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Stephanie Link posts on X about eps, $ms, $xlf, bac the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks finance technology brands cryptocurrencies musicians countries automotive brands
Social topic influence eps #232, $ms, $xlf, bac #48, $bac #18, $wfc #16, $gs, $abb, $rok, $dhi
Top assets mentioned Morgan Stanley (MS) Basis Cash (BAC) Wells Fargo & Co (WFC) GammaSwap (GS) Rockwell Automation (ROK) D R Horton Inc (DHI) General Electric Company (GE) Bank of New York Mellon Corp (BK) Northern Trust Corporation (NTRS) JPMorgan Chase (JPM) M&T Bank Corporation (MTB) Intuitive Surgical, Inc. (ISRG) Electroneum (ETN) Hubbell, Inc. (HUBB) Vertiv Holdings Co (VRT) Wesco International Inc. (WCC) Charles Schwab Corporation (SCHW) KKR & Co, Inc. (KKR) Oracle Corporation (ORCL) IBM (IBM) NVIDIA Corp. (NVDA) Huntington Bancshares Incorporated (HBAN) Boeing Co (BA) UNITED TECHNOLOGIES CORP (UTX) Metadium (META) GE Vernova Inc. (GEV) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Freeport-McMoRan Inc (FCX) 3M Co (MMM) BlackCoin (BLK) Netflix Inc (NFLX) Las Vegas Sands Corp. (LVS) Tesla, Inc. (TSLA)
Top posts by engagements in the last XX hours
"$BK/$NTRS combination would be to enhance $BK's wealth management and investment services business. Follows $COF/Discover Financial earlier in the year. M&A is picking up in the industry following less regulation. $XLF" @Stephanie_Link on X 2025-06-23 15:25:37 UTC 193.1K followers, 7813 engagements
"$XLF: TD Cowen - AI being integrated into mobile apps and accelerating back-office automation AI is a game-changer in the bank industry that could lead to cost takeout an enhanced customer experience and an improved risk profile $BAC $WFC $JPM $MTB etc" @Stephanie_Link on X 2025-07-28 11:42:58 UTC 193.1K followers, 8480 engagements
"Moodys is late with its downgrade - which isnt a surprise. Fitch SP Global already there" @Stephanie_Link on X 2025-05-17 01:18:49 UTC 193.1K followers, 21K engagements
"$ISRG: Beat TR up XX% procedure growth up XX% GM up XXX bps eps up 23%. And guides higher across the board. Seriously - EPS = silly season" @Stephanie_Link on X 2025-07-23 01:16:28 UTC 193.1K followers, 12.3K engagements
"$ABB: an important bellwether for US electrical automation industrials stocks. Stock up X% post EPS w/ record quarterly orders & BTB of 1.10x. Revs up XXXX% from X% Q/Q and also increased guide from LeGrand - another EU comp. $ETN $ROK $HUBB $VRT $WCC. #electrification" @Stephanie_Link on X 2025-07-17 13:00:26 UTC 193.1K followers, 7987 engagements
"$SCHW: Adds to the buyback list with a new $20B program. Deregulation to capital levels a nice tailwind for the industry" @Stephanie_Link on X 2025-07-24 20:41:05 UTC 193.1K followers, 8713 engagements
"$DHI: up XXXX% today. The largest gain since April 2020. Doesnt take much for the down and outers. Still like housing theme as a favorite for the next decade. Puts/takes until rates fall. When they do the group will be much higher. #patience" @Stephanie_Link on X 2025-07-23 01:07:49 UTC 193.1K followers, 10.4K engagements
"$DHI: ugly y/y numbers but beat on just about every metric relative to consensus and against very low expectations. Execution remains best in class in a tough sector" @Stephanie_Link on X 2025-07-22 11:20:57 UTC 193.1K followers, 11.1K engagements
"2Q bank EPS h/b solid: fees provisions effiencies & trading. Of big X $BAC is undervalued imo: $BAC & $GS similar ROTCE (13.4% and 13.6%) yet $BAC is now trading at a .4x-turn multiple discount to GS on TBVPS (1.7x vs. 2.1x). As an aside $MS ROTCE XXXX% impressive" @Stephanie_Link on X 2025-07-16 23:33:53 UTC 193.1K followers, 10.3K engagements
