#  @momoblog0214 ใขใข๐บ๐ธ็ฑณๅฝๆ ชๆ่ณ ใขใข๐บ๐ธ็ฑณๅฝๆ ชๆ่ณ posts on X about ai, $arm, eps, $googl the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1152412690586853378/interactions)  - [--] Week [-------] +1.20% - [--] Month [---------] +494,850% - [--] Months [---------] +771% - [--] Year [---------] +619% ### Mentions: [--] [#](/creator/twitter::1152412690586853378/posts_active)  - [--] Week [--] +158% - [--] Month [--] +4,250% - [--] Months [---] +93% - [--] Year [---] -29% ### Followers: [------] [#](/creator/twitter::1152412690586853378/followers)  - [--] Week [------] +0.58% - [--] Month [------] +2.20% - [--] Months [------] +14% - [--] Year [------] +32% ### CreatorRank: [-------] [#](/creator/twitter::1152412690586853378/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #4152 [technology brands](/list/technology-brands) 30.69% [cryptocurrencies](/list/cryptocurrencies) 9.9% [finance](/list/finance) 3.96% [social networks](/list/social-networks) 2.97% [financial services](/list/financial-services) 1.98% [exchanges](/list/exchanges) 1.98% [luxury brands](/list/luxury-brands) 0.99% [automotive brands](/list/automotive-brands) 0.99% [currencies](/list/currencies) 0.99% **Social topic influence** [ai](/topic/ai) 21.78%, [$arm](/topic/$arm) 5.94%, [eps](/topic/eps) #42, [$googl](/topic/$googl) 4.95%, [$u](/topic/$u) 4.95%, [$pltr](/topic/$pltr) #271, [q4](/topic/q4) #415, [$amd](/topic/$amd) #271, [pltr](/topic/pltr) #189, [$lrcx](/topic/$lrcx) #43 **Top accounts mentioned or mentioned by** [@amaumaxamaumax](/creator/undefined) [@tattsun18066066](/creator/undefined) [@luckygomen](/creator/undefined) [@ulktnp6dfgslpg9](/creator/undefined) [@brownpome](/creator/undefined) [@yossyforever21](/creator/undefined) [@stationerygod](/creator/undefined) [@musou_tensei777](/creator/undefined) [@newo_2013](/creator/undefined) [@propfund8](/creator/undefined) [@investramza](/creator/undefined) [@yossy_forever21](/creator/undefined) [@bluemt3104](/creator/undefined) [@minatomintoku](/creator/undefined) **Top assets mentioned** [Arm Holdings plc (ARM)](/topic/$arm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Unity Software Inc. (U)](/topic/$u) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Fabrinet (FN)](/topic/$fn) [Electroneum (ETN)](/topic/$etn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [McKesson Corporation (MCK)](/topic/$mck) [Cisco Systems Inc (CSCO)](/topic/$csco) [Datadog Inc (DDOG)](/topic/$ddog) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Cloudflare, Inc. (NET)](/topic/$net) [Bank of New York Mellon Corp (BK)](/topic/$bk) [Bloom Energy Corporation (BE)](/topic/$be) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [Toast, Inc. (TOST)](/topic/$tost) [Construction Partners, Inc. Class A Common Stock (ROAD)](/topic/$road) [DisChain (DIS)](/topic/$dis) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Decentral Games ICE (ICE)](/topic/$ice) [Doximity, Inc. (DOCS)](/topic/$docs) [Kyndryl Holdings, Inc. (KD)](/topic/$kd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Arista Networks Inc (ANET)](/topic/$anet) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Zoetis Inc (ZTS)](/topic/$zts) [Paycom Software Inc (PAYC)](/topic/$payc) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [RAI Finance (SOFI)](/topic/$sofi) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [monday.com Ltd. (MNDY)](/topic/$mndy) [Vertiv Holdings Co (VRT)](/topic/$vrt) [AppLovin Corporation (APP)](/topic/$app) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Mario Coin (COIN)](/topic/$coin) [CME Group Inc (CME)](/topic/$cme) [Reddit, Inc. (RDDT)](/topic/$rddt) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Rambus Inc (RMBS)](/topic/$rmbs) [Micron Technology, Inc. (MU)](/topic/$mu) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Intel Corporation (INTC)](/topic/$intc) [Four (FORM)](/topic/$form) [KLA Corp (KLAC)](/topic/kla-corp) [Aspen Technology, Inc. (AZPN)](/topic/$azpn) [The Walt Disney Company (DIS)](/topic/walt-disney) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [IBM (IBM)](/topic/ibm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [AB (prev. Newton) (AB)](/topic/$ab) [Coldstack (CLS)](/topic/$cls) ### Top Social Posts Top posts by engagements in the last [--] hours "moomoo3 moomoo ๐ [--] ๐ฑ https://momo0214.com/moomoo20251220/ https://momo0214.com/moomoo20251220/" [X Link](https://x.com/anyuser/status/2002527764461859290) 2025-12-20T23:53Z 38.2K followers, 71K engagements "๐ [--] TOP10 [--] Micron Technology $MU +263.98% [--] Navitas Semiconductor $NVTS +235.01% [--] ACM Research $ACMR +176.46% [--] Lam Research $LRCX +165.11% [--] Intel $INTC +148.49% [--] Advanced Micro Devices $AMD +105.03% [--] Amkor Technology $AMKR +97.70% [--] KLA Corporation $KLAC +94.32% [--] Rambus $RMBS +93.44% ๐ FormFactor $FORM +83.26% 1๐ ๐ธ Seeking Alpha Best performing chip stocks in the last [--] months ๐ธ $MU YouTube $INTC ๐ $AMD ๐ ๐ https://momo0214.com/amd202506/ https://x.com/momoblog0214/status/2014450112471482664s=20 https://x.com/momoblog0214/status/2009742186997563714s=20" [X Link](https://x.com/momoblog0214/status/2015189998249935238) 2026-01-24T22:28Z 38.2K followers, 43.1K engagements "Aspen Technology $AZPN 2024Q4 EPSโจ ๐ ๐ธFY24Q4 EPS: 2.37(+0.29) : 34291(+2746) ๐: +6.9% Y/Y ๐ธ ๐&: 23100(+3.7% Y/Y) ๐: 8917(+7.9% Y/Y) ๐&: 2274(+49.8% Y/Y) ๐ธ ๐ACV(): 96840(+9.4% Y/Y) ๐: 33990(+13.6% Y/Y) ๐: 33530(+14.7% Y/Y) ๐ธ2025 ๐ACV: 9.0% Y/Y ๐: [------] ๐Non GAAP: [-----] ๐ธ โ (3550ACV) โ [--] โ 5% ๐ธ โ โ โ [----] โ https://twitter.com/i/web/status/1821200451318247919 https://twitter.com/i/web/status/1821200451318247919" [X Link](https://x.com/momoblog0214/status/1821200451318247919) 2024-08-07T15:03Z 38K followers, [----] engagements "$LRCX 2026Q2 EPSโจ ๐ธFY26 Q2 EPS: 1.27(1.17) : 53.4(52.4) ๐: +22% Y/Y ๐ธFY26 Q3 EPS: 1.350.10(1.20) : 573(53.3) โNon-GAAP: 49.0%1% โNon-GAAP: 34.0%1% ๐ธ(Q2) โ: 59% โ: 34%(DRAM 23%NVM 11%) โ/: 7% ๐ธ โ: 35% โ: 20% โ: 20% โ: 10% โ: 8% โ: 5% โ: 2% ๐ธCSBG() โQ2: 19.9(17.8) ๐ธ2026 โCY2026 WFE: 1350(CY2025: 1100) โ2026 โ3 โ ๐ธ โAI โ/ โHBM4HBM4E โLamCY202640%(WFE) ๐ธAkara โ2DRAM/ โAkara โGAADRAM23 ๐ธ โ42 โ2025 โ40 โDextro6 ๐ธ ๐Q2: [----] ๐Q2: [----] ๐1: [----] ๐ธCEO(Tim Archer) 20263AI ๐ธ Lam Research Corporation Lam Lam ResearchFORTUNE 500" [X Link](https://x.com/momoblog0214/status/2016977080454697267) 2026-01-29T20:49Z 38K followers, [----] engagements "๐ธ80 [--] [--------] ๐ธ53 [--] ๐ธ [----] [--] [--] ๐ธ ๐ธ () [----] ๐ธ () ๐ธ6 [--] 2026ICE()2 30% [----------] [---------] ๐ธ () ๐ธ ๐ธ 10% ๐โ https://t.co/Q2g2Rr30N9 https://t.co/Q2g2Rr30N9" [X Link](https://x.com/momoblog0214/status/2017814929496232231) 2026-02-01T04:19Z 38.1K followers, 28.7K engagements "$DIS 2026Q1 EPSโจ 1%๐ ๐ธFY26 Q1 EPS: 1.63(1.58 : 260(256 ๐: +5% Y/Y ๐ธFY26 ๐EPS: 2( ๐ธ(Q1 โEntertainment: 116(+7% โSports: 49(+1% โExperiences: 100(+6% โ: [---] ๐ธ โ2025: [-------] โZootopia 2: [----] โAvatar: Fire and Ash: [--] โ371060 โZootopia [----] ๐ธ โ2025107Disney+Hulu โBluey2450 โMarvel's Wonder Man โDisney+For You โAI โOpenAISoraDisney+ ๐ธESPN โ2011 โMonday Night Football202 โNBA3 โMLB3MLB. TV โ131NFLNFL NetworkRedZone โESPN Unlimited ๐ธCEOBob Iger [-----] 2025Zootopia 2Avatar: Fire and Ash10 ๐ธ The Walt Disney Company Disney+HuluESPN https://twitter.com/i/web/status/2018304376838955027" [X Link](https://x.com/momoblog0214/status/2018304376838955027) 2026-02-02T12:43Z 38K followers, 36.3K engagements "$IDXX 2025Q4 โจ ๐ธFY25 Q4 EPS: 3.08(2.94) : 10.9(10.7) ๐: +14% ๐ธFY26 EPS: [-----] - 14.80(14.45) ๐EPS: +9% - +13% : [-----] - 47.20(46.6) ๐: +7.6% - +9.6% โ: [----] - 32.5% ๐: +40 - +90 bps ๐ธQ4 ๐CAG(): [----] (+15% Y/Y) ๐Water: [----] (+12% Y/Y) ๐LPD(): [----] (+8% Y/Y) ๐ธCAG Diagnostics Recurring Revenue ๐Q4: [----] (+12% Y/Y) ๐FY26: +8.6% - +10.6% Y/Y ๐ธCAG Diagnostics(Q4) ๐IDEXX VetLab: [----] (+17% Y/Y) ๐: [----] (-2% Y/Y) ๐: [----] (+11% Y/Y) ๐: [----] (+10% Y/Y) ๐(): [----] (+76% Y/Y) ๐ธ ๐Q4: [----] (+13% Y/Y) โ: [----] (+12% Y/Y) โ: [----] (+17% Y/Y) ๐ธQ4 โ: [----] (: [----] : 3900) ๐Catalyst: [----] (:" [X Link](https://x.com/momoblog0214/status/2018312074372538434) 2026-02-02T13:14Z 38.1K followers, 11.1K engagements "$FN 2026Q2 EPSโจ ๐ 7.5%๐ ๐ธFYE26 Q2 EPS: 3.36(3.25) : 11.33(10.8) ๐: +36% Y/Y ๐ธFYE26 Q3 EPS: 3.453.60(3.44) : 11.512.0(11.3) ๐ธ โGAAP: 12.2% โNon-GAAP: 12.4% โGAAP: 10.1% โNon-GAAP: 10.9% ๐: 1.49() ๐: 0.52() ๐ฐ: [----] ๐ฐ: [----] ๐ธCEO(Seamus Grady) [---] ๐ธ Fabrinet https://twitter.com/i/web/status/2018466037428322416 https://twitter.com/i/web/status/2018466037428322416" [X Link](https://x.com/momoblog0214/status/2018466037428322416) 2026-02-02T23:26Z 38K followers, [----] engagements "$FN ๐โ $FN [-----] EPSโจ 9.8%๐ ๐ธFY26 Q1 EPS(Non-GAAP): 2.92(2.82) : 9.78(9.35) ๐: +21.6% Y/Y ๐ธFY26 Q2 https://t.co/tS06RRj6EF $FN [-----] EPSโจ 9.8%๐ ๐ธFY26 Q1 EPS(Non-GAAP): 2.92(2.82) : 9.78(9.35) ๐: +21.6% Y/Y ๐ธFY26 Q2 https://t.co/tS06RRj6EF" [X Link](https://x.com/momoblog0214/status/2018466727785582709) 2026-02-02T23:29Z 38K followers, [----] engagements "$ETN ๐โ $ETN [-----] 4%๐ ๐ธ2025Q3 EPS: 3.07(3.05) โ: 69.9(70.8) ๐: +10% Y/Y ๐ธ2025Q4 โEPS: https://t.co/0jZtn6KAcS $ETN [-----] 4%๐ ๐ธ2025Q3 EPS: 3.07(3.05) โ: 69.9(70.8) ๐: +10% Y/Y ๐ธ2025Q4 โEPS: https://t.co/0jZtn6KAcS" [X Link](https://x.com/momoblog0214/status/2018668335496593584) 2026-02-03T12:50Z 38.1K followers, [----] engagements "$LITE 2026Q2 AI๐ 12%๐ ๐ธFY26 Q2 EPS: 1.67(1.41) : 6.66(6.52) ๐: +65.5% Y/Y ๐ธFY26 Q3 EPS: 2.15-2.35(1.60) : 7.8-8.3(7.06) ๐: +85% Y/Y ๐ธ(Q2) ๐Components: 4.44(+68.3% Y/Y) ๐Systems: 2.22(+60.1% Y/Y) ๐ธ โGAAP: 36.1%(+1130bps) โNon-GAAP: 42.5%(+1020bps) โGAAP: 9.7%(+2250bps) โNon-GAAP: 25.2%(+1730bps) ๐ฐ: 11.6(+3350) ๐ฐAdjusted EBITDA: 1.98(29.8%) ๐ธAI โ(OCS): [--] โ(CPO): [----] โ ๐ธ โ โEPS โ ๐ธ โAI โ โCTV ๐ธCEO(Michael Hurlston) Lumentum265%Non-GAAP1700EPS 85%(OCS)(CPO)2OCS4CPO2027AI ๐ธ LumentumAI https://twitter.com/i/web/status/2018795632589476293" [X Link](https://x.com/momoblog0214/status/2018795632589476293) 2026-02-03T21:16Z 38K followers, 82.8K engagements "$SMCI 2026Q2 EPSโจ +153%๐ 5%๐ ๐ธFY26 Q2 EPS: 0.69(0.49) : 127(103.4) ๐: +123% Y/Y+153% Q/Q ๐ธFY26 Q3 EPS: 0.60(0.52) : 123(102) ๐ธFY26 : 400(363) ๐: +82% Y/Y ๐ธ ๐ฐ: [--] โ: [--] ๐ธ โNVIDIA GB300 NVL72HGX B300RTX6000ProAMD MI350/355 โDCBBS(Data Center Building Block Solutions) โDLC(Direct Liquid Cooling)L2ABBU โDCBBS โFederal Business Unit ๐ธ ๐: [----] ๐DLC: [----] โ150kW(250kW/500kW) โ63MW ๐ธCEO(Charles Liang) AIAI DCBBSData Center Building Block SolutionsSupermicroAIIT ๐ธ SupermicroAI5G/EdgeTotal IT AI5G/IT AIIoTIT TCO(Green Computing)" [X Link](https://x.com/momoblog0214/status/2018831486397579351) 2026-02-03T23:38Z 38.1K followers, 31.6K engagements "Super Micro Computer $SMCI ๐โ $SMCI 2026Q1 AI๐ 9%๐ ๐ธFY26 Q1 โEPS: 0.35(0.39) โ: 50.2(58) ๐: -15% Y/Y-13% Q/Q ๐: 9.3%(13.1%) https://t.co/eYBKS574ss $SMCI 2026Q1 AI๐ 9%๐ ๐ธFY26 Q1 โEPS: 0.35(0.39) โ: 50.2(58) ๐: -15% Y/Y-13% Q/Q ๐: 9.3%(13.1%) https://t.co/eYBKS574ss" [X Link](https://x.com/momoblog0214/status/2018835317273555375) 2026-02-03T23:53Z 38.1K followers, [----] engagements "Brookfield Asset Management $BAM 2025Q4 15%4%๐ 5%๐ ๐ธFY25 Q4 ๐(FRE): 8.67(0.53/+28%) ๐(DE): 7.67(0.47/+18%) ๐ธFY25 ๐FRE: 30.0(1.84/+22%) ๐DE: 27.0(1.65/+14%) โFRE: 58%(+1%) ๐ธ ๐Q4: 350() ๐FY25: 1120() โ50 โ ๐ธ ๐Q4: [---] ๐FY25: 660() โ ๐ธ ๐Q4: [---] ๐FY25: 501() โ ๐ธFee-Bearing Capital (FBC) ๐: 6030(+12%) โ87% โ ๐ธ ๐: [----] โ630(6.3) โ60 ๐ธ ๐15% โ: 2.01/ โ: 0.5025/ โ: 4.0%(49.8) ๐ธ โConnor TeskeyCEO() โBruce FlattBAMBrookfield CorporationCEO โ4 ๐ธFBC ๐Infrastructure: [----] ๐Renewable Power & Transition: [---] ๐Private Equity: [---] ๐Real Estate: [----] ๐Credit: [----] ๐ธAI" [X Link](https://x.com/momoblog0214/status/2019024211671503187) 2026-02-04T12:24Z 38.1K followers, [----] engagements "Arm Holdings $ARM 2026Q3 ๐ 7%๐ ๐ธFYE26 Q3 EPS: 0.43(0.41) : 12.4(12.3) ๐: +26% Y/Y ๐ธFYE26 Q4 EPS: 0.580.04(0.56) : 14.70.5(14.4) ๐ธ(Q3) ๐: 7.37(+27% Y/Y) ๐: 5.05(+25% Y/Y) ๐ธ ๐Non-GAAP: 98.3% ๐Non-GAAP: 40.7% ๐: [----] ๐Non-GAAP(TTM): [----] ๐ฐ: [-----] ๐ธ ๐(ACV): 16.20(+28% Y/Y) ๐(RPO): 21.48(-8% Y/Y) โArm Total Access: 50(+2 QoQ+10 Y/Y) โArm Flexible Access: 318(+6 QoQ+23 Y/Y) ๐ธCompute Subsystems (CSS) โQ32CSS() โ21 CSS12 โ4AndroidCSS โ5CSS22 โCSS1Arm ๐ธ โArm Neoverse CPU10 โ202550% โAWS Graviton5: 192(Graviton42)25%33% โNVIDIA Vera CPU: [--] Arm(Grace72) โMicrosoft Cobalt 200:" [X Link](https://x.com/momoblog0214/status/2019176361450205237) 2026-02-04T22:28Z 38.1K followers, 38.3K engagements "$MCK [-----] โจ +1.7๐ ๐ธFY26 Q3 EPS: 9.34(9.27) : 1062(1059) ๐: +11% Y/Y ๐ธFY26() EPS: 38.8039.20(38.68) ๐EPS: +17%19% Y/Y : +12%16% Y/Y(+13.8%) ๐ธ ๐: 12(Q3)27(9) ๐: 11(Q3)22(9) โ+: 24(9) ๐ฐ: [--] โ: [-----] ๐ธ ๐ โ: 883(+9% Y/Y) โ: 8.72(+6% Y/Y) โ: 0.99% โ โ ๐ โ: 130(+37% Y/Y) โ: 3.66(+57% Y/Y) โ: 2.81%(+36bp Y/Y) โM&A ๐ โ: 15(+9% Y/Y) โ: 2.77(+18% Y/Y) โ: 18.47%(+133bp Y/Y) โ โ ๐ โ: 30(+1% Y/Y) โ: 2.65(-10% Y/Y) โ: 8.86%(-111bp Y/Y) โ โ ๐ โ: 1.56(+18% Y/Y) โ ๐FY26 โ: +10%14%+8%12%(+5%9%) โ: +29%33%(+27%31%)+51%55%(+49%53%) โ: +9%13%+14%18%(+13%17%) โ: +2%6% ๐ธ โ โ11 โ" [X Link](https://x.com/momoblog0214/status/2019189076222701892) 2026-02-04T23:19Z 38K followers, 14.8K engagements "Arm Holdings $ARM ๐โ Arm $ARM 2026Q2 310โจ ๐ AIArm๐ 4%๐ ๐ธFYE26 Q2 EPS: 0.39(0.33) : 11.4(10.6) ๐: +34% Y/Y https://t.co/rHHEUVV6Dx Arm $ARM 2026Q2 310โจ ๐ AIArm๐ 4%๐ ๐ธFYE26 Q2 EPS: 0.39(0.33) : 11.4(10.6) ๐: +34% Y/Y https://t.co/rHHEUVV6Dx" [X Link](https://x.com/momoblog0214/status/2019220469757669609) 2026-02-05T01:24Z 38.1K followers, [----] engagements "๐ $ARM ๐ https://momo0214.com/arm20260205/ https://momo0214.com/arm20260205/" [X Link](https://x.com/momoblog0214/status/2019387254662455785) 2026-02-05T12:26Z 38.1K followers, 59.4K engagements "$ICE 2025Q4 20โจ 2%๐ ๐ธFY25 Q4 EPS: 1.71(1.52) : 25.0(23.2) ๐: +8% Y/Y ๐ธFY25 ๐EPS: 6.95(+14% Y/Y) ๐: 99.3(+7% Y/Y20) ๐: 49.3(+14% Y/Y) โ: 50% ๐ธFY26 โ: โ: โ: ๐ธQ4 ๐: 13.6+10% Y/Y ๐: 6.08+5% Y/Y ๐: 5.32+5% Y/Y ๐ธ ๐: 41.9(+16% Y/Y) ๐ฐ: [----] โ: [---] โEBITDA: [---] โROIC: 8% ๐ธ ๐2025: [--] ๐: [--] ๐: [--] ๐ธ โ โOI: +18% Y/Y โADVCAGR2022-2025: ADV +19% +23% โFixed Income & Data ServicesASV5 ๐ธCEOJeff Sprecher 202520EPS ๐ธCFOWarren Gardiner [-------] ๐ธ Intercontinental ExchangeICE ICE Mortgage Technology https://twitter.com/i/web/status/2019404031077282130" [X Link](https://x.com/momoblog0214/status/2019404031077282130) 2026-02-05T13:33Z 38.1K followers, 10.6K engagements "$MCK +16.7%๐ $MCK [-----] โจ +1.7๐ ๐ธFY26 Q3 EPS: 9.34(9.27) : 1062(1059) ๐: +11% Y/Y ๐ธFY26() EPS: https://t.co/dZSZlmeTji $MCK [-----] โจ +1.7๐ ๐ธFY26 Q3 EPS: 9.34(9.27) : 1062(1059) ๐: +11% Y/Y ๐ธFY26() EPS: https://t.co/dZSZlmeTji" [X Link](https://x.com/momoblog0214/status/2019517143218532356) 2026-02-05T21:03Z 38K followers, [----] engagements "$DOCS 2026Q3 37%๐ ๐ธFY26 Q3 EPS: 0.46(0.45) : 1.851(1.816) ๐: +10% Y/Y ๐ธFY26 Q4 โ: 1.43-1.44(1.505) ๐ธFY26() โ: 6.425-6.435(6.454) ๐ธ ๐: 6160(33%) ๐Non-GAAP: 9110(49%) ๐EBITDA: 1.114(60%+9%) ๐: 6090(-7%) ๐: 5850(-8%) ๐ธ โ: 100(quarterly active prescribers) โ: 72(QoQ) โAI: 30() โAI ๐ธ ๐ฐ: [--] โ ๐ธCEO(Jeff Tangney) 10072(QoQ)AI30AI ๐ธ Doximity2010 85% https://twitter.com/i/web/status/2019561543143411744 https://twitter.com/i/web/status/2019561543143411744" [X Link](https://x.com/momoblog0214/status/2019561543143411744) 2026-02-05T23:59Z 38K followers, 11.4K engagements "$ARM +11.56%๐ ARM ARM ARM-7%๐ ๐ $ARM https://t.co/fxD1mOZiyG ๐ https://t.co/OYY2k9W6Sd ๐ $ARM https://t.co/fxD1mOZiyG ๐ https://t.co/OYY2k9W6Sd" [X Link](https://x.com/momoblog0214/status/2019899529357848844) 2026-02-06T22:22Z 38.1K followers, 14.1K engagements "Claude Opus [---] ๐ Excel ๐ Claude ๐ก โ34 โ โ โจ [--] โจ [--] ChatGPT Claude โ โ โ Gemini Excel / ๐ Claude โ โ Google โOK Gemini Claude CoworkOpus [---] 10%๐ญ [--] Opus [---] AI๐ค โ AI $NVDA $AVGO $TSM $MU โ $AMZN $MSFT $GOOGL โ $GEV $CAT $BE ๐ https://twitter.com/i/web/status/2020011992216752179 https://twitter.com/i/web/status/2020011992216752179" [X Link](https://x.com/momoblog0214/status/2020011992216752179) 2026-02-07T05:49Z 38.1K followers, 56.9K engagements "$KD 2026Q3 SECCFO $IBM 55%๐ ๐ธFY26 Q3 โEPS: 0.52(0.60) โ: 38.6(38.9) ๐: +3% Y/Y ๐ธFY26() ๐: 23% ๐ธ ๐Q3: 5.0(+58%) โFY2618 ๐ธ Kyndryl2021 $IBM [--] https://twitter.com/i/web/status/2020947840911147484 https://twitter.com/i/web/status/2020947840911147484" [X Link](https://x.com/momoblog0214/status/2020947840911147484) 2026-02-09T19:48Z 38K followers, [----] engagements "1 CodexToDo๐ ๐ iPhoneToDo Codexโจ ๐ญ" [X Link](https://x.com/momoblog0214/status/2021099368234025342) 2026-02-10T05:50Z 38.1K followers, 105.8K engagements "GoogleAI ๐ธ200AI Alphabet $GOOGL AI200 [----] [--------] ๐ธ28 Alphabet1850 [-----] CEO ๐ธ AI AI ๐ธ GoogleAI AIGemini7.5 ๐ธ Alphabet calls out new AI-related risks as it taps debt market to fund build-out https://www.cnbc.com/2026/02/09/alphabet-highlights-new-ai-related-risks-in-tapping-debt-market.html https://www.cnbc.com/2026/02/09/alphabet-highlights-new-ai-related-risks-in-tapping-debt-market.html" [X Link](https://x.com/momoblog0214/status/2021167883511103847) 2026-02-10T10:22Z 38K followers, 15.5K engagements "AI - ๐ธ6000AI $CSCO $AVGO $NVDA 6000AI AI ๐ธ G300 $TSM [--] AI ๐ธ28% AI28% ๐ธ AI [--] AI ๐ธ Cisco unveils new AI networking chip taking on Broadcom and Nvidia https://finance.yahoo.com/news/cisco-unveils-ai-networking-chip-083353229.html https://finance.yahoo.com/news/cisco-unveils-ai-networking-chip-083353229.html" [X Link](https://x.com/momoblog0214/status/2021169712541970646) 2026-02-10T10:29Z 38.1K followers, 23.6K engagements "๐ Unity $U OpenAI Codex ๐ ToDo1 ๐ค" [X Link](https://x.com/momoblog0214/status/2021195697333387666) 2026-02-10T12:13Z 38K followers, [----] engagements "$DDOG 2026Q4 Q4โจ 10.5%๐ ๐ธFY25 Q4 EPS: 0.59(0.55) : 9.53(9.18) ๐: +29% Y/Y ๐ธFY26 Q1 โEPS: 0.49-0.51(0.52) : 9.51-9.61(9.34) ๐ธFY26 โEPS: 2.08-2.16(2.34) โ: 40.6-41.0(41.0) ๐ธ ๐ARR 100: 603(+31%462) ๐ARR 10: 4310(+19%3610) ๐ธ(Q4) โGAAP: 80% โNon-GAAP: 81% โGAAP: 900(1%) โNon-GAAP: 2.30(24%) โ: [----] โ: [----] โ: [----] ๐ธ โBits AI SRE Agent: AI โStorage Management: โFeature Flags: โData Observability: โ2025400 ๐ธ โAWS โLLM ObservabilityAI Security for AWS ResourcesCloud SIEM Risk InsightsBits AI โAWS ๐ธCEO(Olivier Pomel) 2025AI400 2026AI ๐ธ DatadogAI" [X Link](https://x.com/momoblog0214/status/2021202022620667964) 2026-02-10T12:38Z 38.1K followers, 16.7K engagements "Upstart $UPST 2025Q4 EPSโจ 2%๐ ๐ธFY25 Q4 EPS: 0.17(0.15) : 2.96(2.89) ๐: +35% Y/Y ๐ธFY26 : 14.0(12.7) ๐ธFY25 Q4 ๐: 45.6(+86% Y/Y) ๐: 19.4%(18.0%) ๐: 32(+52% Y/Y) ๐: 1890(-480) ๐: 1860(-280) ๐: 1.41(+15% Y/Y) ๐: 53%(61%) ๐EBITDA: 6370(3880) ๐EBITDA: 22%(18%) ๐ธ ๐: 20255Q4 ๐: Q470%11() ๐: [------] ๐: 20% ๐ธ ๐86% vs 18% โ91%() โ ๐ธ2025-2028 ๐CAGR: 35% ๐EBITDA: 25% ๐ธ โ2026() โ โ ๐ธ โPaul Gu202651CEO โ ๐ธCEO(Dave Girouard) 202586%64%18%Upstart20255Q4 20%Q470%111320262026 ๐ธ Upstart(NASDAQ: UPST)AI100 UpstartAI 90%Upstart2012 https://twitter.com/i/web/status/2021351802491535538" [X Link](https://x.com/momoblog0214/status/2021351802491535538) 2026-02-10T22:33Z 38.1K followers, [----] engagements "$DDOG ๐โ $DDOG 2025Q3 AIโจ 7.5%๐ ๐ธFY25 Q3 EPS: 0.55(0.46) : 8.86(8.52) ๐: +28% Y/Y ๐ธFY25 Q4 EPS: 0.54-0.56(0.45) : https://t.co/cnQzbqbqHw $DDOG 2025Q3 AIโจ 7.5%๐ ๐ธFY25 Q3 EPS: 0.55(0.46) : 8.86(8.52) ๐: +28% Y/Y ๐ธFY25 Q4 EPS: 0.54-0.56(0.45) : https://t.co/cnQzbqbqHw" [X Link](https://x.com/momoblog0214/status/2021390249021276275) 2026-02-11T01:06Z 38.1K followers, [----] engagements "$ALAB ๐โ $ALAB 2025Q3 AI โจ 5.6%๐ ๐ธFY25 Q3 EPS: 0.49(0.39) : 2.306(2.064) ๐: +104% Y/Y+20% Q/Q ๐ธFY25 Q4 https://t.co/6qn9ge11W3 $ALAB 2025Q3 AI โจ 5.6%๐ ๐ธFY25 Q3 EPS: 0.49(0.39) : 2.306(2.064) ๐: +104% Y/Y+20% Q/Q ๐ธFY25 Q4 https://t.co/6qn9ge11W3" [X Link](https://x.com/momoblog0214/status/2021390546800083345) 2026-02-11T01:07Z 38.1K followers, [----] engagements "$NET ๐โ $NET ๐ 2025Q3 Q2โจ ๐ 7.2%๐ ๐ธFY25 Q3 EPS: 0.27(0.23) : 5.62(5.45) ๐: +31% Y/Y ๐ธFY25 Q4 EPS: 0.27(0.26) https://t.co/oLwDcEy6d1 $NET ๐ 2025Q3 Q2โจ ๐ 7.2%๐ ๐ธFY25 Q3 EPS: 0.27(0.23) : 5.62(5.45) ๐: +31% Y/Y ๐ธFY25 Q4 EPS: 0.27(0.26) https://t.co/oLwDcEy6d1" [X Link](https://x.com/momoblog0214/status/2021390828829385121) 2026-02-11T01:08Z 38.1K followers, [----] engagements "$UPST ๐โ $UPST 2025Q3 AIโจ 15.3%๐ ๐ธFY25 Q3 EPS: 0.52(0.42) โ: 2.77(2.80) ๐: +71% Y/Y ๐ธFY25 Q4 โ: 2.88(3.04) https://t.co/XvLh4papuO $UPST 2025Q3 AIโจ 15.3%๐ ๐ธFY25 Q3 EPS: 0.52(0.42) โ: 2.77(2.80) ๐: +71% Y/Y ๐ธFY25 Q4 โ: 2.88(3.04) https://t.co/XvLh4papuO" [X Link](https://x.com/momoblog0214/status/2021391142332637314) 2026-02-11T01:09Z 38.1K followers, [----] engagements "$PLTR ๐ธ10 [--] ๐ธ5 [--] ๐ธAILLM AILLM ๐ธ Palantir and Airbus Extend Strategic Collaboration https://www.businesswire.com/news/home/20260210301221/en/Palantir-and-Airbus-Extend-Strategic-Collaboration https://www.businesswire.com/news/home/20260210301221/en/Palantir-and-Airbus-Extend-Strategic-Collaboration" [X Link](https://x.com/momoblog0214/status/2021395676605841666) 2026-02-11T01:27Z 38.1K followers, [----] engagements "$PLTR ๐โ $PLTR 2025Q4 Rule of 40127%๐ 7%๐ ๐ธFY25 Q4 EPS: 0.25(0.23) : 14.1(13.4) ๐: +70% Y/Y+19% Q/Q ๐ธFY26 Q1 : https://t.co/Lcn1rqnhcu $PLTR 2025Q4 Rule of 40127%๐ 7%๐ ๐ธFY25 Q4 EPS: 0.25(0.23) : 14.1(13.4) ๐: +70% Y/Y+19% Q/Q ๐ธFY26 Q1 : https://t.co/Lcn1rqnhcu" [X Link](https://x.com/momoblog0214/status/2021395978084024715) 2026-02-11T01:28Z 38.1K followers, [----] engagements "2 OpenAICodex Unity $U Codex๐ ๐" [X Link](https://x.com/momoblog0214/status/2021560731121099189) 2026-02-11T12:23Z 38.1K followers, 42K engagements "Codex โจ Codex๐ [--] OpenAICodex Unity $U Codex๐ ๐ https://t.co/Y9NwB5UCun [--] OpenAICodex Unity $U Codex๐ ๐ https://t.co/Y9NwB5UCun" [X Link](https://x.com/momoblog0214/status/2021563187725009029) 2026-02-11T12:33Z 38.1K followers, 25.6K engagements "Unity $U 2025Q4 Vector310%๐ 27%๐ ๐ธFY25 Q4 EPS: 0.24(0.21) : 5.03(4.93) ๐: +10% Y/Y ๐ธFY26 Q1 โ: 4.80-4.90(4.92) ๐ธ(Q4) ๐Create Solutions: 1.65(+8% Y/Y) โ ๐Grow Solutions: 3.38(+11% Y/Y) โUnity Vector10%3 โVectorGrow56% โIronSource Ad Network11%() ๐ธ โGAAP: 8940(-18%) โEBITDA: 1.25(25%) โ: [----] โ: [----] โ: 20.6(+5.36) โ: [----] ๐ธ โUnity [--] โVector310% โVectorUnity โUnity Runtime ๐ธ โAI โ โ โ ๐ธCEO(Matt Bromberg) [----] Unity [--] ๐ธ Unity Software Inc. PC https://twitter.com/i/web/status/2021584139674345583 https://twitter.com/i/web/status/2021584139674345583" [X Link](https://x.com/momoblog0214/status/2021584139674345583) 2026-02-11T13:56Z 38.1K followers, 25.1K engagements "๐ธ3000 $META AI 21% $HLT ๐ธ10% 10%20(3000) AI ๐ธAI 127.4% 11202511%2026293% AIAIAI ๐ธ [--] $AMZN $GOOGL AI ๐ธ Ackman's hedge fund Pershing Square bets on Meta exits Hilton https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html" [X Link](https://x.com/momoblog0214/status/2021705970628603970) 2026-02-11T22:00Z 38.1K followers, [----] engagements "@amaumaxamaumax ๐ธE E ๐ธ METAUnity AI๐ค" [X Link](https://x.com/momoblog0214/status/2021857156581175657) 2026-02-12T08:01Z 38.1K followers, [---] engagements "Anthropic4.657 ๐ธGICCoatue AnthropicGICCoatueG300(4.6) 3800(57) D.E.DragoneerICONIQMGX AI ๐ธ140310 [----] [---] 10Claude17 108Claude ๐ธClaude CodeGitHub4% Claude Code20255 [-------] [---] GitHub4%Claude Code ๐ธCowork 130Cowork Cowork11 HIPAAClaude for Enterprise Opus [---] ๐ธ Claude 3ClaudeAI AIAnthropic ๐ธAnthropic https://twitter.com/i/web/status/2022052134167195676 https://twitter.com/i/web/status/2022052134167195676" [X Link](https://x.com/momoblog0214/status/2022052134167195676) 2026-02-12T20:56Z 38.2K followers, [----] engagements "OpenAI ๐ธAIOpenAI AI $GOOGL Anthropic ChatGPTOpenAIAI OpenAI ๐ธ OpenAI13%22% OpenAI $NVDA $ORCL $MSFT ๐ธ OpenAI1000200 HSBC20332070 ๐ธ OpenAI OpenAI Stocks in OpenAIs Orbit Get Second Look as Traders Eye Rebound https://finance.yahoo.com/news/stocks-openai-orbit-second-look-112539287.html https://finance.yahoo.com/news/stocks-openai-orbit-second-look-112539287.html" [X Link](https://x.com/momoblog0214/status/2022053478781288854) 2026-02-12T21:01Z 38.2K followers, [----] engagements "$ANET 2025Q4 