#  @KrisBennatti Kris Kris posts on X about ai, investment, in the, $smci the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1028013104855171072/interactions)  - [--] Week [---] -57% - [--] Month [-----] +774% - [--] Months [------] +700% - [--] Year [------] +121% ### Mentions: [--] [#](/creator/twitter::1028013104855171072/posts_active)  - [--] Months [--] -8.30% - [--] Year [--] +24% ### Followers: [---] [#](/creator/twitter::1028013104855171072/followers)  - [--] Week [---] +0.11% - [--] Month [---] -0.46% - [--] Months [---] +9.80% - [--] Year [---] +33% ### CreatorRank: [---------] [#](/creator/twitter::1028013104855171072/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [vc firms](/list/vc-firms) [celebrities](/list/celebrities) **Social topic influence** [ai](/topic/ai), [investment](/topic/investment), [in the](/topic/in-the), [$smci](/topic/$smci), [$pltr](/topic/$pltr) #841, [seamlessly](/topic/seamlessly), [model](/topic/model), [accounting](/topic/accounting), [$be](/topic/$be), [red](/topic/red) **Top accounts mentioned or mentioned by** [@hudsonlabs](/creator/undefined) [@piesauce](/creator/undefined) [@michaeljburry](/creator/undefined) [@wsj](/creator/undefined) [@bedrockai](/creator/undefined) [@melissaleecnbc](/creator/undefined) [@guyadami](/creator/undefined) [@karenfinerman](/creator/undefined) [@fundamentedge](/creator/undefined) [@adrianh](/creator/undefined) [@awlpodcast1](/creator/undefined) [@charlesbonnerjr](/creator/undefined) [@calvinfroedge](/creator/undefined) [@stockjabber](/creator/undefined) [@spartancanada](/creator/undefined) [@aliasaria](/creator/undefined) [@alyfsomani](/creator/undefined) [@kerrisdalecap](/creator/undefined) [@sinisleong](/creator/undefined) [@blueorcainvest](/creator/undefined) **Top assets mentioned** [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bloom Energy Corporation (BE)](/topic/$be) [Boeing Co (BA)](/topic/$ba) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [GM (GM)](/topic/$gm) [Microsoft Corp. (MSFT)](/topic/$msft) [Sui (SUI)](/topic/$sui) [Uber Technologies, Inc. (UBER)](/topic/uber) [Intuitive Surgical, Inc. (ISRG)](/topic/intuitive-surgical) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Carvana Co. (CVNA)](/topic/$cvna) [Cooper Companies, Inc. (COO)](/topic/$coo) [Salesforce Inc (CRM)](/topic/$crm) [PBF ENERGY INC. (PBF)](/topic/$pbf) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Tesla, Inc. (TSLA)](/topic/$tsla) [Camden Property Trust (CPT)](/topic/$cpt) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Analog Devices, Inc. (ADI)](/topic/$adi) [Now Coin (NOW)](/topic/$now) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Spirit Aerosystems Holdings, Inc. (SPR)](/topic/$spr) [Carpenter Technology Corp (CRS)](/topic/$crs) [Rubic (RBC)](/topic/$rbc) [Hexcel Corporation (HXL)](/topic/$hxl) [Moderna Inc (MRNA)](/topic/$mrna) [DENTSPLY SIRONA Inc (XRAY)](/topic/$xray) [Activision Blizzard, Inc. (ATVI)](/topic/activision-blizzard-inc) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Southwest Airlines Co (LUV)](/topic/$luv) [American Airlines Group Inc (AAL)](/topic/$aal) [Ziff Davis, Inc. Common Stock (ZD)](/topic/$zd) [Optimism (OP)](/topic/optimism) [NVIDIA Corp. (NVDA)](/topic/$nvda) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [QuantumCore (QBS)](/topic/quantum) ### Top Social Posts Top posts by engagements in the last [--] hours "The new Moderna $MRNA CFO was allegedly involved in a channel stuffing scheme () to meet exec comp targets when he was at $XRAY He's been on the job at Moderna for just [--] month and will walk away with $700K. BREAKING - The new Moderna $MRNA CFO is leaving effective immediately Jorge Gomez' departure is due to disclosure by his former employer Dentsply Siron $XRAY "of an ongoing internal investigation into certain matters including financial reporting." Uh oh BREAKING - The new Moderna $MRNA CFO is leaving effective immediately Jorge Gomez' departure is due to disclosure by his former employer" [X Link](https://x.com/KrisBennatti/status/1524373433961918464) 2022-05-11T12:58Z [---] followers, [--] engagements "$ATVI Activision Blizzard Inc. reported paying Bobby Kotick $826549 after he requested that his salary be reduced and passed up bonuses and equity grants amid turmoil and government investigations of workplace issues at the videogame company. Good on him CEO pay today: Half made more than $14.7 million in [----]. Nine got pay packages of $50+ million sometimes much more. See who made the most the least posted the best and worst performance with details on more than [---] S&P [---] companies. https://t.co/4ujnkjUgtg on @WSJ https://t.co/M826vJzyUM CEO pay today: Half made more than $14.7 million in" [X Link](https://x.com/KrisBennatti/status/1525834151592460288) 2022-05-15T13:43Z [---] followers, [--] engagements "@Adrian_H 💯 Also a good sign when the CTO the GM and an audit committee member resigns. $ENVX" [X Link](https://x.com/KrisBennatti/status/1674511596452708354) 2023-06-29T20:59Z [---] followers, [----] engagements "Are you a tax accountant looking to provide random and unreliable advice to your clients Sign up here" [X Link](https://x.com/anyuser/status/1702060671486022094) 2023-09-13T20:44Z [--] followers, [---] engagements ""Less than two dozen SPACs have gone public so far this year compared to more than [---] in [----] the market peak. The deflation of the SPAC bubble puts less market pressure on auditors but not from regulators dealing with the fallout from the boom."" [X Link](https://x.com/KrisBennatti/status/1707800508637843817) 2023-09-29T16:52Z [---] followers, [--] engagements "Glad to see the @BedrockAI employee management handbook is finally gaining traction Oh fuck off. "We will send emails and texts during off hours to see how the candidate responds or doesn't respond and match accordingly" said a recruiter. https://t.co/EboXTkcWWM Oh fuck off. "We will send emails and texts during off hours to see how the candidate responds or doesn't respond and match accordingly" said a recruiter. https://t.co/EboXTkcWWM" [X Link](https://x.com/KrisBennatti/status/1715421877521236458) 2023-10-20T17:37Z [---] followers, [---] engagements "So happy to finally get recognized for my magnificence in 'directing agendas'" [X Link](https://x.com/KrisBennatti/status/1726666161360892220) 2023-11-20T18:17Z [---] followers, [---] engagements "Co-founders looking jolly @piesauce" [X Link](https://x.com/KrisBennatti/status/1732790125917069653) 2023-12-07T15:52Z [---] followers, [---] engagements "We're delighted to announce our new brand and name. Thank you to everyone who worked overtime to make this happen" [X Link](https://x.com/KrisBennatti/status/1732808382719868995) 2023-12-07T17:04Z [---] followers, [----] engagements "When @piesauce and I founded the company in [----] we had no funding and no real evidence that our research project would work. So proud of the company we've built and the advances in finance-specific language modelling brought to market since then" [X Link](https://x.com/KrisBennatti/status/1732816513411829954) 2023-12-07T17:37Z [---] followers, [---] engagements "@awlpodcast1 Please" [X Link](https://x.com/KrisBennatti/status/1747364296307195938) 2024-01-16T21:04Z [---] followers, [--] engagements "Looking back at Boeing's recent history and going with "absolute confidence" strikes me as a tad foolhardy $BA $LUV Commentary on Boeing ranged from supportive to harsh: $LUV (completely reliant on Boeing): "I have absolute confidence that they will work their way through this and address the issues." $AAL (least reliant): "We're going to hold them accountable. Boeing needs to get their act Commentary on Boeing ranged from supportive to harsh: $LUV (completely reliant on Boeing): "I have absolute confidence that they will work their way through this and address the issues." $AAL (least" [X Link](https://x.com/KrisBennatti/status/1752429764025930092) 2024-01-30T20:33Z [---] followers, [---] engagements "@charlesbonnerjr @calvinfroedge I'm now being told that I did Buenos Aires wrong. Almost certainly true - I was [--] years and working a job I found on Craigslist" [X Link](https://x.com/KrisBennatti/status/1755067168360653069) 2024-02-07T03:13Z [---] followers, [--] engagements "The non-accelerated 10-K filing deadline was earlier this week prompting another flood of non-timely forms. Fun fact Trump's $DJT is one of the companies with the most non-timely filings in the last five years. Explore more on the @HudsonLabs platform coming soon" [X Link](https://x.com/KrisBennatti/status/1775946660251607170) 2024-04-04T18:00Z [---] followers, [---] engagements "@HudsonLabs @StockJabber This feature is one of my all-time favourites" [X Link](https://x.com/KrisBennatti/status/1775946817022148775) 2024-04-04T18:01Z [---] followers, [---] engagements "I had the pleasure of participating on a panel on AI with the PCAOB board and Investor Advisory Group today. Themes: * AI = chatbot. It is a diverse field * AI is an important & valuable for improving the fairness and efficiency of capital markets" [X Link](https://x.com/KrisBennatti/status/1783238682478035092) 2024-04-24T20:56Z [---] followers, [---] engagements "@SpartanCanada Hey folks where's the course map for the Toronto Super this weekend I'm not seeing it. Still to come" [X Link](https://x.com/KrisBennatti/status/1787617495076995425) 2024-05-06T22:56Z [---] followers, [--] engagements "@aliasaria The hunger to solve problems is not the same as dissatisfaction. These are not two extremes that need to be balanced - suffering and joy are inextricably linked. Doing hard things and solving tough problems is the most reliable source of contentment" [X Link](https://x.com/KrisBennatti/status/1797979121026482511) 2024-06-04T13:10Z [---] followers, [--] engagements "Suhas has been giving a series of technical talks on agentic AI which have been hugely popular in the AI researcher/practitioner community. @HudsonLabs is hosting a less technical version designed for finance-focused VCs in our network - June 13th 4pm est/1pm pst" [X Link](https://x.com/KrisBennatti/status/1798020109279392032) 2024-06-04T15:52Z [---] followers, [----] engagements "MiMedx execs - where are they now" [X Link](https://x.com/KrisBennatti/status/1801696073624522974) 2024-06-14T19:19Z [---] followers, [----] engagements "Well that escalated quickly. One moment you're searching for a sublet in NYC and then boom death" [X Link](https://x.com/KrisBennatti/status/1816910359305027597) 2024-07-26T18:56Z [---] followers, [---] engagements "Great to see Hudson Labs in the Wall Street Journal once again. Great piece Mark Maurer. Thanks to our own @alyfsomani for driving this analysis Hudson Labs unique datasets highlighted once again in the @WSJ today. "Nearly [---] U.S.