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@wallstengine Avatar @wallstengine Wall St Engine

Several major companies have recently reported earnings, including DuPont, Generac, Microsoft, and Alphabet. Microsoft has committed over $XX billion to expand its AI capacity, while Alphabet's Google is rolling out its most powerful AI chip yet, Ironwood. Meanwhile, tech giants like Nvidia and AMD are seeing significant growth, with Nvidia's CEO predicting humanoid robots will be a huge market and AMD's earnings showing a XX% year-over-year revenue increase.

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXXX #

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Social Influence

Social category influence stocks #197 technology brands #1597 finance #567 cryptocurrencies #734 countries #7617 automotive brands #3931 travel destinations XXXX% social networks XXXX% exchanges #2567 celebrities XXXX%

Social topic influence ai #1142, $nvda #27, ceo #124, $googl #312, nvda #5, china #351, business #1375, in 2026 #90, bloomberg #48, googl #7

Top accounts mentioned or mentioned by @william_r2rclub @stockpulsenow @grok @marian_radut @joinyellowbrick @archevaluesx @sergiustrading @askfinvest @tallseller @bbziot @analytica_x @dalyamanagement @drkauhau @stockstormx @accrued_int @abirichardsett @1991wolfpack @irishdrunkdance @madeinborsacom @jespabe

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Metadium (META) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Goldman Sachs (GS) Uber Technologies, Inc. (UBER) Marvell Technology Inc (MRVL) Broadcom, Inc. (AVGO) Tesla, Inc. (TSLA) Paramount Skydance Corporation Class B Common Stock (PSKY) Bullish (BLSH) Mario Coin (COIN) Intel Corporation (INTC) Advanced Micro Devices (AMD) Adobe, Inc. (ADBE) BITMINE IMMERSION TECH (BMNR) TJX Companies, Inc. (TJX) CoreWeave, Inc. (CRWV) Alibaba Group (BABA) Strategy (MSTR) Crowdstrike Holdings Inc (CRWD) Bitcoin (BTC) Reddit, Inc. (RDDT) Synopsys, Inc. (SNPS)

Top Social Posts

Top posts by engagements in the last XX hours

"Today's Key Events 11/10/2025 No major economic events scheduled Before Open 👇 06:00: $DOLE 06:50: Barrick Mining $B 07:00: monday $MNDY 07:00: Village Farms 07:00: EVgo $EVGO 07:00: Akebia Therapeutics 07:00: CEVA 07:00: BKV Corporation 07:00: Interpublic Group $IPG 07:00: Roivant Sciences 07:00: Starwood Property Trust 07:00: eToro Group $ETOR 07:00: Compugen 07:00: Howard Hughes Holdings 07:00: Enviri Corporation 07:00: Powerfleet 07:00: Immunovant 07:00: Kamada 07:05: Pagaya Technologies $PGY 07:05: uniQure 07:10: Camtek 07:15: Bitdeer Technologies $BTDR 07:30: Surgery Partners $SGRY"
X Link 2025-11-10T06:05Z 110.7K followers, 21.9K engagements

"Billionaire investor Peter Thiel fully exited Nvidia $NVD in Q3 selling all 537k shares that were nearly XX% of his fund per his latest 13F. Thiel Macro has cut US equity holdings from about $212m to $74m and is now basically parked in Tesla Microsoft and Apple"
X Link 2025-11-16T22:21Z 110.7K followers, 1.3M engagements

"OpenAI chief researcher Mark Chen says the AI talent war has gotten so intense that $META tried to poach half his direct reports and Mark Zuckerberg even hand delivered homemade soup to one OpenAI engineer as a recruiting pitch after earlier dangling $100M offers. 😂"
X Link 2025-12-03T17:07Z 110.7K followers, 67.4K engagements

"Palantir $PLTR launched Chain Reaction an AI infra platform with CenterPoint Energy and $NVDA to coordinate utilities data centers and builders around AI power demand"
X Link 2025-12-04T10:50Z 110.7K followers, 11.5K engagements

"US solar has logged XXXX GW in Q3 up XX% QoQ third biggest quarter ever and taking 2025 installs past XX GW. Solar is XX% of new US power capacity YTD with most growth in red states even as XX GW of projects sit in permitting limbo per SEIA. $FSLR $ARRY $SHLS $NXT"
X Link 2025-12-09T09:17Z 110.7K followers, 9583 engagements

"FanDuel $FLUT is now live in Missouri as the state opens legal sports betting. The mobile sportsbook is now available statewide for 21+ users its 25th state. New users get $XXX in bonus bets on a $X first wager and FanDuel is putting $600K into local charities"
X Link 2025-12-01T14:31Z 110K followers, 7065 engagements

"$DG Q3'25 Earnings Snapshot 🔹 Revenue: $10.65B (Est. $10.64B) 🟢; +4.6% YoY 🔹 EPS: $XXXX (Est. $0.94) 🟢; +43.8% YoY 🔹 Same-store sales: +2.5% (traffic +2.5% ticket flat) 🔹 Operating profit: $425.9M; +31.5% YoY 🔹 Net income: $282.7M; +43.8% YoY FY25 Guide: 🔹 EPS: $6.30$6.50 (Est. $6.13) 🟢 🔹 Net sales growth: 4.7%4.9% YoY (raised from 4.3%4.8%) 🔹 Same-store sales growth: 2.5%2.7% YoY (raised from 2.1%2.6%) 🔹 Tax rate assumption: XXXX% 🔹 Capex: toward low end of $1.3B$1.4B 🔹 No share repurchases assumed FY26 Real Estate Plan: 🔹 4730 projects: XXX new US stores XX Mexico 2000"
X Link 2025-12-04T11:57Z 110K followers, 9333 engagements

"MICROSOFT $MSFT TO RAISE PRICES FOR XXX PLANS STARTING JULY X 2026 - CNBC"
X Link 2025-12-04T18:47Z 110K followers, 32.6K engagements

"CHINA VANKE SEEKS TO DELAY PAYING SECOND BOND DUE IN DECEMBER"
X Link 2025-12-05T14:24Z 110K followers, 9395 engagements

"Goldman Sachs Asset Management just laid out its XX for 2026 market roadmap X. Growth fading tariff drag and real income gains support global growth in 2026; GS sees US XXX% euro area XXX% China 4.8%. X. Inflation tariff pass-through is fading but still shapes policy; GS sees US core PCE easing to about XXX% by end-2026. X. Labor main risk is a sharper weakening in the US labor market as layoff signals pick up. X. Central banks Fed seen cutting more in 2026 ECB on hold BOJ shifting toward a higher-rate regime. X. DM equities late-cycle setup with cyclical re-acceleration and earnings growth"
X Link 2025-12-10T20:49Z 110.7K followers, 58.6K engagements

"TOP ETHEREUM TREASURY TRENDING NAMES TODAY VIA BLOCKWORKS: $BMNR $SBET $ETHM $BTBT $ETHZ $BTCS $FGNX"
X Link 2025-09-23T15:02Z 110.3K followers, 16.5K engagements

"$HELE Helen of Troy Q2'26 Earnings Highlights 🔹 Revenue: $431.8M (Est. $416.78M) 🟢 🔹 EPS: $XXXX (Est. $0.53) 🟢 FY26 Guidance 🔹 Revenue: $1.74$1.78B (Est. $1.75B) 🟡 🔹 EPS: $3.75$4.25 (Est. $4.58) 🔴"
X Link 2025-10-09T10:48Z 110.1K followers, 8773 engagements

"Today's Key Events (All EST) 10/22/2025 13:00: US 20-Year Bond Auction Before Open 👇 01:00: Teck Resources 05:30: Lithia & Driveway $LAD 05:55: Vertiv $VRT 06:00: Hilton $HLT 06:00: Thermo Fisher $TMO 06:00: Travel + Leisure $TNL 06:15: Taylor Morrison $TMHC 06:30: GE Vernova $GEV 06:30: Boston Scientific $BSX 06:30: Wabtec $WAB 06:35: AT&T $T 06:45: Avery Dennison $AVY 06:45: BankUnited 06:45: Lennox 06:55: Teledyne $TDY 07:00: CME Group $CME 07:00: Moody's $MCO 07:00: Old National Bank 07:00: Stifel $SF 07:00: Winnebago $WGO 07:00: Healthcare Services Group 07:30: M/I Homes $MHO 07:30:"
X Link 2025-10-22T07:25Z 110.3K followers, 19.1K engagements

"Palantir signed a deal worth more than $XXX million with $LUMN Lumen Technologies to provide AI software aimed at modernizing Lumens network operations. The partnership will also allow both companies to jointly offer AI-driven solutions to clients. Lumen CEO Kate Johnson said Palantirs tools are helping drive the companys transformation into a tech infrastructure provider and play a key role in its $X billion cost-saving plan through 2027"
X Link 2025-10-23T11:23Z 110.1K followers, 14.5K engagements

"WSP Global has reportedly approached Texas-based Jacobs Solutions $J with a multibillion-dollar merger proposal that would combine two of the worlds largest engineering and infrastructure firms. Jacobs hired Centerview Partners to evaluate the mostly stock bid"
X Link 2025-10-24T18:14Z 110.1K followers, 11.5K engagements

"Trade Desk $TTD shares trading lower after Adweek reported Amazon is offering agencies free head-to-head tests of its demand-side platform (DSP) against rivals. $AMZN is reportedly covering the full cost of competing ad buys tech and measurement tools for XX week campaigns"
X Link 2025-10-24T19:42Z 110.2K followers, 48.5K engagements

"$EAT Brinker International Q126 Earnings Highlights 🔹 Revenue: $1.35B (Est. $1.32B) 🟢; UP +18% YoY 🔹 Adj. EPS: $XXXX (Est. $1.74) 🟢 🔹 Operating Margin: XXX% (vs. XXX% LY) 🔹 Restaurant Op. Margin (non-GAAP): XXXX% (vs. XXXX% LY) FY26 Guidance (Reiterated) 🔹 Revenue: $5.6B$5.7B 🟡 🔹 Adj. EPS: $9.90$10.50 🟡 🔹 Capex: $270M$290M 🔹 Weighted Avg. Shares: 45.0M46.0M Comps (Q1 vs. LY) 🔹 Brinker Total: +18.8% 🔹 Chilis: +21.4% (traffic +13%) 🔹 Maggianos: -XXX% Segments (Sales) 🔹 Chilis Company Sales: $1.236B (vs. $1.019B LY) 🔹 Maggianos Company Sales: $99.2M (vs. $108.4M LY) Capital"
X Link 2025-10-29T10:50Z 110.1K followers, 8188 engagements

"Saudi Telecom (stc) signed a 10-year strategic partnership with AST SpaceMobile $ASTS to offer space-based telecom services. The contract value could exceed X% of stcs 2024 revenue ($20.21B) depending on service usage. The plan is to provide direct-to-device satellite connectivity across Saudi Arabia and multiple countries in the Middle East and Africa using standard smartphones. stc will be the main operator in Saudi Arabia and will receive exclusive rights in Libya Syria Lebanon Djibouti Tunisia and Sudan plus preferential terms in Kuwait Oman Yemen Bahrain Jordan Iraq Algeria Morocco and"
X Link 2025-10-29T12:58Z 110.1K followers, 58.9K engagements

