#  @obienu59136 Emmanuel -Big tech and blue chip Lover Emmanuel -Big tech and blue chip Lover posts on X about strong, ai, flow, cash flow the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1974377077345247232/interactions)  - [--] Week [------] +15% - [--] Month [-------] +85% ### Mentions: [---] [#](/creator/twitter::1974377077345247232/posts_active)  - [--] Week [---] -0.71% - [--] Month [-----] +62% ### Followers: [-----] [#](/creator/twitter::1974377077345247232/followers)  - [--] Week [-----] +0.56% - [--] Month [-----] +0.88% ### CreatorRank: [-------] [#](/creator/twitter::1974377077345247232/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 56.28% [finance](/list/finance) 39.69% [technology brands](/list/technology-brands) 27.37% [cryptocurrencies](/list/cryptocurrencies) 13.74% [countries](/list/countries) 7.35% [exchanges](/list/exchanges) #6145 [automotive brands](/list/automotive-brands) 4.27% [financial services](/list/financial-services) #1981 [currencies](/list/currencies) 1.78% [social networks](/list/social-networks) 1.42% **Social topic influence** [strong](/topic/strong) 14.1%, [ai](/topic/ai) 13.15%, [flow](/topic/flow) 7.82%, [cash flow](/topic/cash-flow) #323, [crypto](/topic/crypto) 5.33%, [bitcoin](/topic/bitcoin) 4.38%, [core](/topic/core) 4.15%, [health](/topic/health) 4.03%, [growth](/topic/growth) #446, [target](/topic/target) 3.91% **Top accounts mentioned or mentioned by** [@time2ctruth2](/creator/undefined) [@lynne22334](/creator/undefined) [@d40794074](/creator/undefined) [@hunterallen4](/creator/undefined) [@thegaboeth](/creator/undefined) [@tipranks](/creator/undefined) [@paulmerrey1945](/creator/undefined) [@1trueamerican](/creator/undefined) [@emilysm43](/creator/undefined) [@thoresonlaurie](/creator/undefined) [@jesse44964800](/creator/undefined) [@dan_nikas](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Solana (SOL)](/topic/solana) [Cardano (ADA)](/topic/cardano) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Ethereum (ETH)](/topic/ethereum) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Metadium (META)](/topic/$meta) [Spotify Technology (SPOT)](/topic/$spot) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Orochi Network (ON)](/topic/$on) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [CVS Health Corp (CVS)](/topic/cvs) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [monday.com Ltd. (MNDY)](/topic/$mndy) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Micron Technology, Inc. (MU)](/topic/$mu) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Coca-Cola Co (KO)](/topic/$ko) [Datadog Inc (DDOG)](/topic/$ddog) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Shopify Inc (SHOP)](/topic/$shop) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Eli Lilly and Company (LLY)](/topic/$lly) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Mario Coin (COIN)](/topic/$coin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Broadcom, Inc. (AVGO)](/topic/$avgo) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [AppLovin Corporation (APP)](/topic/$app) [RAI Finance (SOFI)](/topic/$sofi) [Iris Energy Limited (IREN)](/topic/$iren) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Novo-Nordisk (NVO)](/topic/$nvo) ### Top Social Posts Top posts by engagements in the last [--] hours "Companies Reporting Before Open 06:30: Dollar Tree $DLTR 06:55: Macy's $M 07:05: Sprinklr $CXM 06:30: THOR Industries $THO" [X Link](https://x.com/obienu59136/status/1996152196115677563) 2025-12-03T09:39Z [----] followers, [---] engagements "🔥 Key Stocks by Vertical [----] Edition 🛡 Insurance (Tech-Driven) $ROOT Root Insurance $OSCR Oscar Health 💳 Fintech $NU Nubank $SOFI SoFi Technologies 🛒 E-Commerce $MELI MercadoLibre $AMZN Amazon $SE Sea Limited 🔐 Cybersecurity $CRWD CrowdStrike $PANW Palo Alto Networks $RBRK - Rubrik inc https://twitter.com/i/web/status/2001693280363262439 https://twitter.com/i/web/status/2001693280363262439" [X Link](https://x.com/obienu59136/status/2001693280363262439) 2025-12-18T16:37Z [----] followers, [---] engagements "💥 Top Data Center Deals (by $ value) $NBIS Nebius Vineland AI campus NJ Microsoft 300MW 5y $17.4B $GLXY Galaxy Digital Helios TX 572MW 15y $10.5B $CORZ Core Scientific CoreWeave HPC [--] sites 590MW 12y $10.2B $IREN IREN AI cloud US Microsoft 200MW 5y $9.7B $WULF TeraWulf Abernathy TX Fluidstack 168MW 25y $9.5B $HUT Hut [--] River Bend LA Fluidstack 245MW 15y $7.0B $CIFR Cipher Mining Black Pearl TX AWS 207MW 15y $5.5B $CIFR Cipher Mining Barber Lake TX Fluidstack 207MW 15y $3.8B $WULF TeraWulf Lake Mariner NY Fluidstack 200MW 10y $3.7B $WULF TeraWulf Lake Mariner NY Core42 60MW 10y $1.0B $WYFI" [X Link](https://x.com/obienu59136/status/2003022979194597499) 2025-12-22T08:41Z [----] followers, [---] engagements "Deutsche Bank Shipping Sector Highlights Favorite Tanker Plays: $INSW (International Seaways) $STNG (Scorpio Tankers) Preferred Dry Bulk Plays: $SBLK (Star Bulk Carriers) $GNK (Genco Shipping) Key Thesis: Geopolitical disruptions = bullish for tonne-mile demand. Longer less efficient trade routes more sailing distance higher vessel utilization Slower speeds or port delays reduce effective supply supports freight rates New normal of geopolitical disruption has historically supported both tanker and dry bulk sectors. Fleet growth offset: Even with expected net fleet growth this year and next" [X Link](https://x.com/obienu59136/status/2011422085155782715) 2026-01-14T12:56Z [----] followers, [--] engagements "🚀 AI Cloud & GPU Plays Bull vs Bear Mid-Jan [----] 🧵 AI compute demand is exploding ⚡ but execution risks are massive. Heres a scroll-stopping bull vs bear breakdown for Nebius CoreWeave Applied Digital & Iris Energy. 👇" [X Link](https://x.com/obienu59136/status/2011613132033257969) 2026-01-15T01:35Z [----] followers, [---] engagements "3/5 💡 $OSCR Oscar Health (Digital ACA/individual plans) 🐂 Bull: Rate hikes & cost controls path to [----] profitability Enrollment growth + AI efficiencies Hold/Strong Buy consensus PT $17 (+14% upside if margins improve) 🐻 Bear: High medical loss ratio (MLR) pressure; ACA/regulatory risks Still loss-making; sensitive to enrollment or cost misses 💡 Bottom: Turnaround bet cheap if [----] profit milestone hits https://twitter.com/i/web/status/2013602626126893457 https://twitter.com/i/web/status/2013602626126893457" [X Link](https://x.com/obienu59136/status/2013602626126893457) 2026-01-20T13:20Z [----] followers, [---] engagements "Berenberg Boosts ConvaTec Target from 330p to 340p" [X Link](https://x.com/obienu59136/status/2014580546488144020) 2026-01-23T06:06Z [----] followers, [--] engagements "Companies Reporting Before Open AM - 23.1.2026 09:00: Schlumberger $SLB 09:00: First Citizens Bancshares $FCNCA 09:00: Guotai Junan Securities $601211 09:00: Booz Allen Hamilton $BAH 09:00: Webster Financial $WBS Mid-Morning / Late AM 10:00: JSW Steel $JSTL 10:00: Vedanta $VEDL 10:30: Nidec $6594 11:00: Bharat Petroleum $BPCL 11:30: Shriram Finance $SHFL 11:30: Cipla $CIPLA 12:00: Indusind Bank $IIB 12:00: Zee Entertainment $Z PM Releases After Market: Townebank $TOWN https://twitter.com/i/web/status/2014600656896602224 https://twitter.com/i/web/status/2014600656896602224" [X Link](https://x.com/obienu59136/status/2014600656896602224) 2026-01-23T07:26Z [----] followers, [---] engagements "🧵 Hidden Gem Stocks to Watch 👀 These names may not be on every radar but they have growth potential + catalysts behind them: 🔥 $SOFI Fintech ecosystem growth (lending banking investing) 🔥 $NVTS Healthcare services expansion potential 🔥 $IREN Renewable energy & infrastructure momentum 🔥 $SHOP E-commerce platform growth comeback 🔥 $UBER Mobility & delivery scaling globally #Stocks #HiddenGems #Investin https://twitter.com/i/web/status/2015135409303670986 https://twitter.com/i/web/status/2015135409303670986" [X Link](https://x.com/obienu59136/status/2015135409303670986) 2026-01-24T18:51Z [----] followers, [---] engagements "🧵 Still Bullish on Healthcare Names Jan [----] Edition 🩺💰 1/5 Overview Staying bullish on $OSCR $ROOT $UNH $HIMS makes sense if you like healthcare growth + tech-enabled insurance + DTC health plays. Mix of innovators + blue-chip compounders. Heres where they stand 👇" [X Link](https://x.com/obienu59136/status/2015449195604267327) 2026-01-25T15:38Z [----] followers, [---] engagements "2/5 $OSCR (Oscar Health) Trading: $15.60$15.70 (52-week high $23.80) Tech-driven health insurer in ACA/individual market Volatile but strong growth potential Analyst upgrades & price-target boosts recently ➡ A classic disruptor in healthcare insurance" [X Link](https://x.com/obienu59136/status/2015449198229926242) 2026-01-25T15:38Z [----] followers, [--] engagements "Europe Equity Market Snapshot Jan [--] #FTSE100 [-----] 0.20% Grinding higher YoY +19.5% #DAX (DE40) [-----] 0.18% Holding gains Momentum steadY #CAC40 [----] 0.20% Flat trend Underperforming peers #FTSEMIB (IT40) [-----] 0.43% Strong structure YoY +24.4% #IBEX35 (ES35) [-----] 0.57% European leader YoY +47.0% 🚀 #MOEX [----] 0.50% Range-bound Lagging Europe #AEX (NL25) [---] 0.23% Monthly breakout YTD +4.9% #BIST100 [-----] 0.57% Parabolic trend YTD +16.0% #SMI (CH20) [-----] 0.13% Defensive Momentum fading #OMXS30 [----] 0.33% Nordic strength YTD +4.8% 📊 Theme: Southern Europe & Turkey leading; core Europe" [X Link](https://x.com/obienu59136/status/2015762710827245648) 2026-01-26T12:24Z [----] followers, [--] engagements "$IVZ - Invesco's Q4 Adjusted Earnings Q4 ADJ EPS $0.62 EST $0.58 UP FROM $0.52 Y/Y Q4 OPERATING REVENUE $1.69B EST $1.25B UP FROM $1.59B Y/Y SHARES UP MORE THAN 2.31% IN PREMARKET" [X Link](https://x.com/obienu59136/status/2016125687388586481) 2026-01-27T12:26Z [----] followers, [--] engagements "🚀 Anduril Davidson Tech & D-Wave $QBTS test quantum-classical missile defense. D-Waves hybrid solver was 10x faster & intercepted [----] more missiles in a 500-missile sim boosting threat mitigation 912% vs classical methods. $QBTS - D WAVE SHARES UP 4.67% PRE MARKET" [X Link](https://x.com/obienu59136/status/2016129468989862336) 2026-01-27T12:41Z [----] followers, [--] engagements "🚀 D-Wave Quantum $QBTS lands $20M FAU deal moves HQ to Florida scores missile-defense wins with Anduril/Davidson and rolls out new annealing featuresshowcasing tech progress commercial traction & dual-platform quantum strategy. $QBT - D WAVE SHARES UP 5.43% PRE MARKET" [X Link](https://x.com/obienu59136/status/2016130224786649443) 2026-01-27T12:44Z [----] followers, [--] engagements "💎 Crypto Market Snapshot Jan [--] [----] Bitcoin $BTC $87860 0.44% YTD +0.42% Minor pullback macro volatility persists Ether $ETH $2914.91 0.39% YTD -1.79% Consolidating near $2.9k 🟡 Binance Coin $BNB $880.7 0.02% YTD +1.82% Holding strong long-term momentum intact 🟢 Cardano $ADA $0.34926 0.75% YTD +4.95% Correcting after recent gains 🟣 Solana $SOL $123.73 0.34% YTD -0.58% Light pullback tech adoption watch 🌊 Ripple $XRP $1.88355 0.99% YTD +2.34% Steady amid broader market softness ⚫ Polkadot $DOT $1.85 1.52% YTD +3.25% Weak short-term action ❄ Avalanche $AVAX $11.67 0.43% YTD -5.12% Cooling" [X Link](https://x.com/obienu59136/status/2016134901905478030) 2026-01-27T13:03Z [----] followers, [--] engagements "🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings" [X Link](https://x.com/obienu59136/status/2016365103973564761) 2026-01-28T04:17Z [----] followers, [---] engagements "🧵 Deep Dive: Zeta Global (NYSE: ZETA) The AI Marketing Cloud Powerhouse 1/ 🚀 What is Zeta Global AI-driven marketing cloud that unifies identity intelligence & activation. Helps brands acquire grow retain customers across email social mobile web & more. #MarTech #AI" [X Link](https://x.com/obienu59136/status/2016371797885677581) 2026-01-28T04:44Z [----] followers, [--] engagements "2/ 💼 Business Model SaaS subscriptions (Zeta Marketing Platform) Usage-based fees for campaign activations Proprietary data services leveraging billions of consumer profiles Mix = recurring revenue + growth tied to marketing spend" [X Link](https://x.com/obienu59136/status/2016371800637075771) 2026-01-28T04:44Z [----] followers, [--] engagements "3/ Big Tech Earnings Today (Post-Close) MSFT AI/cloud growth & margin update META AI ad momentum revenue guidance TSLA EV & robotics pivot capex commentary IBM Visa ServiceNow Lam Research mixed tech/enterprise catalysts Tomorrow AAPL NVDA not this week" [X Link](https://x.com/obienu59136/status/2016389346555818464) 2026-01-28T05:54Z [----] followers, [--] engagements "🛡 Defense & Industrial $GD General Dynamics Defense contracts + stable cash flow $GEV GE Vernova Renewable energy & utilities $LHX L3Harris Defense tech & secure government contracts $MPWR Monolithic Power Power semis consistent revenue" [X Link](https://x.com/obienu59136/status/2016411358581973375) 2026-01-28T07:21Z [----] followers, [--] engagements "🔼 Evercore ISI raises PT on $FFIV to $320 from $280 📈 Analyst: Amit Daryanani The beat was big and it wasnt a fluke. 📊 Q1 Results crushed expectations Revenue $822M vs $758M est EPS $4.45 vs $3.66 est Systems (hardware) +37% Y/Y 🔥 Software -8% Services +4% 🤖 Enterprise AI inflection is real AI-related customer wins in Q1 matched all of FY25 AI revenue now low double-digit millions up from single digits Mix improving between AI runtime security + data delivery 🖥 Hardware cycle stronger than expected Legacy systems (VIPRION iSeries) reaching EOL AI readiness driving capacity expansion not" [X Link](https://x.com/obienu59136/status/2016446794834595946) 2026-01-28T09:42Z [----] followers, [--] engagements "☕ $SBUX Q126 Earnings Revenue: $9.9B (+6% YoY) ✅ Adj EPS: $0.56 (-19% YoY) 🔴 U.S. comps: +4% China comps: +7% ✅ FY Guide: EPS $2.15$2.40 comps +3% [------] new stores Segment Highlights: NA revenue: $7.28B (+3%) margin 11.9% (-480bps) Intl revenue: $2.64B (+10%) margin 13.7% (+100bps) Channel Dev: $522.7M (+20%) margin 41.3% (-640bps) 💬 Back to Starbucks strategy is working; clear path to sustainable earnings growth. #Starbucks #SBUX #Earnings #Retail https://twitter.com/i/web/status/2016494938217656335 https://twitter.com/i/web/status/2016494938217656335" [X Link](https://x.com/obienu59136/status/2016494938217656335) 2026-01-28T12:53Z [----] followers, [--] engagements "📊 Q4 Snapshot (Otis Worldwide) Adjusted EPS: $1.03 vs $1.04 est. tiny miss Reported EPS: $0.95 Revenue: $3.80B vs $3.88B est. clearer miss So Q4 was slightly soft especially on sales. 🔮 FY [----] Outlook (the more important part) Organic sales: Low- to mid-single-digit growth Adjusted EPS: Mid- to high-single-digit growth Net sales: $15.0B$15.3B Thats a steady not exciting outlook very on-brand for Otis. 🧠 How the market is likely to read this ❌ Near-term negative: Revenue miss EPS just under expectations ✅ Supportive longer-term: Margin/EPS growth outpacing sales Predictable cash flow +" [X Link](https://x.com/obienu59136/status/2016503683077312804) 2026-01-28T13:28Z [----] followers, [--] engagements "🚀 Why Zeta Global (ZETA) Could Be the Next Big AI Marketing Stock" [X Link](https://x.com/obienu59136/status/2016539074148835519) 2026-01-28T15:49Z [----] followers, [--] engagements "2/ 💼 Business Model SaaS subscriptions: Zeta Marketing Platform Usage-based fees for campaign activations Proprietary data services w/ billions of consumer profiles 💡 Mix = recurring revenue + growth tied to marketing spend" [X Link](https://x.com/obienu59136/status/2016539080369041418) 2026-01-28T15:49Z [----] followers, [--] engagements "V.F. Corp. $VFC Q326 Earnings Highlights 🧵 1/ 💰 Revenue: $2.88B vs est. $2.75B 🟢 2/ 📊 EPS: $0.58 vs est. $0.45 🟢 3/ 🏷 Notable: Completed sale of Dickies during the quarter 4/ 📈 FY Guide: Free cash flow vs LY Adjusted operating income vs LY Operating cash flow vs LY FYE26 leverage: 3.5x 5/ 🔮 Q4 Guide: Revenue: flat to +2% vs LY Adjusted operating income: $10M$30M 6/ 🏔 Segment Performance: The North Face: +8% vs LY; +5% C$ Vans: -8% vs LY; -10% C$ Timberland: +8% vs LY; +5% C$ Americas region: +2% vs LY; ex Dickies +6% C$ Global DTC: +4% vs LY; ex Dickies +3% C$ 7/ 💹 Financials: Gross" [X Link](https://x.com/obienu59136/status/2016544618947482022) 2026-01-28T16:11Z [----] followers, [--] engagements "Companies Reporting After Hours - 29.1.2026 16:05 Visa $V 16:05 Western Digital $WDC 16:05 Deckers Brands $DECK 16:05 KLA $KLAC 16:05 SAP $SAP 16:05 Stryker $SYK 16:05 ResMed $RMD 16:05 Hartford Financial $HIG 16:05 Hologic $HOLX 16:05 Robert Half $RHI 16:05 Weyerhaeuser $WY 16:15 Arthur J. Gallagher $AJG 16:05 SanDisk $SNDK 16:30 Apple $AAPL https://twitter.com/i/web/status/2016787081456988366 https://twitter.com/i/web/status/2016787081456988366" [X Link](https://x.com/obienu59136/status/2016787081456988366) 2026-01-29T08:14Z [----] followers, [---] engagements "🌐 Crypto Market Update Jan [--] [----] 🟡 Bitcoin (BTC): $88062 $1053 (1.2%) 🔵 Ethereum (ETH): $2950 $54 (1.8%) 🟣 Binance Coin (BNB): $904 $3 (+0.3%) 🟢 Cardano (ADA): $0.35 $0.008 (2.3%) 🔴 Solana (SOL): $123.31 $1.84 (1.5%) 💧 Ripple (XRP): $1.88 $0.03 (1.5%) 🟠 Polkadot (DOT): $1.80 $0.06 (3.5%) ❄ Avalanche (AVAX): $11.74 $0.32 (2.7%) 🟤 Polygon (MATIC): $0.12 (1.1%) ✨ Cosmos (ATOM): $2.18 $0.06 (2.7%) 📊 Trend: BTC & ETH slightly down altcoins mostly red 🛑 but BNB holding strong 💪. YTD crypto: mixed but stable. #Crypto #BTC #ETH #Altcoins #MarketUpdate" [X Link](https://x.com/obienu59136/status/2016795530035138604) 2026-01-29T08:48Z [----] followers, [--] engagements "💡 $MSFT Cloud Insight 🔹 Microsoft reveals 45% of its $625B commercial cloud backlog comes from OpenAI 🤯 🔹 Highlights deepening reliance on AI partnerships for growth 🤖☁ 🔹 Reinforces Microsoft as a core AI infrastructure player 🌐 #Microsoft #OpenAI #AI #Cloud #MSFT" [X Link](https://x.com/obienu59136/status/2016826369888371021) 2026-01-29T10:50Z [----] followers, [--] engagements "Lazard (NYSE: LAZ) Q4 & FY [----] Earnings Q4 [----] Net Revenue: $907M Adjusted Net Revenue: $892M Full-Year [----] Net Revenue: $3.10B Adjusted: $3.03B (+5% YoY) Financial Advisory: record adjusted revenue $1.8B Asset Management AUM: $254B (+12% YoY) Adjusted Net Income: $266M ($2.44/share +9% YoY) GAAP Net Income: $237M ($2.17/share) Shareholder Returns & Management Returned $393M to shareholders (dividends + buybacks) Tracy Farr appointed as CFO Revenue per Financial Advisory MD: $8.9M; [--] new MDs hired Takeaways: Strong growth in Financial Advisory and Asset Management Healthy shareholder" [X Link](https://x.com/obienu59136/status/2016841206198640813) 2026-01-29T11:49Z [----] followers, [--] engagements "🚛 $OSK Q4 [----] & [----] Outlook 📊 Q4 Results: Sales: $2.69B 3.5% YoY EPS: $2.10 Adjusted EPS: $2.26 Operating Income: $212M (7.9% of sales) Adjusted: $225.9M (8.4%) Vocational & Access segments drive growth 🔮 [----] Guidance: EPS: $10.90 Adjusted EPS: $11.50 💡 Takeaway: Strong execution across portfolio ramping up NGDV & U.S. fire truck production. Solid fundamentals and margin improvements signal a bullish operational outlook. https://twitter.com/i/web/status/2016854997049188476 https://twitter.com/i/web/status/2016854997049188476" [X Link](https://x.com/obienu59136/status/2016854997049188476) 2026-01-29T12:44Z [----] followers, [--] engagements "Marsh & McLennan (MRSH) Q4 CY2025 Highlights: Revenue: $6.60 billion vs analyst estimates of $6.55 billion (8.7% year-on-year growth 0.7% beat) Adjusted EPS: $2.12 vs analyst estimates of $1.97 (7.4% beat) Operating Margin: 18.5% in line with the same quarter last year Free Cash Flow Margin: 45.4% up from 31% in the same quarter last year Market Capitalization: $87.29 billion https://twitter.com/i/web/status/2016863899778195903 https://twitter.com/i/web/status/2016863899778195903" [X Link](https://x.com/obienu59136/status/2016863899778195903) 2026-01-29T13:19Z [----] followers, [--] engagements "📅 Thursday Earnings Watch Tech / Consumer Electronics 🍏 AAPL SMSN SAP STM NEC Casio Fuji Electric Finance / Payments 💳 V LPLA AMP CFR ABCB CACC GPI Energy / Materials 🛢 SCCO VLO CNX VEDL EMN MTX Healthcare / Pharma 💊 ROG TMO BDX SAN RMD HOLX [----] Consumer / Retail 🛍 DECK SBH Insurance / Financial Services 🏦 FHI PMT PFSI Other / Miscellaneous ⚡ KLAC OSIS https://twitter.com/i/web/status/2016868372336525816 https://twitter.com/i/web/status/2016868372336525816" [X Link](https://x.com/obienu59136/status/2016868372336525816) 2026-01-29T13:37Z [----] followers, [---] engagements "💾 SanDisk ($SNDK) Q2 Earnings Massive Beat Topline Revenue: $3.03B vs $2.64B est ✅ Profitability EPS: $5.15 Adj. EPS: $6.20 vs $3.33 est ✅ Adj. Net Income: $967M vs $498M est ✅ Adj. Operating Income: $1.13B vs $633M est ✅ Adj. Gross Margin: 51.1% 🔮 Q3 Outlook Revenue: $4.4B $4.8B Adj. EPS: $12 $14 📊 Takeaway: Explosive earnings beat driven by data-center demand and strong margin expansion. Forward guidance implies sharp sequential acceleration. https://twitter.com/i/web/status/2016983755999891679 https://twitter.com/i/web/status/2016983755999891679" [X Link](https://x.com/obienu59136/status/2016983755999891679) 2026-01-29T21:16Z [----] followers, [--] engagements "👟 Deckers Brands ($DECK) Q3 FY2026 Earnings Topline & Profitability Revenue: $1.96B (+7.1% YoY record) Diluted EPS: $3.33 (+11% YoY record) Operating Income: $614.4M (vs $567.3M YoY) Gross Margin: 59.8% (slight YoY compression) Brand Performance HOKA: $628.9M (+18.5% YoY) UGG: $1.31B (+4.9% YoY) Other Brands: $23.2M (-55.5% YoY) Channel Trends Wholesale: $864.6M (+6.0%) DTC: $1.09B (+8.1%) DTC Comp Sales: +7.3% Geographic Mix U.S.: $1.20B (+2.7%) International: $756.7M (+15.0%) 🔮 FY2026 Outlook (Raised) HOKA Revenue: Mid-teens % growth UGG Revenue: Mid-single-digit % growth Diluted EPS:" [X Link](https://x.com/obienu59136/status/2016989574602641491) 2026-01-29T21:39Z [----] followers, [--] engagements "🟣 adidas AG Earnings & Capital Action Snapshot 👟 Record Revenues (FY 2025) Revenue: 24.81bn (13% currency-neutral) Q4 Revenue: 6.08bn (11% currency-neutral) Growth driven by double-digit expansion across all markets & channels 📈 Profitability Strengthens Gross Margin: 51.6% (0.8pp YoY) Operating Profit: 2.06bn (700m YoY) Operating Margin: 8.3% (from 5.6% in 2024) Q4 Operating Profit: 164m (more than doubled YoY) 💶 Currency Headwinds Absorbed 1bn negative FX impact margins still expanded Higher tariffs offset by pricing mix and cost discipline 🔁 Share Buyback Announced Up to 1bn buyback" [X Link](https://x.com/obienu59136/status/2017147827567120424) 2026-01-30T08:08Z [----] followers, [--] engagements "🟣 adidas AG FY2025 Record Revenues & Share Buyback 👟 Record Revenues (FY 2025) Total revenue: 24.81bn 10% YoY (currency-neutral +13%) Q4 revenue: 6.08bn 1011% YoY Gross margin: 51.6% 0.8pp YoY Operating profit: 2.06bn 700m YoY Operating margin: 8.3% (from 5.6% in 2024) 🔁 Share Buyback Up to 1bn buyback planned for [----] Funded by strong cash flow Repurchased shares will be cancelled boosting EPS 📈 Market Takeaway Strong revenue growth margin expansion and a major share buyback signal management confidence and shareholder-friendly capital allocation." [X Link](https://x.com/obienu59136/status/2017150441079943419) 2026-01-30T08:18Z [----] followers, [--] engagements "🚀 AI & Energy Momentum Watch: AI Data Platforms $PLTR $SNOW $MDB $NOW" [X Link](https://x.com/obienu59136/status/2017157448226791443) 2026-01-30T08:46Z [----] followers, [---] engagements "Transportation & Logistics 🚚 $FDX $UPS $ZIM 💡 No tariffs = lower costs & improved profitability" [X Link](https://x.com/obienu59136/status/2017157685938938117) 2026-01-30T08:47Z [----] followers, [---] engagements "🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥 Servers OEMs (Computing) $DELL $SMCI $JBL 🔌 Power Systems (Infrastructure) $FLEX $ETN $VRT 🔋 Power Electronics (Chips & Modules) $STM $ADI $MPWR $NVTS $ON https://twitter.com/i/web/status/2017157931041435962 https://twitter.com/i/web/status/2017157931041435962" [X Link](https://x.com/obienu59136/status/2017157931041435962) 2026-01-30T08:48Z [----] followers, [---] engagements "🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings ✅ Diversification + defensive exposure" [X Link](https://x.com/obienu59136/status/2017158168279728459) 2026-01-30T08:49Z [----] followers, [---] engagements "🛡 Top [--] Cybersecurity Companies by Market Cap [--] Palo Alto Networks (PANW) $122.81B $176.20 USA [--] CrowdStrike (CRWD) $112.08B $444.62 USA [--] Cloudflare (NET) $63.18B $180.39 USA [--] Fortinet (FTNT) $62.45B $81.51 USA [--] Zscaler (ZS) $31.99B $200.63 USA [--] Leidos (LDOS) $24.01B $187.19 USA [--] CyberArk Software (CYBR) $21.66B $429.15 Israel [--] Check Point Software (CHKP) $19.13B $178.21 Israel [--] F5 (FFIV) $16.41B $282.53 USA 🔟 Okta (OKTA) $15.18B USA 💡 Notes: U.S. dominates the cybersecurity market. Israel contributes two major players with strong enterprise security focus. Market caps range from" [X Link](https://x.com/obienu59136/status/2017169827140346321) 2026-01-30T09:35Z [----] followers, [--] engagements "LyondellBasells Q4 [----] results: [--]. Adjusted EPS: Reported: $0.26 (loss per share) Estimate: $0.24 ⚠ Miss the company posted a loss vs a small expected profit [--]. Sales & Operating Revenue: Reported: $7.09B Estimate: $6.9B ✅ Beat revenue slightly higher than expected [--]. Adjusted EBITDA: Reported: $417M Estimate: $477.6M ⚠ Miss profitability below expectations Quick Takeaways: Revenue beat shows solid sales activity despite challenging margins. Loss and lower-than-expected EBITDA suggest margins and costs were pressure points likely from feedstock costs or market softness. Overall top-line" [X Link](https://x.com/obienu59136/status/2017203147416953130) 2026-01-30T11:48Z [----] followers, [----] engagements "🚗 Waymo Funding Alert 💰 Target Raise: $16B 🏷 Valuation: $110B 🏢 Alphabet Contribution: $13B 🤝 External Investors: Sequoia Capital DST Global Dragoneer 🔒 Status: Private discussions underway 📌 Comment: One of the largest funding rounds in autonomous vehicles strong vote of confidence for Waymo and Alphabets robotaxi ambitions. https://twitter.com/i/web/status/2017692778935775271 https://twitter.com/i/web/status/2017692778935775271" [X Link](https://x.com/obienu59136/status/2017692778935775271) 2026-01-31T20:13Z [----] followers, [--] engagements "⚡ Micron ($MU) Coverage Update Phillip Securities analyst Yik Ban Chong initiates Buy with $500 PT. Key points: High demand for high-bandwidth memory (HBM) products Micron poised to chip away at SK Hynixs market share as HBM4 ramps post-Q2 #Micron #Semiconductors #HBM #TechStocks https://twitter.com/i/web/status/2018240733690355780 https://twitter.com/i/web/status/2018240733690355780" [X Link](https://x.com/obienu59136/status/2018240733690355780) 2026-02-02T08:31Z [----] followers, [--] engagements "$MU - MICRON TECHNOLOGY SHARE PRICE DOWN 1.08% PRE MARKET" [X Link](https://x.com/obienu59136/status/2018240743651803400) 2026-02-02T08:31Z [----] followers, [---] engagements "Today's Key Events (All EST) 2.2.2026 09:45: US S&P Manufacturing PMI 10:00: US ISM Manufacturing PMI 12:30: Fed's Bostic 15:00: US Treasury QRA Estimates Companies Reporting Before Open 2.2.2026 06:00: Revvity $RVTY 06:30: IDEXX Laboratories $IDXX 06:40: Disney $DIS 06:45: Aptiv $APTV 07:15: Twist Bioscience $TWST 07:00: NAPCO Security Technologies $NSSC 07:00: Alliance Resource Partners $ARLP 07:30: Tyson Foods $TSN 08:00: Hess Midstream $HESM Comopanies After Hours 2.2.2026 16:00: Woodward $WWD 16:05: Palantir $PLTR 16:05: Simon Property Group $SPG 16:05: Rambus $RMBS 16:05: DaVita $DVA" [X Link](https://x.com/obienu59136/status/2018244839540678736) 2026-02-02T08:47Z [----] followers, [--] engagements "📊 Revvity ($RVTY) Q4 & Full-Year [----] Results Q4 [----] Revenue: $772M (+6% YoY; +4% organic) GAAP EPS: $0.87 from $0.78 Adjusted EPS: $1.70 from $1.42 GAAP Op. Margin: 14.5% Adjusted Op. Margin: 29.7% FY [----] Revenue: $2.856B from $2.755B GAAP EPS: $2.07 from $2.20 Adjusted EPS: $5.06 from $4.90 GAAP Op. Margin: 12.5% Adjusted Op. Margin: 27.1% ✅ CEO Prahlad Singh: Portfolio transformation positions us well to capitalize on improving end market conditions and deliver differentiated results. #Revvity #RVTY #Earnings #Biotech #TechStocks https://twitter.com/i/web/status/2018282520819671158" [X Link](https://x.com/obienu59136/status/2018282520819671158) 2026-02-02T11:17Z [----] followers, [--] engagements "⚡ Aptiv ($APTV) Q4 & FY2025 Earnings 📅 Fourth Quarter 2025: Revenue: $5.2B (+5% YoY; +3% ex-currency & commodities) GAAP Net Income: $138M EPS: $0.64 GAAP / $1.86 adjusted Adjusted Operating Income: $607M; Adjusted EBITDA: $798M Cash from Operations: $818M 📅 Full Year 2025: Revenue: $20.4B (+3% YoY; +2% ex-currency & commodities) GAAP Net Income: $165M (includes $648M non-cash goodwill impairment) EPS: $0.75 GAAP / $7.82 adjusted Adjusted Operating Income: $2.461B; Adjusted EBITDA: $3.228B Cash from Operations: $2.185B 🧠 Takeaway: Aptiv delivered record annual revenue and adjusted earnings" [X Link](https://x.com/obienu59136/status/2018292943619076273) 2026-02-02T11:58Z [----] followers, [--] engagements "$APTV - APTIV SHARES UP 0.01% PRE MARKET" [X Link](https://x.com/obienu59136/status/2018292951655309577) 2026-02-02T11:58Z [----] followers, [--] engagements "🤖 AI IS REBUILDING THE INTERNET 🧠 MEMORY the new foundation $MU $SNDK Inference never pauses. Memory is becoming core infrastructure. 