@FABYMETAL4 Avatar @FABYMETAL4 FabyΞ”

FabyΞ” posts on X about eps, $nvda, ai, $sndk 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 #31 technology brands #214 finance 7.08% cryptocurrencies 3.54% social networks 2.65% countries 2.65% exchanges 1.77% currencies 0.88% gaming 0.88% products 0.88%

Social topic influence eps 8.85%, $nvda #4, ai 7.96%, $sndk #113, $pltr 4.42%, q4 3.54%, cash flow 3.54%, flow 3.54%, $mu #210, $net 3.54%

Top accounts mentioned or mentioned by @shizuku_aituber @rasta8704692828 @advance_start @beauty_oe @antonlavay @matchan31

Top assets mentioned NVIDIA Corp. (NVDA) Sandisk Corporation (SNDK) Palantir Technologies Inc. (PLTR) Micron Technology, Inc. (MU) Cloudflare, Inc. (NET) Credo Technology Group Holding Ltd (CRDO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Taiwan Semiconductor (TSM) Teradyne, Inc. (TER) Alphabet Inc Class A (GOOGL) Corning Incorporated (GLW) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Doximity, Inc. (DOCS) Arm Holdings plc (ARM) Snap, Inc. (SNAP) Apple, Inc. (AAPL) Astera Labs, Inc. (ALAB) Upstart Holdings, Inc. (UPST) AppLovin Corporation (APP) Figma, Inc. (FIG) Samsara Inc. (IOT) Helium IOT (IOT) Microsoft Corp. (MSFT) Rubrik, Inc. (RBRK) Intel Corporation (INTC)

Top Social Posts

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

"πŸ’‘ Navitas Semiconductor Corporation $NVTS Q3 [----] 2025-11-03 πŸ’° - 🟒 EPS$-0.05 ($-0.05) - 🟒 $10.11M ($10M) πŸ“Š - 🟒 GAAP$19.4M$29.0M - 🟒 Non-GAAP$11.5M$12.7M - πŸ”΄ Non-GAAP38.7%40.1% - 🟒 $150.6M - πŸ”΄ -53.4%$21.68M$10.11M πŸ“Š - EPS$ ($-0.05) - πŸ”΄ $7M ($10.03M) πŸ“Š - EPS$ ($-0.21) - $ ($48.64M) πŸ“ - Navitas 2.0GaNSiCAI - NVIDIA800V DC AI - 100V650VGaNFast FETGaNSafe ICSiC - 2.3kV3.3kVSiC - πŸ€΅β™‚CEO (Chris Allexandre) AINavitas 2.0NavitasGaN10SiC πŸ” - : 2.87B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“‰$12.23 (-7.35%) - (): πŸ“‰$10.88 (-11.18%) - : $5.19 ($7.5 $4) Hold - (AI): πŸ˜₯-35.72% - (AI):"
X Link 2025-11-03T22:22Z 50K followers, 28.4K engagements

"πŸ’‘ Affirm Holdings Inc. $AFRM Q2 FY2026 2026-02-05 πŸ’° - πŸ”΄ EPS$0.39 ($0.84) - 🟒 $1.12B ($1.06B) πŸ“Š - 🟒 GMV$13.8B (YoY+36%) - 🟒 RLTC$543M (YoY+29%)GMV3.93% - 🟒 30.0% (YoY+3pp) - 🟒 10.5% (YoY+11pp) - 🟒 Affirm Card GMV$2.2B (YoY+159%) - 🟒 25.8M (YoY+23%) - πŸ”΄ 30ex-Peloton2.7% (YoY+18bps) πŸ“Š - EPS$ ($0.70) - 🟒 $0.99B ($0.98B) πŸ“Š - EPS$ ($3.03) - 🟒 $4.12B ($4.06B) πŸ“ - Big Nothing0% APRGMV5-27% - AdaptAIBoostAI10%47 - Black Friday/Cyber Monday0% APRGMV62% - Affirm Card121%370GMV159% - Intuit QuickBooks PaymentsExpediaVirgin Media O2WayfairUK/Canada πŸ€΅β™‚CEO (Max Levchin) AmazonBig"
X Link 2026-02-05T21:50Z 50K followers, 10.9K engagements

"πŸ’‘ SoFi Technologies Inc. $SOFI Q4 [----] 2026-01-30 πŸ’° - 🟒 EPS$0.13 ($0.12) - 🟒 $1.01B ($0.98B) πŸ“Š - 🟒 13.7M (YoY+35%) - 🟒 20.2M (YoY+37%) - 🟒 $443M (YoY+53%) - 🟒 Loan Platform Business$194M (QoQ+15% YoY+190%) - 🟒 $10.5B (YoY+46%) - πŸ”΄ 5.72% (YoY-19bps) - 🟒 $37.5B (QoQ+$4.6B) - 🟒 $8.9B $7.01/ (YoY+57%) πŸ“Š - 🟒 EPS$0.12 ($0.12) - 🟒 $1.04B ($1.00B) πŸ“Š - 🟒 EPS$0.60 ($0.59) - 🟒 $4.66B ($4.54B) πŸ“ - $1B$1.01B - [--------] - EBITDA $318M60%EBITDA31% - Rule of 4068% - SoFiUSD - Loan Platform Business$15B - 2.80%57bps - 202512$1.5B πŸ€΅β™‚CEO (Anthony Noto) 20254$10100SoFi2026 πŸ” - : 30.78B -"
X Link 2026-01-30T12:46Z 50K followers, 46.1K engagements

"Gemini [--] Deep Think πŸ‘€ Today we updated Gemini [--] Deep Think to further accelerate modern science research and engineering. With 84.6% on ARC-AGI-2 and a new standard on Humanitys Last Exam see how this specialized reasoning mode is advancing research & development 🧡 https://t.co/DZYQ3rg8uB Today we updated Gemini [--] Deep Think to further accelerate modern science research and engineering. With 84.6% on ARC-AGI-2 and a new standard on Humanitys Last Exam see how this specialized reasoning mode is advancing research & development 🧡 https://t.co/DZYQ3rg8uB"
X Link 2026-02-12T19:52Z 50K followers, 12K engagements

"GPT-5.3-Codex-Spark πŸ‘€ GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj"
X Link 2026-02-12T19:53Z 50K followers, 15K engagements

"πŸ’‘ Sandisk Corporation $SNDK Q2 [----] 2026-01-29 πŸ’° - 🟒 EPS$6.20 ($3.49) - 🟒 $3.03B ($2.67B) πŸ“Š - 🟒 Datacenter$440M (YoY+76% QoQ+64%) - 🟒 Edge$1.68B (YoY+63% QoQ+21%) - 🟒 Consumer$907M (YoY+52% QoQ+39%) - 🟒 Non-GAAP51.1% (YoY+18.6ppt) - 🟒 Non-GAAP$1.13B (YoY+386% QoQ+362%) - 🟒 Non-GAAP$967M (YoY+443% QoQ+434%) πŸ“Š - 🟒 EPS$13.00 ($4.21) - 🟒 $4.60B ($2.92B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - Q2$3.03B+31% - Datacenter+64%AI - (DatacenterEdgeConsumer) - Non-GAAP51.1%+18.6ppt - Q3$4.4B-$4.8BNon-GAAP EPS $12.00-$14.00 πŸ€΅β™‚CEO (David Goeckeler) SSDAI πŸ” - : 77.33B - PER: [-----] - Forward PER: - PEG:"
X Link 2026-01-29T21:23Z 50K followers, 94K engagements

"πŸ’‘ American Superconductor Corporation $AMSC Q3 [----] 2026-02-04 πŸ’° - 🟒 EPS$2.75 ($0.16) - 🟒 $74.53M ($61.40M) πŸ“Š - 🟒 Grid$63.19M (YoY+20.8%) - 🟒 Wind$11.34M (YoY+24.7%) - 🟒 30.7% (26.6%) - 🟒 $3.36M ($1.32M) - 🟒 12$250M - 🟒 $147.11M ($85.38M) - 🟒 $113.1M πŸ“Š - πŸ”΄ EPS$0.09 ($0.11) - $80M ($) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - Comtrafo20251253 - 6GAAP10GAAP - 12$250M - [--] - Comtrafo$147.1M πŸ€΅β™‚CEO (Daniel P. McGahn) AMSC320%610GAAP30%Comtrafo$145M12$250M9 πŸ” - : 1.43B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“‰$27.55 (-9.34%) - (): πŸ“ˆ$31.8 (15.17%) - : $61.0 ($68.0 $55.0) Buy - (AI): 🀩42.8% -"
X Link 2026-02-04T22:33Z 50K followers, [----] engagements

"πŸ’‘ Applied Materials Inc. $AMAT Q1 [----] 2026-02-12 πŸ’° - 🟒 EPS$2.38 ($2.21) - 🟒 $7.01B ($6.85B) πŸ“Š - πŸ”΄ Semiconductor Systems$5.14B (YoY-8.1%) - 🟒 Applied Global Services$1.56B (YoY+15.2%) - 🟒 DRAM - 🟒 - 🟒 49.1% (YoY+0.2pts) - πŸ”΄ 30.0% (YoY-0.6pts) - 🟒 $1.04B πŸ“Š - 🟒 EPS$2.64 ($2.39) - 🟒 $7.65B ($7.10B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - AI202620% - SamsungEPIC Center - 2nmGate-All-Around (GAA)(VivaSym3 Z MagnumSpectral) - - TSMC2025 Excellent Performance Award - Micron2025 Outstanding Performance in Sustainability Award - $337M$365M πŸ€΅β™‚CEO (Gary Dickerson) Applied Materials1AIApplied20%"
X Link 2026-02-12T21:38Z 50K followers, 10.6K engagements

"πŸ’‘ Arista Networks Inc. $ANET Q4 [----] 2026-02-12 πŸ’° - 🟒 EPS$0.82 ($0.76) - 🟒 $2.49B ($2.39B) πŸ“Š - 🟒 47.5% (+0.5pt) - πŸ”΄ 62.9% (-0.9pt) - 🟒 $1.047B (+23.3%) - 🟒 YoY+28.9% QoQ+7.8% - 🟒 $9.01B (+28.6%) - 🟒 $3.51B (+23.1%) πŸ“Š - EPS$ ($) - 🟒 $2.6B ($2.46B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - 1.5Arista [---] - 10$1.047B - R4AI - BroadcomVeloCloud SD-WAN - Arista AVAAI - Gartner Magic Quadrant for Data Center SwitchingAbility to Execute - ESUN(Ethernet for Scale-Up Networks)OCP Global Summit - Todd NightingaleCOOKenneth DudaCTOTyson LamoreauxAISVP πŸ€΅β™‚CEO (Jayshree Ullal) 2025Arista 2.01.5AI90 πŸ€΅β™‚CFO"
X Link 2026-02-12T21:39Z 50K followers, 20.4K engagements

"πŸ’‘ IREN Ltd $IREN Q2 FY2026 2026-02-05 πŸ’° - πŸ”΄ EPS$-0.52 ($-0.18) - πŸ”΄ $184.69M ($229M) πŸ“Š - 🟒 Bitcoin Mining$167.4M (+$84.4M) - 🟒 AI Cloud Services$17.3M (+$10M) - πŸ”΄ Adjusted EBITDA$75.3M ($91.7M) Margin 41% - 🟒 4.5GW (Oklahoma1.6GW) - 🟒 GPU140k GPU$3.4B ARR (CY2026) - 🟒 $2.8B (2026131) πŸ“Š - EPS$ ($) - $ ($) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - MicrosoftGPU$3.6BGPU6%Microsoft$1.9BGPU95% - 140k GPUCY2026$3.4B ARR - British Columbia AI CloudPrince George$0.4B ARR$0.5BARR - Oklahoma1.6GW4.5GW2028 - $9.2BGPUGPU πŸ€΅β™‚CEO (Daniel Roberts) IRENAI Cloud4.5GW$3.4B ARR πŸ” - : 14.76B - PER: [-----] - Forward"
X Link 2026-02-05T23:39Z 50K followers, 32K engagements

"πŸ“ŠCredo TechnologyQ3$404M$408M 19% $CRDO Credo Technology $CRDO 29FY20263202511202614400480034120 Q3335003450018%Q2: 2680051% Q4mid-single digitFY2026200% Q332 πŸ“ CredoAIQ332 https://twitter.com/i/web/status/2020977131254431889 https://twitter.com/i/web/status/2020977131254431889"
X Link 2026-02-09T21:44Z 50K followers, 55K engagements

