@NickeNumbers NickeNumbers

NickeNumbers posts on X about if you, $nvda, $tsm, $amat the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

[--] Week [-----] -11%
[--] Month [-----] +151%
[--] Months [-------] +259%
[--] Year [-------] -63%

Mentions: [--] #

[--] Week [--] no change
[--] Month [--] +58%
[--] Months [---] +242%
[--] Year [---] +100%

Followers: [---] #

[--] Week [---] +1.10%
[--] Month [---] +0.56%
[--] Months [---] +2.60%
[--] Year [---] +8.10%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 94% technology brands 69% cryptocurrencies 16% countries 14% finance 14% celebrities 1%

Social topic influence if you 80%, $nvda 37%, $tsm #178, $amat #266, $lrcx #75, $asml #109, asml #228, $amzn 19%, $amd 18%, $txn 15%

Top accounts mentioned or mentioned by @lamresearch @cloudflare @asmlcompany @tokyoelectronus @applied4tech @appliedtech @disney @tinder @hinge @nvidia @snowflakedb @bankofamerica @dwarkeshsp @cisco @martinmarietta @eastdakota @walmart @mongodb @crowdstrike @wellsfargo

Top assets mentioned NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Applied Materials, Inc. (AMAT) Lam Research Corporation (LRCX) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Texas Instruments (TXN) Alphabet Inc Class A (GOOGL) Eagle Materials, Inc. (EXP) Vulcan Materials Company (VMC) #MLM (#MLM) Microsoft Corp. (MSFT) Metadium (META) Micron Technology, Inc. (MU) Basis Cash (BAC) Apple, Inc. (AAPL) Wells Fargo & Co (WFC) JPMorgan Chase (JPM) Cloudflare, Inc. (NET) Zscaler Inc (ZS) Crowdstrike Holdings Inc (CRWD) D R Horton Inc (DHI) Broadcom, Inc. (AVGO) DisChain (DIS) Netflix Inc (NFLX) Oracle Corporation (ORCL) Walmart, Inc. (WMT) Costco Hot Dog (COST) Snowflake Inc. (SNOW) Palo Alto Networks Inc (PANW) PulteGroup, Inc. (PHM) Lennar Corporation (LEN) Green Brick Partners, Inc (GRBK) Toll Brothers, Inc. (TOL) Comcast Corporation (CMCSA) MongoDB, Inc. (MDB) Akamai Technologies, Inc. (AKAM) Intel Corporation (INTC) Match Group Inc (MTCH) SuperWalk (GRND) Bumble Inc. (BMBL) Fortinet Inc (FTNT) Confluent, Inc. (CFLT) Bank of America (BAC) Amrize Ltd (AMRZ) Cisco Systems Inc (CSCO) Analog Devices, Inc. (ADI) Summit Materials, Inc. Class A Common Stock (SUM) Cemex S.A.B. de C.V. (CX) Uber Technologies, Inc. (UBER) Lyft, Inc. Class A Common Stock (LYFT) Dash (DASH) Fastly, Inc. (FSLY) Circle Internet Group, Inc. (CRCL) Home Depot, Inc. (HD) Lowes Companies Inc (LOW)

Top Social Posts

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

"Revenue by Region/Quarter for @Cloudflare and count of Customers $100000 Annualized Revenue Long $NET APAC & Other are bulking up 🤩 Lets Gooo 🤔- $CRWD $PANW $ZS $AKAM If you enjoy pls❤and Repost♻"
X Link 2026-02-10T21:30Z [---] followers, [---] engagements

"Segment Revenue by calendar Qtr for Eagle Materials🦅 with net profit margin. Comps- $VMC $MLM $AMRZ $EXP capital allocation motion is excellent 👏👍 If you enjoy pls❤and Repost"
X Link 2025-10-30T11:23Z [---] followers, [---] engagements

"Semicap Qtrly Revenue Percentage to China. Updated with @ASMLcompany @AppliedTech @LamResearch @TokyoElectronUS earnings print 📰. $AMAT is the least indexed to CN. 🤔- $ASML $AMAT $LRCX $TOELY $NVDA $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2025-11-13T21:21Z [---] followers, [---] engagements

