@wallstengine Avatar @wallstengine Wall St Engine

Several major companies have recently reported earnings, including DuPont, Generac, Microsoft, and Alphabet. Microsoft has committed over $60 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 36% year-over-year revenue increase.

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Social Influence

Social category influence stocks 67.42% finance 28.17% technology brands 23.5% cryptocurrencies 9.88% countries 8.41% automotive brands 3.47% financial services #621 social networks 1.87% fashion brands 1.47% currencies 1.34%

Social topic influence ai 10.01%, ceo #3541, up to 4.67%, we are 4.14%, company #2667, $nvda #1104, in the 3.6%, eps #119, cash flow #286, flow 3.2%

Top accounts mentioned or mentioned by @grok @william_r2rclub @wolf_financial @ultimatetrad8r @mpagalavan4028 @faststocknewss @blackpanthercap @richreadsvids @systemdaddyai @luxalgo @stockmktnewz @lowbeta @voltportfolio @russfrompublic @cryptodaaddy @brandonwealth @the__chenz @ro_rademaker @joinyellowbrick @norveclifinance

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Microsoft Corp. (MSFT) Metadium (META) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Tesla, Inc. (TSLA) Allegro Microsystems Inc (ALGM) Intel Corporation (INTC) Uber Technologies, Inc. (UBER) Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Bitcoin (BTC) Robinhood Markets, Inc. (HOOD) Unity Software Inc. (U) PayPal Holdings Inc (PYPL) Strategy (MSTR)

Top Social Posts

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

"Jefferies Upgrades $BETA to Buy from Hold PT $30 Analyst comments: "Giving Beta a Push. Following our visit to Eve Air Mobility's Investor Day where BETA's pusher motors are on display following the 10-year up to $1 billion contract signed at the end of [----] we see incremental positive catalysts for the eVTOL landscape that could support shares at current levels following recent risk-off trading. Top of mind are the expected awards in March for the Department of Transportation and Federal Aviation Administrations eVTOL Integration Pilot Program which will be a key enabler to scaling the"
X Link 2026-02-11T13:18Z 126.3K followers, [----] engagements

"Today's Key Events (All EST) 02/12/2026 08:30: US Initial Jobless Claims 10:00: US Existing Home Sales 13:00: US 30-Year Bond Auction 19:00: Fed's Logan Speaks 19:05: Fed's Miran Speaks Before Open 👇 04:30: Himax $HIMX 06:00: PG&E $PCG 06:00: Check Point $CHKP 06:00: Zoetis $ZTS 06:00: GEO Group 06:30: Zebra Technologies $ZBRA 06:30: Restaurant Brands $QSR 06:45: Brookfield $BN 06:45: US Foods 06:55: American Electric Power $AEP 06:55: Hyatt $H 06:55: CBRE 07:00: Crocs $CROX 07:00: Bitdeer $BTDR 07:00: Iridium Communications $IRDM 07:05: TripAdvisor 07:30: Lincoln Electric 07:30: Sphere"
X Link 2026-02-12T08:23Z 126.3K followers, 14.5K engagements

"$ALAB Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $270.6M; +92% YoY; +17% sequentially 🔹 Adj. EPS: $0.58 (Est. $0.51) 🟢 🔹 Adj Operating Margin: 40.2% 🔹 Non-GAAP Net Income: $104.8M Q1 Guide: 🔹 Adj. EPS: $0.53$0.54 (Est. $0.52) 🟢 🔹 Revenue: $286M$297M Other Metrics: 🔹 Non-GAAP Gross Margin: 75.7% 🔹 GAAP Operating Income: $67.0M; 24.7% margin 🔹 GAAP Net Income: $45.0M; GAAP EPS: $0.25 Other Events: 🔹 CFO transition: Desmond Lynch to join as CFO effective Mar [--] 2026; Mike Tate to become Strategic Advisor to CEO Commentary: 🔸 .revenue growing by 17% sequentially to a new record level of"
X Link 2026-02-10T21:26Z 126.3K followers, 21.3K engagements

"$APP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.66B (Est. $1.61B) 🟡; +66% YoY 🔹 EPS: $3.24 (Est. $2.96) 🟢 🔹 Adj. EBITDA: $1.399B (Est. $1.3B) 🟡; +82% YoY Q1 Guide: 🔹 Revenue: $1.745B$1.775B (Est. $1.7B) 🟡 🔹 Adj. EBITDA: $1.465B$1.495B (Est. $1.4B) 🟡 🔹 Adj. EBITDA Margin: 84% Other Metrics: 🔹 Net Income: $1.102B; +84% YoY 🔹 Free Cash Flow: $1.31B Capital Return: 🔹 Buybacks/withholding: 0.8M shares for $481.7M (Q4); 6.4M shares for $2.58B (FY25) 🔹 Shares Outstanding: 338M (Class A + B; end of Q4) https://twitter.com/i/web/status/2021693378984128768"
X Link 2026-02-11T21:10Z 126.3K followers, 29.9K engagements

"$GRAB Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $906M (Est. $940.7M) 🔴; +19% YoY 🔹 On-Demand GMV: $6.1B; +21% YoY 🔹 Group MTUs: 50.5M; +15% YoY FY Guide: 🔹 Revenue: $4.04B$4.10B (Est. $4.13B) 🔴 🔹 Revenue CAGR Target: 20% (20252028) Other Metrics: 🔹 Profit for the Period: $153M 🔹 Adj. EBITDA: $148M; +54% YoY Capital Return: 🔹 Authorization: up to $500M share repurchase program Other Events: 🔹 Acquisition: Stash Financial (deal initially valued at $425M; half paid at closing; remainder paid at fair market value over [--] years) Commentary: 🔸 [----] was an incredible year in Lyfts comeback"
X Link 2026-02-11T23:17Z 126.3K followers, 21.2K engagements

"Siemens raised its FY26 EPS pre PPA outlook to [-----] to [-----] after a Q1 beat with orders up 10% to 21.4B and industrial profit up 15% to 2.9B. Digital Industries profit jumped 37% and US Smart Infrastructure orders rose 54% on data center demand tied to AI"
X Link 2026-02-12T09:07Z 126.3K followers, [----] engagements

"Raymond James Upgrades $OSCR to Outperform from Market Perform PT $18 Analyst comments: "We are upgrading OSCR to Outperform and establishing an $18 price target (10x 2027E EPS) as we see the relative valuation attractive here as margins recover across the Affordable Care Act exchange market and see OSCR as the best house in a tough neighborhood. While 4Q was worse than expectations as the company reported operating income of $334M (Street $229M) and the quarter was aided by $135M of prior-period development that is backward looking and we see a more supportive forward-looking outlook that"
X Link 2026-02-12T10:02Z 126.3K followers, 61.3K engagements

"JPMorgan Upgrades $LUXE to Overweight from Neutral Raises PT to $14 from $9 Analyst comments: "Following our investor meetings with CEO Kliger in NYC we thought it would be value-add to share our key takeaways and model implications. By the numbers: we raise our FY26E adjusted EBITDA to 11M (above the Street at -10M) and FY27E adjusted EBITDA to 73.2M (more than double consensus at 30.8M). Importantly CEO Kliger cited the multi-year path to 79% EBITDA margins (by FY29) is 'well on track' with our model reflecting 'phase 1' progression from 0.4% adjusted EBITDA margins in FY26E (including MYTE"
X Link 2026-02-12T10:29Z 126.3K followers, [----] engagements

"William Blair Reiterates $VSAT to Outperform from Outperform Analyst comments: "After the market close Southwest Airlines (LUV) announced that it is equipping more than [---] aircraft this year with SpaceXs Starlink system. We confirmed with ViaSat that Southwest will not be installing Starlink across the aircraft that are equipped with ViaSat. Rather Starlink will replace the Anuvu system that is installed on older Southwest aircraft. Southwest plans to continue having ViaSats system line-fit installed on all of its brand-new B737 MAX aircraft. ViaSats downlink and uplink capacity for its"
X Link 2026-02-12T13:58Z 126.3K followers, 13.9K engagements

"$TCOM CHINA PROBES TRIP .COM OVER ALLEGED ANTITRUST CONDUCT AND SUSPECTED MONOPOLY PRACTICES"
X Link 2026-01-14T09:54Z 126.3K followers, [----] engagements

"$GOOGL SEES [----] CAPEX $175B TO $185B EST. $119.5B"
X Link 2026-02-04T21:18Z 126.3K followers, 39.1K engagements

"$MSTR CEO: In the extreme downside if we were to have a 90% decline in Bitcoin price to $8000 which is pretty hard to imagine that is the point at which our BTC reserve equals our net debt And we'll not be able to then pay off of our convertibles using our Bitcoin reserve And we'd either look at restructuring issuing additional equity issuing an additional debt. And let me remind you this is over the course of the next five years. Right So I'm not really worried at this point in time even with Bitcoin drops. https://twitter.com/i/web/status/2019540321013797271"
X Link 2026-02-05T22:35Z 126.3K followers, 190.3K engagements

"Galaxy Digital $GLXY said its board approved a $200M share buyback for its Class A stock with purchases possible in the open market or private deals including under Rule 10b5-1 plans"
X Link 2026-02-06T14:17Z 126.3K followers, 18K engagements

"Micron $MU is trading lower after Yonhap reported Samsung plans to start mass production of HBM4 as early as this month for Nvidias next-gen AI platform Vera Rubin. The report says Samsung has cleared Nvidia qualification and secured orders while Micron has guided to ramp HBM4 in Q2 [----] raising fresh share-risk worries in the high-margin HBM market. https://twitter.com/i/web/status/2020841471767683313 https://twitter.com/i/web/status/2020841471767683313"
X Link 2026-02-09T12:45Z 126.3K followers, 186.8K engagements

"ROBINHOOD Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.28B (Est. $1.35B) 🔴; +27% YoY 🔹 EPS: $0.66 (Est. $0.63) 🟢; vs. $1.01 YoY 🔹 Adj. EBITDA: $761M (Est. $833.2M) 🔴; +24% YoY 🔹 Crypto Revenue: $221M (Est. $242M) 🔴; -38% YoY 🔹 Transaction-Based Revenue: $776M (Est. $791.6M) 🔴; +15% YoY Other Metrics: 🔹 Net Interest Revenue: $411M; +39% YoY 🔹 Other Revenue: $96M; +109% YoY 🔹 Options Revenue: $314M; +41% YoY 🔹 Equities Revenue: $94M; +54% YoY 🔹 Funded Customers: 27.0M; +7% YoY 🔹 Investment Accounts: 28.4M; +8% YoY 🔹 Total Platform Assets: $324B; +68% YoY 🔹 Gold Subscribers: 4.2M;"
X Link 2026-02-10T21:10Z 126.3K followers, 50.8K engagements

"WSJ: $META's auditor EY flagged a critical audit matter around how Meta kept a $27B data-center project off its balance sheet. Meta moved the Hyperion project into a JV with Blue Owl (Meta 20% Blue Owl funds 80%) and said it isnt the primary beneficiary of the VIE so it didnt consolidate the assets or debt. https://twitter.com/i/web/status/2021644286258016670 https://twitter.com/i/web/status/2021644286258016670"
X Link 2026-02-11T17:55Z 126.3K followers, 26.4K engagements

"$MCD Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.01B (Est. $6.81B) 🟢; +10% YoY 🔹 EPS: $3.03 (Est. $3.03) 🟡; vs. $2.80 YoY 🔹 Comparable Sales: +5.7% (Est. +3.76%) 🟢 🔹 U.S. Comparable Sales: +6.8% (Est. +5.05%) 🟢 🔹 Operating Income: $3.16B; +10% YoY Other Metrics: 🔹 Intl Operated Markets Comparable Sales: +5.2% (Est. +3.31%) 🟢 🔹 Intl Developmental Licensed Markets Comparable Sales: +4.5% (Est. +2.43%) 🟢 🔹 Full-Year Systemwide Sales: +7% to $139B+ 🔹 Systemwide Sales to Loyalty Members: $37B; +20% YoY 🔹 90-day Active Loyalty Users: 210M; +19% YoY Financials: 🔹 Adj. EPS: $3.12 (Est."
X Link 2026-02-11T21:06Z 126.3K followers, 19.5K engagements

