flirting with a potential Triple Top formation. Under the surface action isn't as healthy as the Nasdaq makes it appear at first glance. Nasdaq index https://t.co/kuqw840vnK As we close out 2025(which turned out to be an overall choppy clunky year) the Nasdaq is parked/stalled near all time highs flirting with a potential Triple Top formation. Under the surface action isn't as healthy as the Nasdaq makes it appear at first glance. Nasdaq index"
X Link 2025-12-31T03:21Z [----] followers, [---] engagements

"5 Chase $JPM: $360B of America $BAC: $304B $C: $214B 4.Wells Fargo $WFC: $183B 5.Goldman Sachs $GS: $124B http://3.Citi http://2.Bank http://1.JPMorgan http://3.Citi http://2.Bank http://1.JPMorgan"
X Link 2026-01-14T14:05Z [----] followers, [---] engagements

"1.26 [--]. Advanced Micro Devices $AMD [--]. Nvidia $NVDA [--]. Micron Technology $MU [--]. Broadcom $AVGO [--]. Lam Research $LRCX [--]. Analog Devices $ADI These are the top [--] chip stocks recommended by Bank of America thatll lead the $1.2T sector: [--]. Advanced Micro Devices $AMD [--]. Nvidia $NVDA [--]. Micron Technology $MU [--]. Broadcom $AVGO [--]. Lam Research $LRCX [--]. Analog Devices $ADI These are some of the lowest risk investments https://t.co/OxUsaqkbqo These are the top [--] chip stocks recommended by Bank of America thatll lead the $1.2T sector: [--]. Advanced Micro Devices $AMD [--]. Nvidia $NVDA [--]. Micron Technology"
X Link 2026-01-22T08:27Z [----] followers, [----] engagements

"$SNDK SanDiskEPS75%12% EPS463% 110S&P 500130% $NVDANvidiaNvidia $SNDK +12% $SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone continuing to buy the momentum in memory https://t.co/sEqMwqFi4B $SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone"
X Link 2026-01-29T22:32Z [----] followers, [---] engagements

"22%📈 TERADYNE $TER 2025Q4 🔹 : $1.083B ( $969.33M) 🟢; +44%+41% 🔹 EPS: $1.80 ( $1.36) 🟢 🔹 : $883M ( $786M) 🟢 🔹 : $110M 🔹 : $89M 2026Q1: 🔹 : $1.15B$1.25B ( $942.3B) 🟢 🔹 EPS: $1.89$2.25 ( $1.25) 🟢 : 🔹 2025: $3.19B; +13% : 🔹 [--] (Q4): $0.12 🔹 (Q4): $183.437M 🔹 (12/31/25): $293.751M 🔹 (12/31/25): $200.0M 🔹 (Q4): $281.638M : 🔸 Q4Semi TestAI 🔸 2026AI TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.083B (Est. $969.33M) 🟢; +44% YoY +41% QoQ 🔹 Adj. EPS: $1.80 (Est. $1.36) 🟢 🔹 Semiconductor Test Rev: $883M (Est. $786M) 🟢 🔹 Product Test Revenue: $110M 🔹 Robotics Revenue:"
X Link 2026-02-02T23:32Z [----] followers, [---] engagements

"9%📈 $LITE [-----] 🔹 : [-----] ( 64672) 🟢 🔹 EPS: [----] ( 1.39) 🟢 3: 🔹 EPS: 2.152.35 ( 1.60) 🟢 🔹 : [----------] ( 7640) 🟢 $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa"
X Link 2026-02-03T22:31Z [----] followers, [---] engagements

"9.6%📈 $LLY [-----] 🔹 : $19.29B ( $18.01B) 🟢; +43% 🔹 EPS: $7.54 ( $6.99) 🟢; +42% 🔹 Mounjaro: $7.41B ( $6.7B) 🟢; +110% 🔹 Zepbound: $4.26B ( $3.8B) 🟢; +123% FY26 : 🔹 : $80.00B$83.00B ( $77.7B) 🟢 🔹 EPS: $33.50$35.00 ( $33.24) 🟢 : 🔹 : 82.50% 🔹 Non-GAAP : 83.20% 🔹 R&D : $3.80B 🔹 : $3.10B : 🔸 2026800830GAAP EPS33.5035.00 🔸 20254MounjaroZepbound19343% $LLY Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $19.29B (Est. $18.01B) 🟢; +43% YoY 🔹 Adj. EPS: $7.54 (Est. $6.99) 🟢; +42% YoY 🔹 Mounjaro: $7.41B (Est. $6.7B) 🟢; +110% YoY 🔹 Zepbound: $4.26B (Est. $3.8B) 🟢; +123% YoY FY26 Guide: 🔹"
X Link 2026-02-04T13:12Z [----] followers, [---] engagements

"1. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% [--]. Meta $META: -4% [--]. IBM $IBM: -4% [--]. Alphabet $GOOGL: -3% 100-2.2% BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran: [--]. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% [--]. BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and"
X Link 2026-02-04T21:04Z [----] followers, [---] engagements

"11📉 $COHR Q226 🔹 : $1.69B ( $1.64B) 🟢; +17% 🔹 EPS: $1.29 ( $1.21) 🟢; +35% 🔹 : 39.0%; +77 bps Q3 : 🔹 : $1.70B$1.84B ( $1.71B) 🟡 🔹 EPS: $1.28$1.48 ( $1.32) 🟡 🔹 : 38.5%40.5% 🔹 OpEx: $320M$340M 🔹 : 18%20% : 🔹 & : 🔹 : : 🔹 Q2 : +22% & 🔹 : Q3 $5M : 🔹 : $336M; +26.8% 🔹 : 19.9%; +147 bps 🔹 : $248M; +34.3% : 🔸 [--------] 🔸 https://twitter.com/i/web/status/2019159768548712865 https://twitter.com/i/web/status/2019159768548712865"
X Link 2026-02-04T21:22Z [----] followers, [---] engagements

"8%📉 $ARM [-----] 🔹 : $1.242B ( $1.22B) 🟢; +26% 🔹 EPS: $0.43 ( $0.32) 🟢; +10% 🔹 : $737M; +27% 🔹 & : $505M; +25% 4: 🔹 : $1.47B ( $1.44B) 🟡 🔹 EPS: $0.58 ( $0.57)🟡 🔹 Non-GAAP OpEx: $745M : 🔹 ACV: $1.620B; +28% 🔹 RPO: $2.148B; -8% 🔹 Arm Total Access: [--] 🔹 Arm Flexible Access: [---] (Non-GAAP): 🔹 : 40.7%; -500bps 🔹 : $505M; +14% 🔹 : $365M; -14% 🔹 Non-GAAP FCF: $169M; -52% 🔹 + : $3.542B : 🔸 Arm3 🔸 26%124000 [---] 🔸 ArmAI $ARM Q326 Earnings Highlights 🔹 Revenue: $1.242B (Est. $1.22B) 🟢; +26% YoY 🔹 Adj. EPS: $0.43 (Est. $0.32) 🟢; +10% YoY 🔹 Royalty: $737M; +27% YoY 🔹 License &"
X Link 2026-02-04T21:36Z [----] followers, [---] engagements

"Qualcomm $QCOMCEO Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of the handset industry https://t.co/mGdAHMvInn Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of the handset industry https://t.co/mGdAHMvInn"
X Link 2026-02-05T03:13Z [----] followers, [---] engagements

"10%📉 AMAZON $AMZN Q425 🔹 : $213.39B ( $211.49B) 🟢; +14% 🔹 EPS: $1.95 ( $1.96) 🔴 🔹 AWS: $35.6B ( $34.8B) 🟢; +24% 🔹 OI: $25.0B ( $24.8B) 🟢 🔸FY26 : $200B ( $147B) Q1 : 🔹 : $173.5B$178.5B ( $175.5B) 🟢; +11% +15%; [---] bps 🔹 : $16.5B$21.5B; Q1 $18.4B : 🔹 : $127.1B ( $127.2B) 🔴; +10% 🔹 : $50.7B ( $49.7B) 🟢; +17% 🔹 OI: $11.5B; Q4 $9.3B 🔹 OI: $1.0B; Q4 $1.3B 🔹 AWS OI: $12.5B; Q4 $10.6B : 🔹 : 11.7% ( 11.7%) 🟡 🔹 : $1.1B ( + )$730M ()$610M (); : $27.4B 🔹 TTM : $139.5B; +20% 🔹 TTM : $11.2B; (TTM $38.2B ) : 🔸 AWS 24%1322%3 🔸 .2026Amazon2000 AMAZON $AMZN Q425 EARNINGS HIGHLIGHTS"
X Link 2026-02-06T01:45Z [----] followers, [---] engagements

