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Stephanie Link posts on X about eps, $ms, $dhi, $abb the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks #5606 finance XXXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence eps #201, $ms 5.88%, $dhi #3, $abb #1, $ge 3.92%, $gs 3.92%, rates 3.92%, $ba 3.92%, $rok 3.92%, $xlf XXXX%
Top accounts mentioned or mentioned by @bonaparteeric @etfbullvibes @omararizona @riskreversal @open_mind_heart @chinini78 @shark_west @pearldoug73611 @convertbond @paulhickey @realmikelarson @moneyshow @stephanielink @manufacturedive @ziliodave1945 @jdr1024 @wotan2020 @davidgr82364413 @hewittheiserman @halftimereport
Top assets mentioned Morgan Stanley (MS) D R Horton Inc (DHI) General Electric Company (GE) GammaSwap (GS) Boeing Co (BA) Rockwell Automation (ROK) 3M Co (MMM) BlackCoin (BLK) Wells Fargo & Co (WFC) Netflix Inc (NFLX) Intuitive Surgical, Inc. (ISRG) Basis Cash (BAC) GE Vernova Inc. (GEV) Oracle Corporation (ORCL) Raytheon Technologies Corp (RTX) Huntington Bancshares Incorporated (HBAN) NVIDIA Corp. (NVDA) Bank of New York Mellon Corp (BK) Northern Trust Corporation (NTRS) KKR & Co, Inc. (KKR) UNITED TECHNOLOGIES CORP (UTX) Electroneum (ETN) Hubbell, Inc. (HUBB) Vertiv Holdings Co (VRT) Wesco International Inc. (WCC) Toll Brothers, Inc. (TOL) KB Home (KBH)
Top posts by engagements in the last XX hours
"Good week on the economic front + solid start to earnings from banks & industrials - reactions are opportunities as EPS season is just "silly" season. $WFC $MS $BLK $MMM $GE $ABB $NFLX Good vibe while running this morning: Zara Larson - Don't worry bout me Have a good wknd" @Stephanie_Link on X 2025-07-18 20:03:42 UTC 192.8K followers, 8348 engagements
"$ISRG: Beat TR up XX% procedure growth up XX% GM up XXX bps eps up 23%. And guides higher across the board. Seriously - EPS = silly season" @Stephanie_Link on X 2025-07-23 01:16:28 UTC 192.8K followers, 10.7K engagements
"2Q bank EPS h/b solid: fees provisions effiencies & trading. Of big X $BAC is undervalued imo: $BAC & $GS similar ROTCE (13.4% and 13.6%) yet $BAC is now trading at a .4x-turn multiple discount to GS on TBVPS (1.7x vs. 2.1x). As an aside $MS ROTCE XXXX% impressive" @Stephanie_Link on X 2025-07-16 23:33:53 UTC 192.8K followers, 10.1K engagements
"$GEV: beat across the board w XX% organic growth. Impressive total orders of $12.4B which translates into a book to bill of 1.36x" @Stephanie_Link on X 2025-07-23 11:01:40 UTC 192.8K followers, 7404 engagements
"More news on the expansive data center growth - OpenAI $ORCL" @Stephanie_Link on X 2025-07-22 11:05:26 UTC 192.8K followers, 7115 engagements
"$DHI: up XXXX% today. The largest gain since April 2020. Doesnt take much for the down and outers. Still like housing theme as a favorite for the next decade. Puts/takes until rates fall. When they do the group will be much higher. #patience" @Stephanie_Link on X 2025-07-23 01:07:49 UTC 192.8K followers, 9021 engagements
"Very solid economic data this am: Retail Sales up .6% Ex-auto up .5% Weekly jobless claims 221K Philly Fed up XXXX. Tame export/import prices. Supportive of X 1/2% GDP growth with steadying inflation trends" @Stephanie_Link on X 2025-07-17 12:48:52 UTC 192.8K followers, 18.4K engagements
"$GE: Solid beat on EPS EBIT and XX% revenue growth with XX% margins. CES revs up XX% - supportive of the strong aerospace cycle with margins up XX bps y/y and XX bps sequentially. Ests up across the board and raised 2028 target on FCF to $8.5B. $BA $RTX" @Stephanie_Link on X 2025-07-17 12:54:03 UTC 192.8K followers, 7706 engagements
"Growing up I will admit he scared me. But learned to appreciate his craft over time. A pioneer" @Stephanie_Link on X 2025-07-23 01:09:28 UTC 192.8K followers, 10.2K 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 XX% expense synergies" @Stephanie_Link on X 2025-07-14 15:19:02 UTC 192.8K followers, 7994 engagements
"AI is everywhere but still under appreciated within the industrial side of the economy. $ROK taps $NVDA to bring AI to its bots via @ManufactureDive" @Stephanie_Link on X 2025-05-25 14:15:54 UTC 192.8K followers, 13.2K engagements
"$BK/$NTRS combination would be to enhance $BK's wealth management and investment services business. Follows $COF/Discover Financial earlier in the year. M&A is picking up in the industry following less regulation. $XLF" @Stephanie_Link on X 2025-06-23 15:25:37 UTC 192.8K followers, 7770 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 $XLF" @Stephanie_Link on X 2025-05-16 17:04:09 UTC 192.8K followers, 11.1K engagements
"$BA announces new CFO as Kelly Ortberg continues to bring in his folk. Interesting that they both worked together at $UTX back in the day - Ortberg at Collins Aero and Malave CFO at Carrier. Synergies" @Stephanie_Link on X 2025-06-30 21:52:14 UTC 192.8K followers, 8195 engagements
"$ABB: an important bellwether for US electrical automation industrials stocks. Stock up X% post EPS w/ record quarterly orders & BTB of 1.10x. Revs up XXXX% from X% Q/Q and also increased guide from LeGrand - another EU comp. $ETN $ROK $HUBB $VRT $WCC. #electrification" @Stephanie_Link on X 2025-07-17 13:00:26 UTC 192.8K followers, 7619 engagements
"It won't take much for the housing sector to move higher: Mortgage applications rose to a X mo high as rates fall to X mo low. USA - 5m homes short as homebuilders have under produced for XX consecutive years. Pent up demand. $DHI $TOL $KBH etc" @Stephanie_Link on X 2025-07-09 20:50:59 UTC 192.8K followers, 11.5K engagements
"And the trade game continues. Ignore - buy stocks. Remember the long term total return is 7.7%" @Stephanie_Link on X 2025-06-08 23:23:56 UTC 192.8K followers, 16.2K engagements
"Moodys is late with its downgrade - which isnt a surprise. Fitch SP Global already there" @Stephanie_Link on X 2025-05-17 01:18:49 UTC 192.8K followers, 20.9K engagements
"$DHI: ugly y/y numbers but beat on just about every metric relative to consensus and against very low expectations. Execution remains best in class in a tough sector" @Stephanie_Link on X 2025-07-22 11:20:57 UTC 192.8K followers, 10.4K engagements