"$SFM Sprouts Farmers Market Q325 Earnings Highlights 🔹 Revenue: $2.2B (Est. $2.23B) 🔴; UP +13% YoY 🔹 EPS: $XXXX (Est. $1.17) 🟢; UP +34% YoY 🔹 Comp Sales: +5.9% (Est. +7.5%) 🔴 Guidance 🔹 Q4 Comp Sales: 0%+2% (Est. +4.4%) 🔴 🔹 Q4 EPS: $0.86$0.90 🔹 FY25 Comp Sales: +7% (Prior: +7.5%+9%) 🔴 🔹 FY25 EPS: $5.24$5.28 (Est. $5.26) 🟡 🔹 FY25 EBIT: $675M$680M 🔹 New Stores: XX total; CapEx $230M$250M Operations & Liquidity 🔹 Stores Opened: X new stores total XXX across XX states 🔹 Cash & Equivalents: $322M; no debt drawn on $600M revolver 🔹 Entered new $600M credit facility 🔹 $1B share"
X Link 2025-10-29T20:28Z 110.3K followers, 9707 engagements

"$ROG Rogers Corporation Q325 Earnings Highlights 🔹 Revenue: $216M (Est. $207.5M) 🟢; UP +6.5% QoQ 🔹 EPS: $XXXX (Est. $0.69) 🟢; UP +165% QoQ 🔹 Gross Margin: 33.5%; UP +190bps QoQ Guidance (Q425) 🔹 Revenue: $190$205M (Est. $194.9M)🟢 🔹 EPS: $0.40$0.80 (Est. $0.45) 🟢 🔹 Gross Margin: 30%32% 🔹 CapEx: $30$40M for FY25 Segment Highlights 🔹 Advanced Electronics Solutions (AES): +5.2% QoQ strength in EV/HEV wireless infrastructure and industrial; partially offset by lower ADAS 🔹 Elastomeric Material Solutions (EMS): +8.7% QoQ driven by portable electronics aerospace & defense and industrial"
X Link 2025-10-29T20:33Z 110.3K followers, 8761 engagements

"$AMRX Amneal Pharmaceuticals Q325 Earnings Highlights 🔹 Revenue: $785M (Est. $769.5M) 🟢 🔹 EPS: $XXXX (Est. $0.14) 🟢 Guidance 🔹 FY25 Revenue: $3.0B$3.1B (Est. $3.01B) 🟡 🔹 FY25 EPS: $0.75$0.80 (Est. $0.77) 🟡"
X Link 2025-10-30T10:07Z 110.2K followers, 8048 engagements

"$RKT Rocket Companies Q325 Earnings Highlights 🔹 Adj. Revenue: $1.78B (Est. $1.67B) 🟢 🔹 EPS (Adj): $XXXX (Est. $0.03) 🟢 🔹 Adjusted EBITDA: $349M Q4 Guidance 🔹 Adj Revenue: $2.1B$2.3B (Est. $2.11B) 🟢 Operational & Segment Metrics 🔹 Net Mortgage Rate Lock Volume: $35.8B; UP +20% YoY 🔹 Closed Loan Origination Volume: $32.4B; UP +14% YoY 🔹 Gain on Sale Margin: 2.80%; UP +2 bps YoY 🔹 Servicing UPB: $613B (2.9M loans); $1.7B annualized servicing fee income Balance Sheet & Liquidity 🔹 Total Liquidity: $9.3B (incl. $5.8B cash; $4.0B prefunding tied to Mr. Cooper deal retired post-quarter)"
X Link 2025-10-30T20:29Z 110K followers, 10.1K engagements

"$RIVN Rivian Automotive Q325 Earnings Highlights 🔹 Revenue: $1.56B (Est. $1.49B) 🟢; UP +78% YoY 🔹 Adj. Loss/Share: ($0.65) (Est. ($0.71)) 🟢 🔹 Vehicles Delivered: 13201 (Est. 12972) 🟢 🔹 Production: 10720 (Est. 10487) 🟢 🔹 Gross Profit: $24M; +$416M YoY improvement 🔹 Cash & Equivalents: $4.44B (Est. $4.09B) 🟢 FY25 Outlook 🔹 Vehicle Deliveries: 4150043500 🔹 Adj. EBITDA Loss: $2.0B$2.25B 🔹 CapEx: $1.8B$1.9B Business & Operational Highlights 🔹 R2 launch on track for 1H26; validation builds expected by year-end 🔹 Expanded Illinois plant to 215K annual capacity; broke ground on new"
X Link 2025-11-04T21:11Z 110.3K followers, 17.4K engagements

"$ZETA Global Q325 Earnings Highlights 🔹 Revenue: $337M (Est. $328M) 🟢 +26% YoY 🔹 Adj. EBITDA: $78M (Est. $70M) 🟢 FY25 Guide: 🔹 Revenue: $1.273B$1.276B (Est. $1.26B) 🟢 🔹 Adj. EBITDA: $274M (Est. $264M) 🟢 🔹 FCF: $157M (Est. $142M) 🟢 Q4 Guidance 🔹 Revenue: $363M$366M (Est. $363M) 🟢 🔹 Adj. EBITDA: $90M (Est. $88M) 🟢 FY26 Outlook: 🔹 Revenue $1.54B (Est. $1.49B) 🟢 🔹 EBITDA $354M (Est. $325M) 🟢 🔹 FCF $209M (Est. $178M) 🟢 Other Metrics: 🔹 Free Cash Flow: $47M +83% YoY margin XX% 🔹 Operating Cash Flow: $58M +68% YoY 🔹 Super Scaled Customers: XXX (+12 QoQ +25% YoY) Other Update:"
X Link 2025-11-04T21:32Z 110.3K followers, 15.4K engagements

"$FVRR Fiverr Q325 Earnings Highlights 🔹 Revenue: $107.9M (Est. $107.5M) 🟡 🔹 Adj. EPS: $XXXX (Est. $0.69) 🟢 🔹 Adj. EBITDA: $24.2M (record margin 22%) 🔹 Spend per Buyer: $XXX +12% YoY 🔹 Active Buyers: 3.3M (-12% YoY 🔹 Services Revenue: $34.3M +40% YoY Guidance 🔹 Q4 Revenue: $104M$112M (Est. $109M) 🟡 🔹 FY25 Revenue: $428M$436M (Est. $433M) 🟡 🔹 FY25 Adj. EBITDA: $88M$93M Key Business Trends 🔸 AI & upmarket categories are driving higher ticket more complex projects 🔸 Value-added services (Seller Plus Fiverr Go Ads) continue strong adoption 🔸 Highest-ever Adjusted EBITDA and margin"
X Link 2025-11-05T08:51Z 110.2K followers, 9908 engagements

"INVESTINDUSTRIAL IS SAID TO NEAR DEAL TO BUY TREEHOUSE $THS FOODS"
X Link 2025-11-10T11:33Z 110.1K followers, 9890 engagements

"$CART Instacart Q325 Earnings Highlights 🔹 EPS (GAAP): $XXXX (Est. $0.50) 🟢; UP +21% YoY 🔹 Revenue: $939M (Est. $933M) 🟢; UP +10% YoY 🔹 Adj EBITDA: $278M (Est. $264.5M) 🟢; UP +22% YoY 🔹 GTV: $9.17B (Est. $9.09B) 🟢; UP +10% YoY Guidance (Q425) 🔹 GTV: $9.45B$9.60B (Est. $9.45B) 🟡 🔹 Adjusted EBITDA: $285M$295M Segment Revenue 🔹 Transaction: $670M; UP +10% YoY (7.3% of GTV) 🔹 Advertising & Other: $269M; UP +10% YoY (2.9% of GTV) Other Metrics 🔹 Orders: 83.4M; UP +14% YoY 🔹 GAAP Gross Profit: $692M; UP +8% YoY (74% of revenue) 🔹 GAAP Net Income: $144M; UP +22% YoY 🔹 Operating Cash"
X Link 2025-11-10T12:46Z 110.1K followers, 9731 engagements

"Enlight Renewable Energy $ENLT announced that its U.S. unit Clnera has secured $1.44B in debt financing for its Snowflake A project in Arizona; a XXX MW solar + 1900 MWh storage facility expected to power 110000 homes when it goes live in 2H 2027. The project has a 20-year PPA with Arizona Public Service and is projected to generate $128M revenue and $104M EBITDA in its first full year per the company. Financing was led by a six-bank consortium including Wells Fargo BNP Paribas Natixis Nord/LB Crdit Agricole and MUFG"
X Link 2025-11-10T13:23Z 110.3K followers, 8587 engagements

"$HPE has formed the Quantum Scaling Alliance with X partners including Applied Materials Synopsys Quantum Machines and Riverlane aiming to develop a scalable quantum supercomputer that integrates with existing HPC infrastructure"
X Link 2025-11-10T14:03Z 110.3K followers, 9065 engagements

"$WULF TeraWulf Q325 Earnings Highlights 🔹 Revenue: $50.6M (Est. $50.64M) 🟡; UP +87% YoY 🔹 EPS: ($1.13) (Est. ($0.05)) 🔴; -1783% YoY 🔹 Initial HPC Lease Revenue: $7.2M 🔹 Cash & Restricted Cash: $712.8M HPC Expansion & Contracts 🔹 Signed $17B in long-term HPC customer contracts 🔹 $5B in long-term financings completed to support platform scaling 🔹 Lake Mariner Campus: XXX MW BTC mining + XXXX MW HPC energized 🔹 Executed 520+ MW of HPC leases across multiple customers 🔹 Abernathy JV (TX) with Fluidstack + Google: XXX MW initial expandable to XXX MW Strategic Outlook 🔹 Reaffirms target"
X Link 2025-11-10T21:10Z 110.3K followers, 14.5K engagements

"$SE Sea Limited Q325 Earnings Highlights 🔹 Revenue: $6.00B (Est. $5.69B) 🟢; UP +38.3% YoY 🔹 Diluted EPS: $XXXX (Est. $1.02) 🔴; UP +146% YoY 🔹 Adj EBITDA: $874M; UP +67.7% YoY FY25 Guide: 🔹 Shopee GMV growth XX% (Prior: 20%) 🔹 Garena bookings on track for XX% YoY growth Q3 Segment: E-commerce (Shopee) 🔹 GMV: $32.2B; UP +28.4% YoY 🔹 Gross Orders: 3.6B; UP +28.4% YoY 🔹 Revenue: $4.3B; UP +34.9% YoY 🔹 Marketplace Revenue: $3.8B; UP +36.6% YoY 🔹 Core Marketplace Revenue: $3.1B; UP +52.8% YoY 🔹 Value-Added Services Revenue: $724M; DOWN -XXX% YoY 🔹 Adj. EBITDA: $186M; UP +440% YoY"
X Link 2025-11-11T11:39Z 110.1K followers, 20.1K engagements

"$FLUT Flutter Entertainment Q325 Highlights 🔹 Revenue: $3.794B (Est. $3.89B) 🟡; UP +17% YoY 🔹 Adj EBITDA: $478M; UP +6% YoY 🔹 Adj EPS: $1.64; UP +29% YoY 🔹 Net Loss: ($789M); driven by $556M India impairment and $205M Boyd payment 🔹 AMPs: 14.133M; UP +9% YoY FY25 Guidance: 🔹 Group Revenue: $16.69B 🔹 US Revenue: $7.17B (Est. $7.47B) 🔴 🔹 Adj EBITDA: $2.915B Q3 US: 🔹 Revenue: $1.368B; UP +9% YoY 🔹 iGaming Revenue: UP +44% YoY 🔹 Sportsbook Revenue: DOWN -X% YoY; handle UP +6% YoY 🔹 Adjusted EBITDA: $51M; DOWN -XX% YoY Q3 International: 🔹 Revenue: $2.426B; UP +21% YoY 🔹 Adjusted"
X Link 2025-11-12T21:17Z 110.1K followers, 12.3K engagements