"NASDAQ 10031%RSI3020254 $QQQ $IGV 31% of NASDAQ [---] stocks are now oversold (RSI below 30) the most since April 2025's crash. Software stocks led the way down. Can they bounce and lead the way back up $QQQ $IGV https://t.co/TmlyPVXdkF 31% of NASDAQ [---] stocks are now oversold (RSI below 30) the most since April 2025's crash. Software stocks led the way down. Can they bounce and lead the way back up $QQQ $IGV https://t.co/TmlyPVXdkF"
X Link 2026-02-06T12:10Z [----] followers, [---] engagements

"2 35% $XLK 39% $XLC [--] of the most oversold sectors are Technology and Communications 35% of Technology stocks are oversold $XLK 39% of Communications stocks are oversold $XLC Wen bounce https://t.co/fpeXnqr1aY [--] of the most oversold sectors are Technology and Communications 35% of Technology stocks are oversold $XLK 39% of Communications stocks are oversold $XLC Wen bounce https://t.co/fpeXnqr1aY"
X Link 2026-02-06T12:29Z [----] followers, [---] engagements

"F*%k $COMPQ [----] $NYA AI $SPX $QQQ $SPY $NDX https://twitter.com/i/web/status/2019909942132847100 https://twitter.com/i/web/status/2019909942132847100"
X Link 2026-02-06T23:03Z [----] followers, [---] engagements

"$SMH $SMH passed its first test. https://t.co/yb8v2DSHVO $SMH passed its first test. https://t.co/yb8v2DSHVO"
X Link 2026-02-06T23:08Z [----] followers, [---] engagements

"$MU$SNDK /AI Bitcoin - $125k $70K Ethereum - $4k $2.05K Solana - $233 $88 $COIN $415 $162 $CRCL $240 $56 $GLXY $40 $19 $ETOR $68 $26 $MSTR $434 $132 Bitcoin $30K I've been in the memory/AI trade like $MU $SNDK. But opportunities like this don't come often. Every crypto name has been reset: Bitcoin - $70K from $125k Ethereum - $2.05K from $4k Solana - $88 from $233 $COIN $162 from $415 $CRCL $56 from $240 $GLXY $19 from $40 $ETOR $26 https://t.co/aAoA75QvOL I've been in the memory/AI trade like $MU $SNDK. But opportunities like this don't come often. Every crypto name has been reset: Bitcoin"
X Link 2026-02-06T23:38Z [----] followers, [----] engagements

"202615 [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% https://t.co/ihWkPOR06C HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% 6."
X Link 2026-02-07T20:00Z [----] followers, [---] engagements

"$TSM$MU [--] AITSMCAINvidiaAMDBroadcom 1= $TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU AI is eating everything and TSMC is the kitchen where all the AI chips are cooked Nvidia AMD Broadcom hyperscalers One stock = One broad exposure to the biggest trend of our lifetime $TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU AI is eating everything and TSMC is the kitchen where all the AI chips are cooked Nvidia AMD Broadcom hyperscalers One stock = One broad exposure to the biggest trend of our lifetime"
X Link 2026-02-08T04:01Z [----] followers, [---] engagements

"$MU 2026Q1HBM4 HBM411 Gbps20262 2026HBMHBM4 [----] HBM4EHBM [----] $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with high yields in the second calendar quarter of [----] consistent with our customers product ramp plans." We have completed $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with high yields in the second calendar quarter of [----] consistent with our customers product ramp plans." We have completed"
X Link 2026-02-08T11:42Z [----] followers, [----] engagements

"21GOLD $GLD $NUGT $GDX $BTC $SPX $ETH"
X Link 2026-02-08T20:19Z [----] followers, [---] engagements

"19%📉 $PGY [-----] 🔹 : $334.81M ( $348.75M) 🔴; +20% 🔹 EPS: $0.80 ( $0.35) 🟢 🔹 EBITDA: $98M; +53% 🔹 : $2.7B; +3% 1: 🔹 : $315M$335M ( $344M) 🔴 🔹 : $2.5B$2.7B 🔹 EBITDA: $80M$95M 🔹 GAAP: $15M$35M : 🔹 : $1.4B$1.575B ( $1.519B) 🟡 🔹 : $11.25B$13B 🔹 EBITDA: $410M$460M 🔹 GAAP: $100M$150M : 🔸 [--] 🔸 $PGY Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $334.81M (Est. $348.75M) 🔴; +20% YoY 🔹 EPS: $0.80 (Est. $0.35) 🟢 🔹 Adj. EBITDA: $98M; +53% YoY 🔹 Network Volume: $2.7B; +3% YoY Q1 Guide: 🔹 Revenue: $315M$335M (Est. $344M) 🔴 🔹 Network Volume: $2.5B$2.7B 🔹 Adj. EBITDA: https://t.co/YI9ysSmI1z"
X Link 2026-02-09T13:16Z [----] followers, [----] engagements

"4.6%📉 $ON 2025Q4 🔹 : $1.53B ( $1.53B) 🟡 🔹 EPS: $0.64 ( $0.62) 🟢 🔹 : 38.2% 🔹 : 19.8% Q1 : 🔹 : $1.435B$1.535B ( $1.51B) 🟡 🔹 EPS: $0.56$0.66 ( $0.62) 🟡 🔹 Non-GAAP : 37.5%39.5% : 🔹 FY25 : $1.4B; 24% FCF 🔹 FY25 : $1.8B 🔹 FY25 : $5.995B : 🔹 : FY25 $1.4B 🔹 : 3$6B : 🔸 [--] 🔸 2025$14100% $ON Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.53B (Est. $1.53B) 🟡 🔹 Adj. EPS: $0.64 (Est. $0.62) 🟢 🔹 Adj Gross Margin: 38.2% 🔹 Adj Operating Margin: 19.8% Q1 Guide: 🔹 Revenue: $1.435B$1.535B (Est. $1.51B) 🟡 🔹 Adj. EPS: $0.56$0.66 (Est. $0.62) 🟡 🔹 Non-GAAP Gross https://t.co/HpZAEaJ2lX $ON Q425"
X Link 2026-02-09T22:15Z [----] followers, [---] engagements

"$SNDK $WDC $STX [--] EMA $MU [--] EMA [--] Memory stocks update $SNDK $WDC $STX still holding [--] EMA $MU still holding [--] EMA Considering the demand all [--] are cheap in terms of the valuation. Memory stocks update $SNDK $WDC $STX still holding [--] EMA $MU still holding [--] EMA Considering the demand all [--] are cheap in terms of the valuation"
X Link 2026-02-10T05:12Z [----] followers, [---] engagements

"$TSMTSMC Global300600 $TSM said it approved a capital injection of up to $30B into TSMC Global and also authorized issuing up to NT$60B of unsecured corporate bonds. https://t.co/Pr9irgO4X7 $TSM said it approved a capital injection of up to $30B into TSMC Global and also authorized issuing up to NT$60B of unsecured corporate bonds. https://t.co/Pr9irgO4X7"
X Link 2026-02-10T10:06Z [----] followers, [---] engagements

"13%📈 SPOTIFY $SPOT [--] 🔹 4.53BEst. 4.52B 🟢; +7% 🔹 EPS: 4.43Est. [----] 🟢 🔹 MAUs: 751M (Est. 745.24M) 🟢; +11% 🔹 : 290M; 10% 🔹 OI: 701M; +47% Q1 🔹 MAUs: 759MEst. 752.45M 🟢 🔹 4.5BEst. 4.57B 🟡 🔹 : 293M 🔹 : 32.8% 🔹 660M 🔹 : 33.1% 🔹 834M : 🔹 1174M 🔹 : 5258M 🔹 [---------------] https://twitter.com/i/web/status/2021181692015411382 https://twitter.com/i/web/status/2021181692015411382"
X Link 2026-02-10T11:17Z [----] followers, [---] engagements

"7NVIDIA RubinRubinKVSSDICMSNAND13% $SNDK"
X Link 2026-02-10T12:09Z [----] followers, [---] engagements

"$MU Lynx Equity$AMD$MU $NVDA$MU 1) MUHBM4NVDA2) MUHBM4NVDA MU12MUNVDAHBM43HBMTSM Quite positive on $MU Lynx Equity analyst who was the only anlayst to nail $AMD into the print out defending $MU saying their is NO CHANGE to $MU traction at $NVDA . Lets dispel a myth circulating on blogs: According to our latest checks 1) MU has shipped HBM4 in sample Quite positive on $MU Lynx Equity analyst who was the only anlayst to nail $AMD into the print out defending $MU saying their is NO CHANGE to $MU traction at $NVDA . Lets dispel a myth circulating on blogs: According to our latest checks 1) MU has"
X Link 2026-02-10T15:12Z [----] followers, [---] engagements

