Dark | Light
# ![@MartyChargin Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::58652546.png) @MartyChargin Marty Chargin

Marty Chargin posts on X about beats by, rose, stocks, share the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::58652546/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::58652546/c:line/m:interactions.svg)

- [--] Week [-------] +51%
- [--] Month [---------] +61%
- [--] Months [---------] -26%
- [--] Year [----------] -8%

### Mentions: [---] [#](/creator/twitter::58652546/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::58652546/c:line/m:posts_active.svg)

- [--] Week [---] -20%
- [--] Month [-----] +32%
- [--] Months [-----] +1.20%
- [--] Year [-----] +23%

### Followers: [------] [#](/creator/twitter::58652546/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::58652546/c:line/m:followers.svg)

- [--] Week [------] +0.19%
- [--] Month [------] +0.75%
- [--] Months [------] +5.70%
- [--] Year [------] +14%

### CreatorRank: [-------] [#](/creator/twitter::58652546/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::58652546/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #6154 [finance](/list/finance)  20.6% [cryptocurrencies](/list/cryptocurrencies)  10.3% [technology brands](/list/technology-brands)  6.18% [countries](/list/countries)  2.25% [exchanges](/list/exchanges)  #4681 [currencies](/list/currencies)  0.75% [automotive brands](/list/automotive-brands)  0.75% [social networks](/list/social-networks)  0.75% [travel destinations](/list/travel-destinations)  0.75%

**Social topic influence**
[beats by](/topic/beats-by) #51, [rose](/topic/rose) #759, [stocks](/topic/stocks) #1127, [share](/topic/share) 7.3%, [$mu](/topic/$mu) #25, [$be](/topic/$be) 3.18%, [top performing](/topic/top-performing) #5, [$sndk](/topic/$sndk) #19, [up to](/topic/up-to) 2.62%, [$bros](/topic/$bros) #51

**Top accounts mentioned or mentioned by**
[@malibuinvest](/creator/undefined) [@gmorton512](/creator/undefined) [@venkatp1359](/creator/undefined) [@andyfanter](/creator/undefined) [@dullesparis](/creator/undefined) [@crismo999](/creator/undefined) [@ballerdk22](/creator/undefined) [@chung55](/creator/undefined) [@pat1hash8368](/creator/undefined) [@floridatrader2](/creator/undefined) [@pisani777](/creator/undefined) [@sp3cul8r](/creator/undefined) [@epictrades1](/creator/undefined) [@smartertrader](/creator/undefined) [@sergiustrading](/creator/undefined) [@baconbuttyman](/creator/undefined) [@vwap88](/creator/undefined) [@newsfromwsb](/creator/undefined) [@runkmcc](/creator/undefined) [@patchangel2](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [Bloom Energy Corporation (BE)](/topic/$be) [Sandisk Corporation (SNDK)](/topic/$sndk) [Dutch Bros, Inc. (BROS)](/topic/$bros) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Immunome, Inc. (IMNM)](/topic/$imnm) [Coherent Inc (COHR)](/topic/$cohr) [Medline Inc. (MDLN)](/topic/$mdln) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Ciena Corporation (CIEN)](/topic/$cien) [American Eagle Outfitters (AEO)](/topic/$aeo) [Brinker International, Inc. (EAT)](/topic/$eat) [Amphenol Corporation (APH)](/topic/$aph) [Fastly, Inc. (FSLY)](/topic/$fsly) [aelf (ELF)](/topic/$elf) [GE Vernova Inc. (GEV)](/topic/$gev) [Karman Holdings Inc (KRMN)](/topic/$krmn) [Viavi Solutions Inc. Common Stock (VIAV)](/topic/$viav) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [Crocs, Inc. (CROX)](/topic/$crox) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Western Digital Corp (WDC)](/topic/$wdc) [CatCoin (CAT)](/topic/$cat) [PancakeSwap (CAKE)](/topic/$cake) [Stacks (STX)](/topic/$stx) [AngloGold Ashanti Limited (AU)](/topic/$au) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Tidewater, Inc. (TDW)](/topic/$tdw) [Cisco Systems Inc (CSCO)](/topic/$csco) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Validity (VAL)](/topic/$val) [AppLovin Corporation (APP)](/topic/$app) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Coldstack (CLS)](/topic/$cls) [Sanmina  Corp (SANM)](/topic/$sanm) [Hasbro, Inc. (HAS)](/topic/$has) [General Electric Company (GE)](/topic/$ge) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Nextracker Inc. (NXT)](/topic/$nxt) [Weatherford International plc Ordinary Shares (WFRD)](/topic/$wfrd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AEO . The daily American Eagle post. hey. at least it is not crashing like some others"  
[X Link](https://x.com/MartyChargin/status/2019426805342695501)  2026-02-05T15:04Z 49.7K followers, [----] engagements


"$WLDN . Willdan Group (WLDN) has been selected by the City of San Diego to implement a $112 million energy savings performance contract. This contract supports energy and water efficiency across [--] city facilities decarbonizes [--] of those facilities and upgrades [-----] city-owned streetlight fixtures. The resulting projects will include electrification measures battery energy storage systems electrification for HVAC and water heating systems and solar infrastructure. https://twitter.com/i/web/status/2021954844823884264 https://twitter.com/i/web/status/2021954844823884264"  
[X Link](https://x.com/MartyChargin/status/2021954844823884264)  2026-02-12T14:29Z 49.7K followers, [----] engagements


"$WDC $SNDK . Sandisk is a recent spinoff from Western Digital. on the "watch list".for now"  
[X Link](https://x.com/MartyChargin/status/1899246070594773166)  2025-03-10T23:48Z 49.6K followers, [----] engagements


"$MNTN $GLXY . These two"  
[X Link](https://x.com/MartyChargin/status/1946037354332074019)  2025-07-18T02:40Z 49.6K followers, [----] engagements


"$IONS Ionis Pharma announces positive topline results from the pivotal Phase [--] CORE and CORE2 studies of olezarsen in people with severe hypertriglyceridemia. Up to 72% (p0.0001) placebo-adjusted mean reduction in fasting triglycerides.85% (p=0.0002) reduction in acute pancreatitis events the first and only time achieved for the treatment of sHTG.Favorable safety and tolerability profile.sNDA submission planned by end of year. https://twitter.com/i/web/status/1962858378931408914 https://twitter.com/i/web/status/1962858378931408914"  
[X Link](https://x.com/MartyChargin/status/1962858378931408914)  2025-09-02T12:41Z 49.7K followers, [----] engagements


"$VLO $EQT $DK $IMO . Some of the oil and gas stocks are starting to heat up and look pretty decent"  
[X Link](https://x.com/MartyChargin/status/1987146324949803254)  2025-11-08T13:12Z 49.7K followers, [----] engagements


"$SBLK $DAC $SHIP $DSX . Its shipping time"  
[X Link](https://x.com/MartyChargin/status/1996301756972855712)  2025-12-03T19:33Z 49.6K followers, [----] engagements


"$DAC $SBLK $SHIP $CMRE $NMM . Geez . I wonder why shipping stocks are doing so well"  
[X Link](https://x.com/MartyChargin/status/1996402517819953545)  2025-12-04T02:13Z 49.6K followers, [----] engagements


"$IMNM $STOK $EWTX $NKTR . A few biotech/drug stocks of interest. I am long one.bout to long another one or two soon"  
[X Link](https://x.com/MartyChargin/status/2000214319825391987)  2025-12-14T14:40Z 49.7K followers, [----] engagements


"$JBL . Reports Q1 (Nov) earnings of $2.85 per share excluding non-recurring items $0.15 better than the FactSet Consensus of $2.70; revenues rose 18.7% year/year to $8.31 bln vs the $8.03 bln FactSet Consensus. Co issues in-line guidance for Q2 (Feb) sees EPS of $2.27-2.67 excluding non-recurring items vs. $2.39 FactSet Consensus; sees Q2 revs of $7.50-8.00 bln vs. $7.52 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $11.55 excluding non-recurring items vs. $11.07 FactSet Consensus; sees FY26 revs of $32.40 bln vs. $31.42 bln FactSet Consensus."Fiscal [----] is off to an"  
[X Link](https://x.com/MartyChargin/status/2001274775285780673)  2025-12-17T12:54Z 49.7K followers, [----] engagements


"$ZETA . Today at CES [----] Zeta Global (NYSE:ZETA) the AI Marketing Cloud announced a strategic collaboration with OpenAI to power the conversational intelligence and agentic applications behind Athena by Zeta its superintelligent agent built for enterprise marketing. OpenAI models will support Athena's next phase of development enabling more intuitive and intelligent experiences for enterprise marketers. Zeta also expanded beta access to Athena meeting strong demand from enterprises seeking answer-driven marketing at scale. First introduced at Zeta Live Athena adapts to each user's goals and"  
[X Link](https://x.com/MartyChargin/status/2008288677034934350)  2026-01-05T21:25Z 49.6K followers, [----] engagements


"$CAT $RH $ELF $KMX . There may be some folks speculating on a SCOTUS tariff ruling soon"  
[X Link](https://x.com/MartyChargin/status/2009313976665166318)  2026-01-08T17:19Z 49.7K followers, [----] engagements


"$SG . what are we calling this . Perhaps the . HHS Trade"😂🤣🤣😂📈"  
[X Link](https://x.com/MartyChargin/status/2009326918672535854)  2026-01-08T18:10Z 49.7K followers, [----] engagements


"$INSM . Insmed (INSM) reported preliminary [----] revenue Friday of $606.4 million up 67% year over year. Analysts polled by FactSet expect $518 million. US revenue for the year grew 78% to $453 million while international sales jumped 41% to $153.5 million according to Insmed. The company said it will report final Q4 and [----] financial results in February. https://twitter.com/i/web/status/2009627286879039716 https://twitter.com/i/web/status/2009627286879039716"  
[X Link](https://x.com/MartyChargin/status/2009627286879039716)  2026-01-09T14:04Z 49.6K followers, [----] engagements


"$BJRI $EAT $CAKE $BROS . The retail restaurant group is starting to show some signs of life. who likes cake"  
[X Link](https://x.com/MartyChargin/status/2010342002865639430)  2026-01-11T13:24Z 49.6K followers, [----] engagements


"$DIN $EAT $CAKE . Dine and. then eat cake Not a bad idea👍👍. the retail restaurant group is showing strength"  
[X Link](https://x.com/MartyChargin/status/2010793410274476225)  2026-01-12T19:18Z 49.6K followers, [----] engagements


"$FTAI . surfing stock"  
[X Link](https://x.com/MartyChargin/status/2011132808912388241)  2026-01-13T17:46Z 49.6K followers, [----] engagements


"$TTMI . TTM Tech discloses comments made at conference - "will double our earnings from '25 to '27." (93.24) During the public webcast of the fireside chat in response to the mediator's question to Dr. Roks regarding what has stood out to him the most from a technology standpoint since he joined the Company the answer disclosed by Dr. Roks included the following projections and forward-looking statements: "I can disclose here that over the coming three years every year we will grow between [--] and [--] percent topline. And we will double our earnings from '25 to '27.""  
[X Link](https://x.com/MartyChargin/status/2011400193288306738)  2026-01-14T11:29Z 49.6K followers, [----] engagements


"$MU . Cantor Fitzgerald Adjusts PT on Micron Technology to $450 From $350 Maintains Overweight Rating"  
[X Link](https://x.com/MartyChargin/status/2011408390870966287)  2026-01-14T12:01Z 49.6K followers, [----] engagements


"$STX . Seagate Tech: Bernstein flags Seagate as a top long-term storage pick citing HAMR leadership and a widening margin advantage over Western Digital(318.44) Analyst Mark Newman highlighted "In addition to SanDisk as our pick in memory Seagate is our long-term pick in storage. Among NAND DRAM and HDD segments HDD has the lowest risk of capacity additions which is supportive for longer term pricing and profitability. In highly concentrated markets such as HDD incremental capacity additions tend to be disciplined: with few competitors suppliers are more inclined to prioritize profitability"  
[X Link](https://x.com/MartyChargin/status/2011425701069738147)  2026-01-14T13:10Z 49.6K followers, [----] engagements


"$AU . This stock is pure gold📈🪙. now trading at the psychological $100 level. is Mutombo around today Or. will it trade though $100 like poop through a goose"  
[X Link](https://x.com/MartyChargin/status/2011448090461700552)  2026-01-14T14:39Z 49.6K followers, [----] engagements


"$ALMS . James B. Tananbaum 10% Owner Director on January [--] [----] executed a purchase for [------] shares in Alumis (ALMS) for $6999988. Following the Form [--] filing with the SEC Tananbaum has control over a total of [--------] common shares of the company with [--------] controlled indirectly. https://twitter.com/i/web/status/2011454257711726812 https://twitter.com/i/web/status/2011454257711726812"  
[X Link](https://x.com/MartyChargin/status/2011454257711726812)  2026-01-14T15:04Z 49.6K followers, [----] engagements


"$ISRG . Intuitive Surgical raises Q4 guidance but stock stumbles as investors weigh growth decline (ISRG) Intuitive Surgical (ISRG) raised its Q4 revenue guidance ahead of its presentation at the J.P. Morgan Healthcare Conference forecasting approximately $2.866 bln up from its previous estimate of $2.72 bln. However the stock is trading sharply lower as the updated figures signal a deceleration in growth that appears to have fallen short of high-end investor expectations. The updated guidance translates into solid year-over-year revenue growth of 18.8% though this represents a notable"  
[X Link](https://x.com/MartyChargin/status/2011480954611908720)  2026-01-14T16:50Z 49.7K followers, [----] engagements


"$PEN . Boston Scientific (BSX) said Thursday it has agreed to acquire Penumbra (PEN) in a cash and stock deal for an enterprise value of $14.5 billion. Under the agreement Penumbra stockholders can receive either $374 in cash or [------] Boston Scientific shares subject to proration. The total transaction is expected to be paid around 73% in cash and about 27% in shares Boston Scientific said. Adam Elsesser Penumbra's chairman and chief executive officer has elected to receive Boston Scientific shares for his Penumbra shares the company added. Boston Scientific said it plans to finance the"  
[X Link](https://x.com/MartyChargin/status/2011786820221018191)  2026-01-15T13:05Z 49.7K followers, [----] engagements


"$TTMI . Yo. Mr. $100.00 level. I am back.and gonna knock you down😂🤣💯"  
[X Link](https://x.com/MartyChargin/status/2011809901006278756)  2026-01-15T14:37Z 49.6K followers, [----] engagements


"$ENTG . This semiconductor equipment stock making a nice move with volume. one that shall not be ignored"  
[X Link](https://x.com/MartyChargin/status/2011876618302861455)  2026-01-15T19:02Z 49.7K followers, [----] engagements


"@gmorton512 @IBD_ECarson $MDLN . Yo Greg . Yeah. I could not count all of the coverage as I ran out of fingers and toes😂🤣. I am glad that you are a stickler for the details. I may take a swing at that one.It may be a home run"  
[X Link](https://x.com/MartyChargin/status/2012153145229807753)  2026-01-16T13:21Z 49.7K followers, [---] engagements


"$CCJ $APH $ALAB $IREN . We had quite a few winning stocks at last week. These are just four of them. We also had a loser in Eli Lilly and that is just trading. Check us out with a 25% off offer this week. http://mcstockcharts.com http://mcstockcharts.com"  
[X Link](https://x.com/MartyChargin/status/2012515860481507614)  2026-01-17T13:22Z 49.6K followers, [----] engagements


"@VenkatP1359 $IREN $APH $TTMI . Yo Venkat. those are three good stocks you have there. I may own a few of those myself. $IREN dropped to $33 recently.now $57. moves fast but not too wild"  
[X Link](https://x.com/MartyChargin/status/2012527829179908129)  2026-01-17T14:10Z 49.6K followers, [---] engagements


"@VenkatP1359 $TTMI $CLS $SANM . Yo Venkat . I like all three👍👍📈📈📈 A nice breakout last week on TTM Technologies. Sola Brothers not gonna be denied"  
[X Link](https://x.com/MartyChargin/status/2012545995423265001)  2026-01-17T15:22Z 49.6K followers, [---] engagements


"$SNDK $FIGR . There is at least one stock that is outperforming Sandisk in [----]. Go Figure"  
[X Link](https://x.com/MartyChargin/status/2012593947584209026)  2026-01-17T18:32Z 49.6K followers, [----] engagements


"$SANM $TTMI $CLS $JBL . This is another strong group. better know their earnings dates these days"  
[X Link](https://x.com/MartyChargin/status/2012899730305560745)  2026-01-18T14:47Z 49.7K followers, [----] engagements


"$BE $GEV $FLNC $CEG . The alternative energy group. quite the divergence for Constellation"  
[X Link](https://x.com/MartyChargin/status/2012900273459483045)  2026-01-18T14:49Z 49.7K followers, [----] engagements


"$DHI . DHI D.R. Horton Q1 EPS $2.03 Beats $1.95 Estimate Sales $6.886B Beat $6.603B Estimate. D.R. Horton (NYSE:DHI) reported quarterly earnings of $2.03 per share which beat the analyst consensus estimate of $1.95 by [----] percent. This is a [-----] percent decrease over earnings of $2.61 per share from the same period last year. The company reported quarterly sales of $6.886 billion which beat the analyst consensus estimate of $6.603 billion by [----] percent. This is a [----] percent decrease over sales of $7.613 billion the same period last year."  
[X Link](https://x.com/MartyChargin/status/2013577293227290934)  2026-01-20T11:40Z 49.7K followers, [----] engagements


"$HAS . Shouldnt Bowser be at Chewy . Hasbro (HAS) announced that Doug Bowser retired President and Chief Operating Officer of Nintendo of America (NTDOY) and Carla Vernn Chief Executive Officer of The Honest Company (HNST) have been appointed to Hasbro's Board of Directors. https://twitter.com/i/web/status/2013609578554949648 https://twitter.com/i/web/status/2013609578554949648"  
[X Link](https://x.com/MartyChargin/status/2013609578554949648)  2026-01-20T13:48Z 49.7K followers, [----] engagements


"$BROS . I thought for sure this stock would be hit hard by tariff talk. after all. they are Dutch"😂🤣"  
[X Link](https://x.com/MartyChargin/status/2013627868425707697)  2026-01-20T15:01Z 49.7K followers, [----] engagements


"$NATH . Nathan's Famous to be acquired by Smithfield Foods (SFD) for $102.00/share in cash (92.73) Cos announced they have entered into a definitive merger agreement for Smithfield Foods to acquire all of Nathan's Famous' issued and outstanding shares for $102.00 per share in cash which represents an enterprise value of approximately $450 million. The transaction represents a valuation of approximately 12.4x Nathan's Famous's LTM adjusted EBITDA and a multiple of approximately 10.0x post-synergies. Smithfield Foods expects to achieve annual cost synergies of approximately $9 million by the"  
[X Link](https://x.com/MartyChargin/status/2013943606097457394)  2026-01-21T11:55Z 49.7K followers, [----] engagements


"$IONS . Ionis Pharma and Otsuka Pharmaceutical Co. announced that the European Commission has approved DAWNZERA in the European Union for the routine prevention of recurrent attacks of hereditary angioedema in adults and adolescents aged [--] years and older (77.53) The approval follows the positive opinion of the Committee for Medicinal Products for Human Use. The approval is based on positive results from the Phase [--] OASIS-HAE and OASISplus studies in which DAWNZERA demonstrated positive results across multiple measures of disease including significant and sustained reduction in mean monthly"  
[X Link](https://x.com/MartyChargin/status/2013947961257116074)  2026-01-21T12:13Z 49.7K followers, [----] engagements