"Here is a nice visualization of who is funding the AI data center buildout: Of the $2.9T projected spend in 202528 tech companies put up about $1.4T while private credit is around $800B and the rest comes from PE and other financing corporate bonds and ABS"
X Link 2025-11-17T11:42Z 110.1K followers, 25.4K engagements

"$HIMS & Hers authorized a new share repurchase program of up to $250M over the next three years after fully using its prior $100M buyback"
X Link 2025-11-17T13:53Z 110.2K followers, 24K engagements

"$POWL Powell Industries Q4 Earnings Highlights 🔹 Revenue: $298M (Est. $291.5M) 🟢; UP +8% YoY 🔹 Ad EPS: $XXXX (Est. $3.72) 🟢; UP +12% YoY 🔹 Gross Profit: $93.5M; margin 31.4%; UP +16% YoY 🔹 Net Income: $51.4M; UP +12% YoY 🔹 New Orders: $271M; UP +1% YoY 🔹 Backlog: $1.4B; UP +3% YoY 🔹 Cash & Short-Term Investments: $476M Q4 End-Market Performance (YoY) 🔹 Electric Utility revenue: UP +100% YoY 🔹 Light Rail Traction Power: UP +85% YoY 🔹 Commercial & Other Industrial: DOWN -X% YoY 🔹 Oil & Gas: DOWN -XX% YoY 🔹 Petrochemical: DOWN -XX% YoY Orders & Backlog 🔹 Q4 New Orders: $271M; well"
X Link 2025-11-18T21:25Z 110K followers, 13.2K engagements

"Todays Key Events (All EST) 11/19/2025 07:00: US MBA Mortgage Applications 08:30: US Trade Balance 10:00: Feds Miran 12:45: Feds Barkin 13:00: US 20-Year Bond Auction 14:00: FOMC Meeting Minutes 14:00: Feds Williams Before Open 👇 06:30: Target $TGT 06:00: Lowes $LOW 07:30: TJX $TJX 09:00: Williams-Sonoma $WSM 07:00: Dycom $DY 06:00: Global-e $GLBE 06:30: Pinduoduo $PDD 05:00: Baidu $BIDU 04:00: Futu $FUTU 07:55: Kingsoft Cloud $KC 07:00: Valvoline $VVV After Hours 👇 16:20: Nvidia $NVDA 16:05: Palo Alto Networks $PANW 17:30: Copa Holdings $CPA 18:00: ZTO Express $ZTO 16:05: Jack in the Box"
X Link 2025-11-19T07:12Z 110.1K followers, 16.4K engagements

"Brookfield $BAM is raising a $10B AI infrastructure fund with $5B already committed from investors including $NVDA the Kuwait Investment Authority and its own balance sheet. It aims to build or buy up to $100B of data centers dedicated power and semi infrastructure. Note: The firm estimates it will cost $X trillion to build the infrastructure needed to power AI over the next decade"
X Link 2025-11-19T09:35Z 110.1K followers, 22.4K engagements

"$GLBE Global-e Online Q3 Earnings Highlights 🔹 Revenue: $220.78M (Est. $217.9M) 🟢 🔹 EPS: $XXXX (Est. $0.07) 🟡 Guidance 🔹 Q4 Revenue: $318.5M$334.5M (Est. $321.79M) 🟡 🔹 FY25 Revenue: $944.1M$960.1M (Est. $945.61M) 🟡"
X Link 2025-11-19T12:45Z 110.1K followers, 7940 engagements

"ATKORE $ATKR EXPLORING SALE AMID ACTIVIST PRESSURE"
X Link 2025-11-19T15:29Z 110.1K followers, 7990 engagements

"Deutsche Bank analyst Brian Bedell upgraded Bullish $BLSH from Hold to Buy with a price target of $XX from $52"
X Link 2025-11-19T19:55Z 110.1K followers, 8978 engagements

"$NVDA: In partnership with TSMC we celebrated the 1st Blackwell wafer produced on US soil. We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the US over the next X years"
X Link 2025-11-19T22:22Z 110.1K followers, 34.4K engagements

"$VNET Q3'25 Earnings Highlights 🔹 Revenue: RMB2.58B (Est. RMB2.40B) 🟢 🔹 EPS: (RMB1.14) (Est. RMB0.09) 🔴 🔹 Sees FY'25 Revenue: RMB9.55BRMB9.87B (Est. RMB9.56B) 🟡"
X Link 2025-11-20T09:37Z 110K followers, 8142 engagements

"WALL STREET HAS TURNED RED"
X Link 2025-11-20T17:19Z 110.1K followers, 12.1K engagements

"Marsh McLennan $MMC authorized a new share repurchase program of up to $6B replacing prior buyback authorizations"
X Link 2025-11-20T20:02Z 110.2K followers, 11K engagements

"Today's Key Events (All EST) 11/21/2025 07:30: Fed's Williams 08:45: Fed's Jefferson 09:00: Fed's Logan 09:45: US S&P PMI Flash 10:00: University Michigan Sentiment Final 16:00: Monthly OPEX Before Open 👇 --:-- $BMNR --:-- VinFast Auto $VFS 06:45 BJ's Wholesale Club $BJ 04:35 MINISO Group Holding $MNSO 05:00 Frontline $FRO 06:30 Azenta $AZTA"
X Link 2025-11-21T07:15Z 110.1K followers, 18.1K engagements

"Bloomberg reports Kevin Hassett has emerged as the frontrunner for Trumps next Fed chair per people familiar. The shortlist currently includes Hassett Kevin Warsh Chris Waller Michelle Bowman and BlackRocks Rick Rieder with a pick expected before Christmas"
X Link 2025-11-25T17:43Z 110.2K followers, 27.2K engagements

"Urban Outfitters $URBN Q3 came in ahead of expectations: EPS XXXX vs XXXX est and revenue 1.53B vs 1.48B. Brand comps were UO +12.5% Anthropologie +7.6% Free People +4.1% with subscription revenue up 48.7%. Gross margin was XXXX% (+30 bps) and operating margin held at XXX% as the company offset higher tariffs"
X Link 2025-11-26T10:14Z 110.1K followers, 7679 engagements

"CapitalOne Upgrades $ZS to Overweight from Equal-weight Raises PT to $XXX from prior $289; We are positive on: (1) Zscaler delivering a X% revenue beat consistent with recent quarters (2) remaining performance obligation growth accelerating from XX% year over year in fiscal 4Q to XX% year over year ($5.9 billion) versus consensus at XX% (CapitalOne Securities estimate 27%) with current RPO growth also strong at XX% year over year versus consensus XX% (CapitalOne Securities estimate 19%) (3) the beginning of a long runway with Z-Flex driving increased spend and adoption on the platform (now"
X Link 2025-11-26T10:42Z 110.3K followers, 8768 engagements

"This trade seems to be unwinding today: $GOOGL $CLS $LITE --- down $MSFT $CRWV $ORCL $NVDA --- up"
X Link 2025-11-26T14:41Z 110.1K followers, 23K engagements

"$RIO Tinto is reportedly looking to sell its US boron business including the Boron mine in California an LA port refinery and Owens Lake operations which together supply about XX% of global boron demand. Potential sale value is pegged near $X Billion. $IONR"
X Link 2025-11-26T16:09Z 110.1K followers, 9013 engagements

"MEDICARE TESTING TO MAKE CBD TREATMENTS AVAILABLE TO SENIORS BLOOMBERG REPORTS $WEED $CGC $TLRY $MSOS"
X Link 2025-11-26T17:41Z 110.3K followers, 10.9K engagements

"PENTAGON SAID ALIBABA $BABA SHOULD BE ON LIST FOR CHINA-MILITARY TIES"
X Link 2025-11-26T18:13Z 110.3K followers, 25.4K engagements

"Pentagon told Congress in October it concluded Alibaba Baidu BYD Eoptolink Hua Hong Semi RoboSense WuXi AppTec & Zhongji Innolight should be added to the 1260H list of Chinese military companies which now has 130+ names and acts as a red flag for US investors $BABA $BIDU"
X Link 2025-11-26T18:33Z 110.3K followers, 11.4K engagements

"FT report that Alibaba and ByteDance are now training their newest AI models in Southeast Asian data centers to keep access to Nvidia $NVDA chips after the U.S. banned H20 sales to China in April 2025. They are leasing compute from non-Chinese operators in places like Singapore and Malaysia which lets them stay within export rules while still using top-tier GPUs. DeepSeek is the outlier having stockpiled Nvidia chips to train at home and is now working with Huawei and other local players on the next wave of Chinese AI chips"
X Link 2025-11-27T16:50Z 110.3K followers, 87.1K engagements

"Switzerlands economy shrank XXX% QoQ in Q3 its 1ST contraction since 2023 as pharma and chemical exports pulled back after front-loaded shipments tied to steep US tariffs per SECO"
X Link 2025-11-28T08:17Z 110.2K followers, 9323 engagements

"Crypto and crypto related names all had a pretty solid Thanksgiving week. $COIN $TONX $CRCL $MARA $BLSH $BMNR $MSTR"
X Link 2025-11-28T15:23Z 110.1K followers, 12.2K engagements

"Bloomberg says fintech Pagaya $PGY had to sweeten its latest subprime auto ABS as it faces heightened investor scrutiny. It sold $399M of bonds with the AAA tranche pricing at +150 bps over benchmark vs 125130 bps guidance and the lowest-rated slice at +740 bps about XXX bps wider than a similar deal in September. Its $500M 2030 junk bond is changing hands around XXXX cents on the dollar as investors demand more yield after the Tricolor subprime auto bankruptcy"
X Link 2025-11-28T16:37Z 110.1K followers, 16.4K engagements

"Nasdaq $NDAQ is making its tokenized stock plan a top priority and says it will move as fast as we can to get SEC approval. The proposal filed in September would let investors trade on chain stock tokens that are just digital representations of existing listed shares with the same ticker CUSIP voting rights and dividends and target rollout around Q3 2026 under current SEC market rules"
X Link 2025-11-30T16:33Z 110.1K followers, 59.1K engagements

"Databricks is reportedly in talks to raise about $5B at a $134B valuation roughly 32x this years expected sales of $4.1B. It now projects XX% revenue growth for 2025 while gross margin is running at XX% vs a XX% plan per The Information report"
X Link 2025-12-01T06:23Z 110K followers, 12.8K engagements

"Morgan Stanley on $ASML: ' Memory Demand and Foundry Spend Support Our Thesis' "Last week we moved ASML to Top Pick (Riding the DRAM Waves into a Bright FY26; Move to Top Pick) as we expect positive momentum for litho demand the DRAM cycle and foundry spend to support ASML's order book and sales over FY26/27. Joe Moore's Asia trip (Asia trip takeaways highlight AI strength testing the limits of semiconductor ecosystem) supports our conviction of a memory supercycle and near-term ASML order book upside. Three key points stood out to us: X. Unprecedented memory demand. Evidence of limited DDR5"
X Link 2025-12-01T10:26Z 110.1K followers, 27.4K engagements

