@CHItraders Avatar @CHItraders CHItrader

Several companies have recently reported earnings, with many beating expectations, including Thermo Fisher Scientific, Valero Energy, and Universal Health Services. Exxon Mobil has made announcements regarding a project in Greece and a bond offering. Additionally, tech companies such as Apple, Amazon, and Google are making advancements in AI, with Apple planning to use a Google AI model to power Siri.

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Social Influence

Social category influence stocks 64.73% finance 33.33% technology brands 18.64% cryptocurrencies 10.74% countries 9.84% automotive brands 4.57% currencies 3.95% financial services #2677 exchanges 2.36% travel destinations 1.52%

Social topic influence beat 19.47%, quarterly earnings #148, ai 7.83%, eps #339, strong 3.33%, $spy #1412, target 3.19%, $googl 3.05%, ceo 3.05%, china 2.84%

Top accounts mentioned or mentioned by @queenofmomo @grok @winnerinvestor @saynototrading @deitaone @cajunvetx @jedimarkus77 @keithhambone @girthyb @elonmusk @chain_alphax @01stocksavage @jhenthorn @cryptocobain @dagrimey1 @fedprom @ifindretards @mcuban @youranonnews @therealfly

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Metadium (META) Mario Coin (COIN) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Applied Materials, Inc. (AMAT) Coinbase Global Inc. (COIN) Alibaba Group (BABA) Netflix Inc (NFLX) Cisco Systems Inc (CSCO) Novo-Nordisk (NVO) Warner Bros Discovery, Inc. (WBD) Rivian Automotive, Inc. (RIVN) Oracle Corporation (ORCL) McDonald's Corp (MCD) Paramount Skydance Corporation Class B Common Stock (PSKY) Micron Technology, Inc. (MU) Bitcoin (BTC) T-Mobile (TMUS) TotalEnergies SE (TTE) Lyft, Inc. Class A Common Stock (LYFT) Uber Technologies, Inc. (UBER) AppLovin Corporation (APP) Palantir Technologies Inc. (PLTR) Arista Networks Inc (ANET) AST SpaceMobile, Inc. Class A Common Stock (ASTS) FedEx Corporation (FDX) Toyota Motor Corporation (TM) HSBC Holdings PLC (HSBC)

Top Social Posts

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

"@01stocksavage @DeItaone They are taxed. Its still not their responsibility to handout their cash to others. 🤦🏻♂"
X Link 2021-03-30T14:02Z [----] followers, [--] engagements

"@jhenthorn @CryptoCobain"
X Link 2021-05-14T01:23Z [----] followers, [--] engagements

"$RUM 'Rumble Has Lost Its Unlawful Anticompetitive Conduct Lawsuit Against Google. Rumble Was Seeking A Judgement In Excess Of Two Billion Dollars"
X Link 2025-05-21T18:11Z [----] followers, [---] engagements

"$NOK $IDGT $SIXG Nokia Advances Multi-PON Fiber Tech Powers blackned's Defense Networks"
X Link 2025-05-28T10:25Z [----] followers, [---] engagements

"💼 SLR Investment Corp $SLRC Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.44 (vs. $0.40 est) YoY: 2.3% (from $0.43) ✅ Revenue Beat Sales: $53.91M (vs. $53.55M est) YoY: 8.6% (from $58.98M)"
X Link 2025-08-05T20:07Z [----] followers, [---] engagements

"📊 TWFG $TWFG Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.20 (vs. $0.17 est) YoY: 98.66% (from $14.89) ❌ Revenue Miss Sales: $60.308M (vs. $63.475M est) YoY: 13.22% (from $53.266M)"
X Link 2025-08-12T21:55Z [----] followers, [---] engagements

"📊 Sierra $BSRR Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.72 YoY: 2.7% (from $0.74) ✅ Revenue Beat Sales: $40.0M YoY: 3.8% (from $38.6M)"
X Link 2025-10-27T12:17Z [----] followers, [---] engagements

"📊 MNTN $MNTN Q3 [----] Earnings ✅ Earnings Beat Adj. EPS: $0.08 YoY: 128.6% (from $(0.28)) ❌ Revenue Miss Sales: $70.0M YoY: 22.6% (from $57.1M)"
X Link 2025-11-04T21:23Z [----] followers, [---] engagements

"📊 Expensify $EXFY Q3 Earnings -4.32% ❌ Earnings Miss Adj. EPS: $(0.03) YoY: 150% (from $0.06) ❌ Revenue Miss Sales: $35.065M YoY: 0.97% (from $35.409M)"
X Link 2025-11-06T21:01Z [----] followers, [---] engagements

"📊 Kayne Anderson BDC $KBDC Q3 Earnings +0.56% ✅ Earnings Beat Adj. EPS: $0.43 YoY: 17.31% (from $0.52) ✅ Revenue Beat Sales: $61.37M YoY: 6.15% (from $57.82M)"
X Link 2025-11-10T21:21Z [----] followers, [---] engagements

"📊 Tvardi Therapeutics $TVRD Q3 Earnings ✅ Earnings Beat Adj. EPS: $(0.59)"
X Link 2025-11-13T21:33Z [----] followers, [---] engagements

"📊 Fortress Biotech $FBIO Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.11 YoY: 114.47% (from -$0.76) ❌ Revenue Miss Sales: $17.631M YoY: 20.52% (from $14.629M)"
X Link 2025-11-14T13:43Z [----] followers, [---] engagements

"📊 Via Transportation $VIA Q3 Earnings ❌ Earnings Miss Adj. EPS: -$1.49 YoY: 12.35% (from -$1.70) ✅ Revenue Beat Sales: $109.653M YoY: 31.61% (from $83.314M)"
X Link 2025-11-14T14:27Z [----] followers, [---] engagements

"INITIATIONS 🔹 $ANNX Buy at Clear Street; PT $17 🔹 $BL Buy at Rosenblatt; PT $65 🔹 $CCCC Buy at TD Cowen 🔹 $CRC Overweight at Wells Fargo; PT $58 🔹 $CAI Hold at Canaccord; PT $28 🔹 $CBRE Overweight at Barclays; PT $190 🔹 $CRCL Underperform at Wolfe; PT $60 🔹 $NET Overweight at Barclays; PT $235 🔹 $CWK Equal-Weight at Barclays; PT $18 🔹 $DHR Overweight at Morgan Stanley; PT $270 🔹 $FUBO Market Perform at Raymond James 🔹 $JLL Equal-Weight at Barclays; PT $351 🔹 $KBR Outperform at Oppenheimer; PT $60 🔹 $KNTK Buy at Jefferies; PT $41 🔹 $MTD Equal-Weight at Morgan Stanley 🔹 $MRP Buy"
X Link 2025-12-02T12:26Z [----] followers, [---] engagements

"$FMC FMC Corp CEO says tariffs are going to be a headwind in 2026"
X Link 2025-12-03T18:58Z [----] followers, [---] engagements

"📈 UPGRADES 🔹 $ARX Market Outperform at Citizens; PT [--] 🔹 $BXP Overweight at KeyBanc; PT [--] 🔹 $CURB Overweight at KeyBanc; PT [--] 🔹 $EGP Overweight at KeyBanc; PT [---] 🔹 $META Buy at Arete; PT [---] 🔹 $NU Outperform at Santander; PT [--] 🔹 $TSHA Buy at Goldman; PT [--] 🔹 $TOST Overweight at JPM; PT [--] 🔹 $TOL Overweight at JPM 🔹 $UMH Buy at Colliers; PT [--] https://twitter.com/i/web/status/1996556568440033633 https://twitter.com/i/web/status/1996556568440033633"
X Link 2025-12-04T12:25Z [----] followers, [---] engagements

"INITIATIONS 🔹 $ACEL Outperform at Citizens 🔹 $AFRM Buy at Freedom Capital; PT [--] 🔹 $BCPC Neutral at Rothschild & Co Redburn; PT [---] 🔹 $BBOT Overweight at Morgan Stanley; PT [--] 🔹 $LEU Buy at Needham; PT [---] 🔹 $C Buy at William O'Neil 🔹 $CRWV - Buy at Roth Capital Partners; PT [---] - Buy at Freedom Capital; PT [---] 🔹 $GEV Buy at William O'Neil 🔹 $HUBG Overweight at Wells Fargo; PT [--] 🔹 $LSTR Equal-Weight at Wells Fargo; PT [---] 🔹 $OKLO Buy at Needham; PT [---] 🔹 $PVLA - Buy at BTIG; PT [---] - Buy at Clear Street; PT [---] 🔹 $METC Equal-Weight at Morgan Stanley; PT [-----] 🔹 $R Overweight at"
X Link 2025-12-05T12:43Z [----] followers, [---] engagements

"$TDAY USA TODAY Enters Into Multi-Year AI Licensing Partnership With $META"
X Link 2025-12-05T13:41Z [----] followers, [---] engagements

"$BORR $NE Noble Corp To Sell Six Jackups For $424M Including $360M Deal With Borr Drilling And A Separate Transaction For The Sale Of One Rig To Ocean Oilfield Drilling For $64M In Cash"
X Link 2025-12-08T21:57Z [----] followers, [---] engagements

"$DDD 3D Systems To Exchange An Aggregate Principa Amount Of $31 Million Of [----] Notes For 16.6M Shares"
X Link 2025-12-09T13:14Z [----] followers, [---] engagements

"📊 Netskope $NTSK QX Earnings ✅ Earnings Beat Adj. EPS: $(0.10) ✅ Revenue Beat Sales: $184.200M"
X Link 2025-12-11T21:10Z [----] followers, [---] engagements

"$DDD 3D Systems Announced That The U.S. Food And Drug Administration Has Granted 510(K) Clearance Expanding The Indications For Its VSP Orthopedics Virtual Surgical Planning And Patient-specific Instrumentation Platform To Include Skeletally Mature Adolescents Of Normal Bone Stature In Addition To Adults https://twitter.com/i/web/status/2000545012363186318 https://twitter.com/i/web/status/2000545012363186318"
X Link 2025-12-15T12:34Z [----] followers, [---] engagements

"INITIATIONS 🔹 $CAMT Neutral at Goldman; PT $123 🔹 $CBC Overweight at Piper Sandler; PT $28 - Overweight at Morgan Stanley; PT $31 🔹 $FN Positive at Susquehanna; PT $550 🔹 $GLOO Buy at Benchmark; PT $14 - Buy at Loop Capital; PT $12 - Buy at Texas Capital; PT $14 - Buy at Roth Capital Partners; PT $17 🔹 $MTSI Neutral at Susquehanna; PT $200 🔹 $PONY Outperform at Macquarie; PT $29 🔹 $SEPN Buy at Truist Secs; PT $34 🔹 $SERA Buy at Jefferies; PT $5 🔹 $SITM Buy at Goldman; PT $420 🔹 $VINP Outperform at Grupo Santander; PT $16 🔹 $VFS Corporate at Edison Investment Research"
X Link 2025-12-15T13:23Z [----] followers, [---] engagements

"$AIV Aimco Enters Agreement With LaTerra Capital In Partnership With Respark To Sell Its Portfolio Of Seven Apartment Properties Including [----] Units In Chicago Market For $455M"
X Link 2025-12-15T21:23Z [----] followers, [----] engagements

"Vir Biotechnology $VIR licensed European rights for its hepatitis delta therapy to Norgine locking in upfront cash milestone upside and cost sharing. 🔹 55M upfront up to 495M milestones plus mid-teens to high-20s% royalties 🔹 Norgine gets rights in Europe Australia New Zealand 🔹 $VIR keeps U.S. and other markets 🔹 Norgine covers 25% of ECLIPSE trial costs 🔹 ECLIPSE [--] fully enrolled 🔹 Cash runway extended into Q4 [----] https://twitter.com/i/web/status/2001036760365645982 https://twitter.com/i/web/status/2001036760365645982"
X Link 2025-12-16T21:08Z [----] followers, [---] engagements

