# ![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::455309376.png) @Stephanie_Link Stephanie Link

Stephanie Link posts on X about $meta, meta, $msft, $amzn the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::455309376/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::455309376/c:line/m:interactions.svg)

- [--] Week [-------] -20%
- [--] Month [-------] +46%
- [--] Months [---------] -13%
- [--] Year [---------] +130%

### Mentions: [--] [#](/creator/twitter::455309376/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::455309376/c:line/m:posts_active.svg)

- [--] Week [--] +5%
- [--] Month [--] +27%
- [--] Months [---] +25%
- [--] Year [---] +10%

### Followers: [-------] [#](/creator/twitter::455309376/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::455309376/c:line/m:followers.svg)

- [--] Week [-------] +0.16%
- [--] Month [-------] +0.66%
- [--] Months [-------] +4.70%
- [--] Year [-------] +12%

### CreatorRank: [-------] [#](/creator/twitter::455309376/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::455309376/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  38.71% [finance](/list/finance)  20.16% [technology brands](/list/technology-brands)  18.55% [cryptocurrencies](/list/cryptocurrencies)  #4050 [countries](/list/countries)  6.45% [financial services](/list/financial-services)  #270 [celebrities](/list/celebrities)  3.23% [exchanges](/list/exchanges)  0.81% [musicians](/list/musicians)  0.81% [automotive brands](/list/automotive-brands)  0.81%

**Social topic influence**
[$meta](/topic/$meta) 5.65%, [meta](/topic/meta) 5.65%, [$msft](/topic/$msft) 4.84%, [$amzn](/topic/$amzn) 4.84%, [ai](/topic/ai) 4.84%, [strong](/topic/strong) 4.84%, [$spx](/topic/$spx) #64, [$bac](/topic/$bac) #2, [$rok](/topic/$rok) #2, [ibm](/topic/ibm) #139

**Top accounts mentioned or mentioned by**
[@shark_west](/creator/undefined) [@squawkcnbc](/creator/undefined) [@william_r2rclub](/creator/undefined) [@cnbc](/creator/undefined) [@cnbcclosingbell](/creator/undefined) [@divestech](/creator/undefined) [@macauleyjim](/creator/undefined) [@ushouseplan](/creator/undefined) [@arvindkrishna](/creator/undefined) [@ibm](/creator/undefined) [@gilmanhill](/creator/undefined) [@karenfinerman](/creator/undefined) [@shannonsaccocia](/creator/undefined) [@jimcramer](/creator/undefined) [@elonmusk](/creator/undefined) [@crowdstrike](/creator/undefined) [@georgekurtz](/creator/undefined) [@stephanielink](/creator/undefined) [@dangreenhaus](/creator/undefined) [@timwrig47960231](/creator/undefined)

**Top assets mentioned**
[Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPX6900 (SPX)](/topic/$spx) [Basis Cash (BAC)](/topic/$bac) [Rockwell Automation (ROK)](/topic/$rok) [IBM (IBM)](/topic/ibm) [Starbucks Corporation (SBUX)](/topic/$sbux) [Aptiv PLC (APTV)](/topic/$aptv) [ELYSIA (EL)](/topic/$el) [Netflix Inc (NFLX)](/topic/$nflx) [Zoetis Inc (ZTS)](/topic/$zts) [Vertiv Holdings Co (VRT)](/topic/$vrt) [NextEra Energy Inc (NEE)](/topic/$nee) [GE Vernova Inc. (GEV)](/topic/$gev) [Teradyne, Inc. (TER)](/topic/$ter) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Broadcom, Inc. (AVGO)](/topic/$avgo) [GammaSwap (GS)](/topic/$gs) [Fenerbahçe Token (FB)](/topic/$fb) [Apple, Inc. (AAPL)](/topic/$aapl) [Corteva Inc (CTVA)](/topic/$ctva) [UNIPOLY (UNP)](/topic/$unp) [Capital One Financial Corp. (COF)](/topic/$cof) [Quanta Services Inc (PWR)](/topic/$pwr) [Schlumberger NV (SLB)](/topic/$slb) [Convex Finance (CVX)](/topic/$cvx) [Southern Co (SO)](/topic/$so) [Elanco Animal Health Incorporated Common Stock (ELAN)](/topic/$elan) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I'm really excited to be part of this amazing event. Please join me in-person for CNBC Pro LIVE: Wealth for Women a special live event on May 28th at the Nasdaq MarketSite in NYC. Here's a special link for you to get your ticket: http://CNBC.com/ProLiveLink http://CNBC.com/ProLiveLink"  
[X Link](https://x.com/Stephanie_Link/status/2019873917952028875)  2026-02-06T20:40Z 204.2K followers, [----] engagements


"So far so good with EPS - just not where folks thought as the market continues to broaden. Happy Birthday to Phil Collins - 75th year And how better to celebrate is to honor one of his best songs In the Air tonight - [--] years later. Have a good weekend"  
[X Link](https://x.com/Stephanie_Link/status/2017371843229868076)  2026-01-30T22:58Z 204.2K followers, 11.8K engagements


"So pretty Great time at the daddy daughter dance last night with these two 😍 https://t.co/ia5z7SMBjq Great time at the daddy daughter dance last night with these two 😍 https://t.co/ia5z7SMBjq"  
[X Link](https://x.com/Stephanie_Link/status/2020239743368458278)  2026-02-07T20:54Z 204.2K followers, 21.4K engagements


"$BAC: CEO says consumers spent 5% more in January vs last yr. Sees no signs of consumer stress"  
[X Link](https://x.com/Stephanie_Link/status/2021245408748478675)  2026-02-10T15:30Z 204.2K followers, 15.8K engagements


"Another day another spin candidate: $CTVA considering separating Seeds business from Crop Protection. Seeds accounted for 56% of CTVA's $17B topline and 66% of profitability and would carry a much higher multiple vs Crop Protection"  
[X Link](https://x.com/Stephanie_Link/status/1967584859989368866)  2025-09-15T13:42Z 204.1K followers, [----] engagements