"Remarkable video @LamResearch 👏🏽 🤔- $LRCX $NVDA $AMAT $TSM $MU $INTC $AMD If you enjoy pls❤and Repost♻. https://youtu.be/dO7Q0e1przYsi=BjIZiptsxg921D0K https://youtu.be/dO7Q0e1przYsi=BjIZiptsxg921D0K"
X Link 2025-11-18T14:22Z [---] followers, [---] engagements

"12/1 newsletter- $EXP $VMC Cement in the USA🤔 @ilyasut 🤩 w/ @dwarkesh_sp Less is more in investing📡 Pls❤and Repost♻ https://nickenumbers.substack.com/p/12125-usa-cement-ilya-sutskever-less https://nickenumbers.substack.com/p/12125-usa-cement-ilya-sutskever-less"
X Link 2025-12-01T13:46Z [---] followers, [---] engagements

"Revenue by Qtr for @LamResearch with net profit margin. $LRCX revenue & margins look excellent. 🤔- $NVDA $AMAT $TSM $ASML If you enjoy pls❤and Repost♻"
X Link 2026-01-28T21:13Z [---] followers, [---] engagements

"Revenue by Geography for @LamResearch More diversity in revenue source this q for $LRCX similar to $ASML. 🤔- $LRCX $NVDA $AMAT $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2026-01-28T21:16Z [---] followers, [---] engagements

"Metrics for @PulteHomes updated with today's earnings print 📰 $PHM is navigating just fine. 🤔👷🏾♀- $DHI $LEN $PHM $GRBK $TOL If you enjoy pls❤and Repost♻"
X Link 2026-01-29T20:26Z [---] followers, [--] engagements

"Quarterly Revenue by Segment and Net Income Margin for Match Group Parent of @Tinder & @hinge $MTCH is growing revenue again and margin. 😊 🤔- $GRND $BMBL $META If you enjoy pls❤and Repost♻"
X Link 2026-02-03T21:27Z [---] followers, [---] engagements

"Quarterly Payers by Segment for Match Group Parent of @Tinder & @hinge Stabilization happening at $MTCH 🤔- $GRND $BMBL $METAIf you enjoy pls💓. ♻"
X Link 2026-02-03T21:34Z [---] followers, [---] engagements

"Revenue by Geography for @TokyoElectronUS China down the most in [--] years but remains the largest buyer this q for $TOELY . 🤔- $LRCX $NVDA $AMAT $TSM $AMD $TXN If you enjoy pls❤and Repost♻.🙏🏼"
X Link 2026-02-06T15:57Z [---] followers, [---] engagements

"@TheRealJunto @zoomyzoomm So I will mark you down as neutral on Gertstner"
X Link 2026-02-07T19:19Z [---] followers, [--] engagements

"2/9 newsletter- $MU $AAPL DRAMpocalypse💿 @elonmusk 🗣 w @dwarkesh_sp Do Nothing Investing 🥱💤 Pls❤and Repost♻ https://nickenumbers.substack.com/p/2926-drampocalypse-elon-musk-do-nothing https://nickenumbers.substack.com/p/2926-drampocalypse-elon-musk-do-nothing"
X Link 2026-02-09T14:35Z [---] followers, [---] engagements

"Revenue for 1/26 #TSMC 🤩 $TSM Revenue for 1/26 up 20% vs 12/25 and UP🔼🔼 37% vs 1/25. 🤔Positive for- $NVDA $AMAT $LRCX $ASML If you enjoy pls❤and Repost♻"
X Link 2026-02-10T13:15Z [---] followers, [--] engagements

"Revenue by Quarter for @Cloudflare with Operating Cash flow. Beautiful & strong operating cash flow Long $NET 🫡 🤔- $CRWD $PANW $ZS $AKAM If you enjoy pls❤and Repost♻"
X Link 2026-02-10T21:23Z [---] followers, [---] engagements