-listed companies cited insufficient accounting personnel for a material weakness during a 12-month period through June up 1% over an average of the previous three years according to Hudson Hudson Labs unique datasets highlighted once again in the @WSJ today. "Nearly [---] U.S.-listed companies cited insufficient accounting personnel for a material weakness during a" [X Link](https://x.com/KrisBennatti/status/1819416805850349615) 2024-08-02T16:55Z [---] followers, [---] engagements "According to Alphabet's 10-K they "face formidable competition " in every aspect of their business. If everything is securities fraud. $GOOGL" [X Link](https://x.com/KrisBennatti/status/1821947173824541182) 2024-08-09T16:30Z [---] followers, [---] engagements "@KerrisdaleCap Rated as high risk by Hudson Labs models. Fun fact: more AI mentions in [----] than any other telecom" [X Link](https://x.com/KrisBennatti/status/1828916768632648188) 2024-08-28T22:05Z [---] followers, [----] engagements "SEC comments on Enovix revenue reporting 👇 Look out for more detailed disclosure including geographic breakdown in the Dec 10-K $ENVX" [X Link](https://x.com/KrisBennatti/status/1834263431777526161) 2024-09-12T16:10Z [---] followers, [----] engagements "Enovix's responses with current geographic revenue breakdown here - https://www.sec.gov/Archives/edgar/data/1828318/000182831824000165/filename1.htm https://www.sec.gov/Archives/edgar/data/1828318/000182831824000165/filename1.htm" [X Link](https://x.com/KrisBennatti/status/1834263433971204561) 2024-09-12T16:10Z [---] followers, [---] engagements "Did you know that Workday Ziff Davis and HP never mentioned artificial intelligence during earnings calls in [----] [----] YTD all three companies are in the 90th percentile of AI mentions. $WDAY $ZD $HPQ List of companies with biggest changes 👇" [X Link](https://x.com/KrisBennatti/status/1836441403011829833) 2024-09-18T16:25Z [---] followers, [----] engagements "@SinisLeong I heard only optimism and enthusiasm ;)" [X Link](https://x.com/KrisBennatti/status/1839077868313391306) 2024-09-25T23:01Z [---] followers, [---] engagements "Good time to revisit this tweet $SUI Agreed that unwillingness to book timely impairments in the past doesn't bode well for timely impairments in the future cc @blueorcainvest Sun Communities lost all of my goodwill when they stopped heating ma's pool Where's the impairment charge for that https://t.co/qx96KMma4P Sun Communities lost all of my goodwill when they stopped heating ma's pool Where's the impairment charge for that https://t.co/qx96KMma4P" [X Link](https://x.com/KrisBennatti/status/1839081037550465324) 2024-09-25T23:14Z [---] followers, [---] engagements "Speaking of impairment.this list is pretty interesting" [X Link](https://x.com/KrisBennatti/status/1839464259664871458) 2024-09-27T00:37Z [---] followers, [----] engagements "This isn't normal. Disclosure on the inherent limitations of controls uses the wording "may not prevent or detect" or similar. Saying that you don't **expect** your internal controls to prevent error and fraud is decidedly abnormal. Also many companies only put this disclosure in their 10-K. $NVDA In its most recent earnings report Nvidia included a new and rather suspicious disclosure: https://t.co/UbpWg04Esh In its most recent earnings report Nvidia included a new and rather suspicious disclosure: https://t.co/UbpWg04Esh" [X Link](https://x.com/KrisBennatti/status/1852095726190276793) 2024-10-31T21:10Z [---] followers, [----] engagements "Mea culpa Getting fact checked by my team. This isn't nearly as weird as I believed. Same language used by Intuitive Surgical Arista Uber and others" [X Link](https://x.com/KrisBennatti/status/1852359628773835129) 2024-11-01T14:38Z [---] followers, [---] engagements "Mea culpa Getting fact checked by my team. This isn't nearly as weird as I believed. Same language used by Intuitive Surgical Arista Uber and others This isn't normal. Disclosure on the inherent limitations of controls uses the wording "may not prevent or detect" or similar. Saying that you don't **expect** your internal controls to prevent error and fraud is decidedly abnormal. Also many companies only put this disclosure This isn't normal. Disclosure on the inherent limitations of controls uses the wording "may not prevent or detect" or similar. Saying that you don't **expect** your" [X Link](https://x.com/KrisBennatti/status/1852365278975271202) 2024-11-01T15:01Z [---] followers, [---] engagements "This was so fun Thank you for having me @MelissaLeeCNBC @GuyAdami @karenfinerman Financial AI platform @HudsonLabs first flagged risks at $SMCI in [----] and again in January [----]. CEO @KrisBennatti discusses how the software detects risks and what it found out about the company. https://t.co/ToZ21OVIWH Financial AI platform @HudsonLabs first flagged risks at $SMCI in [----] and again in January [----]. CEO @KrisBennatti discusses how the software detects risks and what it found out about the company. https://t.co/ToZ21OVIWH" [X Link](https://x.com/KrisBennatti/status/1854947788477681936) 2024-11-08T18:03Z [---] followers, [----] engagements "@SemiCynic @MelissaLeeCNBC @GuyAdami @karenfinerman Yes size & maturity significantly interact with the relevance of most risk categories. BUT at any size the concentration of risk at SMCI was abnormal. Normal microcap related party would be founder loans transactions with investors putting your dad on the board" [X Link](https://x.com/KrisBennatti/status/1854956891958657123) 2024-11-08T18:39Z [---] followers, [--] engagements "Join us at 4:30 ET to find out why ChatGPT "can beat 90% of lawyers trying to pass the bar" but still hasn't taken your job. Register here - https://zoom.us/webinar/register/WN_0AsWo5ymTMi8NFKBKl1bnQ#/registration Cutting Edge Episode 5: Kris Bennatti Hudson Labs I am pumped for the next episode of Cutting Edge where we are exploring the intersection of fundamental investing & AI via conversations with leading builders in the space. I will be hosting Kris Bennatti from Hudson Labs for https://t.co/sP63WkIkSa https://zoom.us/webinar/register/WN_0AsWo5ymTMi8NFKBKl1bnQ#/registration Cutting Edge" [X Link](https://x.com/KrisBennatti/status/1869758258535391516) 2024-12-19T14:54Z [---] followers, [---] engagements "Vinco Ventures $BBIG was one of the most fun public companies of all time. There was so much boardroom infighting that they once elected a random man who walked into the courtroom as CEO. This SEC enforcement press release provides some nice colour on what was happening behind the scenes" [X Link](https://x.com/KrisBennatti/status/1876357997603004568) 2025-01-06T19:59Z [---] followers, [----] engagements "Quantum computing companies are really hot.or maybe not Great read from our own @juliabxu $QUBT $QBTS $RGTI $IONQ https://www.hudson-labs.com/post/field-notes-on-four-quantum-computing-companies https://www.hudson-labs.com/post/field-notes-on-four-quantum-computing-companies" [X Link](https://x.com/KrisBennatti/status/1876758986877214799) 2025-01-07T22:33Z [---] followers, [----] engagements "Verint $VRNT to provide new info on number of SaaS migrations in upcoming 10-K at the behest of the SEC" [X Link](https://x.com/KrisBennatti/status/1879978420752572701) 2025-01-16T19:45Z [---] followers, [---] engagements "What great AI tools for investing are missing from this list We want them all. We made a list of [--] great AI tools for investment research with notes on their strengths and limitations👇 Know a great tool we missed Comment below and we'll add it to the list. https://t.co/e9BpcZmeQo We made a list of [--] great AI tools for investment research with notes on their strengths and limitations👇 Know a great tool we missed Comment below and we'll add it to the list. https://t.co/e9BpcZmeQo" [X Link](https://x.com/KrisBennatti/status/1880259447387541856) 2025-01-17T14:22Z [---] followers, [---] engagements "@HudsonLabs I don't think Chipotle understands what the term "range" means" [X Link](https://x.com/KrisBennatti/status/1887165543355953307) 2025-02-05T15:45Z [---] followers, [--] engagements "@HudsonLabs $CMG call summary from the Co-Analyst here:" [X Link](https://x.com/KrisBennatti/status/1887165919735972218) 2025-02-05T15:46Z [---] followers, [---] engagements "It was very cool to get to share a stage with SEC Commissioner @HesterPeirce earlier this week (sort of). While sporting a very stylish ortho boot and sling I spoke to the attendees of FinTech Forward about the critical role of AI in promoting fairness in capital markets and reiterated the importance of specialized AI applications. Thank you to the @TorontoRBOT for inviting @HudsonLabs. For me the highlight of the conference was the Commissioner Peirce's panel. As a crypto bear I dont always agree with the Commissioner but her recent speeches are insightful. After working in this space for" [X Link](https://x.com/KrisBennatti/status/1887559583427956833) 2025-02-06T17:50Z [---] followers, [---] engagements "McD's $MCD is down and out about low income consumers but no one else is. $YUM $WEN $CMG" [X Link](https://x.com/KrisBennatti/status/1889344359419490503) 2025-02-11T16:02Z [---] followers, [---] engagements "Most public companies with reliance on government contracts appear to think that DOGE means more money not less Is this a rationale view ex: $LDOS $PLTR $TYL" [X Link](https://x.com/KrisBennatti/status/1894745276994179262) 2025-02-26T13:44Z [---] followers, [---] engagements "Is this a common business practice Genuine q $SMCI" [X Link](https://x.com/KrisBennatti/status/1894796771496497453) 2025-02-26T17:08Z [---] followers, [----] engagements "The existence of the [----] and [----] Convertible notes "may encourage short selling" $SMCI" [X Link](https://x.com/KrisBennatti/status/1894817246402294131) 2025-02-26T18:30Z [---] followers, [---] engagements "Super Micro $SMCI non-timely filing count now rivals MiMedx and FuboTV" [X Link](https://x.com/KrisBennatti/status/1895129892028850645) 2025-02-27T15:12Z [---] followers, [---] engagements "Analyst focus areas in Honeywell's earnings calls - last [--] quarters from Hudson Labs Co-Analyst $HON" [X Link](https://x.com/KrisBennatti/status/1895242526346695119) 2025-02-27T22:40Z [---] followers, [---] engagements "$TLSA vs. $GM: Tesla believes robots will be doing useful things by end of the year. General Motors is optimistic about reducing warranty and repair costs. Same same. Query: "overly promotional statements from management"" [X Link](https://x.com/KrisBennatti/status/1898121401116369349) 2025-03-07T21:19Z [---] followers, [---] engagements "Molson & Coca Cola commentary on aluminum from February calls $TAP $KO" [X Link](https://x.com/KrisBennatti/status/1900204915487539621) 2025-03-13T15:18Z [---] followers, [---] engagements "The success of Y Combinator proves this is true at least in private investing. The most successful VCs spend very little time on diligence. No joke I mean this 100% earnestly. The best amount of due diligence is the absolute minimum. . . . The minimum level required to make the correct decision most of the time. No joke I mean this 100% earnestly. The best amount of due diligence is the absolute minimum. . . . The minimum level required to make the correct decision most of the time" [X Link](https://x.com/KrisBennatti/status/1903188289437180169) 2025-03-21T20:53Z [---] followers, [---] engagements "Now live: multi-company multi-period extraction of hard-to-find metrics with commentary query: "rpo": tickers: $ADSK $ZS" [X Link](https://x.com/KrisBennatti/status/1904670982729584670) 2025-03-25T23:05Z [---] followers, [---] engagements "Value investing conference - not the most upbeat conference I've been to" [X Link](https://x.com/KrisBennatti/status/1905265161801261064) 2025-03-27T14:26Z [---] followers, [---] engagements "Chili's vs. Applebee's = very different story query = "comp sales chilis vs applebees" tickers = $EAT $DIN 31.4% is YOY obv not comparable to -4.7%" [X Link](https://x.com/KrisBennatti/status/1905631055991763042) 2025-03-28T14:40Z [---] followers, [---] engagements "Get ready for expensive shoes Tariff impact on $BOOT $SKX $SHOO" [X Link](https://x.com/KrisBennatti/status/1908155568495153379) 2025-04-04T13:51Z [---] followers, [---] engagements "$GM [----] guidance is obviously now irrelevant. "It's important to note that our guidance does not account for the impact of future policy changes by the new administration including tariffs tax reform or other regulation changes." (Jan 28th)" [X Link](https://x.com/KrisBennatti/status/1908161212392566837) 2025-04-04T14:14Z [---] followers, [---] engagements "There was only limited discussion of aluminum/tariffs in previous Constellation earnings calls $STZ" [X Link](https://x.com/KrisBennatti/status/1909958029962850440) 2025-04-09T13:14Z [---] followers, [---] engagements "@piesauce is now assigning reading during stand up: "Read chapter [--] of my textbook then you should be able to figure this out"" [X Link](https://x.com/KrisBennatti/status/1938614851661873409) 2025-06-27T15:06Z [---] followers, [--] engagements "Im excited to invite you to Generative AI in Investment Management (GAIIM 2025) held at Columbia University onSept. [--] [----] This is a full-day conference that brings together investors innovators and industry leaders to explore how generative AI is transforming the future of fundamental investing. Attendees benefit from: [--]. Expert Insights That Matter - Hear from leading voices in fundamental investing and fintech as they share real-world applications of generative AI in research portfolio management risk modelling and more. [--]. Hands-On Access to 20+ AI Tools - Explore the demos of over 20" [X Link](https://x.com/KrisBennatti/status/1953160873318420544) 2025-08-06T18:26Z [---] followers, [---] engagements "Join us on Monday night for a webinar on AI & earnings season AI & EARNINGS SEASON To me one of the most compelling frontiers for the deployment of AI in investment research is earnings season. Earnings season is both "report card" time for a thesis of duration and "super bowl" for high velocity investors looking to monetize their https://t.co/XmqG6kITw2 AI & EARNINGS SEASON To me one of the most compelling frontiers for the deployment of AI in investment research is earnings season. Earnings season is both "report card" time for a thesis of duration and "super bowl" for high velocity" [X Link](https://x.com/KrisBennatti/status/1958588973154279793) 2025-08-21T17:56Z [---] followers, [---] engagements "On Monday we co-hosted a webinar on how artificial intelligence is transforming how equity analysts prepare for and navigate earnings season. The session covers how buyside analysts are using AI to accelerate workflows improve triage during high-volume earnings days and integrate large language models (LLMs) into research processes. Featuring Brett Caughran and Andrew Carr of @FundamentEdge and David Plon of Portrait Analytics. With over a decade of hedge fund experience Brett shares how earnings season creates the most work and the most opportunity for analysts and why AI augmentation" [X Link](https://x.com/KrisBennatti/status/1961169392903033002) 2025-08-28T20:49Z [---] followers, [---] engagements "Full video on using AI in earnings season here - https://www.youtube.com/watchv=6SQJCI8s5X0 https://www.youtube.com/watchv=6SQJCI8s5X0" [X Link](https://x.com/KrisBennatti/status/1961169524977266972) 2025-08-28T20:50Z [---] followers, [--] engagements "Big announcement coming tomorrow. Stay tuned" [X Link](https://x.com/KrisBennatti/status/1965153543167647857) 2025-09-08T20:41Z [---] followers, [----] engagements "Most AI fails in finance ❌ Hallucinations. Missed guidance. Inaccurate numbers. Today we launch The Co-Analyst high-precision AI for institutional investors. Used by funds managing $1T+ AUM. Only the facts. Direct-from-source. Every time" [X Link](https://x.com/anyuser/status/1965407865927356813) 2025-09-09T13:32Z [---] followers, 184.3K engagements "The Co-Analyst is taking off. To help us keep up were delighted to have Buddy Wiseman-Barker join @HudsonLabs as our new Head of Institutional Sales. ➡ Equity research at National Bank where he was an associate for a top ranked analyst covering sustainable infrastructure and clean technology ➡ Founding team member at INVRS an investment research fintech startup where he worked across product and growth ➡ A true markets guy deeply passionate about researching stocks especially where it interacts with technology and data Very few people understand both equity research workflows and fintech" [X Link](https://x.com/KrisBennatti/status/1968694271403302942) 2025-09-18T15:11Z [---] followers, [---] engagements "@TravisHoium $BE 🚨🚨" [X Link](https://x.com/KrisBennatti/status/1973833986180067612) 2025-10-02T19:34Z [---] followers, [--] engagements "The idea that KPMG should have issued a qualified audit opinion on the SVB audit with a going concern warning is patently absurd. It would have triggered immediate collapse at a time when the bank was not in fact insolvent. Which begs the question what exactly was KPMG supposed to have done differently" [X Link](https://x.com/KrisBennatti/status/1975238126064050638) 2025-10-06T16:34Z [---] followers, [---] engagements "Highlights from New York last week: [--]. The Generative AI in Investment Management Conference at Columbia hosted by @valuehedgehog. I spoke on a panel with other AI founders. Big takeaways: - AI is an equalizer helping small funds catch up with larger ones. This contradicts the popular belief that AI benefits accrue to those with the largest budgets. - AI makes great investing processes better and bad ones worse likely widening gaps in performance (per Pete Petersen of Causeway Capital). - AI can be used to get to what matters faster (good) or to outsource critical thinking (bad). [--]. The" [X Link](https://x.com/KrisBennatti/status/1975590173833412608) 2025-10-07T15:52Z [---] followers, [----] engagements "Ever wish you could predict which companies Hindenburg will target $SMCI $ARRW" [X Link](https://x.com/KrisBennatti/status/1829188883172732944) 2024-08-29T16:06Z [---] followers, [----] engagements ""Deferred revenue decreased by $45079 driven by customer decisions to make early payments in return for early cash incentive programs." American Vanguard $AVD This sounds like channel stuffing no" [X Link](https://x.com/KrisBennatti/status/1844107476658172132) 2024-10-09T20:07Z [---] followers, [---] engagements "New screen now available on @HudsonLabs $QUBT $LUMN $EOSE" [X Link](https://x.com/KrisBennatti/status/1863965771145105499) 2024-12-03T15:17Z [---] followers, [----] engagements "Companies with significant exposure to Walmart $WMT 👇 Somewhat outdated now but shouldn't have changed too much" [X Link](https://x.com/KrisBennatti/status/1892953241278623970) 2025-02-21T15:03Z [---] followers, [---] engagements ""If Elon Musk were involved in an drawn out scandal would it be called elongate" Milton Jones on Mock the Week" [X Link](https://x.com/KrisBennatti/status/1894112185040679383) 2025-02-24T19:48Z [---] followers, [---] engagements "Surely the DOGE lease terminations are bad for someone. What am I missing $OPI $DEA $CDP" [X Link](https://x.com/KrisBennatti/status/1894478312270856463) 2025-02-25T20:03Z [---] followers, [----] engagements "I love this query - find guidance that never materialized $NUTX" [X Link](https://x.com/KrisBennatti/status/1976284050391433570) 2025-10-09T13:50Z [---] followers, [----] engagements "Remember when Carvana used to add back the "CEO Milestone Gift" to EBITDA. Good times $CVNA Co-Analyst non-GAAP adjustment consistency query 👇" [X Link](https://x.com/KrisBennatti/status/1976730845865295952) 2025-10-10T19:25Z [---] followers, [---] engagements "Klarna prospectus (F-1) red flag summary table $KLAR 👇" [X Link](https://x.com/KrisBennatti/status/1983608375289294921) 2025-10-29T18:54Z [---] followers, [----] engagements "We added new custom alert triggers through automations today. My test was maybe a bit too comprehensive" [X Link](https://x.com/KrisBennatti/status/1986894721650725184) 2025-11-07T20:33Z [---] followers, [---] engagements "Bloom Energy's evolution of customer concentration & related party revenue $BE" [X Link](https://x.com/KrisBennatti/status/1991637955610317251) 2025-11-20T22:41Z [---] followers, 33.4K engagements "History of Amazon changes to server (and other asset) useful life estimates $AMZN" [X Link](https://x.com/KrisBennatti/status/1991920009929699764) 2025-11-21T17:21Z [---] followers, [---] engagements "@HudsonLabs Alphabet server and networking equipment useful life change history $GOOG" [X Link](https://x.com/KrisBennatti/status/1991925880206360785) 2025-11-21T17:45Z [---] followers, [---] engagements "Full Co-Analyst query and output for $BE customer concentration and related party risk here - https://platform.hudson-labs.com/coanalyst/share/DAuLeCr9G8MIjh6i https://platform.hudson-labs.com/coanalyst/share/DAuLeCr9G8MIjh6i" [X Link](https://x.com/KrisBennatti/status/1993409875859435614) 2025-11-25T20:02Z [---] followers, [---] engagements "Store brand bread market share over time - Flowers Foods $FLO" [X Link](https://x.com/KrisBennatti/status/1993426535760482812) 2025-11-25T21:08Z [---] followers, [----] engagements "Nutanix comments on revenue deferral from the earnings call on Nov 25th $NTNX" [X Link](https://x.com/KrisBennatti/status/1994085760052384109) 2025-11-27T16:47Z [---] followers, [----] engagements "Nutex Health $NUTX" [X Link](https://x.com/KrisBennatti/status/1995498531243888924) 2025-12-01T14:21Z [---] followers, [---] engagements "@HudsonLabs Nutex Health succinct red flag summary $NUTX" [X Link](https://x.com/KrisBennatti/status/1995502476485927052) 2025-12-01T14:37Z [---] followers, [---] engagements "Even better management deflection query $COO https://platform.hudson-labs.com/coanalyst/share/mVqBUWm-18j8v2Fq https://platform.hudson-labs.com/coanalyst/share/mVqBUWm-18j8v2Fq" [X Link](https://x.com/KrisBennatti/status/1995676111255339469) 2025-12-02T02:07Z [---] followers, [---] engagements "U.S. government usage of Salesforce AI $CRM I'm not sure how I feel about the IRS becoming more efficient" [X Link](https://x.com/KrisBennatti/status/1996685190400561345) 2025-12-04T20:57Z [---] followers, [----] engagements "Someone explain tax receivable agreements to me $CVNA" [X Link](https://x.com/KrisBennatti/status/1998486514716528732) 2025-12-09T20:14Z [---] followers, [----] engagements "Risk assessment deep dive on Bloom Energy $BE ➡ https://platform.hudson-labs.com/coanalyst/share/WHzRhSL8CSWiy5Eh https://platform.hudson-labs.com/coanalyst/share/WHzRhSL8CSWiy5Eh" [X Link](https://x.com/KrisBennatti/status/1999595798271541391) 2025-12-12T21:42Z [---] followers, [---] engagements "Its easy to see the efficiency gains hererather than locating a specific sentence in [--] different press releases and manually compiling a table I can pull all of these data points in a few seconds. .@BuysideAIreview an independent reviewer describes the Co-Analyst as an AI solution worth trying for public equity investors. He notes that a tool like Hudson Labs can clearly provide efficiency gains". ➡ HLs main value proposition is handling high-precision finance .@BuysideAIreview an independent reviewer describes the Co-Analyst as an AI solution worth trying for public equity investors. He" [X Link](https://x.com/KrisBennatti/status/2008237621559063001) 2026-01-05T18:02Z [---] followers, [---] engagements "Applied Digital 10-Q risk review vs prior periods: Margins customer concentration trends leverage and dilution $APLD 10-Q red flag summary: Leverage: Debt load has exploded with $2.35B in new senior secured notes at high interest rates raising refinancing and interest coverage risk. Dilution: Massive equity and preferred issuances with frequent amendments to Series G terms have diluted common shareholders. Customer concentration: Still extreme with [--] customers accounting for nearly all revenue. Complexity: JV structure (TopCo 2) introduces noncontrolling interest embedded derivatives and" [X Link](https://x.com/KrisBennatti/status/2009400662820344257) 2026-01-08T23:03Z [---] followers, [--] engagements "The % of Oracle RPO expected to be recognized more than [--] years into the future has increased dramatically As of Q3'25 65% of Oracle RPO was expected to be recognized more than [--] years from now compared to 16% in [----] $ORCL" [X Link](https://x.com/KrisBennatti/status/2010406056535498913) 2026-01-11T17:38Z [---] followers, [---] engagements "Consensus estimates NOW LIVE in the Co-Analyst Update your custom earnings alerts ahead of busy season Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported https://t.co/Yj5XDHNodr Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures" [X Link](https://x.com/anyuser/status/2015866094389490001) 2026-01-26T19:15Z [---] followers, [---] engagements "I got so excited about consensus estimates I sprained my ankle Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported https://t.co/Yj5XDHNodr Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings" [X Link](https://x.com/anyuser/status/2015867224112709846) 2026-01-26T19:19Z [---] followers, [---] engagements "Find companies with bizarre or aggressive quotes in earnings calls 👇 This feature is amazing "We are a value trap." "That guy is obviously an idiot."; "most bonehead headline that I've probably received from an analyst in my career." $TSLA $CPT $PLTR $PBF $RYAAY $AG" [X Link](https://x.com/anyuser/status/2016570745430684138) 2026-01-28T17:55Z [---] followers, [----] engagements "@marceloclaure This is exactly why we discourage taking vacation and/or sleeping at @BedrockAI Every time someone posts something work related on slack after 1am their salary increases by 5%" [X Link](https://x.com/KrisBennatti/status/1515009306759946246) 2022-04-15T16:49Z [---] followers, [--] engagements "Sun Communities lost all of my goodwill when they stopped heating ma's pool Where's the impairment charge for that" [X Link](https://x.com/KrisBennatti/status/1787481113255899415) 2024-05-06T13:54Z [---] followers, [----] engagements ""High auditor turnover correlates with other financial reporting red flags Hudson Labs CEO Kris Bennatti said. Take electric vehicle company Ideanomics Inc. which was previously an artificial intelligence startup a fintech." @nicola_m_white https://news.bloombergtax.com/financial-accounting/auditor-hopping-is-rare-but-13-small-companies-defy-the-trend https://news.bloombergtax.com/financial-accounting/auditor-hopping-is-rare-but-13-small-companies-defy-the-trend" [X Link](https://x.com/KrisBennatti/status/1834590353069912445) 2024-09-13T13:49Z [---] followers, [----] engagements "Looking forward to the geriatric footloose remake inspired by this Sun Communities email to my mom's park. #MiltonFlorida $SUI" [X Link](https://x.com/KrisBennatti/status/1844081581616677079) 2024-10-09T18:24Z [---] followers, [---] engagements "Big day for @HudsonLabs.first time we've been mentioned in securities litigation $SMCI" [X Link](https://x.com/KrisBennatti/status/1851688483351371922) 2024-10-30T18:11Z [---] followers, [----] engagements ""Flywire Corporation $FLYW cited Canadas student visa caps and India-Canada tensions as reasons for its $30M revenue shortfall with Canadian revenue down 35%. (Q424: Feb 25)"" [X Link](https://x.com/KrisBennatti/status/1902455645648863743) 2025-03-19T20:22Z [---] followers, [---] engagements "Fluence Energy evolution of customer concentration and related party transactions $FLNC" [X Link](https://x.com/KrisBennatti/status/1993456114458148900) 2025-11-25T23:05Z [---] followers, [----] engagements "Fluence Energy $FLNC evolution of supply chain financing" [X Link](https://x.com/KrisBennatti/status/1994067680597328283) 2025-11-27T15:35Z [---] followers, [---] engagements "This is a great query - find instances where management deflected a question $COO" [X Link](https://x.com/KrisBennatti/status/1995546465666494709) 2025-12-01T17:32Z [---] followers, [---] engagements "Hot take: Overcommitting to Salesforce is a bearish signal. Running your org through Slack is a bullish one. $CRM $GM $WSM" [X Link](https://x.com/KrisBennatti/status/1996688923003597032) 2025-12-04T21:11Z [---] followers, [---] engagements "Detailed sentiment and tone review $GE 👇 Including assessment of deflection & obfuscation Tone review of the General Electric $GE earnings call: https://t.co/TvxOnnQlu6 Tone review of the General Electric $GE earnings call: https://t.co/TvxOnnQlu6" [X Link](https://x.com/KrisBennatti/status/2014347098263523452) 2026-01-22T14:39Z [---] followers, [---] engagements "Qualcomm $QCOM compensation redline 👇 Comparison of today's proxy statement to prior year" [X Link](https://x.com/KrisBennatti/status/2014473876978147414) 2026-01-22T23:02Z [---] followers, [----] engagements "The @HudsonLabs Co-Analyst now has consensus estimates Actuals vs consensus with commentary on why beat/missed over time for Costco $COST 👇" [X Link](https://x.com/anyuser/status/2014757084496036004) 2026-01-23T17:48Z [---] followers, [---] engagements "Analog Devices compensation redline $ADI 👇 Jan [--] '26 proxy vs prior year Full source reference: https://platform.hudson-labs.com/coanalyst/share/SK9dAodr32apithC https://platform.hudson-labs.com/coanalyst/share/SK9dAodr32apithC" [X Link](https://x.com/anyuser/status/2014824393512284357) 2026-01-23T22:15Z [---] followers, [---] engagements "Microsoft OpenAI accounting & income statement impact $MSFT 👇 Set up custom accounting policy change & risk alerts using @HudsonLabs automations $MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst and asked "q/q changes in OpenAI Investment and Accounting Treatment" - break-down below https://t.co/1U5x2T64uz $MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst" [X Link](https://x.com/anyuser/status/2016940017239691597) 2026-01-29T18:22Z [---] followers, [---] engagements "Email alert for changes in server useful life language at Alphabet $GOOG $GOOGL 👇 @michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://t.co/S0Ce51HH2P https://t.co/5vG34d3Mdv @michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://t.co/S0Ce51HH2P https://t.co/5vG34d3Mdv" [X Link](https://x.com/anyuser/status/2019440845506646318) 2026-02-05T15:59Z [---] followers, [---] engagements "Is AI killing software Software companies don't think so. $NOW $PLTR $CTSH Source: Software earnings recap https://platform.hudson-labs.com/screener/share/Mjz3vUBsfMsWURg4BGtCGouedzgwfq5ki=952 https://platform.hudson-labs.com/screener/share/Mjz3vUBsfMsWURg4BGtCGouedzgwfq5ki=952" [X Link](https://x.com/anyuser/status/2019491904270839941) 2026-02-05T19:22Z [---] followers, [----] engagements "This feature is pretty cool -- I highlight a Boeing $BA production related sentence in the $TDG earnings and get all the confirmatory or contradictory Boeing production statements in other calls ( $SPR $CRS $RBC $HXL etc)" [X Link](https://x.com/anyuser/status/2022062994054959140) 2026-02-12T21:39Z [---] followers, [---] engagements "Most AI fails in finance ❌ Hallucinations. Missed guidance. Inaccurate numbers. Today we launch The Co-Analyst high-precision AI for institutional investors. Used by funds managing $1T+ AUM. Only the facts. Direct-from-source. Every time" [X Link](https://x.com/anyuser/status/1965407865927356813) 2025-09-09T13:32Z [---] followers, 184.3K engagements "Live tomorrow: Peer comp lists by Hudson Labs $EOSE" [X Link](https://x.com/anyuser/status/2022071647310950855) 2026-02-12T22:13Z [----] followers, [---] engagements "This feature is pretty cool -- I highlight a Boeing $BA production related sentence in the $TDG earnings and get all the confirmatory or contradictory Boeing production statements in other calls ( $SPR $CRS $RBC $HXL etc)" [X Link](https://x.com/anyuser/status/2022062994054959140) 2026-02-12T21:39Z [---] followers, [---] engagements "Power companies most exposed to data