#  @TriInvRsrch Triangulated Research Triangulated Research posts on X about ai, $apo, in the, strong the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1270405457950187523/interactions)  - [--] Week [---] -2.80% - [--] Month [-----] +50% - [--] Year [------] +7,322% ### Mentions: [--] [#](/creator/twitter::1270405457950187523/posts_active)  - [--] Year [---] +985% ### Followers: [---] [#](/creator/twitter::1270405457950187523/followers)  - [--] Week [---] +0.28% - [--] Month [---] +6.50% - [--] Months [---] +18% - [--] Year [---] +22% ### CreatorRank: [---------] [#](/creator/twitter::1270405457950187523/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [financial services](/list/financial-services) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [social networks](/list/social-networks) **Social topic influence** [ai](/topic/ai), [$apo](/topic/$apo), [in the](/topic/in-the), [strong](/topic/strong), [business](/topic/business), [market](/topic/market), [we are](/topic/we-are), [growth](/topic/growth), [investment](/topic/investment), [$nvda](/topic/$nvda) **Top accounts mentioned or mentioned by** [@saylor](/creator/undefined) [@snarkytrader](/creator/undefined) **Top assets mentioned** [Apollo Global Management, Inc. (APO)](/topic/$apo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Blackstone, Inc. (BX)](/topic/$bx) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Bitcoin (BTC)](/topic/bitcoin) [Target Corporation (TGT)](/topic/$tgt) [Centric Swap (CNS)](/topic/$cns) [Tesla, Inc. (TSLA)](/topic/$tsla) [Strategy (MSTR)](/topic/$mstr) [Deere & Company (DE)](/topic/$de) [Costco Hot Dog (COST)](/topic/$cost) [JPMorgan Chase (JPM)](/topic/$jpm) [Decentral Games ICE (ICE)](/topic/$ice) [Datadog Inc (DDOG)](/topic/$ddog) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Royal Bank of Canada (RY)](/topic/$ry) [Ambarella, Inc. Ordinary Shares (AMBA)](/topic/$amba) [GlobalFoundries (GFS)](/topic/$gfs) [Selfkey (KEY)](/topic/$key) [Schlumberger NV (SLB)](/topic/$slb) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [NextEra Energy Inc (NEE)](/topic/$nee) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ADAMANT Messenger (ADM)](/topic/$adm) [Cardinal Health Inc (CAH)](/topic/cardinal-health-inc) [Moon Tropica (CAH)](/topic/$cah) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [Trane Technologies PLC (TT)](/topic/trane-tech) [ThunderCore (TT)](/topic/$tt) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [MP Materials Corp. (MP)](/topic/$mp) [Alteryx, Inc. (AYX)](/topic/$ayx) [Jabil, Inc. (JBL)](/topic/$jbl) [Cigna Corp (CI)](/topic/$ci) [Masco, Corp. (MAS)](/topic/$mas) ### Top Social Posts Top posts by engagements in the last [--] hours "What if commercial real estate demand actually rises post COVID as office social distancing creates more total CRE demand" [X Link](https://x.com/TriInvRsrch/status/1271127239376199682) 2020-06-11T17:08Z [---] followers, [--] engagements "Epiroc AB: the trend towards underground #mining continues" [X Link](https://x.com/TriInvRsrch/status/1333077404529647630) 2020-11-29T15:56Z [---] followers, [--] engagements "$SBKK: based on a study by Redfin of [---] million consumers who searched for homes across [--] metro areas Greater #Sacramento was the most popular destination for #homebuyers looking to move to a different metro area" [X Link](https://x.com/TriInvRsrch/status/1358432292922867715) 2021-02-07T15:07Z [---] followers, [--] engagements "Acciona SA: The decarbonization secular trend is picking up" [X Link](https://x.com/TriInvRsrch/status/1426523784455065604) 2021-08-14T12:39Z [---] followers, [--] engagements "Cardinal Health Inc ( $CAH ): We are also investing to accelerate our growth businesses primarily at-Home Solutions where we've seen strong growth fueled by the secular trend of care shifting into the home. https://execquotes.substack.com/ https://execquotes.substack.com/" [X Link](https://x.com/TriInvRsrch/status/1630212407648833538) 2023-02-27T14:25Z [---] followers, [--] engagements "Huntington Bancshares Inc ( $HBAN ): The underlying economy is actually performing quite well" [X Link](https://x.com/TriInvRsrch/status/1634935204237438976) 2023-03-12T15:11Z [---] followers, [--] engagements "Trane Technologies PLC ( $TT ): But the megatrends the decarbonization digitization they're ramping up" [X Link](https://x.com/TriInvRsrch/status/1634935293399949312) 2023-03-12T15:12Z [---] followers, [--] engagements "ServiceNow Inc ( $NOW ): .every company out there has to be a #digital -first company. If they don't become a digital-first company they won't be around very long" [X Link](https://x.com/TriInvRsrch/status/1634935444516511745) 2023-03-12T15:12Z [---] followers, [--] engagements "Intercontinental Exchange Inc ( $ICE ): secular trend towards cleaner #energy continues and is a growth trend" [X Link](https://x.com/TriInvRsrch/status/1637829584602234880) 2023-03-20T14:52Z [---] followers, [--] engagements "MP Materials Corp ( $MP ): the demand growth in electric vehicles drones robots wind is secular. It's not cyclical. https://execquotes.substack.com/p/executive-quotes-7223 https://execquotes.substack.com/p/executive-quotes-7223" [X Link](https://x.com/TriInvRsrch/status/1675682500025233408) 2023-07-03T01:46Z [---] followers, [--] engagements "Alteryx Inc ( $AYX ): We have a massive opportunity in front of us. Companies are leaning into #data #analytics now more than ever. https://execquotes.substack.com/ https://execquotes.substack.com/" [X Link](https://x.com/TriInvRsrch/status/1679500560150454274) 2023-07-13T14:38Z [---] followers, [--] engagements "$JBL: our growth and improved profitability this year continues to be driven by areas of our business benefiting from #secular growth like #EV health care renewable energy infrastructure and #cloud" [X Link](https://x.com/TriInvRsrch/status/1682415318054891520) 2023-07-21T15:40Z [---] followers, [--] engagements "The Cigna Group ( $CI ): our pharmacy benefit services platform which we expect to grow 2% to 4% going forward. So it will still grow still has #secular tailwinds but not to the 8% to 12% growth rate of the specialty and care services platform" [X Link](https://x.com/TriInvRsrch/status/1795461729310081209) 2024-05-28T14:26Z [---] followers, [--] engagements "Masco Corporation ( $MAS ): .people feeling confident to reinvest in their homes which is a strong secular trend. #housing" [X Link](https://x.com/TriInvRsrch/status/1795461876551155894) 2024-05-28T14:27Z [---] followers, [--] engagements "Fortive Corporation ( $FTV ): .we've been very purposeful in the portfolio to align to higher growth secular trends. And one example of this is what's happening in -- across the world in the transition to a more sustainable future #decarbonization" [X Link](https://x.com/TriInvRsrch/status/1795875528513302888) 2024-05-29T17:51Z [---] followers, [--] engagements "Voya Financial Inc. ( $VOYA ): #infrastructure could benefit from secular trends such as #digitization and #decarbonization which are likely to drive future investment into infrastructure" [X Link](https://x.com/TriInvRsrch/status/1795875855417180588) 2024-05-29T17:52Z [---] followers, [--] engagements "Axalta Coating Systems Ltd. ( $AXTA ): the industrial business for us we have really experienced this secular downturn over the last several years. We're down about 20% in overall just volumesso we don't think there's much more downside there" [X Link](https://x.com/TriInvRsrch/status/1795876035675771016) 2024-05-29T17:53Z [---] followers, [--] engagements "Apollo Global Management Inc. ( $APO ): Western societies are getting older. The need for #retirement income the failure of governments to provide the decline of DB plans you pick it. Retirement is a growth business. Retirement is another source of capital raising " [X Link](https://x.com/TriInvRsrch/status/1797989334903402564) 2024-06-04T13:50Z [---] followers, [--] engagements "Hubbell Incorporated ( $HUBB ): .secular megatrends of #grid #automation and modernization" [X Link](https://x.com/TriInvRsrch/status/1798762744201744761) 2024-06-06T17:03Z [---] followers, [--] engagements "$MSA : The safety market the secular trends continue to be really strong" [X Link](https://x.com/TriInvRsrch/status/1799082700768518498) 2024-06-07T14:15Z [---] followers, [--] engagements "$CCI : .strong underlying demand for #mobile communications #infrastructure strong secular growth" [X Link](https://x.com/TriInvRsrch/status/1799082802220310948) 2024-06-07T14:15Z [---] followers, [--] engagements "$JCI The demand for #data centers is accelerating globally with the next generation of data centers projected to be designed for more than [--] gigawatt of power consumption" [X Link](https://x.com/TriInvRsrch/status/1799884617706611150) 2024-06-09T19:21Z [---] followers, [--] engagements "$JNJ .in surgery.clearly the next horizon is #robotics https://mktstrat.substack.com/p/the-stock-market-strategist-61624 https://mktstrat.substack.com/p/the-stock-market-strategist-61624" [X Link](https://x.com/TriInvRsrch/status/1801008940089594173) 2024-06-12T21:49Z [---] followers, [--] engagements "$BRKR The artificial intelligence or #AI mega trend continues to be a tailwind for our semiconductor metrology and advanced packaging tools business" [X Link](https://x.com/TriInvRsrch/status/1813914299347440091) 2024-07-18T12:30Z [---] followers, [--] engagements "$OKTA : The era of agentic #AI is already here. According to a recent Okta commissioned survey [--] out of [--] businesses now use AI agents" [X Link](https://x.com/TriInvRsrch/status/1978524913095893374) 2025-10-15T18:14Z [---] followers, [--] engagements "$CRGO .the impact of the trade war is minor when compared to the secular trend of digitalization which really drives our long-term growth" [X Link](https://x.com/TriInvRsrch/status/1978554973920055676) 2025-10-15T20:14Z [---] followers, [--] engagements "$ULS : .higher growth mega trends including the global energy transition the electrification of everything and digitalization" [X Link](https://x.com/TriInvRsrch/status/1978796817803612542) 2025-10-16T12:15Z [---] followers, [--] engagements "$AVPT 85% of the CEOs now view cybersecurity as a critical growth driver according to Gartner's [----] CEO Survey. And while only 10% of organizations are fully prepared" [X Link](https://x.com/TriInvRsrch/status/1978842116211274012) 2025-10-16T15:15Z [---] followers, [--] engagements "Private credit had nearly $1 billion of net inflows with strong CLO demand during the quarter in both the U.S. and EMEA as these products continue to offer meaningful value versus corporate bonds. $IVZ" [X Link](https://x.com/TriInvRsrch/status/1983607709141221635) 2025-10-29T18:51Z [---] followers, [--] engagements ".with ongoing investment in Pest Intelligence operating income margins improved to nearly 21% driven by our strong sales growth and the leverage we are generating from Pest Intelligence. $ECL" [X Link](https://x.com/TriInvRsrch/status/1983900584345219405) 2025-10-30T14:15Z [---] followers, [--] engagements "The opportunity to scale Wingstop to over [-----] restaurants globally remain significant. We are now opening more than [--] Wingstop per day. $WING" [X Link](https://x.com/TriInvRsrch/status/1985753598597173541) 2025-11-04T16:58Z [---] followers, [--] engagements "Financial results are the product of underlying good fundamentals. $APO" [X Link](https://x.com/TriInvRsrch/status/1985784863840997858) 2025-11-04T19:03Z [---] followers, [--] engagements "Our business is financing the global industrial renaissance whether it's infrastructure energy energy transition data centers defense new manufacturing or robotics the demand for capital has never been stronger $APO" [X Link](https://x.com/TriInvRsrch/status/1985814308610265514) 2025-11-04T21:00Z [---] followers, [--] engagements "Companies like ours.do not get to be big unless we are attached to fundamentals in the economy and essentially are a source of secular growth. $APO" [X Link](https://x.com/TriInvRsrch/status/1985829409975087250) 2025-11-04T22:00Z [---] followers, [--] engagements "this trend towards autonomous operations which doesn't necessarily mean total lights-out factory sort of production as the Japanese were envisioning in the 1980s but it does mean a lot fewer people in difficult dangers hard-to-access areas. $ABB" [X Link](https://x.com/TriInvRsrch/status/1990844073935049080) 2025-11-18T18:06Z [---] followers, [----] engagements "we continue to see rising customer interest for next-gen AI observability with over [----] customers sending us AI data $DDOG" [X Link](https://x.com/TriInvRsrch/status/1990857541371506869) 2025-11-18T19:00Z [---] followers, [--] engagements "This quarter demonstrated how AI is driving transformative value across our business. $BIDU" [X Link](https://x.com/TriInvRsrch/status/1990902837572677749) 2025-11-18T22:00Z [---] followers, [---] engagements "Bookings to Iceland and Norway more than doubled year-over-year. Spain Italy and Germany also grew by approximately 70%. $TRIP" [X Link](https://x.com/TriInvRsrch/status/1990917941613715810) 2025-11-18T23:00Z [---] followers, [---] engagements "AI Cloud continued its strong growth trajectory. Within AI Cloud the area's most central to AI achieved the fastest growth. $BIDU" [X Link](https://x.com/TriInvRsrch/status/1990948141626241423) 2025-11-19T01:00Z [---] followers, [----] engagements ".nightmare scenarios that CIOs and CEOs fear which is information getting out that information being used with a competitor or the agents the unknown of like what are the agents doing with the information. $PEGA" [X Link](https://x.com/TriInvRsrch/status/1991145184675889354) 2025-11-19T14:03Z [---] followers, [--] engagements "the baby boomer demographic that's obviously a wave that's about to impact or is impacting health care and is going to be impacting us as well. The oldest baby boomers will be turning [--] next year. $SCI" [X Link](https://x.com/TriInvRsrch/status/1991175635021222270) 2025-11-19T16:04Z [---] followers, [--] engagements "AT&T and Verizon have more than [---] million customers. [--] million of them chose AT&T or Verizon because they had the best network back then. Now we have the best network and it's a huge opportunity for us $TMUS" [X Link](https://x.com/TriInvRsrch/status/1991190231056543942) 2025-11-19T17:02Z [---] followers, [--] engagements "The more credit we sell the better it is for BTC and for the equity. And as the equity appreciates that's good for the credit and that's good for BTC. And as Bitcoin appreciates that's good for the credit that's good for the equity. $MSTR @saylor" [X Link](https://x.com/TriInvRsrch/status/1991220430036668567) 2025-11-19T19:02Z [---] followers, [--] engagements "Europe stood out as a key growth region driven by increased flight capacity and travelers appetite for in-depth experiences. $TRIP" [X Link](https://x.com/TriInvRsrch/status/1991236032956637201) 2025-11-19T20:04Z [---] followers, [---] engagements "Unless we go back to a ZIRP environment deposits are going to be a critical part of running a bank like they have for more than one thousand years. So that's the part where I think there's huge opportunity for us ahead of us. $QTWO" [X Link](https://x.com/TriInvRsrch/status/1991251887103054126) 2025-11-19T21:07Z [---] followers, [--] engagements "The demand for fiber infrastructure to support data center growth continues to strengthen at an incredible rate. $DY" [X Link](https://x.com/TriInvRsrch/status/1991282589701689431) 2025-11-19T23:09Z [---] followers, [--] engagements "we're seeing an incredible amount of inbound activity as a company not just here in the United States but everywhere in the world every single corner of the world $CRCL" [X Link](https://x.com/TriInvRsrch/status/1991295675867496575) 2025-11-20T00:01Z [---] followers, [---] engagements "developments in AI in humanoid robotics we believe that over time will have a material impact on the way that businesses are run an even broader society. $BN" [X Link](https://x.com/TriInvRsrch/status/1991506565309035020) 2025-11-20T13:59Z [---] followers, [--] engagements "we aim to deploy pre-installed mass-produced Robotaxi on a large scale and achieve the mass production of humanoid robots. $XPEV" [X Link](https://x.com/TriInvRsrch/status/1991521665004802489) 2025-11-20T14:59Z [---] followers, [---] engagements "one of the fastest-growing segments of the electrification economy the UAV drone electric aviation and autonomous robotics. $KULR" [X Link](https://x.com/TriInvRsrch/status/1991537023606243606) 2025-11-20T16:00Z [---] followers, [---] engagements "future order activity continues to be very good with strength driven by electric utility data center and natural gas market opportunities including large-scale LNG and related natural gas projects $POWL" [X Link](https://x.com/TriInvRsrch/status/1991552123440341182) 2025-11-20T17:00Z [---] followers, [--] engagements "So they're using Mastercard cards to purchase stablecoins and crypto. That's incremental volume and incremental transactions from Mastercard and that's definitely accretive from a revenue standpoint. $MA" [X Link](https://x.com/TriInvRsrch/status/1991567215230132326) 2025-11-20T18:00Z [---] followers, [--] engagements "growing tokenization of major asset classes on the back of the successful tokenization of the U.S. dollar via stable points. $BLSH" [X Link](https://x.com/TriInvRsrch/status/1991582315026465127) 2025-11-20T19:00Z [---] followers, [--] engagements "we're encouraged that our recent Pro survey overall sentiment improved for small to medium Pros as they remain confident in their job prospects and report stable backlogs. $LOW" [X Link](https://x.com/TriInvRsrch/status/1991596910868852796) 2025-11-20T19:58Z [---] followers, [--] engagements "I just want to buy stock ABC at this price. I've done my research. This is my thesis. Why do I have to wait for some old person who looks like me to ring a bell in the morning. It doesn't make any sense . every asset class will be trading 24/7 within [--] years. $HOOD" [X Link](https://x.com/TriInvRsrch/status/1991613521210036735) 2025-11-20T21:04Z [---] followers, [--] engagements ".he transition to a genetic and physical AI will be revolutionary giving rise to new applications companies products and services. $NVDA" [X Link](https://x.com/TriInvRsrch/status/1991914251875742061) 2025-11-21T16:59Z [---] followers, [--] engagements "NVIDIA supply chain basically includes every technology company in the world. $NVDA" [X Link](https://x.com/TriInvRsrch/status/1991944450692784558) 2025-11-21T18:59Z [---] followers, [--] engagements "@SnarkyTrader They say it a lot on the latest earnings call but don't define it that I have found" [X Link](https://x.com/TriInvRsrch/status/1991952176097411171) 2025-11-21T19:29Z [---] followers, [--] engagements "increasing global demand for cannabis has currently resulted in a relatively supply-constrained environment in the domestic Canadian market $VFF" [X Link](https://x.com/TriInvRsrch/status/1991959805246775385) 2025-11-21T20:00Z [---] followers, [---] engagements "Demand for AI infrastructure continues to exceed our expectations. $NVDA" [X Link](https://x.com/TriInvRsrch/status/1991973139790848150) 2025-11-21T20:53Z [---] followers, [--] engagements "Veterinarians today face enormous pressure consolidation pricing challenges shrinking profit centers and persistent staffing shortages. They're doing more with less every single day. $ZOMDF" [X Link](https://x.com/TriInvRsrch/status/1992956377686560904) 2025-11-24T14:00Z [---] followers, [---] engagements "we are achieving all-time high average selling prices for our U.S. insurance carriers. And in fact for the quarter our global insurance ASPs increased 6.8%. Our U.S. insurance ASPs increased 8.4%. $CPRT" [X Link](https://x.com/TriInvRsrch/status/1992986819542356052) 2025-11-24T16:01Z [---] followers, [---] engagements "We train nurses in a moment when the country needs them more than ever. The nursing shortage will define the next decade. $APEI" [X Link](https://x.com/TriInvRsrch/status/1993017270101258577) 2025-11-24T18:02Z [---] followers, [--] engagements "As for Industrial Technologies revenues were lower year-over-year reflective of our ongoing challenges in the engineering business. $MATW" [X Link](https://x.com/TriInvRsrch/status/1993032621291393488) 2025-11-24T19:03Z [---] followers, [--] engagements "There are increasingly logistical challenges around the trade of sanctioned exposed oil and this was further amplified as LUKOIL and Rosneft were put under sanctions. $FRO" [X Link](https://x.com/TriInvRsrch/status/1993047468947521899) 2025-11-24T20:02Z [---] followers, [---] engagements "We had Bitcoin Mining which was profitable. We sold all our Bitcoin. We bought into -- we bought Ethereum with that. We also had a very successful HPC business. So successful that we IPO-ed that business and we now own 71.5% of a real business. $BTBT" [X Link](https://x.com/TriInvRsrch/status/1993062820301148308) 2025-11-24T21:03Z [---] followers, [---] engagements "Taiwan is also a country where there's a lot happening. And here you see another trend of phasing out of nuclear and replacing this with gas-fired power plants plus of course all the semiconductor business that is happening. - Siemens Energy AG" [X Link](https://x.com/TriInvRsrch/status/1993410360368627814) 2025-11-25T20:04Z [---] followers, [--] engagements ".a real problem. So if you own bitcoin or you own USDC and you're in Bolivia and you want to buy a gallon of milk you've got to go from USDC to Bolivars and you got to get those Bolivars so that you can go buy the gallon of milk. And so we solve that problem every day $WU" [X Link](https://x.com/TriInvRsrch/status/1993440811170906349) 2025-11-25T22:05Z [---] followers, [--] engagements "The decrease was primarily due to ongoing end market volume declines within the U.S. This trend is not new and has persisted over the past several years and is consistent with the decrease in prescriptions for insulin vials as compared with insulin pens. $EMBC" [X Link](https://x.com/TriInvRsrch/status/1995524163570897239) 2025-12-01T16:03Z [---] followers, [--] engagements "I want to start though with electronification of everything. It's a term you hear us talk about electronification. Here everything as Terrence said is being electronified. $TEL" [X Link](https://x.com/TriInvRsrch/status/1995584687436185973) 2025-12-01T20:04Z [---] followers, [---] engagements "At Meta AI recommendation systems are delivering higher quality and more relevant content leading to more time spent on apps such as Facebook and threads $NVDA" [X Link](https://x.com/TriInvRsrch/status/1995615264113918432) 2025-12-01T22:05Z [---] followers, [--] engagements "The world hyperscalers a trillion-dollar industry are transforming search recommendations and content understanding from classical machine learning to generative AI. $NVDA" [X Link](https://x.com/TriInvRsrch/status/1995871829500854303) 2025-12-02T15:05Z [---] followers, [--] engagements "The clouds are sold out and our GPU installed base both new and previous generations including Blackwell Hopper and Ampere is fully utilized. $NVDA" [X Link](https://x.com/TriInvRsrch/status/1995917630956531890) 2025-12-02T18:07Z [---] followers, [--] engagements "we see DRAM content increasing. And we think that's a trend that will continue. $MU" [X Link](https://x.com/TriInvRsrch/status/1995946320121446404) 2025-12-02T20:01Z [---] followers, [--] engagements "the trend of everything is faster. And in trading the nanoseconds differentiations make a difference. People hedge funds in particular will pay a fair bit for that. $NDAQ" [X Link](https://x.com/TriInvRsrch/status/1995976271436689582) 2025-12-02T22:00Z [---] followers, [---] engagements "Q3 comp sales were down 2.7% reflecting continued softness in discretionary categories like home and apparel partially offset by growth in food and beverage $TGT" [X Link](https://x.com/TriInvRsrch/status/1996263912870985811) 2025-12-03T17:03Z [---] followers, [---] engagements "notable strength in beverages which were up nearly 7% in Q3 as guests leaned into our trend forward health and wellness assortment from prebiotic sodas to better-for-you energy drinks $TGT" [X Link](https://x.com/TriInvRsrch/status/1996580248402727137) 2025-12-04T14:00Z [---] followers, [--] engagements "Digital comparable sales grew 2.4% fueled by more than 35% growth in same-day delivery $TGT" [X Link](https://x.com/TriInvRsrch/status/1996595095013868009) 2025-12-04T14:59Z [---] followers, [--] engagements "On the industrial and commercial construction also here we have a lot of demand. Demand that comes from derisking of the former global supply chain most pronounced in the U.S. we call it reshoring. It is a trend that is ongoing for the last [--] years. - Sika AG" [X Link](https://x.com/TriInvRsrch/status/1996609942774751384) 2025-12-04T15:58Z [---] followers, [----] engagements "While apparel comps were down 5% we delivered meaningful growth in denim and sleepwear categories $TGT" [X Link](https://x.com/TriInvRsrch/status/1996625042466111747) 2025-12-04T16:58Z [---] followers, [--] engagements "an increase in the nonperforming retail portfolio reflecting a deterioration in nonperforming credit card and consumer loans which aligns with the overall systemic trend. $BBAR" [X Link](https://x.com/TriInvRsrch/status/1996670340525969645) 2025-12-04T19:58Z [---] followers, [--] engagements "While soybean and corn acreage is expected to grow at trend line pace in Brazil customer demand for equipment has been tempered due to the high interest rate environment $DE" [X Link](https://x.com/TriInvRsrch/status/1996685440187830663) 2025-12-04T20:58Z [---] followers, [--] engagements "Turning to the consumer. Guest ARE choiceful stretching budgets and prioritizing value they're spending it matters most especially in food essentials and beauty while looking for trend-right deals in discretionary categories $TGT" [X Link](https://x.com/TriInvRsrch/status/1996700288212984173) 2025-12-04T21:57Z [---] followers, [---] engagements "We saw the strongest sales around seasonal moments like back to school back to college and Halloween highlighting once again the importance of these holidays to our business $TGT" [X Link](https://x.com/TriInvRsrch/status/1996942644220760286) 2025-12-05T14:00Z [---] followers, [--] engagements "the market size in China is about [--] million patients about [--] million of those patients have mild to moderate Alzheimer's disease.They have an intensifying aging trend so those numbers of patients are expected to grow significantly over the coming decade. $ACOG" [X Link](https://x.com/TriInvRsrch/status/1996988186245869610) 2025-12-05T17:01Z [---] followers, [---] engagements ".seeing a huge fragmentation and atomization of politics in Argentina.The governors and the provinces are becoming the main players.And that is changing the Argentina economy and politics and we should -- and I believe this trend will continue $SUPV" [X Link](https://x.com/TriInvRsrch/status/1997003285597934069) 2025-12-05T18:01Z [---] followers, [---] engagements "we continue to see the overall trend towards humanization of pets along with couples choosing to either delay or forgo having children. $CENT" [X Link](https://x.com/TriInvRsrch/status/1997017881016480195) 2025-12-05T18:59Z [---] followers, [--] engagements "We are seeing just more content added to vehicles. I think this is still a growing trend. $TXN" [X Link](https://x.com/TriInvRsrch/status/1997032980309741613) 2025-12-05T19:59Z [---] followers, [--] engagements "on-trend categories like LGD fashion men's fashion gold jewelry and colored stones. $SIG" [X Link](https://x.com/TriInvRsrch/status/1997048338395681153) 2025-12-05T21:00Z [---] followers, [--] engagements "we're seeing the adult collector segment becoming an established part of the industry. It's already about 25% of the toy industry today. And we don't see that as a temporary trend or phenomenon. This is here to stay $MAT" [X Link](https://x.com/TriInvRsrch/status/1997063434375147690) 2025-12-05T22:00Z [---] followers, [---] engagements "Commercial loan growth is expected to trend in the mid- to high single-digit range contingent on improving macro conditions and client sentiment. $RY" [X Link](https://x.com/TriInvRsrch/status/1998044898965254499) 2025-12-08T15:00Z [---] followers, [--] engagements "we foresee tremendous long-term opportunity as advancements in AI fuel the emergence of content-rich humanoid robots positioning ADI at the forefront of the next wave of robotics innovation. $ADI" [X Link](https://x.com/TriInvRsrch/status/1998075349499019276) 2025-12-08T17:01Z [---] followers, [--] engagements "the humanoid I think this is a long-term market that we definitely want to participate. However I think it will take time to get to a humanoid. $AMBA" [X Link](https://x.com/TriInvRsrch/status/1998090203806806521) 2025-12-08T18:00Z [---] followers, [---] engagements "Protein demand isn't a passing trend. It's a sustained growing priority for so many different consumer groups. $HRL" [X Link](https://x.com/TriInvRsrch/status/1998408544815874537) 2025-12-09T15:05Z [---] followers, [--] engagements "Starting in mid-October we started to see a slowdown in our positive sales trend which we believe was partially driven by external disruptions from a prolonged government shutdown impacting consumer confidence. This has made for a challenging start to Q4. $SPWH" [X Link](https://x.com/TriInvRsrch/status/1998469194170442142) 2025-12-09T19:06Z [---] followers, [---] engagements "We're focused as I talked about at Investor Day of kind of reclaiming our spot as the best place to buy and sell Bitcoin in the United States $XYZ" [X Link](https://x.com/TriInvRsrch/status/1998788800001318949) 2025-12-10T16:16Z [---] followers, [---] engagements "Again as we talked about our media network being in the very early innings $DG" [X Link](https://x.com/TriInvRsrch/status/1998819250954277321) 2025-12-10T18:17Z [---] followers, [--] engagements "Specifically in Meals and Beverages we remain focused on brands and offerings that will continue to shape at-home cooking momentum because we believe it's a trend that's here to stay. $CPB" [X Link](https://x.com/TriInvRsrch/status/1999118221115285930) 2025-12-11T14:05Z [---] followers, [--] engagements "we believe this is a very attractive industry with a solid growth potential given the amount of infrastructure and other construction work that needs to be done $DE" [X Link](https://x.com/TriInvRsrch/status/1999179121814061468) 2025-12-11T18:07Z [---] followers, [--] engagements "humanoid I think this is a long-term market that we definitely want to participate. $AMBA" [X Link](https://x.com/TriInvRsrch/status/1999194221337583727) 2025-12-11T19:07Z [---] followers, [---] engagements "we've seen that even when customers are pinched in their wallet they seem like they're continuing to spend on convenience-oriented items. So I think that's generally a positive for our industry and for Instacart $CART" [X Link](https://x.com/TriInvRsrch/status/1999222910683087048) 2025-12-11T21:01Z [---] followers, [--] engagements "For health care providers this means more patient balances go unpaid payment cycles get longer and providers carry more financial risk. Hospitals and health systems have seen the number of days cash on hand declined by 28% since [----]. $PHR" [X Link](https://x.com/TriInvRsrch/status/1999496463584264403) 2025-12-12T15:08Z [---] followers, [--] engagements "we believe the industry is at the beginning of a trend of increasing investment in precision machines and data insight solutions to drive an increase in productivity. $DE" [X Link](https://x.com/TriInvRsrch/status/1999509298196390307) 2025-12-12T15:59Z [---] followers, [--] engagements "we have been hyper-focused on origination. $APO" [X Link](https://x.com/TriInvRsrch/status/1999541006690296122) 2025-12-12T18:05Z [---] followers, [--] engagements "long-term trend of modernization of software stack applications $DDOG" [X Link](https://x.com/TriInvRsrch/status/1999556106012754033) 2025-12-12T19:05Z [---] followers, [--] engagements "Our systems are much lighter than anybody else allowing you to put very heavy weapons very powerful weapons on very very small platform. That is what the clients want to see - Electro Optic Systems" [X Link](https://x.com/TriInvRsrch/status/1999586557037052375) 2025-12-12T21:06Z [---] followers, [---] engagements "wealth is going to grow. I think we're at the beginning of a really long trend. $APO" [X Link](https://x.com/TriInvRsrch/status/2000568023632269589) 2025-12-15T14:06Z [---] followers, [--] engagements "The demand for capital for -- from this global industrial renaissance that we're going through is just off the charts $APO" [X Link](https://x.com/TriInvRsrch/status/2000598474388132350) 2025-12-15T16:07Z [---] followers, [--] engagements "The customer demonstrated increasing price sensitivity and our holiday product assortments did not resonate as well as we had planned. $JILL" [X Link](https://x.com/TriInvRsrch/status/2000613699585994789) 2025-12-15T17:07Z [---] followers, [--] engagements "it was the first year that Cyber Monday had higher volumes than Black Friday $BRZE" [X Link](https://x.com/TriInvRsrch/status/2000629931609624855) 2025-12-15T18:12Z [---] followers, [--] engagements "The software-defined vehicle paradigm is rapidly extending into robotics with humanoids as a very exciting example. $GFS" [X Link](https://x.com/TriInvRsrch/status/2000660382818435272) 2025-12-15T20:13Z [---] followers, [--] engagements "traditional asset managers who are looking for the next thing because active management has not been a great market.they are hoping that the blend of public and private will help produce returns that beat indices. $APO" [X Link](https://x.com/TriInvRsrch/status/2000672215596187785) 2025-12-15T21:00Z [---] followers, [---] engagements "institutions looking at their debt and equity bucket understanding that private no longer meant alternative that private was just private and could be investment grade or not. $APO" [X Link](https://x.com/TriInvRsrch/status/2000961114021228941) 2025-12-16T16:08Z [---] followers, [--] engagements "The serving of individual clients whether they are institutional clients or wealth clients is actually quite expensive. To the extent we are relieved of that should I be willing to share some amount of the top line fee with the traditional of course I should. $APO" [X Link](https://x.com/TriInvRsrch/status/2000976465014427690) 2025-12-16T17:09Z [---] followers, [---] engagements "In insurance companies there is nothing but demand because assets that historically insurance companies might have seen spread in CLO spreads have completely and totally compressed $APO" [X Link](https://x.com/TriInvRsrch/status/2001004404921577774) 2025-12-16T19:00Z [---] followers, [--] engagements ".our consumer today has more money in their account than they did pre covet like 20% more. They're spending more than they have in the past. $KEY" [X Link](https://x.com/TriInvRsrch/status/2001019750403727541) 2025-12-16T20:01Z [---] followers, [---] engagements "On the lower income consumer I mean they'r.more stress. I mean we see that. $TFC" [X Link](https://x.com/TriInvRsrch/status/2001034605558661223) 2025-12-16T21:00Z [---] followers, [--] engagements "Insurance companies worldwide are desperate for assets that offer excess return per unit of risk. You cannot run an insurance company successfully and profitably if your only access is what exists in the public market $APO" [X Link](https://x.com/TriInvRsrch/status/2001293806185185446) 2025-12-17T14:10Z [---] followers, [---] engagements "Any asset we originate today has multiple buyers multiple times over. $APO" [X Link](https://x.com/TriInvRsrch/status/2001308905348202983) 2025-12-17T15:10Z [---] followers, [--] engagements "Credit is credit and the best you do is get paid back. $APO" [X Link](https://x.com/TriInvRsrch/status/2001324005236638142) 2025-12-17T16:10Z [---] followers, [--] engagements "All credit metrics are getting better. $KEY" [X Link](https://x.com/TriInvRsrch/status/2001352442777051524) 2025-12-17T18:03Z [---] followers, [---] engagements "I don't think we're going to be seeing data centers and space in the next couple of years except for people trying to demonstrate some capabilities. $FEIM" [X Link](https://x.com/TriInvRsrch/status/2001368045315637371) 2025-12-17T19:05Z [---] followers, [---] engagements "There's a chart on the wall of my office which is the projection of energy usage in [----] not -- and Bain McKinsey every great firm the spread is like a child throwing darts. $APO" [X Link](https://x.com/TriInvRsrch/status/2001397237977657521) 2025-12-17T21:01Z [---] followers, [---] engagements "if 401(k) happens which I believe it is going to in some form or fashion I think we're going to find out very quickly that our bottleneck is origination. $APO" [X Link](https://x.com/TriInvRsrch/status/2001701995510665568) 2025-12-18T17:12Z [---] followers, [--] engagements "bank balance sheet is ideally suited to do things that are short dated and highly rated. Our balance sheet is terrible for short-dated but really good for long. $APO" [X Link](https://x.com/TriInvRsrch/status/2001716591688622579) 2025-12-18T18:10Z [---] followers, [--] engagements "data centers in space.size weight and power become very very important. And so our products.come into play because we have radiation hardened synchronization time and frequency devices which are tailored for use in space. $FEIM" [X Link](https://x.com/TriInvRsrch/status/2001729426481123635) 2025-12-18T19:01Z [---] followers, [---] engagements "I see a huge market opportunity here data centers in space. I do in the long run. This is just an R&D at this phase $PL" [X Link](https://x.com/TriInvRsrch/status/2001744525987917961) 2025-12-18T20:01Z [---] followers, [--] engagements "An early use case has involved integrating AI into our pharmacy inventory system. This system now compares prescription drug pricing across vendors and autonomously and predictively reorders inventory improving our in-stocks to more than 98%. $COST" [X Link](https://x.com/TriInvRsrch/status/2001759625763524789) 2025-12-18T21:01Z [---] followers, [--] engagements "At the end of the day I think no one buys stocks and bonds in the public market anymore. They buy exposures. I think they're going to buy private market exposures. $APO" [X Link](https://x.com/TriInvRsrch/status/2002016317549826534) 2025-12-19T14:01Z [---] followers, [--] engagements "AI is lowering the cost of creating deep fakes and synthetic identities for fraudsters. $MITK" [X Link](https://x.com/TriInvRsrch/status/2002076468613165309) 2025-12-19T18:00Z [---] followers, [--] engagements "we're still investing quite a bit in microcontrollers. $MCHP" [X Link](https://x.com/TriInvRsrch/status/2002122013759189336) 2025-12-19T21:01Z [---] followers, [--] engagements "This trend further underscores the accelerated shift from plastics to aluminum $AZZ" [X Link](https://x.com/TriInvRsrch/status/2009685853191450729) 2026-01-09T17:57Z [---] followers, [--] engagements "I'm not very happy with the way Bitcoin incentivizes criminal activities. And that is a problem. $IBKR" [X Link](https://x.com/TriInvRsrch/status/2010803971544186955) 2026-01-12T20:00Z [---] followers, [--] engagements "We're now in the process of deploying AI tools in our gas business which we expect will improve inventory management $COST" [X Link](https://x.com/TriInvRsrch/status/2011075510760325134) 2026-01-13T13:59Z [---] followers, [--] engagements "the semiconductor content in a high-end industrial humanoid can reach [--] to 4x that of a modern automobile creating a massive opportunity $GFS" [X Link](https://x.com/TriInvRsrch/status/2011167114162266503) 2026-01-13T20:03Z [---] followers, [---] engagements "the compute needed to train the leading AI models has increased more than 4x every year and that trend is just continuing. $AMD" [X Link](https://x.com/TriInvRsrch/status/2012207585596686337) 2026-01-16T16:57Z [---] followers, [--] engagements "warehouses that are first to adopt this pre-scan technology have shown checkout speed improvements of up to 20%. $COST" [X Link](https://x.com/TriInvRsrch/status/2012237919269089377) 2026-01-16T18:58Z [---] followers, [--] engagements "I met with one of the most prominent algorithmic trading firms in New York.so far they're not allowing AI to actually make big risk decisions. Those are still being made by humans back at the office $ICE" [X Link](https://x.com/TriInvRsrch/status/2012953769403613573) 2026-01-18T18:22Z [---] followers, [---] engagements "Trend number three is the CapEx continues to grow.expecting another 50% CapEx growth this year $LSCC" [X Link](https://x.com/TriInvRsrch/status/2013672748753842500) 2026-01-20T17:59Z [---] followers, [--] engagements "Shift of the procedures outside the hospital is another trend that we're dealing with. $IART" [X Link](https://x.com/TriInvRsrch/status/2014066720164491272) 2026-01-21T20:05Z [---] followers, [--] engagements "Asset & Wealth Management.Revenue of $6.5 billion was up 13% year-on-year predominantly driven by growth in management fees on higher average market levels and strong net inflows as well as higher performance fees. $JPM" [X Link](https://x.com/TriInvRsrch/status/2014368962264641962) 2026-01-22T16:06Z [---] followers, [--] engagements "if you look at the semiconductors product right now the trend is you need to have a lower power consumption always and then high-speed performance. $TSM" [X Link](https://x.com/TriInvRsrch/status/2014427855653146836) 2026-01-22T20:00Z [---] followers, [--] engagements "Equities was up 40% with robust performance across the franchise particularly in Prime brokerage. $JPM" [X Link](https://x.com/TriInvRsrch/status/2014730091763503221) 2026-01-23T16:01Z [---] followers, [--] engagements "4 years of a declining market. The housing market forecast for [----] are flattish. - $SSD" [X Link](https://x.com/TriInvRsrch/status/2014792502180786483) 2026-01-23T20:09Z [---] followers, [--] engagements "$MCFT : Interest in outdoor recreation remains strong across all age groups benefiting all of our product lines and brands" [X Link](https://x.com/TriInvRsrch/status/1978887666344300909) 2025-10-16T18:16Z [---] followers, [--] engagements "The baby boomer silver tsunami is undeniable. The leading edge of the tsunami begins in [----] as the first baby boomers turn [--] years old and begin to enter the sweet spot of the typical age that residents move into senior living. $BKD" [X Link](https://x.com/TriInvRsrch/status/1991206086037180887) 2025-11-19T18:05Z [---] followers, [---] engagements "The gap between the pace of regulatory reform and the strength of consumer demand underscores cannabis' position as one of the fastest-growing categories in the CPG sector steadily catching up to alcohol and established consumer staple. $AAWH" [X Link](https://x.com/TriInvRsrch/status/1991929608808063477) 2025-11-21T18:00Z [---] followers, [--] engagements "on a combined basis our kids business continued its strong growth trend increasing approximately 22% year-over-year. $BKE" [X Link](https://x.com/TriInvRsrch/status/1993319261276950902) 2025-11-25T14:02Z [---] followers, [--] engagements "Gen Z is increasingly comfortable with AI tooling. $MTCH" [X Link](https://x.com/TriInvRsrch/status/1998773700766601241) 2025-12-10T15:16Z [---] followers, [--] engagements "You've got this big spending trend in AI $CRUS" [X Link](https://x.com/TriInvRsrch/status/2000645031020093566) 2025-12-15T19:12Z [---] followers, [---] engagements "Thus far we have seen a very strong start to the holiday quarter including record sales across the Black Friday and Cyber Monday weekend in our direct-to-consumer business. $VNCE" [X Link](https://x.com/TriInvRsrch/status/2002034184672690513) 2025-12-19T15:12Z [---] followers, [--] engagements "we're seeing this massive need for capital that is mostly investment grade $APO" [X Link](https://x.com/TriInvRsrch/status/2002064635327852586) 2025-12-19T17:13Z [---] followers, [---] engagements "Fixed income was up 7% year-on-year with strong performance in Securitized Products Rates and Currencies & Emerging Markets largely offset by lower revenue in Credit trading. $JPM" [X Link](https://x.com/TriInvRsrch/status/2016602182460510437) 2026-01-28T20:00Z [---] followers, [--] engagements "Wherever the universe has information wherever the universe has structure we could teach a large language model a form of language model to go understand that information to understand its representation and to turn that into an AI. $NVDA" [X Link](https://x.com/TriInvRsrch/status/2016934617652068808) 2026-01-29T18:01Z [---] followers, [--] engagements "Computing has been fundamentally reshaped as a result of accelerated computing as a result of artificial intelligence.What that means is.a couple of hundred billion dollars in VC funding each year is going into modernize and inventing this new world. A$NVDA" [X Link](https://x.com/TriInvRsrch/status/2016964566861918507) 2026-01-29T20:00Z [---] followers, [--] engagements "$DWS.DE: Zero interest rates or record-low interest rates are here to stay. #ESG is becoming licensed to operate for the industry at a more dynamic pace than ever before" [X Link](https://x.com/TriInvRsrch/status/1321566946215792645) 2020-10-28T21:38Z [---] followers, [--] engagements "ASM Pacific Technology Ltd: I think this competition is everywhere. So the more lucrative market is the more competition. Now we just simply have to up our gameThere's no magic formula honestly. https://execquotes.substack.com/p/executive-quotes-22522r=nsoe5&utm_campaign=post&utm_medium=web&s=w https://execquotes.substack.com/p/executive-quotes-22522r=nsoe5&utm_campaign=post&utm_medium=web&s=w" [X Link](https://x.com/TriInvRsrch/status/1499492138861666305) 2022-03-03T21:09Z [---] followers, [--] engagements "leasing markets are back pretty strong. We think they're going to continue to be strong. $CBRE" [X Link](https://x.com/TriInvRsrch/status/1991129833141903859) 2025-11-19T13:02Z [---] followers, [---] engagements "So today high 90% of our new sales are Cloud $TYL" [X Link](https://x.com/TriInvRsrch/status/1991160284434530620) 2025-11-19T15:03Z [---] followers, [--] engagements "challenges of water scarcity environmental changes and natural disaster mitigation. $GEOS" [X Link](https://x.com/TriInvRsrch/status/1993001918873178385) 2025-11-24T17:01Z [---] followers, [--] engagements "Across Europe we continue to see a clear need for new electricity supply $NPIFF" [X Link](https://x.com/TriInvRsrch/status/1993077668003430526) 2025-11-24T22:02Z [---] followers, [--] engagements "On fees the positive trend continues across all types of fees as our business activity continues to expand. - Bank Hapoalim" [X Link](https://x.com/TriInvRsrch/status/1993349712204706096) 2025-11-25T16:03Z [---] followers, [--] engagements "The second macro trend that is driving this growth is the reshoring of companies moving their manufacturing facilities and business to the Sunbelt because they want to strengthen their supply chains and avoid tariffs. $ROAD" [X Link](https://x.com/TriInvRsrch/status/1995600038890811790) 2025-12-01T21:05Z [---] followers, [---] engagements "Interactivity.drives value. It's been proven over and over.The revenue per hour is always higher when somebody is looking at something with their eyes and using their fingers and their hands to create something. $WMG" [X Link](https://x.com/TriInvRsrch/status/1995902531634168320) 2025-12-02T17:07Z [---] followers, [--] engagements "in China the overall demand recovery trend continues with stabilized regulatory environment and demand from social entertainment and education customers rebounded and gradually goes up. $API" [X Link](https://x.com/TriInvRsrch/status/1996233588430569486) 2025-12-03T15:02Z [---] followers, [--] engagements "Ocean capacity is projected to increase by 9% in [----] and approximately 77% of the capacity has already been sold. This equals to about $2.4 billion in advanced bookings at average rates of $783 compared to $749 at the same point for the [----] season. $VIK" [X Link](https://x.com/TriInvRsrch/status/1996248562129310033) 2025-12-03T16:02Z [---] followers, [--] engagements "Imports to the rest of the world increased 4.6% year-over-year to a new record high and remain on a strong upward trend over the past [--] years as lower commodity prices and a weaker U.S. dollar helped stimulate demand for raw materials. $SBLK" [X Link](https://x.com/TriInvRsrch/status/1996308708041605370) 2025-12-03T20:01Z [---] followers, [--] engagements "We expect mortgage growth in the low to mid-single-digit range reflecting continued stabilization in the Canadian housing market. $RY" [X Link](https://x.com/TriInvRsrch/status/1998029803774218648) 2025-12-08T14:00Z [---] followers, [--] engagements "customers continue to migrate from making payments in-store to online which is an important trend $CRMT" [X Link](https://x.com/TriInvRsrch/status/1998454094407807194) 2025-12-09T18:06Z [---] followers, [--] engagements "About [-----] baby boomers a day are retiring $THRY" [X Link](https://x.com/TriInvRsrch/status/1998845173191815625) 2025-12-10T20:00Z [---] followers, [---] engagements "There's a clear trend to outsourcing. $AZTA" [X Link](https://x.com/TriInvRsrch/status/1999571205633016184) 2025-12-12T20:05Z [---] followers, [--] engagements "a clear trend over the last [--] to [--] months is that more automation $CGNX" [X Link](https://x.com/TriInvRsrch/status/2001339104634544588) 2025-12-17T17:10Z [---] followers, [---] engagements "The other significant trend we talked about was the shift in care from hospitals to ASCs. $SNN" [X Link](https://x.com/TriInvRsrch/status/2001383648046493735) 2025-12-17T20:07Z [---] followers, [--] engagements "HVAC declined by 6% against a strong 9% comparable and weaker markets impacted by the industry's transition to new efficiency standards and weak new residential construction activity as well as a pressured consumer. $FERG" [X Link](https://x.com/TriInvRsrch/status/2002049284233974044) 2025-12-19T16:12Z [---] followers, [--] engagements "The humanization of pets trend will continue $GIS" [X Link](https://x.com/TriInvRsrch/status/2009655668400398362) 2026-01-09T15:57Z [---] followers, [---] engagements "the global cannabis trend continues $OGI" [X Link](https://x.com/TriInvRsrch/status/2010743070468296788) 2026-01-12T15:58Z [---] followers, [--] engagements "heavy users of compute you ask them what do they need to move faster And the answer is always the same more compute. When are they going to get more compute No time soon because there are natural limits and there are energy limits and there are regulatory limits . $APO" [X Link](https://x.com/TriInvRsrch/status/2011105709832741173) 2026-01-13T15:59Z [---] followers, [--] engagements "We are also investing in capabilities that align with emerging market needs. For example technical or sensor modification -- modernization special mission conversions and aerodynamic improvements that extend the operational value of existing aircraft platforms. $BUKS" [X Link](https://x.com/TriInvRsrch/status/2012253018968732139) 2026-01-16T19:58Z [---] followers, [---] engagements "Sales are continuing to trend higher. $RMCF" [X Link](https://x.com/TriInvRsrch/status/2013703325548716375) 