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# ![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::923687530045759488.png) @TheTranscript_ The Transcript

Major tech companies like Amazon, Microsoft, Alphabet, and Meta are investing heavily in AI infrastructure, with significant capital expenditures to support their growth. Several companies, including Uber, DoorDash, and Shopify, reported strong quarterly results, driven by growth in their core businesses and increasing adoption of AI technologies. CEOs across various industries, from tech to retail, are sharing insights on the impact of AI, changing consumer behavior, and the competitive landscape in their respective markets.

### Engagements: XXXXXX [#](/creator/twitter::923687530045759488/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923687530045759488/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +7.50%

### Mentions: XX [#](/creator/twitter::923687530045759488/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923687530045759488/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::923687530045759488/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923687530045759488/c:line/m:followers.svg)

- X Week XXXXXX +0.14%
- X Month XXXXXX +0.74%
- X Months XXXXXX +9.40%
- X Year XXXXXX +29%

### CreatorRank: XXXXXXX [#](/creator/twitter::923687530045759488/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::923687530045759488/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3971 [technology brands](/list/technology-brands)  XX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #3020 [countries](/list/countries)  XXXX% [luxury brands](/list/luxury-brands)  X% [fashion brands](/list/fashion-brands)  #3052 [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[ceo](/topic/ceo) #790, [cfo](/topic/cfo) #1, [ai](/topic/ai) 8.67%, [business](/topic/business) #2751, [strong](/topic/strong) #1611, [$cdns](/topic/$cdns) #15, [china](/topic/china) #1459, [$wmt](/topic/$wmt) #251, [$veev](/topic/$veev) #16, [$rost](/topic/$rost) #17

**Top accounts mentioned or mentioned by**
[@marketprophit](/creator/undefined) [@omillionaires](/creator/undefined) [@benioff](/creator/undefined) [@salesforce](/creator/undefined) [@hbocom](/creator/undefined) [@dissectmarkets](/creator/undefined) [@bat_tery](/creator/undefined) [@c95524cj](/creator/undefined) [@justalphainvest](/creator/undefined) [@aynirealtor](/creator/undefined) [@rwresearch](/creator/undefined) [@analysisop](/creator/undefined) [@ball_hartwig](/creator/undefined) [@77augustwest72](/creator/undefined) [@mhctrades](/creator/undefined) [@krappsholidy](/creator/undefined) [@ericsoda](/creator/undefined)

**Top assets mentioned**
[Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Walmart, Inc. (WMT)](/topic/$wmt) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Ross Stores, Inc. (ROST)](/topic/$rost) [Netflix Inc (NFLX)](/topic/$nflx) [OwlDAO (OWL)](/topic/$owl) [Blue Owl Capital, Inc. (OWL)](/topic/owl-blue-owl-capital) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Ferrari N.V. (RACE)](/topic/$race) [Warner Music Group, Co. (WMG)](/topic/$wmg) [Costco Hot Dog (COST)](/topic/$cost) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Yum! Brands, Inc. (YUM)](/topic/$yum) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [KULR Technology Group, Inc. (KULR)](/topic/kulr) [Home Depot, Inc. (HD)](/topic/$hd) [Amer Sports, Inc. (AS)](/topic/$as) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Elbit Systems Ltd (ESLT)](/topic/$eslt) [IQ (IQ)](/topic/$iq) [Measurable Data Token (MDT)](/topic/$mdt) [Powell Industries Inc (POWL)](/topic/$powl) [Dolby Laboratories, Inc.Class A (DLB)](/topic/$dlb) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Klarna Group (KLAR)](/topic/$klar) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Jacobs Solutions Inc (J)](/topic/$j) [Construction Partners, Inc. Class A Common Stock (ROAD)](/topic/$road) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Copart, Inc. (CPRT)](/topic/$cprt) [Elastic N.V. (ESTC)](/topic/$estc) [Intuit Inc. (INTU)](/topic/$intu) [Bull Market (BULL)](/topic/$bull) [Tokenomy (TEN)](/topic/$ten) [Blue Owl Technology Finance Corp. (OTF)](/topic/$otf) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [MSC Industrial Direct Co., Inc. Class A (MSM)](/topic/$msm) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm)
### Top Social Posts
Top posts by engagements in the last XX hours

"Yum Brands Q3 25: System sales ex-FX: +5% YoY (Taco Bell: +9% KFC: +6% Pizza Hut: -1%) Exploring strategic options for Pizza Hut To acquire XXX Taco Bell restaurants in the Southeast US $YUM: +2% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1985689072275206180)  2025-11-04T12:42Z 93.5K followers, 4230 engagements


