@MartyChargin Marty CharginMarty Chargin posts on X about beats by, rose, stocks, dec the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 63.14% finance 21.38% cryptocurrencies 10.18% technology brands 5.91% countries 2.24% exchanges #767 social networks 0.81% travel destinations 0.81% automotive brands 0.61% currencies 0.61%
Social topic influence beats by #71, rose 12.02%, stocks #3271, dec #222, share 5.91%, $mu #51, company 3.87%, q4 #232, $sndk #27, in the 3.05%
Top accounts mentioned or mentioned by @malibuinvest @gmorton512 @andyfanter @venkatp1359 @ballerdk22 @sergiustrading @dullesparis @crismo999 @chung55 @pat1hash8368 @floridatrader2 @pisani777 @sp3cul8r @epictrades1 @baconbuttyman @smartertrader @newsfromwsb @runkmcc @vwap88 @dragon0730wood
Top assets mentioned Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Dutch Bros, Inc. (BROS) Vertiv Holdings Co (VRT) Immunome, Inc. (IMNM) TTM Technologies Inc (TTMI) Bloom Energy Corporation (BE) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Medline Inc. (MDLN) Fastly, Inc. (FSLY) Brinker International, Inc. (EAT) Ciena Corporation (CIEN) Karman Holdings Inc (KRMN) Viavi Solutions Inc. Common Stock (VIAV) Sterling Infrastructure, Inc. Common Stock (STRL) Crocs, Inc. (CROX) AppLovin Corporation (APP) aelf (ELF) Amphenol Corporation (APH) PancakeSwap (CAKE) GE Vernova Inc. (GEV) Tidewater, Inc. (TDW) Exxon Mobil (XOM) Bristol-Myers Squibb Co (BMY) American Eagle Outfitters (AEO) Allegro Microsystems Inc (ALGM) Validity (VAL) Howmet Aerospace Inc (HWM) AngloGold Ashanti Limited (AU) CatCoin (CAT) Astera Labs, Inc. (ALAB) Stacks (STX) General Electric Company (GE) Coldstack (CLS) Sanmina Corp (SANM) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Nextracker Inc. (NXT) Weatherford International plc Ordinary Shares (WFRD)
Top posts by engagements in the last [--] hours
"$GFS . GlobalFoundries beats by $0.08 beats on revs; guides Q1 EPS in-line revs in-line(41.90) Reports Q4 (Dec) earnings of $0.55 per share excluding non-recurring items $0.08 better than the FactSet Consensus of $0.47; revenues were unchanged year/year at $1.83 bln vs the $1.8 bln FactSet Consensus. Co issues in-line guidance for Q1 sees EPS of $0.30-0.40 excluding non-recurring items vs. $0.35 FactSet Consensus; sees Q1 revs of $1.60-1.65 bln vs. $1.61 bln FactSet Consensus. https://twitter.com/i/web/status/2021562385044328733 https://twitter.com/i/web/status/2021562385044328733"
X Link 2026-02-11T12:30Z 49.8K followers, [----] engagements
"$CCJ . Cameco beats by $0.49 beats on revs (116.39) Reports Q4 (Dec) earnings of $0.50 per share excluding non-recurring items $0.49 better than the FactSet Consensus of $0.01; revenues rose 1.5% year/year to $1.2 bln vs the $0.45 bln FactSet Consensus. "Across the nuclear industry [----] marked another year of accelerating global momentum. We saw renewed commitments to nuclear energy from governments utilities and industrial energy users around the world including policies that continued to reinforce nuclear's critical role in delivering secure reliable and carbon-free baseload power. That"
X Link 2026-02-13T11:40Z 49.8K followers, [----] engagements
"$FSLY . This stock has made a massive move this week. A move not to be ignored. Dan"
X Link 2026-02-13T20:29Z 49.8K followers, [----] engagements
"TOP PERFORMING INDUSTRY GROUPS [----] There have been some changes near the top of this list as the gold/silver and mining stocks fell back last week. The computer data storage telecom fiber optics and electronic parts industry groups are the top performing groups year to date. https://twitter.com/i/web/status/2022645017840619723 https://twitter.com/i/web/status/2022645017840619723"
X Link 2026-02-14T12:12Z 49.8K followers, [----] engagements
"#2 TELECOM FIBER OPTICS The telecom fiber optics industry group is the second best performing group in [----]. This group has advanced 41% year to date. Lumentum Holdings (LITE) is the top performing stock in this industry group and have advanced 53% in 2026"
X Link 2026-02-14T12:13Z 49.8K followers, [----] engagements
"@ballerdk22 @smartertrader $SNDK $MU . They will top when the fundamentals look their best. Just because they are up alot recently is no reason to think they have topped or a short play. I believe Sandisk trades at $1k and Micron $600 this year. but others do not & that is what makes a market"
X Link 2026-02-15T18:26Z 49.8K followers, [---] engagements
"$TM Toyota Motor (TM) is looking at a 20% return on equity target for fiscal [----] doubling market forecasts of 11% Nikkei reported Wednesday citing an unnamed company executive. Shares of the company were up nearly 9% in recent Thursday premarket activity"
X Link 2024-12-26T12:47Z 49.7K followers, [----] engagements
"$APP AppLovin Corp. retains Quinn Emanuel Firm to investigate recent short report activity AppLovin Corporation (NASDAQ: APP) ("AppLovin" or the "Company") today announced that it has retained Alex Spiro partner and Co-Chair of the Investigations Government Enforcement & White Collar Defense Practice at Quinn Emanuel Urquhart & Sullivan a nationally recognized legal firm with deep expertise in securities and corporate investigations to conduct an independent review and investigation into recent short report activity targeting the Company. https://twitter.com/i/web/status/1905594218955112800"
X Link 2025-03-28T12:14Z 49.7K followers, [----] engagements
"$IONS Ionis Pharma announces positive topline results from the pivotal Phase [--] CORE and CORE2 studies of olezarsen in people with severe hypertriglyceridemia. Up to 72% (p0.0001) placebo-adjusted mean reduction in fasting triglycerides.85% (p=0.0002) reduction in acute pancreatitis events the first and only time achieved for the treatment of sHTG.Favorable safety and tolerability profile.sNDA submission planned by end of year. https://twitter.com/i/web/status/1962858378931408914 https://twitter.com/i/web/status/1962858378931408914"
X Link 2025-09-02T12:41Z 49.7K followers, [----] engagements
"$VLO $EQT $DK $IMO . Some of the oil and gas stocks are starting to heat up and look pretty decent"
X Link 2025-11-08T13:12Z 49.7K followers, [----] engagements
"$ARMK . Aramark (ARMK) reported fiscal Q4 adjusted earnings Monday of $0.57 per diluted share up from $0.54 a year earlier. Analysts polled by FactSet expected $0.64. Revenue for the quarter ended Oct. [--] was $5.05 billion compared with $4.42 billion a year earlier. Analysts surveyed by FactSet expected $5.16 billion. For fiscal [----] the company said it expects adjusted EPS of $2.18 to $2.28. Analysts polled by FactSet expect $2.27. Revenue for the fiscal year is projected to be $19.55 billion to $19.95 billion. Analysts surveyed by FactSet expect $19.69 billion."
X Link 2025-11-17T12:07Z 49.7K followers, [----] engagements
"$ESTC . Stretched to the downside after their report. lastic (ESTC) reported fiscal Q2 non-GAAP earnings late Thursday of $0.64 per diluted share up from $0.59 a year earlier. Analysts polled by FactSet expected $0.58. Revenue in the three months ended Oct. [--] rose to $423.5 million from $365.4 million a year earlier. Analysts surveyed by FactSet expected $418.2 million. The company expects Q3 non-GAAP EPS of $0.63 to $0.65 on revenue of $437 million to $439 million. Analysts polled by FactSet expect EPS of $0.60 on revenue of $430.5 million. The company expects fiscal [----] non-GAAP EPS of"
X Link 2025-11-21T12:56Z 49.7K followers, [----] engagements
"$CELC $ARQT $VRDN $IMNM . Quite a few biotech/drug stocks continue to act well"
X Link 2025-11-21T18:51Z 49.7K followers, [----] engagements
"$VERA . This stock has been vera vera good"
X Link 2025-12-02T20:03Z 49.7K followers, [----] engagements
"$EZPW . Pawn shop breaking out.🤔🤔"
X Link 2025-12-08T17:50Z 49.7K followers, [----] engagements
"$TKR . Timken breaking out.and making new highs today. or is it. Kentim"
X Link 2025-12-10T21:27Z 49.7K followers, [----] engagements
"$RYTM $ROIV $IMNM $ABVX . I think that I may be addicted to drugs. stocks that is . all about drugs. @mcstockcharts.com"
X Link 2025-12-11T16:58Z 49.7K followers, [----] engagements
"$IMNM $STOK $EWTX $NKTR . A few biotech/drug stocks of interest. I am long one.bout to long another one or two soon"
X Link 2025-12-14T14:40Z 49.7K followers, [----] engagements
"$KYTX . Kyverna Therapeutics Inc. (Nasdaq: KYTX) a clinical-stage biopharmaceutical company focused on developing cell therapies for patients with autoimmune diseases today announced positive topline data from KYSA-8 its registrational Phase [--] trial of mivocabtagene autoleucel (miv-cel formerly KYV-101) a fully human autologous CD19-targeting CAR T-cell therapy with CD28 co-stimulation in stiff person syndrome (SPS). We are very pleased to share transformative topline data in stiff person syndrome which could pave the way for miv-cel to become the first and only approved therapy in SPS and"
X Link 2025-12-15T11:54Z 49.7K followers, [----] engagements
"$VITL . Vital Farms (VITL) said Tuesday it lowered its full-year [----] net revenue guidance to a range of $755 million to $765 million from the previous guidance of at least $775 million. Analysts polled by FactSet expected $776.7 million. The guidance revision was due to a temporary disruption in returning to regular order patterns following its enterprise resource planning system transition at the start of Q4 the company said. Vital Farms also provided initial full-year [----] net revenue guidance of $930 million to $950 million. Analysts surveyed by FactSet expected $933.7 million. The"
