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@Finsee_main Avatar @Finsee_main Finsee

Finsee posts on X about momentum, investment, cash flow, balance sheet the most. They currently have XXXXX followers and 1100 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks finance cryptocurrencies countries technology brands automotive brands fashion brands currencies exchanges

Social topic influence momentum #854, investment #5199, cash flow #298, balance sheet #1367, acquisition, bears #1161, tariffs #3056, a very #1175, $6753t, surge #1019

Top assets mentioned Bitcoin (BTC) Medicalchain (MTN) Fastenal Company (FAST) SpeedCash (SCS) BlackRock Inc (BLK) BlackCoin (BLK) Basis Cash (BAC) Centrifuge (CFG) Johnson & Johnson (JNJ) Albertsons Companies, Inc. (ACI) Rigel Protocol (RGP) Arcblock (ABT) Cintas Corporation (CTAS) JPMorgan Chase (JPM) Synchrony Financial (SYF) RPM International, Inc. (RPM) Goldman Sachs (GS) GammaSwap (GS) Domino's Pizza Inc (DPZ) Lamb Weston Holdings Inc (LW) Woodward, Inc. (WWD) Unifi Protocol DAO (UNFI) McCormick & Company, Incorporated (MKC) Stanley Black & Decker, Inc. (SWK) Wells Fargo & Co (WFC) EPAM Systems, Inc. (EPAM) J M Smucker Co (SJM) American International Group Inc (AIG) SAFE DEAL (SFD) Booz Allen Hamilton Holding, Corp. (BAH) Bank of America (BAC) Sotera Health Company Common Stock (SHC) School Hack Coin (SHC) Applied Blockchain, Inc. Common Stock (APLD) Verisk Analytics, Inc. (VRSK) Autozone Inc (AZO) Reflexer Ungovernance Token (FLX) Avantor, Inc. (AVTR) Casey's General Stores, Inc. (CASY) Paychex, Inc. (PAYX) Paypex (PAYX) Hancock Whitney Corporation Common Stock (HWC) Amerco (UHAL) Bitcoin Depot Inc. Class A Common Stock (BTM) Bytom (BTM) Citigroup Inc (C) Tradeweb Markets Inc. Class A Common Stock (TW) Nordson, Corp. (NDSN) First Horizon, Corp. (FHN) Defi Technologies, Inc. (DEFT) Prologis Inc (PLD) Repligen, Corp. (RGEN) BitFuFu Inc. (FUFU) Cango Inc. American Depositary Shares (CANG)

Top Social Posts #

Top posts by engagements in the last XX hours

"$MTN added during the call: CEOs Candid Diagnosis of Underperformance CEO Rob Katz provided a detailed and frank assessment of the companys shortcomings moving beyond the high-level statements in the press release. Marketing Missteps: He stated that Vails marketing failed to evolve as consumer behavior shifted. Specifically he noted that the effectiveness of email has significantly declined but the company was too slow to pivot to new channels like social media digital platforms and influencers. Transactional vs. Emotional Connection: The companys messaging has been overly focused on"
X Link @Finsee_main 2025-09-30T06:41Z 2363 followers, XXX engagements

"$NOA earnings: NACG: Top-Line Growth Masked by Operational Headwinds and a Guidance Cut North American Construction Group (NACG) reported a challenging second quarter. While year-over-year revenue grew a strong XX% a series of operational setbacks in both Canada and Australia severely impacted profitability leading to a significant miss on key earnings metrics and a substantial cut to full-year EPS guidance. Key Points: For the Bulls: Demand for services remains robust driving double-digit revenue growth. The company secured a major $XXX billion contract extension in Queensland ensuring"
X Link @Finsee_main 2025-08-13T22:15Z 2346 followers, XXX engagements

"$WWD earnings: Woodward reported a strong Q3 beating expectations and raising full-year guidance for sales EPS and margins. However this was significantly overshadowed by a material cut to the full-year Free Cash Flow (FCF) guidance. The narrative from Q2 continues and has intensified: Aerospace is firing on all cylinders more than compensating for a still-weak but improving Industrial segment. Aerospace strength was driven by massive growth in Defense OEM (+56%) and surprisingly robust Commercial Aftermarket (+30%) defying last quarters expectations of a slowdown. The Industrial segment"
X Link @Finsee_main 2025-07-28T21:02Z 2361 followers, XXX engagements

"$FAST earnings: Fastenal: Strong Sales Continue but Margin Leverage and Digital Goals Soften Fastenal delivered another quarter of impressive top-line growth proving its ability to take market share in a sluggish industrial environment. Bulls will cheer the XXXX% sales growth expanding gross margins and a rebound in the critical fasteners category. However bears will point to a notable deceleration in incremental operating margin to just XX% a downward revision to the full-year digital sales goal and pricing that came in below prior commentary. The bull case still holds but the emerging"
X Link @Finsee_main 2025-10-13T13:35Z 2361 followers, XXX engagements

"$UNFI earnings: Navigated Cyber Attack Strong FY26 Guidance Overshadows Weak Q4 Finish UNFIs full-year results show significant operational progress with a dramatic turnaround in free cash flow and a stronger balance sheet. However the fourth quarter was materially impacted by the previously disclosed cybersecurity incident leading to an adjusted loss and a decline in EBITDA. The Bull Case: The strong guidance for fiscal 2026 is the main story. Management is forecasting a XX% increase in Adjusted EBITDA and a more than doubling of Adjusted EPS at the midpoint. This suggests the cyber incident"
X Link @Finsee_main 2025-09-30T11:14Z 2363 followers, 1272 engagements

"$MKC earnings: McCormick (MKC): Volume Story Intact but Margin Pressure Mounts Forcing Guidance Cut McCormick delivered its fifth consecutive quarter of volume-led growth a solid achievement in the current environment driven by strength in its Consumer segment. However this top-line momentum was overshadowed by significant margin pressure from rising commodity costs and new tariffs forcing management to lower its full-year profitability and EPS guidance. While the consumer demand story remains a clear positive for bulls the reversal in gross margin expansion and the downward revision to the"
X Link @Finsee_main 2025-10-07T11:21Z 2346 followers, 2080 engagements

"$SWK earnings: Stanley Black & Decker reported Q2 results that significantly beat the pessimistic minimally positive earnings guidance from Q1 posting a $XXXX Adjusted EPS. However this beat was largely driven by a one-time tax benefit from an audit settlement which masked underlying operational pressure. Revenue declined X% (-3% organic) in line with cautious expectations as continued strength in the professional DEWALT brand was offset by a slow outdoor buying season and tariff-related disruptions. The central story this quarter is the dramatic downward revision of the expected tariff"
X Link @Finsee_main 2025-07-29T11:25Z 2346 followers, XXX engagements

"$WFC earnings: Wells Fargo Delivers Strong Quarter and Raises the Bar on Future Returns Wells Fargo reported a solid Q3 beating last quarters results on both the top and bottom lines while making significant progress on key strategic initiatives. The bank is clearly shifting from remediation to offense underscored by a new ambitious medium-term ROTCE target of 17-18%. This directly addresses a key investor question from last quarter and signals strong confidence in future profitability. For the Bulls: The new higher return targets are a major catalyst. Management is not just talking about"
X Link @Finsee_main 2025-10-14T11:45Z 2361 followers, XXX engagements

"$EPAM earnings: Strong Beat and Raise Driven by Accelerating Organic Growth EPAM delivered a very strong quarter beating its own guidance on revenue and EPS driven by an impressive acceleration in organic growth. The company raised its full-year outlook across the board signaling a significant increase in confidence compared to the caution expressed just three months ago. For bulls the accelerating organic constant currency growth (from XXX% in Q1 to XXX% in Q2 with XXX% guided for Q3) and the raised guidance provide strong evidence that the flight to quality narrative is playing out and"
X Link @Finsee_main 2025-08-07T10:46Z 2361 followers, 2435 engagements

