@EmmanuelInvest Emmanuel – Big Tech & AI Investor

Emmanuel – Big Tech & AI Investor posts on X about ai, strong, flow, cash flow the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 73.09% stocks 56.6% technology brands 27.7% cryptocurrencies 16.49% countries 6.2% exchanges 5.8% automotive brands 3.96% financial services 2.24% currencies 1.85% social networks 1.32%

Social topic influence ai 42.22%, strong 15.04%, flow 6.86%, cash flow #391, investment #2438, meta 6.2%, revenue #72, q4 #119, crypto 5.15%, bitcoin 4.75%

Top accounts mentioned or mentioned by @emilysm43 @d40794074 @thoresonlaurie @chrissyhowell16 @1trueamerican @bigdoginc6 @tiggordon @jessecoheninv @time2ctruth2 @nashvilletodd @cristiano @molly_radiant

Top assets mentioned Bitcoin (BTC) Metadium (META) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Iris Energy Limited (IREN) Cloudflare, Inc. (NET) Palo Alto Networks Inc (PANW) Solana (SOL) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Opendoor Technologies Inc Common Stock (OPEN) Ethereum (ETH) Robinhood Markets, Inc. (HOOD) Meta Platforms, Inc. (META) Becton Dickinson and Co (BDX) Coca-Cola Co (KO) Cleveland-Cliffs, Inc. (CLF) CVS Health Corp (CVS) Orochi Network (ON) Spotify Technology (SPOT) Datadog Inc (DDOG) Upstart Holdings, Inc. (UPST) Coinbase Global Inc. (COIN) monday.com Ltd. (MNDY) CoreWeave, Inc (CRWV) Cardano (ADA) ON Semiconductor, Corp. (ON) Mario Coin (COIN) Grab Holdings Limited Class A Ordinary Shares (GRAB) Micron Technology, Inc. (MU) Applied Materials, Inc. (AMAT) Shopify Inc (SHOP) Apple, Inc. (AAPL) RAI Finance (SOFI) Oscar Health, Inc. (OSCR) AppLovin Corporation (APP) HUBSPOT, INC. (HUBS) Ondas Holdings Inc. Common Stock (ONDS) Hims & Hers Health, Inc. (HIMS) ZetaChain (ZETA) Taiwan Semiconductor (TSM) AST SpaceMobile, Inc. Class A Common Stock (ASTS)

Top Social Posts

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

"🔺 Crypto Market Update Bitcoin $66918 🔼 +0.93% Ethereum $1958 🔼 +0.93% Binance Coin $614 🔼 +1.28% Solana $80.50 🔼 +1.56% XRP $1.38 🔼 +0.98% Cardano $0.262 🔼 +2.47% Polkadot $1.28 🔼 +2.35% Avalanche $8.80 🔼 +1.97% Polygon $0.09 🔼 +2.92% 📈 Whats Happening Broad upside continuation Alts maintaining outperformance vs BTC XRP leading weekly momentum (+13.88%) Weekly trend constructive Monthly & YTD still deeply negative Market caps stabilizing but well below prior cycle highs Bitcoin holding $67K remains key for structure. Break above $68K momentum likely accelerates. Loss of $66K"
X Link 2026-02-12T08:39Z [----] followers, [--] engagements

"eBay just bought Depop for $1.2B 😳 Is this a glow-up for resale fashion or the end of Depop vibes Sellers I need your thoughts 👇 #Depop #eBay #SecondHand #GenZ"
X Link 2026-02-18T22:50Z [----] followers, [--] engagements

"@EmilySm43 Good Morning Lovely Emily Have a fab Monday"
X Link 2025-11-10T11:52Z [----] followers, [--] engagements

"Companies Earnings Before Open 06:00: Home Depot $HD 05:00: Baidu $BIDU 04:00: $FUTU 06:30: Pinduoduo $PDD 06:00: Amer Sports $AS 06:45: Medtronic $MDT 05:00: Weibo $WB 06:00: Energizer $ENR 05:00: iQIYI $IQ Klarna $KLAR"
X Link 2025-11-18T07:34Z [----] followers, [---] engagements

"📌 Summary Snapshot 📈 Revenue: $767M (2020) $3.9B TTM (2025) strong multi-year growth 📊 EBITDA: Sharply higher over [--] years strong operating leverage 🛡 Moat: Integrated commerce + software stack + vertical focus 📊 Analyst View: Moderate Buy consensus with significant upside on average https://twitter.com/i/web/status/2005652108469580280 https://twitter.com/i/web/status/2005652108469580280"
X Link 2025-12-29T14:48Z [----] followers, [--] engagements

"🧵 $ZETA AI MarTech Disruptor (Bull vs Bear) ⚡ Price / Mkt Cap: $24.4 $5.8B 🟢 Bull Case Marigold +$190M high-margin revenue [----] Rev $1.73B (+34% YoY) FCF $224M (+42%) Athena AI 87% time saved 6x ROAS Expanding Fortune [---] + global footprint Valuation 22x FCF bulls see 3540x $4050+ 🔴 Bear Case Marigold integration risk margin pressure GAAP losses persist (adj. metrics heavy) Crowded MarTech (Adobe Salesforce) Data/privacy/regulatory overhang 11% short interest skepticism Scenario Table Bull: $4050+ Base: $3035 Bear: $2225 Bottom Line 🎯 Volatile but asymmetric upside. CES + earnings = key"
X Link 2026-01-11T00:27Z [----] followers, [---] engagements

"Deutsche Bank Shipping Sector Highlights Favorite Tanker Plays: $INSW (International Seaways) $STNG (Scorpio Tankers) Preferred Dry Bulk Plays: $SBLK (Star Bulk Carriers) $GNK (Genco Shipping) Key Thesis: Geopolitical disruptions = bullish for tonne-mile demand. Longer less efficient trade routes more sailing distance higher vessel utilization Slower speeds or port delays reduce effective supply supports freight rates New normal of geopolitical disruption has historically supported both tanker and dry bulk sectors. Fleet growth offset: Even with expected net fleet growth this year and next"
X Link 2026-01-14T12:56Z [----] followers, [--] engagements

"6/ Strategic & Venture Exposure (GV / CapitalG) Alphabet also has indirect exposure to: Anthropic (significant minority stake) SpaceX (early minority investment) Stripe Discord GitLab Planet Labs ($PL) Not core ownership but valuable optionality"
X Link 2026-01-17T15:01Z [----] followers, [--] engagements

"4/9 Memory (HBM & Storage) 💾 Memory HBM & Storage $MU High-bandwidth memory ramp for Blackwell & Rubin $SK Hynix Leading HBM supplier (critical for datacenter AI) $WDC Enterprise NAND storage ⚡ Theme 2026: Memory squeeze & HBM tailwinds. Reply: $MU or $Hynix bigger winner"
X Link 2026-01-19T13:12Z [----] followers, [--] engagements

"5/9 Packaging + Equipment 📦⚙ Packaging & Fab Equipment Packaging: $ASX $AMKR $ASE CoWoS advanced packaging booked solid Equipment: $KLAC $LRCX $ASML $KEYS $AMAT lithography & fab tools 🔥 Hot take: Advanced packaging bottleneck = hidden alpha for 2026"
X Link 2026-01-19T13:12Z [----] followers, [---] engagements

"📊 Mercantile Bank (NASDAQ: MBWM) Q4 & FY2025 Results Q4 Net Income: $22.8M from $19.6M YoY FY Net Income: $88.8M from $79.6M YoY Drivers: +5% Net Interest Income Higher treasury mgmt mortgage banking & payroll fees Lower effective tax rate: 14.2% vs 19.0% Reduced Q4 credit loss provisions Acquisition: Eastern Michigan Financial (added $572M assets closed Dec [--] 2025) Total Assets: $6.84B Tangible BV/Share: $36.78 11% YoY 💡 Takeaway: Strong earnings growth + strategic acquisition expand footprint. Rising NII lower taxes and improved efficiency underpin solid banking fundamentals. #Banking"
X Link 2026-01-20T10:51Z [----] followers, [--] engagements

"🚨 EU Clears Universal Music ($UMG) $775M Acquisition of Downtown Music Conditional approval granted by the European Commission UMG agreed to divest Downtowns royalty services platform Curve to address antitrust concerns No additional remedies reportedly required 💡 Takeaway: Regulatory hurdle cleared paving the way for UMG to expand its publishing and rights services footprint in music. $UMG - UNIVERSAL MUSIC SHARES DOWN 0.52% PRE MARKET #UMG #MusicIndustry #Mergers #Antitrust #DowntownMusic #EU https://twitter.com/i/web/status/2013596196489646354"
X Link 2026-01-20T12:55Z [----] followers, [--] engagements

"📢 Commerce Bancshares ($CBSH) Q4 [----] Earnings Quarterly Highlights: EPS: $1.01 vs $0.96 LY flat QoQ Net Income: $140.7M vs $136.1M LY Net Interest Income: $283.2M (+$3.7M QoQ) Non-Interest Income: $166.2M (+6.9% YoY) ROA: 1.73% ROE: 14.7% Efficiency ratio: 56.2% 💰 Deposits & Loans: Average loans: $17.7B (+1% QoQ) Average deposits: $816M increase (+3.3% QoQ) Net loan charge-offs: 0.22% (stable) Allowance for credit losses: $179.5M (1.01% of total loans) Total assets: $32.9B (+$626M QoQ) 📈 Wealth & M&A Updates: Closed FineMark acquisition Jan [--] [----] Loans: $2.7B Deposits: $3.1B Wealth AUA:"
X Link 2026-01-22T11:52Z [----] followers, [--] engagements

"🌎 Top [--] International Growth Stocks to Watch in [----] 🚀 [--] Semiconductor & Tech Backbone $ASML $TSM $ARM 💡 Core chips + fab tech powering AI cloud & digital infrastructure growth [--] E-commerce & Payments Growth $MELI $SE $BABA $ADYEN $GRAB $KSPI $NU $SHOP $WISE 💡 Capturing global consumer & fintech adoption trends [--] Productivity & SaaS Winners $MNDY Workflow & project mgmt $NBIS Enterprise software growth $IREN Energy Compute 🌍 Diversified international exposure = balanced growth + long runway https://twitter.com/i/web/status/2014795163248320707"
X Link 2026-01-23T20:19Z [----] followers, [---] engagements

"7/10 Market Upside $ASTS: Massive if it works potential but binary outcome. $RKLB: Steady growth potential more predictable revenue from launches & contracts"
X Link 2026-01-24T22:45Z [----] followers, [---] engagements

"8/10 🚀 Space Tech Showdown $ASTS vs $RKLB 🛰 $ASTS AST SpaceMobile Focus: Direct-to-phone satellite mobile network (space-based cellular) Market Cap: 💰 $41B Bull Case: First-mover in global satellite-to-phone connectivity Massive TAM (billions of phones worldwide) Partnerships with telecom giants If it works category-defining company Bear Case: Very high valuation for pre-scale revenue Heavy cash burn Execution & regulatory risk Any delay = volatility Upside Profile: 🌕🌕🌕🌕🌕 (Very High high risk) 🚀 $RKLB Rocket Lab Focus: Launch services + spacecraft manufacturing Market Cap: 💰 $49B"
X Link 2026-01-24T22:45Z [----] followers, [---] engagements

"🛢 US API Weekly Oil Inventory Update 📌 Crude Oil: -0.247M bbls (Forecast +1.45M Prev +3M) 📌 Cushing Crude: -0.092M bbls (Prev +1.2M) 📌 Distillates: +2M bbls (Prev -0.033M) 📌 Gasoline: -0.415M bbls (Prev +6.2M) 💡 Takeaways: Crude and Cushing draws surprise to the downside vs expectations Distillates build points to higher demand or supply shift Gasoline draw suggests seasonal consumption uptick #Oil #Crude #Energy #API #Commodities #MarketUpdate https://twitter.com/i/web/status/2016268573488853374 https://twitter.com/i/web/status/2016268573488853374"
X Link 2026-01-27T21:54Z [----] followers, [--] engagements

"💼 Nancy Pelosi Portfolio Moves Bought: 25K $AB [---] $VSNT Call options: $GOOGL $AMZN $AAPL $NVDA $TEM $VST Sold / Donated: 7.7K $GOOGL 28.2K $AAPL Donor Advised Fund 5K $PYPL 20K $AMZN 10K $DIS 20K $NVDA 45K $AAPL Exercised Options: 5K shares each: $GOOGL $AMZN $NVDA $TEM $VST 📈 Big reshuffling with heavy tech exposure. Options activity hints at bullish bets on $GOOGL $AMZN $NVDA. https://twitter.com/i/web/status/2016363853592867217 https://twitter.com/i/web/status/2016363853592867217"
X Link 2026-01-28T04:12Z [----] followers, [---] engagements

"Companies Reporting After Hours - 28.1.2026 16:00 Microsoft $MSFT 16:05 Lam Research $LRCX 16:05 Las Vegas Sands $LVS 16:05 Lending Club $LC 16:05 $META 16:05 Tesla $TSLA 16:05 Whirlpool $WHR 16:10 $IBM 16:10 ServiceNow $NOW 16:15 FICO $FICO 16:15 United Rentals $URI 16:15 Viavi Solutions $VIAV 16:30 $WM https://twitter.com/i/web/status/2016405864840626637 https://twitter.com/i/web/status/2016405864840626637"
X Link 2026-01-28T06:59Z [----] followers, [---] engagements

"🚀 Growth & Secular Themes (Selective) $PLTR Palantir Government & enterprise AI/analytics $STX Seagate Data storage demand $TEL TE Connectivity Industrial tech & connectors $TSM TSMC Leading semiconductor manufacturer"
X Link 2026-01-28T07:21Z [----] followers, [---] engagements

"🔼 Evercore ISI raises PT on $FFIV to $320 from $280 📈 Analyst: Amit Daryanani The beat was big and it wasnt a fluke. 📊 Q1 Results crushed expectations Revenue $822M vs $758M est EPS $4.45 vs $3.66 est Systems (hardware) +37% Y/Y 🔥 Software -8% Services +4% 🤖 Enterprise AI inflection is real AI-related customer wins in Q1 matched all of FY25 AI revenue now low double-digit millions up from single digits Mix improving between AI runtime security + data delivery 🖥 Hardware cycle stronger than expected Legacy systems (VIPRION iSeries) reaching EOL AI readiness driving capacity expansion not"
X Link 2026-01-28T09:42Z [----] followers, [--] engagements

"Halozyme ($HALO) guidance update: 📈 $HALO Outlook Boost [----] Revenue: $1.385B$1.40B Royalties: $865M$870M [----] Revenue: $1.71B$1.81B Royalties: $1.13B$1.17B [----] Adj. EBITDA: $1.125B$1.205B [----] Non-GAAP EPS: $7.75$8.25 💬 Strong growth expected from royalties and core business expansion. #Halozyme #HALO #Biotech #Guidance https://twitter.com/i/web/status/2016490010472567253 https://twitter.com/i/web/status/2016490010472567253"
X Link 2026-01-28T12:34Z [----] followers, [---] engagements

"⚡ Whirlpool $WHR FY25 Results & FY26 Guidance 🔹 FY25 Performance GAAP EPS: $5.66 Net Margin: 2.2% Ongoing EPS: $6.23 EBIT Margin: 4.7% Free Cash Flow: $78M Operating Cash: $467M 🔹 Actions & Highlights $200M structural cost takeout Reduced India stake to 40% Plans $400M debt paydown in [----] 🔹 FY26 Guidance Net Sales: $15.315.6B GAAP EPS: $6.25 Ongoing EPS: $7.00 Operating Cash: $850M Free Cash Flow: $400500M https://twitter.com/i/web/status/2016633032627593429 https://twitter.com/i/web/status/2016633032627593429"
X Link 2026-01-28T22:02Z [----] followers, [---] engagements

