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@TheTranscript_ The Transcript
The Transcript posts on X about $jpm, $bac, $dal, $blk the most. They currently have XXXXXX followers and 7334 posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +80%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +83%
- X Year XXXXXXXXXX +20%
Mentions: XXX #
- X Week XXX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +18%
- X Year XXXXX +37%
Followers: XXXXXX #
- X Week XXXXXX +0.88%
- X Month XXXXXX +1.30%
- X Months XXXXXX +17%
- X Year XXXXXX +35%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #1474 technology brands cryptocurrencies #4247 finance #5096 countries currencies automotive brands vc firms fashion brands travel destinations
Social topic influence $jpm #3, $bac #16, $dal, $blk #8, $gs #4, asml #39, $asml #31, $pnc #7, meta #1734, $meta #13
Top accounts mentioned or mentioned by @sundarpichai @satyanadella @elonmusk @eastdakota @bchesky @dkhos @benioff @007ofwallst @disruptorstocks @timcook @thetranscript @pgelsinger @acce @ajassy @samanthaladuc @greenstocksres @mtbarra @samro @carlquintanilla @eldsjal
Top assets mentioned JPMorgan Chase (JPM) Basis Cash (BAC) DAOLaunch (DAL) BlackCoin (BLK) GammaSwap (GS) PNC Financial Services Group Inc (PNC) Metadium (META) US Bancorp (USB) Johnson & Johnson (JNJ) Taiwan Semiconductor (TSM) Netflix Inc (NFLX) American Express Company (AXP) Statter Network (STT) United Airlines Holdings, Inc. (UAL) Bank of New York Mellon Corp (BK) NVIDIA Corp. (NVDA) Alvey Chain (WALV) Arcblock (ABT) TrustVerse (TRV) Charles Schwab Corporation (SCHW) Bank OZK (OZK) Albertsons Companies, Inc. (ACI) Hancock Whitney Corporation Common Stock (HWC) Morgan Stanley (MS) Wells Fargo & Co (WFC) Microsoft Corp. (MSFT) A3S Protocol (AA) Fastenal Company (FAST) Prologis Inc (PLD) CAVA Group, Inc. (CAVA) Kinder Morgan Inc (KMI) Witnet (WIT) Huntington Bancshares Incorporated (HBAN) First Horizon, Corp. (FHN) Comerica, Inc. (CMA) Schlumberger NV (SLB) Regions Financial Corp (RF) Interactive Brokers Group, Inc. (IBKR) Deere & Company (DE) Alibaba Group (BABA) Walmart, Inc. (WMT) Applied Materials, Inc. (AMAT) Take-Two Interactive Software, Inc. (TTWO) Doximity, Inc. (DOCS) Constellation Brands, Inc. Class A (STZ) Pinnacle Financial Partners In (PNFP) Fulton Financial Corp (FULT) Ally Financial, Inc. (ALLY) 3M Co (MMM) Elevance Health Inc (ELV) PepsiCo, Inc. (PEP) M&T Bank Corporation (MTB) Cintas Corporation (CTAS) Texas Capital Bancshares, Inc. (TCBI) F.N.B. Corp (FNB) Magna International (MGA) BlackRock Inc (BLK) NRG Energy Inc (NRG) DLocal Limited Class A Common Shares (DLO) Levi Strauss & Co. Class A Common Stock (LEVI) Helen Of Troy Ltd (HELE) Alphabet Inc Class A (GOOGL) Goldman Sachs (GS) Exxon Mobil (XOM) Electroneum (ETN) SAP SE (SAP)
Top Social Posts #
Top posts by engagements in the last XX hours
"Brunello Cucinelli CEO: "The first half of this year has ended with excellent results.""
@TheTranscript_ on X 2025-07-10 20:55:54 UTC 86.6K followers, 7857 engagements
"$AA Alcoa CEO: ".the administration has asked us are we likely to reshore aluminum production in the United States We make decisions around aluminum production that are a horizon of XX to XX years. We would not be making an investment in the United SS based on a tariff structure that could be in place for a much shorter period of time"" @TheTranscript_ on X 2025-03-07 19:00:01 UTC 86.6K followers, 71.6K engagements
"AI-optimized concrete is here: "Using AI we can optimize our specialized concrete formulations for data center requirements." $AMRZ $META" @TheTranscript_ on X 2025-07-16 14:36:35 UTC 86.6K followers, 4478 engagements
"Goldman Sachs double beat CEO: "Our strong results for the quarter reflected healthy client activity levels across our businesses.At this time the economy and markets are generally responding positively to the evolving policy environment." $GS: +1% Pre-Market" @TheTranscript_ on X 2025-07-16 12:11:14 UTC 86.6K followers, 3478 engagements
"$IBKR CEO: Customers are buying the dip with increasing urgency. "Also over the quarter we saw the shrinking life of market dips. Investors whether looking for securities with momentum behind them or simply worried about missing out on a rally bought the dip" @TheTranscript_ on X 2025-07-17 22:46:46 UTC 86.6K followers, 5140 engagements
"Fastenal: Customer sentiment remains favorable but uncertainty related to the rapidly changing tariff environment continues to cause concern. Manufacturing end markets outperformed due to growth with key account customers $FAST" @TheTranscript_ on X 2025-07-14 12:17:24 UTC 86.6K followers, 18.9K engagements
"$GS CIO: Agentic AI will become baseline infrastructure "This shift will require even the most junior employees and individual contributors to master three foundational management skills: describing a task clearly delegating it effectively to an AI agent and supervising the results. "" @TheTranscript_ on X 2025-07-11 17:00:15 UTC 86.5K followers, 15.1K engagements