"$CSGP CoStar Group CEO: "Zillow is under siege facing an unprecedented wave of lawsuits. I'm not sure that the market grasps the sheer magnitude of the risk bearing down on Zillow from all sides. These lawsuits are not isolated instances. They collectively target the heart of Zillow's operations exposing alleged antitrust violations widespread copyright theft and blatant consumer deception. With private plaintiffs and government regulators now alert to Zillow's misconduct I predict even more aggressive legal and regulatory action in the months ahead""  
[X Link](https://x.com/TheTranscript_/status/1989408040395952507)  2025-11-14T19:00Z 93.5K followers, 10.3K engagements


"Tuesday's earnings Before Open: $HD $BIDU $FUTU $PDD $AS $KLAR $JHX $BRBR $ESLT $IQ $MDT After Close: $POWL $KULR $CCIF $DLB $SBLK $SQM $LZB"  
[X Link](https://x.com/TheTranscript_/status/1990737251840454808)  2025-11-18T11:02Z 93.5K followers, 4895 engagements


"$RACE Ferrari CEO: Electric cars jokingly compared to elephants "After the Capital Market Day I met several clients in U.S.A. in Korea in China and in Italy. And all of them appreciated the way we present the model. This is what they told me. The electric cars are generally heavy as elephants and not fun to drive. You did well to invest in active electronic system to transform the elephant in a horse and to engage the drivers with pedro shift like in all Ferrari""  
[X Link](https://x.com/TheTranscript_/status/1990842520683897051)  2025-11-18T18:00Z 93.5K followers, 18.7K engagements


"Walmart leads Thursday's earnings: Before Open: $WMT $ZIM $BBWI $ALLT $NTES $J $ROAD $WMG $DSX $NNOX After Close: $BULL $VEEV $CPRT $ESTC $INTU $ROST $TEN"  
[X Link](https://x.com/TheTranscript_/status/1991290767709528209)  2025-11-19T23:41Z 93.5K followers, 5589 engagements


"Locked in on an earnings call:"  
[X Link](https://x.com/TheTranscript_/status/1991567344133669029)  2025-11-20T18:00Z 93.5K followers, 8181 engagements


"$TCEHY Tencent President: "In terms of cloud business I think we have been increasing our revenue finally sort of this year right In the past few years our revenue has not grown that much but our gross profit has grown very significantly. And this year we're growing both the revenue as well as the gross profit and the business is actually sort of profitable. One constraint of cloud business growth is availability of AI chip because when AI chips are actually in short supply we actually prioritize internal use as opposed to renting it out externally. And the other way to say is if there is not"  
[X Link](https://x.com/TheTranscript_/status/1992382601802502209)  2025-11-23T00:00Z 93.5K followers, 10.5K engagements


"$OWL: Blue Owl Capital execs this week: "We had a couple of bankruptcies. That doesn't exactly make it endemic." "It happens in every industry we've ever been in. If anyone tells you they're doing lending they'll never have a loan problem you're in the wrong place right"  
[X Link](https://x.com/TheTranscript_/status/1992607353779458490)  2025-11-23T14:53Z 93.5K followers, 50.7K engagements


"$OWL Blue Owl Capital Execs on concerns in private credit: ".this narrative that everybody in direct lending is sort of like unwittingly participating in this massive growth of an asset class that we're all like just rowing .not looking at risks. it's a little bit silly.""  
[X Link](https://x.com/TheTranscript_/status/1992608681406738541)  2025-11-23T14:58Z 93.5K followers, 60K engagements


"Earnings next week include Salesforce Dollar General and Dollar Tree:"  
[X Link](https://x.com/TheTranscript_/status/1994511647403380936)  2025-11-28T21:00Z 93.5K followers, 12.5K engagements


"$OWL Blue Owl Capital Co-CEO feels like criticism is often driven by competitors or clicks not fundamentals "then there's a group of people that are just -- it's a self-interested side of attacks. And that can be those who compete with us. That can be -- look negative stories get a lot more clicks than hey you know how great Ares is that's just how it is.""  
[X Link](https://x.com/TheTranscript_/status/1995164680151789812)  2025-11-30T16:15Z 93.5K followers, 10.2K engagements


"$CRWV CoreWeave CFO: "From a supply-constrained perspective the biggest supply constraint that we carry today is power shell capacity which is putting together Legos for having a functional data center which is energized and has power and can deliver power to a rack. ""  
[X Link](https://x.com/TheTranscript_/status/1995191110688440692)  2025-11-30T18:00Z 93.5K followers, 9491 engagements


