# ![@equilyse1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1829453676387106817.png) @equilyse1 Equilyse

Equilyse posts on X about strong, ai, cash flow, acquisition the most. They currently have [---] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1829453676387106817/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:interactions.svg)

- [--] Week [-----] -56%
- [--] Month [-----] +240%
- [--] Months [------] -22%
- [--] Year [------] +209%

### Mentions: [--] [#](/creator/twitter::1829453676387106817/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:posts_active.svg)

- [--] Month [--] +24%
- [--] Months [---] -33%
- [--] Year [---] +129%

### Followers: [---] [#](/creator/twitter::1829453676387106817/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:followers.svg)

- [--] Week [---] +0.53%
- [--] Month [---] +2.20%
- [--] Months [---] +24%
- [--] Year [---] +175%

### CreatorRank: undefined [#](/creator/twitter::1829453676387106817/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [gaming](/list/gaming)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[strong](/topic/strong), [ai](/topic/ai), [cash flow](/topic/cash-flow), [acquisition](/topic/acquisition), [eps](/topic/eps), [longterm](/topic/longterm), [investment](/topic/investment), [tariffs](/topic/tariffs), [growth](/topic/growth), [company](/topic/company)

**Top accounts mentioned or mentioned by**
[@stockgutter](/creator/undefined) [@perplexityai](/creator/undefined) [@pernasresearch](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@karpathy](/creator/undefined) [@tmtbreakout](/creator/undefined) [@4drant](/creator/undefined)

**Top assets mentioned**
[Gains (GAINS)](/topic/gains) [Campbell Soup Company (CPB)](/topic/$cpb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Optimism (OP)](/topic/optimism) [Fiserv, Inc. (FI)](/topic/$fi) [Texas Instruments (TXN)](/topic/$txn) [Accenture (ACN)](/topic/$acn) [Basilisk (BSX)](/topic/$bsx) [Yum! Brands, Inc. (YUM)](/topic/$yum) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [American Electric Power Company Inc (AEP)](/topic/$aep) [Danaher Corporation (DHR)](/topic/$dhr) [Sherwin-Williams Co (SHW)](/topic/$shw)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ASML 3Q24 - [----] guidance cut - China market dynamics - Logic and DUV demand outlook"  
[X Link](https://x.com/equilyse1/status/1847685279626453403)  2024-10-19T17:04Z [---] followers, [---] engagements


"$SAP 3Q24 - Cloud Growth Momentum - Business AI - Strong OM% and FCF Pls like or retweet if you find it useful"  
[X Link](https://x.com/equilyse1/status/1848647605997232538)  2024-10-22T08:48Z [--] followers, [--] engagements


"$FI 3Q24 - 28% Clover growth - Cross-selling opportunities (SMB Bundle) - $DASH $WMT partnerships"  
[X Link](https://x.com/equilyse1/status/1848723708824666590)  2024-10-22T13:50Z [--] followers, [---] engagements


"$DHR 3Q24 - [--] qtrs of seq order improvement - Small customers not recovering as fast as large - [----] China outlook still unclear Please like or retweet if you find this useful"  
[X Link](https://x.com/equilyse1/status/1848725319286501619)  2024-10-22T13:57Z [--] followers, [---] engagements


"$SHW 3Q24 - Mixed 3Q in a choppy market - Rising input costs - price increases - Uncertain on the timing/pace of demand recovery in [----] Please like or retweet if you find this useful"  
[X Link](https://x.com/equilyse1/status/1848750657039200602)  2024-10-22T15:37Z [--] followers, [--] engagements


"$TXN 3Q24 - Asynchronous market behaviour - Strong China auto growth - Low inventory risk Please like or retweet if you find this useful"  
[X Link](https://x.com/equilyse1/status/1848838793832591398)  2024-10-22T21:28Z [---] followers, [--] engagements


"$STX 3Q24 - Further GM% growth - Built to order model = no cloud inventory - GenAI video = data growth Please like or retweet if you find this useful cc: $WDC"  
[X Link](https://x.com/equilyse1/status/1849026767970840839)  2024-10-23T09:55Z [--] followers, [--] engagements


"$CSGP 3Q24 - Sales reorg - Strong Homes dot com traction - Leading indicators = turnaround in CRE Please like or retweet if you find this useful"  
[X Link](https://x.com/equilyse1/status/1849112997974725032)  2024-10-23T15:37Z [--] followers, [--] engagements


"$LRCX 3Q24 - China going to 30% of total by Dec - WFE up in [----] LAM gaining share - NAND transitions to come back in [----] Please like or retweet if you find this useful"  
[X Link](https://x.com/equilyse1/status/1849460884877226495)  2024-10-24T14:40Z [---] followers, [--] engagements


"$WDC 1FQ25 - Ready for the split in Jan - Disciplined Capacity planning in HDD = high GM% - Enterprise SSD to get to 15% of shipments by year-end cc $STX Please like or retweet if you find this useful"  
[X Link](https://x.com/equilyse1/status/1849728602390012273)  2024-10-25T08:23Z [--] followers, [---] engagements


"MCHP Earnings Call summary"  
[X Link](https://x.com/equilyse1/status/1854282737655464400)  2024-11-06T22:00Z [--] followers, [--] engagements


"$NXPI Earnings Call summary"  
[X Link](https://x.com/equilyse1/status/1854290834092360064)  2024-11-06T22:32Z [--] followers, [--] engagements


"$TTWO Earnings Call summary:Take-Two focuses on cost cuts & mobile growth lowering FY24 outlook due to mobile ad revenue & NBA 2K24 performance. Strong pipeline & IP drive confidence in long-term growth. #TTWO #EarningsCall #Gaming"  
[X Link](https://x.com/equilyse1/status/1854471905463701759)  2024-11-07T10:32Z [--] followers, [--] engagements


"$CELH navigates market slowdown with inventory optimization & strategic partnerships. Q3 EBITDA down 96% but strong cash balance fuels growth initiatives. International expansion & PepsiCo collaboration key to long-term success. #CELH #EarningsCall #MarketVolatility"  
[X Link](https://x.com/equilyse1/status/1854475899892289844)  2024-11-07T10:48Z [--] followers, [---] engagements


"$CPNG Earnings Call summary: Coupang Q3: Strong revenue growth (32%) expanding margins & strategic investments in tech & infrastructure. Focus on new offerings market expansion & customer experience. Long-term growth potential remains strong. #Coupang #Earnings #E"  
[X Link](https://x.com/equilyse1/status/1854551300681117927)  2024-11-07T15:47Z [--] followers, [---] engagements


"$TDC Earnings Call summary: Teradata sees cloud migration shift but reaffirms full-year ARR outlook. Focus on free cash flow & EPS growth. AI & GenAI driving future growth. Expecting ARR growth in [----]. #TDC #EarningsCall"  
[X Link](https://x.com/equilyse1/status/1854565777099173942)  2024-11-07T16:45Z [--] followers, [--] engagements


"$WBD Earnings Call summary: Warner Bros. Discovery Q3 earnings show strong DTC growth with 7M new subscribers & $300M EBITDA. Focus on shareholder value through debt reduction & asset optimization. Studio & Networks undergoing transformation for improved profitability. #WBD #"  
[X Link](https://x.com/equilyse1/status/1854577578389942635)  2024-11-07T17:32Z [--] followers, [--] engagements


"$HUBS Earnings Call summary: HubSpot Q3 earnings: Strong revenue growth (23% YoY) AI focus across platform multi-hub adoption navigating value-conscious market. M&A strategy & focus on customer acquisition drive growth. #HUBS #Earnings"  
[X Link](https://x.com/equilyse1/status/1854579250440876286)  2024-11-07T17:38Z [--] followers, [--] engagements


"$APP: Strong Q3 results: Revenue up 39% EBITDA up 72%. E-commerce pilot exceeding expectations poised for significant growth in [----]. AXON tech driving performance AI software development underway. Share buybacks continue"  
[X Link](https://x.com/equilyse1/status/1854585467083047419)  2024-11-07T18:03Z [--] followers, [--] engagements


"$MTCH: Match Group focuses on profitability & shareholder value. Portfolio optimization margin expansion & Tinder's product transformation are key. Investor Day on Dec 11th will reveal [----] outlook & capital allocation strategy. #MTCH #Earnings"  
[X Link](https://x.com/equilyse1/status/1854590886945919007)  2024-11-07T18:24Z [--] followers, [---] engagements


"$DDOG: Datadog Q3 beats estimates with 28% revenue growth. AI-native customer base expands but volatility remains. Strong usage growth & federal government wins. Focus on GPU workloads & AI-driven observability. $DDOG well-position"  
[X Link](https://x.com/equilyse1/status/1854591564166607164)  2024-11-07T18:27Z [---] followers, [--] engagements