"πŸ’‘ Nebius Group N.V. $NBIS Q4 [----] 2026-02-12 πŸ’° - πŸ”΄ EPS$-0.68 ($-0.44) - πŸ”΄ $227.7M ($242.79M) πŸ“Š - 🟒 (ARR)$1.25B ($0.9-1.1B) - 🟒 Core AI Cloud$214.2M (YoY +800%) - 🟒 Adjusted EBITDA$15M ( -$63.9M) - 🟒 AIEBITDA24% - 🟒 $834.3M ( -$73.1M) - $2.06B (GPU) - 🟒 $3.7B πŸ“Š - EPS$ ($-0.31) - $ ($466.13M) πŸ“Š - EPS$ ($-3.18) - πŸ”΄ $3.2B ($3.48B) πŸ“ - 2026ARR$7B$9B20257 - 3GW2.5GW2GW - MicrosoftMeta2 - TavilyAI300SDK - NVIDIA Vera Rubin NVL722026 πŸ€΅β™‚CEO (Arkady Volozh) AI πŸ” - : 22.31B - PER: [------] - Forward PER: -- - PEG: -- 🎯 - (): πŸ“ˆ$88.35 (4.84%) - (): πŸ“‰$84.27 (-4.52%) - : $144.6 ($211.0"
X Link 2026-02-12T20:54Z 50K followers, 23.2K engagements

"Anthropic58"" https://www.nikkei.com/article/DGXZQOGN12CA80S6A210C2000000/n_cid=SNSTW001&n_tw=1770928651 https://www.nikkei.com/article/DGXZQOGN12CA80S6A210C2000000/n_cid=SNSTW001&n_tw=1770928651"
X Link 2026-02-12T23:25Z 50K followers, 43.1K engagements

"πŸ’‘Corning Inc. $GLW Q3'24 Earnings 2024/10/29 πŸ’° Current Quarter (Q3) Results - 🟒 EPS: $0.54 (Est. $0.52) - 🟒 Revenue: $3.73B (Est. $3.72B) πŸ“Š Key Metrics - 🟒 Optical Communications Sales: +36% (YoY) - 🟒 Enterprise Product Sales: +55% (YoY) - 🟒 Display Technologies Profit: +18% (YoY) - 🟒 Free Cash Flow: $553M πŸ“Š Next Quarter (Q4) Guidance - 🟒 EPS: $0.53-$0.57 (Est. $0.52) - 🟒 Revenue: $3.75B (Est. $3.67B) πŸ“Š Full Year (FY24) Guidance - EPS: No information - Revenue: No information πŸ“Key Highlights - Significant growth in Optical Communications driven by AI-related product demand -"
X Link 2024-10-29T12:27Z 50K followers, 10.5K engagements

"NVIDIA $NVDA TSMC $TSM Browave Coherent Inc. $COHR Corning Incorporated $GLW Fabrinet Inc. Hon Hai Precision Lumentum Holdings Inc. $LITE Senko Advanced Components Inc. Siliconware Precision Industries Co. Ltd. $SPIL Sumitomo Electric Industries Ltd. : 5802.T TFC Communication http://2317.TW http://2317.TW"
X Link 2025-03-18T19:10Z 50K followers, [----] engagements

"πŸ’‘ Doximity Inc. $DOCS Q1 [----] Earnings 2025-08-07 πŸ’° Current Quarter Performance - 🟒 EPS: $0.36 (Est. $0.28) - 🟒 Revenue: $145.91M (Est. $139.59M) πŸ“Š Key Indicators - 🟒 Operating Cash Flow: $62.1M (YoY+51%) - 🟒 Free Cash Flow: $60.1M (YoY+52%) - 🟒 Adjusted EBITDA: $79.8M (YoY+21%) - 🟒 Adjusted EBITDA Margin: 54.7% (vs 52.0% prior year) - 🟒 Non-GAAP Net Income Margin: 49.2% (vs 44.1% prior year) - 🟒 AI Solutions Growth: YoY+500% - 🟒 Workflow Tools Users: 630000+ prescribers πŸ“Š Next Quarter Guidance - EPS: $ (Est. $0.35) - 🟒 Revenue: $157.5M (Est. $150.35M) πŸ“Š Full Year Guidance -"
X Link 2025-08-07T21:29Z 49.9K followers, 16.2K engagements

"πŸ’‘ Credo Technology Group Holding Ltd $CRDO Q2 [----] 2025-12-01 πŸ’° - 🟒 EPS$0.67 ($0.50) - 🟒 $268.03M ($234.99M) πŸ“Š - 🟒 $261.29M (YoY+278.3%) - 🟒 IP$6.73M (YoY+127.5%) - 🟒 $181.05M (67.5%) - 🟒 $78.80M (29.4%) - 🟒 Non-GAAP$124.12M (46.3%) - 🟒 Non-GAAP$127.79M (QoQ+30.0%) - 🟒 $813.6M πŸ“Š - EPS$ ($) - 🟒 $340M ($247.60M) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - 2$268.0M20.2%272.1% - AI - Non-GAAP67.7% - Non-GAAP46.3%43.1% - 3$335M-$345M$340M$247.60M - ZeroFlap OpticsALCsOmniConnect gearbox - AEC(Active Electrical Cables)IC(Integrated Circuits) πŸ€΅β™‚CEO (Bill Brennan)"
X Link 2025-12-01T21:33Z 50K followers, 53.9K engagements

"πŸ’‘DRAM2026PC5.4% $MU $SSNLF $SNDK AIDRAMNANDPCSamsung ElectronicsSK hynix20261DRAM60%70%202550%20262 DRAMSamsungSK hynixMicrosoftAmazon HBM3ENVIDIAH200BroadcomGoogle TPUAI NANDSanDiskSSD3D NAND20261100% NVIDIAVera Rubin NVL144BlueField-4 DPU512GB SSD50.443D NANDSanDiskNAND100% ASUS202615PCDRAMNANDSSD IDCLenovoDellHPAcerASUS15%20% Dell COOJeff Clarke TrendForcePC2026PC5.4%17300 1.7%2.4%5.4%20262PC10.1% πŸ“ AIHBMDRAMMicron2025122026Crucial 2027PC https://twitter.com/i/web/status/2010570324799300068 https://twitter.com/i/web/status/2010570324799300068"
X Link 2026-01-12T04:31Z 50K followers, 43.1K engagements

"πŸ’‘ Netflix Inc. $NFLX Q4 [----] 2026-01-20 πŸ’° - 🟒 EPS$0.56 ($0.55) - 🟒 $12.05B ($11.97B) πŸ“Š - 🟒 24.5% (YoY+2.3pts) - 🟒 325M - 🟒 $1.5B (YoY+2.5) - 🟒 96B (YoY+2%) - 🟒 YoY+9% - 🟒 $1.87B ($1.38B) πŸ“Š - πŸ”΄ EPS$0.76 ($0.81) - πŸ”΄ $12.16B ($12.17B) πŸ“Š - EPS$ ($) - 🟒 $51.2B ($50.98B) πŸ“ - 2025$45.2BYoY+16%29.5%+3pts - Warner Bros.1$27.75 - [---------] - Stranger Things120MFrankenstein102M - NFL Christmas Day33M - 2026World Baseball Classic47 - Universal Pictures - Sony Pictures Entertainmentpay [--] - TV31 - Netflix Houses πŸ€΅β™‚CEO (Greg Peters Ted Sarandos) 2025Prime Big Deal DaysKindleNFLAWS"
X Link 2026-01-20T21:19Z 50K followers, 39.7K engagements

"πŸ’‘Samsung Electronics2026Q1 NAND100%AI $005930.KS $000660.KS $MU $SNDK Samsung Electronics20261NAND100%AINAND Samsung Electronics202520261DRAM70%NAND TrendForce2025Q4NAND3338%2026Q1NAND100%Samsung ElectronicsNAND2SK Hynix5SanDiskNAND100% NANDAISSDeSSDPCAIAI 2025NANDSamsung Electronics NAND πŸ“ NAND2026Q2Samsung ElectronicsQ2 DRAMNANDAIAIPC https://www.etnews.com/20260123000221 https://www.etnews.com/20260123000221"
X Link 2026-01-25T03:06Z 50K followers, 19.6K engagements

"πŸ’‘ Celestica Inc. $CLS Q4 [----] 2026-01-28 πŸ’° - 🟒 EPS$1.89 ($1.76) - 🟒 $3.65B ($3.49B) πŸ“Š - 🟒 CCS$2.86B (YoY+64%) - 🟒 HPS$1.4B (YoY+72%) - πŸ”΄ ATS$0.80B (YoY-1%) - 🟒 Non-GAAP7.7% (6.8%) - 🟒 $433.1M (YoY+45.7%) - 🟒 $458.3M () - 🟒 $35.7M (Q4) πŸ“Š - 🟒 EPS$2.05 ($1.83) - 🟒 $4.0B ($3.65B) πŸ“Š - 🟒 EPS$8.75 ($8.49) - 🟒 $17.0B ($16.42B) πŸ“ - Google TPU2027 - [------] - 31.6T2027 - - HPS πŸ€΅β™‚CEO (Rob Mionis) 436.5EPS1.89202512428%EPS56%AI2026170EPS8.7520262027 πŸ” - : 37.94B - PER: [-----] - Forward PER: [-----] - PEG: 🎯 - (): πŸ“ˆ$345.51 (0.51%) - (): πŸ“‰$339.03 (-1.79%) - : $378.2 ($420.0 $305.0) Buy"
X Link 2026-01-28T22:00Z 50K followers, 13K engagements

"$NET https://x.com/i/trending/2016895027859853784 https://x.com/i/trending/2016895027859853784"
X Link 2026-01-29T19:47Z 49.9K followers, [----] engagements

"πŸ’‘ Palantir Technologies Inc. $PLTR Q4 [----] 2026-02-02 πŸ’° - 🟒 EPS$0.25 ($0.23) - 🟒 $1.41B ($1.34B) πŸ“Š - 🟒 $1.076B (YoY+93%) (QoQ+22%) - 🟒 $507M (YoY+137%) (QoQ+28%) - 🟒 $570M (YoY+66%) (QoQ+17%) - 🟒 Rule of 40127% - 🟒 GAAP41% - 🟒 57% - 🟒 $777M (55%) - 🟒 $791M (56%) - 🟒 (TCV)$4.26B (YoY+138%) - 🟒 TCV$1.34B (YoY+67%) - 🟒 (RDV)$4.38B (YoY+145%) (QoQ+21%) - 🟒 YoY+34% QoQ+5% - 🟒 $1M180 $5M84 $10M61 πŸ“Š - EPS$ ($) - 🟒 $1.53B ($1.33B) πŸ“Š - EPS$ ($) - 🟒 $7.19B ($6.28B) πŸ“ - 2026$7.18B-$7.19B61%$6.28B - 2026$3.14B115% - 2026$4.13B-$4.14B$3.93B-$4.13B - Q4 2025Rule of 40127% -"
X Link 2026-02-02T21:27Z 49.9K followers, 66.2K engagements

"πŸ’‘ Fabrinet $FN Q2 [----] 2026-02-02 πŸ’° - 🟒 EPS$3.36 ($2.61) - 🟒 $1.13B ($0.83B) πŸ“Š - 🟒 GAAP$112.6M (+30.0%) - 🟒 Non-GAAP10.9% (+0.3pt) - Non-GAAP12.4% () - 🟒 36.3M (-0.4%) πŸ“Š - 🟒 EPS$3.53 ($2.52) - 🟒 $1.18B ($0.87B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - 2$1.13B - Non-GAAP EPS$3.3628.7% - - - 3$1.15B-$1.20B πŸ€΅β™‚CEO (Seamus Grady) 2EPS3 πŸ” - : 17.54B - PER: [----] - Forward PER: - PEG: 🎯 - (): πŸ“ˆ$501.02 (2.17%) - (): πŸ“‰$443.5 (-11.1%) - : $501.33 ($600.0 $269.0) Buy - (AI): 🀩28.7% - (AI): $467.39 πŸ€– (AI) 35.9%$1.13BNon-GAAP EPS$3.36 Non-GAAP10.9%10.6%12.4% 3$1.15B-$1.20B$1.18BNon-GAAP EPS"
X Link 2026-02-02T21:39Z 50K followers, 13.3K engagements

"πŸ’‘ Teradyne Inc $TER Q4 [----] 2026-02-02 πŸ’° - 🟒 EPS$1.80 ($1.36) - 🟒 $1.08B ($0.97B) πŸ“Š - 🟒 Semiconductor Test$883M (Est. $786M) (YoY+44%) - Product Test$110M - Robotics$89M - 🟒 $3.19B (YoY+13%) - 🟒 $281.64M - 🟒 $183.44M πŸ“Š - 🟒 EPS$2.07 ($1.24) - 🟒 $1.20B ($0.93B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - AISemiconductor Test - Q4+44%+41% - 2026AI - $0.12 - $183.44M - Cantor Fitzgerald$240$270Overweight - Stifel$270$280Buy πŸ€΅β™‚CEO (Mark Jagiela) Q4Semiconductor TestAI2026AI πŸ” - : 37.75B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“ˆ$249.74 (3.99%) - (): πŸ“ˆ$275.54 (10.34%) - : $232.35 ($400.0 $140.0)"
X Link 2026-02-02T23:04Z 50K followers, 16.6K engagements

"Teradyne $TER +24.23% πŸš€ πŸ“’2026128: 68572025Q3 AI TeradyneFaby πŸ“’2026128: 68572025Q3 AI TeradyneFaby"
X Link 2026-02-02T23:17Z 50K followers, 22.8K engagements

