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@equilyse1 Avatar @equilyse1 Equilyse

Equilyse posts on X about q2, infrastructure, canada, investment the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXX% finance XXXX% countries XXXX% technology brands XXXX% cryptocurrencies XXXX%

Social topic influence q2 #152, infrastructure 0.42%, canada 0.42%, investment 0.42%, $jbl 0.21%, jbl 0.21%, $112b 0.21%, north carolina 0.21%, $hubb 0.21%, $dltr XXXX%

Top accounts mentioned or mentioned by @stockgutter @perplexityai @pernasresearch @tmtbreakout @hedgeyecomm @karpathy @grok @realjoseyan

Top assets mentioned Jabil, Inc. (JBL) Hubbell, Inc. (HUBB) Dollar Tree Inc (DLTR) Constellation Brands, Inc. Class A (STZ) CDW common stock (CDW) Dover Corp (DOV) Dovu (DOV) Insulet, Corp. (PODD) Fastenal Company (FAST) Wells Fargo & Co (WFC) Nordson, Corp. (NDSN) PepsiCo, Inc. (PEP) Iron Mountain Inc (IRM) Johnson & Johnson (JNJ) DAOLaunch (DAL) Delta Air Lines, Inc. (DAL) Citigroup Inc (C) Rockwell Automation (ROK) Entergy Corporation (ETR) Domino's Pizza Inc (DPZ) WABnetwork (WAB) CBRE Group Inc (CBRE) Cintas Corporation (CTAS) Goldman Sachs (GS) GammaSwap (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"$JBL: Jabil $JBL crushed Q4 expectations driven by booming AI infrastructure demandforecasting XX% growth in AI-related revenue to $11.2B in FY26. New North Carolina facility coming in summer 2026 to expand capacity. Next quarter guidance beat EPS by XXX% and revenue by XXX% while full year guidance missed EPS by XXX% and revenue by 0.1%. Company is strategically shifting its portfolio towards higher-margin regulated industrieshealthcare automotive and renewableswhile moving away from lower-margin consumer programs. Healthcare is expected to be a key growth driver while automotive focuses on"
X Link @equilyse1 2025-09-26T10:33Z XXX followers, XX engagements

"$HUBB: HubbellHBELreported strong Q2 2025 earnings driven by organic growth in Grid Infrastructure and Electrical Solutions leading to double-digit adjusted EPS growth. Full-year outlook raised to 4%6% organic growth with adjusted operating margin expansion. Key growth areas include data centersup 30%and grid modernization. A significant change: Hubbell transitioned to a unified FIFO inventory accounting standard boosting first-half EPS by $XXXX. This simplifies business reviews and better aligns expense recognition. The Utility segment saw X% growth with grid infrastructure up X% while"
X Link @equilyse1 2025-07-30T11:43Z XXX followers, XXX engagements

"$DLTR: Dollar Tree (DLTR) reported a strong Q1 beating adjusted EPS by a penny at $XXXX. Revenue jumped XXXX% driven by a XXX% comp sales increasetraffic up XXX% and ticket up 2.8%. Multi-price strategy is a winner attracting higher-income customers. Sale of Family Dollar is on track promising sharper focus and a stronger balance sheet. However Q2 profits are expected to take a hitdown 45-50% YoYdue to $70M in China tariffs. Full-year revenue guidance reiterated at $18.5-$19.1B (slight miss vs. consensus) and adjusted EPS also reiterated at $5.15-$5.65 (slight miss). DLTR is actively"
X Link @equilyse1 2025-09-03T10:32Z XXX followers, XXX engagements

"$STZ: Constellation Brands $STZ lowered FY26 guidancerevenue -X% to -X% (vs. $9.16B consensus) and adj. EPS $11.30-$11.60 (vs. $XXXXX consensus)citing consumer demand headwinds especially among Hispanic consumers who are worried about socioeconomic factors. New tariffs on cans will also create a $XX million drag across the enterprise. Despite the challenges $STZ sees brand loyalty remaining strong and is focused on innovation. Corona Sunbrew is the number one new beer SKU attracting new customers while Corona Non-Alcoholic is up over XX% YOY. Modelo continues to grow even in new markets"
X Link @equilyse1 2025-10-07T10:33Z XXX followers, XX engagements

