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

Several company CEOs have provided updates on the current state of the economy and their businesses. 
The CEOs of major financial institutions, such as JPMorgan Chase, Wells Fargo, and Bank of America, have expressed cautious optimism about the US economy, citing resilient consumers and stable credit metrics. 
Meanwhile, CEOs of companies like Nvidia and Dell have highlighted the growing importance of AI and its impact on their businesses.

### 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 +55%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +5.90%

### 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 +28%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX +10%

### 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 +0.27%
- X Month XXXXXX +1.90%
- X Months XXXXXX +14%
- X Year XXXXXX +30%

### 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 [#](/creator/twitter::923687530045759488/influence)
---

**Social category influence**
[stocks](/list/stocks)  #5215 [finance](/list/finance)  #3465 [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #3078 [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  #1203 [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  #2956 [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$jpm](/topic/$jpm) #2, [$asml](/topic/$asml) #4, [asml](/topic/asml) #13, [$csuto](/topic/$csuto) #39, [$dltr](/topic/$dltr) #1, [has been](/topic/has-been) 0.39%, [$wfc](/topic/$wfc) #179, [$bx](/topic/$bx) #35, [$tsm](/topic/$tsm) #23, [jpm](/topic/jpm) #2

**Top accounts mentioned or mentioned by**
[@007ofwallst](/creator/undefined) [@alerts_bullish](/creator/undefined) [@greenstocksres](/creator/undefined) [@sundarpichai](/creator/undefined) [@eastdakota](/creator/undefined) [@omillionaires](/creator/undefined) [@grok](/creator/undefined) [@dkhos](/creator/undefined) [@timcook](/creator/undefined) [@globalmarketsx](/creator/undefined) [@schaeffers](/creator/undefined) [@bat_tery](/creator/undefined) [@acce](/creator/undefined) [@elonmusk](/creator/undefined) [@marketprophit](/creator/undefined) [@finnfinance](/creator/undefined) [@accrued_int](/creator/undefined) [@ttechnomarcel](/creator/undefined) [@vipersteve21](/creator/undefined) [@robmelzer11](/creator/undefined)

**Top assets mentioned**
[JPMorgan Chase (JPM)](/topic/$jpm) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Wells Fargo & Co (WFC)](/topic/$wfc) [Blackstone, Inc. (BX)](/topic/$bx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Ferrari N.V. (RACE)](/topic/$race) [Basis Cash (BAC)](/topic/$bac) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Texas Instruments (TXN)](/topic/$txn) [SAP SE (SAP)](/topic/$sap) [Copart, Inc. (CPRT)](/topic/$cprt) [Citigroup Inc (C)](/topic/citigroup) [Microsoft Corp. (MSFT)](/topic/microsoft) [Metadium (META)](/topic/$meta) [Costco Hot Dog (COST)](/topic/$cost) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [GM (GM)](/topic/$gm) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Lam Research Corporation (LRCX)](/topic/$lrcx) [DAOLaunch (DAL)](/topic/$dal) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Wormhole (W)](/topic/$w) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [ON Semiconductor, Corp. (ON)](/topic/$on) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [Palantir (PLTR)](/topic/$pltr) [MercadoLibre Inc (MELI)](/topic/$meli) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Vertex Protocol (VRTX)](/topic/$vrtx) [NRG Energy Inc (NRG)](/topic/$nrg) [Dell Technologies, Inc. (DELL)](/topic/dell) [Intuit Inc. (INTU)](/topic/$intu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PepsiCo, Inc. (PEP)](/topic/$pep) [GammaSwap (GS)](/topic/$gs) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Morgan Stanley (MS)](/topic/$ms) [NextEra Energy Inc (NEE)](/topic/$nee) [OwlDAO (OWL)](/topic/$owl) [Centrifuge (CFG)](/topic/$cfg) [Costco Wholesale Corporation (COST)](/topic/costco) [KB Home (KBH)](/topic/$kbh) [Uranium Energy Corp. (UEC)](/topic/$uec) [WORTHINGTON INDUSTRIES, INC. COMMON SHARES (WOR)](/topic/$wor) [Fulcrom Finance (FUL)](/topic/$ful) [Concentrix Corporation Common Stock (CNXC)](/topic/$cnxc) [Autozone Inc (AZO)](/topic/$azo) [Cintas Corporation (CTAS)](/topic/$ctas) [Thor Industries, Inc. (THO)](/topic/$tho)
### Top Social Posts [#](/creator/twitter::923687530045759488/posts)
---
Top posts by engagements in the last XX hours

"NextEra Energy CEO: "we feel great about the business this decade. We feel great about the business next decade." $NEE"  
[X Link](https://x.com/TheTranscript_/status/1976709368516427919) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-10T18:00Z 91.5K followers, 15.5K engagements


"Blue Owl Capital Co-CEO on their stock's underperformance: "And I just look at us being down 25%. And it just makes no sense to me because we've had really good results. And we laid out for people what we thought we could do over the next X to X years." $OWL"  
[X Link](https://x.com/TheTranscript_/status/1974897382191243277) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-05T18:00Z 91.5K followers, 202.6K engagements


"$C CitiGroup CEO is in awe of the scale of China's tech investments: "In Asia China's domestic spending has slowed. However the investments they are making in technology are staggering and the world should take notice""  
[X Link](https://x.com/TheTranscript_/status/1978959155328356722) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-16T23:00Z 91.5K followers, 12.1K engagements


"$BX Blackstone President: "Since 2020 CapEx spend in hyperscalers is up sixfold with just four companies Microsoft Meta Google Amazon to $XXX billion. To put that into context that is bigger than the budget of NASA the Department Energy and the Department of State. It's equal to X% of the GDP of the United States. This doesn't include Oracle which is now joining the party in a big way. These numbers are gonna be even bigger next year.""  
[X Link](https://x.com/TheTranscript_/status/1972360680759337404) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-28T18:00Z 91.5K followers, 22K engagements


"$ASML CEO: "We do not expect 2026 total net sales to be below 2025. We will provide more details on our 2026 outlook in January.""  
[X Link](https://x.com/TheTranscript_/status/1979321552677277914) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-17T23:00Z 91.5K followers, 9263 engagements


"$TSM TSMC CEO: "the AI demand actually continue to be very strong it's more -- more stronger than we thought X months ago okay So in today's situation we have talked to customers and then we talk to customers' customer.""  
[X Link](https://x.com/TheTranscript_/status/1979540482360541352) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-18T13:30Z 91.5K followers, 10.7K engagements


"$DLTR Dollar Tree CEO: "As of the end of Q2 we have added XXX million new customers on a last XX months basis consistent with our pace in recent quarters. And nearly 2/3 of those new customers came from households earning $100000 or more""  
[X Link](https://x.com/TheTranscript_/status/1972390860135469191) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-28T20:00Z 91.5K followers, 16.4K engagements


"$BX Blackstone President on CRE: "It's been three and a half very tough years for commercial real estate but now this good dynamic has taken over which is new supply has declined by nearly XX% in this case in U.S. Logistics but it's really happening around the world. Cost of capital is coming down assets have been repriced this is the time you want to be an investor in commercial real estate""  
[X Link](https://x.com/TheTranscript_/status/1972798568340836363) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-29T23:00Z 91.5K followers, 17.2K engagements


"The magic sentence: "We have entered into a partnership with openAI""  
[X Link](https://x.com/TheTranscript_/status/1978175602826911791) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T19:06Z 91.5K followers, 12K engagements


"Citizens Financial Group: "We are pleased to report very strong results for Q3 XX paced by excellent NII and fee growth X% sequential positive operating leverage and credit results that continue to trend favorably" $CFG: +2.3% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1978415817474593257) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T11:01Z 91.5K followers, 5146 engagements


"$JPM CEO Jamie Dimon yesterday: "But I do remind people we've had a bull market for a long time. Asset prices are high a lot of credit stuff that you would see out there you will only see when there's a downturn""  
[X Link](https://x.com/TheTranscript_/status/1978521275837644914) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T18:00Z 91.5K followers, 19.2K engagements


"$ASML CEO: "we expect China customer demand and therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025""  
[X Link](https://x.com/TheTranscript_/status/1978596764660961287) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T23:00Z 91.5K followers, 9643 engagements


"TSMC Q3 2025 Results (YoY): Revenue: +40.8% to US$33.1 B Net income: +39.1% to US$15.1 B EPS: +39.0% to US$2.92 per ADR Gross margin: XXXX% (+1.7 ppt) Operating margin: XXXX% (+3.1 ppt) Net margin: XXXX% (+3.2 ppt) $TSM:"  
[X Link](https://x.com/TheTranscript_/status/1978708635468562585) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-16T06:24Z 91.5K followers, 43.9K engagements


"$META CEO: " The recent elections also feel like a cultural tipping point towards once again prioritizing speech. So we're going to get back to our roots and focus on reducing mistakes simplifying our policies and restoring free expression on our platforms""  
[X Link](https://x.com/TheTranscript_/status/1876612915270242714) [@TheTranscript_](/creator/x/TheTranscript_) 2025-01-07T12:52Z 91.5K followers, 89.4K engagements


"Costco Micron & KB Home are some of the key companies reporting this week $AZO $CTAS $UEC $THO $ACN $KMX $JBL $BB $SNX $MU $AIR $WOR $MLKN $KBH $FUL $SCS $SFIX $WS $COST $CNXC $LPTH"  
[X Link](https://x.com/TheTranscript_/status/1970186396108525838) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-22T18:00Z 91.5K followers, 25.6K engagements


"$CSU.TO Constellation Software President Mark Miller when asked if they will do buybacks: "No we're not considering buying back shares" Link:"  
[X Link](https://x.com/TheTranscript_/status/1973768704363241576) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-02T15:15Z 91.5K followers, 10.1K engagements


"$CSU.TO Constellation Software CEO: No AI-driven deal competition or valuation pressure in private markets "No Paul. I mean I've not seen anything -- any impact on pace or valuation not at all. So stay tuned I haven't seen anything so far.""  
[X Link](https://x.com/TheTranscript_/status/1973855537143165442) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-02T21:00Z 91.5K followers, 11.9K engagements


"On investment banking: $JPM CFO: "IB fees were up XX% year-on-year reflecting a pickup in activity across products with particular strength in equity underwriting as the IPO market was active." $C CFO: "We capitalized on this with investment banking fees up XX% with continued growth across all products.""  
[X Link](https://x.com/TheTranscript_/status/1978842141234528312) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-16T15:15Z 91.5K followers, 9299 engagements


"AI-driven automated code reviews save 100k hours weekly at Citi "AI-driven automated code reviews have exceeded X million so far this year. This innovation alone creates around 100000 hours of weekly capacity. - $C CEO"  
[X Link](https://x.com/TheTranscript_/status/1978928970549878800) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-16T21:00Z 91.5K followers, 9917 engagements


"$LVMH CFO: "LVMH showed good resilience in the first X months of 2025 with improved trends in Q3 across all business groups.For the third quarter the LVMH Group returned to growth up X% organic and down X% reported after taking into account the negative X% currency impact.""  
[X Link](https://x.com/TheTranscript_/status/1979566915829064146) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-18T15:15Z 91.5K followers, 17.5K engagements


