@CHItraders Avatar @CHItraders CHItrader

Several companies have recently reported earnings, with many beating expectations, including Thermo Fisher Scientific, Valero Energy, and Universal Health Services. Exxon Mobil has made announcements regarding a project in Greece and a bond offering. Additionally, tech companies such as Apple, Amazon, and Google are making advancements in AI, with Apple planning to use a Google AI model to power Siri.

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Social Influence

Social category influence stocks 66.45% finance 33.02% technology brands 19.67% cryptocurrencies 11.03% countries 9.63% automotive brands 4.52% currencies 3.99% financial services #1880 exchanges 2.33% travel destinations 1.46%

Social topic influence beat 16.21%, quarterly earnings #108, ai 7.84%, eps #73, strong 3.32%, ceo #4121, target 3.19%, $spy #811, $googl 3.06%, china 2.92%

Top accounts mentioned or mentioned by @queenofmomo @jedimarkus77 @winnerinvestor @saynototrading @deitaone @cajunvetx @keithhambone @girthyb @elonmusk @grok @chain_alphax @breaking911 @01stocksavage @jhenthorn @cryptocobain @costco @cfromhertz @fedprom @ifindretards @mcuban

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Metadium (META) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Mario Coin (COIN) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Applied Materials, Inc. (AMAT) Novo-Nordisk (NVO) Coinbase Global Inc. (COIN) Alibaba Group (BABA) Netflix Inc (NFLX) Cisco Systems Inc (CSCO) Bitcoin (BTC) Rivian Automotive, Inc. (RIVN) McDonald's Corp (MCD) Warner Bros Discovery, Inc. (WBD) Uber Technologies, Inc. (UBER) Oracle Corporation (ORCL) Palantir Technologies Inc. (PLTR) TotalEnergies SE (TTE) T-Mobile (TMUS) Lyft, Inc. Class A Common Stock (LYFT) Arista Networks Inc (ANET) Snap, Inc. (SNAP) Paramount Skydance Corporation Class B Common Stock (PSKY) AppLovin Corporation (APP) HSBC Holdings PLC (HSBC) Stellantis N.V. (STLA) Eli Lilly and Company (LLY) Micron Technology, Inc. (MU) FedEx Corporation (FDX)

Top Social Posts

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

"📊 $RM Q4 EARNINGS -0.19% ❌ Earnings Miss Adj. EPS: $1.30 YoY: 32.65% (from $0.98) ✅ Revenue Beat Sales: $169.70M YoY: 9.60% (from $154.83M)"
X Link 2026-02-04T21:17Z [----] followers, [---] engagements

"JEFFS BRANDS LANDS FIRST COUNTER-DRONE ORDER $JFBR moves from Amazon data to homeland security hardware. 🔹 Subsidiary KeepZone AI receives first C-UAS purchase order 🔹 Net-launching counter-drone system sold to Mexican aerospace integrator 🔹 Designed for urban security borders and critical infrastructure 🔹 Soft- and hard-kill platform aimed at low collateral damage 🔹 Customer deploys security tech for Mexican government and enterprises 🔹 Follows reseller deals across Mexico Canada Europe UAE Israel https://twitter.com/i/web/status/2015767252235075661"
X Link 2026-01-26T12:42Z [----] followers, [---] engagements

"DEALERSHIP SALE HITS ASBURY $ABG exits Indiana location via asset sale. 🔹 Matt Bowers Automotive acquires Bill Estes CDJR in Brownsburg 🔹 Hacman Financial advised buyer on the deal 🔹 Deal closed Feb [--] [----] 🔹 Location rebranded as Indy Chrysler Dodge Jeep Ram 🔹 Expands buyer footprint to five states https://twitter.com/i/web/status/2019747030600433845 https://twitter.com/i/web/status/2019747030600433845"
X Link 2026-02-06T12:16Z [----] followers, [---] engagements

"$JD CHINAS MINISTRY OF HUMAN RESOURCES AND SOCIAL SECURITY ISSUES EMPLOYMENT GUIDANCE FOR LEADING PLATFORM AND DELIVERY COMPANIES INCLUDING MEITUAN ALIBABA'S TAOBAO SHANGOU AND JD_COM'S SECONDS DELIVERY"
X Link 2026-02-09T10:56Z [----] followers, [---] engagements

"12 Information Technology Stocks Moving In Friday's Pre-Market Session Gainers 🟢 $IVDA 35.5% Low-float microcap spike tiny $1.7M cap 🟢 $CRSR 24.45% Post Q4 earnings reaction 🟢 $FCUV 17.33% Microcap momentum move 🟢 $ANET 12.04% Earnings-driven strength after Q4 🟢 $SPSC 11.9% Q4 earnings tailwind 🟢 $AMAT 11.3% Beat + strong AI-driven guidance Losers 🔻 $MGRT 43.5% Heavy pre-market dump small-cap volatility 🔻 $COHU 19.55% Post-earnings selloff 🔻 $LHSW 13.14% Penny stock weakness 🔻 $CHOW 11.97% Low-liquidity slide 🔻 $MYSZ 10.31% Microcap drift lower 🔻 $SGN 9.33% Thin volume downside"
X Link 2026-02-13T12:52Z [----] followers, [---] engagements

"💼 ACKMAN BACKS $META $GOOGL $AMZN AS [----] LEADERS Ackman flags key Mag [--] names as top [----] outperformers betting on AI execution balance sheet strength and durable secular growth. 🔹 Calls out $META $GOOGL $AMZN specifically 🔹 Thesis centered on AI-driven earnings expansion 🔹 Strong balance sheets seen as downside cushion 🔹 Long-term growth narrative outweighs volatility 🔹 Boosts sentiment among institutional growth investors https://twitter.com/i/web/status/2022666638122704917 https://twitter.com/i/web/status/2022666638122704917"
X Link 2026-02-14T13:38Z [----] followers, [---] engagements

"@Breaking911 Who Lol"
X Link 2019-01-12T18:13Z [----] followers, [--] engagements

"@01stocksavage @DeItaone They are taxed. Its still not their responsibility to handout their cash to others. 🤦🏻♂"
X Link 2021-03-30T14:02Z [----] followers, [--] engagements

"@DeItaone Nothing legitimate about selling information about people without their knowledge or obtaining any monetary gain from it"
X Link 2021-05-05T16:22Z [----] followers, [--] engagements

"@jhenthorn @CryptoCobain"
X Link 2021-05-14T01:23Z [----] followers, [--] engagements

"$NOK $IDGT $SIXG Nokia Advances Multi-PON Fiber Tech Powers blackned's Defense Networks"
X Link 2025-05-28T10:25Z [----] followers, [---] engagements

"💼 SLR Investment Corp $SLRC Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.44 (vs. $0.40 est) YoY: 2.3% (from $0.43) ✅ Revenue Beat Sales: $53.91M (vs. $53.55M est) YoY: 8.6% (from $58.98M)"
X Link 2025-08-05T20:07Z [----] followers, [---] engagements

"📊 Alliance Resource Partners $ARLP Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.73 YoY: 10.6% (from $0.66) ✅ Revenue Beat Sales: $571.4M YoY: 6.9% (from $613.6M)"
X Link 2025-10-27T11:03Z [----] followers, [---] engagements

"📊 Sierra $BSRR Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.72 YoY: 2.7% (from $0.74) ✅ Revenue Beat Sales: $40.0M YoY: 3.8% (from $38.6M)"
X Link 2025-10-27T12:17Z [----] followers, [---] engagements

"📊 MNTN $MNTN Q3 [----] Earnings ✅ Earnings Beat Adj. EPS: $0.08 YoY: 128.6% (from $(0.28)) ❌ Revenue Miss Sales: $70.0M YoY: 22.6% (from $57.1M)"
X Link 2025-11-04T21:23Z [----] followers, [---] engagements

"📊 Expensify $EXFY Q3 Earnings -4.32% ❌ Earnings Miss Adj. EPS: $(0.03) YoY: 150% (from $0.06) ❌ Revenue Miss Sales: $35.065M YoY: 0.97% (from $35.409M)"
X Link 2025-11-06T21:01Z [----] followers, [---] engagements

"📊 Tvardi Therapeutics $TVRD Q3 Earnings ✅ Earnings Beat Adj. EPS: $(0.59)"
X Link 2025-11-13T21:33Z [----] followers, [---] engagements

"DOWNGRADES 🔹 $ARDT to Equal-Weight at Morgan Stanley; PT [--] 🔹 $AESI to Underweight at Barclays; PT [--] 🔹 $BTM to Neutral at B. Riley; PT [----] 🔹 $FLS to Neutral at BofA 🔹 $GAMB to Neutral at BTIG 🔹 $HD to Hold at Stifel; PT [---] 🔹 $IHS to Underweight at JPMorgan; PT [--] 🔹 $KLC to Neutral at UBS; PT [----] 🔹 $KRRO to Hold at Jones 🔹 $MRSN to Market Perform at William Blair 🔹 $MNPR to Outperform at Raymond James; PT [---] 🔹 $ECO to Neutral at Clarksons; PT [-----] 🔹 $ECO to Hold at ABG; PT [-----] 🔹 $PGR to Hold at Jefferies; PT [---] 🔹 $STUB to Neutral at BofA 🔹 $TCRX to Equal-Weight at Morgan"
X Link 2025-11-14T12:17Z [----] followers, [---] engagements

"📊 Via Transportation $VIA Q3 Earnings ❌ Earnings Miss Adj. EPS: -$1.49 YoY: 12.35% (from -$1.70) ✅ Revenue Beat Sales: $109.653M YoY: 31.61% (from $83.314M)"
X Link 2025-11-14T14:27Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $ACHC Market Perform at Leerink; PT $14 🔹 $APLT Market Perform at Leerink; PT $1 🔹 $AUPH Market Perform at Leerink; PT $16 🔹 $BHVN Neutral at HC Wainwright; PT $11 🔹 $BMRN Market Perform at Leerink; PT $60 🔹 $CHTR Strong Sell at CFRA 🔹 $CGNX Underweight at JPMorgan; PT $35 🔹 $IFRX Market Perform at Leerink; PT $2 🔹 $JAMF Market Perform at Citizens 🔹 $PSTG Neutral at Susquehanna; PT $100 🔹 $REGN Equal-Weight at Morgan Stanley; PT $767 🔹 $W Hold at Jefferies; PT $94 https://twitter.com/i/web/status/1996192599623745642"
X Link 2025-12-03T12:19Z [----] followers, [---] engagements

"$FMC FMC Corp CEO says tariffs are going to be a headwind in 2026"
X Link 2025-12-03T18:58Z [----] followers, [---] engagements

"📈 UPGRADES 🔹 $ARX Market Outperform at Citizens; PT [--] 🔹 $BXP Overweight at KeyBanc; PT [--] 🔹 $CURB Overweight at KeyBanc; PT [--] 🔹 $EGP Overweight at KeyBanc; PT [---] 🔹 $META Buy at Arete; PT [---] 🔹 $NU Outperform at Santander; PT [--] 🔹 $TSHA Buy at Goldman; PT [--] 🔹 $TOST Overweight at JPM; PT [--] 🔹 $TOL Overweight at JPM 🔹 $UMH Buy at Colliers; PT [--] https://twitter.com/i/web/status/1996556568440033633 https://twitter.com/i/web/status/1996556568440033633"
X Link 2025-12-04T12:25Z [----] followers, [---] engagements

"$TDAY USA TODAY Enters Into Multi-Year AI Licensing Partnership With $META"
X Link 2025-12-05T13:41Z [----] followers, [---] engagements