"$MU Wolfe Research Auto Auto Tech and Semiconductor Conference 2/11/2026 8:50AM EST http://event.summitcast.com/view/XvvWjfWVd Would expect Micron $MU to address any/ all bs rumors tomorrow AM at the Wolfe Research Auto Auto Tech and Semiconductor Conference Presenting at: 2/11/2026 8:50AM EST https://t.co/DaZ2DwInDy http://event.summitcast.com/view/XvvWjfWVd Would expect Micron $MU to address any/ all bs rumors tomorrow AM at the Wolfe Research Auto Auto Tech and Semiconductor Conference Presenting at: 2/11/2026 8:50AM EST https://t.co/DaZ2DwInDy"
X Link 2026-02-10T15:12Z [----] followers, [----] engagements

"11%📉 $ALAB [-----] 🔹 : 27060; +92%; +17% 🔹 EPS: [----] ( 0.51) 🟢 🔹 : 40.2% 🔹 GAAP: [----] 1: 🔹 EPS: 0.530.54 ( 0.52) 🟢 🔹 : [----------] : 🔹 GAAP: 75.7% 🔹 GAAP: 6700; 24.7% 🔹 GAAP: 4500; GAAP EPS: [----] : 🔹 CFO: Desmond Lynch202632CFO; Mike TateCEO : 🔸 .17%27060. 🔸 .115% 🔸 .Astera LabsR&D. $ALAB Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $270.6M; +92% YoY; +17% sequentially 🔹 Adj. EPS: $0.58 (Est. $0.51) 🟢 🔹 Adj Operating Margin: 40.2% 🔹 Non-GAAP Net Income: $104.8M Q1 Guide: 🔹 Adj. EPS: $0.53$0.54 (Est. $0.52) 🟢 🔹 Revenue: $286M$297M Other Metrics: 🔹 $ALAB Q425 EARNINGS HIGHLIGHTS 🔹"
X Link 2026-02-10T23:18Z [----] followers, [---] engagements

"HBM4 HBM4 - SemiAnalysisNVIDIAHBM40% - 20258HBM4HBM4 - HBM2026HBM41% - HBM4 - 2026DRAMNANDASP - 20254DRAMHBM - HBMDRAMASP2026DRAM2025 - HBMHBM2026DRAM9%11%8% - - HBM4SK - HBM420262027 - - HBM20262025 - - DRAMASP $MU Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's HBM4 schedule delay is inevitable - Micron's stock weakened after SemiAnalysis reported it would adjust Micron's share in NVIDIA's HBM4 to 0% - However we had already Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's"
X Link 2026-02-10T23:29Z [----] followers, [----] engagements

"$CRDO: 2027$210 $CRDO2026AICredoAIAI 12+100%56 $CRDO: $210 by mid-2027. $CRDO sits right at the center of what I believe will be one of the most powerful investment themes of 2026: the AI infrastructure boom. This is a classic pick-and-shovel businessCredo doesnt need to guess which AI model wins it just supplies the https://t.co/aYog5Gcksy $CRDO: $210 by mid-2027. $CRDO sits right at the center of what I believe will be one of the most powerful investment themes of 2026: the AI infrastructure boom. This is a classic pick-and-shovel businessCredo doesnt need to guess which AI model wins it"
X Link 2026-02-11T06:47Z [----] followers, [---] engagements

"11📈 $SHOP [-----] 🔹 : $3.67B ( $3.59B) 🟢; +31% 🔹 EPS: $0.57 ( $0.51) 🟢 🔹 GMV: $123.841B; +31% 🔹 FCF: $715M; 19% 1: 🔹 : 30% (20254) 🔹 : 20% 🔹 : 37%38% 🔹 : $140M 🔹 : 10% : 🔹 : $2B (2026217; ; A5%) : 🔸 2025Shopify - AI 🔸 202612025430% $SHOP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.67B (Est. $3.59B) 🟢; +31% YoY 🔹 EPS: $0.57 (Est. $0.51) 🟢 🔹 GMV: $123.841B; +31% YoY 🔹 FCF: $715M; 19% margin Q1 Guide: 🔹 Revenue Growth: low-30s % YoY (similar to Q425) 🔹 Gross Profit Dollars Growth: high-20s % YoY 🔹 OpEx https://t.co/uTEQJIcSlV $SHOP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.67B"
X Link 2026-02-11T12:55Z [----] followers, [---] engagements

"📢 : $MU Micron1 👉 : ➤ Micron1 ➤ ➤ HBM4 / ➤ ➤ CFO ➤ HBM4 ➤ 📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2 📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2"
X Link 2026-02-11T14:11Z [----] followers, [---] engagements

"$MU NAND2028HBM4Q112CFO2026 Micron $MU at Wolfe: the new NAND fab is on track for first wafer outs in 2H [--] and HBM4 customer shipments are ramping in calendar Q1 a quarter earlier than the December timeline. CFO also flagged demand running well above supply and sees supply tightness lasting beyond [----]. Micron $MU at Wolfe: the new NAND fab is on track for first wafer outs in 2H [--] and HBM4 customer shipments are ramping in calendar Q1 a quarter earlier than the December timeline. CFO also flagged demand running well above supply and sees supply tightness lasting beyond 2026"
X Link 2026-02-11T14:23Z [----] followers, [----] engagements

"10%📉 $APP [--] $1.66B $1.61B EPS $3.24 $2.94 EBITDA $1.4B $1.3B Q1 [----] EBITDA $15B $1.4B $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ"
X Link 2026-02-11T21:10Z [----] followers, [----] engagements

"$APP 20254Q 🔹 : $1.66B ( $1.61B) 🟡; +66% 🔹 EPS: $3.24 ( $2.96) 🟢 🔹 EBITDA: $1.399B ( $1.3B) 🟡; +82% Q1: 🔹 : $1.745B$1.775B ( $1.7B) 🟡 🔹 EBITDA: $1.465B$1.495B ( $1.4B) 🟡 🔹 EBITDA: 84% : 🔹 : $1.102B; +84% 🔹 : $1.31B : 🔹 /: 0.8M$481.7M (Q4); 6.4M$2.58B (FY25) 🔹 : 338M (A + B; Q4) $APP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.66B (Est. $1.61B) 🟡; +66% YoY 🔹 EPS: $3.24 (Est. $2.96) 🟢 🔹 Adj. EBITDA: $1.399B (Est. $1.3B) 🟡; +82% YoY Q1 Guide: 🔹 Revenue: $1.745B$1.775B (Est. $1.7B) 🟡 🔹 Adj. EBITDA: $1.465B$1.495B (Est. $1.4B) 🟡 🔹 Adj. EBITDA https://t.co/M6iyMvrE4P $APP Q425"
X Link 2026-02-11T21:14Z [----] followers, [----] engagements

"S&P [---] $RSP 47$RSP 10$SPY #SP500 Equal weighted S&P [---] $RSP has closed above its upper Bollinger Band for four consecutive days. In the prior seven instances $RSP was negative [--] days later every time. $SPY #SP500 https://t.co/2pzwI8BEVj Equal weighted S&P [---] $RSP has closed above its upper Bollinger Band for four consecutive days. In the prior seven instances $RSP was negative [--] days later every time. $SPY #SP500 https://t.co/2pzwI8BEVj"
X Link 2026-02-11T21:21Z [----] followers, [---] engagements

"/ [--] $MU $TSM $NVDA $SOXX Being bearish on semis the next few weeks/months is going to continue being a very expensive lesson for many Look around there is a bull party happening outside of the [--] tickers you became so used to seeing on here $MU $TSM $NVDA $SOXX Being bearish on semis the next few weeks/months is going to continue being a very expensive lesson for many Look around there is a bull party happening outside of the [--] tickers you became so used to seeing on here $MU $TSM $NVDA $SOXX"
X Link 2026-02-11T21:21Z [----] followers, [---] engagements

"$MCD [-----] 🔹 : $7.01B ( $6.81B) 🟢; +10% 🔹 EPS: $3.03 ( $3.03) 🟡; $2.80 🔹 : +5.7% ( +3.76%) 🟢 🔹 : +6.8% ( +5.05%) 🟢 🔹 : $3.16B; +10% : 🔹 : +5.2% ( +3.31%) 🟢 🔹 : +4.5% ( +2.43%) 🟢 🔹 : +7% $139B 🔹 : $37B; +20% 🔹 90: 210M; +19% : 🔹 EPS: $3.12 ( $3.04) 🟢 🔹 : 1$1.86 (+5%) : 🔸 🔸 $MCD Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.01B (Est. $6.81B) 🟢; +10% YoY 🔹 EPS: $3.03 (Est. $3.03) 🟡; vs. $2.80 YoY 🔹 Comparable Sales: +5.7% (Est. +3.76%) 🟢 🔹 U.S. Comparable Sales: +6.8% (Est. +5.05%) 🟢 🔹 Operating Income: $3.16B; +10% YoY Other Metrics: 🔹 Intl https://t.co/oJmDnwy8Sr $MCD"
X Link 2026-02-11T21:22Z [----] followers, [----] engagements

