@finflexity Avatar @finflexity Finflexity

SpaceX is reportedly being marketed at a $480 billion valuation in secondary offerings. Meanwhile, Indian billionaire Gautam Adani is under scrutiny from US prosecutors over potential sanctions on Iran. Lyra Therapeutics also reported positive results from a phase [--] trial for chronic rhinosinusitis treatment.

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Social Influence

Social category influence stocks 89% technology brands 26% finance 25% cryptocurrencies 9% financial services #1390 automotive brands 7% social networks 2% countries 2% exchanges 1% gaming 1%

Social topic influence strong 8%, $googl 8%, ai 7%, $msft 7%, momentum #696, in the 6%, eps #127, $tsla 5%, morgan stanley 5%, stocks 4%

Top accounts mentioned or mentioned by @cletusclapton @iliraliu @adcockbrett @ptrubey @coronanlyme @stockplaymaker1 @corona_n_lyme @hitdawallagain @crynetio @swaggitypigfig

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Morgan Stanley (MS) Chipotle Mexican Grill, Inc. (CMG) Hilton Hotels Corporation Common Stock (HLT) McDonald's Corp (MCD) Raytheon Technologies Corp (RTX) Limitus (LMT) Amazon.com, Inc. (AMZN) Citigroup Inc (C) Fortinet Inc (FTNT) NVIDIA Corp. (NVDA) Carvana Co. (CVNA) Lockheed Martin Corporation (LMT) Seagate Technology Holdings PLC (STX) Stacks (STX) Wells Fargo & Co (WFC) MONDELEZ INTERNATIONAL INC (MDLZ) Intel Corporation (INTC) GM (GM) Metadium (META) DisChain (DIS) CVS Health Corp (CVS) T-Mobile (TMUS) Grab Holdings Limited Class A Ordinary Shares (GRAB) Nebius Group N.V. Class A Ordinary Shares (NBIS) Coinbase Global Inc. (COIN) Mario Coin (COIN) USDC (USDC) DraftKings Inc. Class A Common Stock (DKNG) Pinterest, Inc. (PINS) Quantum Computing Inc. (QUBT) American Airlines Group Inc (AAL) Hershey Co (HSY) Peloton Interactive, Inc. Class A Common Stock (PTON) HSBC Holdings PLC (HSBC)

Top Social Posts

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

"$CVS: Reports earnings tomorrow with consensus at $103.6B in revenue on $0.99 of EPS. The disappointing flat [----] Medicare Advantage advance rate notice has renewed sector concerns over managed care margin recovery yet CVS remains well-positioned among MCOs due to its diversified revenue streams (35% profit exposure to health insurance balanced by PBM specialty pharmacy and retail) and sustained turnaround execution. Tomorrow's earnings appear de-risked post-December Investor Day with [----] guidance reaffirmed (mid-teens EPS CAGR through 2028). Focus will shift to commentary on '27 MA"
X Link 2026-02-09T21:37Z [----] followers, [---] engagements

"$TMUS: T-Mobile will report earnings tomorrow with Wall St. forecasting $2.06 in EPS on $24.2B in revenue. The company approaches this Capital Markets Day with robust momentum from recent M&A (UScellular fiber via Lumos/Metronet) and strategies emphasizing premium plans multi-product uptake (FWA) and legacy pricing to curb churn. Amid Verizon's aggressive share push scrutiny centers on moderated postpaid phone net adds under new CEO Gopalan's "responsible guidance" philosophy to enable future beats. Limited strategic shifts expected; a confident conservative update could catalyze stock"
X Link 2026-02-10T21:47Z [----] followers, [---] engagements

"$GRAB: Grab reports earnings today with analysts expecting revenues of $0.9B and earnings per share of [--] cent"
X Link 2026-02-11T19:10Z [----] followers, [---] engagements

"$NBIS: Nebius reports earnings tomorrow with Wall St. expecting -$1.14 in EPS on $0.2B in revenue at a measly $24B market cap at close today. The company's vertically integrated AI cloud platform has now gained strong validation through key reference customers and large-scale contracts particularly with hyperscalers. Execution to date impresses with rapid capacity scaling and a differentiated in-house designed (increasing full) stack offering high performance and flexibility. Leading to good positioning against other neoclouds and hyperscalers in a supply-constrained AI infrastructure market."
X Link 2026-02-11T21:19Z [----] followers, [---] engagements

"$COIN: Coinbase reports earnings tomorrow after close with Wall St. expecting the company to earn $0.68 per share on $1.9B in revenue. Coinbase enters earnings amid softer trading volumes mixed crypto asset prices and decelerating USDC growth following the major October [----] liquidation event that triggered widespread deleveraging and a sharp crypto market drawdown. Analysts highlight persistent near-term headwinds from elevated volatility declining retail and institutional volumes and intensifying competition from legacy brokers and global platforms like Binance. Despite these challenges the"
X Link 2026-02-12T00:34Z [----] followers, [---] engagements