"$MSM MSC Industrial Direct CEO highlights cultural continuity and long-termism from family heritage So I mean it's a pretty unique culture. If you think about over XX years only X CEOs and X of the X of us are from the same family.Just in terms of number one a very long institutional memory a strong sense of culture and values and the ability to think long term which I think is paying off for us in some of the pivots that we made I think it would have been tough for me to do without the benefit of that the family influence""  
[X Link](https://x.com/TheTranscript_/status/1995930996466930173)  2025-12-02T19:00Z 93.5K followers, 6660 engagements


"$CRM CEO: ""We are raising fiscal year 2026 revenue guidance to $XXXXX billion to $XXXXX billion and Q3 cRPO was exceptional up XX% year-over-year at $XXXX billion signaling a powerful pipeline of future revenue""  
[X Link](https://x.com/TheTranscript_/status/1996407888865272290)  2025-12-04T02:35Z 93.5K followers, 7697 engagements


"Snowflake CFO on the disappointing Q4 guide ".on the 4Q guidance. All I would say is that 4Q is a little tricky in the sense that you're giving the 4Q guidance and the annual guidance at the same time. And so don't read too much into that" $SNOW: -X% AH"  
[X Link](https://x.com/TheTranscript_/status/1996408868172357720)  2025-12-04T02:39Z 93.5K followers, 7938 engagements


"Dollar General CEO: ".another quarter of strong financial results.highlighted by EPS growth of XX% strong operating margin performance & balanced sales growth including market share gains across both consumable & non-consumable categories" $DG: +9% today"  
[X Link](https://x.com/TheTranscript_/status/1996597288311906448)  2025-12-04T15:07Z 93.5K followers, 4654 engagements


"$WMT Exec: Agentic queries create new paths to consideration and conversion. The nature of the query string is really important like Help me find a 50-inch television under $XXX that can be delivered tomorrowthats very different than 50-inch Vizio TV if were not participating with the agent we may never come into the consideration set"  
[X Link](https://x.com/TheTranscript_/status/1997410786453631243)  2025-12-06T21:00Z 93.5K followers, 7896 engagements


"$COST Director of Finance: "Net sales for the month of November came in at $23.64B an increase of XXX% from $21.87B last year. Reported comparable sales for the month were as follows: U.S. 6.0%; Canada 6.9%; Other International 11.4%; total company 6.9%; digitally enabled 16.6%. Comparable sales for the month excluding the impacts from changes in gasoline prices and foreign exchange were as follows: U.S. 5.8%; Canada 8.3%; Other International 8.0%; total company 6.4%; digitally enabled 16.3%.""  
[X Link](https://x.com/TheTranscript_/status/1997708332686049473)  2025-12-07T16:42Z 93.5K followers, 6160 engagements


"$IBM CEO: "Thats $X trillion of CapEx. Its my view that theres no way youre going to get a return on that because $X trillion of CapEx means you need roughly $XXX billion of profit just to pay for the interest.""  
[X Link](https://x.com/TheTranscript_/status/1997773136276959304)  2025-12-07T21:00Z 93.5K followers, 22.3K engagements


"$AMAT CFO: ".we don't think it's only AI. We don't think that if AI demand suddenly dropped that there would be a significant change in the semiconductor equipment forecast. We don't think so""  
[X Link](https://x.com/TheTranscript_/status/1998150618087924015)  2025-12-08T22:00Z 93.5K followers, 8012 engagements


"Marriott CFO: AI bookings could offer cost advantages over OTAs You could see a variety of scenarios where you could be doing those bookings which I would expect could potentially be cheaper than the OTAs. But again this is still in formation and for a number of players not just for Google"  
[X Link](https://x.com/TheTranscript_/status/1998452626258899347)  2025-12-09T18:00Z 93.5K followers, 12.1K engagements


"$ROST Ross Stores CEO jokes about monitoring the new Brooklyn store via CCTV and being amused by the foot traffic: "Yes the Brooklyn store has been just great addition to the portfolio. I'm glad it's the place to be seen. We've seen a lot of interesting people come in recently and we're constantly kind of spying on it with our CCTV. So we kind of know everybody that goes in and out.everybody competitors everybody. So that store has been a really nice arrow in the quiver.""  
[X Link](https://x.com/TheTranscript_/status/1993394304996589573)  2025-11-25T19:00Z 93.5K followers, 7029 engagements


