# ![@EsthaarLabs Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1293755601395253249.png) @EsthaarLabs Esthaar Labs | Trading & Investing Hub

Esthaar Labs | Trading & Investing Hub posts on X about beat, growth, strong, $csco the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1293755601395253249/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1293755601395253249/c:line/m:interactions.svg)

- [--] Week [------] -22%
- [--] Month [-------] +276%
- [--] Months [-------] +25%
- [--] Year [---------] -60%

### Mentions: [--] [#](/creator/twitter::1293755601395253249/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1293755601395253249/c:line/m:posts_active.svg)

- [--] Week [---] -9.20%
- [--] Month [---] +104%
- [--] Months [---] +69%
- [--] Year [-----] -55%

### Followers: [-----] [#](/creator/twitter::1293755601395253249/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1293755601395253249/c:line/m:followers.svg)

- [--] Week [-----] +0.88%
- [--] Month [-----] +4.60%
- [--] Months [-----] +13%
- [--] Year [-----] +30%

### CreatorRank: [---------] [#](/creator/twitter::1293755601395253249/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1293755601395253249/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  83.13% [finance](/list/finance)  79.38% [technology brands](/list/technology-brands)  33.75% [cryptocurrencies](/list/cryptocurrencies)  15.63% [automotive brands](/list/automotive-brands)  5% [exchanges](/list/exchanges)  4.38% [financial services](/list/financial-services)  1.88% [social networks](/list/social-networks)  0.63% [luxury brands](/list/luxury-brands)  0.63% [currencies](/list/currencies)  0.63%

**Social topic influence**
[beat](/topic/beat) 11.88%, [growth](/topic/growth) #2630, [strong](/topic/strong) 6.88%, [$csco](/topic/$csco) #40, [$alab](/topic/$alab) #64, [okta inc](/topic/okta-inc) 5%, [okta](/topic/okta) 5%, [$okta](/topic/$okta) 5%, [$on](/topic/$on) #37, [$hood](/topic/$hood) #745

**Top accounts mentioned or mentioned by**
[@earningsguy](/creator/undefined) [@stockmktnewz](/creator/undefined) [@unusualwhales](/creator/undefined) [@jwnfl007](/creator/undefined) [@jamcroissant](/creator/undefined) [@kpak82](/creator/undefined) [@tenetresearch](/creator/undefined) [@wallstengine](/creator/undefined) [@consensusgurus](/creator/undefined) [@wearycenturion](/creator/undefined) [@bulltradefinder](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@bourboncap](/creator/undefined) [@optionsmir](/creator/undefined) [@thetranscript](/creator/undefined) [@alphasenseinc](/creator/undefined) [@itscblast](/creator/undefined) [@therocktrading](/creator/undefined) [@himshouse](/creator/undefined) [@leadlagreport](/creator/undefined)

**Top assets mentioned**
[Cisco Systems Inc (CSCO)](/topic/$csco) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Okta Inc (OKTA)](/topic/okta-inc) [Orochi Network (ON)](/topic/$on) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Arista Networks Inc (ANET)](/topic/$anet) [Mario Coin (COIN)](/topic/$coin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Apple, Inc. (AAPL)](/topic/$aapl) [Sandisk Corporation (SNDK)](/topic/$sndk) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [AppLovin Corporation (APP)](/topic/$app) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Metadium (META)](/topic/$meta) [Arm Holdings plc (ARM)](/topic/$arm) [Halliburton Company (HAL)](/topic/$hal) [Spotify Technology (SPOT)](/topic/$spot) [Coca-Cola Co (KO)](/topic/$ko) [Datadog Inc (DDOG)](/topic/$ddog) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [monday.com Ltd. (MNDY)](/topic/$mndy) [CVS Health Corp (CVS)](/topic/$cvs) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [RAI Finance (SOFI)](/topic/$sofi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Eli Lilly and Company (LLY)](/topic/$lly) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Carvana Co. (CVNA)](/topic/$cvna) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [S&P Global Inc (SPGI)](/topic/$spgi) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [T-Mobile (TMUS)](/topic/$tmus) [Unity Software Inc. (U)](/topic/$u) [Cloudflare, Inc. (NET)](/topic/$net) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [McDonald's Corp (MCD)](/topic/$mcd) [Alien Base (ALB)](/topic/$alb) [Fulcrom Finance (FUL)](/topic/$ful) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Arcblock (ABT)](/topic/$abt) [Nucor, Corp. (NUE)](/topic/$nue) [Starbucks Corporation (SBUX)](/topic/$sbux) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [Now Coin (NOW)](/topic/$now) [Western Digital Corp (WDC)](/topic/$wdc) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [American Express Company (AXP)](/topic/$axp) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Measurable Data Token (MDT)](/topic/$mdt) [Vulcan Materials Company (VMC)](/topic/$vmc) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Energy Transfer, LP. (ET)](/topic/$et) [Kenvue Inc. (KVUE)](/topic/$kvue) [Devon Energy Corp (DVN)](/topic/$dvn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from February [--] to February 13: 🔹 Median Revenue growth: +12.9% YoY 🔹 Median EPS growth: +9.6% YoY $MNDY $ON $SPOT $KO $DDOG $OSCR $CVS $SPGI $HOOD $ALAB $NET $GILD $UPST $LYFT $WELL $TMUS $U $APP $CSCO $MCD $ALB $GRAB $NBIS $COIN $ANET $PINS $RIVN $DKNG $ABNB $BROS $MRNA GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from February [--] to February 6: 🔹 Median Revenue growth:"  
[X Link](https://x.com/EsthaarLabs/status/2019789871880052867)  2026-02-06T15:06Z [----] followers, [----] engagements


"Companies reporting after the bell today: $AAPL $SNDK $V 🧵 Apple Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2016912680066445568)  2026-01-29T16:33Z [----] followers, [----] engagements


"$SNDK Sandisk +15% after hours after delivering a strong quarter and an outlook well above expectations. Q3-2026 Guidance: 🔹 Quarterly Revenue of $4400.00 - $4800.00 million: +58.11% above consensus estimates. 🔹 Quarterly Gross Margin of 65.00% to 67.00%: +1844 bps higher than analysts' expectations. 🔹 Quarterly Revenue of $12.00 - $14.00: +200.23% above consensus estimates. Earnings Results: https://twitter.com/i/web/status/2016983264439791942 https://twitter.com/i/web/status/2016983264439791942"  
[X Link](https://x.com/EsthaarLabs/status/2016983264439791942)  2026-01-29T21:14Z [----] followers, [----] engagements


"Results coming after the bell today: $HOOD $ALAB $F 🧵 HOOD: Robinhood Markets Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021254226530164849)  2026-02-10T16:05Z [----] followers, [----] engagements


"Here are the implied moves for some companies reporting earnings today after-hours: 🌙 $ALB $APP $AUR $CFLT $CRK $CSCO $FSLY $HUBS $QS $APP and $CSCO on deck after the bell. Heres what to expect: AppLovin Corp Earnings Preview https://t.co/OcqtAUarzd $APP and $CSCO on deck after the bell. Heres what to expect: AppLovin Corp Earnings Preview https://t.co/OcqtAUarzd"  
[X Link](https://x.com/EsthaarLabs/status/2021654971352006732)  2026-02-11T18:38Z [----] followers, [----] engagements


"$NBIS: Nebius Group Earnings Preview (February [--] before market open)"  
[X Link](https://x.com/EsthaarLabs/status/2021746956117139706)  2026-02-12T00:43Z [----] followers, [----] engagements


"ICYMI $NBIS: Nebius Group Earnings Results -3.2% pre-market 🔴"  
[X Link](https://x.com/EsthaarLabs/status/2021948899469009224)  2026-02-12T14:05Z [----] followers, [----] engagements


"Here are the implied moves for some companies reporting earnings on Friday (November 21) pre-market: ☀ $BJ $MNSO $AZTA"  
[X Link](https://x.com/EsthaarLabs/status/1991697799541584303)  2025-11-21T02:38Z [----] followers, [---] engagements


"$CRDO: Credo Technology #Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/1995601672593441250)  2025-12-01T21:11Z [----] followers, [----] engagements


"Here are the implied moves for some companies reporting earnings on Thursday (January 08) pre-market: ☀ $SNX $AYI $CMC $NEOG $HELE $RPM $LNN $SMPL"  
[X Link](https://x.com/EsthaarLabs/status/2009046551419863438)  2026-01-07T23:36Z [----] followers, [---] engagements


"$FUL: H.B. Fuller Company Earnings Preview (Today after-hours)"  
[X Link](https://x.com/EsthaarLabs/status/2011483369826111785)  2026-01-14T16:59Z [----] followers, [----] engagements


"Here are the implied moves for some companies reporting earnings today after-hours: 🌙 $RFIL $CODI $CVGW $HOMB $FUL $FUL: H.B. Fuller Company Earnings Preview (Today after-hours) https://t.co/0Pye9shM32 $FUL: H.B. Fuller Company Earnings Preview (Today after-hours) https://t.co/0Pye9shM32"  
[X Link](https://x.com/EsthaarLabs/status/2011509711292473349)  2026-01-14T18:44Z [----] followers, [---] engagements


"$KMI: Kinder Morgan Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/2014082897875980379)  2026-01-21T21:09Z [----] followers, [---] engagements


"$ABT Abbott Laboratories FY [----] Guidance: 🔹 EPS (non-GAAP) of $5.55 - $5.80: -0.09% below consensus estimates. ABT Earnings Results (-6.66% pre-market 🔴) https://twitter.com/i/web/status/2014330621733081193 https://twitter.com/i/web/status/2014330621733081193"  
[X Link](https://x.com/EsthaarLabs/status/2014330621733081193)  2026-01-22T13:33Z [----] followers, [---] engagements


"GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from January [--] to January 30: 🔹 Median Revenue growth: +10.2% YoY 🔹 Median EPS growth: +9.8% YoY $NUE $UNH $BA $GM $UPS $AAL $TXN $STX $NXT $ASML $SBUX $TSLA $MSFT $META $LRCX $NOW $IBM $WM $MA $CAT $LMT $AAPL $SNDK $V $WDC $DECK $SOFI $XOM $CVX $AXP $VZ GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from January [--] to January 23: 🔹 Median Revenue growth: +7.6% YoY 🔹"  
[X Link](https://x.com/EsthaarLabs/status/2014706854526394533)  2026-01-23T14:28Z [----] followers, [----] engagements


"$NUE: Nucor Earnings Preview (today after-hours)"  
[X Link](https://x.com/EsthaarLabs/status/2015844141612081599)  2026-01-26T17:47Z [----] followers, [----] engagements


"Implied moves for some companies reporting earnings on Wednesday (January 28) pre-market (plus ASML later tonight): ☀ $APH $ELV $VFC $GLW $SBUX $ASML $GEV $T $ADP $PGR $GD Earnings later tonight and tomorrow morning before the market opens: $ASML $T $SBUX $ELV 🧵 ASML Earnings Preview https://t.co/8TitsXSCRB Earnings later tonight and tomorrow morning before the market opens: $ASML $T $SBUX $ELV 🧵 ASML Earnings Preview https://t.co/8TitsXSCRB"  
[X Link](https://x.com/EsthaarLabs/status/2016293686225604708)  2026-01-27T23:34Z [----] followers, [---] engagements


"$NOW ServiceNow Q1-2026 Guidance: 🔹 Quarterly Operating Margin of 31.50%: +18 bps higher than analysts' expectations. Earnings Results: https://twitter.com/i/web/status/2016625646756069678 https://twitter.com/i/web/status/2016625646756069678"  
[X Link](https://x.com/EsthaarLabs/status/2016625646756069678)  2026-01-28T21:33Z [----] followers, [---] engagements


"$SNDK: Sandisk Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2016912682767536234)  2026-01-29T16:33Z [----] followers, [----] engagements


"$V: Visa Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2016912685640683730)  2026-01-29T16:33Z [----] followers, [---] engagements


"Here are the implied moves for some companies reporting earnings today after-hours: 🌙 $AAPL $DECK $EMN $HITI $KLAC $SNDK $SYK $V $WDC Companies reporting after the bell today: $AAPL $SNDK $V 🧵 Apple Earnings Preview https://t.co/uc1v4Ky5lC Companies reporting after the bell today: $AAPL $SNDK $V 🧵 Apple Earnings Preview https://t.co/uc1v4Ky5lC"  
[X Link](https://x.com/EsthaarLabs/status/2016946991608037411)  2026-01-29T18:50Z [----] followers, [---] engagements


"$V: Visa Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/2016981545425211458)  2026-01-29T21:07Z [----] followers, [---] engagements


"$AXP: American Express Co Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2017026968118591675)  2026-01-30T00:07Z [----] followers, [---] engagements


"ICYMI $AXP American Express Co is down 2.54% pre-market after delivering roughly in-line results with guidance coming in slightly higher than expected. FY [----] Guidance: 🔹 Revenue Growth (YoY) of 9.00% to 10.00%: +51 bps higher than analysts' expectations. 🔹 EPS of $17.30 - $17.90: +1.27% above consensus estimates. Earnings Results: https://twitter.com/i/web/status/2017238284431192463 https://twitter.com/i/web/status/2017238284431192463"  
[X Link](https://x.com/EsthaarLabs/status/2017238284431192463)  2026-01-30T14:07Z [----] followers, [---] engagements


"ICYMI $SOFI SoFi Technologies FY [----] Guidance: 🔹 Adjusted net revenue of $4.66 billion: +2.31% above consensus estimates. 🔹 Adjusted EPS of $0.60: +1.69% above consensus estimates. Earnings results:"  
[X Link](https://x.com/EsthaarLabs/status/2017239947686687134)  2026-01-30T14:14Z [----] followers, [----] engagements


"Here are the implied moves for some companies reporting earnings on Monday (February 02) pre-market: ☀ $APTV $ARLP $BSRR $DIS $HESM $IDXX $NSSC $RVTY $TSN $TWST"  
[X Link](https://x.com/EsthaarLabs/status/2018175009315819710)  2026-02-02T04:09Z [----] followers, [---] engagements


"Here are the implied moves for some companies reporting earnings today after-hours: 🌙 $CSWC $DOC $DVA $FN $NXPI $PLTR $RMBS $SPG $TER $WWD $PLTR: Palantir Technologies Earnings Preview https://t.co/gqN4IFYztX $PLTR: Palantir Technologies Earnings Preview https://t.co/gqN4IFYztX"  
[X Link](https://x.com/EsthaarLabs/status/2018421876054241605)  2026-02-02T20:30Z [----] followers, [---] engagements


"$PLTR Palantir Technologies Q1-2026 Guidance: 🔹 Quarterly Revenue of $1.53 - $1.54 billion: +15.34% above consensus estimates. 🔹 Quarterly Adj. Operating Income of $870.00 - $874.00 million: +36.62% above consensus estimates. $PLTR Palantir Technologies FY [----] Guidance: 🔹 Full-year Revenue of $7.18 - $7.20 billion: +14.49% above consensus estimates. Earnings results: https://twitter.com/i/web/status/2018432218507428045 https://twitter.com/i/web/status/2018432218507428045"  
[X Link](https://x.com/EsthaarLabs/status/2018432218507428045)  2026-02-02T21:11Z [----] followers, [----] engagements


"Here are the implied moves for some companies reporting earnings on Tuesday (February 03) pre-market: ☀ $ADM $ETN $FUBO $GLXY $MPLX $MRK $PEP $PFE $PYPL Couple of earnings reports tomorrow before the bell: $PYPL $PE PayPal Earnings Preview https://t.co/pjdsNCAnej Couple of earnings reports tomorrow before the bell: $PYPL $PE PayPal Earnings Preview https://t.co/pjdsNCAnej"  
[X Link](https://x.com/EsthaarLabs/status/2018492542275178554)  2026-02-03T01:11Z [----] followers, [---] engagements


"$PYPL PayPal down almost 18% pre-market after a weak set of results and lower than expected outlook. Q1-2026 Guidance: 🔹 Non-GAAP EPS Growth 'Mid-single digit decline' vs. +3.75% Est. FY [----] Guidance: 🔹 Non-GAAP EPS Growth 'Low-single digit decline to slightly positive' vs. +6.9% Est. Earnings Results https://twitter.com/i/web/status/2018687002636345820 https://twitter.com/i/web/status/2018687002636345820"  
[X Link](https://x.com/EsthaarLabs/status/2018687002636345820)  2026-02-03T14:04Z [----] followers, [----] engagements


"$SMCI Super Micro Computer Q3-2026 Guidance: 🔹 Quarterly Net Sales of $12.30 billion: +20.59% above consensus estimates. 🔹 Quarterly Non-GAAP EPS of $0.60: +15.38% above consensus estimates. $SMCI Super Micro Computer FY [----] Guidance: 🔹 Full-year Net Sales of $40.00 billion: +10.28% above consensus estimates. Earnings Results: https://twitter.com/i/web/status/2018805428533199061 https://twitter.com/i/web/status/2018805428533199061"  
[X Link](https://x.com/EsthaarLabs/status/2018805428533199061)  2026-02-03T21:54Z [----] followers, [----] engagements


"Earnings tomorrow before the bell: $UBER $LLY Uber Technologies Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2018828909962461621)  2026-02-03T23:28Z [----] followers, [---] engagements


"$LLY: Eli Lilly and Co Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2018828913145790842)  2026-02-03T23:28Z [----] followers, [---] engagements


"Here are the implied moves for some companies reporting earnings on Wednesday (February 04) pre-market: ☀ $ABBV $BSX $CME $CTSH $JCI $LLY $NVO $UBER $UBS Earnings tomorrow before the bell: $UBER $LLY Uber Technologies Earnings Preview https://t.co/xuL162sEe9 Earnings tomorrow before the bell: $UBER $LLY Uber Technologies Earnings Preview https://t.co/xuL162sEe9"  
[X Link](https://x.com/EsthaarLabs/status/2018863145394241938)  2026-02-04T01:44Z [----] followers, [---] engagements


"$SPY $QQQ The ISM Services PMI came in at [----] in January vs. a [----] forecast and was unchanged from the prior month. Of the [--] services industries tracked [--] reported growth in January while five reported contraction. According to the statement the overall index has been expanding for [--] consecutive months. However this appears inconsistent with the December report which stated that the index had been in expansion for only three consecutive months. Similar to the manufacturing PMI there appears to be some inconsistency in the recent historical data. Business Activity/Production rose MoM to"  
[X Link](https://x.com/EsthaarLabs/status/2019074659266818095)  2026-02-04T15:44Z [----] followers, [---] engagements


"Earnings scheduled for today after the bell: $GOOGL $ARM $QCOM $SYM 🧵 GOOGL: Alphabet Inc. Earnings Preview:"  
[X Link](https://x.com/EsthaarLabs/status/2019086437069578374)  2026-02-04T16:31Z [----] followers, [----] engagements


"$GOOGL Alphabet Inc.'s projected price trajectory based on its implied move heading into earnings: 🐂 Bull case: $357.90 🐻 Bear case: $321.52 Google (Alphabet) heads into earnings trading at 30x earnings and up a modest 6.28% YTD. It has beaten EPS estimates [--] times and missed five over the past [--] quarters. Needless to say the stock has had a tremendous run since 4Q-25 and it's currently battling to hold its 20-day moving average. Reset soon or we still got room to run Earnings scheduled for today after the bell: $GOOGL $ARM $QCOM $SYM 🧵 GOOGL: Alphabet Inc. Earnings Preview:"  
[X Link](https://x.com/EsthaarLabs/status/2019098958585307489)  2026-02-04T17:21Z [----] followers, [----] engagements


"Here are the implied moves for some companies reporting earnings today after-hours: 🌙 $ARM $CCI $COHR $ELF $FLNC $GOOGL $ORLY $QCOM $SNAP $SYM Earnings scheduled for today after the bell: $GOOGL $ARM $QCOM $SYM 🧵 GOOGL: Alphabet Inc. Earnings Preview: https://t.co/bNNcnEwvX9 Earnings scheduled for today after the bell: $GOOGL $ARM $QCOM $SYM 🧵 GOOGL: Alphabet Inc. Earnings Preview: https://t.co/bNNcnEwvX9"  
[X Link](https://x.com/EsthaarLabs/status/2019125264501076359)  2026-02-04T19:05Z [----] followers, [---] engagements


"$QCOM Qualcomm down almost 7% after hours following a weaker than expected outlook: Q2-2026 Guidance: 🔹 Revenues of $10.20 - $11.00 billion: -3.81% below consensus estimates. 🔹 Non-GAAP diluted EPS of $2.45 - $2.65: -11.15% below consensus estimates. Earnings Results https://twitter.com/i/web/status/2019155567252546031 https://twitter.com/i/web/status/2019155567252546031"  
[X Link](https://x.com/EsthaarLabs/status/2019155567252546031)  2026-02-04T21:06Z [----] followers, [----] engagements


"$GOOGL: Alphabet Inc. Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/2019155876112920896)  2026-02-04T21:07Z [----] followers, [----] engagements


"$SYM Symbotic Inc. flying after hours thanks to a very strong quarter and much higher than expected outlook: Q2-2026 Guidance: 🔹 Revenue of $650.00 - $670.00 million: +3.21% above consensus estimates. 🔹 Adjusted EBITDA of $70.00 - $75.00 million: +28.23% above consensus estimates. https://twitter.com/i/web/status/2019157176602759279 https://twitter.com/i/web/status/2019157176602759279"  
[X Link](https://x.com/EsthaarLabs/status/2019157176602759279)  2026-02-04T21:12Z [----] followers, [----] engagements


"$ARM Arm Holdings selling off after hours; sound quarter and guidance but you know how it is with ARM. Q4-2026 Guidance: 🔹 Revenue of $1.42 - $1.52 billion: +2.08% above consensus estimates. 🔹 Non-GAAP EPS of $0.54 - $0.62: +3.57% above consensus estimates. https://twitter.com/i/web/status/2019158696576659740 https://twitter.com/i/web/status/2019158696576659740"  
[X Link](https://x.com/EsthaarLabs/status/2019158696576659740)  2026-02-04T21:18Z [----] followers, [---] engagements


"@earnings_guy $SYM +17% after hours. EBITDA guidance crushed consensus estimates $SYM Symbotic Inc. flying after hours thanks to a very strong quarter and much higher than expected outlook: Q2-2026 Guidance: 🔹 Revenue of $650.00 - $670.00 million: +3.21% above consensus estimates. 🔹 Adjusted EBITDA of $70.00 - $75.00 million: +28.23% above consensus https://t.co/fxCf8RB1iI $SYM Symbotic Inc. flying after hours thanks to a very strong quarter and much higher than expected outlook: Q2-2026 Guidance: 🔹 Revenue of $650.00 - $670.00 million: +3.21% above consensus estimates. 🔹 Adjusted EBITDA"  
[X Link](https://x.com/EsthaarLabs/status/2019159733328924953)  2026-02-04T21:22Z [----] followers, [---] engagements


"@kpak82 The market absolutely hated $QCOM s weaker than expected guidance $QCOM Qualcomm down almost 7% after hours following a weaker than expected outlook: Q2-2026 Guidance: 🔹 Revenues of $10.20 - $11.00 billion: -3.81% below consensus estimates. 🔹 Non-GAAP diluted EPS of $2.45 - $2.65: -11.15% below consensus estimates. Earnings Results https://t.co/EhjYio2RU0 $QCOM Qualcomm down almost 7% after hours following a weaker than expected outlook: Q2-2026 Guidance: 🔹 Revenues of $10.20 - $11.00 billion: -3.81% below consensus estimates. 🔹 Non-GAAP diluted EPS of $2.45 - $2.65: -11.15% below"  
[X Link](https://x.com/EsthaarLabs/status/2019161733995327751)  2026-02-04T21:30Z [----] followers, [---] engagements


"Here are the implied moves for some companies reporting earnings on Thursday (February 05) pre-market: ☀ $BMY $CI $COP $CX $EL $KKR $SHEL"  
[X Link](https://x.com/EsthaarLabs/status/2019216592064884767)  2026-02-05T01:08Z [----] followers, [---] engagements


"$IREN IREN's projected price trajectory based on its implied move heading into earnings: 🐂 Bull case: $48.13 🐻 Bear case: $36.77 IREN heads into earnings trading at 50.8x forward P/E up 9.95% YTD. Over the last [--] quarters the company has beaten EPS estimates just [--] times missing [--]. Will todays print tilt toward a beat $IREN: IREN Earnings Preview https://t.co/sZU8pPRJUG $IREN: IREN Earnings Preview https://t.co/sZU8pPRJUG"  
[X Link](https://x.com/EsthaarLabs/status/2019472757822456254)  2026-02-05T18:06Z [----] followers, [----] engagements


"$MSTR: Strategy Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/2019517428263157883)  2026-02-05T21:04Z [----] followers, [----] engagements


"$AMZN Amazon down almost 10% after hours following a weaker than expected outlook. Q1-2026 Guidance: 🔹 Quarterly Net sales of $173.50 - $178.50 billion: +0.43% above consensus estimates. 🔹 Quarterly Operating income of $16.50 - $21.50 billion: -14.22% below consensus estimates. Earnings Results https://twitter.com/i/web/status/2019518277542719969 https://twitter.com/i/web/status/2019518277542719969"  
[X Link](https://x.com/EsthaarLabs/status/2019518277542719969)  2026-02-05T21:07Z [----] followers, [----] engagements


"$RDDT Reddit up almost +5% after hours following a strong set of quarterly results and better than expected outlook. Q1-2026 Guidance: 🔹 Revenue of $595.00 - $605.00 million: +3.97% above consensus estimates. 🔹 Adjusted EBITDA of $210.00 - $220.00 million: +4.93% above consensus estimates. Earnings Results https://twitter.com/i/web/status/2019520675627831484 https://twitter.com/i/web/status/2019520675627831484"  
[X Link](https://x.com/EsthaarLabs/status/2019520675627831484)  2026-02-05T21:17Z [----] followers, [----] engagements


"Here are the implied moves for some companies reporting earnings on Friday (February 06) pre-market: ☀ $AN $BIIB $CBOE $CGC $CNC $NVT $PAA $ROIV $UAA"  
[X Link](https://x.com/EsthaarLabs/status/2019593380691406993)  2026-02-06T02:05Z [----] followers, [---] engagements


"@StockMKTNewz Still plenty of interesting names reporting next week. Keeping an eye on $HOOD 👀 GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from February [--] to February 13: 🔹 Median Revenue growth: +12.9% YoY 🔹 Median EPS growth: +9.6% YoY $MNDY $ON $SPOT $KO $DDOG $OSCR $CVS https://t.co/MdYKANuM6u GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from February [--] to February 13: 🔹 Median Revenue growth: +12.9% YoY 🔹"  
[X Link](https://x.com/EsthaarLabs/status/2020568860349378990)  2026-02-08T18:42Z [----] followers, [---] engagements


"Here are the implied moves for some companies reporting earnings on Monday (February 09) pre-market: ☀ $AIOT $APO $AVXL $CLF $DT $KD $MNDY $PGY $SBH"  
[X Link](https://x.com/EsthaarLabs/status/2020649672118030435)  2026-02-09T00:03Z [----] followers, [---] engagements


"$ON: ON Semiconductor Earnings Preview (today after the bell)"  
[X Link](https://x.com/EsthaarLabs/status/2020913225013837999)  2026-02-09T17:30Z [----] followers, [----] engagements


"Here are the implied moves for some companies reporting earnings today after-hours: 🌙 $ACGL $AMKR $GT $ON $SVM $UPWK $ON: ON Semiconductor Earnings Preview (today after the bell) https://t.co/fpjHFkDLJb $ON: ON Semiconductor Earnings Preview (today after the bell) https://t.co/fpjHFkDLJb"  
[X Link](https://x.com/EsthaarLabs/status/2020930698996035852)  2026-02-09T18:40Z [----] followers, [---] engagements


"$ON ON Semiconductor down almost 8% after hours following a somewhat mixed quarter (slight revenue miss) and a mixed outlook: Q1-2026 Guidance: 🔹 Revenue of $1.44 - $1.53 billion: -1.66% below consensus estimates. 🔹 Gross Margin of 37.50% to 39.50%: +40 bps higher than analysts' expectations. 🔹 Diluted Earnings Per Share of $0.56 - $0.66: in line with consensus estimates. Earnings results: https://twitter.com/i/web/status/2020971392313983022 https://twitter.com/i/web/status/2020971392313983022"  
[X Link](https://x.com/EsthaarLabs/status/2020971392313983022)  2026-02-09T21:21Z [----] followers, [----] engagements


"@tenet_research Gross margin guidance was the only positive surprise; the rest was in line with or below consensus estimates. $ON -7.5% 🥀 $ON ON Semiconductor down almost 8% after hours following a somewhat mixed quarter (slight revenue miss) and a mixed outlook: Q1-2026 Guidance: 🔹 Revenue of $1.44 - $1.53 billion: -1.66% below consensus estimates. 🔹 Gross Margin of 37.50% to 39.50%: +40 bps higher than https://t.co/xCuJOofMzN $ON ON Semiconductor down almost 8% after hours following a somewhat mixed quarter (slight revenue miss) and a mixed outlook: Q1-2026 Guidance: 🔹 Revenue of $1.44"  
[X Link](https://x.com/EsthaarLabs/status/2020972234463158613)  2026-02-09T21:25Z [----] followers, [---] engagements


"@wallstengine Very lukewarm guidance overall except for gross margin: +40 bps above estimates. $ON dumping hard after hours 🩸 $ON ON Semiconductor down almost 8% after hours following a somewhat mixed quarter (slight revenue miss) and a mixed outlook: Q1-2026 Guidance: 🔹 Revenue of $1.44 - $1.53 billion: -1.66% below consensus estimates. 🔹 Gross Margin of 37.50% to 39.50%: +40 bps higher than https://t.co/xCuJOofMzN $ON ON Semiconductor down almost 8% after hours following a somewhat mixed quarter (slight revenue miss) and a mixed outlook: Q1-2026 Guidance: 🔹 Revenue of $1.44 - $1.53"  
[X Link](https://x.com/EsthaarLabs/status/2020973037022220310)  2026-02-09T21:28Z [----] followers, [---] engagements


"Here are the implied moves for some companies reporting earnings on Tuesday (February 10) pre-market: ☀ $CVS $DDOG $FISV $KO $MAR $OSCR $RACE $SPGI $SPOT"  
[X Link](https://x.com/EsthaarLabs/status/2021003679940088282)  2026-02-09T23:30Z [----] followers, [---] engagements


"$F: Ford Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021254231915684166)  2026-02-10T16:05Z [----] followers, [---] engagements


"$HOOD Robinhood Markets's projected price trajectory based on its implied move heading into earnings: 🐂 Bull case: $94.12 🐻 Bear case: $78.60 Robinhood heads into earnings trading at 33x earnings down 23.5% YTD after a sharp selloff in recent days. Over the last [--] quarters its beaten EPS estimates [--] times and missed [--]. Is this setting up for an earnings pump Results coming after the bell today: $HOOD $ALAB $F 🧵 HOOD: Robinhood Markets Earnings Preview https://t.co/hwrIul5WYl Results coming after the bell today: $HOOD $ALAB $F 🧵 HOOD: Robinhood Markets Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021267928629280929)  2026-02-10T17:00Z [----] followers, [---] engagements


"Here are the implied moves for some companies reporting earnings today after-hours: 🌙 $AIG $ALAB $EW $F $GILD $HOOD $LYFT $NET $UPST $Z Results coming after the bell today: $HOOD $ALAB $F 🧵 HOOD: Robinhood Markets Earnings Preview https://t.co/hwrIul5WYl Results coming after the bell today: $HOOD $ALAB $F 🧵 HOOD: Robinhood Markets Earnings Preview https://t.co/hwrIul5WYl"  
[X Link](https://x.com/EsthaarLabs/status/2021285131663589840)  2026-02-10T18:08Z [----] followers, [---] engagements


"$HOOD: Robinhood Markets Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/2021330572287574472)  2026-02-10T21:08Z [----] followers, [----] engagements


"@StockMKTNewz $HOOD Missed revenue and operating income estimates 🥀 $HOOD: Robinhood Markets Earnings Results https://t.co/pXqF2Wno59 $HOOD: Robinhood Markets Earnings Results https://t.co/pXqF2Wno59"  
[X Link](https://x.com/EsthaarLabs/status/2021332030882226274)  2026-02-10T21:14Z [----] followers, [----] engagements


"@earnings_guy Damn $ALAB down almost 5% even with better than expected guidance. Guess trading at 80x P/E ahead of earnings didnt help $ALAB Astera Labs down -4% after hours despite delivering a solid quarter and better than expected outlook. Q1-2026 Guidance: 🔹 Revenue of $286.00 - $297.00 million: +12.06% above consensus estimates. 🔹 Adj. Gross Margin of 74.00%: +11 bps higher than analysts' expectations. https://t.co/Iy5pZTtTBD $ALAB Astera Labs down -4% after hours despite delivering a solid quarter and better than expected outlook. Q1-2026 Guidance: 🔹 Revenue of $286.00 - $297.00"  
[X Link](https://x.com/EsthaarLabs/status/2021332740780720508)  2026-02-10T21:17Z [----] followers, [----] engagements


"$F: Ford Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/2021335932247605268)  2026-02-10T21:30Z [----] followers, [---] engagements


"Here are the implied moves for some companies reporting earnings on Wednesday (February 11) pre-market: ☀ $GFS $HUM $KHC $MCD $SHOP $TMUS $U $VRT"  
[X Link](https://x.com/EsthaarLabs/status/2021396260549529667)  2026-02-11T01:29Z [----] followers, [---] engagements


"$APP and $CSCO on deck after the bell. Heres what to expect: AppLovin Corp Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021609084177268925)  2026-02-11T15:35Z [----] followers, [----] engagements


"$CSCO: Cisco Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021609087104848047)  2026-02-11T15:35Z [----] followers, [---] engagements


"$APP AppLovin Corp's projected price trajectory based on its implied move heading into earnings: 🐂 Bull case: $499.90 🐻 Bear case: $386.76 AppLovin trades at 33x forward earnings and is down 34% YTD. Over the last [--] quarters its beaten EPS estimates [--] times and missed [--]. Pump or dump after the bell 👀 $APP and $CSCO on deck after the bell. Heres what to expect: AppLovin Corp Earnings Preview https://t.co/OcqtAUarzd $APP and $CSCO on deck after the bell. Heres what to expect: AppLovin Corp Earnings Preview https://t.co/OcqtAUarzd"  
[X Link](https://x.com/EsthaarLabs/status/2021624520990171492)  2026-02-11T16:37Z [----] followers, [----] engagements


"$CSCO Cisco's projected price trajectory based on its implied move heading into earnings: 🐂 Bull case: $90.66 🐻 Bear case: $81.62 As for Cisco its up +11.1% YTD and trading at 21x earnings. Its beaten EPS estimates [--] straight quarters: a perfect record 💯 More upside or time for a pause $CSCO: Cisco Earnings Preview https://t.co/whdanecPS7 $CSCO: Cisco Earnings Preview https://t.co/whdanecPS7"  
[X Link](https://x.com/EsthaarLabs/status/2021639871496888382)  2026-02-11T17:38Z [----] followers, [---] engagements


"$CSCO Cisco results are out; down 2% after hours following a positive quarter but mixed / in-line outlook. Q3-2026 Guidance: 🔹 Revenue of $15.40 - $15.60 billion: +1.93% above consensus estimates. 🔹 Adj. Gross margin of 65.50% to 66.50%: [----] bps lower than analysts' expectations. 🔹 Adj. Operating margin of 33.50% to 34.50%: [---] bps lower than analysts' expectations. 🔹 Quarterly Adj. EPS of $1.02 - $1.04: in line with consensus estimates. FY [----] Guidance: 🔹 Full-year Revenue of $61.20 - $61.70 billion: +1.12% above consensus estimates. 🔹 Full-year Adj. EPS of $4.13 - $4.17: +0.48%"  
[X Link](https://x.com/EsthaarLabs/status/2021693356712075505)  2026-02-11T21:10Z [----] followers, [----] engagements


"$APP AppLovin Corp down almost 7% after-hours despite delivering a better than expected quarter and outlook. Q1-2026 Guidance: 🔹 Revenue of $1745.00 - $1775.00 million: +3.56% above consensus estimates. 🔹 Adjusted EBITDA of $1465.00 - $1495.00 million: +6.50% above consensus estimates. 🔹 Adj. EBITDA Margin of 84.00%: +223 bps higher than analysts' expectations. Earnings results: https://twitter.com/i/web/status/2021694206448726127 https://twitter.com/i/web/status/2021694206448726127"  
[X Link](https://x.com/EsthaarLabs/status/2021694206448726127)  2026-02-11T21:13Z [----] followers, [----] engagements


"@unusual_whales Positive quarter but guidance was somewhat lukewarm (see comparison vs estimates below) $CSCO down almost 5% after hours $CSCO Cisco results are out; down 2% after hours following a positive quarter but mixed / in-line outlook. Q3-2026 Guidance: 🔹 Revenue of $15.40 - $15.60 billion: +1.93% above consensus estimates. 🔹 Adj. Gross margin of 65.50% to 66.50%: [----] bps lower than analysts' https://t.co/osXxInORCD $CSCO Cisco results are out; down 2% after hours following a positive quarter but mixed / in-line outlook. Q3-2026 Guidance: 🔹 Revenue of $15.40 - $15.60 billion:"  
[X Link](https://x.com/EsthaarLabs/status/2021696094942425491)  2026-02-11T21:21Z [----] followers, [---] engagements


"@ConsensusGurus $CSCO Gross margins declined by [---] bps YoY during the quarter and their gross margin guidance for Q3-26 came in nearly [---] bps below expectations $CSCO Cisco results are out; down 2% after hours following a positive quarter but mixed / in-line outlook. Q3-2026 Guidance: 🔹 Revenue of $15.40 - $15.60 billion: +1.93% above consensus estimates. 🔹 Adj. Gross margin of 65.50% to 66.50%: [----] bps lower than analysts' https://t.co/osXxInORCD $CSCO Cisco results are out; down 2% after hours following a positive quarter but mixed / in-line outlook. Q3-2026 Guidance: 🔹 Revenue of"  
[X Link](https://x.com/EsthaarLabs/status/2021697646218400045)  2026-02-11T21:27Z [----] followers, [---] engagements


"Here are the implied moves for some companies reporting earnings on Thursday (February 12) pre-market: ☀ $CROX $NBIS $PCG $ZTS $NBIS: Nebius Group Earnings Preview (February [--] before market open) https://t.co/2u4v7FutMw $NBIS: Nebius Group Earnings Preview (February [--] before market open) https://t.co/2u4v7FutMw"  
[X Link](https://x.com/EsthaarLabs/status/2021789687422079029)  2026-02-12T03:33Z [----] followers, [---] engagements


"$COIN $ANET $RIVN $AMAT will report earnings today after the bell. Heres what to expect 🧵 COIN: Coinbase Global Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021970196110663767)  2026-02-12T15:30Z [----] followers, [----] engagements


"$ANET: Arista Networks Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021970198560223254)  2026-02-12T15:30Z [----] followers, [---] engagements


"$RIVN: Rivian Automotive Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021970201085190400)  2026-02-12T15:30Z [----] followers, [---] engagements


"$AMAT: Applied Materials Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021970203265905072)  2026-02-12T15:30Z [----] followers, [---] engagements


"Here's $COIN Coinbase Global's projected price trajectory based on its implied move heading into earnings: 🐂 Bull case: $158.28 🐻 Bear case: $135.58 Coinbase heads into earnings trading at 24x earnings down 35.1% YTD. It has beaten EPS estimates [--] times and missed [--] over the last [--] quarters. Setting up for a bounce or more pain ahead $COIN $ANET $RIVN $AMAT will report earnings today after the bell. Heres what to expect 🧵 COIN: Coinbase Global Earnings Preview https://t.co/QeU7CT1B06 $COIN $ANET $RIVN $AMAT will report earnings today after the bell. Heres what to expect 🧵 COIN: Coinbase"  
[X Link](https://x.com/EsthaarLabs/status/2021992432649339134)  2026-02-12T16:58Z [----] followers, [---] engagements


"Implied moves for some companies reporting earnings today after-hours: 🌙 $ABNB $AMAT $ANET $BROS $COIN $DKNG $EXPE $PINS $RIVN $ROKU $TOST $COIN $ANET $RIVN $AMAT will report earnings today after the bell. Heres what to expect 🧵 COIN: Coinbase Global Earnings Preview https://t.co/QeU7CT1B06 $COIN $ANET $RIVN $AMAT will report earnings today after the bell. Heres what to expect 🧵 COIN: Coinbase Global Earnings Preview https://t.co/QeU7CT1B06"  
[X Link](https://x.com/EsthaarLabs/status/2022005440897581131)  2026-02-12T17:50Z [----] followers, [---] engagements


"$RIVN: Rivian Automotive Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/2022056546503622935)  2026-02-12T21:13Z [----] followers, [---] engagements


"@weary_centurion $COIN Red to green and currently flattish after hours 😮💨 But yes weak figures vs consensus estimates $COIN: Coinbase Global Earnings Results https://t.co/Tcy4HIddG5 $COIN: Coinbase Global Earnings Results https://t.co/Tcy4HIddG5"  
[X Link](https://x.com/EsthaarLabs/status/2022059416242336224)  2026-02-12T21:25Z [----] followers, [---] engagements


"@BullTradeFinder Very strong gross margin beat 👀 $RIVN $RIVN: Rivian Automotive Earnings Results https://t.co/Eogrio9Fe4 $RIVN: Rivian Automotive Earnings Results https://t.co/Eogrio9Fe4"  
[X Link](https://x.com/EsthaarLabs/status/2022060745635045722)  2026-02-12T21:30Z [----] followers, [---] engagements


"@earnings_guy +7.3% after hours. Guidance mostly above expectations ✅ $ANET $ANET Arista Networks: +5% after hours thanks to a strong quarter and a mostly higher than expected outlook. Q1-2026 Guidance: 🔹 Revenue of $2.60 billion: +5.69% above consensus estimates. 🔹 Non-GAAP gross margin of 62.00% to 63.00%: [---] bps lower than analysts' https://t.co/vnCExcMShX $ANET Arista Networks: +5% after hours thanks to a strong quarter and a mostly higher than expected outlook. Q1-2026 Guidance: 🔹 Revenue of $2.60 billion: +5.69% above consensus estimates. 🔹 Non-GAAP gross margin of 62.00% to"  
[X Link](https://x.com/EsthaarLabs/status/2022061213447037114)  2026-02-12T21:32Z [----] followers, [---] engagements


"@JWnFL007 Team Dimon 🫡"  
[X Link](https://x.com/EsthaarLabs/status/2022308118848323929)  2026-02-13T13:53Z [----] followers, [--] engagements


"$ALAB Astera Labs down -4% after hours despite delivering a solid quarter and better than expected outlook. Q1-2026 Guidance: 🔹 Revenue of $286.00 - $297.00 million: +12.06% above consensus estimates. 🔹 Adj. Gross Margin of 74.00%: +11 bps higher than analysts' expectations. 🔹 Adj. EPS of $0.53 - $0.54: +2.88% above consensus estimates. Earnings results: https://twitter.com/i/web/status/2021331609295671302 https://twitter.com/i/web/status/2021331609295671302"  
[X Link](https://x.com/EsthaarLabs/status/2021331609295671302)  2026-02-10T21:13Z [----] followers, [----] engagements


"@StockSavvyShay Yes $ALAB delivered a better than expected quarter and outlook (gross margin also higher than expected). But valuation was somewhat hefty ahead of the print (80 forward P/E); the stock is down 5% after hours. $ALAB Astera Labs down -4% after hours despite delivering a solid quarter and better than expected outlook. Q1-2026 Guidance: 🔹 Revenue of $286.00 - $297.00 million: +12.06% above consensus estimates. 🔹 Adj. Gross Margin of 74.00%: +11 bps higher than analysts' expectations. https://t.co/Iy5pZTtTBD $ALAB Astera Labs down -4% after hours despite delivering a solid"  
[X Link](https://x.com/EsthaarLabs/status/2021333735950647715)  2026-02-10T21:21Z [----] followers, [----] engagements


"$AMAT Applied Materials up +10% after hours following a better than expected quarter and outlook: Q2-2026 Guidance: 🔹 Total net revenue of $7.15 - $8.15 million: +9.02% above consensus estimates. 🔹 Non-GAAP diluted EPS of $2.44 - $2.84: +15.79% above consensus estimates. Earnings results: https://twitter.com/i/web/status/2022055374094774582 https://twitter.com/i/web/status/2022055374094774582"  
[X Link](https://x.com/EsthaarLabs/status/2022055374094774582)  2026-02-12T21:09Z [----] followers, [---] engagements


"$ANET Arista Networks: +5% after hours thanks to a strong quarter and a mostly higher than expected outlook. Q1-2026 Guidance: 🔹 Revenue of $2.60 billion: +5.69% above consensus estimates. 🔹 Non-GAAP gross margin of 62.00% to 63.00%: [---] bps lower than analysts' expectations. 🔹 Non-GAAP operating margin of 46.00%: +84 bps higher than analysts' expectations. Earnings results: https://twitter.com/i/web/status/2022057637521580526 https://twitter.com/i/web/status/2022057637521580526"  
[X Link](https://x.com/EsthaarLabs/status/2022057637521580526)  2026-02-12T21:18Z [----] followers, [---] engagements


"@BourbonCap $AMAT Strong beat across the board: quarterly results + guidance ✅ $AMAT Applied Materials up +10% after hours following a better than expected quarter and outlook: Q2-2026 Guidance: 🔹 Total net revenue of $7.15 - $8.15 million: +9.02% above consensus estimates. 🔹 Non-GAAP diluted EPS of $2.44 - $2.84: +15.79% above consensus estimates. https://t.co/hRj9FX5cSG $AMAT Applied Materials up +10% after hours following a better than expected quarter and outlook: Q2-2026 Guidance: 🔹 Total net revenue of $7.15 - $8.15 million: +9.02% above consensus estimates. 🔹 Non-GAAP diluted EPS"  
[X Link](https://x.com/EsthaarLabs/status/2022058309449396617)  2026-02-12T21:20Z [----] followers, [---] engagements


"@OptionsMir Q2-26 guidance crushed consensus estimates $AMAT 🚀 $AMAT Applied Materials up +10% after hours following a better than expected quarter and outlook: Q2-2026 Guidance: 🔹 Total net revenue of $7.15 - $8.15 million: +9.02% above consensus estimates. 🔹 Non-GAAP diluted EPS of $2.44 - $2.84: +15.79% above consensus estimates. https://t.co/hRj9FX5cSG $AMAT Applied Materials up +10% after hours following a better than expected quarter and outlook: Q2-2026 Guidance: 🔹 Total net revenue of $7.15 - $8.15 million: +9.02% above consensus estimates. 🔹 Non-GAAP diluted EPS of $2.44 -"  
[X Link](https://x.com/EsthaarLabs/status/2022058704636690622)  2026-02-12T21:22Z [----] followers, [--] engagements


"Here are the implied moves for some companies reporting earnings on Friday (February 13) pre-market: ☀ $AAP $CCJ $CIGI $ENB $ESNT $MGA $MRNA $SXT $TRP $WEN"  
[X Link](https://x.com/EsthaarLabs/status/2022149212721623141)  2026-02-13T03:21Z [----] followers, [---] engagements


"GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from February [--] to February 20: 🔹 Median Revenue growth: +9.5% YoY 🔹 Median EPS growth: +9.1% YoY $MDT $ET $VMC $PANW $CDNS $DVN $KVUE $TOL $ADI $VRSK $MCO $GRMN $WING $FVRR $CVNA $DASH $KGC $EBAY $WMT $LMND $DE $W $NICE $ETSY $OPEN $NEM $AKAM $CPRT $RIG $AU $PPL GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from February [--] to February 13: 🔹 Median Revenue growth: +12.9%"  
[X Link](https://x.com/EsthaarLabs/status/2022319004258304205)  2026-02-13T14:36Z [----] followers, [---] engagements


"$ALAB: Astera Labs Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2021254229277442561)  2026-02-10T16:05Z [----] followers, [----] engagements


"$NBIS Nebius Group's projected price trajectory based on its implied move heading into earnings: 🐂 Bull case: $97.03 🐻 Bear case: $80.19 I'd like to see Nebius hold current levels. Below $82 - $81 (look at the bear case) the volume profile shows some nasty gaps and if support breaks the drop could be fast. Weve seen plenty of strong beats and upbeat guidance and the stock still sold off. Stay on your toes $NBIS: Nebius Group Earnings Preview (February [--] before market open) https://t.co/2u4v7FutMw $NBIS: Nebius Group Earnings Preview (February [--] before market open) https://t.co/2u4v7FutMw"  
[X Link](https://x.com/EsthaarLabs/status/2021783361400791300)  2026-02-12T03:08Z [----] followers, [---] engagements


"@earnings_guy Momentum continues into next week: 🔹 Median Revenue growth: +9.5% YoY 🔹 Median EPS growth: +9.1% YoY GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from February [--] to February 20: 🔹 Median Revenue growth: +9.5% YoY 🔹 Median EPS growth: +9.1% YoY $MDT $ET $VMC $PANW $CDNS $DVN $KVUE https://t.co/YEQxqDS5nQ GET READY FOR THE WEEK AHEAD 🧭 Here's an analysis of quarterly Revenue and EPS growth expectations for selected companies reporting from February [--] to February 20: 🔹 Median Revenue"  
[X Link](https://x.com/EsthaarLabs/status/2022320626577338721)  2026-02-13T14:43Z [----] followers, [---] engagements


"$PYPL Summary of the Quarter in [--] Charts Results EPS Beat 🟢 🔹PayPal reported Q3 revenues of $7.847 billion: a +6% Y/Y growth and -0.4% below consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 18.8% better than the 17.3% expectation. 🔹EPS (non-GAAP) was $1.20: a +22% Y/Y increase and 12% above consensus estimates. FY-24 Guidance 🔹Non-GAAP EPS growth of high teens vs low to mid-teens before. $PYPL Results EPS Beat 🟢 🔹PayPal reported Q3 revenues of $7.847 billion: a +6% Y/Y growth and -0.4% below consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 18.8% better"  
[X Link](https://x.com/anyuser/status/1851226193241968764)  2024-10-29T11:34Z [----] followers, 10.9K engagements


"$GOOGL Results EPS Beat 🟢 🔹Alphabet reported Q3 revenues of $88.26 billion: a +15% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 32.3% better than the 30.8% expectation. 🔹EPS (GAAP) was $2.12: a +37% Y/Y increase and 15% above consensus estimates"  
[X Link](https://x.com/anyuser/status/1851354391107842457)  2024-10-29T20:04Z [----] followers, [----] engagements


"$AMD Results EPS Beat 🟢 🔹AMD reported Q3 revenues of $6.819 billion: an +18% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 25.2% better than the 25.0% expectation. 🔹EPS (non-GAAP) was $0.92: a +31% Y/Y increase and 1% above consensus estimates"  
[X Link](https://x.com/anyuser/status/1851358366750155007)  2024-10-29T20:20Z [----] followers, [----] engagements


"$AMD AMD Summary of the Quarter in [--] Charts Results EPS Beat 🟢 🔹AMD reported Q3 revenues of $6.819 billion: an +18% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 25.2% better than the 25.0% expectation. 🔹EPS (non-GAAP) was $0.92: a +31% Y/Y increase and 1% above consensus estimates Guidance for Q4-24: 🔹Revenue of $7.5 billion: -0.5% below consensus estimates. 🔹Non-GAAP gross margin of 54.0%. $AMD Results EPS Beat 🟢 🔹AMD reported Q3 revenues of $6.819 billion: an +18% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded"  
[X Link](https://x.com/anyuser/status/1851360295748559079)  2024-10-29T20:27Z [----] followers, 19.7K engagements


"$COIN Results EPS Miss 🔴 🔹Coinbase Global reported Q3 revenues of $1.205 billion: a +79% Y/Y growth but -4% below consensus estimates. 🔹Operating margin expanded [-----] p.p. Y/Y to 14.1% better than the 11.9% expectation. 🔹EPS (GAAP) was $0.28 vs -$0.01 a year ago but -32% below consensus estimates"  
[X Link](https://x.com/anyuser/status/1851718481785630846)  2024-10-30T20:11Z [----] followers, [----] engagements


"$META Results EPS Beat 🟢 🔹Meta Platforms reported Q3 revenues of $40.589 billion: a +19% Y/Y growth and 1% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 42.7% better than the 39.5% expectation. 🔹EPS (GAAP) was $6.03: a +37% Y/Y increase and 15% above consensus estimates"  
[X Link](https://x.com/anyuser/status/1851718953128611904)  2024-10-30T20:12Z [----] followers, [----] engagements


"$META: Summary of the Quarter in [--] Charts: Results EPS Beat 🟢 🔹Meta Platforms reported Q3 revenues of $40.589 billion: a +19% Y/Y growth and 1% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 42.7% better than the 39.5% expectation. 🔹EPS (GAAP) was $6.03: a +37% Y/Y increase and 15% above consensus estimates. $META Results EPS Beat 🟢 🔹Meta Platforms reported Q3 revenues of $40.589 billion: a +19% Y/Y growth and 1% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 42.7% better than the 39.5% expectation. 🔹EPS (GAAP) was $6.03: a +37% Y/Y"  
[X Link](https://x.com/anyuser/status/1851723597792084303)  2024-10-30T20:31Z [----] followers, [----] engagements


"$AAPL Results EPS Beat 🟢 🔹Apple reported Q4 revenues of $94.93 billion: a +6% Y/Y growth and 0% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 31.2% better than the 30.9% expectation. 🔹Adjusted EPS* was $1.64: a +12% Y/Y increase and 2% above consensus estimates. *Diluted earnings per share was $1.641 when excluding the one-time charge recognized during the fourth quarter of [----] related to the impact of the reversal of the European General Courts State Aid decision"  
[X Link](https://x.com/anyuser/status/1852087479505133604)  2024-10-31T20:37Z [----] followers, [----] engagements


"$AAPL Highlights from the quarter: 👇 🔹Consolidated operating margin: 31.2% (+1.62 p.p. QoQ / +1.04 p.p YoY). 🔹Operating cash flow margin: 28.2% (+4.1 p.p. YoY). YoY growth in Net sales by category: -iPhone: +5.52% - Mac: +1.71% -iPad:+7.87% -Wearables Home and Accessories: -3.00% - Services: +11.91% $AAPL Results EPS Beat 🟢 🔹Apple reported Q4 revenues of $94.93 billion: a +6% Y/Y growth and 0% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 31.2% better than the 30.9% expectation. 🔹Adjusted EPS* was $1.64: a +12% Y/Y increase and 2% above https://t.co/wSynRJ6xY0"  
[X Link](https://x.com/anyuser/status/1852089920468242458)  2024-10-31T20:47Z [----] followers, [----] engagements


"📈 Election Impact on Markets: How Major U.S. Stock Indexes Have Performed Across Presidential Cycles The charts below illustrate the cumulative returns of major U.S. stock indexes during presidential election years. Returns are measured at multiple intervals relative to the election datesuch as [--] day [--] week or [--] year after Election Dayusing the election date as the base point. Aside from the first term of President George W. Bush cumulative returns have generally been positive during the first [--] months of a presidential term regardless of whether the president was Republican or Democrat."  
[X Link](https://x.com/anyuser/status/1852720982005358791)  2024-11-02T14:34Z [----] followers, 26.9K engagements


"$HIMS Results EPS Beat 🟢 🔹Hims & Hers Health reported Q3 revenues of $402 million: a +77% Y/Y growth and 5% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 5.6% better than the 2.4% expectation. 🔹EPS (GAAP) was $0.32: a +900% Y/Y increase and 700% above consensus estimates"  
[X Link](https://x.com/anyuser/status/1853547305468911631)  2024-11-04T21:18Z [----] followers, [----] engagements


"$SQ Results EPS Beat 🟢 🔹Block Inc reported Q3 revenues of $5.976 billion: a +6% Y/Y growth but -4% below consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 7.4% better than the 3.8% expectation. 🔹EPS (non-GAAP) was $0.88: a +76% Y/Y increase and 1% above consensus estimates. RAISED Guidance for FY-24: 🔹Adj. Operating Income of $1.56 billion: +40.5% above consensus estimates. 🔹Adjusted EBITDA of $3.00 billion: +3.7% above consensus estimates"  
[X Link](https://x.com/anyuser/status/1854632740718539159)  2024-11-07T21:11Z [----] followers, [----] engagements


"$SOUN Results EPS Beat 🟢 🔹SoundHound AI reported Q3 revenues of $25 million: a +89% Y/Y growth and 9% above consensus estimates. 🔹Operating margin contracted [------] p.p. Y/Y to -134.6% falling short of the -94.9% expectation. 🔹EPS (non-GAAP) was -$0.04: a +33% Y/Y increase and 43% above consensus estimates. RAISED guidance for FY-24 & FY-25: 🔹Revenue for [----] of $82.0 - $85.0 million: +1.1% above consensus estimates. 🔹Revenue for [----] of $155.0 - $175.0 million: +8.5% above consensus estimates"  
[X Link](https://x.com/anyuser/status/1856447769302483403)  2024-11-12T21:23Z [----] followers, [----] engagements


"$ASTS Results EPS Miss** 🔴 🔹Revenue of $1.1 million: 10% above expectations. 🔹EPS (GAAP) was -$1.10: -378% Y/Y decrease and -450% below consensus estimates. ** The table below shows an adjusted EPS figure excluding the $236.9 million Loss on remeasurement of warrant liabilities of course the actual EPS would be different since I am not adjusting for taxes and/or non-controlling interests. The point here is simply to show that the non-cash charge resulted in a negative impact of around -$1.52 per share:"  
[X Link](https://x.com/anyuser/status/1857182123595120645)  2024-11-14T22:01Z [----] followers, [----] engagements


"$OKTA Okta Inc. Earnings Preview 🌐🛡 Analysts' expectations for Q3-25: 🔹Revenues of $650 million: an +11% Y/Y growth. 🔹Operating margin: 18.5% a [----] p.p. Y/Y expansion. 🔹EPS (non-GAAP): $0.58 a +32% Y/Y increase. https://twitter.com/i/web/status/1863942890214355164 https://twitter.com/i/web/status/1863942890214355164"  
[X Link](https://x.com/EsthaarLabs/status/1863942890214355164)  2024-12-03T13:46Z [----] followers, [---] engagements


"@TheTranscript_ $OKTA Okta Inc. RAISED guidance for FY-25: 🔹Total revenue of $2.595 - $2.597 billion: +1.3% above consensus estimates. 🔹Adj. Operating income of $573.0 - $575.0 million: +6.0% above consensus estimates. 🔹Non-GAAP EPS of $2.75 - $2.76: +5.6% above consensus estimates. $OKTA Results EPS Beat 🟢 🔹Okta Inc. reported Q3 revenues of $665 million: a +14% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 20.8% better than the 18.5% expectation. 🔹EPS (non-GAAP) was $0.67: a +52% Y/Y increase and 16% https://t.co/LKIw8KScyp $OKTA Results EPS"  
[X Link](https://x.com/EsthaarLabs/status/1864058094260555948)  2024-12-03T21:24Z [----] followers, [---] engagements


"@StockMKTNewz $OKTA Okta Inc. RAISED guidance for FY-25: 🔹Total revenue of $2.595 - $2.597 billion: +1.3% above consensus estimates. 🔹Adj. Operating income of $573.0 - $575.0 million: +6.0% above consensus estimates. 🔹Non-GAAP EPS of $2.75 - $2.76: +5.6% above consensus estimates. $OKTA Results EPS Beat 🟢 🔹Okta Inc. reported Q3 revenues of $665 million: a +14% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 20.8% better than the 18.5% expectation. 🔹EPS (non-GAAP) was $0.67: a +52% Y/Y increase and 16% https://t.co/LKIw8KScyp $OKTA Results EPS"  
[X Link](https://x.com/EsthaarLabs/status/1864058175906889988)  2024-12-03T21:24Z [----] followers, [---] engagements


"@AlphaSenseInc $OKTA Okta Inc. RAISED guidance for FY-25: 🔹Total revenue of $2.595 - $2.597 billion: +1.3% above consensus estimates. 🔹Adj. Operating income of $573.0 - $575.0 million: +6.0% above consensus estimates. 🔹Non-GAAP EPS of $2.75 - $2.76: +5.6% above consensus estimates. $OKTA Results EPS Beat 🟢 🔹Okta Inc. reported Q3 revenues of $665 million: a +14% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 20.8% better than the 18.5% expectation. 🔹EPS (non-GAAP) was $0.67: a +52% Y/Y increase and 16% https://t.co/LKIw8KScyp $OKTA Results EPS"  
[X Link](https://x.com/EsthaarLabs/status/1864058291623526756)  2024-12-03T21:25Z [----] followers, [---] engagements


"WHISPERS FROM THE BOND MARKET 🌬 Inflation expectations have seen some deterioration recently with their weakest reading in six months recorded in early November. However since then the [--] [--] and 10-year breakeven inflation rates have shown improvement and stabilized to some extent. As of December [--] the [--] and 10-year breakeven rates declined by [--] b.p. for the first time following a slight rebound in late November while the 7-year rate held steady. Whether this signals the beginning of a trend toward more anchored inflation expectationsand possibly a cooling of long-term Treasury yieldsremains"  
[X Link](https://x.com/anyuser/status/1873410657443586352)  2024-12-29T16:48Z [----] followers, [----] engagements


"GET READY FOR THE EARNINGS WEEK AHEAD💹 Here are the quarterly revenue and EPS growth expectations for selected companies reporting from January [--] - 24: 🔹Median Revenue growth = +5% y/y 🔹Median EPS growth = +16% y/y Some big names next week and Netflix $NFLX will be one of those stealing the spotlight. 🎬 $SPX $NDX $DJI. GET READY FOR THE EARNINGS WEEK AHEAD💹 Here are the quarterly revenue and EPS growth expectations for selected companies reporting from January [--] - 17: 🔹Median Revenue growth = +6.5% y/y 🔹Median EPS growth = +17.3% y/y Lots of banks reporting next week: Citi Wells"  
[X Link](https://x.com/anyuser/status/1880667001791656070)  2025-01-18T17:22Z [----] followers, [----] engagements


"GET READY FOR THE EARNINGS WEEK AHEAD💹 Here are the quarterly revenue and EPS growth expectations for selected companies reporting from January [--] - 31: 🔹Median Revenue growth = +3.4% YoY 🔹Median EPS growth = +6.1% YoY It will be an interesting week. to say the least. Big tech names coming up $SPX $NDX $DJI $TSLA $META $MSFT $AAPL $ASML. GET READY FOR THE EARNINGS WEEK AHEAD💹 Here are the quarterly revenue and EPS growth expectations for selected companies reporting from January [--] - 24: 🔹Median Revenue growth = +5% y/y 🔹Median EPS growth = +16% y/y Some big names next week and Netflix"  
[X Link](https://x.com/anyuser/status/1883192191247372526)  2025-01-25T16:36Z [----] followers, [----] engagements


"$SOFI: SoFi Technologies #Earnings Results"  
[X Link](https://x.com/anyuser/status/1883849684881666317)  2025-01-27T12:08Z [----] followers, [----] engagements


"$SOFI: Q4-24 Highlights in [--] charts $SOFI: SoFi Technologies #Earnings Results https://t.co/u2RJIhSleg $SOFI: SoFi Technologies #Earnings Results https://t.co/u2RJIhSleg"  
[X Link](https://x.com/anyuser/status/1883853034947506196)  2025-01-27T12:22Z [----] followers, [----] engagements


"$MBLY: Mobileye Global #Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/1884959432439705753)  2025-01-30T13:38Z [----] followers, [----] engagements


"So Celsius Holdings announced itll release its fourth-quarter results after markets close this Thursday February [--]. It also said itll present at the Consumer Analyst Group of New York (CAGNY) Conference on February [--]. $CELH closed up 1.79% and it's +6.0%-ish after hours. 🤔👀"  
[X Link](https://x.com/anyuser/status/1892011067976421528)  2025-02-19T00:39Z [----] followers, [----] engagements


"$CVNA: Carvana #Earnings Results"  
[X Link](https://x.com/anyuser/status/1892321560251208018)  2025-02-19T21:13Z [----] followers, [----] engagements


"@unusual_whales Strong beat across the board; $CVNA down almost 9% AH $CVNA: Carvana #Earnings Results https://t.co/f41WEbC0ML $CVNA: Carvana #Earnings Results https://t.co/f41WEbC0ML"  
[X Link](https://x.com/anyuser/status/1892322880144257178)  2025-02-19T21:18Z [----] followers, [----] engagements


"$HIMS: Hims & Hers Health #Earnings Preview"  
[X Link](https://x.com/anyuser/status/1893750555303965068)  2025-02-23T19:51Z [----] followers, [----] engagements


"@itsCblast $HIMS looks poised for a strong quarter lets see how it goes 👀 $HIMS: Hims & Hers Health #Earnings Preview https://t.co/o8cVkaPXGD $HIMS: Hims & Hers Health #Earnings Preview https://t.co/o8cVkaPXGD"  
[X Link](https://x.com/anyuser/status/1894088332482576757)  2025-02-24T18:13Z [----] followers, [----] engagements


"$GOOGL investors right now"  
[X Link](https://x.com/anyuser/status/1894843912231035047)  2025-02-26T20:16Z [----] followers, [----] engagements


"$NVDA Nvidia guidance for Q1-26: 🔹Revenue of $43.0 billion: +2.3% above consensus estimates. 🔹Non-GAAP Gross Margin of 71.0%: [---] bp lower than analysts' expectations. 🔹Non-GAAP Operating Income of $26.9 billion: +1.0% above consensus estimates. 🔹Non-GAAP Diluted EPS of $0.92: +0.6% above consensus estimates. $NVDA: Nvidia #Earnings Results 🟩 https://t.co/YwnVrPEXWu $NVDA: Nvidia #Earnings Results 🟩 https://t.co/YwnVrPEXWu"  
[X Link](https://x.com/anyuser/status/1894862189766295880)  2025-02-26T21:28Z [----] followers, [----] engagements


"@The_RockTrading Buy high sell low 🥳 + $GOOGL $GOOGL investors right now https://t.co/VaAToHlEez $GOOGL investors right now https://t.co/VaAToHlEez"  
[X Link](https://x.com/anyuser/status/1906412931841183758)  2025-03-30T18:27Z [----] followers, [----] engagements


"$SPY $QQQ Cramer: I cannot think of another president in my lifetime who could knock down the stock market simply by opening his mouth https://x.com/RpsAgainstTrump/status/1907105634668974482/video/1 https://x.com/RpsAgainstTrump/status/1907105634668974482/video/1"  
[X Link](https://x.com/anyuser/status/1907637529295400998)  2025-04-03T03:33Z [----] followers, [----] engagements


"Potential Impact on $NVDA Q1-26 Results Just doing some quick napkin math. 🧻 If we assume the $5.5 billion hits directly at the gross profit level (and assume it's net of tax) that would represent about 12.8% of the quarterly revenue guidance for Q1-26: a steep drop in the non-GAAP gross margin going from 71.0% down to 58.2%. On a per-share basis the full $5.5 billion would translate to a $0.22 hit to the non-GAAP EPS guidance for Q1 taking it down from $0.92 to +/-$0.73. We can probably think of this as a worst-case scenario but honestly its really hard to tell how the $5.5 billion in"  
[X Link](https://x.com/anyuser/status/1912270795130237373)  2025-04-15T22:24Z [----] followers, 14.6K engagements


"$HIMS: Hims & Hers Health #Earnings Preview"  
[X Link](https://x.com/anyuser/status/1918330801738989673)  2025-05-02T15:44Z [----] followers, [----] engagements


"@himshouse $HIMS poised for an interesting quarter to say the least 👀 $HIMS: Hims & Hers Health #Earnings Preview https://t.co/2AJKt3EBrv $HIMS: Hims & Hers Health #Earnings Preview https://t.co/2AJKt3EBrv"  
[X Link](https://x.com/anyuser/status/1918333458537157070)  2025-05-02T15:55Z [----] followers, [----] engagements


"@leadlagreport Whats next $SPY and $QQQ rallying to new all-time highs just because the pope got elected"  
[X Link](https://x.com/anyuser/status/1920520722499113107)  2025-05-08T16:46Z [----] followers, [----] engagements


"$ASTS: AST SpaceMobile #Earnings Results"  
[X Link](https://x.com/anyuser/status/1922028378191696196)  2025-05-12T20:37Z [----] followers, [----] engagements


"@kingtutcap $ASTS almost +4% AH 👀 $ASTS: AST SpaceMobile #Earnings Results https://t.co/NXrNSxFw2S $ASTS: AST SpaceMobile #Earnings Results https://t.co/NXrNSxFw2S"  
[X Link](https://x.com/anyuser/status/1922029075649921371)  2025-05-12T20:40Z [----] followers, [----] engagements


"@jam_croissant 👀"  
[X Link](https://x.com/anyuser/status/1927480819024887917)  2025-05-27T21:43Z [----] followers, 39.7K engagements


"@KobeissiLetter Ah yes back to the never ending cycle"  
[X Link](https://x.com/anyuser/status/1927880525634556285)  2025-05-29T00:11Z [----] followers, [----] engagements


"By the way this news about Palantir Just a coincidence right @jam_croissant 👀 Right 😅 👂 from a lil 🐦 that the rough outline of plans for a manufactured crises that would necessitate Martial Law are already being drawn in the Oval Office. In [--] years or so if this comes to pass know that this was not a coincidence. 😬 https://t.co/P8oKx3a4eL 👂 from a lil 🐦 that the rough outline of plans for a manufactured crises that would necessitate Martial Law are already being drawn in the Oval Office. In [--] years or so if this comes to pass know that this was not a coincidence. 😬"  
[X Link](https://x.com/EsthaarLabs/status/1929753987001340066)  2025-06-03T04:16Z [----] followers, 45.4K engagements


"$ASML: ASML #Earnings Results"  
[X Link](https://x.com/anyuser/status/1945350610309521465)  2025-07-16T05:11Z [----] followers, [----] engagements


"@ASMLcompany $ASML beats analysts expectations across the board: $ASML: ASML #Earnings Results https://t.co/TdzCFQz7l9 $ASML: ASML #Earnings Results https://t.co/TdzCFQz7l9"  
[X Link](https://x.com/anyuser/status/1945351391586693398)  2025-07-16T05:14Z [----] followers, [----] engagements


"$COIN: Coinbase Global #Earnings Preview"  
[X Link](https://x.com/anyuser/status/1950662086926680093)  2025-07-30T20:57Z [----] followers, [----] engagements


"$SMCI: Super Micro Computer #Earnings Preview"  
[X Link](https://x.com/anyuser/status/1952470876852773005)  2025-08-04T20:45Z [----] followers, [----] engagements


"#ICYMI $OKTA: Okta Inc. #Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/1960451782083272946)  2025-08-26T21:18Z [----] followers, [---] engagements


"$ROST: Ross Stores #Earnings Preview (Today after-hours)"  
[X Link](https://x.com/EsthaarLabs/status/1991544296496066807)  2025-11-20T16:28Z [----] followers, [---] engagements


"$CVGW: Calavo Growers Earnings Preview (Today after-hours)"  
[X Link](https://x.com/EsthaarLabs/status/2011499154271326560)  2026-01-14T18:02Z [----] followers, [---] engagements


"$CVGW: Calavo Growers Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/2011554011120615555)  2026-01-14T21:40Z [----] followers, [---] engagements


"$JNJ $SCHW $ALLY $HAL A few more earnings tomorrow before the bell; heres what analysts expect: JNJ: Johnson & Johnson Earnings Preview https://twitter.com/i/web/status/2013745080918585551 https://twitter.com/i/web/status/2013745080918585551"  
[X Link](https://x.com/EsthaarLabs/status/2013745080918585551)  2026-01-20T22:46Z [----] followers, [---] engagements


"$HAL: Halliburton Company Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2013776708629852452)  2026-01-21T00:52Z [----] followers, [---] engagements


". and here are the implied moves for some companies reporting earnings on Wednesday (January 21) pre-market: ☀ $ALLY $TFC $PLD $TRV $HAL $SCHW $JNJ $JNJ $SCHW $ALLY $HAL A few more earnings tomorrow before the bell; heres what analysts expect: JNJ: Johnson & Johnson Earnings Preview https://t.co/IcrupCVRzE $JNJ $SCHW $ALLY $HAL A few more earnings tomorrow before the bell; heres what analysts expect: JNJ: Johnson & Johnson Earnings Preview https://t.co/IcrupCVRzE"  
[X Link](https://x.com/EsthaarLabs/status/2013809647195406652)  2026-01-21T03:03Z [----] followers, [---] engagements


"ICYMI $HAL: Halliburton Company Earnings Results"  
[X Link](https://x.com/EsthaarLabs/status/2013975647463313437)  2026-01-21T14:03Z [----] followers, [---] engagements


"$KMI: Kinder Morgan Earnings Preview (today after the bell)"  
[X Link](https://x.com/EsthaarLabs/status/2014030074907860996)  2026-01-21T17:39Z [----] followers, [---] engagements


"$MBLY: Mobileye Global Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2014130245951975595)  2026-01-22T00:17Z [----] followers, [---] engagements


"$MBLY Mobileye Global FY [----] Guidance: 🔹 Revenue of $1900.0 - $1980.0 million: -3.00% below consensus estimates. MBLY Earnings Results: (-4.23% pre-market 🔴) https://twitter.com/i/web/status/2014329385818464501 https://twitter.com/i/web/status/2014329385818464501"  
[X Link](https://x.com/EsthaarLabs/status/2014329385818464501)  2026-01-22T13:28Z [----] followers, [---] engagements


"$OKTA Results EPS Beat 🟢 🔹Okta Inc. reported Q3 revenues of $665 million: a +14% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 20.8% better than the 18.5% expectation. 🔹EPS (non-GAAP) was $0.67: a +52% Y/Y increase and 16% above consensus estimates. https://twitter.com/i/web/status/1864056002066386966 https://twitter.com/i/web/status/1864056002066386966"  
[X Link](https://x.com/EsthaarLabs/status/1864056002066386966)  2024-12-03T21:15Z [----] followers, [----] engagements


"$OKTA Okta Inc. RAISED guidance for FY-25: 🔹Total revenue of $2.595 - $2.597 billion: +1.3% above consensus estimates. 🔹Adj. Operating income of $573.0 - $575.0 million: +6.0% above consensus estimates. 🔹Non-GAAP EPS of $2.75 - $2.76: +5.6% above consensus estimates. $OKTA Results EPS Beat 🟢 🔹Okta Inc. reported Q3 revenues of $665 million: a +14% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 20.8% better than the 18.5% expectation. 🔹EPS (non-GAAP) was $0.67: a +52% Y/Y increase and 16% https://t.co/LKIw8KScyp $OKTA Results EPS Beat 🟢 🔹Okta"  
[X Link](https://x.com/EsthaarLabs/status/1864056700396810458)  2024-12-03T21:18Z [----] followers, [---] engagements


"$OKTA Okta Inc. RAISED guidance for FY-25 came in better than expected 👀 🔹Total revenue of $2.595 - $2.597 billion: +1.3% above consensus estimates. 🔹Adj. Operating income of $573.0 - $575.0 million: +6.0% above consensus estimates. 🔹Non-GAAP EPS of $2.75 - $2.76: +5.6% above consensus estimates. $OKTA Results EPS Beat 🟢 🔹Okta Inc. reported Q3 revenues of $665 million: a +14% Y/Y growth and 2% above consensus estimates. 🔹Operating margin expanded [----] p.p. Y/Y to 20.8% better than the 18.5% expectation. 🔹EPS (non-GAAP) was $0.67: a +52% Y/Y increase and 16% https://t.co/LKIw8KScyp"  
[X Link](https://x.com/EsthaarLabs/status/1864058676761547168)  2024-12-03T21:26Z [----] followers, [---] engagements


"7 Newly Acquired Securities Including: [--]. $IFF International Flavors & Fragrances: [--------] shares (SH). [--]. $HDB HDFC Bank Ltd.: [------] shares (SH). [--]. $TSM Taiwan Semiconductor Manufacturing: [-----] shares (SH). [--]. $AVGO Broadcom Inc.: [-----] shares (SH). [--]. $IFS Intercorp Financial Services: [-----] shares (SH). [--]. $VZ Verizon Communications Inc.: [----] shares (SH). [--]. $VLTO Veralto Corp.: [----] shares (SH). 💸 [--] Fully Divested Holdings Including: [--]. $VMW VMware Inc.: [--------] shares (SH). [--]. $FWONA Formula One Group: [------] shares (SH)"  
[X Link](https://x.com/EsthaarLabs/status/1780815791685853430)  2024-04-18T04:29Z [----] followers, [---] engagements


"$ABT: Abbott Laboratories Earnings Preview"  
[X Link](https://x.com/EsthaarLabs/status/2014121036212588622)  2026-01-21T23:40Z [----] followers, [---] engagements


"$SNDK Sandisk's projected price trajectory based on its implied move heading into earnings: 🐂 Bull case: $589.27 🐻 Bear case: $491.25 Well well. this stock is running hot into earnings up +127.6% YTD and trading at 40.8x forward P/E. Time for a reset or does the SanDisk train keep rolling https://twitter.com/i/web/status/2016935855751917850 https://twitter.com/i/web/status/2016935855751917850"  
[X Link](https://x.com/EsthaarLabs/status/2016935855751917850)  2026-01-29T18:05Z [----] followers, [----] engagements

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