📡 DATA always on $PL Persistent AI requires continuous real-world data streams. ⚙ COMPUTE & INFERENCE demand engines $AMZN $TSLA Inference is everywhere: cloud edge cars robots. 🔌 CONNECTIVITY the bottleneck $AVGO $MRVL If data cant move fast AI stalls. 🛰 SPACE the transport layer $RKLB $ASTS Orbital logistics and global cellular extend AI reach. ⚡ POWER the silent constraint $VRT $ETN AI only scales if power cooling and electrical infrastructure scale. 🧠" [X Link](https://x.com/obienu59136/status/2018392317208780842) 2026-02-02T18:33Z [----] followers, [---] engagements "$FN Q2 FY [----] RESULTS Headline take: Fabrinet delivered record revenue and earnings beat guidance and issued strong Q3 outlook. 🔑 Q2 FY [----] HIGHLIGHTS 🔹 Revenue: $1.133B (record) 🔹 Y/Y growth: +35.9% 🔹 GAAP EPS: $3.11 (vs $2.38) 🔹 Non-GAAP EPS: $3.36 📈 Q3 FY [----] GUIDANCE 🔹 Revenue: $1.15$1.20B 🔹 GAAP EPS: $3.22$3.37 🔹 Diluted shares: 36.3M 🎯 BOTTOM LINE 🔹 Broad-based program strength 🔹 Record operating leverage 🔹 Momentum carrying into Q3 https://twitter.com/i/web/status/2018438936066957368 https://twitter.com/i/web/status/2018438936066957368" [X Link](https://x.com/obienu59136/status/2018438936066957368) 2026-02-02T21:38Z [----] followers, [--] engagements "$DOC Q4 [----] RESULTS & STRATEGIC UPDATE Headline take: Healthpeak Properties reported steady Q4 results while outlining major strategic moves to unlock value and recycle capital.🔑 STRATEGIC UPDATE 🔹 Announced planned IPO of Janus Living a senior housing REIT to unlock portfolio value 🔹 Targeting $1B of asset sales / recapitalizations in [----] 🔹 Recycling capital into higher-growth outpatient medical and life science assets 🔹 Investing in technology and automation to improve operations 🔹 Sees life science fundamentals near an inflection point with recovery gradual📊 Q4 [----] HIGHLIGHTS 🔹" [X Link](https://x.com/obienu59136/status/2018440241766629422) 2026-02-02T21:43Z [----] followers, [--] engagements "$NJR Q1 FY [----] RESULTS & GUIDANCE UPDATE Headline take: New Jersey Resources reported Q1 results and raised full-year earnings guidance. 🔑 Q1 FY [----] HIGHLIGHTS 🔹 Net income: $122.5M ($1.22/share) 🔹 Net financial earnings (NFE): $118.2M ($1.17/share) 🔹 Y/Y decline driven by a prior-year solar asset sale partially offset by stronger utility and energy services results 📈 FY [----] GUIDANCE (RAISED) 🔹 NFEPS: $3.28$3.43 (from $3.03$3.18) 🔹 Increase driven by strong Energy Services performance 🔹 Long-term growth target: 79% annually 🎯 BOTTOM LINE 🔹 Core utility and energy services" [X Link](https://x.com/obienu59136/status/2018440725755568298) 2026-02-02T21:45Z [----] followers, [--] engagements "$LEXSTEEL Q2 RESULTS Headline take: Lexsteel reported solid Q2 results while actively managing tariff-related pressure. 🔑 Q2 HIGHLIGHTS 🔹 Sales: $118.2M 🔹 Net income: $6.64M 🔹 EPS: $1.18 🔹 Gross margin: 22.7% ⚠ OUTLOOK 🔹 Tariffs creating near-term pressure 🔹 Company managing pricing costs and supply chains to offset impact https://twitter.com/i/web/status/2018443683675165043 https://twitter.com/i/web/status/2018443683675165043" [X Link](https://x.com/obienu59136/status/2018443683675165043) 2026-02-02T21:57Z [----] followers, [--] engagements "💥 BIG EARNINGS WEEK FEB [--] [----] 📅 TUESDAY 🔹 $AMD ⚡ Q4 (PM) reports today 🔹 $MRK 💊 Q4 (AM) 🔹 $PEP 🥤 Q4 (AM) 🔹 $PFE 💊 Q4 (AM) 🔹 $NTDOY 🎮 Q3 🔹 $PYPL 💳 Q4 (AM) 🔹 $CMG 🌯 Q4 (PM) 🔹 $EA 🎮 Q3 (PM) 🧠 FOCUS TODAY 🔹 Advanced Micro Devices ($AMD) in the spotlight 🔹 AI data center and GPU commentary will be key market drivers Bottom line: Heavy-hitter earnings with AI consumer and healthcare all in play expect volatility and big moves. https://twitter.com/i/web/status/2018601257657565284 https://twitter.com/i/web/status/2018601257657565284" [X Link](https://x.com/obienu59136/status/2018601257657565284) 2026-02-03T08:23Z [----] followers, [---] engagements "⚡ WHY $AMD COULD SURPRISE THE MARKET Advanced Micro Devices is coming into earnings with a bullish setup: 🔹 AI momentum: Strong demand for MI300 accelerators in data centers 🔹 Data center growth: Share gains vs competitors as customers diversify AI spend 🔹 Client rebound: PC market stabilizing helping CPUs 🔹 Guidance leverage: Any upside to AI or data center outlook could move the stock fast 🔹 Trend support: Shares in an uptrend heading into earnings momentum traders watching closely Bottom line: Expectations are high but AI commentary + forward guidance are the real catalysts. A modest" [X Link](https://x.com/obienu59136/status/2018601259540811985) 2026-02-03T08:23Z [----] followers, [--] engagements "BRITISH PRECIOUS METALS MINERS JUMP IN EARLY TRADE UK-listed precious metals miners are higher in early trading: 🔹 Antofagasta +4.8% 🔹 Fresnillo +4.6% 🔹 Hochschild Mining +3.7% Bottom line: Strength in gold and silver prices is lifting UK mining stocks in early trade" [X Link](https://x.com/obienu59136/status/2018603344588329396) 2026-02-03T08:31Z [----] followers, [---] engagements "Today's Key Events 3.2.2026 08:00: Feds Barkin 09:40: Feds Bowman 13:00: US 30-Year TIPS Auction Companies Reporting Before Open - 3.2.2026 06:00: PayPal $PYPL 06:00: PepsiCo $PEP 06:00: Gartner $IT 06:00: ADM 06:00: $BALL 06:00: EPD 06:00: Willis Towers Watson $WTW 06:05: Atkore $ATKR 06:30: Merck & Co $MRK 06:30: Eaton $ETN 06:30: MPLX 06:30: MPC 06:30: GPK 06:45: Pfizer $PFE 06:45: Capri Holdings $CPRI 06:50: PJT Partners 06:50: Pentair $PNR 06:55: AMETEK $AME 06:55: Rithm Capital $RITM 07:00: fuboTV $FUBO 07:30: Hubbell $HUBB 07:40: $ATI 07:45: Galaxy Digital $GLXY Companies Reporting" [X Link](https://x.com/obienu59136/status/2018618796257255771) 2026-02-03T09:33Z [----] followers, [---] engagements "⛽ Marathon Petroleum FY2025 Earnings cash gusher refining fires Q4 2025: Net income: $1.5B ($5.12/sh) 🔥 Adj. net income: $1.2B ($4.07/sh) Refining utilization: 9495% Margin capture: 105% (excellent execution) FY2025 highlights: Net income: $4.0B ($13.22/sh) Adj. EBITDA: $11.96B Operating cash flow: $8.3B Capital returns: $4.5B in [----] 💸 [----] capital outlook: MPC standalone capex: $1.5B MPLX capex: $2.7B Focus: Permian Gulf Coast pipelines processing & export-linked growth (20262029) ⚠ Watch-outs: Renewable Diesel: FY adj. EBITDA - $110M (structural pressure) Corporate costs: Q4 up to $236M" [X Link](https://x.com/obienu59136/status/2018651874639896733) 2026-02-03T11:44Z [----] followers, [--] engagements "ATI (NYSE: ATI) Cash engine + margin story intact Q4 & FY2025 snapshot Q4 sales: $1.18B Q4 net income: $96.6M ($0.69/sh) Q4 adj. EBITDA: $231.9M (19.7% margin) FY2025 sales: $4.59B (highest since 2012) FY2025 net income: $404.3M ($2.85/sh) FY2025 operating cash flow: $614M (+50%+ YoY) FY2025 adj. EBITDA: $859.3M (+18% YoY) $ATI- ATI SHARES UP 4.28% PRE MARKET https://twitter.com/i/web/status/2018671308347707461 https://twitter.com/i/web/status/2018671308347707461" [X Link](https://x.com/obienu59136/status/2018671308347707461) 2026-02-03T13:01Z [----] followers, [--] engagements "🚨🔼 JPMorgan upgrades SoFi entry point achieved SoFi Technologies ($SOFI) was upgraded to Overweight from Neutral at JPMorgan by analyst Reginald Smith with the price target left unchanged at $31. 🧠 JPMs rationale Post-earnings selloff = opportunity Shares are down 10% since the Q4 call despite record results. FY26 guidance impressed EBITDA outlook beat expectations reinforcing operating leverage. Business momentum called undeniable Record member growth Record deposit inflows Improving funding mix + scale benefits JPMorgan says this is the entry point they were waiting for. 📌 Market read" [X Link](https://x.com/obienu59136/status/2018674687547441251) 2026-02-03T13:15Z [----] followers, [--] engagements "INTEL $INTC CEO: U.S. IS NOW BEHIND CHINA ON OPEN SOURCE AI" [X Link](https://x.com/obienu59136/status/2018760449181843527) 2026-02-03T18:56Z [----] followers, [--] engagements "🚨 $INTC CEO: We have a couple of customers knocking on the door now that Intel 18A process technology is doing well. 💡 Why it matters: Signals early external demand for Intel Foundry Validates progress on 18A a critical next-gen node Strengthens Intels bid to compete with TSMC & Samsung Supports the strategy behind U.S.-based advanced manufacturing 📌 Bottom Line: If 18A converts interest into contracts Intels foundry turnaround narrative gains real traction. #INTC #Intel #Semiconductors #Foundry #18A #TechStocks https://twitter.com/i/web/status/2018761005216444673" [X Link](https://x.com/obienu59136/status/2018761005216444673) 2026-02-03T18:58Z [----] followers, [---] engagements "🚨 Michael Saylors Strategy Is Now Down $800M on Its Bitcoin Holdings 📉 The recent crypto selloff has pushed Strategy (formerly MicroStrategy) deep into unrealized losses on its BTC position. 💡 Context: Strategy is the largest corporate holder of Bitcoin Losses are unrealized unless BTC is sold High leverage amplifies both upside and downside 📌 Why it matters: Tests the durability of the Bitcoin-treasury strategy Adds pressure amid volatile crypto markets Reinforces how sensitive corporate BTC bets are to drawdowns 👤 Led by Michael Saylor 📍 Bottom Line: This is the dark side of" [X Link](https://x.com/obienu59136/status/2018761635351912696) 2026-02-03T19:00Z [----] followers, [--] engagements "LUMEN TECCHNOLGIES Q4 [----] Revenue: $3.041B (down YoY) Adjusted EBITDA: $767M vs $1.052B last year Free Cash Flow: $765M (Q4 burn even excluding special items) Net income flipped from +$85M $2M EPS looks better only when excluding special items headline results are flat to negative. Full Year [----] Revenue: $12.402B (down YoY) Adjusted EBITDA: $3.360B vs $3.939B in [----] Free Cash Flow: $1.041B down from $1.386B Reported net loss: $1.739B (large impairment / special items impact) This confirms: the legacy decline is still overpowering growth for now." [X Link](https://x.com/obienu59136/status/2018794674794663952) 2026-02-03T21:12Z [----] followers, [--] engagements "$CMG Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.00B (Est. $2.96B) 🟢; +4.90% YoY 🔹 EPS: $0.25 (Est. $0.24) 🟢; +4.20% YoY FY26 Guide: 🔹 Comp restaurant sales: about flat (Est. +2%) 🔴 🔹 New restaurant openings: [---] to [---] 🔹 Company-owned restaurants with a Chipotlane: 80% 🔹 Underlying effective tax rate: 24% to 26% (before discrete items) Other Metrics: 🔹 Comparable restaurant sales: -2.50% 🔹 Transactions: -3.20% 🔹 Digital sales mix: 37.20% of total f&b revenue 🔹 Restaurant level operating margin: 23.40% 🔹 Operating margin: 14.10% 🔹 Q4 openings: [---] company-owned (97 with Chipotlane)" [X Link](https://x.com/obienu59136/status/2018796247977513238) 2026-02-03T21:18Z [----] followers, [---] engagements "$LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢" [X Link](https://x.com/obienu59136/status/2018796398993625293) 2026-02-03T21:19Z [----] followers, [---] engagements "Mercury Systems Q2 FY26 EARNINGS HIGHLIGHTS 🔹 Revenue: $233M 🔹 Bookings: $288M (+18.6% YoY) 🔹 Book-to-bill: [----] 🟢 🔹 Adj. EBITDA: $30M (+36% YoY) 🔹 Adj. EBITDA margin: 12.9% 🔹 Adj. EPS: $0.16 (vs. $0.07 YoY) 🔹 Operating cash flow: $52M 🔹 Free cash flow: $46M Backlog 🔹 Total backlog: $1.5B 🔹 Next [--] months: $807M Bottom line: Bookings strength + margin expansion + solid cash flow. Defense demand remains healthy execution improving sentiment steady https://twitter.com/i/web/status/2018798451493163249 https://twitter.com/i/web/status/2018798451493163249" [X Link](https://x.com/obienu59136/status/2018798451493163249) 2026-02-03T21:27Z [----] followers, [--] engagements "Mondelez International Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.50B (Est. $10.31B) 🟢 🔹 Adj. EPS: $0.72 (Est. $0.70) 🟢 FY26 GUIDANCE 🔹 Adj. EPS growth (CC): 0% to +5% 🔹 Organic net revenue growth: 0% to +2% (Est. +2.77%) 🔴 🔹 Free cash flow: $3.0B Bottom line: Beat the quarter but FY26 growth outlook is conservative cash flow solid top-line momentum muted. https://twitter.com/i/web/status/2018798930163605665 https://twitter.com/i/web/status/2018798930163605665" [X Link](https://x.com/obienu59136/status/2018798930163605665) 2026-02-03T21:29Z [----] followers, [--] engagements "Electronic Arts Q3 FY26 EARNINGS HIGHLIGHTS 🔹 Net bookings: $3.046B (+38% YoY) 🟢 🔹 Revenue: $1.901B 🔹 Operating cash flow: $1.826B 🔹 TTM operating cash flow: $2.522B Franchise Performance 🔹 Battlefield 6: Best-selling shooter of 2025; record engagement 🟢 🔹 EA SPORTS FC: Net bookings +high single digits YoY (ex-timing) 🔹 Apex Legends: Net bookings +double digits YoY Bottom line: Blockbuster Battlefield launch + strong live-service franchises drove record bookings and massive cash flow. Execution strong sentiment steady https://twitter.com/i/web/status/2018799320162836849" [X Link](https://x.com/obienu59136/status/2018799320162836849) 2026-02-03T21:30Z [----] followers, [--] engagements "$VRNS Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $173.4M (Est. $168.5M) 🟢 🔹 EPS: $0.08 (Est. $0.03) 🟢 Q1 Guide 🔹 EPS: -$0.06 to -$0.05 (Est. $0.05) 🔴 🔹 Revenue: $164M$166M (Est. $164M) 🟢 FY26 Guide: 🔹 EPS: $0.06$0.10 (Est. $0.34) 🔴 🔹 Revenue: $722M$730M (Est. $718M) 🟢" [X Link](https://x.com/obienu59136/status/2018800251898143069) 2026-02-03T21:34Z [----] followers, [---] engagements "Amcor Reports Solid Second Quarter Results and Reaffirms Fiscal [----] Guidance Net sales $5449 million up 68% driven by the Berry acquisition GAAP Net income $177 million including acquisition related costs and GAAP diluted EPS of $0.38 Acquisition synergies of $55 million at upper end of expectations and targets reaffirmed Adjusted EBITDA $826 million up 83% and adjusted EBIT $603 million up 66% Adjusted EBITDA margin of 15.2% up from 14% and adjusted EBIT margin of 11.1% flat Adjusted EPS of $0.86 up 7% Free Cash Flow $289 million including Berry transaction restructuring and integration" [X Link](https://x.com/obienu59136/status/2018806110464172421) 2026-02-03T21:57Z [----] followers, [--] engagements "Match Group (MTCH) Q4 CY2025 Highlights: Revenue: $878 million vs analyst estimates of $871.6 million (2.1% year-on-year growth 0.7% beat) EPS (GAAP): $0.83 vs analyst estimates of $0.71 (17.3% beat) Adjusted EBITDA: $370 million vs analyst estimates of $352.1 million (42.1% margin 5.1% beat) Revenue Guidance for Q1 CY2026 is $855 million at the midpoint roughly in line with what analysts were expecting EBITDA guidance for Q1 CY2026 is $317.5 million at the midpoint above analyst estimates of $299.4 million Operating Margin: 32.4% up from 26% in the same quarter last year Free Cash Flow" [X Link](https://x.com/obienu59136/status/2018807498304585938) 2026-02-03T22:03Z [----] followers, [--] engagements "$SMCI Super Micro Computers Q2 [----] Earnings Adjusted EPS 69c est. 49c Adjusted gross margin 6.4% est. 6.52% Sees 3Q net sales at least $12.3b est. $10.25b Net sales $12.68b est. $10.43b Sees FY net sales at least $40.0b saw at least $36b" [X Link](https://x.com/obienu59136/status/2018808543751913517) 2026-02-03T22:07Z [----] followers, [---] engagements "BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high volatility" [X Link](https://x.com/obienu59136/status/2018948068159135910) 2026-02-04T07:21Z [----] followers, [--] engagements "Snapshot of Asia Markets JP225 (Nikkei) [-----] 0.46% Shanghai [----] 0.86% CSI [---] [----] 0.83% Shanghai [--] [----] 1.14% CH50 (Hang Seng China) [-----] 1.13% Sensex [-----] 0.06% DSE Broad [----] 0.36% JCI [----] 0.12% TASI [-----] 0.04% TSI [-----] 0.24% 🔥 What stands out: Japan pauses today but trend remains dominant (+40% YoY) China equities broadly green state support + valuation catch-up vibes Hang Seng China stabilizing after recent monthly weakness India consolidating near highs momentum cooling short-term Indonesia still under pressure monthly/YTD despite solid YoY Saudi market quietly strong YTD but" [X Link](https://x.com/obienu59136/status/2018950653779816782) 2026-02-04T07:32Z [----] followers, [--] engagements "NOVO NORDISK CEO: SALES OF WEEGOVY PILL REACHED APPROXIMATELY [-----] IN THE WEEK ENDING JANUARY [--] OF WHICH AROUND [-----] WAS VIA SELF-PAY" [X Link](https://x.com/obienu59136/status/2018950805391306821) 2026-02-04T07:32Z [----] followers, [--] engagements "📅 Wednesday 🔥 Earnings Watch Alphabet ($GOOG) 🤖 Q4 PM Eli Lilly ($LLY) 💊 Q4 AM AbbVie ($ABBV) 💊 Q4 AM **Qualcomm 📱 Q1 PM Uber ($UBER) 🚗 Q4 AM Vertex Pharmaceuticals ($VRTX) 💊 Q4 PM Snap ($SNAP) 📱 Q4 PM 🔥 Market focus today: GOOG = AI monetization ads cloud margins (the main event ) LLY / ABBV / VRTX = healthcare heavyweight read-through QCOM = handset demand + AI chips narrative UBER = profitability + guidance credibility SNAP = volatility grenade after the bell 💣 https://twitter.com/i/web/status/2018952305412915566 https://twitter.com/i/web/status/2018952305412915566" [X Link](https://x.com/obienu59136/status/2018952305412915566) 2026-02-04T07:38Z [----] followers, [--] engagements "🧪 GSK forecasts slower sales growth in [----] 👤 New CEO Miels takes the helm 📉 Outlook weighs on sentiment despite solid near-term execution 🔥 What stands out: Guidance reset leadership change market hates uncertainty Signals post-2025 growth digestion after recent product momentum Puts pressure on pipeline delivery under new CEO Defensive name but multiple expansion likely capped short-term https://twitter.com/i/web/status/2018954930908786764 https://twitter.com/i/web/status/2018954930908786764" [X Link](https://x.com/obienu59136/status/2018954930908786764) 2026-02-04T07:49Z [----] followers, [--] engagements "💊 Novo Nordisk at [-----] (-18%) is a sentiment crash not a fundamentals collapse. Whats actually causing this rot [--] things hit at once (worst combo): [----] guidance shock The market was priced for perpetual GLP-1 dominance. Low single-digit growth nukes that narrative instantly. Obesity trade crowded forced unwind Funds were overweight. When guidance disappointed sell first ask later. Lilly shadow Any hint of slower growth = fear of pricing pressure + share defense even if data still favors Novo in parts. This is multiple compression not earnings collapse. When does this stop" [X Link](https://x.com/obienu59136/status/2018961620601294873) 2026-02-04T08:15Z [----] followers, [--] engagements "Companies Reporting After Hours - 4.2.2026 16:00: Alphabet $GOOGL 16:00: $PTC 16:00: Qualcomm $QCOM 16:00: FormFactor $FORM 16:05: $ARM 16:05: Crown Holdings $CCK 16:05: Fluence Energy $FLNC 16:05: Lantronix $LTRX 16:05: Tenable $TENB 16:05: e.l.f. Beauty $ELF 16:05: Coherent $COHR 16:05: $AMSC 16:10: Chubb $CB 16:10: Clorox $CLX 16:10: McKesson $MCK 16:10: $SNAP 16:15: Modine Manufacturing $MOD 16:15: Crown Castle International $CCI 16:15: EnerSys $ENS 16:15: MetLife $MET 16:20: O'Reilly Automotive $ORLY 16:35: WEX $WEX 17:45: NOV $NOV 18:00: Allstate $ALL" [X Link](https://x.com/obienu59136/status/2018973106321117257) 2026-02-04T09:01Z [----] followers, [---] engagements "⚡ Enphase Energy ($ENPH) Q425 Earnings Highlights - RECAP 🔹 Revenue: $343.3M vs $340.5M est. 🟢 🔹 Non-GAAP EPS: $0.71 vs $0.68 est. 🟢 🔹 Non-GAAP Gross Margin: 46.1% (very strong) 🔹 IQ Battery Shipments: [-----] MWh 🔹 Microinverter Shipments: 1.55M units 🔥 What stands out: Margins remain elite despite tough solar demand backdrop Storage attach rates improving batteries doing heavy lifting Operational execution clearly stabilizing after prior downturn If you want I can add: 📈 Why the market might still fade this (and why that could be wrong) ⚖ ENPH vs SEDG setup 🎯 Post-earnings trade" [X Link](https://x.com/obienu59136/status/2018974072344842322) 2026-02-04T09:05Z [----] followers, [--] engagements "Cathie Wood's ARK Investment bought 90K shares of Robinhood $HOOD yesterday" [X Link](https://x.com/obienu59136/status/2018984552287633561) 2026-02-04T09:46Z [----] followers, [--] engagements "$COR Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $85.90B (Est. $86.02B) 🔴 🔹 EPS: $4.08 (Est. $4.04) 🟢 FY26 Guide: 🔹 EPS: $17.45$17.75 (Est. $17.59) 🟡" [X Link](https://x.com/obienu59136/status/2019012397307158788) 2026-02-04T11:37Z [----] followers, [--] engagements "YUM BRANDS Q4 ADJ EPS $1.73 VS ESTIMATE $1.77 Q4 REV $2.51 BLN VS ESTIMATE $2.45 BLN Q4 WORLDWIDE SAME-STORE SALES UP 3% VS IBES ESTIMATE 2.74% Q4 KFC DIVISION SAME-STORE SALES UP 3% Q4 TACO BELL DIVISION SAME-STORE SALES UP 7%" [X Link](https://x.com/obienu59136/status/2019019460804595851) 2026-02-04T12:05Z [----] followers, [--] engagements "$ABBV () Q4 2025: Headline: Solid beat overall with one tiny blemish. Adj EPS: $2.71 vs $2.65 est. ✅ Clean earnings beat margin control and mix still doing work. Revenue: $16.62B vs $16.42B est. ✅ Top line came in stronger than expected which is what the market really wants post-Humira. Rinvoq: $2.37B vs $2.38B est. ⚠ Basically in line but technically a $10M miss. This is the only number bears can nitpick. How this usually plays: Bulls focus on EPS + total revenue beats reinforces confidence in the immunology transition. Bears point to Rinvoq being a hair light expectations are getting tight." [X Link](https://x.com/obienu59136/status/2019032700087132404) 2026-02-04T12:58Z [----] followers, [--] engagements "Crypto-linked stocks sold off after Bitcoin fell 2.7% dragging down the broader crypto equity complex. Biggest decliners among U.S.