X Link 2025-12-16T13:15Z 49.7K followers, [----] engagements
"$PDS $OVV $DVN $WFD . Not gonna forget about the oil patch. Gonna be like Billy Bob in Landman.😂🤣"
X Link 2026-01-02T19:16Z 49.7K followers, [----] engagements
"$DRUG . Gotta love drugs. stocks that is. Bright Minds Biosciences reports Phase [--] seizure reduction data for BMB-101 advances toward registrational trials. BMB-101 delivered a 73.1% median reduction in absence seizures and a 63.3% median reduction in major motor seizures in drug-resistant patients meeting primary efficacy endpoints across both cohorts.The Phase [--] BREAKTHROUGH trial showed statistically significant seizure burden reductions with a favorable safety and tolerability profile and no treatment-related serious adverse events.Patients in the absence seizure cohort also experienced a"
X Link 2026-01-06T12:49Z 49.7K followers, [----] engagements
"$SCCO $HYMC $AG $AU . These gold silver and copper stocks are sexy vixens. they whisper to me. "come hither" 🤣😂"
X Link 2026-01-06T17:07Z 49.7K followers, [----] engagements
"$KRMN . a stock on our ready list. it looks like it was definitely ready to go"
X Link 2026-01-07T01:13Z 49.7K followers, [----] engagements
"$GMED . GMED Globus Medical Inc. (NYSE: GMED) a leading musculoskeletal solutions company today announced preliminary unaudited sales results for the fourth quarter and full year ended December [--] [----]. The company anticipates fourth quarter [----] sales of approximately $823.2 million an increase of [----] percent over the fourth quarter [----] on an as-reported basis. Full year [----] sales are expected to be approximately $2.936 billion an increase of [----] percent over the prior year on an as-reported basis. The Company established its full year [----] revenue guidance range of $3.18 billion to"
X Link 2026-01-08T01:19Z 49.7K followers, [----] engagements
"$COST . Costco (COST) reports December adjusted comparable sales of +6.2%"
X Link 2026-01-08T13:22Z 49.7K followers, [----] engagements
"$CAT $RH $ELF $KMX . There may be some folks speculating on a SCOTUS tariff ruling soon"
X Link 2026-01-08T17:19Z 49.7K followers, [----] engagements
"$SG . what are we calling this . Perhaps the . HHS Trade"😂🤣🤣😂📈"
X Link 2026-01-08T18:10Z 49.7K followers, [----] engagements
"$WDFC .FY [----] guidance reaffirmed; management highly confident in delivering results at the mid-to-high end of our guidance ranges. FY [----] net sales: $630M$655M (pro forma excluding homecare/cleaning held for sale) representing 5%9% growth from pro forma FY25. FY [----] gross margin: 55.5%56.5%. FY [----] advertising & promotion: around 6% of net sales. FY [----] operating income: $103M$110M representing 5%12% growth from pro forma FY25. FY [----] income tax rate: 22.5%23.5%. FY [----] diluted EPS: $5.75$6.15 based on 13.4M weighted average shares outstanding; represents 5%12% growth over pro forma"
X Link 2026-01-09T00:17Z 49.7K followers, [----] engagements
"$INSM . Insmed (INSM) reported preliminary [----] revenue Friday of $606.4 million up 67% year over year. Analysts polled by FactSet expect $518 million. US revenue for the year grew 78% to $453 million while international sales jumped 41% to $153.5 million according to Insmed. The company said it will report final Q4 and [----] financial results in February. https://twitter.com/i/web/status/2009627286879039716 https://twitter.com/i/web/status/2009627286879039716"
X Link 2026-01-09T14:04Z 49.6K followers, [----] engagements
"Stocks who have advanced 30% or more in [----]. priced above $15.00 with some volume. no ETF"
X Link 2026-01-10T11:21Z 49.8K followers, 21.8K engagements
"$KRMN $STX $GH $GE . At we had these winners last week. and we had losers to like $ALAB. such is trading. http://mcstockcharts.com http://mcstockcharts.com"
X Link 2026-01-10T14:53Z 49.7K followers, [----] engagements
"$AUGO . Aura Minerals announces preliminary Q4 [----] and [----] production results; record high production and [----] guidance achieved ROAD TOWN British Virgin Islands Jan. [--] [----] (GLOBE NEWSWIRE) -- Aura Minerals Inc. (NASDAQ: AUGO and B3: AURA33) ("Aura" or the "Company") is pleased to announce Q4 [----] preliminary production results from the Company's six operating mines: Aranzazu Apoena Minosa Almas Borborema and MSG ("Minerao Serra Grande"). Total production in Q4 [----] at current prices reached [-----] gold equivalent ounces ("GEO")1 a record high in the history of the Company 11% higher than"
X Link 2026-01-12T11:38Z 49.8K followers, [----] engagements
"$SHAK . Shake Shack provides Q4 and FY26 outlook (93.29) Co issues downside guidance for Q4 (Dec) sees Q4 (Dec) revs of $400.5 mln vs. $409.10 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $1.6-1.7 bln vs. $1.65 bln FactSet Consensus. Licensing revenue of $59.0 million to $61.0 million. Same-Shack sales of positive LSD%. Restaurant-level profit margin to be 23.0% to 23.5% of Shack sales. Co is reiterating long-term targets and believe have the potential to achieve: Total addressable market of 1500+ Company-operated Shacks. Three-year financial growth"
X Link 2026-01-12T12:10Z 49.7K followers, [----] engagements
"$DXCM . Dexcom guides Q4 revs slightly above consensus; guides FY26 revs in-line (67.40) Co issues upside guidance for Q4 (Dec) sees Q4 (Dec) revs of $1.26 bln vs. $1.24 bln FactSet Consensus. US revenue is expected to be up 11% yr/yr to approximately $892 mln. International revenue is expected to be up 18% yr/yr to approximately $368 mln. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $5.16-5.25 bln vs. $5.23 bln FactSet Consensus. https://twitter.com/i/web/status/2010692485941788789 https://twitter.com/i/web/status/2010692485941788789"
X Link 2026-01-12T12:37Z 49.7K followers, [----] engagements
"$APP . AppLovin (APP) initiated with an Outperform at Evercore ISI tgt $835"
X Link 2026-01-14T12:57Z 49.7K followers, [----] engagements
"$ALMS . James B. Tananbaum 10% Owner Director on January [--] [----] executed a purchase for [------] shares in Alumis (ALMS) for $6999988. Following the Form [--] filing with the SEC Tananbaum has control over a total of [--------] common shares of the company with [--------] controlled indirectly. https://twitter.com/i/web/status/2011454257711726812 https://twitter.com/i/web/status/2011454257711726812"
X Link 2026-01-14T15:04Z 49.7K followers, [----] engagements
"$ISRG . Intuitive Surgical raises Q4 guidance but stock stumbles as investors weigh growth decline (ISRG) Intuitive Surgical (ISRG) raised its Q4 revenue guidance ahead of its presentation at the J.P. Morgan Healthcare Conference forecasting approximately $2.866 bln up from its previous estimate of $2.72 bln. However the stock is trading sharply lower as the updated figures signal a deceleration in growth that appears to have fallen short of high-end investor expectations. The updated guidance translates into solid year-over-year revenue growth of 18.8% though this represents a notable"
X Link 2026-01-14T16:50Z 49.7K followers, [----] engagements
"$APH . Amphenol announces details of open offer for ADC India Communications Limited (146.75) Amphenol Corporation (NYSE: APH) (the "Company" or "Amphenol") as part of its completed acquisition (the "CCS Acquisition") of the Connectivity and Cable Solutions business from Vistance Networks Inc. (formerly known as CommScope Holding Company Inc. or "Seller") announced today further details regarding its open offer to acquire up to [-------] fully paid-up equity shares of face value of INR [--] of ADC India Communications Limited (the "Target Company") representing 26.00% of the Target Company's"
X Link 2026-01-15T13:12Z 49.7K followers, [----] engagements
"$ENTG . This semiconductor equipment stock making a nice move with volume. one that shall not be ignored"
X Link 2026-01-15T19:02Z 49.7K followers, [----] engagements
"$DIN $BJRI $EAT $CAKE . The retail restaurant group has been strong in [----]. I prefer BJs. the restaurant. get your minds out of the gutter.🤣😂"
X Link 2026-01-15T19:10Z 49.7K followers, [----] engagements
"@VenkatP1359 $TTMI $CLS $SANM . Yo Venkat . I like all three👍👍📈📈📈 A nice breakout last week on TTM Technologies. Sola Brothers not gonna be denied"
X Link 2026-01-17T15:22Z 49.7K followers, [---] engagements
"$APH $VICR $LASR $COHR . another group doing well"
X Link 2026-01-18T14:45Z 49.7K followers, [----] engagements
"$SANM $TTMI $CLS $JBL . This is another strong group. better know their earnings dates these days"
X Link 2026-01-18T14:47Z 49.7K followers, [----] engagements
"$BE $GEV $FLNC $CEG . The alternative energy group. quite the divergence for Constellation"
X Link 2026-01-18T14:49Z 49.7K followers, [----] engagements
"$DHI . DHI D.R. Horton Q1 EPS $2.03 Beats $1.95 Estimate Sales $6.886B Beat $6.603B Estimate. D.R. Horton (NYSE:DHI) reported quarterly earnings of $2.03 per share which beat the analyst consensus estimate of $1.95 by [----] percent. This is a [-----] percent decrease over earnings of $2.61 per share from the same period last year. The company reported quarterly sales of $6.886 billion which beat the analyst consensus estimate of $6.603 billion by [----] percent. This is a [----] percent decrease over sales of $7.613 billion the same period last year."