"Core cloud revenue growth from Dec '22 to Q3 '25: $GOOGL +108% $BABA +93% $AMZN (AWS) +54% $MSFT +44% $BIDU +18% Same AI cycle very different compounding speeds"
X Link 2025-12-01T11:13Z 110K followers, 11.5K engagements

"Brookfield $BAM is buying Italian corrugated-packaging machinery maker Fosber for $900M in a carve-out from Chinas Guangdong Dongfang Precision. Deal will be funded with $480M from Brookfield Capital Partners & $170M from Brookfield Business Partners & expected to close in 2026"
X Link 2025-12-01T11:51Z 110.1K followers, 7098 engagements

"Bernstein Downgrades $ZS to Market Perform from Outperform PT $XXX Analyst comments: "We are fundamentally in line with the Street. We continue to really like the business and technology but we no longer have a significantly differentiated view with our growth and margin expectations in line with Street consensus. Zscaler is trading at a fair multiple to their next-twelve-month expected Rule-of-40. Well-liked cybersecurity companies are trading at a premium to this regression line we think investors are hiding in this category to avoid AI disruption risk and gain exposure to AI-driven"
X Link 2025-12-01T11:52Z 110.2K followers, 8681 engagements

"Goldman Sachs $GS is buying Innovator Capital for about $2B in cash and stock adding $28B AUM across XXX defined outcome ETFs. Combined ETF assets will be over $75B across XXX strategies making GS a top XX active ETF provider"
X Link 2025-12-01T12:14Z 110.2K followers, 8104 engagements

"Deutsche Bank estimates that a $X per month price increase at Spotify $SPOT would add about X% to 2026 revenue and gross profit and roughly X% to EBIT versus 2025. In a more aggressive case $X more on Premium and $X on Music only could lift revenue around X% gross profit XX% and EBIT 22%"
X Link 2025-12-01T15:49Z 110.3K followers, 9223 engagements

"U.S. Republican Senator calls for DoJ and DHS to investigate Shein $PDD's Temu for counterfeiting - Reuters"
X Link 2025-12-01T19:44Z 110.3K followers, 8509 engagements

"Jim Chanos warns about the GPU backed debt trade. He flagged that business models like the neoclouds are just loss making enterprises right now and warned theres going to be debt defaults if the $20B plus in loans backed by $NVDA GPUs runs into faster chip obsolescence. His worry is if the true economic life of these chips is closer to three years instead of the XX years in models the whole economics of a lot of these deals kind of falls apart"
X Link 2025-12-01T19:55Z 110.1K followers, 59.8K engagements

"Deutsche Banks Bankim Chadha is calling for the S&P XXX $SPX to hit 8000 by the end of 2026 about XX% above here on earnings growth broadening beyond megacap tech. Says positioning is only pretty close to neutral and multiples can stay elevated"
X Link 2025-12-01T20:01Z 110.1K followers, 9211 engagements

"$MDB Q3'26 Earnings Highlights 🔹 Revenue: $628.3M (Est. $593.44M) 🟢; +19% YoY 🔹 Adj EPS: $XXXX (Est. $0.79) 🟢 🔹 Subscription: $609.1M; +19% YoY 🔹 Services: $19.2M; +12% YoY 🔹 Atlas: +30% YoY; XX% of total Q3 revenue FY'26 Guide: 🔹 Revenue: $2.434B$2.439B (Est. $2.0B) 🟢 🔹 Non-GAAP Income from Operations: $436.4M$440.4M 🔹 Non-GAAP EPS: $4.76$4.80 Q4 Guide: 🔹 Revenue: $665M$670M 🔹 Non-GAAP Income from Operations: $139M$143M 🔹 Non-GAAP EPS: $1.44$1.48 Segment Performance: 🔹 Atlas: Revenue +30% YoY; XX% of total revenue 🔹 Total Customers: 62500; +2600 added in Q3 Other Metrics: 🔹"
X Link 2025-12-01T21:11Z 110K followers, 16K engagements

"Apple $AAPL says John Giannandrea its SVP for Machine Learning and AI Strategy is stepping down and will retire in spring 2026 staying on as an adviser until then. Amar Subramanya formerly at Microsoft and Google joins as VP of AI under Craig Federighi"
X Link 2025-12-01T22:12Z 110.3K followers, 11.7K engagements

"Trump administration Solicitor General is urging the US Supreme Court to hear Bayers Roundup appeal arguing federal pesticide rules may preempt state failure to warn claims. Bayer still faces about 67k Roundup suits and has paid over $10B so far. Source: Bloomberg"
X Link 2025-12-02T07:42Z 110K followers, 19K engagements

"Bayer shares are up XX% after the U.S. Solicitor General backed its request for Supreme Court review of a Roundup case arguing EPA has repeatedly found glyphosate not likely to be carcinogenic in humans and approved labels without cancer warnings"
X Link 2025-12-02T08:39Z 110K followers, 11.7K engagements

"Morgan Stanley Initiates Coverage on $SEI with Overweight Rating PT $XX Analyst comments: "We see a disconnect in the pricing of future growth for the stock. We estimate that the company's existing contracted fleet and visible power generation supply up to 2200 MW through 2028 is worth $XX per share on its own (within this total we see high likelihood of contracting the company's available XXX MW in the near term). The stock is trading modestly above this level pricing in limited future growth beyond 2028 while we see multiple attractive growth avenues for the company as grid bottlenecks"
X Link 2025-12-02T09:02Z 110.2K followers, 7959 engagements

"Morgan Stanleys latest Powering Gen AI work now has US data centers needing about XX GW of power over 202528. Roughly XX GW is covered by DCs already under construction and about XX GW from spare grid capacity leaving a potential XX GW shortfall up from XX GW before. They think most of that gap gets bridged by time to power solutions rather than the normal grid queue: 1520 GW from gas turbines XX GW from Bloom Energy $BE fuel cells XXX GW by siting at existing plants (mainly nuclear but with political risk) and 1015 GW from repurposing Bitcoin sites that already have firm interconnection."
X Link 2025-12-02T09:37Z 110.1K followers, 29.5K engagements

"$NVDA CFO: MOST NEW NVIDIA AI CHIPS BEING SHIPPED ARE ADDING NEW DATA CENTER INFRASTRUCTURE AND NOT REPLACING INSTALLED BASE"
X Link 2025-12-02T14:48Z 110.3K followers, 11.5K engagements

"$NVDA CFO: DATACENTER INFRASTRUCTURE COULD REACH $3-$4 TRILLION BY 2030"
X Link 2025-12-02T14:52Z 110.1K followers, 53.5K engagements

"Trump to reportedly announce a proposed rollback of auto fuel economy rules on Wednesday at the White House. The meeting will include executives from $GM Ford $F and Stellantis $STLA"
X Link 2025-12-02T16:37Z 110.3K followers, 9588 engagements

"$GTLB Q3'26 Earnings Highlights 🔹 Revenue: $244.4M (Est. $239.09M) 🟢; UP +25% YoY 🔹 EPS: $XXXX (Est. $0.20) 🟢 🔸 GitLab appointed Jessica Ross as Chief Financial Officer effective January XX 2026 succeeding interim CFO James Shen. Guidance: 🔹 FY'26 Revenue: $946M$947M (Est. $942M) 🟢 🔹 FY'26 EPS: $0.95$0.96 (Est. $0.84) 🟢 🔸 CEO Bill Staples: New CFO brings extensive public company experience and a proven track record leading finance strategy and operational excellence at some of the worlds most respected technology companies"
X Link 2025-12-02T21:11Z 110.3K followers, 11.2K engagements

"$HSBC names 76-year-old Brendan Nelson group chair after a yearlong search per WSJ. The former KPMG partner BP and RBS director had been interim since Oct X and will help steer the London based Asia heavy bank through Elhederys restructuring at least for the next few years"
X Link 2025-12-03T08:16Z 110.1K followers, 6391 engagements

"Zara owner Inditex says sales rose XX% at constant FX from Nov X to Dec X up from XXX% growth in the first X months. Q3 sales 9.8B 9M net income 4.62B operating margin XX% even as FX is set to shave X% off full year sales"
X Link 2025-12-03T08:26Z 110.3K followers, 7999 engagements

"Reuters charts using TrendForce & Counterpoint data show DRAM supplier inventories collapsing from 15-17 weeks in late 2024 to about X weeks now while SK Hynix Samsung & Micron $MU control XX% of supply SK Hynix sees shortages running into late 2027 as AI demand soaks it up"
X Link 2025-12-03T09:22Z 110.2K followers, 24.3K engagements

"CrowdStrike $CRWD on AI as the core long term driver: AI represents our largest opportunity and demand driver yet. We're using AI to revolutionize cybersecurity and even larger we're securing the world's use of AI so businesses of all sizes can adopt more AI faster securely and with confidence. The transformative work we're doing with NVIDIA is representative of how we're securing AI at its very source all the way down to its human and non-human users and its outcomes. I see this as a generational opportunity for the company. Jensen Huang summed up our market position best saying I can't"
X Link 2025-12-03T09:48Z 110.1K followers, 11K engagements

"Stranger Things X opened with 59.6M views in its first X days Netflixs $NFLX biggest English language TV debut ever and No. X overall behind Squid Game S2 and S3. That is roughly XXX% higher than the S4 launch and all X seasons hit the Top XX at once"
X Link 2025-12-03T10:06Z 110.1K followers, 21.5K engagements

"COMMERCE SEC. HOWARD LUTNICK: PRICES DON'T MOVE UNLESS TARIFFS ARE ABOVE 50%"
X Link 2025-12-03T15:08Z 110.2K followers, 7663 engagements

"Crypto and crypto-related names are trying to show some signs of life as Bitcoin gets back above $90K $BTC $TONX $COIN $CRCL $BLSH $BMNR $MSTR"
X Link 2025-12-03T17:22Z 110K followers, 8571 engagements

"Bloomberg says Intel $INTC finished a strategic review of its networking division and decided to keep it in house rather than sell or spin it"
X Link 2025-12-03T19:33Z 110.2K followers, 36K engagements

"$SYM launched a 10M share Class A offering with 6.5M new shares from the company and 3.5M from SoftBanks SVF Sponsor III plus a XX day option for another 1.5M shares"
X Link 2025-12-03T21:24Z 110.1K followers, 16.9K engagements

"PARAMOUNT $PSKY RAISES BREAKUP FEE IN WARNER BROS. $WBD BID TO $X BILLION"
X Link 2025-12-03T22:40Z 110.1K followers, 15K engagements

"Today's Key Events (All EST) 12/04/2025 07:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 08:30: US Continued Jobless Claims 12:00: Fed's Bowman Speaks Before Open 👇 06:50: Dollar General $DG 08:00: Kroger $KR 06:45: Build-A-Bear Workshop $BBW 06:30: Hormel Foods $HRL 04:00: UP Fintech Holding $TIGR 07:05: Science Applications International $SAIC 05:25: Canadian Imperial Bank of Commerce $CM 06:00: Donaldson $DCI 06:50: Genesco $GCO 06:00: TD Bank $TD 07:30: Americas CarMart $CRMT 06:00: BRP $DOOO After Hours 👇 16:05: DocuSign $DOCU 16:05: Rubrik $RBRK 16:05: SentinelOne $S"
X Link 2025-12-04T07:10Z 110.1K followers, 8124 engagements

