# ![@CapArtichoke Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1852366616622669824.png) @CapArtichoke CapitalArtichoke

CapitalArtichoke posts on X about $pgy, $googl, uber, $btu the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1852366616622669824/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1852366616622669824/c:line/m:interactions.svg)

- [--] Week [---------] +143,754%
- [--] Month [---------] +89,720%
- [--] Months [---------] +94,355%
- [--] Year [---------] +25,732%

### Mentions: [--] [#](/creator/twitter::1852366616622669824/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1852366616622669824/c:line/m:posts_active.svg)

- [--] Week [--] +438%
- [--] Month [--] +260%
- [--] Months [---] +955%
- [--] Year [---] +266%

### Followers: [-----] [#](/creator/twitter::1852366616622669824/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1852366616622669824/c:line/m:followers.svg)

- [--] Week [-----] +3%
- [--] Month [-----] +14%
- [--] Months [-----] +48%
- [--] Year [-----] +261%

### CreatorRank: [---------] [#](/creator/twitter::1852366616622669824/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1852366616622669824/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$pgy](/topic/$pgy), [$googl](/topic/$googl), [uber](/topic/uber), [$btu](/topic/$btu) #19, [beat](/topic/beat), [eps](/topic/eps), [googl](/topic/googl), [money](/topic/money), [israel](/topic/israel), [$msft](/topic/$msft)

**Top accounts mentioned or mentioned by**
[@zastocks](/creator/undefined) [@donutshorts](/creator/undefined) [@mvcinvesting](/creator/undefined) [@signulll](/creator/undefined) [@blueprintsmb22](/creator/undefined) [@deitaone](/creator/undefined) [@wallstengine](/creator/undefined) [@zach9191919](/creator/undefined) [@eyalweiss](/creator/undefined) [@grok](/creator/undefined) [@jeffbezos](/creator/undefined) [@restructuring](/creator/undefined) [@bigbullcap](/creator/undefined) [@citrini7](/creator/undefined) [@kp3690kp](/creator/undefined) [@wisemancap](/creator/undefined) [@fundabottom](/creator/undefined) [@dylan522p](/creator/undefined) [@firstadopter](/creator/undefined) [@poezhao0605](/creator/undefined)

**Top assets mentioned**
[Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/uber) [Peabody Energy Corporation (BTU)](/topic/$btu) [Microsoft Corp. (MSFT)](/topic/$msft) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Sandisk Corporation (SNDK)](/topic/$sndk) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Arista Networks Inc (ANET)](/topic/$anet) [Alibaba Group (BABA)](/topic/$baba) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Netflix Inc (NFLX)](/topic/nflx) [Royal Caribbean Cruises Ltd (RCL)](/topic/royal-caribbean) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Nike Inc (NKE)](/topic/$nke) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Morgan Stanley (MS)](/topic/$ms) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [Best Buy Co Inc (BBY)](/topic/$bby) [Logitech International SA (LOGI)](/topic/$logi) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Apple, Inc. (AAPL)](/topic/aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Donut (DONUT)](/topic/donut) [GammaSwap (GS)](/topic/$gs) [Similarweb Ltd. (SMWB)](/topic/similarweb) [GoldPro Token (GPRO)](/topic/$gpro) [Bitcoin (BTC)](/topic/$btc) [JPMorgan Chase (JPM)](/topic/$jpm) [DarkShield Games Studio (DKS)](/topic/$dks) [Dick's Sporting Goods, Inc. (DKS)](/topic/dks-dicks-sporting-goods)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@madrush222 @ZaStocks Was already cheap enough and $LOGI tried but couldnt get it done. So cheap you must wonder how come no one has bid. CEO has 65% of votes and is a billionaire. Can sit on it forever"  
[X Link](https://x.com/CapArtichoke/status/1854324538881790061)  2024-11-07T00:46Z [---] followers, [--] engagements


"@Restructuring__ Restructuring tho"  
[X Link](https://x.com/CapArtichoke/status/1858294462482641304)  2024-11-17T23:41Z [---] followers, [--] engagements


"@mottbox_ @VenturaStamo Whats the angle here Is it better/worse"  
[X Link](https://x.com/CapArtichoke/status/1858655616803262764)  2024-11-18T23:36Z [---] followers, [--] engagements


"-PDD     ( [--] ). $BABA $PDD $KWEB PDD SINKS 16% AFTER 3Q REVENUE MISSES ESTIMATES $PDD RESULTS: Q3 🔸 ADJ earnings per American depositary receipts [-----] yuan EST [-----] yuan 🔸 Revenue 99.35B yuan EST 102.83B yuan 🔸 Revenues from online marketing services and others 49.35B yuan EST 49.01B yuan 🔸 PDD SINKS 16% AFTER 3Q REVENUE MISSES ESTIMATES $PDD RESULTS: Q3 🔸 ADJ earnings per American depositary receipts [-----] yuan EST [-----] yuan 🔸 Revenue 99.35B yuan EST 102.83B yuan 🔸 Revenues from online marketing services and others 49.35B yuan EST 49.01B yuan 🔸"  
[X Link](https://x.com/CapArtichoke/status/1859565845904531479)  2024-11-21T11:53Z [---] followers, [---] engagements


"$AFRM Positive momentum should continue; Increasing PT to $74 - BofA AFRM is firing on all cylinders fundamentally in terms of GMV (gross merchandise value) growth (outpacing main competitors Afterpay and Klarna) RLTC performance (near high end of target 3-4% range)"  
[X Link](https://x.com/CapArtichoke/status/1860095819615174853)  2024-11-22T22:59Z [---] followers, [---] engagements


"operating profitability trajectory (tracking for positive GAAP operating income in C2Q25) credit metrics (benefitting from robust underwriting tools) and funding (strong demand from partners + lower rates)"  
[X Link](https://x.com/CapArtichoke/status/1860095822467334212)  2024-11-22T22:59Z [---] followers, [---] engagements


"$ARKK 52-week high "  
[X Link](https://x.com/CapArtichoke/status/1863592188224970939)  2024-12-02T14:32Z [---] followers, [---] engagements


"$ASML ASML FORECASTS IMPACT OF EXPORT RESTRICTIONS TO FALL WITHIN OUTLOOK ASML FORECASTS IMPACT OF EXPORT RESTRICTIONS TO FALL WITHIN OUTLOOK"  
[X Link](https://x.com/CapArtichoke/status/1863644550142541924)  2024-12-02T18:01Z [---] followers, [---] engagements


"$ASML 4% -$710 ASML FORECASTS CHINA BUSINESS 20% OF TOTAL NET SALES FOR FY25 ASML FORECASTS CHINA BUSINESS 20% OF TOTAL NET SALES FOR FY25"  
[X Link](https://x.com/CapArtichoke/status/1863647498436223332)  2024-12-02T18:12Z [---] followers, [---] engagements


"@ZaStocks $ABNB is dangerous $UBER is a good one imo - Dara MUST be cooking something after seeing his stock -25% on hot air robo-BS announcements that will take at least 5y to play out (by then Uber will have generated c. $35bn in FCF)"  
[X Link](https://x.com/CapArtichoke/status/1866518449519796677)  2024-12-10T16:20Z [---] followers, [---] engagements


"@ZaStocks Fundamentals and business model are deteriorating. Incremental margins are garbage and hard to see growth drivers out there (and the stock is priced based on growth rather margins). Maybe TA provides a diff view but on the business side theres not much to count on"  
[X Link](https://x.com/CapArtichoke/status/1866520679794811040)  2024-12-10T16:29Z [---] followers, [---] engagements


"@ZaStocks Maybe the two should merge Uber did show interest in $EXPE . UbairBNB 😋"  
[X Link](https://x.com/CapArtichoke/status/1866521058477814117)  2024-12-10T16:31Z [---] followers, [---] engagements


"@joseph62523266 @ZaStocks Waymo has less than 1% of US trips Miami not happening before [----] and the Austin pilot is a partnership with $UBER. Tesla doesnt have the tech and waymo doesnt have the scale user data app or gross margin to compete on the pricing front"  
[X Link](https://x.com/CapArtichoke/status/1866521656836948213)  2024-12-10T16:33Z [---] followers, [---] engagements


"@ZaStocks $UBER trading at 22x FY25 EBIT while its EBIT is projected to double is unheard of Without saying anything how long have you been playing video games https://t.co/YjiwN6Cd4X Without saying anything how long have you been playing video games https://t.co/YjiwN6Cd4X"  
[X Link](https://x.com/CapArtichoke/status/1866956363630252187)  2024-12-11T21:20Z [---] followers, 11.3K engagements


". they are working through and I think will be a little bit of a delay in sort of the widespread adoption that we would like to see in the US Is because access to those vehicles will take a little bit longer"  
[X Link](https://x.com/CapArtichoke/status/1866979714705002837)  2024-12-11T22:53Z [---] followers, [---] engagements


"And the other one is a vehicle manufacturer but their technology still has to be proven to be able to kind of go at the same level of safety that I think all of us are expecting. $TSLA $GOOGL $GOOG"  
[X Link](https://x.com/CapArtichoke/status/1866979896678814149)  2024-12-11T22:54Z [---] followers, [---] engagements


"@Restructuring__ @itsmarkmoran Why do you keep reminding people where you work every opportunity you have Its nerdy and pathetic"  
[X Link](https://x.com/CapArtichoke/status/1868383081239093529)  2024-12-15T19:50Z [---] followers, [--] engagements


"@BigBullCap This is embarrassing. Forgot to add $NFLX and $AAPL"  
[X Link](https://x.com/CapArtichoke/status/1868780533632962864)  2024-12-16T22:09Z [---] followers, [---] engagements


"@thexcapitalist Why is buying banking exposure of 3rd world economies like LATAM is a good proposition Is $NU the first company thats grown this much in EMs If so whats its secret sauce If not what happened to the other ones - which LATAM-focused firm do SHs view as the precedent"  
[X Link](https://x.com/CapArtichoke/status/1868781574923469278)  2024-12-16T22:13Z [---] followers, [---] engagements


"25    . $UBER $GOOG $TSLA $LYFT (Konnichiwa) and hello Japan We're thrilled to announce that Waymo in partnership with @Nihonkotsu_Taxi and @go_goesnext will bring our autonomous vehicles to Tokyo for our first international road trip. Read more: https://t.co/6xnurQuiSP https://t.co/jIsIa7h8Wj (Konnichiwa) and hello Japan We're thrilled to announce that Waymo in partnership with @Nihonkotsu_Taxi and @go_goesnext will bring our autonomous vehicles to Tokyo for our first international road trip. Read more: https://t.co/6xnurQuiSP https://t.co/jIsIa7h8Wj"  
[X Link](https://x.com/CapArtichoke/status/1869039152295194792)  2024-12-17T15:17Z [---] followers, [----] engagements


"@Stamford_Sam Yellow too dark asp YoY is blank borders too thick years above the top border should be CY/FY not just [----] and are the cases in red macro buttons Bc if not theres no reason to see them at all"  
[X Link](https://x.com/CapArtichoke/status/1873660623403589982)  2024-12-30T09:21Z [---] followers, [--] engagements


"$UBER Added to US Conviction Buy List at Goldman"  
[X Link](https://x.com/CapArtichoke/status/1874809642930593829)  2025-01-02T13:27Z [---] followers, [---] engagements


"$SQ Raymond James Upgrades to Outperform PT $115"  
[X Link](https://x.com/CapArtichoke/status/1875102002856026320)  2025-01-03T08:48Z [---] followers, [---] engagements


"@ZaStocks Ive been looking at $LYFT as well given its either a target in case the tech is valid as an app+platform or a donut in case its not. Last weeks $AMZN rumors reinforced the upside potential but rumors dont pay the bills"  
[X Link](https://x.com/CapArtichoke/status/1876262072033697999)  2025-01-06T13:38Z [---] followers, [--] engagements


"$UBER Added to Wedbush Best Ideas List"  
[X Link](https://x.com/CapArtichoke/status/1876262410836901900)  2025-01-06T13:39Z [---] followers, [---] engagements


"@Citrini7 $TER 🧐"  
[X Link](https://x.com/CapArtichoke/status/1877144923813695838)  2025-01-09T00:06Z [---] followers, [---] engagements


"$TSMC +5.5% $ASML +4%  TSMC     .  -Cowos -HPC      3.5%+ . $TSMC $ASML  TSMC     .  -Cowos -HPC      3.5%+ . $TSMC $ASML"  
[X Link](https://x.com/CapArtichoke/status/1879820343327834308)  2025-01-16T09:17Z [---] followers, [---] engagements


"@DeItaone Definitely Americas biggest problem"  
[X Link](https://x.com/CapArtichoke/status/1881129808207528351)  2025-01-20T00:01Z [---] followers, [---] engagements


"Q4 Subs adds of 18.9M vs. Street at 9.6M - Largest in company history Q4 Revenue of 19% on an FXN basis vs guide of 17% Q1 Revenue guided to 14% on an FXN basis vs Street at 13% Authorizing a $15B buyback $NFLX +14%   [--]  .  -$10.11  ( 11.4%) $4.18  ( 98%)  [----] .   $NFLX   [--]  .  -$10.11  ( 11.4%) $4.18  ( 98%)  [----] .   $NFLX"  
[X Link](https://x.com/CapArtichoke/status/1881823267763396726)  2025-01-21T21:56Z [---] followers, [---] engagements


"$NFLX Rosenblatt Upgrades to Buy with a $1494 PT: Netflix delivered on so many levels in 4Q24 that the equity needs to be rethought. The [----] outlook now looks beatable with ads ramping and pricing rising while engagement re-inflects thanks to broad content strengths"  
[X Link](https://x.com/CapArtichoke/status/1882056073949172008)  2025-01-22T13:21Z [---] followers, [---] engagements


"The sports pivot is proving surprisingly successful and can expand boosting Netflix while pressuring TV rivals. We now see Netflix capable of topping its upped [----] guide for 14%-17% F/X-neutral revenue growth and a 29% margin with momentum positioned to continue"  
[X Link](https://x.com/CapArtichoke/status/1882056077103313287)  2025-01-22T13:21Z [---] followers, [--] engagements


"@Citrini7 Over the rest of the sector or Nasdaq/else"  
[X Link](https://x.com/CapArtichoke/status/1883173986538021058)  2025-01-25T15:24Z [---] followers, [---] engagements


"@BigBullCap $90 at $GS"  
[X Link](https://x.com/CapArtichoke/status/1887868535726018622)  2025-02-07T14:18Z [---] followers, [---] engagements


"Which companies are good comps for Similarweb $SMWB"  
[X Link](https://x.com/CapArtichoke/status/1890124047863935194)  2025-02-13T19:41Z [----] followers, [---] engagements


"GoPro reached an All Time Low at $0.7423 Market cap = $115.5m $GPRO"  
[X Link](https://x.com/CapArtichoke/status/1895510880844190101)  2025-02-28T16:26Z [---] followers, [----] engagements


"Golden age of fraud $BTC $TSLA $ARKK Were so back"  
[X Link](https://x.com/CapArtichoke/status/1896248613636022736)  2025-03-02T17:17Z [---] followers, [----] engagements


"JP Morgan raises Royal Caribbean Cruises Target Price to $298 $RCL"  
[X Link](https://x.com/CapArtichoke/status/1897003999116853688)  2025-03-04T19:19Z [----] followers, [----] engagements


"$JPM Provision for Credit Losses: $3.31B (Est. $2.70B) +75% YoY NCOs +20% 🧐"  
[X Link](https://x.com/CapArtichoke/status/1910648874714144922)  2025-04-11T10:59Z [----] followers, [---] engagements


"And if you read the logos 😅 $UBER $DKS DICKS Sporting Goods $DKS and Golf Galaxy are now on $UBER Eats offering on-demand delivery from over [---] locations nationwide. Starting this week customers can order everything from cleats and golf balls to jerseys and fitness geardelivered straight to their door. https://t.co/E7D1GnwEfN DICKS Sporting Goods $DKS and Golf Galaxy are now on $UBER Eats offering on-demand delivery from over [---] locations nationwide. Starting this week customers can order everything from cleats and golf balls to jerseys and fitness geardelivered straight to their door."  
[X Link](https://x.com/CapArtichoke/status/1933138095647371470)  2025-06-12T12:23Z [----] followers, [---] engagements


"@weary_centurion But why Oscar This is a good Wikipedia primer on insurance for beginners. Insurance = risk underwriting. Theres no need and no way for challenger insurance companies to make insurance sexy. If Oscar/Lemonade cant underwrite better than their competitors nothing really matters"  
[X Link](https://x.com/CapArtichoke/status/1938904536162189749)  2025-06-28T10:17Z [----] followers, [---] engagements


"@signulll In how many countries have you looked San Francisco"  
[X Link](https://x.com/CapArtichoke/status/1939737750707835295)  2025-06-30T17:28Z [----] followers, [---] engagements


"@zoomyzoomm Assuming its real money of course. Why doesnt $PDD pay a divi or buy back stock 🤔"  
[X Link](https://x.com/CapArtichoke/status/1945519094335254606)  2025-07-16T16:21Z [----] followers, [---] engagements


"Lucid Nuro and Uber launch autonomous robotaxi partnership to develop an autonomous robotaxi service exclusively for the Uber platform - $UBER aims to deploy [-----] or more Lucid vehicles equipped with the Nuro Driver over six years in dozens of markets around the world"  
[X Link](https://x.com/CapArtichoke/status/1945827945068540235)  2025-07-17T12:48Z [----] followers, [---] engagements


"@ZaStocks The funny thing is the strongest one is Pelosi"  
[X Link](https://x.com/CapArtichoke/status/1963222646847353262)  2025-09-03T12:48Z [----] followers, [---] engagements


"@wallstengine Thats the reason hes at Barclays 😆"  
[X Link](https://x.com/CapArtichoke/status/1963507493729976826)  2025-09-04T07:40Z [----] followers, [--] engagements


"@DeItaone Live view of Qatar condemning the cowardly Israeli attack:"  
[X Link](https://x.com/CapArtichoke/status/1965406950054879731)  2025-09-09T13:28Z [----] followers, [---] engagements


"Vistra Announces Plans to Build New Gas-Fueled Dispatchable Power Units in the Permian Basin 3-4%. $VST"  
[X Link](https://x.com/CapArtichoke/status/1972656662348456325)  2025-09-29T13:36Z [----] followers, [---] engagements


"@signulll The S&P500 is market cap weighted so OAI employees actually do diversify into great alternatives like Meta and Google much more than into industrial dogshit plus those said ETFs are liquid unlike their OAI stakes so guess it justifies the spread they pay via owning S&Ps trash"  
[X Link](https://x.com/CapArtichoke/status/1972782704644243676)  2025-09-29T21:57Z [----] followers, [----] engagements


"MIZUHO We launch coverage of $GOOGL shares with an Outperform rating and $295 price target (+20% upside) with +62%/(39%) in our bull/bear case. Alphabet is well-positioned to benefit from AI across key themes in advertising and cloud. On the ad side it is exceptionally"  
[X Link](https://x.com/CapArtichoke/status/1972882385747534327)  2025-09-30T04:33Z [----] followers, [---] engagements


"well-positioned to benefit from new GenAI native app advertising AI/ML driven TAM expansion into S&M expense and AI improving content quality/recs driving more time spent (YouTube) which we outline in our concurrently published industry note. We believe AI Mode and Gemini are"  
[X Link](https://x.com/CapArtichoke/status/1972882391481147586)  2025-09-30T04:33Z [----] followers, [---] engagements


"stemming share loss with recent Similar Web browser data pointing to moderating share losses against ChatGPT post AI Mode rollout in terms of time/user/day. We believe the positive AI impact on ad tech to Google's ad business has significant room to run. $GOOGL"  
[X Link](https://x.com/CapArtichoke/status/1972882398804418830)  2025-09-30T04:33Z [----] followers, [---] engagements


"@zach9191919 Why"  
[X Link](https://x.com/CapArtichoke/status/1973220156882166045)  2025-10-01T02:55Z [----] followers, [---] engagements


"@DonutShorts What allegedly happened in Israel was that bad loans were rolled to not show rising DQ rates until the borrowers gave up. Can always blame the UW model that saw no reason to write the loans off given its sophisticated mechanics (uh huh). Now ask yourself"  
[X Link](https://x.com/CapArtichoke/status/1973224781203009595)  2025-10-01T03:13Z [----] followers, [--] engagements


"@signulll What if OAI shorts stocks of companies its newest features threaten to raise $ without dilution See $DOCU yesterday for example"  
[X Link](https://x.com/CapArtichoke/status/1973247194720555507)  2025-10-01T04:42Z [----] followers, [---] engagements


"@SaraEisen @KimKardashian @Nike @skims Great headline if Nike were Victorias Secret. Nike has a World Cup and Olympic games in the US over the next [---] years and bras and loungewear wont cut it"  
[X Link](https://x.com/CapArtichoke/status/1973255990486376711)  2025-10-01T05:17Z [----] followers, [---] engagements


"@zach9191919 This is AI generated word salad. Its a lender that keeps loans on its BS or hides it in the offshore VIE which Im sure you have no clue about. EBITDA is irrelevant. Whats AI lending Banks have UW tech too doesnt make them tech cos"  
[X Link](https://x.com/CapArtichoke/status/1973421710843232628)  2025-10-01T16:16Z [----] followers, [--] engagements


"$PGY was +12% in pre-mkt thanks to BTIGs U-turn on $UPST ABS DQ rates. Stock has 19% short interest but we might see it close in red despite todays tailwinds and while market is shining in green like Sativa in Amsterdam. Is the market finally realizing its just a bank"  
[X Link](https://x.com/CapArtichoke/status/1973451781561786506)  2025-10-01T18:15Z [----] followers, [----] engagements


"@kp3690kp @Eyal__Weiss @mvcinvesting Start from making the case for EBITDA. Especially when $PGY originates the loans and then retains some of them making it asset HEAVY (not light like mgmt claims) and a balance sheet player. TBV multiple only the tech is the same tech banks use to UW loans"  
[X Link](https://x.com/CapArtichoke/status/1973452195657032161)  2025-10-01T18:17Z [----] followers, [---] engagements


"When will OpenAI buy $SNAP"  
[X Link](https://x.com/CapArtichoke/status/1973452692493312324)  2025-10-01T18:19Z [----] followers, [----] engagements


"@kp3690kp @Eyal__Weiss @mvcinvesting Of course it does. They wrote off 4Q24s entire revenue due to bad loans on the BS. Others get funneled into offshore VIEs (one of which lost 22% in FY24). It pays banks to UW their leftovers (free money) and yet hasnt been able to onboard bew banks in [----]. Why"  
[X Link](https://x.com/CapArtichoke/status/1973453543307878888)  2025-10-01T18:22Z [----] followers, [--] engagements


"@zach9191919 How is 5% of VIE risk = an entire Qs sales if said VIE is immaterial They dont fund via deposits but they do via diff type of unsec credit then keep loans on the BS If the sales figure is fees its an asset manager definitely not some AI-powered network of nothing"  
[X Link](https://x.com/CapArtichoke/status/1973494263439827023)  2025-10-01T21:04Z [----] followers, [---] engagements


"-$270  -$335 $GOOGL Following re-rating we think revisions matter most and detail why we see Search/GCP ests heading higher (with GCP accelerating to high 30s y/y growth). Raise PT to $270; $335 bull case if revisions are larger"  
[X Link](https://x.com/CapArtichoke/status/1973670661907526122)  2025-10-02T08:45Z [----] followers, [---] engagements


"@GhzResearch @YourAcc54783700 @DonutShorts Subprime lenders during a rate cut cycle. Their 4Q24 was the same story from Israel. Lender with no real UW model behind it. Ask yourself what tech platform that begs for EBITDA multiples doesnt sell its tech as SaaS (like $UPST does). One with no tech"  
[X Link](https://x.com/CapArtichoke/status/1975148960831689053)  2025-10-06T10:39Z [----] followers, [---] engagements


"Volatility has entered the chat Again 🤷🏻♂ $SPY"  
[X Link](https://x.com/CapArtichoke/status/1978861488086327732)  2025-10-16T16:31Z [----] followers, [---] engagements


"Royal Caribbean Group raises dividend 36% and announces $1b share repurchase program $RCL"  
[X Link](https://x.com/CapArtichoke/status/1890046382687576140)  2025-02-13T14:32Z [---] followers, [---] engagements


"9) Pershing Square would enter into a services agreement with HHH and receive an annual fee paid quarterly of 1.5% of HHHs equity market capitalization"  
[X Link](https://x.com/CapArtichoke/status/1891971658514079956)  2025-02-18T22:02Z [---] followers, [---] engagements


"*Walmart forecast adjusted earnings per share for 2026; the guidance missed the average analyst estimates $WMT -9% *2026 YEAR FORECAST* Sees adjusted EPS $2.50 to $2.60 estimate $2.77 (Bloomberg Consensus) Sees net sales +3% to +4%"  
[X Link](https://x.com/CapArtichoke/status/1892554223650279741)  2025-02-20T12:37Z [---] followers, [---] engagements


"*NIKE TOP STRATEGY AND COMMUNICATIONS EXECUTIVES LEAVING CO. $NKE"  
[X Link](https://x.com/CapArtichoke/status/1902443788578279431)  2025-03-19T19:35Z [----] followers, [---] engagements


"@blondesnmoney Its interesting that nobody is talking about $PGY given their founders fraud case in Israel and the fact that despite tauting onboarding new clients this year (to whom the co pays for nothing Free money) the count is [--] in October. Do people even do research"  
[X Link](https://x.com/CapArtichoke/status/1973170216990548012)  2025-09-30T23:36Z [----] followers, [---] engagements


"@mvcinvesting Looks like Benchmark knows nothing about the company and its value drivers. $PGY does indeed originate the loans and pays the banks to be the front thus making itself look like a tech platform that justifies an EBITDA multiple rather than a bank that deserves a BV multiple"  
[X Link](https://x.com/CapArtichoke/status/1973170745233838087)  2025-09-30T23:39Z [----] followers, [----] engagements


"@DonutShorts Yes. No one who covers it on Twitter or the sell side is aware of the founders history (which as we know often rhymes). Conveniently enough the only person who wasnt officially part of $PGY at the time of the collapse in Israel was the one who took the bullet"  
[X Link](https://x.com/CapArtichoke/status/1973224213076124085)  2025-10-01T03:11Z [----] followers, [----] engagements


"@DonutShorts The offshore fund had to recognize $46m in losses in FY24. Since PGY manages the fund rather than owning it those losses sit with the funds *investors* - not in PGYs reports. PGY only shows fee income not the swings in asset valuations. That offshore fund was 2.4x levered"  
[X Link](https://x.com/CapArtichoke/status/1973231126354469187)  2025-10-01T03:38Z [----] followers, [---] engagements


"@DonutShorts Now since $PGY only books sales from ABS origination fees and offshore VIE mgmt fees its ONLY incentive is to UW as many ABSs as possible. How does one sell a bad ABSs equity tranche which is mandatory for the ABS deal to close Maybe offshore VIE funds"  
[X Link](https://x.com/CapArtichoke/status/1973233724990075308)  2025-10-01T03:49Z [----] followers, [---] engagements


"@Eyal__Weiss @mvcinvesting Its written clearly in the 2nd sentence of the tweet. $PGY is a bank not a tech platform. Deserves a TBV multiple on its c. $435m Tangible equity or a $500m market cap if Im being generous"  
[X Link](https://x.com/CapArtichoke/status/1973246726153859475)  2025-10-01T04:40Z [----] followers, [---] engagements


"$CSU.TO My answer is that this stickiness is becoming more diluted. It won't remain sticky and you will see the results in two to three years not even five.The reason is that technology especially for clients like lawyers or doctors was very expensive [--] years ago. Former Roper Technologies VP on the stickiness of VMS: "Your question might be whether it's too sticky for a law firm to stick to custom-built legal practice management software or for a hospital to stick with hospital management software. My answer is that this stickiness is Former Roper Technologies VP on the stickiness of VMS:"  
[X Link](https://x.com/CapArtichoke/status/1973268152478998685)  2025-10-01T06:06Z [----] followers, [----] engagements


"@DonutShorts They do - hence the huge 4Q24 loss (was equal to that same Qs REVENUE) - and therefore $PGY is not asset-light at all and keeps loans on its BS just like a bank. Should trade at 1x TBV or less than $500m market cap"  
[X Link](https://x.com/CapArtichoke/status/1973383776253222951)  2025-10-01T13:45Z [----] followers, [---] engagements


"@Haifa_in_TA @mvcinvesting Wrong FCF is consistently negative and isn't calculated using Capex as one would for retailers or non-lenders. Instead it must be adjusted for investments in loans. Negative FCF of $306m in 2Q24 and $53m in 2Q25"  
[X Link](https://x.com/CapArtichoke/status/1974000365268762673)  2025-10-03T06:35Z [----] followers, [---] engagements


"Peabody writeup - Move that Body Coal writeup - Dont Coal Me Baby 🪨 $BTU $CNR $AMR $METC $HCC https://capitalartichoke.substack.com/p/dont-coal-me-baby https://capitalartichoke.substack.com/p/move-that-body https://capitalartichoke.substack.com/p/dont-coal-me-baby https://capitalartichoke.substack.com/p/move-that-body"  
[X Link](https://x.com/CapArtichoke/status/1978121974099399021)  2025-10-14T15:33Z [----] followers, [----] engagements


"@signulll Reshape = downgrade"  
[X Link](https://x.com/CapArtichoke/status/1979987635968823414)  2025-10-19T19:06Z [----] followers, [---] engagements


"$WDC https://capitalartichoke.substack.com/p/85f $WDC Western Digital Q126 Earnings Highlights 🔹 Revenue: $2.82B (Est. $2.73B) 🟢; UP +27% YoY 🔹 Adj EPS: $1.78 (Est. $1.58) 🟢; UP +137% YoY 🔹 Gross Margin (Non-GAAP): 43.9%; UP +660 bps YoY Guidance (Q226 Non-GAAP) 🔹 Revenue: $2.9B $100M (Est. $2.826B) 🟢; UP +20% https://capitalartichoke.substack.com/p/85f $WDC Western Digital Q126 Earnings Highlights 🔹 Revenue: $2.82B (Est. $2.73B) 🟢; UP +27% YoY 🔹 Adj EPS: $1.78 (Est. $1.58) 🟢; UP +137% YoY 🔹 Gross Margin (Non-GAAP): 43.9%; UP +660 bps YoY Guidance (Q226 Non-GAAP) 🔹 Revenue: $2.9B"  
[X Link](https://x.com/CapArtichoke/status/1983993177481867462)  2025-10-30T20:23Z [----] followers, [----] engagements


"@Wiseman_Cap Everyone needs storage and it sells the champagne of memory $SNDK"  
[X Link](https://x.com/CapArtichoke/status/1987874261067812941)  2025-11-10T13:25Z [----] followers, [----] engagements


"@Wiseman_Cap Everyones trying to rationalize using the same narratives. NVDA will be fine Fed will cut - if not in Dec then in Jan. Things are ok when you zoom out of the single day/week view. Plus recent drawdowns = what wed expect from a -ve scenario. Think a rebound is getting close"  
[X Link](https://x.com/CapArtichoke/status/1989323508212432968)  2025-11-14T13:24Z [----] followers, [---] engagements


"@CapitalObserver Google *is* both of them. Hohn also owns a terrible position in Cellnex and is now holding the OpenAI bag via his $MSFT stake. Weird that he sold Google but didnt add to MSFT if thats his logic"  
[X Link](https://x.com/CapArtichoke/status/1989644735947198734)  2025-11-15T10:40Z [----] followers, [---] engagements


"@grok @JeffBezos Its not a rocket-launching competition with a specific deadline. Many of SpaceXs launches have failed before getting it right meaning its plausible that it took way more time and capital it will have taken BO in 3/5y time in case BOs engineering team is more efficient"  
[X Link](https://x.com/CapArtichoke/status/1989752566507606047)  2025-11-15T17:49Z [----] followers, [--] engagements


"@grok @JeffBezos Execution history always favors the current leader - its designed like that by definition. The promising competitor doesnt have the numbers but could very well achieve higher escape velocity and start compounding efficiency with every launch. SpaceX has burnt tons of capital"  
[X Link](https://x.com/CapArtichoke/status/1989753328260321592)  2025-11-15T17:52Z [----] followers, [--] engagements


"@grok @JeffBezos Well it still isnt FCF +ve and the burn doesnt seem end soon so wheres the efficiency aside from some scientific articles that dont generate cash Early failures for both sound like similar stages and SpaceX hasnt moved much since to believe BO cant become better earlier"  
[X Link](https://x.com/CapArtichoke/status/1989754065929343044)  2025-11-15T17:55Z [----] followers, [--] engagements


"@shaunking @RepMTG Literally every idiot on this planet has shit talked . The courageous thing is to igonre the antisemitic noise and realize that Gazans fuck themselves up and theres a reason the entire Muslim world refuses to host them. Just a platform for Nazi propaganda like your garbage 😆"  
[X Link](https://x.com/CapArtichoke/status/1989819669113651510)  2025-11-15T22:15Z [----] followers, [---] engagements


"@wallstengine What does CR7 have to do with Saudi apart from being their toy"  
[X Link](https://x.com/CapArtichoke/status/1991082238444765258)  2025-11-19T09:52Z [----] followers, [---] engagements


"$GOOGL $300"  
[X Link](https://x.com/CapArtichoke/status/1991156832329400824)  2025-11-19T14:49Z [----] followers, [----] engagements


"👋🏻 $300 $LITE"  
[X Link](https://x.com/CapArtichoke/status/1993703180899942730)  2025-11-26T15:27Z [----] followers, [----] engagements


"@ZaStocks Coal Those power plants are never shutting down. $BTU"  
[X Link](https://x.com/CapArtichoke/status/1994200980368306449)  2025-11-28T00:25Z [----] followers, [---] engagements


"@BillAckman @elonmusk @SpaceX @SECGov @Tesla Maybe stop (ECM banker now) and just pick good stocks to own Isnt that what your LPs pay you for Turning HHH into the next Berkshire SPARCs - why all this advanced stuff just make profits the simple way. Plus it looks childish when you take it to X for attention"  
[X Link](https://x.com/CapArtichoke/status/2002661882872902064)  2025-12-21T08:46Z [----] followers, [--] engagements


"@blueprintsmb22 Wrong. P72s is a 45m 3-statements exam where 75% is already prepared and Citadels is even easier. Modeling will not be a significant part of investing going forward. Mechanics are always simple and flexing drivers can be easily done via AI (its already easy to do manually)"  
[X Link](https://x.com/CapArtichoke/status/2003413600107733470)  2025-12-23T10:33Z [----] followers, [----] engagements


"@blueprintsmb22 Wrong the Citadel exam is the same 45m 3-statements exam P72 has thats easier bc some rows arent hardcoded and the calcs can be seen. The case study is a different story but the modeling exams are a total joke"  
[X Link](https://x.com/CapArtichoke/status/2003415079728087452)  2025-12-23T10:39Z [----] followers, [--] engagements