"$EQIX Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.42B (Est. $2.46B) 🟡 🔹 EPS: $2.69 (Est. $3.71) 🔹 Q4 MRR: +10% YoY cc 🔹 Annualized Gross Bookings: $474M; +42% YoY 🔹 Interconnections: 500000+ (global) Q1 Guide: 🔹 Revenue: $2.496B$2.536B (Est. $2.472B) 🟢 🔹 Adj. EBITDA: $1.283B$1.323B 🔹 Recurring Capex: $28M$48M FY Guide: 🔹 Revenue: $10.123B$10.223B (Est. $10.085B) 🟢 🔹 Adj. EBITDA: $5.141B$5.221B (51% margin) 🔹 AFFO per Share: $41.93$42.74 🔹 Expected Cash Dividends: $2036M Other Metrics: 🔹 FY25 Revenue: $9.217B; +5% YoY 🔹 FY25 AFFO per Share: $38.33; +9% YoY 🔹 FY25 Annualized Gross"
X Link 2026-02-11T21:15Z 126.3K followers, [----] engagements

"$CGNX Q4 EARNINGS HIGHLIGHTS 🔹 Revenue: $252M (Est. $238.98M) 🟢 🔹 EPS: $0.27 (Est. $0.22) 🟢 Q1 Guide: 🔹 Revenue: $235M$255M (Est. $228.8M) 🟢 🔹 EPS: $0.22$0.26 (Est. $0.19) 🟢"
X Link 2026-02-11T21:35Z 126.3K followers, [----] engagements

"$CW Q4 EARNINGS HIGHLIGHTS 🔹 Revenue: $947M (Est. $890.25M) 🟢 🔹 EPS: $3.79 (Est. $3.68) 🟢 FY Guide: 🔹 Revenue: $3.71B$3.765B (Est. $3.694B) 🟢 🔹 EPS: $14.70$15.15 (Est. $14.61) 🟢"
X Link 2026-02-11T21:37Z 126.3K followers, [----] engagements

"PENTAGON PUSHING TO ADDAI CHATBOTS TO CLASSIFIED NETWORKS SOURCES SAY"
X Link 2026-02-12T00:50Z 126.3K followers, 14.7K engagements

"KIOXIA Q3 EARNINGS HIGHLIGHTS 🔹 Revenue: 543B (Est. 541B) 🟢 ; +20% YoY 🔹 Adj. Oper Profit: 144.7B (Est. 147B; saw $120B) 🟡 🔹 Adj. Gross Margin: 40% excluding JV-related items Q4 Guide: 🔹 Revenue (midpoint): 890B (Est. 648.2B) 🟢 🔹 Adj. Net Income (midpoint): 340B (Est. 164B) 🟢 🔹 Adj. Operating Profit: 485B (Est. 248.8B) 🟢 Q3 Sales Mix 🔹 SSD & Storage: 300.4B; UP +7.8% YoY 🔹 Smart Devices: 186.3B; UP +59.1% YoY 🔹 Mix: DC/Enterprise 60% PC & others 40% Bits (QoQ) 🔹 ASP: Low 10% range increase 🔹 Bit Growth: Mid-single-digit % increase"
X Link 2026-02-12T08:49Z 126.3K followers, 21K engagements

"William Blair Upgrades $FSLY to Outperform from Market Perform Analyst comments: "Fastly delivered a stellar quarter driven by rising contribution from agentic AI traffic which we believe is still in its infancy. At the same time customers signed larger deals with Fastly reflecting broader commitments across network delivery security and compute. The rationale for our upgrade is that we believe Fastly is likely to represent an underappreciated play on the growth in both large language model use and agentic AI. Large language models and agentic AI particularly with search and deep reasoning"
X Link 2026-02-12T09:59Z 126.3K followers, [----] engagements

"Herms reported 4Q sales up 9.8% at cc beating the 8.24% est as demand for Birkin bags drove gains across most divisions and regions The one soft spot was perfume and beauty where sales fell 14.6% and the company said it has already raised prices 5% to 6% on average in 2026"
X Link 2026-02-12T10:12Z 126.3K followers, 10.7K engagements

"China is trying to put a floor under the auto price war New rules from the State Admin for Market Regulation ban carmakers from selling vehicles below total cost including admin finance and sales overhead and also bar price-fixing and forcing dealers into money-losing sales"
X Link 2026-02-12T10:20Z 126.3K followers, 13.4K engagements

"JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee increased its take rates last week signaling a more benign competitive environment; (2) we no longer see material downside to consensus estimates for 2026E and 2027E; and (3) we believe MELI should be able to sustain a good pace of growth in Brazil in 4Q25 above 30%. The competitive environment shows signs of improvement"
X Link 2026-02-12T10:28Z 126.3K followers, 48.7K engagements

"Applied Materials $AMAT reached a settlement with the Commerce Departments BIS over alleged export control violations tied to shipments to China from Nov. [----] to July [----] agreeing to pay $252.5M"
X Link 2026-02-12T11:12Z 126.3K followers, 13.4K engagements

"TRUMP HAS AGREED TO END MINNESOTA ENFORCEMENT SURGE HOMAN SAYS"
X Link 2026-02-12T14:24Z 126.3K followers, 13.4K engagements

"$CBRE $CWK down another 12% The AI scare trade keeps intensifying: Real estate services stocks sold off hard Wednesday w/ $CBRE & $CWK down 12% their biggest drops since [----] on fears AI tools could automate parts of leasing & deal workflows & eventually pressure fee-heavy labor-intensive models. https://t.co/VH70jpG1l0 The AI scare trade keeps intensifying: Real estate services stocks sold off hard Wednesday w/ $CBRE & $CWK down 12% their biggest drops since [----] on fears AI tools could automate parts of leasing & deal workflows & eventually pressure fee-heavy labor-intensive models."
X Link 2026-02-12T16:08Z 126.3K followers, 21.9K engagements

"X is the best platform for investors and traders if you follow the right accounts. Here are a few great ones to start with: @WOLF_Bitcoin_ @LuxAlgo @KobeissiLetter @WOLF_Financial @StockMktNewz @LowBeta @ThemesETFs @JRupena @faststocknewss @OKavrak @StockTalkWeekly @LeverageShares @RedDogT3 @pennycheck @zephyr_z9 And if youre not already follow me at @wallstengine. Im sure Im missing plenty so drop your favorites in the replies"
X Link 2026-02-12T18:38Z 126.3K followers, 62.4K engagements

"Anthropic just confirmed it raised $30B at a $380B post-money valuation. The round was led by GIC and Coatue with other investors including D. E. Shaw Ventures ICONIQ and MGX per Reuters"
X Link 2026-02-12T20:05Z 126.3K followers, 17.4K engagements

"$SOFI Technologies Q325 Earnings Highlights 🔹 Revenue: $961.6M (Est. $887.24M) 🟢; UP +38% YoY 🔹 Adj EPS: $0.11 (Est. $0.08) 🟢; UP +120% YoY 🔹 Fee-Based Revenue: $408.7M; UP +50% YoY FY25 Guidance (Raised) 🔹 Adj EPS: $0.37 (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 126.3K followers, 82.6K engagements

"Needham Initiates $AMPX to Buy PT $20 Analyst comments: "We believe we are in the early innings of a global multi-year unmanned aerial systems supercycle driven by accelerating demand across both defense and commercial markets. We believe AMPX stands out as a key pure-play UAS battery supplier (80-90% of sales) supercharging this cycle by offering what we view as the 'holy grail' in disruptive silicon-anode batteries that enable drones to fly farther and stay airborne longer. Combined with new regulatory dynamics boosting the commercial UAS market we believe AMPX is uniquely positioned across"
X Link 2026-01-29T10:42Z 126.3K followers, 47.8K engagements

"Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden"
X Link 2026-02-05T22:12Z 126.3K followers, 122.3K engagements

"Amazon $AMZN disclosed new positions in $BETA and exited $SMRT $OWLT and $VITL"
X Link 2026-02-10T21:27Z 126.3K followers, 18.2K engagements

"$ASTS says it successfully deployed its BlueBird [--] satellite in orbit featuring a roughly [----] sq ft antenna that it calls the largest commercial comms array ever deployed in LEO. The company says its built for peak speeds up to [---] Mbps and targets [----] satellite launches by end of 2026"
X Link 2026-02-11T10:49Z 126.3K followers, 16.8K engagements

"$HUBS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $846.7M (Est. $830.61M) 🟢; +20% YoY 🔹 Adj. EPS: $3.10 (Est. $2.99) 🟢 🔹 Subscription Revenue: $829.0M; +21% YoY 🔹 Customers: 288706; +16% YoY FY Guide: 🔹 Revenue: $3.69B$3.70B (Est. $3.61B) 🟢 🔹 Adj. EPS: $12.38$12.46 (Est. $11.46) 🟢 🔹 Non-GAAP Operating Income: $736M$740M; 20% margin Q1 Guide: 🔹 Revenue: $862.0M$863.0M; +21% YoY 🔹 Adj. EPS: $2.46$2.48 🔹 Non-GAAP Operating Income: $144.0M$145.0M; 17% margin Other Metrics: 🔹 Non-GAAP Operating Margin: 22.6% 🔹 Calculated Billings: $971.4M; +27% YoY 🔹 Avg Subscription Revenue per Customer:"
X Link 2026-02-11T21:26Z 126.3K followers, 11.1K engagements

"SoftBank swung to a 248.6B profit in the Dec quarter helped by valuation gains on its OpenAI stake. The company said its put more than $30B into OpenAI for an 11% stake as of December with an estimated $19.8B gain and OpenAI now makes up about 30% of SoftBanks NAV"
X Link 2026-02-12T10:07Z 126.3K followers, 12.7K engagements

"TRUMPS ENERGY CHIEF TELLS TRUMP: THE US WILL SELL VENEZUELAS OIL TO CHINA"
X Link 2026-02-12T18:44Z 126.3K followers, 17.3K engagements

"Citadel CEO Ken Griffin said AI has re-empowered tech departments across businesses but the idea that 50% of entry-level white-collar jobs will disappear in [--] years is hype pushed by industry leader to help justify billions in data center spending"
X Link 2026-01-21T12:05Z 126.3K followers, 206.4K engagements

"$LRCX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.34B (Est. $5.21B) 🟢 🔹 Non-GAAP EPS: $1.27 (Est. $1.16) 🟢 🔹 Non-GAAP Gross Margin: 49.7% 🔹 Japan shipments (future revenue estimate): $226M Q3 Guide: 🔹 Revenue: $5.4B-$6.0B (Est. $5.33B) 🟢 🔹 EPS: $1.25-$1.45 (Est. $1.20) 🟢 🔹 Operating Margin: 34.0% 1% 🔹 EPS: $1.35 $0.10 Financials: 🔹 Net Income (GAAP): $1594M 🔹 Cash cash equivalents & restricted cash: $6.2B Commentary: 🔸 Lam delivered another strong quarter to cap a record year 🔸 With AI accelerating we are ramping execution velocity across the company to support our customers'"
X Link 2026-01-28T21:33Z 126.3K followers, 13.7K engagements

"$GOOGL Alphabet Q425 Earnings Highlights 🔹 Revenue: $113.83B (Est. $111.4B) 🟢; +18% YoY 🔹 EPS: $2.82; +31% YoY 🔹 OI: $35.93B (Est. $36.95B) 🔴; +16% YoY 🔸 FY26 Capex: $175B$185B (Est. $119.5B) 🟢 Segment Performance: 🔹 Google Cloud: $17.66B (Est. $16.2B) 🟢; +48% YoY 🔹 Services: $95.86B (Est. $94.9B) 🟢; +14% YoY 🔹 Advertising: $82.28B (Est. $80.89B) 🟢; +14% YoY 🔹 Search & Other: $63.07B (Est. $61.37B) 🟢; +17% YoY 🔹 YouTube Ads: $11.38B (Est. $11.78B) 🔴; +9% YoY Other Metrics: 🔹 Revenue ex-TAC: $97.23B (Est. $95.17B) 🟢; +19% YoY 🔹 Total TAC: $16.60B; +12% YoY 🔹 Employees:"
X Link 2026-02-04T21:18Z 126.3K followers, 59.1K engagements

"Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year"
X Link 2026-02-09T21:15Z 126.3K followers, 119.2K engagements

"$SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo"
X Link 2026-02-10T16:30Z 126.3K followers, 176.3K engagements

"Goldman Sachs Initiates $UUUU with Buy Rating PT $30 Analyst comments: "UUUU owns and operates the highest-grade uranium deposit in the United States as well as the White Mesa Mill which is a key competitive advantage as it is the only processing facility in the United States able to process both uranium and rare earth elements. Additionally the company maintains a portfolio of three heavy mineral sands assets expected to come online over the next five years which will supply the key feedstock monazite to support expansion into production of key light and heavy rare earths (NdPr Dy Tb). We"
X Link 2026-02-11T10:47Z 126.3K followers, 40K engagements

