#  @CaseyVSilver Casey | Market Prep • Trade Tracs Casey | Market Prep • Trade Tracs posts on X about strong, ai, stocks, market the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::469435845/interactions)  - [--] Week [------] +3.90% - [--] Month [------] +58% ### Mentions: [--] [#](/creator/twitter::469435845/posts_active)  - [--] Week [---] -45% - [--] Month [---] +40% ### Followers: [---] [#](/creator/twitter::469435845/followers)  - [--] Week [---] +3.10% - [--] Month [---] +17% ### CreatorRank: [---------] [#](/creator/twitter::469435845/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 66.31% [finance](/list/finance) 47.59% [technology brands](/list/technology-brands) 19.79% [cryptocurrencies](/list/cryptocurrencies) 9.63% [countries](/list/countries) 7.49% [financial services](/list/financial-services) #1823 [exchanges](/list/exchanges) 2.67% [automotive brands](/list/automotive-brands) 2.14% [currencies](/list/currencies) 1.07% [social networks](/list/social-networks) 0.53% **Social topic influence** [strong](/topic/strong) 19.79%, [ai](/topic/ai) 18.18%, [stocks](/topic/stocks) #4797, [market](/topic/market) #2842, [$spy](/topic/$spy) #551, [ceo](/topic/ceo) 6.95%, [$qqq](/topic/$qqq) #355, [growth](/topic/growth) #1363, [crypto](/topic/crypto) 4.81%, [$vrt](/topic/$vrt) #129 **Top accounts mentioned or mentioned by** [@crismo999](/creator/undefined) [@1769alex](/creator/undefined) [@stonkvalue](/creator/undefined) [@venu7](/creator/undefined) [@remotenavigator](/creator/undefined) [@equitydd](/creator/undefined) [@tradetracs](/creator/undefined) [@chartsjavi](/creator/undefined) [@johnscharts](/creator/undefined) [@deepvue](/creator/undefined) [@patrickwalker56](/creator/undefined) [@fundmyfund](/creator/undefined) [@jspittrades](/creator/undefined) [@spluscollective](/creator/undefined) [@venu_7_](/creator/undefined) [@professorr__](/creator/undefined) [@1769_alex](/creator/undefined) **Top assets mentioned** [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Bitcoin (BTC)](/topic/bitcoin) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Jazz Pharmaceuticals, Inc. (JAZZ)](/topic/$jazz) [AppLovin Corporation (APP)](/topic/applovin) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bloom Energy Corporation (BE)](/topic/$be) [Hims & Hers Health, Inc. (HIMS)](/topic/hims-hers) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Sandisk Corporation (SNDK)](/topic/$sndk) [Nurix Therapeutics, Inc. (NRIX)](/topic/$nrix) [Arista Networks Inc (ANET)](/topic/$anet) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Goldman Sachs (GS)](/topic/goldman-sachs) [Shopify Inc (SHOP)](/topic/$shop) [Salesforce Inc (CRM)](/topic/$crm) [Spotify Technology (SPOT)](/topic/$spot) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Fastly, Inc. (FSLY)](/topic/$fsly) [Western Digital Corp (WDC)](/topic/$wdc) [Cadre Holdings Inc. (CDRE)](/topic/$cdre) [Tri Pointe Homes, Inc. (TPH)](/topic/$tph) [Southwest Airlines Co (LUV)](/topic/$luv) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Decentral Games (DG)](/topic/$dg) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [DisChain (DIS)](/topic/$dis) ### Top Social Posts Top posts by engagements in the last [--] hours "These consumer staples stocks crushed it last month real winners in a tough market: 🚀 Bunge Global SA ( $BG ): 27.85% 🔥 Celsius Holdings ( $CELH ): 19.63% 💪 Archer-Daniels-Midland ( $ADM ): 16.34% 🥂 Constellation Brands ( $STZ ): 15.88% 🧼 The Clorox Company ( $CLX ): 14.55% 🛒 Costco Wholesale ( $COST ): 11.94% 🚭 Altria Group ( $MO ): 9.34% 🚬 Philip Morris International ( $PM ): 9.13% 🛍 Dollar General ( $DG ): 9.06% 🍗 Tyson Foods ( $TSN ): 8.83% If you missed these moves now's the time to study what drove their gains. Are you watching the same patterns Drop your thoughts below" [X Link](https://x.com/CaseyVSilver/status/2016244779739459789) 2026-01-27T20:19Z [---] followers, [---] engagements "Vertiv leaps on bullish [----] outlook 🚀 Shares jump 18% premarket after beating quarterly estimates and raising full-year guidance. Revenue hit $2.88B up 23% and adjusted EPS rose to $1.36above estimates. Net income soared to $445.6M operating profit up 27% and free cash flow hit $910Mup 151%. Order book exploded 252% backlog now exceeds $15Bmore than double last year. Strong demand from hyperscale and AI-driven data centers fuels this growth. Vertiv's CEO: "Our Q4 shows our leadership in a complex market." Looking ahead [----] guidance exceeds expectations: Revenue of $13.25B$13.75B EPS of" [X Link](https://x.com/CaseyVSilver/status/2021650325925454057) 2026-02-11T18:19Z [---] followers, [---] engagements "Big deal flow this week: Schroders QXO Valaris and more 🚀 Here's a quick rundown of major sector moves: 🏡 Tri Pointe Homes (TPH) soared 27% premarket after Sumitomo Forestry (SMFRF) agreed to acquire it for $4.5B Japan's push into US housing gains momentum. Schroders (SHNWF) accepted a 9.9B ($13.5B) buyout from Nuveen ending [---] years of family ownership big shift in asset management. 🛠 Great Lakes Dredge & Dock (GLDD) 4.6% premarket on news Saltchuk Resources will acquire for $1.5B strategic consolidation in infrastructure. 🏗 QXO plans to buy Kodiak Building Partners for $2.25B with a" [X Link](https://x.com/CaseyVSilver/status/2022781767590064137) 2026-02-14T21:15Z [---] followers, [--] engagements "$TARS broke out today 🚀 Watched this move and it paid off. Are you sticking to your plan or chasing Share your next play" [X Link](https://x.com/CaseyVSilver/status/1992082925068619909) 2025-11-22T04:09Z [---] followers, [--] engagements "$GL - Financial sector is heating up and the insurance theme has been strong for the last few weeks. Currently coming into a daily base and I would look to enter on a break and hold" [X Link](https://x.com/CaseyVSilver/status/1999909262735073645) 2025-12-13T18:28Z [---] followers, [---] engagements "$BBNX is a stock I am watching closely. - Strong sector and theme - Tight price action - Contracting volume - Daily chart flag - Entry at the break of the base #Themes #Healthcare #Stocks #Trading" [X Link](https://x.com/CaseyVSilver/status/2006354636475687084) 2025-12-31T13:19Z [---] followers, [---] engagements "For tomorrow the best looking sector charts are $XLK - Tech $XLC - Communications Both sectors are filled with market leaders and have been showing strong relative strength. What sectors are you watching" [X Link](https://x.com/CaseyVSilver/status/2011278723102691803) 2026-01-14T03:26Z [---] followers, [---] engagements "🚀Most Net Relative Weight by Funds $INCY $SNDK $GDDY $EXPE $SPY $QQQ $VOO $IWM $LUV $MTCH" [X Link](https://x.com/CaseyVSilver/status/2013064366459928907) 2026-01-19T01:42Z [---] followers, [---] engagements "$JAZZ 🔥Health Care is a leading sector 🔥Respecting support 🔥Tight price action under resistance" [X Link](https://x.com/CaseyVSilver/status/2013294012711514203) 2026-01-19T16:54Z [---] followers, [--] engagements "🔥Today's Hot List🔥 $GLSI - FDA Approval $CRML - new term sheet $ADTN - Prelim Q4 Revenue $ASTS - Launching 45-60 Satellites in 2026" [X Link](https://x.com/CaseyVSilver/status/2014329881958441246) 2026-01-22T13:30Z [---] followers, [---] engagements "🚀Today's Top Stocks🚀 $NRIX - Tight price action $JAZZ - Strong relative strength $VRT - Daily chart inverse head and shoulders With the market coming into highs I am waiting to see if we reject at this level before making any moves. $SPY $QQQ" [X Link](https://x.com/CaseyVSilver/status/2016145762984350134) 2026-01-27T13:46Z [---] followers, [---] engagements "Big moves ahead for Marvell and Broadcom 🚀 BNP Paribas highlights these companies could thrive with Microsoft's new Maia AI chip. While Marvell likely won't supply the Maia [---] itselfGlobal Unichip may handle thatboth firms stand to benefit as Ethernet IC suppliers. Other winners Copper backplanes optical transceivers Arista Networks Credo and Astera Labs especially if active electrical cables are involved. Maia 200's design favors small-scale clusters connecting via CPU head nodes and Ethernet switchesoptimized for AI inference workloads. Deployment kicks off in late [----] with momentum" [X Link](https://x.com/CaseyVSilver/status/2016195193511297203) 2026-01-27T17:02Z [---] followers, [---] engagements "🚨Earnings Tomorrow🚨 🌇Before Market Opens: $SBUX $TXT $PGR $MSCI $DHR $ELV $DG $T 🌆After Market Closes: $NOW $LUV $CHRW $IBM $LRCX $TSLA $CP $META $MSFT" [X Link](https://x.com/CaseyVSilver/status/2016267982994026784) 2026-01-27T21:52Z [---] followers, [---] engagements "🚀Today's Top Stocks🚀 $NRIX $JAZZ $VRT $CIFR $GSAT $CIEN $ONDS $HUT 🚨Reminder: that with earnings season in effect it's important to check when potential positions are reporting earnings" [X Link](https://x.com/CaseyVSilver/status/2016505932998382049) 2026-01-28T13:37Z [---] followers, [---] engagements "Amphenol jumps to a record quarteryet shares drop over 11% premarket. Strong earnings ($0.97 vs. $0.94 expected) and revenue ($6.44B) didn't satisfy investors. With a 140% run in the past year and a target hike to $185 expectations were high. This shows: great results don't guarantee market approval. CEO Norwitt calls it "the best quarter ever" driven by organic growth and acquisitions. But valuations are stretchedSeeking Alpha calls it a 'Hold.' Don't get caught up in hypefocus on the real story. Follow for more market insights. $APH #Earnings" [X Link](https://x.com/CaseyVSilver/status/2016510438414950689) 2026-01-28T13:55Z [---] followers, [--] engagements "🚀 Novo Nordisk's Wegovy pill surpasses 16K U.S. prescriptions in just two weeks outpacing Lilly's growth in the weight loss race. After two years of decline NVO is making a strong comeback up 16% this year while Lilly slips 4%. The secret First-mover advantage with the new oral Wegovy approved in December now hitting the market. Latest data shows 26K prescriptions in one week signaling a powerful start. Watch this space: NVO is turning heads and gaining ground fast. Are you paying attention This momentum could reshape the obesity drug market don't miss out. $LLY $NVO #Wegovy #GLP-1" [X Link](https://x.com/CaseyVSilver/status/2017258679293124812) 2026-01-30T15:28Z [---] followers, [---] engagements "Consumer Staples Stocks: January Declines As January closes and earnings season begins the following $10B stocks saw the biggest drops: - McCormick (MKC): -11.31% - Dollar Tree (DLTR) & General Mills (GIS): -5% - Keurig Dr Pepper (KDP) & Kraft Heinz (KHC): notable declines Ratings range from Sell (MKC) to Strong Buy (DLTR). Are these dips temporary or signaling a broader trend Share your insights. $MKC $DLTR $GIS $KDP $KHC https://twitter.com/i/web/status/2017598521159872551 https://twitter.com/i/web/status/2017598521159872551" [X Link](https://x.com/CaseyVSilver/status/2017598521159872551) 2026-01-31T13:59Z [---] followers, [--] engagements "📈Earnings Monday📈 $DIS $IDXX $SPG $PLTR $NXPI" [X Link](https://x.com/CaseyVSilver/status/2017632822643536271) 2026-01-31T16:15Z [---] followers, [---] engagements "🚨 This Week's Notable Analyst Calls 🚨 J&J Applied Materials Pinterest top picks and big moves The S&P [---] closed red on Friday after earnings from Apple Microsoft and Meta. Nasdaq gained 0.4% Dow dropped 0.7%. Wall Street's shifting gears with key upgrades and downgrades: 🔹 Morgan Stanley bumps J&J to Overweight sees 12% EPS CAGR through [----] with a new PT of $262 (up from $200). J&J trades at a 3x discount to the S&P. 🔹 Applied Materials gets upgraded to Outperform benefiting from rising WFE spending; PT jumps to $370. Global AI demand and chip manufacturing boost outlook. 🔹 HSBC" [X Link](https://x.com/CaseyVSilver/status/2017995142280441877) 2026-02-01T16:15Z [---] followers, [---] engagements "🚀Top Stock - $RTX 🚀 Aerospace / Defense Theme Earnings [--] days out Tight price action Entry on break of resistance" [X Link](https://x.com/CaseyVSilver/status/2018038804930535860) 2026-02-01T19:08Z [---] followers, [---] engagements "🚀Top Stock - $AIR 🚀 Aerospace / Defense Theme Earnings [--] days out Tight price action Entry on break of resistance" [X Link](https://x.com/CaseyVSilver/status/2018038836215837049) 2026-02-01T19:08Z [---] followers, [---] engagements "🚀Top Stock - $OSS 🚀 Computer Hardware / Storage Themes Earnings [--] days out Respecting EMAs Entry on break of downtrend" [X Link](https://x.com/CaseyVSilver/status/2018038867660570859) 2026-02-01T19:08Z [---] followers, [---] engagements "🚀 Top Stock - $PL 🚀 Space Theme Earnings [--] days out Holding support Entry on break of resistance" [X Link](https://x.com/CaseyVSilver/status/2018039303817802052) 2026-02-01T19:10Z [---] followers, [----] engagements "Big earnings before Monday's open 🚨 Watch out for these key reports: 🎬 Disney ( $DIS ) 🥩 Tyson Foods ( $TSN ) 🔌 Aptiv ( $APTV ) 💊 IDEXX Labs ( $IDXX ) Other earnings slated for release before Monday's open include: $HESM $ISNPY $NSSC $RVTY $TWST Early moves often set the tone for the week. Stay alert trade smart. Are you ready for Monday's market action Follow for more insights. #Earnings #StockMarket https://twitter.com/i/web/status/2018123885267255454 https://twitter.com/i/web/status/2018123885267255454" [X Link](https://x.com/CaseyVSilver/status/2018123885267255454) 2026-02-02T00:46Z [---] followers, [---] engagements "🔥Today's Hot List🔥 $VHUB - executive news $ORCL - AI infrastructure buildout $CRML - Austrian Gov License $USAR - Insider buying + US Gov support $UAMY - US Gov support" [X Link](https://x.com/CaseyVSilver/status/2018314619110998311) 2026-02-02T13:24Z [---] followers, [---] engagements "Looking for cheap high-flyer consumer staples stocks with strong momentum Here's a quick rundown: - The Andersons (ANDE): Momentum A Valuation B - Herbalife (HLF): Momentum A Valuation A - Archer-Daniels-Midland (ADM): Momentum A- Valuation B- - TreeHouse Foods (THS): Momentum A- Valuation B - Tyson Foods (TSN): Momentum A- Valuation B- - United Natural Foods (UNFI): Momentum A- Valuation A - Altria Group (MO): Momentum B Valuation A- - The Beauty Health Co. (SKIN): Momentum B Valuation B- - Spectrum Brands (SPB): Momentum B Valuation B - Universal Corp. (UVV): Momentum B Valuation A Solid" [X Link](https://x.com/CaseyVSilver/status/2018399611484791139) 2026-02-02T19:02Z [---] followers, [---] engagements "Looking for cheap healthcare stocks with high momentum These high-flyers are worth a closer look: Climb Bio ( $CLYM ) Fortrea Holdings ( $FTRE ) GRAIL ( $GRAL ) Century Therapeutics ( $IPSC ) Ironwood Pharmaceuticals ( $IRWD ) PepGen ( $PEPG ) ALX Oncology ( $ALXO ) Coherus Oncology ( $CHRS ) Contineum Therapeutics ( $CTNM ) Ekso Bionics ( $EKSO ) High momentum and attractive valuationsthese could be your next move. Stay sharp do your research and seize the opportunity https://twitter.com/i/web/status/2018427348639535466 https://twitter.com/i/web/status/2018427348639535466" [X Link](https://x.com/CaseyVSilver/status/2018427348639535466) 2026-02-02T20:52Z [---] followers, [---] engagements "🚀 Top [--] Things to Watch on Tuesday Palantir (PLTR) soared 7% after-hours on MondayQ4 earnings and guidance beat Wall Street. Don't sleep on it; this could be one of Tuesday's biggest movers. Other key reports include AMDwhich closed in the greenplus Merck (MRK) Amgen (AMGN) and Pfizer (PFE). Meanwhile tariffs remain a wild card. Trump threatens to decertify Canadian aircraft and slap a 50% tariff until Gulfstream jets are certified. He also plans to cut Indian import tariffs from 25% to 18% boosting retail stocks tied to India. Stay alertthese headlines could shake the markets. Follow for" [X Link](https://x.com/CaseyVSilver/status/2018504838464536753) 2026-02-03T02:00Z [---] followers, [--] engagements "Looking for high-growth tech stocks trading at attractive valuations These are your sleeper picks: ✔ Comtech Telecommunications (CMTL) ✔ CPS Technologies (CPSH) ✔ Hut [--] (HUT) ✔ Micron Technology (MU) ✔ Vistance Networks (VISN) ✔ Viasat (VSAT) ✔ Kimball Electronics (KE) ✔ Netlist (NLST) ✔ ON24 (ONTF) ✔ Photronics (PLAB) These stocks combine strong momentum with reasonable valuationsperfect for the aggressive investor. Ready to dig deeper Let's identify the next big move. Reach out or comment below $CMTL $CPSH $HUT $MU $VISN $VSAT $KE $NLST $ONTF $PLAB" [X Link](https://x.com/CaseyVSilver/status/2018690666495140097) 2026-02-03T14:18Z [---] followers, [---] engagements "PayPal drops 16% premarket after disappointing Q4 earnings weak guidance and CEO exit 🔥 Revenue was $8.68B vs. $8.79B expected. EPS at $1.23 missed $1.29. Payment volume hit $475B but active users stayed flat at 439M. Transaction growth slowed to 2% with engagement waningtransactions per account down 5%. Expenses rose cash flow underwhelmed. CEO Alex Chriss is out; Enrique Lores from HP steps in March [--] to steer the ship. Guidance for [----] is bleaklow single-digit EPS growth well below estimates. The stock's decline signals growing concerns. Are you adjusting your view Now's the time to" [X Link](https://x.com/CaseyVSilver/status/2018694312679047468) 2026-02-03T14:33Z [---] followers, [--] engagements "Amgen sets a bold target: $37B$38.4B in revenue by [----] 🚀 Repatha EVENITY and TEZSPIRE are igniting growth even amid biosimilar battles and price pressures. Guidance: 💰 Revenue: $37B$38.4B 🎯 EPS: $21.60$23 🤝 Operating margin: 4546% Despite seasonal headwinds early next year they project strong growth to outweigh challenges. [----] highlights: - Non-GAAP operating margin: 46% - $6B debt retired - R&D up 22% to $7.2B - Free cash flow: $8.1B - Dividend: $2.38/share (6%) Big picture: Amgen is positioned for sustained momentum. Are they your next biotech move Follow @CaseyVSilver for more" [X Link](https://x.com/CaseyVSilver/status/2018860362754388047) 2026-02-04T01:33Z [---] followers, [--] engagements "🔥Today's Hot List🔥 $KELYB - 4Q Announcement $BNAI - Terminates Agreement $FORM - Earnings beat $SYM - Earnings beat" [X Link](https://x.com/CaseyVSilver/status/2019403524673610093) 2026-02-05T13:31Z [---] followers, [---] engagements "Bitcoin: Is Zero Really On The Table Richard Farr just set Bitcoin's price target to zero. Not for shock valuefor the math. He says BTC isn't a dollar hedge just "a speculative instrument tied to the Nasdaq." No central bank wants it especially with Michael Saylor holding so much of the float. The mining network "Bleeding cash" inefficient and wasting energy. Michael Burry (the guy who called 2008) agrees: BTC's slide could spark a brutal "death spiral." Down 40% from the peak it's losing its narrative as gold's digital cousinjust another speculative asset now heavily correlated to the S&P" [X Link](https://x.com/CaseyVSilver/status/2019582033190629771) 2026-02-06T01:20Z [---] followers, [--] engagements "Amazon is betting BIG on AI and cloud. $200B set for AWS capex through [----]. Q1 sales guidance: $173.5B to $178.5B. AWS just posted $35.6B in revenueup $2.6B from last quarter. Ad revenue $21.3B up 22% YoY. Worldwide paid units grew 12% the fastest quarterly jump in years. Amazon isn't slowing down. [--] satellite launches planned for [----]. Pumping cash into international expansion and one-hour delivery. Margins rising. Cash flow up 20% YoY to $139.5B. Even after $2.4B in special charges the growth story is loud and clear. Amazon is playing for the long game and rewriting the rules again. Are" [X Link](https://x.com/CaseyVSilver/status/2019582393573634445) 2026-02-06T01:22Z [---] followers, [--] engagements "IREN just posted a brutal Q2: Shares slid 9% after-hours as the company's pivot from bitcoin mining to AI cloud infrastructure hammered earnings. Net loss: $155M vs. $384M net income last quarter. Revenue: $185M missing estimates and down from Q1. Bitcoin mining revenue tanked to $167M from $233M. AI cloud revenue grew but it's still a small sliver. Most of the pain came from big non-cash lossesthink impaired mining gear and complex convertible notes. Leadership says demand for their AI cloud is surging. But here's the question: can IREN survive the pain of transition and come out stronger or" [X Link](https://x.com/CaseyVSilver/status/2019583772618899595) 2026-02-06T01:27Z [---] followers, [--] engagements "Massive Q4 shock for MicroStrategy: Despite higher software revenue MSTR just posted a jaw-dropping $42.93 loss per shareover double Wall Street's worst expectations. Here's what happened: - Bitcoin cratered 26% in Q4 - MicroStrategy's unrealized losses ballooned to $17.5B (up from $1.1B a year ago) - They're now holding [------] BTC at an average cost of $76Kwhile Bitcoin trades below $65K Even raising $25.3B in capital wasn't enough to offset the crypto plunge. The call's at 5pm ET. If you're holdingor watching from the sidelineswhat would you ask Michael Saylor right now Drop your toughest" [X Link](https://x.com/CaseyVSilver/status/2019584560900489360) 2026-02-06T01:30Z [---] followers, [--] engagements "Reddit just dropped a bombshell: they're projecting over 50% revenue growth for Q1 [----] and launching a $1B share buyback. CFO Andrew Vollero expects Q1 [----] revenue to hit up to $605Mup to 54% higher than last year. EBITDA margins stand strong at 36%. Stock-based comp will stay in the high teens as a % of revenue. Q4 already set the pace: $726M revenue (up 70%) advertising up 75% net income at $252M and free cash flow at $264M. ARPU jumped 42% to $5.98. U.S. revenues climbed 68%; international 78%. They're also streamlining user metrics for sharper reporting. Reddit's strategy is clear:" [X Link](https://x.com/CaseyVSilver/status/2019586626796593645) 2026-02-06T01:39Z [---] followers, [--] engagements "Atlassian is on a tear. Record-breaking $1B in cloud revenue last quarterup 26% YoY. Annual run rate smashed $6B. RPO soared 44% to $3.8Baccelerating for the third straight quarter. AI adoption and enterprise expansion are fueling the momentum. Gross margins keep climbing as management reins in AI costs. Teamwork Collection hit 1M seats in just [--] months. Leadership isn't backing down: Still targeting 20% revenue growth and 25% operating margins through FY27. Cloud migrations Still a solid mid-to-high single-digit booster for revenue. If these are Atlassian's "conservative" numbers imagine" [X Link](https://x.com/CaseyVSilver/status/2019587151805989335) 2026-02-06T01:41Z [---] followers, [--] engagements "🔥Today's Hot List🔥 $DAVE - Preliminary Q4 Revenue $RBLX - Earnings beat $NVST - Earnings beat $BE - Earnings beat $ROIV - Phase [--] results" [X Link](https://x.com/CaseyVSilver/status/2019760819144130633) 2026-02-06T13:11Z [---] followers, [--] engagements "Swing trading just hit a wall.