"Quarterly Revenue by Segment for @Cisco w/ net income margin. Decent Q for $CSCO . 🤔- $TSM $NVDA $AMD $AVGO If you enjoy pls❤and Repost♻"
X Link 2026-02-11T21:19Z [---] followers, [---] engagements

"Quarterly Revenue by Geography for @Applied4Tech China is down this q (30% of total) for $AMAT . Taiwan and Korea are the next largest. 🤔- $LRCX $NVDA $AMAT $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2026-02-12T21:32Z [---] followers, [--] engagements

"Revenue by calendar Qtr for Vulcan Materials . Comps- $MLM $EXP $VMC capital allocation motion is excellent 👏👍 If you enjoy pls❤and Repost"
X Link 2025-11-03T15:34Z [---] followers, [---] engagements

"Revenue by calendar Qtr for @MartinMarietta . Comps- $VMC $EXP $MLM is executing very well 👏👍 If you enjoy pls❤and Repost"
X Link 2025-11-04T13:29Z [---] followers, [---] engagements

"Revenue by quarter for @Disney after earnings 🗞 $DIS rev growth fair not great 🤨 🤔- $NFLX $CMCSA $AMZN If you enjoy pls❤and Repost♻"
X Link 2026-02-02T15:11Z [---] followers, [---] engagements

"GAAP Diluted EPS for @Disney over time. (And moving average) $DIS EPS looking . meh. BTW who is the next CEO 🤔- $NFLX $CMCSA $AMZN $GOOG If you enjoy pls❤and Repost♻"
X Link 2026-02-02T15:14Z [---] followers, [---] engagements

"Revenue by calendar Qtr for @MartinMarietta . Comps- $VMC $EXP $MLM results were meh_()_/ If you enjoy pls❤and Repost"
X Link 2026-02-11T14:36Z [---] followers, [--] engagements

"Quarter Revenue by Segment for @Applied4Tech with net income margin after the earnings print 🗞 $AMAT has excellent execution. 🤔- $LRCX $TSM $ASML $NVDA If you enjoy pls❤and Repost♻"
X Link 2026-02-12T21:31Z [---] followers, [---] engagements

"Quarterly YoY Revenue Growth Rate. Only [--] are high growth. Updated today with @Cloudflare @Akamai @Fortinet @Fastly earnings print 📰. Mentions- $NET $FSLY $ZS $FTNT $AKAM If you enjoy pls❤and Repost♻"
X Link 2025-11-06T21:17Z [---] followers, [---] engagements

"Revenue for 10/25 #TSMC 🤩 $TSM Revenue for 10/25 up 11% vs 9/25 and UP🔼🔼 17% vs 10/24. 🤔Positive for- $NVDA $AMAT $LRCX $ASML If you enjoy pls❤and Repost♻"
X Link 2025-11-10T13:59Z [---] followers, [--] engagements

"Excellent visual @circle 🤩 Growing TAM and Circle has growing market share. 🤔Positive for- $CRCL $VISA $AMZN If you enjoy pls❤and Repost♻"
X Link 2025-11-12T15:48Z [---] followers, [---] engagements

"Quarterly Revenue by Segment for @Cisco w/ net income margin. Decent Q for $CSCO . 🤔- $TSM $NVDA $AMD $AVGO If you enjoy pls❤and Repost♻"
X Link 2025-11-12T21:14Z [---] followers, [---] engagements

"Revenue by quarter for @Disney after earnings 🗞 $DIS rev growth not great 🤨 🤔- $NFLX $CMCSA $AMZN If you enjoy pls❤and Repost♻"
X Link 2025-11-13T14:16Z [---] followers, [--] engagements

"GAAP Diluted EPS for @Disney over time. (And moving average) $DIS EPS looking . meh. BTW who is the next CEO 🤔- $NFLX $CMCSA $AMZN $GOOG If you enjoy pls❤and Repost♻"
X Link 2025-11-13T14:19Z [---] followers, [---] engagements