"$VRT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.88B (Est. $2.89B) 🟡; +23% YoY 🔹 EPS: $1.14 (Est. $1.30) 🟡 🔹 Backlog: $15.0B; +109% YoY 🔹 Organic Orders: +252% YoY; book-to-bill 2.9x 🔹 Adj. Free Cash Flow: $910M; +151% YoY FY Guide: 🔹 Revenue: $13.25B$13.75B (Est. $12.39B) 🟢 🔹 Adj. EPS: $5.97$6.07 (Est. $5.33) 🟢 🔹 Diluted EPS: $5.27$5.37 🔹 Adj. Free Cash Flow: $2.1B$2.3B Q1 Guide: 🔹 Revenue: $2.5B$2.7B (Est. $2.56B) 🟡 🔹 Adj. EPS: $0.95$1.01 (Est. $0.96) 🟡 🔹 Adj. Operating Margin: 18.5%19.5% Financials: 🔹 Adj. Operating Margin: 23.2%; +170 bps YoY 🔹 Operating Cash Flow: $1005M;"
X Link 2026-02-11T11:02Z 126.3K followers, 38.7K engagements

"UNITY $U Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $503.1M (Est. $488.95M) 🟢 🔹 Adj. EPS: $0.24 (Est. $0.21) 🟢 🔹 Adj. EBITDA: $125M; 25% margin Q1 Guide: 🔹 Revenue: $480M$490M (Est. $491.8M) 🔴 🔹 Adj. EBITDA: $105M$110M (Est. $112M) 🔴 🔹 Grow: revenue flat sequentially 🔹 Create: double-digit YoY revenue growth (excluding non-strategic revenue) Financials: 🔹 Create Revenue: $165M 🔹 Grow Revenue: $338M 🔹 Operating Cash Flow: $121M 🔹 Free Cash Flow: $119M 🔹 Cash + Cash Equivalents + Restricted Cash: $2064M (as of Dec [--] 2025) Commentary: 🔸 Fourth quarter results once again comfortably"
X Link 2026-02-11T12:10Z 126.3K followers, 41.6K engagements

"The AI scare trade keeps intensifying: Real estate services stocks sold off hard Wednesday w/ $CBRE & $CWK down 12% their biggest drops since [----] on fears AI tools could automate parts of leasing & deal workflows & eventually pressure fee-heavy labor-intensive models"
X Link 2026-02-12T09:19Z 126.3K followers, 33.2K engagements

"Samsung has begun mass production and commercial shipments of HBM4 becoming the first to bring the next gen high bandwidth memory to market. Samsung expects HBM sales to more than triple in [----] vs 2025"
X Link 2026-02-12T09:29Z 126.3K followers, 12.5K engagements

"Adyen reported 2H net revenue of 1.27B BELOW 1.28B est (+17% YoY) and guided [----] net revenue growth of 20% to 22% BELOW 22.8% expected citing slower growth from APAC online retailers and a weaker USD"
X Link 2026-02-12T10:05Z 126.3K followers, 10.2K engagements

"$NBIS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $227M (Est. $242.8M) 🔴 🔹 EPS: -$0.68 (Est. -$0.44) 🔴 🔹 YE ARR: $1.25B (vs. $900M$1.1B prior guidance) 🟢 🔹 YE26 ARR target: $7B$9B 🔹 Contracted power (YE26): 3+ GW (prior [---] GW); already secured 2+ GW Other Metrics: 🔹 End-2026 contracted power: raised to 3+ GW (prior [---] GW) 🔹 End-2025 active power: 170MW 🔹 New sites: [--] new sites across US + EMEA (per company update) Other Events: 🔹 M&A: agreement to acquire Tavily (agentic search); closes in coming weeks (terms not disclosed) 🔹 Tavily scale: 3M+ monthly SDK downloads; 1M+ developers"
X Link 2026-02-12T12:14Z 126.3K followers, 45.2K engagements

"FiscalNote $NOTE is moving into political prediction markets launching a preview at PoliticalPredictions .com and signing an MOU with 365Prediction to build out market design and the backend tech. The company said it will discuss the strategy Feb. [--] at 11:00 a.m. ET"
X Link 2026-02-12T12:28Z 126.3K followers, [----] engagements

"The US and Taiwan signed a new trade deal that cuts the US tariff on most Taiwanese exports to 15%. In return Taiwan will remove or reduce 99% of its tariff barriers on US goods and commit to $84B+ of US purchases including energy and aviation"
X Link 2026-02-13T02:01Z 126.3K followers, 17.6K engagements

"$TM Toyota is set to launch a $5.16 billion tender offer for its own shares offering [----] yen per share from July [--] to Aug. 26"
X Link 2024-07-23T09:24Z 126K followers, [----] engagements

"$TM Toyota Motor's operating income for the June quarter rose 17% to [----] trillion yen ($8.7B) just shy of the expected [----] trillion yen. The company's overall sales increased by 12.2% to [-----] trillion yen largely driven by strong hybrid vehicle demand which helped offset a decline in EV interest. However Toyota faced some production challenges due to a safety scandal and a recall of over [------] vehicles which impacted its bottom line. A weaker yen also played a role in boosting earnings enhancing the competitiveness of Toyota's exports. Despite these issues Toyota's net profit grew by 1.7%"
X Link 2024-08-01T10:06Z 126.1K followers, [----] engagements

"Today's Key Events (All EST) --- 08/28/2024 13:00: 5-Year Note Auction Before Open👇 02:00: Golden Ocean Group $GOGL 04:30: $LI Auto 05:00: QuantaSing Group $QSG 06:00: Royal Bank of Canada $RY 06:00: Donaldson Company $DCI 06:45: Foot Locker $FL 06:55: Bath & Body Works $BBWI 07:00: Kohl's $KSS 07:00: J.M. Smucker $SJM 07:00: Kanzhun Limited $BZ 07:00: Patterson Companies $PDCO 07:05: Chewy $CHWY 07:30: Abercrombie & Fitch $ANF Before Open: Harmony Gold Mining $HMY After Close👇 16:00: Salesforce $CRM 16:00: $OKTA 16:00: Five Below $FIVE 16:00: NetApp $NTAP 16:05: CrowdStrike $CRWD 16:05:"
X Link 2024-08-28T08:00Z 126.1K followers, [----] engagements

"Morgan Stanley on $GPCR (Overweight; PT $118): "We initiate coverage of Structure Therapeutics. Structure Therapeutics is a development-stage biotech company focused on developing oral small molecule medicines for chronic diseases including obesity and idiopathic pulmonary fibrosis (IPF)." "The lead pipeline asset and key value driver GSBR-1290 is an oral GLP-1R agonist (similar to Novo's Wegovy/Ozempic and LLY's Trulicity) advancing into a Phase 2b obesity trial in 4Q24. Based on Phase 1/2a data we believe GSBR-1290's profile is competitive with other oral diabesity drugs on the market (e.g."
X Link 2024-09-23T12:24Z 126.1K followers, [----] engagements

"$NVDA TAPS TAIWAN FOR HUMANOID ROBOT SUPPLY CHAIN According to industry sources NVIDIA has approached several Taiwan-based machine tool and component makers including Hota Industrial Chieftek and Hiwin to join its humanoid robot supply chain. Rumors suggest NVIDIA may also establish a robot assembly base in Taiwan as part of its plans. The initiative aligns with NVIDIAs push into physical AI providing computing platforms for humanoid robots. Key Taiwanese manufacturers are expected to begin product certifications in [----] potentially making Taiwan a major hub for humanoid robot production."
X Link 2024-12-02T07:30Z 125K followers, 20.7K engagements

"SemiAnalysis published an analysis on DeepSeek addressing recent claims about its cost and performance. $NVDA The report states that the widely circulated $6M training cost for DeepSeek V3 is incorrect as it only accounts for GPU pre-training expenses and excludes R&D infrastructure and other critical costs. According to their findings DeepSeeks total server CapEx is around $1.3B with a significant portion allocated to maintaining and operating its GPU clusters. The report also states that DeepSeek has access to roughly [-----] Hopper GPUs but clarifies that this does not mean [-----] H100s as"
X Link 2025-01-31T09:07Z 126K followers, 1.9M engagements

"Nvidia $NVDA just released its 13F-HR. The company added $NBIS and $WRD as new positions removed $NNOX $SOUN and $SERV and cut its stake in $ARM by 43%"
X Link 2025-02-14T11:28Z 126K followers, 327.1K engagements

"CHINESE STATE MEDIA: CHINA JAPAN AND SOUTH KOREA REACH A CONSENSUS THAT THREE SIDES WILL JOINTLY RESPOND TO THE US TARIFFS"
X Link 2025-03-31T14:38Z 126K followers, 525.5K 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 126.1K followers, 14.5K engagements

"Interactive Brokers $IBKR will join S&P [---] on Aug [--] replacing Walgreens Boots Alliance $WBA"
X Link 2025-08-25T22:29Z 125K followers, 19.3K engagements

"Elon Musk has just filed a Form [--] showing insider purchases of 1.9M $TSLA shares on Sept [--] at prices between $371$396 totaling $736M. The shares were acquired via the Elon Musk Revocable Trust. This marks his first insider buy since 2020"
X Link 2025-09-15T10:18Z 126.1K followers, 229.6K engagements

"Jeff Bezos called AI an industrial bubble at Italian Tech Week: Investors dont usually give a team of six people a couple billion dollars with no product and thats happening today. He added that while bubbles fund both good and bad ideas society benefits when the winners emerge: AI is real and it is going to change every industry the benefits to society are going to be gigantic. Bezos compared it to past biotech bubbles that still produced life-saving drugs despite many failures saying: The bubbles that are industrial are not nearly as bad it can even be good"
X Link 2025-10-03T17:25Z 126K followers, 487.3K engagements

"$AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers deployment of [--] GW of AMDs upcoming MI450 chips starting in [----] with revenue recognition beginning next year. AMD says the partnership could contribute over $100B in new revenue over four years"
X Link 2025-10-06T10:57Z 126.1K followers, 429K engagements

"A Reddit post is circulating that lists OpenAIs top [--] customer by token consumption and Duolingo tops the list"
X Link 2025-10-10T09:28Z 126K followers, 438.9K engagements

"$KO Coca-Cola Q325 Earnings Highlights 🔹 Revenue: $12.5B (Est. $12.41B) 🟢; +5% YoY +6% organic 🔹 Adj EPS: $0.82 (Est. $0.78) 🟢; +6% YoY 🔹 Operating Margin: 31.9% (vs. 30.7% LY) FY25 Guidance (Maintained: 🔹 Organic Revenue Growth: +56% (No Change) 🔹 Adj EPS Growth: +3% vs. $2.88 FY24 (No Change) 🔹 Currency-Neutral EPS Growth: +8% (No Change) 🔹 Underlying Tax Rate: 20.7% (Updated from 20.8%) 🔹 FCF ex-Fairlife: $9.8B (Updated from $9.5B) 🔹 Currency Headwind: 5% to EPS; 12% to revenue 🔹 FY26 outlook to include slight currency tailwind (new) Q3 Segments: Europe Middle East & Africa"
X Link 2025-10-21T11:00Z 126.1K followers, 17.9K engagements

"ANTHROPIC IN TALKS FOR GOOGLE $GOOGL CLOUD DEAL WORTH TENS OF BILLIONS $AMZN $MRVL - negative AVGO - positive Mizuho believes Anthropic is now likely Broadcoms $AVGO fourth AI customer ramping to $10B in revenue with AI Racks by 2H 2026E which could be negative for $MRVL and Trainium. https://t.co/t6XEcfEK3W Mizuho believes Anthropic is now likely Broadcoms $AVGO fourth AI customer ramping to $10B in revenue with AI Racks by 2H 2026E which could be negative for $MRVL and Trainium. https://t.co/t6XEcfEK3W"
X Link 2025-10-21T21:49Z 126.1K followers, 105.6K engagements

"Saudi Arabia is shifting investment away from Neom the $500B futuristic megacity in the desert with its planned 100-mile Line and moving more capital into AI high-tech manufacturing and major development in Riyadh where the economic payoff is faster"
X Link 2025-10-25T17:16Z 126.1K followers, 183.2K engagements

