Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@Stephanie_Link Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::455309376.png) @Stephanie_Link Stephanie Link

Stephanie Link posts on X about $cof, $wfc, $jpm, $qxo the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::455309376/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::455309376/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +30%
- X Year XXXXXXXXX +98%

### Mentions: XX [#](/creator/twitter::455309376/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::455309376/c:line/m:posts_active.svg)

- X Week XX +8.10%
- X Month XX -XXXX%
- X Months XXX +3.50%
- X Year XXX +21%

### Followers: XXXXXXX [#](/creator/twitter::455309376/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::455309376/c:line/m:followers.svg)

- X Week XXXXXXX +0.15%
- X Month XXXXXXX +0.94%
- X Months XXXXXXX +6%
- X Year XXXXXXX +13%

### CreatorRank: XXXXXXX [#](/creator/twitter::455309376/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::455309376/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::455309376/influence)
---

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

**Social topic influence**
[$cof](/topic/$cof) #23, [$wfc](/topic/$wfc) #105, [$jpm](/topic/$jpm) #69, [$qxo](/topic/$qxo) #23, [momentum](/topic/momentum) 4.26%, [$aptv](/topic/$aptv) #7, [$tol](/topic/$tol) #17, [$ba](/topic/$ba) 2.13%, [coinbase](/topic/coinbase) 2.13%, [$coin](/topic/$coin) XXXX%

**Top accounts mentioned or mentioned by**
[@shark_west](/creator/undefined) [@omararizona](/creator/undefined) [@proficiencypost](/creator/undefined) [@cnbc](/creator/undefined) [@mrzigglesworth7](/creator/undefined) [@billdri96053499](/creator/undefined) [@squawkcnbc](/creator/undefined) [@sullycnbc](/creator/undefined) [@troutdon1963](/creator/undefined) [@texdoggie](/creator/undefined) [@tremmelsteve](/creator/undefined) [@dennis_monahan](/creator/undefined) [@marketutopia](/creator/undefined) [@subi_sa](/creator/undefined) [@grok](/creator/undefined) [@jeffsudati](/creator/undefined) [@jdr1024](/creator/undefined) [@l716jim](/creator/undefined) [@werewolfholding](/creator/undefined) [@spartan_joe](/creator/undefined)

**Top assets mentioned**
[Capital One Financial Corp. (COF)](/topic/$cof) [Wells Fargo & Co (WFC)](/topic/$wfc) [JPMorgan Chase (JPM)](/topic/$jpm) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Aptiv PLC (APTV)](/topic/$aptv) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Boeing Co (BA)](/topic/$ba) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [Teradyne, Inc. (TER)](/topic/$ter) [United Rentals, Inc. (URI)](/topic/$uri) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Comerica, Inc. (CMA)](/topic/$cma) [Corteva Inc (CTVA)](/topic/$ctva) [GammaSwap (GS)](/topic/$gs) [Morgan Stanley (MS)](/topic/$ms) [American Express Company (AXP)](/topic/$axp) [General Electric Company (GE)](/topic/$ge) [3M Co (MMM)](/topic/$mmm) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Rockwell Automation (ROK)](/topic/$rok) [Electroneum (ETN)](/topic/$etn) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [D R Horton Inc (DHI)](/topic/$dhi)
### Top Social Posts [#](/creator/twitter::455309376/posts)
---
Top posts by engagements in the last XX hours

"Banks mentioned today: Delinquency rates still quite contained. $JPM $WFC $C - XXXX% XXXX% XXXX% respectively"  
[X Link](https://x.com/Stephanie_Link/status/1978149759203389632) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-14T17:23Z 199.4K followers, 14.1K engagements


"Maybe a few good ideas - $COF $QXO $COIN $BA $TER Thank you for having me on @SullyCNBC @CNBC"  
[X Link](https://x.com/Stephanie_Link/status/1973865607344107840) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-02T21:40Z 199.3K followers, 15.9K engagements


"Reviewing the bank earnings I found this an interesting stat: Big X capital markets revenues: on average up XX% y/y which was the 7th straight quarter of growth. Going back to 1Q 2009 this marked the 4th highest quarter on record (after 1Q21 1Q25 and 2Q20) and the best 3Q"  
[X Link](https://x.com/Stephanie_Link/status/1980740977288458311) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-21T21:00Z 199.4K followers, 8716 engagements


"$AHT.L: seeing tailwinds from strong construction starts & the Dodge momentum index - construction put-in-place are at/near record levels and +13% y/y. Non-resi cycle has de-linked from residential driven by reshoring and government spending acts $URI"  
[X Link](https://x.com/Stephanie_Link/status/1633084864554467329) [@Stephanie_Link](/creator/x/Stephanie_Link) 2023-03-07T12:39Z 199.3K followers, 8532 engagements


"IMHO - Mag X revival has alot to do with the fact that earnings post 3Q went higher for X out of the X companies. Stocks follow EPS on the way up and down. And that is why EPS season is silly season and gives chances. $AMZN $META $MSFT $GOOGL $NVDA"  
[X Link](https://x.com/Stephanie_Link/status/1963644573164736577) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-04T16:45Z 199.3K followers, 9393 engagements


"Director of the Macao Tourism Office says the X day long holiday that combines National Day holiday and Mid-Autumn Festival will see daily passenger turnover at 150K compared to year-ago 140K. $LVS $WYNN $MLCO"  
[X Link](https://x.com/Stephanie_Link/status/1972604327849291984) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-29T10:08Z 199.3K followers, 9111 engagements


"Deregulation is real in the banking industry: $FITB buys $CMA for a XX% premium - will now have exposure in XX of the nation's XX fastest growing large MSAs. Expects to see 200bps improvement to its 2027E efficiency ratio 11bps improvement to ROA & 200bps improvement to ROTCE"  
[X Link](https://x.com/Stephanie_Link/status/1975193661609836581) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-06T13:37Z 199.3K followers, 9995 engagements


"$APTV - the next spin on my radar"  
[X Link](https://x.com/Stephanie_Link/status/1964295478578712859) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-06T11:51Z 199.4K followers, 10.9K engagements


"Homework this wknd on $APTV and $COF. Stay tuned"  
[X Link](https://x.com/Stephanie_Link/status/1964814054125707621) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-07T22:12Z 199.4K followers, 13K engagements


"Another day another spin candidate: $CTVA considering separating Seeds business from Crop Protection. Seeds accounted for XX% of CTVA's $17B topline and XX% of profitability and would carry a much higher multiple vs Crop Protection"  
[X Link](https://x.com/Stephanie_Link/status/1967584859989368866) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-15T13:42Z 199.4K followers, 8591 engagements


"This is a fun read"  
[X Link](https://x.com/Stephanie_Link/status/1974801709026115735) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-05T11:39Z 199.3K followers, 9947 engagements


"$GS: IB pipeline stands at a3-year high despite strong quarter. Early innings for the sector"  
[X Link](https://x.com/Stephanie_Link/status/1978291053040914542) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-15T02:45Z 199.4K followers, 9373 engagements


"Everyone wants to fade the banks post ++EPS. I fade the fade. X to add on pbx: $MS ROTCE at XXXX% (better than $JPM) w IB +44% trading +25% WM NNA +5% efficiency ratio -XXX bps y/y. $WFC raising ROTCE for the first time since asset cap went into place in 2017 to 17-18%"  
[X Link](https://x.com/Stephanie_Link/status/1978572093672362104) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-15T21:22Z 199.4K followers, 11.3K engagements


"No credit problem here: $AXP delinquencies below 2019 levels. Other tidbits: T&E rebounded w July/Aug accel from June transax up XX% growth retail spend up XX% restaurants up X% and XX% of new accts are fee paying"  
[X Link](https://x.com/Stephanie_Link/status/1979185544346149319) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-17T13:59Z 199.4K followers, 17.5K engagements


"Can James Franklin go to Boston College or the NY Jets or the NY Rangers for that matter"  
[X Link](https://x.com/Stephanie_Link/status/1980002707344597281) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-19T20:06Z 199.4K followers, 16.6K engagements