"$PTC: Company reports strong Q4 results focusing on go-to-market realignment for growth. Investing in R&D share buybacks and debt reduction. Navigating macro challenges with subscription model & customer focus. #EarningsCall #"  
[X Link](https://x.com/equilyse1/status/1854591922121126344)  2024-11-07T18:29Z [--] followers, [---] engagements


"$EPAM navigates tough market revenue flat in Q3 but expects growth in [----]. Focus on profitability global expansion and strategic acquisitions. #EPAM #Earnings #Tech"  
[X Link](https://x.com/equilyse1/status/1854598812041396274)  2024-11-07T18:56Z [--] followers, [---] engagements


"$MTCH: Match Group focuses on profitability & shareholder value through portfolio optimization margin expansion & product innovation. Tinder faces growth challenges but sees potential in AI. Investor Day on Dec 11th will reveal [----] outlook & strategy"  
[X Link](https://x.com/equilyse1/status/1854846194947964961)  2024-11-08T11:19Z [--] followers, [---] engagements


"$FTNT: Strong Q3 revenue growth driven by SaaS demand particularly SecOps & SASE. Company committed to profitability & strategic investments. Near-term challenges include large deal closures & SASE transition. Confident in long-term growth"  
[X Link](https://x.com/equilyse1/status/1854888498056380551)  2024-11-08T14:07Z [--] followers, [--] engagements


"$PINS: Pinterest's Q3 earnings show strong revenue growth (18%) driven by a full-funnel ads platform & focus on lower funnel. AI-driven ads & privacy-resilient measurement are key. User growth & engagement remain strong"  
[X Link](https://x.com/equilyse1/status/1854900068589224045)  2024-11-08T14:53Z [--] followers, [---] engagements


"$ANET: Arista's Q3 earnings show strong revenue growth driven by AI & campus networking. Revenue reached $1.81B exceeding guidance. Company projects 15-17% growth in [----] targeting"  
[X Link](https://x.com/equilyse1/status/1854901140204499201)  2024-11-08T14:57Z [---] followers, [---] engagements


"$BILL: Strong Q1 revenue growth exceeding expectations. Focus on new products market expansion and profitability. Slight Q2 deceleration expected but long-term growth remains confident. #BILL #EarningsCall"  
[X Link](https://x.com/equilyse1/status/1854903654693978616)  2024-11-08T15:07Z [--] followers, [--] engagements


"$ABNB: Strong Q3 results driven by core business growth & strategic investments. Global expansion & new offerings fuel future growth. Margin compression expected in Q4 due to increased investments but long-term expansion remains a priority"  
[X Link](https://x.com/equilyse1/status/1854912312286822863)  2024-11-08T15:42Z [--] followers, [--] engagements


"$TTD: Strong revenue growth driven by CTV & retail media. Focus on data & AI transparency and navigating the macro environment. Confident in future growth despite competition"  
[X Link](https://x.com/equilyse1/status/1854912669045998069)  2024-11-08T15:43Z [--] followers, [---] engagements


"$SQ: Strong Q3 results driven by Square & Cash App growth. Focus on profitability expansion product innovation & market expansion. Guidance raised targeting Rule of [--] by 2026"  
[X Link](https://x.com/equilyse1/status/1854913111838654752)  2024-11-08T15:45Z [--] followers, [---] engagements


"$MSI: Strong revenue growth robust demand and record orders drive profitability. Focus on recurring revenue & software growth. Continued investment in innovation & strategic M&A. Positive outlook for 2025"  
[X Link](https://x.com/equilyse1/status/1854920299986534547)  2024-11-08T16:13Z [--] followers, [--] engagements


"$CLPT: Strong Q3 revenue growth & reduced cash burn. Expanding product portfolio & global reach. Focus on profitability & minimally invasive procedures. Optimistic outlook for future growth"  
[X Link](https://x.com/equilyse1/status/1854946512524263447)  2024-11-08T17:58Z [--] followers, [---] engagements


"$AXON: Strong revenue growth exceeding expectations driven by robust demand & new markets. Focus on innovation AI & international expansion. EBITDA margins expanding outlook positive"  
[X Link](https://x.com/equilyse1/status/1854947245021708322)  2024-11-08T18:01Z [--] followers, [--] engagements


"$TTD: Strong Q3 revenue driven by CTV retail media & AI. Focus on objectivity & transparency amidst macro challenges. Cautiously optimistic outlook with continued market share gains expected"  
[X Link](https://x.com/equilyse1/status/1855386736509259907)  2024-11-09T23:07Z [--] followers, [--] engagements


"$EXPE: Strong Q3 results driven by consumer rebound & B2B growth. Marketing efficiencies & strategic investments fuel future growth. Focus on technology & innovation. Raised full-year guidance"  
[X Link](https://x.com/equilyse1/status/1855745174762062132)  2024-11-10T22:51Z [--] followers, [--] engagements


"$WBD: Strong DTC growth with subscriber gains & profitability. Networks optimizing costs Studios aiming for leadership. Deleveraging continues free cash flow used for debt reduction. Focus on shareholder value & global expansion"  
[X Link](https://x.com/equilyse1/status/1855915621344760094)  2024-11-11T10:09Z [--] followers, [---] engagements


"$MPWR: Strong revenue growth driven by new product ramps & diversified customer base. Enterprise data segment saw a temporary decline but expected to rebound. Positive outlook for Q4 & beyond. #MPS #EarningsCall"  
[X Link](https://x.com/equilyse1/status/1855990637474013598)  2024-11-11T15:07Z [--] followers, [---] engagements


"$MNDY: Strong revenue growth driven by pricing & customer expansion. Focus on upmarket & product innovation. Navigating macro headwinds but optimistic about future"  
[X Link](https://x.com/equilyse1/status/1856036907337298319)  2024-11-11T18:10Z [--] followers, [--] engagements


"$SPNS: SaaS transition impacts revenue growth in the short term but long-term potential remains strong. Solid execution across regions but extended sales cycles and competitive pressures persist. Company remains committed to expense management and long-term growth"  
[X Link](https://x.com/equilyse1/status/1856079852496908706)  2024-11-11T21:01Z [--] followers, [--] engagements


"$U: Strong Q3 results driven by strategic shift: customer focus pricing & product innovation. AI-powered tools & non-gaming expansion drive growth. Subscription revenue expected to surge"  
[X Link](https://x.com/equilyse1/status/1856099838364135931)  2024-11-11T22:21Z [--] followers, [---] engagements


"$FOUR: Strong Q3 results: Revenue & profit soar exceeding targets. Expansion into new markets & product innovation drive growth. Robust backlog & positive outlook signal continued success"  
[X Link](https://x.com/equilyse1/status/1856454068853448852)  2024-11-12T21:48Z [--] followers, [---] engagements


"$SHOP: Strong revenue growth fueled by B2B & international expansion. Focus on high-teens free cash flow margins while investing in growth initiatives. Strategic investments in product innovation & market expansion drive future success"  
[X Link](https://x.com/equilyse1/status/1856461588489785659)  2024-11-12T22:18Z [--] followers, [---] engagements


"$IAC: Strong digital revenue growth focus on profitability and strategic initiatives drive IAC's performance. Angi spin-off explored D/Cipher AI platform expanding and capital allocation focused on cash accumulation"  
[X Link](https://x.com/equilyse1/status/1856464170214101051)  2024-11-12T22:28Z [--] followers, [---] engagements


"$SPOT: Strong Q3 results driven by subscriber growth ARPU acceleration and improved gross margin. Focus on profitability and growth with investments in AI Marketplace and new markets. #Spotify #Earnings #Growth"  
[X Link](https://x.com/equilyse1/status/1856705726863077660)  2024-11-13T14:28Z [--] followers, [--] engagements


"$SWKS: Strong mobile growth gradual broad market recovery. Robust cash flow fuels dividends & buybacks. Inventory management focus. AI & M&A opportunities on horizon"  
[X Link](https://x.com/equilyse1/status/1856706424568492054)  2024-11-13T14:31Z [--] followers, [--] engagements


"$STNE: Strong Q3 results with revenue growth & improved profitability. Shifting to asset-light model maximizing shareholder returns. Managing financial expenses & interest rate sensitivity. Focused on monetization TPV growth & operational efficiency. Confident"  
[X Link](https://x.com/equilyse1/status/1856707164183658847)  2024-11-13T14:34Z [--] followers, [---] engagements


"$DAVA: Strong Q1 revenue growth driven by AI & core modernization. Large complex projects & GalaxE integration drive future growth. Margins expected to improve in H2. #AI #DigitalTransformation #Growth"  
[X Link](https://x.com/equilyse1/status/1856773147845861856)  2024-11-13T18:56Z [--] followers, [---] engagements


