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@samsolid57 Avatar @samsolid57 Sam Badawi

Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure.

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Social Influence

Social category influence stocks #184 technology brands #1129 finance #4587 cryptocurrencies #876 countries XXXX% social networks XXXX% automotive brands XXXX% fashion brands XXXX% products XXXX% agencies XXXX%

Social topic influence $adbe #15, $nvda #138, $googl #29, $spy #30, $meta #20, meta #2330, nvda #600, $orcl #44, $qqq #11, $path #9

Top accounts mentioned or mentioned by @qualityinvest5 @wolf_financial @stocktalkweekly @dividendstreams @reelyphishy @wolffinancial @sixsigmacapital @mikeschiemer @stockmktnewz @mvcinvesting @couchinvestor @william_r2rclub @askfinvest @headednine @amitisinvesting @krispatel99 @thealphathought @stocksonspaces @vistasharesx @wolfbitcoin

Top assets mentioned Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) SPDR S&P XXX ETF Trust (SPY) Metadium (META) Oracle Corporation (ORCL) UiPath, Inc. (PATH) ZetaChain (ZETA) Broadcom, Inc. (AVGO) Orochi Network (ON) Tesla, Inc. (TSLA) Cream (CRM) Amazon.com, Inc. (AMZN) Intel Corporation (INTC) Costco Hot Dog (COST) Microsoft Corp. (MSFT) BITMINE IMMERSION TECH (BMNR) IREN Limited (IREN) Amkor Technology Inc (AMKR) Snowflake, Inc. (SNOW) HashiCorp, Inc. Class A Common Stock (HCP) Confluent, Inc. Class A Common Stock (CFLT) Vistra, Corp. (VST) Ethereum (ETH) Nebius Group N.V. Class A Ordinary Shares (NBIS) Rubrik, Inc. (RBRK) SPX6900 (SPX) IBM (IBM) Costco Wholesale Corporation (COST) PayPal Holdings Inc (PYPL) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) MercadoLibre Inc (MELI) Rivian Automotive, Inc. (RIVN) Navitas Semiconductor Corporation Common Stock (NVTS) SiTime Corporation Common Stock (SITM) Landwolf (WOLF) Veeva Systems, Inc. (VEEV) UnitedHealth Group (UNH) Alibaba Group (BABA) QUALCOMM, Inc. (QCOM) Micron Technology, Inc. (MU) Cipher Mining Inc. Common Stock (CIFR) CoreWeave, Inc. (CRWV) ARK Innovation ETF (ARKK) Marvell Technology Inc (MRVL) Trade Desk, Inc. (TTD) Planet Labs PBC (PL)

Top Social Posts

Top posts by engagements in the last XX hours

"$AAPL TOP DESIGN EXECUTIVE JUST JOINED ZUCKS AT $META Bullish"
X Link 2025-12-03T19:32Z 34.4K followers, 12.3K engagements

"If youre bullish on e-commerce and didnt buy the largest e-commerce company in the world when it tagged the 200MA youre probably waiting for another pullback. $AMZN $MELI has also been trading at an attractive level and $SE just went through a massive reset that gave long-term investors a real shot at adding. All three are highly profitable businesses with wide regional moats and durable competitive advantages"
X Link 2025-11-23T15:27Z 34.4K followers, 38.4K engagements

"$ADBE heading into the print trading at a decade low in terms of P/FCF and P/E 🧐"
X Link 2025-12-10T17:14Z 34.4K followers, 7567 engagements

"$LMND new 52-week highs"
X Link 2025-12-11T14:38Z 34.4K followers, 14.7K engagements

"EV is coming back for 2026 with $RIVN and $TSLA. Who is developing their chip Curious. Power-chip companies: $NVTS $ON $WOLF $SITM I do wonder if it is one of these guys. Very long ON Semiconductor"
X Link 2025-12-11T17:15Z 34.4K followers, 5172 engagements

"Veeva Systems - FY2026 Q1 Earnings $VEEV XXXXXX +11.22% AH ✅Revenue: $XXX (Est. $728M) + XX% ✅EPS: $XXXX (Est. $1.74)"
X Link 2025-05-28T20:08Z 34.4K followers, 2389 engagements

"DAVID TEPPER HOLDS $1.3B IN $BABA AND $UNH Wall Streets favorite China bull is calling both value plays with asymmetric upside. Hes also sitting on nearly $2B across $MSFT $UBER $GOOGL $NVDA $AMZN plus energy bets in $VST and $NRG. Energy and AI"
X Link 2025-08-22T01:15Z 34.4K followers, 19.3K engagements

"$ACHR +6.66% OVERNIGHT This is some big hype in anticipation that the $TSLA announcement will be an eVTOL partnership with Archer. Wonder what that means for $JOBY as well"
X Link 2025-10-06T00:06Z 34.3K followers, 401.1K engagements

"$AMZN remains one of the cheapest megacaps in the market and is still the largest hyperscaler globally with $116B in TTM revenue. Every $X in AWS revenue generates about $XXXX in operating income translating to over $40B in profit before CapEx from AWS alone. The same story holds for the other hyperscalers with $GOOGL GCP and $MSFT Azure both still growing above XX% YoY"
X Link 2025-10-23T17:23Z 34.3K followers, 107.5K engagements

