# ![@AShmueil Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1559532188214956034.png) @AShmueil Jesse option

Jesse option posts on X about breaking, ai, crypto, bitcoin the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1559532188214956034/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1559532188214956034/c:line/m:interactions.svg)

- [--] Week [------] +37%
- [--] Month [------] +420,390%
- [--] Months [------] -3.10%
- [--] Year [------] +164%

### Mentions: [--] [#](/creator/twitter::1559532188214956034/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1559532188214956034/c:line/m:posts_active.svg)

- [--] Week [--] -89%
- [--] Month [---] +38,300%
- [--] Months [---] -11%
- [--] Year [---] +70%

### Followers: [---] [#](/creator/twitter::1559532188214956034/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1559532188214956034/c:line/m:followers.svg)

- [--] Week [---] -0.61%
- [--] Month [---] +7.20%
- [--] Months [---] +3.80%
- [--] Year [---] +1.90%

### CreatorRank: [---------] [#](/creator/twitter::1559532188214956034/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1559532188214956034/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  72.83% [finance](/list/finance)  36.42% [technology brands](/list/technology-brands)  30.64% [cryptocurrencies](/list/cryptocurrencies)  16.76% [countries](/list/countries)  7.51% [financial services](/list/financial-services)  #1578 [automotive brands](/list/automotive-brands)  4.62% [exchanges](/list/exchanges)  4.62% [social networks](/list/social-networks)  1.73% [currencies](/list/currencies)  1.73%

**Social topic influence**
[breaking](/topic/breaking) 24.86%, [ai](/topic/ai) 12.14%, [crypto](/topic/crypto) 10.4%, [bitcoin](/topic/bitcoin) 7.51%, [major](/topic/major) 5.78%, [target](/topic/target) 5.2%, [$googl](/topic/$googl) 4.62%, [strong](/topic/strong) 4.62%, [beat](/topic/beat) 4.62%, [investment](/topic/investment) 4.62%

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Strategy (MSTR)](/topic/$mstr) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Mario Coin (COIN)](/topic/$coin) [Goldman Sachs (GS)](/topic/goldman-sachs) [Metadium (META)](/topic/$meta) [Morgan Stanley (MS)](/topic/morgan-stanley) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [GammaSwap (GS)](/topic/$gs) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/tesla) [Apple, Inc. (AAPL)](/topic/$aapl) [Snap, Inc. (SNAP)](/topic/$snap) [Microsoft Corp. (MSFT)](/topic/$msft) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Ethereum (ETH)](/topic/ethereum) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Novo-Nordisk (NVO)](/topic/$nvo) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Shopify Inc (SHOP)](/topic/$shop) [Spotify Technology (SPOT)](/topic/$spot) [Coherent Inc (COHR)](/topic/$cohr) [Beta Finance (BETA)](/topic/$beta) [Mattel, Inc. (MAT)](/topic/$mat)
### Top Social Posts
Top posts by engagements in the last [--] hours

"TODAY'S KEY EVENTS (EST): 1:00am Iran-US Meeting (all day) 10:00am Univ Michigan Sentiment Prelim 12:00pm Fed Jefferson 3:00pm Consumer Credit. PRE-MARKET: $CNC $NWL $JOUT $PRLB $NVT $GHM $RXO $MKTX $EAF $UAA $PM $AN $CGC $ROIV $VRTS $AER $CG $IMVT $ISPR $PIPR $CBOE $PAA. Major earnings/diplomatic day. 📊 #Markets #Iran #Breaking https://twitter.com/i/web/status/2019668530195513649 https://twitter.com/i/web/status/2019668530195513649"  
[X Link](https://x.com/AShmueil/status/2019668530195513649)  2026-02-06T07:04Z [---] followers, [---] engagements


"BREAKING: Merck ends talks to acquire Revolution Medicines after failing to agree on price. Deal discussed at $30B valuation. RVMD was $16B pre-chatter now $22B. Key RAS data expected 1H26. $MRK $RVMD #M&A #Biotech #Breaking"  
[X Link](https://x.com/AShmueil/status/2015523054995063063)  2026-01-25T20:31Z [---] followers, [---] engagements


"BREAKING: Elevance Health Q4'25 oper revenue $49.3B (miss $49.82B +10% YoY) adj EPS $3.33 (beat $3.10) med membership 45.2M benefit ratio 93.5%. FY26 adj EPS $25.50 (miss $26.80 est). Health Benefits +11% Carelon +27%. Dividend $1.71/sh. $ELV #Healthcare #Earnings #Breaking https://twitter.com/i/web/status/2016470469625459113 https://twitter.com/i/web/status/2016470469625459113"  
[X Link](https://x.com/AShmueil/status/2016470469625459113)  2026-01-28T11:16Z [---] followers, [---] engagements


"BREAKING: Deutsche Bank $DB raided in money laundering probe tied to staff. Authorities investigating unknown managers and employees. Major regulatory action. $DB #Banking #Legal #Breaking"  
[X Link](https://x.com/AShmueil/status/2016539872077447402)  2026-01-28T15:52Z [---] followers, [--] engagements


"BREAKING: Celestica expanding US manufacturing capacity to support Google's US TPU system production completion scheduled [----]. Major AI infrastructure expansion. $CLS $GOOGL #Manufacturing #AI #Breaking"  
[X Link](https://x.com/AShmueil/status/2016635054688977022)  2026-01-28T22:10Z [---] followers, [---] engagements


"BREAKING (Barclays): Upgrades $ZG to Equalweight from Underweight PT $72 from $66. ZG execution improvedmid-teens revenue/mid-high 20s adj EBITDA growth 2025E [----] similar. Challenges remainunclear existing home sales path legal battles competition. Green shoots emerging balanced risk/reward at [----] start. $ZG #RealEstate #Analyst #Breaking https://twitter.com/i/web/status/2016823860599926819 https://twitter.com/i/web/status/2016823860599926819"  
[X Link](https://x.com/AShmueil/status/2016823860599926819)  2026-01-29T10:40Z [---] followers, [--] engagements


"BREAKING: Caterpillar Q4'25 revenue $19.1B (beat $17.85B) EPS $5.16 (beat $4.70) Cat Financial $949M (+7% YoY) profit $139M (-61% YoY). Retail new business $4.07B (+10%) allowance for credit losses $284M (0.86%) write-offs $101M total assets $38.313B (+12% YoY). Strong retail volume past dues at lows. $CAT #Industrial #Earnings #Breaking https://twitter.com/i/web/status/2016839619090776251 https://twitter.com/i/web/status/2016839619090776251"  
[X Link](https://x.com/AShmueil/status/2016839619090776251)  2026-01-29T11:43Z [---] followers, [--] engagements


"BREAKING: Terawulf acquires two infrastructure sites in Kentucky/Maryland adding 1.5GW capacity. Kentucky 480MW existing power Maryland 210MW generation (potential 1GW expansion pending approvals). Portfolio now 2.8GW across five sites. $WULF #Energy #Infrastructure #Breaking https://twitter.com/i/web/status/2018474258410733620 https://twitter.com/i/web/status/2018474258410733620"  
[X Link](https://x.com/AShmueil/status/2018474258410733620)  2026-02-02T23:58Z [---] followers, [---] engagements


"BREAKING: PepsiCo Q4'25 revenue $29.34B (beat $28.90B +5.6% YoY) core EPS $2.26 (beat $2.23) organic rev +2.1%. $10B buyback through [----]. FY26 organic rev +2-4% (beat +2.68% est) core constant currency EPS +4-6% FCF conversion 80%. PBNA $8.20B APAC $1.49B (beat $1.45B) LatAm +5% EMEA +5% Foods NA -1%. $PEP #Consumer #Earnings #Breaking https://twitter.com/i/web/status/2018652580977488214 https://twitter.com/i/web/status/2018652580977488214"  
[X Link](https://x.com/AShmueil/status/2018652580977488214)  2026-02-03T11:47Z [---] followers, [--] engagements


"BREAKING: PayPal Q4'25 net revenue $8.68B (miss $8.80B est) adj EPS $1.23 (miss $1.28 est) TPV $475.14B (beat $471.92B +9% YoY) transaction margin $4.03B (+3% YoY) active accounts 439M (+1% YoY). Jamie Miller interim CEO Enrique Lores named President/CEO effective March [--]. Leadership transition. $PYPL #FinTech #Earnings #Breaking https://twitter.com/i/web/status/2018666255671054835 https://twitter.com/i/web/status/2018666255671054835"  
[X Link](https://x.com/AShmueil/status/2018666255671054835)  2026-02-03T12:41Z [---] followers, [--] engagements


"BREAKING: Bitcoin drops to lowest price since Trump's election victory. Major crypto reversal. #Bitcoin #Crypto #Markets #Breaking"  
[X Link](https://x.com/AShmueil/status/2018786456853192945)  2026-02-03T20:39Z [---] followers, [--] engagements


"BREAKING: Amgen Q4'25 revenue $9.9B (beat $9.46B est) EPS $5.29 (beat $4.73 est). FY26 EPS $21.60-23.00 (near $22.10 est) revenue $37.0-38.4B (beat $37.1B est). Strong results. $AMGN #Biotech #Earnings #Breaking"  
[X Link](https://x.com/AShmueil/status/2018797351411015766)  2026-02-03T21:22Z [---] followers, [--] engagements


"BREAKING: Novartis Q4 revenue $13.34B (miss $13.68B est) core EPS $2.03 (beat $2.01 est) FY dividend CHF3.70 FY26 net sales growth low single-digit. Mixed results. $NVS #Pharma #Earnings #Breaking"  
[X Link](https://x.com/AShmueil/status/2018936951374561699)  2026-02-04T06:37Z [---] followers, [--] engagements


"BREAKING: Trump says Warsh understands he wants lower rates wouldn't have gotten job if said he wanted raise rates. Fed chair expectations. #Fed #Policy #Breaking"  
[X Link](https://x.com/AShmueil/status/2019133253555466450)  2026-02-04T19:37Z [---] followers, [--] engagements


"BREAKING: Snap Q4 revenue $1.72B (beat $1.70B est) adj EBITDA $357.7M (beat $298.8M est). Q1 revenue $1.50-1.53B (miss $1.54B est) adj EBITDA $170-190M (near $173.7M est). Mixed guidance. $SNAP #SocialMedia #Earnings #Breaking"  
[X Link](https://x.com/AShmueil/status/2019158005137187042)  2026-02-04T21:15Z [---] followers, [---] engagements


