@obienu59136 Emmanuel -Big tech and blue chip Lover
Emmanuel -Big tech and blue chip Lover posts on X about ai, strong, flow, cash flow the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Week [------] +13%
- [--] Month [-------] +58%
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- [--] Week [---] +1.70%
- [--] Month [-----] +34%
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- [--] Week [-----] +0.24%
- [--] Month [-----] +0.97%
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Social Influence
Social category influence stocks 57.29% finance 40.26% technology brands 27.23% cryptocurrencies 14.45% countries 6.58% exchanges 5.03% automotive brands 5.03% financial services #2823 currencies 1.94% social networks 1.55%
Social topic influence ai 15.1%, strong 14.45%, flow 8.26%, cash flow #511, growth 6.84%, meta 5.29%, crypto 5.16%, tech #3204, core 4.65%, health 4.39%
Top accounts mentioned or mentioned by @time2ctruth2 @1trueamerican @d40794074 @chrissyhowell16 @hunterallen4 @thegaboeth @emilysm43 @thoresonlaurie @bigdoginc6 @jesse44964800 @dan_nikas
Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Solana (SOL) Cardano (ADA) Robinhood Markets, Inc. (HOOD) Spotify Technology (SPOT) Cloudflare, Inc. (NET) Orochi Network (ON) Cleveland-Cliffs, Inc. (CLF) Becton Dickinson and Co (BDX) Microsoft Corp. (MSFT) Meta Platforms, Inc. (META) NVIDIA Corp. (NVDA) CVS Health Corp (CVS) Oscar Health, Inc. (OSCR) Upstart Holdings, Inc. (UPST) monday.com Ltd. (MNDY) Hims & Hers Health, Inc. (HIMS) Datadog Inc (DDOG) Opendoor Technologies Inc Common Stock (OPEN) Coca-Cola Co (KO) ON Semiconductor, Corp. (ON) Micron Technology, Inc. (MU) Shopify Inc (SHOP) Ethereum (ETH) Coinbase Global Inc. (COIN) Iris Energy Limited (IREN) Palantir Technologies Inc. (PLTR) Mario Coin (COIN) Grab Holdings Limited Class A Ordinary Shares (GRAB) Applied Materials, Inc. (AMAT) RAI Finance (SOFI) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Nebius Group N.V. Class A Ordinary Shares (NBIS) UnitedHealth Group (UNH) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) AppLovin Corporation (APP) ZetaChain (ZETA) Now Coin (NOW)
Top Social Posts
Top posts by engagements in the last [--] hours
"📊 Q4 [----] Earnings Recap Winners & Misses 🚀 Big Beats (Top Momentum) 🟩 Datadog ($DDOG) Rev: $953M vs $917M est (+4%) Adj EPS: $0.59 vs $0.39 est (+51%) 👉 Strong AI/cloud demand narrative intact. 🟩 Cloudflare ($NET) Rev: $615M vs $591M est (+4%) Adj EPS: $0.28 vs $0.17 est (+65%) 👉 Operating leverage improving. 🟩 Upstart ($UPST) Rev beat (+2.6%) Adj EPS beat +35% 👉 Credit cycle stabilizing theme. 🟩 Zillow ($Z) Rev beat (+0.6%) Adj EPS beat +62% 👉 Margin execution top-line growth. 🟦 Solid Execution 🟦 Gilead Sciences ($GILD) Rev +3.8% beat EPS slight beat 🟦 Ferrari ($RACE) Rev +3.9%"
X Link 2026-02-11T09:18Z [----] followers, [--] engagements
"📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and"
X Link 2026-02-12T14:10Z [----] followers, [---] engagements
"$COIN - COINBASE IS RIPPING"
X Link 2026-02-13T16:14Z [----] followers, [--] engagements
"🛍 Consumer & Retail $LULU $NKE $GRAB Key Points: Brands with pricing power & loyal followings Often counter-cyclical to the S&P [---] ✅ Resilient consumer discretionary exposure"
X Link 2026-02-14T12:39Z [----] followers, [--] engagements
"@EmilySm43 Good Morning Lovely Emily Have a fab Monday"
X Link 2025-11-10T11:52Z [----] followers, [--] engagements
"Companies Reporting Before Open 06:30: Dollar Tree $DLTR 06:55: Macy's $M 07:05: Sprinklr $CXM 06:30: THOR Industries $THO"
X Link 2025-12-03T09:39Z [----] followers, [---] engagements
"🔥 Key Stocks by Vertical [----] Edition 🗄 Data Storage $STX Seagate $WDC Western Digital $RBRK Rubrik 🤖 Artificial Intelligence (AI) $GOOGL Alphabet $AMZN Amazon $MSFT Microsoft $META Meta Platforms 📱 SuperApp $GRAB Grab Holdings"
X Link 2025-12-18T16:34Z [----] followers, [---] engagements
"💥 Top Data Center Deals (by $ value) $NBIS Nebius Vineland AI campus NJ Microsoft 300MW 5y $17.4B $GLXY Galaxy Digital Helios TX 572MW 15y $10.5B $CORZ Core Scientific CoreWeave HPC [--] sites 590MW 12y $10.2B $IREN IREN AI cloud US Microsoft 200MW 5y $9.7B $WULF TeraWulf Abernathy TX Fluidstack 168MW 25y $9.5B $HUT Hut [--] River Bend LA Fluidstack 245MW 15y $7.0B $CIFR Cipher Mining Black Pearl TX AWS 207MW 15y $5.5B $CIFR Cipher Mining Barber Lake TX Fluidstack 207MW 15y $3.8B $WULF TeraWulf Lake Mariner NY Fluidstack 200MW 10y $3.7B $WULF TeraWulf Lake Mariner NY Core42 60MW 10y $1.0B $WYFI"
X Link 2025-12-22T08:41Z [----] followers, [---] engagements
"🧵 $ZETA AI MarTech Disruptor (Bull vs Bear) ⚡ Price / Mkt Cap: $24.4 $5.8B 🟢 Bull Case Marigold +$190M high-margin revenue [----] Rev $1.73B (+34% YoY) FCF $224M (+42%) Athena AI 87% time saved 6x ROAS Expanding Fortune [---] + global footprint Valuation 22x FCF bulls see 3540x $4050+ 🔴 Bear Case Marigold integration risk margin pressure GAAP losses persist (adj. metrics heavy) Crowded MarTech (Adobe Salesforce) Data/privacy/regulatory overhang 11% short interest skepticism Scenario Table Bull: $4050+ Base: $3035 Bear: $2225 Bottom Line 🎯 Volatile but asymmetric upside. CES + earnings = key"
X Link 2026-01-11T00:27Z [----] followers, [---] engagements
"Deutsche Bank Shipping Sector Highlights Favorite Tanker Plays: $INSW (International Seaways) $STNG (Scorpio Tankers) Preferred Dry Bulk Plays: $SBLK (Star Bulk Carriers) $GNK (Genco Shipping) Key Thesis: Geopolitical disruptions = bullish for tonne-mile demand. Longer less efficient trade routes more sailing distance higher vessel utilization Slower speeds or port delays reduce effective supply supports freight rates New normal of geopolitical disruption has historically supported both tanker and dry bulk sectors. Fleet growth offset: Even with expected net fleet growth this year and next"
X Link 2026-01-14T12:56Z [----] followers, [--] engagements
"4/9 Memory (HBM & Storage) 💾 Memory HBM & Storage $MU High-bandwidth memory ramp for Blackwell & Rubin $SK Hynix Leading HBM supplier (critical for datacenter AI) $WDC Enterprise NAND storage ⚡ Theme 2026: Memory squeeze & HBM tailwinds. Reply: $MU or $Hynix bigger winner"
X Link 2026-01-19T13:12Z [----] followers, [--] engagements
"5/9 Packaging + Equipment 📦⚙ Packaging & Fab Equipment Packaging: $ASX $AMKR $ASE CoWoS advanced packaging booked solid Equipment: $KLAC $LRCX $ASML $KEYS $AMAT lithography & fab tools 🔥 Hot take: Advanced packaging bottleneck = hidden alpha for 2026"
X Link 2026-01-19T13:12Z [----] followers, [---] engagements
"🚨 EU Clears Universal Music ($UMG) $775M Acquisition of Downtown Music Conditional approval granted by the European Commission UMG agreed to divest Downtowns royalty services platform Curve to address antitrust concerns No additional remedies reportedly required 💡 Takeaway: Regulatory hurdle cleared paving the way for UMG to expand its publishing and rights services footprint in music. $UMG - UNIVERSAL MUSIC SHARES DOWN 0.52% PRE MARKET #UMG #MusicIndustry #Mergers #Antitrust #DowntownMusic #EU https://twitter.com/i/web/status/2013596196489646354"
X Link 2026-01-20T12:55Z [----] followers, [--] engagements
"3/5 💡 $OSCR Oscar Health (Digital ACA/individual plans) 🐂 Bull: Rate hikes & cost controls path to [----] profitability Enrollment growth + AI efficiencies Hold/Strong Buy consensus PT $17 (+14% upside if margins improve) 🐻 Bear: High medical loss ratio (MLR) pressure; ACA/regulatory risks Still loss-making; sensitive to enrollment or cost misses 💡 Bottom: Turnaround bet cheap if [----] profit milestone hits https://twitter.com/i/web/status/2013602626126893457 https://twitter.com/i/web/status/2013602626126893457"
X Link 2026-01-20T13:20Z [----] followers, [---] engagements
"📢 Commerce Bancshares ($CBSH) Q4 [----] Earnings Quarterly Highlights: EPS: $1.01 vs $0.96 LY flat QoQ Net Income: $140.7M vs $136.1M LY Net Interest Income: $283.2M (+$3.7M QoQ) Non-Interest Income: $166.2M (+6.9% YoY) ROA: 1.73% ROE: 14.7% Efficiency ratio: 56.2% 💰 Deposits & Loans: Average loans: $17.7B (+1% QoQ) Average deposits: $816M increase (+3.3% QoQ) Net loan charge-offs: 0.22% (stable) Allowance for credit losses: $179.5M (1.01% of total loans) Total assets: $32.9B (+$626M QoQ) 📈 Wealth & M&A Updates: Closed FineMark acquisition Jan [--] [----] Loans: $2.7B Deposits: $3.1B Wealth AUA:"
X Link 2026-01-22T11:52Z [----] followers, [--] engagements
"Berenberg Boosts ConvaTec Target from 330p to 340p"
X Link 2026-01-23T06:06Z [----] followers, [--] engagements
"🧵 Hidden Gem Stocks to Watch 👀 These names may not be on every radar but they have growth potential + catalysts behind them: 🔥 $SOFI Fintech ecosystem growth (lending banking investing) 🔥 $NVTS Healthcare services expansion potential 🔥 $IREN Renewable energy & infrastructure momentum 🔥 $SHOP E-commerce platform growth comeback 🔥 $UBER Mobility & delivery scaling globally #Stocks #HiddenGems #Investin https://twitter.com/i/web/status/2015135409303670986 https://twitter.com/i/web/status/2015135409303670986"
X Link 2026-01-24T18:51Z [----] followers, [---] engagements
"7/10 Market Upside $ASTS: Massive if it works potential but binary outcome. $RKLB: Steady growth potential more predictable revenue from launches & contracts"
X Link 2026-01-24T22:45Z [----] followers, [---] engagements
"🧵 Still Bullish on Healthcare Names Jan [----] Edition 🩺💰 1/5 Overview Staying bullish on $OSCR $ROOT $UNH $HIMS makes sense if you like healthcare growth + tech-enabled insurance + DTC health plays. Mix of innovators + blue-chip compounders. Heres where they stand 👇"
X Link 2026-01-25T15:38Z [----] followers, [---] engagements
"2/5 $OSCR (Oscar Health) Trading: $15.60$15.70 (52-week high $23.80) Tech-driven health insurer in ACA/individual market Volatile but strong growth potential Analyst upgrades & price-target boosts recently ➡ A classic disruptor in healthcare insurance"
X Link 2026-01-25T15:38Z [----] followers, [--] engagements
"Companies Reporting Before Open - 26.1.2026 06:45: Bank of Hawaii $BOH 07:00: Lakeland Financial $LKFN 07:05: HBT Financial $HBT 08:00: Dynex Capital $DX 08:30: Bank of Marin $BMRC 08:30: Steel Dynamics $STLD 08:30: Ryanair $RYAAY 08:30: Baker Hughes $BKR"
X Link 2026-01-26T07:11Z [----] followers, [--] engagements
"Companies Reporting After Hours - 26.1.2026 16:00: $AGNC 16:00: Sanmina $SANM 16:05: Chemung Financial $CHMG 16:05: Enterprise Financial Services $EFSC 16:10: Graco $GGG 16:10: South Plains Financial $SPFI 16:10: W.R. Berkley $WRB 16:10: Alexandria Real Estate Equities $ARE 16:15: Crane $CR 16:15: Western Alliance $WAL 16:30: Brown & Brown $BRO 16:30: Nucor $NUE 16:30: Five Star Bancorp $FSBC 16:35: First Bank $FRBA 17:05: Agilysys $AGYS https://twitter.com/i/web/status/2015684175391592802 https://twitter.com/i/web/status/2015684175391592802"
X Link 2026-01-26T07:12Z [----] followers, [---] engagements
"💊 Top Healthcare Giants by Market Cap 🏥 [--] UnitedHealth (UNH) $256B 💰 [--] HCA Healthcare (HCA) $118B [--] McKesson (MCK) $104B [--] CVS Health (CVS) $91B [--] Elevance Health (ELV) $73B [--] Cigna (CI) $72B [--] Cencora (COR) $69B [--] Siemens Healthineers $58B [--] Cardinal Health (CAH) $51B 🔟 Medline (MDLN) $39B 🌍 Total of [---] healthcare companies = $1.592T 👀 UNH dominates but fast-growing insurers & health service firms are reshaping the industry. #Healthcare #UNH #CVS #Cigna #MedTech #HealthStocks #MarketCap http://SHL.DE http://SHL.DE"
X Link 2026-01-28T03:33Z [----] followers, [--] engagements
"💼 Nancy Pelosi Portfolio Moves Bought: 25K $AB [---] $VSNT Call options: $GOOGL $AMZN $AAPL $NVDA $TEM $VST Sold / Donated: 7.7K $GOOGL 28.2K $AAPL Donor Advised Fund 5K $PYPL 20K $AMZN 10K $DIS 20K $NVDA 45K $AAPL Exercised Options: 5K shares each: $GOOGL $AMZN $NVDA $TEM $VST 📈 Big reshuffling with heavy tech exposure. Options activity hints at bullish bets on $GOOGL $AMZN $NVDA. https://twitter.com/i/web/status/2016363853592867217 https://twitter.com/i/web/status/2016363853592867217"
X Link 2026-01-28T04:12Z [----] followers, [---] engagements
