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# ![@AlphaSenseInc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1858388203.png) @AlphaSenseInc AlphaSense

Several tech companies have recently reported strong earnings, including $AMD, $NVDA, and $MSFT, which are leaders in AI computing. The demand for AI computing is increasing exponentially, with experts predicting a significant growth in the AI compute TAM. $AMD's CEO, Lisa Su, has stated that the company's AI compute TAM is "going up" and will provide a full picture of the market soon.

### Engagements: XXXXX [#](/creator/twitter::1858388203/interactions)
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- X Months XXXXXXXXX +33%
- X Year XXXXXXXXX +20%

### Mentions: XX [#](/creator/twitter::1858388203/posts_active)
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- X Week XX -XX%
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### Followers: XXXXXX [#](/creator/twitter::1858388203/followers)
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- X Week XXXXXX +0.57%
- X Month XXXXXX +3.20%
- X Months XXXXXX +28%
- X Year XXXXXX +59%

### CreatorRank: XXXXXXX [#](/creator/twitter::1858388203/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1858388203/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  #873 [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[strong](/topic/strong) 8.43%, [nasdaq](/topic/nasdaq) #90, [cash flow](/topic/cash-flow) #251, [flow](/topic/flow) 3.61%, [ai](/topic/ai) 3.61%, [business](/topic/business) 3.61%, [$nflx](/topic/$nflx) 2.41%, [netflix inc](/topic/netflix-inc) 2.41%, [$aapl](/topic/$aapl) #217, [$googl](/topic/$googl) XXXX%

**Top accounts mentioned or mentioned by**
[@rihardjarc](/creator/undefined) [@sarahfhoffman](/creator/undefined) [@shanumathew93](/creator/undefined) [@mjassal](/creator/undefined) [@realjohnlaurens](/creator/undefined) [@20vcfund](/creator/undefined) [@harrystebbings](/creator/undefined) [@taubamush](/creator/undefined) [@citrini7](/creator/undefined) [@f28x5](/creator/undefined) [@zjxn06](/creator/undefined) [@fteoath](/creator/undefined) [@tandioyduban](/creator/undefined) [@simonmahan](/creator/undefined) [@stockstormx](/creator/undefined)

**Top assets mentioned**
[Netflix Inc (NFLX)](/topic/$nflx) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Warner Bros Discovery, Inc. (WBD)](/topic/warner-bros-discovery-inc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Urban Outfitters Inc (URBN)](/topic/$urbn) [Docusign Inc (DOCU)](/topic/$docu) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Electronic Arts Inc. (EA)](/topic/electronic-arts-inc) [Dell Technologies, Inc. (DELL)](/topic/$dell) [IBM (IBM)](/topic/ibm) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Shakita Inu (SHAK)](/topic/$shak) [SAP SE (SAP)](/topic/$sap) [Lowes Companies Inc (LOW)](/topic/$low) [Ross Stores, Inc. (ROST)](/topic/$rost) [BJ's Wholesale Club Holdings, Inc. (BJ)](/topic/$bj) [KEYS (KEYS)](/topic/$keys) [Alibaba Group (BABA)](/topic/alibaba-group) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Synopsys, Inc. (SNPS)](/topic/$snps) [Signet Jewelers Limited (SIG)](/topic/$sig) [American Eagle Outfitters (AEO)](/topic/$aeo) [ContentBox (BOX)](/topic/$box) [Dollar Tree Inc (DLTR)](/topic/$dltr) [UiPath, Inc. (PATH)](/topic/$path) [Oracle Corporation (ORCL)](/topic/$orcl) [Morgan Stanley (MS)](/topic/morgan-stanley) [HP Inc (HPQ)](/topic/hp-inc) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [ChargePoint Holdings, Inc. (CHPT)](/topic/$chpt) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Helium IOT (IOT)](/topic/$iot) [Toll Brothers, Inc. (TOL)](/topic/$tol)
### Top Social Posts
Top posts by engagements in the last XX hours

"$NFLX To Acquire $WBD Following The Separation Of Discovery Global For A Total Enterprise Value Of $XXXX Billion (Equity Value Of $XXXX Billion) "Today Netflix Inc. (the Company) and Warner Bros. Discovery Inc. (WBD) announced they have entered into a definitive agreement under which Netflix will acquire Warner Bros. including its film and television studios HBO Max and HBO. The cash and stock transaction is valued at $XXXXX per WBD share (subject to a collar as detailed below) with a total enterprise value of approximately $XXXX billion (equity value of $XXXX billion). The transaction is"  
[X Link](https://x.com/AlphaSenseInc/status/1996923049170415878)  2025-12-05T12:42Z 30.6K followers, 3278 engagements


"Former $PYPL employee believes innovation and simplicity will define $PYPL's relevance over the next 3-5 years ( $AAPL $GOOGL $ADYEN ): - The expert highlights that while $ADYEN leads in the enterprise space Stripe's partner-friendly pricing model which offers wholesale rates and margin flexibility made it highly scalable and attractive. They emphasize that $PYPL's strong brand recognition strategic acquisitions like Braintree and transparent pricing were key differentiators. The expert believes merchants and partners values $PYPL's simplicity and trust especially compared to competitors with"  
[X Link](https://x.com/AlphaSenseInc/status/1988272949040681144)  2025-11-11T15:49Z 30.6K followers, 4099 engagements


"$URBN Earnings: - Total Company net sales for the three months ended October XX 2025 increased XXXX% to a record $XXXX billion. - Net income for the three months ended October XX 2025 was a record $XXXXX million and earnings per diluted share were $XXXX. Net income for the nine months ended October XX 2025 was a record $XXXXX million and earnings per diluted share were $XXXX. - Total Retail segment net sales increased XXX% with comparable Retail segment net sales increasing 8.0%. The increase in Retail segment comparable net sales was driven by high single-digit positive growth in both"  
[X Link](https://x.com/AlphaSenseInc/status/1993426806897004913)  2025-11-25T21:09Z 30.6K followers, 9265 engagements


"Former $NVDA employee believes that $GOOGL's TPUs are unlikely to threaten $NVDA in the short term ( $AAPL $AMZN $ARM ): - The expert explained that prior to 2021 $NVDA had no real CPU presence but with the launch of Grace the company shifted toward a vertically integrated strategy similar to $AAPL and $GOOGL owning the full hardware stack and aiming to sell complete server racks rather than standalone components. Grace CPUs are therefore designed not as general-purpose data-center processors competing with $AMD or other CPU leaders but as highly specialized processors designed for tight"  
[X Link](https://x.com/AlphaSenseInc/status/1996266868118605998)  2025-12-03T17:14Z 30.6K followers, 37.6K engagements


"$DOCU Earnings: - Revenue was $XXXXX million a X% year-over-year increase including approximately XXX% positive impact from foreign exchange rates. Subscription revenue was $XXXXX million a X% year-over-year increase. Professional services and other revenue was $XXXX million a XX% year-over-year decrease. - Non-GAAP net income per diluted share was $XXXX on XXX million shares outstanding compared to $XXXX on XXX million shares outstanding in the same period last year. - Billings were $XXXXX million a XX% year-over-year increase including approximately XXX% positive impact of foreign currency"  
[X Link](https://x.com/AlphaSenseInc/status/1996687912046637500)  2025-12-04T21:07Z 30.6K followers, 2386 engagements


"$VSCO delivered exceptional Q3 2025 results with X% sales growth and XX% earnings growth driven by successful brand repositioning the viral Fashion Show and strong customer acquisition across all brands while raising full-year guidance despite tariff headwinds. Key Financial Results: - Net sales of $XXXX billion up X% year-over-year with X% comparable sales growth exceeding guidance - Adjusted gross margin expanded XXX basis points to XXXX% significantly above guidance by XXX basis points - Adjusted operating income reached breakeven versus guidance of $35-55 million loss and prior year loss"  
[X Link](https://x.com/AlphaSenseInc/status/1996966938564563412)  2025-12-05T15:36Z 30.6K followers, 1829 engagements


"EA Announces Agreement to be Acquired by PIF Silver Lake and Affinity Partners for $XX Billion "Electronic Arts Inc. (NASDAQ: $EA) (EA or the Company) a global leader in interactive entertainment today announced that it has entered into a definitive agreement to be acquired by an investor consortium (the Consortium) comprised of PIF Silver Lake and Affinity Partners in an all-cash transaction that values EA at an enterprise value of approximately $XX billion. The transaction positions EA to accelerate innovation and growth to build the future of entertainment. Under the terms of the agreement"  
[X Link](https://x.com/AlphaSenseInc/status/1972634341386657961)  2025-09-29T12:07Z 30.6K followers, 1.2M engagements


