@Stephanie_Link Stephanie Link

Stephanie Link posts on X about china, $bac, $wfc, $amzn the most. They currently have [-------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

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Social Influence

Social category influence stocks cryptocurrencies finance technology brands countries fashion brands celebrities musicians automotive brands financial services #1727

Social topic influence china, $bac #10, $wfc #25, $amzn #456, ibm, $ibm, $ge, $ba, $gs #26, $axp

Top accounts mentioned or mentioned by @cnbc @squawkcnbc @cnbcclosingbell @halftimereport @stephanielink @technology @shark_west @divestech @cnbcwex @afuntanilla @cnbcovertime @elonmusk @barronsonline @kellycnbc @business @atlantafed @joesquawk @oracleofwallst @sullycnbc @stocks2000

Top assets mentioned Basis Cash (BAC) Wells Fargo & Co (WFC) Amazon.com, Inc. (AMZN) IBM (IBM) General Electric Company (GE) Boeing Co (BA) GammaSwap (GS) American Express Company (AXP) Schlumberger NV (SLB) SPX6900 (SPX) Costco Hot Dog (COST) Broadcom, Inc. (AVGO) Morgan Stanley (MS) Metadium (META) Starbucks Corporation (SBUX) GE Vernova Inc. (GEV) Electroneum (ETN) TJX Companies, Inc. (TJX) Quanta Services Inc (PWR) Target Corporation (TGT) Rockwell Automation (ROK) 3M Co (MMM) Toll Brothers, Inc. (TOL) D R Horton Inc (DHI) JPMorgan Chase (JPM) Vertiv Holdings Co (VRT) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Home Depot, Inc. (HD) Zoetis Inc (ZTS) Snowflake Inc. (SNOW) Convex Finance (CVX) Cummins Inc. (CMI) Las Vegas Sands Corp. (LVS) UnitedHealth Group (UNH) Lam Research Corporation (LRCX) Alphabet Inc Class A (GOOGL) Nike Inc (NKE) Oxygen (OXY) CatCoin (CAT) Palo Alto Networks Inc (PANW) NextEra Energy Inc (NEE) ELYSIA (EL) Lowes Companies Inc (LOW) Walmart, Inc. (WMT) Selfkey (KEY) Coca-Cola Co (KO) Story (IP) Discover Financial Services (DFS) Exxon Mobil (XOM) Crowdstrike Holdings Inc (CRWD) Freeport-McMoRan Inc (FCX) Diamondback Energy Inc (FANG) Huntington Bancshares Incorporated (HBAN) Capital One Financial Corp. (COF) Gap Inc (GAP) Elanco Animal Health Incorporated Common Stock (ELAN) Dell Technologies, Inc. (DELL) DisChain (DIS) Johnson Controls International, PLC. (JCI) Truist Financial Corp (TFC)

Top Social Posts

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

"Continuation of solid economic data this week w NFP 3.7% AHE 4.3% UE + stable weekly initial claims + solid inflation progress w CPI Core PCE 4Q ECI. $BAC $WFC $GS supportive of consumer and corporate health. Showing up in GDP +4.3%. Broadening continuing $SPW up 5% ytd vs $SPX flat. Enjoy: Santana - Hold On https://twitter.com/i/web/status/2022425091016196322 https://twitter.com/i/web/status/2022425091016196322"
X Link 2026-02-13T21:38Z 204.3K followers, 10.6K engagements

"Great conversation today on @CNBCClosingBell this afternoon. A lot of discussion and debate around AI and the opportunities and disruptions https://www.cnbc.com/video/2026/02/13/watch-cnbcs-full-interview-with-the-closing-bell-panel.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2026/02/13/watch-cnbcs-full-interview-with-the-closing-bell-panel.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2026-02-14T00:04Z 204.3K followers, 10.4K engagements

"Latest Federal Reserve H.8 data rose the 3rd straight week. C&I loan growth increased for the 4th consecutive week and posted its largest weekly increase since the [----] COVID spike. Bank loan activity = growth"
X Link 2026-02-16T01:32Z 204.3K followers, 14.9K engagements

"New bank capital rules coming which will free up more excess capital at the same time when capital mkts & loan demand are improving. Large cap banks have $175B in excess capital which will go to $250B+ post GSIB & Basel Endgame. $BAC $WFC $MS $TFC $C"
X Link 2026-02-17T14:43Z 204.3K followers, 16.1K engagements

"$JPM raises NII guide by $2B to $91B [----] NII ex-Markets guide - finally tailwinds for NII. $BAC $WFE $XLF"
X Link 2024-05-20T12:08Z 204.2K followers, [----] engagements

"Big kudos to @cnbc with Pippa Stevens segment on uranium mining and the LT growth profile ahead. Excellent commentary all day long - with great perspective. The surge in uranium mining: Here's what to know https://cnb.cx/4gwvzvR https://cnb.cx/4gwvzvR"
X Link 2024-12-11T21:40Z 204.2K followers, 24.6K engagements

"$META: higher expenses as x @ $162B but higher revs in 4Q +24% and 1Q rev guide @ $53.5-$56.5B vs $51.2B x. Monitization happening w ad impressions +18% px/ad +6% ave Family of Apps +7%. 1x PEG attractive valuation & stock still down 15% from highs"
X Link 2026-01-29T02:15Z 204.2K followers, 17.7K engagements

"Monthly Chase credit card data: Total spending growth for Jan accelerated vs. Dec. January total spending is up 5.0% Y/Y through January [--] above Decembers figure of 2.8%"
X Link 2026-02-02T09:43Z 204.2K followers, 16.1K engagements

"$TER: Nice beat and raise w EPS 32% ahead of X. TR rose 44% y/y and EPS ahead of cos high end guide. Strength in AI memory semi testing robotics - which is still in early innings"
X Link 2026-02-02T22:31Z 204.2K followers, 12.3K engagements

"Another reminder from one of the all time greats. Timeless"
X Link 2025-04-05T23:26Z 204.3K followers, 413.9K engagements

"$AHT.L: seeing tailwinds from strong construction starts & the Dodge momentum index - construction put-in-place are at/near record levels and +13% y/y. Non-resi cycle has de-linked from residential driven by reshoring and government spending acts $URI"
X Link 2023-03-07T12:39Z 204.3K followers, [----] engagements

"@OracleofWallSt We should always challenge each other - that's what makes a market. Thanks for your input as well"
X Link 2023-05-17T23:56Z 204.3K followers, [---] engagements

"Have a lovely weekend Merry Christmas and the rest of the holiday season. Thank you for the support and conversations. Much to be thankful for. See you next year. Happy one to all Brandi Carlile - Hallelujah"
X Link 2025-12-19T22:00Z 204.3K followers, 19.3K engagements

"$GOOGL: mind boggling - FY26 capex guide $175B - $185B or 100% growth in [----] vs $91B y/y. Investments are expected to ramp over the year to further monetize. + $AVGO which is down 25% post excellent Q in Dec"
X Link 2026-02-05T01:08Z 204.3K followers, 40.1K engagements

"$ROK: EPS beat and up 50% y/y TR beat and up 12% org g up 10% OM up 160bps y/y and NI up 48%. Slightly raise guide vs high expectations - still a great story LT"
X Link 2026-02-05T13:30Z 204.3K followers, [----] engagements

"$EL: Beat EPS TR Margins Org growth - supports the T/A story. EPS up 43% Org g up 4% vs -6% y/y GM up [--] bps y/y with China growth up 12% and EUKEM up 9%. Conserve guide vs high expectations. Still think the LT T/A is in early innings"
X Link 2026-02-05T13:35Z 204.3K followers, [----] engagements

"Such a great Q for $AMZN w NA+ [--] Intl +17 AWS +24 and Adv +23. But: year ahead capex up 86% - WOW"
X Link 2026-02-05T23:38Z 204.3K followers, 47.3K engagements

"I'm really excited to be part of this amazing event. Please join me in-person for CNBC Pro LIVE: Wealth for Women a special live event on May 28th at the Nasdaq MarketSite in NYC. Here's a special link for you to get your ticket: http://CNBC.com/ProLiveLink http://CNBC.com/ProLiveLink"
X Link 2026-02-06T20:40Z 204.3K followers, [----] engagements