"David Tepper made some big moves this quarter to his $7.4B fund. He significantly trimmed positions in $VST $LYFT $MU $UNH and $XYZ and fully exited $INTC. On the other side he was a big buyer of $WHR which is now XXXX% of his entire portfolio. He also doubled his exposure to China tech through $KWEB pushing it up to 4.21%. Tepper wasnt done there he increased his $QCOM stake to 2.81%. Do we have a new competitor emerging to $NVDA which still sits at XXX% of his portfolio Interesting moves"
X Link 2025-11-15T00:46Z 34.3K followers, 19.8K engagements

"After holding for a few months Peter Thiel cut his $BMNR position in half likely taking a loss on the sale. And interestingly based on the $ETH chart he trimmed the position right around the same levels Ethereum was trading at back in July"
X Link 2025-11-15T00:52Z 34.3K followers, 143.3K engagements

"Everyone knows the news that $GOOGL is investing $40B into a datacenter in Texas specifically in Haskell County. But we need to connect the dots here. Hyperscalers like Google and $MSFT are targeting this region and not just on their own. They are partnering with $IREN and $CIFR to rapidly build large scale datacenters in the area. Power is a bottleneck but these two companies have already booked the energy needed to power these datacenters at a combined 6GW of capacity in AI compute"
X Link 2025-11-15T17:37Z 34.3K followers, 228.5K engagements

"Which stock will do this tomorrow after $NVDA earnings"
X Link 2025-11-19T03:17Z 34.3K followers, 423.8K engagements

"Cathie Wood buying more $BMNR and $CRWV through $ARKK and $ARKW"
X Link 2025-11-22T13:45Z 34.3K followers, 7396 engagements

"SYMBIOTIC REPORTS EARNINGS TOMORROW $SYM is one of the few pure play physical robotics companies deploying fleets of autonomous robots inside high-density storage grids for automated warehouse sorting and fulfillment. Clients include $WMT the Walmart-Symbotic JV $TGT C&S Wholesale and $GXO giving them a global enterprise logistics footprint. They report earnings Monday after hours. Backlog was $22.4B last quarter up XX% YoY and thats the metric everyone is watching for sustained momentum. Revenue growth remains strong as deployments scale and the path to profitability is clearer now that"
X Link 2025-11-23T14:15Z 34.3K followers, 13.6K engagements

"Cathie Wood buying $56M of $GOOGL was not in the cards for me. She also bought $21M of $META. Big adds to $ARKK and $ARKW"
X Link 2025-11-26T03:18Z 34.3K followers, 9312 engagements

"$MU is the best HBM company out of all three. The other two are Samsung and SK Hynix. But competition is heating up SK Hynix just partnered with 7-Eleven to fabricate the worlds first convenience-store HBM chips. At this point it might actually be game over"
X Link 2025-11-26T07:03Z 34.4K followers, 6165 engagements

"$BABA RELEASES THE QUARK S1 AI GLASSES As competition in the wearables market heats up Alibaba introduced a device that goes right at $META Ray Ban smart glasses. The Quark S1 runs on $QCOM Snapdragon XR chipset giving Qualcomm another win as AI wearables expand. Its a clear shift toward lighter everyday glasses instead of full-form headsets like the $AAPL Vision Pro or Metas Oculus models"
X Link 2025-11-27T10:47Z 34.4K followers, 9412 engagements

"Be careful which miner you invest in. My money is on $IREN. I like $CIFR too but I dont have a position right now. My preference leans toward operators that control the full stack including the software layer. Thats why $NBIS sits at the top of my list"
X Link 2025-11-27T16:09Z 34.3K followers, 79.5K engagements

"Globex futures halted. The issue was cited to be a result of datacenter cooling. Long $VRT to anyone who is in. We also need to think about the power chip market. This includes datacenter MOSFET players like $ON introducing vertical GaN silicon. A much better profitability profile than $NVTS and $WOLF and US based which means its eligible for the CHIPS Act. This is why $SITM and $IFX are not as favorable candidates since most of the operations out ex-US. Long US onshoring companies $AMKR in the silicon supply chain. More DD to come growing to be one of my largest positions"
X Link 2025-11-28T08:53Z 34.4K followers, 11.1K engagements

"$NVDA is down as much as XXXX% from its earnings pop to the trough lows last week. I would argue that the massive underperformance of $QQQ and $GOOGL is a temporary setback. I don't think it's manipulation. In fact I don't think the market is manipulated at all but there could be motives from big money in favor of rotation. Nevertheless $META has provided a massive opportunity since the downtrend and is up about XX% from its trough lows at $XXX. What a dispersion in the megacap space"
X Link 2025-11-30T17:11Z 34.4K followers, 29.8K engagements

"$INTC is about to be a double bagger for $NVDA"
X Link 2025-12-01T20:05Z 34.3K followers, 8073 engagements

"$AMZN is pushing their bet on custom ASIC chips for their $126B business. These are much higher margin since its built and designed in house and directly beneficial to LLM training complementing the Inferentia line. Imagine if they announce $MRVL as a codesigner. $XXX easily. Marvell reports this week"
X Link 2025-12-02T16:12Z 34.4K followers, 18.6K engagements

