#  @smilex_ms6868 smilex & Trading smilex & Trading posts on X about ai, strong, eps, market the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1855365688677769216/interactions)  - [--] Week [------] +247% - [--] Month [------] +2,953% - [--] Months [------] +489% - [--] Year [------] +226% ### Mentions: [--] [#](/creator/twitter::1855365688677769216/posts_active)  - [--] Months [--] -25% - [--] Year [--] +15% ### Followers: [---] [#](/creator/twitter::1855365688677769216/followers)  - [--] Week [---] +4.10% - [--] Month [---] +32% - [--] Months [---] +12% - [--] Year [---] +96% ### CreatorRank: [---------] [#](/creator/twitter::1855365688677769216/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [countries](/list/countries) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [financial services](/list/financial-services) **Social topic influence** [ai](/topic/ai), [strong](/topic/strong), [eps](/topic/eps), [market](/topic/market), [growth](/topic/growth), [key](/topic/key), [investment](/topic/investment), [flow](/topic/flow), [cash flow](/topic/cash-flow), [q4](/topic/q4) **Top accounts mentioned or mentioned by** [@stocksavvyshay](/creator/undefined) [@smilexms6868](/creator/undefined) [@philipcalang](/creator/undefined) [@theronnievshow](/creator/undefined) [@youtube](/creator/undefined) [@benzinga](/creator/undefined) [@armeniatrader](/creator/undefined) [@lefkofsky](/creator/undefined) [@samsolid57](/creator/undefined) [@firstsquawk](/creator/undefined) [@billackman](/creator/undefined) [@equiseia](/creator/undefined) **Top assets mentioned** [Cisco Systems Inc (CSCO)](/topic/$csco) [Tempus AI, Inc. (TEM)](/topic/$tem) [Electroneum (ETN)](/topic/$etn) [IonQ, Inc. (IONQ)](/topic/$ionq) [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [GE Vernova Inc. (GEV)](/topic/$gev) [Tesla, Inc. (TSLA)](/topic/tesla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Snowflake Inc. (SNOW)](/topic/$snow) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Cameco Corporation (CCJ)](/topic/$ccj) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Bitcoin (BTC)](/topic/$btc) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Mario Coin (COIN)](/topic/$coin) [XRP (XRP)](/topic/xrp) [Blackstone, Inc. (BX)](/topic/$bx) [Exelon Corporation (EXC)](/topic/$exc) [Bloom Energy Corporation (BE)](/topic/$be) [Quanta Services Inc (PWR)](/topic/quanta-services) [Arm Holdings plc (ARM)](/topic/$arm) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Now Coin (NOW)](/topic/$now) ### Top Social Posts Top posts by engagements in the last [--] hours "A smart investment $VST $NNE $GEV $BWXT A List of Nuclear Stocks UPDATED: Small Modular & Micro Reactors $SMR NuScale $OKLO Oklo $NNE NANO Nuclear $RR.L Rolls Royce $GEV GE Vernova $BWXT BWX Technologies Services and Equipment $LEU Centrus Energy $CW Curtiss-Wright $GEV GE Vernova $BWXT BWX Technologies $PWR Quanta https://t.co/XnDyF7n6GT A List of Nuclear Stocks UPDATED: Small Modular & Micro Reactors $SMR NuScale $OKLO Oklo $NNE NANO Nuclear $RR.L Rolls Royce $GEV GE Vernova $BWXT BWX Technologies Services and Equipment $LEU Centrus Energy $CW Curtiss-Wright $GEV GE Vernova $BWXT BWX" [X Link](https://x.com/smilex_ms6868/status/1859725148024189037) 2024-11-21T22:26Z [--] followers, [--] engagements "$CRDO a good position to move to the next phase" [X Link](https://x.com/smilex_ms6868/status/1861423917383946572) 2024-11-26T14:57Z [--] followers, [--] engagements "$BTC Finally🥇 BREAKING: US Treasury says #Bitcoin is like digital gold. https://t.co/TJqnadolbz BREAKING: US Treasury says #Bitcoin is like digital gold. https://t.co/TJqnadolbz" [X Link](https://x.com/smilex_ms6868/status/1865509360983572549) 2024-12-07T21:31Z [--] followers, [--] engagements "@TheRonnieVShow Hello Ronnie I would like to ask for your opinion and analysis regarding $COP. Thank you very much for all the analysis so far" [X Link](https://x.com/smilex_ms6868/status/1866069228261974307) 2024-12-09T10:35Z [--] followers, [--] engagements "TESLA Christmas LightShow [----] - Slovenia via @YouTube https://youtu.be/kVnyGLGVGQEsi=VE9AGJ-nStUP1Q81 https://youtu.be/kVnyGLGVGQEsi=VE9AGJ-nStUP1Q81" [X Link](https://x.com/smilex_ms6868/status/1866440530508541952) 2024-12-10T11:11Z [--] followers, [--] engagements "$BTC Look ahead let time take its course" [X Link](https://x.com/smilex_ms6868/status/1868399515134206188) 2024-12-15T20:55Z [--] followers, [--] engagements "@Benzinga $FDX is an exception according to others there is a bear walking around the market" [X Link](https://x.com/smilex_ms6868/status/1870054886705934822) 2024-12-20T10:33Z [--] followers, [--] engagements "$XRP it's true 👇 $XRP $RIPPLE is pumping like expected and nothing can stop it Dont miss those chances Trade with me at the largest crypto exchange 👇 https://t.co/nrq4sSambF Dont be surprised if $XRP trades above 5$ next months https://t.co/UqBxJIb4Kw $XRP $RIPPLE is pumping like expected and nothing can stop it Dont miss those chances Trade with me at the largest crypto exchange 👇 https://t.co/nrq4sSambF Dont be surprised if $XRP trades above 5$ next months https://t.co/UqBxJIb4Kw" [X Link](https://x.com/smilex_ms6868/status/1879276273291375022) 2025-01-14T21:15Z [--] followers, [--] engagements "$XRP Look at the Market Cap amazing" [X Link](https://x.com/smilex_ms6868/status/1879876259020410930) 2025-01-16T13:00Z [--] followers, [--] engagements "$WMT / $SYM Added value for both companies. $SYM strengthens its $WMT partnership with a $520M deal -- acquiring its robotics division and expanding into eCommerce -- adding $5B+ to its backlog & a $300B market opportunity 👀 https://t.co/K9SylYDESv $SYM strengthens its $WMT partnership with a $520M deal -- acquiring its robotics division and expanding into eCommerce -- adding $5B+ to its backlog & a $300B market opportunity 👀 https://t.co/K9SylYDESv" [X Link](https://x.com/smilex_ms6868/status/1879878784662286807) 2025-01-16T13:10Z [--] followers, [--] engagements "$AMZN All time high" [X Link](https://x.com/smilex_ms6868/status/1882083315425116453) 2025-01-22T15:10Z [--] followers, [--] engagements "👍 and $BTC $XRP The year of three Kings 😉 [----] Is The Year Of $SUI. [----] Is The Year Of $SUI" [X Link](https://x.com/smilex_ms6868/status/1883563845836587188) 2025-01-26T17:13Z [--] followers, [--] engagements "$HPE The Dept. of Justice has prepared a lawsuit and is ready to challenge Hewlett Packard Enterprise's (HPE) planned acquisition of Juniper Networks (JNPR) if the companies try to close the deal this week" [X Link](https://x.com/smilex_ms6868/status/1884618170562195875) 2025-01-29T15:02Z [--] followers, [---] engagements "Amazon is the leading online retailer and marketplace for third party sellers.Retail related revenue represents approximately 75% of total followed by Amazon Web Services' cloud computing storage database and other offerings (15%) advertising services (5% to 10%) and other" [X Link](https://x.com/smilex_ms6868/status/1884619554782953753) 2025-01-29T15:08Z [--] followers, [--] engagements "$NXE is a Canadian uranium development company focused on advancing its flagship Rook I Project in Saskatchewan. NexGen is well-placed to meet rising demand. The companys focus on high-grade uranium deposits and sustainable mining practices underscores its strategic importance" [X Link](https://x.com/smilex_ms6868/status/1884696225410125892) 2025-01-29T20:12Z [--] followers, [--] engagements "$BX Blackstone Inc. Acquires Potomac Energy Center to Power AI Revolution and Data Centers in Virginia. Tommorow earnings" [X Link](https://x.com/smilex_ms6868/status/1884697883787608324) 2025-01-29T20:19Z [---] followers, [--] engagements "There could also be some further good news for Broadcom in the shape of a potential $15 billion to $25 billion investment in ChatGPT-developer OpenAI from Japans SoftBank Group as reported by The Wall Street Journal" [X Link](https://x.com/smilex_ms6868/status/1884949435232252163) 2025-01-30T12:59Z [--] followers, [--] engagements "$BX Blackstone Inc. Acquires Potomac Energy Center to Power AI Revolution and Data Centers in Virginia. Today Earnings" [X Link](https://x.com/smilex_ms6868/status/1884973825512616275) 2025-01-30T14:35Z [---] followers, [---] engagements "$EOS Energy Enterprises Inc. is accelerating the shift to American energy independence with positively ingenious solutions that transform how the world stores power. Znyth aqueous zinc battery was designed to overcome the limitations of conventional lithium-ion technology" [X Link](https://x.com/smilex_ms6868/status/1885039747250196504) 2025-01-30T18:57Z [---] followers, [--] engagements "$HPE and $JNPR Hewlett Packard Enterprise and Juniper said they "strongly oppose" the lawsuit and plan to "vigorously" defend the transaction in court according to a statement on Thursday" [X Link](https://x.com/smilex_ms6868/status/1885042630716784891) 2025-01-30T19:09Z [---] followers, [---] engagements "$EXC $VST $CEG $TLN Due to the need for more electricity for AI energy stocks are trading more actively" [X Link](https://x.com/smilex_ms6868/status/1885050158292799850) 2025-01-30T19:39Z [--] followers, [---] engagements "$ORCL Today +57% The idea behind Oracles latest offerings which are available through its Oracle Fusion Cloud Supply Chain and Manufacturing platform is to help employees deal with everything from product inspections to providing detailed delivery instructions for goods" [X Link](https://x.com/smilex_ms6868/status/1885063862346465329) 2025-01-30T20:33Z [--] followers, [--] engagements "$CRSP Vertex Pharmaceuticals announced Friday a reimbursement agreement with Englands National Health Service (NHS) to allow patients with sickle cell disease (SCD) to access its gene-edited therapy Casgevy developed with CRISPR Therapeutics (CRSP).Today it is trading at $4209" [X Link](https://x.com/smilex_ms6868/status/1885297171265683905) 2025-01-31T12:00Z [--] followers, [---] engagements "$VST Vistra which owns electricity generation and electricity retail grew by 258% in the year overtaking Nvidia. The so-called hyperscalers giants like Alphabet Microsoft and Amazon havent indicated theyre slowing down their data center buildouts" [X Link](https://x.com/smilex_ms6868/status/1885302706731880924) 2025-01-31T12:22Z [--] followers, [---] engagements "Important 👇 Japanese Prime Minister Shigeru Ishiba will hold talks with OpenAI CEO Sam Altman and SoftBank Group [----] CEO Masayoshi Son on Monday the Japanese government said on Friday. The project also includes $ORCL" [X Link](https://x.com/smilex_ms6868/status/1885304232238055459) 2025-01-31T12:28Z [--] followers, [--] engagements "EU Gas 🚩 The EU has 20% less gas reserves than last year. Eastern European countries want a deal with Russia and President Trump recently called on the EU to buy American liquefied natural gas. Prices are currently high. The question is who will make the deal here" [X Link](https://x.com/smilex_ms6868/status/1885324980373668125) 2025-01-31T13:51Z [--] followers, [--] engagements "$MDB MongoDB Inc. provides a general-purpose database platform. Overall MongoDB was covered by [--] analysts with an average price target of $400 representing a more than 40% increase from current levels" [X Link](https://x.com/smilex_ms6868/status/1885330772023779401) 2025-01-31T14:14Z [---] followers, [--] engagements "$SERV While some are debating the king of robotics $NVDA just for your information the owner with the largest stake in $SERV Serve Robotics is right $NVDA 👇Its up 75% Today" [X Link](https://x.com/smilex_ms6868/status/1885341519541899531) 2025-01-31T14:57Z [--] followers, [---] engagements "@StockSavvyShay I completely agree. I doubled $ALAB this week myself. I'm not selling $NVDA yet it has potential" [X Link](https://x.com/smilex_ms6868/status/1885350379577024811) 2025-01-31T15:32Z [--] followers, [---] engagements "Snowflake stores unstructured and semi-structured data that can then be used in analytics to generate insights stored in its data warehouse.Its data exchange capabilities allow companies to purchase and consume datawhile its data solutions can be hosted in various public clouds" [X Link](https://x.com/smilex_ms6868/status/1885389376886051146) 2025-01-31T18:07Z [--] followers, [--] engagements "$SNOW is trading at $184.5. RSI indicators show that the stock is currently neutral with an average price target of $199.8" [X Link](https://x.com/smilex_ms6868/status/1885389426101997591) 2025-01-31T18:07Z [--] followers, [--] engagements "@StockSavvyShay I would also add $OKLO here. 😉" [X Link](https://x.com/smilex_ms6868/status/1886097548416336238) 2025-02-02T17:01Z [--] followers, [---] engagements "$SILVER Silver also draws a nice graph if you are interested in precious metals" [X Link](https://x.com/smilex_ms6868/status/1886465072597246282) 2025-02-03T17:21Z [--] followers, [---] engagements "$LNG There will be no shortage of gas. 🤣" [X Link](https://x.com/smilex_ms6868/status/1886471885505827193) 2025-02-03T17:48Z [--] followers, [--] engagements "$ATAI Atai Life Sciences a clinical-stage biopharmaceutical companydevelops and invests in various therapeutics to treat depressionanxiety addictionand other mental health disorders.Another company with growth in this development sector.Will there be an obvious need for this" [X Link](https://x.com/smilex_ms6868/status/1886474357876134137) 2025-02-03T17:58Z [--] followers, [---] engagements "$GOOG / $GOOGL Today after close Earnings report 👇" [X Link](https://x.com/smilex_ms6868/status/1886707804993372393) 2025-02-04T09:26Z [--] followers, [--] engagements "Sanctions on paper. Like everything in the EU. 👇 The EU is undisputed global hub for transshipment of Western goods to Russia via out-of-the-way places like Kyrgyzstan. This has gone on for [--] years with Brussels looking the other way all this time. So please spare us the fake moral outrage at the US. You have no right. https://t.co/b7jZSrW3fH The EU is undisputed global hub for transshipment of Western goods to Russia via out-of-the-way places like Kyrgyzstan. This has gone on for [--] years with Brussels looking the other way all this time. So please spare us the fake moral outrage at the US." [X Link](https://x.com/smilex_ms6868/status/1886717958291943830) 2025-02-04T10:06Z [--] followers, 11.4K engagements "@ArmeniaTrader I doubt $CMG will go lower let's wait for the results. They are investing a lot they are also investing in high-tech equipment of their stores they are increasing the number of stores. The company is of high quality my opinion I could be wrong" [X Link](https://x.com/smilex_ms6868/status/1886779690087489681) 2025-02-04T14:11Z [--] followers, [---] engagements "📈 Precious metals $GOLD $SILVER and $PAAS all nicely up at the moment.🧐" [X Link](https://x.com/smilex_ms6868/status/1887106941530337742) 2025-02-05T11:52Z [--] followers, [---] engagements "OpenAI's Altman plans to visit the United Arab Emirates this week to discuss fundraising with Abu Dhabi-based investment group MGX as the ChatGPT maker seeks to raise about $40 billion to fuel the development of its Stargate plan" [X Link](https://x.com/smilex_ms6868/status/1887156144180768964) 2025-02-05T15:07Z [--] followers, [--] engagements "@philip_calang In my opinion a big problem especially for $TSLA because $VW will start producing Chinese electric vehicles" [X Link](https://x.com/smilex_ms6868/status/1887157884967936361) 2025-02-05T15:14Z [---] followers, [--] engagements "@philip_calang XX" [X Link](https://x.com/smilex_ms6868/status/1887166376340553906) 2025-02-05T15:48Z [--] followers, [--] engagements "$NET is a cloud connectivity company that offers a range of services to enterprises of all sizes and geographies. Its network serves as a scalable unified control plane to deliver security performance and reliability across on-premises hybrid and software-as-a-service app" [X Link](https://x.com/smilex_ms6868/status/1887173503494836432) 2025-02-05T16:16Z [--] followers, [--] engagements "$NET One of the key winners of the AI revolution is transforming AI deployment at the edge" [X Link](https://x.com/smilex_ms6868/status/1887175402143297711) 2025-02-05T16:24Z [--] followers, [--] engagements "Semgrep whose clients include Hashicorp $HCP Gitlab $GTLB and Snowflake $SNOW uses AI to identify security bugs helping developers write more secure code. Demand for automated security programs has also increased amid rising cyber threats. (AI)" [X Link](https://x.com/smilex_ms6868/status/1887176943516196925) 2025-02-05T16:30Z [--] followers, [---] engagements "In Germany new car sales fell by 2.8% in January while sales of new electric cars increased by 53% in the first month of [----]. Tesla sales in Germany Europe's largest car market meanwhile fell by almost 60% (-59.5%)" [X Link](https://x.com/smilex_ms6868/status/1887439813415993364) 2025-02-06T09:54Z [--] followers, [---] engagements "January was also a bad month for Tesla in other European countries: France -63% UK -18% Spain -75% Norway -40% Netherlands -42% Sweden -46% Denmark -40% and Portugal -31%. At the European level Tesla's January sales fell by 50%" [X Link](https://x.com/smilex_ms6868/status/1887439860329333084) 2025-02-06T09:55Z [--] followers, [--] engagements "Today EARNINGS After Close $AMZN $NET $AFRM 👇" [X Link](https://x.com/smilex_ms6868/status/1887467951084777636) 2025-02-06T11:46Z [--] followers, [---] engagements "$ENVX The company that is very likely to supply batteries for smart glasses is a Silicon Valley company. Technically the company is currently in the right position to enter. 👀" [X Link](https://x.com/smilex_ms6868/status/1887875229017428353) 2025-02-07T14:45Z [--] followers, [----] engagements "$INOD I notice that it's popular today 👇📈 Innodata Inc.: A Leading Data Engineering Company Innodata Inc. is a global data engineering company specializing in artificial intelligence (AI) solutions and digital transformation services. The company operates through three key segments: Digital Data Solutions (DDS) Synodex and Agility providing AI-driven data preparation industry-specific platforms and marketing communication solutions. Headquartered in Ridgefield Park New Jersey Innodata serves a diverse range of industries including banking insurance financial services technology digital" [X Link](https://x.com/smilex_ms6868/status/1892937938415042811) 2025-02-21T14:02Z [--] followers, [---] engagements "$GTLB Today earnings after close. GitLab exceeded analysts revenue expectations by 4.3% last quarter reporting revenues of $196 millionan increase of 31% year over year. It was a strong quarter for the company with next quarters EPS guidance surpassing analysts expectations and a solid beat of analysts EBITDA estimates. This quarter analysts expect GitLabs revenue to grow by 25.9% year over year to $206.2 million a slowdown from the 33.3% increase recorded in the same quarter last year. Adjusted earnings are projected to reach $0.23 per share. GitLab is the company behind the most" [X Link](https://x.com/smilex_ms6868/status/1896520428450885932) 2025-03-03T11:18Z [--] followers, [--] engagements "$ENVX Enovix is strategically positioned to capitalize on the increasing demand for high-capacity batteries across smartphones IoT EVs and defense markets with major OEMs already engaged in partnerships. Despite a high price-to-sales (P/S) ratio Enovixs strong growth trajectory and recent revenue improvements support its valuation although risks remain including potential delays in customer qualification and geopolitical uncertainties. Analysts reaffirm a bullish outlook on Enovix (NASDAQ: ENVX) driven by advancements in mass production capacity in Q4 [----]. Previously the focus was on" [X Link](https://x.com/smilex_ms6868/status/1896525711894007915) 2025-03-03T11:39Z [---] followers, [----] engagements "$ASTS Today earnings after close AST SpaceMobile (NASDAQ: ASTS) is set to announce its Q4 earnings results on Monday March 3rd after market close. Analysts project a consensus earnings per share (EPS) estimate of -$0.18 reflecting an 83.2% year-over-year improvement. The consensus revenue estimate stands at $2.38 million. Over the past two years AST SpaceMobile has exceeded EPS estimates 25% of the time and revenue estimates 25% of the time. In the last three months EPS estimates have seen one upward revision with no downward adjustments" [X Link](https://x.com/smilex_ms6868/status/1896558913727655962) 2025-03-03T13:50Z [--] followers, [---] engagements "$PATH UiPath Expands Global Access to Major EMR Platform Enhancing Automation for Healthcare UiPath (NYSE: PATH) a leading enterprise automation and AI software company has announced a new global consulting agreement with a major Electronic Medical Records (EMR) platform. This agreement accelerates professional services programs for customers in [--] additional countries significantly expanding UiPaths capabilities in healthcare automation. EMRs are the foundation of modern healthcare streamlining connectivity between patients providers and payers. However the high volume of administrative" [X Link](https://x.com/smilex_ms6868/status/1896573173170155883) 2025-03-03T14:47Z [--] followers, [---] engagements "$EOSE I like this approach to analysis. Read it. 🧐 Here's a portion of what I shared with subscribers on Monday about my updated thoughts on $EOSE 👇 https://t.co/VRKSmyyC5d Here's a portion of what I shared with subscribers on Monday about my updated thoughts on $EOSE 👇 https://t.co/VRKSmyyC5d" [X Link](https://x.com/smilex_ms6868/status/1897355551274889651) 2025-03-05T18:36Z [--] followers, [---] engagements "$TEM This will be interesting. #HumanX2025 👇 We're excited to attend #HumanX2025 next week Our founder and CEO @lefkofsky will take the stage to share how we are using #AI to advance precision medicine and patient care. https://t.co/thkIsMFv6k We're excited to attend #HumanX2025 next week Our founder and CEO @lefkofsky will take the stage to share how we are using #AI to advance precision medicine and patient care. https://t.co/thkIsMFv6k" [X Link](https://x.com/smilex_ms6868/status/1897420990306504843) 2025-03-05T22:56Z [--] followers, [---] engagements "$IOT Awaiting the earnings report. It is currently moving at the SMA [---] level. Samsara beat analysts revenue expectations by 3.7% last quarter reporting revenues of $322 million up 35.6% year on year. It was a very strong quarter for the company with EPS guidance for next quarter exceeding analysts expectations and an impressive beat of analysts EBITDA estimates. It added [---] enterprise customers paying more than $100000 annually to reach a total of [----]. This quarter analysts are expecting Samsaras revenue to grow 21.8% year on year to $336.4 million slowing from the 48.1% increase it" [X Link](https://x.com/smilex_ms6868/status/1897421831868723473) 2025-03-05T22:59Z [--] followers, [--] engagements "$GEV Despite developments in the market major shifts are being made in the economy that will be key in the future including for technology and AI. PyroGenesis Inc. a high-tech company specializing in the design development manufacturing and commercialization of advanced fully electric plasma processes and sustainable solutions supports heavy industry in their energy transition emission reduction materials safety and waste remediation efforts. The company announces the signing of a Memorandum of Understanding (MOU) with GE Vernova ($GEV) for energy conversion and storage. The MOU made public" [X Link](https://x.com/smilex_ms6868/status/1899467323091611867) 2025-03-11T14:27Z [--] followers, [--] engagements "$SOFI Technologies Inc. (NASDAQ: SOFI) has entered into a Loan Platform Business agreement valued at up to $5 billion for personal loans with funds managed by Blue Owl Capital a leading asset manager overseeing more than $250 billion in assets under management. This agreement represents SoFis largest Loan Platform Business deal to date. SoFis Loan Platform Business facilitates the referral of pre-qualified borrowers to loan origination partners and also originates loans on behalf of third parties. The two-year partnership with funds managed by Blue Owl Capital reflects the increasing demand" [X Link](https://x.com/smilex_ms6868/status/1900184552917623112) 2025-03-13T13:57Z [--] followers, [--] engagements "$SNOW Companies face the challenge of balancing ethical data practices with leveraging opportunities for data collaboration. Data clean rooms provide a solution that enables secure data sharing without compromising privacy. However implementation can be complex and often fails due to regulatory technical and strategic challenges. Key Challenges and Solutions: Compliance: Companies must adhere to various legal requirements (e.g. GDPR CCPA). It is crucial to involve legal teams early in the project to identify risks and ensure data collection transparency as well as track data provenance. Data" [X Link](https://x.com/smilex_ms6868/status/1900964571403235715) 2025-03-15T17:37Z [--] followers, [--] engagements "$TEM $TDOC $TALK $AVAI $BFRG Artificial Intelligence (AI) has become an integral part of healthcare and is now utilized across nearly all sectors including diagnostics. Its integration has significantly contributed to the growth and advancement of the healthcare industry. In diagnostic testing AI is employed to analyze medical images (such as CT scans X-rays ultrasound MRI and DXA) large patient datasets vital signs (including pulse body temperature blood pressure and respiratory rate) medical histories and laboratory test results. AI offers several advantages in diagnostics including" [X Link](https://x.com/smilex_ms6868/status/1904529690347344014) 2025-03-25T13:43Z [--] followers, [---] engagements "US CRUDE OIL OPEC's decisions to increase production are negatively affecting US crude oil which at USD [--] is not good for US oil producers" [X Link](https://x.com/smilex_ms6868/status/1909163777196536313) 2025-04-07T08:38Z [--] followers, [--] engagements "Trump rejects European offer issues ultimatum US President Donald Trump has said the European Union will have to commit to buying $350 billion worth of US energy in order to delay sweeping tariffs. In doing so Trump rejected Brussels' offer of "zero-for-zero" tariffs on cars and industrial goods Politico reports. Trump's comments came in response to a statement by European Commission President Ursula von der Leyen who said on Monday that the European Union had offered to reduce the bloc's tariffs to zero on cars and industrial goods imported from the US. Asked by reporters whether the offer" [X Link](https://x.com/smilex_ms6868/status/1909520269409910960) 2025-04-08T08:14Z [--] followers, [--] engagements "@StockSavvyShay Shay what about $SNOW Cramer praised him You don't follow anything 😆" [X Link](https://x.com/smilex_ms6868/status/1910672818884190553) 2025-04-11T12:34Z [--] followers, [----] engagements "@samsolid57 @StockSavvyShay It is true as written. The sum of it all is one big mess due to tariffs and geopolitical decisions not due to companies their development and operations. The result will ultimately be the market's response. 🎯" [X Link](https://x.com/smilex_ms6868/status/1911465951209324798) 2025-04-13T17:06Z [--] followers, [--] engagements "Ray Dalio: A Historical Shift in the System Ray Dalio founder of Bridgewater Associates has warned of fundamental changes in light of the tariff war declared in Washington. "Make no mistake these announcements about tariffs are very significant events and we all know they were triggered by President Trump but most people don't notice" he said. According to him we are witnessing "a classic breakdown of the financial political and geopolitical order." "Such a breakdown happens only about once in a lifetime but it has occurred multiple times in history when similarly unsustainable conditions" [X Link](https://x.com/smilex_ms6868/status/1911691403572150457) 2025-04-14T08:02Z [--] followers, [--] engagements ""AI is not just a tool. In biotech it's becoming the engine that drives discovery. Early investors in this wave are not just betting on productstheyre betting on platforms that could redefine an industry." Recursion Pharmaceuticals ($RXRX) Investing in the Future of Drug DiscoveryPowered by AI Recursion Pharmaceuticals is at the forefront of a new era in biotechnology where artificial intelligence automation and massive biological datasets are converging to redefine how medicines are discovered and developed. This isnt just evolutionits transformation. Why RXRX Deserves Long-Term Attention: A" [X Link](https://x.com/smilex_ms6868/status/1912202720154386838) 2025-04-15T17:53Z [---] followers, [---] engagements "$RXRX Recursion Announces Strategic Partnership with HealthVerity to Enhance Clinical Trial Design Through Real-World Data Recursion (NASDAQ: RXRX) a clinical-stage TechBio company has announced a new licensing agreement with HealthVerity a leading provider of privacy-compliant real-world data (RWD). Through this partnership Recursion will gain access to de-identified health data from over [---] million U.S. lives which will be integrated into the Recursion OS platform. This integration is expected to improve clinical trial design patient population insights and predictive modeling while also" [X Link](https://x.com/smilex_ms6868/status/1912497384224891036) 2025-04-16T13:24Z [---] followers, [---] engagements "Key Highlights from Tempus Strategic Partnership Tempus alongside $TEM $AZN (AstraZeneca) and Pathos has entered into a multi-year strategic agreement valued at $200 million. This is not a conventional licensing dealit marks a paradigm shift in biopharma infrastructure and drug discovery. [--]. AI as Infrastructure Not Just a Tool They have moved beyond using AI merely for diagnostics. AI now underpins the entire drug discovery process. Whats being built is not just a model but a foundational multimodal system trained on one of the richest most clinically validated oncology datasets" [X Link](https://x.com/smilex_ms6868/status/1915043731608064468) 2025-04-23T14:03Z [---] followers, [---] engagements "@StockSavvyShay $QCOM showing its strength this company is not sleeping all this time" [X Link](https://x.com/smilex_ms6868/status/1924448417616388434) 2025-05-19T12:53Z [---] followers, [---] engagements "USD/JPY Is it continuing towards [---] In [----] it was at [---] is there a chance that it will drop below [---] in this period as well 👀" [X Link](https://x.com/smilex_ms6868/status/1925145103573660110) 2025-05-21T11:02Z [---] followers, [--] engagements "@FirstSquawk And ASML is here too. 😳" [X Link](https://x.com/smilex_ms6868/status/1925501301221154822) 2025-05-22T10:37Z [---] followers, [--] engagements "$TLN and $AMZN (AWS) Talen Energy Corporation (Talen) announced that it has expanded its existing collaboration with Amazon Web Services in the field of nuclear energy" [X Link](https://x.com/smilex_ms6868/status/1932746476355981412) 2025-06-11T10:27Z [---] followers, [--] engagements "🔋 $CVX Chevron enters U.S. lithium sector with Smackover acreage purchases ❗" [X Link](https://x.com/smilex_ms6868/status/1934965815465459738) 2025-06-17T13:26Z [---] followers, [--] engagements "Obviously more than great for America. Something similar happened decades ago in Afghanistan everyone drove only Toyotas. Now I understand where this country is going in which direction. Congratulations on [--] % more expensive Toyota cars 🤣. It's crazy how excited some people are" [X Link](https://x.com/smilex_ms6868/status/1947981537812578561) 2025-07-23T11:26Z [---] followers, [---] engagements "Interest rate cuts are very likely but there is much more hidden behind this the likelihood of illegal tariffs excessive national debt and rising interest rates on loans the high probability of rising inflation.The coming years in the market will be interesting. The probability for the Fed to deliver a [--] bps rate cut in September has risen to 95%. https://t.co/SrRLkLaqxG The probability for the Fed to deliver a [--] bps rate cut in September has risen to 95%. https://t.co/SrRLkLaqxG" [X Link](https://x.com/smilex_ms6868/status/1963320566058025340) 2025-09-03T19:17Z [---] followers, [--] engagements "$BTC We have entered the final phase of the cycle in a month or two the peak and conclusion of the super cycle" [X Link](https://x.com/smilex_ms6868/status/1973380212571111722) 2025-10-01T13:31Z [---] followers, [--] engagements "$KVYO the company that powers smarter digital relationshipstoday announced it has been named the preferred marketing automation partner for WooCommerce the world's leading ecommerce platform. This partnership positions Klaviyo as the go-to marketing automation platform for WooC" [X Link](https://x.com/smilex_ms6868/status/1884229490999693506) 2025-01-28T13:18Z [---] followers, [--] engagements "$AVGO An important component of Metas AI infrastructure is the MTIA chip an acronym for Meta Training and Inference Accelerator. The first MTIA chip made its debut in [----] and was developed jointly with Broadcom" [X Link](https://x.com/smilex_ms6868/status/1884948858590933163) 2025-01-30T12:56Z [---] followers, [--] engagements "$BX Blackstone is in talks to buy a sizeable stake in a New York City 50-story office building from institutional investors of JPMorgan Asset Management. Blackstone's real estate business which manages $315.4 billion in total assets saw inflows of $27.9 billion in 2024" [X Link](https://x.com/smilex_ms6868/status/1885051591365189936) 2025-01-30T19:44Z [---] followers, [---] engagements "$TWLO Twilio management pointed out in its investor day presentation that its non-GAAP operating margin could land between 21% and 22%. That would translate into robust bottom-line gains since Twilio reported an adjusted operating margin of 16% in the previous quarter" [X Link](https://x.com/smilex_ms6868/status/1885292851325513780) 2025-01-31T11:43Z [---] followers, [--] engagements "$SMR NuScale Power Corp is engaged in the development of a new modular light water reactor nuclear power plant to supply energy for electrical generation district heating desalination hydrogen production and other process heat applications. Energy for AI" [X Link](https://x.com/smilex_ms6868/status/1887189336195530986) 2025-02-05T17:19Z [--] followers, [---] engagements "$MDAI Great progress in healthcare" [X Link](https://x.com/smilex_ms6868/status/1887878723547856928) 2025-02-07T14:58Z [--] followers, [---] engagements "$AIFF Reason for the steep rise: Firefly Neuroscience Accepted into NVIDIA Connect Program. I hope it can sustain this steep rise even after all this Not investment advice. 🤑👇" [X Link](https://x.com/smilex_ms6868/status/1889648747103027371) 2025-02-12T12:12Z [--] followers, [---] engagements "A perfect entry into the age of robotics and AI $AAPL is exploring both humanoid robots for its future smart home ecosystem with development still in the early proof-of-concept stage focusing more on user perception & sensing technology than physical design -- mass production likely wont begin until [----] 👀 https://t.co/m24juI5Sie $AAPL is exploring both humanoid robots for its future smart home ecosystem with development still in the early proof-of-concept stage focusing more on user perception & sensing technology than physical design -- mass production likely wont begin until [----] 👀" [X Link](https://x.com/smilex_ms6868/status/1889696442509349027) 2025-02-12T15:21Z [--] followers, [--] engagements "$NNE Nuclear Energy to be Included in MSCI USA Index as of February [--] - It's advanced nuclear energy. 👉NANO Nuclear Energy Inc. is a technology-driven nuclear energy company striving to become a commercially focused diversified and vertically integrated enterprise across five key areas: portable and microreactor technologies nuclear fuel fabrication nuclear fuel transportation space-based nuclear applications and industry consulting services. The company claims to be the first publicly listed portable nuclear microreactor firm in the U.S. Guided by a world-class nuclear engineering team" [X Link](https://x.com/smilex_ms6868/status/1890043484238749738) 2025-02-13T14:20Z [--] followers, [---] engagements "$TEM Tempus AI Inc. (TEM) a technology company at the forefront of leveraging artificial intelligence to advance precision medicine and patient care announced today a new partnership with the Follicular Lymphoma Innovation Institute (IFLI) a global nonprofit private foundation dedicated to accelerating the development of innovative therapies for patients with follicular lymphoma (FL). The partnership aims to develop and provide access to a multimodal de-identified real-world FL data library via Lens Tempus data analytics platform. This initiative will equip researchers with AI-driven insights" [X Link](https://x.com/smilex_ms6868/status/1890045366541705686) 2025-02-13T14:28Z [--] followers, [---] engagements "SILVER The commodity market and precious metals as a whole are doing very well in the stock market right now. Silver made a breakthrough today the way to the upside is open" [X Link](https://x.com/smilex_ms6868/status/1890371619412975661) 2025-02-14T12:04Z [--] followers, [--] engagements "$RXRX A biotechnology company focused on developing treatments for some of the most common modern diseases Recursion Pharmaceuticals Inc. is a clinical-stage TechBio company revolutionizing drug discovery through advanced biological decoding. Its proprietary Recursion Operating System (OS) an integrated platform built on diverse technologies maps and navigates trillions of biological and chemical relationships within the Recursion Data Universe. The company combines physical and digital components through iterative loops of atoms and bits scaling wet-lab biology and chemistry data into" [X Link](https://x.com/smilex_ms6868/status/1890391634665259346) 2025-02-14T13:24Z [--] followers, [----] engagements "$WGS GENEDX Holdings Corp: FY [----] Revenue Guidance: Projected to range between $350 million and $360 million. Exome/Genome Volume & Revenue Growth: Expected to achieve a minimum of 30% growth. Q4 [----] Revenue: Increased to $95.3 million" [X Link](https://x.com/smilex_ms6868/status/1891811740255461404) 2025-02-18T11:27Z [---] followers, [--] engagements "$NTLA Intellia Therapeutics Inc. is a clinical-stage genome editing company focused on developing curative therapies using Clustered Regularly Interspaced Short Palindromic Repeats (CRISPR) and CRISPR-associated protein [--] (Cas9) technology. CRISPR/Cas9 enables precise genome editing by modifying specific sequences of genomic DNA. Leveraging its modular platform Intellia is advancing both in vivo and ex vivo therapies for diseases with high unmet medical needs. Its lead in vivo candidate NTLA-2001 is being developed for the treatment of transthyretin (ATTR) amyloidosis while NTLA-2002 targets" [X Link](https://x.com/smilex_ms6868/status/1892234854709756055) 2025-02-19T15:28Z [--] followers, [----] engagements "$EOSE Eos Energy Enterprises Inc. is driving the transition to American energy independence with innovative zinc-based energy storage solutions for utility-scale microgrid and commercial and industrial applications. At the core of our cutting-edge systems is the advanced Znyth aqueous zinc battery engineered to overcome the limitations of traditional lithium-ion technology. Safe scalable efficient and sustainably manufactured in the U.S. this battery provides proven reliable energy storage for [--] to 12-hour applications. The company has developed a comprehensive intellectual property portfolio" [X Link](https://x.com/smilex_ms6868/status/1892285370479296892) 2025-02-19T18:49Z [---] followers, [----] engagements "$GLBE I'm going to add this to my portfolio today even though I already have $SHOP I don't see anything wrong with this purchase and it's at a discounted price. Global-E Online Ltd an Israel-based company operates as a leading software publisher in the e-commerce space offering its proprietary platform Global-e which enables direct-to-consumer cross-border e-commerce. With seven offices worldwide Global-e serves retailers and brands across the United States Europe and Asia helping them accelerate global growth. The platform is designed to streamline international transactions allowing" [X Link](https://x.com/smilex_ms6868/status/1892291195671322953) 2025-02-19T19:12Z [--] followers, [---] engagements "$ENVX today earnings after close. $ENVX The company that is very likely to supply batteries for smart glasses is a Silicon Valley company. Technically the company is currently in the right position to enter. 👀 https://t.co/CI0IN7s9Kc $ENVX The company that is very likely to supply batteries for smart glasses is a Silicon Valley company. Technically the company is currently in the right position to enter. 👀 https://t.co/CI0IN7s9Kc" [X Link](https://x.com/smilex_ms6868/status/1892302550918967724) 2025-02-19T19:57Z [--] followers, [---] engagements "@StockSavvyShay $TTD" [X Link](https://x.com/smilex_ms6868/status/1893959160951169448) 2025-02-24T09:40Z [--] followers, [---] engagements "$NVDA NVIDIAs Earnings: A Pivotal Moment for Markets Amid AI Competition and Investor Caution Todays highly anticipated NVIDIA quarterly earnings report stands as a midday focal point for global markets carrying significant implications for the broader tech sector. Investors are watching closely seeking reassurance amid concerns over NVIDIAs substantial investments in AI which have sparked skepticism despite the companys leading position in accelerated computing. The fear index (VIX) remains elevated as market participants brace for potential volatility with options pricing in an 8% move in" [X Link](https://x.com/smilex_ms6868/status/1894706846067269993) 2025-02-26T11:11Z [--] followers, [--] engagements "$RXRX Really good article read this the development of technology using AI is unstoppable. A new article in Pharmaceutical Technology looks at how Recursions data & AI-led approach is reshaping drug discovery and development. The story notes that what makes its technology distinctive is its use of high-throughput automation and proprietary data sets. Automation https://t.co/R0BUJx7okJ A new article in Pharmaceutical Technology looks at how Recursions data & AI-led approach is reshaping drug discovery and development. The story notes that what makes its technology distinctive is its use of" [X Link](https://x.com/smilex_ms6868/status/1902753379845120314) 2025-03-20T16:05Z [---] followers, [---] engagements "Interesting: $SLNO Soleno Surges Into Breakout On Hard-Won Obesity-Tied Approval Pulling Aardvark Higher 👇 https://investors.soleno.life/ https://investors.soleno.life/" [X Link](https://x.com/smilex_ms6868/status/1905284686143717870) 2025-03-27T15:44Z [---] followers, [--] engagements "$ISRG Today Intuitive Surgical (NASDAQ: ISRG) is set to report its Q3 earnings on Tuesday October [--] after the market closes. The consensus EPS estimate stands at $1.99 representing an 8.2% year-over-year increase while the consensus revenue estimate is $2.41 billion up 18.1% from the same quarter last year. Over the past two years Intuitive Surgical has exceeded EPS expectations 100% of the time and outperformed revenue estimates in 88% of the quarters. In the past three months analysts have made [--] upward and [--] downward revisions to EPS estimates while revenue estimates have seen [--] upward" [X Link](https://x.com/smilex_ms6868/status/1980642990667202654) 2025-10-21T14:31Z [---] followers, [---] engagements "$ISRG Intuitive Surgical press release: Q3 Non-GAAP EPS of $2.40 beats by $0.41. Revenue of $2.51B (+23.0% Y/Y) beats by $100M. The Company expects the following results for the full year of 2025:Worldwide da Vinci procedure growth of approximately 17% to 17.5% in [----] compared to 17% in [----]. Non-GAAP* gross profit margin to be within a range of 67% and 67.5% of revenue in [----] compared to 69.1% in [----]. This range includes an estimated impact from tariffs of 0.7% of revenue plus or minus [--] basis points. Non-GAAP* operating expense growth of 11% to 13% in [----] compared to 10% in 2024" [X Link](https://x.com/smilex_ms6868/status/1980728526190809376) 2025-10-21T20:10Z [---] followers, [--] engagements "$GEV Q3 GAAP EPS of $1.64 missed by $0.22. Revenue of $9.97B (+11.9% Y/Y) exceeded expectations by $810M. Orders reached $14.6B up 55% organically driven primarily by equipment demand in Power and Electrification. Backlog increased by $6.6B sequentially supported by growth in both equipment and services. The Gas Power equipment backlog and slot reservation agreements expanded from [--] GW to [--] GW. Adjusted EBITDA was $0.8B with an adjusted EBITDA margin of 8.1%.* Cash from operating activities totaled $1.0B and free cash flow was $0.7B. The company ended the quarter with a $7.9B cash balance" [X Link](https://x.com/smilex_ms6868/status/1980955564743016475) 2025-10-22T11:13Z [---] followers, [---] engagements "$HTO H2O (NASDAQ: HTO) Q3 Earnings Preview H2O is scheduled to report third-quarter financial results on Monday October [--] following the market close. The current consensus estimate calls for EPS of $1.18 consistent with the prior year and revenue of $238.5 million representing a 6.0% year-over-year increase. Over the past four quarters the company has exceeded EPS expectations in three of four periods (75%) and outperformed revenue estimates in 75% of instances. These results will provide further insight into H2Os operational execution and the sustainability of its top-line growth trajectory" [X Link](https://x.com/smilex_ms6868/status/1982862343471026683) 2025-10-27T17:29Z [---] followers, [---] engagements "$SOFI SoFi Technologies (NASDAQ: SOFI) Q3 Earnings Preview SoFi Technologies is scheduled to report third-quarter results on Tuesday before market open. Consensus estimates call for EPS of $0.09 on revenue of $895 million representing a year-over-year increase of over 28%. The San Franciscobased financial services firm continues to benefit from its diversification beyond core lending with growing contributions from technology financial services and digital asset initiatives. Analysts view SoFis ongoing investments in AI blockchain and crypto infrastructure as key long-term growth drivers." [X Link](https://x.com/smilex_ms6868/status/1982864158249853205) 2025-10-27T17:37Z [---] followers, [---] engagements "$BE Bloom Energy (NYSE: BE) Q3 Earnings Preview Bloom Energy is scheduled to report third-quarter results on Tuesday October [--] following the market close. Consensus estimates project EPS of $0.10 and revenue of $426.4 million reflecting a 29.1% year-over-year increase. Over the past two years the company has exceeded EPS estimates 38% of the time and surpassed revenue expectations in 50% of quarters. In the last three months EPS estimates have been revised upward eight times and downward three times while revenue estimates have seen seven upward and five downward revisions. These revisions" [X Link](https://x.com/smilex_ms6868/status/1982890682999054532) 2025-10-27T19:22Z [---] followers, [---] engagements "$TMDX TransMedics Group (NASDAQ: TMDX) is scheduled to report its third-quarter earnings results on Wednesday October 29th following the close of trading. The consensus earnings per share (EPS) estimate stands at $0.36 while the consensus revenue estimate is $144.76 million representing a 33.1% year-over-year increase. Over the past three months analysts have issued five upward revisions and no downward revisions to EPS estimates. Revenue projections have been adjusted six times upward and twice downward during the same period. https://twitter.com/i/web/status/1983509066363142581" [X Link](https://x.com/smilex_ms6868/status/1983509066363142581) 2025-10-29T12:19Z [---] followers, [---] engagements "$PWR Quanta Services Inc. (ticker: PWR) Strong catalysts working in favor The consensus EPS estimate is $3.26 (+19.9% YoY). If the company meets or exceeds this estimate it will be a strong signal. The consensus revenue estimate is $7.42 billion (+14.2% YoY). The company has beaten EPS estimates 100% of the time over the past two years and revenue estimates 75% of the time (as you state) this provides historical support that the PWR hit can succeed again. Over the past [--] months estimates have been revised upwards very often (18 times up for revenue) and almost never downwards this means that" [X Link](https://x.com/smilex_ms6868/status/1983622664913875099) 2025-10-29T19:51Z [---] followers, [---] engagements "$COMM CommScope (COMM) Shares Surge on Strong Q3 Results Shares of CommScope (COMM) rose approximately 10% in premarket trading on Thursday after the company reported better-than-expected third-quarter results. Revenue increased 50.6% year-over-year to $1.63 billion while adjusted EPS came in at $0.62 exceeding consensus estimates on both the top and bottom lines. RemainCo which represents the portion of CommScope that will remain following the divestiture of its Connectivity and Cable Solutions (CCS) segment reported net sales of $516.3 million up 49.4% year-over-year. The CCS" [X Link](https://x.com/smilex_ms6868/status/1983877739317768486) 2025-10-30T12:44Z [---] followers, [---] engagements "$ETN (Earnings) Eaton (ETN) is set to report Q3 results on Tuesday November [--] before the market opens. Consensus estimates call for EPS of $3.05 and revenue of $7.08 billion representing +11.7% year-over-year growth. Over the past two years Eaton has beaten EPS expectations in 100% of quarters and revenue estimates in 75%. However in the last three months analyst revisions have been [--] upward vs. [--] downward for EPS and [--] upward vs. [--] downward for revenue indicating moderate caution mainly around margins. Growth remains supported by strong demand in electrification data center power systems" [X Link](https://x.com/smilex_ms6868/status/1985401968366625253) 2025-11-03T17:41Z [---] followers, [---] engagements "$BWXT BWX Technologies Inc. (BWXT) ahead of its Q3 earnings release: Earnings release date: Monday November [--] [----] after market close. Consensus estimate: EPS $0.85 for Q3. Recent performance: In Q2 [----] BWXT reported EPS of $1.02 (vs. est. $0.79) and revenue of $764 M (up [--] % YoY) both beating expectations. Outlook raised: The company raised full-year [----] guidance to adjusted EPS of $3.65-$3.75 and free cash flow of $275$285 M. Key growth drivers: Strong positioning in nuclear energy defense and clean-energy applications. Backlog growth and contract wins supporting medium-term earnings" [X Link](https://x.com/smilex_ms6868/status/1985406184296497663) 2025-11-03T17:58Z [---] followers, [---] engagements "BWX Technologies press release (BWXT): Q3 Non-GAAP EPS of $1.00 beats by $0.14. Revenue of $866.3M (+28.9% Y/Y) beats by $69.7M. Record backlog of $7.4 billion up 119% year-over-year driven by large multi-year special materials projects Raising [----] non-GAAP EPS guidance to $3.75-$3.80; with adjusted EBITDA at mid-point of prior range and free cash flow at the higher-end FY25 revenue consensus of $3.12B Adj EPS of $3.73 Introducing preliminary [----] outlook calling for low-double-digit to low-teen adjusted EBITDA(1) growth and high-single-digit to low-double-digit non-GAAP EPS(1) growth" [X Link](https://x.com/smilex_ms6868/status/1985458483362238808) 2025-11-03T21:26Z [---] followers, [--] engagements "$TEM Tempus AI (ticker: TEM) will report third-quarter earnings on Tuesday November [--] after the market closes. The consensus estimate is for EPS of -$0.18 and revenue of $328.82 million representing +81.7% year-over-year growth. Over the past three months analysts have revised EPS estimates up five times and down none while revenue estimates have been revised up seven times and down three times. The company continues to post strong revenue growth but remains with negative margins and a high debt-to-equity ratio (258%). Revenue in the trailing twelve months is approximately $952 million up" [X Link](https://x.com/smilex_ms6868/status/1985676099368387039) 2025-11-04T11:50Z [---] followers, [----] engagements "$BTC I thank Binance for this sale without them it would not have happened on such a scale. The only question is what the further intentions are a break of support or a rebound upwards" [X Link](https://x.com/smilex_ms6868/status/1985812240709136884) 2025-11-04T20:51Z [---] followers, [---] engagements "$TLN Talen Energy GAAP EPS of $4.25 beats by $1.30 revenue of $812M beats by $69.83M" [X Link](https://x.com/smilex_ms6868/status/1986184465065123975) 2025-11-05T21:30Z [---] followers, [---] engagements "$RNDR 📈🤯+35%" [X Link](https://x.com/smilex_ms6868/status/1986906201259712906) 2025-11-07T21:18Z [---] followers, [---] engagements "$RBRK & $AMZN Rubrik inks strategic collaboration with Amazon Web Services 😳" [X Link](https://x.com/smilex_ms6868/status/1987890475143962748) 2025-11-10T14:29Z [---] followers, [---] engagements "$CSCO Cisco Systems (CSCO) Expectations Before Earnings Cisco Systems (NASDAQ: CSCO) will report its first-quarter fiscal [----] results after the market closes on Wednesday. Analysts expect the company to report earnings per share (EPS) of $0.98 up 7.7% from the prior-year quarter and revenue of about $14.8 billion up about 7%. San Jose Calif.-based Cisco remains a key player in developing the infrastructure that supports the spread of artificial intelligence. Increased demand for networking and data equipment has been a major contributor to order growth over the past year. The company beat" [X Link](https://x.com/smilex_ms6868/status/1988304636260852072) 2025-11-11T17:55Z [---] followers, [---] engagements "I agree but $BTC is not all bad it can still gain some lower liquidity to 98k but expect a strong and quick rebound. The trend will soon form into a bullish one next week at the latest it seems. Then it just needs to break the resistance area between 110k and 117k most likely in a second breakout. It looks like this will be a Christmas rally" [X Link](https://x.com/smilex_ms6868/status/1988701531915596129) 2025-11-12T20:12Z [---] followers, [---] engagements "$CSCO Cisco Systems (CSCO) Post-Earnings Comment Cisco Systems reported results for the latest quarter that slightly beat market expectations. Earnings per share (EPS) of $1.00 beat the consensus of $0.98 and revenue rose 8% to $14.88 billion also slightly above estimates ($14.78 billion). The growth structure remains healthy: product revenue grew 10% and service revenue grew 2% reflecting expanded demand for the companys core solutions in the networking data center and security segments. A gross margin of 68.1% confirms a sustainable cost structure and the companys ability to maintain" [X Link](https://x.com/smilex_ms6868/status/1988930954241433992) 2025-11-13T11:24Z [---] followers, [--] engagements "$BTC The support below could hold it for the next two or three weeks (maybe more) and consolidate and then a bounce could occur. However the bounce needs to be strong enough to retest the first resistance area and not too fast or the bears will finally take over. There's almost nothing else to say here" [X Link](https://x.com/smilex_ms6868/status/1990505554284847125) 2025-11-17T19:41Z [---] followers, [---] engagements "@StockSavvyShay Ondas is a real gem given its potential.💎" [X Link](https://x.com/smilex_ms6868/status/1991507818424463793) 2025-11-20T14:03Z [---] followers, [---] engagements "SIEMENS ENERGY Siemens Energy (SMEGF) Aggressive Shift to Growth + Capital Return Strategy Siemens Energy hit a new record this week after announcing that it will buy back up to [--] billion worth of shares over the next three years. This is the largest capital return program in the companys history and a clear signal from management that it views its shares as undervalued relative to future profitability. Why has the stock exploded this year The price has more than doubled in a year largely due to optimism about the growth in demand for energy solutions for data centers. The company is" [X Link](https://x.com/smilex_ms6868/status/1991562135814512987) 2025-11-20T17:39Z [---] followers, [--] engagements "$IBM & $CSCO IBM and Cisco Take Step Towards Quantum Network IBM and Cisco announced a five-year partnership to develop a distributed fault-tolerant quantum network that could connect multiple large quantum computers into a single coordinated system by the end of the decade. The goal is to demonstrate by [----] that qubits from different physically separate quantum computers are entangled using new network protocols and microwave-to-optical converters. This approach would enable computations beyond the capabilities of a single quantum machinefrom complex optimization to modeling materials and" [X Link](https://x.com/smilex_ms6868/status/1991599521705652585) 2025-11-20T20:08Z [---] followers, [--] engagements "Key macro problem: 💊(Read only if you are interested in the macroeconomic view of the market) Japan as an anchor of global liquidity - current situation; Thesis: Japan has financed the global carry trade for 20+ years because it had: interest rates [--] YCC (yield curve control) weak JPY What is happening now 10-year JGBs have risen (the Bank of Japan is gradually normalizing). BOJ is leaving the ultra-expansionary regime. The weak yen has turned around and is getting stronger. Why is this important When Japanese yields rise global investors repatriate capital: they buy less US/European bonds" [X Link](https://x.com/smilex_ms6868/status/1991877013863313876) 2025-11-21T14:31Z [---] followers, [---] engagements "(Read only if you are interested in the macro economy.) 👀 The BOJ is currently the most underrated global macro player. Their decision may be more important than a single Fed meeting as it directly affects: - global liquidity - USD-JPY carry trade - Japanese demand for foreign bonds - volatility in growth/small caps - real yields in the US. 3-month scenarios (Q4 [----] Q1 2026) based on BOJ moves (this is not a forecast or fortune telling just a personal view of the current situation with an assessment of personal position) -------------------------------------------------------- SCENARIO 1:" [X Link](https://x.com/smilex_ms6868/status/1991955622732894321) 2025-11-21T19:43Z [---] followers, [--] engagements "$IONQ has appointed Dr. Marco Pistoia as CEO of its subsidiary IonQ Italia Srl to strengthen the companys quantum computing strategy and accelerate its commercial expansion in Italy. Dr. Pistoia brings with him leading-edge expertise and years of experience in the deployment of advanced technologies in industrial environments which will significantly strengthen IonQs presence in the European space. Under his leadership IonQ Italia will accelerate the deployment of a comprehensive quantum platform from quantum computing to networking sensing and security solutions and increase the company's" [X Link](https://x.com/smilex_ms6868/status/1992907407198957790) 2025-11-24T10:45Z [---] followers, [----] engagements "$AMZN Amazon (AMZN) has announced a $50 billion investment in expanding AI and supercomputing capabilities for U.S. government agencies through AWS. For investors this is one of the strongest long-term moves in the government segment in recent years. Key points: AWS is adding [---] GW of AI/supercomputing capacity to its Top Secret Secret and GovCloud regions infrastructure that only a handful of providers can offer. AWS Trainium + Nvidia chip combination strengthens margins and reduces reliance on a single vendor. Government agencies get access to the entire AI stack: SageMaker Bedrock Amazon" [X Link](https://x.com/smilex_ms6868/status/1992996104598655004) 2025-11-24T16:37Z [---] followers, [--] engagements "$ZS Zscaler (ZS) shares rebounded after eight straight declines on Monday gaining 1.8% but remain under pressure as the stock is down -6.7% YTD while the S&P [---] has gained 16%. ZS has fallen another 13% in the past month reflecting investor caution ahead of its quarterly results. Wall Street expects first-quarter EPS of $0.86 (+11.7% YoY) and revenue of $773.9 million (+23.2% YoY). The key market focus will be on platform growth trends the expansion of AI-related use cases and the dynamics of new contract obligations (RPOs) as these are the most indicative of the health of demand. Despite" [X Link](https://x.com/smilex_ms6868/status/1993032208488313055) 2025-11-24T19:01Z [---] followers, [---] engagements "$TLN Talen Energy Completes Freedom and Guernsey Acquisitions" [X Link](https://x.com/smilex_ms6868/status/1993427398520357245) 2025-11-25T21:11Z [---] followers, [---] engagements "$ZS Zscaler (ZS) fell 8% in premarket trading after reporting its first-quarter fiscal [----] results on Tuesday beating analysts' expectations. The market's reaction reflects heightened valuation sensitivity in the cyber sector where high growth rates are already priced into share prices. Q1 FY26 Financial Results Zscaler reported the following key metrics for the quarter ended October 31: Adjusted EPS: $0.96 (consensus $0.86) GAAP EPS: $0.07 (consensus $0.11) Revenue: $788.1 million +26% YoY (consensus $773.9 million) Operating loss: $36.4 million ( 5% of revenue) reflecting continued" [X Link](https://x.com/smilex_ms6868/status/1993445438989459674) 2025-11-25T22:23Z [---] followers, [---] engagements "Ranking of the most important factors to watch RIGHT NOW: 👉 [--]. Fed/Interest Rates 👉 [--]. Global Liquidity (BoJ Bonds) 👉 [--]. Valuations (multiples are high) 👉 [--]. Labor Market (Unemployment CPI/PCE) 👉 [--]. Crypto as Sentiment 👉 [--]. Private Finance Credit Inaccuracies 👉 [--]. Geopolitics This is the hierarchy of influence on the markets in December 2025" [X Link](https://x.com/smilex_ms6868/status/1995594435703542190) 2025-12-01T20:42Z [---] followers, [--] engagements "$PATH UiPath (PATH) Reports After Market Close Today UiPath will report Q3 results today. The market expects EPS of $0.15 and revenue of $392.87 million. The company has one of the strongest track records of beating estimates in the software industry: 100% beat on EPS and 88% on revenue over the past two years. All (15) EPS and revenue revisions in the past three months have been upward with no downgrades. Additional key highlights ahead of the release: Macro-Resilient Automation: Demand for RPA remains robust even in an environment of constrained IT budgets. Analysts are watching to see if" [X Link](https://x.com/smilex_ms6868/status/1996236521427415243) 2025-12-03T15:14Z [---] followers, [---] engagements "Snowflake (SNOW): Q3 Non-GAAP EPS of $0.35 beats by $0.04. Revenue of $1.21B (+28.4% Y/Y) beats by $30M. Product revenue of $1.16 billion in the third quarter representing 29% year-over-year growth Net revenue retention rate of 125% [---] customers with trailing 12-month product revenue greater than $1 million [---] Forbes Global [----] customers Remaining performance obligations of $7.88 billion representing 37% year-over-year growth $SNOW Snowflake (SNOW) Preview before Q3 results (No investment advice) Snowflake will report Q3 results tomorrow after the market close. Wall Street expects EPS of" [X Link](https://x.com/smilex_ms6868/status/1996333228156703038) 2025-12-03T21:38Z [---] followers, [--] engagements "$RBRK Rubrik company reported adjusted earnings per share of $0.10 versus the consensus estimate of ($0.17). GAAP EPS was ($0.32) compared to the ($0.53) estimate. Revenue for the third quarter totaled $350M which was more than the $320.5M estimate. Subscription revenue accounted for the bulk of that increasing 52% year over year to $336.4M. Maintenance revenue accounted for $1.5M. Free cash flow was $76.9M which was much more than the $15.6M reported during the same quarter last year. The company's GAAP gross margin also improved to 80.5% compared to 76% one year ago. Looking ahead Rubrik" [X Link](https://x.com/smilex_ms6868/status/1996705728778981611) 2025-12-04T22:18Z [---] followers, [---] engagements "🚨 SoftBank-owned Arm Holdings ( ARM ) has signed a memorandum of understanding with the South Korean Ministry of Trade Industry and Resources to establish a chip design education center. 🔖Facts what was signed / planned 👇 On December [--] [----] the South Korean government and ARM signed a memorandum of understanding (MOU) to establish the ARM School which will train semiconductor design professionals. The school is scheduled to operate between [----] and [----] and train approximately [----] "industry-ready" chip designers (master's doctoral industrial workers). THE AGREEMENT includes four main" [X Link](https://x.com/smilex_ms6868/status/1996897179298910372) 2025-12-05T10:59Z [---] followers, [--] engagements "The US-Japan divergence creates a very clear macro setup: The Fed is cutting the BoJ is normalizing and futures markets are already signaling a repositioning and a narrowing of the USD-JPY interest rate differential. This is a typical precursor to yen appreciation. Not today because carry is still profitable but the structure is shifting. When that spread narrows enough carry unwinding happens quickly. And that is exactly the configuration we are seeing forming now. Bottom line: Yen appreciation is negative for the SP500 and liquidity shock for Nasdaq unless the FED offsets it with aggressive" [X Link](https://x.com/smilex_ms6868/status/1996909604920307999) 2025-12-05T11:48Z [---] followers, [--] engagements "- IonQ Inc. (NYSE: IONQ) has confirmed the continuation of its strategic partnership with the Korea Institute of Science and Technology Information (KISTI) and a contract to supply the 100-qubit IonQ Tempo quantum system for the South Korean National Quantum Program. The system will be integrated into the KISTI-6 supercomputing cluster representing the first hybrid quantum-classical integration on-site in South Korea. Remote access will be enabled via a secure private cloud infrastructure. [--]. Strengthening South Koreas National Quantum Infrastructure The project with KISTI continues Koreas" [X Link](https://x.com/smilex_ms6868/status/2003481830293450807) 2025-12-23T15:04Z [---] followers, [--] engagements "$AEHR Today PMC Earnings Call 5-Point Checklist 👇 [--] GaN Commercial demand confirmation (POC / pilot / production) + FY26 timeline [--] HBM / Memory Does the existing platform already have customer interest / validation [--] Revenue mix Clear explanation of the transition from SiC to AI / data center applications [--] Backlog Stabilization or improved visibility (even without numbers) [--] FY26 narrative Does management explicitly link GaN + HBM to future growth https://twitter.com/i/web/status/2009179133310288105 https://twitter.com/i/web/status/2009179133310288105" [X Link](https://x.com/smilex_ms6868/status/2009179133310288105) 2026-01-08T08:23Z [---] followers, [---] engagements "Applied Digital $APLD Q2 Results (yesterday PMC) EPS (non-GAAP): $0.00 a positive surprise of +$0.21 compared to expectations Revenue: $126.6 million +98.2% YoY and +$45.4 million above consensus Adjusted EBITDA: $20.2 million confirming the transition to operating leverage Key highlights: Very strong revenue growth driven by higher data center occupancy and scaling of HPC/AI infrastructure EBITDA clearly positive reducing financing risk and improving the quality of growth Results confirm APLD's investment thesis as an infrastructure AI/HPC play not just a "crypto" story Conclusion: Q2 report" [X Link](https://x.com/smilex_ms6868/status/2009183815294386461) 2026-01-08T08:42Z [---] followers, [---] engagements "$AEHR Q2 FY26 $AEHR reported $9.9M revenue (below expectations) but EPS beat consensus while the story is clearly a temporary one not structurally weak. Key: Sonoma booked $6M early in Q3 for AI CPU/GPU burn-in up to 2000W including a fully automated platform. Management reinstated H2 FY26 guidance ($28M revenue) and said it expects $70M bookings in H2 implying a very strong FY27. This confirms that demand is real and accelerating after the end of the quarter although revenue is still lagging. Don't just look at SiC as Aehr is positioning itself as a critical infrastructure for AI chip" [X Link](https://x.com/smilex_ms6868/status/2009545147210449346) 2026-01-09T08:37Z [---] followers, [--] engagements "🚨 $VST & $META Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid" [X Link](https://x.com/smilex_ms6868/status/2009582739671114091) 2026-01-09T11:07Z [---] followers, [--] engagements "ClearPoint Neuro $CLPT reports preliminary unaudited Q4 [----] revenue of $10.4 million (+20% YoY). FY2025 revenue estimated at $37 million (above consensus of $36.6 million). FY2026 guidance: $54-60 million supported by organic growth and IRRAflow integration. FY2025 EPS consensus: -$0.83. Q1 [----] revised results. https://twitter.com/i/web/status/2010722397637271606 https://twitter.com/i/web/status/2010722397637271606" [X Link](https://x.com/smilex_ms6868/status/2010722397637271606) 2026-01-12T14:35Z [---] followers, [---] engagements "🤜 $IonQ has promoted Leslie Kershaw to an expanded role as CISO. The former Cyber Architecture Manager for the U.S. Space Force (DELTA 6) with extensive national security experience will strengthen IonQs cyber and operational resilience as it scales its quantum infrastructure. A clear message: security reliability and defense standards are key to the future growth of quantum computing. https://twitter.com/i/web/status/2011450342441893915 https://twitter.com/i/web/status/2011450342441893915" [X Link](https://x.com/smilex_ms6868/status/2011450342441893915) 2026-01-14T14:48Z [---] followers, [---] engagements "👉 $TSM Earnings Call 5-Point Checklist (Q4) [--] AI revenue share AI/HPC revenue share and sequential growth [--] N3 / N2 utilization yields and demand commentary (Apple AI ASICs) [--] CapEx [----] confirmation or increase based on AI demand [--] Gross margin outlook impact of advanced nodes and pricing power [--] [----] growth narrative whether TSM confirms structural AI acceleration (not cyclical) Bottom line: AI mix + advanced nodes short-term EPS beat/miss. https://twitter.com/i/web/status/2011450801114190136 https://twitter.com/i/web/status/2011450801114190136" [X Link](https://x.com/smilex_ms6868/status/2011450801114190136) 2026-01-14T14:50Z [---] followers, [---] engagements "$ISRG fell on [----] procedure growth guide of 13-15% slightly below consensus but fundamentals are very strong. Q4 revenue of $2.87B (+19% YoY) clearly beat expectations and procedures grew +18% with Ion +44% and a record [---] new da Vinci systems in Q4. FY25 revenue of $10.06B (+21%) instruments & accessories +19% confirms that the recurring high-margin part of the business is accelerating. The weaker market reaction is due to expectations not demand deterioration $ISRG remains a structural growth story in healthcare robotics with a multi-year runway through indication expansion and the Ion" [X Link](https://x.com/smilex_ms6868/status/2011507800405688752) 2026-01-14T18:36Z [---] followers, [--] engagements "😳Japan Financial Perspective Ahead of Early Elections: Markets Are Not Nervous About Politics But Fiscal Consequences. Fiscal Risk: Promises of Tax Relief and Higher Public Spending Increase Fear of Further Growth of Already Extreme Public Debt. Bonds: JGB Yields Rise Market Demands Premium for Fiscal Indiscipline and Increased Debt Supply. Yen: Expected Fiscal Expansion + BoJs Limited Ability to Tighten = Pressure on Yen and Higher FX Volatility. BoJ Cornered: Higher Yields and Weaker Yen Limit Central Banks Room for Maneuver. Equities: Positive in the Short Term on Stimulus but Sensitive" [X Link](https://x.com/smilex_ms6868/status/2013262721941143626) 2026-01-19T14:50Z [---] followers, [--] engagements "🚨📈Silver at a new ATH Is this a continuation of silver's steep climb to $100" [X Link](https://x.com/smilex_ms6868/status/2013536409575940164) 2026-01-20T08:57Z [---] followers, [--] engagements "5 Key Reasons to Invest in Software; [--]. Software has become the operational core of companies It is no longer a support function but a critical infrastructure (ERP CRM data security workflow). Replacing these systems is expensive risky and time-consuming which creates high switching costs and stable revenues. [--]. AI enhances the value of the best platforms not displaces them 2024-2025 showed that AI does not destroy SaaS but rewards platforms with proprietary data distribution and integration into workflows. Providers that build AI into the core product win. [--]. Structural productivity growth" [X Link](https://x.com/smilex_ms6868/status/2014017346982002959) 2026-01-21T16:48Z [---] followers, [---] engagements "Why invest in software [--]. Software as the operational core of organizations $NOW: Digital workflow OS for the enterprise; extreme switching costs deep process integration. $PLTR: Decision-making operating system over real-time data. $AXON: Software as the backbone of justice and security systems. $RBRK: Data continuity as the existential condition of business. Key thesis: when software becomes a decision-making or operational system it is no longer a discretionary cost. [--]. AI as an amplifier of platforms with proprietary data $PLTR AIP: AI over operational and security data. $TEM: Genomic and" [X Link](https://x.com/smilex_ms6868/status/2014064487284793834) 2026-01-21T19:56Z [---] followers, [---] engagements "@StockSavvyShay This is a standard part of the qualification process. Hydrostatic tests are often performed to failure to confirm the safety margin of the design. The key is to ensure there is no collateral damage and production continues. 👍 After a nice correction 📈" [X Link](https://x.com/smilex_ms6868/status/2014289642195935395) 2026-01-22T10:50Z [---] followers, [---] engagements "$META The market often underestimates the feedback loop in Metas products meaning that ad revenue and new product revenue will likely grow faster than they are currently trading. Scalability of AI leverage: If AI is integrated into every aspect of the products it is not just a product improvement but an exponential revenue multiplier. And technically it looks great.👇 This is $META The trendline which is respected since Nov [----] Holds here- we go higher. And you look back &call it "Generational Buying Opportunity" https://t.co/FctlpDR5Af This is $META The trendline which is respected since" [X Link](https://x.com/smilex_ms6868/status/2014357676604477455) 2026-01-22T15:21Z [---] followers, [--] engagements "$ISRG Q4 Results: EPS (non-GAAP) $2.53 +$0.26 above expectations Revenue $2.87B +19.1% YoY Da Vinci Installed Base: [-----] (+12% YoY) Ion Installed Base: [---] (+24% YoY) Global Procedures +18% YoY Da Vinci +17% Ion +44% Da Vinci Q4 Installs: [---] (of which [---] Da Vinci 5) Ion Q4 Installs: [--] (down YoY) [----] Guidance: Da Vinci Procedures Growth 13-15% (slow vs. 2025) Gross Margin 67-68% (including 1.2% tariff impact) Opex Growth 11-15% ➡ Beat on Results Growth Normalization in [----] Ion remains a key accelerator. https://twitter.com/i/web/status/2014447710393532482" [X Link](https://x.com/smilex_ms6868/status/2014447710393532482) 2026-01-22T21:18Z [---] followers, [---] engagements "Why $INTC Intel Makes Sense Despite Everything Intel makes sense today not because it looks cheap but because: [--]. it stands at the intersection of: - sovereign manufacturing - AI infrastructure - system integration [--]. it has political and capital support that goes beyond classic P&L logic [--]. negative sentiment is already priced in positive execution is not yet This is not a stock for patient value investors but for strategic execution watchers. Intel moves to a buy moment when at least [--] of the [--] below are met with #1 being mandatory: ✅ Measurable and sustained yield improvement (MANDATORY)" [X Link](https://x.com/smilex_ms6868/status/2014618046963347518) 2026-01-23T08:35Z [---] followers, [---] engagements "🧐 $GOOG / $GOOGL & Sakana AI: Google reportedly joins investors in Japanese startup Sakana AI (Bloomberg report) Series B ($135M) follows valuation $2.6B Google investment amount undisclosed Sakana gets access to Google's core models Goal: strengthen Gemini's presence in Japan and accelerate AI adoption ➡ Strategic move for local AI ecosystem + model distribution not a short-term financial bet. https://twitter.com/i/web/status/2014620470729978178 https://twitter.com/i/web/status/2014620470729978178" [X Link](https://x.com/smilex_ms6868/status/2014620470729978178) 2026-01-23T08:45Z [---] followers, [---] engagements "🚨Japanese Bonds / BOJ Today: BOJ kept interest rate at 0.75% as expected. Despite the pause JGB yields remain elevated as BOJ simultaneously acknowledges higher core inflation and signals that policy normalization is still underway. Market reads this as: 👉no immediate hike but bias remains hawkish 👉pressure on bonds implications also for JPY 👉global carry trade. https://twitter.com/i/web/status/2014623612603388036 https://twitter.com/i/web/status/2014623612603388036" [X Link](https://x.com/smilex_ms6868/status/2014623612603388036) 2026-01-23T08:57Z [---] followers, [--] engagements "Gold $XAU: A Signal Not an Investment Engine Gold is a non-productive asset no cash flow no substitute for stocks or entrepreneurship. Its strength is not in perfect protection but in a signal of trust. The price increase is not a story about inflation but about how much the markets (dont) trust the system. Less trust higher gold price. In this context a gold price target of around $5400 makes perfect sense. $XAG Silver seems set to continue its journey to around $120. https://twitter.com/i/web/status/2015696103551717487 https://twitter.com/i/web/status/2015696103551717487" [X Link](https://x.com/smilex_ms6868/status/2015696103551717487) 2026-01-26T07:59Z [---] followers, [--] engagements "$IONQ $SKYT acquisition IonQ acquires SkyWater for $35/share (cash + shares) total value $1.8 billion Premium: +38% on 30-day VWAP Closing: Q2Q3 [----] SKYT shareholders: 4.46.7% of combined company Strategic: IonQ becomes the only vertically integrated quantum company with access to a trusted US foundry. Goal: accelerated testing of 200k-qubit QPUs by [----] (8k logical qubits). FY25 revenue expected at the high end or above $106110M. https://twitter.com/i/web/status/2015751763052171681 https://twitter.com/i/web/status/2015751763052171681" [X Link](https://x.com/smilex_ms6868/status/2015751763052171681) 2026-01-26T11:40Z [---] followers, [---] engagements "The acquisition does not guarantee $IONQ IonQ's success. But it does mean that: IonQ is no longer just betting on theory but on real-world feasibility. In quantum computing the winner will ultimately be the one who: doesn't have the best qubit in the lab but the most repeatable qubit in production. This acquisition is a clear step in that direction. $IONQ $SKYT acquisition IonQ acquires SkyWater for $35/share (cash + shares) total value $1.8 billion Premium: +38% on 30-day VWAP Closing: Q2Q3 [----] SKYT shareholders: 4.46.7% of combined company Strategic: IonQ becomes the only vertically" [X Link](https://x.com/smilex_ms6868/status/2015765342614622233) 2026-01-26T12:34Z [---] followers, [---] engagements "$CLS facts (Thursday): Shares 8% according to Digitimes report Google reportedly expanding TPU L10L11 assembly to Inventec and other Taiwanese manufacturers Celestica previously assembled TPU servers L10 Report speaks of a partial order redirection not necessarily a complete loss of the program No official confirmation Celestica did not respond to a request ➡ This is supply-chain noise / partial redistribution not a confirmed structural loss of business. https://twitter.com/i/web/status/2014370099134685472 https://twitter.com/i/web/status/2014370099134685472" [X Link](https://x.com/smilex_ms6868/status/2014370099134685472) 2026-01-22T16:10Z [---] followers, [---] engagements "Brookfield Renewable Partners $BEP Q4 Earnings Preview (Jan [--] before the open) Consensus: EPS -$0.38 (YoY down) Revenue $1.42 billion (-0.7% YoY). History: 100% EPS beat and 63% revenue beat over the last [--] years. Revisions (3M): EPS 2x up / 2x down Revenue 0x up / 2x down. Focus on release: Cash flow quality contract indexation capital discipline and comments on refinancing in a higher interest rate environment. https://twitter.com/i/web/status/2016943129333538878 https://twitter.com/i/web/status/2016943129333538878" [X Link](https://x.com/smilex_ms6868/status/2016943129333538878) 2026-01-29T18:34Z [---] followers, [--] engagements "$LEU ER Tuesday after close (Feb 10). Consensus: EPS: [----] (-49% YoY) Revenue: 147M (-3% YoY) Revisions for the last 3m: EPS revenue slightly expectations are stabilizing. Beat rate: 75% EPS / 50% revenue. Narrative: nuclear supply chain + HALEU + US energy security. Market will look forward (contracts/backlog) not back (YoY decline). KPIs to monitor: HALEU contracts & pipeline (DOE SMR projects) Backlog and long-term supply contracts Margins (SWU pricing fuel mix) Capex & production capacity Guidance [----] (revenue + EPS) Comment on demand from data center / AI energy If they confirm backlog" [X Link](https://x.com/smilex_ms6868/status/2020929441556582614) 2026-02-09T18:35Z [---] followers, [----] engagements "$LEU (Centrus Energy) Q4: GAAP EPS $0.79 ($-0.57 vs. estimate) Revenue $146.2 million (-3.6% YoY slightly lagging). Short-term noise but thesis remains tied to HALEU demand long-cycle nuclear fuel supply and US enrichment capacity. This is a multi-year story not a quarterly one. This is not investment advice. $LEU ER Tuesday after close (Feb 10). Consensus: EPS: [----] (-49% YoY) Revenue: 147M (-3% YoY) Revisions for the last 3m: EPS revenue slightly expectations are stabilizing. Beat rate: 75% EPS / 50% revenue. Narrative: nuclear supply chain + HALEU + US energy security." [X Link](https://x.com/smilex_ms6868/status/2021344510924734802) 2026-02-10T22:04Z [---] followers, [---] engagements "🚨 QUANTUM Norges Bank ($2T AUM) is increasing exposure to the quant sector and thats not a negligible signal. $200M position in $IONQ new positions in $RGTI and $QBTS more modalities more potential winners According to Wedbush this could mark the beginning of active institutional managers entering the quant space which has so far been driven primarily by retail and ETFs. Position sizes are still small but smart money validation of the sector is key. If the trend continues quant could move from a niche story to a more serious capital allocation. This is not investment advice." [X Link](https://x.com/anyuser/status/2021637102979428420) 2026-02-11T17:27Z [---] followers, [---] engagements "$ABCL AbCellera Biologics Inc is an antibody discovery and development engine that's specifically designed to address the barriers of conventional discovery finding the optimal clinical candidate with greater precision and speed getting to the clinic and patients sooner. Great $ABCL post here by Linden. Qualitative analysis is the key here as this doesnt show up in the spreadsheets. I talked about this in my AbCellera thesis article but I like Lindens analysis even better and he had EXPERIENCE in the field His post comes just after Pfizer Great $ABCL post here by Linden. Qualitative analysis" [X Link](https://x.com/smilex_ms6868/status/1887188431098302885) 2025-02-05T17:15Z [---] followers, [---] engagements "Illumina Inc. (NASDAQ: ILMN) and Tempus AI Inc. (NASDAQ: TEM) a technology company leading the adoption of AI to advance precision medicine and patient care today announced a collaboration to accelerate clinical adoption of next-generation sequencing tests through novel evidence generation. The collaboration will combine leading Illumina AI technologies with Tempuss comprehensive multimodal data platform to train genomic algorithms and ultimately accelerate clinical adoption of molecular testing for patients." [X Link](https://x.com/smilex_ms6868/status/1912181128716259819) 2025-04-15T16:28Z [---] followers, [---] engagements "$AXON Axon Enterprise (AXON) will report third-quarter [----] results today Tuesday November [--] after the market closes. Analysts are expecting earnings per share (EPS) of $1.54 (+6.2% YoY) and revenue of $704.8 million (+29.5% YoY). Over the past two years Axon has consistently beaten both earnings and revenue estimates indicating a solid performance. The stock is currently trading at around $732 well above previous levels representing a premium valuation. This price already undercuts strong performance and leaves little room for disappointment. Revenue estimates have been revised up [--] times" [X Link](https://x.com/smilex_ms6868/status/1985678037183029693) 2025-11-04T11:58Z [---] followers, [---] engagements "$HPE Hewlett Packard Enterprise (HPE) will report fourth-quarter results after the market closes on Thursday. Wall Street expects earnings of $0.58 per share on revenue of $9.91 billion up more than 16% year-over-year. The key demand acceleration is coming from the server and networking segments where building out AI infrastructure is driving structurally higher levels of investment for both hyperscalers and fast-growing AI companies. HPE beat consensus in the third quarter but gave a slightly more conservative outlook for the fourth quarter. The company then provided weaker guidance for" [X Link](https://x.com/smilex_ms6868/status/1996510109837508799) 2025-12-04T09:21Z [---] followers, [---] engagements "$TEM Tempus AI with a record year 2025: 🧐 Total Contract Value (TCV) $1.1 billion Data and Applications Revenue $316 million (+31% YoY) Insights (data licensing) +38% Net revenue retention 126% [--] biopharmaceutical clients (Pfizer Lilly Novartis Merck ) Strong growth visibility in 2026+. https://twitter.com/i/web/status/2010670957355053561 https://twitter.com/i/web/status/2010670957355053561" [X Link](https://x.com/smilex_ms6868/status/2010670957355053561) 2026-01-12T11:11Z [---] followers, [---] engagements "👀Northwestern Medicine and Tempus AI $TEM expand access to genomic testing for cancer patients. Goal: near-universal access to NGS testing even for early-stage cancers. Deeper genomics more personalized therapy Support clinical research and new treatments Tests: DNA/RNA liquid biopsy MRD Strengthening Tempus' leadership in precision oncology. $TEM Tempus AI with a record year 2025: 🧐 Total Contract Value (TCV) $1.1 billion Data and Applications Revenue $316 million (+31% YoY) Insights (data licensing) +38% Net revenue retention 126% [--] biopharmaceutical clients (Pfizer Lilly Novartis Merck" [X Link](https://x.com/smilex_ms6868/status/2010685970815828137) 2026-01-12T12:11Z [---] followers, [---] engagements "$ISRG Intuitive Surgical Earnings Reports Q4 Thursday After Close Consensus: EPS $2.27 (+2.7% YoY) Revenue $2.76B (+14.5% YoY) Last [--] years: 100% beat EPS & revenue Revisions: EPS [--] / [--] revenue [--] / [--] Focus: procedural growth systems instruments margins [----] guide ➡ High expectations quality of growth will matter not just beat. Checklist for the report day (what to watch out for) [--]. Procedural growth (KEY DRIVER) Is it staying mid-to-high teens % globally US vs. international (EU/Asia) Mix: general surgery vs. urology/gynecology [--]. Systems installed (da Vinci + Ion) Number of new systems in" [X Link](https://x.com/smilex_ms6868/status/2013999271368884419) 2026-01-21T15:36Z [---] followers, [---] engagements "Applied Digital $APLD Expands AI Infrastructure: Latest Delta Forge [--] Campus: [---] MW in the Southern US the first [---] MW facilities on [---] acres. Purpose: Hyperscale AI infrastructure with operational certainty and lasting value for communities. Start of operations: Mid-2027. In other locations: Polaris Forge [--] (400 MW North Dakota) the first [---] MW center launched Q4 [----]. Applied Digital is steadily building AI factories where power cooling and operational efficiency count. https://twitter.com/i/web/status/2014358440643068411 https://twitter.com/i/web/status/2014358440643068411" [X Link](https://x.com/smilex_ms6868/status/2014358440643068411) 2026-01-22T15:24Z [---] followers, [---] engagements "Energy and physical support as a necessary enabling layer for AI [--]. Electrical infrastructure and grid construction the first bottlenecks Quanta Services $PWR: construction and upgrade of transmission networks connection of data centers. Eaton $ETN: electrical distribution protection and power management. Exelon $EXC: regulated grids and nuclear base in the US. Talen Energy $TLN and Vistra $VST: power generation close to large AI loads. Key thesis: AI investments stop without physical connection to the grid. [--]. Base-load power generation for AI Constellation Energy $CEG: largest nuclear" [X Link](https://x.com/anyuser/status/2014374595822776738) 2026-01-22T16:28Z [---] followers, [----] engagements "$INTC Results (Q4): EPS $0.15 (vs. $0.09 consensus) Revenue $13.67B 4.1% YoY Segments: Client Computing: $8.19B (slightly below expectations) Data Center & AI: $4.74B (above expectations) Foundry: $4.51B Other: $574M Intel 18A: first products launched expansion underway (key milestone) Q1 Guidance: Revenue $11.712.7B (midpoint below consensus) EPS break-even (below expectations) Gross margin 32.3% Supply lowest in Q1 improving in Q2+ ➡ AI/DC stronger client still weak; 18A execution remains key investment variable. https://twitter.com/i/web/status/2014449347870564453" [X Link](https://x.com/smilex_ms6868/status/2014449347870564453) 2026-01-22T21:25Z [---] followers, [---] engagements "$SSNLF HBM4 & Nvidia $NVDA Samsung nears Nvidia certification for HBM4 AI memory final phase of qualification after September sample delivery (Bloomberg). HBM4 mass production: February target Key to joining SK Hynix and Micron in NVDA ecosystem (Rubin) AI RAM prices: +50% QoQ on excess demand Market already over-hyping the possibility of Samsung becoming Nvidias third strategic HBM supplier. https://twitter.com/i/web/status/2015691087738765426 https://twitter.com/i/web/status/2015691087738765426" [X Link](https://x.com/smilex_ms6868/status/2015691087738765426) 2026-01-26T07:39Z [---] followers, [---] engagements "$TSLA Q4: numbers are in thesis is not automotive Consensus points to $24.8 billion in revenue EPS $0.45 auto gross margin 14.8%. Q4 deliveries 418k (below consensus) -16% YoY. This alone does not solve the story. Market response will not depend on: short-term margins volume fluctuations pricing adjustments. The key is whether Tesla shifts the narrative from OEM to platform: - clear timeline for uncontrolled FSD and real-world safety validation - concrete steps towards scaling robotaxi/Cybercab - progress on Optimus (gen2) production path - signal that AI5 inference is not experimental but" [X Link](https://x.com/smilex_ms6868/status/2015861451441774903) 2026-01-26T18:56Z [---] followers, [---] engagements "$TEM why this matters Tempus AI has clinically validated IPS a multimodal AI biomarker that consistently outperforms TMB MSI and PD-L1 in predicting response to immunotherapy (ICI). [--] independent cohorts HR [----] stronger prognostic value Discovery of missed patients (e.g. MSS colorectal cancer HR 0.2) Expanding ICI potential to rare cancers (IPS-high 17% HR 0.26) Key thesis: AI + multimodal data better clinical decisions without additional testing as IPS acts as an adjunct to existing xT/xR tests. This is a transition from sequencing to algorithmic medicine with real clinical utility." [X Link](https://x.com/smilex_ms6868/status/2016144373486899273) 2026-01-27T13:40Z [---] followers, [----] engagements "$NET Why the market is reassessing Cloudflare Cloudflare is moving from CDN/security to AI-ready internet infrastructure. Key growth drivers: 1) Edge + AI inference (Workers AI AI Gateway) TAM expansion 2) Strong growth in large customers and high net retention 3) High gross margins (76-77%) confirm platform scalability 4) Network effect: security performance and AI on one global network Thesis: the market is no longer buying an internet utility but a platform for AI-infrastructure at the edge of the network. This is not investment advice. https://twitter.com/i/web/status/2016147754339180940" [X Link](https://x.com/smilex_ms6868/status/2016147754339180940) 2026-01-27T13:54Z [---] followers, [---] engagements "$GEV Q4 Preview GE Vernova reports Jan [--] before the open. Consensus: EPS $3.14 revenue $10.22 billion (-3.2% YoY). Revisions last [--] months: EPS: 4x up / 3x down stable profit picture Revenue: 2x up / 4x down focus will be on margins not growth What to watch out for when announcing 🔹 Free cash flow (FCF) confirms profit quality 🔹 Segment margins (Power / Wind / Grid) is operating leverage materializing 🔹 Orders & backlog signal of demand sustainability 🔹 Comments on capital discipline CAPEX working capital 🔹 [----] guidance mainly margins and FCF not revenue growth Key signal: the market" [X Link](https://x.com/smilex_ms6868/status/2016204321222955167) 2026-01-27T17:39Z [---] followers, [---] engagements "@BillAckman The real threat to civilization is not AI. The threat is that we will mismanage it as badly as we did social media only this time the stakes are higher" [X Link](https://x.com/smilex_ms6868/status/2016211476256592295) 2026-01-27T18:07Z [---] followers, [--] engagements "$RBRK Rubrik is: cloud-native API-first designed around cyber resilience / ransomware recovery enters the security budget no longer just the IT backup budget. This means: their revenues are now partly substitutes not correlated indicators of market health. I don't see CVLT as a leading indicator for RBRK. I see it as a lagging indicator of the lost position of legacy players. If anything CVLT's weakness is consistent with the thesis that Rubrik: - is taking share - is redefining the category - is moving from a "backup vendor" to a cyber resilience platform." [X Link](https://x.com/smilex_ms6868/status/2016256041080516859) 2026-01-27T21:04Z [---] followers, 11.5K engagements "$RBRK / CVLT Short-term correlation long-term competition The market often makes a mistake: it sees two companies labeled backup and punishes or rewards them at the same time However: - short-term price action correlation - structural competitive dynamics If CVLT is bad: this can be a bad signal for legacy spend and at the same time an acceleration of migration to RBRK. This will be reflected in a lag in: - net new ARR - large enterprise wins - dollar-based net retention. $RBRK - over the last few Qtrs Rubrik mgmt explained at length how they are outpacing competition and legacy platforms and" [X Link](https://x.com/smilex_ms6868/status/2016427149947810188) 2026-01-28T08:24Z [---] followers, [---] engagements "$RBRK Rubrik's win-vector is not backup Rubrik doesn't win because it's better backup. It wins because: - it sells ransomware recovery time not capacity - it integrates with Zero Trust SIEM identity stack - it enables immutable backups + instant recovery in the cloud. This is why: - CISOs are involved in the decision - deal size is growing - the competition is no longer just CVLT but also having nothing and risking nothing. This puts $RBRK in a higher value tier. How I see it right now (not with a trader mentality): - sentiment is still IPO-contaminated (overhang lock-up mindset) - market" [X Link](https://x.com/smilex_ms6868/status/2016431537189786077) 2026-01-28T08:41Z [---] followers, [---] engagements "$META Earnings Focus AMC key points to watch today: ARPU growth is it growing faster than user growth Advertising price Price per ad more than impressions AI CapEx is it leveling off or escalating Free Cash Flow is it positive despite AI investments Margins (Family of Apps) stable/growing despite AI costs Management signal ROI for advertisers and AI monetization https://twitter.com/i/web/status/2016439441703702904 https://twitter.com/i/web/status/2016439441703702904" [X Link](https://x.com/smilex_ms6868/status/2016439441703702904) 2026-01-28T09:13Z [---] followers, [---] engagements "$GEV Q4 & Multi-Year Outlook GE Vernova Beats Expectations: EPS $13.39 vs $10.26 Revenue $10.96 bn (+3.8% YoY) Orders $22.2 bn (+65% org.) Free Cash Flow $1.8 bn. 📌 Key Highlights: - $15 billion backlog growth in energy and electrification - $1.2 billion adjusted EBITDA (10.6%) $2.5 billion operating cash flow - [----] forecast: $4445 billion revenue 1113% EBITDA margin $55.5 billion free cash flow - [----] forecast: $56 billion revenue 20% EBITDA margin $24 billion cumulative free cash flow Segments: - Power: high organic growth 22% EBITDA margin - Wind: low double-digit growth 6% EBITDA margin" [X Link](https://x.com/smilex_ms6868/status/2016479846218572158) 2026-01-28T11:53Z [---] followers, [---] engagements "$GOOGL Energy Becomes AI Bottleneck Google Joins $425M Series E Funding in Redwood Materials (Battery Materials Energy Storage Recycling). The Signal is Clear: AI and Data Centers Demand Their Own Reliable and Price-Stable Energy. 📌 Why This Matters: Redwood = Vertical Integration: Materials Batteries Storage Grid Google Secures Energy Infrastructure for Data Center Growth Synergy with Recent Acquisition of Intersect ($4.75B) Energy + DC Infrastructure Moving from Compute Bottleneck to Energy Bottleneck Takeaway: Alphabet is not just investing in AI but in the physical layer of the AI" [X Link](https://x.com/smilex_ms6868/status/2016586213038178755) 2026-01-28T18:56Z [---] followers, [--] engagements "Microsoft (MSFT) Results Above Consensus: Revenue $81.3 billion (vs. $80.3 billion) EPS $4.14 (vs. $3.63) Cloud revenue $32.9 billion (vs. $32.4 billion) Cloud remains the main growth engine operating leverage is clearly reflected in EPS. Monetization of AI infrastructure is moving from investment phase to profitability phase. $MSFT KPIs to watch today: 1) Azure growth (CC) 2) AI contribution to Azure growth 3) Operating margin stability 4) CapEx guidance vs revenue growth My view: Defensively positive. MSFT is the most bond-like AI play today: stable cash flow + AI option. MSFT does not" [X Link](https://x.com/smilex_ms6868/status/2016620934611030499) 2026-01-28T21:14Z [---] followers, [---] engagements "Tesla (TSLA) 4Q earnings mixed picture: Revenue $24.9 billion (vs. $25.11 billion) Operating profit $1.41 billion (vs. $1.32 billion) Adjusted EPS $0.50 (vs. $0.45) Key: Despite a slight revenue miss margin discipline is improving. The market will focus less on vehicles and more on FSD AI roadmap energy and capex priorities. $TSLA KPIs that count today ER AMC: 1) Automotive gross margin ex-credits 2) Free Cash Flow (is it still positive) 3) FSD take-rate / regulatory progress 4) CapEx discipline (is AI eating up core biz) $TSLA KPIs that count today ER AMC: 1) Automotive gross margin" [X Link](https://x.com/smilex_ms6868/status/2016621469481181398) 2026-01-28T21:16Z [---] followers, [--] engagements "$NOW is a quality SaaS story with the addition of AI momentum. EPS + revenue beat: short-term positive reaction cRPO + buyback: medium-term growth confirmation AI integration: long-term upside The market should evaluate the quarter positively because there is clear growth + stable cash flow. $NOW Why I'm optimistic about reporting today: 1.) Sustained Subscription Revenue Growth The company has been showing stable double-digit growth for a long time indicating strong demand for workflow & enterprise platforms. Integrating AI into Now Assist potentially increases $NOW Why I'm optimistic about" [X Link](https://x.com/smilex_ms6868/status/2016625529642717386) 2026-01-28T21:32Z [---] followers, [---] engagements "Gold and Silver as mentioned a few days ago gold has well exceeded the [----] USD mark per ounce and given the strength this will continue to [----] USD. Silver also shows a lot of strength as it exceeded the [---] USD mark today and will also continue its path towards [---] USD. This is not investment advice. Gold $XAU: A Signal Not an Investment Engine Gold is a non-productive asset no cash flow no substitute for stocks or entrepreneurship. Its strength is not in perfect protection but in a signal of trust. The price increase is not a story about inflation but about how https://t.co/tYsb4Mv9Ij Gold" [X Link](https://x.com/smilex_ms6868/status/2016864987755471062) 2026-01-29T13:24Z [---] followers, [--] engagements "$NOW ServiceNow Inc ER - Sales $3.6B vs Est. $3.5B - EPS $0.92 vs Est. $0.89 - cRPO $12.9B -- up 25% YoY - $5B buyback plan authorized NOW business results are good but the market is buying future work not already delayed results. The beat itself didn't change the growth narrative so the stock adjusted downward. The stock fell because: 1.) Beat failed to meet very high expectations 2.) Market wants concrete measurable AI monetization (ballpark $ not just good pipeline signals) 3.) M&A and CapEx are hampering sentiment due to uncertainty around integration and dilution 4.) Anim on high" [X Link](https://x.com/smilex_ms6868/status/2016868119361265882) 2026-01-29T13:36Z [---] followers, [---] engagements "How to view today's market developments: It's a classic divergence between: - confirmed micro results - and macro expectations about the cost of capital and global stability. The market is not falling due to a lack of fundamental confirmation of AI growth. The market is falling because the macro framework remains uncertain primarily around: - the duration of high interest rates (Fed) - global tensions and ineffective monetary signals - consumer and investment sentiment distancing growth from risks. https://twitter.com/i/web/status/2016908460714033514" [X Link](https://x.com/smilex_ms6868/status/2016908460714033514) 2026-01-29T16:17Z [---] followers, [--] engagements "SoFi $SOFI Q4 Earnings Preview (Jan [--] pre-open) Consensus: EPS $0.11 (+120% YoY) Revenue $982m (+34% YoY). History: 75% EPS beat 100% revenue beat (2 years). Revisions: EPS 5x up revenue 11x up (3 months). Risks: Higher bond yields pressure loan demand; possible lower [----] EBITDA guide due to investments. Positive: Management typically guides conservatively and raises guidance later. Stock 7% below 20D MA volatility likely on release. https://twitter.com/i/web/status/2016939757540921630 https://twitter.com/i/web/status/2016939757540921630" [X Link](https://x.com/smilex_ms6868/status/2016939757540921630) 2026-01-29T18:21Z [---] followers, [---] engagements "Chevron $CVX Q4 Highlights EPS (non-GAAP) $1.52 +$0.08 beat Revenue $46.9 billion (-10.3% YoY but above expectations) Operating CF $10.8 billion adjusted FCF $4.2 billion 2025: production +12% global / +16% US (record) Reserve replacement 158% Dividend +4% to $1.78/q Key: Strong cash flow production growth and capital discipline despite lower revenues. https://twitter.com/i/web/status/2017211369364263143 https://twitter.com/i/web/status/2017211369364263143" [X Link](https://x.com/smilex_ms6868/status/2017211369364263143) 2026-01-30T12:20Z [---] followers, [--] engagements "Interesting month-end / Market snapshot (Friday): Technology: clear pullback/correction profit taking after strong AI run more pressure on multiples than fundamentals Gold: relative strength signal of erosion of confidence not growth in real productivity Silver: more volatile lagging behind gold industrial component feels cooling expected and necessary decline Oil: stable to slightly higher geopolitical premium + limited supply DXY: stronger dollar tailwind for risk-on and commodities Overall picture: the market is moving from euphoria to selective risk. Not a market flight but a rotation and" [X Link](https://x.com/smilex_ms6868/status/2017213060117602425) 2026-01-30T12:27Z [---] followers, [--] engagements "SoFi $SOFI Fundamental Story Accelerating EPS $0.13 (beat) Revenue $1.03 billion (+40% YoY) Record EBITDA $318 million (+60%) operating leverage is working Commissions +53% decreasing dependence on interest rate cycle Members [----] million (+35%) Products [----] million (+37%) platform impact [----] guidance: 30% revenue growth EBITDA margin 34% EPS $0.60 (above consensus) The bottom line: SoFi is transitioning from growth to a scalable high-margin financial platform with increasing recurring revenue. The market is still talking about the cycle the company is already building a post-cycle" [X Link](https://x.com/smilex_ms6868/status/2017214345214656673) 2026-01-30T12:32Z [---] followers, [---] engagements "AMD $AMD Q4 pre-release; Tuesday AMC Consensus: EPS $1.32 (+21% YoY) Revenue $9.67 billion (+26% YoY). Thesis remains data center + AI. Key KPIs for ER: Data Center segment growth (EPYC ASP + cloud share) AI GPU revenue visibility 2025-26 (MI355 / MI450 / MI455) Production timeline + customer engagement Gross margin & pricing power commentary Guidance (excl. China / MI308) AMD = data center execution + AI roadmap credibility. https://twitter.com/i/web/status/2018331468238348700 https://twitter.com/i/web/status/2018331468238348700" [X Link](https://x.com/smilex_ms6868/status/2018331468238348700) 2026-02-02T14:31Z [---] followers, [---] engagements "$SNOW before ER Snowflake has inked a multi-year $200M deal with OpenAI that brings models (e.g. GPT-5.2) directly into Snowflake Cortex AI. This strengthens SNOW as an enterprise AI data layer AI where the data already lives with security and governance. Why it matters: Accelerates Cortex / AI agent monetization Increases enterprise customer stickiness Moves SNOW higher in the AI value stack (data inference agents) ER KPIs (Feb 25): Product revenue & YoY growth Remaining Performance Obligations (RPO) Cortex AI usage / revenue Gross margin & FCF trend FY26 Guidance (AI contribution) Thesis:" [X Link](https://x.com/smilex_ms6868/status/2018334407241707965) 2026-02-02T14:43Z [---] followers, [---] engagements "$ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players for electrification data centers and energy infrastructure. The market will look less at the quarter and more at the visibility of orders + margins. ER control KPIs: Organic revenue growth (Electrical Americas / Global) Orders & backlog (data center + grid) Segment operating margins FCF conversion FY guidance (EPS & organic growth) AI/DC demand commentary Thesis: ETN = long-term electrification winner short-term execution and margin driven not macro driven." [X Link](https://x.com/smilex_ms6868/status/2018361087964643561) 2026-02-02T16:29Z [---] followers, [---] engagements "$PLTR Why do I believe this story Because Palantir is not an application but an operational layer where models are executed not just run. This is the difference between: - AI feature - AI execution environment The market still misvalues this difference so framing broader SaaS decline really misses the point. Palantir is: - decision infrastructure Its differentiation is in: - integration into real-world decision flows - accountability (audit governance) - operational feedback loops Palantirs moat is: - cumulative institutional experience - not IP not model not code This is one of the hardest" [X Link](https://x.com/smilex_ms6868/status/2018391005137981523) 2026-02-02T18:28Z [---] followers, [---] engagements "Electrification is a key bottleneck for the future of artificial intelligence $ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players for electrification data centers and energy infrastructure. The market will look less at the quarter and more at the visibility of orders + margins. ER control KPIs: Organic https://t.co/RtulEdWXJp $ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players for electrification data centers and energy infrastructure. The market will look less at the quarter and more at the visibility of orders" [X Link](https://x.com/smilex_ms6868/status/2018398835622490155) 2026-02-02T18:59Z [---] followers, [--] engagements "$PLTR after ER 📈💪 Palantir reaffirms the thesis: AI as an operational layer not an experiment. Growth is driven by commercial AI contracts a strong demand pipeline and high operational discipline. Key highlights: Acceleration in AIP / commercial segment High revenue visibility and long-term contracts Strong operational leverage AI monetization real cash flow not promises The market still values the story as a cycle. PLTR is increasingly behaving like a platform with a permanent moat. This is not just a good quarter it is a structural confirmation of the thesis" [X Link](https://x.com/smilex_ms6868/status/2018433568817520685) 2026-02-02T21:17Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@smilex_ms6868 smilex & Trading
smilex & Trading posts on X about ai, strong, eps, market the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
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- [--] Week [------] +247%
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- [--] Year [------] +226%
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- [--] Months [--] -25%
- [--] Year [--] +15%
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- [--] Week [---] +4.10%
- [--] Month [---] +32%
- [--] Months [---] +12%
- [--] Year [---] +96%
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Social Influence
Social category influence stocks finance technology brands cryptocurrencies exchanges countries automotive brands currencies travel destinations financial services
Social topic influence ai, strong, eps, market, growth, key, investment, flow, cash flow, q4
Top accounts mentioned or mentioned by @stocksavvyshay @smilexms6868 @philipcalang @theronnievshow @youtube @benzinga @armeniatrader @lefkofsky @samsolid57 @firstsquawk @billackman @equiseia
Top assets mentioned Cisco Systems Inc (CSCO) Tempus AI, Inc. (TEM) Electroneum (ETN) IonQ, Inc. (IONQ) TALEN ENERGY CORP (DE) (TLN) Rubrik, Inc. (RBRK) GE Vernova Inc. (GEV) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Astera Labs, Inc. (ALAB) Snowflake Inc. (SNOW) Intuitive Surgical, Inc. (ISRG) Cloudflare, Inc. (NET) Cameco Corporation (CCJ) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) RAI Finance (SOFI) Recursion Pharmaceuticals, Inc. (RXRX) Bitcoin (BTC) Nebius Group N.V. Class A Ordinary Shares (NBIS) Mario Coin (COIN) XRP (XRP) Blackstone, Inc. (BX) Exelon Corporation (EXC) Bloom Energy Corporation (BE) Quanta Services Inc (PWR) Arm Holdings plc (ARM) Metadium (META) Palantir Technologies Inc. (PLTR) Now Coin (NOW)
Top Social Posts
Top posts by engagements in the last [--] hours
"A smart investment $VST $NNE $GEV $BWXT A List of Nuclear Stocks UPDATED: Small Modular & Micro Reactors $SMR NuScale $OKLO Oklo $NNE NANO Nuclear $RR.L Rolls Royce $GEV GE Vernova $BWXT BWX Technologies Services and Equipment $LEU Centrus Energy $CW Curtiss-Wright $GEV GE Vernova $BWXT BWX Technologies $PWR Quanta https://t.co/XnDyF7n6GT A List of Nuclear Stocks UPDATED: Small Modular & Micro Reactors $SMR NuScale $OKLO Oklo $NNE NANO Nuclear $RR.L Rolls Royce $GEV GE Vernova $BWXT BWX Technologies Services and Equipment $LEU Centrus Energy $CW Curtiss-Wright $GEV GE Vernova $BWXT BWX"
X Link 2024-11-21T22:26Z [--] followers, [--] engagements
"$CRDO a good position to move to the next phase"
X Link 2024-11-26T14:57Z [--] followers, [--] engagements
"$BTC Finally🥇 BREAKING: US Treasury says #Bitcoin is like digital gold. https://t.co/TJqnadolbz BREAKING: US Treasury says #Bitcoin is like digital gold. https://t.co/TJqnadolbz"
X Link 2024-12-07T21:31Z [--] followers, [--] engagements
"@TheRonnieVShow Hello Ronnie I would like to ask for your opinion and analysis regarding $COP. Thank you very much for all the analysis so far"
X Link 2024-12-09T10:35Z [--] followers, [--] engagements
"TESLA Christmas LightShow [----] - Slovenia via @YouTube https://youtu.be/kVnyGLGVGQEsi=VE9AGJ-nStUP1Q81 https://youtu.be/kVnyGLGVGQEsi=VE9AGJ-nStUP1Q81"
X Link 2024-12-10T11:11Z [--] followers, [--] engagements
"$BTC Look ahead let time take its course"
X Link 2024-12-15T20:55Z [--] followers, [--] engagements
"@Benzinga $FDX is an exception according to others there is a bear walking around the market"
X Link 2024-12-20T10:33Z [--] followers, [--] engagements
"$XRP it's true 👇 $XRP $RIPPLE is pumping like expected and nothing can stop it Dont miss those chances Trade with me at the largest crypto exchange 👇 https://t.co/nrq4sSambF Dont be surprised if $XRP trades above 5$ next months https://t.co/UqBxJIb4Kw $XRP $RIPPLE is pumping like expected and nothing can stop it Dont miss those chances Trade with me at the largest crypto exchange 👇 https://t.co/nrq4sSambF Dont be surprised if $XRP trades above 5$ next months https://t.co/UqBxJIb4Kw"
X Link 2025-01-14T21:15Z [--] followers, [--] engagements
"$XRP Look at the Market Cap amazing"
X Link 2025-01-16T13:00Z [--] followers, [--] engagements
"$WMT / $SYM Added value for both companies. $SYM strengthens its $WMT partnership with a $520M deal -- acquiring its robotics division and expanding into eCommerce -- adding $5B+ to its backlog & a $300B market opportunity 👀 https://t.co/K9SylYDESv $SYM strengthens its $WMT partnership with a $520M deal -- acquiring its robotics division and expanding into eCommerce -- adding $5B+ to its backlog & a $300B market opportunity 👀 https://t.co/K9SylYDESv"
X Link 2025-01-16T13:10Z [--] followers, [--] engagements
"$AMZN All time high"
X Link 2025-01-22T15:10Z [--] followers, [--] engagements
"👍 and $BTC $XRP The year of three Kings 😉 [----] Is The Year Of $SUI. [----] Is The Year Of $SUI"
X Link 2025-01-26T17:13Z [--] followers, [--] engagements
"$HPE The Dept. of Justice has prepared a lawsuit and is ready to challenge Hewlett Packard Enterprise's (HPE) planned acquisition of Juniper Networks (JNPR) if the companies try to close the deal this week"
X Link 2025-01-29T15:02Z [--] followers, [---] engagements
"Amazon is the leading online retailer and marketplace for third party sellers.Retail related revenue represents approximately 75% of total followed by Amazon Web Services' cloud computing storage database and other offerings (15%) advertising services (5% to 10%) and other"
X Link 2025-01-29T15:08Z [--] followers, [--] engagements
"$NXE is a Canadian uranium development company focused on advancing its flagship Rook I Project in Saskatchewan. NexGen is well-placed to meet rising demand. The companys focus on high-grade uranium deposits and sustainable mining practices underscores its strategic importance"
X Link 2025-01-29T20:12Z [--] followers, [--] engagements
"$BX Blackstone Inc. Acquires Potomac Energy Center to Power AI Revolution and Data Centers in Virginia. Tommorow earnings"
X Link 2025-01-29T20:19Z [---] followers, [--] engagements
"There could also be some further good news for Broadcom in the shape of a potential $15 billion to $25 billion investment in ChatGPT-developer OpenAI from Japans SoftBank Group as reported by The Wall Street Journal"
X Link 2025-01-30T12:59Z [--] followers, [--] engagements
"$BX Blackstone Inc. Acquires Potomac Energy Center to Power AI Revolution and Data Centers in Virginia. Today Earnings"
X Link 2025-01-30T14:35Z [---] followers, [---] engagements
"$EOS Energy Enterprises Inc. is accelerating the shift to American energy independence with positively ingenious solutions that transform how the world stores power. Znyth aqueous zinc battery was designed to overcome the limitations of conventional lithium-ion technology"
X Link 2025-01-30T18:57Z [---] followers, [--] engagements
"$HPE and $JNPR Hewlett Packard Enterprise and Juniper said they "strongly oppose" the lawsuit and plan to "vigorously" defend the transaction in court according to a statement on Thursday"
X Link 2025-01-30T19:09Z [---] followers, [---] engagements
"$EXC $VST $CEG $TLN Due to the need for more electricity for AI energy stocks are trading more actively"
X Link 2025-01-30T19:39Z [--] followers, [---] engagements
"$ORCL Today +57% The idea behind Oracles latest offerings which are available through its Oracle Fusion Cloud Supply Chain and Manufacturing platform is to help employees deal with everything from product inspections to providing detailed delivery instructions for goods"
X Link 2025-01-30T20:33Z [--] followers, [--] engagements
"$CRSP Vertex Pharmaceuticals announced Friday a reimbursement agreement with Englands National Health Service (NHS) to allow patients with sickle cell disease (SCD) to access its gene-edited therapy Casgevy developed with CRISPR Therapeutics (CRSP).Today it is trading at $4209"
X Link 2025-01-31T12:00Z [--] followers, [---] engagements
"$VST Vistra which owns electricity generation and electricity retail grew by 258% in the year overtaking Nvidia. The so-called hyperscalers giants like Alphabet Microsoft and Amazon havent indicated theyre slowing down their data center buildouts"
X Link 2025-01-31T12:22Z [--] followers, [---] engagements
"Important 👇 Japanese Prime Minister Shigeru Ishiba will hold talks with OpenAI CEO Sam Altman and SoftBank Group [----] CEO Masayoshi Son on Monday the Japanese government said on Friday. The project also includes $ORCL"
X Link 2025-01-31T12:28Z [--] followers, [--] engagements
"EU Gas 🚩 The EU has 20% less gas reserves than last year. Eastern European countries want a deal with Russia and President Trump recently called on the EU to buy American liquefied natural gas. Prices are currently high. The question is who will make the deal here"
X Link 2025-01-31T13:51Z [--] followers, [--] engagements
"$MDB MongoDB Inc. provides a general-purpose database platform. Overall MongoDB was covered by [--] analysts with an average price target of $400 representing a more than 40% increase from current levels"
X Link 2025-01-31T14:14Z [---] followers, [--] engagements
"$SERV While some are debating the king of robotics $NVDA just for your information the owner with the largest stake in $SERV Serve Robotics is right $NVDA 👇Its up 75% Today"
X Link 2025-01-31T14:57Z [--] followers, [---] engagements
"@StockSavvyShay I completely agree. I doubled $ALAB this week myself. I'm not selling $NVDA yet it has potential"
X Link 2025-01-31T15:32Z [--] followers, [---] engagements
"Snowflake stores unstructured and semi-structured data that can then be used in analytics to generate insights stored in its data warehouse.Its data exchange capabilities allow companies to purchase and consume datawhile its data solutions can be hosted in various public clouds"
X Link 2025-01-31T18:07Z [--] followers, [--] engagements
"$SNOW is trading at $184.5. RSI indicators show that the stock is currently neutral with an average price target of $199.8"
X Link 2025-01-31T18:07Z [--] followers, [--] engagements
"@StockSavvyShay I would also add $OKLO here. 😉"
X Link 2025-02-02T17:01Z [--] followers, [---] engagements
"$SILVER Silver also draws a nice graph if you are interested in precious metals"
X Link 2025-02-03T17:21Z [--] followers, [---] engagements
"$LNG There will be no shortage of gas. 🤣"
X Link 2025-02-03T17:48Z [--] followers, [--] engagements
"$ATAI Atai Life Sciences a clinical-stage biopharmaceutical companydevelops and invests in various therapeutics to treat depressionanxiety addictionand other mental health disorders.Another company with growth in this development sector.Will there be an obvious need for this"
X Link 2025-02-03T17:58Z [--] followers, [---] engagements
"$GOOG / $GOOGL Today after close Earnings report 👇"
X Link 2025-02-04T09:26Z [--] followers, [--] engagements
"Sanctions on paper. Like everything in the EU. 👇 The EU is undisputed global hub for transshipment of Western goods to Russia via out-of-the-way places like Kyrgyzstan. This has gone on for [--] years with Brussels looking the other way all this time. So please spare us the fake moral outrage at the US. You have no right. https://t.co/b7jZSrW3fH The EU is undisputed global hub for transshipment of Western goods to Russia via out-of-the-way places like Kyrgyzstan. This has gone on for [--] years with Brussels looking the other way all this time. So please spare us the fake moral outrage at the US."
X Link 2025-02-04T10:06Z [--] followers, 11.4K engagements
"@ArmeniaTrader I doubt $CMG will go lower let's wait for the results. They are investing a lot they are also investing in high-tech equipment of their stores they are increasing the number of stores. The company is of high quality my opinion I could be wrong"
X Link 2025-02-04T14:11Z [--] followers, [---] engagements
"📈 Precious metals $GOLD $SILVER and $PAAS all nicely up at the moment.🧐"
X Link 2025-02-05T11:52Z [--] followers, [---] engagements
"OpenAI's Altman plans to visit the United Arab Emirates this week to discuss fundraising with Abu Dhabi-based investment group MGX as the ChatGPT maker seeks to raise about $40 billion to fuel the development of its Stargate plan"
X Link 2025-02-05T15:07Z [--] followers, [--] engagements
"@philip_calang In my opinion a big problem especially for $TSLA because $VW will start producing Chinese electric vehicles"
X Link 2025-02-05T15:14Z [---] followers, [--] engagements
"@philip_calang XX"
X Link 2025-02-05T15:48Z [--] followers, [--] engagements
"$NET is a cloud connectivity company that offers a range of services to enterprises of all sizes and geographies. Its network serves as a scalable unified control plane to deliver security performance and reliability across on-premises hybrid and software-as-a-service app"
X Link 2025-02-05T16:16Z [--] followers, [--] engagements
"$NET One of the key winners of the AI revolution is transforming AI deployment at the edge"
X Link 2025-02-05T16:24Z [--] followers, [--] engagements
"Semgrep whose clients include Hashicorp $HCP Gitlab $GTLB and Snowflake $SNOW uses AI to identify security bugs helping developers write more secure code. Demand for automated security programs has also increased amid rising cyber threats. (AI)"
X Link 2025-02-05T16:30Z [--] followers, [---] engagements
"In Germany new car sales fell by 2.8% in January while sales of new electric cars increased by 53% in the first month of [----]. Tesla sales in Germany Europe's largest car market meanwhile fell by almost 60% (-59.5%)"
X Link 2025-02-06T09:54Z [--] followers, [---] engagements
"January was also a bad month for Tesla in other European countries: France -63% UK -18% Spain -75% Norway -40% Netherlands -42% Sweden -46% Denmark -40% and Portugal -31%. At the European level Tesla's January sales fell by 50%"
X Link 2025-02-06T09:55Z [--] followers, [--] engagements
"Today EARNINGS After Close $AMZN $NET $AFRM 👇"
X Link 2025-02-06T11:46Z [--] followers, [---] engagements
"$ENVX The company that is very likely to supply batteries for smart glasses is a Silicon Valley company. Technically the company is currently in the right position to enter. 👀"
X Link 2025-02-07T14:45Z [--] followers, [----] engagements
"$INOD I notice that it's popular today 👇📈 Innodata Inc.: A Leading Data Engineering Company Innodata Inc. is a global data engineering company specializing in artificial intelligence (AI) solutions and digital transformation services. The company operates through three key segments: Digital Data Solutions (DDS) Synodex and Agility providing AI-driven data preparation industry-specific platforms and marketing communication solutions. Headquartered in Ridgefield Park New Jersey Innodata serves a diverse range of industries including banking insurance financial services technology digital"
X Link 2025-02-21T14:02Z [--] followers, [---] engagements
"$GTLB Today earnings after close. GitLab exceeded analysts revenue expectations by 4.3% last quarter reporting revenues of $196 millionan increase of 31% year over year. It was a strong quarter for the company with next quarters EPS guidance surpassing analysts expectations and a solid beat of analysts EBITDA estimates. This quarter analysts expect GitLabs revenue to grow by 25.9% year over year to $206.2 million a slowdown from the 33.3% increase recorded in the same quarter last year. Adjusted earnings are projected to reach $0.23 per share. GitLab is the company behind the most"
X Link 2025-03-03T11:18Z [--] followers, [--] engagements
"$ENVX Enovix is strategically positioned to capitalize on the increasing demand for high-capacity batteries across smartphones IoT EVs and defense markets with major OEMs already engaged in partnerships. Despite a high price-to-sales (P/S) ratio Enovixs strong growth trajectory and recent revenue improvements support its valuation although risks remain including potential delays in customer qualification and geopolitical uncertainties. Analysts reaffirm a bullish outlook on Enovix (NASDAQ: ENVX) driven by advancements in mass production capacity in Q4 [----]. Previously the focus was on"
X Link 2025-03-03T11:39Z [---] followers, [----] engagements
"$ASTS Today earnings after close AST SpaceMobile (NASDAQ: ASTS) is set to announce its Q4 earnings results on Monday March 3rd after market close. Analysts project a consensus earnings per share (EPS) estimate of -$0.18 reflecting an 83.2% year-over-year improvement. The consensus revenue estimate stands at $2.38 million. Over the past two years AST SpaceMobile has exceeded EPS estimates 25% of the time and revenue estimates 25% of the time. In the last three months EPS estimates have seen one upward revision with no downward adjustments"
X Link 2025-03-03T13:50Z [--] followers, [---] engagements
"$PATH UiPath Expands Global Access to Major EMR Platform Enhancing Automation for Healthcare UiPath (NYSE: PATH) a leading enterprise automation and AI software company has announced a new global consulting agreement with a major Electronic Medical Records (EMR) platform. This agreement accelerates professional services programs for customers in [--] additional countries significantly expanding UiPaths capabilities in healthcare automation. EMRs are the foundation of modern healthcare streamlining connectivity between patients providers and payers. However the high volume of administrative"
X Link 2025-03-03T14:47Z [--] followers, [---] engagements
"$EOSE I like this approach to analysis. Read it. 🧐 Here's a portion of what I shared with subscribers on Monday about my updated thoughts on $EOSE 👇 https://t.co/VRKSmyyC5d Here's a portion of what I shared with subscribers on Monday about my updated thoughts on $EOSE 👇 https://t.co/VRKSmyyC5d"
X Link 2025-03-05T18:36Z [--] followers, [---] engagements
"$TEM This will be interesting. #HumanX2025 👇 We're excited to attend #HumanX2025 next week Our founder and CEO @lefkofsky will take the stage to share how we are using #AI to advance precision medicine and patient care. https://t.co/thkIsMFv6k We're excited to attend #HumanX2025 next week Our founder and CEO @lefkofsky will take the stage to share how we are using #AI to advance precision medicine and patient care. https://t.co/thkIsMFv6k"
X Link 2025-03-05T22:56Z [--] followers, [---] engagements
"$IOT Awaiting the earnings report. It is currently moving at the SMA [---] level. Samsara beat analysts revenue expectations by 3.7% last quarter reporting revenues of $322 million up 35.6% year on year. It was a very strong quarter for the company with EPS guidance for next quarter exceeding analysts expectations and an impressive beat of analysts EBITDA estimates. It added [---] enterprise customers paying more than $100000 annually to reach a total of [----]. This quarter analysts are expecting Samsaras revenue to grow 21.8% year on year to $336.4 million slowing from the 48.1% increase it"
X Link 2025-03-05T22:59Z [--] followers, [--] engagements
"$GEV Despite developments in the market major shifts are being made in the economy that will be key in the future including for technology and AI. PyroGenesis Inc. a high-tech company specializing in the design development manufacturing and commercialization of advanced fully electric plasma processes and sustainable solutions supports heavy industry in their energy transition emission reduction materials safety and waste remediation efforts. The company announces the signing of a Memorandum of Understanding (MOU) with GE Vernova ($GEV) for energy conversion and storage. The MOU made public"
X Link 2025-03-11T14:27Z [--] followers, [--] engagements
"$SOFI Technologies Inc. (NASDAQ: SOFI) has entered into a Loan Platform Business agreement valued at up to $5 billion for personal loans with funds managed by Blue Owl Capital a leading asset manager overseeing more than $250 billion in assets under management. This agreement represents SoFis largest Loan Platform Business deal to date. SoFis Loan Platform Business facilitates the referral of pre-qualified borrowers to loan origination partners and also originates loans on behalf of third parties. The two-year partnership with funds managed by Blue Owl Capital reflects the increasing demand"
X Link 2025-03-13T13:57Z [--] followers, [--] engagements
"$SNOW Companies face the challenge of balancing ethical data practices with leveraging opportunities for data collaboration. Data clean rooms provide a solution that enables secure data sharing without compromising privacy. However implementation can be complex and often fails due to regulatory technical and strategic challenges. Key Challenges and Solutions: Compliance: Companies must adhere to various legal requirements (e.g. GDPR CCPA). It is crucial to involve legal teams early in the project to identify risks and ensure data collection transparency as well as track data provenance. Data"
X Link 2025-03-15T17:37Z [--] followers, [--] engagements
"$TEM $TDOC $TALK $AVAI $BFRG Artificial Intelligence (AI) has become an integral part of healthcare and is now utilized across nearly all sectors including diagnostics. Its integration has significantly contributed to the growth and advancement of the healthcare industry. In diagnostic testing AI is employed to analyze medical images (such as CT scans X-rays ultrasound MRI and DXA) large patient datasets vital signs (including pulse body temperature blood pressure and respiratory rate) medical histories and laboratory test results. AI offers several advantages in diagnostics including"
X Link 2025-03-25T13:43Z [--] followers, [---] engagements
"US CRUDE OIL OPEC's decisions to increase production are negatively affecting US crude oil which at USD [--] is not good for US oil producers"
X Link 2025-04-07T08:38Z [--] followers, [--] engagements
"Trump rejects European offer issues ultimatum US President Donald Trump has said the European Union will have to commit to buying $350 billion worth of US energy in order to delay sweeping tariffs. In doing so Trump rejected Brussels' offer of "zero-for-zero" tariffs on cars and industrial goods Politico reports. Trump's comments came in response to a statement by European Commission President Ursula von der Leyen who said on Monday that the European Union had offered to reduce the bloc's tariffs to zero on cars and industrial goods imported from the US. Asked by reporters whether the offer"
X Link 2025-04-08T08:14Z [--] followers, [--] engagements
"@StockSavvyShay Shay what about $SNOW Cramer praised him You don't follow anything 😆"
X Link 2025-04-11T12:34Z [--] followers, [----] engagements
"@samsolid57 @StockSavvyShay It is true as written. The sum of it all is one big mess due to tariffs and geopolitical decisions not due to companies their development and operations. The result will ultimately be the market's response. 🎯"
X Link 2025-04-13T17:06Z [--] followers, [--] engagements
"Ray Dalio: A Historical Shift in the System Ray Dalio founder of Bridgewater Associates has warned of fundamental changes in light of the tariff war declared in Washington. "Make no mistake these announcements about tariffs are very significant events and we all know they were triggered by President Trump but most people don't notice" he said. According to him we are witnessing "a classic breakdown of the financial political and geopolitical order." "Such a breakdown happens only about once in a lifetime but it has occurred multiple times in history when similarly unsustainable conditions"
X Link 2025-04-14T08:02Z [--] followers, [--] engagements
""AI is not just a tool. In biotech it's becoming the engine that drives discovery. Early investors in this wave are not just betting on productstheyre betting on platforms that could redefine an industry." Recursion Pharmaceuticals ($RXRX) Investing in the Future of Drug DiscoveryPowered by AI Recursion Pharmaceuticals is at the forefront of a new era in biotechnology where artificial intelligence automation and massive biological datasets are converging to redefine how medicines are discovered and developed. This isnt just evolutionits transformation. Why RXRX Deserves Long-Term Attention: A"
X Link 2025-04-15T17:53Z [---] followers, [---] engagements
"$RXRX Recursion Announces Strategic Partnership with HealthVerity to Enhance Clinical Trial Design Through Real-World Data Recursion (NASDAQ: RXRX) a clinical-stage TechBio company has announced a new licensing agreement with HealthVerity a leading provider of privacy-compliant real-world data (RWD). Through this partnership Recursion will gain access to de-identified health data from over [---] million U.S. lives which will be integrated into the Recursion OS platform. This integration is expected to improve clinical trial design patient population insights and predictive modeling while also"
X Link 2025-04-16T13:24Z [---] followers, [---] engagements
"Key Highlights from Tempus Strategic Partnership Tempus alongside $TEM $AZN (AstraZeneca) and Pathos has entered into a multi-year strategic agreement valued at $200 million. This is not a conventional licensing dealit marks a paradigm shift in biopharma infrastructure and drug discovery. [--]. AI as Infrastructure Not Just a Tool They have moved beyond using AI merely for diagnostics. AI now underpins the entire drug discovery process. Whats being built is not just a model but a foundational multimodal system trained on one of the richest most clinically validated oncology datasets"
X Link 2025-04-23T14:03Z [---] followers, [---] engagements
"@StockSavvyShay $QCOM showing its strength this company is not sleeping all this time"
X Link 2025-05-19T12:53Z [---] followers, [---] engagements
"USD/JPY Is it continuing towards [---] In [----] it was at [---] is there a chance that it will drop below [---] in this period as well 👀"
X Link 2025-05-21T11:02Z [---] followers, [--] engagements
"@FirstSquawk And ASML is here too. 😳"
X Link 2025-05-22T10:37Z [---] followers, [--] engagements
"$TLN and $AMZN (AWS) Talen Energy Corporation (Talen) announced that it has expanded its existing collaboration with Amazon Web Services in the field of nuclear energy"
X Link 2025-06-11T10:27Z [---] followers, [--] engagements
"🔋 $CVX Chevron enters U.S. lithium sector with Smackover acreage purchases ❗"
X Link 2025-06-17T13:26Z [---] followers, [--] engagements
"Obviously more than great for America. Something similar happened decades ago in Afghanistan everyone drove only Toyotas. Now I understand where this country is going in which direction. Congratulations on [--] % more expensive Toyota cars 🤣. It's crazy how excited some people are"
X Link 2025-07-23T11:26Z [---] followers, [---] engagements
"Interest rate cuts are very likely but there is much more hidden behind this the likelihood of illegal tariffs excessive national debt and rising interest rates on loans the high probability of rising inflation.The coming years in the market will be interesting. The probability for the Fed to deliver a [--] bps rate cut in September has risen to 95%. https://t.co/SrRLkLaqxG The probability for the Fed to deliver a [--] bps rate cut in September has risen to 95%. https://t.co/SrRLkLaqxG"
X Link 2025-09-03T19:17Z [---] followers, [--] engagements
"$BTC We have entered the final phase of the cycle in a month or two the peak and conclusion of the super cycle"
X Link 2025-10-01T13:31Z [---] followers, [--] engagements
"$KVYO the company that powers smarter digital relationshipstoday announced it has been named the preferred marketing automation partner for WooCommerce the world's leading ecommerce platform. This partnership positions Klaviyo as the go-to marketing automation platform for WooC"
X Link 2025-01-28T13:18Z [---] followers, [--] engagements
"$AVGO An important component of Metas AI infrastructure is the MTIA chip an acronym for Meta Training and Inference Accelerator. The first MTIA chip made its debut in [----] and was developed jointly with Broadcom"
X Link 2025-01-30T12:56Z [---] followers, [--] engagements
"$BX Blackstone is in talks to buy a sizeable stake in a New York City 50-story office building from institutional investors of JPMorgan Asset Management. Blackstone's real estate business which manages $315.4 billion in total assets saw inflows of $27.9 billion in 2024"
X Link 2025-01-30T19:44Z [---] followers, [---] engagements
"$TWLO Twilio management pointed out in its investor day presentation that its non-GAAP operating margin could land between 21% and 22%. That would translate into robust bottom-line gains since Twilio reported an adjusted operating margin of 16% in the previous quarter"
X Link 2025-01-31T11:43Z [---] followers, [--] engagements
"$SMR NuScale Power Corp is engaged in the development of a new modular light water reactor nuclear power plant to supply energy for electrical generation district heating desalination hydrogen production and other process heat applications. Energy for AI"
X Link 2025-02-05T17:19Z [--] followers, [---] engagements
"$MDAI Great progress in healthcare"
X Link 2025-02-07T14:58Z [--] followers, [---] engagements
"$AIFF Reason for the steep rise: Firefly Neuroscience Accepted into NVIDIA Connect Program. I hope it can sustain this steep rise even after all this Not investment advice. 🤑👇"
X Link 2025-02-12T12:12Z [--] followers, [---] engagements
"A perfect entry into the age of robotics and AI $AAPL is exploring both humanoid robots for its future smart home ecosystem with development still in the early proof-of-concept stage focusing more on user perception & sensing technology than physical design -- mass production likely wont begin until [----] 👀 https://t.co/m24juI5Sie $AAPL is exploring both humanoid robots for its future smart home ecosystem with development still in the early proof-of-concept stage focusing more on user perception & sensing technology than physical design -- mass production likely wont begin until [----] 👀"
X Link 2025-02-12T15:21Z [--] followers, [--] engagements
"$NNE Nuclear Energy to be Included in MSCI USA Index as of February [--] - It's advanced nuclear energy. 👉NANO Nuclear Energy Inc. is a technology-driven nuclear energy company striving to become a commercially focused diversified and vertically integrated enterprise across five key areas: portable and microreactor technologies nuclear fuel fabrication nuclear fuel transportation space-based nuclear applications and industry consulting services. The company claims to be the first publicly listed portable nuclear microreactor firm in the U.S. Guided by a world-class nuclear engineering team"
X Link 2025-02-13T14:20Z [--] followers, [---] engagements
"$TEM Tempus AI Inc. (TEM) a technology company at the forefront of leveraging artificial intelligence to advance precision medicine and patient care announced today a new partnership with the Follicular Lymphoma Innovation Institute (IFLI) a global nonprofit private foundation dedicated to accelerating the development of innovative therapies for patients with follicular lymphoma (FL). The partnership aims to develop and provide access to a multimodal de-identified real-world FL data library via Lens Tempus data analytics platform. This initiative will equip researchers with AI-driven insights"
X Link 2025-02-13T14:28Z [--] followers, [---] engagements
"SILVER The commodity market and precious metals as a whole are doing very well in the stock market right now. Silver made a breakthrough today the way to the upside is open"
X Link 2025-02-14T12:04Z [--] followers, [--] engagements
"$RXRX A biotechnology company focused on developing treatments for some of the most common modern diseases Recursion Pharmaceuticals Inc. is a clinical-stage TechBio company revolutionizing drug discovery through advanced biological decoding. Its proprietary Recursion Operating System (OS) an integrated platform built on diverse technologies maps and navigates trillions of biological and chemical relationships within the Recursion Data Universe. The company combines physical and digital components through iterative loops of atoms and bits scaling wet-lab biology and chemistry data into"
X Link 2025-02-14T13:24Z [--] followers, [----] engagements
"$WGS GENEDX Holdings Corp: FY [----] Revenue Guidance: Projected to range between $350 million and $360 million. Exome/Genome Volume & Revenue Growth: Expected to achieve a minimum of 30% growth. Q4 [----] Revenue: Increased to $95.3 million"
X Link 2025-02-18T11:27Z [---] followers, [--] engagements
"$NTLA Intellia Therapeutics Inc. is a clinical-stage genome editing company focused on developing curative therapies using Clustered Regularly Interspaced Short Palindromic Repeats (CRISPR) and CRISPR-associated protein [--] (Cas9) technology. CRISPR/Cas9 enables precise genome editing by modifying specific sequences of genomic DNA. Leveraging its modular platform Intellia is advancing both in vivo and ex vivo therapies for diseases with high unmet medical needs. Its lead in vivo candidate NTLA-2001 is being developed for the treatment of transthyretin (ATTR) amyloidosis while NTLA-2002 targets"
X Link 2025-02-19T15:28Z [--] followers, [----] engagements
"$EOSE Eos Energy Enterprises Inc. is driving the transition to American energy independence with innovative zinc-based energy storage solutions for utility-scale microgrid and commercial and industrial applications. At the core of our cutting-edge systems is the advanced Znyth aqueous zinc battery engineered to overcome the limitations of traditional lithium-ion technology. Safe scalable efficient and sustainably manufactured in the U.S. this battery provides proven reliable energy storage for [--] to 12-hour applications. The company has developed a comprehensive intellectual property portfolio"
X Link 2025-02-19T18:49Z [---] followers, [----] engagements
"$GLBE I'm going to add this to my portfolio today even though I already have $SHOP I don't see anything wrong with this purchase and it's at a discounted price. Global-E Online Ltd an Israel-based company operates as a leading software publisher in the e-commerce space offering its proprietary platform Global-e which enables direct-to-consumer cross-border e-commerce. With seven offices worldwide Global-e serves retailers and brands across the United States Europe and Asia helping them accelerate global growth. The platform is designed to streamline international transactions allowing"
X Link 2025-02-19T19:12Z [--] followers, [---] engagements
"$ENVX today earnings after close. $ENVX The company that is very likely to supply batteries for smart glasses is a Silicon Valley company. Technically the company is currently in the right position to enter. 👀 https://t.co/CI0IN7s9Kc $ENVX The company that is very likely to supply batteries for smart glasses is a Silicon Valley company. Technically the company is currently in the right position to enter. 👀 https://t.co/CI0IN7s9Kc"
X Link 2025-02-19T19:57Z [--] followers, [---] engagements
"@StockSavvyShay $TTD"
X Link 2025-02-24T09:40Z [--] followers, [---] engagements
"$NVDA NVIDIAs Earnings: A Pivotal Moment for Markets Amid AI Competition and Investor Caution Todays highly anticipated NVIDIA quarterly earnings report stands as a midday focal point for global markets carrying significant implications for the broader tech sector. Investors are watching closely seeking reassurance amid concerns over NVIDIAs substantial investments in AI which have sparked skepticism despite the companys leading position in accelerated computing. The fear index (VIX) remains elevated as market participants brace for potential volatility with options pricing in an 8% move in"
X Link 2025-02-26T11:11Z [--] followers, [--] engagements
"$RXRX Really good article read this the development of technology using AI is unstoppable. A new article in Pharmaceutical Technology looks at how Recursions data & AI-led approach is reshaping drug discovery and development. The story notes that what makes its technology distinctive is its use of high-throughput automation and proprietary data sets. Automation https://t.co/R0BUJx7okJ A new article in Pharmaceutical Technology looks at how Recursions data & AI-led approach is reshaping drug discovery and development. The story notes that what makes its technology distinctive is its use of"
X Link 2025-03-20T16:05Z [---] followers, [---] engagements
"Interesting: $SLNO Soleno Surges Into Breakout On Hard-Won Obesity-Tied Approval Pulling Aardvark Higher 👇 https://investors.soleno.life/ https://investors.soleno.life/"
X Link 2025-03-27T15:44Z [---] followers, [--] engagements
"$ISRG Today Intuitive Surgical (NASDAQ: ISRG) is set to report its Q3 earnings on Tuesday October [--] after the market closes. The consensus EPS estimate stands at $1.99 representing an 8.2% year-over-year increase while the consensus revenue estimate is $2.41 billion up 18.1% from the same quarter last year. Over the past two years Intuitive Surgical has exceeded EPS expectations 100% of the time and outperformed revenue estimates in 88% of the quarters. In the past three months analysts have made [--] upward and [--] downward revisions to EPS estimates while revenue estimates have seen [--] upward"
X Link 2025-10-21T14:31Z [---] followers, [---] engagements
"$ISRG Intuitive Surgical press release: Q3 Non-GAAP EPS of $2.40 beats by $0.41. Revenue of $2.51B (+23.0% Y/Y) beats by $100M. The Company expects the following results for the full year of 2025:Worldwide da Vinci procedure growth of approximately 17% to 17.5% in [----] compared to 17% in [----]. Non-GAAP* gross profit margin to be within a range of 67% and 67.5% of revenue in [----] compared to 69.1% in [----]. This range includes an estimated impact from tariffs of 0.7% of revenue plus or minus [--] basis points. Non-GAAP* operating expense growth of 11% to 13% in [----] compared to 10% in 2024"
X Link 2025-10-21T20:10Z [---] followers, [--] engagements
"$GEV Q3 GAAP EPS of $1.64 missed by $0.22. Revenue of $9.97B (+11.9% Y/Y) exceeded expectations by $810M. Orders reached $14.6B up 55% organically driven primarily by equipment demand in Power and Electrification. Backlog increased by $6.6B sequentially supported by growth in both equipment and services. The Gas Power equipment backlog and slot reservation agreements expanded from [--] GW to [--] GW. Adjusted EBITDA was $0.8B with an adjusted EBITDA margin of 8.1%.* Cash from operating activities totaled $1.0B and free cash flow was $0.7B. The company ended the quarter with a $7.9B cash balance"
X Link 2025-10-22T11:13Z [---] followers, [---] engagements
"$HTO H2O (NASDAQ: HTO) Q3 Earnings Preview H2O is scheduled to report third-quarter financial results on Monday October [--] following the market close. The current consensus estimate calls for EPS of $1.18 consistent with the prior year and revenue of $238.5 million representing a 6.0% year-over-year increase. Over the past four quarters the company has exceeded EPS expectations in three of four periods (75%) and outperformed revenue estimates in 75% of instances. These results will provide further insight into H2Os operational execution and the sustainability of its top-line growth trajectory"
X Link 2025-10-27T17:29Z [---] followers, [---] engagements
"$SOFI SoFi Technologies (NASDAQ: SOFI) Q3 Earnings Preview SoFi Technologies is scheduled to report third-quarter results on Tuesday before market open. Consensus estimates call for EPS of $0.09 on revenue of $895 million representing a year-over-year increase of over 28%. The San Franciscobased financial services firm continues to benefit from its diversification beyond core lending with growing contributions from technology financial services and digital asset initiatives. Analysts view SoFis ongoing investments in AI blockchain and crypto infrastructure as key long-term growth drivers."
X Link 2025-10-27T17:37Z [---] followers, [---] engagements
"$BE Bloom Energy (NYSE: BE) Q3 Earnings Preview Bloom Energy is scheduled to report third-quarter results on Tuesday October [--] following the market close. Consensus estimates project EPS of $0.10 and revenue of $426.4 million reflecting a 29.1% year-over-year increase. Over the past two years the company has exceeded EPS estimates 38% of the time and surpassed revenue expectations in 50% of quarters. In the last three months EPS estimates have been revised upward eight times and downward three times while revenue estimates have seen seven upward and five downward revisions. These revisions"
X Link 2025-10-27T19:22Z [---] followers, [---] engagements
"$TMDX TransMedics Group (NASDAQ: TMDX) is scheduled to report its third-quarter earnings results on Wednesday October 29th following the close of trading. The consensus earnings per share (EPS) estimate stands at $0.36 while the consensus revenue estimate is $144.76 million representing a 33.1% year-over-year increase. Over the past three months analysts have issued five upward revisions and no downward revisions to EPS estimates. Revenue projections have been adjusted six times upward and twice downward during the same period. https://twitter.com/i/web/status/1983509066363142581"
X Link 2025-10-29T12:19Z [---] followers, [---] engagements
"$PWR Quanta Services Inc. (ticker: PWR) Strong catalysts working in favor The consensus EPS estimate is $3.26 (+19.9% YoY). If the company meets or exceeds this estimate it will be a strong signal. The consensus revenue estimate is $7.42 billion (+14.2% YoY). The company has beaten EPS estimates 100% of the time over the past two years and revenue estimates 75% of the time (as you state) this provides historical support that the PWR hit can succeed again. Over the past [--] months estimates have been revised upwards very often (18 times up for revenue) and almost never downwards this means that"
X Link 2025-10-29T19:51Z [---] followers, [---] engagements
"$COMM CommScope (COMM) Shares Surge on Strong Q3 Results Shares of CommScope (COMM) rose approximately 10% in premarket trading on Thursday after the company reported better-than-expected third-quarter results. Revenue increased 50.6% year-over-year to $1.63 billion while adjusted EPS came in at $0.62 exceeding consensus estimates on both the top and bottom lines. RemainCo which represents the portion of CommScope that will remain following the divestiture of its Connectivity and Cable Solutions (CCS) segment reported net sales of $516.3 million up 49.4% year-over-year. The CCS"
X Link 2025-10-30T12:44Z [---] followers, [---] engagements
"$ETN (Earnings) Eaton (ETN) is set to report Q3 results on Tuesday November [--] before the market opens. Consensus estimates call for EPS of $3.05 and revenue of $7.08 billion representing +11.7% year-over-year growth. Over the past two years Eaton has beaten EPS expectations in 100% of quarters and revenue estimates in 75%. However in the last three months analyst revisions have been [--] upward vs. [--] downward for EPS and [--] upward vs. [--] downward for revenue indicating moderate caution mainly around margins. Growth remains supported by strong demand in electrification data center power systems"
X Link 2025-11-03T17:41Z [---] followers, [---] engagements
"$BWXT BWX Technologies Inc. (BWXT) ahead of its Q3 earnings release: Earnings release date: Monday November [--] [----] after market close. Consensus estimate: EPS $0.85 for Q3. Recent performance: In Q2 [----] BWXT reported EPS of $1.02 (vs. est. $0.79) and revenue of $764 M (up [--] % YoY) both beating expectations. Outlook raised: The company raised full-year [----] guidance to adjusted EPS of $3.65-$3.75 and free cash flow of $275$285 M. Key growth drivers: Strong positioning in nuclear energy defense and clean-energy applications. Backlog growth and contract wins supporting medium-term earnings"
X Link 2025-11-03T17:58Z [---] followers, [---] engagements
"BWX Technologies press release (BWXT): Q3 Non-GAAP EPS of $1.00 beats by $0.14. Revenue of $866.3M (+28.9% Y/Y) beats by $69.7M. Record backlog of $7.4 billion up 119% year-over-year driven by large multi-year special materials projects Raising [----] non-GAAP EPS guidance to $3.75-$3.80; with adjusted EBITDA at mid-point of prior range and free cash flow at the higher-end FY25 revenue consensus of $3.12B Adj EPS of $3.73 Introducing preliminary [----] outlook calling for low-double-digit to low-teen adjusted EBITDA(1) growth and high-single-digit to low-double-digit non-GAAP EPS(1) growth"
X Link 2025-11-03T21:26Z [---] followers, [--] engagements
"$TEM Tempus AI (ticker: TEM) will report third-quarter earnings on Tuesday November [--] after the market closes. The consensus estimate is for EPS of -$0.18 and revenue of $328.82 million representing +81.7% year-over-year growth. Over the past three months analysts have revised EPS estimates up five times and down none while revenue estimates have been revised up seven times and down three times. The company continues to post strong revenue growth but remains with negative margins and a high debt-to-equity ratio (258%). Revenue in the trailing twelve months is approximately $952 million up"
X Link 2025-11-04T11:50Z [---] followers, [----] engagements
"$BTC I thank Binance for this sale without them it would not have happened on such a scale. The only question is what the further intentions are a break of support or a rebound upwards"
X Link 2025-11-04T20:51Z [---] followers, [---] engagements
"$TLN Talen Energy GAAP EPS of $4.25 beats by $1.30 revenue of $812M beats by $69.83M"
X Link 2025-11-05T21:30Z [---] followers, [---] engagements
"$RNDR 📈🤯+35%"
X Link 2025-11-07T21:18Z [---] followers, [---] engagements
"$RBRK & $AMZN Rubrik inks strategic collaboration with Amazon Web Services 😳"
X Link 2025-11-10T14:29Z [---] followers, [---] engagements
"$CSCO Cisco Systems (CSCO) Expectations Before Earnings Cisco Systems (NASDAQ: CSCO) will report its first-quarter fiscal [----] results after the market closes on Wednesday. Analysts expect the company to report earnings per share (EPS) of $0.98 up 7.7% from the prior-year quarter and revenue of about $14.8 billion up about 7%. San Jose Calif.-based Cisco remains a key player in developing the infrastructure that supports the spread of artificial intelligence. Increased demand for networking and data equipment has been a major contributor to order growth over the past year. The company beat"
X Link 2025-11-11T17:55Z [---] followers, [---] engagements
"I agree but $BTC is not all bad it can still gain some lower liquidity to 98k but expect a strong and quick rebound. The trend will soon form into a bullish one next week at the latest it seems. Then it just needs to break the resistance area between 110k and 117k most likely in a second breakout. It looks like this will be a Christmas rally"
X Link 2025-11-12T20:12Z [---] followers, [---] engagements
"$CSCO Cisco Systems (CSCO) Post-Earnings Comment Cisco Systems reported results for the latest quarter that slightly beat market expectations. Earnings per share (EPS) of $1.00 beat the consensus of $0.98 and revenue rose 8% to $14.88 billion also slightly above estimates ($14.78 billion). The growth structure remains healthy: product revenue grew 10% and service revenue grew 2% reflecting expanded demand for the companys core solutions in the networking data center and security segments. A gross margin of 68.1% confirms a sustainable cost structure and the companys ability to maintain"
X Link 2025-11-13T11:24Z [---] followers, [--] engagements
"$BTC The support below could hold it for the next two or three weeks (maybe more) and consolidate and then a bounce could occur. However the bounce needs to be strong enough to retest the first resistance area and not too fast or the bears will finally take over. There's almost nothing else to say here"
X Link 2025-11-17T19:41Z [---] followers, [---] engagements
"@StockSavvyShay Ondas is a real gem given its potential.💎"
X Link 2025-11-20T14:03Z [---] followers, [---] engagements
"SIEMENS ENERGY Siemens Energy (SMEGF) Aggressive Shift to Growth + Capital Return Strategy Siemens Energy hit a new record this week after announcing that it will buy back up to [--] billion worth of shares over the next three years. This is the largest capital return program in the companys history and a clear signal from management that it views its shares as undervalued relative to future profitability. Why has the stock exploded this year The price has more than doubled in a year largely due to optimism about the growth in demand for energy solutions for data centers. The company is"
X Link 2025-11-20T17:39Z [---] followers, [--] engagements
"$IBM & $CSCO IBM and Cisco Take Step Towards Quantum Network IBM and Cisco announced a five-year partnership to develop a distributed fault-tolerant quantum network that could connect multiple large quantum computers into a single coordinated system by the end of the decade. The goal is to demonstrate by [----] that qubits from different physically separate quantum computers are entangled using new network protocols and microwave-to-optical converters. This approach would enable computations beyond the capabilities of a single quantum machinefrom complex optimization to modeling materials and"
X Link 2025-11-20T20:08Z [---] followers, [--] engagements
"Key macro problem: 💊(Read only if you are interested in the macroeconomic view of the market) Japan as an anchor of global liquidity - current situation; Thesis: Japan has financed the global carry trade for 20+ years because it had: interest rates [--] YCC (yield curve control) weak JPY What is happening now 10-year JGBs have risen (the Bank of Japan is gradually normalizing). BOJ is leaving the ultra-expansionary regime. The weak yen has turned around and is getting stronger. Why is this important When Japanese yields rise global investors repatriate capital: they buy less US/European bonds"
X Link 2025-11-21T14:31Z [---] followers, [---] engagements
"(Read only if you are interested in the macro economy.) 👀 The BOJ is currently the most underrated global macro player. Their decision may be more important than a single Fed meeting as it directly affects: - global liquidity - USD-JPY carry trade - Japanese demand for foreign bonds - volatility in growth/small caps - real yields in the US. 3-month scenarios (Q4 [----] Q1 2026) based on BOJ moves (this is not a forecast or fortune telling just a personal view of the current situation with an assessment of personal position) -------------------------------------------------------- SCENARIO 1:"
X Link 2025-11-21T19:43Z [---] followers, [--] engagements
"$IONQ has appointed Dr. Marco Pistoia as CEO of its subsidiary IonQ Italia Srl to strengthen the companys quantum computing strategy and accelerate its commercial expansion in Italy. Dr. Pistoia brings with him leading-edge expertise and years of experience in the deployment of advanced technologies in industrial environments which will significantly strengthen IonQs presence in the European space. Under his leadership IonQ Italia will accelerate the deployment of a comprehensive quantum platform from quantum computing to networking sensing and security solutions and increase the company's"
X Link 2025-11-24T10:45Z [---] followers, [----] engagements
"$AMZN Amazon (AMZN) has announced a $50 billion investment in expanding AI and supercomputing capabilities for U.S. government agencies through AWS. For investors this is one of the strongest long-term moves in the government segment in recent years. Key points: AWS is adding [---] GW of AI/supercomputing capacity to its Top Secret Secret and GovCloud regions infrastructure that only a handful of providers can offer. AWS Trainium + Nvidia chip combination strengthens margins and reduces reliance on a single vendor. Government agencies get access to the entire AI stack: SageMaker Bedrock Amazon"
X Link 2025-11-24T16:37Z [---] followers, [--] engagements
"$ZS Zscaler (ZS) shares rebounded after eight straight declines on Monday gaining 1.8% but remain under pressure as the stock is down -6.7% YTD while the S&P [---] has gained 16%. ZS has fallen another 13% in the past month reflecting investor caution ahead of its quarterly results. Wall Street expects first-quarter EPS of $0.86 (+11.7% YoY) and revenue of $773.9 million (+23.2% YoY). The key market focus will be on platform growth trends the expansion of AI-related use cases and the dynamics of new contract obligations (RPOs) as these are the most indicative of the health of demand. Despite"
X Link 2025-11-24T19:01Z [---] followers, [---] engagements
"$TLN Talen Energy Completes Freedom and Guernsey Acquisitions"
X Link 2025-11-25T21:11Z [---] followers, [---] engagements
"$ZS Zscaler (ZS) fell 8% in premarket trading after reporting its first-quarter fiscal [----] results on Tuesday beating analysts' expectations. The market's reaction reflects heightened valuation sensitivity in the cyber sector where high growth rates are already priced into share prices. Q1 FY26 Financial Results Zscaler reported the following key metrics for the quarter ended October 31: Adjusted EPS: $0.96 (consensus $0.86) GAAP EPS: $0.07 (consensus $0.11) Revenue: $788.1 million +26% YoY (consensus $773.9 million) Operating loss: $36.4 million ( 5% of revenue) reflecting continued"
X Link 2025-11-25T22:23Z [---] followers, [---] engagements
"Ranking of the most important factors to watch RIGHT NOW: 👉 [--]. Fed/Interest Rates 👉 [--]. Global Liquidity (BoJ Bonds) 👉 [--]. Valuations (multiples are high) 👉 [--]. Labor Market (Unemployment CPI/PCE) 👉 [--]. Crypto as Sentiment 👉 [--]. Private Finance Credit Inaccuracies 👉 [--]. Geopolitics This is the hierarchy of influence on the markets in December 2025"
X Link 2025-12-01T20:42Z [---] followers, [--] engagements
"$PATH UiPath (PATH) Reports After Market Close Today UiPath will report Q3 results today. The market expects EPS of $0.15 and revenue of $392.87 million. The company has one of the strongest track records of beating estimates in the software industry: 100% beat on EPS and 88% on revenue over the past two years. All (15) EPS and revenue revisions in the past three months have been upward with no downgrades. Additional key highlights ahead of the release: Macro-Resilient Automation: Demand for RPA remains robust even in an environment of constrained IT budgets. Analysts are watching to see if"
X Link 2025-12-03T15:14Z [---] followers, [---] engagements
"Snowflake (SNOW): Q3 Non-GAAP EPS of $0.35 beats by $0.04. Revenue of $1.21B (+28.4% Y/Y) beats by $30M. Product revenue of $1.16 billion in the third quarter representing 29% year-over-year growth Net revenue retention rate of 125% [---] customers with trailing 12-month product revenue greater than $1 million [---] Forbes Global [----] customers Remaining performance obligations of $7.88 billion representing 37% year-over-year growth $SNOW Snowflake (SNOW) Preview before Q3 results (No investment advice) Snowflake will report Q3 results tomorrow after the market close. Wall Street expects EPS of"
X Link 2025-12-03T21:38Z [---] followers, [--] engagements
"$RBRK Rubrik company reported adjusted earnings per share of $0.10 versus the consensus estimate of ($0.17). GAAP EPS was ($0.32) compared to the ($0.53) estimate. Revenue for the third quarter totaled $350M which was more than the $320.5M estimate. Subscription revenue accounted for the bulk of that increasing 52% year over year to $336.4M. Maintenance revenue accounted for $1.5M. Free cash flow was $76.9M which was much more than the $15.6M reported during the same quarter last year. The company's GAAP gross margin also improved to 80.5% compared to 76% one year ago. Looking ahead Rubrik"
X Link 2025-12-04T22:18Z [---] followers, [---] engagements
"🚨 SoftBank-owned Arm Holdings ( ARM ) has signed a memorandum of understanding with the South Korean Ministry of Trade Industry and Resources to establish a chip design education center. 🔖Facts what was signed / planned 👇 On December [--] [----] the South Korean government and ARM signed a memorandum of understanding (MOU) to establish the ARM School which will train semiconductor design professionals. The school is scheduled to operate between [----] and [----] and train approximately [----] "industry-ready" chip designers (master's doctoral industrial workers). THE AGREEMENT includes four main"
X Link 2025-12-05T10:59Z [---] followers, [--] engagements
"The US-Japan divergence creates a very clear macro setup: The Fed is cutting the BoJ is normalizing and futures markets are already signaling a repositioning and a narrowing of the USD-JPY interest rate differential. This is a typical precursor to yen appreciation. Not today because carry is still profitable but the structure is shifting. When that spread narrows enough carry unwinding happens quickly. And that is exactly the configuration we are seeing forming now. Bottom line: Yen appreciation is negative for the SP500 and liquidity shock for Nasdaq unless the FED offsets it with aggressive"
X Link 2025-12-05T11:48Z [---] followers, [--] engagements
"- IonQ Inc. (NYSE: IONQ) has confirmed the continuation of its strategic partnership with the Korea Institute of Science and Technology Information (KISTI) and a contract to supply the 100-qubit IonQ Tempo quantum system for the South Korean National Quantum Program. The system will be integrated into the KISTI-6 supercomputing cluster representing the first hybrid quantum-classical integration on-site in South Korea. Remote access will be enabled via a secure private cloud infrastructure. [--]. Strengthening South Koreas National Quantum Infrastructure The project with KISTI continues Koreas"
X Link 2025-12-23T15:04Z [---] followers, [--] engagements
"$AEHR Today PMC Earnings Call 5-Point Checklist 👇 [--] GaN Commercial demand confirmation (POC / pilot / production) + FY26 timeline [--] HBM / Memory Does the existing platform already have customer interest / validation [--] Revenue mix Clear explanation of the transition from SiC to AI / data center applications [--] Backlog Stabilization or improved visibility (even without numbers) [--] FY26 narrative Does management explicitly link GaN + HBM to future growth https://twitter.com/i/web/status/2009179133310288105 https://twitter.com/i/web/status/2009179133310288105"
X Link 2026-01-08T08:23Z [---] followers, [---] engagements
"Applied Digital $APLD Q2 Results (yesterday PMC) EPS (non-GAAP): $0.00 a positive surprise of +$0.21 compared to expectations Revenue: $126.6 million +98.2% YoY and +$45.4 million above consensus Adjusted EBITDA: $20.2 million confirming the transition to operating leverage Key highlights: Very strong revenue growth driven by higher data center occupancy and scaling of HPC/AI infrastructure EBITDA clearly positive reducing financing risk and improving the quality of growth Results confirm APLD's investment thesis as an infrastructure AI/HPC play not just a "crypto" story Conclusion: Q2 report"
X Link 2026-01-08T08:42Z [---] followers, [---] engagements
"$AEHR Q2 FY26 $AEHR reported $9.9M revenue (below expectations) but EPS beat consensus while the story is clearly a temporary one not structurally weak. Key: Sonoma booked $6M early in Q3 for AI CPU/GPU burn-in up to 2000W including a fully automated platform. Management reinstated H2 FY26 guidance ($28M revenue) and said it expects $70M bookings in H2 implying a very strong FY27. This confirms that demand is real and accelerating after the end of the quarter although revenue is still lagging. Don't just look at SiC as Aehr is positioning itself as a critical infrastructure for AI chip"
X Link 2026-01-09T08:37Z [---] followers, [--] engagements
"🚨 $VST & $META Vistra and Meta Announce Agreements to Support Nuclear Plants in PJM and Add New Nuclear Generation to the Grid"
X Link 2026-01-09T11:07Z [---] followers, [--] engagements
"ClearPoint Neuro $CLPT reports preliminary unaudited Q4 [----] revenue of $10.4 million (+20% YoY). FY2025 revenue estimated at $37 million (above consensus of $36.6 million). FY2026 guidance: $54-60 million supported by organic growth and IRRAflow integration. FY2025 EPS consensus: -$0.83. Q1 [----] revised results. https://twitter.com/i/web/status/2010722397637271606 https://twitter.com/i/web/status/2010722397637271606"
X Link 2026-01-12T14:35Z [---] followers, [---] engagements
"🤜 $IonQ has promoted Leslie Kershaw to an expanded role as CISO. The former Cyber Architecture Manager for the U.S. Space Force (DELTA 6) with extensive national security experience will strengthen IonQs cyber and operational resilience as it scales its quantum infrastructure. A clear message: security reliability and defense standards are key to the future growth of quantum computing. https://twitter.com/i/web/status/2011450342441893915 https://twitter.com/i/web/status/2011450342441893915"
X Link 2026-01-14T14:48Z [---] followers, [---] engagements
"👉 $TSM Earnings Call 5-Point Checklist (Q4) [--] AI revenue share AI/HPC revenue share and sequential growth [--] N3 / N2 utilization yields and demand commentary (Apple AI ASICs) [--] CapEx [----] confirmation or increase based on AI demand [--] Gross margin outlook impact of advanced nodes and pricing power [--] [----] growth narrative whether TSM confirms structural AI acceleration (not cyclical) Bottom line: AI mix + advanced nodes short-term EPS beat/miss. https://twitter.com/i/web/status/2011450801114190136 https://twitter.com/i/web/status/2011450801114190136"
X Link 2026-01-14T14:50Z [---] followers, [---] engagements
"$ISRG fell on [----] procedure growth guide of 13-15% slightly below consensus but fundamentals are very strong. Q4 revenue of $2.87B (+19% YoY) clearly beat expectations and procedures grew +18% with Ion +44% and a record [---] new da Vinci systems in Q4. FY25 revenue of $10.06B (+21%) instruments & accessories +19% confirms that the recurring high-margin part of the business is accelerating. The weaker market reaction is due to expectations not demand deterioration $ISRG remains a structural growth story in healthcare robotics with a multi-year runway through indication expansion and the Ion"
X Link 2026-01-14T18:36Z [---] followers, [--] engagements
"😳Japan Financial Perspective Ahead of Early Elections: Markets Are Not Nervous About Politics But Fiscal Consequences. Fiscal Risk: Promises of Tax Relief and Higher Public Spending Increase Fear of Further Growth of Already Extreme Public Debt. Bonds: JGB Yields Rise Market Demands Premium for Fiscal Indiscipline and Increased Debt Supply. Yen: Expected Fiscal Expansion + BoJs Limited Ability to Tighten = Pressure on Yen and Higher FX Volatility. BoJ Cornered: Higher Yields and Weaker Yen Limit Central Banks Room for Maneuver. Equities: Positive in the Short Term on Stimulus but Sensitive"
X Link 2026-01-19T14:50Z [---] followers, [--] engagements
"🚨📈Silver at a new ATH Is this a continuation of silver's steep climb to $100"
X Link 2026-01-20T08:57Z [---] followers, [--] engagements
"5 Key Reasons to Invest in Software; [--]. Software has become the operational core of companies It is no longer a support function but a critical infrastructure (ERP CRM data security workflow). Replacing these systems is expensive risky and time-consuming which creates high switching costs and stable revenues. [--]. AI enhances the value of the best platforms not displaces them 2024-2025 showed that AI does not destroy SaaS but rewards platforms with proprietary data distribution and integration into workflows. Providers that build AI into the core product win. [--]. Structural productivity growth"
X Link 2026-01-21T16:48Z [---] followers, [---] engagements
"Why invest in software [--]. Software as the operational core of organizations $NOW: Digital workflow OS for the enterprise; extreme switching costs deep process integration. $PLTR: Decision-making operating system over real-time data. $AXON: Software as the backbone of justice and security systems. $RBRK: Data continuity as the existential condition of business. Key thesis: when software becomes a decision-making or operational system it is no longer a discretionary cost. [--]. AI as an amplifier of platforms with proprietary data $PLTR AIP: AI over operational and security data. $TEM: Genomic and"
X Link 2026-01-21T19:56Z [---] followers, [---] engagements
"@StockSavvyShay This is a standard part of the qualification process. Hydrostatic tests are often performed to failure to confirm the safety margin of the design. The key is to ensure there is no collateral damage and production continues. 👍 After a nice correction 📈"
X Link 2026-01-22T10:50Z [---] followers, [---] engagements
"$META The market often underestimates the feedback loop in Metas products meaning that ad revenue and new product revenue will likely grow faster than they are currently trading. Scalability of AI leverage: If AI is integrated into every aspect of the products it is not just a product improvement but an exponential revenue multiplier. And technically it looks great.👇 This is $META The trendline which is respected since Nov [----] Holds here- we go higher. And you look back &call it "Generational Buying Opportunity" https://t.co/FctlpDR5Af This is $META The trendline which is respected since"
X Link 2026-01-22T15:21Z [---] followers, [--] engagements
"$ISRG Q4 Results: EPS (non-GAAP) $2.53 +$0.26 above expectations Revenue $2.87B +19.1% YoY Da Vinci Installed Base: [-----] (+12% YoY) Ion Installed Base: [---] (+24% YoY) Global Procedures +18% YoY Da Vinci +17% Ion +44% Da Vinci Q4 Installs: [---] (of which [---] Da Vinci 5) Ion Q4 Installs: [--] (down YoY) [----] Guidance: Da Vinci Procedures Growth 13-15% (slow vs. 2025) Gross Margin 67-68% (including 1.2% tariff impact) Opex Growth 11-15% ➡ Beat on Results Growth Normalization in [----] Ion remains a key accelerator. https://twitter.com/i/web/status/2014447710393532482"
X Link 2026-01-22T21:18Z [---] followers, [---] engagements
"Why $INTC Intel Makes Sense Despite Everything Intel makes sense today not because it looks cheap but because: [--]. it stands at the intersection of: - sovereign manufacturing - AI infrastructure - system integration [--]. it has political and capital support that goes beyond classic P&L logic [--]. negative sentiment is already priced in positive execution is not yet This is not a stock for patient value investors but for strategic execution watchers. Intel moves to a buy moment when at least [--] of the [--] below are met with #1 being mandatory: ✅ Measurable and sustained yield improvement (MANDATORY)"
X Link 2026-01-23T08:35Z [---] followers, [---] engagements
"🧐 $GOOG / $GOOGL & Sakana AI: Google reportedly joins investors in Japanese startup Sakana AI (Bloomberg report) Series B ($135M) follows valuation $2.6B Google investment amount undisclosed Sakana gets access to Google's core models Goal: strengthen Gemini's presence in Japan and accelerate AI adoption ➡ Strategic move for local AI ecosystem + model distribution not a short-term financial bet. https://twitter.com/i/web/status/2014620470729978178 https://twitter.com/i/web/status/2014620470729978178"
X Link 2026-01-23T08:45Z [---] followers, [---] engagements
"🚨Japanese Bonds / BOJ Today: BOJ kept interest rate at 0.75% as expected. Despite the pause JGB yields remain elevated as BOJ simultaneously acknowledges higher core inflation and signals that policy normalization is still underway. Market reads this as: 👉no immediate hike but bias remains hawkish 👉pressure on bonds implications also for JPY 👉global carry trade. https://twitter.com/i/web/status/2014623612603388036 https://twitter.com/i/web/status/2014623612603388036"
X Link 2026-01-23T08:57Z [---] followers, [--] engagements
"Gold $XAU: A Signal Not an Investment Engine Gold is a non-productive asset no cash flow no substitute for stocks or entrepreneurship. Its strength is not in perfect protection but in a signal of trust. The price increase is not a story about inflation but about how much the markets (dont) trust the system. Less trust higher gold price. In this context a gold price target of around $5400 makes perfect sense. $XAG Silver seems set to continue its journey to around $120. https://twitter.com/i/web/status/2015696103551717487 https://twitter.com/i/web/status/2015696103551717487"
X Link 2026-01-26T07:59Z [---] followers, [--] engagements
"$IONQ $SKYT acquisition IonQ acquires SkyWater for $35/share (cash + shares) total value $1.8 billion Premium: +38% on 30-day VWAP Closing: Q2Q3 [----] SKYT shareholders: 4.46.7% of combined company Strategic: IonQ becomes the only vertically integrated quantum company with access to a trusted US foundry. Goal: accelerated testing of 200k-qubit QPUs by [----] (8k logical qubits). FY25 revenue expected at the high end or above $106110M. https://twitter.com/i/web/status/2015751763052171681 https://twitter.com/i/web/status/2015751763052171681"
X Link 2026-01-26T11:40Z [---] followers, [---] engagements
"The acquisition does not guarantee $IONQ IonQ's success. But it does mean that: IonQ is no longer just betting on theory but on real-world feasibility. In quantum computing the winner will ultimately be the one who: doesn't have the best qubit in the lab but the most repeatable qubit in production. This acquisition is a clear step in that direction. $IONQ $SKYT acquisition IonQ acquires SkyWater for $35/share (cash + shares) total value $1.8 billion Premium: +38% on 30-day VWAP Closing: Q2Q3 [----] SKYT shareholders: 4.46.7% of combined company Strategic: IonQ becomes the only vertically"
X Link 2026-01-26T12:34Z [---] followers, [---] engagements
"$CLS facts (Thursday): Shares 8% according to Digitimes report Google reportedly expanding TPU L10L11 assembly to Inventec and other Taiwanese manufacturers Celestica previously assembled TPU servers L10 Report speaks of a partial order redirection not necessarily a complete loss of the program No official confirmation Celestica did not respond to a request ➡ This is supply-chain noise / partial redistribution not a confirmed structural loss of business. https://twitter.com/i/web/status/2014370099134685472 https://twitter.com/i/web/status/2014370099134685472"
X Link 2026-01-22T16:10Z [---] followers, [---] engagements
"Brookfield Renewable Partners $BEP Q4 Earnings Preview (Jan [--] before the open) Consensus: EPS -$0.38 (YoY down) Revenue $1.42 billion (-0.7% YoY). History: 100% EPS beat and 63% revenue beat over the last [--] years. Revisions (3M): EPS 2x up / 2x down Revenue 0x up / 2x down. Focus on release: Cash flow quality contract indexation capital discipline and comments on refinancing in a higher interest rate environment. https://twitter.com/i/web/status/2016943129333538878 https://twitter.com/i/web/status/2016943129333538878"
X Link 2026-01-29T18:34Z [---] followers, [--] engagements
"$LEU ER Tuesday after close (Feb 10). Consensus: EPS: [----] (-49% YoY) Revenue: 147M (-3% YoY) Revisions for the last 3m: EPS revenue slightly expectations are stabilizing. Beat rate: 75% EPS / 50% revenue. Narrative: nuclear supply chain + HALEU + US energy security. Market will look forward (contracts/backlog) not back (YoY decline). KPIs to monitor: HALEU contracts & pipeline (DOE SMR projects) Backlog and long-term supply contracts Margins (SWU pricing fuel mix) Capex & production capacity Guidance [----] (revenue + EPS) Comment on demand from data center / AI energy If they confirm backlog"
X Link 2026-02-09T18:35Z [---] followers, [----] engagements
"$LEU (Centrus Energy) Q4: GAAP EPS $0.79 ($-0.57 vs. estimate) Revenue $146.2 million (-3.6% YoY slightly lagging). Short-term noise but thesis remains tied to HALEU demand long-cycle nuclear fuel supply and US enrichment capacity. This is a multi-year story not a quarterly one. This is not investment advice. $LEU ER Tuesday after close (Feb 10). Consensus: EPS: [----] (-49% YoY) Revenue: 147M (-3% YoY) Revisions for the last 3m: EPS revenue slightly expectations are stabilizing. Beat rate: 75% EPS / 50% revenue. Narrative: nuclear supply chain + HALEU + US energy security."
X Link 2026-02-10T22:04Z [---] followers, [---] engagements
"🚨 QUANTUM Norges Bank ($2T AUM) is increasing exposure to the quant sector and thats not a negligible signal. $200M position in $IONQ new positions in $RGTI and $QBTS more modalities more potential winners According to Wedbush this could mark the beginning of active institutional managers entering the quant space which has so far been driven primarily by retail and ETFs. Position sizes are still small but smart money validation of the sector is key. If the trend continues quant could move from a niche story to a more serious capital allocation. This is not investment advice."
X Link 2026-02-11T17:27Z [---] followers, [---] engagements
"$ABCL AbCellera Biologics Inc is an antibody discovery and development engine that's specifically designed to address the barriers of conventional discovery finding the optimal clinical candidate with greater precision and speed getting to the clinic and patients sooner. Great $ABCL post here by Linden. Qualitative analysis is the key here as this doesnt show up in the spreadsheets. I talked about this in my AbCellera thesis article but I like Lindens analysis even better and he had EXPERIENCE in the field His post comes just after Pfizer Great $ABCL post here by Linden. Qualitative analysis"
X Link 2025-02-05T17:15Z [---] followers, [---] engagements
"Illumina Inc. (NASDAQ: ILMN) and Tempus AI Inc. (NASDAQ: TEM) a technology company leading the adoption of AI to advance precision medicine and patient care today announced a collaboration to accelerate clinical adoption of next-generation sequencing tests through novel evidence generation. The collaboration will combine leading Illumina AI technologies with Tempuss comprehensive multimodal data platform to train genomic algorithms and ultimately accelerate clinical adoption of molecular testing for patients."
X Link 2025-04-15T16:28Z [---] followers, [---] engagements
"$AXON Axon Enterprise (AXON) will report third-quarter [----] results today Tuesday November [--] after the market closes. Analysts are expecting earnings per share (EPS) of $1.54 (+6.2% YoY) and revenue of $704.8 million (+29.5% YoY). Over the past two years Axon has consistently beaten both earnings and revenue estimates indicating a solid performance. The stock is currently trading at around $732 well above previous levels representing a premium valuation. This price already undercuts strong performance and leaves little room for disappointment. Revenue estimates have been revised up [--] times"
X Link 2025-11-04T11:58Z [---] followers, [---] engagements
"$HPE Hewlett Packard Enterprise (HPE) will report fourth-quarter results after the market closes on Thursday. Wall Street expects earnings of $0.58 per share on revenue of $9.91 billion up more than 16% year-over-year. The key demand acceleration is coming from the server and networking segments where building out AI infrastructure is driving structurally higher levels of investment for both hyperscalers and fast-growing AI companies. HPE beat consensus in the third quarter but gave a slightly more conservative outlook for the fourth quarter. The company then provided weaker guidance for"
X Link 2025-12-04T09:21Z [---] followers, [---] engagements
"$TEM Tempus AI with a record year 2025: 🧐 Total Contract Value (TCV) $1.1 billion Data and Applications Revenue $316 million (+31% YoY) Insights (data licensing) +38% Net revenue retention 126% [--] biopharmaceutical clients (Pfizer Lilly Novartis Merck ) Strong growth visibility in 2026+. https://twitter.com/i/web/status/2010670957355053561 https://twitter.com/i/web/status/2010670957355053561"
X Link 2026-01-12T11:11Z [---] followers, [---] engagements
"👀Northwestern Medicine and Tempus AI $TEM expand access to genomic testing for cancer patients. Goal: near-universal access to NGS testing even for early-stage cancers. Deeper genomics more personalized therapy Support clinical research and new treatments Tests: DNA/RNA liquid biopsy MRD Strengthening Tempus' leadership in precision oncology. $TEM Tempus AI with a record year 2025: 🧐 Total Contract Value (TCV) $1.1 billion Data and Applications Revenue $316 million (+31% YoY) Insights (data licensing) +38% Net revenue retention 126% [--] biopharmaceutical clients (Pfizer Lilly Novartis Merck"
X Link 2026-01-12T12:11Z [---] followers, [---] engagements
"$ISRG Intuitive Surgical Earnings Reports Q4 Thursday After Close Consensus: EPS $2.27 (+2.7% YoY) Revenue $2.76B (+14.5% YoY) Last [--] years: 100% beat EPS & revenue Revisions: EPS [--] / [--] revenue [--] / [--] Focus: procedural growth systems instruments margins [----] guide ➡ High expectations quality of growth will matter not just beat. Checklist for the report day (what to watch out for) [--]. Procedural growth (KEY DRIVER) Is it staying mid-to-high teens % globally US vs. international (EU/Asia) Mix: general surgery vs. urology/gynecology [--]. Systems installed (da Vinci + Ion) Number of new systems in"
X Link 2026-01-21T15:36Z [---] followers, [---] engagements
"Applied Digital $APLD Expands AI Infrastructure: Latest Delta Forge [--] Campus: [---] MW in the Southern US the first [---] MW facilities on [---] acres. Purpose: Hyperscale AI infrastructure with operational certainty and lasting value for communities. Start of operations: Mid-2027. In other locations: Polaris Forge [--] (400 MW North Dakota) the first [---] MW center launched Q4 [----]. Applied Digital is steadily building AI factories where power cooling and operational efficiency count. https://twitter.com/i/web/status/2014358440643068411 https://twitter.com/i/web/status/2014358440643068411"
X Link 2026-01-22T15:24Z [---] followers, [---] engagements
"Energy and physical support as a necessary enabling layer for AI [--]. Electrical infrastructure and grid construction the first bottlenecks Quanta Services $PWR: construction and upgrade of transmission networks connection of data centers. Eaton $ETN: electrical distribution protection and power management. Exelon $EXC: regulated grids and nuclear base in the US. Talen Energy $TLN and Vistra $VST: power generation close to large AI loads. Key thesis: AI investments stop without physical connection to the grid. [--]. Base-load power generation for AI Constellation Energy $CEG: largest nuclear"
X Link 2026-01-22T16:28Z [---] followers, [----] engagements
"$INTC Results (Q4): EPS $0.15 (vs. $0.09 consensus) Revenue $13.67B 4.1% YoY Segments: Client Computing: $8.19B (slightly below expectations) Data Center & AI: $4.74B (above expectations) Foundry: $4.51B Other: $574M Intel 18A: first products launched expansion underway (key milestone) Q1 Guidance: Revenue $11.712.7B (midpoint below consensus) EPS break-even (below expectations) Gross margin 32.3% Supply lowest in Q1 improving in Q2+ ➡ AI/DC stronger client still weak; 18A execution remains key investment variable. https://twitter.com/i/web/status/2014449347870564453"
X Link 2026-01-22T21:25Z [---] followers, [---] engagements
"$SSNLF HBM4 & Nvidia $NVDA Samsung nears Nvidia certification for HBM4 AI memory final phase of qualification after September sample delivery (Bloomberg). HBM4 mass production: February target Key to joining SK Hynix and Micron in NVDA ecosystem (Rubin) AI RAM prices: +50% QoQ on excess demand Market already over-hyping the possibility of Samsung becoming Nvidias third strategic HBM supplier. https://twitter.com/i/web/status/2015691087738765426 https://twitter.com/i/web/status/2015691087738765426"
X Link 2026-01-26T07:39Z [---] followers, [---] engagements
"$TSLA Q4: numbers are in thesis is not automotive Consensus points to $24.8 billion in revenue EPS $0.45 auto gross margin 14.8%. Q4 deliveries 418k (below consensus) -16% YoY. This alone does not solve the story. Market response will not depend on: short-term margins volume fluctuations pricing adjustments. The key is whether Tesla shifts the narrative from OEM to platform: - clear timeline for uncontrolled FSD and real-world safety validation - concrete steps towards scaling robotaxi/Cybercab - progress on Optimus (gen2) production path - signal that AI5 inference is not experimental but"
X Link 2026-01-26T18:56Z [---] followers, [---] engagements
"$TEM why this matters Tempus AI has clinically validated IPS a multimodal AI biomarker that consistently outperforms TMB MSI and PD-L1 in predicting response to immunotherapy (ICI). [--] independent cohorts HR [----] stronger prognostic value Discovery of missed patients (e.g. MSS colorectal cancer HR 0.2) Expanding ICI potential to rare cancers (IPS-high 17% HR 0.26) Key thesis: AI + multimodal data better clinical decisions without additional testing as IPS acts as an adjunct to existing xT/xR tests. This is a transition from sequencing to algorithmic medicine with real clinical utility."
X Link 2026-01-27T13:40Z [---] followers, [----] engagements
"$NET Why the market is reassessing Cloudflare Cloudflare is moving from CDN/security to AI-ready internet infrastructure. Key growth drivers: 1) Edge + AI inference (Workers AI AI Gateway) TAM expansion 2) Strong growth in large customers and high net retention 3) High gross margins (76-77%) confirm platform scalability 4) Network effect: security performance and AI on one global network Thesis: the market is no longer buying an internet utility but a platform for AI-infrastructure at the edge of the network. This is not investment advice. https://twitter.com/i/web/status/2016147754339180940"
X Link 2026-01-27T13:54Z [---] followers, [---] engagements
"$GEV Q4 Preview GE Vernova reports Jan [--] before the open. Consensus: EPS $3.14 revenue $10.22 billion (-3.2% YoY). Revisions last [--] months: EPS: 4x up / 3x down stable profit picture Revenue: 2x up / 4x down focus will be on margins not growth What to watch out for when announcing 🔹 Free cash flow (FCF) confirms profit quality 🔹 Segment margins (Power / Wind / Grid) is operating leverage materializing 🔹 Orders & backlog signal of demand sustainability 🔹 Comments on capital discipline CAPEX working capital 🔹 [----] guidance mainly margins and FCF not revenue growth Key signal: the market"
X Link 2026-01-27T17:39Z [---] followers, [---] engagements
"@BillAckman The real threat to civilization is not AI. The threat is that we will mismanage it as badly as we did social media only this time the stakes are higher"
X Link 2026-01-27T18:07Z [---] followers, [--] engagements
"$RBRK Rubrik is: cloud-native API-first designed around cyber resilience / ransomware recovery enters the security budget no longer just the IT backup budget. This means: their revenues are now partly substitutes not correlated indicators of market health. I don't see CVLT as a leading indicator for RBRK. I see it as a lagging indicator of the lost position of legacy players. If anything CVLT's weakness is consistent with the thesis that Rubrik: - is taking share - is redefining the category - is moving from a "backup vendor" to a cyber resilience platform."
X Link 2026-01-27T21:04Z [---] followers, 11.5K engagements
"$RBRK / CVLT Short-term correlation long-term competition The market often makes a mistake: it sees two companies labeled backup and punishes or rewards them at the same time However: - short-term price action correlation - structural competitive dynamics If CVLT is bad: this can be a bad signal for legacy spend and at the same time an acceleration of migration to RBRK. This will be reflected in a lag in: - net new ARR - large enterprise wins - dollar-based net retention. $RBRK - over the last few Qtrs Rubrik mgmt explained at length how they are outpacing competition and legacy platforms and"
X Link 2026-01-28T08:24Z [---] followers, [---] engagements
"$RBRK Rubrik's win-vector is not backup Rubrik doesn't win because it's better backup. It wins because: - it sells ransomware recovery time not capacity - it integrates with Zero Trust SIEM identity stack - it enables immutable backups + instant recovery in the cloud. This is why: - CISOs are involved in the decision - deal size is growing - the competition is no longer just CVLT but also having nothing and risking nothing. This puts $RBRK in a higher value tier. How I see it right now (not with a trader mentality): - sentiment is still IPO-contaminated (overhang lock-up mindset) - market"
X Link 2026-01-28T08:41Z [---] followers, [---] engagements
"$META Earnings Focus AMC key points to watch today: ARPU growth is it growing faster than user growth Advertising price Price per ad more than impressions AI CapEx is it leveling off or escalating Free Cash Flow is it positive despite AI investments Margins (Family of Apps) stable/growing despite AI costs Management signal ROI for advertisers and AI monetization https://twitter.com/i/web/status/2016439441703702904 https://twitter.com/i/web/status/2016439441703702904"
X Link 2026-01-28T09:13Z [---] followers, [---] engagements
"$GEV Q4 & Multi-Year Outlook GE Vernova Beats Expectations: EPS $13.39 vs $10.26 Revenue $10.96 bn (+3.8% YoY) Orders $22.2 bn (+65% org.) Free Cash Flow $1.8 bn. 📌 Key Highlights: - $15 billion backlog growth in energy and electrification - $1.2 billion adjusted EBITDA (10.6%) $2.5 billion operating cash flow - [----] forecast: $4445 billion revenue 1113% EBITDA margin $55.5 billion free cash flow - [----] forecast: $56 billion revenue 20% EBITDA margin $24 billion cumulative free cash flow Segments: - Power: high organic growth 22% EBITDA margin - Wind: low double-digit growth 6% EBITDA margin"
X Link 2026-01-28T11:53Z [---] followers, [---] engagements
"$GOOGL Energy Becomes AI Bottleneck Google Joins $425M Series E Funding in Redwood Materials (Battery Materials Energy Storage Recycling). The Signal is Clear: AI and Data Centers Demand Their Own Reliable and Price-Stable Energy. 📌 Why This Matters: Redwood = Vertical Integration: Materials Batteries Storage Grid Google Secures Energy Infrastructure for Data Center Growth Synergy with Recent Acquisition of Intersect ($4.75B) Energy + DC Infrastructure Moving from Compute Bottleneck to Energy Bottleneck Takeaway: Alphabet is not just investing in AI but in the physical layer of the AI"
X Link 2026-01-28T18:56Z [---] followers, [--] engagements
"Microsoft (MSFT) Results Above Consensus: Revenue $81.3 billion (vs. $80.3 billion) EPS $4.14 (vs. $3.63) Cloud revenue $32.9 billion (vs. $32.4 billion) Cloud remains the main growth engine operating leverage is clearly reflected in EPS. Monetization of AI infrastructure is moving from investment phase to profitability phase. $MSFT KPIs to watch today: 1) Azure growth (CC) 2) AI contribution to Azure growth 3) Operating margin stability 4) CapEx guidance vs revenue growth My view: Defensively positive. MSFT is the most bond-like AI play today: stable cash flow + AI option. MSFT does not"
X Link 2026-01-28T21:14Z [---] followers, [---] engagements
"Tesla (TSLA) 4Q earnings mixed picture: Revenue $24.9 billion (vs. $25.11 billion) Operating profit $1.41 billion (vs. $1.32 billion) Adjusted EPS $0.50 (vs. $0.45) Key: Despite a slight revenue miss margin discipline is improving. The market will focus less on vehicles and more on FSD AI roadmap energy and capex priorities. $TSLA KPIs that count today ER AMC: 1) Automotive gross margin ex-credits 2) Free Cash Flow (is it still positive) 3) FSD take-rate / regulatory progress 4) CapEx discipline (is AI eating up core biz) $TSLA KPIs that count today ER AMC: 1) Automotive gross margin"
X Link 2026-01-28T21:16Z [---] followers, [--] engagements
"$NOW is a quality SaaS story with the addition of AI momentum. EPS + revenue beat: short-term positive reaction cRPO + buyback: medium-term growth confirmation AI integration: long-term upside The market should evaluate the quarter positively because there is clear growth + stable cash flow. $NOW Why I'm optimistic about reporting today: 1.) Sustained Subscription Revenue Growth The company has been showing stable double-digit growth for a long time indicating strong demand for workflow & enterprise platforms. Integrating AI into Now Assist potentially increases $NOW Why I'm optimistic about"
X Link 2026-01-28T21:32Z [---] followers, [---] engagements
"Gold and Silver as mentioned a few days ago gold has well exceeded the [----] USD mark per ounce and given the strength this will continue to [----] USD. Silver also shows a lot of strength as it exceeded the [---] USD mark today and will also continue its path towards [---] USD. This is not investment advice. Gold $XAU: A Signal Not an Investment Engine Gold is a non-productive asset no cash flow no substitute for stocks or entrepreneurship. Its strength is not in perfect protection but in a signal of trust. The price increase is not a story about inflation but about how https://t.co/tYsb4Mv9Ij Gold"
X Link 2026-01-29T13:24Z [---] followers, [--] engagements
"$NOW ServiceNow Inc ER - Sales $3.6B vs Est. $3.5B - EPS $0.92 vs Est. $0.89 - cRPO $12.9B -- up 25% YoY - $5B buyback plan authorized NOW business results are good but the market is buying future work not already delayed results. The beat itself didn't change the growth narrative so the stock adjusted downward. The stock fell because: 1.) Beat failed to meet very high expectations 2.) Market wants concrete measurable AI monetization (ballpark $ not just good pipeline signals) 3.) M&A and CapEx are hampering sentiment due to uncertainty around integration and dilution 4.) Anim on high"
X Link 2026-01-29T13:36Z [---] followers, [---] engagements
"How to view today's market developments: It's a classic divergence between: - confirmed micro results - and macro expectations about the cost of capital and global stability. The market is not falling due to a lack of fundamental confirmation of AI growth. The market is falling because the macro framework remains uncertain primarily around: - the duration of high interest rates (Fed) - global tensions and ineffective monetary signals - consumer and investment sentiment distancing growth from risks. https://twitter.com/i/web/status/2016908460714033514"
X Link 2026-01-29T16:17Z [---] followers, [--] engagements
"SoFi $SOFI Q4 Earnings Preview (Jan [--] pre-open) Consensus: EPS $0.11 (+120% YoY) Revenue $982m (+34% YoY). History: 75% EPS beat 100% revenue beat (2 years). Revisions: EPS 5x up revenue 11x up (3 months). Risks: Higher bond yields pressure loan demand; possible lower [----] EBITDA guide due to investments. Positive: Management typically guides conservatively and raises guidance later. Stock 7% below 20D MA volatility likely on release. https://twitter.com/i/web/status/2016939757540921630 https://twitter.com/i/web/status/2016939757540921630"
X Link 2026-01-29T18:21Z [---] followers, [---] engagements
"Chevron $CVX Q4 Highlights EPS (non-GAAP) $1.52 +$0.08 beat Revenue $46.9 billion (-10.3% YoY but above expectations) Operating CF $10.8 billion adjusted FCF $4.2 billion 2025: production +12% global / +16% US (record) Reserve replacement 158% Dividend +4% to $1.78/q Key: Strong cash flow production growth and capital discipline despite lower revenues. https://twitter.com/i/web/status/2017211369364263143 https://twitter.com/i/web/status/2017211369364263143"
X Link 2026-01-30T12:20Z [---] followers, [--] engagements
"Interesting month-end / Market snapshot (Friday): Technology: clear pullback/correction profit taking after strong AI run more pressure on multiples than fundamentals Gold: relative strength signal of erosion of confidence not growth in real productivity Silver: more volatile lagging behind gold industrial component feels cooling expected and necessary decline Oil: stable to slightly higher geopolitical premium + limited supply DXY: stronger dollar tailwind for risk-on and commodities Overall picture: the market is moving from euphoria to selective risk. Not a market flight but a rotation and"
X Link 2026-01-30T12:27Z [---] followers, [--] engagements
"SoFi $SOFI Fundamental Story Accelerating EPS $0.13 (beat) Revenue $1.03 billion (+40% YoY) Record EBITDA $318 million (+60%) operating leverage is working Commissions +53% decreasing dependence on interest rate cycle Members [----] million (+35%) Products [----] million (+37%) platform impact [----] guidance: 30% revenue growth EBITDA margin 34% EPS $0.60 (above consensus) The bottom line: SoFi is transitioning from growth to a scalable high-margin financial platform with increasing recurring revenue. The market is still talking about the cycle the company is already building a post-cycle"
X Link 2026-01-30T12:32Z [---] followers, [---] engagements
"AMD $AMD Q4 pre-release; Tuesday AMC Consensus: EPS $1.32 (+21% YoY) Revenue $9.67 billion (+26% YoY). Thesis remains data center + AI. Key KPIs for ER: Data Center segment growth (EPYC ASP + cloud share) AI GPU revenue visibility 2025-26 (MI355 / MI450 / MI455) Production timeline + customer engagement Gross margin & pricing power commentary Guidance (excl. China / MI308) AMD = data center execution + AI roadmap credibility. https://twitter.com/i/web/status/2018331468238348700 https://twitter.com/i/web/status/2018331468238348700"
X Link 2026-02-02T14:31Z [---] followers, [---] engagements
"$SNOW before ER Snowflake has inked a multi-year $200M deal with OpenAI that brings models (e.g. GPT-5.2) directly into Snowflake Cortex AI. This strengthens SNOW as an enterprise AI data layer AI where the data already lives with security and governance. Why it matters: Accelerates Cortex / AI agent monetization Increases enterprise customer stickiness Moves SNOW higher in the AI value stack (data inference agents) ER KPIs (Feb 25): Product revenue & YoY growth Remaining Performance Obligations (RPO) Cortex AI usage / revenue Gross margin & FCF trend FY26 Guidance (AI contribution) Thesis:"
X Link 2026-02-02T14:43Z [---] followers, [---] engagements
"$ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players for electrification data centers and energy infrastructure. The market will look less at the quarter and more at the visibility of orders + margins. ER control KPIs: Organic revenue growth (Electrical Americas / Global) Orders & backlog (data center + grid) Segment operating margins FCF conversion FY guidance (EPS & organic growth) AI/DC demand commentary Thesis: ETN = long-term electrification winner short-term execution and margin driven not macro driven."
X Link 2026-02-02T16:29Z [---] followers, [---] engagements
"$PLTR Why do I believe this story Because Palantir is not an application but an operational layer where models are executed not just run. This is the difference between: - AI feature - AI execution environment The market still misvalues this difference so framing broader SaaS decline really misses the point. Palantir is: - decision infrastructure Its differentiation is in: - integration into real-world decision flows - accountability (audit governance) - operational feedback loops Palantirs moat is: - cumulative institutional experience - not IP not model not code This is one of the hardest"
X Link 2026-02-02T18:28Z [---] followers, [---] engagements
"Electrification is a key bottleneck for the future of artificial intelligence $ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players for electrification data centers and energy infrastructure. The market will look less at the quarter and more at the visibility of orders + margins. ER control KPIs: Organic https://t.co/RtulEdWXJp $ETN before ER release - Tuesday BMO Eaton remains one of the purest picks & shovels players for electrification data centers and energy infrastructure. The market will look less at the quarter and more at the visibility of orders"
X Link 2026-02-02T18:59Z [---] followers, [--] engagements
"$PLTR after ER 📈💪 Palantir reaffirms the thesis: AI as an operational layer not an experiment. Growth is driven by commercial AI contracts a strong demand pipeline and high operational discipline. Key highlights: Acceleration in AIP / commercial segment High revenue visibility and long-term contracts Strong operational leverage AI monetization real cash flow not promises The market still values the story as a cycle. PLTR is increasingly behaving like a platform with a permanent moat. This is not just a good quarter it is a structural confirmation of the thesis"
X Link 2026-02-02T21:17Z [---] followers, [---] engagements
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