"Rosenblatt Raises $LITE PT to $XXX from $XXX - Buy Analyst comments: "After our recent Bus Tour meeting with management we are increasing our Lumentum estimates and price target. A wise man once said early on that artificial intelligence would be the Mother of All Cycles and this has never been more apparent for the best-positioned companies. We see Lumentum as the single best-positioned name in our coverage for AI scale-up scale-out and scale-across. The next tier includes Fabrinet (FN Buy) and Ciena (CIEN Buy). Coherent (COHR Buy) is now more of a show-me storycan it execute in 200G"
X Link 2025-12-04T12:36Z 110.2K followers, 12.8K engagements

"$CRM 2x leveraged ETF $CRMG is just up X% as the print was basically steady not spectacular for the street. Q3 rev in line cRPO billings and margins a bit better Agentforce already at $540M ARR with 300%+ growth and Data+AI X% of ARR. Near term it is still an X% grower with management talking re-accel in 1218 months if AI ramps the way they expect"
X Link 2025-12-04T16:17Z 110.3K followers, 8136 engagements

"$COST shares are trading lower after November sales. Total comps were +6.9% vs +6.6% in October but U.S. slowed to +6.0% and +5.8% ex gas/FX vs +6.7% in October"
X Link 2025-12-04T16:53Z 110.1K followers, 10.4K engagements

"OpenAI is partnering with Aussie data center operator NextDC on a $4.6B hyperscale AI campus and GPU supercluster at Eastern Creek in Sydney per Bloomberg. It will serve customers like CBA Wesfarmers Canva and Virgin Australia as part of OpenAIs broader APAC buildout"
X Link 2025-12-05T03:35Z 110.1K followers, 11K engagements

"Morgan Stanley Upgrades $MP to Overweight from Equalweight Raises PT to $XX from $XXXXX Analyst comments: "MP is developing a fully domestic rare earth mine-to-magnet supply chain in the United States with plans to begin commercial production of permanent magnetsused in most electric vehicle motors a growing number of offshore wind turbines and the long-term attractive humanoids marketby the end of 2025. Geopolitical tensions although temporarily subdued continue to raise doubts about the supply of these critical components and elevate MPs strategic value as evidenced by the historic deal"
X Link 2025-12-05T05:35Z 110.3K followers, 12.2K engagements

"Korean press says LG Electronics and LG Energy Solution signed an MOU with Microsoft $MSFT to supply turnkey AI data center infrastructure in the US worth potentially billions a year. LG told regulators Microsoft and LG affiliates are only pursuing cooperation so far"
X Link 2025-12-05T06:47Z 110.1K followers, 8896 engagements

"Jefferies Upgrades $HUM to Buy from Hold Raises PT to $XXX from $XXX Analyst comments: "Our H-contractlevel analysis of Humanas Stars diversification effort increases our 2026 and 2027 earnings per share estimates to approximately $XXXXX and $XXXXX (consensus $XXXXX and $19.47). High voluntary churn (around 15%) and significant 2026 share gains should drive even greater Stars diversification than previously expected. Even assuming roughly XXX million gross new members onboard at a X% margin and increasing the headwind from value-based contracting to XXX basis points (from XX basis points) we"
X Link 2025-12-05T07:06Z 110.2K followers, 7783 engagements

"Moore Threads the GPU startup often called Chinas Nvidia exploded in its Shanghai debut raising about $1.1B and finishing around a $43B market cap after shares jumped nearly 470%"
X Link 2025-12-05T07:23Z 110K followers, 16.6K engagements

"AMAZON $AMZN PAYS ITALY 180M EUROS TO END TAX LABOUR PROBE - REUTERS"
X Link 2025-12-05T09:24Z 110.1K followers, 9319 engagements

"BofAs Michael Hartnett says the year end Santa rally could get clipped if the Fed delivers a dovish cut next week since that would hint at a sharper slowdown and hit the long end. Swaps put XX% odds on a XX bp cut and fully price X cuts by Sept 2026"
X Link 2025-12-05T11:33Z 110.1K followers, 13.9K engagements

"Raymond James Double Downgrades $PSN to Market Perform from Strong Buy Analyst comments: "We are downgrading Parsons to Market Perform from Strong Buy following the Federal Aviation Administrations decision to award the approximately $XXXX billion Brand New Air Traffic Control System prime integrator role to Peraton. In our view Peratons award will be a major surprise to investors dent the psyche of the stock and eliminate significant organic upside to estimates in 2026 and 2027. Shares of Parsons had risen to the highest multiple among peers and a roughly XX% premium to the broader group"
X Link 2025-12-05T14:22Z 110.1K followers, 7760 engagements

"$DBRG SOFTBANK IS SAID IN TALKS TO BUY INVESTMENT FIRM DIGITALBRIDGE"
X Link 2025-12-05T15:09Z 110.1K followers, 9600 engagements

"Truist: Holiday Season on Track for Record Levels; $AMZN $GOOGL $META $RDDT & $ETSY as Key Beneficiaries; We expect this Holiday Season to hit a record high for US eCom & Digital Ad spending driven by a resilient consumer buoyed by a healthy job market and more efficient digital ad channels fine-tuned by advancements in AI. 3P tracking shows that aggregate QTD holiday spending (incl. Cyber-5) is off to a strong start and our own tracking of eCom names (incl. AMZN & ETSY) shows in-line/better results so far (thru 12/1). We estimate AMZN will grow its share of US ecom to XX% in 2025 from XX% in"
X Link 2025-12-05T15:42Z 110.1K followers, 13.7K engagements

"Global ad spend is seen up XXX% in 2025 to $1.14T and XXX% in 2026 per WPP Media"
X Link 2025-12-08T09:36Z 110.3K followers, 6892 engagements

"U.S. tech M&A snapped back to the strongest levels since 2021. Total deal value hit about $XXX billion which is more than the last two years combined. Source: The Information"
X Link 2025-12-08T09:57Z 110.2K followers, 7066 engagements

"WHITE HOUSE OFFICIAL: TRUMP TO UNVEIL $XX BLN AID FOR FARMERS HIT BY TRADE WAR"
X Link 2025-12-08T12:57Z 110.1K followers, 6897 engagements

"$IBM is buying Confluent $CFLT for $31/share in cash valuing the data streaming company at about $11B. Confluent has 6500+ customers and says its TAM has doubled to $100B. IBM says the deal should strengthen its data and automation stack for enterprise AI"
X Link 2025-12-08T13:03Z 110.1K followers, 9079 engagements

"Arrowhead $ARWR has dosed the 1st subjects in its Phase 1/2a trial of ARO-MAPT an RNAi drug targeting tau in early Alzheimers. First real test of their new brain-penetrant delivery system given by subcutaneous injection with up to XXX participants (healthy + early AD); initial readout from the early cohorts is expected in 2H 2026"
X Link 2025-12-08T13:53Z 110.3K followers, 7405 engagements

"WARREN: PARAMOUNT-SKYDANCE BID IS FIVE-ALARM ANTITRUST FIRE $PSKY $NFLX $WBD"
X Link 2025-12-08T19:04Z 110.3K followers, 17.2K engagements

"Amazon $AMZN is partnering with Taiwans Alchip to mass-produce Trainium X on $TSMs X nm in Q1 2026 with Trainium X on X nm to follow. Astera Labs $ALAB will supply I/O chips and Synopsys $SNPS 224G SerDes IP. Source: CTEE"
X Link 2025-08-14T08:07Z 110.4K followers, 18.7K engagements

"LEON COOPERMAN MANAGING $2.8B IN FUNDS JUST FILED ITS 13F UPDATING ITS PORTFOLIO FOR Q2'25. Adds: $GEHC $AESI Exits: $LVS $MSFT Reductions: $GOOGL $MP $CI HERES A LOOK AT ALL HIS HOLDINGS:"
X Link 2025-08-14T17:19Z 110.4K followers, 14.4K engagements

"SharkNinja $SN named Tom Brady its new global brand ambassador in a multi-year deal"
X Link 2025-10-21T13:49Z 110.5K followers, 11.5K engagements

"$MAT Mattel Q325 Earnings Highlights 🔹 Revenue: $1.74B (Est. $1.84B) 🔴; DOWN -X% YoY (7% in constant currency) 🔹 EPS (Adj.): $XXXX (Est. $1.06) 🔴; DOWN -XX% YoY 🔹 Net Income: $278M; DOWN -XX% YoY 🔹 Operating Income: $380M (Adj. $387M); DOWN -XX% YoY 🔹 Gross Margin: XXXX% (Est. 50.3%) 🔴; DOWN -310bps YoY 🔹 Adjusted Gross Margin: 50.2%; DOWN -290bps YoY Guidance (Reiterated FY25) 🔹 Adj. EPS: $1.54$1.66 (Est. $1.61) 🟡 🔹 Adj. Gross Margin: XX% (Est. 50.3%) 🟡 🔹 Net Sales: +1% to +3% constant currency 🟡 🔹 Adj. Operating Income: $700M$750M 🔹 Free Cash Flow: $500M 🔹 Adj. Tax Rate:"
X Link 2025-10-21T20:13Z 110.4K followers, 9967 engagements

"$PLUG Power said it deployed hydrogen fuel cell systems at Floor & Decors distribution center in Frederickson Washington. The setup powers XX pieces of equipment marking the retailers first zero-emission material handling fleet. The system includes a 10000-gallon liquid hydrogen tank vaporizers compressors and a high-capacity dispenser eliminating over XXX metric tons of CO annually equal to avoiding about 45000 gallons of gasoline. The installation also captures and reuses around XXX liters of water per day for facility operations"
X Link 2025-10-23T11:10Z 110.6K followers, 11.5K engagements

"$SOFI Technologies Q325 Earnings Highlights 🔹 Revenue: $961.6M (Est. $887.24M) 🟢; UP +38% YoY 🔹 Adj EPS: $XXXX (Est. $0.08) 🟢; UP +120% YoY 🔹 Fee-Based Revenue: $408.7M; UP +50% YoY FY25 Guidance (Raised) 🔹 Adj EPS: $XXXX (Est. $0.32) 🟢 🔹 Net Revenue: $3.54B (Est. $3.458B) 🟢; UP +36% YoY 🔹 Adj EBITDA: $1.04B (29% margin) 🔹 Net Income: $455M (13% margin) 🔹 New Members: 3.5M; UP +34% YoY 🔹 Tangible Book Value: $7.39B ( $2.5B vs 2024) Q3 Members & Products 🔹 Members: 12.6M; UP +35% YoY (record +905k in Q3) 🔹 Total Products: 18.6M; UP +36% YoY 🔹 Financial Services Products: 16.1M;"
X Link 2025-10-28T11:12Z 110.4K followers, 82.4K engagements

"$RGEN Repligen Q325 Earnings Highlights 🔹 Revenue: $189M (Est. $181.78M) 🟢 🔹 EPS: $XXXX (Est. $0.42) 🟢 FY25 Guidance 🔹 EPS: $1.65$1.68 (Est. $1.69) 🔴 🔹 Revenue: $729$737M (Est. $727.8M) 🟢"
X Link 2025-10-28T11:46Z 110.4K followers, 9615 engagements