"@blueprintsmb22 All the teams that underperform do to. Modeling will never get you home runs - instincts will. Show me one 5y model that aced the assumptions and EPS in hindsight. Modeling is just a way to claim you did the work whereas in most cases the work isnt excel-related"  
[X Link](https://x.com/CapArtichoke/status/2003415895193059399)  2025-12-23T10:42Z [----] followers, [---] engagements


"@blueprintsmb22 Arent DCFs 5y out Whats left to model otherwise - the multiple Exams use 5ys. And yes as you commented - it deserves a lol bc its BS. Bottoms up is a flawed way of thinking btw. If the macro or sectorial trends work against the co what it does in isolation doesnt matter"  
[X Link](https://x.com/CapArtichoke/status/2003417340793491647)  2025-12-23T10:48Z [----] followers, [---] engagements


"$190 👋🏻 $FTAI ✈"  
[X Link](https://x.com/CapArtichoke/status/2006022673525080255)  2025-12-30T15:20Z [----] followers, [---] engagements


"@FundaBottom @dylan522p Whats the value proposition Do they/you call out specific names and generate non-sectorial alpha or do you just shoutout broad trends like Cheatrini LITE is already pumped and no blog can come up with special insights into GOOGL META AMZN MSFT (no investor needs them either)"  
[X Link](https://x.com/CapArtichoke/status/2008386377340059678)  2026-01-06T03:53Z [----] followers, [---] engagements


"@dylan522p @FundaBottom Do you think you helped anyone buy AMZN/GOOGL/MSFT You do realize the entire world owns them yeah Googles stock went up 50-60% in [----] way before anyone mentioned the TPUs. What has AMZNs stock done since your AWS acceleration call More like Big-Tech *gossip* for fintwit"  
[X Link](https://x.com/CapArtichoke/status/2008446063082951158)  2026-01-06T07:50Z [----] followers, [---] engagements


"@insane_analyst The avg investor doesnt know this stuff either. If you count on making IRR by having the market understand the co like an electrical engineer would i have news for you. Plus valuation is already insane for a company that barely makes money (adjustments aside). Not a bear btw"  
[X Link](https://x.com/CapArtichoke/status/2008594331989668285)  2026-01-06T17:39Z [----] followers, [---] engagements


"$TSM 4th Quarter [----] Earnings Revenue $33.73B up 25.5% YoY vs $26.9 billion Rev T$1.05 trillion Gross Margin 62.3% vs guide (59% - 61%) Opng Margin 54% vs guide (49% - 51) Net Profit T$505.74B (US$16.30B) vs expected T$479.1B ($15.2B) - beat guidance"  
[X Link](https://x.com/CapArtichoke/status/2011681110917599578)  2026-01-15T06:05Z [----] followers, [----] engagements


"TSMC [----] capex guidance: $52 billion to $56 billion (30% above the guide) "Capex is expected to be significantly higher across the next three years" Huang adds. $KLAC +4% $AMAT +4.7%"  
[X Link](https://x.com/CapArtichoke/status/2011722916854120902)  2026-01-15T08:51Z [----] followers, [---] engagements


"$500 👋🏻 $SNDK"  
[X Link](https://x.com/CapArtichoke/status/2014065872080355568)  2026-01-21T20:01Z [----] followers, [----] engagements


"@firstadopter Top down doesnt mean you skip the fundamentals"  
[X Link](https://x.com/CapArtichoke/status/2014305828950397124)  2026-01-22T11:55Z [----] followers, [---] engagements


"@BlackScholesMan Using wifes account for risk diversification - they dont teach the good stuff at business schools no more :) Crossing my fingers for the white knight"  
[X Link](https://x.com/CapArtichoke/status/2015806155239428241)  2026-01-26T15:16Z [----] followers, [--] engagements


"$BTU 🪨 TRUMP: WILL BUY A LOT OF COAL THROUGH THE U.S. MILITAR TRUMP: WILL BUY A LOT OF COAL THROUGH THE U.S. MILITAR"  
[X Link](https://x.com/CapArtichoke/status/2021703728336699557)  2026-02-11T21:51Z [----] followers, [----] engagements


"VC    .     6% [-----] 15%-   :    .  .   . $CHKP"  
[X Link](https://x.com/CapArtichoke/status/2021992808245330080)  2026-02-12T17:00Z [----] followers, [----] engagements


"$BTU PJM is warning the grid could face a major power crunch over the next decade with a potential [--] GW supply shortfall if nothing changes. They say the gap could widen from about [---] GW today to [--] GW without action. PJM is warning the grid could face a major power crunch over the next decade with a potential [--] GW supply shortfall if nothing changes. They say the gap could widen from about [---] GW today to [--] GW without action"  
[X Link](https://x.com/CapArtichoke/status/2019798268507484594)  2026-02-06T15:40Z [----] followers, [----] engagements


"( )          .    🚩.     . $CHRW -22% $MS -5% $C -5%"  
[X Link](https://x.com/anyuser/status/2022011893154820412)  2026-02-12T18:16Z [----] followers, [----] engagements


"()   CBOE -$258 -$291 $CBOE"  
[X Link](https://x.com/CapArtichoke/status/2008201482835767557)  2026-01-05T15:38Z [----] followers, [---] engagements


"25%+ 🪨 $BTU $AMR $CNR https://capitalartichoke.substack.com/p/c80 https://capitalartichoke.substack.com/p/893 https://capitalartichoke.substack.com/p/c80 https://capitalartichoke.substack.com/p/893"  
[X Link](https://x.com/CapArtichoke/status/2013641896766156903)  2026-01-20T15:56Z [----] followers, [----] engagements


".     shit just got real   "  
[X Link](https://x.com/CapArtichoke/status/2020876539420708929)  2026-02-09T15:04Z [----] followers, [----] engagements


"$AMAT 11% .    :) 📊 Applied Materials $AMAT Quarterly Earnings ✅ Earnings Beat Adj. EPS: $2.38 YoY: Unchanged (from $2.38) ✅ Revenue Beat Sales: $7.01B YoY: 2.15% (from $7.17B) 📊 Applied Materials $AMAT Quarterly Earnings ✅ Earnings Beat Adj. EPS: $2.38 YoY: Unchanged (from $2.38) ✅ Revenue Beat Sales: $7.01B YoY: 2.15% (from $7.17B)"  
[X Link](https://x.com/anyuser/status/2022054659394019806)  2026-02-12T21:06Z [----] followers, [---] engagements


"😅  $GOOGL $MSFT $SMWB"  
[X Link](https://x.com/CapArtichoke/status/1970464113907122289)  2025-09-23T12:23Z [----] followers, [----] engagements


"New from The Capital Artichoke (ENG edition) Don't Coal Me Baby - A Contrarian's Black Diamond [----] words. Thank you in advance for your time ❤ $AMR $ARLP $BTU $CNR $HCC $METC $NC $NRP $SXC https://capitalartichoke.substack.com/p/dont-coal-me-baby https://capitalartichoke.substack.com/p/dont-coal-me-baby"  
[X Link](https://x.com/CapArtichoke/status/1974610561402126535)  2025-10-04T23:00Z [----] followers, [----] engagements


"GE     [--]   [-----] . $SAF.PA $GE"  
[X Link](https://x.com/CapArtichoke/status/1981593718877475047)  2025-10-24T05:28Z [----] followers, [---] engagements


"@poezhao0605 @dennisihong Will read Out of curiosity - did you adjust the operating profit to the Sun Art divestiture"  
[X Link](https://x.com/CapArtichoke/status/1994400504064176571)  2025-11-28T13:38Z [----] followers, [----] engagements


"@poezhao0605 @dennisihong Thank you. I remember seeing a tweet about its adjusted margins and how when you adjust for the Sun Art its actually up yoy()"  
[X Link](https://x.com/CapArtichoke/status/1994407325428322399)  2025-11-28T14:05Z [----] followers, [---] engagements


"$SLB $SLB SLB Q4 [----] Earnings - Rev. $9.75B (est $9.55B) - Adj EPS 78C (est 74C) - Adj. EBITDA $2.33B (est $2.31B) - Well Construction Rev. $2.95B (est $2.94B) - Capex $516M (est $576.3M) $SLB SLB Q4 [----] Earnings - Rev. $9.75B (est $9.55B) - Adj EPS 78C (est 74C) - Adj. EBITDA $2.33B (est $2.31B) - Well Construction Rev. $2.95B (est $2.94B) - Capex $516M (est $576.3M)"  
[X Link](https://x.com/CapArtichoke/status/2014668368209412553)  2026-01-23T11:55Z [----] followers, [----] engagements


"SK Hynix 4Q25 Earnings-Beat. Earnings call tomorrow - Revenue: KRW [-------] trillion (est. KRW 31T) - Operating profit: KRW [-------] trillion (est. KRW 16T) - Net profit: KRW [-------] trillion (est. KRW 15T)"  
[X Link](https://x.com/CapArtichoke/status/2016419763052789977)  2026-01-28T07:55Z [----] followers, [---] engagements


"$NKE The Beauty and the Freak The Warriors are willing to offer a Jonathan Kuminga/Jimmy Butlerheadlined package with draft picks for Giannis Antetokounmpo per @SIChrisMannix (Via @SInow ) https://t.co/NUisKudSll The Warriors are willing to offer a Jonathan Kuminga/Jimmy Butlerheadlined package with draft picks for Giannis Antetokounmpo per @SIChrisMannix (Via @SInow ) https://t.co/NUisKudSll"  
[X Link](https://x.com/CapArtichoke/status/2016576876618162382)  2026-01-28T18:19Z [----] followers, [----] engagements


"@wallstengine Let me guess - $AMC $RDDT or $BBY"  
[X Link](https://x.com/CapArtichoke/status/2017148844455117023)  2026-01-30T08:12Z [----] followers, [---] engagements


"$CBOE CBOE VOLATILITY INDEX AT OVER TWO MONTH HIGHS; LAST UP [---] POINTS AT [-----] CBOE VOLATILITY INDEX AT OVER TWO MONTH HIGHS; LAST UP [---] POINTS AT 22.53"  
[X Link](https://x.com/CapArtichoke/status/2019431739769385303)  2026-02-05T15:23Z [----] followers, [---] engagements


"@firstadopter Its all already priced in. Doubt theres a single person on this planet who doesnt believe in Nvidia"  
[X Link](https://x.com/CapArtichoke/status/2019775462025707896)  2026-02-06T14:09Z [----] followers, [----] engagements


"@jukan05 And if Engine paid the same amount the instit. Client paid for the same memo What if he was short $MU before the memo was released And I dont think he counts as an official news outlet so those regulations probably dont apply ()"  
[X Link](https://x.com/CapArtichoke/status/2019944101706137926)  2026-02-07T01:19Z [----] followers, [---] engagements


".          👀  $MNDY"  
[X Link](https://x.com/CapArtichoke/status/2020833560580760006)  2026-02-09T12:14Z [----] followers, 12.3K engagements


"-12.1% -12.0%             /ABS -FRLPC    $PGY"  
[X Link](https://x.com/CapArtichoke/status/2020865919531032994)  2026-02-09T14:22Z [----] followers, [----] engagements


"-HBM4    0.9% .  * 🛢 . . . . *"  
[X Link](https://x.com/CapArtichoke/status/2021606991701901715)  2026-02-11T15:27Z [----] followers, [----] engagements


"@DeItaone Congrats to Bill"  
[X Link](https://x.com/CapArtichoke/status/2021640142713500028)  2026-02-11T17:39Z [----] followers, [---] engagements


"@SagivElmaleh"  
[X Link](https://x.com/CapArtichoke/status/2021994948531565036)  2026-02-12T17:08Z [----] followers, [---] engagements


".   .     .   -WAU ( ) .       🤔 $MSFT Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"  
[X Link](https://x.com/anyuser/status/2022042051249156143)  2026-02-12T20:16Z [----] followers, [----] engagements


"$ANET      ( )     . 9%    .  $ANET Arista Networks Earnings Release 📈 EPS Beat: Q4 non-GAAP EPS of $0.82 vs. $0.76 consensus (+2.5% surprise); up from $0.66 YoY. GAAP EPS was $0.75. 💰 Strong Revenue Growth: Q4 revenue $2.49B (+28.9% YoY +7.8% QoQ) above $2.37B estimate; FY2025 revenue reached $9.01B $ANET Arista Networks Earnings Release 📈 EPS Beat: Q4 non-GAAP EPS of $0.82 vs. $0.76 consensus (+2.5% surprise); up from $0.66 YoY. GAAP EPS was $0.75. 💰 Strong Revenue Growth: Q4 revenue $2.49B (+28.9% YoY +7.8% QoQ) above $2.37B estimate; FY2025 revenue reached $9.01B"  
[X Link](https://x.com/anyuser/status/2022058171138011482)  2026-02-12T21:20Z [----] followers, [----] engagements


"-Third Point       .    . $IDR.MC Third Point has taken a stake in Spanish technology and defense company Indra Sistemas and is throwing its support behind Chairman ngel Escribanos plan to buy a smaller rival. https://t.co/8DsG16vDwZ Third Point has taken a stake in Spanish technology and defense company Indra Sistemas and is throwing its support behind Chairman ngel Escribanos plan to buy a smaller rival. https://t.co/8DsG16vDwZ"  
[X Link](https://x.com/anyuser/status/2023436902033244294)  2026-02-16T16:38Z [----] followers, [---] engagements


"Third Point has taken a stake in Spanish technology and defense company Indra Sistemas and is throwing its support behind Chairman ngel Escribanos plan to buy a smaller rival. https://www.bloomberg.com/news/articles/2026-02-16/activist-third-point-builds-indra-stake-urges-board-to-buy-em-etaid=699343483889c2000167af39&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"  
[X Link](https://x.com/anyuser/status/2023431745173897296)  2026-02-16T16:18Z 9.8M followers, 12.1K engagements


"35 .   .  -AI     5K  .       .    -IRR    ❤ $ZIM"  
[X Link](https://x.com/anyuser/status/2023417484897116461)  2026-02-16T15:21Z [----] followers, [----] engagements