"$SCS added during the call: Guidance and Merger Discussion No Forward Guidance: As expected due to the pending acquisition by HNI management will not be providing forward-looking guidance. No Merger Questions: Management stated upfront they would not be taking any questions related to the pending merger with HNI referring investors to public filings. Demand and Orders Volume-Led Growth: The strong X% order growth in the Americas was driven primarily by higher volume with price increases only contributing a couple of percentage points. This indicates robust underlying demand for products."
X Link @Finsee_main 2025-09-29T19:41Z 2334 followers, XXX engagements

"$SJM earnings: Smucker Beats Q1 on Coffee Strength but Tariff Cloud Darkens Full-Year Profit Outlook J.M. Smucker reported a solid Q1 that beat internal expectations driven by impressive pricing power in its coffee segment. The company raised its full-year sales and free cash flow guidance. However the decision to maintain its EPS guidance is a significant red flag for investors. This implies a bleaker margin outlook for the remainder of the year which management directly attributed to a doubling of the expected negative impact from U.S. tariffs. For the Bulls: The key positive is the coffee"
X Link @Finsee_main 2025-08-27T11:22Z 2346 followers, XXX engagements

"$SCS earnings: Steelcase Beats on Top and Bottom Line as Corporate Demand Remains Robust; HNI Merger Now in Focus Steelcase reported a strong second quarter beating guidance on revenue gross margin and adjusted EPS. The results were driven by continued strength from large corporate customers in the Americas confirming the thesis that businesses are actively investing in their office spaces to support new ways of working. While known headwinds in the education sector and parts of Europe persist the core business momentum is impressive. However the quarters strong operational performance is now"
X Link @Finsee_main 2025-09-24T20:31Z 2346 followers, XXX engagements

"$AIG earnings: AIG reported excellent Q2 2025 results demonstrating strong operational execution and a significant rebound in profitability. Adjusted EPS of $XXXX beat consensus and represents a XX% YoY increase driven by a sharp reduction in catastrophe losses higher net investment income and disciplined capital management. The key highlight of the quarter was the impressive improvement in the General Insurance (GI) combined ratio to XXXX% from XXXX% in Q1. This was primarily due to catastrophe losses falling to a more normalized $XXX million compared to a very heavy $XXX million in Q1. This"
X Link @Finsee_main 2025-08-06T20:53Z 2361 followers, XXX engagements

"$SFD earnings: Smithfield Raises FY25 Outlook as Hog Production Improves Though Core Meat Profits Lag Smithfield reported a complex quarter. On the surface the company raised its full-year adjusted operating profit guidance driven entirely by a stronger outlook for its Hog Production segment. Adjusted EPS of $XXXX also beat the prior years $XXXX. However this positive headline masks significant underlying weakness in the core Packaged Meats and Fresh Pork segments both of which saw sharp year-over-year declines in GAAP operating profit indicating severe margin compression. Bull Case: Bulls"
X Link @Finsee_main 2025-08-12T10:58Z 2362 followers, XXX engagements

"$BAH earnings: Booz Allen Hamilton reported Q1 FY26 results that were in line with expectations demonstrating solid execution of its reset year strategy outlined last quarter. Revenue saw a slight decline of XXX% YoY driven by the anticipated low double-digit contraction in the Civil business (-13.2%) which was successfully offset by continued strength in Defense (+6.8%) and Intelligence (+5.9%). As guided the company completed a X% headcount reduction during the quarter. Despite the top-line pressure profitability improved with Adjusted EBITDA Margin expanding by XX bps to XXXX% and Adjusted"
X Link @Finsee_main 2025-07-25T11:26Z 2361 followers, XXX engagements

"$BLK added during the call: Financials & Guidance Recurring-Fee Margin Expansion: Management provided a crucial new metric. Excluding all performance fees and related compensation the adjusted operating margin was XXXX% in Q3 up XXX basis points year-over-year. This shows the underlying profitability of the core recurring business is improving directly countering the headline margin compression. Stronger Organic Fee Yield: The fee yield on new assets is now X to X times higher than it was in 2023 highlighting the successful shift toward higher-fee products like private markets active ETFs and"
X Link @Finsee_main 2025-10-14T12:41Z 2361 followers, XXX engagements

"$KARO earnings: Karooooo Accelerates Subscription Revenue Reaffirms Full-Year Outlook Karooooo reported a solid quarter with the key highlight being an acceleration in subscription revenue growth to 20%. The company reaffirmed its full-year guidance signaling confidence in its strategy. However the bull case is tempered by a noticeable slowdown in net subscriber additions and a sharp decline in free cash flow which are likely to be key points of focus for investors. For the Bulls: The acceleration in high-margin subscription revenue and SaaS ARR to XX% is a clear positive showing that"
X Link @Finsee_main 2025-10-14T20:34Z 2363 followers, XXX engagements

"$BAC earnings: Bank of America: Strong Beat Driven by NII and Capital Markets Rebound Credit Improves Bank of America reported a strong Q3 beating expectations on both the top and bottom lines. The results showcased broad-based strength with continued Net Interest Income (NII) momentum and a significant rebound in capital markets activity. Most notably credit quality metrics improved sequentially defying concerns about deterioration. The combination of record NII resurgent fee income and improving credit created powerful operating leverage driving the efficiency ratio down to 62%. For the"
X Link @Finsee_main 2025-10-15T11:07Z 2363 followers, XXX engagements

"$BLK earnings: BlackRock (BLK) Q3 2025: A Juggernaut in Motion But Integration Costs Weigh on Profitability BlackRocks quarter was a powerful demonstration of its strategic vision coming to life. Massive inflows and the successful integration of major acquisitions drove AUM to a staggering $XXXX trillion. However the costs associated with this transformation are evident with margins contracting and adjusted EPS growth nearly flat year-over-year providing talking points for both bulls and bears. For the Bulls: Asset Gathering Machine: Total net inflows of $205B were exceptional crushing Q2s"
X Link @Finsee_main 2025-10-14T10:15Z 2363 followers, XXX engagements

"$SHC earnings: Sotera Health: Sterigenics Roars Back Driving Confident Guidance Raise A very strong quarter for Sotera Health marked by a significant beat-and-raise. The bull case is now more compelling as the primary concern from Q1the pace of volume recovery at Sterigenicshas been decisively answered with double-digit growth. This combined with phenomenal margin expansion at Nelson Labs and a significant boost to full-year EPS and EBITDA guidance paints a picture of excellent operational execution. For bears the ongoing EO litigation remains a clear overhang with another $XX million"
X Link @Finsee_main 2025-08-08T11:40Z 2333 followers, XXX engagements

"$APLD earnings: APLD Secures Massive Financing & Fully Leases First AI Campus But Near-Term Profitability Suffers Applied Digitals quarter was defined by major strategic victories that significantly de-risk its long-term plan overshadowing weak near-term financials. The company fully leased its XXX MW Polaris Forge X campus to CoreWeave increasing the total contract value to an enormous $XX billion. More importantly it secured a massive $X billion preferred equity facility with Macquarie providing a clear funding path for its ambitions. The company has already broken ground on a second campus"
X Link @Finsee_main 2025-10-09T20:21Z 2332 followers, 1595 engagements

