#  @obienu59136 Emmanuel -Big tech and blue chip Lover Emmanuel -Big tech and blue chip Lover posts on X about strong, ai, flow, cash flow the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1974377077345247232/interactions)  - [--] Week [------] +15% - [--] Month [-------] +85% ### Mentions: [---] [#](/creator/twitter::1974377077345247232/posts_active)  - [--] Week [---] -0.71% - [--] Month [-----] +62% ### Followers: [-----] [#](/creator/twitter::1974377077345247232/followers)  - [--] Week [-----] +0.56% - [--] Month [-----] +0.88% ### CreatorRank: [-------] [#](/creator/twitter::1974377077345247232/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 57.27% [finance](/list/finance) 40% [technology brands](/list/technology-brands) 27.45% [cryptocurrencies](/list/cryptocurrencies) 13.91% [countries](/list/countries) 6.58% [exchanges](/list/exchanges) 4.84% [automotive brands](/list/automotive-brands) 4.6% [financial services](/list/financial-services) #1679 [currencies](/list/currencies) 1.86% [social networks](/list/social-networks) 1.37% **Social topic influence** [strong](/topic/strong) 14.29%, [ai](/topic/ai) 13.91%, [flow](/topic/flow) 7.95%, [cash flow](/topic/cash-flow) #364, [crypto](/topic/crypto) 4.72%, [core](/topic/core) 4.47%, [meta](/topic/meta) 4.47%, [health](/topic/health) 4.35%, [target](/topic/target) 4.35%, [$googl](/topic/$googl) 4.1% **Top accounts mentioned or mentioned by** [@time2ctruth2](/creator/undefined) [@lynne22334](/creator/undefined) [@d40794074](/creator/undefined) [@chrissyhowell16](/creator/undefined) [@hunterallen4](/creator/undefined) [@thegaboeth](/creator/undefined) [@tipranks](/creator/undefined) [@1trueamerican](/creator/undefined) [@emilysm43](/creator/undefined) [@thoresonlaurie](/creator/undefined) [@jesse44964800](/creator/undefined) [@dan_nikas](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Solana (SOL)](/topic/solana) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cardano (ADA)](/topic/cardano) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Spotify Technology (SPOT)](/topic/$spot) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cloudflare, Inc. (NET)](/topic/$net) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Orochi Network (ON)](/topic/$on) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [CVS Health Corp (CVS)](/topic/cvs) [Micron Technology, Inc. (MU)](/topic/$mu) [Advanced Micro Devices (AMD)](/topic/$amd) [monday.com Ltd. (MNDY)](/topic/$mndy) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Coca-Cola Co (KO)](/topic/$ko) [Datadog Inc (DDOG)](/topic/$ddog) [Shopify Inc (SHOP)](/topic/$shop) [Ethereum (ETH)](/topic/ethereum) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [RAI Finance (SOFI)](/topic/$sofi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Eli Lilly and Company (LLY)](/topic/$lly) [Tesla, Inc. (TSLA)](/topic/$tsla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [Iris Energy Limited (IREN)](/topic/$iren) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [AppLovin Corporation (APP)](/topic/$app) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Merck & Co., Inc. (MRK)](/topic/$mrk) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) ### Top Social Posts Top posts by engagements in the last [--] hours "Companies Reporting Before Open 06:30: Dollar Tree $DLTR 06:55: Macy's $M 07:05: Sprinklr $CXM 06:30: THOR Industries $THO" [X Link](https://x.com/obienu59136/status/1996152196115677563) 2025-12-03T09:39Z [----] followers, [---] engagements "🔥 Key Stocks by Vertical [----] Edition 🛡 Insurance (Tech-Driven) $ROOT Root Insurance $OSCR Oscar Health 💳 Fintech $NU Nubank $SOFI SoFi Technologies 🛒 E-Commerce $MELI MercadoLibre $AMZN Amazon $SE Sea Limited 🔐 Cybersecurity $CRWD CrowdStrike $PANW Palo Alto Networks $RBRK - Rubrik inc https://twitter.com/i/web/status/2001693280363262439 https://twitter.com/i/web/status/2001693280363262439" [X Link](https://x.com/obienu59136/status/2001693280363262439) 2025-12-18T16:37Z [----] followers, [---] engagements "💥 Top Data Center Deals (by $ value) $NBIS Nebius Vineland AI campus NJ Microsoft 300MW 5y $17.4B $GLXY Galaxy Digital Helios TX 572MW 15y $10.5B $CORZ Core Scientific CoreWeave HPC [--] sites 590MW 12y $10.2B $IREN IREN AI cloud US Microsoft 200MW 5y $9.7B $WULF TeraWulf Abernathy TX Fluidstack 168MW 25y $9.5B $HUT Hut [--] River Bend LA Fluidstack 245MW 15y $7.0B $CIFR Cipher Mining Black Pearl TX AWS 207MW 15y $5.5B $CIFR Cipher Mining Barber Lake TX Fluidstack 207MW 15y $3.8B $WULF TeraWulf Lake Mariner NY Fluidstack 200MW 10y $3.7B $WULF TeraWulf Lake Mariner NY Core42 60MW 10y $1.0B $WYFI" [X Link](https://x.com/obienu59136/status/2003022979194597499) 2025-12-22T08:41Z [----] followers, [---] engagements "3/5 💡 $OSCR Oscar Health (Digital ACA/individual plans) 🐂 Bull: Rate hikes & cost controls path to [----] profitability Enrollment growth + AI efficiencies Hold/Strong Buy consensus PT $17 (+14% upside if margins improve) 🐻 Bear: High medical loss ratio (MLR) pressure; ACA/regulatory risks Still loss-making; sensitive to enrollment or cost misses 💡 Bottom: Turnaround bet cheap if [----] profit milestone hits https://twitter.com/i/web/status/2013602626126893457 https://twitter.com/i/web/status/2013602626126893457" [X Link](https://x.com/obienu59136/status/2013602626126893457) 2026-01-20T13:20Z [----] followers, [---] engagements "Berenberg Boosts ConvaTec Target from 330p to 340p" [X Link](https://x.com/obienu59136/status/2014580546488144020) 2026-01-23T06:06Z [----] followers, [--] engagements "🧵 Hidden Gem Stocks to Watch 👀 These names may not be on every radar but they have growth potential + catalysts behind them: 🔥 $SOFI Fintech ecosystem growth (lending banking investing) 🔥 $NVTS Healthcare services expansion potential 🔥 $IREN Renewable energy & infrastructure momentum 🔥 $SHOP E-commerce platform growth comeback 🔥 $UBER Mobility & delivery scaling globally #Stocks #HiddenGems #Investin https://twitter.com/i/web/status/2015135409303670986 https://twitter.com/i/web/status/2015135409303670986" [X Link](https://x.com/obienu59136/status/2015135409303670986) 2026-01-24T18:51Z [----] followers, [---] engagements "🧵 Still Bullish on Healthcare Names Jan [----] Edition 🩺💰 1/5 Overview Staying bullish on $OSCR $ROOT $UNH $HIMS makes sense if you like healthcare growth + tech-enabled insurance + DTC health plays. Mix of innovators + blue-chip compounders. Heres where they stand 👇" [X Link](https://x.com/obienu59136/status/2015449195604267327) 2026-01-25T15:38Z [----] followers, [---] engagements "2/5 $OSCR (Oscar Health) Trading: $15.60$15.70 (52-week high $23.80) Tech-driven health insurer in ACA/individual market Volatile but strong growth potential Analyst upgrades & price-target boosts recently ➡ A classic disruptor in healthcare insurance" [X Link](https://x.com/obienu59136/status/2015449198229926242) 2026-01-25T15:38Z [----] followers, [--] engagements "🚀 Anduril Davidson Tech & D-Wave $QBTS test quantum-classical missile defense. D-Waves hybrid solver was 10x faster & intercepted [----] more missiles in a 500-missile sim boosting threat mitigation 912% vs classical methods. $QBTS - D WAVE SHARES UP 4.67% PRE MARKET" [X Link](https://x.com/obienu59136/status/2016129468989862336) 2026-01-27T12:41Z [----] followers, [--] engagements "🚀 D-Wave Quantum $QBTS lands $20M FAU deal moves HQ to Florida scores missile-defense wins with Anduril/Davidson and rolls out new annealing featuresshowcasing tech progress commercial traction & dual-platform quantum strategy. $QBT - D WAVE SHARES UP 5.43% PRE MARKET" [X Link](https://x.com/obienu59136/status/2016130224786649443) 2026-01-27T12:44Z [----] followers, [--] engagements "🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings" [X Link](https://x.com/obienu59136/status/2016365103973564761) 2026-01-28T04:17Z [----] followers, [---] engagements "🧵 Deep Dive: Zeta Global (NYSE: ZETA) The AI Marketing Cloud Powerhouse 1/ 🚀 What is Zeta Global AI-driven marketing cloud that unifies identity intelligence & activation. Helps brands acquire grow retain customers across email social mobile web & more. #MarTech #AI" [X Link](https://x.com/obienu59136/status/2016371797885677581) 2026-01-28T04:44Z [----] followers, [--] engagements "2/ 💼 Business Model SaaS subscriptions (Zeta Marketing Platform) Usage-based fees for campaign activations Proprietary data services leveraging billions of consumer profiles Mix = recurring revenue + growth tied to marketing spend" [X Link](https://x.com/obienu59136/status/2016371800637075771) 2026-01-28T04:44Z [----] followers, [--] engagements "3/ Big Tech Earnings Today (Post-Close) MSFT AI/cloud growth & margin update META AI ad momentum revenue guidance TSLA EV & robotics pivot capex commentary IBM Visa ServiceNow Lam Research mixed tech/enterprise catalysts Tomorrow AAPL NVDA not this week" [X Link](https://x.com/obienu59136/status/2016389346555818464) 2026-01-28T05:54Z [----] followers, [--] engagements "🛡 Defense & Industrial $GD General Dynamics Defense contracts + stable cash flow $GEV GE Vernova Renewable energy & utilities $LHX L3Harris Defense tech & secure government contracts $MPWR Monolithic Power Power semis consistent revenue" [X Link](https://x.com/obienu59136/status/2016411358581973375) 2026-01-28T07:21Z [----] followers, [--] engagements "☕ $SBUX Q126 Earnings Revenue: $9.9B (+6% YoY) ✅ Adj EPS: $0.56 (-19% YoY) 🔴 U.S. comps: +4% China comps: +7% ✅ FY Guide: EPS $2.15$2.40 comps +3% [------] new stores Segment Highlights: NA revenue: $7.28B (+3%) margin 11.9% (-480bps) Intl revenue: $2.64B (+10%) margin 13.7% (+100bps) Channel Dev: $522.7M (+20%) margin 41.3% (-640bps) 💬 Back to Starbucks strategy is working; clear path to sustainable earnings growth. #Starbucks #SBUX #Earnings #Retail https://twitter.com/i/web/status/2016494938217656335 https://twitter.com/i/web/status/2016494938217656335" [X Link](https://x.com/obienu59136/status/2016494938217656335) 2026-01-28T12:53Z [----] followers, [--] engagements "🚀 Why Zeta Global (ZETA) Could Be the Next Big AI Marketing Stock" [X Link](https://x.com/obienu59136/status/2016539074148835519) 2026-01-28T15:49Z [----] followers, [--] engagements "2/ 💼 Business Model SaaS subscriptions: Zeta Marketing Platform Usage-based fees for campaign activations Proprietary data services w/ billions of consumer profiles 💡 Mix = recurring revenue + growth tied to marketing spend" [X Link](https://x.com/obienu59136/status/2016539080369041418) 2026-01-28T15:49Z [----] followers, [--] engagements "V.F. Corp. $VFC Q326 Earnings Highlights 🧵 1/ 💰 Revenue: $2.88B vs est. $2.75B 🟢 2/ 📊 EPS: $0.58 vs est. $0.45 🟢 3/ 🏷 Notable: Completed sale of Dickies during the quarter 4/ 📈 FY Guide: Free cash flow vs LY Adjusted operating income vs LY Operating cash flow vs LY FYE26 leverage: 3.5x 5/ 🔮 Q4 Guide: Revenue: flat to +2% vs LY Adjusted operating income: $10M$30M 6/ 🏔 Segment Performance: The North Face: +8% vs LY; +5% C$ Vans: -8% vs LY; -10% C$ Timberland: +8% vs LY; +5% C$ Americas region: +2% vs LY; ex Dickies +6% C$ Global DTC: +4% vs LY; ex Dickies +3% C$ 7/ 💹 Financials: Gross" [X Link](https://x.com/obienu59136/status/2016544618947482022) 2026-01-28T16:11Z [----] followers, [--] engagements "💡 $MSFT Cloud Insight 🔹 Microsoft reveals 45% of its $625B commercial cloud backlog comes from OpenAI 🤯 🔹 Highlights deepening reliance on AI partnerships for growth 🤖☁ 🔹 Reinforces Microsoft as a core AI infrastructure player 🌐 #Microsoft #OpenAI #AI #Cloud #MSFT" [X Link](https://x.com/obienu59136/status/2016826369888371021) 2026-01-29T10:50Z [----] followers, [--] engagements "Lazard (NYSE: LAZ) Q4 & FY [----] Earnings Q4 [----] Net Revenue: $907M Adjusted Net Revenue: $892M Full-Year [----] Net Revenue: $3.10B Adjusted: $3.03B (+5% YoY) Financial Advisory: record adjusted revenue $1.8B Asset Management AUM: $254B (+12% YoY) Adjusted Net Income: $266M ($2.44/share +9% YoY) GAAP Net Income: $237M ($2.17/share) Shareholder Returns & Management Returned $393M to shareholders (dividends + buybacks) Tracy Farr appointed as CFO Revenue per Financial Advisory MD: $8.9M; [--] new MDs hired Takeaways: Strong growth in Financial Advisory and Asset Management Healthy shareholder" [X Link](https://x.com/obienu59136/status/2016841206198640813) 2026-01-29T11:49Z [----] followers, [--] engagements "🚛 $OSK Q4 [----] & [----] Outlook 📊 Q4 Results: Sales: $2.69B 3.5% YoY EPS: $2.10 Adjusted EPS: $2.26 Operating Income: $212M (7.9% of sales) Adjusted: $225.9M (8.4%) Vocational & Access segments drive growth 🔮 [----] Guidance: EPS: $10.90 Adjusted EPS: $11.50 💡 Takeaway: Strong execution across portfolio ramping up NGDV & U.S. fire truck production. Solid fundamentals and margin improvements signal a bullish operational outlook. https://twitter.com/i/web/status/2016854997049188476 https://twitter.com/i/web/status/2016854997049188476" [X Link](https://x.com/obienu59136/status/2016854997049188476) 2026-01-29T12:44Z [----] followers, [--] engagements "📅 Thursday Earnings Watch Tech / Consumer Electronics 🍏 AAPL SMSN SAP STM NEC Casio Fuji Electric Finance / Payments 💳 V LPLA AMP CFR ABCB CACC GPI Energy / Materials 🛢 SCCO VLO CNX VEDL EMN MTX Healthcare / Pharma 💊 ROG TMO BDX SAN RMD HOLX [----] Consumer / Retail 🛍 DECK SBH Insurance / Financial Services 🏦 FHI PMT PFSI Other / Miscellaneous ⚡ KLAC OSIS https://twitter.com/i/web/status/2016868372336525816 https://twitter.com/i/web/status/2016868372336525816" [X Link](https://x.com/obienu59136/status/2016868372336525816) 2026-01-29T13:37Z [----] followers, [---] engagements "🟣 adidas AG Earnings & Capital Action Snapshot 👟 Record Revenues (FY 2025) Revenue: 24.81bn (13% currency-neutral) Q4 Revenue: 6.08bn (11% currency-neutral) Growth driven by double-digit expansion across all markets & channels 📈 Profitability Strengthens Gross Margin: 51.6% (0.8pp YoY) Operating Profit: 2.06bn (700m YoY) Operating Margin: 8.3% (from 5.6% in 2024) Q4 Operating Profit: 164m (more than doubled YoY) 💶 Currency Headwinds Absorbed 1bn negative FX impact margins still expanded Higher tariffs offset by pricing mix and cost discipline 🔁 Share Buyback Announced Up to 1bn buyback" [X Link](https://x.com/obienu59136/status/2017147827567120424) 2026-01-30T08:08Z [----] followers, [--] engagements "🟣 adidas AG FY2025 Record Revenues & Share Buyback 👟 Record Revenues (FY 2025) Total revenue: 24.81bn 10% YoY (currency-neutral +13%) Q4 revenue: 6.08bn 1011% YoY Gross margin: 51.6% 0.8pp YoY Operating profit: 2.06bn 700m YoY Operating margin: 8.3% (from 5.6% in 2024) 🔁 Share Buyback Up to 1bn buyback planned for [----] Funded by strong cash flow Repurchased shares will be cancelled boosting EPS 📈 Market Takeaway Strong revenue growth margin expansion and a major share buyback signal management confidence and shareholder-friendly capital allocation." [X Link](https://x.com/obienu59136/status/2017150441079943419) 2026-01-30T08:18Z [----] followers, [--] engagements "🚀 AI & Energy Momentum Watch: AI Data Platforms $PLTR $SNOW $MDB $NOW" [X Link](https://x.com/obienu59136/status/2017157448226791443) 2026-01-30T08:46Z [----] followers, [---] engagements "Transportation & Logistics 🚚 $FDX $UPS $ZIM 💡 No tariffs = lower costs & improved profitability" [X Link](https://x.com/obienu59136/status/2017157685938938117) 2026-01-30T08:47Z [----] followers, [---] engagements "🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥 Servers OEMs (Computing) $DELL $SMCI $JBL 🔌 Power Systems (Infrastructure) $FLEX $ETN $VRT 🔋 Power Electronics (Chips & Modules) $STM $ADI $MPWR $NVTS $ON https://twitter.com/i/web/status/2017157931041435962 https://twitter.com/i/web/status/2017157931041435962" [X Link](https://x.com/obienu59136/status/2017157931041435962) 2026-01-30T08:48Z [----] followers, [---] engagements "🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings ✅ Diversification + defensive exposure" [X Link](https://x.com/obienu59136/status/2017158168279728459) 2026-01-30T08:49Z [----] followers, [---] engagements "LyondellBasells Q4 [----] results: [--]. Adjusted EPS: Reported: $0.26 (loss per share) Estimate: $0.24 ⚠ Miss the company posted a loss vs a small expected profit [--]. Sales & Operating Revenue: Reported: $7.09B Estimate: $6.9B ✅ Beat revenue slightly higher than expected [--]. Adjusted EBITDA: Reported: $417M Estimate: $477.6M ⚠ Miss profitability below expectations Quick Takeaways: Revenue beat shows solid sales activity despite challenging margins. Loss and lower-than-expected EBITDA suggest margins and costs were pressure points likely from feedstock costs or market softness. Overall top-line" [X Link](https://x.com/obienu59136/status/2017203147416953130) 2026-01-30T11:48Z [----] followers, [----] engagements "🚗 Waymo Funding Alert 💰 Target Raise: $16B 🏷 Valuation: $110B 🏢 Alphabet Contribution: $13B 🤝 External Investors: Sequoia Capital DST Global Dragoneer 🔒 Status: Private discussions underway 📌 Comment: One of the largest funding rounds in autonomous vehicles strong vote of confidence for Waymo and Alphabets robotaxi ambitions. https://twitter.com/i/web/status/2017692778935775271 https://twitter.com/i/web/status/2017692778935775271" [X Link](https://x.com/obienu59136/status/2017692778935775271) 2026-01-31T20:13Z [----] followers, [--] engagements "⚡ Micron ($MU) Coverage Update Phillip Securities analyst Yik Ban Chong initiates Buy with $500 PT. Key points: High demand for high-bandwidth memory (HBM) products Micron poised to chip away at SK Hynixs market share as HBM4 ramps post-Q2 #Micron #Semiconductors #HBM #TechStocks https://twitter.com/i/web/status/2018240733690355780 https://twitter.com/i/web/status/2018240733690355780" [X Link](https://x.com/obienu59136/status/2018240733690355780) 2026-02-02T08:31Z [----] followers, [--] engagements "$MU - MICRON TECHNOLOGY SHARE PRICE DOWN 1.08% PRE MARKET" [X Link](https://x.com/obienu59136/status/2018240743651803400) 2026-02-02T08:31Z [----] followers, [---] engagements "Today's Key Events (All EST) 2.2.2026 09:45: US S&P Manufacturing PMI 10:00: US ISM Manufacturing PMI 12:30: Fed's Bostic 15:00: US Treasury QRA Estimates Companies Reporting Before Open 2.2.2026 06:00: Revvity $RVTY 06:30: IDEXX Laboratories $IDXX 06:40: Disney $DIS 06:45: Aptiv $APTV 07:15: Twist Bioscience $TWST 07:00: NAPCO Security Technologies $NSSC 07:00: Alliance Resource Partners $ARLP 07:30: Tyson Foods $TSN 08:00: Hess Midstream $HESM Comopanies After Hours 2.2.2026 16:00: Woodward $WWD 16:05: Palantir $PLTR 16:05: Simon Property Group $SPG 16:05: Rambus $RMBS 16:05: DaVita $DVA" [X Link](https://x.com/obienu59136/status/2018244839540678736) 2026-02-02T08:47Z [----] followers, [--] engagements "📊 Revvity ($RVTY) Q4 & Full-Year [----] Results Q4 [----] Revenue: $772M (+6% YoY; +4% organic) GAAP EPS: $0.87 from $0.78 Adjusted EPS: $1.70 from $1.42 GAAP Op. Margin: 14.5% Adjusted Op. Margin: 29.7% FY [----] Revenue: $2.856B from $2.755B GAAP EPS: $2.07 from $2.20 Adjusted EPS: $5.06 from $4.90 GAAP Op. Margin: 12.5% Adjusted Op. Margin: 27.1% ✅ CEO Prahlad Singh: Portfolio transformation positions us well to capitalize on improving end market conditions and deliver differentiated results. #Revvity #RVTY #Earnings #Biotech #TechStocks https://twitter.com/i/web/status/2018282520819671158" [X Link](https://x.com/obienu59136/status/2018282520819671158) 2026-02-02T11:17Z [----] followers, [--] engagements "$APTV - APTIV SHARES UP 0.01% PRE MARKET" [X Link](https://x.com/obienu59136/status/2018292951655309577) 2026-02-02T11:58Z [----] followers, [--] engagements "$FN Q2 FY [----] RESULTS Headline take: Fabrinet delivered record revenue and earnings beat guidance and issued strong Q3 outlook. 🔑 Q2 FY [----] HIGHLIGHTS 🔹 Revenue: $1.133B (record) 🔹 Y/Y growth: +35.9% 🔹 GAAP EPS: $3.11 (vs $2.38) 🔹 Non-GAAP EPS: $3.36 📈 Q3 FY [----] GUIDANCE 🔹 Revenue: $1.15$1.20B 🔹 GAAP EPS: $3.22$3.37 🔹 Diluted shares: 36.3M 🎯 BOTTOM LINE 🔹 Broad-based program strength 🔹 Record operating leverage 🔹 Momentum carrying into Q3 https://twitter.com/i/web/status/2018438936066957368 https://twitter.com/i/web/status/2018438936066957368" [X Link](https://x.com/obienu59136/status/2018438936066957368) 2026-02-02T21:38Z [----] followers, [--] engagements "$LEXSTEEL Q2 RESULTS Headline take: Lexsteel reported solid Q2 results while actively managing tariff-related pressure. 