# ![@FABYMETAL4 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3324549434.png) @FABYMETAL4 FabyΔ

FabyΔ posts on X about eps, ai, $nvda, $sndk the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3324549434/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3324549434/c:line/m:interactions.svg)

- [--] Week [---------] +2,974%
- [--] Month [---------] +10,358%
- [--] Months [---------] +12%
- [--] Year [----------] -51%

### Mentions: [--] [#](/creator/twitter::3324549434/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3324549434/c:line/m:posts_active.svg)

- [--] Week [--] +173%
- [--] Month [--] +363%
- [--] Months [---] -1.40%
- [--] Year [---] -42%

### Followers: [------] [#](/creator/twitter::3324549434/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3324549434/c:line/m:followers.svg)

- [--] Week [------] +0.28%
- [--] Month [------] +2.90%
- [--] Months [------] +14%
- [--] Year [------] +23%

### CreatorRank: [-----] [#](/creator/twitter::3324549434/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3324549434/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #36 [technology brands](/list/technology-brands)  #194 [finance](/list/finance)  6.42% [cryptocurrencies](/list/cryptocurrencies)  2.75% [social networks](/list/social-networks)  2.75% [countries](/list/countries)  2.75% [currencies](/list/currencies)  0.92% [exchanges](/list/exchanges)  0.92% [gaming](/list/gaming)  0.92% [products](/list/products)  0.92%

**Social topic influence**
[eps](/topic/eps) #73, [ai](/topic/ai) 7.34%, [$nvda](/topic/$nvda) #4, [$sndk](/topic/$sndk) #115, [cash flow](/topic/cash-flow) 3.67%, [flow](/topic/flow) 3.67%, [$mu](/topic/$mu) #174, [$net](/topic/$net) 3.67%, [$pltr](/topic/$pltr) 3.67%, [$116b](/topic/$116b) 3.67%

**Top accounts mentioned or mentioned by**
[@shizuku_aituber](/creator/undefined) [@rasta8704692828](/creator/undefined) [@advance_start](/creator/undefined) [@beauty_oe](/creator/undefined) [@antonlavay](/creator/undefined) [@matchan31](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Cloudflare, Inc. (NET)](/topic/$net) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Teradyne, Inc. (TER)](/topic/$ter) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Corning Incorporated (GLW)](/topic/$glw) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Coherent Inc (COHR)](/topic/$cohr) [Doximity, Inc. (DOCS)](/topic/doximity-inc) [Arm Holdings plc (ARM)](/topic/$arm) [Snap, Inc. (SNAP)](/topic/snap-inc) [Apple, Inc. (AAPL)](/topic/$aapl) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [AppLovin Corporation (APP)](/topic/applovin) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rubrik, Inc.  (RBRK)](/topic/rubrik-inc) [Intel Corporation (INTC)](/topic/$intc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Gemini [--] Deep Think 👀 Today we updated Gemini [--] Deep Think to further accelerate modern science research and engineering. With 84.6% on ARC-AGI-2 and a new standard on Humanitys Last Exam see how this specialized reasoning mode is advancing research & development 🧵 https://t.co/DZYQ3rg8uB Today we updated Gemini [--] Deep Think to further accelerate modern science research and engineering. With 84.6% on ARC-AGI-2 and a new standard on Humanitys Last Exam see how this specialized reasoning mode is advancing research & development 🧵 https://t.co/DZYQ3rg8uB"  
[X Link](https://x.com/FABYMETAL4/status/2022036128778555559)  2026-02-12T19:52Z 50K followers, 11.9K engagements


"💡 IREN Ltd $IREN Q2 FY2026 2026-02-05 💰 - 🔴 EPS$-0.52 ($-0.18) - 🔴 $184.69M ($229M) 📊 - 🟢 Bitcoin Mining$167.4M (+$84.4M) - 🟢 AI Cloud Services$17.3M (+$10M) - 🔴 Adjusted EBITDA$75.3M ($91.7M) Margin 41% - 🟢 4.5GW (Oklahoma1.6GW) - 🟢 GPU140k GPU$3.4B ARR (CY2026) - 🟢 $2.8B (2026131) 📊 - EPS$ ($) - $ ($) 📊 - EPS$ ($) - $ ($) 📍 - MicrosoftGPU$3.6BGPU6%Microsoft$1.9BGPU95% - 140k GPUCY2026$3.4B ARR - British Columbia AI CloudPrince George$0.4B ARR$0.5BARR - Oklahoma1.6GW4.5GW2028 - $9.2BGPUGPU 🤵♂CEO (Daniel Roberts) IRENAI Cloud4.5GW$3.4B ARR 🔍 - : 14.76B - PER: [-----] - Forward"  
[X Link](https://x.com/FABYMETAL4/status/2019556451392581773)  2026-02-05T23:39Z 50K followers, 32K engagements


"📊Credo TechnologyQ3$404M$408M 19% $CRDO Credo Technology $CRDO 29FY20263202511202614400480034120 Q3335003450018%Q2: 2680051% Q4mid-single digitFY2026200% Q332 📍 CredoAIQ332 https://twitter.com/i/web/status/2020977131254431889 https://twitter.com/i/web/status/2020977131254431889"  
[X Link](https://x.com/FABYMETAL4/status/2020977131254431889)  2026-02-09T21:44Z 50K followers, 55K engagements


"GPT-5.3-Codex-Spark 👀 GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj GPT-5.3-Codex-Spark is now in research preview. You can just build thingsfaster. https://t.co/85LzDOgcQj"  
[X Link](https://x.com/FABYMETAL4/status/2022036384421466511)  2026-02-12T19:53Z 50K followers, 15K engagements


"💡 Sandisk Corporation $SNDK Q2 [----] 2026-01-29 💰 - 🟢 EPS$6.20 ($3.49) - 🟢 $3.03B ($2.67B) 📊 - 🟢 Datacenter$440M (YoY+76% QoQ+64%) - 🟢 Edge$1.68B (YoY+63% QoQ+21%) - 🟢 Consumer$907M (YoY+52% QoQ+39%) - 🟢 Non-GAAP51.1% (YoY+18.6ppt) - 🟢 Non-GAAP$1.13B (YoY+386% QoQ+362%) - 🟢 Non-GAAP$967M (YoY+443% QoQ+434%) 📊 - 🟢 EPS$13.00 ($4.21) - 🟢 $4.60B ($2.92B) 📊 - EPS$ ($) - $ ($) 📍 - Q2$3.03B+31% - Datacenter+64%AI - (DatacenterEdgeConsumer) - Non-GAAP51.1%+18.6ppt - Q3$4.4B-$4.8BNon-GAAP EPS $12.00-$14.00 🤵♂CEO (David Goeckeler) SSDAI 🔍 - : 77.33B - PER: [-----] - Forward PER: - PEG:"  
[X Link](https://x.com/FABYMETAL4/status/2016985463236821116)  2026-01-29T21:23Z 50K followers, 94K engagements


"💡 American Superconductor Corporation $AMSC Q3 [----] 2026-02-04 💰 - 🟢 EPS$2.75 ($0.16) - 🟢 $74.53M ($61.40M) 📊 - 🟢 Grid$63.19M (YoY+20.8%) - 🟢 Wind$11.34M (YoY+24.7%) - 🟢 30.7% (26.6%) - 🟢 $3.36M ($1.32M) - 🟢 12$250M - 🟢 $147.11M ($85.38M) - 🟢 $113.1M 📊 - 🔴 EPS$0.09 ($0.11) - $80M ($) 📊 - EPS$ ($) - $ ($) 📍 - Comtrafo20251253 - 6GAAP10GAAP - 12$250M - [--] - Comtrafo$147.1M 🤵♂CEO (Daniel P. McGahn) AMSC320%610GAAP30%Comtrafo$145M12$250M9 🔍 - : 1.43B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📉$27.55 (-9.34%) - (): 📈$31.8 (15.17%) - : $61.0 ($68.0 $55.0) Buy - (AI): 🤩42.8% -"  
[X Link](https://x.com/FABYMETAL4/status/2019177641568579683)  2026-02-04T22:33Z 50K followers, [----] engagements


"💡 Applied Materials Inc. $AMAT Q1 [----] 2026-02-12 💰 - 🟢 EPS$2.38 ($2.21) - 🟢 $7.01B ($6.85B) 📊 - 🔴 Semiconductor Systems$5.14B (YoY-8.1%) - 🟢 Applied Global Services$1.56B (YoY+15.2%) - 🟢 DRAM - 🟢 - 🟢 49.1% (YoY+0.2pts) - 🔴 30.0% (YoY-0.6pts) - 🟢 $1.04B 📊 - 🟢 EPS$2.64 ($2.39) - 🟢 $7.65B ($7.10B) 📊 - EPS$ ($) - $ ($) 📍 - AI202620% - SamsungEPIC Center - 2nmGate-All-Around (GAA)(VivaSym3 Z MagnumSpectral) - - TSMC2025 Excellent Performance Award - Micron2025 Outstanding Performance in Sustainability Award - $337M$365M 🤵♂CEO (Gary Dickerson) Applied Materials1AIApplied20%"  
[X Link](https://x.com/FABYMETAL4/status/2022062822549791078)  2026-02-12T21:38Z 50K followers, 10.6K engagements


"💡 Arista Networks Inc. $ANET Q4 [----] 2026-02-12 💰 - 🟢 EPS$0.82 ($0.76) - 🟢 $2.49B ($2.39B) 📊 - 🟢 47.5% (+0.5pt) - 🔴 62.9% (-0.9pt) - 🟢 $1.047B (+23.3%) - 🟢 YoY+28.9% QoQ+7.8% - 🟢 $9.01B (+28.6%) - 🟢 $3.51B (+23.1%) 📊 - EPS$ ($) - 🟢 $2.6B ($2.46B) 📊 - EPS$ ($) - $ ($) 📍 - 1.5Arista [---] - 10$1.047B - R4AI - BroadcomVeloCloud SD-WAN - Arista AVAAI - Gartner Magic Quadrant for Data Center SwitchingAbility to Execute - ESUN(Ethernet for Scale-Up Networks)OCP Global Summit - Todd NightingaleCOOKenneth DudaCTOTyson LamoreauxAISVP 🤵♂CEO (Jayshree Ullal) 2025Arista 2.01.5AI90 🤵♂CFO"  
[X Link](https://x.com/FABYMETAL4/status/2022063083704004720)  2026-02-12T21:39Z 50K followers, 20.4K engagements


"Anthropic58"" https://www.nikkei.com/article/DGXZQOGN12CA80S6A210C2000000/n_cid=SNSTW001&n_tw=1770928651 https://www.nikkei.com/article/DGXZQOGN12CA80S6A210C2000000/n_cid=SNSTW001&n_tw=1770928651"  
[X Link](https://x.com/FABYMETAL4/status/2022089675511652451)  2026-02-12T23:25Z 50K followers, 43.1K engagements


"💡Corning Inc. $GLW Q3'24 Earnings 2024/10/29 💰 Current Quarter (Q3) Results - 🟢 EPS: $0.54 (Est. $0.52) - 🟢 Revenue: $3.73B (Est. $3.72B) 📊 Key Metrics - 🟢 Optical Communications Sales: +36% (YoY) - 🟢 Enterprise Product Sales: +55% (YoY) - 🟢 Display Technologies Profit: +18% (YoY) - 🟢 Free Cash Flow: $553M 📊 Next Quarter (Q4) Guidance - 🟢 EPS: $0.53-$0.57 (Est. $0.52) - 🟢 Revenue: $3.75B (Est. $3.67B) 📊 Full Year (FY24) Guidance - EPS: No information - Revenue: No information 📍Key Highlights - Significant growth in Optical Communications driven by AI-related product demand -"  
[X Link](https://x.com/FABYMETAL4/status/1851239473448960207)  2024-10-29T12:27Z 50K followers, 10.5K engagements


"NVIDIA $NVDA TSMC $TSM Browave Coherent Inc. $COHR Corning Incorporated $GLW Fabrinet Inc. Hon Hai Precision Lumentum Holdings Inc. $LITE Senko Advanced Components Inc. Siliconware Precision Industries Co. Ltd. $SPIL Sumitomo Electric Industries Ltd. : 5802.T TFC Communication http://2317.TW http://2317.TW"  
[X Link](https://x.com/FABYMETAL4/status/1902075108854002091)  2025-03-18T19:10Z 50K followers, [----] engagements


"💡 Doximity Inc. $DOCS Q1 [----] Earnings 2025-08-07 💰 Current Quarter Performance - 🟢 EPS: $0.36 (Est. $0.28) - 🟢 Revenue: $145.91M (Est. $139.59M) 📊 Key Indicators - 🟢 Operating Cash Flow: $62.1M (YoY+51%) - 🟢 Free Cash Flow: $60.1M (YoY+52%) - 🟢 Adjusted EBITDA: $79.8M (YoY+21%) - 🟢 Adjusted EBITDA Margin: 54.7% (vs 52.0% prior year) - 🟢 Non-GAAP Net Income Margin: 49.2% (vs 44.1% prior year) - 🟢 AI Solutions Growth: YoY+500% - 🟢 Workflow Tools Users: 630000+ prescribers 📊 Next Quarter Guidance - EPS: $ (Est. $0.35) - 🟢 Revenue: $157.5M (Est. $150.35M) 📊 Full Year Guidance -"  
[X Link](https://x.com/FABYMETAL4/status/1953569166738473361)  2025-08-07T21:29Z 49.9K followers, 16.2K engagements


"💡 Navitas Semiconductor Corporation $NVTS Q3 [----] 2025-11-03 💰 - 🟢 EPS$-0.05 ($-0.05) - 🟢 $10.11M ($10M) 📊 - 🟢 GAAP$19.4M$29.0M - 🟢 Non-GAAP$11.5M$12.7M - 🔴 Non-GAAP38.7%40.1% - 🟢 $150.6M - 🔴 -53.4%$21.68M$10.11M 📊 - EPS$ ($-0.05) - 🔴 $7M ($10.03M) 📊 - EPS$ ($-0.21) - $ ($48.64M) 📍 - Navitas 2.0GaNSiCAI - NVIDIA800V DC AI - 100V650VGaNFast FETGaNSafe ICSiC - 2.3kV3.3kVSiC - 🤵♂CEO (Chris Allexandre) AINavitas 2.0NavitasGaN10SiC 🔍 - : 2.87B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📉$12.23 (-7.35%) - (): 📉$10.88 (-11.18%) - : $5.19 ($7.5 $4) Hold - (AI): 😥-35.72% - (AI):"  
[X Link](https://x.com/FABYMETAL4/status/1985472598868942858)  2025-11-03T22:22Z 50K followers, 28.4K engagements


"💡 Credo Technology Group Holding Ltd $CRDO Q2 [----] 2025-12-01 💰 - 🟢 EPS$0.67 ($0.50) - 🟢 $268.03M ($234.99M) 📊 - 🟢 $261.29M (YoY+278.3%) - 🟢 IP$6.73M (YoY+127.5%) - 🟢 $181.05M (67.5%) - 🟢 $78.80M (29.4%) - 🟢 Non-GAAP$124.12M (46.3%) - 🟢 Non-GAAP$127.79M (QoQ+30.0%) - 🟢 $813.6M 📊 - EPS$ ($) - 🟢 $340M ($247.60M) 📊 - EPS$ ($) - $ ($) 📍 - 2$268.0M20.2%272.1% - AI - Non-GAAP67.7% - Non-GAAP46.3%43.1% - 3$335M-$345M$340M$247.60M - ZeroFlap OpticsALCsOmniConnect gearbox - AEC(Active Electrical Cables)IC(Integrated Circuits) 🤵♂CEO (Bill Brennan)"  
[X Link](https://x.com/FABYMETAL4/status/1995607124182007925)  2025-12-01T21:33Z 50K followers, 53.9K engagements


"💡DRAM2026PC5.4% $MU $SSNLF $SNDK AIDRAMNANDPCSamsung ElectronicsSK hynix20261DRAM60%70%202550%20262 DRAMSamsungSK hynixMicrosoftAmazon HBM3ENVIDIAH200BroadcomGoogle TPUAI NANDSanDiskSSD3D NAND20261100% NVIDIAVera Rubin NVL144BlueField-4 DPU512GB SSD50.443D NANDSanDiskNAND100% ASUS202615PCDRAMNANDSSD IDCLenovoDellHPAcerASUS15%20% Dell COOJeff Clarke TrendForcePC2026PC5.4%17300 1.7%2.4%5.4%20262PC10.1% 📍 AIHBMDRAMMicron2025122026Crucial 2027PC https://twitter.com/i/web/status/2010570324799300068 https://twitter.com/i/web/status/2010570324799300068"  
[X Link](https://x.com/FABYMETAL4/status/2010570324799300068)  2026-01-12T04:31Z 50K followers, 43.1K engagements


"💡 Netflix Inc. $NFLX Q4 [----] 2026-01-20 💰 - 🟢 EPS$0.56 ($0.55) - 🟢 $12.05B ($11.97B) 📊 - 🟢 24.5% (YoY+2.3pts) - 🟢 325M - 🟢 $1.5B (YoY+2.5) - 🟢 96B (YoY+2%) - 🟢 YoY+9% - 🟢 $1.87B ($1.38B) 📊 - 🔴 EPS$0.76 ($0.81) - 🔴 $12.16B ($12.17B) 📊 - EPS$ ($) - 🟢 $51.2B ($50.98B) 📍 - 2025$45.2BYoY+16%29.5%+3pts - Warner Bros.1$27.75 - [---------] - Stranger Things120MFrankenstein102M - NFL Christmas Day33M - 2026World Baseball Classic47 - Universal Pictures - Sony Pictures Entertainmentpay [--] - TV31 - Netflix Houses 🤵♂CEO (Greg Peters Ted Sarandos) 2025Prime Big Deal DaysKindleNFLAWS"  
[X Link](https://x.com/FABYMETAL4/status/2013723060747272308)  2026-01-20T21:19Z 50K followers, 39.7K engagements


"💡Samsung Electronics2026Q1 NAND100%AI $005930.KS $000660.KS $MU $SNDK Samsung Electronics20261NAND100%AINAND Samsung Electronics202520261DRAM70%NAND TrendForce2025Q4NAND3338%2026Q1NAND100%Samsung ElectronicsNAND2SK Hynix5SanDiskNAND100% NANDAISSDeSSDPCAIAI 2025NANDSamsung Electronics NAND 📍 NAND2026Q2Samsung ElectronicsQ2 DRAMNANDAIAIPC https://www.etnews.com/20260123000221 https://www.etnews.com/20260123000221"  
[X Link](https://x.com/FABYMETAL4/status/2015259887287332958)  2026-01-25T03:06Z 50K followers, 19.6K engagements


"💡 Celestica Inc. $CLS Q4 [----] 2026-01-28 💰 - 🟢 EPS$1.89 ($1.76) - 🟢 $3.65B ($3.49B) 📊 - 🟢 CCS$2.86B (YoY+64%) - 🟢 HPS$1.4B (YoY+72%) - 🔴 ATS$0.80B (YoY-1%) - 🟢 Non-GAAP7.7% (6.8%) - 🟢 $433.1M (YoY+45.7%) - 🟢 $458.3M () - 🟢 $35.7M (Q4) 📊 - 🟢 EPS$2.05 ($1.83) - 🟢 $4.0B ($3.65B) 📊 - 🟢 EPS$8.75 ($8.49) - 🟢 $17.0B ($16.42B) 📍 - Google TPU2027 - [------] - 31.6T2027 - - HPS 🤵♂CEO (Rob Mionis) 436.5EPS1.89202512428%EPS56%AI2026170EPS8.7520262027 🔍 - : 37.94B - PER: [-----] - Forward PER: [-----] - PEG: 🎯 - (): 📈$345.51 (0.51%) - (): 📉$339.03 (-1.79%) - : $378.2 ($420.0 $305.0) Buy"  
[X Link](https://x.com/FABYMETAL4/status/2016632581064970311)  2026-01-28T22:00Z 50K followers, 13K engagements


"$NET https://x.com/i/trending/2016895027859853784 https://x.com/i/trending/2016895027859853784"  
[X Link](https://x.com/FABYMETAL4/status/2016961528399028655)  2026-01-29T19:47Z 49.9K followers, [----] engagements


"💡 SoFi Technologies Inc. $SOFI Q4 [----] 2026-01-30 💰 - 🟢 EPS$0.13 ($0.12) - 🟢 $1.01B ($0.98B) 📊 - 🟢 13.7M (YoY+35%) - 🟢 20.2M (YoY+37%) - 🟢 $443M (YoY+53%) - 🟢 Loan Platform Business$194M (QoQ+15% YoY+190%) - 🟢 $10.5B (YoY+46%) - 🔴 5.72% (YoY-19bps) - 🟢 $37.5B (QoQ+$4.6B) - 🟢 $8.9B $7.01/ (YoY+57%) 📊 - 🟢 EPS$0.12 ($0.12) - 🟢 $1.04B ($1.00B) 📊 - 🟢 EPS$0.60 ($0.59) - 🟢 $4.66B ($4.54B) 📍 - $1B$1.01B - [--------] - EBITDA $318M60%EBITDA31% - Rule of 4068% - SoFiUSD - Loan Platform Business$15B - 2.80%57bps - 202512$1.5B 🤵♂CEO (Anthony Noto) 20254$10100SoFi2026 🔍 - : 30.78B -"  
[X Link](https://x.com/FABYMETAL4/status/2017217964689522898)  2026-01-30T12:46Z 50K followers, 46.1K engagements


"💡 Palantir Technologies Inc. $PLTR Q4 [----] 2026-02-02 💰 - 🟢 EPS$0.25 ($0.23) - 🟢 $1.41B ($1.34B) 📊 - 🟢 $1.076B (YoY+93%) (QoQ+22%) - 🟢 $507M (YoY+137%) (QoQ+28%) - 🟢 $570M (YoY+66%) (QoQ+17%) - 🟢 Rule of 40127% - 🟢 GAAP41% - 🟢 57% - 🟢 $777M (55%) - 🟢 $791M (56%) - 🟢 (TCV)$4.26B (YoY+138%) - 🟢 TCV$1.34B (YoY+67%) - 🟢 (RDV)$4.38B (YoY+145%) (QoQ+21%) - 🟢 YoY+34% QoQ+5% - 🟢 $1M180 $5M84 $10M61 📊 - EPS$ ($) - 🟢 $1.53B ($1.33B) 📊 - EPS$ ($) - 🟢 $7.19B ($6.28B) 📍 - 2026$7.18B-$7.19B61%$6.28B - 2026$3.14B115% - 2026$4.13B-$4.14B$3.93B-$4.13B - Q4 2025Rule of 40127% -"  
[X Link](https://x.com/FABYMETAL4/status/2018436098494754983)  2026-02-02T21:27Z 49.9K followers, 66.2K engagements


"💡 Fabrinet $FN Q2 [----] 2026-02-02 💰 - 🟢 EPS$3.36 ($2.61) - 🟢 $1.13B ($0.83B) 📊 - 🟢 GAAP$112.6M (+30.0%) - 🟢 Non-GAAP10.9% (+0.3pt) - Non-GAAP12.4% () - 🟢 36.3M (-0.4%) 📊 - 🟢 EPS$3.53 ($2.52) - 🟢 $1.18B ($0.87B) 📊 - EPS$ ($) - $ ($) 📍 - 2$1.13B - Non-GAAP EPS$3.3628.7% - - - 3$1.15B-$1.20B 🤵♂CEO (Seamus Grady) 2EPS3 🔍 - : 17.54B - PER: [----] - Forward PER: - PEG: 🎯 - (): 📈$501.02 (2.17%) - (): 📉$443.5 (-11.1%) - : $501.33 ($600.0 $269.0) Buy - (AI): 🤩28.7% - (AI): $467.39 🤖 (AI) 35.9%$1.13BNon-GAAP EPS$3.36 Non-GAAP10.9%10.6%12.4% 3$1.15B-$1.20B$1.18BNon-GAAP EPS"  
[X Link](https://x.com/FABYMETAL4/status/2018439251004924400)  2026-02-02T21:39Z 50K followers, 13.3K engagements


"💡 Teradyne Inc $TER Q4 [----] 2026-02-02 💰 - 🟢 EPS$1.80 ($1.36) - 🟢 $1.08B ($0.97B) 📊 - 🟢 Semiconductor Test$883M (Est. $786M) (YoY+44%) - Product Test$110M - Robotics$89M - 🟢 $3.19B (YoY+13%) - 🟢 $281.64M - 🟢 $183.44M 📊 - 🟢 EPS$2.07 ($1.24) - 🟢 $1.20B ($0.93B) 📊 - EPS$ ($) - $ ($) 📍 - AISemiconductor Test - Q4+44%+41% - 2026AI - $0.12 - $183.44M - Cantor Fitzgerald$240$270Overweight - Stifel$270$280Buy 🤵♂CEO (Mark Jagiela) Q4Semiconductor TestAI2026AI 🔍 - : 37.75B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📈$249.74 (3.99%) - (): 📈$275.54 (10.34%) - : $232.35 ($400.0 $140.0)"  
[X Link](https://x.com/FABYMETAL4/status/2018460612322635855)  2026-02-02T23:04Z 50K followers, 16.6K engagements


"Teradyne $TER +24.23% 🚀 📒2026128: 68572025Q3 AI TeradyneFaby 📒2026128: 68572025Q3 AI TeradyneFaby"  
[X Link](https://x.com/FABYMETAL4/status/2018463914816937992)  2026-02-02T23:17Z 50K followers, 22.8K engagements


"📒202622Palantir Technologies $PLTR 117.5%350070% 14.0770% Rule of [-----] [--] CEO Alex Karp "93%70%70%Rule of 40127" 5% Palantir $PLTR Q4 Faby @FABYMETAL4 https://note.com/fabymetal/n/nf4671c744781sub_rt=share_pb https://note.com/fabymetal/n/nf4671c744781sub_rt=share_pb"  
[X Link](https://x.com/FABYMETAL4/status/2018619877205188884)  2026-02-03T09:37Z 49.9K followers, 84.8K engagements


"💡 Advanced Micro Devices Inc. $AMD Q4 [----] 2026-02-03 💰 - 🟢 EPS$1.53 ($1.32) - 🟢 $10.27B ($9.67B) 📊 - 🟢 Data Center$5.38B (YoY+39%) - 🟢 Client$3.10B (YoY+34%) - 🟢 Gaming$843M (YoY+50%) - 🟢 Non-GAAP28% (Est. 25.4%) - 🟢 Non-GAAP57% (54%) - 🟢 $2.08B (YoY+91%) 📊 - EPS$ ($1.41) - 🟢 $9.80B ($9.37B) 📊 - EPS$ ($) - $ ($) 📍 - 2025$34.6BNon-GAAP$7.8B - Data Center39%$5.4BEPYC CPUInstinct GPU - Client34%$3.1BRyzen CPU - Gaming50%$843MSoCRadeon GPU - Q4Non-GAAP28% - $5.5B129% - Q4AMD Instinct MI308$360MMI308$390M - OpenAI6Instinct GPU - Oracle50000GPU - CES 2026HeliosInstinct MI440X"  
[X Link](https://x.com/FABYMETAL4/status/2018802043503481006)  2026-02-03T21:41Z 50K followers, 25.1K engagements


"💡 Lumentum Holdings Inc. $LITE Q2 [----] 2026-02-03 💰 - 🟢 EPS$1.67 ($1.41) - 🟢 $665.5M ($652.08M) 📊 - 🟢 Components$443.7M (YoY+68.3%) - 🟢 Systems$221.8M (YoY+60.1%) - 🟢 Non-GAAP42.5% (39.4%) - 🟢 Non-GAAP25.2% (YoY+1730bps) - 🟢 $1.16B (+$33.5M) - 🟢 OCS$400M 📊 - 🟢 EPS$2.25 ($1.60) - 🟢 $805M ($706.4M) 📊 - EPS$ ($) - $ ($) 📍 - Q265% - Non-GAAP1700bps25.2% - OCS$400M - CPOCo-Packaged Optics2027 - Q385% - AI 🤵♂CEO (Michael Hurlston) Lumentum265%non-GAAP1700bpsEPS85%2OCSCPOOCS$400MCPO2027AI 🔍 - : 30.03B - PER: [------] - Forward PER: - PEG: 🎯 - (): 📉$435.19 (-3.93%) - (): 📈$482.62"  
[X Link](https://x.com/FABYMETAL4/status/2018802840819642734)  2026-02-03T21:44Z 49.9K followers, 27.7K engagements


"💡 Super Micro Computer Inc. $SMCI Q2 FY2026 2026-02-03 💰 - 🟢 EPS$0.69 ($0.49) - 🟢 $12.68B ($10.34B) 📊 - 🟢 (YoY)+123.4% - 🔴 (Non-GAAP)6.4% ( 11.9%) - 🟢 $401M (YoY +25%) - 🟢 $4.1B - (+)$4.9B - 🔴 -$24M - Adjusted EBITDA$628.6M ( 5.0%) 📊 - 🟢 EPS$0.60 ($0.52) - 🟢 $12.3B ($10.2B) 📊 - EPS$ ($2.03) - 🟢 $40B ($36.27B) 📍 - 123%154%$12.7B - FY2026$36B$40B - DCBBS (Data Center Building Block Solutions) AI - AI - 6.4%11.9% 🤵♂CEO (Charles Liang) AIAIDCBBSData Center Building Block SolutionsSupermicroAIIT 🔍 - : 17.74B - PER: [-----] - Forward PER: [-----] - PEG: 🎯 - (): 📉$29.72 (-0.9%) - ():"  
[X Link](https://x.com/FABYMETAL4/status/2018880012515156284)  2026-02-04T02:51Z 49.9K followers, 12.8K engagements


"💡 Alphabet Inc. $GOOGL Q4 [----] 2026-02-04 💰 - 🟢 EPS$2.82 ($2.64) - 🟢 $113.83B ($111.48B) 📊 - 🟢 Google Cloud$17.66B (Est. $16.2B) (YoY+48%) - 🟢 Google Search & other$63.07B (YoY+17%) - 🔴 YouTube$11.38B (Est. $11.78B) (YoY+9%) - 🔴 $35.93B (Est. $36.95B) (YoY+16%) - 🟢 31.6% - 🟢 FY26$175B$185B (Est. $119.5B) - 🟢 [----] 📊 - EPS$ ($2.54) - $ ($103.9B) 📊 - EPS$ ($11.21) - $ ($457.57B) 📍 - $400B15% - Google Cloud$70BAI - Gemini App7.5API100 - YouTube$60B - Waymo$16B 🤵♂CEO (Sundar Pichai) Alphabet$400BGemini 3GeminiAPI100Gemini App7.5SearchAIYouTube$60B3.25Google"  
[X Link](https://x.com/FABYMETAL4/status/2019163755742154792)  2026-02-04T21:38Z 50K followers, 23.1K engagements


"$GOOGL 2026$175B$185B$119.5BAI"  
[X Link](https://x.com/FABYMETAL4/status/2019164024701952366)  2026-02-04T21:39Z 49.9K followers, [----] engagements


"💡 Coherent Corp. $COHR Q2 FY2026 2026-02-04 💰 - 🟢 EPS$1.29 ($1.21) - 🟢 $1.69B ($1.64B) 📊 - 🟢 Datacenter & Communications$1.21B (YoY+33.5%) - 🔴 Industrial$478M (YoY-9.9%) - 🟢 Non-GAAP39.0% (YoY+77bps) - 🟢 Non-GAAP19.9% (YoY+147bps) - 🟢 Non-GAAP$336M (YoY+26.8%) - 🟢 GAAP EPS$0.76 (YoY+71%) - 🟢 YoY+22% (A&D) 📊 - 🟢 EPS$1.38 ($1.32) - 🟢 $1.77B ($1.71B) 📊 - EPS$ ($5.10) - $ ($6.71B) 📍 - Datacenter & Communications33.5%$1.21BAI - Aerospace & Defense - Munich1Q3$5M - - Non-GAAP EPS35%$1.29 🤵♂CEO (Jim Anderson) 12FY2026FY2027Industrial 🤵♂CFO (Sherri Luther) GAAPNon-GAAP EPS 🔍 - :"  
[X Link](https://x.com/FABYMETAL4/status/2019171590840414233)  2026-02-04T22:09Z 50K followers, 22.5K engagements


"💡 Arm Holdings plc $ARM Q3 [----] 2026-02-04 💰 - 🟢 EPS$0.43 ($0.41) - 🟢 $1.24B ($1.23B) 📊 - 🟢 $737M (YoY+27%) - 🟢 $505M (YoY+25%) - 🔴 Non-GAAP40.7% (YoY-500bps) - 🟢 ACV$1.62B (YoY+28%) - 🔴 RPO$2.15B (YoY-8%) - 🔴 Non-GAAP FCF$169M (YoY-52%) 📊 - 🟢 EPS$0.58 ($0.56) - 🟢 $1.47B ($1.44B) 📊 - EPS$ ($) - $ ($) 📍 - [---] - AI$737M - AI - Arm Total Access50Arm Flexible Access318 - Non-GAAP98.3% 🤵♂CEO (Rene Haas) ArmAI3ArmAIArm 🔍 - : 110.93B - PER: [------] - Forward PER: [-----] - PEG: [----] 🎯 - (): 📉$105.03 (-0.59%) - (): 📉$100.47 (-4.29%) - : $157.16 ($215.0 $80.0) Buy - (AI): 😊6.82% -"  
[X Link](https://x.com/FABYMETAL4/status/2019177215116865662)  2026-02-04T22:32Z 50K followers, 14.8K engagements


"💡 Qualcomm Incorporated $QCOM Q1 [----] 2026-02-04 💰 - 🟢 EPS$3.50 ($3.41) - 🟢 $12.25B ($12.11B) 📊 - 🟢 QCT$10.61B (YoY+5%) - 🟢 Handsets$7.82B (YoY+3%) - 🟢 Automotive$1.10B (YoY+15%) - 🟢 IoT$1.69B (YoY+9%) - 🟢 QTL$1.59B (YoY+4%) - 🔴 QCT31% (-1pt) - 🟢 QTL77% (+2pts) - 🟢 $4.97B (YoY+8%) 📊 - 🔴 EPS$2.55 ($2.89) - 🔴 $10.6B ($11.12B) 📊 - EPS$ ($) - $ ($) 📍 - $12.25B - QCT$10.61B - Automotive2$1B15%$1.10B - Alphawave SemiData Center - $3.6B1500($2.6B) - CESAIpersonalindustrialphysical AI 🤵♂CEO (Cristiano Amon) CESpersonalindustrialphysical AI2029 🔍 - : 163.01B - PER: [-----] - Forward"  
[X Link](https://x.com/FABYMETAL4/status/2019178107480293716)  2026-02-04T22:35Z 50K followers, 12.1K engagements


"💡 Snap Inc. $SNAP Q4 [----] 2026-02-04 💰 - 🟢 EPS$0.03 ($-0.03) - 🟢 $1.72B ($1.70B) 📊 - 🟢 59% (+2pt+4pt) - 🔴 DAU474M (Est. 477M) (YoY+5%) - 🟢 MAU946M (YoY+6%) - 🟢 ARPU$3.62 (Est. $3.56) (YoY+5%) - 🟢 Snapchat+24M (YoY+71%) - 🟢 $232M (YoY+62%) - 🟢 YoY+28% - 🟢 In-App OptimizationsYoY+89% - 🟢 Dynamic Product AdsYoY+19% 📊 - EPS$ ($0.15) - 🔴 $1.52B ($1.54B) 📊 - EPS$ ($) - $ ($) 📍 - $500M - SpecsARARStar Wars: Holocron HistoriesCard MasterHandymanAI - AIAnimate It LensLens - WixSMBe - Smart Campaign Solution suite8% 🤵♂CEO (Evan Spiegel) Q4Specs 🔍 - : 10.49B - PER: - Forward PER:"  
[X Link](https://x.com/FABYMETAL4/status/2019178966838599686)  2026-02-04T22:39Z 50K followers, [----] engagements


"💡TSMC263 AI $TSM TSMC $TSM 252AI63 202526AI 3TSMCApple $AAPL iPhoneNVIDIA $NVDA AI3 TSMC112/162024220272 📍 3ASML $ASML EUVAIAI https://twitter.com/i/web/status/2019252606854656441 https://twitter.com/i/web/status/2019252606854656441"  
[X Link](https://x.com/FABYMETAL4/status/2019252606854656441)  2026-02-05T03:31Z 50K followers, 28.1K engagements


"📒202624 Nasdaq Cloud Index12850JefferiesSaaSpocalypse AnthropicAIThomson Reuters18%RELX14%LegalZoom20%4ServiceNow11%Microsoft13600 AISaaS 1AI 20261AI AI2025AI1.7620262.5343.9% AI: [----] [----] [----] [----] [----] [----] 6% AIITAI 24AISaaS John-David LovelockDistinguished VP Analyst VP Analyst John-David Lovelock Gartner Distinguished AI32026 [---] AIFaby @FABYMETAL4 https://note.com/fabymetal/n/n18c176c41f1csub_rt=share_pb https://note.com/fabymetal/n/n18c176c41f1csub_rt=share_pb"  
[X Link](https://x.com/FABYMETAL4/status/2019265071059464249)  2026-02-05T04:21Z 49.9K followers, 58.5K engagements


"💡 Inc. $AMZN Q4 [----] 2026-02-05 💰 - 🔴 EPS$1.95 ($1.96) - 🟢 $213.39B ($211.23B) 📊 - 🟢 AWS$35.6B (Est. $34.8B) (YoY+24%) - 🟢 $25.0B (Est. $24.8B) - 🔴 $127.1B (Est. $127.2B) (YoY+10%) - 🟢 $50.7B (Est. $49.7B) (YoY+17%) - 11.7% (Est. 11.7%) - 🟢 TTM$139.5B (YoY+20%) - 🔴 FY26$200B (Est. $147B) 📊 - EPS$ ($1.72) - 🟢 $176B ($175.16B) 📊 - EPS$ ($7.87) - $ ($795.59B) 📍 - AWS24%13AI - 2026$200BAI - YoY+22% - [--] - $24$27.4B 🤵♂CEO (Andy Jassy) AWS24%1322%32026Amazon$200B 🔍 - : 2.49T - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): 📉$222.83 (-0.97%) - (): 📉$210.7 (-5.34%) - : $296.11"  
[X Link](https://x.com/FABYMETAL4/status/2019520360849535115)  2026-02-05T21:15Z 50K followers, 27.7K engagements


"💡 Doximity Inc $DOCS Q3 [----] 2026-02-05 💰 - 🟢 EPS$0.46 ($0.45) - 🟢 $185.05M ($181.60M) 📊 - 🟢 Adjusted EBITDA$111.4M (YoY+9% Margin 60.2%) - 🟢 Non-GAAP59.1% (+0.1pt) - 🔴 $58.5M (YoY-8%) - 🟢 [---] () - 🟢 [--] () - 🟢 AI30 - 🔴 GAAP33.3% (44.6%) 📊 - EPS$ ($) - 🔴 $143.5M ($150.24M) 📊 - EPS$ ($) - 🔴 $643M ($645.33M) 📍 - [--] - AI - AI - 85%Doximity 🤵♂CEO (Jeff Tangney) 10072AI30AI 🔍 - : 6.64B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📉$33.31 (-4.19%) - (): 📉$24.5 (-26.47%) - : $62.19 ($80.0 $45.0) Buy - (AI): 😥-18.52% - (AI): $23.87 🤖 (AI) EPS10072AI30 Adjusted"  
[X Link](https://x.com/FABYMETAL4/status/2019521961425269217)  2026-02-05T21:22Z 49.9K followers, 15.3K engagements


"💡 Roblox Corporation $RBLX Q4 [----] 2026-02-05 💰 - 🟢 EPS$-0.45 ($-0.48) - 🔴 $1.42B ($2.08B) 📊 - 🟢 Bookings$2.22B (Est. $1.36B) (YoY+63%) - 🟢 DAU ()144M (YoY+69%) - 🟢 Hours Engaged35B (YoY+88%) - 🟢 MUP ()36.7M (YoY+100%) - 🟢 $307M (YoY+155%) - 🟢 $607M (YoY+229%) - 🟢 Developer Exchange$477M (YoY+70%) - 🟢 Age-CheckDAU45% (U13: 35% 13-17: 38% O18: 27%) 📊 - EPS$ ($) - $1.40B ($) 📊 - EPS$ ($) - $6.15B ($) 📍 - 2025Bookings$6.8B55%$4.9B36% - 1DAU45%O18 - AISLIMServer AuthorityTexture Streaming - DevEx8.5%1000$1.3M50% - AI103 - Rewarded Video90%95%Homepage Feature - [----] 🤵♂CEO (David"  
[X Link](https://x.com/FABYMETAL4/status/2019522574724788570)  2026-02-05T21:24Z 50K followers, 11K engagements


"💡 Affirm Holdings Inc. $AFRM Q2 FY2026 2026-02-05 💰 - 🔴 EPS$0.39 ($0.84) - 🟢 $1.12B ($1.06B) 📊 - 🟢 GMV$13.8B (YoY+36%) - 🟢 RLTC$543M (YoY+29%)GMV3.93% - 🟢 30.0% (YoY+3pp) - 🟢 10.5% (YoY+11pp) - 🟢 Affirm Card GMV$2.2B (YoY+159%) - 🟢 25.8M (YoY+23%) - 🔴 30ex-Peloton2.7% (YoY+18bps) 📊 - EPS$ ($0.70) - 🟢 $0.99B ($0.98B) 📊 - EPS$ ($3.03) - 🟢 $4.12B ($4.06B) 📍 - Big Nothing0% APRGMV5-27% - AdaptAIBoostAI10%47 - Black Friday/Cyber Monday0% APRGMV62% - Affirm Card121%370GMV159% - Intuit QuickBooks PaymentsExpediaVirgin Media O2WayfairUK/Canada 🤵♂CEO (Max Levchin) AmazonBig"  
[X Link](https://x.com/FABYMETAL4/status/2019529010649395314)  2026-02-05T21:50Z 50K followers, 10.9K engagements


"💡 Reddit Inc. $RDDT Q4 [----] 2026-02-05 💰 - 🟢 EPS$1.24 ($0.93) - 🟢 $725.6M ($667.06M) 📊 - 🟢 $690M (YoY+75%) - 🟢 $36M (YoY+8%) - 🔴 91.9% ( 92.6%) - 🟢 DAUq121.4M (YoY+19%) - 🟢 ARPU$5.98 (YoY+42%) - 🟢 EBITDA$327M (YoY+112%) - 🟢 $264M (YoY+196%) 📊 - EPS$ ($0.5) - 🟢 $600M ($577.08M) 📊 - EPS$ ($3.9) - $ ($2.98B) 📍 - [--] - 75%$690M - DAUq1214019% - DAUq28% - 2025$530MEBITDA $845M 🤵♂CEO (Steve Huffman) RedditReddit 🔍 - : 28.93B - PER: [-----] - Forward PER: [-----] - PEG: 🎯 - (): 📈$152.99 (1.1%) - (): 📈$158.3 (4.13%) - : $252.39 ($325 $135) Moderate Buy - (AI): 🤩12.8% - (AI): $162.5"  
[X Link](https://x.com/FABYMETAL4/status/2019530398808830235)  2026-02-05T21:55Z 50K followers, 13K engagements


"💡 Bloom Energy Corporation $BE Q4 [----] 2026-02-05 💰 - 🟢 EPS$0.45 ($0.30) - 🟢 $777.68M ($645.32M) 📊 - 🟢 $638.49M (YoY+35.4%) - 🔴 Non-GAAP31.9% (YoY-7.4%pt) - 🟢 $418.1M (Q4 2025) - 🟢 $6B (YoY+2.5x) - 🟢 $20B - 🟢 16.9% (-1.7%) 📊 - EPS$ ($) - $ ($) 📊 - 🟢 EPS$1.41 ($1.12) - 🟢 $3.20B ($2.58B) 📍 - 2025$2.02B37.3% - 2.5$6B$20B - 24$418.1M - 800V DCAI - 2026$3.1B-$3.3BNon-GAAP EPS $1.33-$1.48 🤵♂CEO (KR Sridhar) Bring-your-own-powerAI 🤵♂CFO (Maciej Kurzymski) 4Bloom 🔍 - : 34.85B - PER: [------] - Forward PER: - PEG: 🎯 - (): 📉$136.09 (-4.2%) - (): 📈$151.32 (10.95%) - : $125.17 ($207.0"  
[X Link](https://x.com/FABYMETAL4/status/2019552841527091583)  2026-02-05T23:24Z 50K followers, 15.7K engagements


"Claude Code x Claude Opus 4.6"  
[X Link](https://x.com/FABYMETAL4/status/2019738804828164563)  2026-02-06T11:43Z 49.9K followers, 61.6K engagements


"$660B $NVDA https://twitter.com/i/web/status/2020246673189138504 https://twitter.com/i/web/status/2020246673189138504"  
[X Link](https://x.com/FABYMETAL4/status/2020246673189138504)  2026-02-07T21:21Z 50K followers, 45.6K engagements


"💡 Amkor Technology Inc. $AMKR Q4 [----] 2026-02-09 💰 - 🟢 EPS$0.69 ($0.44) - 🟢 $1.89B ($1.84B) 📊 - 🟢 Advanced$1.58B (YoY+16.4%) - 🟢 16.7% (15.1%) - 🟢 9.8% (8.3%) - 🟢 EBITDA$369M (YoY+22.2%) - 🔴 $308M ($359M) - 🟢 Computing19% () 📊 - 🔴 EPS$0.23 ($0.24) - 🟢 $1.65B ($1.54B) 📊 - EPS$ ($) - $ ($) 📍 - 2025$6.71B6%AdvancedComputing - 416.7%9.8%150bps - 2026$2.5B-$3.0BAdvanced packaging - 1%1$0.08352 - $1.99B 🤵♂CEO (Kevin Engel) 2025AmkorAdvanced packagingComputing2026Advanced packaging 🔍 - : 12.2B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📈$52.69 (7.96%) - (): 📈$53.49 (1.65%) - :"  
[X Link](https://x.com/FABYMETAL4/status/2020989123209855188)  2026-02-09T22:32Z 50K followers, [----] engagements


"$CRDO +14.09%👏"  
[X Link](https://x.com/FABYMETAL4/status/2021002591812174127)  2026-02-09T23:25Z 50K followers, [----] engagements


"💡 Astera Labs Inc. $ALAB Q4 [----] 2026-02-10 💰 - 🟢 EPS$0.58 ($0.51) - 🟢 $270.58M ($249.55M) 📊 - 🟢 Non-GAAP75.7% (74.1%) - 🟢 Non-GAAP40.2% (34.3%) - 🟢 +91.8% YoY - 🟢 +17% QoQ - 🟢 $852.5M (+115%) 📊 - 🟢 EPS$0.54 ($0.52) - 🟢 $291.5M ($260.13M) 📊 - EPS$ ($) - $ ($) 📍 - Scorpio X-Series2030200 - AIGuy Azrad - NVLink FusionAI - Leo CXL Smart Memory ControllersMicrosoft Azure M-seriesCXLCXL - CFOMike TateCEODesmond Lynch202632CFO 🤵♂CEO (Jitendra Mohan) Astera LabsQ417%27060115%2025Intelligent Connectivity PlatformAstera LabsR&D 🔍 - : 31.7B - PER: [-----] - Forward PER: - PEG: 🎯 - ():"  
[X Link](https://x.com/FABYMETAL4/status/2021334904391512389)  2026-02-10T21:26Z 50K followers, 20.6K engagements


"💡 Cloudflare Inc. $NET Q4 [----] 2026-02-10 💰 - 🟢 EPS$0.28 ($0.27) - 🟢 $614.51M ($591.36M) 📊 - 🟢 RPOYoY+48% - 🟢 Current RPOYoY+34% - 🟢 ACVYoY+50% (2021) - 🟢 $99.4M (16.2% of revenue) vs $47.8M (10.4%) - 🟢 Non-GAAP14.6% (Est. 14.2%) - 🔴 Non-GAAP74.9% (Est. 75.0%) 📊 - 🔴 EPS$0.23 ($0.24) - 🟢 $620.5M ($614.19M) 📊 - 🔴 EPS$1.12 ($1.15) - 🟢 $2.79B ($2.74B) 📍 - ACV$42.5M - ACV50%2021 - AICloudflare - Workers - 108%$99.4M16.2% - $190.4M$127.3M49.6% 🤵♂CEO (Matthew Prince) 2025Q4$42.5MACV50%2021AICloudflareCloudflareCloudflare Workers 🔍 - : 60.86B - PER: [------] - Forward PER: - PEG: 🎯"  
[X Link](https://x.com/anyuser/status/2021337468239479006)  2026-02-10T21:36Z 50K followers, 14.8K engagements


"💡 Upstart Holdings Inc. $UPST Q4 [----] 2026-02-10 💰 - 🔴 EPS$0.17 ($0.46) - 🟢 $296.09M ($288.67M) 📊 - 🟢 [------] (YoY+86%) - 🟢 19.4% (18.0%) - 🟢 $3.2B (YoY+52%) - 🟢 $265.22M (YoY+33%) - 🟢 $140.77M (YoY+15%) - 🔴 53% (61%) - 🟢 EBITDA$63.69M (YoY+64%) - 🟢 EBITDA22% (18%) - 🟢 -20% - 🟢 AutoHomeQ470%11 📊 - EPS$ ($) - $ ($) 📊 - EPS$ ($) - $1.4B ($) 📍 - 202586%64%18% - AutoHome5Q4 - 20% - Q4AutoHome70%11202613 - 2025$42.6M$53.6M - 2026$1.4BEBITDA21% - 2025-202835%EBITDA25% - - Co-founderPaul Gu51CEO 🤵♂CEO (Dave Girouard)"  
[X Link](https://x.com/FABYMETAL4/status/2021340863222382812)  2026-02-10T21:49Z 50K followers, [----] engagements


"💡 Vertiv Holdings Co $VRT Q4 [----] 2026-02-11 💰 - 🟢 EPS$1.36 ($1.30) - 🟢 $2.88B ($2.88B) 📊 - 🟢 23.2% (YoY+170bps) - 🟢 $15.0B (YoY+109%) - 🟢 YoY+252% Book-to-Bill2.9 - 🟢 $1005M (YoY+136%) - 🟢 $910M (YoY+151%) - 🟢 [---] - 🟢 $2.6B 📊 - 🟢 EPS$0.98 ($0.96) - 🟢 $2.60B ($2.56B) 📊 - 🟢 EPS$6.02 ($5.33) - 🟢 $13.50B ($12.39B) 📍 - $15.0B109%Book-to-Bill2.9 - 23.2%170bps - FY2026$13.25B$13.75BEPS $5.97$6.07 - $910M151%0.5 - 🤵♂CEO (Giordano Albertazzi) 4VertivVertiv2026 🔍 - : 93.53B - PER: [-----] - Forward PER: -- - PEG: [----] 🎯 - (): 📈$199.62 (0%) - (): 📈$244.615 (22.54%) - : $209.09"  
[X Link](https://x.com/FABYMETAL4/status/2021695721125425379)  2026-02-11T21:19Z 50K followers, 11.2K engagements


"💡 AppLovin Corporation $APP Q4 [----] 2026-02-11 💰 - 🟢 EPS$3.24 ($2.94) - 🟢 $1.66B ($1.61B) 📊 - 🟢 EBITDA$1.40B (Est. $1.30B) (YoY+82%) - 🟢 EBITDA84.4% - 🟢 $1.10B (YoY+84%) - 🟢 $1.31B ( $3.95B) - 🟢 $1.31B ( $3.97B) 📊 - EPS$ ($) - 🟢 $1.76B ($1.70B) 📊 - EPS$ ($) - $ ($) 📍 - Q1 2026$1.745B-$1.775B$1.70B - Q1 2026EBITDA$1.465B-$1.495B84% - 20256.4$2.58B - AIAxon 2.0ROAS - e 🤵♂CEO (Adam Foroughi)  🔍 - : 159.83B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📉$457.7 (-0.07%) - (): 📉$423.98 (-7.33%) - : $714 ($860 $458) Buy - (AI): 😊8.12% - (AI): $437.46 🤖 (AI)"  
[X Link](https://x.com/FABYMETAL4/status/2021696345208455670)  2026-02-11T21:22Z 50K followers, 20.4K engagements


"💡 Fastly Inc. $FSLY Q4 [----] 2026-02-11 💰 - 🟢 EPS$0.12 ($0.06) - 🟢 $172.61M ($161.36M) 📊 - 🟢 Network Services$130.8M (YoY+19%) - 🟢 Security$35.4M (YoY+32%) - 🟢 Non-GAAP64.0% (+650bps) - 🟢 RPO$353.8M (YoY+55%) - 🟢 LTM110% (106%) - 🟢 [---] (YoY+32) - 🟢 $8.6M (-$7.9M) 📊 - 🟢 EPS$0.09 ($0.01) - 🟢 $171M ($159.6M) 📊 - 🟢 EPS$0.26 ($0.13) - 🟢 $710M ($667.8M) 📍 - $624.0M15% - Non-GAAP$21.2M-$2.8M - RPO$353.8M55% - $180M2026$149M - API SecurityAPI InventoryAPI - AI Assistant - DDoS ProtectionAdaptive Threat Engine - Gartner Peer Insights Customers' Choice for Cloud WAAP7 🤵♂CEO (Kip"  
[X Link](https://x.com/FABYMETAL4/status/2021697125806207151)  2026-02-11T21:25Z 50K followers, 21.1K engagements


"Python 243GPT👀 New art project. Train and inference GPT in [---] lines of pure dependency-free Python. This is the *full* algorithmic content of what is needed. Everything else is just for efficiency. I cannot simplify this any further. https://t.co/HmiRrQugnP New art project. Train and inference GPT in [---] lines of pure dependency-free Python. This is the *full* algorithmic content of what is needed. Everything else is just for efficiency. I cannot simplify this any further. https://t.co/HmiRrQugnP"  
[X Link](https://x.com/FABYMETAL4/status/2021725724617715915)  2026-02-11T23:19Z 50K followers, 15.7K engagements


"📈Micron CFOHBM4 SemiAnalysis9.9% $MU Micron Technology $MU CFO Mark Murphy211Wolfe ResearchHBM4HBM4 MurphyHBM4Q120261-312Q24-61HBM411Gbps SemiAnalysisMicronNVIDIA RubinHBMNVIDIAMicronHBMNVIDIA $NVDA HBM4SK Hynix70:30MicronHBM4 MU9.9%Morgan StanleyJoseph Moore350450OverweightLynx Equity StrategiesKC RajkumarMicronHBM4 📍 Murphy2026HBM2026MicronHBM TAM202535020281000CAGR40%SemiAnalysisMicronFQ2 [----] https://twitter.com/i/web/status/2021733550526173300 https://twitter.com/i/web/status/2021733550526173300"  
[X Link](https://x.com/FABYMETAL4/status/2021733550526173300)  2026-02-11T23:50Z 50K followers, 24.5K engagements


"OpenAI Codex-Spark1CerebrasCodex - Spark11000"  
[X Link](https://x.com/FABYMETAL4/status/2022037189119672406)  2026-02-12T19:56Z 50K followers, [----] engagements


"💡 Nebius Group N.V. $NBIS Q4 [----] 2026-02-12 💰 - 🔴 EPS$-0.68 ($-0.44) - 🔴 $227.7M ($242.79M) 📊 - 🟢 (ARR)$1.25B ($0.9-1.1B) - 🟢 Core AI Cloud$214.2M (YoY +800%) - 🟢 Adjusted EBITDA$15M ( -$63.9M) - 🟢 AIEBITDA24% - 🟢 $834.3M ( -$73.1M) - $2.06B (GPU) - 🟢 $3.7B 📊 - EPS$ ($-0.31) - $ ($466.13M) 📊 - EPS$ ($-3.18) - 🔴 $3.2B ($3.48B) 📍 - 2026ARR$7B$9B20257 - 3GW2.5GW2GW - MicrosoftMeta2 - TavilyAI300SDK - NVIDIA Vera Rubin NVL722026 🤵♂CEO (Arkady Volozh) AI 🔍 - : 22.31B - PER: [------] - Forward PER: -- - PEG: -- 🎯 - (): 📈$88.35 (4.84%) - (): 📉$84.27 (-4.52%) - : $144.6 ($211.0"  
[X Link](https://x.com/FABYMETAL4/status/2022051829878849713)  2026-02-12T20:54Z 50K followers, 23.2K engagements


"GPT-5.3-Codex-Spark Claude Code"  
[X Link](https://x.com/FABYMETAL4/status/2022279313429823602)  2026-02-13T11:58Z 50K followers, 11.8K engagements


"💡 Rubrik Inc. $RBRK Q2 [----] 2025-09-09 💰 - 🟢 EPS$-0.03 ($-0.34) - 🟢 $309.86M ($282.26M) 📊 - 🟢 ARR$1.25B (YoY+36%) - 🟢 $297M (YoY+55%) - 🟢 Non-GAAP81.6% (77.0%) - 🟢 $57.5M (-$32M) - 🟢 $100KARR2505 (YoY+27%) - 🟢 ARR9.4% (-8.2%) 📊 - 🟢 EPS$-0.17 ($-0.26) - 🟢 $320M ($302.11M) 📊 - 🟢 EPS$-0.47 ($-0.97) - 🟢 $1.23B ($1.19B) 📍 - PredibaseAI - Agent Rewind - AI - Amazon RDS for PostgreSQLDynamoDB - Gartner Magic Quadrant6 - $64.7M-$27.1M 🤵♂CEO (Bipul Sinha) PredibaseGenAIAI 🤵♂CFO (Kiran Choudary) 2ARR36%19%2026 🔍 - : 18.5B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📈$98.32 (2.83%)"  
[X Link](https://x.com/FABYMETAL4/status/1965512503900897300)  2025-09-09T20:27Z 50K followers, 21.3K engagements


"📒Microsoft250AI2 Nebius10 $NBIS 202599AI Nebius Group25000(250)Microsoft17427035 +60%910 +49.42%$95.72 20AI10 NebiusSECMicrosoft70AINebius Microsoft MicrosoftNebius 2024MicrosoftAICoreWeave20257MicrosoftOpenAICoreWeave11935000MicrosoftOpenAI AIMicrosoft GPUNvidiaBlackwell GPU12AWSGoogleMetaMicrosoftOracleCoreWeave2025 MicrosoftGPU Nebius Nebius GoogleYandex2024710002520 CEOArkady VolozhYandex20 - 15% - 20% - 30% [--] Nebius Microsoft (note)"  
[X Link](https://x.com/anyuser/status/1965550881505685610)  2025-09-09T23:00Z 50K followers, 94K engagements


"📒GPUASIC3 NVIDIAIntel $NVDA $INTC 202599AI Infrastructure SummitNVIDIARubin CPX GPUNVIDIARubin CPXHBM4GDDR7HBM420.5TB/NVIDIAR200 GPU2TB/GPUNVLink10 NVIDIARubin CPX150NVIDIA150 [--------] NVIDIAIntel CorporationPCNVIDIAIntel50 IntelNVIDIARubin CPXIntel2AIASICJensen HuangCEOJensen 2ASICNVIDIAAI 90% AI MicrosoftGoogleMetaAIGPUB20013 GPU90% AI ChatGPTAI [--] 70-80%10% 20-30%90% GPU1F1 NVIDIA GoogleTPUTensor Processing Unit100AI Meta2026100MTIAMeta Training and Inference AcceleratorMark ZuckerbergMeta ConnectAI OpenAITitanSam AltmanMicrosoftBroadcom NVIDIA ASICApplication Specific Integrated Circuit"  
[X Link](https://x.com/anyuser/status/1969001313188172019)  2025-09-19T11:31Z 50K followers, 149.4K engagements


"OpenAINVIDIAOpenAINvidia100010AINvidia 1010NvidiaOpenAINvidiaGPUOpenAI NvidiaGPUDPUCUDAAI EnterpriseNIMOpenAI10"  
[X Link](https://x.com/anyuser/status/1970302364382110102)  2025-09-23T01:41Z 50K followers, 109.4K engagements


"11NVIDIA4306NVIDIA () $NVDA 11NVIDIA1505.74003001 $NVDA https://t.co/XAtFcUZX5f 11NVIDIA1505.74003001 $NVDA https://t.co/XAtFcUZX5f"  
[X Link](https://x.com/anyuser/status/1976053175691116919)  2025-10-08T22:32Z 50K followers, 1.5M engagements


"AegaeonOpenAIAINvidia AegaeonAIOpenAI Alibaba Cloud779AI73394%1192GPUAegaeon213 OpenAIChatGPT7GPT-5100GPU60-80%Aegaeon10-15% Alibaba Cloud10090OpenAI AegaeonAIAIGPU DeepSeekAIGPUGPUGPUAINVIDIA"  
[X Link](https://x.com/anyuser/status/1980019375467049442)  2025-10-19T21:13Z 50K followers, 266.5K engagements


"💡 Cadence Design Systems Inc. $CDNS Q3 [----] 2025-10-27 💰 - 🟢 EPS$1.93 ($1.79) - 🟢 $1.34B ($1.32B) 📊 - 🟢 $7.0B (: $6.4B) - 🟢 Non-GAAP47.6% (: 44.8%) - 🟢 GAAP31.8% (: 28.8%) - 🟢 YoY +10.2% 📊 - EPS$ ($1.92) - $ ($1.41B) 📊 - 🟢 EPS$7.05 ($6.93) - 🟢 $5.28B ($5.25B) 📍 - $7.0B - AIAI - 14% - - Non-GAAP47.6% 🤵♂CEO (Anirudh Devgan) Cadence2025314%AICadenceAI 🤵♂CFO (John Wall) Cadence202533$7.0B2025 🔍 - : 94.04B - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): 📉$351.84 (-1.54%) - (): 📉$343.48 (-2.3%) - : $309.29 ($360 $225) Buy - (AI): 😊5.8% - (AI): $349.95 🤖 (AI) Cadence"  
[X Link](https://x.com/FABYMETAL4/status/1982907829637034044)  2025-10-27T20:30Z 50K followers, 13.5K engagements


"💡 Confluent Inc. $CFLT Q3 [----] 2025-10-27 💰 - 🟢 EPS$0.13 ($0.1) - 🟢 $298.54M ($292.89M) 📊 - 🟢 Confluent Cloud$161M (YoY+24%) - 🟢 $286.3M (YoY+19%) - 🟢 Non-GAAP9.7% (6.3%) - 🟢 $100KARR1487 (YoY+10%) - 🟢 (RPO)YoY+43% - 🟢 $24.6M ($9.3M) 📊 - 🟢 EPS$0.1 ($0.09) - 🔴 $296M ($305.56M) 📊 - 🟢 EPS$0.4 ($0.36) - 🔴 $1.11B ($1.15B) 📍 - Confluent Cloud24% - (DSP)Flink - AI/ML - Non-GAAP9.7% - RPO43% 🤵♂CEO (Jay Kreps) ConfluentConfluent Cloud24%43%DSPFlinkConfluentAI 🤵♂CFO (Rohan Sivaram) [--] 🔍 - : 7.07B - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): 📉$22.11 (-3.24%) - (): 📈$23.97"  
[X Link](https://x.com/FABYMETAL4/status/1982912208947540284)  2025-10-27T20:48Z 49.9K followers, 13.5K engagements


"💡 Teradyne Inc. $TER Q3 [----] 2025-10-28 💰 - 🟢 EPS$0.85 ($0.79) - 🟢 $769M ($743.85M) 📊 - 🟢 Semiconductor Test$606M (YoY+4%) - Product Test$88M - Robotics$75M - 🟢 GAAP$119.6M (GAAP EPS $0.75) 📊 - 🟢 EPS$1.33 ($1.02) - 🟢 $960M ($816.64M) 📊 - EPS$ ($4.58) - $ ($3.48B) 📍 - Q4 2025$920M-$1.0B+25%+27%Non-GAAP EPS$1.20-$1.46 - AI - Michelle Turner2025113CFO30L3Harris TechnologiesJohnson & JohnsonRaytheon - CFOSanjay Mehta2026Semiconductor Test - Evercore ISI$120$17545.83%Stifel$135AI 🤵♂CEO (Greg Smith) Semiconductor TestAIQ425%27%AI 🔍 - : 23B - PER: [-----] - Forward PER: [-----] - PEG: 1.64"  
[X Link](https://x.com/FABYMETAL4/status/1983309387105218992)  2025-10-28T23:06Z 50K followers, 15.5K engagements


"💡 Cloudflare Inc. $NET Q3 [----] 2025-10-30 💰 - 🟢 EPS$0.27 ($0.23) - 🟢 $562.03M ($544.95M) 📊 - 🟢 RPOYoY+43% - 🟢 Current RPOYoY+30% - 🟢 Non-GAAP$85.9M (Margin 15.3% YoY+35.3%) - 🔴 Non-GAAP75.3% ( 78.8%) - 🟢 $75.0M (Margin 13% YoY+65.6%) - 🟢 $4.04B 📊 - 🟢 EPS$0.27 ($0.26) - 🟢 $589M ($580.74M) 📊 - 🟢 EPS$0.91 ($0.86) - 🟢 $2.14B ($2.12B) 📍 - 231% - RPO43%Current RPO30% - Non-GAAP15.3%14.8%50bps - 65.6%$75.0M - CJ DesaiPresident of Product & EngineeringCEO 🤵♂CEO (Matthew Prince) 3231%10 🔍 - : 78.26B - PER: - Forward PER: [------] - PEG: 🎯 - (): 📉$222.48 (-1.65%) - (): 📈$229.56"  
[X Link](https://x.com/FABYMETAL4/status/1983998725757530396)  2025-10-30T20:45Z 50K followers, 45.1K engagements


"💡 Illumina Inc. $ILMN Q3 [----] 2025-10-30 💰 - 🟢 EPS$1.34 ($1.17) - 🟢 $1.08B ($1.07B) 📊 - 🟢 Non-GAAP24.5% (22.6%) - 🔴 $253M ($284M) - 🔴 Non-GAAP69.2% (70.5%) - 🟢 - 🟢 120$120M ($97.10/) 📊 - 🟢 EPS$1.17 ($1.17) - 🟢 $1.09B ($1.09B) 📊 - 🟢 EPS$4.70 ($4.50) - 🟢 $4.27B ($4.26B) 📍 - 5-base solution - Constellation mapped readGeneDx - BioInsight - TruSight Oncology Comprehensive - Alnylam PharmaceuticalsAlliance for Genomic Discovery - Illumina Protein Prep 🤵♂CEO (Jacob Thaysen) IlluminaQ3 [----] 🔍 - : 15.26B - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): 📈$99.1 (5.11%) - ():"  
[X Link](https://x.com/FABYMETAL4/status/1984001647388025209)  2025-10-30T20:57Z 49.9K followers, [----] engagements


"10 $NVDA +1🙏 37NH #"  
[X Link](https://x.com/anyuser/status/1984343923188457954)  2025-10-31T19:37Z 50K followers, 35.5K engagements


"💡 Upstart Holdings Inc. $UPST Q3 [----] 2025-11-04 💰 - 🟢 EPS$0.52 ($0.42) - 🔴 $277.11M ($279.62M) 📊 - 🟢 Adj. EBITDA$71.2M (Est. $56.3M) Margin: 26% (Est. 20.3%) - 🟢 $2.9B (YoY+80%) - 🟢 [------] (YoY+128%) - 🟢 20.6% (vs. 16.3% YoY) - 🔴 Contribution Profit$147.4M (Est. $161.4M) (YoY+44%) - 🟢 GAAP$31.8M (vs. ($6.8M) YoY) - 🟢 $259M (YoY+54%) 📊 - 🟢 EPS$0.52 ($0.52) - 🔴 $288M ($303.65M) 📊 - 🟢 EPS$1.65 ($1.65) - 🔴 $1.04B ($1.06B) 📍 - Q3GAAP$31.8M6 - Adj. EBITDA26%1% - AI - 128%428056 - 20.6%16.3%4.3 🤵♂CEO (Dave Girouard) Q3AI80%71%AI 🔍 - : 5.09B - PER: - Forward PER: [-----] - PEG: 🎯"  
[X Link](https://x.com/FABYMETAL4/status/1985829992048312775)  2025-11-04T22:02Z 50K followers, 15.3K engagements


"💡 Astera Labs Inc. $ALAB Q3 [----] 2025-11-04 💰 - 🟢 EPS$0.49 ($0.39) - 🟢 $230.58M ($206.42M) 📊 - 🟢 Non-GAAP41.7% (39.2%) - 🟢 Non-GAAP76.4% (76.0%) - 🟢 YoY+104% QoQ+20% - 🟢 GAAP$91.1M ($51.2M) - 🟢 Non-GAAP$88.2M ($78.0M) 📊 - 🟢 EPS$0.51 ($0.42) - 🟢 $249M ($216.49M) 📊 - EPS$ ($1.58) - $ ($775.99M) 📍 - aiXscale Photonics GmbH - [----] Open Compute Project Global SummitPCIeUALinkEthernetCXLOpenBMCAI - AMDAmphenolArmASPEEDCadenceEoptolinkIngrasysInsydeMolexQuantaSynopsysTE ConnectivityWistronWiwynn - Arm Total DesignArm Neoverse Compute SubsystemsSoC - Scorpio 🤵♂CEO (Jitendra Mohan)"  
[X Link](https://x.com/FABYMETAL4/status/1985830658061815942)  2025-11-04T22:04Z 50K followers, 45.9K engagements


"💡 AppLovin Corporation $APP Q3 [----] 2025-11-05 💰 - 🟢 EPS$2.45 ($2.38) - 🟢 $1.41B ($1.34B) 📊 - 🟢 EBITDA$1.16B (Est. $1.09B) (YoY+79%) - 🟢 EBITDA82% (+4.2) - 🟢 $836M (YoY+92%) - 🟢 $1.05B - 🟢 $1.05B 📊 - EPS$ ($) - 🟢 $1.59B ($1.55B) 📊 - EPS$ ($) - $ ($) 📍 - Q4EBITDA82-83% - 3$571M$439130 - $3.2B$3.3B - 68% - $1.05B 🤵♂CEO (Adam Foroughi)  🔍 - : 205.89B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📈$616.58 (1.04%) - (): 📈$658.58 (6.73%) - : $649.96 ($860.0 $360.0) Strong Buy - (AI): 😊18.52% - (AI): $660.74 🤖 (AI) 68%$1.41B$1.34BEPS$2.45$2.38EBITDA82%78%4AIAXON 2"  
[X Link](https://x.com/FABYMETAL4/status/1986197218215534878)  2025-11-05T22:21Z 49.9K followers, 17.9K engagements


"💡 Snap Inc. $SNAP Q3 [----] 2025-11-05 💰 - 🟢 EPS$-0.06 ($-0.12) - 🟢 $1.51B ($1.49B) 📊 - 🟢 DAU477M (Est. 476.31M) (YoY+8%) - 🟢 MAU943M (YoY+7%) - 🟢 ARPU$3.16 (Est. $3.13) (YoY+2%) - 🟢 Direct ResponseYoY+8% - 🟢 PurchaseYoY+30% - 🟢 Snapchat+$190M (YoY+54%) - 🟢 $146M (YoY+26%) - 🟢 $93M (YoY+30%) 📊 - EPS$ ($) - 🟢 $1.70B ($1.69B) 📊 - EPS$ ($) - $ ($) 📍 - $500M12 - Perplexity AI2026SnapchatAIPerplexity1$400M+Snap - AR Lens1803.5AR - Gen AI Lens560 - Snap OS 2.02026Specs - Commerce Kit for SpectaclesSpecsLens - Lens+ Partner PayoutsGenAILens - The Keys: A Guide to Digital Safety 🤵♂CEO"  
[X Link](https://x.com/FABYMETAL4/status/1986198089930244592)  2025-11-05T22:25Z 50K followers, [----] engagements


"💡 Cameco Corp $CCJ Q3 [----] 2025-11-05 💰 - 🔴 EPS$0.07 ($0.20) - 🟢 $615M ($533M) 📊 - 🔴 -14.7% YoY - 🟢 $779M - 🟢 $1B ($1B) - 🟢 Westinghouse$171.5M () - 🟢 $0.24/ (2025) 📊 - EPS$ ($) - $ ($) 📊 - EPS$ ($) - $2.49B ($) 📍 - Brookfield$80BWestinghouse - Westinghouse$171.5M - 2025$0.24/ - 9$82.63/$83/2025 - $779M$1B 🤵♂CEO (Timothy Gitzel)  🔍 - : 42.21B - PER: [------] - Forward PER: - PEG: 🎯 - (): 📉$95.46 (-0.5%) - (): 📉$95.2 (-0.04%) - : $109.09 ($147.72 $78.24) Strong Buy - (AI): 😥-9.82% - (AI): $94.89 🤖 (AI) 15%$615MEPS$0.07$0.2014.7%"  
[X Link](https://x.com/FABYMETAL4/status/1986200968959299952)  2025-11-05T22:36Z 50K followers, 10.5K engagements


"💡 Figma Inc. $FIG Q3 [----] 2025-11-05 💰 - 🟢 EPS$0.10 ($0.05) - 🟢 $274.17M ($263.95M) 📊 - 🟢 Non-GAAP$34.0M (Margin 12% vs Est. 6.5%) - 🟢 Net Dollar Retention Rate131% (QoQ+2%) - 🟢 ARR $100K1262 (QoQ+140) - 🟢 ARR $10K12910 (QoQ+1000) - 🟢 Figma Make30% ($100KARR) - 🟢 Annual Revenue Run Rate$1.0B - 🟢 Adjusted Free Cash Flow$49.0M (Margin 18%) 📊 - EPS$ ($) - 🟢 $293M ($281.10M) 📊 - EPS$ ($) - 🟢 $1.05B ($1.02B) 📍 - Annual Revenue Run Rate$1.0B - AIFigma Make$100KARR30% - Q350Copy DesignFigma MCP ServerMake KitsAI - OpenAIChatGPTFigma AppAI - AIWeavyFigma Weave - MetaLoredana"  
[X Link](https://x.com/FABYMETAL4/status/1986205375251783872)  2025-11-05T22:53Z 50K followers, 17.1K engagements


"💡 Freshworks Inc. $FRSH Q3 [----] 2025-11-05 💰 - 🟢 EPS$0.16 ($0.06) - 🟢 $215.12M ($208.84M) 📊 - 🟢 Non-GAAP$45.2M (Margin 21.0% YoY+88.4%) - 🟢 Non-GAAP21.0% (+820bps) - 🟢 $5KARR24377 (YoY+9%) - 🔴 Net Dollar Retention Rate105% (106% 107%) - 🟢 $63.5M (Margin 29.5% YoY+50.1%) - 🟢 $57.2M (Margin 26.6% YoY+42.6%) - 🟢 Freddy AIARRYoY+100% - 🟢 ESM (Enterprise Service Management) ARR$35M (YoY+100%) 📊 - 🟢 EPS$0.11 ($0.03) - 🟢 $218.5M ($216.25M) 📊 - 🟢 EPS$0.63 ($0.30) - 🟢 $834.6M ($825.65M) 📍 - Freddy AIARR2AI - Enterprise Service Management (ESM) for Business TeamsITSMARR$35M100% -"  
[X Link](https://x.com/FABYMETAL4/status/1986205646749114631)  2025-11-05T22:55Z 50K followers, [----] engagements


"💡 Arm Holdings plc $ARM Q2 [----] 2025-11-05 💰 - 🟢 EPS$0.39 ($0.33) - 🟢 $1.14B ($1.06B) 📊 - 🟢 $620M (YoY+21%) - 🟢 $515M (YoY+56%) - 🟢 41.1% (Est. 36.1%) - 🟢 98.2% (Est. 97.9%) - 🟢 $648M (Est. $654.3M) 📊 - 🟢 EPS$0.41 ($0.35) - 🟢 $1.23B ($1.11B) 📊 - EPS$ ($) - $ ($) 📍 - [----] - Armv9Arm CSS1 - Arm - OpenAIOracleSoftBankStargate5000 - AI 🤵♂CEO (Rene Haas) Arm20262310ArmArmAIAIStargate1OpenAIOracleSoftBank50001111 🔍 - : 170.26B - PER: [------] - Forward PER: [-----] - PEG: [----] 🎯 - (): 📈$160.32 (1.07%) - (): 📈$165.53 (3.33%) - : $157.52 ($210 $80) Buy - (AI): 😊12.84% - (AI): $167.38"  
[X Link](https://x.com/FABYMETAL4/status/1986235332673884402)  2025-11-06T00:53Z 50K followers, 17.8K engagements


"💡 Affirm Holdings Inc. $AFRM Q1 [----] 2025-11-06 💰 - 🟢 EPS$0.23 ($0.11) - 🟢 $933.34M ($883.14M) 📊 - 🟢 GMV$10.8B (YoY+42%) - 🟢 RLTC$455.2M (YoY+60%) - 🟢 RLTC4.2% (YoY+48bps) - 🟢 Adjusted Operating Income$264M (YoY+104%) - 🟢 Adjusted Operating Margin28% (YoY+10pp) - 🟢 Card2.8M (YoY+100%+) - 🟢 Card GMV$1.4B (YoY+135%) - 🟢 0% APRGMVYoY+64% - 🟢 6.7% (YoY-98bps) - 🟢 24.1M (YoY+24%) - 🟢 418.9K (YoY+30%) - 🟢 302.8% (YoY-4bps) 📊 - EPS$ ($) - 🔴 $1.045B ($1.05B) 📊 - EPS$ ($) - $47.5B ($) 📍 - Amazon203115 - ShopifyShop Pay Instalments - Worldpay for Platforms1000ISV -"  
[X Link](https://x.com/FABYMETAL4/status/1986560992940372477)  2025-11-06T22:27Z 50K followers, 28.1K engagements


"💡OpenAIGPT-5.1 800ChatGPT OpenAI1112GPT-5.1 InstantGPT-5.1 ThinkingChatGPT8ChatGPT GPT-5.1GPT-5IQEQ ChatGPT GPT-5.1 ChatGPTPlusPro OpenAI ChatGPTAI AIOpenAIAIAI AIChatGPTOpenAI"  
[X Link](https://x.com/anyuser/status/1988708947780599882)  2025-11-12T20:42Z 50K followers, 145.6K engagements


"💡 WhiteFiber Inc. $WYFI Q3 [----] 2025-11-13 💰 - 🔴 EPS$-0.47 ($-0.10) - 🔴 $20.18M ($22.02M) 📊 - 🟢 $18.0M (YoY+48%) - $1.7M - 🟢 $12.7M (YoY+90%) - 🟢 Adjusted EBITDA$2.3M - 🔴 $15.8M - 🟢 $166.5M 📊 - EPS$ ($) - $ ($) 📊 - EPS$ ($) - $ ($) 📍 - 65%$20.2M - 48%$18.0M - 90%$12.7M - Adjusted EBITDA$2.3M - $166.5M - NeedhamBuy$34$45NC-1 - Roth CapitalBuy$28$42 🤵♂CEO (Sam Tabar)  🔍 - : 860.14M - PER: - Forward PER: - PEG: 🎯 - (): 📉$19.94 (-12.3%) - (): 📉$17.05 (-14.18%) - : $37.0 ($45.0 $25.0) Buy - (AI): 😫-35.8% - (AI): $15.87 🤖 (AI) WhiteFiberAIHPCGPU65%48%90%"  
[X Link](https://x.com/FABYMETAL4/status/1989105304953606407)  2025-11-13T22:57Z 50K followers, 14.8K engagements


"💡 Okta Inc. $OKTA Q3 [----] 2025-12-02 💰 - 🟢 EPS$0.82 ($0.76) - 🟢 $742M ($730.44M) 📊 - 🟢 $724M (YoY+11%) - 🟢 RPO$4.29B (YoY+17%) - 🟢 cRPO$2.33B (YoY+13%) - 🟢 GAAP3% (+5%pt) - 🟢 Non-GAAP24% (+3%pt) - 🟢 $218M (29%) - 🟢 $211M (28%YoY+37%) 📊 - 🟢 EPS$0.85 ($0.84) - 🟢 $749M ($737.9M) 📊 - 🟢 EPS$3.44 ($3.37) - 🟢 $2.91B ($2.89B) 📍 - - Okta Identity Governance - AI AgentsAuth0AI - Q4 202631%29% - [----] Notes$510M - $2.46B 🤵♂CEO (Todd McKinnon) Okta Identity GovernanceOktaAIAuth0 for AI AgentsAIOkta4 🔍 - : 14.22B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📈$81.96 (1.64%) - ():"  
[X Link](https://x.com/FABYMETAL4/status/1995969437191877060)  2025-12-02T21:32Z 50K followers, 13.6K engagements


"💡 Snowflake Inc. $SNOW Q3 [----] 2025-12-03 💰 - 🟢 EPS$0.35 ($0.31) - 🟢 $1.21B ($1.19B) 📊 - 🟢 $1.16B (Est. $1.14B) (YoY+29%) - 🟢 Net Revenue Retention125% - 🟢 (RPO)$7.88B (YoY+37%) - 🟢 [------] (YoY+29%) - 🟢 Forbes Global [-------] (YoY+4%) - 🟢 (Non-GAAP)76% - 🟢 (Non-GAAP)11% - 🟢 Adjusted Free Cash Flow$136.4M (11% margin) 📊 - EPS$ ($) - 🟢 $1.20B ($1.19B) 📊 - EPS$ ($) - 🟢 $4.45B ($4.41B) 📍 - Snowflake IntelligenceSnowflake - AnthropicAgentic AI$200M - AI - Adjusted Free Cash Flow Margin25% - 76% 🤵♂CEO (Sridhar Ramaswamy) Snowflake29%11.637%78.8SnowflakeAIAISnowflake"  
[X Link](https://x.com/FABYMETAL4/status/1996329230217748509)  2025-12-03T21:22Z 50K followers, 21.6K engagements


"💡 UiPath Inc. $PATH Q3 [----] 2025-12-03 💰 - 🟢 EPS$0.16 ($0.15) - 🟢 $411.11M ($391.98M) 📊 - 🟢 ARR$1.782B (Est. $1.76B) (YoY+11%) - 🟢 Net New ARR$59M - 🟢 Dollar-Based Net Retention Rate107% - 🟢 Non-GAAP Gross Margin85% - 🟢 GAAP Operating Income$13M (GAAP) - 🟢 Non-GAAP Operating Income$88M - Non-GAAP Adjusted Free Cash Flow$28M 📊 - EPS$ ($) - 🟢 $464.5M ($463.3M) 📊 - EPS$ ($) - $ ($) 📍 - GAAP - Microsoft Azure AI FoundryUiPath AgentAzure AI Foundry Agent - OpenAIChatGPT - Google Gemini ModelsUiPath Conversational Agent - NVIDIANVIDIA Nemotron ModelsNVIDIA NIMAI - SnowflakeSnowflake"  
[X Link](https://x.com/FABYMETAL4/status/1996330821314293929)  2025-12-03T21:28Z 50K followers, 28K engagements


"💡Palantir $PLTR Chain Reaction NVIDIA $NVDA CenterPoint Energy $CNP AI Palantir Technologies $PLTR Chain Reaction AINVIDIA $NVDA CenterPoint Energy $CNP AIAIChain Reaction AI PalantirAIAIPNVIDIANemotronCUDA-XAICenterPoint Energy $CNP NVIDIA $NVDA AIPalantirTristan GruskaChain Reaction PalantirNVIDIAAI: Taiwan Semiconductor Manufacturing $TSM AI 📍 Chain Reaction 2035300%AIPalantir $PLTR NVIDIA $NVDA CenterPoint Energy $CNP AIAI https://twitter.com/i/web/status/1996556805623968106 https://twitter.com/i/web/status/1996556805623968106"  
[X Link](https://x.com/FABYMETAL4/status/1996556805623968106)  2025-12-04T12:26Z 50K followers, 48.3K engagements


"💡 Rubrik Inc. $RBRK Q3 [----] 2025-12-04 💰 - 🟢 EPS$0.10 ($-0.17) - 🟢 $350.17M ($320.51M) 📊 - 🟢 Subscription ARR$1.35B (YoY+34%) - 🟢 Subscription Revenue$336.4M (YoY+52%) - 🟢 Non-GAAP82.8% (79.2%) - 🟢 Subscription ARR Contribution Margin10.3% (-3.3%) - 🟢 $76.9M (YoY+394%) - 🟢 $100K2638 (YoY+27%) - 🟢 $85.5M ($23.1M) 📊 - 🟢 EPS$-0.11 ($-0.31) - 🟢 $342M ($325.12M) 📊 - EPS$-0.18 ($) - $1.28B ($) 📍 - Subscription ARR$1.35B34% - Rubrik Agent CloudEnterprise AI - Rubrik Okta RecoveryOkta Identity Provider - CrowdStrikeRubrik Identity ResilienceCrowdStrike Falcon Next-Gen Identity"  
[X Link](https://x.com/FABYMETAL4/status/1996706891444244954)  2025-12-04T22:23Z 49.9K followers, 22.1K engagements


"💡 Samsara Inc. $IOT Q3 [----] 2025-12-04 💰 - 🟢 EPS$0.15 ($0.12) - 🟢 $416M ($399.3M) 📊 - 🟢 ARR$1.745B (YoY+29%) - 🟢 $100KARR2990 (Q3219) - 🟢 $1MARR164 (Q317) - 🟢 $100KARR$1B (YoY+36%) - 🟢 Non-GAAP77.8% - 🟢 Non-GAAP19.2% - 🟢 $63.7M (YoY+77%) - 🟢 $55.8M (13.4%) - 🟢 GAAP$7.8M () 📊 - 🟢 EPS$0.13 ($0.12) - 🟢 $422M ($419M) 📊 - 🟢 EPS$0.51 ($0.47) - 🟢 $1.60B ($1.58B) 📍 - GAAPNon-GAAP19.2% - ARR$1.745B29% - $100KARR2192990 - $1MARR17164 - $100KARR$1B36% - $63.7M77% - 13.4% - AIConnected Operations Platform 🤵♂CEO (Sanjit Biswas) SamsaraQ3ARR$1.75B$100KARR$1BARR36%AI 🔍 - : 22.38B -"  
[X Link](https://x.com/FABYMETAL4/status/1996708495094366396)  2025-12-04T22:29Z 49.9K followers, 12.6K engagements


"💡 Adobe Inc. $ADBE Q4 FY2025 2025-12-10 💰 - 🟢 EPS$5.50 ($5.39) - 🟢 $6.19B ($6.11B) 📊 - 🟢 Digital Media$4.62B (YoY+11%) - 🟢 Digital Experience$1.52B (YoY+9%) - 🟢 Total Customer Group Subscription$5.96B (YoY+12%) - 🟢 Business Professionals & Consumers Subscription$1.72B (YoY+15%) - 🟢 Creative & Marketing Professionals Subscription$4.25B (YoY+11%) - 🟢 RPO$22.52B (Est. $22.28B) - 🟢 $3.16B (Q4) $10.03B (FY2025) - 🟢 Non-GAAP$2.82B (Q4) 📊 - 🟢 EPS$5.88 ($5.66) - 🟢 $6.28B ($6.24B) 📊 - EPS$23.40 ($) - 🟢 $26.00B ($25.90B) 📍 - FY2025$23.77B+11% - Total Adobe"  
[X Link](https://x.com/FABYMETAL4/status/1998867507151847691)  2025-12-10T21:28Z 50K followers, 11K engagements


"💡 Taiwan Semiconductor Manufacturing Co. $TSM Q4 [----] 2026-01-15 💰 - 🟢 EPS$3.14 ($2.98) - 🟢 $33.73B ($32.73B) 📊 - 🟢 62.3% (Est. 60.5%) (YoY+6.2%) - 🟢 54.0% (Prior 49%-51%) (YoY+8.3%) - 🟢 $16.30B (Est. $15.2B) (YoY+35%) - 🟢 3nm28% (QoQ+3%) - 🟢 HPC/AI55% (QoQ+4%) - 🟢 3.96M (12) - 🟢 $7324 (QoQ+7%) - 🟢 ROE38.8% 📊 - EPS$ ($) - 🟢 $35.2B ($33.2B) 📊 - EPS$ ($) - $ ($) 📍 - 202630%AI - 53%56% - AICAGR40%50%(2024-2029) - 2026$52B-$56B$40.9B - N2Q4 [----] - N2P2026A16()2026 - Arizona - 20258%10% - 2028-2029 🤵♂CEO (C. C. Wei) AI$52B-$56BTSMC20282029 🤵♂CFO (Wendell Huang)  🔍 - : 1.72T -"  
[X Link](https://x.com/FABYMETAL4/status/2011749114120212645)  2026-01-15T10:35Z 50K followers, 25K engagements


"💡 Intel Corporation $INTC Q4 [----] 2026-01-22 💰 - 🟢 EPS$0.15 ($0.08) - 🟢 $13.67B ($13.39B) 📊 - 🔴 CCG (Client Computing Group) $8.2B (YoY-7%) - 🟢 DCAI (Data Center and AI) $4.7B (YoY+9%) - 🔴 37.9% (YoY-4.2ppts) - $52.9B (YoY) 📊 - 🔴 EPS$0.00 ($0.05) - 🔴 $12.2B ($12.56B) 📊 - EPS$ ($) - $ ($) 📍 - Intel 18A - Q1Q2 - x86AI - Q4 🤵♂CEO (Lip-Bu Tan) AICPUIntelIntel 18AAI 🤵♂CFO (David Zinsner) Q4EPSQ1Q2AIx86 🔍 - : 258.77B - PER: [------] - Forward PER: [-----] - PEG: [----] 🎯 - (): 📈$54.301 (0.14%) - (): 📉$52.71 (-3.03%) - : $42.46 ($65.0 $20.4) Hold - (AI): 😊8.2% - (AI): $53.12 🤖 (AI)"  
[X Link](https://x.com/FABYMETAL4/status/2014448446418387069)  2026-01-22T21:21Z 50K followers, 81K engagements


"💡 Intuitive Surgical Inc. $ISRG Q4 [----] 2026-01-22 💰 - 🟢 EPS$2.53 ($2.27) - 🟢 $2.87B ($2.76B) 📊 - 🟢 da VinciYoY+17% - 🟢 IonYoY+44% - 🟢 da Vinci532 (da Vinci 5303493) - 🟢 da Vinci11106 (YoY+12%) - 🟢 Ion995 (YoY+24%) - 🟢 $1.66B (YoY+17%) - 🟢 $786M ($655M) - 🟢 Non-GAAP$1.07B ($0.93B) - 🟢 $9.03B ($0.60B) 📊 - EPS$ ($) - $ ($) 📊 - EPS$ ($) - $ ($) 📍 - 2026da Vinci13-15%202518% - 2026Non-GAAP67-68%1.2% - 2026Non-GAAP11-15%202512% - da Vinci 5Q4303174 - [------] - Intuitive Foundation$70M$45M - GAAP$795M$686MNon-GAAP$914M$805M 🤵♂CEO ()  🔍 - : 185.65B - PER: [-----] - Forward PER: -"  
[X Link](https://x.com/FABYMETAL4/status/2014449550426308795)  2026-01-22T21:26Z 49.9K followers, 13.9K engagements


"MU 20261NISA Micron $MU AIHBMDRAM     eMAXIS Slim 12010% ETF  57% 1006% - 10: [---] - 20: [---] - 30: [---] - 40: [----] [----] [--]   S&P5008% [--] NISAiDeCo NISA3601800 MU $MU iDeCo [--]  AI  4% 254% [--] - : [---] - : [---] [--] = [----] [----] NVIDIA  [--]. [--]. NISAiDeCo [--]. [--].   20261NISA Micron $MU AIHBMDRAM     eMAXIS Slim 12010% ETF  57% 1006% - 10: [---] - 20: [---] - 30: [---] - 40: [----] [----] [--]   S&P5008% [--] NISAiDeCo NISA3601800 $MU iDeCo [--]  AI  4% 254% [--] - : [---] - : [---] [--] = [----] [----] NVIDIA  [--]. [--]. NISAiDeCo [--]. [--].   20261NISA Micron $MU http://x.com/i/article/2015923462452498432"  
[X Link](https://x.com/FABYMETAL4/status/2015929283882188823)  2026-01-26T23:26Z 49.9K followers, 95.4K engagements


"💡Micron2402028 $MU Micron Technology $MU 2026127NAND10240310702028AINAND Gan Kim YongEDBJermaine LoyJTC CorporationJacqueline Poh CEO2 📍HBM MicronHBM2027HBMNANDDRAM 📍 1600HBM14003000AIMicronAI 📍 AINANDHBMMicronHBMAI2027NVIDIA $NVDA AMD $AMD AI GPU2402028 📢 #Micron bets big on #NAND $24B fab breaks ground in #Singapore to meet surging AI & data demand. Production set for 2H 2028rare move among top memory players.💡More: https://t.co/q0txdRbGxc 🔗 https://t.co/r9akZeqZva 📢 #Micron bets big on #NAND $24B fab breaks ground in #Singapore to meet surging AI & data demand. Production set for"  
[X Link](https://x.com/FABYMETAL4/status/2015999422019338745)  2026-01-27T04:04Z 50K followers, 35.5K engagements


"💡 ASML Holding NV $ASML Q4 [----] 2026-01-28 💰 - 🔴 EPS7.31 (7.55) - 🟢 9.70B (9.58B) 📊 - 🟢 13.16B (Est. 6.85B) - 🟢 51-53% (2026) - 🟢 9.60B (2025) - 🟢 12B (202812) 📊 - EPS$ (6.31) - $ (8.14B) 📊 - EPS$ ($) - 36.50B ($) 📍 - 13.16B6.85B - 202532.7B9.6B - 202634-39B51-53% - 12B202812 - TSMC202637%$56BSamsung24%$40B - EUV2027YoY+20-25%ASPDUV+40-50% 🤵♂CEO (Peter Wennink)  🔍 - : 542.97B - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): 📈$1455.42 (2.63%) - (): 📈$1478.5 (1.63%) - : $1367.35 ($1715.75 $928.52) Strong Buy - (AI): 😊12.8% - (AI): $1489.64 🤖 (AI) EPS13.16B2"  
[X Link](https://x.com/FABYMETAL4/status/2016430305419395100)  2026-01-28T08:37Z 50K followers, 17.9K engagements


"$STX +19.13🚀 💡 Seagate Technology Holdings plc $STX Q2 [----] 2026-01-27 💰 - 🟢 EPS$3.11 ($2.83) - 🟢 $2.83B ($2.75B) 📊 - 🟢 Non-GAAP42.2% (+670bps) - 🟢 Non-GAAP31.9% (+880bps) - 🟢 https://t.co/vAzr8DDX9t 💡 Seagate Technology Holdings plc $STX Q2 [----] 2026-01-27 💰 - 🟢 EPS$3.11 ($2.83) - 🟢 $2.83B ($2.75B) 📊 - 🟢 Non-GAAP42.2% (+670bps) - 🟢 Non-GAAP31.9% (+880bps) - 🟢 https://t.co/vAzr8DDX9t"  
[X Link](https://x.com/FABYMETAL4/status/2016619224882680042)  2026-01-28T21:07Z 49.7K followers, 12.9K engagements


"💡 Meta Platforms Inc. $META Q4 [----] 2026-01-28 💰 - 🟢 EPS$8.88 ($8.22) - 🟢 $59.89B ($58.47B) 📊 - 🟢 $58.14B (Est. $56.79B) (YoY+24%) - 🟢 Family of Apps$58.94B (Est. $57.47B) (YoY+25%) - 🟢 Family of Apps$30.77B (Est. $30.0B) (52%) - 🟢 DAP (Daily Active People)3.58B (YoY+7%) - 🟢 YoY+18% - 🔴 Reality Labs$955M (Est. $962.7M) (YoY-12%) - 🔴 Reality Labs$6.02B (Est. Loss $5.8B) 📊 - EPS$ ($6.36) - 🟢 $55.0B ($51.41B) 📊 - EPS$ ($29.62) - $ ($235.96B) 📍 - 2026$115B$135BMeta Superintelligence Labs - Q1 2026$53.5B$56.5B - $162B$169B - Less Personalized Ads - [--------] 🤵♂CEO (Mark Zuckerberg)"  
[X Link](https://x.com/FABYMETAL4/status/2016621725732262325)  2026-01-28T21:17Z 50K followers, 22.1K engagements


"💡 Lam Research Corporation $LRCX Q2 [----] 2026-01-28 💰 - 🟢 EPS$1.27 ($1.17) - 🟢 $5.34B ($5.24B) 📊 - 🔴 Non-GAAP34.3% (35.0%) - 🔴 Non-GAAP49.7% (50.6%) - 🔴 $2.25B ($2.77B) - 35% () - 🟢 $1.99B ($1.78BYoY+11.9%) - 🔴 $3.36B ($3.55B) 📊 - 🔴 EPS$1.35 ($1.41) - 🟢 $5.70B ($5.25B) 📊 - EPS$ ($) - $ ($) 📍 - Q2 2026$5.34B2025 - Q3 2026$5.70B($300M)Non-GAAP EPS $1.35($0.10) - 11.9%$1.99B - AI3 - CEOTim Archer - 35%Taiwan 20%Korea 20%Japan 10%Southeast Asia 8%5%2% 🤵♂CEO (Tim Archer) Lam20263AI 🔍 - : 299.51B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📉$239.88 (-0.65%) - (): 📈$243.99 (1.76%)"  
[X Link](https://x.com/FABYMETAL4/status/2016623235643924731)  2026-01-28T21:23Z 49.9K followers, 11.4K engagements


"$SNDK +9.60%🚀 📒note20252026NAND2 SanDisk $SNDK 559%S&P [---] 285A 540%MSCI SanDisk 📒note20252026NAND2 SanDisk $SNDK 559%S&P [---] 285A 540%MSCI SanDisk"  
[X Link](https://x.com/FABYMETAL4/status/2016644901476450526)  2026-01-28T22:49Z 49.7K followers, 21.8K engagements


"💡 GE Vernova Inc. $GEV Q4 [----] 2026-01-28 💰 - 🟢 EPS$13.39 ($3.18) - 🟢 $10.96B ($10.27B) 📊 - 🟢 $22.2B (YoY+65% organic) - 🟢 $150B (+$15B) - 🔴 EBITDA$1.16B (Est. $1.25B) 10.6% - 🟢 $1.8B (Q4)$3.7B (YoY+118%) - 🟢 Power$5.75B (YoY+6%) EBITDA16.9% - 🟢 Electrification$2.96B (YoY+36%) EBITDA17.1% - 🔴 WindEBITDA$(225)M (9.5%) 📊 - EPS$ ($2.15) - $ ($8.81B) 📊 - EPS$ ($15.05) - 🟢 $44.5B ($43.75B) 📍 - Gas Power62GW83GW - Prolec GEJV50%$5.275B202622 - $10B$6B$0.50 - S&PFitchBBB-BBBBBBBBB+ - 2028$22B$24B 🤵♂CEO (Scott Strazik) 2025PowerElectrificationWind$150B2026 🤵♂CFO (Ken Parks) 20256$9B"  
[X Link](https://x.com/FABYMETAL4/status/2016648269154439182)  2026-01-28T23:03Z 50K followers, 10.2K engagements


"$MSFT CFO Azure3373834 https://twitter.com/i/web/status/2016650023824740552 https://twitter.com/i/web/status/2016650023824740552"  
[X Link](https://x.com/FABYMETAL4/status/2016650023824740552)  2026-01-28T23:10Z 49.7K followers, [----] engagements


"Cloudflare AI Moltbot ClawdbotMoltworker $NET Moltworker is a middleware Worker and adapted scripts that allows running Moltbot (formerly Clawdbot) on Cloudflare's Sandbox SDK and our Developer Platform APIs. So you can self-host an AI personal assistant without any new hardware. https://t.co/BUlxsyu1fa Moltworker is a middleware Worker and adapted scripts that allows running Moltbot (formerly Clawdbot) on Cloudflare's Sandbox SDK and our Developer Platform APIs. So you can self-host an AI personal assistant without any new hardware. https://t.co/BUlxsyu1fa"  
[X Link](https://x.com/FABYMETAL4/status/2016959875587461188)  2026-01-29T19:41Z 49.3K followers, [----] engagements


"$GOOGL https://x.com/i/trending/2016963800545562849 https://x.com/i/trending/2016963800545562849"  
[X Link](https://x.com/FABYMETAL4/status/2016972455647334680)  2026-01-29T20:31Z 49.7K followers, [----] engagements


"💡 Western Digital Corporation $WDC Q2 [----] 2026-01-29 💰 - 🟢 EPS$2.13 ($1.94) - 🟢 $3.02B ($2.95B) 📊 - 🟢 46.1% (+770bps) - 🟢 33.8% (+930bps) - 🟢 $653M ($599M) - 🟢 $745M (+52.4%) 📊 - 🟢 EPS$2.30 ($1.94) - 🟢 $3.20B ($2.96B) 📊 - EPS$ ($) - $ ($) 📍 - Q340%47.5% - 100% - $0.1252026318 - AIHDD - 🤵♂CEO (Irving Tan) Western DigitalAIHDD2100% 🤵♂CFO (Kris Sennesael) 2026330GAAP47.5%GAAP EPS2.30 🔍 - : 95.63B - PER: [-----] - Forward PER: - PEG: 🎯 - (): 📉$278.36 (-3.0%) - (): 📈$279.51 (0.37%) - : $229.38 ($300.0 $165.0) Strong Buy - (AI): 😊12.8% - (AI): $285.42 🤖 (AI)"  
[X Link](https://x.com/FABYMETAL4/status/2016986821943841185)  2026-01-29T21:28Z 49.9K followers, 16.3K engagements


"💡 Apple Inc. $AAPL Q1 [----] 2026-01-29 💰 - 🟢 EPS$2.84 ($2.68) - 🟢 $143.76B ($138.48B) 📊 - 🟢 iPhone$85.27B (YoY+23.3%) - 🟢 Services$30.01B (Est. $30B) (YoY+13.9%) - 🟢 48.2% (46.9%) - 🟢 35.4% (34.5%) - 🟢 $53.93B ($29.94B) (YoY+80.2%) - 🟢 Greater China$25.53B (YoY+37.9%) - 🟢 [--] 📊 - EPS$ ($) - $ ($) 📊 - EPS$ ($) - $ ($) 📍 - iPhone - Services14% - [--] - $53.9B80% - $32B$0.26 🤵♂CEO (Tim Cook) Apple$143.8B16%iPhoneServices14%25 🤵♂CFO (Kevan Parekh) 12EPS19%EPS$54B$32B 🔍 - : 3.77T - PER: [-----] - Forward PER: [-----] - PEG: [----] 🎯 - (): 📈$258.45 (0.16%) - (): 📈$261.14 (1.13%) - :"  
[X Link](https://x.com/FABYMETAL4/status/2016992318184910963)  2026-01-29T21:50Z 49.9K followers, 22.5K engagements


"OpenAI Codex app 👀 Were excited to launch the Codex app a command center for building with agents. It gives you a focused space to manage multiple agents at once run work in parallel and collaborate with agents over long-running tasks. https://t.co/ldE9k0uL5z https://t.co/pH3K6d9D3q Were excited to launch the Codex app a command center for building with agents. It gives you a focused space to manage multiple agents at once run work in parallel and collaborate with agents over long-running tasks. https://t.co/ldE9k0uL5z https://t.co/pH3K6d9D3q"  
[X Link](https://x.com/FABYMETAL4/status/2018410539026956768)  2026-02-02T19:45Z 49.8K followers, 13.1K engagements


"Palantir $PLTR +5.23%"  
[X Link](https://x.com/FABYMETAL4/status/2018464384662847840)  2026-02-02T23:19Z 49.7K followers, [--] engagements


"SanDisk $SNDK +15.44% 👏"  
[X Link](https://x.com/FABYMETAL4/status/2018464762678624760)  2026-02-02T23:21Z 49.7K followers, [--] engagements


".(**) #BABYMETAL #foofighters"  
[X Link](https://x.com/anyuser/status/899793696370999296)  2017-08-22T00:41Z 50K followers, [----] engagements


"🐇 #BABYMETAL"  
[X Link](https://x.com/anyuser/status/995674664486682624)  2018-05-13T14:38Z 50K followers, [---] engagements

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