# ![@Alphanalyst Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1954452305417506816.png) @Alphanalyst Alpha Analyst

Alpha Analyst posts on X about ai, growth, cash flow, flow the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1954452305417506816/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954452305417506816/c:line/m:interactions.svg)

- [--] Month [-----] +12,284%

### Mentions: [--] [#](/creator/twitter::1954452305417506816/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954452305417506816/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1954452305417506816/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954452305417506816/c:line/m:followers.svg)

- [--] Month [--] +2,850%

### CreatorRank: [---------] [#](/creator/twitter::1954452305417506816/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954452305417506816/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[ai](/topic/ai), [growth](/topic/growth), [cash flow](/topic/cash-flow) #694, [flow](/topic/flow), [strong](/topic/strong), [core](/topic/core), [acquisition](/topic/acquisition), [market](/topic/market), [$17b](/topic/$17b), [debt](/topic/debt)

**Top accounts mentioned or mentioned by**
[@kakashiii111](/creator/undefined) [@schuldensuehner](/creator/undefined) [@mfcamillus](/creator/undefined) [@altcap](/creator/undefined) [@scottwapnercnbc](/creator/undefined) [@fluentinfinance](/creator/undefined) [@bergvikjohnny](/creator/undefined)

**Top assets mentioned**
[Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [ServiceNow Inc (NOW)](/topic/servicenow) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Datadog Inc (DDOG)](/topic/$ddog) [Tesla, Inc. (TSLA)](/topic/tesla) [CBRE Group Inc (CBRE)](/topic/$cbre) [NuScale Power Corporation (SMR)](/topic/$smr) [AppLovin Corporation (APP)](/topic/applovin) [NovoCure Limited Ordinary Shares (NVCR)](/topic/$nvcr) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"NVDA: Export controls are now a product constraint. Nvidia states that its competitive position has been harmed and the rules could further restrict sales including to China. See how Nvidia describes the risk in Alpha Analyst: https://alpha-analyst.com/app/chatsharedConversationId=6253b215-9f88-4e98-9d5b-e9b31fe64ead https://alpha-analyst.com/app/chatsharedConversationId=6253b215-9f88-4e98-9d5b-e9b31fe64ead"  
[X Link](https://x.com/Alphanalyst/status/2011141689029861801)  2026-01-13T18:21Z [--] followers, [--] engagements


"COIN: Prediction markets are federal not state gambling. Nevada filed to block Coinbase's event contracts; Coinbase says the CFTC governs them not state gaming law. See how Coinbase frames the regulatory stance in Alpha Analyst: https://alpha-analyst.com/insights/coinbase-sec-filings-cftc-derivatives-framework-explained https://alpha-analyst.com/insights/coinbase-sec-filings-cftc-derivatives-framework-explained"  
[X Link](https://x.com/Alphanalyst/status/2020466170436923888)  2026-02-08T11:54Z [--] followers, [--] engagements


"MSTR: The $17B loss is GAAP mark-to-market not a cash hit. CEO Phong Le said the figure reflects accounting rules tied to Bitcoin's price and pointed to $2.25B cash and a long-term $1M Bitcoin view. See how MicroStrategy describes the accounting and balance sheet in Alpha Analyst: https://alpha-analyst.com/insights/mstr-17b-loss-explained-unrealized-bitcoin-fair-value https://alpha-analyst.com/insights/mstr-17b-loss-explained-unrealized-bitcoin-fair-value"  
[X Link](https://x.com/Alphanalyst/status/2020512950688035229)  2026-02-08T15:00Z [--] followers, [--] engagements


"@Schuldensuehner The moat shifted. TR RELX and Wolters Kluwer lose out because they digitized processes Claude can do now. Salesforce and ServiceNow win because they own the data layer and integrations. fwiw you can dig into these companies easily with Alpha Analyst"  
[X Link](https://x.com/Alphanalyst/status/2020518523307528640)  2026-02-08T15:22Z [--] followers, [---] engagements


"$NFLX: DOJ is probing anticompetitive tactics in the Warner Bros deal. WSJ reported the Justice Department sent a civil subpoena asking whether Netflix engaged in "exclusionary conduct"; Netflix lawyer Steven Sunshine said the DOJ is conducting a standard merger review. See how the DOJ probe is described in Alpha Analyst: https://alpha-analyst.com/insights/netflixwbd-deal-sec-filings-price-spin-off-doj-risk https://alpha-analyst.com/insights/netflixwbd-deal-sec-filings-price-spin-off-doj-risk"  
[X Link](https://x.com/Alphanalyst/status/2020586615484109102)  2026-02-08T19:52Z [--] followers, [---] engagements


"If youre looking for a REAL financial research platform use Alpha Analyst. Everything you mentioned and more. Truly finance-native with one of the largest financial docs database in the world. AI with citations that take you to the exact line of the document. No guessing. No hallucinations. Just facts. See for yourself: https://alpha-analyst.com/ https://alpha-analyst.com/"  
[X Link](https://x.com/Alphanalyst/status/2020684121207632293)  2026-02-09T02:20Z [--] followers, [--] engagements