"While most of us are benchmarked vs $SPX it is still great to see $DJIA surpass $50K - which shows diversification under way. Have a dance this weekend and enjoy Dancing Queen - ABBA"
X Link 2026-02-06T22:22Z 204.3K followers, 14.7K engagements

"So fun to be on this afternoon @CNBCClosingBell @CNBC with $DJIA at $50K. https://www.cnbc.com/video/2026/02/06/watch-cnbcs-full-interview-with-the-closing-bell-panel.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2026/02/06/watch-cnbcs-full-interview-with-the-closing-bell-panel.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2026-02-07T00:57Z 204.3K followers, 20.6K engagements

"So pretty Great time at the daddy daughter dance last night with these two 😍 https://t.co/ia5z7SMBjq Great time at the daddy daughter dance last night with these two 😍 https://t.co/ia5z7SMBjq"
X Link 2026-02-07T20:54Z 204.3K followers, 21.7K engagements

"Pro-growth fiscal and monetary policies likely to continue in Japan https://www.bloomberg.com/news/live-blog/2026-02-08/japan-general-electionai=eyJpc1N1YnNjcmliZWQiOnRydWUsImFydGljbGVSZWFkIjpmYWxzZSwiYXJ0aWNsZUNvdW50IjowLCJ3YWxsSGVpZ2h0IjoxfQ== https://www.bloomberg.com/news/live-blog/2026-02-08/japan-general-electionai=eyJpc1N1YnNjcmliZWQiOnRydWUsImFydGljbGVSZWFkIjpmYWxzZSwiYXJ0aWNsZUNvdW50IjowLCJ3YWxsSGVpZ2h0IjoxfQ=="
X Link 2026-02-08T15:03Z 204.3K followers, [----] engagements

"Worth a read as AI will drive more automation robotics w quantum compute accelerating on this theme. $ROK $APTV $TER $IBM https://www.barrons.com/articles/robot-stocks-tesla-nvidia-gm-ford-ai-humanoid-6629c2c3st=rc76uy https://www.barrons.com/articles/robot-stocks-tesla-nvidia-gm-ford-ai-humanoid-6629c2c3st=rc76uy"
X Link 2026-02-08T21:27Z 204.3K followers, 12.8K engagements

"$BAC: CEO says consumers spent 5% more in January vs last yr. Sees no signs of consumer stress"
X Link 2026-02-10T15:30Z 204.3K followers, 16.1K engagements

"$GS: CEO says M&A to be meaningfully above [--] yr average - CEOs prioritizing scale and competitive positioning"
X Link 2026-02-10T15:36Z 204.3K followers, [----] engagements

"$VRT: data center story alive and well - Orders came in at $8.4bn up 252% Y/Y and +117% Q/Q crushing expectations for roughly $4bn. Backlog stands at $15bn vs. more bullish bogeys in the $10.5-11bn range"
X Link 2026-02-11T12:06Z 204.3K followers, 33.1K engagements

"A few interesting mkt observations YTD: the sector outperformers are led by the smallest weightings in $SPX while the Mag [--] is -7% $WMT is +12% vs software -22% and $AMZN down [--] days in a row - 1st time in [--] yrs"
X Link 2026-02-16T15:37Z 204.3K followers, 24.2K engagements

"$AXP: Jan US loan growth +7.6% y/y up 41bps m/m US consumer +8.7% y/y & SMB +4.3% y/y. Losses better and down 3.3% y/y and 5.9% q/q. Overall 1Q loan growth of 9% is ahead by [--] bps. #consumer"
X Link 2026-02-17T18:56Z 204.3K followers, [----] engagements

"So excited to be starting a new role at @HightowerAdvsor leading the Investment Solutions group. As Chief Investment Strategist & Portfolio Manager I will be supporting advisors with portfolio consulting research & analysis and running my own portfolio. https://www.prnewswire.com/news-releases/hightower-names-stephanie-link-chief-investment-strategist-and-portfolio-manager-301081816.htmltc=eml_cleartime https://www.prnewswire.com/news-releases/hightower-names-stephanie-link-chief-investment-strategist-and-portfolio-manager-301081816.htmltc=eml_cleartime"
X Link 2020-06-23T13:30Z 199.5K followers, [---] engagements

"Let's put this into perspective: YTD $XLK up 30% $RLG (Russell 1K growth) up 25% and $RLV down (Russell 1K value) down 11%. Of the cyclical sectors only $XLY has kept up - sort of - at up 18% thanks to $AMZN which is up 82%"
X Link 2020-09-03T21:22Z 201.5K followers, [--] engagements

"Interesting tidbit from $JPMs card division: purchase volumes rose 20% q/q and DQs fell 14bps q/q. Good combination. $AXP $DFS"
X Link 2020-10-13T13:44Z 202.4K followers, [--] engagements

"The last broad-based upturn in Semis was [----] - since then: 250+ fewer chip companies thru M&A +content growth of chips in non-tradl markets Semi Rev/Auto +60% since more outsourcing - TSMC trailing edge up from 50% to 75% of Rev since lean inventory in auto & industrial"
X Link 2021-02-12T02:29Z 202.5K followers, [--] engagements

"Been with $NXPI for a while on auto and contactless pay theme. But what a nice gross margin surprise - 54.2% - up 130bps q/q and 240bps y/y. This mgmt has consistently guided low beaten X and guided higher. Exactly the kind of story a LT investor appreciates. $winner"
X Link 2021-04-27T08:00Z 202.3K followers, [--] engagements

"Great companies find wins even in hard times: $TJX reinstates share BB - with its px clearly value here. Will BB approximately $1B to $1.25B in F/22 and has approximately $3B remaining under its existing stock repurchase programs. Comps tacking to F/22 open only stores"
X Link 2021-05-27T23:32Z 202.5K followers, [--] engagements

"In mid-May $RLV$RLG by 12% YTD. Since then the gap has narrowed to even. #rotation2021"
X Link 2021-07-19T18:53Z 201.5K followers, [--] engagements

"Unbelievable: Ledecky May Owe U.S. $44000 in Taxes for Olympics Glory https://assets.bwbx.io/s3/readings/QXFVB4DWX2PT1628355398778.mp3 https://assets.bwbx.io/s3/readings/QXFVB4DWX2PT1628355398778.mp3"
X Link 2021-08-08T12:29Z 203.2K followers, [--] engagements

"$RLV $RLG again today by [---] bps. Both tied for YTD performance but the [----] "year of the rotation" has had many ebbs and flows under the surface. The $3.8T in spendable liquid assets relative to pre-Covid has to go somewhere - and will"
X Link 2021-09-27T20:52Z 201.5K followers, [--] engagements

"The U.S. will release crude oil from its Strategic Petroleum Reserve in concert with China Japan India and South Korea in a bid to bring down prices via @markets https://www.bloomberg.com/news/articles/2021-11-23/u-s-announces-coordinated-oil-release-that-may-draw-ire-of-opec https://www.bloomberg.com/news/articles/2021-11-23/u-s-announces-coordinated-oil-release-that-may-draw-ire-of-opec"
X Link 2021-11-23T12:37Z 202.8K followers, [---] engagements

"Continue to watch $RLV vs $RLG - last [--] days VG. Today by 40bps. Fed pivot and now we await CPI PPI next week"
X Link 2021-12-06T21:37Z 201.5K followers, [--] engagements

"$RLV +31bps vs $RVG [----] bps - the rethink and reflection from yesterday's Fed and today's BOE"
X Link 2021-12-16T20:35Z 203K followers, [--] engagements

"It's early yet but worth watching: YTD $RLG -4.36% vs $RLV +1%"
X Link 2022-01-07T17:32Z 203K followers, [--] engagements

"This is what they call mean reversion today: $RLG +364 vs $RLV +170. Not sure it's this easy"
X Link 2022-03-10T02:31Z 203.1K followers, [--] engagements

"$BAC aggregate credit and debit card spend was up 11% y/y in March. Card spend per household was up 6.7% y/y - consumer momentum continues"
X Link 2022-04-06T12:04Z 202.9K followers, [---] engagements

