@koziii ๐๐๐๐๐บ๐ธๆฑบ็ฎใจ็ตๆธๆๆจ๐ๆฐNISAๅฎๅ
จๅฏพๅฟ๐๐
๐๐๐๐๐บ๐ธๆฑบ็ฎใจ็ตๆธๆๆจ๐ๆฐNISAๅฎๅ จๅฏพๅฟ๐๐ posts on X about ai, $tem, q4, eps the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +28,831%
- [--] Month [-------] +4,812%
- [--] Year [-------] +235%
Mentions: [--] #
- [--] Week [--] +500%
- [--] Month [--] +6,400%
- [--] Months [--] +1,380%
- [--] Year [--] -67%
Followers: [------] #
- [--] Week [------] +0.35%
- [--] Month [------] +3.10%
- [--] Months [------] +34%
- [--] Year [------] +49%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 36% technology brands 14% finance 6% cryptocurrencies 5% automotive brands 2% social networks 1% countries 1% currencies 1% fashion brands 1%
Social topic influence ai 13%, $tem 4%, q4 #87, eps 3%, $125b #5, $pltr 2%, $134b 2%, $googl 2%, $arm 2%, $100k 2%
Top accounts mentioned or mentioned by @yamatost8 @erikabu777 @robotaxi @tokumei0072
Top assets mentioned Tempus AI, Inc. (TEM) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Arm Holdings plc (ARM) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Bitcoin (BTC) Astera Labs, Inc. (ALAB) Cloudflare, Inc. (NET)
Top Social Posts
Top posts by engagements in the last [--] hours
"AIHTML80% Time to consider not just human visitors but to treat agents as first-class citizens. Cloudflares network now supports real-time content conversion to Markdown at the source using content negotiation headers. https://t.co/B7wYH4PtA8 Time to consider not just human visitors but to treat agents as first-class citizens. Cloudflares network now supports real-time content conversion to Markdown at the source using content negotiation headers. https://t.co/B7wYH4PtA8"
X Link 2026-02-14T02:23Z 19.5K followers, [----] engagements
"CRDO CredoFY2026 Q1274%EPS$0.52+1200% Credo TechnologyAI [-----] https://www.youtube.com/watchv=NwjAKrOfohk https://www.youtube.com/watchv=NwjAKrOfohk"
X Link 2025-09-04T10:57Z 19.4K followers, [----] engagements
"TEMAI1note AI Tempus AI AITempus - ADAPT Tempus AIWhitehawkAI https://note.com/koziii/n/nefdeb317eb44 https://note.com/koziii/n/nfdc369ea9709 https://note.com/koziii/n/n9ecfd5f5a3b9 https://note.com/koziii/n/nefdeb317eb44 https://note.com/koziii/n/nfdc369ea9709 https://note.com/koziii/n/n9ecfd5f5a3b9"
X Link 2026-01-27T15:32Z 19.5K followers, [----] engagements
"PLTRRMBSTERPYPLAMDLITEUBERGOOGQCOMARMCOHRENSAMZNAFRMIRENBE"
X Link 2026-02-01T10:13Z 19.4K followers, 34.1K engagements
"๐คPLTR Palantir Technologies Inc. FY2025Q4 137%Rule of 40127%AI2026๐ +5.5%๐ Q4 EPS $0.25 (+79%) $0.23 $1.41B (+70%) $1.34B Q1 $1.532-1.536B $1.33B Adjusted $870-874M FY2026 $7.182-7.198B $6.28B $3.144B (+115%) Adjusted $4.126-4.142B Adjusted FCF $3.925-4.125B $1.076B (+93% YoY +22% QoQ) $507M (+137% YoY +28% QoQ) $570M (+66% YoY +17% QoQ) $677M (+82% YoY) $730M (+60% YoY) ๐KPI Rule of 40: 127% : 139% Adjusted: 57% (Q445%) Adjusted FCF: $791M56% GAAP: 41% GAAP EPS: $0.24 : 180($1M+)84($5M+)61($10M+) TCV (): Q4$4.26B (+138% YoY)$1.34B (+67% YoY) RDV (): $4.38B (+145% YoY +21% QoQ) : 954"
X Link 2026-02-02T23:27Z 19.4K followers, [----] engagements
"๐ GOOGL Alphabet FY25Q4 EPSGoogle Cloud+48%2026$175-185B๐ -2.4%๐ Q4 EPS $2.82+31%$2.64 $113.83B+18%$111.48B FY26 CapEx $175-185B+91-103% Google Search & Other $63.07B+17% YouTube Ads $11.38B+9% Google Network $7.83B-2% Google Subscriptions Platforms & Devices $13.58B+17% Google Cloud $17.66B+48% Other Bets $0.37B-8% ๐KPI $400B$402.84B YouTube+$60B Gemini App MAU 7.56.5 3.25Google One YouTube Gemini API 100+/ Google Cloud $240B+55% YoY2 Google Cloud 30.1%17.5% TTM FCF $73.27B+0.7% YoY ๐ Google Cloud$70BAI Gemini [--] 2026CapEx$175-185B20252AI Waymo$160Alphabet Waymo$21R&D YouTube$60B"
X Link 2026-02-04T22:49Z 19.4K followers, 17.3K engagements
"๐ฅARM Arm Holdings Q3 FY26 EPSBeatQ4AI๐ -9.6%๐ Q3 EPS $0.43+10.3%$0.41 $1.242B+26.4%$1.23B Q4 EPS $0.58$0.04 $0.56 $1.47B$50M $1.44B $737M+27.1% YoY $505M+25.3% YoY ๐KPI ACV: $1620M+28% YoY RPO: $2148M-8% YoY Arm Total Access: 50+10 YoY Arm Flexible Access: 318+23 YoY CSS: 21Q32 : [----] Arm Neoverse: [--] : 202550% ๐ EPS9EPS [--] $505M$519.9M Armv9 CSSCompute Subsystems AWS Graviton5192NVIDIA Vera CPU88Microsoft Cobalt 200132Arm RivianArmv9Tesla OptimusArm AICPU CEO ArmAI3AIArmArm https://twitter.com/i/web/status/2019186358057931017 https://twitter.com/i/web/status/2019186358057931017"