".  Story   [--]   .    .  [--]   . [--]    .    -@CapArtichoke https://t.co/KdVkaJqUOv Story   [--]   .    .  [--]   . [--]    .    -@CapArtichoke https://t.co/KdVkaJqUOv"  
[X Link](https://x.com/anyuser/status/2023362339450257480)  2026-02-16T11:42Z [----] followers, [----] engagements


"Story   [--]   .    .  [--]   . [--]    .    -@CapArtichoke"  
[X Link](https://x.com/anyuser/status/2023362159812510064)  2026-02-16T11:41Z [----] followers, [----] engagements


"🛻🚛 👀 SALES OF HEAVY TRUCKS ARE PLUNGING A TREND THAT HAS HISTORICALLY SIGNALED AN APPROACHING RECESSION. SALES OF HEAVY TRUCKS ARE PLUNGING A TREND THAT HAS HISTORICALLY SIGNALED AN APPROACHING RECESSION"  
[X Link](https://x.com/anyuser/status/2023040823399702798)  2026-02-15T14:24Z [----] followers, [----] engagements


"SALES OF HEAVY TRUCKS ARE PLUNGING A TREND THAT HAS HISTORICALLY SIGNALED AN APPROACHING RECESSION"  
[X Link](https://x.com/anyuser/status/2022847369604120584)  2026-02-15T01:36Z 436.8K followers, 135.1K engagements


".     PE  (     ).      ( ).   . 😵💫 $ZIM"  
[X Link](https://x.com/anyuser/status/2022997123348959499)  2026-02-15T11:31Z [----] followers, [----] engagements


".       .       .     -   ❤"  
[X Link](https://x.com/anyuser/status/2022975306034733320)  2026-02-15T10:04Z [----] followers, [----] engagements


".    .    [---] 🧛🏻          -CPI . 🩸  [---] 🧛🏻          -CPI . 🩸"  
[X Link](https://x.com/anyuser/status/2022304803867529536)  2026-02-13T13:40Z [----] followers, [----] engagements


"-13 🧛🏻          -CPI . 🩸"  
[X Link](https://x.com/anyuser/status/2022260444128297428)  2026-02-13T10:43Z [----] followers, [----] engagements


"$ANET      ( )     . 9%    .  $ANET Arista Networks Earnings Release 📈 EPS Beat: Q4 non-GAAP EPS of $0.82 vs. $0.76 consensus (+2.5% surprise); up from $0.66 YoY. GAAP EPS was $0.75. 💰 Strong Revenue Growth: Q4 revenue $2.49B (+28.9% YoY +7.8% QoQ) above $2.37B estimate; FY2025 revenue reached $9.01B $ANET Arista Networks Earnings Release 📈 EPS Beat: Q4 non-GAAP EPS of $0.82 vs. $0.76 consensus (+2.5% surprise); up from $0.66 YoY. GAAP EPS was $0.75. 💰 Strong Revenue Growth: Q4 revenue $2.49B (+28.9% YoY +7.8% QoQ) above $2.37B estimate; FY2025 revenue reached $9.01B"  
[X Link](https://x.com/anyuser/status/2022058171138011482)  2026-02-12T21:20Z [----] followers, [----] engagements


"$ANET Arista Networks Earnings Release 📈 EPS Beat: Q4 non-GAAP EPS of $0.82 vs. $0.76 consensus (+2.5% surprise); up from $0.66 YoY. GAAP EPS was $0.75. 💰 Strong Revenue Growth: Q4 revenue $2.49B (+28.9% YoY +7.8% QoQ) above $2.37B estimate; FY2025 revenue reached $9.01B (+28.6% YoY). 🚀 Profitability Milestone: Q4 non-GAAP net income $1.05B (first time surpassing $1B in a quarter); non-GAAP operating margin 47.5%. 📊 Margins: Q4 GAAP gross margin 62.9% (vs. 63.8% YoY); non-GAAP gross margin 63.4%. FY non-GAAP gross margin held steady at 64.6%. 🧠 AI & Product Momentum: Highlighted AI"  
[X Link](https://x.com/anyuser/status/2022056826821652656)  2026-02-12T21:14Z [----] followers, [----] engagements


"$AMAT 11% .    :) 📊 Applied Materials $AMAT Quarterly Earnings ✅ Earnings Beat Adj. EPS: $2.38 YoY: Unchanged (from $2.38) ✅ Revenue Beat Sales: $7.01B YoY: 2.15% (from $7.17B) 📊 Applied Materials $AMAT Quarterly Earnings ✅ Earnings Beat Adj. EPS: $2.38 YoY: Unchanged (from $2.38) ✅ Revenue Beat Sales: $7.01B YoY: 2.15% (from $7.17B)"  
[X Link](https://x.com/anyuser/status/2022054659394019806)  2026-02-12T21:06Z [----] followers, [---] engagements


"📊 Applied Materials $AMAT Quarterly Earnings ✅ Earnings Beat Adj. EPS: $2.38 YoY: Unchanged (from $2.38) ✅ Revenue Beat Sales: $7.01B YoY: 2.15% (from $7.17B)"  
[X Link](https://x.com/anyuser/status/2022054298348388797)  2026-02-12T21:04Z [----] followers, [----] engagements


"CPI -    .   ❤"  
[X Link](https://x.com/anyuser/status/2022053334497341754)  2026-02-12T21:00Z [----] followers, [----] engagements


"YTD 2.7%-      1%-      .   relief rally       .      1%-      .   relief rally       "  
[X Link](https://x.com/anyuser/status/2022047046803608033)  2026-02-12T20:35Z [----] followers, [----] engagements


"1%-      .   relief rally       "  
[X Link](https://x.com/anyuser/status/2019746938812354976)  2026-02-06T12:16Z [----] followers, [----] engagements


".   .     .   -WAU ( ) .       🤔 $MSFT Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"  
[X Link](https://x.com/anyuser/status/2022042051249156143)  2026-02-12T20:16Z [----] followers, [----] engagements


"Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"  
[X Link](https://x.com/anyuser/status/2022023155423002867)  2026-02-12T19:01Z 840K followers, 7M engagements


".        1.5% .  . Noted 📝 TRUMP PAUSES CHINA TECH BANS AHEAD OF XI SUMMIT TRUMP PAUSES CHINA TECH BANS AHEAD OF XI SUMMIT"  
[X Link](https://x.com/anyuser/status/2022040671264325980)  2026-02-12T20:10Z [----] followers, [----] engagements


"TRUMP PAUSES CHINA TECH BANS AHEAD OF XI SUMMIT"  
[X Link](https://x.com/anyuser/status/2022039536088604717)  2026-02-12T20:06Z 126.3K followers, 50.1K engagements


"( )          .    🚩.     . $CHRW -22% $MS -5% $C -5%"  
[X Link](https://x.com/anyuser/status/2022011893154820412)  2026-02-12T18:16Z [----] followers, [----] engagements


"( )     .       "  
[X Link](https://x.com/anyuser/status/2021997521045008406)  2026-02-12T17:19Z [----] followers, [----] engagements

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