"πŸ“’202622Palantir Technologies $PLTR 117.5%350070% 14.0770% Rule of [-----] [--] CEO Alex Karp "93%70%70%Rule of 40127" 5% Palantir $PLTR Q4 Faby @FABYMETAL4 https://note.com/fabymetal/n/nf4671c744781sub_rt=share_pb https://note.com/fabymetal/n/nf4671c744781sub_rt=share_pb"
X Link 2026-02-03T09:37Z 49.9K followers, 84.8K engagements

"πŸ’‘ Advanced Micro Devices Inc. $AMD Q4 [----] 2026-02-03 πŸ’° - 🟒 EPS$1.53 ($1.32) - 🟒 $10.27B ($9.67B) πŸ“Š - 🟒 Data Center$5.38B (YoY+39%) - 🟒 Client$3.10B (YoY+34%) - 🟒 Gaming$843M (YoY+50%) - 🟒 Non-GAAP28% (Est. 25.4%) - 🟒 Non-GAAP57% (54%) - 🟒 $2.08B (YoY+91%) πŸ“Š - EPS$ ($1.41) - 🟒 $9.80B ($9.37B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - 2025$34.6BNon-GAAP$7.8B - Data Center39%$5.4BEPYC CPUInstinct GPU - Client34%$3.1BRyzen CPU - Gaming50%$843MSoCRadeon GPU - Q4Non-GAAP28% - $5.5B129% - Q4AMD Instinct MI308$360MMI308$390M - OpenAI6Instinct GPU - Oracle50000GPU - CES 2026HeliosInstinct MI440X"
X Link 2026-02-03T21:41Z 50K followers, 25.1K engagements

"πŸ’‘ Lumentum Holdings Inc. $LITE Q2 [----] 2026-02-03 πŸ’° - 🟒 EPS$1.67 ($1.41) - 🟒 $665.5M ($652.08M) πŸ“Š - 🟒 Components$443.7M (YoY+68.3%) - 🟒 Systems$221.8M (YoY+60.1%) - 🟒 Non-GAAP42.5% (39.4%) - 🟒 Non-GAAP25.2% (YoY+1730bps) - 🟒 $1.16B (+$33.5M) - 🟒 OCS$400M πŸ“Š - 🟒 EPS$2.25 ($1.60) - 🟒 $805M ($706.4M) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - Q265% - Non-GAAP1700bps25.2% - OCS$400M - CPOCo-Packaged Optics2027 - Q385% - AI πŸ€΅β™‚CEO (Michael Hurlston) Lumentum265%non-GAAP1700bpsEPS85%2OCSCPOOCS$400MCPO2027AI πŸ” - : 30.03B - PER: [------] - Forward PER: - PEG: 🎯 - (): πŸ“‰$435.19 (-3.93%) - (): πŸ“ˆ$482.62"
X Link 2026-02-03T21:44Z 49.9K followers, 27.7K engagements

"πŸ’‘ Super Micro Computer Inc. $SMCI Q2 FY2026 2026-02-03 πŸ’° - 🟒 EPS$0.69 ($0.49) - 🟒 $12.68B ($10.34B) πŸ“Š - 🟒 (YoY)+123.4% - πŸ”΄ (Non-GAAP)6.4% ( 11.9%) - 🟒 $401M (YoY +25%) - 🟒 $4.1B - (+)$4.9B - πŸ”΄ -$24M - Adjusted EBITDA$628.6M ( 5.0%) πŸ“Š - 🟒 EPS$0.60 ($0.52) - 🟒 $12.3B ($10.2B) πŸ“Š - EPS$ ($2.03) - 🟒 $40B ($36.27B) πŸ“ - 123%154%$12.7B - FY2026$36B$40B - DCBBS (Data Center Building Block Solutions) AI - AI - 6.4%11.9% πŸ€΅β™‚CEO (Charles Liang) AIAIDCBBSData Center Building Block SolutionsSupermicroAIIT πŸ” - : 17.74B - PER: [-----] - Forward PER: [-----] - PEG: 🎯 - (): πŸ“‰$29.72 (-0.9%) - ():"
X Link 2026-02-04T02:51Z 49.9K followers, 12.8K engagements

"πŸ’‘ Alphabet Inc. $GOOGL Q4 [----] 2026-02-04 πŸ’° - 🟒 EPS$2.82 ($2.64) - 🟒 $113.83B ($111.48B) πŸ“Š - 🟒 Google Cloud$17.66B (Est. $16.2B) (YoY+48%) - 🟒 Google Search & other$63.07B (YoY+17%) - πŸ”΄ YouTube$11.38B (Est. $11.78B) (YoY+9%) - πŸ”΄ $35.93B (Est. $36.95B) (YoY+16%) - 🟒 31.6% - 🟒 FY26$175B$185B (Est. $119.5B) - 🟒 [----] πŸ“Š - EPS$ ($2.54) - $ ($103.9B) πŸ“Š - EPS$ ($11.21) - $ ($457.57B) πŸ“ - $400B15% - Google Cloud$70BAI - Gemini App7.5API100 - YouTube$60B - Waymo$16B πŸ€΅β™‚CEO (Sundar Pichai) Alphabet$400BGemini 3GeminiAPI100Gemini App7.5SearchAIYouTube$60B3.25Google"
X Link 2026-02-04T21:38Z 50K followers, 23.1K engagements

"$GOOGL 2026$175B$185B$119.5BAI"
X Link 2026-02-04T21:39Z 49.9K followers, [----] engagements

"πŸ’‘ Coherent Corp. $COHR Q2 FY2026 2026-02-04 πŸ’° - 🟒 EPS$1.29 ($1.21) - 🟒 $1.69B ($1.64B) πŸ“Š - 🟒 Datacenter & Communications$1.21B (YoY+33.5%) - πŸ”΄ Industrial$478M (YoY-9.9%) - 🟒 Non-GAAP39.0% (YoY+77bps) - 🟒 Non-GAAP19.9% (YoY+147bps) - 🟒 Non-GAAP$336M (YoY+26.8%) - 🟒 GAAP EPS$0.76 (YoY+71%) - 🟒 YoY+22% (A&D) πŸ“Š - 🟒 EPS$1.38 ($1.32) - 🟒 $1.77B ($1.71B) πŸ“Š - EPS$ ($5.10) - $ ($6.71B) πŸ“ - Datacenter & Communications33.5%$1.21BAI - Aerospace & Defense - Munich1Q3$5M - - Non-GAAP EPS35%$1.29 πŸ€΅β™‚CEO (Jim Anderson) 12FY2026FY2027Industrial πŸ€΅β™‚CFO (Sherri Luther) GAAPNon-GAAP EPS πŸ” - :"
X Link 2026-02-04T22:09Z 50K followers, 22.5K engagements

"πŸ’‘ Arm Holdings plc $ARM Q3 [----] 2026-02-04 πŸ’° - 🟒 EPS$0.43 ($0.41) - 🟒 $1.24B ($1.23B) πŸ“Š - 🟒 $737M (YoY+27%) - 🟒 $505M (YoY+25%) - πŸ”΄ Non-GAAP40.7% (YoY-500bps) - 🟒 ACV$1.62B (YoY+28%) - πŸ”΄ RPO$2.15B (YoY-8%) - πŸ”΄ Non-GAAP FCF$169M (YoY-52%) πŸ“Š - 🟒 EPS$0.58 ($0.56) - 🟒 $1.47B ($1.44B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - [---] - AI$737M - AI - Arm Total Access50Arm Flexible Access318 - Non-GAAP98.3% πŸ€΅β™‚CEO (Rene Haas) ArmAI3ArmAIArm πŸ” - : 110.93B - PER: [------] - Forward PER: [-----] - PEG: [----] 🎯 - (): πŸ“‰$105.03 (-0.59%) - (): πŸ“‰$100.47 (-4.29%) - : $157.16 ($215.0 $80.0) Buy - (AI): 😊6.82% -"
X Link 2026-02-04T22:32Z 50K followers, 14.8K engagements

"πŸ’‘ Qualcomm Incorporated $QCOM Q1 [----] 2026-02-04 πŸ’° - 🟒 EPS$3.50 ($3.41) - 🟒 $12.25B ($12.11B) πŸ“Š - 🟒 QCT$10.61B (YoY+5%) - 🟒 Handsets$7.82B (YoY+3%) - 🟒 Automotive$1.10B (YoY+15%) - 🟒 IoT$1.69B (YoY+9%) - 🟒 QTL$1.59B (YoY+4%) - πŸ”΄ QCT31% (-1pt) - 🟒 QTL77% (+2pts) - 🟒 $4.97B (YoY+8%) πŸ“Š - πŸ”΄ EPS$2.55 ($2.89) - πŸ”΄ $10.6B ($11.12B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - $12.25B - QCT$10.61B - Automotive2$1B15%$1.10B - Alphawave SemiData Center - $3.6B1500($2.6B) - CESAIpersonalindustrialphysical AI πŸ€΅β™‚CEO (Cristiano Amon) CESpersonalindustrialphysical AI2029 πŸ” - : 163.01B - PER: [-----] - Forward"
X Link 2026-02-04T22:35Z 50K followers, 12.1K engagements

"πŸ’‘ Snap Inc. $SNAP Q4 [----] 2026-02-04 πŸ’° - 🟒 EPS$0.03 ($-0.03) - 🟒 $1.72B ($1.70B) πŸ“Š - 🟒 59% (+2pt+4pt) - πŸ”΄ DAU474M (Est. 477M) (YoY+5%) - 🟒 MAU946M (YoY+6%) - 🟒 ARPU$3.62 (Est. $3.56) (YoY+5%) - 🟒 Snapchat+24M (YoY+71%) - 🟒 $232M (YoY+62%) - 🟒 YoY+28% - 🟒 In-App OptimizationsYoY+89% - 🟒 Dynamic Product AdsYoY+19% πŸ“Š - EPS$ ($0.15) - πŸ”΄ $1.52B ($1.54B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - $500M - SpecsARARStar Wars: Holocron HistoriesCard MasterHandymanAI - AIAnimate It LensLens - WixSMBe - Smart Campaign Solution suite8% πŸ€΅β™‚CEO (Evan Spiegel) Q4Specs πŸ” - : 10.49B - PER: - Forward PER:"
X Link 2026-02-04T22:39Z 50K followers, [----] engagements

"πŸ’‘TSMC263 AI $TSM TSMC $TSM 252AI63 202526AI 3TSMCApple $AAPL iPhoneNVIDIA $NVDA AI3 TSMC112/162024220272 πŸ“ 3ASML $ASML EUVAIAI https://twitter.com/i/web/status/2019252606854656441 https://twitter.com/i/web/status/2019252606854656441"
X Link 2026-02-05T03:31Z 50K followers, 28.1K engagements

"πŸ“’202624 Nasdaq Cloud Index12850JefferiesSaaSpocalypse AnthropicAIThomson Reuters18%RELX14%LegalZoom20%4ServiceNow11%Microsoft13600 AISaaS 1AI 20261AI AI2025AI1.7620262.5343.9% AI: [----] [----] [----] [----] [----] [----] 6% AIITAI 24AISaaS John-David LovelockDistinguished VP Analyst VP Analyst John-David Lovelock Gartner Distinguished AI32026 [---] AIFaby @FABYMETAL4 https://note.com/fabymetal/n/n18c176c41f1csub_rt=share_pb https://note.com/fabymetal/n/n18c176c41f1csub_rt=share_pb"
X Link 2026-02-05T04:21Z 49.9K followers, 58.5K engagements

"πŸ’‘ Inc. $AMZN Q4 [----] 2026-02-05 πŸ’° - πŸ”΄ EPS$1.95 ($1.96) - 🟒 $213.39B ($211.23B) πŸ“Š - 🟒 AWS$35.6B (Est. $34.8B) (YoY+24%) - 🟒 $25.0B (Est. $24.8B) - πŸ”΄ $127.1B (Est. $127.2B) (YoY+10%) - 🟒 $50.7B (Est. $49.7B) (YoY+17%) - 11.7% (Est. 11.7%) - 🟒 TTM$139.5B (YoY+20%) - πŸ”΄ FY26$200B (Est. $147B) πŸ“Š - EPS$ ($1.72) - 🟒 $176B ($175.16B) πŸ“Š - EPS$ ($7.87) - $ ($795.59B) πŸ“ - AWS24%13AI - 2026$200BAI - YoY+22% - [--] - $24$27.4B πŸ€΅β™‚CEO (Andy Jassy) AWS24%1322%32026Amazon$200B πŸ” - : 2.49T - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): πŸ“‰$222.83 (-0.97%) - (): πŸ“‰$210.7 (-5.34%) - : $296.11"
X Link 2026-02-05T21:15Z 50K followers, 27.7K engagements