"$CFG earnings: CFG: Solid Execution Drives Strong Quarter Private Bank Shines Citizens delivered a strong quarter beating guidance on fee income while meeting expectations on all other key metrics. The results show solid execution with continued Net Interest Margin (NIM) expansion positive operating leverage and improving credit trends. The strategic buildout of the Private Bank is accelerating and already contributing meaningfully to the bottom line providing a clear growth engine. For the Bulls: The bull case is compelling this quarter. Management is delivering on its promises. NIM expanded"
X Link @Finsee_main 2025-10-15T12:06Z 2363 followers, XXX engagements

"$VRSK earnings: Verisk reported a strong Q2 beating expectations and raising its full-year 2025 revenue and Adjusted EBITDA guidance. The quarter was characterized by robust execution in the core subscription business an encouraging turnaround in the previously lagging transactional revenue and significant strategic moves to expand its ecosystem. The company announced a definitive agreement to acquire AccuLynx a leading SaaS platform for roofing contractors for $XXXX billion. It also closed the acquisition of SuranceBay for $XXX million to bolster its life and annuity offerings. These moves"
X Link @Finsee_main 2025-07-30T12:12Z 2351 followers, XXX engagements

"$JNJ earnings: J&J Raises Sales Outlook Reaffirms EPS Amid Higher Taxes; Announces Plan to Separate Orthopaedics Johnson & Johnson delivered another strong quarter beating expectations and raising its full-year sales guidance. The company is successfully navigating the significant and accelerating headwind from the STELARA loss of exclusivity driven by continued dominance in Oncology and robust performance in MedTech. The bull case is strengthened by impressive pipeline execution and the major strategic announcement to separate the slower-growing Orthopaedics business which will sharpen the"
X Link @Finsee_main 2025-10-14T10:36Z 2363 followers, XXX engagements

"$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the"
X Link @Finsee_main 2025-10-14T11:39Z 2358 followers, XXX engagements

"$RGP added during the call: Guidance and Outlook Q2 Segment Trends: Management expects the Europe & Asia Pacific segment to maintain its strength with the potential to perform even better than in Q1. The On-Demand and Consulting segments are expected to see trends more or less the same as Q1. The performance of the Consulting segment is highly dependent on the timing of conversions for late-stage deals. Q2 YoY Decline: The high end of the Q2 revenue guidance ($120 million) implies a XX% year-over-year decline on a same-day constant currency basis. New Risk Factor: The company explicitly"
X Link @Finsee_main 2025-10-08T21:56Z 2340 followers, XXX engagements

"$ABT earnings: Abbott: Medical Devices Continue to Carry the Load as Diagnostics Stabilizes Abbott delivered a solid third quarter meeting its earnings guidance and reaffirming its full-year outlook. The results reinforce the companys core narrative: the diversified model is working with exceptional strength in Medical Devices more than offsetting persistent known headwinds in the Diagnostics business. While the challenges in China are not yet resolved the powerful growth from products like Libre AVEIR and Navitor provides a strong foundation. For the Bulls: 🟢 Medical Devices continues its"
X Link @Finsee_main 2025-10-15T12:02Z 2363 followers, XXX engagements

"$RLX earnings: International Expansion Drives Solid Growth But Margins Show Signs of Peaking. RLX delivered another strong quarter with revenue and profit growth handily beating last years performance. The companys focus on international markets is clearly paying off fueling a XX% YoY revenue increase. This performance is particularly impressive given the challenging regulatory environment and product transitions mentioned last quarter. For the Bulls: The top-line momentum is undeniable. A XX% YoY and X% QoQ revenue increase demonstrates strong execution. Non-GAAP operating profit grew by a"
X Link @Finsee_main 2025-08-22T09:41Z 2361 followers, XXX engagements

"$CTAS added during the call: Performance by Business Segment Organic Growth Breakdown: Uniform Rental & Facility Services: +7.3% First Aid & Safety Services: +14.1% Fire Protection Services: +10.3% Uniform Direct Sale: -XXX% Drag from Uniform Direct Sale: The decline in the small lumpy Uniform Direct Sale business created a XX basis point headwind to the companys total growth rate. Excluding this total company organic growth would have been 9.0%. Margin Drivers by Segment: Uniform Rental: Gross margin increased by XX bps driven by strategic sourcing process improvements and leverage from"
X Link @Finsee_main 2025-09-24T16:15Z 2363 followers, XXX engagements

"$AZO earnings: AutoZone Delivers Strong Sales Growth but Profitability Hit by Surprise LIFO Charge AutoZone reported a solid top-line quarter with constant currency same-store sales growth of XXX% beating the prior years adjusted rate. However the bull case is clouded by a significant and unexpected LIFO charge that drove a sharp decline in gross margin and a XXX% drop in GAAP EPS. While management continues to execute its growth initiatives the investment period is proving more costly than anticipated raising questions about the path back to margin expansion and profit leverage. For the"
X Link @Finsee_main 2025-09-23T11:15Z 2363 followers, XXX engagements

"$TIGR earnings: UP Fintech (TIGR): Record Profits on Quality Growth and Cost Control UP Fintech delivered an exceptionally strong quarter with record revenue and a significant surge in profitability that far surpassed its top-line growth. The results highlight a successful strategic shift towards acquiring higher-value customers and impressive operating leverage. The bull case is significantly strengthened as the company proves it can scale profits efficiently. Key Points: For the Bulls: Profitability is scaling rapidly. GAAP Net Income surged to $41.4M from just $2.6M a year ago. The company"
X Link @Finsee_main 2025-08-27T10:42Z 2363 followers, 1999 engagements

"$JPM earnings: JPM Beats & Raises Amidst Growing Macro Caution A very strong quarter with beats across the board massive capital returns and improved guidance. Bulls will point to the record Markets revenue strong AWM inflows and a huge $8.0B buyback as proof of JPMs fortress franchise delivering in any environment. Bears will latch onto Jamie Dimons increasingly cautious commentary about geopolitical risks and a softening economy alongside slowing NII growth and rising expenses. For now the bull case is more compelling based on the stellar execution and capital return but the CEOs explicit"
X Link @Finsee_main 2025-10-14T11:15Z 2363 followers, XXX engagements

"$FLX earnings: FlashEx: Revenue Down Profits Squeezed by Costs But Sequential Orders Rebound BingEx (FlashEx) reported a challenging quarter with persistent competition driving a year-over-year revenue decline. While a sequential rebound in order volume offers a glimmer of hope it was overshadowed by a worrying sequential drop in gross margin and a surge in operating costs particularly G&A. The headline jump in net income attributable to shareholders is misleading resulting from an accounting change rather than improved business performance. For Bulls: The XX% sequential growth in orders"
X Link @Finsee_main 2025-08-19T10:56Z 2363 followers, XXX engagements

"$AVTR earnings: Avantor reported another challenging quarter headlined by the second consecutive reduction to full-year 2025 guidance across all key metrics (Organic Growth Adj. EBITDA Margin Adj. EPS FCF). The miss was driven by a significant deterioration in the outlook for what was previously the companys most resilient segment Bioscience Production. Q2 results were weak against both prior year figures and the specific guidance provided on the Q1 call. While organic revenue of flat was at the low end of the flat to modestly up guidance Adjusted EBITDA margin of XXXX% was a clear miss"
X Link @Finsee_main 2025-08-01T12:07Z 2346 followers, XXX engagements

"$CASY earnings: Caseys Delivers Strong Q1 Beat Driven by Fuel Strength and Inside Sales Rebound Caseys started FY26 on a high note posting a significant beat on both the top and bottom lines. The performance was driven by an impressive fuel segment which saw both same-store gallons and margins exceed the top end of annual guidance. Crucially inside same-store sales re-accelerated to a strong +4.3% alleviating concerns after a softer FY25. While total operating expense growth of +14.6% was high it landed exactly within the mid-teens range management had guided to effectively de-risking a key"
X Link @Finsee_main 2025-09-08T20:57Z 2346 followers, 1114 engagements