-listed names: Coinbase 5.9% Riot Platforms 9.2% Bitfarms 9.1% Hut [--] Mining 13% MARA Holdings 6.8% Crypto ETFs also dropped: ProShares Bitcoin Strategy ETF 3.5% iShares Bitcoin Trust 3.4% Takeaway: This was a classic high-beta reactioncrypto equities and ETFs amplified Bitcoins move as traders reduced risk especially in miners which tend to act like leveraged plays on BTC price action. https://twitter.com/i/web/status/2019065864792809975" [X Link](https://x.com/obienu59136/status/2019065864792809975) 2026-02-04T15:09Z [----] followers, [--] engagements "$QCOM Qualcomm Q1 [----] Earnings Adjusted EPS $3.50 est. $3.41 Revenue $12.25B est. $12.21B Near-term handsets outlook impacted by industry-wide memory supply constraints Remains on track to achieve fiscal [----] revenue goals Sees Q2 revenue $10.2B to $11.0B est. $11.12B Sees Q2 adjusted EPS $2.45 to $2.65 est. $2.89 https://twitter.com/i/web/status/2019154523613458663 https://twitter.com/i/web/status/2019154523613458663" [X Link](https://x.com/obienu59136/status/2019154523613458663) 2026-02-04T21:02Z [----] followers, [---] engagements "$GOOGL Alphabet Q4 [----] Earnings Snapshot Alphabet delivered a mixed but mostly strong quarter with revenue beats offset by margin and capex surprises. Top-line beats Revenue: $113.83B vs $111.4B est. Revenue ex-TAC: $97.23B vs $95.17B Google Services: $95.86B vs $94.9B Advertising: $82.28B vs $80.89B Search & Other: $63.07B vs $61.37B YouTube Ads: $11.38B vs $11.78B (miss) Google Cloud: $17.66B vs $16.2B (clear beat) Pressure points Operating income: $35.93B vs $36.95B est. (slight miss) Capex: $91.45B vs $28.17B est. (massive overshoot) Market read Core ads and Search remain very strong" [X Link](https://x.com/obienu59136/status/2019155667723182092) 2026-02-04T21:06Z [----] followers, [---] engagements "Fluence Energy $FLNC Q1 FY2026 Earnings Summary Fluence Energy posted explosive top-line growth in Q1 FY26 but profitability remains the key investor concern. Q1 FY2026 Results (ended Dec [--] 2025) Revenue: $475.2M (+154.4% YoY) GAAP gross margin: 4.9% Adjusted gross margin: 5.6% Net loss: $62.6M Adjusted EBITDA: $(52.1)M Order intake: $750M Backlog: $5.5B (record) FY2026 Guidance (Reaffirmed) Revenue: $3.2B$3.6B (midpoint $3.4B) Adjusted EBITDA: $40M$60M (midpoint $50M) ARR target: $180M Liquidity: $1.1B total Includes $378.3M in revolver capacity Positives Triple-digit revenue growth" [X Link](https://x.com/obienu59136/status/2019157966952284301) 2026-02-04T21:15Z [----] followers, [---] engagements "Crown Holdings $CCK Q4 & FY2025 Summary Crown Holdings posted a strong [----] marked by double-digit EPS growth record free cash flow and meaningful balance-sheet improvement while guiding to a more normalized cash profile in [----]. Key Results (FY2025) Adjusted diluted EPS: $7.79 (+22% YoY) Reported diluted EPS: $6.38 Net sales: $12.37B Adjusted free cash flow: $1.146B (record) Capital returns: $625M to shareholders Net leverage: 2.5x (lowest in over [--] years) [----] Guidance Adjusted diluted EPS: $7.90$8.30 Adjusted free cash flow: $900M Capital spending: $550M Positives Strong earnings momentum" [X Link](https://x.com/obienu59136/status/2019158350504640904) 2026-02-04T21:17Z [----] followers, [--] engagements "e.l.f. Beauty $ELF Q3 FY2026 Earnings Summary (Raises Outlook) e.l.f. Beauty delivered another blowout quarter extending its streak of category-leading growth and prompting a raised FY2026 outlook. Q3 FY2026 Highlights (Three Months Ended Dec [--] 2025) Net sales: $489.5M (+38% YoY) Growth across U.S. and international both retail and e-commerce Market share: +130 bps for e.l.f. Cosmetics brand Gross margin: 71% (down [--] bps YoY) Tariff pressure partially offset by pricing and mix GAAP net income: $39.4M Adjusted net income: $74.5M GAAP EPS: $0.65 Adjusted EPS: $1.24 Adjusted EBITDA: $123.0M" [X Link](https://x.com/obienu59136/status/2019159567293088110) 2026-02-04T21:22Z [----] followers, [--] engagements "$COHR Q2 FY2026 Earnings Summary Coherent delivered a clean beat-and-raise quarter driven by datacenter/communications strength and improving industrial demand. Q2 FY2026 Highlights Revenue: $1.69B vs $1.64B est. 🟢 (+17% YoY) Adj. EPS: $1.29 vs $1.21 est. 🟢 (+35% YoY) Adj. Gross Margin: 39.0% (+77 bps YoY) Adj. Operating Income: $336M (+26.8% YoY) Adj. Operating Margin: 19.9% (+147 bps YoY) Adj. Net Earnings: $248M (+34.3% YoY) Pro forma revenue growth: +22% YoY excluding the sold Aerospace & Defense business. Q3 FY2026 Guidance Revenue: $1.70B$1.84B (vs $1.71B est.) 🟡 Adj. EPS: $1.28$1.48" [X Link](https://x.com/obienu59136/status/2019160352911745124) 2026-02-04T21:25Z [----] followers, [---] engagements "AMSC $AMSC Q3 FY2025 Earnings Summary American Superconductor reported a solid operating quarter with strong revenue growth healthy margins and expanding backlog though GAAP results were skewed by a one-time tax benefit. Q3 FY2025 Highlights (Ended Dec [--] 2025) Revenue: $74.5M (+21% YoY) Gross margin: 30% Cash & restricted cash: $147.1M 12-month backlog: $250M One-Time Item $113.1M discrete tax benefit from release of a valuation allowance Inflated GAAP net income and is non-recurring Strategic Updates Acquisition closed: Comtrafo (Dec [--] 2025) Partial-quarter contribution in Q3 Strengthens" [X Link](https://x.com/obienu59136/status/2019169816322441606) 2026-02-04T22:02Z [----] followers, [---] engagements "$BOOT Boot Barn Q3 Earnings Summary Boot Barn posted a modest beat on both earnings and revenue while issuing largely in-line FY2026 guidance. Q3 Highlights EPS: $2.79 vs $2.71 est. 🟢 Revenue: $705.6M vs $704.4M est. 🟢 FY2026 Guidance EPS: $7.25$7.35 (vs $7.31 est.) 🟡 Revenue: $2.24B$2.25B (vs $2.24B est.) 🟡 Takeaway Boot Barn continues to execute steadily despite a choppy consumer backdrop. The quarter showed solid demand and margin discipline while the outlook suggests management confidence without overpromising. With guidance essentially in line the stock reaction likely hinges on" [X Link](https://x.com/obienu59136/status/2019169925873479949) 2026-02-04T22:03Z [----] followers, [--] engagements "$KMPR Kemper Q4 Earnings Summary Kemper delivered a big earnings beat despite a top-line miss highlighting strong underwriting and cost control. Q4 Highlights EPS: $1.78 vs $0.90 est. 🟢 Revenue: $1.13B vs $1.19B est. 🔴 Takeaway The quarter underscores Kempers operational leverage: profitability improved materially even with softer revenue. Investors will focus on loss ratios pricing discipline and reserve development to assess whether this earnings strength is sustainable going forward. https://twitter.com/i/web/status/2019170537545912492 https://twitter.com/i/web/status/2019170537545912492" [X Link](https://x.com/obienu59136/status/2019170537545912492) 2026-02-04T22:05Z [----] followers, [--] engagements "$WOLF Wolfspeed Q2 Earnings Summary Wolfspeed reported a severely disappointing quarter with large misses across earnings revenue and forward guidance. Q2 Highlights EPS: $6.11 vs $0.63 est. 🔴 Revenue: $168.5M vs $199.4M est. 🔴 Q3 Guidance Revenue: $140M$160M vs $162.8M est. 🔴 Takeaway This was a breakdown quarter not just a soft patch. The magnitude of the EPS miss points to serious operational and cost issues while the revenue shortfall and weak Q3 outlook suggest demand visibility is deteriorating particularly in EV and industrial end markets. Until Wolfspeed shows: stabilized" [X Link](https://x.com/obienu59136/status/2019171377937351058) 2026-02-04T22:09Z [----] followers, [---] engagements "$DGII Digi International Q1 Earnings Summary Digi International reported a solid Q1 beating expectations on both earnings and revenue. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway The beat reflects steady demand for IoT connectivity and networking solutions with operating discipline allowing incremental revenue upside to flow through to earnings. Digis results support the view of the company as a consistent execution-driven compounder rather than a high-volatility growth story. https://twitter.com/i/web/status/2019171577997455823" [X Link](https://x.com/obienu59136/status/2019171577997455823) 2026-02-04T22:09Z [----] followers, [--] engagements "$DGII Digi International Q1 Earnings Summary Digi International delivered a clean beat on both the top and bottom line reflecting steady execution. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway Results point to resilient demand across Digis IoT and connectivity portfolio with operating discipline allowing modest revenue upside to translate into earnings. This keeps Digi in the camp of reliable mid-growth tech names with improving profitability. https://twitter.com/i/web/status/2019171750236549389 https://twitter.com/i/web/status/2019171750236549389" [X Link](https://x.com/obienu59136/status/2019171750236549389) 2026-02-04T22:10Z [----] followers, [--] engagements "$SYM Symbotic Q1 Earnings Summary Symbotic posted a mixed quarter with a revenue beat and strong forward guidance but a notable EPS miss. Q1 Highlights EPS: $0.02 vs $0.08 est. 🔴 Revenue: $630M vs $622.6M est. 🟢 Q2 Guidance Revenue: $650M$670M vs $638M est. 🟢 Takeaway The EPS miss suggests near-term margin pressure or investment spending but the revenue beat and upbeat Q2 outlook reinforce strong demand for Symbotics automation platforms. Investors will likely weigh growth visibility vs. profitability timing with the backlog and customer concentration remaining key factors." [X Link](https://x.com/obienu59136/status/2019172033565753465) 2026-02-04T22:11Z [----] followers, [---] engagements "$OHI Omega Healthcare Investors Q4 Earnings Summary Omega Healthcare Investors delivered a strong Q4 beat topping expectations on both earnings and revenue and issued solid FY2026 guidance. Q4 Highlights EPS: $0.55 vs $0.49 est. 🟢 Revenue: $319.22M vs $262.2M est. 🟢 FY2026 Guidance Adjusted FFO: $3.15$3.25 Takeaway The quarter reflects improving rent collections and portfolio stability with revenue strength suggesting better operator health across skilled nursing facilities. FY26 guidance points to steady cash flow visibility supporting Omegas appeal as an income-focused REIT with a high" [X Link](https://x.com/obienu59136/status/2019173069462679825) 2026-02-04T22:15Z [----] followers, [--] engagements "$PAHC Phibro Animal Health Q2 Earnings Summary Phibro Animal Health delivered a strong Q2 beat driven by better-than-expected profitability and solid revenue execution while FY2026 guidance came in mixed. Q2 Highlights EPS: $0.87 vs $0.68 est. 🟢 Revenue: $373.9M vs $355.2M est. 🟢 FY2026 Guidance EPS: $2.93$3.10 (vs $3.02 est.) 🟡 Revenue: $1.45B$1.50B (vs $1.51B est.) 🔴 Takeaway Phibros quarter showed meaningful margin strength with earnings comfortably ahead of expectations. However the slightly softer revenue outlook suggests a more cautious demand or pricing environment into FY26." [X Link](https://x.com/obienu59136/status/2019173356168171546) 2026-02-04T22:16Z [----] followers, [--] engagements "$ARM Arm Holdings Q3 Earnings Summary Arm Holdings reported strong revenue growth driven by AI data-center demand even as reported profit declined year over year. Q3 Highlights Revenue: $1.24B (+26% YoY) vs $1.23B est. 🟢 Adjusted EPS: $0.43 vs $0.41 est. 🟢 GAAP profit: $223M ($0.21/sh) down from $252M ($0.24/sh) YoY 🔴 Segment Performance Royalty revenue: $737M (+27% YoY) Higher royalty rates per chip Increased AI data-center usage License & other revenue: $505M (+25% YoY) Timing of large license deals + backlog contributions CEO Rene Haas: Demand for AI computing on our platform continues" [X Link](https://x.com/obienu59136/status/2019173536917778458) 2026-02-04T22:17Z [----] followers, [---] engagements "This is Sundar Pichai laying out how Alphabet plans to turn frontier AI into a creator-led growth engine with YouTube at the center. What hes signaling 1) Genie = world models not just tools Pichai isnt pitching Genie as a gimmick. Hes framing it as a leap in world modelingAI that understands and generates coherent interactive environments. Thats foundational tech with applications far beyond video. 2) Googles edge is multimodality + realism He repeatedly emphasizes representing the real worldtext video audio music motionworking together. This is Googles long-standing strength now" [X Link](https://x.com/obienu59136/status/2019173785547513975) 2026-02-04T22:18Z [----] followers, [--] engagements "Thats a huge efficiency flex from Sundar Pichai and one the market shouldnt gloss over. What this actually means Gemini serving unit costs down 78% in [----] This refers to the cost to run inference (serving models to users) not just training Thats one of the hardest costs to bend in AI Why it matters for Alphabet Margins: A 78% cost reduction dramatically improves the economics of AI features across Search YouTube Workspace and Cloud. Scalability: Lower unit costs mean Google can roll out AI everywhere without exploding opex. Pricing power: Google can underprice competitors or keep pricing" [X Link](https://x.com/obienu59136/status/2019174748689764603) 2026-02-04T22:22Z [----] followers, [--] engagements "$CIEN Ciena to Join the S&P [---] Ciena is set to be added to the S&P [---] a meaningful milestone for the company and its shareholders. Why this matters Forced buying: Passive index funds and ETFs tracking the S&P [---] will need to purchase CIEN shares often supporting near-term demand. Validation of scale & durability: Inclusion signals Ciena has reached the size liquidity and financial profile required of large-cap leaders. Higher visibility: Broader institutional ownership and analyst attention tend to follow. Bigger picture Cienas inclusion comes as optical networking demand accelerates" [X Link](https://x.com/obienu59136/status/2019184768772952263) 2026-02-04T23:02Z [----] followers, [--] engagements "🟡 Crypto Market Snapshot 🟠 Bitcoin $72902 3.60% 🔷 Ethereum $2140 3.97% 🟡 Binance Coin (BNB) $697 7.58% 🔵 Cardano (ADA) $0.286 1.64% 🟣 Solana (SOL) $92.05 5.63% 🟢 Ripple (XRP) $1.50 4.61% 🔴 Polkadot (DOT) $1.46 2.32% 🟠 Avalanche (AVAX) $9.70 2.02% 🟣 Polygon (MATIC) $0.11 0.83% ⚛ Cosmos (ATOM) $1.99 1.75% 🔥 What stands out: Broad-based selloff across majors no real safe haven today Bitcoin & Ethereum both down 4% on the day extending deep weekly/monthly drawdowns High-beta names (SOL BNB) seeing sharper pressure Weekly losses of 2030%+ across many alts signal continued risk-off /" [X Link](https://x.com/obienu59136/status/2019201745746882823) 2026-02-05T00:09Z [----] followers, [---] engagements "Advisers to SpaceX have reached out to major index providers including Nasdaq per the Wall Street Journal. The discussions are about how SpaceX could qualify for major indexes sooner than normal. Why this is unusual SpaceX is still private and S&P [---] inclusion normally requires: U.S. listing (public shares) GAAP profitability Public float and liquidity requirements So this does not mean immediate inclusion under current rules. What it could imply One (or more) of the following may be in play: A near-term IPO or direct listing A structural workaround (spin tracking stock or partial public" [X Link](https://x.com/obienu59136/status/2019202158500147448) 2026-02-05T00:11Z [----] followers, [--] engagements "⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high" [X Link](https://x.com/obienu59136/status/2019211682195931189) 2026-02-05T00:49Z [----] followers, [---] engagements "BT Group Q3 FY2026 Earnings Snapshot BT Group delivered a mostly in-line quarter and reiterated confidence in a long-term cash flow inflection as its fiber build matures. Q3 FY2026 Highlights Openreach adj. revenue: 1.54B (in line with estimates) Group adj. revenue: 4.98B vs 5.07B est. 🔴 Adj. EBITDA: 2.1B vs 2.09B est. 🟢 Strategic / Financial Outlook Cash flow inflection expected: Management reiterated plans for 3.0B in annual cash flow by the end of the decade Openreach remains the core value driver supported by: expanding fiber footprint rising wholesale penetration improving operating" [X Link](https://x.com/obienu59136/status/2019314342697590897) 2026-02-05T07:37Z [----] followers, [--] engagements "Michael Saylor: $3.6B Tom Lee: $7.4B What this actually tells you This isnt retail panic its large conviction-level exposure taking real mark-to-market pain. Both are structural bulls not short-term traders so these losses reflect BTCs drawdown not leverage blowups. It highlights how volatile narrative leadership in crypto can be: even the loudest most influential bulls bleed during regime shifts. Bigger takeaway When figures like Saylor and Lee are down billions it usually means: the market is in deleveraging / reset mode sentiment is compressing fast price action is doing the work sentiment" [X Link](https://x.com/obienu59136/status/2019316030703628291) 2026-02-05T07:43Z [----] followers, [--] engagements "⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high" [X Link](https://x.com/obienu59136/status/2019318324379730333) 2026-02-05T07:53Z [----] followers, [--] engagements "📅 Thursday Earnings to Watch Pre-Market (AM) Philip Morris International ($PM) 🚬 Q4 Linde ($LIN) 🏭 Q4 ConocoPhillips ($COP) 🛢 Q4 KKR ($KKR) 💼 Q4 Roblox ($RBLX) 🎮 Q4 Post-Market (PM) Amazon ($AMZN) 📦 Q4 (major mover) Shell ($Shell) 🛢 Q4 Fortinet ($FTNT) 🖥 Q4 🔥 Why it matters AMZN sets the tone for consumer + cloud (AWS) LIN / COP / Shell give read-throughs on industrial demand & energy KKR signals private market + credit conditions RBLX gauges engagement + monetization FTNT tests enterprise cybersecurity spending https://twitter.com/i/web/status/2019318909808075118" [X Link](https://x.com/obienu59136/status/2019318909808075118) 2026-02-05T07:55Z [----] followers, [--] engagements "🟡 Asia Market Snapshot Japan (Nikkei 225) [-----] 0.35% Still strong structurally: +7.5% YTD +38.6% YoY China Shanghai Composite [----] 0.62% CSI [---] [----] 0.59% Shanghai [--] [----] 0.33% CH50 [-----] 0.08% ➡ Broad near-term softness but positive YoY gains remain intact India (Sensex) [-----] 0.60% Flat-to-down trend near term; still +6.8% YoY Bangladesh (DSE Broad) [----] 0.23% Strong momentum: +8.5% YTD Indonesia (JCI) [----] 0.08% Monthly pressure (8.9%) despite +18% YoY Saudi Arabia (TASI) [-----] 1.04% Pullback after strong gains; YoY still negative Taiwan (TSI) [-----] 1.42% Volatile but powerful trend:" [X Link](https://x.com/obienu59136/status/2019320620392075527) 2026-02-05T08:02Z [----] followers, [--] engagements "🟡 Crypto Market Snapshot 🟠 Bitcoin $70501 3.42% 🔷 Ethereum $2084.92 2.73% 🟡 Binance Coin (BNB) $691.50 0.82% 🔵 Cardano (ADA) $0.279 2.56% 🟣 Solana (SOL) $90.25 1.76% 🟢 Ripple (XRP) $1.43 5.27% 🔴 Polkadot (DOT) $1.43 2.16% 🟠 Avalanche (AVAX) $9.50 2.27% 🟣 Polygon (MATIC) $0.11 3.13% ⚛ Cosmos (ATOM) $2.01 0.86% 🔥 What stands out: Broad selloff continues: majors still down 1525% weekly Bitcoin slipping below $71K now 19% YTD and 27% YoY Altcoins under heavier pressure with many 35% monthly BNB holding up relatively better vs peers on a YoY basis Capitulation vibes building but no" [X Link](https://x.com/obienu59136/status/2019320737480225149) 2026-02-05T08:02Z [----] followers, [--] engagements "🟡 Europe Markets Snapshot UK (FTSE 100) [-----] 0.85% 📈 +4.7% YTD +20.6% YoY Germany (DAX) [-----] 0.24% 📈 +0.8% YTD +12.7% YoY France (CAC 40) [----] 0.38% 📈 +1.4% YTD Italy (FTSE MIB) [-----] 0.01% 📈 +3.8% YTD +25.7% YoY Spain (IBEX 35) [-----] 0.93% 🔥 +43.5% YoY (still a leader) Netherlands (AEX) [---] 0.23% 📈 +4.3% YTD Switzerland (SMI) [-----] 0.17% 🛡 Defensive grind higher Turkey (BIST 100) [-----] 0.20% 🚀 +23.3% YTD +42.9% YoY Russia (MOEX) [----] 0.82% 📉 0.5% YTD 6.0% YoY 🔥 What stands out UK Italy & Spain leading Europe Turkey remains a momentum monster Core Europe steady not explosive" [X Link](https://x.com/obienu59136/status/2019321782776275296) 2026-02-05T08:06Z [----] followers, [--] engagements "🚀 Watchlist / Buy Alert: ✅ $NVO still a buy ✅ $UNH still a buy ✅ $TTD buy at current levels ✅ $ADBE buy at current levels $SOFI great company waiting 📉 $AMD love it adding on deeper pullback #Stocks #Investing #MarketWatch" [X Link](https://x.com/obienu59136/status/2019322523746210131) 2026-02-05T08:09Z [----] followers, [---] engagements "🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥 Servers OEMs (Computing) $DELL $SMCI $JBL 🔌 Power Systems (Infrastructure) $FLEX $ETN $VRT 🔋 Power Electronics (Chips & Modules) $STM $ADI $MPWR $NVTS $ON https://twitter.com/i/web/status/2019322763228377337 https://twitter.com/i/web/status/2019322763228377337" [X Link](https://x.com/obienu59136/status/2019322763228377337) 2026-02-05T08:10Z [----] followers, [---] engagements "Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN" [X Link](https://x.com/obienu59136/status/2019323117106249966) 2026-02-05T08:12Z [----] followers, [---] engagements "Robotics / Power $IREN $TSLA $OKLO $GEV" [X Link](https://x.com/obienu59136/status/2019323270672298374) 2026-02-05T08:12Z [----] followers, [---] engagements "Cybersecurity $PANW $CRWD $ZS" [X Link](https://x.com/obienu59136/status/2019323336107651463) 2026-02-05T08:12Z [----] followers, [---] engagements "💊 Healthcare / Pharma / Biotech $HIMS $OSCR $NVO $UNH Key Points: Strong cash flows & fundamentals Moves independently of tech/consumer cycles ✅ Defensive undervalued plays" [X Link](https://x.com/obienu59136/status/2019323575854067905) 2026-02-05T08:13Z [----] followers, [---] engagements "🛍 Consumer & Retail $LULU $NKE $GRAB Key Points: Brands with pricing power & loyal followings Often counter-cyclical to the S&P [---] ✅ Resilient consumer discretionary exposure" [X Link](https://x.com/obienu59136/status/2019323641415258383) 2026-02-05T08:14Z [----] followers, [---] engagements "⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS" [X Link](https://x.com/obienu59136/status/2019323812299567169) 2026-02-05T08:14Z [----] followers, [--] engagements "🚀 AI & Energy Momentum Watch: AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM" [X Link](https://x.com/obienu59136/status/2019323923008229870) 2026-02-05T08:15Z [----] followers, [--] engagements "🚨 Stifel Downgrades Microsoft $MSFT Stifel downgraded Microsoft to Hold from Buy slashing its price target to $392 from $540. Why Stifel turned cautious Azure supply constraints: Well-documented capacity issues limit the chance of near-term Azure acceleration. Competitive pressure: Strong momentum from Googles GCP + Gemini and growing traction at Anthropic raise the bar for cloud/AI share gains. Timing headwinds: FY26 benefited from multiple product cycles; FY27 likely sees less in-period revenue recognition. The numbers Stifels FY27 EPS: $18.70 Thats meaningfully below consensus per the" [X Link](https://x.com/obienu59136/status/2019324468015829130) 2026-02-05T08:17Z [----] followers, [--] engagements "My green ASML Mr. Consistent" [X Link](https://x.com/obienu59136/status/2019324784858001523) 2026-02-05T08:18Z [----] followers, [--] engagements "🚨🔼 Seaport Research Upgrades FuboTV ($FUBO) Seaport Research upgraded FuboTV to Buy from Neutral setting a $3 price target. Whats behind the call This was the first quarter post-merger of Disneys Hulu Live with FuboTV. Shares sold off sharply after the print but Seaport sees the pullback as an attractive entry amid uncertainty. The firm believes the market reaction overstates near-term risks relative to@TipRanks https://twitter.com/i/web/status/2019325198546202817 https://twitter.com/i/web/status/2019325198546202817" [X Link](https://x.com/obienu59136/status/2019325198546202817) 2026-02-05T08:20Z [----] followers, [--] engagements "🤖 AI IS REBUILDING THE INTERNET 🧠 MEMORY the new foundation $MU $SNDK Inference never pauses. Memory is becoming core infrastructure. 📡 DATA always on $PL Persistent AI requires continuous real-world data streams. ⚙ COMPUTE & INFERENCE demand engines $AMZN $TSLA Inference is everywhere: cloud edge cars robots. 🔌 CONNECTIVITY the bottleneck $AVGO $MRVL If data cant move fast AI stalls. 🛰 SPACE the transport layer $RKLB $ASTS Orbital logistics and global cellular extend AI reach. ⚡ POWER the silent constraint $VRT $ETN AI only scales if power cooling and electrical infrastructure scale. 🧠" [X Link](https://x.com/obienu59136/status/2019342721161335231) 2026-02-05T09:29Z [----] followers, [---] engagements "Companies Reporting After Hours - 5.2.2026 16:00: Amazon $AMZN 16:00: Doximity $DOCS 16:00: Arrow Electronics $ARW 16:00: Monolithic Power Systems $MPWR 16:00: BILL $BILL 16:00: Open Text $OTEX 16:00: VeriSign $VRSN 16:05: Amtech Systems $ASYS 16:05: Fortinet $FTNT 16:05: Reddit $RDDT 16:05: Synaptics $SYNA 16:05: ViaSat $VSAT 16:15: Impinj $PI 16:30: Coty $COTY 16:20: Affirm $AFRM After Close: Roblox $RBLX After Close: Warner Music Group $WMG 20:30: Envista Holdings $NVST https://twitter.com/i/web/status/2019349810055102675 https://twitter.com/i/web/status/2019349810055102675" [X Link](https://x.com/obienu59136/status/2019349810055102675) 2026-02-05T09:58Z [----] followers, [---] engagements "Linde plc $LIN released its full-year and Q4 [----] earnings today (February [--] 2026) showing solid performance with growth in key metrics despite some headline GAAP declines. Full-Year [----] Highlights - Sales: $34.0 billion +3% YoY (underlying +2%) - Adjusted operating profit: $10.1 billion +4% YoY - Adjusted operating margin: 29.8% (+30 bps YoY) - Adjusted EPS: $16.46 +6% YoY - Operating cash flow: $10.4 billion +10% YoY - Project backlog: $10.0 billion - Shareholder returns: $7.4 billion via dividends & buybacks - CEO Sanjiv Lamba highlighted resilient results with operating profit cash flow" [X Link](https://x.com/obienu59136/status/2019369469059997792) 2026-02-05T11:16Z [----] followers, [--] engagements "The Cigna Group $CI just dropped its Q4 and full-year [----] earnings report (February [--] 2026) delivering strong top-line growth solid adjusted profits shareholder-friendly moves like a dividend hike and buybacks but with some headwinds from the prior HCSC divestiture impacting customer counts and certain segments. Full-Year [----] Key Highlights - Total revenues: $274.9 billion +11% YoY - Adjusted income from operations: $8.0 billion ($29.84 per share) - Shareholders' net income: $6.0 billion ($22.18 per share) big jump from [----] (which had a large one-time loss) - Share repurchases: 11.9" [X Link](https://x.com/obienu59136/status/2019370709516972099) 2026-02-05T11:21Z [----] followers, [--] engagements "🟡 $TRI Thomson Reuters Q4 & FY25 Snapshot 📊 FY25 Revenue $7.48B +3% reported Organic growth +7% Adj. EBITDA $2.94B +6% EBITDA margin 39.2% (+100bps) Free cash flow $1.95B ✅ 📊 Q4 Revenue $2.01B +5% Adj. EBITDA $777M +8% 💰 Shareholder return Dividend +10% $2.62/share 🔮 [----] Outlook Organic revenue growth 7.5%8.0% Margin expansion +100bps ⚠ Watch items FY diluted EPS 32% YoY Q4 operating profit 25% YoY Print revenues 6% Higher amortization & interest costs 🔥 Takeaway Strong organic growth margin expansion and cash flow but EPS optics pressured by non-core headwinds. The story remains" [X Link](https://x.com/obienu59136/status/2019378261810094404) 2026-02-05T11:51Z [----] followers, [---] engagements "🟡 $HSY Hershey Q4 & FY25 Snapshot 🍫 📊 Q4 [----] Net sales $3.09B +7.0% Salty Snacks NA +28% 🚀 Reported net income 60% YoY Gross margin 37.0% (1700bps) 📊 FY [----] Net sales $11.69B +4.4% Reported EPS 60% YoY 🔮 [----] Outlook Net sales growth +4%5% Adj. EPS $8.20$8.52 (+30%35% YoY) Reported EPS $7.77$8.19 Acquisitions add 150bps to sales 🔥 What stands out Snacks diversification working (Salty Snacks strong) [----] margins crushed by costs [----] set up as a margin recovery year ⚠ Watch Near-term profitability still pressured Cost discipline & integration execution matter" [X Link](https://x.com/obienu59136/status/2019378886270722232) 2026-02-05T11:53Z [----] followers, [--] engagements "🟡 $XPO XPO Logistics Q4 [----] Snapshot 🚚 📊 Q4 Results Revenue $2.01B +4.7% YoY Net income $59M 22% YoY GAAP EPS $0.50 21% YoY Adj. EPS $0.88 (flat YoY) Adj. EBITDA $312M +3% YoY 📦 North American LTL (bright spot) Revenue $1.17B Adj. operating income +13.8% YoY Operating ratio 84.4% (+180bps improvement) 🔥 🌍 Europe Revenue $846M +10.6% YoY Adj. EBITDA $32M 💰 Cash Operating cash flow $226M Cash on hand $310M ⚠ Headwinds Corporate operating loss +47% YoY Lower real estate gains ($21M) Higher restructuring costs (+$23M) 🔥 Takeaway Core LTL execution remains strong with margin expansion but" [X Link](https://x.com/obienu59136/status/2019380772470214784) 2026-02-05T12:01Z [----] followers, [---] engagements "🟢 $TPR Tapestry Q2 FY26 Earnings (OUTLOOK RAISED) 👜 📊 Q2 Highlights Revenue $2.5B +14% YoY (record) Pro forma growth +18% Coach brand +25% 🚀 GAAP operating margin +620bps Non-GAAP margin +390bps GAAP EPS $2.68 +94% YoY Adj. EPS $2.69 +34% YoY 💰 Capital return On track to return $1.5B to shareholders in FY26 Strong cash flow + balance sheet strength 🔮 FY26 Outlook (Raised) Revenue Operating margin EPS Free cash flow 🔥 What stands out Coach is the growth engine Massive margin expansion via gross margin + SG&A leverage One of the cleanest beats & raises this earnings season 📌" [X Link](https://x.com/obienu59136/status/2019381737919262785) 2026-02-05T12:04Z [----] followers, [--] engagements "🟡 $KKR Q4 Earnings Snapshot 💼 📊 Q4 Results EPS $1.12 vs $1.11 est. 