X Link 2026-01-20T11:40Z 49.7K followers, [----] engagements
"$TECK . Teck Resources reports [----] production update and reaffirms outlook (50.21) Teck Resources Limited reported [----] copper production of [-----] kt in line with guidance supported by strong Q4 performance across assets; Quebrada Blanca produced [----] kt in Q4 with shipment delays pushing some sales into early 2026Zinc in concentrate production totaled [-----] kt for [----] at the high end of guidance while refined zinc reached [-----] kt also at the top of the guided range reflecting a focus on profitability and cash generation Company expects positive Q4 settlement pricing adjustments of $295"
X Link 2026-01-21T09:43Z 49.8K followers, [----] engagements
"$TDY . Teledyne Tech beats by $0.46 beats on revs; guides Q1 EPS in-line; guides FY26 EPS in-line (566.23) Reports Q4 (Dec) earnings of $6.30 per share excluding non-recurring items $0.46 better than the FactSet Consensus of $5.84; revenues rose 7.3% year/year to $1.61 bln vs the $1.57 bln FactSet Consensus. Cash provided by operating activities was $379.0 million for the fourth quarter of [----] compared with $332.4 million with the increase driven primarily by favorable operating results in the fourth quarter of [----] compared with [----]. Co issues in-line guidance for Q1 sees EPS of"
X Link 2026-01-21T12:04Z 49.7K followers, [----] engagements
"$TRV . Travelers beats by $2.37 beats on revs; Board of Directors authorizes an additional $5.0 bln of share repurchases (269.61) Reports Q4 (Dec) earnings of $11.13 per share excluding non-recurring items $2.37 better than the FactSet Consensus of $8.76; revenues rose 3.5% year/year to $12.43 bln vs the $11.01 bln FactSet Consensus. Net written premiums of $5.514 billion increased 2% led by growth of 4% in our Select Accounts small commercial business and 3% in our core Middle Market business partially offset by a decline in net written premiums in National Property reflecting disciplined"
X Link 2026-01-21T12:16Z 49.7K followers, [----] engagements
"$TEL . TE Connectivity Plc (NYSE:TEL) stock fell Wednesday after the company reported its first-quarter fiscal [----] results. The company reported quarterly adjusted earnings of $2.72 per share up 33% year over year beating analysts' estimates of $2.55. Revenue rose 22% to $4.67 billion exceeding expectations of $4.53 billion and increasing 15% organically supported by strong performance across the Industrial and Transportation segments. Adjusted operating margin improved to 22.2% compared with 20.4% a year earlier. TE reported record quarterly orders of $5.1 billion up 28% year over year and"
X Link 2026-01-21T13:12Z 49.7K followers, [----] engagements
"$PAVM . PAVmed (PAVM) subsidiary Lucid Diagnostics (LUCD) said Wednesday it won a contract from the US Department of Veterans Affairs for its EsoGuard esophageal DNA test for esophageal precancer testing. Financial terms of the contract were not disclosed. The contract includes pre-negotiated pricing for the test that matches the established Medicare payment rate determined by the Centers for Medicare & Medicaid Services enabling access through a single national procurement framework the company said. https://twitter.com/i/web/status/2014026297031401584"
X Link 2026-01-21T17:24Z 49.7K followers, [----] engagements
"$TTMI . This one is knocking at the $100 door .again. see if it can break on through"
X Link 2026-01-21T19:51Z 49.7K followers, [----] engagements
"$KRMN . Mama Mia. Karman Ghia. 😂🤣. Karman Space and Defense guides FY25 and FY26 revenue above consensus Co raises guidance for FY25 (Dec) sees FY25 (Dec) revs of $470-471 mln vs. $463.46 mln FactSet Consensus and vs. $461-463 mln prior guidance. Co sees FY25 adj. EBITDA of $144.5-144.9 issues upside guidance for FY26 (Dec) sees FY26 (Dec) revs of $700-715 mln vs. $578.74 mln FactSet Consensus. Co sees FY26 adj. EBITDA of $205-215 mln. http://mln.Co http://mln.Co"
X Link 2026-01-21T21:41Z 49.7K followers, [----] engagements
"$COHR . This stock is looking like it wants to break out of its box today. we shall see"
X Link 2026-01-22T09:36Z 49.7K followers, [----] engagements
"$LTH . Life Time sees Q4 EPS and revs above consensus; introduces select financial guidance for FY [----] (27.91) Co issues upside guidance for Q4 (Dec) sees EPS of $0.32-0.34 excluding non-recurring items vs. $0.27 FactSet Consensus; sees Q4 (Dec) revs of $743-745 mln vs. $736.67 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $3.30-3.33 bln vs. $3.31 bln FactSet Consensus.FY26 Adjusted EBITDA $910 -- $925 https://twitter.com/i/web/status/2014304863484801226 https://twitter.com/i/web/status/2014304863484801226"
X Link 2026-01-22T11:51Z 49.7K followers, [----] engagements
"$MBLY . Mobileye Global reports EPS in-line beats on revs; guides FY26 revs below consensus (10.88) Reports Q4 (Dec) earnings of $0.06 per share excluding non-recurring items in-line with the FactSet Consensus of $0.06; revenues fell 9.0% year/year to $446 mln vs the $432.3 mln FactSet Consensus. Average System Price was $50.8 in the fourth quarter of [----] compared to $50.0 in the prior year period primarily due to a higher percentage of SuperVision-related revenue as compared to the fourth quarter of [----]. Adjusted Gross Margin was 67% in the fourth quarter of [----] compared to 69% in the"
X Link 2026-01-22T12:10Z 49.8K followers, [----] engagements
"$AA . Alcoa (NYSE:AA) reported quarterly earnings of $1.26 per share which beat the analyst consensus estimate of $0.92 by [----] percent. This is a [-----] percent increase over earnings of $1.04 per share from the same period last year. The company reported quarterly sales of $3.449 billion which beat the analyst consensus estimate of $3.306 billion by [----] percent. This is a [----] percent decrease over sales of $3.486 billion the same period last year. https://twitter.com/i/web/status/2014449629119828017 https://twitter.com/i/web/status/2014449629119828017"
X Link 2026-01-22T21:26Z 49.7K followers, [----] engagements
"@VenkatP1359 $GE $FTAI $KRMN . Yeah. for the most part . the sector was down and disappointed the USA is not using force to acquire Greenland😂🤣. with a few exceptions.as usual"
X Link 2026-01-23T00:02Z 49.7K followers, [---] engagements
"$LIF . LIF Co issues upside guidance for FY25 (Dec) sees FY25 (Dec) revs of $486-489 mln vs. $481.33 mln FactSet Consensus.Full Year [----] Adjusted EBITDA: $87-92 million representing approximately 18-19% margin.Q4 Metrics:US MAU: [----] million in Q4 [----] up [---] million in the quarter and 16% MAU: [----] million in Q4 [----] up [---] million in the quarter and 26% Paying Circles: [---] million in Q4 [----] up [--] thousand in the quarter or 23% Paying Circles: [---] million in Q4 [----] up [--] thousand in the quarter or 32% year-over-year. http://year-over-year.US http://year-over-year.International"
X Link 2026-01-23T11:11Z 49.7K followers, [----] engagements
"$FTNT . Fortinet: Revising FY26 Estimates; Little Downside or Upside -- Oppenheimer (77.62) Analyst Ittai Kidron added "Our checks indicated stable FW share dynamics in 4Q25 but a declining [----] EoS refresh opportunity. Therefore we maintain an in-line stance on 4Q25 but lower our [----] product and services revenue growth outlook. We have a greater appreciation for the lag between maintenance/subscription (Services) growth and Product growth. We expect continued Services deceleration through 1H26 before accelerating in 2H26. Positively we see potential for improvement in SASE growth rates near"
X Link 2026-01-23T12:59Z 49.7K followers, [----] engagements
"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 46% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 100% in 2026"
X Link 2026-01-24T12:48Z 49.7K followers, [----] engagements
"$BIIB . Biogen: FDA accepts LEQEMBI IQLIK sBLA for subcutaneous starting dose in early Alzheimers (171.59) Co announced the FDA accepts sBLA under Priority Review for LEQEMBI IQLIK (lecanemab-irmb) as a weekly subcutaneous starting dose in early Alzheimer's disease; PDUFA date set for May [--] 2026.If approved would enable at-home initiation and maintenance dosing making LEQEMBI the first anti-amyloid therapy with both initiation and maintenance subcutaneous options as an alternative to IV infusion. sBLA supported by Phase [--] Clarity AD OLE data showing equivalent exposure and similar clinical"
X Link 2026-01-26T11:16Z 49.7K followers, [----] engagements
"$LDOS . Leidos to acquire power design firm ENTRUST bolstering its energy infrastructure portfolio (191.23) Co has signed a definitive agreement to acquire ENTRUST Solutions Group from Kohlberg for approximately $2.4 billion accelerating Leidos' position as a leading engineering solutions provider for utilities nationwide. The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business which has grown on average at double-digit rates while delivering double-digit margins for the past eight years. The transaction is"
X Link 2026-01-26T11:21Z 49.7K followers, [----] engagements
"$ETN . Eaton to spin off its Mobility Group; expected on closing to be immediately accretive to Eaton's organic growth and operating margin (331.22) Transaction details- Through the transaction Eaton and Mobility are each expected to benefit from:Increased focus on core businesses and strategic priorities; Tailored capital allocation strategy with flexibility to invest in profitable organic and inorganic growth opportunities; Improved ability to adapt quickly to leverage evolving market dynamics to deliver consistent returns; and Distinct investment profiles that position each company to"
X Link 2026-01-26T12:02Z 49.7K followers, [----] engagements
"$SANM . Sanmina beats by $0.25 beats on revs; guides Q2 EPS in-line revs below consensus (182.54 +4.71) Reports Q1 (Dec) earnings of $2.38 per share excluding non-recurring items $0.25 better than the FactSet Consensus of $2.13; revenues rose 59.0% year/year to $3.19 bln vs the $3.08 bln FactSet Consensus. Co issues guidance for Q2 sees EPS of 2.25-2.55 excluding non-recurring items vs. $2.27 FactSet Consensus; sees Q2 revs of 3.10-3.40 vs. $3.51 bln FactSet Consensus. "Our Communications Networks and Cloud & AI Infrastructure end-markets continue to be strong as a result of ongoing demand"
X Link 2026-01-26T21:06Z 49.7K followers, [----] engagements
"$SYF . Synchrony Financial reports Q4 (Dec) results misses on revs (77.51 +0.90) Reports Q4 (Dec) earnings of $2.04 per share may not be comparable to the FactSet Consensus of $2.05; revenues fell 0.2% year/year to $3.79 bln vs the $3.84 bln FactSet Consensus.4Q'25 diluted earnings per share includes $0.14 restructuring chargeNet interest margin of 15.83% increased 82bps -- Reflects higher Loan receivables yield and lower liabilities cost partially offset by liquidity portfolio yield Loan receivables mix as a percent of Interest-earning assets of 84.65% increased 46bps OutlookRisk-adjusted"
X Link 2026-01-27T11:15Z 49.7K followers, [----] engagements
"$GLW . This stock is making a move👍👍📈. not to be ignored. Dan😂🤣. earnings tomorrow"
X Link 2026-01-27T16:58Z 49.7K followers, [----] engagements
"$QRVO . Qorvo beats by $0.31 reports revs in-line; guides MarQ EPS below consensus revs below consensus (82.81 +0.31) Reports Q3 (Dec) earnings of $2.17 per share excluding non-recurring items $0.31 better than the FactSet Consensus of $1.86; revenues rose 8.4% year/year to $992.96 mln vs the $988.01 mln FactSet Consensus. Co issues downside guidance for Q4 (Mar) sees EPS of $1.05-1.35 excluding non-recurring items vs. $1.37 FactSet Consensus; sees Q4 revs of $775-825 mln vs. $905.11 mln FactSet Consensus. "Qorvo's December quarterly revenue primarily reflects strength at our largest"
X Link 2026-01-27T21:07Z 49.7K followers, [----] engagements
"$NXT .Breakout Alert. Nextpower beats by $0.16 beats on revs; guides FY26 EPS above consensus revs in-line; approves share repurchase program up to $500 mln(105.91-1.37) Reports Q3 (Dec) earnings of $1.10 per share excluding non-recurring items $0.16 better than the FactSet Consensus of $0.94; revenues rose 33.9% year/year to $909.4 mln vs the $813.82 mln FactSet Consensus. Co issues guidance for FY26 sees EPS of $4.26-4.36 excluding non-recurring items vs. $4.25 FactSet Consensus; sees FY26 revs of $3.425-3.500 bln vs. $3.45 bln FactSet Consensus. As we announced in our current report on"
X Link 2026-01-27T21:42Z 49.7K followers, [----] engagements
"$TTMI $BROS . S&P SmallCap [---] constituent TTM Technologies (TTMI) will replace Civitas Resources Inc. (CIVI) in the S&P MidCap [---] and Amneal Pharmaceuticals Inc. (AMRX) will replace TTM Technologies in the S&P SmallCap [---] effective prior to the opening of trading on Friday January [--]. S&P SmallCap [---] constituent SM Energy Co. (SM) is acquiring Civitas Resources in a deal expected to be completed soon pending final closing conditions. SM Energy will remain in the S&P SmallCap [---] post-merger. Dutch Bros (BROS) will replace PotlatchDeltic (PCH) in the S&P MidCap [---] effective prior to the"
X Link 2026-01-27T22:28Z 49.7K followers, [----] engagements
"$GEV . GE Vernova reports Q4 (Dec) results beats on revs; raises FY26 revs guidance above consensus free cash flow guidance; raises outlook by 2028(692.70) Reports Q4 (Dec) earnings of $13.39 per share may not be comparable to the FactSet Consensus of $2.98; revenues rose 3.8% year/year to $10.96 bln vs the $10.22 bln FactSet Consensus. GAAP net income includes a $2.9 bln tax benefit due to a U.S. valuation allowance release. Orders of $22.2 bln +65% organically with growth in all segments. Backlog growth of $15.0 bln sequentially from equipment and services at Power and Electrification. Gas"
X Link 2026-01-28T12:31Z 49.7K followers, [----] engagements
"$TTMI . This stock rallied up to $100 this morning. and then. Mutomobo shows up😂🤣📉"
X Link 2026-01-28T15:04Z 49.7K followers, [----] engagements
"$NXT . A breakout following its earnings report from last night"
X Link 2026-01-28T15:09Z 49.7K followers, [----] engagements
"@MalibuInvest $BROS "
X Link 2026-01-28T16:53Z 49.7K followers, [---] engagements
"$CLS . Celestica beats by $0.13 beats on revs; guides Q1 EPS above consensus revs above consensus; guides FY26 EPS above consensus revs above consensus (345.23 +12.06) Reports Q4 (Dec) earnings of $1.89 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.76; revenues rose 43.6% year/year to $3.65 bln vs the $3.48 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $1.95-$2.15 excluding non-recurring items vs. $1.82 FactSet Consensus; sees Q1 revs of $3.85-$4.15 bln vs. $3.63 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of"
X Link 2026-01-28T21:20Z 49.7K followers, [----] engagements
"$MTH . Meritage beats by $0.11 misses on revs; Expects full year [----] home closing volume and revenue to be consistent with full year [----] results (69.18-0.39) Reports Q4 (Dec) earnings of $1.67 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $1.56; revenues fell 11.9% year/year to $1.41 bln vs the $1.51 bln FactSet Consensus. Orders of [----] for the fourth quarter of [----] decreased 2% year-over-year primarily due to 18% lower average absorption pace to [---] per month from [---] per month which was nearly fully offset by an 18% increase in average communities."
