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[@Stephanie_Link](/creator/twitter/Stephanie_Link)
"Good week on the economic front + solid start to earnings from banks & industrials - reactions are opportunities as EPS season is just "silly" season. $WFC $MS $BLK $MMM $GE $ABB $NFLX Good vibe while running this morning: Zara Larson - Don't worry bout me Have a good wknd"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1946299861793734972) 2025-07-18 20:03:42 UTC 192.8K followers, 8277 engagements


"2Q bank EPS h/b solid: fees provisions effiencies & trading. Of big X $BAC is undervalued imo: $BAC & $GS similar ROTCE (13.4% and 13.6%) yet $BAC is now trading at a .4x-turn multiple discount to GS on TBVPS (1.7x vs. 2.1x). As an aside $MS ROTCE XXXX% impressive"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1945627982070255928) 2025-07-16 23:33:53 UTC 192.8K followers, 10.1K engagements


"More news on the expansive data center growth - OpenAI $ORCL"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1947613955943256436) 2025-07-22 11:05:26 UTC 192.8K followers, 6951 engagements


"$DHI: up XXXX% today. The largest gain since April 2020. Doesnt take much for the down and outers. Still like housing theme as a favorite for the next decade. Puts/takes until rates fall. When they do the group will be much higher. #patience"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1947825947442303135) 2025-07-23 01:07:49 UTC 192.8K followers, 7345 engagements


"Very solid economic data this am: Retail Sales up .6% Ex-auto up .5% Weekly jobless claims 221K Philly Fed up XXXX. Tame export/import prices. Supportive of X 1/2% GDP growth with steadying inflation trends"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1945828046495527330) 2025-07-17 12:48:52 UTC 192.8K followers, 18.4K engagements


"$GE: Solid beat on EPS EBIT and XX% revenue growth with XX% margins. CES revs up XX% - supportive of the strong aerospace cycle with margins up XX bps y/y and XX bps sequentially. Ests up across the board and raised 2028 target on FCF to $8.5B. $BA $RTX"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1945829352132022578) 2025-07-17 12:54:03 UTC 192.8K followers, 7669 engagements


"Growing up I will admit he scared me. But learned to appreciate his craft over time. A pioneer"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1947826362045337890) 2025-07-23 01:09:28 UTC 192.8K followers, 7682 engagements


"Deregulation for the banking industry will lead to higher buybacks and dividends but also more M&A as well. Today's $HBAN deal to acquire $VBTX is just the beginning imo. Especially with XX% expense synergies"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1944778671165710347) 2025-07-14 15:19:02 UTC 192.8K followers, 7982 engagements


"AI is everywhere but still under appreciated within the industrial side of the economy. $ROK taps $NVDA to bring AI to its bots via @ManufactureDive"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1926643389597929837) 2025-05-25 14:15:54 UTC 192.8K followers, 13.2K engagements


"$BK/$NTRS combination would be to enhance $BK's wealth management and investment services business. Follows $COF/Discover Financial earlier in the year. M&A is picking up in the industry following less regulation. $XLF"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1937170186030969184) 2025-06-23 15:25:37 UTC 192.7K followers, 7756 engagements


"M&A activity quietly accelerating past month valued at $352B: Charter/Cox Verizon/Frontier Strathcona/MEG Energy Dicks/Footlocker 3G/Skechers - just a few. $MS $GS $KKR $XLF"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1923424241824698632) 2025-05-16 17:04:09 UTC 192.8K followers, 11.1K 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"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1939804196426957023) 2025-06-30 21:52:14 UTC 192.8K followers, 8176 engagements


"$ABB: an important bellwether for US electrical automation industrials stocks. Stock up X% post EPS w/ record quarterly orders & BTB of 1.10x. Revs up XXXX% from X% Q/Q and also increased guide from LeGrand - another EU comp. $ETN $ROK $HUBB $VRT $WCC. #electrification"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1945830957208203434) 2025-07-17 13:00:26 UTC 192.8K followers, 7560 engagements


"It won't take much for the housing sector to move higher: Mortgage applications rose to a X mo high as rates fall to X mo low. USA - 5m homes short as homebuilders have under produced for XX consecutive years. Pent up demand. $DHI $TOL $KBH etc"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1943050270335996194) 2025-07-09 20:50:59 UTC 192.7K followers, 11.4K engagements


"And the trade game continues. Ignore - buy stocks. Remember the long term total return is 7.7%"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1931854739639062926) 2025-06-08 23:23:56 UTC 192.8K followers, 16.2K engagements


"A little backing and filling this week ahead of what should be a strong earnings season and positive catalyst for the markets. Big banks here we come $WFC $TFC $MS $GS $JPM $BAC $C Have a fun weekend - always a good tune: The Black Crows - Remedy"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1943780435391393965) 2025-07-11 21:12:24 UTC 192.7K followers, 12.3K engagements


"Moodys is late with its downgrade - which isnt a surprise. Fitch SP Global already there"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1923548728192893375) 2025-05-17 01:18:49 UTC 192.8K followers, 20.9K engagements


"$DHI: ugly y/y numbers but beat on just about every metric relative to consensus and against very low expectations. Execution remains best in class in a tough sector"  
![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::455309376.png) [@Stephanie_Link](/creator/x/Stephanie_Link) on [X](/post/tweet/1947617859175387476) 2025-07-22 11:20:57 UTC 192.8K followers, 9977 engagements