#  @CHItraders CHItrader Several companies have recently reported earnings, with many beating expectations, including Thermo Fisher Scientific, Valero Energy, and Universal Health Services. Exxon Mobil has made announcements regarding a project in Greece and a bond offering. Additionally, tech companies such as Apple, Amazon, and Google are making advancements in AI, with Apple planning to use a Google AI model to power Siri. ### Engagements: [------] [#](/creator/twitter::185663478/interactions)  - [--] Week [-------] +18% - [--] Month [---------] -28% - [--] Months [---------] +78% - [--] Year [----------] +537% ### Mentions: [---] [#](/creator/twitter::185663478/posts_active)  - [--] Week [-----] +6.50% - [--] Month [-----] +23% - [--] Months [------] +31% - [--] Year [------] +302% ### Followers: [-----] [#](/creator/twitter::185663478/followers)  - [--] Week [-----] +0.75% - [--] Month [-----] +5.40% - [--] Months [-----] +35% - [--] Year [-----] +153% ### CreatorRank: [-------] [#](/creator/twitter::185663478/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #4706 [finance](/list/finance) 31.96% [technology brands](/list/technology-brands) 19.21% [cryptocurrencies](/list/cryptocurrencies) #6533 [countries](/list/countries) 10.23% [automotive brands](/list/automotive-brands) 4.37% [currencies](/list/currencies) 4.13% [financial services](/list/financial-services) #682 [exchanges](/list/exchanges) #1939 [social networks](/list/social-networks) 1.26% **Social topic influence** [quarterly earnings](/topic/quarterly-earnings) #40, [ai](/topic/ai) 7.48%, [beat](/topic/beat) #51, [eps](/topic/eps) #39, [$spy](/topic/$spy) #258, [target](/topic/target) #1263, [ceo](/topic/ceo) #3638, [strong](/topic/strong) #2749, [$googl](/topic/$googl) #2663, [up to](/topic/up-to) 2.75% **Top accounts mentioned or mentioned by** [@jedimarkus77](/creator/undefined) [@queenofmomo](/creator/undefined) [@keithhambone](/creator/undefined) [@girthyb](/creator/undefined) [@winnerinvestor](/creator/undefined) [@saynototrading](/creator/undefined) [@deitaone](/creator/undefined) [@cfromhertz](/creator/undefined) [@cajunvetx](/creator/undefined) [@elonmusk](/creator/undefined) [@grok](/creator/undefined) [@chain_alphax](/creator/undefined) [@breaking911](/creator/undefined) [@01stocksavage](/creator/undefined) [@jhenthorn](/creator/undefined) [@cryptocobain](/creator/undefined) [@costco](/creator/undefined) [@michaeljburry](/creator/undefined) [@fedprom](/creator/undefined) [@ifindretards](/creator/undefined) **Top assets mentioned** [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Apple, Inc. (AAPL)](/topic/$aapl) [Mario Coin (COIN)](/topic/$coin) [Tesla, Inc. (TSLA)](/topic/$tsla) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Novo-Nordisk (NVO)](/topic/$nvo) [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Alibaba Group (BABA)](/topic/$baba) [Netflix Inc (NFLX)](/topic/$nflx) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Eli Lilly and Company (LLY)](/topic/$lly) [Cisco Systems Inc (CSCO)](/topic/$csco) [Micron Technology, Inc. (MU)](/topic/$mu) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Boeing Co (BA)](/topic/$ba) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Oracle Corporation (ORCL)](/topic/$orcl) [McDonald's Corp (MCD)](/topic/$mcd) [Snap, Inc. (SNAP)](/topic/$snap) [Stellantis N.V. (STLA)](/topic/$stla) [T-Mobile (TMUS)](/topic/$tmus) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [TotalEnergies SE (TTE)](/topic/$tte) [CME Group Inc (CME)](/topic/$cme) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Toyota Motor Corporation (TM)](/topic/$tm) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Spotify Technology (SPOT)](/topic/$spot) [Goldman Sachs (GS)](/topic/goldman-sachs) [Arista Networks Inc (ANET)](/topic/$anet) [KKR & Co, Inc. (KKR)](/topic/$kkr) [2131KOBUSHIDE (21)](/topic/$21) [Sandisk Corporation (SNDK)](/topic/$sndk) ### Top Social Posts Top posts by engagements in the last [--] hours "📊 $WEX Q4 EARNINGS +3.26% ✅ Earnings Beat Adj. EPS: $4.11 YoY: 15.13% (from $3.57) ✅ Revenue Beat Sales: $672.90M YoY: 5.72% (from $636.50M) 📊 $WEX Q1 GUIDANCE 🔹 Adj. EPS: $3.80$4.00 (vs $4.02 est) 🔹 Sales: $650.0M$670.0M (vs $663.60M est)" [X Link](https://x.com/CHItraders/status/2019163061890773252) 2026-02-04T21:36Z [----] followers, [---] engagements "📊 SharkNinja $SN Quarterly Earnings ✅ Earnings Beat Adj. EPS: $1.93 YoY: 37.86% (from $1.40) ✅ Revenue Beat Sales: $2.101B YoY: 17.57% (from $1.787B)" [X Link](https://x.com/CHItraders/status/2021564889647726854) 2026-02-11T12:40Z [----] followers, [---] engagements "@Breaking911 Who Lol" [X Link](https://x.com/anyuser/status/1084151495044620288) 2019-01-12T18:13Z [----] followers, [--] engagements "@01stocksavage @DeItaone They are taxed. Its still not their responsibility to handout their cash to others. 🤦🏻♂" [X Link](https://x.com/anyuser/status/1376897629104304133) 2021-03-30T14:02Z [----] followers, [--] engagements "@jhenthorn @CryptoCobain" [X Link](https://x.com/anyuser/status/1393014002893078529) 2021-05-14T01:23Z [----] followers, [--] engagements "📊 Sierra $BSRR Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.72 YoY: 2.7% (from $0.74) ✅ Revenue Beat Sales: $40.0M YoY: 3.8% (from $38.6M)" [X Link](https://x.com/CHItraders/status/1982783744743244002) 2025-10-27T12:17Z [----] followers, [---] engagements "📊 MNTN $MNTN Q3 [----] Earnings ✅ Earnings Beat Adj. EPS: $0.08 YoY: 128.6% (from $(0.28)) ❌ Revenue Miss Sales: $70.0M YoY: 22.6% (from $57.1M)" [X Link](https://x.com/CHItraders/status/1985820304778936782) 2025-11-04T21:23Z [----] followers, [---] engagements "📊 Expensify $EXFY Q3 Earnings -4.32% ❌ Earnings Miss Adj. EPS: $(0.03) YoY: 150% (from $0.06) ❌ Revenue Miss Sales: $35.065M YoY: 0.97% (from $35.409M)" [X Link](https://x.com/CHItraders/status/1986539539758780810) 2025-11-06T21:01Z [----] followers, [---] engagements "📊 TTEC Holdings $TTEC Q3 Earnings -3.17% ❌ Earnings Miss Adj. EPS: $0.12 YoY: 9.09% (from $0.11) ✅ Revenue Beat Sales: $519.143M YoY: 1.94% (from $529.427M)" [X Link](https://x.com/CHItraders/status/1986543359322714495) 2025-11-06T21:16Z [----] followers, [---] engagements "$TGT Target Lowers Prices On [----] Food Beverage And Essential Items Brings Back Thanksgiving Dinner For Under $5 Per Person And Donates $500000 To Feeding America To Provide Five Million Meals Nationwide" [X Link](https://x.com/CHItraders/status/1988207152260149589) 2025-11-11T11:28Z [----] followers, [----] engagements "📊 CI&T $CINT Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.09 YoY: 28.6% (from $0.07) ✅ Revenue Beat Sales: $127.31M YoY: 13.5% (from $112.16M)" [X Link](https://x.com/CHItraders/status/1988716868522373569) 2025-11-12T21:13Z [----] followers, [---] engagements "📊 Via Transportation $VIA Q3 Earnings ❌ Earnings Miss Adj. EPS: -$1.49 YoY: 12.35% (from -$1.70) ✅ Revenue Beat Sales: $109.653M YoY: 31.61% (from $83.314M)" [X Link](https://x.com/CHItraders/status/1989339528138756450) 2025-11-14T14:27Z [----] followers, [---] engagements "📊 BBB Foods $TBBB Q3 Earnings ❌ Earnings Miss Adj. EPS: $(0.66) YoY: 760% (from $0.10) ❌ Revenue Miss Sales: $1.089B YoY: 38.87% (from $784.204M)" [X Link](https://x.com/CHItraders/status/1991261659944374772) 2025-11-19T21:45Z [----] followers, [---] engagements "📊 Jewett-Cameron Trading $JCTC Q4 [----] Earnings ❌ Earnings Miss Adj. EPS: $(0.64) YoY: 1180% (from $(0.05)) ❌ Revenue Miss / Decline Sales: $10.37M YoY: 21.43% (from $13.20M)" [X Link](https://x.com/CHItraders/status/1995604954111979671) 2025-12-01T21:24Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $ACHC Market Perform at Leerink; PT $14 🔹 $APLT Market Perform at Leerink; PT $1 🔹 $AUPH Market Perform at Leerink; PT $16 🔹 $BHVN Neutral at HC Wainwright; PT $11 🔹 $BMRN Market Perform at Leerink; PT $60 🔹 $CHTR Strong Sell at CFRA 🔹 $CGNX Underweight at JPMorgan; PT $35 🔹 $IFRX Market Perform at Leerink; PT $2 🔹 $JAMF Market Perform at Citizens 🔹 $PSTG Neutral at Susquehanna; PT $100 🔹 $REGN Equal-Weight at Morgan Stanley; PT $767 🔹 $W Hold at Jefferies; PT $94 https://twitter.com/i/web/status/1996192599623745642" [X Link](https://x.com/CHItraders/status/1996192599623745642) 2025-12-03T12:19Z [----] followers, [---] engagements "$PLRX $MRX Pliant Cancer Drug Boosts Responses When Paired With Merck's Blockbuster Keytruda In Tough-To-Treat Tumors" [X Link](https://x.com/CHItraders/status/1996654450275164378) 2025-12-04T18:54Z [----] followers, [---] engagements "📊 ServiceTitan $TTAN Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.24 YoY: 900% (from $(0.03)) ✅ Revenue Beat Sales: $249.20M YoY: 25.05% (from $199.28M)" [X Link](https://x.com/CHItraders/status/1996707493209051163) 2025-12-04T22:25Z [----] followers, [---] engagements "$BORR $NE Noble Corp To Sell Six Jackups For $424M Including $360M Deal With Borr Drilling And A Separate Transaction For The Sale Of One Rig To Ocean Oilfield Drilling For $64M In Cash" [X Link](https://x.com/CHItraders/status/1998149918905499740) 2025-12-08T21:57Z [----] followers, [---] engagements "$DDD 3D Systems To Exchange An Aggregate Principa Amount Of $31 Million Of [----] Notes For 16.6M Shares" [X Link](https://x.com/CHItraders/status/1998380754032545994) 2025-12-09T13:14Z [----] followers, [---] engagements "$DDD 3D Systems Announced That The U.S. Food And Drug Administration Has Granted 510(K) Clearance Expanding The Indications For Its VSP Orthopedics Virtual Surgical Planning And Patient-specific Instrumentation Platform To Include Skeletally Mature Adolescents Of Normal Bone Stature In Addition To Adults https://twitter.com/i/web/status/2000545012363186318 https://twitter.com/i/web/status/2000545012363186318" [X Link](https://x.com/CHItraders/status/2000545012363186318) 2025-12-15T12:34Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $AVTR Underperform at Jefferies; PT $9 🔹 $BALY Underweight at Barclays; PT $11 🔹 $BF.B Sell at Citi; PT $27 🔹 $CLVT Underweight at Morgan Stanley; PT $3 🔹 $CYBR Neutral at JPMorgan; PT $474 🔹 $FTNT Underweight at JPMorgan; PT $75 🔹 $JNJ Hold at CFRA; PT $222 🔹 $KDP Hold at Jefferies; PT $32 🔹 $MGM Equalweight at Barclays; PT $38 🔹 $PVH Market Perform at Telsey; PT $82 🔹 $SQ Equal Weight at Wells Fargo; PT $7 🔹 $STZ Hold at Jefferies; PT $154 🔹 $WTRG Underweight at Barclays; PT $38 https://twitter.com/i/web/status/2001278285234204960" [X Link](https://x.com/CHItraders/status/2001278285234204960) 2025-12-17T13:08Z [----] followers, [---] engagements "$ENVA WEEKLY BREAKDOWN 🔹 Drifted from $163.00 to $163.85 🔹 Weekly move: +0.5% 🔹 Vibe: Flat-with-a-pulse. Stock went nowhere and politely stayed expensive. WHATS DRIVING / DRAGGING IT 🔹 Prior rally already did the heavy lifting 🔹 No new catalysts so price just hovered 🔹 Buyers defended the $160+ area without enthusiasm 🔹 Sellers tried failed and went home 🔹 Credit/fintech backdrop stayed neutral all week OPTIONS IMPLIED VOL 🔹 30-day IV: Moderately elevated but compressing 🔹 Vol pricing says range-bound boredom 🔹 Implied weekly move: Low single digits 🔹 Premiums fading as drama" [X Link](https://x.com/CHItraders/status/2002888031695483158) 2025-12-21T23:44Z [----] followers, [---] engagements "$EDEN State Department Clears $951M Potential Sale Of Advanced Medium Range Air-To-Air Missiles And Equipment To Denmark" [X Link](https://x.com/CHItraders/status/2003460119242441042) 2025-12-23T13:38Z [----] followers, [---] engagements "$GL SETS UP BERMUDA REINSURANCE ARM 🔹 $GL establishes Globe Life Re licensed as a Bermuda Class C insurer 🔹 New unit to provide reinsurance support for affiliated insurance businesses 🔹 Will write quota share reinsurance taking proportional risk on select policies 🔹 Transactions conducted at arms length 🔹 Subject to full regulatory oversight https://twitter.com/i/web/status/2003793569962688896 https://twitter.com/i/web/status/2003793569962688896" [X Link](https://x.com/CHItraders/status/2003793569962688896) 2025-12-24T11:43Z [----] followers, [---] engagements "$NMAX Newsmax Signs Multi-Year Distribution Deals With Major TV Distributors Throughout Europe Eastern Mediterranean" [X Link](https://x.com/CHItraders/status/2005635284713779627) 2025-12-29T13:41Z [----] followers, [---] engagements "$CHAI Core AI Announces Agreement To Divest Siyata Mobile And Its Subsidiaries For Initial Consideration Of $100K In Cash And Earn Out Considerations" [X Link](https://x.com/CHItraders/status/2005635333841625248) 2025-12-29T13:41Z [----] followers, [---] engagements "$CWT California Water Service Secures CPUC Approval For Temporary Rate Adjustments Amid Delayed General Rate Case Decision" [X Link](https://x.com/CHItraders/status/2005946590708515097) 2025-12-30T10:18Z [----] followers, [---] engagements "INITIATIONS 🔹 $LMRI Overweight/Outperform across multiple firms; PT $2223 🔹 $SBET Overweight at Cantor; PT $15 🔹 $VTVT Buy at TD Cowen; PT $67 🔹 $WAT Outperform at William Blair" [X Link](https://x.com/CHItraders/status/2008153739387916301) 2026-01-05T12:28Z [----] followers, [---] engagements "$COYA FDA IND ACCEPTED 🔹 FDA accepts IND for COYA [---] in frontotemporal dementia 🔹 Targets Treg function in neurodegenerative disease 🔹 FTD has no approved disease-modifying treatments 🔹 Clears path to begin clinical development" [X Link](https://x.com/CHItraders/status/2008164308929434052) 2026-01-05T13:10Z [----] followers, [---] engagements "$OLED Universal Display Signs Agreements With Tianma To Provide UniversalPHOLED Phosphorescent OLED Materials Technologies to Tianma" [X Link](https://x.com/CHItraders/status/2008287554714337684) 2026-01-05T21:20Z [----] followers, [---] engagements "FINANCIALS 🔹 $JEF tied to creditor dispute in First Brands bankruptcy 🔹 Bitcoin options show traders targeting $100k 🔹 $UNCRY lifts Alpha Bank stake to 29.8%" [X Link](https://x.com/CHItraders/status/2008505237871718881) 2026-01-06T11:45Z [----] followers, [---] engagements "$GRMN EXPANDS AUTO TECH WITH $QCOM 🔹 Unveils Nexus automotive HPC platform at CES [----] 🔹 Powered by $QCOM Snapdragon Elite for automotive 🔹 Up to 6x more compute consolidates infotainment clusters ADAS 🔹 Targets [----] programs with scalable ASIL-compliant autonomy support" [X Link](https://x.com/CHItraders/status/2008509283630297355) 2026-01-06T12:01Z [----] followers, [---] engagements "$LLY $VTYX Eli Lilly is in advanced talks to acquire Ventyx Biosciences for more than USD 1bln" [X Link](https://x.com/CHItraders/status/2008644200062124187) 2026-01-06T20:57Z [----] followers, [----] engagements "📉 DOWNGRADES 🔹 $AFYA Neutral at JPMorgan; PT $22 🔹 $ALRS Market Perform at Hovde Group 🔹 $AJG Neutral at Piper Sandler; PT $272 🔹 $ASTS Sector Underperform at Scotiabank 🔹 $AXTA Neutral at Baird; PT $35 🔹 $BCSF Equal-Weight at Wells Fargo; PT $14 🔹 $BAC Peerperform at Wolfe 🔹 $BBAI Neutral at Cantor; PT $6 🔹 $BJ Underweight at Barclays; PT $90 🔹 $BXSL Underweight at Wells Fargo; PT $24 🔹 $COFS Market Perform at Hovde Group 🔹 $CLF Sector Weight at KeyBanc 🔹 $CROX Neutral at Baird; PT $100 🔹 $DECK Underweight at Piper Sandler; PT $85 🔹 $DECK Neutral at Baird; PT $125 🔹 $FIHL" [X Link](https://x.com/CHItraders/status/2008878815150235886) 2026-01-07T12:30Z [----] followers, [---] engagements "$KKR SLIPS AFTER DATA CENTER BET $KKR shares trade lower after unveiling a fresh $1.5B equity investment into European data center platform GTR. 🔹 Funds AI-ready high-density data center expansion 🔹 Oak Hill joins with $400M commitment 🔹 Capital deployed via infra strategy not buybacks 🔹 Heavy capex headline spooks near-term traders 🔹 Long-term AI and cloud demand still the core pitch https://twitter.com/i/web/status/2008965112808263889 https://twitter.com/i/web/status/2008965112808263889" [X Link](https://x.com/CHItraders/status/2008965112808263889) 2026-01-07T18:13Z [----] followers, [---] engagements "Resources Connection $RGP Q2 Earnings -0.76% ✅ Earnings Beat Adj. EPS: $0.06 YoY: 66.7% (from $0.18) Est: $0.02 ❌ Revenue Miss Sales: $117.732M YoY: 19.2% (from $145.618M) Est: $124.125M" [X Link](https://x.com/CHItraders/status/2009010597791453233) 2026-01-07T21:13Z [----] followers, [---] engagements "📊 Helen Of Troy $HELE Q3 Earnings 🔹 Earnings Inline Adj. EPS: $1.71 YoY: 36.0% (from $2.67) ✅ Revenue Beat Sales: $512.83M YoY: 3.4% (from $530.71M)" [X Link](https://x.com/CHItraders/status/2009234428699271318) 2026-01-08T12:03Z [----] followers, [---] engagements "$LUCY Innovative Eyewear 10%+ Shareholder Vladimir Galkin Reported Purchase Of [------] Shares @ Avg Price Of $1.79/Share In Form [--] Filing On Wednesday" [X Link](https://x.com/CHItraders/status/2009243232493072708) 2026-01-08T12:38Z [----] followers, [---] engagements "DOWNGRADES 🔹 $ABBV Peerperform at Wolfe 🔹 $ABSI Equal-Weight at Morgan Stanley; PT $4.32 🔹 $AA Underweight at JPMorgan; PT $50 🔹 $AMH Neutral at Mizuho; PT $32 🔹 $RCUS Equal-Weight at Morgan Stanley; PT $20 🔹 $AXSM Equal-Weight at Morgan Stanley 🔹 $BALL Equal-Weight at Morgan Stanley; PT $63 🔹 $BBWI Hold at Deutsche Bank; PT $21 🔹 $BWA Neutral at Piper Sandler 🔹 $BURL Hold at Deutsche Bank; PT $318 🔹 $CPRI Neutral at Goldman; PT $27 🔹 $CMG Hold at Gordon Haskett 🔹 $CLVT Neutral at Goldman; PT $3.60 🔹 $CWAN Equal-Weight at Wells Fargo 🔹 $CTNM Equal-Weight at Morgan Stanley 🔹" [X Link](https://x.com/CHItraders/status/2009247386472706479) 2026-01-08T12:54Z [----] followers, [---] engagements "INITIATIONS / REINSTATEMENTS 🔹 $ALLY Buy at UBS; PT $56 🔹 $BCAX Buy at BTIG; PT $28 🔹 $BFH Buy at UBS; PT $92 🔹 $BHLL Buy at Roth Capital 🔹 $EVMN Strong Buy at Raymond James; PT $40 🔹 $FIG Hold at Stifel; PT $40 🔹 $INTU Buy at TD Cowen; PT $802 🔹 $PII Buy at Seaport Global; PT $83 🔹 $TYL Buy at Stifel; PT $550 https://twitter.com/i/web/status/2009247421209977011 https://twitter.com/i/web/status/2009247421209977011" [X Link](https://x.com/CHItraders/status/2009247421209977011) 2026-01-08T12:54Z [----] followers, [---] engagements "INITIATIONS / REINSTATEMENTS 🔹 $ARE Equal-Weight at Morgan Stanley 🔹 $AUNA Buy at Inteligo; PT $10.90 🔹 $ADSK Buy at Redburn; PT $375 🔹 $BWMN Neutral at JPMorgan; PT $40 🔹 $BBOT Outperform at Raymond James; PT $24 🔹 $CAVA Outperform at Telsey; PT $85 🔹 $CMG Reinstated Outperform at Telsey; PT $50 🔹 $CTEV Equal-Weight at Wells Fargo; PT $33 🔹 $ED Hold at TD Cowen; PT $105 🔹 $CEG Buy at TD Cowen; PT $440 🔹 $CRGY Market Perform at BMO; PT $10 🔹 $D Hold at TD Cowen; PT $65 🔹 $DOCS Outperform at RBC; PT $59 🔹 $DKNG Hold at Texas Capital; PT $39 🔹 $ETR Buy at TD Cowen; PT $108 🔹" [X Link](https://x.com/CHItraders/status/2009605538477199611) 2026-01-09T12:37Z [----] followers, [---] engagements "PREDICTION MARKETS GO MAINSTREAM IN [----] $CME is quietly sitting in a tight range while prediction markets move from sideshow to signal and Danny Moses says ignoring them now is how investors get blindsided. 🔹 Liquidity is finally showing up turning event contracts from novelty into something tradable 🔹 Moses says betting on outcomes is no different than picking stocks to express a theme 🔹 Big money is validating it with ICE investing billions and $CME partnering with FanDuel 🔹 Polymarket and Kalshi pulling multi-billion-dollar valuations not hobby pricing 🔹 Moses now checks prediction" [X Link](https://x.com/CHItraders/status/2009634037321580880) 2026-01-09T14:31Z [----] followers, [---] engagements "NUVL MAPS [----] LAUNCH PLAN $NUVL is lining up its first real shot at selling something not just promising it. 🔹 Targets U.S. launch of zidesamtinib for ROS1+ lung cancer in [----] pending FDA 🔹 Plans label expansion into TKI-nave ROS1 patients later in [----] 🔹 Filing NDA for neladalkib in ALK+ lung cancer in early [----] 🔹 Running multiple trials across ROS1 ALK and HER2 lung cancers 🔹 Teasing a brand-new drug candidate by year-end [----] 🔹 Sitting on $1.4B cash says runway lasts into [----] https://twitter.com/i/web/status/2010677471255896309 https://twitter.com/i/web/status/2010677471255896309" [X Link](https://x.com/CHItraders/status/2010677471255896309) 2026-01-12T11:37Z [----] followers, [---] engagements "ABBV BUYS ARIZONA FACTORY $ABBV is buying a device plant from $WST to make more of its own drug gear in-house. 🔹 Grabbing a Tempe AZ manufacturing site plus device IP 🔹 Hiring [---] workers at the site 🔹 Spending $175M+ to buy and modernize it 🔹 Adds injector tech for immunology and neuroscience drugs 🔹 Part of $10B U.S. manufacturing push over [--] years 🔹 Deal expected to close mid-2026 https://twitter.com/i/web/status/2010678219431657690 https://twitter.com/i/web/status/2010678219431657690" [X Link](https://x.com/CHItraders/status/2010678219431657690) 2026-01-12T11:40Z [----] followers, [---] engagements "FINANCIALS 🔹 Trump calls for 10% cap on credit card rates 🔹 $DB India unit draws bids from Kotak Federal Bank 🔹 $PRU considers selling India asset manager 🔹 $KKR COO steps down 🔹 $COIN warns lawmakers over stablecoin rewards" [X Link](https://x.com/CHItraders/status/2010683204777173246) 2026-01-12T12:00Z [----] followers, [---] engagements "$CYD China Yuchai Acquires 27.97% Stake In Nanyue Diankong For RMB 176.2M ($25M) To Strengthen Powertrain Supply Chain" [X Link](https://x.com/CHItraders/status/2010687205602189472) 2026-01-12T12:16Z [----] followers, [---] engagements "$CRWV $CORZ CoreWeave Partner Core Scientific Surges In Momentum After BTIG Says 'Dust Settled' On Merger Rejection Upgrades The Stock" [X Link](https://x.com/CHItraders/status/2010687254537052457) 2026-01-12T12:16Z [----] followers, [---] engagements "📈 UPGRADES 🔹 $AEIS Positive at Susquehanna; PT $300 🔹 $ABNB Buy at B Riley; PT $170 🔹 $AKAM Overweight at Morgan Stanley; PT $115 🔹 $ALB Sector Outperform at Scotiabank; PT $200 🔹 $APH Overweight at Barclays 🔹 $APPN Overweight at Morgan Stanley 🔹 $AMAT Positive at Susquehanna; PT $400 🔹 $CMCSA Buy at BofA; PT $37 🔹 $COP Overweight at Wells Fargo; PT $132 🔹 $CRNX Buy at Goldman; PT $67 🔹 $DDOG Overweight at Morgan Stanley; PT $180 🔹 $FRO Buy at Clarksons; PT $28.33 🔹 $FWONA Outperform at Bernstein; PT $111 🔹 $OPRT Neutral at JPMorgan; PT $5.50 🔹 $PEB Outperform at Baird; PT $15" [X Link](https://x.com/CHItraders/status/2010697269381583260) 2026-01-12T12:56Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $ALL Hold at TD Cowen; PT $231 🔹 $AEP Neutral at BofA 🔹 $AMWD Neutral at Baird; PT $60 🔹 $AMKR Neutral at UBS; PT $55 🔹 $AROW Market Perform at Hovde 🔹 $AXTA Neutral at UBS; PT $35 🔹 $BC Hold at Texas Capital; PT $90 🔹 $CRWD Sector Weight at KeyBanc 🔹 $DDOG Sell at Goldman 🔹 $DV Equal-Weight at Barclays; PT $12 🔹 $GTLB Equal-Weight at Morgan Stanley; PT $42 🔹 $GTLB Underweight at Barclays; PT $34 🔹 $HTB Market Perform at Hovde 🔹 $NTNX Equal-Weight at Morgan Stanley 🔹 $OMF Underweight at JPMorgan; PT $65 🔹 $PRM Neutral at UBS; PT $31 🔹 $RRC Equal-Weight at" [X Link](https://x.com/CHItraders/status/2010697320044613993) 2026-01-12T12:56Z [----] followers, [---] engagements "$VMAR Vision Marine Technologies Announces 1-For-40 Reverse Stock Split Effective Jan. 14" [X Link](https://x.com/CHItraders/status/2010708130682786213) 2026-01-12T13:39Z [----] followers, [---] engagements "PACBIO TEAMS UP FOR ULTRA-RARE DISEASE PUSH $PACB plans a strategic collaboration with n-Lorem and EspeRare to use long-read genome sequencing to support custom ASO therapies for ultra-rare diseases. 🔹 Long-read sequencing used to design ASO therapies 🔹 Targets variants missed by standard sequencing 🔹 Aims to cut testing steps and speed validation 🔹 PacBio donating reagents and scientific support 🔹 Goal is faster path from genome to treatment https://twitter.com/i/web/status/2010719526514499600 https://twitter.com/i/web/status/2010719526514499600" [X Link](https://x.com/CHItraders/status/2010719526514499600) 2026-01-12T14:24Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $ADBE Market Perform at Oppenheimer 🔹 $AA Equal-Weight at Wells Fargo; PT $71 🔹 $AJG Market Perform at BMO; PT $275 🔹 $ASTS Neutral at B Riley; PT $105 🔹 $ATRA Hold at Canaccord; PT $6 🔹 $BSY Neutral at Piper Sandler; PT $45 🔹 $CHTR Underweight at Wells Fargo 🔹 $CRH Equal-Weight at Wells Fargo; PT $138 🔹 $FDX Neutral at BNP Paribas; PT $280 🔹 $RACE Hold at HSBC 🔹 $FIVE Hold at Jefferies; PT $210 🔹 $HPQ Sell at Goldman; PT $21 🔹 $IBP Underweight at JPMorgan; PT $245 🔹 $KALU Equal-Weight at Wells Fargo; PT $120 🔹 $KNF Equal-Weight at Wells Fargo; PT $81 🔹 $LINE" [X Link](https://x.com/CHItraders/status/2011059305970045293) 2026-01-13T12:54Z [----] followers, [---] engagements "$KDP $JDEPY Keurig Dr Pepper And Kodiak BidCo Launch [-----] Per Share Offer For JDE Peet's Supported By Board And 69% Undertakings With Closing Expected Early Q2 2026" [X Link](https://x.com/CHItraders/status/2011768231154106387) 2026-01-15T11:51Z [----] followers, [---] engagements "First Horizon $FHN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.52 YoY: 20.93% (from $0.43) ✅ Revenue Beat Sales: $888.000M YoY: 21.81% (from $729.000M)" [X Link](https://x.com/CHItraders/status/2011779885925036359) 2026-01-15T12:37Z [----] followers, [---] engagements "🛒 UBER + KROGER GO NATIONAL $UBER and $KR just made grocery delivery even harder to dodge. 🔹 Nearly [----] Kroger-family stores now on Uber Eats Uber and Postmates 🔹 Fresh groceries house brands and essentials available 🔹 Same-day and on-demand delivery nationwide 🔹 Boosts Ubers everyday-use play 🔹 Gives Kroger digital reach without extra logistics headaches https://twitter.com/i/web/status/2011786427659387116 https://twitter.com/i/web/status/2011786427659387116" [X Link](https://x.com/CHItraders/status/2011786427659387116) 2026-01-15T13:03Z [----] followers, [---] engagements "INITIATIONS 🔹 $WCCB Buy at Janney; PT $52 🔹 $TOYO Buy at HCW; PT $18 🔹 $SWKS Sector Perform at RBC; PT $65 🔹 $SLAB Sector Perform at RBC; PT $160 🔹 $SNDK Sector Perform at RBC; PT $400 🔹 $RLI Equal-Weight at Wells Fargo; PT $62 🔹 $RGTI Buy at Redburn Atlantic 🔹 $QUBT Buy at Redburn Atlantic 🔹 $QCOM Sector Perform at RBC; PT $180 🔹 $NVDA Outperform at RBC 🔹 $NBIS Equal-Weight at Morgan Stanley; PT $126 🔹 $MU Outperform at RBC 🔹 $MRVL Outperform at RBC 🔹 $LUXE Buy at B. Riley; PT $12 🔹 $LSCC Outperform at RBC 🔹 $LRCX Outperform at RBC 🔹 $KLAC Sector Perform at RBC; PT $1550 🔹" [X Link](https://x.com/CHItraders/status/2011789014190129238) 2026-01-15T13:14Z [----] followers, [---] engagements "TOYOTA BUYOUT DRAMA $TM pops as Elliott calls the affiliate buyout price cheap. 🔹 Offer raised to [-----] yen from [-----] 🔹 Elliott says that still lowballs minority holders 🔹 Activist pegs real value above [-----] yen 🔹 Elliott refuses to tender its shares 🔹 Blames 40% jump in Toyota group stocks for higher fair value https://twitter.com/i/web/status/2011851992847491094 https://twitter.com/i/web/status/2011851992847491094" [X Link](https://x.com/CHItraders/status/2011851992847491094) 2026-01-15T17:24Z [----] followers, [---] engagements "SHALE MEGADEAL WHISPERS $CTRA and $DVN are rumored to be flirting with a monster merger. 🔹 Talks center on combining to gain scale 🔹 Both heavy in Permian and Anadarko 🔹 Activists want fewer players bigger wallets 🔹 Deal could mean cost cuts and cleaner portfolios 🔹 [----] shale theme: merge or get lonely https://twitter.com/i/web/status/2011858565804204492 https://twitter.com/i/web/status/2011858565804204492" [X Link](https://x.com/CHItraders/status/2011858565804204492) 2026-01-15T17:50Z [----] followers, [----] engagements "FORD EYES BYD BATTERIES ABROAD $F in talks with Chinas $BYDDF to power hybrids at overseas plants while Washington pretends not to notice. 🔹 Batteries would go into hybrids built outside the U.S. 🔹 Those cars could still be shipped back into the U.S. 🔹 No deal close just exploring options 🔹 Most U.S. hybrids still planned from North America 🔹 $F wont confirm BYD went silent https://twitter.com/i/web/status/2011985183092928654 https://twitter.com/i/web/status/2011985183092928654" [X Link](https://x.com/CHItraders/status/2011985183092928654) 2026-01-16T02:13Z [----] followers, [---] engagements "INITIATIONS 🔹 $VMC Buy at B. Riley; PT $345 🔹 $U Buy at Freedom Capital; PT $52 🔹 $STAA Underweight at Morgan Stanley; PT $13 🔹 $MLM Neutral at B. Riley; PT $700 🔹 $KNF Buy at B. Riley; PT $92 🔹 $HSAI Buy at William ONeil 🔹 $FN Buy at William ONeil 🔹 $EVR Buy at William ONeil 🔹 $ROAD Neutral at B. Riley; PT $117 🔹 $BIRK Neutral at Seaport 🔹 $ALAB Buy at President Capital Management 🔹 $ARM Outperform at Haitong https://twitter.com/i/web/status/2012152604982206472 https://twitter.com/i/web/status/2012152604982206472" [X Link](https://x.com/CHItraders/status/2012152604982206472) 2026-01-16T13:18Z [----] followers, [---] engagements "PAYX OPENS THE BUYBACK TAP $PAYX just gave itself permission to go shopping. 🔹 Board approved up to $1B in share repurchases 🔹 Replaces the old $400M buyback plan 🔹 Bigger checkbook same stock" [X Link](https://x.com/CHItraders/status/2012167542454792594) 2026-01-16T14:18Z [----] followers, [---] engagements "INITIATIONS 🔹 $A New Buy at HSBC; PT $180 🔹 $LNT Reinstated Overweight at Wells Fargo; PT $71 🔹 $ATAI New Buy at Guggenheim; PT $11 🔹 $EAT New Buy at TD Cowen; PT $192 🔹 $CDNL New Buy at DA Davidson 🔹 $CE Equal-Weight at Morgan Stanley; PT $50 🔹 $CLW New Hold at Truist; PT $21 🔹 $CTMX New Buy at Guggenheim; PT $10 🔹 $GDS New Outperform at CCB Intl; PT $51.20 🔹 $HLIO New Overweight at JPMorgan; PT $80 🔹 $OTH New Buy at ThinkEquity; PT $10 🔹 $IRD New Buy at BTIG; PT $7 🔹 $SCI New Overweight at JPMorgan; PT $110 🔹 $STUB New Sell at Citi; PT $13 🔹 $TXRH New Buy at TD Cowen; PT $215" [X Link](https://x.com/CHItraders/status/2013589999791358462) 2026-01-20T12:30Z [----] followers, [---] engagements "EUROPE HANDS $ACB SOME GENETIC CLOUT $ACB scores official EU rights for its weed science. 🔹 Granted EU plant variety rights for two cannabis strains 🔹 Approval came from the EUs Community Plant Variety Office 🔹 Locks in IP protection across Europe 🔹 Strengthens medical cannabis positioning 🔹 Flexes its genetics leader storyline without saying much about sales https://twitter.com/i/web/status/2013604438074708371 https://twitter.com/i/web/status/2013604438074708371" [X Link](https://x.com/CHItraders/status/2013604438074708371) 2026-01-20T13:28Z [----] followers, [---] engagements "SEMI TECH MEETS BIG MANUFACTURING $JBL takes a minority stake and teams up with EHT Semi to power the next chip wave. 🔹 $JBL makes strategic minority investment in EHT Semi 🔹 Manufacturing collaboration announced 🔹 Focused on advanced semiconductor fabrication 🔹 EHT Semi builds RF and pulsed-power systems 🔹 Tech boosts plasma stability and precision 🔹 Enables advanced etch and deposition processes 🔹 Aims at next-gen chip performance https://twitter.com/i/web/status/2013607323613217087 https://twitter.com/i/web/status/2013607323613217087" [X Link](https://x.com/CHItraders/status/2013607323613217087) 2026-01-20T13:39Z [----] followers, [---] engagements "📊 Karooooo $KARO Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.49 (vs. $0.46 exp) YoY: 13.95% (from $0.43) ✅ Revenue Beat Sales: $81.374M (vs. $79.180M exp) YoY: 26.62% (from $64.266M)" [X Link](https://x.com/CHItraders/status/2013719846970613916) 2026-01-20T21:06Z [----] followers, [---] engagements "ARK SHUFFLES THE DECK $AVGO $WRD $BYDDY $AMD Cathie Wood went bargain hunting Tuesday while everyone else was panic-scrolling. 🔹 $AVGO ARKK bought [-----] shares about $10.8M at $332.60 🔹 Stock got smacked after China told foreign cyber software to take a hike 🔹 VMware caught the shrapnel since it lives under $AVGO now 🔹 $WRD ARKQ bought [------] shares about $4.9M at $8.48 🔹 Runs 1000+ robotaxis in China with driverless ops in major cities 🔹 Hooks into Tencents WeChat so riders can summon cars like pizza 🔹 $BYDDY ARKQ bought [------] shares about $2.53M at $12.31 🔹 Beat $TSLA in [----] EV" [X Link](https://x.com/CHItraders/status/2013797496938447104) 2026-01-21T02:15Z [----] followers, [---] engagements "BRISTOW LOCKS IN ELECTRAS ULTRA-SHORT PLANE $VTOL locks early delivery of Electras EL9 and bets big on point-to-point air travel. 🔹 Signs binding PDP deal for [--] EL9 aircraft 🔹 Gets first delivery slot from Electra 🔹 EL9 takes off and lands in [---] feet 🔹 Carries [--] passengers or [----] lbs of cargo 🔹 Range [---] nm ferry up to [----] nm 🔹 Converts old LOI into real contract 🔹 Options for [--] more aircraft 🔹 Targeting corporate resorts airlines and government routes 🔹 Goal is faster trips without real airports https://twitter.com/i/web/status/2013962254241128827" [X Link](https://x.com/CHItraders/status/2013962254241128827) 2026-01-21T13:09Z [----] followers, [---] engagements "BANKS FLOAT $1.8B WALMART DEAL LOANS Big lenders push fresh debt tied to a major Walmart supplier buyout. $WMT $RY 🔹 About $1.8B in loans launched 🔹 Tied to Investindustrial buying TreeHouse Foods 🔹 Part of leveraged buyout financing 🔹 Shows demand still alive for M&A credit 🔹 Food suppliers with big buyers stay bankable https://twitter.com/i/web/status/2013980128393490469 https://twitter.com/i/web/status/2013980128393490469" [X Link](https://x.com/CHItraders/status/2013980128393490469) 2026-01-21T14:20Z [----] followers, [---] engagements "$BLK BLACKROCK REPORTS 5.02% PASSIVE STAKE IN $KKR AS OF DEC [--] [----] - SEC FILING" [X Link](https://x.com/CHItraders/status/2014030135834419436) 2026-01-21T17:39Z [----] followers, [---] engagements "US REFINERS QUIETLY BACK IN VENEZUELA $VLO and $PSX buy Venezuelan crude cargoes as part of Washingtons deal with Caracas per Reuters. 🔹 Venezuelan oil purchased via Vitol 🔹 Cargoes headed to the U.S. Gulf Coast 🔹 Discounted pricing at $8.50$9.50 below Brent 🔹 Part of agreement allowing up to 50M barrels exported 🔹 Early sign U.S. refiners are re-engaging despite sanctions theater https://twitter.com/i/web/status/2014306869033009654 https://twitter.com/i/web/status/2014306869033009654" [X Link](https://x.com/CHItraders/status/2014306869033009654) 2026-01-22T11:59Z [----] followers, [---] engagements "📊 Huntington Bancshares $HBAN Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.30 (vs. $0.34 est.) YoY: 11.76% (from $0.34) ❌ Revenue Miss Sales: $2.174B (vs. $2.208B est.) YoY: 11.26% (from $1.954B)" [X Link](https://x.com/CHItraders/status/2014307687157149996) 2026-01-22T12:02Z [----] followers, [---] engagements "UPGRADES 🔹 $CALY Buy at B Riley; PT $19 🔹 $CPRI Buy at TD Cowen; PT $32 🔹 $CS Buy at Clarksons; PT C$18 🔹 $COR Buy at Jefferies; PT $440 🔹 $DDOG Buy at Stifel; PT $160 🔹 $ELAN Overweight at Piper Sandler 🔹 $EHAB Outperform at Oppenheimer; PT $14 🔹 $MCHP Outperform at BNP Paribas; PT $90 🔹 $ONB Buy at TD Cowen; PT $30 🔹 $ON Neutral at BNP Paribas; PT $62 🔹 $RGTI Buy at B Riley; PT $35 🔹 $SFNC Outperform at Raymond James; PT $23 🔹 $SMBK Outperform at Hovde Group; PT $48 🔹 $SPHR Buy at BTIG; PT $110 🔹 $SPOT Accumulate at Inderes; PT $590 🔹 $TPST Buy at HC Wainwright; PT $11 🔹" [X Link](https://x.com/CHItraders/status/2014315056608030982) 2026-01-22T12:31Z [----] followers, [---] engagements "📈 PRUDENTIAL BOOSTS MALAYSIA CONTROL $PRU agrees to raise its stake in Prudential Assurance Malaysia to 70% in a $375M deal. 🔹 Buys an additional 19% ownership stake 🔹 Total investment US$375M 🔹 Strengthens control over Malaysian life insurance unit 🔹 Deal expected to be earnings and value accretive 🔹 Signals deeper long-term commitment to Asia https://twitter.com/i/web/status/2014333640306458806 https://twitter.com/i/web/status/2014333640306458806" [X Link](https://x.com/CHItraders/status/2014333640306458806) 2026-01-22T13:45Z [----] followers, [---] engagements "CARLYLE EYES SINTRA RESORT EXIT $CG is in talks with L Catterton to sell the iconic Penha Longa Resort near Sintra Portugal. 🔹 Discussions ongoing no deal finalized 🔹 Asset is a landmark luxury resort in Portugal 🔹 L Catterton backed by LVMH-linked capital 🔹 Would mark a notable hospitality exit for $CG 🔹 Another private equity rotation in European luxury assets https://twitter.com/i/web/status/2014333782338269659 https://twitter.com/i/web/status/2014333782338269659" [X Link](https://x.com/CHItraders/status/2014333782338269659) 2026-01-22T13:46Z [----] followers, [---] engagements "$ADSK Autodesk Launches Global Restructuring To Result In The Termination Of 7% Of Its Workforce Or [----] Employees Expects To Incur Total Pre-Tax Restructuring Charges Of $135M-$160M" [X Link](https://x.com/CHItraders/status/2014340328845693029) 2026-01-22T14:12Z [----] followers, [---] engagements "📊 $USCB Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.44 (vs. $0.32 est.) YoY: 29.41% (from $0.34) ❌ Revenue Miss Sales: $25.527M (vs. $26.239M est.) YoY: 11.06% (from $22.985M)" [X Link](https://x.com/CHItraders/status/2014445409746256122) 2026-01-22T21:09Z [----] followers, [---] engagements "📊 $AA Q4 Earnings ✅ Earnings Beat Adj. EPS: $1.26 (vs. $0.92 est.) YoY: 21.15% (from $1.04) ✅ Revenue Beat Sales: $3.449B (vs. $3.306B est.) YoY: 1.06% (from $3.486B)" [X Link](https://x.com/CHItraders/status/2014446199017709731) 2026-01-22T21:12Z [----] followers, [---] engagements "JEFFS BRANDS CHASES WORLD CUP SECURITY $JFBR is lining up an AI-powered pitch to help secure the [----] FIFA World Cup across the US Canada and Mexico. 🔹 Exploring security support opportunities tied to the [----] World Cup 🔹 Play runs through subsidiary KeepZone AI 🔹 Focus on AI-driven threat detection for stadiums and fan zones 🔹 Targeting high-density public environments 🔹 Another small-cap aiming big by attaching itself to a global event https://twitter.com/i/web/status/2014669283612098784 https://twitter.com/i/web/status/2014669283612098784" [X Link](https://x.com/CHItraders/status/2014669283612098784) 2026-01-23T11:59Z [----] followers, [---] engagements "$GH Guardant Health gets a favorable ruling from appeals court in patent case" [X Link](https://x.com/CHItraders/status/2014738438587564474) 2026-01-23T16:34Z [----] followers, [---] engagements "$BKR $HAL BLOOMBERG: SLB BAKER HUGHES HALLIBURTON TO FOCUS REPAIRING/REPLACING DAMAGED OUTDATED EQUIPMENT & REFRESHING OLDER DRILLING SITES IN VENEZUELA" [X Link](https://x.com/CHItraders/status/2015052924963963063) 2026-01-24T13:23Z [----] followers, [---] engagements "LAST WEEKS LARGE-CAP LOSERS $AVAV $DKNG $WST $CEG $APP $WIT $ABT $FLUT $SHOP all took turns falling down the stairs while the market watched. 🔹 $AVAV 19.45% Pentagon stop-work order nuked the SCAR program 🔹 $DKNG 14.40% MA judge blocks Kalshi sports contracts regulatory buzzkill 🔹 $WST 13.27% No drama just heavy selling 🔹 $CEG 10.38% Wells Fargo trims PT to $460 vibes downgraded 🔹 $APP 14.68% CapitalWatch report spooked investors 🔹 $WIT 8.37% Q3 results failed to impress 🔹 $ABT 12.23% Soft sales weak EPS guide analysts pile on 🔹 $FLUT 13.07% Analyst PT cuts across the board 🔹 $SHOP" [X Link](https://x.com/CHItraders/status/2015411062884188346) 2026-01-25T13:06Z [----] followers, [---] engagements "LEAN AI FIXES LTL CHAOS $CHRW is letting AI babysit missed LTL pickups so humans can stop chasing trucks that already left. 🔹 AI agents now track and resolve missed LTL pickups in real time 🔹 95% of missed-pickup checks fully automated 🔹 Saves 350+ hours of manual work every single day 🔹 Freight moves up to one full day faster 🔹 Unnecessary return trips cut by 42% 🔹 Carriers get cleaner data to fix scheduling and terminal ops 🔹 Less LTL gridlock caused by multi-shipper truck complexity https://twitter.com/i/web/status/2015731982487982142" [X Link](https://x.com/CHItraders/status/2015731982487982142) 2026-01-26T10:22Z [----] followers, [---] engagements "✈ INDUSTRIALS 🔹 Over [-----] US flights cancelled due to winter storm 🔹 $EADSY warns of rising geopolitical risk 🔹 $RNMBY in talks for German military satellite network 🔹 $RYAAY raises FY26 guidance on better $BA deliveries" [X Link](https://x.com/CHItraders/status/2015735283564622174) 2026-01-26T10:35Z [----] followers, [---] engagements "LEIDOS BULKS UP ENERGY INFRASTRUCTURE $LDOS is buying ENTRUST Solutions Group for $2.4B to muscle further into utility engineering and infrastructure work. 🔹 $2.4B acquisition expands exposure to resilient utility spending 🔹 Pushes $LDOS deeper into gas and electric generation infrastructure 🔹 Adds complementary engineering capabilities and customer base 🔹 Broadens reach across regulated utility markets 🔹 Management expects immediate revenue growth accretion 🔹 EBITDA margins projected to improve right out of the gate https://twitter.com/i/web/status/2015749315176603861" [X Link](https://x.com/CHItraders/status/2015749315176603861) 2026-01-26T11:31Z [----] followers, [---] engagements "📊 $STLD Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $1.82 YoY: 33.82% (from $1.36) ❌ Revenue Miss Sales: $4.414B YoY: 14.00% (from $3.872B" [X Link](https://x.com/CHItraders/status/2015760609833320867) 2026-01-26T12:15Z [----] followers, [---] engagements "📈 UPGRADES 🔹 $APP Buy at Needham; PT $700 🔹 $CSCO Outperform at Evercore ISI; PT $100 🔹 $CTSH Buy at Deutsche Bank; PT $100 🔹 $CPAY Overweight at Morgan Stanley; PT $379 🔹 $META Buy at Rothschild & Co Redburn; PT $900 🔹 $NFLX Accumulate at Phillip Secs; PT $100 🔹 $RLAY Outperform at Oppenheimer; PT $14 🔹 $SOLV Overweight at KeyBanc; PT $97 🔹 $STC Outperform at KBW; PT $81 https://twitter.com/i/web/status/2015765913073586230 https://twitter.com/i/web/status/2015765913073586230" [X Link](https://x.com/CHItraders/status/2015765913073586230) 2026-01-26T12:36Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $AMZN Accumulate at Phillip Secs; PT $290 🔹 $BOKF Neutral at DA Davidson; PT $135 🔹 $CWAN Neutral at UBS; PT $24.55 🔹 $IOBT Neutral at Piper Sandler; PT $0.50 🔹 $LCUT Hold at Canaccord; PT $3.50 🔹 $RGLD Sector Perform at Scotiabank; PT $335 🔹 $VRNS Equal-Weight at Morgan Stanley; PT $41 https://twitter.com/i/web/status/2015765927199899721 https://twitter.com/i/web/status/2015765927199899721" [X Link](https://x.com/CHItraders/status/2015765927199899721) 2026-01-26T12:37Z [----] followers, [---] engagements "INITIATIONS / REINSTATEMENTS 🔹 $AIR Neutral at Goldman; PT $121 🔹 $AMD Reinstated Buy at William ONeil 🔹 $BLTE Buy at BofA; PT $195 🔹 $BKV Buy at William ONeil 🔹 $CHYM Neutral at Rothschild & Co Redburn 🔹 $COMP Overweight at JPMorgan; PT $15 🔹 $BROS Buy at Citi; PT $82 🔹 $EVR Buy at BofA; PT $435 🔹 $EXPO Overweight at JPMorgan; PT $100 🔹 $FNMA Buy at BTIG; PT $20 🔹 $FMCC Buy at BTIG; PT $20 🔹 $LAZ Buy at BofA; PT $65 🔹 $MC Neutral at BofA; PT $81 🔹 $PIPR Underperform at BofA; PT $385 🔹 $VRRM Neutral at JPMorgan; PT $25 🔹 $XYL Outperform at William Blair" [X Link](https://x.com/CHItraders/status/2015765948435759599) 2026-01-26T12:37Z [----] followers, [---] engagements "JEFFS BRANDS LANDS FIRST COUNTER-DRONE ORDER $JFBR moves from Amazon data to homeland security hardware. 🔹 Subsidiary KeepZone AI receives first C-UAS purchase order 🔹 Net-launching counter-drone system sold to Mexican aerospace integrator 🔹 Designed for urban security borders and critical infrastructure 🔹 Soft- and hard-kill platform aimed at low collateral damage 🔹 Customer deploys security tech for Mexican government and enterprises 🔹 Follows reseller deals across Mexico Canada Europe UAE Israel https://twitter.com/i/web/status/2015767252235075661" [X Link](https://x.com/CHItraders/status/2015767252235075661) 2026-01-26T12:42Z [----] followers, [---] engagements "$HLT Hilton provides FY25 update: Added almost [---] hotels and 100k rooms in [----] +6.7% net unit growth; signed over 1k hotels pipeline exceeds 3.7k hotels and 520k room" [X Link](https://x.com/CHItraders/status/2015775280250425760) 2026-01-26T13:14Z [----] followers, [---] engagements "ARCELORMITTAL TO SHUT UKRAINE PRODUCTION UNIT $MT will close part of its Ukraine steel operations as costs and conflict collide. 🔹 Blooming mill at Kryvyi Rih plant set to shut in Q2 [----] 🔹 EU green rules limit access for carbon-intensive steel 🔹 Russian attacks drive power disruptions and higher energy costs 🔹 Ukraine forced to import expensive electricity from the EU 🔹 Rising costs make operations economically unviable 🔹 Another hit to Ukraines industrial base amid ongoing war https://twitter.com/i/web/status/2015782754248487420 https://twitter.com/i/web/status/2015782754248487420" [X Link](https://x.com/CHItraders/status/2015782754248487420) 2026-01-26T13:43Z [----] followers, [---] engagements "SAREPTA POSTS STRONG 3-YEAR ELEVIDYS DATA $SRPT delivers durable efficacy in Duchenne gene therapy trial. 🔹 Phase [--] EMBARK shows sustained benefit three years post-treatment 🔹 Statistically significant improvement across all key motor endpoints 🔹 NSAA scores stayed above baseline at Year [--] vs continued decline in controls 🔹 Disease progression slowed 73% on Time to Rise 🔹 Disease progression slowed 70% on 10-meter walk/run 🔹 No new treatment-related safety signals observed 🔹 Elevidys remains the only approved gene therapy for Duchenne 🔹 Over [----] patients treated globally to date 🔹" [X Link](https://x.com/CHItraders/status/2015794070250008598) 2026-01-26T14:28Z [----] followers, [---] engagements "$ZVIA Zevia Posts On X "Our brand-new 30-pack Zevia Variety Pack is now available across all @Costco regions our biggest Costco rollout yet" https://x.com/Zevia/status/2015848398944174196 https://x.com/Zevia/status/2015848398944174196" [X Link](https://x.com/CHItraders/status/2015853740922740791) 2026-01-26T18:25Z [----] followers, [---] engagements "BIG TECH BIG BANKS BIG DEFENSE TAKE ON WILDFIRES $LMT $PCG $CRM $WFC team up to launch EMBERPOINT LLC a joint venture aimed at giving first responders smarter tools to detect prevent and fight catastrophic wildfires. 🔹 Cross-industry partnership blending defense tech utilities data cloud software and financial backing 🔹 Focused on next-gen wildfire detection prevention and response 🔹 Built specifically for first responders not press releases 🔹 Goal is faster detection and better coordination before fires go full apocalypse 🔹 One company couldnt do this alone so they formed a mini-Voltron" [X Link](https://x.com/CHItraders/status/2015866834893906239) 2026-01-26T19:18Z [----] followers, [---] engagements "$PSKY SKY NETWORK TELEVISION AND PARAMOUNT GLOBAL CONTENT DISTRIBUTION ANNOUNCE EXCLUSIVE PARTNERSHIP" [X Link](https://x.com/CHItraders/status/2015871715159535991) 2026-01-26T19:37Z [----] followers, [---] engagements "$HPE BUILDS PRIVATE AI PLATFORM FOR NZ TELCO $HPE partners with 2degrees to deploy a sovereign on-prem private AI platform using HPE Private Cloud AI and NVIDIA tech. 🔹 AI platform stays fully onshore in New Zealand 🔹 Built on HPE Private Cloud AI with NVIDIA infrastructure 🔹 Improves network reliability reduces downtime 🔹 AI-driven analytics optimize performance and operations 🔹 Faster product launches and shorter dev cycles 🔹 Enterprise-grade security with full data sovereignty https://twitter.com/i/web/status/2015878401303642153 https://twitter.com/i/web/status/2015878401303642153" [X Link](https://x.com/CHItraders/status/2015878401303642153) 2026-01-26T20:03Z [----] followers, [---] engagements "📊 WR BERKLEY $WRB Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $1.13 YoY: 10.78% (from $1.02) ✅ Revenue Beat Sales: $3.721B YoY: 1.44% (from $3.668B)" [X Link](https://x.com/CHItraders/status/2015896581459902610) 2026-01-26T21:16Z [----] followers, [---] engagements "TRUMP ADMINISTRATION HOLDS MEDICARE ADVANTAGE RATES FLAT $UNH $CVS $HUM $ELV insurers dont get the payday Wall Street penciled in. 🔹 Proposed Medicare Advantage payment increase is basically flat at 0.1% 🔹 Street was expecting something closer to a 46% bump 🔹 Slower growth tied to lower underlying Medicare cost trends 🔹 CMS continues tightening up risk-adjustment and billing practices 🔹 Margin pressure likely pushes insurers toward benefit trims or higher premiums 🔹 Final rates still get locked in later but dont expect a miracle rebound" [X Link](https://x.com/CHItraders/status/2015898833243226405) 2026-01-26T21:25Z [----] followers, [----] engagements "📊 NUCOR $NUE Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $1.64 YoY: 34.43% (from $1.22) ❌ Revenue Miss Sales: $7.687B YoY: 8.63% (from $7.076B)" [X Link](https://x.com/CHItraders/status/2015901938869567637) 2026-01-26T21:37Z [----] followers, [---] engagements "$NUE Nucor Says Raw Materials Segment Is Expected To Have Increased Earnings In Q1 Of [----] In Q4 Losses & Impairments Of Assets Are $21M Charges Due To Closure Or Repurposing Of Certain Facilities In Steel Products Segment Also In Q4 Losses & Impairments Of Assets Are Charges Of $6M Due To Impairment Of Certain Non-Current Assets In Steel Mills Segment https://twitter.com/i/web/status/2015904397499179141 https://twitter.com/i/web/status/2015904397499179141" [X Link](https://x.com/CHItraders/status/2015904397499179141) 2026-01-26T21:47Z [----] followers, [---] engagements "ARK LOADS UP ON AI NAMES $TEM $KDK $WRD get the Cathie Wood treatment in one busy shopping spree. 🔹 $TEM: ARK added 7.7k shares via $ARKK + $ARKG about $523k at $67.63 🔹 Bonus optics: Pelosi-linked $TEM calls exercised earlier this month 🔹 $KDK: $ARKQ bought 47.8k shares about $427k stock down 4.6% on the day 🔹 Driverless truck angle fits ARKs autonomy obsession 🔹 $WRD: $ARKQ grabbed 48.3k shares about $417k at $8.65 🔹 China robotaxi fleet now 1000+ vehicles with WeChat integration https://twitter.com/i/web/status/2015967597318001114 https://twitter.com/i/web/status/2015967597318001114" [X Link](https://x.com/CHItraders/status/2015967597318001114) 2026-01-27T01:58Z [----] followers, [---] engagements "📊 $UNH Q4 [----] EARNINGS ✅ Earnings Beat Adj. EPS: $2.11 YoY: (beat $2.10 est by a penny victory lap optional) ❌ Revenue Miss Sales: $113.215B YoY: but short of $113.817B est because expectations are apparently immortal" [X Link](https://x.com/CHItraders/status/2016109619785957498) 2026-01-27T11:22Z [----] followers, [---] engagements "📊 $KMB Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.86 YoY: 24.0% (from $1.50 margins doing the heavy lifting) ❌ Revenue Miss Sales: $4.080B YoY: 17.21% (from $4.928B demand clearly took the quarter off)" [X Link](https://x.com/CHItraders/status/2016116275445944743) 2026-01-27T11:49Z [----] followers, [---] engagements "MU BREAKS GROUND ON $24B SINGAPORE FAB $MU starts construction on a new wafer fab in Singapore committing $24B over [--] years to meet AI-driven memory demand. 🔹 Adds 700k sq ft of cleanroom space to existing campus 🔹 Wafer production targeted for 2H [----] 🔹 [----] new jobs total planned Singapore hires near [----] 🔹 Expansion aimed at easing AI-related memory shortages 🔹 Capacity skewed toward HBM for data centers over consumer devices https://twitter.com/i/web/status/2016123631126929870 https://twitter.com/i/web/status/2016123631126929870" [X Link](https://x.com/CHItraders/status/2016123631126929870) 2026-01-27T12:18Z [----] followers, [---] engagements "📊 $NEE Q4 [----] EARNINGS ✅ Earnings Beat Adj. EPS: $0.54 vs Est.: $0.52 OUTLOOK 🔹 FY Adj. EPS: $3.92$4.02 vs $4.01 est" [X Link](https://x.com/CHItraders/status/2016128438608732630) 2026-01-27T12:37Z [----] followers, [---] engagements "📊 $CVLT Q3 EARNINGS ✅ Earnings Beat Adj. EPS: $1.17 YoY: 24.47% (from $0.94) ✅ Revenue Beat Sales: $313.832M YoY: 19.50% (from $262.630M) OUTLOOK 🔹 FY2026 Sales (Raised): $1.177B$1.180B (prior $1.161B$1.165B) 🔹 Q4 Sales: $305.0M$308.0M vs $306.175M est" [X Link](https://x.com/CHItraders/status/2016131785818517553) 2026-01-27T12:50Z [----] followers, [---] engagements "$CSGP Third point targets CoStar in new activist campaign; hedge fund plans to nominate directors at Costar" [X Link](https://x.com/CHItraders/status/2016134545754460456) 2026-01-27T13:01Z [----] followers, [---] engagements "📊 $PCAR Q4 [----] EARNINGS ❌ Earnings Miss EPS: $1.06 vs Est.: $1.07 ✅ Revenue Beat Sales: $6.82B vs Est.: $6.04B" [X Link](https://x.com/CHItraders/status/2016134658493206830) 2026-01-27T13:02Z [----] followers, [---] engagements "PVH TEAMS WITH OPENAI ON AI PUSH $PVH partners with OpenAI to embed custom AI across its operations targeting smarter execution and better consumer experiences. 🔹 AI applied to product design and demand planning 🔹 Focus on inventory optimization and personalization 🔹 Supports Calvin Klein and Tommy Hilfiger brands 🔹 Part of multi-year PVH+ growth strategy 🔹 Goal is scalable practical AI not experiments https://twitter.com/i/web/status/2016139376216989935 https://twitter.com/i/web/status/2016139376216989935" [X Link](https://x.com/CHItraders/status/2016139376216989935) 2026-01-27T13:21Z [----] followers, [---] engagements "$KMB Kimberly-Clark executive expects 60bps impact to FY growth from partial loss of diapers training pants distribution in North America Club channel - conference call" [X Link](https://x.com/CHItraders/status/2016143802356924487) 2026-01-27T13:38Z [----] followers, [---] engagements "$RDW Redwire Selected For Missile Defense Agency's $151B SHIELD IDIQ Contract To Support Scalable Homeland Layered Defense" [X Link](https://x.com/CHItraders/status/2016145229733036371) 2026-01-27T13:44Z [----] followers, [---] engagements "CART EXPANDS SMART CART FOOTPRINT $CART rolls out AI-powered Caper Carts at select Foodtown stores via an expanded partnership with Allegiance Retail. 🔹 Caper Carts live in NY NJ PA locations 🔹 More deployments planned for [----] 🔹 Storefront Pro powers e-commerce across Allegiance 🔹 Carrot Ads and FoodStorm added to the stack 🔹 Omnichannel push ties in-store digital loyalty https://twitter.com/i/web/status/2016150049592389766 https://twitter.com/i/web/status/2016150049592389766" [X Link](https://x.com/CHItraders/status/2016150049592389766) 2026-01-27T14:03Z [----] followers, [---] engagements "$ASPI Co Posts On X "ASP Isotopes is building our role as a core partner in the semiconductor supply chainhelping enable higher-performance computing while addressing the energy cooling and cost challenges that come with it. Through advanced materials and close collaboration with semiconductor and data-center leaders we support innovation without compromising efficiency." https://x.com/ASPIsotopes/status/2016208798613176401s=20 https://twitter.com/i/web/status/2016210973787312227 https://x.com/ASPIsotopes/status/2016208798613176401s=20 https://twitter.com/i/web/status/2016210973787312227" [X Link](https://x.com/CHItraders/status/2016210973787312227) 2026-01-27T18:05Z [----] followers, [---] engagements "📊 Qorvo $QRVO Q3 Earnings ✅ Earnings Beat Adj. EPS: $2.17 YoY: N/A ✅ Revenue Beat Sales: $993.0M 📉 Q4 Guidance (Miss) Adj. EPS: $1.05$1.35 vs $1.37 est Sales: $775M$825M vs $904.6M est" [X Link](https://x.com/CHItraders/status/2016255405056524414) 2026-01-27T21:02Z [----] followers, [---] engagements "📊 Texas Instruments $TXN Q4 Earnings ❌ Earnings Miss / Inline-ish EPS: $1.27 ❌ Revenue Miss Sales: $4.423B vs $4.444B est 📉 Q1 Outlook (Soft) EPS: $1.22$1.48 Revenue: $4.32B$4.68B" [X Link](https://x.com/CHItraders/status/2016255562909192248) 2026-01-27T21:02Z [----] followers, [---] engagements "📊 PPG Industries $PPG Quarterly Earnings ❌ Earnings Miss Adj. EPS: $1.51 YoY: 6.21% (from $1.61) ✅ Revenue Beat Sales: $3.914B YoY: 4.96% (from $3.729B)" [X Link](https://x.com/CHItraders/status/2016256850191384728) 2026-01-27T21:07Z [----] followers, [---] engagements "📊 NEXTracker $NXT Q3 Earnings ✅ Earnings Beat Adj. EPS: $1.10 YoY: 6.80% (from $1.03) ✅ Revenue Beat Sales: $909.352M YoY: 33.85% (from $679.363M)" [X Link](https://x.com/CHItraders/status/2016257027836989727) 2026-01-27T21:08Z [----] followers, [---] engagements "📊 F5 $FFIV Q1 Earnings ✅ Earnings Beat Adj. EPS: $4.45 YoY: 15.89% (from $3.84) ✅ Revenue Beat Sales: $822.465M YoY: 7.30% (from $766.489M) 📈 FY2026 Guidance Raised Adj. EPS: $15.65$16.05 vs $15.11 est Sales: $3.242B$3.273B vs $3.154B est 📊 Q2 Outlook Adj. EPS: $3.34$3.46 vs $3.38 est Sales: $770M$790M vs $748.3M est https://twitter.com/i/web/status/2016257937925407227 https://twitter.com/i/web/status/2016257937925407227" [X Link](https://x.com/CHItraders/status/2016257937925407227) 2026-01-27T21:12Z [----] followers, [---] engagements "📊 Western New England $WNEB Q4 Earnings ✅ Earnings Beat EPS: $0.26 YoY: 62.50% (from $0.16) ✅ Revenue Beat Sales: $22.002M YoY: 18.76% (from $18.527M)" [X Link](https://x.com/CHItraders/status/2016258047484821525) 2026-01-27T21:12Z [----] followers, [---] engagements "📊 National Bank Holdings $NBHC Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.60 YoY: 30.23% (from $0.86) ❌ Revenue Miss Sales: $100.638M YoY: 6.67% (from $107.832M)" [X Link](https://x.com/CHItraders/status/2016258086911279600) 2026-01-27T21:12Z [----] followers, [---] engagements "📊 Stride $LRN Q2 Earnings ✅ Earnings Beat Adj. EPS: $2.12 YoY: 4.43% (from $2.03) ✅ Revenue Beat Sales: $631.261M YoY: 7.50% (from $587.211M)" [X Link](https://x.com/CHItraders/status/2016264822435021148) 2026-01-27T21:39Z [----] followers, [---] engagements "📊 First Commonwealth $FCF Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.43 YoY: 22.86% (from $0.35) ✅ Revenue Beat Sales: $137.822M YoY: 14.12% (from $120.770M)" [X Link](https://x.com/CHItraders/status/2016272369304928652) 2026-01-27T22:09Z [----] followers, [---] engagements "📊 First Busey $BUSE Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.68 YoY: 28.30% (from $0.53) ✅ Revenue Beat Sales: $200.249M YoY: 71.16% (from $116.995M)" [X Link](https://x.com/CHItraders/status/2016272463420907562) 2026-01-27T22:09Z [----] followers, [---] engagements "PROSPERITY BUYS STELLAR IN $2B TEXAS BANK DEAL $PB to acquire $STEL in a cash-and-stock merger bulking up its Texas footprint while $STEL holders take the premium and run. 🔹 Deal value $2.002B 🔹 $STEL holders get [------] shares of $PB + $11.36 cash 🔹 $STEL stock rips $PB modest pop 🔹 $STEL brings $10.8B assets and [--] Texas branches 🔹 $STEL execs slide into senior roles post-close https://twitter.com/i/web/status/2016484351614046315 https://twitter.com/i/web/status/2016484351614046315" [X Link](https://x.com/CHItraders/status/2016484351614046315) 2026-01-28T12:11Z [----] followers, [---] engagements "📊 Extreme Networks $EXTR Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.26 YoY: 23.81% (from $0.21) ✅ Revenue Beat Sales: $317.925M YoY: 13.81% (from $279.355M) Guidance Shuffle Parade 🔹 Q3 Adj. EPS: $0.23$0.25 (vs. $0.24 est.) 🔹 Q3 GAAP EPS: $0.03$0.06 (vs. $0.04 est.) 🔹 Q3 Sales: $309.1M$314.1M (vs. $310.2M est.) 🔹 FY2026 Adj. EPS: $0.98$1.02 (widened vs. $1.00 est.) 🔹 FY2026 GAAP EPS: $0.24$0.29 (cut from $0.28$0.32 still above $0.16 est.) 🔹 FY2026 Sales: $1.262B$1.270B (raised vs. $1.257B est.) https://twitter.com/i/web/status/2016484564323971477" [X Link](https://x.com/CHItraders/status/2016484564323971477) 2026-01-28T12:12Z [----] followers, [---] engagements "$BKR Hydrostor And Baker Hughes Announce Strategic Technology Solutions And Equity Agreement Supporting Advanced Compressed Air Energy Storage And Up To [---] GW Equipment Orders" [X Link](https://x.com/CHItraders/status/2016484613024010363) 2026-01-28T12:12Z [----] followers, [---] engagements "📊 GE Vernova $GEV Q4 Earnings ❌ Earnings Miss Adj. EPS: $2.79 YoY: 61.27% (from $1.73) ✅ Revenue Beat Sales: $10.956B YoY: 3.76% (from $10.559B) Outlook Update FY2026 Sales: $44.0B$45.0B (raised from $41.0B$42.0B) FY2028 Sales Target: $56.0B" [X Link](https://x.com/CHItraders/status/2016486060662878655) 2026-01-28T12:18Z [----] followers, [---] engagements "📊 Danaher $DHR Q4 Earnings ✅ Earnings Beat Adj. EPS: $2.23 YoY: 4.21% (from $2.14) ✅ Revenue Beat Sales: $6.838B YoY: 4.59% (from $6.538B) FY2026 Outlook Adj. EPS: $8.35$8.50 (vs. $8.42 est.) Core Revenue Growth: +3% to +6% (non-GAAP)" [X Link](https://x.com/CHItraders/status/2016486208117813686) 2026-01-28T12:19Z [----] followers, [---] engagements "$SMG Scotts Miracle-Gro reportedly gets a deal to sell its cannabis-supply unit" [X Link](https://x.com/CHItraders/status/2016486469045473360) 2026-01-28T12:20Z [----] followers, [---] engagements "📊 Scotts Miracle-Gro $SMG Q1 Earnings ✅ Earnings Beat Adj. EPS: $(0.77) YoY: 13.48% (from $(0.89)) ❌ Revenue Miss Sales: $354.4M YoY: 14.97% (from $416.8M) FY2026 Outlook Adj. EPS: $4.15$4.35 (vs. $4.29 est.)" [X Link](https://x.com/CHItraders/status/2016486521423933950) 2026-01-28T12:20Z [----] followers, [---] engagements "📊 VF Corp. $VFC Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.56 YoY: 9.68% (from $0.62) ✅ Revenue Beat Sales: $2.876B YoY: 1.48% (from $2.834B) Q4 Outlook Sales: $2.140B$2.183B (vs. $2.095B est.)" [X Link](https://x.com/CHItraders/status/2016486685605851375) 2026-01-28T12:21Z [----] followers, [---] engagements "$BIIB Biogen announced that the US FDA has granted Breakthrough Therapy Designation for litifilimab for the treatment of cutaneous lupus erythematosus" [X Link](https://x.com/CHItraders/status/2016489486054498749) 2026-01-28T12:32Z [----] followers, [---] engagements "$BA $INDA Boeing Exec Sees Strong 20-Year Aviation Growth With 7% Passenger Traffic CAGR And India And South Asia Needing Nearly [----] Airplanes" [X Link](https://x.com/CHItraders/status/2016490658333163607) 2026-01-28T12:36Z [----] followers, [---] engagements "BEAMR SHOWCASES VIDEO QUALITY TECH $BMR will present its human-perception video validation framework at Mile High Video [----]. 🔹 Event runs Feb [--] in Denver 🔹 Focus on verifying quality of compressed and AI-enhanced video 🔹 Framework measures how humans actually perceive video quality 🔹 Highlights Beamrs role in video optimization tech https://twitter.com/i/web/status/2016494934321148304 https://twitter.com/i/web/status/2016494934321148304" [X Link](https://x.com/CHItraders/status/2016494934321148304) 2026-01-28T12:53Z [----] followers, [---] engagements "📊 Amphenol $APH Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.97 YoY: 76.36% (from $0.55) ✅ Revenue Beat Sales: $6.439B YoY: 49.12% (from $4.318B)" [X Link](https://x.com/CHItraders/status/2016496965060604286) 2026-01-28T13:01Z [----] followers, [---] engagements "📈 UPGRADES 🔹 $AMAT Outperform at Mizuho 🔹 $CRCL Neutral at Mizuho 🔹 $EFR Neutral at Roth 🔹 $JNJ Overweight at Morgan Stanley 🔹 $KKR Buy at HSBC; PT $144 🔹 $KRRO Outperform at Oppenheimer; PT $22 🔹 $KRRO Overweight at Cantor 🔹 $MCHP Buy at BofA; PT $95 🔹 $NXT Overweight at KeyBanc; PT $142 🔹 $TXN Neutral at BofA; PT $235 🔹 $V Buy at Redburn; PT $385 https://twitter.com/i/web/status/2016497657997377985 https://twitter.com/i/web/status/2016497657997377985" [X Link](https://x.com/CHItraders/status/2016497657997377985) 2026-01-28T13:04Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $ARRY Neutral at Baird; PT $11 🔹 $BJ Hold at Jefferies; PT $90 🔹 $BRO Neutral at Citi; PT $83 🔹 $CCBG Market Perform at KBW; PT $45 🔹 $MLM Hold at Loop Capital; PT $690 🔹 $NUE Neutral at UBS; PT $183 🔹 $PYPL Sell at Redburn; PT $50 🔹 $PRAA Market Perform at Citizens 🔹 $ROP Hold at Stifel; PT $385 🔹 $ROP Market Perform at Oppenheimer 🔹 $WAL Neutral at JPMorgan; PT $105 https://twitter.com/i/web/status/2016497687516811532 https://twitter.com/i/web/status/2016497687516811532" [X Link](https://x.com/CHItraders/status/2016497687516811532) 2026-01-28T13:04Z [----] followers, [---] engagements "🏭 INDUSTRIALS & DEFENSE 🔹 $DE shifts excavator production to US 🔹 $VLVLY beats and raises NA truck outlook 🔹 $LMT wins $130M Australia C-130J contract 🔹 $RTX awarded $194M missile contract" [X Link](https://x.com/CHItraders/status/2016501743257882763) 2026-01-28T13:20Z [----] followers, [---] engagements "⚡ UTILITIES & INCOME 🔹 $ED raises quarterly dividend 🔹 $ET boosts distribution +3% 🔹 $SUN raises distribution +1.25%" [X Link](https://x.com/CHItraders/status/2016502345165590773) 2026-01-28T13:23Z [----] followers, [---] engagements "SLB WINS MULTIYEAR OMAN CONTRACTS $SLB landed two five-year deals with Petroleum Development Oman to supply wellheads and artificial lift tech. 