X Link 2026-01-28T21:37Z 49.7K followers, [----] engagements
"$VIAV . Viavi beats by $0.03 beats on revs; guides MarQ EPS above consensus revs above consensus; announces restructuring plan which includes a 5% workforce reduction (21.03 +0.33) Reports Q2 (Dec) earnings of $0.22 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.19; revenues rose 36.4% year/year to $369.3 mln vs the $365.25 mln FactSet Consensus. Co issues upside guidance for Q3 (Mar) sees EPS of $0.22-0.24 excluding non-recurring items vs. $0.15 FactSet Consensus; sees Q3 revs of $386-400 mln vs. $353.50 mln FactSet Consensus. Restructuring Plan:Co"
X Link 2026-01-28T21:39Z 49.7K followers, [----] engagements
"$TMO . Thermo Fisher beats by $0.12 beats on revs (608.02) Reports Q4 (Dec) earnings of $6.57 per share excluding non-recurring items $0.12 better than the FactSet Consensus of $6.45; revenues rose 7.2% year/year to $12.21 bln vs the $11.95 bln FactSet Consensus. The company will provide [----] financial guidance during its earnings conference call this morning at 8:30 a.m. Eastern Time. "Throughout the year we effectively navigated the external environment and leveraged our PPI Business System to enable excellent operational performance. It was also a very active year for capital deployment as"
X Link 2026-01-29T11:03Z 49.7K followers, [----] engagements
"$HON . Honeywell beats by $0.05 misses on revs; guides FY26 EPS in-line revs in-line (216.64) Reports Q4 (Dec) earnings of $2.59 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.54; revenues rose 6.4% year/year to $9.76 bln vs the $9.96 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $10.35-10.65 excluding non-recurring items vs. $10.44 FactSet Consensus; sees FY26 revs of $38.8-39.8 bln vs. $39.64 bln FactSet Consensus. Honeywell Aerospace Spin-Off Now Expected in Third Quarter 2026"
X Link 2026-01-29T11:05Z 49.7K followers, [----] engagements
"$TT . Trane beats by $0.05 beats on revs; guides FY26 EPS in-line revs above consensus (394.20) Reports Q4 (Dec) earnings of $2.86 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.81; revenues rose 5.6% year/year to $5.14 bln vs the $5.09 bln FactSet Consensus.Strong bookings of $5.8 billion up [--] percent; organic bookings up [--] percent. Book-to-bill was [---] percent global Commercial HVAC book-to-bill was [---] percent. Co issues guidance for FY26 sees EPS of $14.65-14.85 excluding non-recurring items vs. $14.76 FactSet Consensus; sees FY26 revsgrowth of"
X Link 2026-01-29T11:13Z 49.7K followers, [----] engagements
"$PHM . PulteGroup reports Q4 (Dec) results beats on revs (123.27) Reports Q4 (Dec) earnings of $2.56 per share may not be comparable to the FactSet Consensus of $2.82; revenues fell 6.3% year/year to $4.61 bln vs the $4.34 bln FactSet Consensus.Reported net income for the period includes: a pre-tax charge of $81 million or $0.31 per share associated with the intended divestiture of certain manufacturing assets; pre-tax land impairment charges totaling $35 million or $0.14 per share; and a pre-tax insurance benefit of $34 million or $0.13 per share. Net New Orders increased 4% to [----] homes"
X Link 2026-01-29T12:36Z 49.7K followers, [----] engagements
"@VenkatP1359 $AU $ORLA . The melt-up continues. Put AngloGold Ashanti on leader list last July at $46.71. an amazing run"
X Link 2026-01-29T12:51Z 49.7K followers, [---] engagements
"$MA . Mastercard beats by $0.51 reports revs in-line (521.37) Reports Q4 (Dec) earnings of $4.76 per share excluding non-recurring items $0.51 better than the FactSet Consensus of $4.25; revenues rose 17.5% year/year to $8.8 bln vs the $8.78 bln FactSet Consensus. Gross dollar volume growth of 7% on a local currency basis to $2.8 trillion. Cross-border volume growth of 14% on a local currency basis. Switched transactions growth of 10%. Total operating expenses increased 10% as compared to the same period in [----] primarily due to higher general and administrative expenses (which was tempered"
X Link 2026-01-29T13:14Z 49.7K followers, [----] engagements
"$WFRD $TDW $OII $WMB . there is something happening here. what it is"
X Link 2026-01-29T15:07Z 49.7K followers, [----] engagements
"$IBM $GM . This is really starting to have a 1960s feel to it😂🤣. Go Big Blue"
X Link 2026-01-29T15:10Z 49.7K followers, [----] engagements
"@VenkatP1359 $TTMI Yes indeed a few of its pack leaders got whacked this week . . Sanmina and Celestica"
X Link 2026-01-29T19:35Z 49.7K followers, [---] engagements
"$KLAC . KLA Corporation beats by $0.06 beats on revs; guides Q3 EPS in-line revs in-line (1684.71 +57.51) Reports Q2 (Dec) earnings of $8.85 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $8.79; revenues rose 7.1% year/year to $3.3 bln vs the $3.25 bln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $8.30-9.86 excluding non-recurring items vs. $8.97 FactSet Consensus; sees Q3 revs of $3.20-3.50 bln vs. $3.29 bln FactSet Consensus.GAAP gross margin is expected to be in a range of 60.62% +/- 1.00%. Non-GAAP gross margin is expected to be in a"
X Link 2026-01-29T21:10Z 49.7K followers, [----] engagements
"$SNDK . Not a typo. Sandisk beats by $2.58 beats on revs; guides Q3 EPS above consensus revs above consensus (539.30 +11.67) Reports Q2 (Dec) earnings of $6.20 per share $2.58 better than the FactSet Consensus of $3.62; revenues rose 61.2% year/year to $3.02 bln vs the $2.69 bln FactSet Consensus. Non-GAAP gross margin of 51.1% up [----] ppt qtr/qtr. Datacenter revenue was up 64% sequentially driven by strong adoption among AI infrastructure builders semi-custom customers and technology companies deploying AI at scale. Co issues upside guidance for Q3 sees EPS of $12.00-$14.00 excluding"
X Link 2026-01-29T21:15Z 49.7K followers, 15.7K engagements
"$DECK . Deckers Outdoor beats by $0.56 beats on revs; guides FY26 EPS above consensus revs above consensus (99.87 +2.25) Reports Q3 (Dec) earnings of $3.33 per share excluding non-recurring items $0.56 better than the FactSet Consensus of $2.77; revenues rose 7.1% year/year to $1.96 bln vs the $1.87 bln FactSet Consensus. HOKA brand net sales increased 18.5% to $628.9 million compared to $530.9 million. UGG brand net sales increased 4.9% to $1.305 billion compared to $1.244 billion. Co issues upside guidance for FY26 sees EPS of $6.80-$6.85 excluding non-recurring items vs. $6.41 FactSet"
X Link 2026-01-29T21:16Z 49.8K followers, [----] engagements
"$AAPL . Apple beats by $0.17 beats on revs; iPhone revenues well above estimates; China revenue surges 38% (258.01 +1.57) Reports Q1 (Dec) earnings of $2.84 per share excluding non-recurring items $0.17 better than the FactSet Consensus of $2.67; revenues rose 15.7% year/year to $143.76 bln vs the $138.39 bln FactSet Consensus. Apple reports Q1 (Dec) iPhone revenue of $85.3 bln vs. $78.65 bln Wall Street ests Apple reports Q1 (Dec) Services revenue of $30.01 bln vs. $30.07 bln Wall Street ests. Co reports Q1 (Dec) gross margin 48.2% versus 47.5% Wall Street ests. Co reports Q1 (Dec) China"
X Link 2026-01-29T21:54Z 49.7K followers, [----] engagements
"$GEV . GE Vernova Files For Mixed Shelf Offering Size Not Disclosed"
X Link 2026-01-29T22:46Z 49.7K followers, [----] engagements
"$GRAL . GRAIL submits FDA premarket approval application for Galleri multi-cancer early detection test (100.98) GRAIL submitted the final module of its Premarket Approval (PMA) application to the U.S. Food and Drug Administration for the Galleri multi-cancer early detection test marking a pivotal regulatory milestone.The test holds Breakthrough Device designation (granted in 2018) which can facilitate prioritized FDA review for technologies addressing unmet medical needs. PMA is supported by performance and safety data from [-----] participants in the U.S. PATHFINDER [--] study (one-year"
X Link 2026-01-30T09:44Z 49.7K followers, [----] engagements
"$RIO . Rio Tinto strengthens low-carbon aluminium footprint through joint acquisition of CBA stake (95.13) Rio Tinto and Aluminum Corporation of China Limited (Chalco) agreed to acquire Companhia Brasileira de Alumnio (CBA) via a JV owned 33% by Rio Tinto / 67% by Chalco purchasing Votorantim's 68.596% controlling stake. All-cash price of R$10.50 per share implies a 21.2% premium to the 20-day VWAP; values Votorantim's stake at $902.6 mln (Rio Tinto pro-rata $297.8 mln) subject to approvals and closing conditions. CBA is a vertically integrated low-carbon aluminium platform in Brazil powered"
X Link 2026-01-30T09:49Z 49.7K followers, [----] engagements
"$AXP . American Express misses by $0.01 reports revs in-line; guides FY26 EPS in-line revs in-line (358.50) Reports Q4 (Dec) earnings of $3.53 per share excluding non-recurring items $0.01 worse than the FactSet Consensus of $3.54; revenues rose 10.5% year/year to $18.98 bln vs the $18.93 bln FactSet Consensus. Total Billed Business: +8% for Goods & Services +8% for Travel & Entertainment. Transaction Growth of 9%. Dividend Increase: Plans to increase quarterly dividend per common share by 16% to $0.95. Co issues in-line guidance for FY26 sees EPS of $17.30-$17.90 vs. $17.44 FactSet"
X Link 2026-01-30T12:07Z 49.7K followers, [----] engagements
"$SNY . Sanofi: EU Rezurock recommended for EU approval by the CHMP to treat chronic graft-vs-host disease (46.20) The European Medicines Agency's Committee for Medicinal Products for Human Use has adopted a positive opinion recommending the conditional marketing authorisation of Rezurock (belumosudil) in the EU for the treatment of adults and in children aged [--] years and older with a body weight of at least [--] kg with chronic graft-versus-host disease. The medicine is to be used when other treatment options provide limited clinical benefit are not suitable or have been exhausted. This"
X Link 2026-01-30T12:15Z 49.7K followers, [----] engagements
"$CHTR . Charter Comm beats by $0.59 reports revs in-line(191.52) Reports Q4 (Dec) earnings of $10.34 per share $0.59 better than the FactSet Consensus of $9.75; revenues fell 2.3% year/year to $13.6 bln vs the $13.73 bln FactSet Consensus.Fourth quarter total Internet customers declined by [------]. As of December [--] [----] Charter served [----] million Internet customers. Fourth quarter total mobile lines1 increased by [------]. As of December [--] [----] Charter served [----] million mobile lines. Charter currently expects full year [----] capital expenditures to total approximately $11.4 billion."
