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# ![@Brooketaylortv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1241543417093451776.png) @Brooketaylortv Brooke Taylor

Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure.

### Engagements: XXXXXX [#](/creator/twitter::1241543417093451776/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +610%
- X Year XXXXXXXXXX +5,906%

### Mentions: XX [#](/creator/twitter::1241543417093451776/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:posts_active.svg)

- X Month XXX -XX%
- X Months XXXXX +125%
- X Year XXXXX +429%

### Followers: XXXXXX [#](/creator/twitter::1241543417093451776/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:followers.svg)

- X Week XXXXXX +0.67%
- X Month XXXXXX +8%
- X Months XXXXXX +211%
- X Year XXXXXX +1,216%

### CreatorRank: XXXXXXX [#](/creator/twitter::1241543417093451776/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2699 [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  #1841 [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [vc firms](/list/vc-firms)  [currencies](/list/currencies)  [agencies](/list/agencies) 

**Social topic influence**
[$meta](/topic/$meta) #52, [meta](/topic/meta) #4626, [$nvda](/topic/$nvda) #183, [$googl](/topic/$googl) #1796, [$zeta](/topic/$zeta) #7, [cash flow](/topic/cash-flow) #34, [flow](/topic/flow) #832, [$path](/topic/$path) #14, [$orcl](/topic/$orcl) #23, [$hood](/topic/$hood) #267

**Top accounts mentioned or mentioned by**
[@amitisinvesting](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@krispatel99](/creator/undefined) [@stockmktnewz](/creator/undefined) [@krossroads](/creator/undefined) [@logicalthesis](/creator/undefined) [@svtechie](/creator/undefined) [@wolffinancial](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@daveyjuice](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@couchinvestor](/creator/undefined) [@dillonvaldez](/creator/undefined) [@fundstrat](/creator/undefined) [@realmattmoney](/creator/undefined) [@finchatio](/creator/undefined) [@307fool](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@garciacap](/creator/undefined)

**Top assets mentioned**
[Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ZetaChain (ZETA)](/topic/$zeta) [UiPath, Inc. (PATH)](/topic/$path) [Oracle Corporation (ORCL)](/topic/$orcl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [SPX6900 (SPX)](/topic/$spx) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Orochi Network (ON)](/topic/$on) [Adobe, Inc. (ADBE)](/topic/$adbe) [Tesla, Inc. (TSLA)](/topic/$tsla) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Carvana Co. (CVNA)](/topic/$cvna) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Microsoft Corp. (MSFT)](/topic/$msft) [Intel Corporation (INTC)](/topic/$intc) [Cream (CRM)](/topic/$crm) [IBM (IBM)](/topic/ibm) [HashiCorp, Inc. Class A Common Stock (HCP)](/topic/$hcp) [Advanced Micro Devices (AMD)](/topic/$amd) [ServiceTitan, Inc. Class A Common Stock (TTAN)](/topic/$ttan) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CRH Public Limited Company (CRH)](/topic/$crh) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Ethereum (ETH)](/topic/$eth) [Coupang, Inc. (CPNG)](/topic/$cpng) [Ares Protocol (ARES)](/topic/$ares) [Applovin Corporation (APP)](/topic/applovin) [Alibaba Group (BABA)](/topic/$baba) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [ARK Innovation ETF (ARKK)](/topic/$arkk) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Apple, Inc. (AAPL)](/topic/$aapl) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Braze, Inc. Class A Common Stock (BRZE)](/topic/$brze) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Open Custody Protocol (OPEN)](/topic/$open) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Netflix Inc (NFLX)](/topic/$nflx) [Cloudflare, Inc. (NET)](/topic/$net) [Vixco (VIX)](/topic/$vix) [Johnson & Johnson (JNJ)](/topic/$jnj)
### Top Social Posts
Top posts by engagements in the last XX hours

"#EXCLUSIVE: Records show thousands of unaccompanied children who crossed the border under the Biden administration are unaccounted for leaving them vulnerable to exploitation trafficking and harsh working conditions. One of President Trumps key campaign promises was finding those children. I wanted to know who was in charge of tracking them How were they finding them I got a look at the team responsible for locating the children. @FoxNews"  
[X Link](https://x.com/Brooketaylortv/status/1964015151457370488)  2025-09-05T17:17Z 29.6K followers, 39.6K engagements


"ServiceTitan - Q2 FY2026 $TTAN XXXXXX +11.98% AH ✅ Revenue: $242.1M (Est. $230.0M) +25% YoY ✅ Non-GAAP EPS: $XXXX (Est. $0.18) Additional Metrics: GAAP EPS: -$0.35 Gross Transaction Volume (GTV): $22.9B +19% YoY Platform Revenue: $232.7M +26% YoY GAAP Op Loss: -$34.8M Non-GAAP Op Income: $29.2M (12.1% margin) Operating Cash Flow: $40.3M Non-GAAP FCF: $34.3M Net Dollar Retention: XXX% Q3 FY2026 Guidance: ⚪ Revenue: $237-239M (Est. $234.0M) ⚪ Non-GAAP Op Income: $14-15M FY2026 Guidance: ⚪ Revenue: $935-940M (Est. $931M) +22% YoY ⚪ Non-GAAP Op Income: $74-76M"  
[X Link](https://x.com/samsolid57/status/1963701038097322447)  2025-09-04T20:29Z 34.3K followers, 1924 engagements