🟢 (+0.9% beat) Revenue $406M YoY 📈 Earnings consistency Beat EPS estimates in [--] straight quarters Last quarters EPS beat led to +1.7% next-day move 🗂 Recent Performance Q325: EPS $1.41 vs $1.24 Q225: EPS $1.18 vs $1.10 Q125: EPS $1.15 vs $1.15 Q424: EPS $1.32 vs $1.27 📊 Revenue track record Revenue has consistently topped estimates despite YoY volatility tied to realizations and timing 🔥 Takeaway KKR continues to execute reliably on earnings even with lumpy revenue. The market will focus on fee-related earnings" [X Link](https://x.com/obienu59136/status/2019382433703985298) 2026-02-05T12:07Z [----] followers, [---] engagements "BITCOIN FALLS BELOW $70000 FOR FIRST TIME SINCE NOV. [--] [----] 🟡 Crypto Market Snapshot (Pressure Building) 🟠 Bitcoin $69637 4.60% 🔷 Ethereum $2060 3.89% 🟡 BNB $680 2.43% 🔵 Cardano $0.270 5.59% 🟣 Solana $89.44 2.64% 🟢 XRP $1.36 9.77% 🔴 Polkadot $1.38 5.05% 🟠 Avalanche $9.21 5.26% 🟣 Polygon $0.11 2.39% ⚛ Cosmos $1.96 1.38% 🔥 What stands out BTC sliding toward $69K now 20% YTD / 27% YoY Altcoins bleeding harder (XRP 10% ADA/DOT/AVAX 5%+) Weekly losses 1726% across majors Monthly drawdowns 3540%+ classic deleveraging No clear bid yet volatility still elevated ⚠ Vibe check: This looks" [X Link](https://x.com/obienu59136/status/2019386458616840639) 2026-02-05T12:23Z [----] followers, [--] engagements "🟡 $COP ConocoPhillips Q4 & FY25 + [----] Outlook 🛢 📊 Q4 [----] EPS $1.17 Adj. EPS $1.02 🔮 [----] Guidance CapEx: $12B Adj. operating costs: $10.2B 💰 Dividend Q126 dividend: $0.84/share 🔥 Takeaway ConocoPhillips is leaning into capital discipline and shareholder returns. The print was straightforward with the focus squarely on cost control steady investment and dividends rather than aggressive growth. Want this tightened to a one-liner tape read or paired with a sector comparison (XOM / CVX) https://twitter.com/i/web/status/2019390325324755352" [X Link](https://x.com/obienu59136/status/2019390325324755352) 2026-02-05T12:39Z [----] followers, [--] engagements "🟢 $ROK Rockwell Automation Q1 FY26 Earnings (Strong Start ⚙) 📊 Q1 FY26 Highlights Sales $2.11B +12% YoY Organic sales +10% Diluted EPS $2.69 +67% YoY Adj. EPS $2.75 +49% YoY 🟢 ARR +7% YoY 📈 Margins Pre-tax margin 16.2% (vs 11.3% LY) Segment op margin 20.7% (vs 17.1%) Segment operating earnings +36% YoY 🔮 FY26 Guidance (Reaffirmed / Updated) Reported sales growth 3%7% Organic sales growth 2%6% Diluted EPS $10.75$11.55 Adj. EPS $11.40$12.20 EPS raised due to updated tax rate 💰 Cash Flow Operating CF $234M Free CF $170M Lower YoY due to incentive comp payout & working capital timing 🔥" [X Link](https://x.com/obienu59136/status/2019392467758428607) 2026-02-05T12:47Z [----] followers, [--] engagements "$GOOGL - GOOGLE FALL OVER 4% PRE-MARKET TO $317.35" [X Link](https://x.com/obienu59136/status/2019393206467858601) 2026-02-05T12:50Z [----] followers, [--] engagements "🟢 $CMI Cummins Q4 & FY25 Earnings + [----] Outlook ⚙ 📊 Q4 [----] Revenue $8.5B GAAP net income $593M (6.9% margin) EPS $4.27 EBITDA margin 13.5% ⚠ Q4 included $218M charges ($1.54/sh) tied to the Electrolyzer business (Accelera) $175M non-cash 📊 FY [----] Revenue $33.7B GAAP net income $2.8B (8.4% margin) EPS $20.50 EBITDA margin 16.0% ⚠ FY charges totaled $458M ($3.28/sh) related to Electrolyzers $415M non-cash 🔮 FY [----] Outlook Revenue growth +3% to +8% EBITDA margin 17%18% 🔥 Takeaway Cummins delivered strong core operating results while taking decisive mostly non-cash charges to reset its" [X Link](https://x.com/obienu59136/status/2019395854101090429) 2026-02-05T13:01Z [----] followers, [--] engagements "🟢 $ICE Intercontinental Exchange FY25 Results 🧊 🏆 20th consecutive year of record revenues 📊 FY [----] Highlights Net revenue: $9.9B (+7% YoY) GAAP EPS: $5.77 (+21% YoY) Adj. EPS: $6.95 (+14% YoY) Operating income: $4.9B (+14% YoY) Adj. operating income: $6.0B (+10% YoY) 📈 Margins Operating margin 50% Adj. operating margin 60% 🔥 💰 Cash Flow Operating CF $4.7B (record) Adj. free CF $4.2B (+16% YoY) 🔁 Capital Returns $2.4B returned to shareholders Includes $1.3B in share buybacks 🔥 Takeaway Intercontinental Exchange keeps doing what it does best: steady growth elite margins massive cash" [X Link](https://x.com/obienu59136/status/2019396339780448474) 2026-02-05T13:03Z [----] followers, [--] engagements "2 🤖 Artificial Intelligence (AI) The backbone of the AI economy 👇 $GOOGL Alphabet $AMZN Amazon $MSFT Microsoft $META Meta Platforms" [X Link](https://x.com/obienu59136/status/2019397201752174925) 2026-02-05T13:06Z [----] followers, [---] engagements "🟢 $GFF Griffon Corp Q1 FY26 Earnings 🏗 📊 Q1 FY26 Highlights Revenue $649.1M (+3% YoY) GAAP EPS $1.41 (vs $1.49 LY) Adj. EPS $1.45 (vs $1.39 LY) 🟢 Adj. net income $66.3M 📈 Profitability Adj. EBITDA $129.6M (1% YoY) Adj. EBITDA (ex corporate) $144.6M (flat YoY) 💰 Cash Flow Free cash flow: $99M 🔥 🧱 Business Trends Solid execution at Home & Building Products Improved profitability at Consumer & Professional Products 🗣 Management On track to meet updated FY targets 🔥 Takeaway Griffon Corporation delivered a steady quarter with strong free cash flow resilient core operations and improving" [X Link](https://x.com/obienu59136/status/2019397792217645405) 2026-02-05T13:08Z [----] followers, [--] engagements "🟢 $RL Ralph Lauren Q3 FY26 Earnings (Holiday Beat 👔) 📊 Q3 FY26 Highlights Revenue +12% reported +10% constant currency 🟢 Demand strong across all regions DTC comps: high-single-digit growth (stores + digital) **Wholesale" [X Link](https://x.com/obienu59136/status/2019399102501388364) 2026-02-05T13:13Z [----] followers, [--] engagements "⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high" [X Link](https://x.com/obienu59136/status/2019400412655223199) 2026-02-05T13:19Z [----] followers, [--] engagements "🚨 Big news in weight loss meds Hims & Hers Health ($HIMS) is launching a compounded version of Novo Nordisk's ($NVO) new Wegovy pill (semaglutide-based) at an intro price of just $49/month that's about $100 cheaper than the brand name After the intro (one-time lower payment) subscribers on a 5-month plan pay $99/month vs. Novo's $199/month for self-pay. This telehealth play undercuts the big pharma pricing amid ongoing pressure for affordable access. Compounded versions use the same active ingredient but aren't FDA-approved like the branded onealways consult a doc Huge for affordability" [X Link](https://x.com/obienu59136/status/2019412315255304398) 2026-02-05T14:06Z [----] followers, [---] engagements "$GOOGL bulls are fired up 🚀 Evercore ISI and Needham both raised their price targets to $400 after Alphabet's strong Q4 [----] earnings beat (reported Feb [--] 2026). - Evercore ISI: Reiterated Outperform highlighting stellar revenue & operating income beats fueled by core fundamentals + sharp AI execution. - Needham: Kept Buy noting accelerating revenue momentum disciplined capex and strong enterprise adoption of Gemini as a key cost/growth driver. This comes on the heels of Alphabet crushing it with: - Revenue +18% YoY to $113.8B - EPS $2.82 (+31% YoY) - Google Cloud exploding +48% - Annual" [X Link](https://x.com/obienu59136/status/2019413067839242748) 2026-02-05T14:09Z [----] followers, [--] engagements "NVIDIA IS ALSO SLASHING PRODUCTION OF ITS CURRENT LINE OF GAMING CHIPS GEFORCE RTX [--] GPUS BECAUSE OF THE MEMORY SHORTAGE- THE INFORMATION" [X Link](https://x.com/obienu59136/status/2019413629700088237) 2026-02-05T14:11Z [----] followers, [--] engagements "$NVDA alert: Nvidia is pushing back hard against the Trump administration's latest China export rules for its H200 AI chips ⚠ According to reports (Wall Street Journal Feb [--] 2026) Nvidia warned officials that the strict new requirements including heavy security protocols vetting for buyers like Alibaba and ByteDance and measures to prevent diversion to China's militaryare too burdensome. Key concerns from Nvidia: - Could destroy demand for H200 chips in China - Might derail the whole export plan (which Trump greenlit late [----] with a 25% U.S. cut) - Rules echo past restrictions and could" [X Link](https://x.com/obienu59136/status/2019415494546141188) 2026-02-05T14:19Z [----] followers, [--] engagements "$GOOGL - GOOGLE DOWN 7%" [X Link](https://x.com/obienu59136/status/2019418622637302048) 2026-02-05T14:31Z [----] followers, [--] engagements "$NVDA TO DELAY NEW GAMING CHIP DUE TO MEMORY CHIP SHORTAGE - THE INFORMATION" [X Link](https://x.com/obienu59136/status/2019418884814872935) 2026-02-05T14:32Z [----] followers, [--] engagements "$NVO fires back at $HIMS's cheap compounded Wegovy pill launch 🔥 During today's analyst call (Feb [--] 2026) Novo Nordisk CEO (likely Mike Doustdar) slammed the $49/month intro offer saying people using Hims' compounded semaglutide pill would be "wasting $49" because the compound won't be properly absorbed in the body. Key context: - Hims announced today: Compounded oral semaglutide (same active ingredient as Wegovy's new pill) at $49 for the first month (then $99/mo on 5-month plan) vs. Novo's $199/mo self-pay. - Hims claims their formulation protects the ingredient during digestion for better" [X Link](https://x.com/obienu59136/status/2019421589045952807) 2026-02-05T14:43Z [----] followers, [---] engagements "TRUMP: WORKING HARD TO END WAR IN SUDAN ALMOST DONE" [X Link](https://x.com/obienu59136/status/2019426698811592746) 2026-02-05T15:03Z [----] followers, [--] engagements "DEUTSCHE BANK: BITCOINS SELLOFF SIGNALS A LOSS OF CONVICTION NOT A BROKEN MARKET" [X Link](https://x.com/obienu59136/status/2019426811281866800) 2026-02-05T15:04Z [----] followers, [--] engagements "NOVO NORDISK: TO TAKE LEGAL ACTION AGAINST HIM & HERS" [X Link](https://x.com/obienu59136/status/2019438410243723770) 2026-02-05T15:50Z [----] followers, [--] engagements "VINCI (the French infrastructure giant) just reported its full-year [----] results (announced February [--] 2026) and they were strongbeating expectations in key areas. Here's a simplified breakdown: - Revenue: [----] billion (Up about 4% from last year and better than analysts expected of [----] billion.) - Earnings Per Share (EPS): [----] (Slight increase from [----] in 2024; adjusted/excluding one-off tax effects it was even higher at around 9.44.) - Free Cash Flow: Record [----] billion (Up from [----] billion last yearexcellent cash generation.) - Dividend: Proposed [----] per share for [----] (Up [----] or" [X Link](https://x.com/obienu59136/status/2019467688003678214) 2026-02-05T17:46Z [----] followers, [--] engagements "Qualcomm CEO: It's not a demand issue it's a memory supply issue. $QCOM" [X Link](https://x.com/obienu59136/status/2019467910855450749) 2026-02-05T17:47Z [----] followers, [--] engagements "Qualcomm CEO: Consumer demand is very strong. $QCOM" [X Link](https://x.com/obienu59136/status/2019467971006021736) 2026-02-05T17:47Z [----] followers, [--] engagements "TRUMP SAYS JAPAN'S PM TAKAICHI TO VISIT WHITE HOUSE MARCH 19" [X Link](https://x.com/obienu59136/status/2019468143152820373) 2026-02-05T17:48Z [----] followers, [--] engagements "BESSENT: IF TRUMP WINS IRS SUIT $10B WOULD COME FROM TAXPAYERS" [X Link](https://x.com/obienu59136/status/2019468220336308286) 2026-02-05T17:48Z [----] followers, [--] engagements "UK PRIME MINISTER STARMER AND TRUMP AGREED ON THE IMPORTANCE OF A DEAL TO SECURE THE JOINT UKUS BASE ON DIEGO GARCIA WHICH REMAINS VITAL TO SHARED SECURITY INTERESTS SAYS DOWNING STREET SPOKESPERSON" [X Link](https://x.com/obienu59136/status/2019489836361740617) 2026-02-05T19:14Z [----] followers, [--] engagements "🚨 CRYPTO BLOODBATH FULL RISK-OFF MODE 🚨 🔴 Crypto Market Snapshot 🟠 Bitcoin $65171 10.7% Weekly: 21.6% Monthly: 29.2% 24% YTD 31% YoY 🔷 Ethereum $1927 10.1% Weekly: 30.6% Monthly: 40.7% 🟡 BNB $655 6.1% 🔵 Cardano $0.254 11.1% 🟣 Solana $81.63 11.2% 🟢 XRP $1.20 20.2% 🩸 🔴 Polkadot $1.31 10.2% 🟠 Avalanche $8.82 9.3% 🟣 Polygon $0.10 5.5% ⚛ Cosmos $1.87 6% 🔥 What stands out BTC lost $65K clean break of key support Alts collapsing faster than BTC (classic deleveraging) XRP 20% in a day forced liquidations Monthly drawdowns 3045%+ across majors Market cap bleeding fast as leverage flushes" [X Link](https://x.com/obienu59136/status/2019504667919806539) 2026-02-05T20:13Z [----] followers, [--] engagements "WHITE HOUSE PRESS SECRETARY LEAVITT SAYS THE CUBAN GOVERNMENT IS ON ITS LAST LEG AND BELIEVES SIGNIFICANT DEVELOPMENTS ARE UNDERWAY" [X Link](https://x.com/obienu59136/status/2019504756914352155) 2026-02-05T20:13Z [----] followers, [--] engagements "WHITE HOUSE PRESS SECRETARY LEAVITT SAYS TRUMP HAS MANY OPTIONS BEYOND DIPLOMACY ON IRAN WHILE THE U.S. CONTINUES TO DISCUSS DIPLOMATIC PATHS FORWARD" [X Link](https://x.com/obienu59136/status/2019505062834213307) 2026-02-05T20:15Z [----] followers, [--] engagements "WHITE HOUSE PRESS SECRETARY LEAVITT SAYS TRUMP WILL MEET WITH INSURANCE FIRMS WITH NO TIMING SET" [X Link](https://x.com/obienu59136/status/2019505145181053007) 2026-02-05T20:15Z [----] followers, [--] engagements "WHITE HOUSE PRESS SECRETARY LEAVITT SAYS WITKOFF WILL TRAVEL TO OMAN TOMORROW FOR IRAN TALKS" [X Link](https://x.com/obienu59136/status/2019505218870768045) 2026-02-05T20:15Z [----] followers, [--] engagements "WHITE HOUSE PRESS SECRETARY LEAVITT SAYS TRUMP WANTS TO SEE IF A DEAL CAN BE STRUCK WITH IRAN" [X Link](https://x.com/obienu59136/status/2019505353965334659) 2026-02-05T20:16Z [----] followers, [--] engagements "🚨 Weight-Loss Drug War Escalates Novo Nordisk slammed Hims & Hers over its cheaper copycat Wegovy pill calling it illegal and vowing legal action. Whats happening Hims & Hers launched a lower-cost compounded alternative Novo says the product violates regulations and IP protections The move undercuts Novos high-profile obesity drug rollout News pressured Novo shares as investors digest competitive risk 🧠 Why it matters Obesity drugs are one of the largest profit pools in global pharma Compounded/off-label alternatives threaten pricing power This sets up a legal + regulatory showdown between" [X Link](https://x.com/obienu59136/status/2019516286800101582) 2026-02-05T20:59Z [----] followers, [--] engagements "🟢 $ARW Arrow Electronics Q4 & FY25 Earnings 🔌 📊 Q4 [----] (Beat + Raise vs guidance) Sales $8.7B (+20% YoY above high end of guide) EPS $3.75 Non-GAAP EPS $4.39 (both guide) 🟢 📊 FY [----] Sales $30.9B (+10% YoY) EPS $10.93 Non-GAAP EPS $11.02 🚀 Whats driving it Momentum across Global Components + ECS Strength in cloud AI and datacenter demand Growth in higher-margin value-added offerings Improving leading indicators as cycle turns 🗣 Management tone Early stages of a modest cyclical upturn Entering [----] with positive momentum cautious optimism Focus on profitable growth + financial" [X Link](https://x.com/obienu59136/status/2019517278925066268) 2026-02-05T21:03Z [----] followers, [--] engagements "🟢 $RDDT Reddit Q4 & FY25 Earnings + $1B Buyback 🚀 📈 User Growth DAUs: 121.4M (+19% YoY) 💰 Q4 [----] Revenue $726M (+70% YoY) Ad revenue $690M (+75% YoY) Net income $252M (35% margin) 🔥 Adj. EBITDA $327M (45% margin) Free cash flow $264M 📊 Full Year [----] Revenue $2.2B (+69% YoY) Net income $530M (24% margin) Adj. EBITDA $845M (38% margin) Gross margin 92% 🔁 Capital Return $1B share repurchase program authorized 💥 Fully diluted shares: 206.1M (flat QoQ down YoY) 🧠 What stands out Explosive revenue + profit growth Elite margins for a social platform Strong cash generation enables massive" [X Link](https://x.com/obienu59136/status/2019518728669724848) 2026-02-05T21:09Z [----] followers, [---] engagements "🟢 $BILL BILL Q2 FY26 Earnings (Strong Core Growth + Margins 💳) 📊 Q2 FY26 Highlights Total revenue: $414.7M (+14% YoY) Core revenue: $375.1M (+17% YoY) 🟢 Subscription fees $72.1M (+6%) Transaction fees $303.1M (+20%) 🔥 Float revenue $39.5M 📈 Profitability Gross margin 79.8% (Non-GAAP 83.9%) Non-GAAP operating income $74.1M (+18% YoY) Non-GAAP EPS $0.64 (vs $0.56 LY) 🟢 GAAP net loss $(0.03)/sh 💰 Scale & Usage [------] businesses served $95B payment volume (+13% YoY) 35M transactions (+16% YoY) 🔁 Capital Return 2.5M shares repurchased for $133M in Q2 🧠 What stands out Core (subscription" [X Link](https://x.com/obienu59136/status/2019519582373908570) 2026-02-05T21:12Z [----] followers, [---] engagements "🟢 $ASYS Amtech Systems Q1 FY26 Earnings (AI Demand Driving Orders 🤖) 📊 Q1 FY26 Highlights Revenue $19.0M Orders $20.7M revenue book-to-bill 1.1x 🟢 Backlog $21.6M GAAP EPS $0.01 Non-GAAP EPS $0.03 Adj. EBITDA $1.4M 💰 Cash & Cash Flow Cash $22.1M (up from $17.9M QoQ) Operating cash flow $4.1M (+43% YoY) 🔥 No debt 9th consecutive quarter of positive operating CF 🤖 AI Exposure AI-related equipment = 35% of TPS segment revenue (vs 30% prior qtr) Management expects sequential booking growth through FY26 driven by AI infrastructure buildouts Some deliveries pushed to Q3 to align with customer" [X Link](https://x.com/obienu59136/status/2019521279192354853) 2026-02-05T21:19Z [----] followers, [---] engagements "🟢 $FTNT Fortinet Q4 & FY25 Earnings 🔐 📊 Q4 [----] Revenue $1.91B (+15% YoY) Product revenue $691M (+20% YoY) Billings $2.37B (+18% YoY) GAAP operating margin: 33% 🔥 📊 FY [----] Revenue $6.80B (+14% YoY) Billings $7.55B (+16% YoY) Free cash flow: $2.21B 💰 GAAP operating margin: 31% 🔁 Capital Return Buyback authorization increased by $1B Total repurchase capacity now $10.25B (through Feb 2027) 🔮 FY [----] Guidance Revenue $7.50B$7.70B Implies growth moderating to 1013% Q1 non-GAAP EPS $0.59$0.63 🧠 What stands out Strong product + billings momentum Elite cash flow + margins Massive buyback" [X Link](https://x.com/obienu59136/status/2019522011228246249) 2026-02-05T21:22Z [----] followers, [--] engagements "🟢 $MCHP Q3 FY26 Earnings Highlights Top Line Revenue: $1.19B vs $1.17B est 🟢 (+15.6% YoY) Adj. EPS: $0.44 vs $0.42 est 🟢 Non-GAAP GM: 60.5% vs 58.6% est 🟢 📈 Q4 FY26 Guidance Revenue: $1.24B$1.28B (midpoint +6.2% QoQ +29.8% YoY) 🟡 Adj. EPS: $0.48$0.52 (est. $0.49) 🟡 Non-GAAP GM: 60.5%61.5% vs 59.8% est 🟢 CapEx: $20M$23M (very disciplined) ⚙ Operating Metrics R&D spend: $274M (+11% YoY) Non-GAAP Op Income: $338M Op margin: 28.5% 💰 Capital Return Dividends returned (Dec qtr): $246M Quarterly dividend (Mar qtr): $0.455/share 🧠 Management takeaway Strong momentum in connectivity driven" [X Link](https://x.com/obienu59136/status/2019524202139656630) 2026-02-05T21:31Z [----] followers, [---] engagements "🟢 $DOCS Q3 FY26 Earnings Highlights Top Line Revenue: $185.1M vs $181.6M est 🟢 (+10% YoY) Adj. EPS: $0.46 vs $0.45 est 🟢 Adj. EBITDA: $111.4M (+9% YoY) EBITDA margin: 60.2% 🔥 👩⚕ Platform Engagement 1M+ quarterly active prescribers 720K workflow product users (record QoQ jump) 300K+ users already engaging with AI features 📈 Guidance Q4 FY26 Revenue: $143M$144M Adj. EBITDA: $63.5M$64.5M FY26 Revenue: $642.5M$643.5M Adj. EBITDA: $355.5M$356.5M 💰 Profitability & Cash Net income: $61.6M (33.3% margin) Non-GAAP net income: $91.1M (49.3% margin) Free cash flow: $58.5M (8% YoY) 🔁 Capital" [X Link](https://x.com/obienu59136/status/2019524585742561712) 2026-02-05T21:32Z [----] followers, [---] engagements "🚨 Crypto Market Snapshot Heavy Risk-Off 🔻 Bitcoin $63642 12.8% Ethereum $1866 12.9% 🟡 BNB $655 6.1% 🔵 Cardano $0.249 12.9% 🟣 Solana $79.60 13.4% 🟢 XRP $1.18 22.0% 🔴 Polkadot $1.31 10.2% 🟠 Avalanche $8.82 9.3% 🔺 Polygon $0.10 5.5% ⚛ Cosmos $1.82 8.4% 🔥 What stands out: Broad capitulation-style selling across majors BTC now 21.6% weekly and 29% monthly ETH & SOL both down 40% monthly XRP hit hardest today panic-level move Market structure fully risk-off forced liquidations likely ongoing ⚠ Volatility is extreme. This is not selective selling its macro + leverage unwinding. Brace" [X Link](https://x.com/obienu59136/status/2019527204351156463) 2026-02-05T21:43Z [----] followers, [---] engagements "🟡 Metals Market Sharp Risk-Off Move 🔻 🥇 Gold $4770 3.9% 🥈 Silver $71.40 19.0% 🚨 🟠 Copper $5.71 2.4% ⚙ Steel [----] 0.3% 🔋 Lithium [------] 5.9% ⛏ Iron Ore [---] 0.7% ⚪ Platinum $1991 8.5% 🔥 What stands out: Silver capitulation down 38% weekly extreme volatility flush Gold breaking momentum after crowded positioning Copper sliding = growth sensitivity creeping back in Lithium still up big YTD but momentum clearly cooling Broad de-risking across hard assets not just one metal 📉 Tone: Forced selling fundamentals 📊 Watch: stabilization in silver & copper for risk appetite clues" [X Link](https://x.com/obienu59136/status/2019527742631604728) 2026-02-05T21:45Z [----] followers, [--] engagements "🧾🚀 $BILL Q2 FY26 Earnings Snapshot Big Beat Across the Board 🟢 Revenue: $414.7M vs $400.0M est +14% YoY 🟢 Adj. EPS: $0.64 vs $0.56 est 🟢 Core Revenue: $375.1M +17% YoY 🟢 TPV: $95B +13% YoY 📈 Guidance (All Raised vs Street) FY26 Revenue: $1.63B$1.65B 🟢 Adj. EPS: $2.33$2.41 🟢 Core Revenue: $1.49B$1.51B Q3 Revenue: $397.5M$407.5M 🟢 Adj. EPS: $0.53$0.57 🟢 Core Revenue: $364.5M$374.5M ⚙ Operating Strength Gross Margin: 79.8% (83.9% non-GAAP) Non-GAAP Op Income: $74.1M +18% YoY Transactions: 35M +16% YoY Customers: 498.5K businesses 💸 Capital Return Buybacks: 2.5M shares $133M 🔑" [X Link](https://x.com/obienu59136/status/2019528554774470987) 2026-02-05T21:48Z [----] followers, [--] engagements "💄📉 $COTY Q2 FY26 Earnings Snapshot Mixed quarter guidance reset 🟢 Revenue: $1.68B vs $1.66B est +1% YoY 🔴 Adj. EPS: $0.14 vs $0.18 est 🔴 Adj. EBITDA: $330M -15% YoY 🚨 FY26 EBITDA & FCF guidance withdrawn 🔮 Q3 Outlook LFL Revenue: mid-single-digit % decline Adj. EBITDA: $100M$110M Adj. EPS: breakeven (ex-equity swap) 🧴 Segment Check Prestige: $1.13B +2% YoY (LFL -2%) Consumer Beauty: $545M -2% YoY (LFL -6%) 💰 Financials FCF: $513M Adj. Gross Margin: 64.2% (-260 bps YoY) Net Debt: $2.6B 2.7x leverage 🗣 Mgmt Tone Performance has been disappointing share price reflects that. Launching" [X Link](https://x.com/obienu59136/status/2019528713420042659) 2026-02-05T21:49Z [----] followers, [--] engagements "$RDDT - REDDIT UP 5.24%" [X Link](https://x.com/obienu59136/status/2019532248073076787) 2026-02-05T22:03Z [----] followers, [---] engagements "🚀 $TEAM Q2 FY26 Earnings Blowout Atlassian firing on all cylinders 👇 🟢 Revenue: $1.59B vs $1.21B est +23% YoY 🟢 Adj. EPS: $1.22 vs $0.73 est ☁ Cloud Revenue: $1.07B +26% YoY (first-ever $1B cloud quarter) 📦 RPO: $3.81B +44% YoY 🤖 Rovo: 5M+ monthly active users 🔮 Q3 Guide (Above Street) Revenue: $1.689B$1.697B vs $1.65B est Cloud Growth: +23% YoY Data Center Growth: +33.5% YoY Non-GAAP Op Margin: 27.5% Non-GAAP Gross Margin: 88% 📈 FY26 Outlook Total Revenue Growth: +22% YoY Cloud Growth: +24.3% YoY Non-GAAP Op Margin: 25.5% Gross Margin: 87% 💰 Financial Strength FCF: $168.5M (11%" [X Link](https://x.com/obienu59136/status/2019533182161547770) 2026-02-05T22:06Z [----] followers, [---] engagements "$BE - BLOOM ENERGY UP 13.01%" [X Link](https://x.com/obienu59136/status/2019534696045215810) 2026-02-05T22:12Z [----] followers, [---] engagements "$BILL - BILL HOLDING UP 13.26%" [X Link](https://x.com/obienu59136/status/2019534951709044974) 2026-02-05T22:13Z [----] followers, [--] engagements "$FTNT - FORTINET SHARES UP 2.12%" [X Link](https://x.com/obienu59136/status/2019535297030287649) 2026-02-05T22:15Z [----] followers, [--] engagements "$DOCS - DOXIMITY SHARES DOWN 32%" [X Link](https://x.com/obienu59136/status/2019536072225804603) 2026-02-05T22:18Z [----] followers, [---] engagements "$TEAM- ATLASSIAN DOWN BY 8.70%" [X Link](https://x.com/obienu59136/status/2019536547813449749) 2026-02-05T22:20Z [----] followers, [---] engagements "🚨 Mega-Cap AI CapEx Arms Race (FY26) Heres what the biggest tech players are planning to spend next year alone 👇 Amazon: $200B Alphabet: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B 💰 TOTAL: $655 BILLION" [X Link](https://x.com/obienu59136/status/2019539449231864079) 2026-02-05T22:31Z [----] followers, [--] engagements "🚨 $MSTR CEO on worst-case Bitcoin downside risk Michael Saylor lays it out bluntly 👇 🔻 Extreme scenario: If Bitcoin drops 90% to $8000 Thats where BTC reserves = net debt 🔻 At that point: Cant repay convertibles using BTC alone Would consider: Restructuring Issuing equity Issuing additional debt 🕰 Key context: This risk is spread over the next [--] years Pretty hard to imagine scenario per Saylor 🧠 Bottom line: Im not really worried at this point in time even with Bitcoin drops. 