@smilex_ms6868 Avatar @smilex_ms6868 smilex & Tradinvest

smilex & Tradinvest posts on X about ai, strong, growth, flow the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 70% finance 43% technology brands 19% cryptocurrencies 4% exchanges 3% countries 3% currencies 3% automotive brands 3% financial services 1% fashion brands 1%

Social topic influence ai 52%, strong 20%, growth 16%, flow 13%, cash flow 12%, q4 #73, eps 9%, key 9%, in the 8%, core 8%

Top accounts mentioned or mentioned by @smilexms6868 @stocksavvyshay @billackman @equiseia

Top assets mentioned Cloudflare, Inc. (NET) Electroneum (ETN) IonQ, Inc. (IONQ) Cisco Systems Inc (CSCO) Tempus AI, Inc. (TEM) Astera Labs, Inc. (ALAB) Rubrik, Inc. (RBRK) Nebius Group N.V. Class A Ordinary Shares (NBIS) Cameco Corporation (CCJ) Vertiv Holdings Co (VRT) Alphabet Inc Class A (GOOGL) Metadium (META) Intuitive Surgical, Inc. (ISRG) Palantir Technologies Inc. (PLTR) Now Coin (NOW) Tesla, Inc. (TSLA) Arm Holdings plc (ARM) Bloom Energy Corporation (BE) Centrus Energy Corp. (LEU) Mario Coin (COIN) Applied Digital Corp. (APLD) Axon Enterprise, Inc. (AXON) Intel Corporation (INTC)

Top Social Posts

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

"🚨 QUANTUM Norges Bank ($2T AUM) is increasing exposure to the quant sector and thats not a negligible signal. $200M position in $IONQ new positions in $RGTI and $QBTS more modalities more potential winners According to Wedbush this could mark the beginning of active institutional managers entering the quant space which has so far been driven primarily by retail and ETFs. Position sizes are still small but smart money validation of the sector is key. If the trend continues quant could move from a niche story to a more serious capital allocation. This is not investment advice."
X Link 2026-02-11T17:27Z [---] followers, [----] engagements

"$CSCO reports Wednesday after close. Focus: AI infra + Splunk synergies. Consensus: EPS $1.02 (+8.5%) Revenue $15.2B (+8%) Cisco has 100% beat rate over last [--] years estimate revisions mostly up expectations high. Key dilemma: cyclical networking play or secular AI infra/security compounder. Splunk + AI capex cycle can support mid-single digit growth question is where margins remain. KPIs to watch: Orders growth / backlog (AI + networking) AI infra and datacenter revenue Security + Splunk synergies Gross & operating margin trend Product vs services mix Guidance FY (rev + EPS) Capex cycle"
X Link 2026-02-10T16:05Z [---] followers, [---] engagements

"$NBIS reports Thursday before the open. Consensus: EPS -$0.44 revenue $243M. The key story is not the quarter but the confirmation of AI DC capacity monetization and the path to $1B run-rate by the end of [----]. After +127% in one year the market is looking for evidence that capacity growth is translating into stable revenue and backlog. Biggest catalyst: confirmation of [--] GW of connected capacity by [----] and maintaining aggressive growth in 2026+. Key KPIs to watch - Revenue vs. consensus ($243M) - FY revenue guidance ($500$550M midpoint) - [----] run-rate ($900M$1.1B) - DC capacity (MW/GW) &"
X Link 2026-02-11T16:47Z [---] followers, [---] engagements

"$CSCO Q2 results: EPS (non-GAAP) $1.04 beat +$0.02; Revenue $15.35B +9.7% YoY +$230M vs. consensus. Guidance Q3 FY26: Revenue $15.415.6B vs $15.21B consensus; EPS non-GAAP $1.021.04 vs $1.03 consensus. FY26 guidance: Revenue $61.261.7B vs $60.77B consensus; EPS non-GAAP $4.134.17 vs $4.13 consensus. Cisco remains strongly positioned in network infrastructure and AI-driven growth with solid revenue and EPS growth. This is not investment advice. $CSCO reports Wednesday after close. Focus: AI infra + Splunk synergies. Consensus: EPS $1.02 (+8.5%) Revenue $15.2B (+8%) Cisco has 100% beat rate"
X Link 2026-02-11T21:16Z [---] followers, [---] engagements

"RT @smilex_ms6868: $NBIS by results: Q4 revenue of $227.7M (+547% YoY) confirms explosive growth in AI infrastructure ARR already $1.25B ("
X Link 2026-02-12T13:44Z [---] followers, [--] engagements

"RT @smilex_ms6868: $CSCO Q2 results: EPS (non-GAAP) $1.04 beat +$0.02; Revenue $15.35B +9.7% YoY +$230M vs. consensus. Guidance Q3 FY"
X Link 2026-02-11T21:17Z [---] followers, [--] engagements

"$NBIS by results: Q4 revenue of $227.7M (+547% YoY) confirms explosive growth in AI infrastructure ARR already $1.25B (above target) active capacity [---] MW (vs. [---] MW target). The company remains on track to reach 800MW1GW by the end of [----] and 3GW of contracted capacity with expansion of AI cloud platform and new DC projects in the EU. Short term: possible lower returns due to aggressive scaling. Long term: strong capex-led AI buildout growing customer base and multi-year infrastructure cycle. NBIS remains one of the key stories of AI compute capacity in Europe. This is not financial"
X Link 2026-02-12T13:42Z [---] followers, [---] engagements

"RT @StockSavvyShay: One of the best opportunities for growth investors is when a company gets hit with noise that has nothing to do with ho"
X Link 2026-02-12T14:05Z [---] followers, [--] engagements

"RT @smilex_ms6868: $CCJ Results: Strong Year-End. Q4 EPS: C$0.50 (beat +C$0.06) Revenue: C$1.2B (+1.7% YoY beat +C$110M) Cameco beats e"
X Link 2026-02-13T12:33Z [---] followers, [--] engagements

"$TEM why this matters Tempus AI has clinically validated IPS a multimodal AI biomarker that consistently outperforms TMB MSI and PD-L1 in predicting response to immunotherapy (ICI). [--] independent cohorts HR [----] stronger prognostic value Discovery of missed patients (e.g. MSS colorectal cancer HR 0.2) Expanding ICI potential to rare cancers (IPS-high 17% HR 0.26) Key thesis: AI + multimodal data better clinical decisions without additional testing as IPS acts as an adjunct to existing xT/xR tests. This is a transition from sequencing to algorithmic medicine with real clinical utility."
X Link 2026-01-27T13:40Z [---] followers, [----] engagements

"$ARM Q3 ER EPS (non-GAAP): $0.43 (+0.02 beat) Revenue: $1.24 billion (+26.1% YoY beat) Royalties: +27% YoY Armv9 CSS data centers Licensing & other: +25% YoY ACV: +28% YoY to $1.62 billion RPO: 8% YoY (short-term visibility OK long-term to monitor) Q4 FY26 Guidance: Revenue $1.47 billion EPS $0.58 The core of the story remains: AI + DC monetization via higher royalties. RPO slightly down everything else clearly above expectations. $ARM ER at the door (Feb [--] after close) Consensus EPS: $0.41 (+5.1% YoY) Revenue: $1.23 bn (+25.1% YoY) Last [--] years: 100% beat EPS & revenue Revisions (3M): EPS 21"
X Link 2026-02-04T21:13Z [---] followers, [---] engagements

