#  @MartyChargin Marty Chargin
Marty Chargin posts on X about beats by, rose, stocks, share the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::58652546/interactions)
- [--] Week [-------] +51%
- [--] Month [---------] +61%
- [--] Months [---------] -26%
- [--] Year [----------] -8%
### Mentions: [---] [#](/creator/twitter::58652546/posts_active)
- [--] Week [---] -20%
- [--] Month [-----] +32%
- [--] Months [-----] +1.20%
- [--] Year [-----] +23%
### Followers: [------] [#](/creator/twitter::58652546/followers)
- [--] Week [------] +0.19%
- [--] Month [------] +0.75%
- [--] Months [------] +5.70%
- [--] Year [------] +14%
### CreatorRank: [-------] [#](/creator/twitter::58652546/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) 63.19% [finance](/list/finance) 20.87% [cryptocurrencies](/list/cryptocurrencies) 9.84% [technology brands](/list/technology-brands) 5.71% [countries](/list/countries) 2.17% [exchanges](/list/exchanges) #5454 [social networks](/list/social-networks) 0.79% [currencies](/list/currencies) 0.79% [travel destinations](/list/travel-destinations) 0.79% [automotive brands](/list/automotive-brands) 0.59%
**Social topic influence**
[beats by](/topic/beats-by) #59, [rose](/topic/rose) 12.2%, [stocks](/topic/stocks) #1201, [share](/topic/share) #1925, [dec](/topic/dec) #57, [$mu](/topic/$mu) #36, [$sndk](/topic/$sndk) #30, [top performing](/topic/top-performing) #5, [$bros](/topic/$bros) #63, [up to](/topic/up-to) 2.76%
**Top accounts mentioned or mentioned by**
[@malibuinvest](/creator/undefined) [@gmorton512](/creator/undefined) [@andyfanter](/creator/undefined) [@venkatp1359](/creator/undefined) [@dullesparis](/creator/undefined) [@crismo999](/creator/undefined) [@ballerdk22](/creator/undefined) [@chung55](/creator/undefined) [@sergiustrading](/creator/undefined) [@smartertrader](/creator/undefined) [@pat1hash8368](/creator/undefined) [@floridatrader2](/creator/undefined) [@pisani777](/creator/undefined) [@sp3cul8r](/creator/undefined) [@epictrades1](/creator/undefined) [@baconbuttyman](/creator/undefined) [@vwap88](/creator/undefined) [@newsfromwsb](/creator/undefined) [@runkmcc](/creator/undefined) [@anandragn](/creator/undefined)
**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Dutch Bros, Inc. (BROS)](/topic/$bros) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Bloom Energy Corporation (BE)](/topic/$be) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Immunome, Inc. (IMNM)](/topic/$imnm) [Ciena Corporation (CIEN)](/topic/$cien) [Coherent Inc (COHR)](/topic/$cohr) [Medline Inc. (MDLN)](/topic/$mdln) [Amphenol Corporation (APH)](/topic/$aph) [Fastly, Inc. (FSLY)](/topic/$fsly) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Brinker International, Inc. (EAT)](/topic/$eat) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [Karman Holdings Inc (KRMN)](/topic/$krmn) [GE Vernova Inc. (GEV)](/topic/$gev) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [American Eagle Outfitters (AEO)](/topic/$aeo) [Crocs, Inc. (CROX)](/topic/$crox) [Tidewater, Inc. (TDW)](/topic/$tdw) [Exxon Mobil (XOM)](/topic/$xom) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [AppLovin Corporation (APP)](/topic/$app) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [aelf (ELF)](/topic/$elf) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Stacks (STX)](/topic/$stx) [PancakeSwap (CAKE)](/topic/$cake) [AngloGold Ashanti Limited (AU)](/topic/$au) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Validity (VAL)](/topic/$val) [Weatherford International plc Ordinary Shares (WFRD)](/topic/$wfrd) [Cisco Systems Inc (CSCO)](/topic/$csco) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Western Digital Corp (WDC)](/topic/$wdc) [General Electric Company (GE)](/topic/$ge) [CatCoin (CAT)](/topic/$cat) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Coldstack (CLS)](/topic/$cls)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$PINS . piling on this morning. Pinterest (PINS) downgraded to Hold from Buy at Loop Capital tgt $18 Pinterest (PINS) downgraded to In Line from Outperform at Evercore ISI tgt $25 Pinterest (PINS) downgraded to Neutral from Buy at BofA Securities tgt $19 Pinterest (PINS) downgraded to Neutral from Buy at Citigroup tgt $19 Pinterest (PINS) downgraded to Neutral from Outperform at Robert W. Baird tgt $20 Pinterest (PINS) downgraded to Neutral from Overweight at JPMorgan tgt $20"
[X Link](https://x.com/MartyChargin/status/2022293580799492249) 2026-02-13T12:55Z 49.7K followers, [----] engagements
"$ADP . Automatic Data beats by $0.05 reports revs in-line; guides FY26 EPS in-line revs in-line (254.51 -3.66) Reports Q2 (Dec) earnings of $2.62 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.57; revenues rose 6.2% year/year to $5.36 bln vs the $5.34 bln FactSet Consensus. Co narrows guidance for FY26 sees EPS of +9-10% yr/yr or $10.88 to $10.98 from +8-10% excluding non-recurring items vs. $10.92 FactSet Consensus; sees FY26 revs of +6% yr/yr or $21.79 bln from +5-6% vs. $21.75 bln FactSet Consensus. https://twitter.com/i/web/status/2016488304884269178"
[X Link](https://x.com/MartyChargin/status/2016488304884269178) 2026-01-28T12:27Z 49.7K followers, [----] engagements
"$AEP . American Electric beats by $0.05 beats on revs; guides FY26 EPS in-line (122.25) Reports Q4 (Dec) earnings of $1.19 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $1.14; revenues rose 13.2% year/year to $5.31 bln vs the $4.89 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $6.15-6.45 excluding non-recurring items vs. $6.32 FactSet Consensus.Reaffirmslong-term operating earnings growth rate of 7% to 9% https://twitter.com/i/web/status/2021918269670932632 https://twitter.com/i/web/status/2021918269670932632"
[X Link](https://x.com/MartyChargin/status/2021918269670932632) 2026-02-12T12:04Z 49.7K followers, [----] engagements
"$AAP . Advance Auto beats by $0.44 reports revs in-line; guides FY26 EPS in-line revs below consensus (58.22) Reports Q4 (Dec) earnings of $0.86 per share excluding non-recurring items $0.44 better than the FactSet Consensus of $0.42; revenues fell 1.2% year/year to $1.97 bln vs the $1.95 bln FactSet Consensus.Q4'25 comparable sales growth of 1.1%; Positive sales performance in the last eight weeks Co issues guidance for FY26 sees EPS of $2.40-3.10 vs. $2.72 FactSet Consensus; sees FY26 revs of $8.49-8.58 bln vs. $8.68 bln FactSet Consensus.Comparable store sales (52 weeks): +1-2%"
[X Link](https://x.com/MartyChargin/status/2022273926093746531) 2026-02-13T11:37Z 49.7K followers, [----] engagements
"$MRNA . Moderna beats by $0.43 beats on revs; guides FY26 revs above consensus (40.11) Reports Q4 (Dec) loss of $2.11 per share $0.43 better than the FactSet Consensus of ($2.54); revenues fell 33.2% year/year to $645 mln vs the $635.15 mln FactSet Consensus. Co issues upside guidance for FY26 sees FY26 revs of +10% yr/yr to $2.14 bln vs. $2.02 bln FactSet Consensus. https://twitter.com/i/web/status/2022284042436272613 https://twitter.com/i/web/status/2022284042436272613"
[X Link](https://x.com/MartyChargin/status/2022284042436272613) 2026-02-13T12:17Z 49.7K followers, [----] engagements
"@MalibuInvest $BROS "
[X Link](https://x.com/MartyChargin/status/2022383718627971457) 2026-02-13T18:53Z 49.7K followers, [---] engagements
"@OMillionaires No"
[X Link](https://x.com/MartyChargin/status/2022428584942670271) 2026-02-13T21:52Z 49.7K followers, [---] engagements
"$APH $CIEN $DHI $TDW These are a few of the winning stocks selections at last week. we had a loser in $RCL as well. but we keep our losses small The win rates have been excellent during this current choppy market. Check us out with a 25% discount. http://mcstockcharts.com http://mcstockcharts.com"
[X Link](https://x.com/MartyChargin/status/2022673906952474658) 2026-02-14T14:06Z 49.7K followers, [----] engagements
"$VRT . A nice bounce today. earnings are scheduled for February 11"
[X Link](https://x.com/MartyChargin/status/2019850364200316954) 2026-02-06T19:07Z 49.7K followers, [----] engagements
"$GILD . Gilead Sciences beats by $0.05 beats on revs; guides FY26 EPS in-line (147.23 -4.45) Reports Q4 (Dec) earnings of $1.86 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $1.81; revenues rose 4.7% year/year to $7.92 bln vs the $7.69 bln FactSet Consensus. Biktarvy (bictegravir 50mg/emtricitabine 200mg/tenofovir alafenamide ("TAF") 25mg) sales increased 5% to $4.0 billion in the fourth quarter [----] compared to the same period in [----] primarily driven by higher demand and favorable inventory dynamics partially offset by lower average realized price."
[X Link](https://x.com/MartyChargin/status/2021330022783647986) 2026-02-10T21:06Z 49.7K followers, [----] engagements
"$WEN . Wendy's beats by $0.02 beats on revs; guides FY26 EPS below consensus revs below consensus (7.27) Reports Q4 (Dec) earnings of $0.16 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $0.14; revenues fell 5.5% year/year to $543 mln vs the $537.19 mln FactSet Consensus. Global Same-Restaurant Sales Growth of (10.1)%; U.S. (11.3)% International (2.0)%.%. Co issues downside guidance for FY26 sees EPS of $0.56-$0.60 excluding non-recurring items vs. $0.86 FactSet Consensus; sees FY26 revs roughly flat yr/yr equating to revenue of $2176.9 vs. $2.23 bln"
[X Link](https://x.com/MartyChargin/status/2022284421269967233) 2026-02-13T12:19Z 49.7K followers, [----] engagements
"@MalibuInvest @stonksamiam @Platjet1 $BROS . Yo Mr. Boom. you should be familiar with that by now. it is called the MinuteMan"🤣😂"
[X Link](https://x.com/MartyChargin/status/2022329592200237135) 2026-02-13T15:18Z 49.7K followers, [---] engagements
"$FSLY $20 calls paying"
[X Link](https://x.com/MartyChargin/status/2022367075436773485) 2026-02-13T17:47Z 49.7K followers, [----] engagements
"$MU $SNDK $LITE $CIEN I wonder. are these stocks in an uptrend🤔 That is a rhetorical question. I see folks buying stocks in clear downtrends. That makes me wonder. If ya need help check us out at I will allow for 25% off http://mcstockcharts.com http://mcstockcharts.com"
[X Link](https://x.com/MartyChargin/status/2022379943053988075) 2026-02-13T18:38Z 49.7K followers, [----] engagements
"$FSLY . This is Fastly on a [--] minute chart📈. did someone say. squeeze""
[X Link](https://x.com/MartyChargin/status/2022384120094191900) 2026-02-13T18:55Z 49.7K followers, [----] engagements
"$NCLH . Norwegian Cruise Line sailing sharply lower following CEO change and rising concerns about demand trends (21.82 -1.44) Norwegian Cruise Line (NCLH) is sailing sharply lower after announcing a CEO change after the close yesterday a development that is unsettling investors given the company's ongoing need to rebuild confidence around execution and demand trends. Leadership transitions often pressure shares in the near term as the market digests potential strategic shifts execution risk and uncertainty around continuity particularly in a capital-intensive highly competitive cruise"
[X Link](https://x.com/MartyChargin/status/2022390983581929863) 2026-02-13T19:22Z 49.7K followers, [----] engagements
"$FSLY . This stock has made a massive move this week. A move not to be ignored. Dan"
[X Link](https://x.com/MartyChargin/status/2022407896404029604) 2026-02-13T20:29Z 49.7K followers, [----] engagements
"@anandragn $XLE $XOM $SNDK. Yo Anand . Thank you for keeping it real. The oil and gas stocks are having a great start to [----]. good for them🙏. I am focused elsewhere. Oil Bros made me laugh🤣😂"
[X Link](https://x.com/MartyChargin/status/2022644830300692621) 2026-02-14T12:11Z 49.7K followers, [---] engagements
"TOP PERFORMING INDUSTRY GROUPS [----] There have been some changes near the top of this list as the gold/silver and mining stocks fell back last week. The computer data storage telecom fiber optics and electronic parts industry groups are the top performing groups year to date. https://twitter.com/i/web/status/2022645017840619723 https://twitter.com/i/web/status/2022645017840619723"
[X Link](https://x.com/MartyChargin/status/2022645017840619723) 2026-02-14T12:12Z 49.7K followers, [----] engagements
"#3 SEMICONDUCTOR EQUIPMENT The semiconductor equipment industry group is the third best performing group in [----]. This group has advanced 36% year to date. Ultra Clean Holdings (UCTT) is the top performing stock in this industry group and it has advanced 119% in 2026"
[X Link](https://x.com/MartyChargin/status/2022645498365251943) 2026-02-14T12:14Z 49.7K followers, [----] engagements
"$ALMS . James B. Tananbaum 10% Owner Director on January [--] [----] executed a purchase for [------] shares in Alumis (ALMS) for $6999988. Following the Form [--] filing with the SEC Tananbaum has control over a total of [--------] common shares of the company with [--------] controlled indirectly. https://twitter.com/i/web/status/2011454257711726812 https://twitter.com/i/web/status/2011454257711726812"
[X Link](https://x.com/MartyChargin/status/2011454257711726812) 2026-01-14T15:04Z 49.7K followers, [----] engagements
"$PEN . Boston Scientific (BSX) said Thursday it has agreed to acquire Penumbra (PEN) in a cash and stock deal for an enterprise value of $14.5 billion. Under the agreement Penumbra stockholders can receive either $374 in cash or [------] Boston Scientific shares subject to proration. The total transaction is expected to be paid around 73% in cash and about 27% in shares Boston Scientific said. Adam Elsesser Penumbra's chairman and chief executive officer has elected to receive Boston Scientific shares for his Penumbra shares the company added. Boston Scientific said it plans to finance the"
[X Link](https://x.com/MartyChargin/status/2011786820221018191) 2026-01-15T13:05Z 49.7K followers, [----] engagements
"$RIO . Rio Tinto strengthens low-carbon aluminium footprint through joint acquisition of CBA stake (95.13) Rio Tinto and Aluminum Corporation of China Limited (Chalco) agreed to acquire Companhia Brasileira de Alumnio (CBA) via a JV owned 33% by Rio Tinto / 67% by Chalco purchasing Votorantim's 68.596% controlling stake. All-cash price of R$10.50 per share implies a 21.2% premium to the 20-day VWAP; values Votorantim's stake at $902.6 mln (Rio Tinto pro-rata $297.8 mln) subject to approvals and closing conditions. CBA is a vertically integrated low-carbon aluminium platform in Brazil powered"
[X Link](https://x.com/MartyChargin/status/2017173399827882188) 2026-01-30T09:49Z 49.7K followers, [----] engagements
"$NE $CVX $WFRD $TDW . The Landman trade is working.🤣😂"
[X Link](https://x.com/MartyChargin/status/2019071177705345289) 2026-02-04T15:30Z 49.7K followers, [----] engagements
"$ORLY . O'Reilly Auto misses by $0.02 reports revs in-line comps +5.6%; guides FY26 EPS below consensus revs in-line(96.74-0.36) Reports Q4 (Dec) earnings of $0.71 per share $0.02 worse than the FactSet Consensus of $0.73; revenues rose 7.8% year/year to $4.41 bln vs the $4.39 bln FactSet reports Q4 same store comps of +5.6%. Full year comps +4.7%. Co issues guidance for FY26 sees EPS of $3.10-3.20 vs. $3.32 FactSet Consensus; sees FY26 revs of $18.70-19.00 bln vs. $18.97 bln FactSet guides to FY26 comps of +3-5%. Co guides to net new store openings of 225-235 stores. Co guides to FY26"
[X Link](https://x.com/MartyChargin/status/2019179740360585643) 2026-02-04T22:42Z 49.7K followers, [----] engagements
"$BMY . This stock is breaking out of a stage one base. and advanced 13% this week. Is Halleys Comet due this year😂🤣"
[X Link](https://x.com/MartyChargin/status/2019878914722787782) 2026-02-06T21:00Z 49.7K followers, [----] engagements
"$GVA . Granite Constr beats by $0.19 beats on revs; guides FY26 revs above consensus (133.17) Reports Q4 (Dec) earnings of $1.40 per share excluding non-recurring items $0.19 better than the FactSet Consensus of $1.21; revenues rose 19.2% year/year to $1.17 bln vs the $1.15 bln FactSet Consensus. Co issues upside guidance for FY26 sees FY26 revs of $4.9-5.1 bln vs. $4.88 bln FactSet Consensus.Adjusted EBITDA margin in the range of 12.0% to 13.0% Capital expenditures of approximately $140 million to $160 million including approximately $50 million in planned strategic materials investments."
[X Link](https://x.com/MartyChargin/status/2021917080153698783) 2026-02-12T11:59Z 49.7K followers, [----] engagements
"$CRSR . Corsair Gaming beats by $0.16 beats on revs; Authorizes a $50 mln stock repurchase program (4.58 -0.38) Reports Q4 (Dec) earnings of $0.43 per share $0.16 better than the FactSet Consensus of $0.27; revenues rose 5.6% year/year to $436.9 mln vs the $420.26 mln FactSet Consensus. The company also announced that its Board of Directors authorized the Company to repurchase up to $50 million of its outstanding common stock. https://twitter.com/i/web/status/2022054175274938511 https://twitter.com/i/web/status/2022054175274938511"
[X Link](https://x.com/MartyChargin/status/2022054175274938511) 2026-02-12T21:04Z 49.7K followers, [----] engagements
"@Crismo999 $CSCO . 😂🤣🤣😂"
[X Link](https://x.com/MartyChargin/status/2022386459450446268) 2026-02-13T19:04Z 49.7K followers, [---] engagements
"$ABBV . AbbVie beats by $0.06 beats on revs; guides FY26 EPS above consensus (225.63) Reports Q4 (Dec) earnings of $2.71 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $2.65; revenues rose 10.0% year/year to $16.62 bln vs the $16.41 bln FactSet net revenues from the immunology portfolio were $8.626 billion an increase of [----] percent on a reported basis. Global net revenues from the neuroscience portfolio were $2.961 billion an increase of [----] percent on a reported basis. Global net revenues from the oncology portfolio were $1.664 billion a decrease of 1.5"
[X Link](https://x.com/MartyChargin/status/2019031917199564902) 2026-02-04T12:54Z 49.7K followers, [----] engagements
"$STRL . Stifel started coverage on Sterling Infrastructure (STRL) at Buy tgt $486; STRL is the largest excavating contractor in the US with a focus on site development highway and concrete slab work. They like the outsized exposure to secular growth themes including AI & cloud computing onshoring and e-commerce (together 50% of revenue). These large projects have higher barriers to entry and strong profitability profiles. STRL's track record scale vertical integration and technology leadership (BIM drones telematics) are all differentiators. They see an opportunity for the valuation discount"
[X Link](https://x.com/MartyChargin/status/2021948121346117929) 2026-02-12T14:02Z 49.7K followers, [----] engagements
"$AMAT . Applied Materials on conference call; believes global semiconductor industry can reach $1 trillion in [----] several years ahead of prior predictions (328.39-11.49) Additionally its largest customers are giving increased longer term visibility. Based on this visibility co expects strong growth momentum to be carried into [----]. Co expects to grow its semiconductor equipment business more than 20% this calendar year and expectsthe fastest growing market segments in [----] to be HBM and 3D chip stacking. https://twitter.com/i/web/status/2022079078598418456"
[X Link](https://x.com/MartyChargin/status/2022079078598418456) 2026-02-12T22:43Z 49.7K followers, 10.6K engagements
"$RDWR . Radware announces new $80 million share repurchase plan (26.39) Coannounced that its board of directors has authorized a new plan to repurchase up to $80 million of its issued and outstanding ordinary shares. The [----] Plan will expire on March [--] 2027"
[X Link](https://x.com/MartyChargin/status/2022271958801691133) 2026-02-13T11:29Z 49.7K followers, [----] engagements
"$ONDS . Ondas Inc. secures new multi-million dollar european order for Iron Drone Raider (8.97) The co's subsidiary Airobotics has received a new multi-million dollar order from a major European customer in a NATO country for its Iron Drone Raider counter-UAS system. This follows Ondas' operational deployment of the system at a major European international airport part of a separate contract from the same customer. https://twitter.com/i/web/status/2022304991248261214 https://twitter.com/i/web/status/2022304991248261214"
[X Link](https://x.com/MartyChargin/status/2022304991248261214) 2026-02-13T13:40Z 49.7K followers, [----] engagements
"$MU .That leading stock is trading back to $420 now. lets just close right there . and get this party started.🤣😂"
[X Link](https://x.com/MartyChargin/status/2022380283543327130) 2026-02-13T18:40Z 49.7K followers, [----] engagements
"@MalibuInvest $BROS . Yo Mr. Boom. the higher coffee prices are impacting margins. tariffs on. tariffs off. tough to predict business in that type of environment. so she took the prudent route and guided conservatively. sandbagging essentially"
[X Link](https://x.com/MartyChargin/status/2022642198421094522) 2026-02-14T12:00Z 49.7K followers, [---] engagements
"@smartertrader $MU $SNDK . Yes Sir💯"
[X Link](https://x.com/MartyChargin/status/2022694082058031148) 2026-02-14T15:27Z 49.7K followers, [---] engagements
"$FUTY . The utility exchange traded fund looks good. that is usually a negative for my stocks"
[X Link](https://x.com/MartyChargin/status/2022725030082416766) 2026-02-14T17:30Z 49.7K followers, [----] engagements
"$EWY . The Korean Barbecue is awesome. and the exchanged traded fund is nice too"
[X Link](https://x.com/MartyChargin/status/2022725998593348077) 2026-02-14T17:33Z 49.7K followers, [----] engagements
"$TM Toyota Motor (TM) is looking at a 20% return on equity target for fiscal [----] doubling market forecasts of 11% Nikkei reported Wednesday citing an unnamed company executive. Shares of the company were up nearly 9% in recent Thursday premarket activity"
[X Link](https://x.com/MartyChargin/status/1872263014386380814) 2024-12-26T12:47Z 49.7K followers, [----] engagements
"$WDC $SNDK . Sandisk is a recent spinoff from Western Digital. on the "watch list".for now"
[X Link](https://x.com/MartyChargin/status/1899246070594773166) 2025-03-10T23:48Z 49.6K followers, [----] engagements
"$APP AppLovin Corp. retains Quinn Emanuel Firm to investigate recent short report activity AppLovin Corporation (NASDAQ: APP) ("AppLovin" or the "Company") today announced that it has retained Alex Spiro partner and Co-Chair of the Investigations Government Enforcement & White Collar Defense Practice at Quinn Emanuel Urquhart & Sullivan a nationally recognized legal firm with deep expertise in securities and corporate investigations to conduct an independent review and investigation into recent short report activity targeting the Company. https://twitter.com/i/web/status/1905594218955112800"
[X Link](https://x.com/MartyChargin/status/1905594218955112800) 2025-03-28T12:14Z 49.7K followers, [----] engagements
"$IONS Ionis Pharma announces positive topline results from the pivotal Phase [--] CORE and CORE2 studies of olezarsen in people with severe hypertriglyceridemia. Up to 72% (p0.0001) placebo-adjusted mean reduction in fasting triglycerides.85% (p=0.0002) reduction in acute pancreatitis events the first and only time achieved for the treatment of sHTG.Favorable safety and tolerability profile.sNDA submission planned by end of year. https://twitter.com/i/web/status/1962858378931408914 https://twitter.com/i/web/status/1962858378931408914"
[X Link](https://x.com/MartyChargin/status/1962858378931408914) 2025-09-02T12:41Z 49.7K followers, [----] engagements
"$MOH . OOPS . MOH Shares of U.S. health insurer Molina Healthcare MOH.N plunge 20% to $154.50 premarket after co cuts annual profit forecast citing higher medical costs CEO Joseph Zubretsky says half of company's underperformance is driven by Marketplace business which serves individuals under the Affordable Care Act also known as Obamacare. Co says it continues to experience much higher levels of utilization in Marketplace business offsetting strong margins in Medicaid. Elevance Health ELV.N had also flagged higher costs in Medicaid business as higher enrollment in government plans for"
[X Link](https://x.com/MartyChargin/status/1981304142963626253) 2025-10-23T10:18Z 49.7K followers, [----] engagements
"$VLO $EQT $DK $IMO . Some of the oil and gas stocks are starting to heat up and look pretty decent"
[X Link](https://x.com/MartyChargin/status/1987146324949803254) 2025-11-08T13:12Z 49.7K followers, [----] engagements
"$ARMK . Aramark (ARMK) reported fiscal Q4 adjusted earnings Monday of $0.57 per diluted share up from $0.54 a year earlier. Analysts polled by FactSet expected $0.64. Revenue for the quarter ended Oct. [--] was $5.05 billion compared with $4.42 billion a year earlier. Analysts surveyed by FactSet expected $5.16 billion. For fiscal [----] the company said it expects adjusted EPS of $2.18 to $2.28. Analysts polled by FactSet expect $2.27. Revenue for the fiscal year is projected to be $19.55 billion to $19.95 billion. Analysts surveyed by FactSet expect $19.69 billion."