2026-01-20T20:01Z [---] followers, [--] engagements "Another macro trend that is occurring is the regulatory trends continue to -- and the quality expectations continue to elevate. $WST" [X Link](https://x.com/TriInvRsrch/status/2014036521238569040) 2026-01-21T18:05Z [---] followers, [---] engagements "AI is driving data centers and power consumption through the roof. $PSTG" [X Link](https://x.com/TriInvRsrch/status/2014701401990152333) 2026-01-23T14:07Z [---] followers, [---] engagements "we expect NII to continue to trend higher. $MS" [X Link](https://x.com/TriInvRsrch/status/2016151205274153247) 2026-01-27T14:08Z [---] followers, [--] engagements "Why should a customer give a bank money at a noninterest-bearing account .An FDIC insured depository account it's a commodity.if this industry does not prepare to offer a value to the customer for the movement of money for the holding of money that money will move. $NEWT" [X Link](https://x.com/TriInvRsrch/status/2016209596642451617) 2026-01-27T18:00Z [---] followers, [---] engagements "SLB is the only international service company actively operating in Venezuela today as we are delivering a diverse set of services for NIC under their license with near a center of experience in Venezuela. $SLB" [X Link](https://x.com/TriInvRsrch/status/2017327204514881901) 2026-01-30T20:01Z [---] followers, [--] engagements "Our long-term ambition is clear to rebuild Intel as a compute platform of choice for the next era of AI-driven computing grounded in world-class engineering and accelerated road map and a renewal culture of execution. $INTC" [X Link](https://x.com/TriInvRsrch/status/2018716986956763444) 2026-02-03T16:03Z [---] followers, [--] engagements "As we review the fundamentals we continue to expect the market will require additional copper supplies to meet growing demand. $FCX" [X Link](https://x.com/TriInvRsrch/status/2018747060724396521) 2026-02-03T18:03Z [---] followers, [--] engagements "capacity continues to erode especially in the one-way truckload market where struggling carriers are running out of liquidity and large players continue to shift towards dedicated services. $KNX" [X Link](https://x.com/TriInvRsrch/status/2019441134045479143) 2026-02-05T16:01Z [---] followers, [--] engagements "Commercial loan generation continued its strong trend $IBCP" [X Link](https://x.com/TriInvRsrch/status/2018686914287591874) 2026-02-03T14:04Z [---] followers, [--] engagements "We think real estate has plenty of room to run. $BX" [X Link](https://x.com/anyuser/status/2022310037704896798) 2026-02-13T14:01Z [---] followers, [--] engagements "Multiplan Empreendimentos Imobiliarios SA : most of the people who get #coronavirus they are seated at home that is to say as if they had a common #flu. And only very rarely they are hospitalized now today and the #mortality rate below [--] years is equivalent to a common flu" [X Link](https://x.com/TriInvRsrch/status/1325458167854104576) 2020-11-08T15:20Z [---] followers, [--] engagements "$HEN.DE: the #hygiene trend which was I would say accelerated by the pandemic will also stay in [----] because I think it's not a trend. It will definitely change the consumer behavior and customer behavior going forward" [X Link](https://x.com/TriInvRsrch/status/1328501480366764033) 2020-11-17T00:53Z [---] followers, [--] engagements "$ATM.NZ: .there is a growing trend in #China towards China pride towards China #businesses. And in fact that trend is going on all over the world. As economic pressures press themselves into countries there is a national sense in many countries" [X Link](https://x.com/TriInvRsrch/status/1333771051696869382) 2020-12-01T13:52Z [---] followers, [--] engagements "according to Clarksons seaborne grain trade is expected to grow by 2% in [----] and by about the same in [----] to reach [---] million tons. Brazilian grain exports and increased soybean exports from the U.S. should keep supporting this trend hopefully well into [----]. $DSX" [X Link](https://x.com/TriInvRsrch/status/1993380161585397874) 2025-11-25T18:04Z [---] followers, [--] engagements "as customers begin to finally try to capture the promise of what comes with their AI opportunities. And there's been a buyer trend going on in the market which is a movement towards more outcome-based solutions. $ASGN" [X Link](https://x.com/TriInvRsrch/status/1993395261624787315) 2025-11-25T19:04Z [---] followers, [--] engagements "AI will revolutionize many businesses and I firmly believe that the field of radiology is one of them. - Pro Medicus" [X Link](https://x.com/TriInvRsrch/status/1993425711927873871) 2025-11-25T21:05Z [---] followers, [--] engagements "simply put our brand is better recognized.therefore it's natural that when you open a new store clients come to it much faster and buy more immediately as opposed to taking the time it used to take to get to know us and know if our products are good or not. $TBBB" [X Link](https://x.com/TriInvRsrch/status/1995569587929170193) 2025-12-01T19:04Z [---] followers, [---] engagements "Energy storage is an important trend and our battery business can support that trend. So we feel good about our long-term aspirations. $BWA" [X Link](https://x.com/TriInvRsrch/status/1995961419699982608) 2025-12-02T21:01Z [---] followers, [--] engagements "This trend is a reflection of a permanent change in the preferences of our customers towards digital banking solutions - Banco Bilbao Vizcaya Argentaria" [X Link](https://x.com/TriInvRsrch/status/1996338403600924709) 2025-12-03T21:59Z [---] followers, [--] engagements "We expect that global trend toward investment in AI will create a significant tailwind for our supply chain services. $ARW" [X Link](https://x.com/TriInvRsrch/status/1996959748118532468) 2025-12-05T15:08Z [---] followers, [--] engagements "very interesting trend in parts of the market like accounting where private equity as an industry has taken an interest in the professional services industries. There's a very rapid acquisition program going on and rollout program going on inside the accounting firms. $INTA" [X Link](https://x.com/TriInvRsrch/status/1998059999445319985) 2025-12-08T16:00Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TriInvRsrch Triangulated ResearchTriangulated Research posts on X about ai, $apo, in the, strong the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks finance cryptocurrencies technology brands countries financial services automotive brands currencies social networks
Social topic influence ai, $apo, in the, strong, business, market, we are, growth, investment, $nvda
Top accounts mentioned or mentioned by @saylor @snarkytrader
Top assets mentioned Apollo Global Management, Inc. (APO) NVIDIA Corp. (NVDA) Blackstone, Inc. (BX) Northrop Grumman Corporation (NOC) Bitcoin (BTC) Target Corporation (TGT) Centric Swap (CNS) Tesla, Inc. (TSLA) Strategy (MSTR) Deere & Company (DE) Costco Hot Dog (COST) JPMorgan Chase (JPM) Decentral Games ICE (ICE) Datadog Inc (DDOG) TripAdvisor, Inc. (TRIP) Royal Bank of Canada (RY) Ambarella, Inc. Ordinary Shares (AMBA) GlobalFoundries (GFS) Selfkey (KEY) Schlumberger NV (SLB) Royal Caribbean Cruises Ltd (RCL) Tyson Foods, Inc. (TSN) NextEra Energy Inc (NEE) Alphabet Inc Class A (GOOGL) ADAMANT Messenger (ADM) Cardinal Health Inc (CAH) Moon Tropica (CAH) Huntington Bancshares Incorporated (HBAN) Trane Technologies PLC (TT) ThunderCore (TT) ServiceNow Inc (NOW) Now Coin (NOW) Intercontinental Exchange Inc (ICE) MP Materials Corp. (MP) Alteryx, Inc. (AYX) Jabil, Inc. (JBL) Cigna Corp (CI) Masco, Corp. (MAS)
Top posts by engagements in the last [--] hours
"What if commercial real estate demand actually rises post COVID as office social distancing creates more total CRE demand"
X Link 2020-06-11T17:08Z [---] followers, [--] engagements
"Epiroc AB: the trend towards underground #mining continues"
X Link 2020-11-29T15:56Z [---] followers, [--] engagements
"$SBKK: based on a study by Redfin of [---] million consumers who searched for homes across [--] metro areas Greater #Sacramento was the most popular destination for #homebuyers looking to move to a different metro area"
X Link 2021-02-07T15:07Z [---] followers, [--] engagements
"Acciona SA: The decarbonization secular trend is picking up"
X Link 2021-08-14T12:39Z [---] followers, [--] engagements
"Cardinal Health Inc ( $CAH ): We are also investing to accelerate our growth businesses primarily at-Home Solutions where we've seen strong growth fueled by the secular trend of care shifting into the home. https://execquotes.substack.com/ https://execquotes.substack.com/"
X Link 2023-02-27T14:25Z [---] followers, [--] engagements
"Huntington Bancshares Inc ( $HBAN ): The underlying economy is actually performing quite well"
X Link 2023-03-12T15:11Z [---] followers, [--] engagements
"Trane Technologies PLC ( $TT ): But the megatrends the decarbonization digitization they're ramping up"
X Link 2023-03-12T15:12Z [---] followers, [--] engagements
"ServiceNow Inc ( $NOW ): .every company out there has to be a #digital -first company. If they don't become a digital-first company they won't be around very long"
X Link 2023-03-12T15:12Z [---] followers, [--] engagements
"Intercontinental Exchange Inc ( $ICE ): secular trend towards cleaner #energy continues and is a growth trend"
X Link 2023-03-20T14:52Z [---] followers, [--] engagements
"MP Materials Corp ( $MP ): the demand growth in electric vehicles drones robots wind is secular. It's not cyclical. https://execquotes.substack.com/p/executive-quotes-7223 https://execquotes.substack.com/p/executive-quotes-7223"
X Link 2023-07-03T01:46Z [---] followers, [--] engagements
"Alteryx Inc ( $AYX ): We have a massive opportunity in front of us. Companies are leaning into #data #analytics now more than ever. https://execquotes.substack.com/ https://execquotes.substack.com/"
X Link 2023-07-13T14:38Z [---] followers, [--] engagements
"$JBL: our growth and improved profitability this year continues to be driven by areas of our business benefiting from #secular growth like #EV health care renewable energy infrastructure and #cloud"
X Link 2023-07-21T15:40Z [---] followers, [--] engagements
"The Cigna Group ( $CI ): our pharmacy benefit services platform which we expect to grow 2% to 4% going forward. So it will still grow still has #secular tailwinds but not to the 8% to 12% growth rate of the specialty and care services platform"
X Link 2024-05-28T14:26Z [---] followers, [--] engagements
"Masco Corporation ( $MAS ): .people feeling confident to reinvest in their homes which is a strong secular trend. #housing"
X Link 2024-05-28T14:27Z [---] followers, [--] engagements
"Fortive Corporation ( $FTV ): .we've been very purposeful in the portfolio to align to higher growth secular trends. And one example of this is what's happening in -- across the world in the transition to a more sustainable future #decarbonization"
X Link 2024-05-29T17:51Z [---] followers, [--] engagements
"Voya Financial Inc. ( $VOYA ): #infrastructure could benefit from secular trends such as #digitization and #decarbonization which are likely to drive future investment into infrastructure"
X Link 2024-05-29T17:52Z [---] followers, [--] engagements
"Axalta Coating Systems Ltd. ( $AXTA ): the industrial business for us we have really experienced this secular downturn over the last several years. We're down about 20% in overall just volumesso we don't think there's much more downside there"
X Link 2024-05-29T17:53Z [---] followers, [--] engagements
"Apollo Global Management Inc. ( $APO ): Western societies are getting older. The need for #retirement income the failure of governments to provide the decline of DB plans you pick it. Retirement is a growth business. Retirement is another source of capital raising "
X Link 2024-06-04T13:50Z [---] followers, [--] engagements
"Hubbell Incorporated ( $HUBB ): .secular megatrends of #grid #automation and modernization"
X Link 2024-06-06T17:03Z [---] followers, [--] engagements
"$MSA : The safety market the secular trends continue to be really strong"
X Link 2024-06-07T14:15Z [---] followers, [--] engagements
"$CCI : .strong underlying demand for #mobile communications #infrastructure strong secular growth"
X Link 2024-06-07T14:15Z [---] followers, [--] engagements
"$JCI The demand for #data centers is accelerating globally with the next generation of data centers projected to be designed for more than [--] gigawatt of power consumption"
X Link 2024-06-09T19:21Z [---] followers, [--] engagements
"$JNJ .in surgery.clearly the next horizon is #robotics https://mktstrat.substack.com/p/the-stock-market-strategist-61624 https://mktstrat.substack.com/p/the-stock-market-strategist-61624"
X Link 2024-06-12T21:49Z [---] followers, [--] engagements
"$BRKR The artificial intelligence or #AI mega trend continues to be a tailwind for our semiconductor metrology and advanced packaging tools business"
