#  @CARP_2021 あかれてぃこ あかれてぃこ posts on X about $mu, fear, nasdaq, russell the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1439755482026045443/interactions)  - [--] Week [------] +787% - [--] Month [------] +4,971% - [--] Months [------] +51% - [--] Year [-------] +125% ### Mentions: [--] [#](/creator/twitter::1439755482026045443/posts_active)  - [--] Months [--] +350% - [--] Year [--] -23% ### Followers: [-----] [#](/creator/twitter::1439755482026045443/followers)  - [--] Week [-----] +0.01% - [--] Month [-----] -0.07% - [--] Months [-----] -0.79% - [--] Year [-----] +10% ### CreatorRank: [-------] [#](/creator/twitter::1439755482026045443/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [exchanges](/list/exchanges) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [financial services](/list/financial-services) [celebrities](/list/celebrities) **Social topic influence** [$mu](/topic/$mu) #76, [fear](/topic/fear), [nasdaq](/topic/nasdaq), [russell](/topic/russell), [$sndk](/topic/$sndk) #51, [ai](/topic/ai), [ceo](/topic/ceo) #4367, [$googl](/topic/$googl), [$nvda](/topic/$nvda), [samsung](/topic/samsung) #2296 **Top accounts mentioned or mentioned by** [@carpgambajt48](/creator/undefined) **Top assets mentioned** [Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AppLovin Corporation (APP)](/topic/$app) [Western Digital Corp (WDC)](/topic/$wdc) [Intel Corporation (INTC)](/topic/$intc) [SPX6900 (SPX)](/topic/$spx) [Stacks (STX)](/topic/$stx) [Advanced Micro Devices (AMD)](/topic/$amd) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Nya (NYA)](/topic/$nya) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Apple, Inc. (AAPL)](/topic/$aapl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Spacemesh (SMH)](/topic/$smh) [Metadium (META)](/topic/$meta) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Reddit, Inc. (RDDT)](/topic/$rddt) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Bloom Energy Corporation (BE)](/topic/$be) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Applied Digital Corp. (APLD)](/topic/$apld) [Enphase Energy Inc (ENPH)](/topic/$enph) [Nextracker Inc. (NXT)](/topic/$nxt) [Teradyne, Inc. (TER)](/topic/$ter) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Mario Coin (COIN)](/topic/$coin) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Microsoft Corp. (MSFT)](/topic/microsoft) [CPChain (CPC)](/topic/$cpc) [Vixco (VIX)](/topic/$vix) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "❗ 😂 #kabutan #" [X Link](https://x.com/CARP_2021/status/1697255804242743777) 2023-08-31T14:31Z [----] followers, [--] engagements "NISANISA 🔸 🔸 🔸DC 😂" [X Link](https://x.com/CARP_2021/status/1749924087730938155) 2024-01-23T22:36Z [----] followers, [--] engagements "☁ 3📈 10📉 PCE 😌 🙇" [X Link](https://x.com/CARP_2021/status/1750657042594111791) 2024-01-25T23:08Z [----] followers, [--] engagements "😊 NVIDIA😂 😆 🙇" [X Link](https://x.com/CARP_2021/status/1759723766018633924) 2024-02-19T23:36Z [----] followers, [--] engagements "☔ 3📉 10📉 📉 😆 NVIDIA😂 🙇" [X Link](https://x.com/CARP_2021/status/1760068172819136725) 2024-02-20T22:25Z [----] followers, [--] engagements "😃 [--] 10📈 📈 NVIDIA🥰 🙇" [X Link](https://x.com/CARP_2021/status/1760425172887371851) 2024-02-21T22:04Z [----] followers, [--] engagements "@carpgambajt48" [X Link](https://x.com/CARP_2021/status/1776239808907821184) 2024-04-05T13:25Z [----] followers, [--] engagements "☀ [--] 10📈 📈 CPI 22NVIDIA 🎏" [X Link](https://x.com/CARP_2021/status/1789066913601192332) 2024-05-10T22:56Z [----] followers, [--] engagements "☀ [--] 10📉 📈 😂 PPI❗ CPI❗ 🎏🏟🙇" [X Link](https://x.com/CARP_2021/status/1790131501713027095) 2024-05-13T21:26Z [----] followers, [--] engagements "☁ 😆 ☺ NVIDIA😎 🎏🔑 🙇" [X Link](https://x.com/CARP_2021/status/1791964841424584882) 2024-05-18T22:51Z [----] followers, [--] engagements "☀ NVIDIA 😆" [X Link](https://x.com/CARP_2021/status/1792320524061966721) 2024-05-19T22:24Z [----] followers, [--] engagements "☀ 3📈 10📉 📉 🥰 NVIDIA😆 🎏🙏 🥰" [X Link](https://x.com/CARP_2021/status/1793080147727568905) 2024-05-22T00:43Z [----] followers, [--] engagements "☀ [--] 10📈 📈 😂 PCE😆 🎏🦅🦬😎 😌" [X Link](https://x.com/CARP_2021/status/1795582787044651410) 2024-05-28T22:27Z [----] followers, [--] engagements "☁ [--] 10📉 📈 NVIDIA🍎😎 🎏🥰 🍚 🦁3✨" [X Link](https://x.com/anyuser/status/1800630229511147522) 2024-06-11T20:44Z [----] followers, [----] engagements "Fear & Greed Index FEAR NEUTRAL❗" [X Link](https://x.com/Akaletico/status/1888965523008008279) 2025-02-10T14:57Z [----] followers, [---] engagements "NETFLIX $NFLX JUST REPORTED EARNINGS: - EPS of $7.19 beating expectations of $7.06 ✅ - Revenue of $11.08 beating expectations of $11.05B ✅ SOLID double beat for Netflix. NETFLIX $NFLX JUST REPORTED EARNINGS: - EPS of $7.19 beating expectations of $7.06 ✅ - Revenue of $11.08 beating expectations of $11.05B ✅ SOLID double beat for Netflix. https://t.co/HnQlRa352s NETFLIX $NFLX JUST REPORTED EARNINGS: - EPS of $7.19 beating expectations of $7.06 ✅ - Revenue of $11.08 beating expectations of $11.05B ✅ SOLID double beat for Netflix. https://t.co/HnQlRa352s" [X Link](https://x.com/Akaletico/status/1945944833941479831) 2025-07-17T20:32Z [----] followers, [---] engagements "$SOFI JUST REPORTED EARNINGS EPS of $0.08 beating expectations of $0.06🟢 Revenue of $858M beating expectations of $805M🟢 $SOFI JUST REPORTED EARNINGS EPS of $0.08 beating expectations of $0.06🟢 Revenue of $858M beating expectations of $805M🟢 https://t.co/DThxls21eu $SOFI JUST REPORTED EARNINGS EPS of $0.08 beating expectations of $0.06🟢 Revenue of $858M beating expectations of $805M🟢 https://t.co/DThxls21eu" [X Link](https://x.com/Akaletico/status/1950159613011394614) 2025-07-29T11:40Z [----] followers, [---] engagements "$BBY Best Buy Q2 Earnings Highlights 🔹 Revenue: $9.44B (Est. $9.23B) 🟢; +1.6% YoY 🔹 Adj EPS: $1.28 (Est. $1.22) 🟢; -4% YoY 🔹 Net Income: $186M (Est. $260M) 🔴; -28% YoY FY26 Guidance: 🔹 EPS: $6.15$6.30 (Est. $6.19) 🟡 🔹 Revenue: $41.1B$41.9B (Est. $41.41B) 🟡 🔹 Comparable Sales: -1% to +1% 🔹 Adjusted Operating Margin: 4.2% 🔹 Capex: $700M 🔹 Q3 Comparable Sales Growth: expected similar to Q2 (+1.6%) Segment Results: Domestic: 🔹 Revenue: $8.70B; UP +0.9% YoY 🔹 Comparable Sales: +1.1% YoY; Online +5.1% YoY 🔹 Gross Profit Rate: 23.4% vs. 23.5% prior International: 🔹 Revenue: $740M;" [X Link](https://x.com/Akaletico/status/1961381534457618496) 2025-08-29T10:52Z [----] followers, [---] engagements "$AVGO Broadcom Q3'25 Earnings Highlights 🔹 Revenue: $15.95B (Est. $15.84B) 🟢; UP +22% YoY 🔹 Adj. EPS: $1.69 (Est. $1.67) 🟢; UP +36% YoY 🔹 AI Revenue: $5.2B; UP +63% YoY Q4 Guidance: 🔹 AI Semiconductor Revenue: $6.2B (Est. $5.82B) 🟢 🔹 Revenue: $17.4B (Est. not provided); UP +24% YoY 🔹 Adj. EBITDA: 67% of revenue Q4 Segment: 🔹 Semiconductor Solutions Rev: $9.17B (Est. $9.10B) 🟢; UP +26% YoY 🔹 Infrastructure Software Rev: $6.79B; UP +17% YoY Other Metrics: 🔹 Adj. Net Income: $8.40B; UP +37% YoY 🔹 Adj. EBITDA: $10.70B; UP +30% YoY (67% margin) 🔹 Free Cash Flow: $7.02B; UP +47% YoY" [X Link](https://x.com/Akaletico/status/1963708159664738438) 2025-09-04T20:58Z [----] followers, [---] engagements "$ASML Q325 Earnings Highlights 🔹 Revenue: 7.52B (Est. 7.79B) 😑; +1% YoY 🔹 EPS: [----] (Est. 5.37) 🟢; +4% YoY 🔹 Gross Margin: 51.6% (Est. 51.3%) 🟢 🔹 Net Bookings: 5.40B (Est. 5.36B) 🟢; +105% YoY Guidance: 🔹 Q4 Revenue: 9.29.8B (Est. 9.48B) 🟡 🔹 Q4 Gross Margin: 51%53% (Est. 51%) 🟡 🔹 FY25: +15% YoY total net sales; 52% gross margin 🔹 FY26: Total net sales not below [----] Q3 Net System Sales Mix: 🔹 EUV 48% 🔹 ArFi 43% 🔹 ArF Dry 2% 🔹 KrF 4% 🔹 I-line 1% 🔹 Metrology & Inspection 2% End-Use Mix (Net System Sales): 🔹 Logic 69% 🔹 Memory 31% Ship-to Region Mix: 🔹 China 42% 🔹 Taiwan" [X Link](https://x.com/Akaletico/status/1978379916740858338) 2025-10-15T08:38Z [----] followers, [---] engagements "$RDDT Reddit Q325 Earnings Highlights 🔹 Revenue: $585M (Est. $548.9M) 🟢; UP +68% YoY 🔹 EPS (Diluted): $0.80 (Est. $0.51) 🟢 🔹 Adj EBITDA: $236M (Est. $195.6M) 🟢 🔹 Net Income: $162.7M (Est. $104.3M) 🟢 🔹 Daily Active Users: 116.0M (Est. 114.16M) 🟢; UP +19% YoY Guidance (Q425) 🔹 Revenue: $655M$665M (Est. $638M) 🟢 🔹 Adjusted EBITDA: $275M$285M (Est. $260M) 🟢 Other Metrics 🔹 GAAP Gross Margin: 91.0%; UP +90 bps YoY 🔹 Operating Cash Flow: $185M 🔹 Free Cash Flow*: $183M 🔹 Fully Diluted Shares: 206.1M (down Q/Q and YoY) CEO Commentary 🔸 [---] million people come here each week for" [X Link](https://x.com/Akaletico/status/1984005852345593931) 2025-10-30T21:13Z [----] followers, [---] engagements "$AAPL Apple Q425 Earnings Highlights 🔹 Revenue: $102.47B (Est. $102.19B) 🟢; UP +8% YoY 🔹 EPS: $1.85 (Est. $1.77) 🟢; UP +13% YoY 🔹 Greater China: $14.49B (Est. $16.43B) 🔴 🔹 Americas: $44.19B (Est. $44.45B) 🔴 Product revenue: 🔹 iPhone: $49.03B (Est. $50.1B) 🔴; UP +6.1% YoY 🔹 Mac: $8.73B (Est. $8.55B) 🟢 🔹 iPad: $6.95B (Est. $6.97B) 🔴 🔹 Wearables Home & Accessories: $9.01B (Est. $8.64B) 🟢 Segment 🔹 Products Revenue: $73.72B (Est. $73.49B) 🟢 🔹 Services Revenue: $28.75B (Est. $28.18B) 🟢 Other Metrics: 🔹 Cash Dividend Declared: $0.26/share 🔹 September quarter records for total" [X Link](https://x.com/Akaletico/status/1984006267988537611) 2025-10-30T21:15Z [----] followers, [---] engagements "$AMD Advanced Micro Devices Q325 Earnings Highlights 🔹 Revenue: $9.25B (Est. $8.74B) 🟢; UP +36% YoY; +20% QoQ 🔹 Adj. EPS: $1.20 (Est. $1.17) 🟢; UP +30% YoY 🔹 CapEx: $258M (Est. $220M) 🔴 Q425 Guidance 🔹 Revenue: $9.3B$9.9B (Est. $9.21B) 🟢; +25% YoY 🔹 Adj. Gross Margin: 54.5% (Est. 54.5%) 🟢 🔹 Outlook doesn't include China MI308 shipment revenue Segment Highlights 🔹 Data Center: $4.3B; UP +22% YoY (strong EPYC & Instinct demand) 🔹 Client + Gaming: $4.0B; UP +73% YoY (record Ryzen +181% Gaming) 🔹 Embedded: $857M; DOWN -8% YoY Other Metrics: 🔹 Adj. Operating Income: $2.24B (Est." [X Link](https://x.com/Akaletico/status/1985825795831705815) 2025-11-04T21:45Z [----] followers, [---] engagements "$SMCI Super Micro Computer Q126 Earnings Highlights 🔹 Revenue: $5.02B (Est. $6.09B) 🔴; DOWN -15% YoY 🔹 Adj. EPS: $0.35 (Est. $0.41) 🔴; DOWN -52% YoY 🔹 Adj. Gross Margin: 9.5% (Est. 9.63%) 🔴; DOWN [----] bps YoY Q226 Guidance 🔹 Revenue: $10B$11B (Est. $8.05B) 🟢 🔹 Adj. EPS: $0.46$0.54 (Est. $0.62) 🔴 FY26 Outlook 🔹 Net Sales: At least $36B (Prior: $33B) 🟢 CEO Commentary Charles Liang 🔸 Powered by DCBBS Supermicro is expanding into a leading AI and datacenter infrastructure company. 🔸 With a rapidly expanding order book including over $13B in Blackwell Ultra orders we expect at least" [X Link](https://x.com/Akaletico/status/1985831490891235813) 2025-11-04T22:08Z [----] followers, [---] engagements "10IPO [--] SpaceX - $1.5T [--] OpenAI - $830B [--] ByteDance - $480B [--] Anthropic - $230B [--] Databricks - $160B [--] Stripe - $120B [--] Revolut - $90B [--] Shein - $55B [--] Ripple - $50B [--] Canva - $50B Top [--] largest potential IPO's: [--] SpaceX - $1.5T [--] OpenAI - $830B [--] ByteDance - $480B [--] Anthropic - $230B [--] Databricks - $160B [--] Stripe - $120B [--] Revolut - $90B [--] Shein - $55B [--] Ripple - $50B [--] Canva - $50B Would you consider any of these https://t.co/xBXXCem2UP Top [--] largest potential IPO's: [--] SpaceX - $1.5T [--] OpenAI - $830B [--] ByteDance - $480B [--] Anthropic - $230B [--] Databricks - $160B [--] Stripe - $120B [--] Revolut" [X Link](https://x.com/Akaletico/status/2002453172707897591) 2025-12-20T18:56Z [----] followers, [---] engagements "Google $GOOGL - $80 Billion Waymo - $56 Billion SpaceX - $26 Billion Anthropic - $780 Million AST Spacemobile - $600 Million Planet Labs - $400 Million Apptronix Google $GOOGL currently owns - $80 Billion worth of Waymo - $56 Billion worth of SpaceX - $26 Billion worth of Anthropic - $780 Million worth of AST Spacemobile - $600 Million worth of Planet Labs - $400 Million worth of Apptronix https://t.co/oiAwrlmo7T Google $GOOGL currently owns - $80 Billion worth of Waymo - $56 Billion worth of SpaceX - $26 Billion worth of Anthropic - $780 Million worth of AST Spacemobile - $600 Million worth" [X Link](https://x.com/Akaletico/status/2006205829301825859) 2025-12-31T03:28Z [----] followers, [---] engagements "202615 [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% https://t.co/ihWkPOR06C HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% 6." [X Link](https://x.com/Akaletico/status/2020226303161692313) 2026-02-07T20:00Z [----] followers, [---] engagements "4.8%📉 $NOW ServiceNow [-----] 🔹 : $3.568B ( $3.53B) 🟢; +20.5% 🔹 EPS: $0.92 ( $0.89) 🟢 🔹 : $3.466B; +21% 🔹 cRPO: $12.85B; +25% 🔹 : +$5B ; $2B ASR 1: 🔹 : $3.650B-$3.655B : 🔹 : $15.53B-$15.57B 🔹 GAAP: 32% 🔹 : 36% $NOW ServiceNow Q425 Earnings Highlights 🔹 Revenue: $3.568B (Est. $3.53B) 🟢; UP +20.5% YoY 🔹 Adj. EPS: $0.92 (Est. $0.89) 🟢 🔹 Subscription: $3.466B; UP +21% YoY 🔹 cRPO: $12.85B; UP +25% YoY 🔹 Buyback: +$5B authorization; plans imminent $2B ASR Q1 Guide: 🔹 $NOW ServiceNow Q425 Earnings Highlights 🔹 Revenue: $3.568B (Est. $3.53B) 🟢; UP +20.5% YoY 🔹 Adj. EPS: $0.92" [X Link](https://x.com/Akaletico/status/2016716231366365484) 2026-01-29T03:33Z [----] followers, [---] engagements "22 2026/2027P/E Micron ( $MU ) +31.5% YTD: 10.4x (2026) Sandisk ( $SNDK ) +109.36% YTD: 14.6x (2026) 6.3x (2027) Samsung Electronics + 17.04% YTD: 5.1x (2026) 4.3x (2027) SK Hynix +22.6% YTD: 4.3x (2026) 3.4x (2027) Samsung/SK HynixMorgan StanleySandiskBernsteinMicronHSBC Sandisk/Samsung/SK Hynix Micron123MicronDRAMQoQ115125%dramexchange SamsungNAND100%MicronP/E6.9x-7.3x Samsung/SK Hynix 2027-2028 Memory Company Overview (February 2nd). Forward P/E Estimates for 2026/2027: Micron ( $MU ) +31.5% YTD: 10.4x (2026) Sandisk ( $SNDK ) +109.36% YTD: 14.6x (2026) 6.3x (2027) Samsung Electronics +" [X Link](https://x.com/Akaletico/status/2018301979467075742) 2026-02-02T12:34Z [----] followers, [---] engagements "22%📈 TERADYNE $TER 2025Q4 🔹 : $1.083B ( $969.33M) 🟢; +44%+41% 🔹 EPS: $1.80 ( $1.36) 🟢 🔹 : $883M ( $786M) 🟢 🔹 : $110M 🔹 : $89M 2026Q1: 🔹 : $1.15B$1.25B ( $942.3B) 🟢 🔹 EPS: $1.89$2.25 ( $1.25) 🟢 : 🔹 2025: $3.19B; +13% : 🔹 [--] (Q4): $0.12 🔹 (Q4): $183.437M 🔹 (12/31/25): $293.751M 🔹 (12/31/25): $200.0M 🔹 (Q4): $281.638M : 🔸 Q4Semi TestAI 🔸 2026AI TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.083B (Est. $969.33M) 🟢; +44% YoY +41% QoQ 🔹 Adj. EPS: $1.80 (Est. $1.36) 🟢 🔹 Semiconductor Test Rev: $883M (Est. $786M) 🟢 🔹 Product Test Revenue: $110M 🔹 Robotics Revenue:" [X Link](https://x.com/Akaletico/status/2018467614566326413) 2026-02-02T23:32Z [----] followers, [---] engagements "9.5%📉 $QCOM 2026Q1 🔹 : $12.25B ( $12.21B) 🟢 🔹 EPS: $3.50 ( $3.41) 🟢 Q2 : 🔹 : $10.2B$11.0B ( $11.12B) 🔴 🔹 EPS: $2.45$2.65 ( $2.89) 🔴 🔹 🔹 FY29 $QCOM Q126 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.25B (Est. $12.21B) 🟢 🔹 Adj. EPS: $3.50 (Est. $3.41) 🟢 Q2 Guide: 🔹 Revenue: $10.2B$11.0B (Est. $11.12B) 🔴 🔹 Adj. EPS: $2.45$2.65 (Est. $2.89) 🔴 🔹 Near-term handsets outlook impacted by industry-wide memory supply https://t.co/nn3H5G17Wm $QCOM Q126 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.25B (Est. $12.21B) 🟢 🔹 Adj. EPS: $3.50 (Est. $3.41) 🟢 Q2 Guide: 🔹 Revenue: $10.2B$11.0B (Est. $11.12B) 🔴" [X Link](https://x.com/Akaletico/status/2019158620609605785) 2026-02-04T21:18Z [----] followers, [---] engagements "$GOOGL PT JPMorgan $385 $395 $GOOGL PT Barclays $315 $360 $GOOGL PT Canaccord $390 $415 $GOOGL PT KeyBanc $360 $370 $GOOGL PT Pivotal Research $400 $420 $GOOGL PT Piper Sandler $365 $395 $GOOGL PT raised to $395 from $385 at JPMorgan $GOOGL PT raised to $360 from $315 at Barclays $GOOGL PT raised to $415 from $390 at Canaccord $GOOGL PT raised to $370 from $360 at KeyBanc $GOOGL PT raised to $420 from $400 at Pivotal Research $GOOGL PT raised to $395 from $365 at $GOOGL PT raised to $395 from $385 at JPMorgan $GOOGL PT raised to $360 from $315 at Barclays $GOOGL PT raised to $415 from $390 at" [X Link](https://x.com/Akaletico/status/2019491698360087001) 2026-02-05T19:21Z [----] followers, [---] engagements "35% Memory Supercycle _ 10% Samsung Electronics 10% Sk Hynix 10% $MU 5% $SNDK 25% Digital Asset exposure _ 10% $IBIT 5% $COIN 5% $HOOD 2.5% $CRCL 2.5% $SOL 15% Fintech/Advertising 5% $RDDT 5% $ETOR 5% $TTD 15% Datacenter - 10% $NBIS 5% $CRDO 10% Semi _ 5% $INTC 5% $TSM 10% Photonics 5% $LITE 2.5% $AXTI 2.5% $COHR 5% Hedge/Cash 5% Hedge (Eg. $VIX or $QQQ Puts especially around now) 10% Small Cap Moonshots 2.5% $VPG 2.5% $LPTH 1.5% $VLN 1.5% $AIRO 1% $OSS .5% $DPRO .5% $CPSH : 1.25x 1.5x: - Swing Trades (eg. $GLXY) $AEHRUnimicron + AI CryptoGoogleMetaMSFT $POET Portfolio weightings is my most" [X Link](https://x.com/Akaletico/status/2020276651117146149) 2026-02-07T23:21Z [----] followers, [---] engagements "$MERI FactSet US Tech Top [--] Index [----] GX US [--] ETF 12%🚀🚀🚀 $MELI 2024Q4 e&✨ 11.5%🚀 🔸FY24 Q4 EPS: 12.61(7.56) : 60.6(59.4) 📈: +37% Y/Y 🔸(Q4) https://t.co/4bDFqiQPNm $MELI 2024Q4 e&✨ 11.5%🚀 🔸FY24 Q4 EPS: 12.61(7.56) : 60.6(59.4) 📈: +37% Y/Y 🔸(Q4) https://t.co/4bDFqiQPNm" [X Link](https://x.com/Akaletico/status/1892723742402392564) 2025-02-20T23:51Z [----] followers, [---] engagements "OneMedNetPalantir $PLTRAI OneMedNet CEO PalantirAIP NEWS: OneMedNet Selects Palantir $PLTR to Advance Healthcare Al and Data Analytics OneMedNet CEO: Palantirs AIP helps us revolutionize our ability to deliver high-quality regulatory-compliant data at remarkable speed https://t.co/faB5BScrFR NEWS: OneMedNet Selects Palantir $PLTR to Advance Healthcare Al and Data Analytics OneMedNet CEO: Palantirs