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# ![@Trade_The_News Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::47519668.png) @Trade_The_News TradeTheNews.com

TradeTheNews.com posts on X about $nvda, nvda, $amd, oracle the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::47519668/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:interactions.svg)

- X Week XXXXXXX +21%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXXXX +19%
- X Year XXXXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::47519668/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:posts_active.svg)

- X Week XXX +21%
- X Month XXX -XXXX%
- X Months XXXXX -XX%
- X Year XXXXX +19%

### Followers: XXXXXX [#](/creator/twitter::47519668/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:followers.svg)

- X Week XXXXXX +0.21%
- X Month XXXXXX +1.10%
- X Months XXXXXX +6.90%
- X Year XXXXXX +14%

### CreatorRank: XXXXXXX [#](/creator/twitter::47519668/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47519668/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::47519668/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #1848, [nvda](/topic/nvda) #712, [$amd](/topic/$amd) #688, [oracle](/topic/oracle) #505, [taiwan semiconductor](/topic/taiwan-semiconductor) #331, [$tsm](/topic/$tsm) #120, [taiwan](/topic/taiwan) #1016, [$2330tw](/topic/$2330tw) #10, [$orcl](/topic/$orcl) #92, [summary](/topic/summary) XXXX%

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

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Oracle Corporation (ORCL)](/topic/$orcl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Alibaba Group (BABA)](/topic/$baba) [Microsoft Corp. (MSFT)](/topic/$msft) [Vertiv Holdings Co (VRT)](/topic/$vrt) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Eli Lilly and Company (LLY)](/topic/$lly) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [IonQ, Inc. (IONQ)](/topic/$ionq) [Amphenol Corporation (APH)](/topic/$aph) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Intel Corporation (INTC)](/topic/$intc) [Spacemesh (SMH)](/topic/$smh) [Procter & Gamble (PG)](/topic/procter-gamble) [Blackstone, Inc. (BX)](/topic/$bx) [Union Pacific Corporation (UNP)](/topic/union-pacific) [UNIPOLY (UNP)](/topic/$unp) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [Integral (ITGR)](/topic/$itgr) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Palantir (PLTR)](/topic/$pltr) [Plug Power, Inc. (PLUG)](/topic/$plug) [DisChain (DIS)](/topic/$dis) [Twilio, Inc. (TWLO)](/topic/$twlo) [Datadog Inc (DDOG)](/topic/$ddog) [US Foods Holding Corp. (USFD)](/topic/$usfd) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Lucid Group Inc (LCID)](/topic/$lcid) [Trade Desk, Inc. (TTD)](/topic/$ttd)
### Top Social Posts [#](/creator/twitter::47519668/posts)
---
Top posts by engagements in the last XX hours

"$PG CEO: Rescinded price increases in Canada which helped a lot in the quarter; We will see what the President says tonight; Growth is broad based X our to XX categories held their base; Inflation running about where it was last quarter - CNBC (The Procter & Gamble Company) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981679791741735231) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-24T11:10Z 32.7K followers, 1581 engagements


"$BX President Gray: Feels like things are changing in M&A markets can feel animal spirits recovering; Inflation trends lines are still good; Our inflation data on rental housing is running at XXX% hourly wages running at X% v X% year ago - CNBC (The Blackstone Group Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981335060163838414) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T12:21Z 32.7K followers, 1900 engagements


"*(US) PRES. TRUMP: CANADA CHEATED AND GOT CAUGHT Canada has long cheated on Tariffs charging our farmers as much as 400%. Now they and other countries cant take advantage of the U.S. any longer. Thank you to the Ronald Reagan Foundation for exposing this FRAUD. (More at"  
[X Link](https://x.com/Trade_The_News/status/1981682507566174455) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-24T11:21Z 32.7K followers, 1685 engagements


"$ASML Reportedly AMIES Technology a newly emerged Chinese lithography equipment maker unveiled products seen as signaling renewed momentum in Chinas push to reduce reliance on ASML - TrendForce (ASML Holding N.V.) **Note: Tier1 analysts citing call with lithography expert: EUV will become a reality in China in five years with an indigenous EUV ecosystem albeit at performance levels similar to ASML in 2014; Although inferior in performance to ASML such tools would be "good enough" for China (More at"  
[X Link](https://x.com/Trade_The_News/status/1980510068962451724) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T05:42Z 32.7K followers, 2142 engagements


"$UNP TTN Summary of 08:45ET Earnings Call: Q4 volumes running down X% y/y driven by a tough comp in international intermodal; merger costs and a pause in share repurchases set to pressure Q4 EPS and operating ratio versus last years record quarter. (Union Pacific Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981344260147368448) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T12:57Z 32.7K followers, 1598 engagements


"Upside: $VTYX +94% (Phase X Study of VTX3232 in Participants with Obesity and Cardiovascular achieved XX% reduction in hsCRP within the first week) $QBTS +18% (Trump Administration reportedly in discussion for stakes in US quantum computing companies) $QUBT +11% (Trump Administration reportedly in discussion for stakes in US quantum computing companies) $RGTI +11% (Trump Administration reportedly in discussion for stakes in US quantum computing companies) $LC +10% (earnings guidance) $IONQ +9.0% (Trump Administration reportedly in discussion for stakes in US quantum computing companies) $LVS"  
[X Link](https://x.com/Trade_The_News/status/1981347763699745086) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T13:11Z 32.7K followers, 2861 engagements


"$ITGR TTN Summary of 09:00ET Earnings Call: Preliminary 2026 guidance: organic sales flat to +4% (down in 1H26 recovering in 2H26) reported sales X% to +2% (includes X% headwind from final portable medical time buys); return to above-market organic growth expected in 2027. (Integer Holdings Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981348043279516071) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T13:12Z 32.7K followers, 2214 engagements


"$BAH TTN Summary Earnings Call: "The re-acceleration of our business will take longer than we expected; Our civil business is operating in the most challenging market in a generation (Booz Allen Hamilton Holding Corporation) - We saw no major procurement actions nor plus-ups or cuts on any existing contracts and we also did not see nearly the typical pace of tactical selling this quarter - We expect our return to growth in civil to be delayed by several quarters when exactly that happens will depend on how funding and contract activity evolve (More at"  
[X Link](https://x.com/Trade_The_News/status/1981693877145723364) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-24T12:06Z 32.7K followers, 1743 engagements


