#  @2525mementomori もてのり✨米国株決算 | ファンダメンタリスト もてのり✨米国株決算 | ファンダメンタリスト posts on X about eps, ai, $ftxl, ceo the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1155326938015080448/interactions)  - [--] Week [-------] -19% - [--] Month [-------] +34,432% - [--] Months [-------] +31% - [--] Year [---------] +141% ### Mentions: [--] [#](/creator/twitter::1155326938015080448/posts_active)  - [--] Week [---] +224% - [--] Month [---] +202% - [--] Months [---] +31% - [--] Year [---] -29% ### Followers: [-----] [#](/creator/twitter::1155326938015080448/followers)  - [--] Week [-----] -0.02% - [--] Month [-----] -0.02% - [--] Months [-----] +0.93% - [--] Year [-----] +4% ### CreatorRank: [------] [#](/creator/twitter::1155326938015080448/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #863 [technology brands](/list/technology-brands) 16.81% [cryptocurrencies](/list/cryptocurrencies) #544 [finance](/list/finance) 3.54% [exchanges](/list/exchanges) 2.65% [automotive brands](/list/automotive-brands) #3746 [gaming](/list/gaming) 0.88% [social networks](/list/social-networks) 0.88% **Social topic influence** [eps](/topic/eps) #66, [ai](/topic/ai) 15.04%, [$ftxl](/topic/$ftxl) #1, [ceo](/topic/ceo) #207, [$soxx](/topic/$soxx) #1, [$smh](/topic/$smh) #1, [note](/topic/note) #1241, [$shop](/topic/$shop) #438, [$fdni](/topic/$fdni) #1, [$fdn](/topic/$fdn) #1 **Top accounts mentioned or mentioned by** [@nishideshigeru](/creator/undefined) **Top assets mentioned** [Spacemesh (SMH)](/topic/$smh) [Shopify Inc (SHOP)](/topic/$shop) [Datadog Inc (DDOG)](/topic/$ddog) [Orochi Network (ON)](/topic/$on) [Snap, Inc. (SNAP)](/topic/$snap) [monday.com Ltd. (MNDY)](/topic/$mndy) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Mario Coin (COIN)](/topic/$coin) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Entegris, Inc. (ENTG)](/topic/$entg) [Cloudflare, Inc. (NET)](/topic/$net) [Lattice Semiconductor Corp (LSCC)](/topic/$lscc) [Diodes Inc (DIOD)](/topic/$diod) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [AppLovin Corporation (APP)](/topic/$app) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Nova Ltd. Ordinary Shares (NVMI)](/topic/$nvmi) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Cisco Systems Inc (CSCO)](/topic/$csco) [ZoomInfo Technologies Inc Common Stock (GTM)](/topic/$gtm) [Q2 Holdings Inc (QTWO)](/topic/$qtwo) [Arista Networks Inc (ANET)](/topic/$anet) [Airbnb, Inc. (ABNB)](/topic/$abnb) [GlobalFoundries (GFS)](/topic/$gfs) [Skyworks Solutions Inc (SWKS)](/topic/$swks) [Teradyne, Inc. (TER)](/topic/$ter) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Intapp, Inc. (INTA)](/topic/$inta) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Arm Holdings plc (ARM)](/topic/$arm) [Four (FORM)](/topic/$form) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Intel Corporation (INTC)](/topic/$intc) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [RAI Finance (SOFI)](/topic/$sofi) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Oatly Group AB (OTLY)](/topic/$otly) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [Victoria VR (VR)](/topic/$vr) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) ### Top Social Posts Top posts by engagements in the last [--] hours "2023.07.27 $OTLY (Oatly Group) $KROP FY23 Q2 ❌EPS $0.15(0.12)YoY-25.0% ❌ $195.99M(209.67M)YoY+10.1% ❌7-12% $772.80-808.90M(895.02M) CEO [-----] 23420%2024EBITDA https://twitter.com/i/web/status/1684530797062262787 https://twitter.com/i/web/status/1684530797062262787" [X Link](https://x.com/2525mementomori/status/1684530797062262787) 2023-07-27T11:46Z [----] followers, [----] engagements "2023.08.01 $IPGP (IPG Photonics) FY23 Q2 EPS $1.31(1.24)YoY+19.1% ❌ $339.97M(345.51M)YoY-9.8% ❌EPS $0.85-1.15(1.32)YoY-32% ❌ $300-330M(358.89M)YoY-10% CEO 2e- https://twitter.com/i/web/status/1686350827752230912 https://twitter.com/i/web/status/1686350827752230912" [X Link](https://x.com/2525mementomori/status/1686350827752230912) 2023-08-01T12:19Z [----] followers, [----] engagements "2023.10.24 $SNAP (Snap) $VR $SOCL FY23 Q3 EPS $0.02(0.04)YoY-75.0% $1.19B(1.11B)YoY+5.3% $1.07-1.13B $1.320-1.375B(1.34B)YoY+4% CEO 35%EBITDA ROI https://twitter.com/i/web/status/1716922695173243376 https://twitter.com/i/web/status/1716922695173243376" [X Link](https://x.com/2525mementomori/status/1716922695173243376) 2023-10-24T21:00Z [----] followers, 15.8K engagements "2026.01.22 $ISRG (Intuitive Surgical) AH+3%📈 $BOTZ $XLV FY25 Q4 🟢 EPS $2.53(2.27)YoY+14.5% 🟢 $2.87B(2.76B)YoY+18.8% https://note.com/2525mementomori/n/nf77a5c7cd412 https://note.com/2525mementomori/n/nf77a5c7cd412" [X Link](https://x.com/2525mementomori/status/2014454610971525265) 2026-01-22T21:46Z [----] followers, [---] engagements "2026.01.28 $UMC (United Microelectronics) BH-4%📉 FY25 Q4 🔴 EPS $0.129(0.14)YoY+24.0% 🟢 $1.968B(1.94B)YoY+6.8% https://note.com/2525mementomori/n/n3372fadc2758 https://note.com/2525mementomori/n/n3372fadc2758" [X Link](https://x.com/2525mementomori/status/2016449115828437370) 2026-01-28T09:51Z [----] followers, [---] engagements "$TER 🟢 YoY+43.9%EPS+89.5% +75%EPS+176% note https://note.com/2525mementomori/n/n71de1efe6c7d https://note.com/2525mementomori/n/n71de1efe6c7d" [X Link](https://x.com/2525mementomori/status/2018450902265549026) 2026-02-02T22:26Z [----] followers, [---] engagements "2026.02.02 $TER (Teradyne) FY25 Q4 🟢 EPS $1.80(1.38)YoY+89.5% 🟢 $1.083B(977.22M)YoY+43.9% 🟢 EPS $1.89-2.25(1.29)YoY+176% 🟢 $1.150-1.250B(938.72M)YoY+75%" [X Link](https://x.com/2525mementomori/status/2018451072306893063) 2026-02-02T22:26Z [----] followers, [---] engagements "$CMG 🟡 EPS YoY-2.5% 350-370 note https://note.com/2525mementomori/n/nde42dd3d1197 https://note.com/2525mementomori/n/nde42dd3d1197" [X Link](https://x.com/2525mementomori/status/2018811120694563238) 2026-02-03T22:17Z [----] followers, [---] engagements "2026.02.03 $CMG (Chipotle Mexican Grill) AH-7%📉 FY25 Q4 🟢 EPS $0.25(0.24)YoY0% 🟢 $2.984B(2.96B)YoY+4.9%" [X Link](https://x.com/2525mementomori/status/2018812854632345981) 2026-02-03T22:24Z [----] followers, [---] engagements "$INTA 🟢 EPSSaaS Rev YoY+28% SaaS note https://note.com/2525mementomori/n/n35e8c62c06c7 https://note.com/2525mementomori/n/n35e8c62c06c7" [X Link](https://x.com/2525mementomori/status/2018831920843665505) 2026-02-03T23:40Z [----] followers, [---] engagements "$SIMO 🟢 ✨ EPS YoY+45% YoY+71% note https://note.com/2525mementomori/n/n459c093b98d8 https://note.com/2525mementomori/n/n459c093b98d8" [X Link](https://x.com/2525mementomori/status/2018833078890930226) 2026-02-03T23:44Z [----] followers, [----] engagements "2026.02.03 $INTA (Intapp) AH-20%📉 FY26 Q2 🟢 EPS $0.33(0.26)YoY+57.1% 🟢 $140.21M(138.19M)YoY+15.7% 🔴 EPS $0.27-0.29(0.31)YoY+8% 🟢 $143.8-144.8M(143.90M)YoY+12%" [X Link](https://x.com/2525mementomori/status/2018833365588394252) 2026-02-03T23:45Z [----] followers, [---] engagements "2026.02.04 $SITM (SiTime) FY25 Q4 🟢 EPS $1.53(1.21)YoY+218.8% 🟢 $113.28M(101.85M)YoY+66.3%" [X Link](https://x.com/2525mementomori/status/2019191096841327047) 2026-02-04T23:27Z [----] followers, [---] engagements "2026.02.05 $RBLX (Roblox) AH+10%📈 $HERO $FPX FY25 Q4 🟢 EPS $0.45(0.47)YoY-36.4% 🟢 Bookings $2.222B(2.08B)YoY+63.2% ✅ Revenue $1.415BYoY+43.2% 🟡 Bookings $1.690-1.740B(1.72B)YoY+42% ✅ Revenue $1.370-1.420BYoY+35%" [X Link](https://x.com/2525mementomori/status/2019580196601688509) 2026-02-06T01:13Z [----] followers, [---] engagements "2026.02.05 $MPWR (Monolithic Power Systems) AH+0% $SOXX FY25 Q4 🟢 EPS $4.79(4.74)YoY+17.1% 🟢 $751.16M(742.40M)YoY+20.8% 🟢 $770.0-790.0M(737.97M)YoY+22%" [X Link](https://x.com/2525mementomori/status/2019580662739878309) 2026-02-06T01:15Z [----] followers, [---] engagements "$MNDY 🔴 YoY+24.6%EPS AI SaaS note # # https://note.com/2525mementomori/n/neb1eb1505a32 https://note.com/2525mementomori/n/neb1eb1505a32" [X Link](https://x.com/2525mementomori/status/2020836692102652284) 2026-02-09T12:26Z [----] followers, [----] engagements "2026.02.09 $MNDY BH-15%📉 FY25 Q4 🟢 EPS $1.04(0.92)YoY-3.7% 🟢 $338.88M(329.67M)YoY+24.6% 🔴 $338.0-340.0M(342.95M)YoY+20% http://monday.com http://monday.com" [X Link](https://x.com/2525mementomori/status/2020836976044462115) 2026-02-09T12:27Z [----] followers, [---] engagements "$AMKR 🟢 YoY+15.9%EPSYoY+60.5% +25% note # # https://note.com/2525mementomori/n/n95fab4c29c31 https://note.com/2525mementomori/n/n95fab4c29c31" [X Link](https://x.com/2525mementomori/status/2020981323322753037) 2026-02-09T22:01Z [----] followers, [----] engagements "$DDOG 🟡 YoY+29.2%EPS+42.1% +10% SaaS note # # https://note.com/2525mementomori/n/n2c5a73ab8b8d https://note.com/2525mementomori/n/n2c5a73ab8b8d" [X Link](https://x.com/2525mementomori/status/2021201903275868571) 2026-02-10T12:37Z [----] followers, [----] engagements "2026.02.10 $DDOG (Datadog) BH+9%📈 FY25 Q4 🟢 EPS $0.59(0.55)YoY+42.1% 🟢 $953.19M(918.70M)YoY+29.2% 🔴 EPS $0.49-0.51(0.53)YoY+9% 🟢 $951.0-961.0M(935.61M)YoY+26%" [X Link](https://x.com/2525mementomori/status/2021203192244208072) 2026-02-10T12:42Z [----] followers, [---] engagements "RT @nishideshigeru: [---] 🟩" [X Link](https://x.com/anyuser/status/2021356253625438514) 2026-02-10T22:51Z [----] followers, [--] engagements "$RIVN 🟢 EPS YoY +53% AI note # # https://note.com/2525mementomori/n/nb97e7074d67a https://note.com/2525mementomori/n/nb97e7074d67a" [X Link](https://x.com/2525mementomori/status/2022095071844479047) 2026-02-12T23:46Z [----] followers, [---] engagements "2026.02.12 $AMAT (Applied Materials) AH+13%📈 $SMH $SOXX $FTXL FY26 Q1 🟢 EPS $2.38(2.21)YoY0% 🟢 $7.01B(6.87B)YoY-2.1% 🟢 EPS $2.640.20(2.28)YoY+10% 🟢 $7.650B500M(7.01B)YoY+8%" [X Link](https://x.com/2525mementomori/status/2022095415244730506) 2026-02-12T23:48Z [----] followers, [---] engagements "$COIN 🔴 EPSYoY Subscription & Services note # # https://note.com/2525mementomori/n/n0258b21448b8 https://note.com/2525mementomori/n/n0258b21448b8" [X Link](https://x.com/2525mementomori/status/2022093895174365367) 2026-02-12T23:42Z [----] followers, [---] engagements "2026.02.12 $RIVN (Rivian Automotive) AH+15%📈 $IPO $QCLN FY25 Q4 🟢 EPS $0.66(0.71)YoY+5.7% 🟢 $1.286B(1.26B)YoY-25.8% (FY26) ✅ 62000-67000YoY+53%" [X Link](https://x.com/2525mementomori/status/2022097792630763526) 2026-02-12T23:57Z [----] followers, [---] engagements "2026.01.26 $STLD (Steel Dynamics) BH+1%📈 $FXZ $SLX $XLB FY25 Q4 🟢 EPS $1.82(1.70)YoY+33.8% 🔴 $4.41B(4.63B)YoY+14.0% https://note.com/2525mementomori/n/n10cc9ab6bbe5 https://note.com/2525mementomori/n/n10cc9ab6bbe5" [X Link](https://x.com/2525mementomori/status/2015768106967474599) 2026-01-26T12:45Z [----] followers, [---] engagements "2026.01.29 $CMCSA (Comcast) BH+0% $XLC $VOX FY25 Q4 🟢 EPS $0.84(0.73)YoY-12.5% 🔴 $32.31B(32.34B)YoY+1.2% https://note.com/2525mementomori/n/n5a785489f56f https://note.com/2525mementomori/n/n5a785489f56f" [X Link](https://x.com/2525mementomori/status/2016851838302376056) 2026-01-29T12:32Z [----] followers, [---] engagements "$AMD 🟢 YoY+34.1%EPS+40.4% 57% AI note https://note.com/2525mementomori/n/n08fd81564f50 https://note.com/2525mementomori/n/n08fd81564f50" [X Link](https://x.com/2525mementomori/status/2018812216464822402) 2026-02-03T22:21Z [----] followers, [----] engagements "2026.02.03 $AMD (Advanced Micro Devices) AH-7%📉 $SOXX $SMH $FTXL FY25 Q4 🟢 EPS $1.53(1.32)YoY+40.4% 🟢 $10.27B(9.67B)YoY+34.1% 🟢 $9.80B300M(9.42B)YoY+32%" [X Link](https://x.com/2525mementomori/status/2018812486703886525) 2026-02-03T22:22Z [----] followers, [---] engagements "$SMCI 🟢 EPS +123%+167% $40B AI CEO note https://note.com/2525mementomori/n/n6dcd2d915065 https://note.com/2525mementomori/n/n6dcd2d915065" [X Link](https://x.com/2525mementomori/status/2018818509468483593) 2026-02-03T22:46Z [----] followers, [----] engagements "$GOOGL 🟢 EPS+31%+18% Gemini MAU 7.5YouTube3.25 Google CloudAI note https://note.com/2525mementomori/n/n014f88e771e4 https://note.com/2525mementomori/n/n014f88e771e4" [X Link](https://x.com/2525mementomori/status/2019160012011213186) 2026-02-04T21:23Z [----] followers, [----] engagements "$QCOM 🟡 EPS AI EPS CEO2029 note https://note.com/2525mementomori/n/n0625044e3da6 https://note.com/2525mementomori/n/n0625044e3da6" [X Link](https://x.com/2525mementomori/status/2019169809427243071) 2026-02-04T22:02Z [----] followers, [---] engagements "$ARM 🟢 YoY+26.3%EPS+10.3% ACV+27.6% +18% AI note https://note.com/2525mementomori/n/n40aa13857188 https://note.com/2525mementomori/n/n40aa13857188" [X Link](https://x.com/2525mementomori/status/2019170199770136964) 2026-02-04T22:04Z [----] followers, [----] engagements "2026.02.04 $GOOGL $GOOG (Alphabet) AH+2%📈 $QQQ $SPY $VOO $IOO $VOX $IXP $XLC $FDN $SOCL FY25 Q4 🟢 EPS $2.82(2.63)YoY+31.2% 🟢 $113.83B(111.33B)YoY+18.0% ✅ $27.85BYoY+95.1%QoQ+16.3%" [X Link](https://x.com/2525mementomori/status/2019170447829659822) 2026-02-04T22:05Z [----] followers, [---] engagements "2026.02.04 $QCOM (Qualcomm) AH-8%📉 $FTXL $SOXX $SMH FY26 Q1 🟢 EPS $3.50(3.39)YoY+2.6% 🟢 $12.25B(12.13B)YoY+5.0% 🔴 EPS $2.45-2.65(2.90)YoY-11% 🔴 $10.20-11.00B(11.11B)YoY-3%" [X Link](https://x.com/2525mementomori/status/2019170648850067821) 2026-02-04T22:06Z [----] followers, [---] engagements "2026.02.04 $ARM (Arm Holdings) AH-6%📉 $IPO $FPXI FY26 Q3 🟢 EPS $0.43(0.41)YoY+10.3% 🟢 $1.242B(1.23B)YoY+26.3% 🟢 EPS $0.580.04(0.56)YoY+5% 🟢 $1.470B50M(1.44B)YoY+18%" [X Link](https://x.com/2525mementomori/status/2019170934687690942) 2026-02-04T22:07Z [----] followers, [---] engagements "$FORM 🟢 EPS YoY+70.4%+13.6% 42.2% YoY+96% HPC note https://note.com/2525mementomori/n/ncc1aecd285f4 https://note.com/2525mementomori/n/ncc1aecd285f4" [X Link](https://x.com/2525mementomori/status/2019190506929160247) 2026-02-04T23:25Z [----] followers, [----] engagements "2026.02.04 $FORM (FormFactor) AH+16%📈 FY25 Q4 🟢 EPS $0.46(0.35)YoY+70.4% 🟢 $215.16M(210.56M)YoY+13.6% 🟢 EPS $0.45$0.04(0.32)YoY+31% 🟢 $225.0M5.0M(203.84M)YoY+96%" [X Link](https://x.com/2525mementomori/status/2019190998434496616) 2026-02-04T23:27Z [----] followers, [---] engagements "$MTSI 🟢 EPS YoY20-30% YoY+21% note https://note.com/2525mementomori/n/n1e90802871f1 https://note.com/2525mementomori/n/n1e90802871f1" [X Link](https://x.com/2525mementomori/status/2019391774679265581) 2026-02-05T12:44Z [----] followers, [---] engagements "2026.02.05 $MTSI (MACOM Technology Solutions) BH-2%📉 FY26 Q1 🟢 EPS $1.02(1.00)YoY+29.1% 🟢 $271.61M(269.02M)YoY+24.6% 🟢 EPS $1.05-1.09(1.03)YoY+26% 🟢 $281.0-289.0M(275.73M)YoY+21%" [X Link](https://x.com/2525mementomori/status/2019392029814558888) 2026-02-05T12:45Z [----] followers, [---] engagements "$AFRM 🟢 YoY+29.6%GMV+36% AdaptAI+10% GMV [--] note https://note.com/2525mementomori/n/n8b5a050a49b5 https://note.com/2525mementomori/n/n8b5a050a49b5" [X Link](https://x.com/2525mementomori/status/2019545936234704923) 2026-02-05T22:57Z [----] followers, [----] engagements "$MCHP 🟢 EPSYoY 59.6% +30% note https://note.com/2525mementomori/n/n45620f614794 https://note.com/2525mementomori/n/n45620f614794" [X Link](https://x.com/2525mementomori/status/2019576728784716045) 2026-02-06T00:59Z [----] followers, [---] engagements "2026.02.05 $AFRM (Affirm Holdings) AH-6%📉 $FINX FY26 Q2 🟢 EPS $0.37(0.27)YoY+60.9% 🟢 $1.123B(1.06B)YoY+29.6% 🟢 $970.0-1000.0M(975.23M)YoY+26%" [X Link](https://x.com/2525mementomori/status/2019580424260055523) 2026-02-06T01:14Z [----] followers, [---] engagements "$ON 🔴 EPS EPS 36.0% CEO note # # https://note.com/2525mementomori/n/n46d7b43608cc https://note.com/2525mementomori/n/n46d7b43608cc" [X Link](https://x.com/2525mementomori/status/2020980727186411822) 2026-02-09T21:58Z [----] followers, [----] engagements "2026.02.09 $ON (ON Semiconductor) AH-5%📉 $QCLN $FTXL FY25 Q4 🟢 EPS $0.64(0.62)YoY-32.6% 🔴 $1.53B(1.54B)YoY-11.2% 🟡 EPS $0.56-0.66(0.61)YoY+11%" [X Link](https://x.com/2525mementomori/status/2020991679918911761) 2026-02-09T22:42Z [----] followers, [---] engagements "2026.02.09 $AMKR (Amkor Technology) AH+1%📈 FY25 Q4 🟢 EPS $0.69(0.44)YoY+60.5% 🟢 $1.89B(1.84B)YoY+15.9% 🟢 EPS $0.18-0.28(0.22)YoY+156% 🟢 $1.60-1.70B(1.54B)YoY+25%" [X Link](https://x.com/2525mementomori/status/2020991894290038956) 2026-02-09T22:43Z [----] followers, [---] engagements "$ENTG 🟢 EPS YoYQoQ +10% note # # https://note.com/2525mementomori/n/n76e0e8eb6371 https://note.com/2525mementomori/n/n76e0e8eb6371" [X Link](https://x.com/2525mementomori/status/2021202789914075318) 2026-02-10T12:41Z [----] followers, [---] engagements "2026.02.10 $ENTG (Entegris) BH+10%📈 FY25 Q4 🟢 EPS $0.70(0.67)YoY-16.7% 🟢 $823.9M(811.34M)YoY-3.1% 🟢 EPS $0.70-0.78(0.64)YoY+10% 🟢 $785.0-825.0M(785.04M)YoY+4%" [X Link](https://x.com/2525mementomori/status/2021203008709861591) 2026-02-10T12:42Z [----] followers, [---] engagements "$NET 🟢 EPSYoY +29% YoYAI AI note # # https://note.com/2525mementomori/n/n1a0fcab53b3d https://note.com/2525mementomori/n/n1a0fcab53b3d" [X Link](https://x.com/2525mementomori/status/2021343631953756351) 2026-02-10T22:00Z [----] followers, [----] engagements "$LSCC 🟢 YoY+24.2%EPS+113.3% +37%EPS+64% AI note # # https://note.com/2525mementomori/n/nb6b55aefa43d https://note.com/2525mementomori/n/nb6b55aefa43d" [X Link](https://x.com/2525mementomori/status/2021344688318579099) 2026-02-10T22:05Z [----] followers, [---] engagements "$DIOD 🟢 YoY+15.4%EPS+25.9% QoQ +19% AI note # # https://note.com/2525mementomori/n/n5458e1198446 https://note.com/2525mementomori/n/n5458e1198446" [X Link](https://x.com/2525mementomori/status/2021345400259739679) 2026-02-10T22:07Z [----] followers, [----] engagements "2026.02.10 $DIOD (Diodes Incorporated) AH+11%📈 FY25 Q4 🟢 EPS $0.34(0.28)YoY+25.9% 🟢 $391.58M(381.27M)YoY+15.4% 🟢 $395.0M3%(376.55M)YoY+19%" [X Link](https://x.com/2525mementomori/status/2021351018991321511) 2026-02-10T22:30Z [----] followers, [---] engagements "2026.02.10 $LSCC (Lattice Semiconductor) AH+7%📈 FY25 Q4 🟢 EPS $0.32(0.32)YoY+113.3% 🟢 $145.79M(143.17M)YoY+24.2% 🟢 EPS $0.34-0.38(0.33)YoY+64% 🟢 $158.0-172.0M(148.16M)YoY+37%" [X Link](https://x.com/2525mementomori/status/2021351250714034522) 2026-02-10T22:31Z [----] followers, [---] engagements "2026.02.10 $NET (Cloudflare) AH+10%📈 $HACK $CIBR $WFH $SKYY FY25 Q4 🟢 EPS $0.28(0.27)YoY+47.4% 🟢 $614.51M(591.34M)YoY+33.6% 🔴 EPS $0.23(0.25)YoY+44% 🟢 $620.0-621.0M(614.35M)YoY+30%" [X Link](https://x.com/2525mementomori/status/2021351513424273445) 2026-02-10T22:32Z [----] followers, [---] engagements "$TSEM 🟢 YoY+13.7%EPS+32.2% 26.7%YoY/QoQ YoY+15% SiPho5AI note # # https://note.com/2525mementomori/n/nf2d7d1112b67 https://note.com/2525mementomori/n/nf2d7d1112b67" [X Link](https://x.com/2525mementomori/status/2021571359197811199) 2026-02-11T13:05Z [----] followers, [---] engagements "2026.02.11 $TSEM (Tower Semiconductor) BH+6%📈 FY25 Q4 🟢 EPS $0.78(0.68)YoY+32.2% 🟢 $440.21M(439.76M)YoY+13.7% 🟢 $412.0M5%(408.38M)YoY+15%" [X Link](https://x.com/2525mementomori/status/2021574841778798738) 2026-02-11T13:19Z [----] followers, [---] engagements "$APP 🟢 YoY+20.8%EPS+87.3% note # # https://note.com/2525mementomori/n/n515d311c5eb3 https://note.com/2525mementomori/n/n515d311c5eb3" [X Link](https://x.com/2525mementomori/status/2021702241401680131) 2026-02-11T21:45Z [----] followers, [----] engagements "$HUBS 🟢 YoY+20%EPS+33% AI +18% SaaSAI note # # https://note.com/2525mementomori/n/nefb456206998 https://note.com/2525mementomori/n/nefb456206998" [X Link](https://x.com/2525mementomori/status/2021714318853840928) 2026-02-11T22:33Z [----] followers, [----] engagements "2026.02.11 $APP (AppLovin) AH-5%📉 $FPX FY25 Q4 🟢 EPS $3.24(2.95)YoY+87.3% 🟢 $1.658B(1.61B)YoY+20.8% 🟢 $1.745-1.775B(1.70B)YoY+52%" [X Link](https://x.com/2525mementomori/status/2021722190765551735) 2026-02-11T23:05Z [----] followers, [---] engagements "2026.02.11 $HUBS (HubSpot) AH+2%📈 FY25 Q4 🟢 EPS $3.09(2.99)YoY+33.2% 🟢 $846.75M(830.91M)YoY+20.4% 🟢 EPS $2.46-2.48(2.34)YoY+39% 🟢 $862.0-863.0M(838.69M)YoY+21%" [X Link](https://x.com/2525mementomori/status/2021722386085949935) 2026-02-11T23:05Z [----] followers, [---] engagements "RT @nishideshigeru: [---] 🟩 PT10:25IPO/IWO" [X Link](https://x.com/2525mementomori/status/2021734132397826217) 2026-02-11T23:52Z [----] followers, [--] engagements "$NVMI 🟢 YoY+14%EPS+10% note # # https://note.com/2525mementomori/n/n9e9d42799969 https://note.com/2525mementomori/n/n9e9d42799969" [X Link](https://x.com/2525mementomori/status/2021929935158620407) 2026-02-12T12:50Z [----] followers, [---] engagements "2026.02.12 $PCOR (Procore Technologies) AH+9%📈 FY25 Q4 🟢 EPS $0.37(0.36)YoY+3600% 🟢 $349.11M(340.80M)YoY+15.6% 🟢 $351.0-353.0M(349.42M)YoY+13%" [X Link](https://x.com/2525mementomori/status/2022097576301146456) 2026-02-12T23:56Z [----] followers, [---] engagements "$SYM 🟢 YoY+29.4% EBITDA+273.7% +20%EBITDA+109% note https://note.com/2525mementomori/n/n77aa6f506082 https://note.com/2525mementomori/n/n77aa6f506082" [X Link](https://x.com/2525mementomori/status/2019181804880818469) 2026-02-04T22:50Z [----] followers, [---] engagements "2026.02.04 $SYM (Symbotic) AH+9%📈 $BOTZ $ROBT FY26 Q1 🟢 EPS $0.02(0.01)YoY+166.7% 🟢 $629.99M(622.58M)YoY+29.4% 🟢 $650.0-670.0M(639.46M)YoY+20%" [X Link](https://x.com/2525mementomori/status/2019182333040161105) 2026-02-04T22:52Z [----] followers, [---] engagements "$SYNA 🟢 EPSYoY IoT+53% AI note https://note.com/2525mementomori/n/ndfc0daa54b00 https://note.com/2525mementomori/n/ndfc0daa54b00" [X Link](https://x.com/2525mementomori/status/2019577166279897540) 2026-02-06T01:01Z [----] followers, [---] engagements "$CSCO 🟢 YoY+9.7%EPS+10.6% % AI note # # https://note.com/2525mementomori/n/nd7a5d4df1b71 https://note.com/2525mementomori/n/nd7a5d4df1b71" [X Link](https://x.com/2525mementomori/status/2021701112437649662) 2026-02-11T21:41Z [----] followers, [----] engagements "2026.02.11 $CSCO (Cisco Systems) AH-7%📉 $CIBR $HACK $FDN $AIQ $XLK FY26 Q2 🟢 EPS $1.04(1.02)YoY+10.6% 🟢 $15.35B(15.11B)YoY+9.7% 🟢 EPS $1.02-1.04(1.03)YoY+7% 🟢 $15.40-15.60B(15.19B)YoY+10%" [X Link](https://x.com/2525mementomori/status/2021722034666189285) 2026-02-11T23:04Z [----] followers, [---] engagements "$HIMX 🟡 YoY-14% EPS YoY-74% note # # https://note.com/2525mementomori/n/n22a7457f97fa https://note.com/2525mementomori/n/n22a7457f97fa" [X Link](https://x.com/2525mementomori/status/2021897225354588475) 2026-02-12T10:40Z [----] followers, [---] engagements "2025.02.12 $HIMX (Himax Technologies) FY25 Q4 🟡 EPS $0.036(0.04)YoY-74.3% 🟢 $203.08M(199.16M)YoY-14.4% 🔴 EPS $0.02-0.04(0.06)YoY-74% 🔴 $190.90-199.02M(188.59M)YoY-9%" [X Link](https://x.com/2525mementomori/status/2021897536026685851) 2026-02-12T10:41Z [----] followers, [---] engagements "$AMAT 🟢 YoY-2% AI note # # https://note.com/2525mementomori/n/na1b20728c8eb https://note.com/2525mementomori/n/na1b20728c8eb" [X Link](https://x.com/2525mementomori/status/2022068314001064006) 2026-02-12T22:00Z [----] followers, [----] engagements "2026.02.12 $COIN (Coinbase Global) AH+1%📈 $BKCH $FINX FY25 Q4 🔴 EPS $2.49(1.00)YoY-153.2%Ajd.EPS $0.66YoY-80.4% 🔴 $1.781B(1.81B)YoY-21.6% ✅ Subscription & Services $727.4MYoY+34.1% ✅ Subscription & Services $550.0-630.0MYoY-15% https://twitter.com/i/web/status/2022097306351452390 https://twitter.com/i/web/status/2022097306351452390" [X Link](https://x.com/2525mementomori/status/2022097306351452390) 2026-02-12T23:55Z [----] followers, [---] engagements "2023.07.24 $CDNS (Cadence Design Systems) $SMH FY23 Q2 EPS $1.22(1.18)YoY+13.0% $976.58M(974.86M)YoY+13.9% ❌EPS $1.18-1.22(1.26)YoY+13% ❌ $990M-1.01B(1.01B)YoY+11% EPS $5.05-5.11(5.03) $4.05-4.09B(4.05B) CEO AIAIAI CFO 23EPS 15%232214%" [X Link](https://x.com/anyuser/status/1683582328021581824) 2023-07-24T20:58Z [----] followers, [----] engagements "2023.07.27 $INTC (Intel Corporation) $FTXL $SMH $SOXX FY23 Q2 EPS $0.13(0.04)YoY-55.2% $12.95B(12.12B)YoY-15.5% EPS $0.20(0.15)YoY-66% $12.9-13.9B(13.21B)YoY-13% CEO [--] AIAI CFO 23$3B" [X Link](https://x.com/anyuser/status/1684664072699273217) 2023-07-27T20:36Z [----] followers, 45.4K engagements "2023.07.31 $SOFI (SoFi Technologies) FY23 Q2 EPS $0.06(0.07)YoY+50.0% $488.82M(478.59M)YoY+37.3% 📌 $1.025-1.085YoY+22% $1.974-2.034B(2.00B) CEO 37%9 FSPLFinancial Services Productivity Loop" [X Link](https://x.com/anyuser/status/1685975899253121026) 2023-07-31T11:29Z [----] followers, 