X Link 2026-02-04T23:08Z 19.4K followers, 14.2K engagements
"๐ENS EnerSys Q3 FY26 EPSIRC 45XEPS+50%๐ -7.0%๐ Q3 EPS $2.77-11%$2.72 โ $919.1M+1.4%$932.1M Q4 EPS $2.95-$3.05$3.00$2.92 $960M-$1000M$980M$976.79M : 30.1%-280bp YoY45X 45X: 26.3%+170bp YoY GAAP: $124.2M-13% YoY EBITDA: $159.7M : $184.6M$81.1M : $171.3M$56.8M : $13.3M$24.3M : $743.3M : 1.2x EBITDA Q3: $93.7M - : $84.1M - : $9.6M : $931M : $0.2625/ ๐KPI /: +3% : -4%Motive Power ๐ IRC 45XQ3 Motive Power EnerGize CEO Q345XEPS$1.8450%+1%/Motive Power CFO Q3EnerSys45XQ3 https://twitter.com/i/web/status/2019194190484369564 https://twitter.com/i/web/status/2019194190484369564"
X Link 2026-02-04T23:39Z 19.4K followers, [----] engagements
"๐ฆ AMZN Amazon FY25Q4 AWS24%1322%$200B๐ฅ -9.8%๐ Q4 โ EPS $1.95 (+4.8%) $1.97 $213.4B (+14.0%) $211.2B Q1 $173.5B$178.5B ($176B) $175.16B $16.5B$21.5BLeo+$1B North America $127.1B (+10.0%) International $50.7B (+17.0%+11.0%) AWS $35.6B (+24.0%) North America $11.5B (+24.0%) International $1.0B (-21.0%) AWS $12.5B (+17.0%) ๐KPI() $25.0B (+18.0%) $2.4B$27.4B 11.7%11.3% TTM $77.7B (+31.0%) TTMCF $139.5B (+20.0%) TTM FCF $11.2B (-71.0%) $21.3B (+23.0%) 2026: $200B2025+55%AI ๐ AWS24%13321.4% TrainiumGraviton$10B3 Trainium2140BedrockTrainium32026 23%$21.3B 2026$200BAI/ $2.4B$1.1B$730M$610M"
X Link 2026-02-05T23:05Z 19.5K followers, [----] engagements
"๐ป IREN IREN Limited FY26Q2 AI36GPU๐ -19.3%๐ Q2 FY26 โEPS $-0.52$-0.07 โ $184.7M(-23.1%QoQ)$226.9M Bitcoin Mining Revenue $167.4M(-28.2%QoQ) AI Cloud Services Revenue $17.3M(+137.0%QoQ / +540.7%YoY) ๐KPI() Adj. EBITDA $75.3M(-17.9%QoQ) / 41% $2.8B(131) $9.2B(GPU) 4.5GW(1.6GW) GPU 140k(23kCY26) ๐ Microsoft$3.6B GPU(6%$1.9BGPUcapex95%) $155.4M: $107.4M$111.8M$31.8M$58.2M AI: ASICGPU63k GPU$1.5B ARR : 1.6GW20002028 : AI CloudQoQ+137% CEO AIIREN 4.5GW $3.4B ARR https://twitter.com/i/web/status/2019557613781041278 https://twitter.com/i/web/status/2019557613781041278"
X Link 2026-02-05T23:43Z 19.4K followers, [----] engagements
"@Yamato_st8"
X Link 2026-02-07T12:53Z 19.4K followers, [---] engagements
"1 [--] https://note.com/koziii/n/n0c98598f079bapp_launch=false https://note.com/koziii/n/n0c98598f079bapp_launch=false"
X Link 2026-02-08T10:50Z 19.5K followers, [----] engagements
"Tradingview๐ 1S&P500 [----] https://jp.tradingview.com/chart/US100/VTIszFUZ/ https://jp.tradingview.com/chart/ES1/iQyyhYhV/ https://jp.tradingview.com/chart/US100/VTIszFUZ/ https://jp.tradingview.com/chart/ES1/iQyyhYhV/"
X Link 2026-02-08T10:50Z 19.5K followers, [----] engagements
"๐ป ALAB Astera Labs FY2025Q4 AI2026๐ -10.5%๐ Q4 [----] EPS $0.58 (+56.8%) $0.51 $270.6M (+91.8%) $249.6M Q1 EPS $0.53-$0.54 $0.52 $286M-$297M (8$291.5M) $260.1M PCIe Retimer (Aries) Ethernet Smart Cable Module (Taurus) Fabric Switch (Scorpio X-Series) CXL Memory Controller (Leo) ๐KPI() GAAP 75.6% (Q4)75.7% () Non-GAAP 40.2% (Q4)39.2% () Q4+17% +115% 8EPS ๐ Scorpio X-Series2030$20B NVLink FusionAI Guy AzradAI Leo CXL Smart Memory ControllerMicrosoft Azure M-seriesCXL CFO:Mike TateDesmond Lynch32CFO CEO Astera Labs2025417%27060115% Astera Labs CFO Astera LabsAIAI"
X Link 2026-02-10T23:31Z 19.4K followers, [----] engagements
"๐ NET Cloudflare FY2025Q4 AIACV+50%2021๐ +13.5%๐ Q4 [----] EPS $0.28(+64.7%)$0.27 $614.5M(+33.6%)$591.4M Q1 โ EPS $0.23(+43.8%)$0.25 $620-621M(+29.5%)$614.2M FY2026 โ EPS $1.11-1.12(+22.0% YoY)$1.18 $2785-2795M(+28.5%)$2.74B ๐KPI() Large Customers($100K ARR): 4298(+23% YoY) $100K+: 73%(67%) Dollar-Based Net Retention: 120%(119%) ACV: $42.5M ACV: +50% YoY(2021) Non-GAAP: 15% : 31% AI80% ๐ AI: CEOWebCloudflareWorkers AI : $42.5M EPSNetwork CapEx12-15% $3B ARR: CFOQ4 2026$30ARR$50ARR(2028) : [--] CEO 2025Q4$42.5MACV50%2021 AICloudflareWebCloudflare Cloudflare Workers CFO 20252"
X Link 2026-02-10T23:37Z 19.4K followers, [----] engagements
"๐นHOOD Robinhood Markets FY2025 Q4 missEPSKPI๐ -7.4%๐ Q4 EPS $0.66 (-34%)$0.64 โ $1.28B (+27%)$1.34B FY2026 : Adjusted OpEx+SBC $2.60B-$2.73B+18% YoY Q4 Transaction-based revenues $776M (+15% YoY) - Options $314M (+41%) - Equities $94M (+54%) - Crypto $221M (-38%) miss - Other transaction $147M (+300%) Net interest revenues $411M (+39%) Other revenues $96M (+109%) - Gold subscription $50M (+56%) ๐KPI Funded Customers 2700+7% YoY+180 Total Platform Assets $324B+68% YoY Net Deposits $68.1B+35% YoY Gold Subscribers 420+58% YoY+15015% ARPU $191+16% YoY Event Contracts Traded 85Q4 Margin Book"