"⚡ United Rentals $URI Q4 & FY25 Earnings + FY26 Outlook 🔹 Q4 [----] Revenue: $4.21B Rental Revenue: $3.58B Net Income: $653M Margin: 15.5% GAAP EPS: $10.27 Adjusted EPS: $11.09 Adjusted EBITDA: $1.901B Margin: 45.2% Fleet productivity: +0.5% QoQ 🔹 FY25 Net Cash from Ops: $5.19B Free Cash Flow: $2.18B Gross Rental CapEx: $4.19B Returned $2.36B to shareholders ($1.9B buybacks + $464M dividends) Year-end net leverage: 1.9x Total liquidity: $3.32B Fleet productivity: +2.2% YoY 🔹 FY26 Guidance & Capital Return New $5B share repurchase program Plans $1.5B repurchases in [----] Quarterly dividend"
X Link 2026-01-28T22:15Z [----] followers, [---] engagements

"Todays Key Events 29.1.2026 08:30: US Trade Balance 08:30: US Initial Jobless Claims 13:00: US 7-Year Auction Companies Reporting Before Open 01:00 STMicroelectronics $STM 02:00 Nokia $NOK 06:00 Thermo Fisher $TMO 06:00 Honeywell $HON 06:00 Dow $DOW 06:30 Caterpillar $CAT 06:30 Royal Caribbean $RCL 06:30 PulteGroup $PHM 06:30 Trane Technologies $TT 06:30 Valero $VLO 06:30 Lazard $LAZ 06:55 Tractor Supply $TSCO 06:55 L3Harris $LHX 07:00 Altria $MO 07:00 Nasdaq $NDAQ 07:00 Allegro MicroSystems $ALGM 07:00 Comcast $CMCSA 07:00 International Paper $IP 07:00 Oshkosh $OSK 07:00 Sherwin-Williams"
X Link 2026-01-29T08:11Z [----] followers, [---] engagements

"Companies Reporting Before Open - 29.1.2026 01:00 STMicroelectronics $STM 02:00 Nokia $NOK 06:00 Thermo Fisher $TMO 06:00 Honeywell $HON 06:00 Dow $DOW 06:30 Caterpillar $CAT 06:30 Royal Caribbean $RCL 06:30 PulteGroup $PHM 06:30 Trane Technologies $TT 06:30 Valero $VLO 06:30 Lazard $LAZ 06:55 Tractor Supply $TSCO 06:55 L3Harris $LHX 07:00 Altria $MO 07:00 Nasdaq $NDAQ 07:00 Allegro MicroSystems $ALGM 07:00 Comcast $CMCSA 07:00 International Paper $IP 07:00 Oshkosh $OSK 07:00 Sherwin-Williams $SHW 07:30 Lockheed Martin $LMT 07:30 Parker-Hannifin $PH 08:00 Mastercard $MA"
X Link 2026-01-29T08:14Z [----] followers, [---] engagements

"Companies Reporting After Hours - 29.1.2026 16:05 Visa $V 16:05 Western Digital $WDC 16:05 Deckers Brands $DECK 16:05 KLA $KLAC 16:05 SAP $SAP 16:05 Stryker $SYK 16:05 ResMed $RMD 16:05 Hartford Financial $HIG 16:05 Hologic $HOLX 16:05 Robert Half $RHI 16:05 Weyerhaeuser $WY 16:15 Arthur J. Gallagher $AJG 16:05 SanDisk $SNDK 16:30 Apple $AAPL https://twitter.com/i/web/status/2016787081456988366 https://twitter.com/i/web/status/2016787081456988366"
X Link 2026-01-29T08:14Z [----] followers, [---] engagements

"💾 SanDisk ($SNDK) Q2 Earnings Massive Beat Topline Revenue: $3.03B vs $2.64B est ✅ Profitability EPS: $5.15 Adj. EPS: $6.20 vs $3.33 est ✅ Adj. Net Income: $967M vs $498M est ✅ Adj. Operating Income: $1.13B vs $633M est ✅ Adj. Gross Margin: 51.1% 🔮 Q3 Outlook Revenue: $4.4B $4.8B Adj. EPS: $12 $14 📊 Takeaway: Explosive earnings beat driven by data-center demand and strong margin expansion. Forward guidance implies sharp sequential acceleration. https://twitter.com/i/web/status/2016983755999891679 https://twitter.com/i/web/status/2016983755999891679"
X Link 2026-01-29T21:16Z [----] followers, [--] engagements

"Companies Reporting Before Open 30.1.2026 06:00 Air Products & Chemicals $APD 06:15 Chevron $CVX 06:30 $AON 06:30 Exxon Mobil $XOM 06:30 LyondellBasell Industries $LYB 06:30 Regeneron Pharmaceuticals $REGN 06:30 Verizon $VZ 06:55 Brookfield Renewable Partners $BEP 06:55 Church & Dwight $CHD 06:55 Colgate-Palmolive $CL 06:55 Gentex $GNTX 07:00 $SOFI 07:00 American Express $AXP 07:00 Charter Communications $CHTR 07:00 WisdomTree $WT 07:30 Canadian National Railway $CNI 07:30 Janus Henderson Group $JHG 08:00 First Hawaiian $FHB 08:30 Franklin Resources $BEN Before Open Autoliv $ALV"
X Link 2026-01-30T08:05Z [----] followers, [--] engagements

"🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings ✅ Diversification + defensive exposure"
X Link 2026-01-30T08:49Z [----] followers, [---] engagements

"LyondellBasells Q4 [----] results: [--]. Adjusted EPS: Reported: $0.26 (loss per share) Estimate: $0.24 ⚠ Miss the company posted a loss vs a small expected profit [--]. Sales & Operating Revenue: Reported: $7.09B Estimate: $6.9B ✅ Beat revenue slightly higher than expected [--]. Adjusted EBITDA: Reported: $417M Estimate: $477.6M ⚠ Miss profitability below expectations Quick Takeaways: Revenue beat shows solid sales activity despite challenging margins. Loss and lower-than-expected EBITDA suggest margins and costs were pressure points likely from feedstock costs or market softness. Overall top-line"
X Link 2026-01-30T11:48Z [----] followers, [----] engagements

"🧵 Twitter Thread Google ($GOOGL) Bull Case 1/10 Hook 🚀 $GOOGL Bull Case: From Search King to Full-Stack AI + Cloud Powerhouse Google crushed [----] up 65% YTD. AI (Gemini) Cloud exploding ads resilient. Earnings Feb [--] expect fireworks. Deep dive with charts 👇📈 #GOOGL #AI #Alphabet (Attach: Stock chart [----] rally / AI ecosystem graphic) https://twitter.com/i/web/status/2018057782235132011 https://twitter.com/i/web/status/2018057782235132011"
X Link 2026-02-01T20:24Z [----] followers, [--] engagements

"5/10 Google Cloud: Growth Rocket Q3 [----] revenue $15.2B (+34% YoY) Backlog $155B multiyear visibility Margins expanding; Gemini AI tools stealing share from AWS/Azure ( Bar chart of Cloud revenue + margin trend)"
X Link 2026-02-01T20:24Z [----] followers, [--] engagements

"Companies Reporting Before Open 2.2.2026 06:00: Revvity $RVTY 06:30: IDEXX Laboratories $IDXX 06:40: Disney $DIS 06:45: Aptiv $APTV 07:15: Twist Bioscience $TWST 07:00: NAPCO Security Technologies $NSSC 07:00: Alliance Resource Partners $ARLP 07:30: Tyson Foods $TSN 08:00: Hess Midstream $HESM https://twitter.com/i/web/status/2018244893982744868 https://twitter.com/i/web/status/2018244893982744868"
X Link 2026-02-02T08:47Z [----] followers, [--] engagements

"🐾 IDEXX Labs ($IDXX) Q4 & FY2025 Earnings 📅 Fourth Quarter 2025: Revenue: $1.091B (+14% reported / +12% organic) Companion Animal Group (CAG) +15% reported / +13% organic Water segment +12% reported / +10% organic EPS: $3.08 (+18% reported / +17% comparable) Operating margin expanded +150 bps reported / +120 bps comparable Drivers: 1900+ IDEXX inVue Dx placements; record instrument adoption; recurring CAG Diagnostics revenue 📅 Full Year 2025: Revenue: $4.304B (+10% reported & organic) CAG Diagnostics recurring revenue +9% reported / +8% organic EPS: $13.08 (+23% reported / +14% comparable)"
X Link 2026-02-02T11:54Z [----] followers, [--] engagements

"🧠 Michael Burrys [--] potential acquisition targets for $GME: ADT home & commercial security recurring revenue Wayfair ($W) distressed valuation logistics + brand Assured Guaranty ($AGO) cash flows balance-sheet optionality 🧠 Why its interesting: Asset-heavy unloved cash-generative businesses classic Burry DNA. 🎯 Question: Strategic vision or pure contrarian value https://twitter.com/i/web/status/2018404353359618285 https://twitter.com/i/web/status/2018404353359618285"
X Link 2026-02-02T19:21Z [----] followers, [---] engagements

"$DVA Q4 & FY [----] RESULTS Headline take: DaVita delivered solid earnings strong cash flow and aggressive share repurchases while positioning the balance sheet for 2026.🔑 Q4 [----] HIGHLIGHTS 🔹 Revenue: $3.620B 🔹 Adj. diluted EPS: $3.40 🔹 Operating cash flow: $541M📊 FY [----] HIGHLIGHTS 🔹 Revenue: $13.643B 🔹 Adj. diluted EPS: $10.78 🔹 Free cash flow: $1.024B 🔹 Shares repurchased: 12.7M💰 CAPITAL & BALANCE SHEET 🔹 Refinanced Term Loan A-1 🔹 Issued 6.75% senior notes due [----] 🔹 Continued focus on debt management and capital returns📈 [----] OUTLOOK 🔹 Provided guidance for adjusted"
X Link 2026-02-02T21:32Z [----] followers, [--] engagements

"📊 Gartner Q4 & FY2025 Earnings slower profits strong capital return Q4 2025: Revenue: $1.8B (+2% YoY flat FX-neutral) Net income: $242M (-39% YoY) Adj. EBITDA: $436M (+5% YoY) Diluted EPS: $3.36 (-34%) Adj. EPS: $3.94 (-28%) FCF: $271M (-13%) 💸 Buyback authorization boosted by $500M (Jan 26) FY2025: Revenue: $6.5B (+4% YoY +3% FX-neutral) Net income: $0.7B (-42%) Adj. EBITDA: $1.6B (+4%) Adj. EPS: $13.17 (-7%) FCF: $1.2B (-15%) 🔄 $2.0B buybacks share count down 8% YoY 📌 Takeaway: Top-line growth remains steady and buybacks are aggressive but earnings and cash flow are under pressure as"
X Link 2026-02-03T11:31Z [----] followers, [--] engagements

"💧 Pentair Q4 & FY2025 margins cash flow dividends all shine Q4 2025: Sales: $1.02B (+5% YoY) Operating income: $205M (+5%) ROS: 20.1% (adj. 24.7% +90 bps) GAAP EPS: $0.98 (-1%) Adj. EPS: $1.18 (+9%) 🟢 Full Year 2025: Sales: $4.2B (+2% YoY) Operating income: $858M (+7%) ROS: 20.5% (+80 bps); adj. 25.2% (+170 bps) 🔥 GAAP EPS: $3.93 (+5%) Adj. EPS: $4.92 (+14%) Operating cash flow: $815M Free cash flow: $748M (both up YoY) 🔮 FY2026 guidance: GAAP EPS: $4.94$5.09 Adj. EPS: $5.25$5.40 🏆 Dividend milestone: [----] = 50th consecutive year of dividend increases 📌 Takeaway: Pentair continues to"
X Link 2026-02-03T12:05Z [----] followers, [--] engagements

"🖥 HP Inc. names Bruce Broussard Interim CEO outlook unchanged HP announced Bruce Broussard as Interim CEO and reaffirmed guidance easing investor nerves: 📌 Q1 outlook (unchanged): Adj. EPS: $0.73$0.81 (Street: $0.77) 📌 FY2026 outlook (unchanged): Adj. EPS: $2.90$3.20 (Street: $3.06) 🧠 Why it matters: Leadership transition without guidance cuts = stability signal Confirms confidence in demand cost controls and execution Removes near-term uncertainty around strategy 📈 Takeaway: CEO change but numbers hold. HP is telling the market: business as usual. #HPQ #Earnings #TechStocks #Leadership"
X Link 2026-02-03T12:32Z [----] followers, [--] engagements

"🚨🔼 JPMorgan upgrades SoFi entry point achieved SoFi Technologies ($SOFI) was upgraded to Overweight from Neutral at JPMorgan by analyst Reginald Smith with the price target left unchanged at $31. 🧠 JPMs rationale Post-earnings selloff = opportunity Shares are down 10% since the Q4 call despite record results. FY26 guidance impressed EBITDA outlook beat expectations reinforcing operating leverage. Business momentum called undeniable Record member growth Record deposit inflows Improving funding mix + scale benefits JPMorgan says this is the entry point they were waiting for. 📌 Market read"
X Link 2026-02-03T13:15Z [----] followers, [--] engagements

"LUMEN TECCHNOLGIES Q4 [----] Revenue: $3.041B (down YoY) Adjusted EBITDA: $767M vs $1.052B last year Free Cash Flow: $765M (Q4 burn even excluding special items) Net income flipped from +$85M $2M EPS looks better only when excluding special items headline results are flat to negative. Full Year [----] Revenue: $12.402B (down YoY) Adjusted EBITDA: $3.360B vs $3.939B in [----] Free Cash Flow: $1.041B down from $1.386B Reported net loss: $1.739B (large impairment / special items impact) This confirms: the legacy decline is still overpowering growth for now."
X Link 2026-02-03T21:12Z [----] followers, [--] engagements

"$NOV - NOVO SHARE PRICE RIGHT NOW WHEN WILL THIS ROT STOP ONE OF MY [--] MOST UNDERVALUED STOCK"
X Link 2026-02-04T08:08Z [----] followers, [--] engagements

"Companies Before Open - 4.2.2026 06:00: Bunge $BG 06:20: GE HealthCare $GEHC 06:30: Cognizant $CTSH 06:30: Cencora $COR 06:45: Eli Lilly $LLY 06:45: Brookfield Asset Management $BAM 06:45: Avery Dennison $AVY 06:45: Evercore $EVR 06:55: $UBER 06:55: Johnson Controls $JCI 06:55: Silgan Holdings $SLGN 07:00: CME Group $CME 07:00: CDW $CDW 07:00: Old Dominion Freight Line $ODFL 07:00: Phillips [--] $PSX 07:00: T. Rowe Price $TROW 07:00: Yum Brands $YUM 07:00: Equifax $EFX 07:50: AbbVie $ABBV https://twitter.com/i/web/status/2018973060892631348 https://twitter.com/i/web/status/2018973060892631348"
X Link 2026-02-04T09:01Z [----] followers, [--] engagements

"Companies Reporting After Hours - 4.2.2026 16:00: Alphabet $GOOGL 16:00: $PTC 16:00: Qualcomm $QCOM 16:00: FormFactor $FORM 16:05: $ARM 16:05: Crown Holdings $CCK 16:05: Fluence Energy $FLNC 16:05: Lantronix $LTRX 16:05: Tenable $TENB 16:05: e.l.f. Beauty $ELF 16:05: Coherent $COHR 16:05: $AMSC 16:10: Chubb $CB 16:10: Clorox $CLX 16:10: McKesson $MCK 16:10: $SNAP 16:15: Modine Manufacturing $MOD 16:15: Crown Castle International $CCI 16:15: EnerSys $ENS 16:15: MetLife $MET 16:20: O'Reilly Automotive $ORLY 16:35: WEX $WEX 17:45: NOV $NOV 18:00: Allstate $ALL"
X Link 2026-02-04T09:01Z [----] followers, [---] engagements

"EIA Crude Oil Inventories Actual -3.455M (Forecast -0.639M Previous -2.295M) EIA Gasoline Inventories Actual 0.685M (Forecast 0.755M Previous 0.223M) EIA Distillate Inventories Actual -5.553M (Forecast -1.081M Previous 0.329M) EIA Crude Cushing Inventories Actual -0.743M (Forecast - Previous -0.278M) https://twitter.com/i/web/status/2019071972605370787 https://twitter.com/i/web/status/2019071972605370787"
X Link 2026-02-04T15:34Z [----] followers, [--] engagements