"🧵 Deep Dive: Zeta Global (NYSE: ZETA) The AI Marketing Cloud Powerhouse 1/ 🚀 What is Zeta Global AI-driven marketing cloud that unifies identity intelligence & activation. Helps brands acquire grow retain customers across email social mobile web & more. #MarTech #AI"
X Link 2026-01-28T04:44Z [----] followers, [--] engagements
"3/ Big Tech Earnings Today (Post-Close) MSFT AI/cloud growth & margin update META AI ad momentum revenue guidance TSLA EV & robotics pivot capex commentary IBM Visa ServiceNow Lam Research mixed tech/enterprise catalysts Tomorrow AAPL NVDA not this week"
X Link 2026-01-28T05:54Z [----] followers, [--] engagements
"Companies Reporting After Hours - 28.1.2026 16:00 Microsoft $MSFT 16:05 Lam Research $LRCX 16:05 Las Vegas Sands $LVS 16:05 Lending Club $LC 16:05 $META 16:05 Tesla $TSLA 16:05 Whirlpool $WHR 16:10 $IBM 16:10 ServiceNow $NOW 16:15 FICO $FICO 16:15 United Rentals $URI 16:15 Viavi Solutions $VIAV 16:30 $WM https://twitter.com/i/web/status/2016405864840626637 https://twitter.com/i/web/status/2016405864840626637"
X Link 2026-01-28T06:59Z [----] followers, [---] engagements
"🔼 Evercore ISI raises PT on $FFIV to $320 from $280 📈 Analyst: Amit Daryanani The beat was big and it wasnt a fluke. 📊 Q1 Results crushed expectations Revenue $822M vs $758M est EPS $4.45 vs $3.66 est Systems (hardware) +37% Y/Y 🔥 Software -8% Services +4% 🤖 Enterprise AI inflection is real AI-related customer wins in Q1 matched all of FY25 AI revenue now low double-digit millions up from single digits Mix improving between AI runtime security + data delivery 🖥 Hardware cycle stronger than expected Legacy systems (VIPRION iSeries) reaching EOL AI readiness driving capacity expansion not"
X Link 2026-01-28T09:42Z [----] followers, [--] engagements
"🚀 Why Zeta Global (ZETA) Could Be the Next Big AI Marketing Stock"
X Link 2026-01-28T15:49Z [----] followers, [--] engagements
"V.F. Corp. $VFC Q326 Earnings Highlights 🧵 1/ 💰 Revenue: $2.88B vs est. $2.75B 🟢 2/ 📊 EPS: $0.58 vs est. $0.45 🟢 3/ 🏷 Notable: Completed sale of Dickies during the quarter 4/ 📈 FY Guide: Free cash flow vs LY Adjusted operating income vs LY Operating cash flow vs LY FYE26 leverage: 3.5x 5/ 🔮 Q4 Guide: Revenue: flat to +2% vs LY Adjusted operating income: $10M$30M 6/ 🏔 Segment Performance: The North Face: +8% vs LY; +5% C$ Vans: -8% vs LY; -10% C$ Timberland: +8% vs LY; +5% C$ Americas region: +2% vs LY; ex Dickies +6% C$ Global DTC: +4% vs LY; ex Dickies +3% C$ 7/ 💹 Financials: Gross"
X Link 2026-01-28T16:11Z [----] followers, [--] engagements
"Lazard (NYSE: LAZ) Q4 & FY [----] Earnings Q4 [----] Net Revenue: $907M Adjusted Net Revenue: $892M Full-Year [----] Net Revenue: $3.10B Adjusted: $3.03B (+5% YoY) Financial Advisory: record adjusted revenue $1.8B Asset Management AUM: $254B (+12% YoY) Adjusted Net Income: $266M ($2.44/share +9% YoY) GAAP Net Income: $237M ($2.17/share) Shareholder Returns & Management Returned $393M to shareholders (dividends + buybacks) Tracy Farr appointed as CFO Revenue per Financial Advisory MD: $8.9M; [--] new MDs hired Takeaways: Strong growth in Financial Advisory and Asset Management Healthy shareholder"
X Link 2026-01-29T11:49Z [----] followers, [--] engagements
"📅 Thursday Earnings Watch Tech / Consumer Electronics 🍏 AAPL SMSN SAP STM NEC Casio Fuji Electric Finance / Payments 💳 V LPLA AMP CFR ABCB CACC GPI Energy / Materials 🛢 SCCO VLO CNX VEDL EMN MTX Healthcare / Pharma 💊 ROG TMO BDX SAN RMD HOLX [----] Consumer / Retail 🛍 DECK SBH Insurance / Financial Services 🏦 FHI PMT PFSI Other / Miscellaneous ⚡ KLAC OSIS https://twitter.com/i/web/status/2016868372336525816 https://twitter.com/i/web/status/2016868372336525816"
X Link 2026-01-29T13:37Z [----] followers, [---] engagements
"💾 SanDisk ($SNDK) Q2 Earnings Massive Beat Topline Revenue: $3.03B vs $2.64B est ✅ Profitability EPS: $5.15 Adj. EPS: $6.20 vs $3.33 est ✅ Adj. Net Income: $967M vs $498M est ✅ Adj. Operating Income: $1.13B vs $633M est ✅ Adj. Gross Margin: 51.1% 🔮 Q3 Outlook Revenue: $4.4B $4.8B Adj. EPS: $12 $14 📊 Takeaway: Explosive earnings beat driven by data-center demand and strong margin expansion. Forward guidance implies sharp sequential acceleration. https://twitter.com/i/web/status/2016983755999891679 https://twitter.com/i/web/status/2016983755999891679"
X Link 2026-01-29T21:16Z [----] followers, [--] engagements
"🚀 AI & Energy Momentum Watch: AI Data Platforms $PLTR $SNOW $MDB $NOW"
X Link 2026-01-30T08:46Z [----] followers, [---] engagements
"Transportation & Logistics 🚚 $FDX $UPS $ZIM 💡 No tariffs = lower costs & improved profitability"
X Link 2026-01-30T08:47Z [----] followers, [---] engagements
"🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥 Servers OEMs (Computing) $DELL $SMCI $JBL 🔌 Power Systems (Infrastructure) $FLEX $ETN $VRT 🔋 Power Electronics (Chips & Modules) $STM $ADI $MPWR $NVTS $ON https://twitter.com/i/web/status/2017157931041435962 https://twitter.com/i/web/status/2017157931041435962"
X Link 2026-01-30T08:48Z [----] followers, [---] engagements
"LyondellBasells Q4 [----] results: [--]. Adjusted EPS: Reported: $0.26 (loss per share) Estimate: $0.24 ⚠ Miss the company posted a loss vs a small expected profit [--]. Sales & Operating Revenue: Reported: $7.09B Estimate: $6.9B ✅ Beat revenue slightly higher than expected [--]. Adjusted EBITDA: Reported: $417M Estimate: $477.6M ⚠ Miss profitability below expectations Quick Takeaways: Revenue beat shows solid sales activity despite challenging margins. Loss and lower-than-expected EBITDA suggest margins and costs were pressure points likely from feedstock costs or market softness. Overall top-line"
X Link 2026-01-30T11:48Z [----] followers, [----] engagements
"🚗 Waymo Funding Alert 💰 Target Raise: $16B 🏷 Valuation: $110B 🏢 Alphabet Contribution: $13B 🤝 External Investors: Sequoia Capital DST Global Dragoneer 🔒 Status: Private discussions underway 📌 Comment: One of the largest funding rounds in autonomous vehicles strong vote of confidence for Waymo and Alphabets robotaxi ambitions. https://twitter.com/i/web/status/2017692778935775271 https://twitter.com/i/web/status/2017692778935775271"
X Link 2026-01-31T20:13Z [----] followers, [--] engagements
"🧵 Twitter Thread Google ($GOOGL) Bull Case 1/10 Hook 🚀 $GOOGL Bull Case: From Search King to Full-Stack AI + Cloud Powerhouse Google crushed [----] up 65% YTD. AI (Gemini) Cloud exploding ads resilient. Earnings Feb [--] expect fireworks. Deep dive with charts 👇📈 #GOOGL #AI #Alphabet (Attach: Stock chart [----] rally / AI ecosystem graphic) https://twitter.com/i/web/status/2018057782235132011 https://twitter.com/i/web/status/2018057782235132011"
X Link 2026-02-01T20:24Z [----] followers, [--] engagements
"Today's Key Events (All EST) 2.2.2026 09:45: US S&P Manufacturing PMI 10:00: US ISM Manufacturing PMI 12:30: Fed's Bostic 15:00: US Treasury QRA Estimates Companies Reporting Before Open 2.2.2026 06:00: Revvity $RVTY 06:30: IDEXX Laboratories $IDXX 06:40: Disney $DIS 06:45: Aptiv $APTV 07:15: Twist Bioscience $TWST 07:00: NAPCO Security Technologies $NSSC 07:00: Alliance Resource Partners $ARLP 07:30: Tyson Foods $TSN 08:00: Hess Midstream $HESM Comopanies After Hours 2.2.2026 16:00: Woodward $WWD 16:05: Palantir $PLTR 16:05: Simon Property Group $SPG 16:05: Rambus $RMBS 16:05: DaVita $DVA"
X Link 2026-02-02T08:47Z [----] followers, [--] engagements
"Companies Reporting Before Open 2.2.2026 06:00: Revvity $RVTY 06:30: IDEXX Laboratories $IDXX 06:40: Disney $DIS 06:45: Aptiv $APTV 07:15: Twist Bioscience $TWST 07:00: NAPCO Security Technologies $NSSC 07:00: Alliance Resource Partners $ARLP 07:30: Tyson Foods $TSN 08:00: Hess Midstream $HESM https://twitter.com/i/web/status/2018244893982744868 https://twitter.com/i/web/status/2018244893982744868"
X Link 2026-02-02T08:47Z [----] followers, [--] engagements
"Comopanies After Hours 2.2.2026 16:00: Woodward $WWD 16:05: Palantir $PLTR 16:05: Simon Property Group $SPG 16:05: Rambus $RMBS 16:05: DaVita $DVA 16:05: Kforce $KFRC 16:05: MGIC Investment $MTG 16:10: NXP Semiconductors $NXPI 16:15: Fabrinet $FN 16:15: Two Harbors Investment $TWO 16:15: Physicians Realty Trust $DOC 16:30: New Jersey Resources $NJR 17:00: Ashland $ASH 17:00: Teradyne $TER 19:00: Flexsteel Industries $FLXS https://twitter.com/i/web/status/2018244919312142637 https://twitter.com/i/web/status/2018244919312142637"
X Link 2026-02-02T08:47Z [----] followers, [---] engagements
"🐾 IDEXX Labs ($IDXX) Q4 & FY2025 Earnings 📅 Fourth Quarter 2025: Revenue: $1.091B (+14% reported / +12% organic) Companion Animal Group (CAG) +15% reported / +13% organic Water segment +12% reported / +10% organic EPS: $3.08 (+18% reported / +17% comparable) Operating margin expanded +150 bps reported / +120 bps comparable Drivers: 1900+ IDEXX inVue Dx placements; record instrument adoption; recurring CAG Diagnostics revenue 📅 Full Year 2025: Revenue: $4.304B (+10% reported & organic) CAG Diagnostics recurring revenue +9% reported / +8% organic EPS: $13.08 (+23% reported / +14% comparable)"
X Link 2026-02-02T11:54Z [----] followers, [--] engagements
"$APTV - APTIV SHARES UP 0.01% PRE MARKET"
X Link 2026-02-02T11:58Z [----] followers, [--] engagements
"$DVA Q4 & FY [----] RESULTS Headline take: DaVita delivered solid earnings strong cash flow and aggressive share repurchases while positioning the balance sheet for 2026.🔑 Q4 [----] HIGHLIGHTS 🔹 Revenue: $3.620B 🔹 Adj. diluted EPS: $3.40 🔹 Operating cash flow: $541M📊 FY [----] HIGHLIGHTS 🔹 Revenue: $13.643B 🔹 Adj. diluted EPS: $10.78 🔹 Free cash flow: $1.024B 🔹 Shares repurchased: 12.7M💰 CAPITAL & BALANCE SHEET 🔹 Refinanced Term Loan A-1 🔹 Issued 6.75% senior notes due [----] 🔹 Continued focus on debt management and capital returns📈 [----] OUTLOOK 🔹 Provided guidance for adjusted"
X Link 2026-02-02T21:32Z [----] followers, [--] engagements
"$FN Q2 FY [----] RESULTS Headline take: Fabrinet delivered record revenue and earnings beat guidance and issued strong Q3 outlook. 🔑 Q2 FY [----] HIGHLIGHTS 🔹 Revenue: $1.133B (record) 🔹 Y/Y growth: +35.9% 🔹 GAAP EPS: $3.11 (vs $2.38) 🔹 Non-GAAP EPS: $3.36 📈 Q3 FY [----] GUIDANCE 🔹 Revenue: $1.15$1.20B 🔹 GAAP EPS: $3.22$3.37 🔹 Diluted shares: 36.3M 🎯 BOTTOM LINE 🔹 Broad-based program strength 🔹 Record operating leverage 🔹 Momentum carrying into Q3 https://twitter.com/i/web/status/2018438936066957368 https://twitter.com/i/web/status/2018438936066957368"
X Link 2026-02-02T21:38Z [----] followers, [--] engagements
"💥 BIG EARNINGS WEEK FEB [--] [----] 📅 TUESDAY 🔹 $AMD ⚡ Q4 (PM) reports today 🔹 $MRK 💊 Q4 (AM) 🔹 $PEP 🥤 Q4 (AM) 🔹 $PFE 💊 Q4 (AM) 🔹 $NTDOY 🎮 Q3 🔹 $PYPL 💳 Q4 (AM) 🔹 $CMG 🌯 Q4 (PM) 🔹 $EA 🎮 Q3 (PM) 🧠 FOCUS TODAY 🔹 Advanced Micro Devices ($AMD) in the spotlight 🔹 AI data center and GPU commentary will be key market drivers Bottom line: Heavy-hitter earnings with AI consumer and healthcare all in play expect volatility and big moves. https://twitter.com/i/web/status/2018601257657565284 https://twitter.com/i/web/status/2018601257657565284"
X Link 2026-02-03T08:23Z [----] followers, [---] engagements
"Today's Key Events 3.2.2026 08:00: Feds Barkin 09:40: Feds Bowman 13:00: US 30-Year TIPS Auction Companies Reporting Before Open - 3.2.2026 06:00: PayPal $PYPL 06:00: PepsiCo $PEP 06:00: Gartner $IT 06:00: ADM 06:00: $BALL 06:00: EPD 06:00: Willis Towers Watson $WTW 06:05: Atkore $ATKR 06:30: Merck & Co $MRK 06:30: Eaton $ETN 06:30: MPLX 06:30: MPC 06:30: GPK 06:45: Pfizer $PFE 06:45: Capri Holdings $CPRI 06:50: PJT Partners 06:50: Pentair $PNR 06:55: AMETEK $AME 06:55: Rithm Capital $RITM 07:00: fuboTV $FUBO 07:30: Hubbell $HUBB 07:40: $ATI 07:45: Galaxy Digital $GLXY Companies Reporting"
X Link 2026-02-03T09:33Z [----] followers, [---] engagements
"Companies Reporting Before Open - 3.2.2026 06:00: PayPal $PYPL 06:00: PepsiCo $PEP 06:00: Gartner $IT 06:00: ADM 06:00: $BALL 06:00: EPD 06:00: Willis Towers Watson $WTW 06:05: Atkore $ATKR 06:30: Merck & Co $MRK 06:30: Eaton $ETN 06:30: MPLX 06:30: MPC 06:30: GPK 06:45: Pfizer $PFE 06:45: Capri Holdings $CPRI 06:50: PJT Partners 06:50: Pentair $PNR 06:55: AMETEK $AME 06:55: Rithm Capital $RITM 07:00: fuboTV $FUBO 07:30: Hubbell $HUBB 07:40: $ATI 07:45: Galaxy Digital $GLXY https://twitter.com/i/web/status/2018618873998615029 https://twitter.com/i/web/status/2018618873998615029"