[X Link](https://x.com/MartyChargin/status/1990391342489604160) 2025-11-17T12:07Z 49.7K followers, [----] engagements
"$CELC $ARQT $VRDN $IMNM . Quite a few biotech/drug stocks continue to act well"
[X Link](https://x.com/MartyChargin/status/1991942512018386990) 2025-11-21T18:51Z 49.7K followers, [----] engagements
"$VERA . This stock has been vera vera good"
[X Link](https://x.com/MartyChargin/status/1995946887317430330) 2025-12-02T20:03Z 49.7K followers, [----] engagements
"$EZPW . Pawn shop breaking out.🤔🤔"
[X Link](https://x.com/MartyChargin/status/1998087682849960041) 2025-12-08T17:50Z 49.7K followers, [----] engagements
"$IMNM $STOK $EWTX $NKTR . A few biotech/drug stocks of interest. I am long one.bout to long another one or two soon"
[X Link](https://x.com/MartyChargin/status/2000214319825391987) 2025-12-14T14:40Z 49.7K followers, [----] engagements
"$KYTX . Kyverna Therapeutics Inc. (Nasdaq: KYTX) a clinical-stage biopharmaceutical company focused on developing cell therapies for patients with autoimmune diseases today announced positive topline data from KYSA-8 its registrational Phase [--] trial of mivocabtagene autoleucel (miv-cel formerly KYV-101) a fully human autologous CD19-targeting CAR T-cell therapy with CD28 co-stimulation in stiff person syndrome (SPS). We are very pleased to share transformative topline data in stiff person syndrome which could pave the way for miv-cel to become the first and only approved therapy in SPS and"
[X Link](https://x.com/MartyChargin/status/2000534910881444153) 2025-12-15T11:54Z 49.7K followers, [----] engagements
"$IMNM . Boom. there it is. https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073 https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073"
[X Link](https://x.com/MartyChargin/status/2000684698280894611) 2025-12-15T21:49Z 49.7K followers, [----] engagements
"$VITL . Vital Farms (VITL) said Tuesday it lowered its full-year [----] net revenue guidance to a range of $755 million to $765 million from the previous guidance of at least $775 million. Analysts polled by FactSet expected $776.7 million. The guidance revision was due to a temporary disruption in returning to regular order patterns following its enterprise resource planning system transition at the start of Q4 the company said. Vital Farms also provided initial full-year [----] net revenue guidance of $930 million to $950 million. Analysts surveyed by FactSet expected $933.7 million. The"
[X Link](https://x.com/MartyChargin/status/2000917583646892500) 2025-12-16T13:15Z 49.7K followers, [----] engagements
"$PDS $OVV $DVN $WFD . Not gonna forget about the oil patch. Gonna be like Billy Bob in Landman.😂🤣"
[X Link](https://x.com/MartyChargin/status/2007169113869976007) 2026-01-02T19:16Z 49.7K followers, [----] engagements
"$ITA $GE $RTX $HWM $BA . The exchange traded fund ITA looks great. the top [--] holding make up more than 50% of the ETF. Wanna own individual stocks or the entire group. or.maybe not at all"
[X Link](https://x.com/MartyChargin/status/2007830584178213130) 2026-01-04T15:04Z 49.7K followers, [----] engagements
"$KRMN . a stock on our ready list. it looks like it was definitely ready to go"
[X Link](https://x.com/MartyChargin/status/2008708591444951087) 2026-01-07T01:13Z 49.7K followers, [----] engagements
"$COST . Costco (COST) reports December adjusted comparable sales of +6.2%"
[X Link](https://x.com/MartyChargin/status/2009254503556493602) 2026-01-08T13:22Z 49.7K followers, [----] engagements
"$CAT $RH $ELF $KMX . There may be some folks speculating on a SCOTUS tariff ruling soon"
[X Link](https://x.com/MartyChargin/status/2009313976665166318) 2026-01-08T17:19Z 49.7K followers, [----] engagements
"$SG . what are we calling this . Perhaps the . HHS Trade"😂🤣🤣😂📈"
[X Link](https://x.com/MartyChargin/status/2009326918672535854) 2026-01-08T18:10Z 49.7K followers, [----] engagements
"$WDFC .FY [----] guidance reaffirmed; management highly confident in delivering results at the mid-to-high end of our guidance ranges. FY [----] net sales: $630M$655M (pro forma excluding homecare/cleaning held for sale) representing 5%9% growth from pro forma FY25. FY [----] gross margin: 55.5%56.5%. FY [----] advertising & promotion: around 6% of net sales. FY [----] operating income: $103M$110M representing 5%12% growth from pro forma FY25. FY [----] income tax rate: 22.5%23.5%. FY [----] diluted EPS: $5.75$6.15 based on 13.4M weighted average shares outstanding; represents 5%12% growth over pro forma"
[X Link](https://x.com/MartyChargin/status/2009419249794928679) 2026-01-09T00:17Z 49.7K followers, [----] engagements
"$INSM . Insmed (INSM) reported preliminary [----] revenue Friday of $606.4 million up 67% year over year. Analysts polled by FactSet expect $518 million. US revenue for the year grew 78% to $453 million while international sales jumped 41% to $153.5 million according to Insmed. The company said it will report final Q4 and [----] financial results in February. https://twitter.com/i/web/status/2009627286879039716 https://twitter.com/i/web/status/2009627286879039716"
[X Link](https://x.com/MartyChargin/status/2009627286879039716) 2026-01-09T14:04Z 49.6K followers, [----] engagements
"$CGON . There are many biotech stocks ripping today. and the JPM conference doe snot start until next week. CG Oncology to Share Data From Phase [--] Bladder Cancer Trial a Year Ahead of Schedule;"
[X Link](https://x.com/MartyChargin/status/2009677118364627303) 2026-01-09T17:22Z 49.7K followers, [----] engagements
"$KRMN $STX $GH $GE . At we had these winners last week. and we had losers to like $ALAB. such is trading. http://mcstockcharts.com http://mcstockcharts.com"
[X Link](https://x.com/MartyChargin/status/2010002099959148878) 2026-01-10T14:53Z 49.7K followers, [----] engagements
"$BJRI $EAT $CAKE $BROS . The retail restaurant group is starting to show some signs of life. who likes cake"
[X Link](https://x.com/MartyChargin/status/2010342002865639430) 2026-01-11T13:24Z 49.6K followers, [----] engagements
"$SHAK . Shake Shack provides Q4 and FY26 outlook (93.29) Co issues downside guidance for Q4 (Dec) sees Q4 (Dec) revs of $400.5 mln vs. $409.10 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $1.6-1.7 bln vs. $1.65 bln FactSet Consensus. Licensing revenue of $59.0 million to $61.0 million. Same-Shack sales of positive LSD%. Restaurant-level profit margin to be 23.0% to 23.5% of Shack sales. Co is reiterating long-term targets and believe have the potential to achieve: Total addressable market of 1500+ Company-operated Shacks. Three-year financial growth"
[X Link](https://x.com/MartyChargin/status/2010685817422004711) 2026-01-12T12:10Z 49.7K followers, [----] engagements
"$DXCM . Dexcom guides Q4 revs slightly above consensus; guides FY26 revs in-line (67.40) Co issues upside guidance for Q4 (Dec) sees Q4 (Dec) revs of $1.26 bln vs. $1.24 bln FactSet Consensus. US revenue is expected to be up 11% yr/yr to approximately $892 mln. International revenue is expected to be up 18% yr/yr to approximately $368 mln. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $5.16-5.25 bln vs. $5.23 bln FactSet Consensus. https://twitter.com/i/web/status/2010692485941788789 https://twitter.com/i/web/status/2010692485941788789"
[X Link](https://x.com/MartyChargin/status/2010692485941788789) 2026-01-12T12:37Z 49.7K followers, [----] engagements
"$DIN $EAT $CAKE . Dine and. then eat cake Not a bad idea👍👍. the retail restaurant group is showing strength"
[X Link](https://x.com/MartyChargin/status/2010793410274476225) 2026-01-12T19:18Z 49.6K followers, [----] engagements
"$FTAI . surfing stock"
[X Link](https://x.com/MartyChargin/status/2011132808912388241) 2026-01-13T17:46Z 49.6K followers, [----] engagements
"$TTMI . TTM Tech discloses comments made at conference - "will double our earnings from '25 to '27." (93.24) During the public webcast of the fireside chat in response to the mediator's question to Dr. Roks regarding what has stood out to him the most from a technology standpoint since he joined the Company the answer disclosed by Dr. Roks included the following projections and forward-looking statements: "I can disclose here that over the coming three years every year we will grow between [--] and [--] percent topline. And we will double our earnings from '25 to '27.""
[X Link](https://x.com/MartyChargin/status/2011400193288306738) 2026-01-14T11:29Z 49.6K followers, [----] engagements
"$APP . AppLovin (APP) initiated with an Outperform at Evercore ISI tgt $835"
[X Link](https://x.com/MartyChargin/status/2011422391591919740) 2026-01-14T12:57Z 49.7K followers, [----] engagements
"$STX . Seagate Tech: Bernstein flags Seagate as a top long-term storage pick citing HAMR leadership and a widening margin advantage over Western Digital(318.44) Analyst Mark Newman highlighted "In addition to SanDisk as our pick in memory Seagate is our long-term pick in storage. Among NAND DRAM and HDD segments HDD has the lowest risk of capacity additions which is supportive for longer term pricing and profitability. In highly concentrated markets such as HDD incremental capacity additions tend to be disciplined: with few competitors suppliers are more inclined to prioritize profitability"
[X Link](https://x.com/MartyChargin/status/2011425701069738147) 2026-01-14T13:10Z 49.6K followers, [----] engagements
"$AU . This stock is pure gold📈🪙. now trading at the psychological $100 level. is Mutombo around today Or. will it trade though $100 like poop through a goose"
[X Link](https://x.com/MartyChargin/status/2011448090461700552) 2026-01-14T14:39Z 49.6K followers, [----] engagements
"$ISRG . Intuitive Surgical raises Q4 guidance but stock stumbles as investors weigh growth decline (ISRG) Intuitive Surgical (ISRG) raised its Q4 revenue guidance ahead of its presentation at the J.P. Morgan Healthcare Conference forecasting approximately $2.866 bln up from its previous estimate of $2.72 bln. However the stock is trading sharply lower as the updated figures signal a deceleration in growth that appears to have fallen short of high-end investor expectations. The updated guidance translates into solid year-over-year revenue growth of 18.8% though this represents a notable"
[X Link](https://x.com/MartyChargin/status/2011480954611908720) 2026-01-14T16:50Z 49.7K followers, [----] engagements
"$APH . Amphenol announces details of open offer for ADC India Communications Limited (146.75) Amphenol Corporation (NYSE: APH) (the "Company" or "Amphenol") as part of its completed acquisition (the "CCS Acquisition") of the Connectivity and Cable Solutions business from Vistance Networks Inc. (formerly known as CommScope Holding Company Inc. or "Seller") announced today further details regarding its open offer to acquire up to [-------] fully paid-up equity shares of face value of INR [--] of ADC India Communications Limited (the "Target Company") representing 26.00% of the Target Company's"
[X Link](https://x.com/MartyChargin/status/2011788478275785155) 2026-01-15T13:12Z 49.7K followers, [----] engagements
"$TTMI . Yo. Mr. $100.00 level. I am back.and gonna knock you down😂🤣💯"
[X Link](https://x.com/MartyChargin/status/2011809901006278756) 2026-01-15T14:37Z 49.6K followers, [----] engagements
"$ENTG . This semiconductor equipment stock making a nice move with volume. one that shall not be ignored"
[X Link](https://x.com/MartyChargin/status/2011876618302861455) 2026-01-15T19:02Z 49.7K followers, [----] engagements
"$MOS . North American fertilizer demand declined well beyond normal seasonal softness in the fourth quarter as fall applications were weak due to sustained pressure on grower economics and were exacerbated by an early onset of winter weather that compressed the application window. The market conditions were particularly challenging for phosphates due to lower relative affordability as compared to potash. Overall North America phosphate market shipments are estimated to have been down approximately 20% in the fourth quarter compared to a year ago. North American potash demand was also"
[X Link](https://x.com/MartyChargin/status/2012140090752131090) 2026-01-16T12:29Z 49.7K followers, [----] engagements
"$CCJ $APH $ALAB $IREN . We had quite a few winning stocks at last week. These are just four of them. We also had a loser in Eli Lilly and that is just trading. Check us out with a 25% off offer this week. http://mcstockcharts.com http://mcstockcharts.com"
[X Link](https://x.com/MartyChargin/status/2012515860481507614) 2026-01-17T13:22Z 49.6K followers, [----] engagements
"@VenkatP1359 $IREN $APH $TTMI . Yo Venkat. those are three good stocks you have there. I may own a few of those myself. $IREN dropped to $33 recently.now $57. moves fast but not too wild"
[X Link](https://x.com/MartyChargin/status/2012527829179908129) 2026-01-17T14:10Z 49.6K followers, [---] engagements
"$APH $VICR $LASR $COHR . another group doing well"
[X Link](https://x.com/MartyChargin/status/2012899067353800930) 2026-01-18T14:45Z 49.7K followers, [----] engagements
"$BE $GEV $FLNC $CEG . The alternative energy group. quite the divergence for Constellation"
[X Link](https://x.com/MartyChargin/status/2012900273459483045) 2026-01-18T14:49Z 49.7K followers, [----] engagements
"$BKKT . akkt reports preliminary Q4 financial results (21.41) Bakkt Holdings Inc. estimated fourth quarter [----] gross digital asset revenues of $298 mln to $300 mln with total digital asset costs and execution clearing and brokerage fees of $297 mln to $299 mln implying minimal gross margin. Co reported estimated cash cash equivalents and restricted cash of $26 mln to $28 mln at December [--] cash used in operating activities excluding customer funds payable was $19 mln to $21 mln reflecting non-recurring items including customer deposit returns legal and professional fees tied to corporate"
[X Link](https://x.com/MartyChargin/status/2013572985488318673) 2026-01-20T11:23Z 49.7K followers, [----] engagements
"$DHI . DHI D.R. Horton Q1 EPS $2.03 Beats $1.95 Estimate Sales $6.886B Beat $6.603B Estimate. D.R. Horton (NYSE:DHI) reported quarterly earnings of $2.03 per share which beat the analyst consensus estimate of $1.95 by [----] percent. This is a [-----] percent decrease over earnings of $2.61 per share from the same period last year. The company reported quarterly sales of $6.886 billion which beat the analyst consensus estimate of $6.603 billion by [----] percent. This is a [----] percent decrease over sales of $7.613 billion the same period last year."
