#  @schaeffers Schaeffer's Investment Research Several major companies are set to report earnings, including Airbnb, Block, and Datadog, with implied earnings moves ranging from 6.99% to 19.6%. Datadog's earnings report caused its stock to surge to a 4-year high. Meanwhile, market trends indicate that tech stocks are experiencing volatility, and retail investors are expected to support stocks into year-end. ### Engagements: [-----] [#](/creator/twitter::22814481/interactions)  - [--] Week [-------] -45% - [--] Month [-------] +75% - [--] Months [---------] +236% - [--] Year [---------] +3,651% ### Mentions: [---] [#](/creator/twitter::22814481/posts_active)  - [--] Week [---] -22% - [--] Month [-----] +26% - [--] Months [-----] +200% - [--] Year [------] +4,493% ### Followers: [------] [#](/creator/twitter::22814481/followers)  - [--] Week [------] +0.39% - [--] Month [------] +3% - [--] Months [------] +27% - [--] Year [------] +57% ### CreatorRank: [---------] [#](/creator/twitter::22814481/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 100% [stocks](/list/stocks) 77.74% [technology brands](/list/technology-brands) 21.73% [cryptocurrencies](/list/cryptocurrencies) 12.54% [automotive brands](/list/automotive-brands) 4.59% [exchanges](/list/exchanges) 3.18% [financial services](/list/financial-services) 2.65% [countries](/list/countries) 1.94% [social networks](/list/social-networks) 1.94% [currencies](/list/currencies) 1.77% **Social topic influence** [ai](/topic/ai) 8.83%, [strong](/topic/strong) 5.48%, [$googl](/topic/$googl) 5.3%, [history](/topic/history) 4.95%, [$amzn](/topic/$amzn) #1129, [stocks](/topic/stocks) 4.59%, [bullish](/topic/bullish) 4.42%, [ceo](/topic/ceo) 4.42%, [eps](/topic/eps) #238, [$msft](/topic/$msft) 3.53% **Top accounts mentioned or mentioned by** [@nyse](/creator/undefined) [@nasdaqexchange](/creator/undefined) [@investorsintell](/creator/undefined) [@pamelawatson500](/creator/undefined) [@hundenrufus](/creator/undefined) [@yorkspacesystem](/creator/undefined) [@ameriprise](/creator/undefined) [@mybobs](/creator/undefined) [@aynirealtor](/creator/undefined) [@finxweekly](/creator/undefined) [@ndrresearch](/creator/undefined) [@edclissold](/creator/undefined) [@sethcl](/creator/undefined) [@waynewhaley1136](/creator/undefined) [@almanactrader](/creator/undefined) [@bluekurtic](/creator/undefined) [@petermallouk](/creator/undefined) [@mikezaccardi](/creator/undefined) [@factset](/creator/undefined) [@themarketear](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [SPX6900 (SPX)](/topic/$spx) [Novo-Nordisk (NVO)](/topic/$nvo) [Strategy (MSTR)](/topic/$mstr) [Apple, Inc. (AAPL)](/topic/$aapl) [Bloom Energy Corporation (BE)](/topic/$be) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Eli Lilly and Company (LLY)](/topic/$lly) [Netflix Inc (NFLX)](/topic/$nflx) [Roblox Corp. (RBLX)](/topic/$rblx) [Reddit, Inc. (RDDT)](/topic/$rddt) [Now Coin (NOW)](/topic/$now) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Moderna Inc (MRNA)](/topic/$mrna) [monday.com Ltd. (MNDY)](/topic/$mndy) [Spotify Technology (SPOT)](/topic/$spot) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Cloudflare, Inc. (NET)](/topic/$net) [Datadog Inc (DDOG)](/topic/$ddog) [Orochi Network (ON)](/topic/$on) [Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Crocs, Inc. (CROX)](/topic/$crox) [AppLovin Corporation (APP)](/topic/$app) [Metadium (META)](/topic/$meta) [Unity Software Inc. (U)](/topic/$u) [CVS Health Corp (CVS)](/topic/$cvs) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [UnitedHealth Group (UNH)](/topic/$unh) [Mattel, Inc. (MAT)](/topic/$mat) [Coldstack (CLS)](/topic/$cls) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) ### Top Social Posts Top posts by engagements in the last [--] hours "🚩 UNUSUAL OPTIONS ACTIVITY: Molson-Coors $TAP is trading lower today. down -0.7% at midday but put activity is surging with 33K puts already traded running at 192x average vol. Heavy action at Feb [----] & [--] puts (16.7K each). Despite recent weakness stock still +5% in 2026" [X Link](https://x.com/schaeffers/status/2014749223686693292) 2026-01-23T17:17Z 12.9K followers, [---] engagements "REMINDER: American Axle & Manufacturing $AXL officially rebrands to Dauch Corporation and starts trading as $DCH today aligning with its planned Dowlais acquisition and a shift toward a broader less product-specific identity" [X Link](https://x.com/schaeffers/status/2019414457823137992) 2026-02-05T14:15Z 12.9K followers, [---] engagements "Memory trade 🔥 AI demand is pulling NAND pricing higher and pushing customers to lock in 2027-2028 supply. a strong signal the cycle has legs. $MU $WDC $STX are all ripping premarket with $SNDK leading after Kioxias bullish guide. 🧠📈" [X Link](https://x.com/schaeffers/status/2021928833621143837) 2026-02-12T12:46Z 12.9K followers, [---] engagements "Mosaic $MOS has rallied +18% YTD but just crashed into a historically bearish trendline. Our quant's stats: [--] similar signals in 10Y led to stock down 76% of the time 30D later avg -5.7% return. Current RSI [--] = overbought. Options still cheap (SVI [--] / SVS 91). 🧐" [X Link](https://x.com/schaeffers/status/2015880253726449908) 2026-01-26T20:11Z 12.9K followers, [---] engagements "Crocs $CROX just delivered a blowout earnings report Q4 sales and EPS beat every analyst estimate and [----] EPS guidance came in well above even the highest forecast. Stock up double digits. The catch HeyDude remains a headwind. CROCS $CROX EARNINGS ARE OUT 🟢 EPS: $2.29 Est. $1.91 🟢 REV: $957.6M Est. $917.1M IMPLIED MOVE TODAY: 12.3% https://t.co/qZUiXRfXp0 CROCS $CROX EARNINGS ARE OUT 🟢 EPS: $2.29 Est. $1.91 🟢 REV: $957.6M Est. $917.1M IMPLIED MOVE TODAY: 12.3% https://t.co/qZUiXRfXp0" [X Link](https://x.com/schaeffers/status/2021966617194926554) 2026-02-12T15:16Z 12.9K followers, [---] engagements "*NEW IPO ALERT* York Space Systems $YSS Turnkey satellite missions from build to orbit 🚀 @YorkSpaceSystem lands on Wall Street. $YSS https://t.co/H4g1cuVzuy Turnkey satellite missions from build to orbit 🚀 @YorkSpaceSystem lands on Wall Street. $YSS https://t.co/H4g1cuVzuy" [X Link](https://x.com/schaeffers/status/2016868935740637315) 2026-01-29T13:40Z 12.9K followers, [----] engagements "Options traders are piling in on Mineralys $MLYS today Over 92K puts have changed hands That's 50X the norm. The most popular contract is the March [--] put with new positions being bought to open. The biotech stock is +3.4% today at$29.20 & boasts +192.5% y/y gain" [X Link](https://x.com/schaeffers/status/2019829526415700065) 2026-02-06T17:44Z 12.9K followers, [---] engagements "Monday Feb [--] [----] U.S. markets will be closed for Presidents Day" [X Link](https://x.com/schaeffers/status/2022289653542572448) 2026-02-13T12:40Z 12.9K followers, [---] engagements "🚨 Chip war escalation: The US has pulled $TSM waiver to freely ship supplies to its Nanjing fab ending its validated end user status by Dec. [--]. This mirrors moves against $SSNLF & $HXSCL adding uncertainty as firms now need individual US approvals for shipments" [X Link](https://x.com/schaeffers/status/1962866093770338495) 2025-09-02T13:11Z 12.9K followers, [----] engagements "NEW COVERAGE: $BRCB the Starbucks meets Dutch Bros play gets a flood of Buy ratings as analyst quiet period ends: 💥 Jefferies leads w/ Buy 🏦 Morgan Stanley Stifel Baird William Blair Raymond James also bullish ⚠ JPM neutral but sees big opportunity" [X Link](https://x.com/schaeffers/status/1975561026327466054) 2025-10-07T13:57Z 12.9K followers, [---] engagements "WOW investors did NOT like $BRCB's first official report post-IPO" [X Link](https://x.com/schaeffers/status/1988356533265330463) 2025-11-11T21:21Z 12.9K followers, [----] engagements "📈 Options traders are piling into $IOT after an earnings beat 24K calls traded already - 9x average call volume & 3x puts. Heavy interest on Dec [--] calls & todays 12/5 48-strike weekly. Stock +13.8% at $46.35 testing June highs near $48" [X Link](https://x.com/schaeffers/status/1997006957408821614) 2025-12-05T18:15Z 12.9K followers, [---] engagements ": $MRVL 🔴 Benchmark cuts to Hold after industry checks suggest $AMZN Tranium [--] & [--] designs went to rival Alchip. Analysts now expect just 20% XPU growth in 2026" [X Link](https://x.com/schaeffers/status/1998026169074307125) 2025-12-08T13:45Z 12.9K followers, [----] engagements ""High-conviction picks" for [----] c/o KeyBanc: 🔧 $TTAN: clear share winner in under-digitized trades (10% penetration) 🏘 $APPF: Resident services could drive 20%+ rev growth in '26. 🏗 $ADSK: steady execution margin expansion & transaction-model tailwinds support growth" [X Link](https://x.com/schaeffers/status/2001692558519677252) 2025-12-18T16:34Z 12.9K followers, [---] engagements "Axsome Therapeutics $AXSM is ripping +19% today after the FDA granted Priority Review for a major label expansion of AXS-05 (Auvelity) in Alzheimers agitation and cleared the path for a narcolepsy filing. PDUFA action date: April [--] 2026" [X Link](https://x.com/schaeffers/status/2006395051442942269) 2025-12-31T16:00Z 12.9K followers, [----] engagements "THIS WEEK'S IPO UPDATES 📝 Analyst quiet period expires: $LMRI $WLTH $JMG $CDNL 🔓 IPO lockup expirations: $DLXY $MSGY" [X Link](https://x.com/schaeffers/status/2007839688665580030) 2026-01-04T15:41Z 12.9K followers, [---] engagements "JUST IN: Alibaba's $BABA maps unit Amap is launching an AI-powered service for restaurants allowing merchants to create 3D interior images from photos or videos per Bloomberg" [X Link](https://x.com/schaeffers/status/2007965501063143824) 2026-01-05T00:00Z 12.9K followers, [---] engagements ": $OMC 🔴 PT $77 (from $87) BofA flags Omnicom's organic growth risk potential EPS dilution from asset sales and reinvestment needs tied to IPG assets. 2026-28 EPS estimates cut 7-12%" [X Link](https://x.com/schaeffers/status/2008220508131594356) 2026-01-05T16:54Z 12.9K followers, [---] engagements "🟢 U.S. DEFENSE UPDATE: Defense stocks rally as markets bet geopolitics wont escalate. Huntington Ingalls $HII +4% to $363.86 after tagging record $365.92 Stock +80% in [----] +98% in last 9M holding support at the 20DMA. Call options trading at 3x norm led by June 460C" [X Link](https://x.com/schaeffers/status/2008268022381977987) 2026-01-05T20:03Z 12.9K followers, [---] engagements "- $WDFC ❌ EPS: $1.28 (-$0.17 miss) ❌ Rev: $154.4M (+0.6% y/y -$0.7M miss) 🛠 Maintenance sales: $148.9M (+2%) 📈 Gross margin: 56.2% (up from 54.8%) 📉 Op income: $23.3M (-7% y/y) 📉 Net income: $17.5M (-8% y/y)" [X Link](https://x.com/schaeffers/status/2009378409936236832) 2026-01-08T21:35Z 12.9K followers, [---] engagements "*NEW CRYPTO IPO WATCH* BitGo files to raise $201M at $15-$17/share ticker $BTGO. Valuation approx. $1.96B. First crypto IPO of [--] after last years $CRCL $GEMI $BLSH wave under pro-crypto policy backdrop" [X Link](https://x.com/schaeffers/status/2010732708520169608) 2026-01-12T15:16Z 12.9K followers, [---] engagements "The Needham Growth Conference starts today Presenters include reps from Ondas $ONDS PagerDuty $PD Surf Air Mobility $SRFM Bitfarms $BITF Rigetti Computing $RGTI and Navitas $NVTS. Event is often a catalyst for guidance and pipeline updates" [X Link](https://x.com/schaeffers/status/2011042291511636080) 2026-01-13T11:47Z 12.9K followers, [----] engagements "StubHub $STUB +13.70% as the market reacts to a newly launched class-action lawsuit targeting the company. The stock public since September pushing for a 3rd straight win and +22% this week breaking above recent resistance near $14" [X Link](https://x.com/schaeffers/status/2011851382777577951) 2026-01-15T17:22Z 12.9K followers, [---] engagements "Ahead of earnings Stifel raised PTs & urged investors to build a [----] basket across hybrid AI AI networking & analog/Edge AI names. PT hikes included: $ADI ($330) $MTSI ($215) $SITM ($400) $MCHP ($90) $SMTC ($90)" [X Link](https://x.com/schaeffers/status/2012187041791132071) 2026-01-16T15:35Z 12.9K followers, [---] engagements "MS downgraded hardware names after CIO survey showed hardware budgets set to grow just +1% in [----] lowest in [--] years (ex-2020). These stocks are relatively expensive at 20x NTM P/E. $NTAP to UW (PT $89 from $117) $LOGI to UW (PT $89 from $107) $CDW to EW (PT $141 from $177)" [X Link](https://x.com/schaeffers/status/2013654456747872660) 2026-01-20T16:46Z 12.9K followers, [---] engagements "PROGRESS SOFTWARE $PRGS EARNINGS ARE OUT 🟢 EPS: $1.51 Est. $1.31 🔴 REV: $252.666M Est. $252.862M IMPLIED EARNINGS MOVE TOMORROW: 15.61%" [X Link](https://x.com/schaeffers/status/2013720995958304898) 2026-01-20T21:11Z 12.9K followers, [----] engagements "Automotive World Tokyo kicks off today It's a major exhibition focused on advanced auto technologies. Speakers include reps from Toyota $TM Nissan Honda $HMC Mazda and Suzuki" [X Link](https://x.com/schaeffers/status/2013933594004038069) 2026-01-21T11:16Z 12.9K followers, [---] engagements "Steph Curry just gave On $ONON its first NBA moment lacing up Federers The Roger in warmups With his Under Armor $UA contract expired the sighting sparked endorsement chatter and a potential hoops push for On Stock +4.6%. today Stephen Curry is wearing Roger Federers signature THE ROGER Pro Fire during warm-ups 😳🤯 https://t.co/2buqqCDWml Stephen Curry is wearing Roger Federers signature THE ROGER Pro Fire during warm-ups 😳🤯 https://t.co/2buqqCDWml" [X Link](https://x.com/schaeffers/status/2014042577167679602) 2026-01-21T18:29Z 12.9K followers, [---] engagements "Mission Produce $AVO popping +5.2% after the board adopted a 1-year poison pill to prevent any holder from quietly surpassing 15% without paying a premium Rights only trigger if the threshold is crossed protecting existing shareholders while not blocking bona fide bids" [X Link](https://x.com/schaeffers/status/2014352544558895602) 2026-01-22T15:00Z 12.9K followers, [---] engagements "$CSX EARNINGS ARE OUT 🔴 EPS: $0.39 Est. $0.42 🔴 REV: $3.51B Est. $3.544B IMPLIED MOVE TOMORROW: 3.96%" [X Link](https://x.com/schaeffers/status/2014444062468673682) 2026-01-22T21:04Z 12.9K followers, [---] engagements "$CSX WITH A DOUBLE EARNINGS MISS AND ERASE TODAY'S LOSSES $CSX EARNINGS ARE OUT 🔴 EPS: $0.39 Est. $0.42 🔴 REV: $3.51B Est. $3.544B IMPLIED MOVE TOMORROW: 3.96% https://t.co/FR73gdZBl9 $CSX EARNINGS ARE OUT 🔴 EPS: $0.39 Est. $0.42 🔴 REV: $3.51B Est. $3.544B IMPLIED MOVE TOMORROW: 3.96% https://t.co/FR73gdZBl9" [X Link](https://x.com/schaeffers/status/2014444427167633747) 2026-01-22T21:05Z 12.9K followers, [---] engagements "$CSX has an implied earnings move of 3.42% 📊 $CSX Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.39 (vs. $0.42 est.) YoY: 7.14% (from $0.42) ❌ Revenue Miss Sales: $3.510B (vs. $3.544B est.) YoY: 0.85% (from $3.540B) 📊 $CSX Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.39 (vs. $0.42 est.) YoY: 7.14% (from $0.42) ❌ Revenue Miss Sales: $3.510B (vs. $3.544B est.) YoY: 0.85% (from $3.540B)" [X Link](https://x.com/schaeffers/status/2014451757040992317) 2026-01-22T21:35Z 12.9K followers, [---] engagements "ALASKA AIR $ALK EARNINGS ARE OUT 🟢 EPS: $0.43 Est. $0.11 🔴 REV: $3.63B Est. $3.64B IMPLIED MOVE TODAY: 9.83%" [X Link](https://x.com/schaeffers/status/2014677270900736361) 2026-01-23T12:31Z 12.9K followers, [----] engagements "Ethereum treasury firm ETHZilla $ETHZ just bought two aircraft engines for $12.2M via a new aerospace subsidiary part of its push into tokenizing real-world assets (RWAs). The engines are already leased to a major airline" [X Link](https://x.com/schaeffers/status/2014738192398696645) 2026-01-23T16:33Z 12.9K followers, [---] engagements "Shell $SHEL & its partners are weighing up to $20B to develop Nigerias Bonga South West deepwater oilfield CEO Sawan said after meeting President Tinubu. Bonga could hold 820M barrels with peak output of 220K bpd; partners include $XOM $E and Nigerian National Petroleum" [X Link](https://x.com/schaeffers/status/2015170492836298883) 2026-01-24T21:11Z 12.9K followers, [---] engagements "Key deals last week across sectors: 🤝 Clorox $CLX to buy GOJO (Purell maker) for $2.25B 🤝 Capital One $COF to buy Brex for $5.15B 🤝 $GSK to buy $RAPT Therapeutics for $2.2B 🤝 Papyal $PYPL to buy Cymbio 🤝 Organon $OGN pops on non-binding Sun Pharma bid" [X Link](https://x.com/schaeffers/status/2015512388561178861) 2026-01-25T19:49Z 12.9K followers, [---] engagements "Eaton $ETN +1.4% premarket after announcing plans to spin off its Vehicle & eMobility units into a separate publicly traded company. Move aligns with its [----] strategy to focus on higher-growth electrical & aerospace ops. Spin expected by [----] tax-free to shareholders. BNP Paribas just named Eaton $ETN a top pick for [----] citing accelerating AI data center demand & valuation disconnect. Analyst sets PT at $430 (30% upside) w/bull case toward $500. Also highlights Boyd acquisition & potential vehicle unit separation as shareholder-friendly. https://t.co/CU5mjOR9NA BNP Paribas just named Eaton" [X Link](https://x.com/schaeffers/status/2015783889973711077) 2026-01-26T13:48Z 12.9K followers, [---] engagements "PREMARKET NEWS & MOVES: 🟩 $STLD beat EPS but missed on rev. 🟥 $MU Samsung taps $NVDA for next-gen memory supply. 🟩 $APP upgraded to Buy from Hold at Needham. 🟩 $IONQ to acquire SkyWater $SKYT for $1.8B" [X Link](https://x.com/schaeffers/status/2015793756281225481) 2026-01-26T14:27Z 12.9K followers, [---] engagements "On deck today - shareholders vote on: 🗳 New Gold/Coeur Mining $NGD & $CDE 🗳 SM Energy/Civitas Resources $SM & $CIVI 🗳 PotlatchDeltic/Rayonier $PCH & $RYN" [X Link](https://x.com/schaeffers/status/2016091310651015373) 2026-01-27T10:10Z 12.9K followers, [---] engagements "PREMARKET NEWS & MOVES: $NUE Q4 EPS + revenue miss $MU investing $24B in Singapore (10 yrs) $PINS cutting less than 15% staff for AI push $GM upbeat Q4 + stronger FY outlook" [X Link](https://x.com/schaeffers/status/2016155583242522972) 2026-01-27T14:25Z 12.9K followers, [---] engagements "BTC miner stocks are taking a hit as bear-market fears grow and a winter storm forces shutdowns. KBW cut $BITF $BTDR and $HIVE to Market Perform citing risky AI pivots. Hashrate plunged to [---] EH/s from [----] ZH/s (**largest drop EVER**) but analysts say its likely temporary. https://twitter.com/i/web/status/2016221339514733032 https://twitter.com/i/web/status/2016221339514733032" [X Link](https://x.com/schaeffers/status/2016221339514733032) 2026-01-27T18:46Z 12.9K followers, [---] engagements "😬 $UNH is now -48% y/y after breaking below its 120DMA to August lows. Today's flow: 480K calls / 342K puts (8X NORM VOLUME). Biggest line = Jan [--] $600Cs sold to open. Short-term sentiment is bearish (SOIR 97th pct). SVS [--] = realized vol implied. UNITEDHEALTH $UNH EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.10 🔴 REV: $113.22B Est. $113.87B IMPLIED MOVE TODAY: 4.98% https://t.co/s6EQbYRrtl UNITEDHEALTH $UNH EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.10 🔴 REV: $113.22B Est. $113.87B IMPLIED MOVE TODAY: 4.98% https://t.co/s6EQbYRrtl" [X Link](https://x.com/schaeffers/status/2016241401164411054) 2026-01-27T20:06Z 12.9K followers, [---] engagements "Mattel $MAT is officially rolling out a KPop Demon Hunters toy line via its Netflix $NFLX partnership featuring dolls figures playsets collectibles & integrations w/ American Girl Polly Pocket UNO and Little People. Preorders now major drops Summer-Fall [--]. 🚀" [X Link](https://x.com/schaeffers/status/2016273484297413068) 2026-01-27T22:13Z 12.9K followers, [---] engagements "🐻 : $NUE Cuts to Neutral on rising import risk. Lower-cost steel from SE Asia/Brazil likely hits U.S. HRC supply starting Feb plus Section [---] & USMCA risks. UBS sees [----] HRC $876/st vs $950 today. Stock already down post-earnings miss" [X Link](https://x.com/schaeffers/status/2016604148431536310) 2026-01-28T20:07Z 12.9K followers, [---] engagements "Nextpower $NXT rips +11% on beat & raise & KeyBanc upgrade to Overweight. 