"M&A activity quietly accelerating past month valued at $352B: Charter/Cox Verizon/Frontier Strathcona/MEG Energy Dicks/Footlocker 3G/Skechers - just a few. $MS $GS $KKR $XLF" @Stephanie_Link on X 2025-05-16 17:04:09 UTC 193.1K followers, 11.1K engagements
"AI and Cybersecurity continue to be the two biggest technology themes to have exposure in. $HACK etc" @Stephanie_Link on X 2025-07-22 11:10:29 UTC 193.1K followers, 8546 engagements
"More news on the expansive data center growth - OpenAI $ORCL" @Stephanie_Link on X 2025-07-22 11:05:26 UTC 193.1K followers, 7637 engagements
"$IBM: Beat EPS revs and guided higher FCF. Software up XX% Hybrid cloud up XX% Consulting up X% - XX% of TR. High expectations w stock up XX% YTD and XX% past year but fundamentals v solid. Opportunity during EPS season = Silly Season" @Stephanie_Link on X 2025-07-23 21:37:46 UTC 193.1K followers, 7775 engagements
"AI is everywhere but still under appreciated within the industrial side of the economy. $ROK taps $NVDA to bring AI to its bots via @ManufactureDive" @Stephanie_Link on X 2025-05-25 14:15:54 UTC 193.1K followers, 13.3K engagements
"Deregulation for the banking industry will lead to higher buybacks and dividends but also more M&A as well. Today's $HBAN deal to acquire $VBTX is just the beginning imo. Especially with XX% expense synergies" @Stephanie_Link on X 2025-07-14 15:19:02 UTC 193.1K followers, 8119 engagements
"$BA announces new CFO as Kelly Ortberg continues to bring in his folk. Interesting that they both worked together at $UTX back in the day - Ortberg at Collins Aero and Malave CFO at Carrier. Synergies" @Stephanie_Link on X 2025-06-30 21:52:14 UTC 193.1K followers, 8265 engagements
"Great week: Banks posted 2nd best EPS in XX Qs Power/Electrification surges - $GEV Aviation on fire - $GE CES up XX% $GOOGL Ads & Cloud ++ for $META $AMZN & $FCX raised copper sales by XX% in 2nd H. More fun next week Headed to Chris Stapleton X many grt 1s - Parachute" @Stephanie_Link on X 2025-07-25 20:42:19 UTC 193.1K followers, 10.6K engagements
"India CPI inflation softened further to XXX% y/y in May from XXX% in April the lowest since February 2019 and lower than expected. $INDA" @Stephanie_Link on X 2025-06-12 12:52:23 UTC 193.1K followers, 9184 engagements
"Good week on the economic front + solid start to earnings from banks & industrials - reactions are opportunities as EPS season is just "silly" season. $WFC $MS $BLK $MMM $GE $ABB $NFLX Good vibe while running this morning: Zara Larson - Don't worry bout me Have a good wknd" @Stephanie_Link on X 2025-07-18 20:03:42 UTC 193.1K followers, 8711 engagements
"In 2Q all Large-Cap Banks beat consensus quarterly EPS for only the second time in XX quarters. $BAC $WFC $MS $GS etc" @Stephanie_Link on X 2025-07-25 11:06:43 UTC 193.1K followers, 8773 engagements
"$LVS: Signs of life in Macau helped the EPS revenue and EBITDA beat. Adj property EBITDA beat by XX% and Marina bay beat by 44%. Capex fell as the renovation cycle subsides" @Stephanie_Link on X 2025-07-23 20:22:56 UTC 193.1K followers, 6772 engagements
"$TSLA: misses across the board on EPS revs # of vehicles sold FCF and automotive GM - which has not increased in over a year (price cuts). 2nd Q in a row of DD vols down and R&D spend up XX% higher than expected. Stock down small shows not a car company vs technology one" @Stephanie_Link on X 2025-07-23 21:50:42 UTC 193.1K followers, 16.1K engagements