"πŸ’‘ Doximity Inc $DOCS Q3 [----] 2026-02-05 πŸ’° - 🟒 EPS$0.46 ($0.45) - 🟒 $185.05M ($181.60M) πŸ“Š - 🟒 Adjusted EBITDA$111.4M (YoY+9% Margin 60.2%) - 🟒 Non-GAAP59.1% (+0.1pt) - πŸ”΄ $58.5M (YoY-8%) - 🟒 [---] () - 🟒 [--] () - 🟒 AI30 - πŸ”΄ GAAP33.3% (44.6%) πŸ“Š - EPS$ ($) - πŸ”΄ $143.5M ($150.24M) πŸ“Š - EPS$ ($) - πŸ”΄ $643M ($645.33M) πŸ“ - [--] - AI - AI - 85%Doximity πŸ€΅β™‚CEO (Jeff Tangney) 10072AI30AI πŸ” - : 6.64B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“‰$33.31 (-4.19%) - (): πŸ“‰$24.5 (-26.47%) - : $62.19 ($80.0 $45.0) Buy - (AI): πŸ˜₯-18.52% - (AI): $23.87 πŸ€– (AI) EPS10072AI30 Adjusted"
X Link 2026-02-05T21:22Z 49.9K followers, 15.3K engagements

"πŸ’‘ Roblox Corporation $RBLX Q4 [----] 2026-02-05 πŸ’° - 🟒 EPS$-0.45 ($-0.48) - πŸ”΄ $1.42B ($2.08B) πŸ“Š - 🟒 Bookings$2.22B (Est. $1.36B) (YoY+63%) - 🟒 DAU ()144M (YoY+69%) - 🟒 Hours Engaged35B (YoY+88%) - 🟒 MUP ()36.7M (YoY+100%) - 🟒 $307M (YoY+155%) - 🟒 $607M (YoY+229%) - 🟒 Developer Exchange$477M (YoY+70%) - 🟒 Age-CheckDAU45% (U13: 35% 13-17: 38% O18: 27%) πŸ“Š - EPS$ ($) - $1.40B ($) πŸ“Š - EPS$ ($) - $6.15B ($) πŸ“ - 2025Bookings$6.8B55%$4.9B36% - 1DAU45%O18 - AISLIMServer AuthorityTexture Streaming - DevEx8.5%1000$1.3M50% - AI103 - Rewarded Video90%95%Homepage Feature - [----] πŸ€΅β™‚CEO (David"
X Link 2026-02-05T21:24Z 50K followers, 11K engagements

"πŸ’‘ Reddit Inc. $RDDT Q4 [----] 2026-02-05 πŸ’° - 🟒 EPS$1.24 ($0.93) - 🟒 $725.6M ($667.06M) πŸ“Š - 🟒 $690M (YoY+75%) - 🟒 $36M (YoY+8%) - πŸ”΄ 91.9% ( 92.6%) - 🟒 DAUq121.4M (YoY+19%) - 🟒 ARPU$5.98 (YoY+42%) - 🟒 EBITDA$327M (YoY+112%) - 🟒 $264M (YoY+196%) πŸ“Š - EPS$ ($0.5) - 🟒 $600M ($577.08M) πŸ“Š - EPS$ ($3.9) - $ ($2.98B) πŸ“ - [--] - 75%$690M - DAUq1214019% - DAUq28% - 2025$530MEBITDA $845M πŸ€΅β™‚CEO (Steve Huffman) RedditReddit πŸ” - : 28.93B - PER: [-----] - Forward PER: [-----] - PEG: 🎯 - (): πŸ“ˆ$152.99 (1.1%) - (): πŸ“ˆ$158.3 (4.13%) - : $252.39 ($325 $135) Moderate Buy - (AI): 🀩12.8% - (AI): $162.5"
X Link 2026-02-05T21:55Z 50K followers, 13K engagements

"πŸ’‘ Bloom Energy Corporation $BE Q4 [----] 2026-02-05 πŸ’° - 🟒 EPS$0.45 ($0.30) - 🟒 $777.68M ($645.32M) πŸ“Š - 🟒 $638.49M (YoY+35.4%) - πŸ”΄ Non-GAAP31.9% (YoY-7.4%pt) - 🟒 $418.1M (Q4 2025) - 🟒 $6B (YoY+2.5x) - 🟒 $20B - 🟒 16.9% (-1.7%) πŸ“Š - EPS$ ($) - $ ($) πŸ“Š - 🟒 EPS$1.41 ($1.12) - 🟒 $3.20B ($2.58B) πŸ“ - 2025$2.02B37.3% - 2.5$6B$20B - 24$418.1M - 800V DCAI - 2026$3.1B-$3.3BNon-GAAP EPS $1.33-$1.48 πŸ€΅β™‚CEO (KR Sridhar) Bring-your-own-powerAI πŸ€΅β™‚CFO (Maciej Kurzymski) 4Bloom πŸ” - : 34.85B - PER: [------] - Forward PER: - PEG: 🎯 - (): πŸ“‰$136.09 (-4.2%) - (): πŸ“ˆ$151.32 (10.95%) - : $125.17 ($207.0"
X Link 2026-02-05T23:24Z 50K followers, 15.7K engagements

"Claude Code x Claude Opus 4.6"
X Link 2026-02-06T11:43Z 49.9K followers, 61.6K engagements

"$660B $NVDA https://twitter.com/i/web/status/2020246673189138504 https://twitter.com/i/web/status/2020246673189138504"
X Link 2026-02-07T21:21Z 50K followers, 45.6K engagements

"πŸ’‘ Amkor Technology Inc. $AMKR Q4 [----] 2026-02-09 πŸ’° - 🟒 EPS$0.69 ($0.44) - 🟒 $1.89B ($1.84B) πŸ“Š - 🟒 Advanced$1.58B (YoY+16.4%) - 🟒 16.7% (15.1%) - 🟒 9.8% (8.3%) - 🟒 EBITDA$369M (YoY+22.2%) - πŸ”΄ $308M ($359M) - 🟒 Computing19% () πŸ“Š - πŸ”΄ EPS$0.23 ($0.24) - 🟒 $1.65B ($1.54B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - 2025$6.71B6%AdvancedComputing - 416.7%9.8%150bps - 2026$2.5B-$3.0BAdvanced packaging - 1%1$0.08352 - $1.99B πŸ€΅β™‚CEO (Kevin Engel) 2025AmkorAdvanced packagingComputing2026Advanced packaging πŸ” - : 12.2B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“ˆ$52.69 (7.96%) - (): πŸ“ˆ$53.49 (1.65%) - :"
X Link 2026-02-09T22:32Z 50K followers, [----] engagements

"$CRDO +14.09%πŸ‘"
X Link 2026-02-09T23:25Z 50K followers, [----] engagements

"πŸ’‘ Astera Labs Inc. $ALAB Q4 [----] 2026-02-10 πŸ’° - 🟒 EPS$0.58 ($0.51) - 🟒 $270.58M ($249.55M) πŸ“Š - 🟒 Non-GAAP75.7% (74.1%) - 🟒 Non-GAAP40.2% (34.3%) - 🟒 +91.8% YoY - 🟒 +17% QoQ - 🟒 $852.5M (+115%) πŸ“Š - 🟒 EPS$0.54 ($0.52) - 🟒 $291.5M ($260.13M) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - Scorpio X-Series2030200 - AIGuy Azrad - NVLink FusionAI - Leo CXL Smart Memory ControllersMicrosoft Azure M-seriesCXLCXL - CFOMike TateCEODesmond Lynch202632CFO πŸ€΅β™‚CEO (Jitendra Mohan) Astera LabsQ417%27060115%2025Intelligent Connectivity PlatformAstera LabsR&D πŸ” - : 31.7B - PER: [-----] - Forward PER: - PEG: 🎯 - ():"
X Link 2026-02-10T21:26Z 50K followers, 20.6K engagements

"πŸ’‘ Cloudflare Inc. $NET Q4 [----] 2026-02-10 πŸ’° - 🟒 EPS$0.28 ($0.27) - 🟒 $614.51M ($591.36M) πŸ“Š - 🟒 RPOYoY+48% - 🟒 Current RPOYoY+34% - 🟒 ACVYoY+50% (2021) - 🟒 $99.4M (16.2% of revenue) vs $47.8M (10.4%) - 🟒 Non-GAAP14.6% (Est. 14.2%) - πŸ”΄ Non-GAAP74.9% (Est. 75.0%) πŸ“Š - πŸ”΄ EPS$0.23 ($0.24) - 🟒 $620.5M ($614.19M) πŸ“Š - πŸ”΄ EPS$1.12 ($1.15) - 🟒 $2.79B ($2.74B) πŸ“ - ACV$42.5M - ACV50%2021 - AICloudflare - Workers - 108%$99.4M16.2% - $190.4M$127.3M49.6% πŸ€΅β™‚CEO (Matthew Prince) 2025Q4$42.5MACV50%2021AICloudflareCloudflareCloudflare Workers πŸ” - : 60.86B - PER: [------] - Forward PER: - PEG: 🎯"
X Link 2026-02-10T21:36Z 50K followers, 14.8K engagements

"πŸ’‘ Upstart Holdings Inc. $UPST Q4 [----] 2026-02-10 πŸ’° - πŸ”΄ EPS$0.17 ($0.46) - 🟒 $296.09M ($288.67M) πŸ“Š - 🟒 [------] (YoY+86%) - 🟒 19.4% (18.0%) - 🟒 $3.2B (YoY+52%) - 🟒 $265.22M (YoY+33%) - 🟒 $140.77M (YoY+15%) - πŸ”΄ 53% (61%) - 🟒 EBITDA$63.69M (YoY+64%) - 🟒 EBITDA22% (18%) - 🟒 -20% - 🟒 AutoHomeQ470%11 πŸ“Š - EPS$ ($) - $ ($) πŸ“Š - EPS$ ($) - $1.4B ($) πŸ“ - 202586%64%18% - AutoHome5Q4 - 20% - Q4AutoHome70%11202613 - 2025$42.6M$53.6M - 2026$1.4BEBITDA21% - 2025-202835%EBITDA25% - - Co-founderPaul Gu51CEO πŸ€΅β™‚CEO (Dave Girouard)"
X Link 2026-02-10T21:49Z 50K followers, [----] engagements

"πŸ’‘ Vertiv Holdings Co $VRT Q4 [----] 2026-02-11 πŸ’° - 🟒 EPS$1.36 ($1.30) - 🟒 $2.88B ($2.88B) πŸ“Š - 🟒 23.2% (YoY+170bps) - 🟒 $15.0B (YoY+109%) - 🟒 YoY+252% Book-to-Bill2.9 - 🟒 $1005M (YoY+136%) - 🟒 $910M (YoY+151%) - 🟒 [---] - 🟒 $2.6B πŸ“Š - 🟒 EPS$0.98 ($0.96) - 🟒 $2.60B ($2.56B) πŸ“Š - 🟒 EPS$6.02 ($5.33) - 🟒 $13.50B ($12.39B) πŸ“ - $15.0B109%Book-to-Bill2.9 - 23.2%170bps - FY2026$13.25B$13.75BEPS $5.97$6.07 - $910M151%0.5 - πŸ€΅β™‚CEO (Giordano Albertazzi) 4VertivVertiv2026 πŸ” - : 93.53B - PER: [-----] - Forward PER: -- - PEG: [----] 🎯 - (): πŸ“ˆ$199.62 (0%) - (): πŸ“ˆ$244.615 (22.54%) - : $209.09"
X Link 2026-02-11T21:19Z 50K followers, 11.2K engagements

"πŸ’‘ AppLovin Corporation $APP Q4 [----] 2026-02-11 πŸ’° - 🟒 EPS$3.24 ($2.94) - 🟒 $1.66B ($1.61B) πŸ“Š - 🟒 EBITDA$1.40B (Est. $1.30B) (YoY+82%) - 🟒 EBITDA84.4% - 🟒 $1.10B (YoY+84%) - 🟒 $1.31B ( $3.95B) - 🟒 $1.31B ( $3.97B) πŸ“Š - EPS$ ($) - 🟒 $1.76B ($1.70B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - Q1 2026$1.745B-$1.775B$1.70B - Q1 2026EBITDA$1.465B-$1.495B84% - 20256.4$2.58B - AIAxon 2.0ROAS - e πŸ€΅β™‚CEO (Adam Foroughi) πŸ” - : 159.83B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“‰$457.7 (-0.07%) - (): πŸ“‰$423.98 (-7.33%) - : $714 ($860 $458) Buy - (AI): 😊8.12% - (AI): $437.46 πŸ€– (AI)"
X Link 2026-02-11T21:22Z 50K followers, 20.4K engagements

"πŸ’‘ Fastly Inc. $FSLY Q4 [----] 2026-02-11 πŸ’° - 🟒 EPS$0.12 ($0.06) - 🟒 $172.61M ($161.36M) πŸ“Š - 🟒 Network Services$130.8M (YoY+19%) - 🟒 Security$35.4M (YoY+32%) - 🟒 Non-GAAP64.0% (+650bps) - 🟒 RPO$353.8M (YoY+55%) - 🟒 LTM110% (106%) - 🟒 [---] (YoY+32) - 🟒 $8.6M (-$7.9M) πŸ“Š - 🟒 EPS$0.09 ($0.01) - 🟒 $171M ($159.6M) πŸ“Š - 🟒 EPS$0.26 ($0.13) - 🟒 $710M ($667.8M) πŸ“ - $624.0M15% - Non-GAAP$21.2M-$2.8M - RPO$353.8M55% - $180M2026$149M - API SecurityAPI InventoryAPI - AI Assistant - DDoS ProtectionAdaptive Threat Engine - Gartner Peer Insights Customers' Choice for Cloud WAAP7 πŸ€΅β™‚CEO (Kip"
X Link 2026-02-11T21:25Z 50K followers, 21.1K engagements