"INITIATIONS 🔹 $AVAH Outperform at William Blair 🔹 $OTF Market Outperform at Citizens 🔹 $BTSG Outperform at William Blair 🔹 $BC Buy at Seaport Global; PT [--] 🔹 $CAN Buy at BTIG; PT [--] 🔹 $CGBD Market Perform at Citizens 🔹 $CVLT Outperform at Mizuho 🔹 $CUBI Equal-Weight at Morgan Stanley 🔹 $BEAT Buy at HC Wainwright; PT [----] 🔹 $MAIN Market Outperform at Citizens; PT [--] 🔹 $MTDR Buy at Citi; PT [--] 🔹 $OKYO Buy at B. Riley; PT [--] 🔹 $OMF Buy at Truist; PT [--] 🔹 $KTTA Buy at HC Wainwright; PT [--] 🔹 $PNTG Outperform at William Blair 🔹 $SNDK Neutral at JPMorgan; PT [---] 🔹 $TRIN Market"
X Link 2025-12-08T12:33Z [----] followers, [---] engagements

"$BORR $NE Noble Corp To Sell Six Jackups For $424M Including $360M Deal With Borr Drilling And A Separate Transaction For The Sale Of One Rig To Ocean Oilfield Drilling For $64M In Cash"
X Link 2025-12-08T21:57Z [----] followers, [---] engagements

"$DDD 3D Systems To Exchange An Aggregate Principa Amount Of $31 Million Of [----] Notes For 16.6M Shares"
X Link 2025-12-09T13:14Z [----] followers, [---] engagements

"📊 Netskope $NTSK QX Earnings ✅ Earnings Beat Adj. EPS: $(0.10) ✅ Revenue Beat Sales: $184.200M"
X Link 2025-12-11T21:10Z [----] followers, [---] engagements

"$DDD 3D Systems Announced That The U.S. Food And Drug Administration Has Granted 510(K) Clearance Expanding The Indications For Its VSP Orthopedics Virtual Surgical Planning And Patient-specific Instrumentation Platform To Include Skeletally Mature Adolescents Of Normal Bone Stature In Addition To Adults https://twitter.com/i/web/status/2000545012363186318 https://twitter.com/i/web/status/2000545012363186318"
X Link 2025-12-15T12:34Z [----] followers, [---] engagements

"INITIATIONS 🔹 $CAMT Neutral at Goldman; PT $123 🔹 $CBC Overweight at Piper Sandler; PT $28 - Overweight at Morgan Stanley; PT $31 🔹 $FN Positive at Susquehanna; PT $550 🔹 $GLOO Buy at Benchmark; PT $14 - Buy at Loop Capital; PT $12 - Buy at Texas Capital; PT $14 - Buy at Roth Capital Partners; PT $17 🔹 $MTSI Neutral at Susquehanna; PT $200 🔹 $PONY Outperform at Macquarie; PT $29 🔹 $SEPN Buy at Truist Secs; PT $34 🔹 $SERA Buy at Jefferies; PT $5 🔹 $SITM Buy at Goldman; PT $420 🔹 $VINP Outperform at Grupo Santander; PT $16 🔹 $VFS Corporate at Edison Investment Research"
X Link 2025-12-15T13:23Z [----] followers, [---] engagements

"$AIV Aimco Enters Agreement With LaTerra Capital In Partnership With Respark To Sell Its Portfolio Of Seven Apartment Properties Including [----] Units In Chicago Market For $455M"
X Link 2025-12-15T21:23Z [----] followers, [----] engagements

"$VIA Bleecker Street Research short Via Transportation"
X Link 2025-12-16T17:07Z [----] followers, [---] engagements

"Vir Biotechnology $VIR licensed European rights for its hepatitis delta therapy to Norgine locking in upfront cash milestone upside and cost sharing. 🔹 55M upfront up to 495M milestones plus mid-teens to high-20s% royalties 🔹 Norgine gets rights in Europe Australia New Zealand 🔹 $VIR keeps U.S. and other markets 🔹 Norgine covers 25% of ECLIPSE trial costs 🔹 ECLIPSE [--] fully enrolled 🔹 Cash runway extended into Q4 [----] https://twitter.com/i/web/status/2001036760365645982 https://twitter.com/i/web/status/2001036760365645982"
X Link 2025-12-16T21:08Z [----] followers, [---] engagements

"$SAVEQ Spirit Airlines considers merger with Frontier amid bankruptcy $ULCC"
X Link 2025-12-16T22:21Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $AVTR Underperform at Jefferies; PT $9 🔹 $BALY Underweight at Barclays; PT $11 🔹 $BF.B Sell at Citi; PT $27 🔹 $CLVT Underweight at Morgan Stanley; PT $3 🔹 $CYBR Neutral at JPMorgan; PT $474 🔹 $FTNT Underweight at JPMorgan; PT $75 🔹 $JNJ Hold at CFRA; PT $222 🔹 $KDP Hold at Jefferies; PT $32 🔹 $MGM Equalweight at Barclays; PT $38 🔹 $PVH Market Perform at Telsey; PT $82 🔹 $SQ Equal Weight at Wells Fargo; PT $7 🔹 $STZ Hold at Jefferies; PT $154 🔹 $WTRG Underweight at Barclays; PT $38 https://twitter.com/i/web/status/2001278285234204960"
X Link 2025-12-17T13:08Z [----] followers, [---] engagements

"INITIATIONS 🔹 $AARD Outperform at Oppenheimer 🔹 $ANNX Buy at Chardan; PT $16 🔹 $AVBP Overweight at Cantor 🔹 $BC Hold at Loop Capital; PT $74 🔹 $KLRS Buy at Chardan; PT $19 🔹 $LEVI Outperform at Raymond James; PT $26 🔹 $MBUU Buy at Loop Capital; PT $34 🔹 $HZO Buy at Loop Capital; PT $29 🔹 $MCFT Hold at Loop Capital; PT $21 🔹 $SPRB Reinstated Outperform at Oppenheimer; PT $28 https://twitter.com/i/web/status/2003451483585478907 https://twitter.com/i/web/status/2003451483585478907"
X Link 2025-12-23T13:03Z [----] followers, [---] engagements

"$SNEX WEEKLY BREAKDOWN 🔹 Drifted from $95.69 Monday open to $100.19 Friday close 🔹 Weekly move: +4.7% 🔹 Vibe: Slow grind higher no drama just money showing up WHATS DRIVING / DRAGGING IT 🔹 Financials caught a year-end bid as positioning shifted 🔹 No negative headlines to spook holders 🔹 Capital markets activity stayed supportive 🔹 Volatility compressed sellers backed off 🔹 Buyers stepped in quietly not chasing OPTIONS IMPLIED VOL 🔹 30-day IV stayed relatively calm 🔹 Premiums modest given the steady advance 🔹 Implied weekly move tighter than realized price action 🔹 Flow leaned"
X Link 2025-12-28T15:53Z [----] followers, [---] engagements

"$NMAX Newsmax Signs Multi-Year Distribution Deals With Major TV Distributors Throughout Europe Eastern Mediterranean"
X Link 2025-12-29T13:41Z [----] followers, [---] engagements

"$CHAI Core AI Announces Agreement To Divest Siyata Mobile And Its Subsidiaries For Initial Consideration Of $100K In Cash And Earn Out Considerations"
X Link 2025-12-29T13:41Z [----] followers, [---] engagements

"$SBC SBC Medical Enters US Market Through Strategic Investment And Partnership With Leading MedSpa Chain OrangeTwist"
X Link 2026-01-05T12:21Z [----] followers, [---] engagements

"$COYA FDA IND ACCEPTED 🔹 FDA accepts IND for COYA [---] in frontotemporal dementia 🔹 Targets Treg function in neurodegenerative disease 🔹 FTD has no approved disease-modifying treatments 🔹 Clears path to begin clinical development"
X Link 2026-01-05T13:10Z [----] followers, [---] engagements

"$ARLO ARLO AND SAMSUNG EXTEND PARTNERSHIP TO INTEGRATE NEW SMART SECURITY CAPABILITIES INTO SMARTTHINGS PLATFORM"
X Link 2026-01-05T13:32Z [----] followers, [---] engagements

"FINANCIALS 🔹 $JEF tied to creditor dispute in First Brands bankruptcy 🔹 Bitcoin options show traders targeting $100k 🔹 $UNCRY lifts Alpha Bank stake to 29.8%"
X Link 2026-01-06T11:45Z [----] followers, [---] engagements

"$KKR SLIPS AFTER DATA CENTER BET $KKR shares trade lower after unveiling a fresh $1.5B equity investment into European data center platform GTR. 🔹 Funds AI-ready high-density data center expansion 🔹 Oak Hill joins with $400M commitment 🔹 Capital deployed via infra strategy not buybacks 🔹 Heavy capex headline spooks near-term traders 🔹 Long-term AI and cloud demand still the core pitch https://twitter.com/i/web/status/2008965112808263889 https://twitter.com/i/web/status/2008965112808263889"
X Link 2026-01-07T18:13Z [----] followers, [---] engagements

"$OLPX Olaplex said to have attracted a takeover offer from Germany's Henkel"
X Link 2026-01-07T19:32Z [----] followers, [---] engagements

"INITIATIONS / REINSTATEMENTS 🔹 $ALLY Buy at UBS; PT $56 🔹 $BCAX Buy at BTIG; PT $28 🔹 $BFH Buy at UBS; PT $92 🔹 $BHLL Buy at Roth Capital 🔹 $EVMN Strong Buy at Raymond James; PT $40 🔹 $FIG Hold at Stifel; PT $40 🔹 $INTU Buy at TD Cowen; PT $802 🔹 $PII Buy at Seaport Global; PT $83 🔹 $TYL Buy at Stifel; PT $550 https://twitter.com/i/web/status/2009247421209977011 https://twitter.com/i/web/status/2009247421209977011"
X Link 2026-01-08T12:54Z [----] followers, [---] engagements

"INITIATIONS / REINSTATEMENTS 🔹 $ARE Equal-Weight at Morgan Stanley 🔹 $AUNA Buy at Inteligo; PT $10.90 🔹 $ADSK Buy at Redburn; PT $375 🔹 $BWMN Neutral at JPMorgan; PT $40 🔹 $BBOT Outperform at Raymond James; PT $24 🔹 $CAVA Outperform at Telsey; PT $85 🔹 $CMG Reinstated Outperform at Telsey; PT $50 🔹 $CTEV Equal-Weight at Wells Fargo; PT $33 🔹 $ED Hold at TD Cowen; PT $105 🔹 $CEG Buy at TD Cowen; PT $440 🔹 $CRGY Market Perform at BMO; PT $10 🔹 $D Hold at TD Cowen; PT $65 🔹 $DOCS Outperform at RBC; PT $59 🔹 $DKNG Hold at Texas Capital; PT $39 🔹 $ETR Buy at TD Cowen; PT $108 🔹"
X Link 2026-01-09T12:37Z [----] followers, [---] engagements

"ABBV BUYS ARIZONA FACTORY $ABBV is buying a device plant from $WST to make more of its own drug gear in-house. 🔹 Grabbing a Tempe AZ manufacturing site plus device IP 🔹 Hiring [---] workers at the site 🔹 Spending $175M+ to buy and modernize it 🔹 Adds injector tech for immunology and neuroscience drugs 🔹 Part of $10B U.S. manufacturing push over [--] years 🔹 Deal expected to close mid-2026 https://twitter.com/i/web/status/2010678219431657690 https://twitter.com/i/web/status/2010678219431657690"
X Link 2026-01-12T11:40Z [----] followers, [---] engagements

"FINANCIALS 🔹 Trump calls for 10% cap on credit card rates 🔹 $DB India unit draws bids from Kotak Federal Bank 🔹 $PRU considers selling India asset manager 🔹 $KKR COO steps down 🔹 $COIN warns lawmakers over stablecoin rewards"
X Link 2026-01-12T12:00Z [----] followers, [---] engagements

