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@ruiheh Avatar @ruiheh Roy

Roy posts on X about $ally, asml, $axp, signals the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XX% finance XX% technology brands XXXX% cryptocurrencies X%

Social topic influence $ally 12.5%, asml 10%, $axp 7.5%, signals 7.5%, investment 5%, momentum 5%, losses 5%, $boa 5%, cent 5%, gpu X%

Top accounts mentioned or mentioned by @joecarlsonshow @ericldaugh

Top assets mentioned Ally Financial, Inc. (ALLY) American Express Company (AXP) BOSAGORA (BOA) NVIDIA Corp. (NVDA) Now Coin (NOW) ServiceNow Inc (NOW) Fair Isaac, Corp. (FICO) Progress Software Corp (DE) (PRGS) Wells Fargo & Co (WFC) Domino's Pizza Inc (DPZ) Grab Holdings Limited Class A Ordinary Shares (GRAB) Expedia Group Inc (EXPE) Airbnb Inc (ABNB) Booking Holdings Inc (BKNG)

Top Social Posts #

Top posts by engagements in the last XX hours

"@joecarlsonshow Also hate to say this each EUV tool has finite throughput (100150 wafers/hour max). That is another issue with ASML"
@ruiheh Avatar @ruiheh on X 2025-07-22 11:47:56 UTC XXX followers, XXX engagements

"ServiceNow $NOW - Precall Earnings Cheatsheet for Q2 2025 (7/23/2025)"
@ruiheh Avatar @ruiheh on X 2025-07-21 18:45:28 UTC XXX followers, XXX engagements

"🚨📉 $FICO sold off hard🚨 Is it an opportunity Should you sell if you recently brought I just dropped a fresh deep-dive on what really changed (and what didnt). Catch the full note on my Substack. All posts unlock FREE after XX days but if my work helps you win & youd like to keep me cranking a paid sub is ❤. 👉 Historical Investment Flash Updates for $FICO"
@ruiheh Avatar @ruiheh on X 2025-07-10 23:26:40 UTC XXX followers, 5572 engagements

"$PRGS what did analysts focused on last round and why it will matter in tomorrow's call"
@ruiheh Avatar @ruiheh on X 2025-06-30 02:26:53 UTC XXX followers, XXX engagements

"$ALLY X. They front-loaded a chunk of NIM help (securities swaps lease-gain rebound). Future cuts could knock margin lower before it climbs againrisk to 2H25 EPS momentum"
@ruiheh Avatar @ruiheh on X 2025-07-19 03:07:36 UTC XXX followers, XX engagements

"4. $AXP - Reinforces benign credit; flat delinquencies despite macro noise suggest no broad stress yet"
@ruiheh Avatar @ruiheh on X 2025-07-19 02:33:45 UTC XXX followers, XX engagements

"A thread on the banking environment learned from $WFC Q2 2025 earnings call. X. Celebratory tone but the caveat (cautious during periods of economic uncertainty) signals that near-term balance-sheet acceleration will be measured; management is wary of deploying capital just as the cycle matures"
@ruiheh Avatar @ruiheh on X 2025-07-19 13:56:25 UTC XXX followers, XX engagements

"$BOA - Sequential drops in both losses and delinquencies suggest a positive inflection in borrower behavior countering concerns about rising stress from higher rates or depleted savings"
@ruiheh Avatar @ruiheh on X 2025-07-19 02:49:17 UTC XXX followers, XX engagements

"$ALLY - X. Shrinking floor-plan loans cut earning-asset growth and fee income; management flags tariff volatility as a new swing factor for 2H25 balance-sheet size"
@ruiheh Avatar @ruiheh on X 2025-07-19 03:07:38 UTC XXX followers, XX engagements

"$BOA - expects flat charge-off ratioi.e. no looming consumer credit spikesignaling management remains steady rather than cautious on household health"
@ruiheh Avatar @ruiheh on X 2025-07-19 02:49:17 UTC XXX followers, XX engagements