"$TTAN SERVICETITAN PARTNERS WITH ROTO-ROOTER This deal expands ServiceTitans enterprise client base and could boost recurring revenue and market share in the trades software sector"  
[X Link](https://x.com/samsolid57/status/1963702964318789865)  2025-09-04T20:37Z 34.3K followers, 2304 engagements


"The market is DEF sniffing some big rates cuts when these players run like this. $OPEN $RKT $UWMC"  
[X Link](https://x.com/samsolid57/status/1963960213674905926)  2025-09-05T13:39Z 34.3K followers, 3122 engagements


"$UBER and $NBIS are investing up to $375M into Avride with robotaxi launches planned in Dallas by late 2025 and delivery robots already running orders for Uber Eats in multiple U.S. cities. Out of Nebiuss five businesses Avride is quickly becoming one of the most visible and popular thanks to its real-world traction in mobility and food delivery"  
[X Link](https://x.com/samsolid57/status/1982232009251664261)  2025-10-25T23:45Z 34.3K followers, 5658 engagements


"Clickhouse - XX% Stake Grew ARR over XXX% YoY with over 2000 customers. Other investors in the company include Altimeter Insight Partners and more Clients include: $NET $TSLA $META $VMEO $NFLX Anthropic"  
[X Link](https://x.com/samsolid57/status/1982265383597035664)  2025-10-26T01:57Z 34.3K followers, 3423 engagements


"The winner was everything this morning. Now the winners are $VIX $SQQQ and apparently $JNJ. 🤣"  
[X Link](https://x.com/samsolid57/status/1991626524303536174)  2025-11-20T21:55Z 34.3K followers, 8934 engagements


"Who wouldve thought that $ORCL would lose over $300B of market cap in a month This market is wild"  
[X Link](https://x.com/samsolid57/status/1991885990190080367)  2025-11-21T15:06Z 34.3K followers, 136.4K engagements


"DATABRICKS RAISES SALES GUIDANCE AND WILL COMPLETE A $5B ROUND FOR A $134B VALUATION $SNOW is at $85.1B Clickhouse is at $6.4B Long $NBIS. They own XX% of Clickhouse"  
[X Link](https://x.com/samsolid57/status/1995209780143772152)  2025-11-30T19:14Z 34.3K followers, 47.2K engagements


"Big move on $LEU this morning. Did you buy the pivot"  
[X Link](https://x.com/samsolid57/status/1995872206237434210)  2025-12-02T15:06Z 34.3K followers, 3976 engagements


"$AMZN is pushing their bet on custom ASIC chips for their $126B business. These are much higher margin since its built and designed in house and directly beneficial to LLM training complementing the Inferentia line. Imagine if they announce $MRVL as a codesigner. $XXX easily. Marvell reports this week"  
[X Link](https://x.com/samsolid57/status/1995888925412655496)  2025-12-02T16:12Z 34.3K followers, 18.6K engagements


"Is Trump pulling a "Now is a good time to buy stocks" announcement on Hassett as the Fed Chair"  
[X Link](https://x.com/samsolid57/status/1995947411186037139)  2025-12-02T20:05Z 34.3K followers, 3190 engagements


"$PATH CEO: Our unified platform and innovation continued to strengthen with partnerships in the public sector including the U.S. Department of Veteran Affairs"  
[X Link](https://x.com/samsolid57/status/1996343823350538557)  2025-12-03T22:20Z 34.3K followers, XXX engagements


"$PATH CFO Ashim Gupta: We are raising guidance for FY2026 Q4 to $462M-467M despite the Japanese Yen headwinds"  
[X Link](https://x.com/samsolid57/status/1996345666105409770)  2025-12-03T22:27Z 34.3K followers, 1027 engagements


"The Zucks did it. He is cutting Metaverse spending by PRECISELY XX% $META MONSTER MOVE"  
[X Link](https://x.com/samsolid57/status/1996584417146618323)  2025-12-04T14:16Z 34.3K followers, 7182 engagements


"$META TRIVIA QUESTION What happens to Operating Income next quarter"  
[X Link](https://x.com/samsolid57/status/1996639813316104499)  2025-12-04T17:56Z 34.3K followers, 3751 engagements


"STARTING IN XX MINUTES $META Zucks $PATH to XX Santa Clause 🎅 And Sports Picks on $HOOD"  
[X Link](https://x.com/samsolid57/status/1996651885164671379)  2025-12-04T18:44Z 34.3K followers, 13.9K engagements