10โจ 9%๐ ๐ธFY25 Q4 EPS: 0.82(0.76) : 24.88(23.88) ๐: +28.9% Y/Y ๐ธFY26 Q1 : 26.0(24.6) โNon-GAAP: 62-63% โNon-GAAP: 46% ๐ธFY25 ๐: 90.06(+28.6% Y/Y) ๐GAAP: 35.11(+23.1% Y/Y) ๐Non-GAAP: 38.06(+28.1% Y/Y) ๐Non-GAAP EPS: 2.98(+28.4% Y/Y) ๐ธ(Q4) โGAAP: 62.9% โNon-GAAP: 63.4% โGAAP: 41.5% โNon-GAAP: 47.5% ๐GAAP: 9.558(+19.3% Y/Y) ๐Non-GAAP: 10.47(+23.2% Y/Y) โ: [--] ๐ธFY25 โ: 43.72(+17.9% Y/Y) โ: [-----] โ: [-----] โ: [-----] ๐ธ(Q4) โR4: AI โArista VESPA(Virtual Ethernet Segment with Proxy ARP): WLAN โArista AVA(Autonomous Virtual Assist): AI โCognitive Campus: ๐ธCEO(Jayshree Ullal)" [X Link](https://x.com/momoblog0214/status/2022064714969481332) 2026-02-12T21:46Z 38.2K followers, [----] engagements "$AMZN 2025Q4 [--------] AWS24%13๐ 7.6%๐ ๐ธFY25 Q4 โEPS: 1.95(1.96) : 2134(2112) ๐: +14% Y/Y(+12%) ๐ธFY26 Q1 : 1735-1785(1752) ๐: +11-15% Y/Y โ: 165-215(184) โLeo10 ๐ธ2026 ๐ฐ2000 โAI ๐ธ(Q4) ๐: 1271(+10% Y/Y) ๐: 507(+17% Y/Y+11%) ๐AWS: 356(+24% Y/Y13) ๐ธ(Q4) ๐: 115(93) ๐: 10(13) ๐AWS: 125(106) โ: 117.36.1 โ: [---] ๐ธ(Q4) ๐: 830(+10% Y/Y+8%) ๐: 59(+5% Y/Y) ๐: 528(+11% Y/Y+10%) ๐: 213(+23% Y/Y+22%) ๐: 131(+14% Y/Y+12%) ๐ธFY25 ๐: 7169(+12% Y/Y) ๐: 800(686) ๐: 77717.17(5925.53) ๐: 1395(+20%) ๐: 112(382) โFCF507(AI) ๐ธAWS โOpenAIVisaNBABlackRockPerplexityLyftUnited" [X Link](https://x.com/momoblog0214/status/2019528472897679854) 2026-02-05T21:48Z 38.2K followers, 79.6K engagements "AI ๐ธ134 $BK [---] [-----] ๐ธ BNY20253819% CFO ๐ธAI BNYAI 10AI BNYAI119% ๐ธ BNYAI [---] ๐ธ Digital employees AI bootcamps: Americas oldest bank is spending billions on tech https://www.cnbc.com/2026/02/09/digital-employees-ai-bootcamps-americas-oldest-bank-spends-billions-on-tech.html https://www.cnbc.com/2026/02/09/digital-employees-ai-bootcamps-americas-oldest-bank-spends-billions-on-tech.html" [X Link](https://x.com/momoblog0214/status/2020971612233941452) 2026-02-09T21:22Z 38.2K followers, 10.7K engagements "$BK ๐โ $BK 2025Q4 8๐ 0.9%๐ ๐ธFY25 Q4 EPS: 2.08(1.98) : 51.8(51.5) ๐: +7% Y/Y ๐ธFY25 Q4 https://t.co/0t4awaApu3 $BK 2025Q4 8๐ 0.9%๐ ๐ธFY25 Q4 EPS: 2.08(1.98) : 51.8(51.5) ๐: +7% Y/Y ๐ธFY25 Q4 https://t.co/0t4awaApu3" [X Link](https://x.com/momoblog0214/status/2020972001855410612) 2026-02-09T21:24Z 38.2K followers, [----] engagements "$BK AI 5๐ญ ๐ AI ๐ธ134 $BK [---] AI ๐ธ134 $BK 134" [X Link](https://x.com/momoblog0214/status/2020975443248296391) 2026-02-09T21:37Z 38.2K followers, [----] engagements "Zoetis $ZTS 2025Q4 EPSโจ 1%๐ ๐ธFY25 Q4 EPS: 1.48(1.40) : 23.9(23.6) ๐: +3% Y/Y ๐ธFY26 EPS: 7.007.10(6.82) : 98.25100.25(99.1) ๐ธ โSimparica Trio102 โSimparica: 15.04(+12%) โSimparica TrioNo.1 โ: 17.43(+6%) โApoquelCytopoint โOAmAb: 5.68(-3%) โLibrela75% โ3 ๐ธ โ2025185 โLeniviaEU(OAmAb3) โPortelaEU(OA3mAb) โSimparica TrioApoquelCytopoint โH5N2() โDectomax-CA1 Injectable ๐ธ Zoetis ()" [X Link](https://x.com/momoblog0214/status/2021935299908317650) 2026-02-12T13:11Z 38.2K followers, [----] engagements "๐โ Anthropic raises $30 billion in Series G funding at $380 billion post-money valuation https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation" [X Link](https://x.com/momoblog0214/status/2022052136239120413) 2026-02-12T20:56Z 38.2K followers, [----] engagements "http://x.com/i/article/2022511136017649666 http://x.com/i/article/2022511136017649666" [X Link](https://x.com/momoblog0214/status/2022580081105998079) 2026-02-14T07:54Z 38.2K followers, 19K engagements "Paycom Software $PAYC 2024Q3 21%๐ ๐ธFY24 Q3 EPS: $1.67 (+$0.06) : $451.9M (+$4.7M) ๐: +11.2% Y/Y ๐ธFY24 Q4 : $477M-$484M ๐: +10.6% Y/Y () ๐ธFY24 : $1.866B-$1.873B ๐: +10.4% Y/Y () ๐ธ โ: $325.8M โ: $0 โ: $21.0M303245($44.0M) ๐ธ โ98.5% โ โ โROI โ2024 ๐ธ โHR โ โ โ โ ๐ธ Paycom Software 25BetiHR HR https://twitter.com/i/web/status/1852329647293563295 https://twitter.com/i/web/status/1852329647293563295" [X Link](https://x.com/momoblog0214/status/1852329647293563295) 2024-11-01T12:39Z 38.2K followers, 17.3K engagements "$AB ๐ [--] AB FIRE๐ค 85400๐ https://twitter.com/i/web/status/2016101965848314266 https://twitter.com/i/web/status/2016101965848314266" [X Link](https://x.com/momoblog0214/status/2016101965848314266) 2026-01-27T10:52Z 38.2K followers, 46.7K engagements "$CLS 2025Q4 EPSโจ AI2026๐ 4.7%๐ ๐ธFY25 Q4 EPS: 1.89(1.76) : 36.5(34.9) ๐: +44% Y/Y ๐ธFY26 Q1 EPS: 1.95-2.15(1.83) : 38.5-41.5(36.5) ๐ธFY26 EPS: 8.75(8.498.20) : 170(164160) โ: 7.8%() โ: 5() ๐ธQ4 ๐CCSConnectivity & Cloud Solutions: 28.6(+64% Y/Y)8.4% ๐HPSHardware Platform Solutions: 14(+72% Y/Y) ๐ATSAdvanced Technology Solutions: 8.0(-1% Y/Y)5.3% ๐ธ โQ4310%(36%15%12%) โ2025310%(32%14%12%) ๐ธGoogle โ2027 โGoogle TPUTensor Processing Unit โ โGoogleTPU ๐ธ โ2026: 10(6%) โ2026-2027 โ โ โ โ โHPS โ ๐ธ31.6T โ31.6 โ2027 ๐ธCEO(Rob Mionis) 436.5EPS 1.892025123.928%EPS56% 20252026AI2026170EPS8.75" [X Link](https://x.com/momoblog0214/status/2016650998966866325) 2026-01-28T23:14Z 38.2K followers, 22.7K engagements "SoFi Technologies $SOFI 2025Q4 ๐ 5.5%๐ ๐ธFY25 Q4 EPS: 0.13(0.11) : 10.3(9.82) ๐: +40% Y/Y ๐ธFY26 Q1 EPS: 0.12(0.12) ๐: 10.4(+35% Y/Y) ๐ธFY26 EPS: 0.60(0.55) ๐: 46.55(+30% Y/Y) ๐ธ ๐: 1370(+35% Y/Y) ๐: 2020(+37% Y/Y) ๐: 40%(+7) ๐: 9.6%() ๐Rule of 40: 68% ๐ธCEO(Anthony Noto) [-------] [---] ๐ธ SoFi Technologies 1370SoFi FintechSoFiGalileo12850 https://twitter.com/i/web/status/2017214932669136953 https://twitter.com/i/web/status/2017214932669136953" [X Link](https://x.com/momoblog0214/status/2017214932669136953) 2026-01-30T12:34Z 38.2K followers, 84.7K engagements "SoFi $SOFI ๐ธ40%6% SoFi Technologies2025410.3 40% 6% ๐ธ3 130% 2PER58 [--] ๐ธ 44% Rule of 4068% ๐ธ 30% SoFi ๐ธYouTube๐ ๐ SoFi $SOFI YouTube ๐ https://t.co/SvFQDtIPiK ๐ https://t.co/xhmMdjos9k ๐ SoFi $SOFI YouTube ๐ https://t.co/SvFQDtIPiK ๐ https://t.co/xhmMdjos9k" [X Link](https://x.com/momoblog0214/status/2017752939499298978) 2026-02-01T00:12Z 38.2K followers, 94.1K engagements "$ETN 2025Q4 ๐ 6%๐ ๐ธFY25 Q4 EPS: 3.33(3.32) โ: 70.6(70.9) ๐: +13% ๐ธFY26 Q1 โEPS: 2.652.85(3.01) ๐: 57% ๐: +13% ๐ธFY26 โEPS: 13.0013.50(13.52) ๐: 79% ๐: +13% ๐ธ ๐Electrical Americas: 12+16% ๐: Q4+200%+40% ๐Aerospace: 12+11% ๐: Electrical+29%Aerospace+16%(YoY) ๐Book-to-Bill: ElectricalAerospace1.1(12) ๐: 3.0(+30%) ๐ธ(Q4) โElectrical Americas: 35.1(+21%)29.8%+31%(YoY) โElectrical Global: 17.3(+10%)19.7%(+200bps)+19%(YoY) โAerospace: 11.1(+14%)24.1%(+120bps)+16%(YoY) โVehicle: 5.9(-9%)16.5% โeMobility: 1.3(-15%)7.8% ๐ธ(Q4) ๐ฐ: 20(+23%) ๐ฐ: 16(+17%) ๐ธ(2025130) โFibrebond: 14.3()" [X Link](https://x.com/momoblog0214/status/2018667995514757589) 2026-02-03T12:48Z 38.2K followers, [----] engagements "O'Reilly Automotive $ORLY 2025Q4 EPS 33โจ 4%๐ ๐ธFY25 Q4 โEPS: 0.71(0.72) : 44.14(43.94) ๐: +8% Y/Y ๐: +5.6% Y/Y(+4.4%) ๐ธFY25 ๐EPS: 2.97(+10%) ๐: 177.82(+6%) ๐: +4.7% Y/Y(+2.9%) ๐: 25.38(+6%+1.52) ๐ธFY26 EPS: 3.10-3.20(2.98) : 187-190(177.6) : 3.0%-5.0% โ: 51.5%-52.0% โ: 19.2%-19.7% โ: 22.6% โ: 225-235() ๐ธQ4 ๐: 51.8%(51.3%) ๐: 18.8%(+12%) ๐: 13.7%(+10%) โ SG&A: 14.58(33.0%+7%) โSG&A ๐ธ ๐: 51.6%(51.2%) ๐: 19.5%(+6%) ๐: [-----] ๐: [-----] ๐ธFY26 ๐: 31-35 ๐: 13-14 ๐: 18-21 ๐ธ โ2025: 207(1822511) โ: 6585(48) โ โ: [-----] ๐ธ ๐Q4: 52096.69(5.0) ๐: 227092.26(21.0) ๐: 2100(1%) ๐2011:" [X Link](https://x.com/momoblog0214/status/2019182982092018114) 2026-02-04T22:55Z 38.2K followers, [----] engagements "$BE 2025Q4 โจ AI๐ 12%๐ ๐ธ2025Q4 EPS: 0.45(0.43) : [-----] ๐: +35.9% Y/Y ๐: 7.002(+33.2%) ๐ธ2025 ๐: 20.2(+37.3%) ๐: 17.6(+35.5%) ๐: 29.0%(+1.6%pt) ๐Non-GAAP: 30.3%(+1.6%pt) ๐: 7280(+4990) ๐Non-GAAP: 2.21(+1.134) ๐: 1.139(2) ๐Non-GAAP EPS(): 0.76(0.28) ๐ธ2026 EPS: 1.331.48(1.12) : 3133(25.8) ๐: +58% Y/Y() ๐Non-GAAP: 32% ๐Non-GAAP: 4.254.75 ๐ธ ๐: [---] ๐: 60(2.5) ๐ธ(Q4) ๐: 30.8%(38.3%) ๐Non-GAAP: 31.9%(39.3%) ๐: 16.9%(-1.7%) ๐Non-GAAP : 19.5%(0.5%+19.0%pt) ๐: 8750(-1720) ๐Non-GAAP: 1.33() ๐: [-----] ๐ธ(2025) ๐: [----] ๐: [----] ๐: [----] ๐: [----] ๐ธ(20251231) ๐ฐ: 24.5(20248.03) โ:" [X Link](https://x.com/momoblog0214/status/2019533287014953128) 2026-02-05T22:07Z 38.2K followers, 12.9K engagements "VRTSPAC ETN $GEV $BE $CAT ------------------ AI๐โ AI AI2028 ------------------ ๐ https://youtu.be/st-3R6sgfTk https://youtu.be/gpBsYWO_ig0 https://youtu.be/st-3R6sgfTk https://youtu.be/gpBsYWO_ig0" [X Link](https://x.com/momoblog0214/status/2019552941280227469) 2026-02-05T23:25Z 38.2K followers, [---] engagements "๐ 29() $MNDY $APO $KD 210() $ALAB $DDOG $HOOD $INMD $NET $RACE $SPGI $UPST $SPOT 211() $APP $CLBT $CSCO $SHOP $HUBS $PAYC $ROL $RPRX $TYL $U $VRT $ABNB 212() $AMAT $ANET $BRKR $CART $COIN $DXCM $HWM $KNSL $NBIS $TOST $VRTX $ZBRA $ZTS $BN" [X Link](https://x.com/momoblog0214/status/2020797028410745219) 2026-02-09T09:48Z 38.2K followers, [----] engagements "$ALAB 2025Q4 EPSโจ 5%๐ ๐ธFY25 Q4 EPS: 0.58(0.51) : 2.71(2.50) ๐: +92% Y/Y+17% Q/Q ๐ธFY26 Q1 EPS: 0.530.54(0.52) : 2.862.97(2.60) ๐: +83% Y/Y+8% Q/Q ๐ธFY25 ๐: 8.53(+115% Y/Y) ๐: 75.7%(76.4%) ๐: 20.3%(-29.3%) ๐GAAP EPS: 1.22(-0.64) ๐Non-GAAP EPS: 1.84(0.84) ๐ธ โScorpio X-Series โScorpio X-Series:radixHypercast โ2030200 โNVLink Fusion โLeo CXLMicrosoft Azure M-seriesCXL โCXL 2.02TB1.5 ๐ธ โDesmond LynchCFO(202632) โ25 โRambusCFOKnowlesIDTAtmelNational Semiconductor โMike TateCEO ๐ธCEO(Jitendra Mohan) ๐ธ Astera LabsAI CXLEthernetNVLink FusionPCIeUALinkCOSMOS" [X Link](https://x.com/momoblog0214/status/2021338177102106709) 2026-02-10T21:39Z 38.2K followers, 25.8K engagements "$HOOD 2025Q4 โจ 6%๐ ๐ธFY25 Q4 EPS: 0.66(0.64) โ: 12.8(13.4) ๐: +27% Y/Y ๐ธ(Q4) ๐: 7.76(+15% Y/Y) - : 1.47(+300%) - : 3.14(+41%) - : 0.94(+54%) - : 2.21(-38%) ๐: 4.11(+39% Y/Y) ๐: 0.96(+109% Y/Y) - Robinhood Gold: 0.50(+56%) ๐ธ(Q4) ๐EBITDA: 7.61(+24% Y/Y) ๐EBITDA: 59%(60%) ๐: 6.33(+38% Y/Y) ๐SBC: 5.97(+18% Y/Y) ๐ฐ: 43() ๐ธ ๐: 2700(+7% Y/Y+180) ๐: 2840(+8% Y/Y+220) ๐Robinhood Gold: 420(+58% Y/Y) โRobinhood Gold: 15% ๐(ARPU): 191(+16% Y/Y) ๐ธ ๐: 3240(+68% Y/Y) ๐(Q4): 159(Q3+19%) ๐(): 681(Q4 2024+35%) ๐ธ(Q4) ๐: 7100(+68% Y/Y) ๐: 6.59(+38% Y/Y) ๐: [---] - Bitstamp: [---] - Robinhood:" [X Link](https://x.com/momoblog0214/status/2021346151782547915) 2026-02-10T22:10Z 38.2K followers, 36K engagements "AppLovin $APP 2025Q4 5%๐ ๐ธFY25 Q4 EPS: 3.24(2.94) : 16.6(16.1) ๐: +66% Y/Y ๐ธ1Q26 : 17.4517.75(17.0) ๐: +52% Y/Y() ๐ธ(Q4) ๐EBITDA: 14.0(+82% Y/Y84%) ๐: 66%(60%) ๐: 66%(60%) ๐: 13.1(+87%) ๐: 13.1(+88%) ๐ฐ: 24.9(+257%) ๐ธ ๐(Q4): 4.8(80) โ: 3.38(Class A+Class B) ๐ธ โ4.1 โ(): [---] โ: [---] โ: [---] ๐ธ AppLovin AI https://twitter.com/i/web/status/2021698165750346103 https://twitter.com/i/web/status/2021698165750346103" [X Link](https://x.com/momoblog0214/status/2021698165750346103) 2026-02-11T21:29Z 38.2K followers, 40.3K engagements "$CSCO 2026Q2 20%๐ 6%๐ ๐ธFY26 Q2 EPS: 1.04(1.02) : 153(151) ๐: +10% Y/Y ๐ธFY26 Q3 EPS: 1.02-1.04(1.03) : 154-156(152.1) ๐ธFY26 EPS: 4.13-4.17(4.13) : 612-617(607.7) โ ๐ธ ๐: +18% Y/Y(2) ๐: +20% Y/Y ๐AI(): 21() โ ๐ธ(Q2) ๐Americas: 88.5(+8% Y/Y) ๐EMEA: 44.3(+15% Y/Y) ๐APJC: 20.8(+8% Y/Y) ๐ธ(Q2) ๐: 82.9(+21% Y/Y) ๐: 20.2(-4% Y/Y) ๐: 10.5(+6% Y/Y) โ: 2.8() ๐ธ โGAAP: 65.0% โNon-GAAP: 67.5% โGAAP: 24.6%() โNon-GAAP: 34.6%() โ: 18(-19% Y/Y) โ: [---] ๐ธ(RPO) ๐: 434(+5% Y/Y) ๐RPO: +8% Y/Y ๐RPO: 118(+11% Y/Y) ๐RPO: +2% Y/Y ๐ธ ๐: 284(+2% Y/Y) ๐: +3% Y/Y ๐: +2% Y/Y ๐ธ ๐: 10.42(+2%) ๐:" [X Link](https://x.com/momoblog0214/status/2021703603589992845) 2026-02-11T21:51Z 38.2K followers, 10.8K engagements "$COIN 2025Q4 EPS๐ 3%๐ ๐ธFY25 Q4 โEPS: 0.66(0.96) โ: 17.8(18.3) ๐: -22% Y/Y ๐ธFY25 ๐: 68.8(+9% Y/Y) ๐: 12.6(2024: 25.8) ๐Adjusted EBITDA: 28.1(2024: 33.5) ๐: 24.3(2024: 31.0) ๐ธFY26 Q1 โ: 4.2(210) โ: 5.56.3 โ&+: 9.259.75 โ: 2.153.15 โ: [---] ๐ธ(Q4) ๐: 9.83(-6% Q/Q) : 7.34(-13% Q/Q) : 1.85(+37% Q/Q) ๐: 7.27(-3% Q/Q) : 3.64(+3% Q/Q) : 1.52(-18% Q/Q) : 0.6(-8% Q/Q) ๐ธ ๐Coinbase(2025): 5.23(+156% Y/Y) ๐: 6.4%(2024: 3.2%) ๐Q4: 560(-6% Q/Q) ๐Q4: 2150(-13% Q/Q) ๐ธ ๐: 3760(33) โ12%Coinbase(2025) โ9 ๐ธ ๐USDC(Coinbase): 178(+18% Q/Q) ๐USDC: 762(+11% Q/Q) โCoinbase84 ๐ธCoinbase One" [X Link](https://x.com/momoblog0214/status/2022069119278100721) 2026-02-12T22:03Z 38.2K followers, 13.1K engagements "Airbnb $ABNB 2025Q4 2026๐ 3%๐ ๐ธFY25 Q4 โEPS: 0.56(0.66) : 27.8(27.1) ๐: +12% Y/Y ๐ธFY26 Q1 : 25.926.3(25.3) ๐: +14%+16% Y/Y โ3 โ ๐GBV: 