"A fun afternoon talking with @CNBCOvertime @ScottWapnerCNBC about $TWTR $IBM $WFC. https://www.cnbc.com/video/2022/04/14/i-would-vote-for-elon-musk-taking-over-says-hightowers-stephanie-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2022/04/14/i-would-vote-for-elon-musk-taking-over-says-hightowers-stephanie-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2022-04-14T22:11Z 202.6K followers, [--] engagements

"Double digit software/cloud for 12x earnings with a 5% yield. Worth paying attention to especially given the other crowded cloud plays at much loftier multiples and zero yield. $IBM"
X Link 2022-04-19T21:29Z 202.9K followers, [---] engagements

"$RLG down 26.4% YTD vs $RLV down 9.8%. Neither feel good but the relative is an important tell"
X Link 2022-05-12T00:50Z 203K followers, [--] engagements

"$PTON: CFO resigns after recent CEO departure. What a complete about-face in IPO management and strategy. Not to mention valuation and confidence"
X Link 2022-06-06T21:20Z 202.9K followers, [---] engagements

"Anything at .9x book is worth a look. $WFC down ytd but relative OP vs a lot of safety ideas"
X Link 2022-06-26T18:22Z 203.1K followers, [---] engagements

"$NKE is quality on sale: beat on revs/eps with DTC + 11% cc Wholesale -3% cc in the face of supply chain and regional data v strong: EMEA 25% APLA 43% and NA 5%. BB of $18B - sign of confidence. In the face of horrible discretionary data in the past month - they are heros"
X Link 2022-06-28T00:51Z 202.6K followers, [---] engagements

"Germany's largest landlord to reduce heating for tenants to save energy https://www.reuters.com/business/energy/germanys-largest-landlord-reduce-heating-tenants-save-energy-2022-07-07/ https://www.reuters.com/business/energy/germanys-largest-landlord-reduce-heating-tenants-save-energy-2022-07-07/"
X Link 2022-07-08T17:59Z 202.7K followers, [--] engagements

"$IBM: Constant Currency is more important to see for underlying demand - all were strong: Software +12% (RHT +17%) Infra +25% Consult +18%. FCF $3.3B YTD in line. 14.3x w 4.8% yield and a total pivot from mgmt to find growth and deliver. Quite different vs other techs"
X Link 2022-07-18T21:21Z 203.5K followers, [---] engagements

"Additional add: $OXY Berkshire Hathaway discloses another purchase of 6.7M shares. Small absolute but in total meaningful. +20% holding"
X Link 2022-08-08T23:41Z 203K followers, [---] engagements

"OPEC+ cut. https://www.bloomberg.com/news/articles/2022-09-05/saudis-say-opec-will-remain-proactive-after-agreeing-output-cut https://www.bloomberg.com/news/articles/2022-09-05/saudis-say-opec-will-remain-proactive-after-agreeing-output-cut"
X Link 2022-09-05T22:51Z 201.5K followers, [--] engagements

"Interesting under the surface action today: $RLV outperforming $RLG by [--] bps. YTD it's outperforming by [----] bps. Leadership change all year"
X Link 2022-10-13T19:52Z 203K followers, [--] engagements

"There is serious catch up carnage happening in large cap "safe" tech: Today - $AAPL -4% $AMZN -4% $MSFT -3% $GOOG -4% $META -1.8%. Meanwhile $XLE +1.85% $XLI +1.05% $XLB +.75%. $SPX down just 1.06%. Regime change continues. #valuevsgrowth"
X Link 2022-11-04T00:26Z 200.1K followers, [---] engagements

"Seeing more and more strategist lower $SPX estimates for [----] (finally and where have they been) to $180-$190. Keep in mind the [--] yr average is $184 and equities just fell 20%+ last year - discounting a lot already"
X Link 2023-01-02T23:01Z 202.7K followers, 157.8K engagements

"$OXY: doing what they said they would w $3B buybacks in 4Q repaid $940M of debt and retired $450M of notional interest rate swaps for approximately $170M in cash. In [--] repaid over $10.5B of debt. More BB coming and likely dividend hikes as well. 6x EPS"
X Link 2023-01-04T22:44Z 202.9K followers, 64.5K engagements

"$CLF: announced another price increase for hot rolled cold rolled and coated steel products due to strong demand in its automotive steel business"
X Link 2023-01-17T12:31Z 201.5K followers, 45.6K engagements

"The importance of FCF: $CVX raised dividend for the 36th consecutive year and announced $75B buyback program"
X Link 2023-01-25T21:57Z 202.3K followers, 45.2K engagements

"$INTC: one of "the" value traps out there with a miss to TR EPS and a [----] bps decline in y/y margins - with another [---] bps decline next Q. This is more than the industry's cyclical downturn"
X Link 2023-01-26T21:56Z 202.7K followers, 124.5K engagements

"At $BAC retail conference encouraging commentary across the board on the resiliency of consumer. $TJX: better buying/pricing freight favorability highly favorable inventory environment room for further strategic price increases as other retailers move their own prices up"
X Link 2023-03-16T12:41Z 202.8K followers, 12.1K engagements

"Certainly not for everyone but for those with a LT time horizon wanting "quality on sale" - $SCHW. Core org growth 7.5% NNA 6.4% NII beat with higher guide in the face of 30% deposit declines in light of macro. 10th largest bank in USA & 13% share w scale dn 37% YTD & 13x"
X Link 2023-04-17T22:12Z 202.7K followers, 61.9K engagements

"Receivership + bank help for $FCR not surprising - JPM $BAC $PNC etc. Lets move on. https://www.cnbc.com/2023/04/29/first-republic-frc-jpmorgan-chase-bank-of-america-asked-for-bids.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2023/04/29/first-republic-frc-jpmorgan-chase-bank-of-america-asked-for-bids.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2023-04-30T23:44Z 200.2K followers, 14.3K engagements

"Solid $SBUX for Howard Schultz's last Q as interim CEO: Beat EPS/TR Global sss +11% NA sss +12% & OI +31% China sss +3% and Intl +7% w OI +74%. OM beat by [---] bps and headed back to 17-18% LT target"
X Link 2023-05-02T20:29Z 202.7K followers, 10.5K engagements

"North American Prelim Heavy Duty truck orders for May up 10% y/y and up 29% m/m. Class [--] backlog still healthy at [---] months. $PCAR $CMI $RUSHA #onshoring"
X Link 2023-06-05T13:47Z 202.7K followers, 151.4K engagements

"China: $NKE direct up 19% vs digital down 12% - Chinese consumers want to get to stores and be out and about. $EL $SBUX $LVS"
X Link 2023-06-29T21:37Z 202.9K followers, 14.8K engagements

"Interesting energy M&A - first $CVX buys PDC Energy and today $XOM acquires Denbury"
X Link 2023-07-13T12:24Z 203.1K followers, 12.9K engagements

"Have a nice weekend Busy week and learned much as always. Next week will be important with CPI/PPI and few key earnings: $UPS $WYNN $J $SWKS. Enjoy - Mona Lisa from Dominic Fike"
X Link 2023-08-04T20:15Z 202.3K followers, [----] engagements

"What an amazing HT conference this week in Huntington Beach with one of the greatest of all time WNBA players. Learned about her motivation discipline and investment accumen. #Rockstar"
X Link 2023-10-20T00:45Z 202.3K followers, 13.2K engagements

"$SLB - silly season continues with stock down 4% today (likely more on macro vs micro): International TR beat expectations and this is 84% of TR. FCF now [--] consec Qs of $1B. Pricing/technology mix favorable and drove EBITDA margins to cycle highs of 25%"
X Link 2023-10-20T15:18Z 200.9K followers, 12.5K engagements

"Housing sector heading towards spring recovery. $DHI typically sees a 50% q/q increase in orders from 1Q to 2Q. Inflationary pressures easing should somewhat offset incentives until rates fall/2nd half"
X Link 2024-03-10T02:13Z 203K followers, 16.2K engagements

