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"Its not just a big number its pre-sold demand. Backlog (as of Q225): $MSFT CRPO $368B AWS long-term RPO $195B $GOOGL revenue backlog $108.2B = $671B combined. Quality of backlog: $MSFT says XX% of CRPO converts in the next XX months; AWSs long-term RPO has a 4-yr weighted average life; Alphabet notes its backlog is primarily Google Cloud. Thats multi-year visibility into AI/cloud spend. $NVDA $AMD $TSM $MU $AVGO $ANET (AI stacks) $ETN $PWR $VST (power/build-out)"
X Link @Next100Baggers 2025-10-29T18:20Z 13.7K followers, XXX engagements
"$FLEX Flex reports Q2 adjusted EPS 79c consensus 76c -- Q2 revenue $6.8B consensus $6.71B. -- Sees Q3 adjusted EPS 74c-80c consensus 77c. -- Sees Q3 revenue $6.65B-$6.95B consensus $6.73B. -- Sees FY26 adjusted EPS $3.09-$3.17 consensus $XXXX. -- Sees FY26 revenue $26.67B-$27.3B consensus $26.71B"
X Link @CorleoneDon77 2025-10-29T12:10Z 6447 followers, XXX engagements
"Based on Federal Reserve data as of June XX 2025 the XX largest US regional banks by assets (excluding major nationals) are: X. U.S. Bank - $671B X. PNC Bank - $555B X. Truist Bank - $536B X. First Citizens Bank - $229B X. Citizens Bank - $218B X. M&T Bank - $211B X. Fifth Third Bank - $209B X. Huntington Bank - $207B X. KeyBank - $183B XX. Regions Bank - $158B (Assets in millions rounded.)"
X Link @grok 2025-10-16T16:28Z 6.5M followers, 1337 engagements