# ![@equitydd Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1460347988039983104.png) @equitydd Equity investor

Several equity investors and analysts are sharing their insights and watchlists on social media, highlighting trending stocks and recent earnings reports. Notable stocks mentioned include $IREN, $CLS, $ALAB, and $APP, which have shown significant growth and are part of various watchlists and top-performing lists. The overall market sentiment appears to be bullish, with many investors expressing optimism about certain stocks and sectors.

### Engagements: [-----] [#](/creator/twitter::1460347988039983104/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460347988039983104/c:line/m:interactions.svg)

- [--] Week [------] +19%
- [--] Month [-------] +11%
- [--] Months [---------] +281%
- [--] Year [---------] +426%

### Mentions: [--] [#](/creator/twitter::1460347988039983104/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460347988039983104/c:line/m:posts_active.svg)

- [--] Week [---] -18%
- [--] Month [---] +31%
- [--] Months [-----] +123%
- [--] Year [-----] +36%

### Followers: [-----] [#](/creator/twitter::1460347988039983104/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460347988039983104/c:line/m:followers.svg)

- [--] Week [-----] +1.30%
- [--] Month [-----] +5.70%
- [--] Months [-----] +125%
- [--] Year [-----] +343%

### CreatorRank: [-------] [#](/creator/twitter::1460347988039983104/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460347988039983104/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  78.9% [cryptocurrencies](/list/cryptocurrencies)  #6124 [technology brands](/list/technology-brands)  24.77% [automotive brands](/list/automotive-brands)  3.67% [countries](/list/countries)  2.75% [social networks](/list/social-networks)  2.75% [exchanges](/list/exchanges)  1.83% [financial services](/list/financial-services)  0.92% [luxury brands](/list/luxury-brands)  0.92%

**Social topic influence**
[beats by](/topic/beats-by) #94, [stocks](/topic/stocks) #2753, [$lite](/topic/$lite) #11, [$sndk](/topic/$sndk) #24, [$mu](/topic/$mu) #61, [$crdo](/topic/$crdo) #8, [$wdc](/topic/$wdc) #12, [$cls](/topic/$cls) #13, [$ter](/topic/$ter) #10, [$stx](/topic/$stx) #8

**Top accounts mentioned or mentioned by**
[@caseyvsilver](/creator/undefined) [@william_r2rclub](/creator/undefined) [@dolores_capital](/creator/undefined) [@cleanhodl](/creator/undefined) [@hmeisler](/creator/undefined) [@anthony57760832](/creator/undefined) [@clean_hodl](/creator/undefined) [@grok](/creator/undefined) [@bubbagde](/creator/undefined)

**Top assets mentioned**
[Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Western Digital Corp (WDC)](/topic/$wdc) [Coldstack (CLS)](/topic/$cls) [Teradyne, Inc. (TER)](/topic/$ter) [Stacks (STX)](/topic/$stx) [Iagon (IAG)](/topic/$iag) [AngloGold Ashanti Limited (AU)](/topic/$au) [Iris Energy Limited (IREN)](/topic/$iren) [AppLovin Corporation (APP)](/topic/$app) [Coherent Inc (COHR)](/topic/$cohr) [Corning Incorporated (GLW)](/topic/$glw) [Applied Digital Corp. (APLD)](/topic/$apld) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Modine Manufacturing Co (MOD)](/topic/$mod) [PACS Group, Inc. (PACS)](/topic/$pacs) [Gravity Finance (GFI)](/topic/$gfi) [Coeur Mining, Inc. (CDE)](/topic/$cde) [Four (FORM)](/topic/$form) [Kulicke & Soffa Industries Inc (KLIC)](/topic/$klic) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Bloom Energy Corporation (BE)](/topic/$be) [Ciena Corporation (CIEN)](/topic/$cien) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Kinross Gold Corporation (KGC)](/topic/$kgc) [Advanced Micro Devices (AMD)](/topic/$amd) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Fabrinet (FN)](/topic/$fn) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Fastly, Inc. (FSLY)](/topic/$fsly) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [CatCoin (CAT)](/topic/$cat) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Orla Mining Ltd. (ORLA)](/topic/$orla) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Powell Industries Inc (POWL)](/topic/$powl) [Tapestry, Inc. (TPR)](/topic/$tpr) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Woodward, Inc. (WWD)](/topic/$wwd) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [Deere & Company (DE)](/topic/$de) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Advanced Energy Industries Inc (AEIS)](/topic/$aeis) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Amphenol Corporation (APH)](/topic/$aph) [Alien Base (ALB)](/topic/$alb) [Arista Networks Inc (ANET)](/topic/$anet) [Mirum Pharmaceuticals, Inc. Common Stock (MIRM)](/topic/$mirm) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Sanmina  Corp (SANM)](/topic/$sanm) [Cloudflare, Inc. (NET)](/topic/$net) [McDonald's Corp (MCD)](/topic/$mcd) [Cisco Systems Inc (CSCO)](/topic/$csco) [Envista Holdings Corporation Common stock, $0.01 par value per share (NVST)](/topic/$nvst) [Arrow Electronics, Inc. (ARW)](/topic/$arw) [Silicon Laboratories Inc (SLAB)](/topic/$slab) [ArcelorMittal (MT)](/topic/$mt) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Oshkosh Corp. (OSK)](/topic/$osk) [Carpenter Technology Corp (CRS)](/topic/$crs) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) [RAI Finance (SOFI)](/topic/$sofi) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Walmart, Inc. (WMT)](/topic/$wmt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Top weekly winners $LITE $TER $FORM $NVST $POWL $KLIC $TPR $ARW $GLW $MOD $SITM $SLAB $CRS $DAL $MT $STLD $ALGM $LASR $MRK $CAT $DE $WWD $XPO $PAHC $OSK"  
[X Link](https://x.com/equitydd/status/2020594945867006181)  2026-02-08T20:25Z [----] followers, [----] engagements


"$MAGS Mega cap ETF approaching its [---] MA after a long time. Below chart shows how it reacted last year and watching what it will do this time 👀"  
[X Link](https://x.com/equitydd/status/2022414802698801224)  2026-02-13T20:57Z [----] followers, [----] engagements


"$SPHR gapped up yesterday on the earnings beat. This one along with $SNDK $STX and few others made new highs few months back and are up a lot since then. Noteworthy stocks making new ATH today 📝 $SNDK Sandisk YTD +685% $AU AngloGold YTD +267% $STX Seagate YTD +230% $TTMI TTM tech YTD +180% $AGX Argan YTD +165% $SOFI Sofi Tech YTD +109% $SPHR Sphere Ent YTD +92% $OSIS OSI Systems YTD +70% $AXSM Noteworthy stocks making new ATH today 📝 $SNDK Sandisk YTD +685% $AU AngloGold YTD +267% $STX Seagate YTD +230% $TTMI TTM tech YTD +180% $AGX Argan YTD +165% $SOFI Sofi Tech YTD +109% $SPHR Sphere Ent"  
[X Link](https://x.com/equitydd/status/2022498235919798485)  2026-02-14T02:28Z [----] followers, [----] engagements


"$SNDK Sandisk listed after separating from Western Digital $WDC"  
[X Link](https://x.com/equitydd/status/1896078783557615924)  2025-03-02T06:03Z [----] followers, [---] engagements


"$IBEX beat earnings yesterday and the stock is up 36% today on huge volume 👀 adding to my watchlist"  
[X Link](https://x.com/equitydd/status/1966599942157267357)  2025-09-12T20:28Z [----] followers, [---] engagements


"$HOOD $COIN $AFRM $MELI $SE $SOFI Which FinTechs do own"  
[X Link](https://x.com/equitydd/status/1968897280565534754)  2025-09-19T04:37Z [----] followers, [----] engagements