"Broadening continues in the markets: $RLG continues to lead up 9% YTD but $RLV making a comeback up 5% ytd. Also worth noting: $SPX Equal Weight hit a new high on Thursday. $SMH on Monday will be an interesting watch"
X Link 2024-03-10T04:15Z 203K followers, 14.2K engagements

"To the notion that market breadth is improving: on 2/9 the spread btn $RLG vs $RLV was 8.77% - today that spread is 3.43%"
X Link 2024-03-27T20:54Z 203K followers, [----] engagements

"Cyber theme quite strong $CRWD: Q deals that included eight plus modules grew over 95% Y/Y + deals with Cloud Identity and Next-Gen SIEM more than doubled Y/Y. $HACK"
X Link 2024-06-05T06:15Z 201.7K followers, 20.8K engagements

"$MMM Bill Brown putting the band back together with the hiring of new CFO Anurag Maheshwari. The two worked at $UTX together and Maheshwari worked for Brown at Harris and L3Harris"
X Link 2024-08-01T13:48Z 202.8K followers, [----] engagements

"Some mortgage data of interest: 91% of outstanding mortgages are below 6% 82% of outstanding mortgages are below 5% 62% of outstanding mortgages are below 4% 23% are below 3% First step - get below 6%. Pent up demand with [--] million homes short in the country"
X Link 2024-08-26T19:02Z 202.6K followers, 53.1K engagements

"$AVGO: dn 20% from highs yet raised AI TR from $11B to $12B w x 10% Q/Q growth. GM up [---] bps y/y w industry high margins. VMW $4B rev run rate ahead. Cyclical biz trough w 20% order growth in last 2Qs. No brainer for me to add - imo. $NVDA isn't the only game in town"
X Link 2024-09-11T19:10Z 201.5K followers, 38.7K engagements

"A nice recovery this week in markets. Good to pick your favorites during this typically weak season and volatility. GDP 2% + Fed cuts coming. I did: $AVGO $CMG $CRWD $SLB $BAC Have a nice weekend Interesting tune from: Parlour Magic - Summerlin"
X Link 2024-09-13T20:01Z 202.1K followers, 27.5K engagements

"Choppy week but still up 2% in the month of November. Rotation continues: $RLG down 2.2% vs $RLV down .4% today alone. For those that need an 80s fix: The Tubes - She's a beauty - always fun"
X Link 2024-11-15T21:09Z 203.1K followers, [----] engagements

"$CRWD: ARR up 27% at $4B retention at 97% and revs up 28.5%. Silly earnings season"
X Link 2024-11-26T21:16Z 203K followers, 35.3K engagements

"Oil services under appreciated. $SLB $HAL - AI is Changing Oil Country https://www.barrons.com/articles/ai-oil-industry-profit-permian-basin-8adcacddst=eLtevc https://www.barrons.com/articles/ai-oil-industry-profit-permian-basin-8adcacddst=eLtevc"
X Link 2024-11-30T20:45Z 202.7K followers, 11.6K engagements

"@PippaStevens13 - sorry friend for not initially tagging you with this fine work. Congrats"
X Link 2024-12-11T21:43Z 202.8K followers, [----] engagements

"$AVGO EPS up 28% y/y revs up 52% y/y w/semis up 12% y/y & infrastructure software up 195% y/y. EBITDA up 50% y/y op margin up 86bps y/y FCF at $5.5B - w/ a dividend boost. AI revs rose 220% y/y"
X Link 2024-12-12T22:59Z 202.9K followers, 21.3K engagements

"Fed flow data in 3Q: US consumer assets rose to $190T liabilities at $21T which puts net worth at $169T. Non fin assets up 4.9% and fin assets up 13.2%. Wealth effect continues to support the consumer - 70% of the economy"
X Link 2024-12-13T16:28Z 202.6K followers, [----] engagements

"$GIS: the bright spot was pet volumes grew 9% after 5% price cuts. #animalhealth"
X Link 2024-12-18T14:52Z 181.8K followers, [----] engagements

"Good discussion today @CNBCClosingBell - Powell was confusing on labor market and unclear if Fed will cut at all in '25: Hightower's Link @CNBC https://www.cnbc.com/video/2024/12/18/powell-was-confusing-on-labor-market-and-unclear-if-fed-will-cut-at-all-in-25-hightowers-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2024/12/18/powell-was-confusing-on-labor-market-and-unclear-if-fed-will-cut-at-all-in-25-hightowers-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2024-12-19T01:45Z 202.6K followers, 20.5K engagements

"$KBH: In a 7% mortgage world pretty impressive the results tonight: Homes delivered +17% Homebuilder revs +19.7% ASP growth of 3% - EPS/TR beat. DemandSupply. $DHI $TOL $HD $LOW"
X Link 2025-01-13T21:28Z 182.4K followers, 15.6K engagements

"Many ways to play the grid/infrastructure. $PWR $ETN $GEV $NEE $D $FCX Giant Batteries Are Transforming the Worlds Electrical Grids https://www.bloomberg.com/news/articles/2025-01-17/large-batteries-from-tesla-esvolta-fluence-bolster-global-energy-grids https://www.bloomberg.com/news/articles/2025-01-17/large-batteries-from-tesla-esvolta-fluence-bolster-global-energy-grids"
X Link 2025-01-19T17:34Z 182.9K followers, 17.1K engagements

"Great DD EPS season so far - should ultimately drive equities higher. 25% more cos to report next week. $MSFT $IBM $CAT $AAPL $URI $LVS $SBUX - so many more. Good vibe: Jackie Evancho - Behind my eyes 2.0"
X Link 2025-01-24T23:24Z 201.1K followers, 10.1K engagements

"$LVS: Londoner Grand and Marina Bay Sands renovations will be completed by May [----]. Meaningful margins and Ebitda growth post renos. Market share resumption expected. GGR Macau growing. Analyst day in Spring a nice catalyst"
X Link 2025-01-29T23:02Z 182.6K followers, [----] engagements

"@elonmusk How do we end fake accounts All I want to do is help information to the world that is legit. Thoughts"
X Link 2025-02-14T00:40Z 181.8K followers, 10K engagements

"Have a lovely weekend all Please enjoy: The Cranberries Linger"
X Link 2025-02-14T22:21Z 182.3K followers, 12.8K engagements

"$AVGO $TSM - in possible talks for $INTC split https://www.reuters.com/markets/deals/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chipmaker-wsj-2025-02-16/ https://www.reuters.com/markets/deals/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chipmaker-wsj-2025-02-16/"
X Link 2025-02-16T17:03Z 182.4K followers, [----] engagements

"$PWR: strong results support electrification story w EPS up 44% y/y TR up 14% y/y backlog up 15%y/y and adj EBIDTA up 34% y/y. Electric power infrastructure up 34% y/y and its backlog up 28% y/y"
X Link 2025-02-20T12:31Z 182.7K followers, [----] engagements

"Buy low/sell high: $CRWD $UNH $FANG @HalftimeReport https://www.cnbc.com/video/2025/02/20/trade-tracker-stephanie-link-trims-crowdstrike-and-buys-more-unitedhealth-diamondback-energy.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2025/02/20/trade-tracker-stephanie-link-trims-crowdstrike-and-buys-more-unitedhealth-diamondback-energy.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-02-21T00:25Z 202.7K followers, [----] engagements

"I'd take the over in the LT from some of the shorts on $UNH from an investment idea. Just like i did in $GE back in the day. https://www.cnbc.com/video/2025/02/21/id-buy-more-of-unitedhealth-today-says-hightowers-stephanie-link.html&qsearchterm=stephanie%20link https://www.cnbc.com/video/2025/02/21/id-buy-more-of-unitedhealth-today-says-hightowers-stephanie-link.html&qsearchterm=stephanie%20link"
X Link 2025-02-22T00:32Z 182.9K followers, 14.8K engagements

"$ACN: acquires Soben w/capabilities in Data Center pharma and energy expertise. https://newsroom.accenture.com/news/2025/accenture-to-acquire-soben-boosting-capital-projects-capabilities-in-data-center-development-and-other-sectors https://newsroom.accenture.com/news/2025/accenture-to-acquire-soben-boosting-capital-projects-capabilities-in-data-center-development-and-other-sectors"
X Link 2025-03-11T14:33Z 201.5K followers, [----] engagements