"What earnings to watch this week (roughly XX% of S&P500 index still due to report their quarterly results): $UPS $BABA $SONY $DIS $PLTR $TWLO $PLUG $LLY $DDOG $TSN $USFD $RIVN $LCID $TTD $2317.TW"  
[X Link](https://x.com/Trade_The_News/status/1688474335898427392) [@Trade_The_News](/creator/x/Trade_The_News) 2023-08-07T08:57Z 32.7K followers, 5749 engagements


"(EU) Select European Premarket Movers **Note: Broad gains from risk on flows after Trump announced tariff pause Upside - Banco BPM BAMI.IT +1.5-2.0% Anima ANIM.IT +1.0% (set to take over Anima after reaching XX% of capital) - Volkswagen VOW3.DE +0.5-1.0% (affirms FY25 guidance - post close) Downside - Tesco TSCO.UK -XXX% (FY results weakness attributed to adj op profit guidance for next year declining) - Prosieben PSM.DE -XXX% (analyst downgrade) - Air France AF.FR -XXX% (analyst downgrade) - DocMorris DOCM.CH -XXX% (Q1 results and CHF200M capital increase) - Barry Callebaut BARN.CH -XXX% (H1"  
[X Link](https://x.com/Trade_The_News/status/1910223014395797877) [@Trade_The_News](/creator/x/Trade_The_News) 2025-04-10T06:47Z 32.7K followers, 1989 engagements


"$VOW3.DE Reports Q2 Op 3.83B v 3.89Be Rev 80.8B v 82.2Be; Cuts outlook; Notes ongoing product offensive and consistently good demand expect the positive trend to continue in second half of the year (Volkswagen AG (VW)) - Cuts FY25 Rev flat y/y Op ROS 4-5% Automotive Net Clean Net Cash Flow 1-3B v Be (prior: Rev up to +5% y/y Op ROS 5.5-6.5% Automotive Net Clean Net Cash Flow 2.0-5.0B) - Cuts FY25 Net Liquidity in Auto Division 31-33B (prior: 34-37B) - Automotive Division Net Cash Flow -1.4B v +0.4B y/y (More at"  
[X Link](https://x.com/Trade_The_News/status/1948619354012057854) [@Trade_The_News](/creator/x/Trade_The_News) 2025-07-25T05:40Z 32.7K followers, 4215 engagements


"(US) Pres. Trump: STUPID AND UGLY WINDMILLS ARE KILLING NEW JERSEY. Energy prices up XX% this year and not enough electricity to take care of state. STOP THE WINDMILLS $VWDRY $ORSTED.DK $ENR.DE (More at"  
[X Link](https://x.com/Trade_The_News/status/1957766735647457514) [@Trade_The_News](/creator/x/Trade_The_News) 2025-08-19T11:28Z 32.7K followers, 1437 engagements


"South Africa sells more than indicated in inflation-linked bond auction for first time in its history - Sold total ZAR1.335B vs. ZAR1.0B indicated in I/L 2033 2043 and 2050 Bonds - Sells ZAR800M in XXXXX% I/L 2033 bonds; Clearing Yield: 4.960%; bid-to-cover: 2.51x - Sells ZAR335M in XXXXX% I/L 2043 bonds; Clearing Yield: 5.120%; bid-to-cover: 1.00x - Sells ZAR200M in XXXXX% I/L 2050 bonds; Clearing Yield: 5.120%; bid-to-cover: 3.83x (More at"  
[X Link](https://x.com/Trade_The_News/status/1958851312956624930) [@Trade_The_News](/creator/x/Trade_The_News) 2025-08-22T11:18Z 32.7K followers, 1935 engagements


"Upside: $GCTK +135% (secures $20M investment) $HCWB +79% (momentum following T-cell engager targeting solid tumors data) $IBEX +25% (earnings guidance) $ANEB +18% (announces update on Going Private Transaction and strategic alternatives; after announcing a going private transaction on July XX 2025 the Company received inbound interest from potential financial and strategic partners) $WLDS +11% (prices $4M Registered Direct Offering and Concurrent Private Placement of 670K shares at $6.00/shr) $FUN +9.7% (reports Aug attendance; affirms FY25 guidance) $WBD +8.9% (NY Times Dealbook piece on"  
[X Link](https://x.com/Trade_The_News/status/1966482759766933671) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-12T12:43Z 32.7K followers, 3411 engagements


"(EU) Select European Morning Movers Upside - Ipsen +2.5-3.0% (initiates Phase III of LANTIC trial of IPN10200) - Idorsia +3.0% (launches Simcere in China) - Banco de Sabadell +1.0-2.0% (BBVA raises bid offer by 10%) - Novo Nordisk +1.0-1.5% (readacross from FT reporting Pfizer is near $7.3B takeover of Metsera) Downside - Porsche -XXX% (Cuts FY25 return on sales and automotive margins) - Volkswagen -XXX% (Cuts FY25 return on sales and automotive net clean net cash flow) - EasyJet -XXX% Ryanair -XXX% Lufthansa -XXX% IAG -XXX% (Cyber-attack on weekend across several major European airlines)"  
[X Link](https://x.com/Trade_The_News/status/1970029883112685628) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-22T07:38Z 32.7K followers, 2117 engagements


"Upside: $MRUS +37% (confirms to be acquired by Genmab at $97.00/shr in $8.0B deal anticipated to be accretive to EBITDA by end of 2029) $TLRY +20% (recent notable strength in cannabis stocks being attributed Trump posted a video promoting the health benefits of cannabis suggesting that covering CBD under Medicare would be the most important senior health initiative of the century) $BCAX +16% (higher off MRUS deal) $ORKA +12% (higher off MLTX drug data) $DGNX +6.9% (Diginex and Allocations sign strategic relationship to integrate Diginexs advanced ESG data collection framework creation and"  
[X Link](https://x.com/Trade_The_News/status/1972649088844808653) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-29T13:06Z 32.7K followers, 2984 engagements