AIP helps us revolutionize our ability to deliver high-quality regulatory-compliant data at remarkable speed https://t.co/faB5BScrFR" [X Link](https://x.com/Akaletico/status/1975212678227607751) 2025-10-06T14:52Z [----] followers, [---] engagements "OneMedNetAI$PLTR Palantir teaming up with OneMedNet to reshape healthcare analytics. The company keeps showing that its software scales across every mission that counts. Another proof point that AI adoption is moving from pilots to production. $PLTR Palantir teaming up with OneMedNet to reshape healthcare analytics. The company keeps showing that its software scales across every mission that counts. Another proof point that AI adoption is moving from pilots to production. $PLTR" [X Link](https://x.com/Akaletico/status/1975391561824473345) 2025-10-07T02:43Z [----] followers, [---] engagements "2030AI $MSTFT Azure: [----] $ORCL Oracle: [----] $CRWV CoreWeave: [---] $GOOD Google: [---] $AMZN AWS: [---] $NBIS Nebius: [---] : [----] Investment bank Raymond James predicts the revenues of the main AI clouds through 2030: $MSTFT Azure: $128B $ORCL Oracle: $121B $CRWV CoreWeave: $38B $GOOD Google: $26B $AMZN AWS: $25B $NBIS Nebius: $12B Total: $350B https://t.co/TtIl78l1JN Investment bank Raymond James predicts the revenues of the main AI clouds through 2030: $MSTFT Azure: $128B $ORCL Oracle: $121B $CRWV CoreWeave: $38B $GOOD Google: $26B $AMZN AWS: $25B $NBIS Nebius: $12B Total: $350B" [X Link](https://x.com/Akaletico/status/1982076852966711327) 2025-10-25T13:28Z [----] followers, [---] engagements "$MRVL Q3'26 🔹 : $2.08B ( $2.07B) 🟢; +37% 🔹 EPS (non-GAAP): $0.76 ( $0.74) 🟢 : 🔹 Q4'26 : $2.20B ( $2.17B) 🟢 🔹 Q4'26 EPS (non-GAAP): $0.74$0.84 ( $0.77) 🟡 : 🔹 (): $2.075B; 🔹 (non-GAAP): 59.7% 🔹 (non-GAAP): $655.0M 🔹 : $582.3M : 🔸 CEO Matt Murphy: Marvell3207500 🔸 40% 🔸 Celestial AI325000AIPhotonic Fabric $MRVL Q3'26 Earnings Highlights 🔹 Revenue: $2.08B (Est. $2.07B) 🟢; UP +37% YoY 🔹 EPS (non-GAAP): $0.76 (Est. $0.74) 🟢 Guidance: 🔹 Q4'26 Revenue: $2.20B (Est. $2.17B) 🟢 🔹 Q4'26 EPS (non-GAAP): $0.74$0.84 (Est. $0.77) 🟡 Other Metrics: 🔹 Net Revenue (company reported):" [X Link](https://x.com/Akaletico/status/1996008302715756786) 2025-12-03T00:07Z [----] followers, [---] engagements "$MRVL Marvell AWS Tranium [--] [--] Alchip [----] XPU 20% Amazon Tranium 2/Kuiper The Information Microsoft Marvell Broadcom $MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium [--] and [--] designs to Alchip which they see behind the slowdown to 20% XPU growth in [----] and Amazon revenue leaning on Tranium 2/Kuiper rather than new wins. The Information also https://t.co/wDLaaoQ38e $MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium [--] and [--] designs to Alchip which they see behind the slowdown to 20% XPU growth in" [X Link](https://x.com/Akaletico/status/1998011979831877749) 2025-12-08T12:49Z [----] followers, [---] engagements ". S&P 50045% 2.8%AI $FLNC $CEG $BEP $ET $SEI $NEE This is just insane. Information technology now makes up 45% of the S&P [---] Energy on the other hand makes up just 2.8% of the index despite being the real bottleneck in AI development. There is a massive opportunity in energy. $FLNC $CEG $BEP $ET $SEI $NEE https://t.co/MugotIXqZw This is just insane. Information technology now makes up 45% of the S&P [---] Energy on the other hand makes up just 2.8% of the index despite being the real bottleneck in AI development. There is a massive opportunity in energy. $FLNC $CEG $BEP $ET $SEI $NEE" [X Link](https://x.com/Akaletico/status/1998363589628059989) 2025-12-09T12:06Z [----] followers, [---] engagements "P/C 430.92$SPX $CPC $SPY $ES_F $QQQ $NYA $VIX $NVDA $AAPL $SMH" [X Link](https://x.com/Akaletico/status/2000691381388349662) 2025-12-15T22:16Z [----] followers, [---] engagements "5 Chase $JPM: $360B of America $BAC: $304B $C: $214B 4.Wells Fargo $WFC: $183B 5.Goldman Sachs $GS: $124B http://3.Citi http://2.Bank http://1.JPMorgan Top [--] U.S. banks by net assets: https://t.co/KIO5UXl6c0 Chase $JPM: $360B https://t.co/0A4pEDO17Q of America $BAC: $304B https://t.co/iIcNXbnjTR $C: $214B 4.Wells Fargo $WFC: $183B 5.Goldman Sachs $GS: $124B https://t.co/Tbnnpzv2qO http://3.Citi http://2.Bank http://1.JPMorgan Top [--] U.S. banks by net assets: https://t.co/KIO5UXl6c0 Chase $JPM: $360B https://t.co/0A4pEDO17Q of America $BAC: $304B https://t.co/iIcNXbnjTR $C: $214B 4.Wells Fargo" [X Link](https://x.com/Akaletico/status/2011439611831304699) 2026-01-14T14:05Z [----] followers, [---] engagements "TLDR: $MU SK/ HBM4/: $VECO ($2B) - $PLAB ($2.1B) - $ADEA ($2.18B) - $ACLS ($2.9B) - $FORM ($6.43B) -HBM $ONTO ($10.6B) - $AMKR ($13.1B) - $RMBS ($13.55B) -IP $MKSI ($14.9B) - $TER $KLAC $SMTC $MTSI Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing https://t.co/dYDJ5scXEM Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and" [X Link](https://x.com/Akaletico/status/2014466360202662135) 2026-01-22T22:33Z [----] followers, [---] engagements "1.8%📈 $MA Mastercard [-----] 🔹 : $8.8B ( $8.78B) 🟢; +18% 🔹 EPS: $4.76 ( $4.25) 🟢; +25% 🔹 : $2.8T; +7% 🔹 : +14% 🔹 : +10% 🔹 : $3.9B; +10% : 🔹 : 640$3.6B (4) 🔹 : $684M (4) 🔹 : $16.7B (126) : 🔸 2025Mastercard16% $MA Mastercard Q425 Earnings Highlights 🔹 Revenue: $8.8B (Est. $8.78B) 🟢; +18% YoY 🔹 Adj. EPS: $4.76 (Est. $4.25) 🟢; +25% YoY 🔹 Gross Dollar Volume: $2.8T; +7% 🔹 Cross-border Volume: +14% 🔹 Switched Transactions: +10% 🔹 Operating Expenses: $3.9B; +10% YoY Capital $MA Mastercard Q425 Earnings Highlights 🔹 Revenue: $8.8B (Est. $8.78B) 🟢; +18% YoY 🔹 Adj. EPS: $4.76" [X Link](https://x.com/Akaletico/status/2016865003828363771) 2026-01-29T13:24Z [----] followers, [---] engagements "13%📈 SANDISK $SNDK 2026Q2 🔹 : $3.025B ( $2.67B) 🟢; +61% 🔹 EPS: $6.20 ( $3.49) 🟢; +404% 🔹 : 51.1%; +18.6 ppt 🔹 : $440M; +76% Q3 : 🔹 : $4.4B$4.8B ( $2.92B) 🟢 🔹 EPS: $12.00$14.00 ( $4.21) 🟢 🔹 Non-GAAP: 65.0%67.0% 🔹 Non-GAAP: $450M$470M 🔹 Non-GAAP: $25M$30M 🔹 Non-GAAP: $325M$375M 🔹 : 157M : 🔹 : $440M; +76% ; +64% 🔹 : $1678M; +63% ; +21% 🔹 : $907M; +52% ; +39% Non-GAAP: 🔹 : $967M; +443% ; +434% 🔹 : $413M; +10% ; -7% : 🔸 SSD 🔸 🔸 64%AI SANDISK $SNDK Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.025B (Est. $2.67B) 🟢; UP +61% YoY 🔹 EPS: $6.20 (Est. $3.49) 🟢; UP +404% YoY 🔹 Adj" [X Link](https://x.com/Akaletico/status/2016984884410273945) 2026-01-29T21:20Z [----] followers, [---] engagements "JANUARY IS NOW OVER FOR THE STOCK MARKET 20261S&P [---] 🥇 Sandisk $SNDK +143%🟢 🥈 Moderna $MRNA +49%🟢 🥉 Seagate $STX +48%🟢 Micron $MU +45%🟢 Western Digital $WDC +45%🟢 Lam Research $LRCX +36%🟢 Lockheed Martin $LMT +31%🟢 Bunge $BG +28%🟢 Schlumberger $SLB +26%🟢 Intel $INTC +26%🟢 JANUARY IS NOW OVER FOR THE STOCK MARKET Here are the best-performing stocks in the S&P [---] through the first month of [----] 🥇 Sandisk $SNDK +143%🟢 🥈 Moderna $MRNA +49%🟢 🥉 Seagate $STX +48%🟢 Micron $MU +45%🟢 Western Digital $WDC +45%🟢 Lam Research $LRCX +36%🟢 Lockheed JANUARY IS NOW OVER FOR THE STOCK" [X Link](https://x.com/Akaletico/status/2017612609567264951) 2026-01-31T14:55Z [----] followers, [---] engagements "FRB FRBFOMC [----] WARSH MOVE UNLIKELY TO CHANGE FED POLICY Economists say Kevin Warshs expected appointment as Fed chair is unlikely to alter monetary policy this year since decisions rest with the FOMC. Barclays and Morgan Stanley both expect limited scope for rate cuts due to strong growth WARSH MOVE UNLIKELY TO CHANGE FED POLICY Economists say Kevin Warshs expected appointment as Fed chair is unlikely to alter monetary policy this year since decisions rest with the FOMC. Barclays and Morgan Stanley both expect limited scope for rate cuts due to strong growth" [X Link](https://x.com/Akaletico/status/2018312764058726516) 2026-02-02T13:17Z [----] followers, [---] engagements "9%📈 $LITE [-----] 🔹 : [-----] ( 64672) 🟢 🔹 EPS: [----] ( 1.39) 🟢 3: 🔹 EPS: 2.152.35 ( 1.60) 🟢 🔹 : [----------] ( 7640) 🟢 $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa" [X Link](https://x.com/Akaletico/status/2018814627514388986) 2026-02-03T22:31Z [----] followers, [---] engagements "1. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% [--]. Meta $META: -4% [--]. IBM $IBM: -4% [--]. Alphabet $GOOGL: -3% 100-2.2% BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran: [--]. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% [--]. BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and" [X Link](https://x.com/Akaletico/status/2019155145511342523) 2026-02-04T21:04Z [----] followers, [---] engagements "11📉 $COHR Q226 🔹 : $1.69B ( $1.64B) 🟢; +17% 🔹 EPS: $1.29 ( $1.21) 🟢; +35% 🔹 : 39.0%; +77 bps Q3 : 🔹 : $1.70B$1.84B ( $1.71B) 🟡 🔹 EPS: $1.28$1.48 ( $1.32) 🟡 🔹 : 38.5%40.5% 🔹 OpEx: $320M$340M 🔹 : 18%20% : 🔹 & : 🔹 : : 🔹 Q2 : +22% & 🔹 : Q3 $5M : 🔹 : $336M; +26.8% 🔹 : 19.9%; +147 bps 🔹 : $248M; +34.3% : 🔸 [--------] 🔸 https://twitter.com/i/web/status/2019159768548712865 https://twitter.com/i/web/status/2019159768548712865" [X Link](https://x.com/Akaletico/status/2019159768548712865) 2026-02-04T21:22Z [----] followers, [---] engagements "8%📉 $ARM [-----] 🔹 : $1.242B ( $1.22B) 🟢; +26% 🔹 EPS: $0.43 ( $0.32) 🟢; +10% 🔹 : $737M; +27% 🔹 & : $505M; +25% 4: 🔹 : $1.47B ( $1.44B) 🟡 🔹 EPS: $0.58 ( $0.57)🟡 🔹 Non-GAAP OpEx: $745M : 🔹 ACV: $1.620B; +28% 🔹 RPO: $2.148B; -8% 🔹 Arm Total Access: [--] 🔹 Arm Flexible Access: [---] (Non-GAAP): 🔹 : 40.7%; -500bps 🔹 : $505M; +14% 🔹 : $365M; -14% 🔹 Non-GAAP FCF: $169M; -52% 🔹 + : $3.542B : 🔸 Arm3 🔸 26%124000 [---] 🔸 ArmAI $ARM Q326 Earnings Highlights 🔹 Revenue: $1.242B (Est. $1.22B) 🟢; +26% YoY 🔹 Adj. EPS: $0.43 (Est. $0.32) 🟢; +10% YoY 🔹 Royalty: $737M; +27% YoY 🔹 License &" [X Link](https://x.com/Akaletico/status/2019163099908174247) 2026-02-04T21:36Z [----] followers, [---] engagements "Qualcomm $QCOMCEO Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of the handset industry https://t.co/mGdAHMvInn Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of the handset industry https://t.co/mGdAHMvInn" [X Link](https://x.com/Akaletico/status/2019247998816121240) 2026-02-05T03:13Z [----] followers, [---] engagements "10%📉 AMAZON $AMZN Q425 🔹 : $213.39B ( $211.49B) 🟢; +14% 🔹 EPS: $1.95 ( $1.96) 🔴 🔹 AWS: $35.6B ( $34.8B) 🟢; +24% 🔹 OI: $25.0B ( $24.8B) 🟢 🔸FY26 : $200B ( $147B) Q1 : 🔹 : $173.5B$178.5B ( $175.5B) 🟢; +11% +15%; [---] bps 🔹 : $16.5B$21.5B; Q1 $18.4B : 🔹 : $127.1B ( $127.2B) 🔴; +10% 🔹 : $50.7B ( $49.7B) 🟢; +17% 🔹 OI: $11.5B; Q4 $9.3B 🔹 OI: $1.0B; Q4 $1.3B 🔹 AWS OI: $12.5B; Q4 $10.6B : 🔹 : 11.7% ( 11.7%) 🟡 🔹 : $1.1B ( + )$730M ()$610M (); : $27.4B 🔹 TTM : $139.5B; +20% 🔹 TTM : $11.2B; (TTM $38.2B ) : 🔸 AWS 24%1322%3 🔸 .2026Amazon2000 AMAZON $AMZN Q425 EARNINGS HIGHLIGHTS" [X Link](https://x.com/Akaletico/status/2019588306523308435) 2026-02-06T01:45Z [----] followers, [---] engagements "2026AI 2026CAPEX $200 Billion - Amazon $AMZN $180 Billion - Google $GOOGL $125 Billion - Meta Platforms $META $117.5 Billion - Microsoft $MSFT [---] - $TSLA [---] - Apple $AAPL Big tech plans to spend BIG on AI in [----] Heres how much big tech plans to spend on CAPEX in [----] $200 Billion - Amazon $AMZN $180 Billion - Google $GOOGL $125 Billion - Meta Platforms $META $117.5 Billion - Microsoft $MSFT $20 Billion - Tesla $TSLA $13 Billion - Apple $AAPL https://t.co/7BCajS979C Big tech plans to spend BIG on AI in [----] Heres how much big tech plans to spend on CAPEX in [----] $200 Billion - Amazon $AMZN" [X Link](https://x.com/Akaletico/status/2019724183538954537) 2026-02-06T10:45Z [----] followers, [---] engagements "P/C0.95VIX25%$SPX7 [--] $SPX $QQQ $NYA $IWM $IGV $SMH $CPC $VIX $VVIX" [X Link](https://x.com/Akaletico/status/2019754015823683795) 2026-02-06T12:44Z [----] followers, [---] engagements "F*%k $COMPQ [----] $NYA AI $SPX $QQQ $SPY $NDX https://twitter.com/i/web/status/2019909942132847100 https://twitter.com/i/web/status/2019909942132847100" [X Link](https://x.com/Akaletico/status/2019909942132847100) 2026-02-06T23:03Z [----] followers, [---] engagements "$TSM$MU [--] AITSMCAINvidiaAMDBroadcom 1= $TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU AI is eating everything and TSMC is the kitchen where all the AI chips are cooked Nvidia AMD Broadcom hyperscalers One stock = One broad exposure to the biggest trend of our lifetime $TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU AI is eating everything and TSMC is the kitchen where all the AI chips are cooked Nvidia AMD Broadcom hyperscalers One stock = One broad exposure to the biggest trend of our lifetime" [X Link](https://x.com/Akaletico/status/2020347166259388535) 2026-02-08T04:01Z [----] followers, [---] engagements "21GOLD $GLD $NUGT $GDX $BTC $SPX $ETH" [X Link](https://x.com/Akaletico/status/2020593397548138623) 2026-02-08T20:19Z [----] followers, [---] engagements "* NVIDIA12HBM43SK hynix50%Samsung Electronics20%Micron20% ** SemiAnalysis * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to SemiAnalysiss estimates. * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to" [X Link](https://x.com/Akaletico/status/2020706067072876657) 2026-02-09T03:47Z [----] followers, [---] engagements "$MU AI $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage. $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage" [X Link](https://x.com/Akaletico/status/2020871742797865395) 2026-02-09T14:45Z [----] followers, [---] engagements "$TSM ✅ [---] [---] TSMCCo-Packaged OpticsCOUPE PlatformSilicon Photonics $TSM ✅ $1.5T Market Cap $2.0T Incoming Don't sleep on TSMC's Co-Packaged Optics and COUPE Platform. Silicon Photonics Incoming. $TSM ✅ $1.5T Market Cap $2.0T Incoming Don't sleep on TSMC's Co-Packaged Optics and COUPE Platform. Silicon Photonics Incoming" [X Link](https://x.com/Akaletico/status/2020993581788561908) 2026-02-09T22:49Z [----] followers, [---] engagements "$SNDK $WDC $STX [--] EMA $MU [--] EMA [--] Memory stocks update $SNDK $WDC $STX still holding [--] EMA $MU still holding [--] EMA Considering the demand all [--] are cheap in terms of the valuation. Memory stocks update $SNDK $WDC $STX still holding [--] EMA $MU still holding [--] EMA Considering the demand all [--] are cheap in terms of the valuation" [X Link](https://x.com/Akaletico/status/2021089909432516696) 2026-02-10T05:12Z [----] followers, [---] engagements "$TSMTSMC Global300600 $TSM said it approved a capital injection of up to $30B into TSMC Global and also authorized issuing up to NT$60B of unsecured corporate bonds. https://t.co/Pr9irgO4X7 $TSM said it approved a capital injection of up to $30B into TSMC Global and also authorized issuing up to NT$60B of unsecured corporate bonds. https://t.co/Pr9irgO4X7" [X Link](https://x.com/Akaletico/status/2021163982023713000) 2026-02-10T10:06Z [----] followers, [---] engagements "13%📈 SPOTIFY $SPOT [--] 🔹 4.53BEst. 4.52B 🟢; +7% 🔹 EPS: 4.43Est. [----] 🟢 🔹 MAUs: 751M (Est. 745.24M) 🟢; +11% 🔹 : 290M; 10% 🔹 OI: 701M; +47% Q1 🔹 MAUs: 759MEst. 752.45M 🟢 🔹 4.5BEst. 4.57B 🟡 🔹 : 293M 🔹 : 32.8% 🔹 660M 🔹 : 33.1% 🔹 834M : 🔹 1174M 🔹 : 5258M 🔹 [---------------] SPOTIFY $SPOT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: 4.53B (Est. 4.52B) 🟢; +7% YoY 🔹 EPS: [----] (Est. 2.85) 🟢 🔹 MAUs: 751M (Est. 745.24M) 🟢; +11% YoY 🔹 Premium Subs: 290M; +10% YoY 🔹 OI: 701M; +47% YoY Q1 Guide: 🔹 MAUs: 759M (Est. 752.45M) 🟢 🔹 Revenue: https://t.co/98iLSGC8Ry SPOTIFY $SPOT Q425 EARNINGS" [X Link](https://x.com/Akaletico/status/2021181692015411382) 2026-02-10T11:17Z [----] followers, [---] engagements "$MU Lynx Equity$AMD$MU $NVDA$MU 1) MUHBM4NVDA2) MUHBM4NVDA MU12MUNVDAHBM43HBMTSM Quite positive on $MU Lynx Equity analyst who was the only anlayst to nail $AMD into the print out defending $MU saying their is NO CHANGE to $MU traction at $NVDA . Lets dispel a myth circulating on blogs: According to our latest checks 1) MU has shipped HBM4 in sample Quite positive on $MU Lynx Equity analyst who was the only anlayst to nail $AMD into the print out defending $MU saying their is NO CHANGE to $MU traction at $NVDA . Lets dispel a myth circulating on blogs: According to our latest checks 1) MU has" [X Link](https://x.com/Akaletico/status/2021240801221804048) 2026-02-10T15:12Z [----] followers, [---] engagements "$MU Wolfe Research Auto Auto Tech and Semiconductor Conference 2/11/2026 8:50AM EST http://event.summitcast.com/view/XvvWjfWVd Would expect Micron $MU to address any/ all bs rumors tomorrow AM at the Wolfe Research Auto Auto Tech and Semiconductor Conference Presenting at: 2/11/2026 8:50AM EST https://t.co/DaZ2DwInDy http://event.summitcast.com/view/XvvWjfWVd Would expect Micron $MU to address any/ all bs rumors tomorrow AM at the Wolfe Research Auto Auto Tech and Semiconductor Conference Presenting at: 2/11/2026 8:50AM EST https://t.co/DaZ2DwInDy" [X Link](https://x.com/Akaletico/status/2021240928334213451) 2026-02-10T15:12Z [----] followers, [----] engagements "10%📉 $APP [--] $1.66B $1.61B EPS $3.24 $2.94 EBITDA $1.4B $1.3B Q1 [----] EBITDA $15B $1.4B $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ" [X Link](https://x.com/Akaletico/status/2021693328799215764) 2026-02-11T21:10Z [----] followers, [----] engagements "$APP 20254Q 🔹 : $1.66B ( $1.61B) 🟡; +66% 🔹 EPS: $3.24 ( $2.96) 🟢 🔹 EBITDA: $1.399B ( $1.3B) 🟡; +82% Q1: 🔹 : $1.745B$1.775B ( $1.7B) 🟡 🔹 EBITDA: $1.465B$1.495B ( $1.4B) 🟡 🔹 EBITDA: 84% : 🔹 : $1.102B; +84% 🔹 : $1.31B : 🔹 /: 0.8M$481.7M (Q4); 6.4M$2.58B (FY25) 🔹 : 338M (A + B; Q4) $APP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.66B (Est. $1.61B) 🟡; +66% YoY 🔹 EPS: $3.24 (Est. $2.96) 🟢 🔹 Adj. EBITDA: $1.399B (Est. $1.3B) 