"4%📉 $CSCO [-----] 🔹 153151.1🟢+10% 🔹 EPS1.041.02🟢 [--] 🔹 154156152.1🟢 🔹 EPS1.021.041.03🟡 [----] 🔹 612617607.7🟢602610 🔹 EPS4.134.174.13🟡4.084.14 🔹 +18%20% 🔹 AI21 🔸 18%20% 🔸 AI21 $CSCO Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.3B (Est. $15.11B) 🟢; +10% YoY 🔹 Adj. EPS: $1.04 (Est. $1.02) 🟢 Q3 Guide: 🔹 Revenue: $15.4B$15.6B (Est. $15.21B) 🟢 🔹 Adj. EPS: $1.02$1.04 (Est. $1.03) 🟡 FY26 Guide (Raised vs Prior): 🔹 Revenue: $61.2B$61.7B (Est. https://t.co/GI1SI7y7MI $CSCO Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.3B (Est. $15.11B) 🟢; +10% YoY 🔹 Adj. EPS: $1.04 (Est. $1.02) 🟢 Q3 Guide:"
X Link 2026-02-11T21:25Z [----] followers, [---] engagements

"4%📉 $HUBS [-----] 🔹 : $846.7M ( $830.61M) 🟢; +20% 🔹 EPS: $3.10 ( $2.99) 🟢 🔹 : $829.0M; +21% 🔹 : 288706; +16% FY: 🔹 : $3.69B$3.70B ( $3.61B) 🟢 🔹 EPS: $12.38$12.46 ( $11.46) 🟢 🔹 Non-GAAP: $736M$740M; 20% Q1: 🔹 : $862.0M$863.0M; +21% 🔹 EPS: $2.46$2.48 🔹 Non-GAAP: $144.0M$145.0M; 17% : 🔹 Non-GAAP: 22.6% 🔹 : $971.4M; +27% 🔹 1: $11683; +3% 🔹 +: $1.8B (20251231) 🔹 Non-GAAP: $209.4M (Q4); $594.9M (FY25) : 🔹 : $1.0B (24; 202627) : 🔸 2025HubSpot $HUBS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $846.7M (Est. $830.61M) 🟢; +20% YoY 🔹 Adj. EPS: $3.10 (Est. $2.99) 🟢 🔹 Subscription Revenue:"
X Link 2026-02-11T21:32Z [----] followers, [---] engagements

"$MU CEO: HBM4 HBM412026HBM $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply." https://t.co/rzkjuOJS1k $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply." https://t.co/rzkjuOJS1k"
X Link 2026-02-11T21:36Z [----] followers, [---] engagements

"$TSM $MU $NVDA 😌"
X Link 2026-02-11T21:45Z [----] followers, [---] engagements

"🐂⛳ $SNDK Oh you thought the data storage rally was over 🐂⛳ $SNDK https://t.co/mCRWMkaOzW Oh you thought the data storage rally was over 🐂⛳ $SNDK https://t.co/mCRWMkaOzW"
X Link 2026-02-11T22:05Z [----] followers, [---] engagements

"Wolfe ResearchMicron$MU NAND20282 HBM4121 [----] Wolfe Researche gre Micron ( $MU): Yeni NAND fabrikasnn 2028in ikinci yarsnda ilk wafer retimine balamas bekleniyor. HBM4 rnlerine ynelik mteri sevkiyatlar ise daha nce Aralk ay iin planlanm olmasna ramen bir eyrek ne ekilerek takvim ylnn ilk https://t.co/KcPWyrReSq Wolfe Researche gre Micron ( $MU): Yeni NAND fabrikasnn 2028in ikinci yarsnda ilk wafer retimine balamas bekleniyor. HBM4 rnlerine ynelik mteri sevkiyatlar ise daha nce Aralk ay iin planlanm olmasna ramen bir eyrek ne ekilerek takvim ylnn ilk https://t.co/KcPWyrReSq"
X Link 2026-02-11T22:17Z [----] followers, [---] engagements

"$MU [----] Micron $MU All these chips need memory and this bottleneck will last into [----] inshaAllah. Micron is positioned to gain the most here. $MU All these chips need memory and this bottleneck will last into [----] inshaAllah. Micron is positioned to gain the most here"
X Link 2026-02-11T23:36Z [----] followers, [---] engagements

"$MU CFOHBM4560 $MU huge gap-up and run on heavy volume. CFO's comment about strong demand and HBM4 production clearly countered rumors about overcapacity. AND they now guide even higher. technically [---] incoming on great earnings. https://t.co/i9Q4krASUd $MU huge gap-up and run on heavy volume. CFO's comment about strong demand and HBM4 production clearly countered rumors about overcapacity. AND they now guide even higher. technically [---] incoming on great earnings. https://t.co/i9Q4krASUd"
X Link 2026-02-12T01:34Z [----] followers, [---] engagements

"$SNDK () MA10EMA $SNDK (long) Popping back above all MAs which was good to see after the close below 10ema yesterday. Still riding a piece See if we can get that blow off top https://t.co/yXzo09ygbE $SNDK (long) Popping back above all MAs which was good to see after the close below 10ema yesterday. Still riding a piece See if we can get that blow off top https://t.co/yXzo09ygbE"
X Link 2026-02-12T02:11Z [----] followers, [---] engagements

"$MU +12% + AH HBM4 $MU +12% (Intra-day + AH) This was the HBM4 insight and conviction you needed. I've been sharing it since last week. Choose your notifications wisely. $MU +12% (Intra-day + AH) This was the HBM4 insight and conviction you needed. I've been sharing it since last week. Choose your notifications wisely"
X Link 2026-02-12T02:11Z [----] followers, [---] engagements

"$MU $415 $500 $MU $415. $500: Inevitable. Don't be a victim of fear. https://t.co/H37eJfJfXx $MU $415. $500: Inevitable. Don't be a victim of fear. https://t.co/H37eJfJfXx"
X Link 2026-02-12T02:13Z [----] followers, [---] engagements

"SamsungHBM4 Samsung2026HBM20253 Samsung has begun mass production and commercial shipments of HBM4 becoming the first to bring the next gen high bandwidth memory to market. Samsung expects HBM sales to more than triple in [----] vs [----]. https://t.co/wTnPHrs8Uf Samsung has begun mass production and commercial shipments of HBM4 becoming the first to bring the next gen high bandwidth memory to market. Samsung expects HBM sales to more than triple in [----] vs [----]. https://t.co/wTnPHrs8Uf"
X Link 2026-02-12T09:36Z [----] followers, [---] engagements

"#Earnings : : $NBIS $CROX $ZTS $BN $AEP $HWM $ALNY $EXC $USFD $BAX : $COIN $ANET $AMAT $PINS $RIVN $DKNG $ABNB $TOST $BROS $ROKU #earnings for today (Thursday): Before Open: $NBIS $CROX $ZTS $BN $AEP $HWM $ALNY $EXC $USFD $BAX After Close: $COIN $ANET $AMAT $PINS $RIVN $DKNG $ABNB $TOST $BROS $ROKU https://t.co/5PWcOVAzpo #earnings for today (Thursday): Before Open: $NBIS $CROX $ZTS $BN $AEP $HWM $ALNY $EXC $USFD $BAX After Close: $COIN $ANET $AMAT $PINS $RIVN $DKNG $ABNB $TOST $BROS $ROKU https://t.co/5PWcOVAzpo"
X Link 2026-02-12T09:43Z [----] followers, [----] engagements

"$MU $SNDK Kioxia 72%313% $MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started. https://t.co/ewbNkn1Rv8 $MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started. https://t.co/ewbNkn1Rv8"
X Link 2026-02-12T11:30Z [----] followers, [---] engagements

"$MU $SNDK / $MU $SNDK going per the plan. Pull in the parabolic short gang folks dont even put in the work to understand even a tiny bit about the supply/demand dynamics then rip their faces off. Already read plenty of hilarious takes in this pullback. Lets see if these form a base. https://t.co/SCfiiJQwCe $MU $SNDK going per the plan. Pull in the parabolic short gang folks dont even put in the work to understand even a tiny bit about the supply/demand dynamics then rip their faces off. Already read plenty of hilarious takes in this pullback. Lets see if these form a base."
X Link 2026-02-12T14:56Z [----] followers, [---] engagements

"$APP AppLovin Corp. (APP) $500$775Scotiabank$775JPM$500 $APP AppLovin Corp. (APP) Analyst Price Target Updates Street range now spans $500 to $775. Scotiabank tops the board at $775 while JPM cuts to $500. https://t.co/ePQw2qv1CR $APP AppLovin Corp. (APP) Analyst Price Target Updates Street range now spans $500 to $775. Scotiabank tops the board at $775 while JPM cuts to $500. https://t.co/ePQw2qv1CR"
X Link 2026-02-12T14:56Z [----] followers, [---] engagements