"Analyst to $USB CEO: "U.S. Bank stock used to trade with a premium valuation.How do you anticipate earning that premium back" CFO Gunjan Kedia: "The quality & the fundamental business model should trade at a premium. It's discounted because of skepticism around our execution"" @TheTranscript_ on X 2025-06-30 18:00:09 UTC 86.6K followers, 8633 engagements
"Prologis CEO: "Our leasing pipeline has reached historically high levels and what we're hearing from customers especially the larger ones is clear: they're planning engaging and increasingly ready to act" $PLD: +2% Pre-Market" @TheTranscript_ on X 2025-07-16 12:19:50 UTC 86.6K followers, 3834 engagements
"$XOM ExxonMobil exec strongly pushes back on sell-side analysts' pessimistic post-2030 assumptions. "A lot of models from some of the sell-side analysts have a terminal value around 2030 in that time period that's negative for us. So the extent that we've talked about our earnings growth out to 2030 you know there's models to get to our current valuation you have to if you accept that 2030 growth you have to start saying we're immediately going to start declining from there. will immediately start reducing earnings losing cash flow from there and nothing could be further from the truth.#" @TheTranscript_ on X 2025-07-06 17:00:02 UTC 86.6K followers, 10.1K engagements
"Last XX months of US CPI: 2024: Jun: XXX% Jul: XXX% Aug: XXX% Sep: XXX% Oct: XXX% Nov: XXX% Dec: XXX% 2025: Jan: XXX% Feb: XXX% Mar: XXX% Apr: XXX% May: XXX% Jun: 2.7%" @TheTranscript_ on X 2025-07-15 12:31:36 UTC 86.6K followers, 10.3K engagements
"$ETN Eaton CEO: "Hyperscale customers alone expect to spend almost $300B in CapEx in 2025 +30% YoY.the data center construction build rate doubled between '23 & '24.any notion that this market will slow down is simply not consistent with any of the data that we're seeing"" @TheTranscript_ on X 2025-02-01 00:00:05 UTC 86.6K followers, 40.6K engagements
"NXP Semiconductors CEO: ".Q1 XX results and guidance for Q2 XX underpin a cautious optimism that NXP continues to effectively navigate through a challenging set of market conditions" +CEO to retire at the end of 2025. $NXPI: -XXX% AH" @TheTranscript_ on X 2025-04-28 21:02:54 UTC 86.6K followers, 6342 engagements
"A busy Thursday with Walmart Alibaba. John Deere & Applied Materials among those reporting: Before Open: $BABA $WMT $DE $GAMB $MRX $NTES $AZUL $NICE $BIRK $BEKE $EDAP $CSIQ After Close: $AMAT $CAVA $TTWO $DOCS $BTBT $KORE $DFLI $BAP $SPCE" @TheTranscript_ on X 2025-05-14 21:00:08 UTC 86.5K followers, 10.9K engagements
"$UPST CFO: "Our spending habits got turbocharged with the stimulus and they never got unwound. And maybe some of that is at the heart of the disconnect. We've gotten used to a certain way of living we can't really afford it. All the base numbers are good but I don't think people feel like they're on -- there's much of a safety net around them. And the labor market does remain extremely resilient."" @TheTranscript_ on X 2025-07-03 18:00:01 UTC 86.6K followers, 14.2K engagements
"Builders FirstSource: "Net sales were $XXX billion a XXX% decrease driven by lower core organic sales one fewer selling day and commodity deflation partially offset by growth from acquisitions." $BLDR: -X% PM" @TheTranscript_ on X 2025-05-01 12:07:18 UTC 86.6K followers, 5122 engagements
"Delta Air Lines double beat + restores FY guidance CEO: "In the June quarter Delta delivered record revenue on a XX% operating margin generating $1.8B in pre-tax profit and leading network peers across key operational metrics. $DAL: +12% Pre-Market" @TheTranscript_ on X 2025-07-10 11:16:58 UTC 86.6K followers, 5129 engagements
"Citi CEO Jane Fraser: "We reported another very good quarter.Markets had its best second quarter performance since 2020 with a record second quarter for Equities" $C: +0.6% Pre-Market" @TheTranscript_ on X 2025-07-15 12:21:26 UTC 86.6K followers, 4423 engagements
"$STZ Constellation Brands CEO/CFO: "Our Beer Business faced ongoing volume headwinds as subdued spending and value-seeking behaviors persisted among consumers in Q1 FY XX. This remained particularly notable in our top sales states and most significantly in zip codes with larger Hispanic populations in these key markets."" @TheTranscript_ on X 2025-07-01 20:40:53 UTC 86.6K followers, 6247 engagements
"$SAP CEO: "I'm first of all very happy that Philipp our CTO had a conviction to say 'Christian let's not acquire and jump on the hype of LLMs and SAP needs to have an own LLM.' They are becoming now heavily commoditized. We invested into our own AI foundation and now these AI agentsit's not like that you know we develop an agent and suddenly they do magic."" @TheTranscript_ on X 2025-07-13 17:00:02 UTC 86.5K followers, 10.8K engagements
"$AA Alcoa: "In Q1 XX Alcoa incurred approximately $20M of tariff costs on imports of aluminum from Canada as the XX% tariff under U.S. Section XXX became effective on March XX 2025.For Q2 XX the Aluminum Segment expects sequential unfavorable impacts of $90M due to U.S. Section XXX tariffs"" @TheTranscript_ on X 2025-04-17 13:49:19 UTC 86.5K followers, 7611 engagements