"$MNDY: Stock crashes 20% on guidance miss but $500K+ customers grew 74% YoY. Hit November [----] lows after guidance fell short. Enterprise accelerated: 110% retention $1.5B cash. See fundamentals vs selloff: https://alpha-analyst.com/insights/mondaycom-earnings-fy2026-guidance-vs-fundamentals https://alpha-analyst.com/insights/mondaycom-earnings-fy2026-guidance-vs-fundamentals"  
[X Link](https://x.com/Alphanalyst/status/2020879130024083859)  2026-02-09T15:15Z [--] followers, [---] engagements


"Board Member at Colombier Acquisition Corp. III which Announces Pricing of $260 Million Initial Public Offering Read More: https://alpha-analyst.com/app/filing/0002091024/0001213900-26-012825sequence=11&filename=ea027530202ex99-1_colombier3.htm&annotation_id=ae12b525-e7c3-4d89-85b1-a3ed8f5bcaa6 https://alpha-analyst.com/app/filing/0002091024/0001213900-26-012825sequence=11&filename=ea027530202ex99-1_colombier3.htm&annotation_id=ae12b525-e7c3-4d89-85b1-a3ed8f5bcaa6"  
[X Link](https://x.com/Alphanalyst/status/2020881240505614802)  2026-02-09T15:23Z [--] followers, [---] engagements


"Donald Trump Jr. keeps landing board/advisory seats Two of the companies that brought him in later disclosed concrete wins involving the federal government. Read More: https://alpha-analyst.com/insights/trump-jr-board-seats-linked-to-army-order-cfpb-win https://alpha-analyst.com/insights/trump-jr-board-seats-linked-to-army-order-cfpb-win"  
[X Link](https://x.com/Alphanalyst/status/2020882643580006651)  2026-02-09T15:29Z [--] followers, [--] engagements


"Weekly Alpha - $JCSE last filing is wild. Dividend money. Wired to the wrong place. Fake DTC email. Fake instructions. Real loss. Street-name holders didnt get paid. Company says it ate $795K. Operational risk isnt theoretical"  
[X Link](https://x.com/Alphanalyst/status/2020888615014768746)  2026-02-09T15:52Z [--] followers, [--] engagements


"Burrys waving the Motorola flag on a $GOOG $GOOGL 100-year bond rumor. Big warning. But heres the filing alpha: Alphabet already has very long paper2025 notes run out to [----] - [----] and it also lists 4.375% Senior Notes due [----]. Translation: theyre already playing the long-duration game. 1+1 And they did it size: in [----] they issued $22.5 billion USD notes plus [-----] billion euro notes for general corporate purposes. Cheap capital + flexibility + buybacks. Not distress. But if rates rip higher long bonds get smoked. Know what you own. See in lastest Filing:"  
[X Link](https://x.com/Alphanalyst/status/2020895252542783991)  2026-02-09T16:19Z [--] followers, [--] engagements


"Blunt language. Serious stakes. $AMC warns: if they cant raise liquidity or normalize revenues theyd likely seek an in-court or out-of-court restructuring. Thats not a vibe. Thats a roadmap. Read more: https://alpha-analyst.com/insights/amc-8-k-liquidity-warning-restructuring-trigger-explained https://alpha-analyst.com/insights/amc-8-k-liquidity-warning-restructuring-trigger-explained"  
[X Link](https://x.com/Alphanalyst/status/2020896477262831992)  2026-02-09T16:24Z [--] followers, [---] engagements


"$RIG: Acquisition of $VAL creates $17B offshore drilling firm with $200M in cost synergies. Transocean stated the all-stock deal establishes a combined company with [--] rigs. See the acquisition disclosure in Alpha Analyst: https://alpha-analyst.com/insights/transocean-valaris-merger-deal-terms-synergies-timeline https://alpha-analyst.com/insights/transocean-valaris-merger-deal-terms-synergies-timeline"  
[X Link](https://x.com/Alphanalyst/status/2020898486372446226)  2026-02-09T16:32Z [--] followers, [---] engagements


"$IINN: Clalit Health Services approval moves ART100 from regulatory clearance to commercial availability. Inspira stated that Clalit's Medical Equipment Committee approved procurement of the INSPIRA ART100 system for deployment across a network serving [---] million members. See the disclosure in Alpha Analyst: https://alpha-analyst.com/insights/inspira-art100-clalit-approval-what-it-means-for-sales https://twitter.com/i/web/status/2020906791723258310 https://alpha-analyst.com/insights/inspira-art100-clalit-approval-what-it-means-for-sales https://twitter.com/i/web/status/2020906791723258310"  
[X Link](https://x.com/Alphanalyst/status/2020906791723258310)  2026-02-09T17:05Z [--] followers, [---] engagements


"$HIMS: $NVO lawsuit calls for permanent ban on unapproved compounded drugs as $HIMS drops 27%. Novo stated that it filed the lawsuit to protect its intellectual property and the American public and that Hims & Hers dupes consumers about the $49 compounded version. See in Alpha Analyst: https://twitter.com/i/web/status/2020913334443229656 https://twitter.com/i/web/status/2020913334443229656"  
[X Link](https://x.com/Alphanalyst/status/2020913334443229656)  2026-02-09T17:31Z [--] followers, [---] engagements


