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@BigBullCap "@semodough Many more interesting SPACs coming Doug. Lot of money to be made 🔥👍"
@BigBullCap on X 2020-12-05 17:44:04 UTC 102K followers, XX engagements

"Is there any $PANW eyeing $S chatter going on $S up XX% now"
@BigBullCap on X 2025-07-21 18:25:05 UTC 102.1K followers, 12.7K engagements

"@FIREDUpWealth Yep and XX% dont know the healthcare system. It is not SaaS 🤷♂"
@BigBullCap on X 2025-07-18 22:56:13 UTC 102K followers, XXX engagements

"$UNH this one will reverse hard imo. Patience is required though"
@BigBullCap on X 2025-07-21 15:55:44 UTC 102.1K followers, 22.6K engagements

"$GOOGL PT Raised to $XXX at KeyBanc We expect a solid 2Q with revenue of $94.6B (above Street) driven by Search YouTube and Cloud. We expect positive commentary on AI Mode Waymo and expense efficiencies and for management to reinforce the value of Alphabet's platform approach to AI. Given NT momentum we raised 2025E/2026E EPS by 1%/2% to $9.88/$10.56 and introduced 2027E EPS of $XXXXX (all above Street)"
@BigBullCap on X 2025-07-17 12:05:15 UTC 102K followers, 20.9K engagements

"$ASML Wolfe Research Reiterates Outperform PT EUR800 With regard to CY25 numbers 3Q guidance was a bit light but full year guidance was unchanged reflecting XX% y/y growth in line with consensus. The company did lower EUV unit/revenue assumptions for CY25 but the lower revenue from new EUV tools was offset by higher upgrades (captured in installed base revenue) and lower EUV units were offset by a mix shift to 3800 which carries higher ASPs. Total expectations therefore remain unchanged. Management did however downtick on their conviction for CY26 revenue growth citing macro/geopolitical"
@BigBullCap on X 2025-07-17 12:22:49 UTC 102K followers, 7627 engagements

"Goldman's Monthly Update to US Conviction List We add Duke Energy Huntington Ingalls and Kontoor Brands to the US Conviction List while removing Cloudflare Snowflake and Woodward"
@BigBullCap on X 2025-07-01 12:06:39 UTC 102K followers, 18K engagements

"@PrimeTrading_ $ALAB will double in two to three years"
@BigBullCap on X 2025-07-17 02:17:47 UTC 102K followers, 1288 engagements

"$OPEN just for curiosity I looked at this 1000 bagger that is getting pumped. How did they do last Q Q1 Revenue $1.2B $1.07B Est Net loss $(85) million versus $(109) million in 1Q24 and $(113) million in 4Q24 GUIDANCE: Q2 2025 revenue $1.45-1.525B $1.453B Est 2Q25 Contribution Profit1 guidance of $XX million to $XX million 2Q25 Adjusted EBITDA guidance of $XX million to $XX million Q2 Earnings Aug 5th. On June 6th Opendoor Technologies Seeks Approval for Potential Reverse Split at Ratio Ranging From 1-for-10 to X for-50"
@BigBullCap on X 2025-07-17 01:29:28 UTC 102.1K followers, 26.6K engagements

"BofA on $GTLB Yesterday DevSecOps platform vendor GitLab announced Agent Platform its strategy to inject agentic capabilities across developer workflows is now in public beta. This is an important announcement because we believe getting Agent Platform in production and generating revenue is becoming one of the key investment narratives. We believe Agent Platform has potential to become a meaningful growth driver. Going to public beta from private beta is the last step before becoming generally available to all. We anticipate Agent Platform to go live later this calendar year or early 2026."
@BigBullCap on X 2025-07-18 14:47:30 UTC 102.1K followers, 14.1K engagements

"$GOOGL Several positives in the quarter - BofA into ER 7/23 2Q positives could include; 1) Commentary suggesting ad spend has accel. since April 2) Strong search results suggesting AI integration aiding monetization (lowering rev. reset risk) 3) YouTube beat on easy y/y comps and 4) Cloud strength from added capacity & Workspace AI integration. A key metric for Search sentiment will be paid click growth. Checks suggest click volumes may have decelerated slightly but Search monetization remains strong. Given Leap Year comp in 1Q25 we expect stable X% y/y paid click growth in 2Q. Other areas of"
@BigBullCap on X 2025-07-19 16:57:10 UTC 102.1K followers, 21.8K engagements

"$TTAN Q1 EPS $XXXX $XXXX Est Revenue $215.69M $208.69M Est Guidance: Q2 2026 Revenue $228-$230M $226M Est FY2026 Revenue $910-$920M $902.1M Est"
@BigBullCap on X 2025-06-06 04:16:07 UTC 102K followers, 9958 engagements

"$AMZN PT Raised to $XXX at Morgan Stanley Bull Case $XXX AMZN still top pick'"
@BigBullCap on X 2025-07-10 20:19:28 UTC 102.1K followers, 91.9K engagements

"$NET PT Raised to $XXX at Wells Fargo ER 7/31 We are expecting a solid beat-and-raise quarter on the heels of large deals and ramping demand for DDoS protection. We continue to believe Cloudflare has one of the most durable growth profiles in all of software capable of sustaining high-20s/low-30s revenue growth at scale for the next few years. Our checks remained strong and we noted strong large deal activity including XX seven-figure deals and X deals in the $10-15MM range. Given the current valuation mgmt. will not be able to get away with another beat and blame macro uncertainty for the"
@BigBullCap on X 2025-07-21 13:12:30 UTC 102.1K followers, 6078 engagements

"LiveVox to Merge with Crescent Acquisition Corp $CRSA SPAC to Become Publicly Traded Company in $XXX Million Transaction"
@BigBullCap on X 2021-01-14 13:06:01 UTC 102K followers, XX engagements

"$GOOGL PT Raised to $XXX at Morgan Stanley We have written about our bullish view on GOOGLs accelerating pace of innovation productization and improving disclosure in How is META TikTok Disruption an Analog for GOOG vs GPT We also detailed why we dont expect the search debate to be fully resolved in 2H:25. So looking into 2Q and 2H we are focused on 1) Profitable search growth and revisions with the key being whether GOOGL makes the market feel confident in a path to $10+ of XX EPS and 2) More disclosure on incremental GenAI-enabled engagement and monetization (AI Overview updates AI Mode"
@BigBullCap on X 2025-07-21 12:11:33 UTC 102.1K followers, 14.3K engagements

"$UBER PT Raised to $XXX at Bernstein Stable is good. As we noted after the Q1 print continued stability in Mobility and Delivery trends at UBER would be largely positive. Q2 data points are supportive travel may have bottomed and FX is less of a headwind looking forward. In Mobility we suspect XX% FxN Gross Bookings growth is the bogey which looks achievable and we think it can hold at XX% for Q3 which should drive modest upside to Street numbers. Theres ongoing debate around the ceiling to numbers at UBER. Considering the reinvestment mandate we see more upside to out-year estimates (2026"
@BigBullCap on X 2025-07-21 13:15:01 UTC 102.1K followers, 7396 engagements

"$ORCL trading at mid 50s Forward PE is getting crazier"
@BigBullCap on X 2025-07-17 15:52:14 UTC 102.1K followers, 17.1K engagements

"$FROG launches AI-powered MCP server for developer workflows"
@BigBullCap on X 2025-07-17 13:23:52 UTC 102K followers, 5661 engagements

"OpenAI can keep launching whatever they want. $GOOGL is heading higher"
@BigBullCap on X 2025-07-17 17:48:00 UTC 102.1K followers, 13.2K engagements

"$NVDA PT Raised to $XXX at Citi - AI Infra 2028 TAM $563B"
@BigBullCap on X 2025-07-08 01:37:20 UTC 102K followers, 22.3K engagements

"So $DDOG $TTD and now $XYZ from this list. Next"
@BigBullCap on X 2025-07-18 21:59:52 UTC 102.1K followers, 21.2K engagements

"$FICO Huber Research: 'Buying Opportunity"
@BigBullCap on X 2025-07-09 20:46:07 UTC 102K followers, 11.2K engagements

"$S Palo Alto said to have indicated not interested in acquiring Sentinel One"
@BigBullCap on X 2025-07-21 18:43:58 UTC 102.1K followers, 10.1K engagements

"Guggenheim downgrades Datadog on fears that OpenAI will cut spending OpenAI now accounts for roughly $XXX million about XX% of Datadogs AInative customer cohort. Should they migrate away Guggenheim says Datadog faces a $XXX million or greaterhole to fill in 2026 as core enterprise spending remains subdued"
@BigBullCap on X 2025-07-08 13:37:22 UTC 102.1K followers, 20.2K engagements

"Goldman on $CRCL We initiate coverage of stablecoin issuer Circle Internet Group (CRCL) with a Neutral rating and an $XX 12-month price target based on 60.0x Q5-Q8 adjusted earnings implying XX% downside. CRCL is a unique asset in the public markets as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets without the direct price volatility inherent to crypto trading. CRCL's main product USDC is a stablecoin meant to represent USD on blockchain. We model a XX% USDC supply CAGR from 2024-27E and 26%/37% CRCL revenue/adj. EPS"
@BigBullCap on X 2025-06-30 13:03:05 UTC 102K followers, 16.9K engagements

"$COIN PT Raised to $XXX at Cantor Fitzgerald As we highlighted in our initiation the investor perception shift in COIN from being a cyclical cryptocurrency trading platform to a mission-critical infrastructure layer of crypto will drive a re-rating in shares. We viewed stablecoins and its layer X Base as key drivers of that perception shift. We believe shares are starting to reflect the stablecoin opportunity but they do not reflect the Base opportunity. To that extent COIN just announced a meaningful product update - it is effectively launching a superapp in crypto that includes payments"
@BigBullCap on X 2025-07-21 12:26:58 UTC 102.1K followers, 15.9K engagements

"$NTNX Goldman Sachs Starts at Buy - Nutanix is well-positioned to extend its HCI lead with a large base of three-tier enterprise environments ripe for modernization and a multi-year tailwind from VMware disruption post-Broadcom"
@BigBullCap on X 2025-07-15 12:24:37 UTC 102.1K followers, 6579 engagements

"$MP launches $XXX million public stock offering"
@BigBullCap on X 2025-07-16 20:32:46 UTC 102K followers, 20K engagements

"$AMZN CIO survey give us more conviction in AWS acceleration ahead"
@BigBullCap on X 2025-07-11 01:49:00 UTC 102K followers, 26.8K engagements

"$TSM PT Raised to $XXX at Goldman Sachs Maintain Conviction Buy"
@BigBullCap on X 2025-07-17 16:24:04 UTC 102K followers, 9395 engagements

"@JRambo0810 You are questioning a $10T company"
@BigBullCap on X 2025-07-17 17:59:26 UTC 102K followers, 1548 engagements

"Cantor on $NOW ER 7/23 ServiceNow kicks us off next Wednesday July XX after the market closes where we previewed shares positively earlier this week provided positive checks. We picked up a possible uptick in shorting NOW shares given recent outperformance but believe this may have been more tactical. We expect the 2Q report to be a positive catalyst for shares with mitigated Federal risks (checks indicate stable demand) and Now Assist starter packs possibly driving more Pro Plus upgrades/adoption. PT $1200"
@BigBullCap on X 2025-07-21 12:16:55 UTC 102.1K followers, 6328 engagements

"So $DDOG $TTD have gotten added so far. Who is next"
@BigBullCap on X 2025-07-14 22:59:51 UTC 102.1K followers, 23.1K engagements

"$GTLB Rosenblatt Starts at Buy GitLab provides one of the leading DevOps platforms used by software engineers and IT Ops throughout the application development life cycle. Starting as an Open Source CI/CD tool GitLabs expanding DevSecOps platform brings together source code management CI/CD workflows application testing security project management monitoring and more. With all key aspects of the Software Development Lifecycle ('SDLC') on a single platform the Company delivers an integrated experience across multiple personas increased productivity and reduced friction. In our view the growth"
@BigBullCap on X 2025-07-15 12:08:22 UTC 102.1K followers, 9074 engagements

"$FICO Needham says our valuation analysis suggests a heavily favorable risk-reward from these levels. Remains on our Conviction List"
@BigBullCap on X 2025-07-16 16:33:46 UTC 102K followers, 12.7K engagements

"$CRWV HSBC Starts at Reduce PT $XX lol worse than Davidson target"
@BigBullCap on X 2025-07-16 20:34:19 UTC 102K followers, 16.1K engagements

"$NFLX Q2 EPS $XXXX $XXXX Est Revenue $11.08B $11.04B Est GUIDANCE: FY2025 revenue $44.8-45.2B $44.5B Est"
@BigBullCap on X 2025-07-17 20:03:57 UTC 102.1K followers, 20.8K engagements

"$PATH Q1 EPS $XXXX vs ($0.09) reported last year Revenue $186.2mn vs $113.1mn last year GUIDANCE: Q2 2022 revenue of $180-185mn ARR in the range of $702mn and $704mn Revenue $180mn and $185mn For the fiscal full year 2022: ARR in the range of $850mn and $855mn"
@BigBullCap on X 2021-06-08 20:17:33 UTC 101.9K followers, XX engagements

"$NFLX ER AFTER HOURS Bernstein PT to $1390 We believe Netflix can reach the Trillion Dollar Club through the fundamental PxQ algorithm without having to rely on an aggressive market multiple. That said we expect the stock to trade at a premium reflecting its moat and the strength of its underlying fundamentals"
@BigBullCap on X 2025-07-17 15:15:38 UTC 102.1K followers, 6808 engagements

"Lucid Nuro and Uber launch autonomous robotaxi partnership to develop an autonomous robotaxi service exclusively for the Uber platform - $UBER aims to deploy 20000 or more Lucid vehicles equipped with the Nuro Driver over six years in dozens of markets around the world. - $UBER is said to be investing $XXX million in Lucid as part of the deal"
@BigBullCap on X 2025-07-17 12:47:20 UTC 102K followers, 11.1K engagements

"$ORCL PT Raised to $XXX at Citizens JMP Our new $XXX price target (previously $240) implies a CY26E EV/revenue of 13.4x (previously 10.5x) and a P/E of 40x (previously 30x) a XX% premium to the large-cap software peer group median P/E multiple that we believe is justified due to Oracles leading market position and accelerating growth"
@BigBullCap on X 2025-07-18 09:54:34 UTC 102.1K followers, 11.7K engagements

"$ARM BNP Paribas Exane Upgrades to Outperform PT $210"
@BigBullCap on X 2025-07-16 13:27:35 UTC 102K followers, 7038 engagements

"$ASML Q2 EPS EUR5.90 EUR5.15 Est Revenue EUR7.69B EUR7.54B Est GUIDANCE: Q3 2025 revenue EUR7.4-7.9B and a gross margin between XX% and XX% FY2025 total net sales increase of around XX% relative to 2024 (prior to be between XX billion and XX billion) with a gross margin of around XX% (prior between XX% and 53%)"
@BigBullCap on X 2025-07-16 13:16:55 UTC 102K followers, 7420 engagements

"$GOOGL OpenAI to use Google Cloud for ChatGPT - CNBC - OpenAI said Wednesday that it expects to start using Google's Cloud infrastructure for its ChatGPT chatbot product as compute constraints increase - Google Cloud Platform was added to OpenAI's list of providers which includes Microsoft Oracle and more"
@BigBullCap on X 2025-07-16 20:37:44 UTC 102.1K followers, 30K engagements

"@dalibali2 Remember the three trillion dollar predictions of 2021 $SQ $SE $SHOP 🤣"
@BigBullCap on X 2025-07-17 04:52:17 UTC 102.1K followers, 1106 engagements