"$ROST Ross Stores' self-checkout expanding delivering lower shrink and higher customer satisfaction. Its in XX stores today. we're seeing lower shrink high customer adoption. and sales impacts. We'll be rolling it out to further stores next year"  
[X Link](https://x.com/TheTranscript_/status/1994103965408256311)  2025-11-27T18:00Z 93.5K followers, 7846 engagements


"$NVDA CFO: Vera Rubin has taped out and launches in 2H 2026 . So Vera Rubin we're pleased to say that it has been taped out. We have the chips and are working feverishly right now to get ready for the second half of next year. to bring that to market""  
[X Link](https://x.com/TheTranscript_/status/1997818431568232917)  2025-12-08T00:00Z 93.5K followers, 30.3K engagements


"$NFLX Co-CEO Ted Sarandos on the $WBD deal: "We're super confident we're going to get it across the line and finish.It looks like today's move was entirely expected. We have a deal done and we are incredibly happy with the deal. Its great for shareholders great for consumers. We think its a great way to create and protect jobs in the entertainment industry. Were super confident were going to get it across the line. So were set"  
[X Link](https://x.com/TheTranscript_/status/1998129775349572090)  2025-12-08T20:37Z 93.5K followers, 6503 engagements


"Dollar Tree double miss + light guidance CEO: "We finished 2024 on a high note." $DLTR: +3% PM"  
[X Link](https://x.com/TheTranscript_/status/1904854707962548591)  2025-03-26T11:15Z 93.5K followers, 16.8K engagements


"$KMI CEO: Kinder Morgan sees massive demand uplift from LNG & AI-driven power generation growth "The first is the continued rapid growth in LNG feedgas demand The second driver is the increasing demand for electricity primarily to serve AI data centers AI needs for uninterrupted power 24/7. That leaves natural gas which is abundant and reasonably priced.""  
[X Link](https://x.com/TheTranscript_/status/1985421739992760526)  2025-11-03T19:00Z 93.5K followers, 8971 engagements


"$SAP CEO: "In Q3 cloud revenue rose 27%. Cloud revenue has consistently grown more than XX% for X quarters in a row and it was coming with a very solid cloud gross margin of about XX% in Q3""  
[X Link](https://x.com/TheTranscript_/status/1987233719191806339)  2025-11-08T19:00Z 93.5K followers, 9889 engagements


"Sea Limited CEO: "After a very strong first half of the year our momentum has continued into Q3 25" $SE: +2.2% Pre-Market"  
[X Link](https://x.com/TheTranscript_/status/1988239253302559208)  2025-11-11T13:35Z 93.5K followers, 5186 engagements


"$LSEG London Stock Exchange Group CEO: "So XX% of our revenue is from data that is non-replicable by an LLM.So in case anyone is missing the point no LLM can gather this data from public sources X moats LSEG proprietary or exclusive data enriched by LSEG IP and curated by LSEG applying the LSEG standards""  
[X Link](https://x.com/TheTranscript_/status/1990933057923396032)  2025-11-19T00:00Z 93.5K followers, 51.7K engagements


"$WMT CFO: Walmarts advertising and membership streams now drive a third of operating income. The combination of advertising and membership fee income represented approximately 1/3 of our consolidated adjusted operating income. Walmart Connect in the US ex-Vizio grew 33%. Membership income increased XX% across the enterprise"  
[X Link](https://x.com/TheTranscript_/status/1994481453816799558)  2025-11-28T19:00Z 93.5K followers, 19.4K engagements


"$NVDA CFO: "our focus in terms of demand and supply our supply and our demand is based on do we have POs do they have the ability to pay in terms of the capital. That is -- nothing has changed in that perspective""  
[X Link](https://x.com/TheTranscript_/status/1998105358301384872)  2025-12-08T19:00Z 93.5K followers, 7578 engagements


"Adobe double beat CFO: "Adobe delivered another outstanding year fueled by strong global demand for our AI solutions." $ADBE: -X% AH"  
[X Link](https://x.com/TheTranscript_/status/1998865189920518531)  2025-12-10T21:19Z 93.5K followers, 11.6K engagements


"Oracle CEO: "We are more than halfway through building XX Oracle Multicloud datacenters to be embedded throughout the Amazon Google and Microsoft clouds." $ORCL: -X% AH"  
[X Link](https://x.com/TheTranscript_/status/1998866949741359511)  2025-12-10T21:26Z 93.5K followers, 50.3K engagements


"$AVGO CEO: "On non-AI semiconductor.We don't see a sharp recovery that is sustainable yet.We don't see any further deterioration in demand. It's more I think maybe the AI is sucking the oxygen a lot out of enterprise spending elsewhere and hyperscaler spending elsewhere""  
[X Link](https://x.com/TheTranscript_/status/1999287287260360811)  2025-12-12T01:16Z 93.5K followers, 4759 engagements