"$CRM: Dan Ives restores $CRM and $NOW to IVES AI [--] roster as stocks rise 0.6% and 0.7%. Ives described the recent sell-off in software as an overreaction that unfairly punished heavyweight software stocks. See the disclosure in Alpha Analyst: https://alpha-analyst.com/insights/salesforce-vs-servicenow-sec-filings-rpo-ai-buybacks https://alpha-analyst.com/insights/salesforce-vs-servicenow-sec-filings-rpo-ai-buybacks"  
[X Link](https://x.com/Alphanalyst/status/2020921135572099305)  2026-02-09T18:02Z [--] followers, [---] engagements


"$LLY: $2.4B acquisition of Orna Therapeutics strengthens pipeline with circular RNA cell therapies as stock rises 1%. Lilly stated that the acquisition will strengthen its pipeline with a new class of therapies built on engineered circular RNA and proprietary lipid nanoparticles. See the disclosure in Alpha Analyst: https://alpha-analyst.com/insights/lilly-sec-filings-hint-at-24b-circrnalnp-deal https://alpha-analyst.com/insights/lilly-sec-filings-hint-at-24b-circrnalnp-deal"  
[X Link](https://x.com/Alphanalyst/status/2020927930369708432)  2026-02-09T18:29Z [--] followers, [--] engagements


"$OUST: $35M cash and 1.8M shares acquisition of StereoLabs creates end-to-end Physical AI platform as stock rises 5%. Ouster stated that the deal will combine its digital lidar with StereoLabs' advanced camera technology and AI compute. StereoLabs generated $16M in revenue in [----]. See the disclosure in Alpha Analyst: https://alpha-analyst.com/insights/ouster-acquires-stereolabs-unified-lidar-camera-ai https://alpha-analyst.com/insights/ouster-acquires-stereolabs-unified-lidar-camera-ai"  
[X Link](https://x.com/Alphanalyst/status/2020934725158723858)  2026-02-09T18:56Z [--] followers, [---] engagements


"$OSCR: The market is buying the FY26 guide not the Q4 miss. Q4 revenue and EPS missed; OSCR guided FY26 revenue to $18.719B (vs $11.7B FY25) and $250450M in operating earnings. Stock up 5%+ pre-market. See the guidance in Alpha Analyst: What's your read https://alpha-analyst.com/insights/oscar-health-fy26-guidance-profitability-inflection-ahead https://alpha-analyst.com/insights/oscar-health-fy26-guidance-profitability-inflection-ahead"  
[X Link](https://x.com/Alphanalyst/status/2021256041711739078)  2026-02-10T16:12Z [--] followers, [---] engagements


"$QNCX: After a 96% wipeout the board is exploring strategic alternatives and the market is buying it. Quince hired LifeSci Capital to advise on restructuring and strategic options: M&A partnerships licensing JVs. Stock up 60% pre-market; lead asset eDSP was halted Jan [--] after trial failure. See the announcement in Alpha Analyst: What's your read https://alpha-analyst.com/insights/quince-therapeutics-qncx-strategic-alternatives-after-phase-3-miss https://alpha-analyst.com/insights/quince-therapeutics-qncx-strategic-alternatives-after-phase-3-miss"  
[X Link](https://x.com/Alphanalyst/status/2021259867877486957)  2026-02-10T16:28Z [--] followers, [--] engagements


"$DDOG: 31% more $1M+ customers and a 17% pre-market rip. Q4 revenue grew 29% YoY to $953M with EPS at $0.59 both ahead of estimates; Datadog ended [----] with [---] $1M+ ARR customers (up from 462) and [----] customers over $100K ARR. See the earnings and guidance in Alpha Analyst: Does this growth + guide reset how youre valuing DDOG after a 22% 12month drawdown https://alpha-analyst.com/insights/datadog-ddog-1m-customers-surge-2026-guide-reset https://alpha-analyst.com/insights/datadog-ddog-1m-customers-surge-2026-guide-reset"  
[X Link](https://x.com/Alphanalyst/status/2021275722686357591)  2026-02-10T17:31Z [--] followers, [--] engagements


"$FISV: FY26 guide $8$8.30 (mid $8.15) came in light of the Street stock down 5%+ pre-market. Q4 adj EPS $1.99 and rev $4.9B were in line but adj EPS was -21% YoY and revenue flat; first full quarter of One Fiserv execution. Stock -10% YTD and -74% over [--] months. See the guidance and Q4 details in Alpha Analyst: Is the midpoint miss a reset or the start of a longer purgatory https://alpha-analyst.com/insights/fiserv-fy2026-guidance-reset-or-long-trough https://alpha-analyst.com/insights/fiserv-fy2026-guidance-reset-or-long-trough"  
[X Link](https://x.com/Alphanalyst/status/2021305921171788002)  2026-02-10T19:31Z [--] followers, [--] engagements


"$RIVN: R2 pricing March [--] $45K mass-market SUV vs Model Y. Rivian on X: pricing & options 3/12. First R2 (dual motor AWD) this spring. Stock +4%. See the excerpt in Alpha Analyst: What's your read https://alpha-analyst.com/insights/rivian-r2-price-45k-what-disclosures-signal-for-rivn https://alpha-analyst.com/insights/rivian-r2-price-45k-what-disclosures-signal-for-rivn"  
[X Link](https://x.com/Alphanalyst/status/2021312967418011686)  2026-02-10T19:59Z [--] followers, [---] engagements