"$BE (Bloom Energy) reports Thursday after the close. Consensus: EPS: $0.30 (YoY 30%) Revenue: $645M (YoY +13%) Sentiment: EPS revisions: [--] / [--] Revenue: [--] / [--] KPIs to watch: Orders & backlog (data center/AI power) Gross margin trend Service revenue mix Guidance [----] (growth + FCF) AI/data-center demand commentary Setup: Market is looking for evidence of stable margins and real AI-power demand. Guidance will be key. This is not financial advice. https://twitter.com/i/web/status/2019367765228859879 https://twitter.com/i/web/status/2019367765228859879"
X Link 2026-02-05T11:09Z [---] followers, [---] engagements

"$BE +13.5% premarket after strong ER. Q4 revenue: 777M (+50% YoY) Adj. EBITDA: 146M (more than [--] QoQ) Oper. margin: 17.1% (8.9% in Q3) OCF Q4: 418M FY25 revenue: 2.02B (record) [----] guidance above consensus: EPS: 1.331.48 (vs 1.12) Revenue: 3.13.3B (vs 2.55B) Gross margin 32% AI data center + C&I demand drives backlog (6B +140% YoY). If margins and FCF trend are confirmed next quarter the narrative shifts from story stock to serious AI-power infra play. Key: backlog execution and maintaining margins amid rapid growth. This is not investment advice. $BE (Bloom Energy) reports Thursday after"
X Link 2026-02-06T14:19Z [---] followers, [---] engagements

"$NET ER Tuesday after close. Consensus: EPS: $0.27 Revenue: $591M (+29% YoY) Cloudflare remains one of the key AI-native internet infra players (edge + security + developer + inference). Market focus: monetization of AI workloads and enterprise adoption no longer just traffic growth. KPIs to watch: RPO & large deal pipeline (enterprise $100k $1M) Net retention rate (NRR) Growth of AI/developer products (Workers AI inference vector DB) Gross margin & operating leverage Guidance FY26 (revenue + FCF trend) Comment on Replicate/AI strategy Network stability after recent outages (reliability"
X Link 2026-02-09T19:53Z [---] followers, [---] engagements

"$ALAB Astera Labs Inc ER Tuesday AMC. AI networking/switching story remains one of the most high-beta AI infra topics. Focus is no longer just growth but sustainability of margins and backlog. Consensus outline: Strong YoY revenue growth High expectations for AI networking demand KPIs to watch: Revenue growth QoQ and YoY (AI networking segment) Gross margin trend (key to prove scaling) Backlog & book-to-bill Customer concentration (hyperscalers) AI switch/ethernet adoption commentary Guidance (next quarter + FY) Capex cycles of hyperscalers FCF trend and operating leverage If backlog +"
X Link 2026-02-09T20:27Z [---] followers, [---] engagements

"$ALAB reports today after market close. Consensus: EPS $0.51 (+38% YoY) Revenue $250M (+77% YoY) 100% beat rate (EPS & revenue) in the last year expectations high. AI infra/networking remains key driver (PCIe/CXL connectivity for hyperscalers). Market will look for confirmation that momentum is not just a one-time spike. Focus before release: AI connectivity demand & hyperscaler capex Backlog / book-to-bill Gross margin trajectory Guidance Q1 + FY Customer concentration Comment on CXL/PCIe adoption Strong beat + guidance upgrade = continuation of AI infra trade."
X Link 2026-02-10T11:34Z [---] followers, [----] engagements

"Infleqtion and NASA join forces for the first orbital mission of a quantum gravity sensor Infleqtion + NASA: first quantum gravity sensor in low orbit (launch target 2030). SPAC merger with Churchill X ($CXXX) is expected to close by the end of Q1 [----] future ticker $INFQ. $CXXX shares +12%. Key highlights: Quantum Gravity Gradiometer Pathfinder: measuring Earths gravity fields from orbit (water ice landmass). Partnership with DOE to optimize power grids with quantum computing. Positioning: quantum sensing + computing + software dual-use (space/infra). Thesis: If SPAC closure + NASA/DOE"
X Link 2026-02-10T15:00Z [---] followers, [--] engagements

"$VRT reports tomorrow before the open AI data-center infra in focus. Consensus: EPS $1.30 (+31% YoY) Revenue $2.89B (+23% YoY) Beat rate: 100% EPS in the last [--] years. Estimate revisions mostly upward expectations very high. Narrative remains: power & cooling for AI data centers = key bottleneck. Market will mainly watch backlog margins and guidance. KPIs to monitor: Orders & backlog growth (AI/DC demand) Organic revenue growth by segment Gross & operating margin trend Book-to-bill Data-center exposure / hyperscaler capex commentary FCF & cash conversion FY guidance (rev EPS margins)"
X Link 2026-02-10T18:43Z [---] followers, [---] engagements

"🚨 $ALAB strong ER AI connectivity story accelerates. EPS: $0.58 (beat) Revenue: $270.6M (+92% YoY beat) FY25: Revenue $852.5M (+115% YoY) Gross margin 76% Non-GAAP operating margin 39% Non-GAAP EPS $1.84 Key: explosive growth in AI server connectivity + hyperscaler demand. Margins remain elite confirming pricing power in data centers. Now the important thing: FY26 guidance backlog / hyperscaler demand sustainability of 70% growth. $ALAB reports today after market close. Consensus: EPS $0.51 (+38% YoY) Revenue $250M (+77% YoY) 100% beat rate (EPS & revenue) in the last year expectations high."
X Link 2026-02-10T21:13Z [---] followers, [---] engagements

"👇 $ALAB strong ER AI connectivity story accelerates. EPS: $0.58 (beat) Revenue: $270.6M (+92% YoY beat) FY25: Revenue $852.5M (+115% YoY) Gross margin 76% Non-GAAP operating margin 39% Non-GAAP EPS $1.84 Key: explosive growth in AI server connectivity + hyperscaler demand. Margins remain elite confirming pricing power in data centers. Now the important thing: FY26 guidance backlog / hyperscaler demand sustainability of 70% growth. $ALAB reports today after market close. Consensus: EPS $0.51 (+38% YoY) Revenue $250M (+77% YoY) 100% beat rate (EPS & revenue) in the last year expectations high."
X Link 2026-02-10T21:14Z [---] followers, [---] engagements

"Cloudflare $NET Q4 Highlights: Adjusted EPS: $0.28 (up $0.01) Revenue: $614.5 million (+33.6% YoY) up $23 million RPO +48% YoY Current RPO +34% YoY Strong Demand Seen Q1 [----] Guidance: Revenue: $620-621M (Above Consensus) Adjusted EPS: $0.23 (Below Estimate $0.25) FY26 Guidance: Revenue: $2.785-2.795B (Above Consensus) Adjusted EPS: $1.11-1.12 (Below Estimate $1.18) Strong Revenue and Backlog Margin/EPS Guidance May Be a Bit Conservative. Market Focus: Sustainability of Growth vs. Profitability Cadence. This is not investment advice. $NET ER Tuesday after close. Consensus: EPS: $0.27 Revenue:"
X Link 2026-02-10T21:26Z [---] followers, [---] engagements

"Cloudflare $NET Q425 Results: Shares up 9% post-release Adj. EPS: $0.28 (beat) GAAP EPS: $0.03 Revenue: $614.5M (+34% YoY) above expectations Demand: Largest ACV deal ever ($42.5M/year) New ACV +50% YoY (fastest since 2021) Guidance: Q126 revenue above consensus EPS slightly below FY26 revenue above consensus Management emphasizes AI/agents as key long-term driver: more agents more code on Workers more demand for security + network services. Topline + pipeline very strong but short-term pressure on EPS guide. This is not investment advice. https://twitter.com/i/web/status/2021337121789743430"
X Link 2026-02-10T21:34Z [---] followers, [----] engagements

