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

The Transcript posts on X about $jpm, $bac, msft, $msft the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX +26%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +85%
- X Year XXXXXXXXXX +19%

### Mentions: XXX [#](/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 -XXXX%
- X Months XXXXX +18%
- X Year XXXXX +37%

### 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 +0.76%
- X Month XXXXXX +1.20%
- X Months XXXXXX +17%
- X Year XXXXXX +35%

### CreatorRank: XXXXXX [#](/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 [#](/creator/twitter::923687530045759488/influence)
---

**Social category influence**
[stocks](/list/stocks)  #1462 [technology brands](/list/technology-brands)  #7084 [finance](/list/finance)  #4951 [cryptocurrencies](/list/cryptocurrencies)  #857 [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [vc firms](/list/vc-firms)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [pga golfers](/list/pga-golfers)  XXXX%

**Social topic influence**
[$jpm](/topic/$jpm) #5, [$bac](/topic/$bac) #2, [msft](/topic/msft) 3.54%, [$msft](/topic/$msft) 3.54%, [$blk](/topic/$blk) #3, [$dal](/topic/$dal) 3.15%, [$pnc](/topic/$pnc) #2, [$gs](/topic/$gs) #5, [goog](/topic/goog) 2.36%, [$goog](/topic/$goog) XXXX%

**Top accounts mentioned or mentioned by**
[@007ofwallst](/creator/undefined) [@greenstocksres](/creator/undefined) [@remycointreau](/creator/undefined) [@ericsoda](/creator/undefined) [@alerts_bullish](/creator/undefined) [@stockdatamarket](/creator/undefined) [@robert_allen1](/creator/undefined) [@dissectmarkets](/creator/undefined) [@degenbonk](/creator/undefined) [@robmelzer11](/creator/undefined) [@elonmusk](/creator/undefined) [@sundarpichai](/creator/undefined) [@sawyermerritt](/creator/undefined) [@saynototrading](/creator/undefined) [@next100baggers](/creator/undefined) [@rebound_capital](/creator/undefined) [@illini3](/creator/undefined) [@rebiii333re](/creator/undefined) [@tickerplus](/creator/undefined) [@michaelboy64231](/creator/undefined)

**Top assets mentioned**
[JPMorgan Chase (JPM)](/topic/$jpm) [Basis Cash (BAC)](/topic/$bac) [Microsoft Corp. (MSFT)](/topic/$msft) [BlackCoin (BLK)](/topic/$blk) [DAOLaunch (DAL)](/topic/$dal) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [GammaSwap (GS)](/topic/$gs) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Johnson & Johnson (JNJ)](/topic/$jnj) [Bank of New York Mellon Corp (BK)](/topic/$bk) [Metadium (META)](/topic/$meta) [Statter Network (STT)](/topic/$stt) [Fastenal Company (FAST)](/topic/$fast) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Morgan Stanley (MS)](/topic/$ms) [Wells Fargo & Co (WFC)](/topic/$wfc) [US Bancorp (USB)](/topic/$usb) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Hancock Whitney Corporation Common Stock (HWC)](/topic/$hwc) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Alvey Chain (WALV)](/topic/$alv) [Arcblock (ABT)](/topic/$abt) [TrustVerse (TRV)](/topic/$trv) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Netflix Inc (NFLX)](/topic/$nflx) [American Express Company (AXP)](/topic/$axp) [Prologis Inc (PLD)](/topic/$pld) [Bank OZK (OZK)](/topic/$ozk) [First Horizon, Corp. (FHN)](/topic/$fhn) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [BlackRock Inc (BLK)](/topic/blackrock) [Helen Of Troy Ltd (HELE)](/topic/$hele) [NRG Energy Inc (NRG)](/topic/$nrg) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Pinnacle Financial Partners In (PNFP)](/topic/$pnfp) [Fulton Financial Corp (FULT)](/topic/$fult) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Magna International (MGA)](/topic/$mga) [Deere & Company (DE)](/topic/$de) [Alibaba Group (BABA)](/topic/$baba) [Walmart, Inc. (WMT)](/topic/$wmt) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Doximity, Inc. (DOCS)](/topic/$docs) [M&T Bank Corporation (MTB)](/topic/$mtb) [A3S Protocol (AA)](/topic/$aa) [Bank of America (BAC)](/topic/bank-of-america) [AES, Corp. (AES)](/topic/$aes) [D R Horton Inc (DHI)](/topic/$dhi) [Progressive Corp (PGR)](/topic/$pgr) [Blackstone, Inc. (BX)](/topic/$bx) [UnitedHealth Group (UNH)](/topic/$unh) [CSX Corporation (CSX)](/topic/$csx) [Infosys Limited (INFY)](/topic/$infy) [Witnet (WIT)](/topic/$wit) [Selfkey (KEY)](/topic/$key) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [Centrifuge (CFG)](/topic/$cfg) [First Financial Bankshares Inc (FFIN)](/topic/$ffin) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld)
### Top Social Posts [#](/creator/twitter::923687530045759488/posts)
---
Top posts by engagements in the last XX hours