10%(1ADR) ๐ธFY25 Q4 ๐: 12190(+10% Y/Y) ๐GBV(): 204(+16% Y/Y+13% Y/Y) ๐ADR(1): 168(+6% Y/Y+3% Y/Y) โ: 3.41(12%) โEBITDA: 7.86(28%) โ: 5.21(19%) ๐ธFY25 ๐: 122(+10% Y/Y) ๐: 53300(+8% Y/Y) ๐GBV: 913(+12% Y/Y+10% Y/Y) โ: 25(21%) โEBITDA: 43(35%) โ: 46(38%) ๐ธFY26 : 10%(2) โ โEBITDA: () ๐ธ โReserve Now Pay Later()70% โ202622026 โ1014Limited โ124(28) โQ4 ๐ธ ๐2 ๐ ๐50% ๐2(60%) ๐ธ โ20255Airbnb ServicesAirbnb Experiences โ2025 โ โ โ โ2026 ๐ธAI โAI โAI31 โ" [X Link](https://x.com/momoblog0214/status/2022072381570003184) 2026-02-12T22:16Z 38.2K followers, [----] engagements "AI ๐ธ220% AI CBRE $CBRE 8.8%220% [----] 4.2% ๐ธAI 2AI AIAI AI Real Estate Stocks Sink as Worries About AI Risks Spread https://finance.yahoo.com/news/real-estate-stocks-sink-worry-193805129.html https://finance.yahoo.com/news/real-estate-stocks-sink-worry-193805129.html" [X Link](https://x.com/momoblog0214/status/2022086633559113782) 2026-02-12T23:13Z 38.2K followers, 26.2K engagements "GPT-5.3-Codex-Spark AI GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj" [X Link](https://x.com/momoblog0214/status/2022095446265802957) 2026-02-12T23:48Z 38.2K followers, [----] engagements "AI ๐ธ20% AI C.H.RXO14.5%20.5% J.B.5%XPO6%13.2% AI ๐ธ70% AISemiCab300400% 70% [---] SemiCabCEO Trucking and logistics stocks drop on release of AI freight scaling tool https://www.cnbc.com/2026/02/12/trucking-and-logistics-stocks-tumble-on-release-of-ai-freight-scaling-tool.html https://www.cnbc.com/2026/02/12/trucking-and-logistics-stocks-tumble-on-release-of-ai-freight-scaling-tool.html" [X Link](https://x.com/momoblog0214/status/2022146679009694001) 2026-02-13T03:11Z 38.2K followers, [----] engagements "Spotify121 - AI ๐ธ SpotifyCEO121 Q4AI [------] ๐ธ SpotifyHonkAIClaude Code SlackAI Slack ๐ธ Spotify(LLM) EDM ๐ธ SpotifyAI AI AI ๐ธ Spotify says its best developers havent written a line of code since December thanks to AI https://techcrunch.com/2026/02/12/spotify-says-its-best-developers-havent-written-a-line-of-code-since-december-thanks-to-ai/ https://techcrunch.com/2026/02/12/spotify-says-its-best-developers-havent-written-a-line-of-code-since-december-thanks-to-ai/" [X Link](https://x.com/momoblog0214/status/2022148449970556975) 2026-02-13T03:18Z 38.2K followers, [----] engagements "@tattsun18066066 IDXX" [X Link](https://x.com/momoblog0214/status/2022422810086510806) 2026-02-13T21:29Z 38.2K followers, [--] engagements "๐ ๐ 22() $DIS $FN $IDXX $PLTR 23() $AMD $CMG $EMR $ETN $IT $JKHY $LITE $PJT $SMCI 24() $ABBV $ALGN $ARM $EFX $BAM $CME $COHR $DHR $ELF $GOOGL $LLY $MCK $UBER $NVO $ODFL $ORLY $QCOM 25() $AMZN $BE $BILL $DOCS $ROAD $FTNT $ICE $KKR $LIN $TEAM $MPWR $MTD $RBLX $RDDT ๐ https://twitter.com/i/web/status/2017939578120982621 https://twitter.com/i/web/status/2017939578120982621" [X Link](https://x.com/momoblog0214/status/2017939578120982621) 2026-02-01T12:34Z 38.2K followers, 17.6K engagements "monday. com $MNDY 2026Q4 12%๐ ๐ธFY25 Q4 EPS: 1.04(0.92) : 3.34(3.30) ๐: +25% Y/Y ๐ธFY26 Q1 โ: 3.38-3.40(3.43) ๐ธFY26 โ: 14.52-14.62(14.8) ๐ธ ๐10: 63914(+8% Y/Y) ๐ARR 5: 4281(+34% Y/) ๐ARR 10: 1756(+45% Y/Y) ๐ARR 50: 87(+74% Y/Y) ๐ธARR ๐10: ARR81%(79%) ๐ARR 5: ARR41%(36%) ๐ARR 10: ARR28%(24%) ๐ARR 50: ARR6%(4%) ๐ธ โ: 110% โ10: 114% โARR 5: 116% โARR 10: 116% ๐ธ ๐(RPO): 8.39(+37% Y/Y) ๐(cRPO): 6.76(+31% Y/Y) ๐ธ ๐ฐ: Q488.41.35 ๐ฐ: 7.35(8.7) ๐ธAI โAI4AI(monday sidekickmonday vibemonday agentsmonday workflows) โmonday vibe: mondayARR 100(2025102.5) ๐ธ monday. comAI 25AI1AI CRMAI" [X Link](https://x.com/momoblog0214/status/2020838456813871545) 2026-02-09T12:33Z 38.2K followers, [----] engagements "$NET 2025Q4 โจ 8%๐ ๐ธFY25 Q4 EPS: 0.28(0.27) : 6.145(5.914) ๐: +34% Y/Y ๐ธFY26 Q1 โEPS: 0.23(0.25) : 6.20-6.21(6.14) ๐ธFY26 โEPS: 1.11-1.12(1.18) : 27.85-27.95(27.4) ๐ธFY25 ๐: 21.7(+30% Y/Y) ๐Non-GAAP: 3.039(14.0%) โGAAP: 2.072(9.6%) ๐ธ ๐RPO: +48% ๐Current RPO: +34% ๐ACV: +50%(2021) โACV: [----] ๐ธ(Q4) ๐GAAP: 73.6%(76.4%) ๐Non-GAAP: 74.9%(77.6%) ๐Non-GAAP: 14.6%(14.6%) ๐: 1.904(1.273) ๐: 9940FCF16.2%(478010.4%) ๐ฐ: [------] ๐ธ(FY25) ๐GAAP: 74.5%(77.3%) ๐Non-GAAP: 75.8%(78.7%) ๐: 6.031(3.804) ๐: 2.606FCF12.0%(1.66910.0%) ๐ธAI โAIWeb โCloudflareAI โCloudflare Workers โCloudflare" [X Link](https://x.com/momoblog0214/status/2021342211011641560) 2026-02-10T21:55Z 38.2K followers, 21.4K engagements "Vertiv $VRT 2025Q4 252%๐ 15%๐ ๐ธFY25 Q4 EPS: 1.36(1.30) โ: 28.8(28.9) ๐: +23% Y/Y ๐: +19% Y/Y ๐ธFY26 Q1 EPS: 0.95-1.01(0.96) : 25.027.0(25.6) ๐: +18%+26% ๐ธFY26 EPS: 5.976.07(5.33) : 132.5137.5(123.9) ๐: +27%+29% ๐ธQ4 ๐: +252% Y/Y(+117%) ๐12: +81% Y/Y โBook-to-Bill: [---] ๐: 150(+109% Y/Y) โ/ โ ๐ธQ4 ๐: 5.8(+27% Y/Y) ๐: 6.68(+33% Y/Y) ๐: 23.2%(+170bp Y/Y) ๐: 10.1(+136% Y/Y) ๐: 9.1(+151% Y/Y) โ: 0.5(Q4) ๐ธ(Q4) ๐: 18.9(+50% Y/Y+46%) ๐APAC: 4.9(-10% Y/Y-9%) ๐EMEA: 5.0(-8% Y/Y-14%) ๐ธ(Q4) ๐: 23.1(+23% Y/Y) ๐: 5.7(+21% Y/Y) ๐ธCEO(Giordano Albertazzi) Vertiv [----] ๐ธ(Dave Cote) ๐ธ" [X Link](https://x.com/momoblog0214/status/2021571401266983359) 2026-02-11T13:05Z 38.2K followers, 20.4K engagements "Gemini [--] Deep Think ๐ธ $GOOGL Gemini [--] Deep Think ๐ธ Deep Think Deep Think AI ๐ธ Deep Think AIHumanity's Last Exam48.4% 2025Codeforces3455Elo ๐ธ3D Deep Think 3D ๐ธ Gemini [--] Deep ThinkGoogle AI UltraGemini API https://twitter.com/i/web/status/2022055356478951714 https://twitter.com/i/web/status/2022055356478951714" [X Link](https://x.com/momoblog0214/status/2022055356478951714) 2026-02-12T21:08Z 38.2K followers, [----] engagements "AI ๐ AI https://t.co/NcaX0ZpyB3 AI https://t.co/NcaX0ZpyB3" [X Link](https://x.com/momoblog0214/status/2022390425932423523) 2026-02-13T19:20Z 38.2K followers, 44.6K engagements "$PLTR 2025Q4 Rule of 40127%๐ 7%๐ ๐ธFY25 Q4 EPS: 0.25(0.23) : 14.1(13.4) ๐: +70% Y/Y+19% Q/Q ๐ธFY26 Q1 : 15.32-15.36(13.3) ๐ธFY26 : 71.82-71.98(62.8) ๐: +61% Y/Y ๐: 31.44(+115% Y/Y) ๐ธ ๐: 10.76(+93% Y/Y+22% Q/Q) ๐: 5.07(+137% Y/Y+28% Q/Q) ๐: 5.70(+66% Y/Y+17% Q/Q) ๐(RDV): 43.8(+145% Y/Y+21% Q/Q) ๐ธ ๐: 7.98(57%) ๐: 7.91(56%) ๐: 7.77(55%) ๐GAAP: 5.75(41%) ๐GAAP: 6.09(43%) ๐ฐ: [--] ๐ธ ๐: 954(+34% Y/Y+5% Q/Q) ๐: 780(+37% Y/Y+5% Q/Q) ๐: 571(+49% Y/Y+8% Q/Q) โ(NDR): 139% ๐ธ โ100: [---] โ500: [--] โ1000: [--] ๐TCV: 42.6(+138% Y/Y) ๐TCV: 13.4(+67% Y/Y) ๐ธ โShipOS: FoundryAIP16010 โAmerican" [X Link](https://x.com/anyuser/status/2018441307266683308) 2026-02-02T21:48Z 38.2K followers, 164.2K engagements "๐ Rule of 40Enterprise Software Palantir 120โจ $PLTR: 127% $PTC: 99% $FICO: 71% $PGY: 63% $ADBE: 55% $SNPS: 54% $ADSK: 54% $DT: 48% $INTU: 46% $GWRE: 45% $XRO: 45% $ZETA: 44% $KVYO: 43% $NEM: 42% $BSY: 42% $MANH: 42% $TOI: 40% $WDAY: 39% $ROP: 38% $DOCU: 38% $ACIW: 37% $SAP: 36% $NICE: 34% $CSU: 33% $SGE: 33% $NTNX: 32% $TEMN: 32% $PEGA: 32% $TYL: 32% $ESTC: 31% $PCOR: 28% $FIVN: 26% $TRMB: 25% $OTEX: 25% $CFLT: 25% $DSY: 24% $BILL: 22% $NEUSOFT: 16% ๐โ $1B โ Y โ X Rule of [--] $PLTR 2025Q4 Rule of 40127%๐ 7%๐ ๐ธFY25 Q4 EPS: 0.25(0.23) : 14.1(13.4) ๐: +70% Y/Y+19% Q/Q ๐ธFY26 Q1 :" [X Link](https://x.com/anyuser/status/2018449793409044775) 2026-02-02T22:21Z 38.2K followers, 38.7K engagements "$AMD 2025Q4 EPSโจ 6.5%๐ ๐ธFY25 Q4 EPS: 1.53(1.32) : 102.7(96.7) ๐: +34% Y/Y ๐ธFY25 Q1 : 983(94) โMI3081 โ: +32% Y/Y Non-GAAP: 55% ๐ธFY25 ๐EPS: 4.17(+26% Y/Y) ๐: 346.4(+34% Y/Y) ๐Non-GAAP: 77.7(+27% Y/Y) โGAAP: 50% โNon-GAAP: 52% ๐ธ(Q4) ๐GAAP: 54%(+3ppt) ๐Non-GAAP: 57%(+3ppt) ๐: 23.0() ๐: 20.8() โ: [-----] โ: [----] ๐ธ ๐Q4: 53.8(+39% Y/Y) ๐: 166.4(+32% Y/Y) โEPYCInstinct GPU โ: 33%(Q4) โMI3083.6 โMI3083.9(Q4) ๐ธ& ๐Q4: 39.4(+37% Y/Y) ๐: 145.5(+51% Y/Y) โ: 31.0(+34% Y/Y) โ: 8.4(+50% Y/Y) โRyzen โRadeon GPU ๐ธ ๐Q4: 9.5(+3% Y/Y) ๐: 34.5(-3% Y/Y) โ โ ๐ธCEO(Lisa Su) 2025AMDAIEPYCRyzen" [X Link](https://x.com/momoblog0214/status/2018802674901385639) 2026-02-03T21:43Z 38.2K followers, 82.3K engagements "Advanced Micro Devices $AMD ๐โ $AMD 2025Q3 AIPC๐ 1.7%๐ ๐ธFY25 Q3 EPS: 1.20(1.17) : 92.5(87.5) ๐: +36% Y/Y ๐ธFY25 https://t.co/aBu0YiMF1R $AMD 2025Q3 AIPC๐ 1.7%๐ ๐ธFY25 Q3 EPS: 1.20(1.17) : 92.5(87.5) ๐: +36% Y/Y ๐ธFY25 https://t.co/aBu0YiMF1R" [X Link](https://x.com/momoblog0214/status/2018810801440890895) 2026-02-03T22:16Z 38.2K followers, [----] engagements "CME Group $CME 2025Q4 4EPSโจ 0.7%๐ ๐ธFY25 Q4 EPS: 2.77(2.74) : 16.5(16.4) ๐: +8% Y/Y ๐Q4 ๐ธFY25 EPS: 11.20(+9% Y/Y) : 65(+6% Y/Y) : 41(+9% Y/Y) ๐: 8.03(+13% Y/Y) ๐5(ADV): [----] ๐ธ ๐Q4 ADV: 2740(+7% Y/YQ4) ๐ADV: 830(+9% Y/Y) โEMEA: +6% Y/Y โ: +18% Y/Y ๐ADV: 2160(+5% Y/Y) ๐ADV: 580(+16% Y/YQ4) ๐ธ ๐: +114% Y/Y() ๐: +22% Y/Y ๐: +92% Y/Y(133) ๐: +2% Y/Y ๐: +9% Y/Y ๐: +4% Y/Y() ๐: +39% Y/Y ๐ธ ๐Q4ADV: 440(+59% Y/Y) โ: +41% Y/Y โ: +384% Y/Y โ: +92% Y/Y ๐1ADV: 6.6(+233%) ๐20261ADV: [---] ๐ธ ๐ฐ: 46(OSTTRA13) ๐ฐ: [--] ๐: 67.0% ๐Q4(): [----] ๐: Q44.55202539 โ2012300 ๐ธ โFanDuel" [X Link](https://x.com/momoblog0214/status/2019031937117982933) 2026-02-04T12:55Z 38.2K followers, [----] engagements "$GOOG $GOOGL 2025Q4 4000โจ 2.5%๐ ๐ธFY25 Q4 EPS: 2.82(2.64) : 1138(1115) ๐: +18% Y/Y ๐ธFY25 EPS: 10.81(10.59) : 4028(4004) ๐: +15% Y/Y ๐ธ2026 โ(CapEx): [--------] โ ๐ธGoogle Services ๐: 959(+14% Y/Y) ๐Google Search & Other: 631(+17% Y/Y) ๐YouTube: 114(+9% Y/Y) ๐Google Network: 78(-2% Y/Y) ๐: 136(+17% Y/Y) ๐: [---] โ: 41.9% ๐ธGoogle Cloud ๐: 177(+48% Y/Y) ๐: [---] ๐: 53(21) โ: 30.1%(17.5%) โAIGCP ๐ธYouTube โ2025: 600(+) โ ๐ธGemini โGemini [--] โ100(API) โGemini App: [---] โAI ๐ธ โ: [----] โGoogle OneYouTube Premium ๐ธ ๐Q4: 279(+95% Y/Y) ๐FY25: 914(+74% Y/Y) โAI ๐ธ ๐ฐ(Q4): [---] ๐ฐ(TTM): 733" [X Link](https://x.com/anyuser/status/2019169545156718934) 2026-02-04T22:01Z 38.2K followers, 69.5K engagements "$ROAD 2026Q1 EPSโจ 1.5%๐ ๐ธFY26 Q1 EPS: 0.47(0.31) : 8.10(7.43) ๐: +44% Y/Y ๐ธFY26() : 34.8-35.6(34.5) ๐ธ ๐EBITDA: 1.122(+63% Y/Y) ๐EBITDA: 13.9%(1) ๐: 1.215(7660) โ: 7.7%(7.9%) ๐ธ ๐: [----] ๐: [----] ๐: [----] โ ๐ธM&A โ12 โ โ158(43) โ ๐ธ โ: 7-8% โ8() โ โ โ ๐ธ โ: [-----] โ(): [----] โ: [----] โ ๐ธCEO(Fred J. Smith III) 144%EBITDA63%EBITDA113.9%30.9 ๐ธExecutive Chairman(Ned N. Fleming III) 158CPI ๐ธ โ โ โ โ ๐ธ Construction Partners Inc. https://twitter.com/i/web/status/2019409280944718192 https://twitter.com/i/web/status/2019409280944718192" [X Link](https://x.com/momoblog0214/status/2019409280944718192) 2026-02-05T13:54Z 38.2K followers, 15.8K engagements "$ROAD +10.8%๐ $ROAD 2026Q1 EPSโจ 1.5%๐ ๐ธFY26 Q1 EPS: 0.47(0.31) : 8.10(7.43) ๐: +44% Y/Y ๐ธFY26() https://t.co/Rl676U00Bv $ROAD 2026Q1 EPSโจ 1.5%๐ ๐ธFY26 Q1 EPS: 0.47(0.31) : 8.10(7.43) ๐: +44% Y/Y ๐ธFY26() https://t.co/Rl676U00Bv" [X Link](https://x.com/momoblog0214/status/2019517497930838174) 2026-02-05T21:04Z 38.2K followers, [----] engagements "Reddit $RDDT 2025Q4 70%โจ 10๐ 4%๐ ๐ธFY25 Q4 EPS: 1.240.93 : 7.266.67 ๐: +70% Y/Y ๐ธFY26 Q1 : 5.95-6.055.77 ๐ธ(Q4) ๐: 6.90+75% Y/Y ๐: 3600+8% Y/Y ๐ธ(Q4) ๐: 91.9%92.6% ๐: 2.5235%+1.81 ๐EBITDA: 3.27+1.73 ๐Rule of 11570%+EBITDA45% ๐: 2.67+1.77 ๐: 2.64+1.74 ๐ธFY25 : 22+69% ๐: 5.3024%+10.14 ๐EBITDA: 8.4538%+5.47 ๐: 6.91+4.69 ๐: 6.84+4.68 โ: 91.2%+70bps ๐ธQ4 ๐DAUq: 12140+19% ๐WAUq: 47160+24% ๐: +10% ๐: +27% ๐DAUq: +9% ๐DAUq: +28% ๐ARPU: 5.98+42% ๐ธ โ โ151150% โReddit Max campaignsAI โ27%CPA17% โ: [--] ๐ธ โ: Q48000Reddit16000 โReddit Answers5 โ โLLM โLLM โ: โ35 ๐ธ ๐: 10A โ โ ๐ธ" [X Link](https://x.com/momoblog0214/status/2019522374220316974) 2026-02-05T21:23Z 38.2K followers, 11.3K engagements "5๐ค https://x.com/momoblog0214/status/1238315523848298496s=20 ๐ 100๐ ๐ถ https://t.co/rnlNSEIdPZ https://x.com/momoblog0214/status/1238315523848298496s=20 ๐ 100๐ ๐ถ https://t.co/rnlNSEIdPZ" [X Link](https://x.com/momoblog0214/status/2021903993832976782) 2026-02-12T11:07Z 38.2K followers, [----] engagements "$ARM ๐ https://momo0214.com/arm/ https://momo0214.com/arm/" [X Link](https://x.com/momoblog0214/status/2021905420575813786) 2026-02-12T11:13Z 38.2K followers, [----] engagements "$HWM 2025Q4 โจ 3%๐ ๐ธFY25 Q4 EPS: 1.05(0.97) : 22(21.3) ๐: +15% Y/Y ๐ธFY26 Q1 EPS: 1.09-1.11(1.02) : 22.25-22.45(21.7) ๐ธFY26 โEPS: 4.35-4.55(4.47) โ: 90-92(91.4) ๐ธ(Q4) โEngine Products: 11.6(+20% Y/Y)EBITDA34.0% โFastening Systems: 4.54(+13% Y/Y)EBITDA30.6% โEngineered Structures: 2.87(+4% Y/Y)EBITDA22.0% โForged Wheels: 2.64(+9% Y/Y)EBITDA29.9% ๐ธ โConsolidated Aerospace Manufacturing(CAM)18(20251222) โ2026 โBrunner Manufacturing Co. Inc.