"$DKNG: Draftkings reports earnings tomorrow with consensus currently at $0.13 for EPS and $2B for revenue. DraftKings enters earnings with solid underlying momentum despite a more cautious initial [----] outlook reflecting elevated investments in prediction markets and marketing. App downloads and MAU trends remain robust with DraftKings/FanDuel holding 80% combined share (up from 78% YoY) and DraftKings gaining 1% share underscoring strong consumer engagement and competitive positioning in the North American online sports betting and iGaming markets. Key growth drivers include ongoing market"
X Link 2026-02-12T01:05Z [----] followers, [---] engagements

"$PINS: Pinterest reports earnings today after close with analysts expecting $0.7 in EPS on $1.3B in revenues. The company heads into earnings amid rising skepticism that its multi-year AI investments are translating into accelerating monetization particularly in North America where engagement appears stagnant and gains have lagged larger AI-winner peers. Managements abrupt pre-print restructuring (workforce reduction resource reallocation toward AI and a revamped go-to-market motion) reads as a bid to reset execution and sharpen product/sales focus but it also signals softer near-term"
X Link 2026-02-12T11:06Z [----] followers, [---] engagements

"We live in a world where a beer company marketed itself as a quantum darling so this is not that big news 😂 (By the way it's $QUBT). Call me crazy but maybe the media should use critical thinking skills and editorial judgment by saying trucking logistics stocks losing tens of billions in market cap because a $6 million penny stock made a silly announcement is a comical cause-and-effect narrative and an https://t.co/TzRnH1w8zI Call me crazy but maybe the media should use critical thinking skills and editorial judgment by saying trucking logistics stocks losing tens of billions in market cap"
X Link 2026-02-13T02:04Z [----] followers, [---] engagements

"$AAL: American Airlines will report earnings in a few hours with analysts expecting $0.34 in EPS on $14B in revenue. We maintain that EPS is likely to miss given higher costs associated with fuel and the problems from the government shutdown. Overall our view on the entire airline sector remains negative. https://twitter.com/i/web/status/2016048210155077801 https://twitter.com/i/web/status/2016048210155077801"
X Link 2026-01-27T07:18Z [----] followers, [---] engagements

"$CMG: Chipotle reports earnings today with analysts forecasting $0.24 in EPS on $3B in revenue"
X Link 2026-02-03T18:50Z [----] followers, [---] engagements

"$HSY: Hersheys reports earnings before open tomorrow with analyst forecasting $1.4 in EPS on $3B in revenue. Shares have risen almost 12% since October on the backs of strong consumer demand in the US falling cocoa costs (-25%) and the removal of substantial cocoa tariffs (to the tune of $200M) and strong retail tracking data/management tone. Assuming company hedging supply chains I think there should be a 9-12 month gap in the affect of cocoa prices on margins. There's also headwinds from SNAP cuts (12 states now restrict candy purchases) GLP-1 adoption and potential drop in demand"
X Link 2026-02-04T22:50Z [----] followers, [---] engagements

"$PTON: Peloton reports earnings tomorrow with analysts expecting [---] cents in EPS on $0.7B in revenue"
X Link 2026-02-04T22:51Z [----] followers, [---] engagements

"$GOOGL: Lots of analyst price hikes today already. Citigroup $390 (from $350) Susquehanna $400 (from $350) MoffettNathanson $365 (from $350) Needham $400 (from $330) Bernstein $345 (from $335) Scotiabank $400 (from $375) JPMorgan $395 (from $385) TD Cowen $365 (from $355) Roth MKM $395 (from $365) Evercore ISI $400 (from $325) HSBC $385 (from $370) Canaccord $415 (from $390) RBC $400 (from $375) DA Davidson $310 (from $300) Pivotal $420 (from $400) Oppenheimer $360 (from $345) Piper Sandler $395 (from $365) https://twitter.com/i/web/status/2019370281425674270"
X Link 2026-02-05T11:19Z [----] followers, [---] engagements

"$RDDT: Reddit reports earnings in the evening with analysts expecting $0.7B in revenue with an EPS of $0.94. We expect ongoing product enhancements to drive sustained usage momentum into [----] particularly the new onboarding experience (in testing across U.S. and international cohorts) that drops new app users directly into a personalized feed without immediate sign-up capturing early behavioral signals for tailored content by the second session. This addresses historical retention weaknesses for app downloads and boosts engagement among logged-out users who spend far less time on platform."
X Link 2026-02-05T17:41Z [----] followers, [---] engagements

"$FTNT: Fortinet reports earnings after market close with analysts forecasting $0.74 in EPS on $1.9B in revenue. Here's an excerpt from JPMorgan calling Fortinet a top short-pick for this earnings season "We downgraded FTNT before the holidays to UW as we think the company is at a competitive disadvantage compared to peers that have better recognition as platforms during a period of vendor consolidation. We are now incrementally concerned about the companys ability to maintain product growth and margins in an environment of accelerating memory demand.""
X Link 2026-02-05T17:43Z [----] followers, [---] engagements