21/28 analysts rate Buy+ consensus PT $117.25 (now in play). Options hot today at 4x avg (Feb 110c most traded). Momentum strong after 20DDMA bounce; +195% YoY. $NXT is RIPPING higher on a wave of positives: beat & raise record backlog 2.25GW Saudi JV order robust global demand platform expanding beyond trackers KeyBanc upgrade to Overweight ($142 PT) AND a debt-free balance sheet w/ buyback optionality https://t.co/SQCXVcSLHz $NXT is RIPPING higher on a wave of positives: beat & raise record backlog 2.25GW Saudi JV" [X Link](https://x.com/schaeffers/status/2016611853481246874) 2026-01-28T20:38Z 12.9K followers, [---] engagements "All implied post-earnings moves for Thurs 1/29: $XRX 23.30% $LC 13.70% $TAL 12.36% $STM 10.40% $CLS 10.17% $SLG 9.05% $LEVI 7.90% $CHRW 7.81% $RCL 7.13% $VLY 7.04% $NOW 6.76% $LRCX 6.68% $IP 6.59% $DOW 6.33% $NOK 6.30% $LUV 6.26% $SNY 6.01% $META 5.73% $IBM 5.44% $CMCSA 5.26% $TSCO 5.12% $BX 5.06% $CAT 5.03% $VLO 5.02% $LVS 5.00% $TSLA 4.95% $LMT 4.57% $MSFT 4.36% $TMO 4.34% $HON 4.01% $MA 3.75% $NLY 3.39% $MO 3.18% https://twitter.com/i/web/status/2016614236777304336 https://twitter.com/i/web/status/2016614236777304336" [X Link](https://x.com/schaeffers/status/2016614236777304336) 2026-01-28T20:47Z 12.9K followers, [----] engagements "Today's Voting Day Kimberly Clark $KMB shareholders will decide on the $49B Kenvue $KVUE acquisition today. ISS already recommended FOR citing strategic benefits and synergies" [X Link](https://x.com/schaeffers/status/2016874219611795835) 2026-01-29T14:01Z 12.9K followers, [----] engagements "DEAL APPROVED $KMB & $KVUE shareholders approved the mega-merger creating a $32B health & wellness giant combining diapers-to-Tylenol brands. Deal values Kenvue at $48.7B closes 2H26 and positions the company to serve roughly half the worlds population. 🥳 Today's Voting Day Kimberly Clark $KMB shareholders will decide on the $49B Kenvue $KVUE acquisition today. ISS already recommended FOR citing strategic benefits and synergies. https://t.co/EWd3fbZxuj Today's Voting Day Kimberly Clark $KMB shareholders will decide on the $49B Kenvue $KVUE acquisition today. ISS already recommended FOR" [X Link](https://x.com/schaeffers/status/2016916468990906530) 2026-01-29T16:48Z 12.9K followers, [---] engagements "Synchrony Financial $SYF setup to watch: After a Jan pullback (-6.3% MTD) shares held new support near $75 and now sit on a historically bullish trendline. Our quant's signal: similar setups saw +5.5% avg 30-day gains (& a 64% hit rate). Options lean bullish; vol looks cheap" [X Link](https://x.com/schaeffers/status/2016955928172523524) 2026-01-29T19:25Z 12.9K followers, [---] engagements "FirstSolar $FSLR sinking -11% today and BMO just added on a downgrade to Market Perform (PT $263). Catalyst: growing concern that Tesla $TSLA could build large U.S. solar module capacity creating a sentiment overhang and long-term pricing risk for First Solar" [X Link](https://x.com/schaeffers/status/2016966457561649220) 2026-01-29T20:07Z 12.9K followers, [---] engagements "Unless Mag [--] reports materially reset earnings outlook (which we believe will not be the case) the early-year preference for small caps & non-tech cyclicals could remain intact as investors seek wider base of earnings contributors & index performance participants. @ameriprise" [X Link](https://x.com/schaeffers/status/2016969716569424122) 2026-01-29T20:20Z 12.9K followers, [---] engagements "D-Wave Quantum $QBTS just put together one of the MOST eventful months in quantum history: tech breakthrough $550M QCI acquisition $20M system sale $10M Fortune [---] QCaaS deal and growing U.S. defense traction. CEO Baratz: [----] is the year of D-Wave. ⚛🚀" [X Link](https://x.com/schaeffers/status/2017270809136365965) 2026-01-30T16:16Z 12.9K followers, [----] engagements "Dayforce $DAY ticking higher today and bucking broad market after reports its $70/share sale to Thoma Bravo could close by mid-February pending expected OCC approval around Feb. 6" [X Link](https://x.com/schaeffers/status/2017339502306394154) 2026-01-30T20:49Z 12.9K followers, [---] engagements "Last Weeks Biggest Insider Trades 👀 Notable buys: $INTC $ABT $IBM $GME Notable sells: $JNJ $MU $MS $GS $HAL Largest move: JNJ CEO sold $22M stock Smart money signaling or routine liquidity" [X Link](https://x.com/schaeffers/status/2017951888365273457) 2026-02-01T13:23Z 12.9K followers, [---] engagements "Tyson Foods $TSN Earnings History (Reports Mon AM) 👇" [X Link](https://x.com/schaeffers/status/2018002402998464700) 2026-02-01T16:44Z 12.9K followers, [---] engagements "IPO watch 👀 Its a busy week ahead with debuts expected from VeraDynamics $MANE Once Upon a Farm $OFRM Eikon Therapeutics $EIKN Bobs Discount Furniture $BOBS Liftoff Mobile $LFTO & Forgent Power Solutions $FPS" [X Link](https://x.com/schaeffers/status/2018158370062991509) 2026-02-02T03:03Z 12.9K followers, [---] engagements "TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89%" [X Link](https://x.com/schaeffers/status/2018301863326544260) 2026-02-02T12:33Z 12.9K followers, [----] engagements "$TSN double beat = major premarket vol TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89% https://t.co/YW22Xgb5bF TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89% https://t.co/YW22Xgb5bF" [X Link](https://x.com/schaeffers/status/2018302149835276750) 2026-02-02T12:35Z 12.9K followers, [---] engagements "Tyson Foods $TSN Earnings Notes Pricing: +6.5% avg price; Beef +17% Prepared Foods +7.9% Chicken -0.1% Adj. Op Income: $572M (-13% y/y); margin 4% Guide: FY rev +2-4%; adj. op income $2.1-2.3B TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89% https://t.co/YW22Xgb5bF TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89% https://t.co/YW22Xgb5bF" [X Link](https://x.com/schaeffers/status/2018304331422781777) 2026-02-02T12:43Z 12.9K followers, [---] engagements "Freeport-McMoRan $FCX hovering near $60 after Fridays pullback from ATHs as metals cooled. Stock still +69% y/y with 20-DMA support in play. Like $NEM realized vol has topped options bets (SVS: 82)" [X Link](https://x.com/schaeffers/status/2018362912398619128) 2026-02-02T16:36Z 12.9K followers, [---] engagements "Newmont Corporation $NEM rebounding +1.7% today after Fridays 11.5% drop (worst since Oct 24) tied to a stronger dollar after the Warsh Fed nomination. Stock still +170% y/y holding above a rising 40-DMA. Volatility has tended to outpace options pricing (SVS: 83)" [X Link](https://x.com/schaeffers/status/2018362970229682564) 2026-02-02T16:36Z 12.9K followers, [---] engagements "The Nike $NKE x Costco $COST collab is turning heads: the $135 Kirkland Signature Nike SB Dunk shock drop is already flipping for $400-$1000 on resale sites. Limited supply and Kirklands cult brand power driving what looks like one of Nikes buzziest recent collabs" [X Link](https://x.com/schaeffers/status/2018370979307663597) 2026-02-02T17:08Z 12.9K followers, [---] engagements "$HAS just landed a nostalgia play: Hasbro secured licensing rights tied to the upcoming live-action Street Fighter movie covering toys action figures and collectibles. The film hits theaters in October giving Hasbro a fresh merch catalyst. 🎮" [X Link](https://x.com/schaeffers/status/2018371559635722571) 2026-02-02T17:10Z 12.9K followers, [---] engagements "$XPO seeing heavy options action today ahead of earnings later this week. XPO hit a 13-month high near $159 today & +44% over last nine months. Put volume is running 8X normal today with the Feb [---] and June [---] puts most active as traders position ahead of the report" [X Link](https://x.com/schaeffers/status/2018380449278538050) 2026-02-02T17:46Z 12.9K followers, [---] engagements "$XPEV under pressure today after posting weak delivery data. Xpeng fell -8% after reporting a 34% y/y drop in January deliveries hitting its lowest level since April. Stock is threatening a break below the 360DMA for the first time in over a year. ⚠ Every clean mile fuels a clearer sky. Together our January [----] deliveries have achieved [------] metric tons of lifetime carbon reduction. Driven by technology moving toward a bluer future with you. $XPEV https://t.co/PVWFwa4HuH Every clean mile fuels a clearer sky. Together our January [----] deliveries have achieved [------] metric tons of lifetime" [X Link](https://x.com/schaeffers/status/2018381111907299367) 2026-02-02T17:48Z 12.9K followers, [---] engagements "$MRK climbing after a solid Q4. EPS $2.04 rev $16.4B beat Modest [----] outlook but stock higher 4th straight gain Highest levels since Sept [----] +47% over [--] months Options: volume 2x typical today Feb 110C most active. MERCK $MRK EARNINGS ARE OUT 🟢 EPS: $2.04 Est. $2.01 🟢 REV: $16.4B Est. $16.21B IMPLIED MOVE TODAY: 4.15% https://t.co/qAPgVUVq1E MERCK $MRK EARNINGS ARE OUT 🟢 EPS: $2.04 Est. $2.01 🟢 REV: $16.4B Est. $16.21B IMPLIED MOVE TODAY: 4.15% https://t.co/qAPgVUVq1E" [X Link](https://x.com/schaeffers/status/2018722230784442559) 2026-02-03T16:24Z 12.9K followers, [---] engagements "CISCO AI SUMMIT [----] SPEAKERS MIDDAY: 2:00 PM ET: Dylan Field $FIG 2:20 PM ET: Aaron Levie $BOX 2:40 PM ET: Kevin Scott $MSFT 4:15 PM ET: Matt Garman $AMZN WATCH 'EM LIVE ALL DAY HERE 👇 https://www.ciscoaisummit.com/ai-virtual-summit.html/#agenda-anchor https://www.ciscoaisummit.com/ai-virtual-summit.html/#agenda-anchor" [X Link](https://x.com/schaeffers/status/2018750027418476681) 2026-02-03T18:14Z 12.9K followers, [---] engagements "$GOOG $GOOGL earnings due on Wed 2/4. Street sees $2.64 EPS on $111.5B rev (+15% Y/Y). Focus: AI spend & CapEx (last guide $91-93B). Revisions skew positive Cloud & Gemini momentum is in the spotlight. Bulls eye beats; skeptics flag rich valuation after big run. History 👇" [X Link](https://x.com/schaeffers/status/2018758314491085197) 2026-02-03T18:47Z 12.9K followers, [----] engagements "AMGEN $AMGN EARNINGS ARE OUT 🟢 EPS: $5.29 Est. $4.76 🟢 REV: $9.866B Est. $9.46B IMPLIED MOVE TOMORROW: 4.85%" [X Link](https://x.com/schaeffers/status/2018792382276435978) 2026-02-03T21:03Z 12.9K followers, [---] engagements "TAKE-TWO $TTWO EARNINGS ARE OUT 🔴 EPS: -$0.50 Est. [-----] 🟢 REV: $1.757B Est. $1.58B IMPLIED MOVE TOMORROW: 5.66%" [X Link](https://x.com/schaeffers/status/2018793251990560801) 2026-02-03T21:06Z 12.9K followers, [----] engagements "$TTWO raising the bar Q3 net bookings $1.76B (vs $1.58B est) FY bookings guide lifted to $6.65-$6.7B FY net loss outlook trimmed GTA [--] still set for 11/19/26 🤞 Bookings momentum says core demand is very real. TAKE-TWO $TTWO EARNINGS ARE OUT 🔴 EPS: -$0.50 Est. [-----] 🟢 REV: $1.757B Est. $1.58B IMPLIED MOVE TOMORROW: 5.66% https://t.co/Bi2c3rujkl TAKE-TWO $TTWO EARNINGS ARE OUT 🔴 EPS: -$0.50 Est. [-----] 🟢 REV: $1.757B Est. $1.58B IMPLIED MOVE TOMORROW: 5.66% https://t.co/Bi2c3rujkl" [X Link](https://x.com/schaeffers/status/2018797135765160255) 2026-02-03T21:21Z 12.9K followers, [----] engagements "CLOROX $CLX EARNINGS ARE OUT 🔴 EPS: $1.39 Est. $1.43 🟢 REV: $1.67B Est. $164B IMPLIED MOVE TOMORROW: 8.17%" [X Link](https://x.com/schaeffers/status/2018798157761790404) 2026-02-03T21:26Z 12.9K followers, [---] engagements "Netflix $NFLX CEO Ted Sarandos defends $83B $WBD deal on Capitol Hill arguing it must scale to compete w/deep-pocketed tech rivals like $GOOGL $AMZN & $AAPL. This is about surviving the streaming wars Promises: no layoffs more U.S. production & 45-day theatrical window" [X Link](https://x.com/schaeffers/status/2018806161055895769) 2026-02-03T21:57Z 12.9K followers, [---] engagements "$SMCI blew past expectations w/ double beat 🚀 Guide also strong: ➡ Q3 sales $12.3B ➡ EPS $0.60 After a [----] full of margin worries AI server demand is flexing again. Stock shooting +7% AH as Super Micro starts [----] on a redemption arc. SUPER MICRO COMPUTER $SMCI EARNINGS ARE OUT 🟢 EPS: $0.60 Est. $0.49 🟢 REV: $12.682B Est. $10.34B IMPLIED MOVE TOMORROW: 10.12% https://t.co/5Kjhu8bVud SUPER MICRO COMPUTER $SMCI EARNINGS ARE OUT 🟢 EPS: $0.60 Est. $0.49 🟢 REV: $12.682B Est. $10.34B IMPLIED MOVE TOMORROW: 10.12% https://t.co/5Kjhu8bVud" [X Link](https://x.com/schaeffers/status/2018808690288316787) 2026-02-03T22:07Z 12.9K followers, [----] engagements "$HIMS just expanded into early cancer detection adding Grails $GRAL Galleri test to its Labs platform $250 discount but subscriber-only. ➡ Big Super Bowl ad push ➡ Pivot away from weight-loss ➡ FDA filing could unlock insurance coverage" [X Link](https://x.com/schaeffers/status/2019052176056656231) 2026-02-04T14:15Z 12.9K followers, [---] engagements "Advanced Micro Devices $AMD -9.8% in electronic trading brushing off upbeat Q4 earnings & revenue as well as strong current-quarter forecast. Plenty of analysts adjusted price targets in both directions this morning. Longer term AMD sports a 145.5% year-over-year lead. $AMD EARNINGS ARE OUT 🟢 EPS: $1.53 Est. $1.32 🟢 REV: $10.27B Est. $9.67B IMPLIED MOVE TOMORROW: 7.04% https://t.co/dEeg46mmbh $AMD EARNINGS ARE OUT 🟢 EPS: $1.53 Est. $1.32 🟢 REV: $10.27B Est. $9.67B IMPLIED MOVE TOMORROW: 7.04% https://t.co/dEeg46mmbh" [X Link](https://x.com/schaeffers/status/2019054810159292826) 2026-02-04T14:25Z 12.9K followers, [---] engagements "Biogen $BIIB on the weak-February list 📉 Avg Feb return: -4.2% (positive just 2/10 yrs) Earnings Fri: options pricing 7% move vs 2.6% norm MS franchise facing more competition A seasonal & event-risk setup near $160 support. THE [--] WORST $SPX STOCKS TO OWN IN FEBRUARY 💔 $DOC $EVRG $IP $WST $BIIB $BX $PFE $SNA $EQIX $VRTX $C $KIM $MS $MDLZ $DLTR $VICI $AKAM $APD $TTWO $IFF $CNC $BDX $UNH $TMO $DLR https://t.co/8DWXFDYaaa THE [--] WORST $SPX STOCKS TO OWN IN FEBRUARY 💔 $DOC $EVRG $IP $WST $BIIB $BX $PFE $SNA $EQIX $VRTX $C $KIM $MS $MDLZ $DLTR $VICI $AKAM $APD $TTWO $IFF $CNC $BDX $UNH $TMO" [X Link](https://x.com/schaeffers/status/2019055158391357704) 2026-02-04T14:27Z 12.9K followers, [---] engagements "AT&T $T & Amazon $AMZN have teamed up AT&T will use Amazons LEO satellite network for coverage gaps and provide fiber to AWS data centers. Hybrid space & fiber play to boost reach and efficiency. $GSAT $ASTS sliding as Kuiper/Amazon LEO heats up the satellite race AT&T $T said it signed new agreements with AWS and Amazons Project Kuiper unit to modernize its network. AT&T $T said it signed new agreements with AWS and Amazons Project Kuiper unit to modernize its network" [X Link](https://x.com/schaeffers/status/2019089579379220675) 2026-02-04T16:44Z 12.9K followers, [---] engagements "$ARM EARNINGS ARE OUT 🟢 EPS: $0.43 Est. $0.41 🟢 REV: $1.242B Est. $1.23B IMPLIED MOVE TOMORROW: 8.03%" [X Link](https://x.com/schaeffers/status/2019156194074722414) 2026-02-04T21:08Z 12.9K followers, [----] engagements "$GOOGL beats on both lines 📈 EPS $2.82 vs $2.63 est Rev $113.8B vs $111.3B est Gemini & TPU momentum showing up but [----] capex guide ($175-185B) came in well above expectations. AI arms race means bigger checks. Bulls get growth bears get spend. ALPHABET $GOOG $GOOGL EARNINGS ARE OUT 🟢 EPS: $2.82 Est. $2.64 🟢 REV: $113.828B Est. $111.48B IMPLIED MOVE TOMORROW: 5.34% https://t.co/s39pmdrtI7 ALPHABET $GOOG $GOOGL EARNINGS ARE OUT 🟢 EPS: $2.82 Est. $2.64 🟢 REV: $113.828B Est. $111.48B IMPLIED MOVE TOMORROW: 5.34% https://t.co/s39pmdrtI7" [X Link](https://x.com/schaeffers/status/2019157472758407184) 2026-02-04T21:13Z 12.9K followers, [---] engagements ""We are really well positioned going into 2026." 💪💪 -- Sundar Pichai $GOOGL CEO Q4 [----] Earnings Call" [X Link](https://x.com/schaeffers/status/2019165475721355757) 2026-02-04T21:45Z 12.9K followers, [----] engagements "Costcos $COST January Sales Report is out Net sales $21.33B (+9.3% y/y) Comps +7.1% (ex-gas/FX +6.4%) FYTD sales $123.16B (+8.5%) Digital comps +34% Steady traffic strong online momentum. ✅ 👀 : Costco $COST is expected to release its monthly sales report for January [----] today. https://t.co/f3HZwlwvZw 👀 : Costco $COST is expected to release its monthly sales report for January [----] today. https://t.co/f3HZwlwvZw" [X Link](https://x.com/schaeffers/status/2019227315583279591) 2026-02-05T01:51Z 12.9K followers, [---] engagements "*NEW IPO ALERT* $BOBS is going live today on @NYSE Since [----] @MyBobs aims to turn the place you live into the home you love. Today we welcome @MyBobs to the NYSE Community $BOBS https://t.co/vz259qyniI Since [----] @MyBobs aims to turn the place you live into the home you love. Today we welcome @MyBobs to the NYSE Community $BOBS https://t.co/vz259qyniI" [X Link](https://x.com/schaeffers/status/2019402294643556414) 2026-02-05T13:26Z 12.9K followers, [----] engagements "Align Technology $ALGN +9.8% after stellar fourth-quarter results. A handful of analysts lifted their price targets after the event as well. Year over year the equity is -24.9%. Invisalign maker $ALGN finally showing some life jumping 14% on earnings https://t.co/glLeyszKNI Invisalign maker $ALGN finally showing some life jumping 14% on earnings https://t.co/glLeyszKNI" [X Link](https://x.com/schaeffers/status/2019417818496917742) 2026-02-05T14:28Z 12.9K followers, [---] engagements "$ARM in the green even after missing licensing revs thanks to an earnings beat and a technical bounce off $100. Stock still -38% over [--] months but buyers stepping in. Options volume 3X average today with weekly 110C active. $ARM EARNINGS ARE OUT 🟢 EPS: $0.43 Est. $0.41 🟢 REV: $1.242B Est. $1.23B IMPLIED MOVE TOMORROW: 8.03% https://t.co/H9udcKNDp9 $ARM EARNINGS ARE OUT 🟢 EPS: $0.43 Est. $0.41 🟢 REV: $1.242B Est. $1.23B IMPLIED MOVE TOMORROW: 8.03% https://t.co/H9udcKNDp9" [X Link](https://x.com/schaeffers/status/2019437705416044777) 2026-02-05T15:47Z 12.9K followers, [---] engagements "BREAKING: $TPR just hit record high after earnings beat & raise Coach rev surged +25% on strong Tabby demand. Stock now +84% y/y. Options volume 7X normal this AM. Short interest at 6.5% of float. Luxury momentum remains intact. 