"$JPM CFO: Deal activity strengthening supported by return of animal spirits and robust M&A pipeline. We're seeing very healthy deal flow. We're seeing acquisition finance come back. Obviously we were very involved in a particularly large deal this quarter"  
[X Link](https://x.com/TheTranscript_/status/1979608431599476985) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-18T18:00Z 91.5K followers, 9224 engagements


"$PNC CEO: "We don't need the coders anymore. We need the engineers and the people who can describe the outcome they want. So you end up describing to an agent that's an AI agent how to create this screen. I want it to look like this. I want to bring this balance here.""  
[X Link](https://x.com/TheTranscript_/status/1974131077448151300) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-03T15:15Z 91.5K followers, 9524 engagements


"Constellation Software President Mark Miller: "From my perspective. philosophical thing. We've never been a fan of doing buybacks at Constellation." $CSU.TO"  
[X Link](https://x.com/TheTranscript_/status/1975969469035089979) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-08T17:00Z 91.5K followers, 8281 engagements


"$CSU.TO Constellation Software President on their long-term thinking: "When we talk to our leaders and talk to the companies that we're hoping that we can invest in and acquire over time. We like to think over a very very very long horizon. So you need to be thinking about succession planning and in advance thinking about who could be for example President of Constellation in 2040 or something like that. You need to be thinking about that well in advance. And so that's mostly what I'm concerned. As far as skill sets whoever -- one of the biggest and most important skill sets on top of capital"  
[X Link](https://x.com/TheTranscript_/status/1977464302035755174) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-12T20:00Z 91.5K followers, 13.9K engagements


"$ASML CEO on their investment in Mistral: "As you know we were the lead investor for their Series C funding round. And by being the lead investor we took approximately an XX% share in Mistral. We also have a seat on their strategic committee. We truly believe that by doing this we also get closer and closer to the AI world which we believe is so pivotal to what we do at ASML.""  
[X Link](https://x.com/TheTranscript_/status/1978506198011019489) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T17:00Z 91.5K followers, 13.4K engagements


"J.B. Hunt Transport Services double beat $JBHT: +11.3% AH"  
[X Link](https://x.com/TheTranscript_/status/1978560894880673911) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T20:37Z 91.5K followers, 6257 engagements


"Cockroaches emerging $ZION $WAL"  
[X Link](https://x.com/TheTranscript_/status/1979155098166018258) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-17T11:58Z 91.5K followers, 11.4K engagements


"American Express CEO: "We delivered a very strong quarter with revenues growing XX percent year-over-year to a record $XXXX billion and EPS rising XX percent to $XXXX. .Given our strong performance year to date we are raising our full-year guidance." $AXP: +1% PRe-Market"  
[X Link](https://x.com/TheTranscript_/status/1979158667980165584) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-17T12:12Z 91.5K followers, 15.6K engagements


"$JPM CFO: Hiring freeze sentiment & low firing point to employer caution in uncertain macro. Mike Feroli said.the current labor market is a low hiring low firing moment. You can think of that as potentially explained by employers experiencing high uncertainty"  
[X Link](https://x.com/TheTranscript_/status/1979204530450620848) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-17T15:15Z 91.5K followers, 11.9K engagements


"Netflix Tesla & Intel are some of those reporting next week: $VZ $KO $ELV $GE $RTX $LMT $GM $MMM $DHR $NDAQ $NFLX $ISRG $TXN $EQT $MAT $MTDR $KKR $COF $FULT $CATY $ADC $APH $GEV $VRT $HLT $MCO $CME $BKU $LTHM $RIVN $PRG $TMO $OLD $TSLA $IBM $KMI $AA $LRCX $ORLY $SON $SAP $KNX $AAL $FCX $HON $DOW"  
[X Link](https://x.com/TheTranscript_/status/1979295253359399292) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-17T21:15Z 91.5K followers, 20.1K engagements


"$DAL President: "At the low end of the industry there's been a lot of seats removed and that's allowed us to get a footing on fares. I think when you think about the financial performance of the carriers that are catering to the lower-income customers they have not been good and some had to declare bankruptcy.""  
[X Link](https://x.com/TheTranscript_/status/1979593341244510261) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-18T17:00Z 91.5K followers, 10.1K engagements


"$M COO on how Macy's is using AI: "Some of those areas from a consumer-facing point of view are personalization how are we using and taking our data analytics tools that we already have already robust and making it even better to understand what the consumer wants how they want it and to take new data in not just the data in our system. So it allows us to have a much broader lens a broader aperture to how the consumer is reacting.""  
[X Link](https://x.com/TheTranscript_/status/1979638631339020584) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-18T20:00Z 91.5K followers, 10.1K engagements


"F5 Networks CEO: ".we achieved revenue at the high end of our guidance surpassed our software growth expectations and maintained rigorous operational discipline culminating in double-digit EPS growth for the year" $FFIV: +10% AH"  
[X Link](https://x.com/TheTranscript_/status/1851002062751875148) [@TheTranscript_](/creator/x/TheTranscript_) 2024-10-28T20:44Z 91.4K followers, 5065 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) [@TheTranscript_](/creator/x/TheTranscript_) 2025-01-25T00:00Z 91.5K followers, 9660 engagements


"Rmy Cointreau FY 24/25 results EUR YoY Sales: -XXXX% to 984.6M Operating Profit: -XXXX% to 217.0M Net profit : -XXXX% to 121.2M ".our recent performance seems to indicate that we have finally reached the bottom." $REMYF: +5% today"  
[X Link](https://x.com/TheTranscript_/status/1930217462349332862) [@TheTranscript_](/creator/x/TheTranscript_) 2025-06-04T10:57Z 91.4K followers, 5177 engagements