"$NVDA CEO: "I wish upon my kids and the people I love to have the same experience that long suffering that comes with struggle."" @TheTranscript_ on X 2025-07-12 23:00:08 UTC 86.5K followers, 9638 engagements
"Groq establishes its first European data center footprint in Finland: Groq CEO: "As demand for AI inference continues at an ever-increasing pace we know that those building fast need more more capacity more efficiency and with a cost that scales"" @TheTranscript_ on X 2025-07-07 13:50:22 UTC 86.6K followers, 22.1K engagements
"Earning this week. $TSM $UNH $JNJ $ASML $NFLX $AXP $BX $PNC $USB $SCHW $PGR $TRV $ABT $C $BAC $CSX $KMI $PLD $INFY $ERIC $WIT $KEY $HBAN $STT $CFG $ALV $DHI $UAL $RENT $OZK $FHN $SKIL $ACI $FNBO $EQBK $GSBC $FBK $PNFP $HWC $FULT $MRTN $FFIN $JCS $APLD $KORE $SDVKY $LZB $ALOT" @TheTranscript_ on X 2025-04-14 11:00:07 UTC 86.6K followers, 18.1K engagements
"$META CEO: "SemiAnalysis just reported that Meta is on track to be the first lab to bring a 1GW+ supercluster online. We're actually building several multi-GW clusters"" @TheTranscript_ on X 2025-07-14 21:34:44 UTC 86.6K followers, 27.1K engagements
"Delta Air Lines President: "Through the quarter demand trends stabilized at levels that are flat to last year and we continued to see resilience in our diverse high-margin revenue streams." $DAL" @TheTranscript_ on X 2025-07-10 11:17:54 UTC 86.6K followers, 11.5K engagements
"Carlyle Group CFO: "So the teams are busy. In fact I think if you look at IPO market the last couple of quarters among large-cap sponsors we had XX% of the market. So I think we're a bit of an outlier in terms of realizations." $CG" @TheTranscript_ on X 2025-06-24 18:00:01 UTC 86.6K followers, 8738 engagements
"The Q2 '25 earnings season kicks off this week led by the big banks: $JPM $BLK $ASML $GS $NFLX $JNJ $AXP $ELV $PEP $MS $TRV $PNC $MTB $CTAS $BAC $WFC $STT $C $BK $MMC $UAL $ACI $FAST $SLB $MMM $ABT $ERIC $USB $TCBI $RF $FHN $SLP $EQBK $FNB $OZK $HWC $SCHW $ALV $CMA $ALLY" @TheTranscript_ on X 2025-07-14 11:00:11 UTC 86.6K followers, 43.8K engagements
"Buffett: "Life today is better in almost every way. Youve got to figure that you started at a pretty lucky spot just by being born when you were. Imagine staying in some cosmic waiting room for hundreds of thousands of years and then getting dropped into the present not bad timing. So I would focus on whats been good in your life rather than whats gone wrong. Yes bad things happen sometimes very bad things. But life can still be wonderful."" @TheTranscript_ on X 2025-05-03 15:47:50 UTC 86.6K followers, 612.1K engagements
"Jabil CFO: "Demand for AI hardware is not slowing down. If anything it's accelerating the need for complex server and rack integration advanced networking & innovative power & coaling solutions is surging." $JBL" @TheTranscript_ on X 2025-06-28 15:15:01 UTC 86.5K followers, 15.2K engagements
"JPMorganChase double beat CEO: "We reported another quarter of strong results generating net income of $15B or net income of $14.2B excluding a significant item." $JPM" @TheTranscript_ on X 2025-07-15 10:39:51 UTC 86.6K followers, 4477 engagements
"$JPM CEO: "The U.S. economy remained resilient in the quarter. The finalization of tax reform and potential deregulation are positive for the economic outlook however significant risks persist including from tarif s and trade uncertainty worsening geopolitical conditions high fiscal deficits & elevated asset prices"" @TheTranscript_ on X 2025-07-15 10:40:55 UTC 86.6K followers, 8579 engagements
"$JPM CEO Jamie Dimon yesterday: "Unfortunately there is complacency in the market about tariffs" Also: "I think the possibility of those higher rates are higher than anyone else thinks. If the market is pricing a XX% chance Im pricing in a XX% to XX% chance."" @TheTranscript_ on X 2025-07-11 09:00:12 UTC 86.5K followers, 19.7K engagements
"$DAL President yesterday: " We had our highest cash sales day in the month of July -- for the month of July in a 100-year history yesterday. So advanced bookings are doing well & people are starting.at the beginning when people were fearful we saw the further out bookings going away. "" @TheTranscript_ on X 2025-07-11 15:15:01 UTC 86.6K followers, 11.2K engagements
"Fastenal double beat CEO: "2Q25 net sales were +8.6% largely reflecting contribution from improved customer contract signings over the last six quarters. Market conditions remained sluggish providing minimal contribution." $FAST: +5% Pre-Market" @TheTranscript_ on X 2025-07-14 12:12:58 UTC 86.6K followers, 10.4K engagements
"A few earnings penciled for tomorrow before the weekend sets in: $AXP $SLB $HAL $ALV $WIT $CMA $BMI $FITB $RF $HBAN $SDVKY" @TheTranscript_ on X 2024-07-18 21:00:06 UTC 86.5K followers, 7038 engagements
"$HPQ HP CEO: "By the end of June we now expect literally all of our products sold in North America will be built outside of China significantly accelerating our previous plan. However it takes time and investment to fully mitigate such impacts."" @TheTranscript_ on X 2025-06-05 17:00:05 UTC 86.6K followers, 7584 engagements