31.6K engagements "2023.10.26 $INTC (Intel) $FTXL $SOXX $SMH FY23 Q3 EPS $0.41(0.22)YoY-30.6% $14.16B(13.57B)YoY-7.7% EPS $0.44(0.33)YoY+340% $14.6-15.6B(14.36B)YoY+8% CEO 3AI IDM 2.0" [X Link](https://x.com/anyuser/status/1717643639848157352) 2023-10-26T20:45Z [----] followers, 37.3K engagements "$TSLA - 10/18() EPS$0.66(0.73)YoY-37.1%❌ $23.35B(24.19B)YoY+8.8%❌ -9.30% &BP $MSFT - 10/24() EPS$2.99(2.65)YoY+27.2% $56.52B(54.52B)YoY+12.8% +3.07 24.26B56.52B=42.9%(Intelligent Cloud) $GOOGL - 10/24() EPS$1.55(1.46)YoY+46.2% $76.69B(75.96B)YoY+11.0% [-----] 8.41B76.69B=11.0%(GCP) $META - 10/25() EPS$4.39(3.64)YoY+167.7% $34.15B(33.58B)YoY+23.2% ❌ [-----] 24(CFO) $AMZN -10/26() EPS$0.94(0.59)YoY+236.7% $143.08B(141.50B)YoY+12.6% ❌ +6.83 23.06B143.08B=16.1%(AWS) $AAPL - 11/2() $1.39BEPS $89.27B 10/30 (:Reuters) Youtube Google 😏 https://t.co/j6HO8ia9T1 Youtube Google 😏 https://t.co/j6HO8ia9T1" [X Link](https://x.com/anyuser/status/1718246856801816975) 2023-10-28T12:42Z [----] followers, 28.6K engagements "2023.10.30 $SOFI (SoFi Technologies) FY23 Q3 EPS $0.03(0.08)YoY+66.7% $530.72M(511.30M)YoY+26.6% $2.045-2.065B(2.03B) CEO [--] 71.747%690 10045%1000 367% 323%29157SoFi Money90%" [X Link](https://x.com/anyuser/status/1718952856446025894) 2023-10-30T11:27Z [----] followers, 38.3K engagements "2023.10.30 $ON (ON Semiconductor) $QCLN $SOXX $FTXL FY23 Q3 EPS $1.39(1.34)YoY-4.1% $2.18B(2.15B)YoY-0.6% ❌ EPS $1.13-1.27(1.36)YoY-9% ❌ $1.950-2.050B(2.18B)YoY-5% CEO 150200" [X Link](https://x.com/anyuser/status/1718964891787411825) 2023-10-30T12:15Z [----] followers, 43.7K engagements "2023.10.31 $AMD (Advanced Micro Devices) $QQQ $SOXX $SMH $FTXL FY23 Q3 EPS $0.70(0.68)YoY+4.5% $5.80B(5.70B)YoY+4.2% ❌ $6.10B300M(6.39B)YoY+9% CEO Ryzen7000 "EPYC CPU"AIInstinct MI300" [X Link](https://x.com/anyuser/status/1719451558486925561) 2023-10-31T20:29Z [----] followers, 82K engagements "2023.11.07 $DDOG (Datadog) FY23 Q3 EPS $0.45(0.34)YoY+96.7% $547.54M(524.73M)YoY+25.4% EPS $0.42-0.44(0.35)YoY+65% $564-568M(544.90M)YoY+21% EPS $1.52-1.54(1.34) $2.103-2.107B(2.06B) CEO 325%" [X Link](https://x.com/anyuser/status/1721863078302928966) 2023-11-07T12:12Z [----] followers, 40.9K engagements "2023.12.05 $MDB (MongoDB) $SKYY FY24 Q3 EPS $0.96(0.51)YoY+317.4% $432.94M(406.33M)YoY+29.8% EPS $0.44-0.46(0.37)YoY-21% $429.0-433.0M(418.06M)YoY+19% EPS $2.89-2.91(2.38) $1.654-1.658B(1.62B)" [X Link](https://x.com/anyuser/status/1732154634058510709) 2023-12-05T21:47Z [----] followers, [----] engagements "2026.02.09-02.13 ❖ [--] $MNDY $ON $AMKR $ICHR $GTM $DDOG $ENTG $NET $LSCC $DIOD $SHOP $GFS $TSEM $CSCO $APP $HUBS $QTWO $HIMX $NVMI $AMAT $ANET $ABNB $COIN $PCOR $RIVN ❖ ETF $SMH $SOXX $FTXL $XLK $HACK $FDN $CIBR $HACK $WFH $SKYY $FDNI $CLOU $AIQ $FPX $BKCH $FINX $QCLN $IPO ❖ Earnings Schedule for the Week https://twitter.com/i/web/status/2019893920117993720 https://twitter.com/i/web/status/2019893920117993720" [X Link](https://x.com/2525mementomori/status/2019893920117993720) 2026-02-06T22:00Z [----] followers, [----] engagements "$GTM 🟡 EPS AI SaaS note # # https://note.com/2525mementomori/n/ne7125f253484 https://note.com/2525mementomori/n/ne7125f253484" [X Link](https://x.com/2525mementomori/status/2020987574442131562) 2026-02-09T22:26Z [----] followers, [----] engagements "2026.02.09 $GTM (ZoomInfo Technologies) AH-6%📉 FY25 Q4 🟢 EPS $0.32(0.28)YoY+23.1% 🟢 $319.1M(309.28M)YoY+3.2% 🟢 EPS $0.25-0.27(0.26)YoY+13% 🟢 $306.0-309.0M(307.50M)YoY+1%" [X Link](https://x.com/2525mementomori/status/2020991429112365344) 2026-02-09T22:41Z [----] followers, [---] engagements "$ABNB 🟡 +12% ADR+6%EPS +15% AI note # # https://note.com/2525mementomori/n/n30ddaf816f28 https://note.com/2525mementomori/n/n30ddaf816f28" [X Link](https://x.com/2525mementomori/status/2022076560959009034) 2026-02-12T22:33Z [----] followers, [----] engagements "2026.02.12 $ABNB (Airbnb) AH+5%📈 $FDN FY25 Q4 🔴 EPS $0.56(0.67)YoY-23.3% 🟢 $2.778B(2.71B)YoY+12.0% 🟢 $2.59-2.63B(2.53B)YoY+15%" [X Link](https://x.com/2525mementomori/status/2022097009432514560) 2026-02-12T23:54Z [----] followers, [---] engagements "2023.11.02 $SHOP (Shopify) $FDNI FY23 Q3 EPS $0.24(0.15)YoY+1300.0% $1.71B(1.67B)YoY+25.5% [--] 400-500bp300-400bp [--] 400-500bp20 CEO [--] Shopify https://twitter.com/i/web/status/1720044913713389692 https://twitter.com/i/web/status/1720044913713389692" [X Link](https://x.com/2525mementomori/status/1720044913713389692) 2023-11-02T11:47Z [----] followers, [----] engagements "2024.05.07 $ZI (ZoomInfo Technologies) FY24 Q1 EPS $0.26(0.23)YoY+8.3% $310.1M(308.76M)YoY+3.1% ❌ EPS $0.23-0.24(0.25)YoY-10% ❌ $306-309M(313.23M)YoY-0% EPS $1.00-1.02(1.00) ❌ $1.255-1.27B(1.27B) -18.17%📉 https://twitter.com/i/web/status/1787953373121311057 https://twitter.com/i/web/status/1787953373121311057" [X Link](https://x.com/2525mementomori/status/1787953373121311057) 2024-05-07T21:11Z [----] followers, [----] engagements "2024.05.08 $SHOP (Shopify) $FDNI $CLOU FY24 Q1 EPS $0.20(0.17)YoY+1900.0% 🔺 $1.86B(1.86B)YoY+23.4% ❌ 10%$1.990B(2.02B) -17%📉 note 🔗 https://note.com/2525mementomori/n/nad8ba8712b3c https://note.com/2525mementomori/n/nad8ba8712b3c" [X Link](https://x.com/2525mementomori/status/1788169596429824047) 2024-05-08T11:30Z [----] followers, [----] engagements "2024.08.07 $SHOP (Shopify) AH+16%📈 $FDNI FY24 Q2 🟢 EPS $0.26(0.20)YoY+85.7% 🟢 $2.045B(2.02B)YoY+20.7% 🟢 $2.10-2.14B(2.07B) note 🔗 https://note.com/2525mementomori/n/n504e4968ac7e https://note.com/2525mementomori/n/n504e4968ac7e" [X Link](https://x.com/2525mementomori/status/1821144624360026567) 2024-08-07T11:21Z [----] followers, [----] engagements "2024.11.12 $SHOP (Shopify) $FDNI $EBIZ $CLOU BH+14%📈 FY24 Q3 🟡 EPS 🟢 $2.162B(2.15B)YoY+26.1% 🟢 $2.68-2.73B(2.60B) https://note.com/2525mementomori/n/n31d77a3a72f7 https://note.com/2525mementomori/n/n31d77a3a72f7" [X Link](https://x.com/2525mementomori/status/1856320363875184673) 2024-11-12T12:57Z [----] followers, [----] engagements "2025.11.04 $SWKS (Skyworks Solutions) AH+2%📈 $FTXL FY25 Q4 🟢 EPS $1.76(1.52)YoY+13.6% 🟢 $1.10B(1.04B)YoY+7.3% 🟢 EPS $1.40(1.28)YoY-13% 🟢 $975.0-1025.0M(980.47M)YoY-9% https://note.com/2525mementomori/n/n9a6962208246 https://note.com/2525mementomori/n/n9a6962208246" [X Link](https://x.com/2525mementomori/status/1985849607163941063) 2025-11-04T23:20Z [----] followers, [---] engagements "$NXPI 🟢 YoY+7.2%EPS+5.3% YoY EPS note https://note.com/2525mementomori/n/nc87b6f1d71e4 https://note.com/2525mementomori/n/nc87b6f1d71e4" [X Link](https://x.com/2525mementomori/status/2018449371059360152) 2026-02-02T22:20Z [----] followers, [---] engagements "2026.02.02 $NXPI (NXP Semiconductors) AH-6%📉 $SOXX $FTXL FY25 Q4 🟢 EPS $3.35(3.31)YoY+5.3% 🟢 $3.335B(3.31B)YoY+7.2% 🟡 EPS $2.77-3.17(2.95)YoY+13% 🟢 $3.050-3.250B(3.10B)YoY+11%" [X Link](https://x.com/2525mementomori/status/2018450077661253870) 2026-02-02T22:22Z [----] followers, [---] engagements "$PYPL BH-15%📉 🔴 EPS FY26 CEO CEO note https://note.com/2525mementomori/n/n1159109c9b71 https://note.com/2525mementomori/n/n1159109c9b71" [X Link](https://x.com/2525mementomori/status/2018663867463909762) 2026-02-03T12:32Z [----] followers, [----] engagements "2026.02.03 $PYPL (PayPal Holdings) $FINX $FDN FY25 Q4 🔴 EPS $1.23(1.29)YoY+3.4% 🔴 $8.68B(8.79B)YoY+3.7% 🔴 EPS1$1.26(1.38)" [X Link](https://x.com/2525mementomori/status/2018664276555346170) 2026-02-03T12:34Z [----] followers, [---] engagements "$SWKS 🟢 EPS4 YoY note https://note.com/2525mementomori/n/nc0adfe8ba471 https://note.com/2525mementomori/n/nc0adfe8ba471" [X Link](https://x.com/2525mementomori/status/2018832415826002362) 2026-02-03T23:42Z [----] followers, [---] engagements "2026.02.03 $SWKS (Skyworks Solutions) AH+1%📈 $FTXL FY26 Q1 🟢 EPS $1.54(1.40)YoY-3.8% 🟢 $1.035B(1.00B)YoY-3.1% 🟢 EPS $1.04(0.96)YoY-16% 🟢 $875.0-925.0M(867.79M)YoY-6%" [X Link](https://x.com/2525mementomori/status/2018833577044316310) 2026-02-03T23:46Z [----] followers, [---] engagements "$SNAP 🟡 EPSYoY+10.2% ARSpecs note https://note.com/2525mementomori/n/na6c8ea14d450 https://note.com/2525mementomori/n/na6c8ea14d450" [X