"Quarterly Revenue by Geography for @Applied4Tech China is down this q (29% of total) for $AMAT . Taiwan and Korea are the next largest. 🤔- $LRCX $NVDA $AMAT $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2025-11-13T21:16Z [---] followers, [---] engagements

"11/17 newsletter- $ASML China Breaks @ASMLcompany Machines📸 Public & Private Credit w/ @realsteveeisman @rorysutherland Video 🤩 Managers as Heroes🦸🏻♀/ Suspects🤔/ or Rogues👺 Pls❤and Repost♻ https://nickenumbers.substack.com/p/111725-china-breaks-asml-public-and https://nickenumbers.substack.com/p/111725-china-breaks-asml-public-and"
X Link 2025-11-17T14:40Z [---] followers, [--] engagements

"Qtrly Revenue Change & Operating Margin % for @HomeDepot vs. @Lowes post earnings 🗞 $HD has 90% more Rev than $LOW and stable OM%. If you enjoy pls❤and Repost♻"
X Link 2025-11-19T16:25Z [---] followers, [--] engagements

"@eastdakota @Cloudflare I love the accountability Matthew"
X Link 2025-11-19T18:52Z [---] followers, [--] engagements

"Revenue by segment for @Nvidia and OM. Excellent Q for $NVDA 🤔- $AMZN $MSFT $GOOG $META $ORCL $TSM If you enjoy pls 💓and Repost♻"
X Link 2025-11-19T21:28Z [---] followers, [---] engagements

"Revenue by Region/Quarter for @Nvidia USA is 69% of current quarter for $NVDA 🤔- $AMZN $MSFT $GOOG $META $ORCL $TSM If you enjoy pls❤and Repost♻"
X Link 2025-11-19T21:50Z [---] followers, [---] engagements

"Quarter Operating Cash Flow for @Walmart If cash is King 👑 then Cash Flow is QUEEN 👑. 🤔 $WMT $COST $AMZN If you enjoy pls❤and Repost♻"
X Link 2025-11-20T14:37Z [---] followers, [---] engagements

"Quarter Revenue by Segment for @Walmart with net income margin after earnings print 🗞 $WMT is growing Rev & NI margin over time 🤺 🤔Positive for- $COST $AMZN If you enjoy pls❤and Repost♻"
X Link 2025-11-20T14:41Z [---] followers, [---] engagements

"@tierrapartners Yeah I am guessing- Expectations that mortgage rates will head lower if FED lowers rates in December. ()/ Silly"
X Link 2025-11-21T15:41Z [---] followers, [---] engagements

"Quarterly Revenue by End Market for @ADI_News Decent Q for $ADI and margins seem to be improving. 🤔- $TXN $TSM $MU $AVGO $AMAT $LRCX If you enjoy pls❤and Repost♻"
X Link 2025-11-25T16:09Z [---] followers, [---] engagements

"Quarterly Revenue from the earnings print 🗞 for @MongoDB Accel revenue growth for $MDB 👍🏻 🤔- $SNOW $CFLT If you enjoy pls❤and Repost♻"
X Link 2025-12-01T21:25Z [---] followers, [---] engagements

"Quarter Revenue for @CrowdStrike and Operating Cash Flow %. " Ka-KAA "🦅 $CRWD has excellent execution and they are scaling 🤔- $S $ZS $FTNT $PANW If you enjoy pls❤and Repost♻"
X Link 2025-12-02T21:15Z [---] followers, [---] engagements

"Revenue by Region/Quarter for @CrowdStrike growth in all regions. Long $CRWD Ka-KAW 🤩 🤔- $S $ZS $FTNT $PANW If you enjoy pls❤and Repost♻"
X Link 2025-12-02T21:34Z [---] followers, [---] engagements

"Number of customers is growing at @SnowflakeDB and they are sharing more data with each other. 41% are Data Sharing up from 18% four years ago. 🤔- $CFLT $MDB $AMZN $MSFT $GOOG $SNOW @databricks If you enjoy pls❤and Repost♻"
X Link 2025-12-03T21:40Z [---] followers, [---] engagements