🧱 Market volatility and wild rotations have made my usual system unreliable. So I'm shifting gearsback to day trades until the swings settle down. Here's the momentum watchlist I'm tracking right now: $LITE $UI $NVST $ROIV Adapt or get left behind. Which tickers are on your radar today https://twitter.com/i/web/status/2019763768717103434 https://twitter.com/i/web/status/2019763768717103434" [X Link](https://x.com/CaseyVSilver/status/2019763768717103434) 2026-02-06T13:23Z [---] followers, [---] engagements "🚀Today's Market Dashboard🚀 $SPY $QQQ $LITE $ROIV $UI https://casey.tradetracs.com/market-dashboard https://casey.tradetracs.com/market-dashboard" [X Link](https://x.com/CaseyVSilver/status/2019767093894263282) 2026-02-06T13:36Z [---] followers, [---] engagements "@RemoteNavigator $ONDS is getting nice volume premarket and is up over 3% I am going to watch it for an ORB entry" [X Link](https://x.com/CaseyVSilver/status/2019771351490232823) 2026-02-06T13:53Z [---] followers, [---] engagements "@equitydd $LITE and $GLW are two of my top watches today for ORB entries on the intraday charts. $LITE paticularly is getting nice volume in premarket" [X Link](https://x.com/CaseyVSilver/status/2019771725479575718) 2026-02-06T13:54Z [---] followers, [---] engagements "The Dow just smashed through [-----] for the first time ever. [---] years to hit this milestonehow long until [------] But Monday brings fresh catalysts: [--] MongoDB (MDB) reports earnings. With AI demand exploding and its consumption-based pricing model MDB's up 46% in six months. Could this be the next rocket [--] Dallas Fed Manufacturing Survey drops. Last month saw an uptickwill the recovery stick Plus watch the Survey of Consumer Expectations especially after inflation fears crept up in December. [--] Will the Dow hold [-----] More than [----] points gained in a month. Now everyone's watching: does this" [X Link](https://x.com/CaseyVSilver/status/2019967118993707462) 2026-02-07T02:51Z [---] followers, [--] engagements "Wild week ahead: Markets Crypto and Super Bowl aftershocks are brewing. ⚡🏈 Monday: Volatility is front and center. AppLovin (APP) and Bloom Energy (BE) are flashing red on options volume. Crypto names like MicroStrategy (MSTR) MARA and RIOT are in for a ride with Bitcoin down 20% YTD. Some stocks look overheated (TCGL PKST) others left for dead (PYPL GRND). Big names reporting: Apollo (APO) On Semi (ON) Loews (L). Watching IPO actionAGI Arko Petroleum and Clear Street debut while Bullish and others exit lockup. Ex-dividend: Apple IBM Eli Lilly. Becton Dickinson's spinoff and merger could" [X Link](https://x.com/CaseyVSilver/status/2019971503261970909) 2026-02-07T03:08Z [---] followers, [---] engagements "Talk about a breakout move. Bill Holdings (BILL) just soared 32% after news broke that Hellman & Friedman is in talks to buy the payments powerhouse. Private equity giants are circling. Multiple firms are eyeing BILL and Bloomberg says negotiations have been heating up. But nothing's finalthese deals can change fast. Here's the kicker: BILL was already ripping higher on blowout earnings and strong guidance before any buyout chatter hit the wire. Big money is paying serious attention. If you're watching BILL what's your move Buying the rumor selling the news or waiting for the dust to settle" [X Link](https://x.com/CaseyVSilver/status/2019972819531018548) 2026-02-07T03:13Z [---] followers, [--] engagements "FDA is cracking down on copycat weight-loss drugsand Hims & Hers is right in the crosshairs. After rolling out a cheaper version of Novo Nordisk's Wegovy pill Hims & Hers stock jumped. but the party didn't last. The FDA Commissioner called out "illegal mass marketing" and Novo fired back with legal threats. Result HIMS shares tumbled and now the entire telehealth sector is on alert. This is a wake-up call: If you're trading healthcare disruptors watch regulators closely. Momentum can vanish overnight. Would you risk holding HIMS or sit this one out Drop your take below. $HIMS $NVO $LLY" [X Link](https://x.com/CaseyVSilver/status/2019974132574658690) 2026-02-07T03:18Z [---] followers, [---] engagements "@StonkValue FDA is coming down hard on $HIMS over copy cat GLP-1 drugs. This has been going on for awhile and I assume they are making so much profit from it they feel would rather pay fines then give it up" [X Link](https://x.com/CaseyVSilver/status/2019975030512525632) 2026-02-07T03:22Z [---] followers, [---] engagements "@1769_alex $RIVN weekly base is something I have been watching for a while I thought I missed it a couple of months back but it came back down" [X Link](https://x.com/CaseyVSilver/status/2019976099783143815) 2026-02-07T03:26Z [---] followers, [---] engagements "Big money is moving behind the scenes. Here's what top execs bought and sold this week: JNJ CEO dumped $22M in shares (still holds 307K shares) Merck's U.S. President offloaded $1.8M Micron's EVP cashed out $10.4M Goldman Sachs: CEO trimmed [---] shares Treasurer dropped $2.6M Morgan Stanley's co-president sold $6M Intel CFO bought nearly $250Kdoubling down Abbott Labs CEO added $2M to his stack GameStop director scooped $114K worth IBM director stepped in with $304K CRISPR's CMO made a small but clear buy Watch what the insiders donot what they say. Which move stands out to you Drop your take" [X Link](https://x.com/CaseyVSilver/status/2020184078276829500) 2026-02-07T17:13Z [---] followers, [--] engagements "Major crisis averted for U.S. oil refineries. Late Friday the United Steelworkers union clinched a new four-year pay deal with Marathon Petroleum narrowly dodging a nationwide strike that threatened [-----] jobs and two-thirds of America's refining capacity. Workers fought for a 25% raise but settled for 4% hikes in years one and four and 3.5% in the middle years. Not ideal for many but better than a shutdown. Factories will start moving to the new contract immediately. But don't get too comfortablelocal disputes could still spark strikes at individual plants. Just this week union workers at" [X Link](https://x.com/CaseyVSilver/status/2020306939201073426) 2026-02-08T01:21Z [---] followers, [--] engagements "VanEck Oil Refineries ETF symbol is $CRAK That made me lol" [X Link](https://x.com/CaseyVSilver/status/2020307186862170313) 2026-02-08T01:22Z [---] followers, [--] engagements "Big shakeup in the weight loss drug market: Hims & Hers is pulling its copycat Wegovy pill after threats from Novo Nordisk and pressure from the FDA. They announced this move after "constructive conversations"but let's be honest: legal action was looming. This is what happens when you challenge pharma giants on their turf. Innovation or infringement Would you risk it as an entrepreneur Drop your take below Is this fair play or overreach $HIMS $NVO $LLY #FDA #GLP-1 https://twitter.com/i/web/status/2020307562051010874 https://twitter.com/i/web/status/2020307562051010874" [X Link](https://x.com/CaseyVSilver/status/2020307562051010874) 2026-02-08T01:23Z [---] followers, [---] engagements "AI showdowns. New frontiers. Big brands betting billions. Super Bowl LX isn't just a gameit's a marketing arms race beamed into millions of living rooms. OpenAI and Anthropic are bringing their rivalry front and center trading jabs and staking claims on the future of AI live during the biggest television event of the year. Anheuser-Busch is back with over two minutes of adsBudweiser's honoring [---] years Bud Light is going big with celebrities and Michelob Ultra's working the wellness angle ahead of the Olympics and World Cup. Instacart goes weird with "Bananas" Rocket Mortgage teams up with" [X Link](https://x.com/CaseyVSilver/status/2020309000177258681) 2026-02-08T01:29Z [---] followers, [--] engagements "Red week for tech 📉 crypto chaos 💥 but surprises everywhere. Wall Street just rode a wild rollercoaster: - Tech dived dragging most of the Magnificent Seven downeven with solid Q4 earnings. - Dow defied gravity topping [-----] for the first time 🚀 powered by Nvidia and chip stocks. - Bitcoin plunged to $60230 then staged a 14% comeback but is still 43% off its highs. Standouts and shockers: - Palantir blew out revenue estimates (69% YoY) and expects even bigger [----] numbers. - Walmart quietly joined the $1T club the first retailer ever 🛒. - Stellantis reset its EV plans taking a massive" [X Link](https://x.com/CaseyVSilver/status/2020331985202303189) 2026-02-08T03:00Z [---] followers, [--] engagements "I agree that this is short term pressure will lead to some more action down but will setup an awesome buying opportunity. I am interested to see how they pivot from compounding the GLP-1 drugs since it was a big revenue producer. My thinking is they will make a deal with $LLY since $NVO hates them lol. https://twitter.com/i/web/status/2020333066082746794 https://twitter.com/i/web/status/2020333066082746794" [X Link](https://x.com/CaseyVSilver/status/2020333066082746794) 2026-02-08T03:05Z [---] followers, [--] engagements "Tech's earnings blowout 🚀: [--] out of [--] S&P [---] giants just dropped serious EPS growth. Here's what stood out: - [--] of [--] crushed EPS estimates 💥 - [--] of [--] topped revenue - Palantir: 69% revenue new guidance WAY above estimates 📈 - AMD: Blew out revenue (34%) but stock got hit - Super Micro: Revenue more than doubled huge beat - Qualcomm: Missed guidance shares tumbled 📉 - Fortinet: Beat on all fronts bullish full-year outlook 🟢 Only Skyworks and Gartner failed to grow EPS year-over-year. Big picture: Tech is flexing real strength even with some stumbles. Next week Major players like" [X Link](https://x.com/CaseyVSilver/status/2020335778119778727) 2026-02-08T03:16Z [---] followers, [--] engagements "123 S&P [---] companies reported this week. Here's what really happened: - [--] beat EPS expectations. [--] actually grew YoY earnings. - [---] beat revenue estimates. [---] posted YoY revenue growth. Who stole the show Mixed results across giants: - Amazon 📉 fell 10% after revealing $200B in AI chips robotics and satellite spending plansinvestors aren't sold on the future yet. - Alphabet ✔ beat on profit but warned of massive AI costs ahead. - Palantir 🚀 soared 7% Trump-era deals and bullish guidance lit a fire. - AMD 📉 tanked posting its worst drop in [--] years as the AI hype fizzled. - Pfizer 💊" [X Link](https://x.com/CaseyVSilver/status/2020336877291679835) 2026-02-08T03:20Z [---] followers, [--] engagements "👀 $FIGR is at an interesting spot Looking at the daily chart for $FIGR it is currently coming into a key IPO level which should create strong support. I plan to watch for the action at this level watch if $BTC can stabilize and take entry on a convincing bounce. $FIGR $BTC #Crypto #BlockChain https://twitter.com/i/web/status/2020340215240384689 https://twitter.com/i/web/status/2020340215240384689" [X Link](https://x.com/CaseyVSilver/status/2020340215240384689) 2026-02-08T03:33Z [---] followers, [--] engagements "Stop panicking about the U.S. labor market. The data isn't signaling collapsejust constraint. Bank of America economists pinpoint [--] sectors that will steer job growth in 2026: [--]. Education & Healthcare: The engine of job gainsdemographics and AI-proof roles keep hiring strong. [--]. Construction: Poised to rebound fueled by AI infrastructure and lower ratesbut labor shortages loom. [--]. Professional Services: AI is squeezing routine jobs but rewarding specialized skills. [--]. Leisure & Hospitality: Stimulus boosts demand but tight immigration policy keeps growth in check. [--]. Trade Transportation &" [X Link](https://x.com/CaseyVSilver/status/2020512477725733210) 2026-02-08T14:58Z [---] followers, [--] engagements "Pfizer's big obesity drug flops. Novo Nordisk steps up the oral game. Trump launches a discount drug site. AI is coming for pharma. Here's your no-fluff healthcare recap: 🔹 Dow hits [-----] for the first timerecord close. S&P [---] Health Care Index dipped but a few stocks went wild: - DaVita 28.8% - Molina Healthcare -26.7% 🔹 Pfizer's obesity therapy showed just 12% weight lossbelow the 15-20% from Novo Nordisk and Eli Lilly. Investors weren't impressed. 🔹 Novo Nordisk will launch Ozempic pills in [----] pushing the oral weight-loss battle forward and applying for even higher-dose approvals. 🔹" [X Link](https://x.com/CaseyVSilver/status/2020513553619251331) 2026-02-08T15:02Z [---] followers, [--] engagements "Get ready for a tidal wave of earnings. This week it's not just a few big namesit's nearly every corner of the market stepping up: Ford Coca-Cola McDonald's Cisco Shopify Gilead Moderna BP Airbnb Coinbase. and so many more. We'll see: - Old-school giants vs. high-growth disruptors - Big swings in tech and healthcare - Crucial signals from energy utilities and REITs When these companies report watch for surprises in margins capital spending demand and future guidance. A single headline could shift entire sectors. Want to know which results I'm watching closestand why Hit reply and let's break" [X Link](https://x.com/CaseyVSilver/status/2020537916733243635) 2026-02-08T16:39Z [---] followers, [--] engagements "Eli Lilly just dropped $350M to supercharge cancer & immune drug innovation with Innovent. 🚀 This marks their 7th team-up in [--] yearsa proven formula for bringing breakthrough medicines to market faster. Here's how it works: - Innovent leads early R&D in China driving new therapies from the lab to proof-of-concept. - Lilly takes over for global development and commercialization except in Greater China. Potential payout for Innovent Up to $8.5B plus royalties. No details yet on the number of drug candidates or timelines but the focus is clear: tackling cancer and immune-related diseases where" [X Link](https://x.com/CaseyVSilver/status/2020538439532212704) 2026-02-08T16:41Z [---] followers, [--] engagements "🔥Weekly Prep is live 🔥 📊Week of 2/9/2026 📊 Breaking down the strongest themes sector rotation market breadth and top stock setups heading into next week 🚨Don't trade blindget the edge first🚨 $XLV $XLP $XLI $LLY $DG $TSN $VIAV $ANAB $PRAX $COGT $SPY $QQQ #Trading #StockMarket #WeeklyPrep https://casey.tradetracs.com/post/weekly-prep-week-of-2-9-2026 https://casey.tradetracs.com/post/weekly-prep-week-of-2-9-2026 https://casey.tradetracs.com/post/weekly-prep-week-of-2-9-2026 https://casey.tradetracs.com/post/weekly-prep-week-of-2-9-2026" [X Link](https://x.com/CaseyVSilver/status/2020572652755198187) 2026-02-08T18:57Z [---] followers, [---] engagements "🚨Major earnings before the open Monday🚨 Cleveland-Cliffs ( $CLF ) Pagaya Technologies Ltd. ( $PGY ) Becton Dickinson and Company ( $BDX ) Apollo Global Management ( $APO ) Ltd. ( $MNDY ) Other earnings slated for release before Monday's open include: $AIOT $AVXL $CNA $DT $HAIN $KD $L $MPAA $POWW $SBH $SOHU $TPG $UNCRY $UVV $WAT http://Monday.com http://Monday.com" [X Link](https://x.com/CaseyVSilver/status/2020707479886102928) 2026-02-09T03:53Z [---] followers, [---] engagements "🔥Today's Hot List🔥 $DT - Earnings beat $XAGUSD - Silver up $XAUUSD - Gold up $KR - New CEO $OFRM - New IPO" [X Link](https://x.com/CaseyVSilver/status/2020838269651431725) 2026-02-09T12:32Z [---] followers, [---] engagements "drops on revenue outlook miss 📉 For 1Q [----] they expect revenue of $338-340M below the $342.87M consensus. Full-year forecast: $1.452-1.462B vs. $1.48B expected. Despite beating Q4 expectations with $334M (25%) EPS dipped 3% to $1.04. Net dollar retention hit 110% with key customers at 116%. RPOs surged 37% to $839M signaling strong pipeline. CEO highlights solid fundamentals despite FX headwinds impacting margins. The story: growth is real but near-term pressure remains. Is this a buying opportunity or a warning sign Follow @CaseyVSilver for more market insights. $MNDY #Earnings" [X Link](https://x.com/CaseyVSilver/status/2020839202397553008) 2026-02-09T12:36Z [---] followers, [--] engagements "🚨 Big update from Wedbush: Salesforce (CRM) and ServiceNow (NOW) are back on the AI [--] list after being removed in December Despite the recent software sell-off analysts argue the AI revolution is just getting started these giants are NOT dead. They see a 10-year cycle ahead with AI-driven growth accelerating for enterprise leaders like Salesforce and ServiceNow. Rough days for tech Maybe. But the market's overestimating the doom AI's tailwinds will drive these stocks higher. Remember the AI wave is in early days. CIOs and enterprises are just beginning to leverage AI's potential and these" [X Link](https://x.com/CaseyVSilver/status/2020840425473356107) 2026-02-09T12:41Z [---] followers, [--] engagements "Breaking: Novo Nordisk files lawsuit against Hims & Hers over Wegovy knockoffs 🚨 Novo accuses HIMS of copying its patented semaglutide weight loss therapyspecifically U.S. Patent [-------]. HIMS had been selling compounded versions since [----] due to GLP-1 shortages including their own oral obesity pill. Last week HIMS announced plans for low-cost Wegovy copies but faced regulatory pushback. Now they've paused sales after talks with industry stakeholders. Novo criticizes HIMS for misleading consumers about unapproved drugs' safety and benefits especially after abruptly discontinuing their" [X Link](https://x.com/CaseyVSilver/status/2020841017272877435) 2026-02-09T12:43Z [---] followers, [--] engagements "Cathie Wood's Ark Invest is going all-in on the future buying the dip in tech and crypto giants. This week they swooped into AI infrastructure semiconductors and cryptowhile trimming positions in ad-tech and consumer internet. Highlights: - Bought 161K shares of AMD ($33M) across multiple funds doubling down on chips. - Added nearly 150K shares of Alphabet (GOOG) ($50M) and a hefty stake in CoreWeave (CRWV) ($22M). - Raised exposure to crypto: 285K shares of ARK Bitcoin ETF ($7M) 1.53M of Bullish ($40M) 217K of Circle ($13M) plus a $41M bet on Robinhood (HOOD). Meanwhile they pared Coinbase" [X Link](https://x.com/CaseyVSilver/status/2020843296172445786) 2026-02-09T12:52Z [---] followers, [--] engagements "Upwork sets sights on 6%-8% revenue growth for [----] amid AI boom and SMB momentum 🚀 Guidance is clear: - GSV growth of 4%-6% - Revenue between $835M and $850M - Adjusted EBITDA margin of 29% (about $240M-$250M) Q1 [----] outlook: - Revenue: $192M-$197M - EBITDA: $45M-$47M - EPS: $0.26-$0.28 Management expects a lift in H2 [----] with major contributions in [----]. Last quarter: - GSV hit over $1B up 5% per new client YoY - GSV per new client increased 5% YoY - Churn improved by [---] basis points - Marketplace take rate hit 19% up from 18.1% - Marketplace revenue up 5% YoY - Gross margin: 78% -" [X Link](https://x.com/CaseyVSilver/status/2021048158306894274) 2026-02-10T02:26Z [---] followers, [--] engagements "🚨 Former FDA Chief warns: Hims & Hers could face DOJ action over unapproved GLP-1 rival Scott Gottlieb reveals that HIMS attempted to sell an unapproved oral semaglutide mimicking Novo Nordisk's drug. The FDA's quick referral to the DOJ signals serious enforcement including possible injunctions or seizures. Gottlieb questions: Why have a drug approval process if companies can just market untested formulations directly to consumers Hims & Hers claims to have a novel liposomal technology but it hasn't been tested or approved making it an unapproved drug. Novo Nordisk has invested $1.8 billion" [X Link](https://x.com/CaseyVSilver/status/2021049319810269496) 2026-02-10T02:31Z [---] followers, [--] engagements "Cleveland-Cliffs (CLF) just took its biggest hit in three monthsdown 16.5% in one day. Why Q4 revenue of $4.3B missed Wall Street's $4.6B forecast and a full-year loss of $1.4B signals deeper troubles. Weak auto sector production a costly contract expiring with ArcelorMittal and tariffs hit profits hard. CEO Goncalves says "improvements" are coming but costs will spike next quarter due to rising utility prices and changing product mix. Plus asset deals with Posco are delayed into H1 the stakes are high. The message is clear: tough times but potential for a rebound if the company capitalizes" [X Link](https://x.com/CaseyVSilver/status/2021050164299895259) 2026-02-10T02:34Z [---] followers, [--] engagements "Big day for earnings before the market opens Tuesday 🚀 Key reports to watch: - Coca-Cola ( $KO ) - CVS ( $CVS ) - BP ( $BP ) - Duke Energy ( $DUK ) - Datadog ( $DDOG ) Plus dozens moreincluding $AZN $GIL $HAS $INMD and $SPOT that could move the markets. Every report is a story waiting to unfold. Stay alert analyze closely and be ready to act. What earnings surprise or miss are you expecting Drop your thoughts below. https://twitter.com/i/web/status/2021051064577847298 https://twitter.com/i/web/status/2021051064577847298" [X Link](https://x.com/CaseyVSilver/status/2021051064577847298) 2026-02-10T02:38Z [---] followers, [---] engagements "Palantir just smashed Q4 with 70% revenue growth$1.41B beats estimates. 🚀 The U.S. commercial sector skyrocketed 137% now making up 77% of revenue with 93% YoY growth. Big deals are happening fast180 deals over $1M including [--] over $10M. Their shift to an "AI operating system" is paying off: contracts like the $448M ShipOS with the Navy cut planning from [---] hours to [--] minutes. But is the valuation justified Trading at nearly 50x forward sales some see this as a risky AI hype rush. Can Palantir's tech truly justify the premium The debate is fierce: Can their moat outpace lofty multiples or" [X Link](https://x.com/CaseyVSilver/status/2021051854537331145) 2026-02-10T02:41Z [---] followers, [--] engagements "Taiwan's Vice Premier makes it crystal clear: "Moving 40% of Taiwan's semiconductor capacity to the U.S. is impossible." She told the Trump administration directlyno ambiguity. While the U.S. pushes for more chip manufacturing stateside Taiwan's focus remains rooted at home expanding investments there. Taiwan Semiconductor (TSM) is the backbone for giants like Nvidia and AMD. This isn't just politicsit's a critical reminder of where global tech power truly resides. Stay tunedsupply chain shifts are just getting started. What are your thoughts on the future of global chip dominance Drop a" [X Link](https://x.com/CaseyVSilver/status/2021052168434770121) 2026-02-10T02:42Z [---] followers, [--] engagements "Big news at Workday: Co-founder Aneel Bhusri is back as CEO effective immediately. He's stepping up as AI transforms the landscape trust me no one's better suited to lead this next chapter. Carl Eschenbach steps down from the CEO role and board but stays on as a strategic advisor to Aneel. This move signals confidence in Bhusri's vision and deep roots in Workday's culture. The question is: how will this shift accelerate Workday's growth in the AI era Stay tuned this could be a game-changer. What's your take on this leadership switch Drop your thoughts below. $WDAY #StockMarket #Founder" [X Link](https://x.com/CaseyVSilver/status/2021052646954578354) 2026-02-10T02:44Z [---] followers, [--] engagements "Breaking: Capitalwatch retracts its negative report on AppLovin (APP) after uncovering major inaccuracies. They admitted the report falsely linked shareholder Hao Tang to financial crimes and took immediate action: "We are removing passages related to Mr. Tang" and "apologize for the distress caused." This is a reminder: misinformation can damage reputations fast. Always verify facts before jumping to conclusions. Stay vigilant misinformation spreads quickly. Follow for more market updates and insights. $APP #StockMarket #Fraud https://twitter.com/i/web/status/2021052987817300320" [X Link](https://x.com/CaseyVSilver/status/2021052987817300320) 2026-02-10T02:45Z [---] followers, [---] engagements "@equitydd $CRDO is on top of my list tomorrow they are gapping up strong AH" [X Link](https://x.com/CaseyVSilver/status/2021060327027376560) 2026-02-10T03:15Z [---] followers, [---] engagements "@1769_alex You crushed this trade you called for the bounce well done" [X Link](https://x.com/CaseyVSilver/status/2021060970433609943) 2026-02-10T03:17Z [---] followers, [--] engagements "@StonkValue $SERV is a robotics name I really like and think its a good buy at $11" [X Link](https://x.com/CaseyVSilver/status/2021063478447047025) 2026-02-10T03:27Z [---] followers, [---] engagements "🔥Today's Hot List🔥 $CRDO - Preliminary revenue beat $ICHR - Earnings beat $NKTR - Positive therapy data $SPOT - Earnings beat $DDOG - Earnings beat https://casey.tradetracs.com https://casey.tradetracs.com" [X Link](https://x.com/CaseyVSilver/status/2021212355196023130) 2026-02-10T13:19Z [---] followers, [---] engagements "🚀Today's Market Dashboard🚀 $SPY $QQQ $CRDO $ICHR $EVMN https://casey.tradetracs.com/market-dashboard https://casey.tradetracs.com/market-dashboard" [X Link](https://x.com/CaseyVSilver/status/2021216601228349812) 2026-02-10T13:36Z [---] followers, [---] engagements "Import and export price growth slowed sharply in December. U.S. import prices edged up just 0.1% M/Mmatching expectations but a slowdown from 0.4% in November. Export prices rose 0.3% beating forecasts and down from 0.5% in November. Year-over-year import prices stalled while exports gained 3.1%. The BLS report was delayed due to the government shutdownadding extra uncertainty to the data. Stay alertthese trends could signal shifts in supply chain inflation. Follow me for insights on market movements and how to stay ahead. $SPY $QQQ #StockMarket" [X Link](https://x.com/CaseyVSilver/status/2021218256325906623) 2026-02-10T13:42Z [---] followers, [--] engagements "Big news: xAI co-founder Tony Wu has resigned. He calls the company and team "family"says they'll stay with him forever. Wu reflected on the battles the innovation and the future of AI: "A small team armed with AIs can move mountains." He thanked Elon Musk for believing in the mission and for an incredible journey. Wu joined xAI after a stint at Google and its recent acquisition by SpaceX. What's next for AI innovation Stay tuned. Follow for more insights on tech breakthroughs and leadership shifts. #xAI #SpaceX $TSLA https://twitter.com/i/web/status/2021218754810589570" [X Link](https://x.com/CaseyVSilver/status/2021218754810589570) 2026-02-10T13:44Z [---] followers, [--] engagements "Fear is creeping higherGoldman's Panic Index is near historic extremes. According to analyst Gail Hafif the last reading hit [----] combining 1-month S&P implied volatility VIX moves put-call skew and term structure slopes. These metrics suggest we're close to max fear among investors. Meanwhile the latest Seeking Alpha survey shows investors still see roughly 10% upside for the S&P [---] by year-endaround [----]. Are market fears just noise or a warning sign Stay alert and keep your strategies flexible. What are you watching right now Drop your thoughts below. $SPY $QQQ $VIX $GS #StockMarket #Fear" [X Link](https://x.com/CaseyVSilver/status/2021219226162254070) 2026-02-10T13:46Z [---] followers, [--] engagements "🚀 Taiwan Semiconductor (TSM) surges after January sales jump 37% YoY Shares climb 3% premarket as revenue hits NT$401B a 36.8% YoY increase driven by booming AI demand. TSMC supplies chips for giants like Apple Nvidia and AMD fueling this explosive growth. Revenue rose nearly 20% from December and estimates for [----] point to nearly 30% growth outpacing analyst expectations. C.C. Wei confirms AI's rapid expansion with AI accelerators making up a high teens percentage of revenue in [----]. The AI boom isn't slowing down are you riding the wave Follow @CaseyVSilver for more market insights. $TSM" [X Link](https://x.com/CaseyVSilver/status/2021219653142319233) 2026-02-10T13:48Z [---] followers, [--] engagements "📊 Watchlist Update 👀 [--] stocks on my radar: 📌 $PHG @ $32.30 📌 $ICHR @ $42.50 📌 $TSM @ $367.60 📌 $NKTR @ $47.50 📌 $EVMN @ $38.50 📌 $CRDO @ $150.00 🔗 https://casey.tradetracs.com https://casey.tradetracs.com" [X Link](https://x.com/CaseyVSilver/status/2021226007051509886) 2026-02-10T14:13Z [---] followers, [---] engagements "@Venu_7_ $BE weekly chart is gorgeous also multi-timeframe analysis on higher levels is a very strong probably factor I love this call out" [X Link](https://x.com/CaseyVSilver/status/2021317178360988010) 2026-02-10T20:15Z [---] followers, [---] engagements "@ChartsJavi Thanks for sharing this I gloss over stocks like $HD a lot looking for high beta names its a sickness lol. I will only look when they are called out with a visual like this so I appreciate it. Its coming into a nice resistance level" [X Link](https://x.com/CaseyVSilver/status/2021317634851999855) 2026-02-10T20:17Z [---] followers, [--] engagements "@Venu_7_ Right now I think $ENPH has the best earnings flag setup forming. I am making a list as the season goes on and they are on top right now" [X Link](https://x.com/CaseyVSilver/status/2021318014893719693) 2026-02-10T20:19Z [---] followers, [---] engagements "@RemoteNavigator Thanks for calling this out I really like $TE its in a solid theme and its daily chart shows a lot of relative strength" [X Link](https://x.com/CaseyVSilver/status/2021319200501886983) 2026-02-10T20:23Z [---] followers, [---] engagements "@Crismo999 Between the $TSM earnings and US Gov tariff news about not applying tariffs to Semis I expected a better reaction too. Lutnick made comments today about $NVDA needing to follow guardrails for selling to China" [X Link](https://x.com/CaseyVSilver/status/2021334450148438355) 2026-02-10T21:24Z [---] followers, [--] engagements "Here's what you need to watch for on Wednesday: Markets wavered on TuesdayNasdaq down 0.6% S&P [---] off 0.3% Dow 0.1%. Investors are digesting fresh retail sales data. Now the key focus areas: [--]. Nonfarm payrolls Do they confirm ongoing labor-market cooling Unemployment and participation rates will reveal clues about worker re-entry wage pressure and Fed policy room. [--]. McDonald's earnings Watch for same-store sales pricing strategies traffic trends and margins. International demand and consumer spending in a volatile macro environment are on the line. [--]. Cisco Systems earnings Focus on" [X Link](https://x.com/CaseyVSilver/status/2021349362312307086) 2026-02-10T22:23Z [---] followers, [--] engagements "Lyft hits a record-breaking quarteranother step closer to closing the gap with rivals 🚀 Gross bookings up 19% to $5.1B active riders near 30M and revenue hitting $1.8B (beating estimates) Lyft proves its growth engine is firing. Adjusted EBITDA soars 37% to $154M; profits per share hit $6.72 driven by a $2.9B tax benefit. They also launched a $1B share repurchase signaling confidence in long-term growth. [----] was a standout year with record cash flow over $1.1B and all-time-high performance across metrics. With global expansion autonomous plans and major partnerships Lyft is eyeing $25B in" [X Link](https://x.com/CaseyVSilver/status/2021349841536790718) 2026-02-10T22:25Z [---] followers, [--] engagements "Robinhood falls 7.7% after-hours as crypto revenue drops 38% dragging Q4 earnings. EPS beats estimates ($0.66 vs. $0.64) but revenue misses at $1.28Bbelow expectations. Crypto revenue down sharply while options and equities grow YoY. Operating expenses rise 18% to $2.6B. Net deposits hit $15.9B up 19%. Adjusted EBITDA at $761M below forecasts. Crypto's struggles are impacting Robinhood's outlook. Are you adjusting your strategy Follow @CaseyVSilver for market updates. $HOOD $COIN #Earnings #StockMarket https://twitter.com/i/web/status/2021350117396152430" [X Link](https://x.com/CaseyVSilver/status/2021350117396152430) 2026-02-10T22:26Z [---] followers, [---] engagements "Ford's [----] outlook 🚗💰: Expect $8-$10B in adjusted EBIT driven by cost cuts and smarter product mixes. They're planning $9.5-$10.5B in capex $5-$6B in free cash flow and see Ford Pro hitting $6.5-$7.5B EBIT. Despite $4B-$4.5B losses in Model e improvements in warranty costs and $1B in industrial savings set the stage for stronger margins. Tariffs should dip by $1B thanks to a full-year credit expansion. Ford's investing $1.5B in Energy while prepping for $7B in EV strategy charges and divestments. FY21 results: $6.8B adjusted EBIT despite headwinds from fires and tariffs. Ford Pro hit $66B" [X Link](https://x.com/CaseyVSilver/status/2021407611363463297) 2026-02-11T02:15Z [---] followers, [--] engagements "Astera Labs surprises with Q4 profits that beat estimatesshares drop 5% after hours. revenue hit $270.6M up 91.8% YoY and EPS stood at $0.58far above expectations. CEO Jitendra Mohan: "Record revenue 115% annual growth and a booming market for our connectivity platform." They're ramping R&D and opening a new design center in Israel to stay ahead. Looking ahead Q1 revenue forecast: $286M-$297M with EPS around $0.53-$0.54again beating estimates. Plus CFO transition announcedMike Tate moves to strategic advisor; Desmond Lynch steps in. Big numbers strategic shifts and growth momentum. Are you" [X Link](https://x.com/CaseyVSilver/status/2021408930132328726) 2026-02-11T02:20Z [---] followers, [---] engagements "@1769_alex I am totally with you zooming out $EOSE looks fine its trading in a big base and its currently at the bottom of the base where buyers have kept stepping in" [X Link](https://x.com/CaseyVSilver/status/2021411704786313712) 2026-02-11T02:31Z [---] followers, [---] engagements "@StonkValue I was surprised too; they announced their CFO is leaving so I wonder if that played into it" [X Link](https://x.com/CaseyVSilver/status/2021428928079069353) 2026-02-11T03:39Z [---] followers, [---] engagements "Big win for Palantir: they've extended their multi-year deal with Airbus to power Skywise 🚀 Since [----] Palantir has been the backbone of Airbus's data platformconnecting aircraft operations and engineering data used by airlines worldwide. Over [-----] users rely on Skywise daily. This extension means Airbus can continue migrating to sovereign cloud environments boosting data security and regulatory compliance as global rules evolve. Palantir's French team has been integral to expanding Skywise's capabilities for nearly a decade helping aerospace giants boost efficiency amid rising costs and" [X Link](https://x.com/CaseyVSilver/status/2021430209145098744) 2026-02-11T03:44Z [---] followers, [--] engagements "Big move in yields after January's jobs report 🚀 Treasury yields surged10-year hitting 4.21%as nonfarm payrolls blew past expectations with 130K new jobs double the forecast. Yields across the curve rose sharply: - 2-year: [--] bps to 3.56% - 30-year: [--] bps to 4.83% The job market remains strong but the unemployment rate ticked up slightly to 4.3%. Markets now see a rate cut in July instead of Junechanging the timeline on Fed expectations. This shift could impact stocks bonds and your trading plans. Stay aheadadjust your strategies now. Are you ready for the implications Drop your thoughts" [X Link](https://x.com/CaseyVSilver/status/2021592140720079242) 2026-02-11T14:28Z [---] followers, [--] engagements "@equitydd I was watching $VRT reaction to this as well not a gap a go but totally putting it on the Earnings Flag watch for a trade later on" [X Link](https://x.com/CaseyVSilver/status/2021606145169768889) 2026-02-11T15:23Z [---] followers, [--] engagements "@Venu_7_ $MU and $SNDK have not given many entries lately and with them finally consolidating I am totally keeping these two on watch" [X Link](https://x.com/CaseyVSilver/status/2021606647995539783) 2026-02-11T15:25Z [---] followers, [---] engagements "@johnscharts @Deepvue something else I like about $GDX besides all the things you mentioned is that it respects EMAs and Support levels" [X Link](https://x.com/CaseyVSilver/status/2021606907547394291) 2026-02-11T15:27Z [---] followers, [--] engagements "The Fed's about to cut rates way more than anyone expects more than just two times says David Einhorn. 🚨 He predicts a bold cycle of rate cuts driven by political pressure and a new Fed leadership aligned with Trump's vision for ultra-low rates. Einhorn: "A whole bunch of cuts are coming." He's betting big on this move positioning heavily in SOFR futures a trade that's already paying off. Despite a strong economy he argues productivity gains and high margins give the Fed room to ease further. The question: Are markets underestimating the speed of this shift If Einhorn's right this could" [X Link](https://x.com/CaseyVSilver/status/2021649317455405354) 2026-02-11T18:15Z [---] followers, [--] engagements "Big moves from Pershing Square: they sold Hilton and Chipotle added Meta in the past year. While Chipotle and Nike dragged performance they boosted core holdings like Amazon Meta and Hertzseeing high-growth opportunities. In [----] their NAV grew 20.9% with a 33.9% return for shareholders. They're betting big on megacaps trading at attractive valuations with total assets near $20B. Top performers Alphabet (10.3%) Fannie Mae (5.8%) Freddie Mac (5%). They're building a portfolio of high-quality giantsbelieving these stocks offer the best growth and value. Are you paying attention to these" [X Link](https://x.com/CaseyVSilver/status/2021650056630178143) 2026-02-11T18:18Z [---] followers, [--] engagements "@PatrickWalker56 Awesome entry on $SNDK it has not given many setups lately and finally is giving something tradeable" [X Link](https://x.com/CaseyVSilver/status/2021651464167547071) 2026-02-11T18:24Z [---] followers, [--] engagements "@fundmyfund $TER is so strong I missed an entry at the end of January that I am kicking myself for" [X Link](https://x.com/CaseyVSilver/status/2021651705075839362) 2026-02-11T18:25Z [---] followers, [--] engagements "Robinhood remains bullish on crypto but also continues diversifying CEO Tenev says. Robinhood Markets (HOOD) is "in the long run very bullish on the crypto industry" CEO Vlad Tenev said in a broadcast interview on Wednesday the day after the company's Q4 earnings reflected the impact of falling bitcoin prices. For example after the company's earnings call on Tuesday evening Robinhood (HOOD) announced the launch of its public testnet for Robinhood Chain in its bid to accelerate the development of onchain financial services. The current phase allows developers to build and verify apps on the" [X Link](https://x.com/CaseyVSilver/status/2021686382691856692) 2026-02-11T20:42Z [---] followers, [--] engagements "Crypto lender BlockFills suspends deposits and withdrawals amid market chaos 🚨 With Bitcoin dropping more than 50% from its October [----] peak extreme volatility has hit hard. In response BlockFills has paused client deposits and withdrawals to protect assets. While trading on open positions continues liquidity restoration is their top priority. 2026's bear cycle could push BTC down to $50K$60K this summer before a fall rebound a reminder to stay cautious. Are you prepared for the volatility ahead Follow @CaseyVSilver for insights on navigating markets during turbulent times. $BTC #Bitcoin" [X Link](https://x.com/CaseyVSilver/status/2021686664452510121) 2026-02-11T20:43Z [---] followers, [--] engagements "Aurora is targeting a 400% revenue surge by [----] with over [---] driverless trucks in operation by year's end. They project revenue of $14-$16 million for [----] with the fourth quarter alone contributing over half signaling strong fourth-quarter finish as they scale driverless fleets independently. CFO Maday: "Our exit rate will create serious momentum heading into 2027" plus a 50% reduction in hardware costs with their new-generation kit. Sufficient liquidity is in place to hit positive free cash flow in [----]. In Q4 revenue hit $1M (25% sequentially) total [----] revenue reached $3M with adjusted" [X Link](https://x.com/CaseyVSilver/status/2021763576738861265) 2026-02-12T01:49Z [---] followers, [--] engagements "AppLovin expects Q1 revenue to grow 5-7% fueled by AI-driven platform expansion 🚀 Guidance for Q1 2026: - Revenue: $1.745B - $1.775B - Adjusted EBITDA: $1.465B - $1.495B (Margins 84%) Management calls this "meaningful" growth despite seasonality driven by strong gaming e-commerce and self-service scaling. Last quarter revenue hit $1.66B up 66% YoY. Adjusted EBITDA soared to $1.4B with an 82% margin up [---] basis points. Free cash flow was $1.31B boosting cash to $2.5B. For 2025: - Revenue: $5.48B - EBITDA: $4.51B - Free cash flow: $3.95B They bought back 800K shares for $482M in Q4 and 6.4M" [X Link](https://x.com/CaseyVSilver/status/2021763949281071287) 2026-02-12T01:51Z [---] followers, [---] engagements "@Venu_7_ I saw this today too one my coal favorites is $METC but it look terrible now. I dont know why the Gov is so against renewables" [X Link](https://x.com/CaseyVSilver/status/2021767611051032670) 2026-02-12T02:05Z [---] followers, [---] engagements "@1769_alex you said this so well everyone wants to trade the sexy names but there is a time and a place" [X Link](https://x.com/CaseyVSilver/status/2021767897597849692) 2026-02-12T02:06Z [---] followers, [--] engagements "Earnings season brings some of the sharpest trade setups 🚩 One of my favorite parts Spotting earnings flags before the breakout. I've built a tracker into Trade Tracs just for this and here are the top flags forming now: $ENPH $RFIL $PRLB $DECK $SPB $XPO Are you watching these Stay aheadgear up for potential moves. Follow for more real-time insights https://twitter.com/i/web/status/2021777517745512893 https://twitter.com/i/web/status/2021777517745512893" [X Link](https://x.com/CaseyVSilver/status/2021777517745512893) 2026-02-12T02:44Z [---] followers, [---] engagements "🚀Today's Market Dashboard🚀 $SPY $QQQ $CGNX $FSLY $BBIO $CROX $OSCR #StockMarket https://casey.tradetracs.com/market-dashboard https://casey.tradetracs.com/market-dashboard" [X Link](https://x.com/CaseyVSilver/status/2021938278224527368) 2026-02-12T13:23Z [---] followers, [--] engagements "Nebius 547% revenue growth but still missed estimates. Shares up 4% premarket 🚀 Net losses widened to -$173M can they turn growth into profit CEO vows $7B$9B ARR by [----] with big plans for Europe's largest data center in France. Is this the future of AI infrastructure or just hype Share your thoughts below and follow @CaseyVSilver for more insights $NBIS $SMCI $CRWV https://twitter.com/i/web/status/2021939250824913095 https://twitter.com/i/web/status/2021939250824913095" [X Link](https://x.com/CaseyVSilver/status/2021939250824913095) 2026-02-12T13:27Z [---] followers, [---] engagements "Big news: VerifyMe (VRME) is merging with Open World to create a Nasdaq-listed digital asset powerhouse 🚀 This deal will combine strengths in blockchain infrastructure token listings and real-world asset tokenization aiming to become a top provider across multiple jurisdictions. With unanimous board approvals and shareholder backing the merged company is set to list on Nasdaq under a new ticker by Q2 [----]. Expect SEC and Nasdaq filings soon. VRME shares surged 21% premarket showing strong investor confidence. This move signals a major step toward mainstream adoption of digital assets and" [X Link](https://x.com/CaseyVSilver/status/2021939994131091663) 2026-02-12T13:30Z [---] followers, [--] engagements "McDonald's is winning the value battle while Chipotle flounders. Victoria Greene on CNBC: McDonald's attracts cost-conscious diners with $5 and $8 meal combos smart promotions and loyalty programs. Meanwhile Chipotle's move away from dollar menus is costing them share. With strong execution franchise support and plans for [-----] locations McDonald's is a resilient blue-chip. If you're looking for growth in any market McDonald's is the play. Are you positioned for the next wave of value-driven growth Let's talk. $MCD $CMG $WMT #Earnings #StockMarket" [X Link](https://x.com/CaseyVSilver/status/2021943047462834648) 2026-02-12T13:42Z [---] followers, [--] engagements "@Crismo999 There is a lot of concern over rising memory and AI hardware which directly impacts $CSCO. It just shows how sensitive investors are to AI and that one quarter of revenue is not enough to change sentiment" [X Link](https://x.com/CaseyVSilver/status/2021951763847508149) 2026-02-12T14:17Z [---] followers, [--] engagements "🚨 AI fears hit trucking and logistics stocks hard Thursday saw broad sell-offs in the transportation sector fueled by worries over AI disruption. Analysts like Baird's Daniel Moore warn that open-source automation tools like Molt Bot could level the playing field threatening traditional industry giants. Meanwhile new regulations from the U.S. Transportation Secretary aim to restrict foreign drivers sparking industry opposition and adding to the uncertainty. The damage was swift: - RXO Inc plunged 26.5% - CHRW dropped 22.5% - ULH fell 13.3% - LSTR declined 18.8% - And many more in double" [X Link](https://x.com/CaseyVSilver/status/2022021433514242229) 2026-02-12T18:54Z [---] followers, [--] engagements "🚀 Big news in AI funding: Anthropic just closed a $30B raise at a $380B valuation surpassing expectations. Backed by Microsoft Nvidia and top VC firms like D.E. Shaw and Founders Fund they're fueling innovation in enterprise AI and coding. Krishna Rao says Claude is becoming essential for businesses and demand is soaring. Revenue hit $14B annually with Claude Code leading the charge now at over $2.5B run rate doubling since January. Weekly active users and enterprise subscriptions are skyrocketing with enterprise making up over half of Claude Code revenue. The company is positioning for a" [X Link](https://x.com/CaseyVSilver/status/2022042797285441864) 2026-02-12T20:19Z [---] followers, [--] engagements "🔥Today's Hot List🔥 $TPH - Merger agreement $RIVN - Earnings $AMAT - Earnings $ROKU - Earnings $BROS - Earnings https://casey.tradetracs.com https://casey.tradetracs.com" [X Link](https://x.com/CaseyVSilver/status/2022304489311518852) 2026-02-13T13:38Z [---] followers, [---] engagements "I did a quick analysis of the stocks let me know if you want me to dig deeper on any of them: $AMRC - I like the sector and weekly base but the volume is a bit thin. $WHD - I like the sector/theme I think it will need to flag out more before its ready but its setting up nice. $RKT - I like the finance sector and this name gets a lot of attention. What I do not love about this stock is after it makes nice gains it gives it all back. I would want to see price action tighten up more. $ERII - I like the sector/theme I like the charts and it has put in some good earnings. The only thing I dont" [X Link](https://x.com/CaseyVSilver/status/2022369322044137484) 2026-02-13T17:56Z [---] followers, [--] engagements "Kraft Heinz stays together for now. Is this a smart move or just delaying the inevitable Days before Valentine's the company announced it's keeping the merger sparking quick optimism and some head-scratching. Shares of peers dipped then recovered. A $600M reinvestment hints at a reset but can CEO Cahillane revive stagnant brands Since [----] Kraft Heinz has struggled with brand erosion consumer shifts and Berkshire scaling back. The planned split was viewed as a fix but Buffett opposed it. Now the question is: can this strategic reset turn things around or will the stock stay flat With" [X Link](https://x.com/CaseyVSilver/status/2022783166394544157) 2026-02-14T21:21Z [---] followers, [--] engagements "Meta's AI spending is skyrocketing but will it pay off 🚀 After a 10% post-earnings rally shares have dipped below pre-report levels. They're planning nearly $135B in [----] up from $72B in [----] fueling debate. Optimists point to 3.58B daily users and strong growth in Reels and ad revenue. Pessimists warn expenses are outpacing revenue risking free cash flow and more losses like $80B in Reality Labs. Zuckerberg shifts focus to smart glasses and wearables signaling a new direction. The question: Can these bold AI investments drive sustainable growth or lead to costly losses What do you think Is" [X Link](https://x.com/CaseyVSilver/status/2022797841949659614) 2026-02-14T22:19Z [---] followers, [--] engagements "Big Earnings Wave on Deck 💥 Major names reporting before the open Wednesday: - Shopify ( $SHOP ) - McDonald's ( $MCD ) - Kraft Heinz ( $KHC ) - Unity Software ( $U ) - T-Mobile ( $TMUS ) Plus dozens more $AVTR $BWA $BXMT $CHEF $CIM and many othersset to release earnings early. These reports can move markets fast. Stay sharp expect volatility. Are you watching any of these Drop your thoughts below. #Earnings #StockMarket https://twitter.com/i/web/status/2021408587315138777 https://twitter.com/i/web/status/2021408587315138777" [X Link](https://x.com/CaseyVSilver/status/2021408587315138777) 2026-02-11T02:18Z [---] followers, [---] engagements "📊 Watchlist Update 👀 [--] stocks on my radar: 📌 $OSCR @ $14.20 📌 $CROX @ $98.15 📌 $BBIO @ $93.00 📌 $FSLY @ $14.00 📌 $CGNX @ $54.60 🔗 https://casey.tradetracs.com https://casey.tradetracs.com" [X Link](https://x.com/CaseyVSilver/status/2021938799496806488) 2026-02-12T13:25Z [---] followers, [---] engagements "Inflation cools in January sparking optimism 🚀 US CPI rose just 0.2% in January below expectations with year-over-year at 2.4% down from 2.7%. Core inflation stayed steady at 0.3% M/M approaching the Fed's 2% target. Shelter inflation slowed to 0.2% energy prices dropped 1.5% and airline fares soared 6.5%. Overall signs point to easing inflation without overwhelming the economy. Analysts see this as a positive sign bond markets expect a possible Fed cut in [----] which could boost stocks. Markets reacted with small gains yields fell to 4.07%. The path to lower inflation looks clearer what's" [X Link](https://x.com/anyuser/status/2022346171847499915) 2026-02-13T16:24Z [---] followers, [--] engagements "🚀Top Stock - $GSAT 🚀 Telecom and Space Themes Earnings [--] days out Trading in a tight range Entry at break of resistance" [X Link](https://x.com/CaseyVSilver/status/2018037127649382529) 2026-02-01T19:01Z [---] followers, [---] engagements "Nvidia's setup for Q4 is looking strong UBS calls it "favorable" Shares jumped 1.8% premarket as UBS highlights bullish supply chain signals and a management team eager to prove doubters wrong. Despite middling stock performance Nvidia's outlook remains solid especially ahead of GTC next month. Analyst Timothy Arcuri upgrades his price target to $245 from $235 and expects about $76B in revenue above the $74-75B consensus. He notes Nvidia might exclude China revenue in guidance but margins should stay steady at 75%. Market's eyeing this report on Feb. [--] big moves could be coming. Are you" [X Link](https://x.com/CaseyVSilver/status/2021588817694560377) 2026-02-11T14:15Z [---] followers, [--] engagements "@JSpitTrades Thanks for calling this out $WDC does look great. Strong theme higher lows and tightening price action below resistance" [X Link](https://x.com/CaseyVSilver/status/2022506267156361399) 2026-02-14T03:00Z [---] followers, [---] engagements "AI disruption hits big-cap software stocks hard in [----] 🚨 Despite strong profitability grades these US-based application and systems software giants are suffering their worst YTD declines: - AppLovin (APP): -45.55% - HubSpot (HUBS): -42.95% - Figma (FIG): -41.08% - Intuit (INTU): -39.92% - Guidewire (GWRE): -37.64% - Salesforce (CRM): -30.00% Even industry leaders aren't immune to the sell-off. This highlights a stark reality: profitability doesn't guarantee safety in a disrupted market. Are these signs of a deeper correction or just short-term noise Follow my analysis for insights and trade" [X Link](https://x.com/CaseyVSilver/status/2022706728035303730) 2026-02-14T16:17Z [---] followers, [--] engagements "Big Tech faces scrutiny in China Alibaba Baidu Tencent and others were summoned by regulators to enforce fair play ⚖. The State Administration for Market Regulation demanded strict compliance with China's anti-monopoly e-commerce and consumer protection laws 📜. Leaders discussed curbing "involution" 🔄 cutthroat competition that harms the market and called for collaboration to build a healthier environment 🤝. The message Even giants must play by the rules 🚦. Stay tuned regulation shaping the future of China's tech landscape 🔮. What's your take on this crackdown Drop your thoughts below 💬" [X Link](https://x.com/CaseyVSilver/status/2022797355372761156) 2026-02-14T22:17Z [---] followers, [--] engagements "Jensen Huang will skip the India AI Impact Summit next week. Despite NVIDIA's strong commitment to India's AI growth unforeseen circumstances prevent him from attending in person. This is a significant shift Huang's presence was expected to be a major highlight amid a lineup that includes Macron Pichai and Altman. His absence raises questions about NVIDIA's immediate focus on India's market versus strategic priorities elsewhere. The summit kicks off Feb. [--] in New Delhi with key leaders and innovators in attendance. Could this be a sign of shifting priorities or just a temporary setback" [X Link](https://x.com/CaseyVSilver/status/2022798171034779732) 2026-02-14T22:20Z [---] followers, [--] engagements "Nvidia's GTC could spark a major rally 🚀 Next month Nvidia (NVDA) is set to unveil innovations like co-packaged optics with TSM and a new AI inference rack. After a recent sector dip similar to Q2 [----] GTC might reignite optimism especially with strong capex guidance and upcoming earnings. Stay alert this event could be the catalyst for the next big move. Are you ready to capitalize $NVDA $TSM #AI #GTC #Stocks #FinTwit https://twitter.com/i/web/status/2022798662745686224 https://twitter.com/i/web/status/2022798662745686224" [X Link](https://x.com/CaseyVSilver/status/2022798662745686224) 2026-02-14T22:22Z [---] followers, [--] engagements "@spluscollective I am with you they are the top of my watch as well. $WDC has touched its 50SMA only once since breaking out of its stage [--] base" [X Link](https://x.com/CaseyVSilver/status/2022853751346692286) 2026-02-15T02:01Z [---] followers, [---] engagements "$CDRE - This stock is in the strong Aerospace and Defense theme and has shown a lot relative strength. Price action has recently tightened up a lot" [X Link](https://x.com/CaseyVSilver/status/1999106788331835469) 2025-12-11T13:19Z [---] followers, [---] engagements "No big IPOs dropping this weekbut here's what matters: Analysts are finally free to rate Medline (MDLN) Andersen Group (ANDG) and Starfighters Space (FJET). Expect fresh coverage and new price targets. Plus IPO lockups end for Delixy (DLXY) and Masonglory (MSGY) so keep an eye out for early investors taking profits. Are you tracking these names or waiting for the next big debut Let's talk strategy. $MDLN $ANDG $FJET $DLXY $MSGY https://twitter.com/i/web/status/2010548533141639415 https://twitter.com/i/web/status/2010548533141639415" [X Link](https://x.com/CaseyVSilver/status/2010548533141639415) 2026-01-12T03:04Z [---] followers, [---] engagements "Celestica (CLS) drops nearly 8% as reports swirl that Google's TPU servers might be assembled elsewhere 🚨 Digitimes says Google is expanding server assembly to Inventec and other Taiwanese suppliersshifting beyond Celestica which previously handled L10 and higher models. This move raises questions about Celestica's future contracts with Google and the broader supply chain shifts in high-tech manufacturing. Will this spark more losses or open new opportunities Stay tuned. What's your take on supply chain disruptions Drop your thoughts below. $CLS $GOOGL $GOOG" [X Link](https://x.com/CaseyVSilver/status/2014425949442302342) 2026-01-22T19:52Z [---] followers, [--] engagements "🚀 These are the hottest tech stocks from the past month: 🔥Applied Digital ( $APLD ) 71.93% 🔥Micron ( $MU ) up 44.05% 🔥MKS ( $MKSI ) 39.84% 🔥Entegris ( $ENTG ) 39.57% 🔥Western Digital ( $WDC ) 39.18% 🔥$LRCX gained 33.91% 🔥GlobalFoundries ( $GFS ) 32.39% 🔥Onto Innovation ( $ONTO ) 29.84% 🔥Applied Materials ( $AMAT ) 27.04% 🔥KLA ( $KLAC ) 26.32% Plus leading tech ETFs like $VGT $XLK $IYW $FTEC $IXN and $RSPT. These stocks show strong momentum are you riding the wave Follow me for more insights on market movers and trade setups. #Tech #StockMarket" [X Link](https://x.com/CaseyVSilver/status/2016539942633996289) 2026-01-28T15:52Z [---] followers, [---] engagements "🚀 Top Stock - $TDY 🚀 Aerospace / Defense Theme Earnings [--] days out Retesting resistance Entry on break of resistance" [X Link](https://x.com/CaseyVSilver/status/2018039825341813195) 2026-02-01T19:12Z [---] followers, [---] engagements "$1 TRILLION vanished in [--] weeks. Crypto's plunge is more than a headlineit's a wake-up call. Bitcoin crashed below $70000 shedding billions by the day. Since January [--] we've watched $45B disappear daily. Ouch. This isn't just Bitcoin. Ethereum Solana and other majors are getting hammered. Risk appetite is drying up fast. I'm seeing traders scramble momentum die and fear creep in as support levels break. Is this panic or opportunity Here's the question: are you sitting out buying the dip or planning your next move Let me know where you stand.