center build out $ARR $XEL $D $PPL $ETR $BKH $DTE $CMS $ENB $PRW $DNOW $KNTW $AES $BEP $BIP Full query with sources: https://platform.hudson-labs.com/screener/share/OMiy2NsJlGjDhZ7WrB6yXfYakQXQua5bi=1211 https://platform.hudson-labs.com/screener/share/OMiy2NsJlGjDhZ7WrB6yXfYakQXQua5bi=1211" [X Link](https://x.com/anyuser/status/2020935147667996910) 2026-02-09T18:57Z [----] followers, [----] engagements "Here is the confirmed list of companies doing Superbowl commercials: $WING $LEVI $ELF $SIRI $COLM $NVO $DLB $UAA $CCK . as per last quarters earnings transcripts. My favourite quote from $NVO: "We have gone really all in and here's the Super Bowl ad."" [X Link](https://x.com/anyuser/status/2020565990891798717) 2026-02-08T18:30Z [----] followers, [----] engagements "Is AI killing software Software companies don't think so. $NOW $PLTR $CTSH Source: Software earnings recap https://platform.hudson-labs.com/screener/share/Mjz3vUBsfMsWURg4BGtCGouedzgwfq5ki=952 https://platform.hudson-labs.com/screener/share/Mjz3vUBsfMsWURg4BGtCGouedzgwfq5ki=952" [X Link](https://x.com/anyuser/status/2019491904270839941) 2026-02-05T19:22Z [---] followers, [----] engagements "Email alert for changes in server useful life language at Alphabet $GOOG $GOOGL 👇 @michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://t.co/S0Ce51HH2P https://t.co/5vG34d3Mdv @michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://t.co/S0Ce51HH2P https://t.co/5vG34d3Mdv" [X Link](https://x.com/anyuser/status/2019440845506646318) 2026-02-05T15:59Z [---] followers, [---] engagements "@michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://platform.hudson-labs.com/coanalyst/share/Xrvs2LFZ1Lhms-co https://platform.hudson-labs.com/coanalyst/share/Xrvs2LFZ1Lhms-co" [X Link](https://x.com/anyuser/status/2019439553497436570) 2026-02-05T15:54Z [----] followers, [----] engagements "Sanofi Immunology Trial Phase Updates $SNY Full query: https://platform.hudson-labs.com/coanalyst/share/7Xeamsb7KgkzNnmY https://platform.hudson-labs.com/coanalyst/share/7Xeamsb7KgkzNnmY" [X Link](https://x.com/anyuser/status/2016956897459380396) 2026-01-29T19:29Z [----] followers, [---] engagements "Microsoft OpenAI accounting & income statement impact $MSFT 👇 Set up custom accounting policy change & risk alerts using @HudsonLabs automations $MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst and asked "q/q changes in OpenAI Investment and Accounting Treatment" - break-down below https://t.co/1U5x2T64uz $MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst" [X Link](https://x.com/anyuser/status/2016940017239691597) 2026-01-29T18:22Z [---] followers, [---] engagements "$MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst and asked "q/q changes in OpenAI Investment and Accounting Treatment" - break-down below" [X Link](https://x.com/anyuser/status/2016644989644583226) 2026-01-28T22:50Z [----] followers, 10.8K engagements "Below is a comprehensive list of the sectors/industries most impacted by the last government shutdown with a list of companies that specifically stated they were impacted on their last quarter earnings call. This is Hudson Labs Market Intelligence tool launching next week book a demo @ if you want to trial beta http://www.hudson-labs.com http://www.hudson-labs.com" [X Link](https://x.com/anyuser/status/2016641879140454906) 2026-01-28T22:37Z [----] followers, [---] engagements "Find companies with bizarre or aggressive quotes in earnings calls 👇 This feature is amazing "We are a value trap." "That guy is obviously an idiot."; "most bonehead headline that I've probably received from an analyst in my career." $TSLA $CPT $PLTR $PBF $RYAAY $AG" [X Link](https://x.com/anyuser/status/2016570745430684138) 2026-01-28T17:55Z [---] followers, [----] engagements "Compensation redline for the Starbucks proxy $SBUX" [X Link](https://x.com/anyuser/status/2016281928089981231) 2026-01-27T22:47Z [---] followers, [---] engagements "Source reference: https://platform.hudson-labs.com/coanalyst/share/KdvtCaBKUg2c1GB0 https://platform.hudson-labs.com/coanalyst/share/KdvtCaBKUg2c1GB0" [X Link](https://x.com/anyuser/status/2016281982687199499) 2026-01-27T22:47Z [---] followers, [---] engagements "Happy Pai Day Not to be confused with Pi Day or Pie Day Happy birthday to our brilliant co-founder and CTO @piesauce" [X Link](https://x.com/anyuser/status/2016271580494492021) 2026-01-27T22:06Z [---] followers, [---] engagements "I got so excited about consensus estimates I sprained my ankle Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported https://t.co/Yj5XDHNodr Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings" [X Link](https://x.com/anyuser/status/2015867224112709846) 2026-01-26T19:19Z [---] followers, [---] engagements "Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported results forward guidance and Street expectations in a single workflow. A few real-world use cases include: ➡ Assess earnings predictability by analyzing historical results versus consensus. ➡ Evaluate forward guidance and management commentary to isolate key performance drivers and risks ➡ Compare actual results with consensus" [X Link](https://x.com/anyuser/status/2015858104424894800) 2026-01-26T18:43Z [----] followers, 19.3K engagements "Consensus estimates NOW LIVE in the Co-Analyst Update your custom earnings alerts ahead of busy season Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported https://t.co/Yj5XDHNodr Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures" [X Link](https://x.com/anyuser/status/2015866094389490001) 2026-01-26T19:15Z [---] followers, [---] engagements "Yup he sounds stressed" [X Link](https://x.com/anyuser/status/2015094876925198752) 2026-01-24T16:10Z [---] followers, [---] engagements "$MU delta between forward guidance and consensus is large Full query with sources: https://platform.hudson-labs.com/coanalyst/share/iljurNtwiI3SISe6 https://platform.hudson-labs.com/coanalyst/share/iljurNtwiI3SISe6" [X Link](https://x.com/anyuser/status/2014787318226329980) 2026-01-23T19:48Z [----] followers, [----] engagements "Analog Devices compensation redline $ADI 👇 Jan [--] '26 proxy vs prior year Full source reference: https://platform.hudson-labs.com/coanalyst/share/SK9dAodr32apithC https://platform.hudson-labs.com/coanalyst/share/SK9dAodr32apithC" [X Link](https://x.com/anyuser/status/2014824393512284357) 2026-01-23T22:15Z [---] followers, [---] engagements "The @HudsonLabs Co-Analyst now has consensus estimates Actuals vs consensus with commentary on why beat/missed over time for Costco $COST 👇" [X Link](https://x.com/anyuser/status/2014757084496036004) 2026-01-23T17:48Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@KrisBennatti Kris
Kris posts on X about ai, investment, in the, $smci the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] -57%
- [--] Month [-----] +774%
- [--] Months [------] +700%
- [--] Year [------] +121%
Mentions: [--] #
- [--] Months [--] -8.30%
- [--] Year [--] +24%
Followers: [---] #
- [--] Week [---] +0.11%
- [--] Month [---] -0.46%
- [--] Months [---] +9.80%
- [--] Year [---] +33%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies automotive brands travel destinations social networks vc firms celebrities
Social topic influence ai, investment, in the, $smci, $pltr #841, seamlessly, model, accounting, $be, red
Top accounts mentioned or mentioned by @hudsonlabs @piesauce @michaeljburry @wsj @bedrockai @melissaleecnbc @guyadami @karenfinerman @fundamentedge @adrianh @awlpodcast1 @charlesbonnerjr @calvinfroedge @stockjabber @spartancanada @aliasaria @alyfsomani @kerrisdalecap @sinisleong @blueorcainvest
Top assets mentioned Super Micro Computer, Inc. Common Stock (SMCI) Palantir Technologies Inc. (PLTR) Bloom Energy Corporation (BE) Boeing Co (BA) Alphabet Inc Class A (GOOGL) GM (GM) Microsoft Corp. (MSFT) Sui (SUI) Uber Technologies, Inc. (UBER) Intuitive Surgical, Inc. (ISRG) Quantum Computing Inc. (QUBT) Eos Energy Enterprises, Inc. (EOSE) Carvana Co. (CVNA) Cooper Companies, Inc. (COO) Salesforce Inc (CRM) PBF ENERGY INC. (PBF) FIRST MAJESTIC SILVER CORP (AG) Tesla, Inc. (TSLA) Camden Property Trust (CPT) Fluence Energy, Inc. (FLNC) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Analog Devices, Inc. (ADI) Now Coin (NOW) Cognizant Technology Solutions Corp (CTSH) TransDigm Group, Inc. (TDG) Spirit Aerosystems Holdings, Inc. (SPR) Carpenter Technology Corp (CRS) Rubic (RBC) Hexcel Corporation (HXL) Moderna Inc (MRNA) DENTSPLY SIRONA Inc (XRAY) Activision Blizzard, Inc. (ATVI) Enovix Corporation Common Stock (ENVX) Southwest Airlines Co (LUV) American Airlines Group Inc (AAL) Ziff Davis, Inc. Common Stock (ZD) Optimism (OP) NVIDIA Corp. (NVDA) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI) QuantumCore (QBS)
Top Social Posts
Top posts by engagements in the last [--] hours
"The new Moderna $MRNA CFO was allegedly involved in a channel stuffing scheme () to meet exec comp targets when he was at $XRAY He's been on the job at Moderna for just [--] month and will walk away with $700K. BREAKING - The new Moderna $MRNA CFO is leaving effective immediately Jorge Gomez' departure is due to disclosure by his former employer Dentsply Siron $XRAY "of an ongoing internal investigation into certain matters including financial reporting." Uh oh BREAKING - The new Moderna $MRNA CFO is leaving effective immediately Jorge Gomez' departure is due to disclosure by his former employer"
X Link 2022-05-11T12:58Z [---] followers, [--] engagements
"$ATVI Activision Blizzard Inc. reported paying Bobby Kotick $826549 after he requested that his salary be reduced and passed up bonuses and equity grants amid turmoil and government investigations of workplace issues at the videogame company. Good on him CEO pay today: Half made more than $14.7 million in [----]. Nine got pay packages of $50+ million sometimes much more. See who made the most the least posted the best and worst performance with details on more than [---] S&P [---] companies. https://t.co/4ujnkjUgtg on @WSJ https://t.co/M826vJzyUM CEO pay today: Half made more than $14.7 million in"
X Link 2022-05-15T13:43Z [---] followers, [--] engagements
"@Adrian_H 💯 Also a good sign when the CTO the GM and an audit committee member resigns. $ENVX"
X Link 2023-06-29T20:59Z [---] followers, [----] engagements
"Are you a tax accountant looking to provide random and unreliable advice to your clients Sign up here"
X Link 2023-09-13T20:44Z [--] followers, [---] engagements
""Less than two dozen SPACs have gone public so far this year compared to more than [---] in [----] the market peak. The deflation of the SPAC bubble puts less market pressure on auditors but not from regulators dealing with the fallout from the boom.""