"How I see $NET It is edge network + security + compute platform: this reporting is a structurally important quarter. Cloudflare is in a very interesting position: the physical traffic of AI agents and APIs will have to flow over some network layer. If the thesis: AI agents = new internet users is realized then the edge network is a huge long-term opportunity. Very bullish: - ACV explosion - large deals - AI usage narrative materializes - revenue guide above consensus Demand is real not just hype. NET is on its way to becoming an infra compounder. This is not investment advice. Cloudflare $NET"
X Link 2026-02-10T22:00Z [---] followers, [---] engagements

"$VRT Vertiv is one of the most direct ways to play the AI data center build-out cycle with high visibility into growth and FCF. Vertiv is becoming a core AI infrastructure pick-and-shovel: power cooling thermal management. Q4: mixed beat/soft headline but fundamentals very strong. EPS and revenue slightly below expectations but: +23% YoY sales operating profit +27% margins 23.2% FCF explosion ($910M) book-to-bill 2.9x backlog $15B (+109%) orders +252% YoY AI DC demand remains exceptional Guidance 2026: 2729% organic growth EPS $5.976.07 adj. Pipeline and backlog suggest a multi-year infra"
X Link 2026-02-11T11:28Z [---] followers, [---] engagements

"$CLS facts (Thursday): Shares 8% according to Digitimes report Google reportedly expanding TPU L10L11 assembly to Inventec and other Taiwanese manufacturers Celestica previously assembled TPU servers L10 Report speaks of a partial order redirection not necessarily a complete loss of the program No official confirmation Celestica did not respond to a request ➡ This is supply-chain noise / partial redistribution not a confirmed structural loss of business. https://twitter.com/i/web/status/2014370099134685472 https://twitter.com/i/web/status/2014370099134685472"
X Link 2026-01-22T16:10Z [---] followers, [---] engagements

"Energy and physical support as a necessary enabling layer for AI [--]. Electrical infrastructure and grid construction the first bottlenecks Quanta Services $PWR: construction and upgrade of transmission networks connection of data centers. Eaton $ETN: electrical distribution protection and power management. Exelon $EXC: regulated grids and nuclear base in the US. Talen Energy $TLN and Vistra $VST: power generation close to large AI loads. Key thesis: AI investments stop without physical connection to the grid. [--]. Base-load power generation for AI Constellation Energy $CEG: largest nuclear"
X Link 2026-01-22T16:28Z [---] followers, [----] engagements

"Brookfield Renewable Partners $BEP Q4 Earnings Preview (Jan [--] before the open) Consensus: EPS -$0.38 (YoY down) Revenue $1.42 billion (-0.7% YoY). History: 100% EPS beat and 63% revenue beat over the last [--] years. Revisions (3M): EPS 2x up / 2x down Revenue 0x up / 2x down. Focus on release: Cash flow quality contract indexation capital discipline and comments on refinancing in a higher interest rate environment. https://twitter.com/i/web/status/2016943129333538878 https://twitter.com/i/web/status/2016943129333538878"
X Link 2026-01-29T18:34Z [---] followers, [--] engagements

"$LEU ER Tuesday after close (Feb 10). Consensus: EPS: [----] (-49% YoY) Revenue: 147M (-3% YoY) Revisions for the last 3m: EPS revenue slightly expectations are stabilizing. Beat rate: 75% EPS / 50% revenue. Narrative: nuclear supply chain + HALEU + US energy security. Market will look forward (contracts/backlog) not back (YoY decline). KPIs to monitor: HALEU contracts & pipeline (DOE SMR projects) Backlog and long-term supply contracts Margins (SWU pricing fuel mix) Capex & production capacity Guidance [----] (revenue + EPS) Comment on demand from data center / AI energy If they confirm backlog"
X Link 2026-02-09T18:35Z [---] followers, [----] engagements

"$LEU (Centrus Energy) Q4: GAAP EPS $0.79 ($-0.57 vs. estimate) Revenue $146.2 million (-3.6% YoY slightly lagging). Short-term noise but thesis remains tied to HALEU demand long-cycle nuclear fuel supply and US enrichment capacity. This is a multi-year story not a quarterly one. This is not investment advice. $LEU ER Tuesday after close (Feb 10). Consensus: EPS: [----] (-49% YoY) Revenue: 147M (-3% YoY) Revisions for the last 3m: EPS revenue slightly expectations are stabilizing. Beat rate: 75% EPS / 50% revenue. Narrative: nuclear supply chain + HALEU + US energy security."
X Link 2026-02-10T22:04Z [---] followers, [---] engagements

"$VRT Q4: mixed beat/soft headline but fundamentals very strong. EPS and revenue slightly below expectations but: +23% YoY sales operating profit +27% margins 23.2% FCF explosion ($910M) book-to-bill 2.9x backlog $15B (+109%) orders +252% YoY AI DC demand remains exceptional Guidance 2026: 2729% organic growth EPS $5.976.07 adj. Pipeline and backlog suggest a multi-year infra cycle for AI power/cooling. Key: it remains to be seen how the backlog is monetized and where the margins are. This is not investment advice. $VRT reports tomorrow before the open AI data-center infra in focus. Consensus:"
X Link 2026-02-11T11:15Z [---] followers, [---] engagements

"$EQIX Q4 results: FFO $8.91 (+$1.68 vs consensus) Revenue $2.42B (+7.1% YoY -$40M vs consensus). [----] Guidance Highlights: - FY Revenue: $1012310223M vs $10.09B consensus - FY Adjusted EBITDA: $51415221M (51% margin) - FY AFFO per share: $41.9342.74 - Q1 Revenue: $24962536M vs $2.47B consensus - Q1 FFO: $12831323M vs $7.38/share consensus Equinix remains a key player in global data infrastructure with revenue and FFO growth and a stable dividend. This is not investment advice. https://twitter.com/i/web/status/2021695924029030460 https://twitter.com/i/web/status/2021695924029030460"
X Link 2026-02-11T21:20Z [---] followers, [---] engagements

"$COIN reports Thursday after market close. Consensus: EPS: $0.99 Revenue: $1.84B (-19% YoY) Estimates have been down over the past [--] months (EPS 1/6 Revenue 2/14) setting a low bar. Q4 was weaker for the crypto sector so the focus will be less on the beat/miss and more on trends in trading volume stablecoin revenue and commentary on the [----] cycle. Likely short-term impact: Dependence on crypto prices and trading volume. Likely long-term view: tokenization stablecoins institutional infrastructure. Key KPIs to Monitor - Trading Volume (retail vs. institutional) - Transaction Revenue -"
X Link 2026-02-11T21:28Z [---] followers, [---] engagements

"$CSCO shows clear AI momentum: record revenue +10% YoY products +14% AI infrastructure orders of 2.1B in the quarter (already on par with full-year FY25). Management targets $5B AI orders in FY26 and $3B AI infrastructure revenue amid dividend hike and higher guidance. Cisco is increasingly positioning itself as a key networking and data infrastructure player for the AI cycle with strong cash flow order growth and a multi-year investment wave ahead. This is not investment advice. https://twitter.com/i/web/status/2021875490567364921 https://twitter.com/i/web/status/2021875490567364921"
X Link 2026-02-12T09:14Z [---] followers, [--] engagements

"$CCJ before results (Friday BMO) Q4 consensus: EPS $0.32 revenue $804M (YoY lower due to delivery timing) but estimate revisions in the last 3M clearly upward. Cameco has exceeded revenue 100% of the time and EPS 75% of the time in the last [--] years. Uranium market remains structurally tight but urgently needed to expand energy supply in the future focus on contracts realized prices and guidance for [----]. Setup: long-term bull case tied to supply discipline and growth in nuclear demand. This is not investment advice. https://twitter.com/i/web/status/2021953590147862888"
X Link 2026-02-12T14:24Z [---] followers, [---] engagements

