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@TheTranscript_ Avatar @TheTranscript_ The Transcript

Several major tech companies, including Amazon, Microsoft, and Alphabet, are experiencing a surge in demand for their cloud services, but are struggling to keep up with this demand due to capacity constraints. As a result, they are planning to significantly increase their capital expenditures to expand their data center capacity. This trend is expected to continue into 2026, with some companies already seeing substantial growth in their cloud businesses.

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Social Influence #

Social category influence stocks #2400 finance XXXX% technology brands XXXX% cryptocurrencies #2450 countries XXXX% luxury brands XXXX% automotive brands XXXX% celebrities XXXX% currencies XXXX% fashion brands XXXX%

Social topic influence $jpm #4, over the 0.36%, $csuto #20, momentum #93, $wfc #24, $dltr #8, has been 0.24%, outlook #141, infrastructure #2500, $race #1163

Top accounts mentioned or mentioned by @007ofwallst @grok @alerts_bullish @sundarpichai @greenstocksres @eastdakota @elonmusk @bat_tery @stockdatamarket @globalmarketsx @sama @dkhos @dissectmarkets @tradingpulsex @timcook @monkechevarria @ericsoda @vipersteve21 @schaeffers @robmelzer11

Top assets mentioned JPMorgan Chase (JPM) Wells Fargo & Co (WFC) Dollar Tree Inc (DLTR) Ferrari N.V. (RACE) Blackstone, Inc. (BX) Akamai Technologies, Inc. (AKAM) Alphabet Inc Class A (GOOGL) Copart, Inc. (CPRT) Texas Instruments (TXN) Basis Cash (BAC) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Morgan Stanley (MS) Bath & Body Works Inc (BBWI) Airbnb Inc (ABNB) DarkShield Games Studio (DKS) DAOLaunch (DAL) Dell Technologies, Inc. (DELL) Microsoft Corp. (MSFT) GM (GM) PNC Financial Services Group Inc (PNC) Brookfield Asset Management Inc (BAM) Taiwan Semiconductor (TSM) OwlDAO (OWL) Spotify Technology (SPOT) Wormhole (W) Berkshire Hathaway Inc Class B (BRK.B) ON Semiconductor, Corp. (ON) Axsome Therapeutics, Inc (AXSM) Palantir (PLTR) MercadoLibre Inc (MELI) Axon Enterprise, Inc. (AXON) BellRing Brands, Inc. (BRBR) Tyson Foods, Inc. (TSN) Hims & Hers Health, Inc. (HIMS) Vertex Protocol (VRTX) Johnson & Johnson (JNJ) Oracle Corporation (ORCL) US Bancorp (USB) GammaSwap (GS) Advanced Micro Devices (AMD) BlackCoin (BLK) Domino's Pizza Inc (DPZ) United Airlines Holdings, Inc. (UAL) J B Hunt Transport Services Inc (JBHT) Intuit Inc. (INTU) PVH Corp (PVH) PepsiCo, Inc. (PEP) KLA Corp (KLAC) SAP SE (SAP) FedEx Corporation (FDX) NVIDIA Corp. (NVDA) Metadium (META) Booking Holdings Inc (BKNG) KKR & Co, Inc. (KKR) Capital One Financial Corp. (COF) Alexandria Real Estate Equities Inc (ARE) Merit Circle (MC) Veeva Systems, Inc. (VEEV)

Top Social Posts #

Top posts by engagements in the last XX hours

"$KKR Partner Alisa Wood at a BBG event: "There are 19000 PE funds in the US. There are 14000 McDonald's in the US. How are there more PE funds than McDonald's .and by the way they're all not created equal. So the spread between the best managers and the kind of mediocre third quartile managers are over 1400 basis points of dispersion. If you look in public equities for that same spread it's XXX to XXX basis points. So what does that tell you It tells you the who matters more than the whatthe people and the managers that you choose""
X Link @TheTranscript_ 2025-10-01T23:00Z 91.4K followers, 172K engagements

"Morgan Stanley CEO: "Our Integrated Firm delivered an outstanding quarter with strong performance in each of our businesses globally." $MS: +3.5% Pre-Market"
X Link @TheTranscript_ 2025-10-15T11:40Z 91.4K followers, 8866 engagements

"$JPM CEO Jamie Dimon yesterday: "But I do remind people we've had a bull market for a long time. Asset prices are high a lot of credit stuff that you would see out there you will only see when there's a downturn""
X Link @TheTranscript_ 2025-10-15T18:00Z 91.4K followers, 16.3K engagements

"$ARM CEO on the All-in Podcast: "It is a mindset. TSMC is a 24/7 operation where if a line goes down or a customer has a problem not only do the technicians need to be ready to go the engineers need to be ready to go. That is something that I think weve lost the muscle memory for inside the United States quite frankly on how to do that. We may have had it a generation or so agoI dont know that we have it now.""
X Link @TheTranscript_ 2025-10-02T23:00Z 91.4K followers, 72.6K engagements

"Bath & Body Works CEO: "Based on our strong first-half results and our confidence in our outlook we are raising the low end of our full-year adjusted earnings per share guidance range" $BBWI: -X% Pre-Market"
X Link @TheTranscript_ 2025-08-28T12:05Z 91.3K followers, 4929 engagements

"In this weeks newsletter: 💰 $COF: The U.S. consumer is in a great place here that we continue to we see the U.S. consumer as a source of strength in the economy 📉 $ARE: Over the next several quarters we expect the Fed to finally lower interest rates which is desperately needed for the capital markets of our industry 📈 $MC: The team enters the second half of the year with strong momentum as investor risk appetite grows and capital is generally available $TSCO: There is strong consumer confidence in rural America. We continue to see domestic migration into rural America 🔍 $GOOG: Search"
X Link @TheTranscript_ 2025-07-28T17:32Z 91.4K followers, 14.2K engagements

"$BBWI Bath & Body Works CEO: "I was one of those lucky public company CEOs that got to do their first earnings call in the first X days of being appointed. In fact my fifth day in Ohio my fifth day in the company.""
X Link @TheTranscript_ 2025-09-09T21:00Z 91.4K followers, 8638 engagements

