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# ![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::923687530045759488.png) @TheTranscript_ The Transcript

Major tech companies like Amazon, Microsoft, Alphabet, and Meta are investing heavily in AI infrastructure, with significant capital expenditures to support their growth. Several companies, including Uber, DoorDash, and Shopify, reported strong quarterly results, driven by growth in their core businesses and increasing adoption of AI technologies. CEOs across various industries, from tech to retail, are sharing insights on the impact of AI, changing consumer behavior, and the competitive landscape in their respective markets.

### Engagements: XXXXXX [#](/creator/twitter::923687530045759488/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923687530045759488/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +8.60%

### Mentions: XX [#](/creator/twitter::923687530045759488/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923687530045759488/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::923687530045759488/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923687530045759488/c:line/m:followers.svg)

- X Week XXXXXX +0.11%
- X Month XXXXXX +0.76%
- X Months XXXXXX +9.40%
- X Year XXXXXX +29%

### CreatorRank: XXXXXXX [#](/creator/twitter::923687530045759488/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923687530045759488/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3126 [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX% [agencies](/list/agencies)  XXXX%

**Social topic influence**
[ceo](/topic/ceo) #915, [strong](/topic/strong) 8.84%, [ai](/topic/ai) #6083, [business](/topic/business) #2074, [$cdns](/topic/$cdns) 4.08%, [$veev](/topic/$veev) #15, [$dltr](/topic/$dltr) 2.72%, [$dg](/topic/$dg) #26, [$nflx](/topic/$nflx) #22, [cfo](/topic/cfo) #24

**Top accounts mentioned or mentioned by**
[@omillionaires](/creator/undefined) [@marketprophit](/creator/undefined) [@ttechnomarcel](/creator/undefined) [@lisasu](/creator/undefined) [@benioff](/creator/undefined) [@salesforce](/creator/undefined) [@hbocom](/creator/undefined) [@c95524cj](/creator/undefined) [@bat_tery](/creator/undefined) [@aynirealtor](/creator/undefined) [@ball_hartwig](/creator/undefined) [@77augustwest72](/creator/undefined) [@analysisop](/creator/undefined) [@mhctrades](/creator/undefined) [@krappsholidy](/creator/undefined) [@ericsoda](/creator/undefined) [@dailychartbook](/creator/undefined) [@rwresearch](/creator/undefined) [@petar_analyst](/creator/undefined) [@neilksethi](/creator/undefined)

**Top assets mentioned**
[Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Decentral Games (DG)](/topic/$dg) [Netflix Inc (NFLX)](/topic/$nflx) [OwlDAO (OWL)](/topic/$owl) [Ross Stores, Inc. (ROST)](/topic/$rost) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Copart, Inc. (CPRT)](/topic/$cprt) [Walmart, Inc. (WMT)](/topic/$wmt) [Blue Owl Capital, Inc. (OWL)](/topic/owl-blue-owl-capital) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intel Corporation (INTC)](/topic/$intc) [Elbit Systems Ltd (ESLT)](/topic/$eslt) [CAE INC (CAE)](/topic/$cae) [Academy Sports and Outdoors, Inc. (ASO)](/topic/$aso) [Signet Jewelers Limited (SIG)](/topic/$sig) [Zscaler Inc (ZS)](/topic/$zs) [HealthEquity, Inc (HQY)](/topic/$hqy) [Campbell Soup Company (CPB)](/topic/$cpb) [Sprinklr, Inc. (CXM)](/topic/$cxm) [REV Group, Inc. (REVG)](/topic/$revg) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Asana, Inc. Class A Common Stock (ASAN)](/topic/$asan) [ChargePoint Holdings, Inc. (CHPT)](/topic/$chpt) [American Eagle Outfitters (AEO)](/topic/$aeo) [Cream (CRM)](/topic/$crm) [Sleepless AI (AI)](/topic/$ai) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Braze, Inc. Class A Common Stock (BRZE)](/topic/$brze) [UiPath, Inc. (PATH)](/topic/$path) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Descartes Systems Group Inc (DSGX)](/topic/$dsgx) [Ciena Corporation (CIEN)](/topic/$cien) [Calcium (CAL)](/topic/$cal) [Helium IOT (IOT)](/topic/$iot) [Tongtongcoin (TTC)](/topic/$ttc) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC)](/topic/$saic) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Phore (PHR)](/topic/$phr) [Docusign Inc (DOCU)](/topic/$docu) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Warner Music Group, Co. (WMG)](/topic/$wmg) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Kinder Morgan Inc (KMI)](/topic/$kmi) [AES, Corp. (AES)](/topic/$aes) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Marriott International Inc (MAR)](/topic/$mar) [Norwegian Cruise Line Holdings, Ltd. (NCLH)](/topic/$nclh) [SpaceN (SN)](/topic/$sn)
### Top Social Posts
Top posts by engagements in the last XX hours

"$KMI CEO: Kinder Morgan sees massive demand uplift from LNG & AI-driven power generation growth "The first is the continued rapid growth in LNG feedgas demand The second driver is the increasing demand for electricity primarily to serve AI data centers AI needs for uninterrupted power 24/7. That leaves natural gas which is abundant and reasonably priced.""  
[X Link](https://x.com/TheTranscript_/status/1985421739992760526)  2025-11-03T19:00Z 93.5K followers, 8960 engagements


"Dollar Tree double miss + light guidance CEO: "We finished 2024 on a high note." $DLTR: +3% PM"  
[X Link](https://x.com/TheTranscript_/status/1904854707962548591)  2025-03-26T11:15Z 93.5K followers, 16.8K engagements


"AES CEO: "We currently have an XXXX GW backlog of signed Power Purchase Agreements including X GW with hyperscaler customers and the large majority of which will come online within the next three years" $AES: -XXX% AH"  
[X Link](https://x.com/TheTranscript_/status/1985840879798460582)  2025-11-04T22:45Z 93.4K followers, 5391 engagements


"$DG CEO: High-income customers are increasingly shopping at Dollar General Were pleased to see growth once again in our total customer count with disproportionate growth coming from higher income households.""  
[X Link](https://x.com/TheTranscript_/status/1997380540346106278)  2025-12-06T19:00Z 93.4K followers, 7689 engagements


"$NFLX $WBD Netflix will acquire Warner Bros. for an enterprise value of $82.7B and equity value of $72.0B paying WBD shareholders $XXXXX per share in cash and stock. Deal closes after WBD spins off Discovery Global in Q3 XX separating its global networks from streaming and studios. Netflix will take over Warner Bros. studios HBO and HBO Max adding franchises like DC Harry Potter Game of Thrones and Friends to its platform. Netflix guides for $X to $3B in annual cost savings by year three and says the deal will be accretive to GAAP earnings per share by year two"  
[X Link](https://x.com/TheTranscript_/status/1996918320524611824)  2025-12-05T12:23Z 93.4K followers, 21.6K engagements


"$QCOM CEO: Qualcomm to unveil new smartphone architecture in 2026 focused on on-device context and AI agent experiences"  
[X Link](https://x.com/TheTranscript_/status/1997456087180881942)  2025-12-07T00:00Z 93.5K followers, 9322 engagements


"Marriott CFO: AI bookings could offer cost advantages over OTAs You could see a variety of scenarios where you could be doing those bookings which I would expect could potentially be cheaper than the OTAs. But again this is still in formation and for a number of players not just for Google"  
[X Link](https://x.com/TheTranscript_/status/1998452626258899347)  2025-12-09T18:00Z 93.4K followers, 10.5K engagements


"$WS Worthington Steel Exec a few months ago: "There's a 2-year backlog on transformers which use the electrical steel cores we make and the need for power is expected to grow at more than X% per year over the next XX years""  
[X Link](https://x.com/TheTranscript_/status/1976723463730504186)  2025-10-10T18:56Z 93.5K followers, 10.7K engagements


"Norwegian Cruise Lines double miss CEO: "We delivered another record-breaking quarter with strong performance across all brands." $NCLH: -X% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1985688248136454607)  2025-11-04T12:39Z 93.5K followers, 4589 engagements


"SharkNinja CEO: "SharkNinja delivered another quarter of exceptional performance with XXXX% net sales growth." $SN: +11% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1986414892815958246)  2025-11-06T12:46Z 93.4K followers, 5604 engagements


"Couldnt resist turning our Thanksgiving dinner into a mini earnings call complete with AI talk and hyperscaler capex updates:"  
[X Link](https://x.com/TheTranscript_/status/1994271802386743740)  2025-11-28T05:07Z 93.5K followers, 14.2K engagements


"$INTC VP: " There's clearly the uptick in traditional servers that's being driven by agentic AI and inference. I would say our advanced packaging is being driven by AI. Quite frankly our wafer business is being helped by the AI trend as well. But specific to the accelerator market and the GPU side you know we clearly have work that we need to do. I think Lip-Bu has defined a strategy that suggests the part of the market where we think we can make a difference and solve a customer problem is really on GPUs that are optimized for power for inference""  
[X Link](https://x.com/TheTranscript_/status/1998467734955504042)  2025-12-09T19:00Z 93.4K followers, 6460 engagements


"$VEEV Veeva Systems CEO: "Our 2025 goal that we set a little more than X years ago has been to be a $X billion revenue run rate company this year. So we're on track to do that. And our 2030 goal that we announced at our Investor Day in November is to be a $X billion revenue run rate company in 2030""  
[X Link](https://x.com/TheTranscript_/status/1882941477560701153)  2025-01-25T00:00Z 93.5K followers, 9695 engagements


"Veeva Systems CEO: "I consider this our best first quarter ever." $VEEV: +11% AH"  
[X Link](https://x.com/TheTranscript_/status/1927819809686777904)  2025-05-28T20:10Z 93.5K followers, 6963 engagements


"Today's earnings: Before Open: $EAT $ARCO $ESLT $INVZ $CAE $MRX $SSYS $LVO $GLBE $HBM $MSGE After Close: $CSCO $EQX $ASM $COHR $DLO $SURG $ALVO $ARAY $CINT $CDXS"  
[X Link](https://x.com/TheTranscript_/status/1955593970526138463)  2025-08-13T11:35Z 93.5K followers, 9250 engagements


"Earnings next week: $NIO $ASO $SIG $ZS $HQY $DLTR $M $CPB $JILL $CXM $REVG $CRM $AI $CRDO $AEO $HPE $GTLB $PD $ASAN $MEI $CHPT $DSGX $FLWS $SCVL $CARN $CIEN $CAL $TTC $DLTH $CRMT $DAVA $VBNK $SAIC $AVGO $LULU $IOT $BRZE $PATH $PHR $DOCU $SWBI $AOUT $CPRT $GWRE $NX"  
[X Link](https://x.com/TheTranscript_/status/1961519246342795705)  2025-08-29T20:00Z 93.4K followers, 46.3K engagements


"Earnings this week: $NIO $ASO $SIG $ZS $HQY $DLTR $M $CPB $JILL $CXM $REVG $CRM $AI $CRDO $AEO $HPE $GTLB $PD $ASAN $MEI $CHPT $DSGX $FLWS $SCVL $CARN $CIEN $CAL $TTC $DLTH $CRMT $DAVA $VBNK $SAIC $AVGO $LULU $IOT $BRZE $PATH $PHR $DOCU $SWBI $AOUT $CPRT $GWRE $NX"  
[X Link](https://x.com/TheTranscript_/status/1962817811073642905)  2025-09-02T10:00Z 93.4K followers, 8986 engagements


"$VEEV Veeva Systems New CFO jokes about his freshman year at Veeva: I am coming up on the end of my freshman year here. So a couple of bumbles and awkward movements along the way. I got stuffed in a couple of lockers but we made it through. It's been a great ride so far""  
[X Link](https://x.com/TheTranscript_/status/1968332874194817375)  2025-09-17T15:15Z 93.5K followers, 9979 engagements


"Confluent CEO: "Confluent delivered a strong quarter with XX% Y/Y growth in Confluent Cloud revenue and XX% Y/Y growth acceleration in remaining performance obligations reflecting strong consumption growth." $CFLT: +9% AH"  
[X Link](https://x.com/TheTranscript_/status/1982917213595041814)  2025-10-27T21:07Z 93.4K followers, 6356 engagements


"Cadence CEO: "With a record backlog and ongoing broad-based strength of our business we are raising our full year revenue outlook to XX% growth year-over-year" $CDNS: -X% AH"  
[X Link](https://x.com/TheTranscript_/status/1982917423033659741)  2025-10-27T21:08Z 93.4K followers, 7058 engagements


"Royal Caribbean Group CEO: "We continue to see strong momentum across our business powered by accelerated demand growing loyalty & guest satisfaction that is at all-time highs.Looking ahead.our strong booked position gives us confidence for 2026 and beyond" $RCL: -X% PM"  
[X Link](https://x.com/TheTranscript_/status/1983131265206296677)  2025-10-28T11:18Z 93.4K followers, 5232 engagements


"Digital Realty CFO: "During the quarter we delivered about XX megawatts of new capacity XX% of which was pre-leased. While we started about XX megawatts of net new data center projects leaving XXX megawatts under construction." $DLR"  
[X Link](https://x.com/TheTranscript_/status/1987218572628951296)  2025-11-08T18:00Z 93.4K followers, 9066 engagements


"$SAP CEO: "In Q3 cloud revenue rose 27%. Cloud revenue has consistently grown more than XX% for X quarters in a row and it was coming with a very solid cloud gross margin of about XX% in Q3""  
[X Link](https://x.com/TheTranscript_/status/1987233719191806339)  2025-11-08T19:00Z 93.5K followers, 9867 engagements


"In our newsletter this week: 💹 $CG: As we look across markets today this remains a somewhat complex but quite resilient environment 💰 $APO: The demand for capital has never been stronger and it is not a U.S. phenomenon it is a worldwide phenomenon 🏭 $TSLA: But even when we extrapolate the best-case scenario for chip production from our suppliers its still not enough. So I think we may have to do a Tesla fab 🏎 $RACE: In the past few months almost all range model in production were substantially sold out. Indeed the order book extends well into 2027 💵 $CFG: Its a K-shaped economy without"  
[X Link](https://x.com/TheTranscript_/status/1987918587294581157)  2025-11-10T16:21Z 93.5K followers, 10.6K engagements


"Tuesday's earnings: Before Open: $NBIS $SE $DAVA $HSAI $BWAY $CRNT $CWCO $CVGI $KALV After Close: $OKLO $AII $CAE $PAL $EPM $PXLW $SMWB $FTHM $DOX $QUIK"  
[X Link](https://x.com/TheTranscript_/status/1988002984446525668)  2025-11-10T21:57Z 93.5K followers, 6799 engagements


"GLOBALFOUNDRIES double beat CEO: "GF delivered a strong third quarter with revenue gross margin operating margin and EPSat the high end of the guidance ranges" $GF: +4% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1988579275772154153)  2025-11-12T12:07Z 93.5K followers, 8482 engagements


"$ADYEY Adyen CFO: "We're confident in that. And that's why we've also shared our expectation that in any given year over the next few we expect growth around 20%.""  
[X Link](https://x.com/TheTranscript_/status/1988641709946012076)  2025-11-12T16:15Z 93.5K followers, 17.9K engagements


"$ADYEY Adyen CFO: "Back in 2015 we processed EUR XX billion in payments volume.over the last decade we've scaled it to over EUR XXX trillion in payments volume. That's a XX% CAGR over the last decade. We've shown a proven ability to scale our platform and with our customers over these years. And that EUR XXX trillion is the basis for our future growth into the next decade as well.""  
[X Link](https://x.com/TheTranscript_/status/1988668148028183029)  2025-11-12T18:00Z 93.5K followers, 7855 engagements


"Intercontinental Exchange CEO: "Today within our reference data business alone we are processing roughly 40000 documents on average per month using AI. achieving over XX% accuracy in extracting reference data from fixed income prospectus." $ICE"  
[X Link](https://x.com/TheTranscript_/status/1988683234000138291)  2025-11-12T19:00Z 93.4K followers, 8120 engagements


"Applied Materials CEO: "As AI adoption drives substantial investment in advanced semiconductors and wafer fab equipment Applied Materials delivered its sixth consecutive year of growth in FY 25" $AMAT: -XXX% AH"  
[X Link](https://x.com/TheTranscript_/status/1989079276071895382)  2025-11-13T21:13Z 93.4K followers, 28.5K engagements


"Nu Holdings CEO: "In Q325 we continued our strong trajectory of growth expanding our customer base to 127M with over 4M net additions.This solid growth & deeper engagement drove record revenues to over $4B and delivered $783M in net income." $NU: +3.3% AH"  
[X Link](https://x.com/TheTranscript_/status/1989080930854793685)  2025-11-13T21:20Z 93.4K followers, 7252 engagements


"$CSGP CoStar Group CEO: "Zillow is under siege facing an unprecedented wave of lawsuits. I'm not sure that the market grasps the sheer magnitude of the risk bearing down on Zillow from all sides. These lawsuits are not isolated instances. They collectively target the heart of Zillow's operations exposing alleged antitrust violations widespread copyright theft and blatant consumer deception. With private plaintiffs and government regulators now alert to Zillow's misconduct I predict even more aggressive legal and regulatory action in the months ahead""  
[X Link](https://x.com/TheTranscript_/status/1989408040395952507)  2025-11-14T19:00Z 93.4K followers, 10.3K engagements


"$AA CEO: Alcoa will not invest based solely on tariff incentives We will continue to evaluate it but we won't make an investment decision simply on a tariff. Tariffs can and do change over time. So we won't be plowing $100M into the ground at this point based on a tariff cost""  
[X Link](https://x.com/TheTranscript_/status/1990162977849552976)  2025-11-16T21:00Z 93.5K followers, 10.1K engagements


"$L CFO: Loews continues aggressive buybacks Since the end of 2023 we have repurchased about XXX million shares of our common stock at a cost of approximately $XXX million. Loews ended 2024's third quarter with $XXX billion in cash and short-term investments"  
[X Link](https://x.com/TheTranscript_/status/1990570678345740560)  2025-11-18T00:00Z 93.4K followers, 8223 engagements


"Tuesday's earnings Before Open: $HD $BIDU $FUTU $PDD $AS $KLAR $JHX $BRBR $ESLT $IQ $MDT After Close: $POWL $KULR $CCIF $DLB $SBLK $SQM $LZB"  
[X Link](https://x.com/TheTranscript_/status/1990737251840454808)  2025-11-18T11:02Z 93.4K followers, 4893 engagements


"$OWL Blue Owl Co-CEO last month:"  
[X Link](https://x.com/TheTranscript_/status/1990737919762428209)  2025-11-18T11:04Z 93.4K followers, 20.9K engagements


"$LSEG London Stock Exchange Group CEO: "So XX% of our revenue is from data that is non-replicable by an LLM.So in case anyone is missing the point no LLM can gather this data from public sources X moats LSEG proprietary or exclusive data enriched by LSEG IP and curated by LSEG applying the LSEG standards""  
[X Link](https://x.com/TheTranscript_/status/1990933057923396032)  2025-11-19T00:00Z 93.5K followers, 51.7K engagements


"$KKR CEO: KKR raised $43B in Q3 its second-best quarter ever. We raised $43B of capital for the second highest fundraising quarter in our history organic new capital raised across our credit platform comprised roughly 60%"  
[X Link](https://x.com/TheTranscript_/status/1991219953903759368)  2025-11-19T19:00Z 93.4K followers, 9238 engagements


"Walmart leads Thursday's earnings: Before Open: $WMT $ZIM $BBWI $ALLT $NTES $J $ROAD $WMG $DSX $NNOX After Close: $BULL $VEEV $CPRT $ESTC $INTU $ROST $TEN"  
[X Link](https://x.com/TheTranscript_/status/1991290767709528209)  2025-11-19T23:41Z 93.5K followers, 5588 engagements


"Ross Stores CEO: "The strength in top-line coupled with our continued focus on expense control resulted in an operating margin of XXXX% that was much stronger than expected." $ROST: +3% AH"  
[X Link](https://x.com/TheTranscript_/status/1991642687091745011)  2025-11-20T22:59Z 93.4K followers, 4953 engagements


"$OWL: Blue Owl Capital execs this week: "We had a couple of bankruptcies. That doesn't exactly make it endemic." "It happens in every industry we've ever been in. If anyone tells you they're doing lending they'll never have a loan problem you're in the wrong place right"  
[X Link](https://x.com/TheTranscript_/status/1992607353779458490)  2025-11-23T14:53Z 93.4K followers, 50.7K engagements


"$OWL Blue Owl Capital Execs on concerns in private credit: ".this narrative that everybody in direct lending is sort of like unwittingly participating in this massive growth of an asset class that we're all like just rowing .not looking at risks. it's a little bit silly.""  
[X Link](https://x.com/TheTranscript_/status/1992608681406738541)  2025-11-23T14:58Z 93.5K followers, 60K engagements


"Analog Devices CEO: "ADI's strong fourth quarter capped a robust year of both cyclical and idiosyncratic growth" $ADI: -X% today"  
[X Link](https://x.com/TheTranscript_/status/1993326716182237447)  2025-11-25T14:31Z 93.4K followers, 4175 engagements


"Abercrombie & Fitch CEO: "We achieved three years of consecutive quarterly sales growth delivering record third quarter net sales with X% growth to last year." $ANF: +20% today"  
[X Link](https://x.com/TheTranscript_/status/1993327100833509749)  2025-11-25T14:33Z 93.4K followers, 7218 engagements


"$MCO Moody's CFO: Partnership with $MSCI aims to bring transparency to private credit risk. What's really interesting I think is that we're introducing the language of credit ratings and credit risk to these investors to help them have a third-party rigorous independent understanding of what the credit risk is in the funds they're invested in and to allow them to have a dialogue then with the GPs who are -- today how do they understand the credit risk It's informed by the GP right They've -- they're telling the investors what the level of credit risk is""  
[X Link](https://x.com/TheTranscript_/status/1993379206877901070)  2025-11-25T18:00Z 93.4K followers, 8363 engagements


"$ROST Ross Stores CEO jokes about monitoring the new Brooklyn store via CCTV and being amused by the foot traffic: "Yes the Brooklyn store has been just great addition to the portfolio. I'm glad it's the place to be seen. We've seen a lot of interesting people come in recently and we're constantly kind of spying on it with our CCTV. So we kind of know everybody that goes in and out.everybody competitors everybody. So that store has been a really nice arrow in the quiver.""  
[X Link](https://x.com/TheTranscript_/status/1993394304996589573)  2025-11-25T19:00Z 93.4K followers, 7023 engagements


"$WU CEO: U.S. remittance volumes are down but average amounts sent per transaction are rising "We're seeing in the North American market both the effects of the changes to immigration policy and our customer feeling the financial uncertainty and stress of the current economy. And so as you saw in the third quarter the North American results continue to be pressured by that transactions down. But surprisingly principal per transaction up right And so that means people are sending less frequently but slightly more amounts like up X% or somethin""  
[X Link](https://x.com/TheTranscript_/status/1993688729022808386)  2025-11-26T14:30Z 93.4K followers, 7297 engagements


"Deere CEO: "Looking ahead we believe 2026 will mark the bottom of the large ag cycle." $DE: -XXX% today"  
[X Link](https://x.com/TheTranscript_/status/1993711436670087475)  2025-11-26T16:00Z 93.4K followers, 8096 engagements


"$CDNS CFO: Cadence aims for XX% incremental margins We normally aim for XX% incremental margin if you look at XX and XX together youre probably getting incremental margin of about 53%. were normally prudent with the guide"  
[X Link](https://x.com/TheTranscript_/status/1993715129519870078)  2025-11-26T16:15Z 93.4K followers, 6744 engagements


"$CDNS CFO: Cadence is expanding production but revenue is constrained by supply throughput "so we're constantly increasing the amount of hardware we produce. The revenue in each year and each quarter is probably throttled by the volume that we can supply we're still building a backlog of orders. We've tried to aim for somewhere between X and XX weeks of lead time.""  
[X Link](https://x.com/TheTranscript_/status/1993801961662202290)  2025-11-26T22:00Z 93.4K followers, 7612 engagements


"$CDNS CFO: "We're farmers not hunters. So we're always thinking of the long term.CEO Anirudh is always focused on whats the problem were trying to solve and lets do it together. it tends to be a multiyear approach.""  
[X Link](https://x.com/TheTranscript_/status/1994077550411427863)  2025-11-27T16:15Z 93.4K followers, 7748 engagements


"$ROST Ross Stores' self-checkout expanding delivering lower shrink and higher customer satisfaction. Its in XX stores today. we're seeing lower shrink high customer adoption. and sales impacts. We'll be rolling it out to further stores next year"  
[X Link](https://x.com/TheTranscript_/status/1994103965408256311)  2025-11-27T18:00Z 93.4K followers, 7840 engagements


"Earnings next week include Salesforce Dollar General and Dollar Tree:"  
[X Link](https://x.com/TheTranscript_/status/1994511647403380936)  2025-11-28T21:00Z 93.4K followers, 12.5K engagements


"$OWL Blue Owl Capital Co-CEO feels like criticism is often driven by competitors or clicks not fundamentals "then there's a group of people that are just -- it's a self-interested side of attacks. And that can be those who compete with us. That can be -- look negative stories get a lot more clicks than hey you know how great Ares is that's just how it is.""  
[X Link](https://x.com/TheTranscript_/status/1995164680151789812)  2025-11-30T16:15Z 93.4K followers, 10.2K engagements


"Kantar Exec: AI has compressed ad testing cycles from X weeks to XX seconds with XX% predictive accuracy "When I started my career at Procter & Gamble XX years ago it took six weeks to test an advert. When I joined Kantar four and a half years ago it took us two days; we could test an advert anywhere in the world. Today we can do it with AI. We can do it in XX seconds. Last month we tested 2500 Coca-Cola ads in two days. And they were previous ads and we predicted how successful they'd be in the market and we were XX% correct.""  
[X Link](https://x.com/TheTranscript_/status/1995281732581630063)  2025-12-01T00:00Z 93.4K followers, 10.9K engagements


"Happy new month Earnings this week include Salesforce Dollar General and Dollar Tree:"  
[X Link](https://x.com/TheTranscript_/status/1995462980880969959)  2025-12-01T12:00Z 93.4K followers, 29.5K engagements


"$CDNS CFO: Cadence expects to end the year with record backlog "I mean we have tremendous momentum right now with strength across all lines of business and multiyear contracts that we ended Q3 with record backlog. We back tested the last XX years. I think there's only X year where Q4 bookings didn't exceed Q4 revenue and we've had such a strong start to Q4. ""  
[X Link](https://x.com/TheTranscript_/status/1995568605132722433)  2025-12-01T19:00Z 93.4K followers, 7635 engagements


"$MSM MSC Industrial Direct CEO highlights cultural continuity and long-termism from family heritage So I mean it's a pretty unique culture. If you think about over XX years only X CEOs and X of the X of us are from the same family.Just in terms of number one a very long institutional memory a strong sense of culture and values and the ability to think long term which I think is paying off for us in some of the pivots that we made I think it would have been tough for me to do without the benefit of that the family influence""  
[X Link](https://x.com/TheTranscript_/status/1995930996466930173)  2025-12-02T19:00Z 93.5K followers, 6658 engagements


"$CDNS CFO last month: Non-AI semis are recovering The last couple of years have been lean years for many of those non-AI semis. But they seem to be gradually doing more and more were seeing bigger engagements and I think theyve probably found their base now"  
[X Link](https://x.com/TheTranscript_/status/1996006483759353997)  2025-12-03T00:00Z 93.4K followers, 6679 engagements


"CrowdStrike CEO : "Q3 was one of our best quarters in company history: we achieved record Q3 net new ARR of $265M accelerating to +73% YoY & ending ARR of $4.92B which accelerated to +23% YoY" $CRWD: Unchanged AH"  
[X Link](https://x.com/TheTranscript_/status/1996064892604895377)  2025-12-03T03:52Z 93.4K followers, 4856 engagements


"CrowdStrike CEO : "Q3 was one of our best quarters in company history: we achieved record Q3 net new ARR of $265M accelerating to +73% YoY & ending ARR of $4.92B which accelerated to +23% YoY" $CRWD: Unchanged AH"  
[X Link](https://x.com/TheTranscript_/status/1996064892991017221)  2025-12-03T03:52Z 93.4K followers, 6000 engagements


"Dollar Tree double beat CEO: "Our multi-price strategy drove strong momentum across our business in the third quarter." $DLTR: +2.3% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1996203615934103896)  2025-12-03T13:03Z 93.4K followers, 3529 engagements


"$CFLT Confluent CEO: Startups win in the whitespace big companies can't prioritize "Whenever we would interview somebody they would be like well this is fine the social networking thing But if Google does it you guys will just die The reality was they tried and it totally didn't work""  
[X Link](https://x.com/TheTranscript_/status/1996368886615376075)  2025-12-04T00:00Z 93.4K followers, 6911 engagements


"Dollar General CEO: ".another quarter of strong financial results.highlighted by EPS growth of XX% strong operating margin performance & balanced sales growth including market share gains across both consumable & non-consumable categories" $DG: +9% today"  
[X Link](https://x.com/TheTranscript_/status/1996597288311906448)  2025-12-04T15:07Z 93.4K followers, 4647 engagements


"$TGT Target CFO: "Shrink improvements will account for approximately XX to XX basis points of gross margin rate favorability for the full year. This would bring it fully back down to pre-pandemic levels marking a dramatic turnaround over the last two years.""  
[X Link](https://x.com/TheTranscript_/status/1996640697043259754)  2025-12-04T18:00Z 93.4K followers, 7546 engagements


"$DG Dollar General CEO: "Within the basket an increase in average unit retail price per item was offset by fewer items on average. This traffic and basket composition is consistent with what we have historically observed when our core customer feels more pressured on their spending as they come in more often but have smaller basket sizes.""  
[X Link](https://x.com/TheTranscript_/status/1996697153625055697)  2025-12-04T21:44Z 93.4K followers, 5268 engagements


"$MU Micro CFO last month: "Our debt has gone down from what was approaching $XX billion has gone down below $XX billion at this point We expect to be net cash here in the near term.""  
[X Link](https://x.com/TheTranscript_/status/1996731271696077016)  2025-12-05T00:00Z 93.4K followers, 6963 engagements


"$WMT Chief Growth Officer: Walmarts OpenAI partnership ensures early learning in agentic commerce We want to be where our customers are If the customer is finding real value here and starts to use these tools at scale you have a decision to make We see a lot of advantages to leaning in.""  
[X Link](https://x.com/TheTranscript_/status/1997003077195649535)  2025-12-05T18:00Z 93.4K followers, 7493 engagements


"$INTC VP: Intel to de-emphasize low-end PC market due to wafer constraints. We're going to de-emphasize the low end of the PC market. we're really going to focus on trying to optimize for revenue and profit share in the PC market"  
[X Link](https://x.com/TheTranscript_/status/1997018178883584505)  2025-12-05T19:00Z 93.4K followers, 7494 engagements


"Shrink is improving across retailers: $ULTA CFO: "In Q3 there was a modest improvement and in Q4 we expect another modest improvement in shrink" $DG CEO: "Our ongoing efforts to reduce shrink once again contributed to strong operating margin expansion in Q3 as we delivered a XX basis point improvement in shrink versus prior year. Notably shrink continues to improve at a much higher and faster rate compared to the expectations" $TGT CEO: "Shrink improvements will account for approximately XX to XX basis points of gross margin rate favorability for the full year." $FIVE CEO: "We also saw a"  
[X Link](https://x.com/TheTranscript_/status/1997093657149935921)  2025-12-06T00:00Z 93.4K followers, 10.7K engagements


"$COST Director of Finance: "Net sales for the month of November came in at $23.64B an increase of XXX% from $21.87B last year. Reported comparable sales for the month were as follows: U.S. 6.0%; Canada 6.9%; Other International 11.4%; total company 6.9%; digitally enabled 16.6%. Comparable sales for the month excluding the impacts from changes in gasoline prices and foreign exchange were as follows: U.S. 5.8%; Canada 8.3%; Other International 8.0%; total company 6.4%; digitally enabled 16.3%.""  
[X Link](https://x.com/TheTranscript_/status/1997708332686049473)  2025-12-07T16:42Z 93.5K followers, 6149 engagements


"Who makes the data center $BAC"  
[X Link](https://x.com/TheTranscript_/status/1969537078187999337)  2025-09-20T23:00Z 93.5K followers, 998.6K engagements


"Fiserve missed earnings cut FY guidance & launched a strategic overhaul with new CFO new Co-Presidents & a board refresh (3 new board members). CEO: "Our current performance is not where we want it to be nor where our stakeholders expect it to be." $FI: -XX% today"  
[X Link](https://x.com/TheTranscript_/status/1983531290201927902)  2025-10-29T13:48Z 93.5K followers, 56.4K engagements


"$KKR CEO: "And candidly when we read some of these headlines it's clear many of us have PTSD from the financial crisis and are looking for what will trigger the next one. Like where is the next boogeyman. But from our standpoint this market and economy really don't provide a simple narrative like that. ""  
[X Link](https://x.com/TheTranscript_/status/1990208280212488201)  2025-11-17T00:00Z 93.5K followers, 143.4K engagements


"$ETN Eaton CEO: "As we continued to deliver robust growth in data center market our orders accelerated XX% and our sales were up XX% versus Q3 2024. This strong demand picture gives us confidence in our ability to deliver sustained growth and add value to shareholders""  
[X Link](https://x.com/TheTranscript_/status/1991657832811491551)  2025-11-21T00:00Z 93.4K followers, 8588 engagements


"Ulta Beauty CEO: ".Our third quarter results exceeded our expectations.strong sales results market share gains and growth across all categories and channels with notable strength in ecommerce" $ULTA: +5% AH"  
[X Link](https://x.com/TheTranscript_/status/1996695017113436259)  2025-12-04T21:36Z 93.5K followers, 12.3K engagements


"$WMT Exec: Agentic queries create new paths to consideration and conversion. The nature of the query string is really important like Help me find a 50-inch television under $XXX that can be delivered tomorrowthats very different than 50-inch Vizio TV if were not participating with the agent we may never come into the consideration set"  
[X Link](https://x.com/TheTranscript_/status/1997410786453631243)  2025-12-06T21:00Z 93.4K followers, 7887 engagements


"$NFLX Q4 2013 earnings call:"  
[X Link](https://x.com/TheTranscript_/status/1997900601980854614)  2025-12-08T05:26Z 93.4K followers, 33K engagements


"This week in earnings:"  
[X Link](https://x.com/TheTranscript_/status/1997999710435717330)  2025-12-08T12:00Z 93.5K followers, 5387 engagements


"$NFLX Co-CEO Ted Sarandos on the $WBD deal: "We're super confident we're going to get it across the line and finish.It looks like today's move was entirely expected. We have a deal done and we are incredibly happy with the deal. Its great for shareholders great for consumers. We think its a great way to create and protect jobs in the entertainment industry. Were super confident were going to get it across the line. So were set"  
[X Link](https://x.com/TheTranscript_/status/1998129775349572090)  2025-12-08T20:37Z 93.4K followers, 6337 engagements


"$APO CEO says demand for capital is booming globally driven by infrastructure energy transition & manufacturing. He sees X big tailwinds: funding the industrial renaissance closing the retirement income gap via Athene and offering an alternative to crowded public markets"  
[X Link](https://x.com/TheTranscript_/status/1990857584883216865)  2025-11-18T19:00Z 93.5K followers, 9740 engagements


"Warner Music Group CEO: "With our artists and songwriters hotter than ever market share gains drove our quarterly revenues to an all-time high" $WMG: +3.3% Pre-MArket"  
[X Link](https://x.com/TheTranscript_/status/1991486637373812891)  2025-11-20T12:39Z 93.5K followers, 4595 engagements


"Locked in on an earnings call:"  
[X Link](https://x.com/TheTranscript_/status/1991567344133669029)  2025-11-20T18:00Z 93.5K followers, 8180 engagements


"Veeva CEO: "Our third quarter results and increased full-year guidance demonstrate the broad-based strength we see across the business" $VEEV: -X% AH"  
[X Link](https://x.com/TheTranscript_/status/1991642322749329626)  2025-11-20T22:58Z 93.5K followers, 5810 engagements


"Nokia CEO: ".the largest hyperscalers are now investing more each quarter than the largest telcos invest in a year. And increasingly they're coming to Nokia to power their AI factories co-engineering and co-developing some of the most complex networks we've ever seen. In fact today X of the world's top XX hyperscalers use our optical technology. They're investing and trusting our innovation from ICE-X 400-gig and 800-gig pluggables to IP routing systems that handle petabit scale capacity. And we don't just sell to them we co-create.""  
[X Link](https://x.com/TheTranscript_/status/1997365475844722987)  2025-12-06T18:00Z 93.5K followers, 14.4K engagements


"$NVDA CFO says that inventory spike reflects short-term shipment timing not demand weakness "The inventory is a place in terms of where we are building things that will be processed and likely go-to-market within the current quarter okay What you saw probably in the inventory and where we stand now at the beginning of December probably all of that has moved in terms of has already been shipped to our customers.""  
[X Link](https://x.com/TheTranscript_/status/1997742933337154034)  2025-12-07T19:00Z 93.5K followers, 26.6K engagements


"$IBM CEO: "Thats $X trillion of CapEx. Its my view that theres no way youre going to get a return on that because $X trillion of CapEx means you need roughly $XXX billion of profit just to pay for the interest.""  
[X Link](https://x.com/TheTranscript_/status/1997773136276959304)  2025-12-07T21:00Z 93.4K followers, 22.2K engagements


"$AMAT CFO: ".we don't think it's only AI. We don't think that if AI demand suddenly dropped that there would be a significant change in the semiconductor equipment forecast. We don't think so""  
[X Link](https://x.com/TheTranscript_/status/1998150618087924015)  2025-12-08T22:00Z 93.4K followers, 7952 engagements


"$NFLX Co-CEO Ted Sarandos says the $WBD deal gives Netflix entry into X new verticals A full theatrical film studio with Warner Bros. production pipeline and box office distribution. A third party TV production and licensing unit selling premium series across the industry. HBO as a focused prestige brand centered on high-end series and films"  
[X Link](https://x.com/TheTranscript_/status/1998485417033937155)  2025-12-09T20:10Z 93.4K followers, 8183 engagements


"$AMD CEO: "Our data center business has grown very nicely well ahead of the market over XX% a year for the last few years. And what we see going forward is even more exciting. accelerating growth from our lets call it XX% plus over the last few years to over XX% plus as we go forward.""  
[X Link](https://x.com/TheTranscript_/status/1998513041701527908)  2025-12-09T22:00Z 93.4K followers, 6577 engagements