"$MSCI CEO: "MSCI captured more indexed equity ETF cash flows than any other index provider during the quarter. Total equity index ETF AUM linked to MSCI indices surpassed $X trillion for the first time driving total index ETF and known ETF AUM balances tracking MSCI indices to $X trillion.""  
[X Link](https://x.com/TheTranscript_/status/1949243341234929716) [@TheTranscript_](/creator/x/TheTranscript_) 2025-07-26T23:00Z 91.5K followers, 10.7K engagements


"Booking Holdings CEO: "We are pleased to report a strong second quarter with X% room night growth and a double-digit increase in gross bookings & revenue reflecting disciplined execution against our strategic initiatives." $BKNG"  
[X Link](https://x.com/TheTranscript_/status/1950316819375624349) [@TheTranscript_](/creator/x/TheTranscript_) 2025-07-29T22:05Z 91.5K followers, 8567 engagements


"Happy Palantir day tomorrow for those who celebrate Before Open:$W $BRKB $ON $BNTX $AXSM $TSN $TGTX $BCRX $IDXX $FRPT $KSPI After Close: $PLTR $HIMS $MELI $NVTS $AXON $VRTX $BRBR $LSCC $BWXT $OKE $RIG $TDUP"  
[X Link](https://x.com/TheTranscript_/status/1952121856917663755) [@TheTranscript_](/creator/x/TheTranscript_) 2025-08-03T21:38Z 91.5K followers, 12.3K engagements


"Carlyle Group CEO celebrates analysts birthday on the earnings call: $CG CEO: "Well Bill maybe I'll kick off. And I heard it was your birthday today. Is that right" TD Cowen Analyst William Katz: "Yes and thank you for the great results great birthday present.""  
[X Link](https://x.com/TheTranscript_/status/1957170572552802621) [@TheTranscript_](/creator/x/TheTranscript_) 2025-08-17T20:00Z 91.5K followers, 10.8K engagements


"NRG Energy CEO: "I think people are willing to pay premiums at data centers for assurance that they can have XX to XX years of power at a price that they know what it's going to be so they can plan accordingly" $NRG"  
[X Link](https://x.com/TheTranscript_/status/1957940648339992881) [@TheTranscript_](/creator/x/TheTranscript_) 2025-08-19T23:00Z 91.5K followers, 8168 engagements


"Thursday's earnings Before Open: $DG $BBY $DKS $TD $BURL $LI $OLLI $BBWI $VSCO $HRL $CM $TITN After Close: $MRVL $DELL $IREN $ULTA $AFRM $S $AMBA $GAP"  
[X Link](https://x.com/TheTranscript_/status/1960997832074182804) [@TheTranscript_](/creator/x/TheTranscript_) 2025-08-28T09:28Z 91.5K followers, 6104 engagements


"Next week in earnings: $CASY $SAIL $GME $AVAV $SNPS $LMNR $CLVO $RGLD $INNV $SKIL $RUBI $CHWY $TEN $DATR $LESK $OXM $VNCE $KR $LOVE $HOFT $VRA $ADBE $FARM $IBEX $RENT $KMED"  
[X Link](https://x.com/TheTranscript_/status/1964055973846536534) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-05T20:00Z 91.5K followers, 30.5K engagements


"$CROX CEO suggests HEYDUDE struggles are an unintended result of investor-driven push to diversify beyond core brand: "So we heard very strongly from investors that they wanted more diversification and we felt this was a compelling brand to drive that ""  
[X Link](https://x.com/TheTranscript_/status/1964388162987577449) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-06T18:00Z 91.5K followers, 10.4K engagements


"$CPRT Copart Co-CEO: EVs show higher total loss frequency "In broad strokes the returns on EVs are very strong. They total if anything more easily.So so far the indications be favorable in that regard when it comes to electric vehicle and total loss frequency selling prices and so forth""  
[X Link](https://x.com/TheTranscript_/status/1966547363138597012) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-12T17:00Z 91.5K followers, 10.8K engagements


"$CPRT Copart Co-CEO: Total loss frequency is rising despite fewer accidents driven by repair complexity. Total loss frequency for the second calendar quarter of 2025 was XXXX% up from XXXX% in the same quarter in 2024 Vehicle repairs become less attractive with the passing of time parts and labor cost increase as well"  
[X Link](https://x.com/TheTranscript_/status/1966592680168988913) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-12T20:00Z 91.5K followers, 12.6K engagements


"$CPRT Co-CEO on how they are leveraging LLMs and AI: "we equip many of our sellers with tools to allow them to make instantaneous total loss decisions informed by literally millions of similar vehicles we've sold over the years. Those decision support tools are very much empowered by current generation large language model technologies.""  
[X Link](https://x.com/TheTranscript_/status/1967317432810488192) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-14T20:00Z 91.5K followers, 11.8K engagements


"Match Group CEO: ".App fees both Apple & Google combined are our single largest costs $XXX million a year we spend on fees. And so it's more than headcount it's more than marketing.So any change here is massive for our business." $MTCH $GOOG $GOOGL $AAPL"  
[X Link](https://x.com/TheTranscript_/status/1967996919915090181) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-16T17:00Z 91.5K followers, 13.9K 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) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-17T15:15Z 91.5K followers, 9911 engagements


"Colgate-Palmolive CEO: Consumers are minimizing pantry stock "consumers do not have X tubes of toothpaste or X bottles of mouthwash in their pantry they.have one. And they.purchase from cycle to cycle instead of having extra inventory at home" $CL"  
[X Link](https://x.com/TheTranscript_/status/1969420046926823708) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-20T15:15Z 91.5K followers, 34.8K engagements


"Lam Research CEO: ".we plan to return XX% -- at least XX% of free cash flow to shareholders through a combination of dividends and buyback. I always point out to people that level of dividend is comfortably supported by the cash generation" $LRCX"  
[X Link](https://x.com/TheTranscript_/status/1969899471309058266) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-21T23:00Z 91.5K followers, 23.3K engagements


"Constellation Software has announced that founder Mark Leonard has stepped down as President for health reasons effective immediately. COO Mark Miller has been appointed President while Leonard remains on the Board. $CSU.TO"  
[X Link](https://x.com/TheTranscript_/status/1971224255061983522) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-25T14:44Z 91.5K followers, 28K engagements


"$COST CEO: "We also recently celebrated a few milestones including the 40th anniversary of our $XXXX hotdog and soda combo." CFO: "In FY XX we sold over 245M hotdog combos over 157M rotisserie chickens and enough bath tissue to reach the moon & back over XXX times.""  
[X Link](https://x.com/TheTranscript_/status/1971635895263695117) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-26T18:00Z 91.5K followers, 23.6K engagements


"$PLAY Dave & Busters Management being candid: "We made specific execution missteps that resulted in lack of awareness of our offerings and inconsistent operational execution. We have high confidence that we will improve performance in the near term by executing on focused improvements.""  
[X Link](https://x.com/TheTranscript_/status/1972028475889668356) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-27T20:00Z 91.5K followers, 10.9K engagements


"$BX President: "In 2021 the IPO market in the US was booming nearly $XX billion. By 2022 it was shut off. It's beginning to climb out. And at Blackstone we've done three IPOs in the last couple months. Last week we did our first US IPO since 2021. I would expect you'll see more""  
[X Link](https://x.com/TheTranscript_/status/1972292728072577157) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-28T13:30Z 91.5K followers, 23.3K engagements


"Constellation Software Founder Mark Leonard back in 2015: "I love what I'm doing and don't want to stop unless my health deteriorates or the board figures it's time for me to go.""  
[X Link](https://x.com/TheTranscript_/status/1972319152011628772) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-28T15:15Z 91.5K followers, 18.9K engagements


"Calm week in earnings before the storm of Q3 earnings starts"  
[X Link](https://x.com/TheTranscript_/status/1973477052989972679) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-01T19:56Z 91.5K followers, 8726 engagements


"Blackstone President: "60000 young people applied to work at Blackstone this year and only XXX get jobs. I'm very lucky I got a job at Blackstone XX years ago.& then when people come here the nearly XXX partners we have have stayed an average of XX years now today." $BX"  
[X Link](https://x.com/TheTranscript_/status/1974535008074502329) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-04T18:00Z 91.5K followers, 57.2K engagements


"$INTU Intuit CFO: "The reason we don't separate out AI-driven revenue is the whole company the whole platform is built on data and AI. And so when you look at TurboTax Live it's $X billion in revenue growing 47%. That is all data AI""  
[X Link](https://x.com/TheTranscript_/status/1974927579552665929) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-05T20:00Z 91.5K followers, 15.6K engagements


"$NVDA reports Q3 FY XX earnings next month on November XX 2025"  
[X Link](https://x.com/TheTranscript_/status/1975946781189116263) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-08T15:29Z 91.4K followers, 36.5K engagements


"$NVDA CEO on risks of AI competition from China: China is well ahead of us on energy. We are way ahead on chips. They're right there on infrastructure. They're right there on AI models where weour models are better overall OpenAI's is better Anthropic is better. Gemini's you know better. However their open source models are well ahead of us. And then on the application layer we have to be quite mindful because their applications are very fast moving. Their society is very quick in adopting new technology. They're underregulatedthey don't regulate heavily at the industrial level. And so the"  
[X Link](https://x.com/TheTranscript_/status/1975984559960572132) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-08T18:00Z 91.5K followers, 38.8K engagements


"$TXN CFO: "in the last few years FCF has been depressed with the higher CapEx. So it's been relatively easy to return all FCF since the dividend alone has accounted for more than the FCF. But we have continued the buyback. But as you pointed out it's been slower.As CapEx subsides. free cash flow will improve. well have more to distribute between dividend and buyback""  
[X Link](https://x.com/TheTranscript_/status/1976060060074975627) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-08T23:00Z 91.4K followers, 7882 engagements


"TSMC Revenues: September 2025: +31.4% YoY to NT$330.98B (-1.4% MoM) YTD (JanSep 2025): +36.4% YoY to NT$2.76T $TSM will hold its Q3 XX earnings call on October XX 2025 at 14:00 Taiwan / 02:00 ET"  
[X Link](https://x.com/TheTranscript_/status/1976224917235679551) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-09T09:55Z 91.5K followers, 18.2K engagements


"PepsiCo double beat reaffirms FY XX outlook & names Steve Schmit as new CFO CEO: "Were encouraged by the acceleration in our net revenue growth versus the previous quarter." $PEP: +2% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1976241805705261469) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-09T11:02Z 91.5K followers, 5190 engagements


"$INTU Intuit CFO: "About XX years ago we were less than $X billion in size growing 8%. Today we are 4x that size nearly $XX billion growing at double the rate at XX% with XX% operating margins and the best is yet to come. ""  
[X Link](https://x.com/TheTranscript_/status/1976331848088420542) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-09T17:00Z 91.5K followers, 8464 engagements


"$BABA CEO: "The speed of AI industry development has far exceeded our expectations and the industry's demand for AI infrastructure has also far exceeded our expectations.""  
[X Link](https://x.com/TheTranscript_/status/1976392246011494688) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-09T21:00Z 91.5K followers, 13K engagements


"Ferrari held its capital markets day yesterday where its raised guidance fell short of analyst expectations. The management also failed to mention AI even once (the audacity) No wonder the stock was down XX% yesterday. $RACE"  
[X Link](https://x.com/TheTranscript_/status/1976619204582248799) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-10T12:01Z 91.5K followers, 5739 engagements


"$RACE CEO 2025 guidance:"  
[X Link](https://x.com/TheTranscript_/status/1976641424679633399) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-10T13:30Z 91.5K followers, 10.5K engagements


"$ASAN CFO on their XX% gross margins: "We start with this amazing enviable position of XX% gross margin. There is a ton of inherent operating leverage in this business model. It is one of the things that truly attracted me to come into Asana and Dustin built a great company with those industry-leading gross margins.""  
[X Link](https://x.com/TheTranscript_/status/1976694266622841202) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-10T17:00Z 91.5K followers, 11.3K engagements


"$RACE CFO: ".the bulk of our growth in the next X years is driven by sports car revenues also sustained by the visibility granted by our order book.All in all we target to achieve total group net revenues of approximately 9B in 2030 with a CAGR in the region of 5%.""  
[X Link](https://x.com/TheTranscript_/status/1976784837018259483) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-10T23:00Z 91.5K followers, 9590 engagements


"$NKE CEO: "When I talk to my team about passion commitment and determination we don't have to look much further than England Women's Soccer Team. It's a group that embraces their roles and experience coaching staff who adapt in the moment players who refused to give up. I mean I found out later that Lucy Bronze played the entire tournament with a fractured tibia a fracture tibia. That's resilience""  
[X Link](https://x.com/TheTranscript_/status/1977071720176795735) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-11T18:00Z 91.5K followers, 11.7K engagements


"$META Q3 XX earnings call will be on 29th October 2025"  
[X Link](https://x.com/TheTranscript_/status/1977101896310718963) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-11T19:59Z 91.5K followers, 11.2K engagements


"$DELL CEO: "And we've roughly doubled EPS over the last X years. Earnings per share is scaling growing faster than revenues. And we've returned $XXXX billion to our shareholders XX% of adjusted free cash flow has been returned since the inception of our capital return program.""  
[X Link](https://x.com/TheTranscript_/status/1977101930808983874) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-11T20:00Z 91.5K followers, 15.9K engagements


"$BAC CFO: "with anything in terms of excess capital we want to be in a position to return that to shareholders over time. So last quarter we bought back I think it was $XXXX billion. That's up very significantly from a year or X ago where we were buying back $X billion or $X billion or $X billion.""  
[X Link](https://x.com/TheTranscript_/status/1977147216625336404) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-11T23:00Z 91.5K followers, 11.5K engagements


"$GM CFO last month: "So we're going to see some noise in October and November and I expect that EV demand is going to drop off pretty precipitously. ""  
[X Link](https://x.com/TheTranscript_/status/1977419006727647297) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-12T17:00Z 91.5K followers, 10K engagements


"$AMZN Founder Jeff Bezos: "I always say be stubborn on the vision and flexible on the details and you have to be because the world is changing and you change your mind. I've noticed that people who are right a lot change their mind a lot. People who are wrong a lot are very stubborn on the details""  
[X Link](https://x.com/TheTranscript_/status/1977509607259177088) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-12T23:00Z 91.4K followers, 42.6K engagements


"Bloom Energy and Brookfield announce a $5B partnership to build next-gen AI factories powered by clean fuel cell tech. Brookfield to invest up to $5B in deploying Blooms advanced fuel cells for AI data centers worldwide. $BE: +25% today $BAM: +3% today"  
[X Link](https://x.com/TheTranscript_/status/1977752251373387958) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-13T15:04Z 91.5K followers, 8923 engagements


"$SPOT CEO @eldsjal: "I think happiness is a trailing indicator of impact and I think truly sustained happiness comes from impact.""  
[X Link](https://x.com/TheTranscript_/status/1977781421810049473) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-13T17:00Z 91.5K followers, 9123 engagements


"$RACE Ferrari has toned down on EVs: "In '22 we told you by 2030 we expect XX% of our offer to be ICE XX% hybrid XX% electric. Well it's today October '25 where we say that the X numbers changed. The XX% ICE became 40%. That's what we see for 2030. And the XX% of electric becomes 20%. ""  
[X Link](https://x.com/TheTranscript_/status/1977796513700151541) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-13T18:00Z 91.5K followers, 24.8K engagements


"The Q3 XX earnings party starts tomorrow: Before Open: $BLK $JPM $GS $C $WFC $JNJ $DPZ $ERIC $ACI $FBK After Close: $KARO $EQBK $HWC"  
[X Link](https://x.com/TheTranscript_/status/1977872020114379189) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-13T23:00Z 91.5K followers, 9721 engagements


"JPMorgan Chase double beat CEO: "Each line of business performed well." $JPM: +1.3% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1978049304716828969) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T10:44Z 91.5K followers, 15.1K engagements


"Wells Fargo double beat CEO: "The momentum we are building across our businesses drove strong financial results in the third quarter with net income and diluted earnings per share both up from a year ago and the second quarter" $WFC: +2% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1978056425780736453) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T11:12Z 91.5K followers, 7745 engagements


"On the economy: $WFC CEO: "While some economic uncertainty remains the U.S. economy has been resilient and the financial health of our clients and customers remains strong." $JPM CEO: "While there have been some signs of a softening particularly in job growth the U.S. economy generally remained resilient""  
[X Link](https://x.com/TheTranscript_/status/1978057033711550844) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T11:15Z 91.5K followers, 13.6K engagements


"$WFC CEO: "We grew our balance sheet including the highest linked-quarter loan growth in over three years. Credit performance was strong and continued to improve.""  
[X Link](https://x.com/TheTranscript_/status/1978067494666490066) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T11:56Z 91.5K followers, 9363 engagements


"CitiGroup CEO: "Revenues were up X% and every business had record third quarter revenue improved returns and positive operating leverage" $C:"  
[X Link](https://x.com/TheTranscript_/status/1978070268657459329) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T12:07Z 91.5K followers, 5558 engagements


"$JPM: Non-bank financial institutions (NBFIs) present growing but manageable risk. CFO: The vast majority of that type of lending we do is highly secured or in some ways structured. We're not doing extremely high-risk low-rated lending." CEO: "When there's a downturn you will see higher-than-normal credit losses in certain categories. We don't know all the underwriting standards and I suspect some of those deals may not be as good as you think.""  
[X Link](https://x.com/TheTranscript_/status/1978090557843833224) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T13:28Z 91.4K followers, 6470 engagements


"Wednesday's earnings: Before Open: $ASML $BAC $DLTR $MS $SYF $PLD $PGR $ABT $PNC After Close: $UAL $JBHT $HOMB $FR $BANR $SNV $PNFP $SLG"  
[X Link](https://x.com/TheTranscript_/status/1978217907386548664) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T21:54Z 91.5K followers, 9252 engagements


"$WFC Wells Fargo: "We are a different company today than we were five years ago""  
[X Link](https://x.com/TheTranscript_/status/1978234391961968931) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T23:00Z 91.5K followers, 9799 engagements


"$ASML Q3 2025 results YoY: Total net sales: +0.7% to 7.5B Net income: +2.3% to 2.1B Gross margin: XXXX% +80bps Net bookings: +105% to 5.4B (3.6B EUV) New lithography systems sold: -XXXX% to XX units FY 2025 outlook: ASML expects full-year total net sales to grow XX% YoY with a XX% gross margin. Q4 2025 sales are guided between 9.2B9.8B with a 5153% margin range"  
[X Link](https://x.com/TheTranscript_/status/1978383814046151117) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T08:53Z 91.5K followers, 17.3K engagements


"$ASML CEO: "On the market side we have seen continued positive momentum around investments in AI and have also seen this extending to more customers both in leading-edge Logic and advanced DRAM.""  
[X Link](https://x.com/TheTranscript_/status/1978384412854358042) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T08:56Z 91.4K followers, 13.4K engagements


"Bank of America double beat CEO: "Strong net income growth drove Q3 diluted EPS up XX% YoY.Revenue grew XX% YoY. Strong loan & deposit growth coupled with effective balance sheet positioning resulted in record net interest income." $BAC: +4% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1978414333336940848) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T10:55Z 91.5K followers, 7192 engagements


"Dollar Tree updates guidance ahead of its Investor Day event and reaffirms Q3 FY XX & FY XX Outlook. $DLTR: +5% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1978417119256514645) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T11:06Z 91.5K followers, 6648 engagements


"Morgan Stanley CEO: "Our Integrated Firm delivered an outstanding quarter with strong performance in each of our businesses globally." $MS: +3.5% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1978425833585848633) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T11:40Z 91.5K followers, 9133 engagements


"An analyst joked about sending the transcript to her boss after Dimons comment on pay pressure. I'll make sure to send this transcript to my boss. Erika Penala UBS $JPM"  
[X Link](https://x.com/TheTranscript_/status/1978479764479541640) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T15:15Z 91.5K followers, 10.5K engagements


"United Airlines: "This great momentum has continued so far in the fourth quarter and we expect the fourth quarter of 2025 to have the highest total operating revenue for a single quarter in company history" $UAL: -XXX% AH"  
[X Link](https://x.com/TheTranscript_/status/1978561297143713861) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T20:39Z 91.4K followers, 14.6K engagements


"$DLTR Exec today: "Higher-income households are our fastest-growing cohort proving that our value resonates across all income brackets. When households especially higher-income households shop our stores they drive higher baskets because multiprice is especially relevant to them.""  
[X Link](https://x.com/TheTranscript_/status/1978565824433590284) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T20:57Z 91.5K followers, 12K engagements


"Thursday's earnings will be headlined by TSMC Before Open: $TSM $BK $SCHW $INFY $TRV $MMC $CMC $MTB $MAN $USB After Close: $IBKR $CSX $SFNC $GBCI $FNB $CNS $INDB"  
[X Link](https://x.com/TheTranscript_/status/1978566594801565871) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-15T21:00Z 91.5K followers, 13.3K engagements


"$DAL CEO: "I think our exposure to higher household income cohort has enhanced our relative position versus carriers that are catering to a more stressed lower-to-middle income environment. So we'll see as everybody else reports. I can only speak for Delta and the strength that we've seen and continuing to accelerate as we head into the fourth quarter""  
[X Link](https://x.com/TheTranscript_/status/1978868567878828511) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-16T17:00Z 91.5K followers, 8061 engagements


"Emerson Electric CEO: "AI data center racks consume significantly more power than traditional data centers with a search on ChatGPT consuming X to XX times the power of a traditional search on Google" $EMR $GOOG $GOOGL $MSFT"  
[X Link](https://x.com/TheTranscript_/status/1792333438919512267) [@TheTranscript_](/creator/x/TheTranscript_) 2024-05-19T23:16Z 91.5K followers, 102.1K engagements


"Next week in earnings: $BRK.A $BRK.B $W $AXSM $TSEM $CNA $TSN $ON $PLTR $AXON $HIMS $MELI $VRTX $BRBR $BP $YUMC $APO $ETN $LMND $DOCN $AMD $SMCI $ALAB $ANET $OPEN $CLOV $RIVN $LEU $ZETA $POWL $AFL $UPST $AMGN $SNAP $LCID $TOST $OSCR $SHOP $SIX $ACMR $NVO $MCD $NRG $DIS $ROK $UBER $GPN $APP $DUOL"  
[X Link](https://x.com/TheTranscript_/status/1951415090798092560) [@TheTranscript_](/creator/x/TheTranscript_) 2025-08-01T22:49Z 91.5K followers, 39.5K engagements


"Who makes the data center $BAC"  
[X Link](https://x.com/TheTranscript_/status/1969537078187999337) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-20T23:00Z 91.5K followers, 985.2K engagements


"Taboola CEO: ".our revenue coming from search traffic in the U.S. which is about half of Taboola's revenue is about 5%. So we're not that exposed to search traffic as of now. And of course I do expect that to go down over time." $TBLA"  
[X Link](https://x.com/TheTranscript_/status/1970896016204496904) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-24T17:00Z 91.5K followers, 8867 engagements


"$SAP CFO: "I am sometimes baffled when I hear from some investors that all customers will write their own software themselves. We're doing the same. So now the question is who has the bigger relative advantage Will it be a not-so-proficient software department of an industrial conglomerate leveraging AI tools Or will it be SAP doing a super systematic transformation program and bringing 30000 plus developers onto these new AI coding tools"  
[X Link](https://x.com/TheTranscript_/status/1970986610406908354) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-24T23:00Z 91.5K followers, 35.8K engagements


"Taboola CEO: "We intend to continue to aggressively doing so. We've bought XX% of the company back in the first half of the year which makes me very happy as a shareholder. " $TBLA"  
[X Link](https://x.com/TheTranscript_/status/1971258451641966838) [@TheTranscript_](/creator/x/TheTranscript_) 2025-09-25T17:00Z 91.5K followers, 8418 engagements


"$KKR Partner Alisa Wood at a BBG event: "There are 19000 PE funds in the US. There are 14000 McDonald's in the US. How are there more PE funds than McDonald's .and by the way they're all not created equal. So the spread between the best managers and the kind of mediocre third quartile managers are over 1400 basis points of dispersion. If you look in public equities for that same spread it's XXX to XXX basis points. So what does that tell you It tells you the who matters more than the whatthe people and the managers that you choose""  
[X Link](https://x.com/TheTranscript_/status/1973523332579619298) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-01T23:00Z 91.5K followers, 172.2K engagements


"Earnings banter: Question to Texas Instruments team: ".you undergrew the competition from I think '21 to '23 or something like that. And yet last year and this year you've been outgrowing the competition and the space. What's changed $TXN Head of IR: "Our CFO.""  
[X Link](https://x.com/TheTranscript_/status/1974855851975610768) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-05T15:15Z 91.5K followers, 19.7K engagements


"Domino's Pizza CEO: "In the U.S. we drove positive order counts behind our Best Deal Ever promotion and stuffed crust pizza product innovation for the third quarter. This resulted in another quarter of strong growth in both our delivery and carryout businesses." $DPZ: +1% PM"  
[X Link](https://x.com/TheTranscript_/status/1978057790871486663) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-14T11:18Z 91.5K followers, 7394 engagements


"$LVMH CFO: "For the X months which shows the group recorded around EUR XX billion in revenue down X% on an organic basis and down X% on a reported basis after taking into account a negative X% currency impact.""  
[X Link](https://x.com/TheTranscript_/status/1978817633358381127) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-16T13:37Z 91.5K followers, 29K engagements


"$PEP Pepsi CEO: "I think when you look at low-income households or middle-income households they are very stretched fixed cost of living are going up around the world and that will create the need for affordability and value and price points and cost consciousness also for the foreseeable future""  
[X Link](https://x.com/TheTranscript_/status/1979230959284416918) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-17T17:00Z 91.5K followers, 12.3K engagements


"$JPM CEO Jamie Dimon offers a candid take on emerging credit risks cockroaches and all "I probably shouldn't say this but when you see one cockroach there are probably more. And so we should -- everyone should be forewarn on this one""  
[X Link](https://x.com/TheTranscript_/status/1979246055314329838) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-17T18:00Z 91.5K followers, 11.4K engagements


"$GS CEO detailing some of their wins this quarter: "We were the exclusive adviser to Electronic Arts in its $XX billion sale to a consortium comprised of the public investment fund of Saudi Arabia Silver Lake and Affinity Partners. We were also the lead adviser to Baker Hughes on its strategic acquisition of Chart Industries for $XX billion and advised and provided financing to Thoma Bravo for its $XX billion leverage buyout of Dayforce.""  
[X Link](https://x.com/TheTranscript_/status/1979261149117141357) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-17T19:00Z 91.5K followers, 9859 engagements


"$ASML: "In the third quarter we purchased around XXX million worth of shares under the current 20222025 share buyback program. As of September XX 2025 ASML has acquired XXX million of shares under this program for a total consideration of XXX billion. ASML does not expect to complete the XX billion share buyback program in full within the 20222025 timeframe. We intend to announce a new share buyback program in January 2026.""  
[X Link](https://x.com/TheTranscript_/status/1979683940672909660) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-18T23:00Z 91.5K followers, 30.1K engagements


"$DLTR Dollar Tree CEO: "More than XXX million households shop with us annually making us the fourth largest retailer by household penetration in the U.S. In fact nearly three out of every four households in America visited Dollar Tree in the past year. Importantly this customer base is expanding reaching over X million net new customers just in the last year.""  
[X Link](https://x.com/TheTranscript_/status/1979970872774644194) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-19T18:00Z 91.5K followers, 6973 engagements


"$ASML CEO: "as we mentioned in the Capital Markets Day we said that most probably AI will drive more advanced applications in semiconductor so advanced DRAM advanced logic. I think this is happening and this is driving more advanced litho higher litho intensity and we expect that to continue.""  
[X Link](https://x.com/TheTranscript_/status/1980046327888400642) [@TheTranscript_](/creator/x/TheTranscript_) 2025-10-19T23:00Z 91.5K followers, 5127 engagements