"Python 243GPTπŸ‘€ New art project. Train and inference GPT in [---] lines of pure dependency-free Python. This is the full algorithmic content of what is needed. Everything else is just for efficiency. I cannot simplify this any further. https://t.co/HmiRrQugnP New art project. Train and inference GPT in [---] lines of pure dependency-free Python. This is the full algorithmic content of what is needed. Everything else is just for efficiency. I cannot simplify this any further. https://t.co/HmiRrQugnP"
X Link 2026-02-11T23:19Z 50K followers, 15.7K engagements

"πŸ“ˆMicron CFOHBM4 SemiAnalysis9.9% $MU Micron Technology $MU CFO Mark Murphy211Wolfe ResearchHBM4HBM4 MurphyHBM4Q120261-312Q24-61HBM411Gbps SemiAnalysisMicronNVIDIA RubinHBMNVIDIAMicronHBMNVIDIA $NVDA HBM4SK Hynix70:30MicronHBM4 MU9.9%Morgan StanleyJoseph Moore350450OverweightLynx Equity StrategiesKC RajkumarMicronHBM4 πŸ“ Murphy2026HBM2026MicronHBM TAM202535020281000CAGR40%SemiAnalysisMicronFQ2 [----] https://twitter.com/i/web/status/2021733550526173300 https://twitter.com/i/web/status/2021733550526173300"
X Link 2026-02-11T23:50Z 50K followers, 24.5K engagements

"OpenAI Codex-Spark1CerebrasCodex - Spark11000"
X Link 2026-02-12T19:56Z 50K followers, [----] engagements

"GPT-5.3-Codex-Spark Claude Code"
X Link 2026-02-13T11:58Z 50K followers, 11.8K engagements

"πŸ“’PalantirNVIDIA NVIDIA 400AI 202585Palantir TechnologiesPLTR SaaS40%60%94% 1048%93% P/S120P/E670AIPalantirNVIDIA 1999Amazon1000PERPalantir 12NVIDIANVIDIA400 SNSNVIDIAPalantirNVIDIA LLMPalantir 2025AI Gartner2025GenAI6440POCGenAI 88%70%LLMROI LLMLLM Palantir AIP LLM20%PalantirAIP87%2.1%B15%C14 AI [----] 7500Palantir 2025Q22030%7500$75 million per customer [----] [---] note"
X Link 2025-08-11T23:18Z 50K followers, 213.7K engagements

"820AIPalantir Technologies $PLTR NVIDIA $NVDA [----] [--] AI20254AmazonMicrosoftAlphabetMeta320364 Amazon: 100020% Microsoft: 80-90AI Alphabet: 75-85750 Meta: 66-72 20244AI Morgan Stanley20252026GDP0.5%Washington Post0.7%AI UAEAI 2025513AIHUMAINNVIDIA18000Blackwell GB300500100HUMAINAmazon Web Services50AI Zone UAEAIG4250NVIDIA1Stargate UAEOpenAIOracleCiscoNVIDIA TrumpAIAI AI [---------------] AI300020252027 AI 2025827NVIDIA2AIQ1 FY202644169%1000 Jensen Huang CEOBlackwell NVL72 AIAIAI AIinference110AIAI 819Citron ResearchPalantir Technologies $PLTR 9.35%PalantirPSR155OpenAIPSR 17"
X Link 2025-08-20T21:49Z 50K followers, 86.3K engagements

"πŸ’‘ NVIDIA Corporation $NVDA Q2 [----] 2025-08-27 πŸ’° - 🟒 EPS$1.04 ($1.01) - 🟒 $46.74B ($46.13B) πŸ“Š - $41.1B (Est. $41.25B) (YoY+56%) - 🟒 Blackwell QoQ+17% - 🟒 72.7% (Est. 72.1%) - 🟒 $4.3B (YoY+49%) - 🟒 $601M (YoY+32%) - πŸ”΄ $586M (Est. $592.7M) (YoY+69%) - 🟒 $30.17B (Est. $29.36B) (YoY+51%) - πŸ”΄ $13.45B ( $26.1B) πŸ“Š - EPS$ ($1.19) - 🟒 $54B ($52.76B) πŸ“Š - EPS$ ($4.37) - $ ($203.4B) πŸ“ - Blackwell Ultra - NVIDIA RTX PRO [----] Blackwell Server Edition GPUDisneyFoxconnHitachiHyundai Motor GroupLillySAPTSMC - [------] - OpenAIgpt-oss-120bNVIDIA Blackwell GB200 NVL72150 - GeForce RTX"
X Link 2025-08-27T20:59Z 50K followers, 93.2K engagements

"πŸ’‘ Figma Inc. $FIG Q2 [----] 2025-09-03 πŸ’° - πŸ”΄ EPS$0 ($0.08) - 🟒 $249.64M ($248.67M) πŸ“Š - 🟒 Net Dollar Retention Rate129% (ARR $10000) - 🟒 (Non-GAAP)5% (+2%) - 🟒 $62.5M (25%) - 🟒 $60.6M (24%) - 🟒 ARR $10k: 11906ARR $100k: [----] - 🟒 80%22/33 πŸ“Š - EPS$ ($0.04) - 🟒 $264M ($259.19M) πŸ“Š - EPS$ ($0.29) - 🟒 $1.02B ($1.01B) πŸ“ - 4Figma MakeAIFigma DrawFigma SitesFigma Buzz - Dev Mode MCPLLM - Config - ModyfiPayloadCMS - $1.6B πŸ€΅β™‚CEO (Dylan Field) Figma4Q2 πŸ€΅β™‚CFO (Praveer Melwani) AI129%Net Dollar Retention RateFigma πŸ” - : 32.12B - PER: - Forward PER: [------] - PEG: 🎯 - (): πŸ“ˆ$68.18 (3.98%) -"
X Link 2025-09-03T22:37Z 50K followers, 19.4K engagements

"πŸ’‘ Samsara Inc. $IOT Q2 [----] 2025-09-04 πŸ’° - 🟒 EPS$0.12 ($0.07) - 🟒 $391.48M ($372.22M) πŸ“Š - 🟒 ARR$1.64B (YoY+30%) - 🟒 ARR102771 (2120) (YoY+31%) - 🟒 ARR100ARR20% - 🟒 Non-GAAP15% (6%) - 🟒 $44.2M ($13.1M) (YoY+237%) - 🟒 Non-GAAP78% (77%) πŸ“Š - 🟒 EPS$0.12 ($0.1) - 🟒 $399M ($394.71M) πŸ“Š - 🟒 EPS$0.46 ($0.41) - 🟒 $1.58B ($1.55B) πŸ“ - AI - - - ARR16 - ARR35% πŸ€΅β™‚CEO (Sanjit Biswas) Samsara216ARR30%AI πŸ” - : 20.22B - PER: - Forward PER: [-----] - PEG: 🎯 - (): πŸ“ˆ$35.96 (1.25%) - (): πŸ“ˆ$38.89 (8.52%) - : $45.08 ($56 $40) Buy - (AI): 😊12.47% - (AI): $40.37 πŸ€– (AI) Samsara Inc.20262"
X Link 2025-09-04T21:22Z 49.9K followers, 17.5K engagements

"πŸ’‘MicrosoftAI $NBIS $MSFT AI Nebius Group N.V. (NASDAQ: NBIS)NebiusMicrosoftAI Nebius2025Microsoft NebiusCEOArkady Volozh NebiusAIAIAIAI2026 Nebius https://www.sec.gov/Archives/edgar/data/1513845/000110465925088312/tm2525580d1_6k.htm https://www.sec.gov/Archives/edgar/data/1513845/000110465925088312/tm2525580d1_6k.htm"
X Link 2025-09-08T21:19Z 50K followers, 129.4K engagements

"πŸ’‘ Rubrik Inc. $RBRK Q2 [----] 2025-09-09 πŸ’° - 🟒 EPS$-0.03 ($-0.34) - 🟒 $309.86M ($282.26M) πŸ“Š - 🟒 ARR$1.25B (YoY+36%) - 🟒 $297M (YoY+55%) - 🟒 Non-GAAP81.6% (77.0%) - 🟒 $57.5M (-$32M) - 🟒 $100KARR2505 (YoY+27%) - 🟒 ARR9.4% (-8.2%) πŸ“Š - 🟒 EPS$-0.17 ($-0.26) - 🟒 $320M ($302.11M) πŸ“Š - 🟒 EPS$-0.47 ($-0.97) - 🟒 $1.23B ($1.19B) πŸ“ - PredibaseAI - Agent Rewind - AI - Amazon RDS for PostgreSQLDynamoDB - Gartner Magic Quadrant6 - $64.7M-$27.1M πŸ€΅β™‚CEO (Bipul Sinha) PredibaseGenAIAI πŸ€΅β™‚CFO (Kiran Choudary) 2ARR36%19%2026 πŸ” - : 18.5B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“ˆ$98.32 (2.83%)"
X Link 2025-09-09T20:27Z 50K followers, 21.3K engagements

"πŸ“’Microsoft250AI2 Nebius10 $NBIS 202599AI Nebius Group25000(250)Microsoft17427035 +60%910 +49.42%$95.72 20AI10 NebiusSECMicrosoft70AINebius Microsoft MicrosoftNebius 2024MicrosoftAICoreWeave20257MicrosoftOpenAICoreWeave11935000MicrosoftOpenAI AIMicrosoft GPUNvidiaBlackwell GPU12AWSGoogleMetaMicrosoftOracleCoreWeave2025 MicrosoftGPU Nebius Nebius GoogleYandex2024710002520 CEOArkady VolozhYandex20 - 15% - 20% - 30% [--] Nebius Microsoft (note)"
X Link 2025-09-09T23:00Z 50K followers, 94K engagements

"πŸ“’GPUASIC3 NVIDIAIntel $NVDA $INTC 202599AI Infrastructure SummitNVIDIARubin CPX GPUNVIDIARubin CPXHBM4GDDR7HBM420.5TB/NVIDIAR200 GPU2TB/GPUNVLink10 NVIDIARubin CPX150NVIDIA150 [--------] NVIDIAIntel CorporationPCNVIDIAIntel50 IntelNVIDIARubin CPXIntel2AIASICJensen HuangCEOJensen 2ASICNVIDIAAI 90% AI MicrosoftGoogleMetaAIGPUB20013 GPU90% AI ChatGPTAI [--] 70-80%10% 20-30%90% GPU1F1 NVIDIA GoogleTPUTensor Processing Unit100AI Meta2026100MTIAMeta Training and Inference AcceleratorMark ZuckerbergMeta ConnectAI OpenAITitanSam AltmanMicrosoftBroadcom NVIDIA ASICApplication Specific Integrated Circuit"
X Link 2025-09-19T11:31Z 50K followers, 149.4K engagements

"OpenAINVIDIAOpenAINvidia100010AINvidia 1010NvidiaOpenAINvidiaGPUOpenAI NvidiaGPUDPUCUDAAI EnterpriseNIMOpenAI10"
X Link 2025-09-23T01:41Z 50K followers, 109.4K engagements

"11NVIDIA4306NVIDIA () $NVDA 11NVIDIA1505.74003001 $NVDA https://t.co/XAtFcUZX5f 11NVIDIA1505.74003001 $NVDA https://t.co/XAtFcUZX5f"
X Link 2025-10-08T22:32Z 50K followers, 1.5M engagements

"AegaeonOpenAIAINvidia AegaeonAIOpenAI Alibaba Cloud779AI73394%1192GPUAegaeon213 OpenAIChatGPT7GPT-5100GPU60-80%Aegaeon10-15% Alibaba Cloud10090OpenAI AegaeonAIAIGPU DeepSeekAIGPUGPUGPUAINVIDIA"
X Link 2025-10-19T21:13Z 50K followers, 266.5K engagements

"πŸ’‘ Confluent Inc. $CFLT Q3 [----] 2025-10-27 πŸ’° - 🟒 EPS$0.13 ($0.1) - 🟒 $298.54M ($292.89M) πŸ“Š - 🟒 Confluent Cloud$161M (YoY+24%) - 🟒 $286.3M (YoY+19%) - 🟒 Non-GAAP9.7% (6.3%) - 🟒 $100KARR1487 (YoY+10%) - 🟒 (RPO)YoY+43% - 🟒 $24.6M ($9.3M) πŸ“Š - 🟒 EPS$0.1 ($0.09) - πŸ”΄ $296M ($305.56M) πŸ“Š - 🟒 EPS$0.4 ($0.36) - πŸ”΄ $1.11B ($1.15B) πŸ“ - Confluent Cloud24% - (DSP)Flink - AI/ML - Non-GAAP9.7% - RPO43% πŸ€΅β™‚CEO (Jay Kreps) ConfluentConfluent Cloud24%43%DSPFlinkConfluentAI πŸ€΅β™‚CFO (Rohan Sivaram) [--] πŸ” - : 7.07B - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): πŸ“‰$22.11 (-3.24%) - (): πŸ“ˆ$23.97"
X Link 2025-10-27T20:48Z 49.9K followers, 13.5K engagements