"SentinelOne - Q3 FY2026 Earnings $S XXXXX XXXX% AH ✅ Revenue: $256.2M (Est: $256M) +23% YoY ✅ EPS: $XXXX (Est: $0.05) Additional Metrics: Non-GAAP Gross Margin: XX% +2 PPs YoY Non-GAAP Operating Margin: X% +33 PPs YoY Operating Cash Flow: $34M Free Cash Flow: $18M +7% margin Remaining Performance Obligations (RPO): $493M +36% YoY Cash and Equivalents: $1.1B FY2026 Q4 Guidance: Revenue: $263-267M (Est: $266M) +21-23% YoY EPS: $0.04-0.05 (Est: $0.05)"  
[X Link](https://x.com/samsolid57/status/1996692043272528007)  2025-12-04T21:24Z 34.3K followers, 3984 engagements


"Today is a great day to not short $META"  
[X Link](https://x.com/samsolid57/status/1996994093189419165)  2025-12-05T17:24Z 34.3K followers, 4782 engagements


"Congrats to shareholders of $CVNA Crazy comeback"  
[X Link](https://x.com/samsolid57/status/1997073440529055966)  2025-12-05T22:39Z 34.3K followers, 6657 engagements


"$CVNA CRAZY chart coming into rebalance for $SPX"  
[X Link](https://x.com/samsolid57/status/1997074753216196761)  2025-12-05T22:44Z 34.3K followers, 3800 engagements


"$META and $PATH calls today 🤝"  
[X Link](https://x.com/samsolid57/status/1996589537263571364)  2025-12-04T14:36Z 34.3K followers, 15.4K engagements


"OPPENHEIMER FORECASTS XX% UPSIDE ON $SPY IN 2026 That's right. $SPX 8100. Tell me you're bullish without telling me you're bullish"  
[X Link](https://x.com/samsolid57/status/1998128806104904064)  2025-12-08T20:33Z 34.3K followers, 4170 engagements


"$BMNR $ETH heading into the liquidity print tomorrow"  
[X Link](https://x.com/samsolid57/status/1998434145358458941)  2025-12-09T16:46Z 34.3K followers, 8984 engagements


"Veeva Systems - FY2026 Q1 Earnings $VEEV XXXXXX +11.22% AH ✅Revenue: $XXX (Est. $728M) + XX% ✅EPS: $XXXX (Est. $1.74)"  
[X Link](https://x.com/samsolid57/status/1927819322539245618)  2025-05-28T20:08Z 34.3K followers, 2387 engagements


"CANDIDATES FOR $SPX INCLUSION TODAY AT 5:15 PM ET With $CVX officially completing its acquisition of $HESS a spot just opened up in the S&P XXX. $APP Applovin $HOOD Robinhood $CVNA Carvana $ARES Ares Management $CPNG Coupang $VRT Vertiv $VEEV Veeva Systems"  
[X Link](https://x.com/samsolid57/status/1946270604841369661)  2025-07-18T18:07Z 34.3K followers, 35.5K engagements


"DAVID TEPPER HOLDS $1.3B IN $BABA AND $UNH Wall Streets favorite China bull is calling both value plays with asymmetric upside. Hes also sitting on nearly $2B across $MSFT $UBER $GOOGL $NVDA $AMZN plus energy bets in $VST and $NRG. Energy and AI"  
[X Link](https://x.com/samsolid57/status/1958699598660186426)  2025-08-22T01:15Z 34.3K followers, 19.3K engagements


"$SPX MOST EXPENSIVE STOCKS $PLTR Palantir $TSLA Tesla $INTC Intel $LYV Live Nation Entertainment $CCI Crown Castle $VTR Ventas $CRWD CrowdStrike $AXON Axon Enterprise $CSGP CoStar Group $ARE Alexandria Real Estate Equities Very surprised to see some in this list. But if Crown Castle can be here so can $ASTS in the future"  
[X Link](https://x.com/samsolid57/status/1958877716113141768)  2025-08-22T13:03Z 34.3K followers, 4041 engagements


"Veeva Systems - Q2 FY26 Earnings $VEEV XXXXXX -XXXX% ✅ Revenue: $789.1M (Est: $768.7M) +17% YoY ✅ EPS: $XXXX (Est: $1.90)"  
[X Link](https://x.com/samsolid57/status/1960798750332608616)  2025-08-27T20:17Z 34.3K followers, 2196 engagements


"Here is the FULL list of eligible candidates for $SPX inclusion today. $APP AppLovin Corp $MSTR MicroStrategy Inc $HOOD Robinhood Markets Inc $CRH CRH PLC $CVNA Carvana Co $ARES Ares Management Corp $LNG Cheniere Energy Inc $VRT Vertiv Holdings Co $FERG Ferguson Enterprises $VEEV Veeva Systems Inc $RDDT Reddit Inc $LPLA LPL Financial Holdings $EME EMCOR Group Inc $FIX Comfort Systems USA $PSTG Pure Storage Inc $PINS Pinterest Inc $ZM Zoom Communications $TOST Toast Inc $CG Carlyle Group Inc"  
[X Link](https://x.com/samsolid57/status/1964037246488891841)  2025-09-05T18:45Z 34.3K followers, 5954 engagements