"$TSEM: Strong Q3 results driven by data center demand. Investing in capacity expansion & strategic M&A. Focus on high-speed data power & sensor markets. Cautious outlook for [----] due to mobile uncertainty"  
[X Link](https://x.com/equilyse1/status/1856986454108639624)  2024-11-14T09:04Z [--] followers, [--] engagements


"$DIS: Strong DTC growth strategic investments and a multi-year outlook for double-digit EPS growth. Content focus on quality international expansion and navigating linear network transition"  
[X Link](https://x.com/equilyse1/status/1857156135155114311)  2024-11-14T20:18Z [--] followers, [--] engagements


"$DLO: Strong Q3 rebound with record TPV & gross profit. Expansion in existing & new markets drives growth. Strategic investments & operational leverage fuel future success. Optimistic outlook for continued growth"  
[X Link](https://x.com/equilyse1/status/1857176203725025745)  2024-11-14T21:38Z [--] followers, [---] engagements


"$GLOB: Strong revenue growth improved profitability and positive outlook for [----]. AI adoption strategic acquisitions and a stabilizing macroeconomic environment drive growth. Focus on employee growth and utilization. Double-digit revenue growth expected in 20"  
[X Link](https://x.com/equilyse1/status/1857380974683701467)  2024-11-15T11:11Z [--] followers, [---] engagements


"$AMAT: Strong Q4 revenue growth driven by leading-edge logic & ICAPS demand. Outlook positive with 7% YoY revenue growth expected in Q1. Focus on services innovation & value-based pricing. China mix stable"  
[X Link](https://x.com/equilyse1/status/1857381408760594760)  2024-11-15T11:13Z [--] followers, [--] engagements


"$MRVI: Mixed Q2 results: strong EBITDA growth but margin variability due to startup costs product mix & R&D. New product launches & market expansion planned. Pharma spending patterns & pricing dynamics discussed. Improved margins expected in H2"  
[X Link](https://x.com/equilyse1/status/1857918594404978908)  2024-11-16T22:48Z [--] followers, [---] engagements


"$MRVI: Mixed Q3 results: Revenue slightly below expectations but positive outlook. Strategic acquisitions & operational improvements drive future growth. High fixed costs impact margins. Officinae Bio acquisition key to expansion"  
[X Link](https://x.com/equilyse1/status/1857919171071455371)  2024-11-16T22:50Z [--] followers, [----] engagements


"$FTNT: Strong Q3 results High profitability (30%+ margins) double-digit growth (12%+ CAGR) SASE/SecOps expansion hardware upgrade cycle fueling future growth & significant share buybacks"  
[X Link](https://x.com/equilyse1/status/1858597626377281594)  2024-11-18T19:46Z [--] followers, [--] engagements


"$CRTO: Retail Media drives strong growth projected to 2025+. $180M buyback shows confidence. AI-powered platform fuels expansion strategic partnerships & operational leverage. Market leader poised for significant growth"  
[X Link](https://x.com/equilyse1/status/1858598312158654526)  2024-11-18T19:49Z [---] followers, [--] engagements


"$BRC: Strong Q1 earnings beat expectations. Americas & Asia sales surged. New product bundles boosted growth. Gravotech integration progressing. Disciplined capital allocation & dividend increase. Positive outlook despite macro headwinds"  
[X Link](https://x.com/equilyse1/status/1858818728034496734)  2024-11-19T10:24Z [--] followers, [--] engagements


"$SYM: Strong Q4 revenue beat guidance but Q1 shows slight sequential dip despite YoY growth. Margins rebounded stabilizing before expansion. Focus on scaling operations innovation (vision tech) & strategic investments drive future profitability"  
[X Link](https://x.com/equilyse1/status/1858862999253008770)  2024-11-19T13:20Z [--] followers, [--] engagements


"$NVDA: Strong data center demand especially for new Blackwell GPU drives growth. Near-term margin compression expected but long-term outlook positive (mid-70s gross margins). Sovereign AI & inference markets fuel expansion. Gaming faces temporary"  
[X Link](https://x.com/equilyse1/status/1859610539917299744)  2024-11-21T14:51Z [--] followers, [--] engagements


"$PANW: Strong Q1 results: 40% NGS ARR growth margin expansion & raised FY25 guidance. Platform strategy fuels large deals & long-term growth. AI & automation boost efficiency. Positive outlook despite macro uncertainty"  
[X Link](https://x.com/equilyse1/status/1859611752389861576)  2024-11-21T14:56Z [--] followers, [--] engagements


"$SNOW: Strong Q3 results exceed expectations. Increased FY25 revenue guidance & improved margins. New AI products drive growth. Consumption model shift impacts expansion but retention remains strong. Aggressive share buybacks. Positive outlook"  
[X Link](https://x.com/equilyse1/status/1859612188295450934)  2024-11-21T14:57Z [--] followers, [--] engagements


"$WIX: Strong Q3 results exceed expectations. Bookings up 16% exceeding Rule of [--]. AI boosts conversions & growth in both Self Creators & Partners segments. Increased margin & positive outlook for 2025"  
[X Link](https://x.com/equilyse1/status/1859612986689638630)  2024-11-21T15:01Z [--] followers, [--] engagements


"$TJX: Strong Q3 results Top-line growth fueled by market share gains & value-conscious consumers. Merchandise margins expanded. Positive outlook for holiday season & beyond despite macro headwinds. International expansion progressing well"  
[X Link](https://x.com/equilyse1/status/1859614411469578291)  2024-11-21T15:06Z [--] followers, [--] engagements


"$TGT: Strong Q3 results Top-line growth fueled by market share gains & effective inventory management. Positive outlook despite economic headwinds; confident holiday season ahead. More detailed guidance to come"  
[X Link](https://x.com/equilyse1/status/1859614894619861151)  2024-11-21T15:08Z [--] followers, [--] engagements


"$ESTC: Strong Q2 rebound exceeding expectations; large enterprise growth fuels positive results. Conservative full-year guidance persists due to Q1 headwinds & cloud uncertainty. Generative AI a key driver but sales force optimization ongoing"  
[X Link](https://x.com/equilyse1/status/1859974390756118956)  2024-11-22T14:57Z [--] followers, [--] engagements


"$INTU: Strong Q1 revenue growth (10%) exceeding expectations. Q2 guidance lower due to strategic investments not weakness. AI integration & mid-market expansion key drivers. Long-term outlook positive projecting double-digit revenue growth"  
[X Link](https://x.com/equilyse1/status/1860074145889026519)  2024-11-22T21:33Z [--] followers, [--] engagements


"$CPRT: Strong Q1 results: Increased income & free cash flow despite margin headwinds. Growth driven by higher loss frequency strategic investments & international expansion. ADAS impact offset by other factors; confident in future growth"  
[X Link](https://x.com/equilyse1/status/1860075177884942388)  2024-11-22T21:37Z [--] followers, [--] engagements


"$PDD: Strong revenue growth but lower profit due to strategic investments in ecosystem development & merchant support. Intensified competition & macroeconomic factors impacted margins. Long-term growth strategy prioritized over short-term gains"  
[X Link](https://x.com/equilyse1/status/1860076098769551377)  2024-11-22T21:41Z [--] followers, [--] engagements


"$ADI: Q4 beat expectations; revenue up sequentially. Industrial sector recovery expected driving FY25 growth. Automotive strong. Margins to improve. CapEx moderation boosts free cash flow. Positive long-term outlook"  
[X Link](https://x.com/equilyse1/status/1861534773841129739)  2024-11-26T22:17Z [--] followers, [--] engagements


"$SMTC: Strong Q3 results driven by data center growth especially CopperEdge. Positive Q4 outlook with margin expansion & operational leverage. Portfolio rationalization underway focusing on core growth. Data center segment to lead future growth"  
[X Link](https://x.com/equilyse1/status/1861537479460847855)  2024-11-26T22:28Z [--] followers, [---] engagements


"$HPQ: Flat revenue EPS up 3%. FY25 growth projected driven by AI PCs & "future of work" initiatives. 100% FCF return to shareholders relying on buybacks. Navigating commodity costs strong"  
[X Link](https://x.com/equilyse1/status/1862122511741440159)  2024-11-28T13:12Z [--] followers, [--] engagements


"$NTNX: Beat Q1 expectations but cautious full-year outlook due to macro uncertainty & increased investments. Strong free cash flow but lower margin projections for H2. Revenue growth expected but sales cycles lengthening"  
[X Link](https://x.com/equilyse1/status/1862123247527227714)  2024-11-28T13:15Z [--] followers, [---] engagements


"$DELL: Strong Q3 profitability despite muted revenue growth. Strategic shift to services & AI fuels future expansion. Cautious outlook reflects macro headwinds. Cost optimization key to margin strength"  
[X Link](https://x.com/equilyse1/status/1862123632765641150)  2024-11-28T13:17Z [--] followers, [--] engagements