"I am long also but the issue with this one is that its too obviously a value stock. People forget that ASML earns only about X cents on every $XXX (For each $10000+ NVIDIA GPU like the H100 ASML earns about $X in revenue a tiny fraction but still one of the most critical links in making it possible). It is a tiny fraction of the whole chip for others as well. When average out about X cent on XXX dollar. $NVDA $AMD $Apple makes about XX - XX% of that $XXX depending on type of chip maker and year. So even though its critical this Dutch firm isnt fully capitalizing on its technology as it has"
@ruiheh Avatar @ruiheh on X 2025-07-23 02:47:28 UTC XXX followers, XX engagements

"The issue with this one is that its too obviously a value stock. People forget that ASML earns only about X cents on every $XXX (For each $10000+ NVIDIA GPU like the H100 ASML earns about $X in revenue a tiny fraction but still one of the most critical links in making it possible). It is a tiny fraction of the whole chip for others as well. When average out about X cent on XXX dollar. $NVDA $AMD $Apple makes about XX - XX% of that $XXX depending on type of chip maker and year. So even though its critical this Dutch firm isnt fully capitalizing on its technology. I am only long because they"
@ruiheh Avatar @ruiheh on X 2025-07-22 11:03:38 UTC XXX followers, 1027 engagements

"Listening between the lines. A thread of my top takeaways on $ALLY latest earnings call Q2 2025. X. Translation: recent loss improvements are real but Ally is explicitly bracing for a softer economy; any uptick in jobless claims could halt or reverse the credit progress"
@ruiheh Avatar @ruiheh on X 2025-07-19 03:07:36 UTC XXX followers, XXX engagements

"@joecarlsonshow Link to the specific $ASML write up is here. Someone the link got cut when pasting. Now should work"
@ruiheh Avatar @ruiheh on X 2025-07-22 11:05:00 UTC XXX followers, XXX engagements

"$ALLY - X. Reliance on CRT signals internal view that organic earnings alone wont lift CET1 fast enough; Ally still feels capital-constrained and willing to pay up to shed tail risk"
@ruiheh Avatar @ruiheh on X 2025-07-19 03:07:37 UTC XXX followers, XXX engagements

"$ALLY - X. Headline CET1 is XXX % but when unrealized bond losses are fully recognized Ally sits only XX bps above the X % minimumthin buffer that explains why buybacks remain on ice"
@ruiheh Avatar @ruiheh on X 2025-07-19 03:07:37 UTC XXX followers, XX engagements

"$DPZ - Momentum re-accelerates on menu + marketplace levers. Read more of our latest investment flash update on $DPZ -"
@ruiheh Avatar @ruiheh on X 2025-07-21 18:24:46 UTC XXX followers, XX engagements

"This one going to be tricky. The issue is liquidity. It isnt exactly retail vs wall street as someone on street could have engineered this to kill a whale. It was silly for the whale not to close the position with such a high interest and little to gain. Lets see. A very interesting story for sure"
@ruiheh Avatar @ruiheh on X 2025-07-21 20:53:33 UTC XXX followers, XXX engagements

"$GRAB - deep dive coming next week before Q2 2025 earnings call. Subscribe below"
@ruiheh Avatar @ruiheh on X 2025-07-21 21:04:52 UTC XXX followers, XXX engagements

"Listening between the lines. A thread of my top takeaways on $AXP latest earnings call Q2 2025. X. Headline still on record but he quickly flags softness in airlines & lodging. Signals confidence while quietly acknowledging early cracks in discretionary T&E. We will get more color on this after $ABNB $BKNG and $EXPE report"
@ruiheh Avatar @ruiheh on X 2025-07-19 02:33:43 UTC XXX followers, XX engagements

"7. $AXP - Implicit message: no need to discount despite competitive noise signalling steady spend from high-end cohorts yet growth is coming from younger cohorts"
@ruiheh Avatar @ruiheh on X 2025-07-19 02:33:47 UTC XXX followers, XX engagements