"$SAVEQ Spirit Airlines considers merger with Frontier amid bankruptcy $ULCC"
X Link 2025-12-16T22:21Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $AVTR Underperform at Jefferies; PT $9 🔹 $BALY Underweight at Barclays; PT $11 🔹 $BF.B Sell at Citi; PT $27 🔹 $CLVT Underweight at Morgan Stanley; PT $3 🔹 $CYBR Neutral at JPMorgan; PT $474 🔹 $FTNT Underweight at JPMorgan; PT $75 🔹 $JNJ Hold at CFRA; PT $222 🔹 $KDP Hold at Jefferies; PT $32 🔹 $MGM Equalweight at Barclays; PT $38 🔹 $PVH Market Perform at Telsey; PT $82 🔹 $SQ Equal Weight at Wells Fargo; PT $7 🔹 $STZ Hold at Jefferies; PT $154 🔹 $WTRG Underweight at Barclays; PT $38 https://twitter.com/i/web/status/2001278285234204960"
X Link 2025-12-17T13:08Z [----] followers, [---] engagements

"$ENVA WEEKLY BREAKDOWN 🔹 Drifted from $163.00 to $163.85 🔹 Weekly move: +0.5% 🔹 Vibe: Flat-with-a-pulse. Stock went nowhere and politely stayed expensive. WHATS DRIVING / DRAGGING IT 🔹 Prior rally already did the heavy lifting 🔹 No new catalysts so price just hovered 🔹 Buyers defended the $160+ area without enthusiasm 🔹 Sellers tried failed and went home 🔹 Credit/fintech backdrop stayed neutral all week OPTIONS IMPLIED VOL 🔹 30-day IV: Moderately elevated but compressing 🔹 Vol pricing says range-bound boredom 🔹 Implied weekly move: Low single digits 🔹 Premiums fading as drama"
X Link 2025-12-21T23:44Z [----] followers, [---] engagements

"$SNEX WEEKLY BREAKDOWN 🔹 Drifted from $95.69 Monday open to $100.19 Friday close 🔹 Weekly move: +4.7% 🔹 Vibe: Slow grind higher no drama just money showing up WHATS DRIVING / DRAGGING IT 🔹 Financials caught a year-end bid as positioning shifted 🔹 No negative headlines to spook holders 🔹 Capital markets activity stayed supportive 🔹 Volatility compressed sellers backed off 🔹 Buyers stepped in quietly not chasing OPTIONS IMPLIED VOL 🔹 30-day IV stayed relatively calm 🔹 Premiums modest given the steady advance 🔹 Implied weekly move tighter than realized price action 🔹 Flow leaned"
X Link 2025-12-28T15:53Z [----] followers, [---] engagements

"$CHAI Core AI Announces Agreement To Divest Siyata Mobile And Its Subsidiaries For Initial Consideration Of $100K In Cash And Earn Out Considerations"
X Link 2025-12-29T13:41Z [----] followers, [---] engagements

"$SBC SBC Medical Enters US Market Through Strategic Investment And Partnership With Leading MedSpa Chain OrangeTwist"
X Link 2026-01-05T12:21Z [----] followers, [---] engagements

"INITIATIONS 🔹 $LMRI Overweight/Outperform across multiple firms; PT $2223 🔹 $SBET Overweight at Cantor; PT $15 🔹 $VTVT Buy at TD Cowen; PT $67 🔹 $WAT Outperform at William Blair"
X Link 2026-01-05T12:28Z [----] followers, [---] engagements

"$COYA FDA IND ACCEPTED 🔹 FDA accepts IND for COYA [---] in frontotemporal dementia 🔹 Targets Treg function in neurodegenerative disease 🔹 FTD has no approved disease-modifying treatments 🔹 Clears path to begin clinical development"
X Link 2026-01-05T13:10Z [----] followers, [---] engagements

"$ARLO ARLO AND SAMSUNG EXTEND PARTNERSHIP TO INTEGRATE NEW SMART SECURITY CAPABILITIES INTO SMARTTHINGS PLATFORM"
X Link 2026-01-05T13:32Z [----] followers, [---] engagements

"FINANCIALS 🔹 $JEF tied to creditor dispute in First Brands bankruptcy 🔹 Bitcoin options show traders targeting $100k 🔹 $UNCRY lifts Alpha Bank stake to 29.8%"
X Link 2026-01-06T11:45Z [----] followers, [---] engagements

"$CORZ A major investor in Core Scientific says the firm will lease [---] megawatts to new clients this year; deals would demonstrate durable demand for data centres and that AI in a in a boom not a bubble"
X Link 2026-01-06T18:58Z [----] followers, [----] engagements

"$LLY $VTYX Eli Lilly is in advanced talks to acquire Ventyx Biosciences for more than USD 1bln"
X Link 2026-01-06T20:57Z [----] followers, [----] engagements

"📉 DOWNGRADES 🔹 $AFYA Neutral at JPMorgan; PT $22 🔹 $ALRS Market Perform at Hovde Group 🔹 $AJG Neutral at Piper Sandler; PT $272 🔹 $ASTS Sector Underperform at Scotiabank 🔹 $AXTA Neutral at Baird; PT $35 🔹 $BCSF Equal-Weight at Wells Fargo; PT $14 🔹 $BAC Peerperform at Wolfe 🔹 $BBAI Neutral at Cantor; PT $6 🔹 $BJ Underweight at Barclays; PT $90 🔹 $BXSL Underweight at Wells Fargo; PT $24 🔹 $COFS Market Perform at Hovde Group 🔹 $CLF Sector Weight at KeyBanc 🔹 $CROX Neutral at Baird; PT $100 🔹 $DECK Underweight at Piper Sandler; PT $85 🔹 $DECK Neutral at Baird; PT $125 🔹 $FIHL"
X Link 2026-01-07T12:30Z [----] followers, [---] engagements

"$KKR SLIPS AFTER DATA CENTER BET $KKR shares trade lower after unveiling a fresh $1.5B equity investment into European data center platform GTR. 🔹 Funds AI-ready high-density data center expansion 🔹 Oak Hill joins with $400M commitment 🔹 Capital deployed via infra strategy not buybacks 🔹 Heavy capex headline spooks near-term traders 🔹 Long-term AI and cloud demand still the core pitch https://twitter.com/i/web/status/2008965112808263889 https://twitter.com/i/web/status/2008965112808263889"
X Link 2026-01-07T18:13Z [----] followers, [---] engagements

"$OLPX Olaplex said to have attracted a takeover offer from Germany's Henkel"
X Link 2026-01-07T19:32Z [----] followers, [---] engagements

"$LUCY Innovative Eyewear 10%+ Shareholder Vladimir Galkin Reported Purchase Of [------] Shares @ Avg Price Of $1.79/Share In Form [--] Filing On Wednesday"
X Link 2026-01-08T12:38Z [----] followers, [---] engagements

"INITIATIONS / REINSTATEMENTS 🔹 $ALLY Buy at UBS; PT $56 🔹 $BCAX Buy at BTIG; PT $28 🔹 $BFH Buy at UBS; PT $92 🔹 $BHLL Buy at Roth Capital 🔹 $EVMN Strong Buy at Raymond James; PT $40 🔹 $FIG Hold at Stifel; PT $40 🔹 $INTU Buy at TD Cowen; PT $802 🔹 $PII Buy at Seaport Global; PT $83 🔹 $TYL Buy at Stifel; PT $550 https://twitter.com/i/web/status/2009247421209977011 https://twitter.com/i/web/status/2009247421209977011"
X Link 2026-01-08T12:54Z [----] followers, [---] engagements

"INITIATIONS / REINSTATEMENTS 🔹 $ARE Equal-Weight at Morgan Stanley 🔹 $AUNA Buy at Inteligo; PT $10.90 🔹 $ADSK Buy at Redburn; PT $375 🔹 $BWMN Neutral at JPMorgan; PT $40 🔹 $BBOT Outperform at Raymond James; PT $24 🔹 $CAVA Outperform at Telsey; PT $85 🔹 $CMG Reinstated Outperform at Telsey; PT $50 🔹 $CTEV Equal-Weight at Wells Fargo; PT $33 🔹 $ED Hold at TD Cowen; PT $105 🔹 $CEG Buy at TD Cowen; PT $440 🔹 $CRGY Market Perform at BMO; PT $10 🔹 $D Hold at TD Cowen; PT $65 🔹 $DOCS Outperform at RBC; PT $59 🔹 $DKNG Hold at Texas Capital; PT $39 🔹 $ETR Buy at TD Cowen; PT $108 🔹"
X Link 2026-01-09T12:37Z [----] followers, [---] engagements

"CONVENIENCE RETAIL GETS A SPLIT VERDICT $CASY earns a premium while $MUSA gets sidelined as food beats fuel in the latest BofA calls. 🔹 $CASY Buy PT $700 on [----] EV EBITDA 15.9x 🔹 Higher-margin foodservice drives expected 8%10% EBITDA growth 🔹 Fuel is 61% of revenue but 70% of inside transactions exclude fuel 🔹 Rural footprint pizza scale liquor licenses support premium multiple 🔹 CEFCO conversions in [----] seen lifting food margins 🔹 $MUSA Underperform PT $405 on [----] EV EBITDA 8.6x 🔹 Heavy fuel and nicotine exposure caps upside in low-volatility pricing 🔹 $WMT adjacency and lean ops"
X Link 2026-01-09T18:57Z [----] followers, [---] engagements

"ABBV BUYS ARIZONA FACTORY $ABBV is buying a device plant from $WST to make more of its own drug gear in-house. 🔹 Grabbing a Tempe AZ manufacturing site plus device IP 🔹 Hiring [---] workers at the site 🔹 Spending $175M+ to buy and modernize it 🔹 Adds injector tech for immunology and neuroscience drugs 🔹 Part of $10B U.S. manufacturing push over [--] years 🔹 Deal expected to close mid-2026 https://twitter.com/i/web/status/2010678219431657690 https://twitter.com/i/web/status/2010678219431657690"
X Link 2026-01-12T11:40Z [----] followers, [---] engagements

"FINANCIALS 🔹 Trump calls for 10% cap on credit card rates 🔹 $DB India unit draws bids from Kotak Federal Bank 🔹 $PRU considers selling India asset manager 🔹 $KKR COO steps down 🔹 $COIN warns lawmakers over stablecoin rewards"
X Link 2026-01-12T12:00Z [----] followers, [---] engagements

"$CYD China Yuchai Acquires 27.97% Stake In Nanyue Diankong For RMB 176.2M ($25M) To Strengthen Powertrain Supply Chain"
X Link 2026-01-12T12:16Z [----] followers, [---] engagements

"WGRX TOKENIZES PHARMACIES $WGRX teams with $DVLT to bolt blockchain and tokenization onto its AI pharmacy platform. 🔹 Licensed DataVault AI tech for PharmacyChain 🔹 Tokenizes pharmacy ops using blockchain smart contracts 🔹 Targets fraud delays and supply chain mess 🔹 Network spans 6500+ pharmacies 🔹 Pilot timeline starts Q1 [----] scales by year-end [----] https://twitter.com/i/web/status/2010697731723927611 https://twitter.com/i/web/status/2010697731723927611"
X Link 2026-01-12T12:57Z [----] followers, [---] engagements