🟡; +82% YoY Q1 Guide: 🔹 Revenue: $1.745B$1.775B (Est. $1.7B) 🟡 🔹 Adj. EBITDA: $1.465B$1.495B (Est. $1.4B) 🟡 🔹 Adj. EBITDA https://t.co/M6iyMvrE4P $APP Q425" [X Link](https://x.com/Akaletico/status/2021694362439332303) 2026-02-11T21:14Z [----] followers, [----] engagements "/ [--] $MU $TSM $NVDA $SOXX Being bearish on semis the next few weeks/months is going to continue being a very expensive lesson for many Look around there is a bull party happening outside of the [--] tickers you became so used to seeing on here $MU $TSM $NVDA $SOXX Being bearish on semis the next few weeks/months is going to continue being a very expensive lesson for many Look around there is a bull party happening outside of the [--] tickers you became so used to seeing on here $MU $TSM $NVDA $SOXX" [X Link](https://x.com/Akaletico/status/2021696202623139908) 2026-02-11T21:21Z [----] followers, [---] engagements "4%📉 $CSCO [-----] 🔹 153151.1🟢+10% 🔹 EPS1.041.02🟢 [--] 🔹 154156152.1🟢 🔹 EPS1.021.041.03🟡 [----] 🔹 612617607.7🟢602610 🔹 EPS4.134.174.13🟡4.084.14 🔹 +18%20% 🔹 AI21 🔸 18%20% 🔸 AI21 $CSCO Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.3B (Est. $15.11B) 🟢; +10% YoY 🔹 Adj. EPS: $1.04 (Est. $1.02) 🟢 Q3 Guide: 🔹 Revenue: $15.4B$15.6B (Est. $15.21B) 🟢 🔹 Adj. EPS: $1.02$1.04 (Est. $1.03) 🟡 FY26 Guide (Raised vs Prior): 🔹 Revenue: $61.2B$61.7B (Est. https://t.co/GI1SI7y7MI $CSCO Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.3B (Est. $15.11B) 🟢; +10% YoY 🔹 Adj. EPS: $1.04 (Est. $1.02) 🟢 Q3 Guide:" [X Link](https://x.com/Akaletico/status/2021697065664008270) 2026-02-11T21:25Z [----] followers, [---] engagements "$TSM $MU $NVDA 😌" [X Link](https://x.com/Akaletico/status/2021702267460891090) 2026-02-11T21:45Z [----] followers, [---] engagements "🐂⛳ $SNDK Oh you thought the data storage rally was over 🐂⛳ $SNDK https://t.co/mCRWMkaOzW Oh you thought the data storage rally was over 🐂⛳ $SNDK https://t.co/mCRWMkaOzW" [X Link](https://x.com/Akaletico/status/2021707203627933801) 2026-02-11T22:05Z [----] followers, [---] engagements "$MU [----] Micron $MU All these chips need memory and this bottleneck will last into [----] inshaAllah. Micron is positioned to gain the most here. $MU All these chips need memory and this bottleneck will last into [----] inshaAllah. Micron is positioned to gain the most here" [X Link](https://x.com/Akaletico/status/2021730111675150404) 2026-02-11T23:36Z [----] followers, [---] engagements "$MU CFOHBM4560 $MU huge gap-up and run on heavy volume. CFO's comment about strong demand and HBM4 production clearly countered rumors about overcapacity. AND they now guide even higher. technically [---] incoming on great earnings. https://t.co/i9Q4krASUd $MU huge gap-up and run on heavy volume. CFO's comment about strong demand and HBM4 production clearly countered rumors about overcapacity. AND they now guide even higher. technically [---] incoming on great earnings. https://t.co/i9Q4krASUd" [X Link](https://x.com/Akaletico/status/2021759782022189127) 2026-02-12T01:34Z [----] followers, [---] engagements "$SNDK () MA10EMA $SNDK (long) Popping back above all MAs which was good to see after the close below 10ema yesterday. Still riding a piece See if we can get that blow off top https://t.co/yXzo09ygbE $SNDK (long) Popping back above all MAs which was good to see after the close below 10ema yesterday. Still riding a piece See if we can get that blow off top https://t.co/yXzo09ygbE" [X Link](https://x.com/Akaletico/status/2021768988259496375) 2026-02-12T02:11Z [----] followers, [---] engagements "$MU +12% + AH HBM4 $MU +12% (Intra-day + AH) This was the HBM4 insight and conviction you needed. I've been sharing it since last week. Choose your notifications wisely. $MU +12% (Intra-day + AH) This was the HBM4 insight and conviction you needed. I've been sharing it since last week. Choose your notifications wisely" [X Link](https://x.com/Akaletico/status/2021769160657949032) 2026-02-12T02:11Z [----] followers, [---] engagements "$MU $415 $500 $MU $415. $500: Inevitable. Don't be a victim of fear. https://t.co/H37eJfJfXx $MU $415. $500: Inevitable. Don't be a victim of fear. https://t.co/H37eJfJfXx" [X Link](https://x.com/Akaletico/status/2021769615064674443) 2026-02-12T02:13Z [----] followers, [---] engagements "$APPAI Wait till they find out that $APP is pure-play play AI. Wait till they find out that $APP is pure-play play AI" [X Link](https://x.com/Akaletico/status/2022183869643207136) 2026-02-13T05:39Z [----] followers, [---] engagements "$MU - 2026HBMAI300 $SNDK - Western Digital16002026AINAND $WDC - HDD63AI $STX - AI35 $MU - Memory supercycle with [----] HBM capacity fully booked and 300%+ earnings growth expected as AI-driven demand collides with tight supply. $SNDK - Up 1600% post-spinoff from Western Digital riding the severe NAND shortage with AI data center demand accelerating through $MU - Memory supercycle with [----] HBM capacity fully booked and 300%+ earnings growth expected as AI-driven demand collides with tight supply. $SNDK - Up 1600% post-spinoff from Western Digital riding the severe NAND shortage with AI data" [X Link](https://x.com/Akaletico/status/2018109182852071676) 2026-02-01T23:48Z [----] followers, [----] engagements "9.6%📈 $LLY [-----] 🔹 : $19.29B ( $18.01B) 🟢; +43% 🔹 EPS: $7.54 ( $6.99) 🟢; +42% 🔹 Mounjaro: $7.41B ( $6.7B) 🟢; +110% 🔹 Zepbound: $4.26B ( $3.8B) 🟢; +123% FY26 : 🔹 : $80.00B$83.00B ( $77.7B) 🟢 🔹 EPS: $33.50$35.00 ( $33.24) 🟢 : 🔹 : 82.50% 🔹 Non-GAAP : 83.20% 🔹 R&D : $3.80B 🔹 : $3.10B : 🔸 2026800830GAAP EPS33.5035.00 🔸 20254MounjaroZepbound19343% $LLY Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $19.29B (Est. $18.01B) 🟢; +43% YoY 🔹 Adj. EPS: $7.54 (Est. $6.99) 🟢; +42% YoY 🔹 Mounjaro: $7.41B (Est. $6.7B) 🟢; +110% YoY 🔹 Zepbound: $4.26B (Est. $3.8B) 🟢; +123% YoY FY26 Guide: 🔹" [X Link](https://x.com/Akaletico/status/2019036417389965544) 2026-02-04T13:12Z [----] followers, [---] engagements "1%📉 $GOOGL Alphabet [-----] 🔹 : $113.83B ( $111.4B) 🟢; +18% 🔹 EPS: $2.82; +31% 🔹 OI: $35.93B ( $36.95B) 🔴; +16% 🔸 FY26 Capex: $175B$185B ( $119.5B) 🟢 : 🔹 Google Cloud: $17.66B ( $16.2B) 🟢; +48% 🔹 Services: $95.86B ( $94.9B) 🟢; +14% 🔹 Advertising: $82.28B ( $80.89B) 🟢; +14% 🔹 Search & Other: $63.07B ( $61.37B) 🟢; +17% 🔹 YouTube Ads: $11.38B ( $11.78B) 🔴; +9% : 🔹 Revenue ex-TAC: $97.23B ( $95.17B) 🟢; +19% 🔹 Total TAC: $16.60B; +12% 🔹 Employees: 190820; +4% : 🔹 : $34.46B; +30% 🔹 : 31.6% 🔹 : $52.40B; +34% 🔹 Capex (): $27.85B; +95% 🔹 : $24.55B : 🔸 Alphabet4000 🔸" [X Link](https://x.com/Akaletico/status/2019160486735212683) 2026-02-04T21:25Z [----] followers, [---] engagements "2 35% $XLK 39% $XLC [--] of the most oversold sectors are Technology and Communications 35% of Technology stocks are oversold $XLK 39% of Communications stocks are oversold $XLC Wen bounce https://t.co/fpeXnqr1aY [--] of the most oversold sectors are Technology and Communications 35% of Technology stocks are oversold $XLK 39% of Communications stocks are oversold $XLC Wen bounce https://t.co/fpeXnqr1aY" [X Link](https://x.com/Akaletico/status/2019750373624345037) 2026-02-06T12:29Z [----] followers, [---] engagements "4.6%📉 $ON 2025Q4 🔹 : $1.53B ( $1.53B) 🟡 🔹 EPS: $0.64 ( $0.62) 🟢 🔹 : 38.2% 🔹 : 19.8% Q1 : 🔹 : $1.435B$1.535B ( $1.51B) 🟡 🔹 EPS: $0.56$0.66 ( $0.62) 🟡 🔹 Non-GAAP : 37.5%39.5% : 🔹 FY25 : $1.4B; 24% FCF 🔹 FY25 : $1.8B 🔹 FY25 : $5.995B : 🔹 : FY25 $1.4B 🔹 : 3$6B : 🔸 [--] 🔸 2025$14100% $ON Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.53B (Est. $1.53B) 🟡 🔹 Adj. EPS: $0.64 (Est. $0.62) 🟢 🔹 Adj Gross Margin: 38.2% 🔹 Adj Operating Margin: 19.8% Q1 Guide: 🔹 Revenue: $1.435B$1.535B (Est. $1.51B) 🟡 🔹 Adj. EPS: $0.56$0.66 (Est. $0.62) 🟡 🔹 Non-GAAP Gross https://t.co/HpZAEaJ2lX $ON Q425" [X Link](https://x.com/Akaletico/status/2020984887722008579) 2026-02-09T22:15Z [----] followers, [---] engagements "$CRDO: 2027$210 $CRDO2026AICredoAIAI 12+100%56 $CRDO: $210 by mid-2027. $CRDO sits right at the center of what I believe will be one of the most powerful investment themes of 2026: the AI infrastructure boom. This is a classic pick-and-shovel businessCredo doesnt need to guess which AI model wins it just supplies the https://t.co/aYog5Gcksy $CRDO: $210 by mid-2027. $CRDO sits right at the center of what I believe will be one of the most powerful investment themes of 2026: the AI infrastructure boom. This is a classic pick-and-shovel businessCredo doesnt need to guess which AI model wins it" [X Link](https://x.com/Akaletico/status/2021476045971771406) 2026-02-11T06:47Z [----] followers, [---] engagements "$MCD [-----] 🔹 : $7.01B ( $6.81B) 🟢; +10% 🔹 EPS: $3.03 ( $3.03) 🟡; $2.80 🔹 : +5.7% ( +3.76%) 🟢 🔹 : +6.8% ( +5.05%) 🟢 🔹 : $3.16B; +10% : 🔹 : +5.2% ( +3.31%) 🟢 🔹 : +4.5% ( +2.43%) 🟢 🔹 : +7% $139B 🔹 : $37B; +20% 🔹 90: 210M; +19% : 🔹 EPS: $3.12 ( $3.04) 🟢 🔹 : 1$1.86 (+5%) : 🔸 🔸 $MCD Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.01B (Est. $6.81B) 🟢; +10% YoY 🔹 EPS: $3.03 (Est. $3.03) 🟡; vs. $2.80 YoY 🔹 Comparable Sales: +5.7% (Est. +3.76%) 🟢 🔹 U.S. Comparable Sales: +6.8% (Est. +5.05%) 🟢 🔹 Operating Income: $3.16B; +10% YoY Other Metrics: 🔹 Intl https://t.co/oJmDnwy8Sr $MCD" [X Link](https://x.com/Akaletico/status/2021696480646697347) 2026-02-11T21:22Z [----] followers, [----] engagements "4%📉 $HUBS [-----] 🔹 : $846.7M ( $830.61M) 🟢; +20% 🔹 EPS: $3.10 ( $2.99) 🟢 🔹 : $829.0M; +21% 🔹 : 288706; +16% FY: 🔹 : $3.69B$3.70B ( $3.61B) 🟢 🔹 EPS: $12.38$12.46 ( $11.46) 🟢 🔹 Non-GAAP: $736M$740M; 20% Q1: 🔹 : $862.0M$863.0M; +21% 🔹 EPS: $2.46$2.48 🔹 Non-GAAP: $144.0M$145.0M; 17% : 🔹 Non-GAAP: 22.6% 🔹 : $971.4M; +27% 🔹 1: $11683; +3% 🔹 +: $1.8B (20251231) 🔹 Non-GAAP: $209.4M (Q4); $594.9M (FY25) : 🔹 : $1.0B (24; 202627) : 🔸 2025HubSpot $HUBS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $846.7M (Est. $830.61M) 🟢; +20% YoY 🔹 Adj. EPS: $3.10 (Est. $2.99) 🟢 🔹 Subscription Revenue:" [X Link](https://x.com/Akaletico/status/2021698805209739492) 2026-02-11T21:32Z [----] followers, [---] engagements "$MU $SNDK Kioxia 72%313% $MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started. https://t.co/ewbNkn1Rv8 $MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started. https://t.co/ewbNkn1Rv8" [X Link](https://x.com/Akaletico/status/2021909776373100774) 2026-02-12T11:30Z [----] followers, [---] engagements "$MU $SNDK / $MU $SNDK going per the plan. Pull in the parabolic short gang folks dont even put in the work to understand even a tiny bit about the supply/demand dynamics then rip their faces off. Already read plenty of hilarious takes in this pullback. Lets see if these form a base. https://t.co/SCfiiJQwCe $MU $SNDK going per the plan. Pull in the parabolic short gang folks dont even put in the work to understand even a tiny bit about the supply/demand dynamics then rip their faces off. Already read plenty of hilarious takes in this pullback. Lets see if these form a base." [X Link](https://x.com/Akaletico/status/2021961570788749421) 2026-02-12T14:56Z [----] followers, [---] engagements "$SPX [---] The market $SPX heavyweights need to make a stand here or else. Top [---] stocks at key support price once again break and close below on the weekly could prove consequential producing cascading price action. Need to make a stand here. $OEX $SPY $QQQ $NDX $RUT $NYA $DIA https://t.co/Fpei5JraUP The market $SPX heavyweights need to make a stand here or else. Top [---] stocks at key support price once again break and close below on the weekly could prove consequential producing cascading price action. Need to make a stand here. $OEX $SPY $QQQ $NDX $RUT $NYA $DIA https://t.co/Fpei5JraUP" [X Link](https://x.com/Akaletico/status/2022304483641004403) 2026-02-13T13:38Z [----] followers, [---] engagements "SEAGATE $STX [-----] 🔹 $2.83B $2.75B 🟢 🔹 EPS$3.11 $2.83 🟢 🔹 GAAP42.2% [--] 🔹 $2.9B $100M $2.785B 🟢 🔹 EPS$3.40 $0.20 $3.01 🟢 🔹 $607M 🔹 $723M 🔹 $1.0B 🔹 218M 🔹 1$0.74 🔹 [-------------] 🔹 $154M 🔹 [----] $500M 🔸 Seagate12GAAP EPS SEAGATE $STX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.83B (Est. $2.75B) 🟢 🔹 Adj. EPS: $3.11 (Est. $2.83) 🟢 🔹 Non-GAAP gross margin: 42.2% Q3 Guide: 🔹 Revenue: $2.9B +/- $100M (Est. $2.785B) 🟢 🔹 Adj. EPS: $3.40 +/- $0.20 (Est. $3.01) 🟢 Other Metrics: 🔹 Free cash SEAGATE $STX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.83B (Est. $2.75B) 🟢 🔹 Adj. EPS: $3.11" [X Link](https://x.com/Akaletico/status/2016279485520425393) 2026-01-27T22:37Z [----] followers, [---] engagements "$MU 2026Q1HBM4 HBM411 Gbps20262 2026HBMHBM4 [----] HBM4EHBM [----] $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with high yields in the second calendar quarter of [----] consistent with our customers product ramp plans." We have completed $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with high yields in the second calendar quarter of [----] consistent with our customers product ramp plans." We have completed" [X Link](https://x.com/Akaletico/status/2020463131408179354) 2026-02-08T11:42Z [----] followers, [----] engagements "HBM4 HBM4 - SemiAnalysisNVIDIAHBM40% - 20258HBM4HBM4 - HBM2026HBM41% - HBM4 - 2026DRAMNANDASP - 20254DRAMHBM - HBMDRAMASP2026DRAM2025 - HBMHBM2026DRAM9%11%8% - - HBM4SK - HBM420262027 - - HBM20262025 - - DRAMASP $MU Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's HBM4 schedule delay is inevitable - Micron's stock weakened after SemiAnalysis reported it would adjust Micron's share in NVIDIA's HBM4 to 0% - However we had already Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's" [X Link](https://x.com/Akaletico/status/2021365948985508123) 2026-02-10T23:29Z [----] followers, [----] engagements "📢 : $MU Micron1 👉 : ➤ Micron1 ➤ ➤ HBM4 / ➤ ➤ CFO ➤ HBM4 ➤ 📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2 📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2" [X Link](https://x.com/Akaletico/status/2021587896910925862) 2026-02-11T14:11Z [----] followers, [---] engagements "$MU NAND2028HBM4Q112CFO2026 Micron $MU at Wolfe: the new NAND fab is on track for first wafer outs in 2H [--] and HBM4 customer shipments are ramping in calendar Q1 a quarter earlier than the December timeline. CFO also flagged demand running well above supply and sees supply tightness lasting beyond [----]. Micron $MU at Wolfe: the new NAND fab is on track for first wafer outs in 2H [--] and HBM4 customer shipments are ramping in calendar Q1 a quarter earlier than the December timeline. CFO also flagged demand running well above supply and sees supply tightness lasting beyond 2026" [X Link](https://x.com/Akaletico/status/2021590942138892323) 2026-02-11T14:23Z [----] followers, [----] engagements "$MU CEO: HBM4 HBM412026HBM $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply." https://t.co/rzkjuOJS1k $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply." https://t.co/rzkjuOJS1k" [X Link](https://x.com/Akaletico/status/2021699990675239079) 2026-02-11T21:36Z [----] followers, [---] engagements "Wolfe ResearchMicron$MU NAND20282 HBM4121 [----] Wolfe Researche gre Micron ( $MU): Yeni NAND fabrikasnn 2028in ikinci yarsnda ilk wafer retimine balamas bekleniyor. HBM4 rnlerine ynelik mteri sevkiyatlar ise daha nce Aralk ay iin planlanm olmasna ramen bir eyrek ne ekilerek takvim ylnn ilk https://t.co/KcPWyrReSq Wolfe Researche gre Micron ( $MU): Yeni NAND fabrikasnn 2028in ikinci yarsnda ilk wafer retimine balamas bekleniyor. HBM4 rnlerine ynelik mteri sevkiyatlar ise daha nce Aralk ay iin planlanm olmasna ramen bir eyrek ne ekilerek takvim ylnn ilk https://t.co/KcPWyrReSq" [X Link](https://x.com/Akaletico/status/2021710327755485476) 2026-02-11T22:17Z [----] followers, [---] engagements "SamsungHBM4 Samsung2026HBM20253 Samsung has begun mass production and commercial shipments of HBM4 becoming the first to bring the next gen high bandwidth memory to market. Samsung expects HBM sales to more than triple in [----] vs [----]. https://t.co/wTnPHrs8Uf Samsung has begun mass production and commercial shipments of HBM4 becoming the first to bring the next gen high bandwidth memory to market. Samsung expects HBM sales to more than triple in [----] vs [----]. https://t.co/wTnPHrs8Uf" [X Link](https://x.com/Akaletico/status/2021881177284673775) 2026-02-12T09:36Z [----] followers, [---] engagements "#Earnings : : $NBIS $CROX $ZTS $BN $AEP $HWM $ALNY $EXC $USFD $BAX : $COIN $ANET $AMAT $PINS $RIVN $DKNG $ABNB $TOST $BROS $ROKU #earnings for today (Thursday): Before Open: $NBIS $CROX $ZTS $BN $AEP $HWM $ALNY $EXC $USFD $BAX After Close: $COIN $ANET $AMAT $PINS $RIVN $DKNG $ABNB $TOST $BROS $ROKU https://t.co/5PWcOVAzpo #earnings for today (Thursday): Before Open: $NBIS $CROX $ZTS $BN $AEP $HWM $ALNY $EXC $USFD $BAX After Close: $COIN $ANET $AMAT $PINS $RIVN $DKNG $ABNB $TOST $BROS $ROKU https://t.co/5PWcOVAzpo" [X Link](https://x.com/Akaletico/status/2021882780968460479) 2026-02-12T09:43Z [----] followers, [----] engagements "$APP AppLovin Corp. (APP) $500$775Scotiabank$775JPM$500 $APP AppLovin Corp. (APP) Analyst Price Target Updates Street range now spans $500 to $775. Scotiabank tops the board at $775 while JPM cuts to $500. https://t.co/ePQw2qv1CR $APP AppLovin Corp. (APP) Analyst Price Target Updates Street range now spans $500 to $775. Scotiabank tops the board at $775 while JPM cuts to $500. https://t.co/ePQw2qv1CR" [X Link](https://x.com/Akaletico/status/2021961736417603904) 2026-02-12T14:56Z [----] followers, [---] engagements "$MU MicronCEOSanjay Mehrotra$SNDK SanDisk20112016CEO 2017MicronCEO$27 $400 Sanjay Fun Fact: $MU Micron CEO Sanjay Mehrotra founded $SNDK SanDisk (another memory giant) and served as its CEO from [--------]. He stepped in as Micron CEO in [----] when the stock was around $27. Today: $400 Sanjay is essentially the face of U.S. Memory Power. Leadership Matters. https://t.co/1d0XU3jiZN Fun Fact: $MU Micron CEO Sanjay Mehrotra founded $SNDK SanDisk (another memory giant) and served as its CEO from [--------]. He stepped in as Micron CEO in [----] when the stock was around $27. Today: $400 Sanjay is" [X Link](https://x.com/Akaletico/status/2015275296715673969) 2026-01-25T04:07Z [----] followers, [---] engagements "4%📉 CELESTICA $CLS [-----] 🔹 35.6534.6🟢+44% 🔹 EPS1.891.74🟢 [--] 🔹 EPS1.952.151.83🟢 🔹 38.5041.50 🔹 7.8% 🔹 170160🟢 🔹 EPS8.758.20🟢 🔹 [--] 🔹 CCS28.6+64% 🔹 ATS8.0-1% 🔸 $GOOGLTPU2027 🔸 435.65EPSGAAP1.89 🔸 AI2026170EPSGAAP8.75 CELESTICA $CLS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.65B (Est. $3.46B) 🟢; UP +44% YoY 🔹 Adj. EPS: $1.89 (Est. $1.74) 🟢 Q1 Guide: 🔹 Adj. EPS: $1.95-$2.15 (Est. $1.83) 🟢 🔹 Revenue: $3.850B-$4.150B 🔹 Adj. Operating Margin: 7.8% (mid-point) FY Guide: 🔹 Revenue: $17.0B CELESTICA $CLS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.65B (Est. $3.46B) 🟢; UP +44% YoY 🔹" [X Link](https://x.com/Akaletico/status/2016704332742479986) 2026-01-29T02:45Z [----] followers, [---] engagements "$SMH $SMH passed its first test. https://t.co/yb8v2DSHVO $SMH passed its first test. https://t.co/yb8v2DSHVO" [X Link](https://x.com/Akaletico/status/2019911042701328800) 2026-02-06T23:08Z [----] followers, [---] engagements "19%📉 $PGY [-----] 🔹 : $334.81M ( $348.75M) 🔴; +20% 🔹 EPS: $0.80 ( $0.35) 🟢 🔹 EBITDA: $98M; +53% 🔹 : $2.7B; +3% 1: 🔹 : $315M$335M ( $344M) 🔴 🔹 : $2.5B$2.7B 🔹 EBITDA: $80M$95M 🔹 GAAP: $15M$35M : 🔹 : $1.4B$1.575B ( $1.519B) 🟡 🔹 : $11.25B$13B 🔹 EBITDA: $410M$460M 🔹 GAAP: $100M$150M : 🔸 [--] 🔸 $PGY Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $334.81M (Est. $348.75M) 🔴; +20% YoY 🔹 EPS: $0.80 (Est. $0.35) 🟢 🔹 Adj. EBITDA: $98M; +53% YoY 🔹 Network Volume: $2.7B; +3% YoY Q1 Guide: 🔹 Revenue: $315M$335M (Est. $344M) 🔴 🔹 Network Volume: $2.5B$2.7B 🔹 Adj. EBITDA: https://t.co/YI9ysSmI1z" [X Link](https://x.com/Akaletico/status/2020849217519194280) 2026-02-09T13:16Z [----] followers, [----] engagements "$MU $EWY ETF$EWY - iShares MSCI South Korea ETF 50%SK HynixSamsungAI $MU KiaDoosanHyundai $MU $EWY Dier lke borsalarna bakarken Gney Kore iin bir ETF farkettim. $EWY - iShares MSCI South Korea ETF %50'si SK Hynix ve Samsung olduu iin Yapay Zeka Bellek ykseliini fazlasyla yanstyor. Ylbandan buyana $MU ile korelasyon iinde hareket etmi. Kia https://t.co/aqEkfFx1HG $MU $EWY Dier lke borsalarna bakarken Gney Kore iin bir ETF farkettim. $EWY - iShares MSCI South Korea ETF %50'si SK Hynix ve Samsung olduu iin Yapay Zeka Bellek ykseliini fazlasyla yanstyor. Ylbandan buyana $MU ile korelasyon iinde" [X Link](https://x.com/Akaletico/status/2022670844464349248) 2026-02-14T13:54Z [----] followers, [---] engagements "$AMZN IPO 68555/5+7.8% RSI $AMZN just closed down [--] straight days for only the 6th time since IPO. In the prior [--] cases Amazon stock was positive 5/5 times five days later with an average +7.8% gain. RSI is also near historic lows. A short-term bounce looks possible for the next week. https://t.co/HcWna83ELh $AMZN just closed down [--] straight days for only the 6th time since IPO. In the prior [--] cases Amazon stock was positive 5/5 times five days later with an average +7.8% gain. RSI is also near historic lows. A short-term bounce looks possible for the next week. https://t.co/HcWna83ELh" [X Link](https://x.com/Akaletico/status/2022789331266703713) 2026-02-14T21:45Z [----] followers, [---] engagements "1.26 [--]. Advanced Micro Devices $AMD [--]. Nvidia $NVDA [--]. Micron Technology $MU [--]. Broadcom $AVGO [--]. Lam Research $LRCX [--]. Analog Devices $ADI These are the top [--] chip stocks recommended by Bank of America thatll lead the $1.2T sector: [--]. Advanced Micro Devices $AMD [--]. Nvidia $NVDA [--]. Micron Technology $MU [--]. Broadcom $AVGO [--]. Lam Research $LRCX [--]. Analog Devices $ADI These are some of the lowest risk investments https://t.co/OxUsaqkbqo These are the top [--] chip stocks recommended by Bank of America thatll lead the $1.2T sector: [--]. Advanced Micro Devices $AMD [--]. Nvidia $NVDA [--]. Micron Technology" [X Link](https://x.com/Akaletico/status/2014253568388378704) 2026-01-22T08:27Z [----] followers, [----] engagements "$MU Unimicron $16B - $MUSamsung - $NVDA Rubin/Blackwell - TSMCCoWoS - AppleiPhoneM - Google TPU - AMZN/ASIC - IntelABF - UnimicronAmkor - UnimicronAI - HBM4 / DRAM/NAND+ GPU/CPUIC - TSM CoWoSS - CoPoS 2026-2028 iPhone CoWoSASIC AIMicronHBM I've hold positions in the $MU that markets sleep on: Unimicron. This one is an incredible long at $16B as they're foundational for: - $MU and Samsung memory substrates - $NVDA Rubin/Blackwell - TSMC for CoWoS process - Apple (iPhones and M-series) - Google TPUs - https://t.co/3353HerLe4 I've hold positions in the $MU that markets sleep on: Unimicron. This" [X Link](https://x.com/Akaletico/status/2014802184463122843) 2026-01-23T20:47Z [----] followers, [---] engagements "11%📉 $ALAB [-----] 🔹 : 27060; +92%; +17% 🔹 EPS: [----] ( 0.51) 🟢 🔹 : 40.2% 🔹 GAAP: [----] 1: 🔹 EPS: 0.530.54 ( 0.52) 🟢 🔹 : [----------] : 🔹 GAAP: 75.7% 🔹 GAAP: 6700; 24.7% 🔹 GAAP: 4500; GAAP EPS: [----] : 🔹 CFO: Desmond Lynch202632CFO; Mike TateCEO : 🔸 .17%27060. 🔸 .115% 🔸 .Astera LabsR&D. $ALAB Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $270.6M; +92% YoY; +17% sequentially 🔹 Adj. EPS: $0.58 (Est. $0.51) 🟢 🔹 Adj Operating Margin: 40.2% 🔹 Non-GAAP Net Income: $104.8M Q1 Guide: 🔹 Adj. EPS: $0.53$0.54 (Est. $0.52) 🟢 🔹 Revenue: $286M$297M Other Metrics: 🔹 $ALAB Q425 EARNINGS HIGHLIGHTS 🔹" [X Link](https://x.com/Akaletico/status/2021363281034887419) 2026-02-10T23:18Z [----] followers, [---] engagements "13%📈 $AMAT Applied MaterialsAI - $SNDK $MU Applied Materials Inc.AI276.512.6470.32.29 Bloomberg IntelligenceDRAMAI25250 $AMAT Applied Materials Raises Forecast on AI and Memory Chip Demand - $SNDK $MU Applied Materials Inc. projected fiscal second-quarter sales of about $7.65 billion and earnings of $2.64 a share exceeding analyst estimates of $7.03 billion and $2.29 as AI and memory $AMAT Applied Materials Raises Forecast on AI and Memory Chip Demand - $SNDK $MU Applied Materials Inc. projected fiscal second-quarter sales of about $7.65 billion and earnings of $2.64 a share exceeding" [X Link](https://x.com/Akaletico/status/2022088313721741542) 2026-02-12T23:19Z [----] followers, [---] engagements "$APP [--] [--]. AppLovin [--] +66%14 EBITDA +82% 84% EBITDA [--]. CapEx $META$GOOGL$MSFT $AMZN [--]. MAX eAppLovin AppLovin ET 11:30 Schwab [--] REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth into a seasonally weaker quarter. The stock is clearly disconnected from the underlying business https://t.co/ptRc5WFICv [--] REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential" [X Link](https://x.com/Akaletico/status/2022088740496363982) 2026-02-12T23:21Z [----] followers, [---] engagements "$APP [-------] AppLovin $APP2026750 $APP heading to $750 by summer [----] (not a typo). I understand how painful this has been. AppLovin has been incredibly volatile and been completely out of favour with investors. When sentiment turns this negative even exceptional fundamentals. Your conviction is tested to the https://t.co/fbulcSUA03 $APP heading to $750 by summer [----] (not a typo). I understand how painful this has been. AppLovin has been incredibly volatile and been completely out of favour with investors. When sentiment turns this negative even exceptional fundamentals. Your conviction is" [X Link](https://x.com/Akaletico/status/2022088919744233600) 2026-02-12T23:22Z [----] followers, [---] engagements "mu sndk wdc stx CEO elon nvda dell hps CEO Twitter100 mu sndk SO lets talk reality and stupidity mu sndk wdc stx ceo all say sold out no supply elon says mamory a bottleneck no supply nvda says stopped making graphics card no supply dell hps and every other ceo says memory no supply no over 1m clowns on twitter adn financial SO lets talk reality and stupidity mu sndk wdc stx ceo all say sold out no supply elon says mamory a bottleneck no supply nvda says stopped making graphics card no supply dell hps and every other ceo says memory no supply no over 1m clowns on twitter adn financial" [X Link](https://x.com/Akaletico/status/2022092399661789520) 2026-02-12T23:36Z [----] followers, [---] engagements "$SNDK SanDiskEPS75%12% EPS463% 110S&P 500130% $NVDANvidiaNvidia $SNDK +12% $SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone continuing to buy the momentum in memory https://t.co/sEqMwqFi4B $SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone" [X Link](https://x.com/Akaletico/status/2017002845967642878) 2026-01-29T22:32Z [----] followers, [---] engagements "11📈 $SHOP [-----] 🔹 : $3.67B ( $3.59B) 🟢; +31% 🔹 EPS: $0.57 ( $0.51) 🟢 🔹 GMV: $123.841B; +31% 🔹 FCF: $715M; 19% 1: 🔹 : 30% (20254) 🔹 : 20% 🔹 : 37%38% 🔹 : $140M 🔹 : 10% : 🔹 : $2B (2026217; ; A5%) : 🔸 2025Shopify - AI 🔸 202612025430% $SHOP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.67B (Est. $3.59B) 🟢; +31% YoY 🔹 EPS: $0.57 (Est. $0.51) 🟢 🔹 GMV: $123.841B; +31% YoY 🔹 FCF: $715M; 19% margin Q1 Guide: 🔹 Revenue Growth: low-30s % YoY (similar to Q425) 🔹 Gross Profit Dollars Growth: high-20s % YoY 🔹 OpEx https://t.co/uTEQJIcSlV $SHOP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.67B" [X Link](https://x.com/Akaletico/status/2021568776798605554) 2026-02-11T12:55Z [----] followers, [---] engagements "Amazon$AMZN92006 [-----] BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days. BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days" [X Link](https://x.com/Akaletico/status/2022501726193095087) 2026-02-14T02:42Z [----] followers, [---] engagements "202615 [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% https://t.co/dvJKQwuaZM HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% 6." [X Link](https://x.com/Akaletico/status/2022789441644040238) 2026-02-14T21:45Z [----] followers, [---] engagements "COREWEAVECEO $CRWV COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD" [X Link](https://x.com/Akaletico/status/2022789569184485611) 2026-02-14T21:46Z [----] followers, [---] engagements "🎯📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: $AMKR AI interconnects: $CRDO 🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: https://t.co/IlFBBREx9V 🎯Look for strength in this market correction theyll lead the next leg of bull" [X Link](https://x.com/Akaletico/status/2022810588070756708) 2026-02-14T23:10Z [----] followers, [---] engagements "2026S&P [---] AppLovin The S&P 500's worst-performing stock of 2026: AppLovin https://t.co/3LZusGQPlu The S&P 500's worst-performing stock of 2026: AppLovin https://t.co/3LZusGQPlu" [X Link](https://x.com/Akaletico/status/2022811113705107847) 2026-02-14T23:12Z [----] followers, [----] engagements "AIAnthropicAxios JUST IN: The Pentagon is considering severing its relationship with Anthropic over the AI firm's insistence on maintaining some limitations on how the military uses its models per Axios JUST IN: The Pentagon is considering severing its relationship with Anthropic over the AI firm's insistence on maintaining some limitations on how the military uses its models per Axios" [X Link](https://x.com/Akaletico/status/2022895486454370816) 2026-02-15T04:47Z [----] followers, [--] engagements "/NISA 📷💻🖥📱 ⚾ ⚽// 🚴♀Trec monda SL [--] Disc Pro / 🖌😉 https://carp-carp-carp.com/ https://carp-carp-carp.com/" [X Link](https://x.com/anyuser/status/1472594451818508290) 2021-12-19T15:47Z [----] followers, [---] engagements "🔴 🔴S&P500 🔴NASDAQ100 🔴FANG + 😂" [X Link](https://x.com/anyuser/status/1873012871304757737) 2024-12-28T14:27Z [----] followers, 12.3K engagements "/NISA 💻🖥📱 ⚾🎏 ⚽// 🚴♀Trec monda SL [--] Disc Pro /" [X Link](https://x.com/anyuser/status/1546506283335168000) 2022-07-11T14:46Z [----] followers, [---] engagements "☺ 😂 ☺ 🙇 # #100 #100" [X Link](https://x.com/anyuser/status/1880739020977897567) 2025-01-18T22:08Z [----] followers, [----] engagements "NISA1000 10%1605000 😹" [X Link](https://x.com/anyuser/status/1559308349774376960) 2022-08-15T22:37Z [----] followers, [---] engagements "1NISA40280 😌" [X Link](https://x.com/anyuser/status/1489581036325736449) 2022-02-04T12:46Z [----] followers, [---] engagements "😌 ❗ 1😂 🙇♂ 2025/03/11() 23:00 JOLTS [--] 2025/03/12() 21:30 CPI [--] 2025/03/13() 21:30 PPI [--] 2025/03/13() 21:30 2025/03/14() 23:00 [--] #100 #100 # #" [X Link](https://x.com/anyuser/status/1898855970278945104) 2025-03-09T21:58Z [----] followers, [----] engagements "2850😂 😊 ❗" [X Link](https://x.com/anyuser/status/1475586869882912768) 2021-12-27T21:58Z [----] followers, [---] engagements "😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📈 📉 🔴 Fear & Greed Index47 NEUTRAL 🔴VIX16.45📉 ☺ 😂 🥰 🔴2025/01/24() 12:00 [--] 0.50% 0.25% 🔴2025/01/24() 23:45 PMI [--] 🔴2025/01/25() 00:00 [--] 🔴2025/01/25() 00:00 [--] 10😳 🥰 🙇 # #100 #100" [X Link](https://x.com/anyuser/status/1882544074810655065) 2025-01-23T21:40Z [----] followers, [----] engagements "😌 [--] 10📉 📈 😅 🔴Fear & Greed Index 27FEAR 🔴VIX18.45 1/15()🗓 22:30CPI [--] 🔴 0.3% 0.3% 🔴 2.9% 2.7% 🔴 [---] [---] 🔴 [---] [---] 22:30 [--] 🔴-2.0 [---] CPI 🎍😊 🙇" [X Link](https://x.com/anyuser/status/1879285348347621619) 2025-01-14T21:51Z [----] followers, [----] engagements "☀ 🙇 🗓 2025/02/03() 23:45 PMI1 2025/02/04() 00:00 ISM 1" [X Link](https://x.com/anyuser/status/1886165699300892830) 2025-02-02T21:32Z [----] followers, [----] engagements "1110145🤔 1😅" [X Link](https://x.com/anyuser/status/1572736244530171904) 2022-09-21T23:55Z [----] followers, [---] engagements "😌 NASDAQ 100📈 S&P500📈 📈 10📈 📈 🔴 Fear & Greed Index43 FEAR 🔴VIX16.76 🥰 &❤🩹 +9.69%☑😅 🔴2025/01/23() 22:30 01/05 - 01/11 🔴2025/01/23() 22:30 01/12 - 01/18 🔴2025/01/24() 12:00 [--] 0.50% 0.25% 🤣 😆 🙇 # #100 #" [X Link](https://x.com/anyuser/status/1882194332196933673) 2025-01-22T22:31Z [----] followers, [----] engagements "😌 3📈 10📉 📉 CPI 🔴Fear & Greed Index 29FEAR 🔴VIX17.17 1/16()🗓 22:30 [--] 🔴-8.0 [-----] [-----] 22:30 01/05 - 01/11 🔴21.1 [----] 🗓 💇♂ 🙇 # #100" [X Link](https://x.com/anyuser/status/1879652370474549253) 2025-01-15T22:10Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 SOX📈 NYSE FANG+📈 FactSet US Tech Top [--] Index📈 10📉 📉 🟩📉 🟩📉 🟩📈 🟩Fear & Greed Index56 GREED 🟩VIX17.48📉" [X Link](https://x.com/anyuser/status/1937627663658889398) 2025-06-24T21:43Z [----] followers, [----] engagements "2500😅 😆 ☺ 🙇♂" [X Link](https://x.com/anyuser/status/1537554948019601408) 2022-06-16T21:57Z [----] followers, [---] engagements "😊 3📈 10📈 AMZNGOOGPDD📉 😂 🙇" [X Link](https://x.com/anyuser/status/1859707214912696685) 2024-11-21T21:15Z [----] followers, [---] engagements "☀ [--] 🎏 😁 🥰" [X Link](https://x.com/anyuser/status/1962643368732959130) 2025-09-01T22:26Z [----] followers, [----] engagements "☀ [--] [--] 😅 🎏☜😰 5😂 😆" [X Link](https://x.com/anyuser/status/1666562885122924545) 2023-06-07T21:48Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500📈 📉 Russell 2000📉 SOX📈 NYSE FANG+📈 FactSet US Tech Top [--] Index📈 10📈 📈 🟩📉 🟩📈 🟩📉 🟩Fear & Greed Index74 GREED📈 🟩VIX15.03📈 AMD📈 😄 FOMC 🎏🐯3😂 😎 😢 21😁" [X Link](https://x.com/anyuser/status/1949952674268602728) 2025-07-28T21:58Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500📈 📈 10📈 📈 🔴 Fear & Greed Index38 FEAR 🔴VIX17.25 🥰 &❤🩹 ⚡🥰 120() 😂 😌 🙇 # #100 #100" [X Link](https://x.com/anyuser/status/1880374745964978666) 2025-01-17T22:00Z [----] followers, [----] engagements "😌 [--] 10📉 🥰 😂 🙇" [X Link](https://x.com/anyuser/status/1858986910942978246) 2024-11-19T21:33Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 SOX📈 NYSE FANG+📉 FactSet US Tech Top [--] Index📈 10📉 📈 🟩📉 🟩📉 🟩📉 🟩Fear & Greed Index74 GREED 🟩VIX14.93📉 😿 AMD 🎏55 🚗😆" [X Link](https://x.com/anyuser/status/1948880163934273891) 2025-07-25T22:56Z [----] followers, [----] engagements "☀ 3📈 10📈 📈 S&P500😌 😂 🙇" [X Link](https://x.com/anyuser/status/1724911725605249428) 2023-11-15T22:06Z [----] followers, [----] engagements "😃 3📈 10📉 📈 🥰 🙇" [X Link](https://x.com/anyuser/status/1734329939951034514) 2023-12-11T21:50Z [----] followers, [----] engagements "😌 [--] 10📉 📉 😂 🤔 🙇" [X Link](https://x.com/anyuser/status/1735409503691289086) 2023-12-14T21:20Z [----] followers, [----] engagements "😃 FOMC😆 ✨" [X Link](https://x.com/anyuser/status/1586850012793032704) 2022-10-30T22:38Z [----] followers, [---] engagements "😌 FOMCPCE 🙇 🔴 2025/01/28() 00:00 [--] 2025/01/28() 22:30 [--] 2025/01/28() 23:00 [--] 2025/01/29() 00:00 [--] 2025/01/29() 00:00 [--] 2025/01/29 16:00🟡 4Q 2025/01/29 16:00🟡 2025/01/29() 21:00 MBA 01/18 - 01/24 2025/01/29() 22:30 [--] 2025/01/30() 00:30 01/18 - 01/24 2025/01/30() 04:00🟡 FRB(FOMC) [--] 2025/01/30() 22:30 01/12 - 01/18 2025/01/30() 22:30 [--] 2025/01/30() 22:30 01/19 - 01/25 2025/01/31() 00:00 [--] 2025/01/31() 22:30 [--] 2025/01/31() 22:30 [--] 2025/01/31() 22:30🟡 PCE [--] 2025/01/31() 23:45 PMI [--] # #100 #100" [X Link](https://x.com/anyuser/status/1883654044172067154) 2025-01-26T23:11Z [----] followers, [----] engagements "☁ 🎏3😹 🙇♂" [X Link](https://x.com/anyuser/status/1916633627649315091) 2025-04-27T23:20Z [----] followers, [----] engagements "☀ 3📈 10📉 📉 😆 😂 😌 🙇" [X Link](https://x.com/anyuser/status/1765847726863102345) 2024-03-07T21:11Z [----] followers, [----] engagements "☁ [--] 10📉 📈 NVIDIA🍎😎 🎏🥰 🍚 🦁3✨" [X Link](https://x.com/anyuser/status/1800630229511147522) 2024-06-11T20:44Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📉 📈 🔴 Fear & Greed Index44 FEAR 🔴VIX16.98 😄 [--] FRB(FOMC) [--] ❗ 🙇 # #100 #100" [X Link](https://x.com/anyuser/status/1884371820725596629) 2025-01-28T22:43Z [----] followers, [----] engagements "☀ [--] [--] 😆 😎 ✨" [X Link](https://x.com/anyuser/status/1563290887182233601) 2022-08-26T22:22Z [----] followers, [---] engagements "😌 NASDAQ 100📉 S&P500📉 📉 Russell 2000📉 10📈 📉 🟩Fear & Greed Index20EXTREME FEAR📉 🟩VIX23.50📈 😂 🤔 ❗ 🙇♂" [X Link](https://x.com/anyuser/status/1897033255926554663) 2025-03-04T21:15Z [----] followers, [----] engagements "😃 [--] [--] 😅 😌 🎏✨❗ 🥰 🙇♀" [X Link](https://x.com/anyuser/status/1679615761583865856) 2023-07-13T22:16Z [----] followers, [----] engagements "😌 3📉 10📈 📈 4.7❗ [--] 😂 👀 22:15ADP [--] 22:30 12/22 - 12/28 22:30 12/29 - 01/04 🙇" [X Link](https://x.com/anyuser/status/1876739938219421947) 2025-01-07T21:17Z [----] followers, [----] engagements "☁ 3📈 10📉 📈 S&P500🥰 ☺ 🙇" [X Link](https://x.com/anyuser/status/1722019291724423444) 2023-11-07T22:32Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500 📉 Russell 2000📉 SOX📈 NYSE FANG+📈 FactSet US Tech Top [--] Index📈 10📉 📈 🟩📈 🟩📉 🟩📈 🟩Fear & Greed Index59 GREED📈 🟩VIX16.76📉 AMD 😂 SOXRSI70 2244😂" [X Link](https://x.com/anyuser/status/1937998492171137198) 2025-06-25T22:17Z [----] followers, [----] engagements "😌 NASDAQ 100📉 S&P500📉 📉 Russell 2000📉 10📉 📉 🟩Fear & Greed Index15EXTREME FEAR📉 🟩VIX24.66📈 2025/03/14() 23:00 [--] 😱 😂 😆 S&P500 🙇♂ #100 #100 # #" [X Link](https://x.com/anyuser/status/1900301704983351485) 2025-03-13T21:43Z [----] followers, [----] engagements "☁ 2025/04/21() 23:00 [--] ❗ 🎏❗ ❗" [X Link](https://x.com/anyuser/status/1914079445247529212) 2025-04-20T22:11Z [----] followers, [----] engagements "☔ 3📈 10📈 📈 ☝ 😅 🎏🐯 ⚾ 😂" [X Link](https://x.com/anyuser/status/1807888527218430107) 2024-07-01T21:26Z [----] followers, [---] engagements "☁ 😂 🎏😄 🤣 🤔" [X Link](https://x.com/anyuser/status/1934385721936433472) 2025-06-15T23:01Z [----] followers, [----] engagements "😌 NASDAQ [---] S&P500📈 📉 Russell 2000📈 10📈 📈 🟩Fear & Greed Index21EXTREME FEAR m📈 🟩VIX29.65📉 [--] $10.54B ($10.5B) EPS$6.61 ($5.69) 3%📈 😂 ❗" [X Link](https://x.com/anyuser/status/1912975523011350971) 2025-04-17T21:04Z [----] followers, [----] engagements "☀ 3📈 10📉 😌 9S&P500😎 🎏✨ 💪" [X Link](https://x.com/anyuser/status/1696284427444503037) 2023-08-28T22:11Z [----] followers, [----] engagements "☁ 3📈 10📉 📉 👆😌 🏋🗓 🙇" [X Link](https://x.com/anyuser/status/1853912256201036204) 2024-11-05T21:28Z [----] followers, [---] engagements "☁ [--] 10📉 📉 📈 🤔 🚗🔋💦 🎏✨" [X Link](https://x.com/anyuser/status/1797744111832928419) 2024-06-03T21:36Z [----] followers, [---] engagements "☀ [--] 10📉 📉 24210😂 [--] 🎏🙏" [X Link](https://x.com/anyuser/status/1785788474739785857) 2024-05-01T21:48Z [----] followers, [---] engagements "☀ 🤣 😂 🎏✨ 👍 ✨" [X Link](https://x.com/anyuser/status/1911546378108690893) 2025-04-13T22:25Z [----] followers, [----] engagements "☀ 3📉 10📈 📈 😂 NVIDIA😌 🎏🐰3 🏟🙇" [X Link](https://x.com/anyuser/status/1791216945196392520) 2024-05-16T21:19Z [----] followers, [---] engagements "☀ 3📈 10📉 📉 22:30 PPI [--] [--] 00:00 ()2 🥰 🙇" [X Link](https://x.com/anyuser/status/1758238534576861491) 2024-02-15T21:15Z [----] followers, [---] engagements "😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📈 📈 🔴 Fear & Greed Index49NEUTRAL 📈 🔴VIX15.37📈 🗓 2025/02/19() 22:30 [--] 2025/02/20() 04:00 FOMC [--] 🗓() 2025/02/20 21:00 $WMT $ANET $1.93B ($1.9B) EPS$0.65 ($0.57) -6%😹 😓 🙇♂ # #100 # #" [X Link](https://x.com/anyuser/status/1891967453003120650) 2025-02-18T21:46Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📈 📈 🟩Fear & Greed Index66 GREED📈 🟩VIX18.39📉 2025/05/13() 21:30 CPI [--] ⚡🥰 😁 🎏✨ [--] 🐰" [X Link](https://x.com/anyuser/status/1922046324104634677) 2025-05-12T21:48Z [----] followers, [----] engagements "☀ 3📉 10📈 📈 😊 🎏🦅" [X Link](https://x.com/anyuser/status/1795938510614262083) 2024-05-29T22:01Z [----] followers, [---] engagements "☔ 3📈 10📉 📈 🥰 CPI😆 ☔😅 🎏☔😆 😎 😆" [X Link](https://x.com/anyuser/status/1811156005486743792) 2024-07-10T21:50Z [----] followers, [---] engagements "😃 [--] [--] 😅 👍 🎏😎 ❗" [X Link](https://x.com/anyuser/status/1692293262835630206) 2023-08-17T21:52Z [----] followers, [----] engagements "☁ 3📈 [--] 😎 🎏 🙇" [X Link](https://x.com/anyuser/status/1782885668764651620) 2024-04-23T21:34Z [----] followers, [---] engagements "☀ [--] [--] CPI😌 🎏😎 [--] ⚾" [X Link](https://x.com/anyuser/status/1701366487544745996) 2023-09-11T22:45Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500📈 📉 Russell 2000📉 SOX📈 10📉 📉 🟩Fear & Greed Index54 NEUTRAL📉 🟩VIX17.61📉 2025/06/05() 21:30 05/18 - 05/24 05/25 - 05/31 [--] [--] ADP 🥰 🎏✨ 😅" [X Link](https://x.com/anyuser/status/1930373224485007840) 2025-06-04T21:16Z [----] followers, [----] engagements "😌 NASDAQ 100📉 S&P500📉 📈 Russell 2000📉 10📉 📈 🔴 Fear & Greed Index29FEAR 📉 🔴VIX18.98📈 🗓 2025/02/25() 23:00 S&P20 [--] 2025/02/26() 00:00 [--] 2025/02/26() 00:00 [--] Fear & Greed IndexEXTREME FEARVIX20🤔 🙇♂ # #100" [X Link](https://x.com/anyuser/status/1894149122233679876) 2025-02-24T22:15Z [----] followers, [----] engagements "😌 NASDAQ 100📉 S&P500📉 📈 Russell 2000📉 10📉 📉 🔴 Fear & Greed Index23EXTREME FEAR📉 🔴VIX19.43📈 🗓 2025/02/27() 00:00 [--] 🗓() 2025/02/26 23:00 $LOW 2025/02/27 6:00 $CRM 2025/02/27 6:00 $NVDA 2025/02/27 6:00 $SNOW 2025/02/27 6:00 $SNPS Fear & Greed IndexEXTREME FEAR 🤔 🙇♂ # #100" [X Link](https://x.com/anyuser/status/1894523495100629382) 2025-02-25T23:02Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📉 📉 🟩Fear & Greed Index19EXTREME FEAR📈 🟩VIX30.89📉 2025/04/15() 21:30 [--] 2025/04/15() 21:30 [--] [--] 😌 🎏🐉 😆 #100 # #100" [X Link](https://x.com/anyuser/status/1911898512658448758) 2025-04-14T21:45Z [----] followers, [----] engagements "☀ 3📈 10📉 📉 CPI❗ 🎏😂 🤔" [X Link](https://x.com/anyuser/status/1790868643829699049) 2024-05-15T22:15Z [----] followers, [---] engagements "☀ 😂 [--] 🎏😰 4DH😂" [X Link](https://x.com/anyuser/status/1962285904992891177) 2025-08-31T22:46Z [----] followers, [----] engagements "😌 NASDAQ 100📈 S&P500📈 📉 Russell 2000📉 10📉 📉 🟩Fear & Greed Index69 GREED 🟩VIX18.62📈 2025/05/15() 21:30 04/27 - 05/03 04/27 - 05/03 PPI [--] [--] [--] 05/04 - 05/10 [--] 2025/05/15() 22:15 [--] 2025/05/15() 23:00 [--] NAHB [--] AMD 😂 😆 🎏 🦸✨ #100 # #100" [X Link](https://x.com/anyuser/status/1922764783746679124) 2025-05-14T21:23Z [----] followers, [----] engagements "😌 3📈 10📉 📉 😆 ❗ 🙇" [X Link](https://x.com/anyuser/status/1753151719272497389) 2024-02-01T20:21Z [----] followers, [---] engagements "😌 NASDAQ 100📉 S&P500📉 📉 Russell 2000📉 SOX📉 10📉 📉 🟩Fear & Greed Index64 GREED📉 🟩VIX22.29📈 Apple25%6150% RSI [--] 🎏😅 ☔ #100 # #100 #" [X Link](https://x.com/anyuser/status/1926052054209790233) 2025-05-23T23:06Z [----] followers, [----] engagements "😃 [--] [--] 😵 ✨" [X Link](https://x.com/anyuser/status/1574519191138631682) 2022-09-26T22:00Z [----] followers, [---] engagements "☀ 3📉 10📉 ☺ 🥰 🙇" [X Link](https://x.com/anyuser/status/1727089177043583018) 2023-11-21T22:18Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CARP_2021 あかれてぃこ
あかれてぃこ posts on X about $mu, fear, nasdaq, russell the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +787%
- [--] Month [------] +4,971%
- [--] Months [------] +51%
- [--] Year [-------] +125%
Mentions: [--] #
- [--] Months [--] +350%
- [--] Year [--] -23%
Followers: [-----] #
- [--] Week [-----] +0.01%
- [--] Month [-----] -0.07%
- [--] Months [-----] -0.79%
- [--] Year [-----] +10%
CreatorRank: [-------] #
Social Influence
Social category influence stocks technology brands finance exchanges cryptocurrencies countries social networks automotive brands financial services celebrities
Social topic influence $mu #76, fear, nasdaq, russell, $sndk #51, ai, ceo #4367, $googl, $nvda, samsung #2296
Top accounts mentioned or mentioned by @carpgambajt48
Top assets mentioned Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Amazon.com, Inc. (AMZN) AppLovin Corporation (APP) Western Digital Corp (WDC) Intel Corporation (INTC) SPX6900 (SPX) Stacks (STX) Advanced Micro Devices (AMD) Lam Research Corporation (LRCX) Nya (NYA) Broadcom, Inc. (AVGO) Apple, Inc. (AAPL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Credo Technology Group Holding Ltd (CRDO) Lumentum Holdings Inc. Common Stock (LITE) Coherent Inc (COHR) Palantir Technologies Inc. (PLTR) SPDR S&P [---] ETF Trust (SPY) Spacemesh (SMH) Metadium (META) Applied Materials, Inc. (AMAT) Reddit, Inc. (RDDT) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bloom Energy Corporation (BE) Critical Metals Corp. Ordinary Shares (CRML) Twist Bioscience Corporation Common Stock (TWST) Applied Digital Corp. (APLD) Enphase Energy Inc (ENPH) Nextracker Inc. (NXT) Teradyne, Inc. (TER) QUALCOMM, Inc. (QCOM) Mario Coin (COIN) CoreWeave, Inc (CRWV) Marvell Technology Inc (MRVL) Microsoft Corp. (MSFT) CPChain (CPC) Vixco (VIX) Amkor Technology Inc (AMKR) Seagate Technology Holdings PLC (STX) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"❗ 😂 #kabutan #"
X Link 2023-08-31T14:31Z [----] followers, [--] engagements
"NISANISA 🔸 🔸 🔸DC 😂"
X Link 2024-01-23T22:36Z [----] followers, [--] engagements
"☁ 3📈 10📉 PCE 😌 🙇"
X Link 2024-01-25T23:08Z [----] followers, [--] engagements
"😊 NVIDIA😂 😆 🙇"
X Link 2024-02-19T23:36Z [----] followers, [--] engagements
"☔ 3📉 10📉 📉 😆 NVIDIA😂 🙇"
X Link 2024-02-20T22:25Z [----] followers, [--] engagements
"😃 [--] 10📈 📈 NVIDIA🥰 🙇"
X Link 2024-02-21T22:04Z [----] followers, [--] engagements
"@carpgambajt48"
X Link 2024-04-05T13:25Z [----] followers, [--] engagements
"☀ [--] 10📈 📈 CPI 22NVIDIA 🎏"
X Link 2024-05-10T22:56Z [----] followers, [--] engagements
"☀ [--] 10📉 📈 😂 PPI❗ CPI❗ 🎏🏟🙇"
X Link 2024-05-13T21:26Z [----] followers, [--] engagements
"☁ 😆 ☺ NVIDIA😎 🎏🔑 🙇"
X Link 2024-05-18T22:51Z [----] followers, [--] engagements
"☀ NVIDIA 😆"
X Link 2024-05-19T22:24Z [----] followers, [--] engagements
"☀ 3📈 10📉 📉 🥰 NVIDIA😆 🎏🙏 🥰"
X Link 2024-05-22T00:43Z [----] followers, [--] engagements
"☀ [--] 10📈 📈 😂 PCE😆 🎏🦅🦬😎 😌"
X Link 2024-05-28T22:27Z [----] followers, [--] engagements
"☁ [--] 10📉 📈 NVIDIA🍎😎 🎏🥰 🍚 🦁3✨"
X Link 2024-06-11T20:44Z [----] followers, [----] engagements
"Fear & Greed Index FEAR NEUTRAL❗"
X Link 2025-02-10T14:57Z [----] followers, [---] engagements
"NETFLIX $NFLX JUST REPORTED EARNINGS: - EPS of $7.19 beating expectations of $7.06 ✅ - Revenue of $11.08 beating expectations of $11.05B ✅ SOLID double beat for Netflix. NETFLIX $NFLX JUST REPORTED EARNINGS: - EPS of $7.19 beating expectations of $7.06 ✅ - Revenue of $11.08 beating expectations of $11.05B ✅ SOLID double beat for Netflix. https://t.co/HnQlRa352s NETFLIX $NFLX JUST REPORTED EARNINGS: - EPS of $7.19 beating expectations of $7.06 ✅ - Revenue of $11.08 beating expectations of $11.05B ✅ SOLID double beat for Netflix. https://t.co/HnQlRa352s"
X Link 2025-07-17T20:32Z [----] followers, [---] engagements
"$SOFI JUST REPORTED EARNINGS EPS of $0.08 beating expectations of $0.06🟢 Revenue of $858M beating expectations of $805M🟢 $SOFI JUST REPORTED EARNINGS EPS of $0.08 beating expectations of $0.06🟢 Revenue of $858M beating expectations of $805M🟢 https://t.co/DThxls21eu $SOFI JUST REPORTED EARNINGS EPS of $0.08 beating expectations of $0.06🟢 Revenue of $858M beating expectations of $805M🟢 https://t.co/DThxls21eu"
X Link 2025-07-29T11:40Z [----] followers, [---] engagements
"$BBY Best Buy Q2 Earnings Highlights 🔹 Revenue: $9.44B (Est. $9.23B) 🟢; +1.6% YoY 🔹 Adj EPS: $1.28 (Est. $1.22) 🟢; -4% YoY 🔹 Net Income: $186M (Est. $260M) 🔴; -28% YoY FY26 Guidance: 🔹 EPS: $6.15$6.30 (Est. $6.19) 🟡 🔹 Revenue: $41.1B$41.9B (Est. $41.41B) 🟡 🔹 Comparable Sales: -1% to +1% 🔹 Adjusted Operating Margin: 4.2% 🔹 Capex: $700M 🔹 Q3 Comparable Sales Growth: expected similar to Q2 (+1.6%) Segment Results: Domestic: 🔹 Revenue: $8.70B; UP +0.9% YoY 🔹 Comparable Sales: +1.1% YoY; Online +5.1% YoY 🔹 Gross Profit Rate: 23.4% vs. 23.5% prior International: 🔹 Revenue: $740M;"
X Link 2025-08-29T10:52Z [----] followers, [---] engagements
"$AVGO Broadcom Q3'25 Earnings Highlights 🔹 Revenue: $15.95B (Est. $15.84B) 🟢; UP +22% YoY 🔹 Adj. EPS: $1.69 (Est. $1.67) 🟢; UP +36% YoY 🔹 AI Revenue: $5.2B; UP +63% YoY Q4 Guidance: 🔹 AI Semiconductor Revenue: $6.2B (Est. $5.82B) 🟢 🔹 Revenue: $17.4B (Est. not provided); UP +24% YoY 🔹 Adj. EBITDA: 67% of revenue Q4 Segment: 🔹 Semiconductor Solutions Rev: $9.17B (Est. $9.10B) 🟢; UP +26% YoY 🔹 Infrastructure Software Rev: $6.79B; UP +17% YoY Other Metrics: 🔹 Adj. Net Income: $8.40B; UP +37% YoY 🔹 Adj. EBITDA: $10.70B; UP +30% YoY (67% margin) 🔹 Free Cash Flow: $7.02B; UP +47% YoY"
X Link 2025-09-04T20:58Z [----] followers, [---] engagements
"$ASML Q325 Earnings Highlights 🔹 Revenue: 7.52B (Est. 7.79B) 😑; +1% YoY 🔹 EPS: [----] (Est. 5.37) 🟢; +4% YoY 🔹 Gross Margin: 51.6% (Est. 51.3%) 🟢 🔹 Net Bookings: 5.40B (Est. 5.36B) 🟢; +105% YoY Guidance: 🔹 Q4 Revenue: 9.29.8B (Est. 9.48B) 🟡 🔹 Q4 Gross Margin: 51%53% (Est. 51%) 🟡 🔹 FY25: +15% YoY total net sales; 52% gross margin 🔹 FY26: Total net sales not below [----] Q3 Net System Sales Mix: 🔹 EUV 48% 🔹 ArFi 43% 🔹 ArF Dry 2% 🔹 KrF 4% 🔹 I-line 1% 🔹 Metrology & Inspection 2% End-Use Mix (Net System Sales): 🔹 Logic 69% 🔹 Memory 31% Ship-to Region Mix: 🔹 China 42% 🔹 Taiwan"
X Link 2025-10-15T08:38Z [----] followers, [---] engagements
"$RDDT Reddit Q325 Earnings Highlights 🔹 Revenue: $585M (Est. $548.9M) 🟢; UP +68% YoY 🔹 EPS (Diluted): $0.80 (Est. $0.51) 🟢 🔹 Adj EBITDA: $236M (Est. $195.6M) 🟢 🔹 Net Income: $162.7M (Est. $104.3M) 🟢 🔹 Daily Active Users: 116.0M (Est. 114.16M) 🟢; UP +19% YoY Guidance (Q425) 🔹 Revenue: $655M$665M (Est. $638M) 🟢 🔹 Adjusted EBITDA: $275M$285M (Est. $260M) 🟢 Other Metrics 🔹 GAAP Gross Margin: 91.0%; UP +90 bps YoY 🔹 Operating Cash Flow: $185M 🔹 Free Cash Flow*: $183M 🔹 Fully Diluted Shares: 206.1M (down Q/Q and YoY) CEO Commentary 🔸 [---] million people come here each week for"
X Link 2025-10-30T21:13Z [----] followers, [---] engagements
"$AAPL Apple Q425 Earnings Highlights 🔹 Revenue: $102.47B (Est. $102.19B) 🟢; UP +8% YoY 🔹 EPS: $1.85 (Est. $1.77) 🟢; UP +13% YoY 🔹 Greater China: $14.49B (Est. $16.43B) 🔴 🔹 Americas: $44.19B (Est. $44.45B) 🔴 Product revenue: 🔹 iPhone: $49.03B (Est. $50.1B) 🔴; UP +6.1% YoY 🔹 Mac: $8.73B (Est. $8.55B) 🟢 🔹 iPad: $6.95B (Est. $6.97B) 🔴 🔹 Wearables Home & Accessories: $9.01B (Est. $8.64B) 🟢 Segment 🔹 Products Revenue: $73.72B (Est. $73.49B) 🟢 🔹 Services Revenue: $28.75B (Est. $28.18B) 🟢 Other Metrics: 🔹 Cash Dividend Declared: $0.26/share 🔹 September quarter records for total"
X Link 2025-10-30T21:15Z [----] followers, [---] engagements
"$AMD Advanced Micro Devices Q325 Earnings Highlights 🔹 Revenue: $9.25B (Est. $8.74B) 🟢; UP +36% YoY; +20% QoQ 🔹 Adj. EPS: $1.20 (Est. $1.17) 🟢; UP +30% YoY 🔹 CapEx: $258M (Est. $220M) 🔴 Q425 Guidance 🔹 Revenue: $9.3B$9.9B (Est. $9.21B) 🟢; +25% YoY 🔹 Adj. Gross Margin: 54.5% (Est. 54.5%) 🟢 🔹 Outlook doesn't include China MI308 shipment revenue Segment Highlights 🔹 Data Center: $4.3B; UP +22% YoY (strong EPYC & Instinct demand) 🔹 Client + Gaming: $4.0B; UP +73% YoY (record Ryzen +181% Gaming) 🔹 Embedded: $857M; DOWN -8% YoY Other Metrics: 🔹 Adj. Operating Income: $2.24B (Est."
X Link 2025-11-04T21:45Z [----] followers, [---] engagements
"$SMCI Super Micro Computer Q126 Earnings Highlights 🔹 Revenue: $5.02B (Est. $6.09B) 🔴; DOWN -15% YoY 🔹 Adj. EPS: $0.35 (Est. $0.41) 🔴; DOWN -52% YoY 🔹 Adj. Gross Margin: 9.5% (Est. 9.63%) 🔴; DOWN [----] bps YoY Q226 Guidance 🔹 Revenue: $10B$11B (Est. $8.05B) 🟢 🔹 Adj. EPS: $0.46$0.54 (Est. $0.62) 🔴 FY26 Outlook 🔹 Net Sales: At least $36B (Prior: $33B) 🟢 CEO Commentary Charles Liang 🔸 Powered by DCBBS Supermicro is expanding into a leading AI and datacenter infrastructure company. 🔸 With a rapidly expanding order book including over $13B in Blackwell Ultra orders we expect at least"
X Link 2025-11-04T22:08Z [----] followers, [---] engagements
"10IPO [--] SpaceX - $1.5T [--] OpenAI - $830B [--] ByteDance - $480B [--] Anthropic - $230B [--] Databricks - $160B [--] Stripe - $120B [--] Revolut - $90B [--] Shein - $55B [--] Ripple - $50B [--] Canva - $50B Top [--] largest potential IPO's: [--] SpaceX - $1.5T [--] OpenAI - $830B [--] ByteDance - $480B [--] Anthropic - $230B [--] Databricks - $160B [--] Stripe - $120B [--] Revolut - $90B [--] Shein - $55B [--] Ripple - $50B [--] Canva - $50B Would you consider any of these https://t.co/xBXXCem2UP Top [--] largest potential IPO's: [--] SpaceX - $1.5T [--] OpenAI - $830B [--] ByteDance - $480B [--] Anthropic - $230B [--] Databricks - $160B [--] Stripe - $120B [--] Revolut"
X Link 2025-12-20T18:56Z [----] followers, [---] engagements
"Google $GOOGL - $80 Billion Waymo - $56 Billion SpaceX - $26 Billion Anthropic - $780 Million AST Spacemobile - $600 Million Planet Labs - $400 Million Apptronix Google $GOOGL currently owns - $80 Billion worth of Waymo - $56 Billion worth of SpaceX - $26 Billion worth of Anthropic - $780 Million worth of AST Spacemobile - $600 Million worth of Planet Labs - $400 Million worth of Apptronix https://t.co/oiAwrlmo7T Google $GOOGL currently owns - $80 Billion worth of Waymo - $56 Billion worth of SpaceX - $26 Billion worth of Anthropic - $780 Million worth of AST Spacemobile - $600 Million worth"
X Link 2025-12-31T03:28Z [----] followers, [---] engagements
"202615 [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% https://t.co/ihWkPOR06C HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% 6."
X Link 2026-02-07T20:00Z [----] followers, [---] engagements
"4.8%📉 $NOW ServiceNow [-----] 🔹 : $3.568B ( $3.53B) 🟢; +20.5% 🔹 EPS: $0.92 ( $0.89) 🟢 🔹 : $3.466B; +21% 🔹 cRPO: $12.85B; +25% 🔹 : +$5B ; $2B ASR 1: 🔹 : $3.650B-$3.655B : 🔹 : $15.53B-$15.57B 🔹 GAAP: 32% 🔹 : 36% $NOW ServiceNow Q425 Earnings Highlights 🔹 Revenue: $3.568B (Est. $3.53B) 🟢; UP +20.5% YoY 🔹 Adj. EPS: $0.92 (Est. $0.89) 🟢 🔹 Subscription: $3.466B; UP +21% YoY 🔹 cRPO: $12.85B; UP +25% YoY 🔹 Buyback: +$5B authorization; plans imminent $2B ASR Q1 Guide: 🔹 $NOW ServiceNow Q425 Earnings Highlights 🔹 Revenue: $3.568B (Est. $3.53B) 🟢; UP +20.5% YoY 🔹 Adj. EPS: $0.92"
X Link 2026-01-29T03:33Z [----] followers, [---] engagements
"22 2026/2027P/E Micron ( $MU ) +31.5% YTD: 10.4x (2026) Sandisk ( $SNDK ) +109.36% YTD: 14.6x (2026) 6.3x (2027) Samsung Electronics + 17.04% YTD: 5.1x (2026) 4.3x (2027) SK Hynix +22.6% YTD: 4.3x (2026) 3.4x (2027) Samsung/SK HynixMorgan StanleySandiskBernsteinMicronHSBC Sandisk/Samsung/SK Hynix Micron123MicronDRAMQoQ115125%dramexchange SamsungNAND100%MicronP/E6.9x-7.3x Samsung/SK Hynix 2027-2028 Memory Company Overview (February 2nd). Forward P/E Estimates for 2026/2027: Micron ( $MU ) +31.5% YTD: 10.4x (2026) Sandisk ( $SNDK ) +109.36% YTD: 14.6x (2026) 6.3x (2027) Samsung Electronics +"
X Link 2026-02-02T12:34Z [----] followers, [---] engagements
"22%📈 TERADYNE $TER 2025Q4 🔹 : $1.083B ( $969.33M) 🟢; +44%+41% 🔹 EPS: $1.80 ( $1.36) 🟢 🔹 : $883M ( $786M) 🟢 🔹 : $110M 🔹 : $89M 2026Q1: 🔹 : $1.15B$1.25B ( $942.3B) 🟢 🔹 EPS: $1.89$2.25 ( $1.25) 🟢 : 🔹 2025: $3.19B; +13% : 🔹 [--] (Q4): $0.12 🔹 (Q4): $183.437M 🔹 (12/31/25): $293.751M 🔹 (12/31/25): $200.0M 🔹 (Q4): $281.638M : 🔸 Q4Semi TestAI 🔸 2026AI TERADYNE $TER Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.083B (Est. $969.33M) 🟢; +44% YoY +41% QoQ 🔹 Adj. EPS: $1.80 (Est. $1.36) 🟢 🔹 Semiconductor Test Rev: $883M (Est. $786M) 🟢 🔹 Product Test Revenue: $110M 🔹 Robotics Revenue:"
X Link 2026-02-02T23:32Z [----] followers, [---] engagements
"9.5%📉 $QCOM 2026Q1 🔹 : $12.25B ( $12.21B) 🟢 🔹 EPS: $3.50 ( $3.41) 🟢 Q2 : 🔹 : $10.2B$11.0B ( $11.12B) 🔴 🔹 EPS: $2.45$2.65 ( $2.89) 🔴 🔹 🔹 FY29 $QCOM Q126 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.25B (Est. $12.21B) 🟢 🔹 Adj. EPS: $3.50 (Est. $3.41) 🟢 Q2 Guide: 🔹 Revenue: $10.2B$11.0B (Est. $11.12B) 🔴 🔹 Adj. EPS: $2.45$2.65 (Est. $2.89) 🔴 🔹 Near-term handsets outlook impacted by industry-wide memory supply https://t.co/nn3H5G17Wm $QCOM Q126 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.25B (Est. $12.21B) 🟢 🔹 Adj. EPS: $3.50 (Est. $3.41) 🟢 Q2 Guide: 🔹 Revenue: $10.2B$11.0B (Est. $11.12B) 🔴"
X Link 2026-02-04T21:18Z [----] followers, [---] engagements
"$GOOGL PT JPMorgan $385 $395 $GOOGL PT Barclays $315 $360 $GOOGL PT Canaccord $390 $415 $GOOGL PT KeyBanc $360 $370 $GOOGL PT Pivotal Research $400 $420 $GOOGL PT Piper Sandler $365 $395 $GOOGL PT raised to $395 from $385 at JPMorgan $GOOGL PT raised to $360 from $315 at Barclays $GOOGL PT raised to $415 from $390 at Canaccord $GOOGL PT raised to $370 from $360 at KeyBanc $GOOGL PT raised to $420 from $400 at Pivotal Research $GOOGL PT raised to $395 from $365 at $GOOGL PT raised to $395 from $385 at JPMorgan $GOOGL PT raised to $360 from $315 at Barclays $GOOGL PT raised to $415 from $390 at"
X Link 2026-02-05T19:21Z [----] followers, [---] engagements
"35% Memory Supercycle _ 10% Samsung Electronics 10% Sk Hynix 10% $MU 5% $SNDK 25% Digital Asset exposure _ 10% $IBIT 5% $COIN 5% $HOOD 2.5% $CRCL 2.5% $SOL 15% Fintech/Advertising 5% $RDDT 5% $ETOR 5% $TTD 15% Datacenter - 10% $NBIS 5% $CRDO 10% Semi _ 5% $INTC 5% $TSM 10% Photonics 5% $LITE 2.5% $AXTI 2.5% $COHR 5% Hedge/Cash 5% Hedge (Eg. $VIX or $QQQ Puts especially around now) 10% Small Cap Moonshots 2.5% $VPG 2.5% $LPTH 1.5% $VLN 1.5% $AIRO 1% $OSS .5% $DPRO .5% $CPSH : 1.25x 1.5x: - Swing Trades (eg. $GLXY) $AEHRUnimicron + AI CryptoGoogleMetaMSFT $POET Portfolio weightings is my most"
X Link 2026-02-07T23:21Z [----] followers, [---] engagements
"$MERI FactSet US Tech Top [--] Index [----] GX US [--] ETF 12%🚀🚀🚀 $MELI 2024Q4 e&✨ 11.5%🚀 🔸FY24 Q4 EPS: 12.61(7.56) : 60.6(59.4) 📈: +37% Y/Y 🔸(Q4) https://t.co/4bDFqiQPNm $MELI 2024Q4 e&✨ 11.5%🚀 🔸FY24 Q4 EPS: 12.61(7.56) : 60.6(59.4) 📈: +37% Y/Y 🔸(Q4) https://t.co/4bDFqiQPNm"
X Link 2025-02-20T23:51Z [----] followers, [---] engagements
"OneMedNetPalantir $PLTRAI OneMedNet CEO PalantirAIP NEWS: OneMedNet Selects Palantir $PLTR to Advance Healthcare Al and Data Analytics OneMedNet CEO: Palantirs AIP helps us revolutionize our ability to deliver high-quality regulatory-compliant data at remarkable speed https://t.co/faB5BScrFR NEWS: OneMedNet Selects Palantir $PLTR to Advance Healthcare Al and Data Analytics OneMedNet CEO: Palantirs AIP helps us revolutionize our ability to deliver high-quality regulatory-compliant data at remarkable speed https://t.co/faB5BScrFR"
X Link 2025-10-06T14:52Z [----] followers, [---] engagements
"OneMedNetAI$PLTR Palantir teaming up with OneMedNet to reshape healthcare analytics. The company keeps showing that its software scales across every mission that counts. Another proof point that AI adoption is moving from pilots to production. $PLTR Palantir teaming up with OneMedNet to reshape healthcare analytics. The company keeps showing that its software scales across every mission that counts. Another proof point that AI adoption is moving from pilots to production. $PLTR"
X Link 2025-10-07T02:43Z [----] followers, [---] engagements
"2030AI $MSTFT Azure: [----] $ORCL Oracle: [----] $CRWV CoreWeave: [---] $GOOD Google: [---] $AMZN AWS: [---] $NBIS Nebius: [---] : [----] Investment bank Raymond James predicts the revenues of the main AI clouds through 2030: $MSTFT Azure: $128B $ORCL Oracle: $121B $CRWV CoreWeave: $38B $GOOD Google: $26B $AMZN AWS: $25B $NBIS Nebius: $12B Total: $350B https://t.co/TtIl78l1JN Investment bank Raymond James predicts the revenues of the main AI clouds through 2030: $MSTFT Azure: $128B $ORCL Oracle: $121B $CRWV CoreWeave: $38B $GOOD Google: $26B $AMZN AWS: $25B $NBIS Nebius: $12B Total: $350B"
X Link 2025-10-25T13:28Z [----] followers, [---] engagements
"$MRVL Q3'26 🔹 : $2.08B ( $2.07B) 🟢; +37% 🔹 EPS (non-GAAP): $0.76 ( $0.74) 🟢 : 🔹 Q4'26 : $2.20B ( $2.17B) 🟢 🔹 Q4'26 EPS (non-GAAP): $0.74$0.84 ( $0.77) 🟡 : 🔹 (): $2.075B; 🔹 (non-GAAP): 59.7% 🔹 (non-GAAP): $655.0M 🔹 : $582.3M : 🔸 CEO Matt Murphy: Marvell3207500 🔸 40% 🔸 Celestial AI325000AIPhotonic Fabric $MRVL Q3'26 Earnings Highlights 🔹 Revenue: $2.08B (Est. $2.07B) 🟢; UP +37% YoY 🔹 EPS (non-GAAP): $0.76 (Est. $0.74) 🟢 Guidance: 🔹 Q4'26 Revenue: $2.20B (Est. $2.17B) 🟢 🔹 Q4'26 EPS (non-GAAP): $0.74$0.84 (Est. $0.77) 🟡 Other Metrics: 🔹 Net Revenue (company reported):"
X Link 2025-12-03T00:07Z [----] followers, [---] engagements
"$MRVL Marvell AWS Tranium [--] [--] Alchip [----] XPU 20% Amazon Tranium 2/Kuiper The Information Microsoft Marvell Broadcom $MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium [--] and [--] designs to Alchip which they see behind the slowdown to 20% XPU growth in [----] and Amazon revenue leaning on Tranium 2/Kuiper rather than new wins. The Information also https://t.co/wDLaaoQ38e $MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium [--] and [--] designs to Alchip which they see behind the slowdown to 20% XPU growth in"
X Link 2025-12-08T12:49Z [----] followers, [---] engagements
". S&P 50045% 2.8%AI $FLNC $CEG $BEP $ET $SEI $NEE This is just insane. Information technology now makes up 45% of the S&P [---] Energy on the other hand makes up just 2.8% of the index despite being the real bottleneck in AI development. There is a massive opportunity in energy. $FLNC $CEG $BEP $ET $SEI $NEE https://t.co/MugotIXqZw This is just insane. Information technology now makes up 45% of the S&P [---] Energy on the other hand makes up just 2.8% of the index despite being the real bottleneck in AI development. There is a massive opportunity in energy. $FLNC $CEG $BEP $ET $SEI $NEE"
X Link 2025-12-09T12:06Z [----] followers, [---] engagements
"P/C 430.92$SPX $CPC $SPY $ES_F $QQQ $NYA $VIX $NVDA $AAPL $SMH"
X Link 2025-12-15T22:16Z [----] followers, [---] engagements
"5 Chase $JPM: $360B of America $BAC: $304B $C: $214B 4.Wells Fargo $WFC: $183B 5.Goldman Sachs $GS: $124B http://3.Citi http://2.Bank http://1.JPMorgan Top [--] U.S. banks by net assets: https://t.co/KIO5UXl6c0 Chase $JPM: $360B https://t.co/0A4pEDO17Q of America $BAC: $304B https://t.co/iIcNXbnjTR $C: $214B 4.Wells Fargo $WFC: $183B 5.Goldman Sachs $GS: $124B https://t.co/Tbnnpzv2qO http://3.Citi http://2.Bank http://1.JPMorgan Top [--] U.S. banks by net assets: https://t.co/KIO5UXl6c0 Chase $JPM: $360B https://t.co/0A4pEDO17Q of America $BAC: $304B https://t.co/iIcNXbnjTR $C: $214B 4.Wells Fargo"
X Link 2026-01-14T14:05Z [----] followers, [---] engagements
"TLDR: $MU SK/ HBM4/: $VECO ($2B) - $PLAB ($2.1B) - $ADEA ($2.18B) - $ACLS ($2.9B) - $FORM ($6.43B) -HBM $ONTO ($10.6B) - $AMKR ($13.1B) - $RMBS ($13.55B) -IP $MKSI ($14.9B) - $TER $KLAC $SMTC $MTSI Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing https://t.co/dYDJ5scXEM Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and"
X Link 2026-01-22T22:33Z [----] followers, [---] engagements
"1.8%📈 $MA Mastercard [-----] 🔹 : $8.8B ( $8.78B) 🟢; +18% 🔹 EPS: $4.76 ( $4.25) 🟢; +25% 🔹 : $2.8T; +7% 🔹 : +14% 🔹 : +10% 🔹 : $3.9B; +10% : 🔹 : 640$3.6B (4) 🔹 : $684M (4) 🔹 : $16.7B (126) : 🔸 2025Mastercard16% $MA Mastercard Q425 Earnings Highlights 🔹 Revenue: $8.8B (Est. $8.78B) 🟢; +18% YoY 🔹 Adj. EPS: $4.76 (Est. $4.25) 🟢; +25% YoY 🔹 Gross Dollar Volume: $2.8T; +7% 🔹 Cross-border Volume: +14% 🔹 Switched Transactions: +10% 🔹 Operating Expenses: $3.9B; +10% YoY Capital $MA Mastercard Q425 Earnings Highlights 🔹 Revenue: $8.8B (Est. $8.78B) 🟢; +18% YoY 🔹 Adj. EPS: $4.76"
X Link 2026-01-29T13:24Z [----] followers, [---] engagements
"13%📈 SANDISK $SNDK 2026Q2 🔹 : $3.025B ( $2.67B) 🟢; +61% 🔹 EPS: $6.20 ( $3.49) 🟢; +404% 🔹 : 51.1%; +18.6 ppt 🔹 : $440M; +76% Q3 : 🔹 : $4.4B$4.8B ( $2.92B) 🟢 🔹 EPS: $12.00$14.00 ( $4.21) 🟢 🔹 Non-GAAP: 65.0%67.0% 🔹 Non-GAAP: $450M$470M 🔹 Non-GAAP: $25M$30M 🔹 Non-GAAP: $325M$375M 🔹 : 157M : 🔹 : $440M; +76% ; +64% 🔹 : $1678M; +63% ; +21% 🔹 : $907M; +52% ; +39% Non-GAAP: 🔹 : $967M; +443% ; +434% 🔹 : $413M; +10% ; -7% : 🔸 SSD 🔸 🔸 64%AI SANDISK $SNDK Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.025B (Est. $2.67B) 🟢; UP +61% YoY 🔹 EPS: $6.20 (Est. $3.49) 🟢; UP +404% YoY 🔹 Adj"
X Link 2026-01-29T21:20Z [----] followers, [---] engagements
"JANUARY IS NOW OVER FOR THE STOCK MARKET 20261S&P [---] 🥇 Sandisk $SNDK +143%🟢 🥈 Moderna $MRNA +49%🟢 🥉 Seagate $STX +48%🟢 Micron $MU +45%🟢 Western Digital $WDC +45%🟢 Lam Research $LRCX +36%🟢 Lockheed Martin $LMT +31%🟢 Bunge $BG +28%🟢 Schlumberger $SLB +26%🟢 Intel $INTC +26%🟢 JANUARY IS NOW OVER FOR THE STOCK MARKET Here are the best-performing stocks in the S&P [---] through the first month of [----] 🥇 Sandisk $SNDK +143%🟢 🥈 Moderna $MRNA +49%🟢 🥉 Seagate $STX +48%🟢 Micron $MU +45%🟢 Western Digital $WDC +45%🟢 Lam Research $LRCX +36%🟢 Lockheed JANUARY IS NOW OVER FOR THE STOCK"
X Link 2026-01-31T14:55Z [----] followers, [---] engagements
"FRB FRBFOMC [----] WARSH MOVE UNLIKELY TO CHANGE FED POLICY Economists say Kevin Warshs expected appointment as Fed chair is unlikely to alter monetary policy this year since decisions rest with the FOMC. Barclays and Morgan Stanley both expect limited scope for rate cuts due to strong growth WARSH MOVE UNLIKELY TO CHANGE FED POLICY Economists say Kevin Warshs expected appointment as Fed chair is unlikely to alter monetary policy this year since decisions rest with the FOMC. Barclays and Morgan Stanley both expect limited scope for rate cuts due to strong growth"
X Link 2026-02-02T13:17Z [----] followers, [---] engagements
"9%📈 $LITE [-----] 🔹 : [-----] ( 64672) 🟢 🔹 EPS: [----] ( 1.39) 🟢 3: 🔹 EPS: 2.152.35 ( 1.60) 🟢 🔹 : [----------] ( 7640) 🟢 $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa $LITE Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $665.5M (Est. $646.72M) 🟢 🔹 EPS: $1.67 (Est. $1.39) 🟢 Q3 Guide: 🔹 EPS: $2.15$2.35 (Est. $1.60) 🟢 🔹 Revenue: $780M$830M (Est. $706.4M) 🟢 https://t.co/FV2yUp8aIa"
X Link 2026-02-03T22:31Z [----] followers, [---] engagements
"1. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% [--]. Meta $META: -4% [--]. IBM $IBM: -4% [--]. Alphabet $GOOGL: -3% 100-2.2% BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran: [--]. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% [--]. BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and"
X Link 2026-02-04T21:04Z [----] followers, [---] engagements
"11📉 $COHR Q226 🔹 : $1.69B ( $1.64B) 🟢; +17% 🔹 EPS: $1.29 ( $1.21) 🟢; +35% 🔹 : 39.0%; +77 bps Q3 : 🔹 : $1.70B$1.84B ( $1.71B) 🟡 🔹 EPS: $1.28$1.48 ( $1.32) 🟡 🔹 : 38.5%40.5% 🔹 OpEx: $320M$340M 🔹 : 18%20% : 🔹 & : 🔹 : : 🔹 Q2 : +22% & 🔹 : Q3 $5M : 🔹 : $336M; +26.8% 🔹 : 19.9%; +147 bps 🔹 : $248M; +34.3% : 🔸 [--------] 🔸 https://twitter.com/i/web/status/2019159768548712865 https://twitter.com/i/web/status/2019159768548712865"
X Link 2026-02-04T21:22Z [----] followers, [---] engagements
"8%📉 $ARM [-----] 🔹 : $1.242B ( $1.22B) 🟢; +26% 🔹 EPS: $0.43 ( $0.32) 🟢; +10% 🔹 : $737M; +27% 🔹 & : $505M; +25% 4: 🔹 : $1.47B ( $1.44B) 🟡 🔹 EPS: $0.58 ( $0.57)🟡 🔹 Non-GAAP OpEx: $745M : 🔹 ACV: $1.620B; +28% 🔹 RPO: $2.148B; -8% 🔹 Arm Total Access: [--] 🔹 Arm Flexible Access: [---] (Non-GAAP): 🔹 : 40.7%; -500bps 🔹 : $505M; +14% 🔹 : $365M; -14% 🔹 Non-GAAP FCF: $169M; -52% 🔹 + : $3.542B : 🔸 Arm3 🔸 26%124000 [---] 🔸 ArmAI $ARM Q326 Earnings Highlights 🔹 Revenue: $1.242B (Est. $1.22B) 🟢; +26% YoY 🔹 Adj. EPS: $0.43 (Est. $0.32) 🟢; +10% YoY 🔹 Royalty: $737M; +27% YoY 🔹 License &"
X Link 2026-02-04T21:36Z [----] followers, [---] engagements
"Qualcomm $QCOMCEO Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of the handset industry https://t.co/mGdAHMvInn Qualcomm $QCOM CEO Cristiano Amon said today: Industrywide memory shortages and price increases are likely to define the overall scale of the handset industry https://t.co/mGdAHMvInn"
X Link 2026-02-05T03:13Z [----] followers, [---] engagements
"10%📉 AMAZON $AMZN Q425 🔹 : $213.39B ( $211.49B) 🟢; +14% 🔹 EPS: $1.95 ( $1.96) 🔴 🔹 AWS: $35.6B ( $34.8B) 🟢; +24% 🔹 OI: $25.0B ( $24.8B) 🟢 🔸FY26 : $200B ( $147B) Q1 : 🔹 : $173.5B$178.5B ( $175.5B) 🟢; +11% +15%; [---] bps 🔹 : $16.5B$21.5B; Q1 $18.4B : 🔹 : $127.1B ( $127.2B) 🔴; +10% 🔹 : $50.7B ( $49.7B) 🟢; +17% 🔹 OI: $11.5B; Q4 $9.3B 🔹 OI: $1.0B; Q4 $1.3B 🔹 AWS OI: $12.5B; Q4 $10.6B : 🔹 : 11.7% ( 11.7%) 🟡 🔹 : $1.1B ( + )$730M ()$610M (); : $27.4B 🔹 TTM : $139.5B; +20% 🔹 TTM : $11.2B; (TTM $38.2B ) : 🔸 AWS 24%1322%3 🔸 .2026Amazon2000 AMAZON $AMZN Q425 EARNINGS HIGHLIGHTS"
X Link 2026-02-06T01:45Z [----] followers, [---] engagements
"2026AI 2026CAPEX $200 Billion - Amazon $AMZN $180 Billion - Google $GOOGL $125 Billion - Meta Platforms $META $117.5 Billion - Microsoft $MSFT [---] - $TSLA [---] - Apple $AAPL Big tech plans to spend BIG on AI in [----] Heres how much big tech plans to spend on CAPEX in [----] $200 Billion - Amazon $AMZN $180 Billion - Google $GOOGL $125 Billion - Meta Platforms $META $117.5 Billion - Microsoft $MSFT $20 Billion - Tesla $TSLA $13 Billion - Apple $AAPL https://t.co/7BCajS979C Big tech plans to spend BIG on AI in [----] Heres how much big tech plans to spend on CAPEX in [----] $200 Billion - Amazon $AMZN"
X Link 2026-02-06T10:45Z [----] followers, [---] engagements
"P/C0.95VIX25%$SPX7 [--] $SPX $QQQ $NYA $IWM $IGV $SMH $CPC $VIX $VVIX"
X Link 2026-02-06T12:44Z [----] followers, [---] engagements
"F*%k $COMPQ [----] $NYA AI $SPX $QQQ $SPY $NDX https://twitter.com/i/web/status/2019909942132847100 https://twitter.com/i/web/status/2019909942132847100"
X Link 2026-02-06T23:03Z [----] followers, [---] engagements
"$TSM$MU [--] AITSMCAINvidiaAMDBroadcom 1= $TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU AI is eating everything and TSMC is the kitchen where all the AI chips are cooked Nvidia AMD Broadcom hyperscalers One stock = One broad exposure to the biggest trend of our lifetime $TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU AI is eating everything and TSMC is the kitchen where all the AI chips are cooked Nvidia AMD Broadcom hyperscalers One stock = One broad exposure to the biggest trend of our lifetime"
X Link 2026-02-08T04:01Z [----] followers, [---] engagements
"21GOLD $GLD $NUGT $GDX $BTC $SPX $ETH"
X Link 2026-02-08T20:19Z [----] followers, [---] engagements
"* NVIDIA12HBM43SK hynix50%Samsung Electronics20%Micron20% ** SemiAnalysis * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to SemiAnalysiss estimates. * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to"
X Link 2026-02-09T03:47Z [----] followers, [---] engagements
"$MU AI $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage. $MU This is stupid. Even if Samsung is approved theres literally not enough memory and every bit of memory that can be created. Will be sold to facilitate the build out of AI. Total and complete garbage"
X Link 2026-02-09T14:45Z [----] followers, [---] engagements
"$TSM ✅ [---] [---] TSMCCo-Packaged OpticsCOUPE PlatformSilicon Photonics $TSM ✅ $1.5T Market Cap $2.0T Incoming Don't sleep on TSMC's Co-Packaged Optics and COUPE Platform. Silicon Photonics Incoming. $TSM ✅ $1.5T Market Cap $2.0T Incoming Don't sleep on TSMC's Co-Packaged Optics and COUPE Platform. Silicon Photonics Incoming"
X Link 2026-02-09T22:49Z [----] followers, [---] engagements
"$SNDK $WDC $STX [--] EMA $MU [--] EMA [--] Memory stocks update $SNDK $WDC $STX still holding [--] EMA $MU still holding [--] EMA Considering the demand all [--] are cheap in terms of the valuation. Memory stocks update $SNDK $WDC $STX still holding [--] EMA $MU still holding [--] EMA Considering the demand all [--] are cheap in terms of the valuation"
X Link 2026-02-10T05:12Z [----] followers, [---] engagements
"$TSMTSMC Global300600 $TSM said it approved a capital injection of up to $30B into TSMC Global and also authorized issuing up to NT$60B of unsecured corporate bonds. https://t.co/Pr9irgO4X7 $TSM said it approved a capital injection of up to $30B into TSMC Global and also authorized issuing up to NT$60B of unsecured corporate bonds. https://t.co/Pr9irgO4X7"
X Link 2026-02-10T10:06Z [----] followers, [---] engagements
"13%📈 SPOTIFY $SPOT [--] 🔹 4.53BEst. 4.52B 🟢; +7% 🔹 EPS: 4.43Est. [----] 🟢 🔹 MAUs: 751M (Est. 745.24M) 🟢; +11% 🔹 : 290M; 10% 🔹 OI: 701M; +47% Q1 🔹 MAUs: 759MEst. 752.45M 🟢 🔹 4.5BEst. 4.57B 🟡 🔹 : 293M 🔹 : 32.8% 🔹 660M 🔹 : 33.1% 🔹 834M : 🔹 1174M 🔹 : 5258M 🔹 [---------------] SPOTIFY $SPOT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: 4.53B (Est. 4.52B) 🟢; +7% YoY 🔹 EPS: [----] (Est. 2.85) 🟢 🔹 MAUs: 751M (Est. 745.24M) 🟢; +11% YoY 🔹 Premium Subs: 290M; +10% YoY 🔹 OI: 701M; +47% YoY Q1 Guide: 🔹 MAUs: 759M (Est. 752.45M) 🟢 🔹 Revenue: https://t.co/98iLSGC8Ry SPOTIFY $SPOT Q425 EARNINGS"
X Link 2026-02-10T11:17Z [----] followers, [---] engagements
"$MU Lynx Equity$AMD$MU $NVDA$MU 1) MUHBM4NVDA2) MUHBM4NVDA MU12MUNVDAHBM43HBMTSM Quite positive on $MU Lynx Equity analyst who was the only anlayst to nail $AMD into the print out defending $MU saying their is NO CHANGE to $MU traction at $NVDA . Lets dispel a myth circulating on blogs: According to our latest checks 1) MU has shipped HBM4 in sample Quite positive on $MU Lynx Equity analyst who was the only anlayst to nail $AMD into the print out defending $MU saying their is NO CHANGE to $MU traction at $NVDA . Lets dispel a myth circulating on blogs: According to our latest checks 1) MU has"
X Link 2026-02-10T15:12Z [----] followers, [---] engagements
"$MU Wolfe Research Auto Auto Tech and Semiconductor Conference 2/11/2026 8:50AM EST http://event.summitcast.com/view/XvvWjfWVd Would expect Micron $MU to address any/ all bs rumors tomorrow AM at the Wolfe Research Auto Auto Tech and Semiconductor Conference Presenting at: 2/11/2026 8:50AM EST https://t.co/DaZ2DwInDy http://event.summitcast.com/view/XvvWjfWVd Would expect Micron $MU to address any/ all bs rumors tomorrow AM at the Wolfe Research Auto Auto Tech and Semiconductor Conference Presenting at: 2/11/2026 8:50AM EST https://t.co/DaZ2DwInDy"
X Link 2026-02-10T15:12Z [----] followers, [----] engagements
"10%📉 $APP [--] $1.66B $1.61B EPS $3.24 $2.94 EBITDA $1.4B $1.3B Q1 [----] EBITDA $15B $1.4B $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ"
X Link 2026-02-11T21:10Z [----] followers, [----] engagements
"$APP 20254Q 🔹 : $1.66B ( $1.61B) 🟡; +66% 🔹 EPS: $3.24 ( $2.96) 🟢 🔹 EBITDA: $1.399B ( $1.3B) 🟡; +82% Q1: 🔹 : $1.745B$1.775B ( $1.7B) 🟡 🔹 EBITDA: $1.465B$1.495B ( $1.4B) 🟡 🔹 EBITDA: 84% : 🔹 : $1.102B; +84% 🔹 : $1.31B : 🔹 /: 0.8M$481.7M (Q4); 6.4M$2.58B (FY25) 🔹 : 338M (A + B; Q4) $APP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.66B (Est. $1.61B) 🟡; +66% YoY 🔹 EPS: $3.24 (Est. $2.96) 🟢 🔹 Adj. EBITDA: $1.399B (Est. $1.3B) 🟡; +82% YoY Q1 Guide: 🔹 Revenue: $1.745B$1.775B (Est. $1.7B) 🟡 🔹 Adj. EBITDA: $1.465B$1.495B (Est. $1.4B) 🟡 🔹 Adj. EBITDA https://t.co/M6iyMvrE4P $APP Q425"
X Link 2026-02-11T21:14Z [----] followers, [----] engagements
"/ [--] $MU $TSM $NVDA $SOXX Being bearish on semis the next few weeks/months is going to continue being a very expensive lesson for many Look around there is a bull party happening outside of the [--] tickers you became so used to seeing on here $MU $TSM $NVDA $SOXX Being bearish on semis the next few weeks/months is going to continue being a very expensive lesson for many Look around there is a bull party happening outside of the [--] tickers you became so used to seeing on here $MU $TSM $NVDA $SOXX"
X Link 2026-02-11T21:21Z [----] followers, [---] engagements
"4%📉 $CSCO [-----] 🔹 153151.1🟢+10% 🔹 EPS1.041.02🟢 [--] 🔹 154156152.1🟢 🔹 EPS1.021.041.03🟡 [----] 🔹 612617607.7🟢602610 🔹 EPS4.134.174.13🟡4.084.14 🔹 +18%20% 🔹 AI21 🔸 18%20% 🔸 AI21 $CSCO Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.3B (Est. $15.11B) 🟢; +10% YoY 🔹 Adj. EPS: $1.04 (Est. $1.02) 🟢 Q3 Guide: 🔹 Revenue: $15.4B$15.6B (Est. $15.21B) 🟢 🔹 Adj. EPS: $1.02$1.04 (Est. $1.03) 🟡 FY26 Guide (Raised vs Prior): 🔹 Revenue: $61.2B$61.7B (Est. https://t.co/GI1SI7y7MI $CSCO Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.3B (Est. $15.11B) 🟢; +10% YoY 🔹 Adj. EPS: $1.04 (Est. $1.02) 🟢 Q3 Guide:"
X Link 2026-02-11T21:25Z [----] followers, [---] engagements
"$TSM $MU $NVDA 😌"
X Link 2026-02-11T21:45Z [----] followers, [---] engagements
"🐂⛳ $SNDK Oh you thought the data storage rally was over 🐂⛳ $SNDK https://t.co/mCRWMkaOzW Oh you thought the data storage rally was over 🐂⛳ $SNDK https://t.co/mCRWMkaOzW"
X Link 2026-02-11T22:05Z [----] followers, [---] engagements
"$MU [----] Micron $MU All these chips need memory and this bottleneck will last into [----] inshaAllah. Micron is positioned to gain the most here. $MU All these chips need memory and this bottleneck will last into [----] inshaAllah. Micron is positioned to gain the most here"
X Link 2026-02-11T23:36Z [----] followers, [---] engagements
"$MU CFOHBM4560 $MU huge gap-up and run on heavy volume. CFO's comment about strong demand and HBM4 production clearly countered rumors about overcapacity. AND they now guide even higher. technically [---] incoming on great earnings. https://t.co/i9Q4krASUd $MU huge gap-up and run on heavy volume. CFO's comment about strong demand and HBM4 production clearly countered rumors about overcapacity. AND they now guide even higher. technically [---] incoming on great earnings. https://t.co/i9Q4krASUd"
X Link 2026-02-12T01:34Z [----] followers, [---] engagements
"$SNDK () MA10EMA $SNDK (long) Popping back above all MAs which was good to see after the close below 10ema yesterday. Still riding a piece See if we can get that blow off top https://t.co/yXzo09ygbE $SNDK (long) Popping back above all MAs which was good to see after the close below 10ema yesterday. Still riding a piece See if we can get that blow off top https://t.co/yXzo09ygbE"
X Link 2026-02-12T02:11Z [----] followers, [---] engagements
"$MU +12% + AH HBM4 $MU +12% (Intra-day + AH) This was the HBM4 insight and conviction you needed. I've been sharing it since last week. Choose your notifications wisely. $MU +12% (Intra-day + AH) This was the HBM4 insight and conviction you needed. I've been sharing it since last week. Choose your notifications wisely"
X Link 2026-02-12T02:11Z [----] followers, [---] engagements
"$MU $415 $500 $MU $415. $500: Inevitable. Don't be a victim of fear. https://t.co/H37eJfJfXx $MU $415. $500: Inevitable. Don't be a victim of fear. https://t.co/H37eJfJfXx"
X Link 2026-02-12T02:13Z [----] followers, [---] engagements
"$APPAI Wait till they find out that $APP is pure-play play AI. Wait till they find out that $APP is pure-play play AI"
X Link 2026-02-13T05:39Z [----] followers, [---] engagements
"$MU - 2026HBMAI300 $SNDK - Western Digital16002026AINAND $WDC - HDD63AI $STX - AI35 $MU - Memory supercycle with [----] HBM capacity fully booked and 300%+ earnings growth expected as AI-driven demand collides with tight supply. $SNDK - Up 1600% post-spinoff from Western Digital riding the severe NAND shortage with AI data center demand accelerating through $MU - Memory supercycle with [----] HBM capacity fully booked and 300%+ earnings growth expected as AI-driven demand collides with tight supply. $SNDK - Up 1600% post-spinoff from Western Digital riding the severe NAND shortage with AI data"
X Link 2026-02-01T23:48Z [----] followers, [----] engagements
"9.6%📈 $LLY [-----] 🔹 : $19.29B ( $18.01B) 🟢; +43% 🔹 EPS: $7.54 ( $6.99) 🟢; +42% 🔹 Mounjaro: $7.41B ( $6.7B) 🟢; +110% 🔹 Zepbound: $4.26B ( $3.8B) 🟢; +123% FY26 : 🔹 : $80.00B$83.00B ( $77.7B) 🟢 🔹 EPS: $33.50$35.00 ( $33.24) 🟢 : 🔹 : 82.50% 🔹 Non-GAAP : 83.20% 🔹 R&D : $3.80B 🔹 : $3.10B : 🔸 2026800830GAAP EPS33.5035.00 🔸 20254MounjaroZepbound19343% $LLY Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $19.29B (Est. $18.01B) 🟢; +43% YoY 🔹 Adj. EPS: $7.54 (Est. $6.99) 🟢; +42% YoY 🔹 Mounjaro: $7.41B (Est. $6.7B) 🟢; +110% YoY 🔹 Zepbound: $4.26B (Est. $3.8B) 🟢; +123% YoY FY26 Guide: 🔹"
X Link 2026-02-04T13:12Z [----] followers, [---] engagements
"1%📉 $GOOGL Alphabet [-----] 🔹 : $113.83B ( $111.4B) 🟢; +18% 🔹 EPS: $2.82; +31% 🔹 OI: $35.93B ( $36.95B) 🔴; +16% 🔸 FY26 Capex: $175B$185B ( $119.5B) 🟢 : 🔹 Google Cloud: $17.66B ( $16.2B) 🟢; +48% 🔹 Services: $95.86B ( $94.9B) 🟢; +14% 🔹 Advertising: $82.28B ( $80.89B) 🟢; +14% 🔹 Search & Other: $63.07B ( $61.37B) 🟢; +17% 🔹 YouTube Ads: $11.38B ( $11.78B) 🔴; +9% : 🔹 Revenue ex-TAC: $97.23B ( $95.17B) 🟢; +19% 🔹 Total TAC: $16.60B; +12% 🔹 Employees: 190820; +4% : 🔹 : $34.46B; +30% 🔹 : 31.6% 🔹 : $52.40B; +34% 🔹 Capex (): $27.85B; +95% 🔹 : $24.55B : 🔸 Alphabet4000 🔸"
X Link 2026-02-04T21:25Z [----] followers, [---] engagements
"2 35% $XLK 39% $XLC [--] of the most oversold sectors are Technology and Communications 35% of Technology stocks are oversold $XLK 39% of Communications stocks are oversold $XLC Wen bounce https://t.co/fpeXnqr1aY [--] of the most oversold sectors are Technology and Communications 35% of Technology stocks are oversold $XLK 39% of Communications stocks are oversold $XLC Wen bounce https://t.co/fpeXnqr1aY"
X Link 2026-02-06T12:29Z [----] followers, [---] engagements
"4.6%📉 $ON 2025Q4 🔹 : $1.53B ( $1.53B) 🟡 🔹 EPS: $0.64 ( $0.62) 🟢 🔹 : 38.2% 🔹 : 19.8% Q1 : 🔹 : $1.435B$1.535B ( $1.51B) 🟡 🔹 EPS: $0.56$0.66 ( $0.62) 🟡 🔹 Non-GAAP : 37.5%39.5% : 🔹 FY25 : $1.4B; 24% FCF 🔹 FY25 : $1.8B 🔹 FY25 : $5.995B : 🔹 : FY25 $1.4B 🔹 : 3$6B : 🔸 [--] 🔸 2025$14100% $ON Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.53B (Est. $1.53B) 🟡 🔹 Adj. EPS: $0.64 (Est. $0.62) 🟢 🔹 Adj Gross Margin: 38.2% 🔹 Adj Operating Margin: 19.8% Q1 Guide: 🔹 Revenue: $1.435B$1.535B (Est. $1.51B) 🟡 🔹 Adj. EPS: $0.56$0.66 (Est. $0.62) 🟡 🔹 Non-GAAP Gross https://t.co/HpZAEaJ2lX $ON Q425"
X Link 2026-02-09T22:15Z [----] followers, [---] engagements
"$CRDO: 2027$210 $CRDO2026AICredoAIAI 12+100%56 $CRDO: $210 by mid-2027. $CRDO sits right at the center of what I believe will be one of the most powerful investment themes of 2026: the AI infrastructure boom. This is a classic pick-and-shovel businessCredo doesnt need to guess which AI model wins it just supplies the https://t.co/aYog5Gcksy $CRDO: $210 by mid-2027. $CRDO sits right at the center of what I believe will be one of the most powerful investment themes of 2026: the AI infrastructure boom. This is a classic pick-and-shovel businessCredo doesnt need to guess which AI model wins it"
X Link 2026-02-11T06:47Z [----] followers, [---] engagements
"$MCD [-----] 🔹 : $7.01B ( $6.81B) 🟢; +10% 🔹 EPS: $3.03 ( $3.03) 🟡; $2.80 🔹 : +5.7% ( +3.76%) 🟢 🔹 : +6.8% ( +5.05%) 🟢 🔹 : $3.16B; +10% : 🔹 : +5.2% ( +3.31%) 🟢 🔹 : +4.5% ( +2.43%) 🟢 🔹 : +7% $139B 🔹 : $37B; +20% 🔹 90: 210M; +19% : 🔹 EPS: $3.12 ( $3.04) 🟢 🔹 : 1$1.86 (+5%) : 🔸 🔸 $MCD Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.01B (Est. $6.81B) 🟢; +10% YoY 🔹 EPS: $3.03 (Est. $3.03) 🟡; vs. $2.80 YoY 🔹 Comparable Sales: +5.7% (Est. +3.76%) 🟢 🔹 U.S. Comparable Sales: +6.8% (Est. +5.05%) 🟢 🔹 Operating Income: $3.16B; +10% YoY Other Metrics: 🔹 Intl https://t.co/oJmDnwy8Sr $MCD"
X Link 2026-02-11T21:22Z [----] followers, [----] engagements
"4%📉 $HUBS [-----] 🔹 : $846.7M ( $830.61M) 🟢; +20% 🔹 EPS: $3.10 ( $2.99) 🟢 🔹 : $829.0M; +21% 🔹 : 288706; +16% FY: 🔹 : $3.69B$3.70B ( $3.61B) 🟢 🔹 EPS: $12.38$12.46 ( $11.46) 🟢 🔹 Non-GAAP: $736M$740M; 20% Q1: 🔹 : $862.0M$863.0M; +21% 🔹 EPS: $2.46$2.48 🔹 Non-GAAP: $144.0M$145.0M; 17% : 🔹 Non-GAAP: 22.6% 🔹 : $971.4M; +27% 🔹 1: $11683; +3% 🔹 +: $1.8B (20251231) 🔹 Non-GAAP: $209.4M (Q4); $594.9M (FY25) : 🔹 : $1.0B (24; 202627) : 🔸 2025HubSpot $HUBS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $846.7M (Est. $830.61M) 🟢; +20% YoY 🔹 Adj. EPS: $3.10 (Est. $2.99) 🟢 🔹 Subscription Revenue:"
X Link 2026-02-11T21:32Z [----] followers, [---] engagements
"$MU $SNDK Kioxia 72%313% $MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started. https://t.co/ewbNkn1Rv8 $MU and $SNDK ripping after Kioxia guides a massive 72% increase in revenue and 313% higher net income for next quarter. Incredible numbers The memory trade is just getting started. https://t.co/ewbNkn1Rv8"
X Link 2026-02-12T11:30Z [----] followers, [---] engagements
"$MU $SNDK / $MU $SNDK going per the plan. Pull in the parabolic short gang folks dont even put in the work to understand even a tiny bit about the supply/demand dynamics then rip their faces off. Already read plenty of hilarious takes in this pullback. Lets see if these form a base. https://t.co/SCfiiJQwCe $MU $SNDK going per the plan. Pull in the parabolic short gang folks dont even put in the work to understand even a tiny bit about the supply/demand dynamics then rip their faces off. Already read plenty of hilarious takes in this pullback. Lets see if these form a base."
X Link 2026-02-12T14:56Z [----] followers, [---] engagements
"$SPX [---] The market $SPX heavyweights need to make a stand here or else. Top [---] stocks at key support price once again break and close below on the weekly could prove consequential producing cascading price action. Need to make a stand here. $OEX $SPY $QQQ $NDX $RUT $NYA $DIA https://t.co/Fpei5JraUP The market $SPX heavyweights need to make a stand here or else. Top [---] stocks at key support price once again break and close below on the weekly could prove consequential producing cascading price action. Need to make a stand here. $OEX $SPY $QQQ $NDX $RUT $NYA $DIA https://t.co/Fpei5JraUP"
X Link 2026-02-13T13:38Z [----] followers, [---] engagements
"SEAGATE $STX [-----] 🔹 $2.83B $2.75B 🟢 🔹 EPS$3.11 $2.83 🟢 🔹 GAAP42.2% [--] 🔹 $2.9B $100M $2.785B 🟢 🔹 EPS$3.40 $0.20 $3.01 🟢 🔹 $607M 🔹 $723M 🔹 $1.0B 🔹 218M 🔹 1$0.74 🔹 [-------------] 🔹 $154M 🔹 [----] $500M 🔸 Seagate12GAAP EPS SEAGATE $STX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.83B (Est. $2.75B) 🟢 🔹 Adj. EPS: $3.11 (Est. $2.83) 🟢 🔹 Non-GAAP gross margin: 42.2% Q3 Guide: 🔹 Revenue: $2.9B +/- $100M (Est. $2.785B) 🟢 🔹 Adj. EPS: $3.40 +/- $0.20 (Est. $3.01) 🟢 Other Metrics: 🔹 Free cash SEAGATE $STX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.83B (Est. $2.75B) 🟢 🔹 Adj. EPS: $3.11"
X Link 2026-01-27T22:37Z [----] followers, [---] engagements
"$MU 2026Q1HBM4 HBM411 Gbps20262 2026HBMHBM4 [----] HBM4EHBM [----] $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with high yields in the second calendar quarter of [----] consistent with our customers product ramp plans." We have completed $MU Here's what Micron said about HBM4 during Q1 [----] earnings call: "Microns HBM4 with industry-leading speed over [--] Gbps is on track to ramp with high yields in the second calendar quarter of [----] consistent with our customers product ramp plans." We have completed"
X Link 2026-02-08T11:42Z [----] followers, [----] engagements
"HBM4 HBM4 - SemiAnalysisNVIDIAHBM40% - 20258HBM4HBM4 - HBM2026HBM41% - HBM4 - 2026DRAMNANDASP - 20254DRAMHBM - HBMDRAMASP2026DRAM2025 - HBMHBM2026DRAM9%11%8% - - HBM4SK - HBM420262027 - - HBM20262025 - - DRAMASP $MU Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's HBM4 schedule delay is inevitable - Micron's stock weakened after SemiAnalysis reported it would adjust Micron's share in NVIDIA's HBM4 to 0% - However we had already Micron Technology: It's Okay If HBM4 Is a Bit Delayed Chae Min-suk Korea Investment & Securities Micron's"
X Link 2026-02-10T23:29Z [----] followers, [----] engagements
"📢 : $MU Micron1 👉 : ➤ Micron1 ➤ ➤ HBM4 / ➤ ➤ CFO ➤ HBM4 ➤ 📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2 📢 : $MU Micron Begins Shipments a Quarter Ahead of Schedule 👉 : ➤ Micron starts customer shipments one quarter early. ➤ Company confirms - underway. ➤ HBM4 delivers https://t.co/QQ7r8ugXB2"
X Link 2026-02-11T14:11Z [----] followers, [---] engagements
"$MU NAND2028HBM4Q112CFO2026 Micron $MU at Wolfe: the new NAND fab is on track for first wafer outs in 2H [--] and HBM4 customer shipments are ramping in calendar Q1 a quarter earlier than the December timeline. CFO also flagged demand running well above supply and sees supply tightness lasting beyond [----]. Micron $MU at Wolfe: the new NAND fab is on track for first wafer outs in 2H [--] and HBM4 customer shipments are ramping in calendar Q1 a quarter earlier than the December timeline. CFO also flagged demand running well above supply and sees supply tightness lasting beyond 2026"
X Link 2026-02-11T14:23Z [----] followers, [----] engagements
"$MU CEO: HBM4 HBM412026HBM $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply." https://t.co/rzkjuOJS1k $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply." https://t.co/rzkjuOJS1k"
X Link 2026-02-11T21:36Z [----] followers, [---] engagements
"Wolfe ResearchMicron$MU NAND20282 HBM4121 [----] Wolfe Researche gre Micron ( $MU): Yeni NAND fabrikasnn 2028in ikinci yarsnda ilk wafer retimine balamas bekleniyor. HBM4 rnlerine ynelik mteri sevkiyatlar ise daha nce Aralk ay iin planlanm olmasna ramen bir eyrek ne ekilerek takvim ylnn ilk https://t.co/KcPWyrReSq Wolfe Researche gre Micron ( $MU): Yeni NAND fabrikasnn 2028in ikinci yarsnda ilk wafer retimine balamas bekleniyor. HBM4 rnlerine ynelik mteri sevkiyatlar ise daha nce Aralk ay iin planlanm olmasna ramen bir eyrek ne ekilerek takvim ylnn ilk https://t.co/KcPWyrReSq"
X Link 2026-02-11T22:17Z [----] followers, [---] engagements
"SamsungHBM4 Samsung2026HBM20253 Samsung has begun mass production and commercial shipments of HBM4 becoming the first to bring the next gen high bandwidth memory to market. Samsung expects HBM sales to more than triple in [----] vs [----]. https://t.co/wTnPHrs8Uf Samsung has begun mass production and commercial shipments of HBM4 becoming the first to bring the next gen high bandwidth memory to market. Samsung expects HBM sales to more than triple in [----] vs [----]. https://t.co/wTnPHrs8Uf"
X Link 2026-02-12T09:36Z [----] followers, [---] engagements
"#Earnings : : $NBIS $CROX $ZTS $BN $AEP $HWM $ALNY $EXC $USFD $BAX : $COIN $ANET $AMAT $PINS $RIVN $DKNG $ABNB $TOST $BROS $ROKU #earnings for today (Thursday): Before Open: $NBIS $CROX $ZTS $BN $AEP $HWM $ALNY $EXC $USFD $BAX After Close: $COIN $ANET $AMAT $PINS $RIVN $DKNG $ABNB $TOST $BROS $ROKU https://t.co/5PWcOVAzpo #earnings for today (Thursday): Before Open: $NBIS $CROX $ZTS $BN $AEP $HWM $ALNY $EXC $USFD $BAX After Close: $COIN $ANET $AMAT $PINS $RIVN $DKNG $ABNB $TOST $BROS $ROKU https://t.co/5PWcOVAzpo"
X Link 2026-02-12T09:43Z [----] followers, [----] engagements
"$APP AppLovin Corp. (APP) $500$775Scotiabank$775JPM$500 $APP AppLovin Corp. (APP) Analyst Price Target Updates Street range now spans $500 to $775. Scotiabank tops the board at $775 while JPM cuts to $500. https://t.co/ePQw2qv1CR $APP AppLovin Corp. (APP) Analyst Price Target Updates Street range now spans $500 to $775. Scotiabank tops the board at $775 while JPM cuts to $500. https://t.co/ePQw2qv1CR"
X Link 2026-02-12T14:56Z [----] followers, [---] engagements
"$MU MicronCEOSanjay Mehrotra$SNDK SanDisk20112016CEO 2017MicronCEO$27 $400 Sanjay Fun Fact: $MU Micron CEO Sanjay Mehrotra founded $SNDK SanDisk (another memory giant) and served as its CEO from [--------]. He stepped in as Micron CEO in [----] when the stock was around $27. Today: $400 Sanjay is essentially the face of U.S. Memory Power. Leadership Matters. https://t.co/1d0XU3jiZN Fun Fact: $MU Micron CEO Sanjay Mehrotra founded $SNDK SanDisk (another memory giant) and served as its CEO from [--------]. He stepped in as Micron CEO in [----] when the stock was around $27. Today: $400 Sanjay is"
X Link 2026-01-25T04:07Z [----] followers, [---] engagements
"4%📉 CELESTICA $CLS [-----] 🔹 35.6534.6🟢+44% 🔹 EPS1.891.74🟢 [--] 🔹 EPS1.952.151.83🟢 🔹 38.5041.50 🔹 7.8% 🔹 170160🟢 🔹 EPS8.758.20🟢 🔹 [--] 🔹 CCS28.6+64% 🔹 ATS8.0-1% 🔸 $GOOGLTPU2027 🔸 435.65EPSGAAP1.89 🔸 AI2026170EPSGAAP8.75 CELESTICA $CLS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.65B (Est. $3.46B) 🟢; UP +44% YoY 🔹 Adj. EPS: $1.89 (Est. $1.74) 🟢 Q1 Guide: 🔹 Adj. EPS: $1.95-$2.15 (Est. $1.83) 🟢 🔹 Revenue: $3.850B-$4.150B 🔹 Adj. Operating Margin: 7.8% (mid-point) FY Guide: 🔹 Revenue: $17.0B CELESTICA $CLS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.65B (Est. $3.46B) 🟢; UP +44% YoY 🔹"
X Link 2026-01-29T02:45Z [----] followers, [---] engagements
"$SMH $SMH passed its first test. https://t.co/yb8v2DSHVO $SMH passed its first test. https://t.co/yb8v2DSHVO"
X Link 2026-02-06T23:08Z [----] followers, [---] engagements
"19%📉 $PGY [-----] 🔹 : $334.81M ( $348.75M) 🔴; +20% 🔹 EPS: $0.80 ( $0.35) 🟢 🔹 EBITDA: $98M; +53% 🔹 : $2.7B; +3% 1: 🔹 : $315M$335M ( $344M) 🔴 🔹 : $2.5B$2.7B 🔹 EBITDA: $80M$95M 🔹 GAAP: $15M$35M : 🔹 : $1.4B$1.575B ( $1.519B) 🟡 🔹 : $11.25B$13B 🔹 EBITDA: $410M$460M 🔹 GAAP: $100M$150M : 🔸 [--] 🔸 $PGY Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $334.81M (Est. $348.75M) 🔴; +20% YoY 🔹 EPS: $0.80 (Est. $0.35) 🟢 🔹 Adj. EBITDA: $98M; +53% YoY 🔹 Network Volume: $2.7B; +3% YoY Q1 Guide: 🔹 Revenue: $315M$335M (Est. $344M) 🔴 🔹 Network Volume: $2.5B$2.7B 🔹 Adj. EBITDA: https://t.co/YI9ysSmI1z"
X Link 2026-02-09T13:16Z [----] followers, [----] engagements
"$MU $EWY ETF$EWY - iShares MSCI South Korea ETF 50%SK HynixSamsungAI $MU KiaDoosanHyundai $MU $EWY Dier lke borsalarna bakarken Gney Kore iin bir ETF farkettim. $EWY - iShares MSCI South Korea ETF %50'si SK Hynix ve Samsung olduu iin Yapay Zeka Bellek ykseliini fazlasyla yanstyor. Ylbandan buyana $MU ile korelasyon iinde hareket etmi. Kia https://t.co/aqEkfFx1HG $MU $EWY Dier lke borsalarna bakarken Gney Kore iin bir ETF farkettim. $EWY - iShares MSCI South Korea ETF %50'si SK Hynix ve Samsung olduu iin Yapay Zeka Bellek ykseliini fazlasyla yanstyor. Ylbandan buyana $MU ile korelasyon iinde"
X Link 2026-02-14T13:54Z [----] followers, [---] engagements
"$AMZN IPO 68555/5+7.8% RSI $AMZN just closed down [--] straight days for only the 6th time since IPO. In the prior [--] cases Amazon stock was positive 5/5 times five days later with an average +7.8% gain. RSI is also near historic lows. A short-term bounce looks possible for the next week. https://t.co/HcWna83ELh $AMZN just closed down [--] straight days for only the 6th time since IPO. In the prior [--] cases Amazon stock was positive 5/5 times five days later with an average +7.8% gain. RSI is also near historic lows. A short-term bounce looks possible for the next week. https://t.co/HcWna83ELh"
X Link 2026-02-14T21:45Z [----] followers, [---] engagements
"1.26 [--]. Advanced Micro Devices $AMD [--]. Nvidia $NVDA [--]. Micron Technology $MU [--]. Broadcom $AVGO [--]. Lam Research $LRCX [--]. Analog Devices $ADI These are the top [--] chip stocks recommended by Bank of America thatll lead the $1.2T sector: [--]. Advanced Micro Devices $AMD [--]. Nvidia $NVDA [--]. Micron Technology $MU [--]. Broadcom $AVGO [--]. Lam Research $LRCX [--]. Analog Devices $ADI These are some of the lowest risk investments https://t.co/OxUsaqkbqo These are the top [--] chip stocks recommended by Bank of America thatll lead the $1.2T sector: [--]. Advanced Micro Devices $AMD [--]. Nvidia $NVDA [--]. Micron Technology"
X Link 2026-01-22T08:27Z [----] followers, [----] engagements
"$MU Unimicron $16B - $MUSamsung - $NVDA Rubin/Blackwell - TSMCCoWoS - AppleiPhoneM - Google TPU - AMZN/ASIC - IntelABF - UnimicronAmkor - UnimicronAI - HBM4 / DRAM/NAND+ GPU/CPUIC - TSM CoWoSS - CoPoS 2026-2028 iPhone CoWoSASIC AIMicronHBM I've hold positions in the $MU that markets sleep on: Unimicron. This one is an incredible long at $16B as they're foundational for: - $MU and Samsung memory substrates - $NVDA Rubin/Blackwell - TSMC for CoWoS process - Apple (iPhones and M-series) - Google TPUs - https://t.co/3353HerLe4 I've hold positions in the $MU that markets sleep on: Unimicron. This"
X Link 2026-01-23T20:47Z [----] followers, [---] engagements
"11%📉 $ALAB [-----] 🔹 : 27060; +92%; +17% 🔹 EPS: [----] ( 0.51) 🟢 🔹 : 40.2% 🔹 GAAP: [----] 1: 🔹 EPS: 0.530.54 ( 0.52) 🟢 🔹 : [----------] : 🔹 GAAP: 75.7% 🔹 GAAP: 6700; 24.7% 🔹 GAAP: 4500; GAAP EPS: [----] : 🔹 CFO: Desmond Lynch202632CFO; Mike TateCEO : 🔸 .17%27060. 🔸 .115% 🔸 .Astera LabsR&D. $ALAB Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $270.6M; +92% YoY; +17% sequentially 🔹 Adj. EPS: $0.58 (Est. $0.51) 🟢 🔹 Adj Operating Margin: 40.2% 🔹 Non-GAAP Net Income: $104.8M Q1 Guide: 🔹 Adj. EPS: $0.53$0.54 (Est. $0.52) 🟢 🔹 Revenue: $286M$297M Other Metrics: 🔹 $ALAB Q425 EARNINGS HIGHLIGHTS 🔹"
X Link 2026-02-10T23:18Z [----] followers, [---] engagements
"13%📈 $AMAT Applied MaterialsAI - $SNDK $MU Applied Materials Inc.AI276.512.6470.32.29 Bloomberg IntelligenceDRAMAI25250 $AMAT Applied Materials Raises Forecast on AI and Memory Chip Demand - $SNDK $MU Applied Materials Inc. projected fiscal second-quarter sales of about $7.65 billion and earnings of $2.64 a share exceeding analyst estimates of $7.03 billion and $2.29 as AI and memory $AMAT Applied Materials Raises Forecast on AI and Memory Chip Demand - $SNDK $MU Applied Materials Inc. projected fiscal second-quarter sales of about $7.65 billion and earnings of $2.64 a share exceeding"
X Link 2026-02-12T23:19Z [----] followers, [---] engagements
"$APP [--] [--]. AppLovin [--] +66%14 EBITDA +82% 84% EBITDA [--]. CapEx $META$GOOGL$MSFT $AMZN [--]. MAX eAppLovin AppLovin ET 11:30 Schwab [--] REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth into a seasonally weaker quarter. The stock is clearly disconnected from the underlying business https://t.co/ptRc5WFICv [--] REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential"
X Link 2026-02-12T23:21Z [----] followers, [---] engagements
"$APP [-------] AppLovin $APP2026750 $APP heading to $750 by summer [----] (not a typo). I understand how painful this has been. AppLovin has been incredibly volatile and been completely out of favour with investors. When sentiment turns this negative even exceptional fundamentals. Your conviction is tested to the https://t.co/fbulcSUA03 $APP heading to $750 by summer [----] (not a typo). I understand how painful this has been. AppLovin has been incredibly volatile and been completely out of favour with investors. When sentiment turns this negative even exceptional fundamentals. Your conviction is"
X Link 2026-02-12T23:22Z [----] followers, [---] engagements
"mu sndk wdc stx CEO elon nvda dell hps CEO Twitter100 mu sndk SO lets talk reality and stupidity mu sndk wdc stx ceo all say sold out no supply elon says mamory a bottleneck no supply nvda says stopped making graphics card no supply dell hps and every other ceo says memory no supply no over 1m clowns on twitter adn financial SO lets talk reality and stupidity mu sndk wdc stx ceo all say sold out no supply elon says mamory a bottleneck no supply nvda says stopped making graphics card no supply dell hps and every other ceo says memory no supply no over 1m clowns on twitter adn financial"
X Link 2026-02-12T23:36Z [----] followers, [---] engagements
"$SNDK SanDiskEPS75%12% EPS463% 110S&P 500130% $NVDANvidiaNvidia $SNDK +12% $SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone continuing to buy the momentum in memory https://t.co/sEqMwqFi4B $SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone"
X Link 2026-01-29T22:32Z [----] followers, [---] engagements
"11📈 $SHOP [-----] 🔹 : $3.67B ( $3.59B) 🟢; +31% 🔹 EPS: $0.57 ( $0.51) 🟢 🔹 GMV: $123.841B; +31% 🔹 FCF: $715M; 19% 1: 🔹 : 30% (20254) 🔹 : 20% 🔹 : 37%38% 🔹 : $140M 🔹 : 10% : 🔹 : $2B (2026217; ; A5%) : 🔸 2025Shopify - AI 🔸 202612025430% $SHOP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.67B (Est. $3.59B) 🟢; +31% YoY 🔹 EPS: $0.57 (Est. $0.51) 🟢 🔹 GMV: $123.841B; +31% YoY 🔹 FCF: $715M; 19% margin Q1 Guide: 🔹 Revenue Growth: low-30s % YoY (similar to Q425) 🔹 Gross Profit Dollars Growth: high-20s % YoY 🔹 OpEx https://t.co/uTEQJIcSlV $SHOP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.67B"
X Link 2026-02-11T12:55Z [----] followers, [---] engagements
"Amazon$AMZN92006 [-----] BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days. BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days"
X Link 2026-02-14T02:42Z [----] followers, [---] engagements
"202615 [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% https://t.co/dvJKQwuaZM HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% 6."
X Link 2026-02-14T21:45Z [----] followers, [---] engagements
"COREWEAVECEO $CRWV COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD"
X Link 2026-02-14T21:46Z [----] followers, [---] engagements
"🎯📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: $AMKR AI interconnects: $CRDO 🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: https://t.co/IlFBBREx9V 🎯Look for strength in this market correction theyll lead the next leg of bull"
X Link 2026-02-14T23:10Z [----] followers, [---] engagements
"2026S&P [---] AppLovin The S&P 500's worst-performing stock of 2026: AppLovin https://t.co/3LZusGQPlu The S&P 500's worst-performing stock of 2026: AppLovin https://t.co/3LZusGQPlu"
X Link 2026-02-14T23:12Z [----] followers, [----] engagements
"AIAnthropicAxios JUST IN: The Pentagon is considering severing its relationship with Anthropic over the AI firm's insistence on maintaining some limitations on how the military uses its models per Axios JUST IN: The Pentagon is considering severing its relationship with Anthropic over the AI firm's insistence on maintaining some limitations on how the military uses its models per Axios"
X Link 2026-02-15T04:47Z [----] followers, [--] engagements
"/NISA 📷💻🖥📱 ⚾ ⚽// 🚴♀Trec monda SL [--] Disc Pro / 🖌😉 https://carp-carp-carp.com/ https://carp-carp-carp.com/"
X Link 2021-12-19T15:47Z [----] followers, [---] engagements
"🔴 🔴S&P500 🔴NASDAQ100 🔴FANG + 😂"
X Link 2024-12-28T14:27Z [----] followers, 12.3K engagements
"/NISA 💻🖥📱 ⚾🎏 ⚽// 🚴♀Trec monda SL [--] Disc Pro /"
X Link 2022-07-11T14:46Z [----] followers, [---] engagements
"☺ 😂 ☺ 🙇 # #100 #100"
X Link 2025-01-18T22:08Z [----] followers, [----] engagements
"NISA1000 10%1605000 😹"
X Link 2022-08-15T22:37Z [----] followers, [---] engagements
"1NISA40280 😌"
X Link 2022-02-04T12:46Z [----] followers, [---] engagements
"😌 ❗ 1😂 🙇♂ 2025/03/11() 23:00 JOLTS [--] 2025/03/12() 21:30 CPI [--] 2025/03/13() 21:30 PPI [--] 2025/03/13() 21:30 2025/03/14() 23:00 [--] #100 #100 # #"
X Link 2025-03-09T21:58Z [----] followers, [----] engagements
"2850😂 😊 ❗"
X Link 2021-12-27T21:58Z [----] followers, [---] engagements
"😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📈 📉 🔴 Fear & Greed Index47 NEUTRAL 🔴VIX16.45📉 ☺ 😂 🥰 🔴2025/01/24() 12:00 [--] 0.50% 0.25% 🔴2025/01/24() 23:45 PMI [--] 🔴2025/01/25() 00:00 [--] 🔴2025/01/25() 00:00 [--] 10😳 🥰 🙇 # #100 #100"
X Link 2025-01-23T21:40Z [----] followers, [----] engagements
"😌 [--] 10📉 📈 😅 🔴Fear & Greed Index 27FEAR 🔴VIX18.45 1/15()🗓 22:30CPI [--] 🔴 0.3% 0.3% 🔴 2.9% 2.7% 🔴 [---] [---] 🔴 [---] [---] 22:30 [--] 🔴-2.0 [---] CPI 🎍😊 🙇"
X Link 2025-01-14T21:51Z [----] followers, [----] engagements
"☀ 🙇 🗓 2025/02/03() 23:45 PMI1 2025/02/04() 00:00 ISM 1"
X Link 2025-02-02T21:32Z [----] followers, [----] engagements
"1110145🤔 1😅"
X Link 2022-09-21T23:55Z [----] followers, [---] engagements
"😌 NASDAQ 100📈 S&P500📈 📈 10📈 📈 🔴 Fear & Greed Index43 FEAR 🔴VIX16.76 🥰 &❤🩹 +9.69%☑😅 🔴2025/01/23() 22:30 01/05 - 01/11 🔴2025/01/23() 22:30 01/12 - 01/18 🔴2025/01/24() 12:00 [--] 0.50% 0.25% 🤣 😆 🙇 # #100 #"
X Link 2025-01-22T22:31Z [----] followers, [----] engagements
"😌 3📈 10📉 📉 CPI 🔴Fear & Greed Index 29FEAR 🔴VIX17.17 1/16()🗓 22:30 [--] 🔴-8.0 [-----] [-----] 22:30 01/05 - 01/11 🔴21.1 [----] 🗓 💇♂ 🙇 # #100"
X Link 2025-01-15T22:10Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 SOX📈 NYSE FANG+📈 FactSet US Tech Top [--] Index📈 10📉 📉 🟩📉 🟩📉 🟩📈 🟩Fear & Greed Index56 GREED 🟩VIX17.48📉"
X Link 2025-06-24T21:43Z [----] followers, [----] engagements
"2500😅 😆 ☺ 🙇♂"
X Link 2022-06-16T21:57Z [----] followers, [---] engagements
"😊 3📈 10📈 AMZNGOOGPDD📉 😂 🙇"
X Link 2024-11-21T21:15Z [----] followers, [---] engagements
"☀ [--] 🎏 😁 🥰"
X Link 2025-09-01T22:26Z [----] followers, [----] engagements
"☀ [--] [--] 😅 🎏☜😰 5😂 😆"
X Link 2023-06-07T21:48Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500📈 📉 Russell 2000📉 SOX📈 NYSE FANG+📈 FactSet US Tech Top [--] Index📈 10📈 📈 🟩📉 🟩📈 🟩📉 🟩Fear & Greed Index74 GREED📈 🟩VIX15.03📈 AMD📈 😄 FOMC 🎏🐯3😂 😎 😢 21😁"
X Link 2025-07-28T21:58Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500📈 📈 10📈 📈 🔴 Fear & Greed Index38 FEAR 🔴VIX17.25 🥰 &❤🩹 ⚡🥰 120() 😂 😌 🙇 # #100 #100"
X Link 2025-01-17T22:00Z [----] followers, [----] engagements
"😌 [--] 10📉 🥰 😂 🙇"
X Link 2024-11-19T21:33Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 SOX📈 NYSE FANG+📉 FactSet US Tech Top [--] Index📈 10📉 📈 🟩📉 🟩📉 🟩📉 🟩Fear & Greed Index74 GREED 🟩VIX14.93📉 😿 AMD 🎏55 🚗😆"
X Link 2025-07-25T22:56Z [----] followers, [----] engagements
"☀ 3📈 10📈 📈 S&P500😌 😂 🙇"
X Link 2023-11-15T22:06Z [----] followers, [----] engagements
"😃 3📈 10📉 📈 🥰 🙇"
X Link 2023-12-11T21:50Z [----] followers, [----] engagements
"😌 [--] 10📉 📉 😂 🤔 🙇"
X Link 2023-12-14T21:20Z [----] followers, [----] engagements
"😃 FOMC😆 ✨"
X Link 2022-10-30T22:38Z [----] followers, [---] engagements
"😌 FOMCPCE 🙇 🔴 2025/01/28() 00:00 [--] 2025/01/28() 22:30 [--] 2025/01/28() 23:00 [--] 2025/01/29() 00:00 [--] 2025/01/29() 00:00 [--] 2025/01/29 16:00🟡 4Q 2025/01/29 16:00🟡 2025/01/29() 21:00 MBA 01/18 - 01/24 2025/01/29() 22:30 [--] 2025/01/30() 00:30 01/18 - 01/24 2025/01/30() 04:00🟡 FRB(FOMC) [--] 2025/01/30() 22:30 01/12 - 01/18 2025/01/30() 22:30 [--] 2025/01/30() 22:30 01/19 - 01/25 2025/01/31() 00:00 [--] 2025/01/31() 22:30 [--] 2025/01/31() 22:30 [--] 2025/01/31() 22:30🟡 PCE [--] 2025/01/31() 23:45 PMI [--] # #100 #100"
X Link 2025-01-26T23:11Z [----] followers, [----] engagements
"☁ 🎏3😹 🙇♂"
X Link 2025-04-27T23:20Z [----] followers, [----] engagements
"☀ 3📈 10📉 📉 😆 😂 😌 🙇"
X Link 2024-03-07T21:11Z [----] followers, [----] engagements
"☁ [--] 10📉 📈 NVIDIA🍎😎 🎏🥰 🍚 🦁3✨"
X Link 2024-06-11T20:44Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📉 📈 🔴 Fear & Greed Index44 FEAR 🔴VIX16.98 😄 [--] FRB(FOMC) [--] ❗ 🙇 # #100 #100"
X Link 2025-01-28T22:43Z [----] followers, [----] engagements
"☀ [--] [--] 😆 😎 ✨"
X Link 2022-08-26T22:22Z [----] followers, [---] engagements
"😌 NASDAQ 100📉 S&P500📉 📉 Russell 2000📉 10📈 📉 🟩Fear & Greed Index20EXTREME FEAR📉 🟩VIX23.50📈 😂 🤔 ❗ 🙇♂"
X Link 2025-03-04T21:15Z [----] followers, [----] engagements
"😃 [--] [--] 😅 😌 🎏✨❗ 🥰 🙇♀"
X Link 2023-07-13T22:16Z [----] followers, [----] engagements
"😌 3📉 10📈 📈 4.7❗ [--] 😂 👀 22:15ADP [--] 22:30 12/22 - 12/28 22:30 12/29 - 01/04 🙇"
X Link 2025-01-07T21:17Z [----] followers, [----] engagements
"☁ 3📈 10📉 📈 S&P500🥰 ☺ 🙇"
X Link 2023-11-07T22:32Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500 📉 Russell 2000📉 SOX📈 NYSE FANG+📈 FactSet US Tech Top [--] Index📈 10📉 📈 🟩📈 🟩📉 🟩📈 🟩Fear & Greed Index59 GREED📈 🟩VIX16.76📉 AMD 😂 SOXRSI70 2244😂"
X Link 2025-06-25T22:17Z [----] followers, [----] engagements
"😌 NASDAQ 100📉 S&P500📉 📉 Russell 2000📉 10📉 📉 🟩Fear & Greed Index15EXTREME FEAR📉 🟩VIX24.66📈 2025/03/14() 23:00 [--] 😱 😂 😆 S&P500 🙇♂ #100 #100 # #"
X Link 2025-03-13T21:43Z [----] followers, [----] engagements
"☁ 2025/04/21() 23:00 [--] ❗ 🎏❗ ❗"
X Link 2025-04-20T22:11Z [----] followers, [----] engagements
"☔ 3📈 10📈 📈 ☝ 😅 🎏🐯 ⚾ 😂"
X Link 2024-07-01T21:26Z [----] followers, [---] engagements
"☁ 😂 🎏😄 🤣 🤔"
X Link 2025-06-15T23:01Z [----] followers, [----] engagements
"😌 NASDAQ [---] S&P500📈 📉 Russell 2000📈 10📈 📈 🟩Fear & Greed Index21EXTREME FEAR m📈 🟩VIX29.65📉 [--] $10.54B ($10.5B) EPS$6.61 ($5.69) 3%📈 😂 ❗"
X Link 2025-04-17T21:04Z [----] followers, [----] engagements
"☀ 3📈 10📉 😌 9S&P500😎 🎏✨ 💪"
X Link 2023-08-28T22:11Z [----] followers, [----] engagements
"☁ 3📈 10📉 📉 👆😌 🏋🗓 🙇"
X Link 2024-11-05T21:28Z [----] followers, [---] engagements
"☁ [--] 10📉 📉 📈 🤔 🚗🔋💦 🎏✨"
X Link 2024-06-03T21:36Z [----] followers, [---] engagements
"☀ [--] 10📉 📉 24210😂 [--] 🎏🙏"
X Link 2024-05-01T21:48Z [----] followers, [---] engagements
"☀ 🤣 😂 🎏✨ 👍 ✨"
X Link 2025-04-13T22:25Z [----] followers, [----] engagements
"☀ 3📉 10📈 📈 😂 NVIDIA😌 🎏🐰3 🏟🙇"
X Link 2024-05-16T21:19Z [----] followers, [---] engagements
"☀ 3📈 10📉 📉 22:30 PPI [--] [--] 00:00 ()2 🥰 🙇"
X Link 2024-02-15T21:15Z [----] followers, [---] engagements
"😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📈 📈 🔴 Fear & Greed Index49NEUTRAL 📈 🔴VIX15.37📈 🗓 2025/02/19() 22:30 [--] 2025/02/20() 04:00 FOMC [--] 🗓() 2025/02/20 21:00 $WMT $ANET $1.93B ($1.9B) EPS$0.65 ($0.57) -6%😹 😓 🙇♂ # #100 # #"
X Link 2025-02-18T21:46Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📈 📈 🟩Fear & Greed Index66 GREED📈 🟩VIX18.39📉 2025/05/13() 21:30 CPI [--] ⚡🥰 😁 🎏✨ [--] 🐰"
X Link 2025-05-12T21:48Z [----] followers, [----] engagements
"☀ 3📉 10📈 📈 😊 🎏🦅"
X Link 2024-05-29T22:01Z [----] followers, [---] engagements
"☔ 3📈 10📉 📈 🥰 CPI😆 ☔😅 🎏☔😆 😎 😆"
X Link 2024-07-10T21:50Z [----] followers, [---] engagements
"😃 [--] [--] 😅 👍 🎏😎 ❗"
X Link 2023-08-17T21:52Z [----] followers, [----] engagements
"☁ 3📈 [--] 😎 🎏 🙇"
X Link 2024-04-23T21:34Z [----] followers, [---] engagements
"☀ [--] [--] CPI😌 🎏😎 [--] ⚾"
X Link 2023-09-11T22:45Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500📈 📉 Russell 2000📉 SOX📈 10📉 📉 🟩Fear & Greed Index54 NEUTRAL📉 🟩VIX17.61📉 2025/06/05() 21:30 05/18 - 05/24 05/25 - 05/31 [--] [--] ADP 🥰 🎏✨ 😅"
X Link 2025-06-04T21:16Z [----] followers, [----] engagements
"😌 NASDAQ 100📉 S&P500📉 📈 Russell 2000📉 10📉 📈 🔴 Fear & Greed Index29FEAR 📉 🔴VIX18.98📈 🗓 2025/02/25() 23:00 S&P20 [--] 2025/02/26() 00:00 [--] 2025/02/26() 00:00 [--] Fear & Greed IndexEXTREME FEARVIX20🤔 🙇♂ # #100"
X Link 2025-02-24T22:15Z [----] followers, [----] engagements
"😌 NASDAQ 100📉 S&P500📉 📈 Russell 2000📉 10📉 📉 🔴 Fear & Greed Index23EXTREME FEAR📉 🔴VIX19.43📈 🗓 2025/02/27() 00:00 [--] 🗓() 2025/02/26 23:00 $LOW 2025/02/27 6:00 $CRM 2025/02/27 6:00 $NVDA 2025/02/27 6:00 $SNOW 2025/02/27 6:00 $SNPS Fear & Greed IndexEXTREME FEAR 🤔 🙇♂ # #100"
X Link 2025-02-25T23:02Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500📈 📈 Russell 2000📈 10📉 📉 🟩Fear & Greed Index19EXTREME FEAR📈 🟩VIX30.89📉 2025/04/15() 21:30 [--] 2025/04/15() 21:30 [--] [--] 😌 🎏🐉 😆 #100 # #100"
X Link 2025-04-14T21:45Z [----] followers, [----] engagements
"☀ 3📈 10📉 📉 CPI❗ 🎏😂 🤔"
X Link 2024-05-15T22:15Z [----] followers, [---] engagements
"☀ 😂 [--] 🎏😰 4DH😂"
X Link 2025-08-31T22:46Z [----] followers, [----] engagements
"😌 NASDAQ 100📈 S&P500📈 📉 Russell 2000📉 10📉 📉 🟩Fear & Greed Index69 GREED 🟩VIX18.62📈 2025/05/15() 21:30 04/27 - 05/03 04/27 - 05/03 PPI [--] [--] [--] 05/04 - 05/10 [--] 2025/05/15() 22:15 [--] 2025/05/15() 23:00 [--] NAHB [--] AMD 😂 😆 🎏 🦸✨ #100 # #100"
X Link 2025-05-14T21:23Z [----] followers, [----] engagements
"😌 3📈 10📉 📉 😆 ❗ 🙇"
X Link 2024-02-01T20:21Z [----] followers, [---] engagements
"😌 NASDAQ 100📉 S&P500📉 📉 Russell 2000📉 SOX📉 10📉 📉 🟩Fear & Greed Index64 GREED📉 🟩VIX22.29📈 Apple25%6150% RSI [--] 🎏😅 ☔ #100 # #100 #"
X Link 2025-05-23T23:06Z [----] followers, [----] engagements
"😃 [--] [--] 😵 ✨"
X Link 2022-09-26T22:00Z [----] followers, [---] engagements
"☀ 3📉 10📉 ☺ 🥰 🙇"
X Link 2023-11-21T22:18Z [----] followers, [----] engagements
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