💪👜 $TPR Q2'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.50B (Est. $2.29B) 🟢; +14% YoY 🔹 Adj. EPS: $2.69 (Est. $2.19) 🟢; +34% YoY 🔹 Gross margin: 75.50%; +110 bps YoY FY26 Guide: 🔹 Revenue: $7.75B (Est. $7.40B) 🟢 🔹 Adj. EPS: $5.45$5.60 (Est. $5.68) 🔴 🔹 Shareholder returns: $TPR Q2'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.50B (Est. $2.29B) 🟢; +14% YoY 🔹 Adj. EPS:" [X Link](https://x.com/schaeffers/status/2019446118887616580) 2026-02-05T16:20Z 12.9K followers, [---] engagements "Blue Owl Capital $OWL getting a TON of attention in the option pits today.Over 72K puts have changed hands already (9X AVG INTRADAY). The most popular contract is April [--] puts w/new positions opening there as well. Stock -5.4% today. BLUE $OWL EXECS: TOTAL SOFTWARE LOAN EXPOSURE IS 8% OF AUM https://t.co/p7TZfgPHnj BLUE $OWL EXECS: TOTAL SOFTWARE LOAN EXPOSURE IS 8% OF AUM https://t.co/p7TZfgPHnj" [X Link](https://x.com/schaeffers/status/2019461608691368105) 2026-02-05T17:22Z 12.9K followers, [---] engagements "Momentum unwind hitting the high-flyers now $PLTR now more than 35% off its Nov highs and broke below its 200DMA a key support thats held since [----]. Selling pressure also across retail favorites & high-beta names: $ASTS $RKLB $QBTS $RGTI RISK-OFF ROTATION $PLTR vs. 200DMA 😬 https://t.co/N9zdN9yxfC $PLTR vs. 200DMA 😬 https://t.co/N9zdN9yxfC" [X Link](https://x.com/schaeffers/status/2019484823807570162) 2026-02-05T18:54Z 12.9K followers, [----] engagements "BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9%" [X Link](https://x.com/schaeffers/status/2019522299934994597) 2026-02-05T21:23Z 12.9K followers, [----] engagements "TODAY'S UNUSUAL OPTIONS ACTIVITY 2/5/26 👇 $IBIT $AMZN $HYG $MSTR $GOOGL $ET $ORCL $XLP $COIN $GOOG $KWEB $SNAP $PYPL $MARA $HTZ $IGV $NOW $QCOM $HIMS $ARM $BULL $APP" [X Link](https://x.com/schaeffers/status/2019533255385706827) 2026-02-05T22:07Z 12.9K followers, [---] engagements "CANOPY GROWTH $CGC EARNINGS HISTORY 👇" [X Link](https://x.com/schaeffers/status/2019601293208351020) 2026-02-06T02:37Z 12.9K followers, [----] engagements "@aynirealtor @FinXWeekly @NDR_Research @edclissold @SethCL @WayneWhaley1136 @AlmanacTrader @Bluekurtic @PeterMallouk @MikeZaccardi @FactSet @themarketear @zerohedge @ZeeContrarian1 @LiebermanAustin @steenbab @BullandBaird @cliffcornell_ @EdBorgato @bespokeinvest @SahilBloom @JulianKlymochko @_SeanDavid @htltimor @livetradepro @OMillionaires @DerrickEvans4WV @DayHagan_Invest @RyanDetrick @neilksethi @GavinSBaker @howardlindzon @adamkhootrader @TPMRSignals @AvoryCo @Optuma @sonusvarghese @AndrewThrasher @NickTimiraos @SamRo @alexandraandnyc Stunning work as always Happy Friday" [X Link](https://x.com/schaeffers/status/2019777658515521758) 2026-02-06T14:18Z 12.9K followers, [---] engagements "Strategy $MSTR the world's largest holder of Bitcoin $BTC rebounding alongside the cryptocurrency last seen +8.5% before the bell. Looking to bounce off last session's 52-week lows the equity is -29.6% in [----]. STRATEGY $MSTR EARNINGS ARE OUT 🔴 EPS: -$42.93 Est. -$20.99 🟢 REV: $122.99M Est. $118.47M IMPLIED MOVE TOMORROW: 7.09% https://t.co/PLRRNd6axJ STRATEGY $MSTR EARNINGS ARE OUT 🔴 EPS: -$42.93 Est. -$20.99 🟢 REV: $122.99M Est. $118.47M IMPLIED MOVE TOMORROW: 7.09% https://t.co/PLRRNd6axJ" [X Link](https://x.com/schaeffers/status/2019778382582477118) 2026-02-06T14:21Z 12.9K followers, [---] engagements "PreMarket News & Moves: 🟢 $FTNT: Quarterly earnings beat + positive outlook 🔴 $COTY: Pulled FY outlook due to leadership transition issues 🟢 $RBLX: Smaller-than-expected Q4 loss 🟢 $BE: Q4 beat + strong FY guide tied to AI demand" [X Link](https://x.com/schaeffers/status/2019778983227695264) 2026-02-06T14:23Z 12.9K followers, [---] engagements "$AMZN $MSFT $GOOGL $META all reported skyrocketing capex this month. $APPL though Holding the line" [X Link](https://x.com/schaeffers/status/2019779939243856138) 2026-02-06T14:27Z 12.9K followers, [---] engagements "BREAKING: $BE still jumping after a Q4 beat. Analysts highlight $6B product backlog (+2.5x y/y) and $20B total backlog with [----] revenue guide $3.1B well above consensus. Barclays MS JPM and Evercore cite growth inflection and raised PTs. BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S" [X Link](https://x.com/schaeffers/status/2019794675578589605) 2026-02-06T15:25Z 12.9K followers, [---] engagements "BARCLAYS ON $BE: What to know: 1) [----] guide well above the Street for all metrics 2) Product backlog comes in at $6.0bn with services backlog of $14.0 bn reflecting 100% attach rate on new bookings. BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S" [X Link](https://x.com/schaeffers/status/2019794869284229437) 2026-02-06T15:26Z 12.9K followers, [---] engagements "MORGAN STANLEY ON $BE POST-EARNINGS: An inflection in growth is now beginning to show up in financials. Significant 4Q25 earnings beat product backlog up 2.5x & [----] revenue guidance meeting our Street-high forecast: 50% YoY as demand begins to ramp. BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S" [X Link](https://x.com/schaeffers/status/2019810064526090715) 2026-02-06T16:27Z 12.9K followers, [---] engagements "JUST IN: $CBOE plans to launch SEC-regulated binary event contracts as it pushes into prediction markets targeting S&P [---] event wagers by June. Strategy contrasts with CFTC-regulated rivals. Exchange operator Cboe Global Markets plans to roll out options contracts that will enable binary bets on event outcomes in a bid to enter the fast-growing prediction markets https://t.co/zGfOf2qMhn Exchange operator Cboe Global Markets plans to roll out options contracts that will enable binary bets on event outcomes in a bid to enter the fast-growing prediction markets https://t.co/zGfOf2qMhn" [X Link](https://x.com/schaeffers/status/2019817034406850825) 2026-02-06T16:54Z 12.9K followers, [---] engagements "REMINDER: Januarys jobs report was delayed by the shutdown and will be released Wed Feb. [--] at 8:30AM ET. WSJ consensus: +60k payrolls unemployment rate 4.4% (steady)" [X Link](https://x.com/schaeffers/status/2019837366060609992) 2026-02-06T18:15Z 12.9K followers, [---] engagements "Kalshi saw 1.9M downloads in Jan. 4X each of FanDuel/DraftKings 🤯 Mass adoption outside traditional books is real" [X Link](https://x.com/schaeffers/status/2020532163679023349) 2026-02-08T16:16Z 12.9K followers, [--] engagements "DraftKings $DKNG near multi-year lows FanDuel $FLUT on its longest skid in decades Market pricing is a disruption ahead of the event" [X Link](https://x.com/schaeffers/status/2020532436103205164) 2026-02-08T16:17Z 12.9K followers, [---] engagements "CLEVELAND-CLIFFS $CLF EARNINGS HISTORY 👇" [X Link](https://x.com/schaeffers/status/2020642801357140029) 2026-02-08T23:36Z 12.9K followers, [---] engagements "DraftKings $DKNG and Flutter $FLUT are on watch today as analysts gauge how Super Bowl results may impact Q1 sportsbook hold rates. The House has underperformed vs. bettors in the past two Super Bowls which can pressure margins and revenue expectations" [X Link](https://x.com/schaeffers/status/2020843625056530489) 2026-02-09T12:54Z 12.9K followers, [---] engagements "Kevin Hassett said this morning that the upcoming jobs prints could run lighter as productivity surges and labor supply slows. Consensus sees 67K Jan payrolls UR at 4.4%. Hassett says slower job growth wouldnt signal weakness if GDP and productivity stay strong. January jobs report preview: Est of +69K payrolls 4.4% unemployment rate Labor market still signaling a tepid backdrop Economists note revisions are normal and reflect updated data not manipulation. Markets will watch for any surprise vs. the softer consensus. [----] 👇 https://t.co/8rCQXcRGBg January jobs report preview: Est of +69K" [X Link](https://x.com/schaeffers/status/2020883364299874350) 2026-02-09T15:31Z 12.9K followers, [---] engagements "Workday $WDAY -9% today & just named co-founder Aneel Bhusri CEO again replacing Carl Eschenbach effective immediately. The move follows -41% stock slide over the past year. Bhusri says AI will be central to the next phase as the company looks to reset strategy & product focus. Bloodbath in software land. Workday $WDAY CEO asked by board to go "spend more time with family." https://t.co/17zFuUapOv Bloodbath in software land. Workday $WDAY CEO asked by board to go "spend more time with family." https://t.co/17zFuUapOv" [X Link](https://x.com/schaeffers/status/2020884888115679456) 2026-02-09T15:37Z 12.9K followers, [---] engagements "Fiserv $FISV getting a lot of attention in the options pits today 78K puts have already changed hands 14X the average intraday amount. Most popular contract = Feb 55Ps w/new positions BTO at March 50Ps. Stock -73.6% over past 12M while pressure remains firm at its 60DMA" [X Link](https://x.com/schaeffers/status/2020922843945631877) 2026-02-09T18:08Z 12.9K followers, [----] engagements "Netflix $NFLX has been drawing HEAVY options interest post-earnings. In the past [--] days: approx. 3.9M calls vs 2.8M puts have traded landing it on our high-volume list. The most active contract May [--] calls. Traders are still leaning bullish on the streamer. STOCKS W/HIGHEST OPTIONS VOLUME (LAST [--] DAYS) 👇 $NVDA $TSLA $AAPL $AMZN $MSFT $PLTR $AMD $MSTR $NFLX $INTC https://t.co/wWFnplodFI STOCKS W/HIGHEST OPTIONS VOLUME (LAST [--] DAYS) 👇 $NVDA $TSLA $AAPL $AMZN $MSFT $PLTR $AMD $MSTR $NFLX $INTC https://t.co/wWFnplodFI" [X Link](https://x.com/schaeffers/status/2020952406524088641) 2026-02-09T20:06Z 12.9K followers, [----] engagements "Netflix $NFLX in pullback mode; 20DMA guiding shares lower since Dec & now consolidating around $80 (potential support zone). Options activity is high: 3.9M calls & 2.8M puts in past [--] days focused on May 68Cs. 50-day call/put ratio at annual highs relatively cheap premiums. Netflix $NFLX has been drawing HEAVY options interest post-earnings. In the past [--] days: approx. 3.9M calls vs 2.8M puts have traded landing it on our high-volume list. The most active contract May [--] calls. Traders are still leaning bullish on the streamer. Netflix $NFLX has been drawing HEAVY options interest" [X Link](https://x.com/schaeffers/status/2020952998067785961) 2026-02-09T20:08Z 12.9K followers, [---] engagements "Li Auto $LI was just downgraded by JPM to Underperform; PT cut to $14. Citing lack of new models heavy rebates and rising input costs. Sees risk of -10% sales drop & profit pressure in [----]. Broader EV margin squeeze also flagged across Chinese OEMs" [X Link](https://x.com/schaeffers/status/2020955555989422087) 2026-02-09T20:18Z 12.9K followers, [---] engagements "UPWORK $UPWK EARNINGS ARE OUT 🔴 EPS: $0.12 Est. $0.19 🟢 REV: $198.4M Est. $197.52M IMPLIED MOVE TOMORROW: 15.14%" [X Link](https://x.com/schaeffers/status/2020967425915879835) 2026-02-09T21:05Z 12.9K followers, [---] engagements "$UPWK diving -24% post-earnings 😳😳😳 UPWORK $UPWK EARNINGS ARE OUT 🟢 EPS: $0.36 Est. $0.31 🟢 REV: $198.4M Est. $197.52M IMPLIED MOVE TOMORROW: 15.14% https://t.co/LM4dFCdnpy UPWORK $UPWK EARNINGS ARE OUT 🟢 EPS: $0.36 Est. $0.31 🟢 REV: $198.4M Est. $197.52M IMPLIED MOVE TOMORROW: 15.14% https://t.co/LM4dFCdnpy" [X Link](https://x.com/schaeffers/status/2020969272063951292) 2026-02-09T21:13Z 12.9K followers, [---] engagements "OSCAR HEALTH $OSCR EARNINGS ARE OUT 🔴 EPS: -$1.24 Est. -$0.92 🔴 REV: $2.805B Est. $3.12B IMPLIED MOVE TODAY: 11.67%" [X Link](https://x.com/schaeffers/status/2021196488983052785) 2026-02-10T12:16Z 12.9K followers, [----] engagements "FISERV $FISV EARNINGS ARE OUT 🟢 EPS: $1.99 Est. $1.90 🟢 REV: $5.28B Est. $4.9B IMPLIED MOVE TODAY: 11.14%" [X Link](https://x.com/schaeffers/status/2021198536042496225) 2026-02-10T12:24Z 12.9K followers, [----] engagements "ASTRAZENECA $AZN EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.11 🟢 REV: $15.5B Est. $15.44B IMPLIED MOVE TODAY: 5.6%" [X Link](https://x.com/schaeffers/status/2021199005552869835) 2026-02-10T12:26Z 12.9K followers, [---] engagements "$TSM ripping premarket 🚀 Momentum in AI silicon isnt slowing. January revenue +37% y/y to NT$401B ($12.7B). blowing past its own 30% growth outlook. AI chip demand from $NVDA & $AAPL is on fire and TSMC is stepping on the gas with $52-56B in [----] capex. $TSM TSMC Revenue Jumps 37% in January as AI Spending Marches On https://t.co/ApBd15GTAB $TSM TSMC Revenue Jumps 37% in January as AI Spending Marches On https://t.co/ApBd15GTAB" [X Link](https://x.com/schaeffers/status/2021199990576832575) 2026-02-10T12:30Z 12.9K followers, [---] engagements "Hasbo $HAS gets a magic boost ✨ Magic: The Gathering Q4 revenue more than DOUBLED y/y to $502M on hit tie-ins (Avatar Final Fantasy). [----] Magic rev hit $1.72B for 37% of total sales helping drive +14% FY growth" [X Link](https://x.com/schaeffers/status/2021203595367190748) 2026-02-10T12:44Z 12.9K followers, [---] engagements "$AZN pops after a Q4 beat powered by oncology 💊 Revenue $15.5B vs $15.46B est Core EPS $2.12 vs $2.11 est Oncology +22% YoY (Tagrisso Imfinzi lead) Dividend raised to $3.30/share Advancing oral GLP-1 into Phase [--] ASTRAZENECA $AZN EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.11 🟢 REV: $15.5B Est. $15.44B IMPLIED MOVE TODAY: 5.6% https://t.co/Hp6fnfF5uL ASTRAZENECA $AZN EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.11 🟢 REV: $15.5B Est. $15.44B IMPLIED MOVE TODAY: 5.6% https://t.co/Hp6fnfF5uL" [X Link](https://x.com/schaeffers/status/2021204518038548653) 2026-02-10T12:48Z 12.9K followers, [---] engagements "$FISV slips after earnings as guidance underwhelms: Q4 adj. EPS $1.99 beat ($1.90 est) Rev $4.90B in-line organic growth flat [----] EPS guide $8.00-$8.30 (in-line) [----] organic growth seen 1-3% vs 4% in [----] Margins compressing FISERV $FISV EARNINGS ARE OUT 🟢 EPS: $1.99 Est. $1.90 🟢 REV: $5.28B Est. $4.9B IMPLIED MOVE TODAY: 11.14% https://t.co/tyyns1m2J7 FISERV $FISV EARNINGS ARE OUT 🟢 EPS: $1.99 Est. $1.90 🟢 REV: $5.28B Est. $4.9B IMPLIED MOVE TODAY: 11.14% https://t.co/tyyns1m2J7" [X Link](https://x.com/schaeffers/status/2021204721386635665) 2026-02-10T12:48Z 12.9K followers, [---] engagements "THE JANUARY JOBS REPORT IS DUE WED @ 830AM ET JAN [----] NONFARM PAYROLLS EST: 70K (VS. 50K IN DEC) UNEMPLOYMENT EXPECTED TO STAY AT 4.4% (VS. 4.4% IN DEC) How payrolls looked thru December [----] 👇" [X Link](https://x.com/schaeffers/status/2021287549638242809) 2026-02-10T18:18Z 12.9K followers, [---] engagements "$ALAB EARNINGS HISTORY 👇" [X Link](https://x.com/schaeffers/status/2021324466324705630) 2026-02-10T20:44Z 12.9K followers, [----] engagements "ROBINHOOD $HOOD EARNINGS CALL IS AT 4:45PM LISTEN LIVE: https://www.youtube.com/live/gbiQvnF6vU8 https://www.youtube.com/live/gbiQvnF6vU8" [X Link](https://x.com/schaeffers/status/2021326935452749964) 2026-02-10T20:54Z 12.9K followers, [---] engagements "$LYFT 4Q25 EARNINGS CALL AT 5PM ET TODAY TUNE IN HERE: https://lyft-q4-2025-earnings-call.open-exchange.net/registration https://lyft-q4-2025-earnings-call.open-exchange.net/registration" [X Link](https://x.com/schaeffers/status/2021327299446984708) 2026-02-10T20:55Z 12.9K followers, [---] engagements "UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29%" [X Link](https://x.com/schaeffers/status/2021329461799436402) 2026-02-10T21:04Z 12.9K followers, [----] engagements "$UPST shooting +7% on major revenue beat UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29% https://t.co/idv4CItXaE UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29% https://t.co/idv4CItXaE" [X Link](https://x.com/schaeffers/status/2021329634600579403) 2026-02-10T21:05Z 12.9K followers, [---] engagements "$UPST uno-reverso. now -4% AH UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29% https://t.co/idv4CItXaE UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29% https://t.co/idv4CItXaE" [X Link](https://x.com/schaeffers/status/2021329775655063812) 2026-02-10T21:05Z 12.9K followers, [---] engagements "ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22%" [X Link](https://x.com/schaeffers/status/2021330093721981288) 2026-02-10T21:07Z 12.9K followers, [----] engagements "$HOOD COLLAPSING -7% ON A REVENUE MISS 😳 ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj" [X Link](https://x.com/schaeffers/status/2021330295388242215) 2026-02-10T21:07Z 12.9K followers, [---] engagements "$LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55%" [X Link](https://x.com/schaeffers/status/2021330588116861418) 2026-02-10T21:09Z 12.9K followers, [----] engagements "$LYFT WITH POST-EARNINGS PAIN. -14% & DROPPING 😳 $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn" [X Link](https://x.com/schaeffers/status/2021330881130930253) 2026-02-10T21:10Z 12.9K followers, [---] engagements "18.5B ON $LYFT IN [----] 🤯🤯 $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn" [X Link](https://x.com/schaeffers/status/2021331394404946415) 2026-02-10T21:12Z 12.9K followers, [---] engagements "ROBINHOOD $HOOD [----] REVENUE GROWTH 🤯 ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj" [X Link](https://x.com/schaeffers/status/2021332210507513859) 2026-02-10T21:15Z 12.9K followers, [---] engagements "CLOUDFLARE $NET EARNINGS ARE OUT 🟢 EPS: $0.28 Est. $0.27 🟢 REV: $614.507M Est. $591.36M IMPLIED MOVE TOMORROW: 11.97%" [X Link](https://x.com/schaeffers/status/2021333352381637080) 2026-02-10T21:20Z 12.9K followers, [----] engagements "$NET FLYING +8% AH ON DOUBLE BEAT CLOUDFLARE $NET EARNINGS ARE OUT 🟢 EPS: $0.28 Est. $0.27 🟢 REV: $614.507M Est. $591.36M IMPLIED MOVE TOMORROW: 11.97% https://t.co/lVYeFsGPeM CLOUDFLARE $NET EARNINGS ARE OUT 🟢 EPS: $0.28 Est. $0.27 🟢 REV: $614.507M Est. $591.36M IMPLIED MOVE TOMORROW: 11.97% https://t.co/lVYeFsGPeM" [X Link](https://x.com/schaeffers/status/2021333559659856198) 2026-02-10T21:20Z 12.9K followers, [---] engagements "FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76%" [X Link](https://x.com/schaeffers/status/2021393656968872005) 2026-02-11T01:19Z 12.9K followers, [----] engagements "Ford $F posted its BEST YEAR EVER OF HYBRID CAR SALES last year 👇 FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM" [X Link](https://x.com/schaeffers/status/2021393926188581305) 2026-02-11T01:20Z 12.9K followers, [---] engagements "$F Q4 highlights: revenue beat ($45.9B vs $43.6B) but EPS missed ($0.13 vs $0.19). FY26 EBIT guide $8-$10B (in line). Model E still a drag with $4-$4.5B losses projected ahead. Jan US sales -5.3% EVs -69%. Stock slightly higher AH as rev strength offsets soft profits. FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM" [X Link](https://x.com/schaeffers/status/2021394146150519250) 2026-02-11T01:21Z 12.9K followers, [---] engagements "THE FALL & RISE OF MODERNA $MRNA 👀" [X Link](https://x.com/schaeffers/status/2021394503828168958) 2026-02-11T01:23Z 12.9K followers, [----] engagements "Moderna $MRNA hit w/setback: FDA refused to even review its mRNA flu vaccine filing citing trial design & lack of well-controlled study vs. best-avail care. No safety/efficacy issues flagged but $MRNA -8% AH. Company seeking urgent FDA meeting; [----] guide unchanged. THE FALL & RISE OF MODERNA $MRNA 👀 https://t.co/LAocTrb4HE THE FALL & RISE OF MODERNA $MRNA 👀 https://t.co/LAocTrb4HE" [X Link](https://x.com/schaeffers/status/2021394796829724728) 2026-02-11T01:24Z 12.9K followers, [---] engagements "For the first time EVER BYD outsold Ford $F in annual vehicle sales (4.6M vs. 4.4M) pushing the Chinese EV giant to #6 worldwid Fords losing share in China/Europe while BYDs affordable tech-heavy EVs go global. Toyota still #1 at 11.3M. FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM" [X Link](https://x.com/schaeffers/status/2021395093576720732) 2026-02-11T01:25Z 12.9K followers, [---] engagements "OMG MATTEL $MAT STOCK IS ON FIRE -30% OVERNIGHT" [X Link](https://x.com/schaeffers/status/2021395443763347572) 2026-02-11T01:26Z 12.9K followers, [----] engagements "WHY IS MATTEL $MAT PLUNGING AH MAJOR HOLIDAY MISS Q4 EPS $0.39 vs $0.54 est sales $1.77B vs $1.84B est with weak December US demand. [----] EPS guide $1.18-$1.30 vs $1.41 in [----]. OMG MATTEL $MAT STOCK IS ON FIRE -30% OVERNIGHT https://t.co/cYND1ATL4X OMG MATTEL $MAT STOCK IS ON FIRE -30% OVERNIGHT https://t.co/cYND1ATL4X" [X Link](https://x.com/schaeffers/status/2021395679747375562) 2026-02-11T01:27Z 12.9K followers, [----] engagements "Kalshi & Polymarket logged $1.2B in Super Bowl trading Sunday w/Kalshi alone doing $871M. a record day & +60% from its prior peak Meanwhile Nevada Super Bowl bets -12% y/y to 10Y low Sportsbooks arent just competing w/each other anymore. theyre competing w/ markets. $DKNG & $FLUT did not thrive on Super Bowl Sunday 🫠 https://t.co/3iN9oXhOFg $DKNG & $FLUT did not thrive on Super Bowl Sunday 🫠 https://t.co/3iN9oXhOFg" [X Link](https://x.com/schaeffers/status/2021399345522934151) 2026-02-11T01:42Z 12.9K followers, [---] engagements "$HOOD CEO: [----] is off to a strong start and we are incredibly excited about our plan and momentum for the year ahead as we focus on shipping great products for customers and driving profitable growth for shareholders. ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj" [X Link](https://x.com/schaeffers/status/2021399649589002532) 2026-02-11T01:43Z 12.9K followers, [---] engagements "UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66%" [X Link](https://x.com/schaeffers/status/2021563042593735032) 2026-02-11T12:32Z 12.9K followers, [----] engagements "$U Q4 beat: Adj EPS $0.24 (+$0.03 beat) Rev $503M (+10% y/y beat) Create $165M Grow $338M Q1 guide: $480-$490M rev $105-$110M adj EBITDA. Grow seen flat q/q Create double-digit y/y. Signs of stabilization after a rough stretch for Unity. UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw" [X Link](https://x.com/schaeffers/status/2021563868699594882) 2026-02-11T12:35Z 12.9K followers, [---] engagements "T-MOBILE $TMUS EARNINGS ARE OUT 🔴 EPS: $1.88 Est. $2.06 🟢 REV: $24.33B Est. $24.27B IMPLIED MOVE TODAY: 5.94%" [X Link](https://x.com/schaeffers/status/2021564464483754425) 2026-02-11T12:38Z 12.9K followers, [---] engagements "Ouchhh $U posted a double earnings beat and is still getting smacked -25% premarket UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw" [X Link](https://x.com/schaeffers/status/2021565410714517945) 2026-02-11T12:42Z 12.9K followers, [---] engagements "VERTIV $VRT EARNINGS ARE OUT 🟢 EPS: $1.36 Est. $1.30 🔴 REV: $2.88B Est. $2.89B IMPLIED MOVE TODAY: 8.21%" [X Link](https://x.com/schaeffers/status/2021566144751239361) 2026-02-11T12:45Z 12.9K followers, [---] engagements "HUMANA $HUM EARNINGS ARE OUT 🟢 EPS: [-----] Est. [-----] 🟢 REV: $32.515B Est. $32.01B IMPLIED MOVE TOMORROW: 10.1%" [X Link](https://x.com/schaeffers/status/2021568325172789620) 2026-02-11T12:53Z 12.9K followers, [---] engagements "$HUM sliding after a weak [----] outlook: sees adj EPS $9 vs $12 est as Medicare Star Ratings pressure bonus payments. Q4 rev $32.6B (+12% y/y) beat but MLR 93.1% and higher costs weighing. Follows cautious guides from $UNH and $CVS too. HUMANA $HUM EARNINGS ARE OUT 🟢 EPS: [-----] Est. [-----] 🟢 REV: $32.515B Est. $32.01B IMPLIED MOVE TOMORROW: 10.1% https://t.co/y3IRHxqy4h HUMANA $HUM EARNINGS ARE OUT 🟢 EPS: [-----] Est. [-----] 🟢 REV: $32.515B Est. $32.01B IMPLIED MOVE TOMORROW: 10.1% https://t.co/y3IRHxqy4h" [X Link](https://x.com/schaeffers/status/2021568937348022749) 2026-02-11T12:56Z 12.9K followers, [---] engagements "Warner Bros $WBD in focus as activist Ancora (sub-1% stake) plans to oppose $NFLX deal & pushes for engagement w/Paramount. $PSKY sweetened its bid & would cover a $2.8B breakup fee. WBD board still backs Netflix as superior value. Shareholder vote next month. 