🔑 Q2 HIGHLIGHTS 🔹 Sales: $118.2M 🔹 Net income: $6.64M 🔹 EPS: $1.18 🔹 Gross margin: 22.7% ⚠ OUTLOOK 🔹 Tariffs creating near-term pressure 🔹 Company managing pricing costs and supply chains to offset impact https://twitter.com/i/web/status/2018443683675165043 https://twitter.com/i/web/status/2018443683675165043" [X Link](https://x.com/obienu59136/status/2018443683675165043) 2026-02-02T21:57Z [----] followers, [--] engagements "💥 BIG EARNINGS WEEK FEB [--] [----] 📅 TUESDAY 🔹 $AMD ⚡ Q4 (PM) reports today 🔹 $MRK 💊 Q4 (AM) 🔹 $PEP 🥤 Q4 (AM) 🔹 $PFE 💊 Q4 (AM) 🔹 $NTDOY 🎮 Q3 🔹 $PYPL 💳 Q4 (AM) 🔹 $CMG 🌯 Q4 (PM) 🔹 $EA 🎮 Q3 (PM) 🧠 FOCUS TODAY 🔹 Advanced Micro Devices ($AMD) in the spotlight 🔹 AI data center and GPU commentary will be key market drivers Bottom line: Heavy-hitter earnings with AI consumer and healthcare all in play expect volatility and big moves. https://twitter.com/i/web/status/2018601257657565284 https://twitter.com/i/web/status/2018601257657565284" [X Link](https://x.com/obienu59136/status/2018601257657565284) 2026-02-03T08:23Z [----] followers, [---] engagements "BRITISH PRECIOUS METALS MINERS JUMP IN EARLY TRADE UK-listed precious metals miners are higher in early trading: 🔹 Antofagasta +4.8% 🔹 Fresnillo +4.6% 🔹 Hochschild Mining +3.7% Bottom line: Strength in gold and silver prices is lifting UK mining stocks in early trade" [X Link](https://x.com/obienu59136/status/2018603344588329396) 2026-02-03T08:31Z [----] followers, [---] engagements "Today's Key Events 3.2.2026 08:00: Feds Barkin 09:40: Feds Bowman 13:00: US 30-Year TIPS Auction Companies Reporting Before Open - 3.2.2026 06:00: PayPal $PYPL 06:00: PepsiCo $PEP 06:00: Gartner $IT 06:00: ADM 06:00: $BALL 06:00: EPD 06:00: Willis Towers Watson $WTW 06:05: Atkore $ATKR 06:30: Merck & Co $MRK 06:30: Eaton $ETN 06:30: MPLX 06:30: MPC 06:30: GPK 06:45: Pfizer $PFE 06:45: Capri Holdings $CPRI 06:50: PJT Partners 06:50: Pentair $PNR 06:55: AMETEK $AME 06:55: Rithm Capital $RITM 07:00: fuboTV $FUBO 07:30: Hubbell $HUBB 07:40: $ATI 07:45: Galaxy Digital $GLXY Companies Reporting" [X Link](https://x.com/obienu59136/status/2018618796257255771) 2026-02-03T09:33Z [----] followers, [---] engagements "🚨🔼 JPMorgan upgrades SoFi entry point achieved SoFi Technologies ($SOFI) was upgraded to Overweight from Neutral at JPMorgan by analyst Reginald Smith with the price target left unchanged at $31. 🧠 JPMs rationale Post-earnings selloff = opportunity Shares are down 10% since the Q4 call despite record results. FY26 guidance impressed EBITDA outlook beat expectations reinforcing operating leverage. Business momentum called undeniable Record member growth Record deposit inflows Improving funding mix + scale benefits JPMorgan says this is the entry point they were waiting for. 📌 Market read" [X Link](https://x.com/obienu59136/status/2018674687547441251) 2026-02-03T13:15Z [----] followers, [--] engagements "Mercury Systems Q2 FY26 EARNINGS HIGHLIGHTS 🔹 Revenue: $233M 🔹 Bookings: $288M (+18.6% YoY) 🔹 Book-to-bill: [----] 🟢 🔹 Adj. EBITDA: $30M (+36% YoY) 🔹 Adj. EBITDA margin: 12.9% 🔹 Adj. EPS: $0.16 (vs. $0.07 YoY) 🔹 Operating cash flow: $52M 🔹 Free cash flow: $46M Backlog 🔹 Total backlog: $1.5B 🔹 Next [--] months: $807M Bottom line: Bookings strength + margin expansion + solid cash flow. Defense demand remains healthy execution improving sentiment steady https://twitter.com/i/web/status/2018798451493163249 https://twitter.com/i/web/status/2018798451493163249" [X Link](https://x.com/obienu59136/status/2018798451493163249) 2026-02-03T21:27Z [----] followers, [--] engagements "Mondelez International Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.50B (Est. $10.31B) 🟢 🔹 Adj. EPS: $0.72 (Est. $0.70) 🟢 FY26 GUIDANCE 🔹 Adj. EPS growth (CC): 0% to +5% 🔹 Organic net revenue growth: 0% to +2% (Est. +2.77%) 🔴 🔹 Free cash flow: $3.0B Bottom line: Beat the quarter but FY26 growth outlook is conservative cash flow solid top-line momentum muted. https://twitter.com/i/web/status/2018798930163605665 https://twitter.com/i/web/status/2018798930163605665" [X Link](https://x.com/obienu59136/status/2018798930163605665) 2026-02-03T21:29Z [----] followers, [--] engagements "Electronic Arts Q3 FY26 EARNINGS HIGHLIGHTS 🔹 Net bookings: $3.046B (+38% YoY) 🟢 🔹 Revenue: $1.901B 🔹 Operating cash flow: $1.826B 🔹 TTM operating cash flow: $2.522B Franchise Performance 🔹 Battlefield 6: Best-selling shooter of 2025; record engagement 🟢 🔹 EA SPORTS FC: Net bookings +high single digits YoY (ex-timing) 🔹 Apex Legends: Net bookings +double digits YoY Bottom line: Blockbuster Battlefield launch + strong live-service franchises drove record bookings and massive cash flow. Execution strong sentiment steady https://twitter.com/i/web/status/2018799320162836849" [X Link](https://x.com/obienu59136/status/2018799320162836849) 2026-02-03T21:30Z [----] followers, [--] engagements "$VRNS Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $173.4M (Est. $168.5M) 🟢 🔹 EPS: $0.08 (Est. $0.03) 🟢 Q1 Guide 🔹 EPS: -$0.06 to -$0.05 (Est. $0.05) 🔴 🔹 Revenue: $164M$166M (Est. $164M) 🟢 FY26 Guide: 🔹 EPS: $0.06$0.10 (Est. $0.34) 🔴 🔹 Revenue: $722M$730M (Est. $718M) 🟢" [X Link](https://x.com/obienu59136/status/2018800251898143069) 2026-02-03T21:34Z [----] followers, [---] engagements "BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high volatility" [X Link](https://x.com/obienu59136/status/2018948068159135910) 2026-02-04T07:21Z [----] followers, [--] engagements "📅 Wednesday 🔥 Earnings Watch Alphabet ($GOOG) 🤖 Q4 PM Eli Lilly ($LLY) 💊 Q4 AM AbbVie ($ABBV) 💊 Q4 AM **Qualcomm 📱 Q1 PM Uber ($UBER) 🚗 Q4 AM Vertex Pharmaceuticals ($VRTX) 💊 Q4 PM Snap ($SNAP) 📱 Q4 PM 🔥 Market focus today: GOOG = AI monetization ads cloud margins (the main event ) LLY / ABBV / VRTX = healthcare heavyweight read-through QCOM = handset demand + AI chips narrative UBER = profitability + guidance credibility SNAP = volatility grenade after the bell 💣 https://twitter.com/i/web/status/2018952305412915566 https://twitter.com/i/web/status/2018952305412915566" [X Link](https://x.com/obienu59136/status/2018952305412915566) 2026-02-04T07:38Z [----] followers, [--] engagements "⚡ Enphase Energy ($ENPH) Q425 Earnings Highlights - RECAP 🔹 Revenue: $343.3M vs $340.5M est. 🟢 🔹 Non-GAAP EPS: $0.71 vs $0.68 est. 🟢 🔹 Non-GAAP Gross Margin: 46.1% (very strong) 🔹 IQ Battery Shipments: [-----] MWh 🔹 Microinverter Shipments: 1.55M units 🔥 What stands out: Margins remain elite despite tough solar demand backdrop Storage attach rates improving batteries doing heavy lifting Operational execution clearly stabilizing after prior downturn If you want I can add: 📈 Why the market might still fade this (and why that could be wrong) ⚖ ENPH vs SEDG setup 🎯 Post-earnings trade" [X Link](https://x.com/obienu59136/status/2018974072344842322) 2026-02-04T09:05Z [----] followers, [--] engagements "YUM BRANDS Q4 ADJ EPS $1.73 VS ESTIMATE $1.77 Q4 REV $2.51 BLN VS ESTIMATE $2.45 BLN Q4 WORLDWIDE SAME-STORE SALES UP 3% VS IBES ESTIMATE 2.74% Q4 KFC DIVISION SAME-STORE SALES UP 3% Q4 TACO BELL DIVISION SAME-STORE SALES UP 7%" [X Link](https://x.com/obienu59136/status/2019019460804595851) 2026-02-04T12:05Z [----] followers, [--] engagements "$QCOM Qualcomm Q1 [----] Earnings Adjusted EPS $3.50 est. $3.41 Revenue $12.25B est. $12.21B Near-term handsets outlook impacted by industry-wide memory supply constraints Remains on track to achieve fiscal [----] revenue goals Sees Q2 revenue $10.2B to $11.0B est. $11.12B Sees Q2 adjusted EPS $2.45 to $2.65 est. $2.89 https://twitter.com/i/web/status/2019154523613458663 https://twitter.com/i/web/status/2019154523613458663" [X Link](https://x.com/obienu59136/status/2019154523613458663) 2026-02-04T21:02Z [----] followers, [---] engagements "$GOOGL Alphabet Q4 [----] Earnings Snapshot Alphabet delivered a mixed but mostly strong quarter with revenue beats offset by margin and capex surprises. Top-line beats Revenue: $113.83B vs $111.4B est. Revenue ex-TAC: $97.23B vs $95.17B Google Services: $95.86B vs $94.9B Advertising: $82.28B vs $80.89B Search & Other: $63.07B vs $61.37B YouTube Ads: $11.38B vs $11.78B (miss) Google Cloud: $17.66B vs $16.2B (clear beat) Pressure points Operating income: $35.93B vs $36.95B est. (slight miss) Capex: $91.45B vs $28.17B est. (massive overshoot) Market read Core ads and Search remain very strong" [X Link](https://x.com/obienu59136/status/2019155667723182092) 2026-02-04T21:06Z [----] followers, [---] engagements "e.l.f. Beauty $ELF Q3 FY2026 Earnings Summary (Raises Outlook) e.l.f. Beauty delivered another blowout quarter extending its streak of category-leading growth and prompting a raised FY2026 outlook. Q3 FY2026 Highlights (Three Months Ended Dec [--] 2025) Net sales: $489.5M (+38% YoY) Growth across U.S. and international both retail and e-commerce Market share: +130 bps for e.l.f. Cosmetics brand Gross margin: 71% (down [--] bps YoY) Tariff pressure partially offset by pricing and mix GAAP net income: $39.4M Adjusted net income: $74.5M GAAP EPS: $0.65 Adjusted EPS: $1.24 Adjusted EBITDA: $123.0M" [X Link](https://x.com/obienu59136/status/2019159567293088110) 2026-02-04T21:22Z [----] followers, [--] engagements "$COHR Q2 FY2026 Earnings Summary Coherent delivered a clean beat-and-raise quarter driven by datacenter/communications strength and improving industrial demand. Q2 FY2026 Highlights Revenue: $1.69B vs $1.64B est. 🟢 (+17% YoY) Adj. EPS: $1.29 vs $1.21 est. 🟢 (+35% YoY) Adj. Gross Margin: 39.0% (+77 bps YoY) Adj. Operating Income: $336M (+26.8% YoY) Adj. Operating Margin: 19.9% (+147 bps YoY) Adj. Net Earnings: $248M (+34.3% YoY) Pro forma revenue growth: +22% YoY excluding the sold Aerospace & Defense business. Q3 FY2026 Guidance Revenue: $1.70B$1.84B (vs $1.71B est.) 🟡 Adj. EPS: $1.28$1.48" [X Link](https://x.com/obienu59136/status/2019160352911745124) 2026-02-04T21:25Z [----] followers, [---] engagements "AMSC $AMSC Q3 FY2025 Earnings Summary American Superconductor reported a solid operating quarter with strong revenue growth healthy margins and expanding backlog though GAAP results were skewed by a one-time tax benefit. Q3 FY2025 Highlights (Ended Dec [--] 2025) Revenue: $74.5M (+21% YoY) Gross margin: 30% Cash & restricted cash: $147.1M 12-month backlog: $250M One-Time Item $113.1M discrete tax benefit from release of a valuation allowance Inflated GAAP net income and is non-recurring Strategic Updates Acquisition closed: Comtrafo (Dec [--] 2025) Partial-quarter contribution in Q3 Strengthens" [X Link](https://x.com/obienu59136/status/2019169816322441606) 2026-02-04T22:02Z [----] followers, [---] engagements "$BOOT Boot Barn Q3 Earnings Summary Boot Barn posted a modest beat on both earnings and revenue while issuing largely in-line FY2026 guidance. Q3 Highlights EPS: $2.79 vs $2.71 est. 🟢 Revenue: $705.6M vs $704.4M est. 🟢 FY2026 Guidance EPS: $7.25$7.35 (vs $7.31 est.) 🟡 Revenue: $2.24B$2.25B (vs $2.24B est.) 🟡 Takeaway Boot Barn continues to execute steadily despite a choppy consumer backdrop. The quarter showed solid demand and margin discipline while the outlook suggests management confidence without overpromising. With guidance essentially in line the stock reaction likely hinges on" [X Link](https://x.com/obienu59136/status/2019169925873479949) 2026-02-04T22:03Z [----] followers, [--] engagements "$KMPR Kemper Q4 Earnings Summary Kemper delivered a big earnings beat despite a top-line miss highlighting strong underwriting and cost control. Q4 Highlights EPS: $1.78 vs $0.90 est. 🟢 Revenue: $1.13B vs $1.19B est. 🔴 Takeaway The quarter underscores Kempers operational leverage: profitability improved materially even with softer revenue. Investors will focus on loss ratios pricing discipline and reserve development to assess whether this earnings strength is sustainable going forward. https://twitter.com/i/web/status/2019170537545912492 https://twitter.com/i/web/status/2019170537545912492" [X Link](https://x.com/obienu59136/status/2019170537545912492) 2026-02-04T22:05Z [----] followers, [--] engagements "$WOLF Wolfspeed Q2 Earnings Summary Wolfspeed reported a severely disappointing quarter with large misses across earnings revenue and forward guidance. Q2 Highlights EPS: $6.11 vs $0.63 est. 🔴 Revenue: $168.5M vs $199.4M est. 🔴 Q3 Guidance Revenue: $140M$160M vs $162.8M est. 🔴 Takeaway This was a breakdown quarter not just a soft patch. The magnitude of the EPS miss points to serious operational and cost issues while the revenue shortfall and weak Q3 outlook suggest demand visibility is deteriorating particularly in EV and industrial end markets. Until Wolfspeed shows: stabilized" [X Link](https://x.com/obienu59136/status/2019171377937351058) 2026-02-04T22:09Z [----] followers, [---] engagements "$DGII Digi International Q1 Earnings Summary Digi International reported a solid Q1 beating expectations on both earnings and revenue. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway The beat reflects steady demand for IoT connectivity and networking solutions with operating discipline allowing incremental revenue upside to flow through to earnings. Digis results support the view of the company as a consistent execution-driven compounder rather than a high-volatility growth story. https://twitter.com/i/web/status/2019171577997455823" [X Link](https://x.com/obienu59136/status/2019171577997455823) 2026-02-04T22:09Z [----] followers, [--] engagements "$DGII Digi International Q1 Earnings Summary Digi International delivered a clean beat on both the top and bottom line reflecting steady execution. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway Results point to resilient demand across Digis IoT and connectivity portfolio with operating discipline allowing modest revenue upside to translate into earnings. This keeps Digi in the camp of reliable mid-growth tech names with improving profitability. https://twitter.com/i/web/status/2019171750236549389 https://twitter.com/i/web/status/2019171750236549389" [X Link](https://x.com/obienu59136/status/2019171750236549389) 2026-02-04T22:10Z [----] followers, [--] engagements "$SYM Symbotic Q1 Earnings Summary Symbotic posted a mixed quarter with a revenue beat and strong forward guidance but a notable EPS miss. Q1 Highlights EPS: $0.02 vs $0.08 est. 🔴 Revenue: $630M vs $622.6M est. 🟢 Q2 Guidance Revenue: $650M$670M vs $638M est. 🟢 Takeaway The EPS miss suggests near-term margin pressure or investment spending but the revenue beat and upbeat Q2 outlook reinforce strong demand for Symbotics automation platforms. Investors will likely weigh growth visibility vs. profitability timing with the backlog and customer concentration remaining key factors." [X Link](https://x.com/obienu59136/status/2019172033565753465) 2026-02-04T22:11Z [----] followers, [---] engagements "$CIEN Ciena to Join the S&P [---] Ciena is set to be added to the S&P [---] a meaningful milestone for the company and its shareholders. Why this matters Forced buying: Passive index funds and ETFs tracking the S&P [---] will need to purchase CIEN shares often supporting near-term demand. Validation of scale & durability: Inclusion signals Ciena has reached the size liquidity and financial profile required of large-cap leaders. Higher visibility: Broader institutional ownership and analyst attention tend to follow. Bigger picture Cienas inclusion comes as optical networking demand accelerates" [X Link](https://x.com/obienu59136/status/2019184768772952263) 2026-02-04T23:02Z [----] followers, [--] engagements "⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high" [X Link](https://x.com/obienu59136/status/2019211682195931189) 2026-02-05T00:49Z [----] followers, [---] engagements "BT Group Q3 FY2026 Earnings Snapshot BT Group delivered a mostly in-line quarter and reiterated confidence in a long-term cash flow inflection as its fiber build matures. Q3 FY2026 Highlights Openreach adj. revenue: 1.54B (in line with estimates) Group adj. revenue: 4.98B vs 5.07B est. 🔴 Adj. EBITDA: 2.1B vs 2.09B est. 🟢 Strategic / Financial Outlook Cash flow inflection expected: Management reiterated plans for 3.0B in annual cash flow by the end of the decade Openreach remains the core value driver supported by: expanding fiber footprint rising wholesale penetration improving operating" [X Link](https://x.com/obienu59136/status/2019314342697590897) 2026-02-05T07:37Z [----] followers, [--] engagements "⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high" [X Link](https://x.com/obienu59136/status/2019318324379730333) 2026-02-05T07:53Z [----] followers, [--] engagements "🟡 Asia Market Snapshot Japan (Nikkei 225) [-----] 0.35% Still strong structurally: +7.5% YTD +38.6% YoY China Shanghai Composite [----] 0.62% CSI [---] [----] 0.59% Shanghai [--] [----] 0.33% CH50 [-----] 0.08% ➡ Broad near-term softness but positive YoY gains remain intact India (Sensex) [-----] 0.60% Flat-to-down trend near term; still +6.8% YoY Bangladesh (DSE Broad) [----] 0.23% Strong momentum: +8.5% YTD Indonesia (JCI) [----] 0.08% Monthly pressure (8.9%) despite +18% YoY Saudi Arabia (TASI) [-----] 1.04% Pullback after strong gains; YoY still negative Taiwan (TSI) [-----] 1.42% Volatile but powerful trend:" [X Link](https://x.com/obienu59136/status/2019320620392075527) 2026-02-05T08:02Z [----] followers, [--] engagements "🟡 Europe Markets Snapshot UK (FTSE 100) [-----] 0.85% 📈 +4.7% YTD +20.6% YoY Germany (DAX) [-----] 0.24% 📈 +0.8% YTD +12.7% YoY France (CAC 40) [----] 0.38% 📈 +1.4% YTD Italy (FTSE MIB) [-----] 0.01% 📈 +3.8% YTD +25.7% YoY Spain (IBEX 35) [-----] 0.93% 🔥 +43.5% YoY (still a leader) Netherlands (AEX) [---] 0.23% 📈 +4.3% YTD Switzerland (SMI) [-----] 0.17% 🛡 Defensive grind higher Turkey (BIST 100) [-----] 0.20% 🚀 +23.3% YTD +42.9% YoY Russia (MOEX) [----] 0.82% 📉 0.5% YTD 6.0% YoY 🔥 What stands out UK Italy & Spain leading Europe Turkey remains a momentum monster Core Europe steady not explosive" [X Link](https://x.com/obienu59136/status/2019321782776275296) 2026-02-05T08:06Z [----] followers, [--] engagements "Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN" [X Link](https://x.com/obienu59136/status/2019323117106249966) 2026-02-05T08:12Z [----] followers, [---] engagements "Robotics / Power $IREN $TSLA $OKLO $GEV" [X Link](https://x.com/obienu59136/status/2019323270672298374) 2026-02-05T08:12Z [----] followers, [---] engagements "Cybersecurity $PANW $CRWD $ZS" [X Link](https://x.com/obienu59136/status/2019323336107651463) 2026-02-05T08:12Z [----] followers, [---] engagements "💊 Healthcare / Pharma / Biotech $HIMS $OSCR $NVO $UNH Key Points: Strong cash flows & fundamentals Moves independently of tech/consumer cycles ✅ Defensive undervalued plays" [X Link](https://x.com/obienu59136/status/2019323575854067905) 2026-02-05T08:13Z [----] followers, [---] engagements "⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS" [X Link](https://x.com/obienu59136/status/2019323812299567169) 2026-02-05T08:14Z [----] followers, [--] engagements "🚨 Stifel Downgrades Microsoft $MSFT Stifel downgraded Microsoft to Hold from Buy slashing its price target to $392 from $540. Why Stifel turned cautious Azure supply constraints: Well-documented capacity issues limit the chance of near-term Azure acceleration. Competitive pressure: Strong momentum from Googles GCP + Gemini and growing traction at Anthropic raise the bar for cloud/AI share gains. Timing headwinds: FY26 benefited from multiple product cycles; FY27 likely sees less in-period revenue recognition. The numbers Stifels FY27 EPS: $18.70 Thats meaningfully below consensus per the" [X Link](https://x.com/obienu59136/status/2019324468015829130) 2026-02-05T08:17Z [----] followers, [--] engagements "🚨🔼 Seaport Research Upgrades FuboTV ($FUBO) Seaport Research upgraded FuboTV to Buy from Neutral setting a $3 price target. Whats behind the call This was the first quarter post-merger of Disneys Hulu Live with FuboTV. Shares sold off sharply after the print but Seaport sees the pullback as an attractive entry amid uncertainty. The firm believes the market reaction overstates near-term risks relative to@TipRanks https://twitter.com/i/web/status/2019325198546202817 https://twitter.com/i/web/status/2019325198546202817" [X Link](https://x.com/obienu59136/status/2019325198546202817) 2026-02-05T08:20Z [----] followers, [--] engagements "🤖 AI IS REBUILDING THE INTERNET 🧠 MEMORY the new foundation $MU $SNDK Inference never pauses. Memory is becoming core infrastructure. 