"👀 AI isn't destroying software; it's destroying the illusion that all SaaS is of equal value. See you in a year and check out this chart"
X Link 2026-02-12T19:29Z [---] followers, [--] engagements

"$CCJ Results: Strong Year-End. Q4 EPS: C$0.50 (beat +C$0.06) Revenue: C$1.2B (+1.7% YoY beat +C$110M) Cameco beats expectations again confirming operational discipline and favorable contracts in a structurally tight uranium market environment. Focus ahead: realized prices long-term contracts and guidance for [----] as the nuclear cycle remains in a multi-year bull trend. This is not investment advice. $CCJ before results (Friday BMO) Q4 consensus: EPS $0.32 revenue $804M (YoY lower due to delivery timing) but estimate revisions in the last 3M clearly upward. Cameco has exceeded revenue 100% of"
X Link 2026-02-13T12:33Z [---] followers, [---] engagements

"AI + stablecoins = new payment layer Coinbase CEO Brian Armstrong sees stablecoins as the default currency for AI agents. Agents already have crypto wallets and automated payments early agent economy use case. After weaker EPS $COIN is up 18% market looks ahead: revenue diversification regulatory shifts stablecoin + AI infrastructure as long-term catalyst Narrative shift: crypto as a financial rail for AI. https://twitter.com/i/web/status/2022399907466744130 https://twitter.com/i/web/status/2022399907466744130"
X Link 2026-02-13T19:58Z [---] followers, [--] engagements

"$AEHR Today PMC Earnings Call 5-Point Checklist 👇 [--] GaN Commercial demand confirmation (POC / pilot / production) + FY26 timeline [--] HBM / Memory Does the existing platform already have customer interest / validation [--] Revenue mix Clear explanation of the transition from SiC to AI / data center applications [--] Backlog Stabilization or improved visibility (even without numbers) [--] FY26 narrative Does management explicitly link GaN + HBM to future growth https://twitter.com/i/web/status/2009179133310288105 https://twitter.com/i/web/status/2009179133310288105"
X Link 2026-01-08T08:23Z [---] followers, [---] engagements

"Applied Digital $APLD Q2 Results (yesterday PMC) EPS (non-GAAP): $0.00 a positive surprise of +$0.21 compared to expectations Revenue: $126.6 million +98.2% YoY and +$45.4 million above consensus Adjusted EBITDA: $20.2 million confirming the transition to operating leverage Key highlights: Very strong revenue growth driven by higher data center occupancy and scaling of HPC/AI infrastructure EBITDA clearly positive reducing financing risk and improving the quality of growth Results confirm APLD's investment thesis as an infrastructure AI/HPC play not just a "crypto" story Conclusion: Q2 report"
X Link 2026-01-08T08:42Z [---] followers, [---] engagements

"$AEHR Q2 FY26 $AEHR reported $9.9M revenue (below expectations) but EPS beat consensus while the story is clearly a temporary one not structurally weak. Key: Sonoma booked $6M early in Q3 for AI CPU/GPU burn-in up to 2000W including a fully automated platform. Management reinstated H2 FY26 guidance ($28M revenue) and said it expects $70M bookings in H2 implying a very strong FY27. This confirms that demand is real and accelerating after the end of the quarter although revenue is still lagging. Don't just look at SiC as Aehr is positioning itself as a critical infrastructure for AI chip"
X Link 2026-01-09T08:37Z [---] followers, [--] engagements

"🚨 $VST & $META Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid"
X Link 2026-01-09T11:07Z [---] followers, [--] engagements

"ClearPoint Neuro $CLPT reports preliminary unaudited Q4 [----] revenue of $10.4 million (+20% YoY). FY2025 revenue estimated at $37 million (above consensus of $36.6 million). FY2026 guidance: $54-60 million supported by organic growth and IRRAflow integration. FY2025 EPS consensus: -$0.83. Q1 [----] revised results. https://twitter.com/i/web/status/2010722397637271606 https://twitter.com/i/web/status/2010722397637271606"
X Link 2026-01-12T14:35Z [---] followers, [---] engagements

"🤜 $IonQ has promoted Leslie Kershaw to an expanded role as CISO. The former Cyber Architecture Manager for the U.S. Space Force (DELTA 6) with extensive national security experience will strengthen IonQs cyber and operational resilience as it scales its quantum infrastructure. A clear message: security reliability and defense standards are key to the future growth of quantum computing. https://twitter.com/i/web/status/2011450342441893915 https://twitter.com/i/web/status/2011450342441893915"
X Link 2026-01-14T14:48Z [---] followers, [---] engagements

"👉 $TSM Earnings Call 5-Point Checklist (Q4) [--] AI revenue share AI/HPC revenue share and sequential growth [--] N3 / N2 utilization yields and demand commentary (Apple AI ASICs) [--] CapEx [----] confirmation or increase based on AI demand [--] Gross margin outlook impact of advanced nodes and pricing power [--] [----] growth narrative whether TSM confirms structural AI acceleration (not cyclical) Bottom line: AI mix + advanced nodes short-term EPS beat/miss. https://twitter.com/i/web/status/2011450801114190136 https://twitter.com/i/web/status/2011450801114190136"
X Link 2026-01-14T14:50Z [---] followers, [---] engagements

"$ISRG fell on [----] procedure growth guide of 13-15% slightly below consensus but fundamentals are very strong. Q4 revenue of $2.87B (+19% YoY) clearly beat expectations and procedures grew +18% with Ion +44% and a record [---] new da Vinci systems in Q4. FY25 revenue of $10.06B (+21%) instruments & accessories +19% confirms that the recurring high-margin part of the business is accelerating. The weaker market reaction is due to expectations not demand deterioration $ISRG remains a structural growth story in healthcare robotics with a multi-year runway through indication expansion and the Ion"
X Link 2026-01-14T18:36Z [---] followers, [--] engagements

"😳Japan Financial Perspective Ahead of Early Elections: Markets Are Not Nervous About Politics But Fiscal Consequences. Fiscal Risk: Promises of Tax Relief and Higher Public Spending Increase Fear of Further Growth of Already Extreme Public Debt. Bonds: JGB Yields Rise Market Demands Premium for Fiscal Indiscipline and Increased Debt Supply. Yen: Expected Fiscal Expansion + BoJs Limited Ability to Tighten = Pressure on Yen and Higher FX Volatility. BoJ Cornered: Higher Yields and Weaker Yen Limit Central Banks Room for Maneuver. Equities: Positive in the Short Term on Stimulus but Sensitive"
X Link 2026-01-19T14:50Z [---] followers, [--] engagements

"🚨📈Silver at a new ATH Is this a continuation of silver's steep climb to $100"
X Link 2026-01-20T08:57Z [---] followers, [--] engagements

"5 Key Reasons to Invest in Software; [--]. Software has become the operational core of companies It is no longer a support function but a critical infrastructure (ERP CRM data security workflow). Replacing these systems is expensive risky and time-consuming which creates high switching costs and stable revenues. [--]. AI enhances the value of the best platforms not displaces them 2024-2025 showed that AI does not destroy SaaS but rewards platforms with proprietary data distribution and integration into workflows. Providers that build AI into the core product win. [--]. Structural productivity growth"
X Link 2026-01-21T16:48Z [---] followers, [---] engagements

"Why invest in software [--]. Software as the operational core of organizations $NOW: Digital workflow OS for the enterprise; extreme switching costs deep process integration. $PLTR: Decision-making operating system over real-time data. $AXON: Software as the backbone of justice and security systems. $RBRK: Data continuity as the existential condition of business. Key thesis: when software becomes a decision-making or operational system it is no longer a discretionary cost. [--]. AI as an amplifier of platforms with proprietary data $PLTR AIP: AI over operational and security data. $TEM: Genomic and"
X Link 2026-01-21T19:56Z [---] followers, [---] engagements