"Calm week in earnings before the storm of Q3 earnings starts"
X Link @TheTranscript_ 2025-10-01T19:56Z 91.4K followers, 8724 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""
X Link @TheTranscript_ 2025-02-24T00:00Z 91.4K followers, 47.6K engagements

"$ABNB CEO: "We have about XX million listings in Airbnb and for most of our history we had the great fortune of most of supply coming organically to Airbnb and the vast majority of supply still comes organically. ""
X Link @TheTranscript_ 2025-10-05T17:00Z 91.4K followers, 9925 engagements

"$VEEV Veeva Systems New CFO jokes about his freshman year at Veeva: I am coming up on the end of my freshman year here. So a couple of bumbles and awkward movements along the way. I got stuffed in a couple of lockers but we made it through. It's been a great ride so far""
X Link @TheTranscript_ 2025-09-17T15:15Z 91.4K followers, 9905 engagements

"$DLTR Dollar Tree CEO: "As of the end of Q2 we have added XXX million new customers on a last XX months basis consistent with our pace in recent quarters. And nearly 2/3 of those new customers came from households earning $100000 or more""
X Link @TheTranscript_ 2025-09-28T20:00Z 91.4K followers, 16.4K engagements

"On the economy: $WFC CEO: "While some economic uncertainty remains the U.S. economy has been resilient and the financial health of our clients and customers remains strong." $JPM CEO: "While there have been some signs of a softening particularly in job growth the U.S. economy generally remained resilient""
X Link @TheTranscript_ 2025-10-14T11:15Z 91.4K followers, 13.4K engagements

"DICK'S Sporting Goods CEO: "Our Q2 comps increased XXX% with growth in average ticket and transactions and we drove second quarter gross margin expansion. We are raising our full year 2025 outlook to reflect our strong Q2 results." $DKS: +0.4% Pre-Market"
X Link @TheTranscript_ 2025-08-28T12:15Z 91.4K followers, 5664 engagements

"Delta Air Lines double beat + raises FY guidance CEO: "Momentum is continuing into the final stretch of our Centennial year positioning us to deliver strong December quarter earnings." $DAL: +5% Pre-Market Airline stocks up on that beautiful note"
X Link @TheTranscript_ 2025-10-09T11:04Z 91.4K followers, 10.3K engagements

"$DELL CEO: Dell has engineered AI clusters of 100000+ GPUs deployed in weeks. We put 110000 GPUs a liquid cool infrastructure in a data center that was operational in weeks all up in X weeks driving tens of trillions of tokens"
X Link @TheTranscript_ 2025-10-12T18:00Z 91.4K followers, 18.1K engagements

"Emerson Electric CEO: "AI data center racks consume significantly more power than traditional data centers with a search on ChatGPT consuming X to XX times the power of a traditional search on Google" $EMR $GOOG $GOOGL $MSFT"
X Link @TheTranscript_ 2024-05-19T23:16Z 91.3K followers, 102.1K engagements

"NextEra Energy CEO: "we feel great about the business this decade. We feel great about the business next decade." $NEE"
X Link @TheTranscript_ 2025-10-10T18:00Z 91.4K followers, 11.2K engagements

"Monday earnings: Before Open: $NGD $EPD $ARLP $BOH $BMRC $RVTY $BFST After Close: $CLS $WM $NUE $CDNS $EXEL $BYON $RMBS $WHR $AMKR $CR $BRO"
X Link @TheTranscript_ 2025-07-27T19:42Z 91.4K followers, 9721 engagements

"$CPRT Co-CEO on how they are leveraging LLMs and AI: "we equip many of our sellers with tools to allow them to make instantaneous total loss decisions informed by literally millions of similar vehicles we've sold over the years. Those decision support tools are very much empowered by current generation large language model technologies.""
X Link @TheTranscript_ 2025-09-14T20:00Z 91.4K followers, 11.8K engagements

"$GM CFO last month: "So we're going to see some noise in October and November and I expect that EV demand is going to drop off pretty precipitously. ""
X Link @TheTranscript_ 2025-10-12T17:00Z 91.4K followers, 9990 engagements

"$PNC CEO: "We don't need the coders anymore. We need the engineers and the people who can describe the outcome they want. So you end up describing to an agent that's an AI agent how to create this screen. I want it to look like this. I want to bring this balance here.""
X Link @TheTranscript_ 2025-10-03T15:15Z 91.3K followers, 9507 engagements

"$WFC Wells Fargo: "We are a different company today than we were five years ago""
X Link @TheTranscript_ 2025-10-14T23:00Z 91.4K followers, 9645 engagements

"Constellation Software President Mark Miller: "From my perspective. philosophical thing. We've never been a fan of doing buybacks at Constellation." $CSU.TO"
X Link @TheTranscript_ 2025-10-08T17:00Z 91.4K followers, 8265 engagements

"Ferrari held its capital markets day yesterday where its raised guidance fell short of analyst expectations. The management also failed to mention AI even once (the audacity) No wonder the stock was down XX% yesterday. $RACE"
X Link @TheTranscript_ 2025-10-10T12:01Z 91.4K followers, 5730 engagements

"$JPM CEO Jamie Dimon: "You know medical we spend $X billion or so on medical. Thats going to be up XX% next year. You know. And so when you look at some of these things and we know that already and maybe we think it actually might be up another XX% in 2027 for a whole bunch of different reasons.""
X Link @TheTranscript_ 2025-10-14T13:20Z 91.4K followers, 23.7K engagements

"$BAM CFO while discussing data centers: "I would say every conversation that I have with anybody about data centers they say yes but what if this gets overbuilt Like how are we not just running off a cliff here" Their Global Head of AI Infrastructure had a response:"
X Link @TheTranscript_ 2025-09-18T23:00Z 91.3K followers, 42.1K engagements