"$CYD China Yuchai Acquires 27.97% Stake In Nanyue Diankong For RMB 176.2M ($25M) To Strengthen Powertrain Supply Chain"
X Link 2026-01-12T12:16Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $ALL Hold at TD Cowen; PT $231 🔹 $AEP Neutral at BofA 🔹 $AMWD Neutral at Baird; PT $60 🔹 $AMKR Neutral at UBS; PT $55 🔹 $AROW Market Perform at Hovde 🔹 $AXTA Neutral at UBS; PT $35 🔹 $BC Hold at Texas Capital; PT $90 🔹 $CRWD Sector Weight at KeyBanc 🔹 $DDOG Sell at Goldman 🔹 $DV Equal-Weight at Barclays; PT $12 🔹 $GTLB Equal-Weight at Morgan Stanley; PT $42 🔹 $GTLB Underweight at Barclays; PT $34 🔹 $HTB Market Perform at Hovde 🔹 $NTNX Equal-Weight at Morgan Stanley 🔹 $OMF Underweight at JPMorgan; PT $65 🔹 $PRM Neutral at UBS; PT $31 🔹 $RRC Equal-Weight at"
X Link 2026-01-12T12:56Z [----] followers, [---] engagements

"PACBIO TEAMS UP FOR ULTRA-RARE DISEASE PUSH $PACB plans a strategic collaboration with n-Lorem and EspeRare to use long-read genome sequencing to support custom ASO therapies for ultra-rare diseases. 🔹 Long-read sequencing used to design ASO therapies 🔹 Targets variants missed by standard sequencing 🔹 Aims to cut testing steps and speed validation 🔹 PacBio donating reagents and scientific support 🔹 Goal is faster path from genome to treatment https://twitter.com/i/web/status/2010719526514499600 https://twitter.com/i/web/status/2010719526514499600"
X Link 2026-01-12T14:24Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $ADBE Market Perform at Oppenheimer 🔹 $AA Equal-Weight at Wells Fargo; PT $71 🔹 $AJG Market Perform at BMO; PT $275 🔹 $ASTS Neutral at B Riley; PT $105 🔹 $ATRA Hold at Canaccord; PT $6 🔹 $BSY Neutral at Piper Sandler; PT $45 🔹 $CHTR Underweight at Wells Fargo 🔹 $CRH Equal-Weight at Wells Fargo; PT $138 🔹 $FDX Neutral at BNP Paribas; PT $280 🔹 $RACE Hold at HSBC 🔹 $FIVE Hold at Jefferies; PT $210 🔹 $HPQ Sell at Goldman; PT $21 🔹 $IBP Underweight at JPMorgan; PT $245 🔹 $KALU Equal-Weight at Wells Fargo; PT $120 🔹 $KNF Equal-Weight at Wells Fargo; PT $81 🔹 $LINE"
X Link 2026-01-13T12:54Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $WBD Neutral at Guggenheim; PT $30 🔹 $VMC Neutral at D.A. Davidson; PT $330 🔹 $VOLARA Neutral at JPMorgan; PT $11 🔹 $VVX Hold at Truist 🔹 $SF Hold at TD Cowen 🔹 $SNAP Underperform at BNP Paribas; PT $8 🔹 $RIVN Sell at UBS; PT $15 🔹 $MLM Neutral at D.A. Davidson; PT $690 🔹 $PNG Sector Perform at National Bank; PT CAD [----] 🔹 $KKR Hold at TD Cowen 🔹 $GPN Hold at Deutsche Bank; PT $80 🔹 $DEI Sector Perform at Scotiabank; PT $12.50 🔹 $CCEP Neutral at BofA 🔹 $BLK Hold at TD Cowen 🔹 $AJG Neutral at Cantor; PT $282 https://twitter.com/i/web/status/2011425256410370253"
X Link 2026-01-14T13:08Z [----] followers, [---] engagements

"VCIG PLUGS INTO REAL-WORLD ASSETS $VCIG lands its first enterprise supply partner for its new RWA Exchange. 🔹 Partnering with Mezzofy on asset supply 🔹 Mezzofy runs digital vouchers for big consumer brands 🔹 Network includes Starbucks Pizza Hut KFC SaSa and more 🔹 Brings real consumer spending assets onto the exchange 🔹 Sets up tokenized redeemable merchant assets 🔹 Goal is scalable compliant real-world token trading https://twitter.com/i/web/status/2011537423893725543 https://twitter.com/i/web/status/2011537423893725543"
X Link 2026-01-14T20:34Z [----] followers, [---] engagements

"First Horizon $FHN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.52 YoY: 20.93% (from $0.43) ✅ Revenue Beat Sales: $888.000M YoY: 21.81% (from $729.000M)"
X Link 2026-01-15T12:37Z [----] followers, [---] engagements

"🛒 UBER + KROGER GO NATIONAL $UBER and $KR just made grocery delivery even harder to dodge. 🔹 Nearly [----] Kroger-family stores now on Uber Eats Uber and Postmates 🔹 Fresh groceries house brands and essentials available 🔹 Same-day and on-demand delivery nationwide 🔹 Boosts Ubers everyday-use play 🔹 Gives Kroger digital reach without extra logistics headaches https://twitter.com/i/web/status/2011786427659387116 https://twitter.com/i/web/status/2011786427659387116"
X Link 2026-01-15T13:03Z [----] followers, [---] engagements

"INITIATIONS 🔹 $WCCB Buy at Janney; PT $52 🔹 $TOYO Buy at HCW; PT $18 🔹 $SWKS Sector Perform at RBC; PT $65 🔹 $SLAB Sector Perform at RBC; PT $160 🔹 $SNDK Sector Perform at RBC; PT $400 🔹 $RLI Equal-Weight at Wells Fargo; PT $62 🔹 $RGTI Buy at Redburn Atlantic 🔹 $QUBT Buy at Redburn Atlantic 🔹 $QCOM Sector Perform at RBC; PT $180 🔹 $NVDA Outperform at RBC 🔹 $NBIS Equal-Weight at Morgan Stanley; PT $126 🔹 $MU Outperform at RBC 🔹 $MRVL Outperform at RBC 🔹 $LUXE Buy at B. Riley; PT $12 🔹 $LSCC Outperform at RBC 🔹 $LRCX Outperform at RBC 🔹 $KLAC Sector Perform at RBC; PT $1550 🔹"
X Link 2026-01-15T13:14Z [----] followers, [---] engagements

"TOYOTA BUYOUT DRAMA $TM pops as Elliott calls the affiliate buyout price cheap. 🔹 Offer raised to [-----] yen from [-----] 🔹 Elliott says that still lowballs minority holders 🔹 Activist pegs real value above [-----] yen 🔹 Elliott refuses to tender its shares 🔹 Blames 40% jump in Toyota group stocks for higher fair value https://twitter.com/i/web/status/2011851992847491094 https://twitter.com/i/web/status/2011851992847491094"
X Link 2026-01-15T17:24Z [----] followers, [---] engagements

"SHALE MEGADEAL WHISPERS $CTRA and $DVN are rumored to be flirting with a monster merger. 🔹 Talks center on combining to gain scale 🔹 Both heavy in Permian and Anadarko 🔹 Activists want fewer players bigger wallets 🔹 Deal could mean cost cuts and cleaner portfolios 🔹 [----] shale theme: merge or get lonely https://twitter.com/i/web/status/2011858565804204492 https://twitter.com/i/web/status/2011858565804204492"
X Link 2026-01-15T17:50Z [----] followers, [----] engagements

"$AWK American Water Works to invest USD 46-48bln in system upgrades over the next ten years"
X Link 2026-01-15T19:09Z [----] followers, [---] engagements

"UNUSUAL MACHINES SCORES DEFENSE DRONE ORDER $UMAC landed a $2.1M order for U.S.-assembled drone gear for defense and government use. 🔹 $2.1M purchase order tied to NDAA-compliant drone systems 🔹 Fulfillment split across Q1 and Q2 using current capacity 🔹 Includes controllers cameras transmitters headsets motors 🔹 Customers moving fast under government timelines 🔹 Management says ops are built for speed not excuses https://twitter.com/i/web/status/2011907336839827592 https://twitter.com/i/web/status/2011907336839827592"
X Link 2026-01-15T21:04Z [----] followers, [----] engagements

"FORD EYES BYD BATTERIES ABROAD $F in talks with Chinas $BYDDF to power hybrids at overseas plants while Washington pretends not to notice. 🔹 Batteries would go into hybrids built outside the U.S. 🔹 Those cars could still be shipped back into the U.S. 🔹 No deal close just exploring options 🔹 Most U.S. hybrids still planned from North America 🔹 $F wont confirm BYD went silent https://twitter.com/i/web/status/2011985183092928654 https://twitter.com/i/web/status/2011985183092928654"
X Link 2026-01-16T02:13Z [----] followers, [---] engagements

"WRD HITS [----] ROBOTAXIS $WRD is scaling its robotaxi fleet fast as the autonomous race heats up. 🔹 Now at [----] robotaxis worldwide 🔹 Fully driverless in Beijing Guangzhou Abu Dhabi 🔹 Targeting tens of thousands by [----] 🔹 Uses WeRide One and HPC [---] to cut costs 🔹 Rolling out WeRide Go inside WeChat 🔹 WeChat has 1B+ users bookings live in Beijing and Guangzhou 🔹 Partnered with $UBER to launch in Dubai 🔹 $GOOGL/ $GOOG-backed Waymo rolled out Ojai robotaxi at CES 🔹 Waymo fleet already over [----] vehicles 🔹 Waymo trying to raise $10B at $100B valuation 🔹 $TSLA missed Musks Austin"
X Link 2026-01-16T13:51Z [----] followers, [---] engagements

"WIND FARM GETS A HALL MONITOR $ACN BOSLAN unit gets hired to babysit every bolt and cable on a massive North Sea wind project. 🔹 ScottishPower picks BOSLAN to oversee East Anglia TWO wind farm 🔹 Covers factories parts logistics and offshore installs 🔹 Watching over turbines cables substations platforms everything heavy 🔹 Team includes engineers weld inspectors QA nerds logistics wranglers 🔹 Goal is zero surprises and no how did that pass inspection moments 🔹 BOSLAN brings 20+ years of big-project babysitting experience https://twitter.com/i/web/status/2013595777013015002"
X Link 2026-01-20T12:53Z [----] followers, [---] engagements

"SEMI TECH MEETS BIG MANUFACTURING $JBL takes a minority stake and teams up with EHT Semi to power the next chip wave. 🔹 $JBL makes strategic minority investment in EHT Semi 🔹 Manufacturing collaboration announced 🔹 Focused on advanced semiconductor fabrication 🔹 EHT Semi builds RF and pulsed-power systems 🔹 Tech boosts plasma stability and precision 🔹 Enables advanced etch and deposition processes 🔹 Aims at next-gen chip performance https://twitter.com/i/web/status/2013607323613217087 https://twitter.com/i/web/status/2013607323613217087"
X Link 2026-01-20T13:39Z [----] followers, [---] engagements

"📊 Barnes & Noble Education $BNED Q2 Earnings ✅ Earnings Beat Adj. EPS: -$0.46 (est. -$0.81) YoY: 38.67% (from -$0.75) ✅ Revenue Beat Sales: $288.160M (est. $244.606M) YoY: 9.39% (from $263.431M)"
X Link 2026-01-20T14:26Z [----] followers, [---] engagements

"📊 Karooooo $KARO Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.49 (vs. $0.46 exp) YoY: 13.95% (from $0.43) ✅ Revenue Beat Sales: $81.374M (vs. $79.180M exp) YoY: 26.62% (from $64.266M)"
X Link 2026-01-20T21:06Z [----] followers, [---] engagements

"Netflix to Raise [----] Content Spending Warns of Profit Pressure $NFLX Netflix Inc. reported fourth-quarter results that beat estimates but forecast lower near-term earnings as it plans to lift spending on films and TV shows by 10% in [----] and absorb costs tied to its Warner Bros. Discovery acquisition. The company spent about $18 billion on programming in [----] grew subscribers nearly 8% to more than [---] million and guided current-quarter earnings below expectations. Netflix said closing the Warner Bros. deal will add $275 million in costs this year and prompt a pause in share buybacks."
X Link 2026-01-20T21:06Z [----] followers, [---] engagements