(202626) ๐ธ ๐: Q42(194.61/) ๐2025: 7() ๐2026: 1.5(215.28/) ๐: Q40.12/(+50%)2026Q10.12/(+20%) ๐: [----] ๐ธ โ: OEM10 โ: โ: โ: 2026Q12026 ๐ธCEO(John" [X Link](https://x.com/momoblog0214/status/2021928731531718985) 2026-02-12T12:45Z 38.2K followers, [----] engagements "$HWM ๐โ $HWM โ 2025Q3 ๐ 2.9%๐ ๐ธ2025Q3 EPS: 0.95(0.91) : 20.9(20.4) ๐: +14% Y/Y+2% Q/Q ๐ธ2025Q4 EPS: https://t.co/vIyzEKOJvV $HWM โ 2025Q3 ๐ 2.9%๐ ๐ธ2025Q3 EPS: 0.95(0.91) : 20.9(20.4) ๐: +14% Y/Y+2% Q/Q ๐ธ2025Q4 EPS: https://t.co/vIyzEKOJvV" [X Link](https://x.com/momoblog0214/status/2021935755569115236) 2026-02-12T13:13Z 38.2K followers, [----] engagements "$AMAT [-----] EPSโจ 9%๐ ๐ธFY26 Q1 EPS: 2.38(2.21) : 70.1(68.8) ๐: -2% Y/Y ๐ธFY26 Q2 EPS: 2.640.20(2.28) : 76.55(70.2) ๐ธFY26 Q1 ๐Semiconductor Systems: [----] โFoundry/Logic: 62% โDRAM: 34%(DRAM) โFlash Memory: 4% ๐Applied Global Services: 15.6() ๐: [---] ๐ธ(Q1) ๐GAAP: 49.0%(48.8%) ๐Non-GAAP: 49.1%(48.9%) ๐GAAP: 26.1%(30.4%) ๐Non-GAAP: 30.0%(30.6%) ๐: 16.9(9.3) ๐: 10.4(5.4) ๐ธ(Q1) ๐: [----] ๐: [----] ๐: [----] ๐ธ2026 ๐: 20% โ2026 โ โ โ2027 ๐ธ โ20261 โAI โ/DRAM โApplied Materials ๐ธ2026WFE() โ/: GAAFinFETGAA โDRAM: 4F23D DRAM6F2(HBM)R&D โ: HBM3D โNAND: WFE10% โICAPS(IoT////): ๐ธQ1 โViva" [X Link](https://x.com/momoblog0214/status/2022060264628379871) 2026-02-12T21:28Z 38.2K followers, 12.1K engagements "$TOST 2025Q4 20253๐ 7%๐ ๐ธFY25 Q4 EPS: 0.16(0.24) : 16.3(16.2) ๐: +21.6% Y/Y ๐ธFY26 Q1 Non-GAAP: 5.05-5.15(+22-24% Y/Y) โEBITDA: 1.60-1.70 ๐ธFY26 Non-GAAP: 22.7-23.0(+20-22% Y/Y) โEBITDA: 7.75-7.95 ๐ธ(Q4) ๐(ARR): 20(+26% Y/Y) ๐: 16.4(+22% Y/Y) ๐2025: 3(Q48000) ๐(GPV): 514(+22% Y/Y) ๐GAAP: 4.87(+29% Y/Y) ๐Non-GAAP: 5.02(+28% Y/Y) ๐ธFY25 ๐(GPV): 1951(+23% Y/Y) ๐GAAP: 18(+33% Y/Y) ๐Non-GAAP: 19(+33% Y/Y) ๐GAAP: 2.92(1600) ๐GAAP: 3.42(1900) ๐EBITDA: 6.33(3.73) ๐EBITDA: 34% ๐: 6.61(3.60) ๐: 6.08(3.06) ๐ธ(Q4) ๐GAAP: 8500(Q43200) ๐GAAP: 1.01(Q43300) ๐EBITDA: 1.63(Q41.11) ๐:" [X Link](https://x.com/momoblog0214/status/2022079968491319550) 2026-02-12T22:46Z 38.2K followers, [----] engagements "@yossy_forever21 $AMAT $LRCX" [X Link](https://x.com/momoblog0214/status/2022422176847241670) 2026-02-13T21:26Z 38.2K followers, [--] engagements "GPT-5.2 ๐ธAI OpenAIGPT-5.2 AI ๐ธ 1() ๐ธAI GPT-5.2 Pro OpenAI12 ๐ธ AI AI GPT-5.2 ๐ธ GPT5.2 derives a new result in theoretical physics https://openai.com/index/new-result-theoretical-physics/ https://openai.com/index/new-result-theoretical-physics/" [X Link](https://x.com/momoblog0214/status/2022425335560798395) 2026-02-13T21:39Z 38.2K followers, [----] engagements "@luckygomen $FI $TOST SaaSAI" [X Link](https://x.com/momoblog0214/status/2022446702192660923) 2026-02-13T23:04Z 38.2K followers, [--] engagements "ETF $IGV 1: -0.4% 1: -23.5% 1-33.2%" [X Link](https://x.com/momoblog0214/status/2022465779908907190) 2026-02-14T00:19Z 38.2K followers, [----] engagements "@uLktNP6DfGsLpG9 AI ๐" [X Link](https://x.com/momoblog0214/status/2022486747402375281) 2026-02-14T01:43Z 38.2K followers, [---] engagements "@BrownPome AIOpenAI AI๐ญ" [X Link](https://x.com/momoblog0214/status/2022694931350065633) 2026-02-14T15:30Z 38.2K followers, [----] engagements "SNSMicrosoftAIAzure Azure+39%๐ AIAzure PER23 SNS ๐ Microsoft sns https://t.co/5idOyqRrnt Microsoft sns https://t.co/5idOyqRrnt" [X Link](https://x.com/momoblog0214/status/2022931275372499131) 2026-02-15T07:09Z 38.2K followers, 27.7K engagements "$META OpenAI METAAI OpenAI โจ OpenClawOpenAICEO ๐ธAIOpenAI OpenAICEOAIOpenClaw OpenClawOpenAICEO ๐ธAIOpenAI OpenAICEOAIOpenClaw" [X Link](https://x.com/momoblog0214/status/2023206263077896570) 2026-02-16T01:22Z 38.2K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@momoblog0214 ใขใข๐บ๐ธ็ฑณๅฝๆ ชๆ่ณใขใข๐บ๐ธ็ฑณๅฝๆ ชๆ่ณ posts on X about ai, $arm, eps, $googl the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks #4152 technology brands 30.69% cryptocurrencies 9.9% finance 3.96% social networks 2.97% financial services 1.98% exchanges 1.98% luxury brands 0.99% automotive brands 0.99% currencies 0.99%
Social topic influence ai 21.78%, $arm 5.94%, eps #42, $googl 4.95%, $u 4.95%, $pltr #271, q4 #415, $amd #271, pltr #189, $lrcx #43
Top accounts mentioned or mentioned by @amaumaxamaumax @tattsun18066066 @luckygomen @ulktnp6dfgslpg9 @brownpome @yossyforever21 @stationerygod @musou_tensei777 @newo_2013 @propfund8 @investramza @yossy_forever21 @bluemt3104 @minatomintoku
Top assets mentioned Arm Holdings plc (ARM) Alphabet Inc Class A (GOOGL) Unity Software Inc. (U) Palantir Technologies Inc. (PLTR) Advanced Micro Devices (AMD) Lam Research Corporation (LRCX) Fabrinet (FN) Electroneum (ETN) Super Micro Computer, Inc. Common Stock (SMCI) McKesson Corporation (MCK) Cisco Systems Inc (CSCO) Datadog Inc (DDOG) Upstart Holdings, Inc. (UPST) Astera Labs, Inc. (ALAB) Cloudflare, Inc. (NET) Bank of New York Mellon Corp (BK) Bloom Energy Corporation (BE) Applied Materials, Inc. (AMAT) Howmet Aerospace Inc (HWM) Toast, Inc. (TOST) Construction Partners, Inc. Class A Common Stock (ROAD) DisChain (DIS) IDEXX Laboratories, Inc. (IDXX) Lumentum Holdings Inc. Common Stock (LITE) Brookfield Asset Management Inc (BAM) Decentral Games ICE (ICE) Doximity, Inc. (DOCS) Kyndryl Holdings, Inc. (KD) NVIDIA Corp. (NVDA) Metadium (META) Arista Networks Inc (ANET) Amazon.com, Inc. (AMZN) Zoetis Inc (ZTS) Paycom Software Inc (PAYC) SoFi Technologies, Inc. Common Stock (SOFI) RAI Finance (SOFI) O'Reilly Automotive Inc (ORLY) Robinhood Markets, Inc. (HOOD) monday.com Ltd. (MNDY) Vertiv Holdings Co (VRT) AppLovin Corporation (APP) Tyler Technologies, Inc. (TYL) Airbnb, Inc. (ABNB) Mario Coin (COIN) CME Group Inc (CME) Reddit, Inc. (RDDT) ACM Research, Inc. Class A Common Stock (ACMR) Amkor Technology Inc (AMKR) Rambus Inc (RMBS) Micron Technology, Inc. (MU) Navitas Semiconductor Corporation Common Stock (NVTS) Intel Corporation (INTC) Four (FORM) KLA Corp (KLAC) Aspen Technology, Inc. (AZPN) The Walt Disney Company (DIS) Intercontinental Exchange Inc (ICE) IBM (IBM) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Hilton Hotels Corporation Common Stock (HLT) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) AB (prev. Newton) (AB) Coldstack (CLS)
Top posts by engagements in the last [--] hours
"moomoo3 moomoo ๐ [--] ๐ฑ https://momo0214.com/moomoo20251220/ https://momo0214.com/moomoo20251220/"
X Link 2025-12-20T23:53Z 38.2K followers, 71K engagements
"๐ [--] TOP10 [--] Micron Technology $MU +263.98% [--] Navitas Semiconductor $NVTS +235.01% [--] ACM Research $ACMR +176.46% [--] Lam Research $LRCX +165.11% [--] Intel $INTC +148.49% [--] Advanced Micro Devices $AMD +105.03% [--] Amkor Technology $AMKR +97.70% [--] KLA Corporation $KLAC +94.32% [--] Rambus $RMBS +93.44% ๐ FormFactor $FORM +83.26% 1๐ ๐ธ Seeking Alpha Best performing chip stocks in the last [--] months ๐ธ $MU YouTube $INTC ๐ $AMD ๐ ๐ https://momo0214.com/amd202506/ https://x.com/momoblog0214/status/2014450112471482664s=20 https://x.com/momoblog0214/status/2009742186997563714s=20"
X Link 2026-01-24T22:28Z 38.2K followers, 43.1K engagements
"Aspen Technology $AZPN 2024Q4 EPSโจ ๐ ๐ธFY24Q4 EPS: 2.37(+0.29) : 34291(+2746) ๐: +6.9% Y/Y ๐ธ ๐&: 23100(+3.7% Y/Y) ๐: 8917(+7.9% Y/Y) ๐&: 2274(+49.8% Y/Y) ๐ธ ๐ACV(): 96840(+9.4% Y/Y) ๐: 33990(+13.6% Y/Y) ๐: 33530(+14.7% Y/Y) ๐ธ2025 ๐ACV: 9.0% Y/Y ๐: [------] ๐Non GAAP: [-----] ๐ธ โ (3550ACV) โ [--] โ 5% ๐ธ โ โ โ [----] โ https://twitter.com/i/web/status/1821200451318247919 https://twitter.com/i/web/status/1821200451318247919"
X Link 2024-08-07T15:03Z 38K followers, [----] engagements
"$LRCX 2026Q2 EPSโจ ๐ธFY26 Q2 EPS: 1.27(1.17) : 53.4(52.4) ๐: +22% Y/Y ๐ธFY26 Q3 EPS: 1.350.10(1.20) : 573(53.3) โNon-GAAP: 49.0%1% โNon-GAAP: 34.0%1% ๐ธ(Q2) โ: 59% โ: 34%(DRAM 23%NVM 11%) โ/: 7% ๐ธ โ: 35% โ: 20% โ: 20% โ: 10% โ: 8% โ: 5% โ: 2% ๐ธCSBG() โQ2: 19.9(17.8) ๐ธ2026 โCY2026 WFE: 1350(CY2025: 1100) โ2026 โ3 โ ๐ธ โAI โ/ โHBM4HBM4E โLamCY202640%(WFE) ๐ธAkara โ2DRAM/ โAkara โGAADRAM23 ๐ธ โ42 โ2025 โ40 โDextro6 ๐ธ ๐Q2: [----] ๐Q2: [----] ๐1: [----] ๐ธCEO(Tim Archer) 20263AI ๐ธ Lam Research Corporation Lam Lam ResearchFORTUNE 500"
X Link 2026-01-29T20:49Z 38K followers, [----] engagements
"๐ธ80 [--] [--------] ๐ธ53 [--] ๐ธ [----] [--] [--] ๐ธ ๐ธ () [----] ๐ธ () ๐ธ6 [--] 2026ICE()2 30% [----------] [---------] ๐ธ () ๐ธ ๐ธ 10% ๐โ https://t.co/Q2g2Rr30N9 https://t.co/Q2g2Rr30N9"
X Link 2026-02-01T04:19Z 38.1K followers, 28.7K engagements
"$DIS 2026Q1 EPSโจ 1%๐ ๐ธFY26 Q1 EPS: 1.63(1.58 : 260(256 ๐: +5% Y/Y ๐ธFY26 ๐EPS: 2( ๐ธ(Q1 โEntertainment: 116(+7% โSports: 49(+1% โExperiences: 100(+6% โ: [---] ๐ธ โ2025: [-------] โZootopia 2: [----] โAvatar: Fire and Ash: [--] โ371060 โZootopia [----] ๐ธ โ2025107Disney+Hulu โBluey2450 โMarvel's Wonder Man โDisney+For You โAI โOpenAISoraDisney+ ๐ธESPN โ2011 โMonday Night Football202 โNBA3 โMLB3MLB. TV โ131NFLNFL NetworkRedZone โESPN Unlimited ๐ธCEOBob Iger [-----] 2025Zootopia 2Avatar: Fire and Ash10 ๐ธ The Walt Disney Company Disney+HuluESPN https://twitter.com/i/web/status/2018304376838955027"
X Link 2026-02-02T12:43Z 38K followers, 36.3K engagements
"$IDXX 2025Q4 โจ ๐ธFY25 Q4 EPS: 3.08(2.94) : 10.9(10.7) ๐: +14% ๐ธFY26 EPS: [-----] - 14.80(14.45) ๐EPS: +9% - +13% : [-----] - 47.20(46.6) ๐: +7.6% - +9.6% โ: [----] - 32.5% ๐: +40 - +90 bps ๐ธQ4 ๐CAG(): [----] (+15% Y/Y) ๐Water: [----] (+12% Y/Y) ๐LPD(): [----] (+8% Y/Y) ๐ธCAG Diagnostics Recurring Revenue ๐Q4: [----] (+12% Y/Y) ๐FY26: +8.6% - +10.6% Y/Y ๐ธCAG Diagnostics(Q4) ๐IDEXX VetLab: [----] (+17% Y/Y) ๐: [----] (-2% Y/Y) ๐: [----] (+11% Y/Y) ๐: [----] (+10% Y/Y) ๐(): [----] (+76% Y/Y) ๐ธ ๐Q4: [----] (+13% Y/Y) โ: [----] (+12% Y/Y) โ: [----] (+17% Y/Y) ๐ธQ4 โ: [----] (: [----] : 3900) ๐Catalyst: [----] (:"
X Link 2026-02-02T13:14Z 38.1K followers, 11.1K engagements
"$FN 2026Q2 EPSโจ ๐ 7.5%๐ ๐ธFYE26 Q2 EPS: 3.36(3.25) : 11.33(10.8) ๐: +36% Y/Y ๐ธFYE26 Q3 EPS: 3.453.60(3.44) : 11.512.0(11.3) ๐ธ โGAAP: 12.2% โNon-GAAP: 12.4% โGAAP: 10.1% โNon-GAAP: 10.9% ๐: 1.49() ๐: 0.52() ๐ฐ: [----] ๐ฐ: [----] ๐ธCEO(Seamus Grady) [---] ๐ธ Fabrinet https://twitter.com/i/web/status/2018466037428322416 https://twitter.com/i/web/status/2018466037428322416"
X Link 2026-02-02T23:26Z 38K followers, [----] engagements
"$FN ๐โ $FN [-----] EPSโจ 9.8%๐ ๐ธFY26 Q1 EPS(Non-GAAP): 2.92(2.82) : 9.78(9.35) ๐: +21.6% Y/Y ๐ธFY26 Q2 https://t.co/tS06RRj6EF $FN [-----] EPSโจ 9.8%๐ ๐ธFY26 Q1 EPS(Non-GAAP): 2.92(2.82) : 9.78(9.35) ๐: +21.6% Y/Y ๐ธFY26 Q2 https://t.co/tS06RRj6EF"
X Link 2026-02-02T23:29Z 38K followers, [----] engagements
"$ETN ๐โ $ETN [-----] 4%๐ ๐ธ2025Q3 EPS: 3.07(3.05) โ: 69.9(70.8) ๐: +10% Y/Y ๐ธ2025Q4 โEPS: https://t.co/0jZtn6KAcS $ETN [-----] 4%๐ ๐ธ2025Q3 EPS: 3.07(3.05) โ: 69.9(70.8) ๐: +10% Y/Y ๐ธ2025Q4 โEPS: https://t.co/0jZtn6KAcS"
X Link 2026-02-03T12:50Z 38.1K followers, [----] engagements
"$LITE 2026Q2 AI๐ 12%๐ ๐ธFY26 Q2 EPS: 1.67(1.41) : 6.66(6.52) ๐: +65.5% Y/Y ๐ธFY26 Q3 EPS: 2.15-2.35(1.60) : 7.8-8.3(7.06) ๐: +85% Y/Y ๐ธ(Q2) ๐Components: 4.44(+68.3% Y/Y) ๐Systems: 2.22(+60.1% Y/Y) ๐ธ โGAAP: 36.1%(+1130bps) โNon-GAAP: 42.5%(+1020bps) โGAAP: 9.7%(+2250bps) โNon-GAAP: 25.2%(+1730bps) ๐ฐ: 11.6(+3350) ๐ฐAdjusted EBITDA: 1.98(29.8%) ๐ธAI โ(OCS): [--] โ(CPO): [----] โ ๐ธ โ โEPS โ ๐ธ โAI โ โCTV ๐ธCEO(Michael Hurlston) Lumentum265%Non-GAAP1700EPS 85%(OCS)(CPO)2OCS4CPO2027AI ๐ธ LumentumAI https://twitter.com/i/web/status/2018795632589476293"
X Link 2026-02-03T21:16Z 38K followers, 82.8K engagements
"$SMCI 2026Q2 EPSโจ +153%๐ 5%๐ ๐ธFY26 Q2 EPS: 0.69(0.49) : 127(103.4) ๐: +123% Y/Y+153% Q/Q ๐ธFY26 Q3 EPS: 0.60(0.52) : 123(102) ๐ธFY26 : 400(363) ๐: +82% Y/Y ๐ธ ๐ฐ: [--] โ: [--] ๐ธ โNVIDIA GB300 NVL72HGX B300RTX6000ProAMD MI350/355 โDCBBS(Data Center Building Block Solutions) โDLC(Direct Liquid Cooling)L2ABBU โDCBBS โFederal Business Unit ๐ธ ๐: [----] ๐DLC: [----] โ150kW(250kW/500kW) โ63MW ๐ธCEO(Charles Liang) AIAI DCBBSData Center Building Block SolutionsSupermicroAIIT ๐ธ SupermicroAI5G/EdgeTotal IT AI5G/IT AIIoTIT TCO(Green Computing)"
X Link 2026-02-03T23:38Z 38.1K followers, 31.6K engagements