"$BOTT Humanoid Robotics ETF Top holdings: $RR $TSLA $TER $SERV $NVDA $XPEV $PDYN Ubtech Ecovacs etc [--] months return: 65%"  
[X Link](https://x.com/anyuser/status/1982598598857724175)  2025-10-27T00:01Z [----] followers, [----] engagements


"Stocks with high RS that should be on your radar: Stock Company YTD return $AEIS Advanced Energy 95% $APLD Applied Digital 333% $APP AppLovin 90% $BE Bloom Energy 536% $CAH Cardinal Health 68% $CIEN Ciena Corp 112% $CRDO Credo 155% $EBR Centrais Eltricas 87% $HWM Howmet Aerospace 101% $INTR Inter & Co 131% $IREN IREN 678% $LITE Lumentum 177% $MCK McKesson 48% $MDB MongoDB 50% $MU Micron Technology 183% $NBIS Nebius 322% $NXT Nextracker 206% $OSIS OSI Systems 68% $SNDK Sandisk 510% $STX Seagate 219% $SYM Symbotic 227% $VRT Vertiv Holdings 68% $WDC Western Digital 168%"  
[X Link](https://x.com/anyuser/status/1986265986560106841)  2025-11-06T02:54Z [----] followers, 12.6K engagements


"Trending stocks with high shorts interest and a potential for a short squeeze 📈 Stock Short Interest $EOSE 30% $HIMS 30% $APLD 28% $SOUN 27% $TNGX 27% $PGY 27% $WULF 27% $SEI 26% $MARA 26% $ANAB 25% $ARRY 25% $SPHR 24% $LEU 24% $URGN 24% $AXL 23% $TMDX 23% $SEDG 22% $LMND 21% $LEU 20% $RIGL 19% $AAOI 19% $W 18% $YOU 18% $PGY 18% $IREN 18% $CIFR 17% $OSCR 17% $DK 17% $INOD 16% $MDGL 16% $COLL 16% $POWL 16% $ESTA 16% $BE 16% $RIOT 16% $FLNC 16% $TGTX 16% $LITE 15% $HUT 14% $GRAL 13% https://twitter.com/i/web/status/1987391088945225930 https://twitter.com/i/web/status/1987391088945225930"  
[X Link](https://x.com/equitydd/status/1987391088945225930)  2025-11-09T05:25Z [----] followers, [----] engagements


"Stocks that hit new [--] week high today and still closed green. $PACS Healthcare $ABVX Healthcare $TYRA Healthcare $EXAS Healthcare $NTRA Healthcare $PTCT Healthcare $IRMD Healthcare $MCY Financial $WELL Real Estate $JNJ Healthcare $MAZE Healthcare $CTRN Consumer cyclical $GH Healthcare https://twitter.com/i/web/status/1991759759658348958 https://twitter.com/i/web/status/1991759759658348958"  
[X Link](https://x.com/equitydd/status/1991759759658348958)  2025-11-21T06:45Z [----] followers, [----] engagements


"IBD Top [--] stocks $CLS 🥇 $STOK $ARQT $IAG $FIX $TVTX $ANAB $CRDO $MU $PACS $GFI $APH $AU $TARS $TFPM IBD Top [--] stocks $ARQT 🥇 $TVTX $ANAB $STOK $FIX $MU $TARS $PACS $APH $AU $KGC $ARGX $GH $TFPM $LLY https://t.co/SRcdaEaC3P IBD Top [--] stocks $ARQT 🥇 $TVTX $ANAB $STOK $FIX $MU $TARS $PACS $APH $AU $KGC $ARGX $GH $TFPM $LLY https://t.co/SRcdaEaC3P"  
[X Link](https://x.com/equitydd/status/1995029009424658943)  2025-11-30T07:15Z [----] followers, 36.8K engagements


"Notable stocks making new highs today 📝 which of these are in your portfolio $AVGO Broadcom $MS Morgan Stanley $GS Goldman Sachs $CVNA Carvana $PWR Quanta Services $TER Teradyne $COHR Coherent $SATS Echostar $LITE Lumentum $TTMI TTM Technologies $TARS Tarsus Pharma $ELVR Elevra Lithium $IESC IES Holdings $CRH CRH $FLEX Flex https://twitter.com/i/web/status/1998278583559831894 https://twitter.com/i/web/status/1998278583559831894"  
[X Link](https://x.com/equitydd/status/1998278583559831894)  2025-12-09T06:28Z [----] followers, [----] engagements


"$YOU Clear Secure Inc gapped up last Friday (index panic day) on the news that they had secured a contract with the Centers for Medicare & Medicaid Services (CMS) to provide identity verification services for This contract represents a major expansion for Clear Secure beyond their core airport security business into the massive healthcare identity verification market. The deal addresses growing concerns about identity fraud in healthcare and positions Clear Secure for significant long-term growth in the government and healthcare sectors. http://Medicare.gov http://Medicare.gov AI sector under"  
[X Link](https://x.com/equitydd/status/2000060494531461323)  2025-12-14T04:29Z [----] followers, [----] engagements


"Stocks with High Revenue and Earnings Growth backed by high relative strength 📝 $PACS Healthcare $ARWR Healthcare $ANAB Healthcare $EMPG Healthcare $ZBIO Healthcare $ARQT Healthcare $ZEPP Healthcare $TVTX Healthcare $LITE Tech $WDC Tech $LMND Insurance $HL Minerals/Mining $AUGO Minerals/Mining $AG Minerals/Mining $AU Minerals/Mining $GFI Minerals/Mining $CDE Minerals/Mining $SSRM Minerals/Mining $ASTS Space https://twitter.com/i/web/status/2000458568504664498 https://twitter.com/i/web/status/2000458568504664498"  
[X Link](https://x.com/equitydd/status/2000458568504664498)  2025-12-15T06:51Z [----] followers, [----] engagements


"2x long ETF top gainers today $NVTX +25% (2x $NVTS) $MULL +20% (2x $MU) $RKLX +20% (2x $RKLB) $OPEX +19% (2x $OPEN) $NEBX +15% (2x $NBIS)"  
[X Link](https://x.com/equitydd/status/2008710615075090601)  2026-01-07T01:21Z [----] followers, [----] engagements


"$DIBS nice bull flag in the making 👀"  
[X Link](https://x.com/equitydd/status/2010482748100628781)  2026-01-11T22:43Z [----] followers, [----] engagements


"$ERAS massive rally backed by massive volume. Entry at [--] EMA bounce for swing trading with stop loss right below it. Erasca is a high-upside "pan-RAS" pure play recently validated by promising Phase [--] data for ERAS-0015 that demonstrates early clinical efficacy and confirmed responses across multiple RAS-mutant solid tumors. With a robust cash runway extending into [----] and two major monotherapy data readouts expected in [----] (ERAS-0015 and ERAS-4001) the company is well-capitalized to lead the next multi-billion dollar shift in RAS/MAPK pathway therapies."  
[X Link](https://x.com/equitydd/status/2013006021657006156)  2026-01-18T21:50Z [----] followers, [----] engagements


"$NGD $GROY $IAG $PRM nice looking weekly charts mentioned about material stocks almost a year ago and most have doubled and tripled since then. High growth material sector stocks $GROY $PRM $IAG $NEM $ASM $BVN $EQX $EGO $AU $SVM $DRD $NGD High growth material sector stocks $GROY $PRM $IAG $NEM $ASM $BVN $EQX $EGO $AU $SVM $DRD $NGD"  
[X Link](https://x.com/equitydd/status/2013443922958131243)  2026-01-20T02:50Z [----] followers, [----] engagements


"Stocks up and green on a big red index day $LPTH $LITE $IAG $TII $SNDK $MRAM $ONDS $AAOI $RCAT $ARMN $PAAS $HBM $KGC $AU $GFI $ALB $SQM $GDX $SLV $METC $ASYS $RFIL $INTC $ICHR $LASR $AMKR $CRDO $MOB"  
[X Link](https://x.com/equitydd/status/2013729940328296907)  2026-01-20T21:46Z [----] followers, [----] engagements