X Link 2026-02-03T09:33Z [----] followers, [---] engagements
"Companies Reporting After Hours 3.2.2026 16:00: Lumentum Holdings $LITE 16:00: Amgen $AMGN 16:00: Lumen Technologies $LUMN 16:00: Cirrus Logic $CRUS 16:00: Skyworks Solutions $SWKS 16:00: Transcat $TRNS 16:00: Mercury Systems $MRCY 16:05: Supermicro $SMCI 16:05: Enphase Energy $ENPH 16:05: Take-Two Interactive Software $TTWO 16:05: Electronic Arts $EA 16:05: Mondelez International $MDLZ 16:05: Digital Turbine $APPS 16:05: H&R Block $HRB 16:05: Varonis Systems $VRNS 16:10: Chipotle Mexican Grill $CMG 16:10: Amcor $AMCR 16:10: Chubb $CB 16:10: Clorox $CLX 16:10: Match Group $MTCH 16:10:"
X Link 2026-02-03T09:34Z [----] followers, [---] engagements
"🌾 Archer-Daniels-Midland Q425 Earnings mixed 🔻 Revenue: $18.56B vs $21.03B est 🔴 🟢 EPS: $0.87 vs $0.80 est (cost control helped) 📉 FY26 guidance disappoints: EPS: $3.60$4.25 vs $4.24 est 🔴 📌 Takeaway: Margins held up in Q4 but top-line weakness + cautious FY26 outlook weighing on sentiment. Ag cycle still under pressure. $ADM - ARCHER DANIELS SHARES DOWN 5.42% PRE MARKET #ADM #Earnings #Agribusiness #Stocks #Markets https://twitter.com/i/web/status/2018644401514258542 https://twitter.com/i/web/status/2018644401514258542"
X Link 2026-02-03T11:15Z [----] followers, [--] engagements
"💧 Pentair Q4 & FY2025 margins cash flow dividends all shine Q4 2025: Sales: $1.02B (+5% YoY) Operating income: $205M (+5%) ROS: 20.1% (adj. 24.7% +90 bps) GAAP EPS: $0.98 (-1%) Adj. EPS: $1.18 (+9%) 🟢 Full Year 2025: Sales: $4.2B (+2% YoY) Operating income: $858M (+7%) ROS: 20.5% (+80 bps); adj. 25.2% (+170 bps) 🔥 GAAP EPS: $3.93 (+5%) Adj. EPS: $4.92 (+14%) Operating cash flow: $815M Free cash flow: $748M (both up YoY) 🔮 FY2026 guidance: GAAP EPS: $4.94$5.09 Adj. EPS: $5.25$5.40 🏆 Dividend milestone: [----] = 50th consecutive year of dividend increases 📌 Takeaway: Pentair continues to"
X Link 2026-02-03T12:05Z [----] followers, [--] engagements
"🖥 HP Inc. names Bruce Broussard Interim CEO outlook unchanged HP announced Bruce Broussard as Interim CEO and reaffirmed guidance easing investor nerves: 📌 Q1 outlook (unchanged): Adj. EPS: $0.73$0.81 (Street: $0.77) 📌 FY2026 outlook (unchanged): Adj. EPS: $2.90$3.20 (Street: $3.06) 🧠 Why it matters: Leadership transition without guidance cuts = stability signal Confirms confidence in demand cost controls and execution Removes near-term uncertainty around strategy 📈 Takeaway: CEO change but numbers hold. HP is telling the market: business as usual. #HPQ #Earnings #TechStocks #Leadership"
X Link 2026-02-03T12:32Z [----] followers, [--] engagements
"LUMEN TECCHNOLGIES Q4 [----] Revenue: $3.041B (down YoY) Adjusted EBITDA: $767M vs $1.052B last year Free Cash Flow: $765M (Q4 burn even excluding special items) Net income flipped from +$85M $2M EPS looks better only when excluding special items headline results are flat to negative. Full Year [----] Revenue: $12.402B (down YoY) Adjusted EBITDA: $3.360B vs $3.939B in [----] Free Cash Flow: $1.041B down from $1.386B Reported net loss: $1.739B (large impairment / special items impact) This confirms: the legacy decline is still overpowering growth for now."
X Link 2026-02-03T21:12Z [----] followers, [--] engagements
"Mercury Systems Q2 FY26 EARNINGS HIGHLIGHTS 🔹 Revenue: $233M 🔹 Bookings: $288M (+18.6% YoY) 🔹 Book-to-bill: [----] 🟢 🔹 Adj. EBITDA: $30M (+36% YoY) 🔹 Adj. EBITDA margin: 12.9% 🔹 Adj. EPS: $0.16 (vs. $0.07 YoY) 🔹 Operating cash flow: $52M 🔹 Free cash flow: $46M Backlog 🔹 Total backlog: $1.5B 🔹 Next [--] months: $807M Bottom line: Bookings strength + margin expansion + solid cash flow. Defense demand remains healthy execution improving sentiment steady https://twitter.com/i/web/status/2018798451493163249 https://twitter.com/i/web/status/2018798451493163249"
X Link 2026-02-03T21:27Z [----] followers, [--] engagements
"Mondelez International Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.50B (Est. $10.31B) 🟢 🔹 Adj. EPS: $0.72 (Est. $0.70) 🟢 FY26 GUIDANCE 🔹 Adj. EPS growth (CC): 0% to +5% 🔹 Organic net revenue growth: 0% to +2% (Est. +2.77%) 🔴 🔹 Free cash flow: $3.0B Bottom line: Beat the quarter but FY26 growth outlook is conservative cash flow solid top-line momentum muted. https://twitter.com/i/web/status/2018798930163605665 https://twitter.com/i/web/status/2018798930163605665"
X Link 2026-02-03T21:29Z [----] followers, [--] engagements
"Electronic Arts Q3 FY26 EARNINGS HIGHLIGHTS 🔹 Net bookings: $3.046B (+38% YoY) 🟢 🔹 Revenue: $1.901B 🔹 Operating cash flow: $1.826B 🔹 TTM operating cash flow: $2.522B Franchise Performance 🔹 Battlefield 6: Best-selling shooter of 2025; record engagement 🟢 🔹 EA SPORTS FC: Net bookings +high single digits YoY (ex-timing) 🔹 Apex Legends: Net bookings +double digits YoY Bottom line: Blockbuster Battlefield launch + strong live-service franchises drove record bookings and massive cash flow. Execution strong sentiment steady https://twitter.com/i/web/status/2018799320162836849"
X Link 2026-02-03T21:30Z [----] followers, [--] engagements
"BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high volatility"
X Link 2026-02-04T07:21Z [----] followers, [--] engagements
"📅 Wednesday 🔥 Earnings Watch Alphabet ($GOOG) 🤖 Q4 PM Eli Lilly ($LLY) 💊 Q4 AM AbbVie ($ABBV) 💊 Q4 AM **Qualcomm 📱 Q1 PM Uber ($UBER) 🚗 Q4 AM Vertex Pharmaceuticals ($VRTX) 💊 Q4 PM Snap ($SNAP) 📱 Q4 PM 🔥 Market focus today: GOOG = AI monetization ads cloud margins (the main event ) LLY / ABBV / VRTX = healthcare heavyweight read-through QCOM = handset demand + AI chips narrative UBER = profitability + guidance credibility SNAP = volatility grenade after the bell 💣 https://twitter.com/i/web/status/2018952305412915566 https://twitter.com/i/web/status/2018952305412915566"
X Link 2026-02-04T07:38Z [----] followers, [--] engagements
"💊 Novo Nordisk shock [----] guidance flags obesity battle heating up ⚔ Competition intensifying across GLP-1s 📉 Growth visibility beyond [----] now less certain 🔥 What stands out: Signals pricing pressure and/or share defense ahead Implies higher spend on trials capacity or marketing Narrative shifts from runway to execution under competition Sets up sharper focus on data vs rivals (esp. Lilly)"
X Link 2026-02-04T07:53Z [----] followers, [--] engagements
"$NOV - NOVO SHARE PRICE RIGHT NOW WHEN WILL THIS ROT STOP ONE OF MY [--] MOST UNDERVALUED STOCK"
X Link 2026-02-04T08:08Z [----] followers, [--] engagements
"Companies Before Open - 4.2.2026 06:00: Bunge $BG 06:20: GE HealthCare $GEHC 06:30: Cognizant $CTSH 06:30: Cencora $COR 06:45: Eli Lilly $LLY 06:45: Brookfield Asset Management $BAM 06:45: Avery Dennison $AVY 06:45: Evercore $EVR 06:55: $UBER 06:55: Johnson Controls $JCI 06:55: Silgan Holdings $SLGN 07:00: CME Group $CME 07:00: CDW $CDW 07:00: Old Dominion Freight Line $ODFL 07:00: Phillips [--] $PSX 07:00: T. Rowe Price $TROW 07:00: Yum Brands $YUM 07:00: Equifax $EFX 07:50: AbbVie $ABBV https://twitter.com/i/web/status/2018973060892631348 https://twitter.com/i/web/status/2018973060892631348"
X Link 2026-02-04T09:01Z [----] followers, [--] engagements
"⚡ Enphase Energy ($ENPH) Q425 Earnings Highlights - RECAP 🔹 Revenue: $343.3M vs $340.5M est. 🟢 🔹 Non-GAAP EPS: $0.71 vs $0.68 est. 🟢 🔹 Non-GAAP Gross Margin: 46.1% (very strong) 🔹 IQ Battery Shipments: [-----] MWh 🔹 Microinverter Shipments: 1.55M units 🔥 What stands out: Margins remain elite despite tough solar demand backdrop Storage attach rates improving batteries doing heavy lifting Operational execution clearly stabilizing after prior downturn If you want I can add: 📈 Why the market might still fade this (and why that could be wrong) ⚖ ENPH vs SEDG setup 🎯 Post-earnings trade"
X Link 2026-02-04T09:05Z [----] followers, [--] engagements
"$GOOGL Alphabet Q4 [----] Earnings Revenue $113.83B est. $111.4B Revenue ex-TAC $97.23B est. $95.17B Operating income $35.93B est. $36.95B Google Services revenue $95.86B est. $94.9B Google Advertising revenue $82.28B est. $80.89B Google Search & Other revenue $63.07B est. $61.37B YouTube Ads revenue $11.38B est. $11.78B Google Cloud revenue $17.66B est. $16.2B Capex $91.45B est. $28.17B https://twitter.com/i/web/status/2019155228772204692 https://twitter.com/i/web/status/2019155228772204692"
X Link 2026-02-04T21:04Z [----] followers, [---] engagements
"$GOOGL Alphabet Q4 [----] Earnings Snapshot Alphabet delivered a mixed but mostly strong quarter with revenue beats offset by margin and capex surprises. Top-line beats Revenue: $113.83B vs $111.4B est. Revenue ex-TAC: $97.23B vs $95.17B Google Services: $95.86B vs $94.9B Advertising: $82.28B vs $80.89B Search & Other: $63.07B vs $61.37B YouTube Ads: $11.38B vs $11.78B (miss) Google Cloud: $17.66B vs $16.2B (clear beat) Pressure points Operating income: $35.93B vs $36.95B est. (slight miss) Capex: $91.45B vs $28.17B est. (massive overshoot) Market read Core ads and Search remain very strong"
X Link 2026-02-04T21:06Z [----] followers, [---] engagements
"$ENS EnerSys Q3 FY2026 Earnings Summary EnerSys reported a mixed headline quarter with revenue slightly below expectations but strong underlying profitability and cash generation especially when excluding IRC 45X benefits. Q3 FY2026 Highlights Revenue: $919.1M vs $932.0M est. 🔴 (+1% YoY) Adj. EPS: $2.77 vs $2.72 est. 🟢 (11% YoY) Gross margin: 30.1% (280 bps YoY) Gross margin ex-45X: 26.3% (+170 bps YoY) Adj. EPS ex-45X: $1.84 (+50% YoY) Cash Flow & Balance Sheet Cash & equivalents: $450.1M Net debt: $743.3M Operating cash flow (Q3): $184.6M (vs $81.1M prior) Free cash flow (Q3): $171.3M (vs"
X Link 2026-02-04T21:28Z [----] followers, [---] engagements
"$CPAY Corpay Q4 Earnings Summary Corpay delivered a clean beat-and-raise quarter topping expectations in Q4 and issuing strong FY2026 EPS guidance. Q4 Highlights EPS: $6.04 vs $5.93 est. 🟢 Revenue: $1.25B vs $1.23B est. 🟢 FY2026 Guidance EPS: $25.50$26.50 vs $24.71 est. 🟢 Revenue: $5.215B$5.315B vs $5.233B est. 🟡 Takeaway Corpay continues to show strong operating leverage and earnings durability. The raised EPS outlook suggests margin expansion and disciplined cost control even as revenue guidance stays roughly in line. This reinforces Corpays profile as a high-quality payments compounder"
X Link 2026-02-04T22:09Z [----] followers, [--] engagements
"$DGII Digi International Q1 Earnings Summary Digi International reported a solid Q1 beating expectations on both earnings and revenue. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway The beat reflects steady demand for IoT connectivity and networking solutions with operating discipline allowing incremental revenue upside to flow through to earnings. Digis results support the view of the company as a consistent execution-driven compounder rather than a high-volatility growth story. https://twitter.com/i/web/status/2019171577997455823"
X Link 2026-02-04T22:09Z [----] followers, [--] engagements
"$DGII Digi International Q1 Earnings Summary Digi International delivered a clean beat on both the top and bottom line reflecting steady execution. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway Results point to resilient demand across Digis IoT and connectivity portfolio with operating discipline allowing modest revenue upside to translate into earnings. This keeps Digi in the camp of reliable mid-growth tech names with improving profitability. https://twitter.com/i/web/status/2019171750236549389 https://twitter.com/i/web/status/2019171750236549389"
X Link 2026-02-04T22:10Z [----] followers, [--] engagements
"$SYM Symbotic Q1 Earnings Summary Symbotic posted a mixed quarter with a revenue beat and strong forward guidance but a notable EPS miss. Q1 Highlights EPS: $0.02 vs $0.08 est. 🔴 Revenue: $630M vs $622.6M est. 🟢 Q2 Guidance Revenue: $650M$670M vs $638M est. 🟢 Takeaway The EPS miss suggests near-term margin pressure or investment spending but the revenue beat and upbeat Q2 outlook reinforce strong demand for Symbotics automation platforms. Investors will likely weigh growth visibility vs. profitability timing with the backlog and customer concentration remaining key factors."