"$GE outstanding results by an outstanding mgmt team. Beat & raise on total revs up XX% y/y: CES orders up X% Svs up XX% TR up XX% and 170bps margin expansion and Defense TR up XX% and XXX bps margin expansion. FCF guide up to $7.1-$7.3B & should get $10B by 2028"  
[X Link](https://x.com/Stephanie_Link/status/1980702894518042996) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-21T18:29Z 199.4K followers, 7027 engagements


"$MMM: Another well run mgmt team out-punching their weight. Beat EPS TR Margins and better organic growth. Now sees 180-200 bps of margin expansion as well. 12.5x EBITDA vs group at 17x"  
[X Link](https://x.com/Stephanie_Link/status/1980703527811850517) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-21T18:31Z 199.4K followers, 8865 engagements


"No credit issues that many complained about. Solid Q overall. $COF: DQs down 36bps y/y in September - at 3.89%. NCO rates fell 93bps y/y in September. Credit card NCOs better than expected as well down 98bps y/y. Charge off rate has been improving for X quarters"  
[X Link](https://x.com/Stephanie_Link/status/1980770395172319722) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-21T22:57Z 199.4K followers, 8095 engagements


"$CMG $ETN $ROK @CNBC"  
[X Link](https://x.com/Stephanie_Link/status/1956600226002714790) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-08-16T06:13Z 199.4K followers, 10.6K engagements


"$TOL: beat on higher deliveries margins and BTL items. Impressive GMs XXXX% ahead of Street 27.1%. Not perfect. But the bottom is in for housing"  
[X Link](https://x.com/Stephanie_Link/status/1957957860945744153) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-08-20T00:08Z 199.3K followers, 13.4K engagements


"Bought $DECK. Brand momentum with DD growth International and DTC growth invsales for X consecutive Qs. Valuation. #imarunner"  
[X Link](https://x.com/Stephanie_Link/status/1960136933734338895) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-08-26T00:27Z 199.3K followers, 16.2K engagements


"$ORCL mgmt emphasized strength in AI inferencing mkt which they believe is bigger than AI training mkt (not surprising but good confirmation). Inferencing = more need X custom ASIC chips = $AVGO"  
[X Link](https://x.com/Stephanie_Link/status/1965609024508027052) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-10T02:51Z 199.3K followers, 34.3K engagements


"New Home sales 800K vs 650K estimate - highest since Jan 2022. XX yr fixed mortgages now at XXXX% vs XXXX% in Jan 2025. $DHI $TOL $QXO $XLB"  
[X Link](https://x.com/Stephanie_Link/status/1970867846998802512) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-09-24T15:08Z 199.3K followers, 13.5K engagements


"Challenging day in the markets but still up XX% from the April lows & XX% YTD. A keen reminder markets dont go up in a straight line. Set up for 4Q rally still a good one with DD EPS. Too many to choose from: Hall & Oats - Youve lost that lovin feeling"  
[X Link](https://x.com/Stephanie_Link/status/1976759139180159199) [@Stephanie_Link](/creator/x/Stephanie_Link) 2025-10-10T21:17Z 199.4K followers, 20.8K engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Stephanie_Link Avatar @Stephanie_Link Stephanie Link

Stephanie Link posts on X about $cof, $wfc, $jpm, $qxo the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX +30%
  • X Year XXXXXXXXX +98%

Mentions: XX #

Mentions Line Chart

  • X Week XX +8.10%
  • X Month XX -XXXX%
  • X Months XXX +3.50%
  • X Year XXX +21%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.15%
  • X Month XXXXXXX +0.94%
  • X Months XXXXXXX +6%
  • X Year XXXXXXX +13%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% exchanges XXXX% countries XXXX% ncaa football XXXX% nfl XXXX% cryptocurrencies XXXX%

Social topic influence $cof #23, $wfc #105, $jpm #69, $qxo #23, momentum 4.26%, $aptv #7, $tol #17, $ba 2.13%, coinbase 2.13%, $coin XXXX%

Top accounts mentioned or mentioned by @shark_west @omararizona @proficiencypost @cnbc @mrzigglesworth7 @billdri96053499 @squawkcnbc @sullycnbc @troutdon1963 @texdoggie @tremmelsteve @dennis_monahan @marketutopia @subi_sa @grok @jeffsudati @jdr1024 @l716jim @werewolfholding @spartan_joe

Top assets mentioned Capital One Financial Corp. (COF) Wells Fargo & Co (WFC) JPMorgan Chase (JPM) QXO, Inc. Common Stock (QXO) Aptiv PLC (APTV) Toll Brothers, Inc. (TOL) Boeing Co (BA) Coinbase Global, Inc. (COIN) Mario Coin (COIN) Teradyne, Inc. (TER) United Rentals, Inc. (URI) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Metadium (META) Microsoft Corp. (MSFT) Wynn Resorts, Limited (WYNN) Las Vegas Sands Corp. (LVS) Fifth Third Bancorp (FITB) Comerica, Inc. (CMA) Corteva Inc (CTVA) GammaSwap (GS) Morgan Stanley (MS) American Express Company (AXP) General Electric Company (GE) 3M Co (MMM) Chipotle Mexican Grill, Inc. (CMG) Rockwell Automation (ROK) Electroneum (ETN) Deckers Outdoor, Corp. (DECK) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) D R Horton Inc (DHI)

Top Social Posts #


Top posts by engagements in the last XX hours

"Banks mentioned today: Delinquency rates still quite contained. $JPM $WFC $C - XXXX% XXXX% XXXX% respectively"
X Link @Stephanie_Link 2025-10-14T17:23Z 199.4K followers, 14.1K engagements

"Maybe a few good ideas - $COF $QXO $COIN $BA $TER Thank you for having me on @SullyCNBC @CNBC"
X Link @Stephanie_Link 2025-10-02T21:40Z 199.3K followers, 15.9K engagements

"Reviewing the bank earnings I found this an interesting stat: Big X capital markets revenues: on average up XX% y/y which was the 7th straight quarter of growth. Going back to 1Q 2009 this marked the 4th highest quarter on record (after 1Q21 1Q25 and 2Q20) and the best 3Q"
X Link @Stephanie_Link 2025-10-21T21:00Z 199.4K followers, 8716 engagements

"$AHT.L: seeing tailwinds from strong construction starts & the Dodge momentum index - construction put-in-place are at/near record levels and +13% y/y. Non-resi cycle has de-linked from residential driven by reshoring and government spending acts $URI"
X Link @Stephanie_Link 2023-03-07T12:39Z 199.3K followers, 8532 engagements

"IMHO - Mag X revival has alot to do with the fact that earnings post 3Q went higher for X out of the X companies. Stocks follow EPS on the way up and down. And that is why EPS season is silly season and gives chances. $AMZN $META $MSFT $GOOGL $NVDA"
X Link @Stephanie_Link 2025-09-04T16:45Z 199.3K followers, 9393 engagements

"Director of the Macao Tourism Office says the X day long holiday that combines National Day holiday and Mid-Autumn Festival will see daily passenger turnover at 150K compared to year-ago 140K. $LVS $WYNN $MLCO"
X Link @Stephanie_Link 2025-09-29T10:08Z 199.3K followers, 9111 engagements

"Deregulation is real in the banking industry: $FITB buys $CMA for a XX% premium - will now have exposure in XX of the nation's XX fastest growing large MSAs. Expects to see 200bps improvement to its 2027E efficiency ratio 11bps improvement to ROA & 200bps improvement to ROTCE"
X Link @Stephanie_Link 2025-10-06T13:37Z 199.3K followers, 9995 engagements

"$APTV - the next spin on my radar"
X Link @Stephanie_Link 2025-09-06T11:51Z 199.4K followers, 10.9K engagements

"Homework this wknd on $APTV and $COF. Stay tuned"
X Link @Stephanie_Link 2025-09-07T22:12Z 199.4K followers, 13K engagements

"Another day another spin candidate: $CTVA considering separating Seeds business from Crop Protection. Seeds accounted for XX% of CTVA's $17B topline and XX% of profitability and would carry a much higher multiple vs Crop Protection"
X Link @Stephanie_Link 2025-09-15T13:42Z 199.4K followers, 8591 engagements

"This is a fun read"
X Link @Stephanie_Link 2025-10-05T11:39Z 199.3K followers, 9947 engagements

"$GS: IB pipeline stands at a3-year high despite strong quarter. Early innings for the sector"
X Link @Stephanie_Link 2025-10-15T02:45Z 199.4K followers, 9373 engagements

"Everyone wants to fade the banks post ++EPS. I fade the fade. X to add on pbx: $MS ROTCE at XXXX% (better than $JPM) w IB +44% trading +25% WM NNA +5% efficiency ratio -XXX bps y/y. $WFC raising ROTCE for the first time since asset cap went into place in 2017 to 17-18%"
X Link @Stephanie_Link 2025-10-15T21:22Z 199.4K followers, 11.3K engagements

"No credit problem here: $AXP delinquencies below 2019 levels. Other tidbits: T&E rebounded w July/Aug accel from June transax up XX% growth retail spend up XX% restaurants up X% and XX% of new accts are fee paying"
X Link @Stephanie_Link 2025-10-17T13:59Z 199.4K followers, 17.5K engagements

"Can James Franklin go to Boston College or the NY Jets or the NY Rangers for that matter"
X Link @Stephanie_Link 2025-10-19T20:06Z 199.4K followers, 16.6K engagements

"$GE outstanding results by an outstanding mgmt team. Beat & raise on total revs up XX% y/y: CES orders up X% Svs up XX% TR up XX% and 170bps margin expansion and Defense TR up XX% and XXX bps margin expansion. FCF guide up to $7.1-$7.3B & should get $10B by 2028"
X Link @Stephanie_Link 2025-10-21T18:29Z 199.4K followers, 7027 engagements

"$MMM: Another well run mgmt team out-punching their weight. Beat EPS TR Margins and better organic growth. Now sees 180-200 bps of margin expansion as well. 12.5x EBITDA vs group at 17x"
X Link @Stephanie_Link 2025-10-21T18:31Z 199.4K followers, 8865 engagements

"No credit issues that many complained about. Solid Q overall. $COF: DQs down 36bps y/y in September - at 3.89%. NCO rates fell 93bps y/y in September. Credit card NCOs better than expected as well down 98bps y/y. Charge off rate has been improving for X quarters"
X Link @Stephanie_Link 2025-10-21T22:57Z 199.4K followers, 8095 engagements

"$CMG $ETN $ROK @CNBC"
X Link @Stephanie_Link 2025-08-16T06:13Z 199.4K followers, 10.6K engagements

"$TOL: beat on higher deliveries margins and BTL items. Impressive GMs XXXX% ahead of Street 27.1%. Not perfect. But the bottom is in for housing"
X Link @Stephanie_Link 2025-08-20T00:08Z 199.3K followers, 13.4K engagements

"Bought $DECK. Brand momentum with DD growth International and DTC growth invsales for X consecutive Qs. Valuation. #imarunner"
X Link @Stephanie_Link 2025-08-26T00:27Z 199.3K followers, 16.2K engagements

"$ORCL mgmt emphasized strength in AI inferencing mkt which they believe is bigger than AI training mkt (not surprising but good confirmation). Inferencing = more need X custom ASIC chips = $AVGO"
X Link @Stephanie_Link 2025-09-10T02:51Z 199.3K followers, 34.3K engagements

"New Home sales 800K vs 650K estimate - highest since Jan 2022. XX yr fixed mortgages now at XXXX% vs XXXX% in Jan 2025. $DHI $TOL $QXO $XLB"
X Link @Stephanie_Link 2025-09-24T15:08Z 199.3K followers, 13.5K engagements

"Challenging day in the markets but still up XX% from the April lows & XX% YTD. A keen reminder markets dont go up in a straight line. Set up for 4Q rally still a good one with DD EPS. Too many to choose from: Hall & Oats - Youve lost that lovin feeling"
X Link @Stephanie_Link 2025-10-10T21:17Z 199.4K followers, 20.8K engagements

creator/x::Stephanie_Link
/creator/x::Stephanie_Link