"$BX Blackstone President: "Since 2020 CapEx spend in hyperscalers is up sixfold with just four companies Microsoft Meta Google Amazon to $XXX billion. To put that into context that is bigger than the budget of NASA the Department Energy and the Department of State. It's equal to X% of the GDP of the United States. This doesn't include Oracle which is now joining the party in a big way. These numbers are gonna be even bigger next year.""
X Link @TheTranscript_ 2025-09-28T18:00Z 91.4K followers, 22K engagements

"TSMC Revenues: September 2025: +31.4% YoY to NT$330.98B (-1.4% MoM) YTD (JanSep 2025): +36.4% YoY to NT$2.76T $TSM will hold its Q3 XX earnings call on October XX 2025 at 14:00 Taiwan / 02:00 ET"
X Link @TheTranscript_ 2025-10-09T09:55Z 91.4K followers, 18.2K engagements

"Blue Owl Capital Co-CEO on their stock's underperformance: "And I just look at us being down 25%. And it just makes no sense to me because we've had really good results. And we laid out for people what we thought we could do over the next X to X years." $OWL"
X Link @TheTranscript_ 2025-10-05T18:00Z 91.4K followers, 202.4K engagements

"$JPM CFO: ".it's pretty easy to imagine a world where the labor market deteriorates from here. And if that happens obviously as you well know we're going to see worse consumer credit performance. So I wouldn't say we're pounding the table with this view but we're just noting as we always do that there are risks and that the fact that things are fine now doesn't mean they're guaranteed to be great forever.""
X Link @TheTranscript_ 2025-10-14T13:32Z 91.4K followers, 7947 engagements

"$ASML CEO: "On the market side we have seen continued positive momentum around investments in AI and have also seen this extending to more customers both in leading-edge Logic and advanced DRAM.""
X Link @TheTranscript_ 2025-10-15T08:56Z 91.4K followers, 13.2K engagements

"$SPOT CEO @eldsjal: "I think happiness is a trailing indicator of impact and I think truly sustained happiness comes from impact.""
X Link @TheTranscript_ 2025-10-13T17:00Z 91.4K followers, 9083 engagements

"$JPM CFO on their private credit exposure: "I just want to reiterate we do not have any exposure to First Brands. On Tricolor it represents XXX million of the wholesale charge-offs this quarter. ""
X Link @TheTranscript_ 2025-10-14T13:44Z 91.4K followers, 4572 engagements

"Happy Palantir day tomorrow for those who celebrate Before Open:$W $BRKB $ON $BNTX $AXSM $TSN $TGTX $BCRX $IDXX $FRPT $KSPI After Close: $PLTR $HIMS $MELI $NVTS $AXON $VRTX $BRBR $LSCC $BWXT $OKE $RIG $TDUP"
X Link @TheTranscript_ 2025-08-03T21:38Z 91.4K followers, 12.3K engagements

"Johnson & Johnson CEO: "Johnson & Johnson delivered another strong performance in the third quarter." $JNJ:"
X Link @TheTranscript_ 2025-10-14T11:27Z 91.4K followers, 5886 engagements

"$ORCL CTO last week: "The colossal size of the AI endeavor and the size of the responsibility that goes with it it's difficult to imagine. But Oracle's job is not to imagine gigawatt scale data centers. Oracle's job is to build them.""
X Link @TheTranscript_ 2025-10-04T15:15Z 91.3K followers, 11K engagements

"$AKAM CEO and board buying stock amid valuation disconnect: "we did an investor survey recently because -- the one common theme is wow you're undervalued. We are. And I bought stock.Our Board Chairman bought stock.The company bought back a lot of stock""
X Link @TheTranscript_ 2025-09-14T17:00Z 91.4K followers, 9926 engagements

"$DLTR Exec today: "Higher-income households are our fastest-growing cohort proving that our value resonates across all income brackets. When households especially higher-income households shop our stores they drive higher baskets because multiprice is especially relevant to them.""
X Link @TheTranscript_ 2025-10-15T20:57Z 91.4K followers, 10.5K engagements

"Set a reminder for our upcoming Space with @SleepwellCap on $SPOT:"
X Link @TheTranscript_ 2025-10-03T17:51Z 91.4K followers, 12.2K engagements

"Unilevers aggressive influencer expansion in India and the U.S "I feel in our fireside chat I said I want one influencer in every ZIP code of India it has 15000. We have now 12000. In U.S. that I have 8000. " - $UL"
X Link @TheTranscript_ 2025-09-25T15:15Z 91.3K followers, 9729 engagements

"Thursday's earnings will be headlined by TSMC Before Open: $TSM $BK $SCHW $INFY $TRV $MMC $CMC $MTB $MAN $USB After Close: $IBKR $CSX $SFNC $GBCI $FNB $CNS $INDB"
X Link @TheTranscript_ 2025-10-15T21:00Z 91.4K followers, 10.9K engagements

"Constellation Software Q2 2025 results: Revenue: +15% to $2.84B Organic growth: +5% Net income: -XX% to $56M CFO: +63% to $433M FCF to shareholders: +20% to $220M Acquisitions: $380M aggregate cash consideration ($469M incl. deferred payments) $CSU"
X Link @TheTranscript_ 2025-08-09T13:30Z 91.3K followers, 35.8K engagements

"Costco Micron & KB Home are some of the key companies reporting this week $AZO $CTAS $UEC $THO $ACN $KMX $JBL $BB $SNX $MU $AIR $WOR $MLKN $KBH $FUL $SCS $SFIX $WS $COST $CNXC $LPTH"
X Link @TheTranscript_ 2025-09-22T18:00Z 91.4K followers, 25.6K engagements

"$JPM CEO Jamie Dimon on Tricolor: ".not our finest moment.My antenna goes up when things like that happen. And I probably shouldn't say this but when you see one cockroach there are probably more and so we should everyone should be forewarned on this one.""
X Link @TheTranscript_ 2025-10-14T13:46Z 91.4K followers, 7084 engagements

"$PLAY Dave & Busters Management being candid: "We made specific execution missteps that resulted in lack of awareness of our offerings and inconsistent operational execution. We have high confidence that we will improve performance in the near term by executing on focused improvements.""
X Link @TheTranscript_ 2025-09-27T20:00Z 91.3K followers, 10.9K engagements