🔥 Takeaway: MSTR is openly stress-testing a brutal BTC crash and still believes its capital structure is" [X Link](https://x.com/obienu59136/status/2019544693013426401) 2026-02-05T22:52Z [----] followers, [---] engagements "🚨🩸 Crypto Market Bloodbath Bitcoin: $64367 11.8% Ethereum: $1872 12.7% 🟡 BNB: $619 11.1% 🟣 Solana: $80 12.8% 🔵 XRP: $1.22 18.8% 🟠 Cardano: $0.25 12.4% 🔴 Avalanche: $8.46 13.0% ⚫ Polkadot: $1.28 12.5% 🟪 Polygon: $0.09 14.3% 📉 Damage check: BTC: 24% weekly 32% monthly 34% YoY ETH: 34% weekly 43% monthly Alts: full capitulation mode 🔥 What stands out: Broad double-digit drawdowns across majors High-beta alts getting hit hardest Risk-off accelerating alongside macro + liquidity stress 🧠 Big picture: This isnt rotation its deleveraging. Forced selling + ETF outflows + macro pressure =" [X Link](https://x.com/obienu59136/status/2019545167896670430) 2026-02-05T22:54Z [----] followers, [---] engagements "🟡 Metals Market Meltdown 🥇 Gold: $4778 3.77% 🥈 Silver: $70.84 19.7% 🔥 Whats happening: Silver collapse = leverage + positioning flush Gold correcting but still holding far above prior cycle levels Safe-haven trades unwinding alongside crypto & broader risk assets 🧠 Big picture: This looks less like a fundamentals shift and more like a forced deleveraging event across speculative and momentum assets. Silvers move screams liquidation not demand destruction. ⚠ Volatility remains extreme metals may need time to base before finding support. https://twitter.com/i/web/status/2019546084301750606" [X Link](https://x.com/obienu59136/status/2019546084301750606) 2026-02-05T22:58Z [----] followers, [--] engagements "🧠 On AI partnerships & the bigger picture We announced an agreement with OpenAI in November. Its a big one. We have a lot of respect for the company and hope to extend our partnership over time. But the key takeaway 👇 This AI movement isnt going to be a couple of companies. Its going to be thousands of companies over time. Translation: AI wont be winner-take-all. Platforms + infrastructure matter but the real opportunity is an entire ecosystem being built on top. 🚀 https://twitter.com/i/web/status/2019549000417047030 https://twitter.com/i/web/status/2019549000417047030" [X Link](https://x.com/obienu59136/status/2019549000417047030) 2026-02-05T23:09Z [----] followers, [--] engagements "🛡 $ZS expands Zero Trust to the browser Zscaler acquired SquareX to bring Zero Trust security directly into standard browsers like Google Chrome and Microsoft Edge via lightweight extensions. Why it matters: 🔐 Secures BYOD & unmanaged devices 🧩 No separate enterprise browser 🚫 No full endpoint agent required ⚡ Faster deployment lower friction for users Big picture: Zscaler is pushing Zero Trust closer to the user session itself shrinking the attack surface right where work actually happens the browser. https://twitter.com/i/web/status/2019552473497690616" [X Link](https://x.com/obienu59136/status/2019552473497690616) 2026-02-05T23:23Z [----] followers, [---] engagements "🚨 Metals Update Asia Open 🥈 Silver: $69.56/oz 2.3% (early Asia) 🥇 Gold: $4759/oz 4.2% Whats happening: Silver continues to unwind aggressively after extreme volatility Gold selling pressure accelerating after a strong multi-month run Risk-off + liquidity stress hitting commodities hard ⚠ Momentum clearly to the downside near-term metals are no longer acting like safe havens right now. https://twitter.com/i/web/status/2019553354670915599 https://twitter.com/i/web/status/2019553354670915599" [X Link](https://x.com/obienu59136/status/2019553354670915599) 2026-02-05T23:26Z [----] followers, [--] engagements "⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high" [X Link](https://x.com/obienu59136/status/2019686386232668656) 2026-02-06T08:15Z [----] followers, [---] engagements "🟡 Metals Market Update 🥇 Gold $4872 1.97% 🥈 Silver $73.88 4.31% 🟠 Copper $5.76 1.00% ⚙ Steel (CNY) [----] 0.32% 🔋 Lithium (CNY) [------] 5.88% ⛏ Iron Ore (CNY) [-----] 0.65% ⚪ Platinum $1989 3.95% 🏗 HRC Steel $973 0.30% What stands out 👀 Gold & silver bouncing after a brutal selloff Silver still extremely volatile after last weeks collapse Copper and industrial metals remain under pressure Lithium continues to cool despite strong YTD gains 📉 Volatility stays high sharp rebounds but trend still fragile. https://twitter.com/i/web/status/2019689468362416224" [X Link](https://x.com/obienu59136/status/2019689468362416224) 2026-02-06T08:27Z [----] followers, [--] engagements "🟣 Crypto Market Update 🟠 Bitcoin $64853 3.41% 🔵 Ethereum $1878 3.04% 🟡 BNB $620 1.80% 🔴 XRP $1.29 6.47% 🟣 Solana $79.48 1.82% 🟢 ADA $0.251 2.76% 🔷 DOT $1.27 2.45% ❄ AVAX $8.41 1.47% 🟦 MATIC $0.10 4.80% What stands out 👀 Relief bounce after a brutal multi-week selloff XRP leading majors on short-covering Still deep red on weekly/monthly trend remains fragile Volatility elevated dead-cat bounce risk vs. base-building 📉 Damage is real but buyers finally showing up at lower levels. https://twitter.com/i/web/status/2019690840403181944 https://twitter.com/i/web/status/2019690840403181944" [X Link](https://x.com/obienu59136/status/2019690840403181944) 2026-02-06T08:33Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@obienu59136 Emmanuel -Big tech and blue chip Lover
Emmanuel -Big tech and blue chip Lover posts on X about strong, ai, flow, cash flow the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Month [-------] +85%
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- [--] Week [---] -0.71%
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Social Influence
Social category influence stocks 56.28% finance 39.69% technology brands 27.37% cryptocurrencies 13.74% countries 7.35% exchanges #6145 automotive brands 4.27% financial services #1981 currencies 1.78% social networks 1.42%
Social topic influence strong 14.1%, ai 13.15%, flow 7.82%, cash flow #323, crypto 5.33%, bitcoin 4.38%, core 4.15%, health 4.03%, growth #446, target 3.91%
Top accounts mentioned or mentioned by @time2ctruth2 @lynne22334 @d40794074 @hunterallen4 @thegaboeth @tipranks @paulmerrey1945 @1trueamerican @emilysm43 @thoresonlaurie @jesse44964800 @dan_nikas
Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Solana (SOL) Cardano (ADA) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Ethereum (ETH) Robinhood Markets, Inc. (HOOD) Metadium (META) Spotify Technology (SPOT) Microsoft Corp. (MSFT) Cloudflare, Inc. (NET) Becton Dickinson and Co (BDX) Orochi Network (ON) Cleveland-Cliffs, Inc. (CLF) CVS Health Corp (CVS) Palantir Technologies Inc. (PLTR) Advanced Micro Devices (AMD) monday.com Ltd. (MNDY) Upstart Holdings, Inc. (UPST) Micron Technology, Inc. (MU) Meta Platforms, Inc. (META) Opendoor Technologies Inc Common Stock (OPEN) Coca-Cola Co (KO) Datadog Inc (DDOG) ON Semiconductor, Corp. (ON) Hims & Hers Health, Inc. (HIMS) Coinbase Global Inc. (COIN) Oscar Health, Inc. (OSCR) Shopify Inc (SHOP) QUALCOMM, Inc. (QCOM) Eli Lilly and Company (LLY) Applied Materials, Inc. (AMAT) Mario Coin (COIN) Uber Technologies, Inc. (UBER) Broadcom, Inc. (AVGO) PayPal Holdings Inc (PYPL) Grab Holdings Limited Class A Ordinary Shares (GRAB) AppLovin Corporation (APP) RAI Finance (SOFI) Iris Energy Limited (IREN) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) Merck & Co., Inc. (MRK) Novo-Nordisk (NVO)
Top Social Posts
Top posts by engagements in the last [--] hours
"Companies Reporting Before Open 06:30: Dollar Tree $DLTR 06:55: Macy's $M 07:05: Sprinklr $CXM 06:30: THOR Industries $THO"
X Link 2025-12-03T09:39Z [----] followers, [---] engagements
"🔥 Key Stocks by Vertical [----] Edition 🛡 Insurance (Tech-Driven) $ROOT Root Insurance $OSCR Oscar Health 💳 Fintech $NU Nubank $SOFI SoFi Technologies 🛒 E-Commerce $MELI MercadoLibre $AMZN Amazon $SE Sea Limited 🔐 Cybersecurity $CRWD CrowdStrike $PANW Palo Alto Networks $RBRK - Rubrik inc https://twitter.com/i/web/status/2001693280363262439 https://twitter.com/i/web/status/2001693280363262439"
X Link 2025-12-18T16:37Z [----] followers, [---] engagements
"💥 Top Data Center Deals (by $ value) $NBIS Nebius Vineland AI campus NJ Microsoft 300MW 5y $17.4B $GLXY Galaxy Digital Helios TX 572MW 15y $10.5B $CORZ Core Scientific CoreWeave HPC [--] sites 590MW 12y $10.2B $IREN IREN AI cloud US Microsoft 200MW 5y $9.7B $WULF TeraWulf Abernathy TX Fluidstack 168MW 25y $9.5B $HUT Hut [--] River Bend LA Fluidstack 245MW 15y $7.0B $CIFR Cipher Mining Black Pearl TX AWS 207MW 15y $5.5B $CIFR Cipher Mining Barber Lake TX Fluidstack 207MW 15y $3.8B $WULF TeraWulf Lake Mariner NY Fluidstack 200MW 10y $3.7B $WULF TeraWulf Lake Mariner NY Core42 60MW 10y $1.0B $WYFI"
X Link 2025-12-22T08:41Z [----] followers, [---] engagements
"Deutsche Bank Shipping Sector Highlights Favorite Tanker Plays: $INSW (International Seaways) $STNG (Scorpio Tankers) Preferred Dry Bulk Plays: $SBLK (Star Bulk Carriers) $GNK (Genco Shipping) Key Thesis: Geopolitical disruptions = bullish for tonne-mile demand. Longer less efficient trade routes more sailing distance higher vessel utilization Slower speeds or port delays reduce effective supply supports freight rates New normal of geopolitical disruption has historically supported both tanker and dry bulk sectors. Fleet growth offset: Even with expected net fleet growth this year and next"
X Link 2026-01-14T12:56Z [----] followers, [--] engagements
"🚀 AI Cloud & GPU Plays Bull vs Bear Mid-Jan [----] 🧵 AI compute demand is exploding ⚡ but execution risks are massive. Heres a scroll-stopping bull vs bear breakdown for Nebius CoreWeave Applied Digital & Iris Energy. 👇"
X Link 2026-01-15T01:35Z [----] followers, [---] engagements
"3/5 💡 $OSCR Oscar Health (Digital ACA/individual plans) 🐂 Bull: Rate hikes & cost controls path to [----] profitability Enrollment growth + AI efficiencies Hold/Strong Buy consensus PT $17 (+14% upside if margins improve) 🐻 Bear: High medical loss ratio (MLR) pressure; ACA/regulatory risks Still loss-making; sensitive to enrollment or cost misses 💡 Bottom: Turnaround bet cheap if [----] profit milestone hits https://twitter.com/i/web/status/2013602626126893457 https://twitter.com/i/web/status/2013602626126893457"
X Link 2026-01-20T13:20Z [----] followers, [---] engagements
"Berenberg Boosts ConvaTec Target from 330p to 340p"
X Link 2026-01-23T06:06Z [----] followers, [--] engagements
"Companies Reporting Before Open AM - 23.1.2026 09:00: Schlumberger $SLB 09:00: First Citizens Bancshares $FCNCA 09:00: Guotai Junan Securities $601211 09:00: Booz Allen Hamilton $BAH 09:00: Webster Financial $WBS Mid-Morning / Late AM 10:00: JSW Steel $JSTL 10:00: Vedanta $VEDL 10:30: Nidec $6594 11:00: Bharat Petroleum $BPCL 11:30: Shriram Finance $SHFL 11:30: Cipla $CIPLA 12:00: Indusind Bank $IIB 12:00: Zee Entertainment $Z PM Releases After Market: Townebank $TOWN https://twitter.com/i/web/status/2014600656896602224 https://twitter.com/i/web/status/2014600656896602224"
X Link 2026-01-23T07:26Z [----] followers, [---] engagements
"🧵 Hidden Gem Stocks to Watch 👀 These names may not be on every radar but they have growth potential + catalysts behind them: 🔥 $SOFI Fintech ecosystem growth (lending banking investing) 🔥 $NVTS Healthcare services expansion potential 🔥 $IREN Renewable energy & infrastructure momentum 🔥 $SHOP E-commerce platform growth comeback 🔥 $UBER Mobility & delivery scaling globally #Stocks #HiddenGems #Investin https://twitter.com/i/web/status/2015135409303670986 https://twitter.com/i/web/status/2015135409303670986"
X Link 2026-01-24T18:51Z [----] followers, [---] engagements
"🧵 Still Bullish on Healthcare Names Jan [----] Edition 🩺💰 1/5 Overview Staying bullish on $OSCR $ROOT $UNH $HIMS makes sense if you like healthcare growth + tech-enabled insurance + DTC health plays. Mix of innovators + blue-chip compounders. Heres where they stand 👇"
X Link 2026-01-25T15:38Z [----] followers, [---] engagements
"2/5 $OSCR (Oscar Health) Trading: $15.60$15.70 (52-week high $23.80) Tech-driven health insurer in ACA/individual market Volatile but strong growth potential Analyst upgrades & price-target boosts recently ➡ A classic disruptor in healthcare insurance"
X Link 2026-01-25T15:38Z [----] followers, [--] engagements
"Europe Equity Market Snapshot Jan [--] #FTSE100 [-----] 0.20% Grinding higher YoY +19.5% #DAX (DE40) [-----] 0.18% Holding gains Momentum steadY #CAC40 [----] 0.20% Flat trend Underperforming peers #FTSEMIB (IT40) [-----] 0.43% Strong structure YoY +24.4% #IBEX35 (ES35) [-----] 0.57% European leader YoY +47.0% 🚀 #MOEX [----] 0.50% Range-bound Lagging Europe #AEX (NL25) [---] 0.23% Monthly breakout YTD +4.9% #BIST100 [-----] 0.57% Parabolic trend YTD +16.0% #SMI (CH20) [-----] 0.13% Defensive Momentum fading #OMXS30 [----] 0.33% Nordic strength YTD +4.8% 📊 Theme: Southern Europe & Turkey leading; core Europe"
X Link 2026-01-26T12:24Z [----] followers, [--] engagements
"$IVZ - Invesco's Q4 Adjusted Earnings Q4 ADJ EPS $0.62 EST $0.58 UP FROM $0.52 Y/Y Q4 OPERATING REVENUE $1.69B EST $1.25B UP FROM $1.59B Y/Y SHARES UP MORE THAN 2.31% IN PREMARKET"
X Link 2026-01-27T12:26Z [----] followers, [--] engagements
"🚀 Anduril Davidson Tech & D-Wave $QBTS test quantum-classical missile defense. D-Waves hybrid solver was 10x faster & intercepted [----] more missiles in a 500-missile sim boosting threat mitigation 912% vs classical methods. $QBTS - D WAVE SHARES UP 4.67% PRE MARKET"
X Link 2026-01-27T12:41Z [----] followers, [--] engagements
"🚀 D-Wave Quantum $QBTS lands $20M FAU deal moves HQ to Florida scores missile-defense wins with Anduril/Davidson and rolls out new annealing featuresshowcasing tech progress commercial traction & dual-platform quantum strategy. $QBT - D WAVE SHARES UP 5.43% PRE MARKET"
X Link 2026-01-27T12:44Z [----] followers, [--] engagements
"💎 Crypto Market Snapshot Jan [--] [----] Bitcoin $BTC $87860 0.44% YTD +0.42% Minor pullback macro volatility persists Ether $ETH $2914.91 0.39% YTD -1.79% Consolidating near $2.9k 🟡 Binance Coin $BNB $880.7 0.02% YTD +1.82% Holding strong long-term momentum intact 🟢 Cardano $ADA $0.34926 0.75% YTD +4.95% Correcting after recent gains 🟣 Solana $SOL $123.73 0.34% YTD -0.58% Light pullback tech adoption watch 🌊 Ripple $XRP $1.88355 0.99% YTD +2.34% Steady amid broader market softness ⚫ Polkadot $DOT $1.85 1.52% YTD +3.25% Weak short-term action ❄ Avalanche $AVAX $11.67 0.43% YTD -5.12% Cooling"
X Link 2026-01-27T13:03Z [----] followers, [--] engagements
"🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings"
X Link 2026-01-28T04:17Z [----] followers, [---] engagements
"🧵 Deep Dive: Zeta Global (NYSE: ZETA) The AI Marketing Cloud Powerhouse 1/ 🚀 What is Zeta Global AI-driven marketing cloud that unifies identity intelligence & activation. Helps brands acquire grow retain customers across email social mobile web & more. #MarTech #AI"
X Link 2026-01-28T04:44Z [----] followers, [--] engagements
"2/ 💼 Business Model SaaS subscriptions (Zeta Marketing Platform) Usage-based fees for campaign activations Proprietary data services leveraging billions of consumer profiles Mix = recurring revenue + growth tied to marketing spend"
X Link 2026-01-28T04:44Z [----] followers, [--] engagements
"3/ Big Tech Earnings Today (Post-Close) MSFT AI/cloud growth & margin update META AI ad momentum revenue guidance TSLA EV & robotics pivot capex commentary IBM Visa ServiceNow Lam Research mixed tech/enterprise catalysts Tomorrow AAPL NVDA not this week"
X Link 2026-01-28T05:54Z [----] followers, [--] engagements
"🛡 Defense & Industrial $GD General Dynamics Defense contracts + stable cash flow $GEV GE Vernova Renewable energy & utilities $LHX L3Harris Defense tech & secure government contracts $MPWR Monolithic Power Power semis consistent revenue"
X Link 2026-01-28T07:21Z [----] followers, [--] engagements
"🔼 Evercore ISI raises PT on $FFIV to $320 from $280 📈 Analyst: Amit Daryanani The beat was big and it wasnt a fluke. 📊 Q1 Results crushed expectations Revenue $822M vs $758M est EPS $4.45 vs $3.66 est Systems (hardware) +37% Y/Y 🔥 Software -8% Services +4% 🤖 Enterprise AI inflection is real AI-related customer wins in Q1 matched all of FY25 AI revenue now low double-digit millions up from single digits Mix improving between AI runtime security + data delivery 🖥 Hardware cycle stronger than expected Legacy systems (VIPRION iSeries) reaching EOL AI readiness driving capacity expansion not"
X Link 2026-01-28T09:42Z [----] followers, [--] engagements
"☕ $SBUX Q126 Earnings Revenue: $9.9B (+6% YoY) ✅ Adj EPS: $0.56 (-19% YoY) 🔴 U.S. comps: +4% China comps: +7% ✅ FY Guide: EPS $2.15$2.40 comps +3% [------] new stores Segment Highlights: NA revenue: $7.28B (+3%) margin 11.9% (-480bps) Intl revenue: $2.64B (+10%) margin 13.7% (+100bps) Channel Dev: $522.7M (+20%) margin 41.3% (-640bps) 💬 Back to Starbucks strategy is working; clear path to sustainable earnings growth. #Starbucks #SBUX #Earnings #Retail https://twitter.com/i/web/status/2016494938217656335 https://twitter.com/i/web/status/2016494938217656335"
X Link 2026-01-28T12:53Z [----] followers, [--] engagements
"📊 Q4 Snapshot (Otis Worldwide) Adjusted EPS: $1.03 vs $1.04 est. tiny miss Reported EPS: $0.95 Revenue: $3.80B vs $3.88B est. clearer miss So Q4 was slightly soft especially on sales. 🔮 FY [----] Outlook (the more important part) Organic sales: Low- to mid-single-digit growth Adjusted EPS: Mid- to high-single-digit growth Net sales: $15.0B$15.3B Thats a steady not exciting outlook very on-brand for Otis. 🧠 How the market is likely to read this ❌ Near-term negative: Revenue miss EPS just under expectations ✅ Supportive longer-term: Margin/EPS growth outpacing sales Predictable cash flow +"
X Link 2026-01-28T13:28Z [----] followers, [--] engagements
"🚀 Why Zeta Global (ZETA) Could Be the Next Big AI Marketing Stock"
X Link 2026-01-28T15:49Z [----] followers, [--] engagements
"2/ 💼 Business Model SaaS subscriptions: Zeta Marketing Platform Usage-based fees for campaign activations Proprietary data services w/ billions of consumer profiles 💡 Mix = recurring revenue + growth tied to marketing spend"
X Link 2026-01-28T15:49Z [----] followers, [--] engagements
"V.F. Corp. $VFC Q326 Earnings Highlights 🧵 1/ 💰 Revenue: $2.88B vs est. $2.75B 🟢 2/ 📊 EPS: $0.58 vs est. $0.45 🟢 3/ 🏷 Notable: Completed sale of Dickies during the quarter 4/ 📈 FY Guide: Free cash flow vs LY Adjusted operating income vs LY Operating cash flow vs LY FYE26 leverage: 3.5x 5/ 🔮 Q4 Guide: Revenue: flat to +2% vs LY Adjusted operating income: $10M$30M 6/ 🏔 Segment Performance: The North Face: +8% vs LY; +5% C$ Vans: -8% vs LY; -10% C$ Timberland: +8% vs LY; +5% C$ Americas region: +2% vs LY; ex Dickies +6% C$ Global DTC: +4% vs LY; ex Dickies +3% C$ 7/ 💹 Financials: Gross"
X Link 2026-01-28T16:11Z [----] followers, [--] engagements
"Companies Reporting After Hours - 29.1.2026 16:05 Visa $V 16:05 Western Digital $WDC 16:05 Deckers Brands $DECK 16:05 KLA $KLAC 16:05 SAP $SAP 16:05 Stryker $SYK 16:05 ResMed $RMD 16:05 Hartford Financial $HIG 16:05 Hologic $HOLX 16:05 Robert Half $RHI 16:05 Weyerhaeuser $WY 16:15 Arthur J. Gallagher $AJG 16:05 SanDisk $SNDK 16:30 Apple $AAPL https://twitter.com/i/web/status/2016787081456988366 https://twitter.com/i/web/status/2016787081456988366"
X Link 2026-01-29T08:14Z [----] followers, [---] engagements
"🌐 Crypto Market Update Jan [--] [----] 🟡 Bitcoin (BTC): $88062 $1053 (1.2%) 🔵 Ethereum (ETH): $2950 $54 (1.8%) 🟣 Binance Coin (BNB): $904 $3 (+0.3%) 🟢 Cardano (ADA): $0.35 $0.008 (2.3%) 🔴 Solana (SOL): $123.31 $1.84 (1.5%) 💧 Ripple (XRP): $1.88 $0.03 (1.5%) 🟠 Polkadot (DOT): $1.80 $0.06 (3.5%) ❄ Avalanche (AVAX): $11.74 $0.32 (2.7%) 🟤 Polygon (MATIC): $0.12 (1.1%) ✨ Cosmos (ATOM): $2.18 $0.06 (2.7%) 📊 Trend: BTC & ETH slightly down altcoins mostly red 🛑 but BNB holding strong 💪. YTD crypto: mixed but stable. #Crypto #BTC #ETH #Altcoins #MarketUpdate"
X Link 2026-01-29T08:48Z [----] followers, [--] engagements
"💡 $MSFT Cloud Insight 🔹 Microsoft reveals 45% of its $625B commercial cloud backlog comes from OpenAI 🤯 🔹 Highlights deepening reliance on AI partnerships for growth 🤖☁ 🔹 Reinforces Microsoft as a core AI infrastructure player 🌐 #Microsoft #OpenAI #AI #Cloud #MSFT"
X Link 2026-01-29T10:50Z [----] followers, [--] engagements
"Lazard (NYSE: LAZ) Q4 & FY [----] Earnings Q4 [----] Net Revenue: $907M Adjusted Net Revenue: $892M Full-Year [----] Net Revenue: $3.10B Adjusted: $3.03B (+5% YoY) Financial Advisory: record adjusted revenue $1.8B Asset Management AUM: $254B (+12% YoY) Adjusted Net Income: $266M ($2.44/share +9% YoY) GAAP Net Income: $237M ($2.17/share) Shareholder Returns & Management Returned $393M to shareholders (dividends + buybacks) Tracy Farr appointed as CFO Revenue per Financial Advisory MD: $8.9M; [--] new MDs hired Takeaways: Strong growth in Financial Advisory and Asset Management Healthy shareholder"
X Link 2026-01-29T11:49Z [----] followers, [--] engagements
"🚛 $OSK Q4 [----] & [----] Outlook 📊 Q4 Results: Sales: $2.69B 3.5% YoY EPS: $2.10 Adjusted EPS: $2.26 Operating Income: $212M (7.9% of sales) Adjusted: $225.9M (8.4%) Vocational & Access segments drive growth 🔮 [----] Guidance: EPS: $10.90 Adjusted EPS: $11.50 💡 Takeaway: Strong execution across portfolio ramping up NGDV & U.S. fire truck production. Solid fundamentals and margin improvements signal a bullish operational outlook. https://twitter.com/i/web/status/2016854997049188476 https://twitter.com/i/web/status/2016854997049188476"
X Link 2026-01-29T12:44Z [----] followers, [--] engagements
"Marsh & McLennan (MRSH) Q4 CY2025 Highlights: Revenue: $6.60 billion vs analyst estimates of $6.55 billion (8.7% year-on-year growth 0.7% beat) Adjusted EPS: $2.12 vs analyst estimates of $1.97 (7.4% beat) Operating Margin: 18.5% in line with the same quarter last year Free Cash Flow Margin: 45.4% up from 31% in the same quarter last year Market Capitalization: $87.29 billion https://twitter.com/i/web/status/2016863899778195903 https://twitter.com/i/web/status/2016863899778195903"
X Link 2026-01-29T13:19Z [----] followers, [--] engagements
"📅 Thursday Earnings Watch Tech / Consumer Electronics 🍏 AAPL SMSN SAP STM NEC Casio Fuji Electric Finance / Payments 💳 V LPLA AMP CFR ABCB CACC GPI Energy / Materials 🛢 SCCO VLO CNX VEDL EMN MTX Healthcare / Pharma 💊 ROG TMO BDX SAN RMD HOLX [----] Consumer / Retail 🛍 DECK SBH Insurance / Financial Services 🏦 FHI PMT PFSI Other / Miscellaneous ⚡ KLAC OSIS https://twitter.com/i/web/status/2016868372336525816 https://twitter.com/i/web/status/2016868372336525816"
X Link 2026-01-29T13:37Z [----] followers, [---] engagements
"💾 SanDisk ($SNDK) Q2 Earnings Massive Beat Topline Revenue: $3.03B vs $2.64B est ✅ Profitability EPS: $5.15 Adj. EPS: $6.20 vs $3.33 est ✅ Adj. Net Income: $967M vs $498M est ✅ Adj. Operating Income: $1.13B vs $633M est ✅ Adj. Gross Margin: 51.1% 🔮 Q3 Outlook Revenue: $4.4B $4.8B Adj. EPS: $12 $14 📊 Takeaway: Explosive earnings beat driven by data-center demand and strong margin expansion. Forward guidance implies sharp sequential acceleration. https://twitter.com/i/web/status/2016983755999891679 https://twitter.com/i/web/status/2016983755999891679"
X Link 2026-01-29T21:16Z [----] followers, [--] engagements
"👟 Deckers Brands ($DECK) Q3 FY2026 Earnings Topline & Profitability Revenue: $1.96B (+7.1% YoY record) Diluted EPS: $3.33 (+11% YoY record) Operating Income: $614.4M (vs $567.3M YoY) Gross Margin: 59.8% (slight YoY compression) Brand Performance HOKA: $628.9M (+18.5% YoY) UGG: $1.31B (+4.9% YoY) Other Brands: $23.2M (-55.5% YoY) Channel Trends Wholesale: $864.6M (+6.0%) DTC: $1.09B (+8.1%) DTC Comp Sales: +7.3% Geographic Mix U.S.: $1.20B (+2.7%) International: $756.7M (+15.0%) 🔮 FY2026 Outlook (Raised) HOKA Revenue: Mid-teens % growth UGG Revenue: Mid-single-digit % growth Diluted EPS:"
X Link 2026-01-29T21:39Z [----] followers, [--] engagements
"🟣 adidas AG Earnings & Capital Action Snapshot 👟 Record Revenues (FY 2025) Revenue: 24.81bn (13% currency-neutral) Q4 Revenue: 6.08bn (11% currency-neutral) Growth driven by double-digit expansion across all markets & channels 📈 Profitability Strengthens Gross Margin: 51.6% (0.8pp YoY) Operating Profit: 2.06bn (700m YoY) Operating Margin: 8.3% (from 5.6% in 2024) Q4 Operating Profit: 164m (more than doubled YoY) 💶 Currency Headwinds Absorbed 1bn negative FX impact margins still expanded Higher tariffs offset by pricing mix and cost discipline 🔁 Share Buyback Announced Up to 1bn buyback"
X Link 2026-01-30T08:08Z [----] followers, [--] engagements
"🟣 adidas AG FY2025 Record Revenues & Share Buyback 👟 Record Revenues (FY 2025) Total revenue: 24.81bn 10% YoY (currency-neutral +13%) Q4 revenue: 6.08bn 1011% YoY Gross margin: 51.6% 0.8pp YoY Operating profit: 2.06bn 700m YoY Operating margin: 8.3% (from 5.6% in 2024) 🔁 Share Buyback Up to 1bn buyback planned for [----] Funded by strong cash flow Repurchased shares will be cancelled boosting EPS 📈 Market Takeaway Strong revenue growth margin expansion and a major share buyback signal management confidence and shareholder-friendly capital allocation."