"Groq establishes its first European data center footprint in Finland: Groq CEO: "As demand for AI inference continues at an ever-increasing pace we know that those building fast need more more capacity more efficiency and with a cost that scales""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1942219645743718797) 2025-07-07 13:50:22 UTC 86.5K followers, 22.1K engagements


"$JPM CEO: "The U.S. economy remained resilient in the quarter. The finalization of tax reform and potential deregulation are positive for the economic outlook however significant risks persist including from tarif s and trade uncertainty worsening geopolitical conditions high fiscal deficits & elevated asset prices""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945071070962135420) 2025-07-15 10:40:55 UTC 86.5K followers, 8535 engagements


"Volkswagen Group CEO: "Global BEV share in H1 XX increases significantly year-on-year from X to XX% strong growth in Europe (+89%) and the USA (+24%) declining development in China (-34%) Volkswagen Group clear BEV market leader in Europe (market share of around 28%)" $VWAGY"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943777366335271059) 2025-07-11 21:00:12 UTC 86.5K followers, 15.4K engagements


"Bank of America CEO: "Consumers remained resilient with healthy spending and asset quality and commercial borrower utilization rates rose." $BAC: +2% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945437933894357383) 2025-07-16 10:58:42 UTC 86.5K followers, 9524 engagements


"TSMC reports June 2025 revenue of NT$263.7B down XXXX% MoM but up XXXX% YoY with H1 revenue rising XX% YoY to NT$1.77T. Its Q2 2025 earnings call is set for next week on Thursday July 17th 2025. $TSM $TSMC"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943274662214951310) 2025-07-10 11:42:38 UTC 86.5K followers, 9428 engagements


"$BLK CEO: "We surpassed the fundraising target for GIPs fifth flagship raising $XXXX billion and delivering the largest-ever client capital raise in a private infrastructure fund.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945071951564673256) 2025-07-15 10:44:25 UTC 86.5K followers, 5382 engagements


"$C CitiGroup CEO on stablecoins: "We are looking at the issuance of a Citi stablecoin. But probably most importantly is the tokenized deposit space where we're very active and then also providing custodial solutions for crypto assets.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945502467795616148) 2025-07-16 15:15:08 UTC 86.5K followers, 3881 engagements


"$BAC CEO: "We delivered another solid quarter with earnings per share up X% YoY. Net interest income grew for the fourth straight quarter reflecting eight consecutive quarters of deposit growth and seven percent year-over-year loan growth""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945438478881136644) 2025-07-16 11:00:52 UTC 86.5K followers, 5346 engagements


"Github CEO: "I think the idea that AI without any coding skills lets you just build a billion-dollar business is mistaken. Because if that would be the case everyone would do it." $MSFT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943732021731504464) 2025-07-11 18:00:01 UTC 86.4K followers, 9545 engagements


"Fastenal CEO: "While optimism is higher business activity remains sluggish." $FAST"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1910660479539699807) 2025-04-11 11:45:31 UTC 86.5K followers, 4369 engagements


"We get to know more on trading vs investment banking revenues this week in Q2 XX earnings:"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944849423294718140) 2025-07-14 20:00:10 UTC 86.5K followers, 10.2K engagements


"World No. X Golfer Scottie Scheffler: "Theres a lot of people that make it to what they thought was gonna fulfill them in life and then you get there you get to number one in the world and they're like what's the point""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945397914789900611) 2025-07-16 08:19:41 UTC 86.5K followers, 5206 engagements


"BlackRock CEO: "We generated X% organic base fee growth for the second quarter and the first half of 2025 and X% over the last twelve months." $BLK: -X% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945071780797850061) 2025-07-15 10:43:44 UTC 86.5K followers, 9986 engagements


"$JPM CEO Jamie Dimon yesterday: "Unfortunately there is complacency in the market about tariffs" Also: "I think the possibility of those higher rates are higher than anyone else thinks. If the market is pricing a XX% chance Im pricing in a XX% to XX% chance.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943596171479687466) 2025-07-11 09:00:12 UTC 86.5K followers, 19.7K engagements


"Analyst asks Dimon: "What's holding up you guys & other banks.from issuing something joint.& prevent these stablecoin companies.coming in & offering a more convenient solution to your customers" $JPM CEO: "That's a great question & we'll let it remain as a question""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945544002268532962) 2025-07-16 18:00:11 UTC 86.5K followers, 3425 engagements


"$DAL President yesterday: " We had our highest cash sales day in the month of July -- for the month of July in a 100-year history yesterday. So advanced bookings are doing well & people are starting.at the beginning when people were fearful we saw the further out bookings going away. ""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943690499984134577) 2025-07-11 15:15:01 UTC 86.5K followers, 11.2K engagements


"$GS CIO: Agentic AI will become baseline infrastructure "This shift will require even the most junior employees and individual contributors to master three foundational management skills: describing a task clearly delegating it effectively to an AI agent and supervising the results. ""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943716981804609648) 2025-07-11 17:00:15 UTC 86.5K followers, 15.1K engagements


"$NVDA CEO: "AI inference token generation has surged tenfold in just one year and as AI agents become mainstream the demand for AI computing will accelerate.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1928587263480639955) 2025-05-30 23:00:09 UTC 86.5K followers, 28.2K engagements