"Zelle the bank-owned money transfer app used by more than 100M U.S. customers for instant domestic payments says it plans to enable INTERNATIONAL transfers using stablecoins. The service will be available to any bank in the Zelle network"
X Link 2025-10-25T22:28Z 126.1K followers, 351K engagements

"More details on the US-China very successful framework: Bessent says Trumps threat of 100% tariffs on China is now off the table China expected to resume substantial US soybean purchases Beijing to delay rare earth export controls by one year while it reexamines the plan"
X Link 2025-10-26T11:43Z 126.1K followers, 238.7K engagements

"Sam Altman says an IPO is now the most likely path for OpenAI given the scale of capital the company will need going forward"
X Link 2025-10-28T18:37Z 126K followers, 902.1K engagements

"$WAY Waystar Holding Corp Q325 Earnings Highlights 🔹 Revenue: $268.7M (Est. $1.073B) 🟢; UP +12% YoY 🔹 Adjusted EBITDA: $112.7M; margin 42% Guidance (FY25) 🔹 Revenue: $1.085B$1.093B (Est. $1.073B) 🟢 🔹 EPS (Non-GAAP): $1.46$1.47 (Est. $1.39) 🟢 🔹 Adjusted EBITDA: $451M$455M Key Q3 Metrics 🔹 Net Income: $30.6M (11% margin) 🔹 Cash Flow from Ops: $82M; Unlevered FCF $96M 🔹 Clients $100K Revenue: 1306; +11% YoY 🔹 Net Revenue Retention (NRR): 113% 🔹 Subscription Revenue: $134.5M; +14% YoY 🔹 Volume-Based Revenue: $132.3M; +10% YoY CEO Commentary Matt Hawkins 🔸 We delivered another"
X Link 2025-10-29T20:38Z 126K followers, [----] engagements

"$ALGN Align Technology Q325 Earnings Highlights 🔹 Revenue: $995.7M (Est. $975.9M) 🟢; UP +1.8% YoY 🔹 EPS (Non-GAAP): $2.61 (Est. $2.42) 🟢; UP +7.6% YoY 🔹 Clear Aligner Revenue: $805.8M; +2.4% YoY 🔹 Clear Aligner Volume: 647.8K cases; +4.9% YoY 🔹 Teens & Kids Volume: +8.3% YoY; +14.7% Seq. 🔹 Imaging & CAD/CAM Revenue: $189.9M; -0.6% YoY (seasonal softness) 🔹 Operating Margin (Non-GAAP): 23.9%; +180 bps YoY 🔹 Cash: $1.00B vs. $901M in Q2 🔹 Share Buybacks: 0.5M shares repurchased at avg. $136.77 Guidance (Q425) 🔹 Revenue: $1.025B$1.045B 🟢 🔹 Non-GAAP Operating Margin: 26% 🔹 Clear"
X Link 2025-10-29T20:40Z 125.1K followers, [----] engagements

"$CROX Crocs Q325 Earnings Highlights 🔹 Revenue: $996.3M (Est. $961.61M) 🟢; -6.2% YoY 🔹 Adj. EPS: $2.92 (Est. $2.36) 🟢; -18.9% YoY 🔹 Gross Margin: 58.5%; [----] bps YoY Q425 Guidance 🔹 Adj. EPS: $1.82$1.92 (Est. $1.75) 🟢 🔹 Revenues to be down 8% YoY 🟡 🔹 Crocs Brand to be down 3% YoY 🔹 HEYDUDE Brand to be down mid-20% YoY 🔹 Adj. Op Margin: 15.5% 🔹 Tax Rate: GAAP 20% 🔹 FY25 CapEx: $70M$75M Segment (YoY) Crocs Brand 🔹 Revenue: $836M; DOWN -2.5% (CC -3.2%) 🔹 DTC: $472M; UP +2.0% (CC +1.2%) 🔹 Wholesale: $364M; DOWN -7.9% (CC -8.4%) 🔹 North America: $448M; DOWN -8.8% 🔹"
X Link 2025-10-30T11:22Z 125.9K followers, 10.8K engagements

"Wow 😂 Coinbase $COIN CEO Brian literally got distracted during the earnings call to check a prediction market on what he was gonna say then went ahead and said every single word people were betting on"
X Link 2025-10-31T11:28Z 126.2K followers, 1.3M engagements

"Today's Key Events (All EST) 11/03/2025 09:45: US S&P Manufacturing PMI Final 10:00: US ISM Manufacturing PMI 12:00: Fed's Daly Speaks 14:00: Fed's Cook Speaks 15:00: US Treasury QRA Estimates Before Open 👇 02:00: Kosmos Energy 06:00: CNA Financial 06:00: Pediatrix Medical Group 06:00: Ares Management 06:30: Freshpet 06:30: IDEXX Laboratories 06:30: Liquidia Technologies 06:45: BioNTech $BNTX 06:50: Kontoor Brands 06:55: Affiliated Managers Group 07:00: Cipher Mining $CIFR 07:00: Axsome Therapeutics 07:00: Bruker 07:00: Krystal Biotech 07:00: TG Therapeutics 07:00: BioCryst Pharmaceuticals"
X Link 2025-11-03T07:38Z 126.2K followers, 18.5K engagements

"Today's Key Events (All EST) 11/04/2025 06:35: Fed's Bowman 08:55: US Redbook YoY Before Open 👇 05:00: Yum China $YUMC 06:00: Spotify $SPOT 06:00: Eaton 06:00: Leidos $LDOS 06:00: Stanley Black & Decker $SWK 06:00: Waters $WAT 06:00: Henry Schein $HSIC 06:00: Fortis 06:00: Ball 06:15: Vishay Precision Group 06:30: Molson Coors $TAP 06:30: Marathon Petroleum $MPC 06:30: Apollo Global Management $APO 06:30: EnPro Industries 06:30: Graphic Packaging 06:35: MPLX 06:45: Ferrari $RACE 06:45: Pfizer $PFE 06:45: TopBuild 06:45: Life Time Group 06:50: PJT Partners 06:55: Uber $UBER 06:55: Global"
X Link 2025-11-04T08:16Z 126.1K followers, 19.9K engagements

"$CAVA Group Q325 Earnings Highlights 🔹 Revenue: $292.2M (Est. $291.5M) 🟢; UP +20% YoY 🔹 Adj. EPS: $0.12 (Est. $0.13) 🟡 🔹 Same-Restaurant Sales: +1.9% (Est. +2.67%) 🔴 FY25 Guide (Cut): 🔹 Same-Restaurant Sales: +3% to +4% (Prior: +4% to +6%) 🔴 🔹 Restaurant-Level Margin: 24.4%24.8% 🔹 Adj. EBITDA: $148M$152M (Prior: $152M$159M) 🔴 🔹 Net New Openings: [----] Other Q3 Metrics: 🔹 Restaurant-Level Profit Margin: 24.6%; DOWN [----] bps YoY 🔹 Adj. EBITDA: $40.0M; UP +19.6% YoY 🔹 Net New Openings: +17; Total [---] restaurants (+18% YoY) 🔹 Digital Revenue Mix: 37.6% CEO Commentary Brett Schulman"
X Link 2025-11-04T21:12Z 126K followers, 15.5K engagements

"$UPST Upstart Holdings Q325 Earnings Highlights 🔹 Revenue: $277.1M (Est. $279.8M) 🟡; UP +71% YoY 🔹 Adj. EPS: $0.52 (Est. $0.42) 🟢; vs. ($0.06) YoY 🔹 Adj. EBITDA: $71.2M (Est. $56.3M) 🟢 FY25 Outlook 🔹 Revenue: $1.035B (Est. $1.056B) 🔴 🔹 Adj. EBITDA: $228M (Est. $220M) 🟢 🔹 GAAP Net Income: $50M (Prior: $35M) 🟢 Q425 Guidance 🔹 Revenue: $288M 🔹 Adj. Net Income: $52M 🔹 Adj. EBITDA: $63M 🔹 Contribution Margin: 53% Other Q3 Metrics: 🔹 Adj. EBITDA Margin: 26% (Est. 20.3%) 🟢; vs. 1% YoY 🔹 Contribution Profit: $147.4M (Est. $161.4M) 🔴; UP +44% YoY 🔹 Total Originations: $2.9B; UP"
X Link 2025-11-04T21:16Z 126.1K followers, 17.5K engagements

"$LMND Lemonade Q325 Earnings Highlights 🔹 Revenue: $194.5M (Est. $184.9M) 🟢; UP +42% YoY 🔹 EPS (GAAP): ($0.51) (Est. ($0.70)) 🟢 🔹 Gross Earned Premium: $274.7M; +29% YoY 🔹 Customers: 2.87M; UP +24% YoY 🔹 In-Force Premium (IFP): $1.16B; UP +30% YoY 🔹 Premium per Customer: $403; UP +5% YoY Guidance 🔹 Q425 Revenue: $217222M (Est. $212.7M) 🟢 🔹 FY25 Revenue: $727732M (Est. $713.3M) 🟢 🔹 Q425 Adj. EBITDA: ($16)($13)M 🔹 Company reiterates positive FY25 Adj. FCF target; expects positive quarterly Adj. EBITDA in Q426. Q3 Segment: Car 🔹 IFP: $163M; 40% YoY 🔹 Gross Loss Ratio: 76%"
X Link 2025-11-05T10:19Z 126.1K followers, 154.4K engagements

"$ELF Beauty Q226 Earnings Highlights 🔹 Revenue: $343.9M (Est. $366M) 🔴; +14% YoY 🔹 Adju EPS: $0.68 (Est. $0.57) 🟢 🔹 Adj EBITDA: $66.2M (Est. $60M) 🟢 FY26 Guidance 🔹 Revenue: $1.55B$1.57B (Est. $1.65B) 🔴 🔹 Adj EPS: $2.80$2.85 (Est. $3.53) 🔴 🔹 Adjusted EBITDA: $302M$306M (Est. $347M) 🔴 Other Metrics 🔹 Net Sales Growth Streak: 27th consecutive quarter 🔹 Gross Margin: 69% (DOWN [---] bps YoY tariff impact) 🔹 Total Net Sales +14% YoY across retail + e-commerce channels 🔹 ARPU growth aided by pricing/mix 🔹 SG&A up meaningfully due to marketing + distribution spend 🔹 Cash: $194M"
X Link 2025-11-05T21:39Z 126.1K followers, 10.7K engagements

"LegalZoom $LZ is up around 30% after a strong beat-and-raise. Organic revenue growth accelerated for the second quarter in a row and subscription revenue has now accelerated for [--] straight quarters. Management is showing it can invest in growth while still expanding margins with record free cash flow this quarter. A lot of the earlier concerns around strategy formation volatility visibility and AI disruption are easing. https://twitter.com/i/web/status/1986379505846362399 https://twitter.com/i/web/status/1986379505846362399"
X Link 2025-11-06T10:25Z 125K followers, [----] engagements

"Robinhood $HOOD is working on a way for everyday investors to get exposure to private AI startups per FT. The plan is to offer a tradeable fund run by Robinhood Ventures that would hold a small group of best-in-class private AI companies and could use leverage. This would let retail investors invest in names that have mostly been limited to VCs and institutions but the fund would be closed-end meaning money could be locked up and losses could go to zero. https://twitter.com/i/web/status/1987850552303321188 https://twitter.com/i/web/status/1987850552303321188"
X Link 2025-11-10T11:51Z 126.1K followers, 101.4K engagements

"Pulte: Currently reviewing a potential deal with Fair Isaac $FICO on implementing their new credit score"
X Link 2025-11-10T18:10Z 126.1K followers, 12.5K engagements

"Today's Key Events (All EST) 11/11/2025 06:00: US NFIB Business Optimism Index 08:55: US Redbook YoY All-Day: Several Fed speakers Before Open 👇 B.O: Nebius Group $NBIS B.O: Hesai Group $HSAI B.O: Fermi $FRMI 06:00: Orla Mining 06:05: AngloGold Ashanti $AU 06:30: Sea Limited $SE 06:45: Commercial Vehicle Group 07:00: Ceragon Networks 07:00: KalVista Pharmaceuticals 07:20: Endava $DAVA 07:30: Brainsway 07:30: Palvella Therapeutics 08:00: PodcastOne 08:30: Consolidated Water 08:30: Consumer Portfolio Services 09:00: Workhorse Group After Hours 👇 16:00: Amdocs $DOX 16:05: LightPath"
X Link 2025-11-11T06:05Z 126.2K followers, 19.6K engagements

"$CSCO Cisco Q126 Earnings Highlights 🔹 Revenue: $14.9B (Est. $14.73B) 🟢; UP +8% YoY 🔹 Adj EPS: $1.00 (Est. $0.98) 🟢; UP +10% YoY FY26 Guide: 🔹 Revenue: $60.2B$61.0B (Prior $59B$60B) 🟢 🔹 Adj EPS: $4.08$4.14 (Prior $4.00$4.06) 🟢 Q2 Guide: 🔹 Revenue: $15.0B$15.2B (Est. $14.72B) 🟢 🔹 Gross Margin (Non-GAAP): 67.5%68.5% (Est. 68.2%) 🟡 🔹 EPS (Non-GAAP): $1.01$1.03 Q1 Segment: 🔹 Product Revenue: $11.08B; UP +10% YoY 🔹 Services Revenue: $3.81B; UP +2% YoY 🔹 Networking: $7.77B; UP +15% YoY 🔹 Security: $1.98B; DOWN -2% YoY 🔹 Collaboration: $1.06B; DOWN -3% YoY 🔹 Observability: $0.27B;"
X Link 2025-11-12T21:09Z 126.1K followers, 19.1K engagements

"Peter Lynch on stock market sell-offs:"
X Link 2025-11-13T20:20Z 126K followers, 150K 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 https://twitter.com/i/web/status/1990322832589627830 https://twitter.com/i/web/status/1990322832589627830"
X Link 2025-11-17T07:35Z 126.2K followers, 20.5K engagements

"Archer $ACHR has signed its first deal to supply its electric powertrain to third parties starting with Anduril and EDGE for the new Omen autonomous air vehicle. The UAE already committed to [--] units. This opens a new revenue stream for Archer and validates the value of its Midnight eVTOL powertrain tech which the company now plans to scale across commercial and defense use cases. https://twitter.com/i/web/status/1990576801945616504 https://twitter.com/i/web/status/1990576801945616504"
X Link 2025-11-18T00:24Z 126.1K followers, 22.8K engagements

"61% of Nvidia $NVDA Q3 revenue came from just [--] customers: $12.54B Customer A (22%) $8.55B Customer B (15%) $7.41B Customer C (13%) $6.27B Customer D (11%) So who are A B C D in your view"
X Link 2025-11-19T22:03Z 125K followers, 296.7K 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 [--] years"
X Link 2025-11-19T22:22Z 125K followers, 34.7K engagements

"Jensen reiterated physical AI already a multibillion dollar business for $NVDA addressing a multi trillion dollar opportunity as companies like Belden Caterpillar Foxconn Lucid Toyota TSMC Wistron Agility Robotics Amazon Robotics Figure and Skild AI build on Nvidia"
X Link 2025-11-19T23:23Z 125K followers, 29.5K 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 126K followers, [----] 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 126.1K followers, 10.7K engagements

"PENTAGON SAID ALIBABA $BABA SHOULD BE ON LIST FOR CHINA-MILITARY TIES"
X Link 2025-11-26T18:13Z 125.4K followers, 25.5K 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 [----]. 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. https://twitter.com/i/web/status/1994086503354703998"
X Link 2025-11-27T16:50Z 125.4K followers, 87.4K engagements

"Somnigroup $SGI has proposed an all stock acquisition of Leggett & Platt $LEG at $12 per share about a 30% premium to the [--] day average and 17% above the Nov [--] close. All stock no financing contingency with a response requested by Dec 22"
X Link 2025-12-01T11:34Z 125.4K followers, [----] 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 https://twitter.com/i/web/status/1995755561799799120 https://twitter.com/i/web/status/1995755561799799120"
X Link 2025-12-02T07:22Z 126K followers, 13.3K engagements

"Turing CEO Jonathan Siddharth says the era of data labeling companies is over arguing labs now need AI training partners that act as research accelerators building RL-style environments that mirror real human workflows. $INOD $TASK"
X Link 2025-12-02T09:00Z 126.1K followers, 22.7K engagements

"$IBM CEO says that at todays costs it takes about $80B to build & fill a [--] GW AI data center so the [---] GW of announced capacity implies roughly $8T of capex & no way youre going to get a return on that since youd need about $800B of profit just to pay for the interest"
X Link 2025-12-02T11:27Z 126.1K followers, 1.5M engagements

"$SOFI TECHNOLOGIES TO OFFER $1.5B OF SHARES"
X Link 2025-12-04T21:19Z 126.1K followers, 23.9K engagements

"THE S&P INDEX $SPY IS REBALANCING CRH $CRH Carvana $CVNA and Comfort Systems USA $FIX will join the S&P [---] replacing LKQ $LKQ Solstice Advanced Materials $SOLS and Mohawk Industries $MHK. Pinterest $PINS Booz Allen $BAH SPX Technologies $SPXC and others move into the S&P MidCap [---] while $PRIM $CWST $INDV $HE $LKQ $SOLS and $MHK shift to the S&P SmallCap [---]. Effective: Before the market opens on Dec [--] [----]. Heres the full list of rebalancing changes 👇 https://twitter.com/i/web/status/1997071339279237524 https://twitter.com/i/web/status/1997071339279237524"
X Link 2025-12-05T22:31Z 126.2K followers, 44.9K engagements

"Unilever $UL shares are trading lower as its ice cream spin off The Magnum Ice Cream Co debuted at about [---] billion in Amsterdam below some earlier analyst valuation ranges with shareholders getting [--] $MICC share for every [--] Unilever shares and JPMorgan flagging roughly [--] million Magnum shares of potential forced selling since it is unlikely to make it into major FTSE or Stoxx indices. https://twitter.com/i/web/status/1997955162791456988 https://twitter.com/i/web/status/1997955162791456988"
X Link 2025-12-08T09:03Z 126.1K followers, [----] engagements

"Barclays on Housing / Building Products: $SITE: Upgraded to Equalweight PT $134 (from $120) $KBH: Upgraded to Overweight PT $71 (from $49) $COMP: Upgraded to Overweight PT $13 (from $9) $SKY: Upgraded to Overweight PT $100 (from $79) $MAS: Downgraded to Equalweight PT $71 (from $76) $LEN: Downgraded to Underweight PT $98 (from $95) https://twitter.com/i/web/status/1997957309776245151 https://twitter.com/i/web/status/1997957309776245151"
X Link 2025-12-08T09:11Z 125.7K followers, [----] engagements

"$MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium [--] and [--] designs to Alchip which they see behind the slowdown to 20% XPU growth in [----] and Amazon revenue leaning on Tranium 2/Kuiper rather than new wins. The Information also reported last friday that Microsoft is shifting its custom chip design work from Marvell to Broadcom. https://twitter.com/i/web/status/1997997672679260289 https://twitter.com/i/web/status/1997997672679260289"
X Link 2025-12-08T11:52Z 126.2K followers, 49.1K engagements

"Infinity Natural Resources $INR is buying Ohio Utica upstream and midstream assets from Antero $AR / $AM for $1.2B then selling 49% to $NOG for $588M and keeping 51%. The deal adds 71K net acres [---] mmcfe/d 110+ undeveloped laterals [---] Bcf of undeveloped reserves plus gathering and water infrastructure funded with cash and an upsized credit line and targeting about $25M in [----] synergies. https://twitter.com/i/web/status/1998000153610060137 https://twitter.com/i/web/status/1998000153610060137"
X Link 2025-12-08T12:02Z 126.1K followers, [----] engagements

"EssilorLuxottica is down 4.4% today on pace for its biggest drop since May and wiping out over 6B in value as traders react to Google stepping up [----] AI glasses plans with Warby Parker $WRBY"
X Link 2025-12-09T11:23Z 125.5K followers, [----] engagements

"$DQ $CSIQ $JKS Chinas big polysilicon makers are forming a JV called Beijing Guanghe Qiancheng with 3b yuan in capital to tackle solar overcapacity per Bloomberg. Tongwei GCL Tech and Daqo plan to use it to buy and shut over 1m tons of capacity via a $7b fund though Daiwa doubts it will fully stabilize prices in [----]. https://twitter.com/i/web/status/1998705990481621088 https://twitter.com/i/web/status/1998705990481621088"
X Link 2025-12-10T10:46Z 126.2K followers, [----] engagements

"UBS Initiates Coverage on $PRCT with Buy Rating PT $62 Analyst comments: "We initiate on PRCT with a Buy as our KOL checks and market analysis give us conviction in utilization growth in '26/'27 and we see the recent sell-off as a buying opportunity. Our U.S. utilization growth estimates of 10% growth in [----] and at least LSD growth thereafter put us 2% and 1% ahead of overall consensus sales in [----] and [----]. We believe PRCTs sharpened focus on driving utilization on the existing installed base underpenetrated procedure/system placement TAM and mix-driven margin expansion are"
X Link 2025-12-12T09:05Z 125.4K followers, [----] engagements

"UBS Initiates Coverage on $WAY with Buy Rating PT $41 Analyst comments: "Waystar is a leading cloud-native revenue cycle management platform positioned to capture a multi-year secular shift toward automation electronic transactions and AI-enabled workflows across provider organizations. Based on our analysis of WAYs results and competitive positioning its acquisition of Iodine and the accelerating adoption of AI in revenue cycle management we expect low-double-digit topline and low- to mid-teens EBITDA growth with our adjusted EBITDA estimates 34% ahead of consensus. Our numbers may prove"
X Link 2025-12-15T11:04Z 125.6K followers, [----] engagements

"Royalty Pharma $RPRX is paying up to $315M for low single digit royalties on Nuvalents ALK and ROS1 NSCLC drugs neladalkib and zidesamtinib with analyst models calling for around $3.5B and $1.9B in sales by [----] and a royalty tail running into the early 2040s"
X Link 2025-12-16T12:18Z 125.4K followers, [----] engagements

"Bankrupt Spirit Airlines is in talks to merge with $ULCC Frontier per Bloomberg. A deal could be announced as soon as this month but isnt guaranteed as both ultra-low-cost carriers grapple with higher costs and pressure from bigger U.S. airlines"
X Link 2025-12-16T22:30Z 126.1K followers, [----] engagements

"$KKR nearing multibillion-pound deal to sell up to half of its UK waste management group Viridor to Equitix - FT"
X Link 2025-12-17T14:38Z 125.3K followers, [----] engagements

"Birkenstock $BIRK shares are falling after the company guided FY26 BELOW expectations w/ revenue seen at 2.302.35B vs 2.39B est and adj. EBITDA at least 700M vs 757.8M citing tariff pressure & a [---] bps hit to margin (FY26 GM guided to 57%57.5% vs 59.1% last year)"
X Link 2025-12-18T11:58Z 125K followers, [----] engagements

"Cognizant $CTSH said it signed a multi-year AI partnership with Microsoft to co-build and jointly sell enterprise AI solutions across sectors like financial services healthcare retail and manufacturing"
X Link 2025-12-18T14:13Z 126.1K followers, [----] engagements

"S&P Global Market Intelligence says data center deal value hit a record in [----] with over $61B in transactions and 100+ deals in the first [--] months. Funding is leaning more on debt: S&P pegs [----] debt issuance at $182B vs $92B last year with Meta and Google among the biggest issuers. S&P still expects AI-driven demand and M&A to stay strong into [----] even as investors worry about valuations and how the buildout is being financed. https://twitter.com/i/web/status/2001952280082616405 https://twitter.com/i/web/status/2001952280082616405"
X Link 2025-12-19T09:46Z 126.1K followers, [----] engagements

"Clearwater Analytics $CWAM is being taken private in an $8.4B deal (including debt) led by Permira and Warburg Pincus with Francisco Partners and Temasek also participating. Shareholders get $24.55/share cash. Deal is targeted to close in 1H26 & includes a go-shop through Jan. [--] [----]. https://twitter.com/i/web/status/2003054552912937248 https://twitter.com/i/web/status/2003054552912937248"
X Link 2025-12-22T10:46Z 125.4K followers, 14.8K engagements

"TD Cowen Upgrades $AME to Buy from Hold Raises PT to $230 from $180 Analyst comments: "Upgrade to Buy - Momentum medical and M&A. AME is executing well at a time when exposures broadly provide both support and optionalitymarkets that are doing well and should sustain (utility) ones that are strong and should accelerate (commercial aerospace) and ones poised to improve off weaker levels/slower growth (medical automation). The FARO deal is a perfect encapsulation of AMEs core and is refreshing post Paragon (fixed now but a challenging start)." Analyst: Joseph Giordano"
X Link 2025-12-23T11:06Z 126.1K followers, [----] engagements

"Raymond James Downgrades $KBH to Market Perform from Outperform Analyst comments: "We are downgrading our rating on KB Home following disappointing 4Q25 results and our broader concerns over potential near-term risks as KBH pivots back to a primarily build-to-order operating strategy while its entry-level competitors are still aggressively clearing spec inventory with mortgage-rate buydowns. From a pricing-transparency perspective we suspect many KBH customers may appreciate the simplified selling process and KBHs renewed focus on personalized upgrades/options on build-to-order homes that can"
X Link 2025-12-24T10:05Z 126.1K followers, [----] engagements

"TeraWulf $WULF said its JV subsidiary Flash Compute closed a $1.3B private offering of 7.250% senior secured notes due Dec. [--] [----] issued at par to help fund construction of the Abernathy Texas HPC data center campus"
X Link 2025-12-29T21:20Z 125.5K followers, 12K engagements

"Here are the worst-performing S&P [---] stocks of 2025: $TTD -68% $FISV -67% $ARE -50% $DECK -49%"
X Link 2025-12-31T18:00Z 126.1K followers, 13.3K engagements

"Quanta $PWR says it will spend about $502M to buy three Bloom Energy $BE fuel cell microgrid systems for its California plants (B16 B18 B19) aiming to lock in reliable power for production as data center demand keeps climbing"
X Link 2026-01-02T13:46Z 126.1K followers, 32.3K engagements

"Barclays (Jan 5): Upgrades $MBLY ➝ Overweight (PT $16) $PCOR ➝ Overweight (PT $90) $CFG ➝ Overweight (PT $77) Downgrades $TFC ➝ Underweight (PT $56) $STT ➝ Equalweight (PT $152) $RPD ➝ Underweight (PT $15)"
X Link 2026-01-05T08:13Z 126.1K followers, [----] engagements

"Honda $HMC signed an MOU with Princeton NuEnergy to work on lithium-ion battery recycling building on validation work since 2022"
X Link 2026-01-05T13:10Z 126.1K followers, [----] engagements

"AB InBev $BUD is buying back the 49.9% stake in its US metal container plants from an Apollo led investor group for about $3B funded with cash on hand. Note: AB InBev sold the stake for $3B back in [----] to help pay down SABMiller deal debt"
X Link 2026-01-06T08:29Z 126.1K followers, [----] engagements

"UBS Downgrades $SG to Neutral from Buy PT $7.50 Analyst comments: "We are downgrading SG from Buy to Neutral given: (1) our expectation that store traffic and sales will take time to inflect positively as macro pressures are likely to persist into [----] and key customer cohorts are likely to remain challenged (i.e. younger consumers); (2) slower net unit growth cadence at least in [----] as management shifts focus toward capital preservation and investment to improve same-store sales across the existing system; and (3) pressured margins due to sales deleverage. We believe SG could see greater"
X Link 2026-01-06T09:18Z 125.5K followers, [----] engagements

"Stifel Raises $MCHP PT to $80 from $75 - Buy "Our investment thesis on Microchip Technology is centered on three key themes: (1) MCHP has established a highly diversified high-performance analog and embedded computing business model with an impressively diverse revenue base across multiple metrics including: (a) geography (fiscal 2Q26: 50.6% Asia 29.7% Americas 19.7% Europe); (b) product line (fiscal 1Q26: 51.3% MCUs 28.2% analog 20.6% other (including FPGAs) each with multiple sub-categories; and (c) end market (FY25: 48% industrial 19% data center/computing 16% auto 8% communications and 9%"
X Link 2026-01-06T09:49Z 126.2K followers, [----] engagements

"$PCAR $CMI $ALSN $ETN Morgan Stanley: "December ACT Class [--] orders came in at 42.7k units +16% YoY +118% MoM. Class [--] orders increased YoY for the first time all year significantly beating expectations and suggesting upside to [----] market outlooks"
X Link 2026-01-06T09:55Z 125.7K followers, [----] engagements

"William Blair Upgrades $MDT to Outperform from Market Perform Analyst comments: "As we head into the new year we are taking a fresh look at some of our ratings which leads us to our upgrade of Medtronic to an Outperform rating. Our long-time Market Perform rating hinged on a business that was too large and not differentiated enough to durably hit its goals of delivering consistent high-single-digit EPS growth. Exiting calendar [----] Medtronic is ramping up several new products with many more in the pipeline. At the same time the company is moving forward with the planned spin-off of its"
X Link 2026-01-06T10:10Z 126.1K followers, [----] engagements

"BofA Securities Downgrades $ULCC to Underperform from Neutral Lowers PT to $4 from $5 Analyst comments: "Capacity: Our 4Q25 capacity forecast of +0.5% is maintained remaining slightly above consensus of +0.2% and in line with current schedules. Capacity expectations for [----] also remain unchanged with +8.0% growth anticipated as ULCCs utilization increases. Growth is expected to resume in 2Q26 as we see 1Q26 capacity down -1.0% consistent with current schedules. This compares with consensus expectations of -0.7% in 1Q26 and +7.0% for the full year. Revenues: We adjust our 4Q25 unit revenue"
X Link 2026-01-06T11:19Z 125.5K followers, [----] engagements

"Deutsche Bank Initiates Coverage on $DLR and $EQIX with Buy Rating and PT of $180 and $915 respectively. Analyst comments: "We are constructive on both Digital Realty and Equinix as major beneficiaries of (1) the continued expansion of the digital economy broadly and (2) the emergence of AI as a potential driver of meaningfully higher demand for digital infrastructure over time. Digital Realty (Buy $180) is our top pick based on strong thematic tailwinds around AI with upside from lease renewals and a robust pipeline of capacity which should lead to sustainable double-digit returns"
X Link 2026-01-06T12:37Z 125.3K followers, [----] engagements

"BofA Double Upgrades $REGN to Buy from Underperform Raises PT to $860 from $627 Analyst comments: "Our bullish view is driven by multiple factors: (1) our prior Underperform thesis around Eylea SD has played out in our view as consensus estimates have come down; (2) we are more bullish on Eylea HDs potential in light of multiple label updates and we are now meaningfully higher versus consensus; (3) potential for further upside from Dupixent (shared with Sanofi); (4) potential upside from the pipeline in [----] including the Phase [--] fianlimab (LAG-3) melanoma readout in 1H26; (5) potential for"
X Link 2026-01-07T11:15Z 125.5K followers, [----] engagements

"Scotiabank Downgrades $ASTS to Sector Underperform from Sector Perform PT $45.60 Analyst comments: "Without yet a single retail customer and faced with the challenge of orbiting [--] satellites to achieve continuous service in a handful of markets in late [----] or early [----] ASTSs share price at $97.60/share has once again overshot to what we see as irrational levels (market cap of $37B). Evidence of slow user adoption in the U.S. and Japan modest ARPUs and high capex (including duplicated satellites for new frequencies) means investors may have to wait until [----] or [----] for tangible equity"
X Link 2026-01-07T11:58Z 125K followers, 155.9K engagements

"Bloomberg: Blue $OWL is letting investors redeem up to 17% of Blue Owl Technology Income Corp.s net assets about $685M according to a regulatory filing. Thats well above the prior 5% quarterly redemption cap and comes as investor outflows pick up"
X Link 2026-01-07T17:42Z 126K followers, [----] engagements

"Piper Sandler (Alexander Potter) upgrades: $F: Neutral Overweight PT $16 $APTV: Neutral Overweight PT $103 $STLA: Neutral Overweight PT $15 $GM: Neutral Overweight PT $98"
X Link 2026-01-08T09:44Z 125K followers, [----] engagements

"Wolfe Research Downgrades $TOST to Peerperform from Outperform Analyst comments: "While we continue to appreciate TOSTs enhanced execution and best-in-class restaurant offerings we are downgrading shares to Peerperform. We see the company entering [----] with healthy momentum driven by continued penetration of the core and increasing contributions from the new TAMs. That said competition in the restaurant POS space continues to increase as peers invest in tech and GTM. TOST is actively investing to solidify its market leadership likely leading to less margin expansion in [----] (though this could"
X Link 2026-01-08T09:56Z 126.1K followers, [----] engagements

"AtaiBeckley $ATAI set [----] milestones ahead of JPM: BPL-003 TRD Phase [--] guidance in Q126 and planned Phase [--] start in Q226 after FDA End-of-Phase [--]. VLS-01 (DMT buccal film) Phase [--] topline due H226. EMP-01 (oral R-MDMA) Phase 2a topline due Q126. Runway expected into 2029"
X Link 2026-01-08T12:06Z 126.1K followers, [----] engagements

"$META signed nuclear power agreements to support data center demand in the PJM region. $OKLO says Meta can prepay for power tied to a planned [---] gigawatt project in Pike County Ohio with a first phase targeted for [----] and expansion through [----]. Vistra $VST says it signed [--] year PPAs totaling [-----] gigawatts including [-----] gigawatts from Perry and Davis Besse plus [-----] gigawatts of uprates across Perry Davis Besse and Beaver Valley with deliveries starting in late [----] and ramping through [----]. https://twitter.com/i/web/status/2009582518035787907"
X Link 2026-01-09T11:06Z 126.1K followers, 42.1K engagements

"Nano Nuclear $NNE said a federal judge in SDNY dismissed a securities class action against the company and its executives on Jan [--] tossing all claims. NNE said its unclear if the plaintiff will try to amend or refile"
X Link 2026-01-09T13:39Z 126K followers, [----] engagements

"EquipmentShare and fleet-software maker Motive are prepping to start marketing U.S. IPOs as soon as next week though timing and terms can still change. EquipmentShare is said to be targeting about $1.0B $EQPT and Motive about $600M $MTVE. Note: EquipmentShare reported a $51.2M loss on $2.81B revenue through September and Motive reported a $138.5M loss on $327.3M revenue for the nine months ended Sept. [--]. https://twitter.com/i/web/status/2009724332386455904 https://twitter.com/i/web/status/2009724332386455904"
X Link 2026-01-09T20:29Z 126.2K followers, [----] engagements

"Tempus AI $TEM is pre-announcing ahead of JPM Healthcare with Q4 sales of $367M vs a $360M estimate. It also reported record total contract value above $1.1B as of year-end [----] with data agreements signed with 70+ customers across [--] countries and [----] net revenue retention around 126%. Tempus also flagged preliminary [----] Data and Applications revenue of about $316M up about 31% y/y with Insights growing 38%. https://twitter.com/i/web/status/2010528475136856421 https://twitter.com/i/web/status/2010528475136856421"
X Link 2026-01-12T01:45Z 126.1K followers, 72.5K engagements

"$FIVE said holiday sales (Nov [--] to Jan 3) were $1.47B up 23.2% y/y with comps up 14.5%. It RAISED Q4 outlook to about $1.71B revenue and $3.93$3.98 EPS and RAISED FY25 guidance to about $4.75B revenue and $6.10$6.15 EPS"
X Link 2026-01-12T12:11Z 125.3K followers, [----] engagements

"Waystar $WAY is rolling out agentic intelligence on its cloud healthcare payments platform framing it as the next step toward an autonomous revenue cycle that can execute tasks inside workflows with minimal human input"
X Link 2026-01-12T12:13Z 126.1K followers, [----] engagements

"$SHAK preannounced Q4 revenue of $400.5M below est. of $410M and FY25 revenue of $1.45B with Q4 same store sales up 2.1% and FY comps up 2.3%. It opened [--] company operated units in [----] (373 total) and guided [----] revenue to $1.6B to $1.7B in-line with $1.65B with [--] to [--] new company units plus [--] to [--] licensed. Restaurant margin guide is 23.0% to 23.5% for [----] and it raised its long term company run TAM to [----] units. https://twitter.com/i/web/status/2010687341807988736 https://twitter.com/i/web/status/2010687341807988736"
X Link 2026-01-12T12:16Z 126K followers, [----] engagements

"Urban Outfitters $URBN said holiday-period sales (2 months ended Dec. [--] 2025) rose 9% YoY. Retail comps were up 5% with both digital and stores positive. Brand comps: Urban +9% Free People +5% Anthropologie +3% FP Movement +18%. Nuuly grew 43% on a 41% increase in average active subscribers. https://twitter.com/i/web/status/2010692830155731370 https://twitter.com/i/web/status/2010692830155731370"
X Link 2026-01-12T12:38Z 126K followers, [----] engagements

"American Eagle said Q4-to-date comps (through Jan 3) are up high single digits with $AEO comps up low single digits and Aerie up low 20s. It raised Q4 oper. income guidance to $167$170M from $155$160M driven by solid margin performance and now expects consolidated comps +8% to +9%. Guide still includes about $50M of tariff pressure. https://twitter.com/i/web/status/2010703736792887311 https://twitter.com/i/web/status/2010703736792887311"
X Link 2026-01-12T13:21Z 126K followers, [----] engagements

"President Trump said large U.S. tech companies should pay their own way for rising electricity costs tied to data centers singling out Microsoft $MSFT as first up and saying his administration will announce major changes this week"
X Link 2026-01-13T00:39Z 125K followers, 25K engagements

"Jefferies Downgrades $LYV to Hold from Buy Lowers PT to $155 from $161 Analyst comments: "The primary reason for our change on Live nation is a challenging growth outlook for FY26 in North America. More specifically we forecast North America fans up just 1% y/y (vs. FY25's down 4%) with total Concert and Ticketing revenue up 7% and 3% y/y (vs. FY25's +9% and +2%) respectively with international growth outpacing domestic leading to a mix-shift headwind. We also observe a pricing mix shift to the primary vs. secondary as strategically sound although it limits growth. Additionally we had"
X Link 2026-01-13T09:25Z 125.7K followers, [----] engagements

"Intuitive Machines $LUNR closed its $800M deal for Lanteris Space Systems (formerly Maxar Space Systems) paying $450M cash and $350M in stock. This adds flight-proven satellite manufacturing at scale with Lanteris building platforms used for missile warning ISR Earth observation and space domain awareness across LEO MEO and GEO. https://twitter.com/i/web/status/2011079852221481070 https://twitter.com/i/web/status/2011079852221481070"
X Link 2026-01-13T14:16Z 125.7K followers, [----] engagements

"WSJ: FHFA director Bill Pulte is signaling pressure on homebuilders to slow stock buybacks and put more capital into building activity. Big buybacks in 2025: $DHI $4.3B $LEN $1.7B $PHM $900M through Q3. Pulte says he prefers carrots but sticks are on the table"
X Link 2026-01-14T01:12Z 126.1K followers, 31.8K engagements

"$WRD launched WeRide Go inside WeChat letting users book robotaxi rides without a separate app. Live in Guangzhou (Huangpu) and Beijing (Yizhuang)"
X Link 2026-01-14T10:23Z 126.1K followers, [----] engagements

"TD Cowen (Bill Katz): Downgraded $SF $KKR $BLK to Hold; upgraded $CME to Buy"
X Link 2026-01-14T10:41Z 125K followers, [----] engagements

"Deutsche Bank Highlights $INSW and $STNG as Favorite Tanker Plays; $SBLK and $GNK as Preferred Dry Bulk Plays "Geopolitical disruptions have significantly influenced tonne-mile demand over the past several years. Generally the maritime shipping industry benefits when there is greater inefficiency in trade routes (all else equal). When owners can't (or choose not to) utilize the shortest and most direct routes this generally results in longer sailing distances and a reduction in the effective supply of vessels due to increased transit times. This can also take the form of slower sailing speeds"
X Link 2026-01-14T12:17Z 125.7K followers, [----] engagements

"Vertiv rolled out new MegaMod HDX configurations for AI and HPC data centers combining direct to chip liquid cooling with air cooling in a prefabricated modular design. $VRT says it can scale up to [--] MW and support rack densities from [--] kW to over [---] kW per rack with a compact option up to [----] MW and [--] racks and a larger combo build up to [---] racks. https://twitter.com/i/web/status/2011433321579114964 https://twitter.com/i/web/status/2011433321579114964"
X Link 2026-01-14T13:40Z 126.1K followers, 14.6K engagements

"DLocal $DLO says its ramping Asia in [----] with plans for dozens of hires and an Asia-based senior leader aiming to lift Asia from single-digit share of TPV to at least 30% over the next [--] to [--] years per CEO Arnt. He said no Asia M&A is in the pipeline but expects to close AZA Finance in [----]. https://twitter.com/i/web/status/2011733453952417927 https://twitter.com/i/web/status/2011733453952417927"
X Link 2026-01-15T09:33Z 125.4K followers, 11.1K engagements

"UBS Upgrades $ENTG to Buy from Neutral Raises PT to $145 from $90 Analyst comments: "We expect a broader MSI recovery along with several technology inflections in C2026 to materially benefit ENTG including: 1) the ramp of N2 at TSMC 2) broader adoption of Molybdenum (Moly) in the NAND metallization stack and 3) a more meaningful flow-through of leading edge AI wafer starts where ENTG is most levered. As a result we model revenue growth of 10%/11% across C2026/2027 predicated on [---] bps of annual outperformance vs its underlying market (comprising 75% MSI and 25% Semi Capex). Relative to our"
X Link 2026-01-15T09:42Z 125K followers, [----] engagements

"Morgan Stanley Downgrades $ACI to Underweight from Equalweight Lowers PT to $14 from $20 Analyst comments: "We are downgrading ACI to Underweight and lower our PT to $14. We believe ACI risk/reward screens least attractive within our Food Retail coverage with 36%/55% upside/downside to our bull/bear cases and 21% downside to our $14 PT. Our Underweight thesis is based on three factors: 1) ACI is most at risk within the intensifying grocery wars and we think market share losses could deepen in [--]. 2) ACI's pharmacy mix is the largest in our coverage which implies the 85-155 bps industry"
X Link 2026-01-15T10:03Z 126.2K followers, [----] engagements

"Boston Scientific to buy Penumbra for $374/share (EV $14.5B) 73% cash. $PEN guides FY25 revenue $1.4B (+17% to 18%) and 4Q growth 21% to 22%. $BSX expects $0.06 to $0.08 adj EPS dilution year 1; near neutral year 2"
X Link 2026-01-15T12:07Z 125.6K followers, 13.5K engagements

"$NOVT $TER Bloomberg reports OpenAI is asking for proposals from US-based manufacturers as it ramps up plans across consumer devices robotics and US data centers. The RFPs call out components like silicon motors packaging materials and data center cooling gear though OpenAI didnt disclose a budget or timeline. https://twitter.com/i/web/status/2011832859313811586 https://twitter.com/i/web/status/2011832859313811586"
X Link 2026-01-15T16:08Z 125.6K followers, [----] engagements

"$UBS GETS FIRST CONDITIONAL APPROVAL FOR US BANKING LICENSE - BLOOMBERG"
X Link 2026-01-15T16:17Z 126.1K followers, [----] engagements

"Unusual Machines $UMAC says it received a $2.1M purchase order for drone components supporting domestically assembled drone systems for defense and government applications"
X Link 2026-01-15T21:06Z 126K followers, 56.6K engagements

"Morgan Stanley Downgrades $MGM to Underweight from Equalweight Lowers PT to $33 from $40 Analyst comments: "We are downgrading the stock as we expect the following factors to drive downside to consensus estimates which are unlikely to drive a positive valuation re-rating: 1) Vegas trends likely remain challenged post 1Q amidst a 'reversion to the mean' on demand plus MGM will face a combination of disruption from renovations at Aria and new supply from Hard Rock in 2027; 2) share loss in Macau as LVS ramps up investment in promotions/generosity; and 3) muted share trends in U.S. OSB/iGaming."
X Link 2026-01-16T10:58Z 126.2K followers, [----] engagements

"Truist Securities on $META (Buy $875 PT): "META trailed peers since 3Q earnings on worries about Capex/Opex spend for [----] and about the company trailing other hyperscalers in AI after the disappointing performance of Llama [--]. That said Meta's valuation at 20x P/E vs. GOOGL and AMZN at 30x+ already reflects much of those fears but fails to reflect its potential to grow faster for longer and ability to catch up in AI in our view. We remain constructive into earnings (1/28) and believe results will be at the higher-end of expectations fueled by strong user engagement and higher monetization"
X Link 2026-01-16T11:29Z 126.1K followers, 34.8K engagements

"JB Hunt $JBHT is trading lower even after a 4Q25 EPS beat at $1.90 vs $1.80 Street because the tone on pricing was cautious. The upside was mostly Intermodal while Dedicated and ICS came in softer on EBIT. There is little clear big pricing opportunity in [----] and most customers treated the late [----] rate spike as seasonal. Cost cuts were a bright spot: $25M saved in 4Q with the annualized run rate already over the $100M target laid out in July plus $140M of buybacks in 4Q and $923M for the year. https://twitter.com/i/web/status/2012126398060880286"
X Link 2026-01-16T11:34Z 125.4K followers, [----] engagements

"Jefferies: Trump + PJM governors backing an emergency PJM "backstop" capacity auction. They call it a negative shock for power as intervention could pressure existing contracts. $GEV seen best winner; positives $NRG $PPL $NEE $PRIM $PWR $WMB; risks $CEG $TLN $VST $CPX"
X Link 2026-01-16T15:02Z 125.3K followers, 14K engagements

"Morgan Stanley Downgrades $AAT to Underweight from Equalweight PT $17 Analyst comments: "1) Below average FFO growth compared to REIT market. [----] was a transition year for AAT with 25e FFO of $2.01 (-22.3% YoY) due to tough comps from one timers. Indeed the decline was driven primarily by known office move-outs dilutive capital recycling interest headwinds and nonrecurring income. We believe this trend continues from '26-'28 with average FFO growth of 0% vs our covered REIT group at 5.3%. We remain cautious on West Coast office fundamentals elevated levels of debt with higher interest costs"
X Link 2026-01-16T19:31Z 126.1K followers, [----] engagements

"WSJ says Beyond Meat $BYND is testing a fruit-flavored carbonated PROTEIN DRINK line called Beyond Immerse sold in limited runs through its online test kitchen as demand for plant-based meat keeps cooling"
X Link 2026-01-16T19:45Z 125.5K followers, [----] engagements

"Elon Musk is seeking $79B to $134B in damages from OpenAI and Microsoft arguing he was defrauded of about $38M in [----] seed funding and is owed a share tied to OpenAIs roughly $500B valuation. Jury trial is set for April in Oakland CA"
X Link 2026-01-17T16:17Z 125K followers, 12.5K engagements

"Morgan Stanley Upgrades $SHAK to Overweight from Equalweight Raises PT to $125 from $115 Analyst comments: "We have not previously recommended SHAK and have long struggled with sales volatility total addressable market value proposition and the desire to invest in the crowded burger segment. That said [----] was solid in a tough fast-casual backdrop and if there is any year that has a higher probability of delivering better and more consistent top-line results it could be [----]. Menu digital and marketing strategies are maturing margin upside and unit growth remain credible in our view and we"
X Link 2026-01-20T09:24Z 126.2K followers, [----] engagements

"TD Cowen Downgrades $WRB to Sell from Hold Lowers PT to $55 from $77 Analyst comments: "Our analysis indicates that W.R. Berkley trades at a premium relative to its current fundamentals with limited upside potential as earnings growth slows and reserve risks rise. Softer premium growth is also likely to add valuation pressure. We continue to value managements thoughtful execution but fundamentals do not seem to support the current premium valuation." Analyst: Andrew Kilgerman https://twitter.com/i/web/status/2013594470269202787 https://twitter.com/i/web/status/2013594470269202787"
X Link 2026-01-20T12:48Z 125.2K followers, [----] engagements

"GrabAGun says it launched $PEW Logistics a wholly owned white label direct-to-consumer fulfillment and logistics platform for firearm and outdoor brands. KelTec is the first manufacturer to roll it out this week"
X Link 2026-01-20T13:07Z 126.2K followers, [----] engagements

"QIAGEN $QGEN IS SAID TO WEIGH STRATEGIC OPTIONS AMID FRESH INTEREST"
X Link 2026-01-20T16:34Z 125.3K followers, [----] engagements

"A judge allowed an injunction that would block Kalshi from offering sports-event contracts in Massachusetts per betting analyst Bill Speros on X. $DKNG $FLUT"
X Link 2026-01-20T16:45Z 126.1K followers, [----] engagements

"@ruth_capital I am riding $ALGM. Excited about them ahead of Earnings and first analyst day in [--] years"
X Link 2026-01-22T07:10Z 126K followers, [----] engagements