"What a week with a lot of volatility some concern mostly noise and opportunities. I added to several positions for the LT. Plenty to choose from $META $MSFT $APTV $ROK $SBUX Enjoy this feel good tune this week - always special: The Eric Clapton - You look wonderful tonight"  
[X Link](https://x.com/Stephanie_Link/status/1989460907827892642)  2025-11-14T22:30Z 204K followers, 18.9K engagements


"$AMZN is spending $7b in new power generation plant bc the US grid isnt capable of meeting demand. AI = Data Centers + Grid infrastructure + Power. Industrials utilities independent power producers are additional winners vs just big tech. https://share.google/mn2ItJhpHhEznMqc4 https://share.google/mn2ItJhpHhEznMqc4"  
[X Link](https://x.com/Stephanie_Link/status/1995174027749662749)  2025-11-30T16:52Z 204.1K followers, 26.8K engagements


"Great to start the New Year with a few market thoughts and ideas on @CNBC @SquawkCNBC $META $UNP $ROK $COF $EL $ZTS https://www.cnbc.com/video/2026/01/02/good-earnings-and-strong-margins-will-continue-this-year-says-hightowers-stephanie-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2026/01/02/good-earnings-and-strong-margins-will-continue-this-year-says-hightowers-stephanie-link.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"  
[X Link](https://x.com/Stephanie_Link/status/2007099659521531962)  2026-01-02T14:40Z 204K followers, 10.2K engagements


"While I still like $INDA I think $EWZ is a better value given the stimulus growth and exposure to minerals/mining/industrials/financials. https://www.cnbc.com/video/2026/01/13/trade-tracker-stephanie-link-sells-the-inda-and-buys-the-ewz.html&qsearchterm=stephanie%20link https://www.cnbc.com/video/2026/01/13/trade-tracker-stephanie-link-sells-the-inda-and-buys-the-ewz.html&qsearchterm=stephanie%20link"  
[X Link](https://x.com/Stephanie_Link/status/2011204533750308885)  2026-01-13T22:31Z 203.9K followers, 12.9K engagements


"This is a good reason why the AI+Data Center+Grid+Power theme has longevity. Infrastructure takes time. $VRT $PWR $NEE $CVX $SLB $GEV $SO etc https://www.bloomberg.com/news/articles/2026-01-17/trump-is-pushing-gas-to-power-ai-boom-but-building-plants-take-years https://www.bloomberg.com/news/articles/2026-01-17/trump-is-pushing-gas-to-power-ai-boom-but-building-plants-take-years"  
[X Link](https://x.com/Stephanie_Link/status/2012639263305695694)  2026-01-17T21:32Z 204K followers, 25.2K engagements


"Animals are so precious Animal health/service/retail industry $200b TAM by [----]. $ZTS $IDXX & $ELAN - at the right price https://go.moego.pet/s/d02i0kw4gdu1znu5 https://go.moego.pet/s/d02i0kw4gdu1znu5"  
[X Link](https://x.com/Stephanie_Link/status/2012909107058012412)  2026-01-18T15:25Z 204K followers, 13.6K engagements


"$GEV: Another strong Q w incredible org orders +65% after +55% in Q3 and exp 25%. The B2B now at 2.0x. TR guide of $44B and 11-13% EBITDA margins vs prior$41 - 42B in sales. The FCF guide is now $5.0 - 5.5B vs prior$4.5 - 5.0B"  
[X Link](https://x.com/Stephanie_Link/status/2016492977384796309)  2026-01-28T12:46Z 204K followers, 12.1K engagements


"$SBUX: The turn is happening with US SSS up 4% vs 2-3% whispers and flat Q/Q Intl up 5% vs 3% Q/Q and China up 7% vs 2% Q/Q. Traffic/tix both beat. OM miss but improved Q/Q to 10.1% vs 9.4% -- and still well below pre-Covid of 17% which presents the opportunity. https://www.cnbc.com/2026/01/27/stephanie-link-is-buying-shares-of-this-turnaround-story-the-comeback-could-become-clear-this-week.html&qsearchterm=stephanie%20link https://www.cnbc.com/2026/01/27/stephanie-link-is-buying-shares-of-this-turnaround-story-the-comeback-could-become-clear-this-week.html&qsearchterm=stephanie%20link"  
[X Link](https://x.com/Stephanie_Link/status/2016507634136855022)  2026-01-28T13:44Z 203.9K followers, [----] engagements


"$META: higher expenses as x @ $162B but higher revs in 4Q +24% and 1Q rev guide @ $53.5-$56.5B vs $51.2B x. Monitization happening w ad impressions +18% px/ad +6% ave Family of Apps +7%. 1x PEG attractive valuation & stock still down 15% from highs"  
[X Link](https://x.com/Stephanie_Link/status/2016696713231081831)  2026-01-29T02:15Z 203.9K followers, 17.6K engagements


"$IBM: against high expectations a strong report with dbl beat EPS/TR led by rev growth of 14% in software 21% infra 3.4% consulting. GM beat by 100bps. FCF grew 23% and beat by 10%. AI bk up 32% to $12.5B"  
[X Link](https://x.com/Stephanie_Link/status/2016699774494237149)  2026-01-29T02:27Z 204K followers, 11.3K engagements


"Busy night of EPS but I am still thrilled for the 4th season of Ted Lasso this summer https://www.forbes.com/sites/jeffconway/2026/01/28/ted-lasso-season-4-gets-a-summer-release-with-new-photos/ https://www.forbes.com/sites/jeffconway/2026/01/28/ted-lasso-season-4-gets-a-summer-release-with-new-photos/"  
[X Link](https://x.com/Stephanie_Link/status/2016709862743224579)  2026-01-29T03:07Z 203.9K followers, 10.2K engagements


"I think she says new highs on $DJIA and doesnt care so much on the new Fed Chair"  
[X Link](https://x.com/Stephanie_Link/status/2020317589881205196)  2026-02-08T02:03Z 204K followers, [----] engagements


"Correction in precious metals: keep in mind silver is up 250% in past year Gold up 90% copper up 35%. Oil actually dn 8%. Let's get spec out & focus on the fundamentals which should help copper LT & opportunities in energy w AI/manufacturing renaissance. US input costs also come down = + https://twitter.com/i/web/status/2018037589241143427 https://twitter.com/i/web/status/2018037589241143427"  
[X Link](https://x.com/Stephanie_Link/status/2018037589241143427)  2026-02-01T19:03Z 204.2K followers, 53.9K engagements


"Monthly Chase credit card data: Total spending growth for Jan accelerated vs. Dec. January total spending is up 5.0% Y/Y through January [--] above Decembers figure of 2.8%"  
[X Link](https://x.com/Stephanie_Link/status/2018258870821331344)  2026-02-02T09:43Z 204.2K followers, 16.1K engagements


"$TER: Nice beat and raise w EPS 32% ahead of X. TR rose 44% y/y and EPS ahead of cos high end guide. Strength in AI memory semi testing robotics - which is still in early innings"  
[X Link](https://x.com/Stephanie_Link/status/2018452229305315710)  2026-02-02T22:31Z 204.2K followers, 12.3K engagements


"$ROK: EPS beat and up 50% y/y TR beat and up 12% org g up 10% OM up 160bps y/y and NI up 48%. Slightly raise guide vs high expectations - still a great story LT"  
[X Link](https://x.com/Stephanie_Link/status/2019403347397406982)  2026-02-05T13:30Z 204.2K followers, [----] engagements


"$EL: Beat EPS TR Margins Org growth - supports the T/A story. EPS up 43% Org g up 4% vs -6% y/y GM up [--] bps y/y with China growth up 12% and EUKEM up 9%. Conserve guide vs high expectations. Still think the LT T/A is in early innings"  
[X Link](https://x.com/Stephanie_Link/status/2019404533768872145)  2026-02-05T13:35Z 204.2K followers, [----] engagements


"While most of us are benchmarked vs $SPX it is still great to see $DJIA surpass $50K - which shows diversification under way. Have a dance this weekend and enjoy Dancing Queen - ABBA"  
[X Link](https://x.com/Stephanie_Link/status/2019899468687212843)  2026-02-06T22:22Z 204.2K followers, 14.5K engagements


"So fun to be on this afternoon @CNBCClosingBell @CNBC with $DJIA at $50K. https://www.cnbc.com/video/2026/02/06/watch-cnbcs-full-interview-with-the-closing-bell-panel.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2026/02/06/watch-cnbcs-full-interview-with-the-closing-bell-panel.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"  
[X Link](https://x.com/Stephanie_Link/status/2019938433133617502)  2026-02-07T00:57Z 204.2K followers, 20.5K engagements


"$VRT: data center story alive and well - Orders came in at $8.4bn up 252% Y/Y and +117% Q/Q crushing expectations for roughly $4bn. Backlog stands at $15bn vs. more bullish bogeys in the $10.5-11bn range"  
[X Link](https://x.com/Stephanie_Link/status/2021556327370141764)  2026-02-11T12:06Z 204.2K followers, 32.5K engagements


"So excited for my daughter to attend the great Wake Forest"  
[X Link](https://x.com/Stephanie_Link/status/1860823667665494276)  2024-11-24T23:11Z 204.2K followers, 26.7K engagements


"The NFL has such a great opportunity to bring amazing artists from around the world to deliver the amazing talents at Halftime. And just didnt deliver this year"  
[X Link](https://x.com/Stephanie_Link/status/1888765432892404105)  2025-02-10T01:42Z 204.1K followers, 104.5K engagements


"Another reminder from one of the all time greats. Timeless"  
[X Link](https://x.com/Stephanie_Link/status/1908662658603110716)  2025-04-05T23:26Z 204.1K followers, 413.8K engagements


"India to Focus on Trade Deal Avoids Retaliation on US Tariffs $INDA https://www.bloomberg.com/news/articles/2025-04-06/india-to-focus-on-trade-deal-avoids-retaliation-on-us-tariffs https://www.bloomberg.com/news/articles/2025-04-06/india-to-focus-on-trade-deal-avoids-retaliation-on-us-tariffs"  
[X Link](https://x.com/Stephanie_Link/status/1908849443748687915)  2025-04-06T11:49Z 204.2K followers, 52.3K engagements


"One of the important pieces of bank earnings so far is that loan loss provisions have been much less than expected. Consumer ok and banks under super control"  
[X Link](https://x.com/Stephanie_Link/status/1911963895641629130)  2025-04-15T02:04Z 204.2K followers, 29.8K engagements


"Lets go Knicks Love you Dad"  
[X Link](https://x.com/Stephanie_Link/status/1917368347412619544)  2025-04-30T00:00Z 204.2K followers, 28K engagements


"2Q GDP +3% PCE 2.1% core PCE 2.5% with 1.4% personal consumption. Pretty Goldilocks"  
[X Link](https://x.com/Stephanie_Link/status/1950537151424143505)  2025-07-30T12:41Z 204.2K followers, 23.9K engagements


"Beyond the "panic" from the macro last week - what was important to learn was that US cos AI capex spend is alive and well: collectively $GOOG $MSFT $AMZN $META will spend $400B in [----] - close to what the entire EU will spend on defense at $410B. #electrification"  
[X Link](https://x.com/Stephanie_Link/status/1951998699187441825)  2025-08-03T13:28Z 204.2K followers, 84K engagements


"Pretty good week despite all the negative folks. Encouraged by the PMIs - esp manufacturing TOL/HD earnings - and even TGT as less bad. Did some buying. 4Q will be great [--] mkts. C you on @SquawkCNBC Monday morning. Big week for the Links: Kool & The Gang - Celebration"  
[X Link](https://x.com/Stephanie_Link/status/1959000625238192264)  2025-08-22T21:12Z 204.2K followers, 1.2M engagements


