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# ![@SchoolHardStock Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::769549205660655617.png) @SchoolHardStock SchoolofHardStocks

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

### Engagements: [---] [#](/creator/twitter::769549205660655617/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::769549205660655617/c:line/m:interactions.svg)

- [--] Week [-----] -12%
- [--] Month [-----] +63%
- [--] Months [------] -0.90%
- [--] Year [------] -30%

### Mentions: [--] [#](/creator/twitter::769549205660655617/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::769549205660655617/c:line/m:posts_active.svg)

- [--] Week [--] -34%
- [--] Month [--] +39%
- [--] Months [---] +3.20%
- [--] Year [---] -27%

### Followers: [---] [#](/creator/twitter::769549205660655617/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::769549205660655617/c:line/m:followers.svg)

- [--] Week [---] +0.39%
- [--] Month [---] +0.39%
- [--] Months [---] +5.70%
- [--] Year [---] +21%

### CreatorRank: [---------] [#](/creator/twitter::769549205660655617/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::769549205660655617/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  85.92% [finance](/list/finance)  42.25% [technology brands](/list/technology-brands)  33.1% [cryptocurrencies](/list/cryptocurrencies)  3.52% [countries](/list/countries)  2.11% [exchanges](/list/exchanges)  0.7% [currencies](/list/currencies)  0.7%

**Social topic influence**
[ai](/topic/ai) 26.06%, [stocks](/topic/stocks) 22.54%, [strong](/topic/strong) 11.97%, [$lly](/topic/$lly) 8.45%, [business](/topic/business) 7.75%, [growth](/topic/growth) 6.34%, [$intu](/topic/$intu) 6.34%, [longterm](/topic/longterm) 4.93%, [$msft](/topic/$msft) #319, [$ma](/topic/$ma) 4.93%

**Top accounts mentioned or mentioned by**
[@aikaxbt_agent](/creator/undefined)

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [Intuit Inc. (INTU)](/topic/$intu) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Fiserv, Inc. (FI)](/topic/$fi) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Cloudflare, Inc. (NET)](/topic/cloudflare) [McDonald's Corp (MCD)](/topic/$mcd) [Cintas Corporation (CTAS)](/topic/$ctas) [Oracle Corporation (ORCL)](/topic/$orcl) [Ecolab Inc. (ECL)](/topic/$ecl) [Wing Finance (WING)](/topic/$wing) [Salesforce Inc (CRM)](/topic/$crm) [S&P Global Inc (SPGI)](/topic/$spgi) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [Masco, Corp. (MAS)](/topic/$mas) [American Express Company (AXP)](/topic/$axp) [Waste Management, Inc. (WM)](/topic/$wm) [Amphenol Corporation (APH)](/topic/amphenol) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Metadium (META)](/topic/$meta) [Sea Limited (SE)](/topic/$se) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Arm Holdings plc (ARM)](/topic/$arm) [Fiserv Inc (FISV)](/topic/$fisv) [Vertiv Holdings Co (VRT)](/topic/$vrt) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Sherwin-Williams Co (SHW)](/topic/$shw) [Arista Networks Inc (ANET)](/topic/$anet)
### Top Social Posts
Top posts by engagements in the last [--] hours

"S&P [---] and NASDAQ fell on Tuesday as #AI bubble worries intensify. Investors dump Fiserv $FI stock after its Argentina boost fades. Read more: https://schoolofhardstocks.com/stocks-drop-as-tech-sector-faces-continued-pressure/ https://schoolofhardstocks.com/stocks-drop-as-tech-sector-faces-continued-pressure/"  
[X Link](https://x.com/SchoolHardStock/status/1990969518387298427)  2025-11-19T02:24Z [---] followers, [---] engagements


"Fiserv $FI shares fell as the company resets growth plans after profits dropped and Argentinas fading inflation boost disappeared pushing management to refocus on sustainable long-term growth. Here is the one-year chart of $FI as of November [--] when it was at $65"  
[X Link](https://x.com/SchoolHardStock/status/1990969754845360444)  2025-11-19T02:25Z [---] followers, [---] engagements


"Ecolab $ECL maintains double-digit profit growth and targets 1215% in [----] fueled by long-term demand in water hygiene and infection prevention plus new direct-to-chip data-center cooling tech. Here is the one-year chart of $ECL as of November [--] when it was at $255"  
[X Link](https://x.com/SchoolHardStock/status/1996701297240928498)  2025-12-04T22:01Z [---] followers, [---] engagements


"Stocks rose into Christmas as S&P [---] sets new record high. Wingstop $WING eyes sales rebound with Smart Kitchen & Club Wingstop. Read more: https://schoolofhardstocks.com/sp-500-rise-to-a-new-all-time-high-in-christmas-eve-session/ https://schoolofhardstocks.com/sp-500-rise-to-a-new-all-time-high-in-christmas-eve-session/"  
[X Link](https://x.com/SchoolHardStock/status/2004062146951598560)  2025-12-25T05:30Z [---] followers, [--] engagements


"Wingstop $WING posted 24% profit growth on 8% revenue gains driven by royalties and fees. Same-store sales fell 6% but Smart Kitchen and Club Wingstop aim to boost efficiency and loyalty. Here is the one-year chart of $WING as of December [--] when it was at $263"  
[X Link](https://x.com/SchoolHardStock/status/2004062399503241444)  2025-12-25T05:31Z [---] followers, [---] engagements


"Costco $COST Stock is in a Downtrend But the Shares Are Still Expensive Here 🧵 https://schoolofhardstocks.com/cost_2025_q4/ https://schoolofhardstocks.com/cost_2025_q4/"  
[X Link](https://x.com/SchoolHardStock/status/2018125318675152925)  2026-02-02T00:52Z [---] followers, [--] engagements


"Stocks dropped on Tuesday as tech stocks slide. Salesforce's $CRM Agentforce use rises fast despite small impact. Read more: https://schoolofhardstocks.com/wall-street-slips-as-tech-stocks-drag-markets-lower/ https://schoolofhardstocks.com/wall-street-slips-as-tech-stocks-drag-markets-lower/"  
[X Link](https://x.com/SchoolHardStock/status/2018908848988504541)  2026-02-04T04:45Z [---] followers, [--] engagements


"Salesforces $CRM Agentforce is growing fast with ARR up 330% and adoption surging but it remains a small business today and will take time to meaningfully impact $CRM's $40B+ revenue. Here is the one-year chart of $CRM as of January [--] when it was at $255"  
[X Link](https://x.com/SchoolHardStock/status/2018909303537803265)  2026-02-04T04:47Z [---] followers, [---] engagements


"Eli Lilly $LLY reports earnings: Reported: $7.54 vs. $5.32 = +42% Estimates: $7.07 vs. $5.32 = +33% Beat the street by $0.47 Revenue: +43% Revenue Est: +31%"  
[X Link](https://x.com/SchoolHardStock/status/2019044356255252933)  2026-02-04T13:44Z [---] followers, [--] engagements


"Old Dominion Freight Line $ODFL reports earnings: Reported: $1.09 vs. $1.23 = -11% Estimates: $1.06 vs. $1.23 = -14% Beat the street by $0.03 Revenue: -6% Revenue Est: -6%"  
[X Link](https://x.com/SchoolHardStock/status/2019045024709898477)  2026-02-04T13:47Z [---] followers, [--] engagements


"Alphabet $GOOGL reports earnings: Reported: $2.82 vs. $2.15 = +31% Estimates: $2.61 vs. $2.15 = +21% Beat the street by $0.21 Revenue: +18% Revenue Est: +15%"  
[X Link](https://x.com/SchoolHardStock/status/2019290340667347313)  2026-02-05T06:01Z [---] followers, [--] engagements


"Arm $ARM reports earnings: Reported: $0.43 vs. $0.39 = +10% Estimates: $0.41 vs. $0.39 = +5% Beat the street by $0.02 Revenue: +26% Revenue Est: +24%"  
[X Link](https://x.com/SchoolHardStock/status/2019290891509461033)  2026-02-05T06:03Z [---] followers, [--] engagements


"Amazon $AMZN reports earnings: Reported: $1.95 vs. $1.86 = +5% Estimates: $1.95 vs. $1.86 = +5% Met the street Revenue: +14% Revenue Est: +12%"  
[X Link](https://x.com/SchoolHardStock/status/2019566911974179118)  2026-02-06T00:20Z [---] followers, [---] engagements


"Stocks slid steeply on Thursday on tech selloff and weak jobs data. Costco $COST stock remains expensive as downtrend persists. Read more: https://schoolofhardstocks.com/multi-day-sell-off-continues-as-stocks-finished-sharply-lower/ https://schoolofhardstocks.com/multi-day-sell-off-continues-as-stocks-finished-sharply-lower/"  
[X Link](https://x.com/SchoolHardStock/status/2019569693049401721)  2026-02-06T00:31Z [---] followers, [--] engagements


"Costco's $COST growth was fueled by e-commerce and memberships with digital sales up 21% and profits rising 11%. However shares look expensive with a high P/E of [--] keeping investors cautious. Here is the one-year chart of $COST as of January [--] when it was at $855"  
[X Link](https://x.com/SchoolHardStock/status/2019570215479345410)  2026-02-06T00:33Z [---] followers, [---] engagements


"Ecolab $ECL reports earnings: Reported: $2.08 vs. $1.81 = +15% Estimates: $2.07 vs. $1.81 = +14% Beat the street by $0.01 Revenue: +5% Revenue Est: +5%"  
[X Link](https://x.com/SchoolHardStock/status/2021431014653034908)  2026-02-11T03:48Z [---] followers, [--] engagements


"Fiserv $FISV reports earnings: Reported: $1.99 vs. $2.51 = -21% Estimates: $2.02 vs. $2.51 = -20% Missed the street by $0.03 Revenue: +1% Revenue Est: +2%"  
[X Link](https://x.com/SchoolHardStock/status/2021431646147473499)  2026-02-11T03:50Z [---] followers, [--] engagements


"S&P Global $SPGI reports earnings: Reported: $4.30 vs. $3.77 = +14% Estimates: $4.28 vs. $3.77 = +14% Beat the street by $0.02 Revenue: +9% Revenue Est: +8%"  
[X Link](https://x.com/SchoolHardStock/status/2021432023093740016)  2026-02-11T03:52Z [---] followers, [--] engagements


"Cloudflare $NET reports earnings: Reported: $0.28 vs. $0.19 = +47% Estimates: $0.27 vs. $0.19 = +42% Beat the street by $0.01 Revenue: +34% Revenue Est: +29%"  
[X Link](https://x.com/SchoolHardStock/status/2021432479505318103)  2026-02-11T03:53Z [---] followers, [--] engagements


"Stocks were mixed on Tuesday as investors weigh retail sales AI risks. Sterling Infrastructure $STRL surges on datacenter demand. Read more: https://schoolofhardstocks.com/stocks-close-mixed-amid-concerns-over-ai-impact-on-financial-sector/ https://schoolofhardstocks.com/stocks-close-mixed-amid-concerns-over-ai-impact-on-financial-sector/"  
[X Link](https://x.com/SchoolHardStock/status/2021436133507490063)  2026-02-11T04:08Z [---] followers, [--] engagements


"Sterling Infrastructure $STRL reported a strong quarterly performance last quarter fueled by the continued strength in the data center market where revenue grew 125% year over year. Here is the one-year chart of $STRL as of January [--] when it was at $318"  
[X Link](https://x.com/SchoolHardStock/status/2021436632168268271)  2026-02-11T04:10Z [---] followers, [---] engagements


"Vertiv $VRT reports earnings: Reported: $1.36 vs. $0.99 = +37% Estimates: $1.28 vs. $0.99 = +29% Beat the street by $0.08 Revenue: +23% Revenue Est: +24%"  
[X Link](https://x.com/SchoolHardStock/status/2021774713362813240)  2026-02-12T02:33Z [---] followers, [--] engagements


"HubSpot $HUBS reports earnings: Reported: $3.09 vs. $2.32 = +33% Estimates: $2.98 vs. $2.32 = +28% Beat the street by $0.11 Revenue: +20% Revenue Est: +18%"  
[X Link](https://x.com/SchoolHardStock/status/2021775592799273421)  2026-02-12T02:37Z [---] followers, [---] engagements


"McDonald's $MCD reports earnings: Reported: $3.12 vs. $2.83 = +10% Estimates: $3.02 vs. $2.83 = +7% Beat the street by $0.10 Revenue: +10% Revenue Est: +7%"  
[X Link](https://x.com/SchoolHardStock/status/2021775975235957021)  2026-02-12T02:38Z [---] followers, [--] engagements


"Sherwin-Williams $SHW reports earnings: Reported: $2.23 vs. $2.09 = +7% Estimates: $2.16 vs. $2.09 = +3% Beat the street by $0.07 Revenue: +6% Revenue Est: +5%"  
[X Link](https://x.com/SchoolHardStock/status/2017098406225989813)  2026-01-30T04:51Z [---] followers, [--] engagements


"Stocks rose on Monday even as commodity market volatility persisted. Factset Research $FDS growth slows brought about by AI threat. Read more: https://schoolofhardstocks.com/stocks-end-higher-to-begin-february-amid-commodity-volatility/ https://schoolofhardstocks.com/stocks-end-higher-to-begin-february-amid-commodity-volatility/"  
[X Link](https://x.com/SchoolHardStock/status/2018560656975573451)  2026-02-03T05:42Z [---] followers, [---] engagements


"FactSet Research $FDS faces slowing profit growth and weak client gains as AI threatens demand for its data products. Earnings growth fell to 3% margins are pressured and client growth remains sluggish. Here is the ten-year chart of $FDS as of December [--] when it was at $291"  
[X Link](https://x.com/SchoolHardStock/status/2018561155296641401)  2026-02-03T05:44Z [---] followers, [---] engagements


"Stocks rebounded on Friday on tech chip stock gains. Cintas $CTAS stock is in a downtrend amid healthy business. Time to buy Read more: https://schoolofhardstocks.com/stocks-surge-to-close-a-volatile-week-after-heavy-selling/ https://schoolofhardstocks.com/stocks-surge-to-close-a-volatile-week-after-heavy-selling/"  
[X Link](https://x.com/SchoolHardStock/status/2020009486954688780)  2026-02-07T05:39Z [---] followers, [--] engagements


"Cintas $CTAS shares are falling as lofty expectations reset. Profit rose 11% on 19% revenue but growth is slowing amid tough comps and rising tech SAP and tariff costs. Valuation remains high. Here is the one-year chart of $CTAS as of January [--] when it was at $185"  
[X Link](https://x.com/SchoolHardStock/status/2020010086907932799)  2026-02-07T05:41Z [---] followers, [---] engagements


"Arista Networks $ANET reports earnings: Reported: $0.82 vs. $0.65 = +26% Estimates: $0.76 vs. $0.65 = +17% Beat the street by $0.06 Revenue: +29% Revenue Est: +24%"  
[X Link](https://x.com/SchoolHardStock/status/2022142558676431341)  2026-02-13T02:55Z [---] followers, [--] engagements


"Stocks fell on Thursday as AI disruption fears grow. Expansion of global digital payment footprint supports Visas $V growth. Read more: https://schoolofhardstocks.com/markets-drop-as-tech-stocks-take-a-hit-over-growing-ai-disruption-concerns/ https://schoolofhardstocks.com/markets-drop-as-tech-stocks-take-a-hit-over-growing-ai-disruption-concerns/"  
[X Link](https://x.com/SchoolHardStock/status/2022146304806465871)  2026-02-13T03:10Z [---] followers, [--] engagements


"Last quarter Visa $V reported 15% profit growth on a 15% increase in revenue due to value added services. $V has also further improved its digital payment innovations and its stablecoin settlements. Here is the ten-year chart of $V as of February [--] when the it was at $329"  
[X Link](https://x.com/SchoolHardStock/status/2022146871557566881)  2026-02-13T03:12Z [---] followers, [--] engagements


"6/ Look at $MSFT's dive since the New Year On concerns AI will eat into revenue growth. But $MSFT has some good AI too. The P/E of [--] is below where it should be. I think the P/E should be [--]. It was [--] last quarter showing how much of a value the stock is this quarter"  
[X Link](https://x.com/SchoolHardStock/status/2023076222113366157)  2026-02-15T16:45Z [---] followers, [--] engagements


"Dutch Bros $BROS reports earnings: Reported: $0.17 vs $0.07 = +143% Estimates: $0.10 vs. $0.07 = +43% Beat the street by $0.07 Revenue: +29% Revenue Est: +23%"  
[X Link](https://x.com/SchoolHardStock/status/2022143147447586897)  2026-02-13T02:57Z [---] followers, [---] engagements


"1/ $MSFT beat estimates and delivered a strong 28% profit growth on a 17% increase in revenues last quarter. Profits were expected to grow 23% so I was happy with the beat"  
[X Link](https://x.com/SchoolHardStock/status/2023073864042103034)  2026-02-15T16:36Z [---] followers, [--] engagements


"2/ $MSFT's growth was mainly driven by both Microsoft Cloud and Azure which posted 26% and 39% year-on-year growth respectively. Microsoft Cloud breached the $50 billion mark last quarter supported by strong demand for AI-powered cloud services"  
[X Link](https://x.com/SchoolHardStock/status/2023075833406181831)  2026-02-15T16:44Z [---] followers, [--] engagements


"3/ On the other hand $MSFT's Azure and related services saw robust demand as enterprises expanded usage of compute and AI workloads"  
[X Link](https://x.com/SchoolHardStock/status/2023075966504050995)  2026-02-15T16:44Z [---] followers, [--] engagements


"4/ Although $MSFT had a strong quarter the stock moderately declined amid concerns on heavy AI capital spending as well as Azures strong (+39% sales growth) but lower-than-expected performance"  
[X Link](https://x.com/SchoolHardStock/status/2023076031113171268)  2026-02-15T16:44Z [---] followers, [--] engagements


"5/ However $MSFT's management said they could have done more Azure business if they needed to but instead took some Azure chips and put them into its core business"  
[X Link](https://x.com/SchoolHardStock/status/2023076059898613860)  2026-02-15T16:44Z [---] followers, [--] engagements


"7/ $MSFT's Estimated Long-Term Growth is 16% unchanged from last qtr. This is a good growth rate for a safe stock. Notice qtrly profit growth is expected to be 17% next quarter. If $MSFT beats the street 20% growth is possible"  
[X Link](https://x.com/SchoolHardStock/status/2023076319949644078)  2026-02-15T16:45Z [---] followers, [--] engagements


"8/ Last quarters $MSFT delivered 28% profit growth and beat estimates of 23%. Revenue increased 17% year-on-year and beat estimates of 15%"  
[X Link](https://x.com/SchoolHardStock/status/2023076426052985163)  2026-02-15T16:46Z [---] followers, [--] engagements


"9/ Annual Profit Estimates all grew this quarter. $MSFT builds out capacity for AI demand but is balancing Azure revenue growth with growing needs across its own first-party apps and AI solutions. Thus capacity is seen to be constrained for at least the next three quarters"  
[X Link](https://x.com/SchoolHardStock/status/2023076854610202894)  2026-02-15T16:48Z [---] followers, [--] engagements


"3/ $MA's management said that consumer and business spending remains healthy with balanced unemployment rates and wages continuing to rise faster than inflation. $MA remains well positioned for the opportunities ahead driven by its resilient and diversified business model"  
[X Link](https://x.com/SchoolHardStock/status/1992278806330257604)  2025-11-22T17:07Z [---] followers, [--] engagements


"4/ $MA is at one of its lowest valuations in years. The P/E is [--] based on [----] EPS estimates. The last time the P/E was this low was in [----] Q4. There is plump upside for the stock in [----] and 2027"  
[X Link](https://x.com/SchoolHardStock/status/1992278894154817660)  2025-11-22T17:07Z [---] followers, [--] engagements


"6/ Quarterly Profit Growth for $MA is projected to be in the mid-teens for the next few quarters. $MA is consistent in beating the street"  
[X Link](https://x.com/SchoolHardStock/status/1992279293582598616)  2025-11-22T17:09Z [---] followers, [--] engagements


"7/ Last quarter $MA delivered 13% profit growth and beat estimates of 11%. Revenue increased 17% year-over-year versus estimates of 16%. Revenue growth was driven by healthy customer and business spending as well as the performance of its differentiated services"  
[X Link](https://x.com/SchoolHardStock/status/1992279436046266647)  2025-11-22T17:10Z [---] followers, [--] engagements


"8/ $MA's Annual Profit Estimates increased this quarter. $MA's Quarterly Profit Estimates are 12% 15% 15% and 16% growth over the next [--] quarters. Analysts think $MA's revenue will grow 17% next quarter"  
[X Link](https://x.com/SchoolHardStock/status/1992279642934567053)  2025-11-22T17:10Z [---] followers, [--] engagements


"9/ $MA currently has a [--] P/E when we look at [----] profit estimates. In the One-Year Chart section above we calculated the P/E using [----] profit estimates and got 29"  
[X Link](https://x.com/SchoolHardStock/status/1992279769204023354)  2025-11-22T17:11Z [---] followers, [--] engagements


"10/ Looking ahead to [----] if $MA earns $19.14 a share and investors give the stock a P/E of [--] the shares will go to $670 around 22% higher than the recent quote of $550. For [----] the upside is 42%"  
[X Link](https://x.com/SchoolHardStock/status/1992279850451874224)  2025-11-22T17:11Z [---] followers, [--] engagements


"11/ $MA stock has a lot of great traits including a double-digit growth rate a rising dividend a stock buyback program and a stable business that churns out growth"  
[X Link](https://x.com/SchoolHardStock/status/1992279953745048030)  2025-11-22T17:12Z [---] followers, [--] engagements


"Stocks climbed on Tuesday on rising Fed rate-cut bets. American Express $AXP saw strong demand for its new Platinum cards. Read more: https://schoolofhardstocks.com/stocks-surge-as-investors-bet-on-fed-interest-rate-cut-next-month/ https://schoolofhardstocks.com/stocks-surge-as-investors-bet-on-fed-interest-rate-cut-next-month/"  
[X Link](https://x.com/SchoolHardStock/status/1993507839462326721)  2025-11-26T02:31Z [---] followers, [--] engagements


"American Express $AXP new Platinum Cards are seeing strong demand with new accounts doubling and 500K mirror card requests. Premium perks are driving growth especially among Millennial and Gen Z users. Here is the ten-year chart of $AXP as of October [--] when it was at $361"  
[X Link](https://x.com/SchoolHardStock/status/1993508391931855065)  2025-11-26T02:33Z [---] followers, [--] engagements


"Stocks ended their strongest week since June after a five-day rally. Apple $AAPL surged as quarterly profit growth accelerated to 13%. Read more: https://schoolofhardstocks.com/u-s-stocks-rise-on-black-friday-marking-their-best-week-since-june/ https://schoolofhardstocks.com/u-s-stocks-rise-on-black-friday-marking-their-best-week-since-june/"  
[X Link](https://x.com/SchoolHardStock/status/1994634649843429639)  2025-11-29T05:08Z [---] followers, [--] engagements


"4/ And since the end of the quarter $GOOGL has launched its new AI assistant: #Gemini [---]. This new #Gemini has blown away investors as it has immediately become the best AI assistant in the world"  
[X Link](https://x.com/SchoolHardStock/status/1994970209875366357)  2025-11-30T03:22Z [---] followers, [--] engagements


"5/ $GOOGL broke out past $275 after the company reported earnings. Shares were $193 last quarter and are $319 few weeks ago. We have recently been in a tough market for tech stocks yet $GOOGL continues to climb. $GOOGL is currently the top stock in the stock market"  
[X Link](https://x.com/SchoolHardStock/status/1994970483155243476)  2025-11-30T03:23Z [---] followers, [--] engagements


"6/ $GOOGL's P/E of [--] is calculated using [----] profit estimates. We are in $GOOGL's Fiscal Q4 now. The Estimated Long-Term Growth Rate is 17% same as last quarter. Profits grew an impressive 46% last quarter"  
[X Link](https://x.com/SchoolHardStock/status/1994970692383903845)  2025-11-30T03:24Z [---] followers, [--] engagements


"7/ Last quarter $GOOGL delivered impressive 46% profit growth and whipped expectations of 10%. Revenue increased by 14% versus estimates of 13%. $GOOGL posted double-digit revenue growth across every major part of its business"  
[X Link](https://x.com/SchoolHardStock/status/1994970820117238170)  2025-11-30T03:24Z [---] followers, [--] engagements


"8/ $GOOGL is investing heavily in infrastructure for its Cloud segment. It is the only company providing a wide range of GPUs from its partner NVIDIA $NVDA plus its own purpose-built TPUs which are more efficient for AI"  
[X Link](https://x.com/SchoolHardStock/status/1994970943241023908)  2025-11-30T03:25Z [---] followers, [--] engagements


"CrowdStrike $CRWD reports earnings: Reported: $0.96 vs. $0.93 = +3% Estimates: $0.94 vs. $0.93 = +1% Beat the street by $0.02 Revenue: +22% Revenue Est: +20%"  
[X Link](https://x.com/SchoolHardStock/status/1995995933608476996)  2025-12-02T23:18Z [---] followers, [---] engagements


"Stocks rose on Tuesday as #Bitcoin rebounded above $91000. Old Dominions $ODFL profits drop amid ongoing economic softness. Read more: https://schoolofhardstocks.com/bitcoin-rebound-and-tech-rally-boost-wall-street/ https://schoolofhardstocks.com/bitcoin-rebound-and-tech-rally-boost-wall-street/"  
[X Link](https://x.com/SchoolHardStock/status/1996000676997177435)  2025-12-02T23:36Z [---] followers, [--] engagements


"Old Dominion Freight Line $ODFL reports weaker demand and lower revenue amid tariffs while focusing on cost controls and investing in tech equipment and service centers to prepare for future growth. Here is the one-year chart of $ODFL as of November [--] when it was at $130"  
[X Link](https://x.com/SchoolHardStock/status/1996001156519305434)  2025-12-02T23:38Z [---] followers, [--] engagements


"Stocks rose on Wednesday as weak jobs data fuels Fed rate-cut hopes. Waste Management $WM stock dipped after it missed estimates. Read more: https://schoolofhardstocks.com/stocks-rise-as-weaker-private-employment-boosts-fed-rate-cut-hopes/ https://schoolofhardstocks.com/stocks-rise-as-weaker-private-employment-boosts-fed-rate-cut-hopes/"  
[X Link](https://x.com/SchoolHardStock/status/1996386162622251340)  2025-12-04T01:08Z [---] followers, [--] engagements


"Waste Management $WM stock dips after earnings miss and 14% recycling revenue drop but sustainability investments and acquisitions are set to drive strong 11% quarterly profit growth ahead. Here is the one-year chart of $WM as of November [--] when it was at $200"  
[X Link](https://x.com/SchoolHardStock/status/1996386625077858539)  2025-12-04T01:10Z [---] followers, [--] engagements


"Amazon $AMZN Stock is Hot as AWS & Grocery Delivery Provide Room for Growth 🧵 https://schoolofhardstocks.com/amzn_2025_q4/ https://schoolofhardstocks.com/amzn_2025_q4/"  
[X Link](https://x.com/SchoolHardStock/status/1997682110505837031)  2025-12-07T14:58Z [---] followers, [--] engagements


"1/ Amazons $AMZN featured storyline is the acceleration of Amazon Web Services #AWS due to strong demand for AI and core infrastructure. #AWS revenue growth was 20% last quarter its largest figure in [--] quarters. #AWS revenue growth was 17% 2QtrsAgo"  
[X Link](https://x.com/SchoolHardStock/status/1997682299492782272)  2025-12-07T14:59Z [---] followers, [--] engagements


"9/ $AMZN's quarterly estimates are low. Quarterly profit Estimates are 5% 8% 10% and 1% profit growth in the next [--] quarters. Analysts think $AMZN's revenue will grow 12% next quarter"  
[X Link](https://x.com/SchoolHardStock/status/1997683277818364402)  2025-12-07T15:03Z [---] followers, [--] engagements


"10/ $AMZN is $244 this quarter with a P/E of [--] when we look at current year (2025) profit estimates. Looking to [----] our Fair Value is a P/E of [--] or $295 a share. That gives $AMZN around 21% upside. Note: 2027s upside is a solid 47% as we think $AMZN could be $360 a share"  
[X Link](https://x.com/SchoolHardStock/status/1997683493552460245)  2025-12-07T15:03Z [---] followers, [--] engagements


"11/ $AMZN had been a terrific stock to own historically. It was a dog in [----] as the company lost money that year but it has since come roaring back as management focused on profit margins. $AMZN's next frontier is grocery delivery. But for now #AWS is their shining star"  
[X Link](https://x.com/SchoolHardStock/status/1997683842040451127)  2025-12-07T15:05Z [---] followers, [---] engagements


"Stocks fell on Monday as investors brace for Fed Meeting. Amphenol $APH sees strong IT datacom growth. Read more: https://schoolofhardstocks.com/stocks-fall-as-investors-await-fed-decision-this-week/ https://schoolofhardstocks.com/stocks-fall-as-investors-await-fed-decision-this-week/"  
[X Link](https://x.com/SchoolHardStock/status/1998283570092367958)  2025-12-09T06:48Z [---] followers, [--] engagements


"Amphenol $APH posts standout [----] growth with soaring IT datacom demand. Last quarter profits grew 86% and revenue 53% keeping $APH among the markets top-performing stocks. Here is the one-year chart of $APH as of November [--] when it was at $142"  
[X Link](https://x.com/SchoolHardStock/status/1998284101732974971)  2025-12-09T06:50Z [---] followers, [--] engagements


"Stocks were mixed on Tuesday as Fed decision nears. ServiceNow $NOW promotes its AI platform for business transformation. Read more: https://schoolofhardstocks.com/stocks-hold-steady-as-federal-reserve-rate-meeting-begins/ https://schoolofhardstocks.com/stocks-hold-steady-as-federal-reserve-rate-meeting-begins/"  
[X Link](https://x.com/SchoolHardStock/status/1998608010147672240)  2025-12-10T04:17Z [---] followers, [--] engagements


"Adobe $ADBE reports earnings: Reported: $5.50 vs. $4.81 = +14% Estimates: $5.39 vs. $4.81 = +12% Beat the street by $0.11 Revenue: +11% Revenue Est: +9%"  
[X Link](https://x.com/SchoolHardStock/status/1998977349354926454)  2025-12-11T04:45Z [---] followers, [---] engagements


"Costco $COST reports earnings: Reported: $4.34 vs. $4.04 = +7% Estimates: $4.27 vs. $4.04 = +6% Beat the street by $0.07 Revenue: +8% Revenue Est: +8%"  
[X Link](https://x.com/SchoolHardStock/status/1999298724858843319)  2025-12-12T02:02Z [---] followers, [--] engagements


"1/ $MELI's profits came in soft last quarter and are expected to dip again next quarter because the company is choosing to invest heavily. Last quarter the company delivered 6% profit growth and next quarter it is expected to fall 7%"  
[X Link](https://x.com/SchoolHardStock/status/2000398440937992529)  2025-12-15T02:52Z [---] followers, [--] engagements


"2/ $MELI is intentionally pouring money into free shipping in Brazil by lowering free-shipping minimum from [--] Brazilian Real (BRL) to [--] BRL expanding logistics with more fulfillment centers and adding slower-delivery options to attract budget shoppers"  
[X Link](https://x.com/SchoolHardStock/status/2000398533325930864)  2025-12-15T02:52Z [---] followers, [---] engagements


"Stocks slid on Monday as AI and tech stocks drag markets. Blue Owl Capital $OWL merger attempt backfires raising liquidity concerns. Read more: https://schoolofhardstocks.com/stocks-fall-as-tech-and-ai-stocks-slide-ahead-of-economic-data/ https://schoolofhardstocks.com/stocks-fall-as-tech-and-ai-stocks-slide-ahead-of-economic-data/"  
[X Link](https://x.com/SchoolHardStock/status/2000708940095459615)  2025-12-15T23:25Z [---] followers, [--] engagements


"Blue Owl Capital $OWL scrapped a fund merger after backlash over a 20% hit to private investors exposing liquidity stress from redemption pressure and added risk from a Meta-linked $27B data center deal. Here is the one-year chart of $OWL as of November [--] when it was at $14"  
[X Link](https://x.com/SchoolHardStock/status/2000709291267723468)  2025-12-15T23:27Z [---] followers, [--] engagements


"Stocks were mixed on Tuesday after November jobs report. Chipotle $CMG stock continued to falter is now the right time to buy Read more: https://schoolofhardstocks.com/stocks-end-mixed-as-jobs-data-fuels-economic-fears/ https://schoolofhardstocks.com/stocks-end-mixed-as-jobs-data-fuels-economic-fears/"  
[X Link](https://x.com/SchoolHardStock/status/2001112892624789662)  2025-12-17T02:11Z [---] followers, [--] engagements


"Chipotle $CMG stock has continued to drop as growth slowed and inflation hit consumer spending. Now with a P/E of [--] is $CMG low enough to buy back Here is the one-year chart of $CMG as of November [--] when it was at $31"  
[X Link](https://x.com/SchoolHardStock/status/2001113607816585541)  2025-12-17T02:13Z [---] followers, [--] engagements


"Stocks fell on Wednesday as tech and AI shares slid. NVIDIA $NVDA remains the king of AI Datacenters with solid upside for [----]. Read more: https://schoolofhardstocks.com/stocks-slide-wednesday-as-tech-and-ai-weakness-oracle-setback-weigh-on-markets/ https://schoolofhardstocks.com/stocks-slide-wednesday-as-tech-and-ai-weakness-oracle-setback-weigh-on-markets/"  
[X Link](https://x.com/SchoolHardStock/status/2001462723641553240)  2025-12-18T01:21Z [---] followers, [--] engagements


"NVIDIA $NVDA leads AI infrastructure as profits jump 60% on 62% revenue growth driven by Blackwell GPUs. With Rubin GPUs coming and top tech clients CUDA strengthens $NVDA's AI moat. Here is the one-year chart of $NVDA as of December [--] when it was at $180"  
[X Link](https://x.com/SchoolHardStock/status/2001463097228431618)  2025-12-18T01:22Z [---] followers, [--] engagements


"Factset $FDS reports earnings: Reported: $4.51 vs. $4.37 = +3% Estimates: $4.36 vs. $4.37 = -0% Beat the street by $0.15 Revenue: +7% Revenue Est: +6%"  
[X Link](https://x.com/SchoolHardStock/status/2001644521470464353)  2025-12-18T13:23Z [---] followers, [---] engagements


"Cintas $CTAS reports earnings: Reported: $1.21 vs. $1.09 = +11% Estimates: $1.20 vs. $1.09 = +10% Beat the street by $0.01 Revenue: +9% Revenue Est: +8%"  
[X Link](https://x.com/SchoolHardStock/status/2001658143944896546)  2025-12-18T14:17Z [---] followers, [--] engagements


"NVIDIA $NVDA Remains the King of AI Datacenters With Solid Upside for [----] 🧵 https://schoolofhardstocks.com/nvda_2025_q4/ https://schoolofhardstocks.com/nvda_2025_q4/"  
[X Link](https://x.com/SchoolHardStock/status/2002789231715135767)  2025-12-21T17:12Z [---] followers, [---] engagements


"1/ $NVDA continues to be the brains of AI infrastructure. Last quarter its profits surged 60% on the back of 62% revenue growth with its new Blackwell GPU leading the charge. Blackwell was launched in late [----] and delivers 50x the performance of the previous Hopper platforms"  
[X Link](https://x.com/SchoolHardStock/status/2002789380856131695)  2025-12-21T17:12Z [---] followers, [--] engagements


"4/ $NVDA stock made a run higher during the Spring & Summer and is now basing. This stock has a P/E of [--] when we look at [----] profit estimates. Our Fair Value is a [--] P/E. We think $NVDA is very undervalued. The P/E was [--] last quarter"  
[X Link](https://x.com/SchoolHardStock/status/2002789902455595201)  2025-12-21T17:14Z [---] followers, [--] engagements


"5/ $NVDA's Estimated Long-Term Growth is 40%up from 34% 2QtrsAgo. This is analysts 3-5 year guess of annual profit growth (not stock growth). Quarterly profit growth has been rapid in the past [--] quarters. Estimates are for rapid growth to continue"  
[X Link](https://x.com/SchoolHardStock/status/2002790095964008783)  2025-12-21T17:15Z [---] followers, [--] engagements


"6/ Last quarter $NVDA reported 60% profit growth and beat estimates of 53%. Revenue grew 62% and beat analysts estimates of 56%. Gross margin was 73.6% down from 75.0% year ago"  
[X Link](https://x.com/SchoolHardStock/status/2002790195553608146)  2025-12-21T17:16Z [---] followers, [--] engagements


"Stocks rose on Monday fueled by the AI trade. Double-digit growth in ratings & indices pushes S&P Globals $SPGI profits up 22%. Read more: https://schoolofhardstocks.com/wall-street-opens-the-week-higher-as-u-s-stocks-climb-in-holiday-shortened-trading/ https://schoolofhardstocks.com/wall-street-opens-the-week-higher-as-u-s-stocks-climb-in-holiday-shortened-trading/"  
[X Link](https://x.com/SchoolHardStock/status/2003359850164785357)  2025-12-23T06:59Z [---] followers, [--] engagements


"Stocks grew on Tuesday on AI strength strong GDP. Cloudflare $NET stock breaks out to a new all-time high after earnings. Read more: https://schoolofhardstocks.com/stocks-rise-for-fourth-straight-day-as-ai-stocks-lead-and-gdp-beats-expectations/ https://schoolofhardstocks.com/stocks-rise-for-fourth-straight-day-as-ai-stocks-lead-and-gdp-beats-expectations/"  
[X Link](https://x.com/SchoolHardStock/status/2003690940368871757)  2025-12-24T04:55Z [---] followers, [--] engagements


"Cloudflare $NET hits a new all-time high above $250 after earnings. Strong revenue and profit growth rising AI demand and more $100K+ customers are driving faster growth and bullish outlook. Here is the one-year chart of $NET as of December [--] when it was at $197"  
[X Link](https://x.com/SchoolHardStock/status/2003691352371187904)  2025-12-24T04:56Z [---] followers, [--] engagements


"Stocks were little changed on a muted Friday session. Advanced Micro Devices' $AMD profits are expected to compound driven by AI. Read more: https://schoolofhardstocks.com/stocks-notch-solid-weekly-gains-ahead-of-the-final-trading-week-of-2025/ https://schoolofhardstocks.com/stocks-notch-solid-weekly-gains-ahead-of-the-final-trading-week-of-2025/"  
[X Link](https://x.com/SchoolHardStock/status/2004768592852910173)  2025-12-27T04:17Z [---] followers, [--] engagements


"Advanced Micro Devices $AMD enters a strong AI growth phase as chip demand surges. MI350 GPUs EPYC CPUs and a powerful [----] AI cycle drive cloud server and revenue expansion. Here is the one-year chart of $AMD as of December [--] when it was at $216"  
[X Link](https://x.com/SchoolHardStock/status/2004769144844202345)  2025-12-27T04:19Z [---] followers, [---] engagements


"Stocks fell on Monday as technology shares led the losses. Palo Alto Networks $PANW gets ready for more advanced cyber threats. Read more: https://schoolofhardstocks.com/u-s-stock-market-slips-on-monday-as-year-end-caution-weighs-on-indexes/ https://schoolofhardstocks.com/u-s-stock-market-slips-on-monday-as-year-end-caution-weighs-on-indexes/"  
[X Link](https://x.com/SchoolHardStock/status/2005830390414516439)  2025-12-30T02:36Z [---] followers, [--] engagements


"Palo Alto Networks $PANW a top cybersecurity company is boosting AI security with #AgentiX to fight hacker bots and preparing for quantum computing threats that could break todays encryption by [----]. Here is the one-year chart of $PANW as of December [--] when it was at $186"  
[X Link](https://x.com/SchoolHardStock/status/2005830825045000607)  2025-12-30T02:38Z [---] followers, [--] engagements


"S&P [---] rose on Friday to kick off the new year of trading. Palantir's $PLTR US commercial business surged as companies deploy AI. Read more: https://schoolofhardstocks.com/sp-500-kicks-off-new-trading-year-higher/ https://schoolofhardstocks.com/sp-500-kicks-off-new-trading-year-higher/"  
[X Link](https://x.com/SchoolHardStock/status/2007263104942641572)  2026-01-03T01:29Z [---] followers, [---] engagements


"Palantirs $PLTR US commercial revenue surged 121% YoY as companies rapidly deploy enterprise AI. Strong demand for its AI platform drove $1.3B in contracts accelerating real-world AI adoption. Here is the one-year chart of $PLTR as of December [--] [----] when it was at $183"  
[X Link](https://x.com/SchoolHardStock/status/2007263794679164962)  2026-01-03T01:32Z [---] followers, [---] engagements


"Stocks surged on Tuesday amid U.S.-Venezuela tensions. New tech stock Rubrik $RBRK delivers data management cybersecurity. Read more: https://schoolofhardstocks.com/sp-500-hit-record-highs-as-market-rallies-amid-venezuela-tensions/ https://schoolofhardstocks.com/sp-500-hit-record-highs-as-market-rallies-amid-venezuela-tensions/"  
[X Link](https://x.com/SchoolHardStock/status/2008657485453029814)  2026-01-06T21:50Z [---] followers, [---] engagements


"New tech stock Rubrik $RBRK surges as cybersecurity firm beats earnings posts profit and 48% revenue growth and advances AI data protection amid competition. Here is the one-year chart of $RBRK as of December [--] [----] when it was at $91"  
[X Link](https://x.com/SchoolHardStock/status/2008658639763226770)  2026-01-06T21:55Z [---] followers, [---] engagements


"Stocks were mixed on Thursday ahead of jobs report. TJX $TJX stock pushes higher as tight wallet consumers are pinching pennies. Read more: https://schoolofhardstocks.com/stocks-close-mixed-with-sp-500-flat-nasdaq-down/ https://schoolofhardstocks.com/stocks-close-mixed-with-sp-500-flat-nasdaq-down/"  
[X Link](https://x.com/SchoolHardStock/status/2009474691799654702)  2026-01-09T03:57Z [---] followers, [--] engagements


"Stocks rebounded on Friday to close a winning week. Consumer spending pressures slow McDonalds $MCD profit & revenue growth. Read more: https://schoolofhardstocks.com/stocks-jump-sp-500-closes-at-record-high-after-u-s-jobs-report/ https://schoolofhardstocks.com/stocks-jump-sp-500-closes-at-record-high-after-u-s-jobs-report/"  
[X Link](https://x.com/SchoolHardStock/status/2009867444966568055)  2026-01-10T05:58Z [---] followers, [--] engagements


"Macroeconomic pressure slowed McDonalds $MCD with lower-income traffic stayed down. Revenue rose 3% but profits were flat. Sales grew via promos and lower prices squeezing margins. Here is the one-year chart of $MCD as of December [--] [----] when it was at $319"  
[X Link](https://x.com/SchoolHardStock/status/2009867802648437229)  2026-01-10T06:00Z [---] followers, [--] engagements


"#Mounjaro and #Zepbound Drive Eli Lilly $LLY Stock to an All-Time High 🧵 https://schoolofhardstocks.com/lly_2025_q4/ https://schoolofhardstocks.com/lly_2025_q4/"  
[X Link](https://x.com/SchoolHardStock/status/2010766045880139778)  2026-01-12T17:29Z [---] followers, [--] engagements


"1/ $LLY stock hit an All-Time High in late November after announcing robust sales of #Mounjaro and #Zepbound. Last quarter #Zepbounds sales surged 185% and #Mounjaro sales jumped 109% year-over-year. #Mounjaro is the most prescribed incretin for type [--] diabetes in the U.S"  
[X Link](https://x.com/SchoolHardStock/status/2010766174733185369)  2026-01-12T17:29Z [---] followers, [--] engagements


"2/ $LLY posted a remarkable 495% growth in profits on a 54% increase in revenue. #Mounjaro and #Zepbound accounted for 57% of total company revenue. To support continued growth $LLY expanded its manufacturing capacity with new facilities in Virginia and Texas"  
[X Link](https://x.com/SchoolHardStock/status/2010766321055907906)  2026-01-12T17:30Z [---] followers, [--] engagements


"3/ $LLY also upgraded its Puerto Rico site. Additionally #Inluriyo got FDA approval for metastatic breast cancer while #Kisunla was approved in Europe for early symptomatic Alzheimers disease"  
[X Link](https://x.com/SchoolHardStock/status/2010766418137268713)  2026-01-12T17:30Z [---] followers, [--] engagements


"4/ After a period of decline $LLY stock staged a strong rebound last quarter climbing to an All-Time High in late November driven by robust earnings results and surging demand for its weight-loss and diabetes treatments"  
[X Link](https://x.com/SchoolHardStock/status/2010766526035739070)  2026-01-12T17:31Z [---] followers, [--] engagements


"5/ $LLY's P/E was [--] last quarter and it is [--] this quarter. However this quarter Im calculating the P/E based on [----] profit estimates in this chart because we are in the companys Fiscal Q4"  
[X Link](https://x.com/SchoolHardStock/status/2010766667195040171)  2026-01-12T17:31Z [---] followers, [--] engagements


"6/ $LLY's Estimated Long-Term Growth is at 44%. Thats fantastic Note thats a long-term profit growth estimate not a stock growth estimate. $LLY's quarterly profit growth has been humming along and good growth is expected ahead"  
[X Link](https://x.com/SchoolHardStock/status/2010766789664284888)  2026-01-12T17:32Z [---] followers, [--] engagements


"7/ Last quarter $LLY delivered 495% profit growth and whipped estimates of 433%. Revenue grew 54% and beat estimates of 27%"  
[X Link](https://x.com/SchoolHardStock/status/2010766937744425107)  2026-01-12T17:32Z [---] followers, [--] engagements


"8/ $LLY's Annual Profit Estimates increased this quarter. Quarterly Profit Estimates are 33% 126% 28% and 25% profit growth in the next [--] quarters. Analysts think $LLY's revenue will grow 31% next quarter"  
[X Link](https://x.com/SchoolHardStock/status/2010767158326727072)  2026-01-12T17:33Z [---] followers, [--] engagements


"9/ This quarter $LLY is $1076 and has a P/E of [--] when we look at [----] profit estimates. Our Fair Value is a P/E of [--] and when we plug [----] profit estimates in we get a Fair Value of $1137 or a 6% upside. For [----] the Fair Value is $1409 giving $LLY robust upside of 31%"  
[X Link](https://x.com/SchoolHardStock/status/2010767385020809444)  2026-01-12T17:34Z [---] followers, [--] engagements


"10/ $LLY should have a surge in revenue when #Mounjaro and #Zepbound arrives in pill form. However $LLY has a high valuation right now and might need need some time to get to higher levels"  
[X Link](https://x.com/SchoolHardStock/status/2010767533486587926)  2026-01-12T17:35Z [---] followers, [--] engagements


"11/ $LLY is part of our Conservative Growth Portfolio Growth Portfolio and Aggressive Growth Portfolio. Looking ahead a pill form of #Zepbound and #Orforglipron could be a game changer for the industry ushering in a slew of new patients who arent interested in injections"  
[X Link](https://x.com/SchoolHardStock/status/2010767717121605702)  2026-01-12T17:35Z [---] followers, [--] engagements


"12/ $LLY's pill form of #Zepbound and #Orforglipron are expected to launch in [----]. Read more: https://schoolofhardstocks.com/lly_2025_q4/ https://schoolofhardstocks.com/lly_2025_q4/"  
[X Link](https://x.com/SchoolHardStock/status/2010767931517325547)  2026-01-12T17:36Z [---] followers, [--] engagements


"Stocks gained on Monday amid DOJ Probe of Fed Chair. #AI workload company CoreWeave $CRWV grows rapidly via rising #AI adoption. Read more: https://schoolofhardstocks.com/stocks-rise-as-investors-shrug-off-doj-probe-of-fed-chair-jerome-powell/ https://schoolofhardstocks.com/stocks-rise-as-investors-shrug-off-doj-probe-of-fed-chair-jerome-powell/"  
[X Link](https://x.com/SchoolHardStock/status/2010954451276935536)  2026-01-13T05:57Z [---] followers, [---] engagements


"CoreWeave $CRWV is expanding as #AI adoption rises delivering AI-focused cloud infrastructure for training and inference. Major $META and #OpenAI contracts highlight its role powering #AI growth. Here is the one-year chart of $CRWV as of December [--] when it was at $68"  
[X Link](https://x.com/SchoolHardStock/status/2010955334609953006)  2026-01-13T06:01Z [---] followers, [---] engagements


"Stocks fell on Tuesday as inflation eases. #Mounjaro and #Zepbound drive Eli Lilly $LLY stock to an All-Time High. Read more: https://schoolofhardstocks.com/stocks-dip-as-investors-react-to-inflation-data/ https://schoolofhardstocks.com/stocks-dip-as-investors-react-to-inflation-data/"  
[X Link](https://x.com/SchoolHardStock/status/2011266544278602175)  2026-01-14T02:38Z [---] followers, [--] engagements


"Eli Lilly $LLY stock hit record highs as #Mounjaro and #Zepbound sales surged driving 495% profit growth. New manufacturing expansion and FDA Europe drug approvals fuel outlook. Here is the one-year chart of $LLY as of December [--] when it was at $1076"  
[X Link](https://x.com/SchoolHardStock/status/2011266843252850954)  2026-01-14T02:39Z [---] followers, [--] engagements


"Stocks fell on Wednesday on bank earnings and geopolitical tensions. Sea $SE its boosts logistics profit estimates decline. Read more: https://schoolofhardstocks.com/stocks-slide-as-bank-earnings-and-trump-fed-tensions-weigh-on-markets/ https://schoolofhardstocks.com/stocks-slide-as-bank-earnings-and-trump-fed-tensions-weigh-on-markets/"  
[X Link](https://x.com/SchoolHardStock/status/2011641768262189552)  2026-01-15T03:29Z [---] followers, [--] engagements


"Sea $SE strengthens its logistics moat via SPX Express boosting Shopee delivery speed and lowering costs across Southeast Asia. Heavy investment pressures margins now but supports long-term growth. Here is the one-year chart of $SE as of December [--] when it was at $125"  
[X Link](https://x.com/SchoolHardStock/status/2011642086693749091)  2026-01-15T03:30Z [---] followers, [---] engagements


"Tech and bank stocks led market recovery on Thursday. AI semiconductor demand is a key driver behind Broadcoms $AVGO growth. Read more: https://schoolofhardstocks.com/wall-street-rebounds-as-tech-and-bank-stocks-lead-thursday-rally/ https://schoolofhardstocks.com/wall-street-rebounds-as-tech-and-bank-stocks-lead-thursday-rally/"  
[X Link](https://x.com/SchoolHardStock/status/2011994501813068253)  2026-01-16T02:50Z [---] followers, [--] engagements


"Broadcoms $AVGO growth is driven by AI semiconductors and custom accelerators with strong profit and revenue gains a $73B AI backlog and sustained AI demand expected through [----]. Here is the one-year chart of $AVGO as of December [--] when it was at $341"  
[X Link](https://x.com/SchoolHardStock/status/2011994855707377729)  2026-01-16T02:52Z [---] followers, [--] engagements


"Intuits $INTU AI-Powered Solutions Drive Solid Growth with Profits Up 34% 🧵 https://schoolofhardstocks.com/intu_2025_q4/ https://schoolofhardstocks.com/intu_2025_q4/"  
[X Link](https://x.com/SchoolHardStock/status/2013116337879732636)  2026-01-19T05:08Z [---] followers, [--] engagements


"1/ $INTU delivered a strong quarter with 34% profit growth on an 18% increase in revenue driven by its AI-powered solutions that integrate data AI and human expertise to help customers"  
[X Link](https://x.com/SchoolHardStock/status/2013116515395240395)  2026-01-19T05:09Z [---] followers, [--] engagements


"2/ $INTU's all-in-one business platform has expanded with Intuit Intelligence which answers complex finance questions and the AI-native Intuit Accountant Suite which helps accounting firms manage clients and teams more efficiently and accelerate growth"  
[X Link](https://x.com/SchoolHardStock/status/2013116589827403783)  2026-01-19T05:09Z [---] followers, [--] engagements


"3/ In last quarters earnings call $INTU's management noted that its AI agents are gaining traction with [---] million customers using them to streamline their work"  
[X Link](https://x.com/SchoolHardStock/status/2013116652217405667)  2026-01-19T05:09Z [---] followers, [--] engagements


"4/ After reaching near multi-year highs earlier in the year $INTU stock pulled back due to weakness in software stocks.Investors fear AI will make taxes easier to process thus there wont be such a need for $INTU's software"  
[X Link](https://x.com/SchoolHardStock/status/2013116766394986749)  2026-01-19T05:10Z [---] followers, [--] engagements


"5/ $INTU has a P/E of 29down from last quarters [--]. We think $INTU is worthy of a [--] P/E. The Estimated Long-Term Growth is 14% down from 15% last quarter. Quarterly profit growth has been excellent the past two quarters"  
[X Link](https://x.com/SchoolHardStock/status/2013116938625462716)  2026-01-19T05:10Z [---] followers, [--] engagements


"6/ Last quarter $INTU delivered 34% profit growth and beat estimates of 33%. Revenue was up 18% year on year and beat analysts expectation of 17%"  
[X Link](https://x.com/SchoolHardStock/status/2013117084390338961)  2026-01-19T05:11Z [---] followers, [--] engagements


"7/ $INTU's Annual Profit Estimates rose across the board. For [----] management expects revenue growth of approximately 12% to 13%. Quarterly Profit Estimates are 11% 11% 16% and 15% growth for the next [--] quarters. For next quarter analysts estimate sales growth will be 14%"  
[X Link](https://x.com/SchoolHardStock/status/2013117253638570348)  2026-01-19T05:12Z [---] followers, [--] engagements


"8/ $INTU stock is $675 this quarter and has a reasonable P/E of [--]. My Fair Value P/E is [--] which gives us a price of target of $812 and upside of 17%. 2027Fair Valuesits at $927 a share giving the stock upside of 37%. $INTU has its Fiscal Year-end July 31"  
[X Link](https://x.com/SchoolHardStock/status/2013117410925244776)  2026-01-19T05:12Z [---] followers, [--] engagements


"9/ $INTU has a very nice ten-year chart. The stock went on a parabolic move higher in [----] as a lot of stocks did. $INTU then pulled back digested its gains and has now hit new highs once again"  
[X Link](https://x.com/SchoolHardStock/status/2013117547902865852)  2026-01-19T05:13Z [---] followers, [--] engagements


"10/ $INTU delivered a quality quarter once again. Investors are focused on AI eating away the software business though. $INTU is part of the Conservative Portfolio. Read more: https://schoolofhardstocks.com/intu_2025_q4/ https://schoolofhardstocks.com/intu_2025_q4/"  
[X Link](https://x.com/SchoolHardStock/status/2013117730317054327)  2026-01-19T05:14Z [---] followers, [--] engagements


"Stocks jumped on Thursday as Trump drops Europe tariff threats. AI cloud company Nebius $NBIS grows faster than I could imagine. Read more: https://schoolofhardstocks.com/stocks-rise-on-positive-sentiment-from-easing-greenland-tensions/ https://schoolofhardstocks.com/stocks-rise-on-positive-sentiment-from-easing-greenland-tensions/"  
[X Link](https://x.com/SchoolHardStock/status/2014543803198406685)  2026-01-23T03:40Z [---] followers, [---] engagements


"AI hosting firm Nebius $NBIS sees surging demand selling out capacity as revenue jumps from $7M to $146M in [--] quarters backed by $21B+ long-term AI cloud deals with Meta $META and Microsoft $MSFT. Here is the one-year chart of $NBIS as of January [--] when it was at $97"  
[X Link](https://x.com/SchoolHardStock/status/2014544065904443420)  2026-01-23T03:41Z [---] followers, [---] engagements


"3/ To put this into perspective $ORCL did $57B in revenue in its last fiscal year and now has a backlog around 10x that. Management made it clear that demand is not an issue but the challenge is building capacity fast enough to deliver already-signed contracts"  
[X Link](https://x.com/SchoolHardStock/status/2015780966137204792)  2026-01-26T13:36Z [---] followers, [--] engagements


"4/ Management said $ORCL will fund this expansion using a mix of traditional debt customer-supplied hardware and supplier chip-leasing arrangements where chips are rented instead or purchased which reduces upfront capital needs"  
[X Link](https://x.com/SchoolHardStock/status/2015781080167784549)  2026-01-26T13:37Z [---] followers, [--] engagements


"6/ Notice $ORCL's Estimated Long-Term Growth of 19% same with 2QtrsAgo. Thats a pretty good figure for a conservative stock like this. Quarterly profit growth was strong last quarter although expectations for the next two quarters are for only in mid-teens"  
[X Link](https://x.com/SchoolHardStock/status/2015781553574646184)  2026-01-26T13:39Z [---] followers, [--] engagements


"7/ Last quarter $ORCL reported 54% profit growth and beat analysts' estimates of 11%. Revenue increased 14% year-over-year and missed analysts' expectation of 15%. Operating margin was 42% down from 43% a year ago"  
[X Link](https://x.com/SchoolHardStock/status/2015781677768097826)  2026-01-26T13:39Z [---] followers, [--] engagements


"8/ $ORCL's Annual Profit Estimates are mixed this quarter. Quarterly Profit Estimates are 17% 16% 18% and 17% growth in the next [--] quarters.Analyst think revenue will grow 20% next quarter"  
[X Link](https://x.com/SchoolHardStock/status/2015781866142564749)  2026-01-26T13:40Z [---] followers, [--] engagements


"Is Passive Investing Hurting Factset Research #FDS $FDS http://schoolofhardstocks.com/fds_2017_q2/ http://schoolofhardstocks.com/fds_2017_q2/"  
[X Link](https://x.com/SchoolHardStock/status/900820681587380226)  2017-08-24T20:42Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@SchoolHardStock Avatar @SchoolHardStock SchoolofHardStocks

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

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] -12%
  • [--] Month [-----] +63%
  • [--] Months [------] -0.90%
  • [--] Year [------] -30%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -34%
  • [--] Month [--] +39%
  • [--] Months [---] +3.20%
  • [--] Year [---] -27%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +0.39%
  • [--] Month [---] +0.39%
  • [--] Months [---] +5.70%
  • [--] Year [---] +21%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 85.92% finance 42.25% technology brands 33.1% cryptocurrencies 3.52% countries 2.11% exchanges 0.7% currencies 0.7%

Social topic influence ai 26.06%, stocks 22.54%, strong 11.97%, $lly 8.45%, business 7.75%, growth 6.34%, $intu 6.34%, longterm 4.93%, $msft #319, $ma 4.93%

Top accounts mentioned or mentioned by @aikaxbt_agent

Top assets mentioned Eli Lilly and Company (LLY) Intuit Inc. (INTU) Microsoft Corp. (MSFT) Mastercard, Inc. (MA) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Factset Research Systems, Inc. (FDS) Fiserv, Inc. (FI) Old Dominion Freight Line Inc (ODFL) Cloudflare, Inc. (NET) McDonald's Corp (MCD) Cintas Corporation (CTAS) Oracle Corporation (ORCL) Ecolab Inc. (ECL) Wing Finance (WING) Salesforce Inc (CRM) S&P Global Inc (SPGI) Sterling Infrastructure, Inc. Common Stock (STRL) Masco, Corp. (MAS) American Express Company (AXP) Waste Management, Inc. (WM) Amphenol Corporation (APH) Blue Owl Capital, Inc. (OWL) Chipotle Mexican Grill, Inc. (CMG) Advanced Micro Devices (AMD) Palo Alto Networks Inc (PANW) Palantir Technologies Inc. (PLTR) Rubrik, Inc. (RBRK) CoreWeave, Inc (CRWV) Metadium (META) Sea Limited (SE) Broadcom, Inc. (AVGO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Arm Holdings plc (ARM) Fiserv Inc (FISV) Vertiv Holdings Co (VRT) HUBSPOT, INC. (HUBS) Sherwin-Williams Co (SHW) Arista Networks Inc (ANET)

Top Social Posts

Top posts by engagements in the last [--] hours

"S&P [---] and NASDAQ fell on Tuesday as #AI bubble worries intensify. Investors dump Fiserv $FI stock after its Argentina boost fades. Read more: https://schoolofhardstocks.com/stocks-drop-as-tech-sector-faces-continued-pressure/ https://schoolofhardstocks.com/stocks-drop-as-tech-sector-faces-continued-pressure/"
X Link 2025-11-19T02:24Z [---] followers, [---] engagements

"Fiserv $FI shares fell as the company resets growth plans after profits dropped and Argentinas fading inflation boost disappeared pushing management to refocus on sustainable long-term growth. Here is the one-year chart of $FI as of November [--] when it was at $65"
X Link 2025-11-19T02:25Z [---] followers, [---] engagements

"Ecolab $ECL maintains double-digit profit growth and targets 1215% in [----] fueled by long-term demand in water hygiene and infection prevention plus new direct-to-chip data-center cooling tech. Here is the one-year chart of $ECL as of November [--] when it was at $255"
X Link 2025-12-04T22:01Z [---] followers, [---] engagements

"Stocks rose into Christmas as S&P [---] sets new record high. Wingstop $WING eyes sales rebound with Smart Kitchen & Club Wingstop. Read more: https://schoolofhardstocks.com/sp-500-rise-to-a-new-all-time-high-in-christmas-eve-session/ https://schoolofhardstocks.com/sp-500-rise-to-a-new-all-time-high-in-christmas-eve-session/"
X Link 2025-12-25T05:30Z [---] followers, [--] engagements

"Wingstop $WING posted 24% profit growth on 8% revenue gains driven by royalties and fees. Same-store sales fell 6% but Smart Kitchen and Club Wingstop aim to boost efficiency and loyalty. Here is the one-year chart of $WING as of December [--] when it was at $263"
X Link 2025-12-25T05:31Z [---] followers, [---] engagements

"Costco $COST Stock is in a Downtrend But the Shares Are Still Expensive Here 🧵 https://schoolofhardstocks.com/cost_2025_q4/ https://schoolofhardstocks.com/cost_2025_q4/"
X Link 2026-02-02T00:52Z [---] followers, [--] engagements

"Stocks dropped on Tuesday as tech stocks slide. Salesforce's $CRM Agentforce use rises fast despite small impact. Read more: https://schoolofhardstocks.com/wall-street-slips-as-tech-stocks-drag-markets-lower/ https://schoolofhardstocks.com/wall-street-slips-as-tech-stocks-drag-markets-lower/"
X Link 2026-02-04T04:45Z [---] followers, [--] engagements

"Salesforces $CRM Agentforce is growing fast with ARR up 330% and adoption surging but it remains a small business today and will take time to meaningfully impact $CRM's $40B+ revenue. Here is the one-year chart of $CRM as of January [--] when it was at $255"
X Link 2026-02-04T04:47Z [---] followers, [---] engagements

"Eli Lilly $LLY reports earnings: Reported: $7.54 vs. $5.32 = +42% Estimates: $7.07 vs. $5.32 = +33% Beat the street by $0.47 Revenue: +43% Revenue Est: +31%"
X Link 2026-02-04T13:44Z [---] followers, [--] engagements

"Old Dominion Freight Line $ODFL reports earnings: Reported: $1.09 vs. $1.23 = -11% Estimates: $1.06 vs. $1.23 = -14% Beat the street by $0.03 Revenue: -6% Revenue Est: -6%"
X Link 2026-02-04T13:47Z [---] followers, [--] engagements

"Alphabet $GOOGL reports earnings: Reported: $2.82 vs. $2.15 = +31% Estimates: $2.61 vs. $2.15 = +21% Beat the street by $0.21 Revenue: +18% Revenue Est: +15%"
X Link 2026-02-05T06:01Z [---] followers, [--] engagements

"Arm $ARM reports earnings: Reported: $0.43 vs. $0.39 = +10% Estimates: $0.41 vs. $0.39 = +5% Beat the street by $0.02 Revenue: +26% Revenue Est: +24%"
X Link 2026-02-05T06:03Z [---] followers, [--] engagements

"Amazon $AMZN reports earnings: Reported: $1.95 vs. $1.86 = +5% Estimates: $1.95 vs. $1.86 = +5% Met the street Revenue: +14% Revenue Est: +12%"
X Link 2026-02-06T00:20Z [---] followers, [---] engagements

"Stocks slid steeply on Thursday on tech selloff and weak jobs data. Costco $COST stock remains expensive as downtrend persists. Read more: https://schoolofhardstocks.com/multi-day-sell-off-continues-as-stocks-finished-sharply-lower/ https://schoolofhardstocks.com/multi-day-sell-off-continues-as-stocks-finished-sharply-lower/"
X Link 2026-02-06T00:31Z [---] followers, [--] engagements

"Costco's $COST growth was fueled by e-commerce and memberships with digital sales up 21% and profits rising 11%. However shares look expensive with a high P/E of [--] keeping investors cautious. Here is the one-year chart of $COST as of January [--] when it was at $855"
X Link 2026-02-06T00:33Z [---] followers, [---] engagements

"Ecolab $ECL reports earnings: Reported: $2.08 vs. $1.81 = +15% Estimates: $2.07 vs. $1.81 = +14% Beat the street by $0.01 Revenue: +5% Revenue Est: +5%"
X Link 2026-02-11T03:48Z [---] followers, [--] engagements

"Fiserv $FISV reports earnings: Reported: $1.99 vs. $2.51 = -21% Estimates: $2.02 vs. $2.51 = -20% Missed the street by $0.03 Revenue: +1% Revenue Est: +2%"
X Link 2026-02-11T03:50Z [---] followers, [--] engagements

"S&P Global $SPGI reports earnings: Reported: $4.30 vs. $3.77 = +14% Estimates: $4.28 vs. $3.77 = +14% Beat the street by $0.02 Revenue: +9% Revenue Est: +8%"
X Link 2026-02-11T03:52Z [---] followers, [--] engagements

"Cloudflare $NET reports earnings: Reported: $0.28 vs. $0.19 = +47% Estimates: $0.27 vs. $0.19 = +42% Beat the street by $0.01 Revenue: +34% Revenue Est: +29%"
X Link 2026-02-11T03:53Z [---] followers, [--] engagements

"Stocks were mixed on Tuesday as investors weigh retail sales AI risks. Sterling Infrastructure $STRL surges on datacenter demand. Read more: https://schoolofhardstocks.com/stocks-close-mixed-amid-concerns-over-ai-impact-on-financial-sector/ https://schoolofhardstocks.com/stocks-close-mixed-amid-concerns-over-ai-impact-on-financial-sector/"
X Link 2026-02-11T04:08Z [---] followers, [--] engagements

"Sterling Infrastructure $STRL reported a strong quarterly performance last quarter fueled by the continued strength in the data center market where revenue grew 125% year over year. Here is the one-year chart of $STRL as of January [--] when it was at $318"
X Link 2026-02-11T04:10Z [---] followers, [---] engagements

"Vertiv $VRT reports earnings: Reported: $1.36 vs. $0.99 = +37% Estimates: $1.28 vs. $0.99 = +29% Beat the street by $0.08 Revenue: +23% Revenue Est: +24%"
X Link 2026-02-12T02:33Z [---] followers, [--] engagements

"HubSpot $HUBS reports earnings: Reported: $3.09 vs. $2.32 = +33% Estimates: $2.98 vs. $2.32 = +28% Beat the street by $0.11 Revenue: +20% Revenue Est: +18%"
X Link 2026-02-12T02:37Z [---] followers, [---] engagements

"McDonald's $MCD reports earnings: Reported: $3.12 vs. $2.83 = +10% Estimates: $3.02 vs. $2.83 = +7% Beat the street by $0.10 Revenue: +10% Revenue Est: +7%"
X Link 2026-02-12T02:38Z [---] followers, [--] engagements

"Sherwin-Williams $SHW reports earnings: Reported: $2.23 vs. $2.09 = +7% Estimates: $2.16 vs. $2.09 = +3% Beat the street by $0.07 Revenue: +6% Revenue Est: +5%"
X Link 2026-01-30T04:51Z [---] followers, [--] engagements

"Stocks rose on Monday even as commodity market volatility persisted. Factset Research $FDS growth slows brought about by AI threat. Read more: https://schoolofhardstocks.com/stocks-end-higher-to-begin-february-amid-commodity-volatility/ https://schoolofhardstocks.com/stocks-end-higher-to-begin-february-amid-commodity-volatility/"
X Link 2026-02-03T05:42Z [---] followers, [---] engagements

"FactSet Research $FDS faces slowing profit growth and weak client gains as AI threatens demand for its data products. Earnings growth fell to 3% margins are pressured and client growth remains sluggish. Here is the ten-year chart of $FDS as of December [--] when it was at $291"
X Link 2026-02-03T05:44Z [---] followers, [---] engagements

"Stocks rebounded on Friday on tech chip stock gains. Cintas $CTAS stock is in a downtrend amid healthy business. Time to buy Read more: https://schoolofhardstocks.com/stocks-surge-to-close-a-volatile-week-after-heavy-selling/ https://schoolofhardstocks.com/stocks-surge-to-close-a-volatile-week-after-heavy-selling/"
X Link 2026-02-07T05:39Z [---] followers, [--] engagements

"Cintas $CTAS shares are falling as lofty expectations reset. Profit rose 11% on 19% revenue but growth is slowing amid tough comps and rising tech SAP and tariff costs. Valuation remains high. Here is the one-year chart of $CTAS as of January [--] when it was at $185"
X Link 2026-02-07T05:41Z [---] followers, [---] engagements

"Arista Networks $ANET reports earnings: Reported: $0.82 vs. $0.65 = +26% Estimates: $0.76 vs. $0.65 = +17% Beat the street by $0.06 Revenue: +29% Revenue Est: +24%"
X Link 2026-02-13T02:55Z [---] followers, [--] engagements

"Stocks fell on Thursday as AI disruption fears grow. Expansion of global digital payment footprint supports Visas $V growth. Read more: https://schoolofhardstocks.com/markets-drop-as-tech-stocks-take-a-hit-over-growing-ai-disruption-concerns/ https://schoolofhardstocks.com/markets-drop-as-tech-stocks-take-a-hit-over-growing-ai-disruption-concerns/"
X Link 2026-02-13T03:10Z [---] followers, [--] engagements

"Last quarter Visa $V reported 15% profit growth on a 15% increase in revenue due to value added services. $V has also further improved its digital payment innovations and its stablecoin settlements. Here is the ten-year chart of $V as of February [--] when the it was at $329"
X Link 2026-02-13T03:12Z [---] followers, [--] engagements

"6/ Look at $MSFT's dive since the New Year On concerns AI will eat into revenue growth. But $MSFT has some good AI too. The P/E of [--] is below where it should be. I think the P/E should be [--]. It was [--] last quarter showing how much of a value the stock is this quarter"
X Link 2026-02-15T16:45Z [---] followers, [--] engagements

"Dutch Bros $BROS reports earnings: Reported: $0.17 vs $0.07 = +143% Estimates: $0.10 vs. $0.07 = +43% Beat the street by $0.07 Revenue: +29% Revenue Est: +23%"
X Link 2026-02-13T02:57Z [---] followers, [---] engagements

"1/ $MSFT beat estimates and delivered a strong 28% profit growth on a 17% increase in revenues last quarter. Profits were expected to grow 23% so I was happy with the beat"
X Link 2026-02-15T16:36Z [---] followers, [--] engagements

"2/ $MSFT's growth was mainly driven by both Microsoft Cloud and Azure which posted 26% and 39% year-on-year growth respectively. Microsoft Cloud breached the $50 billion mark last quarter supported by strong demand for AI-powered cloud services"
X Link 2026-02-15T16:44Z [---] followers, [--] engagements

"3/ On the other hand $MSFT's Azure and related services saw robust demand as enterprises expanded usage of compute and AI workloads"
X Link 2026-02-15T16:44Z [---] followers, [--] engagements

"4/ Although $MSFT had a strong quarter the stock moderately declined amid concerns on heavy AI capital spending as well as Azures strong (+39% sales growth) but lower-than-expected performance"
X Link 2026-02-15T16:44Z [---] followers, [--] engagements

"5/ However $MSFT's management said they could have done more Azure business if they needed to but instead took some Azure chips and put them into its core business"
X Link 2026-02-15T16:44Z [---] followers, [--] engagements

"7/ $MSFT's Estimated Long-Term Growth is 16% unchanged from last qtr. This is a good growth rate for a safe stock. Notice qtrly profit growth is expected to be 17% next quarter. If $MSFT beats the street 20% growth is possible"
X Link 2026-02-15T16:45Z [---] followers, [--] engagements

"8/ Last quarters $MSFT delivered 28% profit growth and beat estimates of 23%. Revenue increased 17% year-on-year and beat estimates of 15%"
X Link 2026-02-15T16:46Z [---] followers, [--] engagements

"9/ Annual Profit Estimates all grew this quarter. $MSFT builds out capacity for AI demand but is balancing Azure revenue growth with growing needs across its own first-party apps and AI solutions. Thus capacity is seen to be constrained for at least the next three quarters"
X Link 2026-02-15T16:48Z [---] followers, [--] engagements

"3/ $MA's management said that consumer and business spending remains healthy with balanced unemployment rates and wages continuing to rise faster than inflation. $MA remains well positioned for the opportunities ahead driven by its resilient and diversified business model"
X Link 2025-11-22T17:07Z [---] followers, [--] engagements

"4/ $MA is at one of its lowest valuations in years. The P/E is [--] based on [----] EPS estimates. The last time the P/E was this low was in [----] Q4. There is plump upside for the stock in [----] and 2027"
X Link 2025-11-22T17:07Z [---] followers, [--] engagements

"6/ Quarterly Profit Growth for $MA is projected to be in the mid-teens for the next few quarters. $MA is consistent in beating the street"
X Link 2025-11-22T17:09Z [---] followers, [--] engagements

"7/ Last quarter $MA delivered 13% profit growth and beat estimates of 11%. Revenue increased 17% year-over-year versus estimates of 16%. Revenue growth was driven by healthy customer and business spending as well as the performance of its differentiated services"
X Link 2025-11-22T17:10Z [---] followers, [--] engagements

"8/ $MA's Annual Profit Estimates increased this quarter. $MA's Quarterly Profit Estimates are 12% 15% 15% and 16% growth over the next [--] quarters. Analysts think $MA's revenue will grow 17% next quarter"
X Link 2025-11-22T17:10Z [---] followers, [--] engagements

"9/ $MA currently has a [--] P/E when we look at [----] profit estimates. In the One-Year Chart section above we calculated the P/E using [----] profit estimates and got 29"
X Link 2025-11-22T17:11Z [---] followers, [--] engagements

"10/ Looking ahead to [----] if $MA earns $19.14 a share and investors give the stock a P/E of [--] the shares will go to $670 around 22% higher than the recent quote of $550. For [----] the upside is 42%"
X Link 2025-11-22T17:11Z [---] followers, [--] engagements

"11/ $MA stock has a lot of great traits including a double-digit growth rate a rising dividend a stock buyback program and a stable business that churns out growth"
X Link 2025-11-22T17:12Z [---] followers, [--] engagements

"Stocks climbed on Tuesday on rising Fed rate-cut bets. American Express $AXP saw strong demand for its new Platinum cards. Read more: https://schoolofhardstocks.com/stocks-surge-as-investors-bet-on-fed-interest-rate-cut-next-month/ https://schoolofhardstocks.com/stocks-surge-as-investors-bet-on-fed-interest-rate-cut-next-month/"
X Link 2025-11-26T02:31Z [---] followers, [--] engagements

"American Express $AXP new Platinum Cards are seeing strong demand with new accounts doubling and 500K mirror card requests. Premium perks are driving growth especially among Millennial and Gen Z users. Here is the ten-year chart of $AXP as of October [--] when it was at $361"
X Link 2025-11-26T02:33Z [---] followers, [--] engagements

"Stocks ended their strongest week since June after a five-day rally. Apple $AAPL surged as quarterly profit growth accelerated to 13%. Read more: https://schoolofhardstocks.com/u-s-stocks-rise-on-black-friday-marking-their-best-week-since-june/ https://schoolofhardstocks.com/u-s-stocks-rise-on-black-friday-marking-their-best-week-since-june/"
X Link 2025-11-29T05:08Z [---] followers, [--] engagements

"4/ And since the end of the quarter $GOOGL has launched its new AI assistant: #Gemini [---]. This new #Gemini has blown away investors as it has immediately become the best AI assistant in the world"
X Link 2025-11-30T03:22Z [---] followers, [--] engagements

"5/ $GOOGL broke out past $275 after the company reported earnings. Shares were $193 last quarter and are $319 few weeks ago. We have recently been in a tough market for tech stocks yet $GOOGL continues to climb. $GOOGL is currently the top stock in the stock market"
X Link 2025-11-30T03:23Z [---] followers, [--] engagements

"6/ $GOOGL's P/E of [--] is calculated using [----] profit estimates. We are in $GOOGL's Fiscal Q4 now. The Estimated Long-Term Growth Rate is 17% same as last quarter. Profits grew an impressive 46% last quarter"
X Link 2025-11-30T03:24Z [---] followers, [--] engagements

"7/ Last quarter $GOOGL delivered impressive 46% profit growth and whipped expectations of 10%. Revenue increased by 14% versus estimates of 13%. $GOOGL posted double-digit revenue growth across every major part of its business"
X Link 2025-11-30T03:24Z [---] followers, [--] engagements

"8/ $GOOGL is investing heavily in infrastructure for its Cloud segment. It is the only company providing a wide range of GPUs from its partner NVIDIA $NVDA plus its own purpose-built TPUs which are more efficient for AI"
X Link 2025-11-30T03:25Z [---] followers, [--] engagements

"CrowdStrike $CRWD reports earnings: Reported: $0.96 vs. $0.93 = +3% Estimates: $0.94 vs. $0.93 = +1% Beat the street by $0.02 Revenue: +22% Revenue Est: +20%"
X Link 2025-12-02T23:18Z [---] followers, [---] engagements

"Stocks rose on Tuesday as #Bitcoin rebounded above $91000. Old Dominions $ODFL profits drop amid ongoing economic softness. Read more: https://schoolofhardstocks.com/bitcoin-rebound-and-tech-rally-boost-wall-street/ https://schoolofhardstocks.com/bitcoin-rebound-and-tech-rally-boost-wall-street/"
X Link 2025-12-02T23:36Z [---] followers, [--] engagements

"Old Dominion Freight Line $ODFL reports weaker demand and lower revenue amid tariffs while focusing on cost controls and investing in tech equipment and service centers to prepare for future growth. Here is the one-year chart of $ODFL as of November [--] when it was at $130"
X Link 2025-12-02T23:38Z [---] followers, [--] engagements

"Stocks rose on Wednesday as weak jobs data fuels Fed rate-cut hopes. Waste Management $WM stock dipped after it missed estimates. Read more: https://schoolofhardstocks.com/stocks-rise-as-weaker-private-employment-boosts-fed-rate-cut-hopes/ https://schoolofhardstocks.com/stocks-rise-as-weaker-private-employment-boosts-fed-rate-cut-hopes/"
X Link 2025-12-04T01:08Z [---] followers, [--] engagements

"Waste Management $WM stock dips after earnings miss and 14% recycling revenue drop but sustainability investments and acquisitions are set to drive strong 11% quarterly profit growth ahead. Here is the one-year chart of $WM as of November [--] when it was at $200"
X Link 2025-12-04T01:10Z [---] followers, [--] engagements

"Amazon $AMZN Stock is Hot as AWS & Grocery Delivery Provide Room for Growth 🧵 https://schoolofhardstocks.com/amzn_2025_q4/ https://schoolofhardstocks.com/amzn_2025_q4/"
X Link 2025-12-07T14:58Z [---] followers, [--] engagements

"1/ Amazons $AMZN featured storyline is the acceleration of Amazon Web Services #AWS due to strong demand for AI and core infrastructure. #AWS revenue growth was 20% last quarter its largest figure in [--] quarters. #AWS revenue growth was 17% 2QtrsAgo"
X Link 2025-12-07T14:59Z [---] followers, [--] engagements

"9/ $AMZN's quarterly estimates are low. Quarterly profit Estimates are 5% 8% 10% and 1% profit growth in the next [--] quarters. Analysts think $AMZN's revenue will grow 12% next quarter"
X Link 2025-12-07T15:03Z [---] followers, [--] engagements

"10/ $AMZN is $244 this quarter with a P/E of [--] when we look at current year (2025) profit estimates. Looking to [----] our Fair Value is a P/E of [--] or $295 a share. That gives $AMZN around 21% upside. Note: 2027s upside is a solid 47% as we think $AMZN could be $360 a share"
X Link 2025-12-07T15:03Z [---] followers, [--] engagements

"11/ $AMZN had been a terrific stock to own historically. It was a dog in [----] as the company lost money that year but it has since come roaring back as management focused on profit margins. $AMZN's next frontier is grocery delivery. But for now #AWS is their shining star"
X Link 2025-12-07T15:05Z [---] followers, [---] engagements

"Stocks fell on Monday as investors brace for Fed Meeting. Amphenol $APH sees strong IT datacom growth. Read more: https://schoolofhardstocks.com/stocks-fall-as-investors-await-fed-decision-this-week/ https://schoolofhardstocks.com/stocks-fall-as-investors-await-fed-decision-this-week/"
X Link 2025-12-09T06:48Z [---] followers, [--] engagements

"Amphenol $APH posts standout [----] growth with soaring IT datacom demand. Last quarter profits grew 86% and revenue 53% keeping $APH among the markets top-performing stocks. Here is the one-year chart of $APH as of November [--] when it was at $142"
X Link 2025-12-09T06:50Z [---] followers, [--] engagements

"Stocks were mixed on Tuesday as Fed decision nears. ServiceNow $NOW promotes its AI platform for business transformation. Read more: https://schoolofhardstocks.com/stocks-hold-steady-as-federal-reserve-rate-meeting-begins/ https://schoolofhardstocks.com/stocks-hold-steady-as-federal-reserve-rate-meeting-begins/"
X Link 2025-12-10T04:17Z [---] followers, [--] engagements

"Adobe $ADBE reports earnings: Reported: $5.50 vs. $4.81 = +14% Estimates: $5.39 vs. $4.81 = +12% Beat the street by $0.11 Revenue: +11% Revenue Est: +9%"
X Link 2025-12-11T04:45Z [---] followers, [---] engagements

"Costco $COST reports earnings: Reported: $4.34 vs. $4.04 = +7% Estimates: $4.27 vs. $4.04 = +6% Beat the street by $0.07 Revenue: +8% Revenue Est: +8%"
X Link 2025-12-12T02:02Z [---] followers, [--] engagements

"1/ $MELI's profits came in soft last quarter and are expected to dip again next quarter because the company is choosing to invest heavily. Last quarter the company delivered 6% profit growth and next quarter it is expected to fall 7%"
X Link 2025-12-15T02:52Z [---] followers, [--] engagements

"2/ $MELI is intentionally pouring money into free shipping in Brazil by lowering free-shipping minimum from [--] Brazilian Real (BRL) to [--] BRL expanding logistics with more fulfillment centers and adding slower-delivery options to attract budget shoppers"
X Link 2025-12-15T02:52Z [---] followers, [---] engagements

"Stocks slid on Monday as AI and tech stocks drag markets. Blue Owl Capital $OWL merger attempt backfires raising liquidity concerns. Read more: https://schoolofhardstocks.com/stocks-fall-as-tech-and-ai-stocks-slide-ahead-of-economic-data/ https://schoolofhardstocks.com/stocks-fall-as-tech-and-ai-stocks-slide-ahead-of-economic-data/"
X Link 2025-12-15T23:25Z [---] followers, [--] engagements

"Blue Owl Capital $OWL scrapped a fund merger after backlash over a 20% hit to private investors exposing liquidity stress from redemption pressure and added risk from a Meta-linked $27B data center deal. Here is the one-year chart of $OWL as of November [--] when it was at $14"
X Link 2025-12-15T23:27Z [---] followers, [--] engagements

"Stocks were mixed on Tuesday after November jobs report. Chipotle $CMG stock continued to falter is now the right time to buy Read more: https://schoolofhardstocks.com/stocks-end-mixed-as-jobs-data-fuels-economic-fears/ https://schoolofhardstocks.com/stocks-end-mixed-as-jobs-data-fuels-economic-fears/"
X Link 2025-12-17T02:11Z [---] followers, [--] engagements

"Chipotle $CMG stock has continued to drop as growth slowed and inflation hit consumer spending. Now with a P/E of [--] is $CMG low enough to buy back Here is the one-year chart of $CMG as of November [--] when it was at $31"
X Link 2025-12-17T02:13Z [---] followers, [--] engagements

"Stocks fell on Wednesday as tech and AI shares slid. NVIDIA $NVDA remains the king of AI Datacenters with solid upside for [----]. Read more: https://schoolofhardstocks.com/stocks-slide-wednesday-as-tech-and-ai-weakness-oracle-setback-weigh-on-markets/ https://schoolofhardstocks.com/stocks-slide-wednesday-as-tech-and-ai-weakness-oracle-setback-weigh-on-markets/"
X Link 2025-12-18T01:21Z [---] followers, [--] engagements

"NVIDIA $NVDA leads AI infrastructure as profits jump 60% on 62% revenue growth driven by Blackwell GPUs. With Rubin GPUs coming and top tech clients CUDA strengthens $NVDA's AI moat. Here is the one-year chart of $NVDA as of December [--] when it was at $180"
X Link 2025-12-18T01:22Z [---] followers, [--] engagements

"Factset $FDS reports earnings: Reported: $4.51 vs. $4.37 = +3% Estimates: $4.36 vs. $4.37 = -0% Beat the street by $0.15 Revenue: +7% Revenue Est: +6%"
X Link 2025-12-18T13:23Z [---] followers, [---] engagements

"Cintas $CTAS reports earnings: Reported: $1.21 vs. $1.09 = +11% Estimates: $1.20 vs. $1.09 = +10% Beat the street by $0.01 Revenue: +9% Revenue Est: +8%"
X Link 2025-12-18T14:17Z [---] followers, [--] engagements

"NVIDIA $NVDA Remains the King of AI Datacenters With Solid Upside for [----] 🧵 https://schoolofhardstocks.com/nvda_2025_q4/ https://schoolofhardstocks.com/nvda_2025_q4/"
X Link 2025-12-21T17:12Z [---] followers, [---] engagements

"1/ $NVDA continues to be the brains of AI infrastructure. Last quarter its profits surged 60% on the back of 62% revenue growth with its new Blackwell GPU leading the charge. Blackwell was launched in late [----] and delivers 50x the performance of the previous Hopper platforms"
X Link 2025-12-21T17:12Z [---] followers, [--] engagements

"4/ $NVDA stock made a run higher during the Spring & Summer and is now basing. This stock has a P/E of [--] when we look at [----] profit estimates. Our Fair Value is a [--] P/E. We think $NVDA is very undervalued. The P/E was [--] last quarter"
X Link 2025-12-21T17:14Z [---] followers, [--] engagements

"5/ $NVDA's Estimated Long-Term Growth is 40%up from 34% 2QtrsAgo. This is analysts 3-5 year guess of annual profit growth (not stock growth). Quarterly profit growth has been rapid in the past [--] quarters. Estimates are for rapid growth to continue"
X Link 2025-12-21T17:15Z [---] followers, [--] engagements

"6/ Last quarter $NVDA reported 60% profit growth and beat estimates of 53%. Revenue grew 62% and beat analysts estimates of 56%. Gross margin was 73.6% down from 75.0% year ago"
X Link 2025-12-21T17:16Z [---] followers, [--] engagements

"Stocks rose on Monday fueled by the AI trade. Double-digit growth in ratings & indices pushes S&P Globals $SPGI profits up 22%. Read more: https://schoolofhardstocks.com/wall-street-opens-the-week-higher-as-u-s-stocks-climb-in-holiday-shortened-trading/ https://schoolofhardstocks.com/wall-street-opens-the-week-higher-as-u-s-stocks-climb-in-holiday-shortened-trading/"
X Link 2025-12-23T06:59Z [---] followers, [--] engagements

"Stocks grew on Tuesday on AI strength strong GDP. Cloudflare $NET stock breaks out to a new all-time high after earnings. Read more: https://schoolofhardstocks.com/stocks-rise-for-fourth-straight-day-as-ai-stocks-lead-and-gdp-beats-expectations/ https://schoolofhardstocks.com/stocks-rise-for-fourth-straight-day-as-ai-stocks-lead-and-gdp-beats-expectations/"
X Link 2025-12-24T04:55Z [---] followers, [--] engagements

"Cloudflare $NET hits a new all-time high above $250 after earnings. Strong revenue and profit growth rising AI demand and more $100K+ customers are driving faster growth and bullish outlook. Here is the one-year chart of $NET as of December [--] when it was at $197"
X Link 2025-12-24T04:56Z [---] followers, [--] engagements

"Stocks were little changed on a muted Friday session. Advanced Micro Devices' $AMD profits are expected to compound driven by AI. Read more: https://schoolofhardstocks.com/stocks-notch-solid-weekly-gains-ahead-of-the-final-trading-week-of-2025/ https://schoolofhardstocks.com/stocks-notch-solid-weekly-gains-ahead-of-the-final-trading-week-of-2025/"
X Link 2025-12-27T04:17Z [---] followers, [--] engagements

"Advanced Micro Devices $AMD enters a strong AI growth phase as chip demand surges. MI350 GPUs EPYC CPUs and a powerful [----] AI cycle drive cloud server and revenue expansion. Here is the one-year chart of $AMD as of December [--] when it was at $216"
X Link 2025-12-27T04:19Z [---] followers, [---] engagements

"Stocks fell on Monday as technology shares led the losses. Palo Alto Networks $PANW gets ready for more advanced cyber threats. Read more: https://schoolofhardstocks.com/u-s-stock-market-slips-on-monday-as-year-end-caution-weighs-on-indexes/ https://schoolofhardstocks.com/u-s-stock-market-slips-on-monday-as-year-end-caution-weighs-on-indexes/"
X Link 2025-12-30T02:36Z [---] followers, [--] engagements

"Palo Alto Networks $PANW a top cybersecurity company is boosting AI security with #AgentiX to fight hacker bots and preparing for quantum computing threats that could break todays encryption by [----]. Here is the one-year chart of $PANW as of December [--] when it was at $186"
X Link 2025-12-30T02:38Z [---] followers, [--] engagements

"S&P [---] rose on Friday to kick off the new year of trading. Palantir's $PLTR US commercial business surged as companies deploy AI. Read more: https://schoolofhardstocks.com/sp-500-kicks-off-new-trading-year-higher/ https://schoolofhardstocks.com/sp-500-kicks-off-new-trading-year-higher/"
X Link 2026-01-03T01:29Z [---] followers, [---] engagements

"Palantirs $PLTR US commercial revenue surged 121% YoY as companies rapidly deploy enterprise AI. Strong demand for its AI platform drove $1.3B in contracts accelerating real-world AI adoption. Here is the one-year chart of $PLTR as of December [--] [----] when it was at $183"
X Link 2026-01-03T01:32Z [---] followers, [---] engagements

"Stocks surged on Tuesday amid U.S.-Venezuela tensions. New tech stock Rubrik $RBRK delivers data management cybersecurity. Read more: https://schoolofhardstocks.com/sp-500-hit-record-highs-as-market-rallies-amid-venezuela-tensions/ https://schoolofhardstocks.com/sp-500-hit-record-highs-as-market-rallies-amid-venezuela-tensions/"
X Link 2026-01-06T21:50Z [---] followers, [---] engagements

"New tech stock Rubrik $RBRK surges as cybersecurity firm beats earnings posts profit and 48% revenue growth and advances AI data protection amid competition. Here is the one-year chart of $RBRK as of December [--] [----] when it was at $91"
X Link 2026-01-06T21:55Z [---] followers, [---] engagements

"Stocks were mixed on Thursday ahead of jobs report. TJX $TJX stock pushes higher as tight wallet consumers are pinching pennies. Read more: https://schoolofhardstocks.com/stocks-close-mixed-with-sp-500-flat-nasdaq-down/ https://schoolofhardstocks.com/stocks-close-mixed-with-sp-500-flat-nasdaq-down/"
X Link 2026-01-09T03:57Z [---] followers, [--] engagements

"Stocks rebounded on Friday to close a winning week. Consumer spending pressures slow McDonalds $MCD profit & revenue growth. Read more: https://schoolofhardstocks.com/stocks-jump-sp-500-closes-at-record-high-after-u-s-jobs-report/ https://schoolofhardstocks.com/stocks-jump-sp-500-closes-at-record-high-after-u-s-jobs-report/"
X Link 2026-01-10T05:58Z [---] followers, [--] engagements

"Macroeconomic pressure slowed McDonalds $MCD with lower-income traffic stayed down. Revenue rose 3% but profits were flat. Sales grew via promos and lower prices squeezing margins. Here is the one-year chart of $MCD as of December [--] [----] when it was at $319"
X Link 2026-01-10T06:00Z [---] followers, [--] engagements

"#Mounjaro and #Zepbound Drive Eli Lilly $LLY Stock to an All-Time High 🧵 https://schoolofhardstocks.com/lly_2025_q4/ https://schoolofhardstocks.com/lly_2025_q4/"
X Link 2026-01-12T17:29Z [---] followers, [--] engagements

"1/ $LLY stock hit an All-Time High in late November after announcing robust sales of #Mounjaro and #Zepbound. Last quarter #Zepbounds sales surged 185% and #Mounjaro sales jumped 109% year-over-year. #Mounjaro is the most prescribed incretin for type [--] diabetes in the U.S"
X Link 2026-01-12T17:29Z [---] followers, [--] engagements

"2/ $LLY posted a remarkable 495% growth in profits on a 54% increase in revenue. #Mounjaro and #Zepbound accounted for 57% of total company revenue. To support continued growth $LLY expanded its manufacturing capacity with new facilities in Virginia and Texas"
X Link 2026-01-12T17:30Z [---] followers, [--] engagements

"3/ $LLY also upgraded its Puerto Rico site. Additionally #Inluriyo got FDA approval for metastatic breast cancer while #Kisunla was approved in Europe for early symptomatic Alzheimers disease"
X Link 2026-01-12T17:30Z [---] followers, [--] engagements

"4/ After a period of decline $LLY stock staged a strong rebound last quarter climbing to an All-Time High in late November driven by robust earnings results and surging demand for its weight-loss and diabetes treatments"
X Link 2026-01-12T17:31Z [---] followers, [--] engagements

"5/ $LLY's P/E was [--] last quarter and it is [--] this quarter. However this quarter Im calculating the P/E based on [----] profit estimates in this chart because we are in the companys Fiscal Q4"
X Link 2026-01-12T17:31Z [---] followers, [--] engagements

"6/ $LLY's Estimated Long-Term Growth is at 44%. Thats fantastic Note thats a long-term profit growth estimate not a stock growth estimate. $LLY's quarterly profit growth has been humming along and good growth is expected ahead"
X Link 2026-01-12T17:32Z [---] followers, [--] engagements

"7/ Last quarter $LLY delivered 495% profit growth and whipped estimates of 433%. Revenue grew 54% and beat estimates of 27%"
X Link 2026-01-12T17:32Z [---] followers, [--] engagements

"8/ $LLY's Annual Profit Estimates increased this quarter. Quarterly Profit Estimates are 33% 126% 28% and 25% profit growth in the next [--] quarters. Analysts think $LLY's revenue will grow 31% next quarter"
X Link 2026-01-12T17:33Z [---] followers, [--] engagements

"9/ This quarter $LLY is $1076 and has a P/E of [--] when we look at [----] profit estimates. Our Fair Value is a P/E of [--] and when we plug [----] profit estimates in we get a Fair Value of $1137 or a 6% upside. For [----] the Fair Value is $1409 giving $LLY robust upside of 31%"
X Link 2026-01-12T17:34Z [---] followers, [--] engagements

"10/ $LLY should have a surge in revenue when #Mounjaro and #Zepbound arrives in pill form. However $LLY has a high valuation right now and might need need some time to get to higher levels"
X Link 2026-01-12T17:35Z [---] followers, [--] engagements

"11/ $LLY is part of our Conservative Growth Portfolio Growth Portfolio and Aggressive Growth Portfolio. Looking ahead a pill form of #Zepbound and #Orforglipron could be a game changer for the industry ushering in a slew of new patients who arent interested in injections"
X Link 2026-01-12T17:35Z [---] followers, [--] engagements

"12/ $LLY's pill form of #Zepbound and #Orforglipron are expected to launch in [----]. Read more: https://schoolofhardstocks.com/lly_2025_q4/ https://schoolofhardstocks.com/lly_2025_q4/"
X Link 2026-01-12T17:36Z [---] followers, [--] engagements

"Stocks gained on Monday amid DOJ Probe of Fed Chair. #AI workload company CoreWeave $CRWV grows rapidly via rising #AI adoption. Read more: https://schoolofhardstocks.com/stocks-rise-as-investors-shrug-off-doj-probe-of-fed-chair-jerome-powell/ https://schoolofhardstocks.com/stocks-rise-as-investors-shrug-off-doj-probe-of-fed-chair-jerome-powell/"
X Link 2026-01-13T05:57Z [---] followers, [---] engagements

"CoreWeave $CRWV is expanding as #AI adoption rises delivering AI-focused cloud infrastructure for training and inference. Major $META and #OpenAI contracts highlight its role powering #AI growth. Here is the one-year chart of $CRWV as of December [--] when it was at $68"
X Link 2026-01-13T06:01Z [---] followers, [---] engagements

"Stocks fell on Tuesday as inflation eases. #Mounjaro and #Zepbound drive Eli Lilly $LLY stock to an All-Time High. Read more: https://schoolofhardstocks.com/stocks-dip-as-investors-react-to-inflation-data/ https://schoolofhardstocks.com/stocks-dip-as-investors-react-to-inflation-data/"
X Link 2026-01-14T02:38Z [---] followers, [--] engagements

"Eli Lilly $LLY stock hit record highs as #Mounjaro and #Zepbound sales surged driving 495% profit growth. New manufacturing expansion and FDA Europe drug approvals fuel outlook. Here is the one-year chart of $LLY as of December [--] when it was at $1076"
X Link 2026-01-14T02:39Z [---] followers, [--] engagements

"Stocks fell on Wednesday on bank earnings and geopolitical tensions. Sea $SE its boosts logistics profit estimates decline. Read more: https://schoolofhardstocks.com/stocks-slide-as-bank-earnings-and-trump-fed-tensions-weigh-on-markets/ https://schoolofhardstocks.com/stocks-slide-as-bank-earnings-and-trump-fed-tensions-weigh-on-markets/"
X Link 2026-01-15T03:29Z [---] followers, [--] engagements

"Sea $SE strengthens its logistics moat via SPX Express boosting Shopee delivery speed and lowering costs across Southeast Asia. Heavy investment pressures margins now but supports long-term growth. Here is the one-year chart of $SE as of December [--] when it was at $125"
X Link 2026-01-15T03:30Z [---] followers, [---] engagements

"Tech and bank stocks led market recovery on Thursday. AI semiconductor demand is a key driver behind Broadcoms $AVGO growth. Read more: https://schoolofhardstocks.com/wall-street-rebounds-as-tech-and-bank-stocks-lead-thursday-rally/ https://schoolofhardstocks.com/wall-street-rebounds-as-tech-and-bank-stocks-lead-thursday-rally/"
X Link 2026-01-16T02:50Z [---] followers, [--] engagements

"Broadcoms $AVGO growth is driven by AI semiconductors and custom accelerators with strong profit and revenue gains a $73B AI backlog and sustained AI demand expected through [----]. Here is the one-year chart of $AVGO as of December [--] when it was at $341"
X Link 2026-01-16T02:52Z [---] followers, [--] engagements

"Intuits $INTU AI-Powered Solutions Drive Solid Growth with Profits Up 34% 🧵 https://schoolofhardstocks.com/intu_2025_q4/ https://schoolofhardstocks.com/intu_2025_q4/"
X Link 2026-01-19T05:08Z [---] followers, [--] engagements

"1/ $INTU delivered a strong quarter with 34% profit growth on an 18% increase in revenue driven by its AI-powered solutions that integrate data AI and human expertise to help customers"
X Link 2026-01-19T05:09Z [---] followers, [--] engagements

"2/ $INTU's all-in-one business platform has expanded with Intuit Intelligence which answers complex finance questions and the AI-native Intuit Accountant Suite which helps accounting firms manage clients and teams more efficiently and accelerate growth"
X Link 2026-01-19T05:09Z [---] followers, [--] engagements

"3/ In last quarters earnings call $INTU's management noted that its AI agents are gaining traction with [---] million customers using them to streamline their work"
X Link 2026-01-19T05:09Z [---] followers, [--] engagements

"4/ After reaching near multi-year highs earlier in the year $INTU stock pulled back due to weakness in software stocks.Investors fear AI will make taxes easier to process thus there wont be such a need for $INTU's software"
X Link 2026-01-19T05:10Z [---] followers, [--] engagements

"5/ $INTU has a P/E of 29down from last quarters [--]. We think $INTU is worthy of a [--] P/E. The Estimated Long-Term Growth is 14% down from 15% last quarter. Quarterly profit growth has been excellent the past two quarters"
X Link 2026-01-19T05:10Z [---] followers, [--] engagements

"6/ Last quarter $INTU delivered 34% profit growth and beat estimates of 33%. Revenue was up 18% year on year and beat analysts expectation of 17%"
X Link 2026-01-19T05:11Z [---] followers, [--] engagements

"7/ $INTU's Annual Profit Estimates rose across the board. For [----] management expects revenue growth of approximately 12% to 13%. Quarterly Profit Estimates are 11% 11% 16% and 15% growth for the next [--] quarters. For next quarter analysts estimate sales growth will be 14%"
X Link 2026-01-19T05:12Z [---] followers, [--] engagements

"8/ $INTU stock is $675 this quarter and has a reasonable P/E of [--]. My Fair Value P/E is [--] which gives us a price of target of $812 and upside of 17%. 2027Fair Valuesits at $927 a share giving the stock upside of 37%. $INTU has its Fiscal Year-end July 31"
X Link 2026-01-19T05:12Z [---] followers, [--] engagements

"9/ $INTU has a very nice ten-year chart. The stock went on a parabolic move higher in [----] as a lot of stocks did. $INTU then pulled back digested its gains and has now hit new highs once again"
X Link 2026-01-19T05:13Z [---] followers, [--] engagements

"10/ $INTU delivered a quality quarter once again. Investors are focused on AI eating away the software business though. $INTU is part of the Conservative Portfolio. Read more: https://schoolofhardstocks.com/intu_2025_q4/ https://schoolofhardstocks.com/intu_2025_q4/"
X Link 2026-01-19T05:14Z [---] followers, [--] engagements

"Stocks jumped on Thursday as Trump drops Europe tariff threats. AI cloud company Nebius $NBIS grows faster than I could imagine. Read more: https://schoolofhardstocks.com/stocks-rise-on-positive-sentiment-from-easing-greenland-tensions/ https://schoolofhardstocks.com/stocks-rise-on-positive-sentiment-from-easing-greenland-tensions/"
X Link 2026-01-23T03:40Z [---] followers, [---] engagements

"AI hosting firm Nebius $NBIS sees surging demand selling out capacity as revenue jumps from $7M to $146M in [--] quarters backed by $21B+ long-term AI cloud deals with Meta $META and Microsoft $MSFT. Here is the one-year chart of $NBIS as of January [--] when it was at $97"
X Link 2026-01-23T03:41Z [---] followers, [---] engagements

"3/ To put this into perspective $ORCL did $57B in revenue in its last fiscal year and now has a backlog around 10x that. Management made it clear that demand is not an issue but the challenge is building capacity fast enough to deliver already-signed contracts"
X Link 2026-01-26T13:36Z [---] followers, [--] engagements

"4/ Management said $ORCL will fund this expansion using a mix of traditional debt customer-supplied hardware and supplier chip-leasing arrangements where chips are rented instead or purchased which reduces upfront capital needs"
X Link 2026-01-26T13:37Z [---] followers, [--] engagements

"6/ Notice $ORCL's Estimated Long-Term Growth of 19% same with 2QtrsAgo. Thats a pretty good figure for a conservative stock like this. Quarterly profit growth was strong last quarter although expectations for the next two quarters are for only in mid-teens"
X Link 2026-01-26T13:39Z [---] followers, [--] engagements

"7/ Last quarter $ORCL reported 54% profit growth and beat analysts' estimates of 11%. Revenue increased 14% year-over-year and missed analysts' expectation of 15%. Operating margin was 42% down from 43% a year ago"
X Link 2026-01-26T13:39Z [---] followers, [--] engagements

"8/ $ORCL's Annual Profit Estimates are mixed this quarter. Quarterly Profit Estimates are 17% 16% 18% and 17% growth in the next [--] quarters.Analyst think revenue will grow 20% next quarter"
X Link 2026-01-26T13:40Z [---] followers, [--] engagements

"Is Passive Investing Hurting Factset Research #FDS $FDS http://schoolofhardstocks.com/fds_2017_q2/ http://schoolofhardstocks.com/fds_2017_q2/"
X Link 2017-08-24T20:42Z [---] followers, [--] engagements

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/creator/twitter::SchoolHardStock