"πŸ’‘ Teradyne Inc. $TER Q3 [----] 2025-10-28 πŸ’° - 🟒 EPS$0.85 ($0.79) - 🟒 $769M ($743.85M) πŸ“Š - 🟒 Semiconductor Test$606M (YoY+4%) - Product Test$88M - Robotics$75M - 🟒 GAAP$119.6M (GAAP EPS $0.75) πŸ“Š - 🟒 EPS$1.33 ($1.02) - 🟒 $960M ($816.64M) πŸ“Š - EPS$ ($4.58) - $ ($3.48B) πŸ“ - Q4 2025$920M-$1.0B+25%+27%Non-GAAP EPS$1.20-$1.46 - AI - Michelle Turner2025113CFO30L3Harris TechnologiesJohnson & JohnsonRaytheon - CFOSanjay Mehta2026Semiconductor Test - Evercore ISI$120$17545.83%Stifel$135AI πŸ€΅β™‚CEO (Greg Smith) Semiconductor TestAIQ425%27%AI πŸ” - : 23B - PER: [-----] - Forward PER: [-----] - PEG: 1.64"
X Link 2025-10-28T23:06Z 50K followers, 15.5K engagements

"πŸ’‘ Cloudflare Inc. $NET Q3 [----] 2025-10-30 πŸ’° - 🟒 EPS$0.27 ($0.23) - 🟒 $562.03M ($544.95M) πŸ“Š - 🟒 RPOYoY+43% - 🟒 Current RPOYoY+30% - 🟒 Non-GAAP$85.9M (Margin 15.3% YoY+35.3%) - πŸ”΄ Non-GAAP75.3% ( 78.8%) - 🟒 $75.0M (Margin 13% YoY+65.6%) - 🟒 $4.04B πŸ“Š - 🟒 EPS$0.27 ($0.26) - 🟒 $589M ($580.74M) πŸ“Š - 🟒 EPS$0.91 ($0.86) - 🟒 $2.14B ($2.12B) πŸ“ - 231% - RPO43%Current RPO30% - Non-GAAP15.3%14.8%50bps - 65.6%$75.0M - CJ DesaiPresident of Product & EngineeringCEO πŸ€΅β™‚CEO (Matthew Prince) 3231%10 πŸ” - : 78.26B - PER: - Forward PER: [------] - PEG: 🎯 - (): πŸ“‰$222.48 (-1.65%) - (): πŸ“ˆ$229.56"
X Link 2025-10-30T20:45Z 50K followers, 45.1K engagements

"πŸ’‘ Illumina Inc. $ILMN Q3 [----] 2025-10-30 πŸ’° - 🟒 EPS$1.34 ($1.17) - 🟒 $1.08B ($1.07B) πŸ“Š - 🟒 Non-GAAP24.5% (22.6%) - πŸ”΄ $253M ($284M) - πŸ”΄ Non-GAAP69.2% (70.5%) - 🟒 - 🟒 120$120M ($97.10/) πŸ“Š - 🟒 EPS$1.17 ($1.17) - 🟒 $1.09B ($1.09B) πŸ“Š - 🟒 EPS$4.70 ($4.50) - 🟒 $4.27B ($4.26B) πŸ“ - 5-base solution - Constellation mapped readGeneDx - BioInsight - TruSight Oncology Comprehensive - Alnylam PharmaceuticalsAlliance for Genomic Discovery - Illumina Protein Prep πŸ€΅β™‚CEO (Jacob Thaysen) IlluminaQ3 [----] πŸ” - : 15.26B - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): πŸ“ˆ$99.1 (5.11%) - ():"
X Link 2025-10-30T20:57Z 49.9K followers, [----] engagements

"10 $NVDA +1πŸ™ 37NH #"
X Link 2025-10-31T19:37Z 50K followers, 35.5K engagements

"πŸ’‘ Upstart Holdings Inc. $UPST Q3 [----] 2025-11-04 πŸ’° - 🟒 EPS$0.52 ($0.42) - πŸ”΄ $277.11M ($279.62M) πŸ“Š - 🟒 Adj. EBITDA$71.2M (Est. $56.3M) Margin: 26% (Est. 20.3%) - 🟒 $2.9B (YoY+80%) - 🟒 [------] (YoY+128%) - 🟒 20.6% (vs. 16.3% YoY) - πŸ”΄ Contribution Profit$147.4M (Est. $161.4M) (YoY+44%) - 🟒 GAAP$31.8M (vs. ($6.8M) YoY) - 🟒 $259M (YoY+54%) πŸ“Š - 🟒 EPS$0.52 ($0.52) - πŸ”΄ $288M ($303.65M) πŸ“Š - 🟒 EPS$1.65 ($1.65) - πŸ”΄ $1.04B ($1.06B) πŸ“ - Q3GAAP$31.8M6 - Adj. EBITDA26%1% - AI - 128%428056 - 20.6%16.3%4.3 πŸ€΅β™‚CEO (Dave Girouard) Q3AI80%71%AI πŸ” - : 5.09B - PER: - Forward PER: [-----] - PEG: 🎯"
X Link 2025-11-04T22:02Z 50K followers, 15.3K engagements

"πŸ’‘ Astera Labs Inc. $ALAB Q3 [----] 2025-11-04 πŸ’° - 🟒 EPS$0.49 ($0.39) - 🟒 $230.58M ($206.42M) πŸ“Š - 🟒 Non-GAAP41.7% (39.2%) - 🟒 Non-GAAP76.4% (76.0%) - 🟒 YoY+104% QoQ+20% - 🟒 GAAP$91.1M ($51.2M) - 🟒 Non-GAAP$88.2M ($78.0M) πŸ“Š - 🟒 EPS$0.51 ($0.42) - 🟒 $249M ($216.49M) πŸ“Š - EPS$ ($1.58) - $ ($775.99M) πŸ“ - aiXscale Photonics GmbH - [----] Open Compute Project Global SummitPCIeUALinkEthernetCXLOpenBMCAI - AMDAmphenolArmASPEEDCadenceEoptolinkIngrasysInsydeMolexQuantaSynopsysTE ConnectivityWistronWiwynn - Arm Total DesignArm Neoverse Compute SubsystemsSoC - Scorpio πŸ€΅β™‚CEO (Jitendra Mohan)"
X Link 2025-11-04T22:04Z 50K followers, 45.9K engagements

"πŸ’‘ AppLovin Corporation $APP Q3 [----] 2025-11-05 πŸ’° - 🟒 EPS$2.45 ($2.38) - 🟒 $1.41B ($1.34B) πŸ“Š - 🟒 EBITDA$1.16B (Est. $1.09B) (YoY+79%) - 🟒 EBITDA82% (+4.2) - 🟒 $836M (YoY+92%) - 🟒 $1.05B - 🟒 $1.05B πŸ“Š - EPS$ ($) - 🟒 $1.59B ($1.55B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - Q4EBITDA82-83% - 3$571M$439130 - $3.2B$3.3B - 68% - $1.05B πŸ€΅β™‚CEO (Adam Foroughi) πŸ” - : 205.89B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“ˆ$616.58 (1.04%) - (): πŸ“ˆ$658.58 (6.73%) - : $649.96 ($860.0 $360.0) Strong Buy - (AI): 😊18.52% - (AI): $660.74 πŸ€– (AI) 68%$1.41B$1.34BEPS$2.45$2.38EBITDA82%78%4AIAXON 2"
X Link 2025-11-05T22:21Z 49.9K followers, 17.9K engagements

"πŸ’‘ Snap Inc. $SNAP Q3 [----] 2025-11-05 πŸ’° - 🟒 EPS$-0.06 ($-0.12) - 🟒 $1.51B ($1.49B) πŸ“Š - 🟒 DAU477M (Est. 476.31M) (YoY+8%) - 🟒 MAU943M (YoY+7%) - 🟒 ARPU$3.16 (Est. $3.13) (YoY+2%) - 🟒 Direct ResponseYoY+8% - 🟒 PurchaseYoY+30% - 🟒 Snapchat+$190M (YoY+54%) - 🟒 $146M (YoY+26%) - 🟒 $93M (YoY+30%) πŸ“Š - EPS$ ($) - 🟒 $1.70B ($1.69B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - $500M12 - Perplexity AI2026SnapchatAIPerplexity1$400M+Snap - AR Lens1803.5AR - Gen AI Lens560 - Snap OS 2.02026Specs - Commerce Kit for SpectaclesSpecsLens - Lens+ Partner PayoutsGenAILens - The Keys: A Guide to Digital Safety πŸ€΅β™‚CEO"
X Link 2025-11-05T22:25Z 50K followers, [----] engagements

"πŸ’‘ Cameco Corp $CCJ Q3 [----] 2025-11-05 πŸ’° - πŸ”΄ EPS$0.07 ($0.20) - 🟒 $615M ($533M) πŸ“Š - πŸ”΄ -14.7% YoY - 🟒 $779M - 🟒 $1B ($1B) - 🟒 Westinghouse$171.5M () - 🟒 $0.24/ (2025) πŸ“Š - EPS$ ($) - $ ($) πŸ“Š - EPS$ ($) - $2.49B ($) πŸ“ - Brookfield$80BWestinghouse - Westinghouse$171.5M - 2025$0.24/ - 9$82.63/$83/2025 - $779M$1B πŸ€΅β™‚CEO (Timothy Gitzel) πŸ” - : 42.21B - PER: [------] - Forward PER: - PEG: 🎯 - (): πŸ“‰$95.46 (-0.5%) - (): πŸ“‰$95.2 (-0.04%) - : $109.09 ($147.72 $78.24) Strong Buy - (AI): πŸ˜₯-9.82% - (AI): $94.89 πŸ€– (AI) 15%$615MEPS$0.07$0.2014.7%"
X Link 2025-11-05T22:36Z 50K followers, 10.5K engagements

"πŸ’‘ Figma Inc. $FIG Q3 [----] 2025-11-05 πŸ’° - 🟒 EPS$0.10 ($0.05) - 🟒 $274.17M ($263.95M) πŸ“Š - 🟒 Non-GAAP$34.0M (Margin 12% vs Est. 6.5%) - 🟒 Net Dollar Retention Rate131% (QoQ+2%) - 🟒 ARR $100K1262 (QoQ+140) - 🟒 ARR $10K12910 (QoQ+1000) - 🟒 Figma Make30% ($100KARR) - 🟒 Annual Revenue Run Rate$1.0B - 🟒 Adjusted Free Cash Flow$49.0M (Margin 18%) πŸ“Š - EPS$ ($) - 🟒 $293M ($281.10M) πŸ“Š - EPS$ ($) - 🟒 $1.05B ($1.02B) πŸ“ - Annual Revenue Run Rate$1.0B - AIFigma Make$100KARR30% - Q350Copy DesignFigma MCP ServerMake KitsAI - OpenAIChatGPTFigma AppAI - AIWeavyFigma Weave - MetaLoredana"
X Link 2025-11-05T22:53Z 50K followers, 17.1K engagements

"πŸ’‘ Freshworks Inc. $FRSH Q3 [----] 2025-11-05 πŸ’° - 🟒 EPS$0.16 ($0.06) - 🟒 $215.12M ($208.84M) πŸ“Š - 🟒 Non-GAAP$45.2M (Margin 21.0% YoY+88.4%) - 🟒 Non-GAAP21.0% (+820bps) - 🟒 $5KARR24377 (YoY+9%) - πŸ”΄ Net Dollar Retention Rate105% (106% 107%) - 🟒 $63.5M (Margin 29.5% YoY+50.1%) - 🟒 $57.2M (Margin 26.6% YoY+42.6%) - 🟒 Freddy AIARRYoY+100% - 🟒 ESM (Enterprise Service Management) ARR$35M (YoY+100%) πŸ“Š - 🟒 EPS$0.11 ($0.03) - 🟒 $218.5M ($216.25M) πŸ“Š - 🟒 EPS$0.63 ($0.30) - 🟒 $834.6M ($825.65M) πŸ“ - Freddy AIARR2AI - Enterprise Service Management (ESM) for Business TeamsITSMARR$35M100% -"
X Link 2025-11-05T22:55Z 50K followers, [----] engagements

"πŸ’‘ Arm Holdings plc $ARM Q2 [----] 2025-11-05 πŸ’° - 🟒 EPS$0.39 ($0.33) - 🟒 $1.14B ($1.06B) πŸ“Š - 🟒 $620M (YoY+21%) - 🟒 $515M (YoY+56%) - 🟒 41.1% (Est. 36.1%) - 🟒 98.2% (Est. 97.9%) - 🟒 $648M (Est. $654.3M) πŸ“Š - 🟒 EPS$0.41 ($0.35) - 🟒 $1.23B ($1.11B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - [----] - Armv9Arm CSS1 - Arm - OpenAIOracleSoftBankStargate5000 - AI πŸ€΅β™‚CEO (Rene Haas) Arm20262310ArmArmAIAIStargate1OpenAIOracleSoftBank50001111 πŸ” - : 170.26B - PER: [------] - Forward PER: [-----] - PEG: [----] 🎯 - (): πŸ“ˆ$160.32 (1.07%) - (): πŸ“ˆ$165.53 (3.33%) - : $157.52 ($210 $80) Buy - (AI): 😊12.84% - (AI): $167.38"
X Link 2025-11-06T00:53Z 50K followers, 17.8K engagements

"πŸ’‘OpenAIGPT-5.1 800ChatGPT OpenAI1112GPT-5.1 InstantGPT-5.1 ThinkingChatGPT8ChatGPT GPT-5.1GPT-5IQEQ ChatGPT GPT-5.1 ChatGPTPlusPro OpenAI ChatGPTAI AIOpenAIAIAI AIChatGPTOpenAI"
X Link 2025-11-12T20:42Z 50K followers, 145.6K engagements

"πŸ’‘ WhiteFiber Inc. $WYFI Q3 [----] 2025-11-13 πŸ’° - πŸ”΄ EPS$-0.47 ($-0.10) - πŸ”΄ $20.18M ($22.02M) πŸ“Š - 🟒 $18.0M (YoY+48%) - $1.7M - 🟒 $12.7M (YoY+90%) - 🟒 Adjusted EBITDA$2.3M - πŸ”΄ $15.8M - 🟒 $166.5M πŸ“Š - EPS$ ($) - $ ($) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - 65%$20.2M - 48%$18.0M - 90%$12.7M - Adjusted EBITDA$2.3M - $166.5M - NeedhamBuy$34$45NC-1 - Roth CapitalBuy$28$42 πŸ€΅β™‚CEO (Sam Tabar) πŸ” - : 860.14M - PER: - Forward PER: - PEG: 🎯 - (): πŸ“‰$19.94 (-12.3%) - (): πŸ“‰$17.05 (-14.18%) - : $37.0 ($45.0 $25.0) Buy - (AI): 😫-35.8% - (AI): $15.87 πŸ€– (AI) WhiteFiberAIHPCGPU65%48%90%"
X Link 2025-11-13T22:57Z 50K followers, 14.8K engagements

"πŸ’‘ Okta Inc. $OKTA Q3 [----] 2025-12-02 πŸ’° - 🟒 EPS$0.82 ($0.76) - 🟒 $742M ($730.44M) πŸ“Š - 🟒 $724M (YoY+11%) - 🟒 RPO$4.29B (YoY+17%) - 🟒 cRPO$2.33B (YoY+13%) - 🟒 GAAP3% (+5%pt) - 🟒 Non-GAAP24% (+3%pt) - 🟒 $218M (29%) - 🟒 $211M (28%YoY+37%) πŸ“Š - 🟒 EPS$0.85 ($0.84) - 🟒 $749M ($737.9M) πŸ“Š - 🟒 EPS$3.44 ($3.37) - 🟒 $2.91B ($2.89B) πŸ“ - - Okta Identity Governance - AI AgentsAuth0AI - Q4 202631%29% - [----] Notes$510M - $2.46B πŸ€΅β™‚CEO (Todd McKinnon) Okta Identity GovernanceOktaAIAuth0 for AI AgentsAIOkta4 πŸ” - : 14.22B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“ˆ$81.96 (1.64%) - ():"
X Link 2025-12-02T21:32Z 50K followers, 13.6K engagements

"πŸ’‘ Snowflake Inc. $SNOW Q3 [----] 2025-12-03 πŸ’° - 🟒 EPS$0.35 ($0.31) - 🟒 $1.21B ($1.19B) πŸ“Š - 🟒 $1.16B (Est. $1.14B) (YoY+29%) - 🟒 Net Revenue Retention125% - 🟒 (RPO)$7.88B (YoY+37%) - 🟒 [------] (YoY+29%) - 🟒 Forbes Global [-------] (YoY+4%) - 🟒 (Non-GAAP)76% - 🟒 (Non-GAAP)11% - 🟒 Adjusted Free Cash Flow$136.4M (11% margin) πŸ“Š - EPS$ ($) - 🟒 $1.20B ($1.19B) πŸ“Š - EPS$ ($) - 🟒 $4.45B ($4.41B) πŸ“ - Snowflake IntelligenceSnowflake - AnthropicAgentic AI$200M - AI - Adjusted Free Cash Flow Margin25% - 76% πŸ€΅β™‚CEO (Sridhar Ramaswamy) Snowflake29%11.637%78.8SnowflakeAIAISnowflake"
X Link 2025-12-03T21:22Z 50K followers, 21.6K engagements

"πŸ’‘ UiPath Inc. $PATH Q3 [----] 2025-12-03 πŸ’° - 🟒 EPS$0.16 ($0.15) - 🟒 $411.11M ($391.98M) πŸ“Š - 🟒 ARR$1.782B (Est. $1.76B) (YoY+11%) - 🟒 Net New ARR$59M - 🟒 Dollar-Based Net Retention Rate107% - 🟒 Non-GAAP Gross Margin85% - 🟒 GAAP Operating Income$13M (GAAP) - 🟒 Non-GAAP Operating Income$88M - Non-GAAP Adjusted Free Cash Flow$28M πŸ“Š - EPS$ ($) - 🟒 $464.5M ($463.3M) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - GAAP - Microsoft Azure AI FoundryUiPath AgentAzure AI Foundry Agent - OpenAIChatGPT - Google Gemini ModelsUiPath Conversational Agent - NVIDIANVIDIA Nemotron ModelsNVIDIA NIMAI - SnowflakeSnowflake"
X Link 2025-12-03T21:28Z 50K followers, 28K engagements

"πŸ’‘Palantir $PLTR Chain Reaction NVIDIA $NVDA CenterPoint Energy $CNP AI Palantir Technologies $PLTR Chain Reaction AINVIDIA $NVDA CenterPoint Energy $CNP AIAIChain Reaction AI PalantirAIAIPNVIDIANemotronCUDA-XAICenterPoint Energy $CNP NVIDIA $NVDA AIPalantirTristan GruskaChain Reaction PalantirNVIDIAAI: Taiwan Semiconductor Manufacturing $TSM AI πŸ“ Chain Reaction 2035300%AIPalantir $PLTR NVIDIA $NVDA CenterPoint Energy $CNP AIAI https://twitter.com/i/web/status/1996556805623968106 https://twitter.com/i/web/status/1996556805623968106"
X Link 2025-12-04T12:26Z 50K followers, 48.3K engagements

"πŸ’‘ Rubrik Inc. $RBRK Q3 [----] 2025-12-04 πŸ’° - 🟒 EPS$0.10 ($-0.17) - 🟒 $350.17M ($320.51M) πŸ“Š - 🟒 Subscription ARR$1.35B (YoY+34%) - 🟒 Subscription Revenue$336.4M (YoY+52%) - 🟒 Non-GAAP82.8% (79.2%) - 🟒 Subscription ARR Contribution Margin10.3% (-3.3%) - 🟒 $76.9M (YoY+394%) - 🟒 $100K2638 (YoY+27%) - 🟒 $85.5M ($23.1M) πŸ“Š - 🟒 EPS$-0.11 ($-0.31) - 🟒 $342M ($325.12M) πŸ“Š - EPS$-0.18 ($) - $1.28B ($) πŸ“ - Subscription ARR$1.35B34% - Rubrik Agent CloudEnterprise AI - Rubrik Okta RecoveryOkta Identity Provider - CrowdStrikeRubrik Identity ResilienceCrowdStrike Falcon Next-Gen Identity"
X Link 2025-12-04T22:23Z 49.9K followers, 22.1K engagements

"πŸ’‘ Samsara Inc. $IOT Q3 [----] 2025-12-04 πŸ’° - 🟒 EPS$0.15 ($0.12) - 🟒 $416M ($399.3M) πŸ“Š - 🟒 ARR$1.745B (YoY+29%) - 🟒 $100KARR2990 (Q3219) - 🟒 $1MARR164 (Q317) - 🟒 $100KARR$1B (YoY+36%) - 🟒 Non-GAAP77.8% - 🟒 Non-GAAP19.2% - 🟒 $63.7M (YoY+77%) - 🟒 $55.8M (13.4%) - 🟒 GAAP$7.8M () πŸ“Š - 🟒 EPS$0.13 ($0.12) - 🟒 $422M ($419M) πŸ“Š - 🟒 EPS$0.51 ($0.47) - 🟒 $1.60B ($1.58B) πŸ“ - GAAPNon-GAAP19.2% - ARR$1.745B29% - $100KARR2192990 - $1MARR17164 - $100KARR$1B36% - $63.7M77% - 13.4% - AIConnected Operations Platform πŸ€΅β™‚CEO (Sanjit Biswas) SamsaraQ3ARR$1.75B$100KARR$1BARR36%AI πŸ” - : 22.38B -"
X Link 2025-12-04T22:29Z 49.9K followers, 12.6K engagements

"πŸ’‘ Adobe Inc. $ADBE Q4 FY2025 2025-12-10 πŸ’° - 🟒 EPS$5.50 ($5.39) - 🟒 $6.19B ($6.11B) πŸ“Š - 🟒 Digital Media$4.62B (YoY+11%) - 🟒 Digital Experience$1.52B (YoY+9%) - 🟒 Total Customer Group Subscription$5.96B (YoY+12%) - 🟒 Business Professionals & Consumers Subscription$1.72B (YoY+15%) - 🟒 Creative & Marketing Professionals Subscription$4.25B (YoY+11%) - 🟒 RPO$22.52B (Est. $22.28B) - 🟒 $3.16B (Q4) $10.03B (FY2025) - 🟒 Non-GAAP$2.82B (Q4) πŸ“Š - 🟒 EPS$5.88 ($5.66) - 🟒 $6.28B ($6.24B) πŸ“Š - EPS$23.40 ($) - 🟒 $26.00B ($25.90B) πŸ“ - FY2025$23.77B+11% - Total Adobe"
X Link 2025-12-10T21:28Z 50K followers, 11K engagements

"πŸ’‘ Taiwan Semiconductor Manufacturing Co. $TSM Q4 [----] 2026-01-15 πŸ’° - 🟒 EPS$3.14 ($2.98) - 🟒 $33.73B ($32.73B) πŸ“Š - 🟒 62.3% (Est. 60.5%) (YoY+6.2%) - 🟒 54.0% (Prior 49%-51%) (YoY+8.3%) - 🟒 $16.30B (Est. $15.2B) (YoY+35%) - 🟒 3nm28% (QoQ+3%) - 🟒 HPC/AI55% (QoQ+4%) - 🟒 3.96M (12) - 🟒 $7324 (QoQ+7%) - 🟒 ROE38.8% πŸ“Š - EPS$ ($) - 🟒 $35.2B ($33.2B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - 202630%AI - 53%56% - AICAGR40%50%(2024-2029) - 2026$52B-$56B$40.9B - N2Q4 [----] - N2P2026A16()2026 - Arizona - 20258%10% - 2028-2029 πŸ€΅β™‚CEO (C. C. Wei) AI$52B-$56BTSMC20282029 πŸ€΅β™‚CFO (Wendell Huang) πŸ” - : 1.72T -"
X Link 2026-01-15T10:35Z 50K followers, 25K engagements

"πŸ’‘ Intel Corporation $INTC Q4 [----] 2026-01-22 πŸ’° - 🟒 EPS$0.15 ($0.08) - 🟒 $13.67B ($13.39B) πŸ“Š - πŸ”΄ CCG (Client Computing Group) $8.2B (YoY-7%) - 🟒 DCAI (Data Center and AI) $4.7B (YoY+9%) - πŸ”΄ 37.9% (YoY-4.2ppts) - $52.9B (YoY) πŸ“Š - πŸ”΄ EPS$0.00 ($0.05) - πŸ”΄ $12.2B ($12.56B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - Intel 18A - Q1Q2 - x86AI - Q4 πŸ€΅β™‚CEO (Lip-Bu Tan) AICPUIntelIntel 18AAI πŸ€΅β™‚CFO (David Zinsner) Q4EPSQ1Q2AIx86 πŸ” - : 258.77B - PER: [------] - Forward PER: [-----] - PEG: [----] 🎯 - (): πŸ“ˆ$54.301 (0.14%) - (): πŸ“‰$52.71 (-3.03%) - : $42.46 ($65.0 $20.4) Hold - (AI): 😊8.2% - (AI): $53.12 πŸ€– (AI)"
X Link 2026-01-22T21:21Z 50K followers, 81K engagements

"πŸ’‘ Intuitive Surgical Inc. $ISRG Q4 [----] 2026-01-22 πŸ’° - 🟒 EPS$2.53 ($2.27) - 🟒 $2.87B ($2.76B) πŸ“Š - 🟒 da VinciYoY+17% - 🟒 IonYoY+44% - 🟒 da Vinci532 (da Vinci 5303493) - 🟒 da Vinci11106 (YoY+12%) - 🟒 Ion995 (YoY+24%) - 🟒 $1.66B (YoY+17%) - 🟒 $786M ($655M) - 🟒 Non-GAAP$1.07B ($0.93B) - 🟒 $9.03B ($0.60B) πŸ“Š - EPS$ ($) - $ ($) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - 2026da Vinci13-15%202518% - 2026Non-GAAP67-68%1.2% - 2026Non-GAAP11-15%202512% - da Vinci 5Q4303174 - [------] - Intuitive Foundation$70M$45M - GAAP$795M$686MNon-GAAP$914M$805M πŸ€΅β™‚CEO () πŸ” - : 185.65B - PER: [-----] - Forward PER: -"
X Link 2026-01-22T21:26Z 49.9K followers, 13.9K engagements