"Upside: $LAC +37% (US Energy Sec Wright: US to take a X% stake in Lithium Americas and X% stake in Nevada mine project; reaches agreement with GM and U.S. DOE regarding First Draw on DOE Loan) $RZLV +21% (earnings guidance) $VECO +7.3% (Axcelis Technologies and Veeco Instruments to combine in $4.4B merger) $ENTO +6.6% (acquires GRID AI to expand Into High-Growth AI Energy Infrastructure Market) $RUN +5.1% (Jefferies Raised RUN to Buy from Hold price target: $21) $NKE +4.5% (earnings guidance) $PLUG +3.9% (delivers First Electrolyzer for 100MW Green Hydrogen Project at Galps Sines Refinery)"  
[X Link](https://x.com/Trade_The_News/status/1973368063492813267) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-01T12:43Z 32.7K followers, 4055 engagements


"$AMD TTN Research Alert: Markets are undoubtedly cheering the AMD-OpenAI X GW pact and Oracles AI backlog but the financing stack beneath them is getting very very delicate; Now everyone is financing everyone else (Advanced Micro Devices Inc) Oracles $XXX bn multi-year OpenAI cloud pact helped blow its RPO to $XXX bn; to build it Oracle just sold $XX bn of bonds and is running negative free cash flow as capex surgeswhile Moodys flags counterparty concentration risk. AMD expects $XXX bn of incremental revenue over four years from OpenAI ripple-effects. Meanwhile OpenAI is reportedly set to"  
[X Link](https://x.com/Trade_The_News/status/1975165669873258537) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-06T11:46Z 32.7K followers, 4742 engagements


"$TSM Reports Sept (NT$) Rev 331.0B v 335.8B m/m and +31.4% y/y v +33.8% prior; Q3 Rev 989.9B v 973.3Be; YTD Rev 2.76T +36.4% y/y v +37.1% prior (2nd straight deceleration in YTD growth pace) (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) ** Note: Aug sales was 1st acceleration in annual growth pace in X months (More at"  
[X Link](https://x.com/Trade_The_News/status/1976158938782470191) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-09T05:33Z 32.7K followers, 12.6K engagements


"$SSNLF Reportedly Nvidia $NVDA has virtually confirmed that it will be equipped with Samsung Electronics' 5th generation high-bandwidth memory (HBM3E) in its latest AI accelerator GB300 - press (Samsung Electronics Co. Ltd) - The two companies said to be coordinating at the last minute on specific supply volumes prices and schedules (More at"  
[X Link](https://x.com/Trade_The_News/status/1976186277625041380) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-09T07:21Z 32.7K followers, 1801 engagements


"Upside: $RELL +20% (earnings) $AKRO +18% (to be acquired by Novo Nordisk at $54.00/shr in cash in up to $5.2B deal) $TLRY +14% (earnings guidance) $SERV +12% (DoorDash and Serve to bring Serve robots to DoorDash platform for autonomous deliveries across the US starting in Los Angeles) $BYRN +9.7% (earnings) $NEOG +8.6% (earnings guidance) $USAR +7.3% (China tightens rare earth export curbs) $DAL +6.4% (earnings guidance) $AAL +4.8% (higher in sympathy with DAL) $IMMP +3.9% (announces Update for TACTI-004 (KEYNOTE-F91) Phase III Trial in First Line Non-Small Cell Lung Cancer) $RGP +3.4%"  
[X Link](https://x.com/Trade_The_News/status/1976265857492758761) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-09T12:37Z 32.7K followers, 3022 engagements


"Upside: $APLD +28% (earnings) $SWKH +17% (Runway Growth Finance Corp. to acquire SWK Holdings Corporation for $145M cash) $CRML +15% (critical metal strength) $ESTC +13% (earnings guidance) $USAR +9.2% (critical metal strength) $IREN +6.3% (crypto strength) $RKLB +6.1% (secures multiple launches with Japan Aerospace Exploration Agency) $ODC +5.7% (earnings) $AMCR +3.1% (names new CFO) $VKTX +3.1% (momentum) $CIEN +2.2% (Morgan Stanley Raised CIEN to Equal Weight from Underweight price target: $140) $ORCL +2.1% (reportedly among Nvidia customers approved for shipments to UAE) Downside: $ANVS"  
[X Link](https://x.com/Trade_The_News/status/1976632338806145255) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-10T12:54Z 32.7K followers, 3314 engagements


"$AVGO Said to launch new networking chip called the Thor Ultra which aims to scale up AI networks; Broadcom's engineers doubled the bandwidth on Thor Ultra compared with the prior version; Chip launch to represent hardening of AI battle with Nvidia $NVDA - press (Broadcom Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978055934875164927) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T11:11Z 32.7K followers, 2712 engagements


"$AMD Oracle Cloud to deploy 50K AMD AI chips in H2 2026; Oracle will use AMDs Instinct MI450 chips - CNBC (Advanced Micro Devices Inc) $NVDA **Reminder: In September OpenAI entered into a five-year cloud deal with Oracle $ORCL that could be worth as much as $XXX billion. - Earlier this month OpenAI announced a deal with AMD for processors requiring six gigawatts of power over multiple years with a 1-gigawatt rollout starting in 2026. As part of the deal and if the deployment goes well OpenAI may end up owning as many as XXX million shares of AMD or about XX% of the company. (More at"  
[X Link](https://x.com/Trade_The_News/status/1978070094828675431) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T12:07Z 32.7K followers, 1963 engagements


"$ORCL Announces Oracle Cloud Infrastructure (OCI) Zettascale10 the largest AI supercomputer in the cloud delivers 10X the amount of zettaFLOPS of peak performance; Initially OCI Zettascale10 clusters will target deployments of up to 800000 NVIDIA GPUs $NVDA (Oracle Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978074974117138925) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T12:26Z 32.7K followers, 2077 engagements


"(EU) Select European Morning Movers - LVMH $MC.FR +12.5% Hermes $RMS.FR +7.0% (LVMH earnings; China sales; French political turmoil recede) - ASML $ASML.NL +3.0% (earnings; guidance) - PageGroup $PAGE.UK +4.0% (trading update) - TotalEnergies $TTE.FR +3.0% (trading update) - Stellantis $STLA.NL +2.5% (US investment) - Rexel $RXL.FR +2.5% (earnings) - Entain $ENT.UK -XXX% (trading update) - Siemens Energy $ENR.DE -XXX% (analysts downgrade) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978370711455408153) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-15T08:01Z 32.7K followers, 1682 engagements