"13%📈 $AMAT Applied MaterialsAI - $SNDK $MU Applied Materials Inc.AI276.512.6470.32.29 Bloomberg IntelligenceDRAMAI25250 $AMAT Applied Materials Raises Forecast on AI and Memory Chip Demand - $SNDK $MU Applied Materials Inc. projected fiscal second-quarter sales of about $7.65 billion and earnings of $2.64 a share exceeding analyst estimates of $7.03 billion and $2.29 as AI and memory $AMAT Applied Materials Raises Forecast on AI and Memory Chip Demand - $SNDK $MU Applied Materials Inc. projected fiscal second-quarter sales of about $7.65 billion and earnings of $2.64 a share exceeding"
X Link 2026-02-12T23:19Z [----] followers, [---] engagements

"$APP [--] [--]. AppLovin [--] +66%14 EBITDA +82% 84% EBITDA [--]. CapEx $META$GOOGL$MSFT $AMZN [--]. MAX eAppLovin AppLovin ET 11:30 Schwab [--] REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth into a seasonally weaker quarter. The stock is clearly disconnected from the underlying business https://t.co/ptRc5WFICv [--] REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential"
X Link 2026-02-12T23:21Z [----] followers, [---] engagements

"$APP [-------] AppLovin $APP2026750 $APP heading to $750 by summer [----] (not a typo). I understand how painful this has been. AppLovin has been incredibly volatile and been completely out of favour with investors. When sentiment turns this negative even exceptional fundamentals. Your conviction is tested to the https://t.co/fbulcSUA03 $APP heading to $750 by summer [----] (not a typo). I understand how painful this has been. AppLovin has been incredibly volatile and been completely out of favour with investors. When sentiment turns this negative even exceptional fundamentals. Your conviction is"
X Link 2026-02-12T23:22Z [----] followers, [---] engagements

"mu sndk wdc stx CEO elon nvda dell hps CEO Twitter100 mu sndk SO lets talk reality and stupidity mu sndk wdc stx ceo all say sold out no supply elon says mamory a bottleneck no supply nvda says stopped making graphics card no supply dell hps and every other ceo says memory no supply no over 1m clowns on twitter adn financial SO lets talk reality and stupidity mu sndk wdc stx ceo all say sold out no supply elon says mamory a bottleneck no supply nvda says stopped making graphics card no supply dell hps and every other ceo says memory no supply no over 1m clowns on twitter adn financial"
X Link 2026-02-12T23:36Z [----] followers, [---] engagements

"$APPAI Wait till they find out that $APP is pure-play play AI. Wait till they find out that $APP is pure-play play AI"
X Link 2026-02-13T05:39Z [----] followers, [---] engagements

"$SPX [---] The market $SPX heavyweights need to make a stand here or else. Top [---] stocks at key support price once again break and close below on the weekly could prove consequential producing cascading price action. Need to make a stand here. $OEX $SPY $QQQ $NDX $RUT $NYA $DIA https://t.co/Fpei5JraUP The market $SPX heavyweights need to make a stand here or else. Top [---] stocks at key support price once again break and close below on the weekly could prove consequential producing cascading price action. Need to make a stand here. $OEX $SPY $QQQ $NDX $RUT $NYA $DIA https://t.co/Fpei5JraUP"
X Link 2026-02-13T13:38Z [----] followers, [---] engagements

"Amazon$AMZN92006 [-----] BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days. BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days"
X Link 2026-02-14T02:42Z [----] followers, [---] engagements

"$MU $SNDK NANDTAM203090020253 $MU $SNDK NAND flash TAM set to hit $90B by [----] nearly TRIPLE 2025's size This isn't a cycle. It's tectonic shift and it's just the beginning. https://t.co/v1Ic3RzPtH $MU $SNDK NAND flash TAM set to hit $90B by [----] nearly TRIPLE 2025's size This isn't a cycle. It's tectonic shift and it's just the beginning. https://t.co/v1Ic3RzPtH"
X Link 2026-02-14T12:20Z [----] followers, [---] engagements

"$MU $EWY ETF$EWY - iShares MSCI South Korea ETF 50%SK HynixSamsungAI $MU KiaDoosanHyundai $MU $EWY Dier lke borsalarna bakarken Gney Kore iin bir ETF farkettim. $EWY - iShares MSCI South Korea ETF %50'si SK Hynix ve Samsung olduu iin Yapay Zeka Bellek ykseliini fazlasyla yanstyor. Ylbandan buyana $MU ile korelasyon iinde hareket etmi. Kia https://t.co/aqEkfFx1HG $MU $EWY Dier lke borsalarna bakarken Gney Kore iin bir ETF farkettim. $EWY - iShares MSCI South Korea ETF %50'si SK Hynix ve Samsung olduu iin Yapay Zeka Bellek ykseliini fazlasyla yanstyor. Ylbandan buyana $MU ile korelasyon iinde"
X Link 2026-02-14T13:54Z [----] followers, [---] engagements

"$AMZN IPO 68555/5+7.8% RSI $AMZN just closed down [--] straight days for only the 6th time since IPO. In the prior [--] cases Amazon stock was positive 5/5 times five days later with an average +7.8% gain. RSI is also near historic lows. A short-term bounce looks possible for the next week. https://t.co/HcWna83ELh $AMZN just closed down [--] straight days for only the 6th time since IPO. In the prior [--] cases Amazon stock was positive 5/5 times five days later with an average +7.8% gain. RSI is also near historic lows. A short-term bounce looks possible for the next week. https://t.co/HcWna83ELh"
X Link 2026-02-14T21:45Z [----] followers, [---] engagements

"202615 [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% https://t.co/dvJKQwuaZM HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% 6."
X Link 2026-02-14T21:45Z [----] followers, [---] engagements

"COREWEAVECEO $CRWV COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD"
X Link 2026-02-14T21:46Z [----] followers, [---] engagements

"🎯📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: $AMKR AI interconnects: $CRDO 🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: https://t.co/IlFBBREx9V 🎯Look for strength in this market correction theyll lead the next leg of bull"
X Link 2026-02-14T23:10Z [----] followers, [---] engagements

"2026S&P [---] AppLovin The S&P 500's worst-performing stock of 2026: AppLovin https://t.co/3LZusGQPlu The S&P 500's worst-performing stock of 2026: AppLovin https://t.co/3LZusGQPlu"
X Link 2026-02-14T23:12Z [----] followers, [----] engagements

"AIAnthropicAxios JUST IN: The Pentagon is considering severing its relationship with Anthropic over the AI firm's insistence on maintaining some limitations on how the military uses its models per Axios JUST IN: The Pentagon is considering severing its relationship with Anthropic over the AI firm's insistence on maintaining some limitations on how the military uses its models per Axios"
X Link 2026-02-15T04:47Z [----] followers, [---] engagements

"20267 Nvidia $NVDA -2%🔴 Apple $AAPL -5.9%🔴 Google $GOOGL -2.3%🔴 Microsoft $MSFT -17%🔴 Amazon $AMZN -13.9%🔴 Meta Platforms $META -3.1%🔴 $TSLA -7.2%🔴 Here's how the Magnificent [--] stocks have performed so far in [----] Nvidia $NVDA -2%🔴 Apple $AAPL -5.9%🔴 Google $GOOGL -2.3%🔴 Microsoft $MSFT -17%🔴 Amazon $AMZN -13.9%🔴 Meta Platforms $META -3.1%🔴 Tesla $TSLA -7.2%🔴 https://t.co/rh4MRfOQrU Here's how the Magnificent [--] stocks have performed so far in [----] Nvidia $NVDA -2%🔴 Apple $AAPL -5.9%🔴 Google $GOOGL -2.3%🔴 Microsoft $MSFT -17%🔴 Amazon $AMZN -13.9%🔴 Meta Platforms $META"
X Link 2026-02-15T13:15Z [----] followers, [---] engagements

"$XLP50%RSI70 $XLP Consumer Staples sector is extremely overbought More than 50% of $XLP components have an RSI above [--] Historically this resulted in $XLP lower in nearly every instance across all measured time frames https://t.co/Noumk0FTbP Consumer Staples sector is extremely overbought More than 50% of $XLP components have an RSI above [--] Historically this resulted in $XLP lower in nearly every instance across all measured time frames https://t.co/Noumk0FTbP"
X Link 2026-02-15T13:45Z [----] followers, [---] engagements

"NASDAQ 100101000%17 Nvidia $NVDA +28320%🟢 $AMD +11229%🟢 Shopify $SHOP +5730%🟢 Tesla $TSLA +4046%🟢 Micron $MU +4008%🟢 Lam Research $LRCX +3466%🟢 $AXON +2685%🟢 Broadcom $AVGO +2573%🟢 KLA Corp $KLAC +2195%🟢 Applied Materials $AMAT +2110%🟢 Mercadolibre $MELI +2062%🟢 Monolithic Power $MPWR +1964%🟢 Fortinet $FTNT +1674%🟢 $ASML +1615%🟢 Cadence $CDNS +1377%🟢 Seagate $STX +1326%🟢 Insmed $INSM +1039%🟢 NASDAQ [------] Kraft Heinz $KHC -66%🔴 There are currently [--] stocks in the NASDAQ [---] that are up by more than 1000% over the last DECADE Nvidia $NVDA +28320%🟢 $AMD +11229%🟢 Shopify"
X Link 2026-02-15T19:19Z [----] followers, [---] engagements

"ROIC20%40%10 1.$MSFT Microsoft 2.$TSM 3.$MU 5.$NVO 6.$SAN 7.$GSK GSK 8.$MO 9.$ADBE 10.$COIN Coinbase [--] MOST UNDERVALUED STOCKS WITH 20%+ ROIC & RULE OF [--] 40% [--]. $MSFT Microsoft [--]. $TSM Taiwan Semi [--]. $MU Micron [--]. $NVO Novo Nordisk [--]. $SAN Banco Santander [--]. $GSK GSK [--]. $MO Altria [--]. $ADBE Adobe [--]. $COIN Coinbase https://t.co/Jtj17TzyZE [--] MOST UNDERVALUED STOCKS WITH 20%+ ROIC & RULE OF [--] 40% [--]. $MSFT Microsoft [--]. $TSM Taiwan Semi [--]. $MU Micron [--]. $NVO Novo Nordisk [--]. $SAN Banco Santander [--]. $GSK GSK [--]. $MO Altria [--]. $ADBE Adobe [--]. $COIN Coinbase https://t.co/Jtj17TzyZE"
X Link 2026-02-15T20:12Z [----] followers, [---] engagements

"100 🟢 +44% $MU 🟢 +40% $GFS 🟢 +38% $AMAT 🟢 +38% $LRCX 🟢 +34% $BKR 🟢 +33% $ON 🟢 +31% $ASML 🟢 +30% $TXN 🟢 +27% $INTC 🟢 +26% $GILD 🟢 +24% $ADI 🟢 +23% $MCHP 🟢 +24% $HON 🟢 +21% $KLAC 🟢 +18% $COST 🟢 +17% $AZN YTD Best Performing Nasdaq [---] Stocks: 🟢 +44% $MU 🟢 +40% $GFS 🟢 +38% $AMAT 🟢 +38% $LRCX 🟢 +34% $BKR 🟢 +33% $ON 🟢 +31% $ASML 🟢 +30% $TXN 🟢 +27% $INTC 🟢 +26% $GILD 🟢 +24% $ADI 🟢 +23% $MCHP 🟢 +24% $HON 🟢 +21% $KLAC 🟢 +18% $COST 🟢 +17% $AZN YTD Best Performing Nasdaq [---] Stocks: 🟢 +44% $MU 🟢 +40% $GFS 🟢 +38% $AMAT 🟢 +38% $LRCX 🟢 +34% $BKR 🟢 +33% $ON 🟢 +31%"
X Link 2026-02-16T01:51Z [----] followers, [---] engagements

"S&P 1995199939%3"
X Link 2026-02-16T01:52Z [----] followers, [---] engagements

"$MU $MU $SNDK - - $230 $460 $120 $240 $600 $600 [----] $40 $NVDA - 500% $MU [--] The ONLY Chart you need for $MU Ive seen a lot of people calling for a crash in $MU or $SNDK - my view It will happen but likely not yet. Infact weve just generated another Buy signal - the last buy signal took us from $230 - $460. The signal before that $120 - $240. https://t.co/cDZINGZU4m The ONLY Chart you need for $MU Ive seen a lot of people calling for a crash in $MU or $SNDK - my view It will happen but likely not yet. Infact weve just generated another Buy signal - the last buy signal took us from $230 -"
X Link 2026-02-16T06:02Z [----] followers, [---] engagements

"PhisonCEO YMTCCXMT Pua / $SNDK$MU AI Interesting comment from Phison's CEO interview was this. When addressing the rumor that Chinese memory makers (YMTC and CXMT) will flood the market: Pua says: "The people saying that are talking in their sleep/dreaming". $SNDK $MU and the memory trade appear to have no https://t.co/PUrtJxyDzU Interesting comment from Phison's CEO interview was this. When addressing the rumor that Chinese memory makers (YMTC and CXMT) will flood the market: Pua says: "The people saying that are talking in their sleep/dreaming". $SNDK $MU and the memory trade appear to have"
X Link 2026-02-16T10:34Z [----] followers, [---] engagements

"🚨 [---] [----] 🚨 BREAKING THE FEDERAL RESERVES VICE CHAIR IS SET TO DELIVER A MAJOR STATEMENT AT 8:25 AM ET. INSIDERS SUGGEST AN OFFICIAL HALT TO RATE CUTS COULD REMAIN IN PLACE THROUGH [----]. MARKETS SHOULD PREPARE FOR HEIGHTENED VOLATILITY. https://t.co/u54o4prXnT 🚨 BREAKING THE FEDERAL RESERVES VICE CHAIR IS SET TO DELIVER A MAJOR STATEMENT AT 8:25 AM ET. INSIDERS SUGGEST AN OFFICIAL HALT TO RATE CUTS COULD REMAIN IN PLACE THROUGH [----]. MARKETS SHOULD PREPARE FOR HEIGHTENED VOLATILITY. https://t.co/u54o4prXnT"
X Link 2026-02-16T11:21Z [----] followers, [---] engagements

"🏛FRB JUST IN: 🏛White House says Trump wants the Senate to swiftly confirm Kevin Warsh as Fed Chair. https://t.co/iMJvyDPou1 JUST IN: 🏛White House says Trump wants the Senate to swiftly confirm Kevin Warsh as Fed Chair. https://t.co/iMJvyDPou1"
X Link 2026-02-16T11:58Z [----] followers, [---] engagements

"Investor's Business Daily (IBD) 50: $MU $FIX $ANAB $STRL $IAG $ORLA $PACS $CDE $GFI $DY $AU $VRT $MIRM $AEM $KGC $EGO $WWD $FTAI $APLD $WPM $FN $SITM $HWM $MOD $RGLD $TSM $FIVE $AXSM $EQT $AUGO $NEM $AG $MTSI $AAOI $LITE $ARMN $ECG $HL $WT $SCCO $OR $SEI $CECO $BAP $BVN $KRYS $PAAS $UI $NSSC $ASML Investors Business Daily (IBD) 50: The Ultimate High-Growth Stock Watchlist for Smart Investors $MU $FIX $ANAB $STRL $IAG $ORLA $PACS $CDE $GFI $DY $AU $VRT $MIRM $AEM $KGC $EGO $WWD $FTAI $APLD $WPM $FN $SITM $HWM $MOD $RGLD $TSM $FIVE $AXSM $EQT $AUGO $NEM $AG $MTSI $AAOI https://t.co/E1FuJVqRqr"
X Link 2026-02-16T12:17Z [----] followers, [---] engagements

"🔥 [---] 🔥HUGE: Fed will inject $16000000000 into the economy this week. https://t.co/BoWXwVEzfx 🔥HUGE: Fed will inject $16000000000 into the economy this week. https://t.co/BoWXwVEzfx"
X Link 2026-02-16T12:24Z [----] followers, [---] engagements

"- 25%18% A INDIA TRADE OFFICIAL SAID TODAY: - EXPECT THE UNITED STATES TO LOWER ITS 25% TARIFF ON INDIA TO 18% THIS WEEK A INDIA TRADE OFFICIAL SAID TODAY: - EXPECT THE UNITED STATES TO LOWER ITS 25% TARIFF ON INDIA TO 18% THIS WEEK"
X Link 2026-02-16T12:54Z [----] followers, [---] engagements

"2030AIDRAMNAND 25% "Severe memory supply-demand imbalance will continue until [----] AI is a hard demand causing extreme shortages of DRAM and NAND Flash." 25% reduction in global smartphone demand Interesting "Severe memory supply-demand imbalance will continue until [----] AI is a hard demand causing extreme shortages of DRAM and NAND Flash." 25% reduction in global smartphone demand Interesting"
X Link 2026-02-16T12:54Z [----] followers, [---] engagements

"👇 Bear markets test your conviction. It erases visibility. But they dont last forever. Survival is the only edge that matters because only those who endure this washout are able to benefit when fundamentals matter again as the cycle turns up. Bear markets test your conviction. It erases visibility. But they dont last forever. Survival is the only edge that matters because only those who endure this washout are able to benefit when fundamentals matter again as the cycle turns up"
X Link 2026-02-16T12:57Z [----] followers, [---] engagements

"45%200 $SPX45%200"
X Link 2026-02-16T22:13Z [----] followers, [---] engagements

"$MU RSI [--] [--] $MU Looks beautiful on the weekly. RSI doesn't matter for stocks backed with strong fundamentals. You can tell this is a healthy run as the volume has been increasing over the past [--] weeks. The top wicks over the past [--] weeks tell you it has been consolidating but the price https://t.co/Man4v3Bn35 $MU Looks beautiful on the weekly. RSI doesn't matter for stocks backed with strong fundamentals. You can tell this is a healthy run as the volume has been increasing over the past [--] weeks. The top wicks over the past [--] weeks tell you it has been consolidating but the price"
X Link 2026-02-16T22:14Z [----] followers, [---] engagements

"$MU TD Cowen$600 Krish Sankar$450$600Buy56% 2026$60EPS Sankar20261$50$6010PER$600 DRAM12 TD CowenDRAMHBMAI2029MicronCEO5065% NAND NANDMicron20%TD Cowen30%DRAMHBM $MU TD Cowen just dropped a street-high price target of $600. Analyst Krish Sankar raised his target from $450 to $600 maintaining a Buy rating. That implies roughly 56% upside from current levels. Here is what is driving it. $60 EPS in [----]. Sankar upgraded his [----] earnings https://t.co/fC2hlIw7Eo $MU TD Cowen just dropped a street-high price target of $600. Analyst Krish Sankar raised his target from $450 to $600 maintaining a Buy"
X Link 2026-02-16T22:15Z [----] followers, [---] engagements

"ETF$XLK1.8%6 [--] $MSFT58000.8%5 $CRM18001.9%100 ETF$IGV19% A tech stock short-squeeze is coming: Short interest in the technology sector ETF $XLK is up to a 1.8% the highest in at least [--] years. This percentage has DOUBLED over the last few weeks. Furthermore on Wednesday investors shorted over [--] million Microsoft $MSFT https://t.co/jiP4OW2yB9 A tech stock short-squeeze is coming: Short interest in the technology sector ETF $XLK is up to a 1.8% the highest in at least [--] years. This percentage has DOUBLED over the last few weeks. Furthermore on Wednesday investors shorted over [--] million"
X Link 2026-02-16T22:15Z [----] followers, [---] engagements

"3-24%2EPS+5% /"
X Link 2026-02-16T22:18Z [----] followers, [---] engagements

"💥 401k 💥BREAKING: President Trump says "prices and inflation are way down stock market and your 401ks are way up." https://t.co/Sl8tiqDyP7 💥BREAKING: President Trump says "prices and inflation are way down stock market and your 401ks are way up." https://t.co/Sl8tiqDyP7"
X Link 2026-02-16T22:20Z [----] followers, [---] engagements

"$MU CFO [----] Morgan Stanley hosted $MU CFO. "the gap is significant" "commentary that the state of the market is such that it can only support 50% to 2/3rds of key customers demand" https://t.co/NLNcHwM3ri Morgan Stanley hosted $MU CFO. "the gap is significant" "commentary that the state of the market is such that it can only support 50% to 2/3rds of key customers demand" https://t.co/NLNcHwM3ri"
X Link 2026-02-16T23:31Z [----] followers, [---] engagements

"AppLovin1390 700+80% PEG [----] $APP AppLovin is now $390/share. Average analyst price target puts the stock easily above $700. That's +80% return form here. The company trades at a 0.70x PEG. $APP https://t.co/h8ytOnVRHL AppLovin is now $390/share. Average analyst price target puts the stock easily above $700. That's +80% return form here. The company trades at a 0.70x PEG. $APP https://t.co/h8ytOnVRHL"
X Link 2026-02-16T23:56Z [----] followers, [---] engagements

"100020 RAY DALIO AND BRIDGEWATER JUST UPDATED THEIR PORTFOLIO They hold more than [----] stocks . here are their top [--] largest single stock holdings https://t.co/M4TTcEuiGx RAY DALIO AND BRIDGEWATER JUST UPDATED THEIR PORTFOLIO They hold more than [----] stocks . here are their top [--] largest single stock holdings https://t.co/M4TTcEuiGx"
X Link 2026-02-17T00:27Z [----] followers, [---] engagements

"GDP🚨 United States will remain the largest economy in the world this year with a projected GDP larger than China Germany and India combined 🚨 https://t.co/GCY6uJ5KSd United States will remain the largest economy in the world this year with a projected GDP larger than China Germany and India combined 🚨 https://t.co/GCY6uJ5KSd"
X Link 2026-02-17T01:46Z [----] followers, [---] engagements

"EPS20240.70202743AI60 $MU Microns earnings power is going vertical. EPS went from $0.70 in [----] to an estimated $43+ by [----] a 60x+ swing as AI memory demand kicks in. And people still wonder why its going up. $MU https://t.co/LCqmMwz23k Microns earnings power is going vertical. EPS went from $0.70 in [----] to an estimated $43+ by [----] a 60x+ swing as AI memory demand kicks in. And people still wonder why its going up. $MU https://t.co/LCqmMwz23k"
X Link 2026-02-17T01:51Z [----] followers, [---] engagements

"🚨 $NVDA54%$AMZN82%$AVGO45%$ORCL220%$RDDT24%$MU89377% *2027P/E25 🚨 Ray Dalio is scaring the hell out of investors yet his Bridgewater fund increased its stakes in $NVDA by 54%; $AMZN by 82%; $AVGO by 45%; $ORCL by 220%; $RDDT by 24%; and $MU by 89377%. *These companies have [----] Forward P/E Ratios of [--] or less https://t.co/OBrdqQyeSM 🚨 Ray Dalio is scaring the hell out of investors yet his Bridgewater fund increased its stakes in $NVDA by 54%; $AMZN by 82%; $AVGO by 45%; $ORCL by 220%; $RDDT by 24%; and $MU by 89377%. *These companies have [----] Forward P/E Ratios of [--] or less"
X Link 2026-02-17T01:55Z [----] followers, [----] engagements

"$NU 📈 [---] 📈 [-----] ARPU $7 📈 $11.1 ARPU $2 📉 $0.8 $129M 📈 $4.1B $9M 📈 $4.3B $14M 📈 $1.9B $157M 📈 $2.1B EBIT -$33M 📈 $3.6B -$29M 📈 $2.5B $NU Analysts say that $NU "growth is priced in". Think again 📈 Total Customers 3M 📈 127M ARPU $7 📈 $11.1 Cost per ARPU $2 📉 $0.8 Credit Card Revenue $129M 📈 $4.1B Lending Revenue $9M 📈 $4.3B Other Interest Revenue $14M 📈 $1.9B Fee Revenue $157M 📈 $2.1B EBIT -$33M 📈 https://t.co/y1rAfOB535 Analysts say that $NU "growth is priced in". Think again 📈 Total Customers 3M 📈 127M ARPU $7 📈 $11.1 Cost per ARPU $2 📉 $0.8 Credit Card Revenue $129M"
X Link 2026-02-17T02:33Z [----] followers, [---] engagements

"AI2000 - wsj Micron Is Spending $200 Billion to Break the AI Memory Bottleneck-wsj Micron Is Spending $200 Billion to Break the AI Memory Bottleneck-wsj"
X Link 2026-02-17T03:18Z [----] followers, [---] engagements

"$MU MicronAI$ - WSJ 👉 : ➤ Micron $ ➤ $2 ➤ DRAMAI ➤ $ ➤ AI ➤ .%%% ➤ $MU Micron Commits $ to Expand AI Memory Chip Production - WSJ 👉 : ➤ Micron plans $ U.S. expansion to ease shortages. ➤ $ Boise investment to build two sq. ft. fabs. ➤ New DRAM output to https://t.co/4Ei21M034o $MU Micron Commits $ to Expand AI Memory Chip Production - WSJ 👉 : ➤ Micron plans $ U.S. expansion to ease shortages. ➤ $ Boise investment to build two sq. ft. fabs. ➤ New DRAM output to https://t.co/4Ei21M034o"
X Link 2026-02-17T03:39Z [----] followers, [---] engagements

"$SNDK 5EMA 9EMA - 2026EPS$100$1000 $SNDK reclaimed 5EMA and 9EMA. Looks very strong - I think it's going to $1000 soon as the [----] EPS estimates top $100. Once this breaks out it runs like a mad man. https://t.co/OFToSNGebL $SNDK reclaimed 5EMA and 9EMA. Looks very strong - I think it's going to $1000 soon as the [----] EPS estimates top $100. Once this breaks out it runs like a mad man. https://t.co/OFToSNGebL"
X Link 2026-02-17T04:19Z [----] followers, [---] engagements

"2 🐴 Yes as we've been saying for weeks now we are in the banana peel month of February and weakness is perfectly normal. The good news is Chinese signs of the Zodiac that walk on four legs are quite bullish and the Year of the 🐴 starts tomorrow. https://t.co/KwaehcqewF Yes as we've been saying for weeks now we are in the banana peel month of February and weakness is perfectly normal. The good news is Chinese signs of the Zodiac that walk on four legs are quite bullish and the Year of the 🐴 starts tomorrow. https://t.co/KwaehcqewF"
X Link 2026-02-17T17:17Z [----] followers, [---] engagements

"😂 FW FW(theWORLDWeb) #Yahoo https://news.yahoo.co.jp/articles/bcbb755c64db5016c07814927e74a8876b906e27source=sns&dv=sp&mid=other&date=20260218&ctg=spo&bt=tw_up https://news.yahoo.co.jp/articles/bcbb755c64db5016c07814927e74a8876b906e27source=sns&dv=sp&mid=other&date=20260218&ctg=spo&bt=tw_up"
X Link 2026-02-17T17:21Z [----] followers, [---] engagements

"3Nasdaq [---] ROC10%$QQQ : $IWMRussell 2000Nasdaq 100"
X Link 2026-02-17T17:30Z [----] followers, [---] engagements

"2$MU & $SNDK Daily reminder: folks wake up and short two of the best stocks in the market $MU & $SNDK not because they have a thesis but because they missed the upside so want to make it back on the downside There is no trade here just ego Good morning to everyone except these fellas Daily reminder: folks wake up and short two of the best stocks in the market $MU & $SNDK not because they have a thesis but because they missed the upside so want to make it back on the downside There is no trade here just ego Good morning to everyone except these fellas"
X Link 2026-02-17T17:53Z [----] followers, [---] engagements

"$APP 20252.586404034602.548200 3.2814008282.5% $APP buybacks: in [----] they purchased 6.4M shares for a total of $2.58B at average of [---]. (In Q4 purchased $482M worth at [-----] average) Have remaining share repurchase authorisation of $3.28B. At $400 per share could buy another 8.28M shares or 2.5% of the co. $APP buybacks: in [----] they purchased 6.4M shares for a total of $2.58B at average of [---]. (In Q4 purchased $482M worth at [-----] average) Have remaining share repurchase authorisation of $3.28B. At $400 per share could buy another 8.28M shares or 2.5% of the co"
X Link 2026-02-17T17:54Z [----] followers, [---] engagements

"🚨 43210$NVDA58.3 🚨 SoftBank sold all [----] million of its $NVDA shares during Q4 for about $5.83 billion. Is this bullish or bearish https://t.co/cN4YBoccOD 🚨 SoftBank sold all [----] million of its $NVDA shares during Q4 for about $5.83 billion. Is this bullish or bearish https://t.co/cN4YBoccOD"
X Link 2026-02-17T17:55Z [----] followers, [---] engagements

"$AAPL - *APPLEAIAIRPODS $AAPL - *APPLE RAMPS UP WORK ON AI GLASSES PENDANT AND CAMERA AIRPODS $AAPL - *APPLE RAMPS UP WORK ON AI GLASSES PENDANT AND CAMERA AIRPODS"
X Link 2026-02-17T17:58Z [----] followers, [---] engagements

"Samsung: 7.9PER SK Hynix: 5.7PER $MU: 10.3PER $WDC: 24.9PER $NVDA: 24PER AI2 $EWY121% The Korean discount is absurd. Samsung: 7.9x forward P/E SK Hynix: 5.7x forward P/E $MU: 10.3x forward P/E $WDC: 24.9x forward P/E $NVDA: 24x forward P/E Same AI memory shortage. Same record demand. 2x the earnings growth expected. Korea's $EWY up 121% and still trades https://t.co/EOuKkekPXV The Korean discount is absurd. Samsung: 7.9x forward P/E SK Hynix: 5.7x forward P/E $MU: 10.3x forward P/E $WDC: 24.9x forward P/E $NVDA: 24x forward P/E Same AI memory shortage. Same record demand. 2x the earnings"
X Link 2026-02-17T19:07Z [----] followers, [---] engagements

"10AI1 AI20351 AIAIAINVIDIATSMC200 AI100 DECADE OF THE ROBOT: AI ROBOTICS MARKET COULD HIT $1 TRILLION Barclays says AI-powered robots and autonomous machines could create a $1 trillion market by [----] led by autonomous vehicles drones and humanoid robots. Advances in AI brains hardware and batteries are driving https://t.co/m5GuZrE5bj DECADE OF THE ROBOT: AI ROBOTICS MARKET COULD HIT $1 TRILLION Barclays says AI-powered robots and autonomous machines could create a $1 trillion market by [----] led by autonomous vehicles drones and humanoid robots. Advances in AI brains hardware and batteries are"
X Link 2026-02-17T19:13Z [----] followers, [---] engagements

"💥 💥BREAKING: President Trump says the biggest tax refunds EVER are coming. https://t.co/IVyrPOV2f6 💥BREAKING: President Trump says the biggest tax refunds EVER are coming. https://t.co/IVyrPOV2f6"
X Link 2026-02-17T19:13Z [----] followers, [---] engagements

"RT @Min_FX: FRB"
X Link 2026-02-17T19:15Z [----] followers, [--] engagements

"Q4. Photo Credit @ralliesai 🥇 Google $GOOGL 🥈 Microsoft $MSFT 🥉 Amazon $AMZN"
X Link 2026-02-17T19:17Z [----] followers, [---] engagements

"FRBAI FED'S BARR: THERE IS A RISK AI COULD RAISE STRUCTURAL UNEMPLOYMENT OVER TIME FED'S BARR: THERE IS A RISK AI COULD RAISE STRUCTURAL UNEMPLOYMENT OVER TIME"
X Link 2026-02-17T19:18Z [----] followers, [---] engagements

"2% "Several rate cuts are possible this year if inflation gets on track to 2%" per Austan Goolsbee Chicago Fed President "Several rate cuts are possible this year if inflation gets on track to 2%" per Austan Goolsbee Chicago Fed President"
X Link 2026-02-17T19:19Z [----] followers, [---] engagements

"💥 💥BREAKING: Global hedge funds purchased a record amount of Asian stocks last week as US uncertainty drives investors to diversify. https://t.co/IZnRFOTZcB 💥BREAKING: Global hedge funds purchased a record amount of Asian stocks last week as US uncertainty drives investors to diversify. https://t.co/IZnRFOTZcB"
X Link 2026-02-17T19:19Z [----] followers, [---] engagements

"41180CNBC BREAKING: [--] in [--] unemployed people or [---] million Americans have been job searching for over half a year per CNBC BREAKING: [--] in [--] unemployed people or [---] million Americans have been job searching for over half a year per CNBC"
X Link 2026-02-17T19:20Z [----] followers, [---] engagements

"$MU [----] TSMC#2 MicronSamsungHynix AI $MU The Chip Invasion Master Plan In 4-8 years the top [--] will be rewritten: TSMC rises to #2 Micron Samsung and Hynix join the ranks AI runs on Chips not on vision statements. The Invasion isn't coming. It's already here. https://t.co/SR1ba4vYWd $MU The Chip Invasion Master Plan In 4-8 years the top [--] will be rewritten: TSMC rises to #2 Micron Samsung and Hynix join the ranks AI runs on Chips not on vision statements. The Invasion isn't coming. It's already here. https://t.co/SR1ba4vYWd"
X Link 2026-02-18T04:10Z [----] followers, [---] engagements

"Mag [--] ETF $MAGS 200🚨 [----] The Mag [--] ETF $MAGS is testing its 200-day simple moving average. 🚨 The last time it broke below was as trade tensions escalated in early [----]. Worth watching closely. A close below could cause an escalation of downside pressure in the big tech stocks. https://t.co/lBXMuktzzg The Mag [--] ETF $MAGS is testing its 200-day simple moving average. 🚨 The last time it broke below was as trade tensions escalated in early [----]. Worth watching closely. A close below could cause an escalation of downside pressure in the big tech stocks. https://t.co/lBXMuktzzg"
X Link 2026-02-18T11:16Z [----] followers, [---] engagements

"63ROC20001 DeepSeek$IGV $MSFT"
X Link 2026-02-18T12:42Z [----] followers, [---] engagements

"RT @Min_FX: ✍ 22:30📣 () [--] [-----] [-----] () [--] [-----] 140.8"
X Link 2026-02-18T13:36Z [----] followers, [--] engagements

"$MU [---] 😂 $MU They will shake out most retail traders before rocketing straight to 500+. Itll then keep shooting higher while people who sold are too scared to get back in. Once they bite the bullet and buy back much higher they get shaken out again. Then they flood my posts with bitter $MU They will shake out most retail traders before rocketing straight to 500+. Itll then keep shooting higher while people who sold are too scared to get back in. Once they bite the bullet and buy back much higher they get shaken out again. Then they flood my posts with bitter"
X Link 2026-02-18T22:20Z [----] followers, [---] engagements

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