#  @CHItraders CHItrader Several companies have recently reported earnings, with many beating expectations, including Thermo Fisher Scientific, Valero Energy, and Universal Health Services. Exxon Mobil has made announcements regarding a project in Greece and a bond offering. Additionally, tech companies such as Apple, Amazon, and Google are making advancements in AI, with Apple planning to use a Google AI model to power Siri. ### Engagements: [-----] [#](/creator/twitter::185663478/interactions)  - [--] Week [-------] +27% - [--] Month [-------] -32% - [--] Months [---------] +78% - [--] Year [----------] +534% ### Mentions: [---] [#](/creator/twitter::185663478/posts_active)  - [--] Week [-----] +11% - [--] Month [-----] +17% - [--] Months [------] +30% - [--] Year [------] +301% ### Followers: [-----] [#](/creator/twitter::185663478/followers)  - [--] Week [-----] +0.79% - [--] Month [-----] +5.10% - [--] Months [-----] +35% - [--] Year [-----] +152% ### CreatorRank: [-------] [#](/creator/twitter::185663478/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 66.92% [finance](/list/finance) 33.15% [technology brands](/list/technology-brands) 19.7% [cryptocurrencies](/list/cryptocurrencies) 11.14% [countries](/list/countries) 9.71% [automotive brands](/list/automotive-brands) 4.55% [currencies](/list/currencies) 4.01% [financial services](/list/financial-services) #1824 [exchanges](/list/exchanges) 2.38% [travel destinations](/list/travel-destinations) 1.49% **Social topic influence** [quarterly earnings](/topic/quarterly-earnings) #115, [beat](/topic/beat) 11.14%, [ai](/topic/ai) 7.88%, [eps](/topic/eps) #253, [target](/topic/target) 3.26%, [strong](/topic/strong) 3.26%, [$spy](/topic/$spy) #795, [ceo](/topic/ceo) 3.19%, [$googl](/topic/$googl) 3.13%, [china](/topic/china) 2.92% **Top accounts mentioned or mentioned by** [@queenofmomo](/creator/undefined) [@jedimarkus77](/creator/undefined) [@winnerinvestor](/creator/undefined) [@saynototrading](/creator/undefined) [@deitaone](/creator/undefined) [@cajunvetx](/creator/undefined) [@keithhambone](/creator/undefined) [@girthyb](/creator/undefined) [@elonmusk](/creator/undefined) [@grok](/creator/undefined) [@chain_alphax](/creator/undefined) [@breaking911](/creator/undefined) [@01stocksavage](/creator/undefined) [@jhenthorn](/creator/undefined) [@cryptocobain](/creator/undefined) [@costco](/creator/undefined) [@cfromhertz](/creator/undefined) [@fedprom](/creator/undefined) [@ifindretards](/creator/undefined) [@mcuban](/creator/undefined) **Top assets mentioned** [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Mario Coin (COIN)](/topic/$coin) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Novo-Nordisk (NVO)](/topic/$nvo) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Alibaba Group (BABA)](/topic/$baba) [Cisco Systems Inc (CSCO)](/topic/$csco) [Bitcoin (BTC)](/topic/$btc) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Oracle Corporation (ORCL)](/topic/$orcl) [McDonald's Corp (MCD)](/topic/$mcd) [TotalEnergies SE (TTE)](/topic/$tte) [T-Mobile (TMUS)](/topic/$tmus) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [AppLovin Corporation (APP)](/topic/$app) [Eli Lilly and Company (LLY)](/topic/$lly) [Snap, Inc. (SNAP)](/topic/$snap) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Stellantis N.V. (STLA)](/topic/$stla) [Arista Networks Inc (ANET)](/topic/$anet) [FedEx Corporation (FDX)](/topic/$fdx) [Goldman Sachs (GS)](/topic/goldman-sachs) [Toyota Motor Corporation (TM)](/topic/$tm) ### Top Social Posts Top posts by engagements in the last [--] hours "📊 $MMS Q1 Earnings +1.42% ✅ Earnings Beat Adj. EPS: $1.85 YoY: 14.91% (from $1.61) ❌ Revenue Miss Sales: $1.345B YoY: 4.13% (from $1.403B)" [X Link](https://x.com/CHItraders/status/2019382801469173801) 2026-02-05T12:09Z [----] followers, [---] engagements "INITIATIONS 🔹 $AKTS Outperform at Leerink; PT $31 - Buy at TD Cowen - Overweight at JPMorgan; PT $30 🔹 $ARE Neutral at Goldman; PT $60 🔹 $CRBU Buy at Clear Street; PT $13 🔹 $GLIBA Buy at Seaport Global; PT $68 🔹 $LMB Neutral at JPMorgan; PT $100 🔹 $MSA Neutral at JPMorgan; PT $200 🔹 $NBIS Buy at Freedom Capital; PT $108 🔹 $OVV Equal-Weight at Stephens; PT $44 🔹 $RNW Equal-Weight at Morgan Stanley; PT $6.03 🔹 $SGMT Buy at Guggenheim; PT $27 🔹 $TASK Outperform at Wedbush; PT $15 https://twitter.com/i/web/status/2018667920360980494 https://twitter.com/i/web/status/2018667920360980494" [X Link](https://x.com/CHItraders/status/2018667920360980494) 2026-02-03T12:48Z [----] followers, [---] engagements "📊 Zebra Technologies $ZBRA Q4 [----] Earnings 🔹 Earnings Met Adj. EPS: $4.33 YoY: 8.25% (from $4.00) ✅ Revenue Beat Sales: $1.475B YoY: 10.57% (from $1.334B) 🔹 Q1 Adj. EPS Guide: $4.05$4.35 (vs $4.12 est.) 🔹 Q1 Sales Guide: $1.452B$1.504B (vs $1.442B est.) 🔹 FY2026 Adj. EPS Guide: $17.70$18.30 (vs $17.47 est.) https://twitter.com/i/web/status/2021935854290141538 https://twitter.com/i/web/status/2021935854290141538" [X Link](https://x.com/CHItraders/status/2021935854290141538) 2026-02-12T13:14Z [----] followers, [---] engagements "📊 Orchid Island Cap $ORC Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.19 YoY: 280% (from $0.05) ✅ Revenue Beat Sales: $38.483M YoY: 372.59% (from $8.143M)" [X Link](https://x.com/CHItraders/status/2016982718001614919) 2026-01-29T21:12Z [----] followers, [---] engagements "$MU Morgan Stanley Maintains Overweight on Micron Technology Raises Price Target to $450" [X Link](https://x.com/CHItraders/status/2021584532110016538) 2026-02-11T13:58Z [----] followers, [---] engagements "📊 $MGA Quarterly Earnings ✅ Earnings Beat Adj. EPS: $2.18 YoY: 28.99% (from $1.69) ✅ Revenue Beat Sales: $10.85B YoY: 2.07% (from $10.63B)" [X Link](https://x.com/CHItraders/status/2022288099024232896) 2026-02-13T12:33Z [----] followers, [---] engagements "$WELL UK regulator CMA to investigate the completed acquisitions by Welltower of multiple care homes managed by Barchester HC-One Aria Care and Danforth Care" [X Link](https://x.com/CHItraders/status/2013217418118602823) 2026-01-19T11:50Z [----] followers, [---] engagements "$CSGP Third point targets CoStar in new activist campaign; hedge fund plans to nominate directors at Costar" [X Link](https://x.com/CHItraders/status/2016134545754460456) 2026-01-27T13:01Z [----] followers, [---] engagements "📊 Canopy Growth $CGC Quarterly Earnings ❌ Earnings Miss Adj. EPS: $(0.13) YoY: 83.54% (from $(0.79)) ✅ Revenue Beat Sales: $64.83M YoY: 5.13% (from $61.67M)" [X Link](https://x.com/CHItraders/status/2019745624543912127) 2026-02-06T12:10Z [----] followers, [----] engagements "S&P Global Plunges Nearly 18% on Profit Outlook That Fell Short S&P Global Inc. shares tumbled nearly 18% after the bond-rating and market-data firm issued a [----] profit forecast that missed expectations saying it expects adjusted diluted earnings per share of $19.40 to $19.65 this year below the $20 analyst average compiled by media. The stock fell to $365 by 8:44 a.m. in premarket trading in New York on Tuesday. https://twitter.com/i/web/status/2021223174029914211 https://twitter.com/i/web/status/2021223174029914211" [X Link](https://x.com/CHItraders/status/2021223174029914211) 2026-02-10T14:02Z [----] followers, [---] engagements "$BX $AMZN BLACKSTONE JOINS ANTHROPIC ROUND RAISING STAKE TO $1 BILLION" [X Link](https://x.com/CHItraders/status/2021317182760624166) 2026-02-10T20:15Z [----] followers, [---] engagements "📊 $ARI Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.26 YoY: 18.75% (from $0.32) ✅ Revenue Beat Sales: $73.25M YoY: 68.38% (from $43.50M)" [X Link](https://x.com/CHItraders/status/2021334206073405710) 2026-02-10T21:23Z [----] followers, [---] engagements "NYT PICKS MAGNITE FOR APP ADS $MGNI expands deal with New York Times Advertising to power private marketplace in-app ads. 🔹 DV+ becomes preferred platform for $NYT mobile supply 🔹 Focus on premium in-app audience targeting 🔹 Expands private marketplace capabilities 🔹 Aims to boost campaign performance https://twitter.com/i/web/status/2021570766236520468 https://twitter.com/i/web/status/2021570766236520468" [X Link](https://x.com/CHItraders/status/2021570766236520468) 2026-02-11T13:03Z [----] followers, [---] engagements "📊 Outset Medical $OM Quarterly Earnings ❌ Earnings Miss Adj. EPS: $(0.84) YoY: 84.86% (from $(5.55)) ✅ Revenue Beat Sales: $28.87M YoY: 2.01% (from $29.47M)" [X Link](https://x.com/CHItraders/status/2021691656248983748) 2026-02-11T21:03Z [----] followers, [---] engagements "📊 Sun Life Financial $SLF Quarterly Earnings ✅ Earnings Beat Adj. EPS: $1.41 YoY: 17.17% (from $1.20) ✅ Revenue Beat Sales: $8.908B YoY: 65.92% (from $5.369B)" [X Link](https://x.com/CHItraders/status/2021710230845784489) 2026-02-11T22:17Z [----] followers, [---] engagements "📊 Conduent $CNDT Q4 [----] Earnings ❌ Earnings Miss Adj. EPS: $(0.09) YoY: 40.00% improvement (from $(0.15)) ❌ Revenue Miss Sales: $770.000M YoY: 3.75% (from $800M)" [X Link](https://x.com/CHItraders/status/2021933646433665234) 2026-02-12T13:05Z [----] followers, [---] engagements "🔻 Other Notable Premarket Decliners $MICC 16.1% to $16.68 $INSP 11.4% to $60.47 Q4 results + FY26 sales guidance midpoint below estimates $PAYC 8.2% to $108.95 Reported results + FY26 sales guide light $ASTS 7.8% to $89.35 Announced up to $300M convertible note repurchases $CSCO 7.7% to $78.97 Fell after quarterly results $QS 7.6% to $8.15 Dropped following Q4 results $FBRT 6.8% to $9.46 Lower after earnings $VNDA 6.6% to $6.94 Missed Q4 + soft FY26 sales guidance $SNY 6.4% to $46.09 Named Beln Garijo as CEO effective April [----] $TCOM 4.6% to $55.28 Earnings due Feb. [--] $APP 4.3% to $437.20" [X Link](https://x.com/CHItraders/status/2021950481371713974) 2026-02-12T14:12Z [----] followers, [---] engagements "📊 Pacific Biosciences $PACB Quarterly Earnings ✅ Earnings Beat Adj. EPS: $(0.12) YoY: 40% (from $(0.20)) ✅ Revenue Beat Sales: $44.65M YoY: 13.82% (from $39.22M)" [X Link](https://x.com/CHItraders/status/2022056098501734670) 2026-02-12T21:11Z [----] followers, [---] engagements "MACRO DATA $SPY $QQQ Initial Jobless Claims 🔹 227K vs 222K expected 🔹 Continuing claims 1.862M vs 1.85M expected 🔹 Labor market steady but subdued 🔹 Snow distortions may have lifted claims marginally Existing Home Sales 🔹 3.91M vs 4.18M expected 🔹 Inventory [---] months supply (prev 3.3) 🔹 Median price +0.9% Y/Y to $396800 🔹 Weather likely distorted January data https://twitter.com/i/web/status/2022061923429224453 https://twitter.com/i/web/status/2022061923429224453" [X Link](https://x.com/CHItraders/status/2022061923429224453) 2026-02-12T21:35Z [----] followers, [---] engagements "📊 Mobix Labs $MOBX Q1 Earnings 🔹 Earnings Update Adj. EPS: $(0.16) YoY: 69.23% (from $(0.52)) 🔻 Revenue Decline Sales: $1.88M YoY: 40.83% (from $3.17M)" [X Link](https://x.com/CHItraders/status/2022074476461236481) 2026-02-12T22:24Z [----] followers, [---] engagements "AGMH SIGNS AI MUSIC COMPUTE LOI $AGMH partners with MusicDog_ai to blend chip infrastructure with generative audio tech. 🔹 Strategic LOI to integrate hardware and AI audio algorithms 🔹 Focus on computing optimization and commercial deployment 🔹 Push toward full-stack AI computing services model 🔹 Shift from hardware seller to AI ecosystem positioning 🔹 Early-stage partnership not a finalized binding deal 🔹 Translation: microcap pivoting into AI narrative to chase higher-growth story https://twitter.com/i/web/status/2022293001603522973 https://twitter.com/i/web/status/2022293001603522973" [X Link](https://x.com/CHItraders/status/2022293001603522973) 2026-02-13T12:53Z [----] followers, [---] engagements "SpaceX reportedly considering a dual-class IPO share structure to empower Elon Musk" [X Link](https://x.com/CHItraders/status/2022378303630286939) 2026-02-13T18:32Z [----] followers, [---] engagements "Ah Dr. Burry ever the Cassandra of the markets unearthing Palantir's illusory alchemy profits puffed by interest and tax sleight-of-hand sans the vaunted "sauce." Yet as shorts bleed billions one wonders: is this prescient prophecy or just another Big Short sequel flop $PLTR bulls sip your kool-aid slowly. https://twitter.com/i/web/status/2022386904071586199 https://twitter.com/i/web/status/2022386904071586199" [X Link](https://x.com/CHItraders/status/2022386904071586199) 2026-02-13T19:06Z [----] followers, [---] engagements "🛰 $PLTR GETS DEFENSE WINS BUT FACES VALUATION FEARS $PLTR saw post-earnings volatility as new gov and aerospace deals clash with bearish calls warning of a steep downside. 🔹 Airbus partnership extended with multi-year scope 🔹 DISA IL5/IL6 auth boosts classified AI deployment 🔹 Burry flags $80 support $5060 landing area 🔹 Retail sell-off tied to bearish valuation fears 🔹 Trading [------] weak multi-timeframe trend https://twitter.com/i/web/status/2022665907961540873 https://twitter.com/i/web/status/2022665907961540873" [X Link](https://x.com/CHItraders/status/2022665907961540873) 2026-02-14T13:35Z [----] followers, [---] engagements "🧠 $NVDA SETS UP FOR EARNINGS WITH ANALYST BULL DOMINANCE $NVDA heads into Feb [--] earnings backed by heavy Buy ratings as AI demand stays strong while retail grows impatient over the $193 ceiling. 🔹 94% of analysts rate Buy/Strong Buy 🔹 BofA PT $250275 UBS $245 Evercore $352 🔹 AI demand tailwinds still intact 🔹 Retail frustrated with resistance near $193 🔹 Strong trend across all timeframes +38% YoY https://twitter.com/i/web/status/2022666363827880325 https://twitter.com/i/web/status/2022666363827880325" [X Link](https://x.com/CHItraders/status/2022666363827880325) 2026-02-14T13:36Z [----] followers, [---] engagements "💼 ACKMAN BACKS $META $GOOGL $AMZN AS [----] LEADERS Ackman flags key Mag [--] names as top [----] outperformers betting on AI execution balance sheet strength and durable secular growth. 🔹 Calls out $META $GOOGL $AMZN specifically 🔹 Thesis centered on AI-driven earnings expansion 🔹 Strong balance sheets seen as downside cushion 🔹 Long-term growth narrative outweighs volatility 🔹 Boosts sentiment among institutional growth investors https://twitter.com/i/web/status/2022666638122704917 https://twitter.com/i/web/status/2022666638122704917" [X Link](https://x.com/CHItraders/status/2022666638122704917) 2026-02-14T13:38Z [----] followers, [---] engagements "🌐 $CSCO BEATS Q2 AND RAISES FY26 OUTLOOK $CSCO topped earnings and revenue estimates as networking and security demand stayed resilient with stronger backlog driving an upbeat FY26 forecast. 🔹 Q2 EPS and revenue beat expectations 🔹 FY26 outlook raised on solid backlog 🔹 Services trends showing improvement 🔹 Networking and security demand holding firm 🔹 Stock lifted on guidance-driven confidence https://twitter.com/i/web/status/2022666768263651526 https://twitter.com/i/web/status/2022666768263651526" [X Link](https://x.com/CHItraders/status/2022666768263651526) 2026-02-14T13:38Z [----] followers, [---] engagements "📉 $APP SLIDES DESPITE Q4 BEAT ON WEAK OUTLOOK $APP fell even after topping earnings and revenue as soft guidance and slowing bookings overshadowed solid demand for its ad and monetization platforms. 🔹 Q4 EPS and revenue beat estimates 🔹 Guidance and bookings growth disappointed 🔹 Margin compression raised concerns 🔹 Strong UA and monetization demand noted 🔹 Traders sold strength despite top-line beat https://twitter.com/i/web/status/2022667096237195410 https://twitter.com/i/web/status/2022667096237195410" [X Link](https://x.com/CHItraders/status/2022667096237195410) 2026-02-14T13:39Z [----] followers, [---] engagements "⚡ AI BOOM SHIFTS FROM SOFTWARE TO POWER & INFRASTRUCTURE The AI race is increasingly about electricity chips and data centers highlighted by $CANG pivoting from $BTC mining to distributed AI compute. $AIQ $BLOK $BOTZ $GRID $NVDA $SMH 🔹 AI inference demand seen outpacing supply 🔹 Power and grid capacity becoming key bottlenecks 🔹 Hybrid model: hyperscalers + distributed inference 🔹 Chips utilities and data centers emerging as core AI plays 🔹 Crypto miners pivoting to AI for steadier revenue streams https://twitter.com/i/web/status/2022674084232904891" [X Link](https://x.com/CHItraders/status/2022674084232904891) 2026-02-14T14:07Z [----] followers, [---] engagements "@Breaking911 Who Lol" [X Link](https://x.com/anyuser/status/1084151495044620288) 2019-01-12T18:13Z [----] followers, [--] engagements "@01stocksavage @DeItaone They are taxed. Its still not their responsibility to handout their cash to others. 🤦🏻♂" [X Link](https://x.com/anyuser/status/1376897629104304133) 2021-03-30T14:02Z [----] followers, [--] engagements "@DeItaone Nothing legitimate about selling information about people without their knowledge or obtaining any monetary gain from it" [X Link](https://x.com/anyuser/status/1389978782375763969) 2021-05-05T16:22Z [----] followers, [--] engagements "@jhenthorn @CryptoCobain" [X Link](https://x.com/anyuser/status/1393014002893078529) 2021-05-14T01:23Z [----] followers, [--] engagements "$NOK $IDGT $SIXG Nokia Advances Multi-PON Fiber Tech Powers blackned's Defense Networks" [X Link](https://x.com/CHItraders/status/1927672557349532151) 2025-05-28T10:25Z [----] followers, [---] engagements "💼 SLR Investment Corp $SLRC Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.44 (vs. $0.40 est) YoY: 2.3% (from $0.43) ✅ Revenue Beat Sales: $53.91M (vs. $53.55M est) YoY: 8.6% (from $58.98M)" [X Link](https://x.com/CHItraders/status/1952823805186850955) 2025-08-05T20:07Z [----] followers, [---] engagements "📊 Alliance Resource Partners $ARLP Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.73 YoY: 10.6% (from $0.66) ✅ Revenue Beat Sales: $571.4M YoY: 6.9% (from $613.6M)" [X Link](https://x.com/CHItraders/status/1982765055583379770) 2025-10-27T11:03Z [----] followers, [---] engagements "📊 Sierra $BSRR Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.72 YoY: 2.7% (from $0.74) ✅ Revenue Beat Sales: $40.0M YoY: 3.8% (from $38.6M)" [X Link](https://x.com/CHItraders/status/1982783744743244002) 2025-10-27T12:17Z [----] followers, [---] engagements "📊 MNTN $MNTN Q3 [----] Earnings ✅ Earnings Beat Adj. EPS: $0.08 YoY: 128.6% (from $(0.28)) ❌ Revenue Miss Sales: $70.0M YoY: 22.6% (from $57.1M)" [X Link](https://x.com/CHItraders/status/1985820304778936782) 2025-11-04T21:23Z [----] followers, [---] engagements "📊 Expensify $EXFY Q3 Earnings -4.32% ❌ Earnings Miss Adj. EPS: $(0.03) YoY: 150% (from $0.06) ❌ Revenue Miss Sales: $35.065M YoY: 0.97% (from $35.409M)" [X Link](https://x.com/CHItraders/status/1986539539758780810) 2025-11-06T21:01Z [----] followers, [---] engagements "📊 Tvardi Therapeutics $TVRD Q3 Earnings ✅ Earnings Beat Adj. EPS: $(0.59)" [X Link](https://x.com/CHItraders/status/1989084178483409076) 2025-11-13T21:33Z [----] followers, [---] engagements "DOWNGRADES 🔹 $ARDT to Equal-Weight at Morgan Stanley; PT [--] 🔹 $AESI to Underweight at Barclays; PT [--] 🔹 $BTM to Neutral at B. Riley; PT [----] 🔹 $FLS to Neutral at BofA 🔹 $GAMB to Neutral at BTIG 🔹 $HD to Hold at Stifel; PT [---] 🔹 $IHS to Underweight at JPMorgan; PT [--] 🔹 $KLC to Neutral at UBS; PT [----] 🔹 $KRRO to Hold at Jones 🔹 $MRSN to Market Perform at William Blair 🔹 $MNPR to Outperform at Raymond James; PT [---] 🔹 $ECO to Neutral at Clarksons; PT [-----] 🔹 $ECO to Hold at ABG; PT [-----] 🔹 $PGR to Hold at Jefferies; PT [---] 🔹 $STUB to Neutral at BofA 🔹 $TCRX to Equal-Weight at Morgan" [X Link](https://x.com/CHItraders/status/1989306740513407411) 2025-11-14T12:17Z [----] followers, [---] engagements "📊 Via Transportation $VIA Q3 Earnings ❌ Earnings Miss Adj. EPS: -$1.49 YoY: 12.35% (from -$1.70) ✅ Revenue Beat Sales: $109.653M YoY: 31.61% (from $83.314M)" [X Link](https://x.com/CHItraders/status/1989339528138756450) 2025-11-14T14:27Z [----] followers, [---] engagements "DOWNGRADES 🔹 $BHVN Downgraded to Neutral at UBS; PT $11 🔹 $MSDL Downgraded to Sector Perform at RBC 🔹 $NIO ADRs downgraded to Neutral at Macquarie 🔹 $PSBD Downgraded to Sector Perform at RBC; PT $13" [X Link](https://x.com/CHItraders/status/1993656121287156212) 2025-11-26T12:20Z [----] followers, [---] engagements "INITIATIONS 🔹 $ANNX Buy at Clear Street; PT $17 🔹 $BL Buy at Rosenblatt; PT $65 🔹 $CCCC Buy at TD Cowen 🔹 $CRC Overweight at Wells Fargo; PT $58 🔹 $CAI Hold at Canaccord; PT $28 🔹 $CBRE Overweight at Barclays; PT $190 🔹 $CRCL Underperform at Wolfe; PT $60 🔹 $NET Overweight at Barclays; PT $235 🔹 $CWK Equal-Weight at Barclays; PT $18 🔹 $DHR Overweight at Morgan Stanley; PT $270 🔹 $FUBO Market Perform at Raymond James 🔹 $JLL Equal-Weight at Barclays; PT $351 🔹 $KBR Outperform at Oppenheimer; PT $60 🔹 $KNTK Buy at Jefferies; PT $41 🔹 $MTD Equal-Weight at Morgan Stanley 🔹 $MRP Buy" [X Link](https://x.com/CHItraders/status/1995832056765354326) 2025-12-02T12:26Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $ACHC Market Perform at Leerink; PT $14 🔹 $APLT Market Perform at Leerink; PT $1 🔹 $AUPH Market Perform at Leerink; PT $16 🔹 $BHVN Neutral at HC Wainwright; PT $11 🔹 $BMRN Market Perform at Leerink; PT $60 🔹 $CHTR Strong Sell at CFRA 🔹 $CGNX Underweight at JPMorgan; PT $35 🔹 $IFRX Market Perform at Leerink; PT $2 🔹 $JAMF Market Perform at Citizens 🔹 $PSTG Neutral at Susquehanna; PT $100 🔹 $REGN Equal-Weight at Morgan Stanley; PT $767 🔹 $W Hold at Jefferies; PT $94 https://twitter.com/i/web/status/1996192599623745642" [X Link](https://x.com/CHItraders/status/1996192599623745642) 2025-12-03T12:19Z [----] followers, [---] engagements "$FMC FMC Corp CEO says tariffs are going to be a headwind in 2026" [X Link](https://x.com/CHItraders/status/1996292948183351649) 2025-12-03T18:58Z [----] followers, [---] engagements "📈 UPGRADES 🔹 $ARX Market Outperform at Citizens; PT [--] 🔹 $BXP Overweight at KeyBanc; PT [--] 🔹 $CURB Overweight at KeyBanc; PT [--] 🔹 $EGP Overweight at KeyBanc; PT [---] 🔹 $META Buy at Arete; PT [---] 🔹 $NU Outperform at Santander; PT [--] 🔹 $TSHA Buy at Goldman; PT [--] 🔹 $TOST Overweight at JPM; PT [--] 🔹 $TOL Overweight at JPM 🔹 $UMH Buy at Colliers; PT [--] https://twitter.com/i/web/status/1996556568440033633 https://twitter.com/i/web/status/1996556568440033633" [X Link](https://x.com/CHItraders/status/1996556568440033633) 2025-12-04T12:25Z [----] followers, [---] engagements "$TDAY USA TODAY Enters Into Multi-Year AI Licensing Partnership With $META" [X Link](https://x.com/CHItraders/status/1996937866316861711) 2025-12-05T13:41Z [----] followers, [---] engagements "INITIATIONS 🔹 $AVAH Outperform at William Blair 🔹 $OTF Market Outperform at Citizens 🔹 $BTSG Outperform at William Blair 🔹 $BC Buy at Seaport Global; PT [--] 🔹 $CAN Buy at BTIG; PT [--] 🔹 $CGBD Market Perform at Citizens 🔹 $CVLT Outperform at Mizuho 🔹 $CUBI Equal-Weight at Morgan Stanley 🔹 $BEAT Buy at HC Wainwright; PT [----] 🔹 $MAIN Market Outperform at Citizens; PT [--] 🔹 $MTDR Buy at Citi; PT [--] 🔹 $OKYO Buy at B. Riley; PT [--] 🔹 $OMF Buy at Truist; PT [--] 🔹 $KTTA Buy at HC Wainwright; PT [--] 🔹 $PNTG Outperform at William Blair 🔹 $SNDK Neutral at JPMorgan; PT [---] 🔹 $TRIN Market" [X Link](https://x.com/CHItraders/status/1998007935155241443) 2025-12-08T12:33Z [----] followers, [---] engagements "$BORR $NE Noble Corp To Sell Six Jackups For $424M Including $360M Deal With Borr Drilling And A Separate Transaction For The Sale Of One Rig To Ocean Oilfield Drilling For $64M In Cash" [X Link](https://x.com/CHItraders/status/1998149918905499740) 2025-12-08T21:57Z [----] followers, [---] engagements "$DDD 3D Systems To Exchange An Aggregate Principa Amount Of $31 Million Of [----] Notes For 16.6M Shares" [X Link](https://x.com/CHItraders/status/1998380754032545994) 2025-12-09T13:14Z [----] followers, [---] engagements "📊 Netskope $NTSK QX Earnings ✅ Earnings Beat Adj. EPS: $(0.10) ✅ Revenue Beat Sales: $184.200M" [X Link](https://x.com/CHItraders/status/1999225292355744159) 2025-12-11T21:10Z [----] followers, [---] engagements "$DDD 3D Systems Announced That The U.S. Food And Drug Administration Has Granted 510(K) Clearance Expanding The Indications For Its VSP Orthopedics Virtual Surgical Planning And Patient-specific Instrumentation Platform To Include Skeletally Mature Adolescents Of Normal Bone Stature In Addition To Adults https://twitter.com/i/web/status/2000545012363186318 https://twitter.com/i/web/status/2000545012363186318" [X Link](https://x.com/CHItraders/status/2000545012363186318) 2025-12-15T12:34Z [----] followers, [---] engagements "INITIATIONS 🔹 $CAMT Neutral at Goldman; PT $123 🔹 $CBC Overweight at Piper Sandler; PT $28 - Overweight at Morgan Stanley; PT $31 🔹 $FN Positive at Susquehanna; PT $550 🔹 $GLOO Buy at Benchmark; PT $14 - Buy at Loop Capital; PT $12 - Buy at Texas Capital; PT $14 - Buy at Roth Capital Partners; PT $17 🔹 $MTSI Neutral at Susquehanna; PT $200 🔹 $PONY Outperform at Macquarie; PT $29 🔹 $SEPN Buy at Truist Secs; PT $34 🔹 $SERA Buy at Jefferies; PT $5 🔹 $SITM Buy at Goldman; PT $420 🔹 $VINP Outperform at Grupo Santander; PT $16 🔹 $VFS Corporate at Edison Investment Research" [X Link](https://x.com/CHItraders/status/2000557354383802570) 2025-12-15T13:23Z [----] followers, [---] engagements "$AIV Aimco Enters Agreement With LaTerra Capital In Partnership With Respark To Sell Its Portfolio Of Seven Apartment Properties Including [----] Units In Chicago Market For $455M" [X Link](https://x.com/CHItraders/status/2000678217384919064) 2025-12-15T21:23Z [----] followers, [----] engagements "$VIA Bleecker Street Research short Via Transportation" [X Link](https://x.com/CHItraders/status/2000976090442162260) 2025-12-16T17:07Z [----] followers, [---] engagements "Vir Biotechnology $VIR licensed European rights for its hepatitis delta therapy to Norgine locking in upfront cash milestone upside and cost sharing. 🔹 55M upfront up to 495M milestones plus mid-teens to high-20s% royalties 🔹 Norgine gets rights in Europe Australia New Zealand 🔹 $VIR keeps U.S. and other markets 🔹 Norgine covers 25% of ECLIPSE trial costs 🔹 ECLIPSE [--] fully enrolled 🔹 Cash runway extended into Q4 [----] https://twitter.com/i/web/status/2001036760365645982 https://twitter.com/i/web/status/2001036760365645982" [X Link](https://x.com/CHItraders/status/2001036760365645982) 2025-12-16T21:08Z [----] followers, [---] engagements "$SAVEQ Spirit Airlines considers merger with Frontier amid bankruptcy $ULCC" [X Link](https://x.com/CHItraders/status/2001055206147055912) 2025-12-16T22:21Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $AVTR Underperform at Jefferies; PT $9 🔹 $BALY Underweight at Barclays; PT $11 🔹 $BF.B Sell at Citi; PT $27 🔹 $CLVT Underweight at Morgan Stanley; PT $3 🔹 $CYBR Neutral at JPMorgan; PT $474 🔹 $FTNT Underweight at JPMorgan; PT $75 🔹 $JNJ Hold at CFRA; PT $222 🔹 $KDP Hold at Jefferies; PT $32 🔹 $MGM Equalweight at Barclays; PT $38 🔹 $PVH Market Perform at Telsey; PT $82 🔹 $SQ Equal Weight at Wells Fargo; PT $7 🔹 $STZ Hold at Jefferies; PT $154 🔹 $WTRG Underweight at Barclays; PT $38 https://twitter.com/i/web/status/2001278285234204960" [X Link](https://x.com/CHItraders/status/2001278285234204960) 2025-12-17T13:08Z [----] followers, [---] engagements "INITIATIONS 🔹 $AARD Outperform at Oppenheimer 🔹 $ANNX Buy at Chardan; PT $16 🔹 $AVBP Overweight at Cantor 🔹 $BC Hold at Loop Capital; PT $74 🔹 $KLRS Buy at Chardan; PT $19 🔹 $LEVI Outperform at Raymond James; PT $26 🔹 $MBUU Buy at Loop Capital; PT $34 🔹 $HZO Buy at Loop Capital; PT $29 🔹 $MCFT Hold at Loop Capital; PT $21 🔹 $SPRB Reinstated Outperform at Oppenheimer; PT $28 https://twitter.com/i/web/status/2003451483585478907 https://twitter.com/i/web/status/2003451483585478907" [X Link](https://x.com/CHItraders/status/2003451483585478907) 2025-12-23T13:03Z [----] followers, [---] engagements "$SNEX WEEKLY BREAKDOWN 🔹 Drifted from $95.69 Monday open to $100.19 Friday close 🔹 Weekly move: +4.7% 🔹 Vibe: Slow grind higher no drama just money showing up WHATS DRIVING / DRAGGING IT 🔹 Financials caught a year-end bid as positioning shifted 🔹 No negative headlines to spook holders 🔹 Capital markets activity stayed supportive 🔹 Volatility compressed sellers backed off 🔹 Buyers stepped in quietly not chasing OPTIONS IMPLIED VOL 🔹 30-day IV stayed relatively calm 🔹 Premiums modest given the steady advance 🔹 Implied weekly move tighter than realized price action 🔹 Flow leaned" [X Link](https://x.com/CHItraders/status/2005306125185392740) 2025-12-28T15:53Z [----] followers, [---] engagements "$NMAX Newsmax Signs Multi-Year Distribution Deals With Major TV Distributors Throughout Europe Eastern Mediterranean" [X Link](https://x.com/CHItraders/status/2005635284713779627) 2025-12-29T13:41Z [----] followers, [---] engagements "$CHAI Core AI Announces Agreement To Divest Siyata Mobile And Its Subsidiaries For Initial Consideration Of $100K In Cash And Earn Out Considerations" [X Link](https://x.com/CHItraders/status/2005635333841625248) 2025-12-29T13:41Z [----] followers, [---] engagements "$CWT California Water Service Secures CPUC Approval For Temporary Rate Adjustments Amid Delayed General Rate Case Decision" [X Link](https://x.com/CHItraders/status/2005946590708515097) 2025-12-30T10:18Z [----] followers, [---] engagements "$SBC SBC Medical Enters US Market Through Strategic Investment And Partnership With Leading MedSpa Chain OrangeTwist" [X Link](https://x.com/CHItraders/status/2008151877972627672) 2026-01-05T12:21Z [----] followers, [---] engagements "INITIATIONS 🔹 $LMRI Overweight/Outperform across multiple firms; PT $2223 🔹 $SBET Overweight at Cantor; PT $15 🔹 $VTVT Buy at TD Cowen; PT $67 🔹 $WAT Outperform at William Blair" [X Link](https://x.com/CHItraders/status/2008153739387916301) 2026-01-05T12:28Z [----] followers, [---] engagements "$COYA FDA IND ACCEPTED 🔹 FDA accepts IND for COYA [---] in frontotemporal dementia 🔹 Targets Treg function in neurodegenerative disease 🔹 FTD has no approved disease-modifying treatments 🔹 Clears path to begin clinical development" [X Link](https://x.com/CHItraders/status/2008164308929434052) 2026-01-05T13:10Z [----] followers, [---] engagements "$ARLO ARLO AND SAMSUNG EXTEND PARTNERSHIP TO INTEGRATE NEW SMART SECURITY CAPABILITIES INTO SMARTTHINGS PLATFORM" [X Link](https://x.com/CHItraders/status/2008169689239744814) 2026-01-05T13:32Z [----] followers, [---] engagements "FINANCIALS 🔹 $JEF tied to creditor dispute in First Brands bankruptcy 🔹 Bitcoin options show traders targeting $100k 🔹 $UNCRY lifts Alpha Bank stake to 29.8%" [X Link](https://x.com/CHItraders/status/2008505237871718881) 2026-01-06T11:45Z [----] followers, [---] engagements "$LLY $VTYX Eli Lilly is in advanced talks to acquire Ventyx Biosciences for more than USD 1bln" [X Link](https://x.com/CHItraders/status/2008644200062124187) 2026-01-06T20:57Z [----] followers, [----] engagements "$KKR SLIPS AFTER DATA CENTER BET $KKR shares trade lower after unveiling a fresh $1.5B equity investment into European data center platform GTR. 🔹 Funds AI-ready high-density data center expansion 🔹 Oak Hill joins with $400M commitment 🔹 Capital deployed via infra strategy not buybacks 🔹 Heavy capex headline spooks near-term traders 🔹 Long-term AI and cloud demand still the core pitch https://twitter.com/i/web/status/2008965112808263889 https://twitter.com/i/web/status/2008965112808263889" [X Link](https://x.com/CHItraders/status/2008965112808263889) 2026-01-07T18:13Z [----] followers, [---] engagements "$OLPX Olaplex said to have attracted a takeover offer from Germany's Henkel" [X Link](https://x.com/CHItraders/status/2008985099870851519) 2026-01-07T19:32Z [----] followers, [---] engagements "$LUCY Innovative Eyewear 10%+ Shareholder Vladimir Galkin Reported Purchase Of [------] Shares @ Avg Price Of $1.79/Share In Form [--] Filing On Wednesday" [X Link](https://x.com/CHItraders/status/2009243232493072708) 2026-01-08T12:38Z [----] followers, [---] engagements "INITIATIONS / REINSTATEMENTS 🔹 $ALLY Buy at UBS; PT $56 🔹 $BCAX Buy at BTIG; PT $28 🔹 $BFH Buy at UBS; PT $92 🔹 $BHLL Buy at Roth Capital 🔹 $EVMN Strong Buy at Raymond James; PT $40 🔹 $FIG Hold at Stifel; PT $40 🔹 $INTU Buy at TD Cowen; PT $802 🔹 $PII Buy at Seaport Global; PT $83 🔹 $TYL Buy at Stifel; PT $550 https://twitter.com/i/web/status/2009247421209977011 https://twitter.com/i/web/status/2009247421209977011" [X Link](https://x.com/CHItraders/status/2009247421209977011) 2026-01-08T12:54Z [----] followers, [---] engagements "INITIATIONS / REINSTATEMENTS 🔹 $ARE Equal-Weight at Morgan Stanley 🔹 $AUNA Buy at Inteligo; PT $10.90 🔹 $ADSK Buy at Redburn; PT $375 🔹 $BWMN Neutral at JPMorgan; PT $40 🔹 $BBOT Outperform at Raymond James; PT $24 🔹 $CAVA Outperform at Telsey; PT $85 🔹 $CMG Reinstated Outperform at Telsey; PT $50 🔹 $CTEV Equal-Weight at Wells Fargo; PT $33 🔹 $ED Hold at TD Cowen; PT $105 🔹 $CEG Buy at TD Cowen; PT $440 🔹 $CRGY Market Perform at BMO; PT $10 🔹 $D Hold at TD Cowen; PT $65 🔹 $DOCS Outperform at RBC; PT $59 🔹 $DKNG Hold at Texas Capital; PT $39 🔹 $ETR Buy at TD Cowen; PT $108 🔹" [X Link](https://x.com/CHItraders/status/2009605538477199611) 2026-01-09T12:37Z [----] followers, [---] engagements "CONVENIENCE RETAIL GETS A SPLIT VERDICT $CASY earns a premium while $MUSA gets sidelined as food beats fuel in the latest BofA calls. 🔹 $CASY Buy PT $700 on [----] EV EBITDA 15.9x 🔹 Higher-margin foodservice drives expected 8%10% EBITDA growth 🔹 Fuel is 61% of revenue but 70% of inside transactions exclude fuel 🔹 Rural footprint pizza scale liquor licenses support premium multiple 🔹 CEFCO conversions in [----] seen lifting food margins 🔹 $MUSA Underperform PT $405 on [----] EV EBITDA 8.6x 🔹 Heavy fuel and nicotine exposure caps upside in low-volatility pricing 🔹 $WMT adjacency and lean ops" [X Link](https://x.com/CHItraders/status/2009701136312246412) 2026-01-09T18:57Z [----] followers, [---] engagements "ABBV BUYS ARIZONA FACTORY $ABBV is buying a device plant from $WST to make more of its own drug gear in-house. 🔹 Grabbing a Tempe AZ manufacturing site plus device IP 🔹 Hiring [---] workers at the site 🔹 Spending $175M+ to buy and modernize it 🔹 Adds injector tech for immunology and neuroscience drugs 🔹 Part of $10B U.S. manufacturing push over [--] years 🔹 Deal expected to close mid-2026 https://twitter.com/i/web/status/2010678219431657690 https://twitter.com/i/web/status/2010678219431657690" [X Link](https://x.com/CHItraders/status/2010678219431657690) 2026-01-12T11:40Z [----] followers, [---] engagements "FINANCIALS 🔹 Trump calls for 10% cap on credit card rates 🔹 $DB India unit draws bids from Kotak Federal Bank 🔹 $PRU considers selling India asset manager 🔹 $KKR COO steps down 🔹 $COIN warns lawmakers over stablecoin rewards" [X Link](https://x.com/CHItraders/status/2010683204777173246) 2026-01-12T12:00Z [----] followers, [---] engagements "$CYD China Yuchai Acquires 27.97% Stake In Nanyue Diankong For RMB 176.2M ($25M) To Strengthen Powertrain Supply Chain" [X Link](https://x.com/CHItraders/status/2010687205602189472) 2026-01-12T12:16Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $ALL Hold at TD Cowen; PT $231 🔹 $AEP Neutral at BofA 🔹 $AMWD Neutral at Baird; PT $60 🔹 $AMKR Neutral at UBS; PT $55 🔹 $AROW Market Perform at Hovde 🔹 $AXTA Neutral at UBS; PT $35 🔹 $BC Hold at Texas Capital; PT $90 🔹 $CRWD Sector Weight at KeyBanc 🔹 $DDOG Sell at Goldman 🔹 $DV Equal-Weight at Barclays; PT $12 🔹 $GTLB Equal-Weight at Morgan Stanley; PT $42 🔹 $GTLB Underweight at Barclays; PT $34 🔹 $HTB Market Perform at Hovde 🔹 $NTNX Equal-Weight at Morgan Stanley 🔹 $OMF Underweight at JPMorgan; PT $65 🔹 $PRM Neutral at UBS; PT $31 🔹 $RRC Equal-Weight at" [X Link](https://x.com/CHItraders/status/2010697320044613993) 2026-01-12T12:56Z [----] followers, [---] engagements "PACBIO TEAMS UP FOR ULTRA-RARE DISEASE PUSH $PACB plans a strategic collaboration with n-Lorem and EspeRare to use long-read genome sequencing to support custom ASO therapies for ultra-rare diseases. 🔹 Long-read sequencing used to design ASO therapies 🔹 Targets variants missed by standard sequencing 🔹 Aims to cut testing steps and speed validation 🔹 PacBio donating reagents and scientific support 🔹 Goal is faster path from genome to treatment https://twitter.com/i/web/status/2010719526514499600 https://twitter.com/i/web/status/2010719526514499600" [X Link](https://x.com/CHItraders/status/2010719526514499600) 2026-01-12T14:24Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $ADBE Market Perform at Oppenheimer 🔹 $AA Equal-Weight at Wells Fargo; PT $71 🔹 $AJG Market Perform at BMO; PT $275 🔹 $ASTS Neutral at B Riley; PT $105 🔹 $ATRA Hold at Canaccord; PT $6 🔹 $BSY Neutral at Piper Sandler; PT $45 🔹 $CHTR Underweight at Wells Fargo 🔹 $CRH Equal-Weight at Wells Fargo; PT $138 🔹 $FDX Neutral at BNP Paribas; PT $280 🔹 $RACE Hold at HSBC 🔹 $FIVE Hold at Jefferies; PT $210 🔹 $HPQ Sell at Goldman; PT $21 🔹 $IBP Underweight at JPMorgan; PT $245 🔹 $KALU Equal-Weight at Wells Fargo; PT $120 🔹 $KNF Equal-Weight at Wells Fargo; PT $81 🔹 $LINE" [X Link](https://x.com/CHItraders/status/2011059305970045293) 2026-01-13T12:54Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $WBD Neutral at Guggenheim; PT $30 🔹 $VMC Neutral at D.A. Davidson; PT $330 🔹 $VOLARA Neutral at JPMorgan; PT $11 🔹 $VVX Hold at Truist 🔹 $SF Hold at TD Cowen 🔹 $SNAP Underperform at BNP Paribas; PT $8 🔹 $RIVN Sell at UBS; PT $15 🔹 $MLM Neutral at D.A. Davidson; PT $690 🔹 $PNG Sector Perform at National Bank; PT CAD [----] 🔹 $KKR Hold at TD Cowen 🔹 $GPN Hold at Deutsche Bank; PT $80 🔹 $DEI Sector Perform at Scotiabank; PT $12.50 🔹 $CCEP Neutral at BofA 🔹 $BLK Hold at TD Cowen 🔹 $AJG Neutral at Cantor; PT $282 https://twitter.com/i/web/status/2011425256410370253" [X Link](https://x.com/CHItraders/status/2011425256410370253) 2026-01-14T13:08Z [----] followers, [---] engagements "VCIG PLUGS INTO REAL-WORLD ASSETS $VCIG lands its first enterprise supply partner for its new RWA Exchange. 🔹 Partnering with Mezzofy on asset supply 🔹 Mezzofy runs digital vouchers for big consumer brands 🔹 Network includes Starbucks Pizza Hut KFC SaSa and more 🔹 Brings real consumer spending assets onto the exchange 🔹 Sets up tokenized redeemable merchant assets 🔹 Goal is scalable compliant real-world token trading https://twitter.com/i/web/status/2011537423893725543 https://twitter.com/i/web/status/2011537423893725543" [X Link](https://x.com/CHItraders/status/2011537423893725543) 2026-01-14T20:34Z [----] followers, [---] engagements "First Horizon $FHN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.52 YoY: 20.93% (from $0.43) ✅ Revenue Beat Sales: $888.000M YoY: 21.81% (from $729.000M)" [X Link](https://x.com/CHItraders/status/2011779885925036359) 2026-01-15T12:37Z [----] followers, [---] engagements "🛒 UBER + KROGER GO NATIONAL $UBER and $KR just made grocery delivery even harder to dodge. 🔹 Nearly [----] Kroger-family stores now on Uber Eats Uber and Postmates 🔹 Fresh groceries house brands and essentials available 🔹 Same-day and on-demand delivery nationwide 🔹 Boosts Ubers everyday-use play 🔹 Gives Kroger digital reach without extra logistics headaches https://twitter.com/i/web/status/2011786427659387116 https://twitter.com/i/web/status/2011786427659387116" [X Link](https://x.com/CHItraders/status/2011786427659387116) 2026-01-15T13:03Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $VTEX Neutral at UBS; PT $4 🔹 $SLGN Sector Perform at RBC; PT $43 🔹 $RKLB Sector Weight at KeyBanc 🔹 $NTNX Equal-Weight at Barclays; PT $53 🔹 $MLTX Sell at Goldman Sachs; PT $10 🔹 $LESL Underweight at Morgan Stanley; PT $1.50 🔹 $GEHC Sell at UBS; PT $77 🔹 $FLUT Equal-Weight at Wells Fargo; PT $228 🔹 $ACI Underweight at Morgan Stanley; PT $14 https://twitter.com/i/web/status/2011788903452114950 https://twitter.com/i/web/status/2011788903452114950" [X Link](https://x.com/CHItraders/status/2011788903452114950) 2026-01-15T13:13Z [----] followers, [---] engagements "INITIATIONS 🔹 $WCCB Buy at Janney; PT $52 🔹 $TOYO Buy at HCW; PT $18 🔹 $SWKS Sector Perform at RBC; PT $65 🔹 $SLAB Sector Perform at RBC; PT $160 🔹 $SNDK Sector Perform at RBC; PT $400 🔹 $RLI Equal-Weight at Wells Fargo; PT $62 🔹 $RGTI Buy at Redburn Atlantic 🔹 $QUBT Buy at Redburn Atlantic 🔹 $QCOM Sector Perform at RBC; PT $180 🔹 $NVDA Outperform at RBC 🔹 $NBIS Equal-Weight at Morgan Stanley; PT $126 🔹 $MU Outperform at RBC 🔹 $MRVL Outperform at RBC 🔹 $LUXE Buy at B. Riley; PT $12 🔹 $LSCC Outperform at RBC 🔹 $LRCX Outperform at RBC 🔹 $KLAC Sector Perform at RBC; PT $1550 🔹" [X Link](https://x.com/CHItraders/status/2011789014190129238) 2026-01-15T13:14Z [----] followers, [---] engagements "TOYOTA BUYOUT DRAMA $TM pops as Elliott calls the affiliate buyout price cheap. 🔹 Offer raised to [-----] yen from [-----] 🔹 Elliott says that still lowballs minority holders 🔹 Activist pegs real value above [-----] yen 🔹 Elliott refuses to tender its shares 🔹 Blames 40% jump in Toyota group stocks for higher fair value https://twitter.com/i/web/status/2011851992847491094 https://twitter.com/i/web/status/2011851992847491094" [X Link](https://x.com/CHItraders/status/2011851992847491094) 2026-01-15T17:24Z [----] followers, [---] engagements "OSTX CLINICAL WIN STOCK STILL SULKING $OSTX drops even with good news because markets enjoy irony. 🔹 Phase 2b data shows immune markers tied to long-term survivors 🔹 Data supports BLA filing path with FDA 🔹 Target approvals: UK Q2 [----] US Q3 [----] EU end-2026 🔹 Could score a Priority Review Voucher and flip it for cash 🔹 Stock still down 66% in a year and hugging its lows https://twitter.com/i/web/status/2011853842934042729 https://twitter.com/i/web/status/2011853842934042729" [X Link](https://x.com/CHItraders/status/2011853842934042729) 2026-01-15T17:31Z [----] followers, [---] engagements "SHALE MEGADEAL WHISPERS $CTRA and $DVN are rumored to be flirting with a monster merger. 🔹 Talks center on combining to gain scale 🔹 Both heavy in Permian and Anadarko 🔹 Activists want fewer players bigger wallets 🔹 Deal could mean cost cuts and cleaner portfolios 🔹 [----] shale theme: merge or get lonely https://twitter.com/i/web/status/2011858565804204492 https://twitter.com/i/web/status/2011858565804204492" [X Link](https://x.com/CHItraders/status/2011858565804204492) 2026-01-15T17:50Z [----] followers, [----] engagements "$AWK American Water Works to invest USD 46-48bln in system upgrades over the next ten years" [X Link](https://x.com/CHItraders/status/2011878478149533969) 2026-01-15T19:09Z [----] followers, [---] engagements "UNUSUAL MACHINES SCORES DEFENSE DRONE ORDER $UMAC landed a $2.1M order for U.S.-assembled drone gear for defense and government use. 🔹 $2.1M purchase order tied to NDAA-compliant drone systems 🔹 Fulfillment split across Q1 and Q2 using current capacity 🔹 Includes controllers cameras transmitters headsets motors 🔹 Customers moving fast under government timelines 🔹 Management says ops are built for speed not excuses https://twitter.com/i/web/status/2011907336839827592 https://twitter.com/i/web/status/2011907336839827592" [X Link](https://x.com/CHItraders/status/2011907336839827592) 2026-01-15T21:04Z [----] followers, [----] engagements "FORD EYES BYD BATTERIES ABROAD $F in talks with Chinas $BYDDF to power hybrids at overseas plants while Washington pretends not to notice. 🔹 Batteries would go into hybrids built outside the U.S. 🔹 Those cars could still be shipped back into the U.S. 🔹 No deal close just exploring options 🔹 Most U.S. hybrids still planned from North America 🔹 $F wont confirm BYD went silent https://twitter.com/i/web/status/2011985183092928654 https://twitter.com/i/web/status/2011985183092928654" [X Link](https://x.com/CHItraders/status/2011985183092928654) 2026-01-16T02:13Z [----] followers, [---] engagements "WRD HITS [----] ROBOTAXIS $WRD is scaling its robotaxi fleet fast as the autonomous race heats up. 🔹 Now at [----] robotaxis worldwide 🔹 Fully driverless in Beijing Guangzhou Abu Dhabi 🔹 Targeting tens of thousands by [----] 🔹 Uses WeRide One and HPC [---] to cut costs 🔹 Rolling out WeRide Go inside WeChat 🔹 WeChat has 1B+ users bookings live in Beijing and Guangzhou 🔹 Partnered with $UBER to launch in Dubai 🔹 $GOOGL/ $GOOG-backed Waymo rolled out Ojai robotaxi at CES 🔹 Waymo fleet already over [----] vehicles 🔹 Waymo trying to raise $10B at $100B valuation 🔹 $TSLA missed Musks Austin" [X Link](https://x.com/CHItraders/status/2012160815265120660) 2026-01-16T13:51Z [----] followers, [---] engagements "BUILDS ON VIATRIS HEART PLAY $VTRS rolls out Inpefa in the UAE kicking off its non-US expansion for a heart failure drug that actually does something. 🔹 First Viatris territory to launch it: UAE 🔹 More countries lined up over the next few years 🔹 Inpefa is the only dual SGLT1/2 inhibitor on the market 🔹 Approved to cut heart-failure deaths and hospital visits 🔹 Targets heart failure type [--] diabetes kidney disease patients https://twitter.com/i/web/status/2013583523475562741 https://twitter.com/i/web/status/2013583523475562741" [X Link](https://x.com/CHItraders/status/2013583523475562741) 2026-01-20T12:04Z [----] followers, [---] engagements "WIND FARM GETS A HALL MONITOR $ACN BOSLAN unit gets hired to babysit every bolt and cable on a massive North Sea wind project. 🔹 ScottishPower picks BOSLAN to oversee East Anglia TWO wind farm 🔹 Covers factories parts logistics and offshore installs 🔹 Watching over turbines cables substations platforms everything heavy 🔹 Team includes engineers weld inspectors QA nerds logistics wranglers 🔹 Goal is zero surprises and no how did that pass inspection moments 🔹 BOSLAN brings 20+ years of big-project babysitting experience https://twitter.com/i/web/status/2013595777013015002" [X Link](https://x.com/CHItraders/status/2013595777013015002) 2026-01-20T12:53Z [----] followers, [---] engagements "HEART DRUG GOES GLOBAL $VTRS takes its heart medicine on the road starting in the UAE. 🔹 Inpefa launches in the UAE first 🔹 More country launches coming over the next few years 🔹 First and only dual SGLT1/2 inhibitor 🔹 Treats heart failure patients 🔹 Also approved for diabetes and kidney disease patients 🔹 Shown to cut deaths and hospital visits 🔹 Part of $VTRS push beyond US and Europe https://twitter.com/i/web/status/2013601436794306860 https://twitter.com/i/web/status/2013601436794306860" [X Link](https://x.com/CHItraders/status/2013601436794306860) 2026-01-20T13:16Z [----] followers, [---] engagements "SEMI TECH MEETS BIG MANUFACTURING $JBL takes a minority stake and teams up with EHT Semi to power the next chip wave. 🔹 $JBL makes strategic minority investment in EHT Semi 🔹 Manufacturing collaboration announced 🔹 Focused on advanced semiconductor fabrication 🔹 EHT Semi builds RF and pulsed-power systems 🔹 Tech boosts plasma stability and precision 🔹 Enables advanced etch and deposition processes 🔹 Aims at next-gen chip performance https://twitter.com/i/web/status/2013607323613217087 https://twitter.com/i/web/status/2013607323613217087" [X Link](https://x.com/CHItraders/status/2013607323613217087) 2026-01-20T13:39Z [----] followers, [---] engagements "📊 Barnes & Noble Education $BNED Q2 Earnings ✅ Earnings Beat Adj. EPS: -$0.46 (est. -$0.81) YoY: 38.67% (from -$0.75) ✅ Revenue Beat Sales: $288.160M (est. $244.606M) YoY: 9.39% (from $263.431M)" [X Link](https://x.com/CHItraders/status/2013619192923127838) 2026-01-20T14:26Z [----] followers, [---] engagements "📊 Karooooo $KARO Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.49 (vs. $0.46 exp) YoY: 13.95% (from $0.43) ✅ Revenue Beat Sales: $81.374M (vs. $79.180M exp) YoY: 26.62% (from $64.266M)" [X Link](https://x.com/CHItraders/status/2013719846970613916) 2026-01-20T21:06Z [----] followers, [---] engagements "Netflix to Raise [----] Content Spending Warns of Profit Pressure $NFLX Netflix Inc. reported fourth-quarter results that beat estimates but forecast lower near-term earnings as it plans to lift spending on films and TV shows by 10% in [----] and absorb costs tied to its Warner Bros. Discovery acquisition. The company spent about $18 billion on programming in [----] grew subscribers nearly 8% to more than [---] million and guided current-quarter earnings below expectations. Netflix said closing the Warner Bros. deal will add $275 million in costs this year and prompt a pause in share buybacks." [X Link](https://x.com/CHItraders/status/2013719909297979483) 2026-01-20T21:06Z [----] followers, [---] engagements "ARK SHUFFLES THE DECK $AVGO $WRD $BYDDY $AMD Cathie Wood went bargain hunting Tuesday while everyone else was panic-scrolling. 🔹 $AVGO ARKK bought [-----] shares about $10.8M at $332.60 🔹 Stock got smacked after China told foreign cyber software to take a hike 🔹 VMware caught the shrapnel since it lives under $AVGO now 🔹 $WRD ARKQ bought [------] shares about $4.9M at $8.48 🔹 Runs 1000+ robotaxis in China with driverless ops in major cities 🔹 Hooks into Tencents WeChat so riders can summon cars like pizza 🔹 $BYDDY ARKQ bought [------] shares about $2.53M at $12.31 🔹 Beat $TSLA in [----] EV" [X Link](https://x.com/CHItraders/status/2013797496938447104) 2026-01-21T02:15Z [----] followers, [---] engagements "SEABRIDGE PREPS GOLD SPINOUT $SA plans to spin out its Courageous Lake project into a new company called Valor. 🔹 $SA to distribute Valor shares to holders via court-approved plan 🔹 Shareholder vote expected June [----] 🔹 Valor targeting TSX and OTCQB maybe NYSE later 🔹 Trading aimed before end of Q2 [----] 🔹 Valor to launch with C$10M cash 🔹 Newco holds 100% of Courageous Lake project 🔹 Mark Ashley named CEO of Valor 🔹 Ashley built LionOre into a $6B miner before selling it 🔹 Goal is unlock value instead of letting assets rot inside $SA" [X Link](https://x.com/CHItraders/status/2013953893009387854) 2026-01-21T12:36Z [----] followers, [---] engagements "MIAX SELLS MOST OF ITS DERIVATIVES SHOP $MIAX sells 90% of MIAXdx to a $HOOD Susquehanna JV and keeps a small seat at the table. 🔹 $MIAX cashes out 90% of MIAXdx 🔹 Keeps 10% stake for future upside 🔹 Buyer is $HOOD plus Susquehanna 🔹 MIAXdx is CFTC-approved for futures options swaps 🔹 Fully collateralized trading only 🔹 Robinhood keeps inching deeper into grown-up finance https://twitter.com/i/web/status/2013955373749666114 https://twitter.com/i/web/status/2013955373749666114" [X Link](https://x.com/CHItraders/status/2013955373749666114) 2026-01-21T12:42Z [----] followers, [---] engagements "AVR GOES BIG WITH $200M OFFERING $AVR raises cash and pulls in $MDT as a strategic backer. 🔹 $AVR plans $200M public stock offering 🔹 Underwriters can add $30M more in [--] days 🔹 $MDT to buy up to $90M in private placement 🔹 $MDT stake will be 16%19.99% after deal 🔹 Private placement only happens if offering closes 🔹 Cash to fund PARADIGM trial for DurAVR valve 🔹 Also funding manufacturing R&D and ops 🔹 Barclays Wells Fargo Cantor running the deal https://twitter.com/i/web/status/2013972717137952789 https://twitter.com/i/web/status/2013972717137952789" [X Link](https://x.com/CHItraders/status/2013972717137952789) 2026-01-21T13:51Z [----] followers, [---] engagements "BANKS FLOAT $1.8B WALMART DEAL LOANS Big lenders push fresh debt tied to a major Walmart supplier buyout. $WMT $RY 🔹 About $1.8B in loans launched 🔹 Tied to Investindustrial buying TreeHouse Foods 🔹 Part of leveraged buyout financing 🔹 Shows demand still alive for M&A credit 🔹 Food suppliers with big buyers stay bankable https://twitter.com/i/web/status/2013980128393490469 https://twitter.com/i/web/status/2013980128393490469" [X Link](https://x.com/CHItraders/status/2013980128393490469) 2026-01-21T14:20Z [----] followers, [---] engagements "$BLK BLACKROCK REPORTS 5.02% PASSIVE STAKE IN $KKR AS OF DEC [--] [----] - SEC FILING" [X Link](https://x.com/CHItraders/status/2014030135834419436) 2026-01-21T17:39Z [----] followers, [---] engagements "FCC LAYS OUT EQUAL TIME RULES This is the rule that stops TV and radio stations from playing favorites in political seasons at least on paper. $CMCSA $DIS $NMAX $NWS $PSKY $SPY $NWSA 🔹 Stations dont have to give airtime to candidates 🔹 But if they give time to one they owe equal time to rivals 🔹 Applies when a candidates voice or face is used on air 🔹 News shows and interviews usually dont trigger the rule 🔹 Built to stop stations from picking political winners 🔹 Comes from Section [---] of the Communications Act https://twitter.com/i/web/status/2014039929936814151" [X Link](https://x.com/CHItraders/status/2014039929936814151) 2026-01-21T18:18Z [----] followers, [---] engagements "📊 NVE Corp $NVEC Q3 Earnings +0.79% ✅ Earnings Beat Adj. EPS: $0.70 YoY: 11.11% (from $0.63) ✅ Revenue Beat Sales: $6.225M YoY: 22.95% (from $5.063M)" [X Link](https://x.com/CHItraders/status/2014082287655084534) 2026-01-21T21:06Z [----] followers, [---] engagements "UPGRADES 🔹 $CALY Buy at B Riley; PT $19 🔹 $CPRI Buy at TD Cowen; PT $32 🔹 $CS Buy at Clarksons; PT C$18 🔹 $COR Buy at Jefferies; PT $440 🔹 $DDOG Buy at Stifel; PT $160 🔹 $ELAN Overweight at Piper Sandler 🔹 $EHAB Outperform at Oppenheimer; PT $14 🔹 $MCHP Outperform at BNP Paribas; PT $90 🔹 $ONB Buy at TD Cowen; PT $30 🔹 $ON Neutral at BNP Paribas; PT $62 🔹 $RGTI Buy at B Riley; PT $35 🔹 $SFNC Outperform at Raymond James; PT $23 🔹 $SMBK Outperform at Hovde Group; PT $48 🔹 $SPHR Buy at BTIG; PT $110 🔹 $SPOT Accumulate at Inderes; PT $590 🔹 $TPST Buy at HC Wainwright; PT $11 🔹" [X Link](https://x.com/CHItraders/status/2014315056608030982) 2026-01-22T12:31Z [----] followers, [---] engagements "DOWNGRADES 🔹 $ACHC Hold at Jefferies; PT $15 🔹 $AGNC Neutral at Jones 🔹 $FOLD Hold at Jefferies; PT $14.50 🔹 $APGE Sector Perform at RBC; PT $83 🔹 $CHE Hold at Jefferies; PT $475 🔹 $CROX Sector Weight at KeyBanc 🔹 $GDRX Hold at Jefferies; PT $2.75 🔹 $H Inline at Evercore ISI; PT $175 🔹 $LCII Hold at Loop Capital; PT $149 🔹 $LEGN Hold at TD Cowen; PT $21 🔹 $QGEN Hold at Deutsche Bank; PT $54 🔹 $ZTS Neutral at Piper Sandler; PT $135 https://twitter.com/i/web/status/2014315077420085423 https://twitter.com/i/web/status/2014315077420085423" [X Link](https://x.com/CHItraders/status/2014315077420085423) 2026-01-22T12:31Z [----] followers, [---] engagements "📈 PRUDENTIAL BOOSTS MALAYSIA CONTROL $PRU agrees to raise its stake in Prudential Assurance Malaysia to 70% in a $375M deal. 🔹 Buys an additional 19% ownership stake 🔹 Total investment US$375M 🔹 Strengthens control over Malaysian life insurance unit 🔹 Deal expected to be earnings and value accretive 🔹 Signals deeper long-term commitment to Asia https://twitter.com/i/web/status/2014333640306458806 https://twitter.com/i/web/status/2014333640306458806" [X Link](https://x.com/CHItraders/status/2014333640306458806) 2026-01-22T13:45Z [----] followers, [---] engagements "CARLYLE EYES SINTRA RESORT EXIT $CG is in talks with L Catterton to sell the iconic Penha Longa Resort near Sintra Portugal. 🔹 Discussions ongoing no deal finalized 🔹 Asset is a landmark luxury resort in Portugal 🔹 L Catterton backed by LVMH-linked capital 🔹 Would mark a notable hospitality exit for $CG 🔹 Another private equity rotation in European luxury assets https://twitter.com/i/web/status/2014333782338269659 https://twitter.com/i/web/status/2014333782338269659" [X Link](https://x.com/CHItraders/status/2014333782338269659) 2026-01-22T13:46Z [----] followers, [---] engagements "RIMINI LAUNCHES AGENTIC UX ON SERVICENOW $RMNI rolls out its first [--] Agentic UX solutions powered by $NOW. 🔹 First [--] Rimini Agentic UX solutions now live 🔹 Built on ServiceNow platform 🔹 Targets ERP workflow and enterprise automation 🔹 Expands Riminis Agentic AI strategy 🔹 $RMNI and $NOW both trade higher on the news https://twitter.com/i/web/status/2014339267099496506 https://twitter.com/i/web/status/2014339267099496506" [X Link](https://x.com/CHItraders/status/2014339267099496506) 2026-01-22T14:08Z [----] followers, [---] engagements "APPLIED DIGITAL BUILDS BIGGER AI FACTORIES $APLD is scaling fast breaking ground on a massive AI Factory campus as earnings momentum and hyperscaler demand stay hot. 🔹 Delta Forge [--] breaks ground in the southern US 🔹 Up to 430MW power 300MW IT load 🔹 Two 150MW facilities on 500+ acres 🔹 Repeatable AI factory model for hyperscalers https://twitter.com/i/web/status/2014380175044080128 https://twitter.com/i/web/status/2014380175044080128" [X Link](https://x.com/CHItraders/status/2014380175044080128) 2026-01-22T16:50Z [----] followers, [---] engagements "$ALK Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.43 (vs. $0.12 est.) ❌ Revenue Miss Sales: $3.632B (vs. $3.643B est.) 🔹 Outlook Highlights FY2026 Adj. EPS: $3.50$6.50 (vs. $2.15 est.) Q1 Adj. EPS: $(1.50)$(0.50) (vs. $(0.64) est.)" [X Link](https://x.com/CHItraders/status/2014464953277653058) 2026-01-22T22:27Z [----] followers, [---] engagements "JEFFS BRANDS CHASES WORLD CUP SECURITY $JFBR is lining up an AI-powered pitch to help secure the [----] FIFA World Cup across the US Canada and Mexico. 🔹 Exploring security support opportunities tied to the [----] World Cup 🔹 Play runs through subsidiary KeepZone AI 🔹 Focus on AI-driven threat detection for stadiums and fan zones 🔹 Targeting high-density public environments 🔹 Another small-cap aiming big by attaching itself to a global event https://twitter.com/i/web/status/2014669283612098784 https://twitter.com/i/web/status/2014669283612098784" [X Link](https://x.com/CHItraders/status/2014669283612098784) 2026-01-23T11:59Z [----] followers, [---] engagements "LAST WEEKS LARGE-CAP LOSERS $AVAV $DKNG $WST $CEG $APP $WIT $ABT $FLUT $SHOP all took turns falling down the stairs while the market watched. 🔹 $AVAV 19.45% Pentagon stop-work order nuked the SCAR program 🔹 $DKNG 14.40% MA judge blocks Kalshi sports contracts regulatory buzzkill 🔹 $WST 13.27% No drama just heavy selling 🔹 $CEG 10.38% Wells Fargo trims PT to $460 vibes downgraded 🔹 $APP 14.68% CapitalWatch report spooked investors 🔹 $WIT 8.37% Q3 results failed to impress 🔹 $ABT 12.23% Soft sales weak EPS guide analysts pile on 🔹 $FLUT 13.07% Analyst PT cuts across the board 🔹 $SHOP" [X Link](https://x.com/CHItraders/status/2015411062884188346) 2026-01-25T13:06Z [----] followers, [---] engagements "LEIDOS BULKS UP ENERGY INFRASTRUCTURE $LDOS is buying ENTRUST Solutions Group for $2.4B to muscle further into utility engineering and infrastructure work. 🔹 $2.4B acquisition expands exposure to resilient utility spending 🔹 Pushes $LDOS deeper into gas and electric generation infrastructure 🔹 Adds complementary engineering capabilities and customer base 🔹 Broadens reach across regulated utility markets 🔹 Management expects immediate revenue growth accretion 🔹 EBITDA margins projected to improve right out of the gate https://twitter.com/i/web/status/2015749315176603861" [X Link](https://x.com/CHItraders/status/2015749315176603861) 2026-01-26T11:31Z [----] followers, [---] engagements "📊 $STLD Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $1.82 YoY: 33.82% (from $1.36) ❌ Revenue Miss Sales: $4.414B YoY: 14.00% (from $3.872B" [X Link](https://x.com/CHItraders/status/2015760609833320867) 2026-01-26T12:15Z [----] followers, [---] engagements "📈 UPGRADES 🔹 $APP Buy at Needham; PT $700 🔹 $CSCO Outperform at Evercore ISI; PT $100 🔹 $CTSH Buy at Deutsche Bank; PT $100 🔹 $CPAY Overweight at Morgan Stanley; PT $379 🔹 $META Buy at Rothschild & Co Redburn; PT $900 🔹 $NFLX Accumulate at Phillip Secs; PT $100 🔹 $RLAY Outperform at Oppenheimer; PT $14 🔹 $SOLV Overweight at KeyBanc; PT $97 🔹 $STC Outperform at KBW; PT $81 https://twitter.com/i/web/status/2015765913073586230 https://twitter.com/i/web/status/2015765913073586230" [X Link](https://x.com/CHItraders/status/2015765913073586230) 2026-01-26T12:36Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $AMZN Accumulate at Phillip Secs; PT $290 🔹 $BOKF Neutral at DA Davidson; PT $135 🔹 $CWAN Neutral at UBS; PT $24.55 🔹 $IOBT Neutral at Piper Sandler; PT $0.50 🔹 $LCUT Hold at Canaccord; PT $3.50 🔹 $RGLD Sector Perform at Scotiabank; PT $335 🔹 $VRNS Equal-Weight at Morgan Stanley; PT $41 https://twitter.com/i/web/status/2015765927199899721 https://twitter.com/i/web/status/2015765927199899721" [X Link](https://x.com/CHItraders/status/2015765927199899721) 2026-01-26T12:37Z [----] followers, [---] engagements "JEFFS BRANDS LANDS FIRST COUNTER-DRONE ORDER $JFBR moves from Amazon data to homeland security hardware. 🔹 Subsidiary KeepZone AI receives first C-UAS purchase order 🔹 Net-launching counter-drone system sold to Mexican aerospace integrator 🔹 Designed for urban security borders and critical infrastructure 🔹 Soft- and hard-kill platform aimed at low collateral damage 🔹 Customer deploys security tech for Mexican government and enterprises 🔹 Follows reseller deals across Mexico Canada Europe UAE Israel https://twitter.com/i/web/status/2015767252235075661" [X Link](https://x.com/CHItraders/status/2015767252235075661) 2026-01-26T12:42Z [----] followers, [---] engagements "$AERT Aeries Technology Partners With Recruitment Firm Michael Page To Enhance Global Capability Center Delivery For Private Equity Portfolio Companies In India" [X Link](https://x.com/CHItraders/status/2015780360542466535) 2026-01-26T13:34Z [----] followers, [---] engagements "ARCELORMITTAL TO SHUT UKRAINE PRODUCTION UNIT $MT will close part of its Ukraine steel operations as costs and conflict collide. 🔹 Blooming mill at Kryvyi Rih plant set to shut in Q2 [----] 🔹 EU green rules limit access for carbon-intensive steel 🔹 Russian attacks drive power disruptions and higher energy costs 🔹 Ukraine forced to import expensive electricity from the EU 🔹 Rising costs make operations economically unviable 🔹 Another hit to Ukraines industrial base amid ongoing war https://twitter.com/i/web/status/2015782754248487420 https://twitter.com/i/web/status/2015782754248487420" [X Link](https://x.com/CHItraders/status/2015782754248487420) 2026-01-26T13:43Z [----] followers, [---] engagements "$ZVIA Zevia Posts On X "Our brand-new 30-pack Zevia Variety Pack is now available across all @Costco regions our biggest Costco rollout yet" https://x.com/Zevia/status/2015848398944174196 https://x.com/Zevia/status/2015848398944174196" [X Link](https://x.com/CHItraders/status/2015853740922740791) 2026-01-26T18:25Z [----] followers, [---] engagements "BIG TECH BIG BANKS BIG DEFENSE TAKE ON WILDFIRES $LMT $PCG $CRM $WFC team up to launch EMBERPOINT LLC a joint venture aimed at giving first responders smarter tools to detect prevent and fight catastrophic wildfires. 🔹 Cross-industry partnership blending defense tech utilities data cloud software and financial backing 🔹 Focused on next-gen wildfire detection prevention and response 🔹 Built specifically for first responders not press releases 🔹 Goal is faster detection and better coordination before fires go full apocalypse 🔹 One company couldnt do this alone so they formed a mini-Voltron" [X Link](https://x.com/CHItraders/status/2015866834893906239) 2026-01-26T19:18Z [----] followers, [---] engagements "$HPE BUILDS PRIVATE AI PLATFORM FOR NZ TELCO $HPE partners with 2degrees to deploy a sovereign on-prem private AI platform using HPE Private Cloud AI and NVIDIA tech. 🔹 AI platform stays fully onshore in New Zealand 🔹 Built on HPE Private Cloud AI with NVIDIA infrastructure 🔹 Improves network reliability reduces downtime 🔹 AI-driven analytics optimize performance and operations 🔹 Faster product launches and shorter dev cycles 🔹 Enterprise-grade security with full data sovereignty https://twitter.com/i/web/status/2015878401303642153 https://twitter.com/i/web/status/2015878401303642153" [X Link](https://x.com/CHItraders/status/2015878401303642153) 2026-01-26T20:03Z [----] followers, [---] engagements "📊 WR BERKLEY $WRB Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $1.13 YoY: 10.78% (from $1.02) ✅ Revenue Beat Sales: $3.721B YoY: 1.44% (from $3.668B)" [X Link](https://x.com/CHItraders/status/2015896581459902610) 2026-01-26T21:16Z [----] followers, [---] engagements "$SMCI Super Micro Taiwan unit enters facilities agreement and credit agreement provides USD 710mln revolving credit facilities; option to increase facilities up to USD 2bln" [X Link](https://x.com/CHItraders/status/2015899661077266682) 2026-01-26T21:28Z [----] followers, [----] engagements "📊 BROWN & BROWN $BRO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.93 ❌ Revenue Miss Sales: $1.607B" [X Link](https://x.com/CHItraders/status/2015927603551506843) 2026-01-26T23:19Z [----] followers, [---] engagements "📊 $UNH Q4 [----] EARNINGS ✅ Earnings Beat Adj. EPS: $2.11 YoY: (beat $2.10 est by a penny victory lap optional) ❌ Revenue Miss Sales: $113.215B YoY: but short of $113.817B est because expectations are apparently immortal" [X Link](https://x.com/CHItraders/status/2016109619785957498) 2026-01-27T11:22Z [----] followers, [---] engagements "📊 $SYF Q4 EARNINGS 🔹 Earnings Inline EPS: $2.04 YoY: 6.81% (from $1.91 steady and unexciting) ❌ Revenue Miss Sales: $4.761B YoY: 3.68% (missed by a rounding error Wall Street will still argue about) OUTLOOK 🔹 FY2026 GAAP EPS: $9.10$9.50 vs $9.20 est" [X Link](https://x.com/CHItraders/status/2016111253756723376) 2026-01-27T11:29Z [----] followers, [---] engagements "SRFM PUSHES ELECTRIC ISLAND FLIGHTS $SRFM teams with Hawaii DOT and $BETA to bid into a federal eVTOL pilot using inter-island routes as a proving ground. 🔹 Hawaii short hops fit electric aircraft range 🔹 Mokulele runs the largest commuter network in the state 🔹 Avg flight [--] miles basically built for electrification 🔹 Initial focus on cargo not passengers 🔹 $BETAs ALIA already logged 100k+ real-world miles https://twitter.com/i/web/status/2016112594700951687 https://twitter.com/i/web/status/2016112594700951687" [X Link](https://x.com/CHItraders/status/2016112594700951687) 2026-01-27T11:34Z [----] followers, [---] engagements "📊 $KMB Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.86 YoY: 24.0% (from $1.50 margins doing the heavy lifting) ❌ Revenue Miss Sales: $4.080B YoY: 17.21% (from $4.928B demand clearly took the quarter off)" [X Link](https://x.com/CHItraders/status/2016116275445944743) 2026-01-27T11:49Z [----] followers, [---] engagements "📊 $HCA Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $8.01 vs Est.: $7.43 ❌ Revenue Miss Sales: $19.513B vs Est.: $19.667B GUIDANCE (RAISED) 🔹 FY2025 GAAP EPS: $29.10$31.50 vs $27.46 est 🔹 FY2025 Sales: $76.5B$80.0B vs $75.741B est" [X Link](https://x.com/CHItraders/status/2016119937132093757) 2026-01-27T12:03Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $AA Equal-Weight at Morgan Stanley 🔹 $AME Market Perform at Oppenheimer 🔹 $BTDR Market Perform at KBW; PT $14 🔹 $CWAN Equal-Weight at Morgan Stanley 🔹 $COMP Neutral at Goldman; PT $14 🔹 $EMR Market Perform at Oppenheimer 🔹 $ICHR Market Perform at Oppenheimer; PT $32 🔹 $INSP Sector Perform at RBC; PT $90 🔹 $MTDR Equal-Weight at Wells Fargo; PT $47 🔹 $MBLY Neutral at Arete; PT $15.70 🔹 $NE Sell at SEB Equities; PT $33 🔹 $OKE Neutral at JPMorgan; PT $83 🔹 $PG Hold at TD Cowen 🔹 $SKYT Hold at TD Cowen; PT $35 - Hold at Needham - Neutral at Piper Sandler; PT $35 🔹" [X Link](https://x.com/CHItraders/status/2016124375141863595) 2026-01-27T12:21Z [----] followers, [---] engagements "INITIATIONS 🔹 $ADP Overweight at Cantor; PT $306 🔹 $AFRM Overweight at Cantor; PT $85 🔹 $BBNX Hold at TD Cowen; PT $17 🔹 $BETR Overweight at Cantor 🔹 $BIOA Overweight at Piper Sandler; PT $73 🔹 $XYZ Overweight at Cantor; PT $87 🔹 $CPAY Overweight at Cantor; PT $385 🔹 $DDOG Buy at Daiwa; PT $190 🔹 $FIS Overweight at Cantor; PT $72 🔹 $FISV Neutral at Cantor; PT $70 🔹 $GPN Neutral at Cantor; PT $80 🔹 $GMED Buy at TD Cowen; PT $110 🔹 $ISRG Buy at TD Cowen; PT $660 🔹 $KD Sector Outperform reinstated at Scotiabank; PT $40 🔹 $MA Overweight at Cantor; PT $650 🔹 $NFLX Buy at GF" [X Link](https://x.com/CHItraders/status/2016124408113283213) 2026-01-27T12:21Z [----] followers, [---] engagements "INFOSYS PARTNERS WITH CURSOR ON AI BUILD $INFY teams up with Cursor to help enterprises speed up AI-native software development. 🔹 Launches Cursor Center of Excellence 🔹 Focus on AI-assisted engineering at scale 🔹 Targets greenfield and brownfield systems 🔹 Integrates Cursor with Infosys Topaz Fabric 🔹 Aims to boost speed quality and consistency https://twitter.com/i/web/status/2016125705357066389 https://twitter.com/i/web/status/2016125705357066389" [X Link](https://x.com/CHItraders/status/2016125705357066389) 2026-01-27T12:26Z [----] followers, [---] engagements "📊 $PCAR Q4 [----] EARNINGS ❌ Earnings Miss EPS: $1.06 vs Est.: $1.07 ✅ Revenue Beat Sales: $6.82B vs Est.: $6.04B" [X Link](https://x.com/CHItraders/status/2016134658493206830) 2026-01-27T13:02Z [----] followers, [---] engagements "PVH TEAMS WITH OPENAI ON AI PUSH $PVH partners with OpenAI to embed custom AI across its operations targeting smarter execution and better consumer experiences. 🔹 AI applied to product design and demand planning 🔹 Focus on inventory optimization and personalization 🔹 Supports Calvin Klein and Tommy Hilfiger brands 🔹 Part of multi-year PVH+ growth strategy 🔹 Goal is scalable practical AI not experiments https://twitter.com/i/web/status/2016139376216989935 https://twitter.com/i/web/status/2016139376216989935" [X Link](https://x.com/CHItraders/status/2016139376216989935) 2026-01-27T13:21Z [----] followers, [---] engagements "CART EXPANDS SMART CART FOOTPRINT $CART rolls out AI-powered Caper Carts at select Foodtown stores via an expanded partnership with Allegiance Retail. 🔹 Caper Carts live in NY NJ PA locations 🔹 More deployments planned for [----] 🔹 Storefront Pro powers e-commerce across Allegiance 🔹 Carrot Ads and FoodStorm added to the stack 🔹 Omnichannel push ties in-store digital loyalty https://twitter.com/i/web/status/2016150049592389766 https://twitter.com/i/web/status/2016150049592389766" [X Link](https://x.com/CHItraders/status/2016150049592389766) 2026-01-27T14:03Z [----] followers, [---] engagements "$ASPI Co Posts On X "ASP Isotopes is building our role as a core partner in the semiconductor supply chainhelping enable higher-performance computing while addressing the energy cooling and cost challenges that come with it. Through advanced materials and close collaboration with semiconductor and data-center leaders we support innovation without compromising efficiency." https://x.com/ASPIsotopes/status/2016208798613176401s=20 https://x.com/ASPIsotopes/status/2016208798613176401s=20" [X Link](https://x.com/CHItraders/status/2016210973787312227) 2026-01-27T18:05Z [----] followers, [---] engagements "📊 F5 $FFIV Q1 Earnings ✅ Earnings Beat Adj. EPS: $4.45 YoY: 15.89% (from $3.84) ✅ Revenue Beat Sales: $822.465M YoY: 7.30% (from $766.489M) 📈 FY2026 Guidance Raised Adj. EPS: $15.65$16.05 vs $15.11 est Sales: $3.242B$3.273B vs $3.154B est 📊 Q2 Outlook Adj. EPS: $3.34$3.46 vs $3.38 est Sales: $770M$790M vs $748.3M est https://twitter.com/i/web/status/2016257937925407227 https://twitter.com/i/web/status/2016257937925407227" [X Link](https://x.com/CHItraders/status/2016257937925407227) 2026-01-27T21:12Z [----] followers, [---] engagements "📊 Western New England $WNEB Q4 Earnings ✅ Earnings Beat EPS: $0.26 YoY: 62.50% (from $0.16) ✅ Revenue Beat Sales: $22.002M YoY: 18.76% (from $18.527M)" [X Link](https://x.com/CHItraders/status/2016258047484821525) 2026-01-27T21:12Z [----] followers, [---] engagements "📊 First Commonwealth $FCF Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.43 YoY: 22.86% (from $0.35) ✅ Revenue Beat Sales: $137.822M YoY: 14.12% (from $120.770M)" [X Link](https://x.com/CHItraders/status/2016272369304928652) 2026-01-27T22:09Z [----] followers, [---] engagements "$PONY AI ATBB TO JOINTLY DEPLOY OPERATE ROBOTAXI SERVICES IN TIER [--] CHINESE CITIES PONY AI FORMS STRATEGIC PARTNERSHIP WITH BEIJING ATBB TRAVEL & EXPRESS SERVICE" [X Link](https://x.com/CHItraders/status/2016331562208440436) 2026-01-28T02:04Z [----] followers, [---] engagements "📊 Automatic Data Processing $ADP Q2 Earnings ✅ Earnings Beat Adj. EPS: $2.62 YoY: 11.49% (from $2.35) ✅ Revenue Beat Sales: $5.359B YoY: 6.16% (from $5.048B) Guidance Tweaks FY2026 Adj. EPS: $10.09$11.01 (vs. $10.91 est.) FY2026 Sales: $21.795B (raised from $21.589B$21.795B) FY2026 GAAP EPS: $10.88$10.98 (raised vs. $10.93 est.) https://twitter.com/i/web/status/2016483835127447929 https://twitter.com/i/web/status/2016483835127447929" [X Link](https://x.com/CHItraders/status/2016483835127447929) 2026-01-28T12:09Z [----] followers, [---] engagements "PROSPERITY BUYS STELLAR IN $2B TEXAS BANK DEAL $PB to acquire $STEL in a cash-and-stock merger bulking up its Texas footprint while $STEL holders take the premium and run. 🔹 Deal value $2.002B 🔹 $STEL holders get [------] shares of $PB + $11.36 cash 🔹 $STEL stock rips $PB modest pop 🔹 $STEL brings $10.8B assets and [--] Texas branches 🔹 $STEL execs slide into senior roles post-close https://twitter.com/i/web/status/2016484351614046315 https://twitter.com/i/web/status/2016484351614046315" [X Link](https://x.com/CHItraders/status/2016484351614046315) 2026-01-28T12:11Z [----] followers, [---] engagements "📊 Extreme Networks $EXTR Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.26 YoY: 23.81% (from $0.21) ✅ Revenue Beat Sales: $317.925M YoY: 13.81% (from $279.355M) Guidance Shuffle Parade 🔹 Q3 Adj. EPS: $0.23$0.25 (vs. $0.24 est.) 🔹 Q3 GAAP EPS: $0.03$0.06 (vs. $0.04 est.) 🔹 Q3 Sales: $309.1M$314.1M (vs. $310.2M est.) 🔹 FY2026 Adj. EPS: $0.98$1.02 (widened vs. $1.00 est.) 🔹 FY2026 GAAP EPS: $0.24$0.29 (cut from $0.28$0.32 still above $0.16 est.) 🔹 FY2026 Sales: $1.262B$1.270B (raised vs. $1.257B est.) https://twitter.com/i/web/status/2016484564323971477" [X Link](https://x.com/CHItraders/status/2016484564323971477) 2026-01-28T12:12Z [----] followers, [---] engagements "$BKR Hydrostor And Baker Hughes Announce Strategic Technology Solutions And Equity Agreement Supporting Advanced Compressed Air Energy Storage And Up To [---] GW Equipment Orders" [X Link](https://x.com/CHItraders/status/2016484613024010363) 2026-01-28T12:12Z [----] followers, [---] engagements "📊 GE Vernova $GEV Q4 Earnings ❌ Earnings Miss Adj. EPS: $2.79 YoY: 61.27% (from $1.73) ✅ Revenue Beat Sales: $10.956B YoY: 3.76% (from $10.559B) Outlook Update FY2026 Sales: $44.0B$45.0B (raised from $41.0B$42.0B) FY2028 Sales Target: $56.0B" [X Link](https://x.com/CHItraders/status/2016486060662878655) 2026-01-28T12:18Z [----] followers, [---] engagements "$SMG Scotts Miracle-Gro reportedly gets a deal to sell its cannabis-supply unit" [X Link](https://x.com/CHItraders/status/2016486469045473360) 2026-01-28T12:20Z [----] followers, [---] engagements "📊 Scotts Miracle-Gro $SMG Q1 Earnings ✅ Earnings Beat Adj. EPS: $(0.77) YoY: 13.48% (from $(0.89)) ❌ Revenue Miss Sales: $354.4M YoY: 14.97% (from $416.8M) FY2026 Outlook Adj. EPS: $4.15$4.35 (vs. $4.29 est.)" [X Link](https://x.com/CHItraders/status/2016486521423933950) 2026-01-28T12:20Z [----] followers, [---] engagements "$PONY Reported Earlier Pony_ai Announces Strategic Partnership With ATBB To Expand Robotaxi Commercialization Through Asset-Light Scaling Model" [X Link](https://x.com/CHItraders/status/2016488758548263303) 2026-01-28T12:29Z [----] followers, [---] engagements "$BIIB Biogen announced that the US FDA has granted Breakthrough Therapy Designation for litifilimab for the treatment of cutaneous lupus erythematosus" [X Link](https://x.com/CHItraders/status/2016489486054498749) 2026-01-28T12:32Z [----] followers, [---] engagements "$ARCO Arcos Dorados Expects To Open [---] To [---] Restaurants Across Its Operating Footprint In 2026" [X Link](https://x.com/CHItraders/status/2016492380308816268) 2026-01-28T12:43Z [----] followers, [---] engagements "BEAMR SHOWCASES VIDEO QUALITY TECH $BMR will present its human-perception video validation framework at Mile High Video [----]. 🔹 Event runs Feb [--] in Denver 🔹 Focus on verifying quality of compressed and AI-enhanced video 🔹 Framework measures how humans actually perceive video quality 🔹 Highlights Beamrs role in video optimization tech https://twitter.com/i/web/status/2016494934321148304 https://twitter.com/i/web/status/2016494934321148304" [X Link](https://x.com/CHItraders/status/2016494934321148304) 2026-01-28T12:53Z [----] followers, [---] engagements "AGNICO EAGLE TRIMS NON-CORE ASSET $AEM agreed to sell its remaining 55% stake in Gunnarn Mining to Goldsky. 🔹 Deal valued at $20M cash plus equity and royalty 🔹 Includes Goldsky shares and a 2% NSR on Barsele 🔹 Closing expected by June [--] [----] 🔹 Part of portfolio optimization strategy 🔹 Retains upside exposure without direct ownership https://twitter.com/i/web/status/2016495106577084480 https://twitter.com/i/web/status/2016495106577084480" [X Link](https://x.com/CHItraders/status/2016495106577084480) 2026-01-28T12:54Z [----] followers, [---] engagements "📊 Amphenol $APH Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.97 YoY: 76.36% (from $0.55) ✅ Revenue Beat Sales: $6.439B YoY: 49.12% (from $4.318B)" [X Link](https://x.com/CHItraders/status/2016496965060604286) 2026-01-28T13:01Z [----] followers, [---] engagements "📈 UPGRADES 🔹 $AMAT Outperform at Mizuho 🔹 $CRCL Neutral at Mizuho 🔹 $EFR Neutral at Roth 🔹 $JNJ Overweight at Morgan Stanley 🔹 $KKR Buy at HSBC; PT $144 🔹 $KRRO Outperform at Oppenheimer; PT $22 🔹 $KRRO Overweight at Cantor 🔹 $MCHP Buy at BofA; PT $95 🔹 $NXT Overweight at KeyBanc; PT $142 🔹 $TXN Neutral at BofA; PT $235 🔹 $V Buy at Redburn; PT $385 https://twitter.com/i/web/status/2016497657997377985 https://twitter.com/i/web/status/2016497657997377985" [X Link](https://x.com/CHItraders/status/2016497657997377985) 2026-01-28T13:04Z [----] followers, [---] engagements "📉 DOWNGRADES 🔹 $ARRY Neutral at Baird; PT $11 🔹 $BJ Hold at Jefferies; PT $90 🔹 $BRO Neutral at Citi; PT $83 🔹 $CCBG Market Perform at KBW; PT $45 🔹 $MLM Hold at Loop Capital; PT $690 🔹 $NUE Neutral at UBS; PT $183 🔹 $PYPL Sell at Redburn; PT $50 🔹 $PRAA Market Perform at Citizens 🔹 $ROP Hold at Stifel; PT $385 🔹 $ROP Market Perform at Oppenheimer 🔹 $WAL Neutral at JPMorgan; PT $105 https://twitter.com/i/web/status/2016497687516811532 https://twitter.com/i/web/status/2016497687516811532" [X Link](https://x.com/CHItraders/status/2016497687516811532) 2026-01-28T13:04Z [----] followers, [---] engagements "INITIATIONS 🔹 $AARD Buy at B Riley; PT $32 🔹 $ALT Overweight at Barclays; PT $20 🔹 $APLS Equal-Weight at Barclays; PT $24 🔹 $ASND Overweight at Barclays; PT $342 🔹 $BE Equal-Weight at Barclays; PT $153 🔹 $BBIO Overweight at Barclays; PT $157 🔹 $COIN Neutral at Baird; PT $240 🔹 $CBIO Overweight at Piper Sandler 🔹 $AXL Buy at BWS Financial; PT $17 🔹 $TRDA Outperform at Oppenheimer; PT $21 🔹 $FORM Hold at Freedom Capital; PT $64 🔹 $FUTU Outperform at CCB Intl; PT $250 🔹 $GEV Buy at China Renaissance; PT $966 🔹 $GOSS Overweight at Barclays; PT $9 🔹 $HTFL Overweight at Wells Fargo;" [X Link](https://x.com/CHItraders/status/2016497717942321411) 2026-01-28T13:04Z [----] followers, [---] engagements "$DHR Danaher CEO says there's modest recovery in pharmaceutical especially in Europe; academic and research demand is fairly muted in USA and China though generally stable" [X Link](https://x.com/CHItraders/status/2016504307898610101) 2026-01-28T13:31Z [----] followers, [---] engagements "📊 Badger Meter $BMI Q4 Earnings ❌ Earnings Miss Adj. EPS: $1.14 YoY: 9.62% (from $1.04) ❌ Revenue Miss Sales: $220.706M YoY: 7.57% (from $205.182M)" [X Link](https://x.com/CHItraders/status/2016504453021503540) 2026-01-28T13:31Z [----] followers, [---] engagements "WESTINGHOUSE TETRA TECH TEAM UP IN ONTARIO $WAB and $TTEK signed an MoU to collaborate on deploying AP1000 and AP300 nuclear reactors in Ontario. 🔹 Framework to develop large and small reactor projects 🔹 Focus on AP1000 and AP300 designs 🔹 $TTEK brings engineering and clean-energy expertise 🔹 Aims to boost domestic nuclear build capability 🔹 Positions Westinghouse tech for Canadas clean-energy push https://twitter.com/i/web/status/2016516590724923566 https://twitter.com/i/web/status/2016516590724923566" [X Link](https://x.com/CHItraders/status/2016516590724923566) 2026-01-28T14:19Z [----] followers, [---] engagements "$TM TOYOTA RECALLS [------] MY2023-2026 TOYOTA PRIUS VEHICLES IN US" [X Link](https://x.com/CHItraders/status/2016564916115706044) 2026-01-28T17:31Z [----] followers, [---] engagements "Blackstone Weighs Debt Investment in Oracles Michigan Data-Center Project $BX $ORCL Blackstone Inc. is considering adding a debt investment to its planned equity commitment for Oracle Corp.s data-center project in Saline Township Michigan according to people familiar with the matter. Bank of America Corp. is leading efforts to raise about $14 billion in debt financing. The project has faced increased scrutiny after Oracle confirmed Blue Owl Capital Inc. would not provide equity while Oracles shares have fallen and credit default swap costs have risen. Oracle Bank of America and developer" [X Link](https://x.com/CHItraders/status/2016571964077363443) 2026-01-28T17:59Z [----] followers, [---] engagements "$STUB Shares Trading Higher Ticketmaster Faces FTC Lawsuit On Ticket Pricing Currently Testifying At U.S. Senate Hearing" [X Link](https://x.com/CHItraders/status/2016593554596843709) 2026-01-28T19:25Z [----] followers, [---] engagements "$ALKT Alkami is said to tap adviser to explore sale" [X Link](https://x.com/CHItraders/status/2016610347528995310) 2026-01-28T20:32Z [----] followers, [---] engagements "📊 Raymond James Financial $RJF Q1 Earnings ❌ Earnings Miss Adj. EPS: $2.86 (vs. $2.88 est.) YoY: 2.39% (from $2.93) ❌ Revenue Miss Sales: $3.735B (vs. $3.920B est.) YoY: 5.60% (from $3.537B)" [X Link](https://x.com/CHItraders/status/2016622262691000419) 2026-01-28T21:19Z [----] followers, [---] engagements "📊 Hawkins $HWKN Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.69 (vs. $0.74 est.) YoY: 4.17% (from $0.72) ❌ Revenue Miss Sales: $244.080M (vs. $252.511M est.) YoY: 7.90% (from $226.205M)" [X Link](https://x.com/CHItraders/status/2016622303409324399) 2026-01-28T21:19Z [----] followers, [---] engagements "📊 Deluxe $DLX Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 14.29% (from $0.84) ✅ Revenue Beat Sales: $535.3M YoY: 2.84% (from $520.5M)" [X Link](https://x.com/CHItraders/status/2016622985726103739) 2026-01-28T21:22Z [----] followers, [---] engagements "AMERICAN TOWER FLAGS DISH DEFAULT $AMT says DISH skipped payments but [----] stays intact 🔹 DISH Wireless in default under [----] Strategic Collocation Agreement 🔹 Missed payment obligations triggered the breach 🔹 $AMT filed for declaratory judgment to enforce the contract 🔹 Management says no impact to [----] financial results 🔹 Stock barely moved because this was already mentally priced in https://twitter.com/i/web/status/2016631422144930277 https://twitter.com/i/web/status/2016631422144930277" [X Link](https://x.com/CHItraders/status/2016631422144930277) 2026-01-28T21:56Z [----] followers, [---] engagements "BIT DIGITAL LOCKS UP WHITEFIBER STAKE $BTBT tells the market the shares stay put 🔹 Reaffirmed WhiteFiber as a core long-term strategic holding 🔹 Will not sell 27M $WYFI shares after lockup expires in Feb [----] 🔹 No secondary offerings or discretionary sales planned in [----] 🔹 Limited hedging or treasury activity possible not monetization 🔹 Stock ticked up as dilution fears quietly left the room https://twitter.com/i/web/status/2016636061380911118 https://twitter.com/i/web/status/2016636061380911118" [X Link](https://x.com/CHItraders/status/2016636061380911118) 2026-01-28T22:14Z [----] followers, [---] engagements "📊 $PH Q2 EARNINGS ✅ Earnings Beat Adj. EPS: $7.65 YoY: 17.15% (from $6.53) ✅ Revenue Beat Sales: $5.174B YoY: 9.09% (from $4.74B) 🔹 FY2026 Adj. EPS Guidance Raised: $30.40$31.00 vs $30.33 est (prior $29.60$30.40) 🔹 FY2026 GAAP EPS Guidance Raised: $26.26$26.86 vs $26.46 est (prior $25.53$26.33) 🔹 FY2026 Sales Guidance Raised: $20.942B$21.339B vs $21.106B est (prior $20.644B$21.239B) https://twitter.com/i/web/status/2016868673663750514 https://twitter.com/i/web/status/2016868673663750514" [X Link](https://x.com/CHItraders/status/2016868673663750514) 2026-01-29T13:38Z [----] followers, [---] engagements "📊 $NDAQ Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.96 YoY: 26.32% (from $0.76) ✅ Revenue Beat Sales: $1.392B YoY: 13.45% (from $1.227B) 🔹 [----] Non-GAAP OpEx Guidance Initiated: $2.455B$2.535B 🔹 [----] Non-GAAP Tax Rate Outlook: 22.5%24.5%" [X Link](https://x.com/CHItraders/status/2016869242134560841) 2026-01-29T13:41Z [----] followers, [---] engagements "📊 $RCL Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $2.80 YoY: 71.78% (from $1.63) ❌ Revenue Miss Sales: $4.259B YoY: 13.24% (from $3.761B) 🔹 Q1 Adj. EPS Outlook: $3.18$3.28 vs $2.92 est 🔹 FY2026 Adj. EPS Outlook: $17.70$18.10 vs $17.66 est" [X Link](https://x.com/CHItraders/status/2016870523641159949) 2026-01-29T13:46Z [----] followers, [---] engagements "📊 $TMO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $6.57 vs $6.45 est YoY: 7.7% (from $6.10) ✅ Revenue Beat Sales: $12.215B vs $11.950B est YoY: 7.2% (from $11.395B)" [X Link](https://x.com/CHItraders/status/2016871723602235553) 2026-01-29T13:51Z [----] followers, [---] engagements "$HON Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $2.59 vs $2.54 est YoY: 16.7% (from $2.22) ❌ Revenue Miss Sales: $9.758B vs $9.854B est YoY: 6.4% (from $9.169B) 🔹 FY2026 Adj. EPS Guide: $10.35$10.65 vs $10.38 est 🔹 FY2026 GAAP EPS Guide: $9.59$9.89 vs $9.83 est 🔹 FY2026 Sales Guide: $38.8B$39.8B vs $39.62B est 🔹 Q1 Adj. EPS Guide: $2.25$2.35 vs $2.34 est 🔹 Q1 GAAP EPS Guide: $2.05$2.15 vs $2.21 est 🔹 Q1 Sales Guide: $9.1B$9.4B vs $9.29B est https://twitter.com/i/web/status/2016871968490868750 https://twitter.com/i/web/status/2016871968490868750" [X Link](https://x.com/CHItraders/status/2016871968490868750) 2026-01-29T13:52Z [----] followers, [---] engagements "📈 UPGRADES 🔹 $TBBB Overweight at Morgan Stanley; PT $46 🔹 $BRO Market Perform at KBW; PT $73 🔹 $COR Overweight at Morgan Stanley; PT $400 🔹 $FTNT Buy at Rosenblatt; PT $100 🔹 $GM Buy at DZ Bank; PT $98 🔹 $KRRO Buy at HC Wainwright; PT $20 - $KRRO Buy at Chardan; PT $15 - $KRRO Overweight at Piper Sandler; PT $30 🔹 $LRCX Buy at Summit Insights 🔹 $LFUS Buy at Benchmark; PT $360 🔹 $NVR Neutral at Zelman; PT $7675 🔹 $HCC Buy at UBS; PT $108 🔹 $WERN Neutral at Baird; PT $34 🔹 $ZG Equal Weight at Barclays; PT $72 https://twitter.com/i/web/status/2016873608740561109" [X Link](https://x.com/CHItraders/status/2016873608740561109) 2026-01-29T13:58Z [----] followers, [---] engagements "US-LISTED SHARES OF COPPER MINERS RISE PREMARKET AFTER COPPER PRICES HIT RECORD HIGH BHP UP 4.1% AND RIO TINTO UP 3.3% FREEPORT-MCMORAN UP 7.4% SOUTHERN COPPER UP 7.7% AND TECK RESOURCES UP 5.2%" [X Link](https://x.com/CHItraders/status/2016874132969861556) 2026-01-29T14:00Z [----] followers, [---] engagements "IMG SIGNS WOOD CHIP SUPPLY DEAL $IMG up modestly after subsidiary Zhimeng inked a $2.6M sales agreement with Yuncheng Trading. 🔹 15K bone-dry metric tons of wood chips 🔹 Contract value approx. $2.59M 🔹 Delivery expected by Feb [--] [----] 🔹 Supports raw material supply stability https://twitter.com/i/web/status/2016880486241415420 https://twitter.com/i/web/status/2016880486241415420" [X Link](https://x.com/CHItraders/status/2016880486241415420) 2026-01-29T14:25Z [----] followers, [---] engagements "$AAL AMERICAN AIRLINES PLANS TO RESUME DAILY SERVICE TO VENEZUELA PENDING U.S. GOVERNMENT APPROVAL AND SUBJECT TO SECURITY ASSESSMENTS -- AIRLINE" [X Link](https://x.com/CHItraders/status/2016919688970735989) 2026-01-29T17:01Z [----] followers, [---] engagements "$NU GETS U.S. BANK GREEN LIGHT $NU clears a major regulatory hurdle as it pushes deeper into the U.S. financial system. 🔹 Receives OCC conditional approval for national bank charter 🔹 Plans to form Nubank N.A. as a de novo bank 🔹 Opens door to deposits cards lending crypto custody 🔹 Brings federal oversight and broader product reach 🔹 Long-term U.S. expansion box officially checked https://twitter.com/i/web/status/2016952640849002917 https://twitter.com/i/web/status/2016952640849002917" [X Link](https://x.com/CHItraders/status/2016952640849002917) 2026-01-29T19:12Z [----] followers, [---] engagements "📊 NewtekOne $NEWT Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: 5.8% (from $0.69) ❌ Revenue Miss Sales: $73.333M YoY: 2.70% (from $75.366M)" [X Link](https://x.com/CHItraders/status/2016980831344988315) 2026-01-29T21:04Z [----] followers, [---] engagements "📊 Hartford Financial $HIG Q4 Earnings ✅ Earnings Beat Adj. EPS: $4.06 YoY: 38.1% (from $2.94) ✅ Revenue Beat Sales: $7.339B YoY: 6.69% (from $6.879B)" [X Link](https://x.com/CHItraders/status/2016981627184841071) 2026-01-29T21:07Z [----] followers, [---] engagements "📊 Olin $OLN Q4 Earnings ❌ Earnings Miss Adj. EPS: $(0.75) YoY: 933.33% (from $0.09) ✅ Revenue Beat Sales: $1.665B YoY: 0.36% (from $1.671B)" [X Link](https://x.com/CHItraders/status/2016981909578940735) 2026-01-29T21:08Z [----] followers, [---] engagements "📊 Schneider National $SNDR Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.13 YoY: 35% (from $0.20) ❌ Revenue Miss Sales: $1.400B YoY: 4.56% (from $1.339B)" [X Link](https://x.com/CHItraders/status/2016982475109458125) 2026-01-29T21:11Z [----] followers, [---] engagements "📊 Avidbank Holdings $AVBH Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: N/A ✅ Revenue Beat Sales: $26.780M YoY: N/A" [X Link](https://x.com/CHItraders/status/2016982647386321078) 2026-01-29T21:11Z [----] followers, [---] engagements "📊 PCB Bancorp $PCB Q4 Earnings ✅ Earnings Beat EPS: $0.64 YoY: 39.13% (from $0.46) ❌ Revenue Miss Sales: $29.172M YoY: 11.31% (from $26.207M)" [X Link](https://x.com/CHItraders/status/2016983384266850425) 2026-01-29T21:14Z [----] followers, [---] engagements "📊 Eastman Chemical $EMN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.75 YoY: 59.89% (from $1.87) ❌ Revenue Miss Sales: $1.973B YoY: 12.12% (from $2.245B)" [X Link](https://x.com/CHItraders/status/2016983761997443362) 2026-01-29T21:16Z [----] followers, [---] engagements "📊 Seacoast Banking $SBCF Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.44 YoY: 8.33% (from $0.48) ✅ Revenue Beat Sales: $203.258M YoY: 52.97% (from $132.872M)" [X Link](https://x.com/CHItraders/status/2016984482394292473) 2026-01-29T21:19Z [----] followers, [---] engagements "📊 Invesco Mortgage Capital $IVR Q4 Earnings 🔹 Earnings Inline Adj. EPS: $0.56 YoY: 5.66% (from $0.53) ❌ Revenue Miss Sales: $47.654M YoY: 3.60% (from $46.000M)" [X Link](https://x.com/CHItraders/status/2016984798888132723) 2026-01-29T21:20Z [----] followers, [---] engagements "📊 Arthur J. Gallagher $AJG Q4 Earnings ✅ Earnings Beat Adj. EPS: $2.38 YoY: 10.19% (from $2.16) ✅ Revenue Beat Sales: $3.628B YoY: 33.58% (from $2.716B)" [X Link](https://x.com/CHItraders/status/2016985048881185237) 2026-01-29T21:21Z [----] followers, [---] engagements "📊 Beazer Homes USA $BZH Q1 Earnings ❌ Earnings Miss EPS: $(1.13) YoY: 1230% (from $0.10) ❌ Revenue Miss Sales: $363.491M YoY: 22.49% (from $468.953M)" [X Link](https://x.com/CHItraders/status/2016985105277890649) 2026-01-29T21:21Z [----] followers, [---] engagements "📊 PennyMac Mortgage $PMT Q4 Earnings ✅ Earnings Beat EPS: $0.48 YoY: 17.07% (from $0.41) ❌ Revenue Miss Sales: $93.563M YoY: 13.31% (from $107.927M)" [X Link](https://x.com/CHItraders/status/2016985160139338201) 2026-01-29T21:21Z [----] followers, [---] engagements "📊 Weyerhaeuser $WY Q4 Earnings ✅ Earnings Beat Adj. EPS: $(0.09) YoY: 181.82% (from $0.11) ✅ Revenue Beat Sales: $1.717B YoY: 0.53% (from $1.708B)" [X Link](https://x.com/CHItraders/status/2016985305362866661) 2026-01-29T21:22Z [----] followers, [---] engagements "📊 DXC Technology $DXC Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 4.35% (from $0.92) ✅ Revenue Beat Sales: $3.194B YoY: 0.96% (from $3.225B) 🔹 FY2026 Guidance (Narrowed) Adj. EPS: $3.15 (prior $2.85$3.35; vs $3.13 est) Sales: $12.690B (prior $12.670B$12.810B; vs $12.690B est) 🔹 Q4 Outlook Adj. EPS: $0.65$0.75 (vs $0.80 est) Sales: $3.160B$3.190B (vs $3.185B est) https://twitter.com/i/web/status/2016986354027245891 https://twitter.com/i/web/status/2016986354027245891" [X Link](https://x.com/CHItraders/status/2016986354027245891) 2026-01-29T21:26Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CHItraders CHItrader
Several companies have recently reported earnings, with many beating expectations, including Thermo Fisher Scientific, Valero Energy, and Universal Health Services. Exxon Mobil has made announcements regarding a project in Greece and a bond offering. Additionally, tech companies such as Apple, Amazon, and Google are making advancements in AI, with Apple planning to use a Google AI model to power Siri.
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Social Influence
Social category influence stocks 66.92% finance 33.15% technology brands 19.7% cryptocurrencies 11.14% countries 9.71% automotive brands 4.55% currencies 4.01% financial services #1824 exchanges 2.38% travel destinations 1.49%
Social topic influence quarterly earnings #115, beat 11.14%, ai 7.88%, eps #253, target 3.26%, strong 3.26%, $spy #795, ceo 3.19%, $googl 3.13%, china 2.92%
Top accounts mentioned or mentioned by @queenofmomo @jedimarkus77 @winnerinvestor @saynototrading @deitaone @cajunvetx @keithhambone @girthyb @elonmusk @grok @chain_alphax @breaking911 @01stocksavage @jhenthorn @cryptocobain @costco @cfromhertz @fedprom @ifindretards @mcuban
Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Metadium (META) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Mario Coin (COIN) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Applied Materials, Inc. (AMAT) Novo-Nordisk (NVO) Coinbase Global Inc. (COIN) Alibaba Group (BABA) Cisco Systems Inc (CSCO) Bitcoin (BTC) Rivian Automotive, Inc. (RIVN) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Oracle Corporation (ORCL) McDonald's Corp (MCD) TotalEnergies SE (TTE) T-Mobile (TMUS) Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) AppLovin Corporation (APP) Eli Lilly and Company (LLY) Snap, Inc. (SNAP) Uber Technologies, Inc. (UBER) Paramount Skydance Corporation Class B Common Stock (PSKY) HSBC Holdings PLC (HSBC) Stellantis N.V. (STLA) Arista Networks Inc (ANET) FedEx Corporation (FDX) Goldman Sachs (GS) Toyota Motor Corporation (TM)
Top Social Posts
Top posts by engagements in the last [--] hours
"📊 $MMS Q1 Earnings +1.42% ✅ Earnings Beat Adj. EPS: $1.85 YoY: 14.91% (from $1.61) ❌ Revenue Miss Sales: $1.345B YoY: 4.13% (from $1.403B)"
X Link 2026-02-05T12:09Z [----] followers, [---] engagements
"INITIATIONS 🔹 $AKTS Outperform at Leerink; PT $31 - Buy at TD Cowen - Overweight at JPMorgan; PT $30 🔹 $ARE Neutral at Goldman; PT $60 🔹 $CRBU Buy at Clear Street; PT $13 🔹 $GLIBA Buy at Seaport Global; PT $68 🔹 $LMB Neutral at JPMorgan; PT $100 🔹 $MSA Neutral at JPMorgan; PT $200 🔹 $NBIS Buy at Freedom Capital; PT $108 🔹 $OVV Equal-Weight at Stephens; PT $44 🔹 $RNW Equal-Weight at Morgan Stanley; PT $6.03 🔹 $SGMT Buy at Guggenheim; PT $27 🔹 $TASK Outperform at Wedbush; PT $15 https://twitter.com/i/web/status/2018667920360980494 https://twitter.com/i/web/status/2018667920360980494"
X Link 2026-02-03T12:48Z [----] followers, [---] engagements
"📊 Zebra Technologies $ZBRA Q4 [----] Earnings 🔹 Earnings Met Adj. EPS: $4.33 YoY: 8.25% (from $4.00) ✅ Revenue Beat Sales: $1.475B YoY: 10.57% (from $1.334B) 🔹 Q1 Adj. EPS Guide: $4.05$4.35 (vs $4.12 est.) 🔹 Q1 Sales Guide: $1.452B$1.504B (vs $1.442B est.) 🔹 FY2026 Adj. EPS Guide: $17.70$18.30 (vs $17.47 est.) https://twitter.com/i/web/status/2021935854290141538 https://twitter.com/i/web/status/2021935854290141538"
X Link 2026-02-12T13:14Z [----] followers, [---] engagements
"📊 Orchid Island Cap $ORC Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.19 YoY: 280% (from $0.05) ✅ Revenue Beat Sales: $38.483M YoY: 372.59% (from $8.143M)"
X Link 2026-01-29T21:12Z [----] followers, [---] engagements
"$MU Morgan Stanley Maintains Overweight on Micron Technology Raises Price Target to $450"
X Link 2026-02-11T13:58Z [----] followers, [---] engagements
"📊 $MGA Quarterly Earnings ✅ Earnings Beat Adj. EPS: $2.18 YoY: 28.99% (from $1.69) ✅ Revenue Beat Sales: $10.85B YoY: 2.07% (from $10.63B)"
X Link 2026-02-13T12:33Z [----] followers, [---] engagements
"$WELL UK regulator CMA to investigate the completed acquisitions by Welltower of multiple care homes managed by Barchester HC-One Aria Care and Danforth Care"
X Link 2026-01-19T11:50Z [----] followers, [---] engagements
"$CSGP Third point targets CoStar in new activist campaign; hedge fund plans to nominate directors at Costar"
X Link 2026-01-27T13:01Z [----] followers, [---] engagements
"📊 Canopy Growth $CGC Quarterly Earnings ❌ Earnings Miss Adj. EPS: $(0.13) YoY: 83.54% (from $(0.79)) ✅ Revenue Beat Sales: $64.83M YoY: 5.13% (from $61.67M)"
X Link 2026-02-06T12:10Z [----] followers, [----] engagements
"S&P Global Plunges Nearly 18% on Profit Outlook That Fell Short S&P Global Inc. shares tumbled nearly 18% after the bond-rating and market-data firm issued a [----] profit forecast that missed expectations saying it expects adjusted diluted earnings per share of $19.40 to $19.65 this year below the $20 analyst average compiled by media. The stock fell to $365 by 8:44 a.m. in premarket trading in New York on Tuesday. https://twitter.com/i/web/status/2021223174029914211 https://twitter.com/i/web/status/2021223174029914211"
X Link 2026-02-10T14:02Z [----] followers, [---] engagements
"$BX $AMZN BLACKSTONE JOINS ANTHROPIC ROUND RAISING STAKE TO $1 BILLION"
X Link 2026-02-10T20:15Z [----] followers, [---] engagements
"📊 $ARI Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.26 YoY: 18.75% (from $0.32) ✅ Revenue Beat Sales: $73.25M YoY: 68.38% (from $43.50M)"
X Link 2026-02-10T21:23Z [----] followers, [---] engagements
"NYT PICKS MAGNITE FOR APP ADS $MGNI expands deal with New York Times Advertising to power private marketplace in-app ads. 🔹 DV+ becomes preferred platform for $NYT mobile supply 🔹 Focus on premium in-app audience targeting 🔹 Expands private marketplace capabilities 🔹 Aims to boost campaign performance https://twitter.com/i/web/status/2021570766236520468 https://twitter.com/i/web/status/2021570766236520468"
X Link 2026-02-11T13:03Z [----] followers, [---] engagements
"📊 Outset Medical $OM Quarterly Earnings ❌ Earnings Miss Adj. EPS: $(0.84) YoY: 84.86% (from $(5.55)) ✅ Revenue Beat Sales: $28.87M YoY: 2.01% (from $29.47M)"
X Link 2026-02-11T21:03Z [----] followers, [---] engagements
"📊 Sun Life Financial $SLF Quarterly Earnings ✅ Earnings Beat Adj. EPS: $1.41 YoY: 17.17% (from $1.20) ✅ Revenue Beat Sales: $8.908B YoY: 65.92% (from $5.369B)"
X Link 2026-02-11T22:17Z [----] followers, [---] engagements
"📊 Conduent $CNDT Q4 [----] Earnings ❌ Earnings Miss Adj. EPS: $(0.09) YoY: 40.00% improvement (from $(0.15)) ❌ Revenue Miss Sales: $770.000M YoY: 3.75% (from $800M)"
X Link 2026-02-12T13:05Z [----] followers, [---] engagements
"🔻 Other Notable Premarket Decliners $MICC 16.1% to $16.68 $INSP 11.4% to $60.47 Q4 results + FY26 sales guidance midpoint below estimates $PAYC 8.2% to $108.95 Reported results + FY26 sales guide light $ASTS 7.8% to $89.35 Announced up to $300M convertible note repurchases $CSCO 7.7% to $78.97 Fell after quarterly results $QS 7.6% to $8.15 Dropped following Q4 results $FBRT 6.8% to $9.46 Lower after earnings $VNDA 6.6% to $6.94 Missed Q4 + soft FY26 sales guidance $SNY 6.4% to $46.09 Named Beln Garijo as CEO effective April [----] $TCOM 4.6% to $55.28 Earnings due Feb. [--] $APP 4.3% to $437.20"
X Link 2026-02-12T14:12Z [----] followers, [---] engagements
"📊 Pacific Biosciences $PACB Quarterly Earnings ✅ Earnings Beat Adj. EPS: $(0.12) YoY: 40% (from $(0.20)) ✅ Revenue Beat Sales: $44.65M YoY: 13.82% (from $39.22M)"
X Link 2026-02-12T21:11Z [----] followers, [---] engagements
"MACRO DATA $SPY $QQQ Initial Jobless Claims 🔹 227K vs 222K expected 🔹 Continuing claims 1.862M vs 1.85M expected 🔹 Labor market steady but subdued 🔹 Snow distortions may have lifted claims marginally Existing Home Sales 🔹 3.91M vs 4.18M expected 🔹 Inventory [---] months supply (prev 3.3) 🔹 Median price +0.9% Y/Y to $396800 🔹 Weather likely distorted January data https://twitter.com/i/web/status/2022061923429224453 https://twitter.com/i/web/status/2022061923429224453"
X Link 2026-02-12T21:35Z [----] followers, [---] engagements
"📊 Mobix Labs $MOBX Q1 Earnings 🔹 Earnings Update Adj. EPS: $(0.16) YoY: 69.23% (from $(0.52)) 🔻 Revenue Decline Sales: $1.88M YoY: 40.83% (from $3.17M)"
X Link 2026-02-12T22:24Z [----] followers, [---] engagements
"AGMH SIGNS AI MUSIC COMPUTE LOI $AGMH partners with MusicDog_ai to blend chip infrastructure with generative audio tech. 🔹 Strategic LOI to integrate hardware and AI audio algorithms 🔹 Focus on computing optimization and commercial deployment 🔹 Push toward full-stack AI computing services model 🔹 Shift from hardware seller to AI ecosystem positioning 🔹 Early-stage partnership not a finalized binding deal 🔹 Translation: microcap pivoting into AI narrative to chase higher-growth story https://twitter.com/i/web/status/2022293001603522973 https://twitter.com/i/web/status/2022293001603522973"
X Link 2026-02-13T12:53Z [----] followers, [---] engagements
"SpaceX reportedly considering a dual-class IPO share structure to empower Elon Musk"
X Link 2026-02-13T18:32Z [----] followers, [---] engagements
"Ah Dr. Burry ever the Cassandra of the markets unearthing Palantir's illusory alchemy profits puffed by interest and tax sleight-of-hand sans the vaunted "sauce." Yet as shorts bleed billions one wonders: is this prescient prophecy or just another Big Short sequel flop $PLTR bulls sip your kool-aid slowly. https://twitter.com/i/web/status/2022386904071586199 https://twitter.com/i/web/status/2022386904071586199"
X Link 2026-02-13T19:06Z [----] followers, [---] engagements
"🛰 $PLTR GETS DEFENSE WINS BUT FACES VALUATION FEARS $PLTR saw post-earnings volatility as new gov and aerospace deals clash with bearish calls warning of a steep downside. 🔹 Airbus partnership extended with multi-year scope 🔹 DISA IL5/IL6 auth boosts classified AI deployment 🔹 Burry flags $80 support $5060 landing area 🔹 Retail sell-off tied to bearish valuation fears 🔹 Trading [------] weak multi-timeframe trend https://twitter.com/i/web/status/2022665907961540873 https://twitter.com/i/web/status/2022665907961540873"
X Link 2026-02-14T13:35Z [----] followers, [---] engagements
"🧠 $NVDA SETS UP FOR EARNINGS WITH ANALYST BULL DOMINANCE $NVDA heads into Feb [--] earnings backed by heavy Buy ratings as AI demand stays strong while retail grows impatient over the $193 ceiling. 🔹 94% of analysts rate Buy/Strong Buy 🔹 BofA PT $250275 UBS $245 Evercore $352 🔹 AI demand tailwinds still intact 🔹 Retail frustrated with resistance near $193 🔹 Strong trend across all timeframes +38% YoY https://twitter.com/i/web/status/2022666363827880325 https://twitter.com/i/web/status/2022666363827880325"
X Link 2026-02-14T13:36Z [----] followers, [---] engagements
"💼 ACKMAN BACKS $META $GOOGL $AMZN AS [----] LEADERS Ackman flags key Mag [--] names as top [----] outperformers betting on AI execution balance sheet strength and durable secular growth. 🔹 Calls out $META $GOOGL $AMZN specifically 🔹 Thesis centered on AI-driven earnings expansion 🔹 Strong balance sheets seen as downside cushion 🔹 Long-term growth narrative outweighs volatility 🔹 Boosts sentiment among institutional growth investors https://twitter.com/i/web/status/2022666638122704917 https://twitter.com/i/web/status/2022666638122704917"
X Link 2026-02-14T13:38Z [----] followers, [---] engagements
"🌐 $CSCO BEATS Q2 AND RAISES FY26 OUTLOOK $CSCO topped earnings and revenue estimates as networking and security demand stayed resilient with stronger backlog driving an upbeat FY26 forecast. 🔹 Q2 EPS and revenue beat expectations 🔹 FY26 outlook raised on solid backlog 🔹 Services trends showing improvement 🔹 Networking and security demand holding firm 🔹 Stock lifted on guidance-driven confidence https://twitter.com/i/web/status/2022666768263651526 https://twitter.com/i/web/status/2022666768263651526"
X Link 2026-02-14T13:38Z [----] followers, [---] engagements
"📉 $APP SLIDES DESPITE Q4 BEAT ON WEAK OUTLOOK $APP fell even after topping earnings and revenue as soft guidance and slowing bookings overshadowed solid demand for its ad and monetization platforms. 🔹 Q4 EPS and revenue beat estimates 🔹 Guidance and bookings growth disappointed 🔹 Margin compression raised concerns 🔹 Strong UA and monetization demand noted 🔹 Traders sold strength despite top-line beat https://twitter.com/i/web/status/2022667096237195410 https://twitter.com/i/web/status/2022667096237195410"
X Link 2026-02-14T13:39Z [----] followers, [---] engagements
"⚡ AI BOOM SHIFTS FROM SOFTWARE TO POWER & INFRASTRUCTURE The AI race is increasingly about electricity chips and data centers highlighted by $CANG pivoting from $BTC mining to distributed AI compute. $AIQ $BLOK $BOTZ $GRID $NVDA $SMH 🔹 AI inference demand seen outpacing supply 🔹 Power and grid capacity becoming key bottlenecks 🔹 Hybrid model: hyperscalers + distributed inference 🔹 Chips utilities and data centers emerging as core AI plays 🔹 Crypto miners pivoting to AI for steadier revenue streams https://twitter.com/i/web/status/2022674084232904891"
X Link 2026-02-14T14:07Z [----] followers, [---] engagements
"@Breaking911 Who Lol"
X Link 2019-01-12T18:13Z [----] followers, [--] engagements
"@01stocksavage @DeItaone They are taxed. Its still not their responsibility to handout their cash to others. 🤦🏻♂"
X Link 2021-03-30T14:02Z [----] followers, [--] engagements
"@DeItaone Nothing legitimate about selling information about people without their knowledge or obtaining any monetary gain from it"
X Link 2021-05-05T16:22Z [----] followers, [--] engagements
"@jhenthorn @CryptoCobain"
X Link 2021-05-14T01:23Z [----] followers, [--] engagements
"$NOK $IDGT $SIXG Nokia Advances Multi-PON Fiber Tech Powers blackned's Defense Networks"
X Link 2025-05-28T10:25Z [----] followers, [---] engagements
"💼 SLR Investment Corp $SLRC Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.44 (vs. $0.40 est) YoY: 2.3% (from $0.43) ✅ Revenue Beat Sales: $53.91M (vs. $53.55M est) YoY: 8.6% (from $58.98M)"
X Link 2025-08-05T20:07Z [----] followers, [---] engagements
"📊 Alliance Resource Partners $ARLP Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.73 YoY: 10.6% (from $0.66) ✅ Revenue Beat Sales: $571.4M YoY: 6.9% (from $613.6M)"
X Link 2025-10-27T11:03Z [----] followers, [---] engagements
"📊 Sierra $BSRR Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.72 YoY: 2.7% (from $0.74) ✅ Revenue Beat Sales: $40.0M YoY: 3.8% (from $38.6M)"
X Link 2025-10-27T12:17Z [----] followers, [---] engagements
"📊 MNTN $MNTN Q3 [----] Earnings ✅ Earnings Beat Adj. EPS: $0.08 YoY: 128.6% (from $(0.28)) ❌ Revenue Miss Sales: $70.0M YoY: 22.6% (from $57.1M)"
X Link 2025-11-04T21:23Z [----] followers, [---] engagements
"📊 Expensify $EXFY Q3 Earnings -4.32% ❌ Earnings Miss Adj. EPS: $(0.03) YoY: 150% (from $0.06) ❌ Revenue Miss Sales: $35.065M YoY: 0.97% (from $35.409M)"
X Link 2025-11-06T21:01Z [----] followers, [---] engagements
"📊 Tvardi Therapeutics $TVRD Q3 Earnings ✅ Earnings Beat Adj. EPS: $(0.59)"
X Link 2025-11-13T21:33Z [----] followers, [---] engagements
"DOWNGRADES 🔹 $ARDT to Equal-Weight at Morgan Stanley; PT [--] 🔹 $AESI to Underweight at Barclays; PT [--] 🔹 $BTM to Neutral at B. Riley; PT [----] 🔹 $FLS to Neutral at BofA 🔹 $GAMB to Neutral at BTIG 🔹 $HD to Hold at Stifel; PT [---] 🔹 $IHS to Underweight at JPMorgan; PT [--] 🔹 $KLC to Neutral at UBS; PT [----] 🔹 $KRRO to Hold at Jones 🔹 $MRSN to Market Perform at William Blair 🔹 $MNPR to Outperform at Raymond James; PT [---] 🔹 $ECO to Neutral at Clarksons; PT [-----] 🔹 $ECO to Hold at ABG; PT [-----] 🔹 $PGR to Hold at Jefferies; PT [---] 🔹 $STUB to Neutral at BofA 🔹 $TCRX to Equal-Weight at Morgan"
X Link 2025-11-14T12:17Z [----] followers, [---] engagements
"📊 Via Transportation $VIA Q3 Earnings ❌ Earnings Miss Adj. EPS: -$1.49 YoY: 12.35% (from -$1.70) ✅ Revenue Beat Sales: $109.653M YoY: 31.61% (from $83.314M)"
X Link 2025-11-14T14:27Z [----] followers, [---] engagements
"DOWNGRADES 🔹 $BHVN Downgraded to Neutral at UBS; PT $11 🔹 $MSDL Downgraded to Sector Perform at RBC 🔹 $NIO ADRs downgraded to Neutral at Macquarie 🔹 $PSBD Downgraded to Sector Perform at RBC; PT $13"
X Link 2025-11-26T12:20Z [----] followers, [---] engagements
"INITIATIONS 🔹 $ANNX Buy at Clear Street; PT $17 🔹 $BL Buy at Rosenblatt; PT $65 🔹 $CCCC Buy at TD Cowen 🔹 $CRC Overweight at Wells Fargo; PT $58 🔹 $CAI Hold at Canaccord; PT $28 🔹 $CBRE Overweight at Barclays; PT $190 🔹 $CRCL Underperform at Wolfe; PT $60 🔹 $NET Overweight at Barclays; PT $235 🔹 $CWK Equal-Weight at Barclays; PT $18 🔹 $DHR Overweight at Morgan Stanley; PT $270 🔹 $FUBO Market Perform at Raymond James 🔹 $JLL Equal-Weight at Barclays; PT $351 🔹 $KBR Outperform at Oppenheimer; PT $60 🔹 $KNTK Buy at Jefferies; PT $41 🔹 $MTD Equal-Weight at Morgan Stanley 🔹 $MRP Buy"
X Link 2025-12-02T12:26Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $ACHC Market Perform at Leerink; PT $14 🔹 $APLT Market Perform at Leerink; PT $1 🔹 $AUPH Market Perform at Leerink; PT $16 🔹 $BHVN Neutral at HC Wainwright; PT $11 🔹 $BMRN Market Perform at Leerink; PT $60 🔹 $CHTR Strong Sell at CFRA 🔹 $CGNX Underweight at JPMorgan; PT $35 🔹 $IFRX Market Perform at Leerink; PT $2 🔹 $JAMF Market Perform at Citizens 🔹 $PSTG Neutral at Susquehanna; PT $100 🔹 $REGN Equal-Weight at Morgan Stanley; PT $767 🔹 $W Hold at Jefferies; PT $94 https://twitter.com/i/web/status/1996192599623745642"
X Link 2025-12-03T12:19Z [----] followers, [---] engagements
"$FMC FMC Corp CEO says tariffs are going to be a headwind in 2026"
X Link 2025-12-03T18:58Z [----] followers, [---] engagements
"📈 UPGRADES 🔹 $ARX Market Outperform at Citizens; PT [--] 🔹 $BXP Overweight at KeyBanc; PT [--] 🔹 $CURB Overweight at KeyBanc; PT [--] 🔹 $EGP Overweight at KeyBanc; PT [---] 🔹 $META Buy at Arete; PT [---] 🔹 $NU Outperform at Santander; PT [--] 🔹 $TSHA Buy at Goldman; PT [--] 🔹 $TOST Overweight at JPM; PT [--] 🔹 $TOL Overweight at JPM 🔹 $UMH Buy at Colliers; PT [--] https://twitter.com/i/web/status/1996556568440033633 https://twitter.com/i/web/status/1996556568440033633"
X Link 2025-12-04T12:25Z [----] followers, [---] engagements
"$TDAY USA TODAY Enters Into Multi-Year AI Licensing Partnership With $META"
X Link 2025-12-05T13:41Z [----] followers, [---] engagements
"INITIATIONS 🔹 $AVAH Outperform at William Blair 🔹 $OTF Market Outperform at Citizens 🔹 $BTSG Outperform at William Blair 🔹 $BC Buy at Seaport Global; PT [--] 🔹 $CAN Buy at BTIG; PT [--] 🔹 $CGBD Market Perform at Citizens 🔹 $CVLT Outperform at Mizuho 🔹 $CUBI Equal-Weight at Morgan Stanley 🔹 $BEAT Buy at HC Wainwright; PT [----] 🔹 $MAIN Market Outperform at Citizens; PT [--] 🔹 $MTDR Buy at Citi; PT [--] 🔹 $OKYO Buy at B. Riley; PT [--] 🔹 $OMF Buy at Truist; PT [--] 🔹 $KTTA Buy at HC Wainwright; PT [--] 🔹 $PNTG Outperform at William Blair 🔹 $SNDK Neutral at JPMorgan; PT [---] 🔹 $TRIN Market"
X Link 2025-12-08T12:33Z [----] followers, [---] engagements
"$BORR $NE Noble Corp To Sell Six Jackups For $424M Including $360M Deal With Borr Drilling And A Separate Transaction For The Sale Of One Rig To Ocean Oilfield Drilling For $64M In Cash"
X Link 2025-12-08T21:57Z [----] followers, [---] engagements
"$DDD 3D Systems To Exchange An Aggregate Principa Amount Of $31 Million Of [----] Notes For 16.6M Shares"
X Link 2025-12-09T13:14Z [----] followers, [---] engagements
"📊 Netskope $NTSK QX Earnings ✅ Earnings Beat Adj. EPS: $(0.10) ✅ Revenue Beat Sales: $184.200M"
X Link 2025-12-11T21:10Z [----] followers, [---] engagements
"$DDD 3D Systems Announced That The U.S. Food And Drug Administration Has Granted 510(K) Clearance Expanding The Indications For Its VSP Orthopedics Virtual Surgical Planning And Patient-specific Instrumentation Platform To Include Skeletally Mature Adolescents Of Normal Bone Stature In Addition To Adults https://twitter.com/i/web/status/2000545012363186318 https://twitter.com/i/web/status/2000545012363186318"
X Link 2025-12-15T12:34Z [----] followers, [---] engagements
"INITIATIONS 🔹 $CAMT Neutral at Goldman; PT $123 🔹 $CBC Overweight at Piper Sandler; PT $28 - Overweight at Morgan Stanley; PT $31 🔹 $FN Positive at Susquehanna; PT $550 🔹 $GLOO Buy at Benchmark; PT $14 - Buy at Loop Capital; PT $12 - Buy at Texas Capital; PT $14 - Buy at Roth Capital Partners; PT $17 🔹 $MTSI Neutral at Susquehanna; PT $200 🔹 $PONY Outperform at Macquarie; PT $29 🔹 $SEPN Buy at Truist Secs; PT $34 🔹 $SERA Buy at Jefferies; PT $5 🔹 $SITM Buy at Goldman; PT $420 🔹 $VINP Outperform at Grupo Santander; PT $16 🔹 $VFS Corporate at Edison Investment Research"
X Link 2025-12-15T13:23Z [----] followers, [---] engagements
"$AIV Aimco Enters Agreement With LaTerra Capital In Partnership With Respark To Sell Its Portfolio Of Seven Apartment Properties Including [----] Units In Chicago Market For $455M"
X Link 2025-12-15T21:23Z [----] followers, [----] engagements
"$VIA Bleecker Street Research short Via Transportation"
X Link 2025-12-16T17:07Z [----] followers, [---] engagements
"Vir Biotechnology $VIR licensed European rights for its hepatitis delta therapy to Norgine locking in upfront cash milestone upside and cost sharing. 🔹 55M upfront up to 495M milestones plus mid-teens to high-20s% royalties 🔹 Norgine gets rights in Europe Australia New Zealand 🔹 $VIR keeps U.S. and other markets 🔹 Norgine covers 25% of ECLIPSE trial costs 🔹 ECLIPSE [--] fully enrolled 🔹 Cash runway extended into Q4 [----] https://twitter.com/i/web/status/2001036760365645982 https://twitter.com/i/web/status/2001036760365645982"
X Link 2025-12-16T21:08Z [----] followers, [---] engagements
"$SAVEQ Spirit Airlines considers merger with Frontier amid bankruptcy $ULCC"
X Link 2025-12-16T22:21Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $AVTR Underperform at Jefferies; PT $9 🔹 $BALY Underweight at Barclays; PT $11 🔹 $BF.B Sell at Citi; PT $27 🔹 $CLVT Underweight at Morgan Stanley; PT $3 🔹 $CYBR Neutral at JPMorgan; PT $474 🔹 $FTNT Underweight at JPMorgan; PT $75 🔹 $JNJ Hold at CFRA; PT $222 🔹 $KDP Hold at Jefferies; PT $32 🔹 $MGM Equalweight at Barclays; PT $38 🔹 $PVH Market Perform at Telsey; PT $82 🔹 $SQ Equal Weight at Wells Fargo; PT $7 🔹 $STZ Hold at Jefferies; PT $154 🔹 $WTRG Underweight at Barclays; PT $38 https://twitter.com/i/web/status/2001278285234204960"
X Link 2025-12-17T13:08Z [----] followers, [---] engagements
"INITIATIONS 🔹 $AARD Outperform at Oppenheimer 🔹 $ANNX Buy at Chardan; PT $16 🔹 $AVBP Overweight at Cantor 🔹 $BC Hold at Loop Capital; PT $74 🔹 $KLRS Buy at Chardan; PT $19 🔹 $LEVI Outperform at Raymond James; PT $26 🔹 $MBUU Buy at Loop Capital; PT $34 🔹 $HZO Buy at Loop Capital; PT $29 🔹 $MCFT Hold at Loop Capital; PT $21 🔹 $SPRB Reinstated Outperform at Oppenheimer; PT $28 https://twitter.com/i/web/status/2003451483585478907 https://twitter.com/i/web/status/2003451483585478907"
X Link 2025-12-23T13:03Z [----] followers, [---] engagements
"$SNEX WEEKLY BREAKDOWN 🔹 Drifted from $95.69 Monday open to $100.19 Friday close 🔹 Weekly move: +4.7% 🔹 Vibe: Slow grind higher no drama just money showing up WHATS DRIVING / DRAGGING IT 🔹 Financials caught a year-end bid as positioning shifted 🔹 No negative headlines to spook holders 🔹 Capital markets activity stayed supportive 🔹 Volatility compressed sellers backed off 🔹 Buyers stepped in quietly not chasing OPTIONS IMPLIED VOL 🔹 30-day IV stayed relatively calm 🔹 Premiums modest given the steady advance 🔹 Implied weekly move tighter than realized price action 🔹 Flow leaned"
X Link 2025-12-28T15:53Z [----] followers, [---] engagements
"$NMAX Newsmax Signs Multi-Year Distribution Deals With Major TV Distributors Throughout Europe Eastern Mediterranean"
X Link 2025-12-29T13:41Z [----] followers, [---] engagements
"$CHAI Core AI Announces Agreement To Divest Siyata Mobile And Its Subsidiaries For Initial Consideration Of $100K In Cash And Earn Out Considerations"
X Link 2025-12-29T13:41Z [----] followers, [---] engagements
"$CWT California Water Service Secures CPUC Approval For Temporary Rate Adjustments Amid Delayed General Rate Case Decision"
X Link 2025-12-30T10:18Z [----] followers, [---] engagements
"$SBC SBC Medical Enters US Market Through Strategic Investment And Partnership With Leading MedSpa Chain OrangeTwist"
X Link 2026-01-05T12:21Z [----] followers, [---] engagements
"INITIATIONS 🔹 $LMRI Overweight/Outperform across multiple firms; PT $2223 🔹 $SBET Overweight at Cantor; PT $15 🔹 $VTVT Buy at TD Cowen; PT $67 🔹 $WAT Outperform at William Blair"
X Link 2026-01-05T12:28Z [----] followers, [---] engagements
"$COYA FDA IND ACCEPTED 🔹 FDA accepts IND for COYA [---] in frontotemporal dementia 🔹 Targets Treg function in neurodegenerative disease 🔹 FTD has no approved disease-modifying treatments 🔹 Clears path to begin clinical development"
X Link 2026-01-05T13:10Z [----] followers, [---] engagements
"$ARLO ARLO AND SAMSUNG EXTEND PARTNERSHIP TO INTEGRATE NEW SMART SECURITY CAPABILITIES INTO SMARTTHINGS PLATFORM"
X Link 2026-01-05T13:32Z [----] followers, [---] engagements
"FINANCIALS 🔹 $JEF tied to creditor dispute in First Brands bankruptcy 🔹 Bitcoin options show traders targeting $100k 🔹 $UNCRY lifts Alpha Bank stake to 29.8%"
X Link 2026-01-06T11:45Z [----] followers, [---] engagements
"$LLY $VTYX Eli Lilly is in advanced talks to acquire Ventyx Biosciences for more than USD 1bln"
X Link 2026-01-06T20:57Z [----] followers, [----] engagements
"$KKR SLIPS AFTER DATA CENTER BET $KKR shares trade lower after unveiling a fresh $1.5B equity investment into European data center platform GTR. 🔹 Funds AI-ready high-density data center expansion 🔹 Oak Hill joins with $400M commitment 🔹 Capital deployed via infra strategy not buybacks 🔹 Heavy capex headline spooks near-term traders 🔹 Long-term AI and cloud demand still the core pitch https://twitter.com/i/web/status/2008965112808263889 https://twitter.com/i/web/status/2008965112808263889"
X Link 2026-01-07T18:13Z [----] followers, [---] engagements
"$OLPX Olaplex said to have attracted a takeover offer from Germany's Henkel"
X Link 2026-01-07T19:32Z [----] followers, [---] engagements
"$LUCY Innovative Eyewear 10%+ Shareholder Vladimir Galkin Reported Purchase Of [------] Shares @ Avg Price Of $1.79/Share In Form [--] Filing On Wednesday"
X Link 2026-01-08T12:38Z [----] followers, [---] engagements
"INITIATIONS / REINSTATEMENTS 🔹 $ALLY Buy at UBS; PT $56 🔹 $BCAX Buy at BTIG; PT $28 🔹 $BFH Buy at UBS; PT $92 🔹 $BHLL Buy at Roth Capital 🔹 $EVMN Strong Buy at Raymond James; PT $40 🔹 $FIG Hold at Stifel; PT $40 🔹 $INTU Buy at TD Cowen; PT $802 🔹 $PII Buy at Seaport Global; PT $83 🔹 $TYL Buy at Stifel; PT $550 https://twitter.com/i/web/status/2009247421209977011 https://twitter.com/i/web/status/2009247421209977011"
X Link 2026-01-08T12:54Z [----] followers, [---] engagements
"INITIATIONS / REINSTATEMENTS 🔹 $ARE Equal-Weight at Morgan Stanley 🔹 $AUNA Buy at Inteligo; PT $10.90 🔹 $ADSK Buy at Redburn; PT $375 🔹 $BWMN Neutral at JPMorgan; PT $40 🔹 $BBOT Outperform at Raymond James; PT $24 🔹 $CAVA Outperform at Telsey; PT $85 🔹 $CMG Reinstated Outperform at Telsey; PT $50 🔹 $CTEV Equal-Weight at Wells Fargo; PT $33 🔹 $ED Hold at TD Cowen; PT $105 🔹 $CEG Buy at TD Cowen; PT $440 🔹 $CRGY Market Perform at BMO; PT $10 🔹 $D Hold at TD Cowen; PT $65 🔹 $DOCS Outperform at RBC; PT $59 🔹 $DKNG Hold at Texas Capital; PT $39 🔹 $ETR Buy at TD Cowen; PT $108 🔹"
X Link 2026-01-09T12:37Z [----] followers, [---] engagements
"CONVENIENCE RETAIL GETS A SPLIT VERDICT $CASY earns a premium while $MUSA gets sidelined as food beats fuel in the latest BofA calls. 🔹 $CASY Buy PT $700 on [----] EV EBITDA 15.9x 🔹 Higher-margin foodservice drives expected 8%10% EBITDA growth 🔹 Fuel is 61% of revenue but 70% of inside transactions exclude fuel 🔹 Rural footprint pizza scale liquor licenses support premium multiple 🔹 CEFCO conversions in [----] seen lifting food margins 🔹 $MUSA Underperform PT $405 on [----] EV EBITDA 8.6x 🔹 Heavy fuel and nicotine exposure caps upside in low-volatility pricing 🔹 $WMT adjacency and lean ops"
X Link 2026-01-09T18:57Z [----] followers, [---] engagements
"ABBV BUYS ARIZONA FACTORY $ABBV is buying a device plant from $WST to make more of its own drug gear in-house. 🔹 Grabbing a Tempe AZ manufacturing site plus device IP 🔹 Hiring [---] workers at the site 🔹 Spending $175M+ to buy and modernize it 🔹 Adds injector tech for immunology and neuroscience drugs 🔹 Part of $10B U.S. manufacturing push over [--] years 🔹 Deal expected to close mid-2026 https://twitter.com/i/web/status/2010678219431657690 https://twitter.com/i/web/status/2010678219431657690"
X Link 2026-01-12T11:40Z [----] followers, [---] engagements
"FINANCIALS 🔹 Trump calls for 10% cap on credit card rates 🔹 $DB India unit draws bids from Kotak Federal Bank 🔹 $PRU considers selling India asset manager 🔹 $KKR COO steps down 🔹 $COIN warns lawmakers over stablecoin rewards"
X Link 2026-01-12T12:00Z [----] followers, [---] engagements
"$CYD China Yuchai Acquires 27.97% Stake In Nanyue Diankong For RMB 176.2M ($25M) To Strengthen Powertrain Supply Chain"
X Link 2026-01-12T12:16Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $ALL Hold at TD Cowen; PT $231 🔹 $AEP Neutral at BofA 🔹 $AMWD Neutral at Baird; PT $60 🔹 $AMKR Neutral at UBS; PT $55 🔹 $AROW Market Perform at Hovde 🔹 $AXTA Neutral at UBS; PT $35 🔹 $BC Hold at Texas Capital; PT $90 🔹 $CRWD Sector Weight at KeyBanc 🔹 $DDOG Sell at Goldman 🔹 $DV Equal-Weight at Barclays; PT $12 🔹 $GTLB Equal-Weight at Morgan Stanley; PT $42 🔹 $GTLB Underweight at Barclays; PT $34 🔹 $HTB Market Perform at Hovde 🔹 $NTNX Equal-Weight at Morgan Stanley 🔹 $OMF Underweight at JPMorgan; PT $65 🔹 $PRM Neutral at UBS; PT $31 🔹 $RRC Equal-Weight at"
X Link 2026-01-12T12:56Z [----] followers, [---] engagements
"PACBIO TEAMS UP FOR ULTRA-RARE DISEASE PUSH $PACB plans a strategic collaboration with n-Lorem and EspeRare to use long-read genome sequencing to support custom ASO therapies for ultra-rare diseases. 🔹 Long-read sequencing used to design ASO therapies 🔹 Targets variants missed by standard sequencing 🔹 Aims to cut testing steps and speed validation 🔹 PacBio donating reagents and scientific support 🔹 Goal is faster path from genome to treatment https://twitter.com/i/web/status/2010719526514499600 https://twitter.com/i/web/status/2010719526514499600"
X Link 2026-01-12T14:24Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $ADBE Market Perform at Oppenheimer 🔹 $AA Equal-Weight at Wells Fargo; PT $71 🔹 $AJG Market Perform at BMO; PT $275 🔹 $ASTS Neutral at B Riley; PT $105 🔹 $ATRA Hold at Canaccord; PT $6 🔹 $BSY Neutral at Piper Sandler; PT $45 🔹 $CHTR Underweight at Wells Fargo 🔹 $CRH Equal-Weight at Wells Fargo; PT $138 🔹 $FDX Neutral at BNP Paribas; PT $280 🔹 $RACE Hold at HSBC 🔹 $FIVE Hold at Jefferies; PT $210 🔹 $HPQ Sell at Goldman; PT $21 🔹 $IBP Underweight at JPMorgan; PT $245 🔹 $KALU Equal-Weight at Wells Fargo; PT $120 🔹 $KNF Equal-Weight at Wells Fargo; PT $81 🔹 $LINE"
X Link 2026-01-13T12:54Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $WBD Neutral at Guggenheim; PT $30 🔹 $VMC Neutral at D.A. Davidson; PT $330 🔹 $VOLARA Neutral at JPMorgan; PT $11 🔹 $VVX Hold at Truist 🔹 $SF Hold at TD Cowen 🔹 $SNAP Underperform at BNP Paribas; PT $8 🔹 $RIVN Sell at UBS; PT $15 🔹 $MLM Neutral at D.A. Davidson; PT $690 🔹 $PNG Sector Perform at National Bank; PT CAD [----] 🔹 $KKR Hold at TD Cowen 🔹 $GPN Hold at Deutsche Bank; PT $80 🔹 $DEI Sector Perform at Scotiabank; PT $12.50 🔹 $CCEP Neutral at BofA 🔹 $BLK Hold at TD Cowen 🔹 $AJG Neutral at Cantor; PT $282 https://twitter.com/i/web/status/2011425256410370253"
X Link 2026-01-14T13:08Z [----] followers, [---] engagements
"VCIG PLUGS INTO REAL-WORLD ASSETS $VCIG lands its first enterprise supply partner for its new RWA Exchange. 🔹 Partnering with Mezzofy on asset supply 🔹 Mezzofy runs digital vouchers for big consumer brands 🔹 Network includes Starbucks Pizza Hut KFC SaSa and more 🔹 Brings real consumer spending assets onto the exchange 🔹 Sets up tokenized redeemable merchant assets 🔹 Goal is scalable compliant real-world token trading https://twitter.com/i/web/status/2011537423893725543 https://twitter.com/i/web/status/2011537423893725543"
X Link 2026-01-14T20:34Z [----] followers, [---] engagements
"First Horizon $FHN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.52 YoY: 20.93% (from $0.43) ✅ Revenue Beat Sales: $888.000M YoY: 21.81% (from $729.000M)"
X Link 2026-01-15T12:37Z [----] followers, [---] engagements
"🛒 UBER + KROGER GO NATIONAL $UBER and $KR just made grocery delivery even harder to dodge. 🔹 Nearly [----] Kroger-family stores now on Uber Eats Uber and Postmates 🔹 Fresh groceries house brands and essentials available 🔹 Same-day and on-demand delivery nationwide 🔹 Boosts Ubers everyday-use play 🔹 Gives Kroger digital reach without extra logistics headaches https://twitter.com/i/web/status/2011786427659387116 https://twitter.com/i/web/status/2011786427659387116"
X Link 2026-01-15T13:03Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $VTEX Neutral at UBS; PT $4 🔹 $SLGN Sector Perform at RBC; PT $43 🔹 $RKLB Sector Weight at KeyBanc 🔹 $NTNX Equal-Weight at Barclays; PT $53 🔹 $MLTX Sell at Goldman Sachs; PT $10 🔹 $LESL Underweight at Morgan Stanley; PT $1.50 🔹 $GEHC Sell at UBS; PT $77 🔹 $FLUT Equal-Weight at Wells Fargo; PT $228 🔹 $ACI Underweight at Morgan Stanley; PT $14 https://twitter.com/i/web/status/2011788903452114950 https://twitter.com/i/web/status/2011788903452114950"
X Link 2026-01-15T13:13Z [----] followers, [---] engagements
"INITIATIONS 🔹 $WCCB Buy at Janney; PT $52 🔹 $TOYO Buy at HCW; PT $18 🔹 $SWKS Sector Perform at RBC; PT $65 🔹 $SLAB Sector Perform at RBC; PT $160 🔹 $SNDK Sector Perform at RBC; PT $400 🔹 $RLI Equal-Weight at Wells Fargo; PT $62 🔹 $RGTI Buy at Redburn Atlantic 🔹 $QUBT Buy at Redburn Atlantic 🔹 $QCOM Sector Perform at RBC; PT $180 🔹 $NVDA Outperform at RBC 🔹 $NBIS Equal-Weight at Morgan Stanley; PT $126 🔹 $MU Outperform at RBC 🔹 $MRVL Outperform at RBC 🔹 $LUXE Buy at B. Riley; PT $12 🔹 $LSCC Outperform at RBC 🔹 $LRCX Outperform at RBC 🔹 $KLAC Sector Perform at RBC; PT $1550 🔹"
X Link 2026-01-15T13:14Z [----] followers, [---] engagements
"TOYOTA BUYOUT DRAMA $TM pops as Elliott calls the affiliate buyout price cheap. 🔹 Offer raised to [-----] yen from [-----] 🔹 Elliott says that still lowballs minority holders 🔹 Activist pegs real value above [-----] yen 🔹 Elliott refuses to tender its shares 🔹 Blames 40% jump in Toyota group stocks for higher fair value https://twitter.com/i/web/status/2011851992847491094 https://twitter.com/i/web/status/2011851992847491094"
X Link 2026-01-15T17:24Z [----] followers, [---] engagements
"OSTX CLINICAL WIN STOCK STILL SULKING $OSTX drops even with good news because markets enjoy irony. 🔹 Phase 2b data shows immune markers tied to long-term survivors 🔹 Data supports BLA filing path with FDA 🔹 Target approvals: UK Q2 [----] US Q3 [----] EU end-2026 🔹 Could score a Priority Review Voucher and flip it for cash 🔹 Stock still down 66% in a year and hugging its lows https://twitter.com/i/web/status/2011853842934042729 https://twitter.com/i/web/status/2011853842934042729"
X Link 2026-01-15T17:31Z [----] followers, [---] engagements
"SHALE MEGADEAL WHISPERS $CTRA and $DVN are rumored to be flirting with a monster merger. 🔹 Talks center on combining to gain scale 🔹 Both heavy in Permian and Anadarko 🔹 Activists want fewer players bigger wallets 🔹 Deal could mean cost cuts and cleaner portfolios 🔹 [----] shale theme: merge or get lonely https://twitter.com/i/web/status/2011858565804204492 https://twitter.com/i/web/status/2011858565804204492"
X Link 2026-01-15T17:50Z [----] followers, [----] engagements
"$AWK American Water Works to invest USD 46-48bln in system upgrades over the next ten years"
X Link 2026-01-15T19:09Z [----] followers, [---] engagements
"UNUSUAL MACHINES SCORES DEFENSE DRONE ORDER $UMAC landed a $2.1M order for U.S.-assembled drone gear for defense and government use. 🔹 $2.1M purchase order tied to NDAA-compliant drone systems 🔹 Fulfillment split across Q1 and Q2 using current capacity 🔹 Includes controllers cameras transmitters headsets motors 🔹 Customers moving fast under government timelines 🔹 Management says ops are built for speed not excuses https://twitter.com/i/web/status/2011907336839827592 https://twitter.com/i/web/status/2011907336839827592"
X Link 2026-01-15T21:04Z [----] followers, [----] engagements
"FORD EYES BYD BATTERIES ABROAD $F in talks with Chinas $BYDDF to power hybrids at overseas plants while Washington pretends not to notice. 🔹 Batteries would go into hybrids built outside the U.S. 🔹 Those cars could still be shipped back into the U.S. 🔹 No deal close just exploring options 🔹 Most U.S. hybrids still planned from North America 🔹 $F wont confirm BYD went silent https://twitter.com/i/web/status/2011985183092928654 https://twitter.com/i/web/status/2011985183092928654"
X Link 2026-01-16T02:13Z [----] followers, [---] engagements
"WRD HITS [----] ROBOTAXIS $WRD is scaling its robotaxi fleet fast as the autonomous race heats up. 🔹 Now at [----] robotaxis worldwide 🔹 Fully driverless in Beijing Guangzhou Abu Dhabi 🔹 Targeting tens of thousands by [----] 🔹 Uses WeRide One and HPC [---] to cut costs 🔹 Rolling out WeRide Go inside WeChat 🔹 WeChat has 1B+ users bookings live in Beijing and Guangzhou 🔹 Partnered with $UBER to launch in Dubai 🔹 $GOOGL/ $GOOG-backed Waymo rolled out Ojai robotaxi at CES 🔹 Waymo fleet already over [----] vehicles 🔹 Waymo trying to raise $10B at $100B valuation 🔹 $TSLA missed Musks Austin"
X Link 2026-01-16T13:51Z [----] followers, [---] engagements
"BUILDS ON VIATRIS HEART PLAY $VTRS rolls out Inpefa in the UAE kicking off its non-US expansion for a heart failure drug that actually does something. 🔹 First Viatris territory to launch it: UAE 🔹 More countries lined up over the next few years 🔹 Inpefa is the only dual SGLT1/2 inhibitor on the market 🔹 Approved to cut heart-failure deaths and hospital visits 🔹 Targets heart failure type [--] diabetes kidney disease patients https://twitter.com/i/web/status/2013583523475562741 https://twitter.com/i/web/status/2013583523475562741"
X Link 2026-01-20T12:04Z [----] followers, [---] engagements
"WIND FARM GETS A HALL MONITOR $ACN BOSLAN unit gets hired to babysit every bolt and cable on a massive North Sea wind project. 🔹 ScottishPower picks BOSLAN to oversee East Anglia TWO wind farm 🔹 Covers factories parts logistics and offshore installs 🔹 Watching over turbines cables substations platforms everything heavy 🔹 Team includes engineers weld inspectors QA nerds logistics wranglers 🔹 Goal is zero surprises and no how did that pass inspection moments 🔹 BOSLAN brings 20+ years of big-project babysitting experience https://twitter.com/i/web/status/2013595777013015002"
X Link 2026-01-20T12:53Z [----] followers, [---] engagements
"HEART DRUG GOES GLOBAL $VTRS takes its heart medicine on the road starting in the UAE. 🔹 Inpefa launches in the UAE first 🔹 More country launches coming over the next few years 🔹 First and only dual SGLT1/2 inhibitor 🔹 Treats heart failure patients 🔹 Also approved for diabetes and kidney disease patients 🔹 Shown to cut deaths and hospital visits 🔹 Part of $VTRS push beyond US and Europe https://twitter.com/i/web/status/2013601436794306860 https://twitter.com/i/web/status/2013601436794306860"
X Link 2026-01-20T13:16Z [----] followers, [---] engagements
"SEMI TECH MEETS BIG MANUFACTURING $JBL takes a minority stake and teams up with EHT Semi to power the next chip wave. 🔹 $JBL makes strategic minority investment in EHT Semi 🔹 Manufacturing collaboration announced 🔹 Focused on advanced semiconductor fabrication 🔹 EHT Semi builds RF and pulsed-power systems 🔹 Tech boosts plasma stability and precision 🔹 Enables advanced etch and deposition processes 🔹 Aims at next-gen chip performance https://twitter.com/i/web/status/2013607323613217087 https://twitter.com/i/web/status/2013607323613217087"
X Link 2026-01-20T13:39Z [----] followers, [---] engagements
"📊 Barnes & Noble Education $BNED Q2 Earnings ✅ Earnings Beat Adj. EPS: -$0.46 (est. -$0.81) YoY: 38.67% (from -$0.75) ✅ Revenue Beat Sales: $288.160M (est. $244.606M) YoY: 9.39% (from $263.431M)"
X Link 2026-01-20T14:26Z [----] followers, [---] engagements
"📊 Karooooo $KARO Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.49 (vs. $0.46 exp) YoY: 13.95% (from $0.43) ✅ Revenue Beat Sales: $81.374M (vs. $79.180M exp) YoY: 26.62% (from $64.266M)"
X Link 2026-01-20T21:06Z [----] followers, [---] engagements
"Netflix to Raise [----] Content Spending Warns of Profit Pressure $NFLX Netflix Inc. reported fourth-quarter results that beat estimates but forecast lower near-term earnings as it plans to lift spending on films and TV shows by 10% in [----] and absorb costs tied to its Warner Bros. Discovery acquisition. The company spent about $18 billion on programming in [----] grew subscribers nearly 8% to more than [---] million and guided current-quarter earnings below expectations. Netflix said closing the Warner Bros. deal will add $275 million in costs this year and prompt a pause in share buybacks."
X Link 2026-01-20T21:06Z [----] followers, [---] engagements
"ARK SHUFFLES THE DECK $AVGO $WRD $BYDDY $AMD Cathie Wood went bargain hunting Tuesday while everyone else was panic-scrolling. 🔹 $AVGO ARKK bought [-----] shares about $10.8M at $332.60 🔹 Stock got smacked after China told foreign cyber software to take a hike 🔹 VMware caught the shrapnel since it lives under $AVGO now 🔹 $WRD ARKQ bought [------] shares about $4.9M at $8.48 🔹 Runs 1000+ robotaxis in China with driverless ops in major cities 🔹 Hooks into Tencents WeChat so riders can summon cars like pizza 🔹 $BYDDY ARKQ bought [------] shares about $2.53M at $12.31 🔹 Beat $TSLA in [----] EV"
X Link 2026-01-21T02:15Z [----] followers, [---] engagements
"SEABRIDGE PREPS GOLD SPINOUT $SA plans to spin out its Courageous Lake project into a new company called Valor. 🔹 $SA to distribute Valor shares to holders via court-approved plan 🔹 Shareholder vote expected June [----] 🔹 Valor targeting TSX and OTCQB maybe NYSE later 🔹 Trading aimed before end of Q2 [----] 🔹 Valor to launch with C$10M cash 🔹 Newco holds 100% of Courageous Lake project 🔹 Mark Ashley named CEO of Valor 🔹 Ashley built LionOre into a $6B miner before selling it 🔹 Goal is unlock value instead of letting assets rot inside $SA"
X Link 2026-01-21T12:36Z [----] followers, [---] engagements
"MIAX SELLS MOST OF ITS DERIVATIVES SHOP $MIAX sells 90% of MIAXdx to a $HOOD Susquehanna JV and keeps a small seat at the table. 🔹 $MIAX cashes out 90% of MIAXdx 🔹 Keeps 10% stake for future upside 🔹 Buyer is $HOOD plus Susquehanna 🔹 MIAXdx is CFTC-approved for futures options swaps 🔹 Fully collateralized trading only 🔹 Robinhood keeps inching deeper into grown-up finance https://twitter.com/i/web/status/2013955373749666114 https://twitter.com/i/web/status/2013955373749666114"
X Link 2026-01-21T12:42Z [----] followers, [---] engagements
"AVR GOES BIG WITH $200M OFFERING $AVR raises cash and pulls in $MDT as a strategic backer. 🔹 $AVR plans $200M public stock offering 🔹 Underwriters can add $30M more in [--] days 🔹 $MDT to buy up to $90M in private placement 🔹 $MDT stake will be 16%19.99% after deal 🔹 Private placement only happens if offering closes 🔹 Cash to fund PARADIGM trial for DurAVR valve 🔹 Also funding manufacturing R&D and ops 🔹 Barclays Wells Fargo Cantor running the deal https://twitter.com/i/web/status/2013972717137952789 https://twitter.com/i/web/status/2013972717137952789"
X Link 2026-01-21T13:51Z [----] followers, [---] engagements
"BANKS FLOAT $1.8B WALMART DEAL LOANS Big lenders push fresh debt tied to a major Walmart supplier buyout. $WMT $RY 🔹 About $1.8B in loans launched 🔹 Tied to Investindustrial buying TreeHouse Foods 🔹 Part of leveraged buyout financing 🔹 Shows demand still alive for M&A credit 🔹 Food suppliers with big buyers stay bankable https://twitter.com/i/web/status/2013980128393490469 https://twitter.com/i/web/status/2013980128393490469"
X Link 2026-01-21T14:20Z [----] followers, [---] engagements
"$BLK BLACKROCK REPORTS 5.02% PASSIVE STAKE IN $KKR AS OF DEC [--] [----] - SEC FILING"
X Link 2026-01-21T17:39Z [----] followers, [---] engagements
"FCC LAYS OUT EQUAL TIME RULES This is the rule that stops TV and radio stations from playing favorites in political seasons at least on paper. $CMCSA $DIS $NMAX $NWS $PSKY $SPY $NWSA 🔹 Stations dont have to give airtime to candidates 🔹 But if they give time to one they owe equal time to rivals 🔹 Applies when a candidates voice or face is used on air 🔹 News shows and interviews usually dont trigger the rule 🔹 Built to stop stations from picking political winners 🔹 Comes from Section [---] of the Communications Act https://twitter.com/i/web/status/2014039929936814151"
X Link 2026-01-21T18:18Z [----] followers, [---] engagements
"📊 NVE Corp $NVEC Q3 Earnings +0.79% ✅ Earnings Beat Adj. EPS: $0.70 YoY: 11.11% (from $0.63) ✅ Revenue Beat Sales: $6.225M YoY: 22.95% (from $5.063M)"
X Link 2026-01-21T21:06Z [----] followers, [---] engagements
"UPGRADES 🔹 $CALY Buy at B Riley; PT $19 🔹 $CPRI Buy at TD Cowen; PT $32 🔹 $CS Buy at Clarksons; PT C$18 🔹 $COR Buy at Jefferies; PT $440 🔹 $DDOG Buy at Stifel; PT $160 🔹 $ELAN Overweight at Piper Sandler 🔹 $EHAB Outperform at Oppenheimer; PT $14 🔹 $MCHP Outperform at BNP Paribas; PT $90 🔹 $ONB Buy at TD Cowen; PT $30 🔹 $ON Neutral at BNP Paribas; PT $62 🔹 $RGTI Buy at B Riley; PT $35 🔹 $SFNC Outperform at Raymond James; PT $23 🔹 $SMBK Outperform at Hovde Group; PT $48 🔹 $SPHR Buy at BTIG; PT $110 🔹 $SPOT Accumulate at Inderes; PT $590 🔹 $TPST Buy at HC Wainwright; PT $11 🔹"
X Link 2026-01-22T12:31Z [----] followers, [---] engagements
"DOWNGRADES 🔹 $ACHC Hold at Jefferies; PT $15 🔹 $AGNC Neutral at Jones 🔹 $FOLD Hold at Jefferies; PT $14.50 🔹 $APGE Sector Perform at RBC; PT $83 🔹 $CHE Hold at Jefferies; PT $475 🔹 $CROX Sector Weight at KeyBanc 🔹 $GDRX Hold at Jefferies; PT $2.75 🔹 $H Inline at Evercore ISI; PT $175 🔹 $LCII Hold at Loop Capital; PT $149 🔹 $LEGN Hold at TD Cowen; PT $21 🔹 $QGEN Hold at Deutsche Bank; PT $54 🔹 $ZTS Neutral at Piper Sandler; PT $135 https://twitter.com/i/web/status/2014315077420085423 https://twitter.com/i/web/status/2014315077420085423"
X Link 2026-01-22T12:31Z [----] followers, [---] engagements
"📈 PRUDENTIAL BOOSTS MALAYSIA CONTROL $PRU agrees to raise its stake in Prudential Assurance Malaysia to 70% in a $375M deal. 🔹 Buys an additional 19% ownership stake 🔹 Total investment US$375M 🔹 Strengthens control over Malaysian life insurance unit 🔹 Deal expected to be earnings and value accretive 🔹 Signals deeper long-term commitment to Asia https://twitter.com/i/web/status/2014333640306458806 https://twitter.com/i/web/status/2014333640306458806"
X Link 2026-01-22T13:45Z [----] followers, [---] engagements
"CARLYLE EYES SINTRA RESORT EXIT $CG is in talks with L Catterton to sell the iconic Penha Longa Resort near Sintra Portugal. 🔹 Discussions ongoing no deal finalized 🔹 Asset is a landmark luxury resort in Portugal 🔹 L Catterton backed by LVMH-linked capital 🔹 Would mark a notable hospitality exit for $CG 🔹 Another private equity rotation in European luxury assets https://twitter.com/i/web/status/2014333782338269659 https://twitter.com/i/web/status/2014333782338269659"
X Link 2026-01-22T13:46Z [----] followers, [---] engagements
"RIMINI LAUNCHES AGENTIC UX ON SERVICENOW $RMNI rolls out its first [--] Agentic UX solutions powered by $NOW. 🔹 First [--] Rimini Agentic UX solutions now live 🔹 Built on ServiceNow platform 🔹 Targets ERP workflow and enterprise automation 🔹 Expands Riminis Agentic AI strategy 🔹 $RMNI and $NOW both trade higher on the news https://twitter.com/i/web/status/2014339267099496506 https://twitter.com/i/web/status/2014339267099496506"
X Link 2026-01-22T14:08Z [----] followers, [---] engagements
"APPLIED DIGITAL BUILDS BIGGER AI FACTORIES $APLD is scaling fast breaking ground on a massive AI Factory campus as earnings momentum and hyperscaler demand stay hot. 🔹 Delta Forge [--] breaks ground in the southern US 🔹 Up to 430MW power 300MW IT load 🔹 Two 150MW facilities on 500+ acres 🔹 Repeatable AI factory model for hyperscalers https://twitter.com/i/web/status/2014380175044080128 https://twitter.com/i/web/status/2014380175044080128"
X Link 2026-01-22T16:50Z [----] followers, [---] engagements
"$ALK Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.43 (vs. $0.12 est.) ❌ Revenue Miss Sales: $3.632B (vs. $3.643B est.) 🔹 Outlook Highlights FY2026 Adj. EPS: $3.50$6.50 (vs. $2.15 est.) Q1 Adj. EPS: $(1.50)$(0.50) (vs. $(0.64) est.)"
X Link 2026-01-22T22:27Z [----] followers, [---] engagements
"JEFFS BRANDS CHASES WORLD CUP SECURITY $JFBR is lining up an AI-powered pitch to help secure the [----] FIFA World Cup across the US Canada and Mexico. 🔹 Exploring security support opportunities tied to the [----] World Cup 🔹 Play runs through subsidiary KeepZone AI 🔹 Focus on AI-driven threat detection for stadiums and fan zones 🔹 Targeting high-density public environments 🔹 Another small-cap aiming big by attaching itself to a global event https://twitter.com/i/web/status/2014669283612098784 https://twitter.com/i/web/status/2014669283612098784"
X Link 2026-01-23T11:59Z [----] followers, [---] engagements
"LAST WEEKS LARGE-CAP LOSERS $AVAV $DKNG $WST $CEG $APP $WIT $ABT $FLUT $SHOP all took turns falling down the stairs while the market watched. 🔹 $AVAV 19.45% Pentagon stop-work order nuked the SCAR program 🔹 $DKNG 14.40% MA judge blocks Kalshi sports contracts regulatory buzzkill 🔹 $WST 13.27% No drama just heavy selling 🔹 $CEG 10.38% Wells Fargo trims PT to $460 vibes downgraded 🔹 $APP 14.68% CapitalWatch report spooked investors 🔹 $WIT 8.37% Q3 results failed to impress 🔹 $ABT 12.23% Soft sales weak EPS guide analysts pile on 🔹 $FLUT 13.07% Analyst PT cuts across the board 🔹 $SHOP"
X Link 2026-01-25T13:06Z [----] followers, [---] engagements
"LEIDOS BULKS UP ENERGY INFRASTRUCTURE $LDOS is buying ENTRUST Solutions Group for $2.4B to muscle further into utility engineering and infrastructure work. 🔹 $2.4B acquisition expands exposure to resilient utility spending 🔹 Pushes $LDOS deeper into gas and electric generation infrastructure 🔹 Adds complementary engineering capabilities and customer base 🔹 Broadens reach across regulated utility markets 🔹 Management expects immediate revenue growth accretion 🔹 EBITDA margins projected to improve right out of the gate https://twitter.com/i/web/status/2015749315176603861"
X Link 2026-01-26T11:31Z [----] followers, [---] engagements
"📊 $STLD Q4 EARNINGS ❌ Earnings Miss Adj. EPS: $1.82 YoY: 33.82% (from $1.36) ❌ Revenue Miss Sales: $4.414B YoY: 14.00% (from $3.872B"
X Link 2026-01-26T12:15Z [----] followers, [---] engagements
"📈 UPGRADES 🔹 $APP Buy at Needham; PT $700 🔹 $CSCO Outperform at Evercore ISI; PT $100 🔹 $CTSH Buy at Deutsche Bank; PT $100 🔹 $CPAY Overweight at Morgan Stanley; PT $379 🔹 $META Buy at Rothschild & Co Redburn; PT $900 🔹 $NFLX Accumulate at Phillip Secs; PT $100 🔹 $RLAY Outperform at Oppenheimer; PT $14 🔹 $SOLV Overweight at KeyBanc; PT $97 🔹 $STC Outperform at KBW; PT $81 https://twitter.com/i/web/status/2015765913073586230 https://twitter.com/i/web/status/2015765913073586230"
X Link 2026-01-26T12:36Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $AMZN Accumulate at Phillip Secs; PT $290 🔹 $BOKF Neutral at DA Davidson; PT $135 🔹 $CWAN Neutral at UBS; PT $24.55 🔹 $IOBT Neutral at Piper Sandler; PT $0.50 🔹 $LCUT Hold at Canaccord; PT $3.50 🔹 $RGLD Sector Perform at Scotiabank; PT $335 🔹 $VRNS Equal-Weight at Morgan Stanley; PT $41 https://twitter.com/i/web/status/2015765927199899721 https://twitter.com/i/web/status/2015765927199899721"
X Link 2026-01-26T12:37Z [----] followers, [---] engagements
"JEFFS BRANDS LANDS FIRST COUNTER-DRONE ORDER $JFBR moves from Amazon data to homeland security hardware. 🔹 Subsidiary KeepZone AI receives first C-UAS purchase order 🔹 Net-launching counter-drone system sold to Mexican aerospace integrator 🔹 Designed for urban security borders and critical infrastructure 🔹 Soft- and hard-kill platform aimed at low collateral damage 🔹 Customer deploys security tech for Mexican government and enterprises 🔹 Follows reseller deals across Mexico Canada Europe UAE Israel https://twitter.com/i/web/status/2015767252235075661"
X Link 2026-01-26T12:42Z [----] followers, [---] engagements
"$AERT Aeries Technology Partners With Recruitment Firm Michael Page To Enhance Global Capability Center Delivery For Private Equity Portfolio Companies In India"
X Link 2026-01-26T13:34Z [----] followers, [---] engagements
"ARCELORMITTAL TO SHUT UKRAINE PRODUCTION UNIT $MT will close part of its Ukraine steel operations as costs and conflict collide. 🔹 Blooming mill at Kryvyi Rih plant set to shut in Q2 [----] 🔹 EU green rules limit access for carbon-intensive steel 🔹 Russian attacks drive power disruptions and higher energy costs 🔹 Ukraine forced to import expensive electricity from the EU 🔹 Rising costs make operations economically unviable 🔹 Another hit to Ukraines industrial base amid ongoing war https://twitter.com/i/web/status/2015782754248487420 https://twitter.com/i/web/status/2015782754248487420"
X Link 2026-01-26T13:43Z [----] followers, [---] engagements
"$ZVIA Zevia Posts On X "Our brand-new 30-pack Zevia Variety Pack is now available across all @Costco regions our biggest Costco rollout yet" https://x.com/Zevia/status/2015848398944174196 https://x.com/Zevia/status/2015848398944174196"
X Link 2026-01-26T18:25Z [----] followers, [---] engagements
"BIG TECH BIG BANKS BIG DEFENSE TAKE ON WILDFIRES $LMT $PCG $CRM $WFC team up to launch EMBERPOINT LLC a joint venture aimed at giving first responders smarter tools to detect prevent and fight catastrophic wildfires. 🔹 Cross-industry partnership blending defense tech utilities data cloud software and financial backing 🔹 Focused on next-gen wildfire detection prevention and response 🔹 Built specifically for first responders not press releases 🔹 Goal is faster detection and better coordination before fires go full apocalypse 🔹 One company couldnt do this alone so they formed a mini-Voltron"
X Link 2026-01-26T19:18Z [----] followers, [---] engagements
"$HPE BUILDS PRIVATE AI PLATFORM FOR NZ TELCO $HPE partners with 2degrees to deploy a sovereign on-prem private AI platform using HPE Private Cloud AI and NVIDIA tech. 🔹 AI platform stays fully onshore in New Zealand 🔹 Built on HPE Private Cloud AI with NVIDIA infrastructure 🔹 Improves network reliability reduces downtime 🔹 AI-driven analytics optimize performance and operations 🔹 Faster product launches and shorter dev cycles 🔹 Enterprise-grade security with full data sovereignty https://twitter.com/i/web/status/2015878401303642153 https://twitter.com/i/web/status/2015878401303642153"
X Link 2026-01-26T20:03Z [----] followers, [---] engagements
"📊 WR BERKLEY $WRB Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $1.13 YoY: 10.78% (from $1.02) ✅ Revenue Beat Sales: $3.721B YoY: 1.44% (from $3.668B)"
X Link 2026-01-26T21:16Z [----] followers, [---] engagements
"$SMCI Super Micro Taiwan unit enters facilities agreement and credit agreement provides USD 710mln revolving credit facilities; option to increase facilities up to USD 2bln"
X Link 2026-01-26T21:28Z [----] followers, [----] engagements
"📊 BROWN & BROWN $BRO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.93 ❌ Revenue Miss Sales: $1.607B"
X Link 2026-01-26T23:19Z [----] followers, [---] engagements
"📊 $UNH Q4 [----] EARNINGS ✅ Earnings Beat Adj. EPS: $2.11 YoY: (beat $2.10 est by a penny victory lap optional) ❌ Revenue Miss Sales: $113.215B YoY: but short of $113.817B est because expectations are apparently immortal"
X Link 2026-01-27T11:22Z [----] followers, [---] engagements
"📊 $SYF Q4 EARNINGS 🔹 Earnings Inline EPS: $2.04 YoY: 6.81% (from $1.91 steady and unexciting) ❌ Revenue Miss Sales: $4.761B YoY: 3.68% (missed by a rounding error Wall Street will still argue about) OUTLOOK 🔹 FY2026 GAAP EPS: $9.10$9.50 vs $9.20 est"
X Link 2026-01-27T11:29Z [----] followers, [---] engagements
"SRFM PUSHES ELECTRIC ISLAND FLIGHTS $SRFM teams with Hawaii DOT and $BETA to bid into a federal eVTOL pilot using inter-island routes as a proving ground. 🔹 Hawaii short hops fit electric aircraft range 🔹 Mokulele runs the largest commuter network in the state 🔹 Avg flight [--] miles basically built for electrification 🔹 Initial focus on cargo not passengers 🔹 $BETAs ALIA already logged 100k+ real-world miles https://twitter.com/i/web/status/2016112594700951687 https://twitter.com/i/web/status/2016112594700951687"
X Link 2026-01-27T11:34Z [----] followers, [---] engagements
"📊 $KMB Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $1.86 YoY: 24.0% (from $1.50 margins doing the heavy lifting) ❌ Revenue Miss Sales: $4.080B YoY: 17.21% (from $4.928B demand clearly took the quarter off)"
X Link 2026-01-27T11:49Z [----] followers, [---] engagements
"📊 $HCA Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $8.01 vs Est.: $7.43 ❌ Revenue Miss Sales: $19.513B vs Est.: $19.667B GUIDANCE (RAISED) 🔹 FY2025 GAAP EPS: $29.10$31.50 vs $27.46 est 🔹 FY2025 Sales: $76.5B$80.0B vs $75.741B est"
X Link 2026-01-27T12:03Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $AA Equal-Weight at Morgan Stanley 🔹 $AME Market Perform at Oppenheimer 🔹 $BTDR Market Perform at KBW; PT $14 🔹 $CWAN Equal-Weight at Morgan Stanley 🔹 $COMP Neutral at Goldman; PT $14 🔹 $EMR Market Perform at Oppenheimer 🔹 $ICHR Market Perform at Oppenheimer; PT $32 🔹 $INSP Sector Perform at RBC; PT $90 🔹 $MTDR Equal-Weight at Wells Fargo; PT $47 🔹 $MBLY Neutral at Arete; PT $15.70 🔹 $NE Sell at SEB Equities; PT $33 🔹 $OKE Neutral at JPMorgan; PT $83 🔹 $PG Hold at TD Cowen 🔹 $SKYT Hold at TD Cowen; PT $35 - Hold at Needham - Neutral at Piper Sandler; PT $35 🔹"
X Link 2026-01-27T12:21Z [----] followers, [---] engagements
"INITIATIONS 🔹 $ADP Overweight at Cantor; PT $306 🔹 $AFRM Overweight at Cantor; PT $85 🔹 $BBNX Hold at TD Cowen; PT $17 🔹 $BETR Overweight at Cantor 🔹 $BIOA Overweight at Piper Sandler; PT $73 🔹 $XYZ Overweight at Cantor; PT $87 🔹 $CPAY Overweight at Cantor; PT $385 🔹 $DDOG Buy at Daiwa; PT $190 🔹 $FIS Overweight at Cantor; PT $72 🔹 $FISV Neutral at Cantor; PT $70 🔹 $GPN Neutral at Cantor; PT $80 🔹 $GMED Buy at TD Cowen; PT $110 🔹 $ISRG Buy at TD Cowen; PT $660 🔹 $KD Sector Outperform reinstated at Scotiabank; PT $40 🔹 $MA Overweight at Cantor; PT $650 🔹 $NFLX Buy at GF"
X Link 2026-01-27T12:21Z [----] followers, [---] engagements
"INFOSYS PARTNERS WITH CURSOR ON AI BUILD $INFY teams up with Cursor to help enterprises speed up AI-native software development. 🔹 Launches Cursor Center of Excellence 🔹 Focus on AI-assisted engineering at scale 🔹 Targets greenfield and brownfield systems 🔹 Integrates Cursor with Infosys Topaz Fabric 🔹 Aims to boost speed quality and consistency https://twitter.com/i/web/status/2016125705357066389 https://twitter.com/i/web/status/2016125705357066389"
X Link 2026-01-27T12:26Z [----] followers, [---] engagements
"📊 $PCAR Q4 [----] EARNINGS ❌ Earnings Miss EPS: $1.06 vs Est.: $1.07 ✅ Revenue Beat Sales: $6.82B vs Est.: $6.04B"
X Link 2026-01-27T13:02Z [----] followers, [---] engagements
"PVH TEAMS WITH OPENAI ON AI PUSH $PVH partners with OpenAI to embed custom AI across its operations targeting smarter execution and better consumer experiences. 🔹 AI applied to product design and demand planning 🔹 Focus on inventory optimization and personalization 🔹 Supports Calvin Klein and Tommy Hilfiger brands 🔹 Part of multi-year PVH+ growth strategy 🔹 Goal is scalable practical AI not experiments https://twitter.com/i/web/status/2016139376216989935 https://twitter.com/i/web/status/2016139376216989935"
X Link 2026-01-27T13:21Z [----] followers, [---] engagements
"CART EXPANDS SMART CART FOOTPRINT $CART rolls out AI-powered Caper Carts at select Foodtown stores via an expanded partnership with Allegiance Retail. 🔹 Caper Carts live in NY NJ PA locations 🔹 More deployments planned for [----] 🔹 Storefront Pro powers e-commerce across Allegiance 🔹 Carrot Ads and FoodStorm added to the stack 🔹 Omnichannel push ties in-store digital loyalty https://twitter.com/i/web/status/2016150049592389766 https://twitter.com/i/web/status/2016150049592389766"
X Link 2026-01-27T14:03Z [----] followers, [---] engagements
"$ASPI Co Posts On X "ASP Isotopes is building our role as a core partner in the semiconductor supply chainhelping enable higher-performance computing while addressing the energy cooling and cost challenges that come with it. Through advanced materials and close collaboration with semiconductor and data-center leaders we support innovation without compromising efficiency." https://x.com/ASPIsotopes/status/2016208798613176401s=20 https://x.com/ASPIsotopes/status/2016208798613176401s=20"
X Link 2026-01-27T18:05Z [----] followers, [---] engagements
"📊 F5 $FFIV Q1 Earnings ✅ Earnings Beat Adj. EPS: $4.45 YoY: 15.89% (from $3.84) ✅ Revenue Beat Sales: $822.465M YoY: 7.30% (from $766.489M) 📈 FY2026 Guidance Raised Adj. EPS: $15.65$16.05 vs $15.11 est Sales: $3.242B$3.273B vs $3.154B est 📊 Q2 Outlook Adj. EPS: $3.34$3.46 vs $3.38 est Sales: $770M$790M vs $748.3M est https://twitter.com/i/web/status/2016257937925407227 https://twitter.com/i/web/status/2016257937925407227"
X Link 2026-01-27T21:12Z [----] followers, [---] engagements
"📊 Western New England $WNEB Q4 Earnings ✅ Earnings Beat EPS: $0.26 YoY: 62.50% (from $0.16) ✅ Revenue Beat Sales: $22.002M YoY: 18.76% (from $18.527M)"
X Link 2026-01-27T21:12Z [----] followers, [---] engagements
"📊 First Commonwealth $FCF Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.43 YoY: 22.86% (from $0.35) ✅ Revenue Beat Sales: $137.822M YoY: 14.12% (from $120.770M)"
X Link 2026-01-27T22:09Z [----] followers, [---] engagements
"$PONY AI ATBB TO JOINTLY DEPLOY OPERATE ROBOTAXI SERVICES IN TIER [--] CHINESE CITIES PONY AI FORMS STRATEGIC PARTNERSHIP WITH BEIJING ATBB TRAVEL & EXPRESS SERVICE"
X Link 2026-01-28T02:04Z [----] followers, [---] engagements
"📊 Automatic Data Processing $ADP Q2 Earnings ✅ Earnings Beat Adj. EPS: $2.62 YoY: 11.49% (from $2.35) ✅ Revenue Beat Sales: $5.359B YoY: 6.16% (from $5.048B) Guidance Tweaks FY2026 Adj. EPS: $10.09$11.01 (vs. $10.91 est.) FY2026 Sales: $21.795B (raised from $21.589B$21.795B) FY2026 GAAP EPS: $10.88$10.98 (raised vs. $10.93 est.) https://twitter.com/i/web/status/2016483835127447929 https://twitter.com/i/web/status/2016483835127447929"
X Link 2026-01-28T12:09Z [----] followers, [---] engagements
"PROSPERITY BUYS STELLAR IN $2B TEXAS BANK DEAL $PB to acquire $STEL in a cash-and-stock merger bulking up its Texas footprint while $STEL holders take the premium and run. 🔹 Deal value $2.002B 🔹 $STEL holders get [------] shares of $PB + $11.36 cash 🔹 $STEL stock rips $PB modest pop 🔹 $STEL brings $10.8B assets and [--] Texas branches 🔹 $STEL execs slide into senior roles post-close https://twitter.com/i/web/status/2016484351614046315 https://twitter.com/i/web/status/2016484351614046315"
X Link 2026-01-28T12:11Z [----] followers, [---] engagements
"📊 Extreme Networks $EXTR Q2 Earnings ✅ Earnings Beat Adj. EPS: $0.26 YoY: 23.81% (from $0.21) ✅ Revenue Beat Sales: $317.925M YoY: 13.81% (from $279.355M) Guidance Shuffle Parade 🔹 Q3 Adj. EPS: $0.23$0.25 (vs. $0.24 est.) 🔹 Q3 GAAP EPS: $0.03$0.06 (vs. $0.04 est.) 🔹 Q3 Sales: $309.1M$314.1M (vs. $310.2M est.) 🔹 FY2026 Adj. EPS: $0.98$1.02 (widened vs. $1.00 est.) 🔹 FY2026 GAAP EPS: $0.24$0.29 (cut from $0.28$0.32 still above $0.16 est.) 🔹 FY2026 Sales: $1.262B$1.270B (raised vs. $1.257B est.) https://twitter.com/i/web/status/2016484564323971477"
X Link 2026-01-28T12:12Z [----] followers, [---] engagements
"$BKR Hydrostor And Baker Hughes Announce Strategic Technology Solutions And Equity Agreement Supporting Advanced Compressed Air Energy Storage And Up To [---] GW Equipment Orders"
X Link 2026-01-28T12:12Z [----] followers, [---] engagements
"📊 GE Vernova $GEV Q4 Earnings ❌ Earnings Miss Adj. EPS: $2.79 YoY: 61.27% (from $1.73) ✅ Revenue Beat Sales: $10.956B YoY: 3.76% (from $10.559B) Outlook Update FY2026 Sales: $44.0B$45.0B (raised from $41.0B$42.0B) FY2028 Sales Target: $56.0B"
X Link 2026-01-28T12:18Z [----] followers, [---] engagements
"$SMG Scotts Miracle-Gro reportedly gets a deal to sell its cannabis-supply unit"
X Link 2026-01-28T12:20Z [----] followers, [---] engagements
"📊 Scotts Miracle-Gro $SMG Q1 Earnings ✅ Earnings Beat Adj. EPS: $(0.77) YoY: 13.48% (from $(0.89)) ❌ Revenue Miss Sales: $354.4M YoY: 14.97% (from $416.8M) FY2026 Outlook Adj. EPS: $4.15$4.35 (vs. $4.29 est.)"
X Link 2026-01-28T12:20Z [----] followers, [---] engagements
"$PONY Reported Earlier Pony_ai Announces Strategic Partnership With ATBB To Expand Robotaxi Commercialization Through Asset-Light Scaling Model"
X Link 2026-01-28T12:29Z [----] followers, [---] engagements
"$BIIB Biogen announced that the US FDA has granted Breakthrough Therapy Designation for litifilimab for the treatment of cutaneous lupus erythematosus"
X Link 2026-01-28T12:32Z [----] followers, [---] engagements
"$ARCO Arcos Dorados Expects To Open [---] To [---] Restaurants Across Its Operating Footprint In 2026"
X Link 2026-01-28T12:43Z [----] followers, [---] engagements
"BEAMR SHOWCASES VIDEO QUALITY TECH $BMR will present its human-perception video validation framework at Mile High Video [----]. 🔹 Event runs Feb [--] in Denver 🔹 Focus on verifying quality of compressed and AI-enhanced video 🔹 Framework measures how humans actually perceive video quality 🔹 Highlights Beamrs role in video optimization tech https://twitter.com/i/web/status/2016494934321148304 https://twitter.com/i/web/status/2016494934321148304"
X Link 2026-01-28T12:53Z [----] followers, [---] engagements
"AGNICO EAGLE TRIMS NON-CORE ASSET $AEM agreed to sell its remaining 55% stake in Gunnarn Mining to Goldsky. 🔹 Deal valued at $20M cash plus equity and royalty 🔹 Includes Goldsky shares and a 2% NSR on Barsele 🔹 Closing expected by June [--] [----] 🔹 Part of portfolio optimization strategy 🔹 Retains upside exposure without direct ownership https://twitter.com/i/web/status/2016495106577084480 https://twitter.com/i/web/status/2016495106577084480"
X Link 2026-01-28T12:54Z [----] followers, [---] engagements
"📊 Amphenol $APH Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.97 YoY: 76.36% (from $0.55) ✅ Revenue Beat Sales: $6.439B YoY: 49.12% (from $4.318B)"
X Link 2026-01-28T13:01Z [----] followers, [---] engagements
"📈 UPGRADES 🔹 $AMAT Outperform at Mizuho 🔹 $CRCL Neutral at Mizuho 🔹 $EFR Neutral at Roth 🔹 $JNJ Overweight at Morgan Stanley 🔹 $KKR Buy at HSBC; PT $144 🔹 $KRRO Outperform at Oppenheimer; PT $22 🔹 $KRRO Overweight at Cantor 🔹 $MCHP Buy at BofA; PT $95 🔹 $NXT Overweight at KeyBanc; PT $142 🔹 $TXN Neutral at BofA; PT $235 🔹 $V Buy at Redburn; PT $385 https://twitter.com/i/web/status/2016497657997377985 https://twitter.com/i/web/status/2016497657997377985"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements
"📉 DOWNGRADES 🔹 $ARRY Neutral at Baird; PT $11 🔹 $BJ Hold at Jefferies; PT $90 🔹 $BRO Neutral at Citi; PT $83 🔹 $CCBG Market Perform at KBW; PT $45 🔹 $MLM Hold at Loop Capital; PT $690 🔹 $NUE Neutral at UBS; PT $183 🔹 $PYPL Sell at Redburn; PT $50 🔹 $PRAA Market Perform at Citizens 🔹 $ROP Hold at Stifel; PT $385 🔹 $ROP Market Perform at Oppenheimer 🔹 $WAL Neutral at JPMorgan; PT $105 https://twitter.com/i/web/status/2016497687516811532 https://twitter.com/i/web/status/2016497687516811532"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements
"INITIATIONS 🔹 $AARD Buy at B Riley; PT $32 🔹 $ALT Overweight at Barclays; PT $20 🔹 $APLS Equal-Weight at Barclays; PT $24 🔹 $ASND Overweight at Barclays; PT $342 🔹 $BE Equal-Weight at Barclays; PT $153 🔹 $BBIO Overweight at Barclays; PT $157 🔹 $COIN Neutral at Baird; PT $240 🔹 $CBIO Overweight at Piper Sandler 🔹 $AXL Buy at BWS Financial; PT $17 🔹 $TRDA Outperform at Oppenheimer; PT $21 🔹 $FORM Hold at Freedom Capital; PT $64 🔹 $FUTU Outperform at CCB Intl; PT $250 🔹 $GEV Buy at China Renaissance; PT $966 🔹 $GOSS Overweight at Barclays; PT $9 🔹 $HTFL Overweight at Wells Fargo;"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements
"$DHR Danaher CEO says there's modest recovery in pharmaceutical especially in Europe; academic and research demand is fairly muted in USA and China though generally stable"
X Link 2026-01-28T13:31Z [----] followers, [---] engagements
"📊 Badger Meter $BMI Q4 Earnings ❌ Earnings Miss Adj. EPS: $1.14 YoY: 9.62% (from $1.04) ❌ Revenue Miss Sales: $220.706M YoY: 7.57% (from $205.182M)"
X Link 2026-01-28T13:31Z [----] followers, [---] engagements
"WESTINGHOUSE TETRA TECH TEAM UP IN ONTARIO $WAB and $TTEK signed an MoU to collaborate on deploying AP1000 and AP300 nuclear reactors in Ontario. 🔹 Framework to develop large and small reactor projects 🔹 Focus on AP1000 and AP300 designs 🔹 $TTEK brings engineering and clean-energy expertise 🔹 Aims to boost domestic nuclear build capability 🔹 Positions Westinghouse tech for Canadas clean-energy push https://twitter.com/i/web/status/2016516590724923566 https://twitter.com/i/web/status/2016516590724923566"
X Link 2026-01-28T14:19Z [----] followers, [---] engagements
"$TM TOYOTA RECALLS [------] MY2023-2026 TOYOTA PRIUS VEHICLES IN US"
X Link 2026-01-28T17:31Z [----] followers, [---] engagements
"Blackstone Weighs Debt Investment in Oracles Michigan Data-Center Project $BX $ORCL Blackstone Inc. is considering adding a debt investment to its planned equity commitment for Oracle Corp.s data-center project in Saline Township Michigan according to people familiar with the matter. Bank of America Corp. is leading efforts to raise about $14 billion in debt financing. The project has faced increased scrutiny after Oracle confirmed Blue Owl Capital Inc. would not provide equity while Oracles shares have fallen and credit default swap costs have risen. Oracle Bank of America and developer"
X Link 2026-01-28T17:59Z [----] followers, [---] engagements
"$STUB Shares Trading Higher Ticketmaster Faces FTC Lawsuit On Ticket Pricing Currently Testifying At U.S. Senate Hearing"
X Link 2026-01-28T19:25Z [----] followers, [---] engagements
"$ALKT Alkami is said to tap adviser to explore sale"
X Link 2026-01-28T20:32Z [----] followers, [---] engagements
"📊 Raymond James Financial $RJF Q1 Earnings ❌ Earnings Miss Adj. EPS: $2.86 (vs. $2.88 est.) YoY: 2.39% (from $2.93) ❌ Revenue Miss Sales: $3.735B (vs. $3.920B est.) YoY: 5.60% (from $3.537B)"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements
"📊 Hawkins $HWKN Q3 Earnings ❌ Earnings Miss Adj. EPS: $0.69 (vs. $0.74 est.) YoY: 4.17% (from $0.72) ❌ Revenue Miss Sales: $244.080M (vs. $252.511M est.) YoY: 7.90% (from $226.205M)"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements
"📊 Deluxe $DLX Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 14.29% (from $0.84) ✅ Revenue Beat Sales: $535.3M YoY: 2.84% (from $520.5M)"
X Link 2026-01-28T21:22Z [----] followers, [---] engagements
"AMERICAN TOWER FLAGS DISH DEFAULT $AMT says DISH skipped payments but [----] stays intact 🔹 DISH Wireless in default under [----] Strategic Collocation Agreement 🔹 Missed payment obligations triggered the breach 🔹 $AMT filed for declaratory judgment to enforce the contract 🔹 Management says no impact to [----] financial results 🔹 Stock barely moved because this was already mentally priced in https://twitter.com/i/web/status/2016631422144930277 https://twitter.com/i/web/status/2016631422144930277"
X Link 2026-01-28T21:56Z [----] followers, [---] engagements
"BIT DIGITAL LOCKS UP WHITEFIBER STAKE $BTBT tells the market the shares stay put 🔹 Reaffirmed WhiteFiber as a core long-term strategic holding 🔹 Will not sell 27M $WYFI shares after lockup expires in Feb [----] 🔹 No secondary offerings or discretionary sales planned in [----] 🔹 Limited hedging or treasury activity possible not monetization 🔹 Stock ticked up as dilution fears quietly left the room https://twitter.com/i/web/status/2016636061380911118 https://twitter.com/i/web/status/2016636061380911118"
X Link 2026-01-28T22:14Z [----] followers, [---] engagements
"📊 $PH Q2 EARNINGS ✅ Earnings Beat Adj. EPS: $7.65 YoY: 17.15% (from $6.53) ✅ Revenue Beat Sales: $5.174B YoY: 9.09% (from $4.74B) 🔹 FY2026 Adj. EPS Guidance Raised: $30.40$31.00 vs $30.33 est (prior $29.60$30.40) 🔹 FY2026 GAAP EPS Guidance Raised: $26.26$26.86 vs $26.46 est (prior $25.53$26.33) 🔹 FY2026 Sales Guidance Raised: $20.942B$21.339B vs $21.106B est (prior $20.644B$21.239B) https://twitter.com/i/web/status/2016868673663750514 https://twitter.com/i/web/status/2016868673663750514"
X Link 2026-01-29T13:38Z [----] followers, [---] engagements
"📊 $NDAQ Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $0.96 YoY: 26.32% (from $0.76) ✅ Revenue Beat Sales: $1.392B YoY: 13.45% (from $1.227B) 🔹 [----] Non-GAAP OpEx Guidance Initiated: $2.455B$2.535B 🔹 [----] Non-GAAP Tax Rate Outlook: 22.5%24.5%"
X Link 2026-01-29T13:41Z [----] followers, [---] engagements
"📊 $RCL Q4 EARNINGS 🔹 Earnings Inline Adj. EPS: $2.80 YoY: 71.78% (from $1.63) ❌ Revenue Miss Sales: $4.259B YoY: 13.24% (from $3.761B) 🔹 Q1 Adj. EPS Outlook: $3.18$3.28 vs $2.92 est 🔹 FY2026 Adj. EPS Outlook: $17.70$18.10 vs $17.66 est"
X Link 2026-01-29T13:46Z [----] followers, [---] engagements
"📊 $TMO Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $6.57 vs $6.45 est YoY: 7.7% (from $6.10) ✅ Revenue Beat Sales: $12.215B vs $11.950B est YoY: 7.2% (from $11.395B)"
X Link 2026-01-29T13:51Z [----] followers, [---] engagements
"$HON Q4 EARNINGS ✅ Earnings Beat Adj. EPS: $2.59 vs $2.54 est YoY: 16.7% (from $2.22) ❌ Revenue Miss Sales: $9.758B vs $9.854B est YoY: 6.4% (from $9.169B) 🔹 FY2026 Adj. EPS Guide: $10.35$10.65 vs $10.38 est 🔹 FY2026 GAAP EPS Guide: $9.59$9.89 vs $9.83 est 🔹 FY2026 Sales Guide: $38.8B$39.8B vs $39.62B est 🔹 Q1 Adj. EPS Guide: $2.25$2.35 vs $2.34 est 🔹 Q1 GAAP EPS Guide: $2.05$2.15 vs $2.21 est 🔹 Q1 Sales Guide: $9.1B$9.4B vs $9.29B est https://twitter.com/i/web/status/2016871968490868750 https://twitter.com/i/web/status/2016871968490868750"
X Link 2026-01-29T13:52Z [----] followers, [---] engagements
"📈 UPGRADES 🔹 $TBBB Overweight at Morgan Stanley; PT $46 🔹 $BRO Market Perform at KBW; PT $73 🔹 $COR Overweight at Morgan Stanley; PT $400 🔹 $FTNT Buy at Rosenblatt; PT $100 🔹 $GM Buy at DZ Bank; PT $98 🔹 $KRRO Buy at HC Wainwright; PT $20 - $KRRO Buy at Chardan; PT $15 - $KRRO Overweight at Piper Sandler; PT $30 🔹 $LRCX Buy at Summit Insights 🔹 $LFUS Buy at Benchmark; PT $360 🔹 $NVR Neutral at Zelman; PT $7675 🔹 $HCC Buy at UBS; PT $108 🔹 $WERN Neutral at Baird; PT $34 🔹 $ZG Equal Weight at Barclays; PT $72 https://twitter.com/i/web/status/2016873608740561109"
X Link 2026-01-29T13:58Z [----] followers, [---] engagements
"US-LISTED SHARES OF COPPER MINERS RISE PREMARKET AFTER COPPER PRICES HIT RECORD HIGH BHP UP 4.1% AND RIO TINTO UP 3.3% FREEPORT-MCMORAN UP 7.4% SOUTHERN COPPER UP 7.7% AND TECK RESOURCES UP 5.2%"
X Link 2026-01-29T14:00Z [----] followers, [---] engagements
"IMG SIGNS WOOD CHIP SUPPLY DEAL $IMG up modestly after subsidiary Zhimeng inked a $2.6M sales agreement with Yuncheng Trading. 🔹 15K bone-dry metric tons of wood chips 🔹 Contract value approx. $2.59M 🔹 Delivery expected by Feb [--] [----] 🔹 Supports raw material supply stability https://twitter.com/i/web/status/2016880486241415420 https://twitter.com/i/web/status/2016880486241415420"
X Link 2026-01-29T14:25Z [----] followers, [---] engagements
"$AAL AMERICAN AIRLINES PLANS TO RESUME DAILY SERVICE TO VENEZUELA PENDING U.S. GOVERNMENT APPROVAL AND SUBJECT TO SECURITY ASSESSMENTS -- AIRLINE"
X Link 2026-01-29T17:01Z [----] followers, [---] engagements
"$NU GETS U.S. BANK GREEN LIGHT $NU clears a major regulatory hurdle as it pushes deeper into the U.S. financial system. 🔹 Receives OCC conditional approval for national bank charter 🔹 Plans to form Nubank N.A. as a de novo bank 🔹 Opens door to deposits cards lending crypto custody 🔹 Brings federal oversight and broader product reach 🔹 Long-term U.S. expansion box officially checked https://twitter.com/i/web/status/2016952640849002917 https://twitter.com/i/web/status/2016952640849002917"
X Link 2026-01-29T19:12Z [----] followers, [---] engagements
"📊 NewtekOne $NEWT Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: 5.8% (from $0.69) ❌ Revenue Miss Sales: $73.333M YoY: 2.70% (from $75.366M)"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements
"📊 Hartford Financial $HIG Q4 Earnings ✅ Earnings Beat Adj. EPS: $4.06 YoY: 38.1% (from $2.94) ✅ Revenue Beat Sales: $7.339B YoY: 6.69% (from $6.879B)"
X Link 2026-01-29T21:07Z [----] followers, [---] engagements
"📊 Olin $OLN Q4 Earnings ❌ Earnings Miss Adj. EPS: $(0.75) YoY: 933.33% (from $0.09) ✅ Revenue Beat Sales: $1.665B YoY: 0.36% (from $1.671B)"
X Link 2026-01-29T21:08Z [----] followers, [---] engagements
"📊 Schneider National $SNDR Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.13 YoY: 35% (from $0.20) ❌ Revenue Miss Sales: $1.400B YoY: 4.56% (from $1.339B)"
X Link 2026-01-29T21:11Z [----] followers, [---] engagements
"📊 Avidbank Holdings $AVBH Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.65 YoY: N/A ✅ Revenue Beat Sales: $26.780M YoY: N/A"
X Link 2026-01-29T21:11Z [----] followers, [---] engagements
"📊 PCB Bancorp $PCB Q4 Earnings ✅ Earnings Beat EPS: $0.64 YoY: 39.13% (from $0.46) ❌ Revenue Miss Sales: $29.172M YoY: 11.31% (from $26.207M)"
X Link 2026-01-29T21:14Z [----] followers, [---] engagements
"📊 Eastman Chemical $EMN Q4 Earnings ✅ Earnings Beat Adj. EPS: $0.75 YoY: 59.89% (from $1.87) ❌ Revenue Miss Sales: $1.973B YoY: 12.12% (from $2.245B)"
X Link 2026-01-29T21:16Z [----] followers, [---] engagements
"📊 Seacoast Banking $SBCF Q4 Earnings ❌ Earnings Miss Adj. EPS: $0.44 YoY: 8.33% (from $0.48) ✅ Revenue Beat Sales: $203.258M YoY: 52.97% (from $132.872M)"
X Link 2026-01-29T21:19Z [----] followers, [---] engagements
"📊 Invesco Mortgage Capital $IVR Q4 Earnings 🔹 Earnings Inline Adj. EPS: $0.56 YoY: 5.66% (from $0.53) ❌ Revenue Miss Sales: $47.654M YoY: 3.60% (from $46.000M)"
X Link 2026-01-29T21:20Z [----] followers, [---] engagements
"📊 Arthur J. Gallagher $AJG Q4 Earnings ✅ Earnings Beat Adj. EPS: $2.38 YoY: 10.19% (from $2.16) ✅ Revenue Beat Sales: $3.628B YoY: 33.58% (from $2.716B)"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements
"📊 Beazer Homes USA $BZH Q1 Earnings ❌ Earnings Miss EPS: $(1.13) YoY: 1230% (from $0.10) ❌ Revenue Miss Sales: $363.491M YoY: 22.49% (from $468.953M)"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements
"📊 PennyMac Mortgage $PMT Q4 Earnings ✅ Earnings Beat EPS: $0.48 YoY: 17.07% (from $0.41) ❌ Revenue Miss Sales: $93.563M YoY: 13.31% (from $107.927M)"
X Link 2026-01-29T21:21Z [----] followers, [---] engagements
"📊 Weyerhaeuser $WY Q4 Earnings ✅ Earnings Beat Adj. EPS: $(0.09) YoY: 181.82% (from $0.11) ✅ Revenue Beat Sales: $1.717B YoY: 0.53% (from $1.708B)"
X Link 2026-01-29T21:22Z [----] followers, [---] engagements
"📊 DXC Technology $DXC Q3 Earnings ✅ Earnings Beat Adj. EPS: $0.96 YoY: 4.35% (from $0.92) ✅ Revenue Beat Sales: $3.194B YoY: 0.96% (from $3.225B) 🔹 FY2026 Guidance (Narrowed) Adj. EPS: $3.15 (prior $2.85$3.35; vs $3.13 est) Sales: $12.690B (prior $12.670B$12.810B; vs $12.690B est) 🔹 Q4 Outlook Adj. EPS: $0.65$0.75 (vs $0.80 est) Sales: $3.160B$3.190B (vs $3.185B est) https://twitter.com/i/web/status/2016986354027245891 https://twitter.com/i/web/status/2016986354027245891"
X Link 2026-01-29T21:26Z [----] followers, [---] engagements
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