"PACBIO TEAMS UP FOR ULTRA-RARE DISEASE PUSH $PACB plans a strategic collaboration with n-Lorem and EspeRare to use long-read genome sequencing to support custom ASO therapies for ultra-rare diseases. 🔹 Long-read sequencing used to design ASO therapies 🔹 Targets variants missed by standard sequencing 🔹 Aims to cut testing steps and speed validation 🔹 PacBio donating reagents and scientific support 🔹 Goal is faster path from genome to treatment https://twitter.com/i/web/status/2010719526514499600 https://twitter.com/i/web/status/2010719526514499600"
X Link 2026-01-12T14:24Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $ADBE Market Perform at Oppenheimer 🔹 $AA Equal-Weight at Wells Fargo; PT $71 🔹 $AJG Market Perform at BMO; PT $275 🔹 $ASTS Neutral at B Riley; PT $105 🔹 $ATRA Hold at Canaccord; PT $6 🔹 $BSY Neutral at Piper Sandler; PT $45 🔹 $CHTR Underweight at Wells Fargo 🔹 $CRH Equal-Weight at Wells Fargo; PT $138 🔹 $FDX Neutral at BNP Paribas; PT $280 🔹 $RACE Hold at HSBC 🔹 $FIVE Hold at Jefferies; PT $210 🔹 $HPQ Sell at Goldman; PT $21 🔹 $IBP Underweight at JPMorgan; PT $245 🔹 $KALU Equal-Weight at Wells Fargo; PT $120 🔹 $KNF Equal-Weight at Wells Fargo; PT $81 🔹 $LINE"
X Link 2026-01-13T12:54Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $WBD Neutral at Guggenheim; PT $30 🔹 $VMC Neutral at D.A. Davidson; PT $330 🔹 $VOLARA Neutral at JPMorgan; PT $11 🔹 $VVX Hold at Truist 🔹 $SF Hold at TD Cowen 🔹 $SNAP Underperform at BNP Paribas; PT $8 🔹 $RIVN Sell at UBS; PT $15 🔹 $MLM Neutral at D.A. Davidson; PT $690 🔹 $PNG Sector Perform at National Bank; PT CAD [----] 🔹 $KKR Hold at TD Cowen 🔹 $GPN Hold at Deutsche Bank; PT $80 🔹 $DEI Sector Perform at Scotiabank; PT $12.50 🔹 $CCEP Neutral at BofA 🔹 $BLK Hold at TD Cowen 🔹 $AJG Neutral at Cantor; PT $282 https://twitter.com/i/web/status/2011425256410370253"
X Link 2026-01-14T13:08Z [----] followers, [---] engagements

"VCIG PLUGS INTO REAL-WORLD ASSETS $VCIG lands its first enterprise supply partner for its new RWA Exchange. 🔹 Partnering with Mezzofy on asset supply 🔹 Mezzofy runs digital vouchers for big consumer brands 🔹 Network includes Starbucks Pizza Hut KFC SaSa and more 🔹 Brings real consumer spending assets onto the exchange 🔹 Sets up tokenized redeemable merchant assets 🔹 Goal is scalable compliant real-world token trading https://twitter.com/i/web/status/2011537423893725543 https://twitter.com/i/web/status/2011537423893725543"
X Link 2026-01-14T20:34Z [----] followers, [---] engagements

"First Horizon $FHN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.52 YoY: 20.93% (from $0.43) ✅ Revenue Beat Sales: $888.000M YoY: 21.81% (from $729.000M)"
X Link 2026-01-15T12:37Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $VTEX Neutral at UBS; PT $4 🔹 $SLGN Sector Perform at RBC; PT $43 🔹 $RKLB Sector Weight at KeyBanc 🔹 $NTNX Equal-Weight at Barclays; PT $53 🔹 $MLTX Sell at Goldman Sachs; PT $10 🔹 $LESL Underweight at Morgan Stanley; PT $1.50 🔹 $GEHC Sell at UBS; PT $77 🔹 $FLUT Equal-Weight at Wells Fargo; PT $228 🔹 $ACI Underweight at Morgan Stanley; PT $14 https://twitter.com/i/web/status/2011788903452114950 https://twitter.com/i/web/status/2011788903452114950"
X Link 2026-01-15T13:13Z [----] followers, [---] engagements

"INITIATIONS 🔹 $WCCB Buy at Janney; PT $52 🔹 $TOYO Buy at HCW; PT $18 🔹 $SWKS Sector Perform at RBC; PT $65 🔹 $SLAB Sector Perform at RBC; PT $160 🔹 $SNDK Sector Perform at RBC; PT $400 🔹 $RLI Equal-Weight at Wells Fargo; PT $62 🔹 $RGTI Buy at Redburn Atlantic 🔹 $QUBT Buy at Redburn Atlantic 🔹 $QCOM Sector Perform at RBC; PT $180 🔹 $NVDA Outperform at RBC 🔹 $NBIS Equal-Weight at Morgan Stanley; PT $126 🔹 $MU Outperform at RBC 🔹 $MRVL Outperform at RBC 🔹 $LUXE Buy at B. Riley; PT $12 🔹 $LSCC Outperform at RBC 🔹 $LRCX Outperform at RBC 🔹 $KLAC Sector Perform at RBC; PT $1550 🔹"
X Link 2026-01-15T13:14Z [----] followers, [---] engagements

"TOYOTA BUYOUT DRAMA $TM pops as Elliott calls the affiliate buyout price cheap. 🔹 Offer raised to [-----] yen from [-----] 🔹 Elliott says that still lowballs minority holders 🔹 Activist pegs real value above [-----] yen 🔹 Elliott refuses to tender its shares 🔹 Blames 40% jump in Toyota group stocks for higher fair value https://twitter.com/i/web/status/2011851992847491094 https://twitter.com/i/web/status/2011851992847491094"
X Link 2026-01-15T17:24Z [----] followers, [---] engagements

"SHALE MEGADEAL WHISPERS $CTRA and $DVN are rumored to be flirting with a monster merger. 🔹 Talks center on combining to gain scale 🔹 Both heavy in Permian and Anadarko 🔹 Activists want fewer players bigger wallets 🔹 Deal could mean cost cuts and cleaner portfolios 🔹 [----] shale theme: merge or get lonely https://twitter.com/i/web/status/2011858565804204492 https://twitter.com/i/web/status/2011858565804204492"
X Link 2026-01-15T17:50Z [----] followers, [----] engagements

"$AWK American Water Works to invest USD 46-48bln in system upgrades over the next ten years"
X Link 2026-01-15T19:09Z [----] followers, [---] engagements

"UNUSUAL MACHINES SCORES DEFENSE DRONE ORDER $UMAC landed a $2.1M order for U.S.-assembled drone gear for defense and government use. 🔹 $2.1M purchase order tied to NDAA-compliant drone systems 🔹 Fulfillment split across Q1 and Q2 using current capacity 🔹 Includes controllers cameras transmitters headsets motors 🔹 Customers moving fast under government timelines 🔹 Management says ops are built for speed not excuses https://twitter.com/i/web/status/2011907336839827592 https://twitter.com/i/web/status/2011907336839827592"
X Link 2026-01-15T21:04Z [----] followers, [----] engagements

"WRD HITS [----] ROBOTAXIS $WRD is scaling its robotaxi fleet fast as the autonomous race heats up. 🔹 Now at [----] robotaxis worldwide 🔹 Fully driverless in Beijing Guangzhou Abu Dhabi 🔹 Targeting tens of thousands by [----] 🔹 Uses WeRide One and HPC [---] to cut costs 🔹 Rolling out WeRide Go inside WeChat 🔹 WeChat has 1B+ users bookings live in Beijing and Guangzhou 🔹 Partnered with $UBER to launch in Dubai 🔹 $GOOGL/ $GOOG-backed Waymo rolled out Ojai robotaxi at CES 🔹 Waymo fleet already over [----] vehicles 🔹 Waymo trying to raise $10B at $100B valuation 🔹 $TSLA missed Musks Austin"
X Link 2026-01-16T13:51Z [----] followers, [---] engagements

"$WELL UK regulator CMA to investigate the completed acquisitions by Welltower of multiple care homes managed by Barchester HC-One Aria Care and Danforth Care"
X Link 2026-01-19T11:50Z [----] followers, [---] engagements

"BUILDS ON VIATRIS HEART PLAY $VTRS rolls out Inpefa in the UAE kicking off its non-US expansion for a heart failure drug that actually does something. 🔹 First Viatris territory to launch it: UAE 🔹 More countries lined up over the next few years 🔹 Inpefa is the only dual SGLT1/2 inhibitor on the market 🔹 Approved to cut heart-failure deaths and hospital visits 🔹 Targets heart failure type [--] diabetes kidney disease patients https://twitter.com/i/web/status/2013583523475562741 https://twitter.com/i/web/status/2013583523475562741"
X Link 2026-01-20T12:04Z [----] followers, [---] engagements

"WIND FARM GETS A HALL MONITOR $ACN BOSLAN unit gets hired to babysit every bolt and cable on a massive North Sea wind project. 🔹 ScottishPower picks BOSLAN to oversee East Anglia TWO wind farm 🔹 Covers factories parts logistics and offshore installs 🔹 Watching over turbines cables substations platforms everything heavy 🔹 Team includes engineers weld inspectors QA nerds logistics wranglers 🔹 Goal is zero surprises and no how did that pass inspection moments 🔹 BOSLAN brings 20+ years of big-project babysitting experience https://twitter.com/i/web/status/2013595777013015002"
X Link 2026-01-20T12:53Z [----] followers, [---] engagements

"HEART DRUG GOES GLOBAL $VTRS takes its heart medicine on the road starting in the UAE. 🔹 Inpefa launches in the UAE first 🔹 More country launches coming over the next few years 🔹 First and only dual SGLT1/2 inhibitor 🔹 Treats heart failure patients 🔹 Also approved for diabetes and kidney disease patients 🔹 Shown to cut deaths and hospital visits 🔹 Part of $VTRS push beyond US and Europe https://twitter.com/i/web/status/2013601436794306860 https://twitter.com/i/web/status/2013601436794306860"
X Link 2026-01-20T13:16Z [----] followers, [---] engagements

"SEMI TECH MEETS BIG MANUFACTURING $JBL takes a minority stake and teams up with EHT Semi to power the next chip wave. 🔹 $JBL makes strategic minority investment in EHT Semi 🔹 Manufacturing collaboration announced 🔹 Focused on advanced semiconductor fabrication 🔹 EHT Semi builds RF and pulsed-power systems 🔹 Tech boosts plasma stability and precision 🔹 Enables advanced etch and deposition processes 🔹 Aims at next-gen chip performance https://twitter.com/i/web/status/2013607323613217087 https://twitter.com/i/web/status/2013607323613217087"
X Link 2026-01-20T13:39Z [----] followers, [---] engagements

"📊 Barnes & Noble Education $BNED Q2 Earnings ✅ Earnings Beat Adj. EPS: -$0.46 (est. -$0.81) YoY: 38.67% (from -$0.75) ✅ Revenue Beat Sales: $288.160M (est. $244.606M) YoY: 9.39% (from $263.431M)"
X Link 2026-01-20T14:26Z [----] followers, [---] engagements

"📊 Karooooo $KARO Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.49 (vs. $0.46 exp) YoY: 13.95% (from $0.43) ✅ Revenue Beat Sales: $81.374M (vs. $79.180M exp) YoY: 26.62% (from $64.266M)"
X Link 2026-01-20T21:06Z [----] followers, [---] engagements

"Netflix to Raise [----] Content Spending Warns of Profit Pressure $NFLX Netflix Inc. reported fourth-quarter results that beat estimates but forecast lower near-term earnings as it plans to lift spending on films and TV shows by 10% in [----] and absorb costs tied to its Warner Bros. Discovery acquisition. The company spent about $18 billion on programming in [----] grew subscribers nearly 8% to more than [---] million and guided current-quarter earnings below expectations. Netflix said closing the Warner Bros. deal will add $275 million in costs this year and prompt a pause in share buybacks."
X Link 2026-01-20T21:06Z [----] followers, [---] engagements

"$BLK BLACKROCK REPORTS 5.02% PASSIVE STAKE IN $KKR AS OF DEC [--] [----] - SEC FILING"
X Link 2026-01-21T17:39Z [----] followers, [---] engagements

"📊 NVE Corp $NVEC Q3 Earnings +0.79% ✅ Earnings Beat Adj. EPS: $0.70 YoY: 11.11% (from $0.63) ✅ Revenue Beat Sales: $6.225M YoY: 22.95% (from $5.063M)"
X Link 2026-01-21T21:06Z [----] followers, [---] engagements