📡 DATA always on $PL Persistent AI requires continuous real-world data streams. ⚙ COMPUTE & INFERENCE demand engines $AMZN $TSLA Inference is everywhere: cloud edge cars robots. 🔌 CONNECTIVITY the bottleneck $AVGO $MRVL If data cant move fast AI stalls. 🛰 SPACE the transport layer $RKLB $ASTS Orbital logistics and global cellular extend AI reach. ⚡ POWER the silent constraint $VRT $ETN AI only scales if power cooling and electrical infrastructure scale. 🧠" [X Link](https://x.com/obienu59136/status/2019342721161335231) 2026-02-05T09:29Z [----] followers, [---] engagements "Companies Reporting After Hours - 5.2.2026 16:00: Amazon $AMZN 16:00: Doximity $DOCS 16:00: Arrow Electronics $ARW 16:00: Monolithic Power Systems $MPWR 16:00: BILL $BILL 16:00: Open Text $OTEX 16:00: VeriSign $VRSN 16:05: Amtech Systems $ASYS 16:05: Fortinet $FTNT 16:05: Reddit $RDDT 16:05: Synaptics $SYNA 16:05: ViaSat $VSAT 16:15: Impinj $PI 16:30: Coty $COTY 16:20: Affirm $AFRM After Close: Roblox $RBLX After Close: Warner Music Group $WMG 20:30: Envista Holdings $NVST https://twitter.com/i/web/status/2019349810055102675 https://twitter.com/i/web/status/2019349810055102675" [X Link](https://x.com/obienu59136/status/2019349810055102675) 2026-02-05T09:58Z [----] followers, [---] engagements "Linde plc $LIN released its full-year and Q4 [----] earnings today (February [--] 2026) showing solid performance with growth in key metrics despite some headline GAAP declines. Full-Year [----] Highlights - Sales: $34.0 billion +3% YoY (underlying +2%) - Adjusted operating profit: $10.1 billion +4% YoY - Adjusted operating margin: 29.8% (+30 bps YoY) - Adjusted EPS: $16.46 +6% YoY - Operating cash flow: $10.4 billion +10% YoY - Project backlog: $10.0 billion - Shareholder returns: $7.4 billion via dividends & buybacks - CEO Sanjiv Lamba highlighted resilient results with operating profit cash flow" [X Link](https://x.com/obienu59136/status/2019369469059997792) 2026-02-05T11:16Z [----] followers, [--] engagements "The Cigna Group $CI just dropped its Q4 and full-year [----] earnings report (February [--] 2026) delivering strong top-line growth solid adjusted profits shareholder-friendly moves like a dividend hike and buybacks but with some headwinds from the prior HCSC divestiture impacting customer counts and certain segments. Full-Year [----] Key Highlights - Total revenues: $274.9 billion +11% YoY - Adjusted income from operations: $8.0 billion ($29.84 per share) - Shareholders' net income: $6.0 billion ($22.18 per share) big jump from [----] (which had a large one-time loss) - Share repurchases: 11.9" [X Link](https://x.com/obienu59136/status/2019370709516972099) 2026-02-05T11:21Z [----] followers, [--] engagements "🟡 $XPO XPO Logistics Q4 [----] Snapshot 🚚 📊 Q4 Results Revenue $2.01B +4.7% YoY Net income $59M 22% YoY GAAP EPS $0.50 21% YoY Adj. EPS $0.88 (flat YoY) Adj. EBITDA $312M +3% YoY 📦 North American LTL (bright spot) Revenue $1.17B Adj. operating income +13.8% YoY Operating ratio 84.4% (+180bps improvement) 🔥 🌍 Europe Revenue $846M +10.6% YoY Adj. EBITDA $32M 💰 Cash Operating cash flow $226M Cash on hand $310M ⚠ Headwinds Corporate operating loss +47% YoY Lower real estate gains ($21M) Higher restructuring costs (+$23M) 🔥 Takeaway Core LTL execution remains strong with margin expansion but" [X Link](https://x.com/obienu59136/status/2019380772470214784) 2026-02-05T12:01Z [----] followers, [---] engagements "🟡 $KKR Q4 Earnings Snapshot 💼 📊 Q4 Results EPS $1.12 vs $1.11 est. 🟢 (+0.9% beat) Revenue $406M YoY 📈 Earnings consistency Beat EPS estimates in [--] straight quarters Last quarters EPS beat led to +1.7% next-day move 🗂 Recent Performance Q325: EPS $1.41 vs $1.24 Q225: EPS $1.18 vs $1.10 Q125: EPS $1.15 vs $1.15 Q424: EPS $1.32 vs $1.27 📊 Revenue track record Revenue has consistently topped estimates despite YoY volatility tied to realizations and timing 🔥 Takeaway KKR continues to execute reliably on earnings even with lumpy revenue. The market will focus on fee-related earnings" [X Link](https://x.com/obienu59136/status/2019382433703985298) 2026-02-05T12:07Z [----] followers, [---] engagements "BITCOIN FALLS BELOW $70000 FOR FIRST TIME SINCE NOV. [--] [----] 🟡 Crypto Market Snapshot (Pressure Building) 🟠 Bitcoin $69637 4.60% 🔷 Ethereum $2060 3.89% 🟡 BNB $680 2.43% 🔵 Cardano $0.270 5.59% 🟣 Solana $89.44 2.64% 🟢 XRP $1.36 9.77% 🔴 Polkadot $1.38 5.05% 🟠 Avalanche $9.21 5.26% 🟣 Polygon $0.11 2.39% ⚛ Cosmos $1.96 1.38% 🔥 What stands out BTC sliding toward $69K now 20% YTD / 27% YoY Altcoins bleeding harder (XRP 10% ADA/DOT/AVAX 5%+) Weekly losses 1726% across majors Monthly drawdowns 3540%+ classic deleveraging No clear bid yet volatility still elevated ⚠ Vibe check: This looks" [X Link](https://x.com/obienu59136/status/2019386458616840639) 2026-02-05T12:23Z [----] followers, [--] engagements "🟢 $ROK Rockwell Automation Q1 FY26 Earnings (Strong Start ⚙) 📊 Q1 FY26 Highlights Sales $2.11B +12% YoY Organic sales +10% Diluted EPS $2.69 +67% YoY Adj. EPS $2.75 +49% YoY 🟢 ARR +7% YoY 📈 Margins Pre-tax margin 16.2% (vs 11.3% LY) Segment op margin 20.7% (vs 17.1%) Segment operating earnings +36% YoY 🔮 FY26 Guidance (Reaffirmed / Updated) Reported sales growth 3%7% Organic sales growth 2%6% Diluted EPS $10.75$11.55 Adj. EPS $11.40$12.20 EPS raised due to updated tax rate 💰 Cash Flow Operating CF $234M Free CF $170M Lower YoY due to incentive comp payout & working capital timing 🔥" [X Link](https://x.com/obienu59136/status/2019392467758428607) 2026-02-05T12:47Z [----] followers, [--] engagements "🟢 $ICE Intercontinental Exchange FY25 Results 🧊 🏆 20th consecutive year of record revenues 📊 FY [----] Highlights Net revenue: $9.9B (+7% YoY) GAAP EPS: $5.77 (+21% YoY) Adj. EPS: $6.95 (+14% YoY) Operating income: $4.9B (+14% YoY) Adj. operating income: $6.0B (+10% YoY) 📈 Margins Operating margin 50% Adj. operating margin 60% 🔥 💰 Cash Flow Operating CF $4.7B (record) Adj. free CF $4.2B (+16% YoY) 🔁 Capital Returns $2.4B returned to shareholders Includes $1.3B in share buybacks 🔥 Takeaway Intercontinental Exchange keeps doing what it does best: steady growth elite margins massive cash" [X Link](https://x.com/obienu59136/status/2019396339780448474) 2026-02-05T13:03Z [----] followers, [--] engagements "🟢 $GFF Griffon Corp Q1 FY26 Earnings 🏗 📊 Q1 FY26 Highlights Revenue $649.1M (+3% YoY) GAAP EPS $1.41 (vs $1.49 LY) Adj. EPS $1.45 (vs $1.39 LY) 🟢 Adj. net income $66.3M 📈 Profitability Adj. EBITDA $129.6M (1% YoY) Adj. EBITDA (ex corporate) $144.6M (flat YoY) 💰 Cash Flow Free cash flow: $99M 🔥 🧱 Business Trends Solid execution at Home & Building Products Improved profitability at Consumer & Professional Products 🗣 Management On track to meet updated FY targets 🔥 Takeaway Griffon Corporation delivered a steady quarter with strong free cash flow resilient core operations and improving" [X Link](https://x.com/obienu59136/status/2019397792217645405) 2026-02-05T13:08Z [----] followers, [--] engagements "🟢 $RL Ralph Lauren Q3 FY26 Earnings (Holiday Beat 👔) 📊 Q3 FY26 Highlights Revenue +12% reported +10% constant currency 🟢 Demand strong across all regions DTC comps: high-single-digit growth (stores + digital) **Wholesale" [X Link](https://x.com/obienu59136/status/2019399102501388364) 2026-02-05T13:13Z [----] followers, [--] engagements "⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high" [X Link](https://x.com/obienu59136/status/2019400412655223199) 2026-02-05T13:19Z [----] followers, [--] engagements "🚨 Big news in weight loss meds Hims & Hers Health ($HIMS) is launching a compounded version of Novo Nordisk's ($NVO) new Wegovy pill (semaglutide-based) at an intro price of just $49/month that's about $100 cheaper than the brand name After the intro (one-time lower payment) subscribers on a 5-month plan pay $99/month vs. Novo's $199/month for self-pay. This telehealth play undercuts the big pharma pricing amid ongoing pressure for affordable access. Compounded versions use the same active ingredient but aren't FDA-approved like the branded onealways consult a doc Huge for affordability" [X Link](https://x.com/obienu59136/status/2019412315255304398) 2026-02-05T14:06Z [----] followers, [---] engagements "$NVO fires back at $HIMS's cheap compounded Wegovy pill launch 🔥 During today's analyst call (Feb [--] 2026) Novo Nordisk CEO (likely Mike Doustdar) slammed the $49/month intro offer saying people using Hims' compounded semaglutide pill would be "wasting $49" because the compound won't be properly absorbed in the body. Key context: - Hims announced today: Compounded oral semaglutide (same active ingredient as Wegovy's new pill) at $49 for the first month (then $99/mo on 5-month plan) vs. Novo's $199/mo self-pay. - Hims claims their formulation protects the ingredient during digestion for better" [X Link](https://x.com/obienu59136/status/2019421589045952807) 2026-02-05T14:43Z [----] followers, [---] engagements "NOVO NORDISK: TO TAKE LEGAL ACTION AGAINST HIM & HERS" [X Link](https://x.com/obienu59136/status/2019438410243723770) 2026-02-05T15:50Z [----] followers, [--] engagements "TRUMP SAYS JAPAN'S PM TAKAICHI TO VISIT WHITE HOUSE MARCH 19" [X Link](https://x.com/obienu59136/status/2019468143152820373) 2026-02-05T17:48Z [----] followers, [--] engagements "BESSENT: IF TRUMP WINS IRS SUIT $10B WOULD COME FROM TAXPAYERS" [X Link](https://x.com/obienu59136/status/2019468220336308286) 2026-02-05T17:48Z [----] followers, [--] engagements "🚨 Weight-Loss Drug War Escalates Novo Nordisk slammed Hims & Hers over its cheaper copycat Wegovy pill calling it illegal and vowing legal action. Whats happening Hims & Hers launched a lower-cost compounded alternative Novo says the product violates regulations and IP protections The move undercuts Novos high-profile obesity drug rollout News pressured Novo shares as investors digest competitive risk 🧠 Why it matters Obesity drugs are one of the largest profit pools in global pharma Compounded/off-label alternatives threaten pricing power This sets up a legal + regulatory showdown between" [X Link](https://x.com/obienu59136/status/2019516286800101582) 2026-02-05T20:59Z [----] followers, [--] engagements "🟢 $ARW Arrow Electronics Q4 & FY25 Earnings 🔌 📊 Q4 [----] (Beat + Raise vs guidance) Sales $8.7B (+20% YoY above high end of guide) EPS $3.75 Non-GAAP EPS $4.39 (both guide) 🟢 📊 FY [----] Sales $30.9B (+10% YoY) EPS $10.93 Non-GAAP EPS $11.02 🚀 Whats driving it Momentum across Global Components + ECS Strength in cloud AI and datacenter demand Growth in higher-margin value-added offerings Improving leading indicators as cycle turns 🗣 Management tone Early stages of a modest cyclical upturn Entering [----] with positive momentum cautious optimism Focus on profitable growth + financial" [X Link](https://x.com/obienu59136/status/2019517278925066268) 2026-02-05T21:03Z [----] followers, [--] engagements "🟢 $RDDT Reddit Q4 & FY25 Earnings + $1B Buyback 🚀 📈 User Growth DAUs: 121.4M (+19% YoY) 💰 Q4 [----] Revenue $726M (+70% YoY) Ad revenue $690M (+75% YoY) Net income $252M (35% margin) 🔥 Adj. EBITDA $327M (45% margin) Free cash flow $264M 📊 Full Year [----] Revenue $2.2B (+69% YoY) Net income $530M (24% margin) Adj. EBITDA $845M (38% margin) Gross margin 92% 🔁 Capital Return $1B share repurchase program authorized 💥 Fully diluted shares: 206.1M (flat QoQ down YoY) 🧠 What stands out Explosive revenue + profit growth Elite margins for a social platform Strong cash generation enables massive" [X Link](https://x.com/obienu59136/status/2019518728669724848) 2026-02-05T21:09Z [----] followers, [---] engagements "🟢 $BILL BILL Q2 FY26 Earnings (Strong Core Growth + Margins 💳) 📊 Q2 FY26 Highlights Total revenue: $414.7M (+14% YoY) Core revenue: $375.1M (+17% YoY) 🟢 Subscription fees $72.1M (+6%) Transaction fees $303.1M (+20%) 🔥 Float revenue $39.5M 📈 Profitability Gross margin 79.8% (Non-GAAP 83.9%) Non-GAAP operating income $74.1M (+18% YoY) Non-GAAP EPS $0.64 (vs $0.56 LY) 🟢 GAAP net loss $(0.03)/sh 💰 Scale & Usage [------] businesses served $95B payment volume (+13% YoY) 35M transactions (+16% YoY) 🔁 Capital Return 2.5M shares repurchased for $133M in Q2 🧠 What stands out Core (subscription" [X Link](https://x.com/obienu59136/status/2019519582373908570) 2026-02-05T21:12Z [----] followers, [---] engagements "🟢 $ASYS Amtech Systems Q1 FY26 Earnings (AI Demand Driving Orders 🤖) 📊 Q1 FY26 Highlights Revenue $19.0M Orders $20.7M revenue book-to-bill 1.1x 🟢 Backlog $21.6M GAAP EPS $0.01 Non-GAAP EPS $0.03 Adj. EBITDA $1.4M 💰 Cash & Cash Flow Cash $22.1M (up from $17.9M QoQ) Operating cash flow $4.1M (+43% YoY) 🔥 No debt 9th consecutive quarter of positive operating CF 🤖 AI Exposure AI-related equipment = 35% of TPS segment revenue (vs 30% prior qtr) Management expects sequential booking growth through FY26 driven by AI infrastructure buildouts Some deliveries pushed to Q3 to align with customer" [X Link](https://x.com/obienu59136/status/2019521279192354853) 2026-02-05T21:19Z [----] followers, [---] engagements "🟢 $FTNT Fortinet Q4 & FY25 Earnings 🔐 📊 Q4 [----] Revenue $1.91B (+15% YoY) Product revenue $691M (+20% YoY) Billings $2.37B (+18% YoY) GAAP operating margin: 33% 🔥 📊 FY [----] Revenue $6.80B (+14% YoY) Billings $7.55B (+16% YoY) Free cash flow: $2.21B 💰 GAAP operating margin: 31% 🔁 Capital Return Buyback authorization increased by $1B Total repurchase capacity now $10.25B (through Feb 2027) 🔮 FY [----] Guidance Revenue $7.50B$7.70B Implies growth moderating to 1013% Q1 non-GAAP EPS $0.59$0.63 🧠 What stands out Strong product + billings momentum Elite cash flow + margins Massive buyback" [X Link](https://x.com/obienu59136/status/2019522011228246249) 2026-02-05T21:22Z [----] followers, [--] engagements "🟢 $MCHP Q3 FY26 Earnings Highlights Top Line Revenue: $1.19B vs $1.17B est 🟢 (+15.6% YoY) Adj. EPS: $0.44 vs $0.42 est 🟢 Non-GAAP GM: 60.5% vs 58.6% est 🟢 📈 Q4 FY26 Guidance Revenue: $1.24B$1.28B (midpoint +6.2% QoQ +29.8% YoY) 🟡 Adj. EPS: $0.48$0.52 (est. $0.49) 🟡 Non-GAAP GM: 60.5%61.5% vs 59.8% est 🟢 CapEx: $20M$23M (very disciplined) ⚙ Operating Metrics R&D spend: $274M (+11% YoY) Non-GAAP Op Income: $338M Op margin: 28.5% 💰 Capital Return Dividends returned (Dec qtr): $246M Quarterly dividend (Mar qtr): $0.455/share 🧠 Management takeaway Strong momentum in connectivity driven" [X Link](https://x.com/obienu59136/status/2019524202139656630) 2026-02-05T21:31Z [----] followers, [---] engagements "🟢 $DOCS Q3 FY26 Earnings Highlights Top Line Revenue: $185.1M vs $181.6M est 🟢 (+10% YoY) Adj. EPS: $0.46 vs $0.45 est 🟢 Adj. EBITDA: $111.4M (+9% YoY) EBITDA margin: 60.2% 🔥 👩⚕ Platform Engagement 1M+ quarterly active prescribers 720K workflow product users (record QoQ jump) 300K+ users already engaging with AI features 📈 Guidance Q4 FY26 Revenue: $143M$144M Adj. EBITDA: $63.5M$64.5M FY26 Revenue: $642.5M$643.5M Adj. EBITDA: $355.5M$356.5M 💰 Profitability & Cash Net income: $61.6M (33.3% margin) Non-GAAP net income: $91.1M (49.3% margin) Free cash flow: $58.5M (8% YoY) 🔁 Capital" [X Link](https://x.com/obienu59136/status/2019524585742561712) 2026-02-05T21:32Z [----] followers, [---] engagements "🧾🚀 $BILL Q2 FY26 Earnings Snapshot Big Beat Across the Board 🟢 Revenue: $414.7M vs $400.0M est +14% YoY 🟢 Adj. EPS: $0.64 vs $0.56 est 🟢 Core Revenue: $375.1M +17% YoY 🟢 TPV: $95B +13% YoY 📈 Guidance (All Raised vs Street) FY26 Revenue: $1.63B$1.65B 🟢 Adj. EPS: $2.33$2.41 🟢 Core Revenue: $1.49B$1.51B Q3 Revenue: $397.5M$407.5M 🟢 Adj. EPS: $0.53$0.57 🟢 Core Revenue: $364.5M$374.5M ⚙ Operating Strength Gross Margin: 79.8% (83.9% non-GAAP) Non-GAAP Op Income: $74.1M +18% YoY Transactions: 35M +16% YoY Customers: 498.5K businesses 💸 Capital Return Buybacks: 2.5M shares $133M 🔑" [X Link](https://x.com/obienu59136/status/2019528554774470987) 2026-02-05T21:48Z [----] followers, [--] engagements "💄📉 $COTY Q2 FY26 Earnings Snapshot Mixed quarter guidance reset 🟢 Revenue: $1.68B vs $1.66B est +1% YoY 🔴 Adj. EPS: $0.14 vs $0.18 est 🔴 Adj. EBITDA: $330M -15% YoY 🚨 FY26 EBITDA & FCF guidance withdrawn 🔮 Q3 Outlook LFL Revenue: mid-single-digit % decline Adj. EBITDA: $100M$110M Adj. EPS: breakeven (ex-equity swap) 🧴 Segment Check Prestige: $1.13B +2% YoY (LFL -2%) Consumer Beauty: $545M -2% YoY (LFL -6%) 💰 Financials FCF: $513M Adj. Gross Margin: 64.2% (-260 bps YoY) Net Debt: $2.6B 2.7x leverage 🗣 Mgmt Tone Performance has been disappointing share price reflects that. Launching" [X Link](https://x.com/obienu59136/status/2019528713420042659) 2026-02-05T21:49Z [----] followers, [--] engagements "$BE - BLOOM ENERGY UP 13.01%" [X Link](https://x.com/obienu59136/status/2019534696045215810) 2026-02-05T22:12Z [----] followers, [---] engagements "$FTNT - FORTINET SHARES UP 2.12%" [X Link](https://x.com/obienu59136/status/2019535297030287649) 2026-02-05T22:15Z [----] followers, [--] engagements "$DOCS - DOXIMITY SHARES DOWN 32%" [X Link](https://x.com/obienu59136/status/2019536072225804603) 2026-02-05T22:18Z [----] followers, [---] engagements "$TEAM- ATLASSIAN DOWN BY 8.70%" [X Link](https://x.com/obienu59136/status/2019536547813449749) 2026-02-05T22:20Z [----] followers, [---] engagements "🚨 $MSTR CEO on worst-case Bitcoin downside risk Michael Saylor lays it out bluntly 👇 🔻 Extreme scenario: If Bitcoin drops 90% to $8000 Thats where BTC reserves = net debt 🔻 At that point: Cant repay convertibles using BTC alone Would consider: Restructuring Issuing equity Issuing additional debt 🕰 Key context: This risk is spread over the next [--] years Pretty hard to imagine scenario per Saylor 🧠 Bottom line: Im not really worried at this point in time even with Bitcoin drops. 