X Link 2026-02-04T22:11Z [----] followers, [---] engagements
"NOV $NOV Q4 & FY2025 Earnings Summary NOV reported a mixed quarter with solid cash generation and shareholder returns offset by weaker Q4 profitability and a cautious [----] outlook. Q4 [----] Results Revenue: $2.28B (1% YoY) Net loss: $(78)M ($(0.21)/sh) Adjusted EBITDA: $267M (12% YoY) Full-Year [----] Highlights Revenue: $8.74B Net income: $145M (down $490M YoY) Adjusted EBITDA: $1.03B Free cash flow: $876M Ending backlog: $4.34B Capital returned to shareholders: $505M [----] Outlook Q1 [----] revenue: 1% to 3% QoQ Q1 [----] adjusted EBITDA: $200M$225M FY2026 EBITDA: In-line to slightly below FY2025"
X Link 2026-02-04T23:00Z [----] followers, [--] engagements
"Modine $MOD Q3 FY2026 Earnings Summary (Guidance Raised) Modine reported a very strong operating quarter driven by accelerating demand in Climate Solutions and data centers while GAAP results were distorted by a one-time non-cash pension charge. Q3 FY2026 Highlights Net sales: $805.0M (+31% YoY) Climate Solutions sales: +51% YoY Data center sales: +78% YoY Adjusted EBITDA: $119.6M (+37% YoY) One-Time Item $116.1M non-cash charge related to U.S. pension termination Drove a GAAP net loss of $46.8M ($(0.90)/share) Not reflective of core operating performance FY2026 Guidance (Raised) Net sales"
X Link 2026-02-04T23:53Z [----] followers, [--] engagements
"🟡 Crypto Market Snapshot 🟠 Bitcoin $72902 3.60% 🔷 Ethereum $2140 3.97% 🟡 Binance Coin (BNB) $697 7.58% 🔵 Cardano (ADA) $0.286 1.64% 🟣 Solana (SOL) $92.05 5.63% 🟢 Ripple (XRP) $1.50 4.61% 🔴 Polkadot (DOT) $1.46 2.32% 🟠 Avalanche (AVAX) $9.70 2.02% 🟣 Polygon (MATIC) $0.11 0.83% ⚛ Cosmos (ATOM) $1.99 1.75% 🔥 What stands out: Broad-based selloff across majors no real safe haven today Bitcoin & Ethereum both down 4% on the day extending deep weekly/monthly drawdowns High-beta names (SOL BNB) seeing sharper pressure Weekly losses of 2030%+ across many alts signal continued risk-off /"
X Link 2026-02-05T00:09Z [----] followers, [---] engagements
"OReilly Automotive $ORLY Q4 & FY2025 Earnings Summary O'Reilly Automotive delivered record results in [----] driven by strong comparable sales growth disciplined execution and aggressive capital returns. FY2025 Highlights Revenue: $17.78B (record) Diluted EPS: $2.97 (+10% YoY) Comparable store sales: +4.7% for the year Net cash from operations: $2.8B Q4 [----] Highlights Comparable store sales: +5.6% YoY Continued strength across both DIY and professional segments Capital Allocation Share repurchases: $2.10B in [----] 22.7M shares repurchased Excise tax on buybacks: $21.0M [----] Guidance Revenue:"
X Link 2026-02-05T00:51Z [----] followers, [--] engagements
"🟡 Crypto Market Snapshot 🟠 Bitcoin $70501 3.42% 🔷 Ethereum $2084.92 2.73% 🟡 Binance Coin (BNB) $691.50 0.82% 🔵 Cardano (ADA) $0.279 2.56% 🟣 Solana (SOL) $90.25 1.76% 🟢 Ripple (XRP) $1.43 5.27% 🔴 Polkadot (DOT) $1.43 2.16% 🟠 Avalanche (AVAX) $9.50 2.27% 🟣 Polygon (MATIC) $0.11 3.13% ⚛ Cosmos (ATOM) $2.01 0.86% 🔥 What stands out: Broad selloff continues: majors still down 1525% weekly Bitcoin slipping below $71K now 19% YTD and 27% YoY Altcoins under heavier pressure with many 35% monthly BNB holding up relatively better vs peers on a YoY basis Capitulation vibes building but no"
X Link 2026-02-05T08:02Z [----] followers, [--] engagements
"Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN"
X Link 2026-02-05T08:12Z [----] followers, [---] engagements
"Cybersecurity $PANW $CRWD $ZS"
X Link 2026-02-05T08:12Z [----] followers, [---] engagements
"💊 Healthcare / Pharma / Biotech $HIMS $OSCR $NVO $UNH Key Points: Strong cash flows & fundamentals Moves independently of tech/consumer cycles ✅ Defensive undervalued plays"
X Link 2026-02-05T08:13Z [----] followers, [---] engagements
"🤖 AI IS REBUILDING THE INTERNET 🧠 MEMORY the new foundation $MU $SNDK Inference never pauses. Memory is becoming core infrastructure. 📡 DATA always on $PL Persistent AI requires continuous real-world data streams. ⚙ COMPUTE & INFERENCE demand engines $AMZN $TSLA Inference is everywhere: cloud edge cars robots. 🔌 CONNECTIVITY the bottleneck $AVGO $MRVL If data cant move fast AI stalls. 🛰 SPACE the transport layer $RKLB $ASTS Orbital logistics and global cellular extend AI reach. ⚡ POWER the silent constraint $VRT $ETN AI only scales if power cooling and electrical infrastructure scale. 🧠"
X Link 2026-02-05T09:29Z [----] followers, [---] engagements
"Linde plc $LIN released its full-year and Q4 [----] earnings today (February [--] 2026) showing solid performance with growth in key metrics despite some headline GAAP declines. Full-Year [----] Highlights - Sales: $34.0 billion +3% YoY (underlying +2%) - Adjusted operating profit: $10.1 billion +4% YoY - Adjusted operating margin: 29.8% (+30 bps YoY) - Adjusted EPS: $16.46 +6% YoY - Operating cash flow: $10.4 billion +10% YoY - Project backlog: $10.0 billion - Shareholder returns: $7.4 billion via dividends & buybacks - CEO Sanjiv Lamba highlighted resilient results with operating profit cash flow"
X Link 2026-02-05T11:16Z [----] followers, [--] engagements
"🟡 $XPO XPO Logistics Q4 [----] Snapshot 🚚 📊 Q4 Results Revenue $2.01B +4.7% YoY Net income $59M 22% YoY GAAP EPS $0.50 21% YoY Adj. EPS $0.88 (flat YoY) Adj. EBITDA $312M +3% YoY 📦 North American LTL (bright spot) Revenue $1.17B Adj. operating income +13.8% YoY Operating ratio 84.4% (+180bps improvement) 🔥 🌍 Europe Revenue $846M +10.6% YoY Adj. EBITDA $32M 💰 Cash Operating cash flow $226M Cash on hand $310M ⚠ Headwinds Corporate operating loss +47% YoY Lower real estate gains ($21M) Higher restructuring costs (+$23M) 🔥 Takeaway Core LTL execution remains strong with margin expansion but"
X Link 2026-02-05T12:01Z [----] followers, [---] engagements
"🟢 $BMY Bristol Myers Squibb Q4 Earnings + [----] Outlook 💊 📊 Q4 Results Revenue $12.5B vs $12.28B est. 🟢 Adj. EPS $1.26 vs $1.12 est. 🟢 Adj. EPS includes $0.60 net impact from acquired IPR&D charges & licensing income 🔮 [----] Outlook (Above Street) Revenue $46.0B$47.5B vs $44.16B est. 🟢 Adj. EPS $6.05$6.35 vs $6.02 est. 🟢 Eliquis worldwide revenue growth: +10%15% 🔥 What stands out Clean beat on revenue & EPS despite heavy acquisition-related charges [----] guidance well ahead of consensus Eliquis remains a major growth engine not just a cash cow"
X Link 2026-02-05T12:10Z [----] followers, [--] engagements
"🟢 $ROK Rockwell Automation Q1 FY26 Earnings (Strong Start ⚙) 📊 Q1 FY26 Highlights Sales $2.11B +12% YoY Organic sales +10% Diluted EPS $2.69 +67% YoY Adj. EPS $2.75 +49% YoY 🟢 ARR +7% YoY 📈 Margins Pre-tax margin 16.2% (vs 11.3% LY) Segment op margin 20.7% (vs 17.1%) Segment operating earnings +36% YoY 🔮 FY26 Guidance (Reaffirmed / Updated) Reported sales growth 3%7% Organic sales growth 2%6% Diluted EPS $10.75$11.55 Adj. EPS $11.40$12.20 EPS raised due to updated tax rate 💰 Cash Flow Operating CF $234M Free CF $170M Lower YoY due to incentive comp payout & working capital timing 🔥"
X Link 2026-02-05T12:47Z [----] followers, [--] engagements
"🟢 $WEC WEC Energy Group FY25 Results ⚡ 📊 FY [----] GAAP net income: $1.56B GAAP EPS: $4.81 Adj. EPS: $5.27 (+8% YoY) 🟢 Revenue: $9.8B (+$1.2B YoY) 🔮 Outlook [----] EPS guide: $5.51$5.61 (reaffirmed) Long-term EPS growth: 78% CAGR 💰 Dividend Quarterly dividend raised to $0.9525 +6.7% increase 23rd consecutive year of dividend growth 🏆 ⚠ One-offs / Headwinds $0.46/share charge tied to proposed Illinois QIP & UEA settlement FY GAAP EPS slightly down YoY Q4 GAAP EPS $0.97 vs $1.43 last year 🔥 Takeaway WEC Energy Group delivered steady regulated utility growth reaffirmed its earnings trajectory"
X Link 2026-02-05T12:59Z [----] followers, [--] engagements
"🟢 $GFF Griffon Corp Q1 FY26 Earnings 🏗 📊 Q1 FY26 Highlights Revenue $649.1M (+3% YoY) GAAP EPS $1.41 (vs $1.49 LY) Adj. EPS $1.45 (vs $1.39 LY) 🟢 Adj. net income $66.3M 📈 Profitability Adj. EBITDA $129.6M (1% YoY) Adj. EBITDA (ex corporate) $144.6M (flat YoY) 💰 Cash Flow Free cash flow: $99M 🔥 🧱 Business Trends Solid execution at Home & Building Products Improved profitability at Consumer & Professional Products 🗣 Management On track to meet updated FY targets 🔥 Takeaway Griffon Corporation delivered a steady quarter with strong free cash flow resilient core operations and improving"
X Link 2026-02-05T13:08Z [----] followers, [--] engagements
"🟢 $RL Ralph Lauren Q3 FY26 Earnings (Holiday Beat 👔) 📊 Q3 FY26 Highlights Revenue +12% reported +10% constant currency 🟢 Demand strong across all regions DTC comps: high-single-digit growth (stores + digital) **Wholesale"
X Link 2026-02-05T13:13Z [----] followers, [--] engagements
"🟡 $PTON Peloton Q2 FY26 Earnings 🚴♂ 📊 Q2 FY26 Highlights Revenue $657M (3% YoY) Adj. EBITDA $81M (+39% YoY) 🟢 Gross margin 50.5% (+320 bps YoY) 🔥 GAAP net loss $39M 👥 Subscriptions Paid connected fitness subs: 2.661M (7% YoY) 🔴 🔮 FY26 Outlook (Improving) Adj. EBITDA raised to $450M$500M Free cash flow target: $275M 🔥 Takeaway Peloton continues its profitability pivot: margins and EBITDA are moving sharply higher even as revenue and subs remain under pressure. The story here is cash flow discipline and cost control not growthat least for now. Want this reframed as a turnaround vs."