"$ADSK: Strong Q3 results exceed expectations raising full-year guidance. New transaction model boosts long-term margins & free cash flow despite near-term headwinds. Macroeconomic factors impact growth but innovation in cloud & construction drives positive outlook"  
[X Link](https://x.com/equilyse1/status/1862123877150949387)  2024-11-28T13:18Z [--] followers, [--] engagements


"$WDAY: Strong Q3 results; 16% subscription revenue growth. AI driving future growth but Q1 FY26 slowdown expected due to deal timing. Maintaining mid-teens growth target. European headwinds acknowledged but confidence remains high"  
[X Link](https://x.com/equilyse1/status/1862124551880294875)  2024-11-28T13:21Z [--] followers, [--] engagements


"$ANF: Strong Q3 results exceed expectations Raised full-year outlook; sustainable margin expansion driven by inventory mgmt & reduced promotions. Global growth & strong holiday outlook. Share repurchases continue"  
[X Link](https://x.com/equilyse1/status/1862127182572822864)  2024-11-28T13:31Z [--] followers, [--] engagements


"$CRWD: Resilient Q3 despite July incident. Strong retention (97%+ gross 115% net). Falcon Flex drives future growth. Headwinds impacting Q4 visibility but ARR reacceleration expected H2 FY2"  
[X Link](https://x.com/equilyse1/status/1862128816870814009)  2024-11-28T13:38Z [--] followers, [--] engagements


"$BBY: Mixed Q3 results: Revenue slightly down but margins beat expectations. Cautious Q4 outlook due to uneven consumer demand & promotional environment. Services & membership growth offsetting headwinds. Focus on cost control & strategic pricing"  
[X Link](https://x.com/equilyse1/status/1862131640610533466)  2024-11-28T13:49Z [--] followers, [--] engagements


"$ASO: Mixed Q2 results: Sales soft but gross margin expanded & free cash flow surged. Revised guidance lower due to weather & distribution issues but August shows improvement. Focus on inventory discipline omnichannel growth & value offerings"  
[X Link](https://x.com/equilyse1/status/1862579342141718529)  2024-11-29T19:28Z [--] followers, [--] engagements


"$ULTA: Softer sales & margin pressure; intense competition & ERP transition hurt Q2. Promotional strategies ineffective. Long-term outlook positive focusing on digital & loyalty. Revised guidance reflects near-term headwinds"  
[X Link](https://x.com/equilyse1/status/1862579591828611234)  2024-11-29T19:29Z [--] followers, [--] engagements


"$GOGL: Strong Q3 results; $0.30 dividend declared. Positive outlook despite market volatility. Fleet renewal strategy & focus on dividends over buybacks. Healthy cargo volumes & low order book support market fundamentals"  
[X Link](https://x.com/equilyse1/status/1863290007898718700)  2024-12-01T18:32Z [--] followers, [--] engagements


"$FRO: Challenging market lower Q3 profits but strong balance sheet & liquidity offer resilience. Geopolitical uncertainty impacts tanker rates; long-term outlook positive due to robust petrochemical demand. Cautious optimism for 2025"  
[X Link](https://x.com/equilyse1/status/1863290600356811059)  2024-12-01T18:34Z [--] followers, [--] engagements


"$DLTR: Mixed Q2 results; EPS below expectations due to liability adjustment & weaker sales. Multi-price point rollout progressing showing promise but behind schedule. Macro headwinds impact consumer spending. Full-year outlook lowered but confidence in long-term"  
[X Link](https://x.com/equilyse1/status/1863291002879983945)  2024-12-01T18:36Z [--] followers, [--] engagements


"$FL: Positive sales & comp growth; gross margin expansion. Full-year guidance reaffirmed. "Lace Up" plan driving success. Inventory down costs optimized. Positive outlook despite economic headwinds"  
[X Link](https://x.com/equilyse1/status/1863291452169634201)  2024-12-01T18:37Z [--] followers, [--] engagements


"$PVH: Beat EPS guidance; revenue slightly down. Strong North American performance; cost management key. Reaffirmed full-year guidance; focused on quality sales & inventory optimization. Long-term 15% EBIT margin target remains"  
[X Link](https://x.com/equilyse1/status/1863291888855326934)  2024-12-01T18:39Z [--] followers, [--] engagements


"$ATHM: Resilient despite auto price wars. Diversification & Ping An synergy drive growth. Shareholder returns prioritized. NEV market focus fuels optimism. Cautious outlook for 2025"  
[X Link](https://x.com/equilyse1/status/1863523422980001840)  2024-12-02T09:59Z [---] followers, [--] engagements


"$KR: Solid Q2 results despite cost pressures. Full-year guidance reaffirmed; margin expansion expected via cost cuts & shrink reduction. Increased CapEx reflects growth strategy. Navigating economic headwinds confident in future growth"  
[X Link](https://x.com/equilyse1/status/1863614729001796085)  2024-12-02T16:02Z [--] followers, [--] engagements


"$ULTA: Soft Q2 sales & margins due to competition & ERP issues. Revised outlook reflects continued pressure but long-term confidence remains. Strategic initiatives focus on digital loyalty & services. Promotional impact needs optimization"  
[X Link](https://x.com/equilyse1/status/1863615621952352535)  2024-12-02T16:06Z [--] followers, [--] engagements


"$ZS: Record Q1 results Revenue up 26% bookings 30% operating margin 21% free cash flow margin 46%. Strong demand for Zero Trust & AI solutions fuels market share gains. Guidance raised"  
[X Link](https://x.com/equilyse1/status/1863972533667512613)  2024-12-03T15:44Z [--] followers, [--] engagements


"$TXN: Cautiously optimistic outlook. Long-term capacity investments & strategic flexibility offsetting near-term market weakness. Focus on market share recovery inventory management & key growth sectors (industrial automotive). China remains a key market"  
[X Link](https://x.com/equilyse1/status/1864064378376421557)  2024-12-03T21:49Z [--] followers, [--] engagements


"$INTU: Strong Q1 results driven by AI & online growth. Cautious outlook for H2 due to strategic investments but long-term growth remains robust. AI boosts efficiency & revenue. Credit Karma rebounds. Macro environment viewed as stable"  
[X Link](https://x.com/equilyse1/status/1864066261707112484)  2024-12-03T21:56Z [--] followers, [--] engagements


"$DBX: Flat [----] revenue driven by core business maturity & headwinds. Cost cuts boost margins to 37.5%. AI tool "Dash" offers uncertain growth potential. Free cash flow $950M+"  
[X Link](https://x.com/equilyse1/status/1864066751270474080)  2024-12-03T21:58Z [--] followers, [---] engagements


"$SQ: Growth via expanded lending & sales/marketing. Improved operating margins projected via efficiency gains & strong ROIC (20%+ Square 30%+ Afterpay/Cash App). Hybrid distribution strategy & focus on customer acquisition & retention"  
[X Link](https://x.com/equilyse1/status/1864067160135352511)  2024-12-03T22:00Z [--] followers, [--] engagements


"$BMY: Strong Q3 growth; new drug launches offsetting generic competition. Pipeline robust focusing on oncology & immunology. Cost-cutting & debt reduction initiatives underway. Top-tier growth projected by 2030"  
[X Link](https://x.com/equilyse1/status/1864068327653450000)  2024-12-03T22:04Z [--] followers, [--] engagements


"$MRVL: AI-driven revenue surge exceeds projections. Strong custom silicon growth & diversified customer base fuel robust FY26 outlook. Non-GAAP margins impressive despite restructuring. Positive forward guidance"  
[X Link](https://x.com/equilyse1/status/1864238872546127952)  2024-12-04T09:22Z [--] followers, [--] engagements


"$DCI: Strong Q1 results: 6% revenue growth 11% EPS increase. Aftermarket sales boom offsetting weak on-road production. Strategic investments & footprint optimization drive future growth. Positive outlook despite macro headwinds"  
[X Link](https://x.com/equilyse1/status/1864239289875198060)  2024-12-04T09:24Z [--] followers, [---] engagements


"$CNM: Strong Q3 results despite softer macro. Margin expansion (30-50 bps annually) via productivity & M&A (10 acquisitions in FY24). Robust cash flow fuels growth & shareholder returns (buybacks). Positive"  
[X Link](https://x.com/equilyse1/status/1864239766406926738)  2024-12-04T09:26Z [--] followers, [--] engagements


"$OKTA: Strong Q3 beat FY25 guidance raised (15% revenue growth). New products drive growth offsetting macro headwinds. Profitable growth focus; NRR to trough mid-FY26. Optimistic outlook"  
[X Link](https://x.com/equilyse1/status/1864240745986588675)  2024-12-04T09:30Z [--] followers, [--] engagements


"$CRM: Strong Q3 results exceed expectations. AI-powered Agentforce drives growth & efficiency boosting profitability & cash flow. "More Core" platform integration streamlines offerings. Positive outlook fueled by AI & expanded sales force"  
[X Link](https://x.com/equilyse1/status/1864241168260768077)  2024-12-04T09:31Z [--] followers, [---] engagements