X Link 2026-01-30T08:18Z [----] followers, [--] engagements
"🚀 AI & Energy Momentum Watch: AI Data Platforms $PLTR $SNOW $MDB $NOW"
X Link 2026-01-30T08:46Z [----] followers, [---] engagements
"Transportation & Logistics 🚚 $FDX $UPS $ZIM 💡 No tariffs = lower costs & improved profitability"
X Link 2026-01-30T08:47Z [----] followers, [---] engagements
"🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥 Servers OEMs (Computing) $DELL $SMCI $JBL 🔌 Power Systems (Infrastructure) $FLEX $ETN $VRT 🔋 Power Electronics (Chips & Modules) $STM $ADI $MPWR $NVTS $ON https://twitter.com/i/web/status/2017157931041435962 https://twitter.com/i/web/status/2017157931041435962"
X Link 2026-01-30T08:48Z [----] followers, [---] engagements
"🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings ✅ Diversification + defensive exposure"
X Link 2026-01-30T08:49Z [----] followers, [---] engagements
"🛡 Top [--] Cybersecurity Companies by Market Cap [--] Palo Alto Networks (PANW) $122.81B $176.20 USA [--] CrowdStrike (CRWD) $112.08B $444.62 USA [--] Cloudflare (NET) $63.18B $180.39 USA [--] Fortinet (FTNT) $62.45B $81.51 USA [--] Zscaler (ZS) $31.99B $200.63 USA [--] Leidos (LDOS) $24.01B $187.19 USA [--] CyberArk Software (CYBR) $21.66B $429.15 Israel [--] Check Point Software (CHKP) $19.13B $178.21 Israel [--] F5 (FFIV) $16.41B $282.53 USA 🔟 Okta (OKTA) $15.18B USA 💡 Notes: U.S. dominates the cybersecurity market. Israel contributes two major players with strong enterprise security focus. Market caps range from"
X Link 2026-01-30T09:35Z [----] followers, [--] engagements
"LyondellBasells Q4 [----] results: [--]. Adjusted EPS: Reported: $0.26 (loss per share) Estimate: $0.24 ⚠ Miss the company posted a loss vs a small expected profit [--]. Sales & Operating Revenue: Reported: $7.09B Estimate: $6.9B ✅ Beat revenue slightly higher than expected [--]. Adjusted EBITDA: Reported: $417M Estimate: $477.6M ⚠ Miss profitability below expectations Quick Takeaways: Revenue beat shows solid sales activity despite challenging margins. Loss and lower-than-expected EBITDA suggest margins and costs were pressure points likely from feedstock costs or market softness. Overall top-line"
X Link 2026-01-30T11:48Z [----] followers, [----] engagements
"🚗 Waymo Funding Alert 💰 Target Raise: $16B 🏷 Valuation: $110B 🏢 Alphabet Contribution: $13B 🤝 External Investors: Sequoia Capital DST Global Dragoneer 🔒 Status: Private discussions underway 📌 Comment: One of the largest funding rounds in autonomous vehicles strong vote of confidence for Waymo and Alphabets robotaxi ambitions. https://twitter.com/i/web/status/2017692778935775271 https://twitter.com/i/web/status/2017692778935775271"
X Link 2026-01-31T20:13Z [----] followers, [--] engagements
"⚡ Micron ($MU) Coverage Update Phillip Securities analyst Yik Ban Chong initiates Buy with $500 PT. Key points: High demand for high-bandwidth memory (HBM) products Micron poised to chip away at SK Hynixs market share as HBM4 ramps post-Q2 #Micron #Semiconductors #HBM #TechStocks https://twitter.com/i/web/status/2018240733690355780 https://twitter.com/i/web/status/2018240733690355780"
X Link 2026-02-02T08:31Z [----] followers, [--] engagements
"$MU - MICRON TECHNOLOGY SHARE PRICE DOWN 1.08% PRE MARKET"
X Link 2026-02-02T08:31Z [----] followers, [---] engagements
"Today's Key Events (All EST) 2.2.2026 09:45: US S&P Manufacturing PMI 10:00: US ISM Manufacturing PMI 12:30: Fed's Bostic 15:00: US Treasury QRA Estimates Companies Reporting Before Open 2.2.2026 06:00: Revvity $RVTY 06:30: IDEXX Laboratories $IDXX 06:40: Disney $DIS 06:45: Aptiv $APTV 07:15: Twist Bioscience $TWST 07:00: NAPCO Security Technologies $NSSC 07:00: Alliance Resource Partners $ARLP 07:30: Tyson Foods $TSN 08:00: Hess Midstream $HESM Comopanies After Hours 2.2.2026 16:00: Woodward $WWD 16:05: Palantir $PLTR 16:05: Simon Property Group $SPG 16:05: Rambus $RMBS 16:05: DaVita $DVA"
X Link 2026-02-02T08:47Z [----] followers, [--] engagements
"📊 Revvity ($RVTY) Q4 & Full-Year [----] Results Q4 [----] Revenue: $772M (+6% YoY; +4% organic) GAAP EPS: $0.87 from $0.78 Adjusted EPS: $1.70 from $1.42 GAAP Op. Margin: 14.5% Adjusted Op. Margin: 29.7% FY [----] Revenue: $2.856B from $2.755B GAAP EPS: $2.07 from $2.20 Adjusted EPS: $5.06 from $4.90 GAAP Op. Margin: 12.5% Adjusted Op. Margin: 27.1% ✅ CEO Prahlad Singh: Portfolio transformation positions us well to capitalize on improving end market conditions and deliver differentiated results. #Revvity #RVTY #Earnings #Biotech #TechStocks https://twitter.com/i/web/status/2018282520819671158"
X Link 2026-02-02T11:17Z [----] followers, [--] engagements
"⚡ Aptiv ($APTV) Q4 & FY2025 Earnings 📅 Fourth Quarter 2025: Revenue: $5.2B (+5% YoY; +3% ex-currency & commodities) GAAP Net Income: $138M EPS: $0.64 GAAP / $1.86 adjusted Adjusted Operating Income: $607M; Adjusted EBITDA: $798M Cash from Operations: $818M 📅 Full Year 2025: Revenue: $20.4B (+3% YoY; +2% ex-currency & commodities) GAAP Net Income: $165M (includes $648M non-cash goodwill impairment) EPS: $0.75 GAAP / $7.82 adjusted Adjusted Operating Income: $2.461B; Adjusted EBITDA: $3.228B Cash from Operations: $2.185B 🧠 Takeaway: Aptiv delivered record annual revenue and adjusted earnings"
X Link 2026-02-02T11:58Z [----] followers, [--] engagements
"$APTV - APTIV SHARES UP 0.01% PRE MARKET"
X Link 2026-02-02T11:58Z [----] followers, [--] engagements
"🤖 AI IS REBUILDING THE INTERNET 🧠 MEMORY the new foundation $MU $SNDK Inference never pauses. Memory is becoming core infrastructure. 📡 DATA always on $PL Persistent AI requires continuous real-world data streams. ⚙ COMPUTE & INFERENCE demand engines $AMZN $TSLA Inference is everywhere: cloud edge cars robots. 🔌 CONNECTIVITY the bottleneck $AVGO $MRVL If data cant move fast AI stalls. 🛰 SPACE the transport layer $RKLB $ASTS Orbital logistics and global cellular extend AI reach. ⚡ POWER the silent constraint $VRT $ETN AI only scales if power cooling and electrical infrastructure scale. 🧠"
X Link 2026-02-02T18:33Z [----] followers, [---] engagements
"$FN Q2 FY [----] RESULTS Headline take: Fabrinet delivered record revenue and earnings beat guidance and issued strong Q3 outlook. 🔑 Q2 FY [----] HIGHLIGHTS 🔹 Revenue: $1.133B (record) 🔹 Y/Y growth: +35.9% 🔹 GAAP EPS: $3.11 (vs $2.38) 🔹 Non-GAAP EPS: $3.36 📈 Q3 FY [----] GUIDANCE 🔹 Revenue: $1.15$1.20B 🔹 GAAP EPS: $3.22$3.37 🔹 Diluted shares: 36.3M 🎯 BOTTOM LINE 🔹 Broad-based program strength 🔹 Record operating leverage 🔹 Momentum carrying into Q3 https://twitter.com/i/web/status/2018438936066957368 https://twitter.com/i/web/status/2018438936066957368"
X Link 2026-02-02T21:38Z [----] followers, [--] engagements
"$DOC Q4 [----] RESULTS & STRATEGIC UPDATE Headline take: Healthpeak Properties reported steady Q4 results while outlining major strategic moves to unlock value and recycle capital.🔑 STRATEGIC UPDATE 🔹 Announced planned IPO of Janus Living a senior housing REIT to unlock portfolio value 🔹 Targeting $1B of asset sales / recapitalizations in [----] 🔹 Recycling capital into higher-growth outpatient medical and life science assets 🔹 Investing in technology and automation to improve operations 🔹 Sees life science fundamentals near an inflection point with recovery gradual📊 Q4 [----] HIGHLIGHTS 🔹"
X Link 2026-02-02T21:43Z [----] followers, [--] engagements
"$NJR Q1 FY [----] RESULTS & GUIDANCE UPDATE Headline take: New Jersey Resources reported Q1 results and raised full-year earnings guidance. 🔑 Q1 FY [----] HIGHLIGHTS 🔹 Net income: $122.5M ($1.22/share) 🔹 Net financial earnings (NFE): $118.2M ($1.17/share) 🔹 Y/Y decline driven by a prior-year solar asset sale partially offset by stronger utility and energy services results 📈 FY [----] GUIDANCE (RAISED) 🔹 NFEPS: $3.28$3.43 (from $3.03$3.18) 🔹 Increase driven by strong Energy Services performance 🔹 Long-term growth target: 79% annually 🎯 BOTTOM LINE 🔹 Core utility and energy services"
X Link 2026-02-02T21:45Z [----] followers, [--] engagements
"$LEXSTEEL Q2 RESULTS Headline take: Lexsteel reported solid Q2 results while actively managing tariff-related pressure. 🔑 Q2 HIGHLIGHTS 🔹 Sales: $118.2M 🔹 Net income: $6.64M 🔹 EPS: $1.18 🔹 Gross margin: 22.7% ⚠ OUTLOOK 🔹 Tariffs creating near-term pressure 🔹 Company managing pricing costs and supply chains to offset impact https://twitter.com/i/web/status/2018443683675165043 https://twitter.com/i/web/status/2018443683675165043"
X Link 2026-02-02T21:57Z [----] followers, [--] engagements
"💥 BIG EARNINGS WEEK FEB [--] [----] 📅 TUESDAY 🔹 $AMD ⚡ Q4 (PM) reports today 🔹 $MRK 💊 Q4 (AM) 🔹 $PEP 🥤 Q4 (AM) 🔹 $PFE 💊 Q4 (AM) 🔹 $NTDOY 🎮 Q3 🔹 $PYPL 💳 Q4 (AM) 🔹 $CMG 🌯 Q4 (PM) 🔹 $EA 🎮 Q3 (PM) 🧠 FOCUS TODAY 🔹 Advanced Micro Devices ($AMD) in the spotlight 🔹 AI data center and GPU commentary will be key market drivers Bottom line: Heavy-hitter earnings with AI consumer and healthcare all in play expect volatility and big moves. https://twitter.com/i/web/status/2018601257657565284 https://twitter.com/i/web/status/2018601257657565284"
X Link 2026-02-03T08:23Z [----] followers, [---] engagements
"⚡ WHY $AMD COULD SURPRISE THE MARKET Advanced Micro Devices is coming into earnings with a bullish setup: 🔹 AI momentum: Strong demand for MI300 accelerators in data centers 🔹 Data center growth: Share gains vs competitors as customers diversify AI spend 🔹 Client rebound: PC market stabilizing helping CPUs 🔹 Guidance leverage: Any upside to AI or data center outlook could move the stock fast 🔹 Trend support: Shares in an uptrend heading into earnings momentum traders watching closely Bottom line: Expectations are high but AI commentary + forward guidance are the real catalysts. A modest"
X Link 2026-02-03T08:23Z [----] followers, [--] engagements
"BRITISH PRECIOUS METALS MINERS JUMP IN EARLY TRADE UK-listed precious metals miners are higher in early trading: 🔹 Antofagasta +4.8% 🔹 Fresnillo +4.6% 🔹 Hochschild Mining +3.7% Bottom line: Strength in gold and silver prices is lifting UK mining stocks in early trade"
X Link 2026-02-03T08:31Z [----] followers, [---] engagements
"Today's Key Events 3.2.2026 08:00: Feds Barkin 09:40: Feds Bowman 13:00: US 30-Year TIPS Auction Companies Reporting Before Open - 3.2.2026 06:00: PayPal $PYPL 06:00: PepsiCo $PEP 06:00: Gartner $IT 06:00: ADM 06:00: $BALL 06:00: EPD 06:00: Willis Towers Watson $WTW 06:05: Atkore $ATKR 06:30: Merck & Co $MRK 06:30: Eaton $ETN 06:30: MPLX 06:30: MPC 06:30: GPK 06:45: Pfizer $PFE 06:45: Capri Holdings $CPRI 06:50: PJT Partners 06:50: Pentair $PNR 06:55: AMETEK $AME 06:55: Rithm Capital $RITM 07:00: fuboTV $FUBO 07:30: Hubbell $HUBB 07:40: $ATI 07:45: Galaxy Digital $GLXY Companies Reporting"
X Link 2026-02-03T09:33Z [----] followers, [---] engagements
"⛽ Marathon Petroleum FY2025 Earnings cash gusher refining fires Q4 2025: Net income: $1.5B ($5.12/sh) 🔥 Adj. net income: $1.2B ($4.07/sh) Refining utilization: 9495% Margin capture: 105% (excellent execution) FY2025 highlights: Net income: $4.0B ($13.22/sh) Adj. EBITDA: $11.96B Operating cash flow: $8.3B Capital returns: $4.5B in [----] 💸 [----] capital outlook: MPC standalone capex: $1.5B MPLX capex: $2.7B Focus: Permian Gulf Coast pipelines processing & export-linked growth (20262029) ⚠ Watch-outs: Renewable Diesel: FY adj. EBITDA - $110M (structural pressure) Corporate costs: Q4 up to $236M"
X Link 2026-02-03T11:44Z [----] followers, [--] engagements
"ATI (NYSE: ATI) Cash engine + margin story intact Q4 & FY2025 snapshot Q4 sales: $1.18B Q4 net income: $96.6M ($0.69/sh) Q4 adj. EBITDA: $231.9M (19.7% margin) FY2025 sales: $4.59B (highest since 2012) FY2025 net income: $404.3M ($2.85/sh) FY2025 operating cash flow: $614M (+50%+ YoY) FY2025 adj. EBITDA: $859.3M (+18% YoY) $ATI- ATI SHARES UP 4.28% PRE MARKET https://twitter.com/i/web/status/2018671308347707461 https://twitter.com/i/web/status/2018671308347707461"
X Link 2026-02-03T13:01Z [----] followers, [--] engagements
"🚨🔼 JPMorgan upgrades SoFi entry point achieved SoFi Technologies ($SOFI) was upgraded to Overweight from Neutral at JPMorgan by analyst Reginald Smith with the price target left unchanged at $31. 🧠 JPMs rationale Post-earnings selloff = opportunity Shares are down 10% since the Q4 call despite record results. FY26 guidance impressed EBITDA outlook beat expectations reinforcing operating leverage. Business momentum called undeniable Record member growth Record deposit inflows Improving funding mix + scale benefits JPMorgan says this is the entry point they were waiting for. 📌 Market read"
X Link 2026-02-03T13:15Z [----] followers, [--] engagements
"INTEL $INTC CEO: U.S. IS NOW BEHIND CHINA ON OPEN SOURCE AI"
X Link 2026-02-03T18:56Z [----] followers, [--] engagements
"🚨 $INTC CEO: We have a couple of customers knocking on the door now that Intel 18A process technology is doing well. 💡 Why it matters: Signals early external demand for Intel Foundry Validates progress on 18A a critical next-gen node Strengthens Intels bid to compete with TSMC & Samsung Supports the strategy behind U.S.-based advanced manufacturing 📌 Bottom Line: If 18A converts interest into contracts Intels foundry turnaround narrative gains real traction. #INTC #Intel #Semiconductors #Foundry #18A #TechStocks https://twitter.com/i/web/status/2018761005216444673"
X Link 2026-02-03T18:58Z [----] followers, [---] engagements
"🚨 Michael Saylors Strategy Is Now Down $800M on Its Bitcoin Holdings 📉 The recent crypto selloff has pushed Strategy (formerly MicroStrategy) deep into unrealized losses on its BTC position. 💡 Context: Strategy is the largest corporate holder of Bitcoin Losses are unrealized unless BTC is sold High leverage amplifies both upside and downside 📌 Why it matters: Tests the durability of the Bitcoin-treasury strategy Adds pressure amid volatile crypto markets Reinforces how sensitive corporate BTC bets are to drawdowns 👤 Led by Michael Saylor 📍 Bottom Line: This is the dark side of"
X Link 2026-02-03T19:00Z [----] followers, [--] engagements
"LUMEN TECCHNOLGIES Q4 [----] Revenue: $3.041B (down YoY) Adjusted EBITDA: $767M vs $1.052B last year Free Cash Flow: $765M (Q4 burn even excluding special items) Net income flipped from +$85M $2M EPS looks better only when excluding special items headline results are flat to negative. Full Year [----] Revenue: $12.402B (down YoY) Adjusted EBITDA: $3.360B vs $3.939B in [----] Free Cash Flow: $1.041B down from $1.386B Reported net loss: $1.739B (large impairment / special items impact) This confirms: the legacy decline is still overpowering growth for now."
X Link 2026-02-03T21:12Z [----] followers, [--] engagements
"$CMG Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.00B (Est. $2.96B) 🟢; +4.90% YoY 🔹 EPS: $0.25 (Est. $0.24) 🟢; +4.20% YoY FY26 Guide: 🔹 Comp restaurant sales: about flat (Est. +2%) 🔴 🔹 New restaurant openings: [---] to [---] 🔹 Company-owned restaurants with a Chipotlane: 80% 🔹 Underlying effective tax rate: 24% to 26% (before discrete items) Other Metrics: 🔹 Comparable restaurant sales: -2.50% 🔹 Transactions: -3.20% 🔹 Digital sales mix: 37.20% of total f&b revenue 🔹 Restaurant level operating margin: 23.40% 🔹 Operating margin: 14.10% 🔹 Q4 openings: [---] company-owned (97 with Chipotlane)"
X Link 2026-02-03T21:18Z [----] followers, [---] engagements
"$LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢"
X Link 2026-02-03T21:19Z [----] followers, [---] engagements
"Mercury Systems Q2 FY26 EARNINGS HIGHLIGHTS 🔹 Revenue: $233M 🔹 Bookings: $288M (+18.6% YoY) 🔹 Book-to-bill: [----] 🟢 🔹 Adj. EBITDA: $30M (+36% YoY) 🔹 Adj. EBITDA margin: 12.9% 🔹 Adj. EPS: $0.16 (vs. $0.07 YoY) 🔹 Operating cash flow: $52M 🔹 Free cash flow: $46M Backlog 🔹 Total backlog: $1.5B 🔹 Next [--] months: $807M Bottom line: Bookings strength + margin expansion + solid cash flow. Defense demand remains healthy execution improving sentiment steady https://twitter.com/i/web/status/2018798451493163249 https://twitter.com/i/web/status/2018798451493163249"
X Link 2026-02-03T21:27Z [----] followers, [--] engagements
"Mondelez International Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.50B (Est. $10.31B) 🟢 🔹 Adj. EPS: $0.72 (Est. $0.70) 🟢 FY26 GUIDANCE 🔹 Adj. EPS growth (CC): 0% to +5% 🔹 Organic net revenue growth: 0% to +2% (Est. +2.77%) 🔴 🔹 Free cash flow: $3.0B Bottom line: Beat the quarter but FY26 growth outlook is conservative cash flow solid top-line momentum muted. https://twitter.com/i/web/status/2018798930163605665 https://twitter.com/i/web/status/2018798930163605665"
X Link 2026-02-03T21:29Z [----] followers, [--] engagements
"Electronic Arts Q3 FY26 EARNINGS HIGHLIGHTS 🔹 Net bookings: $3.046B (+38% YoY) 🟢 🔹 Revenue: $1.901B 🔹 Operating cash flow: $1.826B 🔹 TTM operating cash flow: $2.522B Franchise Performance 🔹 Battlefield 6: Best-selling shooter of 2025; record engagement 🟢 🔹 EA SPORTS FC: Net bookings +high single digits YoY (ex-timing) 🔹 Apex Legends: Net bookings +double digits YoY Bottom line: Blockbuster Battlefield launch + strong live-service franchises drove record bookings and massive cash flow. Execution strong sentiment steady https://twitter.com/i/web/status/2018799320162836849"
X Link 2026-02-03T21:30Z [----] followers, [--] engagements
"$VRNS Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $173.4M (Est. $168.5M) 🟢 🔹 EPS: $0.08 (Est. $0.03) 🟢 Q1 Guide 🔹 EPS: -$0.06 to -$0.05 (Est. $0.05) 🔴 🔹 Revenue: $164M$166M (Est. $164M) 🟢 FY26 Guide: 🔹 EPS: $0.06$0.10 (Est. $0.34) 🔴 🔹 Revenue: $722M$730M (Est. $718M) 🟢"
X Link 2026-02-03T21:34Z [----] followers, [---] engagements
"Amcor Reports Solid Second Quarter Results and Reaffirms Fiscal [----] Guidance Net sales $5449 million up 68% driven by the Berry acquisition GAAP Net income $177 million including acquisition related costs and GAAP diluted EPS of $0.38 Acquisition synergies of $55 million at upper end of expectations and targets reaffirmed Adjusted EBITDA $826 million up 83% and adjusted EBIT $603 million up 66% Adjusted EBITDA margin of 15.2% up from 14% and adjusted EBIT margin of 11.1% flat Adjusted EPS of $0.86 up 7% Free Cash Flow $289 million including Berry transaction restructuring and integration"
X Link 2026-02-03T21:57Z [----] followers, [--] engagements
"Match Group (MTCH) Q4 CY2025 Highlights: Revenue: $878 million vs analyst estimates of $871.6 million (2.1% year-on-year growth 0.7% beat) EPS (GAAP): $0.83 vs analyst estimates of $0.71 (17.3% beat) Adjusted EBITDA: $370 million vs analyst estimates of $352.1 million (42.1% margin 5.1% beat) Revenue Guidance for Q1 CY2026 is $855 million at the midpoint roughly in line with what analysts were expecting EBITDA guidance for Q1 CY2026 is $317.5 million at the midpoint above analyst estimates of $299.4 million Operating Margin: 32.4% up from 26% in the same quarter last year Free Cash Flow"
X Link 2026-02-03T22:03Z [----] followers, [--] engagements
"$SMCI Super Micro Computers Q2 [----] Earnings Adjusted EPS 69c est. 49c Adjusted gross margin 6.4% est. 6.52% Sees 3Q net sales at least $12.3b est. $10.25b Net sales $12.68b est. $10.43b Sees FY net sales at least $40.0b saw at least $36b"
X Link 2026-02-03T22:07Z [----] followers, [---] engagements
"BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high volatility"
X Link 2026-02-04T07:21Z [----] followers, [--] engagements
"Snapshot of Asia Markets JP225 (Nikkei) [-----] 0.46% Shanghai [----] 0.86% CSI [---] [----] 0.83% Shanghai [--] [----] 1.14% CH50 (Hang Seng China) [-----] 1.13% Sensex [-----] 0.06% DSE Broad [----] 0.36% JCI [----] 0.12% TASI [-----] 0.04% TSI [-----] 0.24% 🔥 What stands out: Japan pauses today but trend remains dominant (+40% YoY) China equities broadly green state support + valuation catch-up vibes Hang Seng China stabilizing after recent monthly weakness India consolidating near highs momentum cooling short-term Indonesia still under pressure monthly/YTD despite solid YoY Saudi market quietly strong YTD but"
X Link 2026-02-04T07:32Z [----] followers, [--] engagements
"NOVO NORDISK CEO: SALES OF WEEGOVY PILL REACHED APPROXIMATELY [-----] IN THE WEEK ENDING JANUARY [--] OF WHICH AROUND [-----] WAS VIA SELF-PAY"
X Link 2026-02-04T07:32Z [----] followers, [--] engagements
"📅 Wednesday 🔥 Earnings Watch Alphabet ($GOOG) 🤖 Q4 PM Eli Lilly ($LLY) 💊 Q4 AM AbbVie ($ABBV) 💊 Q4 AM **Qualcomm 📱 Q1 PM Uber ($UBER) 🚗 Q4 AM Vertex Pharmaceuticals ($VRTX) 💊 Q4 PM Snap ($SNAP) 📱 Q4 PM 🔥 Market focus today: GOOG = AI monetization ads cloud margins (the main event ) LLY / ABBV / VRTX = healthcare heavyweight read-through QCOM = handset demand + AI chips narrative UBER = profitability + guidance credibility SNAP = volatility grenade after the bell 💣 https://twitter.com/i/web/status/2018952305412915566 https://twitter.com/i/web/status/2018952305412915566"
X Link 2026-02-04T07:38Z [----] followers, [--] engagements
"🧪 GSK forecasts slower sales growth in [----] 👤 New CEO Miels takes the helm 📉 Outlook weighs on sentiment despite solid near-term execution 🔥 What stands out: Guidance reset leadership change market hates uncertainty Signals post-2025 growth digestion after recent product momentum Puts pressure on pipeline delivery under new CEO Defensive name but multiple expansion likely capped short-term https://twitter.com/i/web/status/2018954930908786764 https://twitter.com/i/web/status/2018954930908786764"
X Link 2026-02-04T07:49Z [----] followers, [--] engagements
"💊 Novo Nordisk at [-----] (-18%) is a sentiment crash not a fundamentals collapse. Whats actually causing this rot [--] things hit at once (worst combo): [----] guidance shock The market was priced for perpetual GLP-1 dominance. Low single-digit growth nukes that narrative instantly. Obesity trade crowded forced unwind Funds were overweight. When guidance disappointed sell first ask later. Lilly shadow Any hint of slower growth = fear of pricing pressure + share defense even if data still favors Novo in parts. This is multiple compression not earnings collapse. When does this stop"
X Link 2026-02-04T08:15Z [----] followers, [--] engagements
"Companies Reporting After Hours - 4.2.2026 16:00: Alphabet $GOOGL 16:00: $PTC 16:00: Qualcomm $QCOM 16:00: FormFactor $FORM 16:05: $ARM 16:05: Crown Holdings $CCK 16:05: Fluence Energy $FLNC 16:05: Lantronix $LTRX 16:05: Tenable $TENB 16:05: e.l.f. Beauty $ELF 16:05: Coherent $COHR 16:05: $AMSC 16:10: Chubb $CB 16:10: Clorox $CLX 16:10: McKesson $MCK 16:10: $SNAP 16:15: Modine Manufacturing $MOD 16:15: Crown Castle International $CCI 16:15: EnerSys $ENS 16:15: MetLife $MET 16:20: O'Reilly Automotive $ORLY 16:35: WEX $WEX 17:45: NOV $NOV 18:00: Allstate $ALL"
X Link 2026-02-04T09:01Z [----] followers, [---] engagements
"⚡ Enphase Energy ($ENPH) Q425 Earnings Highlights - RECAP 🔹 Revenue: $343.3M vs $340.5M est. 🟢 🔹 Non-GAAP EPS: $0.71 vs $0.68 est. 🟢 🔹 Non-GAAP Gross Margin: 46.1% (very strong) 🔹 IQ Battery Shipments: [-----] MWh 🔹 Microinverter Shipments: 1.55M units 🔥 What stands out: Margins remain elite despite tough solar demand backdrop Storage attach rates improving batteries doing heavy lifting Operational execution clearly stabilizing after prior downturn If you want I can add: 📈 Why the market might still fade this (and why that could be wrong) ⚖ ENPH vs SEDG setup 🎯 Post-earnings trade"
X Link 2026-02-04T09:05Z [----] followers, [--] engagements
"Cathie Wood's ARK Investment bought 90K shares of Robinhood $HOOD yesterday"
X Link 2026-02-04T09:46Z [----] followers, [--] engagements
"$COR Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $85.90B (Est. $86.02B) 🔴 🔹 EPS: $4.08 (Est. $4.04) 🟢 FY26 Guide: 🔹 EPS: $17.45$17.75 (Est. $17.59) 🟡"
X Link 2026-02-04T11:37Z [----] followers, [--] engagements
"YUM BRANDS Q4 ADJ EPS $1.73 VS ESTIMATE $1.77 Q4 REV $2.51 BLN VS ESTIMATE $2.45 BLN Q4 WORLDWIDE SAME-STORE SALES UP 3% VS IBES ESTIMATE 2.74% Q4 KFC DIVISION SAME-STORE SALES UP 3% Q4 TACO BELL DIVISION SAME-STORE SALES UP 7%"
X Link 2026-02-04T12:05Z [----] followers, [--] engagements
"$ABBV () Q4 2025: Headline: Solid beat overall with one tiny blemish. Adj EPS: $2.71 vs $2.65 est. ✅ Clean earnings beat margin control and mix still doing work. Revenue: $16.62B vs $16.42B est. ✅ Top line came in stronger than expected which is what the market really wants post-Humira. Rinvoq: $2.37B vs $2.38B est. ⚠ Basically in line but technically a $10M miss. This is the only number bears can nitpick. How this usually plays: Bulls focus on EPS + total revenue beats reinforces confidence in the immunology transition. Bears point to Rinvoq being a hair light expectations are getting tight."