"AST SPACEMOBILE SECURES STRATEGIC BACKING FROM MEXICOS AMRICA MVIL Amrica Mvil is committing $22B globally with part going to $ASTS to expand satellite coverage in Latin America. This comes amid recent noise after $TSLA CEO Musks SpaceX bought $17B in spectrum from $SATS EchoStar some interpreted that as a threat to AST SpaceMobile but that FUD was overblown. The stock is up over X% today and roughly XX% from last weeks lows"  
[X Link](https://x.com/samsolid57/status/1970137221257945197)  2025-09-22T14:44Z 34.3K followers, 4042 engagements


"Arista Networks - Q2 2026 Earnings $ANET XXXXXX -XXXX% AH ✅ Revenue: $2.31B (Est: $2.26B) +27.5% YoY ✅ EPS: $XXXX (Est: $0.69) Additional Metrics: Gross Margin: XXXX% Operating Margin: XXXX% GAAP Net Income: $911M Non-GAAP Net Income: $941M Non-GAAP Operating Income: $1.01B GAAP EPS: $XXXX Non-GAAP EPS Growth: +13.1% YoY Q3 2026 Guidance: ⚪ Revenue: $2.30-2.40B (Est: $2.36B) ⚪ Gross Margin: 61-63% ⚪ Operating Margin: 44-46%"  
[X Link](https://x.com/samsolid57/status/1985820317361861024)  2025-11-04T21:23Z 34.3K followers, 5937 engagements


"$PFE just won the bidding war against $NVO for the $10B acquisition of $MTSR. Did Novo just pull a fast one or are they pivoting to another GLP-1 candidate Either way if Metsera can command a XXX% premium $VKTX is worth at the very least $XX per share. - XX% premium $4.29B ($39.38/share) - XX% premium $5.00B ($45.94/share) - XXX% premium $5.72B ($52.50/share) - XXX% premium $7.15B ($65.62/share) - XXX% premium $8.58B ($78.75/share)"  
[X Link](https://x.com/samsolid57/status/1987202323186393212)  2025-11-08T16:55Z 34.3K followers, 4785 engagements


"Does anyone elses portfolio look like this right now"  
[X Link](https://x.com/samsolid57/status/1987690545888850083)  2025-11-10T01:15Z 34.3K followers, 249.6K engagements


"TeraWulf - Q3 FY2025 Earnings $WULF XXXXX -XXXX% AH ❌ Revenue: $50.6M (Est: $50.87M) ❌ EPS: -$1.13 (Est. -$0.04) Additional Metrics: - Adjusted EBITDA: $18.1M - HPC Lease Revenue: $7.2M (first quarter of recognition) - Digital Asset Revenue: $43.4M (+60.2% YoY) Strategic & Financial Highlights: - Signed X Fluidstack HPC leases worth $6.7B backed by $3.2B in Google credit enhancement - Formed Abernathy JV with Fluidstack and Google 25-year lease for 240600 MW site with $1.3B in Google credit support - Targets 250-500 MW of new HPC signings annually"  
[X Link](https://x.com/samsolid57/status/1987992172747239710)  2025-11-10T21:14Z 34.3K followers, 5073 engagements


"ANTHROPIC ANNOUNCES $XX BILLION AI DATA CENTER EXPANSION Anthropic announced plans for two massive AI data center projects worth $50B in Texas and New York. The buildout will be powered in partnership with Fluidstack"  
[X Link](https://x.com/samsolid57/status/1988625836237324401)  2025-11-12T15:12Z 34.3K followers, 28.2K engagements


"Cracks Under the Hood $FI $VG $CRWV"  
[X Link](https://x.com/samsolid57/status/1988845937800942051)  2025-11-13T05:46Z 34.3K followers, 8733 engagements


"Veeva Systems - Q3 FY2026 Earnings $VEEV XXXXXX -XXXX% AH ✅ Revenue: $812M (Est: $811M) +10% YoY ✅ EPS: $XXXX (Est: $1.29) +14% YoY Additional Metrics: - Subscription Services Revenue: $661M +17% YoY - Services Revenue: $150M -XX% YoY - Operating Income: $221M +37% YoY - Operating Margin: XXXX% +530bps YoY - Free Cash Flow: $345M +105% YoY - RPO: $4.6B +10% YoY Q4 FY2026 Guidance: Revenue: $832M-$834M (Est: $832M) EPS: $1.41-$1.42 (Est: $1.38) FY2026 Guidance: Revenue: $3.3B (Est: $3.3B) EPS: $XXXX (Est: $5.54)"  
[X Link](https://x.com/samsolid57/status/1991624999149662367)  2025-11-20T21:49Z 34.3K followers, 4375 engagements


"Cathie Wood buying more $BMNR and $CRWV through $ARKK and $ARKW"  
[X Link](https://x.com/samsolid57/status/1992228026814460268)  2025-11-22T13:45Z 34.3K followers, 7390 engagements


"$SNDK WILL BE ADDED TO THE S&P XXX $SPY will include Sandisk and replace $IPG this Friday. The stock is up XX% AH"  
[X Link](https://x.com/samsolid57/status/1993084064761622638)  2025-11-24T22:27Z 34.3K followers, 6531 engagements


"Cathie Wood buying $56M of $GOOGL was not in the cards for me. She also bought $21M of $META. Big adds to $ARKK and $ARKW"  
[X Link](https://x.com/samsolid57/status/1993519599065981117)  2025-11-26T03:18Z 34.3K followers, 9310 engagements


"Be careful which miner you invest in. My money is on $IREN. I like $CIFR too but I dont have a position right now. My preference leans toward operators that control the full stack including the software layer. Thats why $NBIS sits at the top of my list"  
[X Link](https://x.com/samsolid57/status/1994076238818992634)  2025-11-27T16:09Z 34.3K followers, 79.5K engagements


"Globex futures halted. The issue was cited to be a result of datacenter cooling. Long $VRT to anyone who is in. We also need to think about the power chip market. This includes datacenter MOSFET players like $ON introducing vertical GaN silicon. A much better profitability profile than $NVTS and $WOLF and US based which means its eligible for the CHIPS Act. This is why $SITM and $IFX are not as favorable candidates since most of the operations out ex-US. Long US onshoring companies $AMKR in the silicon supply chain. More DD to come growing to be one of my largest positions"  
[X Link](https://x.com/samsolid57/status/1994328790277718514)  2025-11-28T08:53Z 34.3K followers, 11K engagements


"Whenever I travel to Europe there are always an obscene amount of $NIO $BYDDF and $XPEV EVs around way more than $TSLA. That along with the boom in BEVs and PHEVs is what caused the major shift in the chart below"  
[X Link](https://x.com/samsolid57/status/1994928311248851399)  2025-11-30T00:35Z 34.3K followers, 15K engagements


"$JPM forecasts 2026 EPS growth for the Mag7 to surpass 20%. Thats insane"  
[X Link](https://x.com/samsolid57/status/1995809494257791311)  2025-12-02T10:57Z 34.3K followers, 18.8K engagements


"@patientinvestt $ON and $ZETA"  
[X Link](https://x.com/samsolid57/status/1995928819631526104)  2025-12-02T18:51Z 34.3K followers, 2254 engagements


"American Eagle Outfitters - Q3 2025 Earnings $AEO XXXXX +12.4% AH ✅ Revenue: $1.30B (Est: $1.32B) +5% YoY ✅ EPS: $XXXX (Est: $0.43) +88% YoY Additional Metrics: - Operating Income: $122M +48% YoY - Gross Margin: XXXX% +250 bps YoY - Inventory: Down X% YoY - Digital Revenue: +8% YoY - Store Revenue: +4% YoY Q4 2025 Guidance: ⚪ Revenue: $1.57B-1.60B (Est: $1.55B) +4-6% YoY ⚪ Operating Income: $135M-145M ⚪ FY EPS Guidance: Raised to $1.62-1.64 from prior $1.55-1.60 Segment Highlights: - Aerie Revenue: +12% YoY - American Eagle Revenue: +4% YoY - Store Traffic: +6% YoY - AEO brand margins also"  
[X Link](https://x.com/samsolid57/status/1995968068284285265)  2025-12-02T21:27Z 34.3K followers, 3431 engagements


"No idea why but Ill take it. $ON"  
[X Link](https://x.com/samsolid57/status/1996228023289549057)  2025-12-03T14:40Z 34.3K followers, 6063 engagements


"Knee deep in $ON and $AMKR"  
[X Link](https://x.com/samsolid57/status/1996268836711268386)  2025-12-03T17:22Z 34.3K followers, 3680 engagements


"Salesforce - Q3 FY2025 Earnings $CRM XXXXXX +5.38% AH ✅ Revenue: $8.72B (Est: $8.71B) +9% YoY ✅ EPS: $XXXX (Est: $2.06) Additional Metrics: - Operating Margin: XXXX% (GAAP) XXXX% (non-GAAP) - Subscription and Support Revenue: $8.17B +11% YoY - Remaining Performance Obligation (RPO): $25.5B +14% YoY - Current RPO: $13.5B +10% YoY - Free Cash Flow: $928M +108% YoY Q4 FY2025 Guidance: ⚪ Revenue: $9.18B-9.23B (Est: $9.22B) +10% YoY ⚪ EPS: $2.25-2.26 (Est: $2.18) FY2025 Guidance: ⚪ Revenue: $34.75B-34.80B (Est: $34.78B) +11% YoY ⚪ EPS: $8.18-8.19 (Est: $8.10) ⚪ Operating Margin (non-GAAP): XXXX% ⚪"  
[X Link](https://x.com/samsolid57/status/1996325801659396527)  2025-12-03T21:08Z 34.3K followers, 2791 engagements


"@SixSigmaCapital $ON still attractive"  
[X Link](https://x.com/samsolid57/status/1996698800694726808)  2025-12-04T21:51Z 34.3K followers, XXX engagements


"$OKLO does an ATM offering for XX% of their market cap"  
[X Link](https://x.com/samsolid57/status/1996702162085458214)  2025-12-04T22:04Z 34.3K followers, 7458 engagements


"@WOLF_Financial Also live on YouTube $ZETA $CFLT"  
[X Link](https://x.com/samsolid57/status/1998110037068407154)  2025-12-08T19:18Z 34.3K followers, XXX engagements


"$ON APPROVES A $6B BUYBACK PROGRAM Stock was up as much as XX% AH faded some. The market cap of the company is $18B so effectively buying back 1/3 of their market cap"  
[X Link](https://x.com/samsolid57/status/1990893685857284547)  2025-11-18T21:23Z 34.3K followers, 5973 engagements


"$BABA RELEASES THE QUARK S1 AI GLASSES As competition in the wearables market heats up Alibaba introduced a device that goes right at $META Ray Ban smart glasses. The Quark S1 runs on $QCOM Snapdragon XR chipset giving Qualcomm another win as AI wearables expand. Its a clear shift toward lighter everyday glasses instead of full-form headsets like the $AAPL Vision Pro or Metas Oculus models"  
[X Link](https://x.com/samsolid57/status/1993995032471212179)  2025-11-27T10:47Z 34.3K followers, 9383 engagements


"$GOOGL WAYMO TO INTEGRATE AUTONOMY INTO PUBLIC TRANSPORTATION This is insane Starting in Chandler AZ Waymo has partnered with $VIA to roll out autonomous vehicles into public transit"  
[X Link](https://x.com/samsolid57/status/1968653033572557261)  2025-09-18T12:27Z 34.3K followers, 3578 engagements


"Everyone knows the news that $GOOGL is investing $40B into a datacenter in Texas specifically in Haskell County. But we need to connect the dots here. Hyperscalers like Google and $MSFT are targeting this region and not just on their own. They are partnering with $IREN and $CIFR to rapidly build large scale datacenters in the area. Power is a bottleneck but these two companies have already booked the energy needed to power these datacenters at a combined 6GW of capacity in AI compute"  
[X Link](https://x.com/samsolid57/status/1989749616661991658)  2025-11-15T17:37Z 34.3K followers, 228.5K engagements


"GitLab - Q3 2025 Earnings $GTLB XXXXX -XXXX% AH ✅ Revenue: $244.4M (Est: $239M) +25% YoY ⚪ EPS: $XXXX (Est: $0.10) Additional Metrics: Non-GAAP Gross Margin: XX% +1.1 PPs YoY Non-GAAP Operating Margin: X% +11.9 PPs YoY Operating Cash Flow: $56.1M +89% YoY Free Cash Flow: $45.4M +49% YoY FY26 Guidance: ⚪ Revenue: $1.006B-1.008B (Est: $1.004B) +27% YoY ⚪ EPS: $0.66-0.67 (Est: $0.66) Q4 2025 Guidance: ✅ Revenue: $258M-260M (Est: $256M) ⚪ EPS: $0.12-0.13 (Est: $0.12) Segment Highlights: - RPO: $539.2M +39% YoY - Strong momentum in AI DevSecOps adoption - New AI features launched across Secure and"  
[X Link](https://x.com/samsolid57/status/1995963830640542136)  2025-12-02T21:10Z 34.3K followers, 4239 engagements


"$PATH CFO: We are hiring in our engineering segment and expanding sales capacity. Our focus has been continuing to drive efficiency in our processes and overlay functions"  
[X Link](https://x.com/samsolid57/status/1996349449925427404)  2025-12-03T22:42Z 34.3K followers, 2142 engagements


"@QualityInvest5 I owned $BKNG at $3300 and sold at $4500. Great company but I am trying to compound higher"  
[X Link](https://x.com/samsolid57/status/1997430985135436208)  2025-12-06T22:20Z 34.3K followers, XXX engagements


"$ACHR +6.66% OVERNIGHT This is some big hype in anticipation that the $TSLA announcement will be an eVTOL partnership with Archer. Wonder what that means for $JOBY as well"  
[X Link](https://x.com/samsolid57/status/1974989729671377158)  2025-10-06T00:06Z 34.3K followers, 401.1K engagements


"$TMQ INTERIOR SECRETARY ANNOUNCES US INVESTMENT IN TRILOGY METALS Stock was up as much as XXX% AH"  
[X Link](https://x.com/samsolid57/status/1975298069781766230)  2025-10-06T20:32Z 34.3K followers, 23.9K engagements


"After holding for a few months Peter Thiel cut his $BMNR position in half likely taking a loss on the sale. And interestingly based on the $ETH chart he trimmed the position right around the same levels Ethereum was trading at back in July"  
[X Link](https://x.com/samsolid57/status/1989496742291935707)  2025-11-15T00:52Z 34.3K followers, 143.1K engagements


"Which stock will do this tomorrow after $NVDA earnings"  
[X Link](https://x.com/samsolid57/status/1990982819603193907)  2025-11-19T03:17Z 34.3K followers, 423.8K engagements


"$MU is the best HBM company out of all three. The other two are Samsung and SK Hynix. But competition is heating up SK Hynix just partnered with 7-Eleven to fabricate the worlds first convenience-store HBM chips. At this point it might actually be game over"  
[X Link](https://x.com/samsolid57/status/1993576447718609382)  2025-11-26T07:03Z 34.3K followers, 6098 engagements


"$NVDA is down as much as XXXX% from its earnings pop to the trough lows last week. I would argue that the massive underperformance of $QQQ and $GOOGL is a temporary setback. I don't think it's manipulation. In fact I don't think the market is manipulated at all but there could be motives from big money in favor of rotation. Nevertheless $META has provided a massive opportunity since the downtrend and is up about XX% from its trough lows at $XXX. What a dispersion in the megacap space"  
[X Link](https://x.com/samsolid57/status/1995179007365747155)  2025-11-30T17:11Z 34.3K followers, 29.8K engagements


"Is $NVDA a buy"  
[X Link](https://x.com/samsolid57/status/1995181829486473319)  2025-11-30T17:23Z 34.3K followers, 25.4K engagements


"EARNINGS IM WATCHING THIS WEEK Here are the earnings Im keeping an eye on this week with a quick note on why each one matters. Monday $MDB software expansion driven by AI $CRDO networking competitor to $ALAB Tuesday $CRWD leading XDR security platform $MRVL baby $AVGO with custom ASIC momentum $OKTA identity access management now up against $CYBR under $PANW $GTLB pure-play DevOps platform $PSTG memory and storage for AI servers $AEO Sydney Sweeney. What else Wednesday $CRM software giant trying to reaccelerate $SNOW innovation engine for data ecosystems $PATH automation platform with a real"  
[X Link](https://x.com/samsolid57/status/1995205415131578739)  2025-11-30T18:56Z 34.3K followers, 17.5K engagements


"$HOOD ROBINHOOD ANNOUNCES A YES/NO EVENT ON DEC XX Is this the introduction of binary event markets Sports betting could be a door opener for Parleys. Degens unite"  
[X Link](https://x.com/samsolid57/status/1995560263974879667)  2025-12-01T18:26Z 34.3K followers, 15.5K engagements


"$CRDO is up XX% AH showing continued momentum in the chip supply chain"  
[X Link](https://x.com/samsolid57/status/1995601734660751440)  2025-12-01T21:11Z 34.3K followers, 4716 engagements


"$AAPL TOP DESIGN EXECUTIVE JUST JOINED ZUCKS AT $META Bullish"  
[X Link](https://x.com/samsolid57/status/1996301633450627372)  2025-12-03T19:32Z 34.3K followers, 12K engagements


"$MSFT Maia ASIC chips are designed by $MRVL. Today there was news that they are in talks with $AVGO to switch. We don't know if this is fact or not but the stock went from $100+ down X% AH. On top of that they were not added tot he S&P XXX today $SPX. Not looking too much into this but noticable. No position"  
[X Link](https://x.com/samsolid57/status/1997100815744750071)  2025-12-06T00:28Z 34.3K followers, 6135 engagements


"Will $ORCL go up or down after earnings"  
[X Link](https://x.com/samsolid57/status/1997361457164607856)  2025-12-06T17:44Z 34.3K followers, 16.1K engagements


"MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best risk-reward setups in the space. Free Cash Flow Margins $ZETA XX% $CRM XX% $ADBE XX% $HUBS XX% $BRZE X% $KVYO 15%"  
[X Link](https://x.com/samsolid57/status/1997383970531729846)  2025-12-06T19:13Z 34.3K followers, 14.4K engagements


"$HOOD making it rain ALL DAY +$3k today ✅ UGA ✅ Texas Tech"  
[X Link](https://x.com/samsolid57/status/1997449427129364813)  2025-12-06T23:33Z 34.3K followers, 7952 engagements


"My fundamental thoughts on $PATH. More on $ORCL and $ADBE on tomorrows stream 2PM EST"  
[X Link](https://x.com/samsolid57/status/1997812073678635184)  2025-12-07T23:34Z 34.3K followers, 19.5K engagements


"Robinhood announced entry into Indonesia with the acquisition of Buana Capital Sekuritas and licensed crypto trader Pedagang Aset Kripto. Indonesia is one of the largest and fastest-growing crypto markets in the world making this a major expansion play. $HOOD is up XXXX% overnight as investors react to the news"  
[X Link](https://x.com/samsolid57/status/1997843089420071030)  2025-12-08T01:38Z 34.3K followers, 12.2K engagements