"$FCX Freeport-McMoRan CEO on copper demand: "New massive investment in the power grid renewable generation technology infrastructure and transportation are driving increased demand for copper and forecast call for above tent trend growth in-demand for the foreseeable future."" @TheTranscript_ on X 2025-02-03 00:00:01 UTC 86.6K followers, 10.8K engagements
"Friday's earnings $FUBO $XOM $CVX $CI $APO $AES $ETN $SHEL $WEN $MGA $CBOE" @TheTranscript_ on X 2025-05-01 21:30:24 UTC 86.6K followers, 5405 engagements
"$BAC: "Net charge-offs of $1.5B were flat to 2Q24 and 1Q2"" @TheTranscript_ on X 2025-07-16 11:04:25 UTC 86.6K followers, 3602 engagements
"$STT State Street CEO: "ETF volumes went to record highs during the first part of April. We are largely an institutional ETF provider. So we had a couple of days where our volumes were higher than the collective volumes of BlackRock and Vanguard combined. And that just reflected that we have a higher share of institutional than those X firms."" @TheTranscript_ on X 2025-07-01 18:00:02 UTC 86.6K followers, 8327 engagements
"Now that Nvidia is worth $4T heres a look back at how they pushed through the early CUDA days when their market cap was just $1B: We suffered many years of poor performance. But we persevered. We believed a time for accelerated computing would come" - $NVDA CEO" @TheTranscript_ on X 2025-07-09 14:02:57 UTC 86.6K followers, 18.5K engagements
"Even with Q2 wrapping up today and Q3 kicking off tomorrow it's a surprisingly quiet week for earnings. $QMCO $STZ $UNF $PRGS $FC $MSM $GBX $ZENV" @TheTranscript_ on X 2025-06-30 13:26:25 UTC 86.6K followers, 16.3K engagements
"$LRCX Bernstein Analyst in conference call with Lam Research CEO: ".what's the risk of further export controls.could our new President wake up one morning & after eating a bad burrito or something decide to cut everything off.I wish I could say I thought that risk was non-zero"" @TheTranscript_ on X 2025-05-31 20:00:11 UTC 86.6K followers, 10.4K engagements
"$SHAK CFO: "we kinda had a a great moment around our Dubai chocolate shake. We had put that in place late in April and it was you know only in XX shacks. We only had a limited number of XX shacks. We only had XX per day. And we sold out of it you know kind of immediately in almost every single shack"" @TheTranscript_ on X 2025-07-12 15:15:01 UTC 86.5K followers, 18K engagements
"$JPM CEO Jamie Dimon laying out what a fortress balance sheet looks like: " .the fortress balance sheet is that you run a company serving clients well you have good margins good liquidity good capital.I don't upfront profits when I can spread them over time."" @TheTranscript_ on X 2025-07-16 20:57:54 UTC 86.6K followers, 20.1K engagements
"Ulta Beauty CEO: "Fiscal 2025 is off to an encouraging start with stronger-than-expected performance." $ULTA: +7.4% AH" @TheTranscript_ on X 2025-05-29 20:11:45 UTC 86.6K followers, 7710 engagements
"$Z Zillow Group CEO: No plans to expand internationally "We have no plans to go international. As I just talked about the U.S. real estate market is an enormous TAM and opportunity and we are very very focused on transaction share and gains and rewiring this industry. So the U.S. market remains our focus and will be."" @TheTranscript_ on X 2025-06-20 18:00:02 UTC 86.6K followers, 9228 engagements
"$C CitiGroup CEO on stablecoins: "We are looking at the issuance of a Citi stablecoin. But probably most importantly is the tokenized deposit space where we're very active and then also providing custodial solutions for crypto assets."" @TheTranscript_ on X 2025-07-16 15:15:08 UTC 86.6K followers, 8061 engagements
"Analyst asks Dimon: "What's holding up you guys & other banks.from issuing something joint.& prevent these stablecoin companies.coming in & offering a more convenient solution to your customers" $JPM CEO: "That's a great question & we'll let it remain as a question"" @TheTranscript_ on X 2025-07-16 18:00:11 UTC 86.6K followers, 8045 engagements
"$DAL President: Delta is expanding AI-based pricing tech from X% to XX% of domestic network by year-end "So today we're about X% of domestic and that's -- our goal is to have about XX% by the end of the year and that's a goal. We like what we see. We like it a lot and we're continuing to roll it out"" @TheTranscript_ on X 2025-07-15 18:00:03 UTC 86.6K followers, 9935 engagements
"$META CEO on Super Intelligence: "I just think we should bet & act as if it's going to be ready in the next X to X years.if that's what you believe then you're going to invest hundreds of billions of dollars in building up the compute & whatever it takes to build out the strongest team in the industry."" @TheTranscript_ on X 2025-07-16 17:00:22 UTC 86.6K followers, 18.9K engagements
"Lam Research CEO: "Our outlook remains strong even as we address near-term tariff-related uncertainty." $LRCX: +6% AH" @TheTranscript_ on X 2025-04-23 20:10:51 UTC 86.5K followers, 9044 engagements
"Cadence Design Systems CEO: "Our momentum continues to build as we exited 2024 with record bookings and record backlog." CFO: "We had a strong finish to 2024." $CDNS: -XXX% AH" @TheTranscript_ on X 2025-02-18 21:10:14 UTC 86.6K followers, 6778 engagements