"$PAYX earnings: Paychex: Solid Execution & Raised EPS Guidance Overshadows PEO Weakness Paychex reported a strong start to its fiscal year delivering Q1 results that met or exceeded its own guidance. The integration of Paycor is progressing well driving robust double-digit revenue growth and allowing management to raise its full-year adjusted EPS outlook. For the Bulls: The key positive is the raised EPS guidance (from 8.5-10.5% to 9-11% growth) signaling high confidence in synergy realization and profitability. Total revenue of XX% was at the high end of their forecast and early signs"
X Link @Finsee_main 2025-09-30T12:50Z 2346 followers, XXX engagements

"$HWC earnings: Hancock Whitney delivered a strong quarter of profitability and capital returns though balance sheet trends showed some weakness. A strong beat on earnings was driven by excellent expense control and robust fee income leading to an improved efficiency ratio and a remarkable XXXX% return on assets. The bank continued its shareholder-friendly capital return policy. Bears will point to the slowing loan growth (down to X% annualized from X% last quarter) and the notable deposit outflow particularly in valuable non-interest-bearing accounts. Overall the bull case of a highly"
X Link @Finsee_main 2025-10-14T20:09Z 2363 followers, XXX engagements

"$SYF added during the call: Quantification of Credit Loosening: Management plans to unwind prior credit tightening actions to add back about XX% of the previously restricted sales. This provides a specific target for the initial phase of loosening credit. The remaining XX% will be evaluated in coming quarters. New Account Growth is Strong: While average active accounts are down year-over-year new account originations were up XX% both sequentially and year-over-year. This is a positive leading indicator that could reverse the negative trend in active accounts. Drivers of Consumer Spending: The"
X Link @Finsee_main 2025-10-15T13:59Z 2363 followers, XXX engagements

"$UHAL earnings: U-Haul reported a mixed Q1 with top-line growth offset by a severe decline in GAAP profitability driven by factors management had previously flagged but whose magnitude proved worse than anticipated. Consolidated revenue grew a solid XXX% YoY with strength across all key segments: Self-Moving (+4.3%) Self-Storage (+8.6%) and U-Box (Other revenue +15.6%). However net income plummeted XX% to $142.3M ($0.73/share vs. $XXXX YoY). The primary driver of the earnings miss was a dramatic deterioration in the used vehicle market. As warned last quarter gains on sale vanished; more"
X Link @Finsee_main 2025-08-06T21:06Z 2361 followers, XXX engagements

"$BTM earnings: Profitability Soars But Revenue Growth Cools as Guided Bitcoin Depot (BTM) reported a very strong quarter on the bottom line showcasing impressive operating leverage and cost control. While revenue growth decelerated as guided the massive expansion in profitability margins and cash flow is the main story. The results strengthen the bull case that BTM is a highly efficient cash-generating machine. For the Bulls: The story is all about profitability. Net income tripled and Adjusted EBITDA grew XX% year-over-year. Operating expenses declined X% and gross margins expanded by 360"
X Link @Finsee_main 2025-08-12T12:15Z 2346 followers, XXX engagements

"$C earnings: Citi Delivers Strong Underlying Quarter and Ramps Up Buybacks Though Banamex Charge Weighs on Headline Results Citigroup reported a solid quarter of underlying operational performance with strong revenue growth across all five business segments and significant progress on capital returns. Excluding a notable goodwill impairment charge related to the Banamex divestiture the results show continued momentum with an ex-item RoTCE of XXX% inching closer to the firms 2026 targets. Bulls will celebrate the massive $XXX billion in share buybacks which exceeded the companys own"
X Link @Finsee_main 2025-10-14T12:26Z 2361 followers, XXX engagements

"$ACI added during the call: A New Day Strategy & Portfolio Actions: CEO Susan Morris introduced a new internal rally cry A New Day at Albertsons signaling a more aggressive approach to portfolio management. This includes actively evaluating underperforming stores and non-core assets.added during the call: Year-to-date the company has announced the closure of XX stores and expects to open nine new stores by year-end. Management is also looking at flipping banners in markets where they have multiple brands to consolidate around the one that resonates most with customers (e.g. converting"
X Link @Finsee_main 2025-10-14T14:03Z 2358 followers, XXX engagements

"$TW earnings: Tradeweb reported a very strong Q2 beating expectations on the top and bottom lines with impressive broad-based growth. Revenue grew XXXX% YoY driven by standout performance in Money Markets (+131% on the back of the ICD acquisition) Equities (+50%) and continued strength in Rates (+26%). Adjusted EPS of $XXXX (+24% YoY) was also excellent. The key story is the successful execution of their strategy. The ICD acquisition is proving highly accretive and strategic initiatives discussed last quarter like launching portfolio trading for European government bonds have been delivered."
X Link @Finsee_main 2025-07-30T11:49Z 2343 followers, XXX engagements

"$MTN earnings: Vail Resorts Growth Stalls as Weak Pass Sales and Soft Guidance Overshadow Cost-Cutting Efforts Vail Resorts reported fiscal fourth-quarter and full-year 2025 results that met the midpoint of recently lowered guidance. However the focus immediately shifts to a challenging outlook. Season-to-date pass sales for the upcoming 2025/26 season are weak with units declining and sales dollar growth well below price increases. Furthermore the initial guidance for fiscal 2026 implies minimal core business growth raising concerns about the companys ability to drive its top line. For the"
X Link @Finsee_main 2025-09-29T20:15Z 2361 followers, 1344 engagements

"$NDSN earnings: Nordson (NDSN): ATS Strength & Atrion Performance Drive Solid Beat Nordson delivered a strong quarter beating revenue guidance and demonstrating excellent operational control. The Advanced Technology Solutions (ATS) segment was the standout performer with XX% organic growth confirming a robust electronics and semiconductor cycle. The Atrion acquisition continues to outperform bolstering the Medical segment. This strength combined with impressive cash flow and a new $500M buyback builds a compelling bull case. However bears will point to the continued weakness in the core"
X Link @Finsee_main 2025-08-20T21:18Z 2353 followers, XXX engagements

"$FHN earnings: Strong NII and Credit Quality Overshadow Expense Jump First Horizon delivered a strong third quarter beating expectations with impressive Net Interest Income (NII) growth and continued pristine credit quality. The XX basis point expansion in Net Interest Margin (NIM) was a standout positive driven by higher loan yields and well-managed funding costs. The company also significantly ramped up share buybacks signaling confidence and a commitment to capital return. What bulls will like: The core earnings power looks robust. Strong NII growth significant NIM expansion and a"
X Link @Finsee_main 2025-10-15T11:37Z 2363 followers, XXX engagements

"$DEFT earnings: DeFi Techs growth story accelerates but reporting quality takes a back seat Summary: DeFi Technologies reported a solid quarter of operational execution marked by a significant guidance raise strong AUM recovery and a surge in institutional ownership. These positive developments validate their strategy post-Nasdaq listing. However the bull case is tempered by a concerning shift in financial reporting. The company now emphasizes Adjusted non-IFRS figures that paint a picture of strong profitability while the underlying IFRS results show a net loss. The quarters revenue was also"
X Link @Finsee_main 2025-08-14T21:30Z 2333 followers, 2901 engagements

"$PLD earnings: Prologis Converts Leasing Pipeline into Record Signings Raises Guidance Again Prologis delivered a strong quarter confirming the water building behind the dam thesis from Q2 with record lease signings. The results were highlighted by another increase in full-year guidance for Core FFO Same-Store NOI and development activity. While rent growth decelerated it remains at very high levels and the company is making significant strides in its data center power strategy. The bull case is quite compelling this quarter underpinned by powerful execution and a very bullish forward-looking"
X Link @Finsee_main 2025-10-15T12:23Z 2363 followers, XXX engagements