X Link 2026-02-04T12:58Z [----] followers, [--] engagements
"Crypto-linked stocks sold off after Bitcoin fell 2.7% dragging down the broader crypto equity complex. Biggest decliners among U.S.-listed names: Coinbase 5.9% Riot Platforms 9.2% Bitfarms 9.1% Hut [--] Mining 13% MARA Holdings 6.8% Crypto ETFs also dropped: ProShares Bitcoin Strategy ETF 3.5% iShares Bitcoin Trust 3.4% Takeaway: This was a classic high-beta reactioncrypto equities and ETFs amplified Bitcoins move as traders reduced risk especially in miners which tend to act like leveraged plays on BTC price action. https://twitter.com/i/web/status/2019065864792809975"
X Link 2026-02-04T15:09Z [----] followers, [--] engagements
"$QCOM Qualcomm Q1 [----] Earnings Adjusted EPS $3.50 est. $3.41 Revenue $12.25B est. $12.21B Near-term handsets outlook impacted by industry-wide memory supply constraints Remains on track to achieve fiscal [----] revenue goals Sees Q2 revenue $10.2B to $11.0B est. $11.12B Sees Q2 adjusted EPS $2.45 to $2.65 est. $2.89 https://twitter.com/i/web/status/2019154523613458663 https://twitter.com/i/web/status/2019154523613458663"
X Link 2026-02-04T21:02Z [----] followers, [---] engagements
"$GOOGL Alphabet Q4 [----] Earnings Snapshot Alphabet delivered a mixed but mostly strong quarter with revenue beats offset by margin and capex surprises. Top-line beats Revenue: $113.83B vs $111.4B est. Revenue ex-TAC: $97.23B vs $95.17B Google Services: $95.86B vs $94.9B Advertising: $82.28B vs $80.89B Search & Other: $63.07B vs $61.37B YouTube Ads: $11.38B vs $11.78B (miss) Google Cloud: $17.66B vs $16.2B (clear beat) Pressure points Operating income: $35.93B vs $36.95B est. (slight miss) Capex: $91.45B vs $28.17B est. (massive overshoot) Market read Core ads and Search remain very strong"
X Link 2026-02-04T21:06Z [----] followers, [---] engagements
"Fluence Energy $FLNC Q1 FY2026 Earnings Summary Fluence Energy posted explosive top-line growth in Q1 FY26 but profitability remains the key investor concern. Q1 FY2026 Results (ended Dec [--] 2025) Revenue: $475.2M (+154.4% YoY) GAAP gross margin: 4.9% Adjusted gross margin: 5.6% Net loss: $62.6M Adjusted EBITDA: $(52.1)M Order intake: $750M Backlog: $5.5B (record) FY2026 Guidance (Reaffirmed) Revenue: $3.2B$3.6B (midpoint $3.4B) Adjusted EBITDA: $40M$60M (midpoint $50M) ARR target: $180M Liquidity: $1.1B total Includes $378.3M in revolver capacity Positives Triple-digit revenue growth"
X Link 2026-02-04T21:15Z [----] followers, [---] engagements
"Crown Holdings $CCK Q4 & FY2025 Summary Crown Holdings posted a strong [----] marked by double-digit EPS growth record free cash flow and meaningful balance-sheet improvement while guiding to a more normalized cash profile in [----]. Key Results (FY2025) Adjusted diluted EPS: $7.79 (+22% YoY) Reported diluted EPS: $6.38 Net sales: $12.37B Adjusted free cash flow: $1.146B (record) Capital returns: $625M to shareholders Net leverage: 2.5x (lowest in over [--] years) [----] Guidance Adjusted diluted EPS: $7.90$8.30 Adjusted free cash flow: $900M Capital spending: $550M Positives Strong earnings momentum"
X Link 2026-02-04T21:17Z [----] followers, [--] engagements
"e.l.f. Beauty $ELF Q3 FY2026 Earnings Summary (Raises Outlook) e.l.f. Beauty delivered another blowout quarter extending its streak of category-leading growth and prompting a raised FY2026 outlook. Q3 FY2026 Highlights (Three Months Ended Dec [--] 2025) Net sales: $489.5M (+38% YoY) Growth across U.S. and international both retail and e-commerce Market share: +130 bps for e.l.f. Cosmetics brand Gross margin: 71% (down [--] bps YoY) Tariff pressure partially offset by pricing and mix GAAP net income: $39.4M Adjusted net income: $74.5M GAAP EPS: $0.65 Adjusted EPS: $1.24 Adjusted EBITDA: $123.0M"
X Link 2026-02-04T21:22Z [----] followers, [--] engagements
"$COHR Q2 FY2026 Earnings Summary Coherent delivered a clean beat-and-raise quarter driven by datacenter/communications strength and improving industrial demand. Q2 FY2026 Highlights Revenue: $1.69B vs $1.64B est. 🟢 (+17% YoY) Adj. EPS: $1.29 vs $1.21 est. 🟢 (+35% YoY) Adj. Gross Margin: 39.0% (+77 bps YoY) Adj. Operating Income: $336M (+26.8% YoY) Adj. Operating Margin: 19.9% (+147 bps YoY) Adj. Net Earnings: $248M (+34.3% YoY) Pro forma revenue growth: +22% YoY excluding the sold Aerospace & Defense business. Q3 FY2026 Guidance Revenue: $1.70B$1.84B (vs $1.71B est.) 🟡 Adj. EPS: $1.28$1.48"
X Link 2026-02-04T21:25Z [----] followers, [---] engagements
"AMSC $AMSC Q3 FY2025 Earnings Summary American Superconductor reported a solid operating quarter with strong revenue growth healthy margins and expanding backlog though GAAP results were skewed by a one-time tax benefit. Q3 FY2025 Highlights (Ended Dec [--] 2025) Revenue: $74.5M (+21% YoY) Gross margin: 30% Cash & restricted cash: $147.1M 12-month backlog: $250M One-Time Item $113.1M discrete tax benefit from release of a valuation allowance Inflated GAAP net income and is non-recurring Strategic Updates Acquisition closed: Comtrafo (Dec [--] 2025) Partial-quarter contribution in Q3 Strengthens"
X Link 2026-02-04T22:02Z [----] followers, [---] engagements
"$BOOT Boot Barn Q3 Earnings Summary Boot Barn posted a modest beat on both earnings and revenue while issuing largely in-line FY2026 guidance. Q3 Highlights EPS: $2.79 vs $2.71 est. 🟢 Revenue: $705.6M vs $704.4M est. 🟢 FY2026 Guidance EPS: $7.25$7.35 (vs $7.31 est.) 🟡 Revenue: $2.24B$2.25B (vs $2.24B est.) 🟡 Takeaway Boot Barn continues to execute steadily despite a choppy consumer backdrop. The quarter showed solid demand and margin discipline while the outlook suggests management confidence without overpromising. With guidance essentially in line the stock reaction likely hinges on"
X Link 2026-02-04T22:03Z [----] followers, [--] engagements
"$KMPR Kemper Q4 Earnings Summary Kemper delivered a big earnings beat despite a top-line miss highlighting strong underwriting and cost control. Q4 Highlights EPS: $1.78 vs $0.90 est. 🟢 Revenue: $1.13B vs $1.19B est. 🔴 Takeaway The quarter underscores Kempers operational leverage: profitability improved materially even with softer revenue. Investors will focus on loss ratios pricing discipline and reserve development to assess whether this earnings strength is sustainable going forward. https://twitter.com/i/web/status/2019170537545912492 https://twitter.com/i/web/status/2019170537545912492"
X Link 2026-02-04T22:05Z [----] followers, [--] engagements
"$WOLF Wolfspeed Q2 Earnings Summary Wolfspeed reported a severely disappointing quarter with large misses across earnings revenue and forward guidance. Q2 Highlights EPS: $6.11 vs $0.63 est. 🔴 Revenue: $168.5M vs $199.4M est. 🔴 Q3 Guidance Revenue: $140M$160M vs $162.8M est. 🔴 Takeaway This was a breakdown quarter not just a soft patch. The magnitude of the EPS miss points to serious operational and cost issues while the revenue shortfall and weak Q3 outlook suggest demand visibility is deteriorating particularly in EV and industrial end markets. Until Wolfspeed shows: stabilized"
X Link 2026-02-04T22:09Z [----] followers, [---] engagements
"$DGII Digi International Q1 Earnings Summary Digi International reported a solid Q1 beating expectations on both earnings and revenue. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway The beat reflects steady demand for IoT connectivity and networking solutions with operating discipline allowing incremental revenue upside to flow through to earnings. Digis results support the view of the company as a consistent execution-driven compounder rather than a high-volatility growth story. https://twitter.com/i/web/status/2019171577997455823"
X Link 2026-02-04T22:09Z [----] followers, [--] engagements
"$DGII Digi International Q1 Earnings Summary Digi International delivered a clean beat on both the top and bottom line reflecting steady execution. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway Results point to resilient demand across Digis IoT and connectivity portfolio with operating discipline allowing modest revenue upside to translate into earnings. This keeps Digi in the camp of reliable mid-growth tech names with improving profitability. https://twitter.com/i/web/status/2019171750236549389 https://twitter.com/i/web/status/2019171750236549389"
X Link 2026-02-04T22:10Z [----] followers, [--] engagements
"$SYM Symbotic Q1 Earnings Summary Symbotic posted a mixed quarter with a revenue beat and strong forward guidance but a notable EPS miss. Q1 Highlights EPS: $0.02 vs $0.08 est. 🔴 Revenue: $630M vs $622.6M est. 🟢 Q2 Guidance Revenue: $650M$670M vs $638M est. 🟢 Takeaway The EPS miss suggests near-term margin pressure or investment spending but the revenue beat and upbeat Q2 outlook reinforce strong demand for Symbotics automation platforms. Investors will likely weigh growth visibility vs. profitability timing with the backlog and customer concentration remaining key factors."
X Link 2026-02-04T22:11Z [----] followers, [---] engagements
"$OHI Omega Healthcare Investors Q4 Earnings Summary Omega Healthcare Investors delivered a strong Q4 beat topping expectations on both earnings and revenue and issued solid FY2026 guidance. Q4 Highlights EPS: $0.55 vs $0.49 est. 🟢 Revenue: $319.22M vs $262.2M est. 🟢 FY2026 Guidance Adjusted FFO: $3.15$3.25 Takeaway The quarter reflects improving rent collections and portfolio stability with revenue strength suggesting better operator health across skilled nursing facilities. FY26 guidance points to steady cash flow visibility supporting Omegas appeal as an income-focused REIT with a high"
X Link 2026-02-04T22:15Z [----] followers, [--] engagements
"$PAHC Phibro Animal Health Q2 Earnings Summary Phibro Animal Health delivered a strong Q2 beat driven by better-than-expected profitability and solid revenue execution while FY2026 guidance came in mixed. Q2 Highlights EPS: $0.87 vs $0.68 est. 🟢 Revenue: $373.9M vs $355.2M est. 🟢 FY2026 Guidance EPS: $2.93$3.10 (vs $3.02 est.) 🟡 Revenue: $1.45B$1.50B (vs $1.51B est.) 🔴 Takeaway Phibros quarter showed meaningful margin strength with earnings comfortably ahead of expectations. However the slightly softer revenue outlook suggests a more cautious demand or pricing environment into FY26."
X Link 2026-02-04T22:16Z [----] followers, [--] engagements
"$ARM Arm Holdings Q3 Earnings Summary Arm Holdings reported strong revenue growth driven by AI data-center demand even as reported profit declined year over year. Q3 Highlights Revenue: $1.24B (+26% YoY) vs $1.23B est. 🟢 Adjusted EPS: $0.43 vs $0.41 est. 🟢 GAAP profit: $223M ($0.21/sh) down from $252M ($0.24/sh) YoY 🔴 Segment Performance Royalty revenue: $737M (+27% YoY) Higher royalty rates per chip Increased AI data-center usage License & other revenue: $505M (+25% YoY) Timing of large license deals + backlog contributions CEO Rene Haas: Demand for AI computing on our platform continues"
X Link 2026-02-04T22:17Z [----] followers, [---] engagements
"This is Sundar Pichai laying out how Alphabet plans to turn frontier AI into a creator-led growth engine with YouTube at the center. What hes signaling 1) Genie = world models not just tools Pichai isnt pitching Genie as a gimmick. Hes framing it as a leap in world modelingAI that understands and generates coherent interactive environments. Thats foundational tech with applications far beyond video. 2) Googles edge is multimodality + realism He repeatedly emphasizes representing the real worldtext video audio music motionworking together. This is Googles long-standing strength now"
X Link 2026-02-04T22:18Z [----] followers, [--] engagements
"Thats a huge efficiency flex from Sundar Pichai and one the market shouldnt gloss over. What this actually means Gemini serving unit costs down 78% in [----] This refers to the cost to run inference (serving models to users) not just training Thats one of the hardest costs to bend in AI Why it matters for Alphabet Margins: A 78% cost reduction dramatically improves the economics of AI features across Search YouTube Workspace and Cloud. Scalability: Lower unit costs mean Google can roll out AI everywhere without exploding opex. Pricing power: Google can underprice competitors or keep pricing"
X Link 2026-02-04T22:22Z [----] followers, [--] engagements
"$CIEN Ciena to Join the S&P [---] Ciena is set to be added to the S&P [---] a meaningful milestone for the company and its shareholders. Why this matters Forced buying: Passive index funds and ETFs tracking the S&P [---] will need to purchase CIEN shares often supporting near-term demand. Validation of scale & durability: Inclusion signals Ciena has reached the size liquidity and financial profile required of large-cap leaders. Higher visibility: Broader institutional ownership and analyst attention tend to follow. Bigger picture Cienas inclusion comes as optical networking demand accelerates"
X Link 2026-02-04T23:02Z [----] followers, [--] engagements
"🟡 Crypto Market Snapshot 🟠 Bitcoin $72902 3.60% 🔷 Ethereum $2140 3.97% 🟡 Binance Coin (BNB) $697 7.58% 🔵 Cardano (ADA) $0.286 1.64% 🟣 Solana (SOL) $92.05 5.63% 🟢 Ripple (XRP) $1.50 4.61% 🔴 Polkadot (DOT) $1.46 2.32% 🟠 Avalanche (AVAX) $9.70 2.02% 🟣 Polygon (MATIC) $0.11 0.83% ⚛ Cosmos (ATOM) $1.99 1.75% 🔥 What stands out: Broad-based selloff across majors no real safe haven today Bitcoin & Ethereum both down 4% on the day extending deep weekly/monthly drawdowns High-beta names (SOL BNB) seeing sharper pressure Weekly losses of 2030%+ across many alts signal continued risk-off /"
X Link 2026-02-05T00:09Z [----] followers, [---] engagements
"Advisers to SpaceX have reached out to major index providers including Nasdaq per the Wall Street Journal. The discussions are about how SpaceX could qualify for major indexes sooner than normal. Why this is unusual SpaceX is still private and S&P [---] inclusion normally requires: U.S. listing (public shares) GAAP profitability Public float and liquidity requirements So this does not mean immediate inclusion under current rules. What it could imply One (or more) of the following may be in play: A near-term IPO or direct listing A structural workaround (spin tracking stock or partial public"
X Link 2026-02-05T00:11Z [----] followers, [--] engagements
"⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high"
X Link 2026-02-05T00:49Z [----] followers, [---] engagements
"BT Group Q3 FY2026 Earnings Snapshot BT Group delivered a mostly in-line quarter and reiterated confidence in a long-term cash flow inflection as its fiber build matures. Q3 FY2026 Highlights Openreach adj. revenue: 1.54B (in line with estimates) Group adj. revenue: 4.98B vs 5.07B est. 🔴 Adj. EBITDA: 2.1B vs 2.09B est. 🟢 Strategic / Financial Outlook Cash flow inflection expected: Management reiterated plans for 3.0B in annual cash flow by the end of the decade Openreach remains the core value driver supported by: expanding fiber footprint rising wholesale penetration improving operating"
X Link 2026-02-05T07:37Z [----] followers, [--] engagements
"Michael Saylor: $3.6B Tom Lee: $7.4B What this actually tells you This isnt retail panic its large conviction-level exposure taking real mark-to-market pain. Both are structural bulls not short-term traders so these losses reflect BTCs drawdown not leverage blowups. It highlights how volatile narrative leadership in crypto can be: even the loudest most influential bulls bleed during regime shifts. Bigger takeaway When figures like Saylor and Lee are down billions it usually means: the market is in deleveraging / reset mode sentiment is compressing fast price action is doing the work sentiment"
X Link 2026-02-05T07:43Z [----] followers, [--] engagements
"⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high"
X Link 2026-02-05T07:53Z [----] followers, [--] engagements
"📅 Thursday Earnings to Watch Pre-Market (AM) Philip Morris International ($PM) 🚬 Q4 Linde ($LIN) 🏭 Q4 ConocoPhillips ($COP) 🛢 Q4 KKR ($KKR) 💼 Q4 Roblox ($RBLX) 🎮 Q4 Post-Market (PM) Amazon ($AMZN) 📦 Q4 (major mover) Shell ($Shell) 🛢 Q4 Fortinet ($FTNT) 🖥 Q4 🔥 Why it matters AMZN sets the tone for consumer + cloud (AWS) LIN / COP / Shell give read-throughs on industrial demand & energy KKR signals private market + credit conditions RBLX gauges engagement + monetization FTNT tests enterprise cybersecurity spending https://twitter.com/i/web/status/2019318909808075118"
X Link 2026-02-05T07:55Z [----] followers, [--] engagements
"🟡 Asia Market Snapshot Japan (Nikkei 225) [-----] 0.35% Still strong structurally: +7.5% YTD +38.6% YoY China Shanghai Composite [----] 0.62% CSI [---] [----] 0.59% Shanghai [--] [----] 0.33% CH50 [-----] 0.08% ➡ Broad near-term softness but positive YoY gains remain intact India (Sensex) [-----] 0.60% Flat-to-down trend near term; still +6.8% YoY Bangladesh (DSE Broad) [----] 0.23% Strong momentum: +8.5% YTD Indonesia (JCI) [----] 0.08% Monthly pressure (8.9%) despite +18% YoY Saudi Arabia (TASI) [-----] 1.04% Pullback after strong gains; YoY still negative Taiwan (TSI) [-----] 1.42% Volatile but powerful trend:"
X Link 2026-02-05T08:02Z [----] followers, [--] engagements
"🟡 Crypto Market Snapshot 🟠 Bitcoin $70501 3.42% 🔷 Ethereum $2084.92 2.73% 🟡 Binance Coin (BNB) $691.50 0.82% 🔵 Cardano (ADA) $0.279 2.56% 🟣 Solana (SOL) $90.25 1.76% 🟢 Ripple (XRP) $1.43 5.27% 🔴 Polkadot (DOT) $1.43 2.16% 🟠 Avalanche (AVAX) $9.50 2.27% 🟣 Polygon (MATIC) $0.11 3.13% ⚛ Cosmos (ATOM) $2.01 0.86% 🔥 What stands out: Broad selloff continues: majors still down 1525% weekly Bitcoin slipping below $71K now 19% YTD and 27% YoY Altcoins under heavier pressure with many 35% monthly BNB holding up relatively better vs peers on a YoY basis Capitulation vibes building but no"
X Link 2026-02-05T08:02Z [----] followers, [--] engagements
"🟡 Europe Markets Snapshot UK (FTSE 100) [-----] 0.85% 📈 +4.7% YTD +20.6% YoY Germany (DAX) [-----] 0.24% 📈 +0.8% YTD +12.7% YoY France (CAC 40) [----] 0.38% 📈 +1.4% YTD Italy (FTSE MIB) [-----] 0.01% 📈 +3.8% YTD +25.7% YoY Spain (IBEX 35) [-----] 0.93% 🔥 +43.5% YoY (still a leader) Netherlands (AEX) [---] 0.23% 📈 +4.3% YTD Switzerland (SMI) [-----] 0.17% 🛡 Defensive grind higher Turkey (BIST 100) [-----] 0.20% 🚀 +23.3% YTD +42.9% YoY Russia (MOEX) [----] 0.82% 📉 0.5% YTD 6.0% YoY 🔥 What stands out UK Italy & Spain leading Europe Turkey remains a momentum monster Core Europe steady not explosive"
X Link 2026-02-05T08:06Z [----] followers, [--] engagements
"🚀 Watchlist / Buy Alert: ✅ $NVO still a buy ✅ $UNH still a buy ✅ $TTD buy at current levels ✅ $ADBE buy at current levels $SOFI great company waiting 📉 $AMD love it adding on deeper pullback #Stocks #Investing #MarketWatch"
X Link 2026-02-05T08:09Z [----] followers, [---] engagements
"🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥 Servers OEMs (Computing) $DELL $SMCI $JBL 🔌 Power Systems (Infrastructure) $FLEX $ETN $VRT 🔋 Power Electronics (Chips & Modules) $STM $ADI $MPWR $NVTS $ON https://twitter.com/i/web/status/2019322763228377337 https://twitter.com/i/web/status/2019322763228377337"
X Link 2026-02-05T08:10Z [----] followers, [---] engagements
"Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN"
X Link 2026-02-05T08:12Z [----] followers, [---] engagements
"Robotics / Power $IREN $TSLA $OKLO $GEV"
X Link 2026-02-05T08:12Z [----] followers, [---] engagements
"Cybersecurity $PANW $CRWD $ZS"
X Link 2026-02-05T08:12Z [----] followers, [---] engagements
"💊 Healthcare / Pharma / Biotech $HIMS $OSCR $NVO $UNH Key Points: Strong cash flows & fundamentals Moves independently of tech/consumer cycles ✅ Defensive undervalued plays"
X Link 2026-02-05T08:13Z [----] followers, [---] engagements
"🛍 Consumer & Retail $LULU $NKE $GRAB Key Points: Brands with pricing power & loyal followings Often counter-cyclical to the S&P [---] ✅ Resilient consumer discretionary exposure"
X Link 2026-02-05T08:14Z [----] followers, [---] engagements
"⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS"
X Link 2026-02-05T08:14Z [----] followers, [--] engagements
"🚀 AI & Energy Momentum Watch: AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM"
X Link 2026-02-05T08:15Z [----] followers, [--] engagements
"🚨 Stifel Downgrades Microsoft $MSFT Stifel downgraded Microsoft to Hold from Buy slashing its price target to $392 from $540. Why Stifel turned cautious Azure supply constraints: Well-documented capacity issues limit the chance of near-term Azure acceleration. Competitive pressure: Strong momentum from Googles GCP + Gemini and growing traction at Anthropic raise the bar for cloud/AI share gains. Timing headwinds: FY26 benefited from multiple product cycles; FY27 likely sees less in-period revenue recognition. The numbers Stifels FY27 EPS: $18.70 Thats meaningfully below consensus per the"
X Link 2026-02-05T08:17Z [----] followers, [--] engagements
"My green ASML Mr. Consistent"
X Link 2026-02-05T08:18Z [----] followers, [--] engagements
"🚨🔼 Seaport Research Upgrades FuboTV ($FUBO) Seaport Research upgraded FuboTV to Buy from Neutral setting a $3 price target. Whats behind the call This was the first quarter post-merger of Disneys Hulu Live with FuboTV. Shares sold off sharply after the print but Seaport sees the pullback as an attractive entry amid uncertainty. The firm believes the market reaction overstates near-term risks relative to@TipRanks https://twitter.com/i/web/status/2019325198546202817 https://twitter.com/i/web/status/2019325198546202817"
X Link 2026-02-05T08:20Z [----] followers, [--] engagements
"🤖 AI IS REBUILDING THE INTERNET 🧠 MEMORY the new foundation $MU $SNDK Inference never pauses. Memory is becoming core infrastructure. 📡 DATA always on $PL Persistent AI requires continuous real-world data streams. ⚙ COMPUTE & INFERENCE demand engines $AMZN $TSLA Inference is everywhere: cloud edge cars robots. 🔌 CONNECTIVITY the bottleneck $AVGO $MRVL If data cant move fast AI stalls. 🛰 SPACE the transport layer $RKLB $ASTS Orbital logistics and global cellular extend AI reach. ⚡ POWER the silent constraint $VRT $ETN AI only scales if power cooling and electrical infrastructure scale. 🧠"
X Link 2026-02-05T09:29Z [----] followers, [---] engagements
"Companies Reporting After Hours - 5.2.2026 16:00: Amazon $AMZN 16:00: Doximity $DOCS 16:00: Arrow Electronics $ARW 16:00: Monolithic Power Systems $MPWR 16:00: BILL $BILL 16:00: Open Text $OTEX 16:00: VeriSign $VRSN 16:05: Amtech Systems $ASYS 16:05: Fortinet $FTNT 16:05: Reddit $RDDT 16:05: Synaptics $SYNA 16:05: ViaSat $VSAT 16:15: Impinj $PI 16:30: Coty $COTY 16:20: Affirm $AFRM After Close: Roblox $RBLX After Close: Warner Music Group $WMG 20:30: Envista Holdings $NVST https://twitter.com/i/web/status/2019349810055102675 https://twitter.com/i/web/status/2019349810055102675"
X Link 2026-02-05T09:58Z [----] followers, [---] engagements
"Linde plc $LIN released its full-year and Q4 [----] earnings today (February [--] 2026) showing solid performance with growth in key metrics despite some headline GAAP declines. Full-Year [----] Highlights - Sales: $34.0 billion +3% YoY (underlying +2%) - Adjusted operating profit: $10.1 billion +4% YoY - Adjusted operating margin: 29.8% (+30 bps YoY) - Adjusted EPS: $16.46 +6% YoY - Operating cash flow: $10.4 billion +10% YoY - Project backlog: $10.0 billion - Shareholder returns: $7.4 billion via dividends & buybacks - CEO Sanjiv Lamba highlighted resilient results with operating profit cash flow"
X Link 2026-02-05T11:16Z [----] followers, [--] engagements
"The Cigna Group $CI just dropped its Q4 and full-year [----] earnings report (February [--] 2026) delivering strong top-line growth solid adjusted profits shareholder-friendly moves like a dividend hike and buybacks but with some headwinds from the prior HCSC divestiture impacting customer counts and certain segments. Full-Year [----] Key Highlights - Total revenues: $274.9 billion +11% YoY - Adjusted income from operations: $8.0 billion ($29.84 per share) - Shareholders' net income: $6.0 billion ($22.18 per share) big jump from [----] (which had a large one-time loss) - Share repurchases: 11.9"
X Link 2026-02-05T11:21Z [----] followers, [--] engagements
"🟡 $TRI Thomson Reuters Q4 & FY25 Snapshot 📊 FY25 Revenue $7.48B +3% reported Organic growth +7% Adj. EBITDA $2.94B +6% EBITDA margin 39.2% (+100bps) Free cash flow $1.95B ✅ 📊 Q4 Revenue $2.01B +5% Adj. EBITDA $777M +8% 💰 Shareholder return Dividend +10% $2.62/share 🔮 [----] Outlook Organic revenue growth 7.5%8.0% Margin expansion +100bps ⚠ Watch items FY diluted EPS 32% YoY Q4 operating profit 25% YoY Print revenues 6% Higher amortization & interest costs 🔥 Takeaway Strong organic growth margin expansion and cash flow but EPS optics pressured by non-core headwinds. The story remains"
X Link 2026-02-05T11:51Z [----] followers, [---] engagements
"🟡 $HSY Hershey Q4 & FY25 Snapshot 🍫 📊 Q4 [----] Net sales $3.09B +7.0% Salty Snacks NA +28% 🚀 Reported net income 60% YoY Gross margin 37.0% (1700bps) 📊 FY [----] Net sales $11.69B +4.4% Reported EPS 60% YoY 🔮 [----] Outlook Net sales growth +4%5% Adj. EPS $8.20$8.52 (+30%35% YoY) Reported EPS $7.77$8.19 Acquisitions add 150bps to sales 🔥 What stands out Snacks diversification working (Salty Snacks strong) [----] margins crushed by costs [----] set up as a margin recovery year ⚠ Watch Near-term profitability still pressured Cost discipline & integration execution matter"
X Link 2026-02-05T11:53Z [----] followers, [--] engagements
"🟡 $XPO XPO Logistics Q4 [----] Snapshot 🚚 📊 Q4 Results Revenue $2.01B +4.7% YoY Net income $59M 22% YoY GAAP EPS $0.50 21% YoY Adj. EPS $0.88 (flat YoY) Adj. EBITDA $312M +3% YoY 📦 North American LTL (bright spot) Revenue $1.17B Adj. operating income +13.8% YoY Operating ratio 84.4% (+180bps improvement) 🔥 🌍 Europe Revenue $846M +10.6% YoY Adj. EBITDA $32M 💰 Cash Operating cash flow $226M Cash on hand $310M ⚠ Headwinds Corporate operating loss +47% YoY Lower real estate gains ($21M) Higher restructuring costs (+$23M) 🔥 Takeaway Core LTL execution remains strong with margin expansion but"
X Link 2026-02-05T12:01Z [----] followers, [---] engagements
"🟢 $TPR Tapestry Q2 FY26 Earnings (OUTLOOK RAISED) 👜 📊 Q2 Highlights Revenue $2.5B +14% YoY (record) Pro forma growth +18% Coach brand +25% 🚀 GAAP operating margin +620bps Non-GAAP margin +390bps GAAP EPS $2.68 +94% YoY Adj. EPS $2.69 +34% YoY 💰 Capital return On track to return $1.5B to shareholders in FY26 Strong cash flow + balance sheet strength 🔮 FY26 Outlook (Raised) Revenue Operating margin EPS Free cash flow 🔥 What stands out Coach is the growth engine Massive margin expansion via gross margin + SG&A leverage One of the cleanest beats & raises this earnings season 📌"