"Hermes CEO: "When I started out managing the group in 2013.there were XXX stores at the time & now we have XXX. So we have fewer stores than back then. So it's not by opening more stores that we became more successful & increased fourfold our revenue. So we don't grow our scope by opening new stores"" @TheTranscript_ on X 2025-02-24 00:00:06 UTC 86.6K followers, 47.6K engagements
"Banks are having a very good quarter: $MS $GS $BAC $WFC $JPM $BK $PNC $C" @TheTranscript_ on X 2025-07-16 12:18:22 UTC 86.6K followers, 9608 engagements
"Next week in earnings: $WMT $BABA $DE $AMAT $CSCO $JD $NTES $HMC $DAL $SE $TTWO $CYBR $UA $NRG $MGA $CSIQ $EXEL $IGT $DOCS $PERI $DLO $NRGV $DXC $CAVA $FOXA $RMD $TME $NICE $DT $CPRX $FLO $SMR $DDD $MNDY $ACHR $NU $ARCO $PSFE $INVZ $RNA $GLOB $PNNT $SRAD $HTZ $CHGG $MMP $OKLO" @TheTranscript_ on X 2025-05-09 20:00:09 UTC 86.6K followers, 45.6K engagements
"Jamie Dimon and co kick off the Q2 earnings season tomorrow: Before Open: $JPM $C $BLK $WFC $STT $BK $ANGO $ACI $ERIC After Close: $JBHT $OMC $HWC $KMTS $WAFD $PNFP $FULT" @TheTranscript_ on X 2025-07-14 21:00:11 UTC 86.6K followers, 10.6K engagements
"$AA Alcoa: +2% AH: "Sequentially the results reflect lower alumina and aluminum prices & increased tariff costs on imported aluminum.For Q3 XX the Aluminum segment expects sequential unfavorable impacts of $90M due to U.S. Section XXX tariffs on imports of aluminum from Canada"" @TheTranscript_ on X 2025-07-16 20:51:04 UTC 86.6K followers, 4317 engagements
"Slow start to the Q2 XX earnings season next week: $DAL $CAG $LEVI $SMPL $PSMT $WDFC $HELE $ETWO $MEI $AZZ $BSET $BYRN $KURA $SAR $AEHR $PCYO $NTIC" @TheTranscript_ on X 2025-07-05 20:00:09 UTC 86.6K followers, 58.7K engagements
"$LEVI CEO: "In Q2 we delivered another quarter of high single-digit organic net revenue growth up 9%. Direct-to-consumer was up XX% reflecting the 13th consecutive quarter of positive comparable sales growth with strong and increasing profitability across channels."" @TheTranscript_ on X 2025-07-13 13:30:02 UTC 86.5K followers, 8791 engagements
"Wells Fargo CEO: "Our second quarter results reflect the progress we are making to consistently produce stronger financial results with net income and diluted EPS up QoQ and YoY." $WFC: -XXX% Pre-Market" @TheTranscript_ on X 2025-07-15 10:53:33 UTC 86.6K followers, 5021 engagements
"$BLK CEO: "We surpassed the fundraising target for GIPs fifth flagship raising $XXXX billion and delivering the largest-ever client capital raise in a private infrastructure fund."" @TheTranscript_ on X 2025-07-15 10:44:25 UTC 86.6K followers, 5440 engagements
"Question to $JPM CFO: ".is there more you can do to desensitize the balance sheet before rate cuts begin to kick in as I guess the markets expect later this year" $JPM CEO interjects: ".before he goes on what the market expects is almost never what happens"" @TheTranscript_ on X 2025-07-15 13:20:54 UTC 86.6K followers, 8363 engagements
"Friday in earnings: $MMM $AXP $SLB $SCHW $CMA $ALLY $RF $HBAN $TFC" @TheTranscript_ on X 2025-07-17 22:51:53 UTC 86.6K followers, 3429 engagements
"Kinder Morgan CEO: "A well-respected energy analyst recently noted that its shaping up to be an incredible year for U.S. LNG growth with record levels of feedgas demand and exports." $KMI: +0.1% AH" @TheTranscript_ on X 2025-07-16 20:35:48 UTC 86.6K followers, 5087 engagements
"TSMC reports June 2025 revenue of NT$263.7B down XXXX% MoM but up XXXX% YoY with H1 revenue rising XX% YoY to NT$1.77T. Its Q2 2025 earnings call is set for next week on Thursday July 17th 2025. $TSM $TSMC" @TheTranscript_ on X 2025-07-10 11:42:38 UTC 86.6K followers, 9436 engagements
"World No. X Golfer Scottie Scheffler: "Theres a lot of people that make it to what they thought was gonna fulfill them in life and then you get there you get to number one in the world and they're like what's the point"" @TheTranscript_ on X 2025-07-16 08:19:41 UTC 86.6K followers, 8452 engagements
"$META CEO: " The recent elections also feel like a cultural tipping point towards once again prioritizing speech. So we're going to get back to our roots and focus on reducing mistakes simplifying our policies and restoring free expression on our platforms"" @TheTranscript_ on X 2025-01-07 12:52:39 UTC 86.6K followers, 89.3K engagements
"Johnson & Johnson raises full-year guidance on forex tailwinds & operational performance $JNJ: +1.4% Pre-Market" @TheTranscript_ on X 2025-07-16 11:10:43 UTC 86.6K followers, 5995 engagements
"$JPM CFO: "We're essentially firing on all CYLINDERS"" @TheTranscript_ on X 2025-07-15 14:31:50 UTC 86.6K followers, 14.1K engagements
"Veeva Systems CEO: "I consider this our best first quarter ever." $VEEV: +11% AH" @TheTranscript_ on X 2025-05-28 20:10:34 UTC 86.5K followers, 6900 engagements
"$SAP CEO: "Is it really that we need to build five data centers and put great chips in there Is this what Europe needs I doubt it"" @TheTranscript_ on X 2025-07-07 23:00:01 UTC 86.6K followers, 26.1K engagements