X Link 2026-01-30T12:49Z 49.7K followers, [----] engagements
"$IESC . IES Hldgs (NASDAQ:IESC) reported quarterly earnings of $3.71 per share which missed the analyst consensus estimate of $3.82 by [----] percent. This is a [-----] percent increase over earnings of $2.64 per share from the same period last year. The company reported quarterly sales of $871.000 million which missed the analyst consensus estimate of $876.000 million by [----] percent. This is a [-----] percent increase over sales of $749.500 million the same period last year. https://twitter.com/i/web/status/2017220584166568397 https://twitter.com/i/web/status/2017220584166568397"
X Link 2026-01-30T12:57Z 49.7K followers, [----] engagements
"$GEV . uh-huh"
X Link 2026-01-30T14:47Z 49.7K followers, [----] engagements
"$BA . Boeing awarded a not-to-exceed $2.81 mln US Air Force contract for F-15 Republic of Korea aircraft upgrades"
X Link 2026-01-30T22:27Z 49.7K followers, [----] engagements
"@epictrades1 $RR there was news with Microsoft & it rallied. They did a secondary (of course) and the stock sold off then the deal with Mr. Softy was challenged & down the crapper it went some folks will do anything for money😂🤣"
X Link 2026-01-31T00:48Z 49.7K followers, [----] engagements
"@Roiet549111 $WDC $SNDK $MU $STX Yes they have run hard but its all over now right"
X Link 2026-01-31T01:17Z 49.7K followers, [---] engagements
"TOP PERFORMING INDUSTRY GROUPS [----] The computer data storage semiconductor equipment and mining metals industry groups are the top performing groups year to date"
X Link 2026-01-31T11:38Z 49.7K followers, [----] engagements
"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 61% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 143% in 2026"
X Link 2026-01-31T11:42Z 49.7K followers, [----] engagements
"@RayDalio A terrible choice as he is compromised"
X Link 2026-02-01T18:41Z 49.7K followers, [----] engagements
"@Crismo999 @RayDalio 😂🤣 ya know that the next fed governor will do what the administration wants the markets over reaction to the announcement on Friday was a grift . Errrr . Gift👍👍💯📈 especially the metals I expect a rebound this week"
X Link 2026-02-01T19:42Z 49.7K followers, [---] engagements
"$RVTY . Revvity beats by $0.13 beats on revs; guides FY26 EPS above consensus revs above consensus (108.80) Reports Q4 (Dec) earnings of $1.70 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.57; revenues rose 5.9% year/year to $772.1 mln vs the $764.35 mln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $5.35-5.45 vs. $5.32 FactSet Consensus; sees FY26 revs of $2.96-2.99 bln vs. $2.93 bln FactSet Consensus. https://twitter.com/i/web/status/2018282794171187458 https://twitter.com/i/web/status/2018282794171187458"
X Link 2026-02-02T11:18Z 49.7K followers, [----] engagements
"$DIS . Walt Disney beats by $0.06 beats on revs; provides outlook (112.80) Reports Q1 (Dec) earnings of $1.63 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $1.57; revenues rose 5.2% year/year to $25.98 bln vs the $25.7 bln FactSet Consensus. Guidance and Outlook: Q2 Fiscal 2026: Entertainment:Segment OI comparable to Q2 fiscal [----] SVOD operating income of approximately $500 million an increase of approximately $200 million compared to Q2 fiscal [----] Sports:Comparable revenue to Q2 fiscal [----] and a decline in segment OI of $100 million reflecting higher"
X Link 2026-02-02T12:02Z 49.7K followers, [----] engagements
"$TWST . Nice report. don't get it twisted. Twist Bioscience reports Q1 results; beats on revs; guides Q2 revs above consensus; guides FY26 revs above consensus (41.07) Reports Q1 (Dec) Adjusted EBITDA of ($13.4 mln); revenues rose 16.9% year/year to $103.7 mln vs the $101.88 mln FactSet Consensus. Co issues upside guidance for Q2 sees Q2 revs of $107-108 mln vs. $104.71 mln FactSet Consensus. Co issues upside guidance for FY26 sees FY26 revs of $435-440 mln vs. $432.34 mln FactSet Consensus. https://twitter.com/i/web/status/2018301657327751417"
X Link 2026-02-02T12:33Z 49.7K followers, [----] engagements
"$NSSC . Napco Security Systems beats by $0.06 reports revs in-line; Increases quarterly dividend by 7%(36.89) Reports Q2 (Dec) earnings of $0.38 per share $0.06 better than the FactSet Consensus of $0.32; revenues rose 12.4% year/year to $48.2 mln vs the $47.8 mln FactSet Consensus. Recurring service revenue increased 12.5% YoY to $23.8 million with a 90.2% gross margin. The Board declared a quarterly dividend of $0.15 per share a 7% increase from last quarter payable on April [--] [----] to shareholders of record on March [--] [----]. Addition of Chief Revenue Office:The Company announced that Joseph"
X Link 2026-02-02T12:38Z 49.7K followers, [----] engagements
"@AndyFanter $DUK . Put a sweater and jacket on inside your homes😂🤣🤣😂. This is mandatory. and not a request🤣😂"
X Link 2026-02-02T12:56Z 49.7K followers, [---] engagements
"$WWD . Woodward beats by $0.52 beats on revs; raises FY26 EPS and revenue guidance above consensus (327.25 +9.41) Reports Q1 (Dec) earnings of $2.17 per share excluding non-recurring items $0.52 better than the FactSet Consensus of $1.65; revenues rose 28.8% year/year to $996 mln vs the $890.11 mln FactSet Consensus. Co issues upside guidance for FY26 raises EPS to $8.20-8.60 excluding non-recurring items vs. $8.04 FactSet Consensus and vs. $7.50-8.00 prior guidance; raises FY26 revenue growth to +14-18% yr/yr from +7-12% which computes as $4.07-4.21 bln vs. $3.96 bln FactSet Consensus."
X Link 2026-02-02T21:06Z 49.7K followers, [----] engagements
"$FN . This stock is F'N dumping😢📉. Fabrinet beats by $0.11 beats on revs; guides Q3 EPS above consensus revs above consensus (499.61 +10.17) Reports Q2 (Dec) earnings of $3.36 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $3.25; revenues rose 35.9% year/year to $1.13 bln vs the $1.08 bln FactSet Consensus. Co issues upside guidance for Q3 sees EPS of $3.45-3.60 excluding non-recurring items vs. $3.43 FactSet Consensus; sees Q3 revs of $1.15-1.20 bln vs. $1.13 bln FactSet Consensus. https://twitter.com/i/web/status/2018434575110996330"
X Link 2026-02-02T21:21Z 49.7K followers, [----] engagements
"$RMBS . "Down Goes Frazier.errrr. Rambus. Rambus Reports Fourth Quarter and Fiscal Year [----] Financial Results (113.71 -0.12) Rambus Inc. (RMBS) a provider of industry-leading chips and IP making data faster and safer today reported financial results for the fourth quarter ended December [--] [----]. GAAP revenue for the fourth quarter was $190.2 million licensing billings were $71.5 million product revenue was $96.8 million and contract and other revenue was $21.8 million. The Company also generated $99.8 million in cash from operating activities in the fourth quarter."
X Link 2026-02-02T21:28Z 49.7K followers, [----] engagements
"$TER . blowout. Teradyne beats by $0.42 beats on revs; guides Q1 EPS above consensus revs above consensus(249.53+8.48) Reports Q4 (Dec) earnings of $1.80 per share excluding non-recurring items $0.42 better than the FactSet Consensus of $1.38; revenues rose 43.9% year/year to $1.08 bln vs the $0.98 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $1.89-2.25 excluding non-recurring items vs. $1.29 FactSet Consensus; sees Q1 revs of $1.15-1.25 bln vs. $938.72 mln FactSet Consensus. "Our Q4 results were above the high end of our guidance range fueled by AI-related demand in"
X Link 2026-02-02T21:56Z 49.7K followers, [----] engagements
"$MRAM . Everspin Technologies discloses that Avalanche Technology has filed a lawsuit against MRAM (13.24 +0.25) Co discloses it hasreceived notice that Avalanche Technology filed a lawsuit against the company in the US District Court for the District of Delaware and a patent infringement complaint with the US International Trade Commission Investigation. The complaints assert that the co's Spin-transfer Torque Magnetoresistive Random Access Memory products infringe Avalanche's U.S. Patent Nos. [-------] [-------] [--------] and [--------]. The claims in the Complaints do not implicate the Company's"
X Link 2026-02-02T22:44Z 49.7K followers, [----] engagements
"@MeisseliMeno $MRAM . Yeah. I do not believe it is a big issue. More important is their sales & earnings growth cash flow return on investment and shares sold short. They should be OK"
X Link 2026-02-03T11:10Z 49.7K followers, [---] engagements
"$PEP . Coke no Pepsi. PepsiCo beats by $0.02 beats on revs; reaffirms outlook; announces dividend increase and new share repurchase program (155.20) Reports Q4 (Dec) earnings of $2.26 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $2.24; revenues rose 5.6% year/year to $29.34 bln vs the $28.98 bln FactSet Consensus. For [----] the Company continues to expect:Organic revenue to increase between [--] and 4%; Core constant currency EPS to increase between [--] and 6%; Capital spending to be below 5% of net revenue; and A free cash flow conversion ratio of at least"
X Link 2026-02-03T11:21Z 49.8K followers, [----] engagements
"$BALL. Ball Corp beats by $0.01 beats on revs (56.69 -0.18) Reports Q4 (Dec) earnings of $0.91 per share excluding non-recurring items $0.01 better than the FactSet Consensus of $0.90; revenues rose 16.2% year/year to $3.35 bln vs the $3.11 bln FactSet Consensus. Completed acquisition of majority stake in Benepack. https://twitter.com/i/web/status/2018646503544573952 https://twitter.com/i/web/status/2018646503544573952"
X Link 2026-02-03T11:23Z 49.7K followers, [----] engagements
"$MPLX . MPLX LP beats by $0.11 beats on revs (55.32) Reports Q4 (Dec) earnings of $1.17 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $1.06; revenues rose 6.2% year/year to $3.25 bln vs the $3.18 bln FactSet Consensus. Co announced [----] organic growth capital plan of $2.4 bln. https://twitter.com/i/web/status/2018650228010963129 https://twitter.com/i/web/status/2018650228010963129"
X Link 2026-02-03T11:38Z 49.7K followers, [----] engagements
"$XOM . The Landman Trade.🤣. Exxon Mobil target raised to $145 at TD Cowen (138.36) TD Cowen raises their XOM tgt to $145 from $135. Analyst Jason Gabelman said "XOM underperformed off its print after a strong ytd run with chems disappointing and guide for elevated 1Q26 maintenance. However medium-term guidance was unchanged while FY26 Permian production appears light. M&A was not discussed though we wonder if the timing is right to execute another transaction given XOM equity strength. Maintain Top Pick raise PT to $145." https://twitter.com/i/web/status/2018650498585526273"
X Link 2026-02-03T11:39Z 49.7K followers, [----] engagements
"$CPRI . Its in the bag🤣😂. Capri Holdings beats by $0.03 beats on revs; guides FY26 EPS in-line revs in-line (23.14) Reports Q3 (Dec) earnings of $0.81 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.78; revenues fell 4.0% year/year to $1.02 bln vs the $1 bln FactSet Consensus. Co narrowsguidance for FY26 sees EPS of $1.30 to $1.40 from $1.20 to $1.40 excluding non-recurring items vs. $1.38 FactSet Consensus; sees FY26 revs of $3.45 bln to $3.475 bln from $3.375 bln to $3.45 bln vs. $3.46 bln FactSet Consensus."
