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[@TheTranscript_](/creator/twitter/TheTranscript_)
"$META's Q2 XX earnings call is in exactly X weeks from today: Tuning in is worth $100M+"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945559094359998726) 2025-07-16 19:00:09 UTC 86.6K followers, 8529 engagements


"Groq establishes its first European data center footprint in Finland: Groq CEO: "As demand for AI inference continues at an ever-increasing pace we know that those building fast need more more capacity more efficiency and with a cost that scales""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1942219645743718797) 2025-07-07 13:50:22 UTC 86.6K followers, 22.1K engagements


"Cadence Design Systems CEO: "Our momentum continues to build as we exited 2024 with record bookings and record backlog." CFO: "We had a strong finish to 2024." $CDNS: -XXX% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1891958426772607281) 2025-02-18 21:10:14 UTC 86.6K followers, 6778 engagements


"TSMC reports June 2025 revenue of NT$263.7B down XXXX% MoM but up XXXX% YoY with H1 revenue rising XX% YoY to NT$1.77T. Its Q2 2025 earnings call is set for next week on Thursday July 17th 2025. $TSM $TSMC"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943274662214951310) 2025-07-10 11:42:38 UTC 86.6K followers, 9436 engagements


"Rmy Cointreau FY 24/25 results EUR YoY Sales: -XXXX% to 984.6M Operating Profit: -XXXX% to 217.0M Net profit : -XXXX% to 121.2M ".our recent performance seems to indicate that we have finally reached the bottom." $REMYF: +5% today"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1930217462349332862) 2025-06-04 10:57:59 UTC 86.6K followers, 5157 engagements


"World No. X Golfer Scottie Scheffler: "Theres a lot of people that make it to what they thought was gonna fulfill them in life and then you get there you get to number one in the world and they're like what's the point""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945397914789900611) 2025-07-16 08:19:41 UTC 86.6K followers, 8525 engagements


"$JPM CEO Jamie Dimon yesterday: "Unfortunately there is complacency in the market about tariffs" Also: "I think the possibility of those higher rates are higher than anyone else thinks. If the market is pricing a XX% chance Im pricing in a XX% to XX% chance.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943596171479687466) 2025-07-11 09:00:12 UTC 86.6K followers, 19.7K engagements


"$DAL President yesterday: " We had our highest cash sales day in the month of July -- for the month of July in a 100-year history yesterday. So advanced bookings are doing well & people are starting.at the beginning when people were fearful we saw the further out bookings going away. ""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943690499984134577) 2025-07-11 15:15:01 UTC 86.6K followers, 11.2K engagements


"Global search engine market share shows a slight decline by Google YoY: $GOOG $GOOGL $MSFT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1942943553992446333) 2025-07-09 13:46:56 UTC 86.6K followers, 14.7K engagements


"$META CEO: " The recent elections also feel like a cultural tipping point towards once again prioritizing speech. So we're going to get back to our roots and focus on reducing mistakes simplifying our policies and restoring free expression on our platforms""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1876612915270242714) 2025-01-07 12:52:39 UTC 86.6K followers, 89.3K engagements


"Johnson & Johnson raises full-year guidance on forex tailwinds & operational performance $JNJ: +1.4% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945440957270299079) 2025-07-16 11:10:43 UTC 86.6K followers, 6019 engagements


"Banks are having a very good quarter: $MS $GS $BAC $WFC $JPM $BK $PNC $C"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945457981757296641) 2025-07-16 12:18:22 UTC 86.6K followers, 9700 engagements


"It's all about Nvidia next week in earnings: $NVDA $LOW $TD $TJX $AMT $INTU $ZM $ADSK $PLNT $DOCU $SNOW $CRM $MARA $TDOC $BYND $JACK $CAVA $INST $COUP $RDFN $OPEN $LUCID $AES $NRG $STLA $VRSK $ACM $DLO $KRO $CIB $HPQ $DELL $RUN $DUOL $MOS $CLOV $BE $ARCH $ESTC $RKLB $PENN $VTRS $AMNL $FRO $APLS"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1893043033253519689) 2025-02-21 21:00:04 UTC 86.6K followers, 30.4K engagements


"$MSFT CEO Satya Nadella giving advice on leadership at the Y Combinator Forum last month: " That magical sort of three things which is bringing clarity creating energy and driving success by solving over-constrained problems is what I think leadership is about.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940908566061502971) 2025-07-03 23:00:37 UTC 86.6K followers, 12.6K engagements


"Earning this week. $TSM $UNH $JNJ $ASML $NFLX $AXP $BX $PNC $USB $SCHW $PGR $TRV $ABT $C $BAC $CSX $KMI $PLD $INFY $ERIC $WIT $KEY $HBAN $STT $CFG $ALV $DHI $UAL $RENT $OZK $FHN $SKIL $ACI $FNBO $EQBK $GSBC $FBK $PNFP $HWC $FULT $MRTN $FFIN $JCS $APLD $KORE $SDVKY $LZB $ALOT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1911736216556544082) 2025-04-14 11:00:07 UTC 86.6K followers, 18.1K engagements


"Buffett: "Life today is better in almost every way. Youve got to figure that you started at a pretty lucky spot just by being born when you were. Imagine staying in some cosmic waiting room for hundreds of thousands of years and then getting dropped into the present not bad timing. So I would focus on whats been good in your life rather than whats gone wrong. Yes bad things happen sometimes very bad things. But life can still be wonderful.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1918693995640742351) 2025-05-03 15:47:50 UTC 86.6K followers, 612.1K engagements


"$META CEO: "SemiAnalysis just reported that Meta is on track to be the first lab to bring a 1GW+ supercluster online. We're actually building several multi-GW clusters""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944873220890390874) 2025-07-14 21:34:44 UTC 86.6K followers, 27.1K engagements


"$IBKR CEO: Customers are buying the dip with increasing urgency. "Also over the quarter we saw the shrinking life of market dips. Investors whether looking for securities with momentum behind them or simply worried about missing out on a rally bought the dip"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945978510889071086) 2025-07-17 22:46:46 UTC 86.6K followers, 6281 engagements


"Citi CEO Jane Fraser: "We reported another very good quarter.Markets had its best second quarter performance since 2020 with a record second quarter for Equities" $C: +0.6% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945096365828100420) 2025-07-15 12:21:26 UTC 86.6K followers, 4435 engagements


"Wells Fargo CEO: "Our second quarter results reflect the progress we are making to consistently produce stronger financial results with net income and diluted EPS up QoQ and YoY." $WFC: -XXX% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945074248441119146) 2025-07-15 10:53:33 UTC 86.6K followers, 5021 engagements


"BlackRock: "$152B of YTD total net inflows led by a record H1 for iShares ETFs alongside private markets & cash net inflows $68B of quarterly total net inflows reflect impact of a single institutional client's $52B lower-fee index partial redemption" $BLK"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945072333401567398) 2025-07-15 10:45:56 UTC 86.6K followers, 4332 engagements


"Delta Air Lines President: "Through the quarter demand trends stabilized at levels that are flat to last year and we continued to see resilience in our diverse high-margin revenue streams." $DAL"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943268438023041250) 2025-07-10 11:17:54 UTC 86.6K followers, 11.5K engagements


"$BAC: "Net charge-offs of $1.5B were flat to 2Q24 and 1Q2""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945439370980233677) 2025-07-16 11:04:25 UTC 86.6K followers, 3618 engagements


"$JPM CEO & CFO banter over financial calculators & compounding returns: CEO: "I had Jeremy do this number one point if you compounded at XX% for XX years. youd have a good chunk of the GDP of the U.S." CFO: I always have to go put new batteries in my HP 12C when you ask me that question." Analyst: "Jeremy I'm glad you're still using HP 12c" CEO: "He just uses his big brain. He doesn't need the 12c.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945619496078905653) 2025-07-16 23:00:10 UTC 86.6K followers, 10.5K engagements


"$STZ Constellation Brands CEO/CFO: "Our Beer Business faced ongoing volume headwinds as subdued spending and value-seeking behaviors persisted among consumers in Q1 FY XX. This remained particularly notable in our top sales states and most significantly in zip codes with larger Hispanic populations in these key markets.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940148627156226348) 2025-07-01 20:40:53 UTC 86.6K followers, 6247 engagements


"Fastenal double beat CEO: "2Q25 net sales were +8.6% largely reflecting contribution from improved customer contract signings over the last six quarters. Market conditions remained sluggish providing minimal contribution." $FAST: +5% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944731847226974477) 2025-07-14 12:12:58 UTC 86.6K followers, 10.4K engagements


"Next week in earnings: $WMT $BABA $DE $AMAT $CSCO $JD $NTES $HMC $DAL $SE $TTWO $CYBR $UA $NRG $MGA $CSIQ $EXEL $IGT $DOCS $PERI $DLO $NRGV $DXC $CAVA $FOXA $RMD $TME $NICE $DT $CPRX $FLO $SMR $DDD $MNDY $ACHR $NU $ARCO $PSFE $INVZ $RNA $GLOB $PNNT $SRAD $HTZ $CHGG $MMP $OKLO"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1920931818439929959) 2025-05-09 20:00:09 UTC 86.6K followers, 45.6K engagements


"The Q2 '25 earnings season kicks off next week led by the big banks: $JPM $BLK $ASML $GS $NFLX $JNJ $AXP $ELV $PEP $MS $TRV $PNC $MTB $CTAS $BAC $WFC $STT $C $BK $MMC $UAL $ACI $FAST $SLB $MMM $ABT $ERIC $USB $TCBI $RF $FHN $SLP $EQBK $FNB $OZK $HWC $SCHW $ALV $CMA $ALLY"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943762256157978749) 2025-07-11 20:00:09 UTC 86.6K followers, 25.2K engagements


"$NFLX: Our Q2 revenue increased by XX% year over year (17% cc ). Year-over-year revenue growth was primarily a function of more members higher subscription pricing and increased ad revenue. All regions experienced healthy year-over-year revenue growth""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945979040101245059) 2025-07-17 22:48:52 UTC 86.6K followers, 5620 engagements


"Evolution Gaming @Evo_global H1 2025 results EUR YoY Net revenues: +3.5% to 1.05B EBITDA: -XXX% to 687.2M Profit for the period: -XXX% to 503.0M EBITDA margin: XXXX% 2024: XXXX% $EVO"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945730093571072402) 2025-07-17 06:19:38 UTC 86.6K followers, 5952 engagements


"$JPM CEO: "So if you look at financial services very often it's the new products that blow up. It takes a while they haven't been through a cycle. You had that with equities way back in 1929 with options with equity derivatives with mortgages even with Ginnie Mae.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945921454157304243) 2025-07-17 19:00:02 UTC 86.6K followers, 12.9K engagements


"JPMorganChase double beat CEO: "We reported another quarter of strong results generating net income of $15B or net income of $14.2B excluding a significant item." $JPM"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945070800593182911) 2025-07-15 10:39:51 UTC 86.6K followers, 4483 engagements


"A rich week in earnings next week with Alphabet Coca-Cola Intel and Tesla among those reporting: $GOOGL $TSLA $NOW $IBM $HON $TXN $NEE $CME $PG $KO $LMT $APH $TMO $RTX $ROP $DPZ $NXPI $FISV $CB $T $SAP $FCX $CNP $VZ $INTC $ORLY $URI $CCI"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1946301066112651768) 2025-07-18 20:08:29 UTC 86.6K followers, 8192 engagements


"$JPM CFO: "We're essentially firing on all CYLINDERS""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945129182280786287) 2025-07-15 14:31:50 UTC 86.6K followers, 14.1K engagements


"Costcos June 2025 sales: Sales: +8.0% YoY to $26.44B Comp Sales: +5.8% YoY (Ex-Gas & FX: +6.2% YoY) E-comm Sales: +11.5% YoY (Ex-Gas & FX: +11.2% YoY) $COST"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943267357247582390) 2025-07-10 11:13:36 UTC 86.6K followers, 29.3K engagements


"Hermes CEO: "When I started out managing the group in 2013.there were XXX stores at the time & now we have XXX. So we have fewer stores than back then. So it's not by opening more stores that we became more successful & increased fourfold our revenue. So we don't grow our scope by opening new stores""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1893813113520324715) 2025-02-24 00:00:06 UTC 86.6K followers, 47.6K engagements


"Waste Management CFO: "I think it's important to understand how we've performed over the past few years" $WM"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940817868985455024) 2025-07-03 17:00:13 UTC 86.6K followers, 15K engagements


"$META CEO on why personal super intelligence sets them apart from other labs: "So far I think that you hear a lot from the other labs around wanting to automate all of the economically productive work in society.what were going to try to do is personal super intelligence""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945527315574001843) 2025-07-16 16:53:52 UTC 86.6K followers, 9761 engagements


"Even with Q2 wrapping up today and Q3 kicking off tomorrow it's a surprisingly quiet week for earnings. $QMCO $STZ $UNF $PRGS $FC $MSM $GBX $ZENV"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1939676902706606544) 2025-06-30 13:26:25 UTC 86.6K followers, 16.3K engagements


"$SAP CEO: "Is it really that we need to build five data centers and put great chips in there Is this what Europe needs I doubt it""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1942357969682981100) 2025-07-07 23:00:01 UTC 86.6K followers, 26.1K engagements


"$BAC CEO: "So far this year we have supplied more capital to our businesses and returned XX percent more capital to shareholders in the first half of this year than last year"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945438986765209819) 2025-07-16 11:02:53 UTC 86.6K followers, 3728 engagements


"Rio Tinto Q2 market commentary: "Chinese economy: industrial activity and net exports grew strongly during the quarter on the back of Chinas highly competitive manufacturing sector""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945467950170767674) 2025-07-16 12:57:59 UTC 86.6K followers, 4439 engagements


"$XOM ExxonMobil exec strongly pushes back on sell-side analysts' pessimistic post-2030 assumptions. "A lot of models from some of the sell-side analysts have a terminal value around 2030 in that time period that's negative for us. So the extent that we've talked about our earnings growth out to 2030 you know there's models to get to our current valuation you have to if you accept that 2030 growth you have to start saying we're immediately going to start declining from there. will immediately start reducing earnings losing cash flow from there and nothing could be further from the truth.#"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1941904987606667588) 2025-07-06 17:00:02 UTC 86.6K followers, 10.1K engagements


"Thanksgiving week in the US makes it a light week in earnings. Here are the few we are following this week: $ZM $DELL $URBN $BAER $API $SJM $A $DPLM $NIU $CPG $ADSK $MDT $HP $ADI $WMG $BBY $DLTR $JWN $DE $ATD $BVIC $B $SWON $JG $YMM $PVT $RCO $ADEVF $OTT $QIS"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1594720726753460224) 2022-11-21 15:53:44 UTC 86.6K followers, XX engagements


"Brunello Cucinelli CEO: "The first half of this year has ended with excellent results.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943413897517482226) 2025-07-10 20:55:54 UTC 86.6K followers, 7868 engagements


"Bank of New York Mellon CEO: ".a strong performance in the second quarter. Total revenue was up X% Y/Y and for the first time exceeded $5B in a quarter." $BK: +2.4% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945072890908426291) 2025-07-15 10:48:09 UTC 86.6K followers, 4381 engagements


"$JPM: "Reserves were relatively flat as changes in the weighted-average macroeconomic outlook were offset by loan growth in Card Services""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945082072575438906) 2025-07-15 11:24:38 UTC 86.6K followers, 4086 engagements


"$STT State Street CEO: "ETF volumes went to record highs during the first part of April. We are largely an institutional ETF provider. So we had a couple of days where our volumes were higher than the collective volumes of BlackRock and Vanguard combined. And that just reflected that we have a higher share of institutional than those X firms.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940108147555029465) 2025-07-01 18:00:02 UTC 86.6K followers, 8327 engagements


"$ASML CFO: "Q2 net system bookings came in at 5.5B which is made up of 2.3B of EUV and 3.2B of non-EUV. Net system bookings in the quarter were weighted towards Logic at XX% of the bookings while Memory accounted for the remaining 16%.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945496714904813579) 2025-07-16 14:52:17 UTC 86.6K followers, 5360 engagements


"Jamie Dimon and co kick off the Q2 earnings season tomorrow: Before Open: $JPM $C $BLK $WFC $STT $BK $ANGO $ACI $ERIC After Close: $JBHT $OMC $HWC $KMTS $WAFD $PNFP $FULT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944864524248736048) 2025-07-14 21:00:11 UTC 86.6K followers, 10.6K engagements


"Interactive Brokers Group CEO: "We saw strong account growth as we added more investors to our platform. This quarter we added 250k net new accounts bringing our year-to-date total to over 528k more than we added in all of 2023." $IBKR: +5% After-Hours"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945976858090016985) 2025-07-17 22:40:12 UTC 86.6K followers, 16.7K engagements


"Fastenal: Customer sentiment remains favorable but uncertainty related to the rapidly changing tariff environment continues to cause concern. Manufacturing end markets outperformed due to growth with key account customers $FAST"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944732962429542750) 2025-07-14 12:17:24 UTC 86.6K followers, 18.9K engagements


"Zuckerberg approaching OpenAI employees: $META"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940429088109519356) 2025-07-02 15:15:20 UTC 86.6K followers, 167.4K engagements


"$UPST CFO: "Our spending habits got turbocharged with the stimulus and they never got unwound. And maybe some of that is at the heart of the disconnect. We've gotten used to a certain way of living we can't really afford it. All the base numbers are good but I don't think people feel like they're on -- there's much of a safety net around them. And the labor market does remain extremely resilient.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940832920371188200) 2025-07-03 18:00:01 UTC 86.6K followers, 14.2K engagements


"AI-optimized concrete is here: "Using AI we can optimize our specialized concrete formulations for data center requirements." $AMRZ $META"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945492765074182556) 2025-07-16 14:36:35 UTC 86.6K followers, 4545 engagements


"It's TSMC and Netflix's day tomorrow: Before Open: $TSM $GE $PEP $CTAS $TCBI $USB $NVS $ELV $ABT $TRV $MAN After Close: $NFLX $IBKR $MRTN $WAL $WIT $MCB $FNB $OZK"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945589311531094392) 2025-07-16 21:00:13 UTC 86.6K followers, 12.6K engagements


"General Mills CEO: "Our number one goal in FY XX is to restore volume-driven organic sales growth." FY XX Results: Net Sales: -X% to $19.5B Operating Profit: -X% to $3.3B Net profit: -X% to $2.3B $GIS: -X% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1937851603358212316) 2025-06-25 12:33:20 UTC 86.6K followers, 4840 engagements


"Netflix CFO: "As you saw in the letter we increased our full year revenue guidance to $44.8B to $45.2B up about $1B at the midpoint while FX is the primary driver were also seeing strength in our underlying business." $NFLX: -X% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945971738874871950) 2025-07-17 22:19:51 UTC 86.6K followers, 4710 engagements


"$BDN CEO: "60% of pharma patents are cliff vesting in the next five to XX years. So there's a huge push by pharma companies to invest capital into the life science particularly cell and gene therapy sectors to try and grow their patent pipeline over the next few years.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1946268768558338474) 2025-07-18 18:00:09 UTC 86.6K followers, 3590 engagements


"Earning next week. $TSM $UNH $JNJ $ASML $NFLX $AXP $BX $PNC $USB $SCHW $PGR $TRV $ABT $C $BAC $CSX $KMI $PLD $INFY $ERIC $WIT $KEY $HBAN $STT $CFG $ALV $DHI $UAL $RENT $OZK $FHN $SKIL $ACI $FNBO $EQBK $GSBC $FBK $PNFP $HWC $FULT $MRTN $FFIN $JCS $APLD $KORE $SDVKY $LZB $ALOT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1910830238353023210) 2025-04-11 23:00:04 UTC 86.6K followers, 44.9K engagements


"$BAC CEO: "We delivered another solid quarter with earnings per share up X% YoY. Net interest income grew for the fourth straight quarter reflecting eight consecutive quarters of deposit growth and seven percent year-over-year loan growth""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945438478881136644) 2025-07-16 11:00:52 UTC 86.6K followers, 6049 engagements


"$JPM CEO: "The U.S. economy remained resilient in the quarter. The finalization of tax reform and potential deregulation are positive for the economic outlook however significant risks persist including from tarif s and trade uncertainty worsening geopolitical conditions high fiscal deficits & elevated asset prices""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945071070962135420) 2025-07-15 10:40:55 UTC 86.6K followers, 8579 engagements


"Volkswagen Group CEO: "Global BEV share in H1 XX increases significantly year-on-year from X to XX% strong growth in Europe (+89%) and the USA (+24%) declining development in China (-34%) Volkswagen Group clear BEV market leader in Europe (market share of around 28%)" $VWAGY"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943777366335271059) 2025-07-11 21:00:12 UTC 86.6K followers, 15.4K engagements


"Bank of America CEO: "Consumers remained resilient with healthy spending and asset quality and commercial borrower utilization rates rose." $BAC: +2% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945437933894357383) 2025-07-16 10:58:42 UTC 86.6K followers, 10.5K engagements


"$BLK CEO: "We surpassed the fundraising target for GIPs fifth flagship raising $XXXX billion and delivering the largest-ever client capital raise in a private infrastructure fund.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945071951564673256) 2025-07-15 10:44:25 UTC 86.6K followers, 5447 engagements


"This week in earnings: $COST $OKTA $GTLB $MRC $TGT $SE $BBY $CRWD $CHPT $OOMA $SQM $BOX $JWN $ROST $EOLS $LTH $ATNI $MRVL $VSCO $ZS $VEEV $MDB $TREE $FSM $RGTI $DSGX $ZYME $GPRK $JD $KR $M $BURL $CRMT $TTC $NINE $HIPO $BJ $MYE $AVGO $GPS $BBAI $SERV $HCP $IOT $COO $HPE"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1896531019907678249) 2025-03-03 12:00:05 UTC 86.6K followers, 11.8K engagements


"American Express CEO: "Our second-quarter results continued the strong momentum we have seen in our business over the last several quarters with revenues growing X% YoY to reach a record $17.9B." $AXP"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1946207704495571289) 2025-07-18 13:57:30 UTC 86.6K followers, 3702 engagements


"$JPM CEO Jamie Dimon laying out what a fortress balance sheet looks like: " .the fortress balance sheet is that you run a company serving clients well you have good margins good liquidity good capital.I don't upfront profits when I can spread them over time.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945588726727352766) 2025-07-16 20:57:54 UTC 86.6K followers, 20.5K engagements


"We get to know more on trading vs investment banking revenues this week in Q2 XX earnings:"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944849423294718140) 2025-07-14 20:00:10 UTC 86.6K followers, 10.2K engagements


"$NFLX CO-CEO on gaming: "Weve seen positive proof points in gaminglicensed games like GTA and developed games like Squid Game Unleashed. The TAM is very large. Were disciplined about not investing too far ahead of our ability to translate that investment into value. ""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1946227211562008842) 2025-07-18 15:15:01 UTC 86.6K followers, 4429 engagements


"$AA Alcoa: +2% AH: "Sequentially the results reflect lower alumina and aluminum prices & increased tariff costs on imported aluminum.For Q3 XX the Aluminum segment expects sequential unfavorable impacts of $90M due to U.S. Section XXX tariffs on imports of aluminum from Canada""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945587007217975433) 2025-07-16 20:51:04 UTC 86.6K followers, 4356 engagements


"BlackRock CEO: "We generated X% organic base fee growth for the second quarter and the first half of 2025 and X% over the last twelve months." $BLK: -X% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945071780797850061) 2025-07-15 10:43:44 UTC 86.6K followers, 10.1K engagements


"Analyst asks Dimon: "What's holding up you guys & other banks.from issuing something joint.& prevent these stablecoin companies.coming in & offering a more convenient solution to your customers" $JPM CEO: "That's a great question & we'll let it remain as a question""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945544002268532962) 2025-07-16 18:00:11 UTC 86.6K followers, 8089 engagements


"$GS CIO: Agentic AI will become baseline infrastructure "This shift will require even the most junior employees and individual contributors to master three foundational management skills: describing a task clearly delegating it effectively to an AI agent and supervising the results. ""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943716981804609648) 2025-07-11 17:00:15 UTC 86.6K followers, 15.1K engagements


"Last XX months of US CPI: 2024: Jun: XXX% Jul: XXX% Aug: XXX% Sep: XXX% Oct: XXX% Nov: XXX% Dec: XXX% 2025: Jan: XXX% Feb: XXX% Mar: XXX% Apr: XXX% May: XXX% Jun: 2.7%"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945098923762212985) 2025-07-15 12:31:36 UTC 86.6K followers, 10.3K engagements


"27 S&P XXX companies to report their Q2 XX earnings this week:"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944804148576444756) 2025-07-14 17:00:16 UTC 86.6K followers, 8458 engagements


"Helen of Troy double miss CEO: "The first quarter was challenging with tariff-related impacts making up X pps of the XXXX% consolidated revenue decline." $HELE: -XX% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943270949534482442) 2025-07-10 11:27:53 UTC 86.6K followers, 5501 engagements


"Morgan Stanley double beat with IB revenues down X% CEO: ".another strong quarter" $MS: -XXX% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945457386161840539) 2025-07-16 12:16:00 UTC 86.6K followers, 3544 engagements


"$DAL President: Delta is expanding AI-based pricing tech from X% to XX% of domestic network by year-end "So today we're about X% of domestic and that's -- our goal is to have about XX% by the end of the year and that's a goal. We like what we see. We like it a lot and we're continuing to roll it out""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945181583222485436) 2025-07-15 18:00:03 UTC 86.6K followers, 9947 engagements


"Now that Nvidia is worth $4T heres a look back at how they pushed through the early CUDA days when their market cap was just $1B: We suffered many years of poor performance. But we persevered. We believed a time for accelerated computing would come" - $NVDA CEO"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1942947584471163201) 2025-07-09 14:02:57 UTC 86.6K followers, 18.5K engagements


"$GS CEO on stablecoins: ".There are a handful of places where there could be an interesting opportunity for us potentially around funding.so we've got a very significant group of people at the firm that are really deeply focused on watching the evolution of this""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945981849614041255) 2025-07-17 23:00:02 UTC 86.6K followers, 7354 engagements


"$META CEO on Super Intelligence: "I just think we should bet & act as if it's going to be ready in the next X to X years.if that's what you believe then you're going to invest hundreds of billions of dollars in building up the compute & whatever it takes to build out the strongest team in the industry.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945528949867794624) 2025-07-16 17:00:22 UTC 86.6K followers, 19.7K engagements


"American Express CEO: "Based on our strong performance year to date we are reaffirming our full-year guidance for revenue growth of X to XX percent and EPS of $XXXXX to $15.50" $AXP: -X% today"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1946207956883648768) 2025-07-18 13:58:30 UTC 86.6K followers, 4269 engagements


"United Airlines: "Beginning in early July United has seen a sequential X point acceleration in demand and a double-digit acceleration in business demand versus the second quarter." $UAL:"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945585991151940039) 2025-07-16 20:47:02 UTC 86.6K followers, 7285 engagements


"$LRCX Bernstein Analyst in conference call with Lam Research CEO: ".what's the risk of further export controls.could our new President wake up one morning & after eating a bad burrito or something decide to cut everything off.I wish I could say I thought that risk was non-zero""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1928904359397700009) 2025-05-31 20:00:11 UTC 86.6K followers, 10.4K engagements


"Analyst to $USB CEO: "U.S. Bank stock used to trade with a premium valuation.How do you anticipate earning that premium back" CFO Gunjan Kedia: "The quality & the fundamental business model should trade at a premium. It's discounted because of skepticism around our execution""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1939745790785986639) 2025-06-30 18:00:09 UTC 86.6K followers, 8633 engagements


"$HPQ HP CEO: "By the end of June we now expect literally all of our products sold in North America will be built outside of China significantly accelerating our previous plan. However it takes time and investment to fully mitigate such impacts.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1930670977303933322) 2025-06-05 17:00:05 UTC 86.6K followers, 7587 engagements


"$GS CEO: "During the quarter we priced XX IPOs for clients around the globe including Circle Chime eToro and HDB Financial Services which have performed well in the secondary market. ""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945891266383999043) 2025-07-17 17:00:05 UTC 86.6K followers, 7125 engagements


"$PLD Prologis CEO: "I think of leasing as having three components. One is renewal leasing and that tends to be very very strong in times of higher uncertainty because the best easiest decision to do is to make what you have and just kick the can down the road until you really have to make the decision. So that part of our business is much stronger than normal""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1946283844115780020) 2025-07-18 19:00:03 UTC 86.6K followers, 3778 engagements


"Carlyle Group CFO: "So the teams are busy. In fact I think if you look at IPO market the last couple of quarters among large-cap sponsors we had XX% of the market. So I think we're a bit of an outlier in terms of realizations." $CG"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1937571430314705222) 2025-06-24 18:00:01 UTC 86.6K followers, 8738 engagements


"ASML Q2 XX results YoY: Total net sales: +23.2% to 7.7B Net income: +45.1% to 2.3B Gross margin: XXXX% +220bps Net bookings: -XXX% to 5.5B New lithography systems sold: -XXXX% to XX units FY XX sales expected to grow XX% YoY with XX% gross margin $ASML"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945352263712768110) 2025-07-16 05:18:17 UTC 86.6K followers, 52.7K engagements


"On buybacks: $WFC CEO: "We don't feel like we need to deploy all this capital immediately. but that does create more opportunity to buy stock back." $JPM CEO: "I dont like buying back the stock at almost 3x tangible book" $C CEO: "We are well-positioned to continue to increase the return of capital to our shareholders through buybacks which is a priority for us." $BK CFO: "We plan to continue repurchasing common shares under our existing share repurchase program.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1946253654799097926) 2025-07-18 17:00:05 UTC 86.6K followers, 11.4K engagements


"Prologis CEO: "Our leasing pipeline has reached historically high levels and what we're hearing from customers especially the larger ones is clear: they're planning engaging and increasingly ready to act" $PLD: +2% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945458351241822598) 2025-07-16 12:19:50 UTC 86.6K followers, 3851 engagements


"Slow start to the Q2 XX earnings season next week: $DAL $CAG $LEVI $SMPL $PSMT $WDFC $HELE $ETWO $MEI $AZZ $BSET $BYRN $KURA $SAR $AEHR $PCYO $NTIC"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1941587927001362862) 2025-07-05 20:00:09 UTC 86.6K followers, 58.8K engagements


"$GS CEO: "A narrowed range of outcomes on trade and the overall economy has helped CEO confidence and increased their willingness to transact""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1946242058085171236) 2025-07-18 16:14:00 UTC 86.6K followers, 5086 engagements


"Fed Governor Waller: "My purpose this evening is to explain why I believe that the FOMC should reduce our policy rate by 25bps at our next meeting.we should not wait until the labor market deteriorates before we cut the policy rate""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1946132844381970912) 2025-07-18 09:00:02 UTC 86.6K followers, 6756 engagements


"Builders FirstSource: "Net sales were $XXX billion a XXX% decrease driven by lower core organic sales one fewer selling day and commodity deflation partially offset by growth from acquisitions." $BLDR: -X% PM"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1917913717594902553) 2025-05-01 12:07:18 UTC 86.6K followers, 5122 engagements


"Question to $JPM CFO: ".is there more you can do to desensitize the balance sheet before rate cuts begin to kick in as I guess the markets expect later this year" $JPM CEO interjects: ".before he goes on what the market expects is almost never what happens""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945111331708772533) 2025-07-15 13:20:54 UTC 86.6K followers, 8394 engagements


"Friday in earnings: $MMM $AXP $SLB $SCHW $CMA $ALLY $RF $HBAN $TFC"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945979800868520263) 2025-07-17 22:51:53 UTC 86.6K followers, 7081 engagements


"$NFLX Co-CEO: Ad business nearly doubles and exceeds expectations The US upfront is nearly complete. Weve closed the large majority of deals with major agencies generally in line or slightly better than our targets""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945971871607845070) 2025-07-17 22:20:23 UTC 86.6K followers, 4636 engagements


"Clear CEO: "I used to tell our management teams when I was an investor you should just lever up and buy back stock. I don't know why you're not more levered. The optimal capital structure is X. When you run the business and you're responsible for all the employees and you're wanting to invest in the business or leave cash on the balance sheet for potential M&A or whatever levering up doesn't necessarily feel like the great thing""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943369634482409755) 2025-07-10 18:00:01 UTC 86.6K followers, 12.8K engagements


"$BLK CEO: "Europe is just starting to launch the same type of growth rates that we saw in the U.S. in terms of ETF adoption IShares is about $1T in Europe with XX% market share.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945104475955347675) 2025-07-15 12:53:40 UTC 86.6K followers, 4430 engagements


"$SHAK CFO: "we kinda had a a great moment around our Dubai chocolate shake. We had put that in place late in April and it was you know only in XX shacks. We only had a limited number of XX shacks. We only had XX per day. And we sold out of it you know kind of immediately in almost every single shack""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944052886591484011) 2025-07-12 15:15:01 UTC 86.6K followers, 18.1K engagements


"TSMC Q2 2025 results NTD YoY: Net revenue: +38.6% to 933.8B Operating income: +61.7% to 463.4B Operating margin: +7.1pp to XXXX% Net profit: +60.7% to 398.3B Net profit margin: +5.9pp to XXXX% EPS: +60.7% to NTD XXXXX $TSM $TSMC"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945731744247808237) 2025-07-17 06:26:12 UTC 86.6K followers, 22.4K engagements


"$FCX Freeport-McMoRan CEO on copper demand: "New massive investment in the power grid renewable generation technology infrastructure and transportation are driving increased demand for copper and forecast call for above tent trend growth in-demand for the foreseeable future.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1886202949187297454) 2025-02-03 00:00:01 UTC 86.6K followers, 10.8K engagements


"J.B. Hunt Transport double beat "Overall demand for our intermodal service remained steady despite market volatility surrounding global supply-chains and trade patterns." $JBHT: -X% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945217567703904503) 2025-07-15 20:23:03 UTC 86.6K followers, 4754 engagements


"$DVN Devon Energy CEO on what their North Star is: "What's the North Star what are we focused on what are we driving for. For us sustainable free cash flow durable sustainable free cash flow is what we're driving towards. We are clear on that""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1941950284236030446) 2025-07-06 20:00:02 UTC 86.6K followers, 13.1K engagements


"Google inks $3B deal with Brookfield for 670MW of hydro power to run AI data centers: "This collaboration with Brookfield is a significant step forward ensuring clean energy supply in the PJM region where we operate" $GOOG $GOOGL $BAM"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945083781863313737) 2025-07-15 11:31:26 UTC 86.6K followers, 12.6K engagements


"Ulta Beauty CEO: "Fiscal 2025 is off to an encouraging start with stronger-than-expected performance." $ULTA: +7.4% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1928182494966243722) 2025-05-29 20:11:45 UTC 86.6K followers, 7710 engagements


"$ETN Eaton CEO: "Hyperscale customers alone expect to spend almost $300B in CapEx in 2025 +30% YoY.the data center construction build rate doubled between '23 & '24.any notion that this market will slow down is simply not consistent with any of the data that we're seeing""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1885478188719235531) 2025-02-01 00:00:05 UTC 86.6K followers, 40.6K engagements


"PNC Financial Services CEO: "The strength of our franchise resulted in strong loan and revenue growth even through an uncertain macro environment while expenses remained well-controlled." $PNC: +2% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945441974888116291) 2025-07-16 11:14:46 UTC 86.6K followers, 3695 engagements


"$JPM CEO Jamie Dimon invested $60M (half his net worth) on joining Bank One as CEO back in 2000: "I wanted 'em to know I was in XXX% lock stock and barrel. There was no questionI would never sell that stock & I'm gonna go down with the ship or go up with the ship""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945567033380270118) 2025-07-16 19:31:42 UTC 86.6K followers, 148.1K engagements


"$MSFT CEO Satya Nadella giving advice at the Y Combinator Forum last month: " Don't wait for the next big thing. Take the thing that you have as the biggest thing and then make it expansive.:"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1941270939796373978) 2025-07-04 23:00:33 UTC 86.6K followers, 21K engagements


"$Z Zillow Group CEO: No plans to expand internationally "We have no plans to go international. As I just talked about the U.S. real estate market is an enormous TAM and opportunity and we are very very focused on transaction share and gains and rewiring this industry. So the U.S. market remains our focus and will be.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1936121879020073369) 2025-06-20 18:00:02 UTC 86.6K followers, 9228 engagements


"Looks like Google isn't dead yet: $GOOG $GOOGL $MSFT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943007299838394440) 2025-07-09 18:00:14 UTC 86.6K followers, 50.2K engagements


"Goldman Sachs double beat CEO: "Our strong results for the quarter reflected healthy client activity levels across our businesses.At this time the economy and markets are generally responding positively to the evolving policy environment." $GS: +1% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945456186653880512) 2025-07-16 12:11:14 UTC 86.6K followers, 3492 engagements


"$NVDA CEO: II am announcing that the US government has approved for us filing licenses to start shipping H20s. And so we will start to sell H20s to the Chinese market and I'm looking forward to shipping H20s very soon. And so I'm very happy with that. Very very good news.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945045720870047836) 2025-07-15 09:00:11 UTC 86.6K followers, 26.1K engagements


"Friday's earnings $FUBO $XOM $CVX $CI $APO $AES $ETN $SHEL $WEN $MGA $CBOE"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1918055428002287779) 2025-05-01 21:30:24 UTC 86.6K followers, 5407 engagements


"Some banter from the Bank of New York Melon Call: Mike Mayo: "No good deed goes unpunished. I know you talked about organic growth." $BK CEO: "You could make that one of your punch lines Mike. I know you've trademarked the world's worst oligopoly but that one you can put in trademark as well.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945517006473535889) 2025-07-16 16:12:54 UTC 86.6K followers, 4636 engagements


"Slow start to the Q2 XX earnings season this week: $DAL $CAG $LEVI $SMPL $PSMT $WDFC $HELE $ETWO $MEI $AZZ $BSET $BYRN $KURA $SAR $AEHR $PCYO $NTIC"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1942191940155658360) 2025-07-07 12:00:17 UTC 86.6K followers, 6612 engagements


"Kinder Morgan CEO: "A well-respected energy analyst recently noted that its shaping up to be an incredible year for U.S. LNG growth with record levels of feedgas demand and exports." $KMI: +0.1% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945583163633246473) 2025-07-16 20:35:48 UTC 86.6K followers, 5115 engagements


"The Q2 '25 earnings season kicks off this week led by the big banks: $JPM $BLK $ASML $GS $NFLX $JNJ $AXP $ELV $PEP $MS $TRV $PNC $MTB $CTAS $BAC $WFC $STT $C $BK $MMC $UAL $ACI $FAST $SLB $MMM $ABT $ERIC $USB $TCBI $RF $FHN $SLP $EQBK $FNB $OZK $HWC $SCHW $ALV $CMA $ALLY"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944713531129204870) 2025-07-14 11:00:11 UTC 86.6K followers, 44.7K engagements


"NXP Semiconductors CEO: ".Q1 XX results and guidance for Q2 XX underpin a cautious optimism that NXP continues to effectively navigate through a challenging set of market conditions" +CEO to retire at the end of 2025. $NXPI: -XXX% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1916961344064045121) 2025-04-28 21:02:54 UTC 86.6K followers, 6342 engagements


"Constellation Brands CEO: ".we continued to face softer consumer demand largely driven by what we believe to be non-structural socioeconomic factors." $STZ: -X% PM"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940148261731410234) 2025-07-01 20:39:26 UTC 86.6K followers, 5783 engagements


"General Mills CEO: "As we head into fiscal XX we expect the operating environment will remain volatile with consumers pressured by widespread uncertainty from tariffs global conflicts and changing regulations" $GIS:"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1937852116036358309) 2025-06-25 12:35:22 UTC 86.6K followers, 4825 engagements


"$DVN Devon Energy CEO lightheartedly deflects macro talk with some Thunder pride: "It's exciting. I mean in a place like New York the Knicks could win the whole thing and it's maybe the seventy-fifth most important thing going on in the city at one time. In Oklahoma City I mean that's really a big deal and I love it for the community. I love it for the state.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1937534088321073365) 2025-06-24 15:31:38 UTC 86.6K followers, 4536 engagements


"Delta Air Lines double beat + restores FY guidance CEO: "In the June quarter Delta delivered record revenue on a XX% operating margin generating $1.8B in pre-tax profit and leading network peers across key operational metrics. $DAL: +12% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943268204987482153) 2025-07-10 11:16:58 UTC 86.6K followers, 5129 engagements


"$CSU Constellation Software Founder Mark Leonard identifies AI as one of the things taking a big chunk of his time currently: "So the search around adjacencies of one form or another has been a big chunk of time. Monitoring what's going on in AI is a big chunk of time. The experiment of purchases putting organic growth as a much bigger component of the bonus system and having profitability be a much smaller component of the compensation system is one I'm fascinated by and trying to get rolled out.Those are things I am thinking about""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1922326780783804779) 2025-05-13 16:23:14 UTC 86.6K followers, 4940 engagements


"BYD Sales June 2025: NEVs (New Energy Vehicles): +12% YoY to 382585 units BEVs (Battery Electric Vehicles): +42.5% YoY to 206884 units YTD 2025: NEVs: +33.04% YoY to 2145954 units BEVs: +40.9% YoY to 1023381units $BYDDY"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940062455578996894) 2025-07-01 14:58:28 UTC 86.6K followers, 18.4K engagements


"This week in earnings: $WMT $BABA $DE $AMAT $CSCO $JD $NTES $HMC $DAL $SE $TTWO $CYBR $UA $NRG $MGA $CSIQ $EXEL $IGT $DOCS $PERI $DLO $NRGV $DXC $CAVA $FOXA $RMD $TME $NICE $DT $CPRX $FLO $SMR $DDD $MNDY $ACHR $NU $ARCO $PSFE $INVZ $RNA $GLOB $PNNT $SRAD $HTZ $CHGG $MMP $OKLO"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1921883083927961684) 2025-05-12 11:00:08 UTC 86.6K followers, 9728 engagements


"$BLK CEO: "All the medical evidence suggests that those who are working and have a purpose actually live even longer than those who retire quite young""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945257111900053970) 2025-07-15 23:00:11 UTC 86.6K followers, 16.2K engagements


"$C CitiGroup CEO on stablecoins: "We are looking at the issuance of a Citi stablecoin. But probably most importantly is the tokenized deposit space where we're very active and then also providing custodial solutions for crypto assets.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945502467795616148) 2025-07-16 15:15:08 UTC 86.6K followers, 8102 engagements


"Tomorrow's earnings party includes ASML Morgan Stanley Bank of America & Goldman Sachs: Before Open: $ASML $BAC $GS $PNC $JNJ $PLD $MTB $MS $SDVKY After Close: $UAL $KMI $AA $MCRI $SNV $SLG $BANR $GSBC $HOMB"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945226948453786089) 2025-07-15 21:00:19 UTC 86.6K followers, 13.7K engagements