X Link 2026-02-10T23:49Z 19.5K followers, [----] engagements
"https://x.com/tesla_archive/status/2021252498447540458s=20 ๐จ $TSLA FSD (SUPERVISED) PASSED [---] BILLION MILES DRIVEN The mileage on Full Self-Driving (Supervised) is climbing fast7650000000 miles and still accelerating https://t.co/YiVSQuIhTW https://x.com/tesla_archive/status/2021252498447540458s=20 ๐จ $TSLA FSD (SUPERVISED) PASSED [---] BILLION MILES DRIVEN The mileage on Full Self-Driving (Supervised) is climbing fast7650000000 miles and still accelerating https://t.co/YiVSQuIhTW"
X Link 2026-02-11T09:57Z 19.4K followers, [----] engagements
"$TSLA [-----] https://x.com/tesla_fsd_/status/2021449687363182598 ๐จ $TSLA [----] [--] โ
@Robotaxi : https://t.co/utjSkHJlkc https://x.com/tesla_fsd_/status/2021449687363182598 ๐จ $TSLA [----] [--] โ
@Robotaxi : https://t.co/utjSkHJlkc"
X Link 2026-02-11T10:04Z 19.4K followers, [----] engagements
"Codex/Claude CodeGithubVercelSupabase DBSupabaseSupabase CLIClaude CodeAI https://twitter.com/i/web/status/2021585425912229993 https://twitter.com/i/web/status/2021585425912229993"
X Link 2026-02-11T14:01Z 19.4K followers, [----] engagements
"๐ฅAISNS RampAI IndexRampAI46.8%PoC SaaSLLM๐ ๐Anthropic 2026116.7%19.5%51 [----] OpenAI36.8%35.9%2 ๐งฉ Anthropic79%OpenAI16%18% Ramp3//4% ๐ ///IDE /CS /SLA / ๐ฅ AnthropicSuper BowlOpenAICMOpenAIChatGPT$1.4TAnthropic$50B 1/12Claude Cowork https://twitter.com/i/web/status/2021733518091620427 https://twitter.com/i/web/status/2021733518091620427"
X Link 2026-02-11T23:50Z 19.4K followers, [----] engagements
"AI10 CloudflareNETFY2025 Q4 61450+33.6%4%EPS0.28CEO AICloudflare noteCEOCFOCloudflareSaaS Cloudflare SaaS SaaS1AIAIAPI CEO Cloudflare CEO Cloudflare Q4ACV50%2021ARR10429823%ARR10026955% [--] NRR120% 111%119%Cloudflare Cloudflare AI note https://twitter.com/i/web/status/2021896091625824656 https://twitter.com/i/web/status/2021896091625824656"
X Link 2026-02-12T10:36Z 19.4K followers, [----] engagements
"@erikabu777 PCCodexClaude Code"
X Link 2026-02-13T01:46Z 19.4K followers, [--] engagements
"2note AI [--] [--] [--] [--] AI note https://note.com/koziii/membership/join https://note.com/koziii/membership/join"
X Link 2026-02-02T12:03Z 19.5K followers, [----] engagements
"CPIM7 [---] ๐ฉ CPIM7XLU+2.78%/XLRE+1.45%M7 CPIM7SaaS [---] ๐ฉ CPIM7XLU+2.78%/XLRE+1.45%M7 CPIM7SaaS"
X Link 2026-02-14T00:53Z 19.5K followers, [----] engagements
"CEO [--] MicrosoftAI CEO [----] [--] [----] 15-20AI+AI CEO CEO [--] 12-18 AI MicrosoftAI CEOAGI Anthropic CEO [--] AI"
X Link 2026-02-14T08:08Z 19.5K followers, 24K engagements
"NXPI NXP Semiconductors FY25Q3 NXPQ3EPS๐ +2.45%๐ Q3 EPS $3.11-10%$3.11 $3.17B -2%$3.16B Q4 EPS $3.073.49$3.28 $3.23.4B+39%$3.23B Automotive $1.84B+0% Industrial & IoT $0.58B+3% Mobile $0.43B +6% Comm. Infra. & Other $0.33B-27% ๐KPI non-GAAP33.8% $310M ๐ MEMS$950M Aviva Links 1.5B CEO CFO https://twitter.com/i/web/status/1982951345318719721 https://twitter.com/i/web/status/1982951345318719721"
X Link 2025-10-27T23:23Z 19.5K followers, [----] engagements
"NVIDIACredo TechnologyCRDO GPUAIAI Credo 272% AICredoAECActive Electrical Cable Credo 66.8%4694.69% CFOAEC Q33.353.45 2.47QoQ27% Backlog CEOAEC Credo 7nm5nmDSPCredo12nmN-1 TSMCAI AEC7mALCActive LED Cable30mRow 10TAM GPU AI note AI AEC ZF OpticsALC OmniConnect https://note.com/koziii/n/n166e5a5f6350app_launch=false https://note.com/koziii/n/n166e5a5f6350app_launch=false"
X Link 2025-12-02T11:27Z 19.5K followers, 55K engagements
"11113Voyager TechnologiesVOYG [----] VOYG21 ๐ 2025Q2+85%Q3+31% 17%8% ๐ NASA2025 40% ISS ๐Starlab [----] [----] NASA Starlab [--] VOYG1.886 funded8820 funded63%3 [--] VOYG T&M58% 42% VOYG Starlab [------] IPO3.8 [----] NASA1.74 [--] Starlab Starlab VOYGnote Starlab URL https://twitter.com/i/web/status/2015748659917591006 https://twitter.com/i/web/status/2015748659917591006"
X Link 2026-01-26T11:28Z 19.5K followers, 10.3K engagements
"๐พSNDK SanDisk Corporation FY26Q2 AIDatacenter+64%QoQEPS๐ +14.4%๐ Q2 EPS $6.20(+404%)$3.54 $3.03B(+61%)$2.69B Q3 EPS $12.00-$14.00 $4.33 $4.40B-$4.80B $2.91B FY26: Datacenter $440M(+76%) Edge $1678M(+63%) Consumer $907M(+52%) ๐KPI Non-GAAP 51.1%(+18.6ppt YoY) Non-GAAP $1.13B(+386% YoY) $980M $1.54B $583M$750M ๐ AIDatacenterQoQ+64% $2.65B+14% Q3EPS $12-$14Q22 20252Western Digital+1700% BiCS8SSD CEO SSDAI https://twitter.com/i/web/status/2017018161405837396 https://twitter.com/i/web/status/2017018161405837396"