"BREAKING (Stifel): Downgrades $MSFT to Hold from Buy PT $392 from $540. Street FY/CY27 revenue/EPS too optimistic given Azure supply issues Google GCP/Gemini strength Anthropic momentum. FY27 unlikely near-term Azure acceleration. Less period revenue recognition (FY26 benefited product cycles). CAPEX $200B (40% growth line with Google $180B +100%) above Street $160B. FY27 gross margin 63% vs 67% consensus. New spending phase for AI tools/GTM OPEX discipline ending OM leverage headwind. Long-term positioning intact but near-term cloudy as Google gains AI share OpenAI relationship less"  
[X Link](https://x.com/AShmueil/status/2019364102854905962)  2026-02-05T10:54Z [---] followers, [--] engagements


"BREAKING (Lynx Equity): Avoid $AMD due earnings disappointment/OpenAI entanglement. Google doubling [----] CAPEX (60% infrastructure hardware) floors AI semis. Meta +80% CAPEX Amazon/AWS following. AI CAPEX accelerating not done. Load up $SNDK ($750 PT) $MU ($550 PT) $LRCX ($280 PT) $TSM (NT$2550 PT). Top off $AMAT into earnings. $AVGO obvious Google CAPEX beneficiary move up earnings. Wait $NVDA OpenAI drama conclude better entry. Google TPU superior inference vs Blackwell. Await Rubin platform details. #Semiconductors #Analyst #Breaking https://twitter.com/i/web/status/2019399725363945752"  
[X Link](https://x.com/AShmueil/status/2019399725363945752)  2026-02-05T13:16Z [---] followers, [---] engagements


"BREAKING: Tom Lee's BitMine Ethereum fund sitting on massive $7.5B unrealized loss on holdings as ETH falls to $1900. Lee previously predicted ETH $7K this year. Ethereum prediction accuracy questioned. $BMNR #Ethereum #Trading #Breaking"  
[X Link](https://x.com/AShmueil/status/2019461118259790063)  2026-02-05T17:20Z [---] followers, [--] engagements


"BREAKING: Fortinet Q4'25 revenue $1.91B (beat $1.86B est +14.8% YoY) adj EPS $0.81 (beat $0.74 est) billings $2.37B (+18% YoY) unified SASE +40% YoY. Q1 revenue $1.70-1.76B (near $1.72B est) adj EPS $0.59-0.63 (miss $0.65 est) billings $1.77-1.87B GM 80-81% OM 30-32%. FY revenue $7.5-7.7B (near est) adj EPS $2.94-3.00 (beat est) service revenue $5.05-5.15B billings $8.4-8.6B GM 79-81% OM 33-36%. Product revenue $691M (+20% YoY) unified SASE/SecOps +24% YoY FCF $2.21B. +$1.0B authorization $1.38B remaining through Feb [----]. Broad demand SASE/SecOps acceleration 55% firewall unit share. $FTNT"  
[X Link](https://x.com/AShmueil/status/2019520863587184696)  2026-02-05T21:17Z [---] followers, [--] engagements


"BREAKING: Stellantis taking 22B charges resetting strategy after overestimating EV demand. Expects 2H25 net loss up to 21B low single-digit op margin including 1.6B tariff costs. Scrapping/scaling EV plans (Ram [----] BEV canceled). Major strategy reset. $STLA #Auto #Earnings #Breaking https://twitter.com/i/web/status/2019763040137158878 https://twitter.com/i/web/status/2019763040137158878"  
[X Link](https://x.com/AShmueil/status/2019763040137158878)  2026-02-06T13:20Z [---] followers, [--] engagements


"BREAKING: Goldman Sachs working with Anthropic on autonomous agents automating accounting/compliancetrade/transaction accounting client vetting/onboarding. Embedded Anthropic engineers spent [--] months building. Major enterprise AI deployment. $GS #AI #Finance #Breaking"  
[X Link](https://x.com/AShmueil/status/2019776518038102259)  2026-02-06T14:13Z [---] followers, [--] engagements


"BREAKING (Morgan Stanley): Lowers $RDDT PT to $240 from $265 Overweight. 70% Q4 revenue growth 54% Q1 guidance top-end strong. Active advertisers +75% YoY (2nd consecutive quarter) advertiser spend diversified (11 of [--] top verticals +50% in Q4 vs [--] of [--] Q3) SMB spend doubling. Reddit Max scaling onboarding automation mid-low funnel mid-2026 expanding full funnel [----]. ML models room to scale outcomes/performance. Long runway. $RDDT #SocialMedia #Analyst #Breaking https://twitter.com/i/web/status/2019777872559301025 https://twitter.com/i/web/status/2019777872559301025"  
[X Link](https://x.com/AShmueil/status/2019777872559301025)  2026-02-06T14:19Z [---] followers, [---] engagements


"BREAKING: Galaxy Digital board approves $200M buyback for Class A stock. Open market or private deals Rule 10b5-1 plans possible. Capital return. $GLXY #Crypto #Buyback #Breaking"  
[X Link](https://x.com/AShmueil/status/2019778043493904501)  2026-02-06T14:19Z [---] followers, [---] engagements


"BREAKING (Politico): Amazon tax bill fell sharply post-GOP tax changes. $1.2B income taxes [----] vs $9B prior despite 45% profit jump to $90B. Drop driven by generous depreciation rules on logistics/AI data center investment. Tax savings signal. $AMZN #Taxes #Policy #Breaking https://twitter.com/i/web/status/2019846050647867437 https://twitter.com/i/web/status/2019846050647867437"  
[X Link](https://x.com/AShmueil/status/2019846050647867437)  2026-02-06T18:50Z [---] followers, [--] engagements


"BREAKING (WSJ): DOJ casting wide net reviewing Netflix-Warner merger asking industry players whether Netflix engaged in "exclusionary conduct" entrench power/monopoly. Antitrust scrutiny. $NFLX $WBD #Antitrust #M&A #Breaking"  
[X Link](https://x.com/AShmueil/status/2019858001121669414)  2026-02-06T19:37Z [---] followers, [---] engagements


"BREAKING: Multiple analyst PT cuts on $AMZNMorgan Stanley $300 (from $315) Oppenheimer $260 (from $325) Evercore $285 (from $335) Piper Sandler $260 (from $300). All maintain buy ratings. Valuation compression. $AMZN #Cloud #Analyst #Breaking"  
[X Link](https://x.com/AShmueil/status/2019891210039775284)  2026-02-06T21:49Z [---] followers, [--] engagements


"BREAKING: FDA restricting copycat GLP-1 compounded weight loss drugs calling out Hims & Hers. Compounded products can't be marketed "generic"/"equivalent" to FDA-approved GLP-1s. Violators face seizure/injunction enforcement. Major regulatory action. $HIMS #Pharma #FDA #Breaking https://twitter.com/i/web/status/2019895263184212455 https://twitter.com/i/web/status/2019895263184212455"  
[X Link](https://x.com/AShmueil/status/2019895263184212455)  2026-02-06T22:05Z [---] followers, [---] engagements


"BREAKING: Hims & Hers stops sales of copycat Wegovy pill following FDA warning on compounded GLP-1 knockoffs. Decided to stop after talks with industry stakeholders. Regulatory compliance. $HIMS #Pharma #FDA #Breaking"  
[X Link](https://x.com/AShmueil/status/2020271272157147490)  2026-02-07T22:59Z [---] followers, [---] engagements


"BREAKING (Bloomberg): Block cutting up to 10% staff during year-end reviews broader efficiency overhaul. Layoffs across teams into late February. Cost reduction. $XYZ #FinTech #Layoffs #Breaking"  
[X Link](https://x.com/AShmueil/status/2020421211298337215)  2026-02-08T08:55Z [---] followers, [--] engagements


"BREAKING (Reuters): Japan exit polls show big win for PM Sanae Takaichi. NHK poll projects LDP 274-328 seats (clears majority) ruling bloc could pass [---] seats out of [---]. Major political victory. #Elections #Politics #Breaking"  
[X Link](https://x.com/AShmueil/status/2020484002130399333)  2026-02-08T13:04Z [---] followers, [---] engagements


"BREAKING: Michael Saylor hints at buying more Bitcoin. MicroStrategy accumulation signal. $MSTR #Bitcoin #Crypto #Breaking"  
[X Link](https://x.com/AShmueil/status/2020492921095754161)  2026-02-08T13:40Z [---] followers, [--] engagements


"BREAKING: OpenAI yanked Super Bowl ad last-minute replaced with different spot hours before NBC deadline. Scrapped product-tease for Jony Ive hardware project. Pivot came after Anthropic booked ads taking shots at ChatGPT. Ad war escalation. #AI #SuperBowl #Breaking"  
[X Link](https://x.com/AShmueil/status/2020577475332288609)  2026-02-08T19:16Z [---] followers, [---] engagements


"BREAKING (Goldman Sachs): US stocks face more selling this week from CTAs (trend-following funds) who hit sell triggers in S&P [---]. Bank estimates CTAs could dump $33B this week up to $80B next month if S&P keeps falling. Technical selling pressure. $SPY #Markets #Trading #Breaking https://twitter.com/i/web/status/2020609754712912378 https://twitter.com/i/web/status/2020609754712912378"  
[X Link](https://x.com/AShmueil/status/2020609754712912378)  2026-02-08T21:24Z [---] followers, [--] engagements


"BREAKING: Novo Nordisk stock +8% after Hims & Hers pulled copycat Wegovy pill over weekend following FDA/Novo legal action threats. Competition threat eliminated. $NVO $HIMS #Pharma #Legal #Breaking"  
[X Link](https://x.com/AShmueil/status/2020801469172031949)  2026-02-09T10:06Z [---] followers, [---] engagements


"BREAKING: GXO picked by BMW Group to run warehouse operations at Swindon plant (UK) handling parts logistics for MINI components feeding Oxford assembly/global sites. Major logistics contract. $GXO #Logistics #Auto #Breaking"  
[X Link](https://x.com/AShmueil/status/2020830021049549043)  2026-02-09T11:59Z [---] followers, [---] engagements


"BREAKING (Bloomberg): Notional short selling across single stocks last week biggest on record in Goldman Sachs data since [----]. Major short positioning. #Markets #Trading #Breaking"  
[X Link](https://x.com/AShmueil/status/2020844613821702220)  2026-02-09T12:57Z [---] followers, [--] engagements


"BREAKING: Q4 revenue $333.9M (beat $329.51M est) EPS $1.04 (beat $0.92 est). FY26 revenue $1.45-1.46B (miss $1.48B est). Mixed results. $MNDY #Software #Earnings #Breaking http://monday.com http://monday.com"  
[X Link](https://x.com/AShmueil/status/2020845024099860567)  2026-02-09T12:59Z [---] followers, [---] engagements


"BREAKING: White House NEC Hassett expects slightly lower job numbers ahead. Labor market messaging. #Employment #Policy #Breaking"  
[X Link](https://x.com/AShmueil/status/2020853890019631456)  2026-02-09T13:34Z [---] followers, [--] engagements


"BREAKING: Tom Lee's BitMine buys [-----] ETH worth $82M. Major Ethereum accumulation. $BMNR #Ethereum #Crypto #Breaking"  
[X Link](https://x.com/AShmueil/status/2020863981267587246)  2026-02-09T14:14Z [---] followers, [--] engagements


"BREAKING: Alphabet kicks off seven-part US dollar bond sale seeking $15B. Major capital raise. $GOOGL #CapMarkets #Bonds #Breaking"  
[X Link](https://x.com/AShmueil/status/2020876802864906578)  2026-02-09T15:05Z [---] followers, [--] engagements


"BREAKING (CNBC): Databricks completes $5B funding round at $134B valuation. Major unicorn milestone. #DataTech #Funding #Breaking"  
[X Link](https://x.com/AShmueil/status/2020878121021395128)  2026-02-09T15:11Z [---] followers, [--] engagements


"BREAKING (The Information): MrBeast's Beast Industries buying Step Gen Z banking/credit app. Targets teens building credit before traditional cards available. Social creator fintech expansion. #FinTech #Banking #Breaking"  
[X Link](https://x.com/AShmueil/status/2020923504896639217)  2026-02-09T18:11Z [---] followers, [--] engagements


"BREAKING (Business Insider): Meta Instagram internally testing prototype standalone app looking like Snapchat. Competitive app development. $META #SocialMedia #Tech #Breaking"  
[X Link](https://x.com/AShmueil/status/2020946747795832985)  2026-02-09T19:43Z [---] followers, [--] engagements


"BREAKING (CNBC): Target increasing in-store staffing investment for customer experience cutting [---] other roles in reshuffle. Workforce reallocation. $TGT #Retail #Employment #Breaking"  
[X Link](https://x.com/AShmueil/status/2020962420064481770)  2026-02-09T20:46Z [---] followers, [--] engagements


"BREAKING: Amkor Q4'25 net sales $1.89B (beat $1.84B est +16% YoY) EPS $0.69 (beat $0.44 est). FY capex $2.5-3.0B. Q1 net sales $1.60-1.70B (beat $1.54B est) EPS $0.18-0.28 (miss $0.24 est) gross margin 12.5-13.5% net income $45-70M. Advanced products $1.58B mainstream $308M top [--] customers 72%. Communications 49% computing 19% auto/industrial/other 18% consumer 14%. Net income $172M EBITDA $369M cash $1.99B. Gross margin 16.7% op income $185M (9.8% margin). Dividend +1%. Pivotal [----] record advanced/computing revenue accelerating strategic investments. $AMKR #Semiconductors #Earnings"  
[X Link](https://x.com/AShmueil/status/2020969264333627470)  2026-02-09T21:13Z [---] followers, [--] engagements


"BREAKING: MrBeast acquires fintech startup Step through Beast Industries. Step has 7M+ users offers savings/investing/credit-building for youth. Terms undisclosed. Beast Industries $5.2B valuation expand services for MrBeast 460M+ followers. Social creator fintech expansion. #FinTech #M&A #Breaking https://twitter.com/i/web/status/2020970232777670985 https://twitter.com/i/web/status/2020970232777670985"  
[X Link](https://x.com/AShmueil/status/2020970232777670985)  2026-02-09T21:17Z [---] followers, [--] engagements


"BREAKING (MoffettNathanson): Upgrades $SHOP to Buy from Neutral PT $150 from $122. Software stock wipeout created unusually attractive entry despite not traditional software. Shopify winner in AI commerce wars benefits from AI not threatened. Conversational commerce long-term opportunity management running toward it winning empirically. Direct commerce taking Amazon/marketplace share via conversational commerce. Google/OpenAI ecommerce protocols gaining steam. Shopify aggressive ecosystem embrace merchant acquisition tool driving big/small merchants. 15% above Street FY26 non-GAAP op income."  
[X Link](https://x.com/AShmueil/status/2020970581600915478)  2026-02-09T21:18Z [---] followers, [--] engagements


"BREAKING: Michael Burry warns Bitcoin at $50K could drag markets into "buyerless black hole." Further decline could cause miner bankruptcies. Bearish crypto call. #Bitcoin #Markets #Breaking"  
[X Link](https://x.com/AShmueil/status/2021044397929005449)  2026-02-10T02:11Z [---] followers, [---] engagements


"BREAKING (Raymond James): Upgrades $TTWO to Strong Buy from Outperform PT $285. Twin fears Google Project Genie/AI creation tools impact publishers overdone amid software selloff. Standing behind prior view at attractive risk/reward after strong F3Q26 fundamentals. World models complement not replace game engines. AI replacement worries misplacedhuman factors game creation. World models can't supplant engines in gameplay mechanics/multiplayer/user acquisition/distribution/monetization. $TTWO #Gaming #Analyst #Breaking https://twitter.com/i/web/status/2021157457691590859"  
[X Link](https://x.com/AShmueil/status/2021157457691590859)  2026-02-10T09:41Z [---] followers, [--] engagements


"BREAKING: BP halting $750M share buybacks pulling 30-40% operating cash flow shareholder return guidance. Shoring up balance sheet. Maintains $14-18B net debt target end [----]. Financial strategy shift. $BP #Energy #Finance #Breaking"  
[X Link](https://x.com/AShmueil/status/2021176967886737540)  2026-02-10T10:58Z [---] followers, [--] engagements


"Spotify $SPOT Q4 [----] Earnings SummaryKey Highlights:Revenue: [----] billion (beat estimates of [----] billion) ; +7% year-over-year Earnings Per Share: [----] (well above estimates of 2.85) Monthly Active Users (MAUs): [---] million (exceeded estimates of [------] million) ; +11% YoY Premium Subscribers: [---] million; +10% YoY Operating Income: [---] million; +47% YoY https://twitter.com/i/web/status/2021181717650796828 https://twitter.com/i/web/status/2021181717650796828"  
[X Link](https://x.com/AShmueil/status/2021181717650796828)  2026-02-10T11:17Z [---] followers, [---] engagements


"DuPont $DD Q4 [----] Earnings HighlightsKey Results Revenue: $1.7B (beat est. $1.69B) EPS: $0.46 (beat est. $0.43)"  
[X Link](https://x.com/AShmueil/status/2021182466019467458)  2026-02-10T11:20Z [---] followers, [--] engagements


"Needham Raises $AMKR Price Target to $65 (from $50) Maintains BuyAnalyst: Charles ShiKey Takeaways from the Note:Amkor delivered a beat-and-raise quarter with most metrics exceeding consensus. FY26 CapEx guidance: $2.5B$3.0B a record high in company history and well above Street expectations reflecting strong management confidence in multi-year advanced packaging demand. https://twitter.com/i/web/status/2021191217984213314 https://twitter.com/i/web/status/2021191217984213314"  
[X Link](https://x.com/AShmueil/status/2021191217984213314)  2026-02-10T11:55Z [---] followers, [--] engagements


"Alphabet $GOOGL Debut Sterling Bond Sale Attracts Record 24B in OrdersKey Details Landmark first-ever sterling (GBP) bond issuance by Alphabet. Includes a rare 100-year century bond the first such ultra-long tech debt since the dot-com era. Multi-tranche offering (maturities from short-term up to [---] years). Record-breaking demand: [--] billion in bids far exceeding prior sterling corporate bond benchmarks. https://twitter.com/i/web/status/2021194666624856420 https://twitter.com/i/web/status/2021194666624856420"  
[X Link](https://x.com/AShmueil/status/2021194666624856420)  2026-02-10T12:08Z [---] followers, [--] engagements


"CVS Health $CVS Q4 [----] Earnings HighlightsKey Results Revenue: $105.7B (beat est. $103.63B) ; +8.2% YoY Adjusted EPS: $1.09 (beat est. $1.00) Aetna: 95% of eligible prior authorizations approved within [--] hours Full-Year [----] Guidance Adjusted EPS: $7.00$7.20 (midpoint in-line with est. $7.17) GAAP EPS: $5.94$6.14 Cash Flow from Operations: $9.0B Q4 Financials Operating Income: $2.112B Adjusted Operating Income: $2.597B Net Income: $2.923B https://twitter.com/i/web/status/2021194902718058875 https://twitter.com/i/web/status/2021194902718058875"  
[X Link](https://x.com/AShmueil/status/2021194902718058875)  2026-02-10T12:09Z [---] followers, [--] engagements


"Datadog $DDOG Q4 [----] Earnings HighlightsQ4 Results Revenue: $953M (beat est. $917.01M) ; +29% YoY Adj. EPS: $0.59 (beat est. $0.55) $1M+ ARR Customers: [---] (vs. [---] YoY) FY [----] Guidance Revenue: $4.06B$4.10B (slightly below est. $4.11B) Adj. EPS: $2.08$2.16 (well below est. $2.41) Non-GAAP Operating Income: $840M$880M https://twitter.com/i/web/status/2021195511068291330 https://twitter.com/i/web/status/2021195511068291330"  
[X Link](https://x.com/AShmueil/status/2021195511068291330)  2026-02-10T12:12Z [---] followers, [--] engagements


"Morgan Stanley on $TSLA: Maintains Equalweight Highlights Solar UpsideKey Takeaways Reiterates Equalweight rating and $415 price target. Notes Teslas plans to add [---] GW of solar manufacturing capacity. Estimates Tesla Solar could contribute $20$50 billion in equity value to the Energy business. Views the investment as supportive of long-term growth and helpful in easing energy bottlenecks for Teslas broader ambitions though not transformative on a standalone basis. https://twitter.com/i/web/status/2021199995752317274 https://twitter.com/i/web/status/2021199995752317274"  
[X Link](https://x.com/AShmueil/status/2021199995752317274)  2026-02-10T12:30Z [---] followers, [--] engagements


"ECB President Christine Lagarde is pushing for a European-owned alternative to dominant U.S./Chinese payment systems like Mastercard Visa PayPal and Alipay to secure the E.U.'s "financial sovereignty". Citing "a march towards independence" Lagarde emphasized that the entire infrastructure for payments should not depend on foreign entities. https://twitter.com/i/web/status/2021201686522417596 https://twitter.com/i/web/status/2021201686522417596"  
[X Link](https://x.com/AShmueil/status/2021201686522417596)  2026-02-10T12:36Z [---] followers, [--] engagements


"$PSKY $WBD Paramount enhances its superior $30/share all-cash offer for WBD and provides an update on regulatory progress. 💰📺"  
[X Link](https://x.com/AShmueil/status/2021223984646201722)  2026-02-10T14:05Z [---] followers, [--] engagements


"📊 Kalshi says Super Bowl prediction markets trading volume neared $1 billion across contracts tied to Super Bowl LX including game outcome and halftime-show markets"  
[X Link](https://x.com/AShmueil/status/2021226179831718146)  2026-02-10T14:14Z [---] followers, [--] engagements


"Alphabet set to raise a record 4.5B from a pound bond sale. Its 100-year GBP bond drew the highest demand among tranches. $GOOGL 💷📊"  
[X Link](https://x.com/AShmueil/status/2021227961739858255)  2026-02-10T14:21Z [---] followers, [--] engagements


"🚨 $SPGI shares are tumbling after weak [----] guidance fuels investor fears"  
[X Link](https://x.com/AShmueil/status/2021240028739891542)  2026-02-10T15:09Z [---] followers, [--] engagements


"Interactive Brokers $IBKR expands its crypto futures offering through Coinbase Derivatives. Crypto access continues to broaden across traditional brokers. 📈"  
[X Link](https://x.com/AShmueil/status/2021246852725629098)  2026-02-10T15:36Z [---] followers, [--] engagements


"$PLTR secures a $1B 10-year extension with Airbus. High-visibility revenue and deep enterprise integration. 📊"  
[X Link](https://x.com/AShmueil/status/2021252317446615449)  2026-02-10T15:58Z [---] followers, [--] engagements


"$SCHW $MS Altruist launches AI tax planning in Hazel. Reads 1040s pay stubs & statements to generate strategies and run what-if scenarios without manual entry. Priced at $60/seat/month. 🤖📊"  
[X Link](https://x.com/AShmueil/status/2021265959286186268)  2026-02-10T16:52Z [---] followers, [---] engagements


"🚛 Electrek reports $TSLA quoting $290K for the 500-mile Tesla Semi Long Range.California HVIP lists $260K for standard-range $300K for long-range. Up 60% from 2017s $180K target"  
[X Link](https://x.com/AShmueil/status/2021282179104305403)  2026-02-10T17:56Z [---] followers, [--] engagements


"Bloomberg: Abu Dhabis MGX is in talks to invest hundreds of millions in Anthropics funding round. The round is now expected to raise $20B at a reported $350B valuation. 🤖💰"  
[X Link](https://x.com/AShmueil/status/2021303400877445508)  2026-02-10T19:20Z [---] followers, [--] engagements


"Upstart $UPST Q425 earnings: Revenue: $296.06M vs $288.45M est 🟢 (+35% YoY) EPS: $0.17 vs $0.46 est 🔴 Loans Originated: [------] (+86% YoY) Total Originations: $3.2B (+52% YoY) Adj. EBITDA: $63.7M vs $38.8M YoY FY Guide: Revenue $1.4B 🟢 Adj. EBITDA Margin 21%"  
[X Link](https://x.com/AShmueil/status/2021348683246338237)  2026-02-10T22:20Z [---] followers, [---] engagements


"Microsoft $MSFT: Customers will be able to run cloud workloads from the Saudi Arabia East datacenter region starting Q4 [----]. Part of its long-term partnership with Saudi Arabia"  
[X Link](https://x.com/AShmueil/status/2021466505699860638)  2026-02-11T06:09Z [---] followers, [--] engagements


"$NVDA x Samsung AI factory for semiconductor manufacturing 🦾 Autonomous fabs at scale"  
[X Link](https://x.com/AShmueil/status/2021467533875065241)  2026-02-11T06:13Z [---] followers, [--] engagements


"Vertiv $VRT Q425 earnings: Revenue: $2.88B vs $2.89B 🟡 (+23% YoY) EPS: $1.14 vs $1.30 🟡 Backlog: $15B (+109% YoY) Organic Orders: +252% YoY (Book-to-bill 2.9x) Adj. FCF: $910M (+151% YoY) FY Guide raised above estimates 🟢"  
[X Link](https://x.com/AShmueil/status/2021542136315810105)  2026-02-11T11:09Z [---] followers, [--] engagements


"🏦 Feds Christopher Schmid: Rate cuts could prolong inflation Current rates not materially slowing the economy Inflation near 3% justifies restrictive policy Fed remains focused on 2% target"  
[X Link](https://x.com/AShmueil/status/2021607412025676213)  2026-02-11T15:29Z [---] followers, [--] engagements


"🚨 JUST IN: Telegram + Bitcoin Telegram now lets 100M users send #Bitcoin directly to its crypto wallet via MoonPay 🚀 #Crypto #BTC #MoonPay #Blockchain #FinTech #Telegram #CryptoAdoption"  
[X Link](https://x.com/AShmueil/status/2021682966447960563)  2026-02-11T20:29Z [---] followers, [--] engagements


"BREAKING (Wells Fargo): Raises $ALGM PT to $45 from $40. Positive beat/raiseauto recovery signs design win pipeline accelerating data center. F3Q26 DC revenue +31% q/q to record (10% total). Gate drivers in 18-24 months design-in phase. Design wins in steer-by-wire motor drivers humanoid robots. March quarter GM% guide 49-51% positive. Better price environment vs [----] mix benefits F4Q26. Analyst Day 2/18. $ALGM #Semiconductors #Analyst #Breaking https://twitter.com/i/web/status/2016971558867403106 https://twitter.com/i/web/status/2016971558867403106"  
[X Link](https://x.com/AShmueil/status/2016971558867403106)  2026-01-29T20:27Z [---] followers, [--] engagements


"BREAKING: Patria Investments acquiring WP Global Partners for $1.8B adding $1.8B fee-earning AUM. Patria Global Private Markets Solutions fee-earning AUM to top $13.3B (Q3'25). Deal accretive to earnings year one. $PAX #AssetManagement #M&A #Breaking"  
[X Link](https://x.com/AShmueil/status/2018262419605168341)  2026-02-02T09:57Z [---] followers, [--] engagements


"BREAKING (WSJ): Devon Energy and Coterra Energy announce merger in $58B all-stock deal. Coterra shareholders receive [---] Devon shares per Coterra share. Major energy consolidation. $DVN $CTRA #Energy #M&A #Breaking"  
[X Link](https://x.com/AShmueil/status/2018304735309131886)  2026-02-02T12:45Z [---] followers, [--] engagements


"BREAKING (BofA): Upgrades $ELS to Buy from Neutral PT $76 from $74. Stable Manufactured Home/Annual RV revenue primary growth driver yet valuation reflects Seasonal/Transient RV concerns (9% [----] operating revenue). RV midpoint guidance -$4M revenue headwind YoY. ELS history expense discipline cost flexibility protects margins vs RV shortfalls. $ELS #RealEstate #Analyst #Breaking https://twitter.com/i/web/status/2018650549600543085 https://twitter.com/i/web/status/2018650549600543085"  
[X Link](https://x.com/AShmueil/status/2018650549600543085)  2026-02-03T11:39Z [---] followers, [--] engagements


"BREAKING (Baird): SpaceX-xAI merger lowers Tesla merger odds. Analyst Ben Kallo says integration work ahead reduces chances Tesla merger soon. Growing Musk company scale still benefits Tesla either way. $TSLA $SPACEX $xAI #M&A #Breaking"  
[X Link](https://x.com/AShmueil/status/2018692146597884124)  2026-02-03T14:24Z [---] followers, [--] engagements


"BREAKING: Trump completes "excellent" phone call with Xi Jinping. Discussed trade military April China trip Taiwan Russia/Ukraine Iran US oil/gas purchases China ag commitments (soybeans 20M tons current/25M next season) plane engines. "Extremely good" relationship. Expects positive results next three years. #Geopolitics #Trade #Breaking https://twitter.com/i/web/status/2019076971976610109 https://twitter.com/i/web/status/2019076971976610109"  
[X Link](https://x.com/AShmueil/status/2019076971976610109)  2026-02-04T15:53Z [---] followers, [--] engagements


"BREAKING: HII Q4'25 revenue $3.50B (beat $3.09B est +15.7% YoY) EPS $4.04 (beat $3.83 est +28.3% YoY) op income $172M (+56.4% YoY) op margin 4.9% vs 3.7% FY25 FCF $800M vs $40M. Strong defense contractor results. $HII #Defense #Earnings #Breaking"  
[X Link](https://x.com/AShmueil/status/2019387704509976968)  2026-02-05T12:28Z [---] followers, [---] engagements


"BREAKING: Citi reiterates buy on $MSTR (MicroStrategy) PT $325. $1.75T banking giant backs Bitcoin treasury company. $MSTR #Bitcoin #Banking #Breaking"  
[X Link](https://x.com/AShmueil/status/2020811387534975446)  2026-02-09T10:45Z [---] followers, [--] engagements


"BREAKING: Waters Q4 revenue $932M (beat $928.09M est) EPS $4.53 (beat $4.51 est). FY26 revenue $3.355-3.405B (beat $3.366B est) EPS $14.30-14.50 (beat $14.32 est). Q1 revenue $1.198-1.211B (beat $0.712B est) EPS $2.25-2.35 (miss $2.51 est). Strong FY mixed Q1. $WAT #Analytical #Earnings #Breaking https://twitter.com/i/web/status/2020830935621456196 https://twitter.com/i/web/status/2020830935621456196"  
[X Link](https://x.com/AShmueil/status/2020830935621456196)  2026-02-09T12:03Z [---] followers, [--] engagements


"BREAKING: Michael Saylor/Strategy bought [----] BTC past week at $78815/BTC avg. Total holdings [------] BTC at $76056/BTC avg cost. 3.4% of all Bitcoin ever. Major accumulation. $MSTR #Bitcoin #Crypto #Breaking"  
[X Link](https://x.com/AShmueil/status/2020849528048345474)  2026-02-09T13:17Z [---] followers, [--] engagements


"BREAKING: Calpine signed 380MW power deal with CyrusOne for new Texas data center next to Freestone Energy Center exclusive Phase [--] another 380MW. Total agreements 1100+MW for CyrusOne Texas data centers. Major energy-data center partnership. $CEG #Energy #DataCenters #Breaking https://twitter.com/i/web/status/2020850224957161736 https://twitter.com/i/web/status/2020850224957161736"  
[X Link](https://x.com/AShmueil/status/2020850224957161736)  2026-02-09T13:20Z [---] followers, [--] engagements


"BREAKING: Workday co-founder Aneel Bhusri returning as CEO effective immediately replacing Carl Eschenbach (stepping down/leaving board staying strategic advisor). Reaffirms FY26 outlook reports Feb [--]. Leadership change. $WDAY #Software #Leadership #Breaking"  
[X Link](https://x.com/AShmueil/status/2020861475569418264)  2026-02-09T14:04Z [---] followers, [---] engagements


"BREAKING: Infineon priced 2B debt offering750M 5Y fixed +58bps 750M 8Y fixed +80bps 500M 11Y fixed +93bps. Major capital raise. $IFX #CapMarkets #Bonds #Breaking"  
[X Link](https://x.com/AShmueil/status/2020905671084945677)  2026-02-09T17:00Z [---] followers, [--] engagements


"BREAKING: Coinbase reports Thursday. Polymarket beat odds surging. EPS est $1.01 revenue $1.85B implied ER move 9%. Major crypto earnings. $COIN #Crypto #Earnings #Breaking"  
[X Link](https://x.com/AShmueil/status/2020909252060062011)  2026-02-09T17:14Z [---] followers, [--] engagements


"BREAKING: ON Q4'25 revenue $1.53B (on est) adj EPS $0.64 (beat $0.62 est) adj gross margin 38.2% adj op margin 19.8%. Q1 revenue $1.435-1.535B (near $1.51B est) adj EPS $0.56-0.66 (near $0.62 est) non-GAAP GM 37.5-39.5%. FY25 FCF $1.4B (record 24% margin) op cash flow $1.8B revenue $5.995B. Buybacks $1.4B (returned 100% FCF) new $6B repurchase authorization [--] years. Key market stabilization signs disciplined execution. $ON #Athletic #Earnings #Breaking https://twitter.com/i/web/status/2020972271452516406 https://twitter.com/i/web/status/2020972271452516406"  
[X Link](https://x.com/AShmueil/status/2020972271452516406)  2026-02-09T21:25Z [---] followers, [--] engagements


"BREAKING (Bloomberg): Bain Capital offering Coherent shares at $237.50-240 each. Potential exit/secondary. $COHR #M&A #CapMarkets #Breaking"  
[X Link](https://x.com/AShmueil/status/2021043852090671241)  2026-02-10T02:09Z [---] followers, [--] engagements


"BREAKING: Louisiana State Employees Fund reports $3.2M MicroStrategy position. Institutional Bitcoin exposure via $MSTR continues growing. Major pension Bitcoin allocation. $MSTR #Bitcoin #Institutional #Breaking"  
[X Link](https://x.com/AShmueil/status/2021164174319960123)  2026-02-10T10:07Z [---] followers, [--] engagements


"Oscar Health $OSCR Q4 [----] Earnings HighlightsQ4 Results Revenue: $2.81B (missed est. $3.11B) EPS: ($1.24) (missed est. ($0.89))"  
[X Link](https://x.com/AShmueil/status/2021183225851154639)  2026-02-10T11:23Z [---] followers, [---] engagements


"Oppenheimer upgraded Unity Software $U to Outperform from Perform with a $38 price target citing resilience against AI-related fears and expecting the stock to recover from recent declines. Analyst Martin Yang views AI "world models" as tools that will feed into rather than replace Unitys engine dismissing fears as "fundamentally misplaced". https://twitter.com/i/web/status/2021200829525409983 https://twitter.com/i/web/status/2021200829525409983"  
[X Link](https://x.com/AShmueil/status/2021200829525409983)  2026-02-10T12:33Z [---] followers, [---] engagements


"🚀 APH just crushed earnings expectations 📈 The IT Datacom segment is on FIRE delivering the momentum investors needed. This is why we're watching $APH closelycable connectors connecting to profits 💰 #EarningsBeats #TechStocks #Amphenol"  
[X Link](https://x.com/AShmueil/status/2021225068039152102)  2026-02-10T14:09Z [---] followers, [--] engagements


"🚀 Cooper Companies (COO) riding the wave Multiple tailwinds are pushing this stock higherperfect storm of positive catalysts brewing. Are you watching this one 👀 $COO #StockMarket #MomentumPlay #EyeOnThis"  
[X Link](https://x.com/AShmueil/status/2021231094440280571)  2026-02-10T14:33Z [---] followers, [--] engagements


"Morgan Stanley Wealth head Jed Finn: AI will enhance the quality of wealth-management advice not replace advisors. $MS 🤖📈"  
[X Link](https://x.com/AShmueil/status/2021326792775057529)  2026-02-10T20:53Z [---] followers, [--] engagements


"Amazon $AMZN disclosed new positions in $BETA and exited $SMRT $OWLT $VITL. Latest SEC filing highlights portfolio adjustments. 📄"  
[X Link](https://x.com/AShmueil/status/2021336000740634776)  2026-02-10T21:30Z [---] followers, [---] engagements


"Mattel $MAT Q425 earnings: Revenue: $1.77B vs $1.85B est 🔴 (+7% YoY) Adj. EPS: $0.39 vs $0.54 est 🔴 Adj. Gross Margin: 46% (-480bps YoY) New $1.5B Buyback authorized FY Guide: misses EPS expectations growth modest"  
[X Link](https://x.com/AShmueil/status/2021336582171787448)  2026-02-10T21:32Z [---] followers, [---] engagements


"GXO $GXO Q4 earnings: Revenue: $3.5B vs $3.48B est 🟢 EPS: $0.87 vs $0.83 est 🟢 FY Guide: EPS $2.85$3.15 vs $3.00 est 🟡"  
[X Link](https://x.com/AShmueil/status/2021337578591719717)  2026-02-10T21:36Z [---] followers, [---] engagements


"Robinhood $HOOD CEO Vlad Tenev: "I think private markets could become even bigger than prediction markets." 💬"  
[X Link](https://x.com/AShmueil/status/2021356228065231225)  2026-02-10T22:50Z [---] followers, [---] engagements


"🚨 Moderna $MRNA received an FDA refusal-to-file for its mRNA flu shot mRNA-1010. Issue cited: Phase [--] comparator choice not safety or efficacy. Filing accepted in EU Canada & Australia; [----] guidance unchanged"  
[X Link](https://x.com/AShmueil/status/2021365730218840073)  2026-02-10T23:28Z [---] followers, [--] engagements


"🚨 MicroStrategy $MSTR is now down $4.5B on its $54B Bitcoin investment. Unrealized loss reflects recent $BTC price volatility"  
[X Link](https://x.com/AShmueil/status/2021486268211921121)  2026-02-11T07:27Z [---] followers, [--] engagements


"BREAKING: White House crypto/banking industry gathering "productive" but no compromise reachedEleanor Terrett. Regulatory talks ongoing. #Crypto #Finance #Breaking"  
[X Link](https://x.com/AShmueil/status/2021527360353579268)  2026-02-11T10:10Z [---] followers, [--] engagements


"🟢 Goldman Sachs initiates $UUUU with Buy PT $30 Analyst Brian Lee highlights: USs highest-grade uranium deposit White Mesa Mill: only US facility processing uranium & rare earths Portfolio of heavy mineral sands assets supporting rare earth production expansion"  
[X Link](https://x.com/AShmueil/status/2021539462388359605)  2026-02-11T10:59Z [---] followers, [--] engagements


"BREAKING: Shopify Q4'25 revenue $3.67B (beat $3.59B est +31% YoY) EPS $0.57 (beat $0.51 est) GMV $123.841B (+31% YoY) FCF $715M (19% margin). Q1 revenue growth low-30s% YoY (similar Q4) gross profit high-20s% YoY opex 37-38% revenue stock-based comp $140M FCF margin low-mid teens. $2B buyback authorization (eff Feb [--] 5% Class A no expiration). [----] full throttle compounding growth AI commerce rails. Q1 low-30s growth expected. $SHOP #Ecommerce #Earnings #Breaking https://twitter.com/i/web/status/2021559826124279974 https://twitter.com/i/web/status/2021559826124279974"  
[X Link](https://x.com/AShmueil/status/2021559826124279974)  2026-02-11T12:19Z [---] followers, [--] engagements


"BREAKING: Goldman Sachs revealed bought $300M worth of MicroStrategy. Big banks buying Bitcoin dip. Major institutional signal. $GS $MSTR #Bitcoin #Banking #Breaking"  
[X Link](https://x.com/AShmueil/status/2021560020207644680)  2026-02-11T12:20Z [---] followers, [--] engagements


"BREAKING (Jefferies): Upgrades $BETA to Buy from Hold PT $30. Eve Air Mobility Investor Daypusher motors on display after 10-yr $1B contract end-2025. Incremental catalysts eVTOL landscape support shares post risk-off trading. March DoT/FAA eVTOL Integration Pilot Program awards key scaling enabler via state/local partnerships. EVEX flight test late-2025 powered by BETA pusher motors certification track 1H26 for-credit testing. $BETA #Aviation #Analyst #Breaking https://twitter.com/i/web/status/2021575188790329668 https://twitter.com/i/web/status/2021575188790329668"  
[X Link](https://x.com/AShmueil/status/2021575188790329668)  2026-02-11T13:20Z [---] followers, [--] engagements


"BREAKING (JPMorgan): Downgrades $MAT to Underweight from Neutral PT $14 from $23. Barbie struggling (down 11% [----] after 12% 2024) smaller decline expected [----] before [----] growth. "Investment year" concerning$110M digital games $40M performance marketing restart innovation engine for high-margin digital [----] (Mattel163 JV acquisition). Inventory clearing tough content comps (Moana [--] Wicked [--] Minecraft Jurassic) before mid-year pickup (Toy Story [--] Masters Universe movie Supergirl Matchbox). Tax stimulus bullish consumer/toy sector but back-half critical exaggerating headwinds. 7x EV/EBITDA"  
[X Link](https://x.com/AShmueil/status/2021578900120244555)  2026-02-11T13:35Z [---] followers, [--] engagements


"BREAKING (Barclays): Raises $NET PT to $250 from $235 Overweight. RPO beat33% YoY growth largest annual contract value deal ever (2-yr application services/Workers) pay-offs 20% Q4 ACV/mid-teens FY25. FY26 guide implies 28-29% topline growth pay-off ramp margins down YoY from sales capacity investments (conservative start). NET positioned consistent high-20s grower (increasingly rare software) growing internet traffic AI inferencing valuable agentic real estate = clear AI winner. $NET #Cybersecurity #Analyst #Breaking https://twitter.com/i/web/status/2021582361872171511"  
[X Link](https://x.com/AShmueil/status/2021582361872171511)  2026-02-11T13:49Z [---] followers, [--] engagements


"BREAKING: One Stop Systems landed initial order from autonomous construction/mining equipment maker for Gen5 ruggedized liquid-cooled short-depth server. Expects $2M orders [----] 5-yr pipeline $10-15M. Major equipment OEM deal. $OSS #Hardware #Autonomous #Breaking"  
[X Link](https://x.com/AShmueil/status/2021582516138770538)  2026-02-11T13:50Z [---] followers, [---] engagements


"BREAKING (Bloomberg TV): Nike CEO Elliott Hill says turnaround showing in wholesale with North America momentum rebuilding partner relationships globally as new footwear/apparel launches ramp. Turnaround momentum. $NKE #Retail #Earnings #Breaking"  
[X Link](https://x.com/AShmueil/status/2021582627652702241)  2026-02-11T13:50Z [---] followers, [--] engagements


"BREAKING: AllianceBernstein ($867B AUM) reiterates buy on $MSTR PT $450. Major asset manager Bitcoin allocation confidence. $MSTR #Bitcoin #AssetManagement #Breaking"  
[X Link](https://x.com/AShmueil/status/2021587637123821875)  2026-02-11T14:10Z [---] followers, [--] engagements


"💼 Bill Ackmans Pershing Square: New stakes: $AMZN $HTZ $META Sold: $CMG $NKE"  
[X Link](https://x.com/AShmueil/status/2021617415382331574)  2026-02-11T16:08Z [---] followers, [---] engagements


"🚀 NOV Inc Stock Alert Analyst eyes on $NOV as the energy sector heats up ⚡ Is this the play investors have been waiting for What's your move on this one #EnergyStocks #StockMarket #InvestingIdeas"  
[X Link](https://x.com/AShmueil/status/2021623924337852640)  2026-02-11T16:34Z [---] followers, [--] engagements


"BREAKING: CME considering launching rare earths futures contractpotentially first of its kind. Major commodity derivatives expansion. $CME #Commodities #Trading #Breaking"  
[X Link](https://x.com/AShmueil/status/2021639216980275427)  2026-02-11T17:35Z [---] followers, [--] engagements


"🚨 EY Flags Metas Data-Center Accounting as High Risk Metas auditor EY labeled its $27B data-center transaction with Blue Owl a Critical Audit Matter (CAM) meaning the accounting required significant judgment and carries elevated risk of misstatement. Importantly: ✔ EY approved the accounting treatment ⚠ But flagged it as high complexity and sensitive to interpretation #META #Accounting #AIInfrastructure #DataCenters #BlueOwl #USGAAP #Audit #BigTech #Investing https://twitter.com/i/web/status/2021640816536535089 https://twitter.com/i/web/status/2021640816536535089"  
[X Link](https://x.com/AShmueil/status/2021640816536535089)  2026-02-11T17:41Z [---] followers, [--] engagements


"🚨 WSJ: $META Data-Center JV Flagged as Critical Audit Matter Structure recap: Project: Hyperion data center ($27B) Structure: JV with Blue Owl Ownership: Meta 20% / Blue Owl 80% Accounting position: Meta says it is not the primary beneficiary of the VIE so it does not consolidate the assets or related debt. Auditor (EY): Approved treatment but flagged it as a Critical Audit Matter (CAM) high judgment elevated risk area. https://twitter.com/i/web/status/2021645106638467527 https://twitter.com/i/web/status/2021645106638467527"  
[X Link](https://x.com/AShmueil/status/2021645106638467527)  2026-02-11T17:58Z [---] followers, [--] engagements


"BREAKING (CNBC): Novo Nordisk aiming capture 15M new patients when Medicare starts covering weight loss drugs. Major market expansion opportunity. $NVO #Pharma #Medicare #Breaking"  
[X Link](https://x.com/AShmueil/status/2021658238119522337)  2026-02-11T18:50Z [---] followers, [--] engagements


"BREAKING (WSJ): Pentagon told second aircraft carrier strike group ready deploy Middle East as Trump ramps Iran nuclear pressure. No final order yet but could come quickly join USS Abraham Lincoln. Major military buildup signal. #MiddleEast #Military #Breaking"  
[X Link](https://x.com/AShmueil/status/2021664332988526822)  2026-02-11T19:15Z [---] followers, [---] engagements


"🚨 Elon Musk on xAI xAI war reorganized a few days ago to improve speed of education This unfortunately required parting ways with some people We are hiring aggressively. #ElonMusk #xAI #AI #TechNews #Hiring #Startup #Innovation"  
[X Link](https://x.com/AShmueil/status/2021678749813477745)  2026-02-11T20:12Z [---] followers, [--] engagements


"🚨 ASML $ASML EUV Update Our extreme ultraviolet (EUV) lithography systems print features just [--] nm wide orders of magnitude smaller than letters in even the densest books"  
[X Link](https://x.com/AShmueil/status/2021679089959243779)  2026-02-11T20:13Z [---] followers, [--] engagements


"🚨 Apple $AAPL Siri Update Delayed Apple continues to face issues with its long-delayed Siri overhaul. New features may now slip to later in [----] rolling out across iOS [----] and iOS [--]. (Bloomberg)#Apple #AAPL #Siri #iOS #AI #TechNews #VirtualAssistant #Bloomberg"  
[X Link](https://x.com/AShmueil/status/2021685995561783694)  2026-02-11T20:41Z [---] followers, [--] engagements


"🚨 BREAKING: JPMorgan $GME Call Options JPMorgan disclosed over $7M worth of GameStop ($GME) call options 🚀"  
[X Link](https://x.com/AShmueil/status/2021688530037010928)  2026-02-11T20:51Z [---] followers, [---] engagements


"🚨 McDonalds $MCD Q4 [----] Earnings Revenue: $7.01B (beat $6.83B) Adj. EPS: $3.12 (beat $3.04) Global Comparable Sales: +5.7% (beat +3.76%) US Comparable Sales: +6.8% (beat +5.05%)"  
[X Link](https://x.com/AShmueil/status/2021692295590855028)  2026-02-11T21:06Z [---] followers, [--] engagements


"🚨 AppLovin $APP Q4 [----] Earnings Highlights 🔹 Financial Results Revenue: $1.66B (beat $1.61B) 🟡; +66% YoY EPS: $3.24 (beat $2.96) 🟢 Adj. EBITDA: $1.399B (beat $1.3B) 🟡; +82% YoY Net Income: $1.102B (+84% YoY) Free Cash Flow: $1.31B 🔹 Q1 [----] Guidance Revenue: $1.745B$1.775B (Est. $1.7B) 🟡 Adj. EBITDA: $1.465B$1.495B (Est. $1.4B) 🟡 Adj. EBITDA Margin: 84% 🔹 Capital Return Q4 Buybacks: 0.8M shares for $481.7M FY25 Buybacks: 6.4M shares for $2.58B Shares Outstanding: 338M (Class A + B; end of Q4) https://twitter.com/i/web/status/2021693894828703831"  
[X Link](https://x.com/AShmueil/status/2021693894828703831)  2026-02-11T21:12Z [---] followers, [---] engagements


"🚨 Motorola Solutions $MSI Q4 [----] Earnings 🔹 Financial Results Net Sales: $3.38B (beat $3.35B) Adj. EPS: $4.59 (beat $4.35) 🔹 Q1 [----] Guidance Revenue Growth: +6% to +7% YoY Adj. EPS: $3.20$3.25 (Est. $3.28)"  
[X Link](https://x.com/AShmueil/status/2021694540193611954)  2026-02-11T21:15Z [---] followers, [--] engagements


"🚨 Cisco $CSCO Q2 [----] Earnings Highlights 🔹 Q226 Results Revenue: $15.3B (beat $15.11B) 🟢; +10% YoY Adj. EPS: $1.04 (beat $1.02) 🟢 Product Orders: +18% YoY (Networking +20% YoY) AI Infrastructure Orders (Hyperscalers): $2.1B 🔹 Q3 [----] Guidance Revenue: $15.4B$15.6B (Est. $15.21B) 🟢 Adj. EPS: $1.02$1.04 (Est. $1.03) 🟡 🔹 FY26 Guidance (Raised) Revenue: $61.2B$61.7B (Est. $60.77B) 🟢 Adj. EPS: $4.13$4.17 (Est. $4.13) 🟡 Networking & AI demand strong with hyperscaler spend driving growth https://twitter.com/i/web/status/2021696450556764343"  
[X Link](https://x.com/AShmueil/status/2021696450556764343)  2026-02-11T21:22Z [---] followers, [---] engagements


"🚨 HubSpot $HUBS Q4 [----] Earnings Highlights 🔹 Q425 Results Revenue: $846.7M (beat $830.61M) 🟢; +20% YoY Adj. EPS: $3.10 (beat $2.99) 🟢 Subscription Revenue: $829.0M (+21% YoY) Customers: [------] (+16% YoY) Non-GAAP Operating Margin: 22.6% Calculated Billings: $971.4M (+27% YoY) Cash + Investments: $1.8B Non-GAAP Free Cash Flow: $209.4M (Q4); $594.9M (FY25) 🔹 FY [----] Guidance Revenue: $3.69B$3.70B (Est. $3.61B) 🟢 Adj. EPS: $12.38$12.46 (Est. $11.46) 🟢 Non-GAAP Operating Income: $736M$740M (20% margin) 🔹 Q1 [----] Guidance Revenue: $862.0M$863.0M (+21% YoY) Adj. EPS: $2.46$2.48 Non-GAAP"  
[X Link](https://x.com/AShmueil/status/2021698371245715511)  2026-02-11T21:30Z [---] followers, [---] engagements


"🚨 Cognex $CGNX Q4 [----] Earnings Highlights 🔹 Q425 Results Revenue: $252M (beat $238.98M) 🟢 EPS: $0.27 (beat $0.22) 🟢 🔹 Q1 [----] Guidance Revenue: $235M$255M (Est. $228.8M) 🟢 EPS: $0.22$0.26 (Est. $0.19) 🟢"  
[X Link](https://x.com/AShmueil/status/2021701228263051506)  2026-02-11T21:41Z [---] followers, [--] engagements


"🚀 Market movers alert $AMP $CMCSA $FISV $ODFL $HLT & $GFS are making waves today. Which one's on your watchlist 👀 #StockMarket #TradingDay #FinanceTwitter"  
[X Link](https://x.com/AShmueil/status/2021953509969867137)  2026-02-12T14:24Z [---] followers, [---] engagements


"BREAKING: Coinbase earnings missEPS -$2.49 vs $0.96 est revenue $1.78B vs $1.83B est. Major earnings disappointment. $COIN #Crypto #Earnings #Breaking"  
[X Link](https://x.com/AShmueil/status/2022068857339609268)  2026-02-12T22:02Z [---] followers, [---] engagements


"BREAKING: Coinbase increased Bitcoin holdings by $39M driven by weekly purchases for crypto investment portfolio. Company Bitcoin accumulation. $COIN #Bitcoin #Crypto #Breaking"  
[X Link](https://x.com/AShmueil/status/2022070027521077583)  2026-02-12T22:07Z [---] followers, [---] engagements


"TODAY'S KEY EVENTS (EST): 7:00am MBA Mortgage Apps 8:15am ADP Employment 10:00am ISM Services PMI 12:00pm Fed Barkin 6:30pm Fed Cook. PRE-MARKET: $BG $GEHC $CTSH $COR $LLY $BAM $AVY $EVR $UBER $JCI $SLGN $CME $CDW $ODFL $PSX $TROW $YUM $EFX $ABBV. AFTER-HOURS: $GOOGL $PTC $QCOM $FORM $ARM $CCK $FLNC $LTRX $TENB $ELF $COHR $AMSC $CB $CLX $MCK $SNAP $MOD $CCI $ENS $MET $ORLY $WEX $NOV $ALL. Massive earnings day. 📊 #Markets #Earnings #Breaking https://twitter.com/i/web/status/2018993162438459825 https://twitter.com/i/web/status/2018993162438459825"  
[X Link](https://x.com/AShmueil/status/2018993162438459825)  2026-02-04T10:20Z [---] followers, [---] engagements


"BREAKING: Bernstein reiterates $150K Bitcoin price target for [----]. "What we experiencing weakest bitcoin bear case in history." Major bullish call. #Bitcoin #Crypto #Breaking"  
[X Link](https://x.com/AShmueil/status/2020823700338352524)  2026-02-09T11:34Z [---] followers, [--] engagements


"Needham on $CROX: "Stock Looks Inexpensive But Q4 EPS Probably Isn't The Catalyst For A Re-Rating"Key Takeaways:$CROX trades at just 7x consensus FY26 EPS one of the cheapest names in Needham's coverage. Current valuation appears to overly penalize the stock for recent P&L volatility. https://twitter.com/i/web/status/2021191414395154518 https://twitter.com/i/web/status/2021191414395154518"  
[X Link](https://x.com/AShmueil/status/2021191414395154518)  2026-02-10T11:55Z [---] followers, [---] engagements


"🔥 BitMine $BMNR staked [------] ETH ($282M). Total staked: 2.97M ETH ($6.01B) 69% of total holdings now staked"  
[X Link](https://x.com/AShmueil/status/2021466786978463843)  2026-02-11T06:10Z [---] followers, [--] engagements


"🔹 Bloomberg: Baker Hughes $BKR is exploring a sale of its Waygate unit that could be worth around $1.5B. The process may kick off in the next few months with advisers engaged"  
[X Link](https://x.com/AShmueil/status/2021638144005710275)  2026-02-11T17:31Z [---] followers, [--] engagements


"🚨 Equinix $EQIX Q4 [----] Earnings Highlights 🔹 Q4 [----] Results Revenue: $2.42B (Est. $2.46B) 🟡 EPS: $2.69 (Est. $3.71) Q4 MRR: +10% YoY cc Annualized Gross Bookings: $474M (+42% YoY) Interconnections: 500000+ globally 🔹 Q1 [----] Guidance Revenue: $2.496B$2.536B (Est. $2.472B) 🟢 Adj. EBITDA: $1.283B$1.323B Recurring Capex: $28M$48M 🔹 FY [----] Guidance Revenue: $10.123B$10.223B (Est. $10.085B) 🟢 Adj. EBITDA: $5.141B$5.221B (51% margin) AFFO per Share: $41.93$42.74 Expected Cash Dividends: $2036M 🔹 FY [----] Metrics Revenue: $9.217B (+5% YoY) AFFO per Share: $38.33 (+9% YoY) Annualized Gross"  
[X Link](https://x.com/AShmueil/status/2021695213215838416)  2026-02-11T21:17Z [---] followers, [--] engagements


"🚨 Schroders Agrees 9.9B Takeover by Nuveen FT 🔹 Headline UK asset manager Schroders reportedly agreed to a 9.9B takeover by U.S.-based Nuveen according to the Financial Times. #Schroders #Nuveen #M&A #AssetManagement #Finance #BreakingNews"  
[X Link](https://x.com/AShmueil/status/2021863894315147361)  2026-02-12T08:28Z [---] followers, [--] engagements


"🚨 EssilorLuxottica: 7M+ $META AI Glasses Sold in [----] 🔹 AI Glasses Momentum 7M+ units sold in [----] More than 3x prior levels Up from 2M units total across [--------] combined Driven by Ray-Ban Meta and Oakley Meta This marks a major inflection in consumer AI wearables adoption. https://twitter.com/i/web/status/2021865503162048724 https://twitter.com/i/web/status/2021865503162048724"  
[X Link](https://x.com/AShmueil/status/2021865503162048724)  2026-02-12T08:34Z [---] followers, [--] engagements


"🚨 Mercedes-Benz Cuts [----] Outlook Dividend 🔹 [----] Profit Outlook (Below Expectations) Cars Adjusted ROS: 3%5% Street Estimate: 5.79% Guidance materially below consensus Company cites: Tariff pressure Weaker China demand #Mercedes #Autos #China #Tariffs #Earnings #Stocks"  
[X Link](https://x.com/AShmueil/status/2021874822192546141)  2026-02-12T09:11Z [---] followers, [--] engagements


"🚨 SoftBank Q4 Earnings & OpenAI Update 🔹 Q4 Results (Dec Quarter) Net Profit: 248.6B ✅ (swung from prior losses) Driver: Valuation gains on OpenAI stake #SoftBank #OpenAI #AIInvesting #TechStocks #Earnings #NAV"  
[X Link](https://x.com/AShmueil/status/2021891219744342073)  2026-02-12T10:16Z [---] followers, [--] engagements


"📱 Apple $AAPL Gains Market Share in China iPhone sales: +8% YoY in January China smartphone market: -23% YoY overall Market share: 20% (tied with Huawei) Driver: iPhone [--] models qualifying for subsidies +9% MoM sales jump #Apple #AAPL #iPhone #ChinaMarket #Smartphones #TechStocks #iPhone17 https://twitter.com/i/web/status/2021891617909510641 https://twitter.com/i/web/status/2021891617909510641"  
[X Link](https://x.com/AShmueil/status/2021891617909510641)  2026-02-12T10:18Z [---] followers, [--] engagements


"💊 Sanofi $SNY CEO Change Outgoing CEO: Paul Hudson Incoming CEO: Beln Garijo (from Merck KGaA) Reason: R&D setbacks and pressure to secure a successor to Dupixent ahead of patent expiration.#Sanofi #SNY #Pharma #LeadershipChange #Biotech #Dupixent #HealthcareStocks"  
[X Link](https://x.com/AShmueil/status/2021892065173352572)  2026-02-12T10:20Z [---] followers, [---] engagements


"BREAKING: Applied Materials settled with Commerce Dept BIS over alleged export control violations to China (Nov 2020-July 2022) agreeing pay $252.5M. Major compliance settlement. $AMAT #Semiconductors #Regulatory #Breaking"  
[X Link](https://x.com/AShmueil/status/2021907604092629298)  2026-02-12T11:21Z [---] followers, [--] engagements


"🚨 IDF Reservist & Civilian Charged in Insider Trading Case Incident: Classified information used to place bets on Israels Iran attack timing in June [----]. Platform: Polymarket Profit: $154000 from insider trading Significance: First known case leading to jail time for prediction market insider trading. #Israel #IDF #InsiderTrading #Polymarket #PredictionMarkets #Justice #SecurityBreach #FinancialCrime https://twitter.com/i/web/status/2021918454693990770 https://twitter.com/i/web/status/2021918454693990770"  
[X Link](https://x.com/AShmueil/status/2021918454693990770)  2026-02-12T12:04Z [---] followers, [--] engagements


"BREAKING: Nabla Systems Q4'25 revenue $227M (miss $242.8M est) EPS -$0.68 (miss -$0.44 est) YE ARR $1.25B (beat $900M-$1.1B prior). FY26 ARR target $7-9B contracted power 3+GW end-2026 (raised from 2.5GW) already 2+GW secured. Active power YE25 170MW [--] new sites US/EMEA. Acquiring Tavily (agentic search)3M+ SDK downloads 1M+ developers. Complete AI platform for products/agents/services search layer integration. $NBIS #AI #Infrastructure #Breaking https://twitter.com/i/web/status/2021930579206312267 https://twitter.com/i/web/status/2021930579206312267"  
[X Link](https://x.com/AShmueil/status/2021930579206312267)  2026-02-12T12:53Z [---] followers, [--] engagements


"BREAKING: Monness Crespi Hardt downgrades $COIN to Sell from Buy citing prolonged crypto weakness. Cut revenue/EBITDA/EPS forecasts expecting softness 2026-2027. Long-term bullish stablecoins/tokenization but sees near-term headwinds better entry ahead despite 50% fall since late [----]. Major downgrade. $COIN #Crypto #Analyst #Breaking https://twitter.com/i/web/status/2021932474276659442 https://twitter.com/i/web/status/2021932474276659442"  
[X Link](https://x.com/AShmueil/status/2021932474276659442)  2026-02-12T13:00Z [---] followers, [--] engagements


"🚨 $AMZN Under Investigation in Italy Italian authorities raided Amazons headquarters over alleged fiscal fraud Homes of [--] Italian managers also searched KPMGs Milan office involved in the probe#Amazon #AMZN #Italy #TaxInvestigation #FiscalFraud"  
[X Link](https://x.com/AShmueil/status/2021934357888507965)  2026-02-12T13:08Z [---] followers, [--] engagements


"BREAKING: Eurozone trade balance December SA 11.6B (vs 10.7B prior) NSA 12.6B (vs 9.9B prior). Trade surplus widening. #Trade #Economics #Breaking"  
[X Link](https://x.com/AShmueil/status/2022251008789828039)  2026-02-13T10:06Z [---] followers, [--] engagements


"BREAKING (Reuters): US expected add companies including Alibaba to new Pentagon list companies aiding Chinese military. Major sanctions escalation. $BABA #Geopolitics #Sanctions #Breaking"  
[X Link](https://x.com/AShmueil/status/2022297969958035698)  2026-02-13T13:13Z [---] followers, [---] engagements


"BREAKING: Spotify co-CEO says positioned as structural AI beneficiary with aligned subscription/ads model. "AI companies use subscription+ads that's what we excel atright business model." AI monetization advantage. $SPOT #Streaming #AI #Breaking"  
[X Link](https://x.com/AShmueil/status/2022389980359016958)  2026-02-13T19:18Z [---] followers, [--] engagements


"BREAKING: ASP Isotopes updates Renergen helium project post-acquisition Jan [--]. Gas processing up 60% since April drilling hit gas [--] of [--] wells (80%) Phase [--] LNG 60% contracted. Commissioning continues compressor station due end Q1 targets positive op cash flow before end-2026. $ASPI #Energy #Breaking https://twitter.com/i/web/status/2016854059014037827 https://twitter.com/i/web/status/2016854059014037827"  
[X Link](https://x.com/AShmueil/status/2016854059014037827)  2026-01-29T12:40Z [---] followers, [--] engagements


"BREAKING: Synaptics Q2'26 revenue $302.5M (beat $301M est +13% YoY) adj EPS $1.21 (beat $1.15 est) GAAP EPS -$0.38 Core IoT +53% YoY non-GAAP GM 53.6%. Q3 revenue $29010M (beat $285.7M est) adj EPS $1.000.15 (beat $0.98 est) non-GAAP GM 53.5%1.0% GAAP GM 45.0%2.0%. GAAP net loss $14.8M non-GAAP net income $48.4M. Strong IoT growth physical/edge AI tailwinds healthy backlog. $SYNA #Semiconductors #Earnings #Breaking https://twitter.com/i/web/status/2019531880148918519 https://twitter.com/i/web/status/2019531880148918519"  
[X Link](https://x.com/AShmueil/status/2019531880148918519)  2026-02-05T22:01Z [---] followers, [--] engagements


"BREAKING: Zscaler acquires SquareX for Zero Trust security in standard browsers (Chrome/Edge) via lightweight extensions. Targets BYOD/unmanaged devices without separate enterprise browser/agent. Security expansion. $ZS #Cybersecurity #M&A #Breaking"  
[X Link](https://x.com/AShmueil/status/2019551171040494017)  2026-02-05T23:18Z [---] followers, [---] engagements


"Gilad $GILT Q4 [----] Earnings HighlightsKey Results Revenue $137M (beat est. $132.61M) EPS $0.20 (beat est. $0.13) FY [----] Guidance Revenue $500M$520M (roughly in-line with est. $505.9M)"  
[X Link](https://x.com/AShmueil/status/2021198189865599115)  2026-02-10T12:22Z [---] followers, [--] engagements


"🚨 AB InBev $BUD Q4 Update 🔹 Q4 Organic Volume -1.5% YoY Better than -2.32% estimate 🟢 Volume contraction continues but decline was less severe than expected. #ABInBev #BUD #Earnings #Consumer #Stocks"  
[X Link](https://x.com/AShmueil/status/2021880979028148655)  2026-02-12T09:36Z [---] followers, [--] engagements


"🚨 Meta $META Breaks Ground on $10B Indiana Data Center Campus 🔹 Key Details Investment: $10 billion Location: Indiana Significance: Largest single data center investment in Metas history"  
[X Link](https://x.com/AShmueil/status/2021959881457381746)  2026-02-12T14:49Z [---] followers, [--] engagements


"BREAKING: Rivian Q4'25 revenue $1.29B (beat $1.26B est) vehicles delivered [----] (miss [----] est) loss/share -$0.66 (vs -$0.70 YoY). FY26 vehicles guidance 62K-67K (near [-----] est) R2 SUV deliveries Q2. Mixed results on guidance. $RIVN #EV #Earnings #Breaking"  
[X Link](https://x.com/AShmueil/status/2022069676462006387)  2026-02-12T22:05Z [---] followers, [---] engagements


"BREAKING: Warren Buffett/Berkshire Hathaway got $61.9M quarterly dividend from 238.2M Apple shares at $0.26/share. Major institutional yield. $BRK $AAPL #Investing #Dividends #Breaking"  
[X Link](https://x.com/AShmueil/status/2022298217740652878)  2026-02-13T13:14Z [---] followers, [--] engagements


"BREAKING: Morgan Stanley acquires $70M worth of GameStop shares. Major institutional position. $GS $GME #Finance #Trading #Breaking"  
[X Link](https://x.com/AShmueil/status/2022421746562011538)  2026-02-13T21:24Z [---] followers, [---] engagements


"BREAKING: Coinbase reports outage impacting user ability buy/sell/transfer crypto. Service disruption. $COIN #Crypto #Tech #Breaking"  
[X Link](https://x.com/AShmueil/status/2022022872764755972)  2026-02-12T18:59Z [---] followers, [--] engagements


"BREAKING: Amazon book value/share jumped $5.58 (2016)$133.24 (today) +2200%. Quiet compounding power. Decade wealth creation. $AMZN #Investing #Markets #Breaking"  
[X Link](https://x.com/AShmueil/status/2022316514989248652)  2026-02-13T14:26Z [---] followers, [--] engagements


"BREAKING (Bloomberg): Costco using Instacart technology to power online grocery in Spain and France. Partnership extends beyond North America for first time. $COST $CART #Retail #Tech #Breaking"  
[X Link](https://x.com/AShmueil/status/2017251281186795823)  2026-01-30T14:59Z [---] followers, [--] engagements


"BREAKING (Rosenblatt): Reiterates $PDFS Buy PT $34. Expects in-line Q4/FY25 results post-market Feb [--] Analytics revenue +23% YoY (94% revenue) from SecureWISE acquisition. Watching Exensio platform adoption contract renewals/expansion DFI trials/deployments. $292M backlog Q3 (up 25% QoQ) expected maintained/modest Q4 growth. Estimates/PT unchanged awaiting Q4/2026 visibility. $PDFS #Software #Analyst #Breaking https://twitter.com/i/web/status/2020844278499377290 https://twitter.com/i/web/status/2020844278499377290"  
[X Link](https://x.com/AShmueil/status/2020844278499377290)  2026-02-09T12:56Z [---] followers, [--] engagements


"BREAKING: L'Oreal Q4 LFL sales +6% (on est) FY op profit 8.89B (miss 8.94B est) Q4 sales 11.25B (miss 11.34B est). Consumer Products +4.8% Derm Beauty +11.5% (beat +5.78%) NA comp +8.6% (beat +7.51%) North Asia +0.6% (miss +5.44%) Luxe +4.5% (miss +7.82%). FY dividend [----] (beat 7.19). Mixed results. $OR #Beauty #Earnings #Breaking https://twitter.com/i/web/status/2021997584579956905 https://twitter.com/i/web/status/2021997584579956905"  
[X Link](https://x.com/AShmueil/status/2021997584579956905)  2026-02-12T17:19Z [---] followers, [--] engagements


"📊 ALERT: Analysts diving deep into $ODFL's freight dominance 🚛 Is Old Dominion still the king of the road Find out what the reports say 👇 #Trucking #InvestorInsight #EquityMarket"  
[X Link](https://x.com/AShmueil/status/2022039743694057475)  2026-02-12T20:06Z [---] followers, [--] engagements


"BREAKING: Anthropic receives $30B investment to develop Claude AI. Investment comes days after Safeguards Research Team leader resignation warning world "in peril." Major funding safety concerns timing. #AI #Funding #Breaking"  
[X Link](https://x.com/AShmueil/status/2022354261133377649)  2026-02-13T16:56Z [---] followers, [---] engagements


"BREAKING: Forward Industries discloses 6.96M Solana treasury $560M crypto losses amid market downturn. Major position impact. $SOL #Crypto #Markets #Breaking"  
[X Link](https://x.com/AShmueil/status/2022354916644458553)  2026-02-13T16:59Z [---] followers, [--] engagements


"BREAKING: Anthropic adds ex-Microsoft/GM executive Chris Liddell to board. Liddell led GM's public market return brings public-company/scaling expertise to Anthropic. Major board addition. #AI #Corporate #Breaking"  
[X Link](https://x.com/AShmueil/status/2022400234614378662)  2026-02-13T19:59Z [---] followers, [--] engagements


"BREAKING: CFTC appoints Coinbase Kraken Gemini Polymarket CEOs to new "Innovation Advisory Committee." Major crypto industry inclusion in regulatory body. #Crypto #Regulation #Breaking"  
[X Link](https://x.com/AShmueil/status/2022403042277257357)  2026-02-13T20:10Z [---] followers, [--] engagements


"BREAKING: ARK Invest added [-----] Coinbase shares. Continued crypto platform accumulation. $COIN #Crypto #Investing #Breaking"  
[X Link](https://x.com/AShmueil/status/2022714424901959920)  2026-02-14T16:47Z [---] followers, [--] engagements


"📊 Kevin Warsh: Not the Hawk Markets Feared Evercore ISI analyst Krishna Guha notes Warshs inflation hawk reputation may be overstated Sees him as a pragmatic conservative: differentiates supply vs. demand inflation Views AI and productivity gains as positive supply shocks reducing pressure for aggressive tightening Supports a smaller Fed balance sheet but unlikely to disrupt markets with aggressive moves Fed expected to remain consensus-driven even under political stress#FederalReserve #Warsh #Inflation #MonetaryPolicy #AIImpact #Finance https://twitter.com/i/web/status/2021932876569190523"  
[X Link](https://x.com/AShmueil/status/2021932876569190523)  2026-02-12T13:02Z [---] followers, [--] engagements


"BREAKING: US Treasury Secretary Scott Bessent says passing CLARITY Act "would give great comfort to market" amid Bitcoin downturn. Regulatory clarity signal. #Bitcoin #Policy #Breaking"  
[X Link](https://x.com/AShmueil/status/2022781324491190545)  2026-02-14T21:13Z [---] followers, [--] engagements

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