"ARK SHUFFLES THE DECK $AVGO $WRD $BYDDY $AMD Cathie Wood went bargain hunting Tuesday while everyone else was panic-scrolling. 🔹 $AVGO ARKK bought [-----] shares about $10.8M at $332.60 🔹 Stock got smacked after China told foreign cyber software to take a hike 🔹 VMware caught the shrapnel since it lives under $AVGO now 🔹 $WRD ARKQ bought [------] shares about $4.9M at $8.48 🔹 Runs 1000+ robotaxis in China with driverless ops in major cities 🔹 Hooks into Tencents WeChat so riders can summon cars like pizza 🔹 $BYDDY ARKQ bought [------] shares about $2.53M at $12.31 🔹 Beat $TSLA in [----] EV"
X Link 2026-01-21T02:15Z [----] followers, [---] engagements

"SEABRIDGE PREPS GOLD SPINOUT $SA plans to spin out its Courageous Lake project into a new company called Valor. 🔹 $SA to distribute Valor shares to holders via court-approved plan 🔹 Shareholder vote expected June [----] 🔹 Valor targeting TSX and OTCQB maybe NYSE later 🔹 Trading aimed before end of Q2 [----] 🔹 Valor to launch with C$10M cash 🔹 Newco holds 100% of Courageous Lake project 🔹 Mark Ashley named CEO of Valor 🔹 Ashley built LionOre into a $6B miner before selling it 🔹 Goal is unlock value instead of letting assets rot inside $SA"
X Link 2026-01-21T12:36Z [----] followers, [---] engagements

"MIAX SELLS MOST OF ITS DERIVATIVES SHOP $MIAX sells 90% of MIAXdx to a $HOOD Susquehanna JV and keeps a small seat at the table. 🔹 $MIAX cashes out 90% of MIAXdx 🔹 Keeps 10% stake for future upside 🔹 Buyer is $HOOD plus Susquehanna 🔹 MIAXdx is CFTC-approved for futures options swaps 🔹 Fully collateralized trading only 🔹 Robinhood keeps inching deeper into grown-up finance https://twitter.com/i/web/status/2013955373749666114 https://twitter.com/i/web/status/2013955373749666114"
X Link 2026-01-21T12:42Z [----] followers, [---] engagements

"AVR GOES BIG WITH $200M OFFERING $AVR raises cash and pulls in $MDT as a strategic backer. 🔹 $AVR plans $200M public stock offering 🔹 Underwriters can add $30M more in [--] days 🔹 $MDT to buy up to $90M in private placement 🔹 $MDT stake will be 16%19.99% after deal 🔹 Private placement only happens if offering closes 🔹 Cash to fund PARADIGM trial for DurAVR valve 🔹 Also funding manufacturing R&D and ops 🔹 Barclays Wells Fargo Cantor running the deal https://twitter.com/i/web/status/2013972717137952789 https://twitter.com/i/web/status/2013972717137952789"
X Link 2026-01-21T13:51Z [----] followers, [---] engagements

"BANKS FLOAT $1.8B WALMART DEAL LOANS Big lenders push fresh debt tied to a major Walmart supplier buyout. $WMT $RY 🔹 About $1.8B in loans launched 🔹 Tied to Investindustrial buying TreeHouse Foods 🔹 Part of leveraged buyout financing 🔹 Shows demand still alive for M&A credit 🔹 Food suppliers with big buyers stay bankable https://twitter.com/i/web/status/2013980128393490469 https://twitter.com/i/web/status/2013980128393490469"
X Link 2026-01-21T14:20Z [----] followers, [---] engagements

"$BLK BLACKROCK REPORTS 5.02% PASSIVE STAKE IN $KKR AS OF DEC [--] [----] - SEC FILING"
X Link 2026-01-21T17:39Z [----] followers, [---] engagements

"FCC LAYS OUT EQUAL TIME RULES This is the rule that stops TV and radio stations from playing favorites in political seasons at least on paper. $CMCSA $DIS $NMAX $NWS $PSKY $SPY $NWSA 🔹 Stations dont have to give airtime to candidates 🔹 But if they give time to one they owe equal time to rivals 🔹 Applies when a candidates voice or face is used on air 🔹 News shows and interviews usually dont trigger the rule 🔹 Built to stop stations from picking political winners 🔹 Comes from Section [---] of the Communications Act https://twitter.com/i/web/status/2014039929936814151"
X Link 2026-01-21T18:18Z [----] followers, [---] engagements

"📊 NVE Corp $NVEC Q3 Earnings +0.79% ✅ Earnings Beat Adj. EPS: $0.70 YoY: 11.11% (from $0.63) ✅ Revenue Beat Sales: $6.225M YoY: 22.95% (from $5.063M)"
X Link 2026-01-21T21:06Z [----] followers, [---] engagements

"UPGRADES 🔹 $CALY Buy at B Riley; PT $19 🔹 $CPRI Buy at TD Cowen; PT $32 🔹 $CS Buy at Clarksons; PT C$18 🔹 $COR Buy at Jefferies; PT $440 🔹 $DDOG Buy at Stifel; PT $160 🔹 $ELAN Overweight at Piper Sandler 🔹 $EHAB Outperform at Oppenheimer; PT $14 🔹 $MCHP Outperform at BNP Paribas; PT $90 🔹 $ONB Buy at TD Cowen; PT $30 🔹 $ON Neutral at BNP Paribas; PT $62 🔹 $RGTI Buy at B Riley; PT $35 🔹 $SFNC Outperform at Raymond James; PT $23 🔹 $SMBK Outperform at Hovde Group; PT $48 🔹 $SPHR Buy at BTIG; PT $110 🔹 $SPOT Accumulate at Inderes; PT $590 🔹 $TPST Buy at HC Wainwright; PT $11 🔹"
X Link 2026-01-22T12:31Z [----] followers, [---] engagements

"📈 PRUDENTIAL BOOSTS MALAYSIA CONTROL $PRU agrees to raise its stake in Prudential Assurance Malaysia to 70% in a $375M deal. 🔹 Buys an additional 19% ownership stake 🔹 Total investment US$375M 🔹 Strengthens control over Malaysian life insurance unit 🔹 Deal expected to be earnings and value accretive 🔹 Signals deeper long-term commitment to Asia https://twitter.com/i/web/status/2014333640306458806 https://twitter.com/i/web/status/2014333640306458806"
X Link 2026-01-22T13:45Z [----] followers, [---] engagements

"RIMINI LAUNCHES AGENTIC UX ON SERVICENOW $RMNI rolls out its first [--] Agentic UX solutions powered by $NOW. 🔹 First [--] Rimini Agentic UX solutions now live 🔹 Built on ServiceNow platform 🔹 Targets ERP workflow and enterprise automation 🔹 Expands Riminis Agentic AI strategy 🔹 $RMNI and $NOW both trade higher on the news https://twitter.com/i/web/status/2014339267099496506 https://twitter.com/i/web/status/2014339267099496506"
X Link 2026-01-22T14:08Z [----] followers, [---] engagements

"APPLIED DIGITAL BUILDS BIGGER AI FACTORIES $APLD is scaling fast breaking ground on a massive AI Factory campus as earnings momentum and hyperscaler demand stay hot. 🔹 Delta Forge [--] breaks ground in the southern US 🔹 Up to 430MW power 300MW IT load 🔹 Two 150MW facilities on 500+ acres 🔹 Repeatable AI factory model for hyperscalers https://twitter.com/i/web/status/2014380175044080128 https://twitter.com/i/web/status/2014380175044080128"
X Link 2026-01-22T16:50Z [----] followers, [---] engagements

"$ALK Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.43 (vs. $0.12 est.) ❌ Revenue Miss Sales: $3.632B (vs. $3.643B est.) 🔹 Outlook Highlights FY2026 Adj. EPS: $3.50$6.50 (vs. $2.15 est.) Q1 Adj. EPS: $(1.50)$(0.50) (vs. $(0.64) est.)"
X Link 2026-01-22T22:27Z [----] followers, [---] engagements

"LAST WEEKS LARGE-CAP LOSERS $AVAV $DKNG $WST $CEG $APP $WIT $ABT $FLUT $SHOP all took turns falling down the stairs while the market watched. 🔹 $AVAV 19.45% Pentagon stop-work order nuked the SCAR program 🔹 $DKNG 14.40% MA judge blocks Kalshi sports contracts regulatory buzzkill 🔹 $WST 13.27% No drama just heavy selling 🔹 $CEG 10.38% Wells Fargo trims PT to $460 vibes downgraded 🔹 $APP 14.68% CapitalWatch report spooked investors 🔹 $WIT 8.37% Q3 results failed to impress 🔹 $ABT 12.23% Soft sales weak EPS guide analysts pile on 🔹 $FLUT 13.07% Analyst PT cuts across the board 🔹 $SHOP"
X Link 2026-01-25T13:06Z [----] followers, [---] engagements

"LEIDOS BULKS UP ENERGY INFRASTRUCTURE $LDOS is buying ENTRUST Solutions Group for $2.4B to muscle further into utility engineering and infrastructure work. 🔹 $2.4B acquisition expands exposure to resilient utility spending 🔹 Pushes $LDOS deeper into gas and electric generation infrastructure 🔹 Adds complementary engineering capabilities and customer base 🔹 Broadens reach across regulated utility markets 🔹 Management expects immediate revenue growth accretion 🔹 EBITDA margins projected to improve right out of the gate https://twitter.com/i/web/status/2015749315176603861"
X Link 2026-01-26T11:31Z [----] followers, [---] engagements

"📊 $STLD Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $1.82 YoY: 33.82% (from $1.36) ❌ Revenue Miss Sales: $4.414B YoY: 14.00% (from $3.872B"
X Link 2026-01-26T12:15Z [----] followers, [---] engagements

"📈 UPGRADES 🔹 $APP Buy at Needham; PT $700 🔹 $CSCO Outperform at Evercore ISI; PT $100 🔹 $CTSH Buy at Deutsche Bank; PT $100 🔹 $CPAY Overweight at Morgan Stanley; PT $379 🔹 $META Buy at Rothschild & Co Redburn; PT $900 🔹 $NFLX Accumulate at Phillip Secs; PT $100 🔹 $RLAY Outperform at Oppenheimer; PT $14 🔹 $SOLV Overweight at KeyBanc; PT $97 🔹 $STC Outperform at KBW; PT $81 https://twitter.com/i/web/status/2015765913073586230 https://twitter.com/i/web/status/2015765913073586230"
X Link 2026-01-26T12:36Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $AMZN Accumulate at Phillip Secs; PT $290 🔹 $BOKF Neutral at DA Davidson; PT $135 🔹 $CWAN Neutral at UBS; PT $24.55 🔹 $IOBT Neutral at Piper Sandler; PT $0.50 🔹 $LCUT Hold at Canaccord; PT $3.50 🔹 $RGLD Sector Perform at Scotiabank; PT $335 🔹 $VRNS Equal-Weight at Morgan Stanley; PT $41 https://twitter.com/i/web/status/2015765927199899721 https://twitter.com/i/web/status/2015765927199899721"
X Link 2026-01-26T12:37Z [----] followers, [---] engagements

"ARCELORMITTAL TO SHUT UKRAINE PRODUCTION UNIT $MT will close part of its Ukraine steel operations as costs and conflict collide. 🔹 Blooming mill at Kryvyi Rih plant set to shut in Q2 [----] 🔹 EU green rules limit access for carbon-intensive steel 🔹 Russian attacks drive power disruptions and higher energy costs 🔹 Ukraine forced to import expensive electricity from the EU 🔹 Rising costs make operations economically unviable 🔹 Another hit to Ukraines industrial base amid ongoing war https://twitter.com/i/web/status/2015782754248487420 https://twitter.com/i/web/status/2015782754248487420"
X Link 2026-01-26T13:43Z [----] followers, [---] engagements