X Link 2026-01-29T23:32Z 19.5K followers, 27.2K engagements
"๐ปAMD Advanced Micro Devices FY2025 Q4 Q1-5%๐ AIEPYCInstinct๐ -8.0%๐ Q4 EPS $1.53(+40.4%)$1.32 $10.27B(+34.1%)$9.67B Q1 $9.510.1B(+32.0%)$9.37B Non-GAAP: 55% Data Center $5.38B(+39.4%) - EPYC CPUInstinct GPU - MI308$390M Client $3.10B(+34.0%) Gaming $843M(+49.7%) - Embedded $950M(+2.9%) ๐KPI() FY2025 $34.6B(+34.2%) FY2025 Non-GAAP EPS $4.17(+26.0%) Non-GAAP 57%(+3ppt) Non-GAAP $2.85B(+40.9%) $2.08B MI308Q4 $390MQ1$100M $360M() ๐ Q4EPSQ1-5%-5% $4.97B$5.38BEPYC CPUInstinct GPU MI308Q4$390MQ1$100M Client$3.1BRyzen CPU Gaming+50% Q1$9.8B$9.37B-5% AI CEO 2025AMDAI2026EPYCRyzen CPUAI CFO"
X Link 2026-02-03T23:05Z 19.5K followers, [----] engagements
"๐ณ AFRM Affirm Holdings FY26Q2 BNPLEPSbeatGMV36%๐ -5.7%๐ Q2 EPS $0.37 (+32.1%) $0.27 $1.12B (+30.0%) $1.06B Q3 $0.9710.0B $0.976 FY2026 $4.0864.146B $4.06B ๐KPI() GMV() $13.8B (+36.0%) 25.8M (+23%) [--] [---] (5.3+20%) [--] RLTC(-) GMV4.2%3-4% Adjusted 28-30% ๐ GMV36%32% EPS $0.37$0.2832%beat Amazon203115 Expedia GroupBNPL IntuitQuickBooks PaymentsB2B (ILC)NevadaFDIC 0% APR Affirm Wayfair CEOMax Levchin AffirmAmazon5ExpediaILCGMV36% https://twitter.com/i/web/status/2019554243435544764 https://twitter.com/i/web/status/2019554243435544764"
X Link 2026-02-05T23:30Z 19.5K followers, [----] engagements
"๐ฅRCAT/ALAB/NET/LEU/HOOD/VRT/HWM/NBIS/AMAT/ANET"
X Link 2026-02-08T12:41Z 19.5K followers, [----] engagements
"๐CRDO Credo Technology FY26Q3 AI๐ +14.5%๐ Q3 $404M-$408M (+159% YoY)$342.3M $335M-$345M Q4 : 1$359.1M (Q3+37%$416M-$435M) FY27 YoY: +200% ๐ Q3+18% +19% AIAEC(Active Electrical Cables) [--] ZeroFlap OpticsALCOmniConnect โ 322(PT) EPS https://twitter.com/i/web/status/2020996110345793899 https://twitter.com/i/web/status/2020996110345793899"
X Link 2026-02-09T22:59Z 19.5K followers, 19.4K engagements
"โLEU Centrus Energy FY2025 Q4 $900MHALEU20๐ -7.8%๐ Q4 [----] โEPS $0.94 (-70.7%)$1.36 $146.2M (-3.6% YoY)$146M FY2026 $425-475M(+2.8%)445.97M FY2025 LEU $346.2M (-1.1% YoY) - SWU() $298.7M (+21.0% YoY) - $47.5M (-53.9% YoY) Technical Solutions $102.5M (+11.3% YoY) ๐KPI $3.8B2040 LEU $2.9B$2.3B $2.0B+179% HALEU UF6 [--] DOE HALEU $900M [----] $350-500M Oak Ridge 100Piketon [--] ๐ Q4EPSHALEUPhase [--] +1.5%+6.3%SWU+23%54% $2.0B$805M$524M 202512Piketon15 2026$350-500MHALEU12/2030 LEU$2.3B12HALEUnth-of-a-kind cost CEO 2025CentrusLEU4$900M HALEU $2.3BLEUHALEUNNSA LEU12HALEUnth-of-a-kind LEU"
X Link 2026-02-11T00:16Z 19.5K followers, [----] engagements
"๐ขVRT Vertiv Holdings FY2025Q4 Vertiv252%Q4AI2$15.0B2026๐ +19.3%๐ Q4 [----] EPS $1.36 (+37%) $1.30 โ $2.88B (+23%) $2.89B Q1 $2.50B-$2.70B (+18%-26%) $2.56B EPS $0.95-$1.01 (+48%-58%) $0.96 FY2026 EPS $5.97-$6.07 (+43%) [----] $13.25B-$13.75B (+27%-29%) $12.39B Americas $1886.3M (+50.2% YoY +46.2%) APAC $492.0M (-9.6% YoY -9.3%) EMEA $501.7M (-8.2% YoY -14.1%) ๐KPI() (Backlog): $15.0B (+109% YoY) - Book-to-Bill: 2.9x - Q4: +252% YoY - Adjusted Operating Margin: 23.2% (+170bps YoY) Adjusted FCF: $910M (+151% YoY) ๐ AIQ4252%12+81% Americas+46.2%/ $15.0B2Book-to-Bill2.9x"
X Link 2026-02-11T13:37Z 19.5K followers, [----] engagements
"โก NBIS Nebius Group FY2025 Q4 AI GroupEBITDACore AI Cloud+800%2026ARR7-9B ๐ +2.1%๐ Q4 โ $227.7M (+547%)$242.79M FY [----] ARR $7-9B 2025$1.25B Core AI Cloud $214.2M +800% TripleTen $12.7M +88% Avride robotaxiUber partnership ๐KPI YE'25: Core AI Cloud Adj. EBITDA Margin 24%Q2 10%Q3 19%Q4 24% ARR: YE'25 $1.25B ($900M-1.1B+126%) Active Power: 170MW (100MW+70%) : 2GW20263GW GroupEBITDA: Q4 +$15.0MFY -$64.9M CF: Q4 $834.3M : $3.7B$2.4B ๐ Core AI CloudQ4$214M94%$24M+800% Adjusted EBITDA Margin 3Q424%operating leverage Microsoft & Meta$17-19B$3B11Q42026 Q420263GW TavilyAI2 Avride:"
X Link 2026-02-12T13:12Z 19.5K followers, 63.5K engagements
"โAMAT Applied Materials FY26Q1 AI+12.8%๐ +12.8%๐ FY26Q1 EPS $2.38(0%)$2.21 $7.01B(-2%)$6.87B FY26Q2 EPS $2.44-2.84(+11%)$2.28 $7.15-8.15B(+9%)$7.02B Semiconductor Systems $5.14B(-8.1%) DRAM Applied Global Services $1.56B(+15.2%) Other $0.31B(+44.4%) ๐KPI() DRAM34%(27%) 49.1%(Non-GAAP)+20bps CF$1.69BCF$1.04B(+91%) $702M($337M+$365M) CY2026+20% ๐ AIHBM [----] [----] Samsung ElectronicsEPIC Center :Viva(GAA)Sym3 Z Magnum()Spectral(ALD) 2026$1T CEO Applied MaterialsAI1Applied202620% CFO [--] https://twitter.com/i/web/status/2022081969119768846 https://twitter.com/i/web/status/2022081969119768846"