"27 S&P XXX companies to report their Q2 XX earnings this week:"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944804148576444756) 2025-07-14 17:00:16 UTC 86.5K followers, 8443 engagements


"Last XX months of US CPI: 2024: Jun: XXX% Jul: XXX% Aug: XXX% Sep: XXX% Oct: XXX% Nov: XXX% Dec: XXX% 2025: Jan: XXX% Feb: XXX% Mar: XXX% Apr: XXX% May: XXX% Jun: 2.7%"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945098923762212985) 2025-07-15 12:31:36 UTC 86.5K followers, 10.3K engagements


"Helen of Troy double miss CEO: "The first quarter was challenging with tariff-related impacts making up X pps of the XXXX% consolidated revenue decline." $HELE: -XX% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943270949534482442) 2025-07-10 11:27:53 UTC 86.5K followers, 5377 engagements


"Morgan Stanley double beat with IB revenues down X% CEO: ".another strong quarter" $MS: -XXX% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945457386161840539) 2025-07-16 12:16:00 UTC 86.5K followers, 3326 engagements


"Global search engine market share shows a slight decline by Google YoY: $GOOG $GOOGL $MSFT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1942943553992446333) 2025-07-09 13:46:56 UTC 86.5K followers, 14.7K engagements


"$DAL President: Delta is expanding AI-based pricing tech from X% to XX% of domestic network by year-end "So today we're about X% of domestic and that's -- our goal is to have about XX% by the end of the year and that's a goal. We like what we see. We like it a lot and we're continuing to roll it out""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945181583222485436) 2025-07-15 18:00:03 UTC 86.5K followers, 9813 engagements


"Johnson & Johnson raises full-year guidance on forex tailwinds & operational performance $JNJ: +1.4% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945440957270299079) 2025-07-16 11:10:43 UTC 86.5K followers, 5754 engagements


"Banks are having a very good quarter: $MS $GS $BAC $WFC $JPM $BK $PNC $C"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945457981757296641) 2025-07-16 12:18:22 UTC 86.5K followers, 8365 engagements


"It's all about Nvidia next week in earnings: $NVDA $LOW $TD $TJX $AMT $INTU $ZM $ADSK $PLNT $DOCU $SNOW $CRM $MARA $TDOC $BYND $JACK $CAVA $INST $COUP $RDFN $OPEN $LUCID $AES $NRG $STLA $VRSK $ACM $DLO $KRO $CIB $HPQ $DELL $RUN $DUOL $MOS $CLOV $BE $ARCH $ESTC $RKLB $PENN $VTRS $AMNL $FRO $APLS"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1893043033253519689) 2025-02-21 21:00:04 UTC 86.5K followers, 30.4K engagements


"$META CEO on Super Intelligence: "I just think we should bet & act as if it's going to be ready in the next X to X years.if that's what you believe then you're going to invest hundreds of billions of dollars in building up the compute & whatever it takes to build out the strongest team in the industry.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945528949867794624) 2025-07-16 17:00:22 UTC 86.5K followers, 4155 engagements


"$CBRE CBRE CEO on the data center sector: "We have brought this focus to the data center sector growing its contribution to core EBITDA from X% three years ago to almost XX% in 2024. Over that time our total data center profit has increased over XXX times.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1902797296645144983) 2025-03-20 19:00:02 UTC 86.4K followers, 7280 engagements


"$MSFT CEO Satya Nadella giving advice on leadership at the Y Combinator Forum last month: " That magical sort of three things which is bringing clarity creating energy and driving success by solving over-constrained problems is what I think leadership is about.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940908566061502971) 2025-07-03 23:00:37 UTC 86.5K followers, 12.6K engagements


"Buffett: "Life today is better in almost every way. Youve got to figure that you started at a pretty lucky spot just by being born when you were. Imagine staying in some cosmic waiting room for hundreds of thousands of years and then getting dropped into the present not bad timing. So I would focus on whats been good in your life rather than whats gone wrong. Yes bad things happen sometimes very bad things. But life can still be wonderful.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1918693995640742351) 2025-05-03 15:47:50 UTC 86.5K followers, 612K engagements


"Earning this week. $TSM $UNH $JNJ $ASML $NFLX $AXP $BX $PNC $USB $SCHW $PGR $TRV $ABT $C $BAC $CSX $KMI $PLD $INFY $ERIC $WIT $KEY $HBAN $STT $CFG $ALV $DHI $UAL $RENT $OZK $FHN $SKIL $ACI $FNBO $EQBK $GSBC $FBK $PNFP $HWC $FULT $MRTN $FFIN $JCS $APLD $KORE $SDVKY $LZB $ALOT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1911736216556544082) 2025-04-14 11:00:07 UTC 86.5K followers, 18.1K engagements


"$META CEO: "SemiAnalysis just reported that Meta is on track to be the first lab to bring a 1GW+ supercluster online. We're actually building several multi-GW clusters""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944873220890390874) 2025-07-14 21:34:44 UTC 86.5K followers, 27K engagements


"Emerson Electric CEO: "AI data center racks consume significantly more power than traditional data centers with a search on ChatGPT consuming X to XX times the power of a traditional search on Google" $EMR $GOOG $GOOGL $MSFT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1792333438919512267) 2024-05-19 23:16:06 UTC 86.4K followers, 102.1K engagements