"-Qtrly Rev for @SnowflakeDB & @MongoDB -YoY Qtr Rev Growth for $SNOW $MDB @awscloud @Azure @googlecloud . 🏃🏽♀🏃🏽♂ Just looking at the ecosystem for context🤩 $SNOW $MDB $AMZN $MSFT $GOOG If you enjoy pls❤and Repost♻"
X Link 2025-12-04T14:41Z [---] followers, [---] engagements

"Metrics for @TollBrothers updated with today's earnings print 📰 Pretty good Quarter. 🤔👷🏾♀- $TOL $DHI $LEN $PHM $GRBK If you enjoy pls❤and Repost♻"
X Link 2025-12-08T21:41Z [---] followers, [---] engagements

"Revenue for 11/25 #TSMC 🤩 $TSM Revenue for 11/25 down 7% vs 10/25 and UP🔼🔼 25% vs 11/24. 🤔Positive for- $NVDA $AMAT $LRCX $ASML If you enjoy pls❤and Repost♻"
X Link 2025-12-10T14:00Z [---] followers, [--] engagements

"Quarter Revenue by Segment for @Oracle with Net Income Margin. 14% YoY revenue growth $ORCL 🤔- $GOOG $NVDA $MSFT $NVDA If you enjoy pls❤and Repost♻"
X Link 2025-12-10T21:26Z [---] followers, [---] engagements

"Revenue by Region/Quarter for @SnowflakeDB and count of Total Customers after the 10-Q Long $SNOW All metrics expanding🤩 🤔- $CFLT $MDB $AMZN $MSFT $GOOG If you enjoy pls❤and Repost♻"
X Link 2025-12-10T21:38Z [---] followers, [---] engagements

"Quarterly Revenue for @Broadcom post VMware acquisition looks great🤩 NI Margins back to normal for $AVGO post VMware acquisition. Hock Tan is a serious playa 🤔- $TSM $NVDA $GOOG $MSFT $AMZN $META If you enjoy pls❤and Repost♻"
X Link 2025-12-11T21:21Z [---] followers, [---] engagements

"Quarter Revenue for @Costco with stable-to-up NI Margin from the earnings print 🗞. " $COST is really not a retailer. It is a buying agent on behalf of the customer." - @MohnishPabrai 🤔- $WMT $AMZN If you enjoy pls❤and Repost♻"
X Link 2025-12-11T21:47Z [---] followers, [---] engagements

"12/15 newsletter- $NVDA $GOOG $BAC Income Tax on Trading vs Investing💸 Michael Burry🤪 Permabear Credit Card Interest Rates w @tracyalloway & @GavinSBaker w/ @InvestLikeBest Pls❤and Repost♻ https://nickenumbers.substack.com/p/121525-tax-on-trading-vs-investing https://nickenumbers.substack.com/p/121525-tax-on-trading-vs-investing"
X Link 2025-12-15T14:53Z [---] followers, [---] engagements

"Quarterly Revenue by Segment for @MicronTech with Net Income margin Record Revenue for $MU and great forward guide. 🤔- $LRCX $NVDA $AMAT $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2025-12-17T21:53Z [---] followers, [---] engagements

"Quarter Revenue by Industry Group for @Accenture with Net Income Margin. Rev growth and improving net margins hit for $ACN 🤔- $SNOW $NET $CRWD $NVDA $AMZN If you enjoy pls❤and Repost♻"
X Link 2025-12-18T14:26Z [---] followers, [---] engagements

"Quarterly Metrics for @CarMax through today's earning print 🗞. With [---] stores $KMX marketplace metric are stable to down. 🤔- $BAC $JPM $WFC If you enjoy pls❤and Repost♻"
X Link 2025-12-18T14:32Z [---] followers, [--] engagements

"@BillAckman Bill Ackman. always griding. And that is what I dig about you 🫵"
X Link 2025-12-20T21:19Z [---] followers, [---] engagements

"12/29 newsletter- $ASML $ORCL $DHI Invention vs Reverse Engineering🧑🏻🔬 @RealJimChanos interview 📺 Homebuilding🏘 Volume or Margin Why 🤔 Pls❤and Repost♻ https://nickenumbers.substack.com/p/122925-invention-vs-reverse-engineering https://nickenumbers.substack.com/p/122925-invention-vs-reverse-engineering"
X Link 2025-12-29T16:50Z [---] followers, [---] engagements

"Revenue for 12/25 #TSMC 🤩 $TSM Revenue for 12/25 down 3% vs 11/25 and UP🔼🔼 20% vs 12/24. 🤔Positive for- $NVDA $AMAT $LRCX $ASML If you enjoy pls❤and Repost♻"
X Link 2026-01-09T14:42Z [---] followers, [--] engagements

"December '25 market share of [--] million busiest websites. 26.4% runs through @Cloudflare 🤩 Congrats @eastdakota & @zatlyn Lets go Long $net"
X Link 2026-01-10T14:53Z [---] followers, [---] engagements

"Credit trends and ROTCE for @jpmorgan through today's earning print 🗞. 🤔- $JPM $BAC $WFC If you enjoy pls❤and Repost♻"
X Link 2026-01-13T14:08Z [---] followers, [--] engagements

"Credit trends and ROTCE for @BankofAmerica through today's earning print 🗞. Lets go $BAC ☝🏽 🤔- $BAC $WFC $JPM If you enjoy pls❤and Repost♻"
X Link 2026-01-14T14:38Z [---] followers, [--] engagements

"Quarterly Sources of Revenue for @BankofAmerica through today's earning print 🗞. Lets go ☝🏽 🤔- $BAC $WFC $JPM If you enjoy pls❤and Repost♻"
X Link 2026-01-14T14:43Z [---] followers, [--] engagements

"Credit trends and ROTCE for @WellsFargo through today's earning print 🗞. 🤔- $JPM $BAC $WFC If you enjoy pls❤and Repost♻"
X Link 2026-01-14T19:39Z [---] followers, [--] engagements

"Comparison of the G-SIBs with new Q earnings🗞. @Citi is still🤢. @WellsFargo looking good. But @BankofAmerica is most improving to me. Mentions- $BAC $JPM $WFC $C If you enjoy pls❤and Repost♻"
X Link 2026-01-14T20:07Z [---] followers, [--] engagements

"Revenue by Qtr for #TSMC with net profit margin after earnings 🗞. Q4 Rev up 21% YoY. $TSM excellent execution continues. 🤔- $NVDA $AMAT $LRCX $AAPL $INTC If you enjoy pls❤and Repost♻"
X Link 2026-01-15T13:41Z [---] followers, [--] engagements

"Quarterly Revenue by Geography for #TSMC after the earnings print 🗞. $TSM revenue from N. America strong China stable. 🤔- $NVDA $AMAT $LRCX $AAPL $INTC $MU If you enjoy pls❤and Repost♻"
X Link 2026-01-15T13:44Z [---] followers, [--] engagements

"Quarterly EPS for @netflix after earnings 🗞 [--] Qtr Moving average EPS (dash line) is still trending upwards. 🤔 $NFLX $DIS $AMZN If you enjoy pls❤and Repost♻"
X Link 2026-01-20T21:18Z [---] followers, [---] engagements

"The production quality of the @netflix earnings call is kinda buns 🚽. Out of focus crap sound quality and the pass off is JV. Spend a couple bucks and show us call quality guys"
X Link 2026-01-21T15:21Z [---] followers, [--] engagements

"Revenue by calendar Quarter for Eagle Materials with net profit margin. $EXP capital allocation motion is excellent 👏👍 If you enjoy pls❤and Repost"
X Link 2024-05-21T15:35Z [---] followers, [--] engagements

"Segment Revenue by calendar Qtr for Eagle Materials🦅 with net profit margin. Comps- $VMC $MLM $SUM $EXP capital allocation motion is excellent 👏👍 If you enjoy pls❤and Repost♻"
X Link 2024-10-29T13:10Z [---] followers, [---] engagements