"$PSTG: Strong Q3 driven by massive hyperscaler deal; FY25 guidance raised. Macro headwinds & CapEx shift impact near-term growth. Hyperscaler revenue significant in FY27. Evergreen subscriptions slowed; margins pressured"  
[X Link](https://x.com/equilyse1/status/1864241577587093616)  2024-12-04T09:33Z [--] followers, [--] engagements


"Here we have our AI picking key themes are at part of the investment debate 1- Customers happy to pay. Most thought $2 per query is too much 2- Agents help cross selling. Data cloud and even Slack 3- Lots of traction of Agentforce $CRM #GenAI $CRM: Strong Q3 results exceed expectations. AI-powered Agentforce drives growth & efficiency boosting profitability & cash flow. "More Core" platform integration streamlines offerings. Positive outlook fueled by AI & expanded sales force. https://t.co/rQ2biYOAb9 $CRM: Strong Q3 results exceed expectations. AI-powered Agentforce drives growth &"  
[X Link](https://x.com/equilyse1/status/1864320522596634711)  2024-12-04T14:47Z [--] followers, [---] engagements


"$MRVI: Mixed Q3 results: weak revenue high fixed costs impacting margins. Bioprocessing & NAP markets soft. Officinae acquisition planned for [----]. [----] guidance pending; long-term growth outlook positive"  
[X Link](https://x.com/equilyse1/status/1864401025295114244)  2024-12-04T20:06Z [--] followers, [---] engagements


"$CXM: Strategic pivot: revitalizing core products & improving services profitability. Sales restructuring underway; Rule of [--] below target but optimism for future growth via operational improvements & new product launches. FY26 guidance deferred"  
[X Link](https://x.com/equilyse1/status/1864585936433979493)  2024-12-05T08:21Z [--] followers, [---] engagements


"$CPB: Sales up 10% (Sovos acquisition boosts results) EPS down 2%. Cost savings offset inflation. Sovos integration exceeding expectations; full-year guidance reaffirmed. Modest improvement expected in H2"  
[X Link](https://x.com/equilyse1/status/1864587614621159480)  2024-12-05T08:28Z [--] followers, [--] engagements


"$NCNO: Strong Q3 results exceed expectations despite mortgage headwinds. Bookings growth accelerates; new AI product launched. Churn impacts mortgage revenue but long-term growth outlook remains positive. New KPI framework coming in Q4"  
[X Link](https://x.com/equilyse1/status/1864588081682055273)  2024-12-05T08:30Z [--] followers, [---] engagements


"$SNPS: Record revenue & EPS growth driven by AI demand. Conservative China outlook impacts FY25 guidance. Strong backlog & margin expansion planned. Increased upfront revenue creates Q-to-Q variability"  
[X Link](https://x.com/equilyse1/status/1864588769178861773)  2024-12-05T08:32Z [--] followers, [---] engagements


"$FIVE: Strong Q3 turnaround: 15% sales growth improved product focus operational efficiency gains via labor investment & SKU optimization. Cautiously optimistic Q4 outlook; long-term growth potential"  
[X Link](https://x.com/equilyse1/status/1864589238777360656)  2024-12-05T08:34Z [--] followers, [--] engagements


"$GEF: Mixed Q3 results; EBITDA $194M EPS $1.03. Volume recovery slower than expected but full-year guidance maintained. Debt reduction focus. Strategic portfolio shift towards higher-margin products. Investor"  
[X Link](https://x.com/equilyse1/status/1864589671046476285)  2024-12-05T08:36Z [---] followers, [--] engagements


"$AVAV: Record Q2 revenue driven by strong Loitering Munitions Systems sales. EBITDA down due to increased R&D/SG&A but full-year guidance reaffirmed. Geopolitical factors pose timing risks but strong backlog and future outlook"  
[X Link](https://x.com/equilyse1/status/1864590110768963891)  2024-12-05T08:38Z [--] followers, [---] engagements


"$GME: Profitable Q4: Stronger balance sheet ($1.3B cash) reduced debt & inventory. Focus on efficiency & cost-cutting drove improved margins. No forward guidance; results speak for themselves"  
[X Link](https://x.com/equilyse1/status/1864590508271513844)  2024-12-05T08:39Z [--] followers, [---] engagements


"$FIVE: Strong Q3 turnaround Improved execution trend-right products & SKU optimization drove positive results. Labor investments boosted customer experience. Tariff mitigation strategies in place. Positive outlook though Q4 growth may moderate"  
[X Link](https://x.com/equilyse1/status/1864952473607160038)  2024-12-06T08:38Z [--] followers, [--] engagements


"$FIVE: Strong Q3 turnaround driven by improved execution SKU optimization & labor investments. Positive holiday outlook though labor costs & tariffs remain headwinds. Continued growth expected"  
[X Link](https://x.com/equilyse1/status/1864954953179033626)  2024-12-06T08:48Z [--] followers, [--] engagements


"$MTN: Strong North American summer but Australian weather hit Q1. Pass sales improved late pricing strong. Data-driven strategies & ancillary revenue key. Resource efficiency plan underway. M&A opportunities rising. Dividend focus"  
[X Link](https://x.com/equilyse1/status/1866406965754171673)  2024-12-10T08:57Z [--] followers, [--] engagements


"$HQY: Strong Q3 results exceed expectations; FY26 guidance slightly below consensus due to market normalization & pricing. HSA growth fuels margin expansion (41.5-42.5% EBITDA). Share buybacks & debt reduction; M"  
[X Link](https://x.com/equilyse1/status/1866407409670889913)  2024-12-10T08:59Z [--] followers, [--] engagements


"$ORCL: Strong Q2 results: Cloud revenue surged 24% exceeding expectations. Double-digit revenue growth projected for FY25 driven by cloud infrastructure (OCI) & SaaS. AI investments fueling growth. Solid financial position & shareholder returns"  
[X Link](https://x.com/equilyse1/status/1866407839704424513)  2024-12-10T09:01Z [--] followers, [--] engagements


"$TOL: Strong Q3 results exceed expectations; cautious near-term outlook. Strategic 50/50 spec/build-to-order model implemented. Share buyback increased to $600M. Focus on efficiency & margin improvement"  
[X Link](https://x.com/equilyse1/status/1866408278894199004)  2024-12-10T09:03Z [--] followers, [--] engagements


"$AI: Strong Q2 revenue growth (29%) exceeding guidance. Microsoft partnership boosts sales potential significantly. Near-term margin impact from strategic investments. Positive outlook; FY25 revenue guidance raised. Cash flow positive expected Q4"  
[X Link](https://x.com/equilyse1/status/1866408718444687764)  2024-12-10T09:04Z [--] followers, [--] engagements


"$MDB: Strong Q3 results driven by Enterprise Advanced growth & AI opportunities. Revenue & margins exceeded expectations but near-term margin expansion constrained by strategic investments. Positive outlook but EA growth sustainability questioned"  
[X Link](https://x.com/equilyse1/status/1866507304012538301)  2024-12-10T15:36Z [--] followers, [---] engagements


"$FERG: Low single-digit sales growth despite deflation. Operating margin slightly below guidance but unchanged. Volume growth & market outperformance offset headwinds. Strategic investments driving future growth; expects improved leverage"  
[X Link](https://x.com/equilyse1/status/1866769021309202769)  2024-12-11T08:56Z [--] followers, [--] engagements


"$OLLI: Strong Q3 results despite headwinds. Q4 outlook positive exceeding expectations. Big Lots closures benefitting sales. Consumables growth impacts margins. Aggressive unit growth planned. CEO transition smooth"  
[X Link](https://x.com/equilyse1/status/1866769473878843702)  2024-12-11T08:58Z [--] followers, [--] engagements


"$AZO: Resilient Q1 despite macro headwinds. Disciplined capital allocation strong free cash flow. Mega-hub expansion boosts efficiency. Market share gains expected. Improved comps anticipated"  
[X Link](https://x.com/equilyse1/status/1866769911453733356)  2024-12-11T09:00Z [--] followers, [--] engagements


"$ADBE: Record revenue & EPS driven by AI innovation (Firefly GenStudio). Strategic pricing & tiered offerings maximize value. Strong FY25 outlook fueled by new users products & enhanced pricing. AI & Doc Cloud growth key drivers"  
[X Link](https://x.com/equilyse1/status/1867131366761959797)  2024-12-12T08:56Z [--] followers, [--] engagements


"$NDSN: Strong free cash flow fuels dividend hikes buybacks & debt reduction. Mixed segment performance; cautious optimism for future growth driven by acquisitions & organic expansion. Backlog stable shifting order patterns noted"  
[X Link](https://x.com/equilyse1/status/1867131950789542087)  2024-12-12T08:58Z [--] followers, [--] engagements


"$CIEN: Strong Q4 results driven by cloud & AI demand. FY25 outlook positive (8-11% revenue growth) targeting 15-16% operating margin within [--] years. Telecom market softening but diversification mitig"  
[X Link](https://x.com/equilyse1/status/1867493795207541100)  2024-12-13T08:56Z [--] followers, [--] engagements


"$COST: Strong Q1 earnings driven by traffic growth & strategic investments. Gross margin resilient despite gas deflation. E-commerce thrives international expansion continues. Positive outlook fueled by retail media & new partnerships. Increased CapEx for future growth"  
[X Link](https://x.com/equilyse1/status/1867494681681994185)  2024-12-13T09:00Z [--] followers, [--] engagements


"$AMTM: Strong FY24 results exceeded expectations; robust revenue growth & margin improvement. FY25 guidance affirmed. Successful post-merger integration driving synergies & deleveraging. Growth in energy digital & national security. AI & cybersecurity key"  
[X Link](https://x.com/equilyse1/status/1869305633138167814)  2024-12-18T08:56Z [--] followers, [---] engagements


"$HEI: Strong organic growth (7%+) driven by acquisitions & FSG's 15% surge. Supply chain easing inventory decline expected. Margins slightly down sequentially but positive outlook for FY25 with improved order rates & backlog"  
[X Link](https://x.com/equilyse1/status/1869306099293122924)  2024-12-18T08:57Z [--] followers, [---] engagements


"$LEN: Asset-light shift drives strong EPS beat despite lower margins. 10% volume growth projected. Significant debt reduction & $4B cash on hand fuel share buybacks & Millrose REIT spin-off. Focus on operational efficiency & margin"  
[X Link](https://x.com/equilyse1/status/1869658015688757524)  2024-12-19T08:16Z [--] followers, [--] engagements


"$BIRK: Strong Q4 & FY results: Profit soared. 15-17% revenue growth guided. Margin improvement expected in 2H [----]. Balanced regional growth strategy. Capacity expansion easing margin pressure"  
[X Link](https://x.com/equilyse1/status/1869658503788282303)  2024-12-19T08:18Z [--] followers, [--] engagements


"$MU: Weak Q1 results but cost cuts & tech leadership position for AI-driven recovery. Cautious optimism; long-term growth potential outweighs near-term challenges"  
[X Link](https://x.com/equilyse1/status/1869658922404999364)  2024-12-19T08:19Z [--] followers, [---] engagements


"$JBL: Strong Q1 results exceed expectations driven by Intelligent Infrastructure & cloud growth. Margins flat despite higher volume; H2 improvement expected. Focus on M&A buybacks & AI. Automotive outlook slightly lowered"  
[X Link](https://x.com/equilyse1/status/1869659406750638175)  2024-12-19T08:21Z [--] followers, [--] engagements


"$GIS: Beat Q2 expectations but lowered full-year guidance due to increased investments for growth. Organic sales up 1% EPS up 12% but profit margin outlook revised down. Focus on volume growth & market share gains despite macro"  
[X Link](https://x.com/equilyse1/status/1869659869994684623)  2024-12-19T08:23Z [--] followers, [--] engagements


"$TTC: Strong FY24 results (EPS up significantly). FY25 outlook: flat sales focus on margin expansion via productivity initiatives & cost savings. Continued investment in innovation & shareholder returns. Navigating macroeconomic headwinds"  
[X Link](https://x.com/equilyse1/status/1869660356781465993)  2024-12-19T08:25Z [--] followers, [--] engagements


"$MU: Near-term headwinds in NAND moderating data center SSD demand. HBM & data center revenue growth drivers. Inventory adjustments underway. Q3 revenue decline expected H2 rebound anticipated. Strong long-term outlook"  
[X Link](https://x.com/equilyse1/status/1869853857573974023)  2024-12-19T21:14Z [--] followers, [--] engagements


"$FDX: Mixed Q2 results: Revenue slightly missed but profitability beat expectations due to cost cuts & DRIVE program. Cautiously optimistic outlook; focus on efficiency & shareholder returns"  
[X Link](https://x.com/equilyse1/status/1870020377885258105)  2024-12-20T08:16Z [--] followers, [--] engagements


"$CAG: Volume growth returns driven by innovation & brand building despite inflation headwinds. Profitability pressured; guidance lowered. Focus on top-line momentum & debt reduction. Market share gains in frozen & snacks"  
[X Link](https://x.com/equilyse1/status/1870020791674208395)  2024-12-20T08:17Z [--] followers, [--] engagements


"$PAYX: Solid Q2 results: 7% organic revenue growth (ex-ERTC) expanding margins (41.2%) strong client retention. Full-year guidance maintained despite ERTC headwind. Focus on HCM solutions & disciplined growth"  
[X Link](https://x.com/equilyse1/status/1870021230759121271)  2024-12-20T08:19Z [--] followers, [--] engagements


"$CTAS: Strong Q2 results: robust revenue growth expanded margins & strong cash flow. Slight FY revenue guidance adjustment but outlook remains positive. Focused verticals drive growth; efficient cost management continues"  
[X Link](https://x.com/equilyse1/status/1870022105204400233)  2024-12-20T08:23Z [--] followers, [--] engagements


"$ACN: Strong Q1 revenue beat expectations; large-scale transformations drive growth. Increased full-year outlook despite consistent demand. GenAI & digital core fuel expansion. Shareholder returns prioritized. Q2 sequential revenue decline expected"  
[X Link](https://x.com/equilyse1/status/1870022563650318646)  2024-12-20T08:24Z [--] followers, [--] engagements


"$LW: Lowered FY25 targets due to pricing pressure & manufacturing inefficiencies. Short-term margin pressure but cost cuts & improved free cash flow expected in FY26. Share buybacks & dividend increases continue. Global supply/demand"  
[X Link](https://x.com/equilyse1/status/1870022986306142475)  2024-12-20T08:26Z [--] followers, [--] engagements


"$NKE: Strategic reset prioritizes brand health & long-term growth. Short-term sales impact expected (Q3-Q4 down). Focus on sport innovation full-price sales & inventory cleanup. Investment in brand marketing & margin"  
[X Link](https://x.com/equilyse1/status/1870023442969289074)  2024-12-20T08:28Z [--] followers, [---] engagements


"$FDS: Solid Q1 start; 4.5% organic ASV growth 37.6% margin. Back-half weighted growth expected from Gen AI & pricing. Near-term margin compression due to tech investments. Strong client"  
[X Link](https://x.com/equilyse1/status/1870023968977019063)  2024-12-20T08:30Z [--] followers, [--] engagements


"$DRI: Strong Q2 results driven by Olive Garden & LongHorn. Managing inflation leveraging data & AI. Increased CapEx due to Chuy's acquisition. Positive outlook same-store sales guidance tightened"  
[X Link](https://x.com/equilyse1/status/1870024402651292042)  2024-12-20T08:32Z [--] followers, [--] engagements


"$CCL: Strong Q4 results exceed expectations. Record yields & robust demand drive significant [----] growth projections. Debt reduction & cost management initiatives enhance profitability. Conservative guidance suggests potential upside"  
[X Link](https://x.com/equilyse1/status/1870382786550370600)  2024-12-21T08:16Z [--] followers, [--] engagements


"This strategic reset will take time to bear fruit for $NKE. How low can the stock go over the next [--] months $70 (35x EPS NTM) $60 (30x) $50 (25x) $NKE: Strategic reset prioritizes brand health & long-term growth. Short-term sales impact expected (Q3-Q4 down). Focus on sport innovation full-price sales & inventory cleanup. Investment in brand marketing & margin https://t.co/NzTmAcZRtk $NKE: Strategic reset prioritizes brand health & long-term growth. Short-term sales impact expected (Q3-Q4 down). Focus on sport innovation full-price sales & inventory cleanup. Investment in brand marketing &"  
[X Link](https://x.com/equilyse1/status/1870852520689713514)  2024-12-22T15:22Z [--] followers, [--] engagements


"$OKTA: Strong Q3 beat expectations; raised FY25 outlook (15% revenue growth). Focus on go-to-market specialization & emerging products to drive future growth. Macro headwinds acknowledged but confident in long-term prospects"  
[X Link](https://x.com/equilyse1/status/1870859023077261722)  2024-12-22T15:48Z [--] followers, [---] engagements


"$CMC: Mixed Q1 results; litigation charge masked underlying strength. Positive market outlook fuels growth optimism; strategic initiatives & share buybacks bolster future. Project delays impact short-term but long-term growth remains strong"  
[X Link](https://x.com/equilyse1/status/1876542163401560148)  2025-01-07T08:11Z [--] followers, [--] engagements