"@StockSavvyShay This is a standard part of the qualification process. Hydrostatic tests are often performed to failure to confirm the safety margin of the design. The key is to ensure there is no collateral damage and production continues. 👍 After a nice correction 📈"
X Link 2026-01-22T10:50Z [---] followers, [---] engagements

"$META The market often underestimates the feedback loop in Metas products meaning that ad revenue and new product revenue will likely grow faster than they are currently trading. Scalability of AI leverage: If AI is integrated into every aspect of the products it is not just a product improvement but an exponential revenue multiplier. And technically it looks great.👇 This is $META The trendline which is respected since Nov [----] Holds here- we go higher. And you look back &call it "Generational Buying Opportunity" https://t.co/FctlpDR5Af This is $META The trendline which is respected since"
X Link 2026-01-22T15:21Z [---] followers, [--] engagements

"$ISRG Q4 Results: EPS (non-GAAP) $2.53 +$0.26 above expectations Revenue $2.87B +19.1% YoY Da Vinci Installed Base: [-----] (+12% YoY) Ion Installed Base: [---] (+24% YoY) Global Procedures +18% YoY Da Vinci +17% Ion +44% Da Vinci Q4 Installs: [---] (of which [---] Da Vinci 5) Ion Q4 Installs: [--] (down YoY) [----] Guidance: Da Vinci Procedures Growth 13-15% (slow vs. 2025) Gross Margin 67-68% (including 1.2% tariff impact) Opex Growth 11-15% ➡ Beat on Results Growth Normalization in [----] Ion remains a key accelerator. https://twitter.com/i/web/status/2014447710393532482"
X Link 2026-01-22T21:18Z [---] followers, [---] engagements

"Why $INTC Intel Makes Sense Despite Everything Intel makes sense today not because it looks cheap but because: [--]. it stands at the intersection of: - sovereign manufacturing - AI infrastructure - system integration [--]. it has political and capital support that goes beyond classic P&L logic [--]. negative sentiment is already priced in positive execution is not yet This is not a stock for patient value investors but for strategic execution watchers. Intel moves to a buy moment when at least [--] of the [--] below are met with #1 being mandatory: ✅ Measurable and sustained yield improvement (MANDATORY)"
X Link 2026-01-23T08:35Z [---] followers, [---] engagements

"🧐 $GOOG / $GOOGL & Sakana AI: Google reportedly joins investors in Japanese startup Sakana AI (Bloomberg report) Series B ($135M) follows valuation $2.6B Google investment amount undisclosed Sakana gets access to Google's core models Goal: strengthen Gemini's presence in Japan and accelerate AI adoption ➡ Strategic move for local AI ecosystem + model distribution not a short-term financial bet. https://twitter.com/i/web/status/2014620470729978178 https://twitter.com/i/web/status/2014620470729978178"
X Link 2026-01-23T08:45Z [---] followers, [---] engagements

"🚨Japanese Bonds / BOJ Today: BOJ kept interest rate at 0.75% as expected. Despite the pause JGB yields remain elevated as BOJ simultaneously acknowledges higher core inflation and signals that policy normalization is still underway. Market reads this as: 👉no immediate hike but bias remains hawkish 👉pressure on bonds implications also for JPY 👉global carry trade. https://twitter.com/i/web/status/2014623612603388036 https://twitter.com/i/web/status/2014623612603388036"
X Link 2026-01-23T08:57Z [---] followers, [--] engagements

"Gold $XAU: A Signal Not an Investment Engine Gold is a non-productive asset no cash flow no substitute for stocks or entrepreneurship. Its strength is not in perfect protection but in a signal of trust. The price increase is not a story about inflation but about how much the markets (dont) trust the system. Less trust higher gold price. In this context a gold price target of around $5400 makes perfect sense. $XAG Silver seems set to continue its journey to around $120. https://twitter.com/i/web/status/2015696103551717487 https://twitter.com/i/web/status/2015696103551717487"
X Link 2026-01-26T07:59Z [---] followers, [--] engagements

"$IONQ $SKYT acquisition IonQ acquires SkyWater for $35/share (cash + shares) total value $1.8 billion Premium: +38% on 30-day VWAP Closing: Q2Q3 [----] SKYT shareholders: 4.46.7% of combined company Strategic: IonQ becomes the only vertically integrated quantum company with access to a trusted US foundry. Goal: accelerated testing of 200k-qubit QPUs by [----] (8k logical qubits). FY25 revenue expected at the high end or above $106110M. https://twitter.com/i/web/status/2015751763052171681 https://twitter.com/i/web/status/2015751763052171681"
X Link 2026-01-26T11:40Z [---] followers, [---] engagements

"The acquisition does not guarantee $IONQ IonQ's success. But it does mean that: IonQ is no longer just betting on theory but on real-world feasibility. In quantum computing the winner will ultimately be the one who: doesn't have the best qubit in the lab but the most repeatable qubit in production. This acquisition is a clear step in that direction. $IONQ $SKYT acquisition IonQ acquires SkyWater for $35/share (cash + shares) total value $1.8 billion Premium: +38% on 30-day VWAP Closing: Q2Q3 [----] SKYT shareholders: 4.46.7% of combined company Strategic: IonQ becomes the only vertically"
X Link 2026-01-26T12:34Z [---] followers, [---] engagements

"$ABCL AbCellera Biologics Inc is an antibody discovery and development engine that's specifically designed to address the barriers of conventional discovery finding the optimal clinical candidate with greater precision and speed getting to the clinic and patients sooner. Great $ABCL post here by Linden. Qualitative analysis is the key here as this doesnt show up in the spreadsheets. I talked about this in my AbCellera thesis article but I like Lindens analysis even better and he had EXPERIENCE in the field His post comes just after Pfizer Great $ABCL post here by Linden. Qualitative analysis"
X Link 2025-02-05T17:15Z [---] followers, [---] engagements

"Illumina Inc. (NASDAQ: ILMN) and Tempus AI Inc. (NASDAQ: TEM) a technology company leading the adoption of AI to advance precision medicine and patient care today announced a collaboration to accelerate clinical adoption of next-generation sequencing tests through novel evidence generation. The collaboration will combine leading Illumina AI technologies with Tempuss comprehensive multimodal data platform to train genomic algorithms and ultimately accelerate clinical adoption of molecular testing for patients."
X Link 2025-04-15T16:28Z [---] followers, [---] engagements

"$AXON Axon Enterprise (AXON) will report third-quarter [----] results today Tuesday November [--] after the market closes. Analysts are expecting earnings per share (EPS) of $1.54 (+6.2% YoY) and revenue of $704.8 million (+29.5% YoY). Over the past two years Axon has consistently beaten both earnings and revenue estimates indicating a solid performance. The stock is currently trading at around $732 well above previous levels representing a premium valuation. This price already undercuts strong performance and leaves little room for disappointment. Revenue estimates have been revised up [--] times"
X Link 2025-11-04T11:58Z [---] followers, [---] engagements

"$HPE Hewlett Packard Enterprise (HPE) will report fourth-quarter results after the market closes on Thursday. Wall Street expects earnings of $0.58 per share on revenue of $9.91 billion up more than 16% year-over-year. The key demand acceleration is coming from the server and networking segments where building out AI infrastructure is driving structurally higher levels of investment for both hyperscalers and fast-growing AI companies. HPE beat consensus in the third quarter but gave a slightly more conservative outlook for the fourth quarter. The company then provided weaker guidance for"
X Link 2025-12-04T09:21Z [---] followers, [---] engagements