"$APTV - the next spin on my radar. https://www.barrons.com/articles/buy-aptiv-stock-price-pick-80875571st=ZPzBFM https://www.barrons.com/articles/buy-aptiv-stock-price-pick-80875571st=ZPzBFM"  
[X Link](https://x.com/Stephanie_Link/status/1964295478578712859)  2025-09-06T11:51Z 204.2K followers, 11.3K engagements


"Totally agree with my friend @DivesTech in putting $META on the best ideas list. Stock down 19% in [--] weeks now trading at 19X EPS - cheapest of the Mag [--] with 25% TR g 40% OM w/AI monetization - 14% Impression growth Px/add +10% +5% time spent and +30% time spent video"  
[X Link](https://x.com/Stephanie_Link/status/1988982647633375653)  2025-11-13T14:49Z 204.2K followers, 65.3K engagements


"Have a lovely weekend Merry Christmas and the rest of the holiday season. Thank you for the support and conversations. Much to be thankful for. See you next year. Happy one to all Brandi Carlile - Hallelujah"  
[X Link](https://x.com/Stephanie_Link/status/2002136886102667506)  2025-12-19T22:00Z 204.2K followers, 19.3K engagements


"$IBM: second go-round on the EPS transcript: Congratulations to @ArvindKrishna and the @IBM team on excellent results. Highlights: Software +14% consulting revs up 2Qs in a row IBMz TR up 61% - best 4q in [--] yrs transax process inflected back to + GenAI book $12.5B highest FCF margin in history. https://twitter.com/i/web/status/2017058254820409644 https://twitter.com/i/web/status/2017058254820409644"  
[X Link](https://x.com/Stephanie_Link/status/2017058254820409644)  2026-01-30T02:12Z 204.2K followers, [----] engagements


"Interesting this year's $XLP leaders are non-traditional staples with the top [--] being commodity-relevant players - in order: $BG $ADM $CHD $CL $SYY $STZ $PM $CLX $TSN $EL. In a way - more offensive staples vs defensive ones"  
[X Link](https://x.com/Stephanie_Link/status/2018021701578018848)  2026-02-01T18:00Z 204.2K followers, 13.7K engagements


"Such a great Q for $AMZN w NA+ [--] Intl +17 AWS +24 and Adv +23. But: year ahead capex up 86% - WOW"  
[X Link](https://x.com/Stephanie_Link/status/2019556382874431775)  2026-02-05T23:38Z 204.2K followers, 47.2K engagements


"$GOOGL: mind boggling - FY26 capex guide $175B - $185B or 100% growth in [----] vs $91B y/y. Investments are expected to ramp over the year to further monetize. + $AVGO which is down 25% post excellent Q in Dec"  
[X Link](https://x.com/Stephanie_Link/status/2019216520283644277)  2026-02-05T01:08Z 204.2K followers, 40K engagements


"Pro-growth fiscal and monetary policies likely to continue in Japan https://www.bloomberg.com/news/live-blog/2026-02-08/japan-general-electionai=eyJpc1N1YnNjcmliZWQiOnRydWUsImFydGljbGVSZWFkIjpmYWxzZSwiYXJ0aWNsZUNvdW50IjowLCJ3YWxsSGVpZ2h0IjoxfQ== https://www.bloomberg.com/news/live-blog/2026-02-08/japan-general-electionai=eyJpc1N1YnNjcmliZWQiOnRydWUsImFydGljbGVSZWFkIjpmYWxzZSwiYXJ0aWNsZUNvdW50IjowLCJ3YWxsSGVpZ2h0IjoxfQ=="  
[X Link](https://x.com/Stephanie_Link/status/2020513714865152333)  2026-02-08T15:03Z 204.2K followers, [----] engagements


"Worth a read as AI will drive more automation robotics w quantum compute accelerating on this theme. $ROK $APTV $TER $IBM https://www.barrons.com/articles/robot-stocks-tesla-nvidia-gm-ford-ai-humanoid-6629c2c3st=rc76uy https://www.barrons.com/articles/robot-stocks-tesla-nvidia-gm-ford-ai-humanoid-6629c2c3st=rc76uy"  
[X Link](https://x.com/Stephanie_Link/status/2020610420071948664)  2026-02-08T21:27Z 204.2K followers, 12.5K engagements


"$GS: CEO says M&A to be meaningfully above [--] yr average - CEOs prioritizing scale and competitive positioning"  
[X Link](https://x.com/Stephanie_Link/status/2021246823650718076)  2026-02-10T15:36Z 204.2K followers, [----] engagements


"Continuation of solid economic data this week w NFP 3.7% AHE 4.3% UE + stable weekly initial claims + solid inflation progress w CPI Core PCE 4Q ECI. $BAC $WFC $GS supportive of consumer and corporate health. Showing up in GDP +4.3%. Broadening continuing $SPW up 5% ytd vs $SPX flat. Enjoy: Santana - Hold On https://twitter.com/i/web/status/2022425091016196322 https://twitter.com/i/web/status/2022425091016196322"  
[X Link](https://x.com/Stephanie_Link/status/2022425091016196322)  2026-02-13T21:38Z 204.2K followers, [----] engagements


"Great conversation today on @CNBCClosingBell this afternoon. A lot of discussion and debate around AI and the opportunities and disruptions https://www.cnbc.com/video/2026/02/13/watch-cnbcs-full-interview-with-the-closing-bell-panel.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2026/02/13/watch-cnbcs-full-interview-with-the-closing-bell-panel.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"  
[X Link](https://x.com/Stephanie_Link/status/2022461956041371770)  2026-02-14T00:04Z 204.2K followers, [----] engagements


"If $IBM can beat on cloud (RHAT up 17%) just imagine what the big [--] will do - $AMZN $MSFT $GOOG"  
[X Link](https://x.com/anyuser/status/1285329428650831876)  2020-07-20T21:43Z 204.1K followers, [---] engagements