"Enjoyed this Subscribe to our weekly newsletter here to get key quotes from earnings calls on Email:"
X Link @TheTranscript_ 2025-10-13T22:22Z 91.4K followers, 4762 engagements

"Goldman Sachs double beat CEO: "This quarter's results reflect the strength of our client franchise and focus on executing our strategic priorities in an improved market environment." $GS: -XXX% Pre-Market"
X Link @TheTranscript_ 2025-10-14T11:42Z 91.4K followers, 13.2K engagements

"$TXN CFO: "And of course we'll continue to focus on the long-term growth of free cash flow per share which we believe is what drives value for investors long term.""
X Link @TheTranscript_ 2025-10-04T20:00Z 91.4K followers, 11.7K engagements

"$WFC CEO: "We grew our balance sheet including the highest linked-quarter loan growth in over three years. Credit performance was strong and continued to improve.""
X Link @TheTranscript_ 2025-10-14T11:56Z 91.4K followers, 9261 engagements

"Oracle Cloud to deploy 50000 $AMD AI chips in H2 26: "We feel like customers are going to take up AMD very very well especially in the inferencing space. I think AMD has done a really fantastic job just like Nvidia & I think both of them have their place" - $ORCL SVP CNBC"
X Link @TheTranscript_ 2025-10-14T13:50Z 91.4K followers, 8405 engagements

"Constellation Software Founder Mark Leonard back in 2015: "I love what I'm doing and don't want to stop unless my health deteriorates or the board figures it's time for me to go.""
X Link @TheTranscript_ 2025-09-28T15:15Z 91.4K followers, 18.9K engagements

"Constellation Software has announced that founder Mark Leonard has stepped down as President for health reasons effective immediately. COO Mark Miller has been appointed President while Leonard remains on the Board. $CSU.TO"
X Link @TheTranscript_ 2025-09-25T14:44Z 91.4K followers, 28K engagements

"The Q3 XX earnings party starts tomorrow: Before Open: $BLK $JPM $GS $C $WFC $JNJ $DPZ $ERIC $ACI $FBK After Close: $KARO $EQBK $HWC"
X Link @TheTranscript_ 2025-10-13T23:00Z 91.4K followers, 9689 engagements

"$RACE CEO 2025 guidance:"
X Link @TheTranscript_ 2025-10-10T13:30Z 91.4K followers, 10.4K engagements

"United Airlines: "This great momentum has continued so far in the fourth quarter and we expect the fourth quarter of 2025 to have the highest total operating revenue for a single quarter in company history" $UAL: -XXX% AH"
X Link @TheTranscript_ 2025-10-15T20:39Z 91.4K followers, 11.5K engagements

"J.B. Hunt Transport Services double beat $JBHT: +11.3% AH"
X Link @TheTranscript_ 2025-10-15T20:37Z 91.4K followers, 5601 engagements

"$JPM CFO: "Consumers and small businesses remain resilient. Based on our data we are closely watching the potentially softening labor market. Our credit metrics including early-stage delinquencies remain stable and slightly better than expected""
X Link @TheTranscript_ 2025-10-14T13:22Z 91.4K followers, 19.4K engagements

"$KO Coca-Cola SVP: Only X% of new beverage brands survive long term "What we know about our industry globally as well whether it's developed or developing markets 30000 new products or brands SKUs come to play every year come to the market. X years later XX% of all these introductions are gone. And less than X% after X to XX years actually make it to $X billion brands.""
X Link @TheTranscript_ 2025-10-03T18:00Z 91.3K followers, 17K engagements

"Blackstone President: "60000 young people applied to work at Blackstone this year and only XXX get jobs. I'm very lucky I got a job at Blackstone XX years ago.& then when people come here the nearly XXX partners we have have stayed an average of XX years now today." $BX"
X Link @TheTranscript_ 2025-10-04T18:00Z 91.4K followers, 57.1K engagements

"$INTU Intuit CFO: "About XX years ago we were less than $X billion in size growing 8%. Today we are 4x that size nearly $XX billion growing at double the rate at XX% with XX% operating margins and the best is yet to come. ""
X Link @TheTranscript_ 2025-10-09T17:00Z 91.4K followers, 8433 engagements

"Wells Fargo double beat CEO: "The momentum we are building across our businesses drove strong financial results in the third quarter with net income and diluted earnings per share both up from a year ago and the second quarter" $WFC: +2% Pre-Market"
X Link @TheTranscript_ 2025-10-14T11:12Z 91.4K followers, 7680 engagements

"$AKAM Akamai CEO: $X of compute CapEx generates $1/year in recurring revenue "So very very roughly $X of compute CapEx when we are selling our Infrastructure as a Service or a partner service is $X a year of revenue. And we're amortizing now over a 6-year period. So very attractive economics. ""
X Link @TheTranscript_ 2025-09-16T21:00Z 91.4K followers, 14.1K engagements

"Colgate-Palmolive CEO: Consumers are minimizing pantry stock "consumers do not have X tubes of toothpaste or X bottles of mouthwash in their pantry they.have one. And they.purchase from cycle to cycle instead of having extra inventory at home" $CL"
X Link @TheTranscript_ 2025-09-20T15:15Z 91.4K followers, 34.8K engagements

"$C analyst to $AKAM CEO: Akamai transformed from XX% delivery to XX% compute & security. Tom you and the management team have worked really hard to take Akamai from a XX% delivery business to a XX% compute and security business which has a higher horsepower and torque in terms of growth""
X Link @TheTranscript_ 2025-09-12T15:15Z 91.4K followers, 10.4K engagements

"$AKAM CEO: Cutthroat pricing in delivery eased as X competitors exited. "I think the delivery marketplace was impacted by a bunch of companies that were selling below cost. And we have the best cost basis in the business. We're the biggest and best by a good margin but it's not helpful when there's competitors out there that are doing anything to get some revenue""
X Link @TheTranscript_ 2025-09-17T18:00Z 91.4K followers, 8967 engagements

"$CSU.TO Constellation Software CEO: No AI-driven deal competition or valuation pressure in private markets "No Paul. I mean I've not seen anything -- any impact on pace or valuation not at all. So stay tuned I haven't seen anything so far.""
X Link @TheTranscript_ 2025-10-02T21:00Z 91.4K followers, 11.9K engagements

"$JPM CEO Jamie Dimon last month: "Like communicating wellthats hard. And I probably underestimated the value of that when I was younger. And now I know how important it is.""
X Link @TheTranscript_ 2025-10-09T18:00Z 91.4K followers, 7284 engagements

"PVH CEO: "We continue to expect 2025 to mark our return to growth and we are raising our reported revenue guidance and reaffirming our non-GAAP earnings outlook for the full year" $PVH: +5% AH"
X Link @TheTranscript_ 2025-08-26T21:35Z 91.4K followers, 5783 engagements

"PepsiCo double beat reaffirms FY XX outlook & names Steve Schmit as new CFO CEO: "Were encouraged by the acceleration in our net revenue growth versus the previous quarter." $PEP: +2% Pre-Market"
X Link @TheTranscript_ 2025-10-09T11:02Z 91.4K followers, 5186 engagements

"$WMB CEO: ".the single most impactful metric for executive compensation at Williams is return on invested capital. And so we are absolutely -- and John is here our CFO I think the best in the industry like our job is to make sure we are driving the best shareholder return through how we allocate capital.""
X Link @TheTranscript_ 2025-09-30T18:00Z 91.3K followers, 8826 engagements

"Who makes the data center $BAC"
X Link @TheTranscript_ 2025-09-20T23:00Z 91.4K followers, 984.5K engagements

"$KLAC KLA Corp CEO/CFO on the impact of DeepSeek: "We are aware of the recent revelations of DeepSeek and the implications that it portends a diminished demand for advanced semiconductors.our own experience supports the theory that increased compute efficiency enables more adoption of AI in our platforms.""
X Link @TheTranscript_ 2025-01-30T21:22Z 91.3K followers, 18.1K engagements

"Lowe's CEO: "So today XX% of our goods are sourced from the U.S. XX% are sourced from China XX% from Mexico.These percents are dramatically different than they were X years ago when I arrived" $LOW"
X Link @TheTranscript_ 2025-09-24T18:00Z 91.4K followers, 63.9K engagements

"$CPRT Copart Co-CEO: EVs show higher total loss frequency "In broad strokes the returns on EVs are very strong. They total if anything more easily.So so far the indications be favorable in that regard when it comes to electric vehicle and total loss frequency selling prices and so forth""
X Link @TheTranscript_ 2025-09-12T17:00Z 91.4K followers, 10.8K engagements

"$DELL CEO: "And we've roughly doubled EPS over the last X years. Earnings per share is scaling growing faster than revenues. And we've returned $XXXX billion to our shareholders XX% of adjusted free cash flow has been returned since the inception of our capital return program.""
X Link @TheTranscript_ 2025-10-11T20:00Z 91.4K followers, 15.9K engagements

"$SAP CFO: "I am sometimes baffled when I hear from some investors that all customers will write their own software themselves. We're doing the same. So now the question is who has the bigger relative advantage Will it be a not-so-proficient software department of an industrial conglomerate leveraging AI tools Or will it be SAP doing a super systematic transformation program and bringing 30000 plus developers onto these new AI coding tools"
X Link @TheTranscript_ 2025-09-24T23:00Z 91.4K followers, 35.8K engagements

"$FDX CEO last month: "Notably we achieved this result despite continued headwinds from the trade environment and the U.S. Postal Service contract expiration. Consistent with the industry trends that we have seen in recent quarters revenue at Freight remained pressure.""
X Link @TheTranscript_ 2025-10-03T17:00Z 91.3K followers, 11.3K engagements

"$JPM CEO Jamie Dimon: "I suspect when theres a downturn you will see higher-than-normal downturn-type of credit losses in certain categories.""
X Link @TheTranscript_ 2025-10-14T13:36Z 91.4K followers, 6651 engagements

"$AMZN Founder Jeff Bezos: "I always say be stubborn on the vision and flexible on the details and you have to be because the world is changing and you change your mind. I've noticed that people who are right a lot change their mind a lot. People who are wrong a lot are very stubborn on the details""
X Link @TheTranscript_ 2025-10-12T23:00Z 91.4K followers, 42.6K engagements

"$NVDA CEO on risks of AI competition from China: China is well ahead of us on energy. We are way ahead on chips. They're right there on infrastructure. They're right there on AI models where weour models are better overall OpenAI's is better Anthropic is better. Gemini's you know better. However their open source models are well ahead of us. And then on the application layer we have to be quite mindful because their applications are very fast moving. Their society is very quick in adopting new technology. They're underregulatedthey don't regulate heavily at the industrial level. And so the"
X Link @TheTranscript_ 2025-10-08T18:00Z 91.4K followers, 38.7K engagements

"Domino's Pizza CEO: "In the U.S. we drove positive order counts behind our Best Deal Ever promotion and stuffed crust pizza product innovation for the third quarter. This resulted in another quarter of strong growth in both our delivery and carryout businesses." $DPZ: +1% PM"
X Link @TheTranscript_ 2025-10-14T11:18Z 91.4K followers, 7347 engagements

"Lam Research CEO: ".we plan to return XX% -- at least XX% of free cash flow to shareholders through a combination of dividends and buyback. I always point out to people that level of dividend is comfortably supported by the cash generation" $LRCX"
X Link @TheTranscript_ 2025-09-21T23:00Z 91.4K followers, 23.3K engagements

"Citizens Financial Group: "We are pleased to report very strong results for Q3 XX paced by excellent NII and fee growth X% sequential positive operating leverage and credit results that continue to trend favorably" $CFG: +2.3% Pre-Market"
X Link @TheTranscript_ 2025-10-15T11:01Z 91.4K followers, 4973 engagements

"Earnings today: Before Open: $DAL $PEP $TLRY $BYRN $HELE $NEOG After Close: $APLD $LEVI $APOG $ODC"
X Link @TheTranscript_ 2025-10-09T10:02Z 91.3K followers, 11.9K engagements