"$2330.TW *CFO: GUIDES Q4 REV $32.2-33.4B V $32.0BE - EARNINGS CALL (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978704296808964565) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T06:07Z 32.7K followers, 1308 engagements


"$TSM Raises lower-end FY25 Capex $40-42B (prior $38-42B y/y) (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) - For the full year 2025 we now expect gross margin dilution from overseas fabs to be between X% to X% as compared to X% to X% previously. - We continue to forecast the gross margin dilution from the ramp up of our overseas fabs in the next several years to be X% to X% in the early stages and widen to X% to X% in the latter stages. (More at"  
[X Link](https://x.com/Trade_The_News/status/1978705358236295386) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T06:11Z 32.7K followers, 2007 engagements


"$TSM *EXEC: AI DEMAND STRONGER THAN WE BELIEVED X MONTHS AGO - EARNINGS CALL (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) $NVDA $AMD $ORCL $AVGO $GOOGL $MRVL $MSFT $AMZN (More at"  
[X Link](https://x.com/Trade_The_News/status/1978709271928820107) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T06:27Z 32.7K followers, 1642 engagements


"$TSM *EXEC: AI DEMAND STRONGER THAN WE BELIEVED X MONTHS AGO "IT IS INSANE"; 2026 LOOKS TO BE A HEALTHY YEAR - EARNINGS CALL (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) - AI demand actually continues to be very strong the numbers are insane - While we have not observed any change in our customers behavior so far we remain mindful of the potential impact of tariffs (More at"  
[X Link](https://x.com/Trade_The_News/status/1978709721944096947) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T06:28Z 32.7K followers, 2573 engagements


"$TRV Reports Q3 $XXXX adj v $6.01e Rev $12.5B v $12.4Be; Net Written Premiums missed est (The Travelers Companies Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978787591131447396) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T11:38Z 32.7K followers, 1539 engagements


"$AMD Tier1 analysts: After OpenAI deal now see X% AI accelerator share for AMD by CY27 vs. just 3-4% prior; Note at full XXX% deployment AMD share could further expand toward 7.5%. (Advanced Micro Devices Inc) - Risks include rack-scale execution - it took industry leader $NVDA 2-3 quarters to figure out the yield/supply chain/logistics of ramping the new type of product (More at"  
[X Link](https://x.com/Trade_The_News/status/1979060131787604394) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T05:41Z 32.7K followers, 2088 engagements


"$SLB TTN Summary of 09:30ET Earnings Call: Guides Q4 adj EBITDA margin +50-150 bps q/q; Data Center Solutions revenue more than doubled y/y in Q3first time disclosedwith plans to expand beyond the U.S. and onboard new hyperscaler customers (SLB (formerly Schlumberger Limited)) (More at"  
[X Link](https://x.com/Trade_The_News/status/1979182455882973331) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T13:47Z 32.7K followers, 2136 engagements


"$BABA TTN Research Alert: If Aegaeons results generalize Alibaba is claiming a step-change in AI serving economics: an XX% reduction in GPUs for a live model marketplace by turning request-level autoscaling into token-level preemption; This is a serving breakthrough - If Aegaeons numbers hold outside Alibabas marketplace the most overlooked point is not the headline XX% cut in GPUs but the mechanism: it monetizes slack at the token boundary and arbitrages long-tail demand into near-full GPUs. In the papers production trace Alibaba moved a mixed fleet of XX models from 1192 H20s to XXX H20s"  
[X Link](https://x.com/Trade_The_News/status/1980150533236138355) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T05:54Z 32.7K followers, 3197 engagements


"⚠ $EWJ *TTN Election Preview: Japans new minority math: why an LDP-JIP deal is consequential in ways most observers are missing; With XXX not XXX in the lower house the government will likely live by micro-alliances (MSCI Japan iShares) - Japans new arithmetic is narrow but pivotal: LDP plus JIP totals XXX Lower House and XXX Upper House seatsstill two and six short of outright majoritiesand JIPs support is explicitly external with no cabinet posts. That is enough to elect Sanae Takaichi in the October XX Diet vote where the Lower House prevails if the chambers disagree but not enough to pass"  
[X Link](https://x.com/Trade_The_News/status/1980233371448963162) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T11:23Z 32.7K followers, 1760 engagements


"$IONQ Achieves the worlds highest two-qubit gate performance with fidelity exceeding XXXXX% the first and only quantum computing company to cross the four-nines benchmark surpasses the previous world record of XXXXX% set in 2024 by Oxford Ionics now part of IonQ (IONQ Inc) - Says now on a clear path to millions of qubits whilst unlocking powerful new commercial applications sooner (More at"  
[X Link](https://x.com/Trade_The_News/status/1980545356396962021) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T08:03Z 32.7K followers, 2367 engagements


"$DHR TTN Summary of 08:00ET Earnings Call: Guides initial FY26 Core Rev growth 3-6%; Based on what were seeing today we expect cautious equipment spending through the remainder of the year -; Pharma end market robustglobal monoclonal antibody production remained strong; pharma R&D saw a modest recovery while academic/government demand stayed soft amid funding uncertainty. (Danaher Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980611566920667281) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T12:26Z 32.7K followers, 1754 engagements


"$HAL TTN Summary of 09:00ET Earnings Call: 2026 capex reset to about $X billion a nearly XX% reduction vs. 2025 spend (Halliburton Company) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980623047125061973) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T13:11Z 32.7K followers, 1648 engagements


"$CCK TTN Summary of 09:00ET Earnings Call: North American beverage shipments down X% in Q3 after slow July/August but rebounding +3% in September with October volumes remaining strong. (Crown Holdings Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980624823731556481) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T13:18Z 32.7K followers, 1696 engagements