🔥 Takeaway: MSTR is openly stress-testing a brutal BTC crash and still believes its capital structure is" [X Link](https://x.com/obienu59136/status/2019544693013426401) 2026-02-05T22:52Z [----] followers, [---] engagements "🚨 Metals Update Asia Open 🥈 Silver: $69.56/oz 2.3% (early Asia) 🥇 Gold: $4759/oz 4.2% Whats happening: Silver continues to unwind aggressively after extreme volatility Gold selling pressure accelerating after a strong multi-month run Risk-off + liquidity stress hitting commodities hard ⚠ Momentum clearly to the downside near-term metals are no longer acting like safe havens right now. https://twitter.com/i/web/status/2019553354670915599 https://twitter.com/i/web/status/2019553354670915599" [X Link](https://x.com/obienu59136/status/2019553354670915599) 2026-02-05T23:26Z [----] followers, [--] engagements "⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high" [X Link](https://x.com/obienu59136/status/2019686386232668656) 2026-02-06T08:15Z [----] followers, [---] engagements "🟡 Metals Market Update 🥇 Gold $4872 1.97% 🥈 Silver $73.88 4.31% 🟠 Copper $5.76 1.00% ⚙ Steel (CNY) [----] 0.32% 🔋 Lithium (CNY) [------] 5.88% ⛏ Iron Ore (CNY) [-----] 0.65% ⚪ Platinum $1989 3.95% 🏗 HRC Steel $973 0.30% What stands out 👀 Gold & silver bouncing after a brutal selloff Silver still extremely volatile after last weeks collapse Copper and industrial metals remain under pressure Lithium continues to cool despite strong YTD gains 📉 Volatility stays high sharp rebounds but trend still fragile. https://twitter.com/i/web/status/2019689468362416224" [X Link](https://x.com/obienu59136/status/2019689468362416224) 2026-02-06T08:27Z [----] followers, [--] engagements "📈 Novo Nordisk rebounds Novo Nordisk shares bounced after reports that the U.S. Food and Drug Administration is cracking down on illegal copies of weight-loss drugs. Why it matters: 🛑 Targets unapproved compounded versions 💊 Supports Novos branded GLP-1 franchise (Ozempic/Wegovy) 📉 Eases fears around copycat pressure after recent selloff Takeaway: Regulatory enforcement is a near-term tailwind but the market is still watching pricing supply and competition closely. https://twitter.com/i/web/status/2019703271925977245 https://twitter.com/i/web/status/2019703271925977245" [X Link](https://x.com/obienu59136/status/2019703271925977245) 2026-02-06T09:22Z [----] followers, [--] engagements "🏠 UK house prices cross [------] milestoneUnited Kingdom house prices have broken above [------] for the first time marking a historic threshold.Whats driving it: 📉 Easing mortgage rates improving affordability 🏡 Tight housing supply 📈 Wage growth supporting demandWhy it matters: The milestone underscores resilience in the housing marketbut also deepens affordability pressures especially for first-time buyers as prices outpace incomes in many regions. https://twitter.com/i/web/status/2019703618765550031 https://twitter.com/i/web/status/2019703618765550031" [X Link](https://x.com/obienu59136/status/2019703618765550031) 2026-02-06T09:24Z [----] followers, [--] engagements "🚨 Oppenheimer Upgrades $ROKU to OUTPERFORM 🚨 🔹 Rating: Outperform (from Perform) 🔹 Price Target: $105 🔹 Analyst: Jason Helfstein Whats driving the upgrade 👇 📈 Multiple near-term catalysts AMZN DSP partnership now live Winter Olympics ad interest picking up Peacock SVOD launching on Roku Midterm political ads tailwind ahead 📊 Growth outlook improving Platform revenue (ex-political/606/Frndly): 2026E: +15% YoY 2027E: +16% YoY Thats 2% above Street with a bull case of 17% / 16% 📺 Market share gains look conservative Street assumes just +2 bps share in [----] and zero in [----] Oppenheimer" [X Link](https://x.com/obienu59136/status/2019709918266184169) 2026-02-06T09:49Z [----] followers, [--] engagements "🚨 JPMorgan Upgrades $DOCS to NEUTRAL (from Underweight) 🚨 🔹 Rating: Neutral (from Underweight) 🔹 Price Target: $40 (cut from $62) 🔹 Analyst: Alexei Gogolev What changed 👇 📉 Near-term visibility still weak 3QF26 beat guidance but results were overshadowed by policy-driven budget uncertainty Clients are deploying less budget upfront pushing spend into later periods Several deals slipped into fiscal 4Q slowing early calendar-2026 momentum 📊 Market growth slowing DOCS expects calendar [----] market growth 5% below recent years Management still targets exiting [----] as a double-digit grower" [X Link](https://x.com/obienu59136/status/2019710950475981175) 2026-02-06T09:53Z [----] followers, [---] engagements "🟡 $CNC Centene FY25 Results & [----] Outlook Quick Take 📊 FY25 Snapshot Revenue: $174.6B (+20% YoY) Adj. EPS: $2.08 Operating cash flow: $5.1B SG&A ratio: 7.4% (improved) ⚠ GAAP headline is ugly (but misleading) GAAP EPS: ($13.53) Driven by $6.7B goodwill impairment + $513M Magellan write-down Largely non-cash not operational 🔮 [----] Guidance Adj. EPS: $3.00 🟢 GAAP EPS: $1.98 Premium & service revenue: $170$174B Health Benefits Ratio (HBR): 90.9%91.7% (still elevated but stabilizing) 🧠 What matters Core earnings power intact despite GAAP noise Margin recovery expected in [----] Medicaid" [X Link](https://x.com/obienu59136/status/2019730398167638046) 2026-02-06T11:10Z [----] followers, [---] engagements "Proto Labs (NYSE: PRLB) 👇 📊 Q4 & Full-Year [----] Earnings Snapshot 🏆 Headline Record full-year revenue: $533.1M up 6.4% YoY Strong Q4 finish: Revenue $136.5M up 12.1% YoY Momentum accelerated meaningfully into year-end. 🔼 What Went Right Revenue & Growth CNC Machining = growth engine Q4 CNC revenue +25.0% YoY Full-year CNC revenue +17.6% YoY Revenue per customer contact Q4: +23.2% YoY Full year: +13.3% YoY Indicates higher-value orders not just volume. Profitability Turnaround Q4 net income: $6.0M ($0.25 EPS) vs. a loss last year clean return to profitability. Full-year net income: $21.2M" [X Link](https://x.com/obienu59136/status/2019737205950836815) 2026-02-06T11:37Z [----] followers, [--] engagements "Bessent wouldnt rule out suing the next Fed chair if policy clashes with the White House. Says its up to the president. Markets & lawmakers see a red flag for Fed independence" [X Link](https://x.com/obienu59136/status/2019738753057566828) 2026-02-06T11:43Z [----] followers, [--] engagements "Axess Holdings (Nasdaq: MKTX) Q4 and full-year [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Full-Year 2025: Big Picture Record year but growth is selective Revenue: $846.3M up 4% YoY +10% growth outside U.S. credit key diversification win. Net income: $246.9M Diluted EPS: $6.64 (or $7.39 excl. notable items) The headline: MKTX keeps compounding but growth is being driven more by mix shift and new protocols than by broad-based U.S. credit expansion. 🚀 Volume & Market Share Momentum (The Real Story) Client-Initiated Channel Block trading ADV: +24% YoY to $5.0B" [X Link](https://x.com/obienu59136/status/2019739576621826088) 2026-02-06T11:46Z [----] followers, [--] engagements "GrafTech International (NYSE: EAF) Q4 and full-year [----] resultsand why Rhea-AI tags this as High Impact / Neutral Sentiment 👇 📊 Full-Year 2025: The Core Story GrafTech executed well operationally but the industry pricing cycle overwhelmed the P&L. Operational progress Sales volume +6% YoY (despite flat global demand) U.S. sales volume +48% YoY (Q4: +83%) as the company deliberately shifted geographic mix Cash COGS per metric ton 11% YoY major cost discipline win Total liquidity: $340M providing balance-sheet stability Financial reality Pricing pressure in graphite electrodes continues to" [X Link](https://x.com/obienu59136/status/2019740694047260813) 2026-02-06T11:51Z [----] followers, [--] engagements "RXO Q4 Earnings Adj. EBITDA $17M Margin 1.2% GAAP EPS $(0.27) Adj. net income $(11M) Revenue $1.50B vs est. $1.487B (beat) Adj. EPS $(0.07) vs est. $(0.04) Want a more bearish more neutral or markets-focused spin" [X Link](https://x.com/obienu59136/status/2019741540235505990) 2026-02-06T11:54Z [----] followers, [--] engagements "Under Armour - $UAA Q3 fiscal [----] resultsand why Rhea-AI flags High Impact / Negative Sentiment 👇 📊 Q3 FY26 Earnings Snapshot 🔽 Headline Numbers Revenue: $1.33B 5% YoY (6% currency-neutral) GAAP net loss: $(431)M GAAP EPS: $(1.01) Adjusted net income: $37M Adjusted EPS: $0.09 Operating loss: $(150)M Adjusted operating income: $26M Gross margin: 44.4% [---] bps YoY 🔽 What Drove the Negative Sentiment North America remains the drag NA revenue 10% YoY to $757M December quarter marked the low point of the reset per managementbut investors need proof. Margin pressure Gross margin hit by: Higher" [X Link](https://x.com/obienu59136/status/2019743146058424727) 2026-02-06T12:01Z [----] followers, [--] engagements "Philip Morris International Q4 and full-year [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Full-Year 2025: Big Picture Another strong year driven by smoke-free products Reported diluted EPS: $7.26 (vs. $4.52 in 2024) Adjusted diluted EPS: $7.54 +14.8% YoY (+14.2% currency-neutral) Net revenues: $40B including $17B from smoke-free products PMI hit its 3-year CAGR targets in just two years 🚀 Smoke-Free Business (The Growth Engine) Shipment volumes: +12.8% YoY Net revenue: +15.0% (+14.1% organic) Gross profit: +20.3% 41.5% of total net revenue and 43% of gross" [X Link](https://x.com/obienu59136/status/2019744853928632609) 2026-02-06T12:07Z [----] followers, [--] engagements "AutoNation - $AN Q4 and full-year [----] resultsand why Rhea-AI marks this Moderate Impact / Neutral Sentiment 👇 📊 Q4 & Full-Year [----] Earnings Snapshot 🔢 Headline Numbers Q4 revenue: $6.9B 4% YoY Q4 EPS: $4.70 (Adj. $5.08) FY [----] revenue: $27.6B +3% YoY FY EPS: $17.04 (Adj. $20.22 up sharply YoY) Despite softer Q4 revenue earnings held up well thanks to mix and margin discipline. 🔼 What Went Right After-Sales & Finance = Profit Engines Record Q4 after-sales gross profit Same-store after-sales growth +4% Customer Financial Services (CFS) Record quarterly and full-year profit per unit" [X Link](https://x.com/obienu59136/status/2019746357485989980) 2026-02-06T12:13Z [----] followers, [--] engagements "Virtus Investment Partners - $VRTS Q4 [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Q4 [----] Earnings Snapshot 🔢 Headline Numbers Diluted EPS: $5.17 (+11% YoY) Adjusted diluted EPS: $6.50 (13% YoY) Revenue: $208.0M 11% YoY Adjusted revenue: $188.9M 11% YoY Operating margin: 19.1% (Adj. 32.4%) AUM: $159.5B Total sales: $5.3B Net flows: $(8.1)B 🔽 What Drove the Quarter Flows Remain the Overhang Net outflows of $8.1B continue to pressure AUM. Sales activity was solid but redemptions outweighed inflows a familiar challenge for traditional active managers. Revenue" [X Link](https://x.com/obienu59136/status/2019748632199561627) 2026-02-06T12:22Z [----] followers, [--] engagements "AerCap - $AER Holdings full-year [----] resultsand why Rhea-AI flags High Impact / Neutral Sentiment 👇 ✈ Full-Year 2025: Record Performance Headline Net income: $3.8B or $21.30 EPS Adjusted net income: $2.7B or $15.37 EPS Q4 net income: $633M or $3.79 EPS Operating cash flow: $5.4B This was a record year across earnings cash generation and capital returns. 🔼 What Went Right Shareholder Value Creation $2.6B returned to shareholders in [----] Quarterly dividend raised to $0.40 Book value per share: $112.59 up 19% YoY Portfolio & Capital Allocation $3.9B of asset sales generating $819M in gains" [X Link](https://x.com/obienu59136/status/2019750629699199244) 2026-02-06T12:30Z [----] followers, [--] engagements "FDA signals crackdown on copycat drugs saying it cant verify safety or efficacy of non-approved products. Comes after Hims & Hers launched a Wegovy alternative. Premarket: $HIMS 5.7% $NOVO +6.37%" [X Link](https://x.com/obienu59136/status/2019752102608658744) 2026-02-06T12:36Z [----] followers, [---] engagements "Morgan Stanley lowers PT on Reddit $RDDT to $240 from $265 keeps Overweight Analyst: Brian Nowak 🧠 Key Takeaways from the Note Growth still firing: 4Q25 revenue +70% YoY Top end of 1Q guide implies +54% YoY Advertiser momentum strong: Active advertisers +75% YoY (2nd straight quarter) SMB advertiser spend doubled [--] of top [--] advertiser verticals grew 50% YoY in 4Q (vs. [--] in 3Q) Big long-term lever = automation & ML: Scaling Reddit Max to streamline advertiser onboarding Automation starts mid-/low-funnel expands full-funnel in [----] Significant runway to improve performance via machine" [X Link](https://x.com/obienu59136/status/2019758776312565887) 2026-02-06T13:03Z [----] followers, [--] engagements "Needham reiterates Buy on Reddit $RDDT PT $300 Analyst: Laura Martin Why Needham is bullish Top pick for [----] 100% human-created content more valuable as LLM bots proliferate Execution strength: 60% revenue growth for six straight quarters Ad revenue +75% in 4Q25 Upside optionality: LLM licensing revenues Rapid margin expansion Deep moat: human communities like Reddit are hard to replicate Bottom line: Needham sees Reddit as a structural winner in a world increasingly flooded with AI-generated content. https://twitter.com/i/web/status/2019759331185479897" [X Link](https://x.com/obienu59136/status/2019759331185479897) 2026-02-06T13:05Z [----] followers, [--] engagements "Goldman Sachs lowers PT on Amazon $AMZN to $280 from $300 Analyst: Eric Sheridan 🧠 Key Takeaways Entering a heavy investment cycle: FY26 capex $200B across AWS + e-commerce Q1 GAAP operating income guide below expectations AWS fundamentals improving: Growth re-accelerating on AI and non-AI workloads AWS margins 35% better than GS modeled offsetting rising depreciation Core demand still solid: Commerce and advertising show consistent compounded growth Optics matter: Q4 results and Q1 guide include one-time items muddying headlines In a risk-off tape investors are less patient with capex" [X Link](https://x.com/obienu59136/status/2019760088865452168) 2026-02-06T13:08Z [----] followers, [--] engagements "Morgan Stanley: **Amazons $200B [----] capex needs to show clear returns. AWS growth supports the spend but investors are watching Project Kuiper (Amazon LEO) for measurable profits. Still viewed as a top under-appreciated GenAI winner" [X Link](https://x.com/obienu59136/status/2019760621525381425) 2026-02-06T13:10Z [----] followers, [--] engagements "MAG [--] to pour $650B into AI in [----] Amazon ($AMZN): $200B Alphabet ($GOOGL): $185B Meta Platforms ($META): $135B Microsoft ($MSFT): $105B Tesla ($TSLA): $20B A scale of AI investment unmatched this century" [X Link](https://x.com/obienu59136/status/2019767627908895204) 2026-02-06T13:38Z [----] followers, [--] engagements "🐂 Bull Case: Why $650B Could Make Sense Platform lock-in: AI spend deepens moats across cloud ads commerce and devices. Revenue leverage: Amazon / Microsoft monetize via cloud + enterprise AI. Alphabet / Meta Platforms lift ad performance with AI-driven targeting. Winner-take-most dynamics: Scale matters; late movers get priced out. Strategic necessity: AI becomes core infrastructure not optional R&D. https://twitter.com/i/web/status/2019767630714867804 https://twitter.com/i/web/status/2019767630714867804" [X Link](https://x.com/obienu59136/status/2019767630714867804) 2026-02-06T13:38Z [----] followers, [--] engagements "🐻 Bear Case: What Can Go Wrong ROI lag: Capex hits now revenues show up later (if at all). Margin pressure: Depreciation + power + chips compress near-term margins. Investor patience thinning: Risk-off markets punish spend without proof. Overcapacity risk: Everyone building at once could flood compute" [X Link](https://x.com/obienu59136/status/2019767633218813961) 2026-02-06T13:38Z [----] followers, [--] engagements "⚖ Who Needs ROI the Most (Near Term) Amazon $200B capex under the microscope; AWS must accelerate. Alphabet defend search economics with GenAI. Meta Platforms prove AI boosts ads and margins. Microsoft best positioned; already monetizing. Tesla AI optionality but returns less immediate. Bottom line: This is a historic arms race. Long-term moat builders winbut the market will demand receipts not promises. https://twitter.com/i/web/status/2019767635622220041 https://twitter.com/i/web/status/2019767635622220041" [X Link](https://x.com/obienu59136/status/2019767635622220041) 2026-02-06T13:38Z [----] followers, [--] engagements "Peoples Bank of China tightens crypto rules banning domestic and China-controlled overseas entities from issuing virtual currencies without approval. Authorities reiterate crypto is not legal tender and label related business activities illegal. The crackdown targets money laundering fraud and cross-border transfers including stablecoins and tokenized assets with coordinated centrallocal enforcement and public education. https://twitter.com/i/web/status/2019771665098396085 https://twitter.com/i/web/status/2019771665098396085" [X Link](https://x.com/obienu59136/status/2019771665098396085) 2026-02-06T13:54Z [----] followers, [--] engagements "Oxford Economics sees strong U.S. growth ahead as AI investment boosts productivity: GDP 2.8% (2026) 2.3% (2027); inflation 2.4% opening door to two Fed cuts by the Federal Reserve but outlook remains equity-market sensitive" [X Link](https://x.com/obienu59136/status/2019772349227159939) 2026-02-06T13:57Z [----] followers, [--] engagements "Iris Energy $IREN Q2 FY26: punished for no new AI deal but AI scale-up intact Stock 18% post-earnings: market disappointed by no new AI hyperscaler deal not the quarter itself. Revenue miss (20%) tied to Bitcoin volatility not core AI thesis. AI cloud momentum strong: AI cloud ARR guide raised to $3.4B by Q426 (vs. $2.3B today) 140k GPUs contracted by end-2026 Bitcoin drag fading: Q425 revenue $185M (23% QoQ) as BTC mining revenue fell 28% QoQ AI cloud revenue +QoQ ($7M $17M) Adj. EBITDA $75M margins improved [---] bps to 41% MSFT deal economics solid: $3.6B GPU financing at 6% cost 95% of GPU" [X Link](https://x.com/obienu59136/status/2019781647906861385) 2026-02-06T14:34Z [----] followers, [---] engagements "Raphael Bostic: Says it will be April or May before data give clear policy signals. Fed cant lose sight of inflation which has been too high for too long and is now plateauing. Businesses see upside potential district sentiment is cautiously optimistic. Tariff effects should wash through by mid-year. https://twitter.com/i/web/status/2019782923801510161 https://twitter.com/i/web/status/2019782923801510161" [X Link](https://x.com/obienu59136/status/2019782923801510161) 2026-02-06T14:39Z [----] followers, [--] engagements "Raphael Bostic: Says its doable to return to scarce reserves over time. Fed may need to lean more on non-official data. Has no view on Warshs proposed Fed regime change. Says the Fed was not too wokeinclusion wasnt a mistake. Economy has been K-shaped for years pre-pandemic. Policy needs to stay restrictive to get inflation back to 2%. https://twitter.com/i/web/status/2019783363301605685 https://twitter.com/i/web/status/2019783363301605685" [X Link](https://x.com/obienu59136/status/2019783363301605685) 2026-02-06T14:40Z [----] followers, [--] engagements "BAYER: REMAIN CONFIDENT IN ASUNDEXIAN'S BLOCKBUSTER POTENTIAL TOO EARLY TO COMMENT ON SPECIFIC PEAK SALES NUMBERS" [X Link](https://x.com/obienu59136/status/2019786653783536025) 2026-02-06T14:53Z [----] followers, [--] engagements "$NVDA - NVIDIA CEO HUANG: AI BUILD OUT TO TAKE 7-8 YEARS" [X Link](https://x.com/obienu59136/status/2019829042531414211) 2026-02-06T17:42Z [----] followers, [--] engagements "$NVDA $META - NVDA CEO HUANG SAYS NO ONE USES AI BETTER THAN META" [X Link](https://x.com/obienu59136/status/2019829123196285202) 2026-02-06T17:42Z [----] followers, [--] engagements "$NVDA - NVIDIA'S CEO HUANG: DEMAND IS SKY HIGH" [X Link](https://x.com/obienu59136/status/2019829203617870303) 2026-02-06T17:43Z [----] followers, [--] engagements "$NVDA - NVIDIA CEO SAYS GPUS SOLD [--] YEARS AGO ARE GOING UP IN PRICE" [X Link](https://x.com/obienu59136/status/2019829265316082149) 2026-02-06T17:43Z [----] followers, [--] engagements "$NVDA - NVIDIA CEO: MAKES NO SENSE TO CONCEDE CHINA MARKET IF YOU WANT TO WIN GLOBALLY" [X Link](https://x.com/obienu59136/status/2019829459306823865) 2026-02-06T17:44Z [----] followers, [--] engagements "NVIDIA CEO SAYS NO DOUBT' CHINA IS A COMPETITOR" [X Link](https://x.com/obienu59136/status/2019829516965933283) 2026-02-06T17:44Z [----] followers, [--] engagements "NVIDIA CEO SAYS THING WORRIED ABOUT MOST IS AI BEING EFFECTIVE" [X Link](https://x.com/obienu59136/status/2019829571277975792) 2026-02-06T17:44Z [----] followers, [--] engagements "🟠 Crypto Face-Ripping Rally 🟡 Bitcoin: $71201 13.5% 🔵 Ether: $2081 14.2% 🟣 XRP: 23.7% 🟢 Cardano: 15.8% 🟠 Solana: 11.8% 🔥 Whats happening: Violent short-covering after extreme oversold conditions Leverage flush reflexive upside across majors Alts outperforming as risk appetite snaps back 🧠 Big picture: This is a classic squeeze + relief rally not confirmation of a new bull trend. Weekly and monthly damage is still severe (BTC 19% weekly ETH 27%). Crypto remains high-beta risk tightly linked to equities and liquidity. ⚠ Volatility is off the charts expect sharp two-way price action." [X Link](https://x.com/obienu59136/status/2019830385186857448) 2026-02-06T17:47Z [----] followers, [--] engagements "NVIDIA CEO SAYS CO. HAS NO PROBLEMS WITH OPENAI" [X Link](https://x.com/obienu59136/status/2019830984947257766) 2026-02-06T17:50Z [----] followers, [--] engagements "$NVDA - NVIDIA BABY" [X Link](https://x.com/obienu59136/status/2019831746020405744) 2026-02-06T17:53Z [----] followers, [--] engagements "$ZETA - ZETA IS COMPLETELY OVERSOLD It is on my list on my list of [--] most undervalued stocks" [X Link](https://x.com/obienu59136/status/2019832421877969255) 2026-02-06T17:55Z [----] followers, [---] engagements "NVIDIA CEO SAYS OPENAI NEEDS HIS COMPANY'S NEW GENERATION CHIPS" [X Link](https://x.com/obienu59136/status/2019833134506803271) 2026-02-06T17:58Z [----] followers, [--] engagements "NVIDIA CEO SAYS THERE'S NO DRAMA WITH OPENAI" [X Link](https://x.com/obienu59136/status/2019833187564945878) 2026-02-06T17:58Z [----] followers, [--] engagements "The US aims for a March peace deal in Ukraine and quick elections - Sources. Negotiators from the United States and Ukraine have discussed an ambitious March deadline for Russia and Ukraine to reach an agreement on a peace treaty but that timeline is likely to slip due to a lack of agreement on the key issue of territory according to three sources familiar with the situation. According to five sources who requested anonymity to discuss private deliberations any agreement being discussed by US and Ukrainian negotiators would be put to a referendum by Ukrainian voters who would also vote in" [X Link](https://x.com/obienu59136/status/2019880678364414067) 2026-02-06T21:07Z [----] followers, [--] engagements "🚨 JUST IN: The Dow hits [-----] for the first time ever. From [----] (1972) [-----] (1999) [-----] (2018) [-----] (2026).Fueled by AI earnings growth and U.S. corporate dominance.What a time to be alive. 