X Link 2024-07-18T12:30Z [---] followers, [--] engagements
"$OKTA : The era of agentic #AI is already here. According to a recent Okta commissioned survey [--] out of [--] businesses now use AI agents"
X Link 2025-10-15T18:14Z [---] followers, [--] engagements
"$CRGO .the impact of the trade war is minor when compared to the secular trend of digitalization which really drives our long-term growth"
X Link 2025-10-15T20:14Z [---] followers, [--] engagements
"$ULS : .higher growth mega trends including the global energy transition the electrification of everything and digitalization"
X Link 2025-10-16T12:15Z [---] followers, [--] engagements
"$AVPT 85% of the CEOs now view cybersecurity as a critical growth driver according to Gartner's [----] CEO Survey. And while only 10% of organizations are fully prepared"
X Link 2025-10-16T15:15Z [---] followers, [--] engagements
"Private credit had nearly $1 billion of net inflows with strong CLO demand during the quarter in both the U.S. and EMEA as these products continue to offer meaningful value versus corporate bonds. $IVZ"
X Link 2025-10-29T18:51Z [---] followers, [--] engagements
".with ongoing investment in Pest Intelligence operating income margins improved to nearly 21% driven by our strong sales growth and the leverage we are generating from Pest Intelligence. $ECL"
X Link 2025-10-30T14:15Z [---] followers, [--] engagements
"The opportunity to scale Wingstop to over [-----] restaurants globally remain significant. We are now opening more than [--] Wingstop per day. $WING"
X Link 2025-11-04T16:58Z [---] followers, [--] engagements
"Financial results are the product of underlying good fundamentals. $APO"
X Link 2025-11-04T19:03Z [---] followers, [--] engagements
"Our business is financing the global industrial renaissance whether it's infrastructure energy energy transition data centers defense new manufacturing or robotics the demand for capital has never been stronger $APO"
X Link 2025-11-04T21:00Z [---] followers, [--] engagements
"Companies like ours.do not get to be big unless we are attached to fundamentals in the economy and essentially are a source of secular growth. $APO"
X Link 2025-11-04T22:00Z [---] followers, [--] engagements
"this trend towards autonomous operations which doesn't necessarily mean total lights-out factory sort of production as the Japanese were envisioning in the 1980s but it does mean a lot fewer people in difficult dangers hard-to-access areas. $ABB"
X Link 2025-11-18T18:06Z [---] followers, [----] engagements
"we continue to see rising customer interest for next-gen AI observability with over [----] customers sending us AI data $DDOG"
X Link 2025-11-18T19:00Z [---] followers, [--] engagements
"This quarter demonstrated how AI is driving transformative value across our business. $BIDU"
X Link 2025-11-18T22:00Z [---] followers, [---] engagements
"Bookings to Iceland and Norway more than doubled year-over-year. Spain Italy and Germany also grew by approximately 70%. $TRIP"
X Link 2025-11-18T23:00Z [---] followers, [---] engagements
"AI Cloud continued its strong growth trajectory. Within AI Cloud the area's most central to AI achieved the fastest growth. $BIDU"
X Link 2025-11-19T01:00Z [---] followers, [----] engagements
".nightmare scenarios that CIOs and CEOs fear which is information getting out that information being used with a competitor or the agents the unknown of like what are the agents doing with the information. $PEGA"
X Link 2025-11-19T14:03Z [---] followers, [--] engagements
"the baby boomer demographic that's obviously a wave that's about to impact or is impacting health care and is going to be impacting us as well. The oldest baby boomers will be turning [--] next year. $SCI"
X Link 2025-11-19T16:04Z [---] followers, [--] engagements
"AT&T and Verizon have more than [---] million customers. [--] million of them chose AT&T or Verizon because they had the best network back then. Now we have the best network and it's a huge opportunity for us $TMUS"
X Link 2025-11-19T17:02Z [---] followers, [--] engagements
"The more credit we sell the better it is for BTC and for the equity. And as the equity appreciates that's good for the credit and that's good for BTC. And as Bitcoin appreciates that's good for the credit that's good for the equity. $MSTR @saylor"
X Link 2025-11-19T19:02Z [---] followers, [--] engagements
"Europe stood out as a key growth region driven by increased flight capacity and travelers appetite for in-depth experiences. $TRIP"
X Link 2025-11-19T20:04Z [---] followers, [---] engagements
"Unless we go back to a ZIRP environment deposits are going to be a critical part of running a bank like they have for more than one thousand years. So that's the part where I think there's huge opportunity for us ahead of us. $QTWO"
X Link 2025-11-19T21:07Z [---] followers, [--] engagements
"The demand for fiber infrastructure to support data center growth continues to strengthen at an incredible rate. $DY"
X Link 2025-11-19T23:09Z [---] followers, [--] engagements
"we're seeing an incredible amount of inbound activity as a company not just here in the United States but everywhere in the world every single corner of the world $CRCL"
X Link 2025-11-20T00:01Z [---] followers, [---] engagements
"developments in AI in humanoid robotics we believe that over time will have a material impact on the way that businesses are run an even broader society. $BN"
X Link 2025-11-20T13:59Z [---] followers, [--] engagements
"we aim to deploy pre-installed mass-produced Robotaxi on a large scale and achieve the mass production of humanoid robots. $XPEV"
X Link 2025-11-20T14:59Z [---] followers, [---] engagements
"one of the fastest-growing segments of the electrification economy the UAV drone electric aviation and autonomous robotics. $KULR"
X Link 2025-11-20T16:00Z [---] followers, [---] engagements
"future order activity continues to be very good with strength driven by electric utility data center and natural gas market opportunities including large-scale LNG and related natural gas projects $POWL"
X Link 2025-11-20T17:00Z [---] followers, [--] engagements
"So they're using Mastercard cards to purchase stablecoins and crypto. That's incremental volume and incremental transactions from Mastercard and that's definitely accretive from a revenue standpoint. $MA"
X Link 2025-11-20T18:00Z [---] followers, [--] engagements
"growing tokenization of major asset classes on the back of the successful tokenization of the U.S. dollar via stable points. $BLSH"
X Link 2025-11-20T19:00Z [---] followers, [--] engagements
"we're encouraged that our recent Pro survey overall sentiment improved for small to medium Pros as they remain confident in their job prospects and report stable backlogs. $LOW"
X Link 2025-11-20T19:58Z [---] followers, [--] engagements
"I just want to buy stock ABC at this price. I've done my research. This is my thesis. Why do I have to wait for some old person who looks like me to ring a bell in the morning. It doesn't make any sense . every asset class will be trading 24/7 within [--] years. $HOOD"
X Link 2025-11-20T21:04Z [---] followers, [--] engagements
".he transition to a genetic and physical AI will be revolutionary giving rise to new applications companies products and services. $NVDA"
X Link 2025-11-21T16:59Z [---] followers, [--] engagements
"NVIDIA supply chain basically includes every technology company in the world. $NVDA"
X Link 2025-11-21T18:59Z [---] followers, [--] engagements
"@SnarkyTrader They say it a lot on the latest earnings call but don't define it that I have found"
X Link 2025-11-21T19:29Z [---] followers, [--] engagements
"increasing global demand for cannabis has currently resulted in a relatively supply-constrained environment in the domestic Canadian market $VFF"
X Link 2025-11-21T20:00Z [---] followers, [---] engagements
"Demand for AI infrastructure continues to exceed our expectations. $NVDA"
X Link 2025-11-21T20:53Z [---] followers, [--] engagements
"Veterinarians today face enormous pressure consolidation pricing challenges shrinking profit centers and persistent staffing shortages. They're doing more with less every single day. $ZOMDF"
X Link 2025-11-24T14:00Z [---] followers, [---] engagements
"we are achieving all-time high average selling prices for our U.S. insurance carriers. And in fact for the quarter our global insurance ASPs increased 6.8%. Our U.S. insurance ASPs increased 8.4%. $CPRT"
X Link 2025-11-24T16:01Z [---] followers, [---] engagements
"We train nurses in a moment when the country needs them more than ever. The nursing shortage will define the next decade. $APEI"
X Link 2025-11-24T18:02Z [---] followers, [--] engagements
"As for Industrial Technologies revenues were lower year-over-year reflective of our ongoing challenges in the engineering business. $MATW"
X Link 2025-11-24T19:03Z [---] followers, [--] engagements
"There are increasingly logistical challenges around the trade of sanctioned exposed oil and this was further amplified as LUKOIL and Rosneft were put under sanctions. $FRO"
X Link 2025-11-24T20:02Z [---] followers, [---] engagements
"We had Bitcoin Mining which was profitable. We sold all our Bitcoin. We bought into -- we bought Ethereum with that. We also had a very successful HPC business. So successful that we IPO-ed that business and we now own 71.5% of a real business. $BTBT"
X Link 2025-11-24T21:03Z [---] followers, [---] engagements
"Taiwan is also a country where there's a lot happening. And here you see another trend of phasing out of nuclear and replacing this with gas-fired power plants plus of course all the semiconductor business that is happening. - Siemens Energy AG"
X Link 2025-11-25T20:04Z [---] followers, [--] engagements
".a real problem. So if you own bitcoin or you own USDC and you're in Bolivia and you want to buy a gallon of milk you've got to go from USDC to Bolivars and you got to get those Bolivars so that you can go buy the gallon of milk. And so we solve that problem every day $WU"
X Link 2025-11-25T22:05Z [---] followers, [--] engagements
"The decrease was primarily due to ongoing end market volume declines within the U.S. This trend is not new and has persisted over the past several years and is consistent with the decrease in prescriptions for insulin vials as compared with insulin pens. $EMBC"
X Link 2025-12-01T16:03Z [---] followers, [--] engagements
"I want to start though with electronification of everything. It's a term you hear us talk about electronification. Here everything as Terrence said is being electronified. $TEL"
X Link 2025-12-01T20:04Z [---] followers, [---] engagements
"At Meta AI recommendation systems are delivering higher quality and more relevant content leading to more time spent on apps such as Facebook and threads $NVDA"
X Link 2025-12-01T22:05Z [---] followers, [--] engagements
"The world hyperscalers a trillion-dollar industry are transforming search recommendations and content understanding from classical machine learning to generative AI. $NVDA"
X Link 2025-12-02T15:05Z [---] followers, [--] engagements
"The clouds are sold out and our GPU installed base both new and previous generations including Blackwell Hopper and Ampere is fully utilized. $NVDA"
X Link 2025-12-02T18:07Z [---] followers, [--] engagements
"we see DRAM content increasing. And we think that's a trend that will continue. $MU"
X Link 2025-12-02T20:01Z [---] followers, [--] engagements
"the trend of everything is faster. And in trading the nanoseconds differentiations make a difference. People hedge funds in particular will pay a fair bit for that. $NDAQ"
X Link 2025-12-02T22:00Z [---] followers, [---] engagements
"Q3 comp sales were down 2.7% reflecting continued softness in discretionary categories like home and apparel partially offset by growth in food and beverage $TGT"
X Link 2025-12-03T17:03Z [---] followers, [---] engagements
"notable strength in beverages which were up nearly 7% in Q3 as guests leaned into our trend forward health and wellness assortment from prebiotic sodas to better-for-you energy drinks $TGT"
X Link 2025-12-04T14:00Z [---] followers, [--] engagements
"Digital comparable sales grew 2.4% fueled by more than 35% growth in same-day delivery $TGT"
X Link 2025-12-04T14:59Z [---] followers, [--] engagements
"On the industrial and commercial construction also here we have a lot of demand. Demand that comes from derisking of the former global supply chain most pronounced in the U.S. we call it reshoring. It is a trend that is ongoing for the last [--] years. - Sika AG"
X Link 2025-12-04T15:58Z [---] followers, [----] engagements
"While apparel comps were down 5% we delivered meaningful growth in denim and sleepwear categories $TGT"
X Link 2025-12-04T16:58Z [---] followers, [--] engagements
"an increase in the nonperforming retail portfolio reflecting a deterioration in nonperforming credit card and consumer loans which aligns with the overall systemic trend. $BBAR"
