@MartyChargin Avatar @MartyChargin Marty Chargin

Marty Chargin posts on X about beats by, stocks, rose, share 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 63.07% finance 21.99% cryptocurrencies 10.58% technology brands 6.02% countries 2.28% exchanges #1917 social networks 0.83% travel destinations 0.83% currencies 0.62% automotive brands 0.62%

Social topic influence beats by #85, stocks #5162, rose 8.3%, share 5.19%, dec #485, $mu #71, q4 #146, $sndk #42, up to 2.9%, $bros 2.9%

Top accounts mentioned or mentioned by @malibuinvest @gmorton512 @andyfanter @venkatp1359 @ballerdk22 @sergiustrading @crismo999 @dullesparis @chung55 @pat1hash8368 @floridatrader2 @pisani777 @sp3cul8r @epictrades1 @baconbuttyman @smartertrader @runkmcc @vwap88 @dragon0730wood @cha12771

Top assets mentioned Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Dutch Bros, Inc. (BROS) Vertiv Holdings Co (VRT) TTM Technologies Inc (TTMI) Immunome, Inc. (IMNM) Bloom Energy Corporation (BE) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Medline Inc. (MDLN) Brinker International, Inc. (EAT) Ciena Corporation (CIEN) Fastly, Inc. (FSLY) Viavi Solutions Inc. Common Stock (VIAV) Karman Holdings Inc (KRMN) Sterling Infrastructure, Inc. Common Stock (STRL) Crocs, Inc. (CROX) Allegro Microsystems Inc (ALGM) Validity (VAL) AppLovin Corporation (APP) Howmet Aerospace Inc (HWM) aelf (ELF) Stacks (STX) PancakeSwap (CAKE) Amphenol Corporation (APH) Exxon Mobil (XOM) Tidewater, Inc. (TDW) Bristol-Myers Squibb Co (BMY) American Eagle Outfitters (AEO) Marriott International Inc (MAR) Ondas Holdings Inc. Common Stock (ONDS) Novo-Nordisk (NVO) Credo Technology Group Holding Ltd (CRDO) General Electric Company (GE) AngloGold Ashanti Limited (AU) CatCoin (CAT) Astera Labs, Inc. (ALAB) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Coldstack (CLS) Sanmina Corp (SANM) GE Vernova Inc. (GEV) AGIX (AGX)

Top Social Posts

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

"$BDX . Becton Dickinson beats by $0.10 beats on revs; provides FY26 guidance (210.02) Reports Q1 (Dec) earnings of $2.91 per share excluding non-recurring items $0.10 better than the FactSet Consensus of $2.81; revenues rose 1.6% year/year to $5.25 bln vs the $5.15 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $12.35-12.65 may not compare to $14.70 FactSet Consensus; EPS guidance may not compare to consensus because it reflects the "new BDX". Co reaffirms FY26 revenue growth oflow single-digit plus "We delivered stronger-than-expected first-quarter performance which reflects"
X Link 2026-02-09T11:35Z 49.8K followers, [----] engagements

"$MAR . Marriott misses by $0.02 reports revs in-line; guides Q1 EPS above consensus; guides FY26 EPS in-line (331.21) Reports Q4 (Dec) earnings of $2.58 per share excluding non-recurring items $0.02 worse than the FactSet Consensus of $2.60; revenues rose 4.1% year/year to $6.69 bln vs the $6.67 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $2.50-2.55 excluding non-recurring items vs. $2.48 FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $11.32-11.57 excluding non-recurring items vs. $11.37 FactSet Consensus."
X Link 2026-02-10T12:10Z 49.8K followers, [----] engagements

"$ONDS . Ondas Inc. will formally launch its new Ondas Defense and Security offering at the Singapore Airshow [----] (11.27) Company to unveil its rebranding and offering for Defense and Security markets its [----] roadmap and offering for an autonomous system of combat-proven systems unified under one operational domain. At the Airshow Ondas will present its concept and multi layered solution addressing one of the most complicated challenges of modern defense: protecting critical assets from threats operating at the low-altitude and ground domains."
X Link 2026-01-30T14:00Z 49.8K followers, [----] engagements

"TOP PERFORMING INDUSTRY GROUPS [----] The computer data storage semiconductor equipment and mining metals industry groups are the top performing groups year to date"
X Link 2026-01-31T11:38Z 49.8K followers, [----] engagements

"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 66% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 152% in 2026"
X Link 2026-02-07T13:36Z 49.8K followers, [----] engagements

"#2 TELECOM FIBER OPTICS The telecom fiber optics industry group is the second best performing group in [----]. This group has advanced 34% year to date. Lumentum Holdings (LITE) and Viavi Solutions (VIAV) are the top performing stocks in this industry group and have advanced 50% and 48% respectively in [----]. https://twitter.com/i/web/status/2020129587829899408 https://twitter.com/i/web/status/2020129587829899408"
X Link 2026-02-07T13:36Z 49.8K followers, [----] engagements

"$MOD $VIAV . These are two stocks that gapped up recently. following their earnings reports. I am doing a video of stocks gapping up after earnings. these two will be included"
X Link 2026-02-08T14:52Z 49.8K followers, [----] engagements

"$TTMI $COHR . These two stocks had vicious shakeouts following their earnings reports. I am sure they took out a ton of stops along the way. and then. they resumed higher. shakeouts and fakekouts"
X Link 2026-02-08T14:55Z 49.8K followers, [----] engagements

"$MNDY . A "Blue Monday . beats by $0.12 beats on revs; guides Q1 revs below consensus; guides FY26 revs below consensus (98.00) Reports Q4 (Dec) earnings of $1.04 per share excluding non-recurring items $0.12 better than the FactSet Consensus of $0.92; revenues rose 24.6% year/year to $333.88 mln vs the $329.67 mln FactSet Consensus. Net dollar retention rate for customers with more than $100000 in ARR was 116%. Customers with more than $100000 in ARR now represent 28% of ARR up from 24% as of December [--] [----]. Customers with more than $500000 in ARR now represent 6% of ARR up from 4% as of"
X Link 2026-02-09T12:06Z 49.8K followers, [----] engagements

"@chung55 $MNDY . ๐Ÿคฃ๐Ÿ˜‚๐Ÿ˜‚๐Ÿคฃ๐Ÿ“‰. Or maybe. a Stormy Monday. Ouch. that was gotta hurt๐Ÿ’ฏ.and certainly gonna leave a mark"
X Link 2026-02-09T20:10Z 49.8K followers, [---] engagements

"$UPWK . tough work. Upwork beats by $0.05 reports revs in-line; guides Q1 EPS below consensus revs below consensus; guides FY26 EPS in-line revs in-line (18.79 -0.14) Reports Q4 (Dec) earnings of $0.36 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $0.31; revenues rose 3.6% year/year to $198.41 mln vs the $197.52 mln FactSet Consensus. Co issues downside guidance for Q1 sees EPS of $0.26-0.28 excluding non-recurring items vs. $0.34 FactSet Consensus; sees Q1 revs of $192-197 mln vs. $200.61 mln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS"
X Link 2026-02-09T21:09Z 49.8K followers, [----] engagements

"$ICHR . ICHOR Corporation beats by $0.07 beats on revs; guides Q1 EPS above consensus revs above consensus (34.11 +1.96) Reports Q4 (Dec) earnings of $0.01 per share excluding non-recurring items $0.07 better than the FactSet Consensus of ($0.06); revenues fell 4.2% year/year to $223.61 mln vs the $220.84 mln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $0.08-0.16 excluding non-recurring items vs. $0.06 FactSet Consensus; sees Q1 revs of $240-260 mln vs. $235.59 mln FactSet Consensus. "Early indications of customer demand entering the year provide us with a first-quarter"
X Link 2026-02-09T21:14Z 49.8K followers, [----] engagements

"$DGX . Quest Diagnostics beats by $0.05 beats on revs; guides FY26 EPS above consensus revs above consensus. Reports Q4 (Dec) earnings of $2.42 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.37; revenues rose 7.1% year/year to $2.81 bln vs the $2.76 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $10.50-10.70 excluding non-recurring items vs. $10.40 FactSet Consensus; sees FY26 revs of $11.70-11.82 bln vs. $11.4 bln FactSet Consensus. https://twitter.com/i/web/status/2021190116245659824"
X Link 2026-02-10T11:50Z 49.8K followers, [----] engagements

"$FRSH . Freshworks beats by $0.03 beats on revs; guides Q1 EPS below consensus revs above consensus; guides FY26 EPS below consensus revs above consensus (8.73 +0.10) Reports Q4 (Dec) earnings of $0.14 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.11; revenues rose 14.5% year/year to $222.74 mln vs the $218.76 mln FactSet Consensus. Co issues mixed guidance for Q1 sees EPS of $0.10-$0.12 excluding non-recurring items vs. $0.14 FactSet Consensus; sees Q1 revs of $222-$225 mln vs. $220.89 mln FactSet Consensus. Co issues mixed guidance for FY26 sees EPS"
X Link 2026-02-10T21:23Z 49.8K followers, [----] engagements

"$SHOP . Shopify reports beats on revs; authorizes new share buyback program up to $2 bln (127.24 +8.84) Reports Q4 (Dec) revenues rose 30.6% year/year to $3.67 bln vs the $3.59 bln FactSet Consensus. For the first quarter of [----] we expect: Revenue to grow at a low-thirties percentage rate on a year-over-year basis similar to Q4 2025; Gross profit dollars to grow at a high-twenties percentage rate on a year-over-year basis; Operating expenses as a percentage of revenue to be 37% to 38%; Stock-based compensation to be $140 million; and Free cash flow margin to be in the low-to-mid teens"
X Link 2026-02-11T12:15Z 49.8K followers, [----] engagements

"$MTRN .Materion beats by $0.02 beats on revs; guides FY26 EPS in-line (157.11) Reports Q4 (Dec) earnings of $1.53 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $1.51; revenues rose 12.1% year/year to $489.7 mln vs the $448.78 mln FactSet Consensus. With mid-single digit top line growth and continued margin expansion we are guiding to the range of $6.00 to $6.50 for full year [----] adjusted earnings per share an increase of 15% from prior year at the midpoint. We remain focused on driving towards our mid-term adjusted EBITDA margin target of 23%. Co issues"
X Link 2026-02-12T12:55Z 49.8K followers, [----] engagements

"#2 TELECOM FIBER OPTICS The telecom fiber optics industry group is the second best performing group in [----]. This group has advanced 41% year to date. Lumentum Holdings (LITE) is the top performing stock in this industry group and have advanced 53% in 2026"
X Link 2026-02-14T12:13Z 49.8K followers, [----] engagements

"#3 SEMICONDUCTOR EQUIPMENT The semiconductor equipment industry group is the third best performing group in [----]. This group has advanced 36% year to date. Ultra Clean Holdings (UCTT) is the top performing stock in this industry group and it has advanced 119% in 2026"
X Link 2026-02-14T12:14Z 49.8K followers, [----] engagements

"$AA $KALU $CENX . Aluminum stocks doing well. The price of primary aluminum is approximately $1.39 per pound or $3147.85 per metric ton as of early January 2026"
X Link 2026-01-11T13:23Z 49.8K followers, [----] engagements

"$ALGM . Allegro MicroSystems (ALGM) reported fiscal Q3 non-GAAP earnings Thursday of $0.15 per diluted share up from $0.07 a year earlier. Analysts polled by FactSet expected $0.14. Net sales for the quarter ended Dec. [--] was $229.2 million up from $177.9 million a year earlier. Analysts expected revenue of $220.8 million. The company said it expects fiscal Q4 non-GAAP diluted EPS of between $0.14 and $0.18. Analysts surveyed by FactSet expect $0.17. Net sales for the current fiscal quarter are projected to be $230 million to $240 million the company said. Analysts expect $228.4 million."
X Link 2026-01-29T12:56Z 49.8K followers, [----] engagements

"$NVO . Novo Nordisk reports FY25 results (50.30) Reports FY25 EPS of DKK23.03 vs DKK22.63 LY; revs of DKK309.1 bln vs DKK290.4 bln LY [----] share repurchase programThe Board of Directors has approved a new share repurchase programme of up to DKK [--] billion to be executed during the coming [--] months. The total programme may be reduced in size if significant business development opportunities arise during this period. OutlookOn a non-adjusted basis the midpoint of [----] guidance implies -1% sales growth and 11% operating profit growth at CER underscoring how meaningful the accounting reversal is"
X Link 2026-02-04T11:18Z 49.8K followers, [----] engagements

"$VAL . This Landman trade is paying off today๐Ÿ“ˆ๐Ÿ‘๐Ÿ‘. for the shareholders long Valaris. Bought by $RIG"
X Link 2026-02-09T20:58Z 49.8K followers, [----] engagements

"$ICHR . I guess that earnings report was well-received"
X Link 2026-02-10T16:49Z 49.8K followers, [----] engagements

"$MRNA . Moderna beats by $0.43 beats on revs; guides FY26 revs above consensus (40.11) Reports Q4 (Dec) loss of $2.11 per share $0.43 better than the FactSet Consensus of ($2.54); revenues fell 33.2% year/year to $645 mln vs the $635.15 mln FactSet Consensus. Co issues upside guidance for FY26 sees FY26 revs of +10% yr/yr to $2.14 bln vs. $2.02 bln FactSet Consensus. https://twitter.com/i/web/status/2022284042436272613 https://twitter.com/i/web/status/2022284042436272613"
X Link 2026-02-13T12:17Z 49.8K followers, [----] engagements

"@ballerdk22 @smartertrader $SNDK $MU . They will top when the fundamentals look their best. Just because they are up alot recently is no reason to think they have topped or a short play. I believe Sandisk trades at $1k and Micron $600 this year. but others do not & that is what makes a market"
X Link 2026-02-15T18:26Z 49.8K followers, [---] engagements

"$TM Toyota Motor (TM) is looking at a 20% return on equity target for fiscal [----] doubling market forecasts of 11% Nikkei reported Wednesday citing an unnamed company executive. Shares of the company were up nearly 9% in recent Thursday premarket activity"
X Link 2024-12-26T12:47Z 49.7K followers, [----] engagements

"$APP AppLovin Corp. retains Quinn Emanuel Firm to investigate recent short report activity AppLovin Corporation (NASDAQ: APP) ("AppLovin" or the "Company") today announced that it has retained Alex Spiro partner and Co-Chair of the Investigations Government Enforcement & White Collar Defense Practice at Quinn Emanuel Urquhart & Sullivan a nationally recognized legal firm with deep expertise in securities and corporate investigations to conduct an independent review and investigation into recent short report activity targeting the Company. https://twitter.com/i/web/status/1905594218955112800"
X Link 2025-03-28T12:14Z 49.7K followers, [----] engagements

"$MOH . OOPS . MOH Shares of U.S. health insurer Molina Healthcare MOH.N plunge 20% to $154.50 premarket after co cuts annual profit forecast citing higher medical costs CEO Joseph Zubretsky says half of company's underperformance is driven by Marketplace business which serves individuals under the Affordable Care Act also known as Obamacare. Co says it continues to experience much higher levels of utilization in Marketplace business offsetting strong margins in Medicaid. Elevance Health ELV.N had also flagged higher costs in Medicaid business as higher enrollment in government plans for"
X Link 2025-10-23T10:18Z 49.7K followers, [----] engagements

"$VLO $EQT $DK $IMO . Some of the oil and gas stocks are starting to heat up and look pretty decent"
X Link 2025-11-08T13:12Z 49.7K followers, [----] engagements

"$ARMK . Aramark (ARMK) reported fiscal Q4 adjusted earnings Monday of $0.57 per diluted share up from $0.54 a year earlier. Analysts polled by FactSet expected $0.64. Revenue for the quarter ended Oct. [--] was $5.05 billion compared with $4.42 billion a year earlier. Analysts surveyed by FactSet expected $5.16 billion. For fiscal [----] the company said it expects adjusted EPS of $2.18 to $2.28. Analysts polled by FactSet expect $2.27. Revenue for the fiscal year is projected to be $19.55 billion to $19.95 billion. Analysts surveyed by FactSet expect $19.69 billion."
X Link 2025-11-17T12:07Z 49.7K followers, [----] engagements

"$ESTC . Stretched to the downside after their report. lastic (ESTC) reported fiscal Q2 non-GAAP earnings late Thursday of $0.64 per diluted share up from $0.59 a year earlier. Analysts polled by FactSet expected $0.58. Revenue in the three months ended Oct. [--] rose to $423.5 million from $365.4 million a year earlier. Analysts surveyed by FactSet expected $418.2 million. The company expects Q3 non-GAAP EPS of $0.63 to $0.65 on revenue of $437 million to $439 million. Analysts polled by FactSet expect EPS of $0.60 on revenue of $430.5 million. The company expects fiscal [----] non-GAAP EPS of"
X Link 2025-11-21T12:56Z 49.7K followers, [----] engagements

"$CELC $ARQT $VRDN $IMNM . Quite a few biotech/drug stocks continue to act well"
X Link 2025-11-21T18:51Z 49.7K followers, [----] engagements

"$CRDO . Credo Technology Group (NASDAQ:CRDO) reported quarterly earnings of $0.67 per share which beat the analyst consensus estimate of $0.49 by [-----] percent. This is a [------] percent increase over earnings of $0.07 per share from the same period last year. The company reported quarterly sales of $268.027 million which beat the analyst consensus estimate of $234.917 million by [-----] percent. This is a [------] percent increase over sales of $72.034 million the same period last year. https://twitter.com/i/web/status/1995602142464516165 https://twitter.com/i/web/status/1995602142464516165"
X Link 2025-12-01T21:13Z 49.8K followers, [----] engagements

"$VERA . This stock has been vera vera good"
X Link 2025-12-02T20:03Z 49.7K followers, [----] engagements

"$VRT $SOFI . Are you buying/selling a stock because it was included/excluded from an index . From IBD . "Vertiv stock and SoFi Technologies (SOFI) were notable S&P [---] snubs. Both fell late Friday. I imagine those dips will be short lived"
X Link 2025-12-07T14:26Z 49.8K followers, [----] engagements

"$EZPW . Pawn shop breaking out.๐Ÿค”๐Ÿค”"
X Link 2025-12-08T17:50Z 49.7K followers, [----] engagements

"$TKR . Timken breaking out.and making new highs today. or is it. Kentim"
X Link 2025-12-10T21:27Z 49.7K followers, [----] engagements

"$RYTM $ROIV $IMNM $ABVX . I think that I may be addicted to drugs. stocks that is . all about drugs. @mcstockcharts.com"
X Link 2025-12-11T16:58Z 49.7K followers, [----] engagements

"$IMNM $STOK $EWTX $NKTR . A few biotech/drug stocks of interest. I am long one.bout to long another one or two soon"
X Link 2025-12-14T14:40Z 49.7K followers, [----] engagements

"$KYTX . Kyverna Therapeutics Inc. (Nasdaq: KYTX) a clinical-stage biopharmaceutical company focused on developing cell therapies for patients with autoimmune diseases today announced positive topline data from KYSA-8 its registrational Phase [--] trial of mivocabtagene autoleucel (miv-cel formerly KYV-101) a fully human autologous CD19-targeting CAR T-cell therapy with CD28 co-stimulation in stiff person syndrome (SPS). We are very pleased to share transformative topline data in stiff person syndrome which could pave the way for miv-cel to become the first and only approved therapy in SPS and"
X Link 2025-12-15T11:54Z 49.7K followers, [----] engagements

"$IMNM . Boom. there it is. https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073 https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073"
X Link 2025-12-15T21:49Z 49.8K followers, [----] engagements

"$VITL . Vital Farms (VITL) said Tuesday it lowered its full-year [----] net revenue guidance to a range of $755 million to $765 million from the previous guidance of at least $775 million. Analysts polled by FactSet expected $776.7 million. The guidance revision was due to a temporary disruption in returning to regular order patterns following its enterprise resource planning system transition at the start of Q4 the company said. Vital Farms also provided initial full-year [----] net revenue guidance of $930 million to $950 million. Analysts surveyed by FactSet expected $933.7 million. The"
X Link 2025-12-16T13:15Z 49.7K followers, [----] engagements

"$BIRK . Tariff impact. Birkenstock BIRK.N on Thursday forecast fiscal [----] profit below Wall Street expectations and annual revenue growth lower than the last two years in a sign that tariff uncertainty is dampening demand for the German footwear company. Its shares fell 7% in premarket trading after the company forecast a [---] basis points hit to its annual gross margins from U.S. import duties. Birkenstock known for its higher-priced "Arizona" sandals and "Boston" clogs joins a long list of global consumer companies whose business operations have been hobbled by sweeping U.S. tariffs while"
X Link 2025-12-18T11:57Z 49.8K followers, [----] engagements

"$PRAX . Praxis Precision Medicines (PRAX) said Monday that the US Food and Drug Administration has granted Breakthrough Therapy Designation for ulixacaltamide to treat patients with Essential Tremor disorder. The designation which the company said is based on topline data from two pivotal phase [--] studies provides expedited development and regulatory review for drugs intended to treat a serious condition. Praxis said it expects to file a new drug application with the FDA in early [----]. https://twitter.com/i/web/status/2005637207726670042 https://twitter.com/i/web/status/2005637207726670042"
X Link 2025-12-29T13:49Z 49.8K followers, [----] engagements

"$ORCL $CRWV $MSTR $SBET . Some artificial intelligence and crypto stocks. have already spit the bit"
X Link 2025-12-30T02:59Z 49.8K followers, [----] engagements

"$AXSM Axsome Therapeutics Says US FDA Accepts New-Drug Application Filing for Alzheimer's Disease Agitation Drug. Axsome Therapeutics (AXSM) said Wednesday the US Food and Drug Administration has accepted for filing and granted priority review to a supplemental new drug application for AXS-05 to treat Alzheimer's disease agitation. The FDA has set Apr. [--] [----] as a prescription drug user fee act target action date the company said. The supplemental application is supported by results from a clinical development program that included four randomized double-blind controlled phase [--] trials and a"
X Link 2025-12-31T12:51Z 49.8K followers, [----] engagements

"$PDS $OVV $DVN $WFD . Not gonna forget about the oil patch. Gonna be like Billy Bob in Landman.๐Ÿ˜‚๐Ÿคฃ"
X Link 2026-01-02T19:16Z 49.7K followers, [----] engagements

"$RUN $FSLR $ARRY $CSIQ . The solar sector has been heating up"
X Link 2026-01-02T19:26Z 49.8K followers, [----] engagements

"$ITA $GE $RTX $HWM $BA . The exchange traded fund ITA looks great. the top [--] holding make up more than 50% of the ETF. Wanna own individual stocks or the entire group. or.maybe not at all"
X Link 2026-01-04T15:04Z 49.7K followers, [----] engagements

"$SMR . NuScale Power surged +15% on news that Duke Energy's new nuclear plant filing specifically shortlists SMR's VOYGR design. The move was aggressive on significantly higher-than-average volume suggesting a frantic chase for exposure. But with the company still years from profitability and burning cash is this a true fundamental re-rate or just a speculative liquidity grab on a popular narrative While the immediate financials remain weak the move was driven by a significant de-risking of NuScale's future business case. This is a clear shift from speculative technology to a viable solution"
X Link 2026-01-05T13:12Z 49.8K followers, [----] engagements

"$DRUG . Gotta love drugs. stocks that is. Bright Minds Biosciences reports Phase [--] seizure reduction data for BMB-101 advances toward registrational trials. BMB-101 delivered a 73.1% median reduction in absence seizures and a 63.3% median reduction in major motor seizures in drug-resistant patients meeting primary efficacy endpoints across both cohorts.The Phase [--] BREAKTHROUGH trial showed statistically significant seizure burden reductions with a favorable safety and tolerability profile and no treatment-related serious adverse events.Patients in the absence seizure cohort also experienced a"
X Link 2026-01-06T12:49Z 49.7K followers, [----] engagements

"$SCCO $HYMC $AG $AU . These gold silver and copper stocks are sexy vixens. they whisper to me. "come hither" ๐Ÿคฃ๐Ÿ˜‚"
X Link 2026-01-06T17:07Z 49.7K followers, [----] engagements

"$KRMN . a stock on our ready list. it looks like it was definitely ready to go"
X Link 2026-01-07T01:13Z 49.7K followers, [----] engagements

"$COST . Costco (COST) reports December adjusted comparable sales of +6.2%"
X Link 2026-01-08T13:22Z 49.7K followers, [----] engagements

"$ATEC . This stock is getting some pin action from the Globus Medical announcement last night"
X Link 2026-01-08T17:07Z 49.8K followers, [----] engagements

"$CAT $RH $ELF $KMX . There may be some folks speculating on a SCOTUS tariff ruling soon"
X Link 2026-01-08T17:19Z 49.7K followers, [----] engagements

"$WDFC .FY [----] guidance reaffirmed; management highly confident in delivering results at the mid-to-high end of our guidance ranges. FY [----] net sales: $630M$655M (pro forma excluding homecare/cleaning held for sale) representing 5%9% growth from pro forma FY25. FY [----] gross margin: 55.5%56.5%. FY [----] advertising & promotion: around 6% of net sales. FY [----] operating income: $103M$110M representing 5%12% growth from pro forma FY25. FY [----] income tax rate: 22.5%23.5%. FY [----] diluted EPS: $5.75$6.15 based on 13.4M weighted average shares outstanding; represents 5%12% growth over pro forma"
X Link 2026-01-09T00:17Z 49.7K followers, [----] engagements

"$CRDO . Credo Technology Group: Credo Gives Zero Flaps--Top Pick For [----] -- Needham (141.59) Analyst N. Quinn Bolton commented "With significant near-term opportunities ahead as AEC adoption proliferates across hyperscalers and as new products ramp to production we expect Credo to beat current consensus estimates and believe FY28 NG EPS may exceed $5.00. Reflecting the company's impressive revenue growth and net margin we expect CRDO will find investor support at or below a 30X forward P/E multiple (stock currently at a 31.7X multiple of consensus FY28 NG EPS). As the company delivers upside"
X Link 2026-01-09T12:51Z 49.8K followers, [----] engagements

"Stocks who have advanced 30% or more in [----]. priced above $15.00 with some volume. no ETF"
X Link 2026-01-10T11:21Z 49.8K followers, 21.8K engagements

"$KRMN $STX $GH $GE . At we had these winners last week. and we had losers to like $ALAB. such is trading. http://mcstockcharts.com http://mcstockcharts.com"
X Link 2026-01-10T14:53Z 49.7K followers, [----] engagements

"$BJRI $EAT $CAKE $BROS . The retail restaurant group is starting to show some signs of life. who likes cake"
X Link 2026-01-11T13:24Z 49.8K followers, [----] engagements

"$SHAK . Shake Shack provides Q4 and FY26 outlook (93.29) Co issues downside guidance for Q4 (Dec) sees Q4 (Dec) revs of $400.5 mln vs. $409.10 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $1.6-1.7 bln vs. $1.65 bln FactSet Consensus. Licensing revenue of $59.0 million to $61.0 million. Same-Shack sales of positive LSD%. Restaurant-level profit margin to be 23.0% to 23.5% of Shack sales. Co is reiterating long-term targets and believe have the potential to achieve: Total addressable market of 1500+ Company-operated Shacks. Three-year financial growth"
X Link 2026-01-12T12:10Z 49.8K followers, [----] engagements

"$DXCM . Dexcom guides Q4 revs slightly above consensus; guides FY26 revs in-line (67.40) Co issues upside guidance for Q4 (Dec) sees Q4 (Dec) revs of $1.26 bln vs. $1.24 bln FactSet Consensus. US revenue is expected to be up 11% yr/yr to approximately $892 mln. International revenue is expected to be up 18% yr/yr to approximately $368 mln. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $5.16-5.25 bln vs. $5.23 bln FactSet Consensus. https://twitter.com/i/web/status/2010692485941788789 https://twitter.com/i/web/status/2010692485941788789"
X Link 2026-01-12T12:37Z 49.7K followers, [----] engagements

"@gmorton512 $MDLN . Yo Greg. we need MORE coverage๐Ÿ˜‚๐Ÿคฃ. There are many large companies expected to IPO this year. a sign"
X Link 2026-01-12T13:28Z 49.8K followers, [---] engagements

"$DIN $EAT $CAKE . Dine and. then eat cake Not a bad idea๐Ÿ‘๐Ÿ‘. the retail restaurant group is showing strength"
X Link 2026-01-12T19:18Z 49.8K followers, [----] engagements

"$FTAI . surfing stock"
X Link 2026-01-13T17:46Z 49.7K followers, [----] engagements

"$APP . AppLovin (APP) initiated with an Outperform at Evercore ISI tgt $835"
X Link 2026-01-14T12:57Z 49.7K followers, [----] engagements

"$IMNM . This company presents at the JP Morgan Healthcare conference this morning"
X Link 2026-01-14T15:00Z 49.8K followers, [----] engagements

"$ALMS . James B. Tananbaum 10% Owner Director on January [--] [----] executed a purchase for [------] shares in Alumis (ALMS) for $6999988. Following the Form [--] filing with the SEC Tananbaum has control over a total of [--------] common shares of the company with [--------] controlled indirectly. https://twitter.com/i/web/status/2011454257711726812 https://twitter.com/i/web/status/2011454257711726812"
X Link 2026-01-14T15:04Z 49.8K followers, [----] engagements

"$EC $SU $FRO $CVX . There are many oil and gas stock showing strength. these are just a few"
X Link 2026-01-14T16:37Z 49.8K followers, [----] engagements

"$ISRG . Intuitive Surgical raises Q4 guidance but stock stumbles as investors weigh growth decline (ISRG) Intuitive Surgical (ISRG) raised its Q4 revenue guidance ahead of its presentation at the J.P. Morgan Healthcare Conference forecasting approximately $2.866 bln up from its previous estimate of $2.72 bln. However the stock is trading sharply lower as the updated figures signal a deceleration in growth that appears to have fallen short of high-end investor expectations. The updated guidance translates into solid year-over-year revenue growth of 18.8% though this represents a notable"
X Link 2026-01-14T16:50Z 49.7K followers, [----] engagements

"$IMNM . a few slides"
X Link 2026-01-14T18:34Z 49.8K followers, [----] engagements

"$LEU . D. E. Shaw investment entities reported a significant passive stake in Centrus Energy Corp. Class A common stock. As of the event date they beneficially owned up to [------] shares representing 5.6% of the outstanding Class A shares with shared voting and dispositive power and no sole authority. D. E. Shaw & Co. L.P. and D. E. Shaw & Co. L.L.C. hold these shares through various affiliated portfolios including positions and call options in entities such as D. E. Shaw Valence Oculus Cogence Composite Portfolios and D. E. Shaw Investment Management. David E. Shaw is reported as a beneficial"
X Link 2026-01-15T11:18Z 49.8K followers, [----] engagements

"$PEN . Boston Scientific (BSX) said Thursday it has agreed to acquire Penumbra (PEN) in a cash and stock deal for an enterprise value of $14.5 billion. Under the agreement Penumbra stockholders can receive either $374 in cash or [------] Boston Scientific shares subject to proration. The total transaction is expected to be paid around 73% in cash and about 27% in shares Boston Scientific said. Adam Elsesser Penumbra's chairman and chief executive officer has elected to receive Boston Scientific shares for his Penumbra shares the company added. Boston Scientific said it plans to finance the"
X Link 2026-01-15T13:05Z 49.8K followers, [----] engagements

"$APH . Amphenol announces details of open offer for ADC India Communications Limited (146.75) Amphenol Corporation (NYSE: APH) (the "Company" or "Amphenol") as part of its completed acquisition (the "CCS Acquisition") of the Connectivity and Cable Solutions business from Vistance Networks Inc. (formerly known as CommScope Holding Company Inc. or "Seller") announced today further details regarding its open offer to acquire up to [-------] fully paid-up equity shares of face value of INR [--] of ADC India Communications Limited (the "Target Company") representing 26.00% of the Target Company's"
X Link 2026-01-15T13:12Z 49.7K followers, [----] engagements

"$DIN $BJRI $EAT $CAKE . The retail restaurant group has been strong in [----]. I prefer BJs. the restaurant. get your minds out of the gutter.๐Ÿคฃ๐Ÿ˜‚"
X Link 2026-01-15T19:10Z 49.7K followers, [----] engagements

"$MOS . North American fertilizer demand declined well beyond normal seasonal softness in the fourth quarter as fall applications were weak due to sustained pressure on grower economics and were exacerbated by an early onset of winter weather that compressed the application window. The market conditions were particularly challenging for phosphates due to lower relative affordability as compared to potash. Overall North America phosphate market shipments are estimated to have been down approximately 20% in the fourth quarter compared to a year ago. North American potash demand was also"
X Link 2026-01-16T12:29Z 49.8K followers, [----] engagements

"$GOLF . Titleist downgraded . Acushnet Holdings (GOLF) downgraded to Sector Weight from Overweight at KeyBanc"
X Link 2026-01-16T13:01Z 49.8K followers, [----] engagements

"@gmorton512 @IBD_ECarson $MDLN $FIGR . Yo Greg . I saw that Medline received a slew of coverage recently. I am watching๐Ÿ‘€๐Ÿ‘€. I went long the Figure Tech stock. it has not disappointed. some of your old friends already own it"
X Link 2026-01-16T13:09Z 49.8K followers, [---] engagements

"$ROAD . Construction Partners: ROAD [----] Targets Already in the Rearview MirrorInitiating at Neutral $117 PT -- B. Riley Securities (112.13) Analyst Rohit Seth highlighted "We are initiating coverage of Construction Partners Inc. (ROAD) with a Neutral rating and a $117 price target. ROAD is a best-in-class roll-up executing a proven playbook in the structurally attractive hot-mix asphalt (HMA) industry recently validated by the transformational $654M Lone Star Paving acquisition which we believe secures a dominant Texas position and elevates EBITDA margins to 15%+. However at $117 the stock"
X Link 2026-01-16T13:13Z 49.8K followers, [----] engagements

"@gmorton512 @IBD_ECarson $MDLN . Yo Greg . Yeah. I could not count all of the coverage as I ran out of fingers and toes๐Ÿ˜‚๐Ÿคฃ. I am glad that you are a stickler for the details. I may take a swing at that one.It may be a home run"
X Link 2026-01-16T13:21Z 49.8K followers, [---] engagements

"$ONDS . Ondas Inc. sees Q4 and FY26 revs above consensus (12.82) Co issues upside guidance for Q4 (Dec) sees Q4 (Dec) revs of $27-39 mln vs. $15.89 mln FactSet Consensus. Co issues upside guidance for FY26 (Dec) sees FY26 (Dec) revs of $170-180 mln vs. $125.22 mln FactSet Consensus. Additionally on a preliminary basis Ondas' estimated backlog is $65.3 million as of December [--] [----] a 180% increase from $23.3 million on November [--] [----]. The Company's pro forma cash balance exceeds $1.5 billion as of December [--] [----] adjusted for the Company's recent offering of approximately $1.0 billion.o"
X Link 2026-01-16T13:24Z 49.8K followers, [----] engagements

"@VenkatP1359 $TTMI $CLS $SANM . Yo Venkat . I like all three๐Ÿ‘๐Ÿ‘๐Ÿ“ˆ๐Ÿ“ˆ๐Ÿ“ˆ A nice breakout last week on TTM Technologies. Sola Brothers not gonna be denied"
X Link 2026-01-17T15:22Z 49.7K followers, [---] engagements

"$HII $FTAI $KRMN $KTOS . Is it true that defense wins championships . It sure helps the portfolio "
X Link 2026-01-18T14:25Z 49.8K followers, [----] engagements

"$APH $VICR $LASR $COHR . another group doing well"
X Link 2026-01-18T14:45Z 49.7K followers, [----] engagements

"$SANM $TTMI $CLS $JBL . This is another strong group. better know their earnings dates these days"
X Link 2026-01-18T14:47Z 49.7K followers, [----] engagements

"$BE $GEV $FLNC $CEG . The alternative energy group. quite the divergence for Constellation"
X Link 2026-01-18T14:49Z 49.7K followers, [----] engagements

"$BKKT . akkt reports preliminary Q4 financial results (21.41) Bakkt Holdings Inc. estimated fourth quarter [----] gross digital asset revenues of $298 mln to $300 mln with total digital asset costs and execution clearing and brokerage fees of $297 mln to $299 mln implying minimal gross margin. Co reported estimated cash cash equivalents and restricted cash of $26 mln to $28 mln at December [--] cash used in operating activities excluding customer funds payable was $19 mln to $21 mln reflecting non-recurring items including customer deposit returns legal and professional fees tied to corporate"
X Link 2026-01-20T11:23Z 49.8K followers, [----] engagements

"$DHI . DHI D.R. Horton Q1 EPS $2.03 Beats $1.95 Estimate Sales $6.886B Beat $6.603B Estimate. D.R. Horton (NYSE:DHI) reported quarterly earnings of $2.03 per share which beat the analyst consensus estimate of $1.95 by [----] percent. This is a [-----] percent decrease over earnings of $2.61 per share from the same period last year. The company reported quarterly sales of $6.886 billion which beat the analyst consensus estimate of $6.603 billion by [----] percent. This is a [----] percent decrease over sales of $7.613 billion the same period last year."
X Link 2026-01-20T11:40Z 49.7K followers, [----] engagements

"$FITB . Fifth Third Bancorp (FITB) reported Q4 earnings Tuesday of $1.04 per diluted share up from $0.85 a year earlier. Analysts polled by FactSet expected $1. Revenue for the quarter ended Dec. [--] was $2.34 billion up from $2.18 billion a year earlier. Analysts surveyed by FactSet expected $2.34 billion. https://twitter.com/i/web/status/2013583222517674211 https://twitter.com/i/web/status/2013583222517674211"
X Link 2026-01-20T12:03Z 49.8K followers, [----] engagements

"$IMNM . This biotech traded down to its [--] day line. and is now bouncing. I guess it has not heard the tariff talk just yet"
X Link 2026-01-20T14:59Z 49.8K followers, [----] engagements

"$BROS . I thought for sure this stock would be hit hard by tariff talk. after all. they are Dutch"๐Ÿ˜‚๐Ÿคฃ"
X Link 2026-01-20T15:01Z 49.8K followers, [----] engagements

"$TECK . Teck Resources reports [----] production update and reaffirms outlook (50.21) Teck Resources Limited reported [----] copper production of [-----] kt in line with guidance supported by strong Q4 performance across assets; Quebrada Blanca produced [----] kt in Q4 with shipment delays pushing some sales into early 2026Zinc in concentrate production totaled [-----] kt for [----] at the high end of guidance while refined zinc reached [-----] kt also at the top of the guided range reflecting a focus on profitability and cash generation Company expects positive Q4 settlement pricing adjustments of $295"
X Link 2026-01-21T09:43Z 49.8K followers, [----] engagements

"$TDY . Teledyne Tech beats by $0.46 beats on revs; guides Q1 EPS in-line; guides FY26 EPS in-line (566.23) Reports Q4 (Dec) earnings of $6.30 per share excluding non-recurring items $0.46 better than the FactSet Consensus of $5.84; revenues rose 7.3% year/year to $1.61 bln vs the $1.57 bln FactSet Consensus. Cash provided by operating activities was $379.0 million for the fourth quarter of [----] compared with $332.4 million with the increase driven primarily by favorable operating results in the fourth quarter of [----] compared with [----]. Co issues in-line guidance for Q1 sees EPS of"
X Link 2026-01-21T12:04Z 49.7K followers, [----] engagements

"$IONS . Ionis Pharma and Otsuka Pharmaceutical Co. announced that the European Commission has approved DAWNZERA in the European Union for the routine prevention of recurrent attacks of hereditary angioedema in adults and adolescents aged [--] years and older (77.53) The approval follows the positive opinion of the Committee for Medicinal Products for Human Use. The approval is based on positive results from the Phase [--] OASIS-HAE and OASISplus studies in which DAWNZERA demonstrated positive results across multiple measures of disease including significant and sustained reduction in mean monthly"
X Link 2026-01-21T12:13Z 49.8K followers, [----] engagements

"$TRV . Travelers beats by $2.37 beats on revs; Board of Directors authorizes an additional $5.0 bln of share repurchases (269.61) Reports Q4 (Dec) earnings of $11.13 per share excluding non-recurring items $2.37 better than the FactSet Consensus of $8.76; revenues rose 3.5% year/year to $12.43 bln vs the $11.01 bln FactSet Consensus. Net written premiums of $5.514 billion increased 2% led by growth of 4% in our Select Accounts small commercial business and 3% in our core Middle Market business partially offset by a decline in net written premiums in National Property reflecting disciplined"
X Link 2026-01-21T12:16Z 49.7K followers, [----] engagements

"$ALLY . Ally Financial beats by $0.07 reports revs in-line (42.42) Reports Q4 (Dec) earnings of $1.09 per share excluding non-recurring items $0.07 better than the FactSet Consensus of $1.02; revenues rose 4.8% year/year to $2.12 bln vs the $2.14 bln FactSet Consensus.Fourth quarter record 3.8M consumer auto applications driving $10.8 billion consumer origination volume Estimated retail auto originated yield of 9.62% with 42% of volume in highest credit quality tier Retail deposit growth of $1.7 billion quarter over quarter; 95% customer retention Corporate Finance ROE of 29% Authorized a $2"
X Link 2026-01-21T12:33Z 49.8K followers, [----] engagements

"$SA . Seabridge Gold provides update on Courageous Lake Project spin-out (33.03) Seabridge is advancing a structure whereby all the shares in Valor Gold the spin-out entity would be distributed to Seabridge shareholders pursuant to a court-approved plan of arrangement under the Canada Business Corporations Act. At this time a meeting of Seabridge shareholders to approve the spin-out is expected to be held in June [----]. Valor will be seeking a listing on the Toronto Stock Exchange and the OTCQB Venture Market (USA) and will consider seeking a NYSE listing at a later date. Share trading in"
X Link 2026-01-21T12:49Z 49.8K followers, [----] engagements

"$TEL . TE Connectivity Plc (NYSE:TEL) stock fell Wednesday after the company reported its first-quarter fiscal [----] results. The company reported quarterly adjusted earnings of $2.72 per share up 33% year over year beating analysts' estimates of $2.55. Revenue rose 22% to $4.67 billion exceeding expectations of $4.53 billion and increasing 15% organically supported by strong performance across the Industrial and Transportation segments. Adjusted operating margin improved to 22.2% compared with 20.4% a year earlier. TE reported record quarterly orders of $5.1 billion up 28% year over year and"
X Link 2026-01-21T13:12Z 49.7K followers, [----] engagements

"$PAVM . PAVmed (PAVM) subsidiary Lucid Diagnostics (LUCD) said Wednesday it won a contract from the US Department of Veterans Affairs for its EsoGuard esophageal DNA test for esophageal precancer testing. Financial terms of the contract were not disclosed. The contract includes pre-negotiated pricing for the test that matches the established Medicare payment rate determined by the Centers for Medicare & Medicaid Services enabling access through a single national procurement framework the company said. https://twitter.com/i/web/status/2014026297031401584"
X Link 2026-01-21T17:24Z 49.7K followers, [----] engagements

"$CRDO . Credo Technology Group: Rosenblatt initiates at Neutral sees AI data center AEC leadership driving strong FY26 growth (137.73 -15.49) Analyst Mike Genovese commented "We are initiating CRDO with a Neutral rating and $170 price target despite forecasts for revenues to nearly triple and earnings to more than quadruple in FY26 (April). Near-term strength is driven by Credo's SerDes/DSP/retimer technology stack first-mover advantage in 400G and 800G AECs and success in the up to 7-meter AI Data Center scale-out and scale-up connectivity markets. Most of the Hyper Scalers are using Credo"
X Link 2026-01-21T19:05Z 49.8K followers, [----] engagements

"$TTMI . This one is knocking at the $100 door .again. see if it can break on through"
X Link 2026-01-21T19:51Z 49.7K followers, [----] engagements

"$KRMN . Mama Mia. Karman Ghia. ๐Ÿ˜‚๐Ÿคฃ. Karman Space and Defense guides FY25 and FY26 revenue above consensus Co raises guidance for FY25 (Dec) sees FY25 (Dec) revs of $470-471 mln vs. $463.46 mln FactSet Consensus and vs. $461-463 mln prior guidance. Co sees FY25 adj. EBITDA of $144.5-144.9 issues upside guidance for FY26 (Dec) sees FY26 (Dec) revs of $700-715 mln vs. $578.74 mln FactSet Consensus. Co sees FY26 adj. EBITDA of $205-215 mln. http://mln.Co http://mln.Co"
X Link 2026-01-21T21:41Z 49.7K followers, [----] engagements

"$COHR . This stock is looking like it wants to break out of its box today. we shall see"
X Link 2026-01-22T09:36Z 49.7K followers, [----] engagements

"$AGX . whats in the box"
X Link 2026-01-22T10:00Z 49.8K followers, [----] engagements

"$ACMR . Co issues narrows guidance for FY25 (Dec) sees FY25 (Dec) revs of $885-900 mln from $875-925 mln vs. $907.51 mln FactSet Consensus. Co issues upside guidance for FY26 (Dec) sees FY26 (Dec) revs of $1.08-1.175 bln vs. $1.06 bln FactSet Consensus."We plan for a higher revenue growth rate in [----] amidst healthy investments in production capacity and market share gains from our newer products" said Dr. David Wang ACM's President and Chief Executive Officer. "We anticipate relatively stable WFE spending by our customers with incremental contribution from our single-wafer SPM cleaning tools"
X Link 2026-01-22T11:37Z 49.8K followers, [----] engagements

"$LTH . Life Time sees Q4 EPS and revs above consensus; introduces select financial guidance for FY [----] (27.91) Co issues upside guidance for Q4 (Dec) sees EPS of $0.32-0.34 excluding non-recurring items vs. $0.27 FactSet Consensus; sees Q4 (Dec) revs of $743-745 mln vs. $736.67 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $3.30-3.33 bln vs. $3.31 bln FactSet Consensus.FY26 Adjusted EBITDA $910 -- $925 https://twitter.com/i/web/status/2014304863484801226 https://twitter.com/i/web/status/2014304863484801226"
X Link 2026-01-22T11:51Z 49.7K followers, [----] engagements

"$MBLY . Mobileye Global reports EPS in-line beats on revs; guides FY26 revs below consensus (10.88) Reports Q4 (Dec) earnings of $0.06 per share excluding non-recurring items in-line with the FactSet Consensus of $0.06; revenues fell 9.0% year/year to $446 mln vs the $432.3 mln FactSet Consensus. Average System Price was $50.8 in the fourth quarter of [----] compared to $50.0 in the prior year period primarily due to a higher percentage of SuperVision-related revenue as compared to the fourth quarter of [----]. Adjusted Gross Margin was 67% in the fourth quarter of [----] compared to 69% in the"
X Link 2026-01-22T12:10Z 49.8K followers, [----] engagements

"$ASTS . AST SpaceMobile announces the launch timing for its BlueBird [--] mission (103.50) BlueBird [--] launch is scheduled for late February on the upcoming New Glenn-3 mission from Launch Complex [--] at Cape Canaveral Space Force Station. The mission represents the first launch with New Glenn - its seven-meter fairing enables up to eight Block [--] BlueBirds per mission. AST SpaceMobile plans a multi-launcher campaign with one orbital launch every one to two months on average during [----] and is on track to launch 45--60 satellites by the end of the year."
X Link 2026-01-22T12:21Z 49.8K followers, [----] engagements

"$APLD . Applied Digital higher after announcing that it has broken ground on Delta Forge [--] an AI Factory campus; Initial operations at Delta Forge [--] are expected to commence in mid-2027 (35.06) he Delta Forge [--] campus will initially comprise two 150-MW facilities spanning more than [---] acres. Once fully operational the campus is expected to support more than [---] full-time employees in addition to long-term contractors creating durable economic opportunity and long-term investment in the region. Applied Digital is advancing Delta Forge [--] in discussions with another prospective investment-grade"
X Link 2026-01-22T13:30Z 49.8K followers, [----] engagements

"$AA . Alcoa (NYSE:AA) reported quarterly earnings of $1.26 per share which beat the analyst consensus estimate of $0.92 by [----] percent. This is a [-----] percent increase over earnings of $1.04 per share from the same period last year. The company reported quarterly sales of $3.449 billion which beat the analyst consensus estimate of $3.306 billion by [----] percent. This is a [----] percent decrease over sales of $3.486 billion the same period last year. https://twitter.com/i/web/status/2014449629119828017 https://twitter.com/i/web/status/2014449629119828017"
X Link 2026-01-22T21:26Z 49.7K followers, [----] engagements

"@VenkatP1359 $GE $FTAI $KRMN . Yeah. for the most part . the sector was down and disappointed the USA is not using force to acquire Greenland๐Ÿ˜‚๐Ÿคฃ. with a few exceptions.as usual"
X Link 2026-01-23T00:02Z 49.7K followers, [---] engagements

"$LIF . LIF Co issues upside guidance for FY25 (Dec) sees FY25 (Dec) revs of $486-489 mln vs. $481.33 mln FactSet Consensus.Full Year [----] Adjusted EBITDA: $87-92 million representing approximately 18-19% margin.Q4 Metrics:US MAU: [----] million in Q4 [----] up [---] million in the quarter and 16% MAU: [----] million in Q4 [----] up [---] million in the quarter and 26% Paying Circles: [---] million in Q4 [----] up [--] thousand in the quarter or 23% Paying Circles: [---] million in Q4 [----] up [--] thousand in the quarter or 32% year-over-year. http://year-over-year.US http://year-over-year.International"
X Link 2026-01-23T11:11Z 49.7K followers, [----] engagements

"$FTNT . Fortinet: Revising FY26 Estimates; Little Downside or Upside -- Oppenheimer (77.62) Analyst Ittai Kidron added "Our checks indicated stable FW share dynamics in 4Q25 but a declining [----] EoS refresh opportunity. Therefore we maintain an in-line stance on 4Q25 but lower our [----] product and services revenue growth outlook. We have a greater appreciation for the lag between maintenance/subscription (Services) growth and Product growth. We expect continued Services deceleration through 1H26 before accelerating in 2H26. Positively we see potential for improvement in SASE growth rates near"
X Link 2026-01-23T12:59Z 49.7K followers, [----] engagements

"@PowderMonkey14 $XOM $EC $SDRL $SU . Yeah. the gold/silver/copper stocks are dominating the tape. But ever since watching Landman. I am becoming an oil expert"๐Ÿ˜‚๐Ÿคฃ. Just a rotation and not bearish .I do like these"
X Link 2026-01-23T21:52Z 49.8K followers, [---] engagements

"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 46% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 100% in 2026"
X Link 2026-01-24T12:48Z 49.7K followers, [----] engagements

"$AGX $EAT $BE $MDLN . A few of the many stocks I am watching this week. gotta know your earnings dates"
X Link 2026-01-24T17:40Z 49.8K followers, [----] engagements

"@369000369a $ROAD $AGX $PRIM $TPC $WLDN. yes it is underperforming many in its group. But outperforming the index. in the past year"
X Link 2026-01-24T19:15Z 49.8K followers, [--] engagements

"$BKR . Baker Hughes beats by $0.11 beats on revs (53.80 -0.66) Reports Q4 (Dec) earnings of $0.78 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $0.67; revenues rose 0.3% year/year to $7.39 bln vs the $7.07 bln FactSet Consensus. Outlool (Commentary from the Co)"Looking ahead we expect IET orders to remain at robust levels supported by continued momentum in LNG a stronger year of FPSO and gas infrastructure awards and sustained strength for power systems. Against this favorable backdrop we project similar levels of organic IET orders in [----]. In addition we"
X Link 2026-01-26T11:11Z 49.8K followers, [----] engagements

"$BIIB . Biogen: FDA accepts LEQEMBI IQLIK sBLA for subcutaneous starting dose in early Alzheimers (171.59) Co announced the FDA accepts sBLA under Priority Review for LEQEMBI IQLIK (lecanemab-irmb) as a weekly subcutaneous starting dose in early Alzheimer's disease; PDUFA date set for May [--] 2026.If approved would enable at-home initiation and maintenance dosing making LEQEMBI the first anti-amyloid therapy with both initiation and maintenance subcutaneous options as an alternative to IV infusion. sBLA supported by Phase [--] Clarity AD OLE data showing equivalent exposure and similar clinical"
X Link 2026-01-26T11:16Z 49.7K followers, [----] engagements

"$LDOS . Leidos to acquire power design firm ENTRUST bolstering its energy infrastructure portfolio (191.23) Co has signed a definitive agreement to acquire ENTRUST Solutions Group from Kohlberg for approximately $2.4 billion accelerating Leidos' position as a leading engineering solutions provider for utilities nationwide. The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business which has grown on average at double-digit rates while delivering double-digit margins for the past eight years. The transaction is"
X Link 2026-01-26T11:21Z 49.7K followers, [----] engagements

"$NEM $B $AU $AEM . Shares of Newmont (NEM) and Barrick Mining (B) and other gold miners rose in Monday's premarket hours as gold price hit a new record high of $5100 per ounce. According to data from spot gold reached $5109 per ounce early Monday. Shares of Newmont and Agnico Eagle Mines (AEM) were up more than 4%; Kinross Gold (KGC) was 4% higher; Barrick was up more than 3%; and AngloGold Ashanti (AU) rose past 2%. http://GoldPrice.org http://GoldPrice.org"
X Link 2026-01-26T11:44Z 49.8K followers, [----] engagements

"$ETN . Eaton to spin off its Mobility Group; expected on closing to be immediately accretive to Eaton's organic growth and operating margin (331.22) Transaction details- Through the transaction Eaton and Mobility are each expected to benefit from:Increased focus on core businesses and strategic priorities; Tailored capital allocation strategy with flexibility to invest in profitable organic and inorganic growth opportunities; Improved ability to adapt quickly to leverage evolving market dynamics to deliver consistent returns; and Distinct investment profiles that position each company to"
X Link 2026-01-26T12:02Z 49.7K followers, [----] engagements

"$STLD . Steel Dynamics beats by $0.12 misses on revs (181.32) Reports Q4 (Dec) earnings of $1.82 per share $0.12 better than the FactSet Consensus of $1.70; revenues rose 14.0% year/year to $4.41 bln vs the $4.55 bln FactSet Consensus. The fourth quarter [----] average external product selling price for the company's steel operations decreased $12 sequentially to $1107 per ton. The average ferrous scrap cost per ton melted at the company's steel mills decreased $7 per ton sequentially to $374 per ton. Outlook: "We anticipate that improving market conditions including increased trade stability"
X Link 2026-01-26T12:06Z 49.8K followers, [----] engagements

"$IMNM . a strong biotech stock"
X Link 2026-01-26T14:46Z 49.8K followers, [----] engagements

"$VST . Vistra Corp. shares higher by 6% after Rep. Nancy Pelosi disclosed a stock purchase; she also disclosed purchases in NVDA GOOG GOOGL and AMZN(163.00 +2.88)"
X Link 2026-01-26T15:03Z 49.8K followers, [----] engagements

"$SANM . Sanmina beats by $0.25 beats on revs; guides Q2 EPS in-line revs below consensus (182.54 +4.71) Reports Q1 (Dec) earnings of $2.38 per share excluding non-recurring items $0.25 better than the FactSet Consensus of $2.13; revenues rose 59.0% year/year to $3.19 bln vs the $3.08 bln FactSet Consensus. Co issues guidance for Q2 sees EPS of 2.25-2.55 excluding non-recurring items vs. $2.27 FactSet Consensus; sees Q2 revs of 3.10-3.40 vs. $3.51 bln FactSet Consensus. "Our Communications Networks and Cloud & AI Infrastructure end-markets continue to be strong as a result of ongoing demand"
X Link 2026-01-26T21:06Z 49.7K followers, [----] engagements

"$SYF . Synchrony Financial reports Q4 (Dec) results misses on revs (77.51 +0.90) Reports Q4 (Dec) earnings of $2.04 per share may not be comparable to the FactSet Consensus of $2.05; revenues fell 0.2% year/year to $3.79 bln vs the $3.84 bln FactSet Consensus.4Q'25 diluted earnings per share includes $0.14 restructuring chargeNet interest margin of 15.83% increased 82bps -- Reflects higher Loan receivables yield and lower liabilities cost partially offset by liquidity portfolio yield Loan receivables mix as a percent of Interest-earning assets of 84.65% increased 46bps OutlookRisk-adjusted"
X Link 2026-01-27T11:15Z 49.7K followers, [----] engagements

"$HCA . HCA beats by $0.55 reports revs in-line; guides FY26 EPS in-line revs in-line; increases share buyback authorization by $10 bln; increases dividend (472.38) Reports Q4 (Dec) earnings of $8.01 per share excluding non-recurring items $0.55 better than the FactSet Consensus of $7.46; revenues rose 6.7% year/year to $19.51 bln vs the $19.68 bln FactSet Consensus. Same facility admissions increased +2.4% and same facility equivalent admissions increased +2.5%. Co issues in-line guidance for FY26 sees EPS of $29.10-31.50 vs. $29.49 FactSet Consensus; sees FY26 revs of $76.50-80.00 bln vs."
X Link 2026-01-27T13:23Z 49.8K followers, [----] engagements

"$GLW . This stock is making a move๐Ÿ‘๐Ÿ‘๐Ÿ“ˆ. not to be ignored. Dan๐Ÿ˜‚๐Ÿคฃ. earnings tomorrow"
X Link 2026-01-27T16:58Z 49.7K followers, [----] engagements

"$NXT .Breakout Alert. Nextpower beats by $0.16 beats on revs; guides FY26 EPS above consensus revs in-line; approves share repurchase program up to $500 mln(105.91-1.37) Reports Q3 (Dec) earnings of $1.10 per share excluding non-recurring items $0.16 better than the FactSet Consensus of $0.94; revenues rose 33.9% year/year to $909.4 mln vs the $813.82 mln FactSet Consensus. Co issues guidance for FY26 sees EPS of $4.26-4.36 excluding non-recurring items vs. $4.25 FactSet Consensus; sees FY26 revs of $3.425-3.500 bln vs. $3.45 bln FactSet Consensus. As we announced in our current report on"
X Link 2026-01-27T21:42Z 49.7K followers, [----] engagements

"$TTMI $BROS . S&P SmallCap [---] constituent TTM Technologies (TTMI) will replace Civitas Resources Inc. (CIVI) in the S&P MidCap [---] and Amneal Pharmaceuticals Inc. (AMRX) will replace TTM Technologies in the S&P SmallCap [---] effective prior to the opening of trading on Friday January [--]. S&P SmallCap [---] constituent SM Energy Co. (SM) is acquiring Civitas Resources in a deal expected to be completed soon pending final closing conditions. SM Energy will remain in the S&P SmallCap [---] post-merger. Dutch Bros (BROS) will replace PotlatchDeltic (PCH) in the S&P MidCap [---] effective prior to the"
X Link 2026-01-27T22:28Z 49.7K followers, [----] engagements

"$MDLN . This recent IPO stock is looking. . fair to Medline"๐Ÿ˜‚๐Ÿคฃ"
X Link 2026-01-27T23:55Z 49.8K followers, [----] engagements

"$VFC . V.F. Corp beats by $0.13 beats on revs (20.28) Reports Q3 (Dec) earnings of $0.58 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $0.45; revenues rose 1.5% year/year to $2.88 bln vs the $2.75 bln FactSet Consensus. Q4'26 and FY'26 Financial Outlook Q4'26:Revenue flat to +2% C$ vs. LY Adjusted OI of $10M to $30M FY'26:Free cash flow up vs. LY Adjusted OI up vs. LY Operating cash flow up vs. LY FYE'26 leverage at or below 3.5x progressing towards medium-term target https://twitter.com/i/web/status/2016469476842287380"
X Link 2026-01-28T11:12Z 49.8K followers, [----] engagements

"$OTIS . We have heard that their business has been . up and down. Otis Worldwide misses by $0.01 misses on revs; guides FY26 revs in-line (90.55) Reports Q4 (Dec) earnings of $1.03 per share excluding non-recurring items $0.01 worse than the FactSet Consensus of $1.04; revenues rose 3.3% year/year to $3.8 bln vs the $3.89 bln FactSet Consensus. Co issues in-line guidance for FY26 sees FY26 revs of $15.0 bln to $15.3 bln vs. $15.26 bln FactSet Consensus. FY26 adjusted EPS expected to be up in mid to high single digits. https://twitter.com/i/web/status/2016471377747018211"
X Link 2026-01-28T11:20Z 49.8K followers, [----] engagements

"$EXTR . Extreme Networks beats by $0.02 beats on revs; guides Q3 EPS in-line; guides FY26 EPS in-line (14.70 -0.50) Reports Q2 (Dec) earnings of $0.26 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $0.24; revenues rose 13.8% year/year to $317.9 mln vs the $312.32 mln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $0.23-0.25 vs. $0.24 FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $0.98-1.02 vs. $1.00 FactSet Consensus. https://twitter.com/i/web/status/2016488736918225125"
X Link 2026-01-28T12:29Z 49.8K followers, [----] engagements

"$GEV . GE Vernova reports Q4 (Dec) results beats on revs; raises FY26 revs guidance above consensus free cash flow guidance; raises outlook by 2028(692.70) Reports Q4 (Dec) earnings of $13.39 per share may not be comparable to the FactSet Consensus of $2.98; revenues rose 3.8% year/year to $10.96 bln vs the $10.22 bln FactSet Consensus. GAAP net income includes a $2.9 bln tax benefit due to a U.S. valuation allowance release. Orders of $22.2 bln +65% organically with growth in all segments. Backlog growth of $15.0 bln sequentially from equipment and services at Power and Electrification. Gas"
X Link 2026-01-28T12:31Z 49.7K followers, [----] engagements

"$APH . Amphenol beats by $0.04 beats on revs; guides Q1 EPS above consensus revs above consensus (166.25) Reports Q4 (Dec) earnings of $0.97 per share excluding non-recurring items $0.04 better than the FactSet Consensus of $0.93; revenues rose 49.1% year/year to $6.44 bln vs the $6.19 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $0.91-0.93 excluding non-recurring items vs. $0.89 FactSet Consensus; sees Q1 revs of $6.90-7.00 bln vs. $6.55 bln FactSet Consensus. https://twitter.com/i/web/status/2016497511788408963 https://twitter.com/i/web/status/2016497511788408963"
X Link 2026-01-28T13:04Z 49.8K followers, [----] engagements

"$TTMI . This stock rallied up to $100 this morning. and then. Mutomobo shows up๐Ÿ˜‚๐Ÿคฃ๐Ÿ“‰"
X Link 2026-01-28T15:04Z 49.7K followers, [----] engagements

"$NXT . A breakout following its earnings report from last night"
X Link 2026-01-28T15:09Z 49.7K followers, [----] engagements

"$EAT $CAKE . Eat Cake Not a bad idea. Is Cheesecake Factory the restaurant with a menu longer than the Gettysburg Address๐Ÿ˜‚๐Ÿคฃ"
X Link 2026-01-28T15:12Z 49.7K followers, [----] engagements

"@MalibuInvest $BROS "
X Link 2026-01-28T16:53Z 49.7K followers, [---] engagements

"$CLS . Celestica beats by $0.13 beats on revs; guides Q1 EPS above consensus revs above consensus; guides FY26 EPS above consensus revs above consensus (345.23 +12.06) Reports Q4 (Dec) earnings of $1.89 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.76; revenues rose 43.6% year/year to $3.65 bln vs the $3.48 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $1.95-$2.15 excluding non-recurring items vs. $1.82 FactSet Consensus; sees Q1 revs of $3.85-$4.15 bln vs. $3.63 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of"
X Link 2026-01-28T21:20Z 49.7K followers, [----] engagements

"$MTH . Meritage beats by $0.11 misses on revs; Expects full year [----] home closing volume and revenue to be consistent with full year [----] results (69.18-0.39) Reports Q4 (Dec) earnings of $1.67 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $1.56; revenues fell 11.9% year/year to $1.41 bln vs the $1.51 bln FactSet Consensus. Orders of [----] for the fourth quarter of [----] decreased 2% year-over-year primarily due to 18% lower average absorption pace to [---] per month from [---] per month which was nearly fully offset by an 18% increase in average communities."
X Link 2026-01-28T21:37Z 49.7K followers, [----] engagements

"$VIAV . Viavi beats by $0.03 beats on revs; guides MarQ EPS above consensus revs above consensus; announces restructuring plan which includes a 5% workforce reduction (21.03 +0.33) Reports Q2 (Dec) earnings of $0.22 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.19; revenues rose 36.4% year/year to $369.3 mln vs the $365.25 mln FactSet Consensus. Co issues upside guidance for Q3 (Mar) sees EPS of $0.22-0.24 excluding non-recurring items vs. $0.15 FactSet Consensus; sees Q3 revs of $386-400 mln vs. $353.50 mln FactSet Consensus. Restructuring Plan:Co"
X Link 2026-01-28T21:39Z 49.7K followers, [----] engagements

"$TMO . Thermo Fisher beats by $0.12 beats on revs (608.02) Reports Q4 (Dec) earnings of $6.57 per share excluding non-recurring items $0.12 better than the FactSet Consensus of $6.45; revenues rose 7.2% year/year to $12.21 bln vs the $11.95 bln FactSet Consensus. The company will provide [----] financial guidance during its earnings conference call this morning at 8:30 a.m. Eastern Time. "Throughout the year we effectively navigated the external environment and leveraged our PPI Business System to enable excellent operational performance. It was also a very active year for capital deployment as"
X Link 2026-01-29T11:03Z 49.7K followers, [----] engagements

"$HON . Honeywell beats by $0.05 misses on revs; guides FY26 EPS in-line revs in-line (216.64) Reports Q4 (Dec) earnings of $2.59 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.54; revenues rose 6.4% year/year to $9.76 bln vs the $9.96 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $10.35-10.65 excluding non-recurring items vs. $10.44 FactSet Consensus; sees FY26 revs of $38.8-39.8 bln vs. $39.64 bln FactSet Consensus. Honeywell Aerospace Spin-Off Now Expected in Third Quarter 2026"
X Link 2026-01-29T11:05Z 49.7K followers, [----] engagements

"$TT . Trane beats by $0.05 beats on revs; guides FY26 EPS in-line revs above consensus (394.20) Reports Q4 (Dec) earnings of $2.86 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.81; revenues rose 5.6% year/year to $5.14 bln vs the $5.09 bln FactSet Consensus.Strong bookings of $5.8 billion up [--] percent; organic bookings up [--] percent. Book-to-bill was [---] percent global Commercial HVAC book-to-bill was [---] percent. Co issues guidance for FY26 sees EPS of $14.65-14.85 excluding non-recurring items vs. $14.76 FactSet Consensus; sees FY26 revsgrowth of"
X Link 2026-01-29T11:13Z 49.7K followers, [----] engagements

"$PHM . PulteGroup reports Q4 (Dec) results beats on revs (123.27) Reports Q4 (Dec) earnings of $2.56 per share may not be comparable to the FactSet Consensus of $2.82; revenues fell 6.3% year/year to $4.61 bln vs the $4.34 bln FactSet Consensus.Reported net income for the period includes: a pre-tax charge of $81 million or $0.31 per share associated with the intended divestiture of certain manufacturing assets; pre-tax land impairment charges totaling $35 million or $0.14 per share; and a pre-tax insurance benefit of $34 million or $0.13 per share. Net New Orders increased 4% to [----] homes"
X Link 2026-01-29T12:36Z 49.7K followers, [----] engagements

"@VenkatP1359 $AU $ORLA . The melt-up continues. Put AngloGold Ashanti on leader list last July at $46.71. an amazing run"
X Link 2026-01-29T12:51Z 49.7K followers, [---] engagements

"$MA . Mastercard beats by $0.51 reports revs in-line (521.37) Reports Q4 (Dec) earnings of $4.76 per share excluding non-recurring items $0.51 better than the FactSet Consensus of $4.25; revenues rose 17.5% year/year to $8.8 bln vs the $8.78 bln FactSet Consensus. Gross dollar volume growth of 7% on a local currency basis to $2.8 trillion. Cross-border volume growth of 14% on a local currency basis. Switched transactions growth of 10%. Total operating expenses increased 10% as compared to the same period in [----] primarily due to higher general and administrative expenses (which was tempered"
X Link 2026-01-29T13:14Z 49.7K followers, [----] engagements

"$WFRD $TDW $OII $WMB . there is something happening here. what it is"
X Link 2026-01-29T15:07Z 49.8K followers, [----] engagements

"$IBM $GM . This is really starting to have a 1960s feel to it๐Ÿ˜‚๐Ÿคฃ. Go Big Blue"
X Link 2026-01-29T15:10Z 49.7K followers, [----] engagements

"@VenkatP1359 $TTMI Yes indeed a few of its pack leaders got whacked this week . . Sanmina and Celestica"
X Link 2026-01-29T19:35Z 49.7K followers, [---] engagements

"$KLAC . KLA Corporation beats by $0.06 beats on revs; guides Q3 EPS in-line revs in-line (1684.71 +57.51) Reports Q2 (Dec) earnings of $8.85 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $8.79; revenues rose 7.1% year/year to $3.3 bln vs the $3.25 bln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $8.30-9.86 excluding non-recurring items vs. $8.97 FactSet Consensus; sees Q3 revs of $3.20-3.50 bln vs. $3.29 bln FactSet Consensus.GAAP gross margin is expected to be in a range of 60.62% +/- 1.00%. Non-GAAP gross margin is expected to be in a"
X Link 2026-01-29T21:10Z 49.7K followers, [----] engagements

"$SNDK . Not a typo. Sandisk beats by $2.58 beats on revs; guides Q3 EPS above consensus revs above consensus (539.30 +11.67) Reports Q2 (Dec) earnings of $6.20 per share $2.58 better than the FactSet Consensus of $3.62; revenues rose 61.2% year/year to $3.02 bln vs the $2.69 bln FactSet Consensus. Non-GAAP gross margin of 51.1% up [----] ppt qtr/qtr. Datacenter revenue was up 64% sequentially driven by strong adoption among AI infrastructure builders semi-custom customers and technology companies deploying AI at scale. Co issues upside guidance for Q3 sees EPS of $12.00-$14.00 excluding"
X Link 2026-01-29T21:15Z 49.7K followers, 15.7K engagements

"$DECK . Deckers Outdoor beats by $0.56 beats on revs; guides FY26 EPS above consensus revs above consensus (99.87 +2.25) Reports Q3 (Dec) earnings of $3.33 per share excluding non-recurring items $0.56 better than the FactSet Consensus of $2.77; revenues rose 7.1% year/year to $1.96 bln vs the $1.87 bln FactSet Consensus. HOKA brand net sales increased 18.5% to $628.9 million compared to $530.9 million. UGG brand net sales increased 4.9% to $1.305 billion compared to $1.244 billion. Co issues upside guidance for FY26 sees EPS of $6.80-$6.85 excluding non-recurring items vs. $6.41 FactSet"
X Link 2026-01-29T21:16Z 49.8K followers, [----] engagements

"$AAPL . Apple beats by $0.17 beats on revs; iPhone revenues well above estimates; China revenue surges 38% (258.01 +1.57) Reports Q1 (Dec) earnings of $2.84 per share excluding non-recurring items $0.17 better than the FactSet Consensus of $2.67; revenues rose 15.7% year/year to $143.76 bln vs the $138.39 bln FactSet Consensus. Apple reports Q1 (Dec) iPhone revenue of $85.3 bln vs. $78.65 bln Wall Street ests Apple reports Q1 (Dec) Services revenue of $30.01 bln vs. $30.07 bln Wall Street ests. Co reports Q1 (Dec) gross margin 48.2% versus 47.5% Wall Street ests. Co reports Q1 (Dec) China"
X Link 2026-01-29T21:54Z 49.7K followers, [----] engagements

"$GEV . GE Vernova Files For Mixed Shelf Offering Size Not Disclosed"
X Link 2026-01-29T22:46Z 49.7K followers, [----] engagements

"$BZH . Beazer Homes misses by $0.43 misses on revs(24.21+0.63) Reports Q1 (Dec) loss of $0.90 per share excluding non-recurring items $0.43 worse than the FactSet Consensus of ($0.47); revenues fell 22.5% year/year to $363.5 mln vs the $423.39 mln FactSet loss was $32.6 million or net loss of $1.13 per diluted share. This included a litigation-related charge recognized during the first fiscal quarter which reduced diluted earnings per share by $0.23. Orders. Net new orders for the first quarter decreased to [---] down 18.1% from [---] in the prior year quarter driven by a 21.1% decrease in sales"
X Link 2026-01-30T00:15Z 49.8K followers, [----] engagements

"$GRAL . GRAIL submits FDA premarket approval application for Galleri multi-cancer early detection test (100.98) GRAIL submitted the final module of its Premarket Approval (PMA) application to the U.S. Food and Drug Administration for the Galleri multi-cancer early detection test marking a pivotal regulatory milestone.The test holds Breakthrough Device designation (granted in 2018) which can facilitate prioritized FDA review for technologies addressing unmet medical needs. PMA is supported by performance and safety data from [-----] participants in the U.S. PATHFINDER [--] study (one-year"
X Link 2026-01-30T09:44Z 49.8K followers, [----] engagements

"$RIO . Rio Tinto strengthens low-carbon aluminium footprint through joint acquisition of CBA stake (95.13) Rio Tinto and Aluminum Corporation of China Limited (Chalco) agreed to acquire Companhia Brasileira de Alumnio (CBA) via a JV owned 33% by Rio Tinto / 67% by Chalco purchasing Votorantim's 68.596% controlling stake. All-cash price of R$10.50 per share implies a 21.2% premium to the 20-day VWAP; values Votorantim's stake at $902.6 mln (Rio Tinto pro-rata $297.8 mln) subject to approvals and closing conditions. CBA is a vertically integrated low-carbon aluminium platform in Brazil powered"
X Link 2026-01-30T09:49Z 49.7K followers, [----] engagements

"$CL . brush your teeth. Colgate-Palmolive beats by $0.04 beats on revs; guides FY26 revs in-line (85.24) Reports Q4 (Dec) earnings of $0.95 per share excluding non-recurring items $0.04 better than the FactSet Consensus of $0.91; revenues rose 5.8% year/year to $5.23 bln vs the $5.12 bln FactSet Consensus. Outlok: Based on current spot rates and including the estimated impact of tariffs announced and finalized as of January [--] 2026: The Company expects net sales to be up 2% to 6% including a low-single-digit positive impact from foreign issues in-line guidance for FY26 sees FY26 revs of +2-6%"
X Link 2026-01-30T12:06Z 49.8K followers, [----] engagements

"$AXP . American Express misses by $0.01 reports revs in-line; guides FY26 EPS in-line revs in-line (358.50) Reports Q4 (Dec) earnings of $3.53 per share excluding non-recurring items $0.01 worse than the FactSet Consensus of $3.54; revenues rose 10.5% year/year to $18.98 bln vs the $18.93 bln FactSet Consensus. Total Billed Business: +8% for Goods & Services +8% for Travel & Entertainment. Transaction Growth of 9%. Dividend Increase: Plans to increase quarterly dividend per common share by 16% to $0.95. Co issues in-line guidance for FY26 sees EPS of $17.30-$17.90 vs. $17.44 FactSet"
X Link 2026-01-30T12:07Z 49.7K followers, [----] engagements

"$SOFI . SoFi Technologies beats by $0.01 beats on revs; guides Q1 EPS in-line revs in-line; guides FY26 EPS above consensus revs above consensus (24.36-0.24) Reports Q4 (Dec) earnings of $0.13 per share $0.01 better than the FactSet Consensus of $0.12; revenues rose 39.6% year/year to $1.03 bln vs the $0.98 bln FactSet Consensus.SoFi added a record [-------] members in the fourth quarter of [----] bringing total members to [----] million up 35% from [----] million at the end of the same prior year period. Co issues in-line guidance for Q1 sees EPS of $0.12 excluding non-recurring items vs. $0.12"
X Link 2026-01-30T12:12Z 49.8K followers, [----] engagements

"$SNY . Sanofi: EU Rezurock recommended for EU approval by the CHMP to treat chronic graft-vs-host disease (46.20) The European Medicines Agency's Committee for Medicinal Products for Human Use has adopted a positive opinion recommending the conditional marketing authorisation of Rezurock (belumosudil) in the EU for the treatment of adults and in children aged [--] years and older with a body weight of at least [--] kg with chronic graft-versus-host disease. The medicine is to be used when other treatment options provide limited clinical benefit are not suitable or have been exhausted. This"
X Link 2026-01-30T12:15Z 49.7K followers, [----] engagements

"$CHTR . Charter Comm beats by $0.59 reports revs in-line(191.52) Reports Q4 (Dec) earnings of $10.34 per share $0.59 better than the FactSet Consensus of $9.75; revenues fell 2.3% year/year to $13.6 bln vs the $13.73 bln FactSet Consensus.Fourth quarter total Internet customers declined by [------]. As of December [--] [----] Charter served [----] million Internet customers. Fourth quarter total mobile lines1 increased by [------]. As of December [--] [----] Charter served [----] million mobile lines. Charter currently expects full year [----] capital expenditures to total approximately $11.4 billion."
X Link 2026-01-30T12:49Z 49.7K followers, [----] engagements

"$IESC . IES Hldgs (NASDAQ:IESC) reported quarterly earnings of $3.71 per share which missed the analyst consensus estimate of $3.82 by [----] percent. This is a [-----] percent increase over earnings of $2.64 per share from the same period last year. The company reported quarterly sales of $871.000 million which missed the analyst consensus estimate of $876.000 million by [----] percent. This is a [-----] percent increase over sales of $749.500 million the same period last year. https://twitter.com/i/web/status/2017220584166568397 https://twitter.com/i/web/status/2017220584166568397"
X Link 2026-01-30T12:57Z 49.7K followers, [----] engagements

"@epictrades1 $RR there was news with Microsoft & it rallied. They did a secondary (of course) and the stock sold off then the deal with Mr. Softy was challenged & down the crapper it went some folks will do anything for money๐Ÿ˜‚๐Ÿคฃ"
X Link 2026-01-31T00:48Z 49.7K followers, [----] engagements

"@Roiet549111 $WDC $SNDK $MU $STX Yes they have run hard but its all over now right"
X Link 2026-01-31T01:17Z 49.7K followers, [---] engagements

"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 61% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 143% in 2026"
X Link 2026-01-31T11:42Z 49.7K followers, [----] engagements

"#2 SEMICONDUCTOR EQUIPMENT The semiconductor equipment industry group is the second best performing group in [----]. This group has advanced 26% year to date. Ultra Clean Holdings (UCTT) is the top performing stock in this industry group and it has advanced 72% in 2026"
X Link 2026-01-31T11:46Z 49.8K followers, [----] engagements

"#3 MINING METALS The mining metals industry group is the third best performing group in [----]. This group has advanced 25% year to date. Uranium Fuels (UUUU) is the top performing stock in this industry group and it has advanced 54% in 2026"
X Link 2026-01-31T11:47Z 49.8K followers, [----] engagements

"@RayDalio A terrible choice as he is compromised"
X Link 2026-02-01T18:41Z 49.7K followers, [----] engagements

"@Crismo999 @RayDalio ๐Ÿ˜‚๐Ÿคฃ ya know that the next fed governor will do what the administration wants the markets over reaction to the announcement on Friday was a grift . Errrr . Gift๐Ÿ‘๐Ÿ‘๐Ÿ’ฏ๐Ÿ“ˆ especially the metals I expect a rebound this week"
X Link 2026-02-01T19:42Z 49.7K followers, [---] engagements

"$RVTY . Revvity beats by $0.13 beats on revs; guides FY26 EPS above consensus revs above consensus (108.80) Reports Q4 (Dec) earnings of $1.70 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.57; revenues rose 5.9% year/year to $772.1 mln vs the $764.35 mln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $5.35-5.45 vs. $5.32 FactSet Consensus; sees FY26 revs of $2.96-2.99 bln vs. $2.93 bln FactSet Consensus. https://twitter.com/i/web/status/2018282794171187458 https://twitter.com/i/web/status/2018282794171187458"
X Link 2026-02-02T11:18Z 49.7K followers, [----] engagements

"$SNY . Sanofi reports venglustat met primary endpoints in phase [--] type [--] Gaucher disease study (47.04) Sanofi reported that oral venglustat met the primary endpoint and three of four key secondary endpoints in the LEAP2MONO phase [--] study in adults and pediatric patients (12+) with neurological manifestations of type [--] Gaucher diseaseStudy results showed statistically significant improvement in neurological symptoms versus enzyme replacement therapy at week [--] with comparable outcomes on non-neurological measures including spleen and liver volume and hemoglobin Company will pursue global"
X Link 2026-02-02T11:22Z 49.8K followers, [----] engagements

"$DIS . Walt Disney beats by $0.06 beats on revs; provides outlook (112.80) Reports Q1 (Dec) earnings of $1.63 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $1.57; revenues rose 5.2% year/year to $25.98 bln vs the $25.7 bln FactSet Consensus. Guidance and Outlook: Q2 Fiscal 2026: Entertainment:Segment OI comparable to Q2 fiscal [----] SVOD operating income of approximately $500 million an increase of approximately $200 million compared to Q2 fiscal [----] Sports:Comparable revenue to Q2 fiscal [----] and a decline in segment OI of $100 million reflecting higher"
X Link 2026-02-02T12:02Z 49.7K followers, [----] engagements

"$DVN $CTRA . Devon Energy and Coterra Energy (CTRA) to combine in all-stock merger creating large-cap shale operator (40.21) Devon Energy and Coterra Energy have agreed to merge in an all-stock transaction forming a combined company to be named Devon Energy and headquartered in Houston with a continued presence in Oklahoma CityTransaction is expected to create a premier Delaware Basin--focused E&P with more than [--] years of high-quality inventory pro forma production above [---] mln boe/d and durable free cash flow generation Companies project $1.0 bln in annual pre-tax synergies by year-end"
X Link 2026-02-02T12:06Z 49.8K followers, [----] engagements

"$TWST . Nice report. don't get it twisted. Twist Bioscience reports Q1 results; beats on revs; guides Q2 revs above consensus; guides FY26 revs above consensus (41.07) Reports Q1 (Dec) Adjusted EBITDA of ($13.4 mln); revenues rose 16.9% year/year to $103.7 mln vs the $101.88 mln FactSet Consensus. Co issues upside guidance for Q2 sees Q2 revs of $107-108 mln vs. $104.71 mln FactSet Consensus. Co issues upside guidance for FY26 sees FY26 revs of $435-440 mln vs. $432.34 mln FactSet Consensus. https://twitter.com/i/web/status/2018301657327751417"
X Link 2026-02-02T12:33Z 49.7K followers, [----] engagements

"$NSSC . Napco Security Systems beats by $0.06 reports revs in-line; Increases quarterly dividend by 7%(36.89) Reports Q2 (Dec) earnings of $0.38 per share $0.06 better than the FactSet Consensus of $0.32; revenues rose 12.4% year/year to $48.2 mln vs the $47.8 mln FactSet Consensus. Recurring service revenue increased 12.5% YoY to $23.8 million with a 90.2% gross margin. The Board declared a quarterly dividend of $0.15 per share a 7% increase from last quarter payable on April [--] [----] to shareholders of record on March [--] [----]. Addition of Chief Revenue Office:The Company announced that Joseph"
X Link 2026-02-02T12:38Z 49.7K followers, [----] engagements

"@AndyFanter $DUK . Put a sweater and jacket on inside your homes๐Ÿ˜‚๐Ÿคฃ๐Ÿคฃ๐Ÿ˜‚. This is mandatory. and not a request๐Ÿคฃ๐Ÿ˜‚"
X Link 2026-02-02T12:56Z 49.7K followers, [---] engagements

"$CIEN . Breaking gout of ascending base pattern"
X Link 2026-02-02T17:11Z 49.8K followers, [----] engagements

"$WWD . Woodward beats by $0.52 beats on revs; raises FY26 EPS and revenue guidance above consensus (327.25 +9.41) Reports Q1 (Dec) earnings of $2.17 per share excluding non-recurring items $0.52 better than the FactSet Consensus of $1.65; revenues rose 28.8% year/year to $996 mln vs the $890.11 mln FactSet Consensus. Co issues upside guidance for FY26 raises EPS to $8.20-8.60 excluding non-recurring items vs. $8.04 FactSet Consensus and vs. $7.50-8.00 prior guidance; raises FY26 revenue growth to +14-18% yr/yr from +7-12% which computes as $4.07-4.21 bln vs. $3.96 bln FactSet Consensus."
X Link 2026-02-02T21:06Z 49.7K followers, [----] engagements

"$FN . This stock is F'N dumping๐Ÿ˜ข๐Ÿ“‰. Fabrinet beats by $0.11 beats on revs; guides Q3 EPS above consensus revs above consensus (499.61 +10.17) Reports Q2 (Dec) earnings of $3.36 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $3.25; revenues rose 35.9% year/year to $1.13 bln vs the $1.08 bln FactSet Consensus. Co issues upside guidance for Q3 sees EPS of $3.45-3.60 excluding non-recurring items vs. $3.43 FactSet Consensus; sees Q3 revs of $1.15-1.20 bln vs. $1.13 bln FactSet Consensus. https://twitter.com/i/web/status/2018434575110996330"
X Link 2026-02-02T21:21Z 49.7K followers, [----] engagements

"$RMBS . "Down Goes Frazier.errrr. Rambus. Rambus Reports Fourth Quarter and Fiscal Year [----] Financial Results (113.71 -0.12) Rambus Inc. (RMBS) a provider of industry-leading chips and IP making data faster and safer today reported financial results for the fourth quarter ended December [--] [----]. GAAP revenue for the fourth quarter was $190.2 million licensing billings were $71.5 million product revenue was $96.8 million and contract and other revenue was $21.8 million. The Company also generated $99.8 million in cash from operating activities in the fourth quarter."
X Link 2026-02-02T21:28Z 49.7K followers, [----] engagements

"$TER . blowout. Teradyne beats by $0.42 beats on revs; guides Q1 EPS above consensus revs above consensus(249.53+8.48) Reports Q4 (Dec) earnings of $1.80 per share excluding non-recurring items $0.42 better than the FactSet Consensus of $1.38; revenues rose 43.9% year/year to $1.08 bln vs the $0.98 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $1.89-2.25 excluding non-recurring items vs. $1.29 FactSet Consensus; sees Q1 revs of $1.15-1.25 bln vs. $938.72 mln FactSet Consensus. "Our Q4 results were above the high end of our guidance range fueled by AI-related demand in"
X Link 2026-02-02T21:56Z 49.7K followers, [----] engagements

"$MRAM . Everspin Technologies discloses that Avalanche Technology has filed a lawsuit against MRAM (13.24 +0.25) Co discloses it hasreceived notice that Avalanche Technology filed a lawsuit against the company in the US District Court for the District of Delaware and a patent infringement complaint with the US International Trade Commission Investigation. The complaints assert that the co's Spin-transfer Torque Magnetoresistive Random Access Memory products infringe Avalanche's U.S. Patent Nos. [-------] [-------] [--------] and [--------]. The claims in the Complaints do not implicate the Company's"
X Link 2026-02-02T22:44Z 49.7K followers, [----] engagements

"@MeisseliMeno $MRAM . Yeah. I do not believe it is a big issue. More important is their sales & earnings growth cash flow return on investment and shares sold short. They should be OK"
X Link 2026-02-03T11:10Z 49.7K followers, [---] engagements

"$PEP . Coke no Pepsi. PepsiCo beats by $0.02 beats on revs; reaffirms outlook; announces dividend increase and new share repurchase program (155.20) Reports Q4 (Dec) earnings of $2.26 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $2.24; revenues rose 5.6% year/year to $29.34 bln vs the $28.98 bln FactSet Consensus. For [----] the Company continues to expect:Organic revenue to increase between [--] and 4%; Core constant currency EPS to increase between [--] and 6%; Capital spending to be below 5% of net revenue; and A free cash flow conversion ratio of at least"
X Link 2026-02-03T11:21Z 49.8K followers, [----] engagements

"$BALL. Ball Corp beats by $0.01 beats on revs (56.69 -0.18) Reports Q4 (Dec) earnings of $0.91 per share excluding non-recurring items $0.01 better than the FactSet Consensus of $0.90; revenues rose 16.2% year/year to $3.35 bln vs the $3.11 bln FactSet Consensus. Completed acquisition of majority stake in Benepack. https://twitter.com/i/web/status/2018646503544573952 https://twitter.com/i/web/status/2018646503544573952"
X Link 2026-02-03T11:23Z 49.7K followers, [----] engagements

"$ETN . Eaton beats by $0.02 reports revs in-line; guides Q1 EPS below consensus; guides FY26 EPS in-line (359.44) Reports Q4 (Dec) earnings of $3.33 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $3.31; revenues rose 13.1% year/year to $7.05 bln vs the $7.09 bln FactSet Consensus.Fourth quarter record segment margins of 24.9% above the high end of guidance Co issues downside guidance for Q1 sees EPS of $2.65-2.85 vs. $3.01 FactSet growth of 7-9% Segment margins of 24.6-25.0% Co issues in-line guidance for FY26 sees EPS of $13.00-13.50 vs. $13.49 FactSet"
X Link 2026-02-03T11:36Z 49.8K followers, [----] engagements

"$MPLX . MPLX LP beats by $0.11 beats on revs (55.32) Reports Q4 (Dec) earnings of $1.17 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $1.06; revenues rose 6.2% year/year to $3.25 bln vs the $3.18 bln FactSet Consensus. Co announced [----] organic growth capital plan of $2.4 bln. https://twitter.com/i/web/status/2018650228010963129 https://twitter.com/i/web/status/2018650228010963129"
X Link 2026-02-03T11:38Z 49.7K followers, [----] engagements

"$XOM . The Landman Trade.๐Ÿคฃ. Exxon Mobil target raised to $145 at TD Cowen (138.36) TD Cowen raises their XOM tgt to $145 from $135. Analyst Jason Gabelman said "XOM underperformed off its print after a strong ytd run with chems disappointing and guide for elevated 1Q26 maintenance. However medium-term guidance was unchanged while FY26 Permian production appears light. M&A was not discussed though we wonder if the timing is right to execute another transaction given XOM equity strength. Maintain Top Pick raise PT to $145." https://twitter.com/i/web/status/2018650498585526273"
X Link 2026-02-03T11:39Z 49.7K followers, [----] engagements

"$CPRI . Its in the bag๐Ÿคฃ๐Ÿ˜‚. Capri Holdings beats by $0.03 beats on revs; guides FY26 EPS in-line revs in-line (23.14) Reports Q3 (Dec) earnings of $0.81 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.78; revenues fell 4.0% year/year to $1.02 bln vs the $1 bln FactSet Consensus. Co narrowsguidance for FY26 sees EPS of $1.30 to $1.40 from $1.20 to $1.40 excluding non-recurring items vs. $1.38 FactSet Consensus; sees FY26 revs of $3.45 bln to $3.475 bln from $3.375 bln to $3.45 bln vs. $3.46 bln FactSet Consensus."
X Link 2026-02-03T11:55Z 49.7K followers, [----] engagements

"$PNR . Pentair beats by $0.02 beats on revs; guides Q1 EPS below consensus revs below consensus; guides FY26 EPS in-line revs in-line (105.51) Reports Q4 (Dec) earnings of $1.18 per share $0.02 better than the FactSet Consensus of $1.16; revenues rose 4.9% year/year to $1.02 bln vs the $1.01 bln FactSet Consensus. Co issues downside guidance for Q1 sees EPS of $1.15-$1.18 excluding non-recurring items vs. $1.23 FactSet Consensus; sees Q1 revs growth of 1-2% equating to revenue of $1.02-$1.03 bln vs. $1.05 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $5.25-$5.40"
X Link 2026-02-03T11:58Z 49.7K followers, [----] engagements

"$GLXY . Galaxy Digital misses by $0.09 misses on revs (26.44) Reports Q4 (Dec) loss of $1.08 per share $0.09 worse than the FactSet Consensus of ($0.99); revenues fell 37.4% year/year to $10.24 bln vs the $12.01 bln FactSet Consensus. Digital Assets generated adjusted gross profit of $51 million and adjusted EBITDA of $(29) million reflecting a softer macro environment and lower industry trading volumes and onchain activity https://twitter.com/i/web/status/2018657009890128110 https://twitter.com/i/web/status/2018657009890128110"
X Link 2026-02-03T12:05Z 49.7K followers, [----] engagements

"$HUBB . Hubbell beats by $0.02 reports revs in-line; guides FY26 EPS in-line revs in-line (495.59) Reports Q4 (Dec) earnings of $4.73 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $4.71; revenues rose 11.9% year/year to $1.49 bln vs the $1.49 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $19.15-19.85 vs. $19.85 FactSet Consensus; sees FY26 revs of $7-9% yr/yr to $6.25-6.37 bln vs. $6.3 bln FactSet Consensus. https://twitter.com/i/web/status/2018664834565574811 https://twitter.com/i/web/status/2018664834565574811"
X Link 2026-02-03T12:36Z 49.8K followers, [----] engagements

"@gmorton512 $TER $PLTR $DVA $FN $GLXY $PYPL $RMBS . Yo Greg. ya might say that we are seeing a sequel. to the Good The Bad and the Ugly"๐Ÿ˜‚๐Ÿคฃ"
X Link 2026-02-03T13:29Z 49.7K followers, [---] engagements

"@epictrades1 $IMNM . A long term hold thank you very much"
X Link 2026-02-03T14:19Z 49.8K followers, [---] engagements

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