"Earnings banter: Question to Texas Instruments team: ".you undergrew the competition from I think '21 to '23 or something like that. And yet last year and this year you've been outgrowing the competition and the space. What's changed $TXN Head of IR: "Our CFO.""
X Link @TheTranscript_ 2025-10-05T15:15Z 91.4K followers, 19.7K engagements

"$JPM CEO Jamie Dimon says they are on high alert after fraud-related charge-offs "Mike you should assume that whatever something happens we scour all process all procedures all underwriting all everything. And you know we think we're okay in other stuff. But I my my antenna goes up when things like that happen. And I probably shouldn't say this but when you see one cockroach you're probably more you know and so we we should everyone should be forewarned on this one"
X Link @TheTranscript_ 2025-10-14T13:29Z 91.4K followers, 4925 engagements

"$BX Blackstone President on CRE: "It's been three and a half very tough years for commercial real estate but now this good dynamic has taken over which is new supply has declined by nearly XX% in this case in U.S. Logistics but it's really happening around the world. Cost of capital is coming down assets have been repriced this is the time you want to be an investor in commercial real estate""
X Link @TheTranscript_ 2025-09-29T23:00Z 91.4K followers, 17.2K engagements

"Bank of America double beat CEO: "Strong net income growth drove Q3 diluted EPS up XX% YoY.Revenue grew XX% YoY. Strong loan & deposit growth coupled with effective balance sheet positioning resulted in record net interest income." $BAC: +4% Pre-Market"
X Link @TheTranscript_ 2025-10-15T10:55Z 91.4K followers, 6765 engagements

"$CSU.TO Constellation Software President on their long-term thinking: "When we talk to our leaders and talk to the companies that we're hoping that we can invest in and acquire over time. We like to think over a very very very long horizon. So you need to be thinking about succession planning and in advance thinking about who could be for example President of Constellation in 2040 or something like that. You need to be thinking about that well in advance. And so that's mostly what I'm concerned. As far as skill sets whoever -- one of the biggest and most important skill sets on top of capital"
X Link @TheTranscript_ 2025-10-12T20:00Z 91.4K followers, 13.9K engagements

"CitiGroup CEO: "Revenues were up X% and every business had record third quarter revenue improved returns and positive operating leverage" $C:"
X Link @TheTranscript_ 2025-10-14T12:07Z 91.4K followers, 5504 engagements

"An analyst joked about sending the transcript to her boss after Dimons comment on pay pressure. I'll make sure to send this transcript to my boss. Erika Penala UBS $JPM"
X Link @TheTranscript_ 2025-10-15T15:15Z 91.4K followers, 9681 engagements

"$TXN CFO: "in the last few years FCF has been depressed with the higher CapEx. So it's been relatively easy to return all FCF since the dividend alone has accounted for more than the FCF. But we have continued the buyback. But as you pointed out it's been slower.As CapEx subsides. free cash flow will improve. well have more to distribute between dividend and buyback""
X Link @TheTranscript_ 2025-10-08T23:00Z 91.4K followers, 7867 engagements

"$NKE CEO: "When I talk to my team about passion commitment and determination we don't have to look much further than England Women's Soccer Team. It's a group that embraces their roles and experience coaching staff who adapt in the moment players who refused to give up. I mean I found out later that Lucy Bronze played the entire tournament with a fractured tibia a fracture tibia. That's resilience""
X Link @TheTranscript_ 2025-10-11T18:00Z 91.4K followers, 11.6K engagements

"$RACE CFO: ".the bulk of our growth in the next X years is driven by sports car revenues also sustained by the visibility granted by our order book.All in all we target to achieve total group net revenues of approximately 9B in 2030 with a CAGR in the region of 5%.""
X Link @TheTranscript_ 2025-10-10T23:00Z 91.4K followers, 9577 engagements

"$GM CFO last month: "The ICE tail is now fatter and longer than anybody ever thought it was going to be""
X Link @TheTranscript_ 2025-10-08T15:15Z 91.4K followers, 8189 engagements

"$KLAC KLA Corporation CFO: Our share of WFE rose from X% to X% You look at where we were in 2020 2021 KLAs share of WFE was somewhere in the low X percents. This year were approaching about 8%. Thats a couple of points on $100+ billion of opportunity"
X Link @TheTranscript_ 2025-09-15T18:00Z 91.4K followers, 9070 engagements

"$ABNB CEO last month: "We're one of the most international companies in the world. We're in XXX countries in the regions and yet XX% of our businesses basically is X countries the U.S. Canada U.K. France and Australia. So we've identified a whole bunch of countries we want to go really big in Mexico Brazil Spain Germany Italy Korea Japan. ""
X Link @TheTranscript_ 2025-10-06T18:00Z 91.4K followers, 13.1K 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.""
X Link @TheTranscript_ 2025-06-20T18:00Z 91.3K followers, 9242 engagements

"Next week in earnings: $BRK.A $BRK.B $W $AXSM $TSEM $CNA $TSN $ON $PLTR $AXON $HIMS $MELI $VRTX $BRBR $BP $YUMC $APO $ETN $LMND $DOCN $AMD $SMCI $ALAB $ANET $OPEN $CLOV $RIVN $LEU $ZETA $POWL $AFL $UPST $AMGN $SNAP $LCID $TOST $OSCR $SHOP $SIX $ACMR $NVO $MCD $NRG $DIS $ROK $UBER $GPN $APP $DUOL"
X Link @TheTranscript_ 2025-08-01T22:49Z 91.3K followers, 39.4K engagements

"Bloom Energy and Brookfield announce a $5B partnership to build next-gen AI factories powered by clean fuel cell tech. Brookfield to invest up to $5B in deploying Blooms advanced fuel cells for AI data centers worldwide. $BE: +25% today $BAM: +3% today"
X Link @TheTranscript_ 2025-10-13T15:04Z 91.4K followers, 8842 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"
X Link @TheTranscript_ 2025-07-16T20:35Z 91.3K followers, 5257 engagements