"$GOOGL Alphabet Q4 [----] Earnings Revenue $113.83B est. $111.4B Revenue ex-TAC $97.23B est. $95.17B Operating income $35.93B est. $36.95B Google Services revenue $95.86B est. $94.9B Google Advertising revenue $82.28B est. $80.89B Google Search & Other revenue $63.07B est. $61.37B YouTube Ads revenue $11.38B est. $11.78B Google Cloud revenue $17.66B est. $16.2B Capex $91.45B est. $28.17B https://twitter.com/i/web/status/2019155228772204692 https://twitter.com/i/web/status/2019155228772204692"
X Link 2026-02-04T21:04Z [----] followers, [---] engagements

"Fluence Energy $FLNC Q1 FY2026 Earnings Summary Fluence Energy posted explosive top-line growth in Q1 FY26 but profitability remains the key investor concern. Q1 FY2026 Results (ended Dec [--] 2025) Revenue: $475.2M (+154.4% YoY) GAAP gross margin: 4.9% Adjusted gross margin: 5.6% Net loss: $62.6M Adjusted EBITDA: $(52.1)M Order intake: $750M Backlog: $5.5B (record) FY2026 Guidance (Reaffirmed) Revenue: $3.2B$3.6B (midpoint $3.4B) Adjusted EBITDA: $40M$60M (midpoint $50M) ARR target: $180M Liquidity: $1.1B total Includes $378.3M in revolver capacity Positives Triple-digit revenue growth"
X Link 2026-02-04T21:15Z [----] followers, [---] engagements

"Snap Inc. $SNAP Q4 & Full-Year [----] Earnings Summary Snap Inc. reported clear progress toward profitable growth highlighted by margin expansion stronger cash flow and the announcement of a $500M share repurchase program. Management Commentary CEO Evan Spiegel said Q4 marked an inflection from Snaps strategic pivot with improved financial efficiency while continuing to invest in augmented reality and the upcoming consumer launch of Specs. Full-Year [----] Financials Revenue: $5.93B (+11% YoY) Net loss: $(460)M (improved from $(698)M in 2024) Adjusted EBITDA: $689M (vs. $509M prior year)"
X Link 2026-02-04T21:23Z [----] followers, [---] engagements

"$ENS EnerSys Q3 FY2026 Earnings Summary EnerSys reported a mixed headline quarter with revenue slightly below expectations but strong underlying profitability and cash generation especially when excluding IRC 45X benefits. Q3 FY2026 Highlights Revenue: $919.1M vs $932.0M est. 🔴 (+1% YoY) Adj. EPS: $2.77 vs $2.72 est. 🟢 (11% YoY) Gross margin: 30.1% (280 bps YoY) Gross margin ex-45X: 26.3% (+170 bps YoY) Adj. EPS ex-45X: $1.84 (+50% YoY) Cash Flow & Balance Sheet Cash & equivalents: $450.1M Net debt: $743.3M Operating cash flow (Q3): $184.6M (vs $81.1M prior) Free cash flow (Q3): $171.3M (vs"
X Link 2026-02-04T21:28Z [----] followers, [---] engagements

"$KMPR Kemper Q4 Earnings Summary Kemper delivered a big earnings beat despite a top-line miss highlighting strong underwriting and cost control. Q4 Highlights EPS: $1.78 vs $0.90 est. 🟢 Revenue: $1.13B vs $1.19B est. 🔴 Takeaway The quarter underscores Kempers operational leverage: profitability improved materially even with softer revenue. Investors will focus on loss ratios pricing discipline and reserve development to assess whether this earnings strength is sustainable going forward. https://twitter.com/i/web/status/2019170537545912492 https://twitter.com/i/web/status/2019170537545912492"
X Link 2026-02-04T22:05Z [----] followers, [--] engagements

"$CPAY Corpay Q4 Earnings Summary Corpay delivered a clean beat-and-raise quarter topping expectations in Q4 and issuing strong FY2026 EPS guidance. Q4 Highlights EPS: $6.04 vs $5.93 est. 🟢 Revenue: $1.25B vs $1.23B est. 🟢 FY2026 Guidance EPS: $25.50$26.50 vs $24.71 est. 🟢 Revenue: $5.215B$5.315B vs $5.233B est. 🟡 Takeaway Corpay continues to show strong operating leverage and earnings durability. The raised EPS outlook suggests margin expansion and disciplined cost control even as revenue guidance stays roughly in line. This reinforces Corpays profile as a high-quality payments compounder"
X Link 2026-02-04T22:09Z [----] followers, [--] engagements

"🟡 Crypto Market Snapshot 🟠 Bitcoin $72902 3.60% 🔷 Ethereum $2140 3.97% 🟡 Binance Coin (BNB) $697 7.58% 🔵 Cardano (ADA) $0.286 1.64% 🟣 Solana (SOL) $92.05 5.63% 🟢 Ripple (XRP) $1.50 4.61% 🔴 Polkadot (DOT) $1.46 2.32% 🟠 Avalanche (AVAX) $9.70 2.02% 🟣 Polygon (MATIC) $0.11 0.83% ⚛ Cosmos (ATOM) $1.99 1.75% 🔥 What stands out: Broad-based selloff across majors no real safe haven today Bitcoin & Ethereum both down 4% on the day extending deep weekly/monthly drawdowns High-beta names (SOL BNB) seeing sharper pressure Weekly losses of 2030%+ across many alts signal continued risk-off /"
X Link 2026-02-05T00:09Z [----] followers, [---] engagements

"🟡 Crypto Market Snapshot 🟠 Bitcoin $70501 3.42% 🔷 Ethereum $2084.92 2.73% 🟡 Binance Coin (BNB) $691.50 0.82% 🔵 Cardano (ADA) $0.279 2.56% 🟣 Solana (SOL) $90.25 1.76% 🟢 Ripple (XRP) $1.43 5.27% 🔴 Polkadot (DOT) $1.43 2.16% 🟠 Avalanche (AVAX) $9.50 2.27% 🟣 Polygon (MATIC) $0.11 3.13% ⚛ Cosmos (ATOM) $2.01 0.86% 🔥 What stands out: Broad selloff continues: majors still down 1525% weekly Bitcoin slipping below $71K now 19% YTD and 27% YoY Altcoins under heavier pressure with many 35% monthly BNB holding up relatively better vs peers on a YoY basis Capitulation vibes building but no"
X Link 2026-02-05T08:02Z [----] followers, [--] engagements

"🧠 Michael Burrys [--] potential acquisition targets for $GME: ADT home & commercial security recurring revenue Wayfair ($W) distressed valuation logistics + brand Assured Guaranty ($AGO) cash flows balance-sheet optionality 🧠 Why its interesting: Asset-heavy unloved cash-generative businesses classic Burry DNA. 🎯 Question: Strategic vision or pure contrarian value https://twitter.com/i/web/status/2019342517104156936 https://twitter.com/i/web/status/2019342517104156936"
X Link 2026-02-05T09:29Z [----] followers, [---] engagements

"Todays Key Events (All EST) 5.2.2026 07:30: US Challenger Layoffs 08:30: US Initial Jobless Claim 10:00: US JOLTS Job Openings 10:50: Feds Bostic Companies Reporting Before Open - 5.2.2026 05:30: Linde $LIN 06:00: CIGNA $CI 06:30: CMS Energy $CMS 06:30: Snap-On $SNA 06:30: Thomson Reuters $TRI 06:45: Cardinal Health $CAH 06:45: Hershey $HSY 06:45: XPO Logistics $XPO 06:45: Tapestry $TPR 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 07:00: ConocoPhillips $COP 07:00: Blue Owl Capital $OWL 07:00: Rockwell Automation $ROK 07:00: IQVIA $IQV 07:00: WEC Energy Group $WEC 07:30: Cummins $CMI"
X Link 2026-02-05T09:57Z [----] followers, [---] engagements

"Companies Reporting Before Open - 5.2.2026 05:30: Linde $LIN 06:00: CIGNA $CI 06:30: CMS Energy $CMS 06:30: Snap-On $SNA 06:30: Thomson Reuters $TRI 06:45: Cardinal Health $CAH 06:45: Hershey $HSY 06:45: XPO Logistics $XPO 06:45: Tapestry $TPR 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 07:00: ConocoPhillips $COP 07:00: Blue Owl Capital $OWL 07:00: Rockwell Automation $ROK 07:00: IQVIA $IQV 07:00: WEC Energy Group $WEC 07:30: Cummins $CMI 07:30: IntercontinentalExchange $ICE 07:30: Griffon $GFF 08:00: Ralph Lauren $RL Before Open: Peloton $PTON"
X Link 2026-02-05T09:57Z [----] followers, [---] engagements

"Companies Reporting After Hours - 5.2.2026 16:00: Amazon $AMZN 16:00: Doximity $DOCS 16:00: Arrow Electronics $ARW 16:00: Monolithic Power Systems $MPWR 16:00: BILL $BILL 16:00: Open Text $OTEX 16:00: VeriSign $VRSN 16:05: Amtech Systems $ASYS 16:05: Fortinet $FTNT 16:05: Reddit $RDDT 16:05: Synaptics $SYNA 16:05: ViaSat $VSAT 16:15: Impinj $PI 16:30: Coty $COTY 16:20: Affirm $AFRM After Close: Roblox $RBLX After Close: Warner Music Group $WMG 20:30: Envista Holdings $NVST https://twitter.com/i/web/status/2019349810055102675 https://twitter.com/i/web/status/2019349810055102675"
X Link 2026-02-05T09:58Z [----] followers, [---] engagements

"Linde plc $LIN released its full-year and Q4 [----] earnings today (February [--] 2026) showing solid performance with growth in key metrics despite some headline GAAP declines. Full-Year [----] Highlights - Sales: $34.0 billion +3% YoY (underlying +2%) - Adjusted operating profit: $10.1 billion +4% YoY - Adjusted operating margin: 29.8% (+30 bps YoY) - Adjusted EPS: $16.46 +6% YoY - Operating cash flow: $10.4 billion +10% YoY - Project backlog: $10.0 billion - Shareholder returns: $7.4 billion via dividends & buybacks - CEO Sanjiv Lamba highlighted resilient results with operating profit cash flow"
X Link 2026-02-05T11:16Z [----] followers, [--] engagements

"Snap-on Incorporated $SNA reported its Q4 and full-year [----] earnings today (February [--] 2026) posting modest top-line growth a slight EPS increase in Q4 and stable operating performance amid improving activity in critical industries. Results were mixed with low single-digit sales gains supported by organic growth and FX tailwinds. Q4 [----] Highlights - Net sales: $1231.9 million +2.8% YoY (organic +1.4%; +$15.6M from favorable FX) - Diluted EPS: $4.94 (up from $4.82 YoY) - Operating earnings before financial services: $265.2 million (flat YoY) margin 21.5% (down from 22.1%) - Financial"
X Link 2026-02-05T11:44Z [----] followers, [--] engagements

"🟡 $XPO XPO Logistics Q4 [----] Snapshot 🚚 📊 Q4 Results Revenue $2.01B +4.7% YoY Net income $59M 22% YoY GAAP EPS $0.50 21% YoY Adj. EPS $0.88 (flat YoY) Adj. EBITDA $312M +3% YoY 📦 North American LTL (bright spot) Revenue $1.17B Adj. operating income +13.8% YoY Operating ratio 84.4% (+180bps improvement) 🔥 🌍 Europe Revenue $846M +10.6% YoY Adj. EBITDA $32M 💰 Cash Operating cash flow $226M Cash on hand $310M ⚠ Headwinds Corporate operating loss +47% YoY Lower real estate gains ($21M) Higher restructuring costs (+$23M) 🔥 Takeaway Core LTL execution remains strong with margin expansion but"
X Link 2026-02-05T12:01Z [----] followers, [---] engagements

"🟡 $OWL Blue Owl Capital Q425 Snapshot 🦉 📈 Fundraising strength $17B new commitments in Q4 $56B raised in FY25 AUM surpassed $300B milestone 🚀 💰 Dividend $0.225/share (Class A) Payable Mar [--] [----] Record Feb [--] 🔥 Takeaway Blue Owl Capital continues to scale rapidly with record fundraising and growing AUM supporting a durable fee-based earnings model. The dividend reinforces confidence in cash-flow visibility. https://twitter.com/i/web/status/2019391494768001142 https://twitter.com/i/web/status/2019391494768001142"
X Link 2026-02-05T12:43Z [----] followers, [---] engagements

"🟢 $ICE Intercontinental Exchange FY25 Results 🧊 🏆 20th consecutive year of record revenues 📊 FY [----] Highlights Net revenue: $9.9B (+7% YoY) GAAP EPS: $5.77 (+21% YoY) Adj. EPS: $6.95 (+14% YoY) Operating income: $4.9B (+14% YoY) Adj. operating income: $6.0B (+10% YoY) 📈 Margins Operating margin 50% Adj. operating margin 60% 🔥 💰 Cash Flow Operating CF $4.7B (record) Adj. free CF $4.2B (+16% YoY) 🔁 Capital Returns $2.4B returned to shareholders Includes $1.3B in share buybacks 🔥 Takeaway Intercontinental Exchange keeps doing what it does best: steady growth elite margins massive cash"
X Link 2026-02-05T13:03Z [----] followers, [--] engagements

"🟢 $GFF Griffon Corp Q1 FY26 Earnings 🏗 📊 Q1 FY26 Highlights Revenue $649.1M (+3% YoY) GAAP EPS $1.41 (vs $1.49 LY) Adj. EPS $1.45 (vs $1.39 LY) 🟢 Adj. net income $66.3M 📈 Profitability Adj. EBITDA $129.6M (1% YoY) Adj. EBITDA (ex corporate) $144.6M (flat YoY) 💰 Cash Flow Free cash flow: $99M 🔥 🧱 Business Trends Solid execution at Home & Building Products Improved profitability at Consumer & Professional Products 🗣 Management On track to meet updated FY targets 🔥 Takeaway Griffon Corporation delivered a steady quarter with strong free cash flow resilient core operations and improving"
X Link 2026-02-05T13:08Z [----] followers, [--] engagements

"🟡 $PTON Peloton Q2 FY26 Earnings 🚴♂ 📊 Q2 FY26 Highlights Revenue $657M (3% YoY) Adj. EBITDA $81M (+39% YoY) 🟢 Gross margin 50.5% (+320 bps YoY) 🔥 GAAP net loss $39M 👥 Subscriptions Paid connected fitness subs: 2.661M (7% YoY) 🔴 🔮 FY26 Outlook (Improving) Adj. EBITDA raised to $450M$500M Free cash flow target: $275M 🔥 Takeaway Peloton continues its profitability pivot: margins and EBITDA are moving sharply higher even as revenue and subs remain under pressure. The story here is cash flow discipline and cost control not growthat least for now. Want this reframed as a turnaround vs."
X Link 2026-02-05T13:16Z [----] followers, [--] engagements

"Continuing Jobless Claims 1844K VS Est. 1850K"
X Link 2026-02-05T13:32Z [----] followers, [--] engagements

"🟢 $ARW Arrow Electronics Q4 & FY25 Earnings 🔌 📊 Q4 [----] (Beat + Raise vs guidance) Sales $8.7B (+20% YoY above high end of guide) EPS $3.75 Non-GAAP EPS $4.39 (both guide) 🟢 📊 FY [----] Sales $30.9B (+10% YoY) EPS $10.93 Non-GAAP EPS $11.02 🚀 Whats driving it Momentum across Global Components + ECS Strength in cloud AI and datacenter demand Growth in higher-margin value-added offerings Improving leading indicators as cycle turns 🗣 Management tone Early stages of a modest cyclical upturn Entering [----] with positive momentum cautious optimism Focus on profitable growth + financial"
X Link 2026-02-05T21:03Z [----] followers, [---] engagements

"🟢 $BILL BILL Q2 FY26 Earnings (Strong Core Growth + Margins 💳) 📊 Q2 FY26 Highlights Total revenue: $414.7M (+14% YoY) Core revenue: $375.1M (+17% YoY) 🟢 Subscription fees $72.1M (+6%) Transaction fees $303.1M (+20%) 🔥 Float revenue $39.5M 📈 Profitability Gross margin 79.8% (Non-GAAP 83.9%) Non-GAAP operating income $74.1M (+18% YoY) Non-GAAP EPS $0.64 (vs $0.56 LY) 🟢 GAAP net loss $(0.03)/sh 💰 Scale & Usage [------] businesses served $95B payment volume (+13% YoY) 35M transactions (+16% YoY) 🔁 Capital Return 2.5M shares repurchased for $133M in Q2 🧠 What stands out Core (subscription"
X Link 2026-02-05T21:12Z [----] followers, [---] engagements