👇 $IBIT $ARKB $GBTC #Bitcoin #Crypto" [X Link](https://x.com/CaseyVSilver/status/2019419357323915527) 2026-02-05T14:34Z [---] followers, [--] engagements "Brutal week for crypto stocks. Massive drops everywhere. Galaxy Digital tanked 30% after ugly earnings. Figure Tech dived 27%. PayPal sank 23%disappointed Wall Street again. IREN lost 22% after another red quarter. FactSet fell 19% as software names got hammered. But not everyone lost Asian banks surged: Shinhan soared 12% on strong results. Woori and Mizuho both jumped 11%. U.S. regional Beacon Financial and South Korea's KB Financial spiked over 11%. Risk assets are getting whiplashwinners and losers are clear. Are you buying dips or sitting out $GLXY $FIGR $PYPL $IREN $FDS $SHG $WF $BBT" [X Link](https://x.com/CaseyVSilver/status/2020182572286755142) 2026-02-07T17:07Z [---] followers, [--] engagements "Most traders are missing this setup. Zac from @TradeTracs broke down a killer trade plan for $BE that could change how you approach the market. Cut the noise. See exactly how the pros find their edge. Are you ready to level up your trades👇 $SPY $QQQ #StockMarket #Trading #TradeTracs https://casey.tradetracs.com/post/bloom-energy-trade-review https://casey.tradetracs.com/post/bloom-energy-trade-review" [X Link](https://x.com/CaseyVSilver/status/2020565831436972427) 2026-02-08T18:30Z [---] followers, [---] engagements "Cloudflare (NET) surges 9% after smashing Q4 with 34% revenue growth to $614.5M 🚀 The cloud giant beat estimates on EPS $0.28 vs. $0.27 consensus and matched GAAP EPS at ($0.03). Looking ahead Cloudflare projects Q1 revenue of $620M$621M surpassing expectations and anticipates full-year revenue of nearly $2.79B above estimates. CEO Matthew Prince highlights: "Our biggest contract ever$42.5M/yeardrives nearly 50% ACV growth our fastest since [----]. The AI shift is re-platforming the internet fueling demand across our services." This company is capitalizing on the AI-driven internet revolution." [X Link](https://x.com/CaseyVSilver/status/2021348963782189276) 2026-02-10T22:22Z [---] followers, [---] engagements "Hinge Health targets a 25% revenue increase by [----] driven by AI-powered care expansion 🚀 Guidance highlights: - Q1 [----] revenue forecast: $171M$173M (39% YoY growth) - Full-year [----] estimate: $732M$742M surpassing analyst consensus by $39M - Operating income projected at $151M$156M (21% margin) Recent milestones: - Last [--] months billings: $671M (44% YoY) - Q4 gross margin: 85%; full-year: 83% (up from 78%) - Operating margin: 28% in Q4 20% annually - Free cash flow: $180M (31% margin) - Ended with $479M cash; repurchased 1.4M shares for $65M This company is scaling fast investing in AI" [X Link](https://x.com/CaseyVSilver/status/2021406803003687059) 2026-02-11T02:11Z [---] followers, [--] engagements "🔥Today's Hot List🔥 $MNTN - Earnings beat $VRT - Earnings beat $BETA - $AMZN takes 5% stake $NET - Earnings beat" [X Link](https://x.com/CaseyVSilver/status/2021575093877416220) 2026-02-11T13:20Z [---] followers, [--] engagements "🚨 Nebius Group Q4 Preview: What's the story As NBIS prepares to report this Thursday Wall Street expects a -$0.44 EPS on $242.79M revenue. Despite a tough quarter the company has guided full-year revenue of $500M$550M and is tracking mid-range. They're confident in hitting $900M$1.1B ARR by [----] and eyeing explosive growth in [----]. Recently Freedom Capital rated NBIS a Buy with a $108 target praising their cost-efficient AI-native data centers that cut out hyperscaler markups. Analysts see big potential Oakoff Investors foresees a 44% upside before earnings citing capacity ramp-up and strong" [X Link](https://x.com/CaseyVSilver/status/2021598516800323870) 2026-02-11T14:53Z [---] followers, [---] engagements "🔥Today's Hot List🔥 $FSLY - Earnings beat $NVCR - FDA approval $CGNX - Earnings beat $VKTX - Earnings https://casey.tradetracs.com https://casey.tradetracs.com" [X Link](https://x.com/CaseyVSilver/status/2021933299141128367) 2026-02-12T13:03Z [---] followers, [---] engagements "🚀 Applied Materials projects over 20% growth in semiconductor equipment by [----] driven by AI demand. Q2 guidance: - Revenue: $7.65B (9% sequential) - Non-GAAP EPS: $2.64 - Semiconductor Systems: $5.8B - Gross margin: 49.3% Strong momentum expected to carry into [----]. Q1 highlights: - Revenue: $7B (China down 7%) - Gross margin: 49.1% - Operating profit: $2.1B - EPS: $2.38 - Free cash flow: $1B - Shareholder returns: $702M This company's growth continues to accelerate. Are you watching this tech giant Follow @CaseyVSilver for market insights and updates. $AMAT #Earnings #StockMarket" [X Link](https://x.com/CaseyVSilver/status/2022128495380357220) 2026-02-13T01:59Z [---] followers, [--] engagements "Rivian sets sights on delivering [----------] vehicles in [----] as the R2 launch nears 🚗 Here's the plan: - Expect [---------] deliveries per quarter early next year - R2 production begins with a single shift adding a second by year's end - Gross profit should grow year-over-year despite initial launch costs Financial outlook: - Anticipated EBITDA loss of $1.82.1B - Capex around $2B fueled partly by a new joint venture with VW Q4 highlights: - Revenue hit $1.3B - Gross profit: $120M (9% margin) - Automotive gross profit improved by $71M from Q3 Rivian's building momentum are you watching Join the" [X Link](https://x.com/CaseyVSilver/status/2022128802776674532) 2026-02-13T02:00Z [---] followers, [--] engagements "Dutch Bros is on a growth tear 🚀 Targeting [----] shops by [----] with [----] revenues hitting $2B up to 24% YoY growth. They plan to open [---] new locations in [----] including [--] Clutch Coffee Bar spots in the Carolinas. Same-shop sales are expected to grow 3-5% while EBITDA could hit $365M slightly pressured by rising coffee costs. Q4 results are strong: revenue up 29% to $444M with same-shop sales rising 7.7%. Company shops alone brought in $410M. Net cash increased to $705M ample liquidity to fuel expansion. Costs are managed: CapEx per shop down to $1.3M and EPS more than doubled to $0.17." [X Link](https://x.com/CaseyVSilver/status/2022129168167690741) 2026-02-13T02:02Z [---] followers, [---] engagements "AppLovin dips 13% despite strong Q4 and positive outlook 🚀 Concerns over AI and fierce competition from Meta Google and CloudX caused the sell-off. But analysts see growth: Morgan Stanley highlights AppLovin's data edge and e-commerce plans with a $720 target. Jefferies remains bullish with a $700 target citing solid progress and upcoming AI creative tools. CEO Adam Foroughi defends the company's resilience: "Every new competitor from Unity to Moloco hasn't diminished our edge. Our valuation model values each impression uniquely." Meanwhile Unity drops 8% after a 26% slide Wednesday showing" [X Link](https://x.com/CaseyVSilver/status/2022129600948588928) 2026-02-13T02:04Z [---] followers, [---] engagements "Quantum stocks keep falling only one still gets a Buy rating. Today QUBT remains the lone outlier in a sector-wide retreat dropping 2.1% and posting a 19% YTD decline. Meanwhile peers like IonQ (-2.5%) D-Wave (-3%) Rigetti (-6.5%) and Arqit (-4.2%) are sliding further. With investors pulling back from high-risk tech amid higher interest rates quantum stocks are down double digits this year. Here's the key: QUBT is still rated a Buy while others are Sell or Hold. This sector's weakness highlights the growing risk and the importance of selective picks. Stay alert. The space is volatile but" [X Link](https://x.com/CaseyVSilver/status/2022130306082394185) 2026-02-13T02:06Z [---] followers, [---] engagements "Big news from Arista Networks 🚀 they've just raised their [----] revenue outlook to $11.25 billion targeting 25% growth driven by AI surge. Highlights: - AI center revenue now seen at $3.25B (up from $2.75B) - Campus revenue steady at $1.25B - Q1 [----] guidance: $2.6B in revenue 62-63% gross margin 46% operating margin - Maintains strong margins: gross 62-64% operating 46% - Q4 [----] revenue: $2.49B net income: $1.05B EPS: $0.82 - Cash position remains robust at $10.74B with $620M stock buyback This is a clear sign that AI-driven growth is fueling their momentum. Are you bullish on Arista's play" [X Link](https://x.com/CaseyVSilver/status/2022131444693323962) 2026-02-13T02:11Z [---] followers, [--] engagements "@1769_alex Yea like Matt was saying they beat but changed the forecast" [X Link](https://x.com/CaseyVSilver/status/2022132326407581982) 2026-02-13T02:14Z [---] followers, [--] engagements "You can always tell when its a down day for the market when Utilities and Real Estate are top performing sectors. $SPY $QQQ $XLU $XLRE" [X Link](https://x.com/CaseyVSilver/status/2022133818631639117) 2026-02-13T02:20Z [---] followers, [---] engagements "Market Breadth looking weak after today's action and the $VIX is spiking. $SPY $QQQ" [X Link](https://x.com/CaseyVSilver/status/2022135358784258509) 2026-02-13T02:26Z [---] followers, [---] engagements "🚀Today's Market Dashboard🚀 $SPY $QQQ $AMAT $ANET $RIVN https://casey.tradetracs.com/market-dashboard https://casey.tradetracs.com/market-dashboard" [X Link](https://x.com/CaseyVSilver/status/2022316939603759264) 2026-02-13T14:28Z [---] followers, [--] engagements "Goldman Sachs sees more upside in the energy rally [--] stocks still worth buying. Despite a 23% surge in the S&P [---] Energy sector this year Goldman believes the move isn't over. They've identified [--] buy-rated stocks with an average potential of nearly 20% returns. The sector's strength is driven by solid GDP revisions rising oil prices and geopolitical factors supporting crude. These stocks span refining global oils exploration midstream and power offering opportunities across the energy landscape. Highlights include: - HF Sinclair for its strong balance sheet and shareholder returns -" [X Link](https://x.com/CaseyVSilver/status/2022345867668095447) 2026-02-13T16:23Z [---] followers, [--] engagements "🚀 Big potential in chip stocks right now small and mid caps are leading the charge Consider these names: $NVTS $FORM $SLAB $AMBA $SMTC $SKYT $COHU $MXL $SYNA $DIOD These stocks are primed to outperform. Are you ready to capitalize Follow for more trades and insights" [X Link](https://x.com/CaseyVSilver/status/2022417420359438363) 2026-02-13T21:07Z [---] followers, [---] engagements "OPEC is considering resuming oil production increases in April just as summer demand approaches. After pausing in Q1 key members including Saudi Arabia Russia and Iraq will vote on boosting output during the March [--] meeting. Tensions over U.S.-Iran relations and sanctions are boosting crude prices giving Saudi Arabia a chance to regain market share. Despite a demand dip in Q2 forecasts OPEC remains optimistic about [----] growth more hopeful than the IEA. Crude futures edged up Friday but geopolitical tensions and supply shifts keep the market volatile. U.S. inflation slowed in January boosting" [X Link](https://x.com/CaseyVSilver/status/2022502292457480466) 2026-02-14T02:44Z [---] followers, [--] engagements "Agnico Eagle aims for 20-30% production growth over the next decade with reserves hitting record highs. They project stable output of 3.33.5M oz annually through [----] despite rising costs from higher royalties and the stronger Canadian dollar. Management may increase shareholder returns to 40% this year depending on gold prices. In [----] they produced 3.45M oz with record free cash flow of $4.4B repaid $950M debt and ended with $2.9B cash. Shareholder payouts hit a record $1.4B. Agnico is building for the long term with growth and cash flow. Follow @CaseyVSilver for more insights. $AEM" [X Link](https://x.com/CaseyVSilver/status/2022502629033582763) 2026-02-14T02:46Z [---] followers, [--] engagements "🚨 Catalyst Week Ahead: Big Earnings FOMC Minutes AI Summit & More 🚨 This week is packed with key events that could shake the markets. Here's what you need to watch: 🔸 Monday: Walmart earnings FOMC meeting minutes major AI summit and Chinese New Year holiday's potential impact on consumer stocks like LVS WYNN BABA and Yum China. Also Michelle Bowman speaks at the ABA Conference big for banking sentiment. 🔸 Tuesday: Watch for volatility in BMNR & SNDK based on options activity. Key earnings from MDT PANW and others. Hedge funds release Q4 holdings could hint at next moves. Retail sales data" [X Link](https://x.com/CaseyVSilver/status/2022507957146030188) 2026-02-14T03:07Z [---] followers, [--] engagements "China's gold frenzy may be a bubble not just a safe haven. Leverage and futures are pushing prices higher fueled by private investor speculation. While property downturns support medium-term demand rising leverage increases market volatility. Gold jumped 2% to $5022/oz; silver up 3% to $77.85. Weekly gains: gold 1.4% silver 1.4%. Markets remain volatile stay alert. Follow @CaseyVSilver for real-time insights. $GLD $GDX $IAU $NUGT $SLV https://twitter.com/i/web/status/2022510206568091693 https://twitter.com/i/web/status/2022510206568091693" [X Link](https://x.com/CaseyVSilver/status/2022510206568091693) 2026-02-14T03:16Z [---] followers, [--] engagements "Only [--] of [--] S&P [---] Materials stocks beat EPS estimates this week. Earnings season picked up speed with seven XLB companies reporting. So far XLB's up 18% this quarter while SPY slips slightly. Trade tensions and U.S. tariff threats keep safe-haven demand high but create uncertainty for other materials industry players. Here's what matters from this week's reports: - DuPont (DD): Surged after beating earnings and offering optimistic [----] guidance. - Albemarle (ALB): Fell after larger-than-expected loss; halts major lithium plant amid weak battery metal prices. - IFF: Projects $10.5$10.8B in" [X Link](https://x.com/CaseyVSilver/status/2022695046923903151) 2026-02-14T15:30Z [---] followers, [--] engagements "Wall Street's biggest losers this week Wealth managers and insurance brokers blame AI fears. While the S&P [---] dipped 1.39% and the Nasdaq fell 2.10% financials took the hardest hit. The XLF ETF dropped nearly 5% dragging the entire sector downward. The trigger Private firms like Altruist and Insurify rolled out AI tools sparking fears of automation replacing jobs in wealth management and insurance. Ryan Specialty Arthur J. Gallagher and LPL Financial each shed over 13% with small-cap insurers like Strive and Goosehead Insurance losing up to 30%. Big banks weren't spared they all invested" [X Link](https://x.com/CaseyVSilver/status/2022695689361252502) 2026-02-14T15:33Z [---] followers, [--] engagements "🚨 Breaking: Anthropic-Palantir partnership reportedly used in covert operation to capture Maduro in Venezuela. Sources say Anthropic's AI tool Claude played a role in the mission including a bombing in Caracas this year. Palantir's software a staple for the Defense Department was also involved. Backed by Amazon and Google Anthropic claims Claude isn't designed for violence or surveillance yet it's reportedly been used in classified ops. The details remain secret but this highlights how AI is crossing into high-stakes military moves. What does this mean for AI and geopolitics Follow for more" [X Link](https://x.com/CaseyVSilver/status/2022696111668904069) 2026-02-14T15:35Z [---] followers, [--] engagements "Goldman Sachs just dropped a game-changing AI-resilient trade for the software sector 🚀 They're long on firms like Microsoft Cloudflare and Palo Alto companies building AI defenses and foundational tech. Short on names like Salesforce DocuSign and Duolingo those more vulnerable to AI automation replacing their operations. Why now Software stocks are down nearly 20% YTD while the S&P stays flat. Goldman predicts a sector split as the selloff concludes. This move signals a strategic shift are you paying attention Stay ahead with insights like this. Follow @CaseyVSilver for more market" [X Link](https://x.com/CaseyVSilver/status/2022703825342112117) 2026-02-14T16:05Z [---] followers, [--] engagements "Which software stocks are truly ready for an AI-driven future Insights from top analysts Brett Ashcroft Green Louis Gerard and Kennedy Njagi point to clear winners. Brett points to Microsoft (MSFT) and Adobe (ADBE) as standout plays during the SaaS sell-off. Microsoft's recent dip is rare. With cloud at its core Microsoft is already hedged against AI disruption. As bots like Clawdbot and Moltbot proliferate cloud services become even more vital for coders who prefer isolated environments like Mac minis or Chromebooks. Cloud growth is a certainty. Adobe remains a SaaS staple in enterprise" [X Link](https://x.com/CaseyVSilver/status/2022704521286189230) 2026-02-14T16:08Z [---] followers, [--] engagements "$CASY is showing an inverse head and shoulders on the daily chart and is approaching the neckline #Stocks #Trading #Patterns" [X Link](https://x.com/CaseyVSilver/status/2008394871736775022) 2026-01-06T04:27Z [---] followers, [----] engagements "🔥 The hottest and coldest REITs in short interest right now: Most shorted: - Medical Properties Trust ( $MPW ): 25.09% of shares shorted - Park Hotels & Resorts ( $PK ): 16.71% - Douglas Emmett ( $DEI ): 15.04% - Acadia Realty Trust ( $AKR ): 14.60% - SL Green Realty ( $SLG ): 12.70% Least shorted: - PotlatchDeltic ( $PCH ): just 1.10% - American Tower ( $AMT ): 1.36% - Prologis ( $PLD ): 1.39% - Simon Property Group ( $SPG ): 1.56% - Crown Castle ( $CCI ): 1.60% Are these signals telling us where investors are most bearish or confident Stay alert and watch these levels they could hint at" [X Link](https://x.com/CaseyVSilver/status/2012706089909809397) 2026-01-18T01:58Z [---] followers, [---] engagements "🚀Top Stocks - Week of 1/19/2026🚀 $JOBY - Aero/Defense $CDRE - Aero/Defense $CRS - Minerals $SSRM - Gold / Silver $CLS - Electrical Components $VRT - Power Components $CIFR - BTC/AI $CSTL - Health Tech $JAZZ - Pharma Charts and details below👇" [X Link](https://x.com/CaseyVSilver/status/2013293920134873106) 2026-01-19T16:54Z [---] followers, [---] engagements "🚀 DeFi Development drops DisclaimerCoinits newest memecoin Launched Thursday via this token is aiming to catch the hype wave. Shares rose 2.17% pre-market to $6.58. Memecoins are shaping the future of cryptoare you paying attention Stay ahead keep watching. What's your take on memecoin hype Drop your thoughts below $DFDV #Crypto #Defi http://Bonk.fun http://Bonk.fun" [X Link](https://x.com/CaseyVSilver/status/2014341463581077629) 2026-01-22T14:16Z [---] followers, [--] engagements "I am finding a bunch of setups I like heading into tomorrow; a complete list is below with the top [--] stocks as my primary focus. $CRS $MP $JAZZ $CDRE $NRIX $GSAT $CIFR $VRT $JOBY $IREN $LEU $APLD Let me know what stocks you are watching. #TradeTracs" [X Link](https://x.com/CaseyVSilver/status/2014548181212639675) 2026-01-23T03:58Z [---] followers, [---] engagements "🚀 Weekly Prep: Week of 2/2/2026 is LIVE 🚀 Earnings explosion ahead 🔥 Amazon Alphabet AMD Palantir + massive jobs report ISM PMIs ECB/BOE decisions. Volatility Rotation Breakouts Get the key levels setups bias & trade ideas you need to crush this week 👉 #Trading #StockMarket #WeeklyPrep #SPY #EarningsSeason $SPY $QQQ https://casey.tradetracs.com/post/weekly-prep-week-of-2-2-2026 https://casey.tradetracs.com/post/weekly-prep-week-of-2-2-2026" [X Link](https://x.com/CaseyVSilver/status/2018004869899067864) 2026-02-01T16:53Z [---] followers, [----] engagements "Gold refuses to stay quiet. After a wild week gold futures bounced Friday up 1.8% to $4951/oz scoring their seventh gain in nine weeksdespite relentless volatility and another CME margin hike. Bargain hunters are stepping in but even with fresh ETF inflows$669B added in Januaryanalysts warn that a true breakout likely needs a major geopolitical shock. Still conviction remains strong: Options traders are heavily betting on a $6000/oz gold price by [----] and Socit Gnrale calls that target "conservative." Inflation risks and "hot" U.S. monetary policy could keep the fire burning. Are you betting" [X Link](https://x.com/CaseyVSilver/status/2019972473974849689) 2026-02-07T03:12Z [---] followers, [--] engagements "Credo (CRDO) is bullishprojecting Q3 [----] revenue of $404M to $408M well above prior guidance of $335M-$345M. This signals strong growth ahead with mid-single-digit sequential gains into FY27 and over 200% YoY increase this year. Consensus was only $342M. Shares soared 10.78%. This could be just the beginningare you paying attention Follow for more updates that move markets. $CRDO #Earnings #StockMarket https://twitter.com/i/web/status/2021048902753874355 https://twitter.com/i/web/status/2021048902753874355" [X Link](https://x.com/CaseyVSilver/status/2021048902753874355) 2026-02-10T02:29Z [---] followers, [--] engagements "Retail sales hit a wall in December no growth at all. U.S. retail sales remained flat at $735B missing the 0.4% estimate. That's a slowdown from November's 0.6% signaling weaker consumer spending. Core retail ex-motor vehicles also stalled no change from prior month versus expectations of 0.4%. Excluding gas and autos sales are stagnant clear sign consumer momentum is fading. This data might hint at a consumer slowdown ahead. Stay alert markets are watching for signs of shifting spending patterns. What's your take are we heading for a spending slowdown or just a pause $SPY $QQQ" [X Link](https://x.com/CaseyVSilver/status/2021217995763142676) 2026-02-10T13:41Z [---] followers, [--] engagements "Hims & Hers faces legal storm ⚖ as short interest hits 52-week high 🚨 Shares