X Link 2023-09-29T16:52Z [---] followers, [--] engagements
"Glad to see the @BedrockAI employee management handbook is finally gaining traction Oh fuck off. "We will send emails and texts during off hours to see how the candidate responds or doesn't respond and match accordingly" said a recruiter. https://t.co/EboXTkcWWM Oh fuck off. "We will send emails and texts during off hours to see how the candidate responds or doesn't respond and match accordingly" said a recruiter. https://t.co/EboXTkcWWM"
X Link 2023-10-20T17:37Z [---] followers, [---] engagements
"So happy to finally get recognized for my magnificence in 'directing agendas'"
X Link 2023-11-20T18:17Z [---] followers, [---] engagements
"Co-founders looking jolly @piesauce"
X Link 2023-12-07T15:52Z [---] followers, [---] engagements
"We're delighted to announce our new brand and name. Thank you to everyone who worked overtime to make this happen"
X Link 2023-12-07T17:04Z [---] followers, [----] engagements
"When @piesauce and I founded the company in [----] we had no funding and no real evidence that our research project would work. So proud of the company we've built and the advances in finance-specific language modelling brought to market since then"
X Link 2023-12-07T17:37Z [---] followers, [---] engagements
"@awlpodcast1 Please"
X Link 2024-01-16T21:04Z [---] followers, [--] engagements
"Looking back at Boeing's recent history and going with "absolute confidence" strikes me as a tad foolhardy $BA $LUV Commentary on Boeing ranged from supportive to harsh: $LUV (completely reliant on Boeing): "I have absolute confidence that they will work their way through this and address the issues." $AAL (least reliant): "We're going to hold them accountable. Boeing needs to get their act Commentary on Boeing ranged from supportive to harsh: $LUV (completely reliant on Boeing): "I have absolute confidence that they will work their way through this and address the issues." $AAL (least"
X Link 2024-01-30T20:33Z [---] followers, [---] engagements
"@charlesbonnerjr @calvinfroedge I'm now being told that I did Buenos Aires wrong. Almost certainly true - I was [--] years and working a job I found on Craigslist"
X Link 2024-02-07T03:13Z [---] followers, [--] engagements
"The non-accelerated 10-K filing deadline was earlier this week prompting another flood of non-timely forms. Fun fact Trump's $DJT is one of the companies with the most non-timely filings in the last five years. Explore more on the @HudsonLabs platform coming soon"
X Link 2024-04-04T18:00Z [---] followers, [---] engagements
"@HudsonLabs @StockJabber This feature is one of my all-time favourites"
X Link 2024-04-04T18:01Z [---] followers, [---] engagements
"I had the pleasure of participating on a panel on AI with the PCAOB board and Investor Advisory Group today. Themes: * AI = chatbot. It is a diverse field * AI is an important & valuable for improving the fairness and efficiency of capital markets"
X Link 2024-04-24T20:56Z [---] followers, [---] engagements
"@SpartanCanada Hey folks where's the course map for the Toronto Super this weekend I'm not seeing it. Still to come"
X Link 2024-05-06T22:56Z [---] followers, [--] engagements
"@aliasaria The hunger to solve problems is not the same as dissatisfaction. These are not two extremes that need to be balanced - suffering and joy are inextricably linked. Doing hard things and solving tough problems is the most reliable source of contentment"
X Link 2024-06-04T13:10Z [---] followers, [--] engagements
"Suhas has been giving a series of technical talks on agentic AI which have been hugely popular in the AI researcher/practitioner community. @HudsonLabs is hosting a less technical version designed for finance-focused VCs in our network - June 13th 4pm est/1pm pst"
X Link 2024-06-04T15:52Z [---] followers, [----] engagements
"MiMedx execs - where are they now"
X Link 2024-06-14T19:19Z [---] followers, [----] engagements
"Well that escalated quickly. One moment you're searching for a sublet in NYC and then boom death"
X Link 2024-07-26T18:56Z [---] followers, [---] engagements
"Great to see Hudson Labs in the Wall Street Journal once again. Great piece Mark Maurer. Thanks to our own @alyfsomani for driving this analysis Hudson Labs unique datasets highlighted once again in the @WSJ today. "Nearly [---] U.S.-listed companies cited insufficient accounting personnel for a material weakness during a 12-month period through June up 1% over an average of the previous three years according to Hudson Hudson Labs unique datasets highlighted once again in the @WSJ today. "Nearly [---] U.S.-listed companies cited insufficient accounting personnel for a material weakness during a"
X Link 2024-08-02T16:55Z [---] followers, [---] engagements
"According to Alphabet's 10-K they "face formidable competition " in every aspect of their business. If everything is securities fraud. $GOOGL"
X Link 2024-08-09T16:30Z [---] followers, [---] engagements
"@KerrisdaleCap Rated as high risk by Hudson Labs models. Fun fact: more AI mentions in [----] than any other telecom"
X Link 2024-08-28T22:05Z [---] followers, [----] engagements
"SEC comments on Enovix revenue reporting 👇 Look out for more detailed disclosure including geographic breakdown in the Dec 10-K $ENVX"
X Link 2024-09-12T16:10Z [---] followers, [----] engagements
"Enovix's responses with current geographic revenue breakdown here - https://www.sec.gov/Archives/edgar/data/1828318/000182831824000165/filename1.htm https://www.sec.gov/Archives/edgar/data/1828318/000182831824000165/filename1.htm"
X Link 2024-09-12T16:10Z [---] followers, [---] engagements
"Did you know that Workday Ziff Davis and HP never mentioned artificial intelligence during earnings calls in [----] [----] YTD all three companies are in the 90th percentile of AI mentions. $WDAY $ZD $HPQ List of companies with biggest changes 👇"
X Link 2024-09-18T16:25Z [---] followers, [----] engagements
"@SinisLeong I heard only optimism and enthusiasm ;)"
X Link 2024-09-25T23:01Z [---] followers, [---] engagements
"Good time to revisit this tweet $SUI Agreed that unwillingness to book timely impairments in the past doesn't bode well for timely impairments in the future cc @blueorcainvest Sun Communities lost all of my goodwill when they stopped heating ma's pool Where's the impairment charge for that https://t.co/qx96KMma4P Sun Communities lost all of my goodwill when they stopped heating ma's pool Where's the impairment charge for that https://t.co/qx96KMma4P"
X Link 2024-09-25T23:14Z [---] followers, [---] engagements
"Speaking of impairment.this list is pretty interesting"
X Link 2024-09-27T00:37Z [---] followers, [----] engagements
"This isn't normal. Disclosure on the inherent limitations of controls uses the wording "may not prevent or detect" or similar. Saying that you don't expect your internal controls to prevent error and fraud is decidedly abnormal. Also many companies only put this disclosure in their 10-K. $NVDA In its most recent earnings report Nvidia included a new and rather suspicious disclosure: https://t.co/UbpWg04Esh In its most recent earnings report Nvidia included a new and rather suspicious disclosure: https://t.co/UbpWg04Esh"
X Link 2024-10-31T21:10Z [---] followers, [----] engagements
"Mea culpa Getting fact checked by my team. This isn't nearly as weird as I believed. Same language used by Intuitive Surgical Arista Uber and others"
X Link 2024-11-01T14:38Z [---] followers, [---] engagements
"Mea culpa Getting fact checked by my team. This isn't nearly as weird as I believed. Same language used by Intuitive Surgical Arista Uber and others This isn't normal. Disclosure on the inherent limitations of controls uses the wording "may not prevent or detect" or similar. Saying that you don't expect your internal controls to prevent error and fraud is decidedly abnormal. Also many companies only put this disclosure This isn't normal. Disclosure on the inherent limitations of controls uses the wording "may not prevent or detect" or similar. Saying that you don't expect your"
X Link 2024-11-01T15:01Z [---] followers, [---] engagements
"This was so fun Thank you for having me @MelissaLeeCNBC @GuyAdami @karenfinerman Financial AI platform @HudsonLabs first flagged risks at $SMCI in [----] and again in January [----]. CEO @KrisBennatti discusses how the software detects risks and what it found out about the company. https://t.co/ToZ21OVIWH Financial AI platform @HudsonLabs first flagged risks at $SMCI in [----] and again in January [----]. CEO @KrisBennatti discusses how the software detects risks and what it found out about the company. https://t.co/ToZ21OVIWH"
X Link 2024-11-08T18:03Z [---] followers, [----] engagements
"@SemiCynic @MelissaLeeCNBC @GuyAdami @karenfinerman Yes size & maturity significantly interact with the relevance of most risk categories. BUT at any size the concentration of risk at SMCI was abnormal. Normal microcap related party would be founder loans transactions with investors putting your dad on the board"
X Link 2024-11-08T18:39Z [---] followers, [--] engagements
"Join us at 4:30 ET to find out why ChatGPT "can beat 90% of lawyers trying to pass the bar" but still hasn't taken your job. Register here - https://zoom.us/webinar/register/WN_0AsWo5ymTMi8NFKBKl1bnQ#/registration Cutting Edge Episode 5: Kris Bennatti Hudson Labs I am pumped for the next episode of Cutting Edge where we are exploring the intersection of fundamental investing & AI via conversations with leading builders in the space. I will be hosting Kris Bennatti from Hudson Labs for https://t.co/sP63WkIkSa https://zoom.us/webinar/register/WN_0AsWo5ymTMi8NFKBKl1bnQ#/registration Cutting Edge"
X Link 2024-12-19T14:54Z [---] followers, [---] engagements
"Vinco Ventures $BBIG was one of the most fun public companies of all time. There was so much boardroom infighting that they once elected a random man who walked into the courtroom as CEO. This SEC enforcement press release provides some nice colour on what was happening behind the scenes"
X Link 2025-01-06T19:59Z [---] followers, [----] engagements
"Quantum computing companies are really hot.or maybe not Great read from our own @juliabxu $QUBT $QBTS $RGTI $IONQ https://www.hudson-labs.com/post/field-notes-on-four-quantum-computing-companies https://www.hudson-labs.com/post/field-notes-on-four-quantum-computing-companies"
X Link 2025-01-07T22:33Z [---] followers, [----] engagements
"Verint $VRNT to provide new info on number of SaaS migrations in upcoming 10-K at the behest of the SEC"
X Link 2025-01-16T19:45Z [---] followers, [---] engagements
"What great AI tools for investing are missing from this list We want them all. We made a list of [--] great AI tools for investment research with notes on their strengths and limitations👇 Know a great tool we missed Comment below and we'll add it to the list. https://t.co/e9BpcZmeQo We made a list of [--] great AI tools for investment research with notes on their strengths and limitations👇 Know a great tool we missed Comment below and we'll add it to the list. https://t.co/e9BpcZmeQo"
X Link 2025-01-17T14:22Z [---] followers, [---] engagements
"@HudsonLabs I don't think Chipotle understands what the term "range" means"
X Link 2025-02-05T15:45Z [---] followers, [--] engagements
"@HudsonLabs $CMG call summary from the Co-Analyst here:"
X Link 2025-02-05T15:46Z [---] followers, [---] engagements
"It was very cool to get to share a stage with SEC Commissioner @HesterPeirce earlier this week (sort of). While sporting a very stylish ortho boot and sling I spoke to the attendees of FinTech Forward about the critical role of AI in promoting fairness in capital markets and reiterated the importance of specialized AI applications. Thank you to the @TorontoRBOT for inviting @HudsonLabs. For me the highlight of the conference was the Commissioner Peirce's panel. As a crypto bear I dont always agree with the Commissioner but her recent speeches are insightful. After working in this space for"
X Link 2025-02-06T17:50Z [---] followers, [---] engagements
"McD's $MCD is down and out about low income consumers but no one else is. $YUM $WEN $CMG"
X Link 2025-02-11T16:02Z [---] followers, [---] engagements
"Most public companies with reliance on government contracts appear to think that DOGE means more money not less Is this a rationale view ex: $LDOS $PLTR $TYL"
X Link 2025-02-26T13:44Z [---] followers, [---] engagements
"Is this a common business practice Genuine q $SMCI"
X Link 2025-02-26T17:08Z [---] followers, [----] engagements
"The existence of the [----] and [----] Convertible notes "may encourage short selling" $SMCI"
X Link 2025-02-26T18:30Z [---] followers, [---] engagements
"Super Micro $SMCI non-timely filing count now rivals MiMedx and FuboTV"
X Link 2025-02-27T15:12Z [---] followers, [---] engagements
"Analyst focus areas in Honeywell's earnings calls - last [--] quarters from Hudson Labs Co-Analyst $HON"
X Link 2025-02-27T22:40Z [---] followers, [---] engagements
"$TLSA vs. $GM: Tesla believes robots will be doing useful things by end of the year. General Motors is optimistic about reducing warranty and repair costs. Same same. Query: "overly promotional statements from management""
X Link 2025-03-07T21:19Z [---] followers, [---] engagements
"Molson & Coca Cola commentary on aluminum from February calls $TAP $KO"
X Link 2025-03-13T15:18Z [---] followers, [---] engagements
"The success of Y Combinator proves this is true at least in private investing. The most successful VCs spend very little time on diligence. No joke I mean this 100% earnestly. The best amount of due diligence is the absolute minimum. . . . The minimum level required to make the correct decision most of the time. No joke I mean this 100% earnestly. The best amount of due diligence is the absolute minimum. . . . The minimum level required to make the correct decision most of the time"
X Link 2025-03-21T20:53Z [---] followers, [---] engagements
"Now live: multi-company multi-period extraction of hard-to-find metrics with commentary query: "rpo": tickers: $ADSK $ZS"
X Link 2025-03-25T23:05Z [---] followers, [---] engagements
"Value investing conference - not the most upbeat conference I've been to"
X Link 2025-03-27T14:26Z [---] followers, [---] engagements
"Chili's vs. Applebee's = very different story query = "comp sales chilis vs applebees" tickers = $EAT $DIN 31.4% is YOY obv not comparable to -4.7%"
X Link 2025-03-28T14:40Z [---] followers, [---] engagements
"Get ready for expensive shoes Tariff impact on $BOOT $SKX $SHOO"
X Link 2025-04-04T13:51Z [---] followers, [---] engagements
"$GM [----] guidance is obviously now irrelevant. "It's important to note that our guidance does not account for the impact of future policy changes by the new administration including tariffs tax reform or other regulation changes." (Jan 28th)"
X Link 2025-04-04T14:14Z [---] followers, [---] engagements
"There was only limited discussion of aluminum/tariffs in previous Constellation earnings calls $STZ"
X Link 2025-04-09T13:14Z [---] followers, [---] engagements
"@piesauce is now assigning reading during stand up: "Read chapter [--] of my textbook then you should be able to figure this out""
X Link 2025-06-27T15:06Z [---] followers, [--] engagements
"Im excited to invite you to Generative AI in Investment Management (GAIIM 2025) held at Columbia University onSept. [--] [----] This is a full-day conference that brings together investors innovators and industry leaders to explore how generative AI is transforming the future of fundamental investing. Attendees benefit from: [--]. Expert Insights That Matter - Hear from leading voices in fundamental investing and fintech as they share real-world applications of generative AI in research portfolio management risk modelling and more. [--]. Hands-On Access to 20+ AI Tools - Explore the demos of over 20"
X Link 2025-08-06T18:26Z [---] followers, [---] engagements
"Join us on Monday night for a webinar on AI & earnings season AI & EARNINGS SEASON To me one of the most compelling frontiers for the deployment of AI in investment research is earnings season. Earnings season is both "report card" time for a thesis of duration and "super bowl" for high velocity investors looking to monetize their https://t.co/XmqG6kITw2 AI & EARNINGS SEASON To me one of the most compelling frontiers for the deployment of AI in investment research is earnings season. Earnings season is both "report card" time for a thesis of duration and "super bowl" for high velocity"
X Link 2025-08-21T17:56Z [---] followers, [---] engagements
"On Monday we co-hosted a webinar on how artificial intelligence is transforming how equity analysts prepare for and navigate earnings season. The session covers how buyside analysts are using AI to accelerate workflows improve triage during high-volume earnings days and integrate large language models (LLMs) into research processes. Featuring Brett Caughran and Andrew Carr of @FundamentEdge and David Plon of Portrait Analytics. With over a decade of hedge fund experience Brett shares how earnings season creates the most work and the most opportunity for analysts and why AI augmentation"
X Link 2025-08-28T20:49Z [---] followers, [---] engagements
"Full video on using AI in earnings season here - https://www.youtube.com/watchv=6SQJCI8s5X0 https://www.youtube.com/watchv=6SQJCI8s5X0"
X Link 2025-08-28T20:50Z [---] followers, [--] engagements
"Big announcement coming tomorrow. Stay tuned"
X Link 2025-09-08T20:41Z [---] followers, [----] engagements
"Most AI fails in finance ❌ Hallucinations. Missed guidance. Inaccurate numbers. Today we launch The Co-Analyst high-precision AI for institutional investors. Used by funds managing $1T+ AUM. Only the facts. Direct-from-source. Every time"
X Link 2025-09-09T13:32Z [---] followers, 184.3K engagements
"The Co-Analyst is taking off. To help us keep up were delighted to have Buddy Wiseman-Barker join @HudsonLabs as our new Head of Institutional Sales. ➡ Equity research at National Bank where he was an associate for a top ranked analyst covering sustainable infrastructure and clean technology ➡ Founding team member at INVRS an investment research fintech startup where he worked across product and growth ➡ A true markets guy deeply passionate about researching stocks especially where it interacts with technology and data Very few people understand both equity research workflows and fintech"
X Link 2025-09-18T15:11Z [---] followers, [---] engagements
"@TravisHoium $BE 🚨🚨"
X Link 2025-10-02T19:34Z [---] followers, [--] engagements
"The idea that KPMG should have issued a qualified audit opinion on the SVB audit with a going concern warning is patently absurd. It would have triggered immediate collapse at a time when the bank was not in fact insolvent. Which begs the question what exactly was KPMG supposed to have done differently"
X Link 2025-10-06T16:34Z [---] followers, [---] engagements
"Highlights from New York last week: [--]. The Generative AI in Investment Management Conference at Columbia hosted by @valuehedgehog. I spoke on a panel with other AI founders. Big takeaways: - AI is an equalizer helping small funds catch up with larger ones. This contradicts the popular belief that AI benefits accrue to those with the largest budgets. - AI makes great investing processes better and bad ones worse likely widening gaps in performance (per Pete Petersen of Causeway Capital). - AI can be used to get to what matters faster (good) or to outsource critical thinking (bad). [--]. The"
X Link 2025-10-07T15:52Z [---] followers, [----] engagements
"Ever wish you could predict which companies Hindenburg will target $SMCI $ARRW"
X Link 2024-08-29T16:06Z [---] followers, [----] engagements
""Deferred revenue decreased by $45079 driven by customer decisions to make early payments in return for early cash incentive programs." American Vanguard $AVD This sounds like channel stuffing no"
X Link 2024-10-09T20:07Z [---] followers, [---] engagements
"New screen now available on @HudsonLabs $QUBT $LUMN $EOSE"
X Link 2024-12-03T15:17Z [---] followers, [----] engagements
"Companies with significant exposure to Walmart $WMT 👇 Somewhat outdated now but shouldn't have changed too much"
X Link 2025-02-21T15:03Z [---] followers, [---] engagements
""If Elon Musk were involved in an drawn out scandal would it be called elongate" Milton Jones on Mock the Week"
X Link 2025-02-24T19:48Z [---] followers, [---] engagements
"Surely the DOGE lease terminations are bad for someone. What am I missing $OPI $DEA $CDP"
X Link 2025-02-25T20:03Z [---] followers, [----] engagements
"I love this query - find guidance that never materialized $NUTX"
X Link 2025-10-09T13:50Z [---] followers, [----] engagements
"Remember when Carvana used to add back the "CEO Milestone Gift" to EBITDA. Good times $CVNA Co-Analyst non-GAAP adjustment consistency query 👇"
X Link 2025-10-10T19:25Z [---] followers, [---] engagements
"Klarna prospectus (F-1) red flag summary table $KLAR 👇"
X Link 2025-10-29T18:54Z [---] followers, [----] engagements
"We added new custom alert triggers through automations today. My test was maybe a bit too comprehensive"
X Link 2025-11-07T20:33Z [---] followers, [---] engagements
"Bloom Energy's evolution of customer concentration & related party revenue $BE"
X Link 2025-11-20T22:41Z [---] followers, 33.4K engagements
"History of Amazon changes to server (and other asset) useful life estimates $AMZN"
X Link 2025-11-21T17:21Z [---] followers, [---] engagements
"@HudsonLabs Alphabet server and networking equipment useful life change history $GOOG"
X Link 2025-11-21T17:45Z [---] followers, [---] engagements
"Full Co-Analyst query and output for $BE customer concentration and related party risk here - https://platform.hudson-labs.com/coanalyst/share/DAuLeCr9G8MIjh6i https://platform.hudson-labs.com/coanalyst/share/DAuLeCr9G8MIjh6i"
X Link 2025-11-25T20:02Z [---] followers, [---] engagements
"Store brand bread market share over time - Flowers Foods $FLO"
X Link 2025-11-25T21:08Z [---] followers, [----] engagements
"Nutanix comments on revenue deferral from the earnings call on Nov 25th $NTNX"
X Link 2025-11-27T16:47Z [---] followers, [----] engagements
"Nutex Health $NUTX"
X Link 2025-12-01T14:21Z [---] followers, [---] engagements
"@HudsonLabs Nutex Health succinct red flag summary $NUTX"
X Link 2025-12-01T14:37Z [---] followers, [---] engagements
"Even better management deflection query $COO https://platform.hudson-labs.com/coanalyst/share/mVqBUWm-18j8v2Fq https://platform.hudson-labs.com/coanalyst/share/mVqBUWm-18j8v2Fq"
X Link 2025-12-02T02:07Z [---] followers, [---] engagements
"U.S. government usage of Salesforce AI $CRM I'm not sure how I feel about the IRS becoming more efficient"
X Link 2025-12-04T20:57Z [---] followers, [----] engagements
"Someone explain tax receivable agreements to me $CVNA"
X Link 2025-12-09T20:14Z [---] followers, [----] engagements
"Risk assessment deep dive on Bloom Energy $BE ➡ https://platform.hudson-labs.com/coanalyst/share/WHzRhSL8CSWiy5Eh https://platform.hudson-labs.com/coanalyst/share/WHzRhSL8CSWiy5Eh"
X Link 2025-12-12T21:42Z [---] followers, [---] engagements
"Its easy to see the efficiency gains hererather than locating a specific sentence in [--] different press releases and manually compiling a table I can pull all of these data points in a few seconds. .@BuysideAIreview an independent reviewer describes the Co-Analyst as an AI solution worth trying for public equity investors. He notes that a tool like Hudson Labs can clearly provide efficiency gains". ➡ HLs main value proposition is handling high-precision finance .@BuysideAIreview an independent reviewer describes the Co-Analyst as an AI solution worth trying for public equity investors. He"
X Link 2026-01-05T18:02Z [---] followers, [---] engagements
"Applied Digital 10-Q risk review vs prior periods: Margins customer concentration trends leverage and dilution $APLD 10-Q red flag summary: Leverage: Debt load has exploded with $2.35B in new senior secured notes at high interest rates raising refinancing and interest coverage risk. Dilution: Massive equity and preferred issuances with frequent amendments to Series G terms have diluted common shareholders. Customer concentration: Still extreme with [--] customers accounting for nearly all revenue. Complexity: JV structure (TopCo 2) introduces noncontrolling interest embedded derivatives and"
X Link 2026-01-08T23:03Z [---] followers, [--] engagements
"The % of Oracle RPO expected to be recognized more than [--] years into the future has increased dramatically As of Q3'25 65% of Oracle RPO was expected to be recognized more than [--] years from now compared to 16% in [----] $ORCL"
X Link 2026-01-11T17:38Z [---] followers, [---] engagements
"Consensus estimates NOW LIVE in the Co-Analyst Update your custom earnings alerts ahead of busy season Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported https://t.co/Yj5XDHNodr Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures"
X Link 2026-01-26T19:15Z [---] followers, [---] engagements
"I got so excited about consensus estimates I sprained my ankle Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported https://t.co/Yj5XDHNodr Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings"
X Link 2026-01-26T19:19Z [---] followers, [---] engagements
"Find companies with bizarre or aggressive quotes in earnings calls 👇 This feature is amazing "We are a value trap." "That guy is obviously an idiot."; "most bonehead headline that I've probably received from an analyst in my career." $TSLA $CPT $PLTR $PBF $RYAAY $AG"
X Link 2026-01-28T17:55Z [---] followers, [----] engagements
"@marceloclaure This is exactly why we discourage taking vacation and/or sleeping at @BedrockAI Every time someone posts something work related on slack after 1am their salary increases by 5%"
X Link 2022-04-15T16:49Z [---] followers, [--] engagements
"Sun Communities lost all of my goodwill when they stopped heating ma's pool Where's the impairment charge for that"
X Link 2024-05-06T13:54Z [---] followers, [----] engagements
""High auditor turnover correlates with other financial reporting red flags Hudson Labs CEO Kris Bennatti said. Take electric vehicle company Ideanomics Inc. which was previously an artificial intelligence startup a fintech." @nicola_m_white https://news.bloombergtax.com/financial-accounting/auditor-hopping-is-rare-but-13-small-companies-defy-the-trend https://news.bloombergtax.com/financial-accounting/auditor-hopping-is-rare-but-13-small-companies-defy-the-trend"
X Link 2024-09-13T13:49Z [---] followers, [----] engagements
"Looking forward to the geriatric footloose remake inspired by this Sun Communities email to my mom's park. #MiltonFlorida $SUI"
X Link 2024-10-09T18:24Z [---] followers, [---] engagements
"Big day for @HudsonLabs.first time we've been mentioned in securities litigation $SMCI"
X Link 2024-10-30T18:11Z [---] followers, [----] engagements
""Flywire Corporation $FLYW cited Canadas student visa caps and India-Canada tensions as reasons for its $30M revenue shortfall with Canadian revenue down 35%. (Q424: Feb 25)""
X Link 2025-03-19T20:22Z [---] followers, [---] engagements
"Fluence Energy evolution of customer concentration and related party transactions $FLNC"
X Link 2025-11-25T23:05Z [---] followers, [----] engagements
"Fluence Energy $FLNC evolution of supply chain financing"
X Link 2025-11-27T15:35Z [---] followers, [---] engagements
"This is a great query - find instances where management deflected a question $COO"
X Link 2025-12-01T17:32Z [---] followers, [---] engagements
"Hot take: Overcommitting to Salesforce is a bearish signal. Running your org through Slack is a bullish one. $CRM $GM $WSM"
X Link 2025-12-04T21:11Z [---] followers, [---] engagements
"Detailed sentiment and tone review $GE 👇 Including assessment of deflection & obfuscation Tone review of the General Electric $GE earnings call: https://t.co/TvxOnnQlu6 Tone review of the General Electric $GE earnings call: https://t.co/TvxOnnQlu6"
X Link 2026-01-22T14:39Z [---] followers, [---] engagements
"Qualcomm $QCOM compensation redline 👇 Comparison of today's proxy statement to prior year"
X Link 2026-01-22T23:02Z [---] followers, [----] engagements
"The @HudsonLabs Co-Analyst now has consensus estimates Actuals vs consensus with commentary on why beat/missed over time for Costco $COST 👇"
X Link 2026-01-23T17:48Z [---] followers, [---] engagements
"Analog Devices compensation redline $ADI 👇 Jan [--] '26 proxy vs prior year Full source reference: https://platform.hudson-labs.com/coanalyst/share/SK9dAodr32apithC https://platform.hudson-labs.com/coanalyst/share/SK9dAodr32apithC"
X Link 2026-01-23T22:15Z [---] followers, [---] engagements
"Microsoft OpenAI accounting & income statement impact $MSFT 👇 Set up custom accounting policy change & risk alerts using @HudsonLabs automations $MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst and asked "q/q changes in OpenAI Investment and Accounting Treatment" - break-down below https://t.co/1U5x2T64uz $MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst"
X Link 2026-01-29T18:22Z [---] followers, [---] engagements
"Email alert for changes in server useful life language at Alphabet $GOOG $GOOGL 👇 @michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://t.co/S0Ce51HH2P https://t.co/5vG34d3Mdv @michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://t.co/S0Ce51HH2P https://t.co/5vG34d3Mdv"
X Link 2026-02-05T15:59Z [---] followers, [---] engagements
"Is AI killing software Software companies don't think so. $NOW $PLTR $CTSH Source: Software earnings recap https://platform.hudson-labs.com/screener/share/Mjz3vUBsfMsWURg4BGtCGouedzgwfq5ki=952 https://platform.hudson-labs.com/screener/share/Mjz3vUBsfMsWURg4BGtCGouedzgwfq5ki=952"
X Link 2026-02-05T19:22Z [---] followers, [----] engagements
"This feature is pretty cool -- I highlight a Boeing $BA production related sentence in the $TDG earnings and get all the confirmatory or contradictory Boeing production statements in other calls ( $SPR $CRS $RBC $HXL etc)"
X Link 2026-02-12T21:39Z [---] followers, [---] engagements
"Most AI fails in finance ❌ Hallucinations. Missed guidance. Inaccurate numbers. Today we launch The Co-Analyst high-precision AI for institutional investors. Used by funds managing $1T+ AUM. Only the facts. Direct-from-source. Every time"
X Link 2025-09-09T13:32Z [---] followers, 184.3K engagements
"Live tomorrow: Peer comp lists by Hudson Labs $EOSE"
X Link 2026-02-12T22:13Z [----] followers, [---] engagements
"This feature is pretty cool -- I highlight a Boeing $BA production related sentence in the $TDG earnings and get all the confirmatory or contradictory Boeing production statements in other calls ( $SPR $CRS $RBC $HXL etc)"
X Link 2026-02-12T21:39Z [---] followers, [---] engagements
"Power companies most exposed to data center build out $ARR $XEL $D $PPL $ETR $BKH $DTE $CMS $ENB $PRW $DNOW $KNTW $AES $BEP $BIP Full query with sources: https://platform.hudson-labs.com/screener/share/OMiy2NsJlGjDhZ7WrB6yXfYakQXQua5bi=1211 https://platform.hudson-labs.com/screener/share/OMiy2NsJlGjDhZ7WrB6yXfYakQXQua5bi=1211"
X Link 2026-02-09T18:57Z [----] followers, [----] engagements
"Here is the confirmed list of companies doing Superbowl commercials: $WING $LEVI $ELF $SIRI $COLM $NVO $DLB $UAA $CCK . as per last quarters earnings transcripts. My favourite quote from $NVO: "We have gone really all in and here's the Super Bowl ad.""
X Link 2026-02-08T18:30Z [----] followers, [----] engagements
"Is AI killing software Software companies don't think so. $NOW $PLTR $CTSH Source: Software earnings recap https://platform.hudson-labs.com/screener/share/Mjz3vUBsfMsWURg4BGtCGouedzgwfq5ki=952 https://platform.hudson-labs.com/screener/share/Mjz3vUBsfMsWURg4BGtCGouedzgwfq5ki=952"
X Link 2026-02-05T19:22Z [---] followers, [----] engagements
"Email alert for changes in server useful life language at Alphabet $GOOG $GOOGL 👇 @michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://t.co/S0Ce51HH2P https://t.co/5vG34d3Mdv @michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://t.co/S0Ce51HH2P https://t.co/5vG34d3Mdv"
X Link 2026-02-05T15:59Z [---] followers, [---] engagements
"@michaeljburry Got emailed about this in the morning from @HudsonLabs Co-Analyst table below Full query with sources: https://platform.hudson-labs.com/coanalyst/share/Xrvs2LFZ1Lhms-co https://platform.hudson-labs.com/coanalyst/share/Xrvs2LFZ1Lhms-co"
X Link 2026-02-05T15:54Z [----] followers, [----] engagements
"Sanofi Immunology Trial Phase Updates $SNY Full query: https://platform.hudson-labs.com/coanalyst/share/7Xeamsb7KgkzNnmY https://platform.hudson-labs.com/coanalyst/share/7Xeamsb7KgkzNnmY"
X Link 2026-01-29T19:29Z [----] followers, [---] engagements
"Microsoft OpenAI accounting & income statement impact $MSFT 👇 Set up custom accounting policy change & risk alerts using @HudsonLabs automations $MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst and asked "q/q changes in OpenAI Investment and Accounting Treatment" - break-down below https://t.co/1U5x2T64uz $MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst"
X Link 2026-01-29T18:22Z [---] followers, [---] engagements
"$MSFT changes its accounting related to its investment in OpenAI This got emailed directed to me via the @HudsonLabs Co-Analyst With the flag then went to the Co-Analyst and asked "q/q changes in OpenAI Investment and Accounting Treatment" - break-down below"
X Link 2026-01-28T22:50Z [----] followers, 10.8K engagements
"Below is a comprehensive list of the sectors/industries most impacted by the last government shutdown with a list of companies that specifically stated they were impacted on their last quarter earnings call. This is Hudson Labs Market Intelligence tool launching next week book a demo @ if you want to trial beta http://www.hudson-labs.com http://www.hudson-labs.com"
X Link 2026-01-28T22:37Z [----] followers, [---] engagements
"Find companies with bizarre or aggressive quotes in earnings calls 👇 This feature is amazing "We are a value trap." "That guy is obviously an idiot."; "most bonehead headline that I've probably received from an analyst in my career." $TSLA $CPT $PLTR $PBF $RYAAY $AG"
X Link 2026-01-28T17:55Z [---] followers, [----] engagements
"Compensation redline for the Starbucks proxy $SBUX"
X Link 2026-01-27T22:47Z [---] followers, [---] engagements
"Source reference: https://platform.hudson-labs.com/coanalyst/share/KdvtCaBKUg2c1GB0 https://platform.hudson-labs.com/coanalyst/share/KdvtCaBKUg2c1GB0"
X Link 2026-01-27T22:47Z [---] followers, [---] engagements
"Happy Pai Day Not to be confused with Pi Day or Pie Day Happy birthday to our brilliant co-founder and CTO @piesauce"
X Link 2026-01-27T22:06Z [---] followers, [---] engagements
"I got so excited about consensus estimates I sprained my ankle Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported https://t.co/Yj5XDHNodr Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings"
X Link 2026-01-26T19:19Z [---] followers, [---] engagements
"Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported results forward guidance and Street expectations in a single workflow. A few real-world use cases include: ➡ Assess earnings predictability by analyzing historical results versus consensus. ➡ Evaluate forward guidance and management commentary to isolate key performance drivers and risks ➡ Compare actual results with consensus"
X Link 2026-01-26T18:43Z [----] followers, 19.3K engagements
"Consensus estimates NOW LIVE in the Co-Analyst Update your custom earnings alerts ahead of busy season Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures management guidance from earnings callsallowing you to reconcile reported https://t.co/Yj5XDHNodr Consensus estimates are now directly inside the Co-Analyst enabling faster more informed earnings analysis. Estimates integrates seamlessly with our proprietary model that extracts and structures"
X Link 2026-01-26T19:15Z [---] followers, [---] engagements
"Yup he sounds stressed"
X Link 2026-01-24T16:10Z [---] followers, [---] engagements
"$MU delta between forward guidance and consensus is large Full query with sources: https://platform.hudson-labs.com/coanalyst/share/iljurNtwiI3SISe6 https://platform.hudson-labs.com/coanalyst/share/iljurNtwiI3SISe6"
X Link 2026-01-23T19:48Z [----] followers, [----] engagements
"Analog Devices compensation redline $ADI 👇 Jan [--] '26 proxy vs prior year Full source reference: https://platform.hudson-labs.com/coanalyst/share/SK9dAodr32apithC https://platform.hudson-labs.com/coanalyst/share/SK9dAodr32apithC"
X Link 2026-01-23T22:15Z [---] followers, [---] engagements
"The @HudsonLabs Co-Analyst now has consensus estimates Actuals vs consensus with commentary on why beat/missed over time for Costco $COST 👇"
X Link 2026-01-23T17:48Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing