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@DataTrekMB Avatar @DataTrekMB Nick Colas & Jessica Rabe (DataTrek)

US Big Tech companies, particularly those like Microsoft and Nvidia, are under a microscope as they prepare to report earnings, with high expectations for growth. According to DataTrek's Nick Colas, the S&P XXX has exceeded earnings expectations in recent quarters, and this streak needs to continue for the upcoming Q3 reporting season to be considered good. The performance of these tech giants is having a significant impact on the overall market, with their market values and cash flows rivaling or surpassing those of entire industries.

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Social Influence #

Social category influence stocks XXXX% technology brands XXX% finance XXX% cryptocurrencies XXXX%

Social topic influence $msft #42, $nvda #858, msft #42, $voo #3, $avgo 0.72%, wall street 0.72%, bars 0.72%, sampp 0.72%, investment 0.72%, $pfe XXXX%

Top accounts mentioned or mentioned by @youtube @philrosenn @sethcl @marketwatch @readopeningbell @samro @samanthaladuc @downtown @z22holding @cidzelis @inc @mariomu89037242 @thecompoundnews @cnbc @aynirealtor @dailychartbook @mtrainier07 @lisaabramowicz1 @oc_mooch @jennifersor

Top assets mentioned Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Pfizer, Inc. (PFE) PayPal Holdings Inc (PYPL) DAOLaunch (DAL) SPDR S&P XXX ETF Trust (SPY)

Top Social Posts #

Top posts by engagements in the last XX hours

"DataTrek's Nick Colas: "S&P XXX earnings exceeded expectations by +8.1/+7.6% in Q1/Q2 2025 the strongest comps since 2021. For the upcoming Q3 reporting season to be 'good' it needs to continue this streak." @MarketWatch @jsadinolfi"
X Link @DataTrekMB 2025-10-13T20:43Z 16.1K followers, 1445 engagements

"2/2 .We cant think of businesses outside of US Big Tech that could match these types of comparisons. Thats why $MSFT s equity market value is the second highest in the world at $XXX trillion only behind $NVDA ($4.4 tn)"
X Link @DataTrekMB 2025-10-15T18:10Z 16.1K followers, XXX engagements

"1/2 Wall Street analysts have high earnings/revenue growth expectations for calendar Q3/2025/2026 for US Big Tech + $AVGO and a lot better than the S&P XXX as a whole. These X names have high bars to meet on the top and bottom lines leaving less room for upside surprises"
X Link @DataTrekMB 2025-10-14T17:04Z 16.1K followers, 1231 engagements

"1/2 Determining whether to over or underweight US Big Tech is now a more important decision for global investment managers than the traditional questions regarding country and developed/emerging market allocations"
X Link @DataTrekMB 2025-10-15T20:10Z 16.1K followers, 1072 engagements

"1/2 Using a run rate based on last years results $MSFT generates net cash flows equal to $PFE s entire equity market value buys a $PYPL in CapEx and returns capital equivalent to the value of a $DAL annually"
X Link @DataTrekMB 2025-10-15T18:10Z 16.1K followers, 1308 engagements

"While it may feel more conservative to cast the broader net of the S&P 1500 the difference to the S&P XXX is negligible in most ways that matter.This is largely a function of a highly concentrated US equity market something we dont see changing in the coming years. $VOO $SPTM"
X Link @DataTrekMB 2025-10-15T19:30Z 16.1K followers, 3241 engagements

"Since the S&P 500s lows on October 12th 2022 $NVDA has been responsible for XX points of the indexs XXXX% total return. Without this one stock the S&Ps return would be +77.4% very close to rest of world performance (MSCI All Country ex-US +74.9 pct). $VOO $IVV $SPY $ACWX"
X Link @DataTrekMB 2025-10-13T18:00Z 16.1K followers, 1513 engagements