"Super Micro Computer $SMCI ๐โ $SMCI 2026Q1 AI๐ 9%๐ ๐ธFY26 Q1 โEPS: 0.35(0.39) โ: 50.2(58) ๐: -15% Y/Y-13% Q/Q ๐: 9.3%(13.1%) https://t.co/eYBKS574ss $SMCI 2026Q1 AI๐ 9%๐ ๐ธFY26 Q1 โEPS: 0.35(0.39) โ: 50.2(58) ๐: -15% Y/Y-13% Q/Q ๐: 9.3%(13.1%) https://t.co/eYBKS574ss"
X Link 2026-02-03T23:53Z 38.1K followers, [----] engagements
"Brookfield Asset Management $BAM 2025Q4 15%4%๐ 5%๐ ๐ธFY25 Q4 ๐(FRE): 8.67(0.53/+28%) ๐(DE): 7.67(0.47/+18%) ๐ธFY25 ๐FRE: 30.0(1.84/+22%) ๐DE: 27.0(1.65/+14%) โFRE: 58%(+1%) ๐ธ ๐Q4: 350() ๐FY25: 1120() โ50 โ ๐ธ ๐Q4: [---] ๐FY25: 660() โ ๐ธ ๐Q4: [---] ๐FY25: 501() โ ๐ธFee-Bearing Capital (FBC) ๐: 6030(+12%) โ87% โ ๐ธ ๐: [----] โ630(6.3) โ60 ๐ธ ๐15% โ: 2.01/ โ: 0.5025/ โ: 4.0%(49.8) ๐ธ โConnor TeskeyCEO() โBruce FlattBAMBrookfield CorporationCEO โ4 ๐ธFBC ๐Infrastructure: [----] ๐Renewable Power & Transition: [---] ๐Private Equity: [---] ๐Real Estate: [----] ๐Credit: [----] ๐ธAI"
X Link 2026-02-04T12:24Z 38.1K followers, [----] engagements
"Arm Holdings $ARM 2026Q3 ๐ 7%๐ ๐ธFYE26 Q3 EPS: 0.43(0.41) : 12.4(12.3) ๐: +26% Y/Y ๐ธFYE26 Q4 EPS: 0.580.04(0.56) : 14.70.5(14.4) ๐ธ(Q3) ๐: 7.37(+27% Y/Y) ๐: 5.05(+25% Y/Y) ๐ธ ๐Non-GAAP: 98.3% ๐Non-GAAP: 40.7% ๐: [----] ๐Non-GAAP(TTM): [----] ๐ฐ: [-----] ๐ธ ๐(ACV): 16.20(+28% Y/Y) ๐(RPO): 21.48(-8% Y/Y) โArm Total Access: 50(+2 QoQ+10 Y/Y) โArm Flexible Access: 318(+6 QoQ+23 Y/Y) ๐ธCompute Subsystems (CSS) โQ32CSS() โ21 CSS12 โ4AndroidCSS โ5CSS22 โCSS1Arm ๐ธ โArm Neoverse CPU10 โ202550% โAWS Graviton5: 192(Graviton42)25%33% โNVIDIA Vera CPU: [--] Arm(Grace72) โMicrosoft Cobalt 200:"
X Link 2026-02-04T22:28Z 38.1K followers, 38.3K engagements
"$MCK [-----] โจ +1.7๐ ๐ธFY26 Q3 EPS: 9.34(9.27) : 1062(1059) ๐: +11% Y/Y ๐ธFY26() EPS: 38.8039.20(38.68) ๐EPS: +17%19% Y/Y : +12%16% Y/Y(+13.8%) ๐ธ ๐: 12(Q3)27(9) ๐: 11(Q3)22(9) โ+: 24(9) ๐ฐ: [--] โ: [-----] ๐ธ ๐ โ: 883(+9% Y/Y) โ: 8.72(+6% Y/Y) โ: 0.99% โ โ ๐ โ: 130(+37% Y/Y) โ: 3.66(+57% Y/Y) โ: 2.81%(+36bp Y/Y) โM&A ๐ โ: 15(+9% Y/Y) โ: 2.77(+18% Y/Y) โ: 18.47%(+133bp Y/Y) โ โ ๐ โ: 30(+1% Y/Y) โ: 2.65(-10% Y/Y) โ: 8.86%(-111bp Y/Y) โ โ ๐ โ: 1.56(+18% Y/Y) โ ๐FY26 โ: +10%14%+8%12%(+5%9%) โ: +29%33%(+27%31%)+51%55%(+49%53%) โ: +9%13%+14%18%(+13%17%) โ: +2%6% ๐ธ โ โ11 โ"
X Link 2026-02-04T23:19Z 38K followers, 14.8K engagements
"Arm Holdings $ARM ๐โ Arm $ARM 2026Q2 310โจ ๐ AIArm๐ 4%๐ ๐ธFYE26 Q2 EPS: 0.39(0.33) : 11.4(10.6) ๐: +34% Y/Y https://t.co/rHHEUVV6Dx Arm $ARM 2026Q2 310โจ ๐ AIArm๐ 4%๐ ๐ธFYE26 Q2 EPS: 0.39(0.33) : 11.4(10.6) ๐: +34% Y/Y https://t.co/rHHEUVV6Dx"
X Link 2026-02-05T01:24Z 38.1K followers, [----] engagements
"๐ $ARM ๐ https://momo0214.com/arm20260205/ https://momo0214.com/arm20260205/"
X Link 2026-02-05T12:26Z 38.1K followers, 59.4K engagements
"$ICE 2025Q4 20โจ 2%๐ ๐ธFY25 Q4 EPS: 1.71(1.52) : 25.0(23.2) ๐: +8% Y/Y ๐ธFY25 ๐EPS: 6.95(+14% Y/Y) ๐: 99.3(+7% Y/Y20) ๐: 49.3(+14% Y/Y) โ: 50% ๐ธFY26 โ: โ: โ: ๐ธQ4 ๐: 13.6+10% Y/Y ๐: 6.08+5% Y/Y ๐: 5.32+5% Y/Y ๐ธ ๐: 41.9(+16% Y/Y) ๐ฐ: [----] โ: [---] โEBITDA: [---] โROIC: 8% ๐ธ ๐2025: [--] ๐: [--] ๐: [--] ๐ธ โ โOI: +18% Y/Y โADVCAGR2022-2025: ADV +19% +23% โFixed Income & Data ServicesASV5 ๐ธCEOJeff Sprecher 202520EPS ๐ธCFOWarren Gardiner [-------] ๐ธ Intercontinental ExchangeICE ICE Mortgage Technology https://twitter.com/i/web/status/2019404031077282130"
X Link 2026-02-05T13:33Z 38.1K followers, 10.6K engagements
"$MCK +16.7%๐ $MCK [-----] โจ +1.7๐ ๐ธFY26 Q3 EPS: 9.34(9.27) : 1062(1059) ๐: +11% Y/Y ๐ธFY26() EPS: https://t.co/dZSZlmeTji $MCK [-----] โจ +1.7๐ ๐ธFY26 Q3 EPS: 9.34(9.27) : 1062(1059) ๐: +11% Y/Y ๐ธFY26() EPS: https://t.co/dZSZlmeTji"
X Link 2026-02-05T21:03Z 38K followers, [----] engagements
"$DOCS 2026Q3 37%๐ ๐ธFY26 Q3 EPS: 0.46(0.45) : 1.851(1.816) ๐: +10% Y/Y ๐ธFY26 Q4 โ: 1.43-1.44(1.505) ๐ธFY26() โ: 6.425-6.435(6.454) ๐ธ ๐: 6160(33%) ๐Non-GAAP: 9110(49%) ๐EBITDA: 1.114(60%+9%) ๐: 6090(-7%) ๐: 5850(-8%) ๐ธ โ: 100(quarterly active prescribers) โ: 72(QoQ) โAI: 30() โAI ๐ธ ๐ฐ: [--] โ ๐ธCEO(Jeff Tangney) 10072(QoQ)AI30AI ๐ธ Doximity2010 85% https://twitter.com/i/web/status/2019561543143411744 https://twitter.com/i/web/status/2019561543143411744"
X Link 2026-02-05T23:59Z 38K followers, 11.4K engagements
"$ARM +11.56%๐ ARM ARM ARM-7%๐ ๐ $ARM https://t.co/fxD1mOZiyG ๐ https://t.co/OYY2k9W6Sd ๐ $ARM https://t.co/fxD1mOZiyG ๐ https://t.co/OYY2k9W6Sd"
X Link 2026-02-06T22:22Z 38.1K followers, 14.1K engagements
"Claude Opus [---] ๐ Excel ๐ Claude ๐ก โ34 โ โ โจ [--] โจ [--] ChatGPT Claude โ โ โ Gemini Excel / ๐ Claude โ โ Google โOK Gemini Claude CoworkOpus [---] 10%๐ญ [--] Opus [---] AI๐ค โ
AI $NVDA $AVGO $TSM $MU โ
$AMZN $MSFT $GOOGL โ
$GEV $CAT $BE ๐ https://twitter.com/i/web/status/2020011992216752179 https://twitter.com/i/web/status/2020011992216752179"
X Link 2026-02-07T05:49Z 38.1K followers, 56.9K engagements
"$KD 2026Q3 SECCFO $IBM 55%๐ ๐ธFY26 Q3 โEPS: 0.52(0.60) โ: 38.6(38.9) ๐: +3% Y/Y ๐ธFY26() ๐: 23% ๐ธ ๐Q3: 5.0(+58%) โFY2618 ๐ธ Kyndryl2021 $IBM [--] https://twitter.com/i/web/status/2020947840911147484 https://twitter.com/i/web/status/2020947840911147484"
X Link 2026-02-09T19:48Z 38K followers, [----] engagements
"1 CodexToDo๐ ๐ iPhoneToDo Codexโจ ๐ญ"
X Link 2026-02-10T05:50Z 38.1K followers, 105.8K engagements
"GoogleAI ๐ธ200AI Alphabet $GOOGL AI200 [----] [--------] ๐ธ28 Alphabet1850 [-----] CEO ๐ธ AI AI ๐ธ GoogleAI AIGemini7.5 ๐ธ Alphabet calls out new AI-related risks as it taps debt market to fund build-out https://www.cnbc.com/2026/02/09/alphabet-highlights-new-ai-related-risks-in-tapping-debt-market.html https://www.cnbc.com/2026/02/09/alphabet-highlights-new-ai-related-risks-in-tapping-debt-market.html"
X Link 2026-02-10T10:22Z 38K followers, 15.5K engagements
"AI - ๐ธ6000AI $CSCO $AVGO $NVDA 6000AI AI ๐ธ G300 $TSM [--] AI ๐ธ28% AI28% ๐ธ AI [--] AI ๐ธ Cisco unveils new AI networking chip taking on Broadcom and Nvidia https://finance.yahoo.com/news/cisco-unveils-ai-networking-chip-083353229.html https://finance.yahoo.com/news/cisco-unveils-ai-networking-chip-083353229.html"
X Link 2026-02-10T10:29Z 38.1K followers, 23.6K engagements
"๐ Unity $U OpenAI Codex ๐ ToDo1 ๐ค"
X Link 2026-02-10T12:13Z 38K followers, [----] engagements
"$DDOG 2026Q4 Q4โจ 10.5%๐ ๐ธFY25 Q4 EPS: 0.59(0.55) : 9.53(9.18) ๐: +29% Y/Y ๐ธFY26 Q1 โEPS: 0.49-0.51(0.52) : 9.51-9.61(9.34) ๐ธFY26 โEPS: 2.08-2.16(2.34) โ: 40.6-41.0(41.0) ๐ธ ๐ARR 100: 603(+31%462) ๐ARR 10: 4310(+19%3610) ๐ธ(Q4) โGAAP: 80% โNon-GAAP: 81% โGAAP: 900(1%) โNon-GAAP: 2.30(24%) โ: [----] โ: [----] โ: [----] ๐ธ โBits AI SRE Agent: AI โStorage Management: โFeature Flags: โData Observability: โ2025400 ๐ธ โAWS โLLM ObservabilityAI Security for AWS ResourcesCloud SIEM Risk InsightsBits AI โAWS ๐ธCEO(Olivier Pomel) 2025AI400 2026AI ๐ธ DatadogAI"
X Link 2026-02-10T12:38Z 38.1K followers, 16.7K engagements
"Upstart $UPST 2025Q4 EPSโจ 2%๐ ๐ธFY25 Q4 EPS: 0.17(0.15) : 2.96(2.89) ๐: +35% Y/Y ๐ธFY26 : 14.0(12.7) ๐ธFY25 Q4 ๐: 45.6(+86% Y/Y) ๐: 19.4%(18.0%) ๐: 32(+52% Y/Y) ๐: 1890(-480) ๐: 1860(-280) ๐: 1.41(+15% Y/Y) ๐: 53%(61%) ๐EBITDA: 6370(3880) ๐EBITDA: 22%(18%) ๐ธ ๐: 20255Q4 ๐: Q470%11() ๐: [------] ๐: 20% ๐ธ ๐86% vs 18% โ91%() โ ๐ธ2025-2028 ๐CAGR: 35% ๐EBITDA: 25% ๐ธ โ2026() โ โ ๐ธ โPaul Gu202651CEO โ ๐ธCEO(Dave Girouard) 202586%64%18%Upstart20255Q4 20%Q470%111320262026 ๐ธ Upstart(NASDAQ: UPST)AI100 UpstartAI 90%Upstart2012 https://twitter.com/i/web/status/2021351802491535538"
X Link 2026-02-10T22:33Z 38.1K followers, [----] engagements
"$DDOG ๐โ $DDOG 2025Q3 AIโจ 7.5%๐ ๐ธFY25 Q3 EPS: 0.55(0.46) : 8.86(8.52) ๐: +28% Y/Y ๐ธFY25 Q4 EPS: 0.54-0.56(0.45) : https://t.co/cnQzbqbqHw $DDOG 2025Q3 AIโจ 7.5%๐ ๐ธFY25 Q3 EPS: 0.55(0.46) : 8.86(8.52) ๐: +28% Y/Y ๐ธFY25 Q4 EPS: 0.54-0.56(0.45) : https://t.co/cnQzbqbqHw"
X Link 2026-02-11T01:06Z 38.1K followers, [----] engagements
"$ALAB ๐โ $ALAB 2025Q3 AI โจ 5.6%๐ ๐ธFY25 Q3 EPS: 0.49(0.39) : 2.306(2.064) ๐: +104% Y/Y+20% Q/Q ๐ธFY25 Q4 https://t.co/6qn9ge11W3 $ALAB 2025Q3 AI โจ 5.6%๐ ๐ธFY25 Q3 EPS: 0.49(0.39) : 2.306(2.064) ๐: +104% Y/Y+20% Q/Q ๐ธFY25 Q4 https://t.co/6qn9ge11W3"
X Link 2026-02-11T01:07Z 38.1K followers, [----] engagements
"$NET ๐โ $NET ๐ 2025Q3 Q2โจ ๐ 7.2%๐ ๐ธFY25 Q3 EPS: 0.27(0.23) : 5.62(5.45) ๐: +31% Y/Y ๐ธFY25 Q4 EPS: 0.27(0.26) https://t.co/oLwDcEy6d1 $NET ๐ 2025Q3 Q2โจ ๐ 7.2%๐ ๐ธFY25 Q3 EPS: 0.27(0.23) : 5.62(5.45) ๐: +31% Y/Y ๐ธFY25 Q4 EPS: 0.27(0.26) https://t.co/oLwDcEy6d1"
X Link 2026-02-11T01:08Z 38.1K followers, [----] engagements
"$UPST ๐โ $UPST 2025Q3 AIโจ 15.3%๐ ๐ธFY25 Q3 EPS: 0.52(0.42) โ: 2.77(2.80) ๐: +71% Y/Y ๐ธFY25 Q4 โ: 2.88(3.04) https://t.co/XvLh4papuO $UPST 2025Q3 AIโจ 15.3%๐ ๐ธFY25 Q3 EPS: 0.52(0.42) โ: 2.77(2.80) ๐: +71% Y/Y ๐ธFY25 Q4 โ: 2.88(3.04) https://t.co/XvLh4papuO"
X Link 2026-02-11T01:09Z 38.1K followers, [----] engagements
"$PLTR ๐ธ10 [--] ๐ธ5 [--] ๐ธAILLM AILLM ๐ธ Palantir and Airbus Extend Strategic Collaboration https://www.businesswire.com/news/home/20260210301221/en/Palantir-and-Airbus-Extend-Strategic-Collaboration https://www.businesswire.com/news/home/20260210301221/en/Palantir-and-Airbus-Extend-Strategic-Collaboration"
X Link 2026-02-11T01:27Z 38.1K followers, [----] engagements
"$PLTR ๐โ $PLTR 2025Q4 Rule of 40127%๐ 7%๐ ๐ธFY25 Q4 EPS: 0.25(0.23) : 14.1(13.4) ๐: +70% Y/Y+19% Q/Q ๐ธFY26 Q1 : https://t.co/Lcn1rqnhcu $PLTR 2025Q4 Rule of 40127%๐ 7%๐ ๐ธFY25 Q4 EPS: 0.25(0.23) : 14.1(13.4) ๐: +70% Y/Y+19% Q/Q ๐ธFY26 Q1 : https://t.co/Lcn1rqnhcu"
X Link 2026-02-11T01:28Z 38.1K followers, [----] engagements
"2 OpenAICodex Unity $U Codex๐ ๐"
X Link 2026-02-11T12:23Z 38.1K followers, 42K engagements
"Codex โจ Codex๐ [--] OpenAICodex Unity $U Codex๐ ๐ https://t.co/Y9NwB5UCun [--] OpenAICodex Unity $U Codex๐ ๐ https://t.co/Y9NwB5UCun"
X Link 2026-02-11T12:33Z 38.1K followers, 25.6K engagements
"Unity $U 2025Q4 Vector310%๐ 27%๐ ๐ธFY25 Q4 EPS: 0.24(0.21) : 5.03(4.93) ๐: +10% Y/Y ๐ธFY26 Q1 โ: 4.80-4.90(4.92) ๐ธ(Q4) ๐Create Solutions: 1.65(+8% Y/Y) โ ๐Grow Solutions: 3.38(+11% Y/Y) โUnity Vector10%3 โVectorGrow56% โIronSource Ad Network11%() ๐ธ โGAAP: 8940(-18%) โEBITDA: 1.25(25%) โ: [----] โ: [----] โ: 20.6(+5.36) โ: [----] ๐ธ โUnity [--] โVector310% โVectorUnity โUnity Runtime ๐ธ โAI โ โ โ ๐ธCEO(Matt Bromberg) [----] Unity [--] ๐ธ Unity Software Inc. PC https://twitter.com/i/web/status/2021584139674345583 https://twitter.com/i/web/status/2021584139674345583"
X Link 2026-02-11T13:56Z 38.1K followers, 25.1K engagements
"๐ธ3000 $META AI 21% $HLT ๐ธ10% 10%20(3000) AI ๐ธAI 127.4% 11202511%2026293% AIAIAI ๐ธ [--] $AMZN $GOOGL AI ๐ธ Ackman's hedge fund Pershing Square bets on Meta exits Hilton https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html"
X Link 2026-02-11T22:00Z 38.1K followers, [----] engagements
"@amaumaxamaumax ๐ธE E ๐ธ METAUnity AI๐ค"
X Link 2026-02-12T08:01Z 38.1K followers, [---] engagements
"Anthropic4.657 ๐ธGICCoatue AnthropicGICCoatueG300(4.6) 3800(57) D.E.DragoneerICONIQMGX AI ๐ธ140310 [----] [---] 10Claude17 108Claude ๐ธClaude CodeGitHub4% Claude Code20255 [-------] [---] GitHub4%Claude Code ๐ธCowork 130Cowork Cowork11 HIPAAClaude for Enterprise Opus [---] ๐ธ Claude 3ClaudeAI AIAnthropic ๐ธAnthropic https://twitter.com/i/web/status/2022052134167195676 https://twitter.com/i/web/status/2022052134167195676"
X Link 2026-02-12T20:56Z 38.2K followers, [----] engagements
"OpenAI ๐ธAIOpenAI AI $GOOGL Anthropic ChatGPTOpenAIAI OpenAI ๐ธ OpenAI13%22% OpenAI $NVDA $ORCL $MSFT ๐ธ OpenAI1000200 HSBC20332070 ๐ธ OpenAI OpenAI Stocks in OpenAIs Orbit Get Second Look as Traders Eye Rebound https://finance.yahoo.com/news/stocks-openai-orbit-second-look-112539287.html https://finance.yahoo.com/news/stocks-openai-orbit-second-look-112539287.html"
X Link 2026-02-12T21:01Z 38.2K followers, [----] engagements
"$ANET 2025Q4 10โจ 9%๐ ๐ธFY25 Q4 EPS: 0.82(0.76) : 24.88(23.88) ๐: +28.9% Y/Y ๐ธFY26 Q1 : 26.0(24.6) โNon-GAAP: 62-63% โNon-GAAP: 46% ๐ธFY25 ๐: 90.06(+28.6% Y/Y) ๐GAAP: 35.11(+23.1% Y/Y) ๐Non-GAAP: 38.06(+28.1% Y/Y) ๐Non-GAAP EPS: 2.98(+28.4% Y/Y) ๐ธ(Q4) โGAAP: 62.9% โNon-GAAP: 63.4% โGAAP: 41.5% โNon-GAAP: 47.5% ๐GAAP: 9.558(+19.3% Y/Y) ๐Non-GAAP: 10.47(+23.2% Y/Y) โ: [--] ๐ธFY25 โ: 43.72(+17.9% Y/Y) โ: [-----] โ: [-----] โ: [-----] ๐ธ(Q4) โR4: AI โArista VESPA(Virtual Ethernet Segment with Proxy ARP): WLAN โArista AVA(Autonomous Virtual Assist): AI โCognitive Campus: ๐ธCEO(Jayshree Ullal)"