👀 Netflix $NFLX has been drawing HEAVY options interest post-earnings. In the past [--] days: approx. 3.9M calls vs 2.8M puts have traded landing it on our high-volume list. The most active contract May [--] calls. Traders are still leaning bullish on the streamer. Netflix $NFLX has been drawing HEAVY options interest post-earnings. In the" [X Link](https://x.com/schaeffers/status/2021571985482908074) 2026-02-11T13:08Z 12.9K followers, [---] engagements "Zelle just said users sent $1.2T in [----] (+20% y/y) or $3.4B moving daily December hit a record 100M active accounts with 30% of volume tied to small businesses. Bank-backed P2P is still taking share in digital payments. 💸" [X Link](https://x.com/schaeffers/status/2021575503824482390) 2026-02-11T13:22Z 12.9K followers, [---] engagements "US UNEMPLOYMENT RATE DROPPED TO 4.3% IN JANUARY" [X Link](https://x.com/schaeffers/status/2021577682039832797) 2026-02-11T13:30Z 12.9K followers, [---] engagements "💼 Jan Jobs Report Highlights Unemployment Rate: 4.3% vs 4.4% est (4.4% prior) Nonfarm Payrolls: +130K vs +65K est (+48K prior) Avg Hourly Earnings (y/y): +3.7% vs +3.6% est (+3.8% prior) Participation: 62.5% (vs 62.4% prior) Revisions: -17K Payroll employment rises by [------] in January; unemployment rate changes little at 4.3% #BLSData #EmpSit https://t.co/6uePIUcEnY Payroll employment rises by [------] in January; unemployment rate changes little at 4.3% #BLSData #EmpSit https://t.co/6uePIUcEnY" [X Link](https://x.com/schaeffers/status/2021578028925559075) 2026-02-11T13:32Z 12.9K followers, [----] engagements "Unity $U plunging 20% premarket as weak Q1 guide overshadows a solid Q4. Rev guide $480-490M vs $494M est Adj EBITDA $105-110M vs $112M est AI pressure mounting: slow Vector ad ramp & soft Unity [--] uptake while new AI entrants circle. UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw" [X Link](https://x.com/schaeffers/status/2021580151901782112) 2026-02-11T13:40Z 12.9K followers, [---] engagements "🚨 Sentiment Signal Suggests Increase Chance of a Pullback https://www.schaeffersresearch.com/content/analysis/2026/02/11/sentiment-signal-suggests-increase-chance-of-a-pullback https://www.schaeffersresearch.com/content/analysis/2026/02/11/sentiment-signal-suggests-increase-chance-of-a-pullback" [X Link](https://x.com/schaeffers/status/2021585449605628076) 2026-02-11T14:01Z 12.9K followers, [---] engagements "Bullish @InvestorsIntell sentiment just pushed above 60% a level that's historically acted as a contrarian warning sign. ⚠ When optimism gets this crowded forward $SPX returns tend to be weaker especially near ATHs. Signal: upside may be more limited & pullback risk rises" [X Link](https://x.com/schaeffers/status/2021586079468404914) 2026-02-11T14:04Z 12.9K followers, [---] engagements "When @InvestorsIntell bulls hit 60% or higher (like right now) this is what the $SPX does over next [--] months:" [X Link](https://x.com/schaeffers/status/2021586323190976524) 2026-02-11T14:05Z 12.9K followers, [---] engagements "Mattel $MAT plummeting -29.3% premarket after Q4 earnings & revenue missed estimates while the full-year earnings guide also came in below expectations. In response Citigroup downgraded the stock to "neutral" while J.P. Morgan Securities lowered its rating to "underweight." WHY IS MATTEL $MAT PLUNGING AH MAJOR HOLIDAY MISS Q4 EPS $0.39 vs $0.54 est sales $1.77B vs $1.84B est with weak December US demand. [----] EPS guide $1.18-$1.30 vs $1.41 in [----]. WHY IS MATTEL $MAT PLUNGING AH MAJOR HOLIDAY MISS Q4 EPS $0.39 vs $0.54 est sales $1.77B vs $1.84B est with weak December US demand. [----] EPS" [X Link](https://x.com/schaeffers/status/2021591478108094948) 2026-02-11T14:25Z 12.9K followers, [---] engagements "PreMarket News & Moves: $F $NET $GLD $ZG" [X Link](https://x.com/schaeffers/status/2021591607187812479) 2026-02-11T14:26Z 12.9K followers, [---] engagements "New York Fashion Week kicks off today with shows and events from brands including $RL $PVH's Calvin Klein $TPR's Coach and $CPRI's Michael Kors as the industry spotlights new collections and trends" [X Link](https://x.com/schaeffers/status/2021597341325598767) 2026-02-11T14:49Z 12.9K followers, [---] engagements "Beta Tech $BETA ripping +15% in the first [--] today 🚀 Jefferies upgrade to Buy (PT $30 roughly 80% upside) SEC filing shows Amazon $AMZN owns 5.3% Stocks still 40%ish off YTD highs. bulls are betting risk-off reset & big-name backing creates a runway ahead $BETA is surging 18.5% after $AMZN takes sizable stake https://t.co/NFnxvRYKx5 $BETA is surging 18.5% after $AMZN takes sizable stake https://t.co/NFnxvRYKx5" [X Link](https://x.com/schaeffers/status/2021600142101541247) 2026-02-11T15:00Z 12.9K followers, [---] engagements "🚨 $HOOD files to launch Robinhood Ventures Fund I a closed-end fund giving retail investors access to private companies. CEO Vlad Tenev: Everyday people will invest in opportunities once reserved for the elite. Ticker planned: $RVI 📊 $HOOD BREAKING: Robinhood announces that they have filed with the SEC to launch Robinhood Ventures Fund I (RVI) a concentrated portfolio of innovative private companies leading their industries. Well folks looks like Robinhood is going to IPO a fund that allows retail to https://t.co/pi1Rb6rCid $HOOD BREAKING: Robinhood announces that they have filed with the" [X Link](https://x.com/schaeffers/status/1967600077142405377) 2025-09-15T14:43Z 12.9K followers, [---] engagements "*NEW IPO ALERT* Medline $MDLN Reportedly guiding pricing toward upper half of its $26-$30 range. Deal is 10x oversubscribed w/ 179M shares offered & a potential $5.3B+ IPO the largest U.S. deal this year Pricing expected late today; trades on @NasdaqExchange Medlines long-delayed IPO is on track to raise the most of any listing this year as investors keen on the medical supply companys business model look past its rocky path back to the public markets https://t.co/DgF7DvLcgY Medlines long-delayed IPO is on track to raise the most of any listing this year as investors keen on the medical" [X Link](https://x.com/schaeffers/status/2000961768609267762) 2025-12-16T16:10Z 12.9K followers, [----] engagements "BofA says small-cap growth isnt dead just selective. Their screen highlights Russell [----] names with 20%+ long-term growth & non-stretched valuations even as the index struggles. Top Picks; $SGRY $SABR $BTSG $ALHC $ROAD $MSGE $OI $CMC $KNTK $CLMT $INR $KNF $EYE" [X Link](https://x.com/schaeffers/status/2003169285565243396) 2025-12-22T18:22Z 12.9K followers, [---] engagements "$IOT is -23% y/y & coming off [--] straight weekly losses but now testing its 40M MA a historically bullish trendline This signal has appeared 2x in [--] yrs with avg +20% in 1mo and avg +66.7% in 3mo (100% win rate). Short interest near 7% of float adds to squeeze potential" [X Link](https://x.com/schaeffers/status/2011175062569734517) 2026-01-13T20:34Z 12.9K followers, [---] engagements "Tencent $TME -4.8% to $16.63 as profit-taking/tech pressure chips away at a strong +58% Y/Y gain. Stock is tracking toward its lowest close since May with the 20DMA weighing on price action" [X Link](https://x.com/schaeffers/status/2011851679541400030) 2026-01-15T17:23Z 12.9K followers, [---] engagements "🚨 $BAH getting nuked -9% today after U.S. Treasury canceled all contracts ($21M). Why Ex-employee leaked Trump & billionaire tax data to media Gov accounts for almost all revenue 70% from defense/intel. BRUTAL TIMING following raised guide last week" [X Link](https://x.com/schaeffers/status/2015820864608985239) 2026-01-26T16:15Z 12.9K followers, [----] engagements "$BOOT was just added as a new short at @Hedgeye which sees 75% downside. Thesis: Street overestimates unit growth (515 to 1200) underestimates slowing comps & rising rent pressure. Hedgeye models $4 EPS vs Street's $8+ saying valuation looks rich at 14x EBITDA. SI = 11.8%" [X Link](https://x.com/schaeffers/status/2015821870499504482) 2026-01-26T16:19Z 12.9K followers, [---] engagements "Shell $SHEL Eni $E Chevron $CVX & more at Kazakhstans Karachaganak field lost an arbitration case and may owe $2B-$4B in compensation per Bloomberg. The ruling backs Kazakhstans claim over unapproved cost recovery" [X Link](https://x.com/schaeffers/status/2015898795297407260) 2026-01-26T21:25Z 12.9K followers, [---] engagements "PROGRESSIVE INSURANCE $PGR EARNINGS HISTORY" [X Link](https://x.com/schaeffers/status/2016477605965312282) 2026-01-28T11:45Z 12.9K followers, [---] engagements "AstraZeneca $AZN shifted its U.S. listing effective today It's ending its ADS program & moving to a direct NYSE listing of ordinary shares starting today. It's a simpler structure no ADS middleman and more consistent global trading as the pharma giant expands in China" [X Link](https://x.com/schaeffers/status/2018305213178773609) 2026-02-02T12:47Z 12.9K followers, [---] engagements "$TER ripping after hours on a major beat & raise Teradyne posted $1.08B rev / $1.80 EPS vs $977M / $1.38 est. Guide midpoint is roughly 60% ABOVE consensus driven by AI demand in compute networking & memory. One analyst called it an absolute blowout. TERADYNE $TER EARNINGS ARE OUT 🟢 EPS: $1.80 Est. $1.35 🟢 REV: $1.08B Est. $971.1M IMPLIED MOVE TOMORROW: 11.16% https://t.co/h35Hw8IDT5 TERADYNE $TER EARNINGS ARE OUT 🟢 EPS: $1.80 Est. $1.35 🟢 REV: $1.08B Est. $971.1M IMPLIED MOVE TOMORROW: 11.16% https://t.co/h35Hw8IDT5" [X Link](https://x.com/schaeffers/status/2018525975731114317) 2026-02-03T03:24Z 12.9K followers, [---] engagements "$AMGN EARNINGS HISTORY (REPORTS AFTER CLOSE) 👇" [X Link](https://x.com/schaeffers/status/2018703033085956549) 2026-02-03T15:08Z 12.9K followers, [---] engagements "Ritholtzs Josh Brown just named his best stocks in the market 📈 [--] $TRGP: 22% CF growth 2% yield strong momentum [--] $GWW: defensive $1.5B returned to holders no sellers above resistance [--] $CTVA: breakout & golden cross possible spinoff" [X Link](https://x.com/schaeffers/status/2018762448019317184) 2026-02-03T19:04Z 12.9K followers, [---] engagements "MARKETS DON'T WANT SLOP BOWLS $CMG -8% AH CHIPOTLE $CMG EARNINGS ARE OUT 🟢 EPS: $0.25 Est. $0.24 🟢 REV: $2.984B Est. $2.96B IMPLIED MOVE TOMORROW: 8.17% https://t.co/s7LNrQvHEg CHIPOTLE $CMG EARNINGS ARE OUT 🟢 EPS: $0.25 Est. $0.24 🟢 REV: $2.984B Est. $2.96B IMPLIED MOVE TOMORROW: 8.17% https://t.co/s7LNrQvHEg" [X Link](https://x.com/schaeffers/status/2018796799176368147) 2026-02-03T21:20Z 12.9K followers, [---] engagements "ELI LILLY $LLY EARNINGS ARE OUT 🟢 EPS: $7.54 Est. $6.67 🟢 REV: $19.29B Est. $18.01B IMPLIED MOVE TODAY: 6.19%" [X Link](https://x.com/schaeffers/status/2019015602514334073) 2026-02-04T11:50Z 12.9K followers, [----] engagements "$LLY flexed on $NVO: sees [----] sales $80-83B (+up to 27% YoY) vs $77.7B est. Zepbound $4.3B & Mounjaro $7.4B both beat. Medicare coverage and oral pill launch could widen the gap in the GLP-1 race. 💪💪 ELI LILLY $LLY EARNINGS ARE OUT 🟢 EPS: $7.54 Est. $6.67 🟢 REV: $19.29B Est. $18.01B IMPLIED MOVE TODAY: 6.19% https://t.co/zS4YtqRlVi ELI LILLY $LLY EARNINGS ARE OUT 🟢 EPS: $7.54 Est. $6.67 🟢 REV: $19.29B Est. $18.01B IMPLIED MOVE TODAY: 6.19% https://t.co/zS4YtqRlVi" [X Link](https://x.com/schaeffers/status/2019019371214160186) 2026-02-04T12:05Z 12.9K followers, [---] engagements "$CMG edging higher today after a Q4 beat (EPS & rev) but flat same-store sales guidance and a wave of PT cuts capping its upside. Bearish options flow is crowded (put/call near extremes) while the stock still sits +32% from November lows. skepticism vs. resilience in play. CHIPOTLE $CMG EARNINGS ARE OUT 🟢 EPS: $0.25 Est. $0.24 🟢 REV: $2.984B Est. $2.96B IMPLIED MOVE TOMORROW: 8.17% https://t.co/s7LNrQvHEg CHIPOTLE $CMG EARNINGS ARE OUT 🟢 EPS: $0.25 Est. $0.24 🟢 REV: $2.984B Est. $2.96B IMPLIED MOVE TOMORROW: 8.17% https://t.co/s7LNrQvHEg" [X Link](https://x.com/schaeffers/status/2019085554135031871) 2026-02-04T16:28Z 12.9K followers, [---] engagements "$SNAP pops after a clean Q4 beat: Rev $1.72B BEAT EPS $0.03 BEAT Adj. EBITDA +30% y/y FCF $206M BEAT $500M buyback approved Guide mostly in-line but profitability & capital return doing the talking. Pivot to profitable growth showing up in the numbers. 👻📈 $SNAP EARNINGS ARE OUT 🟢 EPS: $0.03 Est. -$0.03 🟢 REV: $1.716B Est. $1.7B IMPLIED MOVE TOMORROW: 13.47% https://t.co/7QiEc3H4zR $SNAP EARNINGS ARE OUT 🟢 EPS: $0.03 Est. -$0.03 🟢 REV: $1.716B Est. $1.7B IMPLIED MOVE TOMORROW: 13.47% https://t.co/7QiEc3H4zR" [X Link](https://x.com/schaeffers/status/2019168217801916806) 2026-02-04T21:56Z 12.9K followers, [----] engagements "BRISTOL MYERS SQUIBB $BMY EARNINGS ARE OUT 🟢 EPS: $1.26 Est. $1.20 🟢 REV: $12.5B Est. $12.28B IMPLIED MOVE TODAY: 3.7%" [X Link](https://x.com/schaeffers/status/2019388943813493090) 2026-02-05T12:33Z 12.9K followers, [----] engagements "Cigna $CI beats Q4 but its guide cools the story 📉 EPS $8.08 vs $7.88 est rev $72.4B vs $70.3B. But [----] EPS $30.25 (in-line) & rev $280B vs $285.8B est with MCR up to 84.7%. Takeaway Solid execution but cost pressure & softer top-line guide keeping a lid on sentiment. $CI The Cigna Group Q4-2025 Earning Report https://t.co/7oOwy9YFBR $CI The Cigna Group Q4-2025 Earning Report https://t.co/7oOwy9YFBR" [X Link](https://x.com/schaeffers/status/2019390803622363564) 2026-02-05T12:41Z 12.9K followers, [---] engagements "$BMY beats and guides above Street 💊 Q4 rev $12.5B EPS $1.26 (beat) as growth drugs offset legacy erosion. [----] guide: rev $4647.5B EPS $6.056.35 consensus. Watch the mix: Opdivo/Orencia strength vs. Eliquis/Revlmid declines & margin pressure. BRISTOL MYERS SQUIBB $BMY EARNINGS ARE OUT 🟢 EPS: $1.26 Est. $1.20 🟢 REV: $12.5B Est. $12.28B IMPLIED MOVE TODAY: 3.7% https://t.co/CJ8KTyHyHh BRISTOL MYERS SQUIBB $BMY EARNINGS ARE OUT 🟢 EPS: $1.26 Est. $1.20 🟢 REV: $12.5B Est. $12.28B IMPLIED MOVE TODAY: 3.7% https://t.co/CJ8KTyHyHh" [X Link](https://x.com/schaeffers/status/2019391292719911403) 2026-02-05T12:42Z 12.9K followers, [---] engagements "PreMarket News & Moves: $CAH beat & raised FY outlook $HSY Q4 earnings & revenue beat $TPR FQ2 results topped estimates $PTON Q4 earnings & revenue miss" [X Link](https://x.com/schaeffers/status/2019418036550451458) 2026-02-05T14:29Z 12.9K followers, [---] engagements "STRATEGY $MSTR EARNINGS ARE OUT 🔴 EPS: -$42.93 Est. -$20.99 🟢 REV: $122.99M Est. $118.47M IMPLIED MOVE TOMORROW: 7.09%" [X Link](https://x.com/schaeffers/status/2019516820181671971) 2026-02-05T21:01Z 12.9K followers, [----] engagements "Reddit $RDDT popping off AH on a clean Q4 beat EPS $1.24 vs $0.94 est. Rev $726M +70% y/y beat DAU 121.4M vs 120M est. Q1 guide $595-$605M vs. $577M est. After -35% YTD drop bulls get a data point that ads and data deals are scaling REDDIT $RDDT EARNINGS ARE OUT 🟢 EPS: $1.24 Est. $0.93 🟢 REV: $725.607M Est. $667.06M IMPLIED MOVE TOMORROW: 12.19% https://t.co/uCvSm0LJVI REDDIT $RDDT EARNINGS ARE OUT 🟢 EPS: $1.24 Est. $0.93 🟢 REV: $725.607M Est. $667.06M IMPLIED MOVE TOMORROW: 12.19% https://t.co/uCvSm0LJVI" [X Link](https://x.com/schaeffers/status/2019521479029776505) 2026-02-05T21:20Z 12.9K followers, [---] engagements "THE DOW $DJI HAS BROKEN ABOVE 50K FOR THE FIRST TIME *EVER*" [X Link](https://x.com/schaeffers/status/2019879686210482708) 2026-02-06T21:03Z 12.9K followers, [---] engagements "$CVS just confirmed its pharmacies will accept TrumpRx discount cards for prescriptions TrumpRx launched Thurs initially covering [--] drugs from $AZN $LLY $NVO & $PFE. Consumers can access discounts via TrumpRx(dot)gov or coupon cards at participating pharmacies" [X Link](https://x.com/schaeffers/status/2020208690792657306) 2026-02-07T18:51Z 12.9K followers, [---] engagements "Super Bowl betting may hit records this weekend. but where the growth is happening has already changed the game. 🧵👇🏈 Kalshi downloads blew past FanDuel $FLUT & DraftKings $DKNG heading into Super Bowl LX. and sportsbooks stocks are reflecting it" [X Link](https://x.com/schaeffers/status/2020531830710030665) 2026-02-08T16:15Z 12.9K followers, [---] engagements "$MNDY dropping premarket after guide disappointed despite a Q4 beat Stock -14% as softer outlook overshadows solid growth and RPO gains. Q1 revenue outlook: $338-340M vs $343M est. FY26 revenue guide: $1.452-1.462B vs $1.48B est. FX headwinds weighing on margins MONDAY $MNDY EARNINGS ARE OUT 🟢 EPS: $1.04 Est. $0.92 🟢 REV: $333.878M Est. $329.66M IMPLIED MOVE TODAY: 15.44% https://t.co/bvU5w380Na MONDAY $MNDY EARNINGS ARE OUT 🟢 EPS: $1.04 Est. $0.92 🟢 REV: $333.878M Est. $329.66M IMPLIED MOVE TODAY: 15.44% https://t.co/bvU5w380Na" [X Link](https://x.com/schaeffers/status/2020839105819779247) 2026-02-09T12:36Z 12.9K followers, [---] engagements "$HIMS -20% () after the company said it will stop offering its compounded copycat Wegovy pill over the weekend following pressure from $NVO and rising FDA scrutiny of compounded GLP-1s. But Hims was still slapped with a patent infringement lawsuit from Novo Nordisk this AM" [X Link](https://x.com/schaeffers/status/2020843527341801862) 2026-02-09T12:53Z 12.9K followers, [---] engagements "$LYFT just launched Lyft Teen letting riders ages 13-17 book trips featuring parental monitoring PIN verification & vetted drivers. This move mirrors $UBER's teen accounts and targets families seeking safer convenient alternatives as fewer teens are getting drivers licenses" [X Link](https://x.com/schaeffers/status/2020886241374298563) 2026-02-09T15:43Z 12.9K followers, [---] engagements "American Airlines $AAL CEO Robert Isom facing mounting labor pressure after flight attendants issued unanimous no-confidence vote & called for him to step down. This follows similar criticism from pilots with unions citing operational missteps & weak financial performance" [X Link](https://x.com/schaeffers/status/2020897091627676071) 2026-02-09T16:26Z 12.9K followers, [---] engagements "Workday $WDAY CEO Swap Effective Immediately: CEO Carl Eschenbach is OUT Founder Aneel Bhusri is BACK" [X Link](https://x.com/schaeffers/status/2020900499575201935) 2026-02-09T16:40Z 12.9K followers, [---] engagements "Autodesk $ADSK is suing Google $GOOGL over name Flow alleging Googles AI video tool infringes on its trademark. ADSK says its used Flow since [----] for cinematic VFX software while Google launched a similarly named AI tool in [----] & is now seeking trademark protection" [X Link](https://x.com/schaeffers/status/2020954857411109229) 2026-02-09T20:16Z 12.9K followers, [---] engagements "TODAY'S UNUSUAL OPTIONS ACTIVITY 2/9/26 👇 $AMZN $HIMS $RIG $EFA $IGV $XLC $TSLR $IEF $CLF $FISV $OSCR $CCL $DDOG $STT $LVS $VZLA $SPOT $GT $CVS $SCCO $TOST $ON" [X Link](https://x.com/schaeffers/status/2020972812324962492) 2026-02-09T21:27Z 12.9K followers, [----] engagements "PRE-EARNINGS $ALAB NEWS: Astera Labs is opening a new Israel R&D design center focused on next-gen AI fabrics and memory/connectivity bottlenecks for training & inference. Led by ex-Google & Marvell vet Guy Azrad with former Mellanox/NVIDIA exec Ido Bukspan. $ALAB EARNINGS HISTORY 👇 https://t.co/YXeeiXHmeD $ALAB EARNINGS HISTORY 👇 https://t.co/YXeeiXHmeD" [X Link](https://x.com/schaeffers/status/2021328024742907976) 2026-02-10T20:58Z 12.9K followers, [---] engagements "ZILLOW $Z EARNINGS ARE OUT 🟢 EPS: $0.01 Est. $0.00 🟢 REV: $654M Est. $650.51M IMPLIED MOVE TOMORROW: 11.19%" [X Link](https://x.com/schaeffers/status/2021331029592883483) 2026-02-10T21:10Z 12.9K followers, [---] engagements "$LYFT mixed Q4: EBITDA beat ($154M vs $147M) rev miss ($1.6B vs $1.7B) on $168M legal/reg hits. Q1 EBITDA guide light bookings OK. Big headline: new $1B buyback (15% of mkt cap). Calling [----] year of AV. $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn" [X Link](https://x.com/schaeffers/status/2021331677230792864) 2026-02-10T21:13Z 12.9K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@schaeffers Schaeffer's Investment Research
Several major companies are set to report earnings, including Airbnb, Block, and Datadog, with implied earnings moves ranging from 6.99% to 19.6%. Datadog's earnings report caused its stock to surge to a 4-year high. Meanwhile, market trends indicate that tech stocks are experiencing volatility, and retail investors are expected to support stocks into year-end.