"WESTERN UNION $WU is entering the stablecoin game. The company plans to launch a USD-backed token called USDPT on Solana in the first half of 2026 issued by Anchorage Digital Bank per WSJ"
X Link 2025-10-28T16:48Z 110.4K followers, 9204 engagements

"Arista Networks $ANET launched its new R4 router portfolio for AI data centers. The lineup includes 800G systems and new XXX Tbps HyperPorts to support distributed AI workloads. The flagship 7800R4 system scales up to XXX ports of 800GbE while the 7280R4 and 7020R4 target spine and leaf roles"
X Link 2025-10-29T13:06Z 110.4K followers, 8929 engagements

"$TAP Molson Coors Q325 Earnings Highlights 🔹 Revenue: $2.97B (Est. $3.04B) 🔴; DOWN X% YoY 🔹 Adj. EPS: $XXXX (Est. $1.71) 🔴; DOWN X% YoY Guidance (Reaffirmed low end of range expected): 🔹 FY25 Net Sales: X% to X% CC (low end) 🔹 FY25 Adj. EPS: X% to XX% YoY (low end) 🔹 FY25 Pretax Income: XX% to XX% CC (low end) 🔹 Free Cash Flow: $1.3B XX% (low end) 🔹 Capex: $650M X% 🔹 Effective Tax Rate: 2224% Segment Highlights: Americas: 🔹 Revenue: $2.26B (3.6% YoY) 🔹 Volumes: XXX% Financial XXX% Brand 🔹 Adj. Pretax Income: $388M (7% CC) 🔹 Strength in pricing and mix (+3%) offset by weak"
X Link 2025-11-04T11:39Z 110.6K followers, 9989 engagements

"$YUM Brands said its reviewing strategic options for Pizza Hut which could include a sale joint venture or partial stake divestiture as the chain continues to lag. Q3 same-store sales for Pizza Hut fell X% while Taco Bell rose X% and KFC gained 3%. Pizza Huts U.S. market share fell to XXXX% from XXXX% in 2019. CEO Chris Turner said the brands full value may be better realized outside of Yum"
X Link 2025-11-04T14:37Z 110.4K followers, 9911 engagements

"$ANET Arista Networks Q325 Earnings Highlights 🔹 Revenue: $2.31B (Est. $2.26B) 🟢; UP +27.5% YoY 🔹 Adj. EPS: $XXXX (Est. $0.72) 🟢; UP +25% YoY 🔹 Adj. Gross Margin: XXXX% (Est. 63.2%) 🟢; UP +60bps YoY Q425 Guidance 🔹 Revenue: $2.3B$2.4B (Est. $2.33B) 🟡 🔹 Adj. Gross Margin: 62%63% (Est. 63.2%) 🟡 🔹 Adj. Operating Margin: 47%48% (Est. 47.3%) 🟢 Updates 🔹 ESUN collaboration (Ethernet for Scale-Up Networks) unveiled at OCP 🔹 CloudVision AI observability & new AI agents for network ops 🔹 Kenneth Duda named President & CTO; Tyson Lamoreaux joins as SVP Cloud & AI Networking"
X Link 2025-11-04T21:07Z 110.4K followers, 24.6K engagements

"Armis raised $435M valuing the cybersecurity startup at $6.1B. The round was led by Goldman Sachs Alternatives with CapitalG also participating. Armis recently passed $300M ARR (up from $200M less than a year ago). The company is targeting an IPO in 202627 with a longer-term goal of hitting $1B ARR"
X Link 2025-11-05T12:52Z 110.3K followers, 8487 engagements

"$TH Q3 Earnings Highlight 🔹 REV: $99.4M (est. $85.3M) 🟢 🔹 EPS: -$0.01 (est. -$0.06) 🟢 🔹 Sees FY25 Revenue $310$320M (est. $313.8M) 🟡 ===== $WRBY Q3 🔹 REV: $221.68M (est. $224.49M) 🔴 🔹 EPS: $XXXX (est. $0.08) 🔴 🔹 Sees FY25 Revenue $871$874M (est. $886M) 🔴 ===== $USFD Q3 🔹 REV: $10.19B (est. $10.18B) 🟢 🔹 EPS: $XXXX (est. $1.03) 🟢 FY25 Outlook (narrowed): 🔹 Net sales growth: XX% (prev 46%) 🟡 🔹 Adj. EBITDA growth: 1012% (prev 9.512%) 🟢 🔹 Adj. Diluted EPS growth: 2426% (prev 19.523%) 🟢 ===== $GVA Q3 🔹 REV: $1.43B (est. $1.51B) 🔴 🔹 EPS: $XXXX (est. $2.36) 🟢 FY25 Outlook:"
X Link 2025-11-06T11:52Z 110.5K followers, 7842 engagements

"39 Earnings Highlights Roundup $VST Q3 🔹 REV: $4.97B (est. $6.91B) 🔴 Guidance (FY25): 🔹 Adj. EBITDA: $5.7$5.9B 🟡 🔹 Adj. FCFbG: $3.3$3.5B 🟢 Guidance (FY26): 🔹 Adj. EBITDA: $6.8$7.6B 🟢 🔹 Adj. FCFbG: $3.925$4.725B 🟢 ===== $NRG Q3 🔹 REV: $7.64B (est. $7.55B) 🟢 🔹 EPS: $XXXX (est. $1.92) 🟢 Guidance (FY25): 🔹 EPS: $7.55$8.15 (est. $7.77) 🟡 ===== $COP Q3 🔹 EPS: $XXXX (est. $1.45) 🟢 Outlook: 🔹 Q4 Production: 2.302.34 MMBOED 🟡 🔹 FY Production raised to XXXXX MMBOED 🟢 ===== $ROK Q4 🔹 REV: $2.32B (est. $2.21B) 🟢 🔹 EPS: $XXXX (est. $2.94) 🟢 Guidance (FY26): 🔹 EPS: $11.20$12.20"
X Link 2025-11-06T12:26Z 110.5K followers, 19.5K engagements

"Citi placed both Sweetgreen $SG and $CAVA on a 90-day upside catalyst watch"
X Link 2025-11-12T09:12Z 110.6K followers, 9906 engagements

"Ray Dalios Bridgewater Q3 portfolio is out. Here are some of the top new positions they opened: Reddit $RDDT Robinhood $HOOD Applied Materials $AMAT Amphenol $APH Credo $CRDO Autodesk $ADSK Charles Schwab $SCHW Union Pacific $UNP Interactive Brokers $IBKR Check Point Software $CHKP monday .com $MNDY CoreWeave $CRWV Bank of America $BAC Teradyne $TER Schlumberger $SLB Instacart $CART Lockheed Martin $LMT FNB Corp $FNB Palantir $PLTR Aptiv $APTV Teva Pharma Medpace $MEDP Duolingo $DUOL Madrigal Pharma $MDGL Primoris $PRIM DuPont $DD Roblox $RBLX American Express $AXP Upwork $UPWK nVent Electric"
X Link 2025-11-13T23:03Z 110.4K followers, 83.3K engagements

"Today's Key Events (All EST) 11/17/2025 09:00: Fed's Williams 09:30: Fed's Jefferson 13:00: Fed's Kashkari 15:35: Fed's Waller Before Open 👇 05:00: XPeng $XPEV 07:50: JinkoSolar $JKS 06:30: Full Truck Alliance $YMM 06:35: Aramark $ARMK 06:15: H World Group $HTHT After Hours 👇 18:00: $TCOM 16:15: $XP"
X Link 2025-11-17T07:35Z 110.5K followers, 20.5K engagements

"The crypto brokerage and wallet provider Blockchain .com is aiming to go public via IPO in 2026 per The Information"
X Link 2025-11-17T16:44Z 110.6K followers, 10.6K engagements

"Amer Sports $AS raised its 2025 outlook following Q3 beat. Revenue rose XX% to $1.76B and adj EPS came in at $XXXX vs $XXXX est. New 2025 guide calls for sales growth of XX% to XX% gross margin around XX% and EPS of $XXXX to $XXXX with double digit growth across Technical Apparel Outdoor Performance and Ball & Racquet"
X Link 2025-11-18T12:32Z 110.5K followers, 9015 engagements

"ANTHROPIC VALUED AT $350B AFTER MICROSOFT NVIDIA DEAL: CNBC"
X Link 2025-11-18T15:53Z 110.4K followers, 12.3K engagements

"$TJX Companies Q3 Earnings Highlights: 🔹 Revenue: $15.1B (Est. $14.84B) 🟢 🔹 EPS: $XXXX (Est. $1.23) 🟢 🔹 Sees Q4'26 EPS: $1.33$1.36 (Est. $1.37) 🔴"
X Link 2025-11-19T12:34Z 110.5K followers, 8221 engagements

"REGENERON $REGN HALTED NEWS PENDING"
X Link 2025-11-19T21:06Z 110.5K followers, 13.4K engagements

"Regeneron $REGN says the FDA just approved EYLEA HD for macular edema tied to retinal vein occlusion with dosing up to every X weeks after the initial monthly phase. The FDA also cleared monthly dosing across all EYLEA HD indications. Approval came off the Phase X QUASAR trial which hit its primary endpoint"
X Link 2025-11-19T21:11Z 110.5K followers, 13.5K engagements

"ByteDance was recently valued at about $480B in a secondary sale after Capital Today bought roughly $300M of shares from Bank of China Group Investment well above prior employee buyback levels near $330B"
X Link 2025-11-20T09:09Z 110.5K followers, 11.1K engagements

"Bear Cave put out a short report on Sportradar $SRAD arguing investors overrate its business quality and moat and highlighting rising competition pressure from prediction markets and allegations the company helps facilitate the same crooked gambling it claims to police"
X Link 2025-11-20T15:42Z 110.6K followers, 10.4K engagements

"Tyson $TSN is shutting down one of the biggest beef plants in the country its Lexington Nebraska facility that employs about 3000 workers and can process close to 5000 cattle a day. The move comes after a brutal year for the company with cattle costs up almost $X billion and its beef division posting a $XXX million adjusted loss. The U.S. cattle herd is at its smallest since the 1950s which has crushed packer margins even with near record beef prices. The closure also lands as the White House pressures major processors to bring prices down and as DOJ probes possible industry collusion"
X Link 2025-11-21T20:59Z 110.4K followers, 50.3K engagements

"JPMorgan Upgrades $ALV to Overweight from Neutral Raises PT to $XXX from $XXX Analyst comments: "We upgrade Autoliv driven by our analysis that China represents a transformational growth opportunity for the company. Autolivs strategic positioning accelerating market share gains deepening relationships with Chinese original equipment manufacturers and robust product launch cadence in China support our positive outlook. We believe Autoliv is positioned to outperform as the China auto market evolves with the companys operational agility and innovation providing a sustainable competitive edge. We"
X Link 2025-11-26T09:09Z 110.6K followers, 7965 engagements

"Bloomberg: Pelotons $PTON new AI powered Cross Training Series is off to a slow start with retailers saying demand is modest eight weeks after launch. Peloton raised equipment prices about XX% and subs about XX% is offering Black Friday discounts up to $1.5k and guides holiday quarter revenue to $665685m roughly flat year on year after a recent recall of about 878k Bike+ units"
X Link 2025-11-26T14:47Z 110.4K followers, 23.3K engagements