X Link 2026-02-03T11:55Z 49.7K followers, [----] engagements
"$PNR . Pentair beats by $0.02 beats on revs; guides Q1 EPS below consensus revs below consensus; guides FY26 EPS in-line revs in-line (105.51) Reports Q4 (Dec) earnings of $1.18 per share $0.02 better than the FactSet Consensus of $1.16; revenues rose 4.9% year/year to $1.02 bln vs the $1.01 bln FactSet Consensus. Co issues downside guidance for Q1 sees EPS of $1.15-$1.18 excluding non-recurring items vs. $1.23 FactSet Consensus; sees Q1 revs growth of 1-2% equating to revenue of $1.02-$1.03 bln vs. $1.05 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $5.25-$5.40"
X Link 2026-02-03T11:58Z 49.7K followers, [----] engagements
"$GLXY . Galaxy Digital misses by $0.09 misses on revs (26.44) Reports Q4 (Dec) loss of $1.08 per share $0.09 worse than the FactSet Consensus of ($0.99); revenues fell 37.4% year/year to $10.24 bln vs the $12.01 bln FactSet Consensus. Digital Assets generated adjusted gross profit of $51 million and adjusted EBITDA of $(29) million reflecting a softer macro environment and lower industry trading volumes and onchain activity https://twitter.com/i/web/status/2018657009890128110 https://twitter.com/i/web/status/2018657009890128110"
X Link 2026-02-03T12:05Z 49.7K followers, [----] engagements
"$HUBB . Hubbell beats by $0.02 reports revs in-line; guides FY26 EPS in-line revs in-line (495.59) Reports Q4 (Dec) earnings of $4.73 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $4.71; revenues rose 11.9% year/year to $1.49 bln vs the $1.49 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $19.15-19.85 vs. $19.85 FactSet Consensus; sees FY26 revs of $7-9% yr/yr to $6.25-6.37 bln vs. $6.3 bln FactSet Consensus. https://twitter.com/i/web/status/2018664834565574811 https://twitter.com/i/web/status/2018664834565574811"
X Link 2026-02-03T12:36Z 49.8K followers, [----] engagements
"@gmorton512 $TER $PLTR $DVA $FN $GLXY $PYPL $RMBS . Yo Greg. ya might say that we are seeing a sequel. to the Good The Bad and the Ugly"😂🤣"
X Link 2026-02-03T13:29Z 49.7K followers, [---] engagements
"$MU . This stock is trading at $420. that must be a . sign .right"
X Link 2026-02-03T15:39Z 49.7K followers, [----] engagements
"$WBS . Webster Financial: Santander (SAN) agrees to buy WBS for $12.2 billion which will allow it to achieve a RoTE of 18% in the United States by [----] and create a stronger and more competitive bank for its customers (65.40 -0.60) This acquisition will make us one of the top ten retail and corporate banking entities in the United States by assets and one of the five largest deposit-taking entities in the main northeastern states of the country with a strengthened service offering for the customers of both banks. https://twitter.com/i/web/status/2018756004381646983"
X Link 2026-02-03T18:38Z 49.7K followers, [----] engagements
"@epictrades1 $CRWD $TWLO . The same thing happened in [----]. these are high valuation equities"
X Link 2026-02-03T18:41Z 49.7K followers, [----] engagements
"@chung55 $TOST . Would you say that TOST . is Burnt Toast🤣😂 who da fool recommending this junk"
X Link 2026-02-03T20:32Z 49.7K followers, [---] engagements
"$CSCO .CONGRATS . to all the longs at Cisco Systems. An all-time high today👍📈It only took [--] years🤣. I will always have a special place in my heart for John Chambers & the many friends who work/ed there"
X Link 2026-02-03T22:20Z 49.7K followers, [----] engagements
"@Pat1Hash8368 $CSCO that stock was one of the all-time big winners in the stock market I refer to that chart often"
X Link 2026-02-04T02:43Z 49.7K followers, [--] engagements
"$YUMC . um China beats by $0.10 beats on revs; provides outlook and capital return update (50.74) Reports Q4 (Dec) earnings of $0.40 per share $0.10 better than the FactSet Consensus of $0.30; revenues rose 8.8% year/year to $2.82 bln vs the $2.72 bln FactSet Consensus.Same-store sales grew 3% YoY the third consecutive quarter of growth. Same-store transactions grew 4% YoY the 12th consecutive quarter of growth. [----] Outlook - The Company targets:Total stores of over [-----] or more than [----] net new stores. 40-50% franchise mix of net new stores for both KFC and Pizza Hut. Capital expenditures"
X Link 2026-02-04T11:20Z 49.7K followers, [----] engagements
"$SWK . Stanley Black & Decker beats by $0.13 misses on revs; guides FY26 EPS in-line (80.96 +1.81) Reports Q4 (Dec) earnings of $1.41 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.28; revenues fell 1.0% year/year to $3.68 bln vs the $3.78 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $4.90-5.70 excluding non-recurring items vs. $5.63 FactSet Consensus.The Company is targeting free cash flow to be in the range of $700 to $900 million reflecting an increase of 16% at the midpoint. The Company announced a definitive agreement on"
X Link 2026-02-04T11:25Z 49.7K followers, [----] engagements
"$GEHC . GE HealthCare beats by $0.04 beats on revs; guides FY26 EPS above consensus (78.78) Reports Q4 (Dec) earnings of $1.44 per share excluding non-recurring items $0.04 better than the FactSet Consensus of $1.40; revenues rose 7.1% year/year to $5.7 bln vs the $5.61 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $4.95-5.15 excluding non-recurring items vs. $4.94 FactSet revenue growth of 3.0% to 4.0% year-over-year Adjusted EBIT margin of 15.8% to 16.1% reflecting an expansion of [--] bps to [--] bps year-over-year Free cash flow of approximately $1.7 billion Expect"
X Link 2026-02-04T11:28Z 49.7K followers, [----] engagements
"$SLAB . SLAB Shares of chip designer Silicon Laboratories SLAB.O jumps 32.6% to $181.15 premarket. The Chipmaker Texas Instruments TXN.O in advance talks to buy SLAB for about $7 bln source tells Reuters. TXN and SLAB did not immediately respond to Reuters' requests for comment. Potential deal comes as chipmakers benefit from surge in demand from technology companies ramping up compute infrastructure to power their AI ambitions. Deal could be announced in coming days source says. If finalized it would be TXN's biggest acquisition in over a decade."
X Link 2026-02-04T11:34Z 49.7K followers, [----] engagements
"$COR . pretty chart. Cencora beats by $0.03 reports revs in-line; reaffirms FY26 EPS guidance guides FY26 revs above consensus (361.75) Reports Q1 (Dec) earnings of $4.08 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $4.05; revenues rose 5.5% year/year to $85.93 bln vs the $86.06 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $17.45-17.75 excluding non-recurring items vs. $17.61 FactSet Consensus; sees FY26 revs of +7-9% yr/yr to $343.8-350.2 bln vs. $341.01 bln FactSet Consensus. https://twitter.com/i/web/status/2019014115059249359"
X Link 2026-02-04T11:44Z 49.7K followers, [----] engagements
"$RTX . Department of War🤔. RTX's Raytheon partners with Department of War on five landmark agreements to expand critical munition production (203.50) The Co. entered into five landmark framework agreements with the U.S. Department of War to significantly increase production capacity and speed deliveries of Land Attack and Maritime Strike variants of Tomahawk AMRAAM missiles Standard Missile-3 Block IB interceptors (SM-3 IB) Standard Missile-3 Block IIA interceptors and Standard Missile-6. As global demand for these precision munitions continues to grow these up-to-seven-year agreements"
X Link 2026-02-04T11:47Z 49.7K followers, [----] engagements
"$LLY . Eli Lilly beats by $0.63 beats on revs; guides FY26 EPS above consensus revs above consensus (1003.46) Reports Q4 (Dec) earnings of $7.54 per share excluding non-recurring items $0.63 better than the FactSet Consensus of $6.91; revenues rose 42.6% year/year to $19.29 bln vs the $17.94 bln FactSet Consensus.For Q4 [----] worldwide Mounjaro revenue increased 110% to $7.4 billion. U.S. revenue was $4.1 billion an increase of 57% reflecting strong demand partially offset by lower realized prices. Revenue outside the U.S. increased to $3.3 billion compared with $899 million in Q4 2024"
X Link 2026-02-04T11:49Z 49.7K followers, [----] engagements
"$ABBV . AbbVie beats by $0.06 beats on revs; guides FY26 EPS above consensus (225.63) Reports Q4 (Dec) earnings of $2.71 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $2.65; revenues rose 10.0% year/year to $16.62 bln vs the $16.41 bln FactSet net revenues from the immunology portfolio were $8.626 billion an increase of [----] percent on a reported basis. Global net revenues from the neuroscience portfolio were $2.961 billion an increase of [----] percent on a reported basis. Global net revenues from the oncology portfolio were $1.664 billion a decrease of 1.5"
X Link 2026-02-04T12:54Z 49.7K followers, [----] engagements
"$HOLX . Hologic receives FDA approval for Aptima HPV assay primary screening option expanding cervical health portfolio (74.63) Expanded FDA approval across multiple cervical cancer screening modalities supports clinical flexibility and provider choice"
X Link 2026-02-04T13:19Z 49.7K followers, [----] engagements
"$BUD . When Do You Say. Budweiser . When it makes new highs. like today😂🤣🍺🍻.Ill drink to that"
X Link 2026-02-04T15:04Z 49.7K followers, [----] engagements
"@Vera_Icona_23 @stamatoudism $LITE $COHR . Yo George. Thank you very much"
X Link 2026-02-04T15:20Z 49.7K followers, [---] engagements
"$BE Pulling back into the print tomorrow📉. everyone loved it on Tuesday📈👍. and hates it on Wednesday🤣"
X Link 2026-02-04T15:39Z 49.7K followers, [----] engagements
"$DJIA . Does everyone hav their Dow Jones Industrial Average [-----] hats/shirts🤣😂"
X Link 2026-02-04T15:47Z 49.7K followers, [----] engagements
"$BLBD . Blue Bird beats by $0.21 beats on revs; reaffirms FY26 revs guidance (49.69 -2.75) Reports Q1 (Dec) earnings of $1.00 per share excluding non-recurring items $0.21 better than the FactSet Consensus of $0.79; revenues rose 6.1% year/year to $333.08 mln vs the $326.87 mln FactSet Consensus. Co reaffirms guidance for FY26 sees FY26 revs of approximately $1.50 bln vs. $1.52 bln FactSet raises FY26 adj. EBITDA guidance to $225 mln. Additionally co is reiterating its long-term profit outlook towards an Adjusted EBITDA margin of 16%+ on $2 billion in revenue. http://Consensus.Co"
X Link 2026-02-04T21:08Z 49.7K followers, [----] engagements
"$KLIC . Kulicke & Soffa beats by $0.11 beats on revs; guides Q2 EPS above consensus revs above consensus (55.67 -1.53) Reports Q1 (Dec) earnings of $0.44 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $0.33; revenues rose 20.2% year/year to $199.7 mln vs the $190 mln FactSet Consensus. Co issues upside guidance for Q2 sees EPS of $0.60-0.74 excluding non-recurring items vs. $0.35 FactSet Consensus; sees Q2 revs of $220-240 mln vs. $191.45 mln FactSet Consensus. Lester Wong Kulicke & Soffa's Interim Chief Executive Officer and Chief Financial Officer stated"
X Link 2026-02-04T21:11Z 49.7K followers, [----] engagements
"$FLNC . OOPS. Fluence misses by $0.13 misses on revs; reaffirms FY26 revs guidance (28.99 -3.24) Reports Q1 (Dec) loss of $(0.34) per share $0.13 worse than the FactSet Consensus of ($0.21); revenues rose 154.4% year/year to $475.23 mln vs the $481.24 mln FactSet Consensus. Co reaffirms guidance for FY26 sees FY26 revs of $3.20-3.60 bln vs. $3.35 bln FactSet Consensus. "Accelerating data center growth utility demand and rising industrial loads continue to drive energy storage demand globally reflected in our pipeline which has grown by approximately 30% to $30 billion since September 2025""
X Link 2026-02-04T21:20Z 49.7K followers, [----] engagements
"$COHR . When the chart looks like this📈. ya cannot be in-line.now get in line😂🤣. Coherent beats by $0.08 beats on revs; guides Q3 EPS in-line revs in-line (211.12 -18.06) Reports Q2 (Dec) earnings of $1.29 per share excluding non-recurring items $0.08 better than the FactSet Consensus of $1.21; revenues rose 17.5% year/year to $1.69 bln vs the $1.64 bln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $1.28-1.48 excluding non-recurring items vs. $1.32 FactSet Consensus; sees Q3 revs of $1.70-1.84 bln vs. $1.71 bln FactSet Consensus.Gross margin percentage for the third"
X Link 2026-02-04T21:28Z 49.7K followers, [----] engagements
"@MalibuInvest $ELF . Yo Mr. Boom. I am so excited.😂🤣"
X Link 2026-02-04T21:50Z 49.7K followers, [---] engagements
"$TTMI . Q4 [----] Earnings Call Guidance Q1 [----] net sales: projected range of $770M to $810M. Q1 [----] non-GAAP EPS: projected range of $0.64 to $0.70 per diluted share. FY [----] total net sales: expected to increase in the range of 15% to 20% over [----] total net sales. Q1 [----] diluted share count assumption: approximately 106.7M shares including the dilutive effect of outstanding stock options and other stock awards. Q1 [----] SG&A expense: expected to be about 8.5% of net sales. Q1 [----] R&D expenditures: expected to be about 1% of net sales. Q1 [----] interest expense: expected to be approximately"
X Link 2026-02-04T22:38Z 49.7K followers, [----] engagements
"@VenkatP1359 $TTMI . Yo Venkat.That stock looks good"
X Link 2026-02-04T22:58Z 49.7K followers, [---] engagements
"$BMY . Bristol-Myers beats by $0.03 beats on revs; guides FY26 EPS above consensus revs in-line; increases dividend (57.62) Reports Q4 (Dec) earnings of $1.26 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $1.23; revenues rose 1.3% year/year to $12.5 bln vs the $12.28 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $6.05 to $6.35 excluding non-recurring items vs. $6.02 FactSet Consensus; sees FY26 revs of $46.0 bln to $47.5 bln vs. $44.18 bln FactSet Consensus. Dividend increased by 1.6% to $0.63."
X Link 2026-02-05T12:30Z 49.7K followers, [----] engagements
"$CMI . Cummins beats by $0.71 beats on revs; guides FY26 revs in-line (605.63 +2.94) Reports Q4 (Dec) earnings of $5.81 per share excluding non-recurring items $0.71 better than the FactSet Consensus of $5.10; revenues rose 1.1% year/year to $8.54 bln vs the $8.11 bln FactSet Consensus. Co issues in-line guidance for FY26 sees FY26 revs growing +3-8% which we compute as $34.68-36.36 bln vs. $35.01 bln FactSet Consensus. Co also guides to FY26 EBITDA margin of 17-18% up from 16% in 2025."In [----] we anticipate that demand will be slightly better in the North America on-highway truck markets"
X Link 2026-02-05T12:38Z 49.8K followers, [----] engagements
"$TPR .Its in the bags. apestry beats by $0.47 beats on revs; raises FY26 EPS above consensus revs above consensus; increases share buyback plan for FY26(129.92) Reports Q2 (Dec) earnings of $2.69 per share excluding non-recurring items $0.47 better than the FactSet Consensus of $2.22; revenues rose 14.0% year/year to $2.5 bln vs the $2.32 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $6.40-6.45 vs. $5.68 FactSet Consensus and prior guidance of $5.45-5.60; sees FY26 revs of over $7.75 bln vs. $7.4 bln FactSet Consensus and prior guidance for revenues in the area of $7.3"
X Link 2026-02-05T13:01Z 49.7K followers, [----] engagements
"$RL . Ralph Lauren beats by $0.40 beats on revs; Guides for Q4 revenue to increase approximately mid-single digits on a constant currency basis (354.70) Reports Q3 (Dec) earnings of $6.22 per share excluding non-recurring items $0.40 better than the FactSet Consensus of $5.82; revenues rose 12.2% year/year to $2.41 bln vs the $2.31 bln FactSet Consensus. Global Direct-to-Consumer comparable store sales grew high-single-digits driven by balanced growth across stores and digital; Global wholesale sales increased double-digits. North America revenue in the third quarter increased 8% to $1.1"
X Link 2026-02-05T13:11Z 49.7K followers, [----] engagements
"@MalibuInvest $LLY"
X Link 2026-02-05T13:18Z 49.7K followers, [---] engagements
"$SIRI . Sirius XM reports Q4 (Dec) results revs in-line; guides FY26 revs in-line (20.73) Reports Q4 (Dec) earnings of $0.24 per share may not be comparable to the FactSet Consensus of $0.78; revenues rose 0.1% year/year to $2.19 bln vs the $2.17 bln FactSet Consensus. "As we look to [----] our focus remains on financial discipline a low-to-mid 3x leverage ratio and continued free cash flow growth toward our $1.5 billion [----] objective." Co issues in-line guidance for FY26 sees FY26 revs of $8.5 bln vs. $8.55 bln FactSet Consensus. Adjusted EBITDA of approximately $2.6 billion and Free cash"
X Link 2026-02-05T13:23Z 49.7K followers, [----] engagements
"$AEO . The daily American Eagle post. hey. at least it is not crashing like some others"
X Link 2026-02-05T15:04Z 49.7K followers, [----] engagements
"$ALL $CB .Insurance stocks making new highs. yeah Are you excited. Look at your insurance statement"
X Link 2026-02-05T18:27Z 49.8K followers, [----] engagements
"$TPR . It must be the shoes🤔🤔 .errr. Oh no. it is all in the bags😂🤣"
X Link 2026-02-05T18:39Z 49.7K followers, [----] engagements
"$GOLD . halted. news pending"
X Link 2026-02-05T20:30Z 49.7K followers, [----] engagements
"$BE . Bloom Energy beats by $0.14 beats on revs; guides FY26 EPS above consensus revs above consensus(136.60-10.75) Reports Q4 (Dec) earnings of $0.45 per share excluding non-recurring items $0.14 better than the FactSet Consensus of $0.31; revenues rose 35.9% year/year to $777.68 mln vs the $648.5 mln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $1.33-1.48 excluding non-recurring items vs. $1.12 FactSet Consensus; sees FY26 revs of $3.1-3.3 bln vs. $2.55 bln FactSet Consensus. https://twitter.com/i/web/status/2019539966255329527"
X Link 2026-02-05T22:33Z 49.7K followers, [----] engagements
"$RBLX . Roblox Co beat by $0.02; beat on revs; sees Q1 revs in line; sees FY26 revs above consensus (60.54 -2.53) Reports Q4 (Dec) loss of $0.45 per share $0.02 better than the FactSet Consensus of ($0.47); revenues rose 43.2% year/year to $2.2 bln vs. $2.08 bln FactSet Consensus. Co reports Q4 DAUs +69% yr/yr to [---] million. Co reports Q4 bookings of $2.2 billion up 63% yr/yr. Co issues guidance for Q1 sees Q1 revs of $1.69-1.74 bln vs. $1.72 bln FactSet Consensus. Co issues upsideguidance for FY26 sees FY26 revs of $8.282-8.553 bln vs. $8.02 bln FactSet Consensus."
X Link 2026-02-05T22:36Z 49.7K followers, [----] engagements
"@MaggieL04160525 $TPR . Yo Maggie. apparently. you are not the only one who likes Coach and Kate Spade brands. what a stock"
X Link 2026-02-05T23:41Z 49.7K followers, [--] engagements
"@headquarters_67 Do a better job and you might win at this point you have alienated 70% of the country do better"
X Link 2026-02-06T01:15Z 49.6K followers, [----] engagements
"@Crismo999 @MalibuInvest $ELF🤣😂🤣😂"
X Link 2026-02-06T01:21Z 49.7K followers, [--] engagements
"$NVT . nVent Electric reports EPS in-line beats on revs; guides FY26 EPS in-line revs above consensus (113.87) Reports Q4 (Dec) earnings of $0.90 per share excluding non-recurring items in-line with the FactSet Consensus of $0.90; revenues rose 41.9% year/year to $1.07 bln vs the $1 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $4.00-4.15 excluding non-recurring items vs. $4.07 FactSet Consensus; sees FY26 revs of +15-18% yr/yr to $4.48-4.59 bln vs. $4.42 bln FactSet Consensus. https://twitter.com/i/web/status/2019741019034485097"
X Link 2026-02-06T11:52Z 49.8K followers, [----] engagements
"$BIIB . Biogen beats by $0.36 beats on revs; guides FY26 EPS above consensus (185.36) Reports Q4 (Dec) earnings of $1.99 per share $0.36 better than the FactSet Consensus of $1.63; revenues fell 7.2% year/year to $2.28 bln vs the $2.2 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $15.25-16.25 excluding non-recurring items vs. $14.93 FactSet Consensus.Expect full year [----] total revenue to decline by a mid-single digit percentage versus full year [----] https://twitter.com/i/web/status/2019746368114524587 https://twitter.com/i/web/status/2019746368114524587"
X Link 2026-02-06T12:13Z 49.7K followers, [----] engagements
"$IMVT . Immunovant Sciences reports Q3 (Dec) results (24.06) Reports Q3 (Dec) loss of $0.61 per share may not be comparable to the FactSet Consensus of ($0.71). Research and development (R&D) expenses were $98.9 million for the three months ended December [--] [----] compared to $94.5 million for the three months ended December [--] [----]. The increase was primarily due to activities related to our clinical trials of IMVT-1402 including contract manufacturing costs and elevated personnel-related expenses. The increase was partially offset by lower overall costs related to our batoclimab pivotal"
X Link 2026-02-06T12:21Z 49.7K followers, [----] engagements
"$UI . Ubiquiti beats by $0.80 beats on revs (576.00) Reports Q2 (Dec) earnings of $3.88 per share excluding non-recurring items $0.80 better than the single analyst estimate of $3.08; revenues rose 35.8% year/year to $814.9 mln vs the $726.81 mln single analyst estimate"
X Link 2026-02-06T12:48Z 49.7K followers, [----] engagements
"$UAA . Under Armour beats by $0.10 beats on revs; guides FY26 EPS above consensus revs above consensus(6.28) Reports Q3 (Dec) earnings of $0.09 per share excluding non-recurring items $0.10 better than the FactSet Consensus of ($0.01); revenues fell 5.2% year/year to $1.33 bln vs the $1.31 bln FactSet Consensus.North America revenue declined 10% to $757 million while international revenue increased 3% to $577 million (up 1% currency neutral). Within international markets EMEA revenue grew 6% (up 2% currency neutral) Asia-Pacific declined 5% (down 5% currency neutral) and Latin America"
X Link 2026-02-06T12:53Z 49.7K followers, [----] engagements
"$POST . The Grape Nuts trade. Post beats by $0.44 reports revs in-line (104.41 -0.06) Reports Q1 (Dec) earnings of $2.13 per share excluding non-recurring items $0.44 better than the FactSet Consensus of $1.69; revenues rose 10.2% year/year to $2.18 bln vs the $2.17 bln FactSet Consensus. Post management raised its guidance range for fiscal year [----] Adjusted EBITDA to $1550-$1580 million from $1500-$1540 million. Post management expects fiscal year [----] capital expenditures to range between $350-$390 million which includes continued Foodservice investment in cage-free egg facility expansion"
X Link 2026-02-06T12:56Z 49.7K followers, [----] engagements
"$PI . Oh My .what happened to PI.Impinj misses by $0.01 reports revs in-line; guides Q1 EPS below consensus revs below consensus (153.83 +1.61) Reports Q4 (Dec) earnings of $0.50 per share excluding non-recurring items $0.01 worse than the FactSet Consensus of $0.51; revenues rose 1.4% year/year to $92.85 mln vs the $92.32 mln FactSet Consensus. Co issues downside guidance for Q1 sees EPS of $0.08-$0.13 excluding non-recurring items vs. $0.39 FactSet Consensus; sees Q1 revs of $71-$74 mln vs. $90.47 mln FactSet Consensus. https://twitter.com/i/web/status/2019761872015335497"
X Link 2026-02-06T13:15Z 49.7K followers, [----] engagements
"@gmorton512 @marketsurge $MDLN . Yo Greg. I was scanning that chart last night. and. it appears ready for liftoff""
X Link 2026-02-06T13:37Z 49.8K followers, [----] engagements
"@ballerdk22 $PI $MOH $DOCS . Oh man. that is painful. There is a race today as to which of these three stocks will lose the greatest percentage"
X Link 2026-02-06T13:56Z 49.7K followers, [---] engagements
"@gmorton512 $MDLN . Yes"
X Link 2026-02-06T18:45Z 49.7K followers, [---] engagements
"$STRL . This stock is Sterling"
X Link 2026-02-06T19:06Z 49.7K followers, [----] engagements
"$VIK $STRL $VRT $ALGM $BTU . I came into this week defensive as many leaders are/were extended.only had [--] stocks on the ready list & all up nicely while the Nasdaq is down 2%. Whistling past the graveyard🤣😂"
X Link 2026-02-06T20:40Z 49.7K followers, [----] engagements
"$MU . just a reminder for next week. Wolfe Research Auto Tech and Semiconductor Conference (February 10-11) Scheduled to appear: MU .Micron pulled back to its [--] day line this week"
X Link 2026-02-06T20:45Z 49.7K followers, [----] engagements
"@genosdenim $MU . This is a strong stock. and a pull back to its [--] day like last week was a was what the doctor ordered. give the shorts some confidence. before getting their faces ripped off next week😂🤣"
X Link 2026-02-06T21:13Z 49.7K followers, [---] engagements
"@smartertrader $MU . They will need to raise guidance significantly. It is only a matter of time. I can wait"
X Link 2026-02-06T21:19Z 49.7K followers, [----] engagements
"@vwap88 $TTMI $COHR $BE I believe Bloom Energy takes a similar path to TTMI COHR we shall see"
X Link 2026-02-07T01:51Z 49.7K followers, [---] engagements
"Weekly Review. https://www.youtube.com/watchv=qlKDG767qtE https://www.youtube.com/watchv=qlKDG767qtE"
X Link 2026-02-07T15:33Z 49.7K followers, [----] engagements
"$ALGM $VRT $VIK $STRL . We had some winners last week at and no losses (which is rare). That is good stock picking. Check us out this week you get a 25% discount. Learn the system. http://mcstockcharts.com http://mcstockcharts.com"
X Link 2026-02-07T15:45Z 49.8K followers, [----] engagements
"$BMY Yo Shari you are welcome I am pretty surprised by the strength of this move congrats"
X Link 2026-02-07T16:28Z 49.7K followers, [----] engagements
"@FloridaTrader2 $STRL . Awesome👍👍. gotta start somewhere💯. Setting up nicely"
X Link 2026-02-07T18:45Z 49.7K followers, [--] engagements
"@pisani777 $VRT .yes"
X Link 2026-02-07T18:47Z 49.7K followers, [--] engagements
"@jack_oconnor34 $SNDK The shakeout last week from $725 down to $562 was a 23% move lower. The stock recovered and closed above its five day line. I doubt you get a better shakeout than that I will be impressed if it can hang above the $600 level for a bit. I doubt it forms a base"
X Link 2026-02-07T18:51Z 49.7K followers, [---] engagements
"@MalibuInvest $MU. Yo Mr. Boom . I am not sure about IBD . However Micron is my number one stock😂🤣"
X Link 2026-02-07T23:13Z 49.7K followers, [---] engagements
"@MalibuInvest $BROS Yo Mr. Boom . You are correct There are many stocks reporting next week 💯. But there is only one that matters🤣😂"
X Link 2026-02-07T23:16Z 49.7K followers, [---] engagements
"@dullesparis @Chartfest1 Yo Teddy I guess you have not seen me play🤣😂 That course (TPC Scottsdale) is pretty nice I am only allowed to play after the PGA leaves town & they let me on the course for $500😂🤣🏌♂⛳"
X Link 2026-02-07T23:28Z 49.7K followers, [--] engagements
"$UPS $FDX $LUV $DAL . Air Freight and flying machines getting some love too. "You are free to move about the country"🤣😂"
X Link 2026-02-08T14:15Z 49.8K followers, [----] engagements
"$RPM $HUN $DD $PPG . What is up with these chemical stocks . The prices of their stocks are up for sure. we need chemicals🤣😂RPM had only [--] CEOs in [--] years of business. the Sullivan family business"
X Link 2026-02-08T14:20Z 49.7K followers, [----] engagements
"@MalibuInvest Yo Mr. Boom. Well then. if you put it that way. all of us degenerate traders are rooting for the Seattle Seahawks .🤣😂 The Big Cat is not gonna let us down✌"
X Link 2026-02-08T14:27Z 49.7K followers, [---] engagements
"@AndyFanter Justin Wolfers is a pretty sharp cat. Data Centers are great for the construction industry. but. once they are built. do they employ many people"
X Link 2026-02-08T15:14Z 49.7K followers, [---] engagements
"@bluechipdaily $PLTR . it had a great run💯📈. But. I am not interested in stocks below all moving averages"
X Link 2026-02-08T15:16Z 49.7K followers, [---] engagements
"@dimitrisnatsis $HUN . They look terrible💯. but the stock rallied 24% last week and this market does not seem to care about fundamentals"
X Link 2026-02-08T23:14Z 49.7K followers, [---] engagements
"@DBclouds99 $FSLR . Yo Dan. It sure has💯. They are scheduled to report earnings on February [--]. maybe a catalyst"
X Link 2026-02-09T01:19Z 49.7K followers, [--] engagements
"$MU . Samsung Electronics Co. Ltd. (OTC:SSNLF) is stepping deeper into the race for next-generation AI memory chips as the sixth-generation high-bandwidth memory (HBM4) supply battle tightens around a smaller group of major players. HBM4 Supply Narrows To Samsung And SK Hynix SemiAnalysis reported that Nvidia Corp. (NASDAQ:NVDA) plans to source HBM4 for its next-generation "Vera Rubin" AI chips almost entirely from SK Hynix and Samsung with Micron Technology Inc. (NASDAQ:MU) no longer in the mix. The firm cut Micron's projected HBM4 share for Vera Rubin to zero and now expects SK Hynix to"
X Link 2026-02-09T11:14Z 49.7K followers, [----] engagements
"$SBH . Sally Beauty beats by $0.02 reports revs in-line; guides Q2 EPS in-line revs in-line; narrows FY26 EPS reaffirms FY26 revs guidance (16.16) Reports Q1 (Dec) earnings of $0.48 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $0.46; revenues rose 0.6% year/year to $943.2 mln vs the $940.23 mln FactSet Consensus. Co issues in-line guidance for Q2 sees EPS of $0.39-0.42 excluding non-recurring items vs. $0.45 FactSet Consensus; sees Q2 revs of $895-905 mln vs. $898.48 mln FactSet Consensus. Co issues guidance for FY26 narrows EPS to $2.02-2.10 from"
X Link 2026-02-09T11:50Z 49.7K followers, [----] engagements
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