"$NFLX TTN Summary earnings call: Business is very healthy; Op Income would have exceeded forecast if not for Brazilian tax dispute (Netflix Inc) - Canelo-Crawford fight drove 41m live+1 viewers top boxing viewership of the century in XX countries; live events yield outsized acquisition and engagement boosts; upcoming lineup includes Jake Paul vs Tank (Nov 14) NFL Christmas doubleheader Skyscraper Live WWE weekly 2026 World Baseball Classic (Japan) and 2027/31 Womens World Cup. - Unchanged 2026 objectives: full-year 2026 guidance to be issued in January targeting healthy revenue growth margin"  
[X Link](https://x.com/Trade_The_News/status/1980866724246221244) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T05:20Z 32.7K followers, 1898 engagements


"$RMS.FR TTN Summary of 03:00ET Earnings Call: For the first week of Octoberwe saw quite strong and dynamic business; Price increases for next year will be below the price increase of this year (Hermes) - Q4 will face a XXX million higher comparison basis but early October trends leave us confident across all regions - Our stocks have been rebuilt and will be at a similar level to that same time last year to prepare for the end of the year and for the Chinese New Year - We have no business in Russia anymore; all stores are closed and were exiting leases keeping only one for legal obligations -"  
[X Link](https://x.com/Trade_The_News/status/1980912042815979910) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T08:20Z 32.7K followers, 1816 engagements


"$VRT Reports Q3 $XXXX v $1.00e Rev $2.68B v $2.58Be; Raises outlook; Sees Vertiv is strategically positioned to deliver strong growth for the balance of 2025 and for 2026; Notes "the digital age is just beginning" (Vertiv Holdings Co) - Guides Q4 Adj EPS $1.23-1.29 v $1.25e Rev $2.81-2.89B v $2.81Be - Raises FY25 EPS $4.07-4.13 v $3.84e Rev $10.16-10.24B v $10.1Be (More at"  
[X Link](https://x.com/Trade_The_News/status/1980936407121080367) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T09:56Z 32.7K followers, 1944 engagements


"$VRT Provides look into 2026; Expecting AI infrastructure deployment in EMEA to accelerate in 2026; While tariffs remain fluid and uncertain our execution of tariff countermeasures remains in focus - earnings slides (Vertiv Holdings Co) - We are currently positioned to materially offset this impact exiting first quarter 2026 driving a year-over-year tailwind for full year 2026 (More at"  
[X Link](https://x.com/Trade_The_News/status/1980947294888382613) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T10:40Z 32.7K followers, 2304 engagements


"$APH Reports Q3 $XXXX v $0.79e Rev $6.19B v $5.48Be; Organic net sales +41% y/y (Amphenol Corporation) - Guides Q4 $0.89-0.91 v $0.79e (More at"  
[X Link](https://x.com/Trade_The_News/status/1980968576241578319) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T12:04Z 32.7K followers, 1691 engagements


"Upside: $BYND +80% (expands distribution with Walmart) $VICR +27% (earnings) $DNUT +23% (momentum) $FLWS +23% (momentum) $ISRG +18% (earnings guidance) $NRIX +14% (initiates DAYBreak Pivotal Study of Bexobrutideg in Relapsed or Refractory Chronic Lymphocytic Leukemia; files to sell $250M Registered Offering of 24.5M Shares at $10.21/shr) $WGO +13% (earnings guidance) $PEGA +12% (earnings) $APH +9.1% (earnings guidance) $HCSG +8.6% (earnings) $VRT +7.6% (earnings guidance) $BIOA +6.6% (CitiGroup Raised BIOA to Buy from Neutral price target: $10) $APLD +6.4% (signs $5B 15-year lease agreement"  
[X Link](https://x.com/Trade_The_News/status/1980978464720126070) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T12:44Z 32.7K followers, 3024 engagements


"*(US) TRUMP ADMIN SAID TO BE IN TALKS FOR STAKES IN SOME US QUANTUM COMPUTING COMPANIES - WSJ - Companies said to include IonQ Rigetti Computing D-Wave Quantum $IONQ $QBTS $RGTI - Minimum US govt funding awards said to be $10M each (More at"  
[X Link](https://x.com/Trade_The_News/status/1981221027783864429) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T04:47Z 32.7K followers, 1846 engagements


"$BABA Said to be opening pre-orders for its AI glasses as of midnight tonight; the glasses cost CNY4.7K- US financial press (Alibaba Group Holding Limited) - Deliveries are planned to begin from December - The AI Glasses support hands-free calling music streaming real-time translation (More at"  
[X Link](https://x.com/Trade_The_News/status/1981235642840355159) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T05:46Z 32.7K followers, 1568 engagements


"*(JP) RENGO LARGEST TRADE UNION IN JAPAN SEEK WAGE HIKES OF X% OR MORE IN 2026 V XXXX% ON AVERAGE IN 2025 - PRESS **Note: Steady wage rises are prerequisite for BOJ to resume rate hikes (More at"  
[X Link](https://x.com/Trade_The_News/status/1981255034030412118) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T07:03Z 32.7K followers, 1480 engagements


"$AIQ TTN Research Alert: When beats dont bid: what Vertiv Oracle repricing of AI impact on CRM and the circular AI flywheel say about the next leg; Markets seem to be starting to grade AI on FCF and physics not poetry $ORCL $VRT $NVDA 1) The tape is whispering before the headlines do. Data center power-and-cooling bellwether Vertiv (VRT) has become a kind of Geiger counter for AI infrastructure demand. Its post-earnings reaction yesterday has been erratic even on strong print and enormous jump in organic orders despite upbeat guidancean early hint that perfection is priced in. Meanwhile"  
[X Link](https://x.com/Trade_The_News/status/1981278141441044728) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T08:34Z 32.7K followers, 1645 engagements


"$MDM.FR TTN Summary of 12:00ET Earnings Call: Guidance for Q4 2025 calls for a slight positive top-line growth despite early October trading under pressure. (Maisons du Monde) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981420685302903188) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T18:01Z 32.7K followers, 1620 engagements


"$INTC Reports Q3 $XXXX adj v $0.01e Rev $13.7B v $13.1Be; "Current demand is outpacing supply a trend we expect will persist into 2026. (Intel Corporation) - Guides Q4 $XXXX v $0.08e Rev $12.8-13.8B v $13.4Be (More at"  
[X Link](https://x.com/Trade_The_News/status/1981451201125240958) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T20:02Z 32.7K followers, 1879 engagements


"$F Reports Q3 $XXXX v $0.38e Rev $50.5B v $42.7Be; Cuts outlook; Sees $1.5-2B adj EBIT hit in 2025 from Novelis fire expect to mitigate at least $1.0B of adjusted EBIT in 2026 (Ford Motor Company) - Cuts FY25 adj EBIT $6.0-6.5B adj FCF $2-3B Affirms capex $9.0B (prior: adj EBIT $6.5-7.5B adj FCF $3.5-4.5B capex $9.0B) - Comments: We are heading into 2026 as a stronger and more agile company. We will continue to focus on execution and on quickly making the right strategic calls on propulsion partnerships and technology that will create tremendous value for our customers. Added Ford CFO Sherry"  
[X Link](https://x.com/Trade_The_News/status/1981452674076746077) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T20:08Z 32.7K followers, 1643 engagements


"Anthropic confirms to expand use of Google Cloud TPUs & Services; Anthropic will train and serve Claude models with plans to access up to X million TPUs worth tens of billions of dollars $GOOGL $AMZN - In total Anthropic will have access to well over a gigawatt of capacity coming online in 2026. (More at"  
[X Link](https://x.com/Trade_The_News/status/1981458627312398555) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T20:32Z 32.7K followers, 2289 engagements


"Upside: $IXHL +40% (authorizes $20M share repurchase program) $BHVN +12% (affirms expected troriluzole NDA decision during 4Q25) $UI +12% (earnings; announces share repurchase raises dividend) $ZM +4.4% (earnings guidance) $SBET +4.2% (authorizes $1.5B stock buyback program) $BKE +4.0% (earnings) $ZONE +3.4% (earnings) $ROST +3.0% (earnings guidance) Downside: $ANTE -XXX% (files to sell $180M direct offering of 80.8M shares and warrants at $2.23/unit) $INTU -XXX% (earnings guidance) $WDAY -XXX% (earnings guidance) $BJ -XXX% (earnings guidance)"  
[X Link](https://x.com/Trade_The_News/status/1958872076195893708) [@Trade_The_News](/creator/x/Trade_The_News) 2025-08-22T12:41Z 32.7K followers, 2877 engagements


"$TSM Said to be developing its own EUV pellicle shields to lower defect rates and capital intensity for sub-2 nm production a move that could extend the lifespan of current EUV tools delay costly High-NA adoption $ASML - press (Taiwan Semiconductor Manufacturing Company Limited) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980869064101593543) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T05:29Z 32.7K followers, 2137 engagements


"$SMH Tier1 analysts: Nexperia can trigger a new chip shortage; Nexperia chips are simple but crucial for the auto industry; Nexperia sells over 100B semiconductor chips p.a. which accounts for XX% of the global supply of basic semiconductors with XX% of these chips are sold to the auto industry $GM $F $STLA - The entire Western auto industry now gets a reminder that it should better get not too dependent on Chinese auto parts even if they are cheaper. (More at"  
[X Link](https://x.com/Trade_The_News/status/1981245567901524342) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T06:25Z 32.7K followers, 1883 engagements


"$AAL Reports Q3 -$0.17 v -$0.27e Rev $13.7B v $13.6Be; Guides Q4 strong and raises FY outlook (American Airlines Group Inc) - Raises FY25 adj EPS $0.65-0.95 v $0.35e (prior: -$0.20 to +$0.80) - Guides Q4 adj EPS $0.45-0.75 v $0.30e Guides Q4 Rev +3-5% y/y (implies $14.5B v $13.9Be) Capacity (ASM) +3-5% y/y CASM ex fuel +2.5-4.5% y/y Adj Op Margin 5-7% (More at"  
[X Link](https://x.com/Trade_The_News/status/1981315538807558574) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T11:03Z 32.7K followers, 1562 engagements


"$NVA Engaged Ahead of High-Level Critical Minerals Talks with U.S. President Donald Trump (Nova Minerals) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978065038683353227) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T11:47Z 32.7K followers, 5393 engagements


"Upside: $PRAX +145% (announces Positive Topline Results from Two Pivotal Phase X Studies of Ulixacaltamide HCl in the Essential3 Program for Essential Tremor) $MIRA +83% (announces Oral Mira-55 Outperformed Injected Morphine in Normalizing Pain and Reducing Inflammation) $GRAL +15% (Samsung and GRAIL announce strategic collaboration to Bring GRAIL's Galleri Multi-Cancer Early Detection Test to Asia; Samsung C&T and Samsung Electronics Will Make an Equity Investment of $110M Into GRAIL) $JBHT +14% (earnings color) $CRM +6.0% (guidance from Analyst Day; Salesforce and Google Expand Strategic"  
[X Link](https://x.com/Trade_The_News/status/1978804366988448186) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T12:45Z 32.7K followers, 2722 engagements


"$MU Reportedly Micron exec warns DRAM market tightness to worsen through 2026 - DigiTimes (Micron Technology Inc.) **Reminder: Sept 12th Reportedly Micron freezes prices on all products for one week and even unwilling to discuss long-term contracts for 2026 as inference AI fuels surge in SSD demand and supply shortages amid memory supply constraints migrate from DRAM to NAND - TrendForce (More at"  
[X Link](https://x.com/Trade_The_News/status/1980244154979332443) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T12:06Z 32.7K followers, 5667 engagements


"$TSLA TTN Summary Earnings Call: Confident we can expand Tesla's production does not provide timeline; production-intent Optimus prototype will be ready to show off in Q1 likely February or March; Musk says Teslas idle cars could provide XXX GW of distributed inference capacity (Tesla Inc) - No safety drivers in large parts of Austin by year-end; robotaxi operations in XXX regions (including NV FL AZ) by year-end subject to regulatory approvals. - Vehicle capacity expansion to X million annual units within XX months; Cybercab (no steering wheel or pedals) volume production starts Q2"  
[X Link](https://x.com/Trade_The_News/status/1981219000387313992) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-23T04:39Z 32.7K followers, 6119 engagements