"$DELL Earnings: - Record third-quarter revenue of $XXXX billion up XX% year over year - Diluted earnings per share (EPS) of $XXXX up XX% year over year and record third-quarter non-GAAP diluted EPS of $XXXX up XX% - Cash flow from operations of $XXX billion In the third quarter we delivered record Q3 revenue of $XX billion record Q3 profitability strong cash generation and above-trend capital return of $XXX billion said David Kennedy chief financial officer Dell Technologies. FY26 will be another record year and were raising our AI shipment guidance to roughly $XX billion up over XXX% year"  
[X Link](https://x.com/AlphaSenseInc/status/1993426969015320640)  2025-11-25T21:10Z 30.6K followers, 9098 engagements


"IBM to Acquire Confluent to Create Smart Data Platform for Enterprise Generative AI "IBM (NYSE: $IBM) and Confluent Inc. (NASDAQ: $CFLT) the data streaming pioneer today announced they have entered into a definitive agreement under which IBM will acquire all of the issued and outstanding common shares of Confluent for $XX per share representing an enterprise value of $XX billion. Confluent provides a leading open-source enterprise data streaming platform that connects processes and governs reusable and reliable data and events in real time foundational for the deployment of AI.""  
[X Link](https://x.com/AlphaSenseInc/status/1998015408624804350)  2025-12-08T13:02Z 30.6K followers, 2668 engagements


"Key Takeaways from $CMIs Earnings Call - Cummins delivered strong Q1 results with revenues of $XXX billion a decrease of X% compared to Q1 2024. - EBITDA was $XXX billion or XXXX% compared to $XXX billion or XXXX% a year ago with the prior year including a $XXX billion gain from the Atmus divestiture. - The Power Systems segment achieved record performance in both EBITDA dollars and percentage in Q1 benefiting from operational improvements and strong end markets. - Data center demand remains strong with revenues for North America power generation increasing by 12%. - The company has withdrawn"  
[X Link](https://x.com/AlphaSenseInc/status/1919422333988516264)  2025-05-05T16:02Z 30.5K followers, 1228 engagements


"$SHAK Earnings: - Total revenue of $XXXXX million up XXXX% versus 2024 including $XXXXX million of Shack sales and $XXXX million of Licensing revenue. - System-wide sales of $XXXXX million up XXXX% versus 2024. - Same-Shack sales up XXX% versus 2024. - Net income attributable to Shake Shack Inc. of $XXXX million or earnings of $XXXX per diluted share. - Adjusted pro forma net income of $XXXX million or earnings of $XXXX per fully exchanged and diluted share. - Operating income of $XXXX million versus operating loss of $XXXX million in 2024"  
[X Link](https://x.com/AlphaSenseInc/status/1983852254491726271)  2025-10-30T11:03Z 30.5K followers, 1905 engagements


"$FVRR Earnings: - Revenue in the third quarter of 2025 was $XXXXX million compared to $XXXX million in the third quarter of 2024 an increase of XXX% year over year. - Non-GAAP net income in the third quarter of 2025 was $XXXX million or $XXXX basic non-GAAP net income per share and $XXXX diluted non-GAAP net income per share compared to $XXXX million non-GAAP net income or $XXXX basic non-GAAP net income per share and $XXXX diluted non-GAAP net income per share in the third quarter of 2024. With AI continuing to run through every facet of the business our commitment to driving AI"  
[X Link](https://x.com/AlphaSenseInc/status/1986043973186584756)  2025-11-05T12:12Z 30.5K followers, 1920 engagements


"$FUTU Earnings: - Total revenues increased XXXX% year-over-year to HK$6402.9 million (US$822.9 million). - Total gross profit increased XXXX% year-over-year to HK$5609.2 million (US$720.9 million). - Net income increased XXXXX% year-over-year to HK$3217.2 million (US$413.5 million). - Non-GAAP adjusted net income4 increased XXXXX% year-over-year to HK$3312.5 million (US$425.7 million). - Total number of funded accounts increased XXXX% year-over-year to 3131450 as of September XX 2025. - Total number of brokerage accounts increased XXXX% year-over-year to 5605138 as of September XX 2025. Mr."  
[X Link](https://x.com/AlphaSenseInc/status/1990755385104367717)  2025-11-18T12:14Z 30.5K followers, 4145 engagements


"Interview with industry expert on $ORCL's performance in current market conditions ( $MSFT $SAP ) - The expert projects 10-15% growth in $ORCL-related business next quarter compared to the same period last year citing increased opportunities and stronger market activity. He notes that the pipeline for the next three to six months is meeting and slightly exceeding expectations driven by favorable market dynamics. - According to the expert $ORCL's license and subscription pricing have risen slightly YoY primarily due to higher costs and adjustments in subscription and acquisition models though"  
[X Link](https://x.com/AlphaSenseInc/status/1990795931088818365)  2025-11-18T14:55Z 30.5K followers, 2898 engagements


"$LOW Earnings: - Net earnings of $XXX billion and diluted earnings per share (EPS) of $XXXX - Total sales for the quarter were $XXXX billioncompared to $XXXX billionin the prior-year quarter. - Comparable sales for the quarter increased XXX% driven by XXXX% online sales growth double-digit growth in home services and continued growth in Pro sales. - During the third quarter the company recognized $XXX million in pre-tax expenses associated with the acquisitions of Foundation Building Materials (FBM) and Artisan Design Group (ADG). Excluding these expenses third quarter 2025 adjusted diluted"  
[X Link](https://x.com/AlphaSenseInc/status/1991114016496705800)  2025-11-19T11:59Z 30.5K followers, 1827 engagements


"$JACK Earnings: - Total revenues decreased XXX% in the fourth quarter of 2025 to $XXXXX million as compared to $XXXXX million in the prior year fourth quarter. - Diluted earnings per share of $XXXX and Operating EPS of $XXXX - Jack in the Box same-store sales of (7.4%) in Q4 2025 (4.2%) for FY 2025 - Del Taco same-store sales of (3.9%) in Q4 2025 (3.7%) for FY 2025 While performance in the fourth quarter did not meet our expectations we remain focused on restoring positive momentum for the Jack in the Box brand said Lance Tucker Jack in the Box Chief Executive Officer. As we enter our 75th"  
[X Link](https://x.com/AlphaSenseInc/status/1991252629507223609)  2025-11-19T21:09Z 30.5K followers, 1980 engagements


"$ROST Earnings: - EPS of $XXXX on net income of $XXX million. - Included in this years third quarter earnings is an approximate $XXXX per share negative impact from tariff-related costs. - For the nine months ended November X 2025 earnings per share were $XXXX on net earnings of $XXX billion versus $XXXX per share on net income of $XXX billion for the same year-to-date period in 2024. Jim Conroy Chief Executive Officer commented We are pleased with our third quarter sales results which accelerated from the prior quarter. Our merchandise assortment of compelling brand name values resonated"  
[X Link](https://x.com/AlphaSenseInc/status/1991613963314856381)  2025-11-20T21:05Z 30.5K followers, 2073 engagements


"$BJ Earnings: - Revenue: $XXX billion - Earnings per diluted share of $XXXX and adjusted earnings per diluted share of $XXXX - Comparable club sales increased by XXX% year-over-year - Comparable club sales excluding gasoline sales increased by XXX% year-over-year with a two-year stack of XXX% - Membership fee income increased by XXX% year-over-year to $XXXXX million Our business continues to perform well in a volatile environment and we are maintaining an unwavering focus on what matters most: taking care of families who depend on us said Bob Eddy Chairman and Chief Executive Officer BJs"  
[X Link](https://x.com/AlphaSenseInc/status/1991842551431623130)  2025-11-21T12:14Z 30.5K followers, 1938 engagements


"$KEYS Earnings: - Revenue was $XXXX billion compared with$1.29 billionlast year. - GAAP net income was $XXX million or $XXXX per share compared with a GAAP net loss of $XX million or $XXXX per share in the fourth quarter of 2024. - Non-GAAP net incomewas $XXX million or $XXXX per share compared with $XXX million or $XXXX per share in the fourth quarter of 2024. - Cash flow from operations was $XXX million compared with $XXX million last year. Free cash flow was $XXX million compared with $XXX million in the fourth quarter of 2024. - As of October XX 2025 cash and cash equivalents totaled"  
[X Link](https://x.com/AlphaSenseInc/status/1993064928375169428)  2025-11-24T21:11Z 30.5K followers, 1678 engagements