"🟡 $OTEX OpenText Q2 FY26 Earnings 📄 📊 Q2 FY26 Highlights Total revenue: $1.33B (0.6% YoY) 🔴 Cloud revenue: $478M (+3.4% YoY) 🟢 20th consecutive quarter of cloud organic growth ARR: $1.06B (+0.7% YoY) Adj. EBITDA: $491M (37.0% margin) GAAP EPS: $0.66 🔴 💰 Cash Flow & Capital Free cash flow: $279M in Q2 FY26 YTD FCF: $381M (+101% YoY) 🔥 Quarterly dividend: $0.275/share 🔁 Portfolio moves Completed eDOCS sale for $163M Announced Vertica divestiture for $150M 👔 Leadership Ayman Antoun named CEO effective April [--] [----] ⚠ Pressure points GAAP net income 27% YoY GAAP EPS 24% YoY Non-GAAP"
X Link 2026-02-05T21:14Z [----] followers, [---] engagements

"🟢 $BE Bloom Energy Q4 & FY25 Earnings ⚡ 🚀 FY [----] (Record Year) Revenue $2.02B (+37% YoY) Gross margin 29.0% (+160 bps YoY) Operating income: $72.8M (vs $22.9M in 24) Operating cash flow: $113.9M 2nd consecutive year of positive cash flow ✅ Product backlog $6B (2.5x YoY) Total backlog $20B 🤯 📊 Q4 [----] Revenue $777.7M (+36% YoY) Gross margin 30.8% Operating cash flow: $418.1M 💰 Service margin +1860 bps YoY (major turnaround) 🧠 Key Drivers Explosive demand from AI data centers Strong Commercial & Industrial adoption All products now 800V DCready (data-center optimized) ⚠ Watchouts Q4"
X Link 2026-02-05T21:24Z [----] followers, [---] engagements

"🚀 $TEAM Q2 FY26 Earnings Blowout Atlassian firing on all cylinders 👇 🟢 Revenue: $1.59B vs $1.21B est +23% YoY 🟢 Adj. EPS: $1.22 vs $0.73 est ☁ Cloud Revenue: $1.07B +26% YoY (first-ever $1B cloud quarter) 📦 RPO: $3.81B +44% YoY 🤖 Rovo: 5M+ monthly active users 🔮 Q3 Guide (Above Street) Revenue: $1.689B$1.697B vs $1.65B est Cloud Growth: +23% YoY Data Center Growth: +33.5% YoY Non-GAAP Op Margin: 27.5% Non-GAAP Gross Margin: 88% 📈 FY26 Outlook Total Revenue Growth: +22% YoY Cloud Growth: +24.3% YoY Non-GAAP Op Margin: 25.5% Gross Margin: 87% 💰 Financial Strength FCF: $168.5M (11%"
X Link 2026-02-05T22:06Z [----] followers, [---] engagements

"$BILL - BILL HOLDING UP 13.26%"
X Link 2026-02-05T22:13Z [----] followers, [--] engagements

"🛡 $ZS expands Zero Trust to the browser Zscaler acquired SquareX to bring Zero Trust security directly into standard browsers like Google Chrome and Microsoft Edge via lightweight extensions. Why it matters: 🔐 Secures BYOD & unmanaged devices 🧩 No separate enterprise browser 🚫 No full endpoint agent required ⚡ Faster deployment lower friction for users Big picture: Zscaler is pushing Zero Trust closer to the user session itself shrinking the attack surface right where work actually happens the browser. https://twitter.com/i/web/status/2019552473497690616"
X Link 2026-02-05T23:23Z [----] followers, [---] engagements

"Companies Reporting Before Open - 6.2.2026 06:00: Centene $CNC 06:00: Newell $NWL 06:00: Johnson Outdoors $JOUT 06:00: Proto Labs $PRLB 06:30: nVent $NVT 06:30: Graham $GHM 06:30: RXO $RXO 06:30: MarketAxess $MKTX 06:40: GrafTech $EAF 06:55: Under Armour $UAA 06:55: Philip Morris $PM 06:55: AutoNation $AN 07:00: Canopy $CGC 07:00: Roivant $ROIV 07:00: Virtus $VRTS 07:00: AerCap $AER 07:00: Carlyle $CG 07:00: Immunovant $IMVT 07:00: Ispire $ISPR 07:00: Piper Sandler $PIPR 07:30: Cboe $CBOE 07:30: Plains All American $PAA https://twitter.com/i/web/status/2019705130753441882"
X Link 2026-02-06T09:30Z [----] followers, [---] engagements

"🚨 Goldman Sachs Upgrades $VST to BUY 🚨 🔹 Rating: Buy (from Neutral) 🔹 Price Target: $205 (from $200) 🔹 Implied Upside: 45% 🔹 Analyst: Carly Davenport Why Goldman turned bullish 👇 Shares pulled back -12% YTD and -35% from ATH attractive entry Estimates raised after incorporating Meta PPA Potential 3%9% upside to [----] EBITDA if remaining nuclear output is contracted at similar pricing 🛡 Downside protection Current price ($142.5) implies $49/MWh future power price well below the $58/MWh forward average Market already pricing in conservative assumptions on power prices & PPAs 📉 Valuation"
X Link 2026-02-06T09:47Z [----] followers, [--] engagements

"AerCap - $AER Holdings full-year [----] resultsand why Rhea-AI flags High Impact / Neutral Sentiment 👇 ✈ Full-Year 2025: Record Performance Headline Net income: $3.8B or $21.30 EPS Adjusted net income: $2.7B or $15.37 EPS Q4 net income: $633M or $3.79 EPS Operating cash flow: $5.4B This was a record year across earnings cash generation and capital returns. 🔼 What Went Right Shareholder Value Creation $2.6B returned to shareholders in [----] Quarterly dividend raised to $0.40 Book value per share: $112.59 up 19% YoY Portfolio & Capital Allocation $3.9B of asset sales generating $819M in gains"
X Link 2026-02-06T12:30Z [----] followers, [--] engagements

"📈 Todays Move (Relief Rally) Bitcoin $66702 +6.36% Ether $1930 +5.90% Ripple +14.94% (day leader) Cardano +7.50% Solana +5.20% Broad-based rebound after hitting multi-month lows. 📉 Bigger Picture (Still Risk-Off) Weekly: BTC 22% ETH 29% SOL 31% Monthly: Most majors 35% to 40% YTD: BTC 25% ETH 35% SOL 35% YoY: Many alts down 50%70%+ This is a counter-trend bounce not a trend reversalyet. 🧠 Market Takeaway Crypto continues trading like high-beta equities ETF outflows + thin liquidity = fragile rallies Short-term relief but macro + risk sentiment still dominate"
X Link 2026-02-06T13:14Z [----] followers, [--] engagements

"WeRide $WRD and Uber $UBER announced an expansion of their strategic partnership to deploy at least [----] robotaxis across the Middle East. The deployment which will span Abu Dhabi Dubai and Riyadh is expected to be completed as soon as 2027"
X Link 2026-02-06T14:35Z [----] followers, [---] engagements

"🟠 Crypto Relief Rally 🟡 Bitcoin: $68104 8.6% 🔵 Ether: $1969 8.0% 🟣 XRP: 21.9% 🟢 Cardano: 10.6% 🟠 Solana: 7.3% 🔥 Whats happening: Broad short-covering + oversold bounce after multi-week selloff XRP ripping hardest as leverage flush reverses Majors catching up after deep weekly/monthly drawdowns 🧠 Big picture: This looks like a relief rally not a trend reversal. Weekly and monthly damage remains heavy (BTC 19% weekly ETH 27%). Crypto still trading like high-beta equities not a hedge. ⚠ Volatility remains extreme rallies likely fragile until liquidity and ETF flows stabilize."
X Link 2026-02-06T15:20Z [----] followers, [--] engagements

"U.S. Department of Justice probes Netflix ($NFLX) for potential anticompetitive conduct tied to its $72B bid for Warner Bros. Discoverys studios & HBO Max.A DOJ subpoena signals scrutiny over whether the deal could entrench market power or reduce competition.Regulators are also reviewing Paramount Globals rival bid and reassessing how past mergers affected competition and creative response: review is standard; expects approval; argues the deal is vertical and would lower consumer costs. http://talent.Netflix http://talent.Netflix"
X Link 2026-02-06T21:17Z [----] followers, [--] engagements

"U.S. Department of Justice probing whether Netflix ($NFLX) engaged in exclusionary conduct that could lead to monopoly power as it reviews potential bids for Warner Bros. Discovery assets. Market take: headline regulatory overhang; subpoenas raise deal-timing risk but not yet a thesis breaker unless DOJ escalates to a formal antitrust challenge. https://twitter.com/i/web/status/2019884555033874572 https://twitter.com/i/web/status/2019884555033874572"
X Link 2026-02-06T21:23Z [----] followers, [--] engagements

"Northrop Grumman - $NOC secures a $198M contract to provide parts and support for the E-2D Hawkeye aircraft program reinforcing steady sustainment revenue from U.S. military aviation programs"
X Link 2026-02-06T23:17Z [----] followers, [--] engagements

"US LABOR MARKET COOLS FURTHER: UNEMPLOYED NOW EXCEED JOB OPENINGS BY 961K WIDEST GAP SINCE [----] (EX-COVID)"
X Link 2026-02-07T01:32Z [----] followers, [--] engagements

"🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings ✅ Diversification + defensive exposure"
X Link 2026-02-07T15:19Z [----] followers, [---] engagements

"💻 Semiconductors / Hardware $CRWV CoreWeave cloud & GPU acceleration platform $NVDA AI GPU leader powering datacenters & supercomputing $AMD CPUs & GPUs for AI gaming and enterprise $TSM Foundry leader advanced nodes & AI demand $AVGO High-performance chips for networking & connectivity $MU DRAM/NAND leverage from AI demand $NBIS Vertically integrated AI semiconductor play Theme: AI acceleration HPC & next-gen chips 🚀 https://twitter.com/i/web/status/2020156458118111584 https://twitter.com/i/web/status/2020156458118111584"
X Link 2026-02-07T15:23Z [----] followers, [---] engagements

"🖥 Software / SaaS $PLTR Enterprise AI & analytics platform $MDB Cloud DB + AI integration $NOW Digital workflow automation SaaS $SNOW Data cloud & analytics $INOD SaaS automation & AI tools $CRM Customer [---] + AI insights $IBM Hybrid cloud & AI enterprise solutions $PEGA Customer engagement & process automation $SOUN Streaming & SaaS analytics https://twitter.com/i/web/status/2020156609968718313 https://twitter.com/i/web/status/2020156609968718313"
X Link 2026-02-07T15:24Z [----] followers, [---] engagements

"BIG EARNINGS WEEK AHEAD 💥 Feb [---] [----] 📅 Monday UniCredit Q4 Recruit Holdings Q3 AM Apollo $APO 💼 Q4 AM Becton Dickinson $BDX 🧪 Q1 AM Onsemi $ON ⚡ Q4 PM Cleveland-Cliffs $CLF 🏗 Q4 AM Goodyear $GT 🚗 Q4 PM 📅 Tuesday Coca-Cola $KO 🥤 Q4 AM AstraZeneca $AZN 💊 Q4 AM S&P Global $SPGI 📊 Q4 AM BP $BP 🛢 Q4 AM CVS $CVS 💊 Q4 AM Marriott $MAR 🏨 Q4 AM Datadog $DDOG 🐶 Q4 AM Robinhood $HOOD 💸 Q4 PM Ford $F 🚙 Q4 PM 📅 Wednesday 🔥 Cisco $CSCO 🌐 Q2 PM T-Mobile $TMUS 📶 Q4 AM McDonalds $MCD 🍟 Q4 AM Shopify $SHOP 🛒 Q4 AM Siemens Energy Q1 PM TotalEnergies 🛢 Q4 Humana $HUM 🏥"
X Link 2026-02-07T15:30Z [----] followers, [---] engagements

"KKR & CO.S LEADERS SEE THEIR ACQUISITION OF ARCTOS PARTNERS AS KEY TO CAPITALIZING ON TWO GROWING BUSINESS LINES AND SOLIDIFY ITSELF AS THE DOMINANT INSTITUTIONAL SPORTS INVESTOR"
X Link 2026-02-08T15:16Z [----] followers, [--] engagements

"📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and"
X Link 2026-02-08T20:28Z [----] followers, [---] engagements

"🔥 Asia Daily Performance (Ranked) 🔥 Risk-On / High Momentum JP225 (Japan) 🟢 +3.58% Clear risk appetite strongest conviction TSI (Taiwan) 🟢 +2.65% Tech-led momentum aggressive buying CSI [---] (China) 🟢 +1.64% Institutions stepping in SHANGHAI [--] 🟢 +1.45% Large caps participating SHANGHAI Composite 🟢 +1.41% Broad market follow-through 🟡 Neutral / Controlled Risk CH50 🟡 +1.22% Participation without chase DSE Broad (Bangladesh) 🟡 +1.07% Steady accumulation JCI (Indonesia) 🟡 +0.90% Bounce but still cautious 🧊 Defensive / Lagging SENSEX (India) 🔵 +0.56% Consolidation not risk-seeking"
X Link 2026-02-09T07:06Z [----] followers, [--] engagements

"🚨 NatWest Group has agreed to acquire Evelyn Partners for 2.7bn strengthening its wealth management arm. The deal adds scale in advice & investment services and supports NatWests strategy to grow fee-based income"
X Link 2026-02-09T08:17Z [----] followers, [--] engagements

"Robotics / Power $IREN $TSLA $OKLO $GEV Semiconductors / Hardware $CRWV (CoreWeave) $NVDA $AMD $TSM $AVGO $MU $NBIS (Nebius) Cybersecurity $PANW $CRWD $ZS Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN Consumer Internet $SHOP $BABA $AAPL $META $BIDU $RBLX"
X Link 2026-02-09T10:29Z [----] followers, [---] engagements

"Semiconductors / Hardware $CRWV (CoreWeave) $NVDA $AMD $TSM $AVGO $MU $NBIS (Nebius)"
X Link 2026-02-09T10:30Z [----] followers, [---] engagements

"Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN"
X Link 2026-02-09T10:30Z [----] followers, [--] engagements

"Companies Reporting Before Open - 9.2.2026 B.O: Fiserv $FISV B.O: $BP 06:00: Cleveland-Cliffs $CLF 06:00: CNA Financial $CNA 06:00: Edgewell Personal Care $EPC 06:00: Spotify $SPOT 06:00: Axalta $AXTA 06:00: DuPont $DD 06:20: Ferrari $RACE 06:30: Apollo $APO 06:30: Becton Dickinson $BDX 06:30: CVS Health $CVS 06:30: Hasbro $HAS 06:30: Zimmer Biomet $ZBH 06:30: Dynatrace $DT 06:35: Aramark $ARMK 06:45: Sally Beauty $SBH 06:55: Coca-Cola $KO 07:00: monday. com $MNDY 07:00: Hain Celestial $HAIN 07:00: Datadog $DDOG 07:00: AstraZeneca $AZN 07:00: Marriott $MAR 07:00: Duke Energy $DUK 07:00:"
X Link 2026-02-09T10:38Z [----] followers, [---] engagements

"Companies Reporting After Hours - 9.2.2026 16:00: Amkor Technology $AMKR 16:05: Arch Capital $ACGL 16:05: Chegg $CHGG 16:05: ZoomInfo $GTM 16:05: Ichor Holdings $ICHR 16:15: Medpace $MEDP 16:15: Upwork $UPWK 16:30: Goodyear $GT AMC: onsemi $ON"
X Link 2026-02-09T10:41Z [----] followers, [---] engagements

"📊 Cleveland-Cliffs Q4 & FY [----] What Actually Matters Cleveland-Cliffs Inc. delivered weak headline results but there are a few important under-the-surface improvements worth noting. 🔴 Headline: Still Loss-Making but Trending Better QoQ Q4 GAAP net loss: $235M (-$0.44/share) Much better than Q4 2024s -$434M Full-year GAAP net loss: $1.4B (-$2.91/share) Significantly worse than [----] Adjusted EBITDA 2025: $37M down sharply from $773M in [----] Market sentiment stays negative because full-year profitability collapsed no way around that. 🟡 The Quiet Improvement (Why This Wasnt a Disaster Print)"
X Link 2026-02-09T11:07Z [----] followers, [--] engagements

