# ![@OwlStreetCan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1103752785701400576.png) @OwlStreetCan Owl Street

Owl Street posts on X about ai, strong, stocks, $googl the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1103752785701400576/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1103752785701400576/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1103752785701400576/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1103752785701400576/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1103752785701400576/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1103752785701400576/c:line/m:followers.svg)


### CreatorRank: [---------] [#](/creator/twitter::1103752785701400576/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1103752785701400576/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51.33% [finance](/list/finance)  38.94% [technology brands](/list/technology-brands)  20.35% [countries](/list/countries)  7.96% [cryptocurrencies](/list/cryptocurrencies)  7.08% [exchanges](/list/exchanges)  4.42% [celebrities](/list/celebrities)  2.65% [automotive brands](/list/automotive-brands)  2.65% [travel destinations](/list/travel-destinations)  1.77% [social networks](/list/social-networks)  1.77%

**Social topic influence**
[ai](/topic/ai) 23.89%, [strong](/topic/strong) 9.73%, [stocks](/topic/stocks) 8.85%, [$googl](/topic/$googl) 6.19%, [$oscr](/topic/$oscr) 5.31%, [health](/topic/health) 5.31%, [$upst](/topic/$upst) 5.31%, [china](/topic/china) 5.31%, [investment](/topic/investment) 4.42%, [$mda](/topic/$mda) #3

**Top accounts mentioned or mentioned by**
[@qinbafrank](/creator/undefined) [@blackpanthercap](/creator/undefined) [@tickertalk1](/creator/undefined) [@mikelongterm](/creator/undefined) [@penghellen](/creator/undefined) [@goddreng10](/creator/undefined) [@upstart](/creator/undefined) [@polymarket](/creator/undefined) [@business](/creator/undefined) [@macro_guru](/creator/undefined) [@cryptopunk2020](/creator/undefined) [@perchlittle](/creator/undefined) [@datainvest7475](/creator/undefined) [@manuforticanada](/creator/undefined) [@angelasky65996](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Redwire Corporation (RDW)](/topic/$rdw) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Peabody Energy Corporation (BTU)](/topic/$btu) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [NVIDIA Corp. (NVDA)](/topic/$nvda) [RAI Finance (SOFI)](/topic/$sofi) [ZetaChain (ZETA)](/topic/$zeta) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Tesla, Inc. (TSLA)](/topic/$tsla) [Teck Resources Limited (TECK)](/topic/$teck) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alliance Resource Partners LP (ARLP)](/topic/alliance-resource) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Pangolin (PNG)](/topic/$png)
### Top Social Posts
Top posts by engagements in the last [--] hours

"How to invest SpaceX before IPO As of February [--] [----] SpaceX remains a private company meaning it does not have a traditional stock ticker on public exchanges like the NYSE or Nasdaq. However the landscape for investors shifted dramatically today with the official announcement that SpaceX has acquired xAI. This landmark merger values the combined entity at approximately $1.25 trillion and integrates Musk's AI development (Grok) social media data (X) and satellite infrastructure (Starlink) into a single powerhouse. This consolidation is widely viewed as the final step toward a massive SpaceX"  
[X Link](https://x.com/OwlStreetCan/status/2018501606501916836)  2026-02-03T01:47Z [---] followers, [---] engagements


"$OSCR Oscar Health shares have plummeted nearly 50% from their 52-week high to trade near $12.28 as of February [----] driven by a volatile mix of surging medical costs that spiked the company's Medical Loss Ratio intense investor anxiety over the imminent expiration of enhanced Affordable Care Act subsidies that threaten to slash membership by up to 30% and significant political uncertainty following proposals to bypass traditional insurers all while the market braces for a potentially difficult February 10th earnings report. https://twitter.com/i/web/status/2019850726948880672"  
[X Link](https://x.com/OwlStreetCan/status/2019850726948880672)  2026-02-06T19:08Z [---] followers, [---] engagements


"$OSCR [----] [--] Oscar Health [--] 50% [-----] MLRACA 30% [--] [--] https://twitter.com/i/web/status/2019851280609673321 https://twitter.com/i/web/status/2019851280609673321"  
[X Link](https://x.com/OwlStreetCan/status/2019851280609673321)  2026-02-06T19:10Z [---] followers, [---] engagements


"Oscar Health $OSCR Q4 [----] Q4 [----] 17% [---] GAAP [----] MLR 95.4%  [----] [------] [----] [---]  60%  2.54.5 MLR 80%  [----] ACA [---]   5% [----]  4%7%+  [--]  https://twitter.com/i/web/status/2021231222266167303 https://twitter.com/i/web/status/2021231222266167303"  
[X Link](https://x.com/OwlStreetCan/status/2021231222266167303)  2026-02-10T14:34Z [---] followers, [---] engagements


"@qinbafrank CrowdStrike Rubrik. Lemonade Upstart Oscar Health"  
[X Link](https://x.com/OwlStreetCan/status/2022677231127138572)  2026-02-14T14:20Z [---] followers, [---] engagements


"$MDA & $PNG.V my two favorite defense & Space stocks"  
[X Link](https://x.com/OwlStreetCan/status/2023795838485676104)  2026-02-17T16:25Z [---] followers, [---] engagements


"Peabody Energy $BTU Warrior Met Coal $HCC Core Natural Resources $CNR Alliance Resource Partners $ARLP Alpha Metallurgical Resources $AMR https://twitter.com/i/web/status/2021842985080746325 https://twitter.com/i/web/status/2021842985080746325"  
[X Link](https://x.com/OwlStreetCan/status/2021842985080746325)  2026-02-12T07:05Z [---] followers, [---] engagements


"The Federal Reserve just conducted an overnight repo operation injecting $11 billion in liquidity to stabilize short-term funding markets. This follows similar but smaller injections recently amid a shift to reserve management purchases totaling around $40 billion monthly"  
[X Link](https://x.com/OwlStreetCan/status/2023792350481580216)  2026-02-17T16:11Z [---] followers, [--] engagements


"The AI film is proving that you dont need a Hollywood budget to tell a powerful storyjust imagination and the right algorithms"  
[X Link](https://x.com/OwlStreetCan/status/2023838093594550751)  2026-02-17T19:12Z [---] followers, [--] engagements


"Deep Sea High Stakes: Is $PNG the Next Multi-Bagger Defense Giant 1/ The Silent Pivot: Most investors are staring at the sky (drones) but the real front line is the ocean floor. Kraken Robotics ($PNG.V / $KRKNF) is no longer a "niche hardware" playits becoming the universal sensing and power layer for the world's autonomous underwater fleets. #DefenseTech #UUV 2/ The $35M "Vindication" Order: Jan [----] was a watershed moment. $PNG secured $35M in battery orders from [--] global customers in one day. For context that single announcement surpassed their entire Q3 [----] revenue. This isn't a pilot;"  
[X Link](https://x.com/OwlStreetCan/status/2018461638886883346)  2026-02-02T23:08Z [---] followers, [---] engagements


"Its been a rough ride for The Trade Desk ( $TTD). Once the darling of the ad-tech world the stock has been hammered over the last year recently hitting a low around $27a massive fall from its high of over $125. Here is the breakdown of what happened and where things stand: The Big Slide In [----] $TTD actually took the title of the worst-performing stock in the S&P [---]. While most software stocks struggled $TTD lost nearly 70% of its value in a single year. The selling hasnt stopped in early [----] with the stock dropping another 10% just last week after their CFO resigned unexpectedly after only"  
[X Link](https://x.com/OwlStreetCan/status/2019034775869399513)  2026-02-04T13:06Z [---] followers, [---] engagements


"Why Generic AI Cant Kill the King of Commerce Shopify/ $SHOP 1/ Theres a lot of talk about "SaaS decay"the idea that Generic AI (like ChatGPT) will make specialized software obsolete. But when you look at Shopify ($SHOP) the "AI threat" actually looks more like a massive rocket booster. Heres why. 2/ The Data Gold Mine. Generic AI is trained on the public webthe "surface" of the internet. Shopify sits on the "deep web" of commerce. They process 10% of all US e-commerce. That is billions of transactions shipping routes and refund patterns that OpenAI cant see. 3/ Context is King. An AI can"  
[X Link](https://x.com/OwlStreetCan/status/2019150243632410640)  2026-02-04T20:45Z [---] followers, [----] engagements


"Fluence ( $FLNC) just reported Q1 FY26 numbers and holy crap the top line is wild: Revenue jumped to $475 million up **154%** year-over-year. They smashed expectations. New orders hit a record $757 million (3.9 GWh worth of projects). Backlog now sits at $5.5 billion which basically covers the whole middle of their full-year revenue guide. But the bottom line is where people freaked out: They lost $45 million ( -$0.34/share) way worse than the -$0.20-ish consensus. Gross margins got crushed to 5.6% because of startup/ramp costs on big new projects (most of which they say theyll recover in"  
[X Link](https://x.com/OwlStreetCan/status/2019265159043383804)  2026-02-05T04:21Z [---] followers, [----] engagements


"$AVGO Broadcom ($AVGO) is a compelling bullish play as it scales custom silicon partnerships with tech giants like Google Meta and ByteDance alongside AI leaders OpenAI and Anthropic. Beyond hardware the successful integration of VMware is significantly bolstering its cloud platform presence and high-margin recurring revenue. Broadcom ($AVGO) is a compelling bullish play as it scales custom silicon partnerships with tech giants like Google Meta and ByteDance alongside AI leaders OpenAI and Anthropic. Beyond hardware the successful integration of VMware is significantly bolstering its cloud"  
[X Link](https://x.com/OwlStreetCan/status/2019548510304235737)  2026-02-05T23:07Z [---] followers, [---] engagements


"$BITCOIN $IBIT $MSTR Bitcoin has plunged dramatically to around $60000$62000 on February [--] [----] marking a shocking 1518% single-day drop and erasing much of its [----] gains amid intensified sell-offs renewed "crypto winter" fears and broad risk-off sentiment in global markets. https://twitter.com/i/web/status/2019569568528887814 https://twitter.com/i/web/status/2019569568528887814"  
[X Link](https://x.com/OwlStreetCan/status/2019569568528887814)  2026-02-06T00:31Z [---] followers, [---] engagements


"$GLXY On February [--] [----] Galaxy Digital ( $GLXY) announced a board-approved $200 million share repurchase program triggering a 17% stock surge as the company leverages a strong balance sheet to return capital to shareholders"  
[X Link](https://x.com/OwlStreetCan/status/2019807033319649360)  2026-02-06T16:14Z [---] followers, [---] engagements


"$MSTR MicroStrategy ($MSTR) reported Q4 [----] revenue of $123 million beating estimates by 3% but recorded a $12.4 billion net loss driven by a $17.4 billion unrealized fair-value hit on its Bitcoin holdings as the price fell from $120000 to $89000 in the quarter; despite the loss the company now holds [------] BTC at an average cost of $76052 per coin with a [----] BTC yield of 22.8% sending shares surging as much as 18% intraday on February [--] [----] to close near $126.59 as Bitcoin paused its decline and rebounded from $60000 toward $69000. https://twitter.com/i/web/status/2019809045327360077"  
[X Link](https://x.com/OwlStreetCan/status/2019809045327360077)  2026-02-06T16:22Z [---] followers, [--] engagements


"BREAKING: $750 MILLION LOSS IN WEEKS Jack Yi's Trend Research has fully liquidated its massive leveraged ETH long on Aave. 658k773k ETH dumped over days at average prices of $2058$2326 to repay loans. Realized loss now sits between $688$750 million. All previous profits erased. Position now hundreds of millions in the red. Portfolio essentially wiped out. Even experienced players get destroyed when leverage goes the wrong way. Is this the final capitulation bottom for ETH or more downside ahead #Ethereum #Crypto #ETH #Bitcoin #Leverage #Web3"  
[X Link](https://x.com/OwlStreetCan/status/2020524926781030669)  2026-02-08T15:47Z [---] followers, [--] engagements


"@BlackPantherCap All those are good signs for the stock but I think $RDW & $KRKNF has more potential in the defense sector"  
[X Link](https://x.com/OwlStreetCan/status/2020694534792106292)  2026-02-09T03:01Z [---] followers, [---] engagements


"@Tickertalk1 Have you looked into $RDW & $KRKNF They have more opportunities too"  
[X Link](https://x.com/OwlStreetCan/status/2020695837425480084)  2026-02-09T03:06Z [---] followers, [---] engagements


"Redwire Corporation ( $RDW) stands out as a key player in the expanding space and defense sectors powering Blue Origin's ambitious lineupincluding Orbital Reef space station Blue Ring mobility platform Blue Moon lunar lander and Blue Alchemist's groundbreaking regolith-to-solar-cell tech for sustainable lunar baseswhile securing a spot on the massive $151 billion Missile Defense Agency SHIELD IDIQ contract to bolster U.S. homeland missile defense capabilities. https://twitter.com/i/web/status/2020923001689301213 https://twitter.com/i/web/status/2020923001689301213"  
[X Link](https://x.com/OwlStreetCan/status/2020923001689301213)  2026-02-09T18:09Z [---] followers, [---] engagements


"Redwire Corporation $RDW Blue Origin Orbital Reef Blue Ring Blue Moon Blue Alchemist Redwire MDA [----] SHIELD IDIQ"  
[X Link](https://x.com/OwlStreetCan/status/2020923404245926065)  2026-02-09T18:11Z [---] followers, [---] engagements


"Credo Technology ( $CRDO) unveiled a blockbuster preliminary Q3 FY2026 revenue outlook of $404$408 millionsurging 18% above its prior guidance and delivering explosive 51% sequential growthpositioning the company as a critical high-speed connectivity powerhouse poised to capitalize on relentless AI data center expansion with superior power-efficient Active Electrical Cables that continue to dominate short-reach interconnects over traditional optics. https://twitter.com/i/web/status/2021096973793886246 https://twitter.com/i/web/status/2021096973793886246"  
[X Link](https://x.com/OwlStreetCan/status/2021096973793886246)  2026-02-10T05:40Z [---] followers, [---] engagements


"$CRDO: The High-Speed AI Data Center Play Set to Capture Multi-Year Growth [--]. Company Overview Credo Technology Group is a semiconductor technology company focused on highspeed connectivity solutions for data centers and cloud infrastructure. Its products include Active Electrical Cables (AECs) optical Digital Signal Processors (DSPs) and retimers/SerDesbased interconnect solutions designed to support high bandwidth lowlatency communication within and between AI servers and racks. These technologies are increasingly used in hyperscale AI and cloud compute environments. [--]. Market Opportunity"  
[X Link](https://x.com/OwlStreetCan/status/2021115513766805627)  2026-02-10T06:54Z [---] followers, [---] engagements


"$UPST vs $PGY Two AI lending stocks very different bets 1/ At a glance $UPST and $PGY look similar: Both use AI / machine learning to improve credit underwriting. Both sit at the intersection of fintech + capital markets. Both are highly sensitive to the credit cycle. But thats where the similarity mostly ends. 2/ What they both do (the overlap): Use AI models to price credit risk better than traditional FICO Partner with banks / lenders rather than being pure consumer brands Depend on institutional capital to scale loan volume Stocks move hard with rates liquidity and risk appetite Same"  
[X Link](https://x.com/OwlStreetCan/status/2021248374750707753)  2026-02-10T15:42Z [---] followers, [---] engagements


"$VRT Earnings Tomorrow Calm Before the Next Move Vertiv Holdings ( $VRT) is set to report its Q4 [----] earnings tomorrow Wednesday February [--] [----] before the market opens. Expectations are high as Vertiv continues to be a primary "picks-and-shovels" play for the AI boom specifically through its liquid cooling and power management solutions. The Numbers to Watch Wall Street is looking for significant year-over-year growth. Here are the consensus estimates: Earnings Per Share (EPS): $1.29 (expected increase of 30% YoY). Revenue: $2.88 billion (expected increase of 23% YoY). Backlog: Investors"  
[X Link](https://x.com/OwlStreetCan/status/2021293042628771913)  2026-02-10T18:39Z [---] followers, [---] engagements


"$UPST vs $PGY AI 1/$UPST $PGY  AI /  +  2/  AI FICO  /    3/$UPST Upstart AI     4/$PGY Pagaya  AI  5/ $UPST   $PGY  ABS / forward flow   6/ $UPST   $PGY  UPST = Beta PGY = 7/ $UPST  $PGY PGY 8/ $UPST $PGY UPST PGY 9/ $UPST  + +  $PGY  + + UPST PGY 10/  +  $UPST  $PGY AI  https://twitter.com/i/web/status/2021297223066325304 https://twitter.com/i/web/status/2021297223066325304"  
[X Link](https://x.com/OwlStreetCan/status/2021297223066325304)  2026-02-10T18:56Z [---] followers, [---] engagements


"Why Optical Interconnects Are the Next Frontier of the AI Trade 1/10 The AI revolution has moved beyond the GPU. In [----] the bottleneck is no longer how fast a chip can compute but how fast data moves between chips. The industry is hitting a physical wall with copper triggering a massive pivot toward optical infrastructure. 2/10 The Physical Layer: The Glass Monopoly. Corning ( $GLW) has transformed from a traditional materials company into a critical AI infrastructure play. Their high-density fiber solutions are the literal plumbing for next-generation data centers. Without specialized glass"  
[X Link](https://x.com/OwlStreetCan/status/2021321316910153964)  2026-02-10T20:32Z [---] followers, [--] engagements


"$VRT  Vertiv Holdings$VRT2026 [--] [--] [----] Q4  Vertiv AI  EPS [----] 30% [----] 23% Backlog [--]  [--] [----] [----] Q4 20%+ [--] Nvidia Nvidia [--]  22% Vertiv [--] [---]  VRT [----] Q1 [---]  VRT [---] Zacks #2 / [----] [--]  [----]  Book-to-Bill Ratio [---] [---] VRT  AI https://twitter.com/i/web/status/2021322341045952964 https://twitter.com/i/web/status/2021322341045952964"  
[X Link](https://x.com/OwlStreetCan/status/2021322341045952964)  2026-02-10T20:36Z [---] followers, [---] engagements


"Robinhood ( $HOOD) Q4 [----] Earnings Quick Hit: - **EPS:** $0.66 Beat estimates ($0.63$0.64) ✅ - **Revenue:** $1.28B Missed estimates ($1.33B$1.35B) ❌ Crypto revenue tanked 38% YoY dragging transaction revenue lower despite strong options/equities gains. **After-hours reaction:** Stock plunged 78% (reports from -6% to -8.6%). https://twitter.com/i/web/status/2021341704352329813 https://twitter.com/i/web/status/2021341704352329813"  
[X Link](https://x.com/OwlStreetCan/status/2021341704352329813)  2026-02-10T21:53Z [---] followers, [---] engagements


"$ALAB Q4 Earnings: Astera Labs just reported record results but shares are seeing a "sell the news" reaction after-hours. Q4 Scorecard (Non-GAAP) * Revenue: $270.6M (vs. $249.5M Est.) 🟢 * EPS: $0.58 (vs. $0.51 Est.) 🟢 * Op. Income: $109.1M (vs. $100M Est.) 🟢 * Gross Margin: 75.7% (Elite profitability) Q1 [----] Guidance * Revenue: $286M$297M (vs. $260M Est.) 🔥 * EPS: $0.53$0.54 (vs. $0.52 Est.) 🟢 The After-Hours Twist : * Price Action: Down 7.9% to $168.35. * The Catalysts: CFO Mike Tate is transitioning to an advisory role (replaced by Desmond Lynch) and Q1 margin guidance (74%) is a"  
[X Link](https://x.com/OwlStreetCan/status/2021344704164659379)  2026-02-10T22:05Z [---] followers, [---] engagements


"$ALAB Q4 Astera Labs sell the news Q4 GAAP [-----] [-----] 🟢 EPS0.58 0.51🟢 [-----] [----] 🟢 75.7% [----] Q1 [----] [----] [----] 🔥 EPS0.530.54 0.52🟢  7.9% [------]  CFO Mike Tate Desmond Lynch Q1 74% Q4 https://twitter.com/i/web/status/2021345152640614723 https://twitter.com/i/web/status/2021345152640614723"  
[X Link](https://x.com/OwlStreetCan/status/2021345152640614723)  2026-02-10T22:06Z [---] followers, [---] engagements


"Spotify ( $SPOT) **crushed** Q4 [----] earnings with beats across the board and record user adds **Q4 Key Results vs. Consensus Estimates:** - **Monthly Active Users (MAUs)**: **751 million** (+11% YoY Consensus 745745.4M **Beat by +6M**) - **Premium Subscribers**: **290 million** (+10% YoY Consensus 289289.3M **Beat by +1M**) - **Revenue**: **4.53 billion** ($5.3B) (+13% YoY constant currency Consensus 4.54.61B **Slight beat** 1050M) - **Gross Margin**: **33.1%** (record high) (+83 bps YoY Beat expectations for continued expansion) - **Operating Income/Margin**: **701 million** (15.5% margin)"  
[X Link](https://x.com/OwlStreetCan/status/2021347748055024046)  2026-02-10T22:17Z [---] followers, [--] engagements


"@MikeLongTerm The drama has already priced in and obviously be overreacted $HIMS platform is still intact and market will revert to its fundament . This is good time to buy dip for long time"  
[X Link](https://x.com/OwlStreetCan/status/2021390172534010362)  2026-02-11T01:05Z [---] followers, [---] engagements


"Upstart ( $UPST) delivered a compelling Q4 [----] earnings report on February [--] [----] sparking strong initial enthusiasm in after-hours trading. Key highlights: - Revenue hit $296.1 million beating estimates of $288-289 million (up 35% YoY). - Fee revenue reached $265 million. - Net income turned positive at $18.6-19 million (vs. a loss last year) with GAAP EPS of $0.17 (beat some GAAP consensus near $0.15 but missed adjusted EPS estimates around $0.46-0.47). - Transaction volume surged to $3.2 billion (up 52% YoY exceeding expectations). - Loans originated totaled [------] (up 86% YoY). -"  
[X Link](https://x.com/OwlStreetCan/status/2021435946315677708)  2026-02-11T04:07Z [---] followers, [---] engagements


"Vertiv ( $VRT) Q4 [----] Earnings: Mixed Quarter Explosive Guidance & AI Demand Surge Vertiv delivered solid results driven by AI data center momentum with forward indicators far outpacing the quarter investors are rewarding the massive backlog and blowout [----] outlook. Q4 [----] vs. Estimates Revenue: $2.88B vs. Est. $2.89B Slight miss (but +23% YoY organic growth strong) Adjusted EPS: $1.36 vs. Est. $1.29$1.30 Beat** (+56%) GAAP Diluted EPS: $1.14 vs. Est. $1.30 Miss (non-adjusted items impacted) Adjusted Operating Margin: 23.2% +170 bps YoY (strong expansion) Key Demand Signals (the real"  
[X Link](https://x.com/OwlStreetCan/status/2021617026922590388)  2026-02-11T16:07Z [---] followers, [---] engagements


"Upstart ( $UPST) Earnings Paradox: Why a Revenue Beat Led to a Market Sell-off Upstart ( $UPST) recently reported its Q4 [----] results and while the headline numbers suggested a "double beat" the stock faced immediate downward pressure. For a company priced as a high-growth AI disruptor Wall Streets reaction highlights a pivot from valuing "growth at all costs" to "quality of earnings." Here are the three critical factors that explain why the market turned cold despite the beat: [--]. The Massive EPS Miss and Margin Erosion While Upstart exceeded revenue expectations it failed significantly on"  
[X Link](https://x.com/OwlStreetCan/status/2021633166889664568)  2026-02-11T17:11Z [---] followers, [----] engagements


"Astera Labs ( $ALAB ): Why a 115% Growth Rate Resulted in a 20% Sell-Off [--]. The Amazon Deal Accounting The company signed a landmark [---] billion dollar purchase agreement with Amazon. While this guarantees massive long-term revenue the deal includes stock warrants. Under accounting rules these warrants are treated as a reduction in revenue. This will create a persistent 2% drag on gross margins every quarter starting in [----] which the market interpreted as the "cost" of buying growth. [--]. Shrinking Profit Margins Management issued a lower-than-expected forecast for profit margins in the coming"  
[X Link](https://x.com/OwlStreetCan/status/2021640492660703383)  2026-02-11T17:40Z [---] followers, [---] engagements


"Upstart $UPST Upstart $UPST 2025AI EPS Upstart 2.962.88EPS0.170.4663% 53%61%Upstarttake rate CEO Dave Girouard202651Paul GuCEO Paul GuUpstart AI  UpstartAI 20% 5UpstartUMI2026Upstart35% UpstartQ4CEO https://twitter.com/i/web/status/2021641375968899205 https://twitter.com/i/web/status/2021641375968899205"  
[X Link](https://x.com/OwlStreetCan/status/2021641375968899205)  2026-02-11T17:43Z [---] followers, [---] engagements


"$LMND Earnings Preview: Growth Intact Profitability Still in Focus Lemonade reports Q4 earnings on February [--] (pre-market). Heres what Wall Street is expecting: Revenue Consensus estimate: $218 million Analyst range: $204M$222M Implies continued strong year-over-year growth EPS Consensus estimate: $0.39 Analyst range: $0.47 to $0.29 Expected to show narrowing losses vs. last quarter ($0.51) Analyst 12-Month Price Targets Consensus target: roughly $60$72 depending on source Bull case targets: as high as $90+ Bear case targets: as low as $40 Takeaway Wall Street expects solid top-line growth"  
[X Link](https://x.com/OwlStreetCan/status/2021654813629641089)  2026-02-11T18:37Z [---] followers, [--] engagements


"Astera Labs$ALAB 115% 20% [--].  [--] [----] 2% [--].  74% 76% Taurus [--]. CFO  Mike Tate Rambus [--].  AI Astera [----] [--].  [---] [----] https://twitter.com/i/web/status/2021656831740064255 https://twitter.com/i/web/status/2021656831740064255"  
[X Link](https://x.com/OwlStreetCan/status/2021656831740064255)  2026-02-11T18:45Z [---] followers, [---] engagements


"Cathie Wood's ARK Invest made a bold move on February [--] [----] aggressively scooping up [------] shares of Robinhood ( $HOOD ) across its ARKK ARKW and ARKF ETFs for a precise total of $37133793 signalling her strong conviction that the fintech leader's current price dip represents a compelling long-term opportunity in the evolving digital trading and crypto-enabled landscape. This substantial purchase highlights Wood's ongoing strategy of capitalizing on market volatility to build positions in innovative platforms like Robinhood which continues to demonstrate robust growth in areas such as Gold"  
[X Link](https://x.com/OwlStreetCan/status/2021762858716180861)  2026-02-12T01:46Z [---] followers, [---] engagements


"President Trump signed an executive order today requiring the Pentagon to enter long-term power purchase agreements with coal-fired plants to supply reliable electricity to military bases prompting strong criticism from climate advocates and enthusiastic support from coal-producing regions while driving significant gains in shares of major coal companies including Peabody Energy ( $BTU) Warrior Met Coal ( $HCC) Core Natural Resources ( $CNR) Alliance Resource Partners ( $ARLP) and Alpha Metallurgical Resources ( $AMR) as the administration advances its energy independence agenda."  
[X Link](https://x.com/OwlStreetCan/status/2021828193485803849)  2026-02-12T06:06Z [---] followers, [--] engagements


"Cathie Wood ARK Invest [----] [--] [--] ARKKARKW ARKF ETF [------] Robinhood $HOOD [--------]  Robinhood Robinhood Gold https://twitter.com/i/web/status/2021828668432199773 https://twitter.com/i/web/status/2021828668432199773"  
[X Link](https://x.com/OwlStreetCan/status/2021828668432199773)  2026-02-12T06:08Z [---] followers, [--] engagements


"$NBIS (Nebius) Q4 Earnings Snapshot Nebius just reported and results came in below expectations: EPS: -$0.68 vs. -$0.54 est. miss Revenue: $228M vs. $239M est. miss YoY Revenue Growth: 547% Net Loss: $250M (widened YoY)"  
[X Link](https://x.com/OwlStreetCan/status/2021938147568103526)  2026-02-12T13:23Z [---] followers, [---] engagements


"McDonalds ( $MCD) released its Q4 [----] earnings on February [--] 2026: Revenue: $7.0 billion up 10% YoY Net Profit: $2.16 billion up 7% YoY Profit Margin: 31% (calculated from net profit/revenue) The company also announced plans to open approximately [----] new restaurants globally in [----] with around [---] in the U.S. Despite a challenging consumer environment McDonalds achieved double-digit revenue growth and continues aggressive expansion signaling strong confidence in its brand resilience and future growth prospects. https://twitter.com/i/web/status/2021983818069221443"  
[X Link](https://x.com/OwlStreetCan/status/2021983818069221443)  2026-02-12T16:24Z [---] followers, [--] engagements


"$NBISNebiusQ4 Nebius EPS-0.68 [-----] [----] [----]  547% 2.5"  
[X Link](https://x.com/OwlStreetCan/status/2021984738752573566)  2026-02-12T16:28Z [---] followers, [---] engagements


"Gold down. Silver down harder. Crypto pulling back. Stocks under pressure. Dollar slipping. What can we do now"  
[X Link](https://x.com/OwlStreetCan/status/2022028667006877940)  2026-02-12T19:22Z [---] followers, [--] engagements


"The Orbital Duopoly: Analyzing SpaceX vs. AST SpaceMobile in the D2C Race 1/10 The Satellite-to-Phone (D2C) market is shifting from a conceptual phase to a global infrastructure reality. SpaceX and AST SpaceMobile ($ASTS) are the two primary contenders but they are building fundamentally different networks. One focuses on ubiquitous low-bandwidth coverage the other on high-speed orbital broadband. 2/10 Technical Philosophy: SpaceX utilizes a high-volume small-satellite approach. By launching thousands of D2C-enabled Starlink units they create a dense mesh designed for "thin" connectivity. AST"  
[X Link](https://x.com/OwlStreetCan/status/2022126409918083318)  2026-02-13T01:51Z [---] followers, [--] engagements


"Pres. Trump plans to roll back some steel & aluminum tariffs per Financial Times report. Admin reviewing product lists to exempt certain items halt expansions and shift to targeted probes amid affordability crisis & voter concerns over higher costs. Potential relief for manufacturers autos construction. https://twitter.com/i/web/status/2022218703254041033 https://twitter.com/i/web/status/2022218703254041033"  
[X Link](https://x.com/OwlStreetCan/status/2022218703254041033)  2026-02-13T07:58Z [---] followers, [--] engagements


"SpaceX AST SpaceMobile D2C 1/10 D2CSpaceX AST SpaceMobile$ASTS 2/10 SpaceX D2C Starlink AST SpaceMobile MIMO 3/10 Starlink ASTS 4G/5G [---] 4/10 SpaceX Starlink 5/10 SpaceX T-Mobile PCS ASTS AT&TVerizon Vodafone 6/10 vs Starlink ASTS 7/10 D2C SpaceX ASTS 8/10 SpaceX ASTS ASTS 9/10 SpaceX $ASTS 10/10 SpaceX SOS AST SpaceMobile ARPU"  
[X Link](https://x.com/OwlStreetCan/status/2022219260379213872)  2026-02-13T08:00Z [---] followers, [--] engagements


"The Silicon Valley Civil War: Musk vs. Altman From "Saving Humanity" to $97 Billion Lawsuits. 1/15 If you think Hollywood drama is wild you haven't seen the Elon Musk vs. Sam Altman saga. This isnt just businessits a 10-year blood feud over who controls the "God-like" power of AGI. #AI #OpenAI #ElonMusk #SamAltman 2/15 The Honeymoon: [----] It started with a shared fear: Google. Musk and Altman met at a Palo Alto dinner and agreed that if Google monopolized AI humanity was doomed. The mission: Create OpenAIa non-profit open-source lab to "democratize" AI. 3/15 The Secret Weapon Musk was the"  
[X Link](https://x.com/OwlStreetCan/status/2022226702441787643)  2026-02-13T08:29Z [---] followers, [--] engagements


"Financial Times"  
[X Link](https://x.com/OwlStreetCan/status/2022228243848560957)  2026-02-13T08:35Z [---] followers, [--] engagements


"Breaking: Inflation cooled more than anticipated in January as falling energy prices pulled the headline rate to a multi-year low. January [----] Data vs. Estimates Headline CPI (YoY): 2.4% Actual 2.5% Estimate (Beat) Headline CPI (MoM): 0.2% Actual 0.3% Estimate (Beat) Core CPI (YoY): 2.5% Actual 2.5% Estimate (Matched) Core CPI (MoM): 0.3% Actual 0.3% Estimate (Matched) Key Takeaways Energy Impact: A sharp 1.5% drop in energy costs was the primary driver behind the lower headline figure. Core Stability: Core inflation (excluding food/energy) remains steady at 2.5% its lowest level since 2021."  
[X Link](https://x.com/OwlStreetCan/status/2022306122972250445)  2026-02-13T13:45Z [---] followers, [--] engagements


"Supreme Court Sets Feb. [--] Opinion Day as Trump Tariffs Ruling Awaits Washington D.C. Feb. [--] [----] The U.S. Supreme Court today announced February [--] [----] as its next opinion release date after winter recess with additional days on Feb. [--] and [--]. All eyes are on the pending challenge to President Trumps IEEPA tariffs (25% Canada/Mexico 10%+ China) argued Nov. [--] [----]. Lower courts invalidated them ruling IEEPA does not authorize presidential tariffs. Markets currently give 70% odds the tariffs are struck down potentially triggering large importer refunds. February [--] is now the earliest"  
[X Link](https://x.com/OwlStreetCan/status/2022352956528693685)  2026-02-13T16:51Z [---] followers, [--] engagements


"1 [-----] vs  CPI2.4% 2.5%✅  CPI0.2% 0.3%✅  CPI2.5% 2.5%➡  CPI0.3% 0.3%➡  1.5% 2.5%2021 3FOMC"  
[X Link](https://x.com/OwlStreetCan/status/2022353702968041810)  2026-02-13T16:54Z [---] followers, [--] engagements


"AIs Next Bottleneck: Why Connectivity Matters as Much as Compute Lets break it down. 1/ Phase [--] of the AI boom was obvious: $NVDA NVIDIA GPU scarcity explosive revenue growth margin expansion multiple expansion. Compute was the bottleneck. But bottlenecks shift. 2/ As AI clusters scale to tens of thousands of GPUs the constraint is no longer just compute power. Its: GPU-to-GPU bandwidth Rack-to-rack latency Power efficiency per bit transferred AI is entering Phase 2: Compute bottleneck Interconnect bottleneck 3/ Training frontier models requires massive parallelization. If GPUs cannot"  
[X Link](https://x.com/OwlStreetCan/status/2022459404663336966)  2026-02-13T23:54Z [---] followers, [---] engagements


"220  [-------] [------------] IEEPA/25%10%2025115IEEPA 70% 22012"  
[X Link](https://x.com/OwlStreetCan/status/2022459849997762586)  2026-02-13T23:56Z [---] followers, [--] engagements


"Why Alphabet ( $GOOGL) Is the Single Best Way to Own the Future of Technology Investing in $GOOGL means owning tomorrows most important technologies. Alphabet funds the biggest bets in AI autonomy quantum global connectivity planetary data precision health and radical moonshots. Key future investments: 1/11 Gemini Alphabets leading AI. Hundreds of millions of users. Powers smarter search apps assistance Chrome features Google Home and enterprise tools. 2/11 Waymo World-leading driverless rides. Already operating in multiple cities. Targeting [--] million paid weekly rides by end-2026 + expansion"  
[X Link](https://x.com/OwlStreetCan/status/2022502192499036519)  2026-02-14T02:44Z [---] followers, [--] engagements


"AI  1/ AI $NVDA  GPU     2/ AI GPU  GPU GPU   AI   3/  GPU     4/  800G 1.6T  (CPO) PCIe Gen5 Gen6   AI 5/ 🔹 $ANET Arista Networks AI  AI $AVGO  (Broadcom) + AI  ASIC AI 6/ 🔹 $MRVL  (Marvell Technology) DSPPAM4PCIe  AI Marvell 7/ 🔹 $LITE Lumentum Holdings $CIEN Ciena  AI 8/ 🔹 $APH  (Amphenol)  GPU  9/ $NVDA   (CUDA)     AI   10/  $NVDA    11/      GPU 12/ GPU  AI bitsFLOPs"  
[X Link](https://x.com/OwlStreetCan/status/2022504484346515818)  2026-02-14T02:53Z [---] followers, [--] engagements


"Alphabet $GOOGL  $GOOGL Alphabet AI 1/11 Gemini Alphabet AI Chrome Google Home 2/11 Waymo  [----] [---] [--] 3/11 Quantum AI Willow 4/11  $ASTS AST SpaceMobile 5/11  $PL Planet Labs AI 6/11  $RVMD Revolution Medicines) $TEM TempusAI ) $DXCM Dexcom 7/11 AI  $ARM Arm Holdings AI 8/11  $PATH UiPath $GTLB GitLab AI 9/11  SpaceX 10/11 Moonshot FactoryX [--] TaaraHeritable AgricultureAI Chorus AI WaymoWing 11/11 $GOOGL AI https://twitter.com/i/web/status/2022697561723945413 https://twitter.com/i/web/status/2022697561723945413"  
[X Link](https://x.com/OwlStreetCan/status/2022697561723945413)  2026-02-14T15:40Z [---] followers, [--] engagements


"China Announces Zero-Tariff Access for [--] African Nations Starting May [----] Chinese President Xi Jinping announced on February [--] [----] that China will implement zero-tariff treatment on all imports from [--] African countries maintaining diplomatic relations with Beijing effective May [--] [----] excluding Eswatini due to its ties with Taiwan in a move to boost African exports and deepen bilateral economic ties amid global trade competition. https://twitter.com/i/web/status/2022698637416108477 https://twitter.com/i/web/status/2022698637416108477"  
[X Link](https://x.com/OwlStreetCan/status/2022698637416108477)  2026-02-14T15:45Z [---] followers, [--] engagements


"2026553 2026214Xi Jinping20265153EswatiniTaiwan"  
[X Link](https://x.com/OwlStreetCan/status/2022707985454436576)  2026-02-14T16:22Z [---] followers, [--] engagements


"@peng_hellen $RKLB 5"  
[X Link](https://x.com/OwlStreetCan/status/2022717386215014781)  2026-02-14T16:59Z [---] followers, [--] engagements


"How to Gain Exposure to Anthropic Before Its Potential IPO Publicly Traded Options Anthropic remains a private company with no public stock ticker. A [----] IPO is widely discussed but not confirmed. Retail investors can access exposure today through ETFs funds or shares of major backers. Direct Exposure via Publicly Traded Funds/ETFs (holding actual Anthropic equity): - $VCX (Fundrise Innovation Fund NYSE-listed) Anthropic 17.6% of the portfolio (second-largest holding as of January [--] 2026; behind Databricks at 18.3%). Offers broad private-tech exposure including OpenAI and others. Easy"  
[X Link](https://x.com/OwlStreetCan/status/2022724502443130976)  2026-02-14T17:27Z [---] followers, [--] engagements


"$CLSAI [----] AI 1/  AI  AI Pod 1.6T  AI Google TPU SONiC  2/ 1.6T  800G 1.6T [----] 1.6T  Broadcom Tomahawk 63nm [-----] Tbps AI  GPU  = GPU 3/ JDM  JabilFlex JDM  ASIC  40%    EMS 4/ + [--]  [----] [---]  [----] [---] [----] EPS  [--] [--] +   5/  63%  AI    6/ [--------]  AI    AI AI"  
[X Link](https://x.com/OwlStreetCan/status/2022725345963868632)  2026-02-14T17:31Z [---] followers, [--] engagements


"@goddreng10 @Upstart Agreed. I categorize $UPST $OSCR and $LMND together as AI disruptors for observation"  
[X Link](https://x.com/OwlStreetCan/status/2022735705106190709)  2026-02-14T18:12Z [---] followers, [---] engagements


"My Investment Plan: Im a long-term investor and usually stick to a buy-and-hold strategy. With the market sell-off happening Im not in a rush to buy the dipI prefer to wait. That said if any of these stocks hit my target prices Ill jump in without hesitation: $HOOD below around $68 $RKLB below around $55 $HIMS below around $12.5 $SOFI below around $17.5 $ZETA below around $13.5 $OSCR below around $12.5 $LMND below around $57 Patience is key but Im ready when the opportunity shows up. https://twitter.com/i/web/status/2022769394867491056 https://twitter.com/i/web/status/2022769394867491056"  
[X Link](https://x.com/OwlStreetCan/status/2022769394867491056)  2026-02-14T20:26Z [---] followers, [--] engagements


"$HOOD [--] $RKLB [--] $HIMS [----] $SOFI [----] $ZETA [----] $OSCR [----] $LMND [--]  https://twitter.com/i/web/status/2022870736743075858 https://twitter.com/i/web/status/2022870736743075858"  
[X Link](https://x.com/OwlStreetCan/status/2022870736743075858)  2026-02-15T03:09Z [---] followers, [---] engagements


"nVent ( $NVT ) AI [--]. nVent  AI nVent Liquid Cooling 45% [--].  AI  [----] nVent 270% [--]  AI nVent NVIDIA GB200 [--].  Vertiv ($VRT)Eaton ($ETN) nVent  Hoffman ERICO  AI AI  100%/EBITDA 1.6x [--]. ( [----] ) [----] [--] 30%2026 15%-18% [----] EPS $4.00-$4.15 20%-24%  CoolIT [--]. AI [----] nVent  [----] [----]  nVent   nVent AI AI nVent https://twitter.com/i/web/status/2022894663674568883 https://twitter.com/i/web/status/2022894663674568883"  
[X Link](https://x.com/OwlStreetCan/status/2022894663674568883)  2026-02-15T04:44Z [---] followers, [--] engagements


"Germans Still Prefer Domestic EVs Over Cheaper Chinese Models Berlin Feb [--] [----] A November [----] Oliver Wyman survey of 1000+ Germans shows 43% consider domestic manufacturers the most competitive in electric vehicles compared with 23% for China. While 42% would consider a Chinese-brand EV mainly for lower price 34% explicitly rule them out most often due to quality and safety concerns. Germany registered [------] pure battery-electric vehicles in [----] (KBA data). Chinese brands like BYD are growing but remain marginal in market share. The findings highlight an opportunity for European makers"  
[X Link](https://x.com/OwlStreetCan/status/2022995297912418794)  2026-02-15T11:23Z [---] followers, [--] engagements


"General Motors (GM) Maintains Momentum Amid Analyst Optimism As of February [--] [----] General Motors (NYSE: GM) shares are trading around $81 following a recent weekly dip of about 3.75% but remaining well above earlier levels after a strong [----] performance. Benchmark analyst Mickey Legg reiterated a **Buy** rating on GM stock raising the price target to **$90** from $65. The upgrade reflects GM's successful execution in [----] including tighter cost controls improved vehicle mix accelerating reductions in EV losses disciplined pricing tariff mitigation and robust free cash flow generation."  
[X Link](https://x.com/OwlStreetCan/status/2022999789403857351)  2026-02-15T11:41Z [---] followers, [--] engagements


"2026215202511Oliver Wyman 100043%23% 42%34% Kraftfahrt-Bundesamt (KBA) [--------] BYD  https://twitter.com/i/web/status/2023000441684894172 https://twitter.com/i/web/status/2023000441684894172"  
[X Link](https://x.com/OwlStreetCan/status/2023000441684894172)  2026-02-15T11:44Z [---] followers, [--] engagements


"China Implements 30-Day Visa-Free Entry for UK and Canadian Citizens Starting February [--] [----] Beijing February [--] [----] China's Ministry of Foreign Affairs has officially confirmed a unilateral visa-free policy for ordinary passport holders from the United Kingdom and Canada. Effective from February [--] [----] through December [--] [----] eligible travelers can enter China without a visa for stays of up to [--] days. The policy covers purposes including business tourism visiting family or friends exchanges and transit. It follows recent high-level visits to Beijing by UK Prime Minister Keir Starmer"  
[X Link](https://x.com/OwlStreetCan/status/2023003329090248861)  2026-02-15T11:55Z [---] followers, [--] engagements


"General MotorsNYSE: GM 2026215813.75%2025 BenchmarkMickey LeggGM65902025 899010%11%SUV20%60 https://twitter.com/i/web/status/2023004162234200179 https://twitter.com/i/web/status/2023004162234200179"  
[X Link](https://x.com/OwlStreetCan/status/2023004162234200179)  2026-02-15T11:59Z [---] followers, [--] engagements


"U.S. Net International Investment Position Hits Record -$27.6T Deficit Foreign-held U.S. assets now exceed American-owned foreign assets by $27.61 trillion (Q3 [----] BEA data Jan 2026) the widest gap ever. Analysts warn sanctions risk speeding de-dollarization as nations shift to alternatives"  
[X Link](https://x.com/OwlStreetCan/status/2023012321023680735)  2026-02-15T12:31Z [---] followers, [--] engagements


"202621730 [-------] [-----------------] Keir StarmerMark Carney"  
[X Link](https://x.com/OwlStreetCan/status/2023062431728390289)  2026-02-15T15:50Z [---] followers, [--] engagements


"Canada's Defence Surge to 5% of GDP: Defence Aerospace & Security Sectors Set to Benefit Key Stocks in Focus (TSX & NYSE) Canada's bold plan to lift defence spending to 5% of GDP by 2035emphasizing a "Buy Canada" approach 70% domestic contracts Arctic capabilities submarines surveillance and job creation (125000 new roles)is driving tailwinds for defence aerospace simulation space tech and related industries. Canadian stocks (TSX) positioned to gain most: - CAE Inc. (TSX: $CAE) Leader in military flight simulation training and defence systems; strong backlog from global and Canadian military"  
[X Link](https://x.com/OwlStreetCan/status/2023065382668718234)  2026-02-15T16:02Z [---] followers, [--] engagements


"Market Brief: Canadian Stocks Benefiting from [----] China-Canada Trade Reset The [----] announcement of 30-day visa-free entry for Canadians and the new Economic Cooperation Roadmap has created a significant catalyst for the Canadian market. Below is a breakdown of the top stocks positioned to benefit from this diplomatic thaw. [--]. Agriculture and Fertilizers China has slashed tariffs on Canadian canola from 84% to 15% providing a massive boost to the prairies. * $NTR (Nutrien): As the global leader in potash and nitrogen $NTR wins when Canadian farmers ramp up production to meet renewed Chinese"  
[X Link](https://x.com/OwlStreetCan/status/2023070453653520498)  2026-02-15T16:22Z [---] followers, [--] engagements


"GDP5%TSX & NYSE 2035GDP5%Buy Canada70%12.5 TSX CAE Inc.TSX: $CAE  MDA Space Ltd.TSX: $MDA /NORAD Calian Group Ltd.TSX: $CGY 50% Hroux-Devtek Inc.TSX: $HRX  NYSE Lockheed Martin$LMTRTX$RTXNorthrop Grumman$NOC General Dynamics$GD NORADF-35 [---] https://twitter.com/i/web/status/2023078720735707300 https://twitter.com/i/web/status/2023078720735707300"  
[X Link](https://x.com/OwlStreetCan/status/2023078720735707300)  2026-02-15T16:55Z [---] followers, [--] engagements


"Alphabet ( $GOOGL )s $20B Bond Sale Draws $100B+ in Demand February [--] [----] Alphabet Inc. reportedly attracted more than $100 billion in orders for its $20 billion U.S. bond offering making the deal heavily oversubscribed. The strong demand highlights investor confidence in Alphabets balance sheet and cash flow even amid elevated interest rates. Proceeds are expected to support general corporate purposes including AI and infrastructure investments. The deal ranks among the largest corporate bond sales of the year so far. https://twitter.com/i/web/status/2023099472516088290"  
[X Link](https://x.com/OwlStreetCan/status/2023099472516088290)  2026-02-15T18:17Z [---] followers, [--] engagements


"2026 [------] [--]. 84%15% $NTRNutrien$NTR [----] [--].  $ACAir Canada// [--]. [----] $MFCManulife Financial $SLFSun Life Financial [--].  $GOOSCanada Goose [--]. MOU $SUSuncor Energy $CNQCanadian Natural Resources 20262026USMCA"  
[X Link](https://x.com/OwlStreetCan/status/2023103356848529625)  2026-02-15T18:33Z [---] followers, [--] engagements


"Alphabet ( $GOOGL ) [---] [----] [-------] Alphabet Inc. [---] [----]  Alphabet  AI  https://twitter.com/i/web/status/2023113195884593534 https://twitter.com/i/web/status/2023113195884593534"  
[X Link](https://x.com/OwlStreetCan/status/2023113195884593534)  2026-02-15T19:12Z [---] followers, [--] engagements


"The major U.S. stocks scheduled to report for next the week: Tuesday February [--] * Palo Alto Networks (PANW) After Close * Cadence Design Systems (CDNS) After Close * Analog Devices (ADI) Before Open * Devon Energy (DVN) After Close * Republic Services (RSG) After Close * Vulcan Materials (VMC) Before Open * Builders FirstSource (BLDR) Before Open * Leidos Holdings (LDOS) Before Open * Genuine Parts Company (GPC) Before Open * DTE Energy (DTE) Before Open * Herc Holdings (HRI) Before Open * LGI Homes (LGIH) Before Open * Kenvue (KVUE) After Close Wednesday February [--] * Cisco Systems (CSCO)"  
[X Link](https://x.com/OwlStreetCan/status/2023376684884590624)  2026-02-16T12:39Z [---] followers, [--] engagements


"Canadian Interest in Chinese EVs Jumps on Affordability A Nanos Research survey cited by Bloomberg shows 62% of Canadians are now open to buying Chinese EVs up from 48% last year. Affordability is the key driver with 35% of the EV import quota reserved for models priced under C$35000 to help speed adoption"  
[X Link](https://x.com/OwlStreetCan/status/2023378395707678919)  2026-02-16T12:46Z [---] followers, [--] engagements


"The biggest uncertainty of our time: Not the Fed hiking rates. Not Bitcoins volatility. But whether X can actually post today. If Elon gets a burst of inspiration and the tweet wont go through that plot twist is wilder than sci-fi"  
[X Link](https://x.com/OwlStreetCan/status/2023421657638228122)  2026-02-16T15:38Z [---] followers, [--] engagements


"AI software wars are brutal and fast-moving. The enduring moat is AI + hardware"  
[X Link](https://x.com/OwlStreetCan/status/2023431726433980449)  2026-02-16T16:18Z [---] followers, [--] engagements


"Unitree Robotics just danced on the CCTV Spring Festival Gala. Humans applauded. Robots performed. @ Elon Musk Optimus next"  
[X Link](https://x.com/OwlStreetCan/status/2023441173302645198)  2026-02-16T16:55Z [---] followers, [---] engagements


"Im starting to worry about my Tesla ( $TSLA) shares"  
[X Link](https://x.com/anyuser/status/2023442996272988611)  2026-02-16T17:02Z [---] followers, [--] engagements


"The EU is reportedly in talks with CPTPP nationsincluding Canada Japan Mexico Singapore Vietnam Malaysia and Australiato deepen supply chain integration and hedge against potential U.S. tariffs under a second Donald Trump administration. Citing a February [----] POLITICO report the effortlinked to Mark Carneyaims to set new rules of origin for resilient trade potentially covering 30% of global GDP and reducing exposure to U.S. protectionism. https://twitter.com/i/web/status/2023466378234376519 https://twitter.com/i/web/status/2023466378234376519"  
[X Link](https://x.com/OwlStreetCan/status/2023466378234376519)  2026-02-16T18:35Z [---] followers, [--] engagements


"@Polymarket happy to see this unfold"  
[X Link](https://x.com/OwlStreetCan/status/2023935359000998041)  2026-02-18T01:39Z [---] followers, [--] engagements


"$MWH (SOLV Energy) had a strong Nasdaq debut. IPO priced at $25 opened around $30 closed at $30.67 (+22.7% on day 1) Current market cap approximately $6 billion driven by surging demand for U.S. utility-scale solar and storage. The company has delivered over [--] GW of solar capacity provides O&M for more than [--] GW and holds a substantial project backlog amid rising power needs from data centers and AI. America's leading clean energy infrastructure builder is now public and positioned for growth. #Solar #Renewables #IPO #EnergyTransition $TSLA $MWH"  
[X Link](https://x.com/OwlStreetCan/status/2023112539664760934)  2026-02-15T19:09Z [---] followers, [---] engagements


"Copper stocks ( $TECK $COPP $FCX .)are tumbling due to a massive surge in global inventories and softening Chinese demand which have created a short-term supply glut. This sell-off is further fueled by market uncertainty surrounding potential U.S. import tariffs and profit-taking after record-breaking price runs. https://twitter.com/i/web/status/2023780324682113244 https://twitter.com/i/web/status/2023780324682113244"  
[X Link](https://x.com/OwlStreetCan/status/2023780324682113244)  2026-02-17T15:23Z [---] followers, [---] engagements


"Celestica ( $CLS ) The Hidden Network Kingmaker of AI Infrastructure In [----] Celestica has evolved from a contract manufacturer into a core engineering partner powering AI infrastructure. 1/ What Celestica Actually Does They build the physical backbone of AI at scale: Full AI Pods: Integrated racks combining compute storage and 1.6T networking ready to deploy. Custom Silicon Support: Manufacturing proprietary AI chips (like Google TPUs) and the server boards that run them. Open Networking (SONiC): Hardware that avoids vendor lock-in using open-source OS. Lifecycle Management: Liquid cooling"  
[X Link](https://x.com/OwlStreetCan/status/2022696486103056608)  2026-02-14T15:36Z [---] followers, [---] engagements


"Canadian Housing Starts Drop 15% in January Housing starts fell sharply to a seasonally adjusted annual rate of [------] units in January [----] down 15% from December according to CMHC. The six-month trend continued sliding (3.5% to [------] units) with no quick recovery expected. Main drivers: high construction costs weaker demand rising unsold inventory lower immigration and U.S. trade uncertainty. Actual starts in centres [-----] people were up only 1% year-over-year. The data highlights ongoing supply challenges and affordability pressures in Canadas housing market"  
[X Link](https://x.com/OwlStreetCan/status/2023482476128305295)  2026-02-16T19:39Z [---] followers, [--] engagements


"$TSLA may face a challenging period ahead. EV sales growth is slowing with increasing competition putting pressure on margins. The robotaxi vision is promising but large-scale commercialization still looks years away and hinges on regulatory approvals and full autonomy breakthroughs. As for humanoid robots theres currently no clear competitive edge versus other players in the field. Execution risk is rising while expectations remain high. The next phase wont be easy. https://twitter.com/i/web/status/2023800266462818718 https://twitter.com/i/web/status/2023800266462818718"  
[X Link](https://x.com/OwlStreetCan/status/2023800266462818718)  2026-02-17T16:42Z [---] followers, [--] engagements


"Two Canadian defense & aerospace stocks Im most bullish on are $MDA and $PNG.V. Compared with many U.S. peers they offer not only differentiated and proven technologies but also solid fundamentals all at more reasonable valuations. With Prime Minister Mark Carney pushing to strengthen Canadas defense and aerospace sector policy tailwinds could become the catalyst that lifts these companies to the next level. Strong tech. Healthy balance sheets. Fair valuations. Sometimes the best opportunities in Canada markets. https://twitter.com/i/web/status/2023804359482765384"  
[X Link](https://x.com/OwlStreetCan/status/2023804359482765384)  2026-02-17T16:58Z [---] followers, [---] engagements


"Amazon ( $AMZN) 2026's top investor debate Two legendary firms are sharply divided: - Berkshire Hathaway (Buffett) slashed its stake 77% in Q4 [----] dumping over 7.7M shares. - Pershing Square (Ackman) boosted its position 65% pushing Amazon to a top holding ($2.2B+). Buffett exits hard while Ackman doubles down classic battleground stock. High risk high conviction either way. https://twitter.com/i/web/status/2024155533754999087 https://twitter.com/i/web/status/2024155533754999087"  
[X Link](https://x.com/OwlStreetCan/status/2024155533754999087)  2026-02-18T16:14Z [---] followers, [--] engagements


"BREAKING: Bloomberg reports Apple is accelerating development of three AI wearables to compete with Meta and OpenAI: - AI Smart Glasses (high-resolution cameras production targeted late [----] launch expected 2027) - AI Pendant (pin or necklace style low-resolution camera for contextual Siri [----] or later) - AirPods with cameras (low-resolution for AI vision possible launch as early as 2026) All devices integrate with iPhone and upgraded Siri for screen-free contextual AI experiences. Competition between Apple and Meta in AI wearables is intensifying."  
[X Link](https://x.com/OwlStreetCan/status/2024160197913301466)  2026-02-18T16:32Z [---] followers, [--] engagements


"Oscar Health ( $OSCR) Just Dropped a Monster [----] Outlook After Q4 Miss Premarket Rebound in Play Q4 revenue came in at $2.81B (up 17% YoY) but missed estimates by $310M. GAAP loss widened to $1.24/share vs expectations with MLR climbing to 95.4%. The big draw is the forward guidance: [----] revenue projected at $18.7B$19.0B (a massive 60% leap from 2025s $11.7B) positive operating earnings of $250M$450M and MLR improving sharply into the low-80s. Closed [----] with a record [---] million members after a strategic reset in the individual ACA market. Management is doubling down on tech-powered plans"  
[X Link](https://x.com/OwlStreetCan/status/2021227953233985921)  2026-02-10T14:21Z [---] followers, [---] engagements


"Hedge funds just made their biggest net buy of Asian equities (developed + emerging markets) last week since Goldman Sachs tracking began in [----]. Driven by AI infrastructure optimism especially in semiconductor-heavy spots like Taiwan Korea & China. Long buys dominated shorts by 8:1. Asian exposure now at highest level in decade+. Capital clearly rotating East. https://twitter.com/i/web/status/2023483744066433476 https://twitter.com/i/web/status/2023483744066433476"  
[X Link](https://x.com/OwlStreetCan/status/2023483744066433476)  2026-02-16T19:44Z [---] followers, [--] engagements


"Eric Trump is investing in Israeli AI-drone maker XTEND as part of a $1.5B all-stock merger with Nasdaq-listed JFB Construction Holdings. Highlights: $152M funding round includes Eric Trump Unusual Machines and Protego Ventures Won a multimillion-dollar Pentagon contract; selected for $1.1B Drone Dominance Program Post-merger name: XTEND AI Robotics (ticker: XTND) HQ/production: Tampa FL Closing expected: mid-2026"  
[X Link](https://x.com/anyuser/status/2023786010975572002)  2026-02-17T15:45Z [---] followers, [--] engagements


"$TECK$COPP$FCX"  
[X Link](https://x.com/anyuser/status/2023786277355876370)  2026-02-17T15:47Z [---] followers, [--] engagements


"@business Good for $MDA & $PNG.V"  
[X Link](https://x.com/OwlStreetCan/status/2023795399480480125)  2026-02-17T16:23Z [---] followers, [---] engagements


"2 $MDA & $PNG.V"  
[X Link](https://x.com/anyuser/status/2023803551252967546)  2026-02-17T16:55Z [---] followers, [---] engagements


"10 ETF $HURA.TO buy the dip"  
[X Link](https://x.com/anyuser/status/2023826784098414834)  2026-02-17T18:28Z [---] followers, [--] engagements


"Berkshire Hathaway just slashed its $AMZN stake by 77% in Q4 [----] per the latest 13F filing (released Feb [--] 2026). - Went from 10M shares 2.276M shares - Sold roughly 7.7M shares trimming position value from $2.12.2B to $525M"  
[X Link](https://x.com/anyuser/status/2023886025731489861)  2026-02-17T22:23Z [---] followers, [--] engagements


"Is your YouTube down now What is happening to the top [--] big company in the world"  
[X Link](https://x.com/anyuser/status/2023931433367241146)  2026-02-18T01:23Z [---] followers, [---] engagements


"Watching the humanoid robot warriors its hard not to worry about the future. No fear. No fatigue. No hesitation. Just speed precision and autonomy. Technology is moving faster than our rules and maybe faster than our wisdom"  
[X Link](https://x.com/OwlStreetCan/status/2023959525624058217)  2026-02-18T03:15Z [---] followers, [--] engagements


"Palo Alto Networks (PANW) reported strong Q2 FY2026 results (ended Jan [--] 2026) on Feb [--] beating estimates but guiding FY EPS lower amid acquisition costs stock dropped sharply after hours. Key Beats: - Revenue: $2.59B (+15% YoY) vs. est. $2.58B - Non-GAAP EPS: $1.03 (+27% YoY) vs. est. $0.94 - NGS ARR: $6.33B (+33% YoY +28% organic) - RPO: $16.0B (+23% YoY) est. $15.8 - Non-GAAP op. margin: 30.3% (+190 bps YoY) Solid execution on platformization AI security demand & acquisitions (Chronosphere CyberArk integration boosting visibility). Guidance Highlights (raised revenue trimmed EPS): - Q3"  
[X Link](https://x.com/anyuser/status/2023971188020744457)  2026-02-18T04:01Z [---] followers, [--] engagements


"Amazon $AMZN [----] Berkshire Hathaway202577%770 Pershing Square Capital Management65%22"  
[X Link](https://x.com/OwlStreetCan/status/2024160867198394610)  2026-02-18T16:35Z [---] followers, [--] engagements

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