"$WBD: Will review $PSKY's $30 bid Netflix rec unchanged. WBD confirmed PSKY's amended tender; will advise after review. Board still backs Netflix. See in Alpha Analyst: Still $NFLX or pricing in $PSKY https://alpha-analyst.com/insights/wbd-tender-offer-vs-netflix-deal-filings-price-risk https://alpha-analyst.com/insights/wbd-tender-offer-vs-netflix-deal-filings-price-risk"  
[X Link](https://x.com/Alphanalyst/status/2021329073558126802)  2026-02-10T21:03Z [--] followers, [---] engagements


"$TSLA: +2% as MS backs solar $20B$50B to Energy at full capacity. MS: strategic (geopolitics data centers); [---] GW in [--] yr. EW $415. See in Alpha Analyst: Solar value driver or sideshow to EV https://alpha-analyst.com/insights/tesla-energy-solar-tsla-storage-margins-in-filings https://alpha-analyst.com/insights/tesla-energy-solar-tsla-storage-margins-in-filings"  
[X Link](https://x.com/Alphanalyst/status/2021343421185814988)  2026-02-10T22:00Z [--] followers, [--] engagements


"$CCCX: +15% on NASA deal 1st quantum gravity sensor to space. Infleqtion + NASA orbit [----]. Vote Feb [--]. INFQ. See in Alpha Analyst: NASA deal game-changer or headline pop https://alpha-analyst.com/insights/cccx-infleqtion-nasa-contract-filings-backed-guide https://alpha-analyst.com/insights/cccx-infleqtion-nasa-contract-filings-backed-guide"  
[X Link](https://x.com/Alphanalyst/status/2021351722741006372)  2026-02-10T22:33Z [--] followers, [---] engagements


"$MRNA: The 10% drop reprices the U.S. path not global viability. Moderna: "awaiting further guidance" from FDA on mRNA-1083; EMA has it under review. Phase [--] flu pushes U.S. to [----]. mRNA-1010 on for Jan 2026; [----] active ex-U.S. Repricing U.S. cadence or fading the franchise https://twitter.com/i/web/status/2021612702808826142 https://twitter.com/i/web/status/2021612702808826142"  
[X Link](https://x.com/Alphanalyst/status/2021612702808826142)  2026-02-11T15:50Z [--] followers, [--] engagements


"$LPLA $SCHW $RJF: AI-driven tax planning sparks a silent arms race in advisory tech. LPL Schwab and Raymond James reveal the real battleground: embedding AI safely at scale is key not just adding features. From AI compliance risks to $1B tech bets and board-level oversight its about sustainable advisor empowerment not disruption headlines. Which firm will win the AI governance & scale game https://twitter.com/i/web/status/2021615414539624851 https://twitter.com/i/web/status/2021615414539624851"  
[X Link](https://x.com/Alphanalyst/status/2021615414539624851)  2026-02-11T16:00Z [--] followers, [--] engagements


"$QNCX: Soaring 300% on strategic sale whispers but filings tell a deeper story. Quinces latest disclosures reveal tight cash ($26.3M) plus ongoing burn ($30.9M over [--] months) and eased debt covenantsa textbook setup for a forced strategic move even before LifeSci is formally hired. Is this a true sale signal or savvy market speculation ahead of official steps https://twitter.com/i/web/status/2021616102413947303 https://twitter.com/i/web/status/2021616102413947303"  
[X Link](https://x.com/Alphanalyst/status/2021616102413947303)  2026-02-11T16:03Z [--] followers, [--] engagements


"$RIG x $VAL: $5.8B all-stock offshore drilling merger targets $200M+ cost synergies. Beyond fleet scale (73 rigs) the play bets on a multi-year upcycle & faster deleveraging amid tight offshore supply. Deal protections signal exec conviction minimizing risks from superior offers. Will you trust the synergy promise or fear change-of-control contract risks https://twitter.com/i/web/status/2021616916884812286 https://twitter.com/i/web/status/2021616916884812286"  
[X Link](https://x.com/Alphanalyst/status/2021616916884812286)  2026-02-11T16:06Z [--] followers, [---] engagements


"$AAL: Flight attendant union delivers a no-confidence vote in CEO Isom labor risks are now earnings risks. American flags union disputes as a core operational risk already hitting guidance with $150200M revenue pressure from disruptions. Debt is shrinking but free cash flow remains fragile (-$83M forecast for 2025) amplifying execution risk. Is labor unrest a temporary storm or a structural headwind for $AALs turnaround https://twitter.com/i/web/status/2021617167884542254 https://twitter.com/i/web/status/2021617167884542254"  
[X Link](https://x.com/Alphanalyst/status/2021617167884542254)  2026-02-11T16:07Z [--] followers, [--] engagements


"$PSKY: Paramount Skydance just added a ticking fee on its $30 all-cash bid for $WBD. The offer now includes an extra $0.25/share per quarter beyond Dec [--] [----] ($650M cash each quarter) with $PSKY up 1% and $WBD nearly 3% in pre-market. See the bid terms in Alpha Analyst: Does this sweetener change how youre pricing deal risk here https://alpha-analyst.com/insights/wbd-skydance-ticking-fee-deal-risk-spread-impact https://alpha-analyst.com/insights/wbd-skydance-ticking-fee-deal-risk-spread-impact"  
[X Link](https://x.com/Alphanalyst/status/2021268676251451741)  2026-02-10T17:03Z [--] followers, [--] engagements


"$MAS: Board authorized a $2B buyback and $0.32 quarterly dividend effective Feb [--]. New repurchase program replaces the prior one; Q4 revenue $1.73B adj EPS $0.82 (beat) but operating profit down 8% YoY and margin [---] bps to 16.5%. [----] guide: sales roughly flat EPS $4.10$4.30. Stock was +4% on the day -7% over [--] months. See the buyback and Q4 details in Alpha Analyst: Is the $2B buyback enough to offset the flat R&R outlook in your view https://alpha-analyst.com/insights/masco-mas-2b-buyback-reset-032-dividend-2026"  
[X Link](https://x.com/Alphanalyst/status/2021298623380673006)  2026-02-10T19:02Z [--] followers, [--] engagements


"$HUMA: DOD funding targets Symvess the only FDA-approved human-derived bioengineered blood vessel. Humacyte stated the funding supports biologic vascular repair for warfighters. See the disclosure in Alpha Analyst: https://alpha-analyst.com/insights/symvess-dod-va-pathway-fda-approval-ecat-sales https://alpha-analyst.com/insights/symvess-dod-va-pathway-fda-approval-ecat-sales"  
[X Link](https://x.com/Alphanalyst/status/2020891188727881957)  2026-02-09T16:03Z [--] followers, [---] engagements


"$PLRZ: Biotech is buying 51% of a private aviation firm for $5.8M stock up 6% pre-market. Polyrizon signed an MoU to acquire a 51% stake in Arrow Aviation (air ambulances medevac cargo) for NIS 18M ($5.8M); CEO framed it as diversification into a market headed to $41B+ by [----]. See the acquisition terms in Alpha Analyst: Strategic diversification or distraction from the core pipeline https://alpha-analyst.com/insights/polyrizon-plrz-arrow-aviation-deal-51-mou-explained https://alpha-analyst.com/insights/polyrizon-plrz-arrow-aviation-deal-51-mou-explained"  
[X Link](https://x.com/Alphanalyst/status/2021289563013165439)  2026-02-10T18:26Z [--] followers, [--] engagements


"$ICHR: +35% on strong Q1 guide rev $240M$260M tops Street. Beat Q4 (surprise profit) Q1 guide above Street. Needham $48 Opp $36. See the excerpt in Alpha Analyst: Riding the guide or fading the pop https://alpha-analyst.com/insights/ichor-holdings-ichr-deep-dive-guide-margins-covenants https://alpha-analyst.com/insights/ichor-holdings-ichr-deep-dive-guide-margins-covenants"  
[X Link](https://x.com/Alphanalyst/status/2021320517492539453)  2026-02-10T20:29Z [--] followers, [--] engagements


"$HUM: Q4 loss of $1.01B reveals a costly reset in the Medicare game. Benefit ratio spiked to 93.1% driven by structural mix shifts & [----] Star Ratings headwinds. Yet MA membership growth targets +25% with new members seen as enterprise accretive despite margin pressure. Are these Star-related earnings hits temporary or is Humana setting a new baseline for profitability https://twitter.com/i/web/status/2021615791968313642 https://twitter.com/i/web/status/2021615791968313642"  
[X Link](https://x.com/Alphanalyst/status/2021615791968313642)  2026-02-11T16:02Z [--] followers, [--] engagements


"$QXO: Expanding beyond roofing with a $2.25B play for Kodiakaiming at full project lifecycle dominance. Kodiak brings lumber windows and AI-driven inventory management plus growth in hot markets like Florida/Texas. The deal includes a unique anti-dilution lever and tighter closing controlsclear signs QXO is building an industrial-grade construction supply platform not just buying revenue. Is this the start of a distribution OS transformation or just an acquisitive spree https://twitter.com/i/web/status/2021616360892112942 https://twitter.com/i/web/status/2021616360892112942"  
[X Link](https://x.com/Alphanalyst/status/2021616360892112942)  2026-02-11T16:04Z [--] followers, [--] engagements


"$CBRE: Stock fell 12%+ only eclipsed by Covid & Global Financial Crisis. Despite headline GAAP EPS headwinds from UK pension & fire-safety costs core EPS soared 96% in Q4 [----]. Double-digit revenue growth + $1.7B free cash flow show record momentum underneath. Liquidity $5.7B net leverage 1.24x and $1B+ buybacks signal strong confidence amid market fear of UK legacy risks. Dive deeper into the full breakdown on Alpha Analyst: https://alpha-analyst.com/insights/cbre-stock-plunge-macro-shock-or-earnings-signal https://alpha-analyst.com/insights/cbre-stock-plunge-macro-shock-or-earnings-signal"  
[X Link](https://x.com/anyuser/status/2021964558118605057)  2026-02-12T15:08Z [--] followers, [---] engagements


"@kakashiii111 The supply chain is financing the AI boom. SMCI's $14B AP means suppliers are carrying the working capital not SMCI. That customer gets extended terms while SMCI extends its own. When does the music stop Here's what I found: https://alpha-analyst.com/insights/supply-chain-financing-risk-smci-nvidia-sec-filings https://alpha-analyst.com/insights/supply-chain-financing-risk-smci-nvidia-sec-filings"  
[X Link](https://x.com/Alphanalyst/status/2020906189123457372)  2026-02-09T17:02Z [--] followers, [---] engagements