"Revenue by Geography for @LamResearch China remains the largest buyer this q but decreasing for $LRCX similar to $ASML. Almost all other Geo's up. 🤔- $LRCX $NVDA $AMAT $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2025-01-29T21:23Z [---] followers, [---] engagements

"Segment Revenue by calendar Qtr for Eagle Materials🦅 with net profit margin. Comps- $VMC $MLM $CX $EXP capital allocation motion is excellent 👏👍 If you enjoy pls❤and Repost♻"
X Link 2025-05-20T12:55Z [---] followers, [---] engagements

"Quarterly Payers by Segment for Match Group Parent of @Tinder & @hinge Stabilization happening. $MTCH 1st positive payer growth in a while😊 🤔- $GRND $BMBL $META If you enjoy pls❤and Repost♻"
X Link 2025-11-04T21:28Z [---] followers, [---] engagements

"Metrics for @Lennar updated with today's earnings print 📰 $LEN revenue stable but profitability remains down. 🤔👷🏾♀- $DHI $LEN $PHM $GRBK $TOL If you enjoy pls❤and Repost♻"
X Link 2025-12-16T21:40Z [---] followers, [---] engagements

"Quarterly Metrics for @DRHorton with today's earnings print 📰 Despite a difficult market $DHI seems to be performing well. 🤔👷🏾♀- $DHI $LEN $PHM $GRBK $TOL If you enjoy pls❤and Repost♻"
X Link 2026-01-20T14:39Z [---] followers, [--] engagements

"Quarterly Revenue by Segment for @TXInstruments The OGs $TXN continue to show signs of recovery in revenue.✊🏾 But NI Margins continue trending down. 🤔- $TXN $ADI $TSM $MU $AVGO $AMAT $LRCX If you enjoy pls❤and Repost♻"
X Link 2026-01-27T21:20Z [---] followers, [---] engagements

"Revenue by Quarter for @Meta with Net Income Margin. $META is amazing. 🎉🥳🪩🍾 🤔- $GOOG $MSFT $AMZN $NVDA If you enjoy pls❤and Repost♻"
X Link 2026-01-28T21:09Z [---] followers, [---] engagements

"Trended Quarterly Revenue by Product Type for @SKhynix Beautiful. Happy to watch SK Hynix scale 🤔- $MU $LRCX $NVDA $AMAT $TSM $AMD $ASML If you enjoy pls❤and Repost♻"
X Link 2026-01-29T20:51Z [---] followers, [---] engagements

"Quarterly Revenue by Segment @Apple with Net Income Margin Nice quarter for $AAPL 🤔- $TSM $META $GOOG If you enjoy pls❤and Repost♻"
X Link 2026-01-30T17:13Z [---] followers, [--] engagements

"Quarterly Revenue by Geography for @Apple Nice growth in all geographies for $AAPL 🤔- $TSM $META $GOOG If you enjoy pls❤and Repost♻"
X Link 2026-01-30T17:16Z [---] followers, [--] engagements

"Gross Bookings by Segment for @Uber after earnings 🗞 @dkhos at $UBER is outstanding. 🤔- $LYFT @Waymo $DASH If you enjoy pls❤and Repost♻"
X Link 2026-02-04T15:13Z [---] followers, [---] engagements

"Take Rate by Offering Segment for @Uber after earnings print 🗞 Take rates look stable for $UBER . 🤔- $LYFT @Waymo $DASH If you enjoy pls❤and Repost♻"
X Link 2026-02-04T15:16Z [---] followers, [---] engagements

"Quarterly Revenue by Segment for @Qualcomm with Net Income Margin 🤔- $QCOM $AAPL $ARM $META If you enjoy pls❤and Repost♻"
X Link 2026-02-05T15:27Z [---] followers, [--] engagements

"Quarterly Revenue by Segment for @amazon with Net Income Margin expanding $AMZN growing 14% YoY on a huge revenue base. 🤔 $WMT $COST $AMZN $MSFT $GOOG If you enjoy pls❤and Repost♻"
X Link 2026-02-05T21:20Z [---] followers, [---] engagements