📈🔥" [X Link](https://x.com/obienu59136/status/2019890664205328670) 2026-02-06T21:47Z [----] followers, [--] engagements "🟠 Crypto Rips Higher (Again) 🟡 Bitcoin: $70325 12.1% 🔵 Ether: $2052 12.6% 🟣 XRP: 20.3% 🟢 Cardano: 13.1% 🟠 Solana: 12.7% 🔥 Whats happening: Sustained short-covering after extreme oversold conditions Leverage flush momentum flips hard to the upside Alts outperforming as risk appetite broadens 🧠 Big picture: This is a powerful relief rally but damage remains. Weekly and monthly trends are still deeply negative (BTC 16% weekly 23% monthly). Crypto continues to trade like high-beta equities not a hedge. ⚠ Volatility still extreme upside is violent but fragile. Follow-through and" [X Link](https://x.com/obienu59136/status/2019892534239986149) 2026-02-06T21:54Z [----] followers, [--] engagements "White House: Trump signs an order related to secondary sanctions on Iran" [X Link](https://x.com/obienu59136/status/2019893536586412523) 2026-02-06T21:58Z [----] followers, [--] engagements "U.S. Food and Drug Administration moves to restrict copycat GLP-1 ingredients used in mass-marketed compounded weight-loss drugs calling out Hims & Hers Health $HIMS. FDA says compounded products cannot be marketed as generic or equivalent to approved GLP-1s; violators risk enforcement including seizure or injunction. https://twitter.com/i/web/status/2019893933673783484 https://twitter.com/i/web/status/2019893933673783484" [X Link](https://x.com/obienu59136/status/2019893933673783484) 2026-02-06T22:00Z [----] followers, [---] engagements "🚨 U.S. Food and Drug Administration taking action to combat copycat weight-loss drugs.FDA says compounded products cant be marketed as generic or equivalent to approved GLP-1s; enforcement actions possible.Read-through: Hims & Hers Health $HIMS Novo Nordisk $NVO Eli Lilly $LLY https://twitter.com/i/web/status/2019894374771875901 https://twitter.com/i/web/status/2019894374771875901" [X Link](https://x.com/obienu59136/status/2019894374771875901) 2026-02-06T22:02Z [----] followers, [---] engagements "H.C. Wainwright raises Strategy $MSTR PT to $540 from $500 reiterates Buy; names it top stock pick for [----] post-Q4.Firm expects Strategy to outperform Bitcoin via steady BTC-per-share gains citing strong execution aggressive January buying and a $3.9B raise to add [-----] BTC despite weak sentiment. https://twitter.com/i/web/status/2019895133953458562 https://twitter.com/i/web/status/2019895133953458562" [X Link](https://x.com/obienu59136/status/2019895133953458562) 2026-02-06T22:05Z [----] followers, [--] engagements "📉📈 Market Reaction to FDA Crackdown on Copycat GLP-1s Hims & Hers Health $HIMS 9.6% direct regulatory hit Novo Nordisk $NVO +3.6% winner Eli Lilly $LLY +0.7% winner Why this makes sense: The U.S. Food and Drug Administration moved to curb compounded copycat GLP-1s explicitly warning they cant be marketed as generic or equivalent. That raises enforcement risk (seizures injunctions) for platforms leaning on compounded supply $HIMS derates. At the same time it reinforces the moat around FDA-approved GLP-1s $NVO / $LLY rerate. HIMS: sharp air-pocket to $20.80 on headline risk; valuation now" [X Link](https://x.com/obienu59136/status/2019896996178587655) 2026-02-06T22:12Z [----] followers, [---] engagements "Northrop Grumman - $NOC secures a $198M contract to provide parts and support for the E-2D Hawkeye aircraft program reinforcing steady sustainment revenue from U.S. military aviation programs" [X Link](https://x.com/obienu59136/status/2019913362130235536) 2026-02-06T23:17Z [----] followers, [--] engagements "Barclays: Investors are looking beyond U.S. hedge funds for the first time since [----] signaling a shift in allocations toward non-U.S. and alternative strategies as market leadership and risk dynamics evolve" [X Link](https://x.com/obienu59136/status/2019939546192806382) 2026-02-07T01:01Z [----] followers, [--] engagements "SpaceX is delaying its Mars plans to prioritize a [----] Moon landing according to Wall Street Journal.The shift reflects a sharper focus on near-term lunar missions as part of NASA-linked timelines" [X Link](https://x.com/obienu59136/status/2019939776346894595) 2026-02-07T01:02Z [----] followers, [--] engagements "A Massachusetts judge ordered Kalshi to stop offering sports-event contracts in the state within [--] days ruling the products violate state gambling laws.The decision marks a setback for Kalshis expansion into sports-related prediction markets and could influence regulatory scrutiny in other states. https://twitter.com/i/web/status/2019940697235656711 https://twitter.com/i/web/status/2019940697235656711" [X Link](https://x.com/obienu59136/status/2019940697235656711) 2026-02-07T01:06Z [----] followers, [--] engagements "🧨 Trump: No Nuclear Weapons for Iran President Donald Trump reaffirmed that the United States will not allow Iran to possess nuclear weapons urging Tehran to reach a deal on its nuclear program and warning that no nuclear weapons is non-negotiable. (MarketScreener) ⚓ Trump has also signaled a military buildup in the region and said a U.S. naval armada is moving toward Iran as leverage in negotiations stressing that time is running out for Tehran to agree to terms. 🗣 Talks between U.S. and Iranian negotiators continue with Trump saying Iran is engaging seriously on the issue though specifics" [X Link](https://x.com/obienu59136/status/2019941197209375182) 2026-02-07T01:08Z [----] followers, [--] engagements "Donald Trump says he will not apologize for posting a racist video of the Obamas adding: I didnt make a mistake" [X Link](https://x.com/obienu59136/status/2019941715147153553) 2026-02-07T01:10Z [----] followers, [---] engagements "The risk: $650B in AI capex puts ROI under a microscope. Markets will want revenue + margin proof not just scale. Amazon / Microsoft: AWS & Azure growth must re-accelerate Alphabet / Meta Platforms: AI must lift ad pricing + engagement Tesla: AI payoff more long-datedBig spend buys a moatbut the market will demand receipts. https://twitter.com/i/web/status/2019943954658025550 https://twitter.com/i/web/status/2019943954658025550" [X Link](https://x.com/obienu59136/status/2019943954658025550) 2026-02-07T01:19Z [----] followers, [--] engagements "🟠 Crypto Pauses After Face-Rip Rally 🟡 Bitcoin: $70074 0.7% 🔵 Ether: $2047 0.8% 🟣 XRP: 1.6% 🟢 Cardano: 1.4% 🟠 Solana: 1.3% 🔥 Whats happening: Consolidation after a violent squeeze higher Dip-buyers stepping back as momentum cools No panic selling this is digestion not distribution 🧠 Big picture: The rally relieved extreme oversold conditions but trend damage remains (BTC 11% weekly 23% monthly). Crypto is still trading like a high-beta risk asset highly sensitive to equities and liquidity. ⚠ Volatility still elevated expect choppy two-way action. Direction from here depends on" [X Link](https://x.com/obienu59136/status/2019948273306337312) 2026-02-07T01:36Z [----] followers, [--] engagements "🟢 Rare Earths Rip Higher ⚙ Critical Metals Corp ($CRML): $11.03 3.4% 🧲 MP Materials ($MP): $61.26 8.3% USA Rare Earth ($USAR): $21.84 6.0% ⚛ Ucore Rare Metals ($UURAF): $5.74 13.6% ☢ Energy Fuels ($UUUU): $21.22 8.3% 🔥 Whats happening: Strategic metals bid on supply-chain security themes U.S./Western rare-earth exposure catching strong inflows Momentum accelerating across mining + processing names 🧠 Big picture: This move reflects a structural re-rating not just a day trade. Geopolitics defense demand and EV/AI supply chains are pushing investors toward non-China rare-earth exposure. ⚠" [X Link](https://x.com/obienu59136/status/2019949333571838356) 2026-02-07T01:40Z [----] followers, [---] engagements "🟣 Quantum Stocks Explode Higher ⚛ Arqit Quantum ($ARQQ): $18.59 15.3% 🧠 IONQ ($IONQ): $34.99 15.0% ❄ D-Wave Quantum ($QBTS): $20.72 20.4% 🧪 Quantum Computing Inc ($QUBT): $9.43 20.7% 🧬 Rigetti Computing ($RGTI): $17.71 18.3% 🔥 Whats happening: Speculative tech bid surges alongside AI enthusiasm Small-cap high-beta names leading the move Momentum + positioning driving outsized gains 🧠 Big picture: This is a risk-on momentum burst not a fundamentals re-rate. Quantum remains long-dated tech but flows are chasing the next AI-adjacent theme. ⚠ Volatility extreme these names move fast in both" [X Link](https://x.com/obienu59136/status/2019949533203923039) 2026-02-07T01:41Z [----] followers, [---] engagements "🔐 Cybersecurity & Infra Rip Higher 🛡 CrowdStrike ($CRWD): $395.50 4.9% 🔥 Fortinet ($FTNT): $82.76 4.9% ☁ Cloudflare ($NET): $173.21 6.2% 🧠 Palo Alto Networks ($PANW): $159.32 2.9% 🗄 Rubrik ($RBRK): $51.07 5.7% 💾 Seagate Technology ($STX): $429.32 5.9% 🔥 Whats happening: Cybersecurity catching a strong bid as enterprises prioritize defense spend Cloud + data protection names outperforming Infra exposure (STX) riding AI + data growth tailwinds 🧠 Big picture: This looks like a quality risk-on rotation not pure speculation. Cyber remains a must-spend category benefiting from AI-driven" [X Link](https://x.com/obienu59136/status/2019951769028001843) 2026-02-07T01:50Z [----] followers, [--] engagements "Donald Trump: Im predicting the Dow will hit [------] by the end of my term. Remember Trump was right about everything. 📈" [X Link](https://x.com/obienu59136/status/2019958853975306623) 2026-02-07T02:18Z [----] followers, [--] engagements "@Lynne22334 Nice one Lynne Rugby my top [--] sports Love Rugby Enjoy your day I will watch both the footy and rugby" [X Link](https://x.com/obienu59136/status/2020078709135536598) 2026-02-07T10:14Z [----] followers, [--] engagements "Weekend Markets 📊 Stocks stuck in neutral FX quiet metals bid oil softer. #DAX [-----] +0.02% #DOW [-----] 0.00% 💻 #NASDAQ [-----] -0.05% #FTSE [-----] +0.02% #NIKKEI [-----] -0.01% #HANGSENG [-----] 0.00% 💱 #EURUSD [------] -0.01% 💱 #USDJPY [------] +0.01% 🥇 #GOLD [----] +0.18% 🥈 #SILVER [----] +0.32% 🛢 #USOIL [-----] -0.27% Market mood: pause not panic. Consolidation into next week. https://twitter.com/i/web/status/2020084189123514456 https://twitter.com/i/web/status/2020084189123514456" [X Link](https://x.com/obienu59136/status/2020084189123514456) 2026-02-07T10:36Z [----] followers, [--] engagements "NATWEST IS CLOSING IN ON A TAKEOVER OF WEALTH MANAGEMENT GROUP EVELYN PARTNERS AFTER BEATING OUT BARCLAYS IN A HOTLY CONTESTED AUCTION" [X Link](https://x.com/obienu59136/status/2020137732471664982) 2026-02-07T14:09Z [----] followers, [--] engagements "TRUMP SOUGHT TO MAKE THE US THE CRYPTO CAPITAL OF THE WORLD. AFTER HIS RALLY ENDED TRADERS ARE SEARCHING FOR A NEW SAVIOR" [X Link](https://x.com/obienu59136/status/2020154245723328724) 2026-02-07T15:14Z [----] followers, [--] engagements "💻 Tech / Fintech / AI $PYPL $AMD $ZETA $ADUR Key Points: Undervalued despite AI & fintech tailwinds Catalysts: earnings beats AI adoption semiconductors ✅ Potential entry points for growth" [X Link](https://x.com/obienu59136/status/2020155141052084415) 2026-02-07T15:18Z [----] followers, [---] engagements "💊 Healthcare / Pharma / Biotech $HIMS $OSCR $NVO $UNH Key Points: Strong cash flows & fundamentals Moves independently of tech/consumer cycles ✅ Defensive undervalued plays" [X Link](https://x.com/obienu59136/status/2020155216323084456) 2026-02-07T15:18Z [----] followers, [---] engagements "🛍 Consumer & Retail $LULU $NKE $GRAB Key Points: Brands with pricing power & loyal followings Often counter-cyclical to the S&P [---] ✅ Resilient consumer discretionary exposure" [X Link](https://x.com/obienu59136/status/2020155308945891650) 2026-02-07T15:18Z [----] followers, [---] engagements "🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings ✅ Diversification + defensive exposure" [X Link](https://x.com/obienu59136/status/2020155378479087653) 2026-02-07T15:19Z [----] followers, [---] engagements "🚀 AI & Energy Momentum Watch: AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM" [X Link](https://x.com/obienu59136/status/2020155437719417049) 2026-02-07T15:19Z [----] followers, [--] engagements "🚀 AI & Energy Momentum Watch: AI Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET" [X Link](https://x.com/obienu59136/status/2020155503293120556) 2026-02-07T15:19Z [----] followers, [---] engagements "🚀 AI & Energy Momentum Watch: AI Data Platforms $PLTR $SNOW $MDB $NOW" [X Link](https://x.com/obienu59136/status/2020155610335998337) 2026-02-07T15:20Z [----] followers, [--] engagements "TOP ASSETS BY MARKET VALUE 🌍 Last [--] Days 🥇 Gold 🟡 Market Cap: $34.685T Price: $4989 30D: +2.03% Still the ultimate macro hedge (rates geopolitics central banks) 🥈 NVIDIA 💚 Market Cap: $4.514T Price: $185.41 30D: +7.92% AI king 👑 basically trading like an asset class now 🥉 Silver ⚪ Market Cap: $4.364T Price: $77.52 30D: +1.06% Industrial + monetary hybrid = quiet strength [--] Apple 🍎 Market Cap: $4.087T Price: $278.12 30D: +0.80% Cash-flow fortress services flywheel still humming [--] Alphabet 🔍 Market Cap: $3.908T Price: $323.10 30D: 2.48% Search + YouTube cash cow AI spend keeps" [X Link](https://x.com/obienu59136/status/2020159783215472710) 2026-02-07T15:36Z [----] followers, [--] engagements "SEMICONDUCTOR GIANTS 🌐 Last [--] Days 🥇 NVIDIA 💚 (USA) Market Cap: $4.514T Price: $185.41 30D: +7.92% The AI benchmark GPUs = picks & shovels of this cycle 🥈 TSMC 🏭 (Taiwan) Market Cap: $1.809T Price: $348.85 30D: +5.48% The worlds chip factory everything advanced runs through TSM 🥉 Broadcom 🔗 (USA) Market Cap: $1.578T Price: $332.92 30D: +7.22% AI networking + software = quiet compounder [--] Samsung Electronics 📱 (S. Korea) Market Cap: $724.87B Price: $108.42 30D: +0.44% Memory cycle leverage lagging now torque later [--] ASML 🧠 (Netherlands) Market Cap: $548.45B Price: $1413 30D: +4.66%" [X Link](https://x.com/obienu59136/status/2020160149713781166) 2026-02-07T15:38Z [----] followers, [--] engagements "WELLS FARGO'S BREAKUP WITH BILT TOOK ANOTHER CHAOTIC TURN THIS WEEK WHEN THE STARTUPS CUSTOMERS WHO OPTED TO CLOSE THEIR ACCOUNTS WITH THE BANK WERE SURPRISED TO RECEIVE CREDIT CARDS ANYWAY" [X Link](https://x.com/obienu59136/status/2020173143537516582) 2026-02-07T16:29Z [----] followers, [--] engagements "ISRAELI PRIME MINISTERS OFFICE: NETANYAHU IS EXPECTED TO MEET WITH TRUMP NEXT WEDNESDAY IN WASHINGTON TO DISCUSS NEGOTIATIONS WITH IRAN" [X Link](https://x.com/obienu59136/status/2020191523766477244) 2026-02-07T17:42Z [----] followers, [--] engagements "Israel's Netanyahu expected to meet U.S. President Trump on Wednesday in Washington - Prime Minister office Netanyahu will discuss negotiations with Iran with Trump Netanyahu believes any negotiations must include limiting ballistic missiles and halting support for Iranian axis https://twitter.com/i/web/status/2020196931390304271 https://twitter.com/i/web/status/2020196931390304271" [X Link](https://x.com/obienu59136/status/2020196931390304271) 2026-02-07T18:04Z [----] followers, [--] engagements "BREAKING: Hims & Hers Health $HIMS to reportedly halt its weight-loss pill per Bloomberg amid FDA crackdown on compounded GLP-1 drugs. Removes a key growth driver and raises questions about the weight-loss strategy going forward" [X Link](https://x.com/obienu59136/status/2020222208056967201) 2026-02-07T19:44Z [----] followers, [---] engagements "⚠ BIG EARNINGS WEEK COMING UP 👀 Feb [---] [----] A high-impact week packed with market-moving reports across tech consumer finance crypto and healthcare. Expect elevated volatility and rapid sentiment shifts. 📅 Monday $MNDY $OPEN UniCredit Q4 Recruit Holdings Q3 (AM) Apollo ($APO) Q4 (AM) Becton Dickinson ($BDX) Q1 (AM) Onsemi ($ON) Q4 (PM) Cleveland-Cliffs ($CLF) Q4 (AM) Goodyear ($GT) Q4 (PM) 📅 Tuesday $HOOD $KO $CVS $F $LYFT $SPOT AstraZeneca ($AZN) Q4 (AM) S&P Global ($SPGI) Q4 (AM) BP ($BP) Q4 (AM) Marriott ($MAR) Q4 (AM) Datadog ($DDOG) Q4 (AM) 📅 Wednesday 🔥 $SHOP $APP $U $HUBS $CSCO" [X Link](https://x.com/obienu59136/status/2020290369678606639) 2026-02-08T00:15Z [----] followers, [---] engagements "Heres a tight Twitter-native breakdown in the same style as the metals post 👇 🟠 Crypto Still Under Pressure 🟡 Bitcoin: $69038 0.34% 🟣 Ethereum: $2082 0.40% 🟡 BNB: $647.8 flat 🟢 Solana: $87.27 0.42% 🔵 Cardano: $0.27 0.27% 🟣 XRP: $1.42 0.25% 🔴 Polkadot: $1.37 0.40% 🟠 Avalanche: $9.19 0.39% 🟪 Polygon: $0.10 2.07% 🔥 Whats happening Broad grind lower continues after sharp multi-week drawdowns Majors weak but orderly no panic selling yet Alts still bleeding relative to BTC liquidity thin 🧠 Big picture This looks like consolidation after damage not a bottom. Crypto remains highly" [X Link](https://x.com/obienu59136/status/2020293934316916859) 2026-02-08T00:29Z [----] followers, [--] engagements "RECAP: Amazon ($AMZN) 🚨 ☁ Q4 TAKEAWAY CLOUD STILL RUNS THE SHOW What mattered Sales beat expectations AWS beat and cloud growth re-accelerated to 24% ex-FX 🔥 Slight EPS miss (noise vs. trend) Big picture AWS once again carried profit momentum reinforcing that Amazons valuation and earnings power remain fundamentally tied to cloud acceleration not retail optics. Read-through Cloud demand is re-accelerating not stalling Margin leverage comes from AWS scale not cost cuts EPS miss = timing + investment not demand weakness Bottom line This was a quality beat. AWS strength EPS headline. Cloud is" [X Link](https://x.com/obienu59136/status/2020295928641401247) 2026-02-08T00:37Z [----] followers, [--] engagements "RECAP: Amazon ($AMZN) 🟡 Why the stock is sliding and what the markets missing 📉 Stock: 9% premarket 💥 Trigger: [----] CapEx guidance came in well above expectations near-term margin fears 📦 Q4 Earnings Quick Tape Read 📊 Topline Net sales: $213.4B vs $211.3B est. 🟢 AWS revenue: $35.6B (the real focus) 📉 Profitability EPS: $1.95 vs $1.97 est. 🔴 (negligible miss) 🔮 Q1 Outlook Net sales: $173.5B$178.5B Operating income: $16.5B$21.5B (wide range = heavy investment) 🧠 What mattered Core retail demand held up revenue beat AWS growth + margins will drive sentiment Wide op-income range" [X Link](https://x.com/obienu59136/status/2020296031116603631) 2026-02-08T00:38Z [----] followers, [--] engagements "RECAP: Alphabet $GOOGL CEO + Q4 [----] Earnings 🚨 🧠 The statement the market shouldnt gloss over (Sundar Pichai) Gemini serving unit costs down 78% in [----] This is inference cost not training Inference is the hardest AI cost to compress Signals real efficiency not just scale spending 📊 Q4 [----] Earnings Snapshot Top-line beats Revenue: $113.83B vs $111.4B est. Revenue ex-TAC: $97.23B vs $95.17B Google Services: $95.86B vs $94.9B Advertising: $82.28B vs $80.89B Search & Other: $63.07B vs $61.37B YouTube Ads: $11.38B vs $11.78B (miss) ☁ Google Cloud $17.66B vs $16.2B est. (clear beat) Pressure" [X Link](https://x.com/obienu59136/status/2020301158678495676) 2026-02-08T00:58Z [----] followers, [--] engagements "RECAP: Block ($XYZ) Cost Cuts Back on the Table ⚠ Bloomberg reports that up to 10% of staff could be cut as Block runs year-end performance reviews and accelerates a broader efficiency overhaul. Layoffs are expected to roll through multiple teams into late February. 