"BECTON DICKINSON $BDX Q1 FY2026 Revenue: $5.25B (+1.6% reported +0.4% FX-neutral) Reported diluted EPS: $1.34 (+28.8% YoY) Adjusted diluted EPS: $2.91 (-15.2% YoY) Life Sciences revenue: -8.3% YoY Outlook / Events Waters combination close: Feb [--] [----] (New BD) FY guidance: Revenue: low single-digit growth Adjusted diluted EPS: $12.35$12.65 https://twitter.com/i/web/status/2020824396370170335 https://twitter.com/i/web/status/2020824396370170335"
X Link 2026-02-09T11:37Z [----] followers, [--] engagements

"Waters Corporation $WAT Q4 Earnings Q4 [----] sales: $932M (+7% reported +6% constant currency) Q4 GAAP EPS: $3.77 (vs. $3.88 prior year) Q4 non-GAAP EPS: $4.53 (+10% YoY) FY [----] sales: $3165M (+7% YoY) FY [----] non-GAAP EPS: $13.13 (+11% YoY) FY [----] recurring revenue growth: +8% Acquired BD business contribution (2026): $3.0B [----] reported revenue guidance: $6.405$6.455B [----] non-GAAP EPS guidance: $14.30$14.50 Q1 [----] non-GAAP EPS growth: 0%4% https://twitter.com/i/web/status/2020826023160394220 https://twitter.com/i/web/status/2020826023160394220"
X Link 2026-02-09T11:44Z [----] followers, [--] engagements

"Hain Celestial Q2 Earnings and FY2026 Metrics Net sales: $384M (-7% YoY) Adjusted EBITDA: $24M (vs. $38M prior year) Gross margin: 19.4% (-330 bps YoY) Net loss: $116M (includes $132M pre-tax impairment) Operating cash flow: $37M (+20% YoY) Free cash flow: $30M (+20% YoY) Total debt: $705M Net debt: $637M (down $13M YTD) Snacks organic sales: -20% YoY Portfolio action: Divesting North American snacks https://twitter.com/i/web/status/2020832532342661588 https://twitter.com/i/web/status/2020832532342661588"
X Link 2026-02-09T12:09Z [----] followers, [--] engagements

"⚖ Legal headline 👇 Autodesk has sued Google in U.S. federal court alleging Google knowingly infringed Autodesks FLOW trademark. Claim: Google branded its AI filmmaking tool as Flow Autodesk alleges Google misled Autodesk while secretly pursuing global trademark registrations Lawsuit centers on trademark infringement and unfair competition Case adds fresh legal risk around AI branding and IP disputes. https://twitter.com/i/web/status/2020967223582687562 https://twitter.com/i/web/status/2020967223582687562"
X Link 2026-02-09T21:05Z [----] followers, [--] engagements

"GOOGLE-PARENT ALPHABET KICKS OFF DEBUT SWISS FRANCS DEBT SALE"
X Link 2026-02-10T07:58Z [----] followers, [--] engagements

"Companies Reporting After Hours - 10.2.20226 16:00: Gilead $GILD 16:00: Advanced Energy $AEIS 16:00: Lattice Semiconductor $LSCC 16:00: Red Rock Resorts $RRR 16:00: Rapid7 $RPD 16:05: Robinhood $HOOD 16:05: Astera Labs $ALAB 16:05: Ford 16:05: $LYFT 16:05: Upstart $UPST 16:05: Zillow Group $ZG 16:05: Mattel $MAT 16:05: Zillow $Z 16:05: Klaviyo $KVYO 16:05: Exelixis $EXEL 16:05: Pegasystems $PEGA 16:05: Teradata $TDC 16:05: Welltower $WELL 16:05: BlackLine $BL 16:05: W. P. Carey $WPC 16:10: $ANGI Homeservices 16:10: Freshworks $FRSH 16:15: Cloudflare $NET 16:15: Edwards Lifesciences $EW 16:15:"
X Link 2026-02-10T08:50Z [----] followers, [---] engagements

"🟦 Raymond James upgrades Take-Two ($TTWO) to Strong Buy (from Outperform) PT $285 Analyst: Andrew Marok What changed The upgrade is basically a sentiment call: TTWO sold off on AI replacement fears tied to Google/DeepMinds Project Genie / world models narrative and Raymond James thinks that fear is overdone. (Barron's) Core thesis (in plain English) World models game engines. They can generate environments but they dont replace what makes a AAA game work: Gameplay systems/mechanics Multiplayer balance progression Tooling pipelines production Monetization + live ops + distribution + UA So RJ"
X Link 2026-02-10T10:15Z [----] followers, [--] engagements

"key Valuable stocks in these verticals: Data Storage Companies $STX $WDC AI: - $AMZN - $GOOGL - $META - $MSFT SuperApp: - $GRAB Insurance: - $ROOT - $OSCR Fintech: - $NU - $DLO - $SOFI E-commerce: - $MELI - $AMZN - $SE Pharma: - $NVO - $HROW Advertising/Marketing: - $APP - $ZETA Semiconductors: - $ASML - $AMD - $NVDA - $AVGO Big Tech: - $AMZN - $GOOGL Cybersecurity: - $SCRWD $PANW https://twitter.com/i/web/status/2021169688533766280 https://twitter.com/i/web/status/2021169688533766280"
X Link 2026-02-10T10:29Z [----] followers, [---] engagements

"🚀 Top [--] High-Conviction Stocks (Risk-Adjusted) [--] Adobe Why it makes the cut AI disruption fears are overblown; Adobe owns the creator workflow Pricing power + switching costs = durable cash flow Re-rating candidate as growth stabilizes Upside: 40% Conviction: [--] Meta Platforms Why it makes the cut Best AI monetization story in large-cap tech Ad efficiency + margin expansion already showing up Still trading below peak multiple Upside: 25% Conviction: [--] Amazon Why it makes the cut AWS growth inflection + retail margin leverage Cost discipline finally visible Multiple expansion + earnings growth"
X Link 2026-02-10T10:37Z [----] followers, [--] engagements

"🟦 JPMorgan on Amazon $AMZN JPMorgans Doug Anmuth reiterates Overweight and $265 PT on Amazon. 📉 Stock weakness tied to $200B [----] capex well above expectations near-term FCF pressure. 📈 But spend reflects strong demand and should accelerate AWS growth through [----]. 👀 What investors should watch: AWS growth + backlog Retail market share gains Margin expansion Capex pain now growth payoff later. https://twitter.com/i/web/status/2021172426046886386 https://twitter.com/i/web/status/2021172426046886386"
X Link 2026-02-10T10:40Z [----] followers, [--] engagements

"🚨🔼 Daiwa upgrades Palantir ($PLTR) Daiwa upgrades Palantir to Buy from Neutral with a $180 price target. 📌 Takeaway: confidence rising in PLTRs AI-driven growth story and longer-term demand outlook"
X Link 2026-02-10T10:41Z [----] followers, [--] engagements

"STELLANTIS CUT TO BAA3 FROM BAA2 BY MOODY'S; OUTLOOK STABLE"
X Link 2026-02-10T11:46Z [----] followers, [--] engagements

"🍽 Aramark Q1 FY2026 Earnings Key Takeaways 📊 Top line Revenue: +6% YoY Organic revenue: +5% YoY Would have been +8% without the calendar shift Growth driven by base business expansion + net new wins Client retention at record levels; new business running ahead of plan ⚠ Calendar distortion FY2026 Q1 impacted by the 53rd-week shift from FY2025 muting reported growth Management expects the effect to reverse and benefit Q2 results 📈 ** https://twitter.com/i/web/status/2021192873887088705 https://twitter.com/i/web/status/2021192873887088705"
X Link 2026-02-10T12:01Z [----] followers, [--] engagements

"🏨 Marriott International Q4 [----] Earnings Key Takeaways 📊 The print Adj. EPS: $2.58 vs $2.61 est. (slight miss) Revenue: $6.69B vs $6.67B est. 🟢 Reported EPS: $1.65 Net income: $445M Adj. net income: $695M ( in line) 🧠 What matters Top-line beat shows travel demand remains resilient Minor adj. EPS miss driven by costs/mix not demand Asset-light model continues to deliver strong adjusted profitability ⚠ Bottom line This was a solid steady quarter. Marriott isnt accelerating but its executing cleanly in a still-healthy travel environment. Stock reaction likely hinges more on forward booking"
X Link 2026-02-10T12:11Z [----] followers, [--] engagements

"🟦 Fiserv Q4 results Q4 highlights Revenue: $5.28B Adjusted revenue: $4.90B Net income: $813M EPS: $1.51 Adjusted EPS: $1.99 Bottom line Solid quarter with strong profitability and a meaningful gap between reported and adjusted earnings underscoring operating leverage in Fiservs core payments and fintech platforms. https://twitter.com/i/web/status/2021195533130383772 https://twitter.com/i/web/status/2021195533130383772"
X Link 2026-02-10T12:12Z [----] followers, [--] engagements

"🟦 Commerzbank FY [----] result Net result (FY 2025): 2.63B Bottom line A solid full-year profit underscores Commerzbanks improved earnings power and balance-sheet discipline supporting its ongoing restructuring and capital return story"
X Link 2026-02-10T12:15Z [----] followers, [--] engagements

"🟦 S&P Global Q4 + [----] outlook Q4 results Adj. EPS: $4.30 Revenue: $3.92B vs $3.90B est (slight beat) [----] guidance Revenue (as reported): +6% to +8% Adj. EPS: $19.40$19.65 (Street $20.00) Bottom line Q4 came in slightly ahead on revenue but [----] EPS guidance is a touch light suggesting a more conservative margin outlook despite steady top-line growth. https://twitter.com/i/web/status/2021196988050502134 https://twitter.com/i/web/status/2021196988050502134"
X Link 2026-02-10T12:18Z [----] followers, [--] engagements

"🟦 Morgan Stanley stays Equalweight on Tesla flags solar upside $TSLA - Tesla Morgan Stanley reiterates Equalweight with a $415 PT pointing to expanding ambitions in solar. Whats new Tesla plans to add [---] GW of solar manufacturing capacity MS estimates Tesla Solar could contribute $20$50B in equity value to the Energy segment Why it matters Not a near-term game changer on its own Could unlock long-term growth ease energy bottlenecks and support Teslas broader AI/EV ambitions Bottom line Solar isnt the core bull case yet but its a meaningful option value that strengthens Teslas long-term"
X Link 2026-02-10T12:26Z [----] followers, [--] engagements

"MCKINSEY HANDS $20 BILLION INVESTMENT ARM TO NEUBERGER BERMAN"
X Link 2026-02-10T12:52Z [----] followers, [--] engagements

"🟦 Xylem $XYL Q4 beat and dividend hike Q4 results Adjusted EPS: $1.42 vs $1.41 est (beat) Revenue: $2.40B vs $2.37B est (beat) EPS and revenue both up YoY [----] outlook Adjusted EPS: $5.35$5.60 (Street $5.56) Revenue: $9.10B$9.20B (Street $9.32B) Capital return Dividend raised 8% to $0.43/quarter Payable March [--] (record date Feb. 24) Bottom line Solid Q4 execution with modest beats and a dividend increase. [----] guidance is largely in line pointing to steady growth rather than upside surprise. https://twitter.com/i/web/status/2021210249219252241"
X Link 2026-02-10T13:10Z [----] followers, [---] engagements

"🟦 Evogene - $EVGN expands partnership with $GOOGL - Google Cloud Evogene announced an expanded collaboration with Google Cloud. Whats new Deeper use of Google Cloud AI and compute to accelerate Evogenes computational biology platforms Supports faster discovery and development across agriculture life sciences and therapeutics Why it matters Reinforces Evogenes AI-first R&D model Gives access to scalable infrastructure without heavy capex Another example of Google Cloud embedding itself into specialized AI workflows Bottom line Strategically positive for Evogenes pipeline efficiency;"
X Link 2026-02-10T13:13Z [----] followers, [--] engagements

"$PSKY - PARAMOUNT - REVISED OFFER FINANCED BY $43.6 BLN OF EQUITY COMMITMENTS FROM ELLISON FAMILY & REDBIRD CAPITAL PARTNERS & $54.0 BLN OF DEBT COMMITMENTS"
X Link 2026-02-10T14:16Z [----] followers, [--] engagements

"$PSKY - PARAMOUNT ENHANCES ITS SUPERIOR $30 PER SHARE ALL-CASH OFFER FOR WARNER BROS. DISCOVERY AND PROVIDES UPDATE ON REGULATORY PROGRESS"
X Link 2026-02-10T14:17Z [----] followers, [--] engagements

"🧠 AI isnt one stock its a value chain Designers (e.g. Nvidia): high margins high hype Foundries (TSMC): scale + geopolitics Equipment (ASML): paid no matter who wins Materials: quiet sticky cash flows IDMs: cyclical full-stack leverage 🔥 Key takeaway AI money flows bottom-up. Headlines go to chips cash goes to infrastructure. 📌 Smart investors dont bet on one logo. They own the chain. https://twitter.com/i/web/status/2021249807675801621 https://twitter.com/i/web/status/2021249807675801621"
X Link 2026-02-10T15:48Z [----] followers, [--] engagements

"🏠 Zillow Q425 Earnings Key Takeaways 🟢 Top line beats Revenue: $654M vs $650M est. (+18% YoY) Growth across For Sale Rentals and Mortgages 🔴 Earnings Adj. EPS: $0.39 (slight miss vs $0.40) 🚀 Where the growth is Rentals: $168M (+45% YoY) For Sale: $475M (+11% YoY) Mortgages: $57M (+39% YoY) Purchase loan volume: $1.5B (+67% YoY) 📈 Scale & engagement FY25 revenue: $2.58B (+16% YoY) Monthly users: 221M (+8% YoY) Visits: 2.1B (+2% YoY) 💰 Margins & balance sheet Adj. EBITDA: $149M (23% margin) GAAP net income: $3M (breakeven) Cash: $1.3B Buybacks: $232M in Q4 🧠 Bottom line Zillow is gaining"
X Link 2026-02-10T21:38Z [----] followers, [--] engagements

"🚀 Astera Labs ($ALAB) Q425 Blowout Quarter 🟢 Q4 beats Revenue: $270.6M (+92% YoY +17% QoQ) Adj. EPS: $0.58 (est. $0.51) Adj. operating margin: 40.2% Non-GAAP net income: $104.8M 🔮 Q1 guide (upside) Adj. EPS: $0.53$0.54 (est. $0.52) Revenue: $286M$297M 💎 Quality metrics Non-GAAP gross margin: 75.7% GAAP op income: $67.0M (24.7% margin) 👥 Mgmt update New CFO Desmond Lynch joins Mar 2; outgoing CFO transitions to advisor 🧠 Takeaway This is hyper-growth + elite margins classic AI infrastructure leverage. Guidance confirms momentum isnt slowing. 📌 One of the cleanest AI hardware prints this"
X Link 2026-02-10T21:39Z [----] followers, [--] engagements

"💾 Teradata ($TDC) Q425 Quietly strong execution 🟢 Q4 beat across the board Revenue: $421M vs $399M est. Adj. EPS: $0.74 vs $0.56 est. ARR: $1.52B (+3.3% YoY) Recurring revenue: $367M (+4.6% YoY) Adj. FCF: $151M (beat) 📈 Margins & mix improving Adj. gross margin: 62% ( YoY) Consulting swung to profit Recurring gross profit beat expectations 🔮 Guidance raised Q1 EPS: $0.75$0.79 (well above est.) FY EPS: $2.55$2.65 (above est.) 🧠 Takeaway Not a hyper-growth AI name but a cash-generating recurring-revenue machine. Hybrid + AI services are working and execution is beating Street expectations."
X Link 2026-02-10T21:40Z [----] followers, [--] engagements