X Link 2026-02-12T21:46Z 38.2K followers, [----] engagements
"$AMZN 2025Q4 [--------] AWS24%13๐ 7.6%๐ ๐ธFY25 Q4 โEPS: 1.95(1.96) : 2134(2112) ๐: +14% Y/Y(+12%) ๐ธFY26 Q1 : 1735-1785(1752) ๐: +11-15% Y/Y โ: 165-215(184) โLeo10 ๐ธ2026 ๐ฐ2000 โAI ๐ธ(Q4) ๐: 1271(+10% Y/Y) ๐: 507(+17% Y/Y+11%) ๐AWS: 356(+24% Y/Y13) ๐ธ(Q4) ๐: 115(93) ๐: 10(13) ๐AWS: 125(106) โ: 117.36.1 โ: [---] ๐ธ(Q4) ๐: 830(+10% Y/Y+8%) ๐: 59(+5% Y/Y) ๐: 528(+11% Y/Y+10%) ๐: 213(+23% Y/Y+22%) ๐: 131(+14% Y/Y+12%) ๐ธFY25 ๐: 7169(+12% Y/Y) ๐: 800(686) ๐: 77717.17(5925.53) ๐: 1395(+20%) ๐: 112(382) โFCF507(AI) ๐ธAWS โOpenAIVisaNBABlackRockPerplexityLyftUnited"
X Link 2026-02-05T21:48Z 38.2K followers, 79.6K engagements
"AI ๐ธ134 $BK [---] [-----] ๐ธ BNY20253819% CFO ๐ธAI BNYAI 10AI BNYAI119% ๐ธ BNYAI [---] ๐ธ Digital employees AI bootcamps: Americas oldest bank is spending billions on tech https://www.cnbc.com/2026/02/09/digital-employees-ai-bootcamps-americas-oldest-bank-spends-billions-on-tech.html https://www.cnbc.com/2026/02/09/digital-employees-ai-bootcamps-americas-oldest-bank-spends-billions-on-tech.html"
X Link 2026-02-09T21:22Z 38.2K followers, 10.7K engagements
"$BK ๐โ $BK 2025Q4 8๐ 0.9%๐ ๐ธFY25 Q4 EPS: 2.08(1.98) : 51.8(51.5) ๐: +7% Y/Y ๐ธFY25 Q4 https://t.co/0t4awaApu3 $BK 2025Q4 8๐ 0.9%๐ ๐ธFY25 Q4 EPS: 2.08(1.98) : 51.8(51.5) ๐: +7% Y/Y ๐ธFY25 Q4 https://t.co/0t4awaApu3"
X Link 2026-02-09T21:24Z 38.2K followers, [----] engagements
"$BK AI 5๐ญ ๐ AI ๐ธ134 $BK [---] AI ๐ธ134 $BK 134"
X Link 2026-02-09T21:37Z 38.2K followers, [----] engagements
"Zoetis $ZTS 2025Q4 EPSโจ 1%๐ ๐ธFY25 Q4 EPS: 1.48(1.40) : 23.9(23.6) ๐: +3% Y/Y ๐ธFY26 EPS: 7.007.10(6.82) : 98.25100.25(99.1) ๐ธ โSimparica Trio102 โSimparica: 15.04(+12%) โSimparica TrioNo.1 โ: 17.43(+6%) โApoquelCytopoint โOAmAb: 5.68(-3%) โLibrela75% โ3 ๐ธ โ2025185 โLeniviaEU(OAmAb3) โPortelaEU(OA3mAb) โSimparica TrioApoquelCytopoint โH5N2() โDectomax-CA1 Injectable ๐ธ Zoetis ()"
X Link 2026-02-12T13:11Z 38.2K followers, [----] engagements
"๐โ Anthropic raises $30 billion in Series G funding at $380 billion post-money valuation https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation"
X Link 2026-02-12T20:56Z 38.2K followers, [----] engagements
"http://x.com/i/article/2022511136017649666 http://x.com/i/article/2022511136017649666"
X Link 2026-02-14T07:54Z 38.2K followers, 19K engagements
"Paycom Software $PAYC 2024Q3 21%๐ ๐ธFY24 Q3 EPS: $1.67 (+$0.06) : $451.9M (+$4.7M) ๐: +11.2% Y/Y ๐ธFY24 Q4 : $477M-$484M ๐: +10.6% Y/Y () ๐ธFY24 : $1.866B-$1.873B ๐: +10.4% Y/Y () ๐ธ โ: $325.8M โ: $0 โ: $21.0M303245($44.0M) ๐ธ โ98.5% โ โ โROI โ2024 ๐ธ โHR โ โ โ โ ๐ธ Paycom Software 25BetiHR HR https://twitter.com/i/web/status/1852329647293563295 https://twitter.com/i/web/status/1852329647293563295"
X Link 2024-11-01T12:39Z 38.2K followers, 17.3K engagements
"$AB ๐ [--] AB FIRE๐ค 85400๐ https://twitter.com/i/web/status/2016101965848314266 https://twitter.com/i/web/status/2016101965848314266"
X Link 2026-01-27T10:52Z 38.2K followers, 46.7K engagements
"$CLS 2025Q4 EPSโจ AI2026๐ 4.7%๐ ๐ธFY25 Q4 EPS: 1.89(1.76) : 36.5(34.9) ๐: +44% Y/Y ๐ธFY26 Q1 EPS: 1.95-2.15(1.83) : 38.5-41.5(36.5) ๐ธFY26 EPS: 8.75(8.498.20) : 170(164160) โ: 7.8%() โ: 5() ๐ธQ4 ๐CCSConnectivity & Cloud Solutions: 28.6(+64% Y/Y)8.4% ๐HPSHardware Platform Solutions: 14(+72% Y/Y) ๐ATSAdvanced Technology Solutions: 8.0(-1% Y/Y)5.3% ๐ธ โQ4310%(36%15%12%) โ2025310%(32%14%12%) ๐ธGoogle โ2027 โGoogle TPUTensor Processing Unit โ โGoogleTPU ๐ธ โ2026: 10(6%) โ2026-2027 โ โ โ โ โHPS โ ๐ธ31.6T โ31.6 โ2027 ๐ธCEO(Rob Mionis) 436.5EPS 1.892025123.928%EPS56% 20252026AI2026170EPS8.75"
X Link 2026-01-28T23:14Z 38.2K followers, 22.7K engagements
"SoFi Technologies $SOFI 2025Q4 ๐ 5.5%๐ ๐ธFY25 Q4 EPS: 0.13(0.11) : 10.3(9.82) ๐: +40% Y/Y ๐ธFY26 Q1 EPS: 0.12(0.12) ๐: 10.4(+35% Y/Y) ๐ธFY26 EPS: 0.60(0.55) ๐: 46.55(+30% Y/Y) ๐ธ ๐: 1370(+35% Y/Y) ๐: 2020(+37% Y/Y) ๐: 40%(+7) ๐: 9.6%() ๐Rule of 40: 68% ๐ธCEO(Anthony Noto) [-------] [---] ๐ธ SoFi Technologies 1370SoFi FintechSoFiGalileo12850 https://twitter.com/i/web/status/2017214932669136953 https://twitter.com/i/web/status/2017214932669136953"
X Link 2026-01-30T12:34Z 38.2K followers, 84.7K engagements
"SoFi $SOFI ๐ธ40%6% SoFi Technologies2025410.3 40% 6% ๐ธ3 130% 2PER58 [--] ๐ธ 44% Rule of 4068% ๐ธ 30% SoFi ๐ธYouTube๐ ๐ SoFi $SOFI YouTube ๐ https://t.co/SvFQDtIPiK ๐ https://t.co/xhmMdjos9k ๐ SoFi $SOFI YouTube ๐ https://t.co/SvFQDtIPiK ๐ https://t.co/xhmMdjos9k"
X Link 2026-02-01T00:12Z 38.2K followers, 94.1K engagements
"$ETN 2025Q4 ๐ 6%๐ ๐ธFY25 Q4 EPS: 3.33(3.32) โ: 70.6(70.9) ๐: +13% ๐ธFY26 Q1 โEPS: 2.652.85(3.01) ๐: 57% ๐: +13% ๐ธFY26 โEPS: 13.0013.50(13.52) ๐: 79% ๐: +13% ๐ธ ๐Electrical Americas: 12+16% ๐: Q4+200%+40% ๐Aerospace: 12+11% ๐: Electrical+29%Aerospace+16%(YoY) ๐Book-to-Bill: ElectricalAerospace1.1(12) ๐: 3.0(+30%) ๐ธ(Q4) โElectrical Americas: 35.1(+21%)29.8%+31%(YoY) โElectrical Global: 17.3(+10%)19.7%(+200bps)+19%(YoY) โAerospace: 11.1(+14%)24.1%(+120bps)+16%(YoY) โVehicle: 5.9(-9%)16.5% โeMobility: 1.3(-15%)7.8% ๐ธ(Q4) ๐ฐ: 20(+23%) ๐ฐ: 16(+17%) ๐ธ(2025130) โFibrebond: 14.3()"
X Link 2026-02-03T12:48Z 38.2K followers, [----] engagements
"O'Reilly Automotive $ORLY 2025Q4 EPS 33โจ 4%๐ ๐ธFY25 Q4 โEPS: 0.71(0.72) : 44.14(43.94) ๐: +8% Y/Y ๐: +5.6% Y/Y(+4.4%) ๐ธFY25 ๐EPS: 2.97(+10%) ๐: 177.82(+6%) ๐: +4.7% Y/Y(+2.9%) ๐: 25.38(+6%+1.52) ๐ธFY26 EPS: 3.10-3.20(2.98) : 187-190(177.6) : 3.0%-5.0% โ: 51.5%-52.0% โ: 19.2%-19.7% โ: 22.6% โ: 225-235() ๐ธQ4 ๐: 51.8%(51.3%) ๐: 18.8%(+12%) ๐: 13.7%(+10%) โ SG&A: 14.58(33.0%+7%) โSG&A ๐ธ ๐: 51.6%(51.2%) ๐: 19.5%(+6%) ๐: [-----] ๐: [-----] ๐ธFY26 ๐: 31-35 ๐: 13-14 ๐: 18-21 ๐ธ โ2025: 207(1822511) โ: 6585(48) โ โ: [-----] ๐ธ ๐Q4: 52096.69(5.0) ๐: 227092.26(21.0) ๐: 2100(1%) ๐2011:"
X Link 2026-02-04T22:55Z 38.2K followers, [----] engagements
"$BE 2025Q4 โจ AI๐ 12%๐ ๐ธ2025Q4 EPS: 0.45(0.43) : [-----] ๐: +35.9% Y/Y ๐: 7.002(+33.2%) ๐ธ2025 ๐: 20.2(+37.3%) ๐: 17.6(+35.5%) ๐: 29.0%(+1.6%pt) ๐Non-GAAP: 30.3%(+1.6%pt) ๐: 7280(+4990) ๐Non-GAAP: 2.21(+1.134) ๐: 1.139(2) ๐Non-GAAP EPS(): 0.76(0.28) ๐ธ2026 EPS: 1.331.48(1.12) : 3133(25.8) ๐: +58% Y/Y() ๐Non-GAAP: 32% ๐Non-GAAP: 4.254.75 ๐ธ ๐: [---] ๐: 60(2.5) ๐ธ(Q4) ๐: 30.8%(38.3%) ๐Non-GAAP: 31.9%(39.3%) ๐: 16.9%(-1.7%) ๐Non-GAAP : 19.5%(0.5%+19.0%pt) ๐: 8750(-1720) ๐Non-GAAP: 1.33() ๐: [-----] ๐ธ(2025) ๐: [----] ๐: [----] ๐: [----] ๐: [----] ๐ธ(20251231) ๐ฐ: 24.5(20248.03) โ:"
X Link 2026-02-05T22:07Z 38.2K followers, 12.9K engagements
"VRTSPAC ETN $GEV $BE $CAT ------------------ AI๐โ AI AI2028 ------------------ ๐ https://youtu.be/st-3R6sgfTk https://youtu.be/gpBsYWO_ig0 https://youtu.be/st-3R6sgfTk https://youtu.be/gpBsYWO_ig0"
X Link 2026-02-05T23:25Z 38.2K followers, [---] engagements
"๐ 29() $MNDY $APO $KD 210() $ALAB $DDOG $HOOD $INMD $NET $RACE $SPGI $UPST $SPOT 211() $APP $CLBT $CSCO $SHOP $HUBS $PAYC $ROL $RPRX $TYL $U $VRT $ABNB 212() $AMAT $ANET $BRKR $CART $COIN $DXCM $HWM $KNSL $NBIS $TOST $VRTX $ZBRA $ZTS $BN"
X Link 2026-02-09T09:48Z 38.2K followers, [----] engagements
"$ALAB 2025Q4 EPSโจ 5%๐ ๐ธFY25 Q4 EPS: 0.58(0.51) : 2.71(2.50) ๐: +92% Y/Y+17% Q/Q ๐ธFY26 Q1 EPS: 0.530.54(0.52) : 2.862.97(2.60) ๐: +83% Y/Y+8% Q/Q ๐ธFY25 ๐: 8.53(+115% Y/Y) ๐: 75.7%(76.4%) ๐: 20.3%(-29.3%) ๐GAAP EPS: 1.22(-0.64) ๐Non-GAAP EPS: 1.84(0.84) ๐ธ โScorpio X-Series โScorpio X-Series:radixHypercast โ2030200 โNVLink Fusion โLeo CXLMicrosoft Azure M-seriesCXL โCXL 2.02TB1.5 ๐ธ โDesmond LynchCFO(202632) โ25 โRambusCFOKnowlesIDTAtmelNational Semiconductor โMike TateCEO ๐ธCEO(Jitendra Mohan) ๐ธ Astera LabsAI CXLEthernetNVLink FusionPCIeUALinkCOSMOS"
X Link 2026-02-10T21:39Z 38.2K followers, 25.8K engagements
"$HOOD 2025Q4 โจ 6%๐ ๐ธFY25 Q4 EPS: 0.66(0.64) โ: 12.8(13.4) ๐: +27% Y/Y ๐ธ(Q4) ๐: 7.76(+15% Y/Y) - : 1.47(+300%) - : 3.14(+41%) - : 0.94(+54%) - : 2.21(-38%) ๐: 4.11(+39% Y/Y) ๐: 0.96(+109% Y/Y) - Robinhood Gold: 0.50(+56%) ๐ธ(Q4) ๐EBITDA: 7.61(+24% Y/Y) ๐EBITDA: 59%(60%) ๐: 6.33(+38% Y/Y) ๐SBC: 5.97(+18% Y/Y) ๐ฐ: 43() ๐ธ ๐: 2700(+7% Y/Y+180) ๐: 2840(+8% Y/Y+220) ๐Robinhood Gold: 420(+58% Y/Y) โRobinhood Gold: 15% ๐(ARPU): 191(+16% Y/Y) ๐ธ ๐: 3240(+68% Y/Y) ๐(Q4): 159(Q3+19%) ๐(): 681(Q4 2024+35%) ๐ธ(Q4) ๐: 7100(+68% Y/Y) ๐: 6.59(+38% Y/Y) ๐: [---] - Bitstamp: [---] - Robinhood:"
X Link 2026-02-10T22:10Z 38.2K followers, 36K engagements
"AppLovin $APP 2025Q4 5%๐ ๐ธFY25 Q4 EPS: 3.24(2.94) : 16.6(16.1) ๐: +66% Y/Y ๐ธ1Q26 : 17.4517.75(17.0) ๐: +52% Y/Y() ๐ธ(Q4) ๐EBITDA: 14.0(+82% Y/Y84%) ๐: 66%(60%) ๐: 66%(60%) ๐: 13.1(+87%) ๐: 13.1(+88%) ๐ฐ: 24.9(+257%) ๐ธ ๐(Q4): 4.8(80) โ: 3.38(Class A+Class B) ๐ธ โ4.1 โ(): [---] โ: [---] โ: [---] ๐ธ AppLovin AI https://twitter.com/i/web/status/2021698165750346103 https://twitter.com/i/web/status/2021698165750346103"
X Link 2026-02-11T21:29Z 38.2K followers, 40.3K engagements
"$CSCO 2026Q2 20%๐ 6%๐ ๐ธFY26 Q2 EPS: 1.04(1.02) : 153(151) ๐: +10% Y/Y ๐ธFY26 Q3 EPS: 1.02-1.04(1.03) : 154-156(152.1) ๐ธFY26 EPS: 4.13-4.17(4.13) : 612-617(607.7) โ ๐ธ ๐: +18% Y/Y(2) ๐: +20% Y/Y ๐AI(): 21() โ ๐ธ(Q2) ๐Americas: 88.5(+8% Y/Y) ๐EMEA: 44.3(+15% Y/Y) ๐APJC: 20.8(+8% Y/Y) ๐ธ(Q2) ๐: 82.9(+21% Y/Y) ๐: 20.2(-4% Y/Y) ๐: 10.5(+6% Y/Y) โ: 2.8() ๐ธ โGAAP: 65.0% โNon-GAAP: 67.5% โGAAP: 24.6%() โNon-GAAP: 34.6%() โ: 18(-19% Y/Y) โ: [---] ๐ธ(RPO) ๐: 434(+5% Y/Y) ๐RPO: +8% Y/Y ๐RPO: 118(+11% Y/Y) ๐RPO: +2% Y/Y ๐ธ ๐: 284(+2% Y/Y) ๐: +3% Y/Y ๐: +2% Y/Y ๐ธ ๐: 10.42(+2%) ๐:"
X Link 2026-02-11T21:51Z 38.2K followers, 10.8K engagements
"$COIN 2025Q4 EPS๐ 3%๐ ๐ธFY25 Q4 โEPS: 0.66(0.96) โ: 17.8(18.3) ๐: -22% Y/Y ๐ธFY25 ๐: 68.8(+9% Y/Y) ๐: 12.6(2024: 25.8) ๐Adjusted EBITDA: 28.1(2024: 33.5) ๐: 24.3(2024: 31.0) ๐ธFY26 Q1 โ: 4.2(210) โ: 5.56.3 โ&+: 9.259.75 โ: 2.153.15 โ: [---] ๐ธ(Q4) ๐: 9.83(-6% Q/Q) : 7.34(-13% Q/Q) : 1.85(+37% Q/Q) ๐: 7.27(-3% Q/Q) : 3.64(+3% Q/Q) : 1.52(-18% Q/Q) : 0.6(-8% Q/Q) ๐ธ ๐Coinbase(2025): 5.23(+156% Y/Y) ๐: 6.4%(2024: 3.2%) ๐Q4: 560(-6% Q/Q) ๐Q4: 2150(-13% Q/Q) ๐ธ ๐: 3760(33) โ12%Coinbase(2025) โ9 ๐ธ ๐USDC(Coinbase): 178(+18% Q/Q) ๐USDC: 762(+11% Q/Q) โCoinbase84 ๐ธCoinbase One"
X Link 2026-02-12T22:03Z 38.2K followers, 13.1K engagements
"Airbnb $ABNB 2025Q4 2026๐ 3%๐ ๐ธFY25 Q4 โEPS: 0.56(0.66) : 27.8(27.1) ๐: +12% Y/Y ๐ธFY26 Q1 : 25.926.3(25.3) ๐: +14%+16% Y/Y โ3 โ ๐GBV: 10%(1ADR) ๐ธFY25 Q4 ๐: 12190(+10% Y/Y) ๐GBV(): 204(+16% Y/Y+13% Y/Y) ๐ADR(1): 168(+6% Y/Y+3% Y/Y) โ: 3.41(12%) โEBITDA: 7.86(28%) โ: 5.21(19%) ๐ธFY25 ๐: 122(+10% Y/Y) ๐: 53300(+8% Y/Y) ๐GBV: 913(+12% Y/Y+10% Y/Y) โ: 25(21%) โEBITDA: 43(35%) โ: 46(38%) ๐ธFY26 : 10%(2) โ โEBITDA: () ๐ธ โReserve Now Pay Later()70% โ202622026 โ1014Limited โ124(28) โQ4 ๐ธ ๐2 ๐ ๐50% ๐2(60%) ๐ธ โ20255Airbnb ServicesAirbnb Experiences โ2025 โ โ โ โ2026 ๐ธAI โAI โAI31 โ"
X Link 2026-02-12T22:16Z 38.2K followers, [----] engagements
"AI ๐ธ220% AI CBRE $CBRE 8.8%220% [----] 4.2% ๐ธAI 2AI AIAI AI Real Estate Stocks Sink as Worries About AI Risks Spread https://finance.yahoo.com/news/real-estate-stocks-sink-worry-193805129.html https://finance.yahoo.com/news/real-estate-stocks-sink-worry-193805129.html"
X Link 2026-02-12T23:13Z 38.2K followers, 26.2K engagements
"GPT-5.3-Codex-Spark AI GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj"
X Link 2026-02-12T23:48Z 38.2K followers, [----] engagements
"AI ๐ธ20% AI C.H.RXO14.5%20.5% J.B.5%XPO6%13.2% AI ๐ธ70% AISemiCab300400% 70% [---] SemiCabCEO Trucking and logistics stocks drop on release of AI freight scaling tool https://www.cnbc.com/2026/02/12/trucking-and-logistics-stocks-tumble-on-release-of-ai-freight-scaling-tool.html https://www.cnbc.com/2026/02/12/trucking-and-logistics-stocks-tumble-on-release-of-ai-freight-scaling-tool.html"
X Link 2026-02-13T03:11Z 38.2K followers, [----] engagements
"Spotify121 - AI ๐ธ SpotifyCEO121 Q4AI [------] ๐ธ SpotifyHonkAIClaude Code SlackAI Slack ๐ธ Spotify(LLM) EDM ๐ธ SpotifyAI AI AI ๐ธ Spotify says its best developers havent written a line of code since December thanks to AI https://techcrunch.com/2026/02/12/spotify-says-its-best-developers-havent-written-a-line-of-code-since-december-thanks-to-ai/ https://techcrunch.com/2026/02/12/spotify-says-its-best-developers-havent-written-a-line-of-code-since-december-thanks-to-ai/"