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Social Influence
Social category influence finance 100% stocks 77.74% technology brands 21.73% cryptocurrencies 12.54% automotive brands 4.59% exchanges 3.18% financial services 2.65% countries 1.94% social networks 1.94% currencies 1.77%
Social topic influence ai 8.83%, strong 5.48%, $googl 5.3%, history 4.95%, $amzn #1129, stocks 4.59%, bullish 4.42%, ceo 4.42%, eps #238, $msft 3.53%
Top accounts mentioned or mentioned by @nyse @nasdaqexchange @investorsintell @pamelawatson500 @hundenrufus @yorkspacesystem @ameriprise @mybobs @aynirealtor @finxweekly @ndrresearch @edclissold @sethcl @waynewhaley1136 @almanactrader @bluekurtic @petermallouk @mikezaccardi @factset @themarketear
Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Hims & Hers Health, Inc. (HIMS) SPX6900 (SPX) Novo-Nordisk (NVO) Strategy (MSTR) Apple, Inc. (AAPL) Bloom Energy Corporation (BE) Robinhood Markets, Inc. (HOOD) Eli Lilly and Company (LLY) Netflix Inc (NFLX) Roblox Corp. (RBLX) Reddit, Inc. (RDDT) Now Coin (NOW) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Lyft, Inc. Class A Common Stock (LYFT) Moderna Inc (MRNA) monday.com Ltd. (MNDY) Spotify Technology (SPOT) Palantir Technologies Inc. (PLTR) DraftKings Inc. Class A Common Stock (DKNG) Cleveland-Cliffs, Inc. (CLF) Cloudflare, Inc. (NET) Datadog Inc (DDOG) Orochi Network (ON) Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Crocs, Inc. (CROX) AppLovin Corporation (APP) Metadium (META) Unity Software Inc. (U) CVS Health Corp (CVS) Peloton Interactive, Inc. Class A Common Stock (PTON) Affirm Holdings, Inc. (AFRM) PayPal Holdings Inc (PYPL) UnitedHealth Group (UNH) Mattel, Inc. (MAT) Coldstack (CLS) Royal Caribbean Cruises Ltd (RCL) Tyson Foods, Inc. (TSN) Take-Two Interactive Software, Inc. (TTWO)
Top Social Posts
Top posts by engagements in the last [--] hours
"🚩 UNUSUAL OPTIONS ACTIVITY: Molson-Coors $TAP is trading lower today. down -0.7% at midday but put activity is surging with 33K puts already traded running at 192x average vol. Heavy action at Feb [----] & [--] puts (16.7K each). Despite recent weakness stock still +5% in 2026"
X Link 2026-01-23T17:17Z 12.9K followers, [---] engagements
"REMINDER: American Axle & Manufacturing $AXL officially rebrands to Dauch Corporation and starts trading as $DCH today aligning with its planned Dowlais acquisition and a shift toward a broader less product-specific identity"
X Link 2026-02-05T14:15Z 12.9K followers, [---] engagements
"Memory trade 🔥 AI demand is pulling NAND pricing higher and pushing customers to lock in 2027-2028 supply. a strong signal the cycle has legs. $MU $WDC $STX are all ripping premarket with $SNDK leading after Kioxias bullish guide. 🧠📈"
X Link 2026-02-12T12:46Z 12.9K followers, [---] engagements
"Mosaic $MOS has rallied +18% YTD but just crashed into a historically bearish trendline. Our quant's stats: [--] similar signals in 10Y led to stock down 76% of the time 30D later avg -5.7% return. Current RSI [--] = overbought. Options still cheap (SVI [--] / SVS 91). 🧐"
X Link 2026-01-26T20:11Z 12.9K followers, [---] engagements
"Crocs $CROX just delivered a blowout earnings report Q4 sales and EPS beat every analyst estimate and [----] EPS guidance came in well above even the highest forecast. Stock up double digits. The catch HeyDude remains a headwind. CROCS $CROX EARNINGS ARE OUT 🟢 EPS: $2.29 Est. $1.91 🟢 REV: $957.6M Est. $917.1M IMPLIED MOVE TODAY: 12.3% https://t.co/qZUiXRfXp0 CROCS $CROX EARNINGS ARE OUT 🟢 EPS: $2.29 Est. $1.91 🟢 REV: $957.6M Est. $917.1M IMPLIED MOVE TODAY: 12.3% https://t.co/qZUiXRfXp0"
X Link 2026-02-12T15:16Z 12.9K followers, [---] engagements
"NEW IPO ALERT York Space Systems $YSS Turnkey satellite missions from build to orbit 🚀 @YorkSpaceSystem lands on Wall Street. $YSS https://t.co/H4g1cuVzuy Turnkey satellite missions from build to orbit 🚀 @YorkSpaceSystem lands on Wall Street. $YSS https://t.co/H4g1cuVzuy"
X Link 2026-01-29T13:40Z 12.9K followers, [----] engagements
"Options traders are piling in on Mineralys $MLYS today Over 92K puts have changed hands That's 50X the norm. The most popular contract is the March [--] put with new positions being bought to open. The biotech stock is +3.4% today at$29.20 & boasts +192.5% y/y gain"
X Link 2026-02-06T17:44Z 12.9K followers, [---] engagements
"Monday Feb [--] [----] U.S. markets will be closed for Presidents Day"
X Link 2026-02-13T12:40Z 12.9K followers, [---] engagements
"🚨 Chip war escalation: The US has pulled $TSM waiver to freely ship supplies to its Nanjing fab ending its validated end user status by Dec. [--]. This mirrors moves against $SSNLF & $HXSCL adding uncertainty as firms now need individual US approvals for shipments"
X Link 2025-09-02T13:11Z 12.9K followers, [----] engagements
"NEW COVERAGE: $BRCB the Starbucks meets Dutch Bros play gets a flood of Buy ratings as analyst quiet period ends: 💥 Jefferies leads w/ Buy 🏦 Morgan Stanley Stifel Baird William Blair Raymond James also bullish ⚠ JPM neutral but sees big opportunity"
X Link 2025-10-07T13:57Z 12.9K followers, [---] engagements
"WOW investors did NOT like $BRCB's first official report post-IPO"
X Link 2025-11-11T21:21Z 12.9K followers, [----] engagements
"📈 Options traders are piling into $IOT after an earnings beat 24K calls traded already - 9x average call volume & 3x puts. Heavy interest on Dec [--] calls & todays 12/5 48-strike weekly. Stock +13.8% at $46.35 testing June highs near $48"
X Link 2025-12-05T18:15Z 12.9K followers, [---] engagements
": $MRVL 🔴 Benchmark cuts to Hold after industry checks suggest $AMZN Tranium [--] & [--] designs went to rival Alchip. Analysts now expect just 20% XPU growth in 2026"
X Link 2025-12-08T13:45Z 12.9K followers, [----] engagements
""High-conviction picks" for [----] c/o KeyBanc: 🔧 $TTAN: clear share winner in under-digitized trades (10% penetration) 🏘 $APPF: Resident services could drive 20%+ rev growth in '26. 🏗 $ADSK: steady execution margin expansion & transaction-model tailwinds support growth"
X Link 2025-12-18T16:34Z 12.9K followers, [---] engagements
"Axsome Therapeutics $AXSM is ripping +19% today after the FDA granted Priority Review for a major label expansion of AXS-05 (Auvelity) in Alzheimers agitation and cleared the path for a narcolepsy filing. PDUFA action date: April [--] 2026"
X Link 2025-12-31T16:00Z 12.9K followers, [----] engagements
"THIS WEEK'S IPO UPDATES 📝 Analyst quiet period expires: $LMRI $WLTH $JMG $CDNL 🔓 IPO lockup expirations: $DLXY $MSGY"
X Link 2026-01-04T15:41Z 12.9K followers, [---] engagements
"JUST IN: Alibaba's $BABA maps unit Amap is launching an AI-powered service for restaurants allowing merchants to create 3D interior images from photos or videos per Bloomberg"
X Link 2026-01-05T00:00Z 12.9K followers, [---] engagements
": $OMC 🔴 PT $77 (from $87) BofA flags Omnicom's organic growth risk potential EPS dilution from asset sales and reinvestment needs tied to IPG assets. 2026-28 EPS estimates cut 7-12%"
X Link 2026-01-05T16:54Z 12.9K followers, [---] engagements
"🟢 U.S. DEFENSE UPDATE: Defense stocks rally as markets bet geopolitics wont escalate. Huntington Ingalls $HII +4% to $363.86 after tagging record $365.92 Stock +80% in [----] +98% in last 9M holding support at the 20DMA. Call options trading at 3x norm led by June 460C"
X Link 2026-01-05T20:03Z 12.9K followers, [---] engagements
"- $WDFC ❌ EPS: $1.28 (-$0.17 miss) ❌ Rev: $154.4M (+0.6% y/y -$0.7M miss) 🛠 Maintenance sales: $148.9M (+2%) 📈 Gross margin: 56.2% (up from 54.8%) 📉 Op income: $23.3M (-7% y/y) 📉 Net income: $17.5M (-8% y/y)"
X Link 2026-01-08T21:35Z 12.9K followers, [---] engagements
"NEW CRYPTO IPO WATCH BitGo files to raise $201M at $15-$17/share ticker $BTGO. Valuation approx. $1.96B. First crypto IPO of [--] after last years $CRCL $GEMI $BLSH wave under pro-crypto policy backdrop"
X Link 2026-01-12T15:16Z 12.9K followers, [---] engagements
"The Needham Growth Conference starts today Presenters include reps from Ondas $ONDS PagerDuty $PD Surf Air Mobility $SRFM Bitfarms $BITF Rigetti Computing $RGTI and Navitas $NVTS. Event is often a catalyst for guidance and pipeline updates"
X Link 2026-01-13T11:47Z 12.9K followers, [----] engagements
"StubHub $STUB +13.70% as the market reacts to a newly launched class-action lawsuit targeting the company. The stock public since September pushing for a 3rd straight win and +22% this week breaking above recent resistance near $14"
X Link 2026-01-15T17:22Z 12.9K followers, [---] engagements
"Ahead of earnings Stifel raised PTs & urged investors to build a [----] basket across hybrid AI AI networking & analog/Edge AI names. PT hikes included: $ADI ($330) $MTSI ($215) $SITM ($400) $MCHP ($90) $SMTC ($90)"
X Link 2026-01-16T15:35Z 12.9K followers, [---] engagements
"MS downgraded hardware names after CIO survey showed hardware budgets set to grow just +1% in [----] lowest in [--] years (ex-2020). These stocks are relatively expensive at 20x NTM P/E. $NTAP to UW (PT $89 from $117) $LOGI to UW (PT $89 from $107) $CDW to EW (PT $141 from $177)"
X Link 2026-01-20T16:46Z 12.9K followers, [---] engagements
"PROGRESS SOFTWARE $PRGS EARNINGS ARE OUT 🟢 EPS: $1.51 Est. $1.31 🔴 REV: $252.666M Est. $252.862M IMPLIED EARNINGS MOVE TOMORROW: 15.61%"
X Link 2026-01-20T21:11Z 12.9K followers, [----] engagements
"Automotive World Tokyo kicks off today It's a major exhibition focused on advanced auto technologies. Speakers include reps from Toyota $TM Nissan Honda $HMC Mazda and Suzuki"
X Link 2026-01-21T11:16Z 12.9K followers, [---] engagements
"Steph Curry just gave On $ONON its first NBA moment lacing up Federers The Roger in warmups With his Under Armor $UA contract expired the sighting sparked endorsement chatter and a potential hoops push for On Stock +4.6%. today Stephen Curry is wearing Roger Federers signature THE ROGER Pro Fire during warm-ups 😳🤯 https://t.co/2buqqCDWml Stephen Curry is wearing Roger Federers signature THE ROGER Pro Fire during warm-ups 😳🤯 https://t.co/2buqqCDWml"
X Link 2026-01-21T18:29Z 12.9K followers, [---] engagements
"Mission Produce $AVO popping +5.2% after the board adopted a 1-year poison pill to prevent any holder from quietly surpassing 15% without paying a premium Rights only trigger if the threshold is crossed protecting existing shareholders while not blocking bona fide bids"
X Link 2026-01-22T15:00Z 12.9K followers, [---] engagements
"$CSX EARNINGS ARE OUT 🔴 EPS: $0.39 Est. $0.42 🔴 REV: $3.51B Est. $3.544B IMPLIED MOVE TOMORROW: 3.96%"
X Link 2026-01-22T21:04Z 12.9K followers, [---] engagements
"$CSX WITH A DOUBLE EARNINGS MISS AND ERASE TODAY'S LOSSES $CSX EARNINGS ARE OUT 🔴 EPS: $0.39 Est. $0.42 🔴 REV: $3.51B Est. $3.544B IMPLIED MOVE TOMORROW: 3.96% https://t.co/FR73gdZBl9 $CSX EARNINGS ARE OUT 🔴 EPS: $0.39 Est. $0.42 🔴 REV: $3.51B Est. $3.544B IMPLIED MOVE TOMORROW: 3.96% https://t.co/FR73gdZBl9"
X Link 2026-01-22T21:05Z 12.9K followers, [---] engagements
"$CSX has an implied earnings move of 3.42% 📊 $CSX Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.39 (vs. $0.42 est.) YoY: 7.14% (from $0.42) ❌ Revenue Miss Sales: $3.510B (vs. $3.544B est.) YoY: 0.85% (from $3.540B) 📊 $CSX Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.39 (vs. $0.42 est.) YoY: 7.14% (from $0.42) ❌ Revenue Miss Sales: $3.510B (vs. $3.544B est.) YoY: 0.85% (from $3.540B)"
X Link 2026-01-22T21:35Z 12.9K followers, [---] engagements
"ALASKA AIR $ALK EARNINGS ARE OUT 🟢 EPS: $0.43 Est. $0.11 🔴 REV: $3.63B Est. $3.64B IMPLIED MOVE TODAY: 9.83%"
X Link 2026-01-23T12:31Z 12.9K followers, [----] engagements
"Ethereum treasury firm ETHZilla $ETHZ just bought two aircraft engines for $12.2M via a new aerospace subsidiary part of its push into tokenizing real-world assets (RWAs). The engines are already leased to a major airline"
X Link 2026-01-23T16:33Z 12.9K followers, [---] engagements
"Shell $SHEL & its partners are weighing up to $20B to develop Nigerias Bonga South West deepwater oilfield CEO Sawan said after meeting President Tinubu. Bonga could hold 820M barrels with peak output of 220K bpd; partners include $XOM $E and Nigerian National Petroleum"
X Link 2026-01-24T21:11Z 12.9K followers, [---] engagements
"Key deals last week across sectors: 🤝 Clorox $CLX to buy GOJO (Purell maker) for $2.25B 🤝 Capital One $COF to buy Brex for $5.15B 🤝 $GSK to buy $RAPT Therapeutics for $2.2B 🤝 Papyal $PYPL to buy Cymbio 🤝 Organon $OGN pops on non-binding Sun Pharma bid"
X Link 2026-01-25T19:49Z 12.9K followers, [---] engagements
"Eaton $ETN +1.4% premarket after announcing plans to spin off its Vehicle & eMobility units into a separate publicly traded company. Move aligns with its [----] strategy to focus on higher-growth electrical & aerospace ops. Spin expected by [----] tax-free to shareholders. BNP Paribas just named Eaton $ETN a top pick for [----] citing accelerating AI data center demand & valuation disconnect. Analyst sets PT at $430 (30% upside) w/bull case toward $500. Also highlights Boyd acquisition & potential vehicle unit separation as shareholder-friendly. https://t.co/CU5mjOR9NA BNP Paribas just named Eaton"
X Link 2026-01-26T13:48Z 12.9K followers, [---] engagements
"PREMARKET NEWS & MOVES: 🟩 $STLD beat EPS but missed on rev. 🟥 $MU Samsung taps $NVDA for next-gen memory supply. 🟩 $APP upgraded to Buy from Hold at Needham. 🟩 $IONQ to acquire SkyWater $SKYT for $1.8B"
X Link 2026-01-26T14:27Z 12.9K followers, [---] engagements
"On deck today - shareholders vote on: 🗳 New Gold/Coeur Mining $NGD & $CDE 🗳 SM Energy/Civitas Resources $SM & $CIVI 🗳 PotlatchDeltic/Rayonier $PCH & $RYN"
X Link 2026-01-27T10:10Z 12.9K followers, [---] engagements
"PREMARKET NEWS & MOVES: $NUE Q4 EPS + revenue miss $MU investing $24B in Singapore (10 yrs) $PINS cutting less than 15% staff for AI push $GM upbeat Q4 + stronger FY outlook"
X Link 2026-01-27T14:25Z 12.9K followers, [---] engagements
"BTC miner stocks are taking a hit as bear-market fears grow and a winter storm forces shutdowns. KBW cut $BITF $BTDR and $HIVE to Market Perform citing risky AI pivots. Hashrate plunged to [---] EH/s from [----] ZH/s (largest drop EVER) but analysts say its likely temporary. https://twitter.com/i/web/status/2016221339514733032 https://twitter.com/i/web/status/2016221339514733032"
X Link 2026-01-27T18:46Z 12.9K followers, [---] engagements
"😬 $UNH is now -48% y/y after breaking below its 120DMA to August lows. Today's flow: 480K calls / 342K puts (8X NORM VOLUME). Biggest line = Jan [--] $600Cs sold to open. Short-term sentiment is bearish (SOIR 97th pct). SVS [--] = realized vol implied. UNITEDHEALTH $UNH EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.10 🔴 REV: $113.22B Est. $113.87B IMPLIED MOVE TODAY: 4.98% https://t.co/s6EQbYRrtl UNITEDHEALTH $UNH EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.10 🔴 REV: $113.22B Est. $113.87B IMPLIED MOVE TODAY: 4.98% https://t.co/s6EQbYRrtl"
X Link 2026-01-27T20:06Z 12.9K followers, [---] engagements
"Mattel $MAT is officially rolling out a KPop Demon Hunters toy line via its Netflix $NFLX partnership featuring dolls figures playsets collectibles & integrations w/ American Girl Polly Pocket UNO and Little People. Preorders now major drops Summer-Fall [--]. 🚀"
X Link 2026-01-27T22:13Z 12.9K followers, [---] engagements
"🐻 : $NUE Cuts to Neutral on rising import risk. Lower-cost steel from SE Asia/Brazil likely hits U.S. HRC supply starting Feb plus Section [---] & USMCA risks. UBS sees [----] HRC $876/st vs $950 today. Stock already down post-earnings miss"
X Link 2026-01-28T20:07Z 12.9K followers, [---] engagements
"Nextpower $NXT rips +11% on beat & raise & KeyBanc upgrade to Overweight. 21/28 analysts rate Buy+ consensus PT $117.25 (now in play). Options hot today at 4x avg (Feb 110c most traded). Momentum strong after 20DDMA bounce; +195% YoY. $NXT is RIPPING higher on a wave of positives: beat & raise record backlog 2.25GW Saudi JV order robust global demand platform expanding beyond trackers KeyBanc upgrade to Overweight ($142 PT) AND a debt-free balance sheet w/ buyback optionality https://t.co/SQCXVcSLHz $NXT is RIPPING higher on a wave of positives: beat & raise record backlog 2.25GW Saudi JV"
X Link 2026-01-28T20:38Z 12.9K followers, [---] engagements
"All implied post-earnings moves for Thurs 1/29: $XRX 23.30% $LC 13.70% $TAL 12.36% $STM 10.40% $CLS 10.17% $SLG 9.05% $LEVI 7.90% $CHRW 7.81% $RCL 7.13% $VLY 7.04% $NOW 6.76% $LRCX 6.68% $IP 6.59% $DOW 6.33% $NOK 6.30% $LUV 6.26% $SNY 6.01% $META 5.73% $IBM 5.44% $CMCSA 5.26% $TSCO 5.12% $BX 5.06% $CAT 5.03% $VLO 5.02% $LVS 5.00% $TSLA 4.95% $LMT 4.57% $MSFT 4.36% $TMO 4.34% $HON 4.01% $MA 3.75% $NLY 3.39% $MO 3.18% https://twitter.com/i/web/status/2016614236777304336 https://twitter.com/i/web/status/2016614236777304336"
X Link 2026-01-28T20:47Z 12.9K followers, [----] engagements
"Today's Voting Day Kimberly Clark $KMB shareholders will decide on the $49B Kenvue $KVUE acquisition today. ISS already recommended FOR citing strategic benefits and synergies"
X Link 2026-01-29T14:01Z 12.9K followers, [----] engagements
"DEAL APPROVED $KMB & $KVUE shareholders approved the mega-merger creating a $32B health & wellness giant combining diapers-to-Tylenol brands. Deal values Kenvue at $48.7B closes 2H26 and positions the company to serve roughly half the worlds population. 🥳 Today's Voting Day Kimberly Clark $KMB shareholders will decide on the $49B Kenvue $KVUE acquisition today. ISS already recommended FOR citing strategic benefits and synergies. https://t.co/EWd3fbZxuj Today's Voting Day Kimberly Clark $KMB shareholders will decide on the $49B Kenvue $KVUE acquisition today. ISS already recommended FOR"
X Link 2026-01-29T16:48Z 12.9K followers, [---] engagements
"Synchrony Financial $SYF setup to watch: After a Jan pullback (-6.3% MTD) shares held new support near $75 and now sit on a historically bullish trendline. Our quant's signal: similar setups saw +5.5% avg 30-day gains (& a 64% hit rate). Options lean bullish; vol looks cheap"
X Link 2026-01-29T19:25Z 12.9K followers, [---] engagements
"FirstSolar $FSLR sinking -11% today and BMO just added on a downgrade to Market Perform (PT $263). Catalyst: growing concern that Tesla $TSLA could build large U.S. solar module capacity creating a sentiment overhang and long-term pricing risk for First Solar"
X Link 2026-01-29T20:07Z 12.9K followers, [---] engagements
"Unless Mag [--] reports materially reset earnings outlook (which we believe will not be the case) the early-year preference for small caps & non-tech cyclicals could remain intact as investors seek wider base of earnings contributors & index performance participants. @ameriprise"
X Link 2026-01-29T20:20Z 12.9K followers, [---] engagements
"D-Wave Quantum $QBTS just put together one of the MOST eventful months in quantum history: tech breakthrough $550M QCI acquisition $20M system sale $10M Fortune [---] QCaaS deal and growing U.S. defense traction. CEO Baratz: [----] is the year of D-Wave. ⚛🚀"
X Link 2026-01-30T16:16Z 12.9K followers, [----] engagements
"Dayforce $DAY ticking higher today and bucking broad market after reports its $70/share sale to Thoma Bravo could close by mid-February pending expected OCC approval around Feb. 6"
X Link 2026-01-30T20:49Z 12.9K followers, [---] engagements
"Last Weeks Biggest Insider Trades 👀 Notable buys: $INTC $ABT $IBM $GME Notable sells: $JNJ $MU $MS $GS $HAL Largest move: JNJ CEO sold $22M stock Smart money signaling or routine liquidity"
X Link 2026-02-01T13:23Z 12.9K followers, [---] engagements
"Tyson Foods $TSN Earnings History (Reports Mon AM) 👇"
X Link 2026-02-01T16:44Z 12.9K followers, [---] engagements
"IPO watch 👀 Its a busy week ahead with debuts expected from VeraDynamics $MANE Once Upon a Farm $OFRM Eikon Therapeutics $EIKN Bobs Discount Furniture $BOBS Liftoff Mobile $LFTO & Forgent Power Solutions $FPS"
X Link 2026-02-02T03:03Z 12.9K followers, [---] engagements
"TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89%"
X Link 2026-02-02T12:33Z 12.9K followers, [----] engagements
"$TSN double beat = major premarket vol TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89% https://t.co/YW22Xgb5bF TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89% https://t.co/YW22Xgb5bF"
X Link 2026-02-02T12:35Z 12.9K followers, [---] engagements
"Tyson Foods $TSN Earnings Notes Pricing: +6.5% avg price; Beef +17% Prepared Foods +7.9% Chicken -0.1% Adj. Op Income: $572M (-13% y/y); margin 4% Guide: FY rev +2-4%; adj. op income $2.1-2.3B TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89% https://t.co/YW22Xgb5bF TYSON FOODS $TSN EARNINGS ARE OUT 🟢 EPS: $0.97 Est. $0.95 🟢 REV: $14.31B Est. $14.02B IMPLIED MOVE TODAY: 5.89% https://t.co/YW22Xgb5bF"
X Link 2026-02-02T12:43Z 12.9K followers, [---] engagements
"Freeport-McMoRan $FCX hovering near $60 after Fridays pullback from ATHs as metals cooled. Stock still +69% y/y with 20-DMA support in play. Like $NEM realized vol has topped options bets (SVS: 82)"
X Link 2026-02-02T16:36Z 12.9K followers, [---] engagements
"Newmont Corporation $NEM rebounding +1.7% today after Fridays 11.5% drop (worst since Oct 24) tied to a stronger dollar after the Warsh Fed nomination. Stock still +170% y/y holding above a rising 40-DMA. Volatility has tended to outpace options pricing (SVS: 83)"
X Link 2026-02-02T16:36Z 12.9K followers, [---] engagements
"The Nike $NKE x Costco $COST collab is turning heads: the $135 Kirkland Signature Nike SB Dunk shock drop is already flipping for $400-$1000 on resale sites. Limited supply and Kirklands cult brand power driving what looks like one of Nikes buzziest recent collabs"
X Link 2026-02-02T17:08Z 12.9K followers, [---] engagements
"$HAS just landed a nostalgia play: Hasbro secured licensing rights tied to the upcoming live-action Street Fighter movie covering toys action figures and collectibles. The film hits theaters in October giving Hasbro a fresh merch catalyst. 🎮"
X Link 2026-02-02T17:10Z 12.9K followers, [---] engagements
"$XPO seeing heavy options action today ahead of earnings later this week. XPO hit a 13-month high near $159 today & +44% over last nine months. Put volume is running 8X normal today with the Feb [---] and June [---] puts most active as traders position ahead of the report"
X Link 2026-02-02T17:46Z 12.9K followers, [---] engagements
"$XPEV under pressure today after posting weak delivery data. Xpeng fell -8% after reporting a 34% y/y drop in January deliveries hitting its lowest level since April. Stock is threatening a break below the 360DMA for the first time in over a year. ⚠ Every clean mile fuels a clearer sky. Together our January [----] deliveries have achieved [------] metric tons of lifetime carbon reduction. Driven by technology moving toward a bluer future with you. $XPEV https://t.co/PVWFwa4HuH Every clean mile fuels a clearer sky. Together our January [----] deliveries have achieved [------] metric tons of lifetime"
X Link 2026-02-02T17:48Z 12.9K followers, [---] engagements
"$MRK climbing after a solid Q4. EPS $2.04 rev $16.4B beat Modest [----] outlook but stock higher 4th straight gain Highest levels since Sept [----] +47% over [--] months Options: volume 2x typical today Feb 110C most active. MERCK $MRK EARNINGS ARE OUT 🟢 EPS: $2.04 Est. $2.01 🟢 REV: $16.4B Est. $16.21B IMPLIED MOVE TODAY: 4.15% https://t.co/qAPgVUVq1E MERCK $MRK EARNINGS ARE OUT 🟢 EPS: $2.04 Est. $2.01 🟢 REV: $16.4B Est. $16.21B IMPLIED MOVE TODAY: 4.15% https://t.co/qAPgVUVq1E"
X Link 2026-02-03T16:24Z 12.9K followers, [---] engagements
"CISCO AI SUMMIT [----] SPEAKERS MIDDAY: 2:00 PM ET: Dylan Field $FIG 2:20 PM ET: Aaron Levie $BOX 2:40 PM ET: Kevin Scott $MSFT 4:15 PM ET: Matt Garman $AMZN WATCH 'EM LIVE ALL DAY HERE 👇 https://www.ciscoaisummit.com/ai-virtual-summit.html/#agenda-anchor https://www.ciscoaisummit.com/ai-virtual-summit.html/#agenda-anchor"
X Link 2026-02-03T18:14Z 12.9K followers, [---] engagements
"$GOOG $GOOGL earnings due on Wed 2/4. Street sees $2.64 EPS on $111.5B rev (+15% Y/Y). Focus: AI spend & CapEx (last guide $91-93B). Revisions skew positive Cloud & Gemini momentum is in the spotlight. Bulls eye beats; skeptics flag rich valuation after big run. History 👇"
X Link 2026-02-03T18:47Z 12.9K followers, [----] engagements
"AMGEN $AMGN EARNINGS ARE OUT 🟢 EPS: $5.29 Est. $4.76 🟢 REV: $9.866B Est. $9.46B IMPLIED MOVE TOMORROW: 4.85%"
X Link 2026-02-03T21:03Z 12.9K followers, [---] engagements
"TAKE-TWO $TTWO EARNINGS ARE OUT 🔴 EPS: -$0.50 Est. [-----] 🟢 REV: $1.757B Est. $1.58B IMPLIED MOVE TOMORROW: 5.66%"
X Link 2026-02-03T21:06Z 12.9K followers, [----] engagements
"$TTWO raising the bar Q3 net bookings $1.76B (vs $1.58B est) FY bookings guide lifted to $6.65-$6.7B FY net loss outlook trimmed GTA [--] still set for 11/19/26 🤞 Bookings momentum says core demand is very real. TAKE-TWO $TTWO EARNINGS ARE OUT 🔴 EPS: -$0.50 Est. [-----] 🟢 REV: $1.757B Est. $1.58B IMPLIED MOVE TOMORROW: 5.66% https://t.co/Bi2c3rujkl TAKE-TWO $TTWO EARNINGS ARE OUT 🔴 EPS: -$0.50 Est. [-----] 🟢 REV: $1.757B Est. $1.58B IMPLIED MOVE TOMORROW: 5.66% https://t.co/Bi2c3rujkl"
X Link 2026-02-03T21:21Z 12.9K followers, [----] engagements
"CLOROX $CLX EARNINGS ARE OUT 🔴 EPS: $1.39 Est. $1.43 🟢 REV: $1.67B Est. $164B IMPLIED MOVE TOMORROW: 8.17%"
X Link 2026-02-03T21:26Z 12.9K followers, [---] engagements
"Netflix $NFLX CEO Ted Sarandos defends $83B $WBD deal on Capitol Hill arguing it must scale to compete w/deep-pocketed tech rivals like $GOOGL $AMZN & $AAPL. This is about surviving the streaming wars Promises: no layoffs more U.S. production & 45-day theatrical window"
X Link 2026-02-03T21:57Z 12.9K followers, [---] engagements
"$SMCI blew past expectations w/ double beat 🚀 Guide also strong: ➡ Q3 sales $12.3B ➡ EPS $0.60 After a [----] full of margin worries AI server demand is flexing again. Stock shooting +7% AH as Super Micro starts [----] on a redemption arc. SUPER MICRO COMPUTER $SMCI EARNINGS ARE OUT 🟢 EPS: $0.60 Est. $0.49 🟢 REV: $12.682B Est. $10.34B IMPLIED MOVE TOMORROW: 10.12% https://t.co/5Kjhu8bVud SUPER MICRO COMPUTER $SMCI EARNINGS ARE OUT 🟢 EPS: $0.60 Est. $0.49 🟢 REV: $12.682B Est. $10.34B IMPLIED MOVE TOMORROW: 10.12% https://t.co/5Kjhu8bVud"
X Link 2026-02-03T22:07Z 12.9K followers, [----] engagements
"$HIMS just expanded into early cancer detection adding Grails $GRAL Galleri test to its Labs platform $250 discount but subscriber-only. ➡ Big Super Bowl ad push ➡ Pivot away from weight-loss ➡ FDA filing could unlock insurance coverage"
X Link 2026-02-04T14:15Z 12.9K followers, [---] engagements
"Advanced Micro Devices $AMD -9.8% in electronic trading brushing off upbeat Q4 earnings & revenue as well as strong current-quarter forecast. Plenty of analysts adjusted price targets in both directions this morning. Longer term AMD sports a 145.5% year-over-year lead. $AMD EARNINGS ARE OUT 🟢 EPS: $1.53 Est. $1.32 🟢 REV: $10.27B Est. $9.67B IMPLIED MOVE TOMORROW: 7.04% https://t.co/dEeg46mmbh $AMD EARNINGS ARE OUT 🟢 EPS: $1.53 Est. $1.32 🟢 REV: $10.27B Est. $9.67B IMPLIED MOVE TOMORROW: 7.04% https://t.co/dEeg46mmbh"
X Link 2026-02-04T14:25Z 12.9K followers, [---] engagements
"Biogen $BIIB on the weak-February list 📉 Avg Feb return: -4.2% (positive just 2/10 yrs) Earnings Fri: options pricing 7% move vs 2.6% norm MS franchise facing more competition A seasonal & event-risk setup near $160 support. THE [--] WORST $SPX STOCKS TO OWN IN FEBRUARY 💔 $DOC $EVRG $IP $WST $BIIB $BX $PFE $SNA $EQIX $VRTX $C $KIM $MS $MDLZ $DLTR $VICI $AKAM $APD $TTWO $IFF $CNC $BDX $UNH $TMO $DLR https://t.co/8DWXFDYaaa THE [--] WORST $SPX STOCKS TO OWN IN FEBRUARY 💔 $DOC $EVRG $IP $WST $BIIB $BX $PFE $SNA $EQIX $VRTX $C $KIM $MS $MDLZ $DLTR $VICI $AKAM $APD $TTWO $IFF $CNC $BDX $UNH $TMO"
X Link 2026-02-04T14:27Z 12.9K followers, [---] engagements
"AT&T $T & Amazon $AMZN have teamed up AT&T will use Amazons LEO satellite network for coverage gaps and provide fiber to AWS data centers. Hybrid space & fiber play to boost reach and efficiency. $GSAT $ASTS sliding as Kuiper/Amazon LEO heats up the satellite race AT&T $T said it signed new agreements with AWS and Amazons Project Kuiper unit to modernize its network. AT&T $T said it signed new agreements with AWS and Amazons Project Kuiper unit to modernize its network"
X Link 2026-02-04T16:44Z 12.9K followers, [---] engagements
"$ARM EARNINGS ARE OUT 🟢 EPS: $0.43 Est. $0.41 🟢 REV: $1.242B Est. $1.23B IMPLIED MOVE TOMORROW: 8.03%"
X Link 2026-02-04T21:08Z 12.9K followers, [----] engagements
"$GOOGL beats on both lines 📈 EPS $2.82 vs $2.63 est Rev $113.8B vs $111.3B est Gemini & TPU momentum showing up but [----] capex guide ($175-185B) came in well above expectations. AI arms race means bigger checks. Bulls get growth bears get spend. ALPHABET $GOOG $GOOGL EARNINGS ARE OUT 🟢 EPS: $2.82 Est. $2.64 🟢 REV: $113.828B Est. $111.48B IMPLIED MOVE TOMORROW: 5.34% https://t.co/s39pmdrtI7 ALPHABET $GOOG $GOOGL EARNINGS ARE OUT 🟢 EPS: $2.82 Est. $2.64 🟢 REV: $113.828B Est. $111.48B IMPLIED MOVE TOMORROW: 5.34% https://t.co/s39pmdrtI7"
X Link 2026-02-04T21:13Z 12.9K followers, [---] engagements
""We are really well positioned going into 2026." 💪💪 -- Sundar Pichai $GOOGL CEO Q4 [----] Earnings Call"
X Link 2026-02-04T21:45Z 12.9K followers, [----] engagements
"Costcos $COST January Sales Report is out Net sales $21.33B (+9.3% y/y) Comps +7.1% (ex-gas/FX +6.4%) FYTD sales $123.16B (+8.5%) Digital comps +34% Steady traffic strong online momentum. ✅ 👀 : Costco $COST is expected to release its monthly sales report for January [----] today. https://t.co/f3HZwlwvZw 👀 : Costco $COST is expected to release its monthly sales report for January [----] today. https://t.co/f3HZwlwvZw"
X Link 2026-02-05T01:51Z 12.9K followers, [---] engagements
"NEW IPO ALERT $BOBS is going live today on @NYSE Since [----] @MyBobs aims to turn the place you live into the home you love. Today we welcome @MyBobs to the NYSE Community $BOBS https://t.co/vz259qyniI Since [----] @MyBobs aims to turn the place you live into the home you love. Today we welcome @MyBobs to the NYSE Community $BOBS https://t.co/vz259qyniI"
X Link 2026-02-05T13:26Z 12.9K followers, [----] engagements
"Align Technology $ALGN +9.8% after stellar fourth-quarter results. A handful of analysts lifted their price targets after the event as well. Year over year the equity is -24.9%. Invisalign maker $ALGN finally showing some life jumping 14% on earnings https://t.co/glLeyszKNI Invisalign maker $ALGN finally showing some life jumping 14% on earnings https://t.co/glLeyszKNI"
X Link 2026-02-05T14:28Z 12.9K followers, [---] engagements
"$ARM in the green even after missing licensing revs thanks to an earnings beat and a technical bounce off $100. Stock still -38% over [--] months but buyers stepping in. Options volume 3X average today with weekly 110C active. $ARM EARNINGS ARE OUT 🟢 EPS: $0.43 Est. $0.41 🟢 REV: $1.242B Est. $1.23B IMPLIED MOVE TOMORROW: 8.03% https://t.co/H9udcKNDp9 $ARM EARNINGS ARE OUT 🟢 EPS: $0.43 Est. $0.41 🟢 REV: $1.242B Est. $1.23B IMPLIED MOVE TOMORROW: 8.03% https://t.co/H9udcKNDp9"
X Link 2026-02-05T15:47Z 12.9K followers, [---] engagements
"BREAKING: $TPR just hit record high after earnings beat & raise Coach rev surged +25% on strong Tabby demand. Stock now +84% y/y. Options volume 7X normal this AM. Short interest at 6.5% of float. Luxury momentum remains intact. 💪👜 $TPR Q2'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.50B (Est. $2.29B) 🟢; +14% YoY 🔹 Adj. EPS: $2.69 (Est. $2.19) 🟢; +34% YoY 🔹 Gross margin: 75.50%; +110 bps YoY FY26 Guide: 🔹 Revenue: $7.75B (Est. $7.40B) 🟢 🔹 Adj. EPS: $5.45$5.60 (Est. $5.68) 🔴 🔹 Shareholder returns: $TPR Q2'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.50B (Est. $2.29B) 🟢; +14% YoY 🔹 Adj. EPS:"
X Link 2026-02-05T16:20Z 12.9K followers, [---] engagements
"Blue Owl Capital $OWL getting a TON of attention in the option pits today.Over 72K puts have changed hands already (9X AVG INTRADAY). The most popular contract is April [--] puts w/new positions opening there as well. Stock -5.4% today. BLUE $OWL EXECS: TOTAL SOFTWARE LOAN EXPOSURE IS 8% OF AUM https://t.co/p7TZfgPHnj BLUE $OWL EXECS: TOTAL SOFTWARE LOAN EXPOSURE IS 8% OF AUM https://t.co/p7TZfgPHnj"
X Link 2026-02-05T17:22Z 12.9K followers, [---] engagements
"Momentum unwind hitting the high-flyers now $PLTR now more than 35% off its Nov highs and broke below its 200DMA a key support thats held since [----]. Selling pressure also across retail favorites & high-beta names: $ASTS $RKLB $QBTS $RGTI RISK-OFF ROTATION $PLTR vs. 200DMA 😬 https://t.co/N9zdN9yxfC $PLTR vs. 200DMA 😬 https://t.co/N9zdN9yxfC"
X Link 2026-02-05T18:54Z 12.9K followers, [----] engagements
"BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9%"
X Link 2026-02-05T21:23Z 12.9K followers, [----] engagements
"TODAY'S UNUSUAL OPTIONS ACTIVITY 2/5/26 👇 $IBIT $AMZN $HYG $MSTR $GOOGL $ET $ORCL $XLP $COIN $GOOG $KWEB $SNAP $PYPL $MARA $HTZ $IGV $NOW $QCOM $HIMS $ARM $BULL $APP"
X Link 2026-02-05T22:07Z 12.9K followers, [---] engagements
"CANOPY GROWTH $CGC EARNINGS HISTORY 👇"
X Link 2026-02-06T02:37Z 12.9K followers, [----] engagements
"@aynirealtor @FinXWeekly @NDR_Research @edclissold @SethCL @WayneWhaley1136 @AlmanacTrader @Bluekurtic @PeterMallouk @MikeZaccardi @FactSet @themarketear @zerohedge @ZeeContrarian1 @LiebermanAustin @steenbab @BullandBaird @cliffcornell_ @EdBorgato @bespokeinvest @SahilBloom @JulianKlymochko @_SeanDavid @htltimor @livetradepro @OMillionaires @DerrickEvans4WV @DayHagan_Invest @RyanDetrick @neilksethi @GavinSBaker @howardlindzon @adamkhootrader @TPMRSignals @AvoryCo @Optuma @sonusvarghese @AndrewThrasher @NickTimiraos @SamRo @alexandraandnyc Stunning work as always Happy Friday"
X Link 2026-02-06T14:18Z 12.9K followers, [---] engagements
"Strategy $MSTR the world's largest holder of Bitcoin $BTC rebounding alongside the cryptocurrency last seen +8.5% before the bell. Looking to bounce off last session's 52-week lows the equity is -29.6% in [----]. STRATEGY $MSTR EARNINGS ARE OUT 🔴 EPS: -$42.93 Est. -$20.99 🟢 REV: $122.99M Est. $118.47M IMPLIED MOVE TOMORROW: 7.09% https://t.co/PLRRNd6axJ STRATEGY $MSTR EARNINGS ARE OUT 🔴 EPS: -$42.93 Est. -$20.99 🟢 REV: $122.99M Est. $118.47M IMPLIED MOVE TOMORROW: 7.09% https://t.co/PLRRNd6axJ"
X Link 2026-02-06T14:21Z 12.9K followers, [---] engagements
"PreMarket News & Moves: 🟢 $FTNT: Quarterly earnings beat + positive outlook 🔴 $COTY: Pulled FY outlook due to leadership transition issues 🟢 $RBLX: Smaller-than-expected Q4 loss 🟢 $BE: Q4 beat + strong FY guide tied to AI demand"
X Link 2026-02-06T14:23Z 12.9K followers, [---] engagements
"$AMZN $MSFT $GOOGL $META all reported skyrocketing capex this month. $APPL though Holding the line"
X Link 2026-02-06T14:27Z 12.9K followers, [---] engagements
"BREAKING: $BE still jumping after a Q4 beat. Analysts highlight $6B product backlog (+2.5x y/y) and $20B total backlog with [----] revenue guide $3.1B well above consensus. Barclays MS JPM and Evercore cite growth inflection and raised PTs. BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S"
X Link 2026-02-06T15:25Z 12.9K followers, [---] engagements
"BARCLAYS ON $BE: What to know: 1) [----] guide well above the Street for all metrics 2) Product backlog comes in at $6.0bn with services backlog of $14.0 bn reflecting 100% attach rate on new bookings. BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S"
X Link 2026-02-06T15:26Z 12.9K followers, [---] engagements
"MORGAN STANLEY ON $BE POST-EARNINGS: An inflection in growth is now beginning to show up in financials. Significant 4Q25 earnings beat product backlog up 2.5x & [----] revenue guidance meeting our Street-high forecast: 50% YoY as demand begins to ramp. BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S BLOOM ENERGY $BE EARNINGS ARE OUT 🟢 EPS: $0.45 Est. $0.30 🟢 REV: $777.683M Est. $645.32M IMPLIED MOVE TOMORROW: 14.9% https://t.co/89Jz1r4a3S"
X Link 2026-02-06T16:27Z 12.9K followers, [---] engagements
"JUST IN: $CBOE plans to launch SEC-regulated binary event contracts as it pushes into prediction markets targeting S&P [---] event wagers by June. Strategy contrasts with CFTC-regulated rivals. Exchange operator Cboe Global Markets plans to roll out options contracts that will enable binary bets on event outcomes in a bid to enter the fast-growing prediction markets https://t.co/zGfOf2qMhn Exchange operator Cboe Global Markets plans to roll out options contracts that will enable binary bets on event outcomes in a bid to enter the fast-growing prediction markets https://t.co/zGfOf2qMhn"
X Link 2026-02-06T16:54Z 12.9K followers, [---] engagements
"REMINDER: Januarys jobs report was delayed by the shutdown and will be released Wed Feb. [--] at 8:30AM ET. WSJ consensus: +60k payrolls unemployment rate 4.4% (steady)"
X Link 2026-02-06T18:15Z 12.9K followers, [---] engagements
"Kalshi saw 1.9M downloads in Jan. 4X each of FanDuel/DraftKings 🤯 Mass adoption outside traditional books is real"
X Link 2026-02-08T16:16Z 12.9K followers, [--] engagements
"DraftKings $DKNG near multi-year lows FanDuel $FLUT on its longest skid in decades Market pricing is a disruption ahead of the event"
X Link 2026-02-08T16:17Z 12.9K followers, [---] engagements
"CLEVELAND-CLIFFS $CLF EARNINGS HISTORY 👇"
X Link 2026-02-08T23:36Z 12.9K followers, [---] engagements
"DraftKings $DKNG and Flutter $FLUT are on watch today as analysts gauge how Super Bowl results may impact Q1 sportsbook hold rates. The House has underperformed vs. bettors in the past two Super Bowls which can pressure margins and revenue expectations"
X Link 2026-02-09T12:54Z 12.9K followers, [---] engagements
"Kevin Hassett said this morning that the upcoming jobs prints could run lighter as productivity surges and labor supply slows. Consensus sees 67K Jan payrolls UR at 4.4%. Hassett says slower job growth wouldnt signal weakness if GDP and productivity stay strong. January jobs report preview: Est of +69K payrolls 4.4% unemployment rate Labor market still signaling a tepid backdrop Economists note revisions are normal and reflect updated data not manipulation. Markets will watch for any surprise vs. the softer consensus. [----] 👇 https://t.co/8rCQXcRGBg January jobs report preview: Est of +69K"
X Link 2026-02-09T15:31Z 12.9K followers, [---] engagements
"Workday $WDAY -9% today & just named co-founder Aneel Bhusri CEO again replacing Carl Eschenbach effective immediately. The move follows -41% stock slide over the past year. Bhusri says AI will be central to the next phase as the company looks to reset strategy & product focus. Bloodbath in software land. Workday $WDAY CEO asked by board to go "spend more time with family." https://t.co/17zFuUapOv Bloodbath in software land. Workday $WDAY CEO asked by board to go "spend more time with family." https://t.co/17zFuUapOv"
X Link 2026-02-09T15:37Z 12.9K followers, [---] engagements
"Fiserv $FISV getting a lot of attention in the options pits today 78K puts have already changed hands 14X the average intraday amount. Most popular contract = Feb 55Ps w/new positions BTO at March 50Ps. Stock -73.6% over past 12M while pressure remains firm at its 60DMA"
X Link 2026-02-09T18:08Z 12.9K followers, [----] engagements
"Netflix $NFLX has been drawing HEAVY options interest post-earnings. In the past [--] days: approx. 3.9M calls vs 2.8M puts have traded landing it on our high-volume list. The most active contract May [--] calls. Traders are still leaning bullish on the streamer. STOCKS W/HIGHEST OPTIONS VOLUME (LAST [--] DAYS) 👇 $NVDA $TSLA $AAPL $AMZN $MSFT $PLTR $AMD $MSTR $NFLX $INTC https://t.co/wWFnplodFI STOCKS W/HIGHEST OPTIONS VOLUME (LAST [--] DAYS) 👇 $NVDA $TSLA $AAPL $AMZN $MSFT $PLTR $AMD $MSTR $NFLX $INTC https://t.co/wWFnplodFI"
X Link 2026-02-09T20:06Z 12.9K followers, [----] engagements
"Netflix $NFLX in pullback mode; 20DMA guiding shares lower since Dec & now consolidating around $80 (potential support zone). Options activity is high: 3.9M calls & 2.8M puts in past [--] days focused on May 68Cs. 50-day call/put ratio at annual highs relatively cheap premiums. Netflix $NFLX has been drawing HEAVY options interest post-earnings. In the past [--] days: approx. 3.9M calls vs 2.8M puts have traded landing it on our high-volume list. The most active contract May [--] calls. Traders are still leaning bullish on the streamer. Netflix $NFLX has been drawing HEAVY options interest"
X Link 2026-02-09T20:08Z 12.9K followers, [---] engagements
"Li Auto $LI was just downgraded by JPM to Underperform; PT cut to $14. Citing lack of new models heavy rebates and rising input costs. Sees risk of -10% sales drop & profit pressure in [----]. Broader EV margin squeeze also flagged across Chinese OEMs"
X Link 2026-02-09T20:18Z 12.9K followers, [---] engagements
"UPWORK $UPWK EARNINGS ARE OUT 🔴 EPS: $0.12 Est. $0.19 🟢 REV: $198.4M Est. $197.52M IMPLIED MOVE TOMORROW: 15.14%"
X Link 2026-02-09T21:05Z 12.9K followers, [---] engagements
"$UPWK diving -24% post-earnings 😳😳😳 UPWORK $UPWK EARNINGS ARE OUT 🟢 EPS: $0.36 Est. $0.31 🟢 REV: $198.4M Est. $197.52M IMPLIED MOVE TOMORROW: 15.14% https://t.co/LM4dFCdnpy UPWORK $UPWK EARNINGS ARE OUT 🟢 EPS: $0.36 Est. $0.31 🟢 REV: $198.4M Est. $197.52M IMPLIED MOVE TOMORROW: 15.14% https://t.co/LM4dFCdnpy"
X Link 2026-02-09T21:13Z 12.9K followers, [---] engagements
"OSCAR HEALTH $OSCR EARNINGS ARE OUT 🔴 EPS: -$1.24 Est. -$0.92 🔴 REV: $2.805B Est. $3.12B IMPLIED MOVE TODAY: 11.67%"
X Link 2026-02-10T12:16Z 12.9K followers, [----] engagements
"FISERV $FISV EARNINGS ARE OUT 🟢 EPS: $1.99 Est. $1.90 🟢 REV: $5.28B Est. $4.9B IMPLIED MOVE TODAY: 11.14%"
X Link 2026-02-10T12:24Z 12.9K followers, [----] engagements
"ASTRAZENECA $AZN EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.11 🟢 REV: $15.5B Est. $15.44B IMPLIED MOVE TODAY: 5.6%"
X Link 2026-02-10T12:26Z 12.9K followers, [---] engagements
"$TSM ripping premarket 🚀 Momentum in AI silicon isnt slowing. January revenue +37% y/y to NT$401B ($12.7B). blowing past its own 30% growth outlook. AI chip demand from $NVDA & $AAPL is on fire and TSMC is stepping on the gas with $52-56B in [----] capex. $TSM TSMC Revenue Jumps 37% in January as AI Spending Marches On https://t.co/ApBd15GTAB $TSM TSMC Revenue Jumps 37% in January as AI Spending Marches On https://t.co/ApBd15GTAB"
X Link 2026-02-10T12:30Z 12.9K followers, [---] engagements
"Hasbo $HAS gets a magic boost ✨ Magic: The Gathering Q4 revenue more than DOUBLED y/y to $502M on hit tie-ins (Avatar Final Fantasy). [----] Magic rev hit $1.72B for 37% of total sales helping drive +14% FY growth"
X Link 2026-02-10T12:44Z 12.9K followers, [---] engagements
"$AZN pops after a Q4 beat powered by oncology 💊 Revenue $15.5B vs $15.46B est Core EPS $2.12 vs $2.11 est Oncology +22% YoY (Tagrisso Imfinzi lead) Dividend raised to $3.30/share Advancing oral GLP-1 into Phase [--] ASTRAZENECA $AZN EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.11 🟢 REV: $15.5B Est. $15.44B IMPLIED MOVE TODAY: 5.6% https://t.co/Hp6fnfF5uL ASTRAZENECA $AZN EARNINGS ARE OUT 🟢 EPS: $2.11 Est. $2.11 🟢 REV: $15.5B Est. $15.44B IMPLIED MOVE TODAY: 5.6% https://t.co/Hp6fnfF5uL"
X Link 2026-02-10T12:48Z 12.9K followers, [---] engagements
"$FISV slips after earnings as guidance underwhelms: Q4 adj. EPS $1.99 beat ($1.90 est) Rev $4.90B in-line organic growth flat [----] EPS guide $8.00-$8.30 (in-line) [----] organic growth seen 1-3% vs 4% in [----] Margins compressing FISERV $FISV EARNINGS ARE OUT 🟢 EPS: $1.99 Est. $1.90 🟢 REV: $5.28B Est. $4.9B IMPLIED MOVE TODAY: 11.14% https://t.co/tyyns1m2J7 FISERV $FISV EARNINGS ARE OUT 🟢 EPS: $1.99 Est. $1.90 🟢 REV: $5.28B Est. $4.9B IMPLIED MOVE TODAY: 11.14% https://t.co/tyyns1m2J7"
X Link 2026-02-10T12:48Z 12.9K followers, [---] engagements
"THE JANUARY JOBS REPORT IS DUE WED @ 830AM ET JAN [----] NONFARM PAYROLLS EST: 70K (VS. 50K IN DEC) UNEMPLOYMENT EXPECTED TO STAY AT 4.4% (VS. 4.4% IN DEC) How payrolls looked thru December [----] 👇"
X Link 2026-02-10T18:18Z 12.9K followers, [---] engagements
"$ALAB EARNINGS HISTORY 👇"
X Link 2026-02-10T20:44Z 12.9K followers, [----] engagements
"ROBINHOOD $HOOD EARNINGS CALL IS AT 4:45PM LISTEN LIVE: https://www.youtube.com/live/gbiQvnF6vU8 https://www.youtube.com/live/gbiQvnF6vU8"
X Link 2026-02-10T20:54Z 12.9K followers, [---] engagements
"$LYFT 4Q25 EARNINGS CALL AT 5PM ET TODAY TUNE IN HERE: https://lyft-q4-2025-earnings-call.open-exchange.net/registration https://lyft-q4-2025-earnings-call.open-exchange.net/registration"
X Link 2026-02-10T20:55Z 12.9K followers, [---] engagements
"UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29%"
X Link 2026-02-10T21:04Z 12.9K followers, [----] engagements
"$UPST shooting +7% on major revenue beat UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29% https://t.co/idv4CItXaE UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29% https://t.co/idv4CItXaE"
X Link 2026-02-10T21:05Z 12.9K followers, [---] engagements
"$UPST uno-reverso. now -4% AH UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29% https://t.co/idv4CItXaE UPSTART $UPST EARNINGS ARE OUT 🟡 EPS: $0.17 Est. // 🟢 REV: $296M Est. $288.56M IMPLIED MOVE TOMORROW: 15.29% https://t.co/idv4CItXaE"
X Link 2026-02-10T21:05Z 12.9K followers, [---] engagements
"ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22%"
X Link 2026-02-10T21:07Z 12.9K followers, [----] engagements
"$HOOD COLLAPSING -7% ON A REVENUE MISS 😳 ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj"
X Link 2026-02-10T21:07Z 12.9K followers, [---] engagements
"$LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55%"
X Link 2026-02-10T21:09Z 12.9K followers, [----] engagements
"$LYFT WITH POST-EARNINGS PAIN. -14% & DROPPING 😳 $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn"
X Link 2026-02-10T21:10Z 12.9K followers, [---] engagements
"18.5B ON $LYFT IN [----] 🤯🤯 $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn"
X Link 2026-02-10T21:12Z 12.9K followers, [---] engagements
"ROBINHOOD $HOOD [----] REVENUE GROWTH 🤯 ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj"
X Link 2026-02-10T21:15Z 12.9K followers, [---] engagements
"CLOUDFLARE $NET EARNINGS ARE OUT 🟢 EPS: $0.28 Est. $0.27 🟢 REV: $614.507M Est. $591.36M IMPLIED MOVE TOMORROW: 11.97%"
X Link 2026-02-10T21:20Z 12.9K followers, [----] engagements
"$NET FLYING +8% AH ON DOUBLE BEAT CLOUDFLARE $NET EARNINGS ARE OUT 🟢 EPS: $0.28 Est. $0.27 🟢 REV: $614.507M Est. $591.36M IMPLIED MOVE TOMORROW: 11.97% https://t.co/lVYeFsGPeM CLOUDFLARE $NET EARNINGS ARE OUT 🟢 EPS: $0.28 Est. $0.27 🟢 REV: $614.507M Est. $591.36M IMPLIED MOVE TOMORROW: 11.97% https://t.co/lVYeFsGPeM"
X Link 2026-02-10T21:20Z 12.9K followers, [---] engagements
"FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76%"
X Link 2026-02-11T01:19Z 12.9K followers, [----] engagements
"Ford $F posted its BEST YEAR EVER OF HYBRID CAR SALES last year 👇 FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM"
X Link 2026-02-11T01:20Z 12.9K followers, [---] engagements
"$F Q4 highlights: revenue beat ($45.9B vs $43.6B) but EPS missed ($0.13 vs $0.19). FY26 EBIT guide $8-$10B (in line). Model E still a drag with $4-$4.5B losses projected ahead. Jan US sales -5.3% EVs -69%. Stock slightly higher AH as rev strength offsets soft profits. FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM"
X Link 2026-02-11T01:21Z 12.9K followers, [---] engagements
"THE FALL & RISE OF MODERNA $MRNA 👀"
X Link 2026-02-11T01:23Z 12.9K followers, [----] engagements
"Moderna $MRNA hit w/setback: FDA refused to even review its mRNA flu vaccine filing citing trial design & lack of well-controlled study vs. best-avail care. No safety/efficacy issues flagged but $MRNA -8% AH. Company seeking urgent FDA meeting; [----] guide unchanged. THE FALL & RISE OF MODERNA $MRNA 👀 https://t.co/LAocTrb4HE THE FALL & RISE OF MODERNA $MRNA 👀 https://t.co/LAocTrb4HE"
X Link 2026-02-11T01:24Z 12.9K followers, [---] engagements
"For the first time EVER BYD outsold Ford $F in annual vehicle sales (4.6M vs. 4.4M) pushing the Chinese EV giant to #6 worldwid Fords losing share in China/Europe while BYDs affordable tech-heavy EVs go global. Toyota still #1 at 11.3M. FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM FORD $F EARNINGS ARE OUT 🔴 EPS: $0.13 Est. $0.19 🟢 REV: $45.9B Est. $41.78B IMPLIED MOVE TOMORROW: 5.76% https://t.co/SRC3jjdXLM"
X Link 2026-02-11T01:25Z 12.9K followers, [---] engagements
"OMG MATTEL $MAT STOCK IS ON FIRE -30% OVERNIGHT"
X Link 2026-02-11T01:26Z 12.9K followers, [----] engagements
"WHY IS MATTEL $MAT PLUNGING AH MAJOR HOLIDAY MISS Q4 EPS $0.39 vs $0.54 est sales $1.77B vs $1.84B est with weak December US demand. [----] EPS guide $1.18-$1.30 vs $1.41 in [----]. OMG MATTEL $MAT STOCK IS ON FIRE -30% OVERNIGHT https://t.co/cYND1ATL4X OMG MATTEL $MAT STOCK IS ON FIRE -30% OVERNIGHT https://t.co/cYND1ATL4X"
X Link 2026-02-11T01:27Z 12.9K followers, [----] engagements
"Kalshi & Polymarket logged $1.2B in Super Bowl trading Sunday w/Kalshi alone doing $871M. a record day & +60% from its prior peak Meanwhile Nevada Super Bowl bets -12% y/y to 10Y low Sportsbooks arent just competing w/each other anymore. theyre competing w/ markets. $DKNG & $FLUT did not thrive on Super Bowl Sunday 🫠 https://t.co/3iN9oXhOFg $DKNG & $FLUT did not thrive on Super Bowl Sunday 🫠 https://t.co/3iN9oXhOFg"
X Link 2026-02-11T01:42Z 12.9K followers, [---] engagements
"$HOOD CEO: [----] is off to a strong start and we are incredibly excited about our plan and momentum for the year ahead as we focus on shipping great products for customers and driving profitable growth for shareholders. ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj ROBINHOOD $HOOD EARNINGS ARE OUT 🟢 EPS: $0.66 Est. $0.64 🔴 REV: $1.283 Est. $1.34B IMPLIED MOVE TOMORROW: 12.22% https://t.co/hU313Ewlgj"
X Link 2026-02-11T01:43Z 12.9K followers, [---] engagements
"UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66%"
X Link 2026-02-11T12:32Z 12.9K followers, [----] engagements
"$U Q4 beat: Adj EPS $0.24 (+$0.03 beat) Rev $503M (+10% y/y beat) Create $165M Grow $338M Q1 guide: $480-$490M rev $105-$110M adj EBITDA. Grow seen flat q/q Create double-digit y/y. Signs of stabilization after a rough stretch for Unity. UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw"
X Link 2026-02-11T12:35Z 12.9K followers, [---] engagements
"T-MOBILE $TMUS EARNINGS ARE OUT 🔴 EPS: $1.88 Est. $2.06 🟢 REV: $24.33B Est. $24.27B IMPLIED MOVE TODAY: 5.94%"
X Link 2026-02-11T12:38Z 12.9K followers, [---] engagements
"Ouchhh $U posted a double earnings beat and is still getting smacked -25% premarket UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw"
X Link 2026-02-11T12:42Z 12.9K followers, [---] engagements
"VERTIV $VRT EARNINGS ARE OUT 🟢 EPS: $1.36 Est. $1.30 🔴 REV: $2.88B Est. $2.89B IMPLIED MOVE TODAY: 8.21%"
X Link 2026-02-11T12:45Z 12.9K followers, [---] engagements
"HUMANA $HUM EARNINGS ARE OUT 🟢 EPS: [-----] Est. [-----] 🟢 REV: $32.515B Est. $32.01B IMPLIED MOVE TOMORROW: 10.1%"
X Link 2026-02-11T12:53Z 12.9K followers, [---] engagements
"$HUM sliding after a weak [----] outlook: sees adj EPS $9 vs $12 est as Medicare Star Ratings pressure bonus payments. Q4 rev $32.6B (+12% y/y) beat but MLR 93.1% and higher costs weighing. Follows cautious guides from $UNH and $CVS too. HUMANA $HUM EARNINGS ARE OUT 🟢 EPS: [-----] Est. [-----] 🟢 REV: $32.515B Est. $32.01B IMPLIED MOVE TOMORROW: 10.1% https://t.co/y3IRHxqy4h HUMANA $HUM EARNINGS ARE OUT 🟢 EPS: [-----] Est. [-----] 🟢 REV: $32.515B Est. $32.01B IMPLIED MOVE TOMORROW: 10.1% https://t.co/y3IRHxqy4h"
X Link 2026-02-11T12:56Z 12.9K followers, [---] engagements
"Warner Bros $WBD in focus as activist Ancora (sub-1% stake) plans to oppose $NFLX deal & pushes for engagement w/Paramount. $PSKY sweetened its bid & would cover a $2.8B breakup fee. WBD board still backs Netflix as superior value. Shareholder vote next month. 👀 Netflix $NFLX has been drawing HEAVY options interest post-earnings. In the past [--] days: approx. 3.9M calls vs 2.8M puts have traded landing it on our high-volume list. The most active contract May [--] calls. Traders are still leaning bullish on the streamer. Netflix $NFLX has been drawing HEAVY options interest post-earnings. In the"