"Ross Stores CEO: "The strength in top-line coupled with our continued focus on expense control resulted in an operating margin of XXXX% that was much stronger than expected." $ROST: +3% AH"  
[X Link](https://x.com/TheTranscript_/status/1991642687091745011)  2025-11-20T22:59Z 93.5K followers, 4955 engagements


"$M CFO: "Macy's Inc. comparable sales of XXX% were our strongest in XX quarters. Go-forward comps were up XXX% with growth across all nameplates"  
[X Link](https://x.com/TheTranscript_/status/1996309695083237738)  2025-12-03T20:04Z 93.5K followers, 6567 engagements


"$GM CFO: GM pulling back on EV investment pace focusing on cost reduction & right-sizing. If Im producing XXX to 200000 EVs on a capacity set that was tooled to build a million everythings costing five times as much. Weve got to get out from underneath that"  
[X Link](https://x.com/TheTranscript_/status/1997674985884881264)  2025-12-07T14:30Z 93.5K followers, 7916 engagements


"$LULU CFO: "In terms of quarter-to-date we're really pleased and saw a strong Thanksgiving period result. We have seen some pullback in demand post Thanksgiving in terms of traffic. We've reflected that in our guidance.""  
[X Link](https://x.com/TheTranscript_/status/1999289893147881649)  2025-12-12T01:27Z 93.5K followers, 5651 engagements


"$DHR CEO: "Now during the quarter we deployed approximately $X billion of capital towards the repurchase of XX million shares of Danaher common stock. Additionally our Board of Directors approved a new share repurchase program authorizing the purchase of up to XX million additional shares of Danaher common stock""  
[X Link](https://x.com/TheTranscript_/status/1986829770043380105)  2025-11-07T16:15Z 93.5K followers, 15.1K engagements


"Digital Realty CFO: "During the quarter we delivered about XX megawatts of new capacity XX% of which was pre-leased. While we started about XX megawatts of net new data center projects leaving XXX megawatts under construction." $DLR"  
[X Link](https://x.com/TheTranscript_/status/1987218572628951296)  2025-11-08T18:00Z 93.5K followers, 9070 engagements


"$APO CEO says demand for capital is booming globally driven by infrastructure energy transition & manufacturing. He sees X big tailwinds: funding the industrial renaissance closing the retirement income gap via Athene and offering an alternative to crowded public markets"  
[X Link](https://x.com/TheTranscript_/status/1990857584883216865)  2025-11-18T19:00Z 93.5K followers, 9752 engagements


"$ETN Eaton CEO: "As we continued to deliver robust growth in data center market our orders accelerated XX% and our sales were up XX% versus Q3 2024. This strong demand picture gives us confidence in our ability to deliver sustained growth and add value to shareholders""  
[X Link](https://x.com/TheTranscript_/status/1991657832811491551)  2025-11-21T00:00Z 93.5K followers, 8633 engagements


"Abercrombie & Fitch CEO: "We achieved three years of consecutive quarterly sales growth delivering record third quarter net sales with X% growth to last year." $ANF: +20% today"  
[X Link](https://x.com/TheTranscript_/status/1993327100833509749)  2025-11-25T14:33Z 93.5K followers, 7225 engagements


"$MCO Moody's CFO: Partnership with $MSCI aims to bring transparency to private credit risk. What's really interesting I think is that we're introducing the language of credit ratings and credit risk to these investors to help them have a third-party rigorous independent understanding of what the credit risk is in the funds they're invested in and to allow them to have a dialogue then with the GPs who are -- today how do they understand the credit risk It's informed by the GP right They've -- they're telling the investors what the level of credit risk is""  
[X Link](https://x.com/TheTranscript_/status/1993379206877901070)  2025-11-25T18:00Z 93.5K followers, 8398 engagements


"$NFLX $WBD Netflix will acquire Warner Bros. for an enterprise value of $82.7B and equity value of $72.0B paying WBD shareholders $XXXXX per share in cash and stock. Deal closes after WBD spins off Discovery Global in Q3 XX separating its global networks from streaming and studios. Netflix will take over Warner Bros. studios HBO and HBO Max adding franchises like DC Harry Potter Game of Thrones and Friends to its platform. Netflix guides for $X to $3B in annual cost savings by year three and says the deal will be accretive to GAAP earnings per share by year two"  
[X Link](https://x.com/TheTranscript_/status/1996918320524611824)  2025-12-05T12:23Z 93.5K followers, 21.7K engagements