plummeted 16% 📉 after Novo Nordisk sued over their withdrawn weight loss pill a copycat of Wegovy. Meanwhile short interest surged 46% 📈 in the past year now at 77.5M shares (37% float) amplifying volatility. Legal risks are shifting market sentiment from optimism to uncertainty 🌀. Expect a potential 14% move after Q4 results on Feb. [--] 📅. Are you watching this move Follow @CaseyVSilver for more insights. $HIMS $NVO #GLP-1 https://twitter.com/i/web/status/2022384008265363930" [X Link](https://x.com/CaseyVSilver/status/2022384008265363930) 2026-02-13T18:54Z [---] followers, [--] engagements "📈Trade Review - $VRT 📈 Zac from @TradeTracs put together an awesome post reviewing his recent $VRT Trade. Check it out here👇 https://casey.tradetracs.com/post/vertiv-vrt-let-the-8ema-define-the-risk https://casey.tradetracs.com/post/vertiv-vrt-let-the-8ema-define-the-risk" [X Link](https://x.com/CaseyVSilver/status/2022497558468129250) 2026-02-14T02:26Z [---] followers, [--] engagements "Alibaba and Baidu briefly dumped from Pentagon's Section 1260H list then swiftly removed. The Department of Defense issued then retracted a list targeting Chinese companies aiding the military fueling confusion. Did the retraction signal a mistake or a tactical move ahead of President Trump's April China visit The list originally included over [---] entities accused of military ties blocking their U.S. operations. Now Alibaba (BABA) and Baidu (BIDU) are back denying any military connection. Meanwhile China vows to defend its firms' rights. Big questions remain: Is this a policy shift or" [X Link](https://x.com/CaseyVSilver/status/2022508901187428468) 2026-02-14T03:11Z [---] followers, [---] engagements "Executives are buzzing about AI and the message is clear: this technology is reshaping industries Here's what top leaders from CVS Hilton Cisco Shopify Applied Materials Airbnb Spotify and Marriott are saying: CVS: "AI is transforming healthcare putting the consumer first driving growth and cutting costs. We're still in early days but the potential is huge." CFO Brian Newman Hilton: "Our modern tech stack gives us a competitive edge in AI. The opportunities in distribution and efficiency far outweigh the risks." CEO Christopher Nassetta Cisco: "Over 90% of support cases now touch AI boosting" [X Link](https://x.com/CaseyVSilver/status/2022694319614742901) 2026-02-14T15:28Z [---] followers, [--] engagements "Gold and silver plunge in a sudden algo-driven selloff 🚨 Futures dropped nearly 3% and 10% Thursday as stocks tanked. Strong U.S. jobs data dimmed Fed rate cut hopes but the real driver Automated strategies triggering a cascade of stop-losses. No clear news just systematic pressure and liquidity sweeps. Bloomberg and traders warn of momentum-based de-risking fueling the move. Now all eyes on Friday's inflation data. Recent gains were fueled by speculation markets can turn fast. Are you prepared for the next wave Follow me for more insights. $GLD $GDX $IAU $NUGT $SLV $SIL $SGOL $SIVR $GDXJ" [X Link](https://x.com/CaseyVSilver/status/2022796619071062365) 2026-02-14T22:14Z [---] followers, [--] engagements "🔥 Weekly Market Prep is LIVE 🔥 📊 Week of 2/16/2026 📊 Breaking down the strongest themes sector rotation earnings flags and top stock setups to start the week strong. Don't trade blindget the edge first 🚀 $SPY $QQQ #Trading #StockMarket #WeeklyPrep #Fintwit https://casey.tradetracs.com/post/weekly-market-prep-week-of-2-16-2026 https://casey.tradetracs.com/post/weekly-market-prep-week-of-2-16-2026" [X Link](https://x.com/CaseyVSilver/status/2022868724601020549) 2026-02-15T03:01Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CaseyVSilver Casey | Market Prep • Trade Tracs
Casey | Market Prep • Trade Tracs posts on X about strong, ai, stocks, market the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Week [------] +3.90%
- [--] Month [------] +58%
Mentions: [--] #
- [--] Week [---] -45%
- [--] Month [---] +40%
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- [--] Week [---] +3.10%
- [--] Month [---] +17%
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Social Influence
Social category influence stocks 66.31% finance 47.59% technology brands 19.79% cryptocurrencies 9.63% countries 7.49% financial services #1823 exchanges 2.67% automotive brands 2.14% currencies 1.07% social networks 0.53%
Social topic influence strong 19.79%, ai 18.18%, stocks #4797, market #2842, $spy #551, ceo 6.95%, $qqq #355, growth #1363, crypto 4.81%, $vrt #129
Top accounts mentioned or mentioned by @crismo999 @1769alex @stonkvalue @venu7 @remotenavigator @equitydd @tradetracs @chartsjavi @johnscharts @deepvue @patrickwalker56 @fundmyfund @jspittrades @spluscollective @venu_7_ @professorr__ @1769_alex
Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Vertiv Holdings Co (VRT) Bitcoin (BTC) Applied Materials, Inc. (AMAT) Jazz Pharmaceuticals, Inc. (JAZZ) AppLovin Corporation (APP) Credo Technology Group Holding Ltd (CRDO) Microsoft Corp. (MSFT) Bloom Energy Corporation (BE) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Sandisk Corporation (SNDK) Nurix Therapeutics, Inc. (NRIX) Arista Networks Inc (ANET) Globalstar, Inc. (GSAT) Cipher Mining Inc. Common Stock (CIFR) Roivant Sciences Ltd. Common Shares (ROIV) Lumentum Holdings Inc. Common Stock (LITE) Rivian Automotive, Inc. (RIVN) Goldman Sachs (GS) Shopify Inc (SHOP) Salesforce Inc (CRM) Spotify Technology (SPOT) Cognex, Corp. (CGNX) Fastly, Inc. (FSLY) Western Digital Corp (WDC) Cadre Holdings Inc. (CDRE) Tri Pointe Homes, Inc. (TPH) Southwest Airlines Co (LUV) Critical Metals Corp. Ordinary Shares (CRML) Astera Labs, Inc. (ALAB) Decentral Games (DG) Lam Research Corporation (LRCX) Ondas Holdings Inc. Common Stock (ONDS) Hut [--] Mining Corp. (HUT) DisChain (DIS)
Top Social Posts
Top posts by engagements in the last [--] hours
"These consumer staples stocks crushed it last month real winners in a tough market: 🚀 Bunge Global SA ( $BG ): 27.85% 🔥 Celsius Holdings ( $CELH ): 19.63% 💪 Archer-Daniels-Midland ( $ADM ): 16.34% 🥂 Constellation Brands ( $STZ ): 15.88% 🧼 The Clorox Company ( $CLX ): 14.55% 🛒 Costco Wholesale ( $COST ): 11.94% 🚭 Altria Group ( $MO ): 9.34% 🚬 Philip Morris International ( $PM ): 9.13% 🛍 Dollar General ( $DG ): 9.06% 🍗 Tyson Foods ( $TSN ): 8.83% If you missed these moves now's the time to study what drove their gains. Are you watching the same patterns Drop your thoughts below"
X Link 2026-01-27T20:19Z [---] followers, [---] engagements
"Vertiv leaps on bullish [----] outlook 🚀 Shares jump 18% premarket after beating quarterly estimates and raising full-year guidance. Revenue hit $2.88B up 23% and adjusted EPS rose to $1.36above estimates. Net income soared to $445.6M operating profit up 27% and free cash flow hit $910Mup 151%. Order book exploded 252% backlog now exceeds $15Bmore than double last year. Strong demand from hyperscale and AI-driven data centers fuels this growth. Vertiv's CEO: "Our Q4 shows our leadership in a complex market." Looking ahead [----] guidance exceeds expectations: Revenue of $13.25B$13.75B EPS of"
X Link 2026-02-11T18:19Z [---] followers, [---] engagements
"Big deal flow this week: Schroders QXO Valaris and more 🚀 Here's a quick rundown of major sector moves: 🏡 Tri Pointe Homes (TPH) soared 27% premarket after Sumitomo Forestry (SMFRF) agreed to acquire it for $4.5B Japan's push into US housing gains momentum. Schroders (SHNWF) accepted a 9.9B ($13.5B) buyout from Nuveen ending [---] years of family ownership big shift in asset management. 🛠 Great Lakes Dredge & Dock (GLDD) 4.6% premarket on news Saltchuk Resources will acquire for $1.5B strategic consolidation in infrastructure. 🏗 QXO plans to buy Kodiak Building Partners for $2.25B with a"
X Link 2026-02-14T21:15Z [---] followers, [--] engagements
"$TARS broke out today 🚀 Watched this move and it paid off. Are you sticking to your plan or chasing Share your next play"
X Link 2025-11-22T04:09Z [---] followers, [--] engagements
"$GL - Financial sector is heating up and the insurance theme has been strong for the last few weeks. Currently coming into a daily base and I would look to enter on a break and hold"
X Link 2025-12-13T18:28Z [---] followers, [---] engagements
"$BBNX is a stock I am watching closely. - Strong sector and theme - Tight price action - Contracting volume - Daily chart flag - Entry at the break of the base #Themes #Healthcare #Stocks #Trading"
X Link 2025-12-31T13:19Z [---] followers, [---] engagements
"For tomorrow the best looking sector charts are $XLK - Tech $XLC - Communications Both sectors are filled with market leaders and have been showing strong relative strength. What sectors are you watching"
X Link 2026-01-14T03:26Z [---] followers, [---] engagements
"🚀Most Net Relative Weight by Funds $INCY $SNDK $GDDY $EXPE $SPY $QQQ $VOO $IWM $LUV $MTCH"
X Link 2026-01-19T01:42Z [---] followers, [---] engagements
"$JAZZ 🔥Health Care is a leading sector 🔥Respecting support 🔥Tight price action under resistance"
X Link 2026-01-19T16:54Z [---] followers, [--] engagements
"🔥Today's Hot List🔥 $GLSI - FDA Approval $CRML - new term sheet $ADTN - Prelim Q4 Revenue $ASTS - Launching 45-60 Satellites in 2026"
X Link 2026-01-22T13:30Z [---] followers, [---] engagements
"🚀Today's Top Stocks🚀 $NRIX - Tight price action $JAZZ - Strong relative strength $VRT - Daily chart inverse head and shoulders With the market coming into highs I am waiting to see if we reject at this level before making any moves. $SPY $QQQ"
X Link 2026-01-27T13:46Z [---] followers, [---] engagements
"Big moves ahead for Marvell and Broadcom 🚀 BNP Paribas highlights these companies could thrive with Microsoft's new Maia AI chip. While Marvell likely won't supply the Maia [---] itselfGlobal Unichip may handle thatboth firms stand to benefit as Ethernet IC suppliers. Other winners Copper backplanes optical transceivers Arista Networks Credo and Astera Labs especially if active electrical cables are involved. Maia 200's design favors small-scale clusters connecting via CPU head nodes and Ethernet switchesoptimized for AI inference workloads. Deployment kicks off in late [----] with momentum"
X Link 2026-01-27T17:02Z [---] followers, [---] engagements
"🚨Earnings Tomorrow🚨 🌇Before Market Opens: $SBUX $TXT $PGR $MSCI $DHR $ELV $DG $T 🌆After Market Closes: $NOW $LUV $CHRW $IBM $LRCX $TSLA $CP $META $MSFT"
X Link 2026-01-27T21:52Z [---] followers, [---] engagements
"🚀Today's Top Stocks🚀 $NRIX $JAZZ $VRT $CIFR $GSAT $CIEN $ONDS $HUT 🚨Reminder: that with earnings season in effect it's important to check when potential positions are reporting earnings"
X Link 2026-01-28T13:37Z [---] followers, [---] engagements
"Amphenol jumps to a record quarteryet shares drop over 11% premarket. Strong earnings ($0.97 vs. $0.94 expected) and revenue ($6.44B) didn't satisfy investors. With a 140% run in the past year and a target hike to $185 expectations were high. This shows: great results don't guarantee market approval. CEO Norwitt calls it "the best quarter ever" driven by organic growth and acquisitions. But valuations are stretchedSeeking Alpha calls it a 'Hold.' Don't get caught up in hypefocus on the real story. Follow for more market insights. $APH #Earnings"
X Link 2026-01-28T13:55Z [---] followers, [--] engagements
"🚀 Novo Nordisk's Wegovy pill surpasses 16K U.S. prescriptions in just two weeks outpacing Lilly's growth in the weight loss race. After two years of decline NVO is making a strong comeback up 16% this year while Lilly slips 4%. The secret First-mover advantage with the new oral Wegovy approved in December now hitting the market. Latest data shows 26K prescriptions in one week signaling a powerful start. Watch this space: NVO is turning heads and gaining ground fast. Are you paying attention This momentum could reshape the obesity drug market don't miss out. $LLY $NVO #Wegovy #GLP-1"
X Link 2026-01-30T15:28Z [---] followers, [---] engagements
"Consumer Staples Stocks: January Declines As January closes and earnings season begins the following $10B stocks saw the biggest drops: - McCormick (MKC): -11.31% - Dollar Tree (DLTR) & General Mills (GIS): -5% - Keurig Dr Pepper (KDP) & Kraft Heinz (KHC): notable declines Ratings range from Sell (MKC) to Strong Buy (DLTR). Are these dips temporary or signaling a broader trend Share your insights. $MKC $DLTR $GIS $KDP $KHC https://twitter.com/i/web/status/2017598521159872551 https://twitter.com/i/web/status/2017598521159872551"
X Link 2026-01-31T13:59Z [---] followers, [--] engagements
"📈Earnings Monday📈 $DIS $IDXX $SPG $PLTR $NXPI"
X Link 2026-01-31T16:15Z [---] followers, [---] engagements
"🚨 This Week's Notable Analyst Calls 🚨 J&J Applied Materials Pinterest top picks and big moves The S&P [---] closed red on Friday after earnings from Apple Microsoft and Meta. Nasdaq gained 0.4% Dow dropped 0.7%. Wall Street's shifting gears with key upgrades and downgrades: 🔹 Morgan Stanley bumps J&J to Overweight sees 12% EPS CAGR through [----] with a new PT of $262 (up from $200). J&J trades at a 3x discount to the S&P. 🔹 Applied Materials gets upgraded to Outperform benefiting from rising WFE spending; PT jumps to $370. Global AI demand and chip manufacturing boost outlook. 🔹 HSBC"
X Link 2026-02-01T16:15Z [---] followers, [---] engagements
"🚀Top Stock - $RTX 🚀 Aerospace / Defense Theme Earnings [--] days out Tight price action Entry on break of resistance"
X Link 2026-02-01T19:08Z [---] followers, [---] engagements
"🚀Top Stock - $AIR 🚀 Aerospace / Defense Theme Earnings [--] days out Tight price action Entry on break of resistance"
X Link 2026-02-01T19:08Z [---] followers, [---] engagements
"🚀Top Stock - $OSS 🚀 Computer Hardware / Storage Themes Earnings [--] days out Respecting EMAs Entry on break of downtrend"
X Link 2026-02-01T19:08Z [---] followers, [---] engagements
"🚀 Top Stock - $PL 🚀 Space Theme Earnings [--] days out Holding support Entry on break of resistance"
X Link 2026-02-01T19:10Z [---] followers, [----] engagements
"Big earnings before Monday's open 🚨 Watch out for these key reports: 🎬 Disney ( $DIS ) 🥩 Tyson Foods ( $TSN ) 🔌 Aptiv ( $APTV ) 💊 IDEXX Labs ( $IDXX ) Other earnings slated for release before Monday's open include: $HESM $ISNPY $NSSC $RVTY $TWST Early moves often set the tone for the week. Stay alert trade smart. Are you ready for Monday's market action Follow for more insights. #Earnings #StockMarket https://twitter.com/i/web/status/2018123885267255454 https://twitter.com/i/web/status/2018123885267255454"
X Link 2026-02-02T00:46Z [---] followers, [---] engagements
"🔥Today's Hot List🔥 $VHUB - executive news $ORCL - AI infrastructure buildout $CRML - Austrian Gov License $USAR - Insider buying + US Gov support $UAMY - US Gov support"
X Link 2026-02-02T13:24Z [---] followers, [---] engagements
"Looking for cheap high-flyer consumer staples stocks with strong momentum Here's a quick rundown: - The Andersons (ANDE): Momentum A Valuation B - Herbalife (HLF): Momentum A Valuation A - Archer-Daniels-Midland (ADM): Momentum A- Valuation B- - TreeHouse Foods (THS): Momentum A- Valuation B - Tyson Foods (TSN): Momentum A- Valuation B- - United Natural Foods (UNFI): Momentum A- Valuation A - Altria Group (MO): Momentum B Valuation A- - The Beauty Health Co. (SKIN): Momentum B Valuation B- - Spectrum Brands (SPB): Momentum B Valuation B - Universal Corp. (UVV): Momentum B Valuation A Solid"
X Link 2026-02-02T19:02Z [---] followers, [---] engagements
"Looking for cheap healthcare stocks with high momentum These high-flyers are worth a closer look: Climb Bio ( $CLYM ) Fortrea Holdings ( $FTRE ) GRAIL ( $GRAL ) Century Therapeutics ( $IPSC ) Ironwood Pharmaceuticals ( $IRWD ) PepGen ( $PEPG ) ALX Oncology ( $ALXO ) Coherus Oncology ( $CHRS ) Contineum Therapeutics ( $CTNM ) Ekso Bionics ( $EKSO ) High momentum and attractive valuationsthese could be your next move. Stay sharp do your research and seize the opportunity https://twitter.com/i/web/status/2018427348639535466 https://twitter.com/i/web/status/2018427348639535466"
X Link 2026-02-02T20:52Z [---] followers, [---] engagements
"🚀 Top [--] Things to Watch on Tuesday Palantir (PLTR) soared 7% after-hours on MondayQ4 earnings and guidance beat Wall Street. Don't sleep on it; this could be one of Tuesday's biggest movers. Other key reports include AMDwhich closed in the greenplus Merck (MRK) Amgen (AMGN) and Pfizer (PFE). Meanwhile tariffs remain a wild card. Trump threatens to decertify Canadian aircraft and slap a 50% tariff until Gulfstream jets are certified. He also plans to cut Indian import tariffs from 25% to 18% boosting retail stocks tied to India. Stay alertthese headlines could shake the markets. Follow for"
X Link 2026-02-03T02:00Z [---] followers, [--] engagements
"Looking for high-growth tech stocks trading at attractive valuations These are your sleeper picks: ✔ Comtech Telecommunications (CMTL) ✔ CPS Technologies (CPSH) ✔ Hut [--] (HUT) ✔ Micron Technology (MU) ✔ Vistance Networks (VISN) ✔ Viasat (VSAT) ✔ Kimball Electronics (KE) ✔ Netlist (NLST) ✔ ON24 (ONTF) ✔ Photronics (PLAB) These stocks combine strong momentum with reasonable valuationsperfect for the aggressive investor. Ready to dig deeper Let's identify the next big move. Reach out or comment below $CMTL $CPSH $HUT $MU $VISN $VSAT $KE $NLST $ONTF $PLAB"
X Link 2026-02-03T14:18Z [---] followers, [---] engagements
"PayPal drops 16% premarket after disappointing Q4 earnings weak guidance and CEO exit 🔥 Revenue was $8.68B vs. $8.79B expected. EPS at $1.23 missed $1.29. Payment volume hit $475B but active users stayed flat at 439M. Transaction growth slowed to 2% with engagement waningtransactions per account down 5%. Expenses rose cash flow underwhelmed. CEO Alex Chriss is out; Enrique Lores from HP steps in March [--] to steer the ship. Guidance for [----] is bleaklow single-digit EPS growth well below estimates. The stock's decline signals growing concerns. Are you adjusting your view Now's the time to"
X Link 2026-02-03T14:33Z [---] followers, [--] engagements
"Amgen sets a bold target: $37B$38.4B in revenue by [----] 🚀 Repatha EVENITY and TEZSPIRE are igniting growth even amid biosimilar battles and price pressures. Guidance: 💰 Revenue: $37B$38.4B 🎯 EPS: $21.60$23 🤝 Operating margin: 4546% Despite seasonal headwinds early next year they project strong growth to outweigh challenges. [----] highlights: - Non-GAAP operating margin: 46% - $6B debt retired - R&D up 22% to $7.2B - Free cash flow: $8.1B - Dividend: $2.38/share (6%) Big picture: Amgen is positioned for sustained momentum. Are they your next biotech move Follow @CaseyVSilver for more"
X Link 2026-02-04T01:33Z [---] followers, [--] engagements
"🔥Today's Hot List🔥 $KELYB - 4Q Announcement $BNAI - Terminates Agreement $FORM - Earnings beat $SYM - Earnings beat"
X Link 2026-02-05T13:31Z [---] followers, [---] engagements
"Bitcoin: Is Zero Really On The Table Richard Farr just set Bitcoin's price target to zero. Not for shock valuefor the math. He says BTC isn't a dollar hedge just "a speculative instrument tied to the Nasdaq." No central bank wants it especially with Michael Saylor holding so much of the float. The mining network "Bleeding cash" inefficient and wasting energy. Michael Burry (the guy who called 2008) agrees: BTC's slide could spark a brutal "death spiral." Down 40% from the peak it's losing its narrative as gold's digital cousinjust another speculative asset now heavily correlated to the S&P"
X Link 2026-02-06T01:20Z [---] followers, [--] engagements
"Amazon is betting BIG on AI and cloud. $200B set for AWS capex through [----]. Q1 sales guidance: $173.5B to $178.5B. AWS just posted $35.6B in revenueup $2.6B from last quarter. Ad revenue $21.3B up 22% YoY. Worldwide paid units grew 12% the fastest quarterly jump in years. Amazon isn't slowing down. [--] satellite launches planned for [----]. Pumping cash into international expansion and one-hour delivery. Margins rising. Cash flow up 20% YoY to $139.5B. Even after $2.4B in special charges the growth story is loud and clear. Amazon is playing for the long game and rewriting the rules again. Are"
X Link 2026-02-06T01:22Z [---] followers, [--] engagements
"IREN just posted a brutal Q2: Shares slid 9% after-hours as the company's pivot from bitcoin mining to AI cloud infrastructure hammered earnings. Net loss: $155M vs. $384M net income last quarter. Revenue: $185M missing estimates and down from Q1. Bitcoin mining revenue tanked to $167M from $233M. AI cloud revenue grew but it's still a small sliver. Most of the pain came from big non-cash lossesthink impaired mining gear and complex convertible notes. Leadership says demand for their AI cloud is surging. But here's the question: can IREN survive the pain of transition and come out stronger or"
X Link 2026-02-06T01:27Z [---] followers, [--] engagements
"Massive Q4 shock for MicroStrategy: Despite higher software revenue MSTR just posted a jaw-dropping $42.93 loss per shareover double Wall Street's worst expectations. Here's what happened: - Bitcoin cratered 26% in Q4 - MicroStrategy's unrealized losses ballooned to $17.5B (up from $1.1B a year ago) - They're now holding [------] BTC at an average cost of $76Kwhile Bitcoin trades below $65K Even raising $25.3B in capital wasn't enough to offset the crypto plunge. The call's at 5pm ET. If you're holdingor watching from the sidelineswhat would you ask Michael Saylor right now Drop your toughest"
X Link 2026-02-06T01:30Z [---] followers, [--] engagements
"Reddit just dropped a bombshell: they're projecting over 50% revenue growth for Q1 [----] and launching a $1B share buyback. CFO Andrew Vollero expects Q1 [----] revenue to hit up to $605Mup to 54% higher than last year. EBITDA margins stand strong at 36%. Stock-based comp will stay in the high teens as a % of revenue. Q4 already set the pace: $726M revenue (up 70%) advertising up 75% net income at $252M and free cash flow at $264M. ARPU jumped 42% to $5.98. U.S. revenues climbed 68%; international 78%. They're also streamlining user metrics for sharper reporting. Reddit's strategy is clear:"
X Link 2026-02-06T01:39Z [---] followers, [--] engagements
"Atlassian is on a tear. Record-breaking $1B in cloud revenue last quarterup 26% YoY. Annual run rate smashed $6B. RPO soared 44% to $3.8Baccelerating for the third straight quarter. AI adoption and enterprise expansion are fueling the momentum. Gross margins keep climbing as management reins in AI costs. Teamwork Collection hit 1M seats in just [--] months. Leadership isn't backing down: Still targeting 20% revenue growth and 25% operating margins through FY27. Cloud migrations Still a solid mid-to-high single-digit booster for revenue. If these are Atlassian's "conservative" numbers imagine"
X Link 2026-02-06T01:41Z [---] followers, [--] engagements
"🔥Today's Hot List🔥 $DAVE - Preliminary Q4 Revenue $RBLX - Earnings beat $NVST - Earnings beat $BE - Earnings beat $ROIV - Phase [--] results"
X Link 2026-02-06T13:11Z [---] followers, [--] engagements
"Swing trading just hit a wall.🧱 Market volatility and wild rotations have made my usual system unreliable. So I'm shifting gearsback to day trades until the swings settle down. Here's the momentum watchlist I'm tracking right now: $LITE $UI $NVST $ROIV Adapt or get left behind. Which tickers are on your radar today https://twitter.com/i/web/status/2019763768717103434 https://twitter.com/i/web/status/2019763768717103434"
X Link 2026-02-06T13:23Z [---] followers, [---] engagements
"🚀Today's Market Dashboard🚀 $SPY $QQQ $LITE $ROIV $UI https://casey.tradetracs.com/market-dashboard https://casey.tradetracs.com/market-dashboard"
X Link 2026-02-06T13:36Z [---] followers, [---] engagements
"@RemoteNavigator $ONDS is getting nice volume premarket and is up over 3% I am going to watch it for an ORB entry"
X Link 2026-02-06T13:53Z [---] followers, [---] engagements
"@equitydd $LITE and $GLW are two of my top watches today for ORB entries on the intraday charts. $LITE paticularly is getting nice volume in premarket"
X Link 2026-02-06T13:54Z [---] followers, [---] engagements
"The Dow just smashed through [-----] for the first time ever. [---] years to hit this milestonehow long until [------] But Monday brings fresh catalysts: [--] MongoDB (MDB) reports earnings. With AI demand exploding and its consumption-based pricing model MDB's up 46% in six months. Could this be the next rocket [--] Dallas Fed Manufacturing Survey drops. Last month saw an uptickwill the recovery stick Plus watch the Survey of Consumer Expectations especially after inflation fears crept up in December. [--] Will the Dow hold [-----] More than [----] points gained in a month. Now everyone's watching: does this"
X Link 2026-02-07T02:51Z [---] followers, [--] engagements
"Wild week ahead: Markets Crypto and Super Bowl aftershocks are brewing. ⚡🏈 Monday: Volatility is front and center. AppLovin (APP) and Bloom Energy (BE) are flashing red on options volume. Crypto names like MicroStrategy (MSTR) MARA and RIOT are in for a ride with Bitcoin down 20% YTD. Some stocks look overheated (TCGL PKST) others left for dead (PYPL GRND). Big names reporting: Apollo (APO) On Semi (ON) Loews (L). Watching IPO actionAGI Arko Petroleum and Clear Street debut while Bullish and others exit lockup. Ex-dividend: Apple IBM Eli Lilly. Becton Dickinson's spinoff and merger could"
X Link 2026-02-07T03:08Z [---] followers, [---] engagements
"Talk about a breakout move. Bill Holdings (BILL) just soared 32% after news broke that Hellman & Friedman is in talks to buy the payments powerhouse. Private equity giants are circling. Multiple firms are eyeing BILL and Bloomberg says negotiations have been heating up. But nothing's finalthese deals can change fast. Here's the kicker: BILL was already ripping higher on blowout earnings and strong guidance before any buyout chatter hit the wire. Big money is paying serious attention. If you're watching BILL what's your move Buying the rumor selling the news or waiting for the dust to settle"
X Link 2026-02-07T03:13Z [---] followers, [--] engagements
"FDA is cracking down on copycat weight-loss drugsand Hims & Hers is right in the crosshairs. After rolling out a cheaper version of Novo Nordisk's Wegovy pill Hims & Hers stock jumped. but the party didn't last. The FDA Commissioner called out "illegal mass marketing" and Novo fired back with legal threats. Result HIMS shares tumbled and now the entire telehealth sector is on alert. This is a wake-up call: If you're trading healthcare disruptors watch regulators closely. Momentum can vanish overnight. Would you risk holding HIMS or sit this one out Drop your take below. $HIMS $NVO $LLY"
X Link 2026-02-07T03:18Z [---] followers, [---] engagements
"@StonkValue FDA is coming down hard on $HIMS over copy cat GLP-1 drugs. This has been going on for awhile and I assume they are making so much profit from it they feel would rather pay fines then give it up"
X Link 2026-02-07T03:22Z [---] followers, [---] engagements
"@1769_alex $RIVN weekly base is something I have been watching for a while I thought I missed it a couple of months back but it came back down"
X Link 2026-02-07T03:26Z [---] followers, [---] engagements
"Big money is moving behind the scenes. Here's what top execs bought and sold this week: JNJ CEO dumped $22M in shares (still holds 307K shares) Merck's U.S. President offloaded $1.8M Micron's EVP cashed out $10.4M Goldman Sachs: CEO trimmed [---] shares Treasurer dropped $2.6M Morgan Stanley's co-president sold $6M Intel CFO bought nearly $250Kdoubling down Abbott Labs CEO added $2M to his stack GameStop director scooped $114K worth IBM director stepped in with $304K CRISPR's CMO made a small but clear buy Watch what the insiders donot what they say. Which move stands out to you Drop your take"
X Link 2026-02-07T17:13Z [---] followers, [--] engagements
"Major crisis averted for U.S. oil refineries. Late Friday the United Steelworkers union clinched a new four-year pay deal with Marathon Petroleum narrowly dodging a nationwide strike that threatened [-----] jobs and two-thirds of America's refining capacity. Workers fought for a 25% raise but settled for 4% hikes in years one and four and 3.5% in the middle years. Not ideal for many but better than a shutdown. Factories will start moving to the new contract immediately. But don't get too comfortablelocal disputes could still spark strikes at individual plants. Just this week union workers at"
X Link 2026-02-08T01:21Z [---] followers, [--] engagements
"VanEck Oil Refineries ETF symbol is $CRAK That made me lol"
X Link 2026-02-08T01:22Z [---] followers, [--] engagements
"Big shakeup in the weight loss drug market: Hims & Hers is pulling its copycat Wegovy pill after threats from Novo Nordisk and pressure from the FDA. They announced this move after "constructive conversations"but let's be honest: legal action was looming. This is what happens when you challenge pharma giants on their turf. Innovation or infringement Would you risk it as an entrepreneur Drop your take below Is this fair play or overreach $HIMS $NVO $LLY #FDA #GLP-1 https://twitter.com/i/web/status/2020307562051010874 https://twitter.com/i/web/status/2020307562051010874"
X Link 2026-02-08T01:23Z [---] followers, [---] engagements
"AI showdowns. New frontiers. Big brands betting billions. Super Bowl LX isn't just a gameit's a marketing arms race beamed into millions of living rooms. OpenAI and Anthropic are bringing their rivalry front and center trading jabs and staking claims on the future of AI live during the biggest television event of the year. Anheuser-Busch is back with over two minutes of adsBudweiser's honoring [---] years Bud Light is going big with celebrities and Michelob Ultra's working the wellness angle ahead of the Olympics and World Cup. Instacart goes weird with "Bananas" Rocket Mortgage teams up with"
X Link 2026-02-08T01:29Z [---] followers, [--] engagements
"Red week for tech 📉 crypto chaos 💥 but surprises everywhere. Wall Street just rode a wild rollercoaster: - Tech dived dragging most of the Magnificent Seven downeven with solid Q4 earnings. - Dow defied gravity topping [-----] for the first time 🚀 powered by Nvidia and chip stocks. - Bitcoin plunged to $60230 then staged a 14% comeback but is still 43% off its highs. Standouts and shockers: - Palantir blew out revenue estimates (69% YoY) and expects even bigger [----] numbers. - Walmart quietly joined the $1T club the first retailer ever 🛒. - Stellantis reset its EV plans taking a massive"
X Link 2026-02-08T03:00Z [---] followers, [--] engagements
"I agree that this is short term pressure will lead to some more action down but will setup an awesome buying opportunity. I am interested to see how they pivot from compounding the GLP-1 drugs since it was a big revenue producer. My thinking is they will make a deal with $LLY since $NVO hates them lol. https://twitter.com/i/web/status/2020333066082746794 https://twitter.com/i/web/status/2020333066082746794"
X Link 2026-02-08T03:05Z [---] followers, [--] engagements
"Tech's earnings blowout 🚀: [--] out of [--] S&P [---] giants just dropped serious EPS growth. Here's what stood out: - [--] of [--] crushed EPS estimates 💥 - [--] of [--] topped revenue - Palantir: 69% revenue new guidance WAY above estimates 📈 - AMD: Blew out revenue (34%) but stock got hit - Super Micro: Revenue more than doubled huge beat - Qualcomm: Missed guidance shares tumbled 📉 - Fortinet: Beat on all fronts bullish full-year outlook 🟢 Only Skyworks and Gartner failed to grow EPS year-over-year. Big picture: Tech is flexing real strength even with some stumbles. Next week Major players like"
X Link 2026-02-08T03:16Z [---] followers, [--] engagements
"123 S&P [---] companies reported this week. Here's what really happened: - [--] beat EPS expectations. [--] actually grew YoY earnings. - [---] beat revenue estimates. [---] posted YoY revenue growth. Who stole the show Mixed results across giants: - Amazon 📉 fell 10% after revealing $200B in AI chips robotics and satellite spending plansinvestors aren't sold on the future yet. - Alphabet ✔ beat on profit but warned of massive AI costs ahead. - Palantir 🚀 soared 7% Trump-era deals and bullish guidance lit a fire. - AMD 📉 tanked posting its worst drop in [--] years as the AI hype fizzled. - Pfizer 💊"
X Link 2026-02-08T03:20Z [---] followers, [--] engagements
"👀 $FIGR is at an interesting spot Looking at the daily chart for $FIGR it is currently coming into a key IPO level which should create strong support. I plan to watch for the action at this level watch if $BTC can stabilize and take entry on a convincing bounce. $FIGR $BTC #Crypto #BlockChain https://twitter.com/i/web/status/2020340215240384689 https://twitter.com/i/web/status/2020340215240384689"
X Link 2026-02-08T03:33Z [---] followers, [--] engagements
"Stop panicking about the U.S. labor market. The data isn't signaling collapsejust constraint. Bank of America economists pinpoint [--] sectors that will steer job growth in 2026: [--]. Education & Healthcare: The engine of job gainsdemographics and AI-proof roles keep hiring strong. [--]. Construction: Poised to rebound fueled by AI infrastructure and lower ratesbut labor shortages loom. [--]. Professional Services: AI is squeezing routine jobs but rewarding specialized skills. [--]. Leisure & Hospitality: Stimulus boosts demand but tight immigration policy keeps growth in check. [--]. Trade Transportation &"
X Link 2026-02-08T14:58Z [---] followers, [--] engagements
"Pfizer's big obesity drug flops. Novo Nordisk steps up the oral game. Trump launches a discount drug site. AI is coming for pharma. Here's your no-fluff healthcare recap: 🔹 Dow hits [-----] for the first timerecord close. S&P [---] Health Care Index dipped but a few stocks went wild: - DaVita 28.8% - Molina Healthcare -26.7% 🔹 Pfizer's obesity therapy showed just 12% weight lossbelow the 15-20% from Novo Nordisk and Eli Lilly. Investors weren't impressed. 🔹 Novo Nordisk will launch Ozempic pills in [----] pushing the oral weight-loss battle forward and applying for even higher-dose approvals. 🔹"
X Link 2026-02-08T15:02Z [---] followers, [--] engagements
"Get ready for a tidal wave of earnings. This week it's not just a few big namesit's nearly every corner of the market stepping up: Ford Coca-Cola McDonald's Cisco Shopify Gilead Moderna BP Airbnb Coinbase. and so many more. We'll see: - Old-school giants vs. high-growth disruptors - Big swings in tech and healthcare - Crucial signals from energy utilities and REITs When these companies report watch for surprises in margins capital spending demand and future guidance. A single headline could shift entire sectors. Want to know which results I'm watching closestand why Hit reply and let's break"
X Link 2026-02-08T16:39Z [---] followers, [--] engagements
"Eli Lilly just dropped $350M to supercharge cancer & immune drug innovation with Innovent. 🚀 This marks their 7th team-up in [--] yearsa proven formula for bringing breakthrough medicines to market faster. Here's how it works: - Innovent leads early R&D in China driving new therapies from the lab to proof-of-concept. - Lilly takes over for global development and commercialization except in Greater China. Potential payout for Innovent Up to $8.5B plus royalties. No details yet on the number of drug candidates or timelines but the focus is clear: tackling cancer and immune-related diseases where"
X Link 2026-02-08T16:41Z [---] followers, [--] engagements
"🔥Weekly Prep is live 🔥 📊Week of 2/9/2026 📊 Breaking down the strongest themes sector rotation market breadth and top stock setups heading into next week 🚨Don't trade blindget the edge first🚨 $XLV $XLP $XLI $LLY $DG $TSN $VIAV $ANAB $PRAX $COGT $SPY $QQQ #Trading #StockMarket #WeeklyPrep https://casey.tradetracs.com/post/weekly-prep-week-of-2-9-2026 https://casey.tradetracs.com/post/weekly-prep-week-of-2-9-2026 https://casey.tradetracs.com/post/weekly-prep-week-of-2-9-2026 https://casey.tradetracs.com/post/weekly-prep-week-of-2-9-2026"
X Link 2026-02-08T18:57Z [---] followers, [---] engagements
"🚨Major earnings before the open Monday🚨 Cleveland-Cliffs ( $CLF ) Pagaya Technologies Ltd. ( $PGY ) Becton Dickinson and Company ( $BDX ) Apollo Global Management ( $APO ) Ltd. ( $MNDY ) Other earnings slated for release before Monday's open include: $AIOT $AVXL $CNA $DT $HAIN $KD $L $MPAA $POWW $SBH $SOHU $TPG $UNCRY $UVV $WAT http://Monday.com http://Monday.com"
X Link 2026-02-09T03:53Z [---] followers, [---] engagements
"🔥Today's Hot List🔥 $DT - Earnings beat $XAGUSD - Silver up $XAUUSD - Gold up $KR - New CEO $OFRM - New IPO"
X Link 2026-02-09T12:32Z [---] followers, [---] engagements
"drops on revenue outlook miss 📉 For 1Q [----] they expect revenue of $338-340M below the $342.87M consensus. Full-year forecast: $1.452-1.462B vs. $1.48B expected. Despite beating Q4 expectations with $334M (25%) EPS dipped 3% to $1.04. Net dollar retention hit 110% with key customers at 116%. RPOs surged 37% to $839M signaling strong pipeline. CEO highlights solid fundamentals despite FX headwinds impacting margins. The story: growth is real but near-term pressure remains. Is this a buying opportunity or a warning sign Follow @CaseyVSilver for more market insights. $MNDY #Earnings"
X Link 2026-02-09T12:36Z [---] followers, [--] engagements
"🚨 Big update from Wedbush: Salesforce (CRM) and ServiceNow (NOW) are back on the AI [--] list after being removed in December Despite the recent software sell-off analysts argue the AI revolution is just getting started these giants are NOT dead. They see a 10-year cycle ahead with AI-driven growth accelerating for enterprise leaders like Salesforce and ServiceNow. Rough days for tech Maybe. But the market's overestimating the doom AI's tailwinds will drive these stocks higher. Remember the AI wave is in early days. CIOs and enterprises are just beginning to leverage AI's potential and these"
X Link 2026-02-09T12:41Z [---] followers, [--] engagements
"Breaking: Novo Nordisk files lawsuit against Hims & Hers over Wegovy knockoffs 🚨 Novo accuses HIMS of copying its patented semaglutide weight loss therapyspecifically U.S. Patent [-------]. HIMS had been selling compounded versions since [----] due to GLP-1 shortages including their own oral obesity pill. Last week HIMS announced plans for low-cost Wegovy copies but faced regulatory pushback. Now they've paused sales after talks with industry stakeholders. Novo criticizes HIMS for misleading consumers about unapproved drugs' safety and benefits especially after abruptly discontinuing their"
X Link 2026-02-09T12:43Z [---] followers, [--] engagements
"Cathie Wood's Ark Invest is going all-in on the future buying the dip in tech and crypto giants. This week they swooped into AI infrastructure semiconductors and cryptowhile trimming positions in ad-tech and consumer internet. Highlights: - Bought 161K shares of AMD ($33M) across multiple funds doubling down on chips. - Added nearly 150K shares of Alphabet (GOOG) ($50M) and a hefty stake in CoreWeave (CRWV) ($22M). - Raised exposure to crypto: 285K shares of ARK Bitcoin ETF ($7M) 1.53M of Bullish ($40M) 217K of Circle ($13M) plus a $41M bet on Robinhood (HOOD). Meanwhile they pared Coinbase"
X Link 2026-02-09T12:52Z [---] followers, [--] engagements
"Upwork sets sights on 6%-8% revenue growth for [----] amid AI boom and SMB momentum 🚀 Guidance is clear: - GSV growth of 4%-6% - Revenue between $835M and $850M - Adjusted EBITDA margin of 29% (about $240M-$250M) Q1 [----] outlook: - Revenue: $192M-$197M - EBITDA: $45M-$47M - EPS: $0.26-$0.28 Management expects a lift in H2 [----] with major contributions in [----]. Last quarter: - GSV hit over $1B up 5% per new client YoY - GSV per new client increased 5% YoY - Churn improved by [---] basis points - Marketplace take rate hit 19% up from 18.1% - Marketplace revenue up 5% YoY - Gross margin: 78% -"
X Link 2026-02-10T02:26Z [---] followers, [--] engagements
"🚨 Former FDA Chief warns: Hims & Hers could face DOJ action over unapproved GLP-1 rival Scott Gottlieb reveals that HIMS attempted to sell an unapproved oral semaglutide mimicking Novo Nordisk's drug. The FDA's quick referral to the DOJ signals serious enforcement including possible injunctions or seizures. Gottlieb questions: Why have a drug approval process if companies can just market untested formulations directly to consumers Hims & Hers claims to have a novel liposomal technology but it hasn't been tested or approved making it an unapproved drug. Novo Nordisk has invested $1.8 billion"
X Link 2026-02-10T02:31Z [---] followers, [--] engagements
"Cleveland-Cliffs (CLF) just took its biggest hit in three monthsdown 16.5% in one day. Why Q4 revenue of $4.3B missed Wall Street's $4.6B forecast and a full-year loss of $1.4B signals deeper troubles. Weak auto sector production a costly contract expiring with ArcelorMittal and tariffs hit profits hard. CEO Goncalves says "improvements" are coming but costs will spike next quarter due to rising utility prices and changing product mix. Plus asset deals with Posco are delayed into H1 the stakes are high. The message is clear: tough times but potential for a rebound if the company capitalizes"
X Link 2026-02-10T02:34Z [---] followers, [--] engagements
"Big day for earnings before the market opens Tuesday 🚀 Key reports to watch: - Coca-Cola ( $KO ) - CVS ( $CVS ) - BP ( $BP ) - Duke Energy ( $DUK ) - Datadog ( $DDOG ) Plus dozens moreincluding $AZN $GIL $HAS $INMD and $SPOT that could move the markets. Every report is a story waiting to unfold. Stay alert analyze closely and be ready to act. What earnings surprise or miss are you expecting Drop your thoughts below. https://twitter.com/i/web/status/2021051064577847298 https://twitter.com/i/web/status/2021051064577847298"
X Link 2026-02-10T02:38Z [---] followers, [---] engagements
"Palantir just smashed Q4 with 70% revenue growth$1.41B beats estimates. 🚀 The U.S. commercial sector skyrocketed 137% now making up 77% of revenue with 93% YoY growth. Big deals are happening fast180 deals over $1M including [--] over $10M. Their shift to an "AI operating system" is paying off: contracts like the $448M ShipOS with the Navy cut planning from [---] hours to [--] minutes. But is the valuation justified Trading at nearly 50x forward sales some see this as a risky AI hype rush. Can Palantir's tech truly justify the premium The debate is fierce: Can their moat outpace lofty multiples or"
X Link 2026-02-10T02:41Z [---] followers, [--] engagements
"Taiwan's Vice Premier makes it crystal clear: "Moving 40% of Taiwan's semiconductor capacity to the U.S. is impossible." She told the Trump administration directlyno ambiguity. While the U.S. pushes for more chip manufacturing stateside Taiwan's focus remains rooted at home expanding investments there. Taiwan Semiconductor (TSM) is the backbone for giants like Nvidia and AMD. This isn't just politicsit's a critical reminder of where global tech power truly resides. Stay tunedsupply chain shifts are just getting started. What are your thoughts on the future of global chip dominance Drop a"
X Link 2026-02-10T02:42Z [---] followers, [--] engagements
"Big news at Workday: Co-founder Aneel Bhusri is back as CEO effective immediately. He's stepping up as AI transforms the landscape trust me no one's better suited to lead this next chapter. Carl Eschenbach steps down from the CEO role and board but stays on as a strategic advisor to Aneel. This move signals confidence in Bhusri's vision and deep roots in Workday's culture. The question is: how will this shift accelerate Workday's growth in the AI era Stay tuned this could be a game-changer. What's your take on this leadership switch Drop your thoughts below. $WDAY #StockMarket #Founder"
X Link 2026-02-10T02:44Z [---] followers, [--] engagements
"Breaking: Capitalwatch retracts its negative report on AppLovin (APP) after uncovering major inaccuracies. They admitted the report falsely linked shareholder Hao Tang to financial crimes and took immediate action: "We are removing passages related to Mr. Tang" and "apologize for the distress caused." This is a reminder: misinformation can damage reputations fast. Always verify facts before jumping to conclusions. Stay vigilant misinformation spreads quickly. Follow for more market updates and insights. $APP #StockMarket #Fraud https://twitter.com/i/web/status/2021052987817300320"
X Link 2026-02-10T02:45Z [---] followers, [---] engagements
"@equitydd $CRDO is on top of my list tomorrow they are gapping up strong AH"
X Link 2026-02-10T03:15Z [---] followers, [---] engagements
"@1769_alex You crushed this trade you called for the bounce well done"
X Link 2026-02-10T03:17Z [---] followers, [--] engagements
"@StonkValue $SERV is a robotics name I really like and think its a good buy at $11"
X Link 2026-02-10T03:27Z [---] followers, [---] engagements
"🔥Today's Hot List🔥 $CRDO - Preliminary revenue beat $ICHR - Earnings beat $NKTR - Positive therapy data $SPOT - Earnings beat $DDOG - Earnings beat https://casey.tradetracs.com https://casey.tradetracs.com"
X Link 2026-02-10T13:19Z [---] followers, [---] engagements
"🚀Today's Market Dashboard🚀 $SPY $QQQ $CRDO $ICHR $EVMN https://casey.tradetracs.com/market-dashboard https://casey.tradetracs.com/market-dashboard"
X Link 2026-02-10T13:36Z [---] followers, [---] engagements
"Import and export price growth slowed sharply in December. U.S. import prices edged up just 0.1% M/Mmatching expectations but a slowdown from 0.4% in November. Export prices rose 0.3% beating forecasts and down from 0.5% in November. Year-over-year import prices stalled while exports gained 3.1%. The BLS report was delayed due to the government shutdownadding extra uncertainty to the data. Stay alertthese trends could signal shifts in supply chain inflation. Follow me for insights on market movements and how to stay ahead. $SPY $QQQ #StockMarket"
X Link 2026-02-10T13:42Z [---] followers, [--] engagements
"Big news: xAI co-founder Tony Wu has resigned. He calls the company and team "family"says they'll stay with him forever. Wu reflected on the battles the innovation and the future of AI: "A small team armed with AIs can move mountains." He thanked Elon Musk for believing in the mission and for an incredible journey. Wu joined xAI after a stint at Google and its recent acquisition by SpaceX. What's next for AI innovation Stay tuned. Follow for more insights on tech breakthroughs and leadership shifts. #xAI #SpaceX $TSLA https://twitter.com/i/web/status/2021218754810589570"
X Link 2026-02-10T13:44Z [---] followers, [--] engagements
"Fear is creeping higherGoldman's Panic Index is near historic extremes. According to analyst Gail Hafif the last reading hit [----] combining 1-month S&P implied volatility VIX moves put-call skew and term structure slopes. These metrics suggest we're close to max fear among investors. Meanwhile the latest Seeking Alpha survey shows investors still see roughly 10% upside for the S&P [---] by year-endaround [----]. Are market fears just noise or a warning sign Stay alert and keep your strategies flexible. What are you watching right now Drop your thoughts below. $SPY $QQQ $VIX $GS #StockMarket #Fear"
X Link 2026-02-10T13:46Z [---] followers, [--] engagements
"🚀 Taiwan Semiconductor (TSM) surges after January sales jump 37% YoY Shares climb 3% premarket as revenue hits NT$401B a 36.8% YoY increase driven by booming AI demand. TSMC supplies chips for giants like Apple Nvidia and AMD fueling this explosive growth. Revenue rose nearly 20% from December and estimates for [----] point to nearly 30% growth outpacing analyst expectations. C.C. Wei confirms AI's rapid expansion with AI accelerators making up a high teens percentage of revenue in [----]. The AI boom isn't slowing down are you riding the wave Follow @CaseyVSilver for more market insights. $TSM"
X Link 2026-02-10T13:48Z [---] followers, [--] engagements
"📊 Watchlist Update 👀 [--] stocks on my radar: 📌 $PHG @ $32.30 📌 $ICHR @ $42.50 📌 $TSM @ $367.60 📌 $NKTR @ $47.50 📌 $EVMN @ $38.50 📌 $CRDO @ $150.00 🔗 https://casey.tradetracs.com https://casey.tradetracs.com"
X Link 2026-02-10T14:13Z [---] followers, [---] engagements
"@Venu_7_ $BE weekly chart is gorgeous also multi-timeframe analysis on higher levels is a very strong probably factor I love this call out"
X Link 2026-02-10T20:15Z [---] followers, [---] engagements
"@ChartsJavi Thanks for sharing this I gloss over stocks like $HD a lot looking for high beta names its a sickness lol. I will only look when they are called out with a visual like this so I appreciate it. Its coming into a nice resistance level"
X Link 2026-02-10T20:17Z [---] followers, [--] engagements
"@Venu_7_ Right now I think $ENPH has the best earnings flag setup forming. I am making a list as the season goes on and they are on top right now"
X Link 2026-02-10T20:19Z [---] followers, [---] engagements
"@RemoteNavigator Thanks for calling this out I really like $TE its in a solid theme and its daily chart shows a lot of relative strength"
X Link 2026-02-10T20:23Z [---] followers, [---] engagements
"@Crismo999 Between the $TSM earnings and US Gov tariff news about not applying tariffs to Semis I expected a better reaction too. Lutnick made comments today about $NVDA needing to follow guardrails for selling to China"
X Link 2026-02-10T21:24Z [---] followers, [--] engagements
"Here's what you need to watch for on Wednesday: Markets wavered on TuesdayNasdaq down 0.6% S&P [---] off 0.3% Dow 0.1%. Investors are digesting fresh retail sales data. Now the key focus areas: [--]. Nonfarm payrolls Do they confirm ongoing labor-market cooling Unemployment and participation rates will reveal clues about worker re-entry wage pressure and Fed policy room. [--]. McDonald's earnings Watch for same-store sales pricing strategies traffic trends and margins. International demand and consumer spending in a volatile macro environment are on the line. [--]. Cisco Systems earnings Focus on"
X Link 2026-02-10T22:23Z [---] followers, [--] engagements
"Lyft hits a record-breaking quarteranother step closer to closing the gap with rivals 🚀 Gross bookings up 19% to $5.1B active riders near 30M and revenue hitting $1.8B (beating estimates) Lyft proves its growth engine is firing. Adjusted EBITDA soars 37% to $154M; profits per share hit $6.72 driven by a $2.9B tax benefit. They also launched a $1B share repurchase signaling confidence in long-term growth. [----] was a standout year with record cash flow over $1.1B and all-time-high performance across metrics. With global expansion autonomous plans and major partnerships Lyft is eyeing $25B in"
X Link 2026-02-10T22:25Z [---] followers, [--] engagements
"Robinhood falls 7.7% after-hours as crypto revenue drops 38% dragging Q4 earnings. EPS beats estimates ($0.66 vs. $0.64) but revenue misses at $1.28Bbelow expectations. Crypto revenue down sharply while options and equities grow YoY. Operating expenses rise 18% to $2.6B. Net deposits hit $15.9B up 19%. Adjusted EBITDA at $761M below forecasts. Crypto's struggles are impacting Robinhood's outlook. Are you adjusting your strategy Follow @CaseyVSilver for market updates. $HOOD $COIN #Earnings #StockMarket https://twitter.com/i/web/status/2021350117396152430"
X Link 2026-02-10T22:26Z [---] followers, [---] engagements
"Ford's [----] outlook 🚗💰: Expect $8-$10B in adjusted EBIT driven by cost cuts and smarter product mixes. They're planning $9.5-$10.5B in capex $5-$6B in free cash flow and see Ford Pro hitting $6.5-$7.5B EBIT. Despite $4B-$4.5B losses in Model e improvements in warranty costs and $1B in industrial savings set the stage for stronger margins. Tariffs should dip by $1B thanks to a full-year credit expansion. Ford's investing $1.5B in Energy while prepping for $7B in EV strategy charges and divestments. FY21 results: $6.8B adjusted EBIT despite headwinds from fires and tariffs. Ford Pro hit $66B"
X Link 2026-02-11T02:15Z [---] followers, [--] engagements
"Astera Labs surprises with Q4 profits that beat estimatesshares drop 5% after hours. revenue hit $270.6M up 91.8% YoY and EPS stood at $0.58far above expectations. CEO Jitendra Mohan: "Record revenue 115% annual growth and a booming market for our connectivity platform." They're ramping R&D and opening a new design center in Israel to stay ahead. Looking ahead Q1 revenue forecast: $286M-$297M with EPS around $0.53-$0.54again beating estimates. Plus CFO transition announcedMike Tate moves to strategic advisor; Desmond Lynch steps in. Big numbers strategic shifts and growth momentum. Are you"
X Link 2026-02-11T02:20Z [---] followers, [---] engagements
"@1769_alex I am totally with you zooming out $EOSE looks fine its trading in a big base and its currently at the bottom of the base where buyers have kept stepping in"
X Link 2026-02-11T02:31Z [---] followers, [---] engagements
"@StonkValue I was surprised too; they announced their CFO is leaving so I wonder if that played into it"
X Link 2026-02-11T03:39Z [---] followers, [---] engagements
"Big win for Palantir: they've extended their multi-year deal with Airbus to power Skywise 🚀 Since [----] Palantir has been the backbone of Airbus's data platformconnecting aircraft operations and engineering data used by airlines worldwide. Over [-----] users rely on Skywise daily. This extension means Airbus can continue migrating to sovereign cloud environments boosting data security and regulatory compliance as global rules evolve. Palantir's French team has been integral to expanding Skywise's capabilities for nearly a decade helping aerospace giants boost efficiency amid rising costs and"
X Link 2026-02-11T03:44Z [---] followers, [--] engagements
"Big move in yields after January's jobs report 🚀 Treasury yields surged10-year hitting 4.21%as nonfarm payrolls blew past expectations with 130K new jobs double the forecast. Yields across the curve rose sharply: - 2-year: [--] bps to 3.56% - 30-year: [--] bps to 4.83% The job market remains strong but the unemployment rate ticked up slightly to 4.3%. Markets now see a rate cut in July instead of Junechanging the timeline on Fed expectations. This shift could impact stocks bonds and your trading plans. Stay aheadadjust your strategies now. Are you ready for the implications Drop your thoughts"
X Link 2026-02-11T14:28Z [---] followers, [--] engagements
"@equitydd I was watching $VRT reaction to this as well not a gap a go but totally putting it on the Earnings Flag watch for a trade later on"
X Link 2026-02-11T15:23Z [---] followers, [--] engagements
"@Venu_7_ $MU and $SNDK have not given many entries lately and with them finally consolidating I am totally keeping these two on watch"
X Link 2026-02-11T15:25Z [---] followers, [---] engagements
"@johnscharts @Deepvue something else I like about $GDX besides all the things you mentioned is that it respects EMAs and Support levels"
X Link 2026-02-11T15:27Z [---] followers, [--] engagements
"The Fed's about to cut rates way more than anyone expects more than just two times says David Einhorn. 🚨 He predicts a bold cycle of rate cuts driven by political pressure and a new Fed leadership aligned with Trump's vision for ultra-low rates. Einhorn: "A whole bunch of cuts are coming." He's betting big on this move positioning heavily in SOFR futures a trade that's already paying off. Despite a strong economy he argues productivity gains and high margins give the Fed room to ease further. The question: Are markets underestimating the speed of this shift If Einhorn's right this could"
X Link 2026-02-11T18:15Z [---] followers, [--] engagements
"Big moves from Pershing Square: they sold Hilton and Chipotle added Meta in the past year. While Chipotle and Nike dragged performance they boosted core holdings like Amazon Meta and Hertzseeing high-growth opportunities. In [----] their NAV grew 20.9% with a 33.9% return for shareholders. They're betting big on megacaps trading at attractive valuations with total assets near $20B. Top performers Alphabet (10.3%) Fannie Mae (5.8%) Freddie Mac (5%). They're building a portfolio of high-quality giantsbelieving these stocks offer the best growth and value. Are you paying attention to these"
X Link 2026-02-11T18:18Z [---] followers, [--] engagements
"@PatrickWalker56 Awesome entry on $SNDK it has not given many setups lately and finally is giving something tradeable"
X Link 2026-02-11T18:24Z [---] followers, [--] engagements
"@fundmyfund $TER is so strong I missed an entry at the end of January that I am kicking myself for"
X Link 2026-02-11T18:25Z [---] followers, [--] engagements
"Robinhood remains bullish on crypto but also continues diversifying CEO Tenev says. Robinhood Markets (HOOD) is "in the long run very bullish on the crypto industry" CEO Vlad Tenev said in a broadcast interview on Wednesday the day after the company's Q4 earnings reflected the impact of falling bitcoin prices. For example after the company's earnings call on Tuesday evening Robinhood (HOOD) announced the launch of its public testnet for Robinhood Chain in its bid to accelerate the development of onchain financial services. The current phase allows developers to build and verify apps on the"
X Link 2026-02-11T20:42Z [---] followers, [--] engagements
"Crypto lender BlockFills suspends deposits and withdrawals amid market chaos 🚨 With Bitcoin dropping more than 50% from its October [----] peak extreme volatility has hit hard. In response BlockFills has paused client deposits and withdrawals to protect assets. While trading on open positions continues liquidity restoration is their top priority. 2026's bear cycle could push BTC down to $50K$60K this summer before a fall rebound a reminder to stay cautious. Are you prepared for the volatility ahead Follow @CaseyVSilver for insights on navigating markets during turbulent times. $BTC #Bitcoin"
X Link 2026-02-11T20:43Z [---] followers, [--] engagements
"Aurora is targeting a 400% revenue surge by [----] with over [---] driverless trucks in operation by year's end. They project revenue of $14-$16 million for [----] with the fourth quarter alone contributing over half signaling strong fourth-quarter finish as they scale driverless fleets independently. CFO Maday: "Our exit rate will create serious momentum heading into 2027" plus a 50% reduction in hardware costs with their new-generation kit. Sufficient liquidity is in place to hit positive free cash flow in [----]. In Q4 revenue hit $1M (25% sequentially) total [----] revenue reached $3M with adjusted"
X Link 2026-02-12T01:49Z [---] followers, [--] engagements
"AppLovin expects Q1 revenue to grow 5-7% fueled by AI-driven platform expansion 🚀 Guidance for Q1 2026: - Revenue: $1.745B - $1.775B - Adjusted EBITDA: $1.465B - $1.495B (Margins 84%) Management calls this "meaningful" growth despite seasonality driven by strong gaming e-commerce and self-service scaling. Last quarter revenue hit $1.66B up 66% YoY. Adjusted EBITDA soared to $1.4B with an 82% margin up [---] basis points. Free cash flow was $1.31B boosting cash to $2.5B. For 2025: - Revenue: $5.48B - EBITDA: $4.51B - Free cash flow: $3.95B They bought back 800K shares for $482M in Q4 and 6.4M"
X Link 2026-02-12T01:51Z [---] followers, [---] engagements
"@Venu_7_ I saw this today too one my coal favorites is $METC but it look terrible now. I dont know why the Gov is so against renewables"
X Link 2026-02-12T02:05Z [---] followers, [---] engagements
"@1769_alex you said this so well everyone wants to trade the sexy names but there is a time and a place"
X Link 2026-02-12T02:06Z [---] followers, [--] engagements
"Earnings season brings some of the sharpest trade setups 🚩 One of my favorite parts Spotting earnings flags before the breakout. I've built a tracker into Trade Tracs just for this and here are the top flags forming now: $ENPH $RFIL $PRLB $DECK $SPB $XPO Are you watching these Stay aheadgear up for potential moves. Follow for more real-time insights https://twitter.com/i/web/status/2021777517745512893 https://twitter.com/i/web/status/2021777517745512893"
X Link 2026-02-12T02:44Z [---] followers, [---] engagements
"🚀Today's Market Dashboard🚀 $SPY $QQQ $CGNX $FSLY $BBIO $CROX $OSCR #StockMarket https://casey.tradetracs.com/market-dashboard https://casey.tradetracs.com/market-dashboard"
X Link 2026-02-12T13:23Z [---] followers, [--] engagements
"Nebius 547% revenue growth but still missed estimates. Shares up 4% premarket 🚀 Net losses widened to -$173M can they turn growth into profit CEO vows $7B$9B ARR by [----] with big plans for Europe's largest data center in France. Is this the future of AI infrastructure or just hype Share your thoughts below and follow @CaseyVSilver for more insights $NBIS $SMCI $CRWV https://twitter.com/i/web/status/2021939250824913095 https://twitter.com/i/web/status/2021939250824913095"
X Link 2026-02-12T13:27Z [---] followers, [---] engagements
"Big news: VerifyMe (VRME) is merging with Open World to create a Nasdaq-listed digital asset powerhouse 🚀 This deal will combine strengths in blockchain infrastructure token listings and real-world asset tokenization aiming to become a top provider across multiple jurisdictions. With unanimous board approvals and shareholder backing the merged company is set to list on Nasdaq under a new ticker by Q2 [----]. Expect SEC and Nasdaq filings soon. VRME shares surged 21% premarket showing strong investor confidence. This move signals a major step toward mainstream adoption of digital assets and"
X Link 2026-02-12T13:30Z [---] followers, [--] engagements
"McDonald's is winning the value battle while Chipotle flounders. Victoria Greene on CNBC: McDonald's attracts cost-conscious diners with $5 and $8 meal combos smart promotions and loyalty programs. Meanwhile Chipotle's move away from dollar menus is costing them share. With strong execution franchise support and plans for [-----] locations McDonald's is a resilient blue-chip. If you're looking for growth in any market McDonald's is the play. Are you positioned for the next wave of value-driven growth Let's talk. $MCD $CMG $WMT #Earnings #StockMarket"
X Link 2026-02-12T13:42Z [---] followers, [--] engagements
"@Crismo999 There is a lot of concern over rising memory and AI hardware which directly impacts $CSCO. It just shows how sensitive investors are to AI and that one quarter of revenue is not enough to change sentiment"
X Link 2026-02-12T14:17Z [---] followers, [--] engagements
"🚨 AI fears hit trucking and logistics stocks hard Thursday saw broad sell-offs in the transportation sector fueled by worries over AI disruption. Analysts like Baird's Daniel Moore warn that open-source automation tools like Molt Bot could level the playing field threatening traditional industry giants. Meanwhile new regulations from the U.S. Transportation Secretary aim to restrict foreign drivers sparking industry opposition and adding to the uncertainty. The damage was swift: - RXO Inc plunged 26.5% - CHRW dropped 22.5% - ULH fell 13.3% - LSTR declined 18.8% - And many more in double"
X Link 2026-02-12T18:54Z [---] followers, [--] engagements
"🚀 Big news in AI funding: Anthropic just closed a $30B raise at a $380B valuation surpassing expectations. Backed by Microsoft Nvidia and top VC firms like D.E. Shaw and Founders Fund they're fueling innovation in enterprise AI and coding. Krishna Rao says Claude is becoming essential for businesses and demand is soaring. Revenue hit $14B annually with Claude Code leading the charge now at over $2.5B run rate doubling since January. Weekly active users and enterprise subscriptions are skyrocketing with enterprise making up over half of Claude Code revenue. The company is positioning for a"
X Link 2026-02-12T20:19Z [---] followers, [--] engagements
"🔥Today's Hot List🔥 $TPH - Merger agreement $RIVN - Earnings $AMAT - Earnings $ROKU - Earnings $BROS - Earnings https://casey.tradetracs.com https://casey.tradetracs.com"
X Link 2026-02-13T13:38Z [---] followers, [---] engagements
"I did a quick analysis of the stocks let me know if you want me to dig deeper on any of them: $AMRC - I like the sector and weekly base but the volume is a bit thin. $WHD - I like the sector/theme I think it will need to flag out more before its ready but its setting up nice. $RKT - I like the finance sector and this name gets a lot of attention. What I do not love about this stock is after it makes nice gains it gives it all back. I would want to see price action tighten up more. $ERII - I like the sector/theme I like the charts and it has put in some good earnings. The only thing I dont"
X Link 2026-02-13T17:56Z [---] followers, [--] engagements
"Kraft Heinz stays together for now. Is this a smart move or just delaying the inevitable Days before Valentine's the company announced it's keeping the merger sparking quick optimism and some head-scratching. Shares of peers dipped then recovered. A $600M reinvestment hints at a reset but can CEO Cahillane revive stagnant brands Since [----] Kraft Heinz has struggled with brand erosion consumer shifts and Berkshire scaling back. The planned split was viewed as a fix but Buffett opposed it. Now the question is: can this strategic reset turn things around or will the stock stay flat With"
X Link 2026-02-14T21:21Z [---] followers, [--] engagements
"Meta's AI spending is skyrocketing but will it pay off 🚀 After a 10% post-earnings rally shares have dipped below pre-report levels. They're planning nearly $135B in [----] up from $72B in [----] fueling debate. Optimists point to 3.58B daily users and strong growth in Reels and ad revenue. Pessimists warn expenses are outpacing revenue risking free cash flow and more losses like $80B in Reality Labs. Zuckerberg shifts focus to smart glasses and wearables signaling a new direction. The question: Can these bold AI investments drive sustainable growth or lead to costly losses What do you think Is"
X Link 2026-02-14T22:19Z [---] followers, [--] engagements
"Big Earnings Wave on Deck 💥 Major names reporting before the open Wednesday: - Shopify ( $SHOP ) - McDonald's ( $MCD ) - Kraft Heinz ( $KHC ) - Unity Software ( $U ) - T-Mobile ( $TMUS ) Plus dozens more $AVTR $BWA $BXMT $CHEF $CIM and many othersset to release earnings early. These reports can move markets fast. Stay sharp expect volatility. Are you watching any of these Drop your thoughts below. #Earnings #StockMarket https://twitter.com/i/web/status/2021408587315138777 https://twitter.com/i/web/status/2021408587315138777"
X Link 2026-02-11T02:18Z [---] followers, [---] engagements
"📊 Watchlist Update 👀 [--] stocks on my radar: 📌 $OSCR @ $14.20 📌 $CROX @ $98.15 📌 $BBIO @ $93.00 📌 $FSLY @ $14.00 📌 $CGNX @ $54.60 🔗 https://casey.tradetracs.com https://casey.tradetracs.com"
X Link 2026-02-12T13:25Z [---] followers, [---] engagements
"Inflation cools in January sparking optimism 🚀 US CPI rose just 0.2% in January below expectations with year-over-year at 2.4% down from 2.7%. Core inflation stayed steady at 0.3% M/M approaching the Fed's 2% target. Shelter inflation slowed to 0.2% energy prices dropped 1.5% and airline fares soared 6.5%. Overall signs point to easing inflation without overwhelming the economy. Analysts see this as a positive sign bond markets expect a possible Fed cut in [----] which could boost stocks. Markets reacted with small gains yields fell to 4.07%. The path to lower inflation looks clearer what's"
X Link 2026-02-13T16:24Z [---] followers, [--] engagements
"🚀Top Stock - $GSAT 🚀 Telecom and Space Themes Earnings [--] days out Trading in a tight range Entry at break of resistance"
X Link 2026-02-01T19:01Z [---] followers, [---] engagements
"Nvidia's setup for Q4 is looking strong UBS calls it "favorable" Shares jumped 1.8% premarket as UBS highlights bullish supply chain signals and a management team eager to prove doubters wrong. Despite middling stock performance Nvidia's outlook remains solid especially ahead of GTC next month. Analyst Timothy Arcuri upgrades his price target to $245 from $235 and expects about $76B in revenue above the $74-75B consensus. He notes Nvidia might exclude China revenue in guidance but margins should stay steady at 75%. Market's eyeing this report on Feb. [--] big moves could be coming. Are you"
X Link 2026-02-11T14:15Z [---] followers, [--] engagements
"@JSpitTrades Thanks for calling this out $WDC does look great. Strong theme higher lows and tightening price action below resistance"
X Link 2026-02-14T03:00Z [---] followers, [---] engagements
"AI disruption hits big-cap software stocks hard in [----] 🚨 Despite strong profitability grades these US-based application and systems software giants are suffering their worst YTD declines: - AppLovin (APP): -45.55% - HubSpot (HUBS): -42.95% - Figma (FIG): -41.08% - Intuit (INTU): -39.92% - Guidewire (GWRE): -37.64% - Salesforce (CRM): -30.00% Even industry leaders aren't immune to the sell-off. This highlights a stark reality: profitability doesn't guarantee safety in a disrupted market. Are these signs of a deeper correction or just short-term noise Follow my analysis for insights and trade"
X Link 2026-02-14T16:17Z [---] followers, [--] engagements
"Big Tech faces scrutiny in China Alibaba Baidu Tencent and others were summoned by regulators to enforce fair play ⚖. The State Administration for Market Regulation demanded strict compliance with China's anti-monopoly e-commerce and consumer protection laws 📜. Leaders discussed curbing "involution" 🔄 cutthroat competition that harms the market and called for collaboration to build a healthier environment 🤝. The message Even giants must play by the rules 🚦. Stay tuned regulation shaping the future of China's tech landscape 🔮. What's your take on this crackdown Drop your thoughts below 💬"
X Link 2026-02-14T22:17Z [---] followers, [--] engagements
"Jensen Huang will skip the India AI Impact Summit next week. Despite NVIDIA's strong commitment to India's AI growth unforeseen circumstances prevent him from attending in person. This is a significant shift Huang's presence was expected to be a major highlight amid a lineup that includes Macron Pichai and Altman. His absence raises questions about NVIDIA's immediate focus on India's market versus strategic priorities elsewhere. The summit kicks off Feb. [--] in New Delhi with key leaders and innovators in attendance. Could this be a sign of shifting priorities or just a temporary setback"
X Link 2026-02-14T22:20Z [---] followers, [--] engagements
"Nvidia's GTC could spark a major rally 🚀 Next month Nvidia (NVDA) is set to unveil innovations like co-packaged optics with TSM and a new AI inference rack. After a recent sector dip similar to Q2 [----] GTC might reignite optimism especially with strong capex guidance and upcoming earnings. Stay alert this event could be the catalyst for the next big move. Are you ready to capitalize $NVDA $TSM #AI #GTC #Stocks #FinTwit https://twitter.com/i/web/status/2022798662745686224 https://twitter.com/i/web/status/2022798662745686224"
X Link 2026-02-14T22:22Z [---] followers, [--] engagements
"@spluscollective I am with you they are the top of my watch as well. $WDC has touched its 50SMA only once since breaking out of its stage [--] base"
X Link 2026-02-15T02:01Z [---] followers, [---] engagements
"$CDRE - This stock is in the strong Aerospace and Defense theme and has shown a lot relative strength. Price action has recently tightened up a lot"
X Link 2025-12-11T13:19Z [---] followers, [---] engagements
"No big IPOs dropping this weekbut here's what matters: Analysts are finally free to rate Medline (MDLN) Andersen Group (ANDG) and Starfighters Space (FJET). Expect fresh coverage and new price targets. Plus IPO lockups end for Delixy (DLXY) and Masonglory (MSGY) so keep an eye out for early investors taking profits. Are you tracking these names or waiting for the next big debut Let's talk strategy. $MDLN $ANDG $FJET $DLXY $MSGY https://twitter.com/i/web/status/2010548533141639415 https://twitter.com/i/web/status/2010548533141639415"
X Link 2026-01-12T03:04Z [---] followers, [---] engagements
"Celestica (CLS) drops nearly 8% as reports swirl that Google's TPU servers might be assembled elsewhere 🚨 Digitimes says Google is expanding server assembly to Inventec and other Taiwanese suppliersshifting beyond Celestica which previously handled L10 and higher models. This move raises questions about Celestica's future contracts with Google and the broader supply chain shifts in high-tech manufacturing. Will this spark more losses or open new opportunities Stay tuned. What's your take on supply chain disruptions Drop your thoughts below. $CLS $GOOGL $GOOG"
X Link 2026-01-22T19:52Z [---] followers, [--] engagements
"🚀 These are the hottest tech stocks from the past month: 🔥Applied Digital ( $APLD ) 71.93% 🔥Micron ( $MU ) up 44.05% 🔥MKS ( $MKSI ) 39.84% 🔥Entegris ( $ENTG ) 39.57% 🔥Western Digital ( $WDC ) 39.18% 🔥$LRCX gained 33.91% 🔥GlobalFoundries ( $GFS ) 32.39% 🔥Onto Innovation ( $ONTO ) 29.84% 🔥Applied Materials ( $AMAT ) 27.04% 🔥KLA ( $KLAC ) 26.32% Plus leading tech ETFs like $VGT $XLK $IYW $FTEC $IXN and $RSPT. These stocks show strong momentum are you riding the wave Follow me for more insights on market movers and trade setups. #Tech #StockMarket"
X Link 2026-01-28T15:52Z [---] followers, [---] engagements
"🚀 Top Stock - $TDY 🚀 Aerospace / Defense Theme Earnings [--] days out Retesting resistance Entry on break of resistance"
X Link 2026-02-01T19:12Z [---] followers, [---] engagements
"$1 TRILLION vanished in [--] weeks. Crypto's plunge is more than a headlineit's a wake-up call. Bitcoin crashed below $70000 shedding billions by the day. Since January [--] we've watched $45B disappear daily. Ouch. This isn't just Bitcoin. Ethereum Solana and other majors are getting hammered. Risk appetite is drying up fast. I'm seeing traders scramble momentum die and fear creep in as support levels break. Is this panic or opportunity Here's the question: are you sitting out buying the dip or planning your next move Let me know where you stand.👇 $IBIT $ARKB $GBTC #Bitcoin #Crypto"
X Link 2026-02-05T14:34Z [---] followers, [--] engagements
"Brutal week for crypto stocks. Massive drops everywhere. Galaxy Digital tanked 30% after ugly earnings. Figure Tech dived 27%. PayPal sank 23%disappointed Wall Street again. IREN lost 22% after another red quarter. FactSet fell 19% as software names got hammered. But not everyone lost Asian banks surged: Shinhan soared 12% on strong results. Woori and Mizuho both jumped 11%. U.S. regional Beacon Financial and South Korea's KB Financial spiked over 11%. Risk assets are getting whiplashwinners and losers are clear. Are you buying dips or sitting out $GLXY $FIGR $PYPL $IREN $FDS $SHG $WF $BBT"
X Link 2026-02-07T17:07Z [---] followers, [--] engagements
"Most traders are missing this setup. Zac from @TradeTracs broke down a killer trade plan for $BE that could change how you approach the market. Cut the noise. See exactly how the pros find their edge. Are you ready to level up your trades👇 $SPY $QQQ #StockMarket #Trading #TradeTracs https://casey.tradetracs.com/post/bloom-energy-trade-review https://casey.tradetracs.com/post/bloom-energy-trade-review"
X Link 2026-02-08T18:30Z [---] followers, [---] engagements
"Cloudflare (NET) surges 9% after smashing Q4 with 34% revenue growth to $614.5M 🚀 The cloud giant beat estimates on EPS $0.28 vs. $0.27 consensus and matched GAAP EPS at ($0.03). Looking ahead Cloudflare projects Q1 revenue of $620M$621M surpassing expectations and anticipates full-year revenue of nearly $2.79B above estimates. CEO Matthew Prince highlights: "Our biggest contract ever$42.5M/yeardrives nearly 50% ACV growth our fastest since [----]. The AI shift is re-platforming the internet fueling demand across our services." This company is capitalizing on the AI-driven internet revolution."
X Link 2026-02-10T22:22Z [---] followers, [---] engagements
"Hinge Health targets a 25% revenue increase by [----] driven by AI-powered care expansion 🚀 Guidance highlights: - Q1 [----] revenue forecast: $171M$173M (39% YoY growth) - Full-year [----] estimate: $732M$742M surpassing analyst consensus by $39M - Operating income projected at $151M$156M (21% margin) Recent milestones: - Last [--] months billings: $671M (44% YoY) - Q4 gross margin: 85%; full-year: 83% (up from 78%) - Operating margin: 28% in Q4 20% annually - Free cash flow: $180M (31% margin) - Ended with $479M cash; repurchased 1.4M shares for $65M This company is scaling fast investing in AI"
X Link 2026-02-11T02:11Z [---] followers, [--] engagements
"🔥Today's Hot List🔥 $MNTN - Earnings beat $VRT - Earnings beat $BETA - $AMZN takes 5% stake $NET - Earnings beat"
X Link 2026-02-11T13:20Z [---] followers, [--] engagements
"🚨 Nebius Group Q4 Preview: What's the story As NBIS prepares to report this Thursday Wall Street expects a -$0.44 EPS on $242.79M revenue. Despite a tough quarter the company has guided full-year revenue of $500M$550M and is tracking mid-range. They're confident in hitting $900M$1.1B ARR by [----] and eyeing explosive growth in [----]. Recently Freedom Capital rated NBIS a Buy with a $108 target praising their cost-efficient AI-native data centers that cut out hyperscaler markups. Analysts see big potential Oakoff Investors foresees a 44% upside before earnings citing capacity ramp-up and strong"
X Link 2026-02-11T14:53Z [---] followers, [---] engagements
"🔥Today's Hot List🔥 $FSLY - Earnings beat $NVCR - FDA approval $CGNX - Earnings beat $VKTX - Earnings https://casey.tradetracs.com https://casey.tradetracs.com"
X Link 2026-02-12T13:03Z [---] followers, [---] engagements
"🚀 Applied Materials projects over 20% growth in semiconductor equipment by [----] driven by AI demand. Q2 guidance: - Revenue: $7.65B (9% sequential) - Non-GAAP EPS: $2.64 - Semiconductor Systems: $5.8B - Gross margin: 49.3% Strong momentum expected to carry into [----]. Q1 highlights: - Revenue: $7B (China down 7%) - Gross margin: 49.1% - Operating profit: $2.1B - EPS: $2.38 - Free cash flow: $1B - Shareholder returns: $702M This company's growth continues to accelerate. Are you watching this tech giant Follow @CaseyVSilver for market insights and updates. $AMAT #Earnings #StockMarket"
X Link 2026-02-13T01:59Z [---] followers, [--] engagements
"Rivian sets sights on delivering [----------] vehicles in [----] as the R2 launch nears 🚗 Here's the plan: - Expect [---------] deliveries per quarter early next year - R2 production begins with a single shift adding a second by year's end - Gross profit should grow year-over-year despite initial launch costs Financial outlook: - Anticipated EBITDA loss of $1.82.1B - Capex around $2B fueled partly by a new joint venture with VW Q4 highlights: - Revenue hit $1.3B - Gross profit: $120M (9% margin) - Automotive gross profit improved by $71M from Q3 Rivian's building momentum are you watching Join the"
X Link 2026-02-13T02:00Z [---] followers, [--] engagements
"Dutch Bros is on a growth tear 🚀 Targeting [----] shops by [----] with [----] revenues hitting $2B up to 24% YoY growth. They plan to open [---] new locations in [----] including [--] Clutch Coffee Bar spots in the Carolinas. Same-shop sales are expected to grow 3-5% while EBITDA could hit $365M slightly pressured by rising coffee costs. Q4 results are strong: revenue up 29% to $444M with same-shop sales rising 7.7%. Company shops alone brought in $410M. Net cash increased to $705M ample liquidity to fuel expansion. Costs are managed: CapEx per shop down to $1.3M and EPS more than doubled to $0.17."
X Link 2026-02-13T02:02Z [---] followers, [---] engagements
"AppLovin dips 13% despite strong Q4 and positive outlook 🚀 Concerns over AI and fierce competition from Meta Google and CloudX caused the sell-off. But analysts see growth: Morgan Stanley highlights AppLovin's data edge and e-commerce plans with a $720 target. Jefferies remains bullish with a $700 target citing solid progress and upcoming AI creative tools. CEO Adam Foroughi defends the company's resilience: "Every new competitor from Unity to Moloco hasn't diminished our edge. Our valuation model values each impression uniquely." Meanwhile Unity drops 8% after a 26% slide Wednesday showing"
X Link 2026-02-13T02:04Z [---] followers, [---] engagements
"Quantum stocks keep falling only one still gets a Buy rating. Today QUBT remains the lone outlier in a sector-wide retreat dropping 2.1% and posting a 19% YTD decline. Meanwhile peers like IonQ (-2.5%) D-Wave (-3%) Rigetti (-6.5%) and Arqit (-4.2%) are sliding further. With investors pulling back from high-risk tech amid higher interest rates quantum stocks are down double digits this year. Here's the key: QUBT is still rated a Buy while others are Sell or Hold. This sector's weakness highlights the growing risk and the importance of selective picks. Stay alert. The space is volatile but"
X Link 2026-02-13T02:06Z [---] followers, [---] engagements
"Big news from Arista Networks 🚀 they've just raised their [----] revenue outlook to $11.25 billion targeting 25% growth driven by AI surge. Highlights: - AI center revenue now seen at $3.25B (up from $2.75B) - Campus revenue steady at $1.25B - Q1 [----] guidance: $2.6B in revenue 62-63% gross margin 46% operating margin - Maintains strong margins: gross 62-64% operating 46% - Q4 [----] revenue: $2.49B net income: $1.05B EPS: $0.82 - Cash position remains robust at $10.74B with $620M stock buyback This is a clear sign that AI-driven growth is fueling their momentum. Are you bullish on Arista's play"
X Link 2026-02-13T02:11Z [---] followers, [--] engagements
"@1769_alex Yea like Matt was saying they beat but changed the forecast"
X Link 2026-02-13T02:14Z [---] followers, [--] engagements
"You can always tell when its a down day for the market when Utilities and Real Estate are top performing sectors. $SPY $QQQ $XLU $XLRE"
X Link 2026-02-13T02:20Z [---] followers, [---] engagements
"Market Breadth looking weak after today's action and the $VIX is spiking. $SPY $QQQ"
X Link 2026-02-13T02:26Z [---] followers, [---] engagements
"🚀Today's Market Dashboard🚀 $SPY $QQQ $AMAT $ANET $RIVN https://casey.tradetracs.com/market-dashboard https://casey.tradetracs.com/market-dashboard"
X Link 2026-02-13T14:28Z [---] followers, [--] engagements
"Goldman Sachs sees more upside in the energy rally [--] stocks still worth buying. Despite a 23% surge in the S&P [---] Energy sector this year Goldman believes the move isn't over. They've identified [--] buy-rated stocks with an average potential of nearly 20% returns. The sector's strength is driven by solid GDP revisions rising oil prices and geopolitical factors supporting crude. These stocks span refining global oils exploration midstream and power offering opportunities across the energy landscape. Highlights include: - HF Sinclair for its strong balance sheet and shareholder returns -"
X Link 2026-02-13T16:23Z [---] followers, [--] engagements
"🚀 Big potential in chip stocks right now small and mid caps are leading the charge Consider these names: $NVTS $FORM $SLAB $AMBA $SMTC $SKYT $COHU $MXL $SYNA $DIOD These stocks are primed to outperform. Are you ready to capitalize Follow for more trades and insights"
X Link 2026-02-13T21:07Z [---] followers, [---] engagements
"OPEC is considering resuming oil production increases in April just as summer demand approaches. After pausing in Q1 key members including Saudi Arabia Russia and Iraq will vote on boosting output during the March [--] meeting. Tensions over U.S.-Iran relations and sanctions are boosting crude prices giving Saudi Arabia a chance to regain market share. Despite a demand dip in Q2 forecasts OPEC remains optimistic about [----] growth more hopeful than the IEA. Crude futures edged up Friday but geopolitical tensions and supply shifts keep the market volatile. U.S. inflation slowed in January boosting"
X Link 2026-02-14T02:44Z [---] followers, [--] engagements
"Agnico Eagle aims for 20-30% production growth over the next decade with reserves hitting record highs. They project stable output of 3.33.5M oz annually through [----] despite rising costs from higher royalties and the stronger Canadian dollar. Management may increase shareholder returns to 40% this year depending on gold prices. In [----] they produced 3.45M oz with record free cash flow of $4.4B repaid $950M debt and ended with $2.9B cash. Shareholder payouts hit a record $1.4B. Agnico is building for the long term with growth and cash flow. Follow @CaseyVSilver for more insights. $AEM"
X Link 2026-02-14T02:46Z [---] followers, [--] engagements
"🚨 Catalyst Week Ahead: Big Earnings FOMC Minutes AI Summit & More 🚨 This week is packed with key events that could shake the markets. Here's what you need to watch: 🔸 Monday: Walmart earnings FOMC meeting minutes major AI summit and Chinese New Year holiday's potential impact on consumer stocks like LVS WYNN BABA and Yum China. Also Michelle Bowman speaks at the ABA Conference big for banking sentiment. 🔸 Tuesday: Watch for volatility in BMNR & SNDK based on options activity. Key earnings from MDT PANW and others. Hedge funds release Q4 holdings could hint at next moves. Retail sales data"
X Link 2026-02-14T03:07Z [---] followers, [--] engagements
"China's gold frenzy may be a bubble not just a safe haven. Leverage and futures are pushing prices higher fueled by private investor speculation. While property downturns support medium-term demand rising leverage increases market volatility. Gold jumped 2% to $5022/oz; silver up 3% to $77.85. Weekly gains: gold 1.4% silver 1.4%. Markets remain volatile stay alert. Follow @CaseyVSilver for real-time insights. $GLD $GDX $IAU $NUGT $SLV https://twitter.com/i/web/status/2022510206568091693 https://twitter.com/i/web/status/2022510206568091693"
X Link 2026-02-14T03:16Z [---] followers, [--] engagements
"Only [--] of [--] S&P [---] Materials stocks beat EPS estimates this week. Earnings season picked up speed with seven XLB companies reporting. So far XLB's up 18% this quarter while SPY slips slightly. Trade tensions and U.S. tariff threats keep safe-haven demand high but create uncertainty for other materials industry players. Here's what matters from this week's reports: - DuPont (DD): Surged after beating earnings and offering optimistic [----] guidance. - Albemarle (ALB): Fell after larger-than-expected loss; halts major lithium plant amid weak battery metal prices. - IFF: Projects $10.5$10.8B in"
X Link 2026-02-14T15:30Z [---] followers, [--] engagements
"Wall Street's biggest losers this week Wealth managers and insurance brokers blame AI fears. While the S&P [---] dipped 1.39% and the Nasdaq fell 2.10% financials took the hardest hit. The XLF ETF dropped nearly 5% dragging the entire sector downward. The trigger Private firms like Altruist and Insurify rolled out AI tools sparking fears of automation replacing jobs in wealth management and insurance. Ryan Specialty Arthur J. Gallagher and LPL Financial each shed over 13% with small-cap insurers like Strive and Goosehead Insurance losing up to 30%. Big banks weren't spared they all invested"
X Link 2026-02-14T15:33Z [---] followers, [--] engagements
"🚨 Breaking: Anthropic-Palantir partnership reportedly used in covert operation to capture Maduro in Venezuela. Sources say Anthropic's AI tool Claude played a role in the mission including a bombing in Caracas this year. Palantir's software a staple for the Defense Department was also involved. Backed by Amazon and Google Anthropic claims Claude isn't designed for violence or surveillance yet it's reportedly been used in classified ops. The details remain secret but this highlights how AI is crossing into high-stakes military moves. What does this mean for AI and geopolitics Follow for more"
X Link 2026-02-14T15:35Z [---] followers, [--] engagements
"Goldman Sachs just dropped a game-changing AI-resilient trade for the software sector 🚀 They're long on firms like Microsoft Cloudflare and Palo Alto companies building AI defenses and foundational tech. Short on names like Salesforce DocuSign and Duolingo those more vulnerable to AI automation replacing their operations. Why now Software stocks are down nearly 20% YTD while the S&P stays flat. Goldman predicts a sector split as the selloff concludes. This move signals a strategic shift are you paying attention Stay ahead with insights like this. Follow @CaseyVSilver for more market"
X Link 2026-02-14T16:05Z [---] followers, [--] engagements
"Which software stocks are truly ready for an AI-driven future Insights from top analysts Brett Ashcroft Green Louis Gerard and Kennedy Njagi point to clear winners. Brett points to Microsoft (MSFT) and Adobe (ADBE) as standout plays during the SaaS sell-off. Microsoft's recent dip is rare. With cloud at its core Microsoft is already hedged against AI disruption. As bots like Clawdbot and Moltbot proliferate cloud services become even more vital for coders who prefer isolated environments like Mac minis or Chromebooks. Cloud growth is a certainty. Adobe remains a SaaS staple in enterprise"
X Link 2026-02-14T16:08Z [---] followers, [--] engagements
"$CASY is showing an inverse head and shoulders on the daily chart and is approaching the neckline #Stocks #Trading #Patterns"
X Link 2026-01-06T04:27Z [---] followers, [----] engagements
"🔥 The hottest and coldest REITs in short interest right now: Most shorted: - Medical Properties Trust ( $MPW ): 25.09% of shares shorted - Park Hotels & Resorts ( $PK ): 16.71% - Douglas Emmett ( $DEI ): 15.04% - Acadia Realty Trust ( $AKR ): 14.60% - SL Green Realty ( $SLG ): 12.70% Least shorted: - PotlatchDeltic ( $PCH ): just 1.10% - American Tower ( $AMT ): 1.36% - Prologis ( $PLD ): 1.39% - Simon Property Group ( $SPG ): 1.56% - Crown Castle ( $CCI ): 1.60% Are these signals telling us where investors are most bearish or confident Stay alert and watch these levels they could hint at"
X Link 2026-01-18T01:58Z [---] followers, [---] engagements
"🚀Top Stocks - Week of 1/19/2026🚀 $JOBY - Aero/Defense $CDRE - Aero/Defense $CRS - Minerals $SSRM - Gold / Silver $CLS - Electrical Components $VRT - Power Components $CIFR - BTC/AI $CSTL - Health Tech $JAZZ - Pharma Charts and details below👇"
X Link 2026-01-19T16:54Z [---] followers, [---] engagements
"🚀 DeFi Development drops DisclaimerCoinits newest memecoin Launched Thursday via this token is aiming to catch the hype wave. Shares rose 2.17% pre-market to $6.58. Memecoins are shaping the future of cryptoare you paying attention Stay ahead keep watching. What's your take on memecoin hype Drop your thoughts below $DFDV #Crypto #Defi http://Bonk.fun http://Bonk.fun"
X Link 2026-01-22T14:16Z [---] followers, [--] engagements
"I am finding a bunch of setups I like heading into tomorrow; a complete list is below with the top [--] stocks as my primary focus. $CRS $MP $JAZZ $CDRE $NRIX $GSAT $CIFR $VRT $JOBY $IREN $LEU $APLD Let me know what stocks you are watching. #TradeTracs"
X Link 2026-01-23T03:58Z [---] followers, [---] engagements
"🚀 Weekly Prep: Week of 2/2/2026 is LIVE 🚀 Earnings explosion ahead 🔥 Amazon Alphabet AMD Palantir + massive jobs report ISM PMIs ECB/BOE decisions. Volatility Rotation Breakouts Get the key levels setups bias & trade ideas you need to crush this week 👉 #Trading #StockMarket #WeeklyPrep #SPY #EarningsSeason $SPY $QQQ https://casey.tradetracs.com/post/weekly-prep-week-of-2-2-2026 https://casey.tradetracs.com/post/weekly-prep-week-of-2-2-2026"
X Link 2026-02-01T16:53Z [---] followers, [----] engagements
"Gold refuses to stay quiet. After a wild week gold futures bounced Friday up 1.8% to $4951/oz scoring their seventh gain in nine weeksdespite relentless volatility and another CME margin hike. Bargain hunters are stepping in but even with fresh ETF inflows$669B added in Januaryanalysts warn that a true breakout likely needs a major geopolitical shock. Still conviction remains strong: Options traders are heavily betting on a $6000/oz gold price by [----] and Socit Gnrale calls that target "conservative." Inflation risks and "hot" U.S. monetary policy could keep the fire burning. Are you betting"
X Link 2026-02-07T03:12Z [---] followers, [--] engagements
"Credo (CRDO) is bullishprojecting Q3 [----] revenue of $404M to $408M well above prior guidance of $335M-$345M. This signals strong growth ahead with mid-single-digit sequential gains into FY27 and over 200% YoY increase this year. Consensus was only $342M. Shares soared 10.78%. This could be just the beginningare you paying attention Follow for more updates that move markets. $CRDO #Earnings #StockMarket https://twitter.com/i/web/status/2021048902753874355 https://twitter.com/i/web/status/2021048902753874355"
X Link 2026-02-10T02:29Z [---] followers, [--] engagements
"Retail sales hit a wall in December no growth at all. U.S. retail sales remained flat at $735B missing the 0.4% estimate. That's a slowdown from November's 0.6% signaling weaker consumer spending. Core retail ex-motor vehicles also stalled no change from prior month versus expectations of 0.4%. Excluding gas and autos sales are stagnant clear sign consumer momentum is fading. This data might hint at a consumer slowdown ahead. Stay alert markets are watching for signs of shifting spending patterns. What's your take are we heading for a spending slowdown or just a pause $SPY $QQQ"
X Link 2026-02-10T13:41Z [---] followers, [--] engagements
"Hims & Hers faces legal storm ⚖ as short interest hits 52-week high 🚨 Shares plummeted 16% 📉 after Novo Nordisk sued over their withdrawn weight loss pill a copycat of Wegovy. Meanwhile short interest surged 46% 📈 in the past year now at 77.5M shares (37% float) amplifying volatility. Legal risks are shifting market sentiment from optimism to uncertainty 🌀. Expect a potential 14% move after Q4 results on Feb. [--] 📅. Are you watching this move Follow @CaseyVSilver for more insights. $HIMS $NVO #GLP-1 https://twitter.com/i/web/status/2022384008265363930"
X Link 2026-02-13T18:54Z [---] followers, [--] engagements
"📈Trade Review - $VRT 📈 Zac from @TradeTracs put together an awesome post reviewing his recent $VRT Trade. Check it out here👇 https://casey.tradetracs.com/post/vertiv-vrt-let-the-8ema-define-the-risk https://casey.tradetracs.com/post/vertiv-vrt-let-the-8ema-define-the-risk"
X Link 2026-02-14T02:26Z [---] followers, [--] engagements
"Alibaba and Baidu briefly dumped from Pentagon's Section 1260H list then swiftly removed. The Department of Defense issued then retracted a list targeting Chinese companies aiding the military fueling confusion. Did the retraction signal a mistake or a tactical move ahead of President Trump's April China visit The list originally included over [---] entities accused of military ties blocking their U.S. operations. Now Alibaba (BABA) and Baidu (BIDU) are back denying any military connection. Meanwhile China vows to defend its firms' rights. Big questions remain: Is this a policy shift or"
X Link 2026-02-14T03:11Z [---] followers, [---] engagements
"Executives are buzzing about AI and the message is clear: this technology is reshaping industries Here's what top leaders from CVS Hilton Cisco Shopify Applied Materials Airbnb Spotify and Marriott are saying: CVS: "AI is transforming healthcare putting the consumer first driving growth and cutting costs. We're still in early days but the potential is huge." CFO Brian Newman Hilton: "Our modern tech stack gives us a competitive edge in AI. The opportunities in distribution and efficiency far outweigh the risks." CEO Christopher Nassetta Cisco: "Over 90% of support cases now touch AI boosting"
X Link 2026-02-14T15:28Z [---] followers, [--] engagements
"Gold and silver plunge in a sudden algo-driven selloff 🚨 Futures dropped nearly 3% and 10% Thursday as stocks tanked. Strong U.S. jobs data dimmed Fed rate cut hopes but the real driver Automated strategies triggering a cascade of stop-losses. No clear news just systematic pressure and liquidity sweeps. Bloomberg and traders warn of momentum-based de-risking fueling the move. Now all eyes on Friday's inflation data. Recent gains were fueled by speculation markets can turn fast. Are you prepared for the next wave Follow me for more insights. $GLD $GDX $IAU $NUGT $SLV $SIL $SGOL $SIVR $GDXJ"
X Link 2026-02-14T22:14Z [---] followers, [--] engagements
"🔥 Weekly Market Prep is LIVE 🔥 📊 Week of 2/16/2026 📊 Breaking down the strongest themes sector rotation earnings flags and top stock setups to start the week strong. Don't trade blindget the edge first 🚀 $SPY $QQQ #Trading #StockMarket #WeeklyPrep #Fintwit https://casey.tradetracs.com/post/weekly-market-prep-week-of-2-16-2026 https://casey.tradetracs.com/post/weekly-market-prep-week-of-2-16-2026"
X Link 2026-02-15T03:01Z [---] followers, [--] engagements
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