"$TEM Tempus AI with a record year 2025: 🧐 Total Contract Value (TCV) $1.1 billion Data and Applications Revenue $316 million (+31% YoY) Insights (data licensing) +38% Net revenue retention 126% [--] biopharmaceutical clients (Pfizer Lilly Novartis Merck ) Strong growth visibility in 2026+. https://twitter.com/i/web/status/2010670957355053561 https://twitter.com/i/web/status/2010670957355053561"
X Link 2026-01-12T11:11Z [---] followers, [---] engagements

"👀Northwestern Medicine and Tempus AI $TEM expand access to genomic testing for cancer patients. Goal: near-universal access to NGS testing even for early-stage cancers. Deeper genomics more personalized therapy Support clinical research and new treatments Tests: DNA/RNA liquid biopsy MRD Strengthening Tempus' leadership in precision oncology. $TEM Tempus AI with a record year 2025: 🧐 Total Contract Value (TCV) $1.1 billion Data and Applications Revenue $316 million (+31% YoY) Insights (data licensing) +38% Net revenue retention 126% [--] biopharmaceutical clients (Pfizer Lilly Novartis Merck"
X Link 2026-01-12T12:11Z [---] followers, [---] engagements

"$ISRG Intuitive Surgical Earnings Reports Q4 Thursday After Close Consensus: EPS $2.27 (+2.7% YoY) Revenue $2.76B (+14.5% YoY) Last [--] years: 100% beat EPS & revenue Revisions: EPS [--] / [--] revenue [--] / [--] Focus: procedural growth systems instruments margins [----] guide ➡ High expectations quality of growth will matter not just beat. Checklist for the report day (what to watch out for) [--]. Procedural growth (KEY DRIVER) Is it staying mid-to-high teens % globally US vs. international (EU/Asia) Mix: general surgery vs. urology/gynecology [--]. Systems installed (da Vinci + Ion) Number of new systems in"
X Link 2026-01-21T15:36Z [---] followers, [---] engagements

"Applied Digital $APLD Expands AI Infrastructure: Latest Delta Forge [--] Campus: [---] MW in the Southern US the first [---] MW facilities on [---] acres. Purpose: Hyperscale AI infrastructure with operational certainty and lasting value for communities. Start of operations: Mid-2027. In other locations: Polaris Forge [--] (400 MW North Dakota) the first [---] MW center launched Q4 [----]. Applied Digital is steadily building AI factories where power cooling and operational efficiency count. https://twitter.com/i/web/status/2014358440643068411 https://twitter.com/i/web/status/2014358440643068411"
X Link 2026-01-22T15:24Z [---] followers, [---] engagements

"$INTC Results (Q4): EPS $0.15 (vs. $0.09 consensus) Revenue $13.67B 4.1% YoY Segments: Client Computing: $8.19B (slightly below expectations) Data Center & AI: $4.74B (above expectations) Foundry: $4.51B Other: $574M Intel 18A: first products launched expansion underway (key milestone) Q1 Guidance: Revenue $11.712.7B (midpoint below consensus) EPS break-even (below expectations) Gross margin 32.3% Supply lowest in Q1 improving in Q2+ ➡ AI/DC stronger client still weak; 18A execution remains key investment variable. https://twitter.com/i/web/status/2014449347870564453"
X Link 2026-01-22T21:25Z [---] followers, [---] engagements

"$SSNLF HBM4 & Nvidia $NVDA Samsung nears Nvidia certification for HBM4 AI memory final phase of qualification after September sample delivery (Bloomberg). HBM4 mass production: February target Key to joining SK Hynix and Micron in NVDA ecosystem (Rubin) AI RAM prices: +50% QoQ on excess demand Market already over-hyping the possibility of Samsung becoming Nvidias third strategic HBM supplier. https://twitter.com/i/web/status/2015691087738765426 https://twitter.com/i/web/status/2015691087738765426"
X Link 2026-01-26T07:39Z [---] followers, [---] engagements

"$TSLA Q4: numbers are in thesis is not automotive Consensus points to $24.8 billion in revenue EPS $0.45 auto gross margin 14.8%. Q4 deliveries 418k (below consensus) -16% YoY. This alone does not solve the story. Market response will not depend on: short-term margins volume fluctuations pricing adjustments. The key is whether Tesla shifts the narrative from OEM to platform: - clear timeline for uncontrolled FSD and real-world safety validation - concrete steps towards scaling robotaxi/Cybercab - progress on Optimus (gen2) production path - signal that AI5 inference is not experimental but"
X Link 2026-01-26T18:56Z [---] followers, [---] engagements

"$NET Why the market is reassessing Cloudflare Cloudflare is moving from CDN/security to AI-ready internet infrastructure. Key growth drivers: 1) Edge + AI inference (Workers AI AI Gateway) TAM expansion 2) Strong growth in large customers and high net retention 3) High gross margins (76-77%) confirm platform scalability 4) Network effect: security performance and AI on one global network Thesis: the market is no longer buying an internet utility but a platform for AI-infrastructure at the edge of the network. This is not investment advice. https://twitter.com/i/web/status/2016147754339180940"
X Link 2026-01-27T13:54Z [---] followers, [---] engagements

"$GEV Q4 Preview GE Vernova reports Jan [--] before the open. Consensus: EPS $3.14 revenue $10.22 billion (-3.2% YoY). Revisions last [--] months: EPS: 4x up / 3x down stable profit picture Revenue: 2x up / 4x down focus will be on margins not growth What to watch out for when announcing 🔹 Free cash flow (FCF) confirms profit quality 🔹 Segment margins (Power / Wind / Grid) is operating leverage materializing 🔹 Orders & backlog signal of demand sustainability 🔹 Comments on capital discipline CAPEX working capital 🔹 [----] guidance mainly margins and FCF not revenue growth Key signal: the market"
X Link 2026-01-27T17:39Z [---] followers, [---] engagements

"@BillAckman The real threat to civilization is not AI. The threat is that we will mismanage it as badly as we did social media only this time the stakes are higher"
X Link 2026-01-27T18:07Z [---] followers, [--] engagements

"$RBRK Rubrik is: cloud-native API-first designed around cyber resilience / ransomware recovery enters the security budget no longer just the IT backup budget. This means: their revenues are now partly substitutes not correlated indicators of market health. I don't see CVLT as a leading indicator for RBRK. I see it as a lagging indicator of the lost position of legacy players. If anything CVLT's weakness is consistent with the thesis that Rubrik: - is taking share - is redefining the category - is moving from a "backup vendor" to a cyber resilience platform."
X Link 2026-01-27T21:04Z [---] followers, 11.5K engagements

"$RBRK / CVLT Short-term correlation long-term competition The market often makes a mistake: it sees two companies labeled backup and punishes or rewards them at the same time However: - short-term price action correlation - structural competitive dynamics If CVLT is bad: this can be a bad signal for legacy spend and at the same time an acceleration of migration to RBRK. This will be reflected in a lag in: - net new ARR - large enterprise wins - dollar-based net retention. $RBRK - over the last few Qtrs Rubrik mgmt explained at length how they are outpacing competition and legacy platforms and"
X Link 2026-01-28T08:24Z [---] followers, [---] engagements

"$RBRK Rubrik's win-vector is not backup Rubrik doesn't win because it's better backup. It wins because: - it sells ransomware recovery time not capacity - it integrates with Zero Trust SIEM identity stack - it enables immutable backups + instant recovery in the cloud. This is why: - CISOs are involved in the decision - deal size is growing - the competition is no longer just CVLT but also having nothing and risking nothing. This puts $RBRK in a higher value tier. How I see it right now (not with a trader mentality): - sentiment is still IPO-contaminated (overhang lock-up mindset) - market"
X Link 2026-01-28T08:41Z [---] followers, [---] engagements