"$PAVM . PAVmed (PAVM) subsidiary Lucid Diagnostics (LUCD) said Wednesday it won a contract from the US Department of Veterans Affairs for its EsoGuard esophageal DNA test for esophageal precancer testing. Financial terms of the contract were not disclosed. The contract includes pre-negotiated pricing for the test that matches the established Medicare payment rate determined by the Centers for Medicare & Medicaid Services enabling access through a single national procurement framework the company said. https://twitter.com/i/web/status/2014026297031401584"  
[X Link](https://x.com/MartyChargin/status/2014026297031401584)  2026-01-21T17:24Z 49.7K followers, [----] engagements


"$COHR $LITE . Now. this is my kinda beverage. what I now call a . COHR LITE"😂🤣"  
[X Link](https://x.com/MartyChargin/status/2014062732698394692)  2026-01-21T19:49Z 49.6K followers, [----] engagements


"$TTMI . This one is knocking at the $100 door .again. see if it can break on through"  
[X Link](https://x.com/MartyChargin/status/2014063242327318736)  2026-01-21T19:51Z 49.7K followers, [----] engagements


"$COHR . This stock is looking like it wants to break out of its box today. we shall see"  
[X Link](https://x.com/MartyChargin/status/2014270859251458192)  2026-01-22T09:36Z 49.7K followers, [----] engagements


"$ACMR . Co issues narrows guidance for FY25 (Dec) sees FY25 (Dec) revs of $885-900 mln from $875-925 mln vs. $907.51 mln FactSet Consensus. Co issues upside guidance for FY26 (Dec) sees FY26 (Dec) revs of $1.08-1.175 bln vs. $1.06 bln FactSet Consensus."We plan for a higher revenue growth rate in [----] amidst healthy investments in production capacity and market share gains from our newer products" said Dr. David Wang ACM's President and Chief Executive Officer. "We anticipate relatively stable WFE spending by our customers with incremental contribution from our single-wafer SPM cleaning tools"  
[X Link](https://x.com/MartyChargin/status/2014301274901196827)  2026-01-22T11:37Z 49.6K followers, [----] engagements


"$LTH . Life Time sees Q4 EPS and revs above consensus; introduces select financial guidance for FY [----] (27.91) Co issues upside guidance for Q4 (Dec) sees EPS of $0.32-0.34 excluding non-recurring items vs. $0.27 FactSet Consensus; sees Q4 (Dec) revs of $743-745 mln vs. $736.67 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $3.30-3.33 bln vs. $3.31 bln FactSet Consensus.FY26 Adjusted EBITDA $910 -- $925 https://twitter.com/i/web/status/2014304863484801226 https://twitter.com/i/web/status/2014304863484801226"  
[X Link](https://x.com/MartyChargin/status/2014304863484801226)  2026-01-22T11:51Z 49.7K followers, [----] engagements


"$ISRG . Intuitive Surgical beats by $0.26 beats on revs worldwide procedures (da Vinci and Ion combined) grew approximately 18%; Guides for FY26 worldwide da Vinci procedure growth of approximately 13% to 15% (525.81 +2.12) Reports Q4 (Dec) earnings of $2.53 per share excluding non-recurring items $0.26 better than the FactSet Consensus of $2.27; revenues rose 18.8% year/year to $2.87 bln vs the $2.76 bln FactSet Consensus. Worldwide procedures (da Vinci and Ion combined) grew approximately 18% compared with the fourth quarter of [----]. Da Vinci procedures grew approximately 17% and Ion"  
[X Link](https://x.com/MartyChargin/status/2014445790056554513)  2026-01-22T21:11Z 49.7K followers, [----] engagements


"$COF . Whats in your. never mind.Capital One misses by $0.28 reports revs in-line; confirms it will acquire Brex Inc. (235.93 +4.92) Reports Q4 (Dec) earnings of $3.86 per share excluding non-recurring items $0.28 worse than the FactSet Consensus of $4.14; adjusted revenues rose 53.3% year/year to $15.62 bln vs the $15.47 bln FactSet Consensus.Provision for credit losses increased $1.4 bln to $4.1 bln: Net charge-offs of $3.8 billion $302 million loan reserve build. Co also confirms it has entered into a definitive agreement to acquire Brex Inc. for $5.15 bln with approximately 50% cash and"  
[X Link](https://x.com/MartyChargin/status/2014446361719247345)  2026-01-22T21:13Z 49.6K followers, [----] engagements


"@VenkatP1359 $GE $FTAI $KRMN . Yeah. for the most part . the sector was down and disappointed the USA is not using force to acquire Greenland😂🤣. with a few exceptions.as usual"  
[X Link](https://x.com/MartyChargin/status/2014488834713813091)  2026-01-23T00:02Z 49.7K followers, [---] engagements


"$FTNT . Fortinet: Revising FY26 Estimates; Little Downside or Upside -- Oppenheimer (77.62) Analyst Ittai Kidron added "Our checks indicated stable FW share dynamics in 4Q25 but a declining [----] EoS refresh opportunity. Therefore we maintain an in-line stance on 4Q25 but lower our [----] product and services revenue growth outlook. We have a greater appreciation for the lag between maintenance/subscription (Services) growth and Product growth. We expect continued Services deceleration through 1H26 before accelerating in 2H26. Positively we see potential for improvement in SASE growth rates near"  
[X Link](https://x.com/MartyChargin/status/2014684539185201528)  2026-01-23T12:59Z 49.7K followers, [----] engagements


"TOP PERFORMING INDUSTRY GROUPS [----] The computer data storage mining metals Mining gold/silver semiconductor equipment and retail-restaurants industry groups are the top performing groups year to date. I know it is a small sample size. But this is what we have to work with three weeks in [----]. I excluded the media-newspapers group as it is basically NewsCorp and the New York Times. https://twitter.com/i/web/status/2015040711616598055 https://twitter.com/i/web/status/2015040711616598055"  
[X Link](https://x.com/MartyChargin/status/2015040711616598055)  2026-01-24T12:35Z 49.6K followers, [----] engagements


"#2 MINING METALS The mining metals industry group is the second best performing group in [----]. This group has advanced 31% year to date. Uranium Fuels (UUUU) is the top performing stock in this industry group and it has advanced 75% in 2026"  
[X Link](https://x.com/MartyChargin/status/2015043806962598345)  2026-01-24T12:47Z 49.6K followers, [----] engagements


"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 46% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 100% in 2026"  
[X Link](https://x.com/MartyChargin/status/2015043909551038880)  2026-01-24T12:48Z 49.7K followers, [----] engagements


"$LDOS . Leidos to acquire power design firm ENTRUST bolstering its energy infrastructure portfolio (191.23) Co has signed a definitive agreement to acquire ENTRUST Solutions Group from Kohlberg for approximately $2.4 billion accelerating Leidos' position as a leading engineering solutions provider for utilities nationwide. The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business which has grown on average at double-digit rates while delivering double-digit margins for the past eight years. The transaction is"  
[X Link](https://x.com/MartyChargin/status/2015746814251819075)  2026-01-26T11:21Z 49.7K followers, [----] engagements


"$NEM $B $AU $AEM . Shares of Newmont (NEM) and Barrick Mining (B) and other gold miners rose in Monday's premarket hours as gold price hit a new record high of $5100 per ounce. According to data from spot gold reached $5109 per ounce early Monday. Shares of Newmont and Agnico Eagle Mines (AEM) were up more than 4%; Kinross Gold (KGC) was 4% higher; Barrick was up more than 3%; and AngloGold Ashanti (AU) rose past 2%. http://GoldPrice.org http://GoldPrice.org http://GoldPrice.org http://GoldPrice.org"  
[X Link](https://x.com/MartyChargin/status/2015752822995014006)  2026-01-26T11:44Z 49.7K followers, [----] engagements


"$SRPT . Sarepta Announces Positive Topline Three-Year EMBARK Results Showing ELEVIDYS Significantly Slows Disease Progression on Key Functional Measures in Ambulatory Duchenne Patients (21.13) Sarepta Announces Positive Topline Three-Year EMBARK Results Showing ELEVIDYS Significantly Slows Disease Progression on Key Functional Measures in Ambulatory Duchenne Patients https://twitter.com/i/web/status/2015775075388264853 https://twitter.com/i/web/status/2015775075388264853"  
[X Link](https://x.com/MartyChargin/status/2015775075388264853)  2026-01-26T13:13Z 49.6K followers, [----] engagements


"$COHR . Now trading back above the $200 level. will it be the goose .or the Mutombo"  
[X Link](https://x.com/MartyChargin/status/2015799336903561661)  2026-01-26T14:49Z 49.6K followers, [----] engagements


"$SANM . Sanmina beats by $0.25 beats on revs; guides Q2 EPS in-line revs below consensus (182.54 +4.71) Reports Q1 (Dec) earnings of $2.38 per share excluding non-recurring items $0.25 better than the FactSet Consensus of $2.13; revenues rose 59.0% year/year to $3.19 bln vs the $3.08 bln FactSet Consensus. Co issues guidance for Q2 sees EPS of 2.25-2.55 excluding non-recurring items vs. $2.27 FactSet Consensus; sees Q2 revs of 3.10-3.40 vs. $3.51 bln FactSet Consensus. "Our Communications Networks and Cloud & AI Infrastructure end-markets continue to be strong as a result of ongoing demand"  
[X Link](https://x.com/MartyChargin/status/2015894093948412028)  2026-01-26T21:06Z 49.6K followers, [----] engagements


"$UPS . UPS beats by $0.18 beats on revs; guides FY26 revs above consensus (106.97) Reports Q4 (Dec) earnings of $2.38 per share $0.18 better than the FactSet Consensus of $2.20; revenues fell 3.2% year/year to $24.5 bln vs the $24.01 bln FactSet Consensus. Non-GAAP adjusted operating margin was 9.8%. Non-GAAP adjusted free cash flow was $5.5 billion. U.S. Domestic revenue of $16.76 bln. International revenue of $5.05 bln. Co issues upside guidance for FY26 sees FY26 revs of $89.7 bln vs. $88.05 bln FactSet Consensus.The company is planning capital expenditures of about $3.0 billion and"  
[X Link](https://x.com/MartyChargin/status/2016105972088111170)  2026-01-27T11:08Z 49.6K followers, [----] engagements


"$NOC . Northrop Grumman beats by $0.25 reports revs in-line; guides FY26 EPS below consensus revs below consensus (660.97) Reports Q4 (Dec) earnings of $7.23 per share excluding non-recurring items $0.25 better than the FactSet Consensus of $6.98; revenues rose 9.6% year/year to $11.71 bln vs the $11.62 bln FactSet Consensus. Backlog grows to new company record of $95.7 billion driven by full year book to bill of [----]. Aeronautics Systemssales increased $591 million or [--] percent primarily due to a $274 million increase on the F-35 program largely driven by materials volume a $153 million"  
[X Link](https://x.com/MartyChargin/status/2016117579417583949)  2026-01-27T11:54Z 49.6K followers, [----] engagements


"$RDW . Redwire Corporation (RDW) announced it was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense indefinite-delivery/indefinite-quantity contract with a ceiling of $151B. This contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility. https://twitter.com/i/web/status/2016140072345862303 https://twitter.com/i/web/status/2016140072345862303"  
[X Link](https://x.com/MartyChargin/status/2016140072345862303)  2026-01-27T13:23Z 49.6K followers, [----] engagements


"$QRVO . Qorvo beats by $0.31 reports revs in-line; guides MarQ EPS below consensus revs below consensus (82.81 +0.31) Reports Q3 (Dec) earnings of $2.17 per share excluding non-recurring items $0.31 better than the FactSet Consensus of $1.86; revenues rose 8.4% year/year to $992.96 mln vs the $988.01 mln FactSet Consensus. Co issues downside guidance for Q4 (Mar) sees EPS of $1.05-1.35 excluding non-recurring items vs. $1.37 FactSet Consensus; sees Q4 revs of $775-825 mln vs. $905.11 mln FactSet Consensus. "Qorvo's December quarterly revenue primarily reflects strength at our largest"  
[X Link](https://x.com/MartyChargin/status/2016256667508474160)  2026-01-27T21:07Z 49.7K followers, [----] engagements


"$FFIV . F5 Networks beats by $0.79 beats on revs; guides Q2 EPS in-line revs above consensus; raises FY26 EPS and revenue guidance above consensus(270.43 +2.98) Reports Q1 (Dec) earnings of $4.45 per share excluding non-recurring items $0.79 better than the FactSet Consensus of $3.66; revenues rose 7.3% year/year to $822 mln vs the $758.06 mln FactSet Consensus. Co issues guidance for Q2 sees EPS of $3.34-3.46 excluding non-recurring items vs. $3.38 FactSet Consensus; sees Q2 revs of $770-790 mln vs. $748.26 mln FactSet Consensus. Co issues upside guidance for FY26 raises adj. EPS to"  
[X Link](https://x.com/MartyChargin/status/2016261495911489787)  2026-01-27T21:26Z 49.7K followers, [----] engagements


"$NXT .Breakout Alert. Nextpower beats by $0.16 beats on revs; guides FY26 EPS above consensus revs in-line; approves share repurchase program up to $500 mln(105.91-1.37) Reports Q3 (Dec) earnings of $1.10 per share excluding non-recurring items $0.16 better than the FactSet Consensus of $0.94; revenues rose 33.9% year/year to $909.4 mln vs the $813.82 mln FactSet Consensus. Co issues guidance for FY26 sees EPS of $4.26-4.36 excluding non-recurring items vs. $4.25 FactSet Consensus; sees FY26 revs of $3.425-3.500 bln vs. $3.45 bln FactSet Consensus. As we announced in our current report on"  
[X Link](https://x.com/MartyChargin/status/2016265469951648155)  2026-01-27T21:42Z 49.7K followers, [----] engagements


"$TTMI $BROS . S&P SmallCap [---] constituent TTM Technologies (TTMI) will replace Civitas Resources Inc. (CIVI) in the S&P MidCap [---] and Amneal Pharmaceuticals Inc. (AMRX) will replace TTM Technologies in the S&P SmallCap [---] effective prior to the opening of trading on Friday January [--]. S&P SmallCap [---] constituent SM Energy Co. (SM) is acquiring Civitas Resources in a deal expected to be completed soon pending final closing conditions. SM Energy will remain in the S&P SmallCap [---] post-merger. Dutch Bros (BROS) will replace PotlatchDeltic (PCH) in the S&P MidCap [---] effective prior to the"  
[X Link](https://x.com/MartyChargin/status/2016277073057444081)  2026-01-27T22:28Z 49.7K followers, [----] engagements


"$TXN . Q4 [----] Earnings Call Guidance Q1 [----] revenue expected in the range of $4.32B to $4.68B. Q1 [----] EPS expected in the range of $1.22 to $1.48. Effective tax rate for [----] expected to be about 13% to 14%. FactSet Q1 [----] EPS consensus is $1.26 revenue consensus is $4.42 bln. https://twitter.com/i/web/status/2016280573783007319 https://twitter.com/i/web/status/2016280573783007319"  
[X Link](https://x.com/MartyChargin/status/2016280573783007319)  2026-01-27T22:42Z 49.6K followers, [----] engagements


"$SBUX . Starbucks misses by $0.03 beats on revs Global Comparable Store Sales of +4%; guides FY26 EPS in-line (95.72) Reports Q1 (Dec) earnings of $0.56 per share excluding non-recurring items $0.03 worse than the FactSet Consensus of $0.59; revenues rose 5.5% year/year to $9.92 bln vs the $9.65 bln FactSet Consensus. Global comparable store sales increased 4% driven by a 3% increase in comparable transactions and a 1% increase in average ticketNorth America and U.S. comparable store sales increased 4% driven by a 3% increase in comparable transactions and a 1% increase in average ticket"  
[X Link](https://x.com/MartyChargin/status/2016496340344447195)  2026-01-28T12:59Z 49.6K followers, [----] engagements


"$TTMI . This stock rallied up to $100 this morning. and then. Mutomobo shows up😂🤣📉"  
[X Link](https://x.com/MartyChargin/status/2016527748014194901)  2026-01-28T15:04Z 49.7K followers, [----] engagements


"$NXT . A breakout following its earnings report from last night"  
[X Link](https://x.com/MartyChargin/status/2016528974185386099)  2026-01-28T15:09Z 49.7K followers, [----] engagements


"@MalibuInvest $BROS "  
[X Link](https://x.com/MartyChargin/status/2016555259594973271)  2026-01-28T16:53Z 49.7K followers, [---] engagements


"$MTH . Meritage beats by $0.11 misses on revs; Expects full year [----] home closing volume and revenue to be consistent with full year [----] results (69.18-0.39) Reports Q4 (Dec) earnings of $1.67 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $1.56; revenues fell 11.9% year/year to $1.41 bln vs the $1.51 bln FactSet Consensus. Orders of [----] for the fourth quarter of [----] decreased 2% year-over-year primarily due to 18% lower average absorption pace to [---] per month from [---] per month which was nearly fully offset by an 18% increase in average communities."  
[X Link](https://x.com/MartyChargin/status/2016626751892574525)  2026-01-28T21:37Z 49.6K followers, [----] engagements


"$VIAV . Viavi beats by $0.03 beats on revs; guides MarQ EPS above consensus revs above consensus; announces restructuring plan which includes a 5% workforce reduction (21.03 +0.33) Reports Q2 (Dec) earnings of $0.22 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.19; revenues rose 36.4% year/year to $369.3 mln vs the $365.25 mln FactSet Consensus. Co issues upside guidance for Q3 (Mar) sees EPS of $0.22-0.24 excluding non-recurring items vs. $0.15 FactSet Consensus; sees Q3 revs of $386-400 mln vs. $353.50 mln FactSet Consensus. Restructuring Plan:Co"  
[X Link](https://x.com/MartyChargin/status/2016627268886683716)  2026-01-28T21:39Z 49.7K followers, [----] engagements


"$LRCX . Q2 [----] Earnings Call Guidance March [----] quarter revenue: $5.7B plus or minus $300M. March [----] quarter gross margin: 49% plus or minus [--] percentage point with slight headwinds from customer mix. March [----] quarter operating margin: 34% plus or minus [--] percentage point. March [----] quarter EPS: $1.35 plus or minus $0.10 based on approximately 1.26B shares. Non-GAAP tax rate expected in the low to mid-teens for calendar [----]. Capital expenditures expected to remain in the 4% to 5% of revenue range going forward. Plans to return at least 85% of free cash flow to shareholders over time."  
[X Link](https://x.com/MartyChargin/status/2016680475289670025)  2026-01-29T01:11Z 49.6K followers, [----] engagements


"$HON . Honeywell beats by $0.05 misses on revs; guides FY26 EPS in-line revs in-line (216.64) Reports Q4 (Dec) earnings of $2.59 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.54; revenues rose 6.4% year/year to $9.76 bln vs the $9.96 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $10.35-10.65 excluding non-recurring items vs. $10.44 FactSet Consensus; sees FY26 revs of $38.8-39.8 bln vs. $39.64 bln FactSet Consensus. Honeywell Aerospace Spin-Off Now Expected in Third Quarter 2026"  
[X Link](https://x.com/MartyChargin/status/2016830111014682637)  2026-01-29T11:05Z 49.7K followers, [----] engagements


"$CAT . Caterpillar beats by $0.45 beats on revs(643.28+4.37) Reports Q4 (Dec) earnings of $5.16 per share excluding non-recurring items $0.45 better than the FactSet Consensus of $4.71; revenues rose 17.9% year/year to $19.1 bln vs the $17.85 bln FactSet Consensus. Operating profit for the fourth quarter of [----] was $2.660 billion a decrease of $264 million or 9% compared with $2.924 billion in the fourth quarter of [----]. The decrease was primarily due to unfavorable manufacturing costs of $1.030 billion and higher restructuring costs of $282 million partially offset by the profit impact of"  
[X Link](https://x.com/MartyChargin/status/2016850178968592682)  2026-01-29T12:25Z 49.7K followers, [----] engagements


"$LMT . Lockheed Martin reports Q4 (Dec) results beats on revs; guides FY26 EPS in-line revs in-line (597.27 +2.32) Reports Q4 (Dec) earnings of $5.80 per share may not be comparable to the FactSet Consensus of $5.81; revenues rose 9.1% year/year to $20.32 bln vs the $19.86 bln FactSet Consensus.Record backlog of $194 billion at end of [----]. Co issues in-line guidance for FY26 sees EPS of $29.35-30.25 vs. $29.52 FactSet Consensus; sees FY26 revs of $77.5-80.0 bln vs. $77.98 bln FactSet Consensus.We expect sales and reported segment operating profit growth of approximately 5% and 25%"  
[X Link](https://x.com/MartyChargin/status/2016850801713696903)  2026-01-29T12:27Z 49.6K followers, [----] engagements


"$WFRD $TDW $OII $WMB . there is something happening here. what it is"  
[X Link](https://x.com/MartyChargin/status/2016890912270667901)  2026-01-29T15:07Z 49.6K followers, [----] engagements


"$IBM $GM . This is really starting to have a 1960s feel to it😂🤣. Go Big Blue"  
[X Link](https://x.com/MartyChargin/status/2016891800758472823)  2026-01-29T15:10Z 49.7K followers, [----] engagements


"$AEO . One of the few stocks trading higher on my screens today. better post now. before it turns negative😂🤣"  
[X Link](https://x.com/MartyChargin/status/2016892817017360672)  2026-01-29T15:14Z 49.6K followers, [----] engagements


"$MU . This stock pulled back near its five day line this morning. gave it the grandma kiss .and reversed higher"  
[X Link](https://x.com/MartyChargin/status/2016930534673568048)  2026-01-29T17:44Z 49.6K followers, [----] engagements


"@VenkatP1359 $TTMI Yes indeed a few of its pack leaders got whacked this week . . Sanmina and Celestica"  
[X Link](https://x.com/MartyChargin/status/2016958412077273341)  2026-01-29T19:35Z 49.7K followers, [---] engagements


"$KLAC . KLA Corporation beats by $0.06 beats on revs; guides Q3 EPS in-line revs in-line (1684.71 +57.51) Reports Q2 (Dec) earnings of $8.85 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $8.79; revenues rose 7.1% year/year to $3.3 bln vs the $3.25 bln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $8.30-9.86 excluding non-recurring items vs. $8.97 FactSet Consensus; sees Q3 revs of $3.20-3.50 bln vs. $3.29 bln FactSet Consensus.GAAP gross margin is expected to be in a range of 60.62% +/- 1.00%. Non-GAAP gross margin is expected to be in a"  
[X Link](https://x.com/MartyChargin/status/2016982228082028903)  2026-01-29T21:10Z 49.7K followers, [----] engagements


"$WDC . Western Digital beats by $0.20 beats on revs; guides MarQ EPS above consensus revs above consensus (278.40 -1.30) Reports Q2 (Dec) earnings of $2.13 per share excluding non-recurring items $0.20 better than the FactSet Consensus of $1.93; revenues rose 25.2% year/year to $3.02 bln vs the $2.93 bln FactSet Consensus. Co issues upside guidance for Q3 (Mar) sees EPS of $2.15-2.45 excluding non-recurring items vs. $1.99 FactSet Consensus; sees Q3 revs of $3.10-3.30 bln vs. $2.98 bln FactSet Consensus. https://twitter.com/i/web/status/2016982648967876973"  
[X Link](https://x.com/MartyChargin/status/2016982648967876973)  2026-01-29T21:11Z 49.7K followers, [----] engagements


"$SNDK . Not a typo. Sandisk beats by $2.58 beats on revs; guides Q3 EPS above consensus revs above consensus (539.30 +11.67) Reports Q2 (Dec) earnings of $6.20 per share $2.58 better than the FactSet Consensus of $3.62; revenues rose 61.2% year/year to $3.02 bln vs the $2.69 bln FactSet Consensus. Non-GAAP gross margin of 51.1% up [----] ppt qtr/qtr. Datacenter revenue was up 64% sequentially driven by strong adoption among AI infrastructure builders semi-custom customers and technology companies deploying AI at scale. Co issues upside guidance for Q3 sees EPS of $12.00-$14.00 excluding"  
[X Link](https://x.com/MartyChargin/status/2016983514470846793)  2026-01-29T21:15Z 49.7K followers, 15.7K engagements


"$DECK . Deckers Outdoor beats by $0.56 beats on revs; guides FY26 EPS above consensus revs above consensus (99.87 +2.25) Reports Q3 (Dec) earnings of $3.33 per share excluding non-recurring items $0.56 better than the FactSet Consensus of $2.77; revenues rose 7.1% year/year to $1.96 bln vs the $1.87 bln FactSet Consensus. HOKA brand net sales increased 18.5% to $628.9 million compared to $530.9 million. UGG brand net sales increased 4.9% to $1.305 billion compared to $1.244 billion. Co issues upside guidance for FY26 sees EPS of $6.80-$6.85 excluding non-recurring items vs. $6.41 FactSet"  
[X Link](https://x.com/MartyChargin/status/2016983765458047144)  2026-01-29T21:16Z 49.7K followers, [----] engagements


"$RIO . Rio Tinto strengthens low-carbon aluminium footprint through joint acquisition of CBA stake (95.13) Rio Tinto and Aluminum Corporation of China Limited (Chalco) agreed to acquire Companhia Brasileira de Alumnio (CBA) via a JV owned 33% by Rio Tinto / 67% by Chalco purchasing Votorantim's 68.596% controlling stake. All-cash price of R$10.50 per share implies a 21.2% premium to the 20-day VWAP; values Votorantim's stake at $902.6 mln (Rio Tinto pro-rata $297.8 mln) subject to approvals and closing conditions. CBA is a vertically integrated low-carbon aluminium platform in Brazil powered"  
[X Link](https://x.com/MartyChargin/status/2017173399827882188)  2026-01-30T09:49Z 49.7K followers, [----] engagements


"@gmorton512 $SNDK $MU . Yo Greg. if you are not invested in Micron or Sandisk. it does look pretty rough. we need our memory🤣😂 I was glad to see "Holy Hoka". errrr. Deckers do well. The stock has been in a downtrend since the CEO resigned"  
[X Link](https://x.com/MartyChargin/status/2017221318018834447)  2026-01-30T13:00Z 49.6K followers, [---] engagements


"$GEV . uh-huh"  
[X Link](https://x.com/MartyChargin/status/2017248239301591229)  2026-01-30T14:47Z 49.7K followers, [----] engagements


"$BA . Boeing awarded a not-to-exceed $2.81 mln US Air Force contract for F-15 Republic of Korea aircraft upgrades"  
[X Link](https://x.com/MartyChargin/status/2017364104026145180)  2026-01-30T22:27Z 49.7K followers, [----] engagements


"@epictrades1 $RR there was news with Microsoft & it rallied. They did a secondary (of course) and the stock sold off then the deal with Mr. Softy was challenged & down the crapper it went some folks will do anything for money😂🤣"  
[X Link](https://x.com/MartyChargin/status/2017399582066676140)  2026-01-31T00:48Z 49.7K followers, [----] engagements


"@Roiet549111 $WDC $SNDK $MU $STX Yes they have run hard but its all over now right"  
[X Link](https://x.com/MartyChargin/status/2017406843572916645)  2026-01-31T01:17Z 49.7K followers, [---] engagements


"TOP PERFORMING INDUSTRY GROUPS [----] The computer data storage semiconductor equipment and mining metals industry groups are the top performing groups year to date"  
[X Link](https://x.com/MartyChargin/status/2017563017291182346)  2026-01-31T11:38Z 49.7K followers, [----] engagements


"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 61% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 143% in 2026"  
[X Link](https://x.com/MartyChargin/status/2017564095076307148)  2026-01-31T11:42Z 49.7K followers, [----] engagements


"#2 SEMICONDUCTOR EQUIPMENT The semiconductor equipment industry group is the second best performing group in [----]. This group has advanced 26% year to date. Ultra Clean Holdings (UCTT) is the top performing stock in this industry group and it has advanced 72% in 2026"  
[X Link](https://x.com/MartyChargin/status/2017565241362813208)  2026-01-31T11:46Z 49.7K followers, [----] engagements


"#3 MINING METALS The mining metals industry group is the third best performing group in [----]. This group has advanced 25% year to date. Uranium Fuels (UUUU) is the top performing stock in this industry group and it has advanced 54% in 2026"  
[X Link](https://x.com/MartyChargin/status/2017565351274586309)  2026-01-31T11:47Z 49.7K followers, [----] engagements


"@RayDalio A terrible choice as he is compromised"  
[X Link](https://x.com/MartyChargin/status/2018032009827013033)  2026-02-01T18:41Z 49.7K followers, [----] engagements


"@Crismo999 @RayDalio 😂🤣 ya know that the next fed governor will do what the administration wants the markets over reaction to the announcement on Friday was a grift . Errrr . Gift👍👍💯📈 especially the metals I expect a rebound this week"  
[X Link](https://x.com/MartyChargin/status/2018047316041896089)  2026-02-01T19:42Z 49.7K followers, [---] engagements


"$RVTY . Revvity beats by $0.13 beats on revs; guides FY26 EPS above consensus revs above consensus (108.80) Reports Q4 (Dec) earnings of $1.70 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.57; revenues rose 5.9% year/year to $772.1 mln vs the $764.35 mln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $5.35-5.45 vs. $5.32 FactSet Consensus; sees FY26 revs of $2.96-2.99 bln vs. $2.93 bln FactSet Consensus. https://twitter.com/i/web/status/2018282794171187458 https://twitter.com/i/web/status/2018282794171187458"  
[X Link](https://x.com/MartyChargin/status/2018282794171187458)  2026-02-02T11:18Z 49.7K followers, [----] engagements


"@AndyFanter $DUK . Put a sweater and jacket on inside your homes😂🤣🤣😂. This is mandatory. and not a request🤣😂"  
[X Link](https://x.com/MartyChargin/status/2018307437611385270)  2026-02-02T12:56Z 49.7K followers, [---] engagements


"$CIEN . Breaking gout of ascending base pattern"  
[X Link](https://x.com/MartyChargin/status/2018371665714135283)  2026-02-02T17:11Z 49.7K followers, [----] engagements


"$MU $SNDK . Punxsutawney Phil saw his shadow predicting six more weeks of gains for Micron and Sandisk"  
[X Link](https://x.com/MartyChargin/status/2018374378174767400)  2026-02-02T17:22Z 49.6K followers, [----] engagements


"$RMBS . "Down Goes Frazier.errrr. Rambus. Rambus Reports Fourth Quarter and Fiscal Year [----] Financial Results (113.71 -0.12) Rambus Inc. (RMBS) a provider of industry-leading chips and IP making data faster and safer today reported financial results for the fourth quarter ended December [--] [----]. GAAP revenue for the fourth quarter was $190.2 million licensing billings were $71.5 million product revenue was $96.8 million and contract and other revenue was $21.8 million. The Company also generated $99.8 million in cash from operating activities in the fourth quarter."  
[X Link](https://x.com/MartyChargin/status/2018436411754770763)  2026-02-02T21:28Z 49.7K followers, [----] engagements


"@InvestmentsPs $CIEN . Thank you for the feedback🙏. Please excuse the typos. Ciena does not have gout😂🤣"  
[X Link](https://x.com/MartyChargin/status/2018437758017323042)  2026-02-02T21:33Z 49.6K followers, [--] engagements


"@vwap88 $AEO . Yeah.I know what you mean. that stock is so darn sexy.errr. the stock. not the jeans"  
[X Link](https://x.com/MartyChargin/status/2018459072564216067)  2026-02-02T22:58Z 49.6K followers, [--] engagements


"@MeisseliMeno $MRAM . Yeah. I do not believe it is a big issue. More important is their sales & earnings growth cash flow return on investment and shares sold short. They should be OK"  
[X Link](https://x.com/MartyChargin/status/2018643179780915492)  2026-02-03T11:10Z 49.7K followers, [---] engagements


"$GLXY . Galaxy Digital misses by $0.09 misses on revs (26.44) Reports Q4 (Dec) loss of $1.08 per share $0.09 worse than the FactSet Consensus of ($0.99); revenues fell 37.4% year/year to $10.24 bln vs the $12.01 bln FactSet Consensus. Digital Assets generated adjusted gross profit of $51 million and adjusted EBITDA of $(29) million reflecting a softer macro environment and lower industry trading volumes and onchain activity https://twitter.com/i/web/status/2018657009890128110 https://twitter.com/i/web/status/2018657009890128110"  
[X Link](https://x.com/MartyChargin/status/2018657009890128110)  2026-02-03T12:05Z 49.7K followers, [----] engagements


"@gmorton512 $TER $PLTR $DVA $FN $GLXY $PYPL $RMBS . Yo Greg. ya might say that we are seeing a sequel. to the Good The Bad and the Ugly"😂🤣"  
[X Link](https://x.com/MartyChargin/status/2018678198704214399)  2026-02-03T13:29Z 49.7K followers, [---] engagements


"$MU . This stock is trading at $420. that must be a . sign .right"  
[X Link](https://x.com/MartyChargin/status/2018710887629017195)  2026-02-03T15:39Z 49.7K followers, [----] engagements


"@chung55 $TOST . Would you say that TOST . is Burnt Toast🤣😂 who da fool recommending this junk"  
[X Link](https://x.com/MartyChargin/status/2018784745027772572)  2026-02-03T20:32Z 49.7K followers, [---] engagements


"@PatchAngel2 $CSCO John Chambers was the man in the 1990s you can find him golfing at CordeValle these days"  
[X Link](https://x.com/MartyChargin/status/2018826594874437902)  2026-02-03T23:19Z 49.7K followers, [---] engagements


"@Pat1Hash8368 $CSCO that stock was one of the all-time big winners in the stock market I refer to that chart often"  
[X Link](https://x.com/MartyChargin/status/2018878041230131337)  2026-02-04T02:43Z 49.7K followers, [--] engagements


"$RTX . Department of War🤔. RTX's Raytheon partners with Department of War on five landmark agreements to expand critical munition production (203.50) The Co. entered into five landmark framework agreements with the U.S. Department of War to significantly increase production capacity and speed deliveries of Land Attack and Maritime Strike variants of Tomahawk AMRAAM missiles Standard Missile-3 Block IB interceptors (SM-3 IB) Standard Missile-3 Block IIA interceptors and Standard Missile-6. As global demand for these precision munitions continues to grow these up-to-seven-year agreements"  
[X Link](https://x.com/MartyChargin/status/2019014991173849174)  2026-02-04T11:47Z 49.7K followers, [----] engagements


"@aplumbob $GEHC $GEV . It certainly has not performed like GE Vernova. good luck👍👍"  
[X Link](https://x.com/MartyChargin/status/2019026593193300302)  2026-02-04T12:33Z 49.6K followers, [--] engagements


"@TheDivorceTeam $UBER $TSLA . Tesla sucks too🤣😂. just not quite as bad as as Uber. These two are gonna force me to buy General Motors🤣😂"  
[X Link](https://x.com/MartyChargin/status/2019040698620940359)  2026-02-04T13:29Z 49.6K followers, [---] engagements


"@Vera_Icona_23 @stamatoudism $LITE $COHR . Yo George. Thank you very much"  
[X Link](https://x.com/MartyChargin/status/2019068622082068510)  2026-02-04T15:20Z 49.7K followers, [---] engagements


"$DJIA . Does everyone hav their Dow Jones Industrial Average [-----] hats/shirts🤣😂"  
[X Link](https://x.com/MartyChargin/status/2019075381106819411)  2026-02-04T15:47Z 49.7K followers, [----] engagements


"@laurentiuchisca $BE . The earnings reports are major risk events. I avoid them as much as possible. Good Luck"  
[X Link](https://x.com/MartyChargin/status/2019104866719920572)  2026-02-04T17:44Z 49.6K followers, [---] engagements


"@MalibuInvest $OPEN Yo Boom . Are you trying to tell us we need to be open to buy a 50% discount🤣😂"  
[X Link](https://x.com/MartyChargin/status/2019122603731087640)  2026-02-04T18:55Z 49.6K followers, [---] engagements


"@GaryKaltbaum $BE . Yo Gary . They are not to hard to locate today. are they📉📉. I blame AMD and Lisa Su🤣😂"  
[X Link](https://x.com/MartyChargin/status/2019131418463670645)  2026-02-04T19:30Z 49.6K followers, [---] engagements


"@chung55 $BE Aunt Bea has had it😂🤣"  
[X Link](https://x.com/MartyChargin/status/2019146934246863229)  2026-02-04T20:31Z 49.6K followers, [---] engagements


"$FLNC . OOPS. Fluence misses by $0.13 misses on revs; reaffirms FY26 revs guidance (28.99 -3.24) Reports Q1 (Dec) loss of $(0.34) per share $0.13 worse than the FactSet Consensus of ($0.21); revenues rose 154.4% year/year to $475.23 mln vs the $481.24 mln FactSet Consensus. Co reaffirms guidance for FY26 sees FY26 revs of $3.20-3.60 bln vs. $3.35 bln FactSet Consensus. "Accelerating data center growth utility demand and rising industrial loads continue to drive energy storage demand globally reflected in our pipeline which has grown by approximately 30% to $30 billion since September 2025""  
[X Link](https://x.com/MartyChargin/status/2019159085489475926)  2026-02-04T21:20Z 49.7K followers, [----] engagements


"@TraderByDay2 $ELF . 🤣😂. It looks like our good Buddy had a great Christmas after all.🎄🎅"  
[X Link](https://x.com/MartyChargin/status/2019160221747409397)  2026-02-04T21:24Z 49.6K followers, [--] engagements


"@VenkatP1359 $TTMI . Yo Venkat.That stock looks good"  
[X Link](https://x.com/MartyChargin/status/2019183849834705041)  2026-02-04T22:58Z 49.7K followers, [---] engagements


"@mirsblog @saylor Yo Mir. Not only did he give away the $40 billion. he sold a kidney to invest as well🤣😂. Warren Buffett and Charlie Munger called it. Rat Poison. expensive poison Ill say"  
[X Link](https://x.com/MartyChargin/status/2019197273096519956)  2026-02-04T23:51Z 49.6K followers, [---] engagements


"@MalibuInvest $LLY"  
[X Link](https://x.com/MartyChargin/status/2019400324394737945)  2026-02-05T13:18Z 49.7K followers, [---] engagements


"$SIRI . Sirius XM reports Q4 (Dec) results revs in-line; guides FY26 revs in-line (20.73) Reports Q4 (Dec) earnings of $0.24 per share may not be comparable to the FactSet Consensus of $0.78; revenues rose 0.1% year/year to $2.19 bln vs the $2.17 bln FactSet Consensus. "As we look to [----] our focus remains on financial discipline a low-to-mid 3x leverage ratio and continued free cash flow growth toward our $1.5 billion [----] objective." Co issues in-line guidance for FY26 sees FY26 revs of $8.5 bln vs. $8.55 bln FactSet Consensus. Adjusted EBITDA of approximately $2.6 billion and Free cash"  
[X Link](https://x.com/MartyChargin/status/2019401423201653025)  2026-02-05T13:23Z 49.7K followers, [----] engagements


"@MalibuInvest Yo Mr. Boom. is this any good"  
[X Link](https://x.com/MartyChargin/status/2019453059466690661)  2026-02-05T16:48Z 49.6K followers, [---] engagements


"@smartertrader $MU . When does the CEO of Micron come out and issue some raised guidance for the quarter and the year Only a matter of time"  
[X Link](https://x.com/MartyChargin/status/2019481378383945797)  2026-02-05T18:40Z 49.6K followers, [----] engagements


"@dana_marlane $HOOD embrace the lower prices I guess🤔🤔📉"  
[X Link](https://x.com/MartyChargin/status/2019516543059784060)  2026-02-05T21:00Z 49.6K followers, [---] engagements


"@Philip58761248 $BE . give it some time.🤣😂"  
[X Link](https://x.com/MartyChargin/status/2019540870845149525)  2026-02-05T22:37Z 49.6K followers, [---] engagements


"@cfromhertz $BE Yo Christian no love for the stock in after hours action 🤔📈This market blows"  
[X Link](https://x.com/MartyChargin/status/2019553377450131800)  2026-02-05T23:27Z 49.6K followers, [----] engagements


"@MaggieL04160525 $TPR . Yo Maggie. apparently. you are not the only one who likes Coach and Kate Spade brands. what a stock"  
[X Link](https://x.com/MartyChargin/status/2019557095356657704)  2026-02-05T23:41Z 49.7K followers, [--] engagements


"@jlutzkanin @Philip58761248 $BE . Lets see what happens tomorrow. that stock has been whacked pretty good"  
[X Link](https://x.com/MartyChargin/status/2019557262378065961)  2026-02-05T23:42Z 49.6K followers, [---] engagements


"@headquarters_67 Do a better job and you might win at this point you have alienated 70% of the country do better"  
[X Link](https://x.com/MartyChargin/status/2019580784773066805)  2026-02-06T01:15Z 49.6K followers, [----] engagements


"@Crismo999 @MalibuInvest $ELF🤣😂🤣😂"  
[X Link](https://x.com/MartyChargin/status/2019582178791944335)  2026-02-06T01:21Z 49.7K followers, [--] engagements


"@KevG163 Roger Craig is a Hall of Fame football player and a much better person Congratulations"  
[X Link](https://x.com/MartyChargin/status/2019629557402464768)  2026-02-06T04:29Z 49.6K followers, [---] engagements


"$RYI . Ryerson reports Q4 results; revs in-line (29.70) Reports Q4 EPS of ($1.18) and may not compare to ($0.18) two-analyst estimate; revs of $1.10 bln vs $1.10 bln two-analyst estimate Outlook with volume and margin expansionRyerson Holding Corporation expects first-quarter [----] volumes to increase 13%--15% versus Q4 [----] supported by strong early-year bookings converting to billings. Co guides net sales of $1.26--$1.30 bln with average selling prices flat to up 2% quarter over quarter and gross margin expansion as prior inventory cost increases flow through pricing. Co expects net income"  
[X Link](https://x.com/MartyChargin/status/2019742927493443622)  2026-02-06T12:00Z 49.7K followers, [----] engagements


"@MalibuInvest $NVO $LLY . Yo Mr. Boom . more importantly. when are they gonna reduce the price of Cialis😂🤣"  
[X Link](https://x.com/MartyChargin/status/2019743253881401464)  2026-02-06T12:01Z 49.6K followers, [---] engagements


"$IMVT . Immunovant Sciences reports Q3 (Dec) results (24.06) Reports Q3 (Dec) loss of $0.61 per share may not be comparable to the FactSet Consensus of ($0.71). Research and development (R&D) expenses were $98.9 million for the three months ended December [--] [----] compared to $94.5 million for the three months ended December [--] [----]. The increase was primarily due to activities related to our clinical trials of IMVT-1402 including contract manufacturing costs and elevated personnel-related expenses. The increase was partially offset by lower overall costs related to our batoclimab pivotal"  
[X Link](https://x.com/MartyChargin/status/2019748275528859848)  2026-02-06T12:21Z 49.7K followers, [----] engagements


"@SeattleFaithful Thank you for sharing🙏. Roger Craig was a great football player. But a way better person and father. which is far more important in life"  
[X Link](https://x.com/MartyChargin/status/2019754330883047684)  2026-02-06T12:45Z 49.6K followers, [---] engagements


"$RDDT . Reddit target raised to $250 at B. Riley Securities (151.08) B. Riley Securities raises their RDDT tgt to $250 from $245. Analyst Naved Khan added "We remain bullish on Reddit Inc. (RDDT Buy PT from $245 to $250) following a strong 4Q beat and better than expected 1Q26 outlook. Ad revenue growth showed no slowdown sequentially while EBITDA margin expanded by [---] bps Y/Y to a record high benefiting from leverage. We expect strong monetization gains to continue benefiting from improved targeting/ attribution/automation advertiser growth and recent launch of Reddit Max Campaigns. In"  
[X Link](https://x.com/MartyChargin/status/2019770664522223961)  2026-02-06T13:50Z 49.7K followers, [----] engagements


"@MalibuInvest $BE . Yo Mr. Boom. That company hosted a very informative conference call last night. 🧲$200🧲 it is🤣😂"  
[X Link](https://x.com/MartyChargin/status/2019771475780423875)  2026-02-06T13:53Z 49.7K followers, [---] engagements


"@ballerdk22 $PI $MOH $DOCS . Oh man. that is painful. There is a race today as to which of these three stocks will lose the greatest percentage"  
[X Link](https://x.com/MartyChargin/status/2019772258080969084)  2026-02-06T13:56Z 49.7K followers, [---] engagements


"@smartertrader $MU . totally fake. but all it needs to do is spread some fear doubt and uncertainty"  
[X Link](https://x.com/MartyChargin/status/2019780079732314289)  2026-02-06T14:27Z 49.7K followers, [----] engagements


"@VenkatP1359 $UAA . They said last quarter was negative domestic sales growth🤣😂. but. a clean break out from a stage one base. prolly a slow burner.gotta like the action"  
[X Link](https://x.com/MartyChargin/status/2019792149504536629)  2026-02-06T15:15Z 49.7K followers, [---] engagements


"@wey_how12640 @smartertrader $MU A little late to the party ya think🤣😂 Oh well. Better late than never I guess"  
[X Link](https://x.com/MartyChargin/status/2019835206694580343)  2026-02-06T18:06Z 49.6K followers, [---] engagements


"@smartertrader $MU load up now"  
[X Link](https://x.com/MartyChargin/status/2019835764247544112)  2026-02-06T18:09Z 49.7K followers, [---] engagements


"$MU . just a reminder for next week. Wolfe Research Auto Tech and Semiconductor Conference (February 10-11) Scheduled to appear: MU .Micron pulled back to its [--] day line this week"  
[X Link](https://x.com/MartyChargin/status/2019875014573715584)  2026-02-06T20:45Z 49.7K followers, [----] engagements


"@genosdenim $MU . This is a strong stock. and a pull back to its [--] day like last week was a was what the doctor ordered. give the shorts some confidence. before getting their faces ripped off next week😂🤣"  
[X Link](https://x.com/MartyChargin/status/2019882282358894754)  2026-02-06T21:13Z 49.7K followers, [---] engagements


"@smartertrader $MU . They will need to raise guidance significantly. It is only a matter of time. I can wait"  
[X Link](https://x.com/MartyChargin/status/2019883600532156687)  2026-02-06T21:19Z 49.7K followers, [----] engagements


"@vwap88 $TTMI $COHR $BE I believe Bloom Energy takes a similar path to TTMI COHR we shall see"  
[X Link](https://x.com/MartyChargin/status/2019952134377341119)  2026-02-07T01:51Z 49.7K followers, [---] engagements


"Weekly Review. https://www.youtube.com/watchv=qlKDG767qtE https://www.youtube.com/watchv=qlKDG767qtE"  
[X Link](https://x.com/MartyChargin/status/2020158976822784185)  2026-02-07T15:33Z 49.7K followers, [----] engagements


"$BMY Yo Shari you are welcome I am pretty surprised by the strength of this move congrats"  
[X Link](https://x.com/MartyChargin/status/2020172920996393220)  2026-02-07T16:28Z 49.7K followers, [----] engagements


"@FloridaTrader2 $STRL . Awesome👍👍. gotta start somewhere💯. Setting up nicely"  
[X Link](https://x.com/MartyChargin/status/2020207280273420730)  2026-02-07T18:45Z 49.7K followers, [--] engagements


"@pisani777 $VRT .yes"  
[X Link](https://x.com/MartyChargin/status/2020207737288945708)  2026-02-07T18:47Z 49.7K followers, [--] engagements


"@jack_oconnor34 $SNDK The shakeout last week from $725 down to $562 was a 23% move lower. The stock recovered and closed above its five day line. I doubt you get a better shakeout than that I will be impressed if it can hang above the $600 level for a bit. I doubt it forms a base"  
[X Link](https://x.com/MartyChargin/status/2020208766214676610)  2026-02-07T18:51Z 49.7K followers, [---] engagements


"@MalibuInvest $MU. Yo Mr. Boom . I am not sure about IBD . However Micron is my number one stock😂🤣"  
[X Link](https://x.com/MartyChargin/status/2020274715101945902)  2026-02-07T23:13Z 49.7K followers, [---] engagements


"@MalibuInvest $BROS Yo Mr. Boom . You are correct There are many stocks reporting next week 💯. But there is only one that matters🤣😂"  
[X Link](https://x.com/MartyChargin/status/2020275394415673598)  2026-02-07T23:16Z 49.7K followers, [---] engagements


"@dullesparis @Chartfest1 Yo Teddy I guess you have not seen me play🤣😂 That course (TPC Scottsdale) is pretty nice I am only allowed to play after the PGA leaves town & they let me on the course for $500😂🤣🏌♂⛳"  
[X Link](https://x.com/MartyChargin/status/2020278524763050406)  2026-02-07T23:28Z 49.7K followers, [--] engagements


"$KMTUY $DE $MTW $CAT . It is the machines that are moving things. like their stock prices. what the heck is going on at Komatsu. Andy @AndyFanter"  
[X Link](https://x.com/MartyChargin/status/2020500929691463991)  2026-02-08T14:12Z 49.7K followers, [----] engagements


"@MalibuInvest Yo Mr. Boom. Well then. if you put it that way. all of us degenerate traders are rooting for the Seattle Seahawks .🤣😂 The Big Cat is not gonna let us down✌"  
[X Link](https://x.com/MartyChargin/status/2020504679600550247)  2026-02-08T14:27Z 49.7K followers, [---] engagements


"@AndyFanter Justin Wolfers is a pretty sharp cat. Data Centers are great for the construction industry. but. once they are built. do they employ many people"  
[X Link](https://x.com/MartyChargin/status/2020516613821194586)  2026-02-08T15:14Z 49.7K followers, [---] engagements


"@bluechipdaily $PLTR . it had a great run💯📈. But. I am not interested in stocks below all moving averages"  
[X Link](https://x.com/MartyChargin/status/2020517181860016197)  2026-02-08T15:16Z 49.7K followers, [---] engagements


"@Crismo999 @MalibuInvest $MU $SNDK $WDC $STX They are the four horsemen of the tech apocalypse.😂🤣💯📈📈📈📈"  
[X Link](https://x.com/MartyChargin/status/2020550110619603315)  2026-02-08T17:27Z 49.7K followers, [---] engagements


"@DBclouds99 $FSLR . Yo Dan. It sure has💯. They are scheduled to report earnings on February [--]. maybe a catalyst"  
[X Link](https://x.com/MartyChargin/status/2020668788824240315)  2026-02-09T01:19Z 49.7K followers, [--] engagements


"$MU . Samsung Electronics Co. Ltd. (OTC:SSNLF) is stepping deeper into the race for next-generation AI memory chips as the sixth-generation high-bandwidth memory (HBM4) supply battle tightens around a smaller group of major players. HBM4 Supply Narrows To Samsung And SK Hynix SemiAnalysis reported that Nvidia Corp. (NASDAQ:NVDA) plans to source HBM4 for its next-generation "Vera Rubin" AI chips almost entirely from SK Hynix and Samsung with Micron Technology Inc. (NASDAQ:MU) no longer in the mix. The firm cut Micron's projected HBM4 share for Vera Rubin to zero and now expects SK Hynix to"  
[X Link](https://x.com/MartyChargin/status/2020818461623246887)  2026-02-09T11:14Z 49.7K followers, [----] engagements


"@chung55 $LITE $CIEN $VIAV $AAOI . That will take a sustained rally in these stocks. and/or a slump in memory"  
[X Link](https://x.com/MartyChargin/status/2020824045684658480)  2026-02-09T11:36Z 49.7K followers, [---] engagements


"$LLY . Eli Lilly to acquire Orna Therapeutics to expand in vivo CAR-T and genetic medicine platform (1058.18) Eli Lilly and Company agreed to acquire Orna Therapeutics in a cash transaction valued at up to $2.4 bln including upfront consideration and development milestone payments. Co plans to integrate Orna's in vivo CAR-T platform which uses circular RNA and lipid nanoparticles to generate cell therapies directly in patients reducing reliance on ex vivo manufacturing. The deal adds ORN-252 a CD19-targeting in vivo CAR-T program aimed at B-cell--driven autoimmune diseases an area where early"  
[X Link](https://x.com/MartyChargin/status/2020840140181217666)  2026-02-09T12:40Z 49.7K followers, [----] engagements


"@_HalalTrader_ $MU Yeah it is a game they are gonna take out stops today and run it up later this week"  
[X Link](https://x.com/MartyChargin/status/2020863918894149684)  2026-02-09T14:14Z 49.7K followers, [----] engagements


"@_HalalTrader_ $MU.🤣😂📈"  
[X Link](https://x.com/MartyChargin/status/2020906129832759494)  2026-02-09T17:02Z 49.7K followers, [---] engagements


"@chung55 $MNDY . 🤣😂😂🤣📉. Or maybe. a Stormy Monday. Ouch. that was gotta hurt💯.and certainly gonna leave a mark"  
[X Link](https://x.com/MartyChargin/status/2020953504005882199)  2026-02-09T20:10Z 49.7K followers, [---] engagements


"@randycrossFB @histepper33 Roger was a great football player. and a way better human being. A great father and a funny SOB too. The dude is a jokester for sure"  
[X Link](https://x.com/MartyChargin/status/2020974091508027443)  2026-02-09T21:32Z 49.7K followers, [---] engagements


"@cfromhertz $SNDK . Yo Christian. would you say it is flagging nicely. once again"  
[X Link](https://x.com/MartyChargin/status/2021003552865542300)  2026-02-09T23:29Z 49.7K followers, [----] engagements


"@Pat1Hash8368 @Dragon0730wood $VAL she is taken now😂🤣"  
[X Link](https://x.com/MartyChargin/status/2021016395786670193)  2026-02-10T00:20Z 49.7K followers, [--] engagements


"@cha12771 $NVO . Yeah. it has been doing that for quite some time"  
[X Link](https://x.com/MartyChargin/status/2021191169363865969)  2026-02-10T11:55Z 49.7K followers, [--] engagements


"@sergiustrading $SPOT . These numbers are important. Total Monthly Active Users ("MAUs") up 11% yr/yr to [---] mln. Premium Subscribers up 10% yr/yr to [---] mln. The stock has been beaten down. time for a relief rally on "better than feared" data"  
[X Link](https://x.com/MartyChargin/status/2021199044664807522)  2026-02-10T12:26Z 49.7K followers, [---] engagements


"@mirsblog @TheRonnieVShow $OSCR . A twitter favorite"  
[X Link](https://x.com/MartyChargin/status/2021226978133545319)  2026-02-10T14:17Z 49.7K followers, [---] engagements


"@sp3cul8r $BE . I like it"  
[X Link](https://x.com/MartyChargin/status/2021235433049407572)  2026-02-10T14:50Z 49.7K followers, [---] engagements


"@NewsFromWSB $AEO .Yes . Wake up the markets with Sydney Sweeney. sounds good to me😂🤣"  
[X Link](https://x.com/MartyChargin/status/2021243063062978649)  2026-02-10T15:21Z 49.7K followers, [---] engagements


"@Crismo999 @sp3cul8r $XOM $BE . you tell me"  
[X Link](https://x.com/MartyChargin/status/2021301523578232950)  2026-02-10T19:13Z 49.7K followers, [---] engagements


"$TOL $NVR $MHO $GRBK . These housing stocks are looking a bit healthier these days. new high for the Toll Brothers"  
[X Link](https://x.com/MartyChargin/status/2021293302612717591)  2026-02-10T18:40Z 49.7K followers, [----] engagements


"@gmorton512 $CROX . Yo Greg. I like it👍👍. Did you know Crocs Inc. hired Sydney Sweeney to promote their Hey Dude brand a year before American Eagle. It has not worked out for them as it has at $AEO"  
[X Link](https://x.com/MartyChargin/status/2021939266990043217)  2026-02-12T13:27Z 49.7K followers, [---] engagements


"$STRL . Stifel started coverage on Sterling Infrastructure (STRL) at Buy tgt $486; STRL is the largest excavating contractor in the US with a focus on site development highway and concrete slab work. They like the outsized exposure to secular growth themes including AI & cloud computing onshoring and e-commerce (together 50% of revenue). These large projects have higher barriers to entry and strong profitability profiles. STRL's track record scale vertical integration and technology leadership (BIM drones telematics) are all differentiators. They see an opportunity for the valuation discount"  
[X Link](https://x.com/MartyChargin/status/2021948121346117929)  2026-02-12T14:02Z 49.7K followers, [----] engagements


"$MGA . This group has been strong. Magna beats by $0.38 beats on revs; guides FY26 EPS above consensus revs in-line; raises dividend (57.82 +0.04) Reports Q4 (Dec) earnings of $2.18 per share excluding non-recurring items $0.38 better than the FactSet Consensus of $1.80; revenues rose 2.1% year/year to $10.85 bln vs the $10.56 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $6.25-7.25 excluding non-recurring items vs. $5.98 FactSet Consensus; sees FY26 revs of $41.9-43.5 bln vs. $42.13 bln FactSet Consensus. Co's Board of Directors declared a fourth quarter dividend of $0.495"  
[X Link](https://x.com/MartyChargin/status/2022273358663217168)  2026-02-13T11:35Z 49.7K followers, [----] engagements


"$TM Toyota Motor (TM) is looking at a 20% return on equity target for fiscal [----] doubling market forecasts of 11% Nikkei reported Wednesday citing an unnamed company executive. Shares of the company were up nearly 9% in recent Thursday premarket activity"  
[X Link](https://x.com/MartyChargin/status/1872263014386380814)  2024-12-26T12:47Z 49.7K followers, [----] engagements


"$APP AppLovin Corp. retains Quinn Emanuel Firm to investigate recent short report activity AppLovin Corporation (NASDAQ: APP) ("AppLovin" or the "Company") today announced that it has retained Alex Spiro partner and Co-Chair of the Investigations Government Enforcement & White Collar Defense Practice at Quinn Emanuel Urquhart & Sullivan a nationally recognized legal firm with deep expertise in securities and corporate investigations to conduct an independent review and investigation into recent short report activity targeting the Company. https://twitter.com/i/web/status/1905594218955112800"  
[X Link](https://x.com/MartyChargin/status/1905594218955112800)  2025-03-28T12:14Z 49.7K followers, [----] engagements


"$MOH . OOPS . MOH Shares of U.S. health insurer Molina Healthcare MOH.N plunge 20% to $154.50 premarket after co cuts annual profit forecast citing higher medical costs CEO Joseph Zubretsky says half of company's underperformance is driven by Marketplace business which serves individuals under the Affordable Care Act also known as Obamacare. Co says it continues to experience much higher levels of utilization in Marketplace business offsetting strong margins in Medicaid. Elevance Health ELV.N had also flagged higher costs in Medicaid business as higher enrollment in government plans for"  
[X Link](https://x.com/MartyChargin/status/1981304142963626253)  2025-10-23T10:18Z 49.7K followers, [----] engagements


"$ARMK . Aramark (ARMK) reported fiscal Q4 adjusted earnings Monday of $0.57 per diluted share up from $0.54 a year earlier. Analysts polled by FactSet expected $0.64. Revenue for the quarter ended Oct. [--] was $5.05 billion compared with $4.42 billion a year earlier. Analysts surveyed by FactSet expected $5.16 billion. For fiscal [----] the company said it expects adjusted EPS of $2.18 to $2.28. Analysts polled by FactSet expect $2.27. Revenue for the fiscal year is projected to be $19.55 billion to $19.95 billion. Analysts surveyed by FactSet expect $19.69 billion."  
[X Link](https://x.com/MartyChargin/status/1990391342489604160)  2025-11-17T12:07Z 49.7K followers, [----] engagements


"$CELC $ARQT $VRDN $IMNM . Quite a few biotech/drug stocks continue to act well"  
[X Link](https://x.com/MartyChargin/status/1991942512018386990)  2025-11-21T18:51Z 49.7K followers, [----] engagements


"$VRT $SOFI . Are you buying/selling a stock because it was included/excluded from an index . From IBD . "Vertiv stock and SoFi Technologies (SOFI) were notable S&P [---] snubs. Both fell late Friday. I imagine those dips will be short lived"  
[X Link](https://x.com/MartyChargin/status/1997673970343219637)  2025-12-07T14:26Z 49.7K followers, [----] engagements


"$IMNM . Boom. there it is. https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073 https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073"  
[X Link](https://x.com/MartyChargin/status/2000684698280894611)  2025-12-15T21:49Z 49.7K followers, [----] engagements


"$BIRK . Tariff impact. Birkenstock BIRK.N on Thursday forecast fiscal [----] profit below Wall Street expectations and annual revenue growth lower than the last two years in a sign that tariff uncertainty is dampening demand for the German footwear company. Its shares fell 7% in premarket trading after the company forecast a [---] basis points hit to its annual gross margins from U.S. import duties. Birkenstock known for its higher-priced "Arizona" sandals and "Boston" clogs joins a long list of global consumer companies whose business operations have been hobbled by sweeping U.S. tariffs while"  
[X Link](https://x.com/MartyChargin/status/2001622955860840554)  2025-12-18T11:57Z 49.7K followers, [----] engagements


"$ORCL $CRWV $MSTR $SBET . Some artificial intelligence and crypto stocks. have already spit the bit"  
[X Link](https://x.com/MartyChargin/status/2005836156890497483)  2025-12-30T02:59Z 49.7K followers, [----] engagements


"$AXSM Axsome Therapeutics Says US FDA Accepts New-Drug Application Filing for Alzheimer's Disease Agitation Drug. Axsome Therapeutics (AXSM) said Wednesday the US Food and Drug Administration has accepted for filing and granted priority review to a supplemental new drug application for AXS-05 to treat Alzheimer's disease agitation. The FDA has set Apr. [--] [----] as a prescription drug user fee act target action date the company said. The supplemental application is supported by results from a clinical development program that included four randomized double-blind controlled phase [--] trials and a"  
[X Link](https://x.com/MartyChargin/status/2006347444456702147)  2025-12-31T12:51Z 49.7K followers, [----] engagements


"$SMR . NuScale Power surged +15% on news that Duke Energy's new nuclear plant filing specifically shortlists SMR's VOYGR design. The move was aggressive on significantly higher-than-average volume suggesting a frantic chase for exposure. But with the company still years from profitability and burning cash is this a true fundamental re-rate or just a speculative liquidity grab on a popular narrative While the immediate financials remain weak the move was driven by a significant de-risking of NuScale's future business case. This is a clear shift from speculative technology to a viable solution"  
[X Link](https://x.com/MartyChargin/status/2008164734223417792)  2026-01-05T13:12Z 49.7K followers, [----] engagements


"$SCCO $HYMC $AG $AU . These gold silver and copper stocks are sexy vixens. they whisper to me. "come hither" 🤣😂"  
[X Link](https://x.com/MartyChargin/status/2008586168393453842)  2026-01-06T17:07Z 49.7K followers, [----] engagements


"$KRMN . a stock on our ready list. it looks like it was definitely ready to go"  
[X Link](https://x.com/MartyChargin/status/2008708591444951087)  2026-01-07T01:13Z 49.7K followers, [----] engagements


"$GMED . GMED Globus Medical Inc. (NYSE: GMED) a leading musculoskeletal solutions company today announced preliminary unaudited sales results for the fourth quarter and full year ended December [--] [----]. The company anticipates fourth quarter [----] sales of approximately $823.2 million an increase of [----] percent over the fourth quarter [----] on an as-reported basis. Full year [----] sales are expected to be approximately $2.936 billion an increase of [----] percent over the prior year on an as-reported basis. The Company established its full year [----] revenue guidance range of $3.18 billion to"  
[X Link](https://x.com/MartyChargin/status/2009072421777887311)  2026-01-08T01:19Z 49.7K followers, [----] engagements


"$COST . Costco (COST) reports December adjusted comparable sales of +6.2%"  
[X Link](https://x.com/MartyChargin/status/2009254503556493602)  2026-01-08T13:22Z 49.7K followers, [----] engagements


"$ATEC . This stock is getting some pin action from the Globus Medical announcement last night"  
[X Link](https://x.com/MartyChargin/status/2009310932829409530)  2026-01-08T17:07Z 49.7K followers, [----] engagements


"$WDFC .FY [----] guidance reaffirmed; management highly confident in delivering results at the mid-to-high end of our guidance ranges. FY [----] net sales: $630M$655M (pro forma excluding homecare/cleaning held for sale) representing 5%9% growth from pro forma FY25. FY [----] gross margin: 55.5%56.5%. FY [----] advertising & promotion: around 6% of net sales. FY [----] operating income: $103M$110M representing 5%12% growth from pro forma FY25. FY [----] income tax rate: 22.5%23.5%. FY [----] diluted EPS: $5.75$6.15 based on 13.4M weighted average shares outstanding; represents 5%12% growth over pro forma"  
[X Link](https://x.com/MartyChargin/status/2009419249794928679)  2026-01-09T00:17Z 49.7K followers, [----] engagements


"$CRDO . Credo Technology Group: Credo Gives Zero Flaps--Top Pick For [----] -- Needham (141.59) Analyst N. Quinn Bolton commented "With significant near-term opportunities ahead as AEC adoption proliferates across hyperscalers and as new products ramp to production we expect Credo to beat current consensus estimates and believe FY28 NG EPS may exceed $5.00. Reflecting the company's impressive revenue growth and net margin we expect CRDO will find investor support at or below a 30X forward P/E multiple (stock currently at a 31.7X multiple of consensus FY28 NG EPS). As the company delivers upside"  
[X Link](https://x.com/MartyChargin/status/2009609076129546563)  2026-01-09T12:51Z 49.7K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@MartyChargin Avatar @MartyChargin Marty Chargin

Marty Chargin posts on X about beats by, rose, stocks, share the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

  • [--] Week [-------] +51%
  • [--] Month [---------] +61%
  • [--] Months [---------] -26%
  • [--] Year [----------] -8%

Mentions: [---] #

Mentions Line Chart

  • [--] Week [---] -20%
  • [--] Month [-----] +32%
  • [--] Months [-----] +1.20%
  • [--] Year [-----] +23%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.19%
  • [--] Month [------] +0.75%
  • [--] Months [------] +5.70%
  • [--] Year [------] +14%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #6154 finance 20.6% cryptocurrencies 10.3% technology brands 6.18% countries 2.25% exchanges #4681 currencies 0.75% automotive brands 0.75% social networks 0.75% travel destinations 0.75%

Social topic influence beats by #51, rose #759, stocks #1127, share 7.3%, $mu #25, $be 3.18%, top performing #5, $sndk #19, up to 2.62%, $bros #51

Top accounts mentioned or mentioned by @malibuinvest @gmorton512 @venkatp1359 @andyfanter @dullesparis @crismo999 @ballerdk22 @chung55 @pat1hash8368 @floridatrader2 @pisani777 @sp3cul8r @epictrades1 @smartertrader @sergiustrading @baconbuttyman @vwap88 @newsfromwsb @runkmcc @patchangel2

Top assets mentioned Micron Technology, Inc. (MU) Bloom Energy Corporation (BE) Sandisk Corporation (SNDK) Dutch Bros, Inc. (BROS) TTM Technologies Inc (TTMI) Vertiv Holdings Co (VRT) Immunome, Inc. (IMNM) Coherent Inc (COHR) Medline Inc. (MDLN) Lumentum Holdings Inc. Common Stock (LITE) Ciena Corporation (CIEN) American Eagle Outfitters (AEO) Brinker International, Inc. (EAT) Amphenol Corporation (APH) Fastly, Inc. (FSLY) aelf (ELF) GE Vernova Inc. (GEV) Karman Holdings Inc (KRMN) Viavi Solutions Inc. Common Stock (VIAV) Sterling Infrastructure, Inc. Common Stock (STRL) Crocs, Inc. (CROX) Allegro Microsystems Inc (ALGM) Western Digital Corp (WDC) CatCoin (CAT) PancakeSwap (CAKE) Stacks (STX) AngloGold Ashanti Limited (AU) Astera Labs, Inc. (ALAB) Tidewater, Inc. (TDW) Cisco Systems Inc (CSCO) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Bristol-Myers Squibb Co (BMY) Validity (VAL) AppLovin Corporation (APP) Howmet Aerospace Inc (HWM) Galaxy Digital Inc. (GLXY) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Coldstack (CLS) Sanmina Corp (SANM) Hasbro, Inc. (HAS) General Electric Company (GE) United Parcel Service, Inc. (UPS) Nextracker Inc. (NXT) Weatherford International plc Ordinary Shares (WFRD)

Top Social Posts

Top posts by engagements in the last [--] hours

"$AEO . The daily American Eagle post. hey. at least it is not crashing like some others"
X Link 2026-02-05T15:04Z 49.7K followers, [----] engagements

"$WLDN . Willdan Group (WLDN) has been selected by the City of San Diego to implement a $112 million energy savings performance contract. This contract supports energy and water efficiency across [--] city facilities decarbonizes [--] of those facilities and upgrades [-----] city-owned streetlight fixtures. The resulting projects will include electrification measures battery energy storage systems electrification for HVAC and water heating systems and solar infrastructure. https://twitter.com/i/web/status/2021954844823884264 https://twitter.com/i/web/status/2021954844823884264"
X Link 2026-02-12T14:29Z 49.7K followers, [----] engagements

"$WDC $SNDK . Sandisk is a recent spinoff from Western Digital. on the "watch list".for now"
X Link 2025-03-10T23:48Z 49.6K followers, [----] engagements

"$MNTN $GLXY . These two"
X Link 2025-07-18T02:40Z 49.6K followers, [----] engagements

"$IONS Ionis Pharma announces positive topline results from the pivotal Phase [--] CORE and CORE2 studies of olezarsen in people with severe hypertriglyceridemia. Up to 72% (p0.0001) placebo-adjusted mean reduction in fasting triglycerides.85% (p=0.0002) reduction in acute pancreatitis events the first and only time achieved for the treatment of sHTG.Favorable safety and tolerability profile.sNDA submission planned by end of year. https://twitter.com/i/web/status/1962858378931408914 https://twitter.com/i/web/status/1962858378931408914"
X Link 2025-09-02T12:41Z 49.7K followers, [----] engagements

"$VLO $EQT $DK $IMO . Some of the oil and gas stocks are starting to heat up and look pretty decent"
X Link 2025-11-08T13:12Z 49.7K followers, [----] engagements

"$SBLK $DAC $SHIP $DSX . Its shipping time"
X Link 2025-12-03T19:33Z 49.6K followers, [----] engagements

"$DAC $SBLK $SHIP $CMRE $NMM . Geez . I wonder why shipping stocks are doing so well"
X Link 2025-12-04T02:13Z 49.6K followers, [----] engagements

"$IMNM $STOK $EWTX $NKTR . A few biotech/drug stocks of interest. I am long one.bout to long another one or two soon"
X Link 2025-12-14T14:40Z 49.7K followers, [----] engagements

"$JBL . Reports Q1 (Nov) earnings of $2.85 per share excluding non-recurring items $0.15 better than the FactSet Consensus of $2.70; revenues rose 18.7% year/year to $8.31 bln vs the $8.03 bln FactSet Consensus. Co issues in-line guidance for Q2 (Feb) sees EPS of $2.27-2.67 excluding non-recurring items vs. $2.39 FactSet Consensus; sees Q2 revs of $7.50-8.00 bln vs. $7.52 bln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $11.55 excluding non-recurring items vs. $11.07 FactSet Consensus; sees FY26 revs of $32.40 bln vs. $31.42 bln FactSet Consensus."Fiscal [----] is off to an"
X Link 2025-12-17T12:54Z 49.7K followers, [----] engagements

"$ZETA . Today at CES [----] Zeta Global (NYSE:ZETA) the AI Marketing Cloud announced a strategic collaboration with OpenAI to power the conversational intelligence and agentic applications behind Athena by Zeta its superintelligent agent built for enterprise marketing. OpenAI models will support Athena's next phase of development enabling more intuitive and intelligent experiences for enterprise marketers. Zeta also expanded beta access to Athena meeting strong demand from enterprises seeking answer-driven marketing at scale. First introduced at Zeta Live Athena adapts to each user's goals and"
X Link 2026-01-05T21:25Z 49.6K followers, [----] engagements

"$CAT $RH $ELF $KMX . There may be some folks speculating on a SCOTUS tariff ruling soon"
X Link 2026-01-08T17:19Z 49.7K followers, [----] engagements

"$SG . what are we calling this . Perhaps the . HHS Trade"😂🤣🤣😂📈"
X Link 2026-01-08T18:10Z 49.7K followers, [----] engagements

"$INSM . Insmed (INSM) reported preliminary [----] revenue Friday of $606.4 million up 67% year over year. Analysts polled by FactSet expect $518 million. US revenue for the year grew 78% to $453 million while international sales jumped 41% to $153.5 million according to Insmed. The company said it will report final Q4 and [----] financial results in February. https://twitter.com/i/web/status/2009627286879039716 https://twitter.com/i/web/status/2009627286879039716"
X Link 2026-01-09T14:04Z 49.6K followers, [----] engagements

"$BJRI $EAT $CAKE $BROS . The retail restaurant group is starting to show some signs of life. who likes cake"
X Link 2026-01-11T13:24Z 49.6K followers, [----] engagements

"$DIN $EAT $CAKE . Dine and. then eat cake Not a bad idea👍👍. the retail restaurant group is showing strength"
X Link 2026-01-12T19:18Z 49.6K followers, [----] engagements

"$FTAI . surfing stock"
X Link 2026-01-13T17:46Z 49.6K followers, [----] engagements

"$TTMI . TTM Tech discloses comments made at conference - "will double our earnings from '25 to '27." (93.24) During the public webcast of the fireside chat in response to the mediator's question to Dr. Roks regarding what has stood out to him the most from a technology standpoint since he joined the Company the answer disclosed by Dr. Roks included the following projections and forward-looking statements: "I can disclose here that over the coming three years every year we will grow between [--] and [--] percent topline. And we will double our earnings from '25 to '27.""
X Link 2026-01-14T11:29Z 49.6K followers, [----] engagements

"$MU . Cantor Fitzgerald Adjusts PT on Micron Technology to $450 From $350 Maintains Overweight Rating"
X Link 2026-01-14T12:01Z 49.6K followers, [----] engagements

"$STX . Seagate Tech: Bernstein flags Seagate as a top long-term storage pick citing HAMR leadership and a widening margin advantage over Western Digital(318.44) Analyst Mark Newman highlighted "In addition to SanDisk as our pick in memory Seagate is our long-term pick in storage. Among NAND DRAM and HDD segments HDD has the lowest risk of capacity additions which is supportive for longer term pricing and profitability. In highly concentrated markets such as HDD incremental capacity additions tend to be disciplined: with few competitors suppliers are more inclined to prioritize profitability"
X Link 2026-01-14T13:10Z 49.6K followers, [----] engagements

"$AU . This stock is pure gold📈🪙. now trading at the psychological $100 level. is Mutombo around today Or. will it trade though $100 like poop through a goose"
X Link 2026-01-14T14:39Z 49.6K followers, [----] engagements

"$ALMS . James B. Tananbaum 10% Owner Director on January [--] [----] executed a purchase for [------] shares in Alumis (ALMS) for $6999988. Following the Form [--] filing with the SEC Tananbaum has control over a total of [--------] common shares of the company with [--------] controlled indirectly. https://twitter.com/i/web/status/2011454257711726812 https://twitter.com/i/web/status/2011454257711726812"
X Link 2026-01-14T15:04Z 49.6K followers, [----] engagements

"$ISRG . Intuitive Surgical raises Q4 guidance but stock stumbles as investors weigh growth decline (ISRG) Intuitive Surgical (ISRG) raised its Q4 revenue guidance ahead of its presentation at the J.P. Morgan Healthcare Conference forecasting approximately $2.866 bln up from its previous estimate of $2.72 bln. However the stock is trading sharply lower as the updated figures signal a deceleration in growth that appears to have fallen short of high-end investor expectations. The updated guidance translates into solid year-over-year revenue growth of 18.8% though this represents a notable"
X Link 2026-01-14T16:50Z 49.7K followers, [----] engagements

"$PEN . Boston Scientific (BSX) said Thursday it has agreed to acquire Penumbra (PEN) in a cash and stock deal for an enterprise value of $14.5 billion. Under the agreement Penumbra stockholders can receive either $374 in cash or [------] Boston Scientific shares subject to proration. The total transaction is expected to be paid around 73% in cash and about 27% in shares Boston Scientific said. Adam Elsesser Penumbra's chairman and chief executive officer has elected to receive Boston Scientific shares for his Penumbra shares the company added. Boston Scientific said it plans to finance the"
X Link 2026-01-15T13:05Z 49.7K followers, [----] engagements

"$TTMI . Yo. Mr. $100.00 level. I am back.and gonna knock you down😂🤣💯"
X Link 2026-01-15T14:37Z 49.6K followers, [----] engagements

"$ENTG . This semiconductor equipment stock making a nice move with volume. one that shall not be ignored"
X Link 2026-01-15T19:02Z 49.7K followers, [----] engagements

"@gmorton512 @IBD_ECarson $MDLN . Yo Greg . Yeah. I could not count all of the coverage as I ran out of fingers and toes😂🤣. I am glad that you are a stickler for the details. I may take a swing at that one.It may be a home run"
X Link 2026-01-16T13:21Z 49.7K followers, [---] engagements

"$CCJ $APH $ALAB $IREN . We had quite a few winning stocks at last week. These are just four of them. We also had a loser in Eli Lilly and that is just trading. Check us out with a 25% off offer this week. http://mcstockcharts.com http://mcstockcharts.com"
X Link 2026-01-17T13:22Z 49.6K followers, [----] engagements

"@VenkatP1359 $IREN $APH $TTMI . Yo Venkat. those are three good stocks you have there. I may own a few of those myself. $IREN dropped to $33 recently.now $57. moves fast but not too wild"
X Link 2026-01-17T14:10Z 49.6K followers, [---] engagements

"@VenkatP1359 $TTMI $CLS $SANM . Yo Venkat . I like all three👍👍📈📈📈 A nice breakout last week on TTM Technologies. Sola Brothers not gonna be denied"
X Link 2026-01-17T15:22Z 49.6K followers, [---] engagements

"$SNDK $FIGR . There is at least one stock that is outperforming Sandisk in [----]. Go Figure"
X Link 2026-01-17T18:32Z 49.6K followers, [----] engagements

"$SANM $TTMI $CLS $JBL . This is another strong group. better know their earnings dates these days"
X Link 2026-01-18T14:47Z 49.7K followers, [----] engagements

"$BE $GEV $FLNC $CEG . The alternative energy group. quite the divergence for Constellation"
X Link 2026-01-18T14:49Z 49.7K followers, [----] engagements

"$DHI . DHI D.R. Horton Q1 EPS $2.03 Beats $1.95 Estimate Sales $6.886B Beat $6.603B Estimate. D.R. Horton (NYSE:DHI) reported quarterly earnings of $2.03 per share which beat the analyst consensus estimate of $1.95 by [----] percent. This is a [-----] percent decrease over earnings of $2.61 per share from the same period last year. The company reported quarterly sales of $6.886 billion which beat the analyst consensus estimate of $6.603 billion by [----] percent. This is a [----] percent decrease over sales of $7.613 billion the same period last year."
X Link 2026-01-20T11:40Z 49.7K followers, [----] engagements

"$HAS . Shouldnt Bowser be at Chewy . Hasbro (HAS) announced that Doug Bowser retired President and Chief Operating Officer of Nintendo of America (NTDOY) and Carla Vernn Chief Executive Officer of The Honest Company (HNST) have been appointed to Hasbro's Board of Directors. https://twitter.com/i/web/status/2013609578554949648 https://twitter.com/i/web/status/2013609578554949648"
X Link 2026-01-20T13:48Z 49.7K followers, [----] engagements

"$BROS . I thought for sure this stock would be hit hard by tariff talk. after all. they are Dutch"😂🤣"
X Link 2026-01-20T15:01Z 49.7K followers, [----] engagements

"$NATH . Nathan's Famous to be acquired by Smithfield Foods (SFD) for $102.00/share in cash (92.73) Cos announced they have entered into a definitive merger agreement for Smithfield Foods to acquire all of Nathan's Famous' issued and outstanding shares for $102.00 per share in cash which represents an enterprise value of approximately $450 million. The transaction represents a valuation of approximately 12.4x Nathan's Famous's LTM adjusted EBITDA and a multiple of approximately 10.0x post-synergies. Smithfield Foods expects to achieve annual cost synergies of approximately $9 million by the"
X Link 2026-01-21T11:55Z 49.7K followers, [----] engagements

"$IONS . Ionis Pharma and Otsuka Pharmaceutical Co. announced that the European Commission has approved DAWNZERA in the European Union for the routine prevention of recurrent attacks of hereditary angioedema in adults and adolescents aged [--] years and older (77.53) The approval follows the positive opinion of the Committee for Medicinal Products for Human Use. The approval is based on positive results from the Phase [--] OASIS-HAE and OASISplus studies in which DAWNZERA demonstrated positive results across multiple measures of disease including significant and sustained reduction in mean monthly"
X Link 2026-01-21T12:13Z 49.7K followers, [----] engagements

"$PAVM . PAVmed (PAVM) subsidiary Lucid Diagnostics (LUCD) said Wednesday it won a contract from the US Department of Veterans Affairs for its EsoGuard esophageal DNA test for esophageal precancer testing. Financial terms of the contract were not disclosed. The contract includes pre-negotiated pricing for the test that matches the established Medicare payment rate determined by the Centers for Medicare & Medicaid Services enabling access through a single national procurement framework the company said. https://twitter.com/i/web/status/2014026297031401584"
X Link 2026-01-21T17:24Z 49.7K followers, [----] engagements

"$COHR $LITE . Now. this is my kinda beverage. what I now call a . COHR LITE"😂🤣"
X Link 2026-01-21T19:49Z 49.6K followers, [----] engagements

"$TTMI . This one is knocking at the $100 door .again. see if it can break on through"
X Link 2026-01-21T19:51Z 49.7K followers, [----] engagements

"$COHR . This stock is looking like it wants to break out of its box today. we shall see"
X Link 2026-01-22T09:36Z 49.7K followers, [----] engagements

"$ACMR . Co issues narrows guidance for FY25 (Dec) sees FY25 (Dec) revs of $885-900 mln from $875-925 mln vs. $907.51 mln FactSet Consensus. Co issues upside guidance for FY26 (Dec) sees FY26 (Dec) revs of $1.08-1.175 bln vs. $1.06 bln FactSet Consensus."We plan for a higher revenue growth rate in [----] amidst healthy investments in production capacity and market share gains from our newer products" said Dr. David Wang ACM's President and Chief Executive Officer. "We anticipate relatively stable WFE spending by our customers with incremental contribution from our single-wafer SPM cleaning tools"
X Link 2026-01-22T11:37Z 49.6K followers, [----] engagements

"$LTH . Life Time sees Q4 EPS and revs above consensus; introduces select financial guidance for FY [----] (27.91) Co issues upside guidance for Q4 (Dec) sees EPS of $0.32-0.34 excluding non-recurring items vs. $0.27 FactSet Consensus; sees Q4 (Dec) revs of $743-745 mln vs. $736.67 mln FactSet Consensus. Co issues in-line guidance for FY26 (Dec) sees FY26 (Dec) revs of $3.30-3.33 bln vs. $3.31 bln FactSet Consensus.FY26 Adjusted EBITDA $910 -- $925 https://twitter.com/i/web/status/2014304863484801226 https://twitter.com/i/web/status/2014304863484801226"
X Link 2026-01-22T11:51Z 49.7K followers, [----] engagements

"$ISRG . Intuitive Surgical beats by $0.26 beats on revs worldwide procedures (da Vinci and Ion combined) grew approximately 18%; Guides for FY26 worldwide da Vinci procedure growth of approximately 13% to 15% (525.81 +2.12) Reports Q4 (Dec) earnings of $2.53 per share excluding non-recurring items $0.26 better than the FactSet Consensus of $2.27; revenues rose 18.8% year/year to $2.87 bln vs the $2.76 bln FactSet Consensus. Worldwide procedures (da Vinci and Ion combined) grew approximately 18% compared with the fourth quarter of [----]. Da Vinci procedures grew approximately 17% and Ion"
X Link 2026-01-22T21:11Z 49.7K followers, [----] engagements

"$COF . Whats in your. never mind.Capital One misses by $0.28 reports revs in-line; confirms it will acquire Brex Inc. (235.93 +4.92) Reports Q4 (Dec) earnings of $3.86 per share excluding non-recurring items $0.28 worse than the FactSet Consensus of $4.14; adjusted revenues rose 53.3% year/year to $15.62 bln vs the $15.47 bln FactSet Consensus.Provision for credit losses increased $1.4 bln to $4.1 bln: Net charge-offs of $3.8 billion $302 million loan reserve build. Co also confirms it has entered into a definitive agreement to acquire Brex Inc. for $5.15 bln with approximately 50% cash and"
X Link 2026-01-22T21:13Z 49.6K followers, [----] engagements

"@VenkatP1359 $GE $FTAI $KRMN . Yeah. for the most part . the sector was down and disappointed the USA is not using force to acquire Greenland😂🤣. with a few exceptions.as usual"
X Link 2026-01-23T00:02Z 49.7K followers, [---] engagements

"$FTNT . Fortinet: Revising FY26 Estimates; Little Downside or Upside -- Oppenheimer (77.62) Analyst Ittai Kidron added "Our checks indicated stable FW share dynamics in 4Q25 but a declining [----] EoS refresh opportunity. Therefore we maintain an in-line stance on 4Q25 but lower our [----] product and services revenue growth outlook. We have a greater appreciation for the lag between maintenance/subscription (Services) growth and Product growth. We expect continued Services deceleration through 1H26 before accelerating in 2H26. Positively we see potential for improvement in SASE growth rates near"
X Link 2026-01-23T12:59Z 49.7K followers, [----] engagements

"TOP PERFORMING INDUSTRY GROUPS [----] The computer data storage mining metals Mining gold/silver semiconductor equipment and retail-restaurants industry groups are the top performing groups year to date. I know it is a small sample size. But this is what we have to work with three weeks in [----]. I excluded the media-newspapers group as it is basically NewsCorp and the New York Times. https://twitter.com/i/web/status/2015040711616598055 https://twitter.com/i/web/status/2015040711616598055"
X Link 2026-01-24T12:35Z 49.6K followers, [----] engagements

"#2 MINING METALS The mining metals industry group is the second best performing group in [----]. This group has advanced 31% year to date. Uranium Fuels (UUUU) is the top performing stock in this industry group and it has advanced 75% in 2026"
X Link 2026-01-24T12:47Z 49.6K followers, [----] engagements

"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 46% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 100% in 2026"
X Link 2026-01-24T12:48Z 49.7K followers, [----] engagements

"$LDOS . Leidos to acquire power design firm ENTRUST bolstering its energy infrastructure portfolio (191.23) Co has signed a definitive agreement to acquire ENTRUST Solutions Group from Kohlberg for approximately $2.4 billion accelerating Leidos' position as a leading engineering solutions provider for utilities nationwide. The acquisition will add new capabilities and effectively double the size of Leidos' $600 million energy infrastructure engineering business which has grown on average at double-digit rates while delivering double-digit margins for the past eight years. The transaction is"
X Link 2026-01-26T11:21Z 49.7K followers, [----] engagements

"$NEM $B $AU $AEM . Shares of Newmont (NEM) and Barrick Mining (B) and other gold miners rose in Monday's premarket hours as gold price hit a new record high of $5100 per ounce. According to data from spot gold reached $5109 per ounce early Monday. Shares of Newmont and Agnico Eagle Mines (AEM) were up more than 4%; Kinross Gold (KGC) was 4% higher; Barrick was up more than 3%; and AngloGold Ashanti (AU) rose past 2%. http://GoldPrice.org http://GoldPrice.org http://GoldPrice.org http://GoldPrice.org"
X Link 2026-01-26T11:44Z 49.7K followers, [----] engagements

"$SRPT . Sarepta Announces Positive Topline Three-Year EMBARK Results Showing ELEVIDYS Significantly Slows Disease Progression on Key Functional Measures in Ambulatory Duchenne Patients (21.13) Sarepta Announces Positive Topline Three-Year EMBARK Results Showing ELEVIDYS Significantly Slows Disease Progression on Key Functional Measures in Ambulatory Duchenne Patients https://twitter.com/i/web/status/2015775075388264853 https://twitter.com/i/web/status/2015775075388264853"
X Link 2026-01-26T13:13Z 49.6K followers, [----] engagements

"$COHR . Now trading back above the $200 level. will it be the goose .or the Mutombo"
X Link 2026-01-26T14:49Z 49.6K followers, [----] engagements

"$SANM . Sanmina beats by $0.25 beats on revs; guides Q2 EPS in-line revs below consensus (182.54 +4.71) Reports Q1 (Dec) earnings of $2.38 per share excluding non-recurring items $0.25 better than the FactSet Consensus of $2.13; revenues rose 59.0% year/year to $3.19 bln vs the $3.08 bln FactSet Consensus. Co issues guidance for Q2 sees EPS of 2.25-2.55 excluding non-recurring items vs. $2.27 FactSet Consensus; sees Q2 revs of 3.10-3.40 vs. $3.51 bln FactSet Consensus. "Our Communications Networks and Cloud & AI Infrastructure end-markets continue to be strong as a result of ongoing demand"
X Link 2026-01-26T21:06Z 49.6K followers, [----] engagements

"$UPS . UPS beats by $0.18 beats on revs; guides FY26 revs above consensus (106.97) Reports Q4 (Dec) earnings of $2.38 per share $0.18 better than the FactSet Consensus of $2.20; revenues fell 3.2% year/year to $24.5 bln vs the $24.01 bln FactSet Consensus. Non-GAAP adjusted operating margin was 9.8%. Non-GAAP adjusted free cash flow was $5.5 billion. U.S. Domestic revenue of $16.76 bln. International revenue of $5.05 bln. Co issues upside guidance for FY26 sees FY26 revs of $89.7 bln vs. $88.05 bln FactSet Consensus.The company is planning capital expenditures of about $3.0 billion and"
X Link 2026-01-27T11:08Z 49.6K followers, [----] engagements

"$NOC . Northrop Grumman beats by $0.25 reports revs in-line; guides FY26 EPS below consensus revs below consensus (660.97) Reports Q4 (Dec) earnings of $7.23 per share excluding non-recurring items $0.25 better than the FactSet Consensus of $6.98; revenues rose 9.6% year/year to $11.71 bln vs the $11.62 bln FactSet Consensus. Backlog grows to new company record of $95.7 billion driven by full year book to bill of [----]. Aeronautics Systemssales increased $591 million or [--] percent primarily due to a $274 million increase on the F-35 program largely driven by materials volume a $153 million"
X Link 2026-01-27T11:54Z 49.6K followers, [----] engagements

"$RDW . Redwire Corporation (RDW) announced it was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense indefinite-delivery/indefinite-quantity contract with a ceiling of $151B. This contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility. https://twitter.com/i/web/status/2016140072345862303 https://twitter.com/i/web/status/2016140072345862303"
X Link 2026-01-27T13:23Z 49.6K followers, [----] engagements

"$QRVO . Qorvo beats by $0.31 reports revs in-line; guides MarQ EPS below consensus revs below consensus (82.81 +0.31) Reports Q3 (Dec) earnings of $2.17 per share excluding non-recurring items $0.31 better than the FactSet Consensus of $1.86; revenues rose 8.4% year/year to $992.96 mln vs the $988.01 mln FactSet Consensus. Co issues downside guidance for Q4 (Mar) sees EPS of $1.05-1.35 excluding non-recurring items vs. $1.37 FactSet Consensus; sees Q4 revs of $775-825 mln vs. $905.11 mln FactSet Consensus. "Qorvo's December quarterly revenue primarily reflects strength at our largest"
X Link 2026-01-27T21:07Z 49.7K followers, [----] engagements

"$FFIV . F5 Networks beats by $0.79 beats on revs; guides Q2 EPS in-line revs above consensus; raises FY26 EPS and revenue guidance above consensus(270.43 +2.98) Reports Q1 (Dec) earnings of $4.45 per share excluding non-recurring items $0.79 better than the FactSet Consensus of $3.66; revenues rose 7.3% year/year to $822 mln vs the $758.06 mln FactSet Consensus. Co issues guidance for Q2 sees EPS of $3.34-3.46 excluding non-recurring items vs. $3.38 FactSet Consensus; sees Q2 revs of $770-790 mln vs. $748.26 mln FactSet Consensus. Co issues upside guidance for FY26 raises adj. EPS to"
X Link 2026-01-27T21:26Z 49.7K followers, [----] engagements

"$NXT .Breakout Alert. Nextpower beats by $0.16 beats on revs; guides FY26 EPS above consensus revs in-line; approves share repurchase program up to $500 mln(105.91-1.37) Reports Q3 (Dec) earnings of $1.10 per share excluding non-recurring items $0.16 better than the FactSet Consensus of $0.94; revenues rose 33.9% year/year to $909.4 mln vs the $813.82 mln FactSet Consensus. Co issues guidance for FY26 sees EPS of $4.26-4.36 excluding non-recurring items vs. $4.25 FactSet Consensus; sees FY26 revs of $3.425-3.500 bln vs. $3.45 bln FactSet Consensus. As we announced in our current report on"
X Link 2026-01-27T21:42Z 49.7K followers, [----] engagements

"$TTMI $BROS . S&P SmallCap [---] constituent TTM Technologies (TTMI) will replace Civitas Resources Inc. (CIVI) in the S&P MidCap [---] and Amneal Pharmaceuticals Inc. (AMRX) will replace TTM Technologies in the S&P SmallCap [---] effective prior to the opening of trading on Friday January [--]. S&P SmallCap [---] constituent SM Energy Co. (SM) is acquiring Civitas Resources in a deal expected to be completed soon pending final closing conditions. SM Energy will remain in the S&P SmallCap [---] post-merger. Dutch Bros (BROS) will replace PotlatchDeltic (PCH) in the S&P MidCap [---] effective prior to the"
X Link 2026-01-27T22:28Z 49.7K followers, [----] engagements

"$TXN . Q4 [----] Earnings Call Guidance Q1 [----] revenue expected in the range of $4.32B to $4.68B. Q1 [----] EPS expected in the range of $1.22 to $1.48. Effective tax rate for [----] expected to be about 13% to 14%. FactSet Q1 [----] EPS consensus is $1.26 revenue consensus is $4.42 bln. https://twitter.com/i/web/status/2016280573783007319 https://twitter.com/i/web/status/2016280573783007319"
X Link 2026-01-27T22:42Z 49.6K followers, [----] engagements

"$SBUX . Starbucks misses by $0.03 beats on revs Global Comparable Store Sales of +4%; guides FY26 EPS in-line (95.72) Reports Q1 (Dec) earnings of $0.56 per share excluding non-recurring items $0.03 worse than the FactSet Consensus of $0.59; revenues rose 5.5% year/year to $9.92 bln vs the $9.65 bln FactSet Consensus. Global comparable store sales increased 4% driven by a 3% increase in comparable transactions and a 1% increase in average ticketNorth America and U.S. comparable store sales increased 4% driven by a 3% increase in comparable transactions and a 1% increase in average ticket"
X Link 2026-01-28T12:59Z 49.6K followers, [----] engagements

"$TTMI . This stock rallied up to $100 this morning. and then. Mutomobo shows up😂🤣📉"
X Link 2026-01-28T15:04Z 49.7K followers, [----] engagements

"$NXT . A breakout following its earnings report from last night"
X Link 2026-01-28T15:09Z 49.7K followers, [----] engagements

"@MalibuInvest $BROS "
X Link 2026-01-28T16:53Z 49.7K followers, [---] engagements

"$MTH . Meritage beats by $0.11 misses on revs; Expects full year [----] home closing volume and revenue to be consistent with full year [----] results (69.18-0.39) Reports Q4 (Dec) earnings of $1.67 per share excluding non-recurring items $0.11 better than the FactSet Consensus of $1.56; revenues fell 11.9% year/year to $1.41 bln vs the $1.51 bln FactSet Consensus. Orders of [----] for the fourth quarter of [----] decreased 2% year-over-year primarily due to 18% lower average absorption pace to [---] per month from [---] per month which was nearly fully offset by an 18% increase in average communities."
X Link 2026-01-28T21:37Z 49.6K followers, [----] engagements

"$VIAV . Viavi beats by $0.03 beats on revs; guides MarQ EPS above consensus revs above consensus; announces restructuring plan which includes a 5% workforce reduction (21.03 +0.33) Reports Q2 (Dec) earnings of $0.22 per share excluding non-recurring items $0.03 better than the FactSet Consensus of $0.19; revenues rose 36.4% year/year to $369.3 mln vs the $365.25 mln FactSet Consensus. Co issues upside guidance for Q3 (Mar) sees EPS of $0.22-0.24 excluding non-recurring items vs. $0.15 FactSet Consensus; sees Q3 revs of $386-400 mln vs. $353.50 mln FactSet Consensus. Restructuring Plan:Co"
X Link 2026-01-28T21:39Z 49.7K followers, [----] engagements

"$LRCX . Q2 [----] Earnings Call Guidance March [----] quarter revenue: $5.7B plus or minus $300M. March [----] quarter gross margin: 49% plus or minus [--] percentage point with slight headwinds from customer mix. March [----] quarter operating margin: 34% plus or minus [--] percentage point. March [----] quarter EPS: $1.35 plus or minus $0.10 based on approximately 1.26B shares. Non-GAAP tax rate expected in the low to mid-teens for calendar [----]. Capital expenditures expected to remain in the 4% to 5% of revenue range going forward. Plans to return at least 85% of free cash flow to shareholders over time."
X Link 2026-01-29T01:11Z 49.6K followers, [----] engagements

"$HON . Honeywell beats by $0.05 misses on revs; guides FY26 EPS in-line revs in-line (216.64) Reports Q4 (Dec) earnings of $2.59 per share excluding non-recurring items $0.05 better than the FactSet Consensus of $2.54; revenues rose 6.4% year/year to $9.76 bln vs the $9.96 bln FactSet Consensus. Co issues in-line guidance for FY26 sees EPS of $10.35-10.65 excluding non-recurring items vs. $10.44 FactSet Consensus; sees FY26 revs of $38.8-39.8 bln vs. $39.64 bln FactSet Consensus. Honeywell Aerospace Spin-Off Now Expected in Third Quarter 2026"
X Link 2026-01-29T11:05Z 49.7K followers, [----] engagements

"$CAT . Caterpillar beats by $0.45 beats on revs(643.28+4.37) Reports Q4 (Dec) earnings of $5.16 per share excluding non-recurring items $0.45 better than the FactSet Consensus of $4.71; revenues rose 17.9% year/year to $19.1 bln vs the $17.85 bln FactSet Consensus. Operating profit for the fourth quarter of [----] was $2.660 billion a decrease of $264 million or 9% compared with $2.924 billion in the fourth quarter of [----]. The decrease was primarily due to unfavorable manufacturing costs of $1.030 billion and higher restructuring costs of $282 million partially offset by the profit impact of"
X Link 2026-01-29T12:25Z 49.7K followers, [----] engagements

"$LMT . Lockheed Martin reports Q4 (Dec) results beats on revs; guides FY26 EPS in-line revs in-line (597.27 +2.32) Reports Q4 (Dec) earnings of $5.80 per share may not be comparable to the FactSet Consensus of $5.81; revenues rose 9.1% year/year to $20.32 bln vs the $19.86 bln FactSet Consensus.Record backlog of $194 billion at end of [----]. Co issues in-line guidance for FY26 sees EPS of $29.35-30.25 vs. $29.52 FactSet Consensus; sees FY26 revs of $77.5-80.0 bln vs. $77.98 bln FactSet Consensus.We expect sales and reported segment operating profit growth of approximately 5% and 25%"
X Link 2026-01-29T12:27Z 49.6K followers, [----] engagements

"$WFRD $TDW $OII $WMB . there is something happening here. what it is"
X Link 2026-01-29T15:07Z 49.6K followers, [----] engagements

"$IBM $GM . This is really starting to have a 1960s feel to it😂🤣. Go Big Blue"
X Link 2026-01-29T15:10Z 49.7K followers, [----] engagements

"$AEO . One of the few stocks trading higher on my screens today. better post now. before it turns negative😂🤣"
X Link 2026-01-29T15:14Z 49.6K followers, [----] engagements

"$MU . This stock pulled back near its five day line this morning. gave it the grandma kiss .and reversed higher"
X Link 2026-01-29T17:44Z 49.6K followers, [----] engagements

"@VenkatP1359 $TTMI Yes indeed a few of its pack leaders got whacked this week . . Sanmina and Celestica"
X Link 2026-01-29T19:35Z 49.7K followers, [---] engagements

"$KLAC . KLA Corporation beats by $0.06 beats on revs; guides Q3 EPS in-line revs in-line (1684.71 +57.51) Reports Q2 (Dec) earnings of $8.85 per share excluding non-recurring items $0.06 better than the FactSet Consensus of $8.79; revenues rose 7.1% year/year to $3.3 bln vs the $3.25 bln FactSet Consensus. Co issues in-line guidance for Q3 sees EPS of $8.30-9.86 excluding non-recurring items vs. $8.97 FactSet Consensus; sees Q3 revs of $3.20-3.50 bln vs. $3.29 bln FactSet Consensus.GAAP gross margin is expected to be in a range of 60.62% +/- 1.00%. Non-GAAP gross margin is expected to be in a"
X Link 2026-01-29T21:10Z 49.7K followers, [----] engagements

"$WDC . Western Digital beats by $0.20 beats on revs; guides MarQ EPS above consensus revs above consensus (278.40 -1.30) Reports Q2 (Dec) earnings of $2.13 per share excluding non-recurring items $0.20 better than the FactSet Consensus of $1.93; revenues rose 25.2% year/year to $3.02 bln vs the $2.93 bln FactSet Consensus. Co issues upside guidance for Q3 (Mar) sees EPS of $2.15-2.45 excluding non-recurring items vs. $1.99 FactSet Consensus; sees Q3 revs of $3.10-3.30 bln vs. $2.98 bln FactSet Consensus. https://twitter.com/i/web/status/2016982648967876973"
X Link 2026-01-29T21:11Z 49.7K followers, [----] engagements

"$SNDK . Not a typo. Sandisk beats by $2.58 beats on revs; guides Q3 EPS above consensus revs above consensus (539.30 +11.67) Reports Q2 (Dec) earnings of $6.20 per share $2.58 better than the FactSet Consensus of $3.62; revenues rose 61.2% year/year to $3.02 bln vs the $2.69 bln FactSet Consensus. Non-GAAP gross margin of 51.1% up [----] ppt qtr/qtr. Datacenter revenue was up 64% sequentially driven by strong adoption among AI infrastructure builders semi-custom customers and technology companies deploying AI at scale. Co issues upside guidance for Q3 sees EPS of $12.00-$14.00 excluding"
X Link 2026-01-29T21:15Z 49.7K followers, 15.7K engagements

"$DECK . Deckers Outdoor beats by $0.56 beats on revs; guides FY26 EPS above consensus revs above consensus (99.87 +2.25) Reports Q3 (Dec) earnings of $3.33 per share excluding non-recurring items $0.56 better than the FactSet Consensus of $2.77; revenues rose 7.1% year/year to $1.96 bln vs the $1.87 bln FactSet Consensus. HOKA brand net sales increased 18.5% to $628.9 million compared to $530.9 million. UGG brand net sales increased 4.9% to $1.305 billion compared to $1.244 billion. Co issues upside guidance for FY26 sees EPS of $6.80-$6.85 excluding non-recurring items vs. $6.41 FactSet"
X Link 2026-01-29T21:16Z 49.7K followers, [----] engagements

"$RIO . Rio Tinto strengthens low-carbon aluminium footprint through joint acquisition of CBA stake (95.13) Rio Tinto and Aluminum Corporation of China Limited (Chalco) agreed to acquire Companhia Brasileira de Alumnio (CBA) via a JV owned 33% by Rio Tinto / 67% by Chalco purchasing Votorantim's 68.596% controlling stake. All-cash price of R$10.50 per share implies a 21.2% premium to the 20-day VWAP; values Votorantim's stake at $902.6 mln (Rio Tinto pro-rata $297.8 mln) subject to approvals and closing conditions. CBA is a vertically integrated low-carbon aluminium platform in Brazil powered"
X Link 2026-01-30T09:49Z 49.7K followers, [----] engagements

"@gmorton512 $SNDK $MU . Yo Greg. if you are not invested in Micron or Sandisk. it does look pretty rough. we need our memory🤣😂 I was glad to see "Holy Hoka". errrr. Deckers do well. The stock has been in a downtrend since the CEO resigned"
X Link 2026-01-30T13:00Z 49.6K followers, [---] engagements

"$GEV . uh-huh"
X Link 2026-01-30T14:47Z 49.7K followers, [----] engagements

"$BA . Boeing awarded a not-to-exceed $2.81 mln US Air Force contract for F-15 Republic of Korea aircraft upgrades"
X Link 2026-01-30T22:27Z 49.7K followers, [----] engagements

"@epictrades1 $RR there was news with Microsoft & it rallied. They did a secondary (of course) and the stock sold off then the deal with Mr. Softy was challenged & down the crapper it went some folks will do anything for money😂🤣"
X Link 2026-01-31T00:48Z 49.7K followers, [----] engagements

"@Roiet549111 $WDC $SNDK $MU $STX Yes they have run hard but its all over now right"
X Link 2026-01-31T01:17Z 49.7K followers, [---] engagements

"TOP PERFORMING INDUSTRY GROUPS [----] The computer data storage semiconductor equipment and mining metals industry groups are the top performing groups year to date"
X Link 2026-01-31T11:38Z 49.7K followers, [----] engagements

"#1 COMPUTER DATA STORAGE The computer data storage industry group is the best performing industry group in [----]. This group has advanced 61% year to date. Sandisk (SNDK) is the top performing stock in this industry group and it has advanced 143% in 2026"
X Link 2026-01-31T11:42Z 49.7K followers, [----] engagements

"#2 SEMICONDUCTOR EQUIPMENT The semiconductor equipment industry group is the second best performing group in [----]. This group has advanced 26% year to date. Ultra Clean Holdings (UCTT) is the top performing stock in this industry group and it has advanced 72% in 2026"
X Link 2026-01-31T11:46Z 49.7K followers, [----] engagements

"#3 MINING METALS The mining metals industry group is the third best performing group in [----]. This group has advanced 25% year to date. Uranium Fuels (UUUU) is the top performing stock in this industry group and it has advanced 54% in 2026"
X Link 2026-01-31T11:47Z 49.7K followers, [----] engagements

"@RayDalio A terrible choice as he is compromised"
X Link 2026-02-01T18:41Z 49.7K followers, [----] engagements

"@Crismo999 @RayDalio 😂🤣 ya know that the next fed governor will do what the administration wants the markets over reaction to the announcement on Friday was a grift . Errrr . Gift👍👍💯📈 especially the metals I expect a rebound this week"
X Link 2026-02-01T19:42Z 49.7K followers, [---] engagements

"$RVTY . Revvity beats by $0.13 beats on revs; guides FY26 EPS above consensus revs above consensus (108.80) Reports Q4 (Dec) earnings of $1.70 per share excluding non-recurring items $0.13 better than the FactSet Consensus of $1.57; revenues rose 5.9% year/year to $772.1 mln vs the $764.35 mln FactSet Consensus. Co issues upside guidance for FY26 sees EPS of $5.35-5.45 vs. $5.32 FactSet Consensus; sees FY26 revs of $2.96-2.99 bln vs. $2.93 bln FactSet Consensus. https://twitter.com/i/web/status/2018282794171187458 https://twitter.com/i/web/status/2018282794171187458"
X Link 2026-02-02T11:18Z 49.7K followers, [----] engagements

"@AndyFanter $DUK . Put a sweater and jacket on inside your homes😂🤣🤣😂. This is mandatory. and not a request🤣😂"
X Link 2026-02-02T12:56Z 49.7K followers, [---] engagements

"$CIEN . Breaking gout of ascending base pattern"
X Link 2026-02-02T17:11Z 49.7K followers, [----] engagements

"$MU $SNDK . Punxsutawney Phil saw his shadow predicting six more weeks of gains for Micron and Sandisk"
X Link 2026-02-02T17:22Z 49.6K followers, [----] engagements

"$RMBS . "Down Goes Frazier.errrr. Rambus. Rambus Reports Fourth Quarter and Fiscal Year [----] Financial Results (113.71 -0.12) Rambus Inc. (RMBS) a provider of industry-leading chips and IP making data faster and safer today reported financial results for the fourth quarter ended December [--] [----]. GAAP revenue for the fourth quarter was $190.2 million licensing billings were $71.5 million product revenue was $96.8 million and contract and other revenue was $21.8 million. The Company also generated $99.8 million in cash from operating activities in the fourth quarter."
X Link 2026-02-02T21:28Z 49.7K followers, [----] engagements

"@InvestmentsPs $CIEN . Thank you for the feedback🙏. Please excuse the typos. Ciena does not have gout😂🤣"
X Link 2026-02-02T21:33Z 49.6K followers, [--] engagements

"@vwap88 $AEO . Yeah.I know what you mean. that stock is so darn sexy.errr. the stock. not the jeans"
X Link 2026-02-02T22:58Z 49.6K followers, [--] engagements

"@MeisseliMeno $MRAM . Yeah. I do not believe it is a big issue. More important is their sales & earnings growth cash flow return on investment and shares sold short. They should be OK"
X Link 2026-02-03T11:10Z 49.7K followers, [---] engagements

"$GLXY . Galaxy Digital misses by $0.09 misses on revs (26.44) Reports Q4 (Dec) loss of $1.08 per share $0.09 worse than the FactSet Consensus of ($0.99); revenues fell 37.4% year/year to $10.24 bln vs the $12.01 bln FactSet Consensus. Digital Assets generated adjusted gross profit of $51 million and adjusted EBITDA of $(29) million reflecting a softer macro environment and lower industry trading volumes and onchain activity https://twitter.com/i/web/status/2018657009890128110 https://twitter.com/i/web/status/2018657009890128110"
X Link 2026-02-03T12:05Z 49.7K followers, [----] engagements

"@gmorton512 $TER $PLTR $DVA $FN $GLXY $PYPL $RMBS . Yo Greg. ya might say that we are seeing a sequel. to the Good The Bad and the Ugly"😂🤣"
X Link 2026-02-03T13:29Z 49.7K followers, [---] engagements

"$MU . This stock is trading at $420. that must be a . sign .right"
X Link 2026-02-03T15:39Z 49.7K followers, [----] engagements

"@chung55 $TOST . Would you say that TOST . is Burnt Toast🤣😂 who da fool recommending this junk"
X Link 2026-02-03T20:32Z 49.7K followers, [---] engagements

"@PatchAngel2 $CSCO John Chambers was the man in the 1990s you can find him golfing at CordeValle these days"
X Link 2026-02-03T23:19Z 49.7K followers, [---] engagements

"@Pat1Hash8368 $CSCO that stock was one of the all-time big winners in the stock market I refer to that chart often"
X Link 2026-02-04T02:43Z 49.7K followers, [--] engagements

"$RTX . Department of War🤔. RTX's Raytheon partners with Department of War on five landmark agreements to expand critical munition production (203.50) The Co. entered into five landmark framework agreements with the U.S. Department of War to significantly increase production capacity and speed deliveries of Land Attack and Maritime Strike variants of Tomahawk AMRAAM missiles Standard Missile-3 Block IB interceptors (SM-3 IB) Standard Missile-3 Block IIA interceptors and Standard Missile-6. As global demand for these precision munitions continues to grow these up-to-seven-year agreements"
X Link 2026-02-04T11:47Z 49.7K followers, [----] engagements

"@aplumbob $GEHC $GEV . It certainly has not performed like GE Vernova. good luck👍👍"
X Link 2026-02-04T12:33Z 49.6K followers, [--] engagements

"@TheDivorceTeam $UBER $TSLA . Tesla sucks too🤣😂. just not quite as bad as as Uber. These two are gonna force me to buy General Motors🤣😂"
X Link 2026-02-04T13:29Z 49.6K followers, [---] engagements

"@Vera_Icona_23 @stamatoudism $LITE $COHR . Yo George. Thank you very much"
X Link 2026-02-04T15:20Z 49.7K followers, [---] engagements

"$DJIA . Does everyone hav their Dow Jones Industrial Average [-----] hats/shirts🤣😂"
X Link 2026-02-04T15:47Z 49.7K followers, [----] engagements

"@laurentiuchisca $BE . The earnings reports are major risk events. I avoid them as much as possible. Good Luck"
X Link 2026-02-04T17:44Z 49.6K followers, [---] engagements

"@MalibuInvest $OPEN Yo Boom . Are you trying to tell us we need to be open to buy a 50% discount🤣😂"
X Link 2026-02-04T18:55Z 49.6K followers, [---] engagements

"@GaryKaltbaum $BE . Yo Gary . They are not to hard to locate today. are they📉📉. I blame AMD and Lisa Su🤣😂"
X Link 2026-02-04T19:30Z 49.6K followers, [---] engagements

"@chung55 $BE Aunt Bea has had it😂🤣"
X Link 2026-02-04T20:31Z 49.6K followers, [---] engagements

"$FLNC . OOPS. Fluence misses by $0.13 misses on revs; reaffirms FY26 revs guidance (28.99 -3.24) Reports Q1 (Dec) loss of $(0.34) per share $0.13 worse than the FactSet Consensus of ($0.21); revenues rose 154.4% year/year to $475.23 mln vs the $481.24 mln FactSet Consensus. Co reaffirms guidance for FY26 sees FY26 revs of $3.20-3.60 bln vs. $3.35 bln FactSet Consensus. "Accelerating data center growth utility demand and rising industrial loads continue to drive energy storage demand globally reflected in our pipeline which has grown by approximately 30% to $30 billion since September 2025""
X Link 2026-02-04T21:20Z 49.7K followers, [----] engagements

"@TraderByDay2 $ELF . 🤣😂. It looks like our good Buddy had a great Christmas after all.🎄🎅"
X Link 2026-02-04T21:24Z 49.6K followers, [--] engagements

"@VenkatP1359 $TTMI . Yo Venkat.That stock looks good"
X Link 2026-02-04T22:58Z 49.7K followers, [---] engagements

"@mirsblog @saylor Yo Mir. Not only did he give away the $40 billion. he sold a kidney to invest as well🤣😂. Warren Buffett and Charlie Munger called it. Rat Poison. expensive poison Ill say"
X Link 2026-02-04T23:51Z 49.6K followers, [---] engagements

"@MalibuInvest $LLY"
X Link 2026-02-05T13:18Z 49.7K followers, [---] engagements

"$SIRI . Sirius XM reports Q4 (Dec) results revs in-line; guides FY26 revs in-line (20.73) Reports Q4 (Dec) earnings of $0.24 per share may not be comparable to the FactSet Consensus of $0.78; revenues rose 0.1% year/year to $2.19 bln vs the $2.17 bln FactSet Consensus. "As we look to [----] our focus remains on financial discipline a low-to-mid 3x leverage ratio and continued free cash flow growth toward our $1.5 billion [----] objective." Co issues in-line guidance for FY26 sees FY26 revs of $8.5 bln vs. $8.55 bln FactSet Consensus. Adjusted EBITDA of approximately $2.6 billion and Free cash"
X Link 2026-02-05T13:23Z 49.7K followers, [----] engagements

"@MalibuInvest Yo Mr. Boom. is this any good"
X Link 2026-02-05T16:48Z 49.6K followers, [---] engagements

"@smartertrader $MU . When does the CEO of Micron come out and issue some raised guidance for the quarter and the year Only a matter of time"
X Link 2026-02-05T18:40Z 49.6K followers, [----] engagements

"@dana_marlane $HOOD embrace the lower prices I guess🤔🤔📉"
X Link 2026-02-05T21:00Z 49.6K followers, [---] engagements

"@Philip58761248 $BE . give it some time.🤣😂"
X Link 2026-02-05T22:37Z 49.6K followers, [---] engagements

"@cfromhertz $BE Yo Christian no love for the stock in after hours action 🤔📈This market blows"
X Link 2026-02-05T23:27Z 49.6K followers, [----] engagements

"@MaggieL04160525 $TPR . Yo Maggie. apparently. you are not the only one who likes Coach and Kate Spade brands. what a stock"
X Link 2026-02-05T23:41Z 49.7K followers, [--] engagements

"@jlutzkanin @Philip58761248 $BE . Lets see what happens tomorrow. that stock has been whacked pretty good"
X Link 2026-02-05T23:42Z 49.6K followers, [---] engagements

"@headquarters_67 Do a better job and you might win at this point you have alienated 70% of the country do better"
X Link 2026-02-06T01:15Z 49.6K followers, [----] engagements

"@Crismo999 @MalibuInvest $ELF🤣😂🤣😂"
X Link 2026-02-06T01:21Z 49.7K followers, [--] engagements

"@KevG163 Roger Craig is a Hall of Fame football player and a much better person Congratulations"
X Link 2026-02-06T04:29Z 49.6K followers, [---] engagements

"$RYI . Ryerson reports Q4 results; revs in-line (29.70) Reports Q4 EPS of ($1.18) and may not compare to ($0.18) two-analyst estimate; revs of $1.10 bln vs $1.10 bln two-analyst estimate Outlook with volume and margin expansionRyerson Holding Corporation expects first-quarter [----] volumes to increase 13%--15% versus Q4 [----] supported by strong early-year bookings converting to billings. Co guides net sales of $1.26--$1.30 bln with average selling prices flat to up 2% quarter over quarter and gross margin expansion as prior inventory cost increases flow through pricing. Co expects net income"
X Link 2026-02-06T12:00Z 49.7K followers, [----] engagements

"@MalibuInvest $NVO $LLY . Yo Mr. Boom . more importantly. when are they gonna reduce the price of Cialis😂🤣"
X Link 2026-02-06T12:01Z 49.6K followers, [---] engagements

"$IMVT . Immunovant Sciences reports Q3 (Dec) results (24.06) Reports Q3 (Dec) loss of $0.61 per share may not be comparable to the FactSet Consensus of ($0.71). Research and development (R&D) expenses were $98.9 million for the three months ended December [--] [----] compared to $94.5 million for the three months ended December [--] [----]. The increase was primarily due to activities related to our clinical trials of IMVT-1402 including contract manufacturing costs and elevated personnel-related expenses. The increase was partially offset by lower overall costs related to our batoclimab pivotal"
X Link 2026-02-06T12:21Z 49.7K followers, [----] engagements

"@SeattleFaithful Thank you for sharing🙏. Roger Craig was a great football player. But a way better person and father. which is far more important in life"
X Link 2026-02-06T12:45Z 49.6K followers, [---] engagements

"$RDDT . Reddit target raised to $250 at B. Riley Securities (151.08) B. Riley Securities raises their RDDT tgt to $250 from $245. Analyst Naved Khan added "We remain bullish on Reddit Inc. (RDDT Buy PT from $245 to $250) following a strong 4Q beat and better than expected 1Q26 outlook. Ad revenue growth showed no slowdown sequentially while EBITDA margin expanded by [---] bps Y/Y to a record high benefiting from leverage. We expect strong monetization gains to continue benefiting from improved targeting/ attribution/automation advertiser growth and recent launch of Reddit Max Campaigns. In"
X Link 2026-02-06T13:50Z 49.7K followers, [----] engagements

"@MalibuInvest $BE . Yo Mr. Boom. That company hosted a very informative conference call last night. 🧲$200🧲 it is🤣😂"
X Link 2026-02-06T13:53Z 49.7K followers, [---] engagements

"@ballerdk22 $PI $MOH $DOCS . Oh man. that is painful. There is a race today as to which of these three stocks will lose the greatest percentage"
X Link 2026-02-06T13:56Z 49.7K followers, [---] engagements

"@smartertrader $MU . totally fake. but all it needs to do is spread some fear doubt and uncertainty"
X Link 2026-02-06T14:27Z 49.7K followers, [----] engagements

"@VenkatP1359 $UAA . They said last quarter was negative domestic sales growth🤣😂. but. a clean break out from a stage one base. prolly a slow burner.gotta like the action"
X Link 2026-02-06T15:15Z 49.7K followers, [---] engagements

"@wey_how12640 @smartertrader $MU A little late to the party ya think🤣😂 Oh well. Better late than never I guess"
X Link 2026-02-06T18:06Z 49.6K followers, [---] engagements

"@smartertrader $MU load up now"
X Link 2026-02-06T18:09Z 49.7K followers, [---] engagements

"$MU . just a reminder for next week. Wolfe Research Auto Tech and Semiconductor Conference (February 10-11) Scheduled to appear: MU .Micron pulled back to its [--] day line this week"
X Link 2026-02-06T20:45Z 49.7K followers, [----] engagements

"@genosdenim $MU . This is a strong stock. and a pull back to its [--] day like last week was a was what the doctor ordered. give the shorts some confidence. before getting their faces ripped off next week😂🤣"
X Link 2026-02-06T21:13Z 49.7K followers, [---] engagements

"@smartertrader $MU . They will need to raise guidance significantly. It is only a matter of time. I can wait"
X Link 2026-02-06T21:19Z 49.7K followers, [----] engagements

"@vwap88 $TTMI $COHR $BE I believe Bloom Energy takes a similar path to TTMI COHR we shall see"
X Link 2026-02-07T01:51Z 49.7K followers, [---] engagements

"Weekly Review. https://www.youtube.com/watchv=qlKDG767qtE https://www.youtube.com/watchv=qlKDG767qtE"
X Link 2026-02-07T15:33Z 49.7K followers, [----] engagements

"$BMY Yo Shari you are welcome I am pretty surprised by the strength of this move congrats"
X Link 2026-02-07T16:28Z 49.7K followers, [----] engagements

"@FloridaTrader2 $STRL . Awesome👍👍. gotta start somewhere💯. Setting up nicely"
X Link 2026-02-07T18:45Z 49.7K followers, [--] engagements

"@pisani777 $VRT .yes"
X Link 2026-02-07T18:47Z 49.7K followers, [--] engagements

"@jack_oconnor34 $SNDK The shakeout last week from $725 down to $562 was a 23% move lower. The stock recovered and closed above its five day line. I doubt you get a better shakeout than that I will be impressed if it can hang above the $600 level for a bit. I doubt it forms a base"
X Link 2026-02-07T18:51Z 49.7K followers, [---] engagements

"@MalibuInvest $MU. Yo Mr. Boom . I am not sure about IBD . However Micron is my number one stock😂🤣"
X Link 2026-02-07T23:13Z 49.7K followers, [---] engagements

"@MalibuInvest $BROS Yo Mr. Boom . You are correct There are many stocks reporting next week 💯. But there is only one that matters🤣😂"
X Link 2026-02-07T23:16Z 49.7K followers, [---] engagements

"@dullesparis @Chartfest1 Yo Teddy I guess you have not seen me play🤣😂 That course (TPC Scottsdale) is pretty nice I am only allowed to play after the PGA leaves town & they let me on the course for $500😂🤣🏌♂⛳"
X Link 2026-02-07T23:28Z 49.7K followers, [--] engagements

"$KMTUY $DE $MTW $CAT . It is the machines that are moving things. like their stock prices. what the heck is going on at Komatsu. Andy @AndyFanter"
X Link 2026-02-08T14:12Z 49.7K followers, [----] engagements

"@MalibuInvest Yo Mr. Boom. Well then. if you put it that way. all of us degenerate traders are rooting for the Seattle Seahawks .🤣😂 The Big Cat is not gonna let us down✌"
X Link 2026-02-08T14:27Z 49.7K followers, [---] engagements

"@AndyFanter Justin Wolfers is a pretty sharp cat. Data Centers are great for the construction industry. but. once they are built. do they employ many people"
X Link 2026-02-08T15:14Z 49.7K followers, [---] engagements

"@bluechipdaily $PLTR . it had a great run💯📈. But. I am not interested in stocks below all moving averages"
X Link 2026-02-08T15:16Z 49.7K followers, [---] engagements

"@Crismo999 @MalibuInvest $MU $SNDK $WDC $STX They are the four horsemen of the tech apocalypse.😂🤣💯📈📈📈📈"
X Link 2026-02-08T17:27Z 49.7K followers, [---] engagements

"@DBclouds99 $FSLR . Yo Dan. It sure has💯. They are scheduled to report earnings on February [--]. maybe a catalyst"
X Link 2026-02-09T01:19Z 49.7K followers, [--] engagements

"$MU . Samsung Electronics Co. Ltd. (OTC:SSNLF) is stepping deeper into the race for next-generation AI memory chips as the sixth-generation high-bandwidth memory (HBM4) supply battle tightens around a smaller group of major players. HBM4 Supply Narrows To Samsung And SK Hynix SemiAnalysis reported that Nvidia Corp. (NASDAQ:NVDA) plans to source HBM4 for its next-generation "Vera Rubin" AI chips almost entirely from SK Hynix and Samsung with Micron Technology Inc. (NASDAQ:MU) no longer in the mix. The firm cut Micron's projected HBM4 share for Vera Rubin to zero and now expects SK Hynix to"
X Link 2026-02-09T11:14Z 49.7K followers, [----] engagements

"@chung55 $LITE $CIEN $VIAV $AAOI . That will take a sustained rally in these stocks. and/or a slump in memory"
X Link 2026-02-09T11:36Z 49.7K followers, [---] engagements

"$LLY . Eli Lilly to acquire Orna Therapeutics to expand in vivo CAR-T and genetic medicine platform (1058.18) Eli Lilly and Company agreed to acquire Orna Therapeutics in a cash transaction valued at up to $2.4 bln including upfront consideration and development milestone payments. Co plans to integrate Orna's in vivo CAR-T platform which uses circular RNA and lipid nanoparticles to generate cell therapies directly in patients reducing reliance on ex vivo manufacturing. The deal adds ORN-252 a CD19-targeting in vivo CAR-T program aimed at B-cell--driven autoimmune diseases an area where early"
X Link 2026-02-09T12:40Z 49.7K followers, [----] engagements

"@HalalTrader $MU Yeah it is a game they are gonna take out stops today and run it up later this week"
X Link 2026-02-09T14:14Z 49.7K followers, [----] engagements

"@HalalTrader $MU.🤣😂📈"
X Link 2026-02-09T17:02Z 49.7K followers, [---] engagements

"@chung55 $MNDY . 🤣😂😂🤣📉. Or maybe. a Stormy Monday. Ouch. that was gotta hurt💯.and certainly gonna leave a mark"
X Link 2026-02-09T20:10Z 49.7K followers, [---] engagements

"@randycrossFB @histepper33 Roger was a great football player. and a way better human being. A great father and a funny SOB too. The dude is a jokester for sure"
X Link 2026-02-09T21:32Z 49.7K followers, [---] engagements

"@cfromhertz $SNDK . Yo Christian. would you say it is flagging nicely. once again"
X Link 2026-02-09T23:29Z 49.7K followers, [----] engagements

"@Pat1Hash8368 @Dragon0730wood $VAL she is taken now😂🤣"
X Link 2026-02-10T00:20Z 49.7K followers, [--] engagements

"@cha12771 $NVO . Yeah. it has been doing that for quite some time"
X Link 2026-02-10T11:55Z 49.7K followers, [--] engagements

"@sergiustrading $SPOT . These numbers are important. Total Monthly Active Users ("MAUs") up 11% yr/yr to [---] mln. Premium Subscribers up 10% yr/yr to [---] mln. The stock has been beaten down. time for a relief rally on "better than feared" data"
X Link 2026-02-10T12:26Z 49.7K followers, [---] engagements

"@mirsblog @TheRonnieVShow $OSCR . A twitter favorite"
X Link 2026-02-10T14:17Z 49.7K followers, [---] engagements

"@sp3cul8r $BE . I like it"
X Link 2026-02-10T14:50Z 49.7K followers, [---] engagements

"@NewsFromWSB $AEO .Yes . Wake up the markets with Sydney Sweeney. sounds good to me😂🤣"
X Link 2026-02-10T15:21Z 49.7K followers, [---] engagements

"@Crismo999 @sp3cul8r $XOM $BE . you tell me"
X Link 2026-02-10T19:13Z 49.7K followers, [---] engagements

"$TOL $NVR $MHO $GRBK . These housing stocks are looking a bit healthier these days. new high for the Toll Brothers"
X Link 2026-02-10T18:40Z 49.7K followers, [----] engagements

"@gmorton512 $CROX . Yo Greg. I like it👍👍. Did you know Crocs Inc. hired Sydney Sweeney to promote their Hey Dude brand a year before American Eagle. It has not worked out for them as it has at $AEO"
X Link 2026-02-12T13:27Z 49.7K followers, [---] engagements

"$STRL . Stifel started coverage on Sterling Infrastructure (STRL) at Buy tgt $486; STRL is the largest excavating contractor in the US with a focus on site development highway and concrete slab work. They like the outsized exposure to secular growth themes including AI & cloud computing onshoring and e-commerce (together 50% of revenue). These large projects have higher barriers to entry and strong profitability profiles. STRL's track record scale vertical integration and technology leadership (BIM drones telematics) are all differentiators. They see an opportunity for the valuation discount"
X Link 2026-02-12T14:02Z 49.7K followers, [----] engagements

"$MGA . This group has been strong. Magna beats by $0.38 beats on revs; guides FY26 EPS above consensus revs in-line; raises dividend (57.82 +0.04) Reports Q4 (Dec) earnings of $2.18 per share excluding non-recurring items $0.38 better than the FactSet Consensus of $1.80; revenues rose 2.1% year/year to $10.85 bln vs the $10.56 bln FactSet Consensus. Co issues guidance for FY26 sees EPS of $6.25-7.25 excluding non-recurring items vs. $5.98 FactSet Consensus; sees FY26 revs of $41.9-43.5 bln vs. $42.13 bln FactSet Consensus. Co's Board of Directors declared a fourth quarter dividend of $0.495"
X Link 2026-02-13T11:35Z 49.7K followers, [----] engagements

"$TM Toyota Motor (TM) is looking at a 20% return on equity target for fiscal [----] doubling market forecasts of 11% Nikkei reported Wednesday citing an unnamed company executive. Shares of the company were up nearly 9% in recent Thursday premarket activity"
X Link 2024-12-26T12:47Z 49.7K followers, [----] engagements

"$APP AppLovin Corp. retains Quinn Emanuel Firm to investigate recent short report activity AppLovin Corporation (NASDAQ: APP) ("AppLovin" or the "Company") today announced that it has retained Alex Spiro partner and Co-Chair of the Investigations Government Enforcement & White Collar Defense Practice at Quinn Emanuel Urquhart & Sullivan a nationally recognized legal firm with deep expertise in securities and corporate investigations to conduct an independent review and investigation into recent short report activity targeting the Company. https://twitter.com/i/web/status/1905594218955112800"
X Link 2025-03-28T12:14Z 49.7K followers, [----] engagements

"$MOH . OOPS . MOH Shares of U.S. health insurer Molina Healthcare MOH.N plunge 20% to $154.50 premarket after co cuts annual profit forecast citing higher medical costs CEO Joseph Zubretsky says half of company's underperformance is driven by Marketplace business which serves individuals under the Affordable Care Act also known as Obamacare. Co says it continues to experience much higher levels of utilization in Marketplace business offsetting strong margins in Medicaid. Elevance Health ELV.N had also flagged higher costs in Medicaid business as higher enrollment in government plans for"
X Link 2025-10-23T10:18Z 49.7K followers, [----] engagements

"$ARMK . Aramark (ARMK) reported fiscal Q4 adjusted earnings Monday of $0.57 per diluted share up from $0.54 a year earlier. Analysts polled by FactSet expected $0.64. Revenue for the quarter ended Oct. [--] was $5.05 billion compared with $4.42 billion a year earlier. Analysts surveyed by FactSet expected $5.16 billion. For fiscal [----] the company said it expects adjusted EPS of $2.18 to $2.28. Analysts polled by FactSet expect $2.27. Revenue for the fiscal year is projected to be $19.55 billion to $19.95 billion. Analysts surveyed by FactSet expect $19.69 billion."
X Link 2025-11-17T12:07Z 49.7K followers, [----] engagements

"$CELC $ARQT $VRDN $IMNM . Quite a few biotech/drug stocks continue to act well"
X Link 2025-11-21T18:51Z 49.7K followers, [----] engagements

"$VRT $SOFI . Are you buying/selling a stock because it was included/excluded from an index . From IBD . "Vertiv stock and SoFi Technologies (SOFI) were notable S&P [---] snubs. Both fell late Friday. I imagine those dips will be short lived"
X Link 2025-12-07T14:26Z 49.7K followers, [----] engagements

"$IMNM . Boom. there it is. https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073 https://www.investing.com/news/company-news/immunome-plans-to-offer-400-million-in-common-stock-shares-93CH-4409073"
X Link 2025-12-15T21:49Z 49.7K followers, [----] engagements

"$BIRK . Tariff impact. Birkenstock BIRK.N on Thursday forecast fiscal [----] profit below Wall Street expectations and annual revenue growth lower than the last two years in a sign that tariff uncertainty is dampening demand for the German footwear company. Its shares fell 7% in premarket trading after the company forecast a [---] basis points hit to its annual gross margins from U.S. import duties. Birkenstock known for its higher-priced "Arizona" sandals and "Boston" clogs joins a long list of global consumer companies whose business operations have been hobbled by sweeping U.S. tariffs while"
X Link 2025-12-18T11:57Z 49.7K followers, [----] engagements

"$ORCL $CRWV $MSTR $SBET . Some artificial intelligence and crypto stocks. have already spit the bit"
X Link 2025-12-30T02:59Z 49.7K followers, [----] engagements

"$AXSM Axsome Therapeutics Says US FDA Accepts New-Drug Application Filing for Alzheimer's Disease Agitation Drug. Axsome Therapeutics (AXSM) said Wednesday the US Food and Drug Administration has accepted for filing and granted priority review to a supplemental new drug application for AXS-05 to treat Alzheimer's disease agitation. The FDA has set Apr. [--] [----] as a prescription drug user fee act target action date the company said. The supplemental application is supported by results from a clinical development program that included four randomized double-blind controlled phase [--] trials and a"
X Link 2025-12-31T12:51Z 49.7K followers, [----] engagements

"$SMR . NuScale Power surged +15% on news that Duke Energy's new nuclear plant filing specifically shortlists SMR's VOYGR design. The move was aggressive on significantly higher-than-average volume suggesting a frantic chase for exposure. But with the company still years from profitability and burning cash is this a true fundamental re-rate or just a speculative liquidity grab on a popular narrative While the immediate financials remain weak the move was driven by a significant de-risking of NuScale's future business case. This is a clear shift from speculative technology to a viable solution"
X Link 2026-01-05T13:12Z 49.7K followers, [----] engagements

"$SCCO $HYMC $AG $AU . These gold silver and copper stocks are sexy vixens. they whisper to me. "come hither" 🤣😂"
X Link 2026-01-06T17:07Z 49.7K followers, [----] engagements

"$KRMN . a stock on our ready list. it looks like it was definitely ready to go"
X Link 2026-01-07T01:13Z 49.7K followers, [----] engagements

"$GMED . GMED Globus Medical Inc. (NYSE: GMED) a leading musculoskeletal solutions company today announced preliminary unaudited sales results for the fourth quarter and full year ended December [--] [----]. The company anticipates fourth quarter [----] sales of approximately $823.2 million an increase of [----] percent over the fourth quarter [----] on an as-reported basis. Full year [----] sales are expected to be approximately $2.936 billion an increase of [----] percent over the prior year on an as-reported basis. The Company established its full year [----] revenue guidance range of $3.18 billion to"
X Link 2026-01-08T01:19Z 49.7K followers, [----] engagements

"$COST . Costco (COST) reports December adjusted comparable sales of +6.2%"
X Link 2026-01-08T13:22Z 49.7K followers, [----] engagements

"$ATEC . This stock is getting some pin action from the Globus Medical announcement last night"
X Link 2026-01-08T17:07Z 49.7K followers, [----] engagements

"$WDFC .FY [----] guidance reaffirmed; management highly confident in delivering results at the mid-to-high end of our guidance ranges. FY [----] net sales: $630M$655M (pro forma excluding homecare/cleaning held for sale) representing 5%9% growth from pro forma FY25. FY [----] gross margin: 55.5%56.5%. FY [----] advertising & promotion: around 6% of net sales. FY [----] operating income: $103M$110M representing 5%12% growth from pro forma FY25. FY [----] income tax rate: 22.5%23.5%. FY [----] diluted EPS: $5.75$6.15 based on 13.4M weighted average shares outstanding; represents 5%12% growth over pro forma"
X Link 2026-01-09T00:17Z 49.7K followers, [----] engagements

"$CRDO . Credo Technology Group: Credo Gives Zero Flaps--Top Pick For [----] -- Needham (141.59) Analyst N. Quinn Bolton commented "With significant near-term opportunities ahead as AEC adoption proliferates across hyperscalers and as new products ramp to production we expect Credo to beat current consensus estimates and believe FY28 NG EPS may exceed $5.00. Reflecting the company's impressive revenue growth and net margin we expect CRDO will find investor support at or below a 30X forward P/E multiple (stock currently at a 31.7X multiple of consensus FY28 NG EPS). As the company delivers upside"
X Link 2026-01-09T12:51Z 49.7K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

creator/x::MartyChargin
/creator/x::MartyChargin