"When you own one of the strongest backend payment platforms in ecommerce you tend to trade at a premium Last quarter their revenue grew XX% to $2.84B with XX% FCF margins. Congrats $SHOP shareholders. I remember in 2024 it traded as low at $XX. Good gravy"
X Link 2025-12-02T17:27Z 34.3K followers, 4680 engagements

"@stocktalkweekly $ON is next"
X Link 2025-12-02T17:32Z 34.4K followers, XXX engagements

"GitLab - Q3 2025 Earnings $GTLB XXXXX -XXXX% AH ✅ Revenue: $244.4M (Est: $239M) +25% YoY ⚪ EPS: $XXXX (Est: $0.10) Additional Metrics: Non-GAAP Gross Margin: XX% +1.1 PPs YoY Non-GAAP Operating Margin: X% +11.9 PPs YoY Operating Cash Flow: $56.1M +89% YoY Free Cash Flow: $45.4M +49% YoY FY26 Guidance: ⚪ Revenue: $1.006B-1.008B (Est: $1.004B) +27% YoY ⚪ EPS: $0.66-0.67 (Est: $0.66) Q4 2025 Guidance: ✅ Revenue: $258M-260M (Est: $256M) ⚪ EPS: $0.12-0.13 (Est: $0.12) Segment Highlights: - RPO: $539.2M +39% YoY - Strong momentum in AI DevSecOps adoption - New AI features launched across Secure and"
X Link 2025-12-02T21:10Z 34.4K followers, 4240 engagements

"American Eagle Outfitters - Q3 2025 Earnings $AEO XXXXX +12.4% AH ✅ Revenue: $1.30B (Est: $1.32B) +5% YoY ✅ EPS: $XXXX (Est: $0.43) +88% YoY Additional Metrics: - Operating Income: $122M +48% YoY - Gross Margin: XXXX% +250 bps YoY - Inventory: Down X% YoY - Digital Revenue: +8% YoY - Store Revenue: +4% YoY Q4 2025 Guidance: ⚪ Revenue: $1.57B-1.60B (Est: $1.55B) +4-6% YoY ⚪ Operating Income: $135M-145M ⚪ FY EPS Guidance: Raised to $1.62-1.64 from prior $1.55-1.60 Segment Highlights: - Aerie Revenue: +12% YoY - American Eagle Revenue: +4% YoY - Store Traffic: +6% YoY - AEO brand margins also"
X Link 2025-12-02T21:27Z 34.3K followers, 3436 engagements

"No idea why but Ill take it. $ON"
X Link 2025-12-03T14:40Z 34.4K followers, 6101 engagements

"Knee deep in $ON and $AMKR"
X Link 2025-12-03T17:22Z 34.4K followers, 3694 engagements

"@TickerTango You know what. I had a chance to invest in Anduril at $29B but decided not to. Using options and investing in liquid markets is much more appealing to me at this moment. Maybe when my net worth is $100M I'll be interested lol"
X Link 2025-12-03T20:04Z 34.3K followers, XX engagements

"Snowflake - Q3 2025 Earnings $SNOW XXXXXX -XXXX% AH ✅ Revenue: $1.18B (Est: $1.32B) ✅ EPS: -$0.05 (Est: $0.43) Additional Metrics: Product Revenue: $1.16B (+29% YoY) Remaining Performance Obligations: $5.2B (+34% YoY) Adjusted Free Cash Flow: $96.5M Q4 2025 Guidance: ⚪ Product Revenue: $1.21-1.22B (Est: $1.3B) ⚪ Adj. Operating Margin: X% ⚪ Adj. Free Cash Flow Margin: XX% FY 2026 Guidance: ⚪ Product Revenue: $4.25B (+29% YoY) ⚪ Adj. Operating Margin: X% ⚪ Adj. FCF Margin: 29%"
X Link 2025-12-03T21:12Z 34.4K followers, 4708 engagements

"UiPath - Q3 2025 Earnings $PATH XXXXX +13.2% AH ✅ Revenue: $392.8M (Est: $387.1M) +16% YoY ✅ EPS: $XXXX (Est: $0.12) Additional Metrics: GAAP Net Income: $12.9M vs $(57.7)M LY GAAP EPS: $XXXX vs $(0.10) LY ARR: $1.513B +22% YoY Net New ARR: $61M +20% YoY Remaining Performance Obligations: $991M +19% YoY Q4 2025 Guidance: ✅Revenue: $397-401M (Est: $397.6M) ARR: $1.564-1.569B Non-GAAP Operating Income: $78-82M Full-Year FY2026 Guidance: ⚪ Revenue: $1.53-1.534B (Est: $1.53B) ARR: $1.564-1.569B +22% YoY Non-GAAP Operating Income: $276-280M"
X Link 2025-12-03T21:21Z 34.4K followers, 38.6K engagements

"Metaverse to $X but META to $1000 LIVE at 2PM EST Today @WOLF_Financial Link in the reply below 👇 Is Zucks Ditching the Metaverse $META Earnings Recap $PATH $SNOW $CRM Santa Clause is COMING $SPY $QQQ Sports Picks: Lions or Cowboys"
X Link 2025-12-04T16:47Z 34.3K followers, 5632 engagements

"@SixSigmaCapital $ON still attractive"
X Link 2025-12-04T21:51Z 34.4K followers, XXX engagements