"$META Earnings Focus AMC key points to watch today: ARPU growth is it growing faster than user growth Advertising price Price per ad more than impressions AI CapEx is it leveling off or escalating Free Cash Flow is it positive despite AI investments Margins (Family of Apps) stable/growing despite AI costs Management signal ROI for advertisers and AI monetization https://twitter.com/i/web/status/2016439441703702904 https://twitter.com/i/web/status/2016439441703702904"
X Link 2026-01-28T09:13Z [---] followers, [---] engagements

"$GEV Q4 & Multi-Year Outlook GE Vernova Beats Expectations: EPS $13.39 vs $10.26 Revenue $10.96 bn (+3.8% YoY) Orders $22.2 bn (+65% org.) Free Cash Flow $1.8 bn. 📌 Key Highlights: - $15 billion backlog growth in energy and electrification - $1.2 billion adjusted EBITDA (10.6%) $2.5 billion operating cash flow - [----] forecast: $4445 billion revenue 1113% EBITDA margin $55.5 billion free cash flow - [----] forecast: $56 billion revenue 20% EBITDA margin $24 billion cumulative free cash flow Segments: - Power: high organic growth 22% EBITDA margin - Wind: low double-digit growth 6% EBITDA margin"
X Link 2026-01-28T11:53Z [---] followers, [---] engagements

"$GOOGL Energy Becomes AI Bottleneck Google Joins $425M Series E Funding in Redwood Materials (Battery Materials Energy Storage Recycling). The Signal is Clear: AI and Data Centers Demand Their Own Reliable and Price-Stable Energy. 📌 Why This Matters: Redwood = Vertical Integration: Materials Batteries Storage Grid Google Secures Energy Infrastructure for Data Center Growth Synergy with Recent Acquisition of Intersect ($4.75B) Energy + DC Infrastructure Moving from Compute Bottleneck to Energy Bottleneck Takeaway: Alphabet is not just investing in AI but in the physical layer of the AI"
X Link 2026-01-28T18:56Z [---] followers, [--] engagements

"Microsoft (MSFT) Results Above Consensus: Revenue $81.3 billion (vs. $80.3 billion) EPS $4.14 (vs. $3.63) Cloud revenue $32.9 billion (vs. $32.4 billion) Cloud remains the main growth engine operating leverage is clearly reflected in EPS. Monetization of AI infrastructure is moving from investment phase to profitability phase. $MSFT KPIs to watch today: 1) Azure growth (CC) 2) AI contribution to Azure growth 3) Operating margin stability 4) CapEx guidance vs revenue growth My view: Defensively positive. MSFT is the most bond-like AI play today: stable cash flow + AI option. MSFT does not"
X Link 2026-01-28T21:14Z [---] followers, [---] engagements

"Tesla (TSLA) 4Q earnings mixed picture: Revenue $24.9 billion (vs. $25.11 billion) Operating profit $1.41 billion (vs. $1.32 billion) Adjusted EPS $0.50 (vs. $0.45) Key: Despite a slight revenue miss margin discipline is improving. The market will focus less on vehicles and more on FSD AI roadmap energy and capex priorities. $TSLA KPIs that count today ER AMC: 1) Automotive gross margin ex-credits 2) Free Cash Flow (is it still positive) 3) FSD take-rate / regulatory progress 4) CapEx discipline (is AI eating up core biz) $TSLA KPIs that count today ER AMC: 1) Automotive gross margin"
X Link 2026-01-28T21:16Z [---] followers, [--] engagements

"$NOW is a quality SaaS story with the addition of AI momentum. EPS + revenue beat: short-term positive reaction cRPO + buyback: medium-term growth confirmation AI integration: long-term upside The market should evaluate the quarter positively because there is clear growth + stable cash flow. $NOW Why I'm optimistic about reporting today: 1.) Sustained Subscription Revenue Growth The company has been showing stable double-digit growth for a long time indicating strong demand for workflow & enterprise platforms. Integrating AI into Now Assist potentially increases $NOW Why I'm optimistic about"
X Link 2026-01-28T21:32Z [---] followers, [---] engagements

"Gold and Silver as mentioned a few days ago gold has well exceeded the [----] USD mark per ounce and given the strength this will continue to [----] USD. Silver also shows a lot of strength as it exceeded the [---] USD mark today and will also continue its path towards [---] USD. This is not investment advice. Gold $XAU: A Signal Not an Investment Engine Gold is a non-productive asset no cash flow no substitute for stocks or entrepreneurship. Its strength is not in perfect protection but in a signal of trust. The price increase is not a story about inflation but about how https://t.co/tYsb4Mv9Ij Gold"
X Link 2026-01-29T13:24Z [---] followers, [--] engagements

"$NOW ServiceNow Inc ER - Sales $3.6B vs Est. $3.5B - EPS $0.92 vs Est. $0.89 - cRPO $12.9B -- up 25% YoY - $5B buyback plan authorized NOW business results are good but the market is buying future work not already delayed results. The beat itself didn't change the growth narrative so the stock adjusted downward. The stock fell because: 1.) Beat failed to meet very high expectations 2.) Market wants concrete measurable AI monetization (ballpark $ not just good pipeline signals) 3.) M&A and CapEx are hampering sentiment due to uncertainty around integration and dilution 4.) Anim on high"
X Link 2026-01-29T13:36Z [---] followers, [---] engagements

"How to view today's market developments: It's a classic divergence between: - confirmed micro results - and macro expectations about the cost of capital and global stability. The market is not falling due to a lack of fundamental confirmation of AI growth. The market is falling because the macro framework remains uncertain primarily around: - the duration of high interest rates (Fed) - global tensions and ineffective monetary signals - consumer and investment sentiment distancing growth from risks. https://twitter.com/i/web/status/2016908460714033514"
X Link 2026-01-29T16:17Z [---] followers, [--] engagements

"SoFi $SOFI Q4 Earnings Preview (Jan [--] pre-open) Consensus: EPS $0.11 (+120% YoY) Revenue $982m (+34% YoY). History: 75% EPS beat 100% revenue beat (2 years). Revisions: EPS 5x up revenue 11x up (3 months). Risks: Higher bond yields pressure loan demand; possible lower [----] EBITDA guide due to investments. Positive: Management typically guides conservatively and raises guidance later. Stock 7% below 20D MA volatility likely on release. https://twitter.com/i/web/status/2016939757540921630 https://twitter.com/i/web/status/2016939757540921630"
X Link 2026-01-29T18:21Z [---] followers, [---] engagements

"Chevron $CVX Q4 Highlights EPS (non-GAAP) $1.52 +$0.08 beat Revenue $46.9 billion (-10.3% YoY but above expectations) Operating CF $10.8 billion adjusted FCF $4.2 billion 2025: production +12% global / +16% US (record) Reserve replacement 158% Dividend +4% to $1.78/q Key: Strong cash flow production growth and capital discipline despite lower revenues. https://twitter.com/i/web/status/2017211369364263143 https://twitter.com/i/web/status/2017211369364263143"
X Link 2026-01-30T12:20Z [---] followers, [--] engagements

"Interesting month-end / Market snapshot (Friday): Technology: clear pullback/correction profit taking after strong AI run more pressure on multiples than fundamentals Gold: relative strength signal of erosion of confidence not growth in real productivity Silver: more volatile lagging behind gold industrial component feels cooling expected and necessary decline Oil: stable to slightly higher geopolitical premium + limited supply DXY: stronger dollar tailwind for risk-on and commodities Overall picture: the market is moving from euphoria to selective risk. Not a market flight but a rotation and"
X Link 2026-01-30T12:27Z [---] followers, [--] engagements