X Link 2026-02-12T22:54Z 19.5K followers, [----] engagements
"๐ฅAnthropic30B380BGICCoatue 2OpenAI40BVC๐ 14B [--] [--] [--] [--] [---] [---] Fortune [---] Claude Code 2025/5252026 AI 380B 14B [--] AIAnthropicAzure30B โ 3๐ A) ClaudeOS B) C) https://twitter.com/i/web/status/2022186236988060130 https://twitter.com/i/web/status/2022186236988060130"
X Link 2026-02-13T05:49Z 19.5K followers, [----] engagements
"GPUNBISQ4547%2277024700 ARR12.5 11Q35.51 ARR2026ARR7090CapEx [------] NebiusCFODado Alonso ARR ARRARR Q411Q4121ARR12 SVPAndrey KorolenkoQ22027 Q3ARR ARR ARR ARRARR12 ARRARRARR 202512ARR12.511121ARR ARR2 ARRCRO12Q32ASP50%ARR ARRARR Nebius3GPUARRARR Q4 Q422770547%56%52980479% AI21420802%94%6%TripleTenEdTechAvrideAI ARR12.520249000114CoreWeave2025Q3ARR26 Q4EBITDA15007%63907890 AIEBITDA24%Q210%Q319% 30%60%70%23%91%SGA70%243% SGAQ44360M&A4360SGA1163051%243% D&A18070443%GAAP23450GPU1NBIS Q483430 Q415.665 Nebius 15.82.813131Nebius [--] 72030Q4760090 3720242441.611.5 35.5124.53.58.555.7GPU note โก NBIS"
X Link 2026-02-13T12:49Z 19.5K followers, 43.8K engagements
"NBISEarnings call CFO GPU https://note.com/koziii/n/na2256aa1b232app_launch=false https://note.com/koziii/n/na2256aa1b232app_launch=false"
X Link 2026-02-13T12:49Z 19.5K followers, [----] engagements
"SaaS is deadSIer is dead"
X Link 2026-02-13T13:25Z 19.5K followers, [----] engagements
"220 [-----] Supreme Court: February 20th to be the first opinion day amid tariff wait. Also sets February 24th and 25th as days for opinions. Supreme Court: February 20th to be the first opinion day amid tariff wait. Also sets February 24th and 25th as days for opinions"
X Link 2026-02-13T15:37Z 19.5K followers, [----] engagements
"ClaudeAgent TeamMax"
X Link 2026-02-15T06:45Z 19.5K followers, [----] engagements
"๐ฅBaiduAIOpenClawBaidu7MAUAI [--] or WhatsApp/Telegram ๐ Baidu BaiduWenkuNetdiskEC โ OpenClaw / 2026/2/17 AI 3๐ A) /OS B) C) https://twitter.com/i/web/status/2022946228733120660 https://twitter.com/i/web/status/2022946228733120660"
X Link 2026-02-15T08:09Z 19.5K followers, [----] engagements
"@Yamato_st8 ๐"
X Link 2026-02-15T08:25Z 19.5K followers, [----] engagements
"S&P50010012 [--] https://note.com/koziii/n/n687d610079dbapp_launch=false https://note.com/koziii/n/n687d610079dbapp_launch=false"
X Link 2026-02-15T12:10Z 19.5K followers, 10.6K engagements
"NBIS NBISnote https://note.com/koziii/n/na2256aa1b232 https://note.com/koziii/n/na2256aa1b232"
X Link 2026-02-15T13:01Z 19.5K followers, [----] engagements
"2/13AI8 [--] [--] [--] [--] "" [--] [--] "" [--] note"
X Link 2026-02-16T12:31Z 19.5K followers, [----] engagements
"AI8 https://note.com/koziii/n/nf92e2b211a1bapp_launch=false https://note.com/koziii/n/nf92e2b211a1bapp_launch=false"
X Link 2026-02-16T12:31Z 19.5K followers, [----] engagements
"1.81% 199% 597% SAPServiceNowAdobeHubSpot. AI ETF-22% ETF vs AI Claude CoworkAI AI SAP AI SAP [--] 2AIM&A AI CloudflareSnowflakeDatadogFastly Datadog+10% Fastly+100% 27% [---] NVIDIA10% / AI [----] AI JP ServiceNow vs 1% [--] 2JP [--] 99% https://twitter.com/i/web/status/2023406080056086892 https://twitter.com/i/web/status/2023406080056086892"
X Link 2026-02-16T14:36Z 19.5K followers, [----] engagements
"noteAI213 https://note.com/koziii/n/nf92e2b211a1b https://note.com/koziii/n/nf92e2b211a1b"
X Link 2026-02-16T15:21Z 19.5K followers, [---] engagements
"๐ $PLTR FY24 Q2 EPS $0.09(+80%)$0.08 $6.78(+27.2%)$6.52 Q3 $6.977.01$6.80 FY24$27.4227.5$27 $6.72(+47) - $3.07(+33%) $1.59(+55%) +83% - $3.71(+23%) $2.78(+24%) - +41% - Rule of [--] 64% +12.3%๐"
X Link 2024-08-05T22:49Z 11.3K followers, [--] engagements
"Fear&GreedExtreme Fear [----] VIX"
X Link 2024-08-06T14:25Z 11.3K followers, [--] engagements
"โ $SMCI FY24 Q4 โEPS $6.25$7.81 $53.1(+143.6%)$53.0 FY24 โEPS $22.09$23.83 $149.4$149.4 Q1 โEPS $6.698.27$7.58 $6070$54.5 FY25 โEPS $23.2924.09$33.54 $260300$234 Non-GAAP Gross margin 11.3%(5.8pt) - Non-GAAP Operating margin 7.8%(3.2pt) - 1:10 12%๐ CEO SupermicroAI2024110149GAAP18722.09 AI"
X Link 2024-08-06T22:55Z 11.3K followers, [--] engagements