X Link 2025-12-04T19:58Z [---] followers, [--] engagements
"While soybean and corn acreage is expected to grow at trend line pace in Brazil customer demand for equipment has been tempered due to the high interest rate environment $DE"
X Link 2025-12-04T20:58Z [---] followers, [--] engagements
"Turning to the consumer. Guest ARE choiceful stretching budgets and prioritizing value they're spending it matters most especially in food essentials and beauty while looking for trend-right deals in discretionary categories $TGT"
X Link 2025-12-04T21:57Z [---] followers, [---] engagements
"We saw the strongest sales around seasonal moments like back to school back to college and Halloween highlighting once again the importance of these holidays to our business $TGT"
X Link 2025-12-05T14:00Z [---] followers, [--] engagements
"the market size in China is about [--] million patients about [--] million of those patients have mild to moderate Alzheimer's disease.They have an intensifying aging trend so those numbers of patients are expected to grow significantly over the coming decade. $ACOG"
X Link 2025-12-05T17:01Z [---] followers, [---] engagements
".seeing a huge fragmentation and atomization of politics in Argentina.The governors and the provinces are becoming the main players.And that is changing the Argentina economy and politics and we should -- and I believe this trend will continue $SUPV"
X Link 2025-12-05T18:01Z [---] followers, [---] engagements
"we continue to see the overall trend towards humanization of pets along with couples choosing to either delay or forgo having children. $CENT"
X Link 2025-12-05T18:59Z [---] followers, [--] engagements
"We are seeing just more content added to vehicles. I think this is still a growing trend. $TXN"
X Link 2025-12-05T19:59Z [---] followers, [--] engagements
"on-trend categories like LGD fashion men's fashion gold jewelry and colored stones. $SIG"
X Link 2025-12-05T21:00Z [---] followers, [--] engagements
"we're seeing the adult collector segment becoming an established part of the industry. It's already about 25% of the toy industry today. And we don't see that as a temporary trend or phenomenon. This is here to stay $MAT"
X Link 2025-12-05T22:00Z [---] followers, [---] engagements
"Commercial loan growth is expected to trend in the mid- to high single-digit range contingent on improving macro conditions and client sentiment. $RY"
X Link 2025-12-08T15:00Z [---] followers, [--] engagements
"we foresee tremendous long-term opportunity as advancements in AI fuel the emergence of content-rich humanoid robots positioning ADI at the forefront of the next wave of robotics innovation. $ADI"
X Link 2025-12-08T17:01Z [---] followers, [--] engagements
"the humanoid I think this is a long-term market that we definitely want to participate. However I think it will take time to get to a humanoid. $AMBA"
X Link 2025-12-08T18:00Z [---] followers, [---] engagements
"Protein demand isn't a passing trend. It's a sustained growing priority for so many different consumer groups. $HRL"
X Link 2025-12-09T15:05Z [---] followers, [--] engagements
"Starting in mid-October we started to see a slowdown in our positive sales trend which we believe was partially driven by external disruptions from a prolonged government shutdown impacting consumer confidence. This has made for a challenging start to Q4. $SPWH"
X Link 2025-12-09T19:06Z [---] followers, [---] engagements
"We're focused as I talked about at Investor Day of kind of reclaiming our spot as the best place to buy and sell Bitcoin in the United States $XYZ"
X Link 2025-12-10T16:16Z [---] followers, [---] engagements
"Again as we talked about our media network being in the very early innings $DG"
X Link 2025-12-10T18:17Z [---] followers, [--] engagements
"Specifically in Meals and Beverages we remain focused on brands and offerings that will continue to shape at-home cooking momentum because we believe it's a trend that's here to stay. $CPB"
X Link 2025-12-11T14:05Z [---] followers, [--] engagements
"we believe this is a very attractive industry with a solid growth potential given the amount of infrastructure and other construction work that needs to be done $DE"
X Link 2025-12-11T18:07Z [---] followers, [--] engagements
"humanoid I think this is a long-term market that we definitely want to participate. $AMBA"
X Link 2025-12-11T19:07Z [---] followers, [---] engagements
"we've seen that even when customers are pinched in their wallet they seem like they're continuing to spend on convenience-oriented items. So I think that's generally a positive for our industry and for Instacart $CART"
X Link 2025-12-11T21:01Z [---] followers, [--] engagements
"For health care providers this means more patient balances go unpaid payment cycles get longer and providers carry more financial risk. Hospitals and health systems have seen the number of days cash on hand declined by 28% since [----]. $PHR"
X Link 2025-12-12T15:08Z [---] followers, [--] engagements
"we believe the industry is at the beginning of a trend of increasing investment in precision machines and data insight solutions to drive an increase in productivity. $DE"
X Link 2025-12-12T15:59Z [---] followers, [--] engagements
"we have been hyper-focused on origination. $APO"
X Link 2025-12-12T18:05Z [---] followers, [--] engagements
"long-term trend of modernization of software stack applications $DDOG"
X Link 2025-12-12T19:05Z [---] followers, [--] engagements
"Our systems are much lighter than anybody else allowing you to put very heavy weapons very powerful weapons on very very small platform. That is what the clients want to see - Electro Optic Systems"
X Link 2025-12-12T21:06Z [---] followers, [---] engagements
"wealth is going to grow. I think we're at the beginning of a really long trend. $APO"
X Link 2025-12-15T14:06Z [---] followers, [--] engagements
"The demand for capital for -- from this global industrial renaissance that we're going through is just off the charts $APO"
X Link 2025-12-15T16:07Z [---] followers, [--] engagements
"The customer demonstrated increasing price sensitivity and our holiday product assortments did not resonate as well as we had planned. $JILL"
X Link 2025-12-15T17:07Z [---] followers, [--] engagements
"it was the first year that Cyber Monday had higher volumes than Black Friday $BRZE"
X Link 2025-12-15T18:12Z [---] followers, [--] engagements
"The software-defined vehicle paradigm is rapidly extending into robotics with humanoids as a very exciting example. $GFS"
X Link 2025-12-15T20:13Z [---] followers, [--] engagements
"traditional asset managers who are looking for the next thing because active management has not been a great market.they are hoping that the blend of public and private will help produce returns that beat indices. $APO"
X Link 2025-12-15T21:00Z [---] followers, [---] engagements
"institutions looking at their debt and equity bucket understanding that private no longer meant alternative that private was just private and could be investment grade or not. $APO"
X Link 2025-12-16T16:08Z [---] followers, [--] engagements
"The serving of individual clients whether they are institutional clients or wealth clients is actually quite expensive. To the extent we are relieved of that should I be willing to share some amount of the top line fee with the traditional of course I should. $APO"
X Link 2025-12-16T17:09Z [---] followers, [---] engagements
"In insurance companies there is nothing but demand because assets that historically insurance companies might have seen spread in CLO spreads have completely and totally compressed $APO"
X Link 2025-12-16T19:00Z [---] followers, [--] engagements
".our consumer today has more money in their account than they did pre covet like 20% more. They're spending more than they have in the past. $KEY"
X Link 2025-12-16T20:01Z [---] followers, [---] engagements
"On the lower income consumer I mean they'r.more stress. I mean we see that. $TFC"
X Link 2025-12-16T21:00Z [---] followers, [--] engagements
"Insurance companies worldwide are desperate for assets that offer excess return per unit of risk. You cannot run an insurance company successfully and profitably if your only access is what exists in the public market $APO"
X Link 2025-12-17T14:10Z [---] followers, [---] engagements
"Any asset we originate today has multiple buyers multiple times over. $APO"
X Link 2025-12-17T15:10Z [---] followers, [--] engagements
"Credit is credit and the best you do is get paid back. $APO"
X Link 2025-12-17T16:10Z [---] followers, [--] engagements
"All credit metrics are getting better. $KEY"
X Link 2025-12-17T18:03Z [---] followers, [---] engagements
"I don't think we're going to be seeing data centers and space in the next couple of years except for people trying to demonstrate some capabilities. $FEIM"
X Link 2025-12-17T19:05Z [---] followers, [---] engagements
"There's a chart on the wall of my office which is the projection of energy usage in [----] not -- and Bain McKinsey every great firm the spread is like a child throwing darts. $APO"
X Link 2025-12-17T21:01Z [---] followers, [---] engagements
"if 401(k) happens which I believe it is going to in some form or fashion I think we're going to find out very quickly that our bottleneck is origination. $APO"
X Link 2025-12-18T17:12Z [---] followers, [--] engagements
"bank balance sheet is ideally suited to do things that are short dated and highly rated. Our balance sheet is terrible for short-dated but really good for long. $APO"
X Link 2025-12-18T18:10Z [---] followers, [--] engagements
"data centers in space.size weight and power become very very important. And so our products.come into play because we have radiation hardened synchronization time and frequency devices which are tailored for use in space. $FEIM"
X Link 2025-12-18T19:01Z [---] followers, [---] engagements
"I see a huge market opportunity here data centers in space. I do in the long run. This is just an R&D at this phase $PL"
X Link 2025-12-18T20:01Z [---] followers, [--] engagements
"An early use case has involved integrating AI into our pharmacy inventory system. This system now compares prescription drug pricing across vendors and autonomously and predictively reorders inventory improving our in-stocks to more than 98%. $COST"
X Link 2025-12-18T21:01Z [---] followers, [--] engagements
"At the end of the day I think no one buys stocks and bonds in the public market anymore. They buy exposures. I think they're going to buy private market exposures. $APO"
X Link 2025-12-19T14:01Z [---] followers, [--] engagements
"AI is lowering the cost of creating deep fakes and synthetic identities for fraudsters. $MITK"
X Link 2025-12-19T18:00Z [---] followers, [--] engagements
"we're still investing quite a bit in microcontrollers. $MCHP"
X Link 2025-12-19T21:01Z [---] followers, [--] engagements
"This trend further underscores the accelerated shift from plastics to aluminum $AZZ"
X Link 2026-01-09T17:57Z [---] followers, [--] engagements
"I'm not very happy with the way Bitcoin incentivizes criminal activities. And that is a problem. $IBKR"
X Link 2026-01-12T20:00Z [---] followers, [--] engagements
"We're now in the process of deploying AI tools in our gas business which we expect will improve inventory management $COST"
X Link 2026-01-13T13:59Z [---] followers, [--] engagements
"the semiconductor content in a high-end industrial humanoid can reach [--] to 4x that of a modern automobile creating a massive opportunity $GFS"
X Link 2026-01-13T20:03Z [---] followers, [---] engagements
"the compute needed to train the leading AI models has increased more than 4x every year and that trend is just continuing. $AMD"
X Link 2026-01-16T16:57Z [---] followers, [--] engagements
"warehouses that are first to adopt this pre-scan technology have shown checkout speed improvements of up to 20%. $COST"
X Link 2026-01-16T18:58Z [---] followers, [--] engagements
"I met with one of the most prominent algorithmic trading firms in New York.so far they're not allowing AI to actually make big risk decisions. Those are still being made by humans back at the office $ICE"
X Link 2026-01-18T18:22Z [---] followers, [---] engagements
"Trend number three is the CapEx continues to grow.expecting another 50% CapEx growth this year $LSCC"
X Link 2026-01-20T17:59Z [---] followers, [--] engagements
"Shift of the procedures outside the hospital is another trend that we're dealing with. $IART"
X Link 2026-01-21T20:05Z [---] followers, [--] engagements
"Asset & Wealth Management.Revenue of $6.5 billion was up 13% year-on-year predominantly driven by growth in management fees on higher average market levels and strong net inflows as well as higher performance fees. $JPM"
X Link 2026-01-22T16:06Z [---] followers, [--] engagements
"if you look at the semiconductors product right now the trend is you need to have a lower power consumption always and then high-speed performance. $TSM"