"Stifel Upgrades $DDOG to Buy from Hold Lowers PT to $160 from $205 Analyst comments: "We are upgrading Datadog to Buy as recent checks lead us to believe the company will post another larger than typical quarterly (4%+) beat in 4Q driven by accelerating core growth continued strong gains within the non-OAI genAI cohort and Q/Q OAI stability. The net result is we believe DDOG's 4Q growth rate excluding OAI should be 23%. Looking forward we believe management should be able to guide CY26 revenue to $4.1B implying conservative 19%+ core growth (ex-OAI) and assumes OAI remains at its current"
X Link 2026-01-22T08:55Z 125.1K followers, [----] engagements

"ANDURIL TO BUILD 5500-JOB LONG BEACH CA DEFENSE CAMPUS"
X Link 2026-01-22T18:15Z 126K followers, 525.1K engagements

"$INTC Intel Q425 Earnings Highlights 🔹 Adj. EPS: $0.15 (Est. $0.08) 🟢 🔹 Revenue: $13.7B (Est. $13.41B) 🟢; -4% YoY 🔹 Adj. Gross Margin: 37.9%; [----] ppts YoY Q126 Guidance 🔹 Revenue: $11.7B to $12.7B (Est. $12.56B) 🔴 🔹 Adj. EPS: $0.00 (Est. $0.05) 🔴 🔹 Adj. Gross Margin: 34.5% (Est. 36.5%) 🔴 Segment Trends (Q4 YoY) 🔹 CCG (Client): $8.2B; DOWN -7% YoY 🔹 DCAI: $4.7B; UP +9% YoY Commentary 🔸 Intel said supply is expected to be tightest in Q1 improving in Q2 and beyond and highlighted first products on Intel 18A as a milestone. https://twitter.com/i/web/status/2014444019716440559"
X Link 2026-01-22T21:04Z 126.1K followers, 91K engagements

"INTEL $INTC CEO SAYS BUILDING FOUNDRY BUSINESS WILL TAKE TIME"
X Link 2026-01-22T22:16Z 125.5K followers, 115.2K engagements

"Today's Key Events (All EST) 01/23 09:45: US S&P Services PMI Flash 09:45: US S&P Manufacturing PMI Flash 10:00: University Michigan Sentiment Final Before Open 👇 02:00: Ericsson $ERIC 06:50: $SLB 06:45: Booz Allen Hamilton $BAH 07:30: Webster Financial $WBS"
X Link 2026-01-23T09:23Z 126.1K followers, 12.7K engagements

"Medtronic $MDT got CE Mark approval in Europe for its Sphere-360 pulsed field ablation catheter to treat paroxysmal AFib. The company also said it completed the first cases in its US Horizon [---] IDE pivotal trial with the device still investigational in the US"
X Link 2026-01-23T12:07Z 126.2K followers, [----] engagements

"Affirm $AFRM applied for a Nevada industrial loan company charter filing with the state regulator & the FDIC. If approved it would give Affirm a bank subsidiary and expand its ability to offer banking services alongside its BNPL lending. Source: Bloomberg"
X Link 2026-01-23T13:38Z 125K followers, 23.6K engagements

"The $775 sunglasses Macron wore at Davos went viral and sent Italy-based iVision Tech shares up about 60% over the last [--] sessions. The orders surged so fast after his speech that the website crashed and the glasses quickly sold out"
X Link 2026-01-23T18:58Z 125.4K followers, 148K engagements

"IMPORTANT: Our Discord prices are doubling on March [--] due to strong demand. If you want to lock in current pricing this is your last month to do it. Join here: https://whop.com/stocktalk/stocktalka=wallstengine https://whop.com/stocktalk/stocktalka=wallstengine"
X Link 2026-01-24T02:06Z 126K followers, 116.5K engagements

"Merck $MRK is no longer in talks to buy Revolution Medicines $RVMD after the sides couldnt agree on price A deal had been discussed around a $30B valuation. RVMD was $16B before the takeover chatter and is now above $22B with key data for its RAS programs expected in 1H26"
X Link 2026-01-25T20:26Z 125.3K followers, 26.9K engagements

"Todays Key Events (All EST) 01/26/2026 08:30: US Durable Goods 08:30: Chicago National Activity Index 10:30: Dallas Fed Mfg. Bus. Index 13:00: US 2-Year Note Auction Before Open 👇 06:45: Bank of Hawaii $BOH 07:00: Lakeland Financial $LKFN 07:05: HBT Financial $HBT 08:00: Dynex Capital $DX 08:30: Bank of Marin $BMRC 08:30: Steel Dynamics $STLD 08:30: Ryanair $RYAAY 08:30: Baker Hughes $BKR After Hours 👇 16:00: $AGNC 16:00: Sanmina $SANM 16:05: Chemung Financial $CHMG 16:05: Enterprise Financial Services $EFSC 16:10: Graco $GGG 16:10: South Plains Financial $SPFI 16:10: W.R. Berkley $WRB"
X Link 2026-01-26T06:53Z 126.2K followers, 14.3K engagements

"Eaton $ETN plans to spin off its Mobility Group separating its Vehicle and eMobility segments into a standalone public company by the end of Q1 [----]. Eaton says the move lets it focus on higher-growth higher-margin Electrical and Aerospace and expects the split to be immediately accretive to organic growth and operating margin. https://twitter.com/i/web/status/2015751012687003752 https://twitter.com/i/web/status/2015751012687003752"
X Link 2026-01-26T11:37Z 125.9K followers, 10.8K engagements

"Baird says $ZM has significant exposure to Anthropic from an early investment. They estimate Zoom bought 1.2% in Anthropics [----] Series C and even if diluted peg the stake at roughly $1.5B to $3B at a $350B Anthropic valuation or about 10% to 20% of Zooms EV. They note Zoom re-marked private equity holdings from $400M to $800M and management said its mostly Anthropic. https://twitter.com/i/web/status/2015826453129224613 https://twitter.com/i/web/status/2015826453129224613"
X Link 2026-01-26T16:37Z 125.7K followers, 46.3K engagements

"Booz Allen $BAH responded after the Treasury canceled [--] contracts saying it has zero tolerance for wrongdoing and that the referenced criminal conduct happened more than five years ago on government systems not Booz Allens. The firm said it doesnt store taxpayer data on its systems and cant monitor activity on government networks. https://twitter.com/i/web/status/2015888252583190789 https://twitter.com/i/web/status/2015888252583190789"
X Link 2026-01-26T20:43Z 126.1K followers, 12.9K engagements

"Needham Upgrades $AFRM to Buy from Hold PT $100 Analyst comments: "We are upgrading shares of Affirm following the news that AFRM has submitted an application to establish Affirm Bank a proposed Nevada-chartered industrial loan company. We believe this could be a game-changer for AFRM as it would give AFRM access to deposit funding for loans reduce third-party risk by moving several products in-house (rather than offering them through banking partners) while also potentially accelerating growth and/or product development. Given these dynamics we are increasingly confident in AFRM's"
X Link 2026-01-27T10:37Z 125K followers, [----] engagements

"Zscaler $ZS launched an AI Security Suite to help enterprises govern gen-AI use and get ready for agentic AI with tools to inventory AI apps control access and protect AI infrastructure"
X Link 2026-01-27T11:09Z 125.4K followers, 14.5K engagements

"Celebrity makeup brand Pat McGrath Labs filed for Chapter [--] to stop a lender from forcing an auction of the brand. The lender is seeking $43M+ which McGrath disputes calling the issue an unsustainable capital structure. Court hearing is Tuesday"
X Link 2026-01-27T17:34Z 125K followers, [----] engagements

"WSJ: The Trump administration is warning South Korea not to target U.S. tech firms with discriminatory probes or rules with Coupang $CPNG a key focus. The report says JD Vance raised it with Koreas PM"
X Link 2026-01-27T18:58Z 125K followers, 18.2K engagements

"$FFIV Q126 EARNINGS HIGHLIGHTS 🔹 Revenue: $822M (Est. $755.96M) 🟢; +7% Y/Y 🔹 Adj. EPS: $4.45 (Est. $3.65) 🟢 FY Guide: 🔹 Adj. EPS: $15.65$16.05 (Est. $15.11) 🟢 🔹 Revenue growth: 5%6% (raised from 0%4% previously) 🟢 🔹 Non-GAAP operating margin: 34%35% (raised from 33.5%34.5% previously) Q2 Guide: 🔹 Revenue: $770M$790M (Est. $747.6M) 🟢 🔹 Adj. EPS: $3.34$3.46 (Est. $3.41) 🟢 Other Metrics: 🔹 Product revenue growth: +11% Y/Y 🔹 Systems revenue: $218M; +37% Y/Y 🔹 Software revenue: $192M; DOWN 8% Y/Y 🔹 Global services revenue: $412M; +4% Y/Y 🔹 Non-GAAP gross margin: 83.8% (vs. 83.9%"
X Link 2026-01-27T21:11Z 126K followers, 10.1K engagements

"SEAGATE $STX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.83B (Est. $2.75B) 🟢 🔹 Adj. EPS: $3.11 (Est. $2.83) 🟢 🔹 Non-GAAP gross margin: 42.2% Q3 Guide: 🔹 Revenue: $2.9B +/- $100M (Est. $2.785B) 🟢 🔹 Adj. EPS: $3.40 +/- $0.20 (Est. $3.01) 🟢 Other Metrics: 🔹 Free cash flow: $607M 🔹 Cash flow from operations: $723M 🔹 Cash & cash equivalents: $1.0B 🔹 Shares outstanding: 218M Capital Return: 🔹 Dividend declared: $0.74 per share 🔹 Dividend payable: April [--] [----] (record date: March [--] 2026) 🔹 Cash dividends paid: $154M Financials: 🔹 Retired debt: $500M Exchangeable Senior Notes due 2028"
X Link 2026-01-27T21:15Z 126.1K followers, 25.1K engagements

"$NXT Q326 EARNINGS HIGHLIGHTS 🔹 Revenue: $909M (Est. $745.13M) 🟢; +34% YoY 🔹 Adj. EPS: $1.10 (Est. $0.70) 🟢 🔹 Adj. EBITDA margin: 23.5% 🔹 Share repurchase program: up to $500M (3-year term) FY Guide: 🔹 Revenue: $3.425B to $3.500B (Est. $3.453B) 🟡 🔹 Adj. EPS: $4.26 to $4.36 (Est. $4.28) 🟡 🔹 GAAP diluted EPS: $3.43 to $3.53 🔹 Adjusted EBITDA: $810M to $830M Financials: 🔹 Cash & cash equivalents: $953M; Debt: $0 🔹 Adj. gross profit: $295M 🔹 Adj. gross margin: 32.4% 🔹 Adj. net income: $170M 🔹 Operating cash flow: $391M YTD 🔹 Record backlog Commentary: 🔸 Supported by the"
X Link 2026-01-27T21:21Z 126.1K followers, 11.6K engagements

"TEXAS INSTRUMENTS $TXN CEO SAYS DATA CENTER REVENUE IN [----] WAS $1.5 BILLION UP 64% YoY"
X Link 2026-01-27T21:52Z 126K followers, 60.9K engagements

"Anthropic raised its [----] revenue forecast by 20%. It now sees revenue up to $18B in [----] and $55B in [----] and lifted its optimistic [--------] path by 40%. On that track it reaches $148B in [----] while projecting $100B+ in model training costs by [----] and a later timeline to go cash-flow positive. Source: The Information https://twitter.com/i/web/status/2016321683498664322 https://twitter.com/i/web/status/2016321683498664322"
X Link 2026-01-28T01:25Z 126.1K followers, 101.6K engagements

"Todays Key Events (All EST) 01/28/2025 07:00: US MBA Mortgage Applications 10:00: Trump & Bessent Speak (Tentative) 14:00: FOMC Rate Decision 14:30: Press Conference w/Powell Before Open 👇 01:00 $ASML 06:00 Danaher $DHR 06:00 Elevance Health $ELV 06:10 Otis $OTIS 06:30 AT&T $T 06:30 GE Vernova $GEV 06:30 Textron $TXT 06:45 Brinker $EAT 06:45 MSCI $MSCI 07:00 ADP $ADP 07:00 Corning $GLW 07:00 General Dynamics $GD 07:00 Teva $TEVA 07:45 Starbucks $SBUX 08:00 Amphenol $APH 08:15 Progressive $PGR After Hours 👇 16:00 Microsoft $MSFT 16:05 Lam Research $LRCX 16:05 Las Vegas Sands $LVS 16:05"
X Link 2026-01-28T06:00Z 125.2K followers, 15.3K engagements

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