X Link 2026-02-05T13:16Z [----] followers, [--] engagements
"Continuing Jobless Claims 1844K VS Est. 1850K"
X Link 2026-02-05T13:32Z [----] followers, [--] engagements
"🟢 $ARW Arrow Electronics Q4 & FY25 Earnings 🔌 📊 Q4 [----] (Beat + Raise vs guidance) Sales $8.7B (+20% YoY above high end of guide) EPS $3.75 Non-GAAP EPS $4.39 (both guide) 🟢 📊 FY [----] Sales $30.9B (+10% YoY) EPS $10.93 Non-GAAP EPS $11.02 🚀 Whats driving it Momentum across Global Components + ECS Strength in cloud AI and datacenter demand Growth in higher-margin value-added offerings Improving leading indicators as cycle turns 🗣 Management tone Early stages of a modest cyclical upturn Entering [----] with positive momentum cautious optimism Focus on profitable growth + financial"
X Link 2026-02-05T21:03Z [----] followers, [--] engagements
"🟢 $RDDT Reddit Q4 & FY25 Earnings + $1B Buyback 🚀 📈 User Growth DAUs: 121.4M (+19% YoY) 💰 Q4 [----] Revenue $726M (+70% YoY) Ad revenue $690M (+75% YoY) Net income $252M (35% margin) 🔥 Adj. EBITDA $327M (45% margin) Free cash flow $264M 📊 Full Year [----] Revenue $2.2B (+69% YoY) Net income $530M (24% margin) Adj. EBITDA $845M (38% margin) Gross margin 92% 🔁 Capital Return $1B share repurchase program authorized 💥 Fully diluted shares: 206.1M (flat QoQ down YoY) 🧠 What stands out Explosive revenue + profit growth Elite margins for a social platform Strong cash generation enables massive"
X Link 2026-02-05T21:09Z [----] followers, [---] engagements
"🟡 $OTEX OpenText Q2 FY26 Earnings 📄 📊 Q2 FY26 Highlights Total revenue: $1.33B (0.6% YoY) 🔴 Cloud revenue: $478M (+3.4% YoY) 🟢 20th consecutive quarter of cloud organic growth ARR: $1.06B (+0.7% YoY) Adj. EBITDA: $491M (37.0% margin) GAAP EPS: $0.66 🔴 💰 Cash Flow & Capital Free cash flow: $279M in Q2 FY26 YTD FCF: $381M (+101% YoY) 🔥 Quarterly dividend: $0.275/share 🔁 Portfolio moves Completed eDOCS sale for $163M Announced Vertica divestiture for $150M 👔 Leadership Ayman Antoun named CEO effective April [--] [----] ⚠ Pressure points GAAP net income 27% YoY GAAP EPS 24% YoY Non-GAAP"
X Link 2026-02-05T21:14Z [----] followers, [---] engagements
"🟢 $ASYS Amtech Systems Q1 FY26 Earnings (AI Demand Driving Orders 🤖) 📊 Q1 FY26 Highlights Revenue $19.0M Orders $20.7M revenue book-to-bill 1.1x 🟢 Backlog $21.6M GAAP EPS $0.01 Non-GAAP EPS $0.03 Adj. EBITDA $1.4M 💰 Cash & Cash Flow Cash $22.1M (up from $17.9M QoQ) Operating cash flow $4.1M (+43% YoY) 🔥 No debt 9th consecutive quarter of positive operating CF 🤖 AI Exposure AI-related equipment = 35% of TPS segment revenue (vs 30% prior qtr) Management expects sequential booking growth through FY26 driven by AI infrastructure buildouts Some deliveries pushed to Q3 to align with customer"
X Link 2026-02-05T21:19Z [----] followers, [---] engagements
"🟢 $FTNT Fortinet Q4 & FY25 Earnings 🔐 📊 Q4 [----] Revenue $1.91B (+15% YoY) Product revenue $691M (+20% YoY) Billings $2.37B (+18% YoY) GAAP operating margin: 33% 🔥 📊 FY [----] Revenue $6.80B (+14% YoY) Billings $7.55B (+16% YoY) Free cash flow: $2.21B 💰 GAAP operating margin: 31% 🔁 Capital Return Buyback authorization increased by $1B Total repurchase capacity now $10.25B (through Feb 2027) 🔮 FY [----] Guidance Revenue $7.50B$7.70B Implies growth moderating to 1013% Q1 non-GAAP EPS $0.59$0.63 🧠 What stands out Strong product + billings momentum Elite cash flow + margins Massive buyback"
X Link 2026-02-05T21:22Z [----] followers, [--] engagements
"🟢 $MCHP Q3 FY26 Earnings Highlights Top Line Revenue: $1.19B vs $1.17B est 🟢 (+15.6% YoY) Adj. EPS: $0.44 vs $0.42 est 🟢 Non-GAAP GM: 60.5% vs 58.6% est 🟢 📈 Q4 FY26 Guidance Revenue: $1.24B$1.28B (midpoint +6.2% QoQ +29.8% YoY) 🟡 Adj. EPS: $0.48$0.52 (est. $0.49) 🟡 Non-GAAP GM: 60.5%61.5% vs 59.8% est 🟢 CapEx: $20M$23M (very disciplined) ⚙ Operating Metrics R&D spend: $274M (+11% YoY) Non-GAAP Op Income: $338M Op margin: 28.5% 💰 Capital Return Dividends returned (Dec qtr): $246M Quarterly dividend (Mar qtr): $0.455/share 🧠 Management takeaway Strong momentum in connectivity driven"
X Link 2026-02-05T21:31Z [----] followers, [---] engagements
"🟢 $DOCS Q3 FY26 Earnings Highlights Top Line Revenue: $185.1M vs $181.6M est 🟢 (+10% YoY) Adj. EPS: $0.46 vs $0.45 est 🟢 Adj. EBITDA: $111.4M (+9% YoY) EBITDA margin: 60.2% 🔥 👩⚕ Platform Engagement 1M+ quarterly active prescribers 720K workflow product users (record QoQ jump) 300K+ users already engaging with AI features 📈 Guidance Q4 FY26 Revenue: $143M$144M Adj. EBITDA: $63.5M$64.5M FY26 Revenue: $642.5M$643.5M Adj. EBITDA: $355.5M$356.5M 💰 Profitability & Cash Net income: $61.6M (33.3% margin) Non-GAAP net income: $91.1M (49.3% margin) Free cash flow: $58.5M (8% YoY) 🔁 Capital"
X Link 2026-02-05T21:32Z [----] followers, [---] engagements
"🧾🚀 $BILL Q2 FY26 Earnings Snapshot Big Beat Across the Board 🟢 Revenue: $414.7M vs $400.0M est +14% YoY 🟢 Adj. EPS: $0.64 vs $0.56 est 🟢 Core Revenue: $375.1M +17% YoY 🟢 TPV: $95B +13% YoY 📈 Guidance (All Raised vs Street) FY26 Revenue: $1.63B$1.65B 🟢 Adj. EPS: $2.33$2.41 🟢 Core Revenue: $1.49B$1.51B Q3 Revenue: $397.5M$407.5M 🟢 Adj. EPS: $0.53$0.57 🟢 Core Revenue: $364.5M$374.5M ⚙ Operating Strength Gross Margin: 79.8% (83.9% non-GAAP) Non-GAAP Op Income: $74.1M +18% YoY Transactions: 35M +16% YoY Customers: 498.5K businesses 💸 Capital Return Buybacks: 2.5M shares $133M 🔑"
X Link 2026-02-05T21:48Z [----] followers, [--] engagements
"💄📉 $COTY Q2 FY26 Earnings Snapshot Mixed quarter guidance reset 🟢 Revenue: $1.68B vs $1.66B est +1% YoY 🔴 Adj. EPS: $0.14 vs $0.18 est 🔴 Adj. EBITDA: $330M -15% YoY 🚨 FY26 EBITDA & FCF guidance withdrawn 🔮 Q3 Outlook LFL Revenue: mid-single-digit % decline Adj. EBITDA: $100M$110M Adj. EPS: breakeven (ex-equity swap) 🧴 Segment Check Prestige: $1.13B +2% YoY (LFL -2%) Consumer Beauty: $545M -2% YoY (LFL -6%) 💰 Financials FCF: $513M Adj. Gross Margin: 64.2% (-260 bps YoY) Net Debt: $2.6B 2.7x leverage 🗣 Mgmt Tone Performance has been disappointing share price reflects that. Launching"
X Link 2026-02-05T21:49Z [----] followers, [--] engagements
"🚀 $TEAM Q2 FY26 Earnings Blowout Atlassian firing on all cylinders 👇 🟢 Revenue: $1.59B vs $1.21B est +23% YoY 🟢 Adj. EPS: $1.22 vs $0.73 est ☁ Cloud Revenue: $1.07B +26% YoY (first-ever $1B cloud quarter) 📦 RPO: $3.81B +44% YoY 🤖 Rovo: 5M+ monthly active users 🔮 Q3 Guide (Above Street) Revenue: $1.689B$1.697B vs $1.65B est Cloud Growth: +23% YoY Data Center Growth: +33.5% YoY Non-GAAP Op Margin: 27.5% Non-GAAP Gross Margin: 88% 📈 FY26 Outlook Total Revenue Growth: +22% YoY Cloud Growth: +24.3% YoY Non-GAAP Op Margin: 25.5% Gross Margin: 87% 💰 Financial Strength FCF: $168.5M (11%"
X Link 2026-02-05T22:06Z [----] followers, [---] engagements
"$BE - BLOOM ENERGY UP 13.01%"
X Link 2026-02-05T22:12Z [----] followers, [---] engagements
"$DOCS - DOXIMITY SHARES DOWN 32%"
X Link 2026-02-05T22:18Z [----] followers, [---] engagements
"🚨 $MSTR CEO on worst-case Bitcoin downside risk Michael Saylor lays it out bluntly 👇 🔻 Extreme scenario: If Bitcoin drops 90% to $8000 Thats where BTC reserves = net debt 🔻 At that point: Cant repay convertibles using BTC alone Would consider: Restructuring Issuing equity Issuing additional debt 🕰 Key context: This risk is spread over the next [--] years Pretty hard to imagine scenario per Saylor 🧠 Bottom line: Im not really worried at this point in time even with Bitcoin drops. 🔥 Takeaway: MSTR is openly stress-testing a brutal BTC crash and still believes its capital structure is"
X Link 2026-02-05T22:52Z [----] followers, [---] engagements
"🛡 $ZS expands Zero Trust to the browser Zscaler acquired SquareX to bring Zero Trust security directly into standard browsers like Google Chrome and Microsoft Edge via lightweight extensions. Why it matters: 🔐 Secures BYOD & unmanaged devices 🧩 No separate enterprise browser 🚫 No full endpoint agent required ⚡ Faster deployment lower friction for users Big picture: Zscaler is pushing Zero Trust closer to the user session itself shrinking the attack surface right where work actually happens the browser. https://twitter.com/i/web/status/2019552473497690616"
X Link 2026-02-05T23:23Z [----] followers, [---] engagements
"🟡 Metals Market Update 🥇 Gold $4872 1.97% 🥈 Silver $73.88 4.31% 🟠 Copper $5.76 1.00% ⚙ Steel (CNY) [----] 0.32% 🔋 Lithium (CNY) [------] 5.88% ⛏ Iron Ore (CNY) [-----] 0.65% ⚪ Platinum $1989 3.95% 🏗 HRC Steel $973 0.30% What stands out 👀 Gold & silver bouncing after a brutal selloff Silver still extremely volatile after last weeks collapse Copper and industrial metals remain under pressure Lithium continues to cool despite strong YTD gains 📉 Volatility stays high sharp rebounds but trend still fragile. https://twitter.com/i/web/status/2019689468362416224"
X Link 2026-02-06T08:27Z [----] followers, [--] engagements
"🏠 UK house prices cross [------] milestoneUnited Kingdom house prices have broken above [------] for the first time marking a historic threshold.Whats driving it: 📉 Easing mortgage rates improving affordability 🏡 Tight housing supply 📈 Wage growth supporting demandWhy it matters: The milestone underscores resilience in the housing marketbut also deepens affordability pressures especially for first-time buyers as prices outpace incomes in many regions. https://twitter.com/i/web/status/2019703618765550031 https://twitter.com/i/web/status/2019703618765550031"
X Link 2026-02-06T09:24Z [----] followers, [--] engagements
"Companies Reporting Before Open - 6.2.2026 06:00: Centene $CNC 06:00: Newell $NWL 06:00: Johnson Outdoors $JOUT 06:00: Proto Labs $PRLB 06:30: nVent $NVT 06:30: Graham $GHM 06:30: RXO $RXO 06:30: MarketAxess $MKTX 06:40: GrafTech $EAF 06:55: Under Armour $UAA 06:55: Philip Morris $PM 06:55: AutoNation $AN 07:00: Canopy $CGC 07:00: Roivant $ROIV 07:00: Virtus $VRTS 07:00: AerCap $AER 07:00: Carlyle $CG 07:00: Immunovant $IMVT 07:00: Ispire $ISPR 07:00: Piper Sandler $PIPR 07:30: Cboe $CBOE 07:30: Plains All American $PAA https://twitter.com/i/web/status/2019705130753441882"
X Link 2026-02-06T09:30Z [----] followers, [---] engagements
"🗓 Todays Key Events Fri 02/06/2026 (EST) Macro / Events 01:00 IranUS meeting (all day) 10:00 📊 Univ. of Michigan Sentiment (Prelim) 12:00 🏦 Feds Jefferson 15:00 💳 US Consumer Credit Earnings Before Open 06:00 $CNC 06:00 $NWL 06:00 $JOUT 06:00 $PRLB 06:30 $NVT 06:30 $GHM 06:30 $RXO 06:30 $MKTX 06:40 $EAF 06:55 $UAA 06:55 $PM 06:55 $AN 07:00 $CGC 07:00 $ROIV 07:00 $VRTS 07:00 $AER 07:00 $CG 07:00 $IMVT 07:00 $ISPR 07:00 $PIPR 07:30 $CBOE 07:30 $PAA 👀 Focus: Michigan sentiment + Fed commentary = potential volatility across rates equities and crypto."