"$ZVIA Zevia Posts On X "Our brand-new 30-pack Zevia Variety Pack is now available across all @Costco regions our biggest Costco rollout yet" https://x.com/Zevia/status/2015848398944174196 https://x.com/Zevia/status/2015848398944174196"
X Link 2026-01-26T18:25Z [----] followers, [---] engagements

"BIG TECH BIG BANKS BIG DEFENSE TAKE ON WILDFIRES $LMT $PCG $CRM $WFC team up to launch EMBERPOINT LLC a joint venture aimed at giving first responders smarter tools to detect prevent and fight catastrophic wildfires. 🔹 Cross-industry partnership blending defense tech utilities data cloud software and financial backing 🔹 Focused on next-gen wildfire detection prevention and response 🔹 Built specifically for first responders not press releases 🔹 Goal is faster detection and better coordination before fires go full apocalypse 🔹 One company couldnt do this alone so they formed a mini-Voltron"
X Link 2026-01-26T19:18Z [----] followers, [---] engagements

"📊 WR BERKLEY $WRB Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $1.13 YoY: 10.78% (from $1.02) ✅ Revenue Beat Sales: $3.721B YoY: 1.44% (from $3.668B)"
X Link 2026-01-26T21:16Z [----] followers, [---] engagements

"$SMCI Super Micro Taiwan unit enters facilities agreement and credit agreement provides USD 710mln revolving credit facilities; option to increase facilities up to USD 2bln"
X Link 2026-01-26T21:28Z [----] followers, [----] engagements

"📊 $UNH Q4 [----] EARNINGS ✅ Earnings Beat Adj. EPS: $2.11 YoY: (beat $2.10 est by a penny victory lap optional) ❌ Revenue Miss Sales: $113.215B YoY: but short of $113.817B est because expectations are apparently immortal"
X Link 2026-01-27T11:22Z [----] followers, [---] engagements

"📊 $SYF Q4 EARNINGS 🔹 Earnings Inline EPS: $2.04 YoY: 6.81% (from $1.91 steady and unexciting) ❌ Revenue Miss Sales: $4.761B YoY: 3.68% (missed by a rounding error Wall Street will still argue about) OUTLOOK 🔹 FY2026 GAAP EPS: $9.10$9.50 vs $9.20 est"
X Link 2026-01-27T11:29Z [----] followers, [---] engagements

"SRFM PUSHES ELECTRIC ISLAND FLIGHTS $SRFM teams with Hawaii DOT and $BETA to bid into a federal eVTOL pilot using inter-island routes as a proving ground. 🔹 Hawaii short hops fit electric aircraft range 🔹 Mokulele runs the largest commuter network in the state 🔹 Avg flight [--] miles basically built for electrification 🔹 Initial focus on cargo not passengers 🔹 $BETAs ALIA already logged 100k+ real-world miles https://twitter.com/i/web/status/2016112594700951687 https://twitter.com/i/web/status/2016112594700951687"
X Link 2026-01-27T11:34Z [----] followers, [---] engagements

"📊 $KMB Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.86 YoY: 24.0% (from $1.50 margins doing the heavy lifting) ❌ Revenue Miss Sales: $4.080B YoY: 17.21% (from $4.928B demand clearly took the quarter off)"
X Link 2026-01-27T11:49Z [----] followers, [---] engagements

"📊 $HCA Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $8.01 vs Est.: $7.43 ❌ Revenue Miss Sales: $19.513B vs Est.: $19.667B GUIDANCE (RAISED) 🔹 FY2025 GAAP EPS: $29.10$31.50 vs $27.46 est 🔹 FY2025 Sales: $76.5B$80.0B vs $75.741B est"
X Link 2026-01-27T12:03Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $AA Equal-Weight at Morgan Stanley 🔹 $AME Market Perform at Oppenheimer 🔹 $BTDR Market Perform at KBW; PT $14 🔹 $CWAN Equal-Weight at Morgan Stanley 🔹 $COMP Neutral at Goldman; PT $14 🔹 $EMR Market Perform at Oppenheimer 🔹 $ICHR Market Perform at Oppenheimer; PT $32 🔹 $INSP Sector Perform at RBC; PT $90 🔹 $MTDR Equal-Weight at Wells Fargo; PT $47 🔹 $MBLY Neutral at Arete; PT $15.70 🔹 $NE Sell at SEB Equities; PT $33 🔹 $OKE Neutral at JPMorgan; PT $83 🔹 $PG Hold at TD Cowen 🔹 $SKYT Hold at TD Cowen; PT $35 - Hold at Needham - Neutral at Piper Sandler; PT $35 🔹"
X Link 2026-01-27T12:21Z [----] followers, [---] engagements

"INITIATIONS 🔹 $ADP Overweight at Cantor; PT $306 🔹 $AFRM Overweight at Cantor; PT $85 🔹 $BBNX Hold at TD Cowen; PT $17 🔹 $BETR Overweight at Cantor 🔹 $BIOA Overweight at Piper Sandler; PT $73 🔹 $XYZ Overweight at Cantor; PT $87 🔹 $CPAY Overweight at Cantor; PT $385 🔹 $DDOG Buy at Daiwa; PT $190 🔹 $FIS Overweight at Cantor; PT $72 🔹 $FISV Neutral at Cantor; PT $70 🔹 $GPN Neutral at Cantor; PT $80 🔹 $GMED Buy at TD Cowen; PT $110 🔹 $ISRG Buy at TD Cowen; PT $660 🔹 $KD Sector Outperform reinstated at Scotiabank; PT $40 🔹 $MA Overweight at Cantor; PT $650 🔹 $NFLX Buy at GF"
X Link 2026-01-27T12:21Z [----] followers, [---] engagements

"INFOSYS PARTNERS WITH CURSOR ON AI BUILD $INFY teams up with Cursor to help enterprises speed up AI-native software development. 🔹 Launches Cursor Center of Excellence 🔹 Focus on AI-assisted engineering at scale 🔹 Targets greenfield and brownfield systems 🔹 Integrates Cursor with Infosys Topaz Fabric 🔹 Aims to boost speed quality and consistency https://twitter.com/i/web/status/2016125705357066389 https://twitter.com/i/web/status/2016125705357066389"
X Link 2026-01-27T12:26Z [----] followers, [---] engagements

"📊 $PCAR Q4 [----] EARNINGS ❌ Earnings Miss EPS: $1.06 vs Est.: $1.07 ✅ Revenue Beat Sales: $6.82B vs Est.: $6.04B"
X Link 2026-01-27T13:02Z [----] followers, [---] engagements

"PVH TEAMS WITH OPENAI ON AI PUSH $PVH partners with OpenAI to embed custom AI across its operations targeting smarter execution and better consumer experiences. 🔹 AI applied to product design and demand planning 🔹 Focus on inventory optimization and personalization 🔹 Supports Calvin Klein and Tommy Hilfiger brands 🔹 Part of multi-year PVH+ growth strategy 🔹 Goal is scalable practical AI not experiments https://twitter.com/i/web/status/2016139376216989935 https://twitter.com/i/web/status/2016139376216989935"
X Link 2026-01-27T13:21Z [----] followers, [---] engagements

"CART EXPANDS SMART CART FOOTPRINT $CART rolls out AI-powered Caper Carts at select Foodtown stores via an expanded partnership with Allegiance Retail. 🔹 Caper Carts live in NY NJ PA locations 🔹 More deployments planned for [----] 🔹 Storefront Pro powers e-commerce across Allegiance 🔹 Carrot Ads and FoodStorm added to the stack 🔹 Omnichannel push ties in-store digital loyalty https://twitter.com/i/web/status/2016150049592389766 https://twitter.com/i/web/status/2016150049592389766"
X Link 2026-01-27T14:03Z [----] followers, [---] engagements

"$ASPI Co Posts On X "ASP Isotopes is building our role as a core partner in the semiconductor supply chainhelping enable higher-performance computing while addressing the energy cooling and cost challenges that come with it. Through advanced materials and close collaboration with semiconductor and data-center leaders we support innovation without compromising efficiency." https://x.com/ASPIsotopes/status/2016208798613176401s=20 https://x.com/ASPIsotopes/status/2016208798613176401s=20"
X Link 2026-01-27T18:05Z [----] followers, [---] engagements

"📊 F5 $FFIV Q1 Earnings ✅ Earnings Beat Adj. EPS: $4.45 YoY: 15.89% (from $3.84) ✅ Revenue Beat Sales: $822.465M YoY: 7.30% (from $766.489M) 📈 FY2026 Guidance Raised Adj. EPS: $15.65$16.05 vs $15.11 est Sales: $3.242B$3.273B vs $3.154B est 📊 Q2 Outlook Adj. EPS: $3.34$3.46 vs $3.38 est Sales: $770M$790M vs $748.3M est https://twitter.com/i/web/status/2016257937925407227 https://twitter.com/i/web/status/2016257937925407227"
X Link 2026-01-27T21:12Z [----] followers, [---] engagements

"📊 Western New England $WNEB Q4 Earnings ✅ Earnings Beat EPS: $0.26 YoY: 62.50% (from $0.16) ✅ Revenue Beat Sales: $22.002M YoY: 18.76% (from $18.527M)"
X Link 2026-01-27T21:12Z [----] followers, [---] engagements

"📊 First Commonwealth $FCF Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.43 YoY: 22.86% (from $0.35) ✅ Revenue Beat Sales: $137.822M YoY: 14.12% (from $120.770M)"
X Link 2026-01-27T22:09Z [----] followers, [---] engagements

"$PONY AI ATBB TO JOINTLY DEPLOY OPERATE ROBOTAXI SERVICES IN TIER [--] CHINESE CITIES PONY AI FORMS STRATEGIC PARTNERSHIP WITH BEIJING ATBB TRAVEL & EXPRESS SERVICE"
X Link 2026-01-28T02:04Z [----] followers, [---] engagements

"PROSPERITY BUYS STELLAR IN $2B TEXAS BANK DEAL $PB to acquire $STEL in a cash-and-stock merger bulking up its Texas footprint while $STEL holders take the premium and run. 🔹 Deal value $2.002B 🔹 $STEL holders get [------] shares of $PB + $11.36 cash 🔹 $STEL stock rips $PB modest pop 🔹 $STEL brings $10.8B assets and [--] Texas branches 🔹 $STEL execs slide into senior roles post-close https://twitter.com/i/web/status/2016484351614046315 https://twitter.com/i/web/status/2016484351614046315"
X Link 2026-01-28T12:11Z [----] followers, [---] engagements

"📊 Extreme Networks $EXTR Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.26 YoY: 23.81% (from $0.21) ✅ Revenue Beat Sales: $317.925M YoY: 13.81% (from $279.355M) Guidance Shuffle Parade 🔹 Q3 Adj. EPS: $0.23$0.25 (vs. $0.24 est.) 🔹 Q3 GAAP EPS: $0.03$0.06 (vs. $0.04 est.) 🔹 Q3 Sales: $309.1M$314.1M (vs. $310.2M est.) 🔹 FY2026 Adj. EPS: $0.98$1.02 (widened vs. $1.00 est.) 🔹 FY2026 GAAP EPS: $0.24$0.29 (cut from $0.28$0.32 still above $0.16 est.) 🔹 FY2026 Sales: $1.262B$1.270B (raised vs. $1.257B est.) https://twitter.com/i/web/status/2016484564323971477"
X Link 2026-01-28T12:12Z [----] followers, [---] engagements

"$BKR Hydrostor And Baker Hughes Announce Strategic Technology Solutions And Equity Agreement Supporting Advanced Compressed Air Energy Storage And Up To [---] GW Equipment Orders"
X Link 2026-01-28T12:12Z [----] followers, [---] engagements

"📊 GE Vernova $GEV Q4 Earnings ❌ Earnings Miss Adj. EPS: $2.79 YoY: 61.27% (from $1.73) ✅ Revenue Beat Sales: $10.956B YoY: 3.76% (from $10.559B) Outlook Update FY2026 Sales: $44.0B$45.0B (raised from $41.0B$42.0B) FY2028 Sales Target: $56.0B"
X Link 2026-01-28T12:18Z [----] followers, [---] engagements

"$SMG Scotts Miracle-Gro reportedly gets a deal to sell its cannabis-supply unit"
X Link 2026-01-28T12:20Z [----] followers, [---] engagements

"📊 Scotts Miracle-Gro $SMG Q1 Earnings ✅ Earnings Beat Adj. EPS: $(0.77) YoY: 13.48% (from $(0.89)) ❌ Revenue Miss Sales: $354.4M YoY: 14.97% (from $416.8M) FY2026 Outlook Adj. EPS: $4.15$4.35 (vs. $4.29 est.)"
X Link 2026-01-28T12:20Z [----] followers, [---] engagements

"$PONY Reported Earlier Pony_ai Announces Strategic Partnership With ATBB To Expand Robotaxi Commercialization Through Asset-Light Scaling Model"
X Link 2026-01-28T12:29Z [----] followers, [---] engagements

"$BIIB Biogen announced that the US FDA has granted Breakthrough Therapy Designation for litifilimab for the treatment of cutaneous lupus erythematosus"
X Link 2026-01-28T12:32Z [----] followers, [---] engagements

"$ARCO Arcos Dorados Expects To Open [---] To [---] Restaurants Across Its Operating Footprint In 2026"
X Link 2026-01-28T12:43Z [----] followers, [---] engagements

"AGNICO EAGLE TRIMS NON-CORE ASSET $AEM agreed to sell its remaining 55% stake in Gunnarn Mining to Goldsky. 🔹 Deal valued at $20M cash plus equity and royalty 🔹 Includes Goldsky shares and a 2% NSR on Barsele 🔹 Closing expected by June [--] [----] 🔹 Part of portfolio optimization strategy 🔹 Retains upside exposure without direct ownership https://twitter.com/i/web/status/2016495106577084480 https://twitter.com/i/web/status/2016495106577084480"
X Link 2026-01-28T12:54Z [----] followers, [---] engagements

"📊 Amphenol $APH Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.97 YoY: 76.36% (from $0.55) ✅ Revenue Beat Sales: $6.439B YoY: 49.12% (from $4.318B)"
X Link 2026-01-28T13:01Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $ARRY Neutral at Baird; PT $11 🔹 $BJ Hold at Jefferies; PT $90 🔹 $BRO Neutral at Citi; PT $83 🔹 $CCBG Market Perform at KBW; PT $45 🔹 $MLM Hold at Loop Capital; PT $690 🔹 $NUE Neutral at UBS; PT $183 🔹 $PYPL Sell at Redburn; PT $50 🔹 $PRAA Market Perform at Citizens 🔹 $ROP Hold at Stifel; PT $385 🔹 $ROP Market Perform at Oppenheimer 🔹 $WAL Neutral at JPMorgan; PT $105 https://twitter.com/i/web/status/2016497687516811532 https://twitter.com/i/web/status/2016497687516811532"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements

"INITIATIONS 🔹 $AARD Buy at B Riley; PT $32 🔹 $ALT Overweight at Barclays; PT $20 🔹 $APLS Equal-Weight at Barclays; PT $24 🔹 $ASND Overweight at Barclays; PT $342 🔹 $BE Equal-Weight at Barclays; PT $153 🔹 $BBIO Overweight at Barclays; PT $157 🔹 $COIN Neutral at Baird; PT $240 🔹 $CBIO Overweight at Piper Sandler 🔹 $AXL Buy at BWS Financial; PT $17 🔹 $TRDA Outperform at Oppenheimer; PT $21 🔹 $FORM Hold at Freedom Capital; PT $64 🔹 $FUTU Outperform at CCB Intl; PT $250 🔹 $GEV Buy at China Renaissance; PT $966 🔹 $GOSS Overweight at Barclays; PT $9 🔹 $HTFL Overweight at Wells Fargo;"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements

"$DHR Danaher CEO says there's modest recovery in pharmaceutical especially in Europe; academic and research demand is fairly muted in USA and China though generally stable"
X Link 2026-01-28T13:31Z [----] followers, [---] engagements

"$TM TOYOTA RECALLS [------] MY2023-2026 TOYOTA PRIUS VEHICLES IN US"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements

"$STUB Shares Trading Higher Ticketmaster Faces FTC Lawsuit On Ticket Pricing Currently Testifying At U.S. Senate Hearing"
X Link 2026-01-28T19:25Z [----] followers, [---] engagements

"$ALKT Alkami is said to tap adviser to explore sale"
X Link 2026-01-28T20:32Z [----] followers, [---] engagements

"📊 Raymond James Financial $RJF Q1 Earnings ❌ Earnings Miss Adj. EPS: $2.86 (vs. $2.88 est.) YoY: 2.39% (from $2.93) ❌ Revenue Miss Sales: $3.735B (vs. $3.920B est.) YoY: 5.60% (from $3.537B)"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements

"📊 Hawkins $HWKN Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.69 (vs. $0.74 est.) YoY: 4.17% (from $0.72) ❌ Revenue Miss Sales: $244.080M (vs. $252.511M est.) YoY: 7.90% (from $226.205M)"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements

"📊 Deluxe $DLX Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 14.29% (from $0.84) ✅ Revenue Beat Sales: $535.3M YoY: 2.84% (from $520.5M)"
X Link 2026-01-28T21:22Z [----] followers, [---] engagements

"BIT DIGITAL LOCKS UP WHITEFIBER STAKE $BTBT tells the market the shares stay put 🔹 Reaffirmed WhiteFiber as a core long-term strategic holding 🔹 Will not sell 27M $WYFI shares after lockup expires in Feb [----] 🔹 No secondary offerings or discretionary sales planned in [----] 🔹 Limited hedging or treasury activity possible not monetization 🔹 Stock ticked up as dilution fears quietly left the room https://twitter.com/i/web/status/2016636061380911118 https://twitter.com/i/web/status/2016636061380911118"
X Link 2026-01-28T22:14Z [----] followers, [---] engagements

"📊 $PH Q2 EARNINGS ✅ Earnings Beat Adj. EPS: $7.65 YoY: 17.15% (from $6.53) ✅ Revenue Beat Sales: $5.174B YoY: 9.09% (from $4.74B) 🔹 FY2026 Adj. EPS Guidance Raised: $30.40$31.00 vs $30.33 est (prior $29.60$30.40) 🔹 FY2026 GAAP EPS Guidance Raised: $26.26$26.86 vs $26.46 est (prior $25.53$26.33) 🔹 FY2026 Sales Guidance Raised: $20.942B$21.339B vs $21.106B est (prior $20.644B$21.239B) https://twitter.com/i/web/status/2016868673663750514 https://twitter.com/i/web/status/2016868673663750514"
X Link 2026-01-29T13:38Z [----] followers, [---] engagements

"📊 $NDAQ Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.96 YoY: 26.32% (from $0.76) ✅ Revenue Beat Sales: $1.392B YoY: 13.45% (from $1.227B) 🔹 [----] Non-GAAP OpEx Guidance Initiated: $2.455B$2.535B 🔹 [----] Non-GAAP Tax Rate Outlook: 22.5%24.5%"
X Link 2026-01-29T13:41Z [----] followers, [---] engagements

"📊 $RCL Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $2.80 YoY: 71.78% (from $1.63) ❌ Revenue Miss Sales: $4.259B YoY: 13.24% (from $3.761B) 🔹 Q1 Adj. EPS Outlook: $3.18$3.28 vs $2.92 est 🔹 FY2026 Adj. EPS Outlook: $17.70$18.10 vs $17.66 est"
X Link 2026-01-29T13:46Z [----] followers, [---] engagements

"📊 $TMO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $6.57 vs $6.45 est YoY: 7.7% (from $6.10) ✅ Revenue Beat Sales: $12.215B vs $11.950B est YoY: 7.2% (from $11.395B)"
X Link 2026-01-29T13:51Z [----] followers, [---] engagements

"$HON Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $2.59 vs $2.54 est YoY: 16.7% (from $2.22) ❌ Revenue Miss Sales: $9.758B vs $9.854B est YoY: 6.4% (from $9.169B) 🔹 FY2026 Adj. EPS Guide: $10.35$10.65 vs $10.38 est 🔹 FY2026 GAAP EPS Guide: $9.59$9.89 vs $9.83 est 🔹 FY2026 Sales Guide: $38.8B$39.8B vs $39.62B est 🔹 Q1 Adj. EPS Guide: $2.25$2.35 vs $2.34 est 🔹 Q1 GAAP EPS Guide: $2.05$2.15 vs $2.21 est 🔹 Q1 Sales Guide: $9.1B$9.4B vs $9.29B est https://twitter.com/i/web/status/2016871968490868750 https://twitter.com/i/web/status/2016871968490868750"
X Link 2026-01-29T13:52Z [----] followers, [---] engagements

"IMG SIGNS WOOD CHIP SUPPLY DEAL $IMG up modestly after subsidiary Zhimeng inked a $2.6M sales agreement with Yuncheng Trading. 🔹 15K bone-dry metric tons of wood chips 🔹 Contract value approx. $2.59M 🔹 Delivery expected by Feb [--] [----] 🔹 Supports raw material supply stability https://twitter.com/i/web/status/2016880486241415420 https://twitter.com/i/web/status/2016880486241415420"
X Link 2026-01-29T14:25Z [----] followers, [---] engagements

"$AAL AMERICAN AIRLINES PLANS TO RESUME DAILY SERVICE TO VENEZUELA PENDING U.S. GOVERNMENT APPROVAL AND SUBJECT TO SECURITY ASSESSMENTS -- AIRLINE"
X Link 2026-01-29T17:01Z [----] followers, [---] engagements

"$NU GETS U.S. BANK GREEN LIGHT $NU clears a major regulatory hurdle as it pushes deeper into the U.S. financial system. 🔹 Receives OCC conditional approval for national bank charter 🔹 Plans to form Nubank N.A. as a de novo bank 🔹 Opens door to deposits cards lending crypto custody 🔹 Brings federal oversight and broader product reach 🔹 Long-term U.S. expansion box officially checked https://twitter.com/i/web/status/2016952640849002917 https://twitter.com/i/web/status/2016952640849002917"
X Link 2026-01-29T19:12Z [----] followers, [---] engagements

"📊 NewtekOne $NEWT Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: 5.8% (from $0.69) ❌ Revenue Miss Sales: $73.333M YoY: 2.70% (from $75.366M)"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements

"📊 Hartford Financial $HIG Q4 Earnings ✅ Earnings Beat Adj. EPS: $4.06 YoY: 38.1% (from $2.94) ✅ Revenue Beat Sales: $7.339B YoY: 6.69% (from $6.879B)"
X Link 2026-01-29T21:07Z [----] followers, [---] engagements

"📊 Olin $OLN Q4 Earnings ❌ Earnings Miss Adj. EPS: $(0.75) YoY: 933.33% (from $0.09) ✅ Revenue Beat Sales: $1.665B YoY: 0.36% (from $1.671B)"
X Link 2026-01-29T21:08Z [----] followers, [---] engagements

"📊 Schneider National $SNDR Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.13 YoY: 35% (from $0.20) ❌ Revenue Miss Sales: $1.400B YoY: 4.56% (from $1.339B)"
X Link 2026-01-29T21:11Z [----] followers, [---] engagements

"📊 Avidbank Holdings $AVBH Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: N/A ✅ Revenue Beat Sales: $26.780M YoY: N/A"
X Link 2026-01-29T21:11Z [----] followers, [---] engagements

"📊 PCB Bancorp $PCB Q4 Earnings ✅ Earnings Beat EPS: $0.64 YoY: 39.13% (from $0.46) ❌ Revenue Miss Sales: $29.172M YoY: 11.31% (from $26.207M)"
X Link 2026-01-29T21:14Z [----] followers, [---] engagements

"📊 Eastman Chemical $EMN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.75 YoY: 59.89% (from $1.87) ❌ Revenue Miss Sales: $1.973B YoY: 12.12% (from $2.245B)"
X Link 2026-01-29T21:16Z [----] followers, [---] engagements

"📊 Seacoast Banking $SBCF Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.44 YoY: 8.33% (from $0.48) ✅ Revenue Beat Sales: $203.258M YoY: 52.97% (from $132.872M)"
X Link 2026-01-29T21:19Z [----] followers, [---] engagements

"📊 Invesco Mortgage Capital $IVR Q4 Earnings 🔹 Earnings Inline Adj. EPS: $0.56 YoY: 5.66% (from $0.53) ❌ Revenue Miss Sales: $47.654M YoY: 3.60% (from $46.000M)"
X Link 2026-01-29T21:20Z [----] followers, [---] engagements

"📊 Arthur J. Gallagher $AJG Q4 Earnings ✅ Earnings Beat Adj. EPS: $2.38 YoY: 10.19% (from $2.16) ✅ Revenue Beat Sales: $3.628B YoY: 33.58% (from $2.716B)"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements

"📊 Beazer Homes USA $BZH Q1 Earnings ❌ Earnings Miss EPS: $(1.13) YoY: 1230% (from $0.10) ❌ Revenue Miss Sales: $363.491M YoY: 22.49% (from $468.953M)"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements

"📊 PennyMac Mortgage $PMT Q4 Earnings ✅ Earnings Beat EPS: $0.48 YoY: 17.07% (from $0.41) ❌ Revenue Miss Sales: $93.563M YoY: 13.31% (from $107.927M)"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements

"📊 Weyerhaeuser $WY Q4 Earnings ✅ Earnings Beat Adj. EPS: $(0.09) YoY: 181.82% (from $0.11) ✅ Revenue Beat Sales: $1.717B YoY: 0.53% (from $1.708B)"
X Link 2026-01-29T21:22Z [----] followers, [---] engagements

"📊 DXC Technology $DXC Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 4.35% (from $0.92) ✅ Revenue Beat Sales: $3.194B YoY: 0.96% (from $3.225B) 🔹 FY2026 Guidance (Narrowed) Adj. EPS: $3.15 (prior $2.85$3.35; vs $3.13 est) Sales: $12.690B (prior $12.670B$12.810B; vs $12.690B est) 🔹 Q4 Outlook Adj. EPS: $0.65$0.75 (vs $0.80 est) Sales: $3.160B$3.190B (vs $3.185B est) https://twitter.com/i/web/status/2016986354027245891 https://twitter.com/i/web/status/2016986354027245891"
X Link 2026-01-29T21:26Z [----] followers, [---] engagements

"📊 Apple $AAPL Q1 Earnings +2.54% ✅ Earnings Beat EPS: $2.84 YoY: 18.33% (from $2.40) ✅ Revenue Beat Sales: $143.756B YoY: 15.65% (from $124.300B)"
X Link 2026-01-29T21:31Z [----] followers, [----] engagements

"$DAL $AAL $UAL U.S. TRANSPORTATION DEPARTMENT RESCINDS [----] ORDER THAT BARRED U.S. AIRLINES FROM FLYING TO VENEZUELA"
X Link 2026-01-30T02:20Z [----] followers, [---] engagements

"📊 $REGN Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $11.44 YoY: 5.22% (from $12.07) ✅ Revenue Beat Sales: $3.884B YoY: 2.51% (from $3.789B)"
X Link 2026-01-30T12:32Z [----] followers, [---] engagements

"📊 $CVX Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.52 YoY: 26.21% (from $2.06) ❌ Revenue Miss Sales: $46.873B YoY: 10.25% (from $52.226B)"
X Link 2026-01-30T12:35Z [----] followers, [---] engagements

"📊 $COFS Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.92 YoY: 10.84% (from $0.83) ❌ Revenue Miss Sales: $42.937M YoY: 76.38% (from $24.343M)"
X Link 2026-01-30T12:38Z [----] followers, [---] engagements

"$WT Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.29 YoY: 70.59% (from $0.17) ✅ Revenue Beat Sales: $147.434M YoY: 33.19% (from $110.697M)"
X Link 2026-01-30T12:50Z [----] followers, [---] engagements

"📊 $CHTR Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $10.34 YoY: 2.38% (from $10.10) ❌ Revenue Miss Sales: $13.601B YoY: 2.33% (from $13.926B)"
X Link 2026-01-30T12:51Z [----] followers, [---] engagements

"GERMAN INFLATION JAN PRELIM $EWG 🔹 MoM: +0.1% Exp: 0.0% Prev: 0.0% Range: -0.5% to +0.2% 🔹 YoY: +2.1% Exp: 2.0% Prev: 1.8% Range: 1.5% to 2.3%"
X Link 2026-01-30T13:01Z [----] followers, [---] engagements

"$JAMF Francisco Partners Completes Closes Acquisition Of Jamf For $13.05 Per Share In Cash Representing Total Enterprise Value Of $2.2B"
X Link 2026-01-30T13:40Z [----] followers, [---] engagements

"EXPEDIA EXPANDS BNPL DEAL WITH AFFIRM $AFRM becomes the exclusive Buy Now Pay Later provider for lodging and travel packages across $EXPE brands in the U.S. 🔹 Covers Expedia and Vrbo bookings 🔹 Offers installment plans up to [--] months 🔹 0% APR available on 3- and 6-month plans 🔹 Expands to select Canadian properties soon http://Hotels.com http://Hotels.com http://Hotels.com http://Hotels.com"
X Link 2026-01-30T14:08Z [----] followers, [---] engagements

"$JOBY Joby Aviation shares are trading lower after the company announced it filed for a $1 billion offering"
X Link 2026-01-30T14:21Z [----] followers, [---] engagements

"$PBR Petrobras to cut average jet fuel prices to distributors by 0.5% as of February 1st"
X Link 2026-01-30T16:49Z [----] followers, [---] engagements

"$C Citi expects that both economic and geopolitical risks will decline by H2 [--] from current extremely elevated levels taking some of the heat out of gold market"
X Link 2026-01-30T17:38Z [----] followers, [---] engagements

"FDA ADDS PRESBYOPIA COMPETITOR LENZ SELLS OFF $LENZ drops after a new eye drop joins the near-vision party 🔹 FDA approved Yuvezzi first dual-agent eye drop for presbyopia 🔹 Product from Tenpoint expected to launch U.S. in Q2 [----] 🔹 Presbyopia market massive about 2B globally 128M in the U.S. 🔹 $LENZ slid 9% on competitive fears 🔹 William Blair calls the selloff an overreaction 🔹 VIZZ seen as best-in-class with faster onset and longer durability 🔹 Label differences favor VIZZ with fewer risk flags and better selectivity 🔹 Focus now on VIZZ launch and DTC push as demand builds"
X Link 2026-01-30T18:03Z [----] followers, [---] engagements

"PFIS EXEC SHUFFLE SET FOR APRIL $PFIS president steps aside CEO likely doubles up 🔹 Thomas Tulaney retiring as PFIS and bank president effective April [--] [----] 🔹 Role held since Jan [----] after 40+ years in banking 🔹 Will stay on as senior advisor to support transition 🔹 CEO Gerard Champi expected to assume president role pending approval 🔹 Clean handoff no drama board continuity intact https://twitter.com/i/web/status/2017344386888089895 https://twitter.com/i/web/status/2017344386888089895"
X Link 2026-01-30T21:09Z [----] followers, [---] engagements

"AAL WEEKLY BREAKDOWN $AAL (American Airlines Group) drifted lower over the past [--] trading sessions as airline sector pressure continued into the end of the week. 🔹 Drifted from $14.45 (Jan 23) $13.88 (Jan 30) regular session closes 🔹 Weekly % move: approx -3.9% 🔹 Vibe: Sector slump with modest profit taking. WHATS DRIVING / DRAGGING IT 🔹 Airline stocks weakened with broader travel sector softness 🔹 Rising fuel cost concerns and reduced margin forecasts 🔹 Mixed travel demand commentary from industry reports 🔹 Technical selling near short-term support levels 🔹 No blockbuster catalysts"
X Link 2026-01-31T18:51Z [----] followers, [---] engagements

"📊 $QBTS WEEKLY BREAKDOWN 🔹 Drifted from $26 to $21 🔹 Weekly move: -18% 🔹 Vibe: Quantum hype met gravity fast and without mercy WHATS DRIVING / DRAGGING IT 🔹 Post-run profit taking after a face-melting January 🔹 Crowded momentum trade unwinding 🔹 No fresh news to justify nosebleed pricing 🔹 Retail enthusiasm cooling once the chart rolled 🔹 Volatility sellers finally getting paid OPTIONS IMPLIED VOL 🔹 30-day IV: 130% 🔹 Still unhinged just slightly less feral 🔹 Implied weekly move: 15% 🔹 Premiums remain rich enough to feed a small village KEY TAKEAWAYS 🔹 Trend is broken short term"
X Link 2026-01-31T19:16Z [----] followers, [---] engagements

"📊 IDEXX Laboratories $IDXX Q4 Earnings ❌ Earnings Miss Adj. EPS: $2.92 (vs. $2.93 est.) YoY: 17.27% (from $2.49) ✅ Revenue Beat Sales: $1.091B (vs. $1.073B est.) YoY: 14.33% (from $954.3M) 🔹 FY2026 Outlook (GAAP) EPS: $14.29$14.80 (vs. $14.39 est.) Sales: $4.632B$4.720B (vs. $4.658B est.) https://twitter.com/i/web/status/2018289719000346966 https://twitter.com/i/web/status/2018289719000346966"
X Link 2026-02-02T11:45Z [----] followers, [---] engagements

"TOYOTA DIGS IN ON TAKE-PRIVATE BID $TM wont raise its roughly $34B offer to take a major listed unit private brushing off activist pressure and signaling its ready for a drawn-out standoff. 🔹 Activist investor pushing for a higher valuation 🔹 Toyota says current price is final 🔹 Governance and minority shareholder concerns in focus 🔹 Boardroom fight risk rising 🔹 Deal uncertainty drags on sentiment https://twitter.com/i/web/status/2018293598232457361 https://twitter.com/i/web/status/2018293598232457361"
X Link 2026-02-02T12:01Z [----] followers, [---] engagements

"FITCH RATES ORACLE DEBT AT BBB Oracle $ORCL lines up a massive funding move and Fitch is fine with it. No panic no downgrade drama. 🔹 Senior unsecured notes rated BBB 🔹 Long-term IDR affirmed at BBB 🔹 Short-term IDR affirmed at F2 🔹 Outlook: Stable 🔹 Proceeds earmarked for capex debt repayment and acquisitions 🔹 Oracle plans to raise $4550B via notes and equity https://twitter.com/i/web/status/2018299236396270033 https://twitter.com/i/web/status/2018299236396270033"
X Link 2026-02-02T12:23Z [----] followers, [---] engagements

"$MPC UNION NEITHER ACCEPTS NOR REJECTS LAST OFFER FROM MARATHON FOR US REFINERY AGREEMENT SOURCES SAY"
X Link 2026-02-02T12:30Z [----] followers, [---] engagements

"COLUMBIA FINANCIAL BUYS NORTHFIELD $CLBK agrees to acquire $NFBK for $597M creating New Jerseys third-largest regional bank with $18B in assets and triggering a full public conversion. 🔹 Deal value $597M 🔹 Pro forma assets $18B 🔹 Becomes NJs #3 regional bank 🔹 Includes second-step conversion 🔹 Majority MHC shares sold at $10 https://twitter.com/i/web/status/2018303321149214957 https://twitter.com/i/web/status/2018303321149214957"
X Link 2026-02-02T12:39Z [----] followers, [---] engagements

"Healthcare 🔹 $IDXX 1.1% EPS and profit beat 🔹 $HUM 2.0% Downgraded at MSB"
X Link 2026-02-02T12:45Z [----] followers, [---] engagements