[X Link](https://x.com/MartyChargin/status/2013577293227290934) 2026-01-20T11:40Z 49.7K followers, [----] engagements
"$FITB . Fifth Third Bancorp (FITB) reported Q4 earnings Tuesday of $1.04 per diluted share up from $0.85 a year earlier. Analysts polled by FactSet expected $1. Revenue for the quarter ended Dec. [--] was $2.34 billion up from $2.18 billion a year earlier. Analysts surveyed by FactSet expected $2.34 billion. https://twitter.com/i/web/status/2013583222517674211 https://twitter.com/i/web/status/2013583222517674211"
[X Link](https://x.com/MartyChargin/status/2013583222517674211) 2026-01-20T12:03Z 49.7K followers, [----] engagements
"$IMNM . This biotech traded down to its [--] day line. and is now bouncing. I guess it has not heard the tariff talk just yet"
[X Link](https://x.com/MartyChargin/status/2013627502783279351) 2026-01-20T14:59Z 49.7K followers, [----] engagements
"$TECK . Teck Resources reports [----] production update and reaffirms outlook (50.21) Teck Resources Limited reported [----] copper production of [-----] kt in line with guidance supported by strong Q4 performance across assets; Quebrada Blanca produced [----] kt in Q4 with shipment delays pushing some sales into early 2026Zinc in concentrate production totaled [-----] kt for [----] at the high end of guidance while refined zinc reached [-----] kt also at the top of the guided range reflecting a focus on profitability and cash generation Company expects positive Q4 settlement pricing adjustments of $295"
[X Link](https://x.com/MartyChargin/status/2013910215062864295) 2026-01-21T09:43Z 49.7K followers, [----] engagements
"$NATH . Nathan's Famous to be acquired by Smithfield Foods (SFD) for $102.00/share in cash (92.73) Cos announced they have entered into a definitive merger agreement for Smithfield Foods to acquire all of Nathan's Famous' issued and outstanding shares for $102.00 per share in cash which represents an enterprise value of approximately $450 million. The transaction represents a valuation of approximately 12.4x Nathan's Famous's LTM adjusted EBITDA and a multiple of approximately 10.0x post-synergies. Smithfield Foods expects to achieve annual cost synergies of approximately $9 million by the"
[X Link](https://x.com/MartyChargin/status/2013943606097457394) 2026-01-21T11:55Z 49.7K followers, [----] engagements
"$IONS . Ionis Pharma and Otsuka Pharmaceutical Co. announced that the European Commission has approved DAWNZERA in the European Union for the routine prevention of recurrent attacks of hereditary angioedema in adults and adolescents aged [--] years and older (77.53) The approval follows the positive opinion of the Committee for Medicinal Products for Human Use. The approval is based on positive results from the Phase [--] OASIS-HAE and OASISplus studies in which DAWNZERA demonstrated positive results across multiple measures of disease including significant and sustained reduction in mean monthly"
[X Link](https://x.com/MartyChargin/status/2013947961257116074) 2026-01-21T12:13Z 49.7K followers, [----] engagements
"$SA . Seabridge Gold provides update on Courageous Lake Project spin-out (33.03) Seabridge is advancing a structure whereby all the shares in Valor Gold the spin-out entity would be distributed to Seabridge shareholders pursuant to a court-approved plan of arrangement under the Canada Business Corporations Act. At this time a meeting of Seabridge shareholders to approve the spin-out is expected to be held in June [----]. Valor will be seeking a listing on the Toronto Stock Exchange and the OTCQB Venture Market (USA) and will consider seeking a NYSE listing at a later date. Share trading in"
[X Link](https://x.com/MartyChargin/status/2013957074007535803) 2026-01-21T12:49Z 49.7K followers, [----] engagements
"$PAVM . PAVmed (PAVM) subsidiary Lucid Diagnostics (LUCD) said Wednesday it won a contract from the US Department of Veterans Affairs for its EsoGuard esophageal DNA test for esophageal precancer testing. Financial terms of the contract were not disclosed. The contract includes pre-negotiated pricing for the test that matches the established Medicare payment rate determined by the Centers for Medicare & Medicaid Services enabling access through a single national procurement framework the company said. https://twitter.com/i/web/status/2014026297031401584"
[X Link](https://x.com/MartyChargin/status/2014026297031401584) 2026-01-21T17:24Z 49.7K followers, [----] engagements
"$TTMI . This one is knocking at the $100 door .again. see if it can break on through"
[X Link](https://x.com/MartyChargin/status/2014063242327318736) 2026-01-21T19:51Z 49.7K followers, [----] engagements
"$COHR . This stock is looking like it wants to break out of its box today. we shall see"
[X Link](https://x.com/MartyChargin/status/2014270859251458192) 2026-01-22T09:36Z 49.7K followers, [----] engagements
"$GLSI . Greenwich LifeSciences announces FDA approves use of commercially manufactured GP2 in FLAMINGO-0. The first three commercial lots of GP2 active ingredient were manufactured in [----] in an approved commercial facility which could be used to prepare approximately [------] doses of GP2. In [----] the first of three commercial lots filling GP2 into vials for commercial sale or for clinical use was manufactured in a commercial facility. In addition drug stability programs were initiated for all four lots. Data on these commercial lots was recently submitted to the FDA and after review the first"
[X Link](https://x.com/MartyChargin/status/2014300194859573729) 2026-01-22T11:32Z 49.7K followers, [----] engagements
"$ACMR . Co issues narrows guidance for FY25 (Dec) sees FY25 (Dec) revs of $885-900 mln from $875-925 mln vs. $907.51 mln FactSet Consensus. Co issues upside guidance for FY26 (Dec) sees FY26 (Dec) revs of $1.08-1.175 bln vs. $1.06 bln FactSet Consensus."We plan for a higher revenue growth rate in [----] amidst healthy investments in production capacity and market share gains from our newer products" said Dr. David Wang ACM's President and Chief Executive Officer. "We anticipate relatively stable WFE spending by our customers with incremental contribution from our single-wafer SPM cleaning tools"
[X Link](https://x.com/MartyChargin/status/2014301274901196827) 2026-01-22T11:37Z 49.6K followers, [----] engagements
"$LTH . Life Time sees Q4 EPS and revs above consensus; introduces select financial guidance for FY [----] (27.91) Co issues upside guidance for Q4 (Dec) sees EPS of $0.32-0.34 excluding non-recurring items vs. $0.27 FactSet Consensus; sees Q4 (Dec) revs of $743-745 mln vs. $736.67 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $3.30-3.33 bln vs. $3.31 bln FactSet Consensus.FY26 Adjusted EBITDA $910 -- $925 https://twitter.com/i/web/status/2014304863484801226 https://twitter.com/i/web/status/2014304863484801226"
[X Link](https://x.com/MartyChargin/status/2014304863484801226) 2026-01-22T11:51Z 49.7K followers, [----] engagements
"$MBLY . Mobileye Global reports EPS in-line beats on revs; guides FY26 revs below consensus (10.88) Reports Q4 (Dec) earnings of $0.06 per share excluding non-recurring items in-line with the FactSet Consensus of $0.06; revenues fell 9.0% year/year to $446 mln vs the $432.3 mln FactSet Consensus. Average System Price was $50.8 in the fourth quarter of [----] compared to $50.0 in the prior year period primarily due to a higher percentage of SuperVision-related revenue as compared to the fourth quarter of [----]. Adjusted Gross Margin was 67% in the fourth quarter of [----] compared to 69% in the"
[X Link](https://x.com/MartyChargin/status/2014309573839196668) 2026-01-22T12:10Z 49.7K followers, [----] engagements
"$APLD . Applied Digital higher after announcing that it has broken ground on Delta Forge [--] an AI Factory campus; Initial operations at Delta Forge [--] are expected to commence in mid-2027 (35.06) he Delta Forge [--] campus will initially comprise two 150-MW facilities spanning more than [---] acres. Once fully operational the campus is expected to support more than [---] full-time employees in addition to long-term contractors creating durable economic opportunity and long-term investment in the region. Applied Digital is advancing Delta Forge [--] in discussions with another prospective investment-grade"
[X Link](https://x.com/MartyChargin/status/2014329872395710804) 2026-01-22T13:30Z 49.7K followers, [----] engagements
"$ISRG . Intuitive Surgical beats by $0.26 beats on revs worldwide procedures (da Vinci and Ion combined) grew approximately 18%; Guides for FY26 worldwide da Vinci procedure growth of approximately 13% to 15% (525.81 +2.12) Reports Q4 (Dec) earnings of $2.53 per share excluding non-recurring items $0.26 better than the FactSet Consensus of $2.27; revenues rose 18.8% year/year to $2.87 bln vs the $2.76 bln FactSet Consensus. Worldwide procedures (da Vinci and Ion combined) grew approximately 18% compared with the fourth quarter of [----]. Da Vinci procedures grew approximately 17% and Ion"
[X Link](https://x.com/MartyChargin/status/2014445790056554513) 2026-01-22T21:11Z 49.7K followers, [----] engagements
"$COF . Whats in your. never mind.Capital One misses by $0.28 reports revs in-line; confirms it will acquire Brex Inc. (235.93 +4.92) Reports Q4 (Dec) earnings of $3.86 per share excluding non-recurring items $0.28 worse than the FactSet Consensus of $4.14; adjusted revenues rose 53.3% year/year to $15.62 bln vs the $15.47 bln FactSet Consensus.Provision for credit losses increased $1.4 bln to $4.1 bln: Net charge-offs of $3.8 billion $302 million loan reserve build. Co also confirms it has entered into a definitive agreement to acquire Brex Inc. for $5.15 bln with approximately 50% cash and"
[X Link](https://x.com/MartyChargin/status/2014446361719247345) 2026-01-22T21:13Z 49.6K followers, [----] engagements
"$AA . Alcoa (NYSE:AA) reported quarterly earnings of $1.26 per share which beat the analyst consensus estimate of $0.92 by [----] percent. This is a [-----] percent increase over earnings of $1.04 per share from the same period last year. The company reported quarterly sales of $3.449 billion which beat the analyst consensus estimate of $3.306 billion by [----] percent. This is a [----] percent decrease over sales of $3.486 billion the same period last year. https://twitter.com/i/web/status/2014449629119828017 https://twitter.com/i/web/status/2014449629119828017"
[X Link](https://x.com/MartyChargin/status/2014449629119828017) 2026-01-22T21:26Z 49.7K followers, [----] engagements
"@VenkatP1359 $GE $FTAI $KRMN . Yeah. for the most part . the sector was down and disappointed the USA is not using force to acquire Greenland😂🤣. with a few exceptions.as usual"
[X Link](https://x.com/MartyChargin/status/2014488834713813091) 2026-01-23T00:02Z 49.7K followers, [---] engagements
"$FTNT . Fortinet: Revising FY26 Estimates; Little Downside or Upside -- Oppenheimer (77.62) Analyst Ittai Kidron added "Our checks indicated stable FW share dynamics in 4Q25 but a declining [----] EoS refresh opportunity. Therefore we maintain an in-line stance on 4Q25 but lower our [----] product and services revenue growth outlook. We have a greater appreciation for the lag between maintenance/subscription (Services) growth and Product growth. We expect continued Services deceleration through 1H26 before accelerating in 2H26. Positively we see potential for improvement in SASE growth rates near"
[X Link](https://x.com/MartyChargin/status/2014684539185201528) 2026-01-23T12:59Z 49.7K followers, [----] engagements
"TOP PERFORMING INDUSTRY GROUPS [----] The computer data storage mining metals Mining gold/silver semiconductor equipment and retail-restaurants industry groups are the top performing groups year to date. I know it is a small sample size. But this is what we have to work with three weeks in [----]. I excluded the media-newspapers group as it is basically NewsCorp and the New York Times. https://twitter.com/i/web/status/2015040711616598055 https://twitter.com/i/web/status/2015040711616598055"
[X Link](https://x.com/MartyChargin/status/2015040711616598055) 2026-01-24T12:35Z 49.6K followers, [----] engagements
"#2 MINING METALS The mining metals industry group is the second best performing group in [----]. This group has advanced 31% year to date. Uranium Fuels (UUUU) is the top performing stock in this industry group and it has advanced 75% in 2026"
[X Link](https://x.com/MartyChargin/status/2015043806962598345) 2026-01-24T12:47Z 49.6K followers, [----] engagements
"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 46% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 100% in 2026"
[X Link](https://x.com/MartyChargin/status/2015043909551038880) 2026-01-24T12:48Z 49.7K followers, [----] engagements
"$BKR . Baker Hughes beats by $0.11 beats on revs (53.80 -0.66) Reports Q4 (Dec) earnings of $0.78 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $0.67; revenues rose 0.3% year/year to $7.39 bln vs the $7.07 bln FactSet Consensus. Outlool (Commentary from the Co)"Looking ahead we expect IET orders to remain at robust levels supported by continued momentum in LNG a stronger year of FPSO and gas infrastructure awards and sustained strength for power systems. Against this favorable backdrop we project similar levels of organic IET orders in [----]. In addition we"
[X Link](https://x.com/MartyChargin/status/2015744442150580643) 2026-01-26T11:11Z 49.7K followers, [----] engagements
"$BIIB . Biogen: FDA accepts LEQEMBI IQLIK sBLA for subcutaneous starting dose in early Alzheimers (171.59) Co announced the FDA accepts sBLA under Priority Review for LEQEMBI IQLIK (lecanemab-irmb) as a weekly subcutaneous starting dose in early Alzheimer's disease; PDUFA date set for May [--] 2026.If approved would enable at-home initiation and maintenance dosing making LEQEMBI the first anti-amyloid therapy with both initiation and maintenance subcutaneous options as an alternative to IV infusion. sBLA supported by Phase [--] Clarity AD OLE data showing equivalent exposure and similar clinical"
[X Link](https://x.com/MartyChargin/status/2015745553980866952) 2026-01-26T11:16Z 49.7K followers, [----] engagements
"$LDOS . Leidos to acquire power design firm ENTRUST bolstering its energy infrastructure portfolio (191.23) Co has signed a definitive agreement to acquire ENTRUST Solutions Group from Kohlberg for approximately $2.4 billion accelerating Leidos' position as a leading engineering solutions provider for utilities nationwide. The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business which has grown on average at double-digit rates while delivering double-digit margins for the past eight years. The transaction is"
[X Link](https://x.com/MartyChargin/status/2015746814251819075) 2026-01-26T11:21Z 49.7K followers, [----] engagements
"$ETN . Eaton to spin off its Mobility Group; expected on closing to be immediately accretive to Eaton's organic growth and operating margin (331.22) Transaction details- Through the transaction Eaton and Mobility are each expected to benefit from:Increased focus on core businesses and strategic priorities; Tailored capital allocation strategy with flexibility to invest in profitable organic and inorganic growth opportunities; Improved ability to adapt quickly to leverage evolving market dynamics to deliver consistent returns; and Distinct investment profiles that position each company to"
[X Link](https://x.com/MartyChargin/status/2015757275902939420) 2026-01-26T12:02Z 49.7K followers, [----] engagements
"$SRPT . Sarepta Announces Positive Topline Three-Year EMBARK Results Showing ELEVIDYS Significantly Slows Disease Progression on Key Functional Measures in Ambulatory Duchenne Patients (21.13) Sarepta Announces Positive Topline Three-Year EMBARK Results Showing ELEVIDYS Significantly Slows Disease Progression on Key Functional Measures in Ambulatory Duchenne Patients https://twitter.com/i/web/status/2015775075388264853 https://twitter.com/i/web/status/2015775075388264853"
[X Link](https://x.com/MartyChargin/status/2015775075388264853) 2026-01-26T13:13Z 49.6K followers, [----] engagements
"$IMNM . a strong biotech stock"
[X Link](https://x.com/MartyChargin/status/2015798484893569522) 2026-01-26T14:46Z 49.7K followers, [----] engagements
"$RDW . Redwire Corporation (RDW) announced it was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense indefinite-delivery/indefinite-quantity contract with a ceiling of $151B. This contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility. https://twitter.com/i/web/status/2016140072345862303 https://twitter.com/i/web/status/2016140072345862303"
[X Link](https://x.com/MartyChargin/status/2016140072345862303) 2026-01-27T13:23Z 49.6K followers, [----] engagements
"$HCA . HCA beats by $0.55 reports revs in-line; guides FY26 EPS in-line revs in-line; increases share buyback authorization by $10 bln; increases dividend (472.38) Reports Q4 (Dec) earnings of $8.01 per share excluding non-recurring items $0.55 better than the FactSet Consensus of $7.46; revenues rose 6.7% year/year to $19.51 bln vs the $19.68 bln FactSet Consensus. Same facility admissions increased +2.4% and same facility equivalent admissions increased +2.5%. Co issues in-line guidance for FY26 sees EPS of $29.10-31.50 vs. $29.49 FactSet Consensus; sees FY26 revs of $76.50-80.00 bln vs."
[X Link](https://x.com/MartyChargin/status/2016140127668425098) 2026-01-27T13:23Z 49.7K followers, [----] engagements
"$GLW . This stock is making a move👍👍📈. not to be ignored. Dan😂🤣. earnings tomorrow"
[X Link](https://x.com/MartyChargin/status/2016194176216662387) 2026-01-27T16:58Z 49.7K followers, [----] engagements
"$EAT . Brinker International reports earnings tomorrow. could be tasty"
[X Link](https://x.com/MartyChargin/status/2016235825537941659) 2026-01-27T19:44Z 49.7K followers, [----] engagements
"$QRVO . Qorvo beats by $0.31 reports revs in-line; guides MarQ EPS below consensus revs below consensus (82.81 +0.31) Reports Q3 (Dec) earnings of $2.17 per share excluding non-recurring items $0.31 better than the FactSet Consensus of $1.86; revenues rose 8.4% year/year to $992.96 mln vs the $988.01 mln FactSet Consensus. Co issues downside guidance for Q4 (Mar) sees EPS of $1.05-1.35 excluding non-recurring items vs. $1.37 FactSet Consensus; sees Q4 revs of $775-825 mln vs. $905.11 mln FactSet Consensus. "Qorvo's December quarterly revenue primarily reflects strength at our largest"
[X Link](https://x.com/MartyChargin/status/2016256667508474160) 2026-01-27T21:07Z 49.7K followers, [----] engagements
"$VFC . V.F. Corp beats by $0.13 beats on revs (20.28) Reports Q3 (Dec) earnings of $0.58 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $0.45; revenues rose 1.5% year/year to $2.88 bln vs the $2.75 bln FactSet Consensus. Q4'26 and FY'26 Financial Outlook Q4'26:Revenue flat to +2% C$ vs. LY Adjusted OI of $10M to $30M FY'26:Free cash flow up vs. LY Adjusted OI up vs. LY Operating cash flow up vs. LY FYE'26 leverage at or below 3.5x progressing towards medium-term target https://twitter.com/i/web/status/2016469476842287380"
[X Link](https://x.com/MartyChargin/status/2016469476842287380) 2026-01-28T11:12Z 49.7K followers, [----] engagements
"$EXTR . Extreme Networks beats by $0.02 beats on revs; guides Q3 EPS in-line; guides FY26 EPS in-line (14.70 -0.50) Reports Q2 (Dec) earnings of $0.26 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $0.24; revenues rose 13.8% year/year to $317.9 mln vs the $312.32 mln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $0.23-0.25 vs. $0.24 FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $0.98-1.02 vs. $1.00 FactSet Consensus. https://twitter.com/i/web/status/2016488736918225125"
[X Link](https://x.com/MartyChargin/status/2016488736918225125) 2026-01-28T12:29Z 49.7K followers, [----] engagements
"$GEV . GE Vernova reports Q4 (Dec) results beats on revs; raises FY26 revs guidance above consensus free cash flow guidance; raises outlook by 2028(692.70) Reports Q4 (Dec) earnings of $13.39 per share may not be comparable to the FactSet Consensus of $2.98; revenues rose 3.8% year/year to $10.96 bln vs the $10.22 bln FactSet Consensus. GAAP net income includes a $2.9 bln tax benefit due to a U.S. valuation allowance release. Orders of $22.2 bln +65% organically with growth in all segments. Backlog growth of $15.0 bln sequentially from equipment and services at Power and Electrification. Gas"
[X Link](https://x.com/MartyChargin/status/2016489428764737737) 2026-01-28T12:31Z 49.7K followers, [----] engagements
"$APH . Amphenol beats by $0.04 beats on revs; guides Q1 EPS above consensus revs above consensus (166.25) Reports Q4 (Dec) earnings of $0.97 per share excluding non-recurring items $0.04 better than the FactSet Consensus of $0.93; revenues rose 49.1% year/year to $6.44 bln vs the $6.19 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $0.91-0.93 excluding non-recurring items vs. $0.89 FactSet Consensus; sees Q1 revs of $6.90-7.00 bln vs. $6.55 bln FactSet Consensus. https://twitter.com/i/web/status/2016497511788408963 https://twitter.com/i/web/status/2016497511788408963"
[X Link](https://x.com/MartyChargin/status/2016497511788408963) 2026-01-28T13:04Z 49.7K followers, [----] engagements
"$TTMI . This stock rallied up to $100 this morning. and then. Mutomobo shows up😂🤣📉"
[X Link](https://x.com/MartyChargin/status/2016527748014194901) 2026-01-28T15:04Z 49.7K followers, [----] engagements
"@MalibuInvest $BROS "
[X Link](https://x.com/MartyChargin/status/2016555259594973271) 2026-01-28T16:53Z 49.7K followers, [---] engagements
"$CLS . Celestica beats by $0.13 beats on revs; guides Q1 EPS above consensus revs above consensus; guides FY26 EPS above consensus revs above consensus (345.23 +12.06) Reports Q4 (Dec) earnings of $1.89 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.76; revenues rose 43.6% year/year to $3.65 bln vs the $3.48 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $1.95-$2.15 excluding non-recurring items vs. $1.82 FactSet Consensus; sees Q1 revs of $3.85-$4.15 bln vs. $3.63 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of"
[X Link](https://x.com/MartyChargin/status/2016622394895716573) 2026-01-28T21:20Z 49.7K followers, [----] engagements
"$VIAV . Viavi beats by $0.03 beats on revs; guides MarQ EPS above consensus revs above consensus; announces restructuring plan which includes a 5% workforce reduction (21.03 +0.33) Reports Q2 (Dec) earnings of $0.22 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.19; revenues rose 36.4% year/year to $369.3 mln vs the $365.25 mln FactSet Consensus. Co issues upside guidance for Q3 (Mar) sees EPS of $0.22-0.24 excluding non-recurring items vs. $0.15 FactSet Consensus; sees Q3 revs of $386-400 mln vs. $353.50 mln FactSet Consensus. Restructuring Plan:Co"
[X Link](https://x.com/MartyChargin/status/2016627268886683716) 2026-01-28T21:39Z 49.7K followers, [----] engagements
"$HON . Honeywell beats by $0.05 misses on revs; guides FY26 EPS in-line revs in-line (216.64) Reports Q4 (Dec) earnings of $2.59 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.54; revenues rose 6.4% year/year to $9.76 bln vs the $9.96 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $10.35-10.65 excluding non-recurring items vs. $10.44 FactSet Consensus; sees FY26 revs of $38.8-39.8 bln vs. $39.64 bln FactSet Consensus. Honeywell Aerospace Spin-Off Now Expected in Third Quarter 2026"
[X Link](https://x.com/MartyChargin/status/2016830111014682637) 2026-01-29T11:05Z 49.7K followers, [----] engagements
"$PHM . PulteGroup reports Q4 (Dec) results beats on revs (123.27) Reports Q4 (Dec) earnings of $2.56 per share may not be comparable to the FactSet Consensus of $2.82; revenues fell 6.3% year/year to $4.61 bln vs the $4.34 bln FactSet Consensus.Reported net income for the period includes: a pre-tax charge of $81 million or $0.31 per share associated with the intended divestiture of certain manufacturing assets; pre-tax land impairment charges totaling $35 million or $0.14 per share; and a pre-tax insurance benefit of $34 million or $0.13 per share. Net New Orders increased 4% to [----] homes"
[X Link](https://x.com/MartyChargin/status/2016852901243797734) 2026-01-29T12:36Z 49.7K followers, [----] engagements
"@VenkatP1359 $AU $ORLA . The melt-up continues. Put AngloGold Ashanti on leader list last July at $46.71. an amazing run"
[X Link](https://x.com/MartyChargin/status/2016856852534087952) 2026-01-29T12:51Z 49.7K followers, [---] engagements
"$MA . Mastercard beats by $0.51 reports revs in-line (521.37) Reports Q4 (Dec) earnings of $4.76 per share excluding non-recurring items $0.51 better than the FactSet Consensus of $4.25; revenues rose 17.5% year/year to $8.8 bln vs the $8.78 bln FactSet Consensus. Gross dollar volume growth of 7% on a local currency basis to $2.8 trillion. Cross-border volume growth of 14% on a local currency basis. Switched transactions growth of 10%. Total operating expenses increased 10% as compared to the same period in [----] primarily due to higher general and administrative expenses (which was tempered"
[X Link](https://x.com/MartyChargin/status/2016862539326566894) 2026-01-29T13:14Z 49.7K followers, [----] engagements
"$IBM $GM . This is really starting to have a 1960s feel to it😂🤣. Go Big Blue"
[X Link](https://x.com/MartyChargin/status/2016891800758472823) 2026-01-29T15:10Z 49.7K followers, [----] engagements
"@VenkatP1359 $TTMI Yes indeed a few of its pack leaders got whacked this week . . Sanmina and Celestica"
[X Link](https://x.com/MartyChargin/status/2016958412077273341) 2026-01-29T19:35Z 49.7K followers, [---] engagements
"$KLAC . KLA Corporation beats by $0.06 beats on revs; guides Q3 EPS in-line revs in-line (1684.71 +57.51) Reports Q2 (Dec) earnings of $8.85 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $8.79; revenues rose 7.1% year/year to $3.3 bln vs the $3.25 bln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $8.30-9.86 excluding non-recurring items vs. $8.97 FactSet Consensus; sees Q3 revs of $3.20-3.50 bln vs. $3.29 bln FactSet Consensus.GAAP gross margin is expected to be in a range of 60.62% +/- 1.00%. Non-GAAP gross margin is expected to be in a"
[X Link](https://x.com/MartyChargin/status/2016982228082028903) 2026-01-29T21:10Z 49.7K followers, [----] engagements
"$SNDK . Not a typo. Sandisk beats by $2.58 beats on revs; guides Q3 EPS above consensus revs above consensus (539.30 +11.67) Reports Q2 (Dec) earnings of $6.20 per share $2.58 better than the FactSet Consensus of $3.62; revenues rose 61.2% year/year to $3.02 bln vs the $2.69 bln FactSet Consensus. Non-GAAP gross margin of 51.1% up [----] ppt qtr/qtr. Datacenter revenue was up 64% sequentially driven by strong adoption among AI infrastructure builders semi-custom customers and technology companies deploying AI at scale. Co issues upside guidance for Q3 sees EPS of $12.00-$14.00 excluding"
[X Link](https://x.com/MartyChargin/status/2016983514470846793) 2026-01-29T21:15Z 49.7K followers, 15.7K engagements
"$DECK . Deckers Outdoor beats by $0.56 beats on revs; guides FY26 EPS above consensus revs above consensus (99.87 +2.25) Reports Q3 (Dec) earnings of $3.33 per share excluding non-recurring items $0.56 better than the FactSet Consensus of $2.77; revenues rose 7.1% year/year to $1.96 bln vs the $1.87 bln FactSet Consensus. HOKA brand net sales increased 18.5% to $628.9 million compared to $530.9 million. UGG brand net sales increased 4.9% to $1.305 billion compared to $1.244 billion. Co issues upside guidance for FY26 sees EPS of $6.80-$6.85 excluding non-recurring items vs. $6.41 FactSet"
[X Link](https://x.com/MartyChargin/status/2016983765458047144) 2026-01-29T21:16Z 49.7K followers, [----] engagements
"$AAPL . Apple beats by $0.17 beats on revs; iPhone revenues well above estimates; China revenue surges 38% (258.01 +1.57) Reports Q1 (Dec) earnings of $2.84 per share excluding non-recurring items $0.17 better than the FactSet Consensus of $2.67; revenues rose 15.7% year/year to $143.76 bln vs the $138.39 bln FactSet Consensus. Apple reports Q1 (Dec) iPhone revenue of $85.3 bln vs. $78.65 bln Wall Street ests Apple reports Q1 (Dec) Services revenue of $30.01 bln vs. $30.07 bln Wall Street ests. Co reports Q1 (Dec) gross margin 48.2% versus 47.5% Wall Street ests. Co reports Q1 (Dec) China"
[X Link](https://x.com/MartyChargin/status/2016993318287323647) 2026-01-29T21:54Z 49.7K followers, [----] engagements
"$GEV . GE Vernova Files For Mixed Shelf Offering Size Not Disclosed"
[X Link](https://x.com/MartyChargin/status/2017006458446237702) 2026-01-29T22:46Z 49.7K followers, [----] engagements
"$AXP . American Express misses by $0.01 reports revs in-line; guides FY26 EPS in-line revs in-line (358.50) Reports Q4 (Dec) earnings of $3.53 per share excluding non-recurring items $0.01 worse than the FactSet Consensus of $3.54; revenues rose 10.5% year/year to $18.98 bln vs the $18.93 bln FactSet Consensus. Total Billed Business: +8% for Goods & Services +8% for Travel & Entertainment. Transaction Growth of 9%. Dividend Increase: Plans to increase quarterly dividend per common share by 16% to $0.95. Co issues in-line guidance for FY26 sees EPS of $17.30-$17.90 vs. $17.44 FactSet"
[X Link](https://x.com/MartyChargin/status/2017208167093133362) 2026-01-30T12:07Z 49.7K followers, [----] engagements
"$SOFI . SoFi Technologies beats by $0.01 beats on revs; guides Q1 EPS in-line revs in-line; guides FY26 EPS above consensus revs above consensus (24.36-0.24) Reports Q4 (Dec) earnings of $0.13 per share $0.01 better than the FactSet Consensus of $0.12; revenues rose 39.6% year/year to $1.03 bln vs the $0.98 bln FactSet Consensus.SoFi added a record [-------] members in the fourth quarter of [----] bringing total members to [----] million up 35% from [----] million at the end of the same prior year period. Co issues in-line guidance for Q1 sees EPS of $0.12 excluding non-recurring items vs. $0.12"
[X Link](https://x.com/MartyChargin/status/2017209417994023125) 2026-01-30T12:12Z 49.7K followers, [----] engagements
"$CHTR . Charter Comm beats by $0.59 reports revs in-line(191.52) Reports Q4 (Dec) earnings of $10.34 per share $0.59 better than the FactSet Consensus of $9.75; revenues fell 2.3% year/year to $13.6 bln vs the $13.73 bln FactSet Consensus.Fourth quarter total Internet customers declined by [------]. As of December [--] [----] Charter served [----] million Internet customers. Fourth quarter total mobile lines1 increased by [------]. As of December [--] [----] Charter served [----] million mobile lines. Charter currently expects full year [----] capital expenditures to total approximately $11.4 billion."
[X Link](https://x.com/MartyChargin/status/2017218505985450150) 2026-01-30T12:49Z 49.7K followers, [----] engagements
"$IESC . IES Hldgs (NASDAQ:IESC) reported quarterly earnings of $3.71 per share which missed the analyst consensus estimate of $3.82 by [----] percent. This is a [-----] percent increase over earnings of $2.64 per share from the same period last year. The company reported quarterly sales of $871.000 million which missed the analyst consensus estimate of $876.000 million by [----] percent. This is a [-----] percent increase over sales of $749.500 million the same period last year. https://twitter.com/i/web/status/2017220584166568397 https://twitter.com/i/web/status/2017220584166568397"
[X Link](https://x.com/MartyChargin/status/2017220584166568397) 2026-01-30T12:57Z 49.7K followers, [----] engagements
"$AMR . Alpha Metallurgical Resources announces preliminary Q4 results (221.06) Co issues guidance for Q4 (Dec) sees EPS of $(1.34) may not be comparable to ($0.07) FactSet Consensus. Sees Q4 adj. EBITDA of $28.5 mln. "Our preliminary results for the fourth quarter reflect the challenging met coal market environment that persisted through the majority of 2025" said Andy Eidson Alpha's chief executive officer. While the low-vol met coal indexes improved in the fourth quarter the majority of that improvement did not occur until December. In addition U.S. East Coast high-vol indexes were down"
[X Link](https://x.com/MartyChargin/status/2017225474041381280) 2026-01-30T13:16Z 49.7K followers, [----] engagements
"$GEV . uh-huh"
[X Link](https://x.com/MartyChargin/status/2017248239301591229) 2026-01-30T14:47Z 49.7K followers, [----] engagements
"$BA . Boeing awarded a not-to-exceed $2.81 mln US Air Force contract for F-15 Republic of Korea aircraft upgrades"
[X Link](https://x.com/MartyChargin/status/2017364104026145180) 2026-01-30T22:27Z 49.7K followers, [----] engagements
"@epictrades1 $RR there was news with Microsoft & it rallied. They did a secondary (of course) and the stock sold off then the deal with Mr. Softy was challenged & down the crapper it went some folks will do anything for money😂🤣"
[X Link](https://x.com/MartyChargin/status/2017399582066676140) 2026-01-31T00:48Z 49.7K followers, [----] engagements
"@Roiet549111 $WDC $SNDK $MU $STX Yes they have run hard but its all over now right"
[X Link](https://x.com/MartyChargin/status/2017406843572916645) 2026-01-31T01:17Z 49.7K followers, [---] engagements
"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 61% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 143% in 2026"
[X Link](https://x.com/MartyChargin/status/2017564095076307148) 2026-01-31T11:42Z 49.7K followers, [----] engagements
"@RayDalio A terrible choice as he is compromised"
[X Link](https://x.com/MartyChargin/status/2018032009827013033) 2026-02-01T18:41Z 49.7K followers, [----] engagements
"@Crismo999 @RayDalio 😂🤣 ya know that the next fed governor will do what the administration wants the markets over reaction to the announcement on Friday was a grift . Errrr . Gift👍👍💯📈 especially the metals I expect a rebound this week"
[X Link](https://x.com/MartyChargin/status/2018047316041896089) 2026-02-01T19:42Z 49.7K followers, [---] engagements
"$RVTY . Revvity beats by $0.13 beats on revs; guides FY26 EPS above consensus revs above consensus (108.80) Reports Q4 (Dec) earnings of $1.70 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.57; revenues rose 5.9% year/year to $772.1 mln vs the $764.35 mln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $5.35-5.45 vs. $5.32 FactSet Consensus; sees FY26 revs of $2.96-2.99 bln vs. $2.93 bln FactSet Consensus. https://twitter.com/i/web/status/2018282794171187458 https://twitter.com/i/web/status/2018282794171187458"
[X Link](https://x.com/MartyChargin/status/2018282794171187458) 2026-02-02T11:18Z 49.7K followers, [----] engagements
"$DIS . Walt Disney beats by $0.06 beats on revs; provides outlook (112.80) Reports Q1 (Dec) earnings of $1.63 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $1.57; revenues rose 5.2% year/year to $25.98 bln vs the $25.7 bln FactSet Consensus. Guidance and Outlook: Q2 Fiscal 2026: Entertainment:Segment OI comparable to Q2 fiscal [----] SVOD operating income of approximately $500 million an increase of approximately $200 million compared to Q2 fiscal [----] Sports:Comparable revenue to Q2 fiscal [----] and a decline in segment OI of $100 million reflecting higher"
[X Link](https://x.com/MartyChargin/status/2018293884938567782) 2026-02-02T12:02Z 49.7K followers, [----] engagements
"$NSSC . Napco Security Systems beats by $0.06 reports revs in-line; Increases quarterly dividend by 7%(36.89) Reports Q2 (Dec) earnings of $0.38 per share $0.06 better than the FactSet Consensus of $0.32; revenues rose 12.4% year/year to $48.2 mln vs the $47.8 mln FactSet Consensus. Recurring service revenue increased 12.5% YoY to $23.8 million with a 90.2% gross margin. The Board declared a quarterly dividend of $0.15 per share a 7% increase from last quarter payable on April [--] [----] to shareholders of record on March [--] [----]. Addition of Chief Revenue Office:The Company announced that Joseph"
[X Link](https://x.com/MartyChargin/status/2018302888230142379) 2026-02-02T12:38Z 49.7K followers, [----] engagements
"@AndyFanter $DUK . Put a sweater and jacket on inside your homes😂🤣🤣😂. This is mandatory. and not a request🤣😂"
[X Link](https://x.com/MartyChargin/status/2018307437611385270) 2026-02-02T12:56Z 49.7K followers, [---] engagements
"$CIEN . Breaking gout of ascending base pattern"
[X Link](https://x.com/MartyChargin/status/2018371665714135283) 2026-02-02T17:11Z 49.7K followers, [----] engagements
"$MU $SNDK . Punxsutawney Phil saw his shadow predicting six more weeks of gains for Micron and Sandisk"
[X Link](https://x.com/MartyChargin/status/2018374378174767400) 2026-02-02T17:22Z 49.6K followers, [----] engagements
"$WWD . Woodward beats by $0.52 beats on revs; raises FY26 EPS and revenue guidance above consensus (327.25 +9.41) Reports Q1 (Dec) earnings of $2.17 per share excluding non-recurring items $0.52 better than the FactSet Consensus of $1.65; revenues rose 28.8% year/year to $996 mln vs the $890.11 mln FactSet Consensus. Co issues upside guidance for FY26 raises EPS to $8.20-8.60 excluding non-recurring items vs. $8.04 FactSet Consensus and vs. $7.50-8.00 prior guidance; raises FY26 revenue growth to +14-18% yr/yr from +7-12% which computes as $4.07-4.21 bln vs. $3.96 bln FactSet Consensus."
[X Link](https://x.com/MartyChargin/status/2018430727617225015) 2026-02-02T21:06Z 49.7K followers, [----] engagements
"$FN . This stock is F'N dumping😢📉. Fabrinet beats by $0.11 beats on revs; guides Q3 EPS above consensus revs above consensus (499.61 +10.17) Reports Q2 (Dec) earnings of $3.36 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $3.25; revenues rose 35.9% year/year to $1.13 bln vs the $1.08 bln FactSet Consensus. Co issues upside guidance for Q3 sees EPS of $3.45-3.60 excluding non-recurring items vs. $3.43 FactSet Consensus; sees Q3 revs of $1.15-1.20 bln vs. $1.13 bln FactSet Consensus. https://twitter.com/i/web/status/2018434575110996330"
[X Link](https://x.com/MartyChargin/status/2018434575110996330) 2026-02-02T21:21Z 49.7K followers, [----] engagements
"$RMBS . "Down Goes Frazier.errrr. Rambus. Rambus Reports Fourth Quarter and Fiscal Year [----] Financial Results (113.71 -0.12) Rambus Inc. (RMBS) a provider of industry-leading chips and IP making data faster and safer today reported financial results for the fourth quarter ended December [--] [----]. GAAP revenue for the fourth quarter was $190.2 million licensing billings were $71.5 million product revenue was $96.8 million and contract and other revenue was $21.8 million. The Company also generated $99.8 million in cash from operating activities in the fourth quarter."
[X Link](https://x.com/MartyChargin/status/2018436411754770763) 2026-02-02T21:28Z 49.7K followers, [----] engagements
"@InvestmentsPs $CIEN . Thank you for the feedback🙏. Please excuse the typos. Ciena does not have gout😂🤣"
[X Link](https://x.com/MartyChargin/status/2018437758017323042) 2026-02-02T21:33Z 49.6K followers, [--] engagements
"$TER . blowout. Teradyne beats by $0.42 beats on revs; guides Q1 EPS above consensus revs above consensus(249.53+8.48) Reports Q4 (Dec) earnings of $1.80 per share excluding non-recurring items $0.42 better than the FactSet Consensus of $1.38; revenues rose 43.9% year/year to $1.08 bln vs the $0.98 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $1.89-2.25 excluding non-recurring items vs. $1.29 FactSet Consensus; sees Q1 revs of $1.15-1.25 bln vs. $938.72 mln FactSet Consensus. "Our Q4 results were above the high end of our guidance range fueled by AI-related demand in"
[X Link](https://x.com/MartyChargin/status/2018443501265174984) 2026-02-02T21:56Z 49.7K followers, [----] engagements
"$MRAM . Everspin Technologies discloses that Avalanche Technology has filed a lawsuit against MRAM (13.24 +0.25) Co discloses it hasreceived notice that Avalanche Technology filed a lawsuit against the company in the US District Court for the District of Delaware and a patent infringement complaint with the US International Trade Commission Investigation. The complaints assert that the co's Spin-transfer Torque Magnetoresistive Random Access Memory products infringe Avalanche's U.S. Patent Nos. [-------] [-------] [--------] and [--------]. The claims in the Complaints do not implicate the Company's"
[X Link](https://x.com/MartyChargin/status/2018455560857977332) 2026-02-02T22:44Z 49.7K followers, [----] engagements
"@vwap88 $AEO . Yeah.I know what you mean. that stock is so darn sexy.errr. the stock. not the jeans"
[X Link](https://x.com/MartyChargin/status/2018459072564216067) 2026-02-02T22:58Z 49.6K followers, [--] engagements
"@MeisseliMeno $MRAM . Yeah. I do not believe it is a big issue. More important is their sales & earnings growth cash flow return on investment and shares sold short. They should be OK"
[X Link](https://x.com/MartyChargin/status/2018643179780915492) 2026-02-03T11:10Z 49.7K followers, [---] engagements
"$PEP . Coke no Pepsi. PepsiCo beats by $0.02 beats on revs; reaffirms outlook; announces dividend increase and new share repurchase program (155.20) Reports Q4 (Dec) earnings of $2.26 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $2.24; revenues rose 5.6% year/year to $29.34 bln vs the $28.98 bln FactSet Consensus. For [----] the Company continues to expect:Organic revenue to increase between [--] and 4%; Core constant currency EPS to increase between [--] and 6%; Capital spending to be below 5% of net revenue; and A free cash flow conversion ratio of at least"
[X Link](https://x.com/MartyChargin/status/2018645969336926631) 2026-02-03T11:21Z 49.7K followers, [----] engagements
"$XOM . The Landman Trade.🤣. Exxon Mobil target raised to $145 at TD Cowen (138.36) TD Cowen raises their XOM tgt to $145 from $135. Analyst Jason Gabelman said "XOM underperformed off its print after a strong ytd run with chems disappointing and guide for elevated 1Q26 maintenance. However medium-term guidance was unchanged while FY26 Permian production appears light. M&A was not discussed though we wonder if the timing is right to execute another transaction given XOM equity strength. Maintain Top Pick raise PT to $145." https://twitter.com/i/web/status/2018650498585526273"
[X Link](https://x.com/MartyChargin/status/2018650498585526273) 2026-02-03T11:39Z 49.7K followers, [----] engagements
"$CPRI . Its in the bag🤣😂. Capri Holdings beats by $0.03 beats on revs; guides FY26 EPS in-line revs in-line (23.14) Reports Q3 (Dec) earnings of $0.81 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.78; revenues fell 4.0% year/year to $1.02 bln vs the $1 bln FactSet Consensus. Co narrowsguidance for FY26 sees EPS of $1.30 to $1.40 from $1.20 to $1.40 excluding non-recurring items vs. $1.38 FactSet Consensus; sees FY26 revs of $3.45 bln to $3.475 bln from $3.375 bln to $3.45 bln vs. $3.46 bln FactSet Consensus."
[X Link](https://x.com/MartyChargin/status/2018654502073897152) 2026-02-03T11:55Z 49.7K followers, [----] engagements
"$PNR . Pentair beats by $0.02 beats on revs; guides Q1 EPS below consensus revs below consensus; guides FY26 EPS in-line revs in-line (105.51) Reports Q4 (Dec) earnings of $1.18 per share $0.02 better than the FactSet Consensus of $1.16; revenues rose 4.9% year/year to $1.02 bln vs the $1.01 bln FactSet Consensus. Co issues downside guidance for Q1 sees EPS of $1.15-$1.18 excluding non-recurring items vs. $1.23 FactSet Consensus; sees Q1 revs growth of 1-2% equating to revenue of $1.02-$1.03 bln vs. $1.05 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $5.25-$5.40"
[X Link](https://x.com/MartyChargin/status/2018655430285939084) 2026-02-03T11:58Z 49.7K followers, [----] engagements
"$HUBB . Hubbell beats by $0.02 reports revs in-line; guides FY26 EPS in-line revs in-line (495.59) Reports Q4 (Dec) earnings of $4.73 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $4.71; revenues rose 11.9% year/year to $1.49 bln vs the $1.49 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $19.15-19.85 vs. $19.85 FactSet Consensus; sees FY26 revs of $7-9% yr/yr to $6.25-6.37 bln vs. $6.3 bln FactSet Consensus. https://twitter.com/i/web/status/2018664834565574811 https://twitter.com/i/web/status/2018664834565574811"
[X Link](https://x.com/MartyChargin/status/2018664834565574811) 2026-02-03T12:36Z 49.7K followers, [----] engagements
"@gmorton512 $TER $PLTR $DVA $FN $GLXY $PYPL $RMBS . Yo Greg. ya might say that we are seeing a sequel. to the Good The Bad and the Ugly"😂🤣"
[X Link](https://x.com/MartyChargin/status/2018678198704214399) 2026-02-03T13:29Z 49.7K followers, [---] engagements
"$MU . This stock is trading at $420. that must be a . sign .right"
[X Link](https://x.com/MartyChargin/status/2018710887629017195) 2026-02-03T15:39Z 49.7K followers, [----] engagements
"@epictrades1 $CRWD $TWLO . The same thing happened in [----]. these are high valuation equities"
[X Link](https://x.com/MartyChargin/status/2018756632910647362) 2026-02-03T18:41Z 49.7K followers, [----] engagements
"@chung55 $TOST . Would you say that TOST . is Burnt Toast🤣😂 who da fool recommending this junk"
[X Link](https://x.com/MartyChargin/status/2018784745027772572) 2026-02-03T20:32Z 49.7K followers, [---] engagements
"@Pat1Hash8368 $CSCO that stock was one of the all-time big winners in the stock market I refer to that chart often"
[X Link](https://x.com/MartyChargin/status/2018878041230131337) 2026-02-04T02:43Z 49.7K followers, [--] engagements
"$YUMC . um China beats by $0.10 beats on revs; provides outlook and capital return update (50.74) Reports Q4 (Dec) earnings of $0.40 per share $0.10 better than the FactSet Consensus of $0.30; revenues rose 8.8% year/year to $2.82 bln vs the $2.72 bln FactSet Consensus.Same-store sales grew 3% YoY the third consecutive quarter of growth. Same-store transactions grew 4% YoY the 12th consecutive quarter of growth. [----] Outlook - The Company targets:Total stores of over [-----] or more than [----] net new stores. 40-50% franchise mix of net new stores for both KFC and Pizza Hut. Capital expenditures"
[X Link](https://x.com/MartyChargin/status/2019008255398383676) 2026-02-04T11:20Z 49.7K followers, [----] engagements
"$GEHC . GE HealthCare beats by $0.04 beats on revs; guides FY26 EPS above consensus (78.78) Reports Q4 (Dec) earnings of $1.44 per share excluding non-recurring items $0.04 better than the FactSet Consensus of $1.40; revenues rose 7.1% year/year to $5.7 bln vs the $5.61 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $4.95-5.15 excluding non-recurring items vs. $4.94 FactSet revenue growth of 3.0% to 4.0% year-over-year Adjusted EBIT margin of 15.8% to 16.1% reflecting an expansion of [--] bps to [--] bps year-over-year Free cash flow of approximately $1.7 billion Expect"
[X Link](https://x.com/MartyChargin/status/2019010049444565048) 2026-02-04T11:28Z 49.7K followers, [----] engagements
"$SLAB . SLAB Shares of chip designer Silicon Laboratories SLAB.O jumps 32.6% to $181.15 premarket. The Chipmaker Texas Instruments TXN.O in advance talks to buy SLAB for about $7 bln source tells Reuters. TXN and SLAB did not immediately respond to Reuters' requests for comment. Potential deal comes as chipmakers benefit from surge in demand from technology companies ramping up compute infrastructure to power their AI ambitions. Deal could be announced in coming days source says. If finalized it would be TXN's biggest acquisition in over a decade."
[X Link](https://x.com/MartyChargin/status/2019011632547205295) 2026-02-04T11:34Z 49.7K followers, [----] engagements
"$BSX . Boston Scientific beats by $0.02 reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS in-line (91.62) Reports Q4 (Dec) earnings of $0.80 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $0.78; revenues rose 15.9% year/year to $5.29 bln vs the $5.28 bln FactSet Consensus. Co issues in-line guidance for Q1 sees EPS of $0.78-0.80 excluding non-recurring items vs. $0.80 FactSet Consensus.The company estimates net sales growth for the first quarter of [----] versus the prior year period to be approximately [----] to [----] percent on a reported basis and"
[X Link](https://x.com/MartyChargin/status/2019011832955220456) 2026-02-04T11:35Z 49.7K followers, [----] engagements
"$COR . pretty chart. Cencora beats by $0.03 reports revs in-line; reaffirms FY26 EPS guidance guides FY26 revs above consensus (361.75) Reports Q1 (Dec) earnings of $4.08 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $4.05; revenues rose 5.5% year/year to $85.93 bln vs the $86.06 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $17.45-17.75 excluding non-recurring items vs. $17.61 FactSet Consensus; sees FY26 revs of +7-9% yr/yr to $343.8-350.2 bln vs. $341.01 bln FactSet Consensus. https://twitter.com/i/web/status/2019014115059249359"
[X Link](https://x.com/MartyChargin/status/2019014115059249359) 2026-02-04T11:44Z 49.7K followers, [----] engagements
"$RTX . Department of War🤔. RTX's Raytheon partners with Department of War on five landmark agreements to expand critical munition production (203.50) The Co. entered into five landmark framework agreements with the U.S. Department of War to significantly increase production capacity and speed deliveries of Land Attack and Maritime Strike variants of Tomahawk AMRAAM missiles Standard Missile-3 Block IB interceptors (SM-3 IB) Standard Missile-3 Block IIA interceptors and Standard Missile-6. As global demand for these precision munitions continues to grow these up-to-seven-year agreements"
[X Link](https://x.com/MartyChargin/status/2019014991173849174) 2026-02-04T11:47Z 49.7K followers, [----] engagements
"$LLY . Eli Lilly beats by $0.63 beats on revs; guides FY26 EPS above consensus revs above consensus (1003.46) Reports Q4 (Dec) earnings of $7.54 per share excluding non-recurring items $0.63 better than the FactSet Consensus of $6.91; revenues rose 42.6% year/year to $19.29 bln vs the $17.94 bln FactSet Consensus.For Q4 [----] worldwide Mounjaro revenue increased 110% to $7.4 billion. U.S. revenue was $4.1 billion an increase of 57% reflecting strong demand partially offset by lower realized prices. Revenue outside the U.S. increased to $3.3 billion compared with $899 million in Q4 2024"
[X Link](https://x.com/MartyChargin/status/2019015560294773147) 2026-02-04T11:49Z 49.7K followers, [----] engagements
"@aplumbob $GEHC $GEV . It certainly has not performed like GE Vernova. good luck👍👍"
[X Link](https://x.com/MartyChargin/status/2019026593193300302) 2026-02-04T12:33Z 49.6K followers, [--] engagements
"$BUD . When Do You Say. Budweiser . When it makes new highs. like today😂🤣🍺🍻.Ill drink to that"
[X Link](https://x.com/MartyChargin/status/2019064500230783138) 2026-02-04T15:04Z 49.7K followers, [----] engagements
"@Vera_Icona_23 @stamatoudism $LITE $COHR . Yo George. Thank you very much"
[X Link](https://x.com/MartyChargin/status/2019068622082068510) 2026-02-04T15:20Z 49.7K followers, [---] engagements
"$BE Pulling back into the print tomorrow📉. everyone loved it on Tuesday📈👍. and hates it on Wednesday🤣"
[X Link](https://x.com/MartyChargin/status/2019073217554432364) 2026-02-04T15:39Z 49.7K followers, [----] engagements
"$DJIA . Does everyone hav their Dow Jones Industrial Average [-----] hats/shirts🤣😂"
[X Link](https://x.com/MartyChargin/status/2019075381106819411) 2026-02-04T15:47Z 49.7K followers, [----] engagements
"$BLBD . Blue Bird beats by $0.21 beats on revs; reaffirms FY26 revs guidance (49.69 -2.75) Reports Q1 (Dec) earnings of $1.00 per share excluding non-recurring items $0.21 better than the FactSet Consensus of $0.79; revenues rose 6.1% year/year to $333.08 mln vs the $326.87 mln FactSet Consensus. Co reaffirms guidance for FY26 sees FY26 revs of approximately $1.50 bln vs. $1.52 bln FactSet raises FY26 adj. EBITDA guidance to $225 mln. Additionally co is reiterating its long-term profit outlook towards an Adjusted EBITDA margin of 16%+ on $2 billion in revenue. http://Consensus.Co"
[X Link](https://x.com/MartyChargin/status/2019156107248431204) 2026-02-04T21:08Z 49.7K followers, [----] engagements
"$KLIC . Kulicke & Soffa beats by $0.11 beats on revs; guides Q2 EPS above consensus revs above consensus (55.67 -1.53) Reports Q1 (Dec) earnings of $0.44 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $0.33; revenues rose 20.2% year/year to $199.7 mln vs the $190 mln FactSet Consensus. Co issues upside guidance for Q2 sees EPS of $0.60-0.74 excluding non-recurring items vs. $0.35 FactSet Consensus; sees Q2 revs of $220-240 mln vs. $191.45 mln FactSet Consensus. Lester Wong Kulicke & Soffa's Interim Chief Executive Officer and Chief Financial Officer stated"
[X Link](https://x.com/MartyChargin/status/2019156842879021355) 2026-02-04T21:11Z 49.7K followers, [----] engagements
"$ELF . e.l.f. Beauty beats by $0.52 beats on revs; guides FY26 EPS above consensus revs above consensus (84.60 -0.22) Reports Q3 (Dec) earnings of $1.24 per share excluding non-recurring items $0.52 better than the FactSet Consensus of $0.72; revenues rose 37.8% year/year to $489.51 mln vs the $461.84 mln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $3.05-$3.10 excluding non-recurring items (from prior $2.80-$2.85) vs. $2.87 FactSet Consensus; sees FY26 revs of $1.600-$1.612 mln (from prior $1.55-$1.57 bln) vs. $1.57 bln FactSet Consensus."
[X Link](https://x.com/MartyChargin/status/2019158306762428789) 2026-02-04T21:17Z 49.7K followers, [----] engagements
"$FLNC . OOPS. Fluence misses by $0.13 misses on revs; reaffirms FY26 revs guidance (28.99 -3.24) Reports Q1 (Dec) loss of $(0.34) per share $0.13 worse than the FactSet Consensus of ($0.21); revenues rose 154.4% year/year to $475.23 mln vs the $481.24 mln FactSet Consensus. Co reaffirms guidance for FY26 sees FY26 revs of $3.20-3.60 bln vs. $3.35 bln FactSet Consensus. "Accelerating data center growth utility demand and rising industrial loads continue to drive energy storage demand globally reflected in our pipeline which has grown by approximately 30% to $30 billion since September 2025""
[X Link](https://x.com/MartyChargin/status/2019159085489475926) 2026-02-04T21:20Z 49.7K followers, [----] engagements
"@MalibuInvest $ELF . Yo Mr. Boom. I am so excited.😂🤣"
[X Link](https://x.com/MartyChargin/status/2019166624885141609) 2026-02-04T21:50Z 49.7K followers, [---] engagements
"$TTMI . Q4 [----] Earnings Call Guidance Q1 [----] net sales: projected range of $770M to $810M. Q1 [----] non-GAAP EPS: projected range of $0.64 to $0.70 per diluted share. FY [----] total net sales: expected to increase in the range of 15% to 20% over [----] total net sales. Q1 [----] diluted share count assumption: approximately 106.7M shares including the dilutive effect of outstanding stock options and other stock awards. Q1 [----] SG&A expense: expected to be about 8.5% of net sales. Q1 [----] R&D expenditures: expected to be about 1% of net sales. Q1 [----] interest expense: expected to be approximately"
[X Link](https://x.com/MartyChargin/status/2019178705353077146) 2026-02-04T22:38Z 49.7K followers, [----] engagements
"@VenkatP1359 $TTMI . Yo Venkat.That stock looks good"
[X Link](https://x.com/MartyChargin/status/2019183849834705041) 2026-02-04T22:58Z 49.7K followers, [---] engagements
"$BMY . Bristol-Myers beats by $0.03 beats on revs; guides FY26 EPS above consensus revs in-line; increases dividend (57.62) Reports Q4 (Dec) earnings of $1.26 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $1.23; revenues rose 1.3% year/year to $12.5 bln vs the $12.28 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $6.05 to $6.35 excluding non-recurring items vs. $6.02 FactSet Consensus; sees FY26 revs of $46.0 bln to $47.5 bln vs. $44.18 bln FactSet Consensus. Dividend increased by 1.6% to $0.63."
[X Link](https://x.com/MartyChargin/status/2019388086346813589) 2026-02-05T12:30Z 49.7K followers, [----] engagements
"$CMI . Cummins beats by $0.71 beats on revs; guides FY26 revs in-line (605.63 +2.94) Reports Q4 (Dec) earnings of $5.81 per share excluding non-recurring items $0.71 better than the FactSet Consensus of $5.10; revenues rose 1.1% year/year to $8.54 bln vs the $8.11 bln FactSet Consensus. Co issues in-line guidance for FY26 sees FY26 revs growing +3-8% which we compute as $34.68-36.36 bln vs. $35.01 bln FactSet Consensus. Co also guides to FY26 EBITDA margin of 17-18% up from 16% in 2025."In [----] we anticipate that demand will be slightly better in the North America on-highway truck markets"
[X Link](https://x.com/MartyChargin/status/2019390204830969874) 2026-02-05T12:38Z 49.7K followers, [----] engagements
"$TPR .Its in the bags. apestry beats by $0.47 beats on revs; raises FY26 EPS above consensus revs above consensus; increases share buyback plan for FY26(129.92) Reports Q2 (Dec) earnings of $2.69 per share excluding non-recurring items $0.47 better than the FactSet Consensus of $2.22; revenues rose 14.0% year/year to $2.5 bln vs the $2.32 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $6.40-6.45 vs. $5.68 FactSet Consensus and prior guidance of $5.45-5.60; sees FY26 revs of over $7.75 bln vs. $7.4 bln FactSet Consensus and prior guidance for revenues in the area of $7.3"
[X Link](https://x.com/MartyChargin/status/2019395975123726477) 2026-02-05T13:01Z 49.7K followers, [----] engagements
"@MalibuInvest $LLY"
[X Link](https://x.com/MartyChargin/status/2019400324394737945) 2026-02-05T13:18Z 49.7K followers, [---] engagements
"$SIRI . Sirius XM reports Q4 (Dec) results revs in-line; guides FY26 revs in-line (20.73) Reports Q4 (Dec) earnings of $0.24 per share may not be comparable to the FactSet Consensus of $0.78; revenues rose 0.1% year/year to $2.19 bln vs the $2.17 bln FactSet Consensus. "As we look to [----] our focus remains on financial discipline a low-to-mid 3x leverage ratio and continued free cash flow growth toward our $1.5 billion [----] objective." Co issues in-line guidance for FY26 sees FY26 revs of $8.5 bln vs. $8.55 bln FactSet Consensus. Adjusted EBITDA of approximately $2.6 billion and Free cash"
[X Link](https://x.com/MartyChargin/status/2019401423201653025) 2026-02-05T13:23Z 49.7K followers, [----] engagements
"$TPR . It must be the shoes🤔🤔 .errr. Oh no. it is all in the bags😂🤣"
[X Link](https://x.com/MartyChargin/status/2019481007393829242) 2026-02-05T18:39Z 49.7K followers, [----] engagements
"@smartertrader $MU . When does the CEO of Micron come out and issue some raised guidance for the quarter and the year Only a matter of time"
[X Link](https://x.com/MartyChargin/status/2019481378383945797) 2026-02-05T18:40Z 49.6K followers, [----] engagements
"$GOLD . halted. news pending"
[X Link](https://x.com/MartyChargin/status/2019509050812297572) 2026-02-05T20:30Z 49.7K followers, [----] engagements
"@dana_marlane $HOOD embrace the lower prices I guess🤔🤔📉"
[X Link](https://x.com/MartyChargin/status/2019516543059784060) 2026-02-05T21:00Z 49.6K followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MartyChargin Marty Chargin
Marty Chargin posts on X about beats by, rose, stocks, share the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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- [--] Months [---------] -26%
- [--] Year [----------] -8%
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- [--] Week [---] -20%
- [--] Month [-----] +32%
- [--] Months [-----] +1.20%
- [--] Year [-----] +23%
Followers: [------] #
- [--] Week [------] +0.19%
- [--] Month [------] +0.75%
- [--] Months [------] +5.70%
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Social Influence
Social category influence stocks 63.19% finance 20.87% cryptocurrencies 9.84% technology brands 5.71% countries 2.17% exchanges #5454 social networks 0.79% currencies 0.79% travel destinations 0.79% automotive brands 0.59%
Social topic influence beats by #59, rose 12.2%, stocks #1201, share #1925, dec #57, $mu #36, $sndk #30, top performing #5, $bros #63, up to 2.76%
Top accounts mentioned or mentioned by @malibuinvest @gmorton512 @andyfanter @venkatp1359 @dullesparis @crismo999 @ballerdk22 @chung55 @sergiustrading @smartertrader @pat1hash8368 @floridatrader2 @pisani777 @sp3cul8r @epictrades1 @baconbuttyman @vwap88 @newsfromwsb @runkmcc @anandragn
Top assets mentioned Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Dutch Bros, Inc. (BROS) TTM Technologies Inc (TTMI) Bloom Energy Corporation (BE) Vertiv Holdings Co (VRT) Immunome, Inc. (IMNM) Ciena Corporation (CIEN) Coherent Inc (COHR) Medline Inc. (MDLN) Amphenol Corporation (APH) Fastly, Inc. (FSLY) Lumentum Holdings Inc. Common Stock (LITE) Brinker International, Inc. (EAT) Sterling Infrastructure, Inc. Common Stock (STRL) Karman Holdings Inc (KRMN) GE Vernova Inc. (GEV) Viavi Solutions Inc. Common Stock (VIAV) American Eagle Outfitters (AEO) Crocs, Inc. (CROX) Tidewater, Inc. (TDW) Exxon Mobil (XOM) Bristol-Myers Squibb Co (BMY) AppLovin Corporation (APP) Howmet Aerospace Inc (HWM) aelf (ELF) Astera Labs, Inc. (ALAB) Stacks (STX) PancakeSwap (CAKE) AngloGold Ashanti Limited (AU) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Allegro Microsystems Inc (ALGM) Validity (VAL) Weatherford International plc Ordinary Shares (WFRD) Cisco Systems Inc (CSCO) Applied Materials, Inc. (AMAT) Western Digital Corp (WDC) General Electric Company (GE) CatCoin (CAT) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Coldstack (CLS)
Top Social Posts
Top posts by engagements in the last [--] hours
"$PINS . piling on this morning. Pinterest (PINS) downgraded to Hold from Buy at Loop Capital tgt $18 Pinterest (PINS) downgraded to In Line from Outperform at Evercore ISI tgt $25 Pinterest (PINS) downgraded to Neutral from Buy at BofA Securities tgt $19 Pinterest (PINS) downgraded to Neutral from Buy at Citigroup tgt $19 Pinterest (PINS) downgraded to Neutral from Outperform at Robert W. Baird tgt $20 Pinterest (PINS) downgraded to Neutral from Overweight at JPMorgan tgt $20"
X Link 2026-02-13T12:55Z 49.7K followers, [----] engagements
"$ADP . Automatic Data beats by $0.05 reports revs in-line; guides FY26 EPS in-line revs in-line (254.51 -3.66) Reports Q2 (Dec) earnings of $2.62 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.57; revenues rose 6.2% year/year to $5.36 bln vs the $5.34 bln FactSet Consensus. Co narrows guidance for FY26 sees EPS of +9-10% yr/yr or $10.88 to $10.98 from +8-10% excluding non-recurring items vs. $10.92 FactSet Consensus; sees FY26 revs of +6% yr/yr or $21.79 bln from +5-6% vs. $21.75 bln FactSet Consensus. https://twitter.com/i/web/status/2016488304884269178"
X Link 2026-01-28T12:27Z 49.7K followers, [----] engagements
"$AEP . American Electric beats by $0.05 beats on revs; guides FY26 EPS in-line (122.25) Reports Q4 (Dec) earnings of $1.19 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $1.14; revenues rose 13.2% year/year to $5.31 bln vs the $4.89 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $6.15-6.45 excluding non-recurring items vs. $6.32 FactSet Consensus.Reaffirmslong-term operating earnings growth rate of 7% to 9% https://twitter.com/i/web/status/2021918269670932632 https://twitter.com/i/web/status/2021918269670932632"
X Link 2026-02-12T12:04Z 49.7K followers, [----] engagements
"$AAP . Advance Auto beats by $0.44 reports revs in-line; guides FY26 EPS in-line revs below consensus (58.22) Reports Q4 (Dec) earnings of $0.86 per share excluding non-recurring items $0.44 better than the FactSet Consensus of $0.42; revenues fell 1.2% year/year to $1.97 bln vs the $1.95 bln FactSet Consensus.Q4'25 comparable sales growth of 1.1%; Positive sales performance in the last eight weeks Co issues guidance for FY26 sees EPS of $2.40-3.10 vs. $2.72 FactSet Consensus; sees FY26 revs of $8.49-8.58 bln vs. $8.68 bln FactSet Consensus.Comparable store sales (52 weeks): +1-2%"
X Link 2026-02-13T11:37Z 49.7K followers, [----] engagements
"$MRNA . Moderna beats by $0.43 beats on revs; guides FY26 revs above consensus (40.11) Reports Q4 (Dec) loss of $2.11 per share $0.43 better than the FactSet Consensus of ($2.54); revenues fell 33.2% year/year to $645 mln vs the $635.15 mln FactSet Consensus. Co issues upside guidance for FY26 sees FY26 revs of +10% yr/yr to $2.14 bln vs. $2.02 bln FactSet Consensus. https://twitter.com/i/web/status/2022284042436272613 https://twitter.com/i/web/status/2022284042436272613"
X Link 2026-02-13T12:17Z 49.7K followers, [----] engagements
"@MalibuInvest $BROS "
X Link 2026-02-13T18:53Z 49.7K followers, [---] engagements
"@OMillionaires No"
X Link 2026-02-13T21:52Z 49.7K followers, [---] engagements
"$APH $CIEN $DHI $TDW These are a few of the winning stocks selections at last week. we had a loser in $RCL as well. but we keep our losses small The win rates have been excellent during this current choppy market. Check us out with a 25% discount. http://mcstockcharts.com http://mcstockcharts.com"
X Link 2026-02-14T14:06Z 49.7K followers, [----] engagements
"$VRT . A nice bounce today. earnings are scheduled for February 11"
X Link 2026-02-06T19:07Z 49.7K followers, [----] engagements
"$GILD . Gilead Sciences beats by $0.05 beats on revs; guides FY26 EPS in-line (147.23 -4.45) Reports Q4 (Dec) earnings of $1.86 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $1.81; revenues rose 4.7% year/year to $7.92 bln vs the $7.69 bln FactSet Consensus. Biktarvy (bictegravir 50mg/emtricitabine 200mg/tenofovir alafenamide ("TAF") 25mg) sales increased 5% to $4.0 billion in the fourth quarter [----] compared to the same period in [----] primarily driven by higher demand and favorable inventory dynamics partially offset by lower average realized price."
X Link 2026-02-10T21:06Z 49.7K followers, [----] engagements
"$WEN . Wendy's beats by $0.02 beats on revs; guides FY26 EPS below consensus revs below consensus (7.27) Reports Q4 (Dec) earnings of $0.16 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $0.14; revenues fell 5.5% year/year to $543 mln vs the $537.19 mln FactSet Consensus. Global Same-Restaurant Sales Growth of (10.1)%; U.S. (11.3)% International (2.0)%.%. Co issues downside guidance for FY26 sees EPS of $0.56-$0.60 excluding non-recurring items vs. $0.86 FactSet Consensus; sees FY26 revs roughly flat yr/yr equating to revenue of $2176.9 vs. $2.23 bln"
X Link 2026-02-13T12:19Z 49.7K followers, [----] engagements
"@MalibuInvest @stonksamiam @Platjet1 $BROS . Yo Mr. Boom. you should be familiar with that by now. it is called the MinuteMan"🤣😂"
X Link 2026-02-13T15:18Z 49.7K followers, [---] engagements
"$FSLY $20 calls paying"
X Link 2026-02-13T17:47Z 49.7K followers, [----] engagements
"$MU $SNDK $LITE $CIEN I wonder. are these stocks in an uptrend🤔 That is a rhetorical question. I see folks buying stocks in clear downtrends. That makes me wonder. If ya need help check us out at I will allow for 25% off http://mcstockcharts.com http://mcstockcharts.com"
X Link 2026-02-13T18:38Z 49.7K followers, [----] engagements
"$FSLY . This is Fastly on a [--] minute chart📈. did someone say. squeeze""
X Link 2026-02-13T18:55Z 49.7K followers, [----] engagements
"$NCLH . Norwegian Cruise Line sailing sharply lower following CEO change and rising concerns about demand trends (21.82 -1.44) Norwegian Cruise Line (NCLH) is sailing sharply lower after announcing a CEO change after the close yesterday a development that is unsettling investors given the company's ongoing need to rebuild confidence around execution and demand trends. Leadership transitions often pressure shares in the near term as the market digests potential strategic shifts execution risk and uncertainty around continuity particularly in a capital-intensive highly competitive cruise"
X Link 2026-02-13T19:22Z 49.7K followers, [----] engagements
"$FSLY . This stock has made a massive move this week. A move not to be ignored. Dan"
X Link 2026-02-13T20:29Z 49.7K followers, [----] engagements
"@anandragn $XLE $XOM $SNDK. Yo Anand . Thank you for keeping it real. The oil and gas stocks are having a great start to [----]. good for them🙏. I am focused elsewhere. Oil Bros made me laugh🤣😂"
X Link 2026-02-14T12:11Z 49.7K followers, [---] engagements
"TOP PERFORMING INDUSTRY GROUPS [----] There have been some changes near the top of this list as the gold/silver and mining stocks fell back last week. The computer data storage telecom fiber optics and electronic parts industry groups are the top performing groups year to date. https://twitter.com/i/web/status/2022645017840619723 https://twitter.com/i/web/status/2022645017840619723"
X Link 2026-02-14T12:12Z 49.7K followers, [----] engagements
"#3 SEMICONDUCTOR EQUIPMENT The semiconductor equipment industry group is the third best performing group in [----]. This group has advanced 36% year to date. Ultra Clean Holdings (UCTT) is the top performing stock in this industry group and it has advanced 119% in 2026"
X Link 2026-02-14T12:14Z 49.7K followers, [----] engagements
"$ALMS . James B. Tananbaum 10% Owner Director on January [--] [----] executed a purchase for [------] shares in Alumis (ALMS) for $6999988. Following the Form [--] filing with the SEC Tananbaum has control over a total of [--------] common shares of the company with [--------] controlled indirectly. https://twitter.com/i/web/status/2011454257711726812 https://twitter.com/i/web/status/2011454257711726812"
X Link 2026-01-14T15:04Z 49.7K followers, [----] engagements
"$PEN . Boston Scientific (BSX) said Thursday it has agreed to acquire Penumbra (PEN) in a cash and stock deal for an enterprise value of $14.5 billion. Under the agreement Penumbra stockholders can receive either $374 in cash or [------] Boston Scientific shares subject to proration. The total transaction is expected to be paid around 73% in cash and about 27% in shares Boston Scientific said. Adam Elsesser Penumbra's chairman and chief executive officer has elected to receive Boston Scientific shares for his Penumbra shares the company added. Boston Scientific said it plans to finance the"
X Link 2026-01-15T13:05Z 49.7K followers, [----] engagements
"$RIO . Rio Tinto strengthens low-carbon aluminium footprint through joint acquisition of CBA stake (95.13) Rio Tinto and Aluminum Corporation of China Limited (Chalco) agreed to acquire Companhia Brasileira de Alumnio (CBA) via a JV owned 33% by Rio Tinto / 67% by Chalco purchasing Votorantim's 68.596% controlling stake. All-cash price of R$10.50 per share implies a 21.2% premium to the 20-day VWAP; values Votorantim's stake at $902.6 mln (Rio Tinto pro-rata $297.8 mln) subject to approvals and closing conditions. CBA is a vertically integrated low-carbon aluminium platform in Brazil powered"
X Link 2026-01-30T09:49Z 49.7K followers, [----] engagements
"$NE $CVX $WFRD $TDW . The Landman trade is working.🤣😂"
X Link 2026-02-04T15:30Z 49.7K followers, [----] engagements
"$ORLY . O'Reilly Auto misses by $0.02 reports revs in-line comps +5.6%; guides FY26 EPS below consensus revs in-line(96.74-0.36) Reports Q4 (Dec) earnings of $0.71 per share $0.02 worse than the FactSet Consensus of $0.73; revenues rose 7.8% year/year to $4.41 bln vs the $4.39 bln FactSet reports Q4 same store comps of +5.6%. Full year comps +4.7%. Co issues guidance for FY26 sees EPS of $3.10-3.20 vs. $3.32 FactSet Consensus; sees FY26 revs of $18.70-19.00 bln vs. $18.97 bln FactSet guides to FY26 comps of +3-5%. Co guides to net new store openings of 225-235 stores. Co guides to FY26"
X Link 2026-02-04T22:42Z 49.7K followers, [----] engagements
"$BMY . This stock is breaking out of a stage one base. and advanced 13% this week. Is Halleys Comet due this year😂🤣"
X Link 2026-02-06T21:00Z 49.7K followers, [----] engagements
"$GVA . Granite Constr beats by $0.19 beats on revs; guides FY26 revs above consensus (133.17) Reports Q4 (Dec) earnings of $1.40 per share excluding non-recurring items $0.19 better than the FactSet Consensus of $1.21; revenues rose 19.2% year/year to $1.17 bln vs the $1.15 bln FactSet Consensus. Co issues upside guidance for FY26 sees FY26 revs of $4.9-5.1 bln vs. $4.88 bln FactSet Consensus.Adjusted EBITDA margin in the range of 12.0% to 13.0% Capital expenditures of approximately $140 million to $160 million including approximately $50 million in planned strategic materials investments."
X Link 2026-02-12T11:59Z 49.7K followers, [----] engagements
"$CRSR . Corsair Gaming beats by $0.16 beats on revs; Authorizes a $50 mln stock repurchase program (4.58 -0.38) Reports Q4 (Dec) earnings of $0.43 per share $0.16 better than the FactSet Consensus of $0.27; revenues rose 5.6% year/year to $436.9 mln vs the $420.26 mln FactSet Consensus. The company also announced that its Board of Directors authorized the Company to repurchase up to $50 million of its outstanding common stock. https://twitter.com/i/web/status/2022054175274938511 https://twitter.com/i/web/status/2022054175274938511"
X Link 2026-02-12T21:04Z 49.7K followers, [----] engagements
"@Crismo999 $CSCO . 😂🤣🤣😂"
X Link 2026-02-13T19:04Z 49.7K followers, [---] engagements
"$ABBV . AbbVie beats by $0.06 beats on revs; guides FY26 EPS above consensus (225.63) Reports Q4 (Dec) earnings of $2.71 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $2.65; revenues rose 10.0% year/year to $16.62 bln vs the $16.41 bln FactSet net revenues from the immunology portfolio were $8.626 billion an increase of [----] percent on a reported basis. Global net revenues from the neuroscience portfolio were $2.961 billion an increase of [----] percent on a reported basis. Global net revenues from the oncology portfolio were $1.664 billion a decrease of 1.5"
X Link 2026-02-04T12:54Z 49.7K followers, [----] engagements
"$STRL . Stifel started coverage on Sterling Infrastructure (STRL) at Buy tgt $486; STRL is the largest excavating contractor in the US with a focus on site development highway and concrete slab work. They like the outsized exposure to secular growth themes including AI & cloud computing onshoring and e-commerce (together 50% of revenue). These large projects have higher barriers to entry and strong profitability profiles. STRL's track record scale vertical integration and technology leadership (BIM drones telematics) are all differentiators. They see an opportunity for the valuation discount"
X Link 2026-02-12T14:02Z 49.7K followers, [----] engagements
"$AMAT . Applied Materials on conference call; believes global semiconductor industry can reach $1 trillion in [----] several years ahead of prior predictions (328.39-11.49) Additionally its largest customers are giving increased longer term visibility. Based on this visibility co expects strong growth momentum to be carried into [----]. Co expects to grow its semiconductor equipment business more than 20% this calendar year and expectsthe fastest growing market segments in [----] to be HBM and 3D chip stacking. https://twitter.com/i/web/status/2022079078598418456"
X Link 2026-02-12T22:43Z 49.7K followers, 10.6K engagements
"$RDWR . Radware announces new $80 million share repurchase plan (26.39) Coannounced that its board of directors has authorized a new plan to repurchase up to $80 million of its issued and outstanding ordinary shares. The [----] Plan will expire on March [--] 2027"
X Link 2026-02-13T11:29Z 49.7K followers, [----] engagements
"$ONDS . Ondas Inc. secures new multi-million dollar european order for Iron Drone Raider (8.97) The co's subsidiary Airobotics has received a new multi-million dollar order from a major European customer in a NATO country for its Iron Drone Raider counter-UAS system. This follows Ondas' operational deployment of the system at a major European international airport part of a separate contract from the same customer. https://twitter.com/i/web/status/2022304991248261214 https://twitter.com/i/web/status/2022304991248261214"
X Link 2026-02-13T13:40Z 49.7K followers, [----] engagements
"$MU .That leading stock is trading back to $420 now. lets just close right there . and get this party started.🤣😂"
X Link 2026-02-13T18:40Z 49.7K followers, [----] engagements
"@MalibuInvest $BROS . Yo Mr. Boom. the higher coffee prices are impacting margins. tariffs on. tariffs off. tough to predict business in that type of environment. so she took the prudent route and guided conservatively. sandbagging essentially"
X Link 2026-02-14T12:00Z 49.7K followers, [---] engagements
"@smartertrader $MU $SNDK . Yes Sir💯"
X Link 2026-02-14T15:27Z 49.7K followers, [---] engagements
"$FUTY . The utility exchange traded fund looks good. that is usually a negative for my stocks"
X Link 2026-02-14T17:30Z 49.7K followers, [----] engagements
"$EWY . The Korean Barbecue is awesome. and the exchanged traded fund is nice too"
X Link 2026-02-14T17:33Z 49.7K followers, [----] engagements
"$TM Toyota Motor (TM) is looking at a 20% return on equity target for fiscal [----] doubling market forecasts of 11% Nikkei reported Wednesday citing an unnamed company executive. Shares of the company were up nearly 9% in recent Thursday premarket activity"
X Link 2024-12-26T12:47Z 49.7K followers, [----] engagements
"$WDC $SNDK . Sandisk is a recent spinoff from Western Digital. on the "watch list".for now"
X Link 2025-03-10T23:48Z 49.6K followers, [----] engagements
"$APP AppLovin Corp. retains Quinn Emanuel Firm to investigate recent short report activity AppLovin Corporation (NASDAQ: APP) ("AppLovin" or the "Company") today announced that it has retained Alex Spiro partner and Co-Chair of the Investigations Government Enforcement & White Collar Defense Practice at Quinn Emanuel Urquhart & Sullivan a nationally recognized legal firm with deep expertise in securities and corporate investigations to conduct an independent review and investigation into recent short report activity targeting the Company. https://twitter.com/i/web/status/1905594218955112800"
X Link 2025-03-28T12:14Z 49.7K followers, [----] engagements
"$IONS Ionis Pharma announces positive topline results from the pivotal Phase [--] CORE and CORE2 studies of olezarsen in people with severe hypertriglyceridemia. Up to 72% (p0.0001) placebo-adjusted mean reduction in fasting triglycerides.85% (p=0.0002) reduction in acute pancreatitis events the first and only time achieved for the treatment of sHTG.Favorable safety and tolerability profile.sNDA submission planned by end of year. https://twitter.com/i/web/status/1962858378931408914 https://twitter.com/i/web/status/1962858378931408914"
X Link 2025-09-02T12:41Z 49.7K followers, [----] engagements
"$MOH . OOPS . MOH Shares of U.S. health insurer Molina Healthcare MOH.N plunge 20% to $154.50 premarket after co cuts annual profit forecast citing higher medical costs CEO Joseph Zubretsky says half of company's underperformance is driven by Marketplace business which serves individuals under the Affordable Care Act also known as Obamacare. Co says it continues to experience much higher levels of utilization in Marketplace business offsetting strong margins in Medicaid. Elevance Health ELV.N had also flagged higher costs in Medicaid business as higher enrollment in government plans for"
X Link 2025-10-23T10:18Z 49.7K followers, [----] engagements
"$VLO $EQT $DK $IMO . Some of the oil and gas stocks are starting to heat up and look pretty decent"
X Link 2025-11-08T13:12Z 49.7K followers, [----] engagements
"$ARMK . Aramark (ARMK) reported fiscal Q4 adjusted earnings Monday of $0.57 per diluted share up from $0.54 a year earlier. Analysts polled by FactSet expected $0.64. Revenue for the quarter ended Oct. [--] was $5.05 billion compared with $4.42 billion a year earlier. Analysts surveyed by FactSet expected $5.16 billion. For fiscal [----] the company said it expects adjusted EPS of $2.18 to $2.28. Analysts polled by FactSet expect $2.27. Revenue for the fiscal year is projected to be $19.55 billion to $19.95 billion. Analysts surveyed by FactSet expect $19.69 billion."
X Link 2025-11-17T12:07Z 49.7K followers, [----] engagements
"$CELC $ARQT $VRDN $IMNM . Quite a few biotech/drug stocks continue to act well"
X Link 2025-11-21T18:51Z 49.7K followers, [----] engagements
"$VERA . This stock has been vera vera good"
X Link 2025-12-02T20:03Z 49.7K followers, [----] engagements
"$EZPW . Pawn shop breaking out.🤔🤔"
X Link 2025-12-08T17:50Z 49.7K followers, [----] engagements
"$IMNM $STOK $EWTX $NKTR . A few biotech/drug stocks of interest. I am long one.bout to long another one or two soon"
X Link 2025-12-14T14:40Z 49.7K followers, [----] engagements
"$KYTX . Kyverna Therapeutics Inc. (Nasdaq: KYTX) a clinical-stage biopharmaceutical company focused on developing cell therapies for patients with autoimmune diseases today announced positive topline data from KYSA-8 its registrational Phase [--] trial of mivocabtagene autoleucel (miv-cel formerly KYV-101) a fully human autologous CD19-targeting CAR T-cell therapy with CD28 co-stimulation in stiff person syndrome (SPS). We are very pleased to share transformative topline data in stiff person syndrome which could pave the way for miv-cel to become the first and only approved therapy in SPS and"
X Link 2025-12-15T11:54Z 49.7K followers, [----] engagements
"$IMNM . Boom. there it is. https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073 https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073"
X Link 2025-12-15T21:49Z 49.7K followers, [----] engagements
"$VITL . Vital Farms (VITL) said Tuesday it lowered its full-year [----] net revenue guidance to a range of $755 million to $765 million from the previous guidance of at least $775 million. Analysts polled by FactSet expected $776.7 million. The guidance revision was due to a temporary disruption in returning to regular order patterns following its enterprise resource planning system transition at the start of Q4 the company said. Vital Farms also provided initial full-year [----] net revenue guidance of $930 million to $950 million. Analysts surveyed by FactSet expected $933.7 million. The"
X Link 2025-12-16T13:15Z 49.7K followers, [----] engagements
"$PDS $OVV $DVN $WFD . Not gonna forget about the oil patch. Gonna be like Billy Bob in Landman.😂🤣"
X Link 2026-01-02T19:16Z 49.7K followers, [----] engagements
"$ITA $GE $RTX $HWM $BA . The exchange traded fund ITA looks great. the top [--] holding make up more than 50% of the ETF. Wanna own individual stocks or the entire group. or.maybe not at all"
X Link 2026-01-04T15:04Z 49.7K followers, [----] engagements
"$KRMN . a stock on our ready list. it looks like it was definitely ready to go"
X Link 2026-01-07T01:13Z 49.7K followers, [----] engagements
"$COST . Costco (COST) reports December adjusted comparable sales of +6.2%"
X Link 2026-01-08T13:22Z 49.7K followers, [----] engagements
"$CAT $RH $ELF $KMX . There may be some folks speculating on a SCOTUS tariff ruling soon"
X Link 2026-01-08T17:19Z 49.7K followers, [----] engagements
"$SG . what are we calling this . Perhaps the . HHS Trade"😂🤣🤣😂📈"
X Link 2026-01-08T18:10Z 49.7K followers, [----] engagements
"$WDFC .FY [----] guidance reaffirmed; management highly confident in delivering results at the mid-to-high end of our guidance ranges. FY [----] net sales: $630M$655M (pro forma excluding homecare/cleaning held for sale) representing 5%9% growth from pro forma FY25. FY [----] gross margin: 55.5%56.5%. FY [----] advertising & promotion: around 6% of net sales. FY [----] operating income: $103M$110M representing 5%12% growth from pro forma FY25. FY [----] income tax rate: 22.5%23.5%. FY [----] diluted EPS: $5.75$6.15 based on 13.4M weighted average shares outstanding; represents 5%12% growth over pro forma"
X Link 2026-01-09T00:17Z 49.7K followers, [----] engagements
"$INSM . Insmed (INSM) reported preliminary [----] revenue Friday of $606.4 million up 67% year over year. Analysts polled by FactSet expect $518 million. US revenue for the year grew 78% to $453 million while international sales jumped 41% to $153.5 million according to Insmed. The company said it will report final Q4 and [----] financial results in February. https://twitter.com/i/web/status/2009627286879039716 https://twitter.com/i/web/status/2009627286879039716"
X Link 2026-01-09T14:04Z 49.6K followers, [----] engagements
"$CGON . There are many biotech stocks ripping today. and the JPM conference doe snot start until next week. CG Oncology to Share Data From Phase [--] Bladder Cancer Trial a Year Ahead of Schedule;"
X Link 2026-01-09T17:22Z 49.7K followers, [----] engagements
"$KRMN $STX $GH $GE . At we had these winners last week. and we had losers to like $ALAB. such is trading. http://mcstockcharts.com http://mcstockcharts.com"
X Link 2026-01-10T14:53Z 49.7K followers, [----] engagements
"$BJRI $EAT $CAKE $BROS . The retail restaurant group is starting to show some signs of life. who likes cake"
X Link 2026-01-11T13:24Z 49.6K followers, [----] engagements
"$SHAK . Shake Shack provides Q4 and FY26 outlook (93.29) Co issues downside guidance for Q4 (Dec) sees Q4 (Dec) revs of $400.5 mln vs. $409.10 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $1.6-1.7 bln vs. $1.65 bln FactSet Consensus. Licensing revenue of $59.0 million to $61.0 million. Same-Shack sales of positive LSD%. Restaurant-level profit margin to be 23.0% to 23.5% of Shack sales. Co is reiterating long-term targets and believe have the potential to achieve: Total addressable market of 1500+ Company-operated Shacks. Three-year financial growth"
X Link 2026-01-12T12:10Z 49.7K followers, [----] engagements
"$DXCM . Dexcom guides Q4 revs slightly above consensus; guides FY26 revs in-line (67.40) Co issues upside guidance for Q4 (Dec) sees Q4 (Dec) revs of $1.26 bln vs. $1.24 bln FactSet Consensus. US revenue is expected to be up 11% yr/yr to approximately $892 mln. International revenue is expected to be up 18% yr/yr to approximately $368 mln. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $5.16-5.25 bln vs. $5.23 bln FactSet Consensus. https://twitter.com/i/web/status/2010692485941788789 https://twitter.com/i/web/status/2010692485941788789"
X Link 2026-01-12T12:37Z 49.7K followers, [----] engagements
"$DIN $EAT $CAKE . Dine and. then eat cake Not a bad idea👍👍. the retail restaurant group is showing strength"
X Link 2026-01-12T19:18Z 49.6K followers, [----] engagements
"$FTAI . surfing stock"
X Link 2026-01-13T17:46Z 49.6K followers, [----] engagements
"$TTMI . TTM Tech discloses comments made at conference - "will double our earnings from '25 to '27." (93.24) During the public webcast of the fireside chat in response to the mediator's question to Dr. Roks regarding what has stood out to him the most from a technology standpoint since he joined the Company the answer disclosed by Dr. Roks included the following projections and forward-looking statements: "I can disclose here that over the coming three years every year we will grow between [--] and [--] percent topline. And we will double our earnings from '25 to '27.""
X Link 2026-01-14T11:29Z 49.6K followers, [----] engagements
"$APP . AppLovin (APP) initiated with an Outperform at Evercore ISI tgt $835"
X Link 2026-01-14T12:57Z 49.7K followers, [----] engagements
"$STX . Seagate Tech: Bernstein flags Seagate as a top long-term storage pick citing HAMR leadership and a widening margin advantage over Western Digital(318.44) Analyst Mark Newman highlighted "In addition to SanDisk as our pick in memory Seagate is our long-term pick in storage. Among NAND DRAM and HDD segments HDD has the lowest risk of capacity additions which is supportive for longer term pricing and profitability. In highly concentrated markets such as HDD incremental capacity additions tend to be disciplined: with few competitors suppliers are more inclined to prioritize profitability"
X Link 2026-01-14T13:10Z 49.6K followers, [----] engagements
"$AU . This stock is pure gold📈🪙. now trading at the psychological $100 level. is Mutombo around today Or. will it trade though $100 like poop through a goose"
X Link 2026-01-14T14:39Z 49.6K followers, [----] engagements
"$ISRG . Intuitive Surgical raises Q4 guidance but stock stumbles as investors weigh growth decline (ISRG) Intuitive Surgical (ISRG) raised its Q4 revenue guidance ahead of its presentation at the J.P. Morgan Healthcare Conference forecasting approximately $2.866 bln up from its previous estimate of $2.72 bln. However the stock is trading sharply lower as the updated figures signal a deceleration in growth that appears to have fallen short of high-end investor expectations. The updated guidance translates into solid year-over-year revenue growth of 18.8% though this represents a notable"
X Link 2026-01-14T16:50Z 49.7K followers, [----] engagements
"$APH . Amphenol announces details of open offer for ADC India Communications Limited (146.75) Amphenol Corporation (NYSE: APH) (the "Company" or "Amphenol") as part of its completed acquisition (the "CCS Acquisition") of the Connectivity and Cable Solutions business from Vistance Networks Inc. (formerly known as CommScope Holding Company Inc. or "Seller") announced today further details regarding its open offer to acquire up to [-------] fully paid-up equity shares of face value of INR [--] of ADC India Communications Limited (the "Target Company") representing 26.00% of the Target Company's"
X Link 2026-01-15T13:12Z 49.7K followers, [----] engagements
"$TTMI . Yo. Mr. $100.00 level. I am back.and gonna knock you down😂🤣💯"
X Link 2026-01-15T14:37Z 49.6K followers, [----] engagements
"$ENTG . This semiconductor equipment stock making a nice move with volume. one that shall not be ignored"
X Link 2026-01-15T19:02Z 49.7K followers, [----] engagements
"$MOS . North American fertilizer demand declined well beyond normal seasonal softness in the fourth quarter as fall applications were weak due to sustained pressure on grower economics and were exacerbated by an early onset of winter weather that compressed the application window. The market conditions were particularly challenging for phosphates due to lower relative affordability as compared to potash. Overall North America phosphate market shipments are estimated to have been down approximately 20% in the fourth quarter compared to a year ago. North American potash demand was also"
X Link 2026-01-16T12:29Z 49.7K followers, [----] engagements
"$CCJ $APH $ALAB $IREN . We had quite a few winning stocks at last week. These are just four of them. We also had a loser in Eli Lilly and that is just trading. Check us out with a 25% off offer this week. http://mcstockcharts.com http://mcstockcharts.com"
X Link 2026-01-17T13:22Z 49.6K followers, [----] engagements
"@VenkatP1359 $IREN $APH $TTMI . Yo Venkat. those are three good stocks you have there. I may own a few of those myself. $IREN dropped to $33 recently.now $57. moves fast but not too wild"
X Link 2026-01-17T14:10Z 49.6K followers, [---] engagements
"$APH $VICR $LASR $COHR . another group doing well"
X Link 2026-01-18T14:45Z 49.7K followers, [----] engagements
"$BE $GEV $FLNC $CEG . The alternative energy group. quite the divergence for Constellation"
X Link 2026-01-18T14:49Z 49.7K followers, [----] engagements
"$BKKT . akkt reports preliminary Q4 financial results (21.41) Bakkt Holdings Inc. estimated fourth quarter [----] gross digital asset revenues of $298 mln to $300 mln with total digital asset costs and execution clearing and brokerage fees of $297 mln to $299 mln implying minimal gross margin. Co reported estimated cash cash equivalents and restricted cash of $26 mln to $28 mln at December [--] cash used in operating activities excluding customer funds payable was $19 mln to $21 mln reflecting non-recurring items including customer deposit returns legal and professional fees tied to corporate"
X Link 2026-01-20T11:23Z 49.7K followers, [----] engagements
"$DHI . DHI D.R. Horton Q1 EPS $2.03 Beats $1.95 Estimate Sales $6.886B Beat $6.603B Estimate. D.R. Horton (NYSE:DHI) reported quarterly earnings of $2.03 per share which beat the analyst consensus estimate of $1.95 by [----] percent. This is a [-----] percent decrease over earnings of $2.61 per share from the same period last year. The company reported quarterly sales of $6.886 billion which beat the analyst consensus estimate of $6.603 billion by [----] percent. This is a [----] percent decrease over sales of $7.613 billion the same period last year."
X Link 2026-01-20T11:40Z 49.7K followers, [----] engagements
"$FITB . Fifth Third Bancorp (FITB) reported Q4 earnings Tuesday of $1.04 per diluted share up from $0.85 a year earlier. Analysts polled by FactSet expected $1. Revenue for the quarter ended Dec. [--] was $2.34 billion up from $2.18 billion a year earlier. Analysts surveyed by FactSet expected $2.34 billion. https://twitter.com/i/web/status/2013583222517674211 https://twitter.com/i/web/status/2013583222517674211"
X Link 2026-01-20T12:03Z 49.7K followers, [----] engagements
"$IMNM . This biotech traded down to its [--] day line. and is now bouncing. I guess it has not heard the tariff talk just yet"
X Link 2026-01-20T14:59Z 49.7K followers, [----] engagements
"$TECK . Teck Resources reports [----] production update and reaffirms outlook (50.21) Teck Resources Limited reported [----] copper production of [-----] kt in line with guidance supported by strong Q4 performance across assets; Quebrada Blanca produced [----] kt in Q4 with shipment delays pushing some sales into early 2026Zinc in concentrate production totaled [-----] kt for [----] at the high end of guidance while refined zinc reached [-----] kt also at the top of the guided range reflecting a focus on profitability and cash generation Company expects positive Q4 settlement pricing adjustments of $295"
X Link 2026-01-21T09:43Z 49.7K followers, [----] engagements
"$NATH . Nathan's Famous to be acquired by Smithfield Foods (SFD) for $102.00/share in cash (92.73) Cos announced they have entered into a definitive merger agreement for Smithfield Foods to acquire all of Nathan's Famous' issued and outstanding shares for $102.00 per share in cash which represents an enterprise value of approximately $450 million. The transaction represents a valuation of approximately 12.4x Nathan's Famous's LTM adjusted EBITDA and a multiple of approximately 10.0x post-synergies. Smithfield Foods expects to achieve annual cost synergies of approximately $9 million by the"
X Link 2026-01-21T11:55Z 49.7K followers, [----] engagements
"$IONS . Ionis Pharma and Otsuka Pharmaceutical Co. announced that the European Commission has approved DAWNZERA in the European Union for the routine prevention of recurrent attacks of hereditary angioedema in adults and adolescents aged [--] years and older (77.53) The approval follows the positive opinion of the Committee for Medicinal Products for Human Use. The approval is based on positive results from the Phase [--] OASIS-HAE and OASISplus studies in which DAWNZERA demonstrated positive results across multiple measures of disease including significant and sustained reduction in mean monthly"
X Link 2026-01-21T12:13Z 49.7K followers, [----] engagements
"$SA . Seabridge Gold provides update on Courageous Lake Project spin-out (33.03) Seabridge is advancing a structure whereby all the shares in Valor Gold the spin-out entity would be distributed to Seabridge shareholders pursuant to a court-approved plan of arrangement under the Canada Business Corporations Act. At this time a meeting of Seabridge shareholders to approve the spin-out is expected to be held in June [----]. Valor will be seeking a listing on the Toronto Stock Exchange and the OTCQB Venture Market (USA) and will consider seeking a NYSE listing at a later date. Share trading in"
X Link 2026-01-21T12:49Z 49.7K followers, [----] engagements
"$PAVM . PAVmed (PAVM) subsidiary Lucid Diagnostics (LUCD) said Wednesday it won a contract from the US Department of Veterans Affairs for its EsoGuard esophageal DNA test for esophageal precancer testing. Financial terms of the contract were not disclosed. The contract includes pre-negotiated pricing for the test that matches the established Medicare payment rate determined by the Centers for Medicare & Medicaid Services enabling access through a single national procurement framework the company said. https://twitter.com/i/web/status/2014026297031401584"
X Link 2026-01-21T17:24Z 49.7K followers, [----] engagements
"$TTMI . This one is knocking at the $100 door .again. see if it can break on through"
X Link 2026-01-21T19:51Z 49.7K followers, [----] engagements
"$COHR . This stock is looking like it wants to break out of its box today. we shall see"
X Link 2026-01-22T09:36Z 49.7K followers, [----] engagements
"$GLSI . Greenwich LifeSciences announces FDA approves use of commercially manufactured GP2 in FLAMINGO-0. The first three commercial lots of GP2 active ingredient were manufactured in [----] in an approved commercial facility which could be used to prepare approximately [------] doses of GP2. In [----] the first of three commercial lots filling GP2 into vials for commercial sale or for clinical use was manufactured in a commercial facility. In addition drug stability programs were initiated for all four lots. Data on these commercial lots was recently submitted to the FDA and after review the first"
X Link 2026-01-22T11:32Z 49.7K followers, [----] engagements
"$ACMR . Co issues narrows guidance for FY25 (Dec) sees FY25 (Dec) revs of $885-900 mln from $875-925 mln vs. $907.51 mln FactSet Consensus. Co issues upside guidance for FY26 (Dec) sees FY26 (Dec) revs of $1.08-1.175 bln vs. $1.06 bln FactSet Consensus."We plan for a higher revenue growth rate in [----] amidst healthy investments in production capacity and market share gains from our newer products" said Dr. David Wang ACM's President and Chief Executive Officer. "We anticipate relatively stable WFE spending by our customers with incremental contribution from our single-wafer SPM cleaning tools"
X Link 2026-01-22T11:37Z 49.6K followers, [----] engagements
"$LTH . Life Time sees Q4 EPS and revs above consensus; introduces select financial guidance for FY [----] (27.91) Co issues upside guidance for Q4 (Dec) sees EPS of $0.32-0.34 excluding non-recurring items vs. $0.27 FactSet Consensus; sees Q4 (Dec) revs of $743-745 mln vs. $736.67 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $3.30-3.33 bln vs. $3.31 bln FactSet Consensus.FY26 Adjusted EBITDA $910 -- $925 https://twitter.com/i/web/status/2014304863484801226 https://twitter.com/i/web/status/2014304863484801226"
X Link 2026-01-22T11:51Z 49.7K followers, [----] engagements
"$MBLY . Mobileye Global reports EPS in-line beats on revs; guides FY26 revs below consensus (10.88) Reports Q4 (Dec) earnings of $0.06 per share excluding non-recurring items in-line with the FactSet Consensus of $0.06; revenues fell 9.0% year/year to $446 mln vs the $432.3 mln FactSet Consensus. Average System Price was $50.8 in the fourth quarter of [----] compared to $50.0 in the prior year period primarily due to a higher percentage of SuperVision-related revenue as compared to the fourth quarter of [----]. Adjusted Gross Margin was 67% in the fourth quarter of [----] compared to 69% in the"
X Link 2026-01-22T12:10Z 49.7K followers, [----] engagements
"$APLD . Applied Digital higher after announcing that it has broken ground on Delta Forge [--] an AI Factory campus; Initial operations at Delta Forge [--] are expected to commence in mid-2027 (35.06) he Delta Forge [--] campus will initially comprise two 150-MW facilities spanning more than [---] acres. Once fully operational the campus is expected to support more than [---] full-time employees in addition to long-term contractors creating durable economic opportunity and long-term investment in the region. Applied Digital is advancing Delta Forge [--] in discussions with another prospective investment-grade"
X Link 2026-01-22T13:30Z 49.7K followers, [----] engagements
"$ISRG . Intuitive Surgical beats by $0.26 beats on revs worldwide procedures (da Vinci and Ion combined) grew approximately 18%; Guides for FY26 worldwide da Vinci procedure growth of approximately 13% to 15% (525.81 +2.12) Reports Q4 (Dec) earnings of $2.53 per share excluding non-recurring items $0.26 better than the FactSet Consensus of $2.27; revenues rose 18.8% year/year to $2.87 bln vs the $2.76 bln FactSet Consensus. Worldwide procedures (da Vinci and Ion combined) grew approximately 18% compared with the fourth quarter of [----]. Da Vinci procedures grew approximately 17% and Ion"
X Link 2026-01-22T21:11Z 49.7K followers, [----] engagements
"$COF . Whats in your. never mind.Capital One misses by $0.28 reports revs in-line; confirms it will acquire Brex Inc. (235.93 +4.92) Reports Q4 (Dec) earnings of $3.86 per share excluding non-recurring items $0.28 worse than the FactSet Consensus of $4.14; adjusted revenues rose 53.3% year/year to $15.62 bln vs the $15.47 bln FactSet Consensus.Provision for credit losses increased $1.4 bln to $4.1 bln: Net charge-offs of $3.8 billion $302 million loan reserve build. Co also confirms it has entered into a definitive agreement to acquire Brex Inc. for $5.15 bln with approximately 50% cash and"
X Link 2026-01-22T21:13Z 49.6K followers, [----] engagements
"$AA . Alcoa (NYSE:AA) reported quarterly earnings of $1.26 per share which beat the analyst consensus estimate of $0.92 by [----] percent. This is a [-----] percent increase over earnings of $1.04 per share from the same period last year. The company reported quarterly sales of $3.449 billion which beat the analyst consensus estimate of $3.306 billion by [----] percent. This is a [----] percent decrease over sales of $3.486 billion the same period last year. https://twitter.com/i/web/status/2014449629119828017 https://twitter.com/i/web/status/2014449629119828017"
X Link 2026-01-22T21:26Z 49.7K followers, [----] engagements
"@VenkatP1359 $GE $FTAI $KRMN . Yeah. for the most part . the sector was down and disappointed the USA is not using force to acquire Greenland😂🤣. with a few exceptions.as usual"
X Link 2026-01-23T00:02Z 49.7K followers, [---] engagements
"$FTNT . Fortinet: Revising FY26 Estimates; Little Downside or Upside -- Oppenheimer (77.62) Analyst Ittai Kidron added "Our checks indicated stable FW share dynamics in 4Q25 but a declining [----] EoS refresh opportunity. Therefore we maintain an in-line stance on 4Q25 but lower our [----] product and services revenue growth outlook. We have a greater appreciation for the lag between maintenance/subscription (Services) growth and Product growth. We expect continued Services deceleration through 1H26 before accelerating in 2H26. Positively we see potential for improvement in SASE growth rates near"
X Link 2026-01-23T12:59Z 49.7K followers, [----] engagements
"TOP PERFORMING INDUSTRY GROUPS [----] The computer data storage mining metals Mining gold/silver semiconductor equipment and retail-restaurants industry groups are the top performing groups year to date. I know it is a small sample size. But this is what we have to work with three weeks in [----]. I excluded the media-newspapers group as it is basically NewsCorp and the New York Times. https://twitter.com/i/web/status/2015040711616598055 https://twitter.com/i/web/status/2015040711616598055"
X Link 2026-01-24T12:35Z 49.6K followers, [----] engagements
"#2 MINING METALS The mining metals industry group is the second best performing group in [----]. This group has advanced 31% year to date. Uranium Fuels (UUUU) is the top performing stock in this industry group and it has advanced 75% in 2026"
X Link 2026-01-24T12:47Z 49.6K followers, [----] engagements
"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 46% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 100% in 2026"
X Link 2026-01-24T12:48Z 49.7K followers, [----] engagements
"$BKR . Baker Hughes beats by $0.11 beats on revs (53.80 -0.66) Reports Q4 (Dec) earnings of $0.78 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $0.67; revenues rose 0.3% year/year to $7.39 bln vs the $7.07 bln FactSet Consensus. Outlool (Commentary from the Co)"Looking ahead we expect IET orders to remain at robust levels supported by continued momentum in LNG a stronger year of FPSO and gas infrastructure awards and sustained strength for power systems. Against this favorable backdrop we project similar levels of organic IET orders in [----]. In addition we"
X Link 2026-01-26T11:11Z 49.7K followers, [----] engagements
"$BIIB . Biogen: FDA accepts LEQEMBI IQLIK sBLA for subcutaneous starting dose in early Alzheimers (171.59) Co announced the FDA accepts sBLA under Priority Review for LEQEMBI IQLIK (lecanemab-irmb) as a weekly subcutaneous starting dose in early Alzheimer's disease; PDUFA date set for May [--] 2026.If approved would enable at-home initiation and maintenance dosing making LEQEMBI the first anti-amyloid therapy with both initiation and maintenance subcutaneous options as an alternative to IV infusion. sBLA supported by Phase [--] Clarity AD OLE data showing equivalent exposure and similar clinical"
X Link 2026-01-26T11:16Z 49.7K followers, [----] engagements
"$LDOS . Leidos to acquire power design firm ENTRUST bolstering its energy infrastructure portfolio (191.23) Co has signed a definitive agreement to acquire ENTRUST Solutions Group from Kohlberg for approximately $2.4 billion accelerating Leidos' position as a leading engineering solutions provider for utilities nationwide. The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business which has grown on average at double-digit rates while delivering double-digit margins for the past eight years. The transaction is"
X Link 2026-01-26T11:21Z 49.7K followers, [----] engagements
"$ETN . Eaton to spin off its Mobility Group; expected on closing to be immediately accretive to Eaton's organic growth and operating margin (331.22) Transaction details- Through the transaction Eaton and Mobility are each expected to benefit from:Increased focus on core businesses and strategic priorities; Tailored capital allocation strategy with flexibility to invest in profitable organic and inorganic growth opportunities; Improved ability to adapt quickly to leverage evolving market dynamics to deliver consistent returns; and Distinct investment profiles that position each company to"
X Link 2026-01-26T12:02Z 49.7K followers, [----] engagements
"$SRPT . Sarepta Announces Positive Topline Three-Year EMBARK Results Showing ELEVIDYS Significantly Slows Disease Progression on Key Functional Measures in Ambulatory Duchenne Patients (21.13) Sarepta Announces Positive Topline Three-Year EMBARK Results Showing ELEVIDYS Significantly Slows Disease Progression on Key Functional Measures in Ambulatory Duchenne Patients https://twitter.com/i/web/status/2015775075388264853 https://twitter.com/i/web/status/2015775075388264853"
X Link 2026-01-26T13:13Z 49.6K followers, [----] engagements
"$IMNM . a strong biotech stock"
X Link 2026-01-26T14:46Z 49.7K followers, [----] engagements
"$RDW . Redwire Corporation (RDW) announced it was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense indefinite-delivery/indefinite-quantity contract with a ceiling of $151B. This contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility. https://twitter.com/i/web/status/2016140072345862303 https://twitter.com/i/web/status/2016140072345862303"
X Link 2026-01-27T13:23Z 49.6K followers, [----] engagements
"$HCA . HCA beats by $0.55 reports revs in-line; guides FY26 EPS in-line revs in-line; increases share buyback authorization by $10 bln; increases dividend (472.38) Reports Q4 (Dec) earnings of $8.01 per share excluding non-recurring items $0.55 better than the FactSet Consensus of $7.46; revenues rose 6.7% year/year to $19.51 bln vs the $19.68 bln FactSet Consensus. Same facility admissions increased +2.4% and same facility equivalent admissions increased +2.5%. Co issues in-line guidance for FY26 sees EPS of $29.10-31.50 vs. $29.49 FactSet Consensus; sees FY26 revs of $76.50-80.00 bln vs."
X Link 2026-01-27T13:23Z 49.7K followers, [----] engagements
"$GLW . This stock is making a move👍👍📈. not to be ignored. Dan😂🤣. earnings tomorrow"
X Link 2026-01-27T16:58Z 49.7K followers, [----] engagements
"$EAT . Brinker International reports earnings tomorrow. could be tasty"
X Link 2026-01-27T19:44Z 49.7K followers, [----] engagements
"$QRVO . Qorvo beats by $0.31 reports revs in-line; guides MarQ EPS below consensus revs below consensus (82.81 +0.31) Reports Q3 (Dec) earnings of $2.17 per share excluding non-recurring items $0.31 better than the FactSet Consensus of $1.86; revenues rose 8.4% year/year to $992.96 mln vs the $988.01 mln FactSet Consensus. Co issues downside guidance for Q4 (Mar) sees EPS of $1.05-1.35 excluding non-recurring items vs. $1.37 FactSet Consensus; sees Q4 revs of $775-825 mln vs. $905.11 mln FactSet Consensus. "Qorvo's December quarterly revenue primarily reflects strength at our largest"
X Link 2026-01-27T21:07Z 49.7K followers, [----] engagements
"$VFC . V.F. Corp beats by $0.13 beats on revs (20.28) Reports Q3 (Dec) earnings of $0.58 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $0.45; revenues rose 1.5% year/year to $2.88 bln vs the $2.75 bln FactSet Consensus. Q4'26 and FY'26 Financial Outlook Q4'26:Revenue flat to +2% C$ vs. LY Adjusted OI of $10M to $30M FY'26:Free cash flow up vs. LY Adjusted OI up vs. LY Operating cash flow up vs. LY FYE'26 leverage at or below 3.5x progressing towards medium-term target https://twitter.com/i/web/status/2016469476842287380"
X Link 2026-01-28T11:12Z 49.7K followers, [----] engagements
"$EXTR . Extreme Networks beats by $0.02 beats on revs; guides Q3 EPS in-line; guides FY26 EPS in-line (14.70 -0.50) Reports Q2 (Dec) earnings of $0.26 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $0.24; revenues rose 13.8% year/year to $317.9 mln vs the $312.32 mln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $0.23-0.25 vs. $0.24 FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $0.98-1.02 vs. $1.00 FactSet Consensus. https://twitter.com/i/web/status/2016488736918225125"
X Link 2026-01-28T12:29Z 49.7K followers, [----] engagements
"$GEV . GE Vernova reports Q4 (Dec) results beats on revs; raises FY26 revs guidance above consensus free cash flow guidance; raises outlook by 2028(692.70) Reports Q4 (Dec) earnings of $13.39 per share may not be comparable to the FactSet Consensus of $2.98; revenues rose 3.8% year/year to $10.96 bln vs the $10.22 bln FactSet Consensus. GAAP net income includes a $2.9 bln tax benefit due to a U.S. valuation allowance release. Orders of $22.2 bln +65% organically with growth in all segments. Backlog growth of $15.0 bln sequentially from equipment and services at Power and Electrification. Gas"
X Link 2026-01-28T12:31Z 49.7K followers, [----] engagements
"$APH . Amphenol beats by $0.04 beats on revs; guides Q1 EPS above consensus revs above consensus (166.25) Reports Q4 (Dec) earnings of $0.97 per share excluding non-recurring items $0.04 better than the FactSet Consensus of $0.93; revenues rose 49.1% year/year to $6.44 bln vs the $6.19 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $0.91-0.93 excluding non-recurring items vs. $0.89 FactSet Consensus; sees Q1 revs of $6.90-7.00 bln vs. $6.55 bln FactSet Consensus. https://twitter.com/i/web/status/2016497511788408963 https://twitter.com/i/web/status/2016497511788408963"
X Link 2026-01-28T13:04Z 49.7K followers, [----] engagements
"$TTMI . This stock rallied up to $100 this morning. and then. Mutomobo shows up😂🤣📉"
X Link 2026-01-28T15:04Z 49.7K followers, [----] engagements
"@MalibuInvest $BROS "
X Link 2026-01-28T16:53Z 49.7K followers, [---] engagements
"$CLS . Celestica beats by $0.13 beats on revs; guides Q1 EPS above consensus revs above consensus; guides FY26 EPS above consensus revs above consensus (345.23 +12.06) Reports Q4 (Dec) earnings of $1.89 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.76; revenues rose 43.6% year/year to $3.65 bln vs the $3.48 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $1.95-$2.15 excluding non-recurring items vs. $1.82 FactSet Consensus; sees Q1 revs of $3.85-$4.15 bln vs. $3.63 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of"
X Link 2026-01-28T21:20Z 49.7K followers, [----] engagements
"$VIAV . Viavi beats by $0.03 beats on revs; guides MarQ EPS above consensus revs above consensus; announces restructuring plan which includes a 5% workforce reduction (21.03 +0.33) Reports Q2 (Dec) earnings of $0.22 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.19; revenues rose 36.4% year/year to $369.3 mln vs the $365.25 mln FactSet Consensus. Co issues upside guidance for Q3 (Mar) sees EPS of $0.22-0.24 excluding non-recurring items vs. $0.15 FactSet Consensus; sees Q3 revs of $386-400 mln vs. $353.50 mln FactSet Consensus. Restructuring Plan:Co"
X Link 2026-01-28T21:39Z 49.7K followers, [----] engagements
"$HON . Honeywell beats by $0.05 misses on revs; guides FY26 EPS in-line revs in-line (216.64) Reports Q4 (Dec) earnings of $2.59 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.54; revenues rose 6.4% year/year to $9.76 bln vs the $9.96 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $10.35-10.65 excluding non-recurring items vs. $10.44 FactSet Consensus; sees FY26 revs of $38.8-39.8 bln vs. $39.64 bln FactSet Consensus. Honeywell Aerospace Spin-Off Now Expected in Third Quarter 2026"
X Link 2026-01-29T11:05Z 49.7K followers, [----] engagements
"$PHM . PulteGroup reports Q4 (Dec) results beats on revs (123.27) Reports Q4 (Dec) earnings of $2.56 per share may not be comparable to the FactSet Consensus of $2.82; revenues fell 6.3% year/year to $4.61 bln vs the $4.34 bln FactSet Consensus.Reported net income for the period includes: a pre-tax charge of $81 million or $0.31 per share associated with the intended divestiture of certain manufacturing assets; pre-tax land impairment charges totaling $35 million or $0.14 per share; and a pre-tax insurance benefit of $34 million or $0.13 per share. Net New Orders increased 4% to [----] homes"
X Link 2026-01-29T12:36Z 49.7K followers, [----] engagements
"@VenkatP1359 $AU $ORLA . The melt-up continues. Put AngloGold Ashanti on leader list last July at $46.71. an amazing run"
X Link 2026-01-29T12:51Z 49.7K followers, [---] engagements
"$MA . Mastercard beats by $0.51 reports revs in-line (521.37) Reports Q4 (Dec) earnings of $4.76 per share excluding non-recurring items $0.51 better than the FactSet Consensus of $4.25; revenues rose 17.5% year/year to $8.8 bln vs the $8.78 bln FactSet Consensus. Gross dollar volume growth of 7% on a local currency basis to $2.8 trillion. Cross-border volume growth of 14% on a local currency basis. Switched transactions growth of 10%. Total operating expenses increased 10% as compared to the same period in [----] primarily due to higher general and administrative expenses (which was tempered"
X Link 2026-01-29T13:14Z 49.7K followers, [----] engagements
"$IBM $GM . This is really starting to have a 1960s feel to it😂🤣. Go Big Blue"
X Link 2026-01-29T15:10Z 49.7K followers, [----] engagements
"@VenkatP1359 $TTMI Yes indeed a few of its pack leaders got whacked this week . . Sanmina and Celestica"
X Link 2026-01-29T19:35Z 49.7K followers, [---] engagements
"$KLAC . KLA Corporation beats by $0.06 beats on revs; guides Q3 EPS in-line revs in-line (1684.71 +57.51) Reports Q2 (Dec) earnings of $8.85 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $8.79; revenues rose 7.1% year/year to $3.3 bln vs the $3.25 bln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $8.30-9.86 excluding non-recurring items vs. $8.97 FactSet Consensus; sees Q3 revs of $3.20-3.50 bln vs. $3.29 bln FactSet Consensus.GAAP gross margin is expected to be in a range of 60.62% +/- 1.00%. Non-GAAP gross margin is expected to be in a"
X Link 2026-01-29T21:10Z 49.7K followers, [----] engagements
"$SNDK . Not a typo. Sandisk beats by $2.58 beats on revs; guides Q3 EPS above consensus revs above consensus (539.30 +11.67) Reports Q2 (Dec) earnings of $6.20 per share $2.58 better than the FactSet Consensus of $3.62; revenues rose 61.2% year/year to $3.02 bln vs the $2.69 bln FactSet Consensus. Non-GAAP gross margin of 51.1% up [----] ppt qtr/qtr. Datacenter revenue was up 64% sequentially driven by strong adoption among AI infrastructure builders semi-custom customers and technology companies deploying AI at scale. Co issues upside guidance for Q3 sees EPS of $12.00-$14.00 excluding"
X Link 2026-01-29T21:15Z 49.7K followers, 15.7K engagements
"$DECK . Deckers Outdoor beats by $0.56 beats on revs; guides FY26 EPS above consensus revs above consensus (99.87 +2.25) Reports Q3 (Dec) earnings of $3.33 per share excluding non-recurring items $0.56 better than the FactSet Consensus of $2.77; revenues rose 7.1% year/year to $1.96 bln vs the $1.87 bln FactSet Consensus. HOKA brand net sales increased 18.5% to $628.9 million compared to $530.9 million. UGG brand net sales increased 4.9% to $1.305 billion compared to $1.244 billion. Co issues upside guidance for FY26 sees EPS of $6.80-$6.85 excluding non-recurring items vs. $6.41 FactSet"
X Link 2026-01-29T21:16Z 49.7K followers, [----] engagements
"$AAPL . Apple beats by $0.17 beats on revs; iPhone revenues well above estimates; China revenue surges 38% (258.01 +1.57) Reports Q1 (Dec) earnings of $2.84 per share excluding non-recurring items $0.17 better than the FactSet Consensus of $2.67; revenues rose 15.7% year/year to $143.76 bln vs the $138.39 bln FactSet Consensus. Apple reports Q1 (Dec) iPhone revenue of $85.3 bln vs. $78.65 bln Wall Street ests Apple reports Q1 (Dec) Services revenue of $30.01 bln vs. $30.07 bln Wall Street ests. Co reports Q1 (Dec) gross margin 48.2% versus 47.5% Wall Street ests. Co reports Q1 (Dec) China"
X Link 2026-01-29T21:54Z 49.7K followers, [----] engagements
"$GEV . GE Vernova Files For Mixed Shelf Offering Size Not Disclosed"
X Link 2026-01-29T22:46Z 49.7K followers, [----] engagements
"$AXP . American Express misses by $0.01 reports revs in-line; guides FY26 EPS in-line revs in-line (358.50) Reports Q4 (Dec) earnings of $3.53 per share excluding non-recurring items $0.01 worse than the FactSet Consensus of $3.54; revenues rose 10.5% year/year to $18.98 bln vs the $18.93 bln FactSet Consensus. Total Billed Business: +8% for Goods & Services +8% for Travel & Entertainment. Transaction Growth of 9%. Dividend Increase: Plans to increase quarterly dividend per common share by 16% to $0.95. Co issues in-line guidance for FY26 sees EPS of $17.30-$17.90 vs. $17.44 FactSet"
X Link 2026-01-30T12:07Z 49.7K followers, [----] engagements
"$SOFI . SoFi Technologies beats by $0.01 beats on revs; guides Q1 EPS in-line revs in-line; guides FY26 EPS above consensus revs above consensus (24.36-0.24) Reports Q4 (Dec) earnings of $0.13 per share $0.01 better than the FactSet Consensus of $0.12; revenues rose 39.6% year/year to $1.03 bln vs the $0.98 bln FactSet Consensus.SoFi added a record [-------] members in the fourth quarter of [----] bringing total members to [----] million up 35% from [----] million at the end of the same prior year period. Co issues in-line guidance for Q1 sees EPS of $0.12 excluding non-recurring items vs. $0.12"
X Link 2026-01-30T12:12Z 49.7K followers, [----] engagements
"$CHTR . Charter Comm beats by $0.59 reports revs in-line(191.52) Reports Q4 (Dec) earnings of $10.34 per share $0.59 better than the FactSet Consensus of $9.75; revenues fell 2.3% year/year to $13.6 bln vs the $13.73 bln FactSet Consensus.Fourth quarter total Internet customers declined by [------]. As of December [--] [----] Charter served [----] million Internet customers. Fourth quarter total mobile lines1 increased by [------]. As of December [--] [----] Charter served [----] million mobile lines. Charter currently expects full year [----] capital expenditures to total approximately $11.4 billion."
X Link 2026-01-30T12:49Z 49.7K followers, [----] engagements
"$IESC . IES Hldgs (NASDAQ:IESC) reported quarterly earnings of $3.71 per share which missed the analyst consensus estimate of $3.82 by [----] percent. This is a [-----] percent increase over earnings of $2.64 per share from the same period last year. The company reported quarterly sales of $871.000 million which missed the analyst consensus estimate of $876.000 million by [----] percent. This is a [-----] percent increase over sales of $749.500 million the same period last year. https://twitter.com/i/web/status/2017220584166568397 https://twitter.com/i/web/status/2017220584166568397"
X Link 2026-01-30T12:57Z 49.7K followers, [----] engagements
"$AMR . Alpha Metallurgical Resources announces preliminary Q4 results (221.06) Co issues guidance for Q4 (Dec) sees EPS of $(1.34) may not be comparable to ($0.07) FactSet Consensus. Sees Q4 adj. EBITDA of $28.5 mln. "Our preliminary results for the fourth quarter reflect the challenging met coal market environment that persisted through the majority of 2025" said Andy Eidson Alpha's chief executive officer. While the low-vol met coal indexes improved in the fourth quarter the majority of that improvement did not occur until December. In addition U.S. East Coast high-vol indexes were down"
X Link 2026-01-30T13:16Z 49.7K followers, [----] engagements
"$GEV . uh-huh"
X Link 2026-01-30T14:47Z 49.7K followers, [----] engagements
"$BA . Boeing awarded a not-to-exceed $2.81 mln US Air Force contract for F-15 Republic of Korea aircraft upgrades"
X Link 2026-01-30T22:27Z 49.7K followers, [----] engagements
"@epictrades1 $RR there was news with Microsoft & it rallied. They did a secondary (of course) and the stock sold off then the deal with Mr. Softy was challenged & down the crapper it went some folks will do anything for money😂🤣"
X Link 2026-01-31T00:48Z 49.7K followers, [----] engagements
"@Roiet549111 $WDC $SNDK $MU $STX Yes they have run hard but its all over now right"
X Link 2026-01-31T01:17Z 49.7K followers, [---] engagements
"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 61% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 143% in 2026"
X Link 2026-01-31T11:42Z 49.7K followers, [----] engagements
"@RayDalio A terrible choice as he is compromised"
X Link 2026-02-01T18:41Z 49.7K followers, [----] engagements
"@Crismo999 @RayDalio 😂🤣 ya know that the next fed governor will do what the administration wants the markets over reaction to the announcement on Friday was a grift . Errrr . Gift👍👍💯📈 especially the metals I expect a rebound this week"
X Link 2026-02-01T19:42Z 49.7K followers, [---] engagements
"$RVTY . Revvity beats by $0.13 beats on revs; guides FY26 EPS above consensus revs above consensus (108.80) Reports Q4 (Dec) earnings of $1.70 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.57; revenues rose 5.9% year/year to $772.1 mln vs the $764.35 mln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $5.35-5.45 vs. $5.32 FactSet Consensus; sees FY26 revs of $2.96-2.99 bln vs. $2.93 bln FactSet Consensus. https://twitter.com/i/web/status/2018282794171187458 https://twitter.com/i/web/status/2018282794171187458"
X Link 2026-02-02T11:18Z 49.7K followers, [----] engagements
"$DIS . Walt Disney beats by $0.06 beats on revs; provides outlook (112.80) Reports Q1 (Dec) earnings of $1.63 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $1.57; revenues rose 5.2% year/year to $25.98 bln vs the $25.7 bln FactSet Consensus. Guidance and Outlook: Q2 Fiscal 2026: Entertainment:Segment OI comparable to Q2 fiscal [----] SVOD operating income of approximately $500 million an increase of approximately $200 million compared to Q2 fiscal [----] Sports:Comparable revenue to Q2 fiscal [----] and a decline in segment OI of $100 million reflecting higher"
X Link 2026-02-02T12:02Z 49.7K followers, [----] engagements
"$NSSC . Napco Security Systems beats by $0.06 reports revs in-line; Increases quarterly dividend by 7%(36.89) Reports Q2 (Dec) earnings of $0.38 per share $0.06 better than the FactSet Consensus of $0.32; revenues rose 12.4% year/year to $48.2 mln vs the $47.8 mln FactSet Consensus. Recurring service revenue increased 12.5% YoY to $23.8 million with a 90.2% gross margin. The Board declared a quarterly dividend of $0.15 per share a 7% increase from last quarter payable on April [--] [----] to shareholders of record on March [--] [----]. Addition of Chief Revenue Office:The Company announced that Joseph"
X Link 2026-02-02T12:38Z 49.7K followers, [----] engagements
"@AndyFanter $DUK . Put a sweater and jacket on inside your homes😂🤣🤣😂. This is mandatory. and not a request🤣😂"
X Link 2026-02-02T12:56Z 49.7K followers, [---] engagements
"$CIEN . Breaking gout of ascending base pattern"
X Link 2026-02-02T17:11Z 49.7K followers, [----] engagements
"$MU $SNDK . Punxsutawney Phil saw his shadow predicting six more weeks of gains for Micron and Sandisk"
X Link 2026-02-02T17:22Z 49.6K followers, [----] engagements
"$WWD . Woodward beats by $0.52 beats on revs; raises FY26 EPS and revenue guidance above consensus (327.25 +9.41) Reports Q1 (Dec) earnings of $2.17 per share excluding non-recurring items $0.52 better than the FactSet Consensus of $1.65; revenues rose 28.8% year/year to $996 mln vs the $890.11 mln FactSet Consensus. Co issues upside guidance for FY26 raises EPS to $8.20-8.60 excluding non-recurring items vs. $8.04 FactSet Consensus and vs. $7.50-8.00 prior guidance; raises FY26 revenue growth to +14-18% yr/yr from +7-12% which computes as $4.07-4.21 bln vs. $3.96 bln FactSet Consensus."
X Link 2026-02-02T21:06Z 49.7K followers, [----] engagements
"$FN . This stock is F'N dumping😢📉. Fabrinet beats by $0.11 beats on revs; guides Q3 EPS above consensus revs above consensus (499.61 +10.17) Reports Q2 (Dec) earnings of $3.36 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $3.25; revenues rose 35.9% year/year to $1.13 bln vs the $1.08 bln FactSet Consensus. Co issues upside guidance for Q3 sees EPS of $3.45-3.60 excluding non-recurring items vs. $3.43 FactSet Consensus; sees Q3 revs of $1.15-1.20 bln vs. $1.13 bln FactSet Consensus. https://twitter.com/i/web/status/2018434575110996330"
X Link 2026-02-02T21:21Z 49.7K followers, [----] engagements
"$RMBS . "Down Goes Frazier.errrr. Rambus. Rambus Reports Fourth Quarter and Fiscal Year [----] Financial Results (113.71 -0.12) Rambus Inc. (RMBS) a provider of industry-leading chips and IP making data faster and safer today reported financial results for the fourth quarter ended December [--] [----]. GAAP revenue for the fourth quarter was $190.2 million licensing billings were $71.5 million product revenue was $96.8 million and contract and other revenue was $21.8 million. The Company also generated $99.8 million in cash from operating activities in the fourth quarter."
X Link 2026-02-02T21:28Z 49.7K followers, [----] engagements
"@InvestmentsPs $CIEN . Thank you for the feedback🙏. Please excuse the typos. Ciena does not have gout😂🤣"
X Link 2026-02-02T21:33Z 49.6K followers, [--] engagements
"$TER . blowout. Teradyne beats by $0.42 beats on revs; guides Q1 EPS above consensus revs above consensus(249.53+8.48) Reports Q4 (Dec) earnings of $1.80 per share excluding non-recurring items $0.42 better than the FactSet Consensus of $1.38; revenues rose 43.9% year/year to $1.08 bln vs the $0.98 bln FactSet Consensus. Co issues upside guidance for Q1 sees EPS of $1.89-2.25 excluding non-recurring items vs. $1.29 FactSet Consensus; sees Q1 revs of $1.15-1.25 bln vs. $938.72 mln FactSet Consensus. "Our Q4 results were above the high end of our guidance range fueled by AI-related demand in"
X Link 2026-02-02T21:56Z 49.7K followers, [----] engagements
"$MRAM . Everspin Technologies discloses that Avalanche Technology has filed a lawsuit against MRAM (13.24 +0.25) Co discloses it hasreceived notice that Avalanche Technology filed a lawsuit against the company in the US District Court for the District of Delaware and a patent infringement complaint with the US International Trade Commission Investigation. The complaints assert that the co's Spin-transfer Torque Magnetoresistive Random Access Memory products infringe Avalanche's U.S. Patent Nos. [-------] [-------] [--------] and [--------]. The claims in the Complaints do not implicate the Company's"
X Link 2026-02-02T22:44Z 49.7K followers, [----] engagements
"@vwap88 $AEO . Yeah.I know what you mean. that stock is so darn sexy.errr. the stock. not the jeans"
X Link 2026-02-02T22:58Z 49.6K followers, [--] engagements
"@MeisseliMeno $MRAM . Yeah. I do not believe it is a big issue. More important is their sales & earnings growth cash flow return on investment and shares sold short. They should be OK"
X Link 2026-02-03T11:10Z 49.7K followers, [---] engagements
"$PEP . Coke no Pepsi. PepsiCo beats by $0.02 beats on revs; reaffirms outlook; announces dividend increase and new share repurchase program (155.20) Reports Q4 (Dec) earnings of $2.26 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $2.24; revenues rose 5.6% year/year to $29.34 bln vs the $28.98 bln FactSet Consensus. For [----] the Company continues to expect:Organic revenue to increase between [--] and 4%; Core constant currency EPS to increase between [--] and 6%; Capital spending to be below 5% of net revenue; and A free cash flow conversion ratio of at least"
X Link 2026-02-03T11:21Z 49.7K followers, [----] engagements
"$XOM . The Landman Trade.🤣. Exxon Mobil target raised to $145 at TD Cowen (138.36) TD Cowen raises their XOM tgt to $145 from $135. Analyst Jason Gabelman said "XOM underperformed off its print after a strong ytd run with chems disappointing and guide for elevated 1Q26 maintenance. However medium-term guidance was unchanged while FY26 Permian production appears light. M&A was not discussed though we wonder if the timing is right to execute another transaction given XOM equity strength. Maintain Top Pick raise PT to $145." https://twitter.com/i/web/status/2018650498585526273"
X Link 2026-02-03T11:39Z 49.7K followers, [----] engagements
"$CPRI . Its in the bag🤣😂. Capri Holdings beats by $0.03 beats on revs; guides FY26 EPS in-line revs in-line (23.14) Reports Q3 (Dec) earnings of $0.81 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.78; revenues fell 4.0% year/year to $1.02 bln vs the $1 bln FactSet Consensus. Co narrowsguidance for FY26 sees EPS of $1.30 to $1.40 from $1.20 to $1.40 excluding non-recurring items vs. $1.38 FactSet Consensus; sees FY26 revs of $3.45 bln to $3.475 bln from $3.375 bln to $3.45 bln vs. $3.46 bln FactSet Consensus."
X Link 2026-02-03T11:55Z 49.7K followers, [----] engagements
"$PNR . Pentair beats by $0.02 beats on revs; guides Q1 EPS below consensus revs below consensus; guides FY26 EPS in-line revs in-line (105.51) Reports Q4 (Dec) earnings of $1.18 per share $0.02 better than the FactSet Consensus of $1.16; revenues rose 4.9% year/year to $1.02 bln vs the $1.01 bln FactSet Consensus. Co issues downside guidance for Q1 sees EPS of $1.15-$1.18 excluding non-recurring items vs. $1.23 FactSet Consensus; sees Q1 revs growth of 1-2% equating to revenue of $1.02-$1.03 bln vs. $1.05 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $5.25-$5.40"
X Link 2026-02-03T11:58Z 49.7K followers, [----] engagements
"$HUBB . Hubbell beats by $0.02 reports revs in-line; guides FY26 EPS in-line revs in-line (495.59) Reports Q4 (Dec) earnings of $4.73 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $4.71; revenues rose 11.9% year/year to $1.49 bln vs the $1.49 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $19.15-19.85 vs. $19.85 FactSet Consensus; sees FY26 revs of $7-9% yr/yr to $6.25-6.37 bln vs. $6.3 bln FactSet Consensus. https://twitter.com/i/web/status/2018664834565574811 https://twitter.com/i/web/status/2018664834565574811"
X Link 2026-02-03T12:36Z 49.7K followers, [----] engagements
"@gmorton512 $TER $PLTR $DVA $FN $GLXY $PYPL $RMBS . Yo Greg. ya might say that we are seeing a sequel. to the Good The Bad and the Ugly"😂🤣"
X Link 2026-02-03T13:29Z 49.7K followers, [---] engagements
"$MU . This stock is trading at $420. that must be a . sign .right"
X Link 2026-02-03T15:39Z 49.7K followers, [----] engagements
"@epictrades1 $CRWD $TWLO . The same thing happened in [----]. these are high valuation equities"
X Link 2026-02-03T18:41Z 49.7K followers, [----] engagements
"@chung55 $TOST . Would you say that TOST . is Burnt Toast🤣😂 who da fool recommending this junk"
X Link 2026-02-03T20:32Z 49.7K followers, [---] engagements
"@Pat1Hash8368 $CSCO that stock was one of the all-time big winners in the stock market I refer to that chart often"
X Link 2026-02-04T02:43Z 49.7K followers, [--] engagements
"$YUMC . um China beats by $0.10 beats on revs; provides outlook and capital return update (50.74) Reports Q4 (Dec) earnings of $0.40 per share $0.10 better than the FactSet Consensus of $0.30; revenues rose 8.8% year/year to $2.82 bln vs the $2.72 bln FactSet Consensus.Same-store sales grew 3% YoY the third consecutive quarter of growth. Same-store transactions grew 4% YoY the 12th consecutive quarter of growth. [----] Outlook - The Company targets:Total stores of over [-----] or more than [----] net new stores. 40-50% franchise mix of net new stores for both KFC and Pizza Hut. Capital expenditures"
X Link 2026-02-04T11:20Z 49.7K followers, [----] engagements
"$GEHC . GE HealthCare beats by $0.04 beats on revs; guides FY26 EPS above consensus (78.78) Reports Q4 (Dec) earnings of $1.44 per share excluding non-recurring items $0.04 better than the FactSet Consensus of $1.40; revenues rose 7.1% year/year to $5.7 bln vs the $5.61 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $4.95-5.15 excluding non-recurring items vs. $4.94 FactSet revenue growth of 3.0% to 4.0% year-over-year Adjusted EBIT margin of 15.8% to 16.1% reflecting an expansion of [--] bps to [--] bps year-over-year Free cash flow of approximately $1.7 billion Expect"
X Link 2026-02-04T11:28Z 49.7K followers, [----] engagements
"$SLAB . SLAB Shares of chip designer Silicon Laboratories SLAB.O jumps 32.6% to $181.15 premarket. The Chipmaker Texas Instruments TXN.O in advance talks to buy SLAB for about $7 bln source tells Reuters. TXN and SLAB did not immediately respond to Reuters' requests for comment. Potential deal comes as chipmakers benefit from surge in demand from technology companies ramping up compute infrastructure to power their AI ambitions. Deal could be announced in coming days source says. If finalized it would be TXN's biggest acquisition in over a decade."
X Link 2026-02-04T11:34Z 49.7K followers, [----] engagements
"$BSX . Boston Scientific beats by $0.02 reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS in-line (91.62) Reports Q4 (Dec) earnings of $0.80 per share excluding non-recurring items $0.02 better than the FactSet Consensus of $0.78; revenues rose 15.9% year/year to $5.29 bln vs the $5.28 bln FactSet Consensus. Co issues in-line guidance for Q1 sees EPS of $0.78-0.80 excluding non-recurring items vs. $0.80 FactSet Consensus.The company estimates net sales growth for the first quarter of [----] versus the prior year period to be approximately [----] to [----] percent on a reported basis and"
X Link 2026-02-04T11:35Z 49.7K followers, [----] engagements
"$COR . pretty chart. Cencora beats by $0.03 reports revs in-line; reaffirms FY26 EPS guidance guides FY26 revs above consensus (361.75) Reports Q1 (Dec) earnings of $4.08 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $4.05; revenues rose 5.5% year/year to $85.93 bln vs the $86.06 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $17.45-17.75 excluding non-recurring items vs. $17.61 FactSet Consensus; sees FY26 revs of +7-9% yr/yr to $343.8-350.2 bln vs. $341.01 bln FactSet Consensus. https://twitter.com/i/web/status/2019014115059249359"
X Link 2026-02-04T11:44Z 49.7K followers, [----] engagements
"$RTX . Department of War🤔. RTX's Raytheon partners with Department of War on five landmark agreements to expand critical munition production (203.50) The Co. entered into five landmark framework agreements with the U.S. Department of War to significantly increase production capacity and speed deliveries of Land Attack and Maritime Strike variants of Tomahawk AMRAAM missiles Standard Missile-3 Block IB interceptors (SM-3 IB) Standard Missile-3 Block IIA interceptors and Standard Missile-6. As global demand for these precision munitions continues to grow these up-to-seven-year agreements"
X Link 2026-02-04T11:47Z 49.7K followers, [----] engagements
"$LLY . Eli Lilly beats by $0.63 beats on revs; guides FY26 EPS above consensus revs above consensus (1003.46) Reports Q4 (Dec) earnings of $7.54 per share excluding non-recurring items $0.63 better than the FactSet Consensus of $6.91; revenues rose 42.6% year/year to $19.29 bln vs the $17.94 bln FactSet Consensus.For Q4 [----] worldwide Mounjaro revenue increased 110% to $7.4 billion. U.S. revenue was $4.1 billion an increase of 57% reflecting strong demand partially offset by lower realized prices. Revenue outside the U.S. increased to $3.3 billion compared with $899 million in Q4 2024"
X Link 2026-02-04T11:49Z 49.7K followers, [----] engagements
"@aplumbob $GEHC $GEV . It certainly has not performed like GE Vernova. good luck👍👍"
X Link 2026-02-04T12:33Z 49.6K followers, [--] engagements
"$BUD . When Do You Say. Budweiser . When it makes new highs. like today😂🤣🍺🍻.Ill drink to that"
X Link 2026-02-04T15:04Z 49.7K followers, [----] engagements
"@Vera_Icona_23 @stamatoudism $LITE $COHR . Yo George. Thank you very much"
X Link 2026-02-04T15:20Z 49.7K followers, [---] engagements
"$BE Pulling back into the print tomorrow📉. everyone loved it on Tuesday📈👍. and hates it on Wednesday🤣"
X Link 2026-02-04T15:39Z 49.7K followers, [----] engagements
"$DJIA . Does everyone hav their Dow Jones Industrial Average [-----] hats/shirts🤣😂"
X Link 2026-02-04T15:47Z 49.7K followers, [----] engagements
"$BLBD . Blue Bird beats by $0.21 beats on revs; reaffirms FY26 revs guidance (49.69 -2.75) Reports Q1 (Dec) earnings of $1.00 per share excluding non-recurring items $0.21 better than the FactSet Consensus of $0.79; revenues rose 6.1% year/year to $333.08 mln vs the $326.87 mln FactSet Consensus. Co reaffirms guidance for FY26 sees FY26 revs of approximately $1.50 bln vs. $1.52 bln FactSet raises FY26 adj. EBITDA guidance to $225 mln. Additionally co is reiterating its long-term profit outlook towards an Adjusted EBITDA margin of 16%+ on $2 billion in revenue. http://Consensus.Co"
X Link 2026-02-04T21:08Z 49.7K followers, [----] engagements
"$KLIC . Kulicke & Soffa beats by $0.11 beats on revs; guides Q2 EPS above consensus revs above consensus (55.67 -1.53) Reports Q1 (Dec) earnings of $0.44 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $0.33; revenues rose 20.2% year/year to $199.7 mln vs the $190 mln FactSet Consensus. Co issues upside guidance for Q2 sees EPS of $0.60-0.74 excluding non-recurring items vs. $0.35 FactSet Consensus; sees Q2 revs of $220-240 mln vs. $191.45 mln FactSet Consensus. Lester Wong Kulicke & Soffa's Interim Chief Executive Officer and Chief Financial Officer stated"
X Link 2026-02-04T21:11Z 49.7K followers, [----] engagements
"$ELF . e.l.f. Beauty beats by $0.52 beats on revs; guides FY26 EPS above consensus revs above consensus (84.60 -0.22) Reports Q3 (Dec) earnings of $1.24 per share excluding non-recurring items $0.52 better than the FactSet Consensus of $0.72; revenues rose 37.8% year/year to $489.51 mln vs the $461.84 mln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $3.05-$3.10 excluding non-recurring items (from prior $2.80-$2.85) vs. $2.87 FactSet Consensus; sees FY26 revs of $1.600-$1.612 mln (from prior $1.55-$1.57 bln) vs. $1.57 bln FactSet Consensus."
X Link 2026-02-04T21:17Z 49.7K followers, [----] engagements
"$FLNC . OOPS. Fluence misses by $0.13 misses on revs; reaffirms FY26 revs guidance (28.99 -3.24) Reports Q1 (Dec) loss of $(0.34) per share $0.13 worse than the FactSet Consensus of ($0.21); revenues rose 154.4% year/year to $475.23 mln vs the $481.24 mln FactSet Consensus. Co reaffirms guidance for FY26 sees FY26 revs of $3.20-3.60 bln vs. $3.35 bln FactSet Consensus. "Accelerating data center growth utility demand and rising industrial loads continue to drive energy storage demand globally reflected in our pipeline which has grown by approximately 30% to $30 billion since September 2025""
X Link 2026-02-04T21:20Z 49.7K followers, [----] engagements
"@MalibuInvest $ELF . Yo Mr. Boom. I am so excited.😂🤣"
X Link 2026-02-04T21:50Z 49.7K followers, [---] engagements
"$TTMI . Q4 [----] Earnings Call Guidance Q1 [----] net sales: projected range of $770M to $810M. Q1 [----] non-GAAP EPS: projected range of $0.64 to $0.70 per diluted share. FY [----] total net sales: expected to increase in the range of 15% to 20% over [----] total net sales. Q1 [----] diluted share count assumption: approximately 106.7M shares including the dilutive effect of outstanding stock options and other stock awards. Q1 [----] SG&A expense: expected to be about 8.5% of net sales. Q1 [----] R&D expenditures: expected to be about 1% of net sales. Q1 [----] interest expense: expected to be approximately"
X Link 2026-02-04T22:38Z 49.7K followers, [----] engagements
"@VenkatP1359 $TTMI . Yo Venkat.That stock looks good"
X Link 2026-02-04T22:58Z 49.7K followers, [---] engagements
"$BMY . Bristol-Myers beats by $0.03 beats on revs; guides FY26 EPS above consensus revs in-line; increases dividend (57.62) Reports Q4 (Dec) earnings of $1.26 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $1.23; revenues rose 1.3% year/year to $12.5 bln vs the $12.28 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $6.05 to $6.35 excluding non-recurring items vs. $6.02 FactSet Consensus; sees FY26 revs of $46.0 bln to $47.5 bln vs. $44.18 bln FactSet Consensus. Dividend increased by 1.6% to $0.63."
X Link 2026-02-05T12:30Z 49.7K followers, [----] engagements
"$CMI . Cummins beats by $0.71 beats on revs; guides FY26 revs in-line (605.63 +2.94) Reports Q4 (Dec) earnings of $5.81 per share excluding non-recurring items $0.71 better than the FactSet Consensus of $5.10; revenues rose 1.1% year/year to $8.54 bln vs the $8.11 bln FactSet Consensus. Co issues in-line guidance for FY26 sees FY26 revs growing +3-8% which we compute as $34.68-36.36 bln vs. $35.01 bln FactSet Consensus. Co also guides to FY26 EBITDA margin of 17-18% up from 16% in 2025."In [----] we anticipate that demand will be slightly better in the North America on-highway truck markets"
X Link 2026-02-05T12:38Z 49.7K followers, [----] engagements
"$TPR .Its in the bags. apestry beats by $0.47 beats on revs; raises FY26 EPS above consensus revs above consensus; increases share buyback plan for FY26(129.92) Reports Q2 (Dec) earnings of $2.69 per share excluding non-recurring items $0.47 better than the FactSet Consensus of $2.22; revenues rose 14.0% year/year to $2.5 bln vs the $2.32 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $6.40-6.45 vs. $5.68 FactSet Consensus and prior guidance of $5.45-5.60; sees FY26 revs of over $7.75 bln vs. $7.4 bln FactSet Consensus and prior guidance for revenues in the area of $7.3"
X Link 2026-02-05T13:01Z 49.7K followers, [----] engagements
"@MalibuInvest $LLY"
X Link 2026-02-05T13:18Z 49.7K followers, [---] engagements
"$SIRI . Sirius XM reports Q4 (Dec) results revs in-line; guides FY26 revs in-line (20.73) Reports Q4 (Dec) earnings of $0.24 per share may not be comparable to the FactSet Consensus of $0.78; revenues rose 0.1% year/year to $2.19 bln vs the $2.17 bln FactSet Consensus. "As we look to [----] our focus remains on financial discipline a low-to-mid 3x leverage ratio and continued free cash flow growth toward our $1.5 billion [----] objective." Co issues in-line guidance for FY26 sees FY26 revs of $8.5 bln vs. $8.55 bln FactSet Consensus. Adjusted EBITDA of approximately $2.6 billion and Free cash"
X Link 2026-02-05T13:23Z 49.7K followers, [----] engagements
"$TPR . It must be the shoes🤔🤔 .errr. Oh no. it is all in the bags😂🤣"
X Link 2026-02-05T18:39Z 49.7K followers, [----] engagements
"@smartertrader $MU . When does the CEO of Micron come out and issue some raised guidance for the quarter and the year Only a matter of time"
X Link 2026-02-05T18:40Z 49.6K followers, [----] engagements
"$GOLD . halted. news pending"
X Link 2026-02-05T20:30Z 49.7K followers, [----] engagements
"@dana_marlane $HOOD embrace the lower prices I guess🤔🤔📉"
X Link 2026-02-05T21:00Z 49.6K followers, [---] engagements
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