X Link 2026-02-11T13:08Z 12.9K followers, [---] engagements
"Zelle just said users sent $1.2T in [----] (+20% y/y) or $3.4B moving daily December hit a record 100M active accounts with 30% of volume tied to small businesses. Bank-backed P2P is still taking share in digital payments. 💸"
X Link 2026-02-11T13:22Z 12.9K followers, [---] engagements
"US UNEMPLOYMENT RATE DROPPED TO 4.3% IN JANUARY"
X Link 2026-02-11T13:30Z 12.9K followers, [---] engagements
"💼 Jan Jobs Report Highlights Unemployment Rate: 4.3% vs 4.4% est (4.4% prior) Nonfarm Payrolls: +130K vs +65K est (+48K prior) Avg Hourly Earnings (y/y): +3.7% vs +3.6% est (+3.8% prior) Participation: 62.5% (vs 62.4% prior) Revisions: -17K Payroll employment rises by [------] in January; unemployment rate changes little at 4.3% #BLSData #EmpSit https://t.co/6uePIUcEnY Payroll employment rises by [------] in January; unemployment rate changes little at 4.3% #BLSData #EmpSit https://t.co/6uePIUcEnY"
X Link 2026-02-11T13:32Z 12.9K followers, [----] engagements
"Unity $U plunging 20% premarket as weak Q1 guide overshadows a solid Q4. Rev guide $480-490M vs $494M est Adj EBITDA $105-110M vs $112M est AI pressure mounting: slow Vector ad ramp & soft Unity [--] uptake while new AI entrants circle. UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw UNITY SOFTWARE $U EARNINGS ARE OUT 🟢 EPS: $0.24 Est. $0.21 🟢 REV: $503.09M Est. $492.82M IMPLIED MOVE TODAY: 12.66% https://t.co/jesNnVfRmw"
X Link 2026-02-11T13:40Z 12.9K followers, [---] engagements
"🚨 Sentiment Signal Suggests Increase Chance of a Pullback https://www.schaeffersresearch.com/content/analysis/2026/02/11/sentiment-signal-suggests-increase-chance-of-a-pullback https://www.schaeffersresearch.com/content/analysis/2026/02/11/sentiment-signal-suggests-increase-chance-of-a-pullback"
X Link 2026-02-11T14:01Z 12.9K followers, [---] engagements
"Bullish @InvestorsIntell sentiment just pushed above 60% a level that's historically acted as a contrarian warning sign. ⚠ When optimism gets this crowded forward $SPX returns tend to be weaker especially near ATHs. Signal: upside may be more limited & pullback risk rises"
X Link 2026-02-11T14:04Z 12.9K followers, [---] engagements
"When @InvestorsIntell bulls hit 60% or higher (like right now) this is what the $SPX does over next [--] months:"
X Link 2026-02-11T14:05Z 12.9K followers, [---] engagements
"Mattel $MAT plummeting -29.3% premarket after Q4 earnings & revenue missed estimates while the full-year earnings guide also came in below expectations. In response Citigroup downgraded the stock to "neutral" while J.P. Morgan Securities lowered its rating to "underweight." WHY IS MATTEL $MAT PLUNGING AH MAJOR HOLIDAY MISS Q4 EPS $0.39 vs $0.54 est sales $1.77B vs $1.84B est with weak December US demand. [----] EPS guide $1.18-$1.30 vs $1.41 in [----]. WHY IS MATTEL $MAT PLUNGING AH MAJOR HOLIDAY MISS Q4 EPS $0.39 vs $0.54 est sales $1.77B vs $1.84B est with weak December US demand. [----] EPS"
X Link 2026-02-11T14:25Z 12.9K followers, [---] engagements
"PreMarket News & Moves: $F $NET $GLD $ZG"
X Link 2026-02-11T14:26Z 12.9K followers, [---] engagements
"New York Fashion Week kicks off today with shows and events from brands including $RL $PVH's Calvin Klein $TPR's Coach and $CPRI's Michael Kors as the industry spotlights new collections and trends"
X Link 2026-02-11T14:49Z 12.9K followers, [---] engagements
"Beta Tech $BETA ripping +15% in the first [--] today 🚀 Jefferies upgrade to Buy (PT $30 roughly 80% upside) SEC filing shows Amazon $AMZN owns 5.3% Stocks still 40%ish off YTD highs. bulls are betting risk-off reset & big-name backing creates a runway ahead $BETA is surging 18.5% after $AMZN takes sizable stake https://t.co/NFnxvRYKx5 $BETA is surging 18.5% after $AMZN takes sizable stake https://t.co/NFnxvRYKx5"
X Link 2026-02-11T15:00Z 12.9K followers, [---] engagements
"🚨 $HOOD files to launch Robinhood Ventures Fund I a closed-end fund giving retail investors access to private companies. CEO Vlad Tenev: Everyday people will invest in opportunities once reserved for the elite. Ticker planned: $RVI 📊 $HOOD BREAKING: Robinhood announces that they have filed with the SEC to launch Robinhood Ventures Fund I (RVI) a concentrated portfolio of innovative private companies leading their industries. Well folks looks like Robinhood is going to IPO a fund that allows retail to https://t.co/pi1Rb6rCid $HOOD BREAKING: Robinhood announces that they have filed with the"
X Link 2025-09-15T14:43Z 12.9K followers, [---] engagements
"NEW IPO ALERT Medline $MDLN Reportedly guiding pricing toward upper half of its $26-$30 range. Deal is 10x oversubscribed w/ 179M shares offered & a potential $5.3B+ IPO the largest U.S. deal this year Pricing expected late today; trades on @NasdaqExchange Medlines long-delayed IPO is on track to raise the most of any listing this year as investors keen on the medical supply companys business model look past its rocky path back to the public markets https://t.co/DgF7DvLcgY Medlines long-delayed IPO is on track to raise the most of any listing this year as investors keen on the medical"
X Link 2025-12-16T16:10Z 12.9K followers, [----] engagements
"BofA says small-cap growth isnt dead just selective. Their screen highlights Russell [----] names with 20%+ long-term growth & non-stretched valuations even as the index struggles. Top Picks; $SGRY $SABR $BTSG $ALHC $ROAD $MSGE $OI $CMC $KNTK $CLMT $INR $KNF $EYE"
X Link 2025-12-22T18:22Z 12.9K followers, [---] engagements
"$IOT is -23% y/y & coming off [--] straight weekly losses but now testing its 40M MA a historically bullish trendline This signal has appeared 2x in [--] yrs with avg +20% in 1mo and avg +66.7% in 3mo (100% win rate). Short interest near 7% of float adds to squeeze potential"
X Link 2026-01-13T20:34Z 12.9K followers, [---] engagements
"Tencent $TME -4.8% to $16.63 as profit-taking/tech pressure chips away at a strong +58% Y/Y gain. Stock is tracking toward its lowest close since May with the 20DMA weighing on price action"
X Link 2026-01-15T17:23Z 12.9K followers, [---] engagements
"🚨 $BAH getting nuked -9% today after U.S. Treasury canceled all contracts ($21M). Why Ex-employee leaked Trump & billionaire tax data to media Gov accounts for almost all revenue 70% from defense/intel. BRUTAL TIMING following raised guide last week"
X Link 2026-01-26T16:15Z 12.9K followers, [----] engagements
"$BOOT was just added as a new short at @Hedgeye which sees 75% downside. Thesis: Street overestimates unit growth (515 to 1200) underestimates slowing comps & rising rent pressure. Hedgeye models $4 EPS vs Street's $8+ saying valuation looks rich at 14x EBITDA. SI = 11.8%"
X Link 2026-01-26T16:19Z 12.9K followers, [---] engagements
"Shell $SHEL Eni $E Chevron $CVX & more at Kazakhstans Karachaganak field lost an arbitration case and may owe $2B-$4B in compensation per Bloomberg. The ruling backs Kazakhstans claim over unapproved cost recovery"
X Link 2026-01-26T21:25Z 12.9K followers, [---] engagements
"PROGRESSIVE INSURANCE $PGR EARNINGS HISTORY"
X Link 2026-01-28T11:45Z 12.9K followers, [---] engagements
"AstraZeneca $AZN shifted its U.S. listing effective today It's ending its ADS program & moving to a direct NYSE listing of ordinary shares starting today. It's a simpler structure no ADS middleman and more consistent global trading as the pharma giant expands in China"
X Link 2026-02-02T12:47Z 12.9K followers, [---] engagements
"$TER ripping after hours on a major beat & raise Teradyne posted $1.08B rev / $1.80 EPS vs $977M / $1.38 est. Guide midpoint is roughly 60% ABOVE consensus driven by AI demand in compute networking & memory. One analyst called it an absolute blowout. TERADYNE $TER EARNINGS ARE OUT 🟢 EPS: $1.80 Est. $1.35 🟢 REV: $1.08B Est. $971.1M IMPLIED MOVE TOMORROW: 11.16% https://t.co/h35Hw8IDT5 TERADYNE $TER EARNINGS ARE OUT 🟢 EPS: $1.80 Est. $1.35 🟢 REV: $1.08B Est. $971.1M IMPLIED MOVE TOMORROW: 11.16% https://t.co/h35Hw8IDT5"
X Link 2026-02-03T03:24Z 12.9K followers, [---] engagements
"$AMGN EARNINGS HISTORY (REPORTS AFTER CLOSE) 👇"
X Link 2026-02-03T15:08Z 12.9K followers, [---] engagements
"Ritholtzs Josh Brown just named his best stocks in the market 📈 [--] $TRGP: 22% CF growth 2% yield strong momentum [--] $GWW: defensive $1.5B returned to holders no sellers above resistance [--] $CTVA: breakout & golden cross possible spinoff"
X Link 2026-02-03T19:04Z 12.9K followers, [---] engagements
"MARKETS DON'T WANT SLOP BOWLS $CMG -8% AH CHIPOTLE $CMG EARNINGS ARE OUT 🟢 EPS: $0.25 Est. $0.24 🟢 REV: $2.984B Est. $2.96B IMPLIED MOVE TOMORROW: 8.17% https://t.co/s7LNrQvHEg CHIPOTLE $CMG EARNINGS ARE OUT 🟢 EPS: $0.25 Est. $0.24 🟢 REV: $2.984B Est. $2.96B IMPLIED MOVE TOMORROW: 8.17% https://t.co/s7LNrQvHEg"
X Link 2026-02-03T21:20Z 12.9K followers, [---] engagements
"ELI LILLY $LLY EARNINGS ARE OUT 🟢 EPS: $7.54 Est. $6.67 🟢 REV: $19.29B Est. $18.01B IMPLIED MOVE TODAY: 6.19%"
X Link 2026-02-04T11:50Z 12.9K followers, [----] engagements
"$LLY flexed on $NVO: sees [----] sales $80-83B (+up to 27% YoY) vs $77.7B est. Zepbound $4.3B & Mounjaro $7.4B both beat. Medicare coverage and oral pill launch could widen the gap in the GLP-1 race. 💪💪 ELI LILLY $LLY EARNINGS ARE OUT 🟢 EPS: $7.54 Est. $6.67 🟢 REV: $19.29B Est. $18.01B IMPLIED MOVE TODAY: 6.19% https://t.co/zS4YtqRlVi ELI LILLY $LLY EARNINGS ARE OUT 🟢 EPS: $7.54 Est. $6.67 🟢 REV: $19.29B Est. $18.01B IMPLIED MOVE TODAY: 6.19% https://t.co/zS4YtqRlVi"
X Link 2026-02-04T12:05Z 12.9K followers, [---] engagements
"$CMG edging higher today after a Q4 beat (EPS & rev) but flat same-store sales guidance and a wave of PT cuts capping its upside. Bearish options flow is crowded (put/call near extremes) while the stock still sits +32% from November lows. skepticism vs. resilience in play. CHIPOTLE $CMG EARNINGS ARE OUT 🟢 EPS: $0.25 Est. $0.24 🟢 REV: $2.984B Est. $2.96B IMPLIED MOVE TOMORROW: 8.17% https://t.co/s7LNrQvHEg CHIPOTLE $CMG EARNINGS ARE OUT 🟢 EPS: $0.25 Est. $0.24 🟢 REV: $2.984B Est. $2.96B IMPLIED MOVE TOMORROW: 8.17% https://t.co/s7LNrQvHEg"
X Link 2026-02-04T16:28Z 12.9K followers, [---] engagements
"$SNAP pops after a clean Q4 beat: Rev $1.72B BEAT EPS $0.03 BEAT Adj. EBITDA +30% y/y FCF $206M BEAT $500M buyback approved Guide mostly in-line but profitability & capital return doing the talking. Pivot to profitable growth showing up in the numbers. 👻📈 $SNAP EARNINGS ARE OUT 🟢 EPS: $0.03 Est. -$0.03 🟢 REV: $1.716B Est. $1.7B IMPLIED MOVE TOMORROW: 13.47% https://t.co/7QiEc3H4zR $SNAP EARNINGS ARE OUT 🟢 EPS: $0.03 Est. -$0.03 🟢 REV: $1.716B Est. $1.7B IMPLIED MOVE TOMORROW: 13.47% https://t.co/7QiEc3H4zR"
X Link 2026-02-04T21:56Z 12.9K followers, [----] engagements
"BRISTOL MYERS SQUIBB $BMY EARNINGS ARE OUT 🟢 EPS: $1.26 Est. $1.20 🟢 REV: $12.5B Est. $12.28B IMPLIED MOVE TODAY: 3.7%"
X Link 2026-02-05T12:33Z 12.9K followers, [----] engagements
"Cigna $CI beats Q4 but its guide cools the story 📉 EPS $8.08 vs $7.88 est rev $72.4B vs $70.3B. But [----] EPS $30.25 (in-line) & rev $280B vs $285.8B est with MCR up to 84.7%. Takeaway Solid execution but cost pressure & softer top-line guide keeping a lid on sentiment. $CI The Cigna Group Q4-2025 Earning Report https://t.co/7oOwy9YFBR $CI The Cigna Group Q4-2025 Earning Report https://t.co/7oOwy9YFBR"
X Link 2026-02-05T12:41Z 12.9K followers, [---] engagements
"$BMY beats and guides above Street 💊 Q4 rev $12.5B EPS $1.26 (beat) as growth drugs offset legacy erosion. [----] guide: rev $4647.5B EPS $6.056.35 consensus. Watch the mix: Opdivo/Orencia strength vs. Eliquis/Revlmid declines & margin pressure. BRISTOL MYERS SQUIBB $BMY EARNINGS ARE OUT 🟢 EPS: $1.26 Est. $1.20 🟢 REV: $12.5B Est. $12.28B IMPLIED MOVE TODAY: 3.7% https://t.co/CJ8KTyHyHh BRISTOL MYERS SQUIBB $BMY EARNINGS ARE OUT 🟢 EPS: $1.26 Est. $1.20 🟢 REV: $12.5B Est. $12.28B IMPLIED MOVE TODAY: 3.7% https://t.co/CJ8KTyHyHh"
X Link 2026-02-05T12:42Z 12.9K followers, [---] engagements
"PreMarket News & Moves: $CAH beat & raised FY outlook $HSY Q4 earnings & revenue beat $TPR FQ2 results topped estimates $PTON Q4 earnings & revenue miss"
X Link 2026-02-05T14:29Z 12.9K followers, [---] engagements
"STRATEGY $MSTR EARNINGS ARE OUT 🔴 EPS: -$42.93 Est. -$20.99 🟢 REV: $122.99M Est. $118.47M IMPLIED MOVE TOMORROW: 7.09%"
X Link 2026-02-05T21:01Z 12.9K followers, [----] engagements
"Reddit $RDDT popping off AH on a clean Q4 beat EPS $1.24 vs $0.94 est. Rev $726M +70% y/y beat DAU 121.4M vs 120M est. Q1 guide $595-$605M vs. $577M est. After -35% YTD drop bulls get a data point that ads and data deals are scaling REDDIT $RDDT EARNINGS ARE OUT 🟢 EPS: $1.24 Est. $0.93 🟢 REV: $725.607M Est. $667.06M IMPLIED MOVE TOMORROW: 12.19% https://t.co/uCvSm0LJVI REDDIT $RDDT EARNINGS ARE OUT 🟢 EPS: $1.24 Est. $0.93 🟢 REV: $725.607M Est. $667.06M IMPLIED MOVE TOMORROW: 12.19% https://t.co/uCvSm0LJVI"
X Link 2026-02-05T21:20Z 12.9K followers, [---] engagements
"THE DOW $DJI HAS BROKEN ABOVE 50K FOR THE FIRST TIME EVER"
X Link 2026-02-06T21:03Z 12.9K followers, [---] engagements
"$CVS just confirmed its pharmacies will accept TrumpRx discount cards for prescriptions TrumpRx launched Thurs initially covering [--] drugs from $AZN $LLY $NVO & $PFE. Consumers can access discounts via TrumpRx(dot)gov or coupon cards at participating pharmacies"
X Link 2026-02-07T18:51Z 12.9K followers, [---] engagements
"Super Bowl betting may hit records this weekend. but where the growth is happening has already changed the game. 🧵👇🏈 Kalshi downloads blew past FanDuel $FLUT & DraftKings $DKNG heading into Super Bowl LX. and sportsbooks stocks are reflecting it"
X Link 2026-02-08T16:15Z 12.9K followers, [---] engagements
"$MNDY dropping premarket after guide disappointed despite a Q4 beat Stock -14% as softer outlook overshadows solid growth and RPO gains. Q1 revenue outlook: $338-340M vs $343M est. FY26 revenue guide: $1.452-1.462B vs $1.48B est. FX headwinds weighing on margins MONDAY $MNDY EARNINGS ARE OUT 🟢 EPS: $1.04 Est. $0.92 🟢 REV: $333.878M Est. $329.66M IMPLIED MOVE TODAY: 15.44% https://t.co/bvU5w380Na MONDAY $MNDY EARNINGS ARE OUT 🟢 EPS: $1.04 Est. $0.92 🟢 REV: $333.878M Est. $329.66M IMPLIED MOVE TODAY: 15.44% https://t.co/bvU5w380Na"
X Link 2026-02-09T12:36Z 12.9K followers, [---] engagements
"$HIMS -20% () after the company said it will stop offering its compounded copycat Wegovy pill over the weekend following pressure from $NVO and rising FDA scrutiny of compounded GLP-1s. But Hims was still slapped with a patent infringement lawsuit from Novo Nordisk this AM"
X Link 2026-02-09T12:53Z 12.9K followers, [---] engagements
"$LYFT just launched Lyft Teen letting riders ages 13-17 book trips featuring parental monitoring PIN verification & vetted drivers. This move mirrors $UBER's teen accounts and targets families seeking safer convenient alternatives as fewer teens are getting drivers licenses"
X Link 2026-02-09T15:43Z 12.9K followers, [---] engagements
"American Airlines $AAL CEO Robert Isom facing mounting labor pressure after flight attendants issued unanimous no-confidence vote & called for him to step down. This follows similar criticism from pilots with unions citing operational missteps & weak financial performance"
X Link 2026-02-09T16:26Z 12.9K followers, [---] engagements
"Workday $WDAY CEO Swap Effective Immediately: CEO Carl Eschenbach is OUT Founder Aneel Bhusri is BACK"
X Link 2026-02-09T16:40Z 12.9K followers, [---] engagements
"Autodesk $ADSK is suing Google $GOOGL over name Flow alleging Googles AI video tool infringes on its trademark. ADSK says its used Flow since [----] for cinematic VFX software while Google launched a similarly named AI tool in [----] & is now seeking trademark protection"
X Link 2026-02-09T20:16Z 12.9K followers, [---] engagements
"TODAY'S UNUSUAL OPTIONS ACTIVITY 2/9/26 👇 $AMZN $HIMS $RIG $EFA $IGV $XLC $TSLR $IEF $CLF $FISV $OSCR $CCL $DDOG $STT $LVS $VZLA $SPOT $GT $CVS $SCCO $TOST $ON"
X Link 2026-02-09T21:27Z 12.9K followers, [----] engagements
"PRE-EARNINGS $ALAB NEWS: Astera Labs is opening a new Israel R&D design center focused on next-gen AI fabrics and memory/connectivity bottlenecks for training & inference. Led by ex-Google & Marvell vet Guy Azrad with former Mellanox/NVIDIA exec Ido Bukspan. $ALAB EARNINGS HISTORY 👇 https://t.co/YXeeiXHmeD $ALAB EARNINGS HISTORY 👇 https://t.co/YXeeiXHmeD"
X Link 2026-02-10T20:58Z 12.9K followers, [---] engagements
"ZILLOW $Z EARNINGS ARE OUT 🟢 EPS: $0.01 Est. $0.00 🟢 REV: $654M Est. $650.51M IMPLIED MOVE TOMORROW: 11.19%"
X Link 2026-02-10T21:10Z 12.9K followers, [---] engagements
"$LYFT mixed Q4: EBITDA beat ($154M vs $147M) rev miss ($1.6B vs $1.7B) on $168M legal/reg hits. Q1 EBITDA guide light bookings OK. Big headline: new $1B buyback (15% of mkt cap). Calling [----] year of AV. $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn $LYFT EARNINGS ARE OUT 🟢 EPS: $6.81 Est. $0.12 🔴 REV: $1.59B Est. $1.75B IMPLIED MOVE TOMORROW: 12.55% https://t.co/N29mFD6Xkn"
X Link 2026-02-10T21:13Z 12.9K followers, [---] engagements
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