"China EVs 🔹 $BYDDY 4.5% January sales -30% Y/Y 🔹 $LI 1.0% 🔹 $XPEV 5.0% 🔹 $NIO 1.6%"
X Link 2026-02-02T12:46Z [----] followers, [---] engagements

"DRAGANFLY LANDS US AIR FORCE FPV DEAL $DPRO selected by the U.S. Air Force to supply Flex FPV drones and training for Special Operations units with partner DelMar Aerospace. 🔹 Selected by U.S. Air Force 🔹 Flex FPV drones + training 🔹 SOCOM-focused instruction 🔹 FPV build repair flight mission planning 🔹 Contract terms undisclosed https://twitter.com/i/web/status/2018305126277009830 https://twitter.com/i/web/status/2018305126277009830"
X Link 2026-02-02T12:46Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $ALV Hold at Handelsbanken; PT $130 🔹 $BBY Neutral at JPMorgan; PT $76 🔹 $BNTX Market Perform at Leerink; PT $113 🔹 $CVX Hold at HSBC; PT $180 🔹 $CRUS Hold at Loop Capital; PT $130 🔹 $FTNT Sector Perform at Scotiabank; PT $85 🔹 $HUM Underweight at Morgan Stanley; PT $174 🔹 $INDB Underweight at Barclays; PT $80 🔹 $IP Neutral at UBS; PT $44 🔹 $PB Underweight at Barclays; PT $68 🔹 $PTC Underweight at JPMorgan; PT $162 https://twitter.com/i/web/status/2018307622663766447 https://twitter.com/i/web/status/2018307622663766447"
X Link 2026-02-02T12:56Z [----] followers, [---] engagements

"INFOSYS EXTENDS MSG PARTNERSHIP $INFY expands its relationship with the Madison Square Garden family deepening tech support across venues media and live events. $MSGE $MSGS 🔹 Partnership extension confirmed 🔹 Covers MSG venues and media assets 🔹 Focus on digital transformation and fan experience 🔹 Ongoing IT and platform modernization 🔹 Long-term services relationship reinforced https://twitter.com/i/web/status/2018310688742031852 https://twitter.com/i/web/status/2018310688742031852"
X Link 2026-02-02T13:09Z [----] followers, [---] engagements

"$FDX FedEx says effective February 16th demand surcharge is to be discontinued until further notice except for shipments destined to Israel"
X Link 2026-02-02T13:29Z [----] followers, [---] engagements

"$GEV GE Vernova files to sell senior notes to fund portion of stake in Prolec G stake"
X Link 2026-02-02T13:47Z [----] followers, [---] engagements

"STOCKS IN FOCUS 🔹 $DIS +2.48% Revenue beat EPS miss strong trend intact 🔹 $MSTR -7.15% Bitcoin drop below $78k drags shares 🔹 $AZZ +0.96% Announces $100M buyback 🔹 $GME +2.97% Cohen eyes massive acquisition bold vision 🔹 $NXPI -1.14% Earnings expected after close https://twitter.com/i/web/status/2018321213789990987 https://twitter.com/i/web/status/2018321213789990987"
X Link 2026-02-02T13:50Z [----] followers, [---] engagements

"FAA FLAGS SAFETY REVIEW AFTER MID-AIR CRASH The FAA says safety actions are underway following a deadly mid-air collision while $BA request to raise [---] MAX production stays under review. 🔹 FAA launches safety actions post-collision 🔹 Investigation details still unfolding 🔹 [---] MAX production increase not approved 🔹 Boeing request remains under scrutiny 🔹 Safety oversight tightened amid pressure https://twitter.com/i/web/status/2018323740367491452 https://twitter.com/i/web/status/2018323740367491452"
X Link 2026-02-02T14:00Z [----] followers, [---] engagements

"$LMT LOCKHEED MARTIN AWARDED $328.5 MILLION CONTRACT TO DELIVER LEGION-ES SYSTEM"
X Link 2026-02-02T16:28Z [----] followers, [---] engagements

"Warsh Faces Fed Dilemma as Growth Stays Strong but Hiring Stalls $SPY Kevin Warsh President Donald Trumps nominee to succeed Jerome Powell as Federal Reserve chair would inherit an economy showing strong growth alongside weakening labor market sentiment. US GDP is expanding above [--] percent supported by tax cuts AI-driven productivity gains and a surging stock market. Yet hiring has slowed wage growth has cooled and consumer confidence has fallen. Trump has urged aggressive rate cuts but inflation remains elevated. Former Fed Vice Chair Lael Brainard of the White House National Economic"
X Link 2026-02-02T16:30Z [----] followers, [---] engagements

"$LAMR Lamar Advertising Acquires Assets Of Cleveland Outdoor Advertising For Undisclosed Sum"
X Link 2026-02-02T16:33Z [----] followers, [---] engagements

"US TO LOWER INDIA'S TOTAL TARIFF RATE TO 18%: WHITE HOUSE ISHARES MSCI INDIA ETF UP 3.1% AFTER TRUMP ANNOUNCES INDIA TRADE DEA"
X Link 2026-02-02T17:39Z [----] followers, [---] engagements

"BOSTIC: NEED TO KEEP POLICY RATE IN MILDLY RESTRICTIVE STANCE BOSTIC: GETTING INFLATION BACK DOWN IS PARTICULARLY IMPORTANT FOR LOW-INCOME HOUSEHOLDS BOSTIC: HARD TO MAKE A CASE OUR STANCE IS HEAVILY RESTRICTIVE MAYBE ONE OR TWO RATE CUTS WOULD PUT US AT NEUTRAL"
X Link 2026-02-02T18:14Z [----] followers, [---] engagements

"$COIN COINBASE - COINBASE USERS MAY SEE INCORRECT BALANCE DISPLAYS WITHIN PREDICTIONS"
X Link 2026-02-02T19:53Z [----] followers, [---] engagements

"📊 DaVita $DVA Q4 Earnings ✅ Earnings Beat Adj. EPS: $3.40 (vs. $3.16 est.) YoY: 51.8% (from $2.24) ✅ Revenue Beat Sales: $3.62B (vs. $3.50B est.) YoY: 9.9% (from $3.30B)"
X Link 2026-02-02T21:08Z [----] followers, [---] engagements

"📊 Fabrinet $FN Q2 Earnings ✅ Earnings Beat Adj. EPS: $3.36 (vs. $3.25 est.) YoY: 28.7% (from $2.61) ✅ Revenue Beat Sales: $1.13B (vs. $1.08B est.) YoY: 35.9% (from $833.6M) 🔹 Outlook Q3 Adj. EPS: $3.45$3.60 (vs. $3.43 est.) Q3 Sales: $1.15B$1.20B (vs. $1.13B est.) https://twitter.com/i/web/status/2018433946015740235 https://twitter.com/i/web/status/2018433946015740235"
X Link 2026-02-02T21:18Z [----] followers, [---] engagements

"STOCK SPECIFICS 🔹 $NVDA down 3% as $100B OpenAI investment plan stalls 🔹 $ORCL plans $4550B raise for cloud buildout Fitch rates debt BBB 🔹 $IDXX beats on EPS and profits 🔹 $MCD upgraded to Buy at BTIG 🔹 $DIS beats top and bottom line targets $7B FY26 buybacks 🔹 $HUM downgraded to Underweight at Morgan Stanley 🔹 $BYDDY Jan sales down 30% Y/Y EV demand cooling 🔹 Mineral names bid on US stockpile push including $MP and $UUUU https://twitter.com/i/web/status/2018434704819593422 https://twitter.com/i/web/status/2018434704819593422"
X Link 2026-02-02T21:21Z [----] followers, [---] engagements

"TRUMP: THE $GM CEO IS DOING A FANTASTIC JOB"
X Link 2026-02-02T21:34Z [----] followers, [---] engagements

"📊 Pfizer $PFE Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.66 (vs. $0.57 est.) YoY: 4.76% (from $0.63) ✅ Revenue Beat Sales: $17.557B (vs. $16.956B est.) YoY: 1.16% (from $17.763B) 🔹 FY2026 Guidance (Affirmed) Adj. EPS: $2.80$3.00 (vs. $2.97 est.) Sales: $59.5B$62.5B (vs. $61.063B est.) https://twitter.com/i/web/status/2018652425909846226 https://twitter.com/i/web/status/2018652425909846226"
X Link 2026-02-03T11:46Z [----] followers, [---] engagements

"📊 Capri Holdings $CPRI Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.81 (vs. $0.77 est.) YoY: 28.57% (from $0.63) ✅ Revenue Beat Sales: $1.025B (vs. $1.004B est.) YoY: 4.03% (from $1.068B)"
X Link 2026-02-03T11:47Z [----] followers, [---] engagements

"📊 Marathon Petroleum $MPC Q4 Earnings ✅ Earnings Beat Adj. EPS: $4.07 (vs. $2.90 est.) YoY: 428.57% (from $0.77) ✅ Revenue Beat Sales: $33.422B (vs. $31.981B est.) YoY: 0.13% (from $33.466B) 🔹 Capital Spending Update (2026) Total CapEx: $1.5B Refining & Marketing: $1.41B focus https://twitter.com/i/web/status/2018652661218742463 https://twitter.com/i/web/status/2018652661218742463"
X Link 2026-02-03T11:47Z [----] followers, [---] engagements

"📊 Merck & Co. $MRK Q4 Earnings ✅ Earnings Beat Adj. EPS: $2.04 (vs. $2.01 est.) ✅ Revenue Beat Sales: $16.400B (vs. $16.188B est.) 🔹 FY2026 Outlook (Thats Where the Mood Changed) Adj. EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.599B est.)"
X Link 2026-02-03T11:53Z [----] followers, [---] engagements

"📊 RPC $RES Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.04 (vs. $0.06 est.) YoY: 33.33% (from $0.06) ❌ Revenue Miss Sales: $425.777M (vs. $426.464M est.) YoY: 26.96% (from $335.361M)"
X Link 2026-02-03T11:54Z [----] followers, [---] engagements

"📊 PepsiCo $PEP Q4 Earnings ✅ Earnings Beat Adj. EPS: $2.26 (vs. $2.24 est.) YoY: 15.31% (from $1.96) ✅ Revenue Beat Sales: $29.343B (vs. $28.972B est.) YoY: 5.61% (from $27.784B) 🔹 FY2026 Guidance Adj. EPS: $8.55$8.71 (vs. $8.55 est.) Sales: $97.682B$99.561B (vs. $97.018B est.) https://twitter.com/i/web/status/2018654526710988934 https://twitter.com/i/web/status/2018654526710988934"
X Link 2026-02-03T11:55Z [----] followers, [---] engagements

"📊 Capri Holdings $CPRI Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.81 (vs. $0.77 est.) YoY: 28.57% (from $0.63) ✅ Revenue Beat Sales: $1.025B (vs. $1.004B est.) YoY: 4.03% (from $1.068B) 🔹 Guidance Update (FY2026) GAAP EPS: Raised to $1.30$1.40 (vs. $1.17 est.) Sales: Raised to $3.450B$3.475B (vs. $3.457B est.) https://twitter.com/i/web/status/2018655327550345594 https://twitter.com/i/web/status/2018655327550345594"
X Link 2026-02-03T11:58Z [----] followers, [---] engagements

"📊 Hamilton Lane $HLNE Q3 Earnings ✅ Earnings Beat Adj. EPS: $1.55 (vs. $1.31 est.) YoY: 24.00% (from $1.25) ✅ Revenue Beat Sales: $198.59M (vs. $194.50M est.) YoY: 18.02% (from $168.26M)"
X Link 2026-02-03T12:03Z [----] followers, [---] engagements

"📊 Spire $SR Q1 Earnings ✅ Earnings Beat Adj. EPS: $1.77 (vs. $1.62 est.) YoY: 32.09% (from $1.34) ❌ Revenue Miss Sales: $762.20M (vs. $772.91M est.) YoY: 13.91% (from $669.10M)"
X Link 2026-02-03T12:03Z [----] followers, [---] engagements

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