"$CDW: CDW reported strong Q2 2025 earnings with net sales up XX% to $X billion and non-GAAP EPS increasing X% to $XXXX. Growth was fueled by a diversified portfolio with strong performance in commercial healthcare the U.K. and Canada offsetting headwinds in federal and education markets. The company reaffirmed its full-year outlook projecting low single-digit growth for the U.S. IT market. CDW's comprehensive solutions drove growth across hardwareup 9%softwareup 16%and servicesup 8%. Strategic investments in AI are paying off with the AI Center of Excellence helping customers navigate AI"
X Link @equilyse1 2025-08-07T11:50Z XXX followers, XXX engagements

"$DOV: Dover Corporation$DOVreported a strong Q2 raising full-year adjusted EPS guidance to $9.35-$9.55 a XX% increase. Record adjusted segment EBITDA margins above XX% were driven by portfolio improvements and cost containment. Bookings are up X% year-over-year with a strong book-to-bill ratio across all segments. Management is prioritizing organic investments in high-growth areas like data center cooling and biopharma expecting "meaningful" savingsaround $XX million already this yearfrom productivity and automation. They're also actively pursuing acquisitions with nearly $XXX million in"
X Link @equilyse1 2025-07-25T11:47Z XXX followers, XXX engagements

"$PODD: Insulet $PODD reported strong Q2 earnings surpassing $600M in revenue for the first timea XX% YoY increasedriven by Omnipod X adoption especially in the Type X diabetes market and international expansion. Full-year revenue growth guidance raised to 25-28%. Omnipod X shows impressive clinical outcomesthe SECURE-T2D trial demonstrated a XXX% A1c reduction and a XX% improvement in time in range for Type X patients. Plus these patients used XX% less insulin. International growth is also booming nearly XX% YoY with Omnipod X conversions reaching XX% of the international base. Insulet is"
X Link @equilyse1 2025-08-08T11:49Z XXX followers, XXX engagements

"$FAST: Fastenal (FAST) reported a strong Q3 2025 beating EPS estimates by 6.4%$1.16 actual vs. $XXXX consensusdriven by double-digit sales growth and margin expansion in a flat industrial economy. Revenue jumped XXXX% to $2.13B fueled by "self-help and market share gains" with pricing contributing XXX percentage points. Management is confident that they can continue to outperform the market. The company is deepening relationships with large customersthose spending over $50K/month grew 15.4%. Fastenal's expansion into non-traditional markets like warehousing and logistics is paying off."
X Link @equilyse1 2025-10-14T10:32Z XXX followers, XX engagements

"$WFC: Wells Fargo reported a solid Q3 driven by prior investments and the asset cap lift with revenue up X% year-over-year. Strategic initiatives target a 17-18% ROTCE medium-term. The company is focused on organic growth in consumer small business banking wealth management and investment bankinggaining 120+ bps of share in U.S. investment banking since 2022. Expense management is a key focusexpenses down $3.6B since 2019 targeting $15B gross saves this year. Headcount reduced XX% since Q2 2020. Credit quality remains strong with improving metrics and resilient consumers. However the company"
X Link @equilyse1 2025-10-15T10:32Z XXX followers, XX engagements

"$NDSN: Nordson CorporationNDSNreported Q2 FY24 sales of $XXX million up X% year-over-year and adjusted EPS of $XXXX slightly above guidance. The Advanced Technology Systems segment drove growth up XX% while the Atrion acquisition continues to exceed expectations. Nordson is divesting select medical contract manufacturing lines to focus on higher-value proprietary medical components. Looking ahead Nordson anticipates Q3 sales of $710-$750 million and adjusted EPS of $2.55-$2.75a miss to consensus estimates. While maintaining full-year expectations the company acknowledges potential"
X Link @equilyse1 2025-08-21T11:39Z XXX followers, 2482 engagements