"$ORCL *Reportedly banks anticipate launch of $38B debt offering as soon as Monday to fund Oracle-tied data centers - press (Oracle Corporation) - The deal said to be split across two separate senior secured facilities which expected to mature in four years (More at"  
[X Link](https://x.com/Trade_The_News/status/1981607791354609704) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-24T06:24Z 32.7K followers, 2069 engagements


"$INTC TTN Summary Earnings Call: "Intel 18A yields are progressing at a predictable rate but will Not be an industry acceptable level until 2027"; CEO says on track to be right-sized by year end (Intel Corporation) - Only building capacity when demand supports it; Cautious optimism for server CPU TAM growth in 2026 driven by AI infrastructure build-out (More at"  
[X Link](https://x.com/Trade_The_News/status/1981632201956422143) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-24T08:01Z 32.7K followers, 1760 engagements


"$BAH Reports Q2 $XXXX v $1.49e Rev $2.89B v $2.99Be; Stashes outlook but quarterly book-to-bill ratio jumps (Booz Allen Hamilton Holding Corporation) - Cuts FY26 Adj $5.45-5.65 v $6.31e Rev $11.3-11.5B +0-4% y/y v $12.1Be Adj EBITDA $B (prior: Adj $6.20-6.55 Rev $12.0-12.5B v flat to +4.0% y/y Adj EBITDA $1.32-1.37B) - Adj EBITDA $324M -XXXX% y/y; margin XXXX% v XXXX% y/y - Total backlog $40.0B v $41.3B y/y - TTM book-to-bill 1.7x v 1.1x y/y (More at"  
[X Link](https://x.com/Trade_The_News/status/1981674087840702756) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-24T10:48Z 32.7K followers, 1845 engagements


"(US) Pres Trump asked about strikes in Venezuela: We will see; Says may reduce Brazil tariffs; Pretty close on South Korea deal - Will do some good business with China Pres Xi (More at"  
[X Link](https://x.com/Trade_The_News/status/1981971769654133068) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-25T06:31Z 32.7K followers, 1321 engagements


"$WAT Waters and BD's $BDX Biosciences & Diagnostic Solutions Business to Combine in $17.5B Deal Creating a Life Science and Diagnostics Leader Focused on Regulated High-Volume Testing (Waters Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1944703656642716004) [@Trade_The_News](/creator/x/Trade_The_News) 2025-07-14T10:20Z 32.7K followers, 3182 engagements


"$DOW Q3 results expected in line with current consensus (est for EBITDA cited at $770M); Export momentum continues to recover - investor slides (Dow Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1966096634229501979) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-11T11:09Z 32.7K followers, 2252 engagements


"Upside: $TURB +74% (secures $53M contract to deploy XXX Mwh of solar storage capacity across XX factories) $WBTN +31% (DIS to acquire X% equity interest) $FERG +10% (earnings guidance) $WOLF +8.1% (momentum) $BE +7.5% (hearing Morgan Stanley raises price target: $XX from $44) $AMKR +7.2% (partner in Apple reshoring strategy) $JMIA +7.2% (RBC Raised JMIA to Outperform from Sector Perform price target: $XX from $6.50) $JAKK +6.5% (in collaboration with Disney announces a new baby doll initiative Disney Darlings) $METC +5.5% (US government considering establishing $5B mineral deal fund) $USAR"  
[X Link](https://x.com/Trade_The_News/status/1967938236216471837) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-16T13:06Z 32.7K followers, 2071 engagements


"$SAP EU opens anti-competitive probe over possible restrictions in maintenance and support services for its ERP software (SAP SE) (More at"  
[X Link](https://x.com/Trade_The_News/status/1971150154007822663) [@Trade_The_News](/creator/x/Trade_The_News) 2025-09-25T09:49Z 32.7K followers, 1690 engagements


"$LIT Reportedly Chinese team makes decisive step towards holy grail of next-gen batteries; The team led by researchers from the Chinese Academy of Sciences developed a self-healing interface that works like a liquid seal - SCMP (Global X Lithium ETF) - This development could bring solid-state batteries out of the lab and into practical use delivering safer and more efficient power for products ranging from humanoid robots to electric aircraft and vehicles (More at"  
[X Link](https://x.com/Trade_The_News/status/1976619279475671302) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-10T12:02Z 32.7K followers, 1908 engagements


"$WULF Announces Proposed Offering of $3.2B of Senior Secured Notes; To use the net proceeds from the offering to finance a portion of its data center expansion at its Lake Mariner campus in Barker New York (Terawulf Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978066140367581422) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-14T11:51Z 32.7K followers, 6030 engagements


"$LLY Lilly's oral GLP-1 orforglipron demonstrated superior glycemic control in two successful Phase X trials reconfirming its potential as a foundational treatment in type X diabetes (Eli Lilly and Company) (More at"  
[X Link](https://x.com/Trade_The_News/status/1978412028994765281) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-15T10:45Z 32.7K followers, 2298 engagements


"$TSM Reports Q3 (NT$) Net 452.3B v 417.7Be Op 500.7B v 360.8B y/y Rev 989.9B v 989.9B prelim (Taiwan Semiconductor Manufacturing Company Limited (TSMC)) - Rev $33.1B v $31.5Be - Op margin: XXXX% v XXXX% y/y - Gross margin: XXXX% v XXXX% y/y - Capex $9.7B v $9.63B q/q - Comments: By technology 3nm process technology contributed XX% of total wafer revenue in 3Q25 while 5nm and 7nm accounted for XX% and XX% respectively. Advanced technologies (7nm and below) accounted for XX% of total wafer revenue From a geographic perspective revenue from customers based in North America accounted for XX% of"  
[X Link](https://x.com/Trade_The_News/status/1978695697667887490) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-16T05:33Z 32.7K followers, 23.5K engagements


"$ORCL Tier1 analysts: Notably the company did not provide CapEx targets or commentary suggesting limited visibility into supply chain and availability of components required to build out multi year capacity. (Oracle Corporation) $NVDA $AMD $MSFT $GOOGL (More at"  
[X Link](https://x.com/Trade_The_News/status/1979057731173581202) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T05:31Z 32.7K followers, 2126 engagements