"$TSLA / $GOOGL / $NVDA: Post-earnings the divergences in the Mag-7 continue with Apple moving up while others move down on higher capex. https://t.co/LWnHHfRS2F https://t.co/LWnHHfRS2F"
X Link 2026-02-08T20:51Z [----] followers, [---] engagements

"Who starts PE funds then pessimists start hedge funds optimists start vc funds. pessimists start hedge funds optimists start vc funds"
X Link 2026-02-08T20:57Z [----] followers, [---] engagements

"@IlirAliu_ I counted the serial numbers for bots on the BMW line I don't remember the exact count but pretty sure all clips were of only [--] bot (hence why they never actually claim multiple). https://x.com/finflexity/status/1987333970233622861s=20 @adcock_brett @PTrubey Might as well clarify "deployments" as well since you've never claimed numbers. On the contrary BMW posts are worded to not claim multiple robots. And you've only released video of work from one particular machine at the factory. We already know that Figure is not in multiple"
X Link 2026-02-08T21:30Z [----] followers, [---] engagements

"$KO: Coca Cola reports earnings tomorrow with analysts expecting $0.56 in EPS on $12B in revenue. I mean it's Coke what kind of surprise can you even get in earnings"
X Link 2026-02-09T21:26Z [----] followers, [---] engagements

"$SPOT: Spotify reports earnings tomorrow with Wall St. expecting $2.74 in EPS on $4.5B in revenue. There's no way to justify a Spotify sell-off based on Claude. We remain constructive into Spotify's Q4 print as a potential sentiment-clearing event with conservative gross margin guidance and layered pricing tailwinds. The 32.9% Q4 GM guide appears cautious given international price increases flowing through suggesting upside potential. The 9% US price increase should accelerate revenue into [----] via meaningful ARPU uplift without near-term sub pressure. Subscriber adds may stay in-line"
X Link 2026-02-09T21:34Z [----] followers, [---] engagements

"$EL: Estee Lauder reports earnings tomorrow with Wall St. expecting $0.84 in EPS on $4.2B in revenue. Shares outperformed incredibly over the last year rising almost 2x compared to S&P [---] (+16%) largely due to the turnaround strategy by the new CEO (unveiled last February). Now the stock trades at a 33% premium compared to its peers (at almost [--] year peak valuation sentiment). https://twitter.com/i/web/status/2019178115688460764 https://twitter.com/i/web/status/2019178115688460764"
X Link 2026-02-04T22:35Z [----] followers, [---] engagements

"@Corona_N_Lyme Cyber should be the winner of that bucket inarguably"
X Link 2026-02-12T20:42Z [----] followers, [--] engagements

"My god I've never seen someone put so much effort into a conversation only to miss the point every single time. "The Quantum Computing Inc" is a meme stock - a part of the hypemania in the d*mn quantum sector. Every SMID whether it be $RGTI or DWave or whatever is built on a bubble. Every stock in this basket isn't worth anything. I only care about the fact that the stupid money that's funded the quantum bubble is behind them because that gives the most attractive mispricing opportunity. I don't care what business line they're in pretend to be in or want to expand to."
X Link 2026-02-13T02:49Z [----] followers, [--] engagements

"$CRWD / $FTNT / $PANW: Cybersecurity remains the top priority for enterprise IT spending after AI"
X Link 2026-02-05T16:07Z [----] followers, [----] engagements

"$MAR: Marriott reports earnings tomorrow with analysts expecting $2.61 in EPS on $6.7B in revenue"
X Link 2026-02-09T21:37Z [----] followers, [---] engagements

"$SHOP: Shopify reports earnings tomorrow with analysts expecting $0.51 in EPS on $3.6B in revenue. Core business shows healthy merchant adds and stable demand; marketing spend remains contained supporting operating leverage. Agentic commerce remains early/incremental with merchants retaining full consumer visibility payments flow (Shopify collects fees for LLMs) and viewing fees as acceptable CAC. No near-term material financial impact expected. Guidance likely in-line; call focus on overall momentum and agentic clarity. Positive print should support valuation."
X Link 2026-02-10T21:42Z [----] followers, [---] engagements

"$HLT: Hilton reports earnings tomorrow with analysts expecting the company to generate revenues of $3B last quarter and earnings of $2.02 per share. Hilton enters earnings with resilient momentum amid a bifurcated lodging environment where high-end/luxury segments (including significant Hilton exposure) have consistently outperformed lower-tier chains through [----] supported by strong group demand recovery and international strength (particularly APAC ex-China and Middle East/Africa). The company's positioned well for sustained above-industry expansion into [----] bolstered by conversions"
X Link 2026-02-10T23:28Z [----] followers, [--] engagements

"$APP: Applovin reports earnings tomorrow after close with analysts expecting $1.6B in revenue with an EPS of $2.94. Jefferies' Q4 e-commerce survey reinforces strong momentum in Applovin's non-gaming advertising segment with surveyed DTC/web advertisers allocating 14% of 4Q budgets to APP (up from prior expectations) cementing its position as the clear #3 channel behind Meta and Google (30-32% each) and ahead of TikTok (6-7%). The company is viewed as an always-on platform with advertisers planning to modestly increase share to 14.5% in [----] driven primarily by superior ROAS and growing"
X Link 2026-02-11T00:04Z [----] followers, [---] engagements