"@OpenAINewsroom Summary: OpenAI and Broadcom announce collaboration for XX GW of custom AI accelerators OpenAI will design chips and systems while Broadcom provides Ethernet and networking solutions Deployment of AI accelerator racks to begin in 2026 completing by 2029 $AVGO: +10% today"
X Link @TheTranscript_ 2025-10-13T15:11Z 91.4K followers, 3201 engagements

"$ASML CEO on their investment in Mistral: "As you know we were the lead investor for their Series C funding round. And by being the lead investor we took approximately an XX% share in Mistral. We also have a seat on their strategic committee. We truly believe that by doing this we also get closer and closer to the AI world which we believe is so pivotal to what we do at ASML.""
X Link @TheTranscript_ 2025-10-15T17:00Z 91.4K followers, 8809 engagements

"$BKR Baker Hughes CEO on non-core divestitures: "Since the merger in 2017 we have generated more than $2.5B in cash proceeds from a series of strategic actions including the $1.5B expected from the PSI& SBC transactions announced in the second quarter.""
X Link @TheTranscript_ 2025-09-23T17:00Z 91.4K followers, 9173 engagements

"$CROX CEO suggests HEYDUDE struggles are an unintended result of investor-driven push to diversify beyond core brand: "So we heard very strongly from investors that they wanted more diversification and we felt this was a compelling brand to drive that ""
X Link @TheTranscript_ 2025-09-06T18:00Z 91.3K followers, 10.4K engagements

"$JPM CFO: "Jamie may have his own personal opinions here but I think that at a high level the story that we're trying to tell is one that's anchored on the current facts and the current facts on the consumer side is that the consumer is resilient. Spending is strong and delinquency rates are actually coming in below expectations. So those are facts that we really can't escape.""
X Link @TheTranscript_ 2025-10-14T13:23Z 91.4K followers, 17.4K 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""
X Link @TheTranscript_ 2025-01-07T12:52Z 91.3K followers, 89.4K engagements

"BlackRock double beat "BlackRock delivered one of our strongest quarterly flows results with net inflows of $205B powering XX% organic base fee growth in Q3 XX & X% over the last twelve months." $BLK: -XXX% Pre-Market"
X Link @TheTranscript_ 2025-10-14T11:11Z 91.4K followers, 14.3K engagements

"$FDX FedEx CFO: Amazon is a retailer that delivers their proximity is about XXX miles by comparison roughly XX% of our ground volumes travel XXX miles or more and XX% travel XXX miles or more. $AMZN"
X Link @TheTranscript_ 2025-08-22T17:00Z 91.4K followers, 12.9K engagements

"$CSU.TO Constellation Software President Mark Miller when asked if they will do buybacks: "No we're not considering buying back shares" Link:"
X Link @TheTranscript_ 2025-10-02T15:15Z 91.4K followers, 10.1K engagements

"$AVGO CEO last month: Custom silicon customers remain a narrow high-value group "For Broadcom we're driving a business model just on those guys. These are guys who are creating those LLMs and who knows how long these guys will survive whether they will go through the whole race. But what we see now is about seven guys doing it. And beyond that we do not see those as our market at all""
X Link @TheTranscript_ 2025-10-05T23:00Z 91.4K followers, 17.5K engagements

"$ASML Q3 2025 results YoY: Total net sales: +0.7% to 7.5B Net income: +2.3% to 2.1B Gross margin: XXXX% +80bps Net bookings: +105% to 5.4B (3.6B EUV) New lithography systems sold: -XXXX% to XX units FY 2025 outlook: ASML expects full-year total net sales to grow XX% YoY with a XX% gross margin. Q4 2025 sales are guided between 9.2B9.8B with a 5153% margin range"
X Link @TheTranscript_ 2025-10-15T08:53Z 91.4K followers, 17.1K engagements

"JPMorgan Chase double beat CEO: "Each line of business performed well." $JPM: +1.3% Pre-Market"
X Link @TheTranscript_ 2025-10-14T10:44Z 91.4K followers, 15K engagements

"Match Group CEO: ".App fees both Apple & Google combined are our single largest costs $XXX million a year we spend on fees. And so it's more than headcount it's more than marketing.So any change here is massive for our business." $MTCH $GOOG $GOOGL $AAPL"
X Link @TheTranscript_ 2025-09-16T17:00Z 91.4K followers, 13.9K engagements

"$ARM CEO on the challenges in rare-earth minerals: "The access for the minerals is globaltheres no issue in getting access to materials. The issue is in the refinement and actually building the factories that can refine the materials. Again thats a decades-level investment. And Ill tell you one thing: when I lived in China for a number of years one of the things that I was very impressed with then and still am is the industrial policy that sits inside the central government. It will last beyond an election cycle and it essentially requires a lot of the folks who are in the Ministry of"
X Link @TheTranscript_ 2025-10-03T23:00Z 91.3K followers, 11.5K engagements

"Analog Devices CEO: "The improving demand signals we saw throughout our fiscal Q2 support our outlook for continued growth in Q3 and reinforce our view that we are in a cyclical upturn." $ADI: +4% Pre-Market"
X Link @TheTranscript_ 2025-08-20T11:57Z 91.4K followers, 6253 engagements

"$BX President: "In 2021 the IPO market in the US was booming nearly $XX billion. By 2022 it was shut off. It's beginning to climb out. And at Blackstone we've done three IPOs in the last couple months. Last week we did our first US IPO since 2021. I would expect you'll see more""
X Link @TheTranscript_ 2025-09-28T13:30Z 91.3K followers, 23.3K engagements

"Dollar Tree updates guidance ahead of its Investor Day event and reaffirms Q3 FY XX & FY XX Outlook. $DLTR: +5% Pre-Market"
X Link @TheTranscript_ 2025-10-15T11:06Z 91.4K followers, 6496 engagements

"Intuitive Surgical double beat "The higher Q2 XX revenue was driven by growth in da Vinci procedure volume higher da Vinci system placements and an increase in the installed base of systems." $ISRG: -X% AH"
X Link @TheTranscript_ 2025-07-22T20:35Z 91.4K followers, 4948 engagements