Link](https://x.com/2525mementomori/status/2019182077376422147) 2026-02-04T22:51Z [----] followers, [----] engagements "2026.02.04 $SNAP (Snap) AH+2%📈 $SOCL FY25 Q4 🟢 EPS $0.03(0.03)YoY+200.0% 🟢 $1.716B(1.70B)YoY+10.2% 🔴 $1.50-1.53B(1.55B)YoY+11%" [X Link](https://x.com/2525mementomori/status/2019182561814306830) 2026-02-04T22:53Z [----] followers, [---] engagements "2026.02.05 $MCHP (Microchip Technology) AH-6%📉 $SOXX $FTXL FY26 Q3 🟢 EPS $0.44(0.43)YoY+120.0% 🟢 $1.186B(1.18B)YoY+15.6% 🟢 EPS $0.48-0.52(0.49)YoY+355% 🟢 $1.240-1.280B(1.23B)YoY+30%" [X Link](https://x.com/2525mementomori/status/2019578657602433342) 2026-02-06T01:07Z [----] followers, [---] engagements "$GFS 🟢 EPS [--] note # # https://note.com/2525mementomori/n/n72203580f551 https://note.com/2525mementomori/n/n72203580f551" [X Link](https://x.com/2525mementomori/status/2021570812080250919) 2026-02-11T13:03Z [----] followers, [----] engagements "$SHOP 🟢 EPS2530% 19% 30% AI20 note # # https://note.com/2525mementomori/n/n804a9dd62ed7 https://note.com/2525mementomori/n/n804a9dd62ed7" [X Link](https://x.com/2525mementomori/status/2021574198687113240) 2026-02-11T13:17Z [----] followers, [----] engagements "2026.02.11 $GFS (Global Foundries) BH+6%📈 FY25 Q4 🟢 EPS $0.55(0.47)YoY+19.6% 🟢 $1.830B(1.80B)YoY0% 🟢 EPS $0.350.05(0.35)YoY+3% 🟢 $1.625B25M(1.61B)YoY+3%" [X Link](https://x.com/2525mementomori/status/2021574466484961684) 2026-02-11T13:18Z [----] followers, [---] engagements "2026.02.11 $SHOP (Shopify) BH+10%📈 $FDNI $CLOU FY25 Q4 🟢 EPS $0.57(0.51)YoY+29.5% 🟢 $3.67B(3.61B)YoY+30.6% 🟢 $3.09-3.14B(3.00B)YoY+32%" [X Link](https://x.com/2525mementomori/status/2021575157425275094) 2026-02-11T13:20Z [----] followers, [---] engagements "$QTWO 🟢 EPS +10% CFOFCF SaaS note # # https://note.com/2525mementomori/n/nd8f8dee69856 https://note.com/2525mementomori/n/nd8f8dee69856" [X Link](https://x.com/2525mementomori/status/2021716025591705920) 2026-02-11T22:40Z [----] followers, [----] engagements "2026.02.11 $QTWO (Q2 Holdings) AH-4%📉 FY25 Q4 🟢 EPS $0.63(0.61)YoY+31.3% 🟢 $208.22M(204.69M)YoY+13.8% 🟢 $212.5-216.5M(209.49M)YoY+13%" [X Link](https://x.com/2525mementomori/status/2021722617334706328) 2026-02-11T23:06Z [----] followers, [---] engagements "2026.02.12 $NVMI (Nova) BH-7%📉 FY25 Q4 🟢 EPS $2.14(2.12)YoY+10.3% 🟢 $222.62M(220.83M)YoY+14.3% 🟢 EPS $2.13-2.25(2.15)YoY+0% 🟢 $222.0-232.0M(223.55M)YoY+6%" [X Link](https://x.com/2525mementomori/status/2021930157582549039) 2026-02-12T12:51Z [----] followers, [---] engagements "$ANET 🟢 YoY+29%EPS+26% +30% AI note # # https://note.com/2525mementomori/n/n589a92f3f22a https://note.com/2525mementomori/n/n589a92f3f22a" [X Link](https://x.com/2525mementomori/status/2022069080153633076) 2026-02-12T22:03Z [----] followers, [----] engagements "$PCOR 🟢 EPSYoY AI SaaS note # # https://note.com/2525mementomori/n/n75a38756f82d https://note.com/2525mementomori/n/n75a38756f82d" [X Link](https://x.com/2525mementomori/status/2022094648685342758) 2026-02-12T23:45Z [----] followers, [---] engagements "2026.02.12 $ANET (Arista Networks) AH+13%📈 $SKYY $FDN FY25 Q4 🟢 EPS $0.82(0.76)YoY+26.2% 🟢 $2.488B(2.38B)YoY+28.9% 🟢 $2.60B(2.46B)YoY+30%" [X Link](https://x.com/2525mementomori/status/2022096779370803381) 2026-02-12T23:53Z [----] followers, [---] engagements "2026.02.16-02.20 ❖ [--] $CEVA $PANW $CDNS $ACLS $ADI $GLBE $CAMT $BKNG $CVNA $WMT $ONTO $INDI $OLED $DBX ❖ ETF $QQQ $SMH $SOXX $FTXL $XLP $VDC $KXI $RTX $CIBR $HACK $BUG $XLY $FDNI $EBIZ $MILN $CLOU ❖ Earnings Schedule for the Week #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $HL $WMT $PANW $KGC $OPEN $CVNA $ADI $CDE $PAAS $ET $RIG $NEM $AG $CDNS $DASH $DVN $FIG $MDT $PWR $RGLD $EQT $TOL $DE $SSRM $RNW $LMND $AKAM $EQX $EBAY $FIX $KLAR $LYV $RELY $SXC $SEDG $SFM $TXRH $SON $OXY https://t.co/fnltw1qIDA #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $HL" [X Link](https://x.com/2525mementomori/status/2022430627837153771) 2026-02-13T22:00Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@2525mementomori もてのり✨米国株決算 | ファンダメンタリストもてのり✨米国株決算 | ファンダメンタリスト posts on X about eps, ai, $ftxl, ceo the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks #863 technology brands 16.81% cryptocurrencies #544 finance 3.54% exchanges 2.65% automotive brands #3746 gaming 0.88% social networks 0.88%
Social topic influence eps #66, ai 15.04%, $ftxl #1, ceo #207, $soxx #1, $smh #1, note #1241, $shop #438, $fdni #1, $fdn #1
Top accounts mentioned or mentioned by @nishideshigeru
Top assets mentioned Spacemesh (SMH) Shopify Inc (SHOP) Datadog Inc (DDOG) Orochi Network (ON) Snap, Inc. (SNAP) monday.com Ltd. (MNDY) Amkor Technology Inc (AMKR) Rivian Automotive, Inc. (RIVN) Applied Materials, Inc. (AMAT) Mario Coin (COIN) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Entegris, Inc. (ENTG) Cloudflare, Inc. (NET) Lattice Semiconductor Corp (LSCC) Diodes Inc (DIOD) Tower Semiconductor Ltd (TSEM) AppLovin Corporation (APP) HUBSPOT, INC. (HUBS) Nova Ltd. Ordinary Shares (NVMI) Procore Technologies, Inc. (PCOR) Cisco Systems Inc (CSCO) ZoomInfo Technologies Inc Common Stock (GTM) Q2 Holdings Inc (QTWO) Arista Networks Inc (ANET) Airbnb, Inc. (ABNB) GlobalFoundries (GFS) Skyworks Solutions Inc (SWKS) Teradyne, Inc. (TER) Chipotle Mexican Grill, Inc. (CMG) Intapp, Inc. (INTA) QUALCOMM, Inc. (QCOM) Arm Holdings plc (ARM) Four (FORM) MACOM Technology Solutions Holdings, Inc (MTSI) Affirm Holdings, Inc. (AFRM) Microchip Technology Inc. (MCHP) ON Semiconductor, Corp. (ON) Symbotic Inc. Class A Common Stock (SYM) Cadence Design Systems Inc (CDNS) Intel Corporation (INTC) SoFi Technologies, Inc. Common Stock (SOFI) RAI Finance (SOFI) NXP Semiconductors NV (NXPI) PayPal Holdings Inc (PYPL) Oatly Group AB (OTLY) IPG Photonics Corporation (IPGP) Victoria VR (VR) Intuitive Surgical, Inc. (ISRG)
Top posts by engagements in the last [--] hours
"2023.07.27 $OTLY (Oatly Group) $KROP FY23 Q2 ❌EPS $0.15(0.12)YoY-25.0% ❌ $195.99M(209.67M)YoY+10.1% ❌7-12% $772.80-808.90M(895.02M) CEO [-----] 23420%2024EBITDA https://twitter.com/i/web/status/1684530797062262787 https://twitter.com/i/web/status/1684530797062262787"
X Link 2023-07-27T11:46Z [----] followers, [----] engagements
"2023.08.01 $IPGP (IPG Photonics) FY23 Q2 EPS $1.31(1.24)YoY+19.1% ❌ $339.97M(345.51M)YoY-9.8% ❌EPS $0.85-1.15(1.32)YoY-32% ❌ $300-330M(358.89M)YoY-10% CEO 2e- https://twitter.com/i/web/status/1686350827752230912 https://twitter.com/i/web/status/1686350827752230912"
X Link 2023-08-01T12:19Z [----] followers, [----] engagements
"2023.10.24 $SNAP (Snap) $VR $SOCL FY23 Q3 EPS $0.02(0.04)YoY-75.0% $1.19B(1.11B)YoY+5.3% $1.07-1.13B $1.320-1.375B(1.34B)YoY+4% CEO 35%EBITDA ROI https://twitter.com/i/web/status/1716922695173243376 https://twitter.com/i/web/status/1716922695173243376"
X Link 2023-10-24T21:00Z [----] followers, 15.8K engagements
"2026.01.22 $ISRG (Intuitive Surgical) AH+3%📈 $BOTZ $XLV FY25 Q4 🟢 EPS $2.53(2.27)YoY+14.5% 🟢 $2.87B(2.76B)YoY+18.8% https://note.com/2525mementomori/n/nf77a5c7cd412 https://note.com/2525mementomori/n/nf77a5c7cd412"
X Link 2026-01-22T21:46Z [----] followers, [---] engagements
"2026.01.28 $UMC (United Microelectronics) BH-4%📉 FY25 Q4 🔴 EPS $0.129(0.14)YoY+24.0% 🟢 $1.968B(1.94B)YoY+6.8% https://note.com/2525mementomori/n/n3372fadc2758 https://note.com/2525mementomori/n/n3372fadc2758"
X Link 2026-01-28T09:51Z [----] followers, [---] engagements
"$TER 🟢 YoY+43.9%EPS+89.5% +75%EPS+176% note https://note.com/2525mementomori/n/n71de1efe6c7d https://note.com/2525mementomori/n/n71de1efe6c7d"
X Link 2026-02-02T22:26Z [----] followers, [---] engagements
"2026.02.02 $TER (Teradyne) FY25 Q4 🟢 EPS $1.80(1.38)YoY+89.5% 🟢 $1.083B(977.22M)YoY+43.9% 🟢 EPS $1.89-2.25(1.29)YoY+176% 🟢 $1.150-1.250B(938.72M)YoY+75%"
X Link 2026-02-02T22:26Z [----] followers, [---] engagements
"$CMG 🟡 EPS YoY-2.5% 350-370 note https://note.com/2525mementomori/n/nde42dd3d1197 https://note.com/2525mementomori/n/nde42dd3d1197"
X Link 2026-02-03T22:17Z [----] followers, [---] engagements
"2026.02.03 $CMG (Chipotle Mexican Grill) AH-7%📉 FY25 Q4 🟢 EPS $0.25(0.24)YoY0% 🟢 $2.984B(2.96B)YoY+4.9%"