"Quarterly Operating Income by Segment for @amazon after earnings release 🗞 $AMZN segments trending well🤓 especially AWS 🤔 $WMT $COST $AMZN $MSFT $GOOG If you enjoy pls❤and Repost♻"
X Link 2026-02-05T21:24Z [---] followers, [---] engagements

"Revenue by Qtr for @LamResearch with net profit margin. $LRCX revenue & margins trending well. 🤔- $NVDA $AMAT $TSM $ASML If you enjoy pls❤and Repost♻"
X Link 2025-04-23T20:16Z [---] followers, [---] engagements

"Revenue by Geography for @LamResearch China remains the largest buyer this q but decreasing for $LRCX similar to $ASML. Taiwan and Japan up. 🤔- $LRCX $NVDA $AMAT $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2025-04-23T20:20Z [---] followers, [---] engagements

"Quarterly YoY Revenue Growth Rate. Semis are volatile⚡ but all are positive Updated today with @ASMLcompany @AppliedTech @LamResearch @TokyoElectronUS earnings print 📰. 🤔- $ASML $AMAT $LRCX $TOELY $NVDA $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2025-05-16T12:55Z [---] followers, [---] engagements

"Revenue by Qtr for @LamResearch with net profit margin. $LRCX revenue & margins look excellent. 🤔- $NVDA $AMAT $TSM $ASML If you enjoy pls❤and Repost♻"
X Link 2025-07-30T20:20Z [---] followers, [---] engagements

"Revenue by Geography for @LamResearch China remains the largest buyer this q for $LRCX similar to $ASML. Japan and USA up. 🤔- $LRCX $NVDA $AMAT $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2025-07-30T20:24Z [---] followers, [---] engagements

"Revenue by calendar Qtr for Vulcan Materials . Comps- $MLM $EXP $VMC capital allocation motion is excellent 👏👍 If you enjoy pls❤and Repost"
X Link 2025-07-31T15:31Z [---] followers, [---] engagements

"Semicap Quarterly Revenue Percentage to China. Updated today with @ASMLcompany @AppliedTech @LamResearch @TokyoElectronUS earnings print 📰. 🤔- $ASML $AMAT $LRCX $TOELY $NVDA $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2025-08-19T14:38Z [---] followers, [---] engagements

"Revenue by Qtr for @LamResearch with net profit margin. $LRCX revenue & margins look excellent. 🤔- $NVDA $AMAT $TSM $ASML If you enjoy pls❤and Repost♻"
X Link 2025-10-22T20:16Z [---] followers, [---] engagements

"Revenue by Geography for @LamResearch China remains the largest buyer this q for $LRCX similar to $ASML. 🤔- $LRCX $NVDA $AMAT $TSM $AMD $TXN If you enjoy pls❤and Repost♻"
X Link 2025-10-22T20:19Z [---] followers, [---] engagements

"In my 6/20/23 newsletter below: Mentioned- $AMD $ORCL $FIZN @LisaSu 🙏🏽 🎧First Citizens🏦 by @ReustleMatt Young👦🏽Prof. Soborno @BariScienceLab & Storm ⛈Waves🌊 of Investing https://nickenumbers.substack.com/p/62023-dr-lisa-su-1st-citizens-5-forces https://nickenumbers.substack.com/p/62023-dr-lisa-su-1st-citizens-5-forces"
X Link 2023-06-20T15:25Z [---] followers, [---] engagements

"@nvidia Jensen Huang in Conversation with @Applied4Tech Gary Dickerson on the Evolution of AI Long $NVDA & $AMAT https://www.appliedmaterials.com/us/en/newsroom/quick-takes/jensen-huang-with-gary-dickerson-evolution-of-ai.html https://www.appliedmaterials.com/us/en/newsroom/quick-takes/jensen-huang-with-gary-dickerson-evolution-of-ai.html"
X Link 2026-01-12T19:12Z [---] followers, [--] engagements

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