X Link 2026-02-13T03:18Z 38.2K followers, [----] engagements
"@tattsun18066066 IDXX"
X Link 2026-02-13T21:29Z 38.2K followers, [--] engagements
"๐ ๐ 22() $DIS $FN $IDXX $PLTR 23() $AMD $CMG $EMR $ETN $IT $JKHY $LITE $PJT $SMCI 24() $ABBV $ALGN $ARM $EFX $BAM $CME $COHR $DHR $ELF $GOOGL $LLY $MCK $UBER $NVO $ODFL $ORLY $QCOM 25() $AMZN $BE $BILL $DOCS $ROAD $FTNT $ICE $KKR $LIN $TEAM $MPWR $MTD $RBLX $RDDT ๐ https://twitter.com/i/web/status/2017939578120982621 https://twitter.com/i/web/status/2017939578120982621"
X Link 2026-02-01T12:34Z 38.2K followers, 17.6K engagements
"monday. com $MNDY 2026Q4 12%๐ ๐ธFY25 Q4 EPS: 1.04(0.92) : 3.34(3.30) ๐: +25% Y/Y ๐ธFY26 Q1 โ: 3.38-3.40(3.43) ๐ธFY26 โ: 14.52-14.62(14.8) ๐ธ ๐10: 63914(+8% Y/Y) ๐ARR 5: 4281(+34% Y/) ๐ARR 10: 1756(+45% Y/Y) ๐ARR 50: 87(+74% Y/Y) ๐ธARR ๐10: ARR81%(79%) ๐ARR 5: ARR41%(36%) ๐ARR 10: ARR28%(24%) ๐ARR 50: ARR6%(4%) ๐ธ โ: 110% โ10: 114% โARR 5: 116% โARR 10: 116% ๐ธ ๐(RPO): 8.39(+37% Y/Y) ๐(cRPO): 6.76(+31% Y/Y) ๐ธ ๐ฐ: Q488.41.35 ๐ฐ: 7.35(8.7) ๐ธAI โAI4AI(monday sidekickmonday vibemonday agentsmonday workflows) โmonday vibe: mondayARR 100(2025102.5) ๐ธ monday. comAI 25AI1AI CRMAI"
X Link 2026-02-09T12:33Z 38.2K followers, [----] engagements
"$NET 2025Q4 โจ 8%๐ ๐ธFY25 Q4 EPS: 0.28(0.27) : 6.145(5.914) ๐: +34% Y/Y ๐ธFY26 Q1 โEPS: 0.23(0.25) : 6.20-6.21(6.14) ๐ธFY26 โEPS: 1.11-1.12(1.18) : 27.85-27.95(27.4) ๐ธFY25 ๐: 21.7(+30% Y/Y) ๐Non-GAAP: 3.039(14.0%) โGAAP: 2.072(9.6%) ๐ธ ๐RPO: +48% ๐Current RPO: +34% ๐ACV: +50%(2021) โACV: [----] ๐ธ(Q4) ๐GAAP: 73.6%(76.4%) ๐Non-GAAP: 74.9%(77.6%) ๐Non-GAAP: 14.6%(14.6%) ๐: 1.904(1.273) ๐: 9940FCF16.2%(478010.4%) ๐ฐ: [------] ๐ธ(FY25) ๐GAAP: 74.5%(77.3%) ๐Non-GAAP: 75.8%(78.7%) ๐: 6.031(3.804) ๐: 2.606FCF12.0%(1.66910.0%) ๐ธAI โAIWeb โCloudflareAI โCloudflare Workers โCloudflare"
X Link 2026-02-10T21:55Z 38.2K followers, 21.4K engagements
"Vertiv $VRT 2025Q4 252%๐ 15%๐ ๐ธFY25 Q4 EPS: 1.36(1.30) โ: 28.8(28.9) ๐: +23% Y/Y ๐: +19% Y/Y ๐ธFY26 Q1 EPS: 0.95-1.01(0.96) : 25.027.0(25.6) ๐: +18%+26% ๐ธFY26 EPS: 5.976.07(5.33) : 132.5137.5(123.9) ๐: +27%+29% ๐ธQ4 ๐: +252% Y/Y(+117%) ๐12: +81% Y/Y โBook-to-Bill: [---] ๐: 150(+109% Y/Y) โ/ โ ๐ธQ4 ๐: 5.8(+27% Y/Y) ๐: 6.68(+33% Y/Y) ๐: 23.2%(+170bp Y/Y) ๐: 10.1(+136% Y/Y) ๐: 9.1(+151% Y/Y) โ: 0.5(Q4) ๐ธ(Q4) ๐: 18.9(+50% Y/Y+46%) ๐APAC: 4.9(-10% Y/Y-9%) ๐EMEA: 5.0(-8% Y/Y-14%) ๐ธ(Q4) ๐: 23.1(+23% Y/Y) ๐: 5.7(+21% Y/Y) ๐ธCEO(Giordano Albertazzi) Vertiv [----] ๐ธ(Dave Cote) ๐ธ"
X Link 2026-02-11T13:05Z 38.2K followers, 20.4K engagements
"Gemini [--] Deep Think ๐ธ $GOOGL Gemini [--] Deep Think ๐ธ Deep Think Deep Think AI ๐ธ Deep Think AIHumanity's Last Exam48.4% 2025Codeforces3455Elo ๐ธ3D Deep Think 3D ๐ธ Gemini [--] Deep ThinkGoogle AI UltraGemini API https://twitter.com/i/web/status/2022055356478951714 https://twitter.com/i/web/status/2022055356478951714"
X Link 2026-02-12T21:08Z 38.2K followers, [----] engagements
"AI ๐ AI https://t.co/NcaX0ZpyB3 AI https://t.co/NcaX0ZpyB3"
X Link 2026-02-13T19:20Z 38.2K followers, 44.6K engagements
"$PLTR 2025Q4 Rule of 40127%๐ 7%๐ ๐ธFY25 Q4 EPS: 0.25(0.23) : 14.1(13.4) ๐: +70% Y/Y+19% Q/Q ๐ธFY26 Q1 : 15.32-15.36(13.3) ๐ธFY26 : 71.82-71.98(62.8) ๐: +61% Y/Y ๐: 31.44(+115% Y/Y) ๐ธ ๐: 10.76(+93% Y/Y+22% Q/Q) ๐: 5.07(+137% Y/Y+28% Q/Q) ๐: 5.70(+66% Y/Y+17% Q/Q) ๐(RDV): 43.8(+145% Y/Y+21% Q/Q) ๐ธ ๐: 7.98(57%) ๐: 7.91(56%) ๐: 7.77(55%) ๐GAAP: 5.75(41%) ๐GAAP: 6.09(43%) ๐ฐ: [--] ๐ธ ๐: 954(+34% Y/Y+5% Q/Q) ๐: 780(+37% Y/Y+5% Q/Q) ๐: 571(+49% Y/Y+8% Q/Q) โ(NDR): 139% ๐ธ โ100: [---] โ500: [--] โ1000: [--] ๐TCV: 42.6(+138% Y/Y) ๐TCV: 13.4(+67% Y/Y) ๐ธ โShipOS: FoundryAIP16010 โAmerican"
X Link 2026-02-02T21:48Z 38.2K followers, 164.2K engagements
"๐ Rule of 40Enterprise Software Palantir 120โจ $PLTR: 127% $PTC: 99% $FICO: 71% $PGY: 63% $ADBE: 55% $SNPS: 54% $ADSK: 54% $DT: 48% $INTU: 46% $GWRE: 45% $XRO: 45% $ZETA: 44% $KVYO: 43% $NEM: 42% $BSY: 42% $MANH: 42% $TOI: 40% $WDAY: 39% $ROP: 38% $DOCU: 38% $ACIW: 37% $SAP: 36% $NICE: 34% $CSU: 33% $SGE: 33% $NTNX: 32% $TEMN: 32% $PEGA: 32% $TYL: 32% $ESTC: 31% $PCOR: 28% $FIVN: 26% $TRMB: 25% $OTEX: 25% $CFLT: 25% $DSY: 24% $BILL: 22% $NEUSOFT: 16% ๐โ $1B โ
Y โ
X Rule of [--] $PLTR 2025Q4 Rule of 40127%๐ 7%๐ ๐ธFY25 Q4 EPS: 0.25(0.23) : 14.1(13.4) ๐: +70% Y/Y+19% Q/Q ๐ธFY26 Q1 :"
X Link 2026-02-02T22:21Z 38.2K followers, 38.7K engagements
"$AMD 2025Q4 EPSโจ 6.5%๐ ๐ธFY25 Q4 EPS: 1.53(1.32) : 102.7(96.7) ๐: +34% Y/Y ๐ธFY25 Q1 : 983(94) โMI3081 โ: +32% Y/Y Non-GAAP: 55% ๐ธFY25 ๐EPS: 4.17(+26% Y/Y) ๐: 346.4(+34% Y/Y) ๐Non-GAAP: 77.7(+27% Y/Y) โGAAP: 50% โNon-GAAP: 52% ๐ธ(Q4) ๐GAAP: 54%(+3ppt) ๐Non-GAAP: 57%(+3ppt) ๐: 23.0() ๐: 20.8() โ: [-----] โ: [----] ๐ธ ๐Q4: 53.8(+39% Y/Y) ๐: 166.4(+32% Y/Y) โEPYCInstinct GPU โ: 33%(Q4) โMI3083.6 โMI3083.9(Q4) ๐ธ& ๐Q4: 39.4(+37% Y/Y) ๐: 145.5(+51% Y/Y) โ: 31.0(+34% Y/Y) โ: 8.4(+50% Y/Y) โRyzen โRadeon GPU ๐ธ ๐Q4: 9.5(+3% Y/Y) ๐: 34.5(-3% Y/Y) โ โ ๐ธCEO(Lisa Su) 2025AMDAIEPYCRyzen"
X Link 2026-02-03T21:43Z 38.2K followers, 82.3K engagements
"Advanced Micro Devices $AMD ๐โ $AMD 2025Q3 AIPC๐ 1.7%๐ ๐ธFY25 Q3 EPS: 1.20(1.17) : 92.5(87.5) ๐: +36% Y/Y ๐ธFY25 https://t.co/aBu0YiMF1R $AMD 2025Q3 AIPC๐ 1.7%๐ ๐ธFY25 Q3 EPS: 1.20(1.17) : 92.5(87.5) ๐: +36% Y/Y ๐ธFY25 https://t.co/aBu0YiMF1R"
X Link 2026-02-03T22:16Z 38.2K followers, [----] engagements
"CME Group $CME 2025Q4 4EPSโจ 0.7%๐ ๐ธFY25 Q4 EPS: 2.77(2.74) : 16.5(16.4) ๐: +8% Y/Y ๐Q4 ๐ธFY25 EPS: 11.20(+9% Y/Y) : 65(+6% Y/Y) : 41(+9% Y/Y) ๐: 8.03(+13% Y/Y) ๐5(ADV): [----] ๐ธ ๐Q4 ADV: 2740(+7% Y/YQ4) ๐ADV: 830(+9% Y/Y) โEMEA: +6% Y/Y โ: +18% Y/Y ๐ADV: 2160(+5% Y/Y) ๐ADV: 580(+16% Y/YQ4) ๐ธ ๐: +114% Y/Y() ๐: +22% Y/Y ๐: +92% Y/Y(133) ๐: +2% Y/Y ๐: +9% Y/Y ๐: +4% Y/Y() ๐: +39% Y/Y ๐ธ ๐Q4ADV: 440(+59% Y/Y) โ: +41% Y/Y โ: +384% Y/Y โ: +92% Y/Y ๐1ADV: 6.6(+233%) ๐20261ADV: [---] ๐ธ ๐ฐ: 46(OSTTRA13) ๐ฐ: [--] ๐: 67.0% ๐Q4(): [----] ๐: Q44.55202539 โ2012300 ๐ธ โFanDuel"
X Link 2026-02-04T12:55Z 38.2K followers, [----] engagements
"$GOOG $GOOGL 2025Q4 4000โจ 2.5%๐ ๐ธFY25 Q4 EPS: 2.82(2.64) : 1138(1115) ๐: +18% Y/Y ๐ธFY25 EPS: 10.81(10.59) : 4028(4004) ๐: +15% Y/Y ๐ธ2026 โ(CapEx): [--------] โ ๐ธGoogle Services ๐: 959(+14% Y/Y) ๐Google Search & Other: 631(+17% Y/Y) ๐YouTube: 114(+9% Y/Y) ๐Google Network: 78(-2% Y/Y) ๐: 136(+17% Y/Y) ๐: [---] โ: 41.9% ๐ธGoogle Cloud ๐: 177(+48% Y/Y) ๐: [---] ๐: 53(21) โ: 30.1%(17.5%) โAIGCP ๐ธYouTube โ2025: 600(+) โ ๐ธGemini โGemini [--] โ100(API) โGemini App: [---] โAI ๐ธ โ: [----] โGoogle OneYouTube Premium ๐ธ ๐Q4: 279(+95% Y/Y) ๐FY25: 914(+74% Y/Y) โAI ๐ธ ๐ฐ(Q4): [---] ๐ฐ(TTM): 733"
X Link 2026-02-04T22:01Z 38.2K followers, 69.5K engagements
"$ROAD 2026Q1 EPSโจ 1.5%๐ ๐ธFY26 Q1 EPS: 0.47(0.31) : 8.10(7.43) ๐: +44% Y/Y ๐ธFY26() : 34.8-35.6(34.5) ๐ธ ๐EBITDA: 1.122(+63% Y/Y) ๐EBITDA: 13.9%(1) ๐: 1.215(7660) โ: 7.7%(7.9%) ๐ธ ๐: [----] ๐: [----] ๐: [----] โ ๐ธM&A โ12 โ โ158(43) โ ๐ธ โ: 7-8% โ8() โ โ โ ๐ธ โ: [-----] โ(): [----] โ: [----] โ ๐ธCEO(Fred J. Smith III) 144%EBITDA63%EBITDA113.9%30.9 ๐ธExecutive Chairman(Ned N. Fleming III) 158CPI ๐ธ โ โ โ โ ๐ธ Construction Partners Inc. https://twitter.com/i/web/status/2019409280944718192 https://twitter.com/i/web/status/2019409280944718192"
X Link 2026-02-05T13:54Z 38.2K followers, 15.8K engagements
"$ROAD +10.8%๐ $ROAD 2026Q1 EPSโจ 1.5%๐ ๐ธFY26 Q1 EPS: 0.47(0.31) : 8.10(7.43) ๐: +44% Y/Y ๐ธFY26() https://t.co/Rl676U00Bv $ROAD 2026Q1 EPSโจ 1.5%๐ ๐ธFY26 Q1 EPS: 0.47(0.31) : 8.10(7.43) ๐: +44% Y/Y ๐ธFY26() https://t.co/Rl676U00Bv"
X Link 2026-02-05T21:04Z 38.2K followers, [----] engagements
"Reddit $RDDT 2025Q4 70%โจ 10๐ 4%๐ ๐ธFY25 Q4 EPS: 1.240.93 : 7.266.67 ๐: +70% Y/Y ๐ธFY26 Q1 : 5.95-6.055.77 ๐ธ(Q4) ๐: 6.90+75% Y/Y ๐: 3600+8% Y/Y ๐ธ(Q4) ๐: 91.9%92.6% ๐: 2.5235%+1.81 ๐EBITDA: 3.27+1.73 ๐Rule of 11570%+EBITDA45% ๐: 2.67+1.77 ๐: 2.64+1.74 ๐ธFY25 : 22+69% ๐: 5.3024%+10.14 ๐EBITDA: 8.4538%+5.47 ๐: 6.91+4.69 ๐: 6.84+4.68 โ: 91.2%+70bps ๐ธQ4 ๐DAUq: 12140+19% ๐WAUq: 47160+24% ๐: +10% ๐: +27% ๐DAUq: +9% ๐DAUq: +28% ๐ARPU: 5.98+42% ๐ธ โ โ151150% โReddit Max campaignsAI โ27%CPA17% โ: [--] ๐ธ โ: Q48000Reddit16000 โReddit Answers5 โ โLLM โLLM โ: โ35 ๐ธ ๐: 10A โ โ ๐ธ"
X Link 2026-02-05T21:23Z 38.2K followers, 11.3K engagements
"5๐ค https://x.com/momoblog0214/status/1238315523848298496s=20 ๐ 100๐
๐ถ https://t.co/rnlNSEIdPZ https://x.com/momoblog0214/status/1238315523848298496s=20 ๐ 100๐
๐ถ https://t.co/rnlNSEIdPZ"
X Link 2026-02-12T11:07Z 38.2K followers, [----] engagements
"$ARM ๐ https://momo0214.com/arm/ https://momo0214.com/arm/"
X Link 2026-02-12T11:13Z 38.2K followers, [----] engagements
"$HWM 2025Q4 โจ 3%๐ ๐ธFY25 Q4 EPS: 1.05(0.97) : 22(21.3) ๐: +15% Y/Y ๐ธFY26 Q1 EPS: 1.09-1.11(1.02) : 22.25-22.45(21.7) ๐ธFY26 โEPS: 4.35-4.55(4.47) โ: 90-92(91.4) ๐ธ(Q4) โEngine Products: 11.6(+20% Y/Y)EBITDA34.0% โFastening Systems: 4.54(+13% Y/Y)EBITDA30.6% โEngineered Structures: 2.87(+4% Y/Y)EBITDA22.0% โForged Wheels: 2.64(+9% Y/Y)EBITDA29.9% ๐ธ โConsolidated Aerospace Manufacturing(CAM)18(20251222) โ2026 โBrunner Manufacturing Co. Inc.(202626) ๐ธ ๐: Q42(194.61/) ๐2025: 7() ๐2026: 1.5(215.28/) ๐: Q40.12/(+50%)2026Q10.12/(+20%) ๐: [----] ๐ธ โ: OEM10 โ: โ: โ: 2026Q12026 ๐ธCEO(John"
X Link 2026-02-12T12:45Z 38.2K followers, [----] engagements
"$HWM ๐โ $HWM โ 2025Q3 ๐ 2.9%๐ ๐ธ2025Q3 EPS: 0.95(0.91) : 20.9(20.4) ๐: +14% Y/Y+2% Q/Q ๐ธ2025Q4 EPS: https://t.co/vIyzEKOJvV $HWM โ 2025Q3 ๐ 2.9%๐ ๐ธ2025Q3 EPS: 0.95(0.91) : 20.9(20.4) ๐: +14% Y/Y+2% Q/Q ๐ธ2025Q4 EPS: https://t.co/vIyzEKOJvV"
X Link 2026-02-12T13:13Z 38.2K followers, [----] engagements
"$AMAT [-----] EPSโจ 9%๐ ๐ธFY26 Q1 EPS: 2.38(2.21) : 70.1(68.8) ๐: -2% Y/Y ๐ธFY26 Q2 EPS: 2.640.20(2.28) : 76.55(70.2) ๐ธFY26 Q1 ๐Semiconductor Systems: [----] โFoundry/Logic: 62% โDRAM: 34%(DRAM) โFlash Memory: 4% ๐Applied Global Services: 15.6() ๐: [---] ๐ธ(Q1) ๐GAAP: 49.0%(48.8%) ๐Non-GAAP: 49.1%(48.9%) ๐GAAP: 26.1%(30.4%) ๐Non-GAAP: 30.0%(30.6%) ๐: 16.9(9.3) ๐: 10.4(5.4) ๐ธ(Q1) ๐: [----] ๐: [----] ๐: [----] ๐ธ2026 ๐: 20% โ2026 โ โ โ2027 ๐ธ โ20261 โAI โ/DRAM โApplied Materials ๐ธ2026WFE() โ/: GAAFinFETGAA โDRAM: 4F23D DRAM6F2(HBM)R&D โ: HBM3D โNAND: WFE10% โICAPS(IoT////): ๐ธQ1 โViva"
X Link 2026-02-12T21:28Z 38.2K followers, 12.1K engagements
"$TOST 2025Q4 20253๐ 7%๐ ๐ธFY25 Q4 EPS: 0.16(0.24) : 16.3(16.2) ๐: +21.6% Y/Y ๐ธFY26 Q1 Non-GAAP: 5.05-5.15(+22-24% Y/Y) โEBITDA: 1.60-1.70 ๐ธFY26 Non-GAAP: 22.7-23.0(+20-22% Y/Y) โEBITDA: 7.75-7.95 ๐ธ(Q4) ๐(ARR): 20(+26% Y/Y) ๐: 16.4(+22% Y/Y) ๐2025: 3(Q48000) ๐(GPV): 514(+22% Y/Y) ๐GAAP: 4.87(+29% Y/Y) ๐Non-GAAP: 5.02(+28% Y/Y) ๐ธFY25 ๐(GPV): 1951(+23% Y/Y) ๐GAAP: 18(+33% Y/Y) ๐Non-GAAP: 19(+33% Y/Y) ๐GAAP: 2.92(1600) ๐GAAP: 3.42(1900) ๐EBITDA: 6.33(3.73) ๐EBITDA: 34% ๐: 6.61(3.60) ๐: 6.08(3.06) ๐ธ(Q4) ๐GAAP: 8500(Q43200) ๐GAAP: 1.01(Q43300) ๐EBITDA: 1.63(Q41.11) ๐:"
X Link 2026-02-12T22:46Z 38.2K followers, [----] engagements
"@yossy_forever21 $AMAT $LRCX"
X Link 2026-02-13T21:26Z 38.2K followers, [--] engagements
"GPT-5.2 ๐ธAI OpenAIGPT-5.2 AI ๐ธ 1() ๐ธAI GPT-5.2 Pro OpenAI12 ๐ธ AI AI GPT-5.2 ๐ธ GPT5.2 derives a new result in theoretical physics https://openai.com/index/new-result-theoretical-physics/ https://openai.com/index/new-result-theoretical-physics/"
X Link 2026-02-13T21:39Z 38.2K followers, [----] engagements
"@luckygomen $FI $TOST SaaSAI"
X Link 2026-02-13T23:04Z 38.2K followers, [--] engagements
"ETF $IGV 1: -0.4% 1: -23.5% 1-33.2%"
X Link 2026-02-14T00:19Z 38.2K followers, [----] engagements
"@uLktNP6DfGsLpG9 AI ๐"
X Link 2026-02-14T01:43Z 38.2K followers, [---] engagements
"@BrownPome AIOpenAI AI๐ญ"
X Link 2026-02-14T15:30Z 38.2K followers, [----] engagements
"SNSMicrosoftAIAzure Azure+39%๐ AIAzure PER23 SNS ๐ Microsoft sns https://t.co/5idOyqRrnt Microsoft sns https://t.co/5idOyqRrnt"
X Link 2026-02-15T07:09Z 38.2K followers, 27.7K engagements
"$META OpenAI METAAI OpenAI โจ OpenClawOpenAICEO ๐ธAIOpenAI OpenAICEOAIOpenClaw OpenClawOpenAICEO ๐ธAIOpenAI OpenAICEOAIOpenClaw"
X Link 2026-02-16T01:22Z 38.2K followers, [----] engagements
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