🔹 Two separate five-year contracts awarded 🔹 Covers Omans Block-6 its largest oil and gas concession 🔹 Includes wellheads ESPs and cavity pumps 🔹 Focus on boosting recovery and extending asset life 🔹 Expands local manufacturing and in-country value https://twitter.com/i/web/status/2016503912644141305 https://twitter.com/i/web/status/2016503912644141305" [X Link](https://x.com/CHItraders/status/2016503912644141305) 2026-01-28T13:29Z [----] followers, [---] engagements "$DHR Danaher CEO says there's modest recovery in pharmaceutical especially in Europe; academic and research demand is fairly muted in USA and China though generally stable" [X Link](https://x.com/CHItraders/status/2016504307898610101) 2026-01-28T13:31Z [----] followers, [---] engagements "SPOTIFY TOUTS RECORD ARTIST PAYOUTS $SPOT says it paid out a record $11B+ to the music industry in [----] as streaming keeps reshaping artist economics. 🔹 [----] payouts topped $11B a new high 🔹 Independent artists and labels took 50% 🔹 Spotify now drives 30% of global recorded music revenue 🔹 More artists earning $100K+ than in the CD era 🔹 [----] focus on artist tools discovery and fraud controls https://twitter.com/i/web/status/2016513950683111465 https://twitter.com/i/web/status/2016513950683111465" [X Link](https://x.com/CHItraders/status/2016513950683111465) 2026-01-28T14:09Z [----] followers, [---] engagements "$JNJ JOHNSON & JOHNSON SHARES UP 1.3% AFTER MORGAN STANLEY RAISES TO OVERWEIGHT FROM EQUAL-WEIGHT" [X Link](https://x.com/CHItraders/status/2016541999298417013) 2026-01-28T16:00Z [----] followers, [---] engagements "EUROPEAN INDEXES CLOSED LOWER DAX -0.37% FTSE100 -0.54% CAC40 -1.06% ESTX50 -1.04% IBEX35 -1.16% FTSEMIB -0.76%" [X Link](https://x.com/CHItraders/status/2016551717010063655) 2026-01-28T16:39Z [----] followers, [---] engagements "TRUMP THANKS ACKMAN TRUMP THANKS ROBINHOOD CEO $HOOD" [X Link](https://x.com/CHItraders/status/2016553941299802133) 2026-01-28T16:48Z [----] followers, [----] engagements "$TM TOYOTA RECALLS [------] MY2023-2026 TOYOTA PRIUS VEHICLES IN US" [X Link](https://x.com/CHItraders/status/2016564916115706044) 2026-01-28T17:31Z [----] followers, [---] engagements "$ALKT Alkami is said to tap adviser to explore sale" [X Link](https://x.com/CHItraders/status/2016610347528995310) 2026-01-28T20:32Z [----] followers, [---] engagements "$META META SEES [----] TOTAL EXPENSES $162B TO $169B EST. $151B" [X Link](https://x.com/CHItraders/status/2016618149093708142) 2026-01-28T21:03Z [----] followers, [---] engagements "📊 SEI Investments $SEIC Q4 Earnings ✅ Earnings Beat Adj. EPS: $1.38 (vs. $1.34 est.) YoY: 15.97% (from $1.19) ✅ Revenue Beat Sales: $607.925M (vs. $596.966M est.) YoY: 9.11% (from $557.190M)" [X Link](https://x.com/CHItraders/status/2016618777375326232) 2026-01-28T21:05Z [----] followers, [---] engagements "📊 Las Vegas Sands $LVS Q4 Earnings -7.28% ✅ Earnings Beat Adj. EPS: $0.85 (vs. $0.76 est.) YoY: 57.41% (from $0.54) ✅ Revenue Beat Sales: $3.649B (vs. $3.328B est.) YoY: 26.00% (from $2.896B)" [X Link](https://x.com/CHItraders/status/2016619228112011742) 2026-01-28T21:07Z [----] followers, [---] engagements "📊 C.H. Robinson $CHRW Q4 Earnings +6.90% 🔹 Earnings Inline Adj. EPS: $1.12 (inline with est.) YoY: 7.44% (from $1.21) ❌ Revenue Miss Sales: $3.913B (vs. $3.974B est.) YoY: 6.51% (from $4.185B)" [X Link](https://x.com/CHItraders/status/2016619287876608105) 2026-01-28T21:07Z [----] followers, [---] engagements "📊 Landmark Bancorp $LARK Q4 Earnings 🔹 Earnings (No Estimate) Adj. EPS: $0.77 YoY: 63.83% (from $0.47) 🔹 Revenue (No Estimate) Sales: $18.688M YoY: 18.50% (from $15.770M)" [X Link](https://x.com/CHItraders/status/2016621382931468788) 2026-01-28T21:16Z [----] followers, [---] engagements "📊 United Rentals $URI Q4 Earnings ❌ Earnings Miss Adj. EPS: $11.09 (vs. $11.76 est.) YoY: 4.31% (from $11.59) ❌ Revenue Miss Sales: $4.208B (vs. $4.248B est.) YoY: 2.76% (from $4.095B)" [X Link](https://x.com/CHItraders/status/2016621512803910071) 2026-01-28T21:16Z [----] followers, [---] engagements "📊 Univest Financial $UVSP Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.79 (vs. $0.77 est.) YoY: 21.54% (from $0.65) ✅ Revenue Beat Sales: $84.571M (vs. $82.537M est.) YoY: 10.12% (from $76.802M)" [X Link](https://x.com/CHItraders/status/2016621857231765683) 2026-01-28T21:18Z [----] followers, [---] engagements "📊 Raymond James Financial $RJF Q1 Earnings ❌ Earnings Miss Adj. EPS: $2.86 (vs. $2.88 est.) YoY: 2.39% (from $2.93) ❌ Revenue Miss Sales: $3.735B (vs. $3.920B est.) YoY: 5.60% (from $3.537B)" [X Link](https://x.com/CHItraders/status/2016622262691000419) 2026-01-28T21:19Z [----] followers, [---] engagements "📊 Hawkins $HWKN Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.69 (vs. $0.74 est.) YoY: 4.17% (from $0.72) ❌ Revenue Miss Sales: $244.080M (vs. $252.511M est.) YoY: 7.90% (from $226.205M)" [X Link](https://x.com/CHItraders/status/2016622303409324399) 2026-01-28T21:19Z [----] followers, [---] engagements "📊 Deluxe $DLX Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 14.29% (from $0.84) ✅ Revenue Beat Sales: $535.3M YoY: 2.84% (from $520.5M)" [X Link](https://x.com/CHItraders/status/2016622985726103739) 2026-01-28T21:22Z [----] followers, [---] engagements "📊 Origin Bancorp $OBK Q4 Earnings ✅ Earnings Beat EPS: $0.95 YoY: 106.52% (from $0.46) ❌ Revenue Miss Sales: $93.999M YoY: 20.48% (from $78.019M)" [X Link](https://x.com/CHItraders/status/2016628392506912844) 2026-01-28T21:44Z [----] followers, [---] engagements "📊 Chain Bridge Bancorp $CBNA Q4 Earnings ✅ Earnings Beat EPS: $0.81 YoY: 37.29% (from $0.59) ✅ Revenue Beat Sales: $14.695M YoY: 16.78% (from $12.584M)" [X Link](https://x.com/CHItraders/status/2016628433317507436) 2026-01-28T21:44Z [----] followers, [---] engagements "📊 Murphy Oil $MUR Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.14 YoY: 60.00% (from $0.35) ❌ Revenue Miss Sales: $624.557M YoY: 6.92% (from $670.960M)" [X Link](https://x.com/CHItraders/status/2016628888739127405) 2026-01-28T21:46Z [----] followers, [---] engagements "AMERICAN TOWER FLAGS DISH DEFAULT $AMT says DISH skipped payments but [----] stays intact 🔹 DISH Wireless in default under [----] Strategic Collocation Agreement 🔹 Missed payment obligations triggered the breach 🔹 $AMT filed for declaratory judgment to enforce the contract 🔹 Management says no impact to [----] financial results 🔹 Stock barely moved because this was already mentally priced in https://twitter.com/i/web/status/2016631422144930277 https://twitter.com/i/web/status/2016631422144930277" [X Link](https://x.com/CHItraders/status/2016631422144930277) 2026-01-28T21:56Z [----] followers, [---] engagements "BIT DIGITAL LOCKS UP WHITEFIBER STAKE $BTBT tells the market the shares stay put 🔹 Reaffirmed WhiteFiber as a core long-term strategic holding 🔹 Will not sell 27M $WYFI shares after lockup expires in Feb [----] 🔹 No secondary offerings or discretionary sales planned in [----] 🔹 Limited hedging or treasury activity possible not monetization 🔹 Stock ticked up as dilution fears quietly left the room https://twitter.com/i/web/status/2016636061380911118 https://twitter.com/i/web/status/2016636061380911118" [X Link](https://x.com/CHItraders/status/2016636061380911118) 2026-01-28T22:14Z [----] followers, [---] engagements "U.S. MACRO DATA DROP $SPY 📉 Unit Labor Costs (Q3 Final) Q/Q: -1.9% Expected: -1.9% Prior: 1.0% Revised from: -2.9% 📦 Trade Balance (Nov) -$56.8B Expected: -$40.5B Prior: -$29.4B Range: -$21.2B to -$55B ⚙ Nonfarm Productivity (Q3 Final) Q/Q: 4.9% Expected: 4.9% Prior: 3.3% Revised from: 4.1% 👷 Initial Jobless Claims (Jan 24) 209K Expected: 205K Prior: 210K Revised from: 200K 4-week avg: 206.25K 📄 Continuing Claims (Jan 17) 1.0M Expected: 1.86M Prior: 1.0M Range: 1.834M1.948M https://twitter.com/i/web/status/2016867722957557768 https://twitter.com/i/web/status/2016867722957557768" [X Link](https://x.com/CHItraders/status/2016867722957557768) 2026-01-29T13:35Z [----] followers, [---] engagements "📊 $LMT Q4 EARNINGS ❌ Earnings Miss GAAP EPS: $5.80 YoY: 161.26% (from $2.22) ✅ Revenue Beat Sales: $20.321B YoY: 9.12% (from $18.622B) 🔹 FY2026 GAAP EPS Outlook: $29.35$30.25 vs $29.14 est 🔹 FY2026 Sales Outlook: $77.5B$80.0B vs $77.831B est" [X Link](https://x.com/CHItraders/status/2016868834284597374) 2026-01-29T13:39Z [----] followers, [---] engagements "📊 $NDAQ Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.96 YoY: 26.32% (from $0.76) ✅ Revenue Beat Sales: $1.392B YoY: 13.45% (from $1.227B) 🔹 [----] Non-GAAP OpEx Guidance Initiated: $2.455B$2.535B 🔹 [----] Non-GAAP Tax Rate Outlook: 22.5%24.5%" [X Link](https://x.com/CHItraders/status/2016869242134560841) 2026-01-29T13:41Z [----] followers, [---] engagements "📊 $VLO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $3.82 YoY: 496.87% (from $0.64) ✅ Revenue Beat Sales: $30.372B YoY: 1.25% (from $30.756B)" [X Link](https://x.com/CHItraders/status/2016870340304007605) 2026-01-29T13:45Z [----] followers, [---] engagements "📊 $RCL Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $2.80 YoY: 71.78% (from $1.63) ❌ Revenue Miss Sales: $4.259B YoY: 13.24% (from $3.761B) 🔹 Q1 Adj. EPS Outlook: $3.18$3.28 vs $2.92 est 🔹 FY2026 Adj. EPS Outlook: $17.70$18.10 vs $17.66 est" [X Link](https://x.com/CHItraders/status/2016870523641159949) 2026-01-29T13:46Z [----] followers, [---] engagements "📊 $DOW Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $(0.34) vs $(0.46) est YoY: Improved (smaller loss vs last year) ❌ Revenue Miss Sales: $9.460B vs $9.462B est YoY: 9.1% (from $10.405B) 🔹 Q1 Sales Guide: $9.40B vs $10.33B est" [X Link](https://x.com/CHItraders/status/2016871614047035648) 2026-01-29T13:50Z [----] followers, [---] engagements "📊 $TMO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $6.57 vs $6.45 est YoY: 7.7% (from $6.10) ✅ Revenue Beat Sales: $12.215B vs $11.950B est YoY: 7.2% (from $11.395B)" [X Link](https://x.com/CHItraders/status/2016871723602235553) 2026-01-29T13:51Z [----] followers, [---] engagements "$HON Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $2.59 vs $2.54 est YoY: 16.7% (from $2.22) ❌ Revenue Miss Sales: $9.758B vs $9.854B est YoY: 6.4% (from $9.169B) 🔹 FY2026 Adj. EPS Guide: $10.35$10.65 vs $10.38 est 🔹 FY2026 GAAP EPS Guide: $9.59$9.89 vs $9.83 est 🔹 FY2026 Sales Guide: $38.8B$39.8B vs $39.62B est 🔹 Q1 Adj. EPS Guide: $2.25$2.35 vs $2.34 est 🔹 Q1 GAAP EPS Guide: $2.05$2.15 vs $2.21 est 🔹 Q1 Sales Guide: $9.1B$9.4B vs $9.29B est https://twitter.com/i/web/status/2016871968490868750 https://twitter.com/i/web/status/2016871968490868750" [X Link](https://x.com/CHItraders/status/2016871968490868750) 2026-01-29T13:52Z [----] followers, [---] engagements "US-LISTED SHARES OF COPPER MINERS RISE PREMARKET AFTER COPPER PRICES HIT RECORD HIGH BHP UP 4.1% AND RIO TINTO UP 3.3% FREEPORT-MCMORAN UP 7.4% SOUTHERN COPPER UP 7.7% AND TECK RESOURCES UP 5.2%" [X Link](https://x.com/CHItraders/status/2016874132969861556) 2026-01-29T14:00Z [----] followers, [---] engagements "US OIL PRICES RISE 5% AS IRAN RISKS SWELL" [X Link](https://x.com/CHItraders/status/2016879312150929878) 2026-01-29T14:21Z [----] followers, [---] engagements "IMG SIGNS WOOD CHIP SUPPLY DEAL $IMG up modestly after subsidiary Zhimeng inked a $2.6M sales agreement with Yuncheng Trading. 🔹 15K bone-dry metric tons of wood chips 🔹 Contract value approx. $2.59M 🔹 Delivery expected by Feb [--] [----] 🔹 Supports raw material supply stability https://twitter.com/i/web/status/2016880486241415420 https://twitter.com/i/web/status/2016880486241415420" [X Link](https://x.com/CHItraders/status/2016880486241415420) 2026-01-29T14:25Z [----] followers, [---] engagements "$AAL AMERICAN AIRLINES PLANS TO RESUME DAILY SERVICE TO VENEZUELA PENDING U.S. GOVERNMENT APPROVAL AND SUBJECT TO SECURITY ASSESSMENTS -- AIRLINE" [X Link](https://x.com/CHItraders/status/2016919688970735989) 2026-01-29T17:01Z [----] followers, [---] engagements "$UBS NOW PROJECTS AN UPSIDE SCENARIO TARGET OF $7200/OZ FOR GOLD AND A DOWNSIDE SCENARIO OF $4600/OZ (THIS IS CLOSE TO A ONE STANDARD DEVIATION MOVE)" [X Link](https://x.com/CHItraders/status/2016920772623663320) 2026-01-29T17:05Z [----] followers, [---] engagements "SPDR GOLD SHARES ETF SLIDES 1% NEWMONT DOWN 5% SIBANYE STILLWATER FALLS 6.1% BARRICK MINING SLIPS 3.3% KINROSS GOLD DROPS 6% GOLD FIELDS DOWN 7.7% ANGLOGOLD ASHANTI FALLS 9.8%" [X Link](https://x.com/CHItraders/status/2016924415921938620) 2026-01-29T17:20Z [----] followers, [---] engagements "$JOBY Live On CNBC Josh Brown Announces Bought More Joby Aviation" [X Link](https://x.com/CHItraders/status/2016927997744341118) 2026-01-29T17:34Z [----] followers, [---] engagements "$NU GETS U.S. BANK GREEN LIGHT $NU clears a major regulatory hurdle as it pushes deeper into the U.S. financial system. 🔹 Receives OCC conditional approval for national bank charter 🔹 Plans to form Nubank N.A. as a de novo bank 🔹 Opens door to deposits cards lending crypto custody 🔹 Brings federal oversight and broader product reach 🔹 Long-term U.S. expansion box officially checked https://twitter.com/i/web/status/2016952640849002917 https://twitter.com/i/web/status/2016952640849002917" [X Link](https://x.com/CHItraders/status/2016952640849002917) 2026-01-29T19:12Z [----] followers, [---] engagements "📊 NewtekOne $NEWT Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: 5.8% (from $0.69) ❌ Revenue Miss Sales: $73.333M YoY: 2.70% (from $75.366M)" [X Link](https://x.com/CHItraders/status/2016980831344988315) 2026-01-29T21:04Z [----] followers, [---] engagements "📊 ResMed $RMD Q2 Earnings ✅ Earnings Beat Adj. EPS: $2.81 YoY: 15.64% (from $2.43) ✅ Revenue Beat Sales: $1.423B YoY: 10.98% (from $1.282B)" [X Link](https://x.com/CHItraders/status/2016981316642701787) 2026-01-29T21:06Z [----] followers, [---] engagements "📊 Visa $V Q1 Earnings ✅ Earnings Beat Adj. EPS: $3.17 YoY: 15.27% (from $2.75) ✅ Revenue Beat Sales: $10.901B YoY: 14.63% (from $9.510B)" [X Link](https://x.com/CHItraders/status/2016981529705038256) 2026-01-29T21:07Z [----] followers, [---] engagements "📊 Olin $OLN Q4 Earnings ❌ Earnings Miss Adj. EPS: $(0.75) YoY: 933.33% (from $0.09) ✅ Revenue Beat Sales: $1.665B YoY: 0.36% (from $1.671B)" [X Link](https://x.com/CHItraders/status/2016981909578940735) 2026-01-29T21:08Z [----] followers, [---] engagements "📊 MaxLinear $MXL Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.19 YoY: 311.11% (from $(0.09)) ✅ Revenue Beat Sales: $136.436M YoY: 48.03% (from $92.167M)" [X Link](https://x.com/CHItraders/status/2016982051526709691) 2026-01-29T21:09Z [----] followers, [---] engagements "📊 Financial Institutions $FISI Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 74.55% (from $0.55) ❌ Revenue Miss Sales: $52.211M YoY: 25.41% (from $41.633M)" [X Link](https://x.com/CHItraders/status/2016982236638200187) 2026-01-29T21:10Z [----] followers, [---] engagements "📊 SanDisk $SNDK Q2 Earnings ✅ Earnings Beat Adj. EPS: $6.20 YoY: N/A ✅ Revenue Beat Sales: $3.025B YoY: N/A 🔹 Q3 Guidance Adj. EPS: $12.00$14.00 (vs $3.63 est) Sales: $4.400B$4.480B (vs $2.623B est)" [X Link](https://x.com/CHItraders/status/2016982404288672165) 2026-01-29T21:10Z [----] followers, [---] engagements "📊 Schneider National $SNDR Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.13 YoY: 35% (from $0.20) ❌ Revenue Miss Sales: $1.400B YoY: 4.56% (from $1.339B)" [X Link](https://x.com/CHItraders/status/2016982475109458125) 2026-01-29T21:11Z [----] followers, [---] engagements "📊 PCB Bancorp $PCB Q4 Earnings ✅ Earnings Beat EPS: $0.64 YoY: 39.13% (from $0.46) ❌ Revenue Miss Sales: $29.172M YoY: 11.31% (from $26.207M)" [X Link](https://x.com/CHItraders/status/2016983384266850425) 2026-01-29T21:14Z [----] followers, [---] engagements "📊 Ameris $ABCB Q4 Earnings ✅ Earnings Beat Adj. EPS: $1.59 YoY: 15.22% (from $1.38) ❌ Revenue Miss Sales: $307.134M YoY: 5.62% (from $290.780M)" [X Link](https://x.com/CHItraders/status/2016984911375180246) 2026-01-29T21:20Z [----] followers, [---] engagements "$SCHW Charles Schwab raises quarterly dividend 19%" [X Link](https://x.com/CHItraders/status/2016985014819275229) 2026-01-29T21:21Z [----] followers, [---] engagements "📊 Beazer Homes USA $BZH Q1 Earnings ❌ Earnings Miss EPS: $(1.13) YoY: 1230% (from $0.10) ❌ Revenue Miss Sales: $363.491M YoY: 22.49% (from $468.953M)" [X Link](https://x.com/CHItraders/status/2016985105277890649) 2026-01-29T21:21Z [----] followers, [---] engagements "📊 Weyerhaeuser $WY Q4 Earnings ✅ Earnings Beat Adj. EPS: $(0.09) YoY: 181.82% (from $0.11) ✅ Revenue Beat Sales: $1.717B YoY: 0.53% (from $1.708B)" [X Link](https://x.com/CHItraders/status/2016985305362866661) 2026-01-29T21:22Z [----] followers, [---] engagements "📊 DXC Technology $DXC Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 4.35% (from $0.92) ✅ Revenue Beat Sales: $3.194B YoY: 0.96% (from $3.225B) 🔹 FY2026 Guidance (Narrowed) Adj. EPS: $3.15 (prior $2.85$3.35; vs $3.13 est) Sales: $12.690B (prior $12.670B$12.810B; vs $12.690B est) 🔹 Q4 Outlook Adj. EPS: $0.65$0.75 (vs $0.80 est) Sales: $3.160B$3.190B (vs $3.185B est) https://twitter.com/i/web/status/2016986354027245891 https://twitter.com/i/web/status/2016986354027245891" [X Link](https://x.com/CHItraders/status/2016986354027245891) 2026-01-29T21:26Z [----] followers, [---] engagements "📊 Apple $AAPL Q1 Earnings +2.54% ✅ Earnings Beat EPS: $2.84 YoY: 18.33% (from $2.40) ✅ Revenue Beat Sales: $143.756B YoY: 15.65% (from $124.300B)" [X Link](https://x.com/CHItraders/status/2016987663568367734) 2026-01-29T21:31Z [----] followers, [----] engagements "APPLE 1Q PRODUCTS REV. $113.74B EST. $107.69B APPLE 1Q IPHONE REVENUE $85.27B EST. $78.31B APPLE 1Q AMERICAS REVENUE $58.53B EST. $59.06B $AAPL" [X Link](https://x.com/CHItraders/status/2016987925326582059) 2026-01-29T21:32Z [----] followers, [---] engagements "📊 Hilltop Holdings $HTH Q4 Earnings ✅ Earnings Beat EPS: $0.69 YoY: 25.45% (from $0.55) ✅ Revenue Beat Sales: $112.527M YoY: 6.68% (from $105.484M)" [X Link](https://x.com/CHItraders/status/2016991736979956036) 2026-01-29T21:47Z [----] followers, [---] engagements "$DAL $AAL $UAL U.S. TRANSPORTATION DEPARTMENT RESCINDS [----] ORDER THAT BARRED U.S. AIRLINES FROM FLYING TO VENEZUELA" [X Link](https://x.com/CHItraders/status/2017060362630127676) 2026-01-30T02:20Z [----] followers, [---] engagements "📊 $AXP Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $3.53 YoY: 16.12% (from $3.04) ✅ Revenue Beat Sales: $18.980B YoY: 10.48% (from $17.179B) 🔹 Missed EPS by a single penny. Yes Wall Street noticed anyway 🔹 Revenue barely cleared the bar but a beat is a beat 🔹 Dividend raised to $0.95 from $0.82 because shareholders like consolation prizes 🔹 FY2026 Outlook GAAP EPS: $17.30$17.90 vs $17.41 est Sales: $78.729B$79.452B vs $78.615B est https://twitter.com/i/web/status/2017213217978605875 https://twitter.com/i/web/status/2017213217978605875" [X Link](https://x.com/CHItraders/status/2017213217978605875) 2026-01-30T12:28Z [----] followers, [---] engagements "📊 $REGN Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $11.44 YoY: 5.22% (from $12.07) ✅ Revenue Beat Sales: $3.884B YoY: 2.51% (from $3.789B)" [X Link](https://x.com/CHItraders/status/2017214440257491209) 2026-01-30T12:32Z [----] followers, [---] engagements "📊 $CVX Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.52 YoY: 26.21% (from $2.06) ❌ Revenue Miss Sales: $46.873B YoY: 10.25% (from $52.226B)" [X Link](https://x.com/CHItraders/status/2017215080807424185) 2026-01-30T12:35Z [----] followers, [---] engagements "📊 $COFS Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.92 YoY: 10.84% (from $0.83) ❌ Revenue Miss Sales: $42.937M YoY: 76.38% (from $24.343M)" [X Link](https://x.com/CHItraders/status/2017215831189377489) 2026-01-30T12:38Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CHItraders CHItrader
Several companies have recently reported earnings, with many beating expectations, including Thermo Fisher Scientific, Valero Energy, and Universal Health Services. Exxon Mobil has made announcements regarding a project in Greece and a bond offering. Additionally, tech companies such as Apple, Amazon, and Google are making advancements in AI, with Apple planning to use a Google AI model to power Siri.
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Social Influence
Social category influence stocks #4706 finance 31.96% technology brands 19.21% cryptocurrencies #6533 countries 10.23% automotive brands 4.37% currencies 4.13% financial services #682 exchanges #1939 social networks 1.26%
Social topic influence quarterly earnings #40, ai 7.48%, beat #51, eps #39, $spy #258, target #1263, ceo #3638, strong #2749, $googl #2663, up to 2.75%
Top accounts mentioned or mentioned by @jedimarkus77 @queenofmomo @keithhambone @girthyb @winnerinvestor @saynototrading @deitaone @cfromhertz @cajunvetx @elonmusk @grok @chain_alphax @breaking911 @01stocksavage @jhenthorn @cryptocobain @costco @michaeljburry @fedprom @ifindretards
Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) NVIDIA Corp. (NVDA) Metadium (META) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Mario Coin (COIN) Tesla, Inc. (TSLA) Applied Materials, Inc. (AMAT) Novo-Nordisk (NVO) Bitcoin (BTC) Coinbase Global Inc. (COIN) Alibaba Group (BABA) Netflix Inc (NFLX) QUALCOMM, Inc. (QCOM) Eli Lilly and Company (LLY) Cisco Systems Inc (CSCO) Micron Technology, Inc. (MU) Uber Technologies, Inc. (UBER) Boeing Co (BA) Paramount Skydance Corporation Class B Common Stock (PSKY) Oracle Corporation (ORCL) McDonald's Corp (MCD) Snap, Inc. (SNAP) Stellantis N.V. (STLA) T-Mobile (TMUS) Rivian Automotive, Inc. (RIVN) Warner Bros Discovery, Inc. (WBD) TotalEnergies SE (TTE) CME Group Inc (CME) Airbnb, Inc. (ABNB) Toyota Motor Corporation (TM) HSBC Holdings PLC (HSBC) Spotify Technology (SPOT) Goldman Sachs (GS) Arista Networks Inc (ANET) KKR & Co, Inc. (KKR) 2131KOBUSHIDE (21) Sandisk Corporation (SNDK)
Top Social Posts
Top posts by engagements in the last [--] hours
"📊 $WEX Q4 EARNINGS +3.26% ✅ Earnings Beat Adj. EPS: $4.11 YoY: 15.13% (from $3.57) ✅ Revenue Beat Sales: $672.90M YoY: 5.72% (from $636.50M) 📊 $WEX Q1 GUIDANCE 🔹 Adj. EPS: $3.80$4.00 (vs $4.02 est) 🔹 Sales: $650.0M$670.0M (vs $663.60M est)"
X Link 2026-02-04T21:36Z [----] followers, [---] engagements
"📊 SharkNinja $SN Quarterly Earnings ✅ Earnings Beat Adj. EPS: $1.93 YoY: 37.86% (from $1.40) ✅ Revenue Beat Sales: $2.101B YoY: 17.57% (from $1.787B)"
X Link 2026-02-11T12:40Z [----] followers, [---] engagements
"@Breaking911 Who Lol"
X Link 2019-01-12T18:13Z [----] followers, [--] engagements
"@01stocksavage @DeItaone They are taxed. Its still not their responsibility to handout their cash to others. 🤦🏻♂"
X Link 2021-03-30T14:02Z [----] followers, [--] engagements
"@jhenthorn @CryptoCobain"
X Link 2021-05-14T01:23Z [----] followers, [--] engagements
"📊 Sierra $BSRR Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.72 YoY: 2.7% (from $0.74) ✅ Revenue Beat Sales: $40.0M YoY: 3.8% (from $38.6M)"
X Link 2025-10-27T12:17Z [----] followers, [---] engagements
"📊 MNTN $MNTN Q3 [----] Earnings ✅ Earnings Beat Adj. EPS: $0.08 YoY: 128.6% (from $(0.28)) ❌ Revenue Miss Sales: $70.0M YoY: 22.6% (from $57.1M)"
X Link 2025-11-04T21:23Z [----] followers, [---] engagements
"📊 Expensify $EXFY Q3 Earnings -4.32% ❌ Earnings Miss Adj. EPS: $(0.03) YoY: 150% (from $0.06) ❌ Revenue Miss Sales: $35.065M YoY: 0.97% (from $35.409M)"
X Link 2025-11-06T21:01Z [----] followers, [---] engagements
"📊 TTEC Holdings $TTEC Q3 Earnings -3.17% ❌ Earnings Miss Adj. EPS: $0.12 YoY: 9.09% (from $0.11) ✅ Revenue Beat Sales: $519.143M YoY: 1.94% (from $529.427M)"
X Link 2025-11-06T21:16Z [----] followers, [---] engagements
"$TGT Target Lowers Prices On [----] Food Beverage And Essential Items Brings Back Thanksgiving Dinner For Under $5 Per Person And Donates $500000 To Feeding America To Provide Five Million Meals Nationwide"
X Link 2025-11-11T11:28Z [----] followers, [----] engagements
"📊 CI&T $CINT Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.09 YoY: 28.6% (from $0.07) ✅ Revenue Beat Sales: $127.31M YoY: 13.5% (from $112.16M)"
X Link 2025-11-12T21:13Z [----] followers, [---] engagements
"📊 Via Transportation $VIA Q3 Earnings ❌ Earnings Miss Adj. EPS: -$1.49 YoY: 12.35% (from -$1.70) ✅ Revenue Beat Sales: $109.653M YoY: 31.61% (from $83.314M)"
X Link 2025-11-14T14:27Z [----] followers, [---] engagements
"📊 BBB Foods $TBBB Q3 Earnings ❌ Earnings Miss Adj. EPS: $(0.66) YoY: 760% (from $0.10) ❌ Revenue Miss Sales: $1.089B YoY: 38.87% (from $784.204M)"
X Link 2025-11-19T21:45Z [----] followers, [---] engagements
"📊 Jewett-Cameron Trading $JCTC Q4 [----] Earnings ❌ Earnings Miss Adj. EPS: $(0.64) YoY: 1180% (from $(0.05)) ❌ Revenue Miss / Decline Sales: $10.37M YoY: 21.43% (from $13.20M)"
X Link 2025-12-01T21:24Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $ACHC Market Perform at Leerink; PT $14 🔹 $APLT Market Perform at Leerink; PT $1 🔹 $AUPH Market Perform at Leerink; PT $16 🔹 $BHVN Neutral at HC Wainwright; PT $11 🔹 $BMRN Market Perform at Leerink; PT $60 🔹 $CHTR Strong Sell at CFRA 🔹 $CGNX Underweight at JPMorgan; PT $35 🔹 $IFRX Market Perform at Leerink; PT $2 🔹 $JAMF Market Perform at Citizens 🔹 $PSTG Neutral at Susquehanna; PT $100 🔹 $REGN Equal-Weight at Morgan Stanley; PT $767 🔹 $W Hold at Jefferies; PT $94 https://twitter.com/i/web/status/1996192599623745642"
X Link 2025-12-03T12:19Z [----] followers, [---] engagements
"$PLRX $MRX Pliant Cancer Drug Boosts Responses When Paired With Merck's Blockbuster Keytruda In Tough-To-Treat Tumors"
X Link 2025-12-04T18:54Z [----] followers, [---] engagements
"📊 ServiceTitan $TTAN Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.24 YoY: 900% (from $(0.03)) ✅ Revenue Beat Sales: $249.20M YoY: 25.05% (from $199.28M)"
X Link 2025-12-04T22:25Z [----] followers, [---] engagements
"$BORR $NE Noble Corp To Sell Six Jackups For $424M Including $360M Deal With Borr Drilling And A Separate Transaction For The Sale Of One Rig To Ocean Oilfield Drilling For $64M In Cash"
X Link 2025-12-08T21:57Z [----] followers, [---] engagements
"$DDD 3D Systems To Exchange An Aggregate Principa Amount Of $31 Million Of [----] Notes For 16.6M Shares"
X Link 2025-12-09T13:14Z [----] followers, [---] engagements
"$DDD 3D Systems Announced That The U.S. Food And Drug Administration Has Granted 510(K) Clearance Expanding The Indications For Its VSP Orthopedics Virtual Surgical Planning And Patient-specific Instrumentation Platform To Include Skeletally Mature Adolescents Of Normal Bone Stature In Addition To Adults https://twitter.com/i/web/status/2000545012363186318 https://twitter.com/i/web/status/2000545012363186318"
X Link 2025-12-15T12:34Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $AVTR Underperform at Jefferies; PT $9 🔹 $BALY Underweight at Barclays; PT $11 🔹 $BF.B Sell at Citi; PT $27 🔹 $CLVT Underweight at Morgan Stanley; PT $3 🔹 $CYBR Neutral at JPMorgan; PT $474 🔹 $FTNT Underweight at JPMorgan; PT $75 🔹 $JNJ Hold at CFRA; PT $222 🔹 $KDP Hold at Jefferies; PT $32 🔹 $MGM Equalweight at Barclays; PT $38 🔹 $PVH Market Perform at Telsey; PT $82 🔹 $SQ Equal Weight at Wells Fargo; PT $7 🔹 $STZ Hold at Jefferies; PT $154 🔹 $WTRG Underweight at Barclays; PT $38 https://twitter.com/i/web/status/2001278285234204960"
X Link 2025-12-17T13:08Z [----] followers, [---] engagements
"$ENVA WEEKLY BREAKDOWN 🔹 Drifted from $163.00 to $163.85 🔹 Weekly move: +0.5% 🔹 Vibe: Flat-with-a-pulse. Stock went nowhere and politely stayed expensive. WHATS DRIVING / DRAGGING IT 🔹 Prior rally already did the heavy lifting 🔹 No new catalysts so price just hovered 🔹 Buyers defended the $160+ area without enthusiasm 🔹 Sellers tried failed and went home 🔹 Credit/fintech backdrop stayed neutral all week OPTIONS IMPLIED VOL 🔹 30-day IV: Moderately elevated but compressing 🔹 Vol pricing says range-bound boredom 🔹 Implied weekly move: Low single digits 🔹 Premiums fading as drama"
X Link 2025-12-21T23:44Z [----] followers, [---] engagements
"$EDEN State Department Clears $951M Potential Sale Of Advanced Medium Range Air-To-Air Missiles And Equipment To Denmark"
X Link 2025-12-23T13:38Z [----] followers, [---] engagements
"$GL SETS UP BERMUDA REINSURANCE ARM 🔹 $GL establishes Globe Life Re licensed as a Bermuda Class C insurer 🔹 New unit to provide reinsurance support for affiliated insurance businesses 🔹 Will write quota share reinsurance taking proportional risk on select policies 🔹 Transactions conducted at arms length 🔹 Subject to full regulatory oversight https://twitter.com/i/web/status/2003793569962688896 https://twitter.com/i/web/status/2003793569962688896"
X Link 2025-12-24T11:43Z [----] followers, [---] engagements
"$NMAX Newsmax Signs Multi-Year Distribution Deals With Major TV Distributors Throughout Europe Eastern Mediterranean"
X Link 2025-12-29T13:41Z [----] followers, [---] engagements
"$CHAI Core AI Announces Agreement To Divest Siyata Mobile And Its Subsidiaries For Initial Consideration Of $100K In Cash And Earn Out Considerations"
X Link 2025-12-29T13:41Z [----] followers, [---] engagements
"$CWT California Water Service Secures CPUC Approval For Temporary Rate Adjustments Amid Delayed General Rate Case Decision"
X Link 2025-12-30T10:18Z [----] followers, [---] engagements
"INITIATIONS 🔹 $LMRI Overweight/Outperform across multiple firms; PT $2223 🔹 $SBET Overweight at Cantor; PT $15 🔹 $VTVT Buy at TD Cowen; PT $67 🔹 $WAT Outperform at William Blair"
X Link 2026-01-05T12:28Z [----] followers, [---] engagements
"$COYA FDA IND ACCEPTED 🔹 FDA accepts IND for COYA [---] in frontotemporal dementia 🔹 Targets Treg function in neurodegenerative disease 🔹 FTD has no approved disease-modifying treatments 🔹 Clears path to begin clinical development"
X Link 2026-01-05T13:10Z [----] followers, [---] engagements
"$OLED Universal Display Signs Agreements With Tianma To Provide UniversalPHOLED Phosphorescent OLED Materials Technologies to Tianma"
X Link 2026-01-05T21:20Z [----] followers, [---] engagements
"FINANCIALS 🔹 $JEF tied to creditor dispute in First Brands bankruptcy 🔹 Bitcoin options show traders targeting $100k 🔹 $UNCRY lifts Alpha Bank stake to 29.8%"
X Link 2026-01-06T11:45Z [----] followers, [---] engagements
"$GRMN EXPANDS AUTO TECH WITH $QCOM 🔹 Unveils Nexus automotive HPC platform at CES [----] 🔹 Powered by $QCOM Snapdragon Elite for automotive 🔹 Up to 6x more compute consolidates infotainment clusters ADAS 🔹 Targets [----] programs with scalable ASIL-compliant autonomy support"
X Link 2026-01-06T12:01Z [----] followers, [---] engagements
"$LLY $VTYX Eli Lilly is in advanced talks to acquire Ventyx Biosciences for more than USD 1bln"
X Link 2026-01-06T20:57Z [----] followers, [----] engagements
"📉 DOWNGRADES 🔹 $AFYA Neutral at JPMorgan; PT $22 🔹 $ALRS Market Perform at Hovde Group 🔹 $AJG Neutral at Piper Sandler; PT $272 🔹 $ASTS Sector Underperform at Scotiabank 🔹 $AXTA Neutral at Baird; PT $35 🔹 $BCSF Equal-Weight at Wells Fargo; PT $14 🔹 $BAC Peerperform at Wolfe 🔹 $BBAI Neutral at Cantor; PT $6 🔹 $BJ Underweight at Barclays; PT $90 🔹 $BXSL Underweight at Wells Fargo; PT $24 🔹 $COFS Market Perform at Hovde Group 🔹 $CLF Sector Weight at KeyBanc 🔹 $CROX Neutral at Baird; PT $100 🔹 $DECK Underweight at Piper Sandler; PT $85 🔹 $DECK Neutral at Baird; PT $125 🔹 $FIHL"
X Link 2026-01-07T12:30Z [----] followers, [---] engagements
"$KKR SLIPS AFTER DATA CENTER BET $KKR shares trade lower after unveiling a fresh $1.5B equity investment into European data center platform GTR. 🔹 Funds AI-ready high-density data center expansion 🔹 Oak Hill joins with $400M commitment 🔹 Capital deployed via infra strategy not buybacks 🔹 Heavy capex headline spooks near-term traders 🔹 Long-term AI and cloud demand still the core pitch https://twitter.com/i/web/status/2008965112808263889 https://twitter.com/i/web/status/2008965112808263889"
X Link 2026-01-07T18:13Z [----] followers, [---] engagements
"Resources Connection $RGP Q2 Earnings -0.76% ✅ Earnings Beat Adj. EPS: $0.06 YoY: 66.7% (from $0.18) Est: $0.02 ❌ Revenue Miss Sales: $117.732M YoY: 19.2% (from $145.618M) Est: $124.125M"
X Link 2026-01-07T21:13Z [----] followers, [---] engagements
"📊 Helen Of Troy $HELE Q3 Earnings 🔹 Earnings Inline Adj. EPS: $1.71 YoY: 36.0% (from $2.67) ✅ Revenue Beat Sales: $512.83M YoY: 3.4% (from $530.71M)"
X Link 2026-01-08T12:03Z [----] followers, [---] engagements
"$LUCY Innovative Eyewear 10%+ Shareholder Vladimir Galkin Reported Purchase Of [------] Shares @ Avg Price Of $1.79/Share In Form [--] Filing On Wednesday"
X Link 2026-01-08T12:38Z [----] followers, [---] engagements
"DOWNGRADES 🔹 $ABBV Peerperform at Wolfe 🔹 $ABSI Equal-Weight at Morgan Stanley; PT $4.32 🔹 $AA Underweight at JPMorgan; PT $50 🔹 $AMH Neutral at Mizuho; PT $32 🔹 $RCUS Equal-Weight at Morgan Stanley; PT $20 🔹 $AXSM Equal-Weight at Morgan Stanley 🔹 $BALL Equal-Weight at Morgan Stanley; PT $63 🔹 $BBWI Hold at Deutsche Bank; PT $21 🔹 $BWA Neutral at Piper Sandler 🔹 $BURL Hold at Deutsche Bank; PT $318 🔹 $CPRI Neutral at Goldman; PT $27 🔹 $CMG Hold at Gordon Haskett 🔹 $CLVT Neutral at Goldman; PT $3.60 🔹 $CWAN Equal-Weight at Wells Fargo 🔹 $CTNM Equal-Weight at Morgan Stanley 🔹"
X Link 2026-01-08T12:54Z [----] followers, [---] engagements
"INITIATIONS / REINSTATEMENTS 🔹 $ALLY Buy at UBS; PT $56 🔹 $BCAX Buy at BTIG; PT $28 🔹 $BFH Buy at UBS; PT $92 🔹 $BHLL Buy at Roth Capital 🔹 $EVMN Strong Buy at Raymond James; PT $40 🔹 $FIG Hold at Stifel; PT $40 🔹 $INTU Buy at TD Cowen; PT $802 🔹 $PII Buy at Seaport Global; PT $83 🔹 $TYL Buy at Stifel; PT $550 https://twitter.com/i/web/status/2009247421209977011 https://twitter.com/i/web/status/2009247421209977011"
X Link 2026-01-08T12:54Z [----] followers, [---] engagements
"INITIATIONS / REINSTATEMENTS 🔹 $ARE Equal-Weight at Morgan Stanley 🔹 $AUNA Buy at Inteligo; PT $10.90 🔹 $ADSK Buy at Redburn; PT $375 🔹 $BWMN Neutral at JPMorgan; PT $40 🔹 $BBOT Outperform at Raymond James; PT $24 🔹 $CAVA Outperform at Telsey; PT $85 🔹 $CMG Reinstated Outperform at Telsey; PT $50 🔹 $CTEV Equal-Weight at Wells Fargo; PT $33 🔹 $ED Hold at TD Cowen; PT $105 🔹 $CEG Buy at TD Cowen; PT $440 🔹 $CRGY Market Perform at BMO; PT $10 🔹 $D Hold at TD Cowen; PT $65 🔹 $DOCS Outperform at RBC; PT $59 🔹 $DKNG Hold at Texas Capital; PT $39 🔹 $ETR Buy at TD Cowen; PT $108 🔹"
X Link 2026-01-09T12:37Z [----] followers, [---] engagements
"PREDICTION MARKETS GO MAINSTREAM IN [----] $CME is quietly sitting in a tight range while prediction markets move from sideshow to signal and Danny Moses says ignoring them now is how investors get blindsided. 🔹 Liquidity is finally showing up turning event contracts from novelty into something tradable 🔹 Moses says betting on outcomes is no different than picking stocks to express a theme 🔹 Big money is validating it with ICE investing billions and $CME partnering with FanDuel 🔹 Polymarket and Kalshi pulling multi-billion-dollar valuations not hobby pricing 🔹 Moses now checks prediction"
X Link 2026-01-09T14:31Z [----] followers, [---] engagements
"NUVL MAPS [----] LAUNCH PLAN $NUVL is lining up its first real shot at selling something not just promising it. 🔹 Targets U.S. launch of zidesamtinib for ROS1+ lung cancer in [----] pending FDA 🔹 Plans label expansion into TKI-nave ROS1 patients later in [----] 🔹 Filing NDA for neladalkib in ALK+ lung cancer in early [----] 🔹 Running multiple trials across ROS1 ALK and HER2 lung cancers 🔹 Teasing a brand-new drug candidate by year-end [----] 🔹 Sitting on $1.4B cash says runway lasts into [----] https://twitter.com/i/web/status/2010677471255896309 https://twitter.com/i/web/status/2010677471255896309"
X Link 2026-01-12T11:37Z [----] followers, [---] engagements
"ABBV BUYS ARIZONA FACTORY $ABBV is buying a device plant from $WST to make more of its own drug gear in-house. 🔹 Grabbing a Tempe AZ manufacturing site plus device IP 🔹 Hiring [---] workers at the site 🔹 Spending $175M+ to buy and modernize it 🔹 Adds injector tech for immunology and neuroscience drugs 🔹 Part of $10B U.S. manufacturing push over [--] years 🔹 Deal expected to close mid-2026 https://twitter.com/i/web/status/2010678219431657690 https://twitter.com/i/web/status/2010678219431657690"
X Link 2026-01-12T11:40Z [----] followers, [---] engagements
"FINANCIALS 🔹 Trump calls for 10% cap on credit card rates 🔹 $DB India unit draws bids from Kotak Federal Bank 🔹 $PRU considers selling India asset manager 🔹 $KKR COO steps down 🔹 $COIN warns lawmakers over stablecoin rewards"
X Link 2026-01-12T12:00Z [----] followers, [---] engagements
"$CYD China Yuchai Acquires 27.97% Stake In Nanyue Diankong For RMB 176.2M ($25M) To Strengthen Powertrain Supply Chain"
X Link 2026-01-12T12:16Z [----] followers, [---] engagements
"$CRWV $CORZ CoreWeave Partner Core Scientific Surges In Momentum After BTIG Says 'Dust Settled' On Merger Rejection Upgrades The Stock"
X Link 2026-01-12T12:16Z [----] followers, [---] engagements
"📈 UPGRADES 🔹 $AEIS Positive at Susquehanna; PT $300 🔹 $ABNB Buy at B Riley; PT $170 🔹 $AKAM Overweight at Morgan Stanley; PT $115 🔹 $ALB Sector Outperform at Scotiabank; PT $200 🔹 $APH Overweight at Barclays 🔹 $APPN Overweight at Morgan Stanley 🔹 $AMAT Positive at Susquehanna; PT $400 🔹 $CMCSA Buy at BofA; PT $37 🔹 $COP Overweight at Wells Fargo; PT $132 🔹 $CRNX Buy at Goldman; PT $67 🔹 $DDOG Overweight at Morgan Stanley; PT $180 🔹 $FRO Buy at Clarksons; PT $28.33 🔹 $FWONA Outperform at Bernstein; PT $111 🔹 $OPRT Neutral at JPMorgan; PT $5.50 🔹 $PEB Outperform at Baird; PT $15"
X Link 2026-01-12T12:56Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $ALL Hold at TD Cowen; PT $231 🔹 $AEP Neutral at BofA 🔹 $AMWD Neutral at Baird; PT $60 🔹 $AMKR Neutral at UBS; PT $55 🔹 $AROW Market Perform at Hovde 🔹 $AXTA Neutral at UBS; PT $35 🔹 $BC Hold at Texas Capital; PT $90 🔹 $CRWD Sector Weight at KeyBanc 🔹 $DDOG Sell at Goldman 🔹 $DV Equal-Weight at Barclays; PT $12 🔹 $GTLB Equal-Weight at Morgan Stanley; PT $42 🔹 $GTLB Underweight at Barclays; PT $34 🔹 $HTB Market Perform at Hovde 🔹 $NTNX Equal-Weight at Morgan Stanley 🔹 $OMF Underweight at JPMorgan; PT $65 🔹 $PRM Neutral at UBS; PT $31 🔹 $RRC Equal-Weight at"
X Link 2026-01-12T12:56Z [----] followers, [---] engagements
"$VMAR Vision Marine Technologies Announces 1-For-40 Reverse Stock Split Effective Jan. 14"
X Link 2026-01-12T13:39Z [----] followers, [---] engagements
"PACBIO TEAMS UP FOR ULTRA-RARE DISEASE PUSH $PACB plans a strategic collaboration with n-Lorem and EspeRare to use long-read genome sequencing to support custom ASO therapies for ultra-rare diseases. 🔹 Long-read sequencing used to design ASO therapies 🔹 Targets variants missed by standard sequencing 🔹 Aims to cut testing steps and speed validation 🔹 PacBio donating reagents and scientific support 🔹 Goal is faster path from genome to treatment https://twitter.com/i/web/status/2010719526514499600 https://twitter.com/i/web/status/2010719526514499600"
X Link 2026-01-12T14:24Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $ADBE Market Perform at Oppenheimer 🔹 $AA Equal-Weight at Wells Fargo; PT $71 🔹 $AJG Market Perform at BMO; PT $275 🔹 $ASTS Neutral at B Riley; PT $105 🔹 $ATRA Hold at Canaccord; PT $6 🔹 $BSY Neutral at Piper Sandler; PT $45 🔹 $CHTR Underweight at Wells Fargo 🔹 $CRH Equal-Weight at Wells Fargo; PT $138 🔹 $FDX Neutral at BNP Paribas; PT $280 🔹 $RACE Hold at HSBC 🔹 $FIVE Hold at Jefferies; PT $210 🔹 $HPQ Sell at Goldman; PT $21 🔹 $IBP Underweight at JPMorgan; PT $245 🔹 $KALU Equal-Weight at Wells Fargo; PT $120 🔹 $KNF Equal-Weight at Wells Fargo; PT $81 🔹 $LINE"
X Link 2026-01-13T12:54Z [----] followers, [---] engagements
"$KDP $JDEPY Keurig Dr Pepper And Kodiak BidCo Launch [-----] Per Share Offer For JDE Peet's Supported By Board And 69% Undertakings With Closing Expected Early Q2 2026"
X Link 2026-01-15T11:51Z [----] followers, [---] engagements
"First Horizon $FHN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.52 YoY: 20.93% (from $0.43) ✅ Revenue Beat Sales: $888.000M YoY: 21.81% (from $729.000M)"
X Link 2026-01-15T12:37Z [----] followers, [---] engagements
"🛒 UBER + KROGER GO NATIONAL $UBER and $KR just made grocery delivery even harder to dodge. 🔹 Nearly [----] Kroger-family stores now on Uber Eats Uber and Postmates 🔹 Fresh groceries house brands and essentials available 🔹 Same-day and on-demand delivery nationwide 🔹 Boosts Ubers everyday-use play 🔹 Gives Kroger digital reach without extra logistics headaches https://twitter.com/i/web/status/2011786427659387116 https://twitter.com/i/web/status/2011786427659387116"
X Link 2026-01-15T13:03Z [----] followers, [---] engagements
"INITIATIONS 🔹 $WCCB Buy at Janney; PT $52 🔹 $TOYO Buy at HCW; PT $18 🔹 $SWKS Sector Perform at RBC; PT $65 🔹 $SLAB Sector Perform at RBC; PT $160 🔹 $SNDK Sector Perform at RBC; PT $400 🔹 $RLI Equal-Weight at Wells Fargo; PT $62 🔹 $RGTI Buy at Redburn Atlantic 🔹 $QUBT Buy at Redburn Atlantic 🔹 $QCOM Sector Perform at RBC; PT $180 🔹 $NVDA Outperform at RBC 🔹 $NBIS Equal-Weight at Morgan Stanley; PT $126 🔹 $MU Outperform at RBC 🔹 $MRVL Outperform at RBC 🔹 $LUXE Buy at B. Riley; PT $12 🔹 $LSCC Outperform at RBC 🔹 $LRCX Outperform at RBC 🔹 $KLAC Sector Perform at RBC; PT $1550 🔹"
X Link 2026-01-15T13:14Z [----] followers, [---] engagements
"TOYOTA BUYOUT DRAMA $TM pops as Elliott calls the affiliate buyout price cheap. 🔹 Offer raised to [-----] yen from [-----] 🔹 Elliott says that still lowballs minority holders 🔹 Activist pegs real value above [-----] yen 🔹 Elliott refuses to tender its shares 🔹 Blames 40% jump in Toyota group stocks for higher fair value https://twitter.com/i/web/status/2011851992847491094 https://twitter.com/i/web/status/2011851992847491094"
X Link 2026-01-15T17:24Z [----] followers, [---] engagements
"SHALE MEGADEAL WHISPERS $CTRA and $DVN are rumored to be flirting with a monster merger. 🔹 Talks center on combining to gain scale 🔹 Both heavy in Permian and Anadarko 🔹 Activists want fewer players bigger wallets 🔹 Deal could mean cost cuts and cleaner portfolios 🔹 [----] shale theme: merge or get lonely https://twitter.com/i/web/status/2011858565804204492 https://twitter.com/i/web/status/2011858565804204492"
X Link 2026-01-15T17:50Z [----] followers, [----] engagements
"FORD EYES BYD BATTERIES ABROAD $F in talks with Chinas $BYDDF to power hybrids at overseas plants while Washington pretends not to notice. 🔹 Batteries would go into hybrids built outside the U.S. 🔹 Those cars could still be shipped back into the U.S. 🔹 No deal close just exploring options 🔹 Most U.S. hybrids still planned from North America 🔹 $F wont confirm BYD went silent https://twitter.com/i/web/status/2011985183092928654 https://twitter.com/i/web/status/2011985183092928654"
X Link 2026-01-16T02:13Z [----] followers, [---] engagements
"INITIATIONS 🔹 $VMC Buy at B. Riley; PT $345 🔹 $U Buy at Freedom Capital; PT $52 🔹 $STAA Underweight at Morgan Stanley; PT $13 🔹 $MLM Neutral at B. Riley; PT $700 🔹 $KNF Buy at B. Riley; PT $92 🔹 $HSAI Buy at William ONeil 🔹 $FN Buy at William ONeil 🔹 $EVR Buy at William ONeil 🔹 $ROAD Neutral at B. Riley; PT $117 🔹 $BIRK Neutral at Seaport 🔹 $ALAB Buy at President Capital Management 🔹 $ARM Outperform at Haitong https://twitter.com/i/web/status/2012152604982206472 https://twitter.com/i/web/status/2012152604982206472"
X Link 2026-01-16T13:18Z [----] followers, [---] engagements
"PAYX OPENS THE BUYBACK TAP $PAYX just gave itself permission to go shopping. 🔹 Board approved up to $1B in share repurchases 🔹 Replaces the old $400M buyback plan 🔹 Bigger checkbook same stock"
X Link 2026-01-16T14:18Z [----] followers, [---] engagements
"INITIATIONS 🔹 $A New Buy at HSBC; PT $180 🔹 $LNT Reinstated Overweight at Wells Fargo; PT $71 🔹 $ATAI New Buy at Guggenheim; PT $11 🔹 $EAT New Buy at TD Cowen; PT $192 🔹 $CDNL New Buy at DA Davidson 🔹 $CE Equal-Weight at Morgan Stanley; PT $50 🔹 $CLW New Hold at Truist; PT $21 🔹 $CTMX New Buy at Guggenheim; PT $10 🔹 $GDS New Outperform at CCB Intl; PT $51.20 🔹 $HLIO New Overweight at JPMorgan; PT $80 🔹 $OTH New Buy at ThinkEquity; PT $10 🔹 $IRD New Buy at BTIG; PT $7 🔹 $SCI New Overweight at JPMorgan; PT $110 🔹 $STUB New Sell at Citi; PT $13 🔹 $TXRH New Buy at TD Cowen; PT $215"
X Link 2026-01-20T12:30Z [----] followers, [---] engagements
"EUROPE HANDS $ACB SOME GENETIC CLOUT $ACB scores official EU rights for its weed science. 🔹 Granted EU plant variety rights for two cannabis strains 🔹 Approval came from the EUs Community Plant Variety Office 🔹 Locks in IP protection across Europe 🔹 Strengthens medical cannabis positioning 🔹 Flexes its genetics leader storyline without saying much about sales https://twitter.com/i/web/status/2013604438074708371 https://twitter.com/i/web/status/2013604438074708371"
X Link 2026-01-20T13:28Z [----] followers, [---] engagements
"SEMI TECH MEETS BIG MANUFACTURING $JBL takes a minority stake and teams up with EHT Semi to power the next chip wave. 🔹 $JBL makes strategic minority investment in EHT Semi 🔹 Manufacturing collaboration announced 🔹 Focused on advanced semiconductor fabrication 🔹 EHT Semi builds RF and pulsed-power systems 🔹 Tech boosts plasma stability and precision 🔹 Enables advanced etch and deposition processes 🔹 Aims at next-gen chip performance https://twitter.com/i/web/status/2013607323613217087 https://twitter.com/i/web/status/2013607323613217087"
X Link 2026-01-20T13:39Z [----] followers, [---] engagements
"📊 Karooooo $KARO Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.49 (vs. $0.46 exp) YoY: 13.95% (from $0.43) ✅ Revenue Beat Sales: $81.374M (vs. $79.180M exp) YoY: 26.62% (from $64.266M)"
X Link 2026-01-20T21:06Z [----] followers, [---] engagements
"ARK SHUFFLES THE DECK $AVGO $WRD $BYDDY $AMD Cathie Wood went bargain hunting Tuesday while everyone else was panic-scrolling. 🔹 $AVGO ARKK bought [-----] shares about $10.8M at $332.60 🔹 Stock got smacked after China told foreign cyber software to take a hike 🔹 VMware caught the shrapnel since it lives under $AVGO now 🔹 $WRD ARKQ bought [------] shares about $4.9M at $8.48 🔹 Runs 1000+ robotaxis in China with driverless ops in major cities 🔹 Hooks into Tencents WeChat so riders can summon cars like pizza 🔹 $BYDDY ARKQ bought [------] shares about $2.53M at $12.31 🔹 Beat $TSLA in [----] EV"
X Link 2026-01-21T02:15Z [----] followers, [---] engagements
"BRISTOW LOCKS IN ELECTRAS ULTRA-SHORT PLANE $VTOL locks early delivery of Electras EL9 and bets big on point-to-point air travel. 🔹 Signs binding PDP deal for [--] EL9 aircraft 🔹 Gets first delivery slot from Electra 🔹 EL9 takes off and lands in [---] feet 🔹 Carries [--] passengers or [----] lbs of cargo 🔹 Range [---] nm ferry up to [----] nm 🔹 Converts old LOI into real contract 🔹 Options for [--] more aircraft 🔹 Targeting corporate resorts airlines and government routes 🔹 Goal is faster trips without real airports https://twitter.com/i/web/status/2013962254241128827"
X Link 2026-01-21T13:09Z [----] followers, [---] engagements
"BANKS FLOAT $1.8B WALMART DEAL LOANS Big lenders push fresh debt tied to a major Walmart supplier buyout. $WMT $RY 🔹 About $1.8B in loans launched 🔹 Tied to Investindustrial buying TreeHouse Foods 🔹 Part of leveraged buyout financing 🔹 Shows demand still alive for M&A credit 🔹 Food suppliers with big buyers stay bankable https://twitter.com/i/web/status/2013980128393490469 https://twitter.com/i/web/status/2013980128393490469"
X Link 2026-01-21T14:20Z [----] followers, [---] engagements
"$BLK BLACKROCK REPORTS 5.02% PASSIVE STAKE IN $KKR AS OF DEC [--] [----] - SEC FILING"
X Link 2026-01-21T17:39Z [----] followers, [---] engagements
"US REFINERS QUIETLY BACK IN VENEZUELA $VLO and $PSX buy Venezuelan crude cargoes as part of Washingtons deal with Caracas per Reuters. 🔹 Venezuelan oil purchased via Vitol 🔹 Cargoes headed to the U.S. Gulf Coast 🔹 Discounted pricing at $8.50$9.50 below Brent 🔹 Part of agreement allowing up to 50M barrels exported 🔹 Early sign U.S. refiners are re-engaging despite sanctions theater https://twitter.com/i/web/status/2014306869033009654 https://twitter.com/i/web/status/2014306869033009654"
X Link 2026-01-22T11:59Z [----] followers, [---] engagements
"📊 Huntington Bancshares $HBAN Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.30 (vs. $0.34 est.) YoY: 11.76% (from $0.34) ❌ Revenue Miss Sales: $2.174B (vs. $2.208B est.) YoY: 11.26% (from $1.954B)"
X Link 2026-01-22T12:02Z [----] followers, [---] engagements
"UPGRADES 🔹 $CALY Buy at B Riley; PT $19 🔹 $CPRI Buy at TD Cowen; PT $32 🔹 $CS Buy at Clarksons; PT C$18 🔹 $COR Buy at Jefferies; PT $440 🔹 $DDOG Buy at Stifel; PT $160 🔹 $ELAN Overweight at Piper Sandler 🔹 $EHAB Outperform at Oppenheimer; PT $14 🔹 $MCHP Outperform at BNP Paribas; PT $90 🔹 $ONB Buy at TD Cowen; PT $30 🔹 $ON Neutral at BNP Paribas; PT $62 🔹 $RGTI Buy at B Riley; PT $35 🔹 $SFNC Outperform at Raymond James; PT $23 🔹 $SMBK Outperform at Hovde Group; PT $48 🔹 $SPHR Buy at BTIG; PT $110 🔹 $SPOT Accumulate at Inderes; PT $590 🔹 $TPST Buy at HC Wainwright; PT $11 🔹"
X Link 2026-01-22T12:31Z [----] followers, [---] engagements
"📈 PRUDENTIAL BOOSTS MALAYSIA CONTROL $PRU agrees to raise its stake in Prudential Assurance Malaysia to 70% in a $375M deal. 🔹 Buys an additional 19% ownership stake 🔹 Total investment US$375M 🔹 Strengthens control over Malaysian life insurance unit 🔹 Deal expected to be earnings and value accretive 🔹 Signals deeper long-term commitment to Asia https://twitter.com/i/web/status/2014333640306458806 https://twitter.com/i/web/status/2014333640306458806"
X Link 2026-01-22T13:45Z [----] followers, [---] engagements
"CARLYLE EYES SINTRA RESORT EXIT $CG is in talks with L Catterton to sell the iconic Penha Longa Resort near Sintra Portugal. 🔹 Discussions ongoing no deal finalized 🔹 Asset is a landmark luxury resort in Portugal 🔹 L Catterton backed by LVMH-linked capital 🔹 Would mark a notable hospitality exit for $CG 🔹 Another private equity rotation in European luxury assets https://twitter.com/i/web/status/2014333782338269659 https://twitter.com/i/web/status/2014333782338269659"
X Link 2026-01-22T13:46Z [----] followers, [---] engagements
"$ADSK Autodesk Launches Global Restructuring To Result In The Termination Of 7% Of Its Workforce Or [----] Employees Expects To Incur Total Pre-Tax Restructuring Charges Of $135M-$160M"
X Link 2026-01-22T14:12Z [----] followers, [---] engagements
"📊 $USCB Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.44 (vs. $0.32 est.) YoY: 29.41% (from $0.34) ❌ Revenue Miss Sales: $25.527M (vs. $26.239M est.) YoY: 11.06% (from $22.985M)"
X Link 2026-01-22T21:09Z [----] followers, [---] engagements
"📊 $AA Q4 Earnings ✅ Earnings Beat Adj. EPS: $1.26 (vs. $0.92 est.) YoY: 21.15% (from $1.04) ✅ Revenue Beat Sales: $3.449B (vs. $3.306B est.) YoY: 1.06% (from $3.486B)"
X Link 2026-01-22T21:12Z [----] followers, [---] engagements
"JEFFS BRANDS CHASES WORLD CUP SECURITY $JFBR is lining up an AI-powered pitch to help secure the [----] FIFA World Cup across the US Canada and Mexico. 🔹 Exploring security support opportunities tied to the [----] World Cup 🔹 Play runs through subsidiary KeepZone AI 🔹 Focus on AI-driven threat detection for stadiums and fan zones 🔹 Targeting high-density public environments 🔹 Another small-cap aiming big by attaching itself to a global event https://twitter.com/i/web/status/2014669283612098784 https://twitter.com/i/web/status/2014669283612098784"
X Link 2026-01-23T11:59Z [----] followers, [---] engagements
"$GH Guardant Health gets a favorable ruling from appeals court in patent case"
X Link 2026-01-23T16:34Z [----] followers, [---] engagements
"$BKR $HAL BLOOMBERG: SLB BAKER HUGHES HALLIBURTON TO FOCUS REPAIRING/REPLACING DAMAGED OUTDATED EQUIPMENT & REFRESHING OLDER DRILLING SITES IN VENEZUELA"
X Link 2026-01-24T13:23Z [----] followers, [---] engagements
"LAST WEEKS LARGE-CAP LOSERS $AVAV $DKNG $WST $CEG $APP $WIT $ABT $FLUT $SHOP all took turns falling down the stairs while the market watched. 🔹 $AVAV 19.45% Pentagon stop-work order nuked the SCAR program 🔹 $DKNG 14.40% MA judge blocks Kalshi sports contracts regulatory buzzkill 🔹 $WST 13.27% No drama just heavy selling 🔹 $CEG 10.38% Wells Fargo trims PT to $460 vibes downgraded 🔹 $APP 14.68% CapitalWatch report spooked investors 🔹 $WIT 8.37% Q3 results failed to impress 🔹 $ABT 12.23% Soft sales weak EPS guide analysts pile on 🔹 $FLUT 13.07% Analyst PT cuts across the board 🔹 $SHOP"
X Link 2026-01-25T13:06Z [----] followers, [---] engagements
"LEAN AI FIXES LTL CHAOS $CHRW is letting AI babysit missed LTL pickups so humans can stop chasing trucks that already left. 🔹 AI agents now track and resolve missed LTL pickups in real time 🔹 95% of missed-pickup checks fully automated 🔹 Saves 350+ hours of manual work every single day 🔹 Freight moves up to one full day faster 🔹 Unnecessary return trips cut by 42% 🔹 Carriers get cleaner data to fix scheduling and terminal ops 🔹 Less LTL gridlock caused by multi-shipper truck complexity https://twitter.com/i/web/status/2015731982487982142"
X Link 2026-01-26T10:22Z [----] followers, [---] engagements
"✈ INDUSTRIALS 🔹 Over [-----] US flights cancelled due to winter storm 🔹 $EADSY warns of rising geopolitical risk 🔹 $RNMBY in talks for German military satellite network 🔹 $RYAAY raises FY26 guidance on better $BA deliveries"
X Link 2026-01-26T10:35Z [----] followers, [---] engagements
"LEIDOS BULKS UP ENERGY INFRASTRUCTURE $LDOS is buying ENTRUST Solutions Group for $2.4B to muscle further into utility engineering and infrastructure work. 🔹 $2.4B acquisition expands exposure to resilient utility spending 🔹 Pushes $LDOS deeper into gas and electric generation infrastructure 🔹 Adds complementary engineering capabilities and customer base 🔹 Broadens reach across regulated utility markets 🔹 Management expects immediate revenue growth accretion 🔹 EBITDA margins projected to improve right out of the gate https://twitter.com/i/web/status/2015749315176603861"
X Link 2026-01-26T11:31Z [----] followers, [---] engagements
"📊 $STLD Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $1.82 YoY: 33.82% (from $1.36) ❌ Revenue Miss Sales: $4.414B YoY: 14.00% (from $3.872B"
X Link 2026-01-26T12:15Z [----] followers, [---] engagements
"📈 UPGRADES 🔹 $APP Buy at Needham; PT $700 🔹 $CSCO Outperform at Evercore ISI; PT $100 🔹 $CTSH Buy at Deutsche Bank; PT $100 🔹 $CPAY Overweight at Morgan Stanley; PT $379 🔹 $META Buy at Rothschild & Co Redburn; PT $900 🔹 $NFLX Accumulate at Phillip Secs; PT $100 🔹 $RLAY Outperform at Oppenheimer; PT $14 🔹 $SOLV Overweight at KeyBanc; PT $97 🔹 $STC Outperform at KBW; PT $81 https://twitter.com/i/web/status/2015765913073586230 https://twitter.com/i/web/status/2015765913073586230"
X Link 2026-01-26T12:36Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $AMZN Accumulate at Phillip Secs; PT $290 🔹 $BOKF Neutral at DA Davidson; PT $135 🔹 $CWAN Neutral at UBS; PT $24.55 🔹 $IOBT Neutral at Piper Sandler; PT $0.50 🔹 $LCUT Hold at Canaccord; PT $3.50 🔹 $RGLD Sector Perform at Scotiabank; PT $335 🔹 $VRNS Equal-Weight at Morgan Stanley; PT $41 https://twitter.com/i/web/status/2015765927199899721 https://twitter.com/i/web/status/2015765927199899721"
X Link 2026-01-26T12:37Z [----] followers, [---] engagements
"INITIATIONS / REINSTATEMENTS 🔹 $AIR Neutral at Goldman; PT $121 🔹 $AMD Reinstated Buy at William ONeil 🔹 $BLTE Buy at BofA; PT $195 🔹 $BKV Buy at William ONeil 🔹 $CHYM Neutral at Rothschild & Co Redburn 🔹 $COMP Overweight at JPMorgan; PT $15 🔹 $BROS Buy at Citi; PT $82 🔹 $EVR Buy at BofA; PT $435 🔹 $EXPO Overweight at JPMorgan; PT $100 🔹 $FNMA Buy at BTIG; PT $20 🔹 $FMCC Buy at BTIG; PT $20 🔹 $LAZ Buy at BofA; PT $65 🔹 $MC Neutral at BofA; PT $81 🔹 $PIPR Underperform at BofA; PT $385 🔹 $VRRM Neutral at JPMorgan; PT $25 🔹 $XYL Outperform at William Blair"
X Link 2026-01-26T12:37Z [----] followers, [---] engagements
"JEFFS BRANDS LANDS FIRST COUNTER-DRONE ORDER $JFBR moves from Amazon data to homeland security hardware. 🔹 Subsidiary KeepZone AI receives first C-UAS purchase order 🔹 Net-launching counter-drone system sold to Mexican aerospace integrator 🔹 Designed for urban security borders and critical infrastructure 🔹 Soft- and hard-kill platform aimed at low collateral damage 🔹 Customer deploys security tech for Mexican government and enterprises 🔹 Follows reseller deals across Mexico Canada Europe UAE Israel https://twitter.com/i/web/status/2015767252235075661"
X Link 2026-01-26T12:42Z [----] followers, [---] engagements
"$HLT Hilton provides FY25 update: Added almost [---] hotels and 100k rooms in [----] +6.7% net unit growth; signed over 1k hotels pipeline exceeds 3.7k hotels and 520k room"
X Link 2026-01-26T13:14Z [----] followers, [---] engagements
"ARCELORMITTAL TO SHUT UKRAINE PRODUCTION UNIT $MT will close part of its Ukraine steel operations as costs and conflict collide. 🔹 Blooming mill at Kryvyi Rih plant set to shut in Q2 [----] 🔹 EU green rules limit access for carbon-intensive steel 🔹 Russian attacks drive power disruptions and higher energy costs 🔹 Ukraine forced to import expensive electricity from the EU 🔹 Rising costs make operations economically unviable 🔹 Another hit to Ukraines industrial base amid ongoing war https://twitter.com/i/web/status/2015782754248487420 https://twitter.com/i/web/status/2015782754248487420"
X Link 2026-01-26T13:43Z [----] followers, [---] engagements
"SAREPTA POSTS STRONG 3-YEAR ELEVIDYS DATA $SRPT delivers durable efficacy in Duchenne gene therapy trial. 🔹 Phase [--] EMBARK shows sustained benefit three years post-treatment 🔹 Statistically significant improvement across all key motor endpoints 🔹 NSAA scores stayed above baseline at Year [--] vs continued decline in controls 🔹 Disease progression slowed 73% on Time to Rise 🔹 Disease progression slowed 70% on 10-meter walk/run 🔹 No new treatment-related safety signals observed 🔹 Elevidys remains the only approved gene therapy for Duchenne 🔹 Over [----] patients treated globally to date 🔹"
X Link 2026-01-26T14:28Z [----] followers, [---] engagements
"$ZVIA Zevia Posts On X "Our brand-new 30-pack Zevia Variety Pack is now available across all @Costco regions our biggest Costco rollout yet" https://x.com/Zevia/status/2015848398944174196 https://x.com/Zevia/status/2015848398944174196"
X Link 2026-01-26T18:25Z [----] followers, [---] engagements
"BIG TECH BIG BANKS BIG DEFENSE TAKE ON WILDFIRES $LMT $PCG $CRM $WFC team up to launch EMBERPOINT LLC a joint venture aimed at giving first responders smarter tools to detect prevent and fight catastrophic wildfires. 🔹 Cross-industry partnership blending defense tech utilities data cloud software and financial backing 🔹 Focused on next-gen wildfire detection prevention and response 🔹 Built specifically for first responders not press releases 🔹 Goal is faster detection and better coordination before fires go full apocalypse 🔹 One company couldnt do this alone so they formed a mini-Voltron"
X Link 2026-01-26T19:18Z [----] followers, [---] engagements
"$PSKY SKY NETWORK TELEVISION AND PARAMOUNT GLOBAL CONTENT DISTRIBUTION ANNOUNCE EXCLUSIVE PARTNERSHIP"
X Link 2026-01-26T19:37Z [----] followers, [---] engagements
"$HPE BUILDS PRIVATE AI PLATFORM FOR NZ TELCO $HPE partners with 2degrees to deploy a sovereign on-prem private AI platform using HPE Private Cloud AI and NVIDIA tech. 🔹 AI platform stays fully onshore in New Zealand 🔹 Built on HPE Private Cloud AI with NVIDIA infrastructure 🔹 Improves network reliability reduces downtime 🔹 AI-driven analytics optimize performance and operations 🔹 Faster product launches and shorter dev cycles 🔹 Enterprise-grade security with full data sovereignty https://twitter.com/i/web/status/2015878401303642153 https://twitter.com/i/web/status/2015878401303642153"
X Link 2026-01-26T20:03Z [----] followers, [---] engagements
"📊 WR BERKLEY $WRB Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $1.13 YoY: 10.78% (from $1.02) ✅ Revenue Beat Sales: $3.721B YoY: 1.44% (from $3.668B)"
X Link 2026-01-26T21:16Z [----] followers, [---] engagements
"TRUMP ADMINISTRATION HOLDS MEDICARE ADVANTAGE RATES FLAT $UNH $CVS $HUM $ELV insurers dont get the payday Wall Street penciled in. 🔹 Proposed Medicare Advantage payment increase is basically flat at 0.1% 🔹 Street was expecting something closer to a 46% bump 🔹 Slower growth tied to lower underlying Medicare cost trends 🔹 CMS continues tightening up risk-adjustment and billing practices 🔹 Margin pressure likely pushes insurers toward benefit trims or higher premiums 🔹 Final rates still get locked in later but dont expect a miracle rebound"
X Link 2026-01-26T21:25Z [----] followers, [----] engagements
"📊 NUCOR $NUE Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $1.64 YoY: 34.43% (from $1.22) ❌ Revenue Miss Sales: $7.687B YoY: 8.63% (from $7.076B)"
X Link 2026-01-26T21:37Z [----] followers, [---] engagements
"$NUE Nucor Says Raw Materials Segment Is Expected To Have Increased Earnings In Q1 Of [----] In Q4 Losses & Impairments Of Assets Are $21M Charges Due To Closure Or Repurposing Of Certain Facilities In Steel Products Segment Also In Q4 Losses & Impairments Of Assets Are Charges Of $6M Due To Impairment Of Certain Non-Current Assets In Steel Mills Segment https://twitter.com/i/web/status/2015904397499179141 https://twitter.com/i/web/status/2015904397499179141"
X Link 2026-01-26T21:47Z [----] followers, [---] engagements
"ARK LOADS UP ON AI NAMES $TEM $KDK $WRD get the Cathie Wood treatment in one busy shopping spree. 🔹 $TEM: ARK added 7.7k shares via $ARKK + $ARKG about $523k at $67.63 🔹 Bonus optics: Pelosi-linked $TEM calls exercised earlier this month 🔹 $KDK: $ARKQ bought 47.8k shares about $427k stock down 4.6% on the day 🔹 Driverless truck angle fits ARKs autonomy obsession 🔹 $WRD: $ARKQ grabbed 48.3k shares about $417k at $8.65 🔹 China robotaxi fleet now 1000+ vehicles with WeChat integration https://twitter.com/i/web/status/2015967597318001114 https://twitter.com/i/web/status/2015967597318001114"
X Link 2026-01-27T01:58Z [----] followers, [---] engagements
"📊 $UNH Q4 [----] EARNINGS ✅ Earnings Beat Adj. EPS: $2.11 YoY: (beat $2.10 est by a penny victory lap optional) ❌ Revenue Miss Sales: $113.215B YoY: but short of $113.817B est because expectations are apparently immortal"
X Link 2026-01-27T11:22Z [----] followers, [---] engagements
"📊 $KMB Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.86 YoY: 24.0% (from $1.50 margins doing the heavy lifting) ❌ Revenue Miss Sales: $4.080B YoY: 17.21% (from $4.928B demand clearly took the quarter off)"
X Link 2026-01-27T11:49Z [----] followers, [---] engagements
"MU BREAKS GROUND ON $24B SINGAPORE FAB $MU starts construction on a new wafer fab in Singapore committing $24B over [--] years to meet AI-driven memory demand. 🔹 Adds 700k sq ft of cleanroom space to existing campus 🔹 Wafer production targeted for 2H [----] 🔹 [----] new jobs total planned Singapore hires near [----] 🔹 Expansion aimed at easing AI-related memory shortages 🔹 Capacity skewed toward HBM for data centers over consumer devices https://twitter.com/i/web/status/2016123631126929870 https://twitter.com/i/web/status/2016123631126929870"
X Link 2026-01-27T12:18Z [----] followers, [---] engagements
"📊 $NEE Q4 [----] EARNINGS ✅ Earnings Beat Adj. EPS: $0.54 vs Est.: $0.52 OUTLOOK 🔹 FY Adj. EPS: $3.92$4.02 vs $4.01 est"
X Link 2026-01-27T12:37Z [----] followers, [---] engagements
"📊 $CVLT Q3 EARNINGS ✅ Earnings Beat Adj. EPS: $1.17 YoY: 24.47% (from $0.94) ✅ Revenue Beat Sales: $313.832M YoY: 19.50% (from $262.630M) OUTLOOK 🔹 FY2026 Sales (Raised): $1.177B$1.180B (prior $1.161B$1.165B) 🔹 Q4 Sales: $305.0M$308.0M vs $306.175M est"
X Link 2026-01-27T12:50Z [----] followers, [---] engagements
"$CSGP Third point targets CoStar in new activist campaign; hedge fund plans to nominate directors at Costar"
X Link 2026-01-27T13:01Z [----] followers, [---] engagements
"📊 $PCAR Q4 [----] EARNINGS ❌ Earnings Miss EPS: $1.06 vs Est.: $1.07 ✅ Revenue Beat Sales: $6.82B vs Est.: $6.04B"
X Link 2026-01-27T13:02Z [----] followers, [---] engagements
"PVH TEAMS WITH OPENAI ON AI PUSH $PVH partners with OpenAI to embed custom AI across its operations targeting smarter execution and better consumer experiences. 🔹 AI applied to product design and demand planning 🔹 Focus on inventory optimization and personalization 🔹 Supports Calvin Klein and Tommy Hilfiger brands 🔹 Part of multi-year PVH+ growth strategy 🔹 Goal is scalable practical AI not experiments https://twitter.com/i/web/status/2016139376216989935 https://twitter.com/i/web/status/2016139376216989935"
X Link 2026-01-27T13:21Z [----] followers, [---] engagements
"$KMB Kimberly-Clark executive expects 60bps impact to FY growth from partial loss of diapers training pants distribution in North America Club channel - conference call"
X Link 2026-01-27T13:38Z [----] followers, [---] engagements
"$RDW Redwire Selected For Missile Defense Agency's $151B SHIELD IDIQ Contract To Support Scalable Homeland Layered Defense"
X Link 2026-01-27T13:44Z [----] followers, [---] engagements
"CART EXPANDS SMART CART FOOTPRINT $CART rolls out AI-powered Caper Carts at select Foodtown stores via an expanded partnership with Allegiance Retail. 🔹 Caper Carts live in NY NJ PA locations 🔹 More deployments planned for [----] 🔹 Storefront Pro powers e-commerce across Allegiance 🔹 Carrot Ads and FoodStorm added to the stack 🔹 Omnichannel push ties in-store digital loyalty https://twitter.com/i/web/status/2016150049592389766 https://twitter.com/i/web/status/2016150049592389766"
X Link 2026-01-27T14:03Z [----] followers, [---] engagements
"$ASPI Co Posts On X "ASP Isotopes is building our role as a core partner in the semiconductor supply chainhelping enable higher-performance computing while addressing the energy cooling and cost challenges that come with it. Through advanced materials and close collaboration with semiconductor and data-center leaders we support innovation without compromising efficiency." https://x.com/ASPIsotopes/status/2016208798613176401s=20 https://twitter.com/i/web/status/2016210973787312227 https://x.com/ASPIsotopes/status/2016208798613176401s=20 https://twitter.com/i/web/status/2016210973787312227"
X Link 2026-01-27T18:05Z [----] followers, [---] engagements
"📊 Qorvo $QRVO Q3 Earnings ✅ Earnings Beat Adj. EPS: $2.17 YoY: N/A ✅ Revenue Beat Sales: $993.0M 📉 Q4 Guidance (Miss) Adj. EPS: $1.05$1.35 vs $1.37 est Sales: $775M$825M vs $904.6M est"
X Link 2026-01-27T21:02Z [----] followers, [---] engagements
"📊 Texas Instruments $TXN Q4 Earnings ❌ Earnings Miss / Inline-ish EPS: $1.27 ❌ Revenue Miss Sales: $4.423B vs $4.444B est 📉 Q1 Outlook (Soft) EPS: $1.22$1.48 Revenue: $4.32B$4.68B"
X Link 2026-01-27T21:02Z [----] followers, [---] engagements
"📊 PPG Industries $PPG Quarterly Earnings ❌ Earnings Miss Adj. EPS: $1.51 YoY: 6.21% (from $1.61) ✅ Revenue Beat Sales: $3.914B YoY: 4.96% (from $3.729B)"
X Link 2026-01-27T21:07Z [----] followers, [---] engagements
"📊 NEXTracker $NXT Q3 Earnings ✅ Earnings Beat Adj. EPS: $1.10 YoY: 6.80% (from $1.03) ✅ Revenue Beat Sales: $909.352M YoY: 33.85% (from $679.363M)"
X Link 2026-01-27T21:08Z [----] followers, [---] engagements
"📊 F5 $FFIV Q1 Earnings ✅ Earnings Beat Adj. EPS: $4.45 YoY: 15.89% (from $3.84) ✅ Revenue Beat Sales: $822.465M YoY: 7.30% (from $766.489M) 📈 FY2026 Guidance Raised Adj. EPS: $15.65$16.05 vs $15.11 est Sales: $3.242B$3.273B vs $3.154B est 📊 Q2 Outlook Adj. EPS: $3.34$3.46 vs $3.38 est Sales: $770M$790M vs $748.3M est https://twitter.com/i/web/status/2016257937925407227 https://twitter.com/i/web/status/2016257937925407227"
X Link 2026-01-27T21:12Z [----] followers, [---] engagements
"📊 Western New England $WNEB Q4 Earnings ✅ Earnings Beat EPS: $0.26 YoY: 62.50% (from $0.16) ✅ Revenue Beat Sales: $22.002M YoY: 18.76% (from $18.527M)"
X Link 2026-01-27T21:12Z [----] followers, [---] engagements
"📊 National Bank Holdings $NBHC Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.60 YoY: 30.23% (from $0.86) ❌ Revenue Miss Sales: $100.638M YoY: 6.67% (from $107.832M)"
X Link 2026-01-27T21:12Z [----] followers, [---] engagements
"📊 Stride $LRN Q2 Earnings ✅ Earnings Beat Adj. EPS: $2.12 YoY: 4.43% (from $2.03) ✅ Revenue Beat Sales: $631.261M YoY: 7.50% (from $587.211M)"
X Link 2026-01-27T21:39Z [----] followers, [---] engagements
"📊 First Commonwealth $FCF Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.43 YoY: 22.86% (from $0.35) ✅ Revenue Beat Sales: $137.822M YoY: 14.12% (from $120.770M)"
X Link 2026-01-27T22:09Z [----] followers, [---] engagements
"📊 First Busey $BUSE Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.68 YoY: 28.30% (from $0.53) ✅ Revenue Beat Sales: $200.249M YoY: 71.16% (from $116.995M)"
X Link 2026-01-27T22:09Z [----] followers, [---] engagements
"PROSPERITY BUYS STELLAR IN $2B TEXAS BANK DEAL $PB to acquire $STEL in a cash-and-stock merger bulking up its Texas footprint while $STEL holders take the premium and run. 🔹 Deal value $2.002B 🔹 $STEL holders get [------] shares of $PB + $11.36 cash 🔹 $STEL stock rips $PB modest pop 🔹 $STEL brings $10.8B assets and [--] Texas branches 🔹 $STEL execs slide into senior roles post-close https://twitter.com/i/web/status/2016484351614046315 https://twitter.com/i/web/status/2016484351614046315"
X Link 2026-01-28T12:11Z [----] followers, [---] engagements
"📊 Extreme Networks $EXTR Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.26 YoY: 23.81% (from $0.21) ✅ Revenue Beat Sales: $317.925M YoY: 13.81% (from $279.355M) Guidance Shuffle Parade 🔹 Q3 Adj. EPS: $0.23$0.25 (vs. $0.24 est.) 🔹 Q3 GAAP EPS: $0.03$0.06 (vs. $0.04 est.) 🔹 Q3 Sales: $309.1M$314.1M (vs. $310.2M est.) 🔹 FY2026 Adj. EPS: $0.98$1.02 (widened vs. $1.00 est.) 🔹 FY2026 GAAP EPS: $0.24$0.29 (cut from $0.28$0.32 still above $0.16 est.) 🔹 FY2026 Sales: $1.262B$1.270B (raised vs. $1.257B est.) https://twitter.com/i/web/status/2016484564323971477"
X Link 2026-01-28T12:12Z [----] followers, [---] engagements
"$BKR Hydrostor And Baker Hughes Announce Strategic Technology Solutions And Equity Agreement Supporting Advanced Compressed Air Energy Storage And Up To [---] GW Equipment Orders"
X Link 2026-01-28T12:12Z [----] followers, [---] engagements
"📊 GE Vernova $GEV Q4 Earnings ❌ Earnings Miss Adj. EPS: $2.79 YoY: 61.27% (from $1.73) ✅ Revenue Beat Sales: $10.956B YoY: 3.76% (from $10.559B) Outlook Update FY2026 Sales: $44.0B$45.0B (raised from $41.0B$42.0B) FY2028 Sales Target: $56.0B"
X Link 2026-01-28T12:18Z [----] followers, [---] engagements
"📊 Danaher $DHR Q4 Earnings ✅ Earnings Beat Adj. EPS: $2.23 YoY: 4.21% (from $2.14) ✅ Revenue Beat Sales: $6.838B YoY: 4.59% (from $6.538B) FY2026 Outlook Adj. EPS: $8.35$8.50 (vs. $8.42 est.) Core Revenue Growth: +3% to +6% (non-GAAP)"
X Link 2026-01-28T12:19Z [----] followers, [---] engagements
"$SMG Scotts Miracle-Gro reportedly gets a deal to sell its cannabis-supply unit"
X Link 2026-01-28T12:20Z [----] followers, [---] engagements
"📊 Scotts Miracle-Gro $SMG Q1 Earnings ✅ Earnings Beat Adj. EPS: $(0.77) YoY: 13.48% (from $(0.89)) ❌ Revenue Miss Sales: $354.4M YoY: 14.97% (from $416.8M) FY2026 Outlook Adj. EPS: $4.15$4.35 (vs. $4.29 est.)"
X Link 2026-01-28T12:20Z [----] followers, [---] engagements
"📊 VF Corp. $VFC Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.56 YoY: 9.68% (from $0.62) ✅ Revenue Beat Sales: $2.876B YoY: 1.48% (from $2.834B) Q4 Outlook Sales: $2.140B$2.183B (vs. $2.095B est.)"
X Link 2026-01-28T12:21Z [----] followers, [---] engagements
"$BIIB Biogen announced that the US FDA has granted Breakthrough Therapy Designation for litifilimab for the treatment of cutaneous lupus erythematosus"
X Link 2026-01-28T12:32Z [----] followers, [---] engagements
"$BA $INDA Boeing Exec Sees Strong 20-Year Aviation Growth With 7% Passenger Traffic CAGR And India And South Asia Needing Nearly [----] Airplanes"
X Link 2026-01-28T12:36Z [----] followers, [---] engagements
"BEAMR SHOWCASES VIDEO QUALITY TECH $BMR will present its human-perception video validation framework at Mile High Video [----]. 🔹 Event runs Feb [--] in Denver 🔹 Focus on verifying quality of compressed and AI-enhanced video 🔹 Framework measures how humans actually perceive video quality 🔹 Highlights Beamrs role in video optimization tech https://twitter.com/i/web/status/2016494934321148304 https://twitter.com/i/web/status/2016494934321148304"
X Link 2026-01-28T12:53Z [----] followers, [---] engagements
"📊 Amphenol $APH Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.97 YoY: 76.36% (from $0.55) ✅ Revenue Beat Sales: $6.439B YoY: 49.12% (from $4.318B)"
X Link 2026-01-28T13:01Z [----] followers, [---] engagements
"📈 UPGRADES 🔹 $AMAT Outperform at Mizuho 🔹 $CRCL Neutral at Mizuho 🔹 $EFR Neutral at Roth 🔹 $JNJ Overweight at Morgan Stanley 🔹 $KKR Buy at HSBC; PT $144 🔹 $KRRO Outperform at Oppenheimer; PT $22 🔹 $KRRO Overweight at Cantor 🔹 $MCHP Buy at BofA; PT $95 🔹 $NXT Overweight at KeyBanc; PT $142 🔹 $TXN Neutral at BofA; PT $235 🔹 $V Buy at Redburn; PT $385 https://twitter.com/i/web/status/2016497657997377985 https://twitter.com/i/web/status/2016497657997377985"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $ARRY Neutral at Baird; PT $11 🔹 $BJ Hold at Jefferies; PT $90 🔹 $BRO Neutral at Citi; PT $83 🔹 $CCBG Market Perform at KBW; PT $45 🔹 $MLM Hold at Loop Capital; PT $690 🔹 $NUE Neutral at UBS; PT $183 🔹 $PYPL Sell at Redburn; PT $50 🔹 $PRAA Market Perform at Citizens 🔹 $ROP Hold at Stifel; PT $385 🔹 $ROP Market Perform at Oppenheimer 🔹 $WAL Neutral at JPMorgan; PT $105 https://twitter.com/i/web/status/2016497687516811532 https://twitter.com/i/web/status/2016497687516811532"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements
"🏭 INDUSTRIALS & DEFENSE 🔹 $DE shifts excavator production to US 🔹 $VLVLY beats and raises NA truck outlook 🔹 $LMT wins $130M Australia C-130J contract 🔹 $RTX awarded $194M missile contract"
X Link 2026-01-28T13:20Z [----] followers, [---] engagements
"⚡ UTILITIES & INCOME 🔹 $ED raises quarterly dividend 🔹 $ET boosts distribution +3% 🔹 $SUN raises distribution +1.25%"
X Link 2026-01-28T13:23Z [----] followers, [---] engagements
"SLB WINS MULTIYEAR OMAN CONTRACTS $SLB landed two five-year deals with Petroleum Development Oman to supply wellheads and artificial lift tech. 🔹 Two separate five-year contracts awarded 🔹 Covers Omans Block-6 its largest oil and gas concession 🔹 Includes wellheads ESPs and cavity pumps 🔹 Focus on boosting recovery and extending asset life 🔹 Expands local manufacturing and in-country value https://twitter.com/i/web/status/2016503912644141305 https://twitter.com/i/web/status/2016503912644141305"
X Link 2026-01-28T13:29Z [----] followers, [---] engagements
"$DHR Danaher CEO says there's modest recovery in pharmaceutical especially in Europe; academic and research demand is fairly muted in USA and China though generally stable"
X Link 2026-01-28T13:31Z [----] followers, [---] engagements
"SPOTIFY TOUTS RECORD ARTIST PAYOUTS $SPOT says it paid out a record $11B+ to the music industry in [----] as streaming keeps reshaping artist economics. 🔹 [----] payouts topped $11B a new high 🔹 Independent artists and labels took 50% 🔹 Spotify now drives 30% of global recorded music revenue 🔹 More artists earning $100K+ than in the CD era 🔹 [----] focus on artist tools discovery and fraud controls https://twitter.com/i/web/status/2016513950683111465 https://twitter.com/i/web/status/2016513950683111465"
X Link 2026-01-28T14:09Z [----] followers, [---] engagements
"$JNJ JOHNSON & JOHNSON SHARES UP 1.3% AFTER MORGAN STANLEY RAISES TO OVERWEIGHT FROM EQUAL-WEIGHT"
X Link 2026-01-28T16:00Z [----] followers, [---] engagements
"EUROPEAN INDEXES CLOSED LOWER DAX -0.37% FTSE100 -0.54% CAC40 -1.06% ESTX50 -1.04% IBEX35 -1.16% FTSEMIB -0.76%"
X Link 2026-01-28T16:39Z [----] followers, [---] engagements
"TRUMP THANKS ACKMAN TRUMP THANKS ROBINHOOD CEO $HOOD"
X Link 2026-01-28T16:48Z [----] followers, [----] engagements
"$TM TOYOTA RECALLS [------] MY2023-2026 TOYOTA PRIUS VEHICLES IN US"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements
"$ALKT Alkami is said to tap adviser to explore sale"
X Link 2026-01-28T20:32Z [----] followers, [---] engagements
"$META META SEES [----] TOTAL EXPENSES $162B TO $169B EST. $151B"
X Link 2026-01-28T21:03Z [----] followers, [---] engagements
"📊 SEI Investments $SEIC Q4 Earnings ✅ Earnings Beat Adj. EPS: $1.38 (vs. $1.34 est.) YoY: 15.97% (from $1.19) ✅ Revenue Beat Sales: $607.925M (vs. $596.966M est.) YoY: 9.11% (from $557.190M)"
X Link 2026-01-28T21:05Z [----] followers, [---] engagements
"📊 Las Vegas Sands $LVS Q4 Earnings -7.28% ✅ Earnings Beat Adj. EPS: $0.85 (vs. $0.76 est.) YoY: 57.41% (from $0.54) ✅ Revenue Beat Sales: $3.649B (vs. $3.328B est.) YoY: 26.00% (from $2.896B)"
X Link 2026-01-28T21:07Z [----] followers, [---] engagements
"📊 C.H. Robinson $CHRW Q4 Earnings +6.90% 🔹 Earnings Inline Adj. EPS: $1.12 (inline with est.) YoY: 7.44% (from $1.21) ❌ Revenue Miss Sales: $3.913B (vs. $3.974B est.) YoY: 6.51% (from $4.185B)"
X Link 2026-01-28T21:07Z [----] followers, [---] engagements
"📊 Landmark Bancorp $LARK Q4 Earnings 🔹 Earnings (No Estimate) Adj. EPS: $0.77 YoY: 63.83% (from $0.47) 🔹 Revenue (No Estimate) Sales: $18.688M YoY: 18.50% (from $15.770M)"
X Link 2026-01-28T21:16Z [----] followers, [---] engagements
"📊 United Rentals $URI Q4 Earnings ❌ Earnings Miss Adj. EPS: $11.09 (vs. $11.76 est.) YoY: 4.31% (from $11.59) ❌ Revenue Miss Sales: $4.208B (vs. $4.248B est.) YoY: 2.76% (from $4.095B)"
X Link 2026-01-28T21:16Z [----] followers, [---] engagements
"📊 Univest Financial $UVSP Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.79 (vs. $0.77 est.) YoY: 21.54% (from $0.65) ✅ Revenue Beat Sales: $84.571M (vs. $82.537M est.) YoY: 10.12% (from $76.802M)"
X Link 2026-01-28T21:18Z [----] followers, [---] engagements
"📊 Raymond James Financial $RJF Q1 Earnings ❌ Earnings Miss Adj. EPS: $2.86 (vs. $2.88 est.) YoY: 2.39% (from $2.93) ❌ Revenue Miss Sales: $3.735B (vs. $3.920B est.) YoY: 5.60% (from $3.537B)"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements
"📊 Hawkins $HWKN Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.69 (vs. $0.74 est.) YoY: 4.17% (from $0.72) ❌ Revenue Miss Sales: $244.080M (vs. $252.511M est.) YoY: 7.90% (from $226.205M)"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements
"📊 Deluxe $DLX Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 14.29% (from $0.84) ✅ Revenue Beat Sales: $535.3M YoY: 2.84% (from $520.5M)"
X Link 2026-01-28T21:22Z [----] followers, [---] engagements
"📊 Origin Bancorp $OBK Q4 Earnings ✅ Earnings Beat EPS: $0.95 YoY: 106.52% (from $0.46) ❌ Revenue Miss Sales: $93.999M YoY: 20.48% (from $78.019M)"
X Link 2026-01-28T21:44Z [----] followers, [---] engagements
"📊 Chain Bridge Bancorp $CBNA Q4 Earnings ✅ Earnings Beat EPS: $0.81 YoY: 37.29% (from $0.59) ✅ Revenue Beat Sales: $14.695M YoY: 16.78% (from $12.584M)"
X Link 2026-01-28T21:44Z [----] followers, [---] engagements
"📊 Murphy Oil $MUR Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.14 YoY: 60.00% (from $0.35) ❌ Revenue Miss Sales: $624.557M YoY: 6.92% (from $670.960M)"
X Link 2026-01-28T21:46Z [----] followers, [---] engagements
"AMERICAN TOWER FLAGS DISH DEFAULT $AMT says DISH skipped payments but [----] stays intact 🔹 DISH Wireless in default under [----] Strategic Collocation Agreement 🔹 Missed payment obligations triggered the breach 🔹 $AMT filed for declaratory judgment to enforce the contract 🔹 Management says no impact to [----] financial results 🔹 Stock barely moved because this was already mentally priced in https://twitter.com/i/web/status/2016631422144930277 https://twitter.com/i/web/status/2016631422144930277"
X Link 2026-01-28T21:56Z [----] followers, [---] engagements
"BIT DIGITAL LOCKS UP WHITEFIBER STAKE $BTBT tells the market the shares stay put 🔹 Reaffirmed WhiteFiber as a core long-term strategic holding 🔹 Will not sell 27M $WYFI shares after lockup expires in Feb [----] 🔹 No secondary offerings or discretionary sales planned in [----] 🔹 Limited hedging or treasury activity possible not monetization 🔹 Stock ticked up as dilution fears quietly left the room https://twitter.com/i/web/status/2016636061380911118 https://twitter.com/i/web/status/2016636061380911118"
X Link 2026-01-28T22:14Z [----] followers, [---] engagements
"U.S. MACRO DATA DROP $SPY 📉 Unit Labor Costs (Q3 Final) Q/Q: -1.9% Expected: -1.9% Prior: 1.0% Revised from: -2.9% 📦 Trade Balance (Nov) -$56.8B Expected: -$40.5B Prior: -$29.4B Range: -$21.2B to -$55B ⚙ Nonfarm Productivity (Q3 Final) Q/Q: 4.9% Expected: 4.9% Prior: 3.3% Revised from: 4.1% 👷 Initial Jobless Claims (Jan 24) 209K Expected: 205K Prior: 210K Revised from: 200K 4-week avg: 206.25K 📄 Continuing Claims (Jan 17) 1.0M Expected: 1.86M Prior: 1.0M Range: 1.834M1.948M https://twitter.com/i/web/status/2016867722957557768 https://twitter.com/i/web/status/2016867722957557768"
X Link 2026-01-29T13:35Z [----] followers, [---] engagements
"📊 $LMT Q4 EARNINGS ❌ Earnings Miss GAAP EPS: $5.80 YoY: 161.26% (from $2.22) ✅ Revenue Beat Sales: $20.321B YoY: 9.12% (from $18.622B) 🔹 FY2026 GAAP EPS Outlook: $29.35$30.25 vs $29.14 est 🔹 FY2026 Sales Outlook: $77.5B$80.0B vs $77.831B est"
X Link 2026-01-29T13:39Z [----] followers, [---] engagements
"📊 $NDAQ Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.96 YoY: 26.32% (from $0.76) ✅ Revenue Beat Sales: $1.392B YoY: 13.45% (from $1.227B) 🔹 [----] Non-GAAP OpEx Guidance Initiated: $2.455B$2.535B 🔹 [----] Non-GAAP Tax Rate Outlook: 22.5%24.5%"
X Link 2026-01-29T13:41Z [----] followers, [---] engagements
"📊 $VLO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $3.82 YoY: 496.87% (from $0.64) ✅ Revenue Beat Sales: $30.372B YoY: 1.25% (from $30.756B)"
X Link 2026-01-29T13:45Z [----] followers, [---] engagements
"📊 $RCL Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $2.80 YoY: 71.78% (from $1.63) ❌ Revenue Miss Sales: $4.259B YoY: 13.24% (from $3.761B) 🔹 Q1 Adj. EPS Outlook: $3.18$3.28 vs $2.92 est 🔹 FY2026 Adj. EPS Outlook: $17.70$18.10 vs $17.66 est"
X Link 2026-01-29T13:46Z [----] followers, [---] engagements
"📊 $DOW Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $(0.34) vs $(0.46) est YoY: Improved (smaller loss vs last year) ❌ Revenue Miss Sales: $9.460B vs $9.462B est YoY: 9.1% (from $10.405B) 🔹 Q1 Sales Guide: $9.40B vs $10.33B est"
X Link 2026-01-29T13:50Z [----] followers, [---] engagements
"📊 $TMO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $6.57 vs $6.45 est YoY: 7.7% (from $6.10) ✅ Revenue Beat Sales: $12.215B vs $11.950B est YoY: 7.2% (from $11.395B)"
X Link 2026-01-29T13:51Z [----] followers, [---] engagements
"$HON Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $2.59 vs $2.54 est YoY: 16.7% (from $2.22) ❌ Revenue Miss Sales: $9.758B vs $9.854B est YoY: 6.4% (from $9.169B) 🔹 FY2026 Adj. EPS Guide: $10.35$10.65 vs $10.38 est 🔹 FY2026 GAAP EPS Guide: $9.59$9.89 vs $9.83 est 🔹 FY2026 Sales Guide: $38.8B$39.8B vs $39.62B est 🔹 Q1 Adj. EPS Guide: $2.25$2.35 vs $2.34 est 🔹 Q1 GAAP EPS Guide: $2.05$2.15 vs $2.21 est 🔹 Q1 Sales Guide: $9.1B$9.4B vs $9.29B est https://twitter.com/i/web/status/2016871968490868750 https://twitter.com/i/web/status/2016871968490868750"
X Link 2026-01-29T13:52Z [----] followers, [---] engagements
"US-LISTED SHARES OF COPPER MINERS RISE PREMARKET AFTER COPPER PRICES HIT RECORD HIGH BHP UP 4.1% AND RIO TINTO UP 3.3% FREEPORT-MCMORAN UP 7.4% SOUTHERN COPPER UP 7.7% AND TECK RESOURCES UP 5.2%"
X Link 2026-01-29T14:00Z [----] followers, [---] engagements
"US OIL PRICES RISE 5% AS IRAN RISKS SWELL"
X Link 2026-01-29T14:21Z [----] followers, [---] engagements
"IMG SIGNS WOOD CHIP SUPPLY DEAL $IMG up modestly after subsidiary Zhimeng inked a $2.6M sales agreement with Yuncheng Trading. 🔹 15K bone-dry metric tons of wood chips 🔹 Contract value approx. $2.59M 🔹 Delivery expected by Feb [--] [----] 🔹 Supports raw material supply stability https://twitter.com/i/web/status/2016880486241415420 https://twitter.com/i/web/status/2016880486241415420"
X Link 2026-01-29T14:25Z [----] followers, [---] engagements
"$AAL AMERICAN AIRLINES PLANS TO RESUME DAILY SERVICE TO VENEZUELA PENDING U.S. GOVERNMENT APPROVAL AND SUBJECT TO SECURITY ASSESSMENTS -- AIRLINE"
X Link 2026-01-29T17:01Z [----] followers, [---] engagements
"$UBS NOW PROJECTS AN UPSIDE SCENARIO TARGET OF $7200/OZ FOR GOLD AND A DOWNSIDE SCENARIO OF $4600/OZ (THIS IS CLOSE TO A ONE STANDARD DEVIATION MOVE)"
X Link 2026-01-29T17:05Z [----] followers, [---] engagements
"SPDR GOLD SHARES ETF SLIDES 1% NEWMONT DOWN 5% SIBANYE STILLWATER FALLS 6.1% BARRICK MINING SLIPS 3.3% KINROSS GOLD DROPS 6% GOLD FIELDS DOWN 7.7% ANGLOGOLD ASHANTI FALLS 9.8%"
X Link 2026-01-29T17:20Z [----] followers, [---] engagements
"$JOBY Live On CNBC Josh Brown Announces Bought More Joby Aviation"
X Link 2026-01-29T17:34Z [----] followers, [---] engagements
"$NU GETS U.S. BANK GREEN LIGHT $NU clears a major regulatory hurdle as it pushes deeper into the U.S. financial system. 🔹 Receives OCC conditional approval for national bank charter 🔹 Plans to form Nubank N.A. as a de novo bank 🔹 Opens door to deposits cards lending crypto custody 🔹 Brings federal oversight and broader product reach 🔹 Long-term U.S. expansion box officially checked https://twitter.com/i/web/status/2016952640849002917 https://twitter.com/i/web/status/2016952640849002917"
X Link 2026-01-29T19:12Z [----] followers, [---] engagements
"📊 NewtekOne $NEWT Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: 5.8% (from $0.69) ❌ Revenue Miss Sales: $73.333M YoY: 2.70% (from $75.366M)"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements
"📊 ResMed $RMD Q2 Earnings ✅ Earnings Beat Adj. EPS: $2.81 YoY: 15.64% (from $2.43) ✅ Revenue Beat Sales: $1.423B YoY: 10.98% (from $1.282B)"
X Link 2026-01-29T21:06Z [----] followers, [---] engagements
"📊 Visa $V Q1 Earnings ✅ Earnings Beat Adj. EPS: $3.17 YoY: 15.27% (from $2.75) ✅ Revenue Beat Sales: $10.901B YoY: 14.63% (from $9.510B)"
X Link 2026-01-29T21:07Z [----] followers, [---] engagements
"📊 Olin $OLN Q4 Earnings ❌ Earnings Miss Adj. EPS: $(0.75) YoY: 933.33% (from $0.09) ✅ Revenue Beat Sales: $1.665B YoY: 0.36% (from $1.671B)"
X Link 2026-01-29T21:08Z [----] followers, [---] engagements
"📊 MaxLinear $MXL Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.19 YoY: 311.11% (from $(0.09)) ✅ Revenue Beat Sales: $136.436M YoY: 48.03% (from $92.167M)"
X Link 2026-01-29T21:09Z [----] followers, [---] engagements
"📊 Financial Institutions $FISI Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 74.55% (from $0.55) ❌ Revenue Miss Sales: $52.211M YoY: 25.41% (from $41.633M)"
X Link 2026-01-29T21:10Z [----] followers, [---] engagements
"📊 SanDisk $SNDK Q2 Earnings ✅ Earnings Beat Adj. EPS: $6.20 YoY: N/A ✅ Revenue Beat Sales: $3.025B YoY: N/A 🔹 Q3 Guidance Adj. EPS: $12.00$14.00 (vs $3.63 est) Sales: $4.400B$4.480B (vs $2.623B est)"
X Link 2026-01-29T21:10Z [----] followers, [---] engagements
"📊 Schneider National $SNDR Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.13 YoY: 35% (from $0.20) ❌ Revenue Miss Sales: $1.400B YoY: 4.56% (from $1.339B)"
X Link 2026-01-29T21:11Z [----] followers, [---] engagements
"📊 PCB Bancorp $PCB Q4 Earnings ✅ Earnings Beat EPS: $0.64 YoY: 39.13% (from $0.46) ❌ Revenue Miss Sales: $29.172M YoY: 11.31% (from $26.207M)"
X Link 2026-01-29T21:14Z [----] followers, [---] engagements
"📊 Ameris $ABCB Q4 Earnings ✅ Earnings Beat Adj. EPS: $1.59 YoY: 15.22% (from $1.38) ❌ Revenue Miss Sales: $307.134M YoY: 5.62% (from $290.780M)"
X Link 2026-01-29T21:20Z [----] followers, [---] engagements
"$SCHW Charles Schwab raises quarterly dividend 19%"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements
"📊 Beazer Homes USA $BZH Q1 Earnings ❌ Earnings Miss EPS: $(1.13) YoY: 1230% (from $0.10) ❌ Revenue Miss Sales: $363.491M YoY: 22.49% (from $468.953M)"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements
"📊 Weyerhaeuser $WY Q4 Earnings ✅ Earnings Beat Adj. EPS: $(0.09) YoY: 181.82% (from $0.11) ✅ Revenue Beat Sales: $1.717B YoY: 0.53% (from $1.708B)"
X Link 2026-01-29T21:22Z [----] followers, [---] engagements
"📊 DXC Technology $DXC Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 4.35% (from $0.92) ✅ Revenue Beat Sales: $3.194B YoY: 0.96% (from $3.225B) 🔹 FY2026 Guidance (Narrowed) Adj. EPS: $3.15 (prior $2.85$3.35; vs $3.13 est) Sales: $12.690B (prior $12.670B$12.810B; vs $12.690B est) 🔹 Q4 Outlook Adj. EPS: $0.65$0.75 (vs $0.80 est) Sales: $3.160B$3.190B (vs $3.185B est) https://twitter.com/i/web/status/2016986354027245891 https://twitter.com/i/web/status/2016986354027245891"
X Link 2026-01-29T21:26Z [----] followers, [---] engagements
"📊 Apple $AAPL Q1 Earnings +2.54% ✅ Earnings Beat EPS: $2.84 YoY: 18.33% (from $2.40) ✅ Revenue Beat Sales: $143.756B YoY: 15.65% (from $124.300B)"
X Link 2026-01-29T21:31Z [----] followers, [----] engagements
"APPLE 1Q PRODUCTS REV. $113.74B EST. $107.69B APPLE 1Q IPHONE REVENUE $85.27B EST. $78.31B APPLE 1Q AMERICAS REVENUE $58.53B EST. $59.06B $AAPL"
X Link 2026-01-29T21:32Z [----] followers, [---] engagements
"📊 Hilltop Holdings $HTH Q4 Earnings ✅ Earnings Beat EPS: $0.69 YoY: 25.45% (from $0.55) ✅ Revenue Beat Sales: $112.527M YoY: 6.68% (from $105.484M)"
X Link 2026-01-29T21:47Z [----] followers, [---] engagements
"$DAL $AAL $UAL U.S. TRANSPORTATION DEPARTMENT RESCINDS [----] ORDER THAT BARRED U.S. AIRLINES FROM FLYING TO VENEZUELA"
X Link 2026-01-30T02:20Z [----] followers, [---] engagements
"📊 $AXP Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $3.53 YoY: 16.12% (from $3.04) ✅ Revenue Beat Sales: $18.980B YoY: 10.48% (from $17.179B) 🔹 Missed EPS by a single penny. Yes Wall Street noticed anyway 🔹 Revenue barely cleared the bar but a beat is a beat 🔹 Dividend raised to $0.95 from $0.82 because shareholders like consolation prizes 🔹 FY2026 Outlook GAAP EPS: $17.30$17.90 vs $17.41 est Sales: $78.729B$79.452B vs $78.615B est https://twitter.com/i/web/status/2017213217978605875 https://twitter.com/i/web/status/2017213217978605875"
X Link 2026-01-30T12:28Z [----] followers, [---] engagements
"📊 $REGN Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $11.44 YoY: 5.22% (from $12.07) ✅ Revenue Beat Sales: $3.884B YoY: 2.51% (from $3.789B)"
X Link 2026-01-30T12:32Z [----] followers, [---] engagements
"📊 $CVX Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.52 YoY: 26.21% (from $2.06) ❌ Revenue Miss Sales: $46.873B YoY: 10.25% (from $52.226B)"
X Link 2026-01-30T12:35Z [----] followers, [---] engagements
"📊 $COFS Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.92 YoY: 10.84% (from $0.83) ❌ Revenue Miss Sales: $42.937M YoY: 76.38% (from $24.343M)"
X Link 2026-01-30T12:38Z [----] followers, [---] engagements
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