"$LRCX Bernstein Analyst in conference call with Lam Research CEO: ".what's the risk of further export controls.could our new President wake up one morning & after eating a bad burrito or something decide to cut everything off.I wish I could say I thought that risk was non-zero""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1928904359397700009) 2025-05-31 20:00:11 UTC 86.5K followers, 10.4K engagements


"Analyst to $USB CEO: "U.S. Bank stock used to trade with a premium valuation.How do you anticipate earning that premium back" CFO Gunjan Kedia: "The quality & the fundamental business model should trade at a premium. It's discounted because of skepticism around our execution""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1939745790785986639) 2025-06-30 18:00:09 UTC 86.5K followers, 8632 engagements


"Gap: "If these tariff rates remain they could result in a gross estimated incremental cost of $XXX million to $XXX million." $GAP: -XX% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1928187085522923755) 2025-05-29 20:29:59 UTC 86.5K followers, 10.2K engagements


"Citi CEO Jane Fraser: "We reported another very good quarter.Markets had its best second quarter performance since 2020 with a record second quarter for Equities" $C: +0.6% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945096365828100420) 2025-07-15 12:21:26 UTC 86.5K followers, 4401 engagements


"Lam Research CEO: "Our outlook remains strong even as we address near-term tariff-related uncertainty." $LRCX: +6% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1915136304259502459) 2025-04-23 20:10:51 UTC 86.5K followers, 9044 engagements


"Carlyle Group CFO: "So the teams are busy. In fact I think if you look at IPO market the last couple of quarters among large-cap sponsors we had XX% of the market. So I think we're a bit of an outlier in terms of realizations." $CG"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1937571430314705222) 2025-06-24 18:00:01 UTC 86.5K followers, 8736 engagements


"ASML Q2 XX results YoY: Total net sales: +23.2% to 7.7B Net income: +45.1% to 2.3B Gross margin: XXXX% +220bps Net bookings: -XXX% to 5.5B New lithography systems sold: -XXXX% to XX units FY XX sales expected to grow XX% YoY with XX% gross margin $ASML"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945352263712768110) 2025-07-16 05:18:17 UTC 86.5K followers, 46.4K engagements


"Prologis CEO: "Our leasing pipeline has reached historically high levels and what we're hearing from customers especially the larger ones is clear: they're planning engaging and increasingly ready to act" $PLD: +2% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945458351241822598) 2025-07-16 12:19:50 UTC 86.5K followers, 3535 engagements


"Slow start to the Q2 XX earnings season next week: $DAL $CAG $LEVI $SMPL $PSMT $WDFC $HELE $ETWO $MEI $AZZ $BSET $BYRN $KURA $SAR $AEHR $PCYO $NTIC"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1941587927001362862) 2025-07-05 20:00:09 UTC 86.5K followers, 58.7K engagements


"Jabil CFO: "Demand for AI hardware is not slowing down. If anything it's accelerating the need for complex server and rack integration advanced networking & innovative power & coaling solutions is surging." $JBL"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1938979455604793494) 2025-06-28 15:15:01 UTC 86.5K followers, 15.2K engagements


"Wells Fargo CEO: "Our second quarter results reflect the progress we are making to consistently produce stronger financial results with net income and diluted EPS up QoQ and YoY." $WFC: -XXX% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945074248441119146) 2025-07-15 10:53:33 UTC 86.5K followers, 5003 engagements


"BlackRock: "$152B of YTD total net inflows led by a record H1 for iShares ETFs alongside private markets & cash net inflows $68B of quarterly total net inflows reflect impact of a single institutional client's $52B lower-fee index partial redemption" $BLK"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945072333401567398) 2025-07-15 10:45:56 UTC 86.5K followers, 4288 engagements


"Question to $JPM CFO: ".is there more you can do to desensitize the balance sheet before rate cuts begin to kick in as I guess the markets expect later this year" $JPM CEO interjects: ".before he goes on what the market expects is almost never what happens""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945111331708772533) 2025-07-15 13:20:54 UTC 86.5K followers, 8146 engagements


"Clear CEO: "I used to tell our management teams when I was an investor you should just lever up and buy back stock. I don't know why you're not more levered. The optimal capital structure is X. When you run the business and you're responsible for all the employees and you're wanting to invest in the business or leave cash on the balance sheet for potential M&A or whatever levering up doesn't necessarily feel like the great thing""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943369634482409755) 2025-07-10 18:00:01 UTC 86.5K followers, 12.8K engagements


"Delta Air Lines President: "Through the quarter demand trends stabilized at levels that are flat to last year and we continued to see resilience in our diverse high-margin revenue streams." $DAL"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943268438023041250) 2025-07-10 11:17:54 UTC 86.5K followers, 11.5K engagements


"$SHAK CFO: "we kinda had a a great moment around our Dubai chocolate shake. We had put that in place late in April and it was you know only in XX shacks. We only had a limited number of XX shacks. We only had XX per day. And we sold out of it you know kind of immediately in almost every single shack""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944052886591484011) 2025-07-12 15:15:01 UTC 86.5K followers, 18K engagements


"$BLK CEO: "Europe is just starting to launch the same type of growth rates that we saw in the U.S. in terms of ETF adoption IShares is about $1T in Europe with XX% market share.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945104475955347675) 2025-07-15 12:53:40 UTC 86.5K followers, 4399 engagements


"$FCX Freeport-McMoRan CEO on copper demand: "New massive investment in the power grid renewable generation technology infrastructure and transportation are driving increased demand for copper and forecast call for above tent trend growth in-demand for the foreseeable future.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1886202949187297454) 2025-02-03 00:00:01 UTC 86.5K followers, 10.8K engagements


"J.B. Hunt Transport double beat "Overall demand for our intermodal service remained steady despite market volatility surrounding global supply-chains and trade patterns." $JBHT: -X% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945217567703904503) 2025-07-15 20:23:03 UTC 86.5K followers, 4677 engagements


"$BAC: "Net charge-offs of $1.5B were flat to 2Q24 and 1Q2""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945439370980233677) 2025-07-16 11:04:25 UTC 86.5K followers, 3415 engagements


"$DVN Devon Energy CEO on what their North Star is: "What's the North Star what are we focused on what are we driving for. For us sustainable free cash flow durable sustainable free cash flow is what we're driving towards. We are clear on that""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1941950284236030446) 2025-07-06 20:00:02 UTC 86.5K followers, 13.1K engagements


"$STZ Constellation Brands CEO/CFO: "Our Beer Business faced ongoing volume headwinds as subdued spending and value-seeking behaviors persisted among consumers in Q1 FY XX. This remained particularly notable in our top sales states and most significantly in zip codes with larger Hispanic populations in these key markets.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940148627156226348) 2025-07-01 20:40:53 UTC 86.5K followers, 6241 engagements


"Fastenal double beat CEO: "2Q25 net sales were +8.6% largely reflecting contribution from improved customer contract signings over the last six quarters. Market conditions remained sluggish providing minimal contribution." $FAST: +5% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944731847226974477) 2025-07-14 12:12:58 UTC 86.5K followers, 10.3K engagements


"Google inks $3B deal with Brookfield for 670MW of hydro power to run AI data centers: "This collaboration with Brookfield is a significant step forward ensuring clean energy supply in the PJM region where we operate" $GOOG $GOOGL $BAM"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945083781863313737) 2025-07-15 11:31:26 UTC 86.5K followers, 12.5K engagements


"Quotes we noted in May 2023 on learning from failure by $NVDA CEO: "I was successful until I started NVIDIA. At NVIDIA I experienced failures great big ones. All humiliating & embarrassing. Many nearly doomed us.Confronting our mistake(s) & with humility asking for help saved NVIDIA""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944124639254655318) 2025-07-12 20:00:08 UTC 86.5K followers, 10.1K engagements


"Next week in earnings: $WMT $BABA $DE $AMAT $CSCO $JD $NTES $HMC $DAL $SE $TTWO $CYBR $UA $NRG $MGA $CSIQ $EXEL $IGT $DOCS $PERI $DLO $NRGV $DXC $CAVA $FOXA $RMD $TME $NICE $DT $CPRX $FLO $SMR $DDD $MNDY $ACHR $NU $ARCO $PSFE $INVZ $RNA $GLOB $PNNT $SRAD $HTZ $CHGG $MMP $OKLO"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1920931818439929959) 2025-05-09 20:00:09 UTC 86.5K followers, 45.6K engagements


"The Q2 '25 earnings season kicks off next week led by the big banks: $JPM $BLK $ASML $GS $NFLX $JNJ $AXP $ELV $PEP $MS $TRV $PNC $MTB $CTAS $BAC $WFC $STT $C $BK $MMC $UAL $ACI $FAST $SLB $MMM $ABT $ERIC $USB $TCBI $RF $FHN $SLP $EQBK $FNB $OZK $HWC $SCHW $ALV $CMA $ALLY"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943762256157978749) 2025-07-11 20:00:09 UTC 86.5K followers, 25.1K engagements


"$NVDA CEO: "I wish upon my kids and the people I love to have the same experience that long suffering that comes with struggle.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944169937339396577) 2025-07-12 23:00:08 UTC 86.5K followers, 9637 engagements


"PNC Financial Services CEO: "The strength of our franchise resulted in strong loan and revenue growth even through an uncertain macro environment while expenses remained well-controlled." $PNC: +2% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945441974888116291) 2025-07-16 11:14:46 UTC 86.5K followers, 3520 engagements


"$SAP CEO: "I'm first of all very happy that Philipp our CTO had a conviction to say 'Christian let's not acquire and jump on the hype of LLMs and SAP needs to have an own LLM.' They are becoming now heavily commoditized. We invested into our own AI foundation and now these AI agentsit's not like that you know we develop an agent and suddenly they do magic.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944441704112898251) 2025-07-13 17:00:02 UTC 86.5K followers, 10.8K engagements


"JPMorganChase double beat CEO: "We reported another quarter of strong results generating net income of $15B or net income of $14.2B excluding a significant item." $JPM"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945070800593182911) 2025-07-15 10:39:51 UTC 86.5K followers, 4431 engagements


"$JPM CFO: "We're essentially firing on all CYLINDERS""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945129182280786287) 2025-07-15 14:31:50 UTC 86.5K followers, 13.9K engagements


"Costcos June 2025 sales: Sales: +8.0% YoY to $26.44B Comp Sales: +5.8% YoY (Ex-Gas & FX: +6.2% YoY) E-comm Sales: +11.5% YoY (Ex-Gas & FX: +11.2% YoY) $COST"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943267357247582390) 2025-07-10 11:13:36 UTC 86.5K followers, 29.2K engagements


"$MSFT CEO Satya Nadella giving advice at the Y Combinator Forum last month: " Don't wait for the next big thing. Take the thing that you have as the biggest thing and then make it expansive.:"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1941270939796373978) 2025-07-04 23:00:33 UTC 86.5K followers, 20.9K engagements


"Veeva Systems CEO: "I consider this our best first quarter ever." $VEEV: +11% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1927819809686777904) 2025-05-28 20:10:34 UTC 86.5K followers, 6900 engagements


"Hermes CEO: "When I started out managing the group in 2013.there were XXX stores at the time & now we have XXX. So we have fewer stores than back then. So it's not by opening more stores that we became more successful & increased fourfold our revenue. So we don't grow our scope by opening new stores""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1893813113520324715) 2025-02-24 00:00:06 UTC 86.5K followers, 47.6K engagements


"$Z Zillow Group CEO: No plans to expand internationally "We have no plans to go international. As I just talked about the U.S. real estate market is an enormous TAM and opportunity and we are very very focused on transaction share and gains and rewiring this industry. So the U.S. market remains our focus and will be.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1936121879020073369) 2025-06-20 18:00:02 UTC 86.4K followers, 9226 engagements


"Waste Management CFO: "I think it's important to understand how we've performed over the past few years" $WM"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940817868985455024) 2025-07-03 17:00:13 UTC 86.5K followers, 15K engagements


"$META CEO on why personal super intelligence sets them apart from other labs: "So far I think that you hear a lot from the other labs around wanting to automate all of the economically productive work in society.what were going to try to do is personal super intelligence""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945527315574001843) 2025-07-16 16:53:52 UTC 86.5K followers, 3173 engagements


"Analyst in conference call with CME Group CEO: "I don't think people fully understand that you're one of the leading crypto firms globally when it comes to derivatives it does seem like competition is increasing as people started to dip the toe into the water in crypto" $CME"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1931093749100331152) 2025-06-06 21:00:02 UTC 86.5K followers, 9485 engagements


"$MSFT CPO: Don't bet against continued technological progress"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944532330896658652) 2025-07-13 23:00:10 UTC 86.5K followers, 9743 engagements


"Even with Q2 wrapping up today and Q3 kicking off tomorrow it's a surprisingly quiet week for earnings. $QMCO $STZ $UNF $PRGS $FC $MSM $GBX $ZENV"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1939676902706606544) 2025-06-30 13:26:25 UTC 86.5K followers, 16.3K engagements


"Looks like Google isn't dead yet: $GOOG $GOOGL $MSFT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943007299838394440) 2025-07-09 18:00:14 UTC 86.5K followers, 50.1K engagements


"$SAP CEO: "Is it really that we need to build five data centers and put great chips in there Is this what Europe needs I doubt it""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1942357969682981100) 2025-07-07 23:00:01 UTC 86.5K followers, 26.1K engagements


"Goldman Sachs double beat CEO: "Our strong results for the quarter reflected healthy client activity levels across our businesses.At this time the economy and markets are generally responding positively to the evolving policy environment." $GS: +1% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945456186653880512) 2025-07-16 12:11:14 UTC 86.5K followers, 3289 engagements


"Levi CFO: "Given our strong H1 and continued momentum across the businessand despite higher tariffswe are raising our full-year revenue and EPS expectations." $LEVI: +7% AH"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943413596538421634) 2025-07-10 20:54:42 UTC 86.5K followers, 9853 engagements


"$NVDA CEO: II am announcing that the US government has approved for us filing licenses to start shipping H20s. And so we will start to sell H20s to the Chinese market and I'm looking forward to shipping H20s very soon. And so I'm very happy with that. Very very good news.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945045720870047836) 2025-07-15 09:00:11 UTC 86.5K followers, 25.9K engagements


"Friday's earnings $FUBO $XOM $CVX $CI $APO $AES $ETN $SHEL $WEN $MGA $CBOE"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1918055428002287779) 2025-05-01 21:30:24 UTC 86.5K followers, 5401 engagements


"$BAC CEO: "So far this year we have supplied more capital to our businesses and returned XX percent more capital to shareholders in the first half of this year than last year"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945438986765209819) 2025-07-16 11:02:53 UTC 86.5K followers, 3491 engagements


"$XOM ExxonMobil exec strongly pushes back on sell-side analysts' pessimistic post-2030 assumptions. "A lot of models from some of the sell-side analysts have a terminal value around 2030 in that time period that's negative for us. So the extent that we've talked about our earnings growth out to 2030 you know there's models to get to our current valuation you have to if you accept that 2030 growth you have to start saying we're immediately going to start declining from there. will immediately start reducing earnings losing cash flow from there and nothing could be further from the truth.#"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1941904987606667588) 2025-07-06 17:00:02 UTC 86.5K followers, 10.1K engagements


"Some banter from the Bank of New York Melon Call: Mike Mayo: "No good deed goes unpunished. I know you talked about organic growth." $BK CEO: "You could make that one of your punch lines Mike. I know you've trademarked the world's worst oligopoly but that one you can put in trademark as well.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945517006473535889) 2025-07-16 16:12:54 UTC 86.5K followers, 3814 engagements


"Rio Tinto Q2 market commentary: "Chinese economy: industrial activity and net exports grew strongly during the quarter on the back of Chinas highly competitive manufacturing sector""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945467950170767674) 2025-07-16 12:57:59 UTC 86.5K followers, 4090 engagements


"Slow start to the Q2 XX earnings season this week: $DAL $CAG $LEVI $SMPL $PSMT $WDFC $HELE $ETWO $MEI $AZZ $BSET $BYRN $KURA $SAR $AEHR $PCYO $NTIC"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1942191940155658360) 2025-07-07 12:00:17 UTC 86.5K followers, 6607 engagements


"Brunello Cucinelli CEO: "The first half of this year has ended with excellent results.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943413897517482226) 2025-07-10 20:55:54 UTC 86.5K followers, 7853 engagements


"$AA Alcoa CEO: ".the administration has asked us are we likely to reshore aluminum production in the United States We make decisions around aluminum production that are a horizon of XX to XX years. We would not be making an investment in the United SS based on a tariff structure that could be in place for a much shorter period of time""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1898086251141775716) 2025-03-07 19:00:01 UTC 86.5K followers, 71.6K engagements


"$META Q2 XX earnings call later this month will be box office stuff"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940458820553396298) 2025-07-02 17:13:29 UTC 86.4K followers, 9379 engagements


"Tesla has set its 2025 Annual Shareholder Meeting for November 6th 2025. The next earnings call is scheduled for July 23rd 2025 after markets close. $TSLA @elonmusk"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943272757648650325) 2025-07-10 11:35:04 UTC 86.5K followers, 4180 engagements


"Bank of New York Mellon CEO: ".a strong performance in the second quarter. Total revenue was up X% Y/Y and for the first time exceeded $5B in a quarter." $BK: +2.4% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945072890908426291) 2025-07-15 10:48:09 UTC 86.5K followers, 4350 engagements


"The Q2 '25 earnings season kicks off this week led by the big banks: $JPM $BLK $ASML $GS $NFLX $JNJ $AXP $ELV $PEP $MS $TRV $PNC $MTB $CTAS $BAC $WFC $STT $C $BK $MMC $UAL $ACI $FAST $SLB $MMM $ABT $ERIC $USB $TCBI $RF $FHN $SLP $EQBK $FNB $OZK $HWC $SCHW $ALV $CMA $ALLY"  
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"$JPM: "Reserves were relatively flat as changes in the weighted-average macroeconomic outlook were offset by loan growth in Card Services""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945082072575438906) 2025-07-15 11:24:38 UTC 86.5K followers, 4055 engagements


"$STT State Street CEO: "ETF volumes went to record highs during the first part of April. We are largely an institutional ETF provider. So we had a couple of days where our volumes were higher than the collective volumes of BlackRock and Vanguard combined. And that just reflected that we have a higher share of institutional than those X firms.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940108147555029465) 2025-07-01 18:00:02 UTC 86.4K followers, 8325 engagements


"$AA Alcoa: "In Q1 XX Alcoa incurred approximately $20M of tariff costs on imports of aluminum from Canada as the XX% tariff under U.S. Section XXX became effective on March XX 2025.For Q2 XX the Aluminum Segment expects sequential unfavorable impacts of $90M due to U.S. Section XXX tariffs""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1912865961406845088) 2025-04-17 13:49:19 UTC 86.5K followers, 7611 engagements


"Jamie Dimon and co kick off the Q2 earnings season tomorrow: Before Open: $JPM $C $BLK $WFC $STT $BK $ANGO $ACI $ERIC After Close: $JBHT $OMC $HWC $KMTS $WAFD $PNFP $FULT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944864524248736048) 2025-07-14 21:00:11 UTC 86.5K followers, 10.6K engagements


"Constellation Brands CEO: ".we continued to face softer consumer demand largely driven by what we believe to be non-structural socioeconomic factors." $STZ: -X% PM"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940148261731410234) 2025-07-01 20:39:26 UTC 86.4K followers, 5782 engagements


"General Mills CEO: "As we head into fiscal XX we expect the operating environment will remain volatile with consumers pressured by widespread uncertainty from tariffs global conflicts and changing regulations" $GIS:"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1937852116036358309) 2025-06-25 12:35:22 UTC 86.4K followers, 4824 engagements


"$DVN Devon Energy CEO lightheartedly deflects macro talk with some Thunder pride: "It's exciting. I mean in a place like New York the Knicks could win the whole thing and it's maybe the seventy-fifth most important thing going on in the city at one time. In Oklahoma City I mean that's really a big deal and I love it for the community. I love it for the state.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1937534088321073365) 2025-06-24 15:31:38 UTC 86.5K followers, 4535 engagements


"Fastenal: Customer sentiment remains favorable but uncertainty related to the rapidly changing tariff environment continues to cause concern. Manufacturing end markets outperformed due to growth with key account customers $FAST"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944732962429542750) 2025-07-14 12:17:24 UTC 86.5K followers, 18.9K engagements


"Delta Air Lines double beat + restores FY guidance CEO: "In the June quarter Delta delivered record revenue on a XX% operating margin generating $1.8B in pre-tax profit and leading network peers across key operational metrics. $DAL: +12% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943268204987482153) 2025-07-10 11:16:58 UTC 86.5K followers, 5118 engagements


"Zuckerberg approaching OpenAI employees: $META"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940429088109519356) 2025-07-02 15:15:20 UTC 86.5K followers, 167.1K engagements


"AI-based tools now responsible for XX% of code character input at Google. ".we have seen continued fast growth similar to other enterprise contexts with an acceptance rate by software engineers of XX% assisting in the completion of XX% of code character." $GOOG $GOOGL"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1943807557124206687) 2025-07-11 23:00:10 UTC 86.5K followers, 9819 engagements


"$UPST CFO: "Our spending habits got turbocharged with the stimulus and they never got unwound. And maybe some of that is at the heart of the disconnect. We've gotten used to a certain way of living we can't really afford it. All the base numbers are good but I don't think people feel like they're on -- there's much of a safety net around them. And the labor market does remain extremely resilient.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1940832920371188200) 2025-07-03 18:00:01 UTC 86.5K followers, 14.2K engagements


"This week in earnings: $WMT $BABA $DE $AMAT $CSCO $JD $NTES $HMC $DAL $SE $TTWO $CYBR $UA $NRG $MGA $CSIQ $EXEL $IGT $DOCS $PERI $DLO $NRGV $DXC $CAVA $FOXA $RMD $TME $NICE $DT $CPRX $FLO $SMR $DDD $MNDY $ACHR $NU $ARCO $PSFE $INVZ $RNA $GLOB $PNNT $SRAD $HTZ $CHGG $MMP $OKLO"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1921883083927961684) 2025-05-12 11:00:08 UTC 86.5K followers, 9716 engagements


"AI-optimized concrete is here: "Using AI we can optimize our specialized concrete formulations for data center requirements." $AMRZ $META"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945492765074182556) 2025-07-16 14:36:35 UTC 86.5K followers, 3865 engagements


"$LEVI CEO: "In Q2 we delivered another quarter of high single-digit organic net revenue growth up 9%. Direct-to-consumer was up XX% reflecting the 13th consecutive quarter of positive comparable sales growth with strong and increasing profitability across channels.""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1944388853915435070) 2025-07-13 13:30:02 UTC 86.5K followers, 8791 engagements


"General Mills CEO: "Our number one goal in FY XX is to restore volume-driven organic sales growth." FY XX Results: Net Sales: -X% to $19.5B Operating Profit: -X% to $3.3B Net profit: -X% to $2.3B $GIS: -X% Pre-Market"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1937851603358212316) 2025-06-25 12:33:20 UTC 86.4K followers, 4838 engagements


"$BLK CEO: "All the medical evidence suggests that those who are working and have a purpose actually live even longer than those who retire quite young""  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945257111900053970) 2025-07-15 23:00:11 UTC 86.5K followers, 15.4K engagements


"Alphabet CFO in Q1 XX earnings: "Net income increased XX% to $XXXX billion and earnings per share increased XX% to $2.81" $GOOG $GOOGL"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1935751486233067812) 2025-06-19 17:28:13 UTC 86.5K followers, 19.7K engagements


"Earning next week. $TSM $UNH $JNJ $ASML $NFLX $AXP $BX $PNC $USB $SCHW $PGR $TRV $ABT $C $BAC $CSX $KMI $PLD $INFY $ERIC $WIT $KEY $HBAN $STT $CFG $ALV $DHI $UAL $RENT $OZK $FHN $SKIL $ACI $FNBO $EQBK $GSBC $FBK $PNFP $HWC $FULT $MRTN $FFIN $JCS $APLD $KORE $SDVKY $LZB $ALOT"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1910830238353023210) 2025-04-11 23:00:04 UTC 86.5K followers, 44.9K engagements


"Tomorrow's earnings party includes ASML Morgan Stanley Bank of America & Goldman Sachs: Before Open: $ASML $BAC $GS $PNC $JNJ $PLD $MTB $MS $SDVKY After Close: $UAL $KMI $AA $MCRI $SNV $SLG $BANR $GSBC $HOMB"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1945226948453786089) 2025-07-15 21:00:19 UTC 86.5K followers, 13.4K engagements


"A busy Thursday with Walmart Alibaba. John Deere & Applied Materials among those reporting: Before Open: $BABA $WMT $DE $GAMB $MRX $NTES $AZUL $NICE $BIRK $BEKE $EDAP $CSIQ After Close: $AMAT $CAVA $TTWO $DOCS $BTBT $KORE $DFLI $BAP $SPCE"  
![@TheTranscript_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::923687530045759488.png) [@TheTranscript_](/creator/x/TheTranscript_) on [X](/post/tweet/1922758852895965309) 2025-05-14 21:00:08 UTC 86.5K followers, 10.9K engagements