"$BRKR: Mixed Q3 results: strong revenue growth offset by margin dilution from acquisitions & weak biopharma/China markets. Lowered FY guidance but expects strong Q4 & [----] recovery driven by semiconductor strength & China stimulus"  
[X Link](https://x.com/equilyse1/status/1876542833487737047)  2025-01-07T08:14Z [--] followers, [--] engagements


"$RPM: Record sales & EPS despite macro headwinds. MAP [----] drives efficiency gains. Residential market soft weather impacts Q3. Growth pivot underway M&A active. Double-digit bottom-line growth expected"  
[X Link](https://x.com/equilyse1/status/1876904696037716094)  2025-01-08T08:12Z [--] followers, [--] engagements


"$AYI: Strong Q1 results Lighting & Intelligent Spaces segments shine. QSC acquisition boosts growth & earnings. Focused on margin expansion capital allocation & shareholder returns. Full-year guidance raised"  
[X Link](https://x.com/equilyse1/status/1877267041071071708)  2025-01-09T08:11Z [--] followers, [--] engagements


"$TTAN: Strong Q3 results; durable growth prioritized. Focus on incremental margins (25% target) Pro product expansion & commercial market. Positive outlook: Q4 free cash flow positive FY25 revenue $762M"  
[X Link](https://x.com/equilyse1/status/1879082690726572472)  2025-01-14T08:26Z [--] followers, [---] engagements


"$C: Transforming for growth: Lower expenses higher revenue projected through [----]. $20B share buyback announced. Focus on efficiency technology & ROTCE improvement. Strong performance in some areas headwinds in"  
[X Link](https://x.com/equilyse1/status/1879803898489196638)  2025-01-16T08:12Z [--] followers, [--] engagements


"$WFC: Strong Q4 earnings; $1.43 EPS. Focus on 15% ROTCE via expense reduction ($2.4B target) strategic growth (cards lending) & disciplined risk management. Capital return to shareholders"  
[X Link](https://x.com/equilyse1/status/1879804384453816803)  2025-01-16T08:14Z [--] followers, [--] engagements


"$BK: Record profits & revenue driven by fee growth & operating leverage. Platform transformation & tech investments (AI) fuel future growth despite macro uncertainty. Strong balance sheet ensures resilience"  
[X Link](https://x.com/equilyse1/status/1879805081429700779)  2025-01-16T08:17Z [--] followers, [--] engagements


"$GS: Strong Q4 results: 16% revenue growth 77% EPS surge. Focus on efficiency tech investments & AWM growth. Positive [----] outlook; capital markets recovery expected. Apple Card drag"  
[X Link](https://x.com/equilyse1/status/1879805512646001108)  2025-01-16T08:18Z [--] followers, [--] engagements


"$JPM: Strong QX earnings; confident outlook despite economic uncertainty. NII to trough mid-year then grow. Strategic capital deployment buybacks prioritized. Focus on organic growth efficiency tech investments. Leadership transition underway"  
[X Link](https://x.com/equilyse1/status/1879805982219370699)  2025-01-16T08:20Z [--] followers, [--] engagements


"$MTB: Strong Q4 results exceeded expectations. Increased NII & fee income projected for [----]. Opportunistic share repurchases planned. Strategic investments in tech & expansion. Improved credit quality & deposit growth anticipated. Optimis"  
[X Link](https://x.com/equilyse1/status/1880166178288447622)  2025-01-17T08:12Z [--] followers, [--] engagements


"$UNH: Strong [----] results despite headwinds. [----] projects robust growth (13-16% target) $33B+ cash flow. Focus on value-based care digital transformation & MA"  
[X Link](https://x.com/equilyse1/status/1880167072497377355)  2025-01-17T08:15Z [--] followers, [---] engagements


"$PNC: Record revenue strong fee income growth & positive operating leverage projected. 6% revenue increase anticipated in [----] driven by NII & non-interest income growth. Conservative loan growth outlook but solid NIM expected. Strategic investments"  
[X Link](https://x.com/equilyse1/status/1880167761961238996)  2025-01-17T08:18Z [--] followers, [--] engagements


"$USB: Strong Q4 results Positive operating leverage [---] bps projected for [----] driven by expense control & revenue growth (3-5%). Focus on organic growth interconnected banking & payments & disciplined capital management"  
[X Link](https://x.com/equilyse1/status/1880168406596415782)  2025-01-17T08:20Z [--] followers, [--] engagements


"$BAC: Strong Q4 results Robust revenue growth rising NII (6-7% projected growth in 2025) driven by deposit & loan growth. Expense growth controlled; capital returned to shareholders. Positive economic outlook"  
[X Link](https://x.com/equilyse1/status/1880169194353791033)  2025-01-17T08:24Z [--] followers, [--] engagements


"$FHN: Strong Q4 finish. Portfolio restructuring boosts NII. Deposit costs down; tech investments enhance efficiency. Low single-digit loan growth expected. Maintaining strong capital position; targeting 15% ROTCE"  
[X Link](https://x.com/equilyse1/status/1880169895565959555)  2025-01-17T08:26Z [--] followers, [--] engagements


"$JBHT: Challenging freight environment but record intermodal volume & operational excellence. Focus on margin improvement capacity utilization & strategic investments. Modest growth expected in [----]. Share buybacks & dividend increases continue"  
[X Link](https://x.com/equilyse1/status/1880170505803538487)  2025-01-17T08:29Z [---] followers, [--] engagements


"$MS: Strong Q4 results; integrated firm model fuels growth across wealth management institutional securities & investment management. Record revenues high ROTCE. Focus on disciplined execution strategic investments & navigating market uncertainty"  
[X Link](https://x.com/equilyse1/status/1880171212728381747)  2025-01-17T08:32Z [--] followers, [--] engagements


"$WBS: Solid Q4 earnings. Stable NIM mid-single-digit loan & deposit growth projected. Strategic investments for future growth & regulatory compliance. Shareholder returns anticipated. Cautious on CRE optimistic on CNI"  
[X Link](https://x.com/equilyse1/status/1880528511091249206)  2025-01-18T08:11Z [--] followers, [--] engagements


"$CFG: Strong Q4 finish. NIM expansion driving profitability (3.25-3.5% target by 2027). Strategic investments in private bank & wealth management fueling growth. Share repurchases & positive credit trends"  
[X Link](https://x.com/equilyse1/status/1880529258348474431)  2025-01-18T08:14Z [--] followers, [--] engagements


"$FAST: Slow Q4 revenue growth (3.7%) flat EPS. Focus shifts to high-value customers (77% of sales from 5% of base). Digital investments drive e-commerce growth (28%). Optimistic"  
[X Link](https://x.com/equilyse1/status/1880529967898849567)  2025-01-18T08:17Z [--] followers, [--] engagements


"$RF: Record [----] profits. [----] outlook: modest loan growth higher net interest income controlled expenses. Strategic investments in tech & talent driving growth in priority markets. Managing credit risks & maintaining strong capital position"  
[X Link](https://x.com/equilyse1/status/1880530685678538828)  2025-01-18T08:20Z [--] followers, [--] engagements


"$SLB: Record digital revenue & strong shareholder returns planned. Flat [----] revenue outlook offset by cost efficiencies & digital growth. Production recovery & new market expansion drive future growth. ChampionX acquisition progressing"  
[X Link](https://x.com/equilyse1/status/1880531262630133955)  2025-01-18T08:22Z [--] followers, [--] engagements


"$TFC: Solid Q4 earnings. Growth projected at 3-3.5% expenses up 1.5% yielding 150-200 bps operating leverage. Focus on client relationships market expansion & tech investments. Strong"  
[X Link](https://x.com/equilyse1/status/1880531985111605722)  2025-01-18T08:25Z [--] followers, [--] engagements


"$HBAN: Record fee revenue & loan growth fuel strong Q4 finish. [----] outlook: Continued net interest income & fee revenue growth managed expenses & strong credit quality. Strategic investments driving expansion. Positive operating leverage expected"  
[X Link](https://x.com/equilyse1/status/1880532786693448021)  2025-01-18T08:28Z [--] followers, [--] engagements


"$IBKR: Record revenues & profits driven by strong customer growth & high trading volume. Interest rate cuts pose a risk but automation & new products fuel optimism for continued expansion. Global reach & strong capital base are key strengths"  
[X Link](https://x.com/equilyse1/status/1881978011936821522)  2025-01-22T08:11Z [--] followers, [--] engagements


"$FITB: Strong Q4 finish. Record NII & positive operating leverage projected for [----]. Diversified growth across C&I auto loans & commercial payments. Shareholder returns prioritized. Credit quality stable. Focus"  
[X Link](https://x.com/equilyse1/status/1881978904027521507)  2025-01-22T08:15Z [--] followers, [--] engagements