"Bank of New York Mellon CEO: ".a strong performance in the second quarter. Total revenue was up X% Y/Y and for the first time exceeded $5B in a quarter." $BK: +2.4% Pre-Market" @TheTranscript_ on X 2025-07-15 10:48:09 UTC 86.6K followers, 4367 engagements
"$ASML CFO: "Q2 net system bookings came in at 5.5B which is made up of 2.3B of EUV and 3.2B of non-EUV. Net system bookings in the quarter were weighted towards Logic at XX% of the bookings while Memory accounted for the remaining 16%."" @TheTranscript_ on X 2025-07-16 14:52:17 UTC 86.6K followers, 5341 engagements
"$CSU Constellation Software Founder Mark Leonard identifies AI as one of the things taking a big chunk of his time currently: "So the search around adjacencies of one form or another has been a big chunk of time. Monitoring what's going on in AI is a big chunk of time. The experiment of purchases putting organic growth as a much bigger component of the bonus system and having profitability be a much smaller component of the compensation system is one I'm fascinated by and trying to get rolled out.Those are things I am thinking about"" @TheTranscript_ on X 2025-05-13 16:23:14 UTC 86.6K followers, 4940 engagements
"Volkswagen Group CEO: "Global BEV share in H1 XX increases significantly year-on-year from X to XX% strong growth in Europe (+89%) and the USA (+24%) declining development in China (-34%) Volkswagen Group clear BEV market leader in Europe (market share of around 28%)" $VWAGY" @TheTranscript_ on X 2025-07-11 21:00:12 UTC 86.6K followers, 15.4K engagements
"27 S&P XXX companies to report their Q2 XX earnings this week:" @TheTranscript_ on X 2025-07-14 17:00:16 UTC 86.6K followers, 8458 engagements
"TSMC Q2 2025 results NTD YoY: Net revenue: +38.6% to 933.8B Operating income: +61.7% to 463.4B Operating margin: +7.1pp to XXXX% Net profit: +60.7% to 398.3B Net profit margin: +5.9pp to XXXX% EPS: +60.7% to NTD XXXXX $TSM $TSMC" @TheTranscript_ on X 2025-07-17 06:26:12 UTC 86.6K followers, 21.7K engagements
"Slow start to the Q2 XX earnings season this week: $DAL $CAG $LEVI $SMPL $PSMT $WDFC $HELE $ETWO $MEI $AZZ $BSET $BYRN $KURA $SAR $AEHR $PCYO $NTIC" @TheTranscript_ on X 2025-07-07 12:00:17 UTC 86.6K followers, 6609 engagements
"$JPM CEO: "So if you look at financial services very often it's the new products that blow up. It takes a while they haven't been through a cycle. You had that with equities way back in 1929 with options with equity derivatives with mortgages even with Ginnie Mae."" @TheTranscript_ on X 2025-07-17 19:00:02 UTC 86.6K followers, 8709 engagements
"Rio Tinto Q2 market commentary: "Chinese economy: industrial activity and net exports grew strongly during the quarter on the back of Chinas highly competitive manufacturing sector"" @TheTranscript_ on X 2025-07-16 12:57:59 UTC 86.6K followers, 4422 engagements
"Interactive Brokers Group CEO: "We saw strong account growth as we added more investors to our platform. This quarter we added 250k net new accounts bringing our year-to-date total to over 528k more than we added in all of 2023." $IBKR: +5% After-Hours" @TheTranscript_ on X 2025-07-17 22:40:12 UTC 86.6K followers, 10.5K engagements
"Earning next week. $TSM $UNH $JNJ $ASML $NFLX $AXP $BX $PNC $USB $SCHW $PGR $TRV $ABT $C $BAC $CSX $KMI $PLD $INFY $ERIC $WIT $KEY $HBAN $STT $CFG $ALV $DHI $UAL $RENT $OZK $FHN $SKIL $ACI $FNBO $EQBK $GSBC $FBK $PNFP $HWC $FULT $MRTN $FFIN $JCS $APLD $KORE $SDVKY $LZB $ALOT" @TheTranscript_ on X 2025-04-11 23:00:04 UTC 86.6K followers, 44.9K engagements
"$MSFT CEO Satya Nadella giving advice at the Y Combinator Forum last month: " Don't wait for the next big thing. Take the thing that you have as the biggest thing and then make it expansive.:" @TheTranscript_ on X 2025-07-04 23:00:33 UTC 86.6K followers, 21K engagements
"It's all about Nvidia next week in earnings: $NVDA $LOW $TD $TJX $AMT $INTU $ZM $ADSK $PLNT $DOCU $SNOW $CRM $MARA $TDOC $BYND $JACK $CAVA $INST $COUP $RDFN $OPEN $LUCID $AES $NRG $STLA $VRSK $ACM $DLO $KRO $CIB $HPQ $DELL $RUN $DUOL $MOS $CLOV $BE $ARCH $ESTC $RKLB $PENN $VTRS $AMNL $FRO $APLS" @TheTranscript_ on X 2025-02-21 21:00:04 UTC 86.6K followers, 30.4K engagements
"BlackRock: "$152B of YTD total net inflows led by a record H1 for iShares ETFs alongside private markets & cash net inflows $68B of quarterly total net inflows reflect impact of a single institutional client's $52B lower-fee index partial redemption" $BLK" @TheTranscript_ on X 2025-07-15 10:45:56 UTC 86.6K followers, 4309 engagements
"It's TSMC and Netflix's day tomorrow: Before Open: $TSM $GE $PEP $CTAS $TCBI $USB $NVS $ELV $ABT $TRV $MAN After Close: $NFLX $IBKR $MRTN $WAL $WIT $MCB $FNB $OZK" @TheTranscript_ on X 2025-07-16 21:00:13 UTC 86.6K followers, 12.5K engagements
"J.B. Hunt Transport double beat "Overall demand for our intermodal service remained steady despite market volatility surrounding global supply-chains and trade patterns." $JBHT: -X% AH" @TheTranscript_ on X 2025-07-15 20:23:03 UTC 86.6K followers, 4731 engagements