X Link 2026-02-03T22:24Z [----] followers, [---] engagements
"$INTA 🟢 EPSSaaS Rev YoY+28% SaaS note https://note.com/2525mementomori/n/n35e8c62c06c7 https://note.com/2525mementomori/n/n35e8c62c06c7"
X Link 2026-02-03T23:40Z [----] followers, [---] engagements
"$SIMO 🟢 ✨ EPS YoY+45% YoY+71% note https://note.com/2525mementomori/n/n459c093b98d8 https://note.com/2525mementomori/n/n459c093b98d8"
X Link 2026-02-03T23:44Z [----] followers, [----] engagements
"2026.02.03 $INTA (Intapp) AH-20%📉 FY26 Q2 🟢 EPS $0.33(0.26)YoY+57.1% 🟢 $140.21M(138.19M)YoY+15.7% 🔴 EPS $0.27-0.29(0.31)YoY+8% 🟢 $143.8-144.8M(143.90M)YoY+12%"
X Link 2026-02-03T23:45Z [----] followers, [---] engagements
"2026.02.04 $SITM (SiTime) FY25 Q4 🟢 EPS $1.53(1.21)YoY+218.8% 🟢 $113.28M(101.85M)YoY+66.3%"
X Link 2026-02-04T23:27Z [----] followers, [---] engagements
"2026.02.05 $RBLX (Roblox) AH+10%📈 $HERO $FPX FY25 Q4 🟢 EPS $0.45(0.47)YoY-36.4% 🟢 Bookings $2.222B(2.08B)YoY+63.2% ✅ Revenue $1.415BYoY+43.2% 🟡 Bookings $1.690-1.740B(1.72B)YoY+42% ✅ Revenue $1.370-1.420BYoY+35%"
X Link 2026-02-06T01:13Z [----] followers, [---] engagements
"2026.02.05 $MPWR (Monolithic Power Systems) AH+0% $SOXX FY25 Q4 🟢 EPS $4.79(4.74)YoY+17.1% 🟢 $751.16M(742.40M)YoY+20.8% 🟢 $770.0-790.0M(737.97M)YoY+22%"
X Link 2026-02-06T01:15Z [----] followers, [---] engagements
"$MNDY 🔴 YoY+24.6%EPS AI SaaS note # # https://note.com/2525mementomori/n/neb1eb1505a32 https://note.com/2525mementomori/n/neb1eb1505a32"
X Link 2026-02-09T12:26Z [----] followers, [----] engagements
"2026.02.09 $MNDY BH-15%📉 FY25 Q4 🟢 EPS $1.04(0.92)YoY-3.7% 🟢 $338.88M(329.67M)YoY+24.6% 🔴 $338.0-340.0M(342.95M)YoY+20% http://monday.com http://monday.com"
X Link 2026-02-09T12:27Z [----] followers, [---] engagements
"$AMKR 🟢 YoY+15.9%EPSYoY+60.5% +25% note # # https://note.com/2525mementomori/n/n95fab4c29c31 https://note.com/2525mementomori/n/n95fab4c29c31"
X Link 2026-02-09T22:01Z [----] followers, [----] engagements
"$DDOG 🟡 YoY+29.2%EPS+42.1% +10% SaaS note # # https://note.com/2525mementomori/n/n2c5a73ab8b8d https://note.com/2525mementomori/n/n2c5a73ab8b8d"
X Link 2026-02-10T12:37Z [----] followers, [----] engagements
"2026.02.10 $DDOG (Datadog) BH+9%📈 FY25 Q4 🟢 EPS $0.59(0.55)YoY+42.1% 🟢 $953.19M(918.70M)YoY+29.2% 🔴 EPS $0.49-0.51(0.53)YoY+9% 🟢 $951.0-961.0M(935.61M)YoY+26%"
X Link 2026-02-10T12:42Z [----] followers, [---] engagements
"RT @nishideshigeru: [---] 🟩"
X Link 2026-02-10T22:51Z [----] followers, [--] engagements
"$RIVN 🟢 EPS YoY +53% AI note # # https://note.com/2525mementomori/n/nb97e7074d67a https://note.com/2525mementomori/n/nb97e7074d67a"
X Link 2026-02-12T23:46Z [----] followers, [---] engagements
"2026.02.12 $AMAT (Applied Materials) AH+13%📈 $SMH $SOXX $FTXL FY26 Q1 🟢 EPS $2.38(2.21)YoY0% 🟢 $7.01B(6.87B)YoY-2.1% 🟢 EPS $2.640.20(2.28)YoY+10% 🟢 $7.650B500M(7.01B)YoY+8%"
X Link 2026-02-12T23:48Z [----] followers, [---] engagements
"$COIN 🔴 EPSYoY Subscription & Services note # # https://note.com/2525mementomori/n/n0258b21448b8 https://note.com/2525mementomori/n/n0258b21448b8"
X Link 2026-02-12T23:42Z [----] followers, [---] engagements
"2026.02.12 $RIVN (Rivian Automotive) AH+15%📈 $IPO $QCLN FY25 Q4 🟢 EPS $0.66(0.71)YoY+5.7% 🟢 $1.286B(1.26B)YoY-25.8% (FY26) ✅ 62000-67000YoY+53%"
X Link 2026-02-12T23:57Z [----] followers, [---] engagements
"2026.01.26 $STLD (Steel Dynamics) BH+1%📈 $FXZ $SLX $XLB FY25 Q4 🟢 EPS $1.82(1.70)YoY+33.8% 🔴 $4.41B(4.63B)YoY+14.0% https://note.com/2525mementomori/n/n10cc9ab6bbe5 https://note.com/2525mementomori/n/n10cc9ab6bbe5"
X Link 2026-01-26T12:45Z [----] followers, [---] engagements
"2026.01.29 $CMCSA (Comcast) BH+0% $XLC $VOX FY25 Q4 🟢 EPS $0.84(0.73)YoY-12.5% 🔴 $32.31B(32.34B)YoY+1.2% https://note.com/2525mementomori/n/n5a785489f56f https://note.com/2525mementomori/n/n5a785489f56f"
X Link 2026-01-29T12:32Z [----] followers, [---] engagements
"$AMD 🟢 YoY+34.1%EPS+40.4% 57% AI note https://note.com/2525mementomori/n/n08fd81564f50 https://note.com/2525mementomori/n/n08fd81564f50"
X Link 2026-02-03T22:21Z [----] followers, [----] engagements
"2026.02.03 $AMD (Advanced Micro Devices) AH-7%📉 $SOXX $SMH $FTXL FY25 Q4 🟢 EPS $1.53(1.32)YoY+40.4% 🟢 $10.27B(9.67B)YoY+34.1% 🟢 $9.80B300M(9.42B)YoY+32%"
X Link 2026-02-03T22:22Z [----] followers, [---] engagements
"$SMCI 🟢 EPS +123%+167% $40B AI CEO note https://note.com/2525mementomori/n/n6dcd2d915065 https://note.com/2525mementomori/n/n6dcd2d915065"
X Link 2026-02-03T22:46Z [----] followers, [----] engagements
"$GOOGL 🟢 EPS+31%+18% Gemini MAU 7.5YouTube3.25 Google CloudAI note https://note.com/2525mementomori/n/n014f88e771e4 https://note.com/2525mementomori/n/n014f88e771e4"
X Link 2026-02-04T21:23Z [----] followers, [----] engagements
"$QCOM 🟡 EPS AI EPS CEO2029 note https://note.com/2525mementomori/n/n0625044e3da6 https://note.com/2525mementomori/n/n0625044e3da6"
X Link 2026-02-04T22:02Z [----] followers, [---] engagements
"$ARM 🟢 YoY+26.3%EPS+10.3% ACV+27.6% +18% AI note https://note.com/2525mementomori/n/n40aa13857188 https://note.com/2525mementomori/n/n40aa13857188"
X Link 2026-02-04T22:04Z [----] followers, [----] engagements
"2026.02.04 $GOOGL $GOOG (Alphabet) AH+2%📈 $QQQ $SPY $VOO $IOO $VOX $IXP $XLC $FDN $SOCL FY25 Q4 🟢 EPS $2.82(2.63)YoY+31.2% 🟢 $113.83B(111.33B)YoY+18.0% ✅ $27.85BYoY+95.1%QoQ+16.3%"
X Link 2026-02-04T22:05Z [----] followers, [---] engagements
"2026.02.04 $QCOM (Qualcomm) AH-8%📉 $FTXL $SOXX $SMH FY26 Q1 🟢 EPS $3.50(3.39)YoY+2.6% 🟢 $12.25B(12.13B)YoY+5.0% 🔴 EPS $2.45-2.65(2.90)YoY-11% 🔴 $10.20-11.00B(11.11B)YoY-3%"
X Link 2026-02-04T22:06Z [----] followers, [---] engagements
"2026.02.04 $ARM (Arm Holdings) AH-6%📉 $IPO $FPXI FY26 Q3 🟢 EPS $0.43(0.41)YoY+10.3% 🟢 $1.242B(1.23B)YoY+26.3% 🟢 EPS $0.580.04(0.56)YoY+5% 🟢 $1.470B50M(1.44B)YoY+18%"
X Link 2026-02-04T22:07Z [----] followers, [---] engagements
"$FORM 🟢 EPS YoY+70.4%+13.6% 42.2% YoY+96% HPC note https://note.com/2525mementomori/n/ncc1aecd285f4 https://note.com/2525mementomori/n/ncc1aecd285f4"
X Link 2026-02-04T23:25Z [----] followers, [----] engagements
"2026.02.04 $FORM (FormFactor) AH+16%📈 FY25 Q4 🟢 EPS $0.46(0.35)YoY+70.4% 🟢 $215.16M(210.56M)YoY+13.6% 🟢 EPS $0.45$0.04(0.32)YoY+31% 🟢 $225.0M5.0M(203.84M)YoY+96%"
X Link 2026-02-04T23:27Z [----] followers, [---] engagements
"$MTSI 🟢 EPS YoY20-30% YoY+21% note https://note.com/2525mementomori/n/n1e90802871f1 https://note.com/2525mementomori/n/n1e90802871f1"
X Link 2026-02-05T12:44Z [----] followers, [---] engagements
"2026.02.05 $MTSI (MACOM Technology Solutions) BH-2%📉 FY26 Q1 🟢 EPS $1.02(1.00)YoY+29.1% 🟢 $271.61M(269.02M)YoY+24.6% 🟢 EPS $1.05-1.09(1.03)YoY+26% 🟢 $281.0-289.0M(275.73M)YoY+21%"
X Link 2026-02-05T12:45Z [----] followers, [---] engagements
"$AFRM 🟢 YoY+29.6%GMV+36% AdaptAI+10% GMV [--] note https://note.com/2525mementomori/n/n8b5a050a49b5 https://note.com/2525mementomori/n/n8b5a050a49b5"
X Link 2026-02-05T22:57Z [----] followers, [----] engagements
"$MCHP 🟢 EPSYoY 59.6% +30% note https://note.com/2525mementomori/n/n45620f614794 https://note.com/2525mementomori/n/n45620f614794"
X Link 2026-02-06T00:59Z [----] followers, [---] engagements
"2026.02.05 $AFRM (Affirm Holdings) AH-6%📉 $FINX FY26 Q2 🟢 EPS $0.37(0.27)YoY+60.9% 🟢 $1.123B(1.06B)YoY+29.6% 🟢 $970.0-1000.0M(975.23M)YoY+26%"
X Link 2026-02-06T01:14Z [----] followers, [---] engagements
"$ON 🔴 EPS EPS 36.0% CEO note # # https://note.com/2525mementomori/n/n46d7b43608cc https://note.com/2525mementomori/n/n46d7b43608cc"
X Link 2026-02-09T21:58Z [----] followers, [----] engagements
"2026.02.09 $ON (ON Semiconductor) AH-5%📉 $QCLN $FTXL FY25 Q4 🟢 EPS $0.64(0.62)YoY-32.6% 🔴 $1.53B(1.54B)YoY-11.2% 🟡 EPS $0.56-0.66(0.61)YoY+11%"
X Link 2026-02-09T22:42Z [----] followers, [---] engagements
"2026.02.09 $AMKR (Amkor Technology) AH+1%📈 FY25 Q4 🟢 EPS $0.69(0.44)YoY+60.5% 🟢 $1.89B(1.84B)YoY+15.9% 🟢 EPS $0.18-0.28(0.22)YoY+156% 🟢 $1.60-1.70B(1.54B)YoY+25%"
X Link 2026-02-09T22:43Z [----] followers, [---] engagements
"$ENTG 🟢 EPS YoYQoQ +10% note # # https://note.com/2525mementomori/n/n76e0e8eb6371 https://note.com/2525mementomori/n/n76e0e8eb6371"
X Link 2026-02-10T12:41Z [----] followers, [---] engagements
"2026.02.10 $ENTG (Entegris) BH+10%📈 FY25 Q4 🟢 EPS $0.70(0.67)YoY-16.7% 🟢 $823.9M(811.34M)YoY-3.1% 🟢 EPS $0.70-0.78(0.64)YoY+10% 🟢 $785.0-825.0M(785.04M)YoY+4%"
X Link 2026-02-10T12:42Z [----] followers, [---] engagements
"$NET 🟢 EPSYoY +29% YoYAI AI note # # https://note.com/2525mementomori/n/n1a0fcab53b3d https://note.com/2525mementomori/n/n1a0fcab53b3d"
X Link 2026-02-10T22:00Z [----] followers, [----] engagements
"$LSCC 🟢 YoY+24.2%EPS+113.3% +37%EPS+64% AI note # # https://note.com/2525mementomori/n/nb6b55aefa43d https://note.com/2525mementomori/n/nb6b55aefa43d"
X Link 2026-02-10T22:05Z [----] followers, [---] engagements
"$DIOD 🟢 YoY+15.4%EPS+25.9% QoQ +19% AI note # # https://note.com/2525mementomori/n/n5458e1198446 https://note.com/2525mementomori/n/n5458e1198446"
X Link 2026-02-10T22:07Z [----] followers, [----] engagements
"2026.02.10 $DIOD (Diodes Incorporated) AH+11%📈 FY25 Q4 🟢 EPS $0.34(0.28)YoY+25.9% 🟢 $391.58M(381.27M)YoY+15.4% 🟢 $395.0M3%(376.55M)YoY+19%"
X Link 2026-02-10T22:30Z [----] followers, [---] engagements
"2026.02.10 $LSCC (Lattice Semiconductor) AH+7%📈 FY25 Q4 🟢 EPS $0.32(0.32)YoY+113.3% 🟢 $145.79M(143.17M)YoY+24.2% 🟢 EPS $0.34-0.38(0.33)YoY+64% 🟢 $158.0-172.0M(148.16M)YoY+37%"
X Link 2026-02-10T22:31Z [----] followers, [---] engagements
"2026.02.10 $NET (Cloudflare) AH+10%📈 $HACK $CIBR $WFH $SKYY FY25 Q4 🟢 EPS $0.28(0.27)YoY+47.4% 🟢 $614.51M(591.34M)YoY+33.6% 🔴 EPS $0.23(0.25)YoY+44% 🟢 $620.0-621.0M(614.35M)YoY+30%"
X Link 2026-02-10T22:32Z [----] followers, [---] engagements
"$TSEM 🟢 YoY+13.7%EPS+32.2% 26.7%YoY/QoQ YoY+15% SiPho5AI note # # https://note.com/2525mementomori/n/nf2d7d1112b67 https://note.com/2525mementomori/n/nf2d7d1112b67"
X Link 2026-02-11T13:05Z [----] followers, [---] engagements
"2026.02.11 $TSEM (Tower Semiconductor) BH+6%📈 FY25 Q4 🟢 EPS $0.78(0.68)YoY+32.2% 🟢 $440.21M(439.76M)YoY+13.7% 🟢 $412.0M5%(408.38M)YoY+15%"
X Link 2026-02-11T13:19Z [----] followers, [---] engagements
"$APP 🟢 YoY+20.8%EPS+87.3% note # # https://note.com/2525mementomori/n/n515d311c5eb3 https://note.com/2525mementomori/n/n515d311c5eb3"
X Link 2026-02-11T21:45Z [----] followers, [----] engagements
"$HUBS 🟢 YoY+20%EPS+33% AI +18% SaaSAI note # # https://note.com/2525mementomori/n/nefb456206998 https://note.com/2525mementomori/n/nefb456206998"
X Link 2026-02-11T22:33Z [----] followers, [----] engagements
"2026.02.11 $APP (AppLovin) AH-5%📉 $FPX FY25 Q4 🟢 EPS $3.24(2.95)YoY+87.3% 🟢 $1.658B(1.61B)YoY+20.8% 🟢 $1.745-1.775B(1.70B)YoY+52%"
X Link 2026-02-11T23:05Z [----] followers, [---] engagements
"2026.02.11 $HUBS (HubSpot) AH+2%📈 FY25 Q4 🟢 EPS $3.09(2.99)YoY+33.2% 🟢 $846.75M(830.91M)YoY+20.4% 🟢 EPS $2.46-2.48(2.34)YoY+39% 🟢 $862.0-863.0M(838.69M)YoY+21%"
X Link 2026-02-11T23:05Z [----] followers, [---] engagements
"RT @nishideshigeru: [---] 🟩 PT10:25IPO/IWO"
X Link 2026-02-11T23:52Z [----] followers, [--] engagements
"$NVMI 🟢 YoY+14%EPS+10% note # # https://note.com/2525mementomori/n/n9e9d42799969 https://note.com/2525mementomori/n/n9e9d42799969"
X Link 2026-02-12T12:50Z [----] followers, [---] engagements
"2026.02.12 $PCOR (Procore Technologies) AH+9%📈 FY25 Q4 🟢 EPS $0.37(0.36)YoY+3600% 🟢 $349.11M(340.80M)YoY+15.6% 🟢 $351.0-353.0M(349.42M)YoY+13%"
X Link 2026-02-12T23:56Z [----] followers, [---] engagements
"$SYM 🟢 YoY+29.4% EBITDA+273.7% +20%EBITDA+109% note https://note.com/2525mementomori/n/n77aa6f506082 https://note.com/2525mementomori/n/n77aa6f506082"
X Link 2026-02-04T22:50Z [----] followers, [---] engagements
"2026.02.04 $SYM (Symbotic) AH+9%📈 $BOTZ $ROBT FY26 Q1 🟢 EPS $0.02(0.01)YoY+166.7% 🟢 $629.99M(622.58M)YoY+29.4% 🟢 $650.0-670.0M(639.46M)YoY+20%"
X Link 2026-02-04T22:52Z [----] followers, [---] engagements
"$SYNA 🟢 EPSYoY IoT+53% AI note https://note.com/2525mementomori/n/ndfc0daa54b00 https://note.com/2525mementomori/n/ndfc0daa54b00"
X Link 2026-02-06T01:01Z [----] followers, [---] engagements
"$CSCO 🟢 YoY+9.7%EPS+10.6% % AI note # # https://note.com/2525mementomori/n/nd7a5d4df1b71 https://note.com/2525mementomori/n/nd7a5d4df1b71"
X Link 2026-02-11T21:41Z [----] followers, [----] engagements
"2026.02.11 $CSCO (Cisco Systems) AH-7%📉 $CIBR $HACK $FDN $AIQ $XLK FY26 Q2 🟢 EPS $1.04(1.02)YoY+10.6% 🟢 $15.35B(15.11B)YoY+9.7% 🟢 EPS $1.02-1.04(1.03)YoY+7% 🟢 $15.40-15.60B(15.19B)YoY+10%"
X Link 2026-02-11T23:04Z [----] followers, [---] engagements
"$HIMX 🟡 YoY-14% EPS YoY-74% note # # https://note.com/2525mementomori/n/n22a7457f97fa https://note.com/2525mementomori/n/n22a7457f97fa"
X Link 2026-02-12T10:40Z [----] followers, [---] engagements
"2025.02.12 $HIMX (Himax Technologies) FY25 Q4 🟡 EPS $0.036(0.04)YoY-74.3% 🟢 $203.08M(199.16M)YoY-14.4% 🔴 EPS $0.02-0.04(0.06)YoY-74% 🔴 $190.90-199.02M(188.59M)YoY-9%"
X Link 2026-02-12T10:41Z [----] followers, [---] engagements
"$AMAT 🟢 YoY-2% AI note # # https://note.com/2525mementomori/n/na1b20728c8eb https://note.com/2525mementomori/n/na1b20728c8eb"
X Link 2026-02-12T22:00Z [----] followers, [----] engagements
"2026.02.12 $COIN (Coinbase Global) AH+1%📈 $BKCH $FINX FY25 Q4 🔴 EPS $2.49(1.00)YoY-153.2%Ajd.EPS $0.66YoY-80.4% 🔴 $1.781B(1.81B)YoY-21.6% ✅ Subscription & Services $727.4MYoY+34.1% ✅ Subscription & Services $550.0-630.0MYoY-15% https://twitter.com/i/web/status/2022097306351452390 https://twitter.com/i/web/status/2022097306351452390"
X Link 2026-02-12T23:55Z [----] followers, [---] engagements
"2023.07.24 $CDNS (Cadence Design Systems) $SMH FY23 Q2 EPS $1.22(1.18)YoY+13.0% $976.58M(974.86M)YoY+13.9% ❌EPS $1.18-1.22(1.26)YoY+13% ❌ $990M-1.01B(1.01B)YoY+11% EPS $5.05-5.11(5.03) $4.05-4.09B(4.05B) CEO AIAIAI CFO 23EPS 15%232214%"
X Link 2023-07-24T20:58Z [----] followers, [----] engagements
"2023.07.27 $INTC (Intel Corporation) $FTXL $SMH $SOXX FY23 Q2 EPS $0.13(0.04)YoY-55.2% $12.95B(12.12B)YoY-15.5% EPS $0.20(0.15)YoY-66% $12.9-13.9B(13.21B)YoY-13% CEO [--] AIAI CFO 23$3B"
X Link 2023-07-27T20:36Z [----] followers, 45.4K engagements
"2023.07.31 $SOFI (SoFi Technologies) FY23 Q2 EPS $0.06(0.07)YoY+50.0% $488.82M(478.59M)YoY+37.3% 📌 $1.025-1.085YoY+22% $1.974-2.034B(2.00B) CEO 37%9 FSPLFinancial Services Productivity Loop"
X Link 2023-07-31T11:29Z [----] followers, 31.6K engagements
"2023.10.26 $INTC (Intel) $FTXL $SOXX $SMH FY23 Q3 EPS $0.41(0.22)YoY-30.6% $14.16B(13.57B)YoY-7.7% EPS $0.44(0.33)YoY+340% $14.6-15.6B(14.36B)YoY+8% CEO 3AI IDM 2.0"
X Link 2023-10-26T20:45Z [----] followers, 37.3K engagements
"$TSLA - 10/18() EPS$0.66(0.73)YoY-37.1%❌ $23.35B(24.19B)YoY+8.8%❌ -9.30% &BP $MSFT - 10/24() EPS$2.99(2.65)YoY+27.2% $56.52B(54.52B)YoY+12.8% +3.07 24.26B56.52B=42.9%(Intelligent Cloud) $GOOGL - 10/24() EPS$1.55(1.46)YoY+46.2% $76.69B(75.96B)YoY+11.0% [-----] 8.41B76.69B=11.0%(GCP) $META - 10/25() EPS$4.39(3.64)YoY+167.7% $34.15B(33.58B)YoY+23.2% ❌ [-----] 24(CFO) $AMZN -10/26() EPS$0.94(0.59)YoY+236.7% $143.08B(141.50B)YoY+12.6% ❌ +6.83 23.06B143.08B=16.1%(AWS) $AAPL - 11/2() $1.39BEPS $89.27B 10/30 (:Reuters) Youtube Google 😏 https://t.co/j6HO8ia9T1 Youtube Google 😏 https://t.co/j6HO8ia9T1"
X Link 2023-10-28T12:42Z [----] followers, 28.6K engagements
"2023.10.30 $SOFI (SoFi Technologies) FY23 Q3 EPS $0.03(0.08)YoY+66.7% $530.72M(511.30M)YoY+26.6% $2.045-2.065B(2.03B) CEO [--] 71.747%690 10045%1000 367% 323%29157SoFi Money90%"
X Link 2023-10-30T11:27Z [----] followers, 38.3K engagements
"2023.10.30 $ON (ON Semiconductor) $QCLN $SOXX $FTXL FY23 Q3 EPS $1.39(1.34)YoY-4.1% $2.18B(2.15B)YoY-0.6% ❌ EPS $1.13-1.27(1.36)YoY-9% ❌ $1.950-2.050B(2.18B)YoY-5% CEO 150200"
X Link 2023-10-30T12:15Z [----] followers, 43.7K engagements
"2023.10.31 $AMD (Advanced Micro Devices) $QQQ $SOXX $SMH $FTXL FY23 Q3 EPS $0.70(0.68)YoY+4.5% $5.80B(5.70B)YoY+4.2% ❌ $6.10B300M(6.39B)YoY+9% CEO Ryzen7000 "EPYC CPU"AIInstinct MI300"
X Link 2023-10-31T20:29Z [----] followers, 82K engagements
"2023.11.07 $DDOG (Datadog) FY23 Q3 EPS $0.45(0.34)YoY+96.7% $547.54M(524.73M)YoY+25.4% EPS $0.42-0.44(0.35)YoY+65% $564-568M(544.90M)YoY+21% EPS $1.52-1.54(1.34) $2.103-2.107B(2.06B) CEO 325%"
X Link 2023-11-07T12:12Z [----] followers, 40.9K engagements
"2023.12.05 $MDB (MongoDB) $SKYY FY24 Q3 EPS $0.96(0.51)YoY+317.4% $432.94M(406.33M)YoY+29.8% EPS $0.44-0.46(0.37)YoY-21% $429.0-433.0M(418.06M)YoY+19% EPS $2.89-2.91(2.38) $1.654-1.658B(1.62B)"
X Link 2023-12-05T21:47Z [----] followers, [----] engagements
"2026.02.09-02.13 ❖ [--] $MNDY $ON $AMKR $ICHR $GTM $DDOG $ENTG $NET $LSCC $DIOD $SHOP $GFS $TSEM $CSCO $APP $HUBS $QTWO $HIMX $NVMI $AMAT $ANET $ABNB $COIN $PCOR $RIVN ❖ ETF $SMH $SOXX $FTXL $XLK $HACK $FDN $CIBR $HACK $WFH $SKYY $FDNI $CLOU $AIQ $FPX $BKCH $FINX $QCLN $IPO ❖ Earnings Schedule for the Week https://twitter.com/i/web/status/2019893920117993720 https://twitter.com/i/web/status/2019893920117993720"
X Link 2026-02-06T22:00Z [----] followers, [----] engagements
"$GTM 🟡 EPS AI SaaS note # # https://note.com/2525mementomori/n/ne7125f253484 https://note.com/2525mementomori/n/ne7125f253484"
X Link 2026-02-09T22:26Z [----] followers, [----] engagements
"2026.02.09 $GTM (ZoomInfo Technologies) AH-6%📉 FY25 Q4 🟢 EPS $0.32(0.28)YoY+23.1% 🟢 $319.1M(309.28M)YoY+3.2% 🟢 EPS $0.25-0.27(0.26)YoY+13% 🟢 $306.0-309.0M(307.50M)YoY+1%"
X Link 2026-02-09T22:41Z [----] followers, [---] engagements
"$ABNB 🟡 +12% ADR+6%EPS +15% AI note # # https://note.com/2525mementomori/n/n30ddaf816f28 https://note.com/2525mementomori/n/n30ddaf816f28"
X Link 2026-02-12T22:33Z [----] followers, [----] engagements
"2026.02.12 $ABNB (Airbnb) AH+5%📈 $FDN FY25 Q4 🔴 EPS $0.56(0.67)YoY-23.3% 🟢 $2.778B(2.71B)YoY+12.0% 🟢 $2.59-2.63B(2.53B)YoY+15%"
X Link 2026-02-12T23:54Z [----] followers, [---] engagements
"2023.11.02 $SHOP (Shopify) $FDNI FY23 Q3 EPS $0.24(0.15)YoY+1300.0% $1.71B(1.67B)YoY+25.5% [--] 400-500bp300-400bp [--] 400-500bp20 CEO [--] Shopify https://twitter.com/i/web/status/1720044913713389692 https://twitter.com/i/web/status/1720044913713389692"
X Link 2023-11-02T11:47Z [----] followers, [----] engagements
"2024.05.07 $ZI (ZoomInfo Technologies) FY24 Q1 EPS $0.26(0.23)YoY+8.3% $310.1M(308.76M)YoY+3.1% ❌ EPS $0.23-0.24(0.25)YoY-10% ❌ $306-309M(313.23M)YoY-0% EPS $1.00-1.02(1.00) ❌ $1.255-1.27B(1.27B) -18.17%📉 https://twitter.com/i/web/status/1787953373121311057 https://twitter.com/i/web/status/1787953373121311057"
X Link 2024-05-07T21:11Z [----] followers, [----] engagements
"2024.05.08 $SHOP (Shopify) $FDNI $CLOU FY24 Q1 EPS $0.20(0.17)YoY+1900.0% 🔺 $1.86B(1.86B)YoY+23.4% ❌ 10%$1.990B(2.02B) -17%📉 note 🔗 https://note.com/2525mementomori/n/nad8ba8712b3c https://note.com/2525mementomori/n/nad8ba8712b3c"
X Link 2024-05-08T11:30Z [----] followers, [----] engagements
"2024.08.07 $SHOP (Shopify) AH+16%📈 $FDNI FY24 Q2 🟢 EPS $0.26(0.20)YoY+85.7% 🟢 $2.045B(2.02B)YoY+20.7% 🟢 $2.10-2.14B(2.07B) note 🔗 https://note.com/2525mementomori/n/n504e4968ac7e https://note.com/2525mementomori/n/n504e4968ac7e"
X Link 2024-08-07T11:21Z [----] followers, [----] engagements
"2024.11.12 $SHOP (Shopify) $FDNI $EBIZ $CLOU BH+14%📈 FY24 Q3 🟡 EPS 🟢 $2.162B(2.15B)YoY+26.1% 🟢 $2.68-2.73B(2.60B) https://note.com/2525mementomori/n/n31d77a3a72f7 https://note.com/2525mementomori/n/n31d77a3a72f7"
X Link 2024-11-12T12:57Z [----] followers, [----] engagements
"2025.11.04 $SWKS (Skyworks Solutions) AH+2%📈 $FTXL FY25 Q4 🟢 EPS $1.76(1.52)YoY+13.6% 🟢 $1.10B(1.04B)YoY+7.3% 🟢 EPS $1.40(1.28)YoY-13% 🟢 $975.0-1025.0M(980.47M)YoY-9% https://note.com/2525mementomori/n/n9a6962208246 https://note.com/2525mementomori/n/n9a6962208246"
X Link 2025-11-04T23:20Z [----] followers, [---] engagements
"$NXPI 🟢 YoY+7.2%EPS+5.3% YoY EPS note https://note.com/2525mementomori/n/nc87b6f1d71e4 https://note.com/2525mementomori/n/nc87b6f1d71e4"
X Link 2026-02-02T22:20Z [----] followers, [---] engagements
"2026.02.02 $NXPI (NXP Semiconductors) AH-6%📉 $SOXX $FTXL FY25 Q4 🟢 EPS $3.35(3.31)YoY+5.3% 🟢 $3.335B(3.31B)YoY+7.2% 🟡 EPS $2.77-3.17(2.95)YoY+13% 🟢 $3.050-3.250B(3.10B)YoY+11%"
X Link 2026-02-02T22:22Z [----] followers, [---] engagements
"$PYPL BH-15%📉 🔴 EPS FY26 CEO CEO note https://note.com/2525mementomori/n/n1159109c9b71 https://note.com/2525mementomori/n/n1159109c9b71"
X Link 2026-02-03T12:32Z [----] followers, [----] engagements
"2026.02.03 $PYPL (PayPal Holdings) $FINX $FDN FY25 Q4 🔴 EPS $1.23(1.29)YoY+3.4% 🔴 $8.68B(8.79B)YoY+3.7% 🔴 EPS1$1.26(1.38)"
X Link 2026-02-03T12:34Z [----] followers, [---] engagements
"$SWKS 🟢 EPS4 YoY note https://note.com/2525mementomori/n/nc0adfe8ba471 https://note.com/2525mementomori/n/nc0adfe8ba471"
X Link 2026-02-03T23:42Z [----] followers, [---] engagements
"2026.02.03 $SWKS (Skyworks Solutions) AH+1%📈 $FTXL FY26 Q1 🟢 EPS $1.54(1.40)YoY-3.8% 🟢 $1.035B(1.00B)YoY-3.1% 🟢 EPS $1.04(0.96)YoY-16% 🟢 $875.0-925.0M(867.79M)YoY-6%"
X Link 2026-02-03T23:46Z [----] followers, [---] engagements
"$SNAP 🟡 EPSYoY+10.2% ARSpecs note https://note.com/2525mementomori/n/na6c8ea14d450 https://note.com/2525mementomori/n/na6c8ea14d450"
X Link 2026-02-04T22:51Z [----] followers, [----] engagements
"2026.02.04 $SNAP (Snap) AH+2%📈 $SOCL FY25 Q4 🟢 EPS $0.03(0.03)YoY+200.0% 🟢 $1.716B(1.70B)YoY+10.2% 🔴 $1.50-1.53B(1.55B)YoY+11%"
X Link 2026-02-04T22:53Z [----] followers, [---] engagements
"2026.02.05 $MCHP (Microchip Technology) AH-6%📉 $SOXX $FTXL FY26 Q3 🟢 EPS $0.44(0.43)YoY+120.0% 🟢 $1.186B(1.18B)YoY+15.6% 🟢 EPS $0.48-0.52(0.49)YoY+355% 🟢 $1.240-1.280B(1.23B)YoY+30%"
X Link 2026-02-06T01:07Z [----] followers, [---] engagements
"$GFS 🟢 EPS [--] note # # https://note.com/2525mementomori/n/n72203580f551 https://note.com/2525mementomori/n/n72203580f551"
X Link 2026-02-11T13:03Z [----] followers, [----] engagements
"$SHOP 🟢 EPS2530% 19% 30% AI20 note # # https://note.com/2525mementomori/n/n804a9dd62ed7 https://note.com/2525mementomori/n/n804a9dd62ed7"
X Link 2026-02-11T13:17Z [----] followers, [----] engagements
"2026.02.11 $GFS (Global Foundries) BH+6%📈 FY25 Q4 🟢 EPS $0.55(0.47)YoY+19.6% 🟢 $1.830B(1.80B)YoY0% 🟢 EPS $0.350.05(0.35)YoY+3% 🟢 $1.625B25M(1.61B)YoY+3%"
X Link 2026-02-11T13:18Z [----] followers, [---] engagements
"2026.02.11 $SHOP (Shopify) BH+10%📈 $FDNI $CLOU FY25 Q4 🟢 EPS $0.57(0.51)YoY+29.5% 🟢 $3.67B(3.61B)YoY+30.6% 🟢 $3.09-3.14B(3.00B)YoY+32%"
X Link 2026-02-11T13:20Z [----] followers, [---] engagements
"$QTWO 🟢 EPS +10% CFOFCF SaaS note # # https://note.com/2525mementomori/n/nd8f8dee69856 https://note.com/2525mementomori/n/nd8f8dee69856"
X Link 2026-02-11T22:40Z [----] followers, [----] engagements
"2026.02.11 $QTWO (Q2 Holdings) AH-4%📉 FY25 Q4 🟢 EPS $0.63(0.61)YoY+31.3% 🟢 $208.22M(204.69M)YoY+13.8% 🟢 $212.5-216.5M(209.49M)YoY+13%"
X Link 2026-02-11T23:06Z [----] followers, [---] engagements
"2026.02.12 $NVMI (Nova) BH-7%📉 FY25 Q4 🟢 EPS $2.14(2.12)YoY+10.3% 🟢 $222.62M(220.83M)YoY+14.3% 🟢 EPS $2.13-2.25(2.15)YoY+0% 🟢 $222.0-232.0M(223.55M)YoY+6%"
X Link 2026-02-12T12:51Z [----] followers, [---] engagements
"$ANET 🟢 YoY+29%EPS+26% +30% AI note # # https://note.com/2525mementomori/n/n589a92f3f22a https://note.com/2525mementomori/n/n589a92f3f22a"
X Link 2026-02-12T22:03Z [----] followers, [----] engagements
"$PCOR 🟢 EPSYoY AI SaaS note # # https://note.com/2525mementomori/n/n75a38756f82d https://note.com/2525mementomori/n/n75a38756f82d"
X Link 2026-02-12T23:45Z [----] followers, [---] engagements
"2026.02.12 $ANET (Arista Networks) AH+13%📈 $SKYY $FDN FY25 Q4 🟢 EPS $0.82(0.76)YoY+26.2% 🟢 $2.488B(2.38B)YoY+28.9% 🟢 $2.60B(2.46B)YoY+30%"
X Link 2026-02-12T23:53Z [----] followers, [---] engagements
"2026.02.16-02.20 ❖ [--] $CEVA $PANW $CDNS $ACLS $ADI $GLBE $CAMT $BKNG $CVNA $WMT $ONTO $INDI $OLED $DBX ❖ ETF $QQQ $SMH $SOXX $FTXL $XLP $VDC $KXI $RTX $CIBR $HACK $BUG $XLY $FDNI $EBIZ $MILN $CLOU ❖ Earnings Schedule for the Week #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $HL $WMT $PANW $KGC $OPEN $CVNA $ADI $CDE $PAAS $ET $RIG $NEM $AG $CDNS $DASH $DVN $FIG $MDT $PWR $RGLD $EQT $TOL $DE $SSRM $RNW $LMND $AKAM $EQX $EBAY $FIX $KLAR $LYV $RELY $SXC $SEDG $SFM $TXRH $SON $OXY https://t.co/fnltw1qIDA #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $HL"
X Link 2026-02-13T22:00Z [----] followers, [----] engagements
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/creator/twitter::2525mementomori