🧠 What it signals Management tightening the cost structure again Focus shifting toward operating leverage and margin discipline Part of a wider fintech reset after aggressive hiring cycles 📉 Market read This isnt about growth stalling its about right-sizing expenses to protect profitability in a tougher macro and competitive" [X Link](https://x.com/obienu59136/status/2020308747311104193) 2026-02-08T01:28Z [----] followers, [--] engagements "🚨 Big Earnings Week Ahead A high-impact week packed with market-moving reports across tech consumer finance crypto and healthcare. Expect elevated volatility and fast sentiment shifts. 📅 Monday $MNDY $OPEN UniCredit Q4 Recruit Holdings Q3 (AM) Apollo ($APO) Q4 (AM) Becton Dickinson ($BDX) Q1 (AM) Onsemi ($ON) Q4 (PM) Cleveland-Cliffs ($CLF) Q4 (AM) Goodyear ($GT) Q4 (PM) 📅 Tuesday $HOOD $KO $CVS $F $LYFT $SPOT AstraZeneca ($AZN) Q4 (AM) S&P Global ($SPGI) Q4 (AM) BP ($BP) Q4 (AM) Marriott ($MAR) Q4 (AM) Datadog ($DDOG) Q4 (AM) 📅 Wednesday 🔥 $SHOP $APP $U $HUBS $CSCO $MCD T-Mobile" [X Link](https://x.com/obienu59136/status/2020389936319332584) 2026-02-08T06:51Z [----] followers, [---] engagements "🚨 Middle East Tensions Iran Responds Irans Foreign Minister Abbas Araghchi said Sunday that Tehran is unfazed by the growing U.S. military buildup in the Middle East. Key points Iran says it is not intimidated by increased U.S. troop and asset deployments Reaffirmed Iran will not abandon its nuclear program calling it a sovereign right Message to Washington: Iran is open to peace but prepared for conflict if forced 🧠 Why it matters Signals confidence or calculated defiance amid rising regional pressure Keeps the nuclear issue firmly at the center of U.S.Iran tensions Raises stakes for" [X Link](https://x.com/obienu59136/status/2020426139794084330) 2026-02-08T09:15Z [----] followers, [--] engagements "Summary of the key analyst moves in the AI sector this week anchored by the notable Microsoft downgrade: 🔎 [--]. Stifel downgrades Microsoft saying its time for a break Microsoft Corporation was cut from Buy to Hold by Stifel analyst Brad Reback. The price target was slashed from $540 to $392. Reback said Wall Street expectations for FY2027 are too optimistic noting cloud capacity constraints rising AI investment and intensifying competition (e.g. Google Cloud Anthropic) as reasons for the downgrade. He commented its time for a break given those pressures. 📉 [--]. MSFT stock fell on downgrade and" [X Link](https://x.com/obienu59136/status/2020502334829195741) 2026-02-08T14:17Z [----] followers, [--] engagements "KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS" [X Link](https://x.com/obienu59136/status/2020503922432196795) 2026-02-08T14:24Z [----] followers, [--] engagements "KKR & CO.S LEADERS SEE THEIR ACQUISITION OF ARCTOS PARTNERS AS KEY TO CAPITALIZING ON TWO GROWING BUSINESS LINES AND SOLIDIFY ITSELF AS THE DOMINANT INSTITUTIONAL SPORTS INVESTOR" [X Link](https://x.com/obienu59136/status/2020517084241776761) 2026-02-08T15:16Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@obienu59136 Emmanuel -Big tech and blue chip Lover
Emmanuel -Big tech and blue chip Lover posts on X about strong, ai, flow, cash flow the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence stocks 57.27% finance 40% technology brands 27.45% cryptocurrencies 13.91% countries 6.58% exchanges 4.84% automotive brands 4.6% financial services #1679 currencies 1.86% social networks 1.37%
Social topic influence strong 14.29%, ai 13.91%, flow 7.95%, cash flow #364, crypto 4.72%, core 4.47%, meta 4.47%, health 4.35%, target 4.35%, $googl 4.1%
Top accounts mentioned or mentioned by @time2ctruth2 @lynne22334 @d40794074 @chrissyhowell16 @hunterallen4 @thegaboeth @tipranks @1trueamerican @emilysm43 @thoresonlaurie @jesse44964800 @dan_nikas
Top assets mentioned Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Amazon.com, Inc. (AMZN) Solana (SOL) Metadium (META) NVIDIA Corp. (NVDA) Cardano (ADA) Robinhood Markets, Inc. (HOOD) Spotify Technology (SPOT) Microsoft Corp. (MSFT) Cloudflare, Inc. (NET) Becton Dickinson and Co (BDX) Orochi Network (ON) Cleveland-Cliffs, Inc. (CLF) Palantir Technologies Inc. (PLTR) CVS Health Corp (CVS) Micron Technology, Inc. (MU) Advanced Micro Devices (AMD) monday.com Ltd. (MNDY) Upstart Holdings, Inc. (UPST) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) Meta Platforms, Inc. (META) Opendoor Technologies Inc Common Stock (OPEN) Coca-Cola Co (KO) Datadog Inc (DDOG) Shopify Inc (SHOP) Ethereum (ETH) ON Semiconductor, Corp. (ON) RAI Finance (SOFI) Taiwan Semiconductor (TSM) Eli Lilly and Company (LLY) Tesla, Inc. (TSLA) Broadcom, Inc. (AVGO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Applied Materials, Inc. (AMAT) Coinbase Global Inc. (COIN) Mario Coin (COIN) Iris Energy Limited (IREN) Uber Technologies, Inc. (UBER) Apple, Inc. (AAPL) PayPal Holdings Inc (PYPL) Novo-Nordisk (NVO) AppLovin Corporation (APP) Palo Alto Networks Inc (PANW) Nebius Group N.V. Class A Ordinary Shares (NBIS) Merck & Co., Inc. (MRK) QUALCOMM, Inc. (QCOM)
Top Social Posts
Top posts by engagements in the last [--] hours
"Companies Reporting Before Open 06:30: Dollar Tree $DLTR 06:55: Macy's $M 07:05: Sprinklr $CXM 06:30: THOR Industries $THO"
X Link 2025-12-03T09:39Z [----] followers, [---] engagements
"🔥 Key Stocks by Vertical [----] Edition 🛡 Insurance (Tech-Driven) $ROOT Root Insurance $OSCR Oscar Health 💳 Fintech $NU Nubank $SOFI SoFi Technologies 🛒 E-Commerce $MELI MercadoLibre $AMZN Amazon $SE Sea Limited 🔐 Cybersecurity $CRWD CrowdStrike $PANW Palo Alto Networks $RBRK - Rubrik inc https://twitter.com/i/web/status/2001693280363262439 https://twitter.com/i/web/status/2001693280363262439"
X Link 2025-12-18T16:37Z [----] followers, [---] engagements
"💥 Top Data Center Deals (by $ value) $NBIS Nebius Vineland AI campus NJ Microsoft 300MW 5y $17.4B $GLXY Galaxy Digital Helios TX 572MW 15y $10.5B $CORZ Core Scientific CoreWeave HPC [--] sites 590MW 12y $10.2B $IREN IREN AI cloud US Microsoft 200MW 5y $9.7B $WULF TeraWulf Abernathy TX Fluidstack 168MW 25y $9.5B $HUT Hut [--] River Bend LA Fluidstack 245MW 15y $7.0B $CIFR Cipher Mining Black Pearl TX AWS 207MW 15y $5.5B $CIFR Cipher Mining Barber Lake TX Fluidstack 207MW 15y $3.8B $WULF TeraWulf Lake Mariner NY Fluidstack 200MW 10y $3.7B $WULF TeraWulf Lake Mariner NY Core42 60MW 10y $1.0B $WYFI"
X Link 2025-12-22T08:41Z [----] followers, [---] engagements
"3/5 💡 $OSCR Oscar Health (Digital ACA/individual plans) 🐂 Bull: Rate hikes & cost controls path to [----] profitability Enrollment growth + AI efficiencies Hold/Strong Buy consensus PT $17 (+14% upside if margins improve) 🐻 Bear: High medical loss ratio (MLR) pressure; ACA/regulatory risks Still loss-making; sensitive to enrollment or cost misses 💡 Bottom: Turnaround bet cheap if [----] profit milestone hits https://twitter.com/i/web/status/2013602626126893457 https://twitter.com/i/web/status/2013602626126893457"
X Link 2026-01-20T13:20Z [----] followers, [---] engagements
"Berenberg Boosts ConvaTec Target from 330p to 340p"
X Link 2026-01-23T06:06Z [----] followers, [--] engagements
"🧵 Hidden Gem Stocks to Watch 👀 These names may not be on every radar but they have growth potential + catalysts behind them: 🔥 $SOFI Fintech ecosystem growth (lending banking investing) 🔥 $NVTS Healthcare services expansion potential 🔥 $IREN Renewable energy & infrastructure momentum 🔥 $SHOP E-commerce platform growth comeback 🔥 $UBER Mobility & delivery scaling globally #Stocks #HiddenGems #Investin https://twitter.com/i/web/status/2015135409303670986 https://twitter.com/i/web/status/2015135409303670986"
X Link 2026-01-24T18:51Z [----] followers, [---] engagements
"🧵 Still Bullish on Healthcare Names Jan [----] Edition 🩺💰 1/5 Overview Staying bullish on $OSCR $ROOT $UNH $HIMS makes sense if you like healthcare growth + tech-enabled insurance + DTC health plays. Mix of innovators + blue-chip compounders. Heres where they stand 👇"
X Link 2026-01-25T15:38Z [----] followers, [---] engagements
"2/5 $OSCR (Oscar Health) Trading: $15.60$15.70 (52-week high $23.80) Tech-driven health insurer in ACA/individual market Volatile but strong growth potential Analyst upgrades & price-target boosts recently ➡ A classic disruptor in healthcare insurance"
X Link 2026-01-25T15:38Z [----] followers, [--] engagements
"🚀 Anduril Davidson Tech & D-Wave $QBTS test quantum-classical missile defense. D-Waves hybrid solver was 10x faster & intercepted [----] more missiles in a 500-missile sim boosting threat mitigation 912% vs classical methods. $QBTS - D WAVE SHARES UP 4.67% PRE MARKET"
X Link 2026-01-27T12:41Z [----] followers, [--] engagements
"🚀 D-Wave Quantum $QBTS lands $20M FAU deal moves HQ to Florida scores missile-defense wins with Anduril/Davidson and rolls out new annealing featuresshowcasing tech progress commercial traction & dual-platform quantum strategy. $QBT - D WAVE SHARES UP 5.43% PRE MARKET"
X Link 2026-01-27T12:44Z [----] followers, [--] engagements
"🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings"
X Link 2026-01-28T04:17Z [----] followers, [---] engagements
"🧵 Deep Dive: Zeta Global (NYSE: ZETA) The AI Marketing Cloud Powerhouse 1/ 🚀 What is Zeta Global AI-driven marketing cloud that unifies identity intelligence & activation. Helps brands acquire grow retain customers across email social mobile web & more. #MarTech #AI"
X Link 2026-01-28T04:44Z [----] followers, [--] engagements
"2/ 💼 Business Model SaaS subscriptions (Zeta Marketing Platform) Usage-based fees for campaign activations Proprietary data services leveraging billions of consumer profiles Mix = recurring revenue + growth tied to marketing spend"
X Link 2026-01-28T04:44Z [----] followers, [--] engagements
"3/ Big Tech Earnings Today (Post-Close) MSFT AI/cloud growth & margin update META AI ad momentum revenue guidance TSLA EV & robotics pivot capex commentary IBM Visa ServiceNow Lam Research mixed tech/enterprise catalysts Tomorrow AAPL NVDA not this week"
X Link 2026-01-28T05:54Z [----] followers, [--] engagements
"🛡 Defense & Industrial $GD General Dynamics Defense contracts + stable cash flow $GEV GE Vernova Renewable energy & utilities $LHX L3Harris Defense tech & secure government contracts $MPWR Monolithic Power Power semis consistent revenue"
X Link 2026-01-28T07:21Z [----] followers, [--] engagements
"☕ $SBUX Q126 Earnings Revenue: $9.9B (+6% YoY) ✅ Adj EPS: $0.56 (-19% YoY) 🔴 U.S. comps: +4% China comps: +7% ✅ FY Guide: EPS $2.15$2.40 comps +3% [------] new stores Segment Highlights: NA revenue: $7.28B (+3%) margin 11.9% (-480bps) Intl revenue: $2.64B (+10%) margin 13.7% (+100bps) Channel Dev: $522.7M (+20%) margin 41.3% (-640bps) 💬 Back to Starbucks strategy is working; clear path to sustainable earnings growth. #Starbucks #SBUX #Earnings #Retail https://twitter.com/i/web/status/2016494938217656335 https://twitter.com/i/web/status/2016494938217656335"
X Link 2026-01-28T12:53Z [----] followers, [--] engagements
"🚀 Why Zeta Global (ZETA) Could Be the Next Big AI Marketing Stock"
X Link 2026-01-28T15:49Z [----] followers, [--] engagements
"2/ 💼 Business Model SaaS subscriptions: Zeta Marketing Platform Usage-based fees for campaign activations Proprietary data services w/ billions of consumer profiles 💡 Mix = recurring revenue + growth tied to marketing spend"
X Link 2026-01-28T15:49Z [----] followers, [--] engagements
"V.F. Corp. $VFC Q326 Earnings Highlights 🧵 1/ 💰 Revenue: $2.88B vs est. $2.75B 🟢 2/ 📊 EPS: $0.58 vs est. $0.45 🟢 3/ 🏷 Notable: Completed sale of Dickies during the quarter 4/ 📈 FY Guide: Free cash flow vs LY Adjusted operating income vs LY Operating cash flow vs LY FYE26 leverage: 3.5x 5/ 🔮 Q4 Guide: Revenue: flat to +2% vs LY Adjusted operating income: $10M$30M 6/ 🏔 Segment Performance: The North Face: +8% vs LY; +5% C$ Vans: -8% vs LY; -10% C$ Timberland: +8% vs LY; +5% C$ Americas region: +2% vs LY; ex Dickies +6% C$ Global DTC: +4% vs LY; ex Dickies +3% C$ 7/ 💹 Financials: Gross"
X Link 2026-01-28T16:11Z [----] followers, [--] engagements
"💡 $MSFT Cloud Insight 🔹 Microsoft reveals 45% of its $625B commercial cloud backlog comes from OpenAI 🤯 🔹 Highlights deepening reliance on AI partnerships for growth 🤖☁ 🔹 Reinforces Microsoft as a core AI infrastructure player 🌐 #Microsoft #OpenAI #AI #Cloud #MSFT"
X Link 2026-01-29T10:50Z [----] followers, [--] engagements
"Lazard (NYSE: LAZ) Q4 & FY [----] Earnings Q4 [----] Net Revenue: $907M Adjusted Net Revenue: $892M Full-Year [----] Net Revenue: $3.10B Adjusted: $3.03B (+5% YoY) Financial Advisory: record adjusted revenue $1.8B Asset Management AUM: $254B (+12% YoY) Adjusted Net Income: $266M ($2.44/share +9% YoY) GAAP Net Income: $237M ($2.17/share) Shareholder Returns & Management Returned $393M to shareholders (dividends + buybacks) Tracy Farr appointed as CFO Revenue per Financial Advisory MD: $8.9M; [--] new MDs hired Takeaways: Strong growth in Financial Advisory and Asset Management Healthy shareholder"
X Link 2026-01-29T11:49Z [----] followers, [--] engagements
"🚛 $OSK Q4 [----] & [----] Outlook 📊 Q4 Results: Sales: $2.69B 3.5% YoY EPS: $2.10 Adjusted EPS: $2.26 Operating Income: $212M (7.9% of sales) Adjusted: $225.9M (8.4%) Vocational & Access segments drive growth 🔮 [----] Guidance: EPS: $10.90 Adjusted EPS: $11.50 💡 Takeaway: Strong execution across portfolio ramping up NGDV & U.S. fire truck production. Solid fundamentals and margin improvements signal a bullish operational outlook. https://twitter.com/i/web/status/2016854997049188476 https://twitter.com/i/web/status/2016854997049188476"
X Link 2026-01-29T12:44Z [----] followers, [--] engagements
"📅 Thursday Earnings Watch Tech / Consumer Electronics 🍏 AAPL SMSN SAP STM NEC Casio Fuji Electric Finance / Payments 💳 V LPLA AMP CFR ABCB CACC GPI Energy / Materials 🛢 SCCO VLO CNX VEDL EMN MTX Healthcare / Pharma 💊 ROG TMO BDX SAN RMD HOLX [----] Consumer / Retail 🛍 DECK SBH Insurance / Financial Services 🏦 FHI PMT PFSI Other / Miscellaneous ⚡ KLAC OSIS https://twitter.com/i/web/status/2016868372336525816 https://twitter.com/i/web/status/2016868372336525816"
X Link 2026-01-29T13:37Z [----] followers, [---] engagements
"🟣 adidas AG Earnings & Capital Action Snapshot 👟 Record Revenues (FY 2025) Revenue: 24.81bn (13% currency-neutral) Q4 Revenue: 6.08bn (11% currency-neutral) Growth driven by double-digit expansion across all markets & channels 📈 Profitability Strengthens Gross Margin: 51.6% (0.8pp YoY) Operating Profit: 2.06bn (700m YoY) Operating Margin: 8.3% (from 5.6% in 2024) Q4 Operating Profit: 164m (more than doubled YoY) 💶 Currency Headwinds Absorbed 1bn negative FX impact margins still expanded Higher tariffs offset by pricing mix and cost discipline 🔁 Share Buyback Announced Up to 1bn buyback"
X Link 2026-01-30T08:08Z [----] followers, [--] engagements
"🟣 adidas AG FY2025 Record Revenues & Share Buyback 👟 Record Revenues (FY 2025) Total revenue: 24.81bn 10% YoY (currency-neutral +13%) Q4 revenue: 6.08bn 1011% YoY Gross margin: 51.6% 0.8pp YoY Operating profit: 2.06bn 700m YoY Operating margin: 8.3% (from 5.6% in 2024) 🔁 Share Buyback Up to 1bn buyback planned for [----] Funded by strong cash flow Repurchased shares will be cancelled boosting EPS 📈 Market Takeaway Strong revenue growth margin expansion and a major share buyback signal management confidence and shareholder-friendly capital allocation."
X Link 2026-01-30T08:18Z [----] followers, [--] engagements
"🚀 AI & Energy Momentum Watch: AI Data Platforms $PLTR $SNOW $MDB $NOW"
X Link 2026-01-30T08:46Z [----] followers, [---] engagements
"Transportation & Logistics 🚚 $FDX $UPS $ZIM 💡 No tariffs = lower costs & improved profitability"
X Link 2026-01-30T08:47Z [----] followers, [---] engagements
"🚀 NVIDIA Key Suppliers 💡 IP (Innovation) $ARM 🏭 Fab (Fabrication) $TSM $INTC 💾 Memory (Storage) $MU $SNDK $WDC 📦 Packaging (Assembly) $ASX $AMKR $CAMT ⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS 🌐 Networking (Connectivity) $COHR $GLW $FN $LITE $APH 🖥 Servers OEMs (Computing) $DELL $SMCI $JBL 🔌 Power Systems (Infrastructure) $FLEX $ETN $VRT 🔋 Power Electronics (Chips & Modules) $STM $ADI $MPWR $NVTS $ON https://twitter.com/i/web/status/2017157931041435962 https://twitter.com/i/web/status/2017157931041435962"
X Link 2026-01-30T08:48Z [----] followers, [---] engagements
"🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings ✅ Diversification + defensive exposure"
X Link 2026-01-30T08:49Z [----] followers, [---] engagements
"LyondellBasells Q4 [----] results: [--]. Adjusted EPS: Reported: $0.26 (loss per share) Estimate: $0.24 ⚠ Miss the company posted a loss vs a small expected profit [--]. Sales & Operating Revenue: Reported: $7.09B Estimate: $6.9B ✅ Beat revenue slightly higher than expected [--]. Adjusted EBITDA: Reported: $417M Estimate: $477.6M ⚠ Miss profitability below expectations Quick Takeaways: Revenue beat shows solid sales activity despite challenging margins. Loss and lower-than-expected EBITDA suggest margins and costs were pressure points likely from feedstock costs or market softness. Overall top-line"
X Link 2026-01-30T11:48Z [----] followers, [----] engagements
"🚗 Waymo Funding Alert 💰 Target Raise: $16B 🏷 Valuation: $110B 🏢 Alphabet Contribution: $13B 🤝 External Investors: Sequoia Capital DST Global Dragoneer 🔒 Status: Private discussions underway 📌 Comment: One of the largest funding rounds in autonomous vehicles strong vote of confidence for Waymo and Alphabets robotaxi ambitions. https://twitter.com/i/web/status/2017692778935775271 https://twitter.com/i/web/status/2017692778935775271"
X Link 2026-01-31T20:13Z [----] followers, [--] engagements
"⚡ Micron ($MU) Coverage Update Phillip Securities analyst Yik Ban Chong initiates Buy with $500 PT. Key points: High demand for high-bandwidth memory (HBM) products Micron poised to chip away at SK Hynixs market share as HBM4 ramps post-Q2 #Micron #Semiconductors #HBM #TechStocks https://twitter.com/i/web/status/2018240733690355780 https://twitter.com/i/web/status/2018240733690355780"
X Link 2026-02-02T08:31Z [----] followers, [--] engagements
"$MU - MICRON TECHNOLOGY SHARE PRICE DOWN 1.08% PRE MARKET"
X Link 2026-02-02T08:31Z [----] followers, [---] engagements
"Today's Key Events (All EST) 2.2.2026 09:45: US S&P Manufacturing PMI 10:00: US ISM Manufacturing PMI 12:30: Fed's Bostic 15:00: US Treasury QRA Estimates Companies Reporting Before Open 2.2.2026 06:00: Revvity $RVTY 06:30: IDEXX Laboratories $IDXX 06:40: Disney $DIS 06:45: Aptiv $APTV 07:15: Twist Bioscience $TWST 07:00: NAPCO Security Technologies $NSSC 07:00: Alliance Resource Partners $ARLP 07:30: Tyson Foods $TSN 08:00: Hess Midstream $HESM Comopanies After Hours 2.2.2026 16:00: Woodward $WWD 16:05: Palantir $PLTR 16:05: Simon Property Group $SPG 16:05: Rambus $RMBS 16:05: DaVita $DVA"
X Link 2026-02-02T08:47Z [----] followers, [--] engagements
"📊 Revvity ($RVTY) Q4 & Full-Year [----] Results Q4 [----] Revenue: $772M (+6% YoY; +4% organic) GAAP EPS: $0.87 from $0.78 Adjusted EPS: $1.70 from $1.42 GAAP Op. Margin: 14.5% Adjusted Op. Margin: 29.7% FY [----] Revenue: $2.856B from $2.755B GAAP EPS: $2.07 from $2.20 Adjusted EPS: $5.06 from $4.90 GAAP Op. Margin: 12.5% Adjusted Op. Margin: 27.1% ✅ CEO Prahlad Singh: Portfolio transformation positions us well to capitalize on improving end market conditions and deliver differentiated results. #Revvity #RVTY #Earnings #Biotech #TechStocks https://twitter.com/i/web/status/2018282520819671158"
X Link 2026-02-02T11:17Z [----] followers, [--] engagements
"$APTV - APTIV SHARES UP 0.01% PRE MARKET"
X Link 2026-02-02T11:58Z [----] followers, [--] engagements
"$FN Q2 FY [----] RESULTS Headline take: Fabrinet delivered record revenue and earnings beat guidance and issued strong Q3 outlook. 🔑 Q2 FY [----] HIGHLIGHTS 🔹 Revenue: $1.133B (record) 🔹 Y/Y growth: +35.9% 🔹 GAAP EPS: $3.11 (vs $2.38) 🔹 Non-GAAP EPS: $3.36 📈 Q3 FY [----] GUIDANCE 🔹 Revenue: $1.15$1.20B 🔹 GAAP EPS: $3.22$3.37 🔹 Diluted shares: 36.3M 🎯 BOTTOM LINE 🔹 Broad-based program strength 🔹 Record operating leverage 🔹 Momentum carrying into Q3 https://twitter.com/i/web/status/2018438936066957368 https://twitter.com/i/web/status/2018438936066957368"
X Link 2026-02-02T21:38Z [----] followers, [--] engagements