X Link 2026-02-05T12:04Z [----] followers, [--] engagements
"🟡 $KKR Q4 Earnings Snapshot 💼 📊 Q4 Results EPS $1.12 vs $1.11 est. 🟢 (+0.9% beat) Revenue $406M YoY 📈 Earnings consistency Beat EPS estimates in [--] straight quarters Last quarters EPS beat led to +1.7% next-day move 🗂 Recent Performance Q325: EPS $1.41 vs $1.24 Q225: EPS $1.18 vs $1.10 Q125: EPS $1.15 vs $1.15 Q424: EPS $1.32 vs $1.27 📊 Revenue track record Revenue has consistently topped estimates despite YoY volatility tied to realizations and timing 🔥 Takeaway KKR continues to execute reliably on earnings even with lumpy revenue. The market will focus on fee-related earnings"
X Link 2026-02-05T12:07Z [----] followers, [---] engagements
"BITCOIN FALLS BELOW $70000 FOR FIRST TIME SINCE NOV. [--] [----] 🟡 Crypto Market Snapshot (Pressure Building) 🟠 Bitcoin $69637 4.60% 🔷 Ethereum $2060 3.89% 🟡 BNB $680 2.43% 🔵 Cardano $0.270 5.59% 🟣 Solana $89.44 2.64% 🟢 XRP $1.36 9.77% 🔴 Polkadot $1.38 5.05% 🟠 Avalanche $9.21 5.26% 🟣 Polygon $0.11 2.39% ⚛ Cosmos $1.96 1.38% 🔥 What stands out BTC sliding toward $69K now 20% YTD / 27% YoY Altcoins bleeding harder (XRP 10% ADA/DOT/AVAX 5%+) Weekly losses 1726% across majors Monthly drawdowns 3540%+ classic deleveraging No clear bid yet volatility still elevated ⚠ Vibe check: This looks"
X Link 2026-02-05T12:23Z [----] followers, [--] engagements
"🟡 $COP ConocoPhillips Q4 & FY25 + [----] Outlook 🛢 📊 Q4 [----] EPS $1.17 Adj. EPS $1.02 🔮 [----] Guidance CapEx: $12B Adj. operating costs: $10.2B 💰 Dividend Q126 dividend: $0.84/share 🔥 Takeaway ConocoPhillips is leaning into capital discipline and shareholder returns. The print was straightforward with the focus squarely on cost control steady investment and dividends rather than aggressive growth. Want this tightened to a one-liner tape read or paired with a sector comparison (XOM / CVX) https://twitter.com/i/web/status/2019390325324755352"
X Link 2026-02-05T12:39Z [----] followers, [--] engagements
"🟢 $ROK Rockwell Automation Q1 FY26 Earnings (Strong Start ⚙) 📊 Q1 FY26 Highlights Sales $2.11B +12% YoY Organic sales +10% Diluted EPS $2.69 +67% YoY Adj. EPS $2.75 +49% YoY 🟢 ARR +7% YoY 📈 Margins Pre-tax margin 16.2% (vs 11.3% LY) Segment op margin 20.7% (vs 17.1%) Segment operating earnings +36% YoY 🔮 FY26 Guidance (Reaffirmed / Updated) Reported sales growth 3%7% Organic sales growth 2%6% Diluted EPS $10.75$11.55 Adj. EPS $11.40$12.20 EPS raised due to updated tax rate 💰 Cash Flow Operating CF $234M Free CF $170M Lower YoY due to incentive comp payout & working capital timing 🔥"
X Link 2026-02-05T12:47Z [----] followers, [--] engagements
"$GOOGL - GOOGLE FALL OVER 4% PRE-MARKET TO $317.35"
X Link 2026-02-05T12:50Z [----] followers, [--] engagements
"🟢 $CMI Cummins Q4 & FY25 Earnings + [----] Outlook ⚙ 📊 Q4 [----] Revenue $8.5B GAAP net income $593M (6.9% margin) EPS $4.27 EBITDA margin 13.5% ⚠ Q4 included $218M charges ($1.54/sh) tied to the Electrolyzer business (Accelera) $175M non-cash 📊 FY [----] Revenue $33.7B GAAP net income $2.8B (8.4% margin) EPS $20.50 EBITDA margin 16.0% ⚠ FY charges totaled $458M ($3.28/sh) related to Electrolyzers $415M non-cash 🔮 FY [----] Outlook Revenue growth +3% to +8% EBITDA margin 17%18% 🔥 Takeaway Cummins delivered strong core operating results while taking decisive mostly non-cash charges to reset its"
X Link 2026-02-05T13:01Z [----] followers, [--] engagements
"🟢 $ICE Intercontinental Exchange FY25 Results 🧊 🏆 20th consecutive year of record revenues 📊 FY [----] Highlights Net revenue: $9.9B (+7% YoY) GAAP EPS: $5.77 (+21% YoY) Adj. EPS: $6.95 (+14% YoY) Operating income: $4.9B (+14% YoY) Adj. operating income: $6.0B (+10% YoY) 📈 Margins Operating margin 50% Adj. operating margin 60% 🔥 💰 Cash Flow Operating CF $4.7B (record) Adj. free CF $4.2B (+16% YoY) 🔁 Capital Returns $2.4B returned to shareholders Includes $1.3B in share buybacks 🔥 Takeaway Intercontinental Exchange keeps doing what it does best: steady growth elite margins massive cash"
X Link 2026-02-05T13:03Z [----] followers, [--] engagements
"2 🤖 Artificial Intelligence (AI) The backbone of the AI economy 👇 $GOOGL Alphabet $AMZN Amazon $MSFT Microsoft $META Meta Platforms"
X Link 2026-02-05T13:06Z [----] followers, [---] engagements
"🟢 $GFF Griffon Corp Q1 FY26 Earnings 🏗 📊 Q1 FY26 Highlights Revenue $649.1M (+3% YoY) GAAP EPS $1.41 (vs $1.49 LY) Adj. EPS $1.45 (vs $1.39 LY) 🟢 Adj. net income $66.3M 📈 Profitability Adj. EBITDA $129.6M (1% YoY) Adj. EBITDA (ex corporate) $144.6M (flat YoY) 💰 Cash Flow Free cash flow: $99M 🔥 🧱 Business Trends Solid execution at Home & Building Products Improved profitability at Consumer & Professional Products 🗣 Management On track to meet updated FY targets 🔥 Takeaway Griffon Corporation delivered a steady quarter with strong free cash flow resilient core operations and improving"
X Link 2026-02-05T13:08Z [----] followers, [--] engagements
"🟢 $RL Ralph Lauren Q3 FY26 Earnings (Holiday Beat 👔) 📊 Q3 FY26 Highlights Revenue +12% reported +10% constant currency 🟢 Demand strong across all regions DTC comps: high-single-digit growth (stores + digital) **Wholesale"
X Link 2026-02-05T13:13Z [----] followers, [--] engagements
"⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high"
X Link 2026-02-05T13:19Z [----] followers, [--] engagements
"🚨 Big news in weight loss meds Hims & Hers Health ($HIMS) is launching a compounded version of Novo Nordisk's ($NVO) new Wegovy pill (semaglutide-based) at an intro price of just $49/month that's about $100 cheaper than the brand name After the intro (one-time lower payment) subscribers on a 5-month plan pay $99/month vs. Novo's $199/month for self-pay. This telehealth play undercuts the big pharma pricing amid ongoing pressure for affordable access. Compounded versions use the same active ingredient but aren't FDA-approved like the branded onealways consult a doc Huge for affordability"
X Link 2026-02-05T14:06Z [----] followers, [---] engagements
"$GOOGL bulls are fired up 🚀 Evercore ISI and Needham both raised their price targets to $400 after Alphabet's strong Q4 [----] earnings beat (reported Feb [--] 2026). - Evercore ISI: Reiterated Outperform highlighting stellar revenue & operating income beats fueled by core fundamentals + sharp AI execution. - Needham: Kept Buy noting accelerating revenue momentum disciplined capex and strong enterprise adoption of Gemini as a key cost/growth driver. This comes on the heels of Alphabet crushing it with: - Revenue +18% YoY to $113.8B - EPS $2.82 (+31% YoY) - Google Cloud exploding +48% - Annual"
X Link 2026-02-05T14:09Z [----] followers, [--] engagements
"NVIDIA IS ALSO SLASHING PRODUCTION OF ITS CURRENT LINE OF GAMING CHIPS GEFORCE RTX [--] GPUS BECAUSE OF THE MEMORY SHORTAGE- THE INFORMATION"
X Link 2026-02-05T14:11Z [----] followers, [--] engagements
"$NVDA alert: Nvidia is pushing back hard against the Trump administration's latest China export rules for its H200 AI chips ⚠ According to reports (Wall Street Journal Feb [--] 2026) Nvidia warned officials that the strict new requirements including heavy security protocols vetting for buyers like Alibaba and ByteDance and measures to prevent diversion to China's militaryare too burdensome. Key concerns from Nvidia: - Could destroy demand for H200 chips in China - Might derail the whole export plan (which Trump greenlit late [----] with a 25% U.S. cut) - Rules echo past restrictions and could"
X Link 2026-02-05T14:19Z [----] followers, [--] engagements
"$GOOGL - GOOGLE DOWN 7%"
X Link 2026-02-05T14:31Z [----] followers, [--] engagements
"$NVDA TO DELAY NEW GAMING CHIP DUE TO MEMORY CHIP SHORTAGE - THE INFORMATION"
X Link 2026-02-05T14:32Z [----] followers, [--] engagements
"$NVO fires back at $HIMS's cheap compounded Wegovy pill launch 🔥 During today's analyst call (Feb [--] 2026) Novo Nordisk CEO (likely Mike Doustdar) slammed the $49/month intro offer saying people using Hims' compounded semaglutide pill would be "wasting $49" because the compound won't be properly absorbed in the body. Key context: - Hims announced today: Compounded oral semaglutide (same active ingredient as Wegovy's new pill) at $49 for the first month (then $99/mo on 5-month plan) vs. Novo's $199/mo self-pay. - Hims claims their formulation protects the ingredient during digestion for better"
X Link 2026-02-05T14:43Z [----] followers, [---] engagements
"TRUMP: WORKING HARD TO END WAR IN SUDAN ALMOST DONE"
X Link 2026-02-05T15:03Z [----] followers, [--] engagements
"DEUTSCHE BANK: BITCOINS SELLOFF SIGNALS A LOSS OF CONVICTION NOT A BROKEN MARKET"
X Link 2026-02-05T15:04Z [----] followers, [--] engagements
"NOVO NORDISK: TO TAKE LEGAL ACTION AGAINST HIM & HERS"
X Link 2026-02-05T15:50Z [----] followers, [--] engagements
"VINCI (the French infrastructure giant) just reported its full-year [----] results (announced February [--] 2026) and they were strongbeating expectations in key areas. Here's a simplified breakdown: - Revenue: [----] billion (Up about 4% from last year and better than analysts expected of [----] billion.) - Earnings Per Share (EPS): [----] (Slight increase from [----] in 2024; adjusted/excluding one-off tax effects it was even higher at around 9.44.) - Free Cash Flow: Record [----] billion (Up from [----] billion last yearexcellent cash generation.) - Dividend: Proposed [----] per share for [----] (Up [----] or"
X Link 2026-02-05T17:46Z [----] followers, [--] engagements
"Qualcomm CEO: It's not a demand issue it's a memory supply issue. $QCOM"
X Link 2026-02-05T17:47Z [----] followers, [--] engagements
"Qualcomm CEO: Consumer demand is very strong. $QCOM"
X Link 2026-02-05T17:47Z [----] followers, [--] engagements
"TRUMP SAYS JAPAN'S PM TAKAICHI TO VISIT WHITE HOUSE MARCH 19"
X Link 2026-02-05T17:48Z [----] followers, [--] engagements
"BESSENT: IF TRUMP WINS IRS SUIT $10B WOULD COME FROM TAXPAYERS"
X Link 2026-02-05T17:48Z [----] followers, [--] engagements
"UK PRIME MINISTER STARMER AND TRUMP AGREED ON THE IMPORTANCE OF A DEAL TO SECURE THE JOINT UKUS BASE ON DIEGO GARCIA WHICH REMAINS VITAL TO SHARED SECURITY INTERESTS SAYS DOWNING STREET SPOKESPERSON"
X Link 2026-02-05T19:14Z [----] followers, [--] engagements
"🚨 CRYPTO BLOODBATH FULL RISK-OFF MODE 🚨 🔴 Crypto Market Snapshot 🟠 Bitcoin $65171 10.7% Weekly: 21.6% Monthly: 29.2% 24% YTD 31% YoY 🔷 Ethereum $1927 10.1% Weekly: 30.6% Monthly: 40.7% 🟡 BNB $655 6.1% 🔵 Cardano $0.254 11.1% 🟣 Solana $81.63 11.2% 🟢 XRP $1.20 20.2% 🩸 🔴 Polkadot $1.31 10.2% 🟠 Avalanche $8.82 9.3% 🟣 Polygon $0.10 5.5% ⚛ Cosmos $1.87 6% 🔥 What stands out BTC lost $65K clean break of key support Alts collapsing faster than BTC (classic deleveraging) XRP 20% in a day forced liquidations Monthly drawdowns 3045%+ across majors Market cap bleeding fast as leverage flushes"
X Link 2026-02-05T20:13Z [----] followers, [--] engagements
"WHITE HOUSE PRESS SECRETARY LEAVITT SAYS THE CUBAN GOVERNMENT IS ON ITS LAST LEG AND BELIEVES SIGNIFICANT DEVELOPMENTS ARE UNDERWAY"
X Link 2026-02-05T20:13Z [----] followers, [--] engagements
"WHITE HOUSE PRESS SECRETARY LEAVITT SAYS TRUMP HAS MANY OPTIONS BEYOND DIPLOMACY ON IRAN WHILE THE U.S. CONTINUES TO DISCUSS DIPLOMATIC PATHS FORWARD"
X Link 2026-02-05T20:15Z [----] followers, [--] engagements
"WHITE HOUSE PRESS SECRETARY LEAVITT SAYS TRUMP WILL MEET WITH INSURANCE FIRMS WITH NO TIMING SET"
X Link 2026-02-05T20:15Z [----] followers, [--] engagements
"WHITE HOUSE PRESS SECRETARY LEAVITT SAYS WITKOFF WILL TRAVEL TO OMAN TOMORROW FOR IRAN TALKS"
X Link 2026-02-05T20:15Z [----] followers, [--] engagements
"WHITE HOUSE PRESS SECRETARY LEAVITT SAYS TRUMP WANTS TO SEE IF A DEAL CAN BE STRUCK WITH IRAN"
X Link 2026-02-05T20:16Z [----] followers, [--] engagements
"🚨 Weight-Loss Drug War Escalates Novo Nordisk slammed Hims & Hers over its cheaper copycat Wegovy pill calling it illegal and vowing legal action. Whats happening Hims & Hers launched a lower-cost compounded alternative Novo says the product violates regulations and IP protections The move undercuts Novos high-profile obesity drug rollout News pressured Novo shares as investors digest competitive risk 🧠 Why it matters Obesity drugs are one of the largest profit pools in global pharma Compounded/off-label alternatives threaten pricing power This sets up a legal + regulatory showdown between"
X Link 2026-02-05T20:59Z [----] followers, [--] engagements
"🟢 $ARW Arrow Electronics Q4 & FY25 Earnings 🔌 📊 Q4 [----] (Beat + Raise vs guidance) Sales $8.7B (+20% YoY above high end of guide) EPS $3.75 Non-GAAP EPS $4.39 (both guide) 🟢 📊 FY [----] Sales $30.9B (+10% YoY) EPS $10.93 Non-GAAP EPS $11.02 🚀 Whats driving it Momentum across Global Components + ECS Strength in cloud AI and datacenter demand Growth in higher-margin value-added offerings Improving leading indicators as cycle turns 🗣 Management tone Early stages of a modest cyclical upturn Entering [----] with positive momentum cautious optimism Focus on profitable growth + financial"
X Link 2026-02-05T21:03Z [----] followers, [--] engagements
"🟢 $RDDT Reddit Q4 & FY25 Earnings + $1B Buyback 🚀 📈 User Growth DAUs: 121.4M (+19% YoY) 💰 Q4 [----] Revenue $726M (+70% YoY) Ad revenue $690M (+75% YoY) Net income $252M (35% margin) 🔥 Adj. EBITDA $327M (45% margin) Free cash flow $264M 📊 Full Year [----] Revenue $2.2B (+69% YoY) Net income $530M (24% margin) Adj. EBITDA $845M (38% margin) Gross margin 92% 🔁 Capital Return $1B share repurchase program authorized 💥 Fully diluted shares: 206.1M (flat QoQ down YoY) 🧠 What stands out Explosive revenue + profit growth Elite margins for a social platform Strong cash generation enables massive"
X Link 2026-02-05T21:09Z [----] followers, [---] engagements
"🟢 $BILL BILL Q2 FY26 Earnings (Strong Core Growth + Margins 💳) 📊 Q2 FY26 Highlights Total revenue: $414.7M (+14% YoY) Core revenue: $375.1M (+17% YoY) 🟢 Subscription fees $72.1M (+6%) Transaction fees $303.1M (+20%) 🔥 Float revenue $39.5M 📈 Profitability Gross margin 79.8% (Non-GAAP 83.9%) Non-GAAP operating income $74.1M (+18% YoY) Non-GAAP EPS $0.64 (vs $0.56 LY) 🟢 GAAP net loss $(0.03)/sh 💰 Scale & Usage [------] businesses served $95B payment volume (+13% YoY) 35M transactions (+16% YoY) 🔁 Capital Return 2.5M shares repurchased for $133M in Q2 🧠 What stands out Core (subscription"
X Link 2026-02-05T21:12Z [----] followers, [---] engagements
"🟢 $ASYS Amtech Systems Q1 FY26 Earnings (AI Demand Driving Orders 🤖) 📊 Q1 FY26 Highlights Revenue $19.0M Orders $20.7M revenue book-to-bill 1.1x 🟢 Backlog $21.6M GAAP EPS $0.01 Non-GAAP EPS $0.03 Adj. EBITDA $1.4M 💰 Cash & Cash Flow Cash $22.1M (up from $17.9M QoQ) Operating cash flow $4.1M (+43% YoY) 🔥 No debt 9th consecutive quarter of positive operating CF 🤖 AI Exposure AI-related equipment = 35% of TPS segment revenue (vs 30% prior qtr) Management expects sequential booking growth through FY26 driven by AI infrastructure buildouts Some deliveries pushed to Q3 to align with customer"
X Link 2026-02-05T21:19Z [----] followers, [---] engagements
"🟢 $FTNT Fortinet Q4 & FY25 Earnings 🔐 📊 Q4 [----] Revenue $1.91B (+15% YoY) Product revenue $691M (+20% YoY) Billings $2.37B (+18% YoY) GAAP operating margin: 33% 🔥 📊 FY [----] Revenue $6.80B (+14% YoY) Billings $7.55B (+16% YoY) Free cash flow: $2.21B 💰 GAAP operating margin: 31% 🔁 Capital Return Buyback authorization increased by $1B Total repurchase capacity now $10.25B (through Feb 2027) 🔮 FY [----] Guidance Revenue $7.50B$7.70B Implies growth moderating to 1013% Q1 non-GAAP EPS $0.59$0.63 🧠 What stands out Strong product + billings momentum Elite cash flow + margins Massive buyback"
X Link 2026-02-05T21:22Z [----] followers, [--] engagements
"🟢 $MCHP Q3 FY26 Earnings Highlights Top Line Revenue: $1.19B vs $1.17B est 🟢 (+15.6% YoY) Adj. EPS: $0.44 vs $0.42 est 🟢 Non-GAAP GM: 60.5% vs 58.6% est 🟢 📈 Q4 FY26 Guidance Revenue: $1.24B$1.28B (midpoint +6.2% QoQ +29.8% YoY) 🟡 Adj. EPS: $0.48$0.52 (est. $0.49) 🟡 Non-GAAP GM: 60.5%61.5% vs 59.8% est 🟢 CapEx: $20M$23M (very disciplined) ⚙ Operating Metrics R&D spend: $274M (+11% YoY) Non-GAAP Op Income: $338M Op margin: 28.5% 💰 Capital Return Dividends returned (Dec qtr): $246M Quarterly dividend (Mar qtr): $0.455/share 🧠 Management takeaway Strong momentum in connectivity driven"
X Link 2026-02-05T21:31Z [----] followers, [---] engagements
"🟢 $DOCS Q3 FY26 Earnings Highlights Top Line Revenue: $185.1M vs $181.6M est 🟢 (+10% YoY) Adj. EPS: $0.46 vs $0.45 est 🟢 Adj. EBITDA: $111.4M (+9% YoY) EBITDA margin: 60.2% 🔥 👩⚕ Platform Engagement 1M+ quarterly active prescribers 720K workflow product users (record QoQ jump) 300K+ users already engaging with AI features 📈 Guidance Q4 FY26 Revenue: $143M$144M Adj. EBITDA: $63.5M$64.5M FY26 Revenue: $642.5M$643.5M Adj. EBITDA: $355.5M$356.5M 💰 Profitability & Cash Net income: $61.6M (33.3% margin) Non-GAAP net income: $91.1M (49.3% margin) Free cash flow: $58.5M (8% YoY) 🔁 Capital"
X Link 2026-02-05T21:32Z [----] followers, [---] engagements
"🚨 Crypto Market Snapshot Heavy Risk-Off 🔻 Bitcoin $63642 12.8% Ethereum $1866 12.9% 🟡 BNB $655 6.1% 🔵 Cardano $0.249 12.9% 🟣 Solana $79.60 13.4% 🟢 XRP $1.18 22.0% 🔴 Polkadot $1.31 10.2% 🟠 Avalanche $8.82 9.3% 🔺 Polygon $0.10 5.5% ⚛ Cosmos $1.82 8.4% 🔥 What stands out: Broad capitulation-style selling across majors BTC now 21.6% weekly and 29% monthly ETH & SOL both down 40% monthly XRP hit hardest today panic-level move Market structure fully risk-off forced liquidations likely ongoing ⚠ Volatility is extreme. This is not selective selling its macro + leverage unwinding. Brace"
X Link 2026-02-05T21:43Z [----] followers, [---] engagements
"🟡 Metals Market Sharp Risk-Off Move 🔻 🥇 Gold $4770 3.9% 🥈 Silver $71.40 19.0% 🚨 🟠 Copper $5.71 2.4% ⚙ Steel [----] 0.3% 🔋 Lithium [------] 5.9% ⛏ Iron Ore [---] 0.7% ⚪ Platinum $1991 8.5% 🔥 What stands out: Silver capitulation down 38% weekly extreme volatility flush Gold breaking momentum after crowded positioning Copper sliding = growth sensitivity creeping back in Lithium still up big YTD but momentum clearly cooling Broad de-risking across hard assets not just one metal 📉 Tone: Forced selling fundamentals 📊 Watch: stabilization in silver & copper for risk appetite clues"
X Link 2026-02-05T21:45Z [----] followers, [--] engagements
"🧾🚀 $BILL Q2 FY26 Earnings Snapshot Big Beat Across the Board 🟢 Revenue: $414.7M vs $400.0M est +14% YoY 🟢 Adj. EPS: $0.64 vs $0.56 est 🟢 Core Revenue: $375.1M +17% YoY 🟢 TPV: $95B +13% YoY 📈 Guidance (All Raised vs Street) FY26 Revenue: $1.63B$1.65B 🟢 Adj. EPS: $2.33$2.41 🟢 Core Revenue: $1.49B$1.51B Q3 Revenue: $397.5M$407.5M 🟢 Adj. EPS: $0.53$0.57 🟢 Core Revenue: $364.5M$374.5M ⚙ Operating Strength Gross Margin: 79.8% (83.9% non-GAAP) Non-GAAP Op Income: $74.1M +18% YoY Transactions: 35M +16% YoY Customers: 498.5K businesses 💸 Capital Return Buybacks: 2.5M shares $133M 🔑"
X Link 2026-02-05T21:48Z [----] followers, [--] engagements
"💄📉 $COTY Q2 FY26 Earnings Snapshot Mixed quarter guidance reset 🟢 Revenue: $1.68B vs $1.66B est +1% YoY 🔴 Adj. EPS: $0.14 vs $0.18 est 🔴 Adj. EBITDA: $330M -15% YoY 🚨 FY26 EBITDA & FCF guidance withdrawn 🔮 Q3 Outlook LFL Revenue: mid-single-digit % decline Adj. EBITDA: $100M$110M Adj. EPS: breakeven (ex-equity swap) 🧴 Segment Check Prestige: $1.13B +2% YoY (LFL -2%) Consumer Beauty: $545M -2% YoY (LFL -6%) 💰 Financials FCF: $513M Adj. Gross Margin: 64.2% (-260 bps YoY) Net Debt: $2.6B 2.7x leverage 🗣 Mgmt Tone Performance has been disappointing share price reflects that. Launching"
X Link 2026-02-05T21:49Z [----] followers, [--] engagements
"$RDDT - REDDIT UP 5.24%"
X Link 2026-02-05T22:03Z [----] followers, [---] engagements
"🚀 $TEAM Q2 FY26 Earnings Blowout Atlassian firing on all cylinders 👇 🟢 Revenue: $1.59B vs $1.21B est +23% YoY 🟢 Adj. EPS: $1.22 vs $0.73 est ☁ Cloud Revenue: $1.07B +26% YoY (first-ever $1B cloud quarter) 📦 RPO: $3.81B +44% YoY 🤖 Rovo: 5M+ monthly active users 🔮 Q3 Guide (Above Street) Revenue: $1.689B$1.697B vs $1.65B est Cloud Growth: +23% YoY Data Center Growth: +33.5% YoY Non-GAAP Op Margin: 27.5% Non-GAAP Gross Margin: 88% 📈 FY26 Outlook Total Revenue Growth: +22% YoY Cloud Growth: +24.3% YoY Non-GAAP Op Margin: 25.5% Gross Margin: 87% 💰 Financial Strength FCF: $168.5M (11%"
X Link 2026-02-05T22:06Z [----] followers, [---] engagements
"$BE - BLOOM ENERGY UP 13.01%"
X Link 2026-02-05T22:12Z [----] followers, [---] engagements
"$BILL - BILL HOLDING UP 13.26%"
X Link 2026-02-05T22:13Z [----] followers, [--] engagements
"$FTNT - FORTINET SHARES UP 2.12%"
X Link 2026-02-05T22:15Z [----] followers, [--] engagements
"$DOCS - DOXIMITY SHARES DOWN 32%"
X Link 2026-02-05T22:18Z [----] followers, [---] engagements
"$TEAM- ATLASSIAN DOWN BY 8.70%"
X Link 2026-02-05T22:20Z [----] followers, [---] engagements
"🚨 Mega-Cap AI CapEx Arms Race (FY26) Heres what the biggest tech players are planning to spend next year alone 👇 Amazon: $200B Alphabet: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B 💰 TOTAL: $655 BILLION"
X Link 2026-02-05T22:31Z [----] followers, [--] engagements
"🚨 $MSTR CEO on worst-case Bitcoin downside risk Michael Saylor lays it out bluntly 👇 🔻 Extreme scenario: If Bitcoin drops 90% to $8000 Thats where BTC reserves = net debt 🔻 At that point: Cant repay convertibles using BTC alone Would consider: Restructuring Issuing equity Issuing additional debt 🕰 Key context: This risk is spread over the next [--] years Pretty hard to imagine scenario per Saylor 🧠 Bottom line: Im not really worried at this point in time even with Bitcoin drops. 🔥 Takeaway: MSTR is openly stress-testing a brutal BTC crash and still believes its capital structure is"
X Link 2026-02-05T22:52Z [----] followers, [---] engagements
"🚨🩸 Crypto Market Bloodbath Bitcoin: $64367 11.8% Ethereum: $1872 12.7% 🟡 BNB: $619 11.1% 🟣 Solana: $80 12.8% 🔵 XRP: $1.22 18.8% 🟠 Cardano: $0.25 12.4% 🔴 Avalanche: $8.46 13.0% ⚫ Polkadot: $1.28 12.5% 🟪 Polygon: $0.09 14.3% 📉 Damage check: BTC: 24% weekly 32% monthly 34% YoY ETH: 34% weekly 43% monthly Alts: full capitulation mode 🔥 What stands out: Broad double-digit drawdowns across majors High-beta alts getting hit hardest Risk-off accelerating alongside macro + liquidity stress 🧠 Big picture: This isnt rotation its deleveraging. Forced selling + ETF outflows + macro pressure ="
X Link 2026-02-05T22:54Z [----] followers, [---] engagements
"🟡 Metals Market Meltdown 🥇 Gold: $4778 3.77% 🥈 Silver: $70.84 19.7% 🔥 Whats happening: Silver collapse = leverage + positioning flush Gold correcting but still holding far above prior cycle levels Safe-haven trades unwinding alongside crypto & broader risk assets 🧠 Big picture: This looks less like a fundamentals shift and more like a forced deleveraging event across speculative and momentum assets. Silvers move screams liquidation not demand destruction. ⚠ Volatility remains extreme metals may need time to base before finding support. https://twitter.com/i/web/status/2019546084301750606"
X Link 2026-02-05T22:58Z [----] followers, [--] engagements
"🧠 On AI partnerships & the bigger picture We announced an agreement with OpenAI in November. Its a big one. We have a lot of respect for the company and hope to extend our partnership over time. But the key takeaway 👇 This AI movement isnt going to be a couple of companies. Its going to be thousands of companies over time. Translation: AI wont be winner-take-all. Platforms + infrastructure matter but the real opportunity is an entire ecosystem being built on top. 🚀 https://twitter.com/i/web/status/2019549000417047030 https://twitter.com/i/web/status/2019549000417047030"
X Link 2026-02-05T23:09Z [----] followers, [--] engagements
"🛡 $ZS expands Zero Trust to the browser Zscaler acquired SquareX to bring Zero Trust security directly into standard browsers like Google Chrome and Microsoft Edge via lightweight extensions. Why it matters: 🔐 Secures BYOD & unmanaged devices 🧩 No separate enterprise browser 🚫 No full endpoint agent required ⚡ Faster deployment lower friction for users Big picture: Zscaler is pushing Zero Trust closer to the user session itself shrinking the attack surface right where work actually happens the browser. https://twitter.com/i/web/status/2019552473497690616"
X Link 2026-02-05T23:23Z [----] followers, [---] engagements
"🚨 Metals Update Asia Open 🥈 Silver: $69.56/oz 2.3% (early Asia) 🥇 Gold: $4759/oz 4.2% Whats happening: Silver continues to unwind aggressively after extreme volatility Gold selling pressure accelerating after a strong multi-month run Risk-off + liquidity stress hitting commodities hard ⚠ Momentum clearly to the downside near-term metals are no longer acting like safe havens right now. https://twitter.com/i/web/status/2019553354670915599 https://twitter.com/i/web/status/2019553354670915599"
X Link 2026-02-05T23:26Z [----] followers, [--] engagements
"⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high"
X Link 2026-02-06T08:15Z [----] followers, [---] engagements
"🟡 Metals Market Update 🥇 Gold $4872 1.97% 🥈 Silver $73.88 4.31% 🟠 Copper $5.76 1.00% ⚙ Steel (CNY) [----] 0.32% 🔋 Lithium (CNY) [------] 5.88% ⛏ Iron Ore (CNY) [-----] 0.65% ⚪ Platinum $1989 3.95% 🏗 HRC Steel $973 0.30% What stands out 👀 Gold & silver bouncing after a brutal selloff Silver still extremely volatile after last weeks collapse Copper and industrial metals remain under pressure Lithium continues to cool despite strong YTD gains 📉 Volatility stays high sharp rebounds but trend still fragile. https://twitter.com/i/web/status/2019689468362416224"
X Link 2026-02-06T08:27Z [----] followers, [--] engagements
"🟣 Crypto Market Update 🟠 Bitcoin $64853 3.41% 🔵 Ethereum $1878 3.04% 🟡 BNB $620 1.80% 🔴 XRP $1.29 6.47% 🟣 Solana $79.48 1.82% 🟢 ADA $0.251 2.76% 🔷 DOT $1.27 2.45% ❄ AVAX $8.41 1.47% 🟦 MATIC $0.10 4.80% What stands out 👀 Relief bounce after a brutal multi-week selloff XRP leading majors on short-covering Still deep red on weekly/monthly trend remains fragile Volatility elevated dead-cat bounce risk vs. base-building 📉 Damage is real but buyers finally showing up at lower levels. https://twitter.com/i/web/status/2019690840403181944 https://twitter.com/i/web/status/2019690840403181944"
X Link 2026-02-06T08:33Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing