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# ![@Finsee_main Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1653727125759721472.png) @Finsee_main Finsee

Finsee posts on X about momentum, a very, bulls, q1 the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1653727125759721472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653727125759721472/c:line/m:interactions.svg)

- X Week XXXXXX +26%
- X Month XXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1653727125759721472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653727125759721472/c:line/m:posts_active.svg)

- X Week XXX +41%
- X Month XXX -XX%

### Followers: XXXXX [#](/creator/twitter::1653727125759721472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653727125759721472/c:line/m:followers.svg)

- X Week XXXXX +3.30%
- X Month XXXXX +11%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1653727125759721472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1653727125759721472/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1653727125759721472/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[momentum](/topic/momentum) #1570, [a very](/topic/a-very) 1.5%, [bulls](/topic/bulls) #990, [q1](/topic/q1) 0.75%, [balance sheet](/topic/balance-sheet) #1869, [$6753t](/topic/$6753t) #1878, [cash flow](/topic/cash-flow) #487, [investment](/topic/investment) 0.75%, [q2](/topic/q2) #316, [china](/topic/china) XXXX%

**Top accounts mentioned or mentioned by**
[@i_drohi](/creator/undefined) [@realjpdejongh](/creator/undefined) [@renesellmann](/creator/undefined) [@permplateau](/creator/undefined) [@pandemicrespon4](/creator/undefined) [@aikaxbt_agent](/creator/undefined) [@23marksay](/creator/undefined) [@shortreportmeta](/creator/undefined) [@srinicapital](/creator/undefined) [@jacksonleeburn1](/creator/undefined) [@pomomoh](/creator/undefined) [@grok](/creator/undefined) [@thoughtmusings1](/creator/undefined) [@formativeetf](/creator/undefined) [@bernardo11rr](/creator/undefined) [@exceed_invest](/creator/undefined) [@cicciozao](/creator/undefined) [@drew58298923](/creator/undefined) [@blankcheque__](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Centrifuge (CFG)](/topic/$cfg) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [Rigel Protocol (RGP)](/topic/$rgp) [Synchrony Financial (SYF)](/topic/$syf) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Selfkey (KEY)](/topic/$key) [Matrix AI Network (MAN)](/topic/$man) [TrustVerse (TRV)](/topic/$trv) [Snap-on Incorporated (SNA)](/topic/$sna) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [CSX Corporation (CSX)](/topic/$csx) [Centric Swap (CNS)](/topic/$cns) [Schlumberger NV (SLB)](/topic/$slb) [Alvey Chain (WALV)](/topic/$alv) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [FB Financial Corporation (FBK)](/topic/$fbk) [First Horizon, Corp. (FHN)](/topic/$fhn) [American Express Company (AXP)](/topic/$axp) [Amerco (UHAL)](/topic/$uhal) [Cal-Maine Foods Inc (CALM)](/topic/$calm) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [Cintas Corporation (CTAS)](/topic/$ctas) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Bitcoin Depot Inc. Class A Common Stock (BTM)](/topic/bitcoin-depot) [Bytom (BTM)](/topic/$btm) [CAE INC (CAE)](/topic/$cae) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Basis Cash (BAC)](/topic/$bac) [Witnet (WIT)](/topic/$wit) [Stanley Black & Decker, Inc. (SWK)](/topic/$swk) [Stryker Corporation (SYK)](/topic/$syk) [Global Payments Inc (GPN)](/topic/$gpn) [Sotera Health Company Common Stock (SHC)](/topic/sotera-health) [School Hack Coin (SHC)](/topic/$shc) [Under Armour Inc Class C (UA)](/topic/$ua) [Parachute (PAR)](/topic/$par) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [J M Smucker Co (SJM)](/topic/$sjm) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Academy Sports and Outdoors, Inc. (ASO)](/topic/$aso)
### Top Social Posts [#](/creator/twitter::1653727125759721472/posts)
---
Top posts by engagements in the last XX hours

"$UHAL earnings: U-Haul reported a mixed Q1 with top-line growth offset by a severe decline in GAAP profitability driven by factors management had previously flagged but whose magnitude proved worse than anticipated. Consolidated revenue grew a solid XXX% YoY with strength across all key segments: Self-Moving (+4.3%) Self-Storage (+8.6%) and U-Box (Other revenue +15.6%). However net income plummeted XX% to $142.3M ($0.73/share vs. $XXXX YoY). The primary driver of the earnings miss was a dramatic deterioration in the used vehicle market. As warned last quarter gains on sale vanished; more"  
[X Link](https://x.com/Finsee_main/status/1953200923720953969) [@Finsee_main](/creator/x/Finsee_main) 2025-08-06T21:06Z 2405 followers, XXX engagements


"$CALM earnings: Cal-Maine Foods: Record Quarter Driven by Specialty Eggs and Prepared Foods Expansion Cal-Maine delivered its strongest first quarter in history firing on all cylinders. The results showcase a successful strategic pivot with the newly acquired Echo Lake prepared foods business contributing significantly to revenue and validating the companys diversification strategy. This combined with continued strength in higher-margin specialty eggs and a favorable pricing environment for conventional eggs led to a powerful beat across the board. For the Bulls: The story is compelling. The"  
[X Link](https://x.com/Finsee_main/status/1973344627420807500) [@Finsee_main](/creator/x/Finsee_main) 2025-10-01T11:09Z 2405 followers, XXX engagements


"$EPAM earnings: Strong Beat and Raise Driven by Accelerating Organic Growth EPAM delivered a very strong quarter beating its own guidance on revenue and EPS driven by an impressive acceleration in organic growth. The company raised its full-year outlook across the board signaling a significant increase in confidence compared to the caution expressed just three months ago. For bulls the accelerating organic constant currency growth (from XXX% in Q1 to XXX% in Q2 with XXX% guided for Q3) and the raised guidance provide strong evidence that the flight to quality narrative is playing out and"  
[X Link](https://x.com/Finsee_main/status/1953407330302693496) [@Finsee_main](/creator/x/Finsee_main) 2025-08-07T10:46Z 2403 followers, 2452 engagements


"$KYMR earnings: Kymera Therapeutics: Strong Execution and New Partnership Extend Runway Sharpen Focus on STAT6 Kymera delivered a strong quarter of execution highlighted by positive Phase X data for its lead asset KT-621 (STAT6) that met or exceeded expectations. A new strategic partnership with Gilead and a recent equity raise have bolstered the balance sheet extending the cash runway into late 2028. This provides substantial funding through multiple key clinical readouts. The bull case is significantly strengthened by the clinical de-risking of STAT6 and external validation from the Gilead"  
[X Link](https://x.com/Finsee_main/status/1954864124946448419) [@Finsee_main](/creator/x/Finsee_main) 2025-08-11T11:15Z 2405 followers, XXX engagements


"$DQ earnings: Daqo New Energy (DQ): Costs Down Sales Halted Ahead of Potential Turnaround Daqo reported a tough quarter financially with a collapse in sales volume leading to dismal revenue and margins. However the underlying operational story is much more optimistic. The company demonstrated excellent cost control and its strategic decision to hold back inventory appears prescient given the sharp rebound in polysilicon prices in July reportedly spurred by Chinese government intervention to curb irrational competition. For Bulls: 🟢 The bull case is forward-looking and strengthening."  
[X Link](https://x.com/Finsee_main/status/1960300102079185393) [@Finsee_main](/creator/x/Finsee_main) 2025-08-26T11:15Z 2403 followers, 1154 engagements


"$DRI earnings: Darden Starts the Year Strong but Cautious Guidance Raises Questions Darden reported a robust start to its fiscal year with sales and earnings per share handily beating last years results. The companys core casual dining brands Olive Garden and LongHorn Steakhouse continue to demonstrate impressive strength and market share gains. However while raising the low end of its sales guidance management kept its full-year EPS forecast unchanged and noted higher expected inflation suggesting a cautious outlook for the remainder of the year. For the Bulls: Strong Sales Momentum: Total"  
[X Link](https://x.com/Finsee_main/status/1968636027922264308) [@Finsee_main](/creator/x/Finsee_main) 2025-09-18T11:19Z 2403 followers, XXX engagements


"$CTAS earnings: Cintas Starts FY26 Strong with a Solid Beat and Raise Cintas kicked off its fiscal year with a strong quarter exceeding expectations and raising its full-year guidance for both revenue and EPS. The results show continued execution with solid revenue growth and healthy margin expansion. Capital returns remain a clear priority evidenced by significant buybacks and a double-digit dividend increase. The bull case is compelling: a consistent beat and raise performer delivering on its promises. For bears the slight deceleration in organic growth and a notable year-over-year drop in"  
[X Link](https://x.com/Finsee_main/status/1970836790584987855) [@Finsee_main](/creator/x/Finsee_main) 2025-09-24T13:04Z 2405 followers, XXX engagements


"$LBRT earnings: LBRT Q325: Frac Market Bites Hard Power Story Builds Momentum Libertys results show a clear divergence: the core completions business is suffering from a sharp cyclical downturn while the long-term power generation story continues to gain traction. Revenue was in line with soft expectations but the margin compression was severe leading to an adjusted net loss. The dividend increase is a welcome sign of confidence but with rising debt and a tough near-term outlook for frac the bear case holds more weight for now. For Bulls: The power business continues to strengthen with total"  
[X Link](https://x.com/Finsee_main/status/1979083022818320527) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T07:12Z 2403 followers, 1159 engagements


"$ALLY added during the call: Guidance and Outlook Q4 Net Interest Margin (NIM): Management explicitly guided for Q4 NIM to be roughly flat compared to Q3s XXXX% level. 2026 Earning Assets: The company expects low-single-digit percentage growth in average earning assets for 2026 driven by growth in retail auto and corporate finance. 2025 Earning Assets Exit Rate: While the full-year average earning assets are guided to be down X% management expects ending earning asset balances to be flat year-over-year for 2025 implying an inflection point in growth. Return Profile Clarification: Core ROTCE"  
[X Link](https://x.com/Finsee_main/status/1979187410278723761) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:07Z 2403 followers, XXX engagements


"$VRSK earnings: Verisk reported a strong Q2 beating expectations and raising its full-year 2025 revenue and Adjusted EBITDA guidance. The quarter was characterized by robust execution in the core subscription business an encouraging turnaround in the previously lagging transactional revenue and significant strategic moves to expand its ecosystem. The company announced a definitive agreement to acquire AccuLynx a leading SaaS platform for roofing contractors for $XXXX billion. It also closed the acquisition of SuranceBay for $XXX million to bolster its life and annuity offerings. These moves"  
[X Link](https://x.com/Finsee_main/status/1950529893847978256) [@Finsee_main](/creator/x/Finsee_main) 2025-07-30T12:12Z 2399 followers, XXX engagements


"$TRIP earnings: Tripadvisor: Growth Engines Fire Masking Core Brand Weakness A strong quarter where the story is all about the successful transition to a growth-oriented company. Bulls will cheer the massive profitability surge in Viator and TheFork which blew past expectations and drove a consolidated EBITDA beat and impressive free cash flow. This proves the new growth engines have significant operating leverage. Bears however will point to the continued decay in the legacy Brand Tripadvisor which missed its own revenue guidance and saw profits decline. While the bull case is becoming more"  
[X Link](https://x.com/Finsee_main/status/1953561460950675974) [@Finsee_main](/creator/x/Finsee_main) 2025-08-07T20:58Z 2398 followers, XXX engagements


"$BTM earnings: Profitability Soars But Revenue Growth Cools as Guided Bitcoin Depot (BTM) reported a very strong quarter on the bottom line showcasing impressive operating leverage and cost control. While revenue growth decelerated as guided the massive expansion in profitability margins and cash flow is the main story. The results strengthen the bull case that BTM is a highly efficient cash-generating machine. For the Bulls: The story is all about profitability. Net income tripled and Adjusted EBITDA grew XX% year-over-year. Operating expenses declined X% and gross margins expanded by 360"  
[X Link](https://x.com/Finsee_main/status/1955241647878320469) [@Finsee_main](/creator/x/Finsee_main) 2025-08-12T12:15Z 2397 followers, XXX engagements


"$CAE earnings: Mixed Quarter: Defense Strength Offsets Civil Weakness Guidance Trimmed CAE reported a mixed first quarter. The bull case for the Defense segment turnaround is clearly materializing with impressive margin expansion and strong order growth. However this strength was offset by a notable slowdown in the Civil segment the companys primary profit driver. Weak utilization contracting margins and a subsequent cut to the full-year Civil outlook are significant concerns. While the long-term backlog remains robust the near-term bearish signals from the Civil business combined with a"  
[X Link](https://x.com/Finsee_main/status/1955593044943577400) [@Finsee_main](/creator/x/Finsee_main) 2025-08-13T11:31Z 2398 followers, XXX engagements


"$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the"  
[X Link](https://x.com/Finsee_main/status/1978063181382578671) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T11:39Z 2399 followers, XXX engagements


"$CFG earnings: CFG: Solid Execution Drives Strong Quarter Private Bank Shines Citizens delivered a strong quarter beating guidance on fee income while meeting expectations on all other key metrics. The results show solid execution with continued Net Interest Margin (NIM) expansion positive operating leverage and improving credit trends. The strategic buildout of the Private Bank is accelerating and already contributing meaningfully to the bottom line providing a clear growth engine. For the Bulls: The bull case is compelling this quarter. Management is delivering on its promises. NIM expanded"  
[X Link](https://x.com/Finsee_main/status/1978432231254147105) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T12:06Z 2396 followers, XXX engagements


"$BAC added during the call: Updated Guidance & Outlook Preliminary 2026 NII Growth: Management provided a first look at 2026 NII expecting full-year growth of X% to X% over 2025. This is driven by continued organic loan and deposit growth (tracking slightly above GDP) plus a significant tailwind from the repricing of fixed-rate assets. Asset Repricing Detail: In 2026 the bank expects $10B - $15B per quarter of mortgage-backed securities and mortgage loans to roll off. These will be replaced by new assets yielding 150-200 basis points higher. Q4 Expense Outlook: Expenses in Q4 are expected to"  
[X Link](https://x.com/Finsee_main/status/1978461791484350646) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T14:03Z 2395 followers, XXX engagements


"$CFG added during the call: Private Bank & Wealth Growth Trajectory & Outlook: The Private Bank now has approximately XXX employees up from a startup base of XXX in 2023. The original teams brought over are estimated to have recovered 50-60% of their pre-acquisition book of business. Management is aiming to double the number of Private Banking Offices (PBOs) by the end of 2026. The contribution from the Private Bank could potentially double in the next three years. Deposit Milestone: The Private Banks spot deposits reached $XXXX billion already surpassing the year-end 2025 target of $12"  
[X Link](https://x.com/Finsee_main/status/1978464878248489351) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T14:15Z 2396 followers, XXX engagements


"$PNC added during the call: Capital & NII Optimal Capital Levels: Management indicated their operating CET1 guideline has been 10.0-10.5%. However with recent positive rating agency actions (Moodys upgrade) they see potential to operate toward the lower end of that range or possibly even lower depending on board discussions and final Basel III Endgame rules. The binding constraint for capital is shifting. 2026 NII Growth: Management expressed high confidence in their NII trajectory. They stated that comfortably yes 2026 NII growth will be better than the XXX% expected for 2025 (standalone PNC"  
[X Link](https://x.com/Finsee_main/status/1978496788282867773) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T16:22Z 2395 followers, XXX engagements


"$WIT earnings: Wipro Navigates Choppy Waters with Strong Deal Wins But Muted Growth and Margin Pressure Persist Wipro delivered a mixed quarter meeting its revenue guidance with continued impressive strength in large deal bookings. However the headline growth remains weak and margins were hit by a one-off customer bankruptcy and underlying investment pressures. While green shoots like a return to headcount growth and a sequential recovery in Europe are encouraging the path to a strong profitable growth trajectory is still unfolding. For the Bulls: Revenue growth of +0.3% in constant currency"  
[X Link](https://x.com/Finsee_main/status/1978804097835807171) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:43Z 2398 followers, XXX engagements


"$SWK earnings: Stanley Black & Decker reported Q2 results that significantly beat the pessimistic minimally positive earnings guidance from Q1 posting a $XXXX Adjusted EPS. However this beat was largely driven by a one-time tax benefit from an audit settlement which masked underlying operational pressure. Revenue declined X% (-3% organic) in line with cautious expectations as continued strength in the professional DEWALT brand was offset by a slow outdoor buying season and tariff-related disruptions. The central story this quarter is the dramatic downward revision of the expected tariff"  
[X Link](https://x.com/Finsee_main/status/1950155627281481863) [@Finsee_main](/creator/x/Finsee_main) 2025-07-29T11:25Z 2401 followers, XXX engagements


"$SYK earnings: Stryker delivered another excellent quarter beating expectations on the top and bottom lines and issuing a significant guidance raise for the full year. The results confirm that the high-growth broad-based momentum from Q1 is durable. Organic growth of XXXX% was strong across both MedSurg & Neurotechnology (+11.0%) and Orthopaedics (+9.0%). The key narrative this quarter is the de-risking of a major headwind. The anticipated negative impact from tariffs has been reduced from $200M to $175M. In response management confidently raised full-year organic sales guidance to 9.5%-10.0%"  
[X Link](https://x.com/Finsee_main/status/1951015116268511358) [@Finsee_main](/creator/x/Finsee_main) 2025-07-31T20:20Z 2401 followers, XXX engagements


"$GPN earnings: Global Payments reported a solid beat and raise quarter demonstrating strong execution on its standalone transformation plan while de-risking the upcoming Worldpay transaction. Results were modestly ahead of managements expectations driven by solid margin expansion and cost control. The key takeaway is the tangible progress and increased confidence. The company secured HSR antitrust clearance for the Worldpay acquisition and Issuer Solutions divestiture a critical milestone that keeps the H1 2026 closing on track. Management is signaling higher conviction in future performance"  
[X Link](https://x.com/Finsee_main/status/1953060826580967928) [@Finsee_main](/creator/x/Finsee_main) 2025-08-06T11:49Z 2401 followers, XXX engagements


"$SHC earnings: Sotera Health: Sterigenics Roars Back Driving Confident Guidance Raise A very strong quarter for Sotera Health marked by a significant beat-and-raise. The bull case is now more compelling as the primary concern from Q1the pace of volume recovery at Sterigenicshas been decisively answered with double-digit growth. This combined with phenomenal margin expansion at Nelson Labs and a significant boost to full-year EPS and EBITDA guidance paints a picture of excellent operational execution. For bears the ongoing EO litigation remains a clear overhang with another $XX million"  
[X Link](https://x.com/Finsee_main/status/1953783473501507856) [@Finsee_main](/creator/x/Finsee_main) 2025-08-08T11:40Z 2397 followers, XXX engagements


"$UA earnings: Under Armour: A Q1 Beat Over-shadowed by a Bleak Q2 Outlook Under Armour delivered Q1 results that surpassed its own cautious guidance showing discipline in cost control and some success in expanding margins. However the top-line decline continues particularly in the critical footwear and North American segments. More importantly the outlook for Q2 points to an accelerating sales decline and a severe contraction in gross margin confirming that the path to a sustained turnaround remains fraught with significant headwinds. For the Bulls: The company beat its Q1 guidance on revenue"  
[X Link](https://x.com/Finsee_main/status/1953785562516570595) [@Finsee_main](/creator/x/Finsee_main) 2025-08-08T11:49Z 2401 followers, XXX engagements


"$PAR earnings: PAR Technology (NYSE: PAR): Profitability Thesis Proven But Top-Line Momentum Wanes PAR delivered a very strong quarter on the bottom line with a significant $9.9M year-over-year improvement in Adjusted EBITDA marking its fourth consecutive quarter of profitability and proving the operating leverage in its model. However this was coupled with a noticeable deceleration in top-line growth. Organic ARR growth slowed to XX% (from XX% in Q1) and the sequential ARR add was less than half of what was seen last quarter raising questions about the full-year growth outlook. For the"  
[X Link](https://x.com/Finsee_main/status/1953787372698571160) [@Finsee_main](/creator/x/Finsee_main) 2025-08-08T11:56Z 2401 followers, 2370 engagements


"$JKHY earnings: Jack Henry: Solid FY25 Finish Tempered by Cautious FY26 Outlook Jack Henry delivered a strong end to fiscal 2025 beating its revised guidance on both revenue and EPS driven by excellent cost control and robust performance in its core recurring revenue streams. The balance sheet is pristine with zero debt and strong free cash flow. However the initial guidance for fiscal 2026 points to a clear deceleration. While management is signaling continued margin expansion the revenue and GAAP EPS growth outlook is muted. The company is now explicitly calling out headwinds from industry"  
[X Link](https://x.com/Finsee_main/status/1957915847327916361) [@Finsee_main](/creator/x/Finsee_main) 2025-08-19T21:21Z 2397 followers, XXX engagements


"$MNSO earnings and call: MINISO: Growth Accelerates and China Turns the Corner But Margins Feel the Pinch MINISO delivered a strong quarter beating its own revenue guidance and most importantly achieving positive same-store sales growth (SSSG) in Mainland China for the first time in several quarters. This turnaround combined with explosive XX% growth from the TOP TOY brand and continued overseas expansion paints a bullish picture. However bears will point to the continued year-over-year compression in adjusted margins (Operating Net and EBITDA) driven by investments in higher-cost"  
[X Link](https://x.com/Finsee_main/status/1958473436529148064) [@Finsee_main](/creator/x/Finsee_main) 2025-08-21T10:17Z 2401 followers, XXX engagements


"$RLX earnings: International Expansion Drives Solid Growth But Margins Show Signs of Peaking. RLX delivered another strong quarter with revenue and profit growth handily beating last years performance. The companys focus on international markets is clearly paying off fueling a XX% YoY revenue increase. This performance is particularly impressive given the challenging regulatory environment and product transitions mentioned last quarter. For the Bulls: The top-line momentum is undeniable. A XX% YoY and X% QoQ revenue increase demonstrates strong execution. Non-GAAP operating profit grew by a"  
[X Link](https://x.com/Finsee_main/status/1958826863771500976) [@Finsee_main](/creator/x/Finsee_main) 2025-08-22T09:41Z 2401 followers, XXX engagements


"$BEKE earnings: Beike Navigates a Softening Market with Diversification and Buybacks but Margins Suffer KE Holdings (Beike) reported a mixed quarter. While the company continues to rapidly expand its agent network and grow its newer business lines this came at a significant cost to profitability. Revenue growth of XX% was overshadowed by a sharp 600bps contraction in gross margin leading to a XX% drop in adjusted net income. The impressive growth in Home Rentals and Renovation is successfully diversifying the business but is not yet profitable enough to offset weakness in the core high-margin"  
[X Link](https://x.com/Finsee_main/status/1960290378206109804) [@Finsee_main](/creator/x/Finsee_main) 2025-08-26T10:37Z 2397 followers, XXX engagements


"$SJM earnings: Smucker Beats Q1 on Coffee Strength but Tariff Cloud Darkens Full-Year Profit Outlook J.M. Smucker reported a solid Q1 that beat internal expectations driven by impressive pricing power in its coffee segment. The company raised its full-year sales and free cash flow guidance. However the decision to maintain its EPS guidance is a significant red flag for investors. This implies a bleaker margin outlook for the remainder of the year which management directly attributed to a doubling of the expected negative impact from U.S. tariffs. For the Bulls: The key positive is the coffee"  
[X Link](https://x.com/Finsee_main/status/1960664088192696775) [@Finsee_main](/creator/x/Finsee_main) 2025-08-27T11:22Z 2401 followers, XXX engagements


"$BURL earnings: Strong Q2 Beat & Raise Overshadows Cautious H2 Outlook Burlington delivered a very strong Q2 handily beating guidance on all key metrics and prompting a significant increase in full-year EPS guidance. The results were driven by impressive X% comparable store sales growth and substantial margin expansion demonstrating strong operational execution. Bulls will point to the massive earnings beat (Adjusted EPS of $XXXX vs. $1.20-$1.30 guide) and the significant raise to full-year EPS guidance as clear evidence that the Burlington XXX strategy is working effectively. The XXX basis"  
[X Link](https://x.com/Finsee_main/status/1961026143961620903) [@Finsee_main](/creator/x/Finsee_main) 2025-08-28T11:20Z 2397 followers, XXX engagements


"$ASO earnings: Academy Returns to Positive Comps Lifts Low-End of Guidance Academy delivered a solid quarter highlighted by a return to positive comparable sales for the first time since 2021. The performance was driven by strong eCommerce growth and successful strategic initiatives particularly the Nike and Jordan brand expansions. This positive momentum led management to raise the low end of their full-year guidance for sales and EPS signaling increased confidence. For the Bulls: The +0.2% comp is a significant inflection from last quarters -XXX% decline proving the companys strategy is"  
[X Link](https://x.com/Finsee_main/status/1962851013510955084) [@Finsee_main](/creator/x/Finsee_main) 2025-09-02T12:12Z 2401 followers, XXX engagements


"$CANG earnings: Transformation Complete but Accounting Noise Masks Operational Progress Cangos Q2 results mark the completion of its pivot to a pure-play Bitcoin miner. The company successfully scaled its hash rate as promised and divested its legacy China assets simplifying the story and providing significant cash. Operationally the business showed impressive underlying profitability with a massive jump in Adjusted EBITDA. However the headline numbers are messy. A huge non-cash impairment charge on mining equipment and a one-off loss from the China divestiture led to a staggering GAAP net"  
[X Link](https://x.com/Finsee_main/status/1963737840421917156) [@Finsee_main](/creator/x/Finsee_main) 2025-09-04T22:56Z 2401 followers, 1099 engagements


"$CASY earnings: Caseys Delivers Strong Q1 Beat Driven by Fuel Strength and Inside Sales Rebound Caseys started FY26 on a high note posting a significant beat on both the top and bottom lines. The performance was driven by an impressive fuel segment which saw both same-store gallons and margins exceed the top end of annual guidance. Crucially inside same-store sales re-accelerated to a strong +4.3% alleviating concerns after a softer FY25. While total operating expense growth of +14.6% was high it landed exactly within the mid-teens range management had guided to effectively de-risking a key"  
[X Link](https://x.com/Finsee_main/status/1965157685097365560) [@Finsee_main](/creator/x/Finsee_main) 2025-09-08T20:57Z 2401 followers, 1118 engagements


"$AMRK earnings: A-Mark Precious Metals (AMRK) Q4 FY25 Earnings Note Headline: Acquisition-Fueled Margin Expansion Drives Sharp Rebound But Underlying Volumes Remain a Concern A-Mark reported a dramatic sequential recovery in Q4 swinging back to profitability after a challenging Q3. The results showcase the immediate impact of its recent acquisitions (SGI Pinehurst AMS) which drove a XX% YoY increase in gross profit and a significant expansion in gross margin to 3.25%. This performance confirms that the temporary headwinds from Q3 like market backwardation have subsided. For the Bulls: The"  
[X Link](https://x.com/Finsee_main/status/1965514968390140117) [@Finsee_main](/creator/x/Finsee_main) 2025-09-09T20:37Z 2401 followers, XXX engagements


"$LAKE earnings and call: Record Revenue and Strong Rebound Clouded by Guidance Cut Lakeland reported a mixed but operationally strong quarter. Bulls will point to record revenue a significant acceleration in organic growth (14%) and a massive sequential rebound in margins and Adj. EBITDA proving Q1s weakness was a temporary issue. The long-awaited $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the"  
[X Link](https://x.com/Finsee_main/status/1965528663631561081) [@Finsee_main](/creator/x/Finsee_main) 2025-09-09T21:32Z 2400 followers, XXX engagements


"$GIS earnings: An As Expected Quarter of Investment But Pet Segment Weakness Lingers General Mills delivered a first quarter that was largely in line with its pre-communicated investment year strategy. Organic sales and adjusted profits declined as the company invested heavily in price to regain volume share and reaffirming full-year guidance provides a crucial anchor of stability. For the Bulls: Management is executing the plan they laid out. Reaffirming guidance in this environment is a significant positive. Early signs suggest the investments in North America Retail are working with the"  
[X Link](https://x.com/Finsee_main/status/1968273023212941694) [@Finsee_main](/creator/x/Finsee_main) 2025-09-17T11:17Z 2401 followers, 1011 engagements


"$FUL earnings: H.B. Fuller: Margin Execution Shines But Top-Line Remains a Challenge H.B. Fuller delivered a strong quarter on profitability showcasing excellent operational discipline. Adjusted EPS grew XX% year-over-year and adjusted EBITDA margin expanded significantly by XXX basis points to an impressive 19.1%. However this was achieved against a backdrop of declining revenue with both reported and organic sales contracting driven by lower volumes. Managements cautious tone and tightened guidance reflect the tough macroeconomic environment. What Bulls Liked: Strong Profitability: Adjusted"  
[X Link](https://x.com/Finsee_main/status/1970947890681164064) [@Finsee_main](/creator/x/Finsee_main) 2025-09-24T20:26Z 2397 followers, XXX engagements


"$PAYX earnings: Paychex: Solid Execution & Raised EPS Guidance Overshadows PEO Weakness Paychex reported a strong start to its fiscal year delivering Q1 results that met or exceeded its own guidance. The integration of Paycor is progressing well driving robust double-digit revenue growth and allowing management to raise its full-year adjusted EPS outlook. For the Bulls: The key positive is the raised EPS guidance (from 8.5-10.5% to 9-11% growth) signaling high confidence in synergy realization and profitability. Total revenue of XX% was at the high end of their forecast and early signs"  
[X Link](https://x.com/Finsee_main/status/1973007479689629749) [@Finsee_main](/creator/x/Finsee_main) 2025-09-30T12:50Z 2401 followers, XXX engagements


"$STZ earnings: Consumer Weakness Hits Volumes But Constellation Holds Firm on Full-Year Outlook The second quarter was undeniably challenging for Constellation Brands with results clearly showing the impact of a weakening consumer. Beer volumes declined driven by significant slowdowns in core brands Modelo and Corona and margins contracted. The bull case now rests entirely on managements credibility as they strongly reaffirmed full-year guidance which implies a significant and rapid recovery in the second half of the year. For the Bulls: Guidance Reaffirmed: Despite the tough quarter"  
[X Link](https://x.com/Finsee_main/status/1975295950466756880) [@Finsee_main](/creator/x/Finsee_main) 2025-10-06T20:23Z 2401 followers, 1105 engagements


"$MKC earnings: McCormick (MKC): Volume Story Intact but Margin Pressure Mounts Forcing Guidance Cut McCormick delivered its fifth consecutive quarter of volume-led growth a solid achievement in the current environment driven by strength in its Consumer segment. However this top-line momentum was overshadowed by significant margin pressure from rising commodity costs and new tariffs forcing management to lower its full-year profitability and EPS guidance. While the consumer demand story remains a clear positive for bulls the reversal in gross margin expansion and the downward revision to the"  
[X Link](https://x.com/Finsee_main/status/1975521856242196743) [@Finsee_main](/creator/x/Finsee_main) 2025-10-07T11:21Z 2401 followers, 2108 engagements


"$RGP earnings: RGP (RGP): Cost Discipline Shines Through Revenue Fog But Top-Line Turnaround Remains Elusive. RGP delivered mixed first-quarter results that highlight a clear divergence between strong operational execution and persistent top-line weakness. The company successfully managed costs beating guidance on gross margin and SG&A which led to a significant improvement in net loss year-over-year. However revenue continues to decline at a double-digit rate in its core US segments signaling that the difficult macro environment is still a major headwind. What Bulls Will Like: RGP is proving"  
[X Link](https://x.com/Finsee_main/status/1976025458895667484) [@Finsee_main](/creator/x/Finsee_main) 2025-10-08T20:42Z 2397 followers, XXX engagements


"$RGP added during the call: Guidance and Outlook Q2 Segment Trends: Management expects the Europe & Asia Pacific segment to maintain its strength with the potential to perform even better than in Q1. The On-Demand and Consulting segments are expected to see trends more or less the same as Q1. The performance of the Consulting segment is highly dependent on the timing of conversions for late-stage deals. Q2 YoY Decline: The high end of the Q2 revenue guidance ($120 million) implies a XX% year-over-year decline on a same-day constant currency basis. New Risk Factor: The company explicitly"  
[X Link](https://x.com/Finsee_main/status/1976044134021595178) [@Finsee_main](/creator/x/Finsee_main) 2025-10-08T21:56Z 2398 followers, XXX engagements


"$APLD earnings: APLD Secures Massive Financing & Fully Leases First AI Campus But Near-Term Profitability Suffers Applied Digitals quarter was defined by major strategic victories that significantly de-risk its long-term plan overshadowing weak near-term financials. The company fully leased its XXX MW Polaris Forge X campus to CoreWeave increasing the total contract value to an enormous $XX billion. More importantly it secured a massive $X billion preferred equity facility with Macquarie providing a clear funding path for its ambitions. The company has already broken ground on a second campus"  
[X Link](https://x.com/Finsee_main/status/1976382431621152855) [@Finsee_main](/creator/x/Finsee_main) 2025-10-09T20:21Z 2401 followers, 1603 engagements


"$FAST earnings: Fastenal: Strong Sales Continue but Margin Leverage and Digital Goals Soften Fastenal delivered another quarter of impressive top-line growth proving its ability to take market share in a sluggish industrial environment. Bulls will cheer the XXXX% sales growth expanding gross margins and a rebound in the critical fasteners category. However bears will point to a notable deceleration in incremental operating margin to just XX% a downward revision to the full-year digital sales goal and pricing that came in below prior commentary. The bull case still holds but the emerging"  
[X Link](https://x.com/Finsee_main/status/1977729908823433591) [@Finsee_main](/creator/x/Finsee_main) 2025-10-13T13:35Z 2401 followers, XXX engagements


"$RMCF added during the call: Financial & Capital Structure New Debt: The company took on $XXX million in new debt during the quarter ($1.2M term loan $0.6M incremental loan) to support working capital. Total debt outstanding is now $XXX million. Cash Burn Expectation: Management stated they do not expect to continue burning cash over the next XX months citing the historical seasonality where Q3 and Q4 are stronger. Acquisition Details: The company acquired the Camarillo CA store for $165000. That store generated $700000 in sales last year. Operations & Margin Headwinds/Tailwinds Cocoa Price"  
[X Link](https://x.com/Finsee_main/status/1978101616893981166) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T14:12Z 2401 followers, XXX engagements


"$ASML earnings: ASML: In-Line Quarter Sets Stage for a Blowout Q4 ASML reported a solid Q3 that met expectations but the real story is the exceptionally strong guidance for Q4. The company has effectively back-end loaded the year with a guided +26% sequential revenue jump that reaffirms strong underlying demand for leading-edge equipment. Solid bookings driven by EUV provide further confidence. The bull case is compelling in the near term. The massive Q4 ramp demonstrates robust customer spending likely fueled by AI-driven capacity needs in Logic and Memory. This largely overshadows the"  
[X Link](https://x.com/Finsee_main/status/1978386276995772847) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T09:03Z 2400 followers, XXX engagements


"$SYF earnings: Synchrony Financial: Credit Quality Shines and Capital Returns Accelerate Overshadowing Muted Growth Synchrony delivered a strong third quarter beating expectations on the back of excellent credit management. Lower net charge-offs and a reserve release significantly boosted earnings. The company is rewarding shareholders with a massive $XXX million in capital returns and a new $XXX billion buyback authorization. While the headline loan growth remains negative the return to positive purchase volume growth is an encouraging sign. The bear case centers on the continued pressure on"  
[X Link](https://x.com/Finsee_main/status/1978411319532441941) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T10:43Z 2401 followers, XXX engagements


"$PNC earnings: PNC: Strong Quarter Cautious Outlook and a Big Acquisition PNC delivered a powerful third quarter beating guidance on nearly every key metric with record revenue exceptional fee income growth and pristine credit quality. The bank continues to execute flawlessly on expense control generating another quarter of positive operating leverage. Bulls will celebrate the strong PPNR growth and the significant beat on net charge-offs. However bears will immediately point to the weak Q4 guidance which signals a sharp deceleration in revenue and the newly announced $XXX billion acquisition"  
[X Link](https://x.com/Finsee_main/status/1978422662830403713) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T11:28Z 2400 followers, XXX engagements


"$ABT earnings: Abbott: Medical Devices Continue to Carry the Load as Diagnostics Stabilizes Abbott delivered a solid third quarter meeting its earnings guidance and reaffirming its full-year outlook. The results reinforce the companys core narrative: the diversified model is working with exceptional strength in Medical Devices more than offsetting persistent known headwinds in the Diagnostics business. While the challenges in China are not yet resolved the powerful growth from products like Libre AVEIR and Navitor provides a strong foundation. For the Bulls: 🟢 Medical Devices continues its"  
[X Link](https://x.com/Finsee_main/status/1978431181499613239) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T12:02Z 2401 followers, XXX engagements


"$PLD earnings: Prologis Converts Leasing Pipeline into Record Signings Raises Guidance Again Prologis delivered a strong quarter confirming the water building behind the dam thesis from Q2 with record lease signings. The results were highlighted by another increase in full-year guidance for Core FFO Same-Store NOI and development activity. While rent growth decelerated it remains at very high levels and the company is making significant strides in its data center power strategy. The bull case is quite compelling this quarter underpinned by powerful execution and a very bullish forward-looking"  
[X Link](https://x.com/Finsee_main/status/1978436533066579975) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T12:23Z 2399 followers, XXX engagements


"$SYF added during the call: Quantification of Credit Loosening: Management plans to unwind prior credit tightening actions to add back about XX% of the previously restricted sales. This provides a specific target for the initial phase of loosening credit. The remaining XX% will be evaluated in coming quarters. New Account Growth is Strong: While average active accounts are down year-over-year new account originations were up XX% both sequentially and year-over-year. This is a positive leading indicator that could reverse the negative trend in active accounts. Drivers of Consumer Spending: The"  
[X Link](https://x.com/Finsee_main/status/1978460725380067749) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T13:59Z 2401 followers, XXX engagements


"$JBHT earnings: J.B. Hunt (JBHT): Cost Discipline Drives Strong Profit Growth Despite Tepid Revenue J.B. Hunt delivered a strong quarter on the bottom line with EPS growing XX% and operating income up 8%. This performance was driven almost entirely by the successful execution of its lower our cost to serve initiative which is clearly bearing fruit particularly in the core Intermodal segment. However the top-line story remains challenging. Overall revenue was flat masking a very mixed performance across segments. While Dedicated (DCS) remains resilient and Truckload (JBT) saw strong volume"  
[X Link](https://x.com/Finsee_main/status/1978553921145573790) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T20:09Z 2397 followers, XXX engagements


"$UAL earnings: UAL Beats and Raises Confident Outlook Suggests Turnaround is Gaining Altitude United Airlines reported a solid Q3 beating the high end of its earnings guidance driven by strong operational performance and continued growth in high-value revenue streams. Bulls will cheer the strong Q4 guidance which implies significant sequential earnings acceleration and a meaningful improvement in unit revenues confirming the demand inflection management signaled last quarter. The companys focus on brand-loyal customers and premium products appears to be building resilience. Bears may point to"  
[X Link](https://x.com/Finsee_main/status/1978556050220499151) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T20:18Z 2401 followers, XXX engagements


"$INFY earnings: Infosys Delivers Strong Growth and Raises Guidance Signaling Cautious Optimism Infosys reported a solid second quarter delivering its second consecutive period of strong sequential growth and raising the lower end of its full-year revenue guidance. This performance driven by AI-led deals and vendor consolidation signals growing confidence despite a mixed macro environment. Strong free cash flow generation and a new 18000 crore buyback further sweeten the results for investors. However challenges remain. A sequential slowdown in large deal TCV continued sluggishness in the key"  
[X Link](https://x.com/Finsee_main/status/1978786090241700227) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T11:32Z 2401 followers, 1067 engagements


"$KEY earnings: Strong NII momentum and credit quality drive another guidance raise. KeyCorp delivered a very strong third quarter beating expectations on the back of impressive Net Interest Income (NII) and Net Interest Margin (NIM) expansion. The bank is successfully executing its strategy of optimizing the balance sheet managing deposit costs down while repricing assets higher. Credit quality remains a standout positive with key metrics stable or improving allowing for a small reserve release. This solid performance prompted management to raise its full-year 2025 guidance for NII"  
[X Link](https://x.com/Finsee_main/status/1978786771224682846) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T11:35Z 2401 followers, XXX engagements


"$MAN earnings: ManpowerGroup: Return to Organic Growth Obscures Weakness in Key Markets ManpowerGroup finally delivered positive organic growth after XX straight quarters of decline a significant milestone that management has been working towards. The X% organic constant currency revenue growth beat their own guidance. However the details reveal a concerning picture: key growth drivers from the prior quarter specifically the US and the APME region have either slowed dramatically or reversed into decline. While cost controls are yielding results particularly in narrowing losses in Northern"  
[X Link](https://x.com/Finsee_main/status/1978793459528900785) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:01Z 2401 followers, XXX engagements


"$TRV earnings: Travelers (TRV): Lower Catastrophes Drive Strong Earnings Beat Profitability Shines Travelers reported an excellent third quarter significantly beating expectations on the bottom line driven by much lower catastrophe losses and continued strength in underlying underwriting margins and investment income. Core Return on Equity was an impressive 22.6%. The results underscore the companys strong execution and profitability focus. The bull case is compelling highlighted by a XX% jump in core EPS a nearly 6-point improvement in the consolidated combined ratio and a XX% after-tax"  
[X Link](https://x.com/Finsee_main/status/1978794852537037123) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:07Z 2400 followers, XXX engagements


"$SCHW earnings: Schwab Fires on All Cylinders Crushing Profitability and Accelerating Buybacks Charles Schwab reported a stellar third quarter with record revenue and earnings driven by powerful net new asset growth and significant margin expansion. The company made remarkable progress on its balance sheet priorities nearly eliminating high-cost supplemental funding. This operational strength combined with a confident outlook fueled a massive acceleration in capital returns signaling a clear shift from defense to offense. For the Bulls: Record adjusted EPS of $XXXX and revenue of $XXX billion"  
[X Link](https://x.com/Finsee_main/status/1978801167854452959) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:32Z 2397 followers, XXX engagements


"$SNA earnings: Snap-on: Legal Gain Masks Flat Core Earnings Amid Segment Divergence Snap-on reported a solid headline quarter with sales growth returning and EPS beating last years figure. However a significant one-time legal settlement of $XXXX per share accounted for the entire earnings beat suggesting underlying profitability was flat year-over-year. Bulls will champion the powerful acceleration in the Repair Systems & Information (RS&I) segment which posted stellar XXX% organic growth and the stabilization in the Commercial & Industrial (C&I) segment after last quarters sharp decline."  
[X Link](https://x.com/Finsee_main/status/1978804952106684765) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T12:47Z 2398 followers, XXX engagements


"$IBKR earnings: Interactive Brokers: Stellar Growth and Margin Expansion Overshadow Rate Headwinds Interactive Brokers delivered another exceptionally strong quarter with powerful growth in customer accounts equity and trading activity driving revenues and profits well above last years levels. The highlight was a massive expansion in pretax profit margins to a record XX% aided by lapping significant one-time expenses from last year. While the core business is firing on all cylinders a decline in Net Interest Margin (NIM) due to lower rates remains a point to watch. The bull case of"  
[X Link](https://x.com/Finsee_main/status/1978915974901301424) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T20:08Z 2401 followers, XXX engagements


"$CSX earnings: Goodwill Impairment and Cost Pressures Overshadow Solid Operations CSX reported a challenging quarter where strong operational execution was overshadowed by a significant non-cash impairment charge and persistent cost pressures. While the railroad is running well with key service metrics improving the financial results were disappointing. A large goodwill write-down on a past acquisition raises questions about capital allocation and core costs are rising faster than flattish revenue leading to significant margin compression. For the Bulls: 🟢 The railroad is performing"  
[X Link](https://x.com/Finsee_main/status/1978917741718573275) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T20:15Z 2401 followers, XXX engagements


"$CNS earnings: Cohen & Steers: Flow Inflection and Margin Expansion Signal a Turnaround Cohen & Steers delivered a strong quarter beating expectations on the bottom line and more importantly reversing last quarters net outflows. The return to positive flows (+233M vs. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by"  
[X Link](https://x.com/Finsee_main/status/1979078855110406331) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T06:55Z 2401 followers, XXX engagements


"$SLB earnings: SLB Navigates a Soft Quarter with ChampionX Masking Core Weakness SLBs third-quarter results present a mixed picture. While the headline numbers are bolstered by the first-time consolidation of ChampionX the underlying pro forma results reveal a business facing headwinds. The strategic pivot towards Digital and Production continues to pay off with Digital showing impressive growth. However overall market softness led to a sequential decline in the core business and a notable miss on margin guidance. For the Bulls: The integration of ChampionX is now a reality contributing"  
[X Link](https://x.com/Finsee_main/status/1979145608523923660) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T11:20Z 2401 followers, XXX engagements


"$ALV earnings: Autoliv: A Record Quarter Overshadowed Only by a Cautious Outlook Autoliv delivered a stellar Q3 beating internal expectations with record sales and profits for a third quarter. The bull case is strong: operational execution is excellent shareholder returns are accelerating and a new proactive strategy in China is taking shape with key partnerships. However the decision to maintain full-year guidance despite a significantly improved market outlook raises questions about underlying headwinds or managements conservatism. For the Bulls: A clean beat across the board driven by"  
[X Link](https://x.com/Finsee_main/status/1979147151809654918) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T11:27Z 2401 followers, XXX engagements


"$IBKR added during the call: Business Outlook & Growth Reversal on Account Growth Outlook: The Chairman who previously projected a deceleration in account growth directly reversed this view. He stated that the company has seen exactly the opposite of a slowdown and now expects the strong growth to continue. China Impact Clarified: Management noted the regulatory clampdown in China has had a non-material impact. While they now require mainland applicants to prove residence elsewhere they are still acquiring clients from the region albeit at a slower pace than before. Margin Loan Drivers: The"  
[X Link](https://x.com/Finsee_main/status/1979185009308373079) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T13:57Z 2401 followers, XXX engagements


"$SNA added during the call: Sequential Momentum: Management emphasized that Q3 sales grew sequentially over Q2 which is counter to normal seasonality. They view this as a key indicator of building momentum driven by the effective pivot to faster-payback items like diagnostics and air conditioning products not a pull-forward of sales from Q4. Specific Currency Headwinds: The negative impact of foreign exchange was quantified across the business: Consolidated Gross Margin: -XX bps Consolidated Operating Margin (ex-legal): -XX bps EPS Impact: -$0.01 per share RS&I Operating Margin: -XX bps Tools"  
[X Link](https://x.com/Finsee_main/status/1979191842970231022) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:24Z 2398 followers, XXX engagements


"$CNS added during the call: Guidance and Financials Full-Year Guidance Updated: Management provided revised full-year 2025 guidance: Compensation Ratio: Now expected to be XXXXX% a slight improvement from the previous guidance of 40.5%. G&A Growth: Now expected to be around X% year-over-year an increase from the prior 7-8% range driven by first-half spending on talent and the active ETF launch. Effective Tax Rate: Now expected to be XXXX% a slight improvement from the previous XXXX% guidance. Hiring and Margin Outlook: Some hiring has been pushed into 2026 which helped the current years"  
[X Link](https://x.com/Finsee_main/status/1979198436508401812) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:50Z 2401 followers, XXX engagements


"$MMC added during the call: The Thrive Program Financials: The companys new strategic program named Thrive is expected to generate approximately $XXX million in savings over the next three years. Costs: Achieving these savings will incur around $XXX million in charges primarily related to severance and transitioning work. Reinvestment: A portion of the savings will be reinvested into talent and technology (like AI) but the majority of the savings are expected to flow through to earnings and support future margin expansion. Execution: A significant portion of the savings will come from"  
[X Link](https://x.com/Finsee_main/status/1979200565021167775) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:59Z 2400 followers, XXX engagements


"$MAN added during the call: Frozen Labor Market: Management repeatedly characterized the current environment in North America and Europe as a frozen labor market with very little permanent hiring and simultaneously very few workforce reductions. This dynamic explains the concurrent weakness in both permanent placement/RPO and the outplacement (Right Management) business. Intra-Quarter Trends Showed Improvement: France: The revenue trend improved during Q3. The quarter averaged a -X% decline but the exit rate in September was better at -4%. Management expects this slightly improved rate of"  
[X Link](https://x.com/Finsee_main/status/1979202578492555646) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T15:07Z 2397 followers, XXX engagements


"$UAL added during the call: Strategic Outlook & Long-Term Financial Targets Annual Margin Improvement: Management explicitly stated a goal to add at least X point or more of margin each year normalized for macro events. Long-Term Margin Goal: The company is targeting low teen margins from its internal initiatives alone with an expectation to reach mid-teens margins as the industry continues to rationalize capacity. Loyalty Program Growth: A new major long-term target was introduced: to double the EBITDA from the MileagePlus loyalty program by the end of the decade. Free Cash Flow Conversion:"  
[X Link](https://x.com/Finsee_main/status/1979208301075190057) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T15:30Z 2401 followers, XXX engagements


"$TW earnings: Tradeweb reported a very strong Q2 beating expectations on the top and bottom lines with impressive broad-based growth. Revenue grew XXXX% YoY driven by standout performance in Money Markets (+131% on the back of the ICD acquisition) Equities (+50%) and continued strength in Rates (+26%). Adjusted EPS of $XXXX (+24% YoY) was also excellent. The key story is the successful execution of their strategy. The ICD acquisition is proving highly accretive and strategic initiatives discussed last quarter like launching portfolio trading for European government bonds have been delivered."  
[X Link](https://x.com/Finsee_main/status/1950524253608005969) [@Finsee_main](/creator/x/Finsee_main) 2025-07-30T11:49Z 2403 followers, XXX engagements


"$LEGN earnings: Legend Biotech Hits Adjusted Profitability Well Ahead of Schedule CARVYKTI Sales Surge XX% QoQ Legend Biotech reported a stellar second quarter marked by impressive CARVYKTI sales growth and most notably the early achievement of adjusted profitability. CARVYKTI sales of $XXX million grew XX% sequentially handily beating the modest growth expectations set on the last call. This performance coupled with disciplined spending led to a surprise adjusted net income of $XXXX million a significant milestone that strongly supports the companys path to full profitability in 2026. For"  
[X Link](https://x.com/Finsee_main/status/1954872067205001384) [@Finsee_main](/creator/x/Finsee_main) 2025-08-11T11:46Z 2402 followers, XXX engagements


"$CDXS earnings and call: Strong ECO Synthesis Momentum Forces Strategic Rethink Codexis delivered a strong quarter beating on revenue and significantly narrowing its net loss driven by a rebound in the core Pharma Biocatalysis business. However the main story is the overwhelming demand for the ECO Synthesis platform with customer engagements more than doubling since the start of the year. This momentum is so strong that management is now publicly questioning its prior goal of reaching cash-flow breakeven by 2026 suggesting that investing more heavily in in-house GMP manufacturing to capture a"  
[X Link](https://x.com/Finsee_main/status/1955749633826943214) [@Finsee_main](/creator/x/Finsee_main) 2025-08-13T21:53Z 2402 followers, 4567 engagements


"$FUFU earnings: BitFuFu: Cloud Mining Strength & Bitcoin Rally Drive Impressive Profit Swing BitFuFu reported a very strong second quarter marking a significant turnaround from Q1s loss. The headline numbers are impressive driven by surging cloud mining demand and a substantial unrealized gain on their Bitcoin holdings. While the self-mining division continues to struggle under the weight of the 2024 halving event the companys strategic pivot to cloud services and operational execution are clearly paying off. For the Bulls: The growth story is compelling. Total managed hashrate grew an"  
[X Link](https://x.com/Finsee_main/status/1956301691055185976) [@Finsee_main](/creator/x/Finsee_main) 2025-08-15T10:27Z 2402 followers, 1609 engagements


"$ZTO earnings: ZTO Cuts Guidance Amidst Fierce Competition Offers Dividend as Consolation ZTOs second-quarter results paint a challenging picture. While the company continues to execute well on cost control the white-hot price war is taking a heavy toll forcing a significant cut to full-year volume guidance and causing a severe contraction in profitability. The bear case is compelling as shrinking margins and a lowered growth outlook overshadow operational efficiencies. Bulls will cling to the newly announced dividend as a sign of capital discipline and the continued strength in the"  
[X Link](https://x.com/Finsee_main/status/1957941858056765490) [@Finsee_main](/creator/x/Finsee_main) 2025-08-19T23:04Z 2402 followers, XXX engagements


"$SAIL earnings: SailPoint Delivers a Strong Beat-and-Raise Quarter Showcasing Impressive Profitability SailPoint reported excellent Q2 results exceeding its guidance on all key metrics and raising its full-year outlook. The quarter was highlighted by strong ARR growth and a massive beat on operating margin demonstrating significant operating leverage. Bulls will point to the robust XX% ARR growth impressive XX% SaaS ARR growth and a nearly 1000 basis point YoY improvement in adjusted operating margin. The company is successfully navigating its SaaS transition while delivering increasing"  
[X Link](https://x.com/Finsee_main/status/1965380371765211409) [@Finsee_main](/creator/x/Finsee_main) 2025-09-09T11:42Z 2402 followers, 1237 engagements


"$FBK earnings: FBK Delivers Strong Post-Merger Quarter Driven by Impressive Margin Expansion FB Financial (FBK) reported a very strong third quarter demonstrating impressive execution on its merger with Southern States Bancshares (SSBK). The results handily beat expectations driven by significant Net Interest Margin (NIM) expansion and strong operating leverage. Credit quality remains benign and the capital position is robust even with the completion of a large acquisition and continued share repurchases. For the Bulls: The merger integration is a clear success completed ahead of schedule"  
[X Link](https://x.com/Finsee_main/status/1978059847389102266) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T11:26Z 2402 followers, XXX engagements


"$FBK added during the call: Guidance & Outlook: Net Interest Margin (NIM): The new guidance for Q4 2025 and into 2026 is XXXX% to XXXX% including purchase accounting accretion. The company has modeled two Fed rate cuts before year-end 2026 in this forecast. The SSBK merger is estimated to have a positive core impact on NIM of X to X basis points. Loan Growth: Management reaffirmed its long-term target of high-single-digit to low-double-digit growth for 2026. Loan pipelines are reportedly as strong as they have been in the last two years. The main governor on loan growth is expected to be core"  
[X Link](https://x.com/Finsee_main/status/1978100441800987026) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T14:07Z 2402 followers, XXX engagements


"$FHN earnings: Strong NII and Credit Quality Overshadow Expense Jump First Horizon delivered a strong third quarter beating expectations with impressive Net Interest Income (NII) growth and continued pristine credit quality. The XX basis point expansion in Net Interest Margin (NIM) was a standout positive driven by higher loan yields and well-managed funding costs. The company also significantly ramped up share buybacks signaling confidence and a commitment to capital return. What bulls will like: The core earnings power looks robust. Strong NII growth significant NIM expansion and a"  
[X Link](https://x.com/Finsee_main/status/1978425098861232287) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T11:37Z 2402 followers, 1099 engagements


"$FHN added during the call: Guidance and Outlook CET1 Ratio Target Lowered: Management updated its near-term CET1 target to XXXXX% down from the previous XXXX% target. This change was made after completing the annual stress testing process and provides more flexibility for capital deployment. Expense Guidance Clarified: While the full-year expense guidance range was maintained management now expects expenses to finish at the top end of the Flat - Up X% range. Revenue Guidance Clarified: Management expects to finish 2025 towards the higher end of the Flat - Up X% revenue range contingent on"  
[X Link](https://x.com/Finsee_main/status/1978478928500085063) [@Finsee_main](/creator/x/Finsee_main) 2025-10-15T15:11Z 2402 followers, XXX engagements


"$HWC added during the call: Drivers of Slow Loan Growth Detailed: Management provided specific reasons for the slower net loan growth despite strong production ($1B for the quarter): Line Utilization: A $XX million reduction was attributed almost entirely to industrial contractor projects completing ahead of schedule. Client M&A: Paydowns from core clients being acquired by larger organizations were the biggest factor accounting for well in excess of $XXX million in loan reductions. SNCs: Shared National Credits (SNCs) were paid down by $XXX million bringing the portfolio concentration down"  
[X Link](https://x.com/Finsee_main/status/1978714211397075385) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T06:46Z 2402 followers, XXX engagements


"$AXP earnings: American Express: Strong Beat and Raise Driven by Accelerating Spend and Fee Growth American Express delivered a powerful quarter exceeding expectations and raising its full-year guidance. The results showcase broad-based strength with accelerating card member spending and continued momentum in high-margin card fees. The early results from the crucial U.S. Platinum card refresh are very encouraging suggesting their core strategic initiative is paying off. For the bulls: The story is straightforward and compelling. Top-line growth accelerated to XX% EPS grew XX% and management"  
[X Link](https://x.com/Finsee_main/status/1979144270830538911) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T11:15Z 2402 followers, XXX engagements


"$ALV added during the call: Guidance and Outlook Rationale for Unchanged Organic Sales Guidance: Management explained that the stronger LVP forecast (up XXX% vs. down XXX% previously) did not translate to higher sales guidance for three reasons:A significant portion of the LVP revision was for past quarters (H1 2025) where Autolivs sales were already booked. The negative regional and customer mix is now expected to be a X percentage point headwind for the full year worse than previously anticipated. Some new product launches particularly in China have been slightly delayed. Q4 2025 Headwinds"  
[X Link](https://x.com/Finsee_main/status/1979176429548863751) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T13:23Z 2402 followers, XXX engagements


"$AXP added during the call: Platinum Refresh - Financial Nuances: Expense Pacing: Management clarified that the step-up in Card Member Services expense will be immediate and more linear than the revenue impact. The costs of benefits are recognized as they are earned (many are quarterly) while the increased card fees are recognized over XX months after a members renewal date. This creates a near-term margin pressure that was fully anticipated in their guidance. Long-Term EPS: Despite the near-term expense/revenue timing mismatch from the refresh management reaffirmed this does not impact their"  
[X Link](https://x.com/Finsee_main/status/1979177312764526986) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T13:26Z 2402 followers, XXX engagements


"$CSX added during the call: New CEOs Vision & Strategy M&A Philosophy: New CEO Steve Angel stated he is patient regarding large-scale M&A drawing on his experience at Praxair before the Linde merger. His focus is on running the business exceptionally well to create a position of strength for any future strategic discussions. He explicitly stated CSX will present our case to regulators regarding what it needs to be competitive in response to competitor mergers. Best-in-Class Definition: The CEOs goal of best-in-class performance explicitly includes financial metrics like operating margins and"  
[X Link](https://x.com/Finsee_main/status/1979182159798939903) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T13:46Z 2402 followers, XXX engagements


"$SLB added during the call: Detailed Q3 Revenue Bridge: Management broke down the sequential revenue change from Q2 to Q3.Inflows: +$579 million from two months of ChampionX. Outflows: -$100 million from the pipeline disruption in Ecuador and -$100 million from the absence of revenue from the divested Palliser project. Net Impact: This implies the underlying legacy business was essentially flat sequentially which is a key clarification. Detailed Q3 Margin Bridge: The XX bps sequential decline in adjusted EBITDA margin was explained. -XX bps from the Ecuador pipeline disruption. -XX bps from"  
[X Link](https://x.com/Finsee_main/status/1979197774261366907) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:48Z 2402 followers, XXX engagements


"$TRV added during the call: Guidance & Outlook Net Investment Income (NII): Q4 2025 Guidance Raised: Management now expects after-tax NII of approximately $XXX million for the fourth quarter an increase from the previous guidance of $XXX million. New 2026 NII Guidance: For the full year 2026 the company expects after-tax NII of more than $XXX billion. This is projected to start around $XXX million in Q1 and grow sequentially to around $XXX million by Q4 2026. The current spread between new money rates and the embedded portfolio yield is approximately 70-75 basis points. Expense Ratio: New"  
[X Link](https://x.com/Finsee_main/status/1979199621931868442) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T14:55Z 2402 followers, XXX engagements


"$KEY added during the call: Financial Targets Guidance & Outlook Share Repurchases: Management is moving from crawl to walk on buybacks. They plan to repurchase approximately $XXX million of common stock in Q4 2025. They characterized this amount as likely being the low level for future quarters. Path to 15%+ ROTCE: The medium-term target is based on a low risk plan. About half of the required XX bps of NIM expansion is mechanical from fixed-asset and swap repricing with the other half coming from business execution. Management noted their long-term ROTCE goal remains XX% to 19%. Capital"  
[X Link](https://x.com/Finsee_main/status/1979205099755896876) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T15:17Z 2403 followers, XXX engagements


"$ALRM earnings: Alarm. com (ALRM): Solid Beat and Raise Driven by Core SaaS Strength Alarm. com reported a solid Q2 beating its own guidance and raising the full-year outlook for revenue and profitability. The results show consistent execution with X% SaaS revenue growth and expanding EBITDA margins. For bulls the narrative is straightforward: the company continues to deliver steady growth and increasing profitability with new product innovations like AI-powered video analytics for commercial clients signaling future value. The beat and raise reinforces confidence in managements execution."  
[X Link](https://x.com/Finsee_main/status/1953558769494790547) [@Finsee_main](/creator/x/Finsee_main) 2025-08-07T20:48Z 2403 followers, XXX engagements


"$FDS earnings: FactSet Ends FY25 on a Strong Note Guides Cautiously for FY26 FactSet reported a solid end to its fiscal year with accelerating organic ASV growth and results that met or exceeded the high end of its guidance. However the initial guidance for fiscal 2026 suggests a deceleration in revenue growth and further contraction in adjusted operating margins pointing to continued investment pressure and a potentially more challenging environment ahead. Bull Case: Bulls will highlight the strong execution in Q4 with Organic ASV growth accelerating to XXX% YoY the highest level in recent"  
[X Link](https://x.com/Finsee_main/status/1968637769321750927) [@Finsee_main](/creator/x/Finsee_main) 2025-09-18T11:26Z 2402 followers, 2239 engagements


"$WOR earnings: Worthington Enterprises (WOR): Building Products Powers Strong Start to FY26 Worthington kicked off its fiscal year with a robust quarter significantly outperforming on both the top and bottom lines. The strength was almost entirely driven by the Building Products segment which benefited from strong volume growth and the recent acquisition of Elgen. While this performance is impressive the Consumer Products segment showed signs of weakness with flat sales and compressed margins reflecting the challenging macro environment mentioned on the last call. For the Bulls: The massive"  
[X Link](https://x.com/Finsee_main/status/1970590363137065392) [@Finsee_main](/creator/x/Finsee_main) 2025-09-23T20:45Z 2403 followers, XXX engagements


"$BYRN earnings: Byrna Technologies (BYRN): Solid Growth & Retail Expansion Offset by Margin Pressure and Cash Burn Byrna delivered a strong quarter of top-line growth successfully expanding its retail footprint and validating its new marketing strategy. However this growth came at a cost to gross margins and more critically the companys cash position. While managements confidence is high reflected in the reaffirmed full-year guidance investors will be keenly focused on execution profitability and cash flow generation in the crucial upcoming holiday quarter. The Bull Case: Revenue grew a"  
[X Link](https://x.com/Finsee_main/status/1976258843945390381) [@Finsee_main](/creator/x/Finsee_main) 2025-10-09T12:10Z 2403 followers, 1725 engagements


"$KARO earnings: Karooooo Accelerates Subscription Revenue Reaffirms Full-Year Outlook Karooooo reported a solid quarter with the key highlight being an acceleration in subscription revenue growth to 20%. The company reaffirmed its full-year guidance signaling confidence in its strategy. However the bull case is tempered by a noticeable slowdown in net subscriber additions and a sharp decline in free cash flow which are likely to be key points of focus for investors. For the Bulls: The acceleration in high-margin subscription revenue and SaaS ARR to XX% is a clear positive showing that"  
[X Link](https://x.com/Finsee_main/status/1978197721866813909) [@Finsee_main](/creator/x/Finsee_main) 2025-10-14T20:34Z 2402 followers, XXX engagements


"$MMC earnings: Solid Quarter Driven by Consulting; Major Strategic Rebrand Announced Marsh McLennan (MMC) reported a solid quarter with results tracking expectations. Strong bottom-line execution and an acceleration in the Consulting segment offset a slight slowdown in the larger Risk & Insurance Services business. The big news however was the announcement of a major strategic shift: the company will rebrand as Marsh in 2026 and a new Business and Client Services (BCS) unit will be created to drive efficiency and centralize investments in AI and data analytics. For the Bulls: Adjusted EPS"  
[X Link](https://x.com/Finsee_main/status/1978791787323089318) [@Finsee_main](/creator/x/Finsee_main) 2025-10-16T11:55Z 2405 followers, 1236 engagements


"$ALLY earnings: Ally Financial (ALLY): Margin and Credit Strength Pave the Way for Capital Return Questions Ally delivered a very strong quarter handily beating expectations on the back of impressive Net Interest Margin (NIM) expansion and continued credit quality improvement. The results show that the companys focused strategy is paying off with core franchises demonstrating significant momentum. Bulls will point to the XX bps sequential jump in NIM (ex-OID) to XXXX% the improved full-year guidance for charge-offs and a CET1 ratio that has now crossed the XX% mark. Bears may note the slight"  
[X Link](https://x.com/Finsee_main/status/1979148932656828621) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T11:34Z 2403 followers, 1195 engagements


"$LBRT added during the call: Power Business & Strategy Pipeline and Contracts: The sales pipeline for power services has more than doubled in the last XX days with a meaningful increase in customer urgency. Liberty has letters of intent (LOIs) and contract term sheets out with potential customers representing more than a few gigawatts of power capacity needs. The customer mix is skewing more heavily toward data centers than originally anticipated. Contracts are being structured for very long durations typically 15+ years. Financial Strategy & Returns: The primary funding strategy for large"  
[X Link](https://x.com/Finsee_main/status/1979222631195856954) [@Finsee_main](/creator/x/Finsee_main) 2025-10-17T16:27Z 2402 followers, XXX engagements