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[@Noriskreward26](/creator/twitter/Noriskreward26)
"$BA $SPR: EU poised to conditionally OK the $4.7B deal by Oct XX with remedies incl. divesting Airbus-linked Spirit ops (e.g. Prestwick/Subang/Belfast). Why it matters: supply-chain consolidation & quality-control reset; read-through $ITA. Risks: U.S. review/remedy scope. (Reuters)"  
[X Link](https://x.com/Noriskreward26/status/1977669592165052702) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-13T09:35Z XX followers, XXX engagements


"$SNPS / $ANSS FTC final consent order on $35B deal = key regulatory step cleared. Setup for spread-narrow + deal-closure path. Read-through $CDNS. Risks: ex-US remedies/integration. Window 15d"  
[X Link](https://x.com/Noriskreward26/status/1980255843435057354) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-20T12:52Z XX followers, XX engagements


"$RDFN / $Z / $OPEN Housing read-through: UK softness U.S. portal beta into earnings. Watch traffic/lead indicators + mortgage-rate path. Risk: cross-market signal fades fast. Window 13d"  
[X Link](https://x.com/Noriskreward26/status/1980256171345780809) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-20T12:53Z XX followers, XX engagements


"$BA Production boost: Boeing (BA) given FAA green-light to lift XXX MAX production cap to 42/month (from 38) positive supplier/supply-chain read-through ($SPR $TDG $HXL). Execution still key. #Aerospace #Manufacturing #SupplyChain"  
[X Link](https://x.com/Noriskreward26/status/1980257339115557038) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-20T12:58Z XX followers, XXX engagements


"$DNTH secures exclusive DNTH212 license + cites cash runway into 2028. Early but funded: classic biotech spec over 13d; thin float can exaggerate moves. Risks: early-stage efficacy"  
[X Link](https://x.com/Noriskreward26/status/1978842423053754681) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-16T15:16Z XX followers, XX engagements


"$BTM registered direct: 4.29M shares at $XXXX = $15M gross. Adds liquidity; near-term dilution overhang. Watch closing timing and borrow rates. #CryptoATMs #CapitalRaise"  
[X Link](https://x.com/Noriskreward26/status/1975900456523337922) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-08T12:25Z XX followers, XX engagements


"$ONTO: Amends Semilab USA deal after DOJ Second Requestexcludes EIR business. New terms: $432.3M cash + 641771 shares ($495M). Affirms Q3 guide; XX% EPS accretion yr-1; $120M rev from acquired ops. Read-through: $KLAC $AMAT $SMH. Watch HSR refile/clearance. (SEC 8-K)"  
[X Link](https://x.com/Noriskreward26/status/1977668754277540179) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-13T09:32Z XX followers, XXX engagements


"$AVGO drops Thor Ultra toward 800G AI fabrics just as China sprints to blanket DCs with 400G (and eyes 800G next). If export rules bite China mix shrinksbut hyperscaler demand ex-China can still carry the print. Watch Ethernet share vs. IB. Read-through: $ANET $MRVL $NVDA $SMH. Bull = backlog; Bear = China choke"  
[X Link](https://x.com/Noriskreward26/status/1978100984439001235) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-14T14:10Z XX followers, XXX engagements


"$HPE Analyst Day: FY26 FCF target $1.5B$2.0B dividend +10% AI infra focus. Read-through to $ANET $CSCO and server supply chain. Risk: backlog conversion timing"  
[X Link](https://x.com/Noriskreward26/status/1978842913372049559) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-16T15:18Z XX followers, XXX engagements


"$WES $ARIS deal: preliminary consideration election results posted. Closing mechanics progressing; midstream/water flow alignment. Watch: proration details close date index rebalances"  
[X Link](https://x.com/Noriskreward26/status/1975897903442039289) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-08T12:15Z XX followers, XX engagements


"$SCHW reports record profit on client assets/trading; flows and cash-sorting watch-items. $XLF tone improves if guidance holds. Risk: rate path pressure on NIM. Src: Reuters"  
[X Link](https://x.com/Noriskreward26/status/1978842737936945624) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-16T15:17Z XX followers, XX engagements


"$ROAD Closes FL acquisition (Daytona/East Coast). Adds revenue runway amid state infra spend; margin mix tailwind. Read-through $VMC/ $MLM. Risk: integration/project timing. Window 13d"  
[X Link](https://x.com/Noriskreward26/status/1980256006895452660) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-20T12:53Z XX followers, XX engagements


"$CLF 🚨 Earnings-alert: Cleveland-Cliffs (CLF) reports Q3 with $XXXX B revenue trims capex to $XXX M and announces MoU with a major foreign steel producer + rare-earth play in Michigan/Minnesota. Opportunity: improved margins + tariff tailwinds. Watch: steel peers $NUE $X. #Steel #Mining #Materials"  
[X Link](https://x.com/Noriskreward26/status/1980257176091349276) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-20T12:57Z XX followers, XX engagements


"Airbus / Thales / Leonardo EU Satellite JV framework (10 B) moving forward; governance structure due soon. Europes answer to Starlink Eyes on space & comms suppliers. #Space #Satellites #EU"  
[X Link](https://x.com/Noriskreward26/status/1980257960585568710) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-20T13:01Z XX followers, XX engagements


"Internet acting weird Its not youAWS (US-EAST-1) had a major outage overnight (DNS/services) knocking apps like Snapchat Fortnite & Alexa. Recovery is underway. Trader watch: $AMZN; ETFs $SKYY $CLOU $HACK; incident-response $DDOG $ZS $PANW $CRWD. #AWS #Outage #stocks"  
[X Link](https://x.com/Noriskreward26/status/1980274013210309048) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-20T14:04Z XX followers, XXX engagements


"$FOSL slides after extending 2026 notes exchange offer. Liability-mgmt uncertainty and dilution fears in play; expect event-driven whips. Watch borrow"  
[X Link](https://x.com/Noriskreward26/status/1978842564087193659) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-16T15:16Z XX followers, XX engagements


"$KO / $PG / $IBM / $INTC / $NFLX / $TSLA Mega-cap earnings cluster this week could rotate flows: defensives vs. tech. Watch $SPY/ $QQQ reactions TueFri. #EarningsWeek #Stocks #Investing"  
[X Link](https://x.com/Noriskreward26/status/1980262685519290535) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-20T13:19Z XX followers, XXX engagements


"$RKLB Momentum building into Neutron milestones and fresh re-rating chatter. Watch: launch cadence updates Neutron test progress new mission awards; track volume vs 3-mo avg and IV. Read-through: small-cap space names; ETF: $ARKX. #Space #Aerospace #Stocks"  
[X Link](https://x.com/Noriskreward26/status/1980286667337412704) [@Noriskreward26](/creator/x/Noriskreward26) 2025-10-20T14:55Z XX followers, XXX engagements