"$MCD: McDonalds will report earnings tomorrow after close with Wall. St consensus at $3.04 for EPS on $6.8B of revenues. The company heads into earnings with strong US momentum and continued international progress driven by effective value initiatives like the Extra Value Meal relaunch successful seasonal promotions (Grinch Meal Monopoly) and marketing intensity that have bolstered traffic and perceptions among value-first consumers. Key growth drivers for [----] include expanded focus on everyday affordability menu innovation potential chicken upgrades and digital/loyalty gains. Investor"
X Link 2026-02-11T00:38Z [----] followers, [---] engagements

"$CSCO: Cisco reports earnings in [--] hours with analysts expecting $1.02 in EPS on $15.1B in revenue"
X Link 2026-02-11T18:51Z [----] followers, [---] engagements

"$AAPL: Siri project has run into "snags" again and may be pushed back further. Just don't give dates anymore at this point"
X Link 2026-02-11T21:43Z [----] followers, [--] engagements

"$CROX: Crocs reports earnings tomorrow before open with analysts expecting $1.89 in EPS on $0.9B in revenue"
X Link 2026-02-11T23:31Z [----] followers, [---] engagements

"$CART: Instacart reports earnings today with analysts expecting $0.53 in EPS on $1B in revenue. We expect Instacarts 4Q print to center on core volume momentum (GTV/order trends) the durability of the advertising engine and evidence that new management can sustain profit progress while continuing to fund growth investments. We continue to see meaningful runway in U.S. grocery delivery but we expect a more active debate around competitive intensity: Amazons same-day push and evolving retailer strategies could be either category catalysts or signals of rising pressure. On monetization we see"
X Link 2026-02-12T12:00Z [----] followers, [---] engagements

"$RIVN: Rivian reports earnings in an hour with consensus EPS of -$0.68 with revenues of $1.3B"
X Link 2026-02-12T19:46Z [----] followers, [---] engagements

"$CVNA: "Our Take on Short Report: Auto Loan Mechanics and Related Economics Are Not Complicated and Certainly Not Inflated at CVNA; Remain OW with $510 PT" JPMorgan Analyst Rajat Gupta I'm going to have to read and then recap how they positively spin Gotham's work 😂"
X Link 2026-02-12T22:20Z [----] followers, [---] engagements

"Btw these were the "analyst" note headlines after Enron's accounting scandal came to light. $CVNA: "Our Take on Short Report: Auto Loan Mechanics and Related Economics Are Not Complicated and Certainly Not Inflated at CVNA; Remain OW with $510 PT" JPMorgan Analyst Rajat Gupta I'm going to have to read and then recap how they positively spin Gotham's work 😂 https://t.co/UrkQaNWWSI $CVNA: "Our Take on Short Report: Auto Loan Mechanics and Related Economics Are Not Complicated and Certainly Not Inflated at CVNA; Remain OW with $510 PT" JPMorgan Analyst Rajat Gupta I'm going to have to read and"
X Link 2026-02-14T16:58Z [----] followers, [---] engagements

"$BA: Here's what analysts at JPMorgan had to say ahead of Boeing's quarterly earnings"
X Link 2026-01-25T00:31Z [----] followers, [--] engagements

"$RTX: Raytheon will report earnings this Tuesday with the market expecting $1.47 in EPS on $22.7B in revenue. The stock's 60% run-up over the past year was entirely a re-rating with no upward pushes to estimates but there are long term prospects for growth to earnings on the back of GTF AOG aftermarket growth and Pratt margins. However the key issue one that'll get more ideas about during the earnings call is the administration's focus on forcing defense contractors to invest more into capacity end backlogs and stop buybacks until then. Raytheon and other defense primes (like $LMT) will all"
X Link 2026-01-25T01:44Z [----] followers, [--] engagements

"$RTX: Here's what analysts at JPMorgan expect from Raytheon's earnings this quarter"
X Link 2026-01-25T01:44Z [----] followers, [--] engagements

"$LMT: Here's what analysts at JPMorgan expect out of Lockheed Martin's quarterly earnings"
X Link 2026-01-25T02:23Z [----] followers, [--] engagements

"$TSLA: Barclays Reiterates Equal Weight on Jan [--] PT $360 (Unchanged) Analyst comments: "The theme for Tesla in [----] remains narrative command in hyperdrive on Physical AI opportunities with Robotaxi scaling (fleet expansion new cities driver-out progress) Optimus v3 validation and FSD approaching a potential tipping point all in focus. However with significant AI growth value already ascribed (one of only two $100bn market cap names in NA trading 125x PE) clear execution progress will be required for further outperformance as out-year hopes alone likely wont suffice. Core auto fundamentals"
X Link 2026-01-26T11:26Z [----] followers, [---] engagements