"CME outage: contracts affected S&P XXX futures Nasdaq XXX futures Russell 2000 futures Dow Jones futures SOFR futures Euro FX Japanese yen British pound WTI crude Comex copper Comex gold Henry Hub nat gas"
X Link 2025-11-28T07:41Z 110.5K followers, 51.2K engagements

"Societe Generale's Juan Valencia: The % of corporate defaults has been higher in the U.S. than in Europe since mid-2023 resulting in a weaker performance of U.S. high-yield credit versus its European equivalent. Corporate defaults in Europe have stayed relative low ranging between X% and X% although the levels are starting to rise"
X Link 2025-11-28T15:47Z 110.4K followers, 10.4K engagements

"BOJ Governor Ueda just signaled the board will consider a rate hike at the Dec XX meeting with swaps now pricing XX% odds for December and XX% by January. JGB 10Y is near XXXX% and 20Y around XXXX% the highest since 2008 and 1999 and the yen is firmer"
X Link 2025-12-01T06:43Z 110.5K followers, 12.2K engagements

"Puerto Ricos oversight board has given conditional approval to New Fortress Energys $NFE $3.2B 7-year LNG supply deal for San Juan and Palo Seco. The revised contract trims what was a 15-year $20B proposal adds backup third party supply & pushes for more open port access"
X Link 2025-12-01T12:10Z 110.4K followers, 7898 engagements

"Vaccine makers under pressure this morning after an internal FDA memo said staff reviewing XX pediatric deaths between 2021 to 2024 judged no fewer than XX as possibly linked to COVID shots. Findings arent peer reviewed yet and a CDC panel meets next week. $MRNA $PFE $NVAX"
X Link 2025-12-01T12:25Z 110.4K followers, 9524 engagements

"Shopify $SHOP said merchants did about $6.2B of Black Friday sales up XX% YoY (22% ex FX) vs roughly X% and X% BF growth at Salesforce & Adobe But BFCM trends through Sunday look closer to XX% growth below the XX% 4Q GMV baked into Street models so the stock is getting hit"
X Link 2025-12-01T12:58Z 110.3K followers, 14.5K engagements

"Wolfspeed $WOLF says it received $698.6M in Section 48D AMIC cash tax refunds from the IRS part of about $1B in expected credits. Cash on hand is now roughly $1.5B with about $192M earmarked to retire $175M of debt and the rest for general use and SiC expansion"
X Link 2025-12-01T13:13Z 110.5K followers, 9608 engagements

"MicroStrategy $MSTR down another X% today now trading at its lowest level since October 2024"
X Link 2025-12-01T14:34Z 110.5K followers, 10.2K engagements

"Morgan Stanley now models about 5M TPUs in 2027 and 7M in 2028 for $GOOGL 12M units over X years versus 7.9M over the prior X. They estimate every 500k TPUs sold could add roughly $13B in revenue and $XXXX to EPS with 1GW TCO on TPUs near $700M a year about XX% below $NVDA GPU stacks"
X Link 2025-12-01T15:55Z 110.5K followers, 21.8K engagements

"Starbucks $SBUX reaches $XXXX million settlement with NYC on worker protection violations - WSJ"
X Link 2025-12-01T20:05Z 110.6K followers, 9417 engagements

"Today's Key Events (All EST) 12/02 08:55: US Redbook YoY 10:00: Fed's Bowman Testifies to House 14:00: President Trump to make a big announcement Before Open 👇 06:00: Bank of Nova Scotia $BNS 06:50: Signet Jewelers $SIG 07:00: United Natural Foods $UNFI After Hours 👇 16:05: Marvell Technology $MRVL 16:10: CrowdStrike $CRWD 16:05: GitLab $GTLB 16:05: Pure Storage $PSTG 16:05: American Eagle Outfitters $AEO 16:00: Okta $OKTA 16:05: Asana $ASAN 16:05: Box $BOX 16:15: Leslie's $LESL"
X Link 2025-12-02T07:22Z 110.4K followers, 13.2K engagements

"$MDB CEO: "There is a super high-growth AI company that is doing very well & will become a very large company. I've absolutely no doubts about that. They were not able to scale w/ Postgres & few other tech Redis & so on that they were using & they moved completely to MongoDB""
X Link 2025-12-02T10:09Z 110.5K followers, 16.1K engagements

"JPMorgan on "Is AI a bubble" Unlike past episodes of speculative excess todays AI cycle is being largely financed by profitable cash-rich firms and underpinned by robust demand. The tech sectors free cash flow margin near XX% is more than double its late 1990s level underscoring both robust profitability and the capacity to self-fund AI investment. AI spending is also translating into monetized demand for AI hardware cloud services and software helping justify continued investment. Indeed bubbles burst into nothing but the AI theme is building real infrastructure to meet growing demand. Still"
X Link 2025-12-02T10:25Z 110.5K followers, 179.8K engagements

"$TSLA's China numbers finally flashed a bit of green in November. Shanghai shipped about 86.7K vehicles up XX% YoY & the 2nd-highest monthly total this year after September from a plant that can build up to 950k cars a year and accounts for roughly XX% of Teslas capacity"
X Link 2025-12-02T12:56Z 110.4K followers, 7873 engagements

"Wedbush Reiterates Outperform Rating on $U Raises PT to $XX from $XX Analyst comments: "We are adding Unity to Wedbushs Best Idea List as Unity holds a strong position in the expanding game engine and mobile advertising markets which should support sustained revenue and profit growth over the coming years. We consider the shares undervalued at current levels with potential for revenue and earnings to exceed consensus estimates. This outlook is bolstered by ongoing enhancements to Unity's advertising platform core game engine capabilities and the recent launch of alternative payment solutions"
X Link 2025-12-02T12:57Z 110.5K followers, 7959 engagements

"Stifel Upgrades $TER to Buy from Hold Raises PT to $XXX from $XXX Analyst comments: "Looking toward 2026 and beyond we expect growth to accelerate reflecting a favorable structural shift in Teradynes test revenue composition (even before considering potential share gain in the AI GPU/ASIC market). We think Teradynes positioning and growth dynamics in AI networking remain somewhat under-appreciated while growth in AI training and inference supports an improved and resurgent memory (DRAM + data storage) outlook. Smartphone and consumer-driven end markets historically core growth drivers of test"
X Link 2025-12-02T14:34Z 110.4K followers, 6679 engagements

"AMAZON $AMZN RETAIL EXEC DEPARTS FOR BIZDEV ROLE AT OPENAI AFTER 17+ YEARS: THE INFORMATION"
X Link 2025-12-02T14:44Z 110.6K followers, 8626 engagements

"Forbes says $OKLO is closer to a paper reactor than a utility play. Youve got a roughly $14B market cap on zero revenue an NRC application that was previously denied a 1350 MW pipeline that likely does not translate to real revenue until late in the decade and heavy dilution risk from a $3.5B shelf. All while SMR peers like NuScale X-energy and Kairos already have approvals big equity checks and concrete going in the ground"
X Link 2025-12-02T15:31Z 110.4K followers, 63.2K engagements

"$NVDA and $AMZN are deepening their AI tie-up: AWS will plug NVIDIAs NVLink Fusion into its own silicon stack (Trainium4 Graviton Nitro) and add Blackwell GPUs while Nemotron models land on Amazon Bedrock and OpenSearch gets cheaper faster GPU vector indexing. $AMD"
X Link 2025-12-02T16:10Z 110.5K followers, 31.3K engagements

"TRUMP: WE HAVE FED CHAIR CANDIDATES DOWN TO ONE"
X Link 2025-12-02T18:47Z 110.4K followers, 10.9K engagements

"TRUMP REFERS TO KEVIN HASSETT AS POTENTIAL FED CHAIR"
X Link 2025-12-02T19:58Z 110.4K followers, 11.9K engagements

"$THO Q1'26 Earnings Highlights Results: 🔹 Revenue: $2.39B (Est. $2.05B) 🟢 🔹 EPS: $XXXX (Est. -$0.07) 🟢 FY'26 Guidance: 🔹 Revenue: $9.0B$9.5B (Est. $9.47B) 🟡 🔹 EPS: $3.75$4.25 (Est. $4.07) 🟡"
X Link 2025-12-03T11:37Z 110.5K followers, 6589 engagements

"$UBER'S CEO PLANNING TRIP TO ASIA NEXT WEEK. TO VISIT TAIWAN HONG KONG FOR FIRST TIME"
X Link 2025-12-03T11:42Z 110.5K followers, 10.2K engagements

"$M Q3'25 Earnings Highlights 🔹 Revenue: $4.71B (Est. $4.62B) 🟢; DOWN -XXX% YoY 🔹 Adj. EPS: $XXXX (Est. -$0.14) 🟢 🔹 Total Comp Sales: +2.5% (owned); +3.2% (O+L+M) FY25 Guide: 🔹 Adj EPS: $2.00$2.20 (prior $1.70$2.05) 🟢 🔹 Net Sales: $21.48B$21.63B (prior $21.15B$21.45B) 🟢 🔹 Comp O+L+M: flat to +0.5% vs 2024 (prior down XXX% to down 0.5%) 🟢 🔹 Go-forward Comp O+L+M: flat to +1.0% (prior down XXX% to flat) 🟢 🔹 Adj EBITDA Margin: 7.8%8.0% (prior 7.4%7.9%) 🟢 Other Q3 Metrics: 🔹 Macys Go-forward Comp: +2.7% (O+L+M) 🔹 Bloomingdales Comp: +8.8% (owned); +9.0% (O+L+M) 🔹 Bluemercury"
X Link 2025-12-03T11:59Z 110.6K followers, 6588 engagements

"$UBER and $NBIS's Avride just launched all electric robotaxi rides in Dallas covering about nine square miles from Downtown to Uptown Turtle Creek and Deep Ellum. Riders who request UberX Comfort or Comfort Electric can be matched with an Avride at no extra cost with an on board safety specialist for now & fully driverless service planned later"
X Link 2025-12-03T12:01Z 110.5K followers, 43.6K engagements

"MICROSOFT LOWERS AI SOFTWARE SALES QUOTAS AS CUSTOMERS RESIST NEWER PRODUCTS - THE INFORMATION $MSFT $NVDA"
X Link 2025-12-03T14:06Z 110.4K followers, 55.9K engagements

"Netflix $NFLX is trading lower even after a record debut for Stranger Things with investors worried about the potential $WBD bid"
X Link 2025-12-03T14:48Z 110.4K followers, 28.2K engagements

"$PVH Q3'26 Earnings Highlights 🔹 Revenue: $2.29B (Est. $2.28B) 🟢 🔹 EPS: $XXXX (Est. $2.53) 🟢 🔹 Sees FY26 EPS: $10.85$11.00 (Est. $10.88) 🟡"
X Link 2025-12-03T21:18Z 110.4K followers, 8480 engagements

"Alaska Air Group $ALK cut its Q4 2024 EPS guide to about $XXXX from at least $XXXX citing roughly $XXXX hit from an October IT/cloud outage about $XXXX from shutdown-driven FAA flight cuts (600 cancellations 40000 passengers) plus higher fuel and taxes. Revenue is back to positive YoY but still below pre-shutdown trends"
X Link 2025-12-03T21:42Z 110.4K followers, 9387 engagements

"$HIMS & Hers is entering Canada with its Livewell acquisition planning a 2026 weight loss program timed with the first generic semaglutide and targeting a market where 2/3 of adults are overweight or obese"
X Link 2025-12-04T13:31Z 110.6K followers, 13.6K engagements

"$BP IN ADVANCED TALKS TO SELL $8BN CASTROL UNIT TO STONEPEAK - FT"
X Link 2025-12-04T15:42Z 110.6K followers, 8452 engagements

"$AMD CEO SU: AMD WILL PAY XX% TAX ON MI308 CHIP EXPORTS TO CHINA"
X Link 2025-12-04T17:57Z 110.5K followers, 15.1K engagements

"Target $TGT is testing new next day delivery models as it tries to work out of a XX quarter sales slump"
X Link 2025-12-04T18:27Z 110.4K followers, 9203 engagements

"ESTEE LAUDER $EL CEO LA FAVERIE: FOCUSED ON INCUBATING NEW BRANDS AS PART OF GROWTH STRATEGY"
X Link 2025-12-04T19:17Z 110.5K followers, 11K engagements

"$INTC down X% after UBS as mgmt flagged more gross margin noise from Lunar Lakes external wafer costs a flat to down 2026 capex outlook if foundry wins dont show up & kept the option open to separating the foundry and product businesses if performance doesnt improve"
X Link 2025-12-04T19:54Z 110.4K followers, 32.1K engagements

"U.S. just cleared a potential $2.68B sale of air strike weapons and related gear to Canada with Boeing $BA and $RTX as the main contractors. Still an approval for a possible deal not a done contract yet"
X Link 2025-12-04T20:45Z 110.5K followers, 8343 engagements

"From Amazon to Uber pre-profit losses were only tens of billions. WSJ-sourced chart now has OpenAI on track to burn 150B+ and Anthropic 30B from 202429"
X Link 2025-12-04T20:55Z 110.4K followers, 9835 engagements

"$DOMO Q3'26 Earnings Snapshot 🔹 Revenue: $79.4M (Est. $79.03M) 🟢 🔹 EPS: $XXXX (Est. -$0.05) 🟢 FY26 Guide: 🔹 Revenue: $317.5M - $318.5M (Est. $318.0M) 🟡 🔹 EPS: $XXXX - $XXXX (Est. -$0.15) 🟢"
X Link 2025-12-04T21:06Z 110.5K followers, 8933 engagements

"$SOFI TECHNOLOGIES TO OFFER $1.5B OF SHARES"
X Link 2025-12-04T21:19Z 110.4K followers, 23.8K engagements

"$TTAN Q3'26 Earnings Snapshot 🔹 Revenue: $249.2M; +4.6% YoY (vs $238.3M last year) 🔹 EPS: $XXXX (Est. $0.15) 🟢 Q426 Guide: 🔹 Revenue: $244M$246M (Est. $242.6M) 🟢 FY26 Guide: 🔹 Revenue: $951M$953M (Est. $938.6M) 🟢"
X Link 2025-12-04T21:24Z 110.4K followers, 10.5K engagements

"$OKLO announces $XXX billion equity at-the-market sales program"
X Link 2025-12-04T22:03Z 110.4K followers, 41.1K engagements

"WSJ says SoftBanks Son is working with the Trump admin on a network of Trump Industrial Parks on federal land aiming to channel part of Japans pledged $550B trade-deal money into US AI factories & chip/DC gear with the US keeping XX% of profits after Japan recoups its stake"
X Link 2025-12-05T02:25Z 110.4K followers, 30.5K engagements

"WARNER BROS. $WBD IS SAID TO BEGIN EXCLUSIVE DEAL TALKS WITH $NFLX NETFLIX"
X Link 2025-12-05T03:30Z 110.4K followers, 22.5K engagements

"Bloomberg reports BOJ officials are leaning toward a XX bp hike at the Dec. XX meeting which would take the policy rate to XXXX% (highest since 1995) as long as theres no major shock and signal room for further gradual increases if their growth and wage outlook plays out"
X Link 2025-12-05T04:36Z 110.5K followers, 9593 engagements

"Goldman Sachs Reiterates Buy on $AMZN PT $XXX Analyst comments: "We recap Amazon's annual AWS re:Invent conference where management outlined a range of new product and service announcements tied to their view of how the public cloud industry will evolve particularly in artificial intelligence machine learning and custom silicon. Combined with Amazons recent earnings report we view the key takeaways from re:Invent and managements forward narrative as another positive step in improving investor sentiment around AWSs artificial intelligence thematic positioning. We see these two eventsearnings"
X Link 2025-12-05T09:25Z 110.5K followers, 24.4K engagements

"China Times citing Morgan Stanley and Fubon says TSMC CoWoS is still the bottleneck for $GOOGL TPUs. Talk of 4M units in 2026 looks unrealistic with supply chain checks closer to about XXX to 3.2M and a bigger jump to around 5M only after CoWoS capacity ramps in 2027"
X Link 2025-12-05T11:39Z 110.5K followers, 13.9K engagements

"Needham Starts $LEU at Buy PT $XXX 'Core to Unlocking U.S. Nuclear Growth Ambitions' "Centrus is moving from a profitable LEU broker into a strategic anchor of U.S. enrichment security. With Russian supply exiting SWU pricing at record highs DOE procurement frameworks in place and $3.9B of backlog Centrus stands at the center of a multi-decade domestic fuel-cycle rebuild. Execution funding and TENEX-related volatility create noise but the companys NRC license first-mover HALEU capability and strengthened liquidity position ($1.6B cash) provide an asymmetric setup as U.S. policy mandates new"
X Link 2025-12-05T12:00Z 110.5K followers, 11.9K engagements

"Foxconn parent Hon Hai posted about $27B in November revenue up XX% YoY driven by strong Nvidia AI server demand. It expects sales to rise roughly XX% for the December quarter and is adding AI server capacity in Wisconsin and Texas while Apple remains a key customer"
X Link 2025-12-05T12:14Z 110.6K followers, 8574 engagements

"Serve Robotics $SERV is taking its Uber Eats sidewalk delivery bots to Fort Lauderdale adding Downtown and Las Olas on top of Miami as it pushes toward deploying up to 2000 robots across LA Chicago DFW Atlanta and South Florida by year end after passing 100K deliveries"
X Link 2025-12-05T12:32Z 110.5K followers, 12K engagements

"SENIOR U.S OFFICIAL TO CNBC ON WBD DEAL - SEE HEAVY SKEPTICISM $WBD $NFLX"
X Link 2025-12-05T14:15Z 110.4K followers, 9745 engagements

"Cloudflare $NET: Outage not caused by cyber attack. Attack was caused by attempts to detect fix vulnerability. December 5th outage had XX minutes total impact"
X Link 2025-12-05T15:39Z 110.5K followers, 10.1K engagements

"Muni strategists now see 2026 municipal bond issuance topping $600B above this years record $546B as states and locals keep refunding older debt and funding infrastructure with federal money rolling off. Some desks peg the range as high as $650B"
X Link 2025-12-05T17:47Z 110.4K followers, 8911 engagements

"CITIGROUP $C CLOSED ABOVE ITS BOOK VALUE FOR THE FIRST TIME SINCE 2018"
X Link 2025-12-05T21:06Z 110.6K followers, 14.6K engagements

"$IBM is reportedly close to a roughly $11B deal for Confluent $CFLT per WSJ in what would be its biggest AI data infrastructure bet yet"
X Link 2025-12-08T08:51Z 110.4K followers, 8994 engagements

"ANTERO RESOURCES $AR IS NEARING A MULTIBILLION DEAL TO ACQUIRE HG ENERGY ACCORDING TO A SUNDAY REPORT BY BLOOMBERG"
X Link 2025-12-08T09:11Z 110.5K followers, 6353 engagements

"Morgan Stanley Downgrades $TSLA to Equal-weight from Overweight Raises PT to $XXX from $XXX Analyst comments: "Tesla remains a clear global leader in electric vehicles manufacturing renewable energy and real-world AI and we continue to view it as deserving of a premium valuation. However high expectations around its non-auto businesses and AI have brought the stock closer to fair value. While it is well understood that Tesla is more than an auto manufacturer we expect a choppy trading environment over the next XX months as we see downside to near-term estimates and believe catalysts for its"
X Link 2025-12-08T09:27Z 110.5K followers, 8292 engagements

"Trump is now openly flagging Netflixs planned $72B takeover of Warner Bros Discovery as a potential antitrust problem citing the combined XX% market share. Polymarket odds of the deal closing by end 2026 dropped from about XX% to XX% after his comments. $NFLX $WBD"
X Link 2025-12-08T09:42Z 110.5K followers, 11.4K engagements

"$FULC shares are rising this morning following first XX mg data from the Phase 1b PIONEER SCD trial at ASH: at week X mean HbF rose XXX% vs XXX% on XX mg and XX% of patients reached XX% HbF a clear dose response that makes XX mg the likely go forward dose as investors wait on FDA read on the next phase"
X Link 2025-12-08T09:47Z 110.4K followers, 7410 engagements

"BofA Securities Raises $MU PT to $XXX from $XXX - Neutral "Compared to prior upcycles (personal computer smartphone 3D NAND etc.) the current artificial intelligence upcycle could be more structural in nature and sustainable. Importantly average memory content in artificial intelligence servers could be: 1) approximately 2x higher than traditional enterprise servers on a sales dollar basis 2) approximately 3x higher for the more profitable DRAM content and 3) even greater (more than 3x) for total gross profit dollars. Meanwhile more disciplined capital expenditure/capacity additions over the"
X Link 2025-12-08T10:19Z 110.6K followers, 11.4K engagements

"CITI REITERATES BUY RATING ON $BIDU PT $181; OPENS 90-DAY UPSIDE CATALYST WATCH"
X Link 2025-12-08T10:48Z 110.5K followers, 10.1K engagements

"Barclays Upgrades $KBH to Overweight from Equal Weight Raises PT to $XX from $XX Analyst comments: "We upgrade KB Home to Overweight as we prefer it on a relative basis given strong execution returning focus to build-to-order (BTO) and upside to returns long term. We think return on equity (ROE) could meaningfully recover into 2027 as KBH remains disciplined on capital allocation. We think that mix shift towards BTO could benefit its margin profile especially as it has reduced cycle times meaningfully and we see a path to XX% ROE in 2027 given its $X billion share repurchase authorization.""
X Link 2025-12-08T11:32Z 110.4K followers, 7251 engagements

"Wedbush has bumped its $AAPL target to $XXX from $XXX saying 2026 is finally the year Apple enters the AI Revolution. They expect Apple to formally step up with a Google Gemini AI partnership in early 2026 see the 2.4B iOS and 1.5B iPhone installed base as the key unlock and estimate AI monetization could add XX to XXX dollars per share over the next few years. Wedbush also expects Tim Cook to stay on through at least 2027 to steer the AI transition and keeps Apple in its IVES AI XX winners list"
X Link 2025-12-08T11:57Z 110.4K followers, 22.7K engagements

"Infinity Natural Resources $INR is buying Ohio Utica upstream and midstream assets from Antero $AR / $AM for $1.2B then selling XX% to $NOG for $588M and keeping 51%. The deal adds 71K net acres XXX mmcfe/d 110+ undeveloped laterals XXX Bcf of undeveloped reserves plus gathering and water infrastructure funded with cash and an upsized credit line and targeting about $25M in 2026 synergies"
X Link 2025-12-08T12:02Z 110.5K followers, 7616 engagements