X Link 2026-01-22T20:00Z [---] followers, [--] engagements
"Equities was up 40% with robust performance across the franchise particularly in Prime brokerage. $JPM"
X Link 2026-01-23T16:01Z [---] followers, [--] engagements
"4 years of a declining market. The housing market forecast for [----] are flattish. - $SSD"
X Link 2026-01-23T20:09Z [---] followers, [--] engagements
"$MCFT : Interest in outdoor recreation remains strong across all age groups benefiting all of our product lines and brands"
X Link 2025-10-16T18:16Z [---] followers, [--] engagements
"The baby boomer silver tsunami is undeniable. The leading edge of the tsunami begins in [----] as the first baby boomers turn [--] years old and begin to enter the sweet spot of the typical age that residents move into senior living. $BKD"
X Link 2025-11-19T18:05Z [---] followers, [---] engagements
"The gap between the pace of regulatory reform and the strength of consumer demand underscores cannabis' position as one of the fastest-growing categories in the CPG sector steadily catching up to alcohol and established consumer staple. $AAWH"
X Link 2025-11-21T18:00Z [---] followers, [--] engagements
"on a combined basis our kids business continued its strong growth trend increasing approximately 22% year-over-year. $BKE"
X Link 2025-11-25T14:02Z [---] followers, [--] engagements
"Gen Z is increasingly comfortable with AI tooling. $MTCH"
X Link 2025-12-10T15:16Z [---] followers, [--] engagements
"You've got this big spending trend in AI $CRUS"
X Link 2025-12-15T19:12Z [---] followers, [---] engagements
"Thus far we have seen a very strong start to the holiday quarter including record sales across the Black Friday and Cyber Monday weekend in our direct-to-consumer business. $VNCE"
X Link 2025-12-19T15:12Z [---] followers, [--] engagements
"we're seeing this massive need for capital that is mostly investment grade $APO"
X Link 2025-12-19T17:13Z [---] followers, [---] engagements
"Fixed income was up 7% year-on-year with strong performance in Securitized Products Rates and Currencies & Emerging Markets largely offset by lower revenue in Credit trading. $JPM"
X Link 2026-01-28T20:00Z [---] followers, [--] engagements
"Wherever the universe has information wherever the universe has structure we could teach a large language model a form of language model to go understand that information to understand its representation and to turn that into an AI. $NVDA"
X Link 2026-01-29T18:01Z [---] followers, [--] engagements
"Computing has been fundamentally reshaped as a result of accelerated computing as a result of artificial intelligence.What that means is.a couple of hundred billion dollars in VC funding each year is going into modernize and inventing this new world. A$NVDA"
X Link 2026-01-29T20:00Z [---] followers, [--] engagements
"$DWS.DE: Zero interest rates or record-low interest rates are here to stay. #ESG is becoming licensed to operate for the industry at a more dynamic pace than ever before"
X Link 2020-10-28T21:38Z [---] followers, [--] engagements
"ASM Pacific Technology Ltd: I think this competition is everywhere. So the more lucrative market is the more competition. Now we just simply have to up our gameThere's no magic formula honestly. https://execquotes.substack.com/p/executive-quotes-22522r=nsoe5&utm_campaign=post&utm_medium=web&s=w https://execquotes.substack.com/p/executive-quotes-22522r=nsoe5&utm_campaign=post&utm_medium=web&s=w"
X Link 2022-03-03T21:09Z [---] followers, [--] engagements
"leasing markets are back pretty strong. We think they're going to continue to be strong. $CBRE"
X Link 2025-11-19T13:02Z [---] followers, [---] engagements
"So today high 90% of our new sales are Cloud $TYL"
X Link 2025-11-19T15:03Z [---] followers, [--] engagements
"challenges of water scarcity environmental changes and natural disaster mitigation. $GEOS"
X Link 2025-11-24T17:01Z [---] followers, [--] engagements
"Across Europe we continue to see a clear need for new electricity supply $NPIFF"
X Link 2025-11-24T22:02Z [---] followers, [--] engagements
"On fees the positive trend continues across all types of fees as our business activity continues to expand. - Bank Hapoalim"
X Link 2025-11-25T16:03Z [---] followers, [--] engagements
"The second macro trend that is driving this growth is the reshoring of companies moving their manufacturing facilities and business to the Sunbelt because they want to strengthen their supply chains and avoid tariffs. $ROAD"
X Link 2025-12-01T21:05Z [---] followers, [---] engagements
"Interactivity.drives value. It's been proven over and over.The revenue per hour is always higher when somebody is looking at something with their eyes and using their fingers and their hands to create something. $WMG"
X Link 2025-12-02T17:07Z [---] followers, [--] engagements
"in China the overall demand recovery trend continues with stabilized regulatory environment and demand from social entertainment and education customers rebounded and gradually goes up. $API"
X Link 2025-12-03T15:02Z [---] followers, [--] engagements
"Ocean capacity is projected to increase by 9% in [----] and approximately 77% of the capacity has already been sold. This equals to about $2.4 billion in advanced bookings at average rates of $783 compared to $749 at the same point for the [----] season. $VIK"
X Link 2025-12-03T16:02Z [---] followers, [--] engagements
"Imports to the rest of the world increased 4.6% year-over-year to a new record high and remain on a strong upward trend over the past [--] years as lower commodity prices and a weaker U.S. dollar helped stimulate demand for raw materials. $SBLK"
X Link 2025-12-03T20:01Z [---] followers, [--] engagements
"We expect mortgage growth in the low to mid-single-digit range reflecting continued stabilization in the Canadian housing market. $RY"
X Link 2025-12-08T14:00Z [---] followers, [--] engagements
"customers continue to migrate from making payments in-store to online which is an important trend $CRMT"
X Link 2025-12-09T18:06Z [---] followers, [--] engagements
"About [-----] baby boomers a day are retiring $THRY"
X Link 2025-12-10T20:00Z [---] followers, [---] engagements
"There's a clear trend to outsourcing. $AZTA"
X Link 2025-12-12T20:05Z [---] followers, [--] engagements
"a clear trend over the last [--] to [--] months is that more automation $CGNX"
X Link 2025-12-17T17:10Z [---] followers, [---] engagements
"The other significant trend we talked about was the shift in care from hospitals to ASCs. $SNN"
X Link 2025-12-17T20:07Z [---] followers, [--] engagements
"HVAC declined by 6% against a strong 9% comparable and weaker markets impacted by the industry's transition to new efficiency standards and weak new residential construction activity as well as a pressured consumer. $FERG"
X Link 2025-12-19T16:12Z [---] followers, [--] engagements
"The humanization of pets trend will continue $GIS"
X Link 2026-01-09T15:57Z [---] followers, [---] engagements
"the global cannabis trend continues $OGI"
X Link 2026-01-12T15:58Z [---] followers, [--] engagements
"heavy users of compute you ask them what do they need to move faster And the answer is always the same more compute. When are they going to get more compute No time soon because there are natural limits and there are energy limits and there are regulatory limits . $APO"
X Link 2026-01-13T15:59Z [---] followers, [--] engagements
"We are also investing in capabilities that align with emerging market needs. For example technical or sensor modification -- modernization special mission conversions and aerodynamic improvements that extend the operational value of existing aircraft platforms. $BUKS"
X Link 2026-01-16T19:58Z [---] followers, [---] engagements
"Sales are continuing to trend higher. $RMCF"
X Link 2026-01-20T20:01Z [---] followers, [--] engagements
"Another macro trend that is occurring is the regulatory trends continue to -- and the quality expectations continue to elevate. $WST"
X Link 2026-01-21T18:05Z [---] followers, [---] engagements
"AI is driving data centers and power consumption through the roof. $PSTG"
X Link 2026-01-23T14:07Z [---] followers, [---] engagements
"we expect NII to continue to trend higher. $MS"
X Link 2026-01-27T14:08Z [---] followers, [--] engagements
"Why should a customer give a bank money at a noninterest-bearing account .An FDIC insured depository account it's a commodity.if this industry does not prepare to offer a value to the customer for the movement of money for the holding of money that money will move. $NEWT"
X Link 2026-01-27T18:00Z [---] followers, [---] engagements
"SLB is the only international service company actively operating in Venezuela today as we are delivering a diverse set of services for NIC under their license with near a center of experience in Venezuela. $SLB"
X Link 2026-01-30T20:01Z [---] followers, [--] engagements
"Our long-term ambition is clear to rebuild Intel as a compute platform of choice for the next era of AI-driven computing grounded in world-class engineering and accelerated road map and a renewal culture of execution. $INTC"
X Link 2026-02-03T16:03Z [---] followers, [--] engagements
"As we review the fundamentals we continue to expect the market will require additional copper supplies to meet growing demand. $FCX"
X Link 2026-02-03T18:03Z [---] followers, [--] engagements
"capacity continues to erode especially in the one-way truckload market where struggling carriers are running out of liquidity and large players continue to shift towards dedicated services. $KNX"
X Link 2026-02-05T16:01Z [---] followers, [--] engagements
"Commercial loan generation continued its strong trend $IBCP"
X Link 2026-02-03T14:04Z [---] followers, [--] engagements
"We think real estate has plenty of room to run. $BX"
X Link 2026-02-13T14:01Z [---] followers, [--] engagements
"Multiplan Empreendimentos Imobiliarios SA : most of the people who get #coronavirus they are seated at home that is to say as if they had a common #flu. And only very rarely they are hospitalized now today and the #mortality rate below [--] years is equivalent to a common flu"
X Link 2020-11-08T15:20Z [---] followers, [--] engagements
"$HEN.DE: the #hygiene trend which was I would say accelerated by the pandemic will also stay in [----] because I think it's not a trend. It will definitely change the consumer behavior and customer behavior going forward"
X Link 2020-11-17T00:53Z [---] followers, [--] engagements
"$ATM.NZ: .there is a growing trend in #China towards China pride towards China #businesses. And in fact that trend is going on all over the world. As economic pressures press themselves into countries there is a national sense in many countries"
X Link 2020-12-01T13:52Z [---] followers, [--] engagements
"according to Clarksons seaborne grain trade is expected to grow by 2% in [----] and by about the same in [----] to reach [---] million tons. Brazilian grain exports and increased soybean exports from the U.S. should keep supporting this trend hopefully well into [----]. $DSX"
X Link 2025-11-25T18:04Z [---] followers, [--] engagements
"as customers begin to finally try to capture the promise of what comes with their AI opportunities. And there's been a buyer trend going on in the market which is a movement towards more outcome-based solutions. $ASGN"
X Link 2025-11-25T19:04Z [---] followers, [--] engagements
"AI will revolutionize many businesses and I firmly believe that the field of radiology is one of them. - Pro Medicus"
X Link 2025-11-25T21:05Z [---] followers, [--] engagements
"simply put our brand is better recognized.therefore it's natural that when you open a new store clients come to it much faster and buy more immediately as opposed to taking the time it used to take to get to know us and know if our products are good or not. $TBBB"
X Link 2025-12-01T19:04Z [---] followers, [---] engagements
"Energy storage is an important trend and our battery business can support that trend. So we feel good about our long-term aspirations. $BWA"
X Link 2025-12-02T21:01Z [---] followers, [--] engagements
"This trend is a reflection of a permanent change in the preferences of our customers towards digital banking solutions - Banco Bilbao Vizcaya Argentaria"
X Link 2025-12-03T21:59Z [---] followers, [--] engagements
"We expect that global trend toward investment in AI will create a significant tailwind for our supply chain services. $ARW"
X Link 2025-12-05T15:08Z [---] followers, [--] engagements
"very interesting trend in parts of the market like accounting where private equity as an industry has taken an interest in the professional services industries. There's a very rapid acquisition program going on and rollout program going on inside the accounting firms. $INTA"
X Link 2025-12-08T16:00Z [---] followers, [---] engagements
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