"Nokia CEO: ".the largest hyperscalers are now investing more each quarter than the largest telcos invest in a year. And increasingly they're coming to Nokia to power their AI factories co-engineering and co-developing some of the most complex networks we've ever seen. In fact today X of the world's top XX hyperscalers use our optical technology. They're investing and trusting our innovation from ICE-X 400-gig and 800-gig pluggables to IP routing systems that handle petabit scale capacity. And we don't just sell to them we co-create.""  
[X Link](https://x.com/TheTranscript_/status/1997365475844722987)  2025-12-06T18:00Z 93.5K followers, 14.5K engagements


"This week in earnings:"  
[X Link](https://x.com/TheTranscript_/status/1997999710435717330)  2025-12-08T12:00Z 93.5K followers, 5529 engagements


"$INTC VP: " There's clearly the uptick in traditional servers that's being driven by agentic AI and inference. I would say our advanced packaging is being driven by AI. Quite frankly our wafer business is being helped by the AI trend as well. But specific to the accelerator market and the GPU side you know we clearly have work that we need to do. I think Lip-Bu has defined a strategy that suggests the part of the market where we think we can make a difference and solve a customer problem is really on GPUs that are optimized for power for inference""  
[X Link](https://x.com/TheTranscript_/status/1998467734955504042)  2025-12-09T19:00Z 93.5K followers, 7260 engagements


"$NFLX Co-CEO Ted Sarandos says the $WBD deal gives Netflix entry into X new verticals A full theatrical film studio with Warner Bros. production pipeline and box office distribution. A third party TV production and licensing unit selling premium series across the industry. HBO as a focused prestige brand centered on high-end series and films"  
[X Link](https://x.com/TheTranscript_/status/1998485417033937155)  2025-12-09T20:10Z 93.5K followers, 9249 engagements


"Applied Materials CEO: "As AI adoption drives substantial investment in advanced semiconductors and wafer fab equipment Applied Materials delivered its sixth consecutive year of growth in FY 25" $AMAT: -XXX% AH"  
[X Link](https://x.com/TheTranscript_/status/1989079276071895382)  2025-11-13T21:13Z 93.5K followers, 28.5K engagements


"$L CFO: Loews continues aggressive buybacks Since the end of 2023 we have repurchased about XXX million shares of our common stock at a cost of approximately $XXX million. Loews ended 2024's third quarter with $XXX billion in cash and short-term investments"  
[X Link](https://x.com/TheTranscript_/status/1990570678345740560)  2025-11-18T00:00Z 93.5K followers, 8230 engagements


"Deere CEO: "Looking ahead we believe 2026 will mark the bottom of the large ag cycle." $DE: -XXX% today"  
[X Link](https://x.com/TheTranscript_/status/1993711436670087475)  2025-11-26T16:00Z 93.5K followers, 8193 engagements


"$CDNS CFO: Cadence aims for XX% incremental margins We normally aim for XX% incremental margin if you look at XX and XX together youre probably getting incremental margin of about 53%. were normally prudent with the guide"  
[X Link](https://x.com/TheTranscript_/status/1993715129519870078)  2025-11-26T16:15Z 93.5K followers, 6748 engagements


"$CDNS CFO: Cadence is expanding production but revenue is constrained by supply throughput "so we're constantly increasing the amount of hardware we produce. The revenue in each year and each quarter is probably throttled by the volume that we can supply we're still building a backlog of orders. We've tried to aim for somewhere between X and XX weeks of lead time.""  
[X Link](https://x.com/TheTranscript_/status/1993801961662202290)  2025-11-26T22:00Z 93.5K followers, 7616 engagements


"$CDNS CFO: "We're farmers not hunters. So we're always thinking of the long term.CEO Anirudh is always focused on whats the problem were trying to solve and lets do it together. it tends to be a multiyear approach.""  
[X Link](https://x.com/TheTranscript_/status/1994077550411427863)  2025-11-27T16:15Z 93.5K followers, 7750 engagements


"$CDNS CFO: Cadence expects to end the year with record backlog "I mean we have tremendous momentum right now with strength across all lines of business and multiyear contracts that we ended Q3 with record backlog. We back tested the last XX years. I think there's only X year where Q4 bookings didn't exceed Q4 revenue and we've had such a strong start to Q4. ""  
[X Link](https://x.com/TheTranscript_/status/1995568605132722433)  2025-12-01T19:00Z 93.5K followers, 7643 engagements


"$CDNS CFO last month: Non-AI semis are recovering The last couple of years have been lean years for many of those non-AI semis. But they seem to be gradually doing more and more were seeing bigger engagements and I think theyve probably found their base now"  
[X Link](https://x.com/TheTranscript_/status/1996006483759353997)  2025-12-03T00:00Z 93.5K followers, 6686 engagements


"$NFLX Q4 2013 earnings call:"  
[X Link](https://x.com/TheTranscript_/status/1997900601980854614)  2025-12-08T05:26Z 93.5K followers, 33.5K engagements


"$AMD CEO: "Our data center business has grown very nicely well ahead of the market over XX% a year for the last few years. And what we see going forward is even more exciting. accelerating growth from our lets call it XX% plus over the last few years to over XX% plus as we go forward.""  
[X Link](https://x.com/TheTranscript_/status/1998513041701527908)  2025-12-09T22:00Z 93.5K followers, 7757 engagements


"$DOCN CEO: AI demand driven by post-product market fit inferencing not speculative VC-backed experimentation. By definition of an inferencing workload means that an end customer is paying for these workloads. That gives us the confidence that the investment is going to help us build a very durable business for the long haul"  
[X Link](https://x.com/TheTranscript_/status/1998815117719515631)  2025-12-10T18:00Z 93.5K followers, 7062 engagements


"$V Exec: Visa sees a future where AI agents shop & pay on users' behalf. This is hypothetical imagine there's a little button at the top. You hit that button and that button says shop for me. Same UI of ChatGPT a little button that says shop for me.""  
[X Link](https://x.com/TheTranscript_/status/1998830118387724692)  2025-12-10T19:00Z 93.5K followers, 6823 engagements


"$EL CEO: Three consecutive quarters of market share gains in China; U.S. now gaining in units We are now in a unit market share gain. So we're gaining market share in dollar in skin care and in hair in the last quarter but we are gaining market share across multiple categories in unit"  
[X Link](https://x.com/TheTranscript_/status/1999177503181799770)  2025-12-11T18:00Z 93.5K followers, 6671 engagements


"$MSFT CFO last week at the AGM: "We delivered another year of record results in FY 2025. Revenue grew XX% YoY to more than $281B. Operating income grew XX% YoY and EPS grew XX% YoY.Microsoft Cloud revenue reached $168B up XX% YoY with Azure up XX% YoY to more than $75B Microsoft XXX Commercial Cloud up XX% YoY and Dynamics XXX up XX% YoY.""  
[X Link](https://x.com/TheTranscript_/status/1999237793059602902)  2025-12-11T22:00Z 93.5K followers, 8147 engagements


"Broadcom CFO: "For Q1 2026 we expect consolidated revenue of $19.1B up XX% year on year We forecast semiconductor revenue of$12.3B Within this we expect Q1 AI semiconductor revenue of $8.2B up approximately XXX% YoY." $AVGO: -X% AH"  
[X Link](https://x.com/TheTranscript_/status/1999283457089040496)  2025-12-12T01:01Z 93.5K followers, 5334 engagements


"$COST CFO: No major signs of trade-down or weakening. Net sales for Q1 FY XX were $65.98B an increase of 8.2%.Comparable sales were 6.4%.Were seeing relative consistency in how our members are shopping Nothing we call out as a change.""  
[X Link](https://x.com/TheTranscript_/status/1999290807518634351)  2025-12-12T01:30Z 93.5K followers, 7228 engagements


"L'Oral CFO: 11/11 was a turning point in China with luxury brands regaining traction over mass competitors. The reaction to this very important promotional activity was pretty good the GMV has been up slightly What we have seen is the luxury market growing much faster than the mass market some Chinese competitors have been losing traction during 11/11 so proving that the game is not over"  
[X Link](https://x.com/TheTranscript_/status/1999539806091776440)  2025-12-12T18:00Z 93.5K followers, 5883 engagements


"$VEEV Veeva Systems CEO: "Our 2025 goal that we set a little more than X years ago has been to be a $X billion revenue run rate company this year. So we're on track to do that. And our 2030 goal that we announced at our Investor Day in November is to be a $X billion revenue run rate company in 2030""  
[X Link](https://x.com/TheTranscript_/status/1882941477560701153)  2025-01-25T00:00Z 93.5K followers, 9696 engagements


"$VEEV Veeva Systems New CFO jokes about his freshman year at Veeva: I am coming up on the end of my freshman year here. So a couple of bumbles and awkward movements along the way. I got stuffed in a couple of lockers but we made it through. It's been a great ride so far""  
[X Link](https://x.com/TheTranscript_/status/1968332874194817375)  2025-09-17T15:15Z 93.5K followers, 9985 engagements


"Who makes the data center $BAC"  
[X Link](https://x.com/TheTranscript_/status/1969537078187999337)  2025-09-20T23:00Z 93.5K followers, 998.7K engagements


"Herms Q3 XX revenue growth: Leather Goods & Saddlery: +13.3% to 1700M Ready-to-Wear & Accessories: +6.6% to 1157M Silk & Textiles: +4.1% to 209M Perfume & Beauty: -XXX% to 118M Watches: +8.8% to 131M Others: +11.6% to 484M --- Total: +9.6% to 3881M $RMS"  
[X Link](https://x.com/TheTranscript_/status/1980898696058302659)  2025-10-22T07:27Z 93.5K followers, 17.3K engagements


"Royal Caribbean Group CEO: "We continue to see strong momentum across our business powered by accelerated demand growing loyalty & guest satisfaction that is at all-time highs.Looking ahead.our strong booked position gives us confidence for 2026 and beyond" $RCL: -X% PM"  
[X Link](https://x.com/TheTranscript_/status/1983131265206296677)  2025-10-28T11:18Z 93.5K followers, 5275 engagements


"Ferrari CEO: "In U.S. the business proceeds as usual. The only difference we see in U.S. that. tariffs were 25%. Now they are at 15%. Then the business proceeds as usual." $RACE"  
[X Link](https://x.com/TheTranscript_/status/1988305746287870403)  2025-11-11T18:00Z 93.5K followers, 11K engagements


"$ADYEY Adyen CFO: "We're confident in that. And that's why we've also shared our expectation that in any given year over the next few we expect growth around 20%.""  
[X Link](https://x.com/TheTranscript_/status/1988641709946012076)  2025-11-12T16:15Z 93.5K followers, 18K engagements


"$ADYEY Adyen CFO: "Back in 2015 we processed EUR XX billion in payments volume.over the last decade we've scaled it to over EUR XXX trillion in payments volume. That's a XX% CAGR over the last decade. We've shown a proven ability to scale our platform and with our customers over these years. And that EUR XXX trillion is the basis for our future growth into the next decade as well.""  
[X Link](https://x.com/TheTranscript_/status/1988668148028183029)  2025-11-12T18:00Z 93.5K followers, 7872 engagements


"Warner Music Group CEO: "With our artists and songwriters hotter than ever market share gains drove our quarterly revenues to an all-time high" $WMG: +3.3% Pre-MArket"  
[X Link](https://x.com/TheTranscript_/status/1991486637373812891)  2025-11-20T12:39Z 93.5K followers, 4597 engagements


"Veeva CEO: "Our third quarter results and increased full-year guidance demonstrate the broad-based strength we see across the business" $VEEV: -X% AH"  
[X Link](https://x.com/TheTranscript_/status/1991642322749329626)  2025-11-20T22:58Z 93.5K followers, 5842 engagements


"Couldnt resist turning our Thanksgiving dinner into a mini earnings call complete with AI talk and hyperscaler capex updates:"  
[X Link](https://x.com/TheTranscript_/status/1994271802386743740)  2025-11-28T05:07Z 93.5K followers, 14.2K engagements


"$QCOM CEO: Qualcomm to unveil new smartphone architecture in 2026 focused on on-device context and AI agent experiences"  
[X Link](https://x.com/TheTranscript_/status/1997456087180881942)  2025-12-07T00:00Z 93.5K followers, 9396 engagements


"$ORCL Oracle CFO: "Remaining Performance Obligations (RPO) increased by $68B in Q2up XX% sequentially to $523Bhighlighted by new commitments from Meta NVIDIA and others""  
[X Link](https://x.com/TheTranscript_/status/1998866961640599586)  2025-12-10T21:26Z 93.5K followers, 11.3K engagements


"$WMT CFO: E-commerce margins now benefit from scale "But what's happened more recently is now that we're profitable in e-commerce the rate of revenue increase in that part of the business is now exceeding the rate of SG&A growth. And so finally we have leverage.""  
[X Link](https://x.com/TheTranscript_/status/1999192506278510858)  2025-12-11T19:00Z 93.5K followers, 10.1K engagements


"$AMAT CFO: China WFE restrictions doubled in 2025: We had previously described that we were restricted from approximately XX% a little bit more than XX% of the market. That was a 2024 number. In 2025 that's more than doubled. In China over the last couple of years it has been about XX% of WFE.""  
[X Link](https://x.com/TheTranscript_/status/1999554879329829250)  2025-12-12T19:00Z 93.5K followers, 2627 engagements