"$RPM earnings: RPM Q1 FY26: Acquisitions Fuel Record Sales But Margin Headwinds Bite as Guided RPM reported record first-quarter sales that surpassed its guidance driven by a strong contribution from recent acquisitions and solid performance in its CPG and PCG segments. However as management previously warned profitability was squeezed by inflation planned growth investments and temporary inefficiencies leading to adjusted EBIT growth at the low end of guidance and margin compression. The company updated its full-year outlook raising the sales forecast to the high end of the previous range"
X Link @Finsee_main 2025-10-01T11:27Z 2361 followers, XXX engagements

"$RGEN earnings: Repligen reported a very strong Q2 beating expectations on revenue and delivering a significant guidance increase for the full year. The key highlight was an acceleration in order growth to over XX% YoY marking the eighth consecutive quarter where orders outpaced non-COVID revenue. This broad-based strength particularly the rebound in capital equipment alleviates prior concerns about demand softness. Management raised the midpoint of its full-year organic growth guidance effectively absorbing a newly quantified X% headwind from new modalities and a modest tariff impact"
X Link @Finsee_main 2025-07-29T11:46Z 2346 followers, XXX engagements

"$SYF earnings: Synchrony Financial: Credit Quality Shines and Capital Returns Accelerate Overshadowing Muted Growth Synchrony delivered a strong third quarter beating expectations on the back of excellent credit management. Lower net charge-offs and a reserve release significantly boosted earnings. The company is rewarding shareholders with a massive $XXX million in capital returns and a new $XXX billion buyback authorization. While the headline loan growth remains negative the return to positive purchase volume growth is an encouraging sign. The bear case centers on the continued pressure on"
X Link @Finsee_main 2025-10-15T10:43Z 2363 followers, XXX engagements

"$FUFU earnings: BitFuFu: Cloud Mining Strength & Bitcoin Rally Drive Impressive Profit Swing BitFuFu reported a very strong second quarter marking a significant turnaround from Q1s loss. The headline numbers are impressive driven by surging cloud mining demand and a substantial unrealized gain on their Bitcoin holdings. While the self-mining division continues to struggle under the weight of the 2024 halving event the companys strategic pivot to cloud services and operational execution are clearly paying off. For the Bulls: The growth story is compelling. Total managed hashrate grew an"
X Link @Finsee_main 2025-08-15T10:27Z 2363 followers, 1572 engagements

"$CANG earnings: Transformation Complete but Accounting Noise Masks Operational Progress Cangos Q2 results mark the completion of its pivot to a pure-play Bitcoin miner. The company successfully scaled its hash rate as promised and divested its legacy China assets simplifying the story and providing significant cash. Operationally the business showed impressive underlying profitability with a massive jump in Adjusted EBITDA. However the headline numbers are messy. A huge non-cash impairment charge on mining equipment and a one-off loss from the China divestiture led to a staggering GAAP net"
X Link @Finsee_main 2025-09-04T22:56Z 2353 followers, 1086 engagements

"$BBWI earnings: Solid Beat & Raise Driven by Strong Execution; New CEO Strategy Takes Shape Bath & Body Works delivered a strong second quarter with revenue and adjusted EPS hitting the high end of their guidance range. The performance was underpinned by a successful Semi-Annual Sale and continued underlying sales growth. More importantly the company raised the low end of its full-year EPS guidance and increased its share buyback plan signaling strong confidence despite absorbing significant tariff headwinds. For the Bulls: A clean beat and raise quarter. Management is executing well raising"
X Link @Finsee_main 2025-08-28T11:25Z 2354 followers, 2209 engagements

"$EDUC earnings: Summary: Survival Secured Turnaround Still a Show-Me Story Educational Development Corp. (EDC) has secured its immediate future with a definitive agreement to sell its Hilti Complex which will eliminate all bank debt. This is a critical de-risking event. However the core business continues to deteriorate at an alarming rate with a steep decline in sales and a collapse in the number of its sales consultants (Brand Partners). The Bull Case: The balance sheet is about to be completely reset. With no debt and cash from the sale the company has bought itself significant time and"
X Link @Finsee_main 2025-10-09T20:36Z 2361 followers, XXX engagements

"$GS earnings: Goldman Sachs (GS) Q3 2025 Earnings Note A powerful beat driven by a roaring Investment Banking comeback and steady AWM growth. Goldman Sachs reported a very strong third quarter comfortably exceeding the performance of the prior quarter and year. The results were headlined by a significant resurgence in Investment Banking particularly in Advisory confirming the M&A recovery is well underway. The Asset & Wealth Management engine continues to compound steadily posting record assets. While Equities trading showed some softness the overall picture is robust with the firm delivering"
X Link @Finsee_main 2025-10-14T11:36Z 2361 followers, XXX engagements

"$GNRC earnings: Generac reported a strong Q2 beating expectations on both revenue and profitability. The results were driven by broad-based strength across Residential and Commercial & Industrial (C&I) segments. Managements tone is confident highlighting effective execution in a dynamic environment. The key takeaway is the improved profitability outlook. Despite narrowing the full-year sales guidance range (2-5% from 0-7% midpoint unchanged) they raised the low end of their Adjusted EBITDA margin guidance to 18-19% (from 17-19%). This suggests that the major tariff concerns from Q1 are being"
X Link @Finsee_main 2025-07-30T11:15Z 2346 followers, XXX engagements

"$HRL earnings: Hormel Foods: Top-Line Strength Undermined by Severe Margin Pressure Hormel delivered strong sales growth that beat its own full-year targets but a severe spike in commodity costs crushed profitability leading to a significant cut in its full-year earnings guidance. This miss erodes the credibility of the strong second half narrative management presented just three months ago. The Bull Case: The companys portfolio is resonating with consumers. Strong organic sales growth (+6%) was driven by solid volume gains in Retail (+5%) and International (+8%) and organic volume growth in"
X Link @Finsee_main 2025-08-28T11:46Z 2346 followers, 1551 engagements

"$DPZ earnings: U.S. Acceleration Silences Doubters Non-Operational Item Mars Headline EPS Dominos delivered a powerful Q3 with U.S. same-store sales growth accelerating sharply to +5.2% crushing the prior quarters +3.4% and the full-year guide of 3%. This confirms that the Hungry for More strategy particularly new product innovation (stuffed crust) and aggressive value promotions is firing on all cylinders and driving significant market share gains. Operating income growth was also robust at +11.8% ex-FX showcasing strong execution. The bull case is compelling: the core U.S. business has"
X Link @Finsee_main 2025-10-14T10:42Z 2363 followers, XXX engagements

"$RMCF earnings: Rocky Mountain Chocolate Factory (RMCF): Transformation Hits Headwind as Gross Profit Vanishes Rocky Mountain Chocolate Factory reported a mixed Q2 with top-line growth overshadowed by a severe contraction in profitability. While the company continues to execute its strategic refresh with new store openings and system upgrades a surprising swing to a gross loss raises serious questions about underlying operational health and the effectiveness of its pricing strategy. For the Bulls: Revenue grew X% YoY driven by pricing actions and a better sales mix. The strategic pivot is"
X Link @Finsee_main 2025-10-13T20:09Z 2361 followers, XXX engagements

"$ZTO earnings: ZTO Cuts Guidance Amidst Fierce Competition Offers Dividend as Consolation ZTOs second-quarter results paint a challenging picture. While the company continues to execute well on cost control the white-hot price war is taking a heavy toll forcing a significant cut to full-year volume guidance and causing a severe contraction in profitability. The bear case is compelling as shrinking margins and a lowered growth outlook overshadow operational efficiencies. Bulls will cling to the newly announced dividend as a sign of capital discipline and the continued strength in the"
X Link @Finsee_main 2025-08-19T23:04Z 2334 followers, XXX engagements

"$DRI earnings: Darden Starts the Year Strong but Cautious Guidance Raises Questions Darden reported a robust start to its fiscal year with sales and earnings per share handily beating last years results. The companys core casual dining brands Olive Garden and LongHorn Steakhouse continue to demonstrate impressive strength and market share gains. However while raising the low end of its sales guidance management kept its full-year EPS forecast unchanged and noted higher expected inflation suggesting a cautious outlook for the remainder of the year. For the Bulls: Strong Sales Momentum: Total"
X Link @Finsee_main 2025-09-18T11:19Z 2363 followers, XXX engagements

"$BAC added during the call: Updated Guidance & Outlook Preliminary 2026 NII Growth: Management provided a first look at 2026 NII expecting full-year growth of X% to X% over 2025. This is driven by continued organic loan and deposit growth (tracking slightly above GDP) plus a significant tailwind from the repricing of fixed-rate assets. Asset Repricing Detail: In 2026 the bank expects $10B - $15B per quarter of mortgage-backed securities and mortgage loans to roll off. These will be replaced by new assets yielding 150-200 basis points higher. Q4 Expense Outlook: Expenses in Q4 are expected to"
X Link @Finsee_main 2025-10-15T14:03Z 2363 followers, XXX engagements

"$DECK earnings: Deckers reported a significant beat on all metrics for Q1 FY26 handily exceeding its cautious guidance. Revenue grew XX% to $965M (vs. $900M guided) and EPS came in at $XXXX (vs. $XXXX guided). Both HOKA (+20%) and UGG (+19%) delivered robust growth defying expectations for a much slower start to the year. The beat was driven by two key factors flagged last quarter: a massive acceleration in International sales (+50%) and a successful deliberate shift to the Wholesale channel (+27%). However the headline strength masks two new significant concerns. First Domestic sales"
X Link @Finsee_main 2025-07-24T20:27Z 2346 followers, 1444 engagements

"$VRA earnings: Vera Bradley: Turnaround Shows Early Fragile Signs as Revenue Plummets but Losses Narrow Vera Bradleys Q2 results present a mixed and challenging picture. While the new leadership is delivering on its promise of sequential improvement and cost disciplinesignificantly narrowing the operating loss from Q1the top line remains in a severe decline. The bull case points to stabilizing gross margins and a clear focused strategy of returning to the brands heritage roots. However the bear case is fueled by a startling collapse in the wholesale channel which was the lone bright spot last"
X Link @Finsee_main 2025-09-11T12:13Z 2363 followers, XXX engagements

"$STZ earnings: Consumer Weakness Hits Volumes But Constellation Holds Firm on Full-Year Outlook The second quarter was undeniably challenging for Constellation Brands with results clearly showing the impact of a weakening consumer. Beer volumes declined driven by significant slowdowns in core brands Modelo and Corona and margins contracted. The bull case now rests entirely on managements credibility as they strongly reaffirmed full-year guidance which implies a significant and rapid recovery in the second half of the year. For the Bulls: Guidance Reaffirmed: Despite the tough quarter"
X Link @Finsee_main 2025-10-06T20:23Z 2354 followers, 1103 engagements

"$GS added during the call: Strategy & Operations New AI-Driven Efficiency Program (One Goldman Sachs 3.0): The firm announced a new multi-year centralized operating model propelled by AI. The goal is to drive significant efficiencies and create capacity for future growth. The initial focus will be on reengineering processes like client onboarding lending and regulatory reporting. More details and metrics will be provided in January. AWM Acquisition - Industry Ventures: Goldman Sachs announced the acquisition of Industry Ventures a leading venture capital platform. This move is designed to"
X Link @Finsee_main 2025-10-14T15:03Z 2361 followers, XXX engagements

"$DQ earnings: Daqo New Energy (DQ): Costs Down Sales Halted Ahead of Potential Turnaround Daqo reported a tough quarter financially with a collapse in sales volume leading to dismal revenue and margins. However the underlying operational story is much more optimistic. The company demonstrated excellent cost control and its strategic decision to hold back inventory appears prescient given the sharp rebound in polysilicon prices in July reportedly spurred by Chinese government intervention to curb irrational competition. For Bulls: 🟢 The bull case is forward-looking and strengthening."
X Link @Finsee_main 2025-08-26T11:15Z 2343 followers, 1131 engagements

"$PNC earnings: PNC: Strong Quarter Cautious Outlook and a Big Acquisition PNC delivered a powerful third quarter beating guidance on nearly every key metric with record revenue exceptional fee income growth and pristine credit quality. The bank continues to execute flawlessly on expense control generating another quarter of positive operating leverage. Bulls will celebrate the strong PPNR growth and the significant beat on net charge-offs. However bears will immediately point to the weak Q4 guidance which signals a sharp deceleration in revenue and the newly announced $XXX billion acquisition"
X Link @Finsee_main 2025-10-15T11:28Z 2363 followers, XXX engagements

"$RPM added during the call: Quantified Organic Growth Drivers: Management revealed strong underlying unit volume growth in its core segments a key self-help measure in a challenging market. Construction Products Group (CPG) unit volume grew +4%. Performance Coatings Group (PCG) unit volume grew +8%. Specifics on SG&A Increases: Management broke down the key drivers of higher SG&A separating deliberate investments from unexpected costs. Growth Investments: A deliberate $XXXX million quarterly increase in spending to drive growth comprised of:$5.3 million for new hires in sales and sales"
X Link @Finsee_main 2025-10-01T15:48Z 2353 followers, XXX engagements

"$FWRD earnings: Disciplined Pricing Shines Amidst Freight Recession But Volumes Remain Weak Forward Air delivered a solid quarter by focusing on what it can control. The company successfully executed its pricing and cost-saving strategy in the Expedited Freight segment driving margins to a six-quarter high despite a significant drop in volumes. This performance coupled with sequential improvements in revenue and profitability builds a convincing bull case that management is effectively navigating the prolonged freight recession. However bears will rightly point to the weak freight demand a"
X Link @Finsee_main 2025-08-11T20:23Z 2343 followers, XXX engagements

"$LW added during the call: Quarterly Performance & Business Drivers Q1 Results Beat Internal Expectations: Management stated that the first quarter results exceeded our expectations driven by stronger-than-planned volume and faster realization of cost savings. Volume Strength Was Pulled Forward: A key reason for the strong Q1 volume in North America was that new customer business was onboarded earlier than originally planned. This suggests some of the anticipated Q2 volume growth was realized in Q1. Specific Restaurant Traffic Trends: While the presentation noted mixed traffic the call"
X Link @Finsee_main 2025-09-30T16:47Z 2354 followers, XXX engagements

"$MS earnings: Morgan Stanley Delivers a Blowout Quarter Firing on All Cylinders Morgan Stanley reported an outstanding third quarter with strong performance across all business segments demonstrating the power of its integrated firm strategy. A significant rebound in Investment Banking coupled with continued momentum in its massive Wealth Management franchise drove record revenues and a stellar XXXX% ROTCE. For the Bulls: This quarter is a textbook example of the bull case. The rebound in Institutional Securities was even stronger than hoped showing significant operating leverage. Wealth"
X Link @Finsee_main 2025-10-15T12:14Z 2363 followers, XXX engagements

"$ABT added during the call: Company-Wide & Financials 2026 Outlook: CEO Robert Ford expressed high confidence in achieving the 2026 consensus of high single-digit sales and double-digit EPS growth. He noted this is the same level of performance the company is delivering in 2025 despite unexpected tariff and larger-than-expected Diagnostics headwinds. New Product Contribution: Recently launched products contributed nearly $XXX million in sales in Q3 adding over XXX basis points to the companys organic growth rate. Gross Margin: The sequential dip in gross margin was expected and attributed to"
X Link @Finsee_main 2025-10-15T14:11Z 2363 followers, XXX engagements

"$KYMR earnings: Kymera Therapeutics: Strong Execution and New Partnership Extend Runway Sharpen Focus on STAT6 Kymera delivered a strong quarter of execution highlighted by positive Phase X data for its lead asset KT-621 (STAT6) that met or exceeded expectations. A new strategic partnership with Gilead and a recent equity raise have bolstered the balance sheet extending the cash runway into late 2028. This provides substantial funding through multiple key clinical readouts. The bull case is significantly strengthened by the clinical de-risking of STAT6 and external validation from the Gilead"
X Link @Finsee_main 2025-08-11T11:15Z 2345 followers, XXX engagements

"$LW earnings: Summary: Volume Holds Up Pricing Sacrificed to Maintain Momentum; FY26 Guidance Reaffirmed Lamb Weston delivered a solid start to the fiscal year meeting its own expectations and importantly reaffirming full-year guidance. This provides a welcome sign of stability after a volatile period. The core story remains a trade-off: the company is successfully growing volume (+6%) and winning customers but is sacrificing price/mix (-7%) to do so in a tough competitive environment. The Bull Case: The Focus to Win strategy is showing early results. Strong volume growth continued customer"
X Link @Finsee_main 2025-09-30T12:55Z 2347 followers, XXX engagements

"$DPZ added during the call: U.S. Performance & Macro Environment Q4 Started Weaker: Management explicitly stated they have observed a slowing and intensifying of the challenging macro environment across the entire restaurant industry at the start of the fourth quarter. This commentary is the primary reason they reiterated rather than raised their full-year X% U.S. comp guidance despite the strong Q3. Q3 SSS Breakdown: The +5.2% U.S. same-store sales growth was driven by positive transaction counts. Average ticket was aided by XXX% of pricing and a positive mix from the higher-priced stuffed"
X Link @Finsee_main 2025-10-14T14:00Z 2357 followers, XXX engagements

"$JNJ added during the call: Orthopaedics Separation (DePuy Synthes) Leadership: The planned standalone company DePuy Synthes will be led by industry veteran Namal Nawana. Financial Impact: Management provided specific directional guidance on the financial impact to the remaining J&J. Post-separation the MedTech segments top-line revenue growth and operating margin are both expected to improve by at least XX basis points. Future Strategy: The separation is not a precursor to other business splits. Management is pleased with the new more focused portfolio across Innovative Medicine (Oncology"
X Link @Finsee_main 2025-10-14T13:58Z 2363 followers, XXX engagements

"$CPRT earnings: Copart (CPRT): Strong Finish to FY25 with Impressive Margin Expansion Copart reported a very strong fourth quarter putting to rest some of the concerns from last quarters slowdown. The company demonstrated significant operating leverage with both gross and operating margins expanding nicely. Both quarterly and full-year results show robust double-digit growth in profitability reinforcing the long-term bull case. While some headwinds remain the core business appears to be firing on all cylinders. For the Bulls: Reaccelerating Growth: Revenue grew XXX% but more importantly gross"
X Link @Finsee_main 2025-09-04T21:01Z 2346 followers, 1833 engagements

"$UA earnings: Under Armour: A Q1 Beat Over-shadowed by a Bleak Q2 Outlook Under Armour delivered Q1 results that surpassed its own cautious guidance showing discipline in cost control and some success in expanding margins. However the top-line decline continues particularly in the critical footwear and North American segments. More importantly the outlook for Q2 points to an accelerating sales decline and a severe contraction in gross margin confirming that the path to a sustained turnaround remains fraught with significant headwinds. For the Bulls: The company beat its Q1 guidance on revenue"
X Link @Finsee_main 2025-08-08T11:49Z 2354 followers, XXX engagements

"$C added during the call: Interest Rate Sensitivity Improving: Management disclosed that its interest rate sensitivity is improving. For a XXX basis point parallel downward shift in rates the negative impact to NII from U.S. dollar exposures is now less than the previously disclosed $XXX million. The updated lower figure will be provided in the 10-Q. Details on Corporate Credit Exposure: In response to a question about loans to non-depository financial institutions (NDFIs) management provided significant color on the composition of this exposure. The exposure is predominantly"
X Link @Finsee_main 2025-10-14T17:07Z 2361 followers, XXX engagements

"$ASML earnings: ASML: In-Line Quarter Sets Stage for a Blowout Q4 ASML reported a solid Q3 that met expectations but the real story is the exceptionally strong guidance for Q4. The company has effectively back-end loaded the year with a guided +26% sequential revenue jump that reaffirms strong underlying demand for leading-edge equipment. Solid bookings driven by EUV provide further confidence. The bull case is compelling in the near term. The massive Q4 ramp demonstrates robust customer spending likely fueled by AI-driven capacity needs in Logic and Memory. This largely overshadows the"
X Link @Finsee_main 2025-10-15T09:03Z 2363 followers, XXX engagements

"$FAST added during the call: Macro Environment & Demand No Pent-Up Demand Foreseen: Management sees no indication of pent-up demand waiting to be unlocked. Customers have largely set their production plans for the remainder of 2025 and any potential macro tailwind is now seen as a 2026 event. Customer Outlook: While the current year is viewed as what it is customers (including those in Mexico) are expressing optimism for a pickup in activity in the Q1/Q2 2026 timeframe. Pricing & Gross Margin Pricing Delay Was Strategic: The decision to delay the Q3 pricing action by about XX days was"
X Link @Finsee_main 2025-10-13T15:53Z 2359 followers, XXX engagements

"$PAR earnings: PAR Technology (NYSE: PAR): Profitability Thesis Proven But Top-Line Momentum Wanes PAR delivered a very strong quarter on the bottom line with a significant $9.9M year-over-year improvement in Adjusted EBITDA marking its fourth consecutive quarter of profitability and proving the operating leverage in its model. However this was coupled with a noticeable deceleration in top-line growth. Organic ARR growth slowed to XX% (from XX% in Q1) and the sequential ARR add was less than half of what was seen last quarter raising questions about the full-year growth outlook. For the"
X Link @Finsee_main 2025-08-08T11:56Z 2361 followers, 2352 engagements

"$MNSO earnings and call: MINISO: Growth Accelerates and China Turns the Corner But Margins Feel the Pinch MINISO delivered a strong quarter beating its own revenue guidance and most importantly achieving positive same-store sales growth (SSSG) in Mainland China for the first time in several quarters. This turnaround combined with explosive XX% growth from the TOP TOY brand and continued overseas expansion paints a bullish picture. However bears will point to the continued year-over-year compression in adjusted margins (Operating Net and EBITDA) driven by investments in higher-cost"
X Link @Finsee_main 2025-08-21T10:17Z 2340 followers, XXX engagements

"$FDS earnings: FactSet Ends FY25 on a Strong Note Guides Cautiously for FY26 FactSet reported a solid end to its fiscal year with accelerating organic ASV growth and results that met or exceeded the high end of its guidance. However the initial guidance for fiscal 2026 suggests a deceleration in revenue growth and further contraction in adjusted operating margins pointing to continued investment pressure and a potentially more challenging environment ahead. Bull Case: Bulls will highlight the strong execution in Q4 with Organic ASV growth accelerating to XXX% YoY the highest level in recent"
X Link @Finsee_main 2025-09-18T11:26Z 2350 followers, 2174 engagements

"$NOAH earnings: Noah Holdings: Profitability Surges on Overseas Strength But AUM Decline Lingers Noah delivered a strong quarter with impressive bottom-line growth driven by a powerful performance in its overseas businesses and continued cost discipline. The turnaround in the overseas insurance segment was a standout success. However the bull case is tempered by a continued decline in total Assets Under Management (AUM) and persistent weakness in domestic segments. For the Bulls: Net income attributable to shareholders grew a massive XXXX% YoY. The overseas insurance business a prior weak"
X Link @Finsee_main 2025-08-27T23:26Z 2346 followers, XXX engagements

"$SAR earnings: NAV Grows and Credit Quality Improves but NII Remains Under Pressure Saratoga (SAR) reported a solid quarter for its balance sheet with Net Asset Value (NAV) per share increasing and a significant improvement in credit quality as a key non-accrual investment returned to performing status. However the income statement continues to feel the pressure from lower interest rates and repayments with Net Investment Income (NII) per share declining further and failing to cover the dividend for the second consecutive quarter. For the Bulls: The story is about balance sheet strength. NAV"
X Link @Finsee_main 2025-10-07T20:11Z 2352 followers, XXX engagements

"$CFG added during the call: Private Bank & Wealth Growth Trajectory & Outlook: The Private Bank now has approximately XXX employees up from a startup base of XXX in 2023. The original teams brought over are estimated to have recovered 50-60% of their pre-acquisition book of business. Management is aiming to double the number of Private Banking Offices (PBOs) by the end of 2026. The contribution from the Private Bank could potentially double in the next three years. Deposit Milestone: The Private Banks spot deposits reached $XXXX billion already surpassing the year-end 2025 target of $12"
X Link @Finsee_main 2025-10-15T14:15Z 2363 followers, XXX engagements

"$RGP earnings: RGP (RGP): Cost Discipline Shines Through Revenue Fog But Top-Line Turnaround Remains Elusive. RGP delivered mixed first-quarter results that highlight a clear divergence between strong operational execution and persistent top-line weakness. The company successfully managed costs beating guidance on gross margin and SG&A which led to a significant improvement in net loss year-over-year. However revenue continues to decline at a double-digit rate in its core US segments signaling that the difficult macro environment is still a major headwind. What Bulls Will Like: RGP is proving"
X Link @Finsee_main 2025-10-08T20:42Z 2363 followers, XXX engagements

"$GPN earnings: Global Payments reported a solid beat and raise quarter demonstrating strong execution on its standalone transformation plan while de-risking the upcoming Worldpay transaction. Results were modestly ahead of managements expectations driven by solid margin expansion and cost control. The key takeaway is the tangible progress and increased confidence. The company secured HSR antitrust clearance for the Worldpay acquisition and Issuer Solutions divestiture a critical milestone that keeps the H1 2026 closing on track. Management is signaling higher conviction in future performance"
X Link @Finsee_main 2025-08-06T11:49Z 2361 followers, XXX engagements

"$JPM added during the call: Credit Quality & Specific Exposures Specific Wholesale Charge-Offs: The elevation in wholesale charge-offs was directly attributed to apparent fraud. Management explicitly named Tricolor as the source of a $XXX million charge-off in the quarter. They also clarified that the firm has no exposure to First Brands. Increased NFI (Non-Bank Financial Institution) Risk Concern: While stating their own NFI lending is mostly highly secured management expressed a new level of caution about the broader sector. Jamie Dimon noted that when you see one cockroach youre probably"
X Link @Finsee_main 2025-10-14T13:55Z 2361 followers, XXX engagements

"$YMM earnings: Full Truck Alliance (YMM): Core Business Shines but Brokerage Pivot Clouds Near-Term Outlook Full Truck Alliance delivered a strong quarter beating revenue guidance and demonstrating impressive margin expansion and operational leverage. The core transaction business remains the key growth engine and key metrics like fulfilled orders and user growth continue to be robust. However the significantly weak Q3 guidance driven by a strategic overhaul of the low-margin freight brokerage business introduces considerable near-term uncertainty and will likely overshadow the otherwise"
X Link @Finsee_main 2025-08-21T10:45Z 2361 followers, XXX engagements

"$SYK earnings: Stryker delivered another excellent quarter beating expectations on the top and bottom lines and issuing a significant guidance raise for the full year. The results confirm that the high-growth broad-based momentum from Q1 is durable. Organic growth of XXXX% was strong across both MedSurg & Neurotechnology (+11.0%) and Orthopaedics (+9.0%). The key narrative this quarter is the de-risking of a major headwind. The anticipated negative impact from tariffs has been reduced from $200M to $175M. In response management confidently raised full-year organic sales guidance to 9.5%-10.0%"
X Link @Finsee_main 2025-07-31T20:20Z 2346 followers, XXX engagements

"$CTAS earnings: Cintas Starts FY26 Strong with a Solid Beat and Raise Cintas kicked off its fiscal year with a strong quarter exceeding expectations and raising its full-year guidance for both revenue and EPS. The results show continued execution with solid revenue growth and healthy margin expansion. Capital returns remain a clear priority evidenced by significant buybacks and a double-digit dividend increase. The bull case is compelling: a consistent beat and raise performer delivering on its promises. For bears the slight deceleration in organic growth and a notable year-over-year drop in"
X Link @Finsee_main 2025-09-24T13:04Z 2361 followers, XXX engagements

"$GIS earnings: An As Expected Quarter of Investment But Pet Segment Weakness Lingers General Mills delivered a first quarter that was largely in line with its pre-communicated investment year strategy. Organic sales and adjusted profits declined as the company invested heavily in price to regain volume share and reaffirming full-year guidance provides a crucial anchor of stability. For the Bulls: Management is executing the plan they laid out. Reaffirming guidance in this environment is a significant positive. Early signs suggest the investments in North America Retail are working with the"
X Link @Finsee_main 2025-09-17T11:17Z 2361 followers, XXX engagements

"$AS earnings: Amer Sports: Strong Beat & Raise Driven by Salomons Breakout Quarter Amer Sports delivered an impressive quarter handily beating guidance on all key metrics and significantly raising its full-year outlook. The results were driven by continued strength at Arcteryx and a remarkable acceleration in the Outdoor Performance segment confirming that Salomon is becoming a powerful second engine of growth. The company raised its full-year guidance despite incorporating higher U.S. tariff assumptions signaling strong confidence in its mitigation strategies and underlying business"
X Link @Finsee_main 2025-08-19T10:32Z 2346 followers, XXX engagements

"$CHA earnings: Rapid Store Growth Masks Deepening Same-Store Sales Decline Chagees Q2 results present a challenging picture. While the company continues its aggressive global store expansion and grows its member base the underlying health of its existing stores has worsened significantly. A massive one-time IPO-related expense for share-based compensation (SBC) has obliterated GAAP profits but even after adjusting for this core profitability is flat. The bull case rests entirely on the top-line growth from new stores but the bear case is far more compelling pointing to a severe and"
X Link @Finsee_main 2025-08-29T11:33Z 2347 followers, 2904 engagements

"$LEGN earnings: Legend Biotech Hits Adjusted Profitability Well Ahead of Schedule CARVYKTI Sales Surge XX% QoQ Legend Biotech reported a stellar second quarter marked by impressive CARVYKTI sales growth and most notably the early achievement of adjusted profitability. CARVYKTI sales of $XXX million grew XX% sequentially handily beating the modest growth expectations set on the last call. This performance coupled with disciplined spending led to a surprise adjusted net income of $XXXX million a significant milestone that strongly supports the companys path to full profitability in 2026. For"
X Link @Finsee_main 2025-08-11T11:46Z 2346 followers, XXX engagements