"$HWC: Growth pivot in 2025: Balance sheet expansion (organic & inorganic) mid-single digit loan growth NIM expansion increased expenses. Sable Trust acquisition boosts wealth management. Strong capital position"  
[X Link](https://x.com/equilyse1/status/1881979686948901244)  2025-01-22T08:18Z [--] followers, [--] engagements


"$COF: Strong Q4 results; domestic card & auto growth. Discover acquisition key closing early [----]. Improved efficiency but cautious outlook on credit. Share buybacks slowing until acquisition closes. Positive auto business outlook"  
[X Link](https://x.com/equilyse1/status/1881980478225268917)  2025-01-22T08:21Z [--] followers, [--] engagements


"$PLD: Strong Q4 results; leasing activity surged post-election. Near-term occupancy dip expected rebounding later. Rent growth to recover in [----] driven by reduced supply & strong demand. Data center & energy initiatives expanding"  
[X Link](https://x.com/equilyse1/status/1881981851176202278)  2025-01-22T08:26Z [--] followers, [--] engagements


"$NFLX: Strong Q4 results Subscriber growth surged ad revenue doubled & [----] projects 12-14% revenue growth. Content investment fuels engagement expanding into live events & games. Disciplined spending drives margin"  
[X Link](https://x.com/equilyse1/status/1881982553835368482)  2025-01-22T08:29Z [--] followers, [--] engagements


"$ONB: Strong Q4 results: robust deposit growth controlled expenses & resilient credit. Merger integration underway. Positive [----] outlook with EPS exceeding estimates despite near-term headwinds & leadership transition. Loan growth expected to ramp"  
[X Link](https://x.com/equilyse1/status/1881983283438780606)  2025-01-22T08:32Z [---] followers, [--] engagements


"$MMM: Strong Q4 finish; [----] outlook: 2-3% organic sales growth EPS $7.60-$7.90. Focus on operational excellence margin expansion (130-190 bps"  
[X Link](https://x.com/equilyse1/status/1881984049444540672)  2025-01-22T08:35Z [--] followers, [--] engagements


"$STX: Strong Q2: Mass storage demand surges driven by cloud & AI. Hammer tech ramps successfully boosting margins. March quarter supply constraint but positive FY25 outlook. Profitability & cash flow improving"  
[X Link](https://x.com/equilyse1/status/1881984748592963652)  2025-01-22T08:38Z [--] followers, [--] engagements


"$KEY: Strong Q4 results 20% NII growth projected for [----] via strategic balance sheet moves & fee income growth. Investing in tech & talent. Optimistic outlook despite soft loan demand. Credit quality improving"  
[X Link](https://x.com/equilyse1/status/1881985444587401511)  2025-01-22T08:41Z [--] followers, [--] engagements


"$DHI: Solid Q1 results despite margin compression. Strong financial position fuels $2.6B-$2.8B share buyback. Focus on affordable housing & operational efficiency drives growth navigating market fluctuations. Spring sales key to full-year outlook"  
[X Link](https://x.com/equilyse1/status/1881986145111699945)  2025-01-22T08:43Z [--] followers, [--] engagements


"$SCHW: Strong Q4 finish Revenue & EPS soared. Ameritrade integration boosts assets & clients. [----] outlook: 13-15% revenue growth EPS $4.10-$4.20"  
[X Link](https://x.com/equilyse1/status/1881986875960824186)  2025-01-22T08:46Z [--] followers, [--] engagements


"$FNB: Record non-interest income & strong capital position fuel growth. Mid-single-digit loan/deposit growth projected. Strategic investments in tech & fee-based businesses drive efficiency & positive operating leverage. M&A opportunistic"  
[X Link](https://x.com/equilyse1/status/1882340664353898872)  2025-01-23T08:12Z [--] followers, [--] engagements


"$PG: Solid Q2 results: 3% organic sales growth driven by volume & innovation. Cautious outlook for H2 due to currency headwinds. Maintaining full-year guidance leaning towards lower end. Strong innovation pipeline & shareholder returns"  
[X Link](https://x.com/equilyse1/status/1882341682928128163)  2025-01-23T08:16Z [--] followers, [--] engagements


"$ABT: Strong Q4 finish High single-digit organic sales growth & double-digit EPS growth projected for [----]. Diversified portfolio margin expansion & disciplined spending drive positive outlook. Innovation & strategic investments fuel growth across segments"  
[X Link](https://x.com/equilyse1/status/1882343084064694702)  2025-01-23T08:22Z [--] followers, [--] engagements


"$AA: Strong Q4 results exceeding targets. [----] outlook positive: deleveraging growth initiatives. Higher CapEx planned. US tariffs a key risk. Legacy asset monetization underway. Tech investments continue"  
[X Link](https://x.com/equilyse1/status/1882344045294321815)  2025-01-23T08:26Z [--] followers, [--] engagements


"$HAL: Slight revenue dip but tech-driven growth fuels confidence. International expansion (excluding Mexico) & shareholder returns prioritized. [----] outlook: modest revenue decline outperforming competitors via tech & collaboration"  
[X Link](https://x.com/equilyse1/status/1882345023242461692)  2025-01-23T08:30Z [--] followers, [--] engagements


"$KMI: Strong Q4 & [----] outlook driven by natural gas growth & expansion projects. Increased dividend. Robust backlog fuels 8% net income growth projection. Strategic acquisitions & operational efficiencies enhance profitability. Commodity price sensitivity noted"  
[X Link](https://x.com/equilyse1/status/1882346903037194399)  2025-01-23T08:37Z [--] followers, [--] engagements


"$CMA: Strong Q4 results despite headwinds. Modest loan growth projected (excluding CRE paydowns). Deposit growth focused on core customers. NII up 6-7% in [----]. Expense growth controlled. Strong"  
[X Link](https://x.com/equilyse1/status/1882347891634630673)  2025-01-23T08:41Z [--] followers, [--] engagements


"$GEV: Record orders & revenue drive strong Q4. Power & Electrification segments boom; Wind faces headwinds. Lean initiatives boost efficiency & free cash flow. Positive [----] outlook with margin expansion & shareholder returns"  
[X Link](https://x.com/equilyse1/status/1882348694642495961)  2025-01-23T08:44Z [--] followers, [--] engagements


"$APH: Record Q4 sales & EPS driven by AI & datacom boom. Strong growth across diverse sectors. Positive [----] outlook despite seasonal moderation in some markets. Strategic acquisitions fuel expansion"  
[X Link](https://x.com/equilyse1/status/1882349696741429270)  2025-01-23T08:48Z [--] followers, [--] engagements


"$TRV: Record income & ROE. Strong growth in premiums & underwriting profitability. Strategic tech investments boosting efficiency. Positive outlook for [----]. Pricing remains strong but tort environment a concern"  
[X Link](https://x.com/equilyse1/status/1882350576899367243)  2025-01-23T08:52Z [--] followers, [--] engagements


"$TDY: Record sales & EPS. Strong defense & commercial growth projected (4% sales 8% EPS). Margin expansion anticipated. Optimistic outlook tempered by FX headwinds & acquisition integration. M&A continues"  
[X Link](https://x.com/equilyse1/status/1882351430238863360)  2025-01-23T08:55Z [--] followers, [--] engagements


"$TDY: Record sales & EPS. Strong defense & commercial growth. Optimistic [----] outlook (4% sales 8% EPS) tempered by FX headwinds. Strategic acquisitions driving expansion. Focus on margin improvement & disciplined"  
[X Link](https://x.com/equilyse1/status/1882352194373959698)  2025-01-23T08:58Z [---] followers, [--] engagements


"$TXT: Mixed Q4 results; strike impact on Aviation. [----] outlook: 7% revenue growth ($14.7B) EPS $6-$6.20. Aviation & Bell growth Industrial restructuring. FLRA"  
[X Link](https://x.com/equilyse1/status/1882353123248787858)  2025-01-23T09:02Z [---] followers, [--] engagements


"$TXN: Mixed Q4 results: Analog growth offsets embedded decline. Navigating market downturn investing in manufacturing. Q1 revenue down 2-3% margins pressured. Long-term growth strategy intact CHIPS Act benefits expected"  
[X Link](https://x.com/equilyse1/status/1882695893448626589)  2025-01-24T07:44Z [--] followers, [---] engagements


"$EWBC: Record year Strong revenue loan & deposit growth. Positive [----] outlook: continued growth increased dividend & buyback. Managing expenses maintaining asset quality. Organic growth strategy focused"  
[X Link](https://x.com/equilyse1/status/1882696528881463666)  2025-01-24T07:46Z [---] followers, [---] engagements


"$AXP: Record revenue & EPS growth. Strong holiday spending fueled billings surge. Confident [----] outlook: 8-10% revenue growth $15-15.50 EPS. International & product refresh"  
[X Link](https://x.com/equilyse1/status/1883055097682284598)  2025-01-25T07:31Z [--] followers, [--] engagements

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