"$BLK CEO: "All the medical evidence suggests that those who are working and have a purpose actually live even longer than those who retire quite young"" @TheTranscript_ on X 2025-07-15 23:00:11 UTC 86.6K followers, 16.1K engagements
"$MSFT CEO Satya Nadella giving advice on leadership at the Y Combinator Forum last month: " That magical sort of three things which is bringing clarity creating energy and driving success by solving over-constrained problems is what I think leadership is about."" @TheTranscript_ on X 2025-07-03 23:00:37 UTC 86.6K followers, 12.6K engagements
"Bank of America CEO: "Consumers remained resilient with healthy spending and asset quality and commercial borrower utilization rates rose." $BAC: +2% Pre-Market" @TheTranscript_ on X 2025-07-16 10:58:42 UTC 86.6K followers, 10.5K engagements
"$GS CEO: "During the quarter we priced XX IPOs for clients around the globe including Circle Chime eToro and HDB Financial Services which have performed well in the secondary market. "" @TheTranscript_ on X 2025-07-17 17:00:05 UTC 86.6K followers, 3545 engagements
"ASML Q2 XX results YoY: Total net sales: +23.2% to 7.7B Net income: +45.1% to 2.3B Gross margin: XXXX% +220bps Net bookings: -XXX% to 5.5B New lithography systems sold: -XXXX% to XX units FY XX sales expected to grow XX% YoY with XX% gross margin $ASML" @TheTranscript_ on X 2025-07-16 05:18:17 UTC 86.6K followers, 52.5K engagements
"PNC Financial Services CEO: "The strength of our franchise resulted in strong loan and revenue growth even through an uncertain macro environment while expenses remained well-controlled." $PNC: +2% Pre-Market" @TheTranscript_ on X 2025-07-16 11:14:46 UTC 86.6K followers, 3676 engagements
"Quotes we noted in May 2023 on learning from failure by $NVDA CEO: "I was successful until I started NVIDIA. At NVIDIA I experienced failures great big ones. All humiliating & embarrassing. Many nearly doomed us.Confronting our mistake(s) & with humility asking for help saved NVIDIA"" @TheTranscript_ on X 2025-07-12 20:00:08 UTC 86.5K followers, 10.1K engagements
"Constellation Brands CEO: ".we continued to face softer consumer demand largely driven by what we believe to be non-structural socioeconomic factors." $STZ: -X% PM" @TheTranscript_ on X 2025-07-01 20:39:26 UTC 86.6K followers, 5783 engagements
"General Mills CEO: "Our number one goal in FY XX is to restore volume-driven organic sales growth." FY XX Results: Net Sales: -X% to $19.5B Operating Profit: -X% to $3.3B Net profit: -X% to $2.3B $GIS: -X% Pre-Market" @TheTranscript_ on X 2025-06-25 12:33:20 UTC 86.6K followers, 4839 engagements
"$BAC CEO: "We delivered another solid quarter with earnings per share up X% YoY. Net interest income grew for the fourth straight quarter reflecting eight consecutive quarters of deposit growth and seven percent year-over-year loan growth"" @TheTranscript_ on X 2025-07-16 11:00:52 UTC 86.6K followers, 6029 engagements
"We get to know more on trading vs investment banking revenues this week in Q2 XX earnings:" @TheTranscript_ on X 2025-07-14 20:00:10 UTC 86.6K followers, 10.2K engagements
"$JPM CEO Jamie Dimon invested $60M (half his net worth) on joining Bank One as CEO back in 2000: "I wanted 'em to know I was in XXX% lock stock and barrel. There was no questionI would never sell that stock & I'm gonna go down with the ship or go up with the ship"" @TheTranscript_ on X 2025-07-16 19:31:42 UTC 86.6K followers, 143.1K engagements
"Looks like Google isn't dead yet: $GOOG $GOOGL $MSFT" @TheTranscript_ on X 2025-07-09 18:00:14 UTC 86.6K followers, 50.2K engagements
"Helen of Troy double miss CEO: "The first quarter was challenging with tariff-related impacts making up X pps of the XXXX% consolidated revenue decline." $HELE: -XX% Pre-Market" @TheTranscript_ on X 2025-07-10 11:27:53 UTC 86.6K followers, 5501 engagements
"This week in earnings: $WMT $BABA $DE $AMAT $CSCO $JD $NTES $HMC $DAL $SE $TTWO $CYBR $UA $NRG $MGA $CSIQ $EXEL $IGT $DOCS $PERI $DLO $NRGV $DXC $CAVA $FOXA $RMD $TME $NICE $DT $CPRX $FLO $SMR $DDD $MNDY $ACHR $NU $ARCO $PSFE $INVZ $RNA $GLOB $PNNT $SRAD $HTZ $CHGG $MMP $OKLO" @TheTranscript_ on X 2025-05-12 11:00:08 UTC 86.6K followers, 9720 engagements
"$BAC CEO: "So far this year we have supplied more capital to our businesses and returned XX percent more capital to shareholders in the first half of this year than last year" @TheTranscript_ on X 2025-07-16 11:02:53 UTC 86.6K followers, 3704 engagements
"$JPM: "Reserves were relatively flat as changes in the weighted-average macroeconomic outlook were offset by loan growth in Card Services"" @TheTranscript_ on X 2025-07-15 11:24:38 UTC 86.6K followers, 4086 engagements
"Morgan Stanley double beat with IB revenues down X% CEO: ".another strong quarter" $MS: -XXX% Pre-Market" @TheTranscript_ on X 2025-07-16 12:16:00 UTC 86.6K followers, 3530 engagements
"$BLK CEO: "Europe is just starting to launch the same type of growth rates that we saw in the U.S. in terms of ETF adoption IShares is about $1T in Europe with XX% market share."" @TheTranscript_ on X 2025-07-15 12:53:40 UTC 86.6K followers, 4430 engagements
