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@Stephanie_Link "Good week on the economic front + solid start to earnings from banks & industrials - reactions are opportunities as EPS season is just "silly" season. $WFC $MS $BLK $MMM $GE $ABB $NFLX Good vibe while running this morning: Zara Larson - Don't worry bout me Have a good wknd"
@Stephanie_Link on X 2025-07-18 20:03:42 UTC 192.9K followers, 8477 engagements

"$ISRG: Beat TR up XX% procedure growth up XX% GM up XXX bps eps up 23%. And guides higher across the board. Seriously - EPS = silly season"
@Stephanie_Link on X 2025-07-23 01:16:28 UTC 192.9K followers, 11.7K engagements

"2Q bank EPS h/b solid: fees provisions effiencies & trading. Of big X $BAC is undervalued imo: $BAC & $GS similar ROTCE (13.4% and 13.6%) yet $BAC is now trading at a .4x-turn multiple discount to GS on TBVPS (1.7x vs. 2.1x). As an aside $MS ROTCE XXXX% impressive"
@Stephanie_Link on X 2025-07-16 23:33:53 UTC 192.9K followers, 10.2K engagements

"$GEV: beat across the board w XX% organic growth. Impressive total orders of $12.4B which translates into a book to bill of 1.36x"
@Stephanie_Link on X 2025-07-23 11:01:40 UTC 192.9K followers, 10.2K engagements

"$DHI: up XXXX% today. The largest gain since April 2020. Doesnt take much for the down and outers. Still like housing theme as a favorite for the next decade. Puts/takes until rates fall. When they do the group will be much higher. #patience"
@Stephanie_Link on X 2025-07-23 01:07:49 UTC 192.9K followers, 9884 engagements

"More news on the expansive data center growth - OpenAI $ORCL"
@Stephanie_Link on X 2025-07-22 11:05:26 UTC 192.9K followers, 7334 engagements

"Very solid economic data this am: Retail Sales up .6% Ex-auto up .5% Weekly jobless claims 221K Philly Fed up XXXX. Tame export/import prices. Supportive of X 1/2% GDP growth with steadying inflation trends"
@Stephanie_Link on X 2025-07-17 12:48:52 UTC 192.9K followers, 18.5K engagements

"$GE: Solid beat on EPS EBIT and XX% revenue growth with XX% margins. CES revs up XX% - supportive of the strong aerospace cycle with margins up XX bps y/y and XX bps sequentially. Ests up across the board and raised 2028 target on FCF to $8.5B. $BA $RTX"
@Stephanie_Link on X 2025-07-17 12:54:03 UTC 192.9K followers, 7795 engagements

"Growing up I will admit he scared me. But learned to appreciate his craft over time. A pioneer"
@Stephanie_Link on X 2025-07-23 01:09:28 UTC 192.9K followers, 11.5K engagements

"US lets $GE restart jet engine shipments to China"
@Stephanie_Link on X 2025-07-04 01:53:58 UTC 192.9K followers, 12K engagements

"Deregulation for the banking industry will lead to higher buybacks and dividends but also more M&A as well. Today's $HBAN deal to acquire $VBTX is just the beginning imo. Especially with XX% expense synergies"
@Stephanie_Link on X 2025-07-14 15:19:02 UTC 192.9K followers, 8015 engagements

"$TSLA: misses across the board on EPS revs # of vehicles sold FCF and automotive GM - which has not increased in over a year (price cuts). 2nd Q in a row of DD vols down and R&D spend up XX% higher than expected. Stock down small shows not a car company vs technology one"
@Stephanie_Link on X 2025-07-23 21:50:42 UTC 192.9K followers, 14.1K engagements

"AI is everywhere but still under appreciated within the industrial side of the economy. $ROK taps $NVDA to bring AI to its bots via @ManufactureDive"
@Stephanie_Link on X 2025-05-25 14:15:54 UTC 192.8K followers, 13.2K engagements

"$BK/$NTRS combination would be to enhance $BK's wealth management and investment services business. Follows $COF/Discover Financial earlier in the year. M&A is picking up in the industry following less regulation. $XLF"
@Stephanie_Link on X 2025-06-23 15:25:37 UTC 192.9K followers, 7779 engagements

"M&A activity quietly accelerating past month valued at $352B: Charter/Cox Verizon/Frontier Strathcona/MEG Energy Dicks/Footlocker 3G/Skechers - just a few. $MS $GS $KKR $XLF"
@Stephanie_Link on X 2025-05-16 17:04:09 UTC 192.9K followers, 11.1K engagements

"$BA announces new CFO as Kelly Ortberg continues to bring in his folk. Interesting that they both worked together at $UTX back in the day - Ortberg at Collins Aero and Malave CFO at Carrier. Synergies"
@Stephanie_Link on X 2025-06-30 21:52:14 UTC 192.9K followers, 8207 engagements

"$ABB: an important bellwether for US electrical automation industrials stocks. Stock up X% post EPS w/ record quarterly orders & BTB of 1.10x. Revs up XXXX% from X% Q/Q and also increased guide from LeGrand - another EU comp. $ETN $ROK $HUBB $VRT $WCC. #electrification"
@Stephanie_Link on X 2025-07-17 13:00:26 UTC 192.9K followers, 7711 engagements

"It won't take much for the housing sector to move higher: Mortgage applications rose to a X mo high as rates fall to X mo low. USA - 5m homes short as homebuilders have under produced for XX consecutive years. Pent up demand. $DHI $TOL $KBH etc"
@Stephanie_Link on X 2025-07-09 20:50:59 UTC 192.9K followers, 11.5K engagements

"$BAC raises dividend X% and authorizes $40B buyback - deregulation on capital levels a nice tailwind"
@Stephanie_Link on X 2025-07-23 20:18:43 UTC 192.9K followers, 9210 engagements

"$LVS: Signs of life in Macau helped the EPS revenue and EBITDA beat. Adj property EBITDA beat by XX% and Marina bay beat by 44%. Capex fell as the renovation cycle subsides"
@Stephanie_Link on X 2025-07-23 20:22:56 UTC 192.9K followers, 5826 engagements

"Moodys is late with its downgrade - which isnt a surprise. Fitch SP Global already there"
@Stephanie_Link on X 2025-05-17 01:18:49 UTC 192.9K followers, 20.9K engagements

"$DHI: ugly y/y numbers but beat on just about every metric relative to consensus and against very low expectations. Execution remains best in class in a tough sector"
@Stephanie_Link on X 2025-07-22 11:20:57 UTC 192.9K followers, 10.7K engagements