"UPGRADES 🔹 $CALY Buy at B Riley; PT $19 🔹 $CPRI Buy at TD Cowen; PT $32 🔹 $CS Buy at Clarksons; PT C$18 🔹 $COR Buy at Jefferies; PT $440 🔹 $DDOG Buy at Stifel; PT $160 🔹 $ELAN Overweight at Piper Sandler 🔹 $EHAB Outperform at Oppenheimer; PT $14 🔹 $MCHP Outperform at BNP Paribas; PT $90 🔹 $ONB Buy at TD Cowen; PT $30 🔹 $ON Neutral at BNP Paribas; PT $62 🔹 $RGTI Buy at B Riley; PT $35 🔹 $SFNC Outperform at Raymond James; PT $23 🔹 $SMBK Outperform at Hovde Group; PT $48 🔹 $SPHR Buy at BTIG; PT $110 🔹 $SPOT Accumulate at Inderes; PT $590 🔹 $TPST Buy at HC Wainwright; PT $11 🔹"
X Link 2026-01-22T12:31Z [----] followers, [---] engagements

"DOWNGRADES 🔹 $ACHC Hold at Jefferies; PT $15 🔹 $AGNC Neutral at Jones 🔹 $FOLD Hold at Jefferies; PT $14.50 🔹 $APGE Sector Perform at RBC; PT $83 🔹 $CHE Hold at Jefferies; PT $475 🔹 $CROX Sector Weight at KeyBanc 🔹 $GDRX Hold at Jefferies; PT $2.75 🔹 $H Inline at Evercore ISI; PT $175 🔹 $LCII Hold at Loop Capital; PT $149 🔹 $LEGN Hold at TD Cowen; PT $21 🔹 $QGEN Hold at Deutsche Bank; PT $54 🔹 $ZTS Neutral at Piper Sandler; PT $135 https://twitter.com/i/web/status/2014315077420085423 https://twitter.com/i/web/status/2014315077420085423"
X Link 2026-01-22T12:31Z [----] followers, [---] engagements

"📊 Abbott Laboratories $ABT Q4 [----] Earnings 🔹 Earnings Inline Adj. EPS: $1.50 (inline with estimates) ❌ Revenue Miss Sales: $11.459B (vs. $11.803B est.) 🔹 FY2026 Guidance: Adj. EPS: $5.55$5.80 (vs. $5.15 est.) Organic Sales Growth: 6.5%7.5%"
X Link 2026-01-22T12:33Z [----] followers, [---] engagements

"📈 PRUDENTIAL BOOSTS MALAYSIA CONTROL $PRU agrees to raise its stake in Prudential Assurance Malaysia to 70% in a $375M deal. 🔹 Buys an additional 19% ownership stake 🔹 Total investment US$375M 🔹 Strengthens control over Malaysian life insurance unit 🔹 Deal expected to be earnings and value accretive 🔹 Signals deeper long-term commitment to Asia https://twitter.com/i/web/status/2014333640306458806 https://twitter.com/i/web/status/2014333640306458806"
X Link 2026-01-22T13:45Z [----] followers, [---] engagements

"CARLYLE EYES SINTRA RESORT EXIT $CG is in talks with L Catterton to sell the iconic Penha Longa Resort near Sintra Portugal. 🔹 Discussions ongoing no deal finalized 🔹 Asset is a landmark luxury resort in Portugal 🔹 L Catterton backed by LVMH-linked capital 🔹 Would mark a notable hospitality exit for $CG 🔹 Another private equity rotation in European luxury assets https://twitter.com/i/web/status/2014333782338269659 https://twitter.com/i/web/status/2014333782338269659"
X Link 2026-01-22T13:46Z [----] followers, [---] engagements

"RIMINI LAUNCHES AGENTIC UX ON SERVICENOW $RMNI rolls out its first [--] Agentic UX solutions powered by $NOW. 🔹 First [--] Rimini Agentic UX solutions now live 🔹 Built on ServiceNow platform 🔹 Targets ERP workflow and enterprise automation 🔹 Expands Riminis Agentic AI strategy 🔹 $RMNI and $NOW both trade higher on the news https://twitter.com/i/web/status/2014339267099496506 https://twitter.com/i/web/status/2014339267099496506"
X Link 2026-01-22T14:08Z [----] followers, [---] engagements

"JEFFS BRANDS CHASES WORLD CUP SECURITY $JFBR is lining up an AI-powered pitch to help secure the [----] FIFA World Cup across the US Canada and Mexico. 🔹 Exploring security support opportunities tied to the [----] World Cup 🔹 Play runs through subsidiary KeepZone AI 🔹 Focus on AI-driven threat detection for stadiums and fan zones 🔹 Targeting high-density public environments 🔹 Another small-cap aiming big by attaching itself to a global event https://twitter.com/i/web/status/2014669283612098784 https://twitter.com/i/web/status/2014669283612098784"
X Link 2026-01-23T11:59Z [----] followers, [---] engagements

"LAST WEEKS LARGE-CAP LOSERS $AVAV $DKNG $WST $CEG $APP $WIT $ABT $FLUT $SHOP all took turns falling down the stairs while the market watched. 🔹 $AVAV 19.45% Pentagon stop-work order nuked the SCAR program 🔹 $DKNG 14.40% MA judge blocks Kalshi sports contracts regulatory buzzkill 🔹 $WST 13.27% No drama just heavy selling 🔹 $CEG 10.38% Wells Fargo trims PT to $460 vibes downgraded 🔹 $APP 14.68% CapitalWatch report spooked investors 🔹 $WIT 8.37% Q3 results failed to impress 🔹 $ABT 12.23% Soft sales weak EPS guide analysts pile on 🔹 $FLUT 13.07% Analyst PT cuts across the board 🔹 $SHOP"
X Link 2026-01-25T13:06Z [----] followers, [---] engagements

"LEIDOS BULKS UP ENERGY INFRASTRUCTURE $LDOS is buying ENTRUST Solutions Group for $2.4B to muscle further into utility engineering and infrastructure work. 🔹 $2.4B acquisition expands exposure to resilient utility spending 🔹 Pushes $LDOS deeper into gas and electric generation infrastructure 🔹 Adds complementary engineering capabilities and customer base 🔹 Broadens reach across regulated utility markets 🔹 Management expects immediate revenue growth accretion 🔹 EBITDA margins projected to improve right out of the gate https://twitter.com/i/web/status/2015749315176603861"
X Link 2026-01-26T11:31Z [----] followers, [---] engagements

"📈 UPGRADES 🔹 $APP Buy at Needham; PT $700 🔹 $CSCO Outperform at Evercore ISI; PT $100 🔹 $CTSH Buy at Deutsche Bank; PT $100 🔹 $CPAY Overweight at Morgan Stanley; PT $379 🔹 $META Buy at Rothschild & Co Redburn; PT $900 🔹 $NFLX Accumulate at Phillip Secs; PT $100 🔹 $RLAY Outperform at Oppenheimer; PT $14 🔹 $SOLV Overweight at KeyBanc; PT $97 🔹 $STC Outperform at KBW; PT $81 https://twitter.com/i/web/status/2015765913073586230 https://twitter.com/i/web/status/2015765913073586230"
X Link 2026-01-26T12:36Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $AMZN Accumulate at Phillip Secs; PT $290 🔹 $BOKF Neutral at DA Davidson; PT $135 🔹 $CWAN Neutral at UBS; PT $24.55 🔹 $IOBT Neutral at Piper Sandler; PT $0.50 🔹 $LCUT Hold at Canaccord; PT $3.50 🔹 $RGLD Sector Perform at Scotiabank; PT $335 🔹 $VRNS Equal-Weight at Morgan Stanley; PT $41 https://twitter.com/i/web/status/2015765927199899721 https://twitter.com/i/web/status/2015765927199899721"
X Link 2026-01-26T12:37Z [----] followers, [---] engagements

"INITIATIONS / REINSTATEMENTS 🔹 $AIR Neutral at Goldman; PT $121 🔹 $AMD Reinstated Buy at William ONeil 🔹 $BLTE Buy at BofA; PT $195 🔹 $BKV Buy at William ONeil 🔹 $CHYM Neutral at Rothschild & Co Redburn 🔹 $COMP Overweight at JPMorgan; PT $15 🔹 $BROS Buy at Citi; PT $82 🔹 $EVR Buy at BofA; PT $435 🔹 $EXPO Overweight at JPMorgan; PT $100 🔹 $FNMA Buy at BTIG; PT $20 🔹 $FMCC Buy at BTIG; PT $20 🔹 $LAZ Buy at BofA; PT $65 🔹 $MC Neutral at BofA; PT $81 🔹 $PIPR Underperform at BofA; PT $385 🔹 $VRRM Neutral at JPMorgan; PT $25 🔹 $XYL Outperform at William Blair"
X Link 2026-01-26T12:37Z [----] followers, [---] engagements

"JEFFS BRANDS LANDS FIRST COUNTER-DRONE ORDER $JFBR moves from Amazon data to homeland security hardware. 🔹 Subsidiary KeepZone AI receives first C-UAS purchase order 🔹 Net-launching counter-drone system sold to Mexican aerospace integrator 🔹 Designed for urban security borders and critical infrastructure 🔹 Soft- and hard-kill platform aimed at low collateral damage 🔹 Customer deploys security tech for Mexican government and enterprises 🔹 Follows reseller deals across Mexico Canada Europe UAE Israel https://twitter.com/i/web/status/2015767252235075661"
X Link 2026-01-26T12:42Z [----] followers, [---] engagements

"$HPE BUILDS PRIVATE AI PLATFORM FOR NZ TELCO $HPE partners with 2degrees to deploy a sovereign on-prem private AI platform using HPE Private Cloud AI and NVIDIA tech. 🔹 AI platform stays fully onshore in New Zealand 🔹 Built on HPE Private Cloud AI with NVIDIA infrastructure 🔹 Improves network reliability reduces downtime 🔹 AI-driven analytics optimize performance and operations 🔹 Faster product launches and shorter dev cycles 🔹 Enterprise-grade security with full data sovereignty https://twitter.com/i/web/status/2015878401303642153 https://twitter.com/i/web/status/2015878401303642153"
X Link 2026-01-26T20:03Z [----] followers, [---] engagements

"📊 CRANE HOLDINGS $CR Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.53 YoY: 21.43% (from $1.26) ✅ Revenue Beat Sales: $581.0M YoY: 6.78% (from $544.1M) 🔹 FY2026 Guidance: 🔹 Adj. EPS $6.55$6.75 vs $6.62 est"
X Link 2026-01-26T21:18Z [----] followers, [---] engagements

"📊 BROWN & BROWN $BRO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.93 ❌ Revenue Miss Sales: $1.607B"
X Link 2026-01-26T23:19Z [----] followers, [---] engagements

"📊 $SYF Q4 EARNINGS 🔹 Earnings Inline EPS: $2.04 YoY: 6.81% (from $1.91 steady and unexciting) ❌ Revenue Miss Sales: $4.761B YoY: 3.68% (missed by a rounding error Wall Street will still argue about) OUTLOOK 🔹 FY2026 GAAP EPS: $9.10$9.50 vs $9.20 est"
X Link 2026-01-27T11:29Z [----] followers, [---] engagements

"TRADE & POLICY $EWJ $SPY 🔹 Trump formally hikes South Korea tariffs to 25% 🔹 South Korea scrambling legislatively aims to pass trade act by end-February 🔹 EU launches new DMA proceedings against $GOOG 🔹 EUIndia finalize major trade agreement 🔹 JapanUS to announce initial projects under $550B framework https://twitter.com/i/web/status/2016115046141534223 https://twitter.com/i/web/status/2016115046141534223"
X Link 2026-01-27T11:44Z [----] followers, [---] engagements