X Link 2026-02-06T09:31Z [----] followers, [---] engagements
"🚨 Goldman Sachs Upgrades $VST to BUY 🚨 🔹 Rating: Buy (from Neutral) 🔹 Price Target: $205 (from $200) 🔹 Implied Upside: 45% 🔹 Analyst: Carly Davenport Why Goldman turned bullish 👇 Shares pulled back -12% YTD and -35% from ATH attractive entry Estimates raised after incorporating Meta PPA Potential 3%9% upside to [----] EBITDA if remaining nuclear output is contracted at similar pricing 🛡 Downside protection Current price ($142.5) implies $49/MWh future power price well below the $58/MWh forward average Market already pricing in conservative assumptions on power prices & PPAs 📉 Valuation"
X Link 2026-02-06T09:47Z [----] followers, [--] engagements
"🚨 JPMorgan Upgrades $DOCS to NEUTRAL (from Underweight) 🚨 🔹 Rating: Neutral (from Underweight) 🔹 Price Target: $40 (cut from $62) 🔹 Analyst: Alexei Gogolev What changed 👇 📉 Near-term visibility still weak 3QF26 beat guidance but results were overshadowed by policy-driven budget uncertainty Clients are deploying less budget upfront pushing spend into later periods Several deals slipped into fiscal 4Q slowing early calendar-2026 momentum 📊 Market growth slowing DOCS expects calendar [----] market growth 5% below recent years Management still targets exiting [----] as a double-digit grower"
X Link 2026-02-06T09:53Z [----] followers, [---] engagements
"🟡 $NWL Newell Brands Q4 & FY25 Quick Take 📉 Topline Q4 sales: $1.9B (2.7% YoY) FY25 sales: $7.2B (5.0% YoY) Core demand still soft categories under pressure 📈 Profitability (Underlying) Q4 Normalized EBITDA: $241M (+11.6% YoY) Q4 Normalized operating margin: 8.7% (+160 bps YoY) FY25 Normalized EBITDA: $882M (slightly down YoY) ⚠ GAAP noise Large non-cash impairment charges ($340M) Q4 GAAP EPS: ($0.75) vs ($0.13) last year Underlying profitability actually improved 🔮 [----] Outlook Net sales: -1% to +1% (sequential improvement) Core sales: -2% to flat Normalized EPS: $0.54$0.60 Operating"
X Link 2026-02-06T11:06Z [----] followers, [--] engagements
"🟡 $CNC Centene FY25 Results & [----] Outlook Quick Take 📊 FY25 Snapshot Revenue: $174.6B (+20% YoY) Adj. EPS: $2.08 Operating cash flow: $5.1B SG&A ratio: 7.4% (improved) ⚠ GAAP headline is ugly (but misleading) GAAP EPS: ($13.53) Driven by $6.7B goodwill impairment + $513M Magellan write-down Largely non-cash not operational 🔮 [----] Guidance Adj. EPS: $3.00 🟢 GAAP EPS: $1.98 Premium & service revenue: $170$174B Health Benefits Ratio (HBR): 90.9%91.7% (still elevated but stabilizing) 🧠 What matters Core earnings power intact despite GAAP noise Margin recovery expected in [----] Medicaid"
X Link 2026-02-06T11:10Z [----] followers, [---] engagements
"Axess Holdings (Nasdaq: MKTX) Q4 and full-year [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Full-Year 2025: Big Picture Record year but growth is selective Revenue: $846.3M up 4% YoY +10% growth outside U.S. credit key diversification win. Net income: $246.9M Diluted EPS: $6.64 (or $7.39 excl. notable items) The headline: MKTX keeps compounding but growth is being driven more by mix shift and new protocols than by broad-based U.S. credit expansion. 🚀 Volume & Market Share Momentum (The Real Story) Client-Initiated Channel Block trading ADV: +24% YoY to $5.0B"
X Link 2026-02-06T11:46Z [----] followers, [--] engagements
"Under Armour - $UAA Q3 fiscal [----] resultsand why Rhea-AI flags High Impact / Negative Sentiment 👇 📊 Q3 FY26 Earnings Snapshot 🔽 Headline Numbers Revenue: $1.33B 5% YoY (6% currency-neutral) GAAP net loss: $(431)M GAAP EPS: $(1.01) Adjusted net income: $37M Adjusted EPS: $0.09 Operating loss: $(150)M Adjusted operating income: $26M Gross margin: 44.4% [---] bps YoY 🔽 What Drove the Negative Sentiment North America remains the drag NA revenue 10% YoY to $757M December quarter marked the low point of the reset per managementbut investors need proof. Margin pressure Gross margin hit by: Higher"
X Link 2026-02-06T12:01Z [----] followers, [--] engagements
"Virtus Investment Partners - $VRTS Q4 [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Q4 [----] Earnings Snapshot 🔢 Headline Numbers Diluted EPS: $5.17 (+11% YoY) Adjusted diluted EPS: $6.50 (13% YoY) Revenue: $208.0M 11% YoY Adjusted revenue: $188.9M 11% YoY Operating margin: 19.1% (Adj. 32.4%) AUM: $159.5B Total sales: $5.3B Net flows: $(8.1)B 🔽 What Drove the Quarter Flows Remain the Overhang Net outflows of $8.1B continue to pressure AUM. Sales activity was solid but redemptions outweighed inflows a familiar challenge for traditional active managers. Revenue"
X Link 2026-02-06T12:22Z [----] followers, [--] engagements
"AerCap - $AER Holdings full-year [----] resultsand why Rhea-AI flags High Impact / Neutral Sentiment 👇 ✈ Full-Year 2025: Record Performance Headline Net income: $3.8B or $21.30 EPS Adjusted net income: $2.7B or $15.37 EPS Q4 net income: $633M or $3.79 EPS Operating cash flow: $5.4B This was a record year across earnings cash generation and capital returns. 🔼 What Went Right Shareholder Value Creation $2.6B returned to shareholders in [----] Quarterly dividend raised to $0.40 Book value per share: $112.59 up 19% YoY Portfolio & Capital Allocation $3.9B of asset sales generating $819M in gains"
X Link 2026-02-06T12:30Z [----] followers, [--] engagements
"FDA signals crackdown on copycat drugs saying it cant verify safety or efficacy of non-approved products. Comes after Hims & Hers launched a Wegovy alternative. Premarket: $HIMS 5.7% $NOVO +6.37%"
X Link 2026-02-06T12:36Z [----] followers, [---] engagements
"Ispire Technology - $ISPR Q2 fiscal [----] resultsand why Rhea-AI flags High Impact / Neutral Sentiment 👇 📊 Q2 FY26 Earnings Snapshot (Quarter Ended Dec. [--] 2025) 🔢 Headline Numbers Revenue: $20.3M (vs. $41.8M YoY 51%) Gross profit: $3.5M Gross margin: 17.1% Net loss: $(6.6)M or $(0.12) per share Cash: $17.6M Working capital: $3.5M 🔼 Whats Going Right Balance Sheet & Risk Cleanup Accounts receivable down 19.5% since June to $37.9M Reflects deliberate exit from lower-quality cannabis customers Reduces future bad-debt and liquidity risk Cost Discipline Operating expenses cut to $10.3M from"
X Link 2026-02-06T12:41Z [----] followers, [--] engagements
"Morgan Stanley lowers PT on Reddit $RDDT to $240 from $265 keeps Overweight Analyst: Brian Nowak 🧠 Key Takeaways from the Note Growth still firing: 4Q25 revenue +70% YoY Top end of 1Q guide implies +54% YoY Advertiser momentum strong: Active advertisers +75% YoY (2nd straight quarter) SMB advertiser spend doubled [--] of top [--] advertiser verticals grew 50% YoY in 4Q (vs. [--] in 3Q) Big long-term lever = automation & ML: Scaling Reddit Max to streamline advertiser onboarding Automation starts mid-/low-funnel expands full-funnel in [----] Significant runway to improve performance via machine"
X Link 2026-02-06T13:03Z [----] followers, [--] engagements
"Needham reiterates Buy on Reddit $RDDT PT $300 Analyst: Laura Martin Why Needham is bullish Top pick for [----] 100% human-created content more valuable as LLM bots proliferate Execution strength: 60% revenue growth for six straight quarters Ad revenue +75% in 4Q25 Upside optionality: LLM licensing revenues Rapid margin expansion Deep moat: human communities like Reddit are hard to replicate Bottom line: Needham sees Reddit as a structural winner in a world increasingly flooded with AI-generated content. https://twitter.com/i/web/status/2019759331185479897"
X Link 2026-02-06T13:05Z [----] followers, [--] engagements
"Goldman Sachs lowers PT on Amazon $AMZN to $280 from $300 Analyst: Eric Sheridan 🧠 Key Takeaways Entering a heavy investment cycle: FY26 capex $200B across AWS + e-commerce Q1 GAAP operating income guide below expectations AWS fundamentals improving: Growth re-accelerating on AI and non-AI workloads AWS margins 35% better than GS modeled offsetting rising depreciation Core demand still solid: Commerce and advertising show consistent compounded growth Optics matter: Q4 results and Q1 guide include one-time items muddying headlines In a risk-off tape investors are less patient with capex"
X Link 2026-02-06T13:08Z [----] followers, [--] engagements
"Morgan Stanley: **Amazons $200B [----] capex needs to show clear returns. AWS growth supports the spend but investors are watching Project Kuiper (Amazon LEO) for measurable profits. Still viewed as a top under-appreciated GenAI winner"
X Link 2026-02-06T13:10Z [----] followers, [--] engagements
"📈 Todays Move (Relief Rally) Bitcoin $66702 +6.36% Ether $1930 +5.90% Ripple +14.94% (day leader) Cardano +7.50% Solana +5.20% Broad-based rebound after hitting multi-month lows. 📉 Bigger Picture (Still Risk-Off) Weekly: BTC 22% ETH 29% SOL 31% Monthly: Most majors 35% to 40% YTD: BTC 25% ETH 35% SOL 35% YoY: Many alts down 50%70%+ This is a counter-trend bounce not a trend reversalyet. 🧠 Market Takeaway Crypto continues trading like high-beta equities ETF outflows + thin liquidity = fragile rallies Short-term relief but macro + risk sentiment still dominate"
X Link 2026-02-06T13:14Z [----] followers, [--] engagements
"MAG [--] to pour $650B into AI in [----] Amazon ($AMZN): $200B Alphabet ($GOOGL): $185B Meta Platforms ($META): $135B Microsoft ($MSFT): $105B Tesla ($TSLA): $20B A scale of AI investment unmatched this century"
X Link 2026-02-06T13:38Z [----] followers, [--] engagements
"🐂 Bull Case: Why $650B Could Make Sense Platform lock-in: AI spend deepens moats across cloud ads commerce and devices. Revenue leverage: Amazon / Microsoft monetize via cloud + enterprise AI. Alphabet / Meta Platforms lift ad performance with AI-driven targeting. Winner-take-most dynamics: Scale matters; late movers get priced out. Strategic necessity: AI becomes core infrastructure not optional R&D. https://twitter.com/i/web/status/2019767630714867804 https://twitter.com/i/web/status/2019767630714867804"
X Link 2026-02-06T13:38Z [----] followers, [--] engagements
"🐻 Bear Case: What Can Go Wrong ROI lag: Capex hits now revenues show up later (if at all). Margin pressure: Depreciation + power + chips compress near-term margins. Investor patience thinning: Risk-off markets punish spend without proof. Overcapacity risk: Everyone building at once could flood compute"
X Link 2026-02-06T13:38Z [----] followers, [--] engagements
"⚖ Who Needs ROI the Most (Near Term) Amazon $200B capex under the microscope; AWS must accelerate. Alphabet defend search economics with GenAI. Meta Platforms prove AI boosts ads and margins. Microsoft best positioned; already monetizing. Tesla AI optionality but returns less immediate. Bottom line: This is a historic arms race. Long-term moat builders winbut the market will demand receipts not promises. https://twitter.com/i/web/status/2019767635622220041 https://twitter.com/i/web/status/2019767635622220041"
X Link 2026-02-06T13:38Z [----] followers, [--] engagements
"Peoples Bank of China tightens crypto rules banning domestic and China-controlled overseas entities from issuing virtual currencies without approval. Authorities reiterate crypto is not legal tender and label related business activities illegal. The crackdown targets money laundering fraud and cross-border transfers including stablecoins and tokenized assets with coordinated centrallocal enforcement and public education. https://twitter.com/i/web/status/2019771665098396085 https://twitter.com/i/web/status/2019771665098396085"
X Link 2026-02-06T13:54Z [----] followers, [--] engagements
"Iris Energy $IREN Q2 FY26: punished for no new AI deal but AI scale-up intact Stock 18% post-earnings: market disappointed by no new AI hyperscaler deal not the quarter itself. Revenue miss (20%) tied to Bitcoin volatility not core AI thesis. AI cloud momentum strong: AI cloud ARR guide raised to $3.4B by Q426 (vs. $2.3B today) 140k GPUs contracted by end-2026 Bitcoin drag fading: Q425 revenue $185M (23% QoQ) as BTC mining revenue fell 28% QoQ AI cloud revenue +QoQ ($7M $17M) Adj. EBITDA $75M margins improved [---] bps to 41% MSFT deal economics solid: $3.6B GPU financing at 6% cost 95% of GPU"
X Link 2026-02-06T14:34Z [----] followers, [---] engagements
"Raphael Bostic: Says it will be April or May before data give clear policy signals. Fed cant lose sight of inflation which has been too high for too long and is now plateauing. Businesses see upside potential district sentiment is cautiously optimistic. Tariff effects should wash through by mid-year. https://twitter.com/i/web/status/2019782923801510161 https://twitter.com/i/web/status/2019782923801510161"
X Link 2026-02-06T14:39Z [----] followers, [--] engagements
"Raphael Bostic: Says its doable to return to scarce reserves over time. Fed may need to lean more on non-official data. Has no view on Warshs proposed Fed regime change. Says the Fed was not too wokeinclusion wasnt a mistake. Economy has been K-shaped for years pre-pandemic. Policy needs to stay restrictive to get inflation back to 2%. https://twitter.com/i/web/status/2019783363301605685 https://twitter.com/i/web/status/2019783363301605685"
X Link 2026-02-06T14:40Z [----] followers, [--] engagements
"BAYER: REMAIN CONFIDENT IN ASUNDEXIAN'S BLOCKBUSTER POTENTIAL TOO EARLY TO COMMENT ON SPECIFIC PEAK SALES NUMBERS"
X Link 2026-02-06T14:53Z [----] followers, [--] engagements
"Galaxy Digital $GLXY authorizes a $200M buyback of Class A shares with purchases via open market or private deals (incl. 10b5-1)"
X Link 2026-02-06T15:06Z [----] followers, [---] engagements
"$NVDA $META - NVDA CEO HUANG SAYS NO ONE USES AI BETTER THAN META"
X Link 2026-02-06T17:42Z [----] followers, [--] engagements
"🟠 Crypto Face-Ripping Rally 🟡 Bitcoin: $71201 13.5% 🔵 Ether: $2081 14.2% 🟣 XRP: 23.7% 🟢 Cardano: 15.8% 🟠 Solana: 11.8% 🔥 Whats happening: Violent short-covering after extreme oversold conditions Leverage flush reflexive upside across majors Alts outperforming as risk appetite snaps back 🧠 Big picture: This is a classic squeeze + relief rally not confirmation of a new bull trend. Weekly and monthly damage is still severe (BTC 19% weekly ETH 27%). Crypto remains high-beta risk tightly linked to equities and liquidity. ⚠ Volatility is off the charts expect sharp two-way price action."