"$LEXSTEEL Q2 RESULTS Headline take: Lexsteel reported solid Q2 results while actively managing tariff-related pressure. 🔑 Q2 HIGHLIGHTS 🔹 Sales: $118.2M 🔹 Net income: $6.64M 🔹 EPS: $1.18 🔹 Gross margin: 22.7% ⚠ OUTLOOK 🔹 Tariffs creating near-term pressure 🔹 Company managing pricing costs and supply chains to offset impact https://twitter.com/i/web/status/2018443683675165043 https://twitter.com/i/web/status/2018443683675165043"
X Link 2026-02-02T21:57Z [----] followers, [--] engagements
"💥 BIG EARNINGS WEEK FEB [--] [----] 📅 TUESDAY 🔹 $AMD ⚡ Q4 (PM) reports today 🔹 $MRK 💊 Q4 (AM) 🔹 $PEP 🥤 Q4 (AM) 🔹 $PFE 💊 Q4 (AM) 🔹 $NTDOY 🎮 Q3 🔹 $PYPL 💳 Q4 (AM) 🔹 $CMG 🌯 Q4 (PM) 🔹 $EA 🎮 Q3 (PM) 🧠 FOCUS TODAY 🔹 Advanced Micro Devices ($AMD) in the spotlight 🔹 AI data center and GPU commentary will be key market drivers Bottom line: Heavy-hitter earnings with AI consumer and healthcare all in play expect volatility and big moves. https://twitter.com/i/web/status/2018601257657565284 https://twitter.com/i/web/status/2018601257657565284"
X Link 2026-02-03T08:23Z [----] followers, [---] engagements
"BRITISH PRECIOUS METALS MINERS JUMP IN EARLY TRADE UK-listed precious metals miners are higher in early trading: 🔹 Antofagasta +4.8% 🔹 Fresnillo +4.6% 🔹 Hochschild Mining +3.7% Bottom line: Strength in gold and silver prices is lifting UK mining stocks in early trade"
X Link 2026-02-03T08:31Z [----] followers, [---] engagements
"Today's Key Events 3.2.2026 08:00: Feds Barkin 09:40: Feds Bowman 13:00: US 30-Year TIPS Auction Companies Reporting Before Open - 3.2.2026 06:00: PayPal $PYPL 06:00: PepsiCo $PEP 06:00: Gartner $IT 06:00: ADM 06:00: $BALL 06:00: EPD 06:00: Willis Towers Watson $WTW 06:05: Atkore $ATKR 06:30: Merck & Co $MRK 06:30: Eaton $ETN 06:30: MPLX 06:30: MPC 06:30: GPK 06:45: Pfizer $PFE 06:45: Capri Holdings $CPRI 06:50: PJT Partners 06:50: Pentair $PNR 06:55: AMETEK $AME 06:55: Rithm Capital $RITM 07:00: fuboTV $FUBO 07:30: Hubbell $HUBB 07:40: $ATI 07:45: Galaxy Digital $GLXY Companies Reporting"
X Link 2026-02-03T09:33Z [----] followers, [---] engagements
"🚨🔼 JPMorgan upgrades SoFi entry point achieved SoFi Technologies ($SOFI) was upgraded to Overweight from Neutral at JPMorgan by analyst Reginald Smith with the price target left unchanged at $31. 🧠 JPMs rationale Post-earnings selloff = opportunity Shares are down 10% since the Q4 call despite record results. FY26 guidance impressed EBITDA outlook beat expectations reinforcing operating leverage. Business momentum called undeniable Record member growth Record deposit inflows Improving funding mix + scale benefits JPMorgan says this is the entry point they were waiting for. 📌 Market read"
X Link 2026-02-03T13:15Z [----] followers, [--] engagements
"Mercury Systems Q2 FY26 EARNINGS HIGHLIGHTS 🔹 Revenue: $233M 🔹 Bookings: $288M (+18.6% YoY) 🔹 Book-to-bill: [----] 🟢 🔹 Adj. EBITDA: $30M (+36% YoY) 🔹 Adj. EBITDA margin: 12.9% 🔹 Adj. EPS: $0.16 (vs. $0.07 YoY) 🔹 Operating cash flow: $52M 🔹 Free cash flow: $46M Backlog 🔹 Total backlog: $1.5B 🔹 Next [--] months: $807M Bottom line: Bookings strength + margin expansion + solid cash flow. Defense demand remains healthy execution improving sentiment steady https://twitter.com/i/web/status/2018798451493163249 https://twitter.com/i/web/status/2018798451493163249"
X Link 2026-02-03T21:27Z [----] followers, [--] engagements
"Mondelez International Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.50B (Est. $10.31B) 🟢 🔹 Adj. EPS: $0.72 (Est. $0.70) 🟢 FY26 GUIDANCE 🔹 Adj. EPS growth (CC): 0% to +5% 🔹 Organic net revenue growth: 0% to +2% (Est. +2.77%) 🔴 🔹 Free cash flow: $3.0B Bottom line: Beat the quarter but FY26 growth outlook is conservative cash flow solid top-line momentum muted. https://twitter.com/i/web/status/2018798930163605665 https://twitter.com/i/web/status/2018798930163605665"
X Link 2026-02-03T21:29Z [----] followers, [--] engagements
"Electronic Arts Q3 FY26 EARNINGS HIGHLIGHTS 🔹 Net bookings: $3.046B (+38% YoY) 🟢 🔹 Revenue: $1.901B 🔹 Operating cash flow: $1.826B 🔹 TTM operating cash flow: $2.522B Franchise Performance 🔹 Battlefield 6: Best-selling shooter of 2025; record engagement 🟢 🔹 EA SPORTS FC: Net bookings +high single digits YoY (ex-timing) 🔹 Apex Legends: Net bookings +double digits YoY Bottom line: Blockbuster Battlefield launch + strong live-service franchises drove record bookings and massive cash flow. Execution strong sentiment steady https://twitter.com/i/web/status/2018799320162836849"
X Link 2026-02-03T21:30Z [----] followers, [--] engagements
"$VRNS Q4'25 EARNINGS HIGHLIGHTS 🔹 Revenue: $173.4M (Est. $168.5M) 🟢 🔹 EPS: $0.08 (Est. $0.03) 🟢 Q1 Guide 🔹 EPS: -$0.06 to -$0.05 (Est. $0.05) 🔴 🔹 Revenue: $164M$166M (Est. $164M) 🟢 FY26 Guide: 🔹 EPS: $0.06$0.10 (Est. $0.34) 🔴 🔹 Revenue: $722M$730M (Est. $718M) 🟢"
X Link 2026-02-03T21:34Z [----] followers, [---] engagements
"BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high volatility"
X Link 2026-02-04T07:21Z [----] followers, [--] engagements
"📅 Wednesday 🔥 Earnings Watch Alphabet ($GOOG) 🤖 Q4 PM Eli Lilly ($LLY) 💊 Q4 AM AbbVie ($ABBV) 💊 Q4 AM **Qualcomm 📱 Q1 PM Uber ($UBER) 🚗 Q4 AM Vertex Pharmaceuticals ($VRTX) 💊 Q4 PM Snap ($SNAP) 📱 Q4 PM 🔥 Market focus today: GOOG = AI monetization ads cloud margins (the main event ) LLY / ABBV / VRTX = healthcare heavyweight read-through QCOM = handset demand + AI chips narrative UBER = profitability + guidance credibility SNAP = volatility grenade after the bell 💣 https://twitter.com/i/web/status/2018952305412915566 https://twitter.com/i/web/status/2018952305412915566"
X Link 2026-02-04T07:38Z [----] followers, [--] engagements
"⚡ Enphase Energy ($ENPH) Q425 Earnings Highlights - RECAP 🔹 Revenue: $343.3M vs $340.5M est. 🟢 🔹 Non-GAAP EPS: $0.71 vs $0.68 est. 🟢 🔹 Non-GAAP Gross Margin: 46.1% (very strong) 🔹 IQ Battery Shipments: [-----] MWh 🔹 Microinverter Shipments: 1.55M units 🔥 What stands out: Margins remain elite despite tough solar demand backdrop Storage attach rates improving batteries doing heavy lifting Operational execution clearly stabilizing after prior downturn If you want I can add: 📈 Why the market might still fade this (and why that could be wrong) ⚖ ENPH vs SEDG setup 🎯 Post-earnings trade"
X Link 2026-02-04T09:05Z [----] followers, [--] engagements
"YUM BRANDS Q4 ADJ EPS $1.73 VS ESTIMATE $1.77 Q4 REV $2.51 BLN VS ESTIMATE $2.45 BLN Q4 WORLDWIDE SAME-STORE SALES UP 3% VS IBES ESTIMATE 2.74% Q4 KFC DIVISION SAME-STORE SALES UP 3% Q4 TACO BELL DIVISION SAME-STORE SALES UP 7%"
X Link 2026-02-04T12:05Z [----] followers, [--] engagements
"$QCOM Qualcomm Q1 [----] Earnings Adjusted EPS $3.50 est. $3.41 Revenue $12.25B est. $12.21B Near-term handsets outlook impacted by industry-wide memory supply constraints Remains on track to achieve fiscal [----] revenue goals Sees Q2 revenue $10.2B to $11.0B est. $11.12B Sees Q2 adjusted EPS $2.45 to $2.65 est. $2.89 https://twitter.com/i/web/status/2019154523613458663 https://twitter.com/i/web/status/2019154523613458663"
X Link 2026-02-04T21:02Z [----] followers, [---] engagements
"$GOOGL Alphabet Q4 [----] Earnings Snapshot Alphabet delivered a mixed but mostly strong quarter with revenue beats offset by margin and capex surprises. Top-line beats Revenue: $113.83B vs $111.4B est. Revenue ex-TAC: $97.23B vs $95.17B Google Services: $95.86B vs $94.9B Advertising: $82.28B vs $80.89B Search & Other: $63.07B vs $61.37B YouTube Ads: $11.38B vs $11.78B (miss) Google Cloud: $17.66B vs $16.2B (clear beat) Pressure points Operating income: $35.93B vs $36.95B est. (slight miss) Capex: $91.45B vs $28.17B est. (massive overshoot) Market read Core ads and Search remain very strong"
X Link 2026-02-04T21:06Z [----] followers, [---] engagements
"e.l.f. Beauty $ELF Q3 FY2026 Earnings Summary (Raises Outlook) e.l.f. Beauty delivered another blowout quarter extending its streak of category-leading growth and prompting a raised FY2026 outlook. Q3 FY2026 Highlights (Three Months Ended Dec [--] 2025) Net sales: $489.5M (+38% YoY) Growth across U.S. and international both retail and e-commerce Market share: +130 bps for e.l.f. Cosmetics brand Gross margin: 71% (down [--] bps YoY) Tariff pressure partially offset by pricing and mix GAAP net income: $39.4M Adjusted net income: $74.5M GAAP EPS: $0.65 Adjusted EPS: $1.24 Adjusted EBITDA: $123.0M"
X Link 2026-02-04T21:22Z [----] followers, [--] engagements
"$COHR Q2 FY2026 Earnings Summary Coherent delivered a clean beat-and-raise quarter driven by datacenter/communications strength and improving industrial demand. Q2 FY2026 Highlights Revenue: $1.69B vs $1.64B est. 🟢 (+17% YoY) Adj. EPS: $1.29 vs $1.21 est. 🟢 (+35% YoY) Adj. Gross Margin: 39.0% (+77 bps YoY) Adj. Operating Income: $336M (+26.8% YoY) Adj. Operating Margin: 19.9% (+147 bps YoY) Adj. Net Earnings: $248M (+34.3% YoY) Pro forma revenue growth: +22% YoY excluding the sold Aerospace & Defense business. Q3 FY2026 Guidance Revenue: $1.70B$1.84B (vs $1.71B est.) 🟡 Adj. EPS: $1.28$1.48"
X Link 2026-02-04T21:25Z [----] followers, [---] engagements
"AMSC $AMSC Q3 FY2025 Earnings Summary American Superconductor reported a solid operating quarter with strong revenue growth healthy margins and expanding backlog though GAAP results were skewed by a one-time tax benefit. Q3 FY2025 Highlights (Ended Dec [--] 2025) Revenue: $74.5M (+21% YoY) Gross margin: 30% Cash & restricted cash: $147.1M 12-month backlog: $250M One-Time Item $113.1M discrete tax benefit from release of a valuation allowance Inflated GAAP net income and is non-recurring Strategic Updates Acquisition closed: Comtrafo (Dec [--] 2025) Partial-quarter contribution in Q3 Strengthens"
X Link 2026-02-04T22:02Z [----] followers, [---] engagements
"$BOOT Boot Barn Q3 Earnings Summary Boot Barn posted a modest beat on both earnings and revenue while issuing largely in-line FY2026 guidance. Q3 Highlights EPS: $2.79 vs $2.71 est. 🟢 Revenue: $705.6M vs $704.4M est. 🟢 FY2026 Guidance EPS: $7.25$7.35 (vs $7.31 est.) 🟡 Revenue: $2.24B$2.25B (vs $2.24B est.) 🟡 Takeaway Boot Barn continues to execute steadily despite a choppy consumer backdrop. The quarter showed solid demand and margin discipline while the outlook suggests management confidence without overpromising. With guidance essentially in line the stock reaction likely hinges on"
X Link 2026-02-04T22:03Z [----] followers, [--] engagements
"$KMPR Kemper Q4 Earnings Summary Kemper delivered a big earnings beat despite a top-line miss highlighting strong underwriting and cost control. Q4 Highlights EPS: $1.78 vs $0.90 est. 🟢 Revenue: $1.13B vs $1.19B est. 🔴 Takeaway The quarter underscores Kempers operational leverage: profitability improved materially even with softer revenue. Investors will focus on loss ratios pricing discipline and reserve development to assess whether this earnings strength is sustainable going forward. https://twitter.com/i/web/status/2019170537545912492 https://twitter.com/i/web/status/2019170537545912492"
X Link 2026-02-04T22:05Z [----] followers, [--] engagements
"$WOLF Wolfspeed Q2 Earnings Summary Wolfspeed reported a severely disappointing quarter with large misses across earnings revenue and forward guidance. Q2 Highlights EPS: $6.11 vs $0.63 est. 🔴 Revenue: $168.5M vs $199.4M est. 🔴 Q3 Guidance Revenue: $140M$160M vs $162.8M est. 🔴 Takeaway This was a breakdown quarter not just a soft patch. The magnitude of the EPS miss points to serious operational and cost issues while the revenue shortfall and weak Q3 outlook suggest demand visibility is deteriorating particularly in EV and industrial end markets. Until Wolfspeed shows: stabilized"
X Link 2026-02-04T22:09Z [----] followers, [---] engagements
"$DGII Digi International Q1 Earnings Summary Digi International reported a solid Q1 beating expectations on both earnings and revenue. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway The beat reflects steady demand for IoT connectivity and networking solutions with operating discipline allowing incremental revenue upside to flow through to earnings. Digis results support the view of the company as a consistent execution-driven compounder rather than a high-volatility growth story. https://twitter.com/i/web/status/2019171577997455823"
X Link 2026-02-04T22:09Z [----] followers, [--] engagements
"$DGII Digi International Q1 Earnings Summary Digi International delivered a clean beat on both the top and bottom line reflecting steady execution. Q1 Highlights EPS: $0.56 vs $0.55 est. 🟢 Revenue: $122M vs $115.9M est. 🟢 Takeaway Results point to resilient demand across Digis IoT and connectivity portfolio with operating discipline allowing modest revenue upside to translate into earnings. This keeps Digi in the camp of reliable mid-growth tech names with improving profitability. https://twitter.com/i/web/status/2019171750236549389 https://twitter.com/i/web/status/2019171750236549389"
X Link 2026-02-04T22:10Z [----] followers, [--] engagements
"$SYM Symbotic Q1 Earnings Summary Symbotic posted a mixed quarter with a revenue beat and strong forward guidance but a notable EPS miss. Q1 Highlights EPS: $0.02 vs $0.08 est. 🔴 Revenue: $630M vs $622.6M est. 🟢 Q2 Guidance Revenue: $650M$670M vs $638M est. 🟢 Takeaway The EPS miss suggests near-term margin pressure or investment spending but the revenue beat and upbeat Q2 outlook reinforce strong demand for Symbotics automation platforms. Investors will likely weigh growth visibility vs. profitability timing with the backlog and customer concentration remaining key factors."
X Link 2026-02-04T22:11Z [----] followers, [---] engagements
"$CIEN Ciena to Join the S&P [---] Ciena is set to be added to the S&P [---] a meaningful milestone for the company and its shareholders. Why this matters Forced buying: Passive index funds and ETFs tracking the S&P [---] will need to purchase CIEN shares often supporting near-term demand. Validation of scale & durability: Inclusion signals Ciena has reached the size liquidity and financial profile required of large-cap leaders. Higher visibility: Broader institutional ownership and analyst attention tend to follow. Bigger picture Cienas inclusion comes as optical networking demand accelerates"
X Link 2026-02-04T23:02Z [----] followers, [--] engagements
"⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high"
X Link 2026-02-05T00:49Z [----] followers, [---] engagements
"BT Group Q3 FY2026 Earnings Snapshot BT Group delivered a mostly in-line quarter and reiterated confidence in a long-term cash flow inflection as its fiber build matures. Q3 FY2026 Highlights Openreach adj. revenue: 1.54B (in line with estimates) Group adj. revenue: 4.98B vs 5.07B est. 🔴 Adj. EBITDA: 2.1B vs 2.09B est. 🟢 Strategic / Financial Outlook Cash flow inflection expected: Management reiterated plans for 3.0B in annual cash flow by the end of the decade Openreach remains the core value driver supported by: expanding fiber footprint rising wholesale penetration improving operating"
X Link 2026-02-05T07:37Z [----] followers, [--] engagements
"⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high"
X Link 2026-02-05T07:53Z [----] followers, [--] engagements
"🟡 Asia Market Snapshot Japan (Nikkei 225) [-----] 0.35% Still strong structurally: +7.5% YTD +38.6% YoY China Shanghai Composite [----] 0.62% CSI [---] [----] 0.59% Shanghai [--] [----] 0.33% CH50 [-----] 0.08% ➡ Broad near-term softness but positive YoY gains remain intact India (Sensex) [-----] 0.60% Flat-to-down trend near term; still +6.8% YoY Bangladesh (DSE Broad) [----] 0.23% Strong momentum: +8.5% YTD Indonesia (JCI) [----] 0.08% Monthly pressure (8.9%) despite +18% YoY Saudi Arabia (TASI) [-----] 1.04% Pullback after strong gains; YoY still negative Taiwan (TSI) [-----] 1.42% Volatile but powerful trend:"
X Link 2026-02-05T08:02Z [----] followers, [--] engagements
"🟡 Europe Markets Snapshot UK (FTSE 100) [-----] 0.85% 📈 +4.7% YTD +20.6% YoY Germany (DAX) [-----] 0.24% 📈 +0.8% YTD +12.7% YoY France (CAC 40) [----] 0.38% 📈 +1.4% YTD Italy (FTSE MIB) [-----] 0.01% 📈 +3.8% YTD +25.7% YoY Spain (IBEX 35) [-----] 0.93% 🔥 +43.5% YoY (still a leader) Netherlands (AEX) [---] 0.23% 📈 +4.3% YTD Switzerland (SMI) [-----] 0.17% 🛡 Defensive grind higher Turkey (BIST 100) [-----] 0.20% 🚀 +23.3% YTD +42.9% YoY Russia (MOEX) [----] 0.82% 📉 0.5% YTD 6.0% YoY 🔥 What stands out UK Italy & Spain leading Europe Turkey remains a momentum monster Core Europe steady not explosive"
X Link 2026-02-05T08:06Z [----] followers, [--] engagements
"Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN"
X Link 2026-02-05T08:12Z [----] followers, [---] engagements
"Robotics / Power $IREN $TSLA $OKLO $GEV"
X Link 2026-02-05T08:12Z [----] followers, [---] engagements
"Cybersecurity $PANW $CRWD $ZS"
X Link 2026-02-05T08:12Z [----] followers, [---] engagements
"💊 Healthcare / Pharma / Biotech $HIMS $OSCR $NVO $UNH Key Points: Strong cash flows & fundamentals Moves independently of tech/consumer cycles ✅ Defensive undervalued plays"
X Link 2026-02-05T08:13Z [----] followers, [---] engagements
"⚙ Equipment (Tools & Machines) $KLAC $LRCX $ASML $KEYS"
X Link 2026-02-05T08:14Z [----] followers, [--] engagements
"🚨 Stifel Downgrades Microsoft $MSFT Stifel downgraded Microsoft to Hold from Buy slashing its price target to $392 from $540. Why Stifel turned cautious Azure supply constraints: Well-documented capacity issues limit the chance of near-term Azure acceleration. Competitive pressure: Strong momentum from Googles GCP + Gemini and growing traction at Anthropic raise the bar for cloud/AI share gains. Timing headwinds: FY26 benefited from multiple product cycles; FY27 likely sees less in-period revenue recognition. The numbers Stifels FY27 EPS: $18.70 Thats meaningfully below consensus per the"
X Link 2026-02-05T08:17Z [----] followers, [--] engagements
"🚨🔼 Seaport Research Upgrades FuboTV ($FUBO) Seaport Research upgraded FuboTV to Buy from Neutral setting a $3 price target. Whats behind the call This was the first quarter post-merger of Disneys Hulu Live with FuboTV. Shares sold off sharply after the print but Seaport sees the pullback as an attractive entry amid uncertainty. The firm believes the market reaction overstates near-term risks relative to@TipRanks https://twitter.com/i/web/status/2019325198546202817 https://twitter.com/i/web/status/2019325198546202817"
X Link 2026-02-05T08:20Z [----] followers, [--] engagements
"🤖 AI IS REBUILDING THE INTERNET 🧠 MEMORY the new foundation $MU $SNDK Inference never pauses. Memory is becoming core infrastructure. 📡 DATA always on $PL Persistent AI requires continuous real-world data streams. ⚙ COMPUTE & INFERENCE demand engines $AMZN $TSLA Inference is everywhere: cloud edge cars robots. 🔌 CONNECTIVITY the bottleneck $AVGO $MRVL If data cant move fast AI stalls. 🛰 SPACE the transport layer $RKLB $ASTS Orbital logistics and global cellular extend AI reach. ⚡ POWER the silent constraint $VRT $ETN AI only scales if power cooling and electrical infrastructure scale. 🧠"
X Link 2026-02-05T09:29Z [----] followers, [---] engagements
"Companies Reporting After Hours - 5.2.2026 16:00: Amazon $AMZN 16:00: Doximity $DOCS 16:00: Arrow Electronics $ARW 16:00: Monolithic Power Systems $MPWR 16:00: BILL $BILL 16:00: Open Text $OTEX 16:00: VeriSign $VRSN 16:05: Amtech Systems $ASYS 16:05: Fortinet $FTNT 16:05: Reddit $RDDT 16:05: Synaptics $SYNA 16:05: ViaSat $VSAT 16:15: Impinj $PI 16:30: Coty $COTY 16:20: Affirm $AFRM After Close: Roblox $RBLX After Close: Warner Music Group $WMG 20:30: Envista Holdings $NVST https://twitter.com/i/web/status/2019349810055102675 https://twitter.com/i/web/status/2019349810055102675"
X Link 2026-02-05T09:58Z [----] followers, [---] engagements
"Linde plc $LIN released its full-year and Q4 [----] earnings today (February [--] 2026) showing solid performance with growth in key metrics despite some headline GAAP declines. Full-Year [----] Highlights - Sales: $34.0 billion +3% YoY (underlying +2%) - Adjusted operating profit: $10.1 billion +4% YoY - Adjusted operating margin: 29.8% (+30 bps YoY) - Adjusted EPS: $16.46 +6% YoY - Operating cash flow: $10.4 billion +10% YoY - Project backlog: $10.0 billion - Shareholder returns: $7.4 billion via dividends & buybacks - CEO Sanjiv Lamba highlighted resilient results with operating profit cash flow"