"$BA and $EADSY exploring output rates up to [---] a month for each of their next airline programs https://www.investing.com/news/stock-market-news/airbus-boeing-eye-fast-output-as-plastics-loom-for-future-jets-3943814 https://www.investing.com/news/stock-market-news/airbus-boeing-eye-fast-output-as-plastics-loom-for-future-jets-3943814"
X Link 2025-03-24T09:59Z 201.6K followers, [----] engagements

"Another challenging week but opportunities abound for the long term. Continued to add to quality this week. Always enjoy The Killers - quite talented musicians. Ran to - Your Side of Town this morning. Kept me going. Enjoy the weekend"
X Link 2025-04-12T02:47Z 201.9K followers, 23.7K engagements

"Sweetness. $ZTS"
X Link 2025-04-13T00:34Z 201.9K followers, 18.7K engagements

"$META - beat raise with ad rev growth of 16.2% y/y on a 3pt tougher comp. Op margin much higher at 41.5% vs 37% expectation - pricing power. And DAU for the family of products now at 3.4B. 17x too cheap"
X Link 2025-04-30T21:12Z 202.8K followers, 17.6K engagements

"$AAPL: Puts/takes as expected. But no alpha creation at 29x for iPhone sales up 2% and total rev growth at MSD. Does make me more bullish however on $INDA"
X Link 2025-05-01T22:11Z 200.2K followers, 11.9K engagements

"India's inflation rate slows to 3.16% in April. $INDA https://www.cnbc.com/2025/05/13/india-cpi-slows-to-3point16percent-in-april.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2025/05/13/india-cpi-slows-to-3point16percent-in-april.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-05-13T10:53Z 200.2K followers, [----] engagements

"Cyber security continues to impress - $CYBR beats/raises with revs up 43% y/y ARR up 50% y/y and OM beating by [---] bps. FCF margin beat by [---] bps as well. $PANW $CRWD $ZS etc"
X Link 2025-05-13T11:54Z 202.3K followers, 12.4K engagements

"$SBUX - a page out of $YUM back in the day. https://www.bloomberg.com/news/articles/2025-05-15/starbucks-is-said-to-kick-off-process-to-sell-stake-in-sprawling-china-business https://www.bloomberg.com/news/articles/2025-05-15/starbucks-is-said-to-kick-off-process-to-sell-stake-in-sprawling-china-business"
X Link 2025-05-15T10:09Z 202.5K followers, 10.1K engagements

"M&A activity quietly accelerating past month valued at $352B: Charter/Cox Verizon/Frontier Strathcona/MEG Energy Dicks/Footlocker 3G/Skechers - just a few. $MS $GS $KKR $XLF"
X Link 2025-05-16T17:04Z 201.5K followers, 11.3K engagements

"India Flash PMI accelerates at fastest pace in over a year on strong service expansion. $INDA https://etmanufacturing.in/s/5r2sj0k https://etmanufacturing.in/s/5r2sj0k"
X Link 2025-05-22T10:43Z 200.8K followers, 10.1K engagements

"M&A and IPOs are quietly happening. Today's $CRM of $INFA - which has 5K customers - helps to build on the AI momentum at the firm. And 5x EV/Revs 21.5x EPS will be accretive to OM EPS and FCF in [--] yrs. $XLF $XLI $XLK"
X Link 2025-05-27T14:23Z 202.8K followers, 10.1K engagements

"Something not talked much about but should: M&A YTD globally (pending completed terminated proposed) is up 20.9% y/y with the dollar value at $1.6T. $XLF $GS $MS"
X Link 2025-05-28T12:26Z 202.8K followers, 13.1K engagements

"India CPI inflation softened further to 2.8% y/y in May from 3.2% in April the lowest since February [----] and lower than expected. $INDA https://www.cnbc.com/2025/06/12/indias-cpi-eases-to-2point82percent-in-may.html https://www.cnbc.com/2025/06/12/indias-cpi-eases-to-2point82percent-in-may.html"
X Link 2025-06-12T12:52Z 200.2K followers, [----] engagements

"Deregulation for the banking industry will lead to higher buybacks and dividends but also more M&A as well. Today's $HBAN deal to acquire $VBTX is just the beginning imo. Especially with 25% expense synergies. https://www.wcia.com/business/press-releases/cision/20250714CL29403/huntington-bancshares-incorporated-announces-acquisition-of-veritex-and-provides-preliminary-2025-second-quarter-results/ https://www.wcia.com/business/press-releases/cision/20250714CL29403/huntington-bancshares-incorporated-announces-acquisition-of-veritex-and-provides-preliminary-2025-second-quarter-results/"
X Link 2025-07-14T15:19Z 201.5K followers, [----] engagements

"AI and Cybersecurity continue to be the two biggest technology themes to have exposure in. $HACK etc. https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-server-hack-hit-about-100-organizations-researchers-say-2025-07-21/ https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-server-hack-hit-about-100-organizations-researchers-say-2025-07-21/"
X Link 2025-07-22T11:10Z 201.4K followers, [----] engagements

"$VRT: beat/raise w organic sales +34% vs +18% guide led by Americas +43%. Orders beat +15% & bk to bill at 1.2x taking the backlog to $8.5bn. FCF of $277m at 75% conversion. AI/Data Center alive and well. $ETN $PWR $ROK etc"
X Link 2025-07-30T10:43Z 203K followers, 13.6K engagements

"After all of that in January: DeepSeek's launch of new AI model delayed by Huawei chip issues https://www.reuters.com/world/china/deepseeks-launch-new-ai-model-delayed-by-huawei-chip-issues-ft-reports-2025-08-14/ https://www.reuters.com/world/china/deepseeks-launch-new-ai-model-delayed-by-huawei-chip-issues-ft-reports-2025-08-14/"
X Link 2025-08-14T10:49Z 199.7K followers, [----] engagements

"$CMG $ETN $ROK @CNBC https://www.cnbc.com/video/2025/08/07/trade-tracker-stephanie-link-buys-more-chipotle-uber-eaton-and-rockwell-automation.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2025/08/07/trade-tracker-stephanie-link-buys-more-chipotle-uber-eaton-and-rockwell-automation.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-08-16T06:13Z 202.6K followers, 10.7K engagements

"$TOL: beat on higher deliveries margins and BTL items. Impressive GMs 27.5% ahead of Street 27.1%. Not perfect. But the bottom is in for housing"
X Link 2025-08-20T00:08Z 199.3K followers, 13.4K engagements

"Bought $DECK. Brand momentum with DD growth International and DTC growth invsales for [--] consecutive Qs. Valuation. #imarunner"
X Link 2025-08-26T00:27Z 200.3K followers, 16.4K engagements

"$CRWD now down 23% from highs for best in class cyber name in space with EPS/TR beat/guide & high end whispers of $221m of NNARR. Onum acquisition fascinating [--] real time telemetry pipeline mgmt - M&A ripe in the cyber world next decade. $PANW cheaper - but like both"
X Link 2025-08-27T21:31Z 203K followers, 22.7K engagements

"IMHO - Mag [--] revival has alot to do with the fact that earnings post 3Q went higher for [--] out of the [--] companies. Stocks follow EPS on the way up and down. And that is why EPS season is silly season and gives chances. $AMZN $META $MSFT $GOOGL $NVDA"
X Link 2025-09-04T16:45Z 199.3K followers, [----] engagements

"$ORCL mgmt emphasized strength in AI inferencing mkt which they believe is bigger than AI training mkt (not surprising but good confirmation). Inferencing = more need [--] custom ASIC chips = $AVGO"
X Link 2025-09-10T02:51Z 199.4K followers, 34.3K engagements

"Bankrate [--] yr mortgage is now 6.43% vs 7.41% on January 13th. $XLF $XHB"
X Link 2025-09-15T13:47Z 201.5K followers, [----] engagements