X Link 2026-02-06T17:47Z [----] followers, [--] engagements
"$ZETA - ZETA IS COMPLETELY OVERSOLD It is on my list on my list of [--] most undervalued stocks"
X Link 2026-02-06T17:55Z [----] followers, [---] engagements
"U.S. Department of Justice probes Netflix ($NFLX) for potential anticompetitive conduct tied to its $72B bid for Warner Bros. Discoverys studios & HBO Max.A DOJ subpoena signals scrutiny over whether the deal could entrench market power or reduce competition.Regulators are also reviewing Paramount Globals rival bid and reassessing how past mergers affected competition and creative response: review is standard; expects approval; argues the deal is vertical and would lower consumer costs. http://talent.Netflix http://talent.Netflix"
X Link 2026-02-06T21:17Z [----] followers, [--] engagements
"U.S. Department of Justice probing whether Netflix ($NFLX) engaged in exclusionary conduct that could lead to monopoly power as it reviews potential bids for Warner Bros. Discovery assets. Market take: headline regulatory overhang; subpoenas raise deal-timing risk but not yet a thesis breaker unless DOJ escalates to a formal antitrust challenge. https://twitter.com/i/web/status/2019884555033874572 https://twitter.com/i/web/status/2019884555033874572"
X Link 2026-02-06T21:23Z [----] followers, [--] engagements
"🚨 JUST IN: The Dow hits [-----] for the first time ever. From [----] (1972) [-----] (1999) [-----] (2018) [-----] (2026).Fueled by AI earnings growth and U.S. corporate dominance.What a time to be alive. 📈🔥"
X Link 2026-02-06T21:47Z [----] followers, [--] engagements
"🟠 Crypto Rips Higher (Again) 🟡 Bitcoin: $70325 12.1% 🔵 Ether: $2052 12.6% 🟣 XRP: 20.3% 🟢 Cardano: 13.1% 🟠 Solana: 12.7% 🔥 Whats happening: Sustained short-covering after extreme oversold conditions Leverage flush momentum flips hard to the upside Alts outperforming as risk appetite broadens 🧠 Big picture: This is a powerful relief rally but damage remains. Weekly and monthly trends are still deeply negative (BTC 16% weekly 23% monthly). Crypto continues to trade like high-beta equities not a hedge. ⚠ Volatility still extreme upside is violent but fragile. Follow-through and"
X Link 2026-02-06T21:54Z [----] followers, [--] engagements
"U.S. Food and Drug Administration moves to restrict copycat GLP-1 ingredients used in mass-marketed compounded weight-loss drugs calling out Hims & Hers Health $HIMS. FDA says compounded products cannot be marketed as generic or equivalent to approved GLP-1s; violators risk enforcement including seizure or injunction. https://twitter.com/i/web/status/2019893933673783484 https://twitter.com/i/web/status/2019893933673783484"
X Link 2026-02-06T22:00Z [----] followers, [---] engagements
"🚨 U.S. Food and Drug Administration taking action to combat copycat weight-loss drugs.FDA says compounded products cant be marketed as generic or equivalent to approved GLP-1s; enforcement actions possible.Read-through: Hims & Hers Health $HIMS Novo Nordisk $NVO Eli Lilly $LLY https://twitter.com/i/web/status/2019894374771875901 https://twitter.com/i/web/status/2019894374771875901"
X Link 2026-02-06T22:02Z [----] followers, [---] engagements
"📉📈 Market Reaction to FDA Crackdown on Copycat GLP-1s Hims & Hers Health $HIMS 9.6% direct regulatory hit Novo Nordisk $NVO +3.6% winner Eli Lilly $LLY +0.7% winner Why this makes sense: The U.S. Food and Drug Administration moved to curb compounded copycat GLP-1s explicitly warning they cant be marketed as generic or equivalent. That raises enforcement risk (seizures injunctions) for platforms leaning on compounded supply $HIMS derates. At the same time it reinforces the moat around FDA-approved GLP-1s $NVO / $LLY rerate. HIMS: sharp air-pocket to $20.80 on headline risk; valuation now"
X Link 2026-02-06T22:12Z [----] followers, [---] engagements
"Northrop Grumman - $NOC secures a $198M contract to provide parts and support for the E-2D Hawkeye aircraft program reinforcing steady sustainment revenue from U.S. military aviation programs"
X Link 2026-02-06T23:17Z [----] followers, [--] engagements
"Barclays: Investors are looking beyond U.S. hedge funds for the first time since [----] signaling a shift in allocations toward non-U.S. and alternative strategies as market leadership and risk dynamics evolve"
X Link 2026-02-07T01:01Z [----] followers, [--] engagements
"A Massachusetts judge ordered Kalshi to stop offering sports-event contracts in the state within [--] days ruling the products violate state gambling laws.The decision marks a setback for Kalshis expansion into sports-related prediction markets and could influence regulatory scrutiny in other states. https://twitter.com/i/web/status/2019940697235656711 https://twitter.com/i/web/status/2019940697235656711"
X Link 2026-02-07T01:06Z [----] followers, [--] engagements
"🧨 Trump: No Nuclear Weapons for Iran President Donald Trump reaffirmed that the United States will not allow Iran to possess nuclear weapons urging Tehran to reach a deal on its nuclear program and warning that no nuclear weapons is non-negotiable. (MarketScreener) ⚓ Trump has also signaled a military buildup in the region and said a U.S. naval armada is moving toward Iran as leverage in negotiations stressing that time is running out for Tehran to agree to terms. 🗣 Talks between U.S. and Iranian negotiators continue with Trump saying Iran is engaging seriously on the issue though specifics"
X Link 2026-02-07T01:08Z [----] followers, [--] engagements
"Donald Trump says he will not apologize for posting a racist video of the Obamas adding: I didnt make a mistake"
X Link 2026-02-07T01:10Z [----] followers, [---] engagements
"The risk: $650B in AI capex puts ROI under a microscope. Markets will want revenue + margin proof not just scale. Amazon / Microsoft: AWS & Azure growth must re-accelerate Alphabet / Meta Platforms: AI must lift ad pricing + engagement Tesla: AI payoff more long-datedBig spend buys a moatbut the market will demand receipts. https://twitter.com/i/web/status/2019943954658025550 https://twitter.com/i/web/status/2019943954658025550"
X Link 2026-02-07T01:19Z [----] followers, [--] engagements
"🟠 Crypto Pauses After Face-Rip Rally 🟡 Bitcoin: $70074 0.7% 🔵 Ether: $2047 0.8% 🟣 XRP: 1.6% 🟢 Cardano: 1.4% 🟠 Solana: 1.3% 🔥 Whats happening: Consolidation after a violent squeeze higher Dip-buyers stepping back as momentum cools No panic selling this is digestion not distribution 🧠 Big picture: The rally relieved extreme oversold conditions but trend damage remains (BTC 11% weekly 23% monthly). Crypto is still trading like a high-beta risk asset highly sensitive to equities and liquidity. ⚠ Volatility still elevated expect choppy two-way action. Direction from here depends on"
X Link 2026-02-07T01:36Z [----] followers, [--] engagements
"🟢 Rare Earths Rip Higher ⚙ Critical Metals Corp ($CRML): $11.03 3.4% 🧲 MP Materials ($MP): $61.26 8.3% USA Rare Earth ($USAR): $21.84 6.0% ⚛ Ucore Rare Metals ($UURAF): $5.74 13.6% ☢ Energy Fuels ($UUUU): $21.22 8.3% 🔥 Whats happening: Strategic metals bid on supply-chain security themes U.S./Western rare-earth exposure catching strong inflows Momentum accelerating across mining + processing names 🧠 Big picture: This move reflects a structural re-rating not just a day trade. Geopolitics defense demand and EV/AI supply chains are pushing investors toward non-China rare-earth exposure. ⚠"
X Link 2026-02-07T01:40Z [----] followers, [---] engagements
"🟣 Quantum Stocks Explode Higher ⚛ Arqit Quantum ($ARQQ): $18.59 15.3% 🧠 IONQ ($IONQ): $34.99 15.0% ❄ D-Wave Quantum ($QBTS): $20.72 20.4% 🧪 Quantum Computing Inc ($QUBT): $9.43 20.7% 🧬 Rigetti Computing ($RGTI): $17.71 18.3% 🔥 Whats happening: Speculative tech bid surges alongside AI enthusiasm Small-cap high-beta names leading the move Momentum + positioning driving outsized gains 🧠 Big picture: This is a risk-on momentum burst not a fundamentals re-rate. Quantum remains long-dated tech but flows are chasing the next AI-adjacent theme. ⚠ Volatility extreme these names move fast in both"
X Link 2026-02-07T01:41Z [----] followers, [---] engagements
"🔐 Cybersecurity & Infra Rip Higher 🛡 CrowdStrike ($CRWD): $395.50 4.9% 🔥 Fortinet ($FTNT): $82.76 4.9% ☁ Cloudflare ($NET): $173.21 6.2% 🧠 Palo Alto Networks ($PANW): $159.32 2.9% 🗄 Rubrik ($RBRK): $51.07 5.7% 💾 Seagate Technology ($STX): $429.32 5.9% 🔥 Whats happening: Cybersecurity catching a strong bid as enterprises prioritize defense spend Cloud + data protection names outperforming Infra exposure (STX) riding AI + data growth tailwinds 🧠 Big picture: This looks like a quality risk-on rotation not pure speculation. Cyber remains a must-spend category benefiting from AI-driven"
X Link 2026-02-07T01:50Z [----] followers, [--] engagements
"Donald Trump: Im predicting the Dow will hit [------] by the end of my term. Remember Trump was right about everything. 📈"
X Link 2026-02-07T02:18Z [----] followers, [--] engagements
"Weekend Markets 📊 Stocks stuck in neutral FX quiet metals bid oil softer. #DAX [-----] +0.02% #DOW [-----] 0.00% 💻 #NASDAQ [-----] -0.05% #FTSE [-----] +0.02% #NIKKEI [-----] -0.01% #HANGSENG [-----] 0.00% 💱 #EURUSD [------] -0.01% 💱 #USDJPY [------] +0.01% 🥇 #GOLD [----] +0.18% 🥈 #SILVER [----] +0.32% 🛢 #USOIL [-----] -0.27% Market mood: pause not panic. Consolidation into next week. https://twitter.com/i/web/status/2020084189123514456 https://twitter.com/i/web/status/2020084189123514456"
X Link 2026-02-07T10:36Z [----] followers, [--] engagements
"NATWEST IS CLOSING IN ON A TAKEOVER OF WEALTH MANAGEMENT GROUP EVELYN PARTNERS AFTER BEATING OUT BARCLAYS IN A HOTLY CONTESTED AUCTION"
X Link 2026-02-07T14:09Z [----] followers, [--] engagements
"TRUMP SOUGHT TO MAKE THE US THE CRYPTO CAPITAL OF THE WORLD. AFTER HIS RALLY ENDED TRADERS ARE SEARCHING FOR A NEW SAVIOR"
X Link 2026-02-07T15:14Z [----] followers, [--] engagements
"💻 Tech / Fintech / AI $PYPL $AMD $ZETA $ADUR Key Points: Undervalued despite AI & fintech tailwinds Catalysts: earnings beats AI adoption semiconductors ✅ Potential entry points for growth"
X Link 2026-02-07T15:18Z [----] followers, [---] engagements
"💊 Healthcare / Pharma / Biotech $HIMS $OSCR $NVO $UNH Key Points: Strong cash flows & fundamentals Moves independently of tech/consumer cycles ✅ Defensive undervalued plays"
X Link 2026-02-07T15:18Z [----] followers, [---] engagements
"🛍 Consumer & Retail $LULU $NKE $GRAB Key Points: Brands with pricing power & loyal followings Often counter-cyclical to the S&P [---] ✅ Resilient consumer discretionary exposure"
X Link 2026-02-07T15:18Z [----] followers, [---] engagements
"🚀 AI & Energy Momentum Watch: AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM"
X Link 2026-02-07T15:19Z [----] followers, [--] engagements
"🚀 AI & Energy Momentum Watch: AI Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET"
X Link 2026-02-07T15:19Z [----] followers, [---] engagements
"🚀 AI & Energy Momentum Watch: AI Data Platforms $PLTR $SNOW $MDB $NOW"
X Link 2026-02-07T15:20Z [----] followers, [--] engagements
"💻 Semiconductors / Hardware $CRWV CoreWeave cloud & GPU acceleration platform $NVDA AI GPU leader powering datacenters & supercomputing $AMD CPUs & GPUs for AI gaming and enterprise $TSM Foundry leader advanced nodes & AI demand $AVGO High-performance chips for networking & connectivity $MU DRAM/NAND leverage from AI demand $NBIS Vertically integrated AI semiconductor play Theme: AI acceleration HPC & next-gen chips 🚀 https://twitter.com/i/web/status/2020156458118111584 https://twitter.com/i/web/status/2020156458118111584"
X Link 2026-02-07T15:23Z [----] followers, [---] engagements
"🖥 Software / SaaS $PLTR Enterprise AI & analytics platform $MDB Cloud DB + AI integration $NOW Digital workflow automation SaaS $SNOW Data cloud & analytics $INOD SaaS automation & AI tools $CRM Customer [---] + AI insights $IBM Hybrid cloud & AI enterprise solutions $PEGA Customer engagement & process automation $SOUN Streaming & SaaS analytics https://twitter.com/i/web/status/2020156609968718313 https://twitter.com/i/web/status/2020156609968718313"
X Link 2026-02-07T15:24Z [----] followers, [---] engagements
"BIG EARNINGS WEEK AHEAD 💥 Feb [---] [----] 📅 Monday UniCredit Q4 Recruit Holdings Q3 AM Apollo $APO 💼 Q4 AM Becton Dickinson $BDX 🧪 Q1 AM Onsemi $ON ⚡ Q4 PM Cleveland-Cliffs $CLF 🏗 Q4 AM Goodyear $GT 🚗 Q4 PM 📅 Tuesday Coca-Cola $KO 🥤 Q4 AM AstraZeneca $AZN 💊 Q4 AM S&P Global $SPGI 📊 Q4 AM BP $BP 🛢 Q4 AM CVS $CVS 💊 Q4 AM Marriott $MAR 🏨 Q4 AM Datadog $DDOG 🐶 Q4 AM Robinhood $HOOD 💸 Q4 PM Ford $F 🚙 Q4 PM 📅 Wednesday 🔥 Cisco $CSCO 🌐 Q2 PM T-Mobile $TMUS 📶 Q4 AM McDonalds $MCD 🍟 Q4 AM Shopify $SHOP 🛒 Q4 AM Siemens Energy Q1 PM TotalEnergies 🛢 Q4 Humana $HUM 🏥"
X Link 2026-02-07T15:30Z [----] followers, [---] engagements
"TOP ASSETS BY MARKET VALUE 🌍 Last [--] Days 🥇 Gold 🟡 Market Cap: $34.685T Price: $4989 30D: +2.03% Still the ultimate macro hedge (rates geopolitics central banks) 🥈 NVIDIA 💚 Market Cap: $4.514T Price: $185.41 30D: +7.92% AI king 👑 basically trading like an asset class now 🥉 Silver ⚪ Market Cap: $4.364T Price: $77.52 30D: +1.06% Industrial + monetary hybrid = quiet strength [--] Apple 🍎 Market Cap: $4.087T Price: $278.12 30D: +0.80% Cash-flow fortress services flywheel still humming [--] Alphabet 🔍 Market Cap: $3.908T Price: $323.10 30D: 2.48% Search + YouTube cash cow AI spend keeps"
X Link 2026-02-07T15:36Z [----] followers, [--] engagements
"SEMICONDUCTOR GIANTS 🌐 Last [--] Days 🥇 NVIDIA 💚 (USA) Market Cap: $4.514T Price: $185.41 30D: +7.92% The AI benchmark GPUs = picks & shovels of this cycle 🥈 TSMC 🏭 (Taiwan) Market Cap: $1.809T Price: $348.85 30D: +5.48% The worlds chip factory everything advanced runs through TSM 🥉 Broadcom 🔗 (USA) Market Cap: $1.578T Price: $332.92 30D: +7.22% AI networking + software = quiet compounder [--] Samsung Electronics 📱 (S. Korea) Market Cap: $724.87B Price: $108.42 30D: +0.44% Memory cycle leverage lagging now torque later [--] ASML 🧠 (Netherlands) Market Cap: $548.45B Price: $1413 30D: +4.66%"
X Link 2026-02-07T15:38Z [----] followers, [--] engagements
"WELLS FARGO'S BREAKUP WITH BILT TOOK ANOTHER CHAOTIC TURN THIS WEEK WHEN THE STARTUPS CUSTOMERS WHO OPTED TO CLOSE THEIR ACCOUNTS WITH THE BANK WERE SURPRISED TO RECEIVE CREDIT CARDS ANYWAY"
X Link 2026-02-07T16:29Z [----] followers, [--] engagements
"ISRAELI PRIME MINISTERS OFFICE: NETANYAHU IS EXPECTED TO MEET WITH TRUMP NEXT WEDNESDAY IN WASHINGTON TO DISCUSS NEGOTIATIONS WITH IRAN"
X Link 2026-02-07T17:42Z [----] followers, [--] engagements