"DICK'S Sporting Goods CEO: "But our consumer has held up so well. And as you pointed out X% comps but it's the sixth quarter in a row we've had over X% comps" $DKS"
X Link @TheTranscript_ 2025-09-18T17:00Z 91.4K followers, 8821 engagements

"$META Q3 XX earnings call will be on 29th October 2025"
X Link @TheTranscript_ 2025-10-11T19:59Z 91.3K followers, 11.2K engagements

"Wednesday's earnings: Before Open: $ASML $BAC $DLTR $MS $SYF $PLD $PGR $ABT $PNC After Close: $UAL $JBHT $HOMB $FR $BANR $SNV $PNFP $SLG"
X Link @TheTranscript_ 2025-10-14T21:54Z 91.4K followers, 9051 engagements

"$OWL Blue Owl Capital CEO Co-President Marc Lipschultz: "what's quite clear the necessary tool to get to the arms race to super intelligence or whatever term of art you want to call it it does take the pixes and shovels. In this case it takes the modern version the data centers. and we are the best placed firm to help develop and to help fund those data centers and they are with the best companies to have as your partners and we are committed to being their best partner.""
X Link @TheTranscript_ 2025-08-12T18:00Z 91.3K followers, 8368 engagements

"Brown-Forman CEO shares a powerful story of perseverance recounting a failed Seagram bid XX years ago that led to doubling down on Jack Daniel's: $BF"
X Link @TheTranscript_ 2025-08-20T23:00Z 91.4K followers, 7899 engagements

"OpenAI and Broadcom announce collaboration for XX GW of custom AI accelerators. OpenAI will design chips and systems while Broadcom provides Ethernet and networking solutions. Deployment of AI accelerator racks to begin in 2026 completing by 2029. $AVGO: +10% today"
X Link @TheTranscript_ 2025-10-13T15:11Z 91.4K followers, 15.8K engagements

"$USB CEO: " I'm hard pressed to find one single client who's saying I just really need stablecoin from a bank right now. So the demand is not present and real with consumers.""
X Link @TheTranscript_ 2025-09-27T15:15Z 91.4K followers, 21.4K engagements

"$JPM CEO Jamie Dimon could have joined $AMZN or $HD: "So Jeff Bezos and I got to meet and he was looking for a President. I didnt follow up on that but I love Jeff Bezos. Hes been a friend ever since. That was like a bridge too far for me. And then I had the two big ones that were available. Home Depot I love the people. I love the culture. Actually I saw Arthur Blank the other day. I love Ken Langone and Bernie Marcus who recently died. When I went down there I had dinner with the three of them and I said 'I have to confess until you guys called me I had never been in a Home Depot.'""
X Link @TheTranscript_ 2025-10-04T23:00Z 91.4K followers, 22.7K engagements

"Today's earnings: Before Open: $BMO $BNS $BEKE $ATAT $ECX $DQ $EH After Close: $OKTA $MDB $BOX $PVH $NCNO $JOYY $OOMA $TUYA"
X Link @TheTranscript_ 2025-08-26T10:57Z 91.4K followers, 10.2K engagements

"$INTU Intuit CFO: "The reason we don't separate out AI-driven revenue is the whole company the whole platform is built on data and AI. And so when you look at TurboTax Live it's $X billion in revenue growing 47%. That is all data AI""
X Link @TheTranscript_ 2025-10-05T20:00Z 91.4K followers, 15.5K engagements

"$JPM: Non-bank financial institutions (NBFIs) present growing but manageable risk. CFO: The vast majority of that type of lending we do is highly secured or in some ways structured. We're not doing extremely high-risk low-rated lending." CEO: "When there's a downturn you will see higher-than-normal credit losses in certain categories. We don't know all the underwriting standards and I suspect some of those deals may not be as good as you think.""
X Link @TheTranscript_ 2025-10-14T13:28Z 91.4K followers, 6437 engagements

"$BKNG CFO: "I think return of capital we do through dividends and buybacks. The buybacks we have some price sensitivity. So it might go up and down in some periods. But over time that is averaging out. ""
X Link @TheTranscript_ 2025-09-29T18:00Z 91.3K followers, 9662 engagements

"Booking Holdings CEO: "We are pleased to report a strong second quarter with X% room night growth and a double-digit increase in gross bookings & revenue reflecting disciplined execution against our strategic initiatives." $BKNG"
X Link @TheTranscript_ 2025-07-29T22:05Z 91.4K followers, 8566 engagements

"$RACE Ferrari has toned down on EVs: "In '22 we told you by 2030 we expect XX% of our offer to be ICE XX% hybrid XX% electric. Well it's today October '25 where we say that the X numbers changed. The XX% ICE became 40%. That's what we see for 2030. And the XX% of electric becomes 20%. ""
X Link @TheTranscript_ 2025-10-13T18:00Z 91.4K followers, 24.7K engagements

"$CPRT Copart Co-CEO: Total loss frequency is rising despite fewer accidents driven by repair complexity. Total loss frequency for the second calendar quarter of 2025 was XXXX% up from XXXX% in the same quarter in 2024 Vehicle repairs become less attractive with the passing of time parts and labor cost increase as well"
X Link @TheTranscript_ 2025-09-12T20:00Z 91.4K followers, 12.5K engagements

"Arthur J. Gallagher CEO: "The Swiss Re Institute estimates there is more than $X trillion of annual insurance premiums globally $X trillion alone in non-life premiums and global non-life premiums are growing annually due to economic expansion emerging risks and exposures increasing insurance demand and new coverages purchased by those that already buy insurance.""
X Link @TheTranscript_ 2025-10-07T18:00Z 91.4K followers, 10.4K engagements

"$WS Worthington Steel Exec a few months ago: "There's a 2-year backlog on transformers which use the electrical steel cores we make and the need for power is expected to grow at more than X% per year over the next XX years""
X Link @TheTranscript_ 2025-10-10T18:56Z 91.4K followers, 10.6K engagements

"$NVDA reports Q3 FY XX earnings next month on November XX 2025"
X Link @TheTranscript_ 2025-10-08T15:29Z 91.4K followers, 36.4K engagements