"New Home sales 800K vs 650K estimate - highest since Jan [----]. [--] yr fixed mortgages now at 6.33% vs 7.41% in Jan [----]. $DHI $TOL $QXO $XLB"
X Link 2025-09-24T15:08Z 201.4K followers, 13.6K engagements

"Maybe a few good ideas - $COF $QXO $COIN $BA $TER Thank you for having me on @SullyCNBC @CNBC https://www.cnbc.com/video/2025/10/02/power-picks-capital-one-coinbase-and-boeing.html&qsearchterm=power%20lunch https://www.cnbc.com/video/2025/10/02/power-picks-capital-one-coinbase-and-boeing.html&qsearchterm=power%20lunch"
X Link 2025-10-02T21:40Z 201.4K followers, 16K engagements

"This is a fun read. https://www.bloomberg.com/news/features/2025-10-03/at-the-louvre-vacheron-constantin-showcases-the-art-of-luxury-watches https://www.bloomberg.com/news/features/2025-10-03/at-the-louvre-vacheron-constantin-showcases-the-art-of-luxury-watches"
X Link 2025-10-05T11:39Z 200K followers, [----] engagements

"Deregulation is real in the banking industry: $FITB buys $CMA for a 20% premium - will now have exposure in [--] of the nation's [--] fastest growing large MSAs. Expects to see 200bps improvement to its 2027E efficiency ratio 11bps improvement to ROA & 200bps improvement to ROTCE"
X Link 2025-10-06T13:37Z 203.1K followers, 10.1K engagements

"Challenging day in the markets but still up 33% from the April lows & 11% YTD. A keen reminder markets dont go up in a straight line. Set up for 4Q rally still a good one with DD EPS. Too many to choose from: Hall & Oats - Youve lost that lovin feeling"
X Link 2025-10-10T21:17Z 199.4K followers, 20.8K engagements

"Basel III Endgame will release excess capital for banks to buy back more stock increase dividends and lend. Even without it - the big [--] have $192B still remaining in share repurchases. Welcome 3Q EPS season tomorrow - $JPM $WFC $C $GS"
X Link 2025-10-13T15:50Z 200K followers, 14.2K engagements

"$VRT new CFO news (not a surprise) should be viewed positively given track record as a leader to continue improving operational improvements and global supply chain management"
X Link 2025-10-13T15:55Z 199.6K followers, [----] engagements

"$AVGO announces OpenAI custom chip deal - pricing unknown but at $10/GW this would suggest $100bn OAI revenue over [---] years starting in 2H26 - or $25-$30bn OAI revenue annually. https://cnb.cx/3KLc0pf https://cnb.cx/3KLc0pf"
X Link 2025-10-13T16:13Z 200.2K followers, [----] engagements

"$WFC has a mixed 3Q but increases medium term ROTCE to 17-18% from 15%. The Asset Cap lift was a catalyst for positive change at the company. Better profitability = higher multiple"
X Link 2025-10-14T14:07Z 199.5K followers, [----] engagements

"Banks mentioned today: Delinquency rates still quite contained. $JPM $WFC $C - 2.14% 2.69% 2.12% respectively"
X Link 2025-10-14T17:23Z 199.5K followers, 14.2K engagements

"Everyone wants to fade the banks post ++EPS. I fade the fade. [--] to add on pbx: $MS ROTCE at 23.5% (better than $JPM) w IB +44% trading +25% WM NNA +5% efficiency ratio [----] bps y/y. $WFC raising ROTCE for the first time since asset cap went into place in [----] to 17-18%"
X Link 2025-10-15T21:22Z 199.6K followers, 11.5K engagements

"No credit problem here: $AXP delinquencies below [----] levels. Other tidbits: T&E rebounded w July/Aug accel from June transax up 10% growth retail spend up 12% restaurants up 9% and 70% of new accts are fee paying"
X Link 2025-10-17T13:59Z 199.8K followers, 17.7K engagements

"Can James Franklin go to Boston College or the NY Jets or the NY Rangers for that matter. https://www.espn.com/college-football/story/_/id/46637281/james-franklin-plans-win-national-championship-elsewhere https://www.espn.com/college-football/story/_/id/46637281/james-franklin-plans-win-national-championship-elsewhere"
X Link 2025-10-19T20:06Z 199.8K followers, 17.2K engagements

"$GE outstanding results by an outstanding mgmt team. Beat & raise on total revs up 26% y/y: CES orders up 5% Svs up 32% TR up 27% and 170bps margin expansion and Defense TR up 26% and [---] bps margin expansion. FCF guide up to $7.1-$7.3B & should get $10B by 2028"
X Link 2025-10-21T18:29Z 199.7K followers, [----] engagements

"$MMM: Another well run mgmt team out-punching their weight. Beat EPS TR Margins and better organic growth. Now sees 180-200 bps of margin expansion as well. 12.5x EBITDA vs group at 17x"
X Link 2025-10-21T18:31Z 200.1K followers, [----] engagements

"Reviewing the bank earnings I found this an interesting stat: Big [--] capital markets revenues: on average up 21% y/y which was the 7th straight quarter of growth. Going back to 1Q [----] this marked the 4th highest quarter on record (after 1Q21 1Q25 and 2Q20) and the best 3Q"
X Link 2025-10-21T21:00Z 199.5K followers, [----] engagements

"No credit issues that many complained about. Solid Q overall. $COF: DQs down 36bps y/y in September - at 3.89%. NCO rates fell 93bps y/y in September. Credit card NCOs better than expected as well down 98bps y/y. Charge off rate has been improving for [--] quarters"
X Link 2025-10-21T22:57Z 200.4K followers, [----] engagements

"$VRT: strong Q with beat/raise on 28% sales growth and 200bps beat on OM. Orders grew 60% y/y and book to bill of 1.4x provides nice future visibility. #datacenter"
X Link 2025-10-22T11:44Z 200K followers, 11.4K engagements

"$GEV: solid Q beating on EBITDA and organic sales. Raised electrification growth to 25%. Orders up 50% and book to bill at 1.5x. #Electrification"
X Link 2025-10-22T11:50Z 199.9K followers, 11.7K engagements

"@stocks2000 thank you here you go: http://t.co/JYD4wzdS http://www.thestreet.com/k/aap/_tscnav/index.html http://www.thestreet.com/k/aap/_tscnav/index.html"
X Link 2012-05-03T19:13Z 203K followers, [--] engagements

"Average long-term US mortgage rate drops to 6.19% lowest level in more than a year #housing https://www.baltimoresun.com/2025/10/23/mortgage-rates-oct-23/ https://www.baltimoresun.com/2025/10/23/mortgage-rates-oct-23/"
X Link 2025-10-23T16:59Z 200.1K followers, [----] engagements

"$PG: solid beat w beauty much stronger than X at 6% vs 1.5% and personal care up HSD. GM also a standout. A common theme throughout EPS so far - tariffs less a headwind than initially expected - $400m vs $800m initial. Solid ending to Jon Moeller reign"
X Link 2025-10-24T12:13Z 199.9K followers, [----] engagements

"$SPX up 15% YTD - better economic growth Fed cut cycle and 13% EPS growth which is better than expected. Enjoy this interesting pair: Enrique Iglesias & Miranda Lambert Space In My Heart"
X Link 2025-10-24T20:39Z 199.9K followers, [----] engagements

"$IBM $AMD: Pretty big news https://share.google/V6ZVIZAEBaNZZlHxb https://share.google/V6ZVIZAEBaNZZlHxb"
X Link 2025-10-25T11:48Z 200.1K followers, 20.1K engagements

"Not surprising but a nice unknown to be resolved. https://www.bloomberg.com/news/articles/2025-10-26/us-china-trade-talks-approach-final-details-greer-says https://www.bloomberg.com/news/articles/2025-10-26/us-china-trade-talks-approach-final-details-greer-says"
X Link 2025-10-26T14:43Z 199.9K followers, 10.3K engagements

"$HBAN buys $CADE: adds scale improves its position in Dallas/Houston to #5 and should be 10% + to EPS at a 9% premium and crosses the $250bn Cat III designation. 2nd transaction in [--] months meaning bigger player in the field"
X Link 2025-10-27T17:47Z 201.9K followers, [----] engagements

"Another day another record driven by AI news and better eps growth - 15% eps growth so far in 3Q. And with margin expansion its very exciting. Stocks follow profits on the way up and on the way down. Pretty simple"
X Link 2025-10-28T20:41Z 200.1K followers, 17.6K engagements

"$TER: pre-released EPS with a beat and higher guide. Semi-test better than expected with 4Q guide up 25% Q/Q and up 27% Y/Y driven by AI applications and strong memory - gaining mkt share at $TSM"
X Link 2025-10-29T13:35Z 200.4K followers, [----] engagements

"$BA: first positive FCF since 4Q [----] being overshadowed by the 777x charge - which was known. Backlog impressive at [----] planes and deliveries at [---] will continue to move higher supporting further FCF growth"
X Link 2025-10-29T14:07Z 200.2K followers, 11.3K engagements

"$GEHC: silly reaction to a beat and raise with orders up 6% organic growth at 4% vs 2.6% expected with beats in AVS PDx Imaging which accounts for 85% of TR. EBIT margin beat as well"
X Link 2025-10-29T14:08Z 201K followers, 11.5K engagements

"$META: I am still a LT fan but credibility of "years" of efficiencies just went out the window w higher capex raise. Pos for LT but yet again - balance growth monetization expenses to find operating leverage. Operating leverage wins LT"
X Link 2025-10-29T20:51Z 200K followers, 18.9K engagements

"$CMG: another disappointing Q with guide unknown to have confidence if numbers are in fact derisked - thought by now they would be. Not sure this CEO has it"
X Link 2025-10-29T21:49Z 202.6K followers, 20.1K engagements

"To make no difference when you needed to draft for bigger difference. More about the Jets trading CB Michael Carter II to the Eagles in exchange for WR John Metchie III via @Tim_McManus and @RichCimini: https://t.co/8DYK03GE2L More about the Jets trading CB Michael Carter II to the Eagles in exchange for WR John Metchie III via @Tim_McManus and @RichCimini: https://t.co/8DYK03GE2L"
X Link 2025-10-30T01:43Z 200.1K followers, 16.1K engagements

"Yeah - It is not close to Boeing. Apologies. Fighting for a [---] batting average in this business. @Stephanie_Link You can have that one Steph. Too many things wrong. Not sure its going to go right. This aint Boeing. @Stephanie_Link You can have that one Steph. Too many things wrong. Not sure its going to go right. This aint Boeing"
X Link 2025-10-30T02:35Z 200K followers, 25.9K engagements

"All this debate about the slowing growth at AWS at $AMZN and they just beat expectations and grew at 20% - ahead of 18.5%-19% whisper. Recall they have the largest share at 30% vs Azure at 20% and GCS at 13%. 4Q OI and TR guide also ahead"
X Link 2025-10-30T20:07Z 200.4K followers, 16.9K engagements

"$AWS cc: $132b run rate business with a $200b backlog now - which is still not factoring in some deals they just signed in the end of Q3. These deals combined are larger than our total deal volume for all of Q3"
X Link 2025-10-30T22:54Z 201.9K followers, 12.9K engagements

"$COIN: strong Q beat w consumer trading vol +37% Q/Q consumer transax rev +30% Q/Q institutional transax rev +122% Q/Q & total trading vol at $295B. Recurring revenue - a plus w stablecoin rev at $355M & blockchain rewards at $185M. Co ended Q w $516B of assets on platform"
X Link 2025-10-31T05:30Z 202.3K followers, [----] engagements

"$MS analysis: "we now expect data center spend from the Big [--] players to reach $591B in [----] and $700B in [----]. Wow. Great for infrastructure plays who will help to build out DC Grid Power"
X Link 2025-10-31T15:14Z 203.3K followers, 15.6K engagements

"It was a fun week of EPS and learned a lot 63% of $SPX cos have reported DD growth. Even got a few buying opportunities. More next week Enjoy an underrated one from Mark Knopfler - Going Home: Theme of the local hero (A night in London)"
X Link 2025-10-31T20:46Z 200K followers, [----] engagements

"Yes it is: Boeings Road to Redemptionand a Higher Stock Price $BA via @BarronsOnline https://www.barrons.com/articles/buy-boeing-stock-price-pick-88dacdc6 https://www.barrons.com/articles/buy-boeing-stock-price-pick-88dacdc6"
X Link 2025-11-01T20:15Z 200.2K followers, 13.1K engagements

"Interesting seasonal stat on homebuilders from Wolfe Rx: From 2000-2024 returned +11.6% on average for each Nov-Jan period + outperformed the $SPX in 77% of periods since [----] outpacing the market by +8.7% on average per period. $TOL $DHI $LEN"
X Link 2025-11-03T11:42Z 201.3K followers, 10.7K engagements

"This is one reason why European stocks/exposure always looks "cheap". But challenging regulation. https://www.reuters.com/sustainability/exxonmobil-ceo-warns-eu-sustainability-law-could-end-europe-operations-2025-11-03/ https://www.reuters.com/sustainability/exxonmobil-ceo-warns-eu-sustainability-law-could-end-europe-operations-2025-11-03/"
X Link 2025-11-03T12:30Z 200.7K followers, [----] engagements

"2nd liquid cooling deal of the morning: $VRT buys PurgeRite for $1B. #power https://share.google/SFwnq6xIsS1VV3fE8 https://share.google/SFwnq6xIsS1VV3fE8"
X Link 2025-11-03T15:02Z 201.1K followers, 11.6K engagements

"3Q Atlanta Fed tracker now up 4% in GDP vs 3.9% prior"
X Link 2025-11-03T17:07Z 200.3K followers, 10.8K engagements

"$FTNT: certainly a mixed Q and guide but moving the lense a bit - product rev up 18% Services up 13% billings up 14% OM a [---] bps beat and a buy back of 3% of shares outstanding - for a 3x multiple historical discount in a TAM bigger than AI. Not involved but stay tuned"
X Link 2025-11-06T09:30Z 201.5K followers, [----] engagements

"$UBER: beat EPS/Revs/Bkg's/Net Income/MAUs but fell on the EBITDA miss/guide. Heavier investment spend is important for the co to grow - and with Mobility bookings up 20% Delivery up 25% and trips up 22% - i'd say it's working"
X Link 2025-11-06T11:35Z 201.4K followers, 13K engagements

"$SBUX: this has caught my attention - the stock rallied 48% after the CEO Brian Niccol news and yet it has now given all of it back. Will chat tomorrow morning on @SquawkCNBC about it and other ideas. Can't wait to be back in the USA to chat"
X Link 2025-11-06T16:14Z 201.1K followers, 13.7K engagements

"Nice reversal today into seasonally strongest time of year - $SPX up 8.5% on ave in 4Q led by fins tech industs discresh. Added to EPS "disappointments" where #s went higher: $UBER $META $MSFT + $SBUX turn. Going retro: The Beatles - Come together. Enjoy the weekend"
X Link 2025-11-07T21:41Z 201.1K followers, 15.4K engagements

"Nice reversal in the markets today. Adding to quality earners in areas with profitability eps and strong TAMs. Thanks @SquawkCNBC .@Stephanie_Link shares her latest stock picks which include $SBUX $ETN & $ROK: https://t.co/xbiQdzcB76 .@Stephanie_Link shares her latest stock picks which include $SBUX $ETN & $ROK: https://t.co/xbiQdzcB76"
X Link 2025-11-07T21:49Z 201.1K followers, 40.2K engagements

"According to Nat'l Retail Federation U.S. holiday spending is set to top $1 trillion for the first time this year. Consumers plan to spend an average of $890.49 per person on holiday gifts food and decor the second-highest in [--] years of NRF tracking"
X Link 2025-11-10T13:40Z 201.1K followers, 12.5K engagements

"Bank cos spend on technology this year which helps to drive mkt share in the industry: $JPM $18B $BAC $12.7B $C $11.8B $WFC $10.9B $GS $5B vs regionals ave $2-$3B"
X Link 2025-11-10T13:49Z 201.3K followers, 11.3K engagements

"$META has an RSI of [--] $MSFT at [--] vs other Mags in the 60s"
X Link 2025-11-10T15:28Z 201.3K followers, 32.5K engagements

"Highlights from BancAnalysts Conference - no surprises: Consumer Credit remains solid in prime and super prime (jobs/wages/spend/cash buffers back to pre-pandemic levels Commercial Credit solid (x CRE) w strong underwriting standards +M&A & regulation ahead. $FITB $TFC $RF"
X Link 2025-11-11T14:12Z 202.3K followers, 10.2K engagements

"Quantum Compute is the next big thing in technology. $IBM https://share.google/JTlERyGRXXi5LAJDh https://share.google/JTlERyGRXXi5LAJDh"
X Link 2025-11-12T12:52Z 201.4K followers, 17.7K engagements

"An outstanding interview with Dave Cote on @CNBC - Executive Chair of $VRT - just listening to his perspective on AI/DC/Cooling/Server Racking. The full [--] minute version is a great research lesson. https://www.cnbc.com/video/2025/11/14/watch-cnbcs-full-interview-with-vertiv-ceo-dave-cote.html https://www.cnbc.com/video/2025/11/14/watch-cnbcs-full-interview-with-vertiv-ceo-dave-cote.html"
X Link 2025-11-16T16:48Z 201.5K followers, 38.3K engagements

"Atlanta Fed 3Q tracker now at 4.1% GDP growth"
X Link 2025-11-17T21:02Z 201.5K followers, 55.8K engagements

"Always enjoy the start of the week with @SquawkCNBC Thank you https://www.cnbc.com/video/2025/11/17/buy-into-volatility-as-economy-and-consumers-stay-resilient-hightower-advisors-stephanie-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2025/11/17/buy-into-volatility-as-economy-and-consumers-stay-resilient-hightower-advisors-stephanie-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-11-18T04:14Z 201.5K followers, 27.2K engagements

"Tough day for the energy bulls: IEA flagged that supply will exceed demand by over four million barrels a day next year"
X Link 2025-11-19T14:06Z 201.5K followers, 34.9K engagements

"$PANW: "The reality is that while 78% of organizations are embracing AI 94% still lack the necessary security guardrails". TAM is enormous. Consolidation ahead. #platformization"
X Link 2025-11-19T21:56Z 201.5K followers, 20.7K engagements

"$NVDA: "AI is going everywhere doing everything at once". 29x EPS for 63% y/y growth. + implications for $AVGO with EPS power of $13-$15/share [----]. Also positive for the industrials building all this stuff out: $PWR $ETN $GEV $VRT $ROK $VST etc"
X Link 2025-11-19T22:10Z 202.1K followers, 37.8K engagements

"I am going to re-write this again - its from $PANW but it is in agreement from many other important industry cyber leaders. The reality is that while 78% of organizations are embracing AI 94% still lack the necessary security. #cybersecurity"
X Link 2025-11-20T23:09Z 203.1K followers, 44.6K engagements

"$GAP - getting it done. Havent seen sss like this in a while: GAP +7% Banana +4% and ON +6%. Inv/margins solid. Congrats to Richard Dixon and team. 11x"
X Link 2025-11-20T23:17Z 201.8K followers, 11.3K engagements

"A challenging week but sentiment is pretty weak with the F&G Index at [--] the SPX Oscillator at [---] and the VIX up 41% in [--] days. Opportunities in some of the YTD winners and into the cheaper laggards. Haven't heard this one in a bit: Nickelback - Rockstar Have a great wknd"
X Link 2025-11-21T22:05Z 201.5K followers, 15K engagements

"Interesting read on the wellness industry which is expected to be a $9T industry by [----]. https://www.bloomberg.com/news/articles/2025-11-21/why-the-wellness-world-moved-from-meditation-to-breathwork https://www.bloomberg.com/news/articles/2025-11-21/why-the-wellness-world-moved-from-meditation-to-breathwork"
X Link 2025-11-23T15:23Z 201.7K followers, 221.2K engagements

"Sentiment still in cautious mode: Fear and Greed [--] SPX Oscillator [---] and VIX up 40% in past [--] days. Sure seems time to go the other way into the end of the seasonally strong year end"
X Link 2025-11-25T02:29Z 201.5K followers, 18.4K engagements

"$AVGO Hock Tan is one under rated CEO who has decided to stay at the company until [----]. Lucky firm. https://t.co/CcRTLLLcre @CNBC 🏆🔥🐂 https://t.co/CcRTLLLcre @CNBC 🏆🔥🐂"
X Link 2025-11-25T02:33Z 201.7K followers, 41K engagements

"Backlogs are what matter in the AI race@CNBC https://www.cnbc.com/video/2025/11/24/ai-is-not-a-bubble-says-hightowers-stephanie-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2025/11/24/ai-is-not-a-bubble-says-hightowers-stephanie-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-11-25T02:44Z 201.5K followers, 29.2K engagements

"@jeffsheehan There are actually pre-paid orders in backlog. Watch Dave Cote at $VRT on @CNBC"
X Link 2025-11-25T19:52Z 201.5K followers, [---] engagements

"A bit technical but the beginning of deregulation for the US banks: The FDIC issued its final rule to lower eSLR requirements (Fed & OCC expected to follow) with the SLR minimum reduced from 5% to [---] - 4.25%. Next up B3E and GSIB surcharges = more capital for banks [--] lend"
X Link 2025-11-26T12:37Z 201.8K followers, 11.3K engagements

"Weekly initial jobless claims at the lowest level since April w the [--] week moving average at 224K. This is a coincident/forward look in the labor market vs NFP which is backward looking. This has been my go-2 for a long time and it indicates labor mkt remains in good shape"
X Link 2025-11-26T15:53Z 202.1K followers, [----] engagements

"Very grateful for all of you. Be kind. Be respectful. And learn a lot from the journey. Happy Thanksgiving. Thank you"
X Link 2025-11-27T01:43Z 201.7K followers, 13.3K engagements

"$ADBE: consumers spent $6.4B online on Thanksgiving-up 5.3% y/y. Expects consumers will spend $11.7B online Black Friday - up 8.3%. Consistent w NRF of $1T in holiday spend this year - 2nd highest in [--] yrs"
X Link 2025-11-28T15:08Z 201.7K followers, 30.1K engagements

"Get ready for the rally into end of year Good economy a lot of corporate and consumer spend and DD eps. Enjoy the rest of the holiday season. This one caught me off guard but a great rendition: Disturbed - Sound of Silence"
X Link 2025-11-28T20:14Z 201.8K followers, 26.3K engagements

"$ADBE Analytics: U.S. online Black Friday sales reached a record $11.8 billion +9.1% y/y. Predicts Americans to spend $5.5 billion on Saturday and $5.9 billion on Sunday. On track to be better than what the NRF expects for the entire holiday season. #consumer #resilient #spend"
X Link 2025-11-29T21:34Z 201.7K followers, 15.6K engagements

"Animals are pretty special. TAM CAGR 35% into [----] #animalhealth $ELAN $ZTS $IDXX"
X Link 2025-11-29T23:52Z 201.5K followers, [----] engagements

"More evidence of consumer resilience https://www.bloomberg.com/news/articles/2025-11-29/black-friday-sales-rise-underscoring-us-consumers-resilience https://www.bloomberg.com/news/articles/2025-11-29/black-friday-sales-rise-underscoring-us-consumers-resilience"
X Link 2025-11-30T00:33Z 201.7K followers, 12.4K engagements

"Quite the impact from QB Diego Pavia of The Vanderbilt University. The $2.4m NIL didnt hurt but the coaches portal decisions were top notch and great to see. Congratulations"
X Link 2025-11-30T00:57Z 201.7K followers, 12.3K engagements

"$XRT is up +9% in [--] days - the best 5-day stretch of the year. Its the 3rd best 5-day stretch in [--] years"
X Link 2025-11-30T17:34Z 202.9K followers, 11.6K engagements

"Interesting chart from Bloomberg - [----] was the 3rd best year in history for global central bank rate cuts"
X Link 2025-12-01T12:30Z 201.9K followers, 15.5K engagements

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