"$RITR: Three-year strategic partnership with Optimize Integration targets $144M procurement goal in first year as stock surges 31%. Reitar stated that it became the exclusive agent for overseas frozen meat procurement on behalf of Optimize Integration Group with an initial procurement goal of $144M in the first year. See the disclosure in Alpha Analyst: https://alpha-analyst.com/insights/ritroptimize-deal-explained-revenue-vs-cash-flow-risk https://alpha-analyst.com/insights/ritroptimize-deal-explained-revenue-vs-cash-flow-risk"  
[X Link](https://x.com/Alphanalyst/status/2020942526748688837)  2026-02-09T19:27Z [--] followers, [---] engagements


"$PSKY amps pressure on $WBD with $650M quarterly tick & pledges $2.8B breakup fee cover vs $NFLX $83B deal. Paramounts move turns closing delays into cash payouts and removes breakup-fee hurdlesshaking the Netflix takeover's foundation. $WBD board stays firm calling for process & fiduciary review signaling a battle of deal structures not quick surrender. Is this a smart timing & fee squeeze to force Netflix to raise its offer https://twitter.com/i/web/status/2021614956580323508 https://twitter.com/i/web/status/2021614956580323508"  
[X Link](https://x.com/Alphanalyst/status/2021614956580323508)  2026-02-11T15:59Z [--] followers, [---] engagements


"$EL sues $WMT over counterfeit beauty productsa battle over trust in eCommerce. Este Lauder flags fakes as a direct brand & safety risk; Walmart warns marketplace sales carry legal and reputational liability. This fight is about who controls authenticity and pricing power in beauty online. Will enforcement shift trust toward legacy brands or marketplace scale Whats your take https://twitter.com/i/web/status/2021616740518776983 https://twitter.com/i/web/status/2021616740518776983"  
[X Link](https://x.com/Alphanalyst/status/2021616740518776983)  2026-02-11T16:06Z [--] followers, [--] engagements


"$SMR: NuScales 12-module SMR system targets up to [---] MWe with AI-driven fuel management to cut costs across shared fuel pools. NRC licensing under SDA accelerates build timelines. DOEs GAIN program backs collaboration with Oak Ridge to boost multi-reactor efficiency for AI data center demand. Read more in Alpha Analyst: https://alpha-analyst.com/insights/nuscale-smr-ai-fuel-management-economics-moat-permits https://alpha-analyst.com/insights/nuscale-smr-ai-fuel-management-economics-moat-permits"  
[X Link](https://x.com/anyuser/status/2021975505294004596)  2026-02-12T15:51Z [--] followers, [---] engagements


"$APP: Cash king moves AppLovins Q4 [----] Free Cash Flow hit $1.31B fueling $2.58B in buybacks driving per-share compounding in a 66% revenue growth year. Q1 guide targets an 84% Adjusted EBITDA margin signaling durable operating leverage and profitability. Read more in Alpha Analyst: https://alpha-analyst.com/insights/varmas-applovin-stake-fcf-buybacks-84-margin https://alpha-analyst.com/insights/varmas-applovin-stake-fcf-buybacks-84-margin"  
[X Link](https://x.com/anyuser/status/2021978536945373340)  2026-02-12T16:03Z [--] followers, [---] engagements


"$NVCR: FDA approves Optune Pax first pancreatic cancer therapy cleared in nearly [--] years boosting survival to [----] months vs [----] with chemo alone and extending pain progression by [---] months. Device adds manageable skin toxicity but no systemic harm enabling combo scaling. Preliminary [----] revenue hits $655.4M (+8% Y/Y) with $448M cash post $561M debt repayment setting a strong launch foundation and clear path to profitability. Q1 shift to active patient KPIs signals focus on durable growth. Read more in Alpha Analyst:"  
[X Link](https://x.com/anyuser/status/2021980144303288583)  2026-02-12T16:10Z [--] followers, [---] engagements


"$NVCR: FDA approves Optune Pax first pancreatic cancer therapy cleared in nearly [--] years boosting survival to [----] months vs [----] with chemo alone and extending pain progression by [---] months. Device adds manageable skin toxicity but no systemic harm enabling combo scaling. Preliminary [----] revenue hits $655.4M (+8% Y/Y) with $448M cash post $561M debt repayment setting a strong launch foundation and clear path to profitability. Q1 shift to active patient KPIs signals focus on durable growth. Read more in Alpha Analyst:"  
[X Link](https://x.com/anyuser/status/2021980144303288583)  2026-02-12T16:10Z [--] followers, [---] engagements


"$APP: Cash king moves AppLovins Q4 [----] Free Cash Flow hit $1.31B fueling $2.58B in buybacks driving per-share compounding in a 66% revenue growth year. Q1 guide targets an 84% Adjusted EBITDA margin signaling durable operating leverage and profitability. Read more in Alpha Analyst: https://alpha-analyst.com/insights/varmas-applovin-stake-fcf-buybacks-84-margin https://alpha-analyst.com/insights/varmas-applovin-stake-fcf-buybacks-84-margin"  
[X Link](https://x.com/anyuser/status/2021978536945373340)  2026-02-12T16:03Z [--] followers, [---] engagements


"$TGNT: Totaligents LOI for Aetherium Medical signals a non-cash acqui-hire with 10% restricted equity tied to milestones. The deal forms a new subsidiary aimed at bridging biologics commercialization and medical tourism targeting a March [--] close under due diligence and exclusivity terms. Read more in Alpha Analyst: https://alpha-analyst.com/insights/totaligent-aetherium-loi-biologics-pivot-explained https://alpha-analyst.com/insights/totaligent-aetherium-loi-biologics-pivot-explained"  
[X Link](https://x.com/anyuser/status/2021977297943695597)  2026-02-12T15:58Z [--] followers, [--] engagements


"$SMR: NuScales 12-module SMR system targets up to [---] MWe with AI-driven fuel management to cut costs across shared fuel pools. NRC licensing under SDA accelerates build timelines. DOEs GAIN program backs collaboration with Oak Ridge to boost multi-reactor efficiency for AI data center demand. Read more in Alpha Analyst: https://alpha-analyst.com/insights/nuscale-smr-ai-fuel-management-economics-moat-permits https://alpha-analyst.com/insights/nuscale-smr-ai-fuel-management-economics-moat-permits"  
[X Link](https://x.com/anyuser/status/2021975505294004596)  2026-02-12T15:51Z [--] followers, [---] engagements


"$CSCO: Demand strength hides behind cautious margin guidance. Ciscos Q3 outlook shows double-digit order growth $2.1B AI infrastructure wins and a multibillion-dollar campus refresh cycle driving durable pipeline gains. Near-term margins face headwinds but are being managed tactically while cash flow and shareholder returns remain robust. Read the full alpha deep dive in Alpha Analyst: https://alpha-analyst.com/insights/cisco-q3-fy2026-guidance-orders-surge-ai-demand https://alpha-analyst.com/insights/cisco-q3-fy2026-guidance-orders-surge-ai-demand"  
[X Link](https://x.com/anyuser/status/2021972891999297924)  2026-02-12T15:41Z [--] followers, [--] engagements


"$NBIS: Real operating leverage emerges as Q4 adjusted EBITDA turns positive at $15M while cost of revenue dips to 30% of sales vs 60% last year. Core AI cloud posts $51.8M EBITDA at 24% margin powering growth amid massive data center expansion. Read more in Alpha Analyst: https://alpha-analyst.com/insights/nebius-q4-2025-earnings-ai-cloud-profit-arr-capex https://alpha-analyst.com/insights/nebius-q4-2025-earnings-ai-cloud-profit-arr-capex"  
[X Link](https://x.com/anyuser/status/2021970868935537017)  2026-02-12T15:33Z [--] followers, [---] engagements


"$OLED: Q2 strength driven by rising royalties not volume. Royalty & license fees climbed 27% YoY to $75.7M boosting margins to 77% even as material sales fell. Management highlights growing OLED use across IT consumer electronics and automotive. They raised [----] revenue floor to $650M signaling confidence. Operating income rose on mix and licensing leverage backed by strong cash and expanding Ireland capacity. Read the full alpha in Alpha Analyst: https://alpha-analyst.com/insights/universal-display-oled-q2-2025-royalties-surge"  
[X Link](https://x.com/anyuser/status/2021969298529386888)  2026-02-12T15:27Z [--] followers, [--] engagements


"$FSLY: Fastlys Q4 signals a real operating inflection shifting from turnaround to scalable growth. Security revenue now makes up 20% of total sales pushing mix quality higher. Record $353.8M backlog (+55% Y/Y) and 110% net retention highlight strong demand and expansion inside customers. FY2026 guidance shows growth with embedded profitability. Read the full breakdown in Alpha Analyst: https://alpha-analyst.com/insights/fastly-q4-results-security-growth-rpo-2026-guide https://alpha-analyst.com/insights/fastly-q4-results-security-growth-rpo-2026-guide"  
[X Link](https://x.com/anyuser/status/2021966362847936698)  2026-02-12T15:15Z [--] followers, [--] engagements


"$CBRE: Stock fell 12%+ only eclipsed by Covid & Global Financial Crisis. Despite headline GAAP EPS headwinds from UK pension & fire-safety costs core EPS soared 96% in Q4 [----]. Double-digit revenue growth + $1.7B free cash flow show record momentum underneath. Liquidity $5.7B net leverage 1.24x and $1B+ buybacks signal strong confidence amid market fear of UK legacy risks. Dive deeper into the full breakdown on Alpha Analyst: https://alpha-analyst.com/insights/cbre-stock-plunge-macro-shock-or-earnings-signal https://alpha-analyst.com/insights/cbre-stock-plunge-macro-shock-or-earnings-signal"  
[X Link](https://x.com/anyuser/status/2021964558118605057)  2026-02-12T15:08Z [--] followers, [---] engagements


"Magnificent 7s Cash Position: Google $GOOGL: $126B Amazon $Amzn: $123B Microsoft $MSFT: $89B Meta $META: $81B Apple $AAPL: $67B Nvidia $NVDA: $60B Tesla $TSLA: $44B"  
[X Link](https://x.com/anyuser/status/2021615594328486340)  2026-02-11T16:01Z 47.1K followers, 66.9K engagements


"Bill Ackman just revealed a position in $META. Not because its cheap. Because the business is compounding. Meta isnt just a social media company anymore: 3B+ users = unmatched ad scale AI is lifting engagement and ad ROI First-party data = pricing power Cost discipline post Year of Efficiency Heavy AI spend now earnings leverage later This is one of the clearest AI monetisation stories in big tech. Ackman isnt buying hype. Hes buying the cash flow engine behind it. Good move https://twitter.com/i/web/status/2021622873966678123 https://twitter.com/i/web/status/2021622873966678123"  
[X Link](https://x.com/anyuser/status/2021622873966678123)  2026-02-11T16:30Z 68.9K followers, 59.6K engagements


"BILL ACKMAN REVEALS NEW $META POSITION"  
[X Link](https://x.com/anyuser/status/2021615363222544465)  2026-02-11T16:00Z 60.9K followers, 69.9K engagements


"JUST IN: $76B Robinhood launches its own chain an Ethereum L2 built on Arbitrum. Its public testnet is now live"  
[X Link](https://x.com/anyuser/status/2021451212952867107)  2026-02-11T05:08Z 2.4M followers, 260.4K engagements


"RT @MF_Camillus: It turns out ppl who understand software better (Anthropic for instance) are speaking with their wallets And the message"  
[X Link](https://x.com/anyuser/status/2021629084418404628)  2026-02-11T16:55Z [--] followers, [--] engagements


"It turns out ppl who understand software better (Anthropic for instance) are speaking with their wallets And the message is quite different than what you hear from armchair "software specialists". $DDOG Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are lower bc the potential for AI disruption lowers predictability of future cash flows. This only changes if they show how AI is accelerating their core biz. 📈🧐 Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are"  
[X Link](https://x.com/anyuser/status/2021538429688025144)  2026-02-11T10:54Z [----] followers, 11.7K engagements


"Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are lower bc the potential for AI disruption lowers predictability of future cash flows. This only changes if they show how AI is accelerating their core biz. 📈🧐 Brad Gerstner (@altcap) joined CNBCs Halftime Report with Scott Wapner (@ScottWapnerCNBC) to address the software selloff. In a moment of exponential change investors say fog of war and put application software in the too hard bucket not because theyre missing https://t.co/Lj479pJK3V Brad Gerstner (@altcap) joined CNBCs"  
[X Link](https://x.com/anyuser/status/2019927598537838985)  2026-02-07T00:14Z 194.9K followers, 216K engagements


"$VRT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.88B (Est. $2.89B) 🟡; +23% YoY 🔹 EPS: $1.14 (Est. $1.30) 🟡 🔹 Backlog: $15.0B; +109% YoY 🔹 Organic Orders: +252% YoY; book-to-bill 2.9x 🔹 Adj. Free Cash Flow: $910M; +151% YoY FY Guide: 🔹 Revenue: $13.25B$13.75B (Est. $12.39B) 🟢 🔹 Adj. EPS: $5.97$6.07 (Est. $5.33) 🟢 🔹 Diluted EPS: $5.27$5.37 🔹 Adj. Free Cash Flow: $2.1B$2.3B Q1 Guide: 🔹 Revenue: $2.5B$2.7B (Est. $2.56B) 🟡 🔹 Adj. EPS: $0.95$1.01 (Est. $0.96) 🟡 🔹 Adj. Operating Margin: 18.5%19.5% Financials: 🔹 Adj. Operating Margin: 23.2%; +170 bps YoY 🔹 Operating Cash Flow: $1005M;"  
[X Link](https://x.com/anyuser/status/2021540436129796195)  2026-02-11T11:02Z 126.1K followers, 38.6K engagements


"$TSM is an absolute monster"  
[X Link](https://x.com/anyuser/status/2021595871796736303)  2026-02-11T14:43Z 20.4K followers, 10.1K engagements


"$MU +6% premarket after saying at the Wolfe conference its financial outlook has strengthened since its last earnings call and that its HBM performance/yields are fine (transcript via Quartr)"  
[X Link](https://x.com/anyuser/status/2021586464207687860)  2026-02-11T14:05Z 24.1K followers, 15K engagements


"RT @FluentInFinance: OpenAI needs to raise at least $207 billion by [----] so it can continue to lose money HSBC estimated"  
[X Link](https://x.com/anyuser/status/2021622749698183231)  2026-02-11T16:29Z [--] followers, [---] engagements


"OpenAI needs to raise at least $207 billion by [----] so it can continue to lose money HSBC estimated. OpenAI predicts a $14 billion loss in [----] per PCGamer. OpenAI predicts a $14 billion loss in [----] per PCGamer"  
[X Link](https://x.com/anyuser/status/2021599673996185837)  2026-02-11T14:58Z 446.2K followers, 112.3K engagements


"OpenAI predicts a $14 billion loss in [----] per PCGamer"  
[X Link](https://x.com/anyuser/status/2021559089701233025)  2026-02-11T12:17Z 3.2M followers, 624.2K engagements


"This isnt a honeypot Its the tel aviv stock market exchange"  
[X Link](https://x.com/anyuser/status/2021563289155838134)  2026-02-11T12:33Z [----] followers, 280.8K engagements

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