"SoFi $SOFI Fundamental Story Accelerating EPS $0.13 (beat) Revenue $1.03 billion (+40% YoY) Record EBITDA $318 million (+60%) operating leverage is working Commissions +53% decreasing dependence on interest rate cycle Members [----] million (+35%) Products [----] million (+37%) platform impact [----] guidance: 30% revenue growth EBITDA margin 34% EPS $0.60 (above consensus) The bottom line: SoFi is transitioning from growth to a scalable high-margin financial platform with increasing recurring revenue. The market is still talking about the cycle the company is already building a post-cycle"
X Link 2026-01-30T12:32Z [---] followers, [---] engagements

"AMD $AMD Q4 pre-release; Tuesday AMC Consensus: EPS $1.32 (+21% YoY) Revenue $9.67 billion (+26% YoY). Thesis remains data center + AI. Key KPIs for ER: Data Center segment growth (EPYC ASP + cloud share) AI GPU revenue visibility 2025-26 (MI355 / MI450 / MI455) Production timeline + customer engagement Gross margin & pricing power commentary Guidance (excl. China / MI308) AMD = data center execution + AI roadmap credibility. https://twitter.com/i/web/status/2018331468238348700 https://twitter.com/i/web/status/2018331468238348700"
X Link 2026-02-02T14:31Z [---] followers, [---] engagements

"$SNOW before ER Snowflake has inked a multi-year $200M deal with OpenAI that brings models (e.g. GPT-5.2) directly into Snowflake Cortex AI. This strengthens SNOW as an enterprise AI data layer AI where the data already lives with security and governance. Why it matters: Accelerates Cortex / AI agent monetization Increases enterprise customer stickiness Moves SNOW higher in the AI value stack (data inference agents) ER KPIs (Feb 25): Product revenue & YoY growth Remaining Performance Obligations (RPO) Cortex AI usage / revenue Gross margin & FCF trend FY26 Guidance (AI contribution) Thesis:"
X Link 2026-02-02T14:43Z [---] followers, [---] engagements

"$ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players for electrification data centers and energy infrastructure. The market will look less at the quarter and more at the visibility of orders + margins. ER control KPIs: Organic revenue growth (Electrical Americas / Global) Orders & backlog (data center + grid) Segment operating margins FCF conversion FY guidance (EPS & organic growth) AI/DC demand commentary Thesis: ETN = long-term electrification winner short-term execution and margin driven not macro driven."
X Link 2026-02-02T16:29Z [---] followers, [---] engagements

"$PLTR Why do I believe this story Because Palantir is not an application but an operational layer where models are executed not just run. This is the difference between: - AI feature - AI execution environment The market still misvalues this difference so framing broader SaaS decline really misses the point. Palantir is: - decision infrastructure Its differentiation is in: - integration into real-world decision flows - accountability (audit governance) - operational feedback loops Palantirs moat is: - cumulative institutional experience - not IP not model not code This is one of the hardest"
X Link 2026-02-02T18:28Z [---] followers, [---] engagements

"Electrification is a key bottleneck for the future of artificial intelligence $ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players for electrification data centers and energy infrastructure. The market will look less at the quarter and more at the visibility of orders + margins. ER control KPIs: Organic https://t.co/RtulEdWXJp $ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players for electrification data centers and energy infrastructure. The market will look less at the quarter and more at the visibility of orders"
X Link 2026-02-02T18:59Z [---] followers, [--] engagements

"$PLTR after ER 📈💪 Palantir reaffirms the thesis: AI as an operational layer not an experiment. Growth is driven by commercial AI contracts a strong demand pipeline and high operational discipline. Key highlights: Acceleration in AIP / commercial segment High revenue visibility and long-term contracts Strong operational leverage AI monetization real cash flow not promises The market still values the story as a cycle. PLTR is increasingly behaving like a platform with a permanent moat. This is not just a good quarter it is a structural confirmation of the thesis"
X Link 2026-02-02T21:17Z [---] followers, [---] engagements

"$ETN by ER Record earnings record margins but market punishes conservative guidance. Highlights: EPS $3.33 consensus segment margins 24.9% (record) Strong orders: electrification +29% backlog (DCs) aviation +16% FCF 2025: $3.6 billion (record) Why are stocks falling [----] EPS guidance below consensus Cautious tone despite structural demand (AI electrification) Fundamentals remain very strong. Reaction is more expectations vs. realization not a deterioration in the thesis. This is not investment advice. $ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players"
X Link 2026-02-03T13:58Z [---] followers, [--] engagements

"$SNOW AI Moves From Experiment to Operational Core Snowflake Launches Semantic View Autopilot An AI Service That Automates Semantic Views and Gives Agents a Single Trustworthy Understanding of Business Metrics. Why This Matters: Eliminates Manual Error-Prone Semantic Modeling Solves a Key Problem for AI Agents: Inconsistent Business Logic Strengthens Trust Governance and Repeatability of AI Results Snowflake Clearly Positions Itself as an Operational AI Platform Not Just a Data Warehouse This is an Infrastructure Step Towards AI That Actually Works in Production. $SNOW before ER Snowflake has"
X Link 2026-02-03T14:41Z [---] followers, [---] engagements

"$ETN Guidance is optically weak not fundamentally [----] EPS midpoint $13.25 consensus $13.52 This is not an actual reduction in expectations it is: - managing expectations on a very full order book Management: - sees strong demand - sees longer lead times - sees customer capex cycles and does not want to commit to an aggressive ramp that the market would then punish if the timeline is delayed. This is conservative not defensive. Backlog + margins = pricing power 29% backlog growth in electricity and margins close to 25% This is a structural advantage not a cyclical spike because: - ETN does"
X Link 2026-02-03T16:18Z [---] followers, [--] engagements

"$ARM ER at the door (Feb [--] after close) Consensus EPS: $0.41 (+5.1% YoY) Revenue: $1.23 bn (+25.1% YoY) Last [--] years: 100% beat EPS & revenue Revisions (3M): EPS [--] / [--] Revenue [--] / [--] The market is clearly signaling confidence. The bar is high the question is not if but how much ARM will beat expectations again. Key KPIs to Monitor Operational Royalty revenue growth (AI data center automotive) Licensing revenue new long-term partnerships Mix: v9 / Neoverse (higher margins AI exposure) Gross margin (sustainability of premium valuation) Growth & demand Total compute shipments (mobile + DC)"
X Link 2026-02-04T07:17Z [---] followers, [---] engagements

"$IREN ER preview (Q2 after market close) Consensus EPS: [-----] USD Consensus Revenue: [-----] million USD Revisions: EPS: [--] / [--] Revenue: [--] / [--] sentiment worsened Whats at stake: High correlation with BTC price and hashprice Energy costs + mining margins Capacity (EH/s) and AI/HPC pivot Cash flow & capex funding Setup: low expectations the move will depend primarily on guidance + AI hosting narrative not so much on EPS itself. This is not financial advice. https://twitter.com/i/web/status/2019355742768181690 https://twitter.com/i/web/status/2019355742768181690"
X Link 2026-02-05T10:21Z [---] followers, [---] engagements

"$TSLA Energy production has become technologically and cost-effectively easier than its long-term storage. This is one of the key constraints of the energy transition. Energy producers can produce surplus energy that they cannot optimally store or transfer to the time of direct consumption within the network users. Therefore we urgently need new generations of battery systems that create the grid. Why are such projects crucial As the share of solar and wind energy increases: - the volatility of production increases - synchronous inertia (from thermal power plants) disappears - the need for"
X Link 2026-02-06T12:16Z [---] followers, [--] engagements

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