"๐ก $ABNB FY24 Q2 EPS $0.86$0.81 $27.5(+10.9%)$27.4 โQ3 $36.737.3(+810%)$38.4 - GBV $212(+11%) - Nights and Experiences Booked 125.1M(+9%) 16.2%๐"
X Link 2024-08-06T23:16Z 11.3K followers, [--] engagements
"Apple NVIDIA OpenAI Apple NVIDIA OpenAI OpenAI [----] ๐ถ - Thrive Capital [--] OpenAI - Apple Wall Street Journal NVIDIA Bloomberg - [---] OpenAI Microsoft - OpenAI [--] [---] [----] ๐ถ OpenAI OpenAI [----] ChatGPT AI AI Apple OpenAI AI ChatGPT Apple IntelligenceOpenAI NVIDIA OpenAI AI ๐ถ OpenAI OpenAI OpenAI"
X Link 2024-09-02T14:48Z 11.7K followers, [--] engagements
"NVIDIABlackwell ๐ถCEO - Jensen HuangBlackwell - - ๐ถ NVIDIAAccenture - AccentureNVIDIA - AI ๐ถ CEO - Accenture CEO Julie Sweet - AI - Accenture AI Refinery - NVIDIA CEO Jensen Huang - AI -"
X Link 2024-10-03T02:47Z 11.7K followers, [--] engagements
"๐ฆ $JPM JP FY24 Q3 EPS $4.37$3.98 $426.5(+7.0%)$413.8 - CCB $178(3%) - CIB $170(+8%) - AWM $54(+9%) - Corporate $30(+97%) +1.58%๐"
X Link 2024-10-11T12:39Z 11.8K followers, [--] engagements
"๐ฆ $GS FY24 Q3 EPS $8.4$6.92 $127(+7.4%)$117.6 - Global Banking $85.5(+7%) +20% - Asset & Wealth $ 37.5(+16%) - Platform Solutions $ 3.91(32%) - $3.97 +3.26%๐ CEO"
X Link 2024-10-15T12:03Z 11.8K followers, [--] engagements
"๐ฆ $BAC FY24 Q3 EPS $0.81$0.76 $253(+0.4%)$252.3 - Consumer Banking: $104(1%) - Global Wealth: $58(+8%) - Global Banking: $58(6%) - Global Markets: $56(+14%) - $15(QoQ+34M) +2.3%๐ CEO [--] [--] [--] 2"
X Link 2024-10-15T12:18Z 11.8K followers, [--] engagements
"๐ฆ $C FY24 Q3 EPS $1.51$1.31 $203.2(+0.9%)$198.2 - Services $50.3(+8%) - Markets $48.2(+1%) - Banking $16.8(+18%) - Wealth $20.0(+9%) - USPB $50.5(+3%) - Other $18.3(18%) +2.0%๐ CEO 2% [---] 32% 31% 9% 3% 8% 20252024"
X Link 2024-10-15T12:35Z 11.8K followers, [--] engagements
"AITikTokAI500AIAI AI 1"
X Link 2024-10-15T22:50Z 11.8K followers, [--] engagements
"โ $TSM TSMC FY24 Q3 EPS: $1.94(+54.2%)$1.79 : $235(+36.0%)$232.9 - Gross margin 57.8% - Operating margin 47.5% - 3nm 20% - 5nm 32% - 7nm 17%"
X Link 2024-10-17T06:10Z 15.4K followers, [--] engagements
"๐ณ $AXP FY24 Q3 EPS $3.49(+6%)$3.29 () $166.4(+8.2%)$166.4 FY24 EPS $13.7514.05$13.28 โ $606(+9%)$660 4.1%๐"
X Link 2024-10-18T13:15Z 15.4K followers, [--] engagements
"OpenAIo1 o1 Pro OpenAI o1 is now out of preview in ChatGPT. Whats changed since the preview A faster more powerful reasoning model thats better at coding math & writing. o1 now also supports image uploads allowing it to apply reasoning to visuals for more detailed & useful responses. https://t.co/hrLiID3MhJ OpenAI o1 is now out of preview in ChatGPT. Whats changed since the preview A faster more powerful reasoning model thats better at coding math & writing. o1 now also supports image uploads allowing it to apply reasoning to visuals for more detailed & useful responses."
X Link 2024-12-05T23:12Z 12.2K followers, [----] engagements
"๐คฃ BREAKING ๐จ: Pelosi on inauguration day makes a ton of new trades - $500k in Google call options - $500k in Nvidia call options - $1M in Vista Corp $VST call options - $100k in Tempus AI $TEM call options see below for the full trade list https://t.co/cXxvcaq3UL BREAKING ๐จ: Pelosi on inauguration day makes a ton of new trades - $500k in Google call options - $500k in Nvidia call options - $1M in Vista Corp $VST call options - $100k in Tempus AI $TEM call options see below for the full trade list https://t.co/cXxvcaq3UL"
X Link 2025-01-20T15:44Z 12.5K followers, [----] engagements
"Earnings call https://x.com/koziii/status/1884817018018492833 https://x.com/koziii/status/1884817018018492833"
X Link 2025-01-30T07:05Z 13K followers, [----] engagements
"UBER https://x.com/koziii/status/1953225655963034006 https://x.com/koziii/status/1953225655963034006"
X Link 2025-08-07T02:47Z 14.5K followers, [--] engagements
"$WMT ๐ $HD ๐ฆบ $BIDU ๐ $JD JD๐ $SE sea๐พ $TGT ๐ฌ $M Macys๐ฌ $CSCO Cisco Systems๐ป $LB LBrands๐ $PRPL ๐ $RIDE Lordstown Mortors๐ $VFC VF Corporation๐"
X Link 2021-05-16T11:53Z 17.9K followers, [--] engagements
"$ATVI JPM Overweight โก Neutral / $100 โก $88 (from $100) $CFLT William Blair Outperform $IDXX MS Overweight / $732 $OKTA DA Davidson Buy / $315 $OTLY MS Equalweight โก Overweight / $20 โก $14 $PYPL UBS Buy / $263 $SQ UBS Buy / $322"
X Link 2021-11-18T12:28Z 18.8K followers, [--] engagements
"$GOOGL - Cowen $3500 โก $3600 - Jefferies $3500 โก $3600 - Canaccord $3350 โก $3500 - RBC $3400 โก $3500 - Piper Sandler $3150 โก $3475 - JPM $3250 โก $3450 - MS $3430 โก $3450 - Baird $3175 โก $3200"
X Link 2022-02-02T12:31Z 17.9K followers, [--] engagements
"$WAT - Citigroup $365 โก $350 - Cowen $375 โก $366 - Evercore ISI $375 โก $365 - JPM $350 โก $330 - SVB Leerink $375 โก $350"
X Link 2022-02-02T14:53Z 18.8K followers, [--] engagements
"9/151 ๐ $EVH DI $ABBV $BIIB $CDXS $CELH $CVS $DLO $DOCU $EDIT $JAZZ $MAR $MQ $MRVI $ON $SHOP $SOFI $STAA $UNH DI $FISV $MARA MACD $BIGC $CLR $EDIT $TFC MACD $EOG $FANG $LTHM $MARA $MRVL $TMO"
X Link 2022-09-15T23:40Z 18.8K followers, [--] engagements
"https://investors.rigetti.com/news-releases/news-release-details/rigetti-computing-launches-84-qubit-ankaatm-3-system-achieves https://investors.rigetti.com/news-releases/news-release-details/rigetti-computing-launches-84-qubit-ankaatm-3-system-achieves"
X Link 2024-12-23T13:55Z 16.6K followers, [----] engagements
"STEM +12.7๐ STEMAI BloombergNEFSTEMAI STEM https://t.co/eUOW0IcssG STEMAI BloombergNEFSTEMAI STEM https://t.co/eUOW0IcssG"
X Link 2026-01-02T23:34Z 17.9K followers, [----] engagements
"๐ก CRDO Credo Technology Group FY26Q2 AIEPS +17.2%๐ Q2 EPS $0.67 $0.50 $268.0M(+272.1%) $234.99M $261.3M+278% IP $6.7M(+127%) Q3 $335.0M345.0M $247.60M ๐KPI Non-GAAP67.7% $813.6M ๐ +272%AI/AI 68% Q3FY2610AIFY26 CEO 2Credo2680020%272%CredoAIAECICZeroFlap OpticsALCOmniConnect2026 https://twitter.com/i/web/status/1995628047249367333 https://twitter.com/i/web/status/1995628047249367333"
X Link 2025-12-01T22:56Z 19.5K followers, 16.4K engagements
"AIMarvell Technology H1002023MarvellCelestial AIAI NVIDIAMarvell GPUMarvell Marvell HDDCEOInphiCelestial AI FY26 Q3 20.75YoY +37% EPS0.76YoY +77% AI60% 73%YoY+38% [--] Google/Amazon Broadcom AI InfineonCelestial AI M&A CEO +25%+40% 1.6TDSP2nmCapex MarvellAI2 GPU note Celestial AI - Marvell - https://note.com/koziii/n/n615a55565b45app_launch=false ๐กMRVL FY26Q3 AIEPS๐ AI๐ฅ +10.5%๐ Q3 EPS $0.76 (+77%) $0.74 $2.075B https://t.co/e9KITCusi2 https://note.com/koziii/n/n615a55565b45app_launch=false ๐กMRVL FY26Q3 AIEPS๐ AI๐ฅ +10.5%๐ Q3 EPS $0.76 (+77%) $0.74 $2.075B https://t.co/e9KITCusi2"
X Link 2025-12-04T02:54Z 19.5K followers, 20.8K engagements
"๐ณV Visa Inc. FY26Q1 +15%EPS+15%VAS๐ -1.3%๐ Q1 EPS $3.17(+15.3%)$3.14 $10.9B(+14.6%)$10.69B Q2 2% EPS 2% FY26 2% EPS 2% Data Processing $5.54B(+17%) Service $4.76B(+13%) International Transaction $3.65B(+6%) Other $1.21B(+33%) Client Incentives ($4.27B)(+12%) ๐KPI Payments Volume +8% YoY Cross-border Volume ex. Intra-EU +11% YoY Cross-border Volume Total +12% YoY Processed Transactions 694(+9% YoY) 50(+6% YoY) $64 ๐ MDL1110 $51223EPS $51$37.6$12.9 $211 $0.67/32 CEO Visa115%GAAP EPS17%Non-GAAP EPS15%Visa as a Service https://twitter.com/i/web/status/2017013959296241679"
X Link 2026-01-29T23:16Z 19.5K followers, [----] engagements
"$REGN Checkmate Pharmaceuticals https://investor.regeneron.com/news-releases/news-release-details/regeneron-acquire-checkmate-pharmaceuticals-and-its https://investor.regeneron.com/news-releases/news-release-details/regeneron-acquire-checkmate-pharmaceuticals-and-its"
X Link 2022-04-19T12:19Z 19.4K followers, [--] engagements
"Claude [---] Sonnet AI"
X Link 2025-03-10T10:13Z 19.5K followers, 460.3K engagements
"๐ABNB Airbnb Inc. FY25Q2 13%16%3 -6.4%๐ Q2 EPS $1.03(+19.77%)$0.94 $3.10B(+13.0%)$3.03B Q3 $4.02-4.10B(8-10%)$4.05B Nights and Seats Booked: 134.4M (+7.0%YoY) Gross Booking Value: $23.5B (+11.0%YoY) Average Daily Rate (ADR): $174.48 (+3.0%YoY) ๐KPI Nights and Seats Booked: 134.4M+7% YoY Gross Booking Value: $23.5B+11% YoY+9% Average Daily Rate: $174.48+3% YoY+1% Take Rate: 13.2%13.0% App: 59%55%17% : [--] EBITDA: $1.04B34%+17% : $962M31% ๐ : 5600004.93/5 $6B: Q2$1.0B$6B AI: 100%15% : [--] : [--] : 15% CEO [--] CFO [--] https://twitter.com/i/web/status/1953236704476938551"
X Link 2025-08-06T23:28Z 19.5K followers, [----] engagements
"๐งฌTEM Tempus AI FY25 Q2 YoY +89.6%EPS 12.6Adjusted EBITDA +9.8%๐ Q2 EPS $-0.22(+65%)$-0.25 $314.6M(+89.6%)$297.8M FY25 $1.26B(+82%)$1.25B EBITDA $5M(+$110M) $241.8M(+115.3%) $133.2M(+32.9%)26% $97.3M(+33.6%)32% $72.8M(+35.7%) Insights40.7% ๐KPI NGS21200030% $195.0M+158.3%62.0% EBITDA$-5.6M$-31.2M$25.6M [--------] [---] ๐ 89.6%115% 45.5%62.0% 2025EBITDAAI AstraZeneca$200M Deep [--] AIAmbry Genetics CEO EBITDA30%212000NGSAI10 https://twitter.com/i/web/status/1953810166744576305 https://twitter.com/i/web/status/1953810166744576305"
X Link 2025-08-08T13:26Z 19.5K followers, [----] engagements
"๐ฏTEM Tempus AI FY2025Q3 84.7%3.342EPS-0.11-0.18AIEBITDA -6.5%๐ Q3 EPS [$-----] [$-----] $334.2M+84.7% $328.67M FY25 $1.265B+80% $1.26B $252.9M+117% $81.3M+26.1% ๐KPI EBITDA Paige AI ๐ AI 25%AI CEO EBITDA https://twitter.com/i/web/status/1985858897677287873 https://twitter.com/i/web/status/1985858897677287873"
X Link 2025-11-04T23:57Z 19.4K followers, 11.9K engagements
"ALAB Astera Labs2025Q3OKOKOKAIEPS๐ ALAB52 AIALAB EPSAIALABAIEPS AIGPUALABNVIDIAAI Earnings Call3AICXLQ43ALAB 1AIAIALAB 2CXLCXLCPUGPUAIALABCXLLeo2025 3Q4ALAB Earnings Callnote https://twitter.com/i/web/status/1986060025216016651 https://twitter.com/i/web/status/1986060025216016651"
X Link 2025-11-05T13:16Z 19.4K followers, 29.2K engagements
"โARM Arm Holdings FY26Q2 AI+34% +3%๐ Q2 EPS $0.39 (+30%)$0.33 $1.135B (+34%)$1.06B $620M (+21%) $515M (+56%) Q3 EPS $0.37-0.45 (+5%)$0.35 $1.175-1.275B (+8%)$1.11B ๐KPI ACV$1600M (+28%) RPO$2246M (-6%) CSS 19/11 ๐ Lumex CSSAI /AIArm Neoverse50% Google/AWS/MicrosoftArm R&DAICSS CEO Q210AIAIArm CFO https://twitter.com/i/web/status/1986205018689839542 https://twitter.com/i/web/status/1986205018689839542"
X Link 2025-11-05T22:52Z 19.4K followers, [----] engagements
"๐กMRVL FY26Q3 AIEPS๐ AI๐ฅ +10.5%๐ Q3 EPS $0.76 (+77%) $0.74 $2.075B (+37%) $2.07B Data center $1517.9M (+38%) Enterprise networking $237.2M (+57%) Carrier infrastructure $167.8M (+98%) Consumer $116.6M (+21%) Automotive/industrial $35.0M (58%) ๐KPI Q3 Non-GAAP 59.7% Q3 Non-GAAP 36.3% Q3 $582.3M 73% Q4FY26 Q4 EPS $0.740.84 $0.77$ $2.092.31B $2.17B FY26 [--] ๐ AI+38% YoY7 EthernetInfineon$2.5B$1.8BAI/ Q4EPS40 Celestial AIAI CEO [----] https://twitter.com/i/web/status/1995998875124203710 https://twitter.com/i/web/status/1995998875124203710"
X Link 2025-12-02T23:29Z 19.4K followers, 20.5K engagements
"noteAI 12๐ GoogleBroadcomNVIDIARubinAI 272%CredoAICredo Technology https://note.com/koziii/membership/join https://twitter.com/i/web/status/1996208929634959803 https://note.com/koziii/membership/join https://twitter.com/i/web/status/1996208929634959803"
X Link 2025-12-03T13:24Z 19.5K followers, [----] engagements
"Firefly Aerospace(FLY)3020253Blue Ghost11SciTecAlpha Block II [-----] Firefly SPAC 202511SciTec8.55 Firefly3 AlphaMLV Blue GhostOTV ABC3 Firefly [--] IDIQ SpaceXPalo Alto Networks SciTec SciTec Firefly Firefly PER 15-20 PER 25-35 50% Russell 2026Q1SciTec note https://twitter.com/i/web/status/2013928689826951261 https://twitter.com/i/web/status/2013928689826951261"
X Link 2026-01-21T10:56Z 19.4K followers, [----] engagements
"400OpenAI300 [-----] http://x.com/i/article/2016371522739617792 http://x.com/i/article/2016371522739617792"
X Link 2026-01-28T04:48Z 19.3K followers, 64.7K engagements
"AIGE VernovaNVIDIAOpenAI AIGE Vernova2025 150025% 450% 59334% [----] CEO Scott Strazik [---------] 83GW121GW 2026100GW 1236GW 10-20% GEV20010002026200500 [------] [-----] AWSGoogleMicrosoftMetaGEV GEV Strazik CEO2 2027CEO 10% GEV10% [-------] AINVIDIAMicrosoftGoogle AI GEV NVIDIAGPU AI AIAI GEV [--] [-----] AI AI AI GEV AI NVIDIAGEVAI note https://twitter.com/i/web/status/2016819114795553253 https://twitter.com/i/web/status/2016819114795553253"
X Link 2026-01-29T10:22Z 19.4K followers, [----] engagements
"๐กCOHR Coherent Q2 FY26 EPSBeat+34%๐ -4.27%๐ Q2 EPS $1.29+35.8%$1.21 $1.69B+22%*$1.64B *A&D Q3 EPS $1.28-$1.48$1.38$1.32 $1.70B-$1.84B$1.77B$1.71B $1208M+34%72% $478M0% ๐KPI Non-GAAP: 39.0%+77bp YoY Non-GAAP: 19.9%+140bp YoY Non-GAAP: $336M+27% YoY GAAP EPS: $0.76+71% YoY 6EPS ๐ AI 1.6T InP Optical Circuit SwitchOCS$20 Bystronic1 300mm SiCXPU CEOJim Anderson 121FY26FY27 https://twitter.com/i/web/status/2019188628166177091 https://twitter.com/i/web/status/2019188628166177091"
X Link 2026-02-04T23:17Z 19.5K followers, 14.3K engagements
"๐คSOUN SoundHound AI FY25Q2 $42.7M2025 +12.7%๐ Q2 EPS -$0.03(+73%)-$0.10 $42.7M(+217%)$32.9M FY25 $160-178M(+91-117%)$159.6M ๐KPI Non-GAAP 58.4%66.5% EBITDA -$14.3M-$13.8M [--] ๐ 15Amelia [--] Red LobsterChipotleCasey's CEO SoundHound2024 CFO 2AI"
X Link 2025-08-07T23:07Z 19.5K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing