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@BigBullCap Avatar @BigBullCap Kaushik

Several tech companies have made significant announcements, including Datadog ($ddog) unveiling AI agents to resolve application issues and expand security capabilities. Other companies, such as Oracle ($orcl) and Meta ($meta), have reported positive results, with Oracle's Q4 results beating consensus and Meta's ad rollout in WhatsApp expected to generate significant revenue. Additionally, companies like Tutan ($ttan) and Shopify ($shop) have seen their stock prices react positively to recent news and results.

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Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% social networks XXXX% celebrities XXXX% cryptocurrencies XXXX% automotive brands XXXX%

Social topic influence googl #30, $googl #1423, asml #63, $asml #42, eps #274, $ttd 2.29%, autonomous 2.29%, $uber 2.29%, open ai #1509, oscr XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @maxthecomrade @sergeycyw @sixsigmacapital @grok @macaronicapital @itsamekaaay @jbulltard1 @samsolid57 @bluemoontrades @accrued_int @firedupwealth @dividenddudex @ericjhonsa @futureman1977 @ammanideep @sandmansays @growthstockpick @pharmdabbler @proctooor

Top assets mentioned Alphabet Inc Class A (GOOGL) Trade Desk, Inc. (TTD) Uber Technologies, Inc. (UBER) Oscar Health, Inc. (OSCR) GitLab Inc. Class A Common Stock (GTLB) HSBC Holdings PLC (HSBC) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Oracle Corporation (ORCL) Datadog Inc (DDOG) Fair Isaac, Corp. (FICO) Goldman Sachs (GS) Netflix Inc (NFLX) Duke Energy Corp (DUK) Cloudflare, Inc. (NET) Payoneer Global Inc. Common Stock (PAYO) Astera Labs, Inc. Common Stock (ALAB) Open Custody Protocol (OPEN) Chipotle Mexican Grill, Inc. (CMG) Advanced Micro Devices (AMD) Frodo the virtual samurai (FROG) Metadium (META) Block, Inc. (XYZ) NVIDIA Corp. (NVDA) Rubrik, Inc. (RBRK) Circle Internet Group, Inc. (CRCL) Nutanix, Inc. Class A Common Stock (NTNX) MP Materials Corp. (MP) Taiwan Semiconductor (TSM) Applovin Corporation (APP) Micron Technology, Inc. (MU) CoreWeave, Inc. (CRWV) Chime Financial, Inc. Class A Common Stock (CHYM) Microsoft Corp. (MSFT) Sea Limited (SE) Block, Inc. (SQ) Shopify Inc (SHOP)

Top Social Posts #

Top posts by engagements in the last XX hours

"$ASML says it may not achieve 2026 growth as chipmakers face US tariff uncertainty If sales growth doesn't materialize 2026 would be the first flat year in over a decade of uninterrupted revenue growth since 2012"
@BigBullCap Avatar @BigBullCap on X 2025-07-16 13:25:52 UTC 101.9K followers, 9050 engagements

"$OSCR Raymond James Downgrades to Market Perform"
@BigBullCap Avatar @BigBullCap on X 2025-06-24 12:17:45 UTC 101.9K followers, 12.5K engagements

"@FIREDUpWealth Yep and XX% dont know the healthcare system. It is not SaaS 🤷♂"
@BigBullCap Avatar @BigBullCap on X 2025-07-18 22:56:13 UTC 101.9K followers, XXX 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 Avatar @BigBullCap on X 2025-07-17 12:05:15 UTC 101.9K followers, 20.9K engagements

"@MaxTheComrade @sv_techie @SixSigmaCapital @Rubenslashh Yes and I like OS as well"
@BigBullCap Avatar @BigBullCap on X 2025-07-10 17:29:03 UTC 101.8K followers, XXX 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 Avatar @BigBullCap on X 2025-07-17 12:22:49 UTC 101.9K followers, 7588 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 Avatar @BigBullCap on X 2025-07-01 12:06:39 UTC 101.9K followers, 18K engagements

"$FTOC Shareholders Approve Proposed Business Combination with Payoneer $PAYO"
@BigBullCap Avatar @BigBullCap on X 2021-06-23 20:28:33 UTC 101.9K followers, XX engagements

"@PrimeTrading_ $ALAB will double in two to three years"
@BigBullCap Avatar @BigBullCap on X 2025-07-17 02:17:47 UTC 101.9K followers, 1267 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 Avatar @BigBullCap on X 2025-07-17 01:29:28 UTC 101.9K followers, 26.4K 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 Avatar @BigBullCap on X 2025-07-18 14:47:30 UTC 101.9K followers, 12.9K engagements

"$CMG - BWG Global is less positive on CMG following channel-checks adjusting their read to "Mixed" - The less bullish outlook is attributed to macro pressures as sales plan transactions and ticket trends weakened in Q2"
@BigBullCap Avatar @BigBullCap on X 2025-07-07 13:24:59 UTC 101.8K followers, 7883 engagements

"$GIK Northland Capital Starts at Outperform PT $15"
@BigBullCap Avatar @BigBullCap on X 2021-04-13 12:52:16 UTC 101.9K followers, XX engagements

"$AMZN PT Raised to $XXX at Morgan Stanley Bull Case $XXX AMZN still top pick'"
@BigBullCap Avatar @BigBullCap on X 2025-07-10 20:19:28 UTC 101.8K followers, 91.9K engagements

"@jimcramer Forget Jensen I love your new pick PARC to the moon"
@BigBullCap Avatar @BigBullCap on X 2025-07-15 13:29:27 UTC 101.8K followers, 3190 engagements

"$ORCL trading at mid 50s Forward PE is getting crazier"
@BigBullCap Avatar @BigBullCap on X 2025-07-17 15:52:14 UTC 101.9K followers, 16.9K engagements

"$FROG launches AI-powered MCP server for developer workflows"
@BigBullCap Avatar @BigBullCap on X 2025-07-17 13:23:52 UTC 101.9K followers, 5634 engagements

"OpenAI can keep launching whatever they want. $GOOGL is heading higher"
@BigBullCap Avatar @BigBullCap on X 2025-07-17 17:48:00 UTC 101.9K followers, 13K engagements

"$META PT Raised to $XXX at Canaccord Genuity"
@BigBullCap Avatar @BigBullCap on X 2025-07-16 12:52:24 UTC 101.9K followers, 10.4K engagements

"So $DDOG $TTD and now $XYZ from this list. Next"
@BigBullCap Avatar @BigBullCap on X 2025-07-18 21:59:52 UTC 101.9K followers, 17.8K engagements

"$FICO Huber Research: 'Buying Opportunity"
@BigBullCap Avatar @BigBullCap on X 2025-07-09 20:46:07 UTC 101.9K followers, 11.1K engagements

"Lucid Nuro and Uber launch autonomous robotaxi partnership to develop an autonomous robotaxi service exclusively for the Uber platform"
@BigBullCap Avatar @BigBullCap on X 2025-07-17 12:35:28 UTC 101.9K followers, 3885 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 Avatar @BigBullCap on X 2025-07-08 13:37:22 UTC 101.9K 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 Avatar @BigBullCap on X 2025-06-30 13:03:05 UTC 101.9K followers, 16.9K 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 Avatar @BigBullCap on X 2025-07-15 12:24:37 UTC 101.9K followers, 6550 engagements

"$MP launches $XXX million public stock offering"
@BigBullCap Avatar @BigBullCap on X 2025-07-16 20:32:46 UTC 101.9K followers, 20K engagements

"$AMZN CIO survey give us more conviction in AWS acceleration ahead"
@BigBullCap Avatar @BigBullCap on X 2025-07-11 01:49:00 UTC 101.9K followers, 26.8K engagements

"$TSM PT Raised to $XXX at Goldman Sachs Maintain Conviction Buy"
@BigBullCap Avatar @BigBullCap on X 2025-07-17 16:24:04 UTC 101.9K followers, 9325 engagements

"@JRambo0810 You are questioning a $10T company"
@BigBullCap Avatar @BigBullCap on X 2025-07-17 17:59:26 UTC 101.9K followers, 1533 engagements

"So $DDOG $TTD have gotten added so far. Who is next"
@BigBullCap Avatar @BigBullCap on X 2025-07-14 22:59:51 UTC 101.9K followers, 23K 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 Avatar @BigBullCap on X 2025-07-15 12:08:22 UTC 101.9K followers, 9009 engagements

"$FICO Needham says our valuation analysis suggests a heavily favorable risk-reward from these levels. Remains on our Conviction List"
@BigBullCap Avatar @BigBullCap on X 2025-07-16 16:33:46 UTC 101.9K followers, 12.7K engagements

"$CRWV HSBC Starts at Reduce PT $XX lol worse than Davidson target"
@BigBullCap Avatar @BigBullCap on X 2025-07-16 20:34:19 UTC 101.9K 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 Avatar @BigBullCap on X 2025-07-17 20:03:57 UTC 101.9K followers, 20.6K 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 Avatar @BigBullCap on X 2025-07-17 15:15:38 UTC 101.9K followers, 6657 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 Avatar @BigBullCap on X 2025-07-17 12:47:20 UTC 101.9K followers, 11K engagements

"$ARM BNP Paribas Exane Upgrades to Outperform PT $210"
@BigBullCap Avatar @BigBullCap on X 2025-07-16 13:27:35 UTC 101.9K followers, 7023 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 Avatar @BigBullCap on X 2025-07-18 09:54:34 UTC 101.9K followers, 11.3K engagements

"@jbulltard1 @realannapaulina Irresponsible comments and also this Pulte"
@BigBullCap Avatar @BigBullCap on X 2025-07-16 16:28:14 UTC 101.8K followers, XXX 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 Avatar @BigBullCap on X 2025-07-16 13:16:55 UTC 101.9K followers, 7391 engagements

"penetration and fragmentation. Coupang was one of the fastest growing e-commerce players in 2020 (91% revenue growth) capturing c.50% of e-commerce TAM growth in Korea. We anticipate Coupang taking 28%/13% share of the US$269bn/US$565bn e-commerce/total retail TAM by 2023E"
@BigBullCap Avatar @BigBullCap on X 2021-04-05 09:41:29 UTC 101.8K followers, XX 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 Avatar @BigBullCap on X 2025-07-16 20:37:44 UTC 101.9K followers, 29.8K engagements

"@dalibali2 Remember the three trillion dollar predictions of 2021 $SQ $SE $SHOP 🤣"
@BigBullCap Avatar @BigBullCap on X 2025-07-17 04:52:17 UTC 101.9K followers, XXX engagements