"GOOD GAWD $RBRK"
X Link 2025-12-05T14:55Z 34.3K followers, 6159 engagements

"$MSFT Maia ASIC chips are designed by $MRVL. Today there was news that they are in talks with $AVGO to switch. We don't know if this is fact or not but the stock went from $100+ down X% AH. On top of that they were not added tot he S&P XXX today $SPX. Not looking too much into this but noticable. No position"
X Link 2025-12-06T00:28Z 34.3K followers, 6145 engagements

"@QualityInvest5 I owned $BKNG at $3300 and sold at $4500. Great company but I am trying to compound higher"
X Link 2025-12-06T22:20Z 34.3K followers, XXX engagements

"Ok late night question for the 2PM EST Solid Report tomorrow. Do we want to talk football for a segment American football Dont worry were going to discuss $ORCL $ADBE and $ZETA. Be sure to catch it live on @WOLF_Financial YT"
X Link 2025-12-08T06:10Z 34.3K followers, 3821 engagements

"THE SOLID REPORT: LIVE AT 2:15 PM EST YouTube Link in Reply New Kid on the Block $ZETA $TTD IBM on an Acquisition Spree $IBM $HCP $CFLT FOMC is COMING $SPY $QQQ Oracle and Adobe $ORCL $ADBE"
X Link 2025-12-08T19:09Z 34.3K followers, 4352 engagements

"THE SOLID REPORT: LIVE AT 2:15 PM EST New Kid on the Block $ZETA $TTD IBM on an Acquisition Spree $IBM $HCP $CFLT FOMC is COMING $SPY $QQQ Oracle and Adobe $ORCL $ADBE"
X Link 2025-12-08T19:09Z 34.3K followers, 15.6K engagements

"@WOLF_Financial Also live on YouTube $ZETA $CFLT"
X Link 2025-12-08T19:18Z 34.4K followers, XXX engagements

"@Axa_Amit Last Thursday"
X Link 2025-12-08T20:28Z 34.3K followers, XX engagements

"OPPENHEIMER FORECASTS XX% UPSIDE ON $SPY IN 2026 That's right. $SPX 8100. Tell me you're bullish without telling me you're bullish"
X Link 2025-12-08T20:33Z 34.4K followers, 4223 engagements

"$SOFI completed its $1.5B offering today at $XXXXX per share"
X Link 2025-12-08T22:36Z 34.3K followers, 39K engagements

"@QualityInvest5 More gains than $ADBE made in a decade"
X Link 2025-12-09T05:59Z 34.3K followers, XXX engagements

"Is 2026 going to be a year for the S&P XXX Only $GOOGL and $NVDA are beating $SPY YTD. Meanwhile profitable small and mid-cap companies have bounced considerably since the November lows"
X Link 2025-12-09T17:48Z 34.4K followers, 3102 engagements

"@Mr_Derivatives Sht talking game on"
X Link 2025-12-09T22:03Z 34.4K followers, XXX engagements

"@MikeSchiemer @WOLF_Financial @WOLF_TradingX @WOLF_Bitcoin_ @WOLF_Crypto_X @GavBlaxberg @StockMKTNewz @EmpMaximiliano @stocksnipa @stocktalkweekly @StockSavvyShay @StocksOnSpaces @cadebergman Ayyyy"
X Link 2025-12-10T18:21Z 34.4K followers, XX engagements

"The Solid Report & Market Close Thur Dec XX @ 3:55 PM EST Broadcom and Costco Print $AVGO $COST Macro Thursday $ORCL $NVDA FOMC Comeback $SPY $QQQ"
X Link 2025-12-11T20:01Z 34.4K followers, 8004 engagements

"$META and $PATH calls today 🤝"
X Link 2025-12-04T14:36Z 34.4K followers, 18.6K engagements

"$PL IS UP OVER XX% AH"
X Link 2025-12-10T21:37Z 34.4K followers, 3799 engagements

"Again. Sundar should be on the Time Magazine cover. This is insane. $GOOGL"
X Link 2025-12-11T14:21Z 34.4K followers, 22.5K engagements

"AFTER HOURS FROM $AVGO +3.28% AH MOVES Crazy report. Everything is moving AH. $SPY XXXXXX +0.18% $QQQ XXXXXX +0.39% $AMKR XXXXX +0.77% $SOXX XXXXXX +0.47% $GOOGL XXXXXX +0.69% $NBIS XXXXX +0.62% $IREN XXXXX +0.80%"
X Link 2025-12-11T21:40Z 34.4K followers, 6300 engagements

"$SPX MOST EXPENSIVE STOCKS $PLTR Palantir $TSLA Tesla $INTC Intel $LYV Live Nation Entertainment $CCI Crown Castle $VTR Ventas $CRWD CrowdStrike $AXON Axon Enterprise $CSGP CoStar Group $ARE Alexandria Real Estate Equities Very surprised to see some in this list. But if Crown Castle can be here so can $ASTS in the future"
X Link 2025-08-22T13:03Z 34.4K followers, 4043 engagements