"HUGE Volume gainers today $CRVS $ACRS $MRAM $ASYS $TII (Titan Mining) volume last two days is HUGE 🤯 dont sleep on this one. https://t.co/znKqvs9DBa $TII (Titan Mining) volume last two days is HUGE 🤯 dont sleep on this one. https://t.co/znKqvs9DBa"  
[X Link](https://x.com/equitydd/status/2013864531953353093)  2026-01-21T06:41Z [----] followers, [----] engagements


"$CLS $ANET and $CRDO are among investment firm BNP Paribas' top artificial intelligence (AI) stocks for 2026"  
[X Link](https://x.com/equitydd/status/2014013279748981104)  2026-01-21T16:32Z [----] followers, [----] engagements


"$LITE went in heavy right at the [--] MA bounce (cost basis 325) big position size and now watching it carefully with a tight trailing stop loss. Closed today above [--] EMA but this thing is very volatile. Is $LITE shaking out the weak hands before its next leg up Or the fundamentals have changed Watching for a bounce at [--] MA like a hawk 👀 https://t.co/DIbCvHGtre Is $LITE shaking out the weak hands before its next leg up Or the fundamentals have changed Watching for a bounce at [--] MA like a hawk 👀 https://t.co/DIbCvHGtre"  
[X Link](https://x.com/equitydd/status/2014170398888235357)  2026-01-22T02:56Z [----] followers, [----] engagements


"$ASYS up another 7% today HUGE Volume gainers today $CRVS $ACRS $MRAM $ASYS https://t.co/9oViGb88WQ HUGE Volume gainers today $CRVS $ACRS $MRAM $ASYS https://t.co/9oViGb88WQ"  
[X Link](https://x.com/equitydd/status/2014189791261454844)  2026-01-22T04:14Z [----] followers, [----] engagements


"$ISRG earnings Revenue of $2.87B (+19.1% YoY) beats by $110M and EPS of $2.53 beats by $0.26. Worldwide da Vinci procedure growth of approximately 13% to 15% in [----] compared to 18% in 2025"  
[X Link](https://x.com/equitydd/status/2014580032044519456)  2026-01-23T06:04Z [----] followers, [---] engagements


"Weekly returns of IBD Top [--] $CDE +23% $IAG +19.3% $MU +18.5% $KGC +11.7% $FTAI +9.4% $AU +7.8% $GFI +6.7% $FIX +2.7% $ANAB +2.6% $MIRM +2.1% $RKLB -2% $APH -2% $CLS -3.3% $NUTX -4.8% $PACS -11% IBD Top [--] stocks $MU 🥇 $CLS $IAG $FIX $ANAB $RKLB $PACS $CDE $GFI $KGC $APH $AU $FTAI $MIRM $NUTX https://t.co/3sjQywMJqy IBD Top [--] stocks $MU 🥇 $CLS $IAG $FIX $ANAB $RKLB $PACS $CDE $GFI $KGC $APH $AU $FTAI $MIRM $NUTX https://t.co/3sjQywMJqy"  
[X Link](https://x.com/equitydd/status/2014908496635175214)  2026-01-24T03:49Z [----] followers, [----] engagements


"IBD Top [--] stocks $MU 🥇 $IAG $ANAB $ORLA $CDE $GFI $FIX $MIRM $RKLB $PACS $KGC $AU $FTAI $AXSM $EQX IBD Top [--] stocks $MU 🥇 $CLS $IAG $FIX $ANAB $RKLB $PACS $CDE $GFI $KGC $APH $AU $FTAI $MIRM $NUTX https://t.co/3sjQywMJqy IBD Top [--] stocks $MU 🥇 $CLS $IAG $FIX $ANAB $RKLB $PACS $CDE $GFI $KGC $APH $AU $FTAI $MIRM $NUTX https://t.co/3sjQywMJqy"  
[X Link](https://x.com/equitydd/status/2015201890901131714)  2026-01-24T23:15Z [----] followers, 20.7K engagements


"Top Stocks from the Top Themes 📝 Metals: $IAG $B $ORLA $NEM $PAAS Space: $ASTS $RKLB $PL $RDW Memory: $MU $SNDK $WDC $STX $MRAM Robotics: $TSLA $SYM $AMZN $ISRG Semi: $AMD $TSM $NVDA $AVGO Energy: $BE $GEV $VST $OKLO Defense: $LHX $ONDS $ISSC $TATT Mining: $APLD $IREN $CRVW Biotech: $INCY $PHAR $ARGX Connectivity: $CIEN $COHR $LITE $ALAB What would you like to add Comment below 👇 https://twitter.com/i/web/status/2015295100688236732 https://twitter.com/i/web/status/2015295100688236732"  
[X Link](https://x.com/equitydd/status/2015295100688236732)  2026-01-25T05:26Z [----] followers, 11.7K engagements


"$TER dips to [--] EMA gets bought and the uptrend continues. $TER keeps making higher highs and higher lows love this chart 📈 https://t.co/nJV6pOwO4k $TER keeps making higher highs and higher lows love this chart 📈 https://t.co/nJV6pOwO4k"  
[X Link](https://x.com/equitydd/status/2016711459703836904)  2026-01-29T03:14Z [----] followers, [----] engagements


"Todays noteworthy gainers $SNDK Tech $AAOI Tech $DAKT Tech $ACMR Tech $DECK Consumer Cyclical $LAND REIT $UNIT REIT $BKD Healthcare $TEVA Healthcare $AVIR Healthcare $ANL Healthcare $CVX Energy $PEP Beverages $MOD Auto $RRBI Financial $OPY Financial $BEP Utilities $ATNI Comms $VZ Comms https://twitter.com/i/web/status/2017430137944608920 https://twitter.com/i/web/status/2017430137944608920"  
[X Link](https://x.com/equitydd/status/2017430137944608920)  2026-01-31T02:50Z [----] followers, [----] engagements


"Almost no one can perfectly time the market by buying the bottom and selling the top. After seeing some crazy drop today in $APP $GDX $GDMN $GLD $SLV $KLAC $IAG $RR $INOD $IREN $APLD $NBIS $ASTS $CLS $STX $WDC etc it makes sense to take partial profits on its way up and keep a trailing stop loss. https://twitter.com/i/web/status/2017457056891212082 https://twitter.com/i/web/status/2017457056891212082"  
[X Link](https://x.com/equitydd/status/2017457056891212082)  2026-01-31T04:36Z [----] followers, [----] engagements


"Earnings next week: Mon: $DIS $PLTR $TER $FN $NXP $IDXX $TWST $SIMO $WWD $RMBS Tue: $LITE $AMD $GLW $PYPL $PEP $MRK $SMCI $CMG $ENPH $AMGN $LUMN Wed: $GOOG $QCOM $COHR $UBER $LLY $NVO $ABBV $FLNC $ARM $SNAP $ELF Thu: $AMZN $BE $IREN $MSTR $RBLX $RDDT $AFRM $TEAM $MCHP"  
[X Link](https://x.com/equitydd/status/2017634538802057249)  2026-01-31T16:22Z [----] followers, [----] engagements


"Looking back at the January month here are some of the best monthly performers: $SNDK 142% $USAR 88% $TRX 77% $BE 74% $UCTT 72% $RFIL 69% $ICHR 64% $FLNC 55% $RDW 54% $ASTS 53% $MU 45% $WDC 45% $VICR 44% $TTMI 42% $IREN 42% $MU 45% $WDC 45% $MRAM 40% $FTAI 38% $APLD 38% $CAMT 38% $LRCX 36% $NXT 34% $ASYS 34% $ASML 33% $SCCO 32% $LMT 31% $SIMO 28% $TER 24% $FIX 22% $HUT 21% $GLW 18% $RKLB 15% $COHR 15% https://twitter.com/i/web/status/2017843737037312466 https://twitter.com/i/web/status/2017843737037312466"  
[X Link](https://x.com/equitydd/status/2017843737037312466)  2026-02-01T06:13Z [----] followers, [----] engagements


"$MU - Memory supercycle with [----] HBM capacity fully booked and 300%+ earnings growth expected as AI-driven demand collides with tight supply. $SNDK - Up 1600% post-spinoff from Western Digital riding the severe NAND shortage with AI data center demand accelerating through [----]. $WDC - Dominant HDD market position (63% share) with sticky enterprise contracts offering downside protection as AI storage needs explode. $STX - AI data storage demand surge with quarterly beats driving the stock 35%+ year-to-date alongside memory peers. Storage group looks the strongest so far. $MU $SNDK $WDC $STX"  
[X Link](https://x.com/equitydd/status/2018105869591027910)  2026-02-01T23:35Z [----] followers, 15.7K engagements


"Data Center high growth stocks (along with the memory stocks): $AMD - OpenAI GPU deployment starting H2 [----] with CEO targeting $100B+ data center revenue by [----] from current $17B run-rate. $LITE - Critical photonics supplier for AI data center optical components benefiting from the shift to photonic architecture. $COHR - Strategic photonics supply chain position capturing accelerating AI demand for optical components. $APLD - $7B 15-year CoreWeave data center capacity deal driving 221% gains in [----] amid hyperscaler AI infrastructure boom. $IREN - Control of power assets enabling rapid data"  
[X Link](https://x.com/equitydd/status/2018109163579363408)  2026-02-01T23:48Z [----] followers, [----] engagements


"Big gainers this morning $SNDK $LITE $AXTI $AAOI $ASYS $COHR $CIEN $LPTH $TTMI $SANM $LASR $GLW $MU $AMD $FN $RFIL"  
[X Link](https://x.com/equitydd/status/2018348749907739052)  2026-02-02T15:40Z [----] followers, [----] engagements


"$TER earnings beat Revenue of $1.08B (+43.4% YoY) beats by $102.19M and EPS of $1.80 beats by $0.42. Stock up 17% after hours. $TER earnings out stock up 21% AH Revenue of $769M (+4.3% YoY) beats by $25.1M and EPS of $0.85 beats by $0.06. $TER earnings out stock up 21% AH Revenue of $769M (+4.3% YoY) beats by $25.1M and EPS of $0.85 beats by $0.06"  
[X Link](https://x.com/equitydd/status/2018441342444314925)  2026-02-02T21:48Z [----] followers, [----] engagements


"$FN earnings beat Revenue of $1.13B (+35.6% YoY) beats by $50M and EPS of $3.36 beats by $0.11. For the next quarter Fabrinet expects EPS of $3.5 vs consensus estimate of $3.43 and revenue of $1.175B vs consensus estimate of $1.13B. $FN earnings beat again Revenue of $978.13M (+21.6% YoY) beats by $43.09M and EPS of $2.92 beats by $0.10. Long on $FN long time ago just like $CLS. Even after all this run up stock is still cheap. $FN earnings beat again Revenue of $978.13M (+21.6% YoY) beats by $43.09M and EPS of $2.92 beats by $0.10. Long on $FN long time ago just like $CLS. Even after all this"  
[X Link](https://x.com/equitydd/status/2018493182217232870)  2026-02-03T01:14Z [----] followers, [----] engagements


"Few reasons I can think of are $FN ran a lot recently and if the guidance is not outstandingly good then there is usually some correction. Just like $CLS these companies are growing fast and to expand they deploy more cash which hurts their FCF so in short term its seen negatively. https://twitter.com/i/web/status/2018544524449272131 https://twitter.com/i/web/status/2018544524449272131"  
[X Link](https://x.com/equitydd/status/2018544524449272131)  2026-02-03T04:38Z [----] followers, [---] engagements


"$LITE earnings beat stock up 10% after hours Revenue of $665.5M (+65.5% YoY) beats by $13.42M and EPS of $1.67 beats by $0.26. Next quarter guidance: Revenue in the range of $780M to $830M and EPS of $2.25. $LITE earnings after market close today 👀 The consensus EPS Estimate is $1.40 (+233% YoY) and the consensus Revenue Estimate is $652.2M (+62.2% YoY). LITE has beaten EPS and revenue estimates 100% of the time in last [--] quarters. $LITE earnings after market close today 👀 The consensus EPS Estimate is $1.40 (+233% YoY) and the consensus Revenue Estimate is $652.2M (+62.2% YoY). LITE has"  
[X Link](https://x.com/equitydd/status/2018799510173176141)  2026-02-03T21:31Z [----] followers, [----] engagements


"$SMCI earnings beat Revenue of $12.7B (+122.8% YoY) beats by $2.36B and EPS of $0.69 beats by $0.20. [----] total revenue estimate of $40B. $SMCI earnings huge revenue growth but missed the EPS estimate. Revenue of $5.31B (+143.6% YoY) beats by $10M and EPS of $6.25 misses by $1.56. Next quarter outlook: Revenue of $6B to $7B vs. $5.45B consensus. $SMCI earnings huge revenue growth but missed the EPS estimate. Revenue of $5.31B (+143.6% YoY) beats by $10M and EPS of $6.25 misses by $1.56. Next quarter outlook: Revenue of $6B to $7B vs. $5.45B consensus"  
[X Link](https://x.com/equitydd/status/2018847232616001860)  2026-02-04T00:41Z [----] followers, [----] engagements


"$CRDO couldnt hold the [---] MA just relentless selling with RSI (14) now below oversold level of [--]. $CRDO touched [---] ma 👀 bounce here would be a great buying opportunity. https://t.co/eA7g4DGIoK $CRDO touched [---] ma 👀 bounce here would be a great buying opportunity. https://t.co/eA7g4DGIoK"  
[X Link](https://x.com/equitydd/status/2018920107146371504)  2026-02-04T05:30Z [----] followers, [----] engagements


"$SIMO earnings Revenue of $278.5M (+45.7% YoY) beats by $17.51M and EPS of $1.26 misses by $0.04. SSD controller sales increased 25% to 30% QoQ and increased 35% to 40% YoY SSD solutions sales increased 125% to 130% QoQ and increased 110% to 115% YoY $SIMO getting tight above the [--] EMA with earnings tomorrow after market close. Consensus EPS Estimate is $1.30 (+42.9% YoY) and the consensus Revenue Estimate is $261M (+36.5% YoY). SIMO has a track record of beating the estimates 88% of the time in the last [--] years. https://t.co/QEhCQodQ9G $SIMO getting tight above the [--] EMA with earnings"  
[X Link](https://x.com/equitydd/status/2019072292987298048)  2026-02-04T15:35Z [----] followers, [---] engagements


"$UBER earnings miss on EPS down from [---] to [--]. Revenue of $14.37B (+20.2% YoY) beats by $50M and EPS of $0.71 misses by $0.09"  
[X Link](https://x.com/equitydd/status/2019074534310322578)  2026-02-04T15:44Z [----] followers, [---] engagements


"Tech stocks getting hit hard today $AMD $SNDK $MU $APP $HUT $CIFR $IREN $LPTH $PLTR $APP $INTA $MGIC $LUMN $ASTS $CRDO $CLS $CIEN $ASYS $COHR"  
[X Link](https://x.com/equitydd/status/2019079779522171006)  2026-02-04T16:05Z [----] followers, [----] engagements


"Earnings after market close $GOOGL $COHR $TTMI $SITM $SYM $ARM $QCOM $SNAP $ELF $FLNC $MOD $ALL $AMSC $EQH $KLIC $NTGR"  
[X Link](https://x.com/equitydd/status/2019087047131095327)  2026-02-04T16:33Z [----] followers, [----] engagements


"$AMD quarterly earnings are cyclical dips will get bought eventually 😅"  
[X Link](https://x.com/equitydd/status/2019107261118050687)  2026-02-04T17:54Z [----] followers, [---] engagements


"$SITM earnings beat Revenue of $113.3M (+66.3% YoY) beats by $11.39M and EPS of $1.53 beats by $0.32. Earnings after market close $GOOGL $COHR $TTMI $SITM $SYM $ARM $QCOM $SNAP $ELF $FLNC $MOD $ALL $AMSC $EQH $KLIC $NTGR Earnings after market close $GOOGL $COHR $TTMI $SITM $SYM $ARM $QCOM $SNAP $ELF $FLNC $MOD $ALL $AMSC $EQH $KLIC $NTGR"  
[X Link](https://x.com/equitydd/status/2019158372730405316)  2026-02-04T21:17Z [----] followers, [---] engagements


"$GOOGL earnings beat Revenue of $113.82B (+17.9% YoY) beats by $2.34B and EPS of $2.82 beats by $0.18. Google Services revenues increased 14% to $95.9B led by 17% growth in Google Search & other 17% in Google subscriptions platforms and devices and 9% in YouTube ads"  
[X Link](https://x.com/equitydd/status/2019158862767718740)  2026-02-04T21:19Z [----] followers, [---] engagements


"$COHR earnings Revenue of $1.69B (+17.4% YoY) beats by $50M and EPS of $1.29 beats by $0.08. Next quarter revenue guidance to be between $1.70B and $1.84B vs $1.71B consensus and EPS between $1.28 and $1.48 vs $1.32 consensus"  
[X Link](https://x.com/equitydd/status/2019159718892302806)  2026-02-04T21:22Z [----] followers, [----] engagements


"$SPX today claimed [--] EMA then lost [--] MA and then finally closing above it. And tech got crushed. What a roller coaster day $SPX retested the 50MA and managed to close above it. Push above [--] EMA and the bulls will show up quickly. https://t.co/4HdcA24DwF $SPX retested the 50MA and managed to close above it. Push above [--] EMA and the bulls will show up quickly. https://t.co/4HdcA24DwF"  
[X Link](https://x.com/equitydd/status/2019173673484320987)  2026-02-04T22:18Z [----] followers, [----] engagements


"$AMSC earnings beat Revenue of $74.53M (+21.4% YoY) beats by $5.5M and EPS of $2.62 beats by $2.55. Next quarter revenue is estimated to exceed$80M"  
[X Link](https://x.com/equitydd/status/2019224724166070525)  2026-02-05T01:41Z [----] followers, [---] engagements


"$FORM earnings beat Revenue of $215.1M (+13.5% YoY) beats by $4.5M and EPS of $0.46 beats by $0.11"  
[X Link](https://x.com/equitydd/status/2019224985462857967)  2026-02-05T01:42Z [----] followers, [---] engagements


"$SYM earnings beat stock up 10% after hours. Revenue of $629.9M (+29.4% YoY) beats by $7.32M and EPS of $0.02 beats by $0.03. Next quarter Symbotic expects revenue of $660M vs $639.5M consensus"  
[X Link](https://x.com/equitydd/status/2019225534698557721)  2026-02-05T01:44Z [----] followers, [---] engagements


"$CRDO earnings still far out. Next strong support is [--] 👀 $CRDO couldnt hold the [---] MA just relentless selling with RSI (14) now below oversold level of [--]. https://t.co/vDcdN9fYEF $CRDO couldnt hold the [---] MA just relentless selling with RSI (14) now below oversold level of [--]. https://t.co/vDcdN9fYEF"  
[X Link](https://x.com/equitydd/status/2019299255731777716)  2026-02-05T06:37Z [----] followers, [----] engagements


"$LITE what a reversal 😅"  
[X Link](https://x.com/equitydd/status/2019422923443040550)  2026-02-05T14:48Z [----] followers, [---] engagements


"$AMZN earnings miss Revenue of $213.4B (+13.6% YoY) beats by $2.17B and EPS of $1.95 misses by $0.01. AWS revenue: $35.58B vs. $28.79B last year. Next quarter revenue expected to be between $173.5B and $178.5B vs. $173.2B consensus. Amazon announced it will spend $200 billion on capital expenditures in [----] which is significantly higher than expected and higher than Googles $180 billion and Metas up to $135 billion guidance. This massive spending on AI infrastructure is squeezing free cash flow hard. https://twitter.com/i/web/status/2019522588570198461"  
[X Link](https://x.com/equitydd/status/2019522588570198461)  2026-02-05T21:24Z [----] followers, [---] engagements


"Stocks up big on weak index day $SITM $LITE $FORM $KLIC $CLS $CAH $MCK $BLBD $AXTI $FN $ALL $MOD $CTRE $RRX $TPR"  
[X Link](https://x.com/equitydd/status/2019617008288166164)  2026-02-06T03:39Z [----] followers, [----] engagements


"Stocks that may benefit from the Mega Cap CapEx spending). $TSM $VRT $AVGO $MRVL $LITE $CLS $GLW $ANET $SMCI $ETN"  
[X Link](https://x.com/equitydd/status/2019660962496934090)  2026-02-06T06:34Z [----] followers, [----] engagements


"$LITE went in heavy timing worked got rewarded. Stock up 70% in my portfolio and a big holding now. $LITE went in heavy right at the [--] MA bounce (cost basis 325) big position size and now watching it carefully with a tight trailing stop loss. Closed today above [--] EMA but this thing is very volatile. https://t.co/hE7TEuDsBh $LITE went in heavy right at the [--] MA bounce (cost basis 325) big position size and now watching it carefully with a tight trailing stop loss. Closed today above [--] EMA but this thing is very volatile. https://t.co/hE7TEuDsBh"  
[X Link](https://x.com/equitydd/status/2019786689389162739)  2026-02-06T14:54Z [----] followers, [----] engagements


"$TER been sharing this ticker for a while hope you guys caught the longs Up 9% today to [---] $TER dips to [--] EMA gets bought and the uptrend continues. https://t.co/i4y2XwGavP $TER dips to [--] EMA gets bought and the uptrend continues. https://t.co/i4y2XwGavP"  
[X Link](https://x.com/equitydd/status/2019835975787323417)  2026-02-06T18:09Z [----] followers, [---] engagements


"$TEAM earnings beat yesterday Revenue of $1.59B (+23.3% YoY) beats by $50M and EPS of $1.22 beats by $0.08. Cloud revenue of $1.07B up 26% YoY. Next quarter revenue expected to be $1.7B vs $1.65B consensus. Data Center YoY revenue growth year is expected to be approximately 33.5%. Stocks still down today by 3% and closed at [--]. https://twitter.com/i/web/status/2019928305181589895 https://twitter.com/i/web/status/2019928305181589895"  
[X Link](https://x.com/equitydd/status/2019928305181589895)  2026-02-07T00:16Z [----] followers, [---] engagements


"@clean_hodl Looks like $MU is representing the whole memory sector 😅"  
[X Link](https://x.com/equitydd/status/2020335775909601774)  2026-02-08T03:15Z [----] followers, [---] engagements


"$CRDO nice reversal in last two days closing above [--] MA giving a good swing opportunity. RSI(14) out of its oversold territory. For long term [---] MA resistance (at 120) above it touch and reverse would be a good short and reclaiming and closing above [---] MA would be a good long opportunity. I still like the fundamentals but the price pays. $CRDO earnings still far out. Next strong support is [--] 👀 https://t.co/0oTgdJfSQk $CRDO earnings still far out. Next strong support is [--] 👀 https://t.co/0oTgdJfSQk"  
[X Link](https://x.com/equitydd/status/2020574606034407617)  2026-02-08T19:05Z [----] followers, [----] engagements


"$EPU Peru ETF looking similar to $EWY holding and bouncing right off the [--] EMA giving a good entry. $EWY South Korean ETF doing good lately and watching for [--] EMA bounce for good entry. Two of its top holdings Samsung Electronics and SK Hynix make up 40% of the whole ETF. Both these companies are going through the AI and memory super cycle. https://t.co/I5B3GGbOAy $EWY South Korean ETF doing good lately and watching for [--] EMA bounce for good entry. Two of its top holdings Samsung Electronics and SK Hynix make up 40% of the whole ETF. Both these companies are going through the AI and memory"  
[X Link](https://x.com/equitydd/status/2020630137142902805)  2026-02-08T22:45Z [----] followers, [----] engagements


"$CRDO pushing through its [---] MA 👀 close above it would be quite positive and more institutions will start to show up here. $CRDO nice reversal in last two days closing above [--] MA giving a good swing opportunity. RSI(14) out of its oversold territory. For long term [---] MA resistance (at 120) above it touch and reverse would be a good short and reclaiming and closing above [---] MA would be a good https://t.co/8DAfN820ev $CRDO nice reversal in last two days closing above [--] MA giving a good swing opportunity. RSI(14) out of its oversold territory. For long term [---] MA resistance (at 120) above"  
[X Link](https://x.com/equitydd/status/2020908030838399307)  2026-02-09T17:09Z [----] followers, [----] engagements


"$ICHR earnings Revenue of $223.6M (-4.0% YoY) beats by $2.76M and EPS of $0.01 beats by $0.07. Stock up 23% after hours"  
[X Link](https://x.com/equitydd/status/2021027524890034436)  2026-02-10T01:04Z [----] followers, [---] engagements


"$CRDO said earlier today that the next quarter revenue is expected to come in at $406M exceeding the earlier guidance of $342M in and 200% YoY revenue growth in the current fiscal year. And the stock closed above [---] MA Stock up 15% after hours 🎊 $CRDO pushing through its [---] MA 👀 close above it would be quite positive and more institutions will start to show up here. https://t.co/qxx3D7lr7J $CRDO pushing through its [---] MA 👀 close above it would be quite positive and more institutions will start to show up here. https://t.co/qxx3D7lr7J"  
[X Link](https://x.com/equitydd/status/2021032189723615375)  2026-02-10T01:23Z [----] followers, [----] engagements


"Memory stocks update $SNDK $WDC $STX still holding [--] EMA $MU still holding [--] EMA Considering the demand all [--] are cheap in terms of the valuation"  
[X Link](https://x.com/equitydd/status/2021086777549914502)  2026-02-10T05:00Z [----] followers, [----] engagements


"Big gainers at market open $ICHR $UCTT $SPOT $CRDO $DDOG $OSCR $MAR $H $FSRL"  
[X Link](https://x.com/equitydd/status/2021233947003281794)  2026-02-10T14:45Z [----] followers, [---] engagements


"$ALAB earnings beat Revenue of $270.6M (+91.8% YoY) beats by $21.05M and EPS of $0.58 beats by $0.07. $ALAB earnings beat Revenue of $230.6M (+103.9% YoY) beats by $24.18M and EPS of $0.49 beats by $0.10. Anyone buying the dip on this one $ALAB earnings beat Revenue of $230.6M (+103.9% YoY) beats by $24.18M and EPS of $0.49 beats by $0.10. Anyone buying the dip on this one"  
[X Link](https://x.com/equitydd/status/2021344125413732604)  2026-02-10T22:02Z [----] followers, [----] engagements


"$HOOD earnings Revenue of $1.28B (+26.7% YoY) misses by $60M and EPS of $0.66 beats by $0.02. $HOOD earnings beat Revenue of $1.27B (+99.4% YoY) beats by $50M and EPS of $0.61 beats by $0.07. Transaction-based revenues increased 129% YoY to $730M primarily driven by cryptocurrencies revenue of $268M up over 300% options revenue of $304M up 50% and equities $HOOD earnings beat Revenue of $1.27B (+99.4% YoY) beats by $50M and EPS of $0.61 beats by $0.07. Transaction-based revenues increased 129% YoY to $730M primarily driven by cryptocurrencies revenue of $268M up over 300% options revenue of"  
[X Link](https://x.com/equitydd/status/2021344452376396118)  2026-02-10T22:04Z [----] followers, [---] engagements


"$UPST earnings Revenue of $296.09M (+35.2% YoY) beats by $7.53M and EPS of $0.17 beats by $0.02"  
[X Link](https://x.com/equitydd/status/2021344836788556080)  2026-02-10T22:05Z [----] followers, [---] engagements


"$NET earnings beat stock up 10% AH Revenue of $614.5M (+33.6% YoY) beats by $23.14M and EPS of $0.28 beats by $0.01. Next quarter revenue guidance of $620.5M vs $614.2M consensus. $NET Earnings beat stock up 7% AH Revenue of $562.02M (+30.7% YoY) beats by $17.07M and EPS of $0.27 beats by $0.04. $NET Earnings beat stock up 7% AH Revenue of $562.02M (+30.7% YoY) beats by $17.07M and EPS of $0.27 beats by $0.04"  
[X Link](https://x.com/equitydd/status/2021345547458895968)  2026-02-10T22:08Z [----] followers, [----] engagements


"Earnings tomorrow before market open $VRT $SHOP $U $MCD $TMUS $TSEM $NTES $HLT $FNMA"  
[X Link](https://x.com/equitydd/status/2021465807902114108)  2026-02-11T06:06Z [----] followers, [---] engagements


"$VRT earnings Revenue of $2.88B (+22.6% YoY) misses by $10M and EPS of $1.14 misses by $0.02. Next quarter guidance of $2.5B - $2.7B vs. consensus of $2.56B. Stock up 15% pre market. $VRT earnings beat Revenue of $2.68B (+29.5% YoY) beats by $90M and EPS of $1.24 beats by $0.25. Raised [----] full year guidance for revenue operating profit EPS and free cash flow. $VRT earnings beat Revenue of $2.68B (+29.5% YoY) beats by $90M and EPS of $1.24 beats by $0.25. Raised [----] full year guidance for revenue operating profit EPS and free cash flow"  
[X Link](https://x.com/equitydd/status/2021585349395316828)  2026-02-11T14:01Z [----] followers, [---] engagements


"Big reds this morning $ALAB $UPST $U $HOOD $MRNA $CRDO $FIGR $LEU $RUN $SHOP"  
[X Link](https://x.com/equitydd/status/2021604383524327829)  2026-02-11T15:16Z [----] followers, [----] engagements


"Big gainers this morning $VRT $AEHR $LSCC $AEIS $GNRC $NET $SNDK $ACMR $OSCR $NKTR $SUZ"  
[X Link](https://x.com/equitydd/status/2021606862475661674)  2026-02-11T15:26Z [----] followers, [---] engagements


"Earnings after market close $APP $LPTH $CSCO $MCD $ALB $HUBS $QS $FSLY $PAYC"  
[X Link](https://x.com/equitydd/status/2021683910824939603)  2026-02-11T20:33Z [----] followers, [----] engagements


"$LPTH earnings Revenue of $16.4M (+121% YoY) beats by $1.44M and EPS of -$0.20 misses by $0.16. Earnings after market close $APP $LPTH $CSCO $MCD $ALB $HUBS $QS $FSLY $PAYC Earnings after market close $APP $LPTH $CSCO $MCD $ALB $HUBS $QS $FSLY $PAYC"  
[X Link](https://x.com/equitydd/status/2021770727712805011)  2026-02-12T02:17Z [----] followers, [----] engagements


"$APP earnings beat but stock down -6% AH. Revenue of $1.66B (+66% YoY) beats by $50M and EPS of $3.24 beats by $0.30. Next quarter revenue guidance of $1.76B vs consensus estimate of $1.7B. $APP earnings beat Revenue of $1.41B (+69% YoY) beats by $70M and EPS of $2.45 beats by $0.06. Stock up 7% AH. $APP earnings beat Revenue of $1.41B (+69% YoY) beats by $70M and EPS of $2.45 beats by $0.06. Stock up 7% AH"  
[X Link](https://x.com/equitydd/status/2021777350707622139)  2026-02-12T02:44Z [----] followers, [----] engagements


"$CSCO earnings beat stock down -7% AH. Revenue of $15.35B (+9.7% YoY) beats by $230M and EPS of $1.04 beats by $0.02. Next quarter guidance: Revenue of $15.5B vs consensus of $15.2B. $CSCO earnings beat up +7% AH. Revenue of $14.88B (+7.5% YoY) beats by $100M and EPS of $1.00 beats by $0.02. Next quarter guidance: Revenue of $15.1B vs consensus of $14.6B. https://t.co/1T4XdDh4JK $CSCO earnings beat up +7% AH. Revenue of $14.88B (+7.5% YoY) beats by $100M and EPS of $1.00 beats by $0.02. Next quarter guidance: Revenue of $15.1B vs consensus of $14.6B. https://t.co/1T4XdDh4JK"  
[X Link](https://x.com/equitydd/status/2021780796571582616)  2026-02-12T02:57Z [----] followers, [----] engagements


"$MU reclaimed its [--] EMA today with a decent volume. Watching $MU to hold [--] EMA 👀 MACD bearish crossover in action. https://t.co/sy3tjjoV4w Watching $MU to hold [--] EMA 👀 MACD bearish crossover in action. https://t.co/sy3tjjoV4w"  
[X Link](https://x.com/equitydd/status/2021798602499404130)  2026-02-12T04:08Z [----] followers, [----] engagements


"$SNDK reclaimed its [--] EMA today 👀 Memory stocks update $SNDK $WDC $STX still holding [--] EMA $MU still holding [--] EMA Considering the demand all [--] are cheap in terms of the valuation. Memory stocks update $SNDK $WDC $STX still holding [--] EMA $MU still holding [--] EMA Considering the demand all [--] are cheap in terms of the valuation"  
[X Link](https://x.com/equitydd/status/2021800090781069351)  2026-02-12T04:14Z [----] followers, [----] engagements


"$EWY South Korean ETF doing good lately and watching for [--] EMA bounce for good entry. Two of its top holdings Samsung Electronics and SK Hynix make up 40% of the whole ETF. Both these companies are going through the AI and memory super cycle"  
[X Link](https://x.com/equitydd/status/2019231842831090136)  2026-02-05T02:09Z [----] followers, [----] engagements


"Todays top performers $FSLY Fastly $LPTH Lightpath $CGNX Cognex $SPHR Sphere $IPGP IPG photonics $ATNI ATN Intl $AKAM Akamai $ISSC Innovative Solutions $HWM Howmet $STX Seagate $WDC Western Digital $SNDK Sandisk $CROX Crocs $HUBS Hubspot $WMT Walmart"  
[X Link](https://x.com/equitydd/status/2022133650079551760)  2026-02-13T02:20Z [----] followers, [----] engagements


"$IPGP solid move today after earnings beat with massive green candles on price and volume. Revenue of $274.5M (+17.2% YoY) beats by $24.97M and EPS of $0.46 beats by $0.26. Todays top performers $FSLY Fastly $LPTH Lightpath $CGNX Cognex $SPHR Sphere $IPGP IPG photonics $ATNI ATN Intl $AKAM Akamai $ISSC Innovative Solutions $HWM Howmet $STX Seagate $WDC Western Digital $SNDK Sandisk $CROX Crocs $HUBS Hubspot $WMT Walmart Todays top performers $FSLY Fastly $LPTH Lightpath $CGNX Cognex $SPHR Sphere $IPGP IPG photonics $ATNI ATN Intl $AKAM Akamai $ISSC Innovative Solutions $HWM Howmet $STX"  
[X Link](https://x.com/equitydd/status/2022140993215377811)  2026-02-13T02:49Z [----] followers, [---] engagements


"$ANET earnings beat stock up 12% AH Revenue of $2.49B (+29.0% YoY) beats by $100M. EPS of $0.82 beats by $0.06. Next quarter guidance: Revenue of $2.6B vs $2.46B consensus"  
[X Link](https://x.com/equitydd/status/2022150577820729592)  2026-02-13T03:27Z [----] followers, [---] engagements


"Tough day today for most sectors tech especially getting crushed $AAPL down 5% in a day"  
[X Link](https://x.com/equitydd/status/2022152487990702228)  2026-02-13T03:34Z [----] followers, [---] engagements


"$ATI chart looks good 👍 company produces and sell high performance Materials & Components and advanced Alloys & Solutions for Aerospace Defense Medical Automotive and other industries"  
[X Link](https://x.com/equitydd/status/2022435280104624367)  2026-02-13T22:18Z [----] followers, [---] engagements


"Top weekly winners $FSLY 113% $VAL 53% $ICHR 45% $IPGP 40% $TPH 30% $SPHR 24% $GNRC 22% $PSIX 22% $EGO 21% $RIG 21% $SOLS 21% $RIVN 20% $TPL 18% $AKAM 17% $AGX 16% $UCTT 15% $AEIS 15% $RGC 14% $NBIS 14% $IESC 14% $IAG 13% $NET 13% $LSCC 13% $HWM 12% $CIEN 12% $DBD 14% $AEM 10% $AMAT 10% Top weekly winners $LITE $TER $FORM $NVST $POWL $KLIC $TPR $ARW $GLW $MOD $SITM $SLAB $CRS $DAL $MT $STLD $ALGM $LASR $MRK $CAT $DE $WWD $XPO $PAHC $OSK Top weekly winners $LITE $TER $FORM $NVST $POWL $KLIC $TPR $ARW $GLW $MOD $SITM $SLAB $CRS $DAL $MT $STLD $ALGM $LASR $MRK $CAT $DE $WWD $XPO $PAHC $OSK"  
[X Link](https://x.com/equitydd/status/2022531038900367606)  2026-02-14T04:39Z [----] followers, [----] engagements


"$TSM earnings beat is helping other semi stocks Semi Equipment $LRCX $ONTO $AMKR $COHU $UCTT $ICHR Memory $MU $SNDK $WDC $STX $TSM earnings beat and all the related semi stocks are up pre-market Revenue of $33.73B (+25.5% YoY) beats by $1B and EPS of $3.14 beats by $0.16. Shipments of 3-nm accounted for 28% of total wafer revenue; 5-nm accounted for 35%; 7-nm accounted for 14%. Advanced technologies $TSM earnings beat and all the related semi stocks are up pre-market Revenue of $33.73B (+25.5% YoY) beats by $1B and EPS of $3.14 beats by $0.16. Shipments of 3-nm accounted for 28% of total"  
[X Link](https://x.com/equitydd/status/2011807916156993606)  2026-01-15T14:29Z [----] followers, [----] engagements


"BIG Earnings week going to be pretty interesting 🧐 Monday: $STLD $SANM $NUE Tuesday: $STX $BA $UPS $GM $NXT $TXN $LRN $CVLT $UNH Wednesday: $ASML $MSFT $META $TSLA $CLS $LRCX $GEV $APH $GLW $NOW $IBM Thursday: $AAPL $SNDK $MA $CAT $RCL $V $WDC $SAP $DECK $LMT Friday: $SOFI $AXP $VZ $CVX $XOM https://twitter.com/i/web/status/2015685060683530473 https://twitter.com/i/web/status/2015685060683530473"  
[X Link](https://x.com/equitydd/status/2015685060683530473)  2026-01-26T07:15Z [----] followers, [----] engagements


"$ALAB earnings next week already breaking out of its downward channel reclaiming its [--] MA"  
[X Link](https://x.com/equitydd/status/2020580745266475128)  2026-02-08T19:29Z [----] followers, [----] engagements


"$CAT nicely riding its [--] MA since last [--] months 👀 Top weekly winners $LITE $TER $FORM $NVST $POWL $KLIC $TPR $ARW $GLW $MOD $SITM $SLAB $CRS $DAL $MT $STLD $ALGM $LASR $MRK $CAT $DE $WWD $XPO $PAHC $OSK Top weekly winners $LITE $TER $FORM $NVST $POWL $KLIC $TPR $ARW $GLW $MOD $SITM $SLAB $CRS $DAL $MT $STLD $ALGM $LASR $MRK $CAT $DE $WWD $XPO $PAHC $OSK"  
[X Link](https://x.com/equitydd/status/2021814690238935431)  2026-02-12T05:12Z [----] followers, [----] engagements


"$KEY is scheduled to announce Q4 earnings results on Tuesday January 20th before market open. EPS Estimate is $0.39 (+2.6% YoY) and the Revenue Estimate is $1.97B (+127% YoY)"  
[X Link](https://x.com/equitydd/status/2013439853204042195)  2026-01-20T02:34Z [----] followers, [---] engagements


"Earnings this week Monday $ON $AMKR $PGY $DT $OPEN $MNDY $ACHR Tuesday $HOOD $ALAB $OSCR $NET $SPOT $RACE $DDOG $F $GILD $LYFT $UPST Wednesday $APP $VRT $CSCO $SHOP $MCD $TMUS $U $HUBS $ALB $QS $FSLY $CFLT Thursday $AMAT $NBIS $COIN $BROS $ANET $HWM $CROX $EXPE $RIVN $DKNG $TOST $FROG $PINS Friday $MRNA $CCJ $AAP https://twitter.com/i/web/status/2020731628465840256 https://twitter.com/i/web/status/2020731628465840256"  
[X Link](https://x.com/equitydd/status/2020731628465840256)  2026-02-09T05:28Z [----] followers, [----] engagements


"$MEME ETF top holdings 🔖 $BE $EOSE $ONDS $IREN $APLD $SNDK $USAR $CRWV $ASTS $LITE $OKLO $NBIS $IONQ $CRDO $RKLB $WDC $CDE $APP"  
[X Link](https://x.com/equitydd/status/2020692964251775233)  2026-02-09T02:55Z [----] followers, [----] engagements


"$SANM expecting next quarter sales to be between $3.1B and $3.4B with the $3.25B midpoint which is well below the $3.51B analysts were expecting. EPS expected to be between $2.25 and $2.55 per share with the $2.40 midpoint which is above the $2.27 estimate"  
[X Link](https://x.com/equitydd/status/2015958662104354993)  2026-01-27T01:22Z [----] followers, [---] engagements


"$AAPL earnings Revenue of $143.76B (+15.7% YoY) beats by $5.24B and EPS of $2.84 beats by $0.17. Double digit growth across all geographies with +38% YoY growth in China. Gross margin expanded to 48.1% and FCF reached $51.5B"  
[X Link](https://x.com/equitydd/status/2017060908510695540)  2026-01-30T02:22Z [----] followers, [---] engagements


"Crazy sell-offs in some software names $PLTR $APP $LIF $INTA $MGIC"  
[X Link](https://x.com/equitydd/status/2019070993780834664)  2026-02-04T15:30Z [----] followers, [----] engagements


"@hmeisler Peoples sentiments change with short term price action and they loose focus on long term view"  
[X Link](https://x.com/equitydd/status/1582116125218721792)  2022-10-17T21:07Z [----] followers, [--] engagements


"$SANM earnings Revenue of $3.19B (+58.7% YoY) beats by $100M and EPS of $2.38 beats by $0.23. Next Quarter Outlook: Revenue between $3.1B to $3.4B and EPS between $2.25 to $2.55. Weak guidance and stock down AH. $SANM watching the earnings after market close. EPS Estimate is $2.15(+49.3% YoY) and Revenue Estimate is $3.09B (+53.7% YoY). https://t.co/NvD9ZR9e8r $SANM watching the earnings after market close. EPS Estimate is $2.15(+49.3% YoY) and Revenue Estimate is $3.09B (+53.7% YoY). https://t.co/NvD9ZR9e8r"  
[X Link](https://x.com/equitydd/status/2015908850579431738)  2026-01-26T22:04Z [----] followers, [----] engagements


"IBD Top [--] stocks $MU 🥇 $IAG $FIX $ANAB $MIRM $CDE $GFI $RKLB $ORLA $KGC $AU $NVMI $FTAI $APLD $STRL IBD Top [--] stocks $MU 🥇 $IAG $ANAB $ORLA $CDE $GFI $FIX $MIRM $RKLB $PACS $KGC $AU $FTAI $AXSM $EQX https://t.co/otksBmelI9 IBD Top [--] stocks $MU 🥇 $IAG $ANAB $ORLA $CDE $GFI $FIX $MIRM $RKLB $PACS $KGC $AU $FTAI $AXSM $EQX https://t.co/otksBmelI9"  
[X Link](https://x.com/equitydd/status/2017771204275499467)  2026-02-01T01:25Z [----] followers, 26.2K engagements


"$CRDO touched [---] ma 👀 bounce here would be a great buying opportunity"  
[X Link](https://x.com/equitydd/status/2018587163647185364)  2026-02-03T07:27Z [----] followers, [----] engagements


"Earnings after market close $AMZN $BE $IREN $ASYS $RDDT $CLSK $RBLX $AFRM $FTNT $DOCS $TEAM $MCHP $MPWR $BILL $VSAT $ILMN $MOH $PI $COUR $MSTR"  
[X Link](https://x.com/equitydd/status/2019455735252316295)  2026-02-05T16:59Z [----] followers, [----] engagements


"IBD Top [--] stocks $MU 🥇 $IAG $FIX $ANAB $CLS $PACS $NVMI $MIRM $CDE $GFI $STRL $AU $FN $FTAI $ORLA IBD Top [--] stocks $MU 🥇 $IAG $FIX $ANAB $MIRM $CDE $GFI $RKLB $ORLA $KGC $AU $NVMI $FTAI $APLD $STRL https://t.co/uKmQM9MvNN IBD Top [--] stocks $MU 🥇 $IAG $FIX $ANAB $MIRM $CDE $GFI $RKLB $ORLA $KGC $AU $NVMI $FTAI $APLD $STRL https://t.co/uKmQM9MvNN"  
[X Link](https://x.com/equitydd/status/2020259346308121081)  2026-02-07T22:12Z [----] followers, 14.7K engagements


"Todays top performing groups $MAR $H $DFH $TOL $DHI $KBH $BAK $CE $TROX"  
[X Link](https://x.com/equitydd/status/2021459274573152504)  2026-02-11T05:40Z [----] followers, [----] engagements


"Two Data Center REITs to keep an eye on: Equinix $EQIX Operates the worlds largest interconnection platform where cloud providers enterprises and AI companies must connect to move massive amounts of data creating a tollbooth on digital traffic with pricing power. Digital Realty $DLR Owns the physical infrastructure (data centers) that AI models must run on with long-term contracts providing stable cash flows as compute demand explodes. https://twitter.com/i/web/status/2022439313682895327 https://twitter.com/i/web/status/2022439313682895327"  
[X Link](https://x.com/equitydd/status/2022439313682895327)  2026-02-13T22:34Z [----] followers, [---] engagements


"Top Stocks from the Top Themes 📝 Semi Equip: $UCTT $ICHR $FORM $LRCX $TER $ASML $ACMR $CAMT $ONTO Metals: $IAG $NGD $TRX $NEM $CDE $ORLA $EGO $AU $B Memory: $MU $SNDK $WDC $STX $PSTG $SIMO Connectivity: $LITE $CIEN $CRDO $ALAB REITs: $EQIX $FRMI $IRM $DLR Elec Equip: $VRT $AEIS $LNKS $POWL Machinery: $CAT $DE $TEX $HY https://twitter.com/i/web/status/2022835516409024631 https://twitter.com/i/web/status/2022835516409024631"  
[X Link](https://x.com/equitydd/status/2022835516409024631)  2026-02-15T00:49Z [----] followers, [----] engagements

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