"$UPS: Barclays Reiterates Underweight on Jan [--] PT $80 (Implies 26% Downside) Analyst comments: "Barclays views the 4Q25 setup as somewhat more challenging than the prior quarter despite UPS management successfully executing cost reductions headcount adjustments and operational scaling to largely offset negative leverage from ongoing Amazon volume exits in the Domestic Package segment. Strong pricing discipline favorable mix improvement from lower-margin Amazon packages leaving the network and confident cost takeout actions are driving what appears to be one of the strongest sequential margin"
X Link 2026-01-26T11:30Z [----] followers, [---] engagements

"$STX: Here's what analysts at Bank of America had to say ahead of Seagate's Q2 earnings report"
X Link 2026-01-27T08:57Z [----] followers, [---] engagements

"$HLT: Hilton reports earnings in the morning with an estimated EPS of $1.95 and revenues of $3.1B. $MRT saw soft growth in earnings due to weaking demand from the US government Hilton could probably see the same effects"
X Link 2025-07-22T21:37Z [----] followers, [---] engagements

"$WFC: Wells Fargo reports earnings tomorrow morning with $1.55 in expected EPS on $21.1B in revenue for the quarter. The biggest catalyst for Wells Fargo in particular is going to be Fed cuts their non-interest/interest bearing deposit ratios put them in a problematic zone"
X Link 2025-10-13T19:09Z [----] followers, [---] engagements

"$HLT: Hilton reports earnings tomorrow with Wall St expecting $2.06 in EPS on $3B in revenue. The lodging market in the US has been exceptionally weak this quarter post Labor-day there has not been a shift into business travel likely due to macro uncertainty. Government travel is down international arrivals aren't supportive either. Going forward in Q4 expect revisions to downside. But luxury properties are seeing good pricing mix and utilization rates (bifurcation in rich/affordable consumers) and large corporate bookings are slightly up. Follow for more."
X Link 2025-10-22T00:19Z [----] followers, [--] engagements

"$MDLZ: Mondelez expected to report $0.72 in EPS for Q3 on $9.78B in revenue"
X Link 2025-10-28T00:01Z [----] followers, [---] engagements

"$CMG: Chipotle will report earnings tomorrow with an expect $0.33 EPS on $3.1B in revenue. Chipotle continues to struggle in a tough macro backdrop with same-store sales expected to fall as more consumers opt for at-home eating or traditional stories like $MCD. Which is quite surprising since Chipotle remains relatively cheaper compared to other "Mexican chains". https://twitter.com/i/web/status/1983272887248454071 https://twitter.com/i/web/status/1983272887248454071"
X Link 2025-10-28T20:41Z [----] followers, [---] engagements

"$CMG: Chipotle will report earnings tomorrow with an expect $0.33 EPS on $3.1B in revenue. Chipotle continues to struggle in a tough macro backdrop with same-store sales expected to fall as more consumers opt for at-home eating or traditional stories like $MCD. Which is quite surprising since Chipotle remains relatively cheaper compared to other "Mexican chains". Analyst notes from RBC and Evercore 👇 https://twitter.com/i/web/status/1983272946006405530 https://twitter.com/i/web/status/1983272946006405530"
X Link 2025-10-28T20:41Z [----] followers, [----] engagements

"$WBD: Warner Bros will report earnings in a few hours with an expected [--] cent loss per share on $9.1B in revenue. The company is currently evaluation acquisition offers from $PSKY and $NFLX among others"
X Link 2025-11-06T10:19Z [----] followers, [---] engagements

"$WFC: Wells Fargo reports earnings today with Wall St. expecting $1.67 in EPS on approximately $21.6B in revenue"
X Link 2026-01-14T09:43Z [----] followers, [--] engagements

"$INTC: Intel will report earnings tomorrow after market close with Wall Street expecting EPS of $0.08 on revenues of $13.4B. Over the last [--] months Intel has nearly tripled on the premise that a US government-backed semiconductor company cannot fail. I agree with the thesis but not the price. Intel is the only company combining manufacturing and semiconductor design the two most complex and competitive businesses of the century. Its profitability is already questionable (though gross margins are stabilizing) and can only decline with higher capex commitments needed for a competitive foundry."
X Link 2026-01-21T22:55Z [----] followers, [----] engagements

"$INTC: Here's what analyst at UBS and Deutsche Bank had to say in their Intel's earnings preview notes"
X Link 2026-01-21T23:00Z [----] followers, [---] engagements

"$LMT: Lockheed Martin reports earnings this Thursday with analysts expecting $5.74 in EPS on $19.8B in revenue. Lockheed could potentially be one of the biggest beneficiaries of a $1.5T defense budget given its strong presence in the F-35 program well-positioned missile portfolio space opportunities and the ramp-up of other large-scale programs (CH-53K UH-60s for instance) before even considering Golden Dome opportunities. On the F-35 the company delivered [---] aircraft in [----]. While production was previously forecasted to remain stable for the next few years current presidential pressure to"
X Link 2026-01-25T02:23Z [----] followers, [---] engagements

"$GM: General Motors reports earnings today with analysts expecting $2.2 in EPS on $45.8B in revenue. Ever since Liberation Day GM has almost doubled its stock price undergoing a significant P/E expansion on the back of increased prospects for ICE over BEVs and easing of concerns over tariffs. GM has also been pushing (effectively) to lower its days of supply with dealers which provides a good cushion for results as more production can be pushed into the wholesale market as needed to maintain financial results. I think the biggest catalyst for the year will end up being the USMCA"
X Link 2026-01-27T08:24Z [----] followers, [---] engagements

"$GM: Here's what analysts at RBC Capital Markets had to say ahead of GM's Q4 earnings report"
X Link 2026-01-27T08:24Z [----] followers, [---] engagements

"$TXN: Texas Instruments reports earnings today after market close with analysts forecasting $1.29 in EPS on $4.4B in revenue. In Evercore's latest Semi Investor Survey Texas Instruments was highlighted as the analog name at top risk for downside this year. 41% of respondents also revealed being underweight on "analog" stocks. But despite the current sluggish industrial backdrop (PMI 50) and flat/declining auto production "analog" stocks could benefit near-term from strong pricing power and rotation away from AI names. https://twitter.com/i/web/status/2016070524015947857"
X Link 2026-01-27T08:47Z [----] followers, [---] engagements

"$GOOGL / $MSFT / $NVDA: According to Evercore's Institutional Investor survey 50% of respondents expect AI CapEx to only peak in 2H27 or after; with only 15% expecting a peak this year"
X Link 2026-01-27T11:42Z [----] followers, [---] engagements

"$ASML: Super beat for Q4 bookings coming in at 13.2B vs consensus of 6.3B. Reported revenue of 9.7B beating expectations EPS missed by 2%. Guided to revenues of 34-39B (midpoint is 1.5B higher than expectations)"
X Link 2026-01-28T06:40Z [----] followers, [---] engagements

"$SBUX: Starbucks reports earnings in a few hours with analysts expecting $0.59 in EPS on $9.6B in revenue"
X Link 2026-01-28T11:29Z [----] followers, [---] engagements

"$T: AT&T will report earnings today with Wall St. forecasting $0.46 in EPS on $32.9B in revenue"
X Link 2026-01-28T11:30Z [----] followers, [--] engagements

"In the middle of earnings season so I haven't had a lot of time to check everything but I'm guessing it's a mix of [--] things. (1) We're in a highly volatile headline driven markets so things change quickly; (2) Overall S&P hit new highs so tech's bound to go up and (3) There's optimism on the Nvidia considering 14A for its Feynman I/O dies news. Although I'd argue the last one brings a better shorting opportunity since it substantially increases execution risk which was clearly the problem this earnings season. https://twitter.com/i/web/status/2016581887670784439"
X Link 2026-01-28T18:39Z [----] followers, [--] engagements

"$TSLA: Tesla reports earnings in [--] hours with analysts expecting $0.44 in EPS on $24.8B in revenue. The core story remains unchanged you can read our previous quarter preview for the same. You can find analyst notes from Morgan Stanley and Wells Fargo down below 👇"
X Link 2026-01-28T19:34Z [----] followers, [---] engagements

"$TSLA: Here's what analysts at Morgan Stanley and Wells Fargo had to say ahead of Tesla's Q4 earnings"
X Link 2026-01-28T19:34Z [----] followers, [----] engagements

"$MSFT: Microsoft reports earnings after close with Wall St. forecasting $3.97 in EPS on $80.3B in revenue. While the consensus growth expectation for Azure rests at 37% we think that the buyside is expecting 39% if not slightly higher (an over 40% report would be great news). From $ASML & $TSM we already know that chip demand is insatiable but still going forward it must be reiterated that the question slowly boils down to how much can Azure grow as more data center capacity comes online (Fairwater is making good progress). It should be noted that Microsoft scored the highest in TD Cowen's"
X Link 2026-01-28T19:46Z [----] followers, [---] engagements

"$MSFT: Here's what analysts at UBS had to say ahead of Microsoft's quarterly earnings report"
X Link 2026-01-28T19:46Z [----] followers, [---] engagements

"$META: Will report earnings in an hour with analysts forecasting $8.21 in EPS on $58.3B in revenue. There's not a lot to say great platforms (forecasting sub-30% ad growth) Reels remain the platform of choice for ad-buyers (extremely important growth engine) and the overall environment for advertising remains supportive. The only overhang is capital expenditure hence the stock's performance is entirely at the mercy of Superintelligence Labs churning out great models this year (and at least making some progress to monetize them in any way). At that should create a good re-rating opportunity"
X Link 2026-01-28T19:54Z [----] followers, [---] engagements

"$META: Here's what analysts at Deutsche Bank expected ahead of Q4"
X Link 2026-01-28T19:54Z [----] followers, [---] engagements

"If they're smart about it they'll realise there's no point in trying to beat each other while trying to take over traditional software stacks and instead opt for taking over different industries on their own first. There's probably a lot of synergy to be had in integrating each's separate ecosystem to certain in-built solutions. And actually this reminds me of another company Zoho from India. They basically have their own CRM email etc etc at low prices because they developed it affordably for the Indian market (cheap labour and cheap hosting)."
X Link 2026-01-28T21:12Z [----] followers, [----] engagements

"$TSLA: Reported a beat stock up 3%. More interestingly the long standing sentence has been updated in the release specifically mentioning "further vertical integration". We will manage the businesses such that we ensure a strong balance sheet maintaining sufficient liquidity to fund our product roadmap long-term capacity expansion plans including further vertical integration and other expenses. https://twitter.com/i/web/status/2016621526645428281 https://twitter.com/i/web/status/2016621526645428281"
X Link 2026-01-28T21:16Z [----] followers, [---] engagements

"$MSFT: I just read the word "slowing cloud sales growth" in a Bloomberg headline and remembered that 38% growth is "a given" these days"
X Link 2026-01-29T14:55Z [----] followers, [---] engagements

"$CVX: Chevron reports earnings this morning with analysts expecting quarterly revenues to reach $47.2B with an EPS of $1.47"
X Link 2026-01-30T09:15Z [----] followers, [--] engagements

"$AXP: American Express reports earnings in a few hours with Wall St. forecasting $3.54 in EPS on $18.9B in revenue"
X Link 2026-01-30T09:22Z [----] followers, [--] engagements

"$XOM: ExxonMobil reports earnings today with Wall St consensus currently at $1.67 for EPS and $81.5B for revenues"
X Link 2026-01-30T09:22Z [----] followers, [---] engagements

"$UAL: United Airlines reports earnings tomorrow after close with analysts expecting $2.62 EPS on $15.3 revenue. We've already seen strong demand signals from $DAL's earnings last week. They'll likely try to brush over the Newark problems from the summer. But the bigger risk remains on the guidance front due to the government shutdown (which looks like its going to last). In the last shutdown they changed guidance by 3-points but this time they've already lost a lot of government revenue to DOGE so perhaps less impact. https://twitter.com/i/web/status/1978234358705410379"
X Link 2025-10-14T22:59Z [----] followers, [---] engagements

"$DAL: Delta Airlines will report earnings on Tuesday morning with analysts expecting $1.53 in EPS on $14.7B in revenue. Most revisions for the quarter have been indicative of downside given the large overlap with the government shutdown. Management has guided to a harsh quarter on the back of low government bookings (towards the start anyways) and higher than expected fuel costs. But going forward expect a mid-single digit growth guidance for the year with more focus on demand direction entering the new year (prebooking geographical strength etc). Analyst note from TD Cowen attached 👇"
X Link 2026-01-12T20:27Z [----] followers, [---] engagements

"$NOC: Northrup Grumman reports earnings today morning with analysts expecting $6.97 in EPS on $11.6B in revenue. We have no unique commentary specific to NOC anyone interested can get sectoral thoughts through our $RTX and $LMT previews"
X Link 2026-01-27T08:34Z [----] followers, [---] engagements

"$DIS: Disney reports earnings in a few hours with Wall St. expecting $1.48 in EPS on $23.7B in revenue. Analyst preview from JPMorgan attached 👇"
X Link 2026-02-02T10:41Z [----] followers, [---] engagements

"$DIS: Here's what analysts at JPMorgan had to say ahead of Disney's quarterly earnings report"
X Link 2026-02-02T10:41Z [----] followers, [---] engagements

"$SPY: Government funding bill clears procedural hurdle in U.S. House setting up vote on passage"
X Link 2026-02-03T17:37Z [----] followers, [---] engagements

"$QCOM: Qualcomm reports earnings after close with an estimated EPS of $3.41 on revenues of $12.2B"
X Link 2026-02-04T18:38Z [----] followers, [---] engagements

"$GOOGL: Barclays raises PT to $360 from $315. $GOOGL: Lots of analyst price hikes today already. Citigroup $390 (from $350) Susquehanna $400 (from $350) MoffettNathanson $365 (from $350) Needham $400 (from $330) Bernstein $345 (from $335) Scotiabank $400 (from $375) JPMorgan $395 $GOOGL: Lots of analyst price hikes today already. Citigroup $390 (from $350) Susquehanna $400 (from $350) MoffettNathanson $365 (from $350) Needham $400 (from $330) Bernstein $345 (from $335) Scotiabank $400 (from $375) JPMorgan $395"
X Link 2026-02-05T11:23Z [----] followers, [---] engagements

"$AMZN / $ORCL: CIOs indicated increasing incremental spend on AI services from every software name other than Oracle and Amazon. Currently Microsoft Google and Amazon take the top [--] spots"
X Link 2026-02-05T15:40Z [----] followers, [---] engagements

"$GOOGL / $MSFT: Enterprise IT spending is expected to grow by 3.4% this year according to Morgan Stanley"
X Link 2026-02-05T15:41Z [----] followers, [---] engagements

"$MSFT / $GOOGL: 81% of CIOs expect to have GenAI based workloads in production by the end of [----]. Source: Morgan Stanley"
X Link 2026-02-05T15:52Z [----] followers, [---] engagements

"$SNOW / $PLTR / $NOW: IT spending grew the most in financial services and manufacturing in [----]. Source: Morgan Stanley"
X Link 2026-02-05T16:04Z [----] followers, [---] engagements

"$AMZN / $MSFT: Amazon & Microsoft remain the best positioned to gain shifting of workloads to the cloud over the next [--] years according to CIOs"
X Link 2026-02-05T16:08Z [----] followers, [---] engagements

"US companies announced the most job cuts this January since the Great Recession in [----]. Almost half of the cuts came from Amazon UPS and Dow"
X Link 2026-02-05T16:15Z [----] followers, [--] engagements

"$MSTR: Strategy reports earnings after market close with consensus expecting $2.97 in EPS on $0.1B in revenue"
X Link 2026-02-05T17:33Z [----] followers, [---] engagements

"$RBLX: Roblox reports earnings today with Wall St. expecting an EPS of (-)$0.48 on revenues of $2B"
X Link 2026-02-05T17:35Z [----] followers, [---] engagements

"$AFRM: Affirm reports earnings today with analysts expecting $0.26 in EPS on $1.1B in revenue"
X Link 2026-02-05T17:42Z [----] followers, [---] engagements

"@stockplaymaker1 @stockplaymaker1 LYRA THERAPEUTICS REPORTS POSITIVE RESULTS FROM THE ENLIGHTEN [--] PHASE [--] TRIAL OF LYR-210 ACHIEVING STATISTICALLY SIGNIFICANT RESULTS FOR PRIMARY AND KEY SECONDARY ENDPOINTS IN THE TREATMENT OF CHRONIC RHINOSINUSITIS (CRS) - Reuters"
X Link 2025-06-02T11:04Z [----] followers, [---] engagements

"$COF: Barclays Maintains Overweight PT Lowered to $287 (from $294) Analyst comments: "COFs surprise announcement of a $5.15B acquisition of Brex (50/50 cash/stock) is a clear positive in our view accelerating the build-out of its commercial card and spend-management platform while complementing the ongoing Discover integration on the consumer side. Together these moves should drive a more balanced product suite higher long-term earnings power and potential multiple re-rating. Credit trends remain constructive (Dec card NCOs -93bps y/y 4Q card NCOs 7bps better than we expected) capital returns"
X Link 2026-01-24T13:30Z [----] followers, [--] engagements

"$MA: Mastercard reports earnings in a few hours with Wall St. forecasting $8.8B in revenue and $4.25 in EPS"
X Link 2026-01-29T10:36Z [----] followers, [---] engagements

"$SOFI: Sofi reports earnings before open with analysts expecting $0.12 in EPS on $1B in revenue"
X Link 2026-01-30T09:14Z [----] followers, [---] engagements

"$MDLZ: Mondelez reports earnings after market close with Wall St. expecting $0.7 in EPS on $10.3B in revenue"
X Link 2026-02-03T18:51Z [----] followers, [---] engagements

"$STX: Seagate reports Q2 earnings after the close today. Consensus sits around $2.76bn revenue and $2.81 EPS. Expectations have edged higher in recent weeks yet the setup still looks conservatively positioned given the persistent supply-demand imbalance and accelerating high-density drive adoption (thank you AI). The hard-disk drive market continues to operate under clear structural tailwinds with nearline exabyte demand from hyperscale cloud providers remaining robust amid ongoing data storage expansion. Seagate appears to be gaining traction with its Mozaic 3+ HAMR platform now qualified at"
X Link 2026-01-27T08:57Z [----] followers, [---] engagements

"$BX: Blackstone reports earnings before open today; analysts are expecting $1.53 in EPS on $3.7B in revenue. The stock currently trades at the highest post-SBC FRE multiple in the group making other alternatives more attractive on a SOTP valuation basis. But right now we expect to see another robust fundraising year with flagship vehicles in market and steady wealth/insurance inflows. https://twitter.com/i/web/status/2016823818845876301 https://twitter.com/i/web/status/2016823818845876301"
X Link 2026-01-29T10:40Z [----] followers, [---] engagements

"$RCL: Royal Caribbean reports earnings before open with the market expecting $2.8 in EPS on $4.3B in revenue"
X Link 2026-01-29T10:42Z [----] followers, [---] engagements

"$COST: CostCo reports earnings tomorrow after close with analysts forecasting $4.28 in EPS on $67.2B in revenue. CostCo remains the leader of the retail industry with it still gaining share last month despite slowing (more like moderating) growth. Average growth over the last [--] months has been over 6.5% which is impressive to say the least. The market is expecting an increase of 10-20 bps in core margins and 14% growth for member fee income. Recently CostCo's subscription renewal rates have fallen [--] bps to the 89% range but this is largely due to new customers that signed up through digital"
X Link 2025-12-10T23:12Z [----] followers, [---] engagements

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