"Arista Networks - Q2 2026 Earnings $ANET XXXXXX -XXXX% AH ✅ Revenue: $2.31B (Est: $2.26B) +27.5% YoY ✅ EPS: $XXXX (Est: $0.69) Additional Metrics: Gross Margin: XXXX% Operating Margin: XXXX% GAAP Net Income: $911M Non-GAAP Net Income: $941M Non-GAAP Operating Income: $1.01B GAAP EPS: $XXXX Non-GAAP EPS Growth: +13.1% YoY Q3 2026 Guidance: ⚪ Revenue: $2.30-2.40B (Est: $2.36B) ⚪ Gross Margin: 61-63% ⚪ Operating Margin: 44-46%"
X Link 2025-11-04T21:23Z 34.4K followers, 5944 engagements

"TeraWulf - Q3 FY2025 Earnings $WULF XXXXX -XXXX% AH ❌ Revenue: $50.6M (Est: $50.87M) ❌ EPS: -$1.13 (Est. -$0.04) Additional Metrics: - Adjusted EBITDA: $18.1M - HPC Lease Revenue: $7.2M (first quarter of recognition) - Digital Asset Revenue: $43.4M (+60.2% YoY) Strategic & Financial Highlights: - Signed X Fluidstack HPC leases worth $6.7B backed by $3.2B in Google credit enhancement - Formed Abernathy JV with Fluidstack and Google 25-year lease for 240600 MW site with $1.3B in Google credit support - Targets 250-500 MW of new HPC signings annually"
X Link 2025-11-10T21:14Z 34.4K followers, 5074 engagements

"Pure Storage - Q3 2025 Earnings $PSTG XXXXX -XXXX% AH ✅ Revenue: $762.8M (Est: $957M) +16% YoY ✅ EPS: $XXXX (Est: $0.45) Additional Metrics: - Subscription ARR: $1.51B +25% YoY - Operating Margin: XXXX% +2.1 pp YoY - FCF Margin: XXXX% +2.6 pp YoY Q4 2025 Guidance: ❌ Revenue: $910M (Est: $962.5M) ⚪ EPS: $0.48-0.56 FY2026 Guidance: ✅ Revenue: $2.91B (Raised from $2.82B Est: $2.90B) ⚪ EPS: $1.31-1.39 Segment Highlights: - Continued growth in Evergreen One and subscription services - GAAP net income improved to $75M vs $58M YoY - Cash & short-term investments: $1.6B - Share repurchase of $250M"
X Link 2025-12-02T21:21Z 34.4K followers, 3521 engagements

"If anyone uses this as evidence of a bottom for $IREN Looks better above $XX right now all I see are lower lows and lower highs. Risk management averaging down with leaps"
X Link 2025-12-03T00:54Z 34.4K followers, 40.3K engagements

"Three really big earnings to look forward to today. And two are arguably at an attractive valuations. $PATH $CRM $SNOW X. UI Path The company is finally shifting from slow-growth RPA into revenue tied directly to Agentic AI adoption. If ARR growth re-accelerates and customers begin consuming Maestro and Agent Builder at scale the market will likely re-rate the stock as a true AI platform rather than a legacy automation tool. X. Salesforce We need double digit revenue again and scaling from organic revenue. If management pairs that with another quarter of 30%+ margins and visible AI-attached"
X Link 2025-12-03T18:27Z 34.4K followers, 7230 engagements

"$PATH calls"
X Link 2025-12-03T21:28Z 34.4K followers, 16.9K engagements

"$PATH REPORTED FY2026 Q3 EARNINGS AND IS UP XX% AH Conference call has started. See the replies below for live commentary and notes"
X Link 2025-12-03T22:03Z 34.4K followers, 14.8K engagements

"My fundamental thoughts on $PATH. More on $ORCL and $ADBE on tomorrows stream 2PM EST"
X Link 2025-12-07T23:34Z 34.4K followers, 19.7K engagements

"Robinhood announced entry into Indonesia with the acquisition of Buana Capital Sekuritas and licensed crypto trader Pedagang Aset Kripto. Indonesia is one of the largest and fastest-growing crypto markets in the world making this a major expansion play. $HOOD is up XXXX% overnight as investors react to the news"
X Link 2025-12-08T01:38Z 34.4K followers, 12.3K engagements

"$ALAB is down XXXX% AH"
X Link 2025-12-08T22:17Z 34.4K followers, 11.8K engagements

"YOUTUBE: Does China Want NVDA Chips"
X Link 2025-12-09T19:42Z 34.4K followers, 2638 engagements

"@SixSigmaCapital @QualityInvest5 $CRM has inorganic growth lower margins $PYPL is losing on its take rate $ADBE is growing revenue at 10%+ expending margins buying back about 1-3% of the float every year. Get outta here lol"
X Link 2025-12-10T22:21Z 34.4K followers, XXX engagements

"@JuanRodrig07 @On3sports @DanWetzel Ngl some games I watched lately are better than NFL COUGH Chargers vs Eagles"
X Link 2025-12-11T14:19Z 34.4K followers, XX engagements

"Peter Thiel sold all of his $NVDA and $VST and then unloaded most of his $TSLA stake last quarter. Now hes trimming again this time selling half of his position in $BMNR. It really begs the question what is he doing with all of this cash and more importantly why"
X Link 2025-11-17T00:16Z 34.4K followers, 60.6K engagements

"$BMNR $ETH heading into the liquidity print tomorrow"
X Link 2025-12-09T16:46Z 34.4K followers, 10.4K engagements

"$TMQ INTERIOR SECRETARY ANNOUNCES US INVESTMENT IN TRILOGY METALS Stock was up as much as XXX% AH"
X Link 2025-10-06T20:32Z 34.4K followers, 24K engagements

"DATABRICKS RAISES SALES GUIDANCE AND WILL COMPLETE A $5B ROUND FOR A $134B VALUATION $SNOW is at $85.1B Clickhouse is at $6.4B Long $NBIS. They own XX% of Clickhouse"
X Link 2025-11-30T19:14Z 34.4K followers, 47.7K engagements

"@Nichola30641241 @QualityInvest5 They just acquired $HCP. I wonder if they would do another"
X Link 2025-12-08T03:29Z 34.4K followers, XXX engagements

"$IBM will buy $CFLT for about XXXXX per share. That is XX% upside from here. Congrats Confluent shareholders IBM recently purchased $HCP. Now becoming a centralized infrastructure and data streaming platform"
X Link 2025-12-08T03:33Z 34.4K followers, 9100 engagements

"China is reportedly setting limits to access the H200 chips. They want them. They know they do. $NVDA is reversed its AH games yesterday and now red on the day"
X Link 2025-12-09T15:02Z 34.4K followers, 9776 engagements

"Does China Want NVDA Chips The Solid Report LIVE IN XX MINUTES ON WOLF YT Approved for Selling H200 to China $NVDA $AMD Is 2026 the Year for S&P XXX $SPY $IWM Fed Will Cut Tomorrow $TLT Portfolio Consolidation into EOY $AMKR $ZETA $PATH"
X Link 2025-12-09T19:08Z 34.4K followers, 3604 engagements

"WE ARE LIVE YouTube Link Below"
X Link 2025-12-09T19:42Z 34.4K followers, 4846 engagements

"Name a stock that will do this next week"
X Link 2025-08-30T19:53Z 34.4K followers, 576.7K engagements

"$GOOGL WAYMO TO INTEGRATE AUTONOMY INTO PUBLIC TRANSPORTATION This is insane Starting in Chandler AZ Waymo has partnered with $VIA to roll out autonomous vehicles into public transit"
X Link 2025-09-18T12:27Z 34.4K followers, 3582 engagements

"Does anyone elses portfolio look like this right now"
X Link 2025-11-10T01:15Z 34.4K followers, 249.6K engagements

"To people who are selling $GOOGL to buy $META. Why"
X Link 2025-11-24T20:56Z 34.4K followers, 198.8K engagements

"Whenever I travel to Europe there are always an obscene amount of $NIO $BYDDF and $XPEV EVs around way more than $TSLA. That along with the boom in BEVs and PHEVs is what caused the major shift in the chart below"
X Link 2025-11-30T00:35Z 34.4K followers, 15.1K engagements

"Is $NVDA a buy"
X Link 2025-11-30T17:23Z 34.4K followers, 27.4K engagements

"Salesforce - Q3 FY2025 Earnings $CRM XXXXXX +5.38% AH ✅ Revenue: $8.72B (Est: $8.71B) +9% YoY ✅ EPS: $XXXX (Est: $2.06) Additional Metrics: - Operating Margin: XXXX% (GAAP) XXXX% (non-GAAP) - Subscription and Support Revenue: $8.17B +11% YoY - Remaining Performance Obligation (RPO): $25.5B +14% YoY - Current RPO: $13.5B +10% YoY - Free Cash Flow: $928M +108% YoY Q4 FY2025 Guidance: ⚪ Revenue: $9.18B-9.23B (Est: $9.22B) +10% YoY ⚪ EPS: $2.25-2.26 (Est: $2.18) FY2025 Guidance: ⚪ Revenue: $34.75B-34.80B (Est: $34.78B) +11% YoY ⚪ EPS: $8.18-8.19 (Est: $8.10) ⚪ Operating Margin (non-GAAP): XXXX% ⚪"
X Link 2025-12-03T21:08Z 34.4K followers, 2800 engagements

"Today is a great day to not short $META"
X Link 2025-12-05T17:24Z 34.4K followers, 4943 engagements

"MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best risk-reward setups in the space. Free Cash Flow Margins $ZETA XX% $CRM XX% $ADBE XX% $HUBS XX% $BRZE X% $KVYO 15%"
X Link 2025-12-06T19:13Z 34.4K followers, 18.6K engagements

"EARNINGS COMING IN THE NEXT FEW MINUTES $SARO $SURG $AEMD $RRGB $DLO $ELVA $ALVO $COHR $ASM $CSCO $EQX"
X Link 2025-08-13T20:04Z 34.4K followers, 4473 engagements

"The market is DEF sniffing some big rates cuts when these players run like this. $OPEN $RKT $UWMC"
X Link 2025-09-05T13:39Z 34.4K followers, 3125 engagements

"Cisco - Q1 FY2026 $CSCO XXXXX +4.8% AH ✅ Revenue: $14.9B (Est: $14.8B) +8% YoY ✅ EPS: $XXXX (Est: $0.91) Additional Metrics: - GAAP EPS: $XXXX - GAAP Net Income: $2.86B - Non-GAAP Net Income: $4.01B - Operating Cash Flow: $3.2B - Gross Margin: XXXX% (Non-GAAP) XXXX% (GAAP) - Operating Margin: XXXX% (Non-GAAP) XXXX% (GAAP) Segment Highlights: - Networking Revenue: $7.77B +15% YoY - Security: $1.98B X% YoY - Collaboration: $1.06B X% YoY - Observability: $274M +6% YoY - Services: $3.81B +2% YoY Strategic Updates: - AI Infrastructure orders from hyperscalers totaled $1.3B - Campus networking"
X Link 2025-11-12T21:30Z 34.4K followers, 12.9K engagements

"Cracks Under the Hood $FI $VG $CRWV"
X Link 2025-11-13T05:46Z 34.4K followers, 9711 engagements

"Veeva Systems - Q3 FY2026 Earnings $VEEV XXXXXX -XXXX% AH ✅ Revenue: $812M (Est: $811M) +10% YoY ✅ EPS: $XXXX (Est: $1.29) +14% YoY Additional Metrics: - Subscription Services Revenue: $661M +17% YoY - Services Revenue: $150M -XX% YoY - Operating Income: $221M +37% YoY - Operating Margin: XXXX% +530bps YoY - Free Cash Flow: $345M +105% YoY - RPO: $4.6B +10% YoY Q4 FY2026 Guidance: Revenue: $832M-$834M (Est: $832M) EPS: $1.41-$1.42 (Est: $1.38) FY2026 Guidance: Revenue: $3.3B (Est: $3.3B) EPS: $XXXX (Est: $5.54)"
X Link 2025-11-20T21:49Z 34.4K followers, 4460 engagements

"$SNDK WILL BE ADDED TO THE S&P XXX $SPY will include Sandisk and replace $IPG this Friday. The stock is up XX% AH"
X Link 2025-11-24T22:27Z 34.4K followers, 6533 engagements

"$CRDO is up XX% AH showing continued momentum in the chip supply chain"
X Link 2025-12-01T21:11Z 34.4K followers, 4832 engagements

"$JPM forecasts 2026 EPS growth for the Mag7 to surpass 20%. Thats insane"
X Link 2025-12-02T10:57Z 34.4K followers, 19.2K engagements

"Big move on $LEU this morning. Did you buy the pivot"
X Link 2025-12-02T15:06Z 34.4K followers, 4005 engagements

"The Zucks did it. He is cutting Metaverse spending by PRECISELY XX% $META MONSTER MOVE"
X Link 2025-12-04T14:16Z 34.4K followers, 7195 engagements

"Will $ORCL go up or down after earnings"
X Link 2025-12-06T17:44Z 34.4K followers, 20.2K engagements

"This is the FCF vs revenue snapshot for $ZETA as of today. With the newly raised guide we could be looking at eight strong quarters of execution heading into 2028. Opportunities like this show up more often than people think especially when retail attention is still relatively muted. Make sure to check out this mornings space with the quants"
X Link 2025-12-06T18:25Z 34.4K followers, 11.6K engagements

"$RBRK was down as much as X% after hours. No clear catalyst yet but if I had to guess its probably tied to an upcoming offering"
X Link 2025-12-08T21:15Z 34.4K followers, 20K engagements

"President Trump told President Xi Jinping that the U.S. will allow $NVDA to sell H200 chips to China. $AMD and $INTC will be allowed to sell chips to China as well. The agreement includes XX% of sales being paid to the U.S. government"
X Link 2025-12-08T21:38Z 34.4K followers, 25K engagements

"SpaceX is considering an IPO at $1.5T $RKLB is up on the news"
X Link 2025-12-09T20:42Z 34.4K followers, 24.6K engagements

"$BRZE IS UP X% AH AFTER A TRIPLE BEAT Guiding for XX% growth in FY2026 FCF Margins at 9.3%"
X Link 2025-12-09T21:17Z 34.4K followers, 9544 engagements

"GE VERNOVA RAISES 2028 REVENUE OUTLOOK TO $52B AND AUTHORIZES A $10B BUYBACK $GEV is up X% AH. This stock does not stop going up"
X Link 2025-12-09T21:24Z 34.4K followers, 11.3K engagements

"THE SOLID REPORT: LIVE EARNINGS Today at 3:50 PM EST Wolf YouTube Link in Reply 👇 Oracle and Adobe Earnings $ORCL $ADBE Powell: Santa is Coming for Your Ports $SPY $QQQ Digging Into Earnings PhotronicsCraziness XX% $PLAB"
X Link 2025-12-10T20:25Z 34.4K followers, 3086 engagements

"You know the market is bullish when $PYPL is green"
X Link 2025-12-10T20:26Z 34.4K followers, 4065 engagements

"Planet - Q3 FY2026 Earnings $PL XXXXX +9.24% AH ✅ Revenue: $73.75M (Est: $72M) +9.8% YoY ✅ EPS: $XXXX (Est: $0.05) Additional Metrics: - Gross Margin: XX% - Ending Customer Count: 1005 +16% YoY - Net Dollar Retention: XXX% - Total Backlog: $183.7M +24% YoY - Adj. EBITDA: $6.7M vs $(3.5)M LY Q4 FY2026 Guidance: ⚪ Revenue: $76-$79M (Est: $77.6M) ⚪ Adj. EBITDA: $2-$5M FY2026 Guidance: ⚪ Revenue: $220-$223M (Raised from $216-$223M) ⚪ Adj. EBITDA: $7-$10M (Raised from $0-$8M) Segment Highlights: - Government revenue grew XX% YoY - Commercial revenue increased X% YoY - Strong demand in strategic"
X Link 2025-12-10T21:11Z 34.4K followers, 5344 engagements

"Adobe - Q4 FY2025 Earnings $ADBE XXXXXX +0.68% AH ✅ Revenue: $6.19B (Est: $6.11B) +12% YoY ✅ EPS: $5:50 (Est: $4.99) +17% YoY Additional Metrics: Digital Media revenue: $3.83B +13% YoY Creative revenue: $2.93B +11% YoY Document Cloud revenue: $897M +19% YoY Digital Experience revenue: $1.31B +11% YoY Remaining Performance Obligations: $17.88B +10% YoY FY2025 Guidance: ⚪ Revenue: $23.77B +10% YoY ⚪ EPS: $XXXXX GAAP $XXXXX Non-GAAP FY2026 Guidance: ⚪ Revenue: $24.5-24.7B (Est: $25.23B) ⚪ EPS: $15.30-15.60 GAAP $18.00-18.20 Non-GAAP ⚪ Digital Media net new ARR: $1.95B"
X Link 2025-12-10T21:31Z 34.4K followers, 6652 engagements

"$ADBE has TTM FCF Margins at XXXX% and Operating Margins at XXXX% Broken stock or broken business This should be a $400+ stock"
X Link 2025-12-10T22:02Z 34.4K followers, 5602 engagements

"Dear Larry Please dont ruin this for for the rest of us. $ORCL"
X Link 2025-12-10T22:52Z 34.4K followers, 95.1K engagements

"Didnt catch the $ADBE earnings My boy Aria summarizes ALL of the highlights from the quarter. This is not the new $PYPL. In my opinion Adobe is NOT being disrupted by AI. They are seeing MASSIVE adoption for a lot of their AI competitive products. Aria provides it all to you in his YouTube video. Subscribe to his channel. Tons of great content P.S. didnt mean to knock on shareholders of PayPal. Great business but Fraudobe nicknames are not allowed 🚫"
X Link 2025-12-11T02:05Z 34.4K followers, 10.9K engagements

"$ADBE YouTube @QualityInvest5 ty"
X Link 2025-12-11T02:15Z 34.4K followers, 3622 engagements

"In all seriousness I see rotation and broadening out. $IWM outperforming $SPY The market is telling you something"
X Link 2025-12-11T03:36Z 34.4K followers, 10.2K engagements

"You would think theyd have the CEO of the company that created the best LLM in the world. Right $GOOGL"
X Link 2025-12-11T13:41Z 34.4K followers, 6379 engagements

"Merry $COST Earnings for those who celebrate"
X Link 2025-12-11T13:49Z 34.4K followers, 3934 engagements

"$RIVN is developing its own AI chip and I dont see this as bearish for $NVDA. Wall Street already expects some share loss yet still models NVIDIA at XX% plus in a multi trillion dollar TAM. Its still a big deal for EVs especially with $TSLA pushing AI6 and AI7. Early signs suggest Samsung could be the fab partner but well see"
X Link 2025-12-11T17:20Z 34.4K followers, 3555 engagements

"Incredible year so far. And concentrated in companies that are still cheap or at attractive valuations today $ON $AMKR $ADBE $AMZN $MELI $RBRK $ZETA $PATH $META"
X Link 2025-12-11T18:26Z 34.4K followers, 8624 engagements

"$GOOGL The smartest generally available model in the world"
X Link 2025-12-11T18:40Z 34.4K followers, 948K engagements

"THE SOLID REPORT 🤝 MARKET CLOSE Live in X HOUR with Amit Kris and Steve the Milk Man LINK IN REPLY 👇 Broadcom and Costco Print $AVGO $COST Macro Thursday $ORCL $NVDA FOMC Comeback $SPY $QQQ"
X Link 2025-12-11T20:01Z 34.4K followers, 4974 engagements

"Broadcom - Q4 2025 Earnings $AVGO XXXXXX +2.35% AH ✅ Revenue: $18.02B (Est: $17.48B) +28% YoY ✅ EPS: $XXXX (Est: $1.72) Additional Metrics: - Revenue beat by XXXX% - EPS beat by XXXXX% - Dividend increased XX% to $5.25/share - FY2025 Revenue: $51.1B (+38% YoY) - FY2025 Net Income: $15.1B (+61% YoY) FY2026 Guidance: ⚪ Revenue: $52.3B ⚪ Adjusted EBITDA: $30B ⚪ CapEx: $1.5B Segment Highlights: - Semiconductor revenue: $7.4B (+4% YoY) - Infrastructure software revenue: $10.6B (+27% QoQ from VMware inclusion) Strategic Updates: - Completed $69B VMware acquisition - Synergies from VMware expected"
X Link 2025-12-11T21:30Z 34.4K followers, 8639 engagements

"Fam just went from eating Sushi tonight to $COST hot dogs. Thank goodness they didnt raise prices. $AVGO"
X Link 2025-12-11T23:21Z 34.4K followers, 4442 engagements

"YOUTUBE: $AVGO reverses a X% gain to a -X% drop $NVDA is still bullish $COST $LULU earnings"
X Link 2025-12-11T23:57Z 34.4K followers, 3351 engagements