"$IBM will buy $CFLT for about XXXXX per share. That is XX% upside from here. Congrats Confluent shareholders IBM recently purchased $HCP. Now becoming a centralized infrastructure and data streaming platform"  
[X Link](https://x.com/samsolid57/status/1997872068088791216)  2025-12-08T03:33Z 34.3K followers, 9070 engagements


"Ok late night question for the 2PM EST Solid Report tomorrow. Do we want to talk football for a segment American football Dont worry were going to discuss $ORCL $ADBE and $ZETA. Be sure to catch it live on @WOLF_Financial YT"  
[X Link](https://x.com/samsolid57/status/1997911625022705778)  2025-12-08T06:10Z 34.3K followers, 3796 engagements


"THE SOLID REPORT: LIVE AT 2:15 PM EST YouTube Link in Reply New Kid on the Block $ZETA $TTD IBM on an Acquisition Spree $IBM $HCP $CFLT FOMC is COMING $SPY $QQQ Oracle and Adobe $ORCL $ADBE"  
[X Link](https://x.com/samsolid57/status/1998107562236149936)  2025-12-08T19:09Z 34.3K followers, 4308 engagements


"THE SOLID REPORT: LIVE AT 2:15 PM EST New Kid on the Block $ZETA $TTD IBM on an Acquisition Spree $IBM $HCP $CFLT FOMC is COMING $SPY $QQQ Oracle and Adobe $ORCL $ADBE"  
[X Link](https://x.com/samsolid57/status/1998107564744327567)  2025-12-08T19:09Z 34.3K followers, 15.5K engagements


"@Axa_Amit Last Thursday"  
[X Link](https://x.com/samsolid57/status/1998127488803999973)  2025-12-08T20:28Z 34.3K followers, XX engagements


"President Trump told President Xi Jinping that the U.S. will allow $NVDA to sell H200 chips to China. $AMD and $INTC will be allowed to sell chips to China as well. The agreement includes XX% of sales being paid to the U.S. government"  
[X Link](https://x.com/samsolid57/status/1998145222023533051)  2025-12-08T21:38Z 34.3K followers, 21K engagements


"$SOFI completed its $1.5B offering today at $XXXXX per share"  
[X Link](https://x.com/samsolid57/status/1998159811943489598)  2025-12-08T22:36Z 34.3K followers, 38.6K engagements


"@QualityInvest5 More gains than $ADBE made in a decade"  
[X Link](https://x.com/samsolid57/status/1998271340206510530)  2025-12-09T05:59Z 34.3K followers, XXX engagements


"China is reportedly setting limits to access the H200 chips. They want them. They know they do. $NVDA is reversed its AH games yesterday and now red on the day"  
[X Link](https://x.com/samsolid57/status/1998407806882570711)  2025-12-09T15:02Z 34.3K followers, 6395 engagements


"Is 2026 going to be a year for the S&P XXX Only $GOOGL and $NVDA are beating $SPY YTD. Meanwhile profitable small and mid-cap companies have bounced considerably since the November lows"  
[X Link](https://x.com/samsolid57/status/1998449785771331669)  2025-12-09T17:48Z 34.3K followers, 2617 engagements


"Does China Want NVDA Chips The Solid Report LIVE IN XX MINUTES ON WOLF YT Approved for Selling H200 to China $NVDA $AMD Is 2026 the Year for S&P XXX $SPY $IWM Fed Will Cut Tomorrow $TLT Portfolio Consolidation into EOY $AMKR $ZETA $PATH"  
[X Link](https://x.com/samsolid57/status/1998469700574130509)  2025-12-09T19:08Z 34.3K followers, 2646 engagements


"WE ARE LIVE YouTube Link Below"  
[X Link](https://x.com/samsolid57/status/1998478387124515140)  2025-12-09T19:42Z 34.3K followers, 4156 engagements


"YOUTUBE: Does China Want NVDA Chips"  
[X Link](https://x.com/samsolid57/status/1998478428945965275)  2025-12-09T19:42Z 34.3K followers, 2416 engagements


"SpaceX is considering an IPO at $1.5T $RKLB is up on the news"  
[X Link](https://x.com/samsolid57/status/1998493466448576658)  2025-12-09T20:42Z 34.3K followers, 7960 engagements


"$BRZE IS UP X% AH AFTER A TRIPLE BEAT Guiding for XX% growth in FY2026 FCF Margins at 9.3%"  
[X Link](https://x.com/samsolid57/status/1998502201514422773)  2025-12-09T21:17Z 34.3K followers, 4000 engagements


"@Mr_Derivatives Sht talking game on"  
[X Link](https://x.com/samsolid57/status/1998513761364393997)  2025-12-09T22:03Z 34.3K followers, XXX engagements