"$PEP: PepsiCo's Q3 earnings call revealed a strategic push to reignite top-line growth through brand relaunchesLays Tostitos and Gatoradeand expansion into high-growth platforms like away-from-home and functional hydration. Innovation is key with new products targeting protein and even GLP-1 consumers. Management is also actively engaging with activist investor Elliott signaling a commitment to enhancing shareholder value through portfolio reshaping and cost optimization. Despite facing volume pressures in the food business PepsiCo is optimistic about margin improvement driven by"
X Link @equilyse1 2025-10-10T10:30Z XXX followers, XX engagements

"$IRM: $IRM reported a stellar Q2 '25 smashing expectations with record revenue of $1.7B (+12% YoY) adjusted EBITDA at $628M (+15% YoY) and AFFO soaring to $370M (+15% YoY). Guidance is up Full-year revenue now expected between $6.79B and $6.94B. Data Centers are a major growth driverrevenue jumped XX% with organic storage growth of 26%. Iron Mountain commenced XX MW of leases and renewed XX MW with strong pricing. ALM also shines boasting XX% reported revenue growth including XX% organic growth. Digital Solutions had another record quarter fueled by the Insight DXP platform. Plus $IRM is"
X Link @equilyse1 2025-08-07T11:47Z XXX followers, XXX engagements

"$JNJ: Johnson & Johnson ($JNJ) reported strong Q3 results driven by XXX% operational sales growth across Innovative Medicine and MedTech. Management raised full-year guidance and expects to exceed 2026 consensus. A major strategic shift: the planned separation of the Orthopaedics business (DePuy Synthes) to sharpen focus on higher-growth markets. Despite STELARA's loss of exclusivity $JNJ achieved double-digit growth across XX brands. Oncology is a key strengthDARZALEX dominates in multiple myeloma and CARVICTI is the "most successful CAR T launch ever" potentially reaching $5B peak sales."
X Link @equilyse1 2025-10-15T10:31Z XXX followers, XX engagements

"$DAL: Delta Air Lines (DAL) reported strong Q3 earnings driven by premium offerings and corporate travel recovery. Loyalty program engagement also boosted results with American Express remuneration up XX% to $X billion. Delta anticipates leading the industry in key financial metrics guiding for a Q4 revenue beat of XXXX% and EPS beat of 2.34%. Full year guidance also beats consensus. Premium revenue jumped X% year-over-year fueled by investments in airport infrastructure and enhanced seating optionsDelta One check-in coming to all hubs by year-end. Corporate sales also trended positively up"
X Link @equilyse1 2025-10-10T10:31Z XXX followers, XX engagements

"$C: Citigroup reported a strong Q3 beating revenue expectations by 2.1%$85.812B actual versus $84B guideddriven by record revenue across all businesses. Adjusted EPS also looks set to beat expectations with management confident on achieving their ROTCE target of 10-11% next year. The company repurchased over $6B in capital including $5B in share repurchases. Citi is making strides in its transformation automating processes with AInearly 180000 employees have access to proprietary AI tools. AI-driven code reviews are creating around 100000 hours of weekly capacity. The divestiture of Banamex"
X Link @equilyse1 2025-10-15T10:33Z XXX followers, XX engagements

"$ROK: Rockwell Automation $ROK Q3 FY25: Sales up 5%organic up over 4%driven by discrete & hybrid industries. They beat their full-year productivity goal early saving $250M+ through enterprise-wide efficiencies. Management raised the midpoint of adjusted EPS outlook to $XX signaling confidence despite ongoing geopolitical & trade headwinds. Software & Control segment shined with organic sales soaring XX% YOY & margins jumping XXX bps to 31.6%. Intelligent Devices saw a X% sales increase but margins dipped. Lifecycle Services sales declined X% YOY with margins down XXX bps. Annual recurring"
X Link @equilyse1 2025-08-07T11:46Z XXX followers, XXX engagements

"$ETR: EntergyETRreported strong Q2 2025 earnings driven by industrial sales growth. The utility is boosting its 4-year capital plan to $XX billion to meet rising customer demand and expand its renewable portfolio. This includes significant investments in solar battery storage and efficient gas units. Weather-adjusted retail sales grew XXX% with industrial sales up nearly 12%. Entergy is increasing its adjusted EPS outlook for 2027 and 2028 while maintaining strong credit metrics. The company is also advancing its grid resilience program investing in hardened infrastructure and new"
X Link @equilyse1 2025-07-31T11:41Z XXX followers, XXX engagements

"$DPZ: Domino's Pizza Inc (DPZ) Q3 2025 showed strong US performance driven by the "Best Deal Ever" promotion and Parmesan Stuffed Crust. Management reiterated X% US comp outlook for 2025in line with expectationsdespite a tough macro environment. DPZ is gaining market share across all income groups bucking restaurant industry trends. The "Best Deal Ever" promotion drove traffic and franchisee profitability leading to its extension. Domino's is optimistic about its DoorDash partnership expecting it to boost US comps into 2026. New menu items like the Parmesan Stuffed Crust also contributed"
X Link @equilyse1 2025-10-15T10:34Z XXX followers, XX engagements

"$WAB: Wabtec (WAB) reported a strong first half of 2025 with double-digit adjusted EPS growth despite economic volatility. Q2 sales were $XXX billionup 2%but slightly below expectations due to supply chain hiccups. The 12-month backlog is up nearly XX% to $XXX billion. Management raised full-year guidance to $XXXX billion in sales and adjusted EPS between $XXXX and $XXXX. Wabtec is strategically expanding via acquisitionsInspection Technologies DeLiner Couplers and Frauscher Sensor Technologytotaling $XXX billion in investments. These deals are projected to add $XXX million in annualized"
X Link @equilyse1 2025-07-25T11:45Z XXX followers, XXX engagements

"$CBRE: CBRE Group crushed Q2 2025 fueled by double-digit revenue growth in resilient and transactional businesses. They're raising core EPS expectations to $6.10-$6.20over XX% growth Leasing is booming especially in the office sector and Turner & Townsend integration is paying off big. Global leasing revenue jumped XX% with the U.S. office sector leading the charge at 15%. Building Operations & Experience (BOE) is also a star boasting XX% top-line growth. The company is prioritizing M&A in resilient sectors and generated $XXX billion free cash flow on a trailing twelve month basis. Don't"
X Link @equilyse1 2025-07-30T11:41Z XXX followers, XXX engagements

"$CTAS: Cintas is laser-focused on North American organic growth tapping into the vast potential of serving more of the 16-17 million businesses in the US and Canada. Strategic M&A especially in fire protection complements this with acquisitions happening almost every quarter. The uniform direct sales business though a small revenue slice at XXX% is strategically important for cross-selling other services. The company is making big tech investmentsthink AI analytics and large language modelsto boost both customer experience and employee productivity. These investments aim to simplify account"
X Link @equilyse1 2025-09-25T10:31Z XXX followers, XX engagements

"$GS: Goldman Sachs crushed Q3 earnings beating revenue estimates by XXX% at $15.2B and adjusted EPS by XXX% at $XXXXX. The firm cited strength across investment banking FICC and equities plus tailwinds from increased sponsor activityup XX% YoYand potential rate cuts. GS is bullish on M&A with a backlog at a three-year high and expects a strong environment through 2026 barring macro disruptions. AWM is a major growth driver hitting a record $3.5T in assets under supervision. The company raised a record $33B in alternatives this quarter and expects to raise approximately $100B this year"
X Link @equilyse1 2025-10-15T10:33Z XXX followers, XX engagements