"(EU) Select European Morning Movers - Deutsche Bank $DBK.DE -XXX% (two US regional banks weighed on sentiment and raised concerns about the credit market) - ASML $ASML.NL -XXX% (Oracle has not provided Capex outlook) - Novo Nordisk $NOVOB.DK -XXX% (Trump: Think cost of GLP-1 weight loss drugs will come down 'pretty fast' we are negotiating for lower prices) - Sabadell $BBVA.ES -XXX% (BBVA's takeover fell short to reach a minimum acceptance threshold) - Rheinmetall $RHM.DE -XXX% (Trump-Putin agreed to meet again) - Volvo $VOLVA.SE -XXX% (earnings) - EssilorLuxottica $EL.FR +12.0% (earnings) -"  
[X Link](https://x.com/Trade_The_News/status/1979100433818730945) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-17T08:21Z 32.7K followers, 2671 engagements


"$NVDA Nvidia and TSMC $TSM unveil first completed US-made wafer that will eventually become Blackwell chips for AI purposes; Note this is "the single most important chip is now being produced in America" - Axios (Nvidia Corporation) - CEO Huang repeatedly made clear this is "just the beginning" of AI-related manufacturing in US. $AMD $SMH (More at"  
[X Link](https://x.com/Trade_The_News/status/1979461007387885815) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-18T08:14Z 32.7K followers, 3107 engagements


"$BABA Said to have introduced Aegaeon computing pooling solution that it said led to an XX% cut in the number of Nvidia graphics processing units (GPUs) needed to serve its AI models and potentially reshaping AI workloads - SCMP (Alibaba Group Holding Limited) $NVDA $AMD $GOOGL $MSFT $ORCL $CRWV (More at"  
[X Link](https://x.com/Trade_The_News/status/1980141277459923094) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T05:17Z 32.7K followers, 2521 engagements


"Upside: $REPL +90% (US FDA accepts BLA Resubmission of RP1 for Treatment of Advanced Melanoma) $BYND +56% (sets date for Special Meeting for proposals related to Exchange Offer) $RAPT +52% (announces with Shanghai Jeyou Pharmaceutical Positive Topline Data from Phase X Trial of RPT904 (JYB1904) in Chronic Spontaneous Urticaria) $CELC +51% (detailed Results from PIK3CA Wild-Type Cohort of Phase X VIKTORIA-1 Trial Presented at 2025 ESMO Congress Demonstrate Potential for Gedatolisib Regimens to be Practice Changing for Patients with HR+/HER2- Advanced Breast Cancer) $DVLT +17% (partners with"  
[X Link](https://x.com/Trade_The_News/status/1980257736806862892) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-20T13:00Z 32.7K followers, 3253 engagements


"$VKTX Initiates exploratory maintenance dosing study of VK2735 the company's dual agonist of the glucagon-like peptide X (GLP-1) and glucose-dependent insulinotropic polypeptide (GIP) receptors (Viking Therapeutics Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980591427105988795) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T11:06Z 32.7K followers, 1800 engagements


"$SMR TTN Research Alert: Can SMRs save the grid on todays AI build cadence SMRs match the type of power AI wants (firm local 247) but they just dont match the upcoming multi-GWs 2026-2028 calendar (Nuscale Power Corp) - Short answer: SMRs are the right asset but the wrong clock for 2026-2028. The demand shock is arriving on a hardware timetable while nuclear still moves on a licensing and EPC timetable. In the U.S. the median project that reached service in 2023 spent about X years in the interconnection queue and it is very likely longer now as the overall trend is worsening as larger loads"  
[X Link](https://x.com/Trade_The_News/status/1980607275224973545) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T12:09Z 32.7K followers, 2092 engagements


"$GE TTN Summary of 07:30ET Earnings Call: We dont expect 2025 growth to repeat in 2026 instead normalizing toward our projected double-digit medium-term levels (GE Aerospace) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980612454410293444) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T12:29Z 32.7K followers, 1626 engagements


"AI Risk Radar Coming weeks - Hyperscalers (Microsoft Meta Google Amazon) issue formal FY26 Capex guidance Oct 2729 2025 - NVIDIA GTC Washington D.C. spotlights GPU and AI computing leadership across industries. Nov 1821 2025 - Microsoft Ignite (San Francisco) showcases Azure AI cloud developer tools and enterprise integrations. Nov XX 2025 - NVIDIA Q3 FY2026 earnings reveal AI data center revenue trajectory and H100/GB200 supply guidance. Dec XX 2025 - AWS re:Invent (Las Vegas) unveils new generative AI services and Trainium/Inferentia silicon roadmap. Late 2025 - OpenAI completes Broadcom"  
[X Link](https://x.com/Trade_The_News/status/1980704468988477727) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-21T18:35Z 32.7K followers, 2066 engagements


"$APLD Signs $5B lease agreement with a U.S. Based Investment Grade Hyperscaler at its state-of-the-art purpose-built Polaris Forge X Campus currently under construction near Harwood North Dakota (Applied Digital Corporation) (More at"  
[X Link](https://x.com/Trade_The_News/status/1980967703020974267) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T12:01Z 32.7K followers, 1610 engagements


"🟠 TTN Research Alert: The New #Gerrymander (Dummymander) Trilemma: Inside the State-by-State Redistricting Blitz That Sets the House Math Before a Single Ad Airs; How Texas Missouri and North Carolina Built a Quiet R+7 and Why Californias Prop XX Could Lower Bar for Dems Next Month - Republicans are using mid-decade map changes in states they control (Texas Missouri North Carolina) while Democrats are counter-mobilizing in states they control (California) and in court (Utah). Layer on the long arc of legal rulings that weakened federal guardrails (Shelby County) and narrowed"  
[X Link](https://x.com/Trade_The_News/status/1980974380592005291) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T12:27Z 32.7K followers, 1615 engagements


"$MHO TTN Summary of 10:30ET Earnings Call: New contracts down X% y/y in Q3 with monthly trends flat in July +4% in August and -XX% in September; cancellation rate steady at XX% mirroring last Septembers elevated baseline. (M/I Homes Inc) (More at"  
[X Link](https://x.com/Trade_The_News/status/1981011299363377542) [@Trade_The_News](/creator/x/Trade_The_News) 2025-10-22T14:54Z 32.7K followers, 1628 engagements