"$DVN Devon Energy CEO on what their North Star is: "What's the North Star what are we focused on what are we driving for. For us sustainable free cash flow durable sustainable free cash flow is what we're driving towards. We are clear on that"" @TheTranscript_ on X 2025-07-06 20:00:02 UTC 86.6K followers, 13.1K engagements
"Google inks $3B deal with Brookfield for 670MW of hydro power to run AI data centers: "This collaboration with Brookfield is a significant step forward ensuring clean energy supply in the PJM region where we operate" $GOOG $GOOGL $BAM" @TheTranscript_ on X 2025-07-15 11:31:26 UTC 86.6K followers, 12.6K engagements
"Some banter from the Bank of New York Melon Call: Mike Mayo: "No good deed goes unpunished. I know you talked about organic growth." $BK CEO: "You could make that one of your punch lines Mike. I know you've trademarked the world's worst oligopoly but that one you can put in trademark as well."" @TheTranscript_ on X 2025-07-16 16:12:54 UTC 86.6K followers, 4612 engagements
"$META CEO on why personal super intelligence sets them apart from other labs: "So far I think that you hear a lot from the other labs around wanting to automate all of the economically productive work in society.what were going to try to do is personal super intelligence"" @TheTranscript_ on X 2025-07-16 16:53:52 UTC 86.6K followers, 9706 engagements
"Netflix CFO: "As you saw in the letter we increased our full year revenue guidance to $44.8B to $45.2B up about $1B at the midpoint while FX is the primary driver were also seeing strength in our underlying business." $NFLX: -X% AH" @TheTranscript_ on X 2025-07-17 22:19:51 UTC 86.6K followers, 3836 engagements
"$NVDA CEO: II am announcing that the US government has approved for us filing licenses to start shipping H20s. And so we will start to sell H20s to the Chinese market and I'm looking forward to shipping H20s very soon. And so I'm very happy with that. Very very good news."" @TheTranscript_ on X 2025-07-15 09:00:11 UTC 86.6K followers, 26.1K engagements
"Tomorrow's earnings party includes ASML Morgan Stanley Bank of America & Goldman Sachs: Before Open: $ASML $BAC $GS $PNC $JNJ $PLD $MTB $MS $SDVKY After Close: $UAL $KMI $AA $MCRI $SNV $SLG $BANR $GSBC $HOMB" @TheTranscript_ on X 2025-07-15 21:00:19 UTC 86.6K followers, 13.7K engagements
"Global search engine market share shows a slight decline by Google YoY: $GOOG $GOOGL $MSFT" @TheTranscript_ on X 2025-07-09 13:46:56 UTC 86.6K followers, 14.7K engagements
"$JPM CEO & CFO banter over financial calculators & compounding returns: CEO: "I had Jeremy do this number one point if you compounded at XX% for XX years. youd have a good chunk of the GDP of the U.S." CFO: I always have to go put new batteries in my HP 12C when you ask me that question." Analyst: "Jeremy I'm glad you're still using HP 12c" CEO: "He just uses his big brain. He doesn't need the 12c."" @TheTranscript_ on X 2025-07-16 23:00:10 UTC 86.6K followers, 10.4K engagements
"The Q2 '25 earnings season kicks off next week led by the big banks: $JPM $BLK $ASML $GS $NFLX $JNJ $AXP $ELV $PEP $MS $TRV $PNC $MTB $CTAS $BAC $WFC $STT $C $BK $MMC $UAL $ACI $FAST $SLB $MMM $ABT $ERIC $USB $TCBI $RF $FHN $SLP $EQBK $FNB $OZK $HWC $SCHW $ALV $CMA $ALLY" @TheTranscript_ on X 2025-07-11 20:00:09 UTC 86.6K followers, 25.2K engagements
"Zuckerberg approaching OpenAI employees: $META" @TheTranscript_ on X 2025-07-02 15:15:20 UTC 86.6K followers, 167.3K engagements
"BlackRock CEO: "We generated X% organic base fee growth for the second quarter and the first half of 2025 and X% over the last twelve months." $BLK: -X% Pre-Market" @TheTranscript_ on X 2025-07-15 10:43:44 UTC 86.6K followers, 10.1K engagements
"Clear CEO: "I used to tell our management teams when I was an investor you should just lever up and buy back stock. I don't know why you're not more levered. The optimal capital structure is X. When you run the business and you're responsible for all the employees and you're wanting to invest in the business or leave cash on the balance sheet for potential M&A or whatever levering up doesn't necessarily feel like the great thing"" @TheTranscript_ on X 2025-07-10 18:00:01 UTC 86.6K followers, 12.8K engagements
"United Airlines: "Beginning in early July United has seen a sequential X point acceleration in demand and a double-digit acceleration in business demand versus the second quarter." $UAL:" @TheTranscript_ on X 2025-07-16 20:47:02 UTC 86.6K followers, 7236 engagements
"$MSFT CPO: Don't bet against continued technological progress" @TheTranscript_ on X 2025-07-13 23:00:10 UTC 86.5K followers, 9743 engagements
"Waste Management CFO: "I think it's important to understand how we've performed over the past few years" $WM" @TheTranscript_ on X 2025-07-03 17:00:13 UTC 86.6K followers, 15K engagements
"Today in earnings: Before open: $PHG $BMRC $BOH $HBT $SDVKY $HOPE $ACU $DX After Close: $CLF $CDNS $LOGI $CALX $MEDP $ARE $HLX $CCK $PKG $AGYS $WRB $WASH $BRO $CR $HXL $SAND $TRST $CATY $EFSC $HSTM $IBTX $KREF $RBB $SMBK" @TheTranscript_ on X 2023-10-23 10:00:10 UTC 86.5K followers, 12.2K engagements