[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@Stephanie_Link](/creator/twitter/Stephanie_Link)
"$VRT: strong Q with beat/raise on XX% sales growth and 200bps beat on OM. Orders grew XX% y/y and book to bill of 1.4x provides nice future visibility. #datacenter"  
[X Link](https://x.com/Stephanie_Link/status/1980963410008330468) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-22T11:44Z 199.5K followers, 11K engagements


"$GEV: solid Q beating on EBITDA and organic sales. Raised electrification growth to 25%. Orders up XX% and book to bill at 1.5x. #Electrification"  
[X Link](https://x.com/Stephanie_Link/status/1980965073951846827) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-22T11:50Z 199.5K followers, 11.2K engagements


"$VRT new CFO news (not a surprise) should be viewed positively given track record as a leader to continue improving operational improvements and global supply chain management"  
[X Link](https://x.com/Stephanie_Link/status/1977765254231630179) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-13T15:55Z 199.6K followers, 9349 engagements


"$CMG $ETN $ROK @CNBC"  
[X Link](https://x.com/Stephanie_Link/status/1956600226002714790) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-08-16T06:13Z 199.5K followers, 10.6K engagements


"This is a fun read"  
[X Link](https://x.com/Stephanie_Link/status/1974801709026115735) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-05T11:39Z 199.5K followers, 9962 engagements


"Deregulation is real in the banking industry: $FITB buys $CMA for a XX% premium - will now have exposure in XX of the nation's XX fastest growing large MSAs. Expects to see 200bps improvement to its 2027E efficiency ratio 11bps improvement to ROA & 200bps improvement to ROTCE"  
[X Link](https://x.com/Stephanie_Link/status/1975193661609836581) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-06T13:37Z 199.6K followers, 10K engagements


"$WFC has a mixed 3Q but increases medium term ROTCE to 17-18% from 15%. The Asset Cap lift was a catalyst for positive change at the company. Better profitability = higher multiple"  
[X Link](https://x.com/Stephanie_Link/status/1978100330341568980) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-14T14:07Z 199.5K followers, 9123 engagements


"Can James Franklin go to Boston College or the NY Jets or the NY Rangers for that matter"  
[X Link](https://x.com/Stephanie_Link/status/1980002707344597281) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-19T20:06Z 199.5K followers, 16.9K engagements


"$GE outstanding results by an outstanding mgmt team. Beat & raise on total revs up XX% y/y: CES orders up X% Svs up XX% TR up XX% and 170bps margin expansion and Defense TR up XX% and XXX bps margin expansion. FCF guide up to $7.1-$7.3B & should get $10B by 2028"  
[X Link](https://x.com/Stephanie_Link/status/1980702894518042996) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-21T18:29Z 199.5K followers, 7528 engagements


"Reviewing the bank earnings I found this an interesting stat: Big X capital markets revenues: on average up XX% y/y which was the 7th straight quarter of growth. Going back to 1Q 2009 this marked the 4th highest quarter on record (after 1Q21 1Q25 and 2Q20) and the best 3Q"  
[X Link](https://x.com/Stephanie_Link/status/1980740977288458311) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-21T21:00Z 199.5K followers, 9660 engagements


"$GS: IB pipeline stands at a3-year high despite strong quarter. Early innings for the sector"  
[X Link](https://x.com/Stephanie_Link/status/1978291053040914542) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-15T02:45Z 199.5K followers, 9470 engagements


"Everyone wants to fade the banks post ++EPS. I fade the fade. X to add on pbx: $MS ROTCE at XXXX% (better than $JPM) w IB +44% trading +25% WM NNA +5% efficiency ratio -XXX bps y/y. $WFC raising ROTCE for the first time since asset cap went into place in 2017 to 17-18%"  
[X Link](https://x.com/Stephanie_Link/status/1978572093672362104) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-15T21:22Z 199.5K followers, 11.4K engagements


"Bought $DECK. Brand momentum with DD growth International and DTC growth invsales for X consecutive Qs. Valuation. #imarunner"  
[X Link](https://x.com/Stephanie_Link/status/1960136933734338895) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-08-26T00:27Z 199.5K followers, 16.3K engagements


"$APTV - the next spin on my radar"  
[X Link](https://x.com/Stephanie_Link/status/1964295478578712859) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-06T11:51Z 199.5K followers, 10.9K engagements


"$MMM: Another well run mgmt team out-punching their weight. Beat EPS TR Margins and better organic growth. Now sees 180-200 bps of margin expansion as well. 12.5x EBITDA vs group at 17x"  
[X Link](https://x.com/Stephanie_Link/status/1980703527811850517) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-21T18:31Z 199.5K followers, 9449 engagements


"Average long-term US mortgage rate drops to XXXX% lowest level in more than a year #housing"  
[X Link](https://x.com/Stephanie_Link/status/1981405023948198289) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-23T16:59Z 199.5K followers, 5923 engagements


"$PG: solid beat w beauty much stronger than X at X% vs XXX% and personal care up HSD. GM also a standout. A common theme throughout EPS so far - tariffs less a headwind than initially expected - $400m vs $800m initial. Solid ending to Jon Moeller reign"  
[X Link](https://x.com/Stephanie_Link/status/1981695425213235231) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-24T12:13Z 199.5K followers, 6805 engagements


"$SPX up XX% YTD - better economic growth Fed cut cycle and XX% EPS growth which is better than expected. Enjoy this interesting pair: Enrique Iglesias & Miranda Lambert Space In My Heart"  
[X Link](https://x.com/Stephanie_Link/status/1981822757181739128) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-24T20:39Z 199.5K followers, 8058 engagements


"No credit issues that many complained about. Solid Q overall. $COF: DQs down 36bps y/y in September - at 3.89%. NCO rates fell 93bps y/y in September. Credit card NCOs better than expected as well down 98bps y/y. Charge off rate has been improving for X quarters"  
[X Link](https://x.com/Stephanie_Link/status/1980770395172319722) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-21T22:57Z 199.5K followers, 9396 engagements


"$IBM $AMD: Pretty big news"  
[X Link](https://x.com/Stephanie_Link/status/1982051694952280487) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-25T11:48Z 199.5K followers, 6332 engagements


"$AHT.L: seeing tailwinds from strong construction starts & the Dodge momentum index - construction put-in-place are at/near record levels and +13% y/y. Non-resi cycle has de-linked from residential driven by reshoring and government spending acts $URI"  
[X Link](https://x.com/Stephanie_Link/status/1633084864554467329) [@Stephanie_Link](/creator/x/Stephanie_Link) 2023-03-07T12:39Z 199.6K followers, 8534 engagements


"$BA announces new CFO as Kelly Ortberg continues to bring in his folk. Interesting that they both worked together at $UTX back in the day - Ortberg at Collins Aero and Malave CFO at Carrier. Synergies"  
[X Link](https://x.com/Stephanie_Link/status/1939804196426957023) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-06-30T21:52Z 199.6K followers, 8422 engagements


"Homework this wknd on $APTV and $COF. Stay tuned"  
[X Link](https://x.com/Stephanie_Link/status/1964814054125707621) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-07T22:12Z 199.6K followers, 13K engagements


"Another day another spin candidate: $CTVA considering separating Seeds business from Crop Protection. Seeds accounted for XX% of CTVA's $17B topline and XX% of profitability and would carry a much higher multiple vs Crop Protection"  
[X Link](https://x.com/Stephanie_Link/status/1967584859989368866) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-15T13:42Z 199.6K followers, 8597 engagements


"Director of the Macao Tourism Office says the X day long holiday that combines National Day holiday and Mid-Autumn Festival will see daily passenger turnover at 150K compared to year-ago 140K. $LVS $WYNN $MLCO"  
[X Link](https://x.com/Stephanie_Link/status/1972604327849291984) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-29T10:08Z 199.6K followers, 9123 engagements


"Basel III Endgame will release excess capital for banks to buy back more stock increase dividends and lend. Even without it - the big X have $192B still remaining in share repurchases. Welcome 3Q EPS season tomorrow - $JPM $WFC $C $GS"  
[X Link](https://x.com/Stephanie_Link/status/1977763985580540254) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-13T15:50Z 199.6K followers, 14.1K engagements