"📊 $KMB Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.86 YoY: 24.0% (from $1.50 margins doing the heavy lifting) ❌ Revenue Miss Sales: $4.080B YoY: 17.21% (from $4.928B demand clearly took the quarter off)"
X Link 2026-01-27T11:49Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $AA Equal-Weight at Morgan Stanley 🔹 $AME Market Perform at Oppenheimer 🔹 $BTDR Market Perform at KBW; PT $14 🔹 $CWAN Equal-Weight at Morgan Stanley 🔹 $COMP Neutral at Goldman; PT $14 🔹 $EMR Market Perform at Oppenheimer 🔹 $ICHR Market Perform at Oppenheimer; PT $32 🔹 $INSP Sector Perform at RBC; PT $90 🔹 $MTDR Equal-Weight at Wells Fargo; PT $47 🔹 $MBLY Neutral at Arete; PT $15.70 🔹 $NE Sell at SEB Equities; PT $33 🔹 $OKE Neutral at JPMorgan; PT $83 🔹 $PG Hold at TD Cowen 🔹 $SKYT Hold at TD Cowen; PT $35 - Hold at Needham - Neutral at Piper Sandler; PT $35 🔹"
X Link 2026-01-27T12:21Z [----] followers, [---] engagements

"INITIATIONS 🔹 $ADP Overweight at Cantor; PT $306 🔹 $AFRM Overweight at Cantor; PT $85 🔹 $BBNX Hold at TD Cowen; PT $17 🔹 $BETR Overweight at Cantor 🔹 $BIOA Overweight at Piper Sandler; PT $73 🔹 $XYZ Overweight at Cantor; PT $87 🔹 $CPAY Overweight at Cantor; PT $385 🔹 $DDOG Buy at Daiwa; PT $190 🔹 $FIS Overweight at Cantor; PT $72 🔹 $FISV Neutral at Cantor; PT $70 🔹 $GPN Neutral at Cantor; PT $80 🔹 $GMED Buy at TD Cowen; PT $110 🔹 $ISRG Buy at TD Cowen; PT $660 🔹 $KD Sector Outperform reinstated at Scotiabank; PT $40 🔹 $MA Overweight at Cantor; PT $650 🔹 $NFLX Buy at GF"
X Link 2026-01-27T12:21Z [----] followers, [---] engagements

"📊 $CVLT Q3 EARNINGS ✅ Earnings Beat Adj. EPS: $1.17 YoY: 24.47% (from $0.94) ✅ Revenue Beat Sales: $313.832M YoY: 19.50% (from $262.630M) OUTLOOK 🔹 FY2026 Sales (Raised): $1.177B$1.180B (prior $1.161B$1.165B) 🔹 Q4 Sales: $305.0M$308.0M vs $306.175M est"
X Link 2026-01-27T12:50Z [----] followers, [---] engagements

"$CSGP Third point targets CoStar in new activist campaign; hedge fund plans to nominate directors at Costar"
X Link 2026-01-27T13:01Z [----] followers, [---] engagements

"📊 $PCAR Q4 [----] EARNINGS ❌ Earnings Miss EPS: $1.06 vs Est.: $1.07 ✅ Revenue Beat Sales: $6.82B vs Est.: $6.04B"
X Link 2026-01-27T13:02Z [----] followers, [---] engagements

"PVH TEAMS WITH OPENAI ON AI PUSH $PVH partners with OpenAI to embed custom AI across its operations targeting smarter execution and better consumer experiences. 🔹 AI applied to product design and demand planning 🔹 Focus on inventory optimization and personalization 🔹 Supports Calvin Klein and Tommy Hilfiger brands 🔹 Part of multi-year PVH+ growth strategy 🔹 Goal is scalable practical AI not experiments https://twitter.com/i/web/status/2016139376216989935 https://twitter.com/i/web/status/2016139376216989935"
X Link 2026-01-27T13:21Z [----] followers, [---] engagements

"📊 F5 $FFIV Q1 Earnings ✅ Earnings Beat Adj. EPS: $4.45 YoY: 15.89% (from $3.84) ✅ Revenue Beat Sales: $822.465M YoY: 7.30% (from $766.489M) 📈 FY2026 Guidance Raised Adj. EPS: $15.65$16.05 vs $15.11 est Sales: $3.242B$3.273B vs $3.154B est 📊 Q2 Outlook Adj. EPS: $3.34$3.46 vs $3.38 est Sales: $770M$790M vs $748.3M est https://twitter.com/i/web/status/2016257937925407227 https://twitter.com/i/web/status/2016257937925407227"
X Link 2026-01-27T21:12Z [----] followers, [---] engagements

"📊 Western New England $WNEB Q4 Earnings ✅ Earnings Beat EPS: $0.26 YoY: 62.50% (from $0.16) ✅ Revenue Beat Sales: $22.002M YoY: 18.76% (from $18.527M)"
X Link 2026-01-27T21:12Z [----] followers, [---] engagements

"📊 First Commonwealth $FCF Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.43 YoY: 22.86% (from $0.35) ✅ Revenue Beat Sales: $137.822M YoY: 14.12% (from $120.770M)"
X Link 2026-01-27T22:09Z [----] followers, [---] engagements

"📊 First Busey $BUSE Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.68 YoY: 28.30% (from $0.53) ✅ Revenue Beat Sales: $200.249M YoY: 71.16% (from $116.995M)"
X Link 2026-01-27T22:09Z [----] followers, [---] engagements

"📊 Automatic Data Processing $ADP Q2 Earnings ✅ Earnings Beat Adj. EPS: $2.62 YoY: 11.49% (from $2.35) ✅ Revenue Beat Sales: $5.359B YoY: 6.16% (from $5.048B) Guidance Tweaks FY2026 Adj. EPS: $10.09$11.01 (vs. $10.91 est.) FY2026 Sales: $21.795B (raised from $21.589B$21.795B) FY2026 GAAP EPS: $10.88$10.98 (raised vs. $10.93 est.) https://twitter.com/i/web/status/2016483835127447929 https://twitter.com/i/web/status/2016483835127447929"
X Link 2026-01-28T12:09Z [----] followers, [---] engagements

"BEAMR SHOWCASES VIDEO QUALITY TECH $BMR will present its human-perception video validation framework at Mile High Video [----]. 🔹 Event runs Feb [--] in Denver 🔹 Focus on verifying quality of compressed and AI-enhanced video 🔹 Framework measures how humans actually perceive video quality 🔹 Highlights Beamrs role in video optimization tech https://twitter.com/i/web/status/2016494934321148304 https://twitter.com/i/web/status/2016494934321148304"
X Link 2026-01-28T12:53Z [----] followers, [---] engagements

"AGNICO EAGLE TRIMS NON-CORE ASSET $AEM agreed to sell its remaining 55% stake in Gunnarn Mining to Goldsky. 🔹 Deal valued at $20M cash plus equity and royalty 🔹 Includes Goldsky shares and a 2% NSR on Barsele 🔹 Closing expected by June [--] [----] 🔹 Part of portfolio optimization strategy 🔹 Retains upside exposure without direct ownership https://twitter.com/i/web/status/2016495106577084480 https://twitter.com/i/web/status/2016495106577084480"
X Link 2026-01-28T12:54Z [----] followers, [---] engagements

"📊 Amphenol $APH Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.97 YoY: 76.36% (from $0.55) ✅ Revenue Beat Sales: $6.439B YoY: 49.12% (from $4.318B)"
X Link 2026-01-28T13:01Z [----] followers, [---] engagements

"📈 UPGRADES 🔹 $AMAT Outperform at Mizuho 🔹 $CRCL Neutral at Mizuho 🔹 $EFR Neutral at Roth 🔹 $JNJ Overweight at Morgan Stanley 🔹 $KKR Buy at HSBC; PT $144 🔹 $KRRO Outperform at Oppenheimer; PT $22 🔹 $KRRO Overweight at Cantor 🔹 $MCHP Buy at BofA; PT $95 🔹 $NXT Overweight at KeyBanc; PT $142 🔹 $TXN Neutral at BofA; PT $235 🔹 $V Buy at Redburn; PT $385 https://twitter.com/i/web/status/2016497657997377985 https://twitter.com/i/web/status/2016497657997377985"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements

"INITIATIONS 🔹 $AARD Buy at B Riley; PT $32 🔹 $ALT Overweight at Barclays; PT $20 🔹 $APLS Equal-Weight at Barclays; PT $24 🔹 $ASND Overweight at Barclays; PT $342 🔹 $BE Equal-Weight at Barclays; PT $153 🔹 $BBIO Overweight at Barclays; PT $157 🔹 $COIN Neutral at Baird; PT $240 🔹 $CBIO Overweight at Piper Sandler 🔹 $AXL Buy at BWS Financial; PT $17 🔹 $TRDA Outperform at Oppenheimer; PT $21 🔹 $FORM Hold at Freedom Capital; PT $64 🔹 $FUTU Outperform at CCB Intl; PT $250 🔹 $GEV Buy at China Renaissance; PT $966 🔹 $GOSS Overweight at Barclays; PT $9 🔹 $HTFL Overweight at Wells Fargo;"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements

"$DHR Danaher CEO says there's modest recovery in pharmaceutical especially in Europe; academic and research demand is fairly muted in USA and China though generally stable"
X Link 2026-01-28T13:31Z [----] followers, [---] engagements

"$TM TOYOTA RECALLS [------] MY2023-2026 TOYOTA PRIUS VEHICLES IN US"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements

"Blackstone Weighs Debt Investment in Oracles Michigan Data-Center Project $BX $ORCL Blackstone Inc. is considering adding a debt investment to its planned equity commitment for Oracle Corp.s data-center project in Saline Township Michigan according to people familiar with the matter. Bank of America Corp. is leading efforts to raise about $14 billion in debt financing. The project has faced increased scrutiny after Oracle confirmed Blue Owl Capital Inc. would not provide equity while Oracles shares have fallen and credit default swap costs have risen. Oracle Bank of America and developer"
X Link 2026-01-28T17:59Z [----] followers, [---] engagements

"$STUB Shares Trading Higher Ticketmaster Faces FTC Lawsuit On Ticket Pricing Currently Testifying At U.S. Senate Hearing"
X Link 2026-01-28T19:25Z [----] followers, [---] engagements

"$ALKT Alkami is said to tap adviser to explore sale"
X Link 2026-01-28T20:32Z [----] followers, [---] engagements

"📊 Raymond James Financial $RJF Q1 Earnings ❌ Earnings Miss Adj. EPS: $2.86 (vs. $2.88 est.) YoY: 2.39% (from $2.93) ❌ Revenue Miss Sales: $3.735B (vs. $3.920B est.) YoY: 5.60% (from $3.537B)"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements

"📊 Hawkins $HWKN Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.69 (vs. $0.74 est.) YoY: 4.17% (from $0.72) ❌ Revenue Miss Sales: $244.080M (vs. $252.511M est.) YoY: 7.90% (from $226.205M)"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements

"📊 Deluxe $DLX Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 14.29% (from $0.84) ✅ Revenue Beat Sales: $535.3M YoY: 2.84% (from $520.5M)"
X Link 2026-01-28T21:22Z [----] followers, [---] engagements

"📊 Chain Bridge Bancorp $CBNA Q4 Earnings ✅ Earnings Beat EPS: $0.81 YoY: 37.29% (from $0.59) ✅ Revenue Beat Sales: $14.695M YoY: 16.78% (from $12.584M)"
X Link 2026-01-28T21:44Z [----] followers, [---] engagements

"📊 Murphy Oil $MUR Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.14 YoY: 60.00% (from $0.35) ❌ Revenue Miss Sales: $624.557M YoY: 6.92% (from $670.960M)"
X Link 2026-01-28T21:46Z [----] followers, [---] engagements

"AMERICAN TOWER FLAGS DISH DEFAULT $AMT says DISH skipped payments but [----] stays intact 🔹 DISH Wireless in default under [----] Strategic Collocation Agreement 🔹 Missed payment obligations triggered the breach 🔹 $AMT filed for declaratory judgment to enforce the contract 🔹 Management says no impact to [----] financial results 🔹 Stock barely moved because this was already mentally priced in https://twitter.com/i/web/status/2016631422144930277 https://twitter.com/i/web/status/2016631422144930277"
X Link 2026-01-28T21:56Z [----] followers, [---] engagements