"I still believe Warren Buffett is the one to watch. In the past quarter he has bought $D pipeline bought $BAC for [--] consecutive days and added to his own companys stock by $4.1 billion. This is someone to pay attention to respect and remain humble. Much smarter than most"  
[X Link](https://x.com/anyuser/status/1293004552292229120)  2020-08-11T02:01Z 204.1K followers, [---] engagements


"Great quote that Bill Gates relays from Warren Buffett: You will move in the direction of the people that you associate with.its important to associate with people that are better than yourself.They will form you as you go through life. https://www.gatesnotes.com/About-Bill-Gates/Happy-90th-WarrenWT.mc_id=20200830080000_Happy-90th-Warren_BG-TW_&WT.tsrc=BGTW https://www.gatesnotes.com/About-Bill-Gates/Happy-90th-WarrenWT.mc_id=20200830080000_Happy-90th-Warren_BG-TW_&WT.tsrc=BGTW"  
[X Link](https://x.com/anyuser/status/1300121071933444099)  2020-08-30T17:19Z 204.1K followers, [---] engagements


"100% of $SPX Industry Groups are trading above their 200-Day MA"  
[X Link](https://x.com/Stephanie_Link/status/1334878195989028864)  2020-12-04T15:12Z 204.2K followers, [--] engagements


"Sold $PYPL for an 80% gain. Yes - sellers remorse but lets keep it all into perspective. #stayhumble"  
[X Link](https://x.com/anyuser/status/1360034775453564929)  2021-02-12T01:15Z 204.1K followers, [---] engagements


"If the $1.9T new Biden stimulus bill passes (seems likely close to that number) that will add $450B to bank accounts by spring-time. For comparison $130B just hit in January from the December package. #consumer #savings"  
[X Link](https://x.com/anyuser/status/1363177278721712128)  2021-02-20T17:22Z 204.1K followers, [---] engagements


"Senate passed Biden's $1.9T rescue plan - approval 1-2 wks. The number w/b v close to $1.9T. Congress has now $3T in stimulus to spend for [----] vs $2T in [----]. Liquidity is very much driving equity markets which is why we continue to see "buy the dip". #riskassets #cyclicals"  
[X Link](https://x.com/anyuser/status/1368674831466717185)  2021-03-07T21:28Z 204.1K followers, [---] engagements


"12.4% of $SPX have reported earnings so far with 83% topping expectations. So far eps beat estimates by 20% - with financials beating by 24.9% vs 12.3% for the rest of the market. Doesn't quite jive with financials stock action"  
[X Link](https://x.com/Stephanie_Link/status/1417489281493393421)  2021-07-20T14:19Z 204.2K followers, [--] engagements


"This is not a normal bond market - 1.14% [--] yr yesterday and now 1.28% today"  
[X Link](https://x.com/anyuser/status/1417864539933224964)  2021-07-21T15:10Z 204.1K followers, [---] engagements


"And so it begins: $BAC raises dividend 17%. Yield now 2.2%. Way more compelling than the [--] yr"  
[X Link](https://x.com/anyuser/status/1417945580450496514)  2021-07-21T20:32Z 204.1K followers, [---] engagements


"I would truly like to know how spending more on stimulus in a tight labor and supply economy leads to less inflation especially with disappointing productivity. Not opposed to learning"  
[X Link](https://x.com/anyuser/status/1457019719744212995)  2021-11-06T16:19Z 204.1K followers, [---] engagements


"Thank you all for a wonderful year of good conversation and ideas. Please stay safe and enjoy time with family and friends. I wish you the very best for the new year. One of my favorite holiday tunes: Mannheim Steamroller with this classic: Carol of the Bells. See you in 2022"  
[X Link](https://x.com/anyuser/status/1474151822759804930)  2021-12-23T22:55Z 204.1K followers, [---] engagements


"$FB: not an easy Q to digest w many surprises even as 1-2yr growth on many metrics solid - esp advertising Ave rev/person FCF. But Reels/etc investments vs competition & neg mix w/b overhang. Conserve guide cheap stock keeps me involved. Marathon not a sprint - investor"  
[X Link](https://x.com/anyuser/status/1489037908019269632)  2022-02-03T00:47Z 204.1K followers, [---] engagements


"Probably dating myself but Eminem is classic"  
[X Link](https://x.com/anyuser/status/1493041936936095744)  2022-02-14T01:58Z 204.1K followers, [---] engagements


"FYI: 80% of Russias natural gas sales go to Europe and 36% of Russias total budget come from oil and natural gas sales"  
[X Link](https://x.com/anyuser/status/1495877858778042372)  2022-02-21T21:47Z 204.1K followers, [----] engagements


"Sometimes it's just not that hard: $SNOW at 6965x P/E and 65x P/S - stock down 30% AH vs $HPE 8x P/E .8x P/S with a yield at 2.8% and moving higher - + 7%"  
[X Link](https://x.com/anyuser/status/1499166588330721285)  2022-03-02T23:35Z 204.1K followers, [---] engagements


"Tough afternoon for $NFLX. Let's see what those [--] sell side analysts that have a buy on it do tmrw"  
[X Link](https://x.com/Stephanie_Link/status/1516517075287695366)  2022-04-19T20:40Z 204.1K followers, [---] engagements


"$FB: expectations quite low into print down 48% YTD but I keep coming back to DAU/MAUs that continue to run at 2-3B. This makes the 10m advertisers they have and the ROI most compelling. Plus FCF double expectations - incredible"  
[X Link](https://x.com/anyuser/status/1519424228256325633)  2022-04-27T21:12Z 204.1K followers, [---] engagements


"$AAPL: strong Q with a beat in EPS Revs GM with ATH record revs in Services and MQ records in iPhones Macs Wearables. Dividend up 5% and a new BB at $90B - $20B more than I expected"  
[X Link](https://x.com/anyuser/status/1519781178823356417)  2022-04-28T20:50Z 204.1K followers, [---] engagements


"Buy low and sell high is always hard to do - which is why I highlight strong fundamentals and companies that are best in breed strong market share FCF+++ and good capital allocation stories. Get these in days like today"  
[X Link](https://x.com/anyuser/status/1522406290928152576)  2022-05-06T02:41Z 204.1K followers, [---] engagements


"$SNAP down 52% YTD before this announcement. Now another 25% Why Price/Sales valuations are impossible metrics"  
[X Link](https://x.com/anyuser/status/1528855139372654592)  2022-05-23T21:47Z 204.1K followers, [---] engagements


"$NVDA beats but lowers guide. 29x is not cheap"  
[X Link](https://x.com/Stephanie_Link/status/1529560727874416640)  2022-05-25T20:31Z 204.1K followers, [----] engagements


"The U.S. share of the semiconductor industry was nearly 40% in [----] yet is now just 12%"  
[X Link](https://x.com/Stephanie_Link/status/1536050237432807426)  2022-06-12T18:18Z 204.1K followers, [---] engagements


"The velocity of this move has been staggering: [--] Year fixed mortgage rates at 6.28% versus 5.50% last week"  
[X Link](https://x.com/anyuser/status/1536788456373997569)  2022-06-14T19:11Z 204.1K followers, [----] engagements


"$NFLX: they "only" lost 970K subs and the stock is higher. Op margins missed by [---] initial guide and new guide is for [---] bps lower from 2Q. Not metrics I get excited about"  
[X Link](https://x.com/anyuser/status/1549490693109944322)  2022-07-19T20:25Z 204.1K followers, [----] engagements


"Super Women These are the smartest investors I know. @GilmanHill @karenfinerman @ShannonSaccocia"  
[X Link](https://x.com/anyuser/status/1549890438168969216)  2022-07-20T22:54Z 204.1K followers, [----] engagements


"Can honestly say i have never heard a Fed Chair say "there will be pain to households and businesses" as they fight inflation"  
[X Link](https://x.com/anyuser/status/1563175023048699906)  2022-08-26T14:42Z 204.1K followers, [----] engagements


"Ive been quite fortunate in my life to have a lot of help in my work and life journey. I just want to share a special thank you to my nanny house manager special lady and friend for [--] years in helping me and my family. There are no words other then thank you and love you"  
[X Link](https://x.com/anyuser/status/1566924688126787585)  2022-09-05T23:02Z 204.1K followers, [---] engagements


"Strategic Petroleum Reserve release today at 8.4mb - largest release ever and is now at the lowest level since Oct 1984"  
[X Link](https://x.com/anyuser/status/1569365403914194949)  2022-09-12T16:40Z 204.1K followers, [----] engagements


"$AAPL: According to $MS - App Store net rev declined -5% Y/Y in the month of Sept the worst decline in the history of the data - China weakness & Japan/US growth slowed. Sept Q Services looks to be -8% vs 11% consensus"  
[X Link](https://x.com/anyuser/status/1576842927372111872)  2022-10-03T07:53Z 204.1K followers, [---] engagements


"The USA has the very best technology companies in the world. And yet we cant figure out real time voting. Please tell me this isnt by design and in [--] yrs this country will figure it out"  
[X Link](https://x.com/anyuser/status/1590139256856776704)  2022-11-09T00:28Z 204.1K followers, [----] engagements


"Markets are quite challenging this year and remaining humble is key. That said it does no help to have market pundits talk extremes on either side. Stay balanced diversified and don't look for the long ball. Fundamentals matter in the long run. Buy low and sell high"  
[X Link](https://x.com/anyuser/status/1590828700723195904)  2022-11-10T22:08Z 204.1K followers, [---] engagements


"Why do we continue to discuss crypto Broken and Irrelevant. Until there is regulation"  
[X Link](https://x.com/anyuser/status/1596927108076687360)  2022-11-27T18:01Z 204.1K followers, [----] engagements


"Sign of the times: BlackRock closes ESG fund due to lack of interest amid poor performance - Citywire https://citywire.com/za/news/blackrock-closes-esg-fund-due-to-lack-of-interest-amid-poor-performance/a2382697 https://citywire.com/za/news/blackrock-closes-esg-fund-due-to-lack-of-interest-amid-poor-performance/a2382697"  
[X Link](https://x.com/anyuser/status/1597070888310083591)  2022-11-28T03:32Z 204.1K followers, [----] engagements


"Pretty sure I dont need to hear any more about $TSLA $TWTR or $FTX. So many other more important stories and stocks to discuss"  
[X Link](https://x.com/anyuser/status/1604308332554207234)  2022-12-18T02:51Z 204.1K followers, 159.9K engagements


"Messi Federer Nadal Brady Tiger Phelps S Williams Pele Jordan Bryant Bolt Graf Biles Orr Gretzky Ali. Just a few of the all timers - I know Im missing a ton. We are and have been lucky to witness. #amazing #respect"  
[X Link](https://x.com/anyuser/status/1604681590860353537)  2022-12-19T03:34Z 204.1K followers, 56.2K engagements


"Our government on both sides have forgotten to govern. What a shame for all of us"  
[X Link](https://x.com/anyuser/status/1611163606334283776)  2023-01-06T00:51Z 204.1K followers, 169.5K engagements


"Interesting stat on Trevor Lawrence: hes never lost a game on a Saturday - high school college or professional"  
[X Link](https://x.com/anyuser/status/1614649504279543809)  2023-01-15T15:43Z 204.1K followers, 68.9K engagements


"$MSFT: Pretty sure I am not buying something that sells at 24x forward EPS with GAAP OI down 8% NI down 12% and EPS down 11%. Non GAAP just as bad. No touch for now"  
[X Link](https://x.com/anyuser/status/1618014818174373889)  2023-01-24T22:36Z 204.1K followers, 334.8K engagements


"There are [--] names in the Russell [----] with short interest 20% of the float. On average those names are up 30% YTD"  
[X Link](https://x.com/Stephanie_Link/status/1619816198069448704)  2023-01-29T21:54Z 204.1K followers, 252.1K engagements


"From $JPM: There is an old adage dont fight the Fed but mkt behavior is not just fighting but also taunting the Fed with crypto meme stocks and unprofitable companies responding best to Fed communications. Retail activity (volumes) near record high w 20% vols"  
[X Link](https://x.com/anyuser/status/1625942539298607116)  2023-02-15T19:38Z 204.1K followers, 104K engagements


"$AHT.L: seeing tailwinds from strong construction starts & the Dodge momentum index - construction put-in-place are at/near record levels and +13% y/y. Non-resi cycle has de-linked from residential driven by reshoring and government spending acts $URI"  
[X Link](https://x.com/Stephanie_Link/status/1633084864554467329)  2023-03-07T12:39Z 204.2K followers, [----] engagements


"Interesting many cheered the CPI number today as it fell to 5% vs 6% y/y this month vs last. Yet half of the slowdown was driven by the DD drop in energy prices. Last checked - crude is now at highest levels since last November"  
[X Link](https://x.com/anyuser/status/1646307117094060032)  2023-04-13T00:19Z 204.1K followers, 75.8K engagements


"Some how this isnt getting enough attention in my opinion in the equity markets and inflation reports: WTI Crude is up 24.09% since June 12th"  
[X Link](https://x.com/anyuser/status/1690390261136871424)  2023-08-12T15:50Z 204.1K followers, 139.5K engagements


"Sad afternoon on the passing of Charlie Munger - Warren Buffetts #2. Full life at [--] years young who taught us a ton over the years"  
[X Link](https://x.com/anyuser/status/1729609481363870127)  2023-11-28T21:13Z 204.1K followers, 24.1K engagements


"Important to remember: Ozempic is not approved by the Food and Drug Administration (FDA) for weight loss. Go for a walk a run a meditation a conversation"  
[X Link](https://x.com/anyuser/status/1772777466676855294)  2024-03-27T00:07Z 204.1K followers, 38.9K engagements


"Price increases gone too far: $SBUX misses on revs eps sss with US down 3% and global down 4%. Transactions most telling down 6%"  
[X Link](https://x.com/anyuser/status/1785417985538093276)  2024-04-30T21:16Z 204.1K followers, 64.5K engagements


"Interesting fact: [--] S&P [---] names hit a new high yesterday"  
[X Link](https://x.com/Stephanie_Link/status/1861429551793942880)  2024-11-26T15:19Z 204.1K followers, 10.1K engagements


"Happy Thanksgiving to all Thanks for the conversations this year Bing Crosby playing in the house - Ive got plenty to be thankful for"  
[X Link](https://x.com/anyuser/status/1862107657219272716)  2024-11-28T12:13Z 204.1K followers, 16.7K engagements


"Hope all of you have a nice weekend. Be reminded that Markets go up and down but the LT average is up 7.7% -- not 20%+ and some stocks up 100%+ over the last [--] years. Do homework. Buy low/sell high. Hope you have a nice moment with music. Cody Jinks - Aint a train"  
[X Link](https://x.com/anyuser/status/1893092285362979130)  2025-02-22T00:15Z 204.1K followers, 23.6K engagements


"I dont send out many personal. But I cannot be more super proud. Please be kind in the fall - as I will be an empty nester"  
[X Link](https://x.com/Stephanie_Link/status/1902783483803783217)  2025-03-20T18:05Z 204.2K followers, 71.8K engagements


"$SPX ended Q -4.6% w worst performance in [--] yrs w tech down double that. Im buying - we are not in a recession the consumer is in better shape vs prior slowdowns w solid jobs wages and savings. Not all is perfect but corporate EPS will be better than the long term average of 5%. Buy best in breed: I added to $META - new $NEE $TGT $DHI - more to go over the next few days"  
[X Link](https://x.com/anyuser/status/1906860917519704402)  2025-04-01T00:07Z 204.1K followers, 61.2K engagements


"No doubt a tough week - we will get through it. Opportunities for long term investors - esp with Fear and Greed Index at [--]. Added small today. Quality + upgrading to best in class on sale. Music is always a nice escape. Enjoy the weekend. John Splithoff - Far from here"  
[X Link](https://x.com/anyuser/status/1908307871818797487)  2025-04-04T23:57Z 204.1K followers, 46.1K engagements


"Sentiment is everything. I think Ive blocked more angry folks than Ive ever have done in the past few days. And Im just trying to help. Thanks all. Buy"  
[X Link](https://x.com/anyuser/status/1908702854203703670)  2025-04-06T02:06Z 204.1K followers, 215.9K engagements


"$AVGO announces a new $10B buy back program. The power and optionality of FCF"  
[X Link](https://x.com/anyuser/status/1909344510112678363)  2025-04-07T20:36Z 204.1K followers, 48.6K engagements


"Can honestly say in my [--] yr career Ive never been up 9.5% in a single day. Buy low and sell high"  
[X Link](https://x.com/anyuser/status/1910136490509664701)  2025-04-10T01:03Z 204.1K followers, 137.7K engagements


"None of the bears will tell you this but from 4/8 lows: SPX +8.3% QQQ +10.4% DJIA + 5.1%. I will always continue to find ideas & upgrade. On a lighter note - enjoy Foster the People - Coming of Age"  
[X Link](https://x.com/Stephanie_Link/status/1915866640652083289)  2025-04-25T20:32Z 204.1K followers, 22.8K engagements


"Congratulations @jimcramer on [--] years What an amazing accomplishment. We have all learned so much from you. https://search.app/Q4yTTpdBsYFqtUbBA https://search.app/Q4yTTpdBsYFqtUbBA"  
[X Link](https://x.com/Stephanie_Link/status/1917417115063103955)  2025-04-30T03:13Z 204.1K followers, 61.8K engagements


"My graduate. So proud. XO"  
[X Link](https://x.com/Stephanie_Link/status/1918430102968574266)  2025-05-02T22:19Z 204.2K followers, 51.5K engagements


"What a run. Thank you Mr. Buffett. https://www.bloomberg.com/news/live-blog/2025-05-03/buffett-speaks-at-berkshire-annual-meetingutm_medium=deeplink https://www.bloomberg.com/news/live-blog/2025-05-03/buffett-speaks-at-berkshire-annual-meetingutm_medium=deeplink"  
[X Link](https://x.com/anyuser/status/1918730612539568613)  2025-05-03T18:13Z 204.1K followers, 32K engagements


"If you don't read @DivesTech - you should. He's been so right on the TAM of AI/Cyber/Cloud. Congrats to you friend for seeing things with a calm and clear eye. $AMZN $META $MSFT etc"  
[X Link](https://x.com/Stephanie_Link/status/1919052242742595915)  2025-05-04T15:31Z 204.2K followers, 45.9K engagements


"I went from 9% cash in February to 2% today. Cant wait for uncertainty to clear. Trust in long term strong company fundamentals. Ignore noise"  
[X Link](https://x.com/Stephanie_Link/status/1921647047196680577)  2025-05-11T19:22Z 204.1K followers, 24.8K engagements


"$UNH reminds me of April [----] with $BA when "all was lost". Will take time but best in class usually wins over the long run especially with a leadership change"  
[X Link](https://x.com/anyuser/status/1923184057854140773)  2025-05-16T01:09Z 204.1K followers, 102.7K engagements


"Some days are just beautiful"  
[X Link](https://x.com/anyuser/status/1926773197275345083)  2025-05-25T22:51Z 204.1K followers, 33.2K engagements


"Hey @X do you think you can stop with the bots for those of us that actually post quality information @elonmusk"  
[X Link](https://x.com/anyuser/status/1926774784555159715)  2025-05-25T22:58Z 204.1K followers, 47.8K engagements


"Have a nice weekend to my friends on Twitter and not to the bots. Enjoy John Splithoff - Far From Here"  
[X Link](https://x.com/anyuser/status/1928564569179340965)  2025-05-30T21:29Z 204.1K followers, 21K engagements


"This is not what tennis is about. Sorry"  
[X Link](https://x.com/Stephanie_Link/status/1930035261855150571)  2025-06-03T22:53Z 204.2K followers, 73.8K engagements


"Cybersecurity is the number one theme to have exposure to in the markets. Buy dips. $CRWD $PANW $ZS $FTNT $CHKP etc 'Hacktivist' groups linked to Iran have been very active says @CrowdStrike CEO @George_Kurtz https://t.co/KeLYtkafcN 'Hacktivist' groups linked to Iran have been very active says @CrowdStrike CEO @George_Kurtz https://t.co/KeLYtkafcN"  
[X Link](https://x.com/Stephanie_Link/status/1937621480155517323)  2025-06-24T21:18Z 204.2K followers, 50.2K engagements


"Time flies. Happy times"  
[X Link](https://x.com/Stephanie_Link/status/1939469250978038034)  2025-06-29T23:41Z 204.2K followers, 18.8K engagements


"Happy Fourth of July all Thanks for the follows and conversations The fabulous Tom Petty - American Girl"  
[X Link](https://x.com/Stephanie_Link/status/1941239704445386850)  2025-07-04T20:56Z 204.1K followers, 15.8K engagements


"Love London even in the rain"  
[X Link](https://x.com/Stephanie_Link/status/1954339492820889805)  2025-08-10T00:30Z 204.2K followers, 30.4K engagements


"Pretty nice life. Be kind"  
[X Link](https://x.com/Stephanie_Link/status/1971723159230455972)  2025-09-26T23:46Z 204.1K followers, 57.9K engagements


"Life is good. Be kind"  
[X Link](https://x.com/Stephanie_Link/status/1974259669901455781)  2025-10-03T23:45Z 204.1K followers, 32.8K engagements


"I am bullish into the end of the year. Thanks @SquawkCNBC for having me on Have a great week. I honestly am doing more buying says @Stephanie_Link of markets. I think earnings are going to be really good. https://t.co/HSLaSz2L5f I honestly am doing more buying says @Stephanie_Link of markets. I think earnings are going to be really good. https://t.co/HSLaSz2L5f"  
[X Link](https://x.com/Stephanie_Link/status/1975174767700574527)  2025-10-06T12:22Z 204.2K followers, 112.6K engagements


"Had the pleasure to meet one of the all time greats this week at our Hightower Investment Forum in Louisville. Great speaker but even nicer human being"  
[X Link](https://x.com/Stephanie_Link/status/1976004807606571517)  2025-10-08T19:20Z 204.2K followers, 26.6K engagements


"He changes his commentary on the fly. Recall last conference he he hinted (strongly) that they were on track to do [--] more this year. I think we just ignore and focus on fundamentals - like GDP at 3.9% and EPS growth at 15%. Served me well over the years. *POWELL: RATE CUT IN DECEMBER IS 'FAR FROM' FOREGONE CONCLUSION He adds: "Policy is not on a preset course" *POWELL: RATE CUT IN DECEMBER IS 'FAR FROM' FOREGONE CONCLUSION He adds: "Policy is not on a preset course""  
[X Link](https://x.com/Stephanie_Link/status/1983634980560629860)  2025-10-29T20:40Z 204.2K followers, 53.5K engagements


"Thank you for the 200K followers here. Appreciate the feedback conversations and debates. Youre the best"  
[X Link](https://x.com/Stephanie_Link/status/1985738770021585206)  2025-11-04T15:59Z 204.1K followers, 26.5K engagements


"$AMZN (+27% YTD) has accounted for almost 30% of the $SPXs gain YTD. $AMZN + $NFLX (+46%) + $MSFT (+7%) together have contributed close to 50% of the index gains. And the Tech sector overall has driven more than 75% of the $SPXs YTD gains"  
[X Link](https://x.com/anyuser/status/966644176426291205)  2018-02-22T12:01Z 204.1K followers, [---] engagements

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