"$BABA Earnings: - Revenue was RMB247795 million (US$34808 million) an increase of X% year-over-year. Excluding revenue from the disposed businesses of Sun Art and Intime revenue on a like-for-like basis would have grown by XX% year-over-year. - Diluted earnings per ADS was RMB8.75 (US$1.23). Diluted earnings per share was RMB1.09 (US$0.15 or HK$1.19). Non-GAAP diluted earnings per ADS was RMB4.36 (US$0.61) a decrease of XX% year-over-year. Non-GAAP diluted earnings per share was RMB0.55 (US$0.08 or HK$0.60) a decrease of XX% year-over-year. We have entered into an investment phase to build"  
[X Link](https://x.com/AlphaSenseInc/status/1993293886052090072)  2025-11-25T12:21Z 30.5K followers, 2464 engagements


"$ANF Earnings: - Record third quarter net sales of $XXX billion up X% from last year 12th consecutive quarter of growth - Net sales growth led by Americas up X% EMEA up X% partially offset by X% decline in APAC - Operating margin of XXXX% with earnings per diluted share of $XXXX exceeding outlook range - Narrows full-year outlook to net sales growth of X% to X% net income per diluted share of $XXXXX to $XXXXX Fran Horowitz Chief Executive Officer said We achieved three years of consecutive quarterly sales growth delivering record third quarter net sales with X% growth to last year. Hollister"  
[X Link](https://x.com/AlphaSenseInc/status/1993297937435128066)  2025-11-25T12:37Z 30.5K followers, 3376 engagements


"$LI's Q3 2025 earnings call revealed a challenging quarter with significant strategic pivots as the company announced a return to entrepreneurial management while facing delivery pressures and recall costs but outlined ambitious plans for embodied AI and full-stack technology development. - Total revenues of RMB XXXX billion in Q3 2025 down XXXX% year-over-year and XXX% quarter-over-quarter - Vehicle sales revenue of RMB XXXX billion decreased XXXX% year-over-year and XXXX% quarter-over-quarter primarily due to lower vehicle deliveries - Q4 2025 delivery guidance between 100000 to 110000"  
[X Link](https://x.com/AlphaSenseInc/status/1993677987384877493)  2025-11-26T13:47Z 30.5K followers, 1806 engagements


"NVIDIA and Synopsys Announce Strategic Partnership to Revolutionize Engineering and Design "NVIDIA (NASDAQ: $NVDA) and Synopsys Inc. (NASDAQ: $SNPS) today announced an expanded strategic partnership to revolutionize design and engineering across industries. R&D teams from the semiconductor industry to aerospace automotive industrial and beyond face significant engineering challenges including increasing workflow complexity escalating development costs and time-to-market pressure. This expanded partnership will integrate the strengths of NVIDIA's AI and accelerated computing with Synopsys'"  
[X Link](https://x.com/AlphaSenseInc/status/1995486607525163026)  2025-12-01T13:34Z 30.5K followers, 2894 engagements


"$SIG Earnings: - Sales of $XXX billion up $XXXX million or XXX% to Q3 of FY25. - Same store sales ("SSS") up XXX% to Q3 of FY25. - Adjusted operating income of $XXXX million up from $XXXX million in Q3 of FY25. - Diluted earnings per share ("EPS") of $XXXX compared to $XXXX in Q3 of FY25. The current quarter diluted EPS includes $XXXX of restructuring charges. - Adjusted diluted EPS of $XXXX compared to $XXXX in Q3 of FY25. Signets Grow Brand Love strategy delivered X% same store sales growth led by Kay Zales and Jared which reflects our continued focus on our largest brands. Our balanced"  
[X Link](https://x.com/AlphaSenseInc/status/1995827053535297582)  2025-12-02T12:07Z 30.5K followers, 1467 engagements


"$AEO Earnings: - Total net revenue of $XXXX billion increased X% to last year. Total comparable sales increased 4%. - Aerie comparable sales grew 11%. American Eagle comparable sales increased 1%. - Gross profit of $XXX million rose X% from $XXX million last year. The gross margin of XXXX% declined XX basis points to last year. - Diluted earnings per share of $XXXX increased XX% to last year and adjusted diluted earnings per share increased 10%. Average diluted shares outstanding were XXX million. Im extremely pleased with the significant trend change across our business reflecting decisive"  
[X Link](https://x.com/AlphaSenseInc/status/1995965314404585713)  2025-12-02T21:16Z 30.5K followers, 2518 engagements


"$BOX reported strong Q3 2026 results with revenue growth of X% year-over-year driven by AI-powered Enterprise Advanced upgrades and improved net retention rates. The company is capitalizing on the AI transformation in enterprise content management with customers increasingly adopting AI agents for data extraction and workflow automation positioning Box as a trusted platform for unstructured data management. Key Financial Results: - Q3 2026 revenue of $XXX million exceeding guidance and representing X% year-over-year growth - Operating margin of XXXX% exceeding guidance - Net retention rate of"  
[X Link](https://x.com/AlphaSenseInc/status/1995993718239699143)  2025-12-02T23:09Z 30.5K followers, 1683 engagements


"$DLTR Earnings: - Net sales: $XXX billion - Diluted Earnings per Share (EPS) from Continuing Operations of $XXXX - Adjusted Diluted EPS from Continuing Operations of $XXXX - Dollar Tree Same-Store Net Sales +4.2% - Introducing Fourth Quarter Fiscal 2025 Outlook: X% to X% Comparable Store Net Sales Growth and $XXXX to $XXXX Adjusted EPS from Continuing Operations Our multi-price strategy drove strong momentum across our business in the third quarter and helped deliver an all-time record Halloween season. Todays Dollar Tree is a preferred destination for a wide range of shoppers whether they"  
[X Link](https://x.com/AlphaSenseInc/status/1996194822101635408)  2025-12-03T12:28Z 30.5K followers, 1342 engagements


"$PATH Guidance: "Despite the incremental FX headwind from the yen we are raising guidance for the progress we've made on our operating priorities and the strength we are seeing in the business. For the fourth fiscal quarter 2026 we expect revenue in the range of $XXX million to $XXX million. This range reflects an approximately $X million headwind driven by FX rate movements since we provided guidance on our second quarter earnings call. ARR in the range of $XXXXX billion to $XXXXX billion. This range reflects an approximately $X million headwind driven by FX rate movements since we provided"  
[X Link](https://x.com/AlphaSenseInc/status/1996364395820064838)  2025-12-03T23:42Z 30.5K followers, 2248 engagements


"Industry expert concludes that $GOOGL's disruptive approach and pricing strategy are strengthening its competitive position ( $AMZN $MSFT $ORCL ): - The expert noted that public cloud demand remained healthy with YoY growth of roughly 15%20% for AWS and Azure 20%25% for GCP and 10%15% for OCI across their verticals. He emphasized that sentiment toward cloud growth is positive overall with GCP currently growing the fastest due to its strength in data analytics AI/ML adoption Kubernetes and developer-driven solutions. - According to the expert AWS continues to hold the largest absolute revenue"  
[X Link](https://x.com/AlphaSenseInc/status/1996986565763924402)  2025-12-05T16:54Z 30.5K followers, 5013 engagements


"🤖 Everyone is asking the same thing: are humanoid robots finally ready to move from hype to real factory work There is a clearer picture emerging once you look at the tech barriers economic triggers and the signals pointing to mainstream adoption. Join us this week with Adam Jonas of Morgan Stanley and Xavier S. of AlphaSense for the full breakdown"  
[X Link](https://x.com/AlphaSenseInc/status/1998041375250735267)  2025-12-08T14:46Z 30.6K followers, 1260 engagements


"Netflix Announces Ten-For-One Stock Split "Netflix Inc. (Nasdaq: $NFLX) announced today that its Board of Directors has approved a ten-for-one forward stock split of the Company's common stock. The split will be effected through an amendment to the Company's Amended and Restated Certificate of Incorporation. The purpose of the stock split is to reset the market price of the Company's common stock to a range that will be more accessible to employees who participate in the Company's stock option program. Each shareholder of record as of the close of trading on Monday November XX 2025 (the"  
[X Link](https://x.com/AlphaSenseInc/status/1983991120112636388)  2025-10-30T20:15Z 30.5K followers, 7536 engagements


"$HPQ Earnings: - Fourth quarter GAAP diluted net EPS of $XXXX down XXX% from the prior year period - Fourth quarter non-GAAP diluted net EPS of $XXXX down XXX% from the prior year period - Fourth quarter net revenue of $XXXX billion up XXX% from the prior-year period - Fourth quarter net cash provided by operating activities of $XXX billion free cash flow of $XXX billion "HPs strategy to lead the Future of Work continues to deliver strong performance marked by our sixth consecutive quarter of revenue growth said Enrique Lores President and CEO of HP Inc. Our FY25 results reinforce the power"  
[X Link](https://x.com/AlphaSenseInc/status/1993434339796046296)  2025-11-25T21:39Z 30.5K followers, 4810 engagements


"$ULTA Earnings: - Net sales increased XXXX% to $XXX billion compared to $XXX billion primarily due to increased comparable sales the acquisition of Space NK and net new store contribution. - Comparable sales (sales for stores open at least XX months and e-commerce sales) increased XXX% compared to XXX% driven by a XXX% increase in average ticket and a XXX% increase in transactions. - Diluted earnings per share was flat at $XXXX. - Gross profit increased XXXX% to $XXX billion compared to $XXX billion. As a percentage of net sales gross profit increased to XXXX% compared to XXXX% primarily due"  
[X Link](https://x.com/AlphaSenseInc/status/1996687531065086329)  2025-12-04T21:06Z 30.5K followers, 2399 engagements


"$CHPT Earnings: - Revenue. Third quarter revenue was $XXXXX million up X% from $XXXX million in the prior years same quarter. Networked charging systems revenue for the third quarter was $XXXX million up X% from $XXXX million in the prior years same quarter. Subscription revenue was $XXXX million up XX% from $XXXX million in the prior years same quarter. - Net Income/Loss. Third quarter GAAP net loss was $XXXX million down XX% from $XXXX million in the prior year's same quarter. Additionally non-GAAP pre-tax net loss was $XXXX million down XX% from $XXXX million in the prior year's same"  
[X Link](https://x.com/AlphaSenseInc/status/1996688335297806644)  2025-12-04T21:09Z 30.5K followers, 1770 engagements


"$A Earnings: - Revenue of $XXXX billion for the fourth quarter ended October XX 2025 exceeding revenue guidance and representing growth of XXX% reported and up XXX% on a core basis compared with the fourth quarter of 2024. - GAAP net income of $XXX million; earnings per share (EPS) of $XXXX up XX% from the fourth quarter of 2024. - Non-GAAP net income of $XXX million; EPS of $XXXX up X% from the fourth quarter of 2024. We enter FY26 with confidence and momentum. Agilent is uniquely positioned to lead in life-sciences and diagnostics for years to come said Agilent President and CEO Padraig"  
[X Link](https://x.com/AlphaSenseInc/status/1993065120369381499)  2025-11-24T21:12Z 30.6K followers, 1789 engagements


"$CRM President on the strong demand for agentic enterprise solutions: "And I think there is a really different perspective on what is really happening. This past quarter I was in X continents XX countries I talk to XXX customers many one-on-ones many one to two several dinners. And the reality is very different. There is something very large very important and I want to emphasize this I don't think we've made Marc and Robin enough justice to what is happening right now in front of us. This is -- there is a new very large secular demand trend which is the agentic enterprise. Every single"  
[X Link](https://x.com/AlphaSenseInc/status/1996367449030119595)  2025-12-03T23:54Z 30.6K followers, 3927 engagements


"$IOT Earnings: - Revenue: $XXX million - Non-GAAP net income per share diluted: $XXXX - Ending ARR of $XXXXX billion representing XX% year-over-year growth in actuals and in constant currency - 2990 customers with ARR over $100000 including an increase of XXX in Q3 a quarterly record Samsara had another strong quarter of durable and efficient growth ending Q3 with $XXXX billion in ARR said Sanjit Biswas CEO and co-founder of Samsara. Our momentum is driven by our partnership with some of the worlds largest and most complex physical operations organizations. We delivered a milestone large"  
[X Link](https://x.com/AlphaSenseInc/status/1996689094710120841)  2025-12-04T21:12Z 30.6K followers, 2967 engagements


"$TOL Earnings: - Net income was $XXXXX million and earnings per diluted share were $XXXX compared to net income of $XXXXX million and earnings of $XXXX per diluted share in FY 2024s fourth quarter. - Home sales revenues were $XXXX billion compared to $XXXX billion in FY 2024s fourth quarter; delivered homes were 3443 compared to 3431 in FY 2024s fourth quarter. - Pre-tax income was $XXXXX million compared to $XXXXX million in FY 2024s fourth quarter. - Home sales revenues were $XXXX billion compared to $XXXX billion in FY 2024s fourth quarter; delivered homes were 3443 compared to 3431 in FY"  
[X Link](https://x.com/AlphaSenseInc/status/1998144264002576412)  2025-12-08T21:34Z 30.6K followers, 1690 engagements