"📊 $PH Q2 EARNINGS ✅ Earnings Beat Adj. EPS: $7.65 YoY: 17.15% (from $6.53) ✅ Revenue Beat Sales: $5.174B YoY: 9.09% (from $4.74B) 🔹 FY2026 Adj. EPS Guidance Raised: $30.40$31.00 vs $30.33 est (prior $29.60$30.40) 🔹 FY2026 GAAP EPS Guidance Raised: $26.26$26.86 vs $26.46 est (prior $25.53$26.33) 🔹 FY2026 Sales Guidance Raised: $20.942B$21.339B vs $21.106B est (prior $20.644B$21.239B) https://twitter.com/i/web/status/2016868673663750514 https://twitter.com/i/web/status/2016868673663750514"
X Link 2026-01-29T13:38Z [----] followers, [---] engagements

"📊 $NDAQ Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.96 YoY: 26.32% (from $0.76) ✅ Revenue Beat Sales: $1.392B YoY: 13.45% (from $1.227B) 🔹 [----] Non-GAAP OpEx Guidance Initiated: $2.455B$2.535B 🔹 [----] Non-GAAP Tax Rate Outlook: 22.5%24.5%"
X Link 2026-01-29T13:41Z [----] followers, [---] engagements

"US-LISTED SHARES OF COPPER MINERS RISE PREMARKET AFTER COPPER PRICES HIT RECORD HIGH BHP UP 4.1% AND RIO TINTO UP 3.3% FREEPORT-MCMORAN UP 7.4% SOUTHERN COPPER UP 7.7% AND TECK RESOURCES UP 5.2%"
X Link 2026-01-29T14:00Z [----] followers, [---] engagements

"IMG SIGNS WOOD CHIP SUPPLY DEAL $IMG up modestly after subsidiary Zhimeng inked a $2.6M sales agreement with Yuncheng Trading. 🔹 15K bone-dry metric tons of wood chips 🔹 Contract value approx. $2.59M 🔹 Delivery expected by Feb [--] [----] 🔹 Supports raw material supply stability https://twitter.com/i/web/status/2016880486241415420 https://twitter.com/i/web/status/2016880486241415420"
X Link 2026-01-29T14:25Z [----] followers, [---] engagements

"$AAL AMERICAN AIRLINES PLANS TO RESUME DAILY SERVICE TO VENEZUELA PENDING U.S. GOVERNMENT APPROVAL AND SUBJECT TO SECURITY ASSESSMENTS -- AIRLINE"
X Link 2026-01-29T17:01Z [----] followers, [---] engagements

"📊 NewtekOne $NEWT Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: 5.8% (from $0.69) ❌ Revenue Miss Sales: $73.333M YoY: 2.70% (from $75.366M)"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements

"📊 Stryker $SYK Q4 Earnings ✅ Earnings Beat Adj. EPS: $4.47 YoY: 11.47% (from $4.01) ✅ Revenue Beat Sales: $7.171B YoY: 11.42% (from $6.436B)"
X Link 2026-01-29T21:08Z [----] followers, [---] engagements

"📊 Olin $OLN Q4 Earnings ❌ Earnings Miss Adj. EPS: $(0.75) YoY: 933.33% (from $0.09) ✅ Revenue Beat Sales: $1.665B YoY: 0.36% (from $1.671B)"
X Link 2026-01-29T21:08Z [----] followers, [---] engagements

"📊 Avidbank Holdings $AVBH Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: N/A ✅ Revenue Beat Sales: $26.780M YoY: N/A"
X Link 2026-01-29T21:11Z [----] followers, [---] engagements

"📊 PCB Bancorp $PCB Q4 Earnings ✅ Earnings Beat EPS: $0.64 YoY: 39.13% (from $0.46) ❌ Revenue Miss Sales: $29.172M YoY: 11.31% (from $26.207M)"
X Link 2026-01-29T21:14Z [----] followers, [---] engagements

"📊 Eastman Chemical $EMN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.75 YoY: 59.89% (from $1.87) ❌ Revenue Miss Sales: $1.973B YoY: 12.12% (from $2.245B)"
X Link 2026-01-29T21:16Z [----] followers, [---] engagements

"📊 Seacoast Banking $SBCF Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.44 YoY: 8.33% (from $0.48) ✅ Revenue Beat Sales: $203.258M YoY: 52.97% (from $132.872M)"
X Link 2026-01-29T21:19Z [----] followers, [---] engagements

"📊 Invesco Mortgage Capital $IVR Q4 Earnings 🔹 Earnings Inline Adj. EPS: $0.56 YoY: 5.66% (from $0.53) ❌ Revenue Miss Sales: $47.654M YoY: 3.60% (from $46.000M)"
X Link 2026-01-29T21:20Z [----] followers, [---] engagements

"📊 Beazer Homes USA $BZH Q1 Earnings ❌ Earnings Miss EPS: $(1.13) YoY: 1230% (from $0.10) ❌ Revenue Miss Sales: $363.491M YoY: 22.49% (from $468.953M)"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements

"📊 Weyerhaeuser $WY Q4 Earnings ✅ Earnings Beat Adj. EPS: $(0.09) YoY: 181.82% (from $0.11) ✅ Revenue Beat Sales: $1.717B YoY: 0.53% (from $1.708B)"
X Link 2026-01-29T21:22Z [----] followers, [---] engagements

"📊 DXC Technology $DXC Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 4.35% (from $0.92) ✅ Revenue Beat Sales: $3.194B YoY: 0.96% (from $3.225B) 🔹 FY2026 Guidance (Narrowed) Adj. EPS: $3.15 (prior $2.85$3.35; vs $3.13 est) Sales: $12.690B (prior $12.670B$12.810B; vs $12.690B est) 🔹 Q4 Outlook Adj. EPS: $0.65$0.75 (vs $0.80 est) Sales: $3.160B$3.190B (vs $3.185B est) https://twitter.com/i/web/status/2016986354027245891 https://twitter.com/i/web/status/2016986354027245891"
X Link 2026-01-29T21:26Z [----] followers, [---] engagements

"$DAL $AAL $UAL U.S. TRANSPORTATION DEPARTMENT RESCINDS [----] ORDER THAT BARRED U.S. AIRLINES FROM FLYING TO VENEZUELA"
X Link 2026-01-30T02:20Z [----] followers, [---] engagements

"📊 $APD Q1 EARNINGS ✅ Earnings Beat Adj. EPS: $3.16 YoY: 10.49% (from $2.86) ✅ Revenue Beat Sales: $3.103B YoY: 5.83% (from $2.932B) 📈 Q2 GUIDANCE (LOOKING AHEAD) 🔹 Adj. EPS: $2.95$3.10 🔹 Street: $3.02 🔹 Range says fine but dont get carried away. 📅 FY2026 GUIDANCE (STILL A THING) 🔹 Adj. EPS: $12.85$13.15 🔹 Street: $12.96 🔹 Reaffirmed unchanged steady as corporate gravity. https://twitter.com/i/web/status/2017215612632658424 https://twitter.com/i/web/status/2017215612632658424"
X Link 2026-01-30T12:37Z [----] followers, [---] engagements

"$WT Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.29 YoY: 70.59% (from $0.17) ✅ Revenue Beat Sales: $147.434M YoY: 33.19% (from $110.697M)"
X Link 2026-01-30T12:50Z [----] followers, [---] engagements

"📊 $CHTR Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $10.34 YoY: 2.38% (from $10.10) ❌ Revenue Miss Sales: $13.601B YoY: 2.33% (from $13.926B)"
X Link 2026-01-30T12:51Z [----] followers, [---] engagements

"📉 DOWNGRADES 🔹 $AJG Neutral at Cantor; PT $282 🔹 $CDRO Hold at Stifel; PT $8.50 🔹 $DLTR Sell at CFRA 🔹 $GUTS Equal-Weight at Morgan Stanley; PT $2 🔹 $GTE Hold at Canaccord; PT $5.92 🔹 $KVUE Hold at Jefferies; PT $18 🔹 $PAGS Neutral at Banco BTG Pactual; PT $13 🔹 $QNCX Market Perform at Citizens 🔹 $QNCX Hold at Brookline Capital https://twitter.com/i/web/status/2017220774659006743 https://twitter.com/i/web/status/2017220774659006743"
X Link 2026-01-30T12:58Z [----] followers, [---] engagements

"$FLG Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.06 YoY: 115% (from -$0.40) ✅ Revenue Beat Sales: $557.0M YoY: 10.88% (from $625.0M)"
X Link 2026-01-30T12:58Z [----] followers, [---] engagements

"📊 $ARCB Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $0.36 YoY: 72.93% (from $1.33) ✅ Revenue Beat Sales: $972.688M YoY: 2.93% (from $1.002B)"
X Link 2026-01-30T12:59Z [----] followers, [---] engagements

"GERMAN INFLATION JAN PRELIM $EWG 🔹 MoM: +0.1% Exp: 0.0% Prev: 0.0% Range: -0.5% to +0.2% 🔹 YoY: +2.1% Exp: 2.0% Prev: 1.8% Range: 1.5% to 2.3%"
X Link 2026-01-30T13:01Z [----] followers, [---] engagements

"$JAMF Francisco Partners Completes Closes Acquisition Of Jamf For $13.05 Per Share In Cash Representing Total Enterprise Value Of $2.2B"
X Link 2026-01-30T13:40Z [----] followers, [---] engagements

"EXPEDIA EXPANDS BNPL DEAL WITH AFFIRM $AFRM becomes the exclusive Buy Now Pay Later provider for lodging and travel packages across $EXPE brands in the U.S. 🔹 Covers Expedia and Vrbo bookings 🔹 Offers installment plans up to [--] months 🔹 0% APR available on 3- and 6-month plans 🔹 Expands to select Canadian properties soon http://Hotels.com http://Hotels.com http://Hotels.com http://Hotels.com"
X Link 2026-01-30T14:08Z [----] followers, [---] engagements

"$PBR Petrobras to cut average jet fuel prices to distributors by 0.5% as of February 1st"
X Link 2026-01-30T16:49Z [----] followers, [---] engagements

"$C Citi expects that both economic and geopolitical risks will decline by H2 [--] from current extremely elevated levels taking some of the heat out of gold market"
X Link 2026-01-30T17:38Z [----] followers, [---] engagements

"FDA ADDS PRESBYOPIA COMPETITOR LENZ SELLS OFF $LENZ drops after a new eye drop joins the near-vision party 🔹 FDA approved Yuvezzi first dual-agent eye drop for presbyopia 🔹 Product from Tenpoint expected to launch U.S. in Q2 [----] 🔹 Presbyopia market massive about 2B globally 128M in the U.S. 🔹 $LENZ slid 9% on competitive fears 🔹 William Blair calls the selloff an overreaction 🔹 VIZZ seen as best-in-class with faster onset and longer durability 🔹 Label differences favor VIZZ with fewer risk flags and better selectivity 🔹 Focus now on VIZZ launch and DTC push as demand builds"
X Link 2026-01-30T18:03Z [----] followers, [---] engagements

"PFIS EXEC SHUFFLE SET FOR APRIL $PFIS president steps aside CEO likely doubles up 🔹 Thomas Tulaney retiring as PFIS and bank president effective April [--] [----] 🔹 Role held since Jan [----] after 40+ years in banking 🔹 Will stay on as senior advisor to support transition 🔹 CEO Gerard Champi expected to assume president role pending approval 🔹 Clean handoff no drama board continuity intact https://twitter.com/i/web/status/2017344386888089895 https://twitter.com/i/web/status/2017344386888089895"
X Link 2026-01-30T21:09Z [----] followers, [---] engagements

"📊 IRDM WEEKLY BREAKDOWN $IRDM (Iridium Communications) drifted modestly lower over the past [--] trading days amid broader telecom/tech weakness and mixed sentiment. 🔹 Drifted from $20.74 (Jan 23) $19.92 (Jan 30) regular session closes 🔹 Weekly % move: approx -3.9% 🔹 Vibe: Quiet down-week with neither breakout nor panic. WHATS DRIVING / DRAGGING IT 🔹 Tilt lower as satellite/tech sector cools after recent rallies. 🔹 Mixed headlines some positive trials & contract news some profit taking. 🔹 Institutional positioning moderate; short interest not extreme. 🔹 Broader market risk sentiment"
X Link 2026-01-31T18:29Z [----] followers, [---] engagements

"📊 $QBTS WEEKLY BREAKDOWN 🔹 Drifted from $26 to $21 🔹 Weekly move: -18% 🔹 Vibe: Quantum hype met gravity fast and without mercy WHATS DRIVING / DRAGGING IT 🔹 Post-run profit taking after a face-melting January 🔹 Crowded momentum trade unwinding 🔹 No fresh news to justify nosebleed pricing 🔹 Retail enthusiasm cooling once the chart rolled 🔹 Volatility sellers finally getting paid OPTIONS IMPLIED VOL 🔹 30-day IV: 130% 🔹 Still unhinged just slightly less feral 🔹 Implied weekly move: 15% 🔹 Premiums remain rich enough to feed a small village KEY TAKEAWAYS 🔹 Trend is broken short term"
X Link 2026-01-31T19:16Z [----] followers, [---] engagements

"🚗 FORD IN TALKS WITH CHINESE AUTOMAKERS $F exploring potential partnerships with Chinese EV players as it looks for cheaper tech faster scaling and a way to stay relevant in the EV arms race. $BYDDY $BYDDF 🔹 Ford has spoken with BYD and other Chinese automakers about U.S. collaboration 🔹 Separate talks held with Xiaomi on a possible partnership per FT 🔹 Any deal could open the door for Chinese automakers to gain a U.S. foothold 🔹 Signals Ford is shopping for cost and speed advantages not pride 🔹 Political and regulatory blowback almost guaranteed"
X Link 2026-02-01T23:54Z [----] followers, [---] engagements

"Chinese EV Makers' Shares Slump on Disappointing January Sales $BYDDF $BYDDY $FXI BYD Co. led a selloff of Chinese electric-vehicle makers in Hong Kong with its shares falling over 6% after reporting a 30% year-on-year drop in January sales. Rivals Xpeng Inc. and Nio Inc. also saw their shares decline by over 9% and 6% following their own disappointing sales figures. The market slowdown is attributed to the expiration of green-car subsidies and a new 5% purchase tax which have cooled demand in the world's largest auto market. https://twitter.com/i/web/status/2018162284304941483"
X Link 2026-02-02T03:19Z [----] followers, [---] engagements

"📊 IDEXX Laboratories $IDXX Q4 Earnings ❌ Earnings Miss Adj. EPS: $2.92 (vs. $2.93 est.) YoY: 17.27% (from $2.49) ✅ Revenue Beat Sales: $1.091B (vs. $1.073B est.) YoY: 14.33% (from $954.3M) 🔹 FY2026 Outlook (GAAP) EPS: $14.29$14.80 (vs. $14.39 est.) Sales: $4.632B$4.720B (vs. $4.658B est.) https://twitter.com/i/web/status/2018289719000346966 https://twitter.com/i/web/status/2018289719000346966"
X Link 2026-02-02T11:45Z [----] followers, [---] engagements

"📊 Aptiv $APTV Earnings ✅ Earnings Beat Adj. EPS: $1.86 (vs. $1.85 est.) YoY: 6.29% (from $1.75) ✅ Revenue Beat Sales: $5.153B (vs. $5.105B est.) YoY: 5.01% (from $4.907B)"
X Link 2026-02-02T11:46Z [----] followers, [---] engagements

"TOYOTA DIGS IN ON TAKE-PRIVATE BID $TM wont raise its roughly $34B offer to take a major listed unit private brushing off activist pressure and signaling its ready for a drawn-out standoff. 🔹 Activist investor pushing for a higher valuation 🔹 Toyota says current price is final 🔹 Governance and minority shareholder concerns in focus 🔹 Boardroom fight risk rising 🔹 Deal uncertainty drags on sentiment https://twitter.com/i/web/status/2018293598232457361 https://twitter.com/i/web/status/2018293598232457361"
X Link 2026-02-02T12:01Z [----] followers, [---] engagements

"📊 Tyson Foods $TSN Q1 [----] Earnings ✅ Earnings Beat Adj. EPS: $0.97 (vs. $0.95 est.) ✅ Revenue Beat Sales: $14.3B (vs. $14.00B est.)"
X Link 2026-02-02T12:02Z [----] followers, [---] engagements

"FITCH RATES ORACLE DEBT AT BBB Oracle $ORCL lines up a massive funding move and Fitch is fine with it. No panic no downgrade drama. 🔹 Senior unsecured notes rated BBB 🔹 Long-term IDR affirmed at BBB 🔹 Short-term IDR affirmed at F2 🔹 Outlook: Stable 🔹 Proceeds earmarked for capex debt repayment and acquisitions 🔹 Oracle plans to raise $4550B via notes and equity https://twitter.com/i/web/status/2018299236396270033 https://twitter.com/i/web/status/2018299236396270033"
X Link 2026-02-02T12:23Z [----] followers, [---] engagements

"$MPC UNION NEITHER ACCEPTS NOR REJECTS LAST OFFER FROM MARATHON FOR US REFINERY AGREEMENT SOURCES SAY"
X Link 2026-02-02T12:30Z [----] followers, [---] engagements

"📊 Columbia Financial $CLBK Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.16 (vs. $0.14 est.) YoY: 45.45% (from $0.11) ✅ Revenue Beat Sales: $68.778M (vs. $62.660M est.) YoY: 202.84% (from $22.711M)"
X Link 2026-02-02T12:39Z [----] followers, [---] engagements

"COLUMBIA FINANCIAL BUYS NORTHFIELD $CLBK agrees to acquire $NFBK for $597M creating New Jerseys third-largest regional bank with $18B in assets and triggering a full public conversion. 🔹 Deal value $597M 🔹 Pro forma assets $18B 🔹 Becomes NJs #3 regional bank 🔹 Includes second-step conversion 🔹 Majority MHC shares sold at $10 https://twitter.com/i/web/status/2018303321149214957 https://twitter.com/i/web/status/2018303321149214957"
X Link 2026-02-02T12:39Z [----] followers, [---] engagements

"Healthcare 🔹 $IDXX 1.1% EPS and profit beat 🔹 $HUM 2.0% Downgraded at MSB"
X Link 2026-02-02T12:45Z [----] followers, [---] engagements

"China EVs 🔹 $BYDDY 4.5% January sales -30% Y/Y 🔹 $LI 1.0% 🔹 $XPEV 5.0% 🔹 $NIO 1.6%"
X Link 2026-02-02T12:46Z [----] followers, [---] engagements

"INITIATIONS 🔹 $ABTC Buy at HC Wainwright; PT $4 🔹 $AVTX Buy at Guggenheim; PT $50 🔹 $CRCL Equal-Weight at Morgan Stanley; PT $66 🔹 $CGEM Buy at Guggenheim; PT $30 🔹 $HERE Outperform at CICC; PT $6.50 🔹 $KLAC Neutral at CTBC; PT $1750 🔹 $MU Buy at Phillip Secs; PT $500 🔹 $PRAX Equal-Weight at Wells Fargo; PT $282 🔹 $RAPP Overweight at Wells Fargo; PT $43 🔹 $SNDK Buy at CTBC; PT $660 🔹 $STC Market Outperform at Citizens 🔹 $SNYR Buy at Ascendiant; PT $5 🔹 $TER Buy at Aletheia; PT $400 🔹 $WAY Outperform at Leerink; PT $43 https://twitter.com/i/web/status/2018307736644038770"
X Link 2026-02-02T12:57Z [----] followers, [---] engagements

"INFOSYS EXTENDS MSG PARTNERSHIP $INFY expands its relationship with the Madison Square Garden family deepening tech support across venues media and live events. $MSGE $MSGS 🔹 Partnership extension confirmed 🔹 Covers MSG venues and media assets 🔹 Focus on digital transformation and fan experience 🔹 Ongoing IT and platform modernization 🔹 Long-term services relationship reinforced https://twitter.com/i/web/status/2018310688742031852 https://twitter.com/i/web/status/2018310688742031852"
X Link 2026-02-02T13:09Z [----] followers, [---] engagements

"JEFFS BRANDS LANDS MEXICO DRONE RIGHTS $JFBR KeepZone AI secures exclusive rights in Mexico to market and support hydrogen-powered drones aimed at defense and homeland security use. 🔹 Exclusive Mexico rights granted 🔹 Hydrogen-powered drone systems 🔹 Focus on defense and border security 🔹 KeepZone acts as prime contractor 🔹 Targets Mexican government agencies https://twitter.com/i/web/status/2018314156827464116 https://twitter.com/i/web/status/2018314156827464116"
X Link 2026-02-02T13:22Z [----] followers, [---] engagements

"$FDX FedEx says effective February 16th demand surcharge is to be discontinued until further notice except for shipments destined to Israel"
X Link 2026-02-02T13:29Z [----] followers, [---] engagements

"$GEV GE Vernova files to sell senior notes to fund portion of stake in Prolec G stake"
X Link 2026-02-02T13:47Z [----] followers, [---] engagements

"STOCKS IN FOCUS 🔹 $DIS +2.48% Revenue beat EPS miss strong trend intact 🔹 $MSTR -7.15% Bitcoin drop below $78k drags shares 🔹 $AZZ +0.96% Announces $100M buyback 🔹 $GME +2.97% Cohen eyes massive acquisition bold vision 🔹 $NXPI -1.14% Earnings expected after close https://twitter.com/i/web/status/2018321213789990987 https://twitter.com/i/web/status/2018321213789990987"
X Link 2026-02-02T13:50Z [----] followers, [---] engagements

"FAA FLAGS SAFETY REVIEW AFTER MID-AIR CRASH The FAA says safety actions are underway following a deadly mid-air collision while $BA request to raise [---] MAX production stays under review. 🔹 FAA launches safety actions post-collision 🔹 Investigation details still unfolding 🔹 [---] MAX production increase not approved 🔹 Boeing request remains under scrutiny 🔹 Safety oversight tightened amid pressure https://twitter.com/i/web/status/2018323740367491452 https://twitter.com/i/web/status/2018323740367491452"
X Link 2026-02-02T14:00Z [----] followers, [---] engagements

"$LMT LOCKHEED MARTIN AWARDED $328.5 MILLION CONTRACT TO DELIVER LEGION-ES SYSTEM"
X Link 2026-02-02T16:28Z [----] followers, [---] engagements

"Warsh Faces Fed Dilemma as Growth Stays Strong but Hiring Stalls $SPY Kevin Warsh President Donald Trumps nominee to succeed Jerome Powell as Federal Reserve chair would inherit an economy showing strong growth alongside weakening labor market sentiment. US GDP is expanding above [--] percent supported by tax cuts AI-driven productivity gains and a surging stock market. Yet hiring has slowed wage growth has cooled and consumer confidence has fallen. Trump has urged aggressive rate cuts but inflation remains elevated. Former Fed Vice Chair Lael Brainard of the White House National Economic"
X Link 2026-02-02T16:30Z [----] followers, [---] engagements

"$LAMR Lamar Advertising Acquires Assets Of Cleveland Outdoor Advertising For Undisclosed Sum"
X Link 2026-02-02T16:33Z [----] followers, [---] engagements

"US TO LOWER INDIA'S TOTAL TARIFF RATE TO 18%: WHITE HOUSE ISHARES MSCI INDIA ETF UP 3.1% AFTER TRUMP ANNOUNCES INDIA TRADE DEA"
X Link 2026-02-02T17:39Z [----] followers, [---] engagements

"BOSTIC: NEED TO KEEP POLICY RATE IN MILDLY RESTRICTIVE STANCE BOSTIC: GETTING INFLATION BACK DOWN IS PARTICULARLY IMPORTANT FOR LOW-INCOME HOUSEHOLDS BOSTIC: HARD TO MAKE A CASE OUR STANCE IS HEAVILY RESTRICTIVE MAYBE ONE OR TWO RATE CUTS WOULD PUT US AT NEUTRAL"
X Link 2026-02-02T18:14Z [----] followers, [---] engagements

"$COIN COINBASE - COINBASE USERS MAY SEE INCORRECT BALANCE DISPLAYS WITHIN PREDICTIONS"
X Link 2026-02-02T19:53Z [----] followers, [---] engagements

"📊 Simon Property Group $SPG Q4 Earnings ✅ Earnings Beat FFO: $3.49 (vs. $3.47 est.) YoY: 4.2% (from $3.35) ✅ Revenue Beat Sales: $1.79B (vs. $1.51B est.) YoY: 13.2% (from $1.58B)"
X Link 2026-02-02T21:09Z [----] followers, [---] engagements

"ACADIA HITS EMA ROADBLOCK $ACAD says Europe is pumping the brakes on its Rett syndrome drug for now. 🔹 EMA committee issued a negative trend vote on trofinetide 🔹 Final CHMP opinion expected in February 🔹 Company plans to request a re-examination if vote holds 🔹 Drug already approved in US Canada Israel with 1000+ patients treated https://twitter.com/i/web/status/2018431895449538720 https://twitter.com/i/web/status/2018431895449538720"
X Link 2026-02-02T21:10Z [----] followers, [---] engagements

"📊 Fabrinet $FN Q2 Earnings ✅ Earnings Beat Adj. EPS: $3.36 (vs. $3.25 est.) YoY: 28.7% (from $2.61) ✅ Revenue Beat Sales: $1.13B (vs. $1.08B est.) YoY: 35.9% (from $833.6M) 🔹 Outlook Q3 Adj. EPS: $3.45$3.60 (vs. $3.43 est.) Q3 Sales: $1.15B$1.20B (vs. $1.13B est.) https://twitter.com/i/web/status/2018433946015740235 https://twitter.com/i/web/status/2018433946015740235"
X Link 2026-02-02T21:18Z [----] followers, [---] engagements

"STOCK SPECIFICS 🔹 $NVDA down 3% as $100B OpenAI investment plan stalls 🔹 $ORCL plans $4550B raise for cloud buildout Fitch rates debt BBB 🔹 $IDXX beats on EPS and profits 🔹 $MCD upgraded to Buy at BTIG 🔹 $DIS beats top and bottom line targets $7B FY26 buybacks 🔹 $HUM downgraded to Underweight at Morgan Stanley 🔹 $BYDDY Jan sales down 30% Y/Y EV demand cooling 🔹 Mineral names bid on US stockpile push including $MP and $UUUU https://twitter.com/i/web/status/2018434704819593422 https://twitter.com/i/web/status/2018434704819593422"
X Link 2026-02-02T21:21Z [----] followers, [---] engagements

"TRUMP: THE $GM CEO IS DOING A FANTASTIC JOB"
X Link 2026-02-02T21:34Z [----] followers, [---] engagements

"📊 Pfizer $PFE Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.66 (vs. $0.57 est.) YoY: 4.76% (from $0.63) ✅ Revenue Beat Sales: $17.557B (vs. $16.956B est.) YoY: 1.16% (from $17.763B) 🔹 FY2026 Guidance (Affirmed) Adj. EPS: $2.80$3.00 (vs. $2.97 est.) Sales: $59.5B$62.5B (vs. $61.063B est.) https://twitter.com/i/web/status/2018652425909846226 https://twitter.com/i/web/status/2018652425909846226"
X Link 2026-02-03T11:46Z [----] followers, [---] engagements

"📊 Capri Holdings $CPRI Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.81 (vs. $0.77 est.) YoY: 28.57% (from $0.63) ✅ Revenue Beat Sales: $1.025B (vs. $1.004B est.) YoY: 4.03% (from $1.068B)"
X Link 2026-02-03T11:47Z [----] followers, [---] engagements

"📊 Eaton Corp $ETN Q4 Earnings ✅ Earnings Beat Adj. EPS: $3.33 (vs. $3.29 est.) YoY: 17.67% (from $2.83) ❌ Revenue Miss Sales: $7.055B (vs. $7.099B est.) YoY: 13.06% (from $6.240B) 🔹 Guidance Check (Not the Fun Part) FY2026 GAAP EPS: $11.57$12.07 (vs. $12.76 est.) FY2026 Adj. EPS: $13.00$13.50 (vs. $13.48 est.) Q1 GAAP EPS: $2.29$2.49 (vs. $2.78 est.) Q1 Adj. EPS: $2.65$2.85 (vs. $3.02 est.) https://twitter.com/i/web/status/2018653817257025707 https://twitter.com/i/web/status/2018653817257025707"
X Link 2026-02-03T11:52Z [----] followers, [---] engagements

"📊 Merck & Co. $MRK Q4 Earnings ✅ Earnings Beat Adj. EPS: $2.04 (vs. $2.01 est.) ✅ Revenue Beat Sales: $16.400B (vs. $16.188B est.) 🔹 FY2026 Outlook (Thats Where the Mood Changed) Adj. EPS: $5.00$5.15 (vs. $5.38 est.) Sales: $65.5B$67.0B (vs. $67.599B est.)"
X Link 2026-02-03T11:53Z [----] followers, [---] engagements

"📊 RPC $RES Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.04 (vs. $0.06 est.) YoY: 33.33% (from $0.06) ❌ Revenue Miss Sales: $425.777M (vs. $426.464M est.) YoY: 26.96% (from $335.361M)"
X Link 2026-02-03T11:54Z [----] followers, [---] engagements

"📊 Archer-Daniels-Midland $ADM Q4 [----] Earnings ✅ Earnings Beat Adj. EPS: $0.87 (vs. $0.80 est.) ❌ Revenue Miss Sales: $18.556B (vs. $21.120B est.) 🔹 FY2026 Outlook (Heres the Problem) Adj. EPS: $3.60$4.25 (vs. $4.24 est.)"
X Link 2026-02-03T11:55Z [----] followers, [---] engagements

"📊 Broadridge Financial Solutions $BR Q2 Earnings ✅ Earnings Beat Adj. EPS: $1.59 (vs. $1.36 est.) YoY: 1.92% (from $1.56) ✅ Revenue Beat Sales: $1.714B (vs. $1.617B est.) YoY: 7.87% (from $1.589B)"
X Link 2026-02-03T12:02Z [----] followers, [---] engagements

"📊 FuboTV $FUBO Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.02 (vs. $(0.02) est.) YoY: 200% (from $(0.02)) ✅ Revenue Beat Sales: $1.549B (vs. $1.096B est.) YoY: 249.44% (from $443.28M)"
X Link 2026-02-03T12:03Z [----] followers, [---] engagements

"$HPQ HP announces FY outlook: Adj. EPS 2.90-3.20 (exp. 3.06); reaffirms first quarter and fiscal [----] outlook; Enrique Lores steps down as President and CEO; appoints Bruce Broussard as interim CEO"
X Link 2026-02-03T12:06Z [----] followers, [---] engagements

"📊 Patria Investments $PAX Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.50 (vs. $0.45 est.) YoY: 13.79% (from $0.58) ✅ Revenue Beat Sales: $133.200M (vs. $124.896M est.) YoY: 15.27% (from $157.200M)"
X Link 2026-02-03T12:28Z [----] followers, [---] engagements

"📊 Gartner $IT Q4 Earnings ✅ Earnings Beat Adj. EPS: $3.94 (vs. $3.51 est.) YoY: 27.71% (from $5.45) ✅ Revenue Beat Sales: $1.753B (vs. $1.749B est.) YoY: 2.22% (from $1.715B) 🔹 FY2026 Outlook (Market Did Not Applaud) Adj. EPS: $11.38 (vs. $12.47 est.) Alt. EPS view: $12.30 (vs. $13.54 est.) Revenue: $6.455B (vs. $6.708B est.) https://twitter.com/i/web/status/2018663240113205254 https://twitter.com/i/web/status/2018663240113205254"
X Link 2026-02-03T12:29Z [----] followers, [---] engagements

"📊 Willis Towers Watson $WTW Q4 Earnings ✅ Earnings Beat Adj. EPS: $8.12 (vs. $7.94 est.) YoY: 0.12% (from $8.13) ✅ Revenue Beat Sales: $2.936B (vs. $2.870B est.) YoY: 3.26% (from $3.035B)"
X Link 2026-02-03T12:30Z [----] followers, [---] engagements

"📊 ATI $ATI Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.93 (vs. $0.88 est.) YoY: 17.72% (from $0.79) ❌ Revenue Miss Sales: $1.177B (vs. $1.187B est.) YoY: 0.34% (from $1.173B) 🔹 FY2026 Outlook Adj. EPS: $3.99$4.27 (vs. $3.93 est.)"
X Link 2026-02-03T12:34Z [----] followers, [---] engagements

"INITIATIONS 🔹 $AKTS Outperform at Leerink; PT $31 - Buy at TD Cowen - Overweight at JPMorgan; PT $30 🔹 $ARE Neutral at Goldman; PT $60 🔹 $CRBU Buy at Clear Street; PT $13 🔹 $GLIBA Buy at Seaport Global; PT $68 🔹 $LMB Neutral at JPMorgan; PT $100 🔹 $MSA Neutral at JPMorgan; PT $200 🔹 $NBIS Buy at Freedom Capital; PT $108 🔹 $OVV Equal-Weight at Stephens; PT $44 🔹 $RNW Equal-Weight at Morgan Stanley; PT $6.03 🔹 $SGMT Buy at Guggenheim; PT $27 🔹 $TASK Outperform at Wedbush; PT $15 https://twitter.com/i/web/status/2018667920360980494 https://twitter.com/i/web/status/2018667920360980494"
X Link 2026-02-03T12:48Z [----] followers, [---] engagements

"GIP AND EQT TEAM UP TO BID FOR AES $AES could be targeted in a takeover as Global Infrastructure Partners and EQT AB are said to be working together on a proposal. $BLK 🔹 Consortium preparing offer to acquire the power company 🔹 Deal would take AES private if successful 🔹 Talks ongoing with no final agreement yet https://twitter.com/i/web/status/2018668258820264110 https://twitter.com/i/web/status/2018668258820264110"
X Link 2026-02-03T12:49Z [----] followers, [---] engagements

"$ORCL ORACLE CORP - ORACLE FINANCIAL SERVICES LAUNCHES AI-INFUSED APPLICATIONS FOR BANKING"
X Link 2026-02-03T13:01Z [----] followers, [---] engagements

"$MDT Medtronic advances its innovation strategy with intent to acquire CathWorks"
X Link 2026-02-03T13:18Z [----] followers, [---] engagements

"$PEP PepsiCo CEO says Co. expects Frito Lay category to grow volume revenue and operating margin early this year"
X Link 2026-02-03T13:25Z [----] followers, [---] engagements

"$PYPL PayPal CFO says e-commerce growth has been challenging in key verticals and markets - comments made during earnings call"
X Link 2026-02-03T13:26Z [----] followers, [---] engagements

"BLACKBOXSTOCKS TIED TO RARE EARTH DEAL $BLBX moves higher as its merger target lines up rare earth supply from Kazakhstan. 🔹 Merger target REAlloys signs non-binding deal with AltynGroup 🔹 Secures rare earth feedstock from Kazakhstan reserves 🔹 Supply aimed at North American midstream and downstream facilities 🔹 Push to bring non-China rare earths into Western supply chains 🔹 Strategic early-stage agreements with execution still ahead https://twitter.com/i/web/status/2018681272671826400 https://twitter.com/i/web/status/2018681272671826400"
X Link 2026-02-03T13:41Z [----] followers, [---] engagements

"$MKC McCormick files for notes offering; size not disclosed"
X Link 2026-02-03T13:43Z [----] followers, [---] engagements

"$AXP American Express has filed for a USD-denominated debt offering in four parts"
X Link 2026-02-03T13:50Z [----] followers, [---] engagements

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