"🚘 Ford Q4 [----] Earnings Mixed EV losses persist 🔴 Earnings Adj. EPS: $0.13 vs $0.18 est. (miss) Revenue: $45.9B vs $41.8B est. 🟢 📊 Segment snapshot Ford Blue (ICE): Revenue $26.2B (beat) EBIT $727M (miss vs est.) Ford Pro (commercial): Revenue $14.9B (in line) EBIT $1.23B (24% YoY) Model e (EV): Revenue $1.3B (beat) EBIT loss: $1.22B (slightly better than est.) 🔮 [----] outlook Adj. EBIT: $8B$10B (around est.) Ford Blue EBIT: $4B$4.5B Ford Pro EBIT: $6.5B$7.5B Model e EBIT loss: $4B$4.5B Adj. FCF: $5B$6B Capex: $9.5B$10.5B (above est.) 🧠 Bottom line Fords core businesses are still funding"
X Link 2026-02-10T21:43Z [----] followers, [--] engagements

"📦 $GXO Q4 Earnings solid beat steady outlook 🔹 Revenue: $3.5B vs $3.48B est. 🟢 🔹 EPS: $0.87 vs $0.83 est. 🟢 🔮 FY Guidance 🔹 EPS: $2.85$3.15 (Street $3.00) 🟡 🧠 Investor takeaway GXO delivered a clean quarter with modest beats on both revenue and earnings. Guidance brackets expectations reinforcing stable execution in contract logistics despite a mixed macro backdrop. https://twitter.com/i/web/status/2021340375911117221 https://twitter.com/i/web/status/2021340375911117221"
X Link 2026-02-10T21:47Z [----] followers, [--] engagements

"⚡ $AEIS Q4 & FY25 AI + Semis firing Q4 highlights 🔹 Revenue $489M (high end of guide) 🔹 GAAP EPS $1.31 Non-GAAP EPS $1.94 (both near top of range) 🔹 Operating cash flow $80M 🔹 Buybacks + dividends continued FY25 highlights 🔹 Revenue $1.80B (+21% YoY) 🔹 Data Center Computing rev +107% to a record (AI demand 👀) 🔹 Non-GAAP EPS $6.41 (+73% YoY) 🔹 Record operating cash flow $235M 🔹 Cash $791M vs debt $568M 🧠 Takeaway Advanced Energy is a direct AI & semiconductor cycle winner. Explosive data center growth expanding margins strong cash generation and balance sheet strength heading into"
X Link 2026-02-10T21:48Z [----] followers, [---] engagements

"🎰 $RRR Q4 & FY25 Earnings Quick Take The good ✅ FY25 revenue $2.01B (+3.7% YoY) ✅ Net income $355.7M (+22% YoY) ✅ Adj. EBITDA $848.6M (+6.6% YoY) 💰 $1.00 special dividend (Feb 27) 💵 $0.26 quarterly dividend (Mar 31) The concern ⚠ Debt heavy: $3.4B debt vs $142.5M cash ⚠ Leverage remains the key overhang despite solid earnings growth Bottom line: Strong profitability + shareholder returns but balance sheet risk keeps sentiment mixed. https://twitter.com/i/web/status/2021340942557643105 https://twitter.com/i/web/status/2021340942557643105"
X Link 2026-02-10T21:50Z [----] followers, [--] engagements

"🧬 $EXEL Q4 & FY25 Earnings Strong Execution Big [----] Catalysts The numbers Q4 revenue $599M FY25 $2.32B Q4 GAAP EPS $0.88 FY25 $2.78 Cabozantinib U.S. sales $2.12B in [----] FY25 non-GAAP EPS $3.08 Global cabo franchise $2.9B sales (incl. partners) Whats working ✅ Cabozantinib demand accelerating (RCC + neuroendocrine tumors) ✅ Margins expanding as R&D spend moderates ✅ Strong profitability + cash generation ✅ Royalty stream from Ipsen/Takeda adds leverage Pipeline = the real upside 🚀 Zanzalintinib NDA accepted by FDA (metastatic colorectal cancer) 📅 PDUFA date: Dec [--] [----] 📊 Multiple Phase"
X Link 2026-02-10T21:58Z [----] followers, [---] engagements

"🚀 $PEGA Q425: Quietly turning into a cash-flow machine ACV +17% YoY (Cloud ACV +33%) strong enterprise demand Revenue +17% FY25 recurring model doing the heavy lifting Operating cash flow +45% YoY Free cash flow +45% YoY Exceeded Rule of [--] again 💡 [----] outlook 15% ACV growth $595M operating cash flow $575M free cash flow +$1B buyback authorization (capital returns ramping) 🧠 Takeaway: Pega isnt chasing hype its compounding high-quality recurring revenue + AI-led enterprise transformation while throwing off serious cash. Under-the-radar execution story for long-term software investors."
X Link 2026-02-10T22:04Z [----] followers, [---] engagements

"🏥 $WELL Q425: Seniors housing boom keeps delivering Q4 normalized FFO $1.45 (+28% YoY) FY25 FFO $5.29 (+22.5% YoY) SSNOI +15% YoY Seniors Housing Operating +20% Net debt/EBITDA: 3.0x (very clean balance sheet) Liquidity $10.2B Dividend: $0.74/qtr 💼 Capital moves: $13.9B investments in Q4 $6.1B asset sales (portfolio rotation not distress) Seniors Housing Fund I closed with $2.5B equity 🧠 Takeaway: Welltower is riding powerful demographic + pricing tailwinds. Cash flows accelerating leverage low capital plentiful. This is REIT growth with balance-sheet discipline not your old-school yield"
X Link 2026-02-10T22:04Z [----] followers, [--] engagements

"⚛ $LEU Q425: mixed quarter heavy investment phase Revenue $146.2M (in-line) EPS $0.79 (miss vs $1.41 est.) 📉 FY26 guide Revenue $425M$475M (below Street) Capital deployment $350M$500M aggressive buildout 🏗 What matters Finalizing contracts tied to nuclear/industrial expansion 100+ hires in Oak Ridge TN 50+ hires in Piketon OH 🧠 Takeaway: Near-term earnings pressure but this is a capacity + infrastructure investment story. LEU is spending now to secure long-term positioning in nuclear fuel supply short-term pain long-cycle optionality. https://twitter.com/i/web/status/2021345040736440499"
X Link 2026-02-10T22:06Z [----] followers, [---] engagements

"🏢 $WPC Q4 & FY25 steady REIT execution 🔹 Q4 AFFO: $1.27 🔹 FY25 AFFO: $4.97 (+5.7% YoY) 🔹 Net income FY25: $466M 💰 Dividend Quarterly raised to $0.92 ($3.68 annualized +4.5% YoY) 📊 [----] highlights Record $2.1B investment volume $1.5B dispositions (mostly self-storage) Same-store rent growth +2.4% Liquidity $2.2B 🔮 [----] outlook AFFO $5.13$5.23 low-to-mid 4% growth ⚠ Watch-outs $6.4M rent loss from tenant credit events Revenue dip tied to asset sales/conversions 🧠 Takeaway: W. P. Carey continues to look like a reliable income compounder modest growth rising dividend disciplined capital"
X Link 2026-02-10T22:07Z [----] followers, [--] engagements

"🧠 $FRSH Freshworks Q4 & FY25 profitable growth but deceleration ahead Q4 results Revenue $222.7M (+14% YoY) Positive GAAP & non-GAAP operating income Non-GAAP operating margin 18.7% ( [---] bps YoY) FY25 highlights Revenue $838.8M (+16% YoY) Non-GAAP operating income $178M (21.2% margin) Free cash flow $223M (27% margin) Cash & investments $844M Product momentum EX business $500M ARR Freddy AI $25M ARR Enterprise Service Mgmt + Device42 $40M ARR each [----] outlook Revenue growth 13.5%14.5% (slower vs 2025) Non-GAAP EPS $0.55$0.57 ( from $0.66) 📌 Investor takeaway: Freshworks is executing well"
X Link 2026-02-10T22:11Z [----] followers, [---] engagements

"🫀 $EW Edwards Lifesciences Q4 & FY25 growth + catalysts lining up Q4 sales $1.57B (+13% YoY) TAVR $1.16B (+12%) TMTT $156M (+40%+) Adj. EPS $0.58 FY25 Sales +11.5% YoY Structural heart focus paying off [----] outlook (raised confidence) Sales growth 810% (cc) TMTT +3545% to $740$780M Adj. EPS $2.90$3.05 Why investors care Practice-changing EARLY TAVR trial Long-term durability data (PARTNER [--] & 2) First transcatheter mitral replacement approvals Potential CMS coverage expansion 📌 Bottom line: Edwards Lifesciences is executing cleanly with multiple clinical + regulatory catalysts. Structural"
X Link 2026-02-10T22:13Z [----] followers, [--] engagements

"🧵 American International Group (AIG) Q4 & FY2025 strong underwriting big capital returns Q4 [----] Adj. after-tax EPS $1.96 (+51% YoY) Underwriting income $670M (+48% YoY) Combined ratio 88.8% (very strong) Capital returned $809M (buybacks + dividends) FY [----] Adj. after-tax EPS $7.09 (+43% YoY) Underwriting income $2.3B (+22% YoY) Core operating ROE 11.1% (above target) Capital returned $6.8B (massive buybacks) Takeaway: AIGs turnaround is real disciplined underwriting + aggressive buybacks = ROE engine firing into [----]. 💪📈 https://twitter.com/i/web/status/2021347933086441579"
X Link 2026-02-10T22:17Z [----] followers, [--] engagements

"🧵 Evolution Petroleum (EPM) Q2 FY26 snapshot Adj. EBITDA $8.0M (+41% YoY) Net income $1.1M Production [----] BOEPD (+6% YoY) $0.12/share dividend declared 50th straight quarter 🏆 Added Haynesville-Bossier minerals (321 net royalty acres) with zero-cost drilling upside ⚖ Watch: low cash ($3.8M) vs borrowings ($54.5M) but steady cash flows + dividend streak keep income investors interested. https://twitter.com/i/web/status/2021348524772716616 https://twitter.com/i/web/status/2021348524772716616"
X Link 2026-02-10T22:20Z [----] followers, [--] engagements

"🧵 James Hardie Industries Q3 FY26 mixed macro margins improving 🏗 Topline Net sales $1.24B (+30% YoY) Organic growth modest (+1%) M&A doing the heavy lifting 📊 Margins & profits Operating income $176M (-15% YoY) Adj. EBITDA $330M (+26% YoY) [---] bps sequential margin expansion in Siding & Trim 👀 Price/mix + cost actions offset softer volumes 🪵 Segments Siding & Trim: sales +10% organic -2% Deck/Rail/Accessories: sales +2% sell-through mid-single digits 🔧 AZEK integration Cost synergies ahead of schedule FY26 synergy goal already exceeded $125M total synergy target remains on track"
X Link 2026-02-10T22:24Z [----] followers, [--] engagements

"🧵 O-I Glass FY25 & Q4 takeaways 📦 FY25 snapshot Net sales $6.4B Adj. EPS $1.60 (nearly 2x YoY) Free cash flow +$168M (vs -$128M LY) Segment op profit $846M (+13% YoY) 🏆 What worked Americas op profit +40% to $549M Fit To Win delivered $300M in 2025; $750M+ cumulative target reaffirmed [----] Investor Day targets reaffirmed ⚠ What didnt Europe op profit -17% (energy + demand pressure) Reported net loss persists $150M energy cost step-up expected in Europe for [----] 📈 [----] outlook Adj. EBITDA $1.25$1.30B Adj. EPS $1.65$1.90 FCF $200M Bottom line: Execution in the Americas + cost actions are"
X Link 2026-02-10T22:27Z [----] followers, [--] engagements

"🧵 $HOOD CEO take that matters Robinhood CEO Vlad Tenev just said: I think private markets could become even bigger than prediction markets. 🔍 Why this is important Private markets = pre-IPO stocks private equity venture access Trillions in assets historically gated to institutions Far bigger TAM than prediction markets long term 🚀 What this signals Robinhood wants to democratize private market access Natural extension after crypto options 24/7 trading Fits HOODs financial super-app strategy 🧠 Investor takeaway If retail access to private markets opens up at scale the upside for platforms"
X Link 2026-02-10T22:39Z [----] followers, [--] engagements

"🗓 Wednesday Earnings to Watch 🔧 Tech / Software $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco 🍔 Consumer & Staples $MCD McDonalds $KHC Kraft Heinz 🏥 Healthcare / Telecom $HUM Humana $TMUS T-Mobile 🔋 EV / Materials $QS QuantumScape $ALB Albemarle 📌 Theme: Mid-week focus on high-beta tech and defensive consumer staples a good read on risk appetite vs stability. https://twitter.com/i/web/status/2021357615729520661 https://twitter.com/i/web/status/2021357615729520661"
X Link 2026-02-10T22:56Z [----] followers, [---] engagements

"🎬 Deal update: ParamountSkydance vs. Warner Bros. Discovery Paramount / Skydance have sweetened their $30/share all-cash bid for Warner Bros. Discovery without raising the headline price. Whats new 👇 💰 Will cover Netflixs $2.8B termination fee 🏦 Backing WBD debt refinancing Added a $0.25/quarter ticking fee while the deal drags on 📌 Bottom line: Economics improve headline price unchanged. Pressure now on WBDs board is certainty + structure enough without a higher bid https://twitter.com/i/web/status/2021367029333159960 https://twitter.com/i/web/status/2021367029333159960"
X Link 2026-02-10T23:33Z [----] followers, [--] engagements

"🧾 Kraken leadership update ahead of IPO Crypto exchange Kraken announced that CFO Stephanie Lemmerman is exiting as the company gears up for a planned IPO. 🔁 Whats changing Robert Moore appointed Deputy CFO Firm has begun a search for a permanent CFO 📌 Investor read-through: CFO transitions this close to an IPO often raise eyebrows but naming an internal deputy helps maintain continuity. Expect focus on governance controls and audit readiness as Kraken moves toward public markets. https://twitter.com/i/web/status/2021367312872353940 https://twitter.com/i/web/status/2021367312872353940"
X Link 2026-02-10T23:34Z [----] followers, [--] engagements

"🚨 PayPal shake-up PayPals board has ousted CEO Alex Chriss after prolonged underperformance. 👔 Incoming CEO: Enrique Lores (current HP Inc. CEO) takes over March [--]. 🔧 Why it matters Pressure to modernize and refocus strategy Board reportedly open to asset sales including parts of the payment-processing business Signals urgency for a turnaround as competition intensifies 📉➡📈 Investor takeaway: Big governance move. Expect strategic reset portfolio review and potential M&A headlines next. https://twitter.com/i/web/status/2021367535367495808"
X Link 2026-02-10T23:35Z [----] followers, [--] engagements

"🚨 US Politics Developing Howard Lutnick admits he visited Jeffrey Epsteins private island in [----] calling it a brief family lunch. Lawmakers are questioning the account after documents show continued contact through [----]. The White House is defending Lutnick. 👀 Why it matters: Heightened scrutiny potential hearings and renewed focus on officials past ties as political pressure builds. https://twitter.com/i/web/status/2021368100482842752 https://twitter.com/i/web/status/2021368100482842752"
X Link 2026-02-10T23:38Z [----] followers, [--] engagements

"OpenAI Samsung and SK to start constructing data center in South Korea in March announces Science Minister"
X Link 2026-02-11T01:55Z [----] followers, [--] engagements

"🟡 Metals Check (Feb 11) 🥇 Gold $5054 0.6% 🥈 Silver $83.79 3.7% 🪙 Platinum $2153 2.5% 🔶 Copper $5.95 0.6% 🏗 Steel [----] 0.1% 🔋 Lithium 138k 1.5% ⛓ Iron Ore [---] 0.3%"
X Link 2026-02-11T08:16Z [----] followers, [--] engagements

"🛢 TotalEnergies Q4 [----] 🔹 Adj Net Income: $3.84B (beat) 🔹 DACE: $7.59B (beat) 🔹 Adj EPS: $1.73 (slight miss) 📊 Outlook [----] Cash flow expected $26B Net investments $15B Oil & gas production +3% YoY Q1 production seen 2.6M boe/d 💰 Capital Returns Q1 buyback $750M ( from $1.5B prior pace) Takeaway: Operationally solid with strong cash generation and production growth but buybacks scaled back signaling more disciplined capital allocation amid energy price volatility. Energy majors staying cash-flow machines. https://twitter.com/i/web/status/2021499633810190820"
X Link 2026-02-11T08:20Z [----] followers, [--] engagements

"🛒 Ahold Delhaize ($AD) Earnings 🔹 FY25 Net Income: 2.26B (vs 1.76B YoY) 🔹 EPS: [----] (vs [----] YoY) 🔹 Sales: 92.35B (in line with est. 92.31B) ⚠ Net income & EPS slightly below expectations. 💰 Dividend raised: Final dividend [----] (vs [----] prior) FY dividend [----] (vs [----] prior) 📈 [----] outlook: Mid- to high-single-digit underlying EPS growth (constant FX). Takeaway: European financials returning capital. Consumer staples steady but not spectacular. Balance sheets are doing the heavy lifting. https://twitter.com/i/web/status/2021501182523449531"
X Link 2026-02-11T08:26Z [----] followers, [--] engagements

"🍺 Heineken to Cut Up to [----] Jobs 🔻 Beer demand slowing 🔻 Cost pressures lingering 🔻 Major restructuring underway Heineken plans to cut up to [----] roles as global beer consumption softens and margins come under pressure. 📉 Demand weakness + higher input costs = cost discipline phase. Big picture: Consumer staples arent immune. Even premium beer is feeling volume pressure as consumers trade down or pull back. Defensive stocks are defending margins first. https://twitter.com/i/web/status/2021501637957722483 https://twitter.com/i/web/status/2021501637957722483"
X Link 2026-02-11T08:28Z [----] followers, [--] engagements

"🔧 Renishaw ($RSW) H1 FY26 Update 🔹 Revenue: 365.6M (+7% YoY) 🔹 Attributable Profit: 36.3M ( from 45.9M) 🔹 EPS: [-----] (vs [-----] prior) 🔹 Interim Dividend: [-----] (unchanged) 📈 Sales growth held up 📉 Profit compressed margin pressure showing 🎯 FY26 Outlook: Revenue: 740M780M Adj. PBT: 132M157M Takeaway: Top-line resilience but profitability under strain. Market focus likely on margin recovery trajectory into H2 and whether guidance implies stabilization. Engineering demand steady margins are the battleground. https://twitter.com/i/web/status/2021501828853014964"
X Link 2026-02-11T08:29Z [----] followers, [--] engagements

"🟦 PZ Cussons reports strong broad-based growth Highlights Solid revenue growth across multiple regions Strength in core personal care and hygiene brands Improved mix and pricing supporting margins What it means Growth not concentrated in one geography or product line Demonstrates pricing power and brand resilience in a competitive consumer environment Bottom line PZ Cussons delivered a balanced performance with diversified growth reinforcing stability and operational momentum heading into the new fiscal period. https://twitter.com/i/web/status/2021502741126815848"
X Link 2026-02-11T08:33Z [----] followers, [--] engagements

"⚡ Siemens Energy ($ENR) Q1 FY26 Update 🔹 Net Income: 677M (vs 198M YoY) 🔹 EPS: [----] (vs 0.23) 🔹 Revenue: 9.68B (+8% YoY) 📈 Strong earnings rebound 📊 Revenue momentum continues 🎯 FY26 Outlook: Revenue growth: +11% to +13% Net income: 3B4B Takeaway: Execution improving and demand backdrop remains solid. Guidance implies continued recovery and operating leverage into FY26. Energy transition + grid investment = structural tailwind. https://twitter.com/i/web/status/2021504000999166183 https://twitter.com/i/web/status/2021504000999166183"
X Link 2026-02-11T08:38Z [----] followers, [--] engagements

"📅 Wednesday Earnings Watchlist 🟦 Shopify ($SHOP) 🟪 AppLovin ($APP) 🟦 Unity Software ($U) 🟧 HubSpot ($HUBS) 🟦 Cisco Systems ($CSCO) 🟩 QuantumScape ($QS) 🍔 McDonald's ($MCD) 🥫 Kraft Heinz ($KHC) 🏥 Humana ($HUM) 📡 T-Mobile US ($TMUS) 🔋 Albemarle ($ALB) 🔥 Theme: Mid-week lineup spans high-beta tech (AI software gaming) and defensive consumer staples + healthcare offering a broad read on growth appetite and consumer resilience. https://twitter.com/i/web/status/2021504468819361834 https://twitter.com/i/web/status/2021504468819361834"
X Link 2026-02-11T08:39Z [----] followers, [---] engagements

"🧵 $HOOD: Big vision. Big volatility. Vlad Tenev: "Private markets could become even bigger than prediction markets." 🔍 Why it matters Private markets = pre-IPO PE venture Trillions in assets Historically restricted to institutions 🚀 Strategic signal Democratizing private access Expands TAM beyond public equities Fits the Financial SuperApp roadmap 📉 But today $HOOD down 8% to $78.44 Sharp intraday drop despite strong Q4 results. 🧠 Investor takeaway Short-term volatility. Long-term structural ambition. If retail private-market access scales this could be transformational. If not"
X Link 2026-02-11T08:51Z [----] followers, [---] engagements

"🚨 Developing: Kidnapping Case Suspects reportedly demanding $6M in Bitcoin Threatening messages sent to media with deadlines Authorities (FBI & SWAT) responding near the residence ⚠ Situation is active. Avoid sharing unverified details or operational information that could interfere with law enforcement. More updates as confirmed. https://twitter.com/i/web/status/2021508641505853795 https://twitter.com/i/web/status/2021508641505853795"
X Link 2026-02-11T08:56Z [----] followers, [--] engagements

"🖥 Dassault Systmes ($DSY) FY25 Results 🔹 Revenue: 6.24B (vs 6.21B YoY) 🔹 Net Income: 1.2B (flat YoY) 🔹 EPS: [----] (unchanged) 📉 Missed expectations: Sales est. 6.3B Net income est. 1.76B EPS est. [----] 🎯 FY26 Outlook (non-IFRS): Revenue growth: +3% to +5% EPS: 1.301.34 Takeaway: Top line inching forward but profitability below estimates. Guidance implies modest growth steady not explosive. Enterprise software resilience but no acceleration yet. https://twitter.com/i/web/status/2021509205178425421 https://twitter.com/i/web/status/2021509205178425421"
X Link 2026-02-11T08:58Z [----] followers, [--] engagements

"📊 Q4 [----] Earnings Recap Winners & Misses 🚀 Big Beats (Top Momentum) 🟩 Datadog ($DDOG) Rev: $953M vs $917M est (+4%) Adj EPS: $0.59 vs $0.39 est (+51%) 👉 Strong AI/cloud demand narrative intact. 🟩 Cloudflare ($NET) Rev: $615M vs $591M est (+4%) Adj EPS: $0.28 vs $0.17 est (+65%) 👉 Operating leverage improving. 🟩 Upstart ($UPST) Rev beat (+2.6%) Adj EPS beat +35% 👉 Credit cycle stabilizing theme. 🟩 Zillow ($Z) Rev beat (+0.6%) Adj EPS beat +62% 👉 Margin execution top-line growth. 🟦 Solid Execution 🟦 Gilead Sciences ($GILD) Rev +3.8% beat EPS slight beat 🟦 Ferrari ($RACE) Rev +3.9%"
X Link 2026-02-11T09:18Z [----] followers, [--] engagements

"🐳 Bitcoin whales just bought the dip hard. [-----] BTC scooped up last week Worth $3.65B Biggest whale buy since November Wallets holding 1000+ BTC added $4B as the crash intensified While retail pulled back big players stepped in. Strong hands accumulating. Weak hands capitulating. Reversal loading or just early positioning 👀 https://twitter.com/i/web/status/2021514801944387618 https://twitter.com/i/web/status/2021514801944387618"
X Link 2026-02-11T09:21Z [----] followers, [--] engagements

"📅 Wednesday Earnings Lineup (Feb 11) Big-cap heavy day across tech telecom energy and consumer. 🌅 Before Open $SHOP $VRT $TMUS $U $KHC $HUM $SN $HLT $TTE 🌙 After Close $APP $MCD $CSCO $GRAB $QS $VKTX $HUBS $CFLT $ALB $EQIX $PAYC 🔥 What matters most Cloud/Infra: $CSCO $CFLT $EQIX Ad/AI monetization: $APP E-commerce software: $SHOP Telecom strength check: $TMUS Consumer demand read: $MCD $KHC EV/Lithium exposure: $ALB $QS Biotech volatility: $VKTX This is one of those broad participation days where guidance will likely move sectors not just individual names."
X Link 2026-02-11T09:26Z [----] followers, [---] engagements

"Todays Key Events 11.2.2026 07:00: US MBA Mortgage Applications 08:30: US Unemployment Rate 08:30: US Nonfarm Payrolls 10:00: Feds Schmid 10:15: Feds Bowman 13:00: US 10-Year Note Auction 14:00: US Federal Budget Balance 16:00: Feds Hammack Companies Reporting Before Open 11.2.2026 03:30: NetEase $NTES 05:55: Vertiv $VRT 06:00: Hilton $HLT 06:00: Generac $GNRC 06:30: BorgWarner $BWA 06:30: Wabtec $WAB 06:45: Tenet Healthcare $THC 07:00: McDonalds $MCD 07:00: Shopify $SHOP 07:00: Unity $U 07:00: Kraft Heinz $KHC 07:00: GlobalFoundries $GFS 07:00: Tower Semiconductor $TSEM 07:00: Oatly $OTLY"
X Link 2026-02-11T10:23Z [----] followers, [--] engagements

"Companies Reporting Before Open 11.2.2026 03:30: NetEase $NTES 05:55: Vertiv $VRT 06:00: Hilton $HLT 06:00: Generac $GNRC 06:30: BorgWarner $BWA 06:30: Wabtec $WAB 06:45: Tenet Healthcare $THC 07:00: McDonalds $MCD 07:00: Shopify $SHOP 07:00: Unity $U 07:00: Kraft Heinz $KHC 07:00: GlobalFoundries $GFS 07:00: Tower Semiconductor $TSEM 07:00: Oatly $OTLY 07:05: Vertex $VERX 07:30: Fannie Mae $FNMA 07:35: T-Mobile $TMUS https://twitter.com/i/web/status/2021530722771583192 https://twitter.com/i/web/status/2021530722771583192"
X Link 2026-02-11T10:24Z [----] followers, [---] engagements

"Companies Reporting After Hours 11.2.2026 16:05: Cisco Systems $CSCO 16:05: AppLovin $APP 16:05: HubSpot $HUBS 16:05: Equinix $EQIX 16:10: Motorola Solutions $MSI 16:15: Albemarle $ALB 16:15: Quantumscape $QS 16:15: Aurora Innovation $AUR 16:15: Tyler Technologies $TYL 16:30: Cognex $CGNX 16:30: Copa Holdings $CPA 17:00: Manulife Financial $MFC 17:00: Sun Life Financial $SLF 18:30: Precision Drilling $PDS https://twitter.com/i/web/status/2021530750848233753 https://twitter.com/i/web/status/2021530750848233753"
X Link 2026-02-11T10:24Z [----] followers, [---] engagements

"🎮 NetEase Q4 & FY25 Earnings Recap 📊 FY25 Highlights Revenue: RMB 112.6B ($16.1B) Games Revenue: RMB 92.1B (+10.2% YoY) Non-GAAP Net Income: RMB 37.3B (+11.4% YoY) Net Cash: RMB 163.5B ($23.4B) +24.3% YoY 💰 Capital return: Quarterly dividend: $0.232 per share Buyback extended to [----] $2.0B repurchased to date (22.1M ADSs) AI integration across development + strong global franchise engagement highlighted as strategic drivers. ⚠ Q4 Pressure Points GAAP Net Income: RMB 6.2B ( 28% QoQ) Non-GAAP Net Income: RMB 7.1B ( 25% QoQ) Innovative Businesses Revenue: 10.4% YoY Operating Expenses: +10.9%"
X Link 2026-02-11T10:29Z [----] followers, [--] engagements

"🟢 Vertiv $VRT posts monster Q4 AI demand surging Q4 [----] Highlights Net sales: $2.88B (+23% YoY) Organic orders: +252% YoY 🚀 Adjusted operating margin: 23.2% (+170 bps) Adjusted FCF: $910M Full Year [----] Diluted EPS: +166% Adjusted diluted EPS: +47% Adjusted FCF: $1.89B Backlog: $15.0B (+109% YoY) Net leverage: 0.5x (strong balance sheet) Watchouts Tariffs partially pressured margins Capex rising to support growth 🔥 Big Picture Vertiv is clearly riding the AI/data center infrastructure wave. Explosive order growth and a doubling backlog suggest demand isnt cooling its accelerating. This"
X Link 2026-02-11T11:06Z [----] followers, [--] engagements

"🏨 Hilton $HLT Q4 & FY25 Earnings Recap 📊 Q4 Highlights EPS: $1.27 Adj. EPS: $2.08 Net Income: $298M Adj. EBITDA: $946M RevPAR: +0.5% (currency neutral) Management & franchise fees: +7.4% YoY Capital return: $792M (incl. buybacks & dividends) 📈 FY25 Highlights EPS: $6.12 Adj. EPS: $8.11 Net Income: $1.46B Adj. EBITDA: $3.73B RevPAR: +0.4% Net unit growth: +6.7% Rooms added: [-----] Development pipeline: Record [------] rooms Capital returned: $3.3B 🔮 [----] Outlook RevPAR growth: +1% to +2% Net income: $1.98B$2.01B Adj. EBITDA: $4.0B$4.04B Net unit growth: 6%7% Capital return: $3.5B 🧠 Investor"
X Link 2026-02-11T11:10Z [----] followers, [--] engagements

"🟡 Generac $GNRC Q4 residential weak [----] reset story Q4 [----] Net sales: $1.09B (-12% YoY) Residential sales: -23% (major drag) C&I sales: +10% to $400M Net loss: $24M (includes $104.5M legal provision) Gross margin: 36.3% (down from 40.6%) Full Year [----] Net sales: $4.21B (-2%) Adjusted EBITDA: $716M (17% margin) Free cash flow: $268M (down from $605M in 2024) Capital Allocation Closed Allmand acquisition (Jan [--] 2026) Repurchased $148M in [----] Approved new $500M buyback program [----] Guidance Mid-teens revenue growth 1819% adjusted EBITDA margin 🔥 Big Picture [----] was a digestion year with"
X Link 2026-02-11T11:11Z [----] followers, [--] engagements

"🟦 Humana $HUM Q425 revenue solid guide disappoints Q4 [----] Revenue: $32.52B vs $32.04B est 🟢 Adj. EPS: ($3.96) vs ($4.00) est 🟡 Insurance GAAP Benefit Ratio: 93.1% (elevated) FY25 Snapshot Insurance GAAP Benefit Ratio: 90.4% FY26 Guidance Adj. EPS: $9.00 vs $12.00 est 🔴 Individual MA membership growth: 25% YoY Management cited a Star Ratings headwind for Bonus Year [----] as a key drag on earnings. Growth Drivers CenterWell Senior Primary Care: +100600 patients in [----] [-----] from The Villages Health acquisition Medicaid expansion: 13-state footprint Georgia & Texas targeted for [----] launch"
X Link 2026-02-11T11:13Z [----] followers, [---] engagements

"🟢 Goldman Sachs initiates $UUUU with Buy PT $30 Energy Fuels $UUUU was initiated at Buy by Goldman Sachs with a $30 price target (Analyst: Brian Lee). 🔎 Investment Thesis 🟡 Owns the highest-grade uranium deposit in the U.S. 🏭 Operates White Mesa Mill the only U.S. facility capable of processing both: Uranium Rare earth elements (REEs) 🏝 Controls [--] heavy mineral sands assets expected online over the next [--] years Will supply monazite feedstock Enables expansion into NdPr Dy Tb production (critical light & heavy REEs) 🔥 Why Goldman Likes It Strong pricing & demand trends in heavy rare"
X Link 2026-02-11T11:15Z [----] followers, [--] engagements

"🟠 $SOLS Q4 EPS miss cautious FY guide Q4 [----] Revenue: $987M EPS: $0.26 vs $0.40 est 🔴 (meaningful miss) FY Guidance Revenue: $3.9B$4.1B vs $3.964B est 🟡 (roughly inline) EPS: $2.45$2.75 vs $2.88 est 🔴 (light) 🧠 Takeaway Top-line outlook looks stable but earnings guidance below consensus is the headline risk. Margin pressure or cost dynamics likely weighing on forward profitability this shifts the narrative from growth to execution. https://twitter.com/i/web/status/2021543701630136606 https://twitter.com/i/web/status/2021543701630136606"
X Link 2026-02-11T11:15Z [----] followers, [---] engagements

"🔴 Ford Motor ($F) books $13.8B in Q4 charges Ford disclosed that in Q4 it recorded $13.8B of charges tied to: 🔋 Updated EV strategy 📉 Expected disposition of its BOSK investment What it means Major reset around EV capital allocation and long-term positioning Likely reflects asset impairments restructuring and investment write-downs Signals a more disciplined / revised approach to EV rollout Big Picture This is a strategic reset moment not just an earnings adjustment. Ford appears to be recalibrating its EV ambitions to align with demand profitability and capital efficiency. The key"
X Link 2026-02-11T11:18Z [----] followers, [--] engagements

"🟦 Amazon $AMZN expanding same-day pharmacy delivery Amazon announced that Amazon Pharmacy will expand same-day delivery to nearly [----] cities in [----]. 🚚 What This Means Major scale-up of healthcare logistics footprint Pushes Amazon deeper into retail pharmacy + last-mile healthcare Increases competitive pressure on traditional pharmacy chains 📈 Strategic Angle Leverages Prime ecosystem + fulfillment network Builds recurring healthcare relationships Strengthens Amazons broader consumer moat 🧠 Big Picture This isnt just about prescriptions its about embedding Amazon deeper into everyday"
X Link 2026-02-11T11:19Z [----] followers, [--] engagements

"🟢 Wabtec ($WAB) posts strong Q4; raises [----] outlook 📊 Q4 [----] Sales: $2.97B GAAP EPS: $1.18 (-4% YoY) Adjusted EPS: $2.10 (+25% YoY) Cash from operations: $992M 📈 Full Year [----] Sales: $11.17B GAAP EPS: $6.83 (+13%) Adjusted EPS: $8.97 (+18.7%) Cash from operations: $1.76B (104% cash conversion) Backlog: $27B (+23% YoY record) 🔮 [----] Guidance Adjusted EPS: $10.05$10.45 +14% growth at midpoint 💰 Capital Return Dividend raised 24% Buyback authorization increased to $1.2B 🧠 Big Picture Wabtec continues to deliver consistent high-teens adjusted EPS growth strong cash generation and a"
X Link 2026-02-11T11:40Z [----] followers, [--] engagements

"🟢 SharkNinja ($SN) Q425 breakout quarter strong FY outlook 📊 Q4 [----] Highlights Revenue: $2.1B vs $1.5B est 🟢 (+17.6% YoY) Adj. EPS: $1.93 vs $1.09 est 🟢 Adj. EBITDA: $395.3M (+36% YoY) 💰 $750M inaugural share repurchase program (no expiration) 🔮 FY Guidance Net sales growth: +10% to +11% Adj. EPS: $5.90$6.00 Adj. EBITDA: $1.27B$1.28B Capex: $190M$210M 💵 Balance Sheet Cash & equivalents: $777.3M 🧠 Big Picture SharkNinja delivered a major top- and bottom-line beat with accelerating EBITDA growth and a sizable buyback authorization signaling confidence. This is a consumer discretionary"
X Link 2026-02-11T12:05Z [----] followers, [--] engagements

"🟢 Tower Semiconductor ($TSEM) posts record Q4 ramps SiPho investment 📊 Q4 [----] Revenue: $440M (record) +14% YoY +11% Q/Q Net profit: $80M $0.71 basic EPS 📅 Full-Year [----] Revenue: $1.57B (+9% YoY) 🚀 Strategic Investment Additional $270M CapEx for silicon photonics (SiPho) Total planned SiPho/SiGe CapEx: $920M through [----] Targeting 5x Dec [----] SiPho wafer starts vs Q4-2025 run-rate 👉 Clear push into optical interconnect / AI data center demand ⚠ Watch Items Q4 operating cash flow impacted (down to $40M) due to $105M lease prepayment Ongoing capacity agreement dispute with Intel (in"
X Link 2026-02-11T12:07Z [----] followers, [--] engagements

"🟦 GlobalFoundries $GFS Q425 margin expansion AI push + buyback 📊 Q4 [----] Revenue: $1.83B (+8% Q/Q) Gross margin: 27.8% Operating margin: 13.9% Net income: $200M Adj. EBITDA: $641M 📅 Full Year [----] Revenue: $6.79B Net income: $888M Adj. EBITDA: $2.36B (down 5% YoY) 🚀 Strategic Moves $500M share repurchase authorization Acquisitions to expand: AI capabilities Silicon photonics GaN power tech Ended year with $4.0B cash & marketable securities ⚠ Watch Items Cash & equivalents declined YoY Adj. EBITDA slightly lower vs [----] PP&E decreased reflecting depreciation & capex intensity 🧠 Big"
X Link 2026-02-11T12:10Z [----] followers, [--] engagements

"🟢 Shopify $SHOP [----] breakout year [----] investment phase 📊 Full-Year [----] Revenue: $11.6B (+30% YoY) GMV: $378.4B (+29%) Free cash flow: $2.0B 17% annual FCF margin Operating income: $1.47B MRR: $205M 🚀 Q4 [----] Revenue: $3.67B (+31% YoY) FCF margin: 19% 💰 Capital Allocation $2B share repurchase authorization 🔮 [----] Outlook Q1 revenue growth: Low-30% range Q1 FCF margin: Low-to-mid teens OpEx: 3738% of revenue (Q1) Stock-based comp: $140M in Q1 🧠 Big Picture [----] was a scale + profitability inflection year for Shopify strong revenue growth and strong cash generation. [----] looks like a"
X Link 2026-02-11T12:11Z [----] followers, [---] engagements

"🟦 Unity $U Q425 growth stabilizing margins improving 📊 Q4 [----] Revenue: $503M (+10% YoY) Create Solutions: $165M (+8%) Grow Solutions: $338M (+11%) Vector = 56% of Grow revenue mid-teen sequential growth GAAP net loss: ($89M) vs ($123M) YoY improvement Adj. EBITDA: $125M (25% margin) Adj. EPS: $0.24 vs $0.20 YoY Free cash flow: $119M 💰 Balance Sheet Cash & equivalents: $2.06B (up from $1.53B YoY) 🔎 Whats Working Strong Vector ad platform momentum Best Create growth in over [--] years Expanding EBITDA margins https://twitter.com/i/web/status/2021558669125484592"
X Link 2026-02-11T12:15Z [----] followers, [---] engagements

"🟥 Kraft Heinz $KHC Q4 & FY25 impairments weigh $600M growth reset 📊 Full Year [----] Net sales: -3.5% (Organic -3.4%) Gross margin: 33.3% (-140 bps) Operating loss: ($4.7B) Driven by $9.3B non-cash impairment charges Adjusted Operating Income: $4.7B (-11.5%) Free Cash Flow: $3.7B (+15.9%) Capital returned: $2.3B 📉 Q4 [----] Net sales: -3.4% (Organic -4.2%) Adjusted Operating Income: $1.2B (-15.9%) Adjusted EPS: $0.67 (-20%) Diluted EPS: $0.55 (-68.8%) 🔄 Strategic Shift $600M investment in: Marketing Sales R&D Product superiority & selective pricing Pausing separation plans to avoid"
X Link 2026-02-11T12:16Z [----] followers, [---] engagements

"🟦 Vertex Inc. $VERX Q425 steady growth cloud momentum strong 📊 Q4 [----] Revenue: $194.7M Non-GAAP operating income: $36.1M Net loss: ($7.0M) / ($0.04 per share) 📅 Full-Year [----] Revenue: $748.4M (+12.2% YoY) ARR: $671.0M (+11.3% YoY) Cloud revenue: $352.9M (+27.9% YoY) Non-GAAP operating income: $136.7M Free cash flow: $47.6M ( 39% YoY) 💰 Capital Allocation Repurchased $10M of shares $150M buyback authorization in place 🔮 [----] Guidance Revenue: $823.5M$831.5M Adjusted EBITDA: $188M$192M 🧠 Big Picture Vertex continues to execute on its cloud transition with nearly 28% cloud growth driving"
X Link 2026-02-11T12:21Z [----] followers, [--] engagements

"🟦 GlobalFoundries $GFS Q425 steady execution AI capacity build 📊 Q4 [----] Revenue: $1.83B (+8% Q/Q) Gross margin: 27.8% Operating margin: 13.9% Net income: $200M Adj. EBITDA: $641M 📅 Full-Year [----] Revenue: $6.79B Net income: $888M Adj. EBITDA: $2.36B (5% YoY) 🚀 Strategic Moves $500M share repurchase authorization Acquisitions to expand: AI capabilities Silicon photonics GaN power technologies Ended year with $4.0B in cash & marketable securities ⚠ Watch Points Cash & equivalents declined YoY EBITDA slightly down vs [----] PP&E decreased reflecting depreciation and capital intensity 🧠 Big"
X Link 2026-02-11T12:21Z [----] followers, [--] engagements

"🟢 Oatly $OTLY Q425 margins improving NA still weak 📊 Q4 [----] Revenue: $233.8M +9.1% reported +4.3% constant currency Gross margin: 34.5% (+579 bps YoY) Adjusted EBITDA: $11.0M (vs. -$6.1M YoY) Net loss (attributable): ($19.1M) 📅 Full-Year Notes Loss before tax: $144.9M Finance expense: $77.2M North America revenue: -8.8% Q4 -9.1% FY Volume +2.9% but production outpaced sales (inventory build) 🔮 [----] Guidance Constant-currency revenue growth: +3% to +5% Adjusted EBITDA: $25M$35M CapEx: $20M$30M 🧠 Big Picture Oatly is clearly in margin repair mode with gross margin expanding sharply and"
X Link 2026-02-11T12:24Z [----] followers, [---] engagements

"$WBD - WARNER BROS DISCOVERY SHARES GAIN AS MUCH AS 0.8%"
X Link 2026-02-11T12:26Z [----] followers, [--] engagements

"🚨 JPMorgan Downgrades $MAT to Underweight PT cut to $14 from $23 🧸 The Core Problem: Barbie Barbie -11% in [----] After -12% in [----] Company expects: Smaller decline in [----] Return to growth in [----] JPM: Hard to win broadly if your flagship brand keeps shrinking. 💰 Investment Year = Margin Pressure Mattel plans: $110M into digital games $40M into performance marketing Additional spending to restart innovation Goal: Drive high-margin digital growth in [----] leveraging: Content library Full ownership of Mattel163 But near-term 👉 Higher costs 👉 Lower visibility 👉 Profit pressure 🎬 Content"
X Link 2026-02-11T12:33Z [----] followers, [--] engagements

"🔻 Crypto Market Update Bitcoin $66805 🔽 -2.86% Ether $1943 🔽 -3.70% BNB $590 🔽 -4.82% Solana $80.93 🔽 -2.37% XRP $1.36 🔽 -2.54% Cardano $0.253 🔽 -3.06% Polkadot 🔽 -3.88% Avalanche 🔽 -2.06% Polygon 🔽 -2.09% 📉 Whats Happening Broad-based selloff across majors Alts underperforming BTC again Weekly & monthly trends still deeply negative Market caps compressing across the board Bitcoin holding $66K is key. Lose that volatility likely accelerates. 🧠 Market Read Risk appetite weak No strong dip-buying yet Rotation into safety assets (gold up today) Crypto still in corrective phase. Watch"
X Link 2026-02-11T13:20Z [----] followers, [--] engagements

"US credit card debt hits $1.28 trillion - highest level ever"
X Link 2026-02-11T13:27Z [----] followers, [--] engagements

"US Unemployment Rate Actual 4.3% (Forecast 4.4% Previous 4.4%)"
X Link 2026-02-11T13:31Z [----] followers, [--] engagements

"🟣 $TMUS Q4 [----] Earnings Breakdown Mixed quarter: subscriber strength slight financial miss ❌ Misses EPS: $1.88 vs $2.04 est Revenue: $23.33B vs $24.2B est Postpaid phone ARPU: $50.71 vs $50.77 est Prepaid ARPU: $33.33 vs $33.77 est Postpaid phone net adds: +962K vs +992K est ✅ Beats Total customers: 142.39M vs 141.67M est Postpaid net adds: +2.38M vs +1.92M est 🔥 Total net adds: +2.44M vs +1.99M est Adj. EBITDA: $8.45B vs $8.42B est Capex: $2.47B vs $2.52B est 📊 [----] Guidance Core Adj. EBITDA: $37B$37.5B (inline) Adj. FCF: $18B$18.7B (slightly light vs $18.9B est) Capex: $10B (slightly"
X Link 2026-02-11T13:42Z [----] followers, [--] engagements

"Nike $NKE Turnaround Update 👟 CEO Elliott Hill told Bloomberg the turnaround is starting to show up especially in wholesale. 🔹 Momentum building in North America 🔹 Rebuilding relationships with key retail partners globally 🔹 New footwear & apparel launches ramping up 📈 Translation for investors: Nike is shifting back to its core strength product innovation + strong distribution partnerships. After years of DTC-heavy strategy wholesale recovery could be a meaningful earnings lever. Still early but the direction is improving. $NKE https://twitter.com/i/web/status/2021581403083661433"
X Link 2026-02-11T13:45Z [----] followers, [--] engagements

"🚀 Robinhood $HOOD Growth Is Explosive Robinhood now holds $324 BILLION in Assets Under Custody (AUC) Up from just $63B in [----] Thats more than 5x growth in [--] years. 📈 What This Really Means $63B $324B = +$261B added = 414% total growth = 39% CAGR (roughly) This isnt just meme-stock momentum anymore this is structural scale. 🔎 Why It Matters 💰 More assets = more monetization Net interest revenue Options activity Gold subscriptions Crypto trading Advisory & future private markets 🏦 Operating leverage kicks in Custody businesses scale efficiently. Higher AUC = revenue growth without"
X Link 2026-02-11T13:55Z [----] followers, [--] engagements

"$LITE - Lumentum 🟦 MSCI USA Index Rebalance Update (Americas) MSCI additions often trigger passive inflows Rebalance-driven volatility likely around implementation date"
X Link 2026-02-11T14:34Z [----] followers, [--] engagements

"📈 U.S. Markets Open Higher 🟦 Dow Jones: [--------] [------] (+0.41%) 🟩 S&P 500: [-------] [-----] (+0.67%) 🟪 Nasdaq: [--------] [------] (+0.84%) 🔥 Early Read Tech leading the move (Nasdaq outperforming) Broad-based strength across major indices Momentum leaning risk-on at the open 🧠 Tone: Buyers stepping in early watch whether gains hold into mid-session volume. https://twitter.com/i/web/status/2021594271271301465 https://twitter.com/i/web/status/2021594271271301465"
X Link 2026-02-11T14:36Z [----] followers, [--] engagements

"🚨 BMW confirms global recall over starter motor defect BMW confirmed a global recall after inspections and customer complaints revealed a potential defect in the starter motor of certain vehicles. ⚠ Risk In worst-case scenarios the defect could cause a vehicle fire while the car is running. What This Means Safety-related recall with potential reputational impact Possible near-term cost from inspections repairs and logistics Regulatory scrutiny likely in affected markets Big Picture While recalls are not uncommon in the auto industry fire-related risks elevate sensitivity. Investors will"
X Link 2026-02-11T14:38Z [----] followers, [--] engagements

"🟢 T-Mobile US $TMUS raises [----] EBITDA outlook T-Mobile lifted its [----] adjusted EBITDA guidance to $40B$41B. 📈 Why It Matters Signals confidence in long-term cash flow expansion Reinforces synergy capture and operating leverage from scale Supports ongoing capital returns + network investment 🧠 Big Picture Raising multi-year EBITDA targets suggests durable subscriber momentum and margin expansion. This strengthens the narrative that T-Mobile remains the growth leader in U.S. wireless not just a market share taker. https://twitter.com/i/web/status/2021594986215506006"
X Link 2026-02-11T14:39Z [----] followers, [--] engagements

"$CRWV - COREWEAVE TICKING UP NICELY"
X Link 2026-02-11T14:52Z [----] followers, [--] engagements

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