"MU 20261NISA Micron $MU AIHBMDRAM eMAXIS Slim 12010% ETF 57% 1006% - 10: [---] - 20: [---] - 30: [---] - 40: [----] [----] [--] S&P5008% [--] NISAiDeCo NISA3601800 MU $MU iDeCo [--] AI 4% 254% [--] - : [---] - : [---] [--] = [----] [----] NVIDIA [--]. [--]. NISAiDeCo [--]. [--]. 20261NISA Micron $MU AIHBMDRAM eMAXIS Slim 12010% ETF 57% 1006% - 10: [---] - 20: [---] - 30: [---] - 40: [----] [----] [--] S&P5008% [--] NISAiDeCo NISA3601800 $MU iDeCo [--] AI 4% 254% [--] - : [---] - : [---] [--] = [----] [----] NVIDIA [--]. [--]. NISAiDeCo [--]. [--]. 20261NISA Micron $MU http://x.com/i/article/2015923462452498432"
X Link 2026-01-26T23:26Z 49.9K followers, 95.4K engagements

"πŸ’‘Micron2402028 $MU Micron Technology $MU 2026127NAND10240310702028AINAND Gan Kim YongEDBJermaine LoyJTC CorporationJacqueline Poh CEO2 πŸ“HBM MicronHBM2027HBMNANDDRAM πŸ“ 1600HBM14003000AIMicronAI πŸ“ AINANDHBMMicronHBMAI2027NVIDIA $NVDA AMD $AMD AI GPU2402028 πŸ“’ #Micron bets big on #NAND $24B fab breaks ground in #Singapore to meet surging AI & data demand. Production set for 2H 2028rare move among top memory players.πŸ’‘More: https://t.co/q0txdRbGxc πŸ”— https://t.co/r9akZeqZva πŸ“’ #Micron bets big on #NAND $24B fab breaks ground in #Singapore to meet surging AI & data demand. Production set for"
X Link 2026-01-27T04:04Z 50K followers, 35.5K engagements

"πŸ’‘ ASML Holding NV $ASML Q4 [----] 2026-01-28 πŸ’° - πŸ”΄ EPS7.31 (7.55) - 🟒 9.70B (9.58B) πŸ“Š - 🟒 13.16B (Est. 6.85B) - 🟒 51-53% (2026) - 🟒 9.60B (2025) - 🟒 12B (202812) πŸ“Š - EPS$ (6.31) - $ (8.14B) πŸ“Š - EPS$ ($) - 36.50B ($) πŸ“ - 13.16B6.85B - 202532.7B9.6B - 202634-39B51-53% - 12B202812 - TSMC202637%$56BSamsung24%$40B - EUV2027YoY+20-25%ASPDUV+40-50% πŸ€΅β™‚CEO (Peter Wennink) πŸ” - : 542.97B - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): πŸ“ˆ$1455.42 (2.63%) - (): πŸ“ˆ$1478.5 (1.63%) - : $1367.35 ($1715.75 $928.52) Strong Buy - (AI): 😊12.8% - (AI): $1489.64 πŸ€– (AI) EPS13.16B2"
X Link 2026-01-28T08:37Z 50K followers, 17.9K engagements

"$STX +19.13πŸš€ πŸ’‘ Seagate Technology Holdings plc $STX Q2 [----] 2026-01-27 πŸ’° - 🟒 EPS$3.11 ($2.83) - 🟒 $2.83B ($2.75B) πŸ“Š - 🟒 Non-GAAP42.2% (+670bps) - 🟒 Non-GAAP31.9% (+880bps) - 🟒 https://t.co/vAzr8DDX9t πŸ’‘ Seagate Technology Holdings plc $STX Q2 [----] 2026-01-27 πŸ’° - 🟒 EPS$3.11 ($2.83) - 🟒 $2.83B ($2.75B) πŸ“Š - 🟒 Non-GAAP42.2% (+670bps) - 🟒 Non-GAAP31.9% (+880bps) - 🟒 https://t.co/vAzr8DDX9t"
X Link 2026-01-28T21:07Z 49.7K followers, 12.9K engagements

"πŸ’‘ Meta Platforms Inc. $META Q4 [----] 2026-01-28 πŸ’° - 🟒 EPS$8.88 ($8.22) - 🟒 $59.89B ($58.47B) πŸ“Š - 🟒 $58.14B (Est. $56.79B) (YoY+24%) - 🟒 Family of Apps$58.94B (Est. $57.47B) (YoY+25%) - 🟒 Family of Apps$30.77B (Est. $30.0B) (52%) - 🟒 DAP (Daily Active People)3.58B (YoY+7%) - 🟒 YoY+18% - πŸ”΄ Reality Labs$955M (Est. $962.7M) (YoY-12%) - πŸ”΄ Reality Labs$6.02B (Est. Loss $5.8B) πŸ“Š - EPS$ ($6.36) - 🟒 $55.0B ($51.41B) πŸ“Š - EPS$ ($29.62) - $ ($235.96B) πŸ“ - 2026$115B$135BMeta Superintelligence Labs - Q1 2026$53.5B$56.5B - $162B$169B - Less Personalized Ads - [--------] πŸ€΅β™‚CEO (Mark Zuckerberg)"
X Link 2026-01-28T21:17Z 50K followers, 22.1K engagements

"πŸ’‘ Lam Research Corporation $LRCX Q2 [----] 2026-01-28 πŸ’° - 🟒 EPS$1.27 ($1.17) - 🟒 $5.34B ($5.24B) πŸ“Š - πŸ”΄ Non-GAAP34.3% (35.0%) - πŸ”΄ Non-GAAP49.7% (50.6%) - πŸ”΄ $2.25B ($2.77B) - 35% () - 🟒 $1.99B ($1.78BYoY+11.9%) - πŸ”΄ $3.36B ($3.55B) πŸ“Š - πŸ”΄ EPS$1.35 ($1.41) - 🟒 $5.70B ($5.25B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - Q2 2026$5.34B2025 - Q3 2026$5.70B($300M)Non-GAAP EPS $1.35($0.10) - 11.9%$1.99B - AI3 - CEOTim Archer - 35%Taiwan 20%Korea 20%Japan 10%Southeast Asia 8%5%2% πŸ€΅β™‚CEO (Tim Archer) Lam20263AI πŸ” - : 299.51B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“‰$239.88 (-0.65%) - (): πŸ“ˆ$243.99 (1.76%)"
X Link 2026-01-28T21:23Z 49.9K followers, 11.4K engagements

"$SNDK +9.60%πŸš€ πŸ“’note20252026NAND2 SanDisk $SNDK 559%S&P [---] 285A 540%MSCI SanDisk πŸ“’note20252026NAND2 SanDisk $SNDK 559%S&P [---] 285A 540%MSCI SanDisk"
X Link 2026-01-28T22:49Z 49.7K followers, 21.8K engagements

"πŸ’‘ GE Vernova Inc. $GEV Q4 [----] 2026-01-28 πŸ’° - 🟒 EPS$13.39 ($3.18) - 🟒 $10.96B ($10.27B) πŸ“Š - 🟒 $22.2B (YoY+65% organic) - 🟒 $150B (+$15B) - πŸ”΄ EBITDA$1.16B (Est. $1.25B) 10.6% - 🟒 $1.8B (Q4)$3.7B (YoY+118%) - 🟒 Power$5.75B (YoY+6%) EBITDA16.9% - 🟒 Electrification$2.96B (YoY+36%) EBITDA17.1% - πŸ”΄ WindEBITDA$(225)M (9.5%) πŸ“Š - EPS$ ($2.15) - $ ($8.81B) πŸ“Š - EPS$ ($15.05) - 🟒 $44.5B ($43.75B) πŸ“ - Gas Power62GW83GW - Prolec GEJV50%$5.275B202622 - $10B$6B$0.50 - S&PFitchBBB-BBBBBBBBB+ - 2028$22B$24B πŸ€΅β™‚CEO (Scott Strazik) 2025PowerElectrificationWind$150B2026 πŸ€΅β™‚CFO (Ken Parks) 20256$9B"
X Link 2026-01-28T23:03Z 50K followers, 10.2K engagements

"$MSFT CFO Azure3373834 https://twitter.com/i/web/status/2016650023824740552 https://twitter.com/i/web/status/2016650023824740552"
X Link 2026-01-28T23:10Z 49.7K followers, [----] engagements

"Cloudflare AI Moltbot ClawdbotMoltworker $NET Moltworker is a middleware Worker and adapted scripts that allows running Moltbot (formerly Clawdbot) on Cloudflare's Sandbox SDK and our Developer Platform APIs. So you can self-host an AI personal assistant without any new hardware. https://t.co/BUlxsyu1fa Moltworker is a middleware Worker and adapted scripts that allows running Moltbot (formerly Clawdbot) on Cloudflare's Sandbox SDK and our Developer Platform APIs. So you can self-host an AI personal assistant without any new hardware. https://t.co/BUlxsyu1fa"
X Link 2026-01-29T19:41Z 49.3K followers, [----] engagements

"$GOOGL https://x.com/i/trending/2016963800545562849 https://x.com/i/trending/2016963800545562849"
X Link 2026-01-29T20:31Z 49.7K followers, [----] engagements

"πŸ’‘ Western Digital Corporation $WDC Q2 [----] 2026-01-29 πŸ’° - 🟒 EPS$2.13 ($1.94) - 🟒 $3.02B ($2.95B) πŸ“Š - 🟒 46.1% (+770bps) - 🟒 33.8% (+930bps) - 🟒 $653M ($599M) - 🟒 $745M (+52.4%) πŸ“Š - 🟒 EPS$2.30 ($1.94) - 🟒 $3.20B ($2.96B) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - Q340%47.5% - 100% - $0.1252026318 - AIHDD - πŸ€΅β™‚CEO (Irving Tan) Western DigitalAIHDD2100% πŸ€΅β™‚CFO (Kris Sennesael) 2026330GAAP47.5%GAAP EPS2.30 πŸ” - : 95.63B - PER: [-----] - Forward PER: - PEG: 🎯 - (): πŸ“‰$278.36 (-3.0%) - (): πŸ“ˆ$279.51 (0.37%) - : $229.38 ($300.0 $165.0) Strong Buy - (AI): 😊12.8% - (AI): $285.42 πŸ€– (AI)"
X Link 2026-01-29T21:28Z 49.9K followers, 16.3K engagements

"πŸ’‘ Apple Inc. $AAPL Q1 [----] 2026-01-29 πŸ’° - 🟒 EPS$2.84 ($2.68) - 🟒 $143.76B ($138.48B) πŸ“Š - 🟒 iPhone$85.27B (YoY+23.3%) - 🟒 Services$30.01B (Est. $30B) (YoY+13.9%) - 🟒 48.2% (46.9%) - 🟒 35.4% (34.5%) - 🟒 $53.93B ($29.94B) (YoY+80.2%) - 🟒 Greater China$25.53B (YoY+37.9%) - 🟒 [--] πŸ“Š - EPS$ ($) - $ ($) πŸ“Š - EPS$ ($) - $ ($) πŸ“ - iPhone - Services14% - [--] - $53.9B80% - $32B$0.26 πŸ€΅β™‚CEO (Tim Cook) Apple$143.8B16%iPhoneServices14%25 πŸ€΅β™‚CFO (Kevan Parekh) 12EPS19%EPS$54B$32B πŸ” - : 3.77T - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): πŸ“ˆ$258.45 (0.16%) - (): πŸ“ˆ$261.14 (1.13%) - :"
X Link 2026-01-29T21:50Z 49.9K followers, 22.5K engagements

"OpenAI Codex app πŸ‘€ Were excited to launch the Codex app a command center for building with agents. It gives you a focused space to manage multiple agents at once run work in parallel and collaborate with agents over long-running tasks. https://t.co/ldE9k0uL5z https://t.co/pH3K6d9D3q Were excited to launch the Codex app a command center for building with agents. It gives you a focused space to manage multiple agents at once run work in parallel and collaborate with agents over long-running tasks. https://t.co/ldE9k0uL5z https://t.co/pH3K6d9D3q"
X Link 2026-02-02T19:45Z 49.8K followers, 13.1K engagements

"Palantir $PLTR +5.23%"
X Link 2026-02-02T23:19Z 49.7K followers, [--] engagements

"SanDisk $SNDK +15.44% πŸ‘"
X Link 2026-02-02T23:21Z 49.7K followers, [--] engagements

".(**) #BABYMETAL #foofighters"
X Link 2017-08-22T00:41Z 50K followers, [----] engagements

"πŸ‡ #BABYMETAL"
X Link 2018-05-13T14:38Z 50K followers, [---] engagements

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