"Israel's Netanyahu expected to meet U.S. President Trump on Wednesday in Washington - Prime Minister office Netanyahu will discuss negotiations with Iran with Trump Netanyahu believes any negotiations must include limiting ballistic missiles and halting support for Iranian axis https://twitter.com/i/web/status/2020196931390304271 https://twitter.com/i/web/status/2020196931390304271"
X Link 2026-02-07T18:04Z [----] followers, [--] engagements
"BREAKING: Hims & Hers Health $HIMS to reportedly halt its weight-loss pill per Bloomberg amid FDA crackdown on compounded GLP-1 drugs. Removes a key growth driver and raises questions about the weight-loss strategy going forward"
X Link 2026-02-07T19:44Z [----] followers, [---] engagements
"⚠ BIG EARNINGS WEEK COMING UP 👀 Feb [---] [----] A high-impact week packed with market-moving reports across tech consumer finance crypto and healthcare. Expect elevated volatility and rapid sentiment shifts. 📅 Monday $MNDY $OPEN UniCredit Q4 Recruit Holdings Q3 (AM) Apollo ($APO) Q4 (AM) Becton Dickinson ($BDX) Q1 (AM) Onsemi ($ON) Q4 (PM) Cleveland-Cliffs ($CLF) Q4 (AM) Goodyear ($GT) Q4 (PM) 📅 Tuesday $HOOD $KO $CVS $F $LYFT $SPOT AstraZeneca ($AZN) Q4 (AM) S&P Global ($SPGI) Q4 (AM) BP ($BP) Q4 (AM) Marriott ($MAR) Q4 (AM) Datadog ($DDOG) Q4 (AM) 📅 Wednesday 🔥 $SHOP $APP $U $HUBS $CSCO"
X Link 2026-02-08T00:15Z [----] followers, [---] engagements
"Heres a tight Twitter-native breakdown in the same style as the metals post 👇 🟠 Crypto Still Under Pressure 🟡 Bitcoin: $69038 0.34% 🟣 Ethereum: $2082 0.40% 🟡 BNB: $647.8 flat 🟢 Solana: $87.27 0.42% 🔵 Cardano: $0.27 0.27% 🟣 XRP: $1.42 0.25% 🔴 Polkadot: $1.37 0.40% 🟠 Avalanche: $9.19 0.39% 🟪 Polygon: $0.10 2.07% 🔥 Whats happening Broad grind lower continues after sharp multi-week drawdowns Majors weak but orderly no panic selling yet Alts still bleeding relative to BTC liquidity thin 🧠 Big picture This looks like consolidation after damage not a bottom. Crypto remains highly"
X Link 2026-02-08T00:29Z [----] followers, [--] engagements
"RECAP: Amazon ($AMZN) 🚨 ☁ Q4 TAKEAWAY CLOUD STILL RUNS THE SHOW What mattered Sales beat expectations AWS beat and cloud growth re-accelerated to 24% ex-FX 🔥 Slight EPS miss (noise vs. trend) Big picture AWS once again carried profit momentum reinforcing that Amazons valuation and earnings power remain fundamentally tied to cloud acceleration not retail optics. Read-through Cloud demand is re-accelerating not stalling Margin leverage comes from AWS scale not cost cuts EPS miss = timing + investment not demand weakness Bottom line This was a quality beat. AWS strength EPS headline. Cloud is"
X Link 2026-02-08T00:37Z [----] followers, [--] engagements
"RECAP: Amazon ($AMZN) 🟡 Why the stock is sliding and what the markets missing 📉 Stock: 9% premarket 💥 Trigger: [----] CapEx guidance came in well above expectations near-term margin fears 📦 Q4 Earnings Quick Tape Read 📊 Topline Net sales: $213.4B vs $211.3B est. 🟢 AWS revenue: $35.6B (the real focus) 📉 Profitability EPS: $1.95 vs $1.97 est. 🔴 (negligible miss) 🔮 Q1 Outlook Net sales: $173.5B$178.5B Operating income: $16.5B$21.5B (wide range = heavy investment) 🧠 What mattered Core retail demand held up revenue beat AWS growth + margins will drive sentiment Wide op-income range"
X Link 2026-02-08T00:38Z [----] followers, [--] engagements
"RECAP: Alphabet $GOOGL CEO + Q4 [----] Earnings 🚨 🧠 The statement the market shouldnt gloss over (Sundar Pichai) Gemini serving unit costs down 78% in [----] This is inference cost not training Inference is the hardest AI cost to compress Signals real efficiency not just scale spending 📊 Q4 [----] Earnings Snapshot Top-line beats Revenue: $113.83B vs $111.4B est. Revenue ex-TAC: $97.23B vs $95.17B Google Services: $95.86B vs $94.9B Advertising: $82.28B vs $80.89B Search & Other: $63.07B vs $61.37B YouTube Ads: $11.38B vs $11.78B (miss) ☁ Google Cloud $17.66B vs $16.2B est. (clear beat) Pressure"
X Link 2026-02-08T00:58Z [----] followers, [--] engagements
"RECAP: Block ($XYZ) Cost Cuts Back on the Table ⚠ Bloomberg reports that up to 10% of staff could be cut as Block runs year-end performance reviews and accelerates a broader efficiency overhaul. Layoffs are expected to roll through multiple teams into late February. 🧠 What it signals Management tightening the cost structure again Focus shifting toward operating leverage and margin discipline Part of a wider fintech reset after aggressive hiring cycles 📉 Market read This isnt about growth stalling its about right-sizing expenses to protect profitability in a tougher macro and competitive"
X Link 2026-02-08T01:28Z [----] followers, [--] engagements
"🚨 Big Earnings Week Ahead A high-impact week packed with market-moving reports across tech consumer finance crypto and healthcare. Expect elevated volatility and fast sentiment shifts. 📅 Monday $MNDY $OPEN UniCredit Q4 Recruit Holdings Q3 (AM) Apollo ($APO) Q4 (AM) Becton Dickinson ($BDX) Q1 (AM) Onsemi ($ON) Q4 (PM) Cleveland-Cliffs ($CLF) Q4 (AM) Goodyear ($GT) Q4 (PM) 📅 Tuesday $HOOD $KO $CVS $F $LYFT $SPOT AstraZeneca ($AZN) Q4 (AM) S&P Global ($SPGI) Q4 (AM) BP ($BP) Q4 (AM) Marriott ($MAR) Q4 (AM) Datadog ($DDOG) Q4 (AM) 📅 Wednesday 🔥 $SHOP $APP $U $HUBS $CSCO $MCD T-Mobile"
X Link 2026-02-08T06:51Z [----] followers, [---] engagements
"🚨 Middle East Tensions Iran Responds Irans Foreign Minister Abbas Araghchi said Sunday that Tehran is unfazed by the growing U.S. military buildup in the Middle East. Key points Iran says it is not intimidated by increased U.S. troop and asset deployments Reaffirmed Iran will not abandon its nuclear program calling it a sovereign right Message to Washington: Iran is open to peace but prepared for conflict if forced 🧠 Why it matters Signals confidence or calculated defiance amid rising regional pressure Keeps the nuclear issue firmly at the center of U.S.Iran tensions Raises stakes for"
X Link 2026-02-08T09:15Z [----] followers, [--] engagements
"Summary of the key analyst moves in the AI sector this week anchored by the notable Microsoft downgrade: 🔎 [--]. Stifel downgrades Microsoft saying its time for a break Microsoft Corporation was cut from Buy to Hold by Stifel analyst Brad Reback. The price target was slashed from $540 to $392. Reback said Wall Street expectations for FY2027 are too optimistic noting cloud capacity constraints rising AI investment and intensifying competition (e.g. Google Cloud Anthropic) as reasons for the downgrade. He commented its time for a break given those pressures. 📉 [--]. MSFT stock fell on downgrade and"
X Link 2026-02-08T14:17Z [----] followers, [--] engagements
"KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS"
X Link 2026-02-08T14:24Z [----] followers, [--] engagements
"KKR & CO.S LEADERS SEE THEIR ACQUISITION OF ARCTOS PARTNERS AS KEY TO CAPITALIZING ON TWO GROWING BUSINESS LINES AND SOLIDIFY ITSELF AS THE DOMINANT INSTITUTIONAL SPORTS INVESTOR"
X Link 2026-02-08T15:16Z [----] followers, [--] engagements
"TRUMP ON TRUTH SOCIAL: U.S. Olympic Skier Hunter Hess a real Loser says he doesnt represent his Country in the current Winter Olympics. If thats the case he shouldnt have tried out for the Team and its too bad hes on it. Very hard to root for someone like this. MAKE AMERICA GREAT AGAIN https://twitter.com/i/web/status/2020526659695243344 https://twitter.com/i/web/status/2020526659695243344"
X Link 2026-02-08T15:54Z [----] followers, [--] engagements
"BESSENT SAYS NEW JAPAN PRIME MINISTER IS A GREAT ALLY HAS GREAT RELATIONSHIP WITH TRUMP"
X Link 2026-02-08T15:55Z [----] followers, [--] engagements
"TRUMP ON TRUTH SOCIAL: I just heard the Cricket World Cup is underway in India I wish the best of luck to TEAM USA We have a very strong team. America is rooting for you"
X Link 2026-02-08T16:25Z [----] followers, [--] engagements
"How Goldman Sachs - $GS Plans to Automate Thousands of Banking Jobs with Claude AI Goldman is rolling out Claude AI (from Anthropic) across internal workflows to automate large parts of research coding compliance and document-heavy banking tasks. What it means: AI as a co-worker not just a tool Fewer junior hours flatter teams Faster deal prep analysis and reporting Big productivity gains fewer roles needed This isnt hype. Its cost control + speed. Wall Street is quietly rewriting how banks are staffed. 🤖📉 https://twitter.com/i/web/status/2020553336454271332"
X Link 2026-02-08T17:40Z [----] followers, [--] engagements
"📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and"
X Link 2026-02-08T20:28Z [----] followers, [---] engagements
"Super Bowl [--] is shaping up as way more than just football 🏈 Brands flooding a packed ad slate Bad Bunny headlining a history-making halftime show 🎤 Prediction markets buzzing on everything from commercials to halftime moments The Big Game is officially a full-blown culture + betting event. https://twitter.com/i/web/status/2020598571083370865 https://twitter.com/i/web/status/2020598571083370865"
X Link 2026-02-08T20:40Z [----] followers, [---] engagements
"🔥 Asia Daily Performance (Ranked) 🔥 Risk-On / High Momentum JP225 (Japan) 🟢 +3.58% Clear risk appetite strongest conviction TSI (Taiwan) 🟢 +2.65% Tech-led momentum aggressive buying CSI [---] (China) 🟢 +1.64% Institutions stepping in SHANGHAI [--] 🟢 +1.45% Large caps participating SHANGHAI Composite 🟢 +1.41% Broad market follow-through 🟡 Neutral / Controlled Risk CH50 🟡 +1.22% Participation without chase DSE Broad (Bangladesh) 🟡 +1.07% Steady accumulation JCI (Indonesia) 🟡 +0.90% Bounce but still cautious 🧊 Defensive / Lagging SENSEX (India) 🔵 +0.56% Consolidation not risk-seeking"
X Link 2026-02-09T07:06Z [----] followers, [--] engagements
"🟡 Crypto Bleeds Sideways (Feb 9) 🟠 Bitcoin: $70638 0.60% 🔵 Ethereum: $2080.76 0.28% 🟡 BNB: $636.6 0.87% 🟣 Solana: $86.38 0.60% 🔴 Avalanche: $9.06 0.44% 🟢 Polygon: $0.10 0.42% 🔵 Cardano: $0.271 0.43% ⚫ Polkadot: $1.32 1.25% 🔷 Ripple (XRP): $1.436 0.52% 🪐 Cosmos: $1.97 1.0% 🔥 Whats happening Bitcoin holding green but barely no momentum follow-through ETH continues to lag signaling weak risk appetite in alts Altcoins remain deep in drawdowns rallies are shallow and short-lived Market still in post-distribution digestion not accumulation 🧠 Big picture This is not a risk-on crypto"
X Link 2026-02-09T07:12Z [----] followers, [--] engagements
"🤖 OpenAI denies rumors it scrapped a Super Bowl ad revealing an AI device. The viral leaked ad was fake according to the company. 📺 OpenAI did run a Super Bowl spot but it focused on software (AI tools) not hardware. 🧠 Takeaway: hype + fake leaks are running ahead of reality. No secret OpenAI device announcement yet. https://twitter.com/i/web/status/2020758903940583865 https://twitter.com/i/web/status/2020758903940583865"
X Link 2026-02-09T07:17Z [----] followers, [--] engagements
"*CHINA URGES BANKS TO CURB US TREASURIES EXPOSURE ON MARKET RISK"
X Link 2026-02-09T07:17Z [----] followers, [--] engagements
"💊 Innovent Biologics partners with Eli Lilly The deal strengthens cross-border biotech collaboration and boosts Innovents global reach while giving Lilly access to promising pipeline assets. 🧠 Takeaway: Big Pharma keeps shopping for innovation China biotech stays firmly on the radar. Want a more bullish deal-terms focused or investor angle version https://twitter.com/i/web/status/2020759714284339483 https://twitter.com/i/web/status/2020759714284339483"
X Link 2026-02-09T07:20Z [----] followers, [--] engagements
"🤖 Goldman Sachs teams up with Anthropic to build AI co-workers The digital agents are designed to automate complex tasks like accounting onboarding and compliance. 📈 Goal: boost productivity cut friction and scale high-skill work faster. 🧠 Takeaway: this isnt chatbots its AI moving into white-collar core functions. https://twitter.com/i/web/status/2020760392067080429 https://twitter.com/i/web/status/2020760392067080429"
X Link 2026-02-09T07:23Z [----] followers, [--] engagements
"Keir Starmer to meet Labour MPs after Morgan McSweeney quits as chief of staff The resignation follows backlash over Peter Mandelsons appointment exposing internal party tensions. 🧠 Takeaway: leadership reset mode Starmer moves to contain fallout and reassure MPs amid growing unease. https://twitter.com/i/web/status/2020762927226106356 https://twitter.com/i/web/status/2020762927226106356"
X Link 2026-02-09T07:33Z [----] followers, [--] engagements
"Keir Starmer likely to face hostility from Labour MPs The meeting comes amid internal anger over recent decisions with MPs expected to voice frustration and demand clarity on direction and leadership. 🧠 Takeaway: this is less about one meeting and more about party discipline vs growing internal dissent. https://twitter.com/i/web/status/2020763039285305403 https://twitter.com/i/web/status/2020763039285305403"
X Link 2026-02-09T07:33Z [----] followers, [--] engagements
"Keir Starmer must own his error when he meets Labour MPs says Andy McDonald The comment reflects growing pressure inside the party for Starmer to acknowledge missteps and take responsibility amid internal fallout. 🧠 Takeaway: this is about accountability not optics MPs want contrition before unity. https://twitter.com/i/web/status/2020763204029149651 https://twitter.com/i/web/status/2020763204029149651"
X Link 2026-02-09T07:34Z [----] followers, [--] engagements
"📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and"
X Link 2026-02-09T07:35Z [----] followers, [---] engagements
"💊 Novo Nordisk shares rise after Hims & Hers abandons its $49 weight-loss pill The move eases fears of low-cost competition in the obesity drug market. 📈 Investors see Novos GLP-1 franchise regaining pricing power. 🧠 Takeaway: cheap alternatives struggled incumbents still dominate in weight-loss meds. https://twitter.com/i/web/status/2020770746323132625 https://twitter.com/i/web/status/2020770746323132625"
X Link 2026-02-09T08:04Z [----] followers, [--] engagements
"💊 Hims & Hers drops plans for a knockoff of Novo Nordisks new Wegovy weight-loss pill The decision removes a potential low-cost challenger from the obesity drug market. 📈 Seen as a win for Novos GLP-1 franchise and its pricing power. 🧠 Takeaway: copycats are harder than expected branded incumbents still rule weight-loss meds. $HIMS - HIMS SHARES DOWN 16.20% PRE MARKET https://twitter.com/i/web/status/2020771297840496886 https://twitter.com/i/web/status/2020771297840496886"
X Link 2026-02-09T08:06Z [----] followers, [--] engagements
"UniCredit hikes profit outlook after stakes in rivals tax credits help [----] income UNICREDIT SHARES UP 2.84%"
X Link 2026-02-09T08:09Z [----] followers, [--] engagements
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