# ![@2525mementomori Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1155326938015080448.png) @2525mementomori もてのり✨米国株決算 | ファンダメンタリスト

もてのり✨米国株決算 | ファンダメンタリスト posts on X about $2b, eps, ai, $ftxl the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1155326938015080448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1155326938015080448/c:line/m:interactions.svg)

- [--] Week [-------] +163%
- [--] Month [-------] +37,880%
- [--] Months [-------] +47%
- [--] Year [---------] +190%

### Mentions: [--] [#](/creator/twitter::1155326938015080448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1155326938015080448/c:line/m:posts_active.svg)

- [--] Month [--] -21%
- [--] Months [---] -6.70%
- [--] Year [---] -47%

### Followers: [-----] [#](/creator/twitter::1155326938015080448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1155326938015080448/c:line/m:followers.svg)

- [--] Week [-----] +0.06%
- [--] Month [-----] no change
- [--] Months [-----] +0.98%
- [--] Year [-----] +4.20%

### CreatorRank: [-------] [#](/creator/twitter::1155326938015080448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1155326938015080448/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  79.23% [technology brands](/list/technology-brands)  20.77% [cryptocurrencies](/list/cryptocurrencies)  20% [financial services](/list/financial-services)  6.15% [finance](/list/finance)  5.38% [automotive brands](/list/automotive-brands)  3.08% [exchanges](/list/exchanges)  1.54% [social networks](/list/social-networks)  1.54% [countries](/list/countries)  1.54% [gaming](/list/gaming)  0.77%

**Social topic influence**
[$2b](/topic/$2b) 21.54%, [eps](/topic/eps) #39, [ai](/topic/ai) 8.46%, [$ftxl](/topic/$ftxl) #1, [$finx](/topic/$finx) #2, [note](/topic/note) #27, [$soxx](/topic/$soxx) #14, [$fdn](/topic/$fdn) #1, [$zi](/topic/$zi) 5.38%, [$wmt](/topic/$wmt) 5.38%

**Top accounts mentioned or mentioned by**
[@nishideshigeru](/creator/undefined)

**Top assets mentioned**
[ZoomInfo Technologies Inc. (ZI)](/topic/$zi) [Walmart, Inc. (WMT)](/topic/$wmt) [Spacemesh (SMH)](/topic/$smh) [Cisco Systems Inc (CSCO)](/topic/$csco) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Metadium (META)](/topic/$meta) [Skyworks Solutions Inc (SWKS)](/topic/$swks) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [SAP SE (SAP)](/topic/sap-se) [AT&T Inc. (T)](/topic/$t) [ZoomInfo Technologies Inc Common Stock (GTM)](/topic/$gtm) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Wells Fargo & Co (WFC)](/topic/$wfc) [Live Nation Entertainment, Inc. (LYV)](/topic/live-nation-entertainment-inc) [Visa, Inc. (V)](/topic/visa-inc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Netflix Inc (NFLX)](/topic/$nflx) [Progressive Corp (PGR)](/topic/progressive-corp) [Diodes Inc (DIOD)](/topic/$diod) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Intapp, Inc. (INTA)](/topic/$inta) [monday.com Ltd. (MNDY)](/topic/$mndy) [Entegris, Inc. (ENTG)](/topic/$entg) [Cloudflare, Inc. (NET)](/topic/$net) [Lattice Semiconductor Corp (LSCC)](/topic/$lscc) [Orochi Network (ON)](/topic/$on) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Datadog Inc (DDOG)](/topic/$ddog) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Shopify Inc (SHOP)](/topic/$shop) [Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Q2 Holdings Inc (QTWO)](/topic/$qtwo) [Nova Ltd. Ordinary Shares (NVMI)](/topic/$nvmi) [GlobalFoundries (GFS)](/topic/$gfs) [AppLovin Corporation (APP)](/topic/$app) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [T-Mobile (TMUS)](/topic/$tmus) [Alibaba Group (BABA)](/topic/alibaba-group) [Philip Morris International Inc. (PM)](/topic/$pm) [NiSource Inc. (NI)](/topic/nisource-inc) [Banco Santander S.A. (SAN)](/topic/banco-santander) [Gilead Sciences, Inc. (GILD)](/topic/gilead-sciences)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$DIOD 🟢 YoY+15.4%EPS+25.9% QoQ +19% AI note # # https://note.com/2525mementomori/n/n5458e1198446 https://note.com/2525mementomori/n/n5458e1198446"  
[X Link](https://x.com/2525mementomori/status/2021345400259739679)  2026-02-10T22:07Z [----] followers, [----] engagements


"2026.02.10 $DIOD (Diodes Incorporated) AH+11%📈 FY25 Q4 🟢 EPS $0.34(0.28)YoY+25.9% 🟢 $391.58M(381.27M)YoY+15.4% 🟢 $395.0M3%(376.55M)YoY+19%"  
[X Link](https://x.com/2525mementomori/status/2021351018991321511)  2026-02-10T22:30Z [----] followers, [---] engagements


"2023.07.27 $OTLY (Oatly Group) $KROP FY23 Q2 ❌EPS $0.15(0.12)YoY-25.0% ❌ $195.99M(209.67M)YoY+10.1% ❌7-12% $772.80-808.90M(895.02M) CEO [-----] 23420%2024EBITDA https://twitter.com/i/web/status/1684530797062262787 https://twitter.com/i/web/status/1684530797062262787"  
[X Link](https://x.com/2525mementomori/status/1684530797062262787)  2023-07-27T11:46Z [----] followers, [----] engagements


"2023.08.01 $IPGP (IPG Photonics) FY23 Q2 EPS $1.31(1.24)YoY+19.1% ❌ $339.97M(345.51M)YoY-9.8% ❌EPS $0.85-1.15(1.32)YoY-32% ❌ $300-330M(358.89M)YoY-10% CEO 2e- https://twitter.com/i/web/status/1686350827752230912 https://twitter.com/i/web/status/1686350827752230912"  
[X Link](https://x.com/2525mementomori/status/1686350827752230912)  2023-08-01T12:19Z [----] followers, [----] engagements


"2026.01.26 $STLD (Steel Dynamics) BH+1%📈 $FXZ $SLX $XLB FY25 Q4 🟢 EPS $1.82(1.70)YoY+33.8% 🔴 $4.41B(4.63B)YoY+14.0% https://note.com/2525mementomori/n/n10cc9ab6bbe5 https://note.com/2525mementomori/n/n10cc9ab6bbe5"  
[X Link](https://x.com/2525mementomori/status/2015768106967474599)  2026-01-26T12:45Z [----] followers, [---] engagements


"2026.01.29 $CMCSA (Comcast) BH+0% $XLC $VOX FY25 Q4 🟢 EPS $0.84(0.73)YoY-12.5% 🔴 $32.31B(32.34B)YoY+1.2% https://note.com/2525mementomori/n/n5a785489f56f https://note.com/2525mementomori/n/n5a785489f56f"  
[X Link](https://x.com/2525mementomori/status/2016851838302376056)  2026-01-29T12:32Z [----] followers, [---] engagements


"❖ ETF $QQQ $SPY $VOO $IOO $SMH $SOXX $FTXL $VOX $IXP $XLC $FDN $SOCL $XLY $VCR $RTH $RXI $FDN $MGK $XLK $FPX $AIQ $BOTZ $FINX $ROBT $HERO $BUG $HACK $CIBR $FPXI $IPO"  
[X Link](https://x.com/2525mementomori/status/2017357219411726737)  2026-01-30T22:00Z [----] followers, [---] engagements


"$TER 🟢 YoY+43.9%EPS+89.5% +75%EPS+176% note https://note.com/2525mementomori/n/n71de1efe6c7d https://note.com/2525mementomori/n/n71de1efe6c7d"  
[X Link](https://x.com/2525mementomori/status/2018450902265549026)  2026-02-02T22:26Z [----] followers, [---] engagements


"2026.02.02 $TER (Teradyne) FY25 Q4 🟢 EPS $1.80(1.38)YoY+89.5% 🟢 $1.083B(977.22M)YoY+43.9% 🟢 EPS $1.89-2.25(1.29)YoY+176% 🟢 $1.150-1.250B(938.72M)YoY+75%"  
[X Link](https://x.com/2525mementomori/status/2018451072306893063)  2026-02-02T22:26Z [----] followers, [---] engagements


"$CMG 🟡 EPS YoY-2.5% 350-370 note https://note.com/2525mementomori/n/nde42dd3d1197 https://note.com/2525mementomori/n/nde42dd3d1197"  
[X Link](https://x.com/2525mementomori/status/2018811120694563238)  2026-02-03T22:17Z [----] followers, [---] engagements


"2026.02.03 $AMD (Advanced Micro Devices) AH-7%📉 $SOXX $SMH $FTXL FY25 Q4 🟢 EPS $1.53(1.32)YoY+40.4% 🟢 $10.27B(9.67B)YoY+34.1% 🟢 $9.80B300M(9.42B)YoY+32%"  
[X Link](https://x.com/2525mementomori/status/2018812486703886525)  2026-02-03T22:22Z [----] followers, [---] engagements


"2026.02.03 $CMG (Chipotle Mexican Grill) AH-7%📉 FY25 Q4 🟢 EPS $0.25(0.24)YoY0% 🟢 $2.984B(2.96B)YoY+4.9%"  
[X Link](https://x.com/2525mementomori/status/2018812854632345981)  2026-02-03T22:24Z [----] followers, [---] engagements


"$SMCI 🟢 EPS +123%+167% $40B AI CEO note https://note.com/2525mementomori/n/n6dcd2d915065 https://note.com/2525mementomori/n/n6dcd2d915065"  
[X Link](https://x.com/2525mementomori/status/2018818509468483593)  2026-02-03T22:46Z [----] followers, [----] engagements


"$INTA 🟢 EPSSaaS Rev YoY+28% SaaS note https://note.com/2525mementomori/n/n35e8c62c06c7 https://note.com/2525mementomori/n/n35e8c62c06c7"  
[X Link](https://x.com/2525mementomori/status/2018831920843665505)  2026-02-03T23:40Z [----] followers, [---] engagements


"2026.02.03 $INTA (Intapp) AH-20%📉 FY26 Q2 🟢 EPS $0.33(0.26)YoY+57.1% 🟢 $140.21M(138.19M)YoY+15.7% 🔴 EPS $0.27-0.29(0.31)YoY+8% 🟢 $143.8-144.8M(143.90M)YoY+12%"  
[X Link](https://x.com/2525mementomori/status/2018833365588394252)  2026-02-03T23:45Z [----] followers, [---] engagements


"$QCOM 🟡 EPS AI EPS CEO2029 note https://note.com/2525mementomori/n/n0625044e3da6 https://note.com/2525mementomori/n/n0625044e3da6"  
[X Link](https://x.com/2525mementomori/status/2019169809427243071)  2026-02-04T22:02Z [----] followers, [---] engagements


"2026.02.04 $GOOGL $GOOG (Alphabet) AH+2%📈 $QQQ $SPY $VOO $IOO $VOX $IXP $XLC $FDN $SOCL FY25 Q4 🟢 EPS $2.82(2.63)YoY+31.2% 🟢 $113.83B(111.33B)YoY+18.0% ✅ $27.85BYoY+95.1%QoQ+16.3%"  
[X Link](https://x.com/2525mementomori/status/2019170447829659822)  2026-02-04T22:05Z [----] followers, [---] engagements


"$FORM 🟢 EPS YoY+70.4%+13.6% 42.2% YoY+96% HPC note https://note.com/2525mementomori/n/ncc1aecd285f4 https://note.com/2525mementomori/n/ncc1aecd285f4"  
[X Link](https://x.com/2525mementomori/status/2019190506929160247)  2026-02-04T23:25Z [----] followers, [---] engagements


"2026.02.04 $FORM (FormFactor) AH+16%📈 FY25 Q4 🟢 EPS $0.46(0.35)YoY+70.4% 🟢 $215.16M(210.56M)YoY+13.6% 🟢 EPS $0.45$0.04(0.32)YoY+31% 🟢 $225.0M5.0M(203.84M)YoY+96%"  
[X Link](https://x.com/2525mementomori/status/2019190998434496616)  2026-02-04T23:27Z [----] followers, [---] engagements


"2026.02.04 $SITM (SiTime) FY25 Q4 🟢 EPS $1.53(1.21)YoY+218.8% 🟢 $113.28M(101.85M)YoY+66.3%"  
[X Link](https://x.com/2525mementomori/status/2019191096841327047)  2026-02-04T23:27Z [----] followers, [---] engagements


"$MPWR 🟢 EPSYoY  CEO note https://note.com/2525mementomori/n/n71a52b9d2bd0 https://note.com/2525mementomori/n/n71a52b9d2bd0"  
[X Link](https://x.com/2525mementomori/status/2019527710314492029)  2026-02-05T21:45Z [----] followers, [----] engagements


"$DOCS 🔴 EBITDA 100AI -37%5 note https://note.com/2525mementomori/n/nb6a57c135317 https://note.com/2525mementomori/n/nb6a57c135317"  
[X Link](https://x.com/2525mementomori/status/2019560221715361864)  2026-02-05T23:54Z [----] followers, [----] engagements


"2026.02.05 $DOCS (Doximity) AH-39%📉 FY26 Q3 🟢 EPS $0.46(0.45)YoY+2.2% 🟢 $185.05M(181.63M)YoY+9.8% 🔴 $143.0-144.0M(150.43M)YoY+4%"  
[X Link](https://x.com/2525mementomori/status/2019579882217566517)  2026-02-06T01:12Z [----] followers, 10.7K engagements


"2026.02.05 $RBLX (Roblox) AH+10%📈 $HERO $FPX FY25 Q4 🟢 EPS $0.45(0.47)YoY-36.4% 🟢 Bookings $2.222B(2.08B)YoY+63.2% ✅ Revenue $1.415BYoY+43.2% 🟡 Bookings $1.690-1.740B(1.72B)YoY+42% ✅ Revenue $1.370-1.420BYoY+35%"  
[X Link](https://x.com/2525mementomori/status/2019580196601688509)  2026-02-06T01:13Z [----] followers, [---] engagements


"$MNDY 🔴 YoY+24.6%EPS AI SaaS note # # https://note.com/2525mementomori/n/neb1eb1505a32 https://note.com/2525mementomori/n/neb1eb1505a32"  
[X Link](https://x.com/2525mementomori/status/2020836692102652284)  2026-02-09T12:26Z [----] followers, [----] engagements


"2026.02.09 $MNDY BH-15%📉 FY25 Q4 🟢 EPS $1.04(0.92)YoY-3.7% 🟢 $338.88M(329.67M)YoY+24.6% 🔴 $338.0-340.0M(342.95M)YoY+20% http://monday.com http://monday.com"  
[X Link](https://x.com/2525mementomori/status/2020836976044462115)  2026-02-09T12:27Z [----] followers, [---] engagements


"$ENTG 🟢 EPS YoYQoQ +10% note # # https://note.com/2525mementomori/n/n76e0e8eb6371 https://note.com/2525mementomori/n/n76e0e8eb6371"  
[X Link](https://x.com/2525mementomori/status/2021202789914075318)  2026-02-10T12:41Z [----] followers, [---] engagements


"2026.02.10 $ENTG (Entegris) BH+10%📈 FY25 Q4 🟢 EPS $0.70(0.67)YoY-16.7% 🟢 $823.9M(811.34M)YoY-3.1% 🟢 EPS $0.70-0.78(0.64)YoY+10% 🟢 $785.0-825.0M(785.04M)YoY+4%"  
[X Link](https://x.com/2525mementomori/status/2021203008709861591)  2026-02-10T12:42Z [----] followers, [---] engagements


"$NET 🟢 EPSYoY +29% YoYAI AI note # # https://note.com/2525mementomori/n/n1a0fcab53b3d https://note.com/2525mementomori/n/n1a0fcab53b3d"  
[X Link](https://x.com/2525mementomori/status/2021343631953756351)  2026-02-10T22:00Z [----] followers, [----] engagements


"2024.05.07 $ZI (ZoomInfo Technologies) FY24 Q1 EPS $0.26(0.23)YoY+8.3%  $310.1M(308.76M)YoY+3.1% ❌ EPS $0.23-0.24(0.25)YoY-10% ❌ $306-309M(313.23M)YoY-0%  EPS $1.00-1.02(1.00) ❌ $1.255-1.27B(1.27B) -18.17%📉 https://twitter.com/i/web/status/1787953373121311057 https://twitter.com/i/web/status/1787953373121311057"  
[X Link](https://x.com/2525mementomori/status/1787953373121311057)  2024-05-07T21:11Z [----] followers, [----] engagements


"2026.01.22 $ISRG (Intuitive Surgical) AH+3%📈 $BOTZ $XLV FY25 Q4 🟢 EPS $2.53(2.27)YoY+14.5% 🟢 $2.87B(2.76B)YoY+18.8% https://note.com/2525mementomori/n/nf77a5c7cd412 https://note.com/2525mementomori/n/nf77a5c7cd412"  
[X Link](https://x.com/2525mementomori/status/2014454610971525265)  2026-01-22T21:46Z [----] followers, [---] engagements


"$AMD 🟢 YoY+34.1%EPS+40.4% 57% AI note https://note.com/2525mementomori/n/n08fd81564f50 https://note.com/2525mementomori/n/n08fd81564f50"  
[X Link](https://x.com/2525mementomori/status/2018812216464822402)  2026-02-03T22:21Z [----] followers, [----] engagements


"$SIMO 🟢 ✨ EPS YoY+45% YoY+71%  note https://note.com/2525mementomori/n/n459c093b98d8 https://note.com/2525mementomori/n/n459c093b98d8"  
[X Link](https://x.com/2525mementomori/status/2018833078890930226)  2026-02-03T23:44Z [----] followers, [----] engagements


"$AFRM 🟢 YoY+29.6%GMV+36% AdaptAI+10% GMV [--] note https://note.com/2525mementomori/n/n8b5a050a49b5 https://note.com/2525mementomori/n/n8b5a050a49b5"  
[X Link](https://x.com/2525mementomori/status/2019545936234704923)  2026-02-05T22:57Z [----] followers, [----] engagements


"2026.02.05 $AFRM (Affirm Holdings) AH-6%📉 $FINX FY26 Q2 🟢 EPS $0.37(0.27)YoY+60.9% 🟢 $1.123B(1.06B)YoY+29.6% 🟢 $970.0-1000.0M(975.23M)YoY+26%"  
[X Link](https://x.com/2525mementomori/status/2019580424260055523)  2026-02-06T01:14Z [----] followers, [---] engagements


"2026.02.05 $MPWR (Monolithic Power Systems) AH+0% $SOXX FY25 Q4 🟢 EPS $4.79(4.74)YoY+17.1% 🟢 $751.16M(742.40M)YoY+20.8% 🟢 $770.0-790.0M(737.97M)YoY+22%"  
[X Link](https://x.com/2525mementomori/status/2019580662739878309)  2026-02-06T01:15Z [----] followers, [---] engagements


"$GTM 🟡 EPS AI SaaS note # # https://note.com/2525mementomori/n/ne7125f253484 https://note.com/2525mementomori/n/ne7125f253484"  
[X Link](https://x.com/2525mementomori/status/2020987574442131562)  2026-02-09T22:26Z [----] followers, [----] engagements


"2026.02.09 $GTM (ZoomInfo Technologies) AH-6%📉 FY25 Q4 🟢 EPS $0.32(0.28)YoY+23.1% 🟢 $319.1M(309.28M)YoY+3.2% 🟢 EPS $0.25-0.27(0.26)YoY+13% 🟢 $306.0-309.0M(307.50M)YoY+1%"  
[X Link](https://x.com/2525mementomori/status/2020991429112365344)  2026-02-09T22:41Z [----] followers, [---] engagements


"$LSCC 🟢 YoY+24.2%EPS+113.3% +37%EPS+64% AI note # # https://note.com/2525mementomori/n/nb6b55aefa43d https://note.com/2525mementomori/n/nb6b55aefa43d"  
[X Link](https://x.com/2525mementomori/status/2021344688318579099)  2026-02-10T22:05Z [----] followers, [---] engagements


"2026.02.10 $LSCC (Lattice Semiconductor) AH+7%📈 FY25 Q4 🟢 EPS $0.32(0.32)YoY+113.3% 🟢 $145.79M(143.17M)YoY+24.2% 🟢 EPS $0.34-0.38(0.33)YoY+64% 🟢 $158.0-172.0M(148.16M)YoY+37%"  
[X Link](https://x.com/2525mementomori/status/2021351250714034522)  2026-02-10T22:31Z [----] followers, [---] engagements


"2026.02.10 $NET (Cloudflare) AH+10%📈 $HACK $CIBR $WFH $SKYY FY25 Q4 🟢 EPS $0.28(0.27)YoY+47.4% 🟢 $614.51M(591.34M)YoY+33.6% 🔴 EPS $0.23(0.25)YoY+44% 🟢 $620.0-621.0M(614.35M)YoY+30%"  
[X Link](https://x.com/2525mementomori/status/2021351513424273445)  2026-02-10T22:32Z [----] followers, [---] engagements


"2025.11.04 $SWKS (Skyworks Solutions) AH+2%📈 $FTXL FY25 Q4 🟢 EPS $1.76(1.52)YoY+13.6% 🟢 $1.10B(1.04B)YoY+7.3% 🟢 EPS $1.40(1.28)YoY-13% 🟢 $975.0-1025.0M(980.47M)YoY-9% https://note.com/2525mementomori/n/n9a6962208246 https://note.com/2525mementomori/n/n9a6962208246"  
[X Link](https://x.com/2525mementomori/status/1985849607163941063)  2025-11-04T23:20Z [----] followers, [---] engagements


"2026.01.28 $UMC (United Microelectronics) BH-4%📉 FY25 Q4 🔴 EPS $0.129(0.14)YoY+24.0% 🟢 $1.968B(1.94B)YoY+6.8% https://note.com/2525mementomori/n/n3372fadc2758 https://note.com/2525mementomori/n/n3372fadc2758"  
[X Link](https://x.com/2525mementomori/status/2016449115828437370)  2026-01-28T09:51Z [----] followers, [---] engagements


"$SWKS 🟢 EPS4  YoY note https://note.com/2525mementomori/n/nc0adfe8ba471 https://note.com/2525mementomori/n/nc0adfe8ba471"  
[X Link](https://x.com/2525mementomori/status/2018832415826002362)  2026-02-03T23:42Z [----] followers, [---] engagements


"2026.02.03 $SWKS (Skyworks Solutions) AH+1%📈 $FTXL FY26 Q1 🟢 EPS $1.54(1.40)YoY-3.8% 🟢 $1.035B(1.00B)YoY-3.1% 🟢 EPS $1.04(0.96)YoY-16% 🟢 $875.0-925.0M(867.79M)YoY-6%"  
[X Link](https://x.com/2525mementomori/status/2018833577044316310)  2026-02-03T23:46Z [----] followers, [---] engagements


"$ARM 🟢 YoY+26.3%EPS+10.3% ACV+27.6% +18% AI note https://note.com/2525mementomori/n/n40aa13857188 https://note.com/2525mementomori/n/n40aa13857188"  
[X Link](https://x.com/2525mementomori/status/2019170199770136964)  2026-02-04T22:04Z [----] followers, [----] engagements


"2026.02.04 $ARM (Arm Holdings) AH-6%📉 $IPO $FPXI FY26 Q3 🟢 EPS $0.43(0.41)YoY+10.3% 🟢 $1.242B(1.23B)YoY+26.3% 🟢 EPS $0.580.04(0.56)YoY+5% 🟢 $1.470B50M(1.44B)YoY+18%"  
[X Link](https://x.com/2525mementomori/status/2019170934687690942)  2026-02-04T22:07Z [----] followers, [---] engagements


"$SYM 🟢 YoY+29.4% EBITDA+273.7% +20%EBITDA+109% note https://note.com/2525mementomori/n/n77aa6f506082 https://note.com/2525mementomori/n/n77aa6f506082"  
[X Link](https://x.com/2525mementomori/status/2019181804880818469)  2026-02-04T22:50Z [----] followers, [---] engagements


"2026.02.04 $SYM (Symbotic) AH+9%📈 $BOTZ $ROBT FY26 Q1 🟢 EPS $0.02(0.01)YoY+166.7% 🟢 $629.99M(622.58M)YoY+29.4% 🟢 $650.0-670.0M(639.46M)YoY+20%"  
[X Link](https://x.com/2525mementomori/status/2019182333040161105)  2026-02-04T22:52Z [----] followers, [---] engagements


"$MCHP 🟢 EPSYoY 59.6% +30% note https://note.com/2525mementomori/n/n45620f614794 https://note.com/2525mementomori/n/n45620f614794"  
[X Link](https://x.com/2525mementomori/status/2019576728784716045)  2026-02-06T00:59Z [----] followers, [---] engagements


"2026.02.05 $MCHP (Microchip Technology) AH-6%📉 $SOXX $FTXL FY26 Q3 🟢 EPS $0.44(0.43)YoY+120.0% 🟢 $1.186B(1.18B)YoY+15.6% 🟢 EPS $0.48-0.52(0.49)YoY+355% 🟢 $1.240-1.280B(1.23B)YoY+30%"  
[X Link](https://x.com/2525mementomori/status/2019578657602433342)  2026-02-06T01:07Z [----] followers, [---] engagements


"$ON 🔴 EPS EPS 36.0% CEO note # # https://note.com/2525mementomori/n/n46d7b43608cc https://note.com/2525mementomori/n/n46d7b43608cc"  
[X Link](https://x.com/2525mementomori/status/2020980727186411822)  2026-02-09T21:58Z [----] followers, [----] engagements


"$AMKR 🟢 YoY+15.9%EPSYoY+60.5% +25% note # # https://note.com/2525mementomori/n/n95fab4c29c31 https://note.com/2525mementomori/n/n95fab4c29c31"  
[X Link](https://x.com/2525mementomori/status/2020981323322753037)  2026-02-09T22:01Z [----] followers, [----] engagements


"2026.02.09 $ON (ON Semiconductor) AH-5%📉 $QCLN $FTXL FY25 Q4 🟢 EPS $0.64(0.62)YoY-32.6% 🔴 $1.53B(1.54B)YoY-11.2% 🟡 EPS $0.56-0.66(0.61)YoY+11%"  
[X Link](https://x.com/2525mementomori/status/2020991679918911761)  2026-02-09T22:42Z [----] followers, [---] engagements


"2026.02.09 $AMKR (Amkor Technology) AH+1%📈 FY25 Q4 🟢 EPS $0.69(0.44)YoY+60.5% 🟢 $1.89B(1.84B)YoY+15.9% 🟢 EPS $0.18-0.28(0.22)YoY+156% 🟢 $1.60-1.70B(1.54B)YoY+25%"  
[X Link](https://x.com/2525mementomori/status/2020991894290038956)  2026-02-09T22:43Z [----] followers, [---] engagements


"$DDOG 🟡 YoY+29.2%EPS+42.1% +10% SaaS note # # https://note.com/2525mementomori/n/n2c5a73ab8b8d https://note.com/2525mementomori/n/n2c5a73ab8b8d"  
[X Link](https://x.com/2525mementomori/status/2021201903275868571)  2026-02-10T12:37Z [----] followers, [----] engagements


"2026.02.10 $DDOG (Datadog) BH+9%📈 FY25 Q4 🟢 EPS $0.59(0.55)YoY+42.1% 🟢 $953.19M(918.70M)YoY+29.2% 🔴 EPS $0.49-0.51(0.53)YoY+9% 🟢 $951.0-961.0M(935.61M)YoY+26%"  
[X Link](https://x.com/2525mementomori/status/2021203192244208072)  2026-02-10T12:42Z [----] followers, [---] engagements


"$PYPL BH-15%📉 🔴 EPS FY26 CEO CEO note https://note.com/2525mementomori/n/n1159109c9b71 https://note.com/2525mementomori/n/n1159109c9b71"  
[X Link](https://x.com/2525mementomori/status/2018663867463909762)  2026-02-03T12:32Z [----] followers, [----] engagements


"2026.02.03 $PYPL (PayPal Holdings) $FINX $FDN FY25 Q4 🔴 EPS $1.23(1.29)YoY+3.4% 🔴 $8.68B(8.79B)YoY+3.7% 🔴 EPS1$1.26(1.38)"  
[X Link](https://x.com/2525mementomori/status/2018664276555346170)  2026-02-03T12:34Z [----] followers, [---] engagements


"2026.02.09-02.13 ❖ [--] $MNDY $ON $AMKR $ICHR $GTM $DDOG $ENTG $NET $LSCC $DIOD $SHOP $GFS $TSEM $CSCO $APP $HUBS $QTWO $HIMX $NVMI $AMAT $ANET $ABNB $COIN $PCOR $RIVN ❖ ETF $SMH $SOXX $FTXL $XLK $HACK $FDN $CIBR $HACK $WFH $SKYY $FDNI $CLOU $AIQ $FPX $BKCH $FINX $QCLN $IPO ❖ Earnings Schedule for the Week"  
[X Link](https://x.com/anyuser/status/2019893920117993720)  2026-02-06T22:00Z [----] followers, [----] engagements


"RT @nishideshigeru: [---] 🟩"  
[X Link](https://x.com/anyuser/status/2021356253625438514)  2026-02-10T22:51Z [----] followers, [--] engagements


"$GFS 🟢 EPS  [--] note # # https://note.com/2525mementomori/n/n72203580f551 https://note.com/2525mementomori/n/n72203580f551"  
[X Link](https://x.com/anyuser/status/2021570812080250919)  2026-02-11T13:03Z [----] followers, [----] engagements


"$TSEM 🟢 YoY+13.7%EPS+32.2% 26.7%YoY/QoQ YoY+15% SiPho5AI note # # https://note.com/2525mementomori/n/nf2d7d1112b67 https://note.com/2525mementomori/n/nf2d7d1112b67"  
[X Link](https://x.com/2525mementomori/status/2021571359197811199)  2026-02-11T13:05Z [----] followers, [---] engagements


"$SHOP 🟢 EPS2530% 19% 30% AI20 note # # https://note.com/2525mementomori/n/n804a9dd62ed7 https://note.com/2525mementomori/n/n804a9dd62ed7"  
[X Link](https://x.com/2525mementomori/status/2021574198687113240)  2026-02-11T13:17Z [----] followers, [----] engagements


"2026.02.11 $GFS (Global Foundries) BH+6%📈 FY25 Q4 🟢 EPS $0.55(0.47)YoY+19.6% 🟢 $1.830B(1.80B)YoY0% 🟢 EPS $0.350.05(0.35)YoY+3% 🟢 $1.625B25M(1.61B)YoY+3%"  
[X Link](https://x.com/anyuser/status/2021574466484961684)  2026-02-11T13:18Z [----] followers, [---] engagements


"2026.02.11 $TSEM (Tower Semiconductor) BH+6%📈 FY25 Q4 🟢 EPS $0.78(0.68)YoY+32.2% 🟢 $440.21M(439.76M)YoY+13.7% 🟢 $412.0M5%(408.38M)YoY+15%"  
[X Link](https://x.com/2525mementomori/status/2021574841778798738)  2026-02-11T13:19Z [----] followers, [---] engagements


"2026.02.11 $SHOP (Shopify) BH+10%📈 $FDNI $CLOU FY25 Q4 🟢 EPS $0.57(0.51)YoY+29.5% 🟢 $3.67B(3.61B)YoY+30.6% 🟢 $3.09-3.14B(3.00B)YoY+32%"  
[X Link](https://x.com/2525mementomori/status/2021575157425275094)  2026-02-11T13:20Z [----] followers, [---] engagements


"$CSCO 🟢 YoY+9.7%EPS+10.6% % AI note # # https://note.com/2525mementomori/n/nd7a5d4df1b71 https://note.com/2525mementomori/n/nd7a5d4df1b71"  
[X Link](https://x.com/anyuser/status/2021701112437649662)  2026-02-11T21:41Z [----] followers, [----] engagements


"$APP 🟢 YoY+20.8%EPS+87.3%  note # # https://note.com/2525mementomori/n/n515d311c5eb3 https://note.com/2525mementomori/n/n515d311c5eb3"  
[X Link](https://x.com/anyuser/status/2021702241401680131)  2026-02-11T21:45Z [----] followers, [----] engagements


"$HUBS 🟢 YoY+20%EPS+33% AI +18% SaaSAI note # # https://note.com/2525mementomori/n/nefb456206998 https://note.com/2525mementomori/n/nefb456206998"  
[X Link](https://x.com/anyuser/status/2021714318853840928)  2026-02-11T22:33Z [----] followers, [----] engagements


"$QTWO 🟢 EPS +10% CFOFCF SaaS note # # https://note.com/2525mementomori/n/nd8f8dee69856 https://note.com/2525mementomori/n/nd8f8dee69856"  
[X Link](https://x.com/anyuser/status/2021716025591705920)  2026-02-11T22:40Z [----] followers, [----] engagements


"2026.02.11 $CSCO (Cisco Systems) AH-7%📉 $CIBR $HACK $FDN $AIQ $XLK FY26 Q2 🟢 EPS $1.04(1.02)YoY+10.6% 🟢 $15.35B(15.11B)YoY+9.7% 🟢 EPS $1.02-1.04(1.03)YoY+7% 🟢 $15.40-15.60B(15.19B)YoY+10%"  
[X Link](https://x.com/anyuser/status/2021722034666189285)  2026-02-11T23:04Z [----] followers, [---] engagements


"2026.02.11 $APP (AppLovin) AH-5%📉 $FPX FY25 Q4 🟢 EPS $3.24(2.95)YoY+87.3% 🟢 $1.658B(1.61B)YoY+20.8% 🟢 $1.745-1.775B(1.70B)YoY+52%"  
[X Link](https://x.com/anyuser/status/2021722190765551735)  2026-02-11T23:05Z [----] followers, [---] engagements


"2026.02.11 $HUBS (HubSpot) AH+2%📈 FY25 Q4 🟢 EPS $3.09(2.99)YoY+33.2% 🟢 $846.75M(830.91M)YoY+20.4% 🟢 EPS $2.46-2.48(2.34)YoY+39% 🟢 $862.0-863.0M(838.69M)YoY+21%"  
[X Link](https://x.com/anyuser/status/2021722386085949935)  2026-02-11T23:05Z [----] followers, [---] engagements


"2026.02.11 $QTWO (Q2 Holdings) AH-4%📉 FY25 Q4 🟢 EPS $0.63(0.61)YoY+31.3% 🟢 $208.22M(204.69M)YoY+13.8% 🟢 $212.5-216.5M(209.49M)YoY+13%"  
[X Link](https://x.com/anyuser/status/2021722617334706328)  2026-02-11T23:06Z [----] followers, [---] engagements


"RT @nishideshigeru: [---] 🟩 PT10:25IPO/IWO"  
[X Link](https://x.com/anyuser/status/2021734132397826217)  2026-02-11T23:52Z [----] followers, [--] engagements


"$HIMX 🟡 YoY-14% EPS YoY-74%  note # # https://note.com/2525mementomori/n/n22a7457f97fa https://note.com/2525mementomori/n/n22a7457f97fa"  
[X Link](https://x.com/anyuser/status/2021897225354588475)  2026-02-12T10:40Z [----] followers, [---] engagements


"2025.02.12 $HIMX (Himax Technologies) FY25 Q4 🟡 EPS $0.036(0.04)YoY-74.3% 🟢 $203.08M(199.16M)YoY-14.4% 🔴 EPS $0.02-0.04(0.06)YoY-74% 🔴 $190.90-199.02M(188.59M)YoY-9%"  
[X Link](https://x.com/anyuser/status/2021897536026685851)  2026-02-12T10:41Z [----] followers, [---] engagements


"$NVMI 🟢 YoY+14%EPS+10%  note # # https://note.com/2525mementomori/n/n9e9d42799969 https://note.com/2525mementomori/n/n9e9d42799969"  
[X Link](https://x.com/2525mementomori/status/2021929935158620407)  2026-02-12T12:50Z [----] followers, [---] engagements


"2026.02.12 $NVMI (Nova) BH-7%📉 FY25 Q4 🟢 EPS $2.14(2.12)YoY+10.3% 🟢 $222.62M(220.83M)YoY+14.3% 🟢 EPS $2.13-2.25(2.15)YoY+0% 🟢 $222.0-232.0M(223.55M)YoY+6%"  
[X Link](https://x.com/2525mementomori/status/2021930157582549039)  2026-02-12T12:51Z [----] followers, [---] engagements


"$AZN 2300NIKKEI 👉AZN18 👉231-3 👉11600 https://www.nikkei.com/article/DGXZQOGN1003W0Q3A110C2000000/type=my#AAAUAgAAMA https://www.nikkei.com/article/DGXZQOGN1003W0Q3A110C2000000/type=my#AAAUAgAAMA"  
[X Link](https://x.com/2525mementomori/status/1612608265762009089)  2023-01-10T00:32Z [----] followers, [---] engagements


"2024.08.05 $ZI (ZoomInfo Technologies) AH-11%📉 FY24 Q2 🔴 EPS $0.17(0.24)YoY-34.6% 🔴 $291.5M(307.68M)YoY-5.5% 🔴 EPS $0.21-0.22(0.25)YoY-17% 🔴 $298-301M(317.23M)YoY-5% 🔴 EPS $0.86-0.88(1.01) 🔴 $1.190-1.205B(1.26B) https://twitter.com/i/web/status/1820558843308540041 https://twitter.com/i/web/status/1820558843308540041"  
[X Link](https://x.com/2525mementomori/status/1820558843308540041)  2024-08-05T20:33Z [----] followers, [----] engagements


"note 🔗 $ZI (ZoomInfo Technologies)FY24 Q2✨ https://note.com/2525mementomori/n/n3c72b18c1b97 https://note.com/2525mementomori/n/n3c72b18c1b97"  
[X Link](https://x.com/2525mementomori/status/1820581069969908052)  2024-08-05T22:02Z [----] followers, [---] engagements


"2024.11.12 $ZI (ZoomInfo Technologies) AH-10%📉 FY24 Q3 🟢 EPS $0.28(0.22)YoY+7.7% 🟢 $303.6M(299.36M)YoY-3.3% 🟡 EPS $0.22-0.23(0.23)YoY-13% 🟢 $296-299M(296.85M)YoY-6% 🟢 EPS $0.92-0.93(0.88) 🟢 $1.201-1.204B(1.20B) note 🔗 https://note.com/2525mementomori/n/n62c56e3efc00 https://note.com/2525mementomori/n/n62c56e3efc00"  
[X Link](https://x.com/2525mementomori/status/1856457996370620590)  2024-11-12T22:04Z [----] followers, [----] engagements


"❖ [--] $2B $MTSI - MACOM Technology Solutions Holdings Inc - Technology $PEN - Penumbra Inc - Healthcare $TPX - Tempur Sealy International Inc - Consumer Cyclical $QGEN - Qlagen NV - Healthcare $AYI - Acuity Brands Inc - Industrials $FOUR - Shift4 Payments Inc - Technology $RRC - Range Resources Corp - Energy $VFC - VF Corp - Consumer Cyclical $FN - Fabrinet - Technology $GLBE - Global E Online Ltd - Consumer Cyclical $NBIS - Nexus Group N.V - Technology $HQY - Healthequity Inc - Healthcare $PEGA - Pegasystems Inc - Technology $KD - Kyndryl Holdings Inc - Technology $PLNT - Planet Fitness Inc -"  
[X Link](https://x.com/2525mementomori/status/1882184481861501245)  2025-01-22T21:52Z [----] followers, [---] engagements


"❖ [--] $2B $INTA - Intapp Inc - Technology $KTOS - Kratos Defense & Security Solutions Inc - Industrials $LRN - Stride Inc - Consumer Defensive $CLBT - Cellebrite Di Ltd - Technology $AEIS - Advanced Energy Industries Inc - Industrials $PRIM - Primoris Services Corp - Industrials $PLXS - Plexus Corp - Technology $RELY - Remitly Global Inc - Technology $GOLF - Acushnet Holdings Corp - Consumer Cyclical $VRNA - Verona Pharma Plc ADR - Healthcare $SRRK - Scholar Rock Holding Corp - Healthcare $KGS - Kodiak Gas Services Inc - Energy $OKLO - Oklo Inc - Utilities $TGLS - Tecnoglass Inc - Basic"  
[X Link](https://x.com/2525mementomori/status/1882184578330493247)  2025-01-22T21:52Z [----] followers, [---] engagements


"❖ [--] $2B $WMT - Walmart Inc - Consumer Defensive $JPM - JPMorgan Chase & Co - Financial $SAP - Sap SE ADR - Technology $WFC - Wells Fargo & Co - Financial $MS - Morgan Stanley - Financial $GS - Goldman Sachs Group Inc - Financial $HSBC - HSBC Holdings pic ADR - Financial $T - AT&T Inc - Communication Services $BSX - Boston Scientific Corp - Healthcare $KKR - KKR & Co. Inc - Financial $SBUX - Starbucks Corp - Consumer Cyclical $ADP - Automatic Data Processing Inc - Technology $UBS - UBS Group AG - Financial $SPOT - Spotify Technology S.A - Communication Services $RELX - RELX PLC ADR -"  
[X Link](https://x.com/2525mementomori/status/1884786169659249019)  2025-01-30T02:10Z [----] followers, [----] engagements


"❖ [--] $2B $FOXA - Fox Corporation - Communication Services $FOX - Fox Corporation - Communication Services $NTRS - Northern Trust Corp - Financial $VIK - Viking Holdings Ltd - Consumer Cyclical $IHG - Intercontinental Hotels Group ADR - Consumer Cyclical $ONON - On Holding AG - Consumer Cyclical $CG - Carlyle Group Inc - Financial $RPRX - Royalty Pharma plc - Healthcare $CYBR - CyberArk Software Ltd - Technology $AS - Amer Sports Inc - Consumer Cyclical $FFIV - F5 Inc - Technology $RL - Ralph Lauren Corp - Consumer Cyclical $ARCC - Ares Capital Corp - Financial $FMS - Fresenius Medical Care AG"  
[X Link](https://x.com/2525mementomori/status/1884786376228712920)  2025-01-30T02:11Z [----] followers, [---] engagements


"❖ [--] $2B $DECK - Deckers Outdoor Corp - Consumer Cyclical $TTWO - Take-Two Interactive Software Inc - Communication Services $LYV - Live Nation Entertainment Inc - Communication Services $CAH - Cardinal Health Inc - Healthcare $CQP - Cheniere Energy Partners LP - Energy $GDDY - GoDaddy Inc - Technology $STT - State Street Corp - Financial $DOV - Dover Corp - Industrials $CPAY - Corpay Inc - Technology $TKO - TKO Group Holdings Inc - Communication Services $WSM - Williams-Sonoma Inc - Consumer Cyclical $GBI - CGI Inc - Technology $FNV - Franco-Nevada Corporation - Basic Materials $BAM -"  
[X Link](https://x.com/2525mementomori/status/1885102467287048516)  2025-01-30T23:07Z [----] followers, [---] engagements


"❖ [--] $2B $FMS - Fresenius Medical Care AG ADR - Healthcare $KGC - Kinross Gold Corp - Basic Materials $UNM - Unum Group - Financial $RBRK - Rubrik Inc - Technology $INSM - Insmed Inc - Healthcare $NCLH - Norwegian Cruise Line Holdings Ltd - Consumer Cyclical $GMED - Globus Medical Inc - Healthcare $XPEV - XPeng Inc ADR - Consumer Cyclical $SF - Stifel Financial Corp - Financial $SNX - TD Synnex Corp - Technology $SKX - Skechers USA Inc - Consumer Cyclical $FHN - First Horizon Corporation - Financial $PSO - Pearson plc ADR - Communication Services $TPX - Tempur Sealy International Inc -"  
[X Link](https://x.com/2525mementomori/status/1885102566499115267)  2025-01-30T23:07Z [----] followers, [----] engagements


"❖ [--] $2B $GOOGL - Alphabet Inc - Communication Services $GOOG - Alphabet Inc - Communication Services $WMT - Walmart Inc - Consumer Defensive $JPM - JPMorgan Chase & Co - Financial $V - Visa Inc - Financial $WFC - Wells Fargo & Co - Financial $GS - Goldman Sachs Group Inc - Financial $PLTR - Palantir Technologies Inc - Technology $HSBC - HSBC Holdings plc ADR - Financial $BLK - Blackrock Inc - Financial $SHOP - Shopify Inc - Technology $KKR - KKR & Co. Inc - Financial $SPOT - Spotify Technology S.A - Communication Services $BN - Brookfield Corporation - Financial $PH - Parker-Hannifin Corp -"  
[X Link](https://x.com/2525mementomori/status/1885441818885845472)  2025-01-31T21:35Z [----] followers, [----] engagements


"❖ [--] $2B $TWLO - Twilio Inc - Technology $VIK - Viking Holdings Ltd - Consumer Cyclical $IHG - Intercontinental Hotels Group ADR - Consumer Cyclical $EDR - Endeavor Group Holdings Inc - Communication Services $VRSN - Verisign Inc - Technology $SSNC - SS&C Technologies Holdings Inc - Technology $CYBR - CyberArk Software Ltd - Technology $GWRE - Guidewire Software Inc - Technology $SFM - Sprouts Farmers Market Inc - Consumer Defensive $SN - SharkNinja Inc - Consumer Cyclical $ARCC - Ares Capital Corp - Financial $FMS - Fresenius Medical Care AG ADR - Healthcare $DVA - DaVita Inc - Healthcare"  
[X Link](https://x.com/2525mementomori/status/1885441943318237579)  2025-01-31T21:36Z [----] followers, [---] engagements


"❖ [--] $2B $META - Meta Platforms Inc - Communication Services $WMT - Walmart Inc - Consumer Defensive $JPM - JPMorgan Chase & Co - Financial $COST - Costco Wholesale Corp - Consumer Defensive $NFLX - Netflix Inc - Communication Services $SAP - Sap SE ADR - Technology $WFC - Wells Fargo & Co - Financial $PLTR - Palantir Technologies Inc - Technology $CSCO - Cisco Systems Inc - Technology $PM - Philip Morris International Inc - Consumer Defensive $GS - Goldman Sachs Group Inc - Financial $HSBC - HSBC Holdings plc ADR - Financial $SHOP - Shopify Inc - Technology $SCHW - Charles Schwab Corp -"  
[X Link](https://x.com/2525mementomori/status/1887695226678223255)  2025-02-07T02:49Z [----] followers, [----] engagements


"❖ [--] $2B $CBRE - CBRE Group Inc - Real Estate $CTSH - Cognizant Technology Solutions Corp - Technology $YUM - Yum Brands Inc - Consumer Cyclical $RDDT - Reddit Inc - Communication Services $LYV - Live Nation Entertainment Inc - Communication Services $K - Kellanova Co - Consumer Defensive $TKO - TKO Group Holdings Inc - Communication Services $CPAY - Corpay Inc - Technology $MKL - Markel Group Inc - Financial $FWONK - Liberty Media Corp - Communication Services $DRI - Darden Restaurants Inc - Consumer Cyclical $FWONA - Liberty Media Corp - Communication Services $VIK - Viking Holdings Ltd -"  
[X Link](https://x.com/2525mementomori/status/1887695333473591723)  2025-02-07T02:50Z [----] followers, [---] engagements


"❖ [--] $2B $META - Meta Platforms Inc - Communication Services $WMT - Walmart Inc - Consumer Defensive $COST - Costco Wholesale Corp - Consumer Defensive $SAP - Sap SE ADR - Technology $TMUS - T-Mobile US Inc - Communication Services $BABA - Alibaba Group Holding Ltd ADR - Consumer Cyclical $PM - Philip Morris International Inc - Consumer Defensive $GE - GE Aerospace - Industrials $HSBC - HSBC Holdings plc ADR - Financial $T - AT&T Inc - Communication Services $GILD - Gilead Sciences Inc - Healthcare $SPOT - Spotify Technology S.A - Communication Services $SBUX - Starbucks Corp - Consumer"  
[X Link](https://x.com/2525mementomori/status/1889819142968188998)  2025-02-12T23:29Z [----] followers, [----] engagements


"❖ [--] $2B $DT - Dynatrace Inc - Technology $NI - NiSource Inc - Utilities $SFM - Sprouts Farmers Market Inc - Consumer Defensive $EVRG - Evergy Inc - Utilities $BJ - BJ's Wholesale Club Holdings Inc - Consumer Defensive $BCH - Banco de Chile ADR - Financial $CART - Maplebear Inc - Consumer Cyclical $CFLT - Confluent Inc - Technology $BSAC - Banco Santander Chile SA ADR - Financial $HIMS - Hims & Hers Health Solutions - Consumer Defensive $HQY - Healthequity Inc - Healthcare $PHYS - Sprott Physical Gold Trust - Financial $PAP - Grupo Aeroportuario del Pacifico SAB de CV ADR - Industrials $WH -"  
[X Link](https://x.com/2525mementomori/status/1889819247767060532)  2025-02-12T23:29Z [----] followers, [---] engagements


"❖ [--] $2B $META - Meta Platforms Inc - Communication Services $WMT - Walmart Inc - Consumer Defensive $JPM - JPMorgan Chase & Co - Financial $NFLX - Netflix Inc - Communication Services $TMUS - T-Mobile US Inc - Communication Services $BABA - Alibaba Group Holding Ltd ADR - Consumer Cyclical $PLTR - Palantir Technologies Inc - Technology $PM - Philip Morris International Inc - Consumer Defensive $ABT- Abbott Laboratories - Healthcare $T - AT&T Inc - Communication Services $SPGI - S&P Global Inc - Financial $SHOP - Shopify Inc - Technology $C - Citigroup Inc - Financial $SONY - Sony Group"  
[X Link](https://x.com/2525mementomori/status/1890553829709746350)  2025-02-15T00:08Z [----] followers, [----] engagements


"❖ [--] $2B $CCEP - Coca-Cola Europacific Partners Plc - Consumer Cyclical $LYV - Live Nation Entertainment Inc - Communication Services $ETR - Entergy Corp - Utilities $IOT - Samsara Inc - Technology $KEYS - Keysight Technologies Inc - Technology $WPM - Wheaton Precious Metals Corp - Basic Materials $K - Kellanova - Consumer Defensive $BR - Broadridge Financial Solutions Inc - Technology $LAPA - LPL Financial Holdings Inc - Financial $NOK - Nokia Corp ADR - Technology $AEE - Ameren Corp - Utilities $AFRM - Affirm Holdings Inc - Technology $FOXA - Fox Corporation - Communication Services $EDR -"  
[X Link](https://x.com/2525mementomori/status/1890553950023344225)  2025-02-15T00:09Z [----] followers, [---] engagements


"❖ [--] $2B $MRX - Marex Group Plc - Financial $CHEF - Chefs' Warehouse Inc - Consumer Defensive $DAN - Dana Inc - Consumer Cyclical $OSW - OneSpaWorld Holdings Limited - Consumer Cyclical $GLP - Global Partners LP - Energy"  
[X Link](https://x.com/2525mementomori/status/1891986697602113559)  2025-02-18T23:02Z [----] followers, [---] engagements


"❖ [--] $2B $JPM - JPMorgan Chase & Co - Financial $V - Visa Inc - Financial $PLTR - Palantir Technologies Inc - Technology $T - AT&T Inc - Communication Service $PGR - Progressive Corp - Financial $DE - Deere & Co - Industrials $PANW - Palo Alto Networks Inc - Technology $FI - Fiserv Inc - Technology $GILD - Gilead Sciences Inc - Healthcare $ADP - Automatic Data Processing Inc - Technology $CRWD - Crowdstrike Holdings Inc - Technology $SMFG - Sumitomo Mitsui Financial Group Inc ADR - Financial $STRK - Microstrategy Inc - Technology $AON - Aon plc - Financial $COF - Capital One Financial Corp -"  
[X Link](https://x.com/2525mementomori/status/1892338578996547894)  2025-02-19T22:20Z [----] followers, [----] engagements


"2025.02.25 $ZI (ZoomInfo Technologies) AH+17%📈 FY24 Q4 🟢 EPS $0.26(0.23)YoY0% 🟢 $309.1M(297.66M)YoY-2.3% 🟢 EPS $0.22-0.23(0.22)YoY-13% 🟢 $294-297M(292.97M)YoY-5% https://note.com/2525mementomori/n/n319f2e59f8ff https://note.com/2525mementomori/n/n319f2e59f8ff"  
[X Link](https://x.com/2525mementomori/status/1894514949386592282)  2025-02-25T22:28Z [----] followers, 17.1K engagements


"❖ [--] $2B $BRK.A - Berkshire Hathaway Inc - Financial $BRK.B - Berkshire Hathaway Inc - Financial $V - Visa Inc - Financial $ABBV - AbbVie Inc - Healthcare $ABT - Abbott Laboratories - Healthcare $HSBC - HSBC Holdings plc ADR - Financial $T - AT&T Inc - Communication Services $RTX - RTX Corp - Industrials $PGR - Progressive Corp - Financial $GILD - Gilead Sciences Inc - Healthcare $SBUX - Starbucks Corp - Consumer Cyclical $ADP - Automatic Data Processing Inc - Technology $MMC - Marsh & McLennan Cos. Inc - Financial $ICE - Intercontinental Exchange Inc - Financial $WELL - Welltower Inc - Real"  
[X Link](https://x.com/2525mementomori/status/1895603000691081413)  2025-02-28T22:32Z [----] followers, [----] engagements


"❖ [--] $2B $CRBG - Corebridge Financial Inc - Financial $NI - NiSource Inc - Utilities $LNT - Alliant Energy Corp - Utilities $REG - Regency Centers Corporation - Real Estate $PSO - Pearson plc ADR - Communication Services $EXEL - Exelixis Inc - Healthcare $ORI - Old Republic International Corp - Financial $ASND - Ascendis Pharma A/S ADR - Healthcare $OGE - Oge Energy Corp - Utilities $SATS - EchoStar Corp - Technology $AXS - Axis Capital Holdings Ltd - Financial $ADT - ADT Inc - Industrials $UGI - UGI Corp - Utilities $COOP - Mr. Cooper Group Inc - Financial $NFG - National Fuel Gas Co -"  
[X Link](https://x.com/2525mementomori/status/1895603116378374591)  2025-02-28T22:32Z [----] followers, [---] engagements


"❖ [--] $2B $JNJ - Johnson & Johnson - Healthcare $ABBV - AbbVie Inc - Healthcare $PM - Philip Morris International Inc - Consumer Defensive $ABT - Abbott Laboratories - Healthcare $HSBC - HSBC Holdings plc ADR - Financial $T - AT&T Inc - Communication Services $PGR - Progressive Corp - Financial $GILD - Gilead Sciences Inc - Healthcare $ADP - Automatic Data Processing Inc - Technology $MDT - Medtronic Plc - Healthcare $MMC - Marsh & McLennan Cos. Inc - Financial $WELL - Welltower Inc - Real Estate $MO - Altria Group Inc - Consumer Defensive $CME - CME Group Inc - Financial $AJG - Arthur J."  
[X Link](https://x.com/2525mementomori/status/1897057744001359946)  2025-03-04T22:53Z [----] followers, [----] engagements


"❖ [--] $2B $NI - NiSource Inc - Utilities $LNT - Alliant Energy Corp - Utilities $EVRG - Evergy Inc - Utilities $ESLT - Elbit Systems Ltd - Industrials $WPC - W. P. Carey Inc - Real Estate $ITCI - Intra-Cellular Therapies Inc - Healthcare $REG - Regency Centers Corporation - Real Estate $PSO - Pearson plc ADR - Communication Services $TGTX - TG Therapeutics Inc - Healthcare $SR - Spire Inc - Utilities https://twitter.com/i/web/status/1897057823793770566 https://twitter.com/i/web/status/1897057823793770566"  
[X Link](https://x.com/2525mementomori/status/1897057823793770566)  2025-03-04T22:53Z [----] followers, [---] engagements


"❖ [--] $2B $BRK.A - Berkshire Hathaway Inc - Financial $BRK.B - Berkshire Hathaway Inc - Financial $BABA - Alibaba Group Holding Ltd ADR - Consumer Cyclical $PGR - Progressive Corp - Financial $MUFG - Mitsubishi UFJ Financial Group Inc. ADR - Financial $SAN - Banco Santander S.A. ADR - Financial $SMFG - Sumitomo Mitsui Financial Group Inc ADR - Financial $CME - CME Group Inc - Financial $DUK - Duke Energy Corp - Utilities $BBVA - Banco Bilbao Vizcaya Argentaria S.A. ADR - Financial $MPLX - MPLX LP - Energy $ALL - Allstate Corp - Financial $AEM - Agnico Eagle Mines Ltd - Basic Materials $AIG -"  
[X Link](https://x.com/2525mementomori/status/1901742607895761231)  2025-03-17T21:09Z [----] followers, [----] engagements


"2025.05.12 $ZI (ZoomInfo Technologies) AH-2%📉 FY25 Q1 🟢 EPS $0.23(0.22)YoY-11.6% 🟢 $305.7M(295.51M)YoY-1.4% 🟢 EPS $0.22-0.24(0.23)YoY+35% 🟢 $295-298M(292.67M)YoY+2% 5/13 $GTM https://note.com/2525mementomori/n/n2ba6d7986441 https://note.com/2525mementomori/n/n2ba6d7986441"  
[X Link](https://x.com/2525mementomori/status/1922037780617601478)  2025-05-12T21:14Z [----] followers, 37.7K engagements


"2025.07.24 $MBLY (Mobileye Global) BH+6%📈 FY25 Q2 🟢 EPS $0.13(0.09)YoY+44.4% 🟢 $506.0M(488.84M)YoY+15.3% https://note.com/2525mementomori/n/n227dfe920c04 https://note.com/2525mementomori/n/n227dfe920c04"  
[X Link](https://x.com/2525mementomori/status/1948340780407640123)  2025-07-24T11:13Z [----] followers, [----] engagements


"2025.08.04 $GMT (ZoomInfo Technologies) $ZI AH+5%📈 FY25 Q2 🟢 EPS $0.25(0.23)YoY+47.1% 🟢 $306.7M(296.34M)YoY+5.2% 🟢 EPS $0.24-0.26(0.25)YoY-11% 🟢 $302.0-305.0M(297.80M)YoY-0% https://note.com/2525mementomori/n/n4f7923c50413 https://note.com/2525mementomori/n/n4f7923c50413"  
[X Link](https://x.com/2525mementomori/status/1952479529009811815)  2025-08-04T21:19Z [----] followers, [----] engagements


"❖ [--] $2B $META - Meta Platforms Inc - Communication Services $JNJ - Johnson & Johnson - Healthcare $GS - Goldman Sachs Group Inc - Financial $RY - Royal Bank Of Canada - Financial $MUFG - Mitsubishi UFJ Financial Group Inc. ADR - Financial $SONY - Sony Group Corporation ADR - Technology $SAN - Banco Santander S.A. ADR - Financial $UBS - UBS Group AG - Financial $BBVA - Banco Bilbao Vizcaya Argentaria S.A. ADR - Financial $SMFG - Sumitomo Mitsui Financial Group Inc ADR - Financial $MFG - Mizuho Financial Group Inc. ADR - Financial $ING - ING Groep N.V. ADR - Financial $DB - Deutsche Bank AG -"  
[X Link](https://x.com/2525mementomori/status/1956463234757939574)  2025-08-15T21:09Z [----] followers, [----] engagements


"❖ [--] $2B $LLYVK - Liberty Media Corp - Communication Services $CIGI - Colliers International Group Inc - Real Estate $BPOP - Popular Inc - Financial $LNC - Lincoln National Corp - Financial $TIGO - Millicom International Cellular S.A - Communication Services $EQX - Equinox Gold Corp - Basic Materials $OIB - Grupo Cibest S.A. ADR - Financial $BTG - B2gold Corp - Basic Materials $DORM - Dorman Products Inc - Consumer Cyclical $GHC - Graham Holdings Co - Consumer Defensive $DLO - DLocal Limited - Technology $AAPG - Ascentage Pharma Group International ADR - Healthcare $NGD - New Gold Inc - Basic"  
[X Link](https://x.com/2525mementomori/status/1956463566766383321)  2025-08-15T21:10Z [----] followers, [---] engagements


"2025.11.03 $GMT (ZoomInfo Technologies) AH+4%📈 FY25 Q3 🟢 EPS $0.28(0.26)YoY0% 🟢 $318.0M(303.84M)YoY+4.7% 🟢 EPS $0.27-0.29(0.27)YoY+8% 🟢 $307.0-310.0M(304.73M)YoY-0% https://note.com/2525mementomori/n/n600008796db7 https://note.com/2525mementomori/n/n600008796db7"  
[X Link](https://x.com/2525mementomori/status/1985477671040753726)  2025-11-03T22:42Z [----] followers, [----] engagements


"2025.12.03 $NCNO (nCino) AH+4%📈 FY26 Q3 🟢 EPS $0.31(0.21)YoY+47.6% 🟢 $152.16M(147.35M)YoY+9.6% 🟢 EPS $0.21-0.22(0.20)YoY+79% 🟢 $146.75-148.25M(147.44M)YoY+4% https://note.com/2525mementomori/n/n360c6cf59d81 https://note.com/2525mementomori/n/n360c6cf59d81"  
[X Link](https://x.com/2525mementomori/status/1996342793246236854)  2025-12-03T22:16Z [----] followers, [---] engagements


"2026.01.28 $LRCX (Lam Research) AH+6%📈 $SOXX $FTXL $SMH FY25 Q4 🟢 EPS $1.27(1.17)YoY+39.6% 🟢 $5.34B(5.23B)YoY+22.1% 🟢 EPS $1.35$0.10(1.20)YoY+30% 🟢 $5.70B$300M(5.33B)YoY+21% https://note.com/2525mementomori/n/n1196e6f547d4 https://note.com/2525mementomori/n/n1196e6f547d4"  
[X Link](https://x.com/2525mementomori/status/2016663827950268847)  2026-01-29T00:04Z [----] followers, [---] engagements


"❖ [--] $2B $META - Meta Platforms Inc - Communication Services $WMT - Walmart Inc - Consumer Defensive $COST - Costco Wholesale Corp - Consumer Defensive $NFLX - Netflix Inc - Communication Services $SAP - Sap SE ADR - Technology $WFC - Wells Fargo & Co - Financial $CSCO - Cisco Systems Inc - Technology $ACN - Accenture plc - Technology $IBM - International Business Machines Corp - Technology $ABT - Abbott Laboratories - Healthcare $BSX - Boston Scientific Corp - Healthcare $SONY - Sony Group Corporation ADR - Technology $FI - Fiserv Inc - Technology $SBUX - Starbucks Corp - Consumer Cyclical"  
[X Link](https://x.com/2525mementomori/status/1887311636408770572)  2025-02-06T01:25Z [----] followers, [----] engagements


"❖ [--] $2B $EXC - Exelon Corp - Utilities $RDDT - Reddit Inc - Communication Services $LYV - Live Nation Entertainment Inc - Communication Services $BR - Broadridge Financial Solutions Inc - Technology $TKO - TKO Group Holdings Inc - Communication Services $FNV - Franco-Nevada Corporation - Basic Materials $AEE - Ameren Corp - Utilities $MKL - Markel Group Inc - Financial $DRI - Darden Restaurants Inc - Consumer Cyclical $VIK - Viking Holdings Ltd - Consumer Cyclical $VRSN - Verisign Inc - Technology $NMR - Nomura Holdings Inc. ADR - Financial $PODD - Insulet Corporation - Healthcare $CYBR -"  
[X Link](https://x.com/2525mementomori/status/1887311745062228356)  2025-02-06T01:25Z [----] followers, [---] engagements


"❖ [--] $2B $META - Meta Platforms Inc - Communication Services $WMT - Walmart Inc - Consumer Defensive $V - Visa Inc - Financial $COST - Costco Wholesale Corp - Consumer Defensive $NFLX - Netflix Inc - Communication Services $SAP - Sap SE ADR - Technology $TMUS - T-Mobile US Inc - Communication Services $CSCO - Cisco Systems Inc - Technology $T - AT&T Inc - Communication Services $SPGI - S&P Global Inc - Financial $SHOP - Shopify Inc - Technology $AAP - Applovin Corp - Technology $SONY - Sony Group Corporation ADR - Technology $GILD - Gilead Sciences Inc - Healthcare $SPOT - Spotify Technology"  
[X Link](https://x.com/2525mementomori/status/1890190473345790240)  2025-02-14T00:05Z [----] followers, [----] engagements


"2025.05.07 $SWKS (Skyworks Solutions) $FTXL AH-4%📉 FY25 Q2 🟢 EPS $1.24(1.20)YoY-20.0% 🟢 $953.2M(951.54M)YoY-8.9% 🟢 EPS $1.24(1.06)YoY+2% 🟢 $920-960M(919.30M)YoY+4% https://note.com/2525mementomori/n/n2c08682bba47 https://note.com/2525mementomori/n/n2c08682bba47"  
[X Link](https://x.com/2525mementomori/status/1920273346542875094)  2025-05-08T00:23Z [----] followers, [----] engagements


"2025.08.05 $SWKS (Skyworks Solutions) AH+6%📈 $FTXL FY25 Q3 🟢 EPS $1.33(1.24)YoY+9.9% 🟢 $965.0M(940.85M)YoY+6.6% 🟢 EPS $1.40(0.98)YoY-10% 🟢 $1.00-1.03B(881.91M)YoY-1% https://note.com/2525mementomori/n/n6cdfde38e762 https://note.com/2525mementomori/n/n6cdfde38e762"  
[X Link](https://x.com/2525mementomori/status/1952853761233436704)  2025-08-05T22:06Z [----] followers, [----] engagements


"2025.10.27 $CDNS (Cadence Design Systems) AH-1%📉 $SMH FY25 Q3 🟢 EPS $1.93(1.79)YoY+17.7% 🟢 $1.339B(1.32B)YoY+10.1% 🟡 EPS $1.88-1.94(1.92)YoY+2% 🟢 $1.405-1.435B(1.41B)YoY+5% https://note.com/2525mementomori/n/n6e1fff94d0bf https://note.com/2525mementomori/n/n6e1fff94d0bf"  
[X Link](https://x.com/2525mementomori/status/1982910675837170110)  2025-10-27T20:42Z [----] followers, [----] engagements


"❖ [--] $2B $QS - QuantumScape Corp - Consumer Cyclical $STRL - Sterling Infrastructure Inc - Industrials $LLYVK - Liberty Media Corp - Communication Services $DY - Dycom Industries Inc - Industrials $KRMN - Karman Holdings Inc - Industrials $RMBS - Rambus Inc - Technology $VIRT - Virtu Financial Inc - Financial $CWEN.A - Clearway Energy Inc - Utilities $CWEN - Clearway Energy Inc - Utilities $BEPC - Brookfield Renewable Corp - Utilities $IESC - IES Holdings Inc - Industrials $SBSW - Sibanye Stillwater Limited ADR - Basic Materials $GTES - Gates Industrial Corporation plc - Industrials $AHR -"  
[X Link](https://x.com/2525mementomori/status/1946309548501065892)  2025-07-18T20:42Z [----] followers, [---] engagements


"❖ [--] $2B $TSLX - Sixth Street Specialty Lending Inc - Financial $NG - Novagold Resources Inc - Basic Materials $NIC - Nicolet Bankshares Inc - Financial $GOGO - Gogo Inc - Communication Services $PSX - Power Solutions International Inc - Industrials $GLPG - Galapagos NV ADR - Healthcare $COGT - Cogent Biosciences Inc - Healthcare $UUUU - Energy Fuels Inc - Energy () https://twitter.com/i/web/status/1946309632382890060 https://twitter.com/i/web/status/1946309632382890060"  
[X Link](https://x.com/2525mementomori/status/1946309632382890060)  2025-07-18T20:42Z [----] followers, [---] engagements


"❖ ETF $SPY $QQQ $SMH $SOXX $FTXL $XLK $FPX $AIQ $FDN $BUG $HACK $CIBR $SKYY $FDNI $CLOU $SOCL $QCLN $TAN $ROBT $IPO $IWO $IWM"  
[X Link](https://x.com/2525mementomori/status/1951387661819846888)  2025-08-01T21:00Z [----] followers, [---] engagements


"2025.10.28 $SOFI (SoFi Technologies) BH+3%📈 $FINX FY25 Q3 🟢 EPS $0.11(0.08)YoY+120.0% 🟢 $949.63M(888.91M)YoY+37.7% 🟢 EPS $0.37(0.32) 🟢 $3.540B(3.46B) https://note.com/2525mementomori/n/n07e2875170ce https://note.com/2525mementomori/n/n07e2875170ce"  
[X Link](https://x.com/2525mementomori/status/1983133472320565391)  2025-10-28T11:27Z [----] followers, [----] engagements


"2025.10.28 $PYPL (PayPal Holdings) BH+15%📈 $FINX $FDN FY25 Q3 🟢 EPS $1.34(1.20)YoY+11.7% 🟢 $8.42B(8.24B)YoY+7.3% 🟢 EPS $5.35-5.39(5.25) https://note.com/2525mementomori/n/n944ee855a890 https://note.com/2525mementomori/n/n944ee855a890"  
[X Link](https://x.com/2525mementomori/status/1983137832920072291)  2025-10-28T11:44Z [----] followers, [----] engagements


"2025.10.30 $COIN (Coinbase Global) AH+3%📈 $BKCH $FINX FY25 Q3 🟢 EPS $1.50(1.13)YoY+435.7% 🟢 $1.87B(1.80B)YoY+55.1% https://note.com/2525mementomori/n/nf19f256cb20b https://note.com/2525mementomori/n/nf19f256cb20b"  
[X Link](https://x.com/2525mementomori/status/1984021358398054679)  2025-10-30T22:15Z [----] followers, [----] engagements


"2025.11.20 $INTU (Intuit) AH+3%📈 $FINX $MILN FY26 Q1 🟢 EPS $3.34(3.09)YoY+33.6% 🟢 $3.89B(3.76B)YoY+18.3% 🔴 EPS $3.63-3.68(3.85)YoY+10% 🟢 $4.519-4.549B(4.46B)YoY+14% https://note.com/2525mementomori/n/nc13d7a59b0c3 https://note.com/2525mementomori/n/nc13d7a59b0c3"  
[X Link](https://x.com/2525mementomori/status/1991625058251600338)  2025-11-20T21:49Z [----] followers, [----] engagements


"2025.12.19 $PAYX (Paychex) BH+2%📈 FY26 Q2 🟢 EPS $1.26(1.23)YoY+10.5% 🟢 $1.558B(1.55B)YoY+18.3% 🟢 EPS $5.48-5.53(5.46) 🟢 $6.49-6.60B(6.53B) https://note.com/2525mementomori/n/nbd4564cdc75e https://note.com/2525mementomori/n/nbd4564cdc75e"  
[X Link](https://x.com/2525mementomori/status/2002012953537823138)  2025-12-19T13:47Z [----] followers, [---] engagements


"2026.01.27 $NXT (Nextpower) AH+9%📈 $TAN $ICLN $QCLN $IPO FY26 Q3 🟢 EPS $1.10(0.93)YoY+6.8% 🟢 $909.35M(815.25M)YoY+33.9% 🟢 EPS $4.26-4.36(4.25) 🟢 $3.425-3.500B(3.45B) https://note.com/2525mementomori/n/na4f5f564e9b1 https://note.com/2525mementomori/n/na4f5f564e9b1"  
[X Link](https://x.com/2525mementomori/status/2016278540547981774)  2026-01-27T22:33Z [----] followers, [----] engagements


"2026.01.30 $SOFI (SoFi Technologies) BH+5%📈 $FINX FY25 Q4 🟢 EPS $0.13(0.12)YoY+160.0% 🟢 $1.013B(977.42M)YoY+37.0% 🟢 EPS $0.12(0.12)YoY+100% 🟢 $1.04B(1.04B)YoY+35% https://note.com/2525mementomori/n/n1f117c8fc188 https://note.com/2525mementomori/n/n1f117c8fc188"  
[X Link](https://x.com/2525mementomori/status/2017214329922490829)  2026-01-30T12:32Z [----] followers, [----] engagements

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