X Link 2026-02-05T11:16Z [----] followers, [--] engagements
"The Cigna Group $CI just dropped its Q4 and full-year [----] earnings report (February [--] 2026) delivering strong top-line growth solid adjusted profits shareholder-friendly moves like a dividend hike and buybacks but with some headwinds from the prior HCSC divestiture impacting customer counts and certain segments. Full-Year [----] Key Highlights - Total revenues: $274.9 billion +11% YoY - Adjusted income from operations: $8.0 billion ($29.84 per share) - Shareholders' net income: $6.0 billion ($22.18 per share) big jump from [----] (which had a large one-time loss) - Share repurchases: 11.9"
X Link 2026-02-05T11:21Z [----] followers, [--] engagements
"🟡 $XPO XPO Logistics Q4 [----] Snapshot 🚚 📊 Q4 Results Revenue $2.01B +4.7% YoY Net income $59M 22% YoY GAAP EPS $0.50 21% YoY Adj. EPS $0.88 (flat YoY) Adj. EBITDA $312M +3% YoY 📦 North American LTL (bright spot) Revenue $1.17B Adj. operating income +13.8% YoY Operating ratio 84.4% (+180bps improvement) 🔥 🌍 Europe Revenue $846M +10.6% YoY Adj. EBITDA $32M 💰 Cash Operating cash flow $226M Cash on hand $310M ⚠ Headwinds Corporate operating loss +47% YoY Lower real estate gains ($21M) Higher restructuring costs (+$23M) 🔥 Takeaway Core LTL execution remains strong with margin expansion but"
X Link 2026-02-05T12:01Z [----] followers, [---] engagements
"🟡 $KKR Q4 Earnings Snapshot 💼 📊 Q4 Results EPS $1.12 vs $1.11 est. 🟢 (+0.9% beat) Revenue $406M YoY 📈 Earnings consistency Beat EPS estimates in [--] straight quarters Last quarters EPS beat led to +1.7% next-day move 🗂 Recent Performance Q325: EPS $1.41 vs $1.24 Q225: EPS $1.18 vs $1.10 Q125: EPS $1.15 vs $1.15 Q424: EPS $1.32 vs $1.27 📊 Revenue track record Revenue has consistently topped estimates despite YoY volatility tied to realizations and timing 🔥 Takeaway KKR continues to execute reliably on earnings even with lumpy revenue. The market will focus on fee-related earnings"
X Link 2026-02-05T12:07Z [----] followers, [---] engagements
"BITCOIN FALLS BELOW $70000 FOR FIRST TIME SINCE NOV. [--] [----] 🟡 Crypto Market Snapshot (Pressure Building) 🟠 Bitcoin $69637 4.60% 🔷 Ethereum $2060 3.89% 🟡 BNB $680 2.43% 🔵 Cardano $0.270 5.59% 🟣 Solana $89.44 2.64% 🟢 XRP $1.36 9.77% 🔴 Polkadot $1.38 5.05% 🟠 Avalanche $9.21 5.26% 🟣 Polygon $0.11 2.39% ⚛ Cosmos $1.96 1.38% 🔥 What stands out BTC sliding toward $69K now 20% YTD / 27% YoY Altcoins bleeding harder (XRP 10% ADA/DOT/AVAX 5%+) Weekly losses 1726% across majors Monthly drawdowns 3540%+ classic deleveraging No clear bid yet volatility still elevated ⚠ Vibe check: This looks"
X Link 2026-02-05T12:23Z [----] followers, [--] engagements
"🟢 $ROK Rockwell Automation Q1 FY26 Earnings (Strong Start ⚙) 📊 Q1 FY26 Highlights Sales $2.11B +12% YoY Organic sales +10% Diluted EPS $2.69 +67% YoY Adj. EPS $2.75 +49% YoY 🟢 ARR +7% YoY 📈 Margins Pre-tax margin 16.2% (vs 11.3% LY) Segment op margin 20.7% (vs 17.1%) Segment operating earnings +36% YoY 🔮 FY26 Guidance (Reaffirmed / Updated) Reported sales growth 3%7% Organic sales growth 2%6% Diluted EPS $10.75$11.55 Adj. EPS $11.40$12.20 EPS raised due to updated tax rate 💰 Cash Flow Operating CF $234M Free CF $170M Lower YoY due to incentive comp payout & working capital timing 🔥"
X Link 2026-02-05T12:47Z [----] followers, [--] engagements
"🟢 $ICE Intercontinental Exchange FY25 Results 🧊 🏆 20th consecutive year of record revenues 📊 FY [----] Highlights Net revenue: $9.9B (+7% YoY) GAAP EPS: $5.77 (+21% YoY) Adj. EPS: $6.95 (+14% YoY) Operating income: $4.9B (+14% YoY) Adj. operating income: $6.0B (+10% YoY) 📈 Margins Operating margin 50% Adj. operating margin 60% 🔥 💰 Cash Flow Operating CF $4.7B (record) Adj. free CF $4.2B (+16% YoY) 🔁 Capital Returns $2.4B returned to shareholders Includes $1.3B in share buybacks 🔥 Takeaway Intercontinental Exchange keeps doing what it does best: steady growth elite margins massive cash"
X Link 2026-02-05T13:03Z [----] followers, [--] engagements
"🟢 $GFF Griffon Corp Q1 FY26 Earnings 🏗 📊 Q1 FY26 Highlights Revenue $649.1M (+3% YoY) GAAP EPS $1.41 (vs $1.49 LY) Adj. EPS $1.45 (vs $1.39 LY) 🟢 Adj. net income $66.3M 📈 Profitability Adj. EBITDA $129.6M (1% YoY) Adj. EBITDA (ex corporate) $144.6M (flat YoY) 💰 Cash Flow Free cash flow: $99M 🔥 🧱 Business Trends Solid execution at Home & Building Products Improved profitability at Consumer & Professional Products 🗣 Management On track to meet updated FY targets 🔥 Takeaway Griffon Corporation delivered a steady quarter with strong free cash flow resilient core operations and improving"
X Link 2026-02-05T13:08Z [----] followers, [--] engagements
"🟢 $RL Ralph Lauren Q3 FY26 Earnings (Holiday Beat 👔) 📊 Q3 FY26 Highlights Revenue +12% reported +10% constant currency 🟢 Demand strong across all regions DTC comps: high-single-digit growth (stores + digital) **Wholesale"
X Link 2026-02-05T13:13Z [----] followers, [--] engagements
"⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high"
X Link 2026-02-05T13:19Z [----] followers, [--] engagements
"🚨 Big news in weight loss meds Hims & Hers Health ($HIMS) is launching a compounded version of Novo Nordisk's ($NVO) new Wegovy pill (semaglutide-based) at an intro price of just $49/month that's about $100 cheaper than the brand name After the intro (one-time lower payment) subscribers on a 5-month plan pay $99/month vs. Novo's $199/month for self-pay. This telehealth play undercuts the big pharma pricing amid ongoing pressure for affordable access. Compounded versions use the same active ingredient but aren't FDA-approved like the branded onealways consult a doc Huge for affordability"
X Link 2026-02-05T14:06Z [----] followers, [---] engagements
"$NVO fires back at $HIMS's cheap compounded Wegovy pill launch 🔥 During today's analyst call (Feb [--] 2026) Novo Nordisk CEO (likely Mike Doustdar) slammed the $49/month intro offer saying people using Hims' compounded semaglutide pill would be "wasting $49" because the compound won't be properly absorbed in the body. Key context: - Hims announced today: Compounded oral semaglutide (same active ingredient as Wegovy's new pill) at $49 for the first month (then $99/mo on 5-month plan) vs. Novo's $199/mo self-pay. - Hims claims their formulation protects the ingredient during digestion for better"
X Link 2026-02-05T14:43Z [----] followers, [---] engagements
"NOVO NORDISK: TO TAKE LEGAL ACTION AGAINST HIM & HERS"
X Link 2026-02-05T15:50Z [----] followers, [--] engagements
"TRUMP SAYS JAPAN'S PM TAKAICHI TO VISIT WHITE HOUSE MARCH 19"
X Link 2026-02-05T17:48Z [----] followers, [--] engagements
"BESSENT: IF TRUMP WINS IRS SUIT $10B WOULD COME FROM TAXPAYERS"
X Link 2026-02-05T17:48Z [----] followers, [--] engagements
"🚨 Weight-Loss Drug War Escalates Novo Nordisk slammed Hims & Hers over its cheaper copycat Wegovy pill calling it illegal and vowing legal action. Whats happening Hims & Hers launched a lower-cost compounded alternative Novo says the product violates regulations and IP protections The move undercuts Novos high-profile obesity drug rollout News pressured Novo shares as investors digest competitive risk 🧠 Why it matters Obesity drugs are one of the largest profit pools in global pharma Compounded/off-label alternatives threaten pricing power This sets up a legal + regulatory showdown between"
X Link 2026-02-05T20:59Z [----] followers, [--] engagements
"🟢 $ARW Arrow Electronics Q4 & FY25 Earnings 🔌 📊 Q4 [----] (Beat + Raise vs guidance) Sales $8.7B (+20% YoY above high end of guide) EPS $3.75 Non-GAAP EPS $4.39 (both guide) 🟢 📊 FY [----] Sales $30.9B (+10% YoY) EPS $10.93 Non-GAAP EPS $11.02 🚀 Whats driving it Momentum across Global Components + ECS Strength in cloud AI and datacenter demand Growth in higher-margin value-added offerings Improving leading indicators as cycle turns 🗣 Management tone Early stages of a modest cyclical upturn Entering [----] with positive momentum cautious optimism Focus on profitable growth + financial"
X Link 2026-02-05T21:03Z [----] followers, [--] engagements
"🟢 $RDDT Reddit Q4 & FY25 Earnings + $1B Buyback 🚀 📈 User Growth DAUs: 121.4M (+19% YoY) 💰 Q4 [----] Revenue $726M (+70% YoY) Ad revenue $690M (+75% YoY) Net income $252M (35% margin) 🔥 Adj. EBITDA $327M (45% margin) Free cash flow $264M 📊 Full Year [----] Revenue $2.2B (+69% YoY) Net income $530M (24% margin) Adj. EBITDA $845M (38% margin) Gross margin 92% 🔁 Capital Return $1B share repurchase program authorized 💥 Fully diluted shares: 206.1M (flat QoQ down YoY) 🧠 What stands out Explosive revenue + profit growth Elite margins for a social platform Strong cash generation enables massive"
X Link 2026-02-05T21:09Z [----] followers, [---] engagements
"🟢 $BILL BILL Q2 FY26 Earnings (Strong Core Growth + Margins 💳) 📊 Q2 FY26 Highlights Total revenue: $414.7M (+14% YoY) Core revenue: $375.1M (+17% YoY) 🟢 Subscription fees $72.1M (+6%) Transaction fees $303.1M (+20%) 🔥 Float revenue $39.5M 📈 Profitability Gross margin 79.8% (Non-GAAP 83.9%) Non-GAAP operating income $74.1M (+18% YoY) Non-GAAP EPS $0.64 (vs $0.56 LY) 🟢 GAAP net loss $(0.03)/sh 💰 Scale & Usage [------] businesses served $95B payment volume (+13% YoY) 35M transactions (+16% YoY) 🔁 Capital Return 2.5M shares repurchased for $133M in Q2 🧠 What stands out Core (subscription"
X Link 2026-02-05T21:12Z [----] followers, [---] engagements
"🟢 $ASYS Amtech Systems Q1 FY26 Earnings (AI Demand Driving Orders 🤖) 📊 Q1 FY26 Highlights Revenue $19.0M Orders $20.7M revenue book-to-bill 1.1x 🟢 Backlog $21.6M GAAP EPS $0.01 Non-GAAP EPS $0.03 Adj. EBITDA $1.4M 💰 Cash & Cash Flow Cash $22.1M (up from $17.9M QoQ) Operating cash flow $4.1M (+43% YoY) 🔥 No debt 9th consecutive quarter of positive operating CF 🤖 AI Exposure AI-related equipment = 35% of TPS segment revenue (vs 30% prior qtr) Management expects sequential booking growth through FY26 driven by AI infrastructure buildouts Some deliveries pushed to Q3 to align with customer"
X Link 2026-02-05T21:19Z [----] followers, [---] engagements
"🟢 $FTNT Fortinet Q4 & FY25 Earnings 🔐 📊 Q4 [----] Revenue $1.91B (+15% YoY) Product revenue $691M (+20% YoY) Billings $2.37B (+18% YoY) GAAP operating margin: 33% 🔥 📊 FY [----] Revenue $6.80B (+14% YoY) Billings $7.55B (+16% YoY) Free cash flow: $2.21B 💰 GAAP operating margin: 31% 🔁 Capital Return Buyback authorization increased by $1B Total repurchase capacity now $10.25B (through Feb 2027) 🔮 FY [----] Guidance Revenue $7.50B$7.70B Implies growth moderating to 1013% Q1 non-GAAP EPS $0.59$0.63 🧠 What stands out Strong product + billings momentum Elite cash flow + margins Massive buyback"
X Link 2026-02-05T21:22Z [----] followers, [--] engagements
"🟢 $MCHP Q3 FY26 Earnings Highlights Top Line Revenue: $1.19B vs $1.17B est 🟢 (+15.6% YoY) Adj. EPS: $0.44 vs $0.42 est 🟢 Non-GAAP GM: 60.5% vs 58.6% est 🟢 📈 Q4 FY26 Guidance Revenue: $1.24B$1.28B (midpoint +6.2% QoQ +29.8% YoY) 🟡 Adj. EPS: $0.48$0.52 (est. $0.49) 🟡 Non-GAAP GM: 60.5%61.5% vs 59.8% est 🟢 CapEx: $20M$23M (very disciplined) ⚙ Operating Metrics R&D spend: $274M (+11% YoY) Non-GAAP Op Income: $338M Op margin: 28.5% 💰 Capital Return Dividends returned (Dec qtr): $246M Quarterly dividend (Mar qtr): $0.455/share 🧠 Management takeaway Strong momentum in connectivity driven"
X Link 2026-02-05T21:31Z [----] followers, [---] engagements
"🟢 $DOCS Q3 FY26 Earnings Highlights Top Line Revenue: $185.1M vs $181.6M est 🟢 (+10% YoY) Adj. EPS: $0.46 vs $0.45 est 🟢 Adj. EBITDA: $111.4M (+9% YoY) EBITDA margin: 60.2% 🔥 👩⚕ Platform Engagement 1M+ quarterly active prescribers 720K workflow product users (record QoQ jump) 300K+ users already engaging with AI features 📈 Guidance Q4 FY26 Revenue: $143M$144M Adj. EBITDA: $63.5M$64.5M FY26 Revenue: $642.5M$643.5M Adj. EBITDA: $355.5M$356.5M 💰 Profitability & Cash Net income: $61.6M (33.3% margin) Non-GAAP net income: $91.1M (49.3% margin) Free cash flow: $58.5M (8% YoY) 🔁 Capital"
X Link 2026-02-05T21:32Z [----] followers, [---] engagements
"🧾🚀 $BILL Q2 FY26 Earnings Snapshot Big Beat Across the Board 🟢 Revenue: $414.7M vs $400.0M est +14% YoY 🟢 Adj. EPS: $0.64 vs $0.56 est 🟢 Core Revenue: $375.1M +17% YoY 🟢 TPV: $95B +13% YoY 📈 Guidance (All Raised vs Street) FY26 Revenue: $1.63B$1.65B 🟢 Adj. EPS: $2.33$2.41 🟢 Core Revenue: $1.49B$1.51B Q3 Revenue: $397.5M$407.5M 🟢 Adj. EPS: $0.53$0.57 🟢 Core Revenue: $364.5M$374.5M ⚙ Operating Strength Gross Margin: 79.8% (83.9% non-GAAP) Non-GAAP Op Income: $74.1M +18% YoY Transactions: 35M +16% YoY Customers: 498.5K businesses 💸 Capital Return Buybacks: 2.5M shares $133M 🔑"
X Link 2026-02-05T21:48Z [----] followers, [--] engagements
"💄📉 $COTY Q2 FY26 Earnings Snapshot Mixed quarter guidance reset 🟢 Revenue: $1.68B vs $1.66B est +1% YoY 🔴 Adj. EPS: $0.14 vs $0.18 est 🔴 Adj. EBITDA: $330M -15% YoY 🚨 FY26 EBITDA & FCF guidance withdrawn 🔮 Q3 Outlook LFL Revenue: mid-single-digit % decline Adj. EBITDA: $100M$110M Adj. EPS: breakeven (ex-equity swap) 🧴 Segment Check Prestige: $1.13B +2% YoY (LFL -2%) Consumer Beauty: $545M -2% YoY (LFL -6%) 💰 Financials FCF: $513M Adj. Gross Margin: 64.2% (-260 bps YoY) Net Debt: $2.6B 2.7x leverage 🗣 Mgmt Tone Performance has been disappointing share price reflects that. Launching"
X Link 2026-02-05T21:49Z [----] followers, [--] engagements
"$BE - BLOOM ENERGY UP 13.01%"
X Link 2026-02-05T22:12Z [----] followers, [---] engagements
"$FTNT - FORTINET SHARES UP 2.12%"
X Link 2026-02-05T22:15Z [----] followers, [--] engagements
"$DOCS - DOXIMITY SHARES DOWN 32%"
X Link 2026-02-05T22:18Z [----] followers, [---] engagements
"$TEAM- ATLASSIAN DOWN BY 8.70%"
X Link 2026-02-05T22:20Z [----] followers, [---] engagements
"🚨 $MSTR CEO on worst-case Bitcoin downside risk Michael Saylor lays it out bluntly 👇 🔻 Extreme scenario: If Bitcoin drops 90% to $8000 Thats where BTC reserves = net debt 🔻 At that point: Cant repay convertibles using BTC alone Would consider: Restructuring Issuing equity Issuing additional debt 🕰 Key context: This risk is spread over the next [--] years Pretty hard to imagine scenario per Saylor 🧠 Bottom line: Im not really worried at this point in time even with Bitcoin drops. 🔥 Takeaway: MSTR is openly stress-testing a brutal BTC crash and still believes its capital structure is"
X Link 2026-02-05T22:52Z [----] followers, [---] engagements
"🚨 Metals Update Asia Open 🥈 Silver: $69.56/oz 2.3% (early Asia) 🥇 Gold: $4759/oz 4.2% Whats happening: Silver continues to unwind aggressively after extreme volatility Gold selling pressure accelerating after a strong multi-month run Risk-off + liquidity stress hitting commodities hard ⚠ Momentum clearly to the downside near-term metals are no longer acting like safe havens right now. https://twitter.com/i/web/status/2019553354670915599 https://twitter.com/i/web/status/2019553354670915599"
X Link 2026-02-05T23:26Z [----] followers, [--] engagements
"⚠ BIG EARNINGS WEEK AHEAD 💥 Feb [--] [----] 📅 Monday $PLTR 🤖 Q4 PM $DIS 🎬 Q1 AM $TER 🏭 Q4 PM $TSN 🍗 Q1 AM 📅 Tuesday $AMD ⚡ Q4 PM $MRK 💊 Q4 AM $PEP 🥤 Q4 AM $PFE 💊 Q4 AM $Nintendo 🎮 Q3 $PYPL 💳 Q4 AM $CMG 🌯 Q4 PM $EA 🎮 Q3 PM 📅 Wednesday 🔥 $GOOG 🤖 Q4 PM $LLY 💊 Q4 AM $ABBV 💊 Q4 AM $QCOM 📱 Q1 PM $UBER 🚗 Q4 AM $VRTX 💊 Q4 PM $SNAP 📱 Q4 PM 📅 Thursday $AMZN 📦 Q4 PM $Shell 🛢 Q4 $PM 🚬 Q4 AM $LIN 🏭 Q4 AM $COP 🛢 Q4 AM $KKR 💼 Q4 AM $RBLX 🎮 Q4 AM $FTNT 🖥 Q4 PM 📅 Friday $TOELY 🏭 Q3 $UBNT 📡 Q2 AM $CBOE 📊 Q4 AM 📊 Market Impact Mid-week 🔥 $GOOG + $LLY + $QCOM = high"
X Link 2026-02-06T08:15Z [----] followers, [---] engagements
"🟡 Metals Market Update 🥇 Gold $4872 1.97% 🥈 Silver $73.88 4.31% 🟠 Copper $5.76 1.00% ⚙ Steel (CNY) [----] 0.32% 🔋 Lithium (CNY) [------] 5.88% ⛏ Iron Ore (CNY) [-----] 0.65% ⚪ Platinum $1989 3.95% 🏗 HRC Steel $973 0.30% What stands out 👀 Gold & silver bouncing after a brutal selloff Silver still extremely volatile after last weeks collapse Copper and industrial metals remain under pressure Lithium continues to cool despite strong YTD gains 📉 Volatility stays high sharp rebounds but trend still fragile. https://twitter.com/i/web/status/2019689468362416224"
X Link 2026-02-06T08:27Z [----] followers, [--] engagements
"📈 Novo Nordisk rebounds Novo Nordisk shares bounced after reports that the U.S. Food and Drug Administration is cracking down on illegal copies of weight-loss drugs. Why it matters: 🛑 Targets unapproved compounded versions 💊 Supports Novos branded GLP-1 franchise (Ozempic/Wegovy) 📉 Eases fears around copycat pressure after recent selloff Takeaway: Regulatory enforcement is a near-term tailwind but the market is still watching pricing supply and competition closely. https://twitter.com/i/web/status/2019703271925977245 https://twitter.com/i/web/status/2019703271925977245"
X Link 2026-02-06T09:22Z [----] followers, [--] engagements
"🏠 UK house prices cross [------] milestoneUnited Kingdom house prices have broken above [------] for the first time marking a historic threshold.Whats driving it: 📉 Easing mortgage rates improving affordability 🏡 Tight housing supply 📈 Wage growth supporting demandWhy it matters: The milestone underscores resilience in the housing marketbut also deepens affordability pressures especially for first-time buyers as prices outpace incomes in many regions. https://twitter.com/i/web/status/2019703618765550031 https://twitter.com/i/web/status/2019703618765550031"
X Link 2026-02-06T09:24Z [----] followers, [--] engagements
"🚨 Oppenheimer Upgrades $ROKU to OUTPERFORM 🚨 🔹 Rating: Outperform (from Perform) 🔹 Price Target: $105 🔹 Analyst: Jason Helfstein Whats driving the upgrade 👇 📈 Multiple near-term catalysts AMZN DSP partnership now live Winter Olympics ad interest picking up Peacock SVOD launching on Roku Midterm political ads tailwind ahead 📊 Growth outlook improving Platform revenue (ex-political/606/Frndly): 2026E: +15% YoY 2027E: +16% YoY Thats 2% above Street with a bull case of 17% / 16% 📺 Market share gains look conservative Street assumes just +2 bps share in [----] and zero in [----] Oppenheimer"
X Link 2026-02-06T09:49Z [----] followers, [--] engagements
"🚨 JPMorgan Upgrades $DOCS to NEUTRAL (from Underweight) 🚨 🔹 Rating: Neutral (from Underweight) 🔹 Price Target: $40 (cut from $62) 🔹 Analyst: Alexei Gogolev What changed 👇 📉 Near-term visibility still weak 3QF26 beat guidance but results were overshadowed by policy-driven budget uncertainty Clients are deploying less budget upfront pushing spend into later periods Several deals slipped into fiscal 4Q slowing early calendar-2026 momentum 📊 Market growth slowing DOCS expects calendar [----] market growth 5% below recent years Management still targets exiting [----] as a double-digit grower"
X Link 2026-02-06T09:53Z [----] followers, [---] engagements
"🟡 $CNC Centene FY25 Results & [----] Outlook Quick Take 📊 FY25 Snapshot Revenue: $174.6B (+20% YoY) Adj. EPS: $2.08 Operating cash flow: $5.1B SG&A ratio: 7.4% (improved) ⚠ GAAP headline is ugly (but misleading) GAAP EPS: ($13.53) Driven by $6.7B goodwill impairment + $513M Magellan write-down Largely non-cash not operational 🔮 [----] Guidance Adj. EPS: $3.00 🟢 GAAP EPS: $1.98 Premium & service revenue: $170$174B Health Benefits Ratio (HBR): 90.9%91.7% (still elevated but stabilizing) 🧠 What matters Core earnings power intact despite GAAP noise Margin recovery expected in [----] Medicaid"
X Link 2026-02-06T11:10Z [----] followers, [---] engagements
"Proto Labs (NYSE: PRLB) 👇 📊 Q4 & Full-Year [----] Earnings Snapshot 🏆 Headline Record full-year revenue: $533.1M up 6.4% YoY Strong Q4 finish: Revenue $136.5M up 12.1% YoY Momentum accelerated meaningfully into year-end. 🔼 What Went Right Revenue & Growth CNC Machining = growth engine Q4 CNC revenue +25.0% YoY Full-year CNC revenue +17.6% YoY Revenue per customer contact Q4: +23.2% YoY Full year: +13.3% YoY Indicates higher-value orders not just volume. Profitability Turnaround Q4 net income: $6.0M ($0.25 EPS) vs. a loss last year clean return to profitability. Full-year net income: $21.2M"
X Link 2026-02-06T11:37Z [----] followers, [--] engagements
"Bessent wouldnt rule out suing the next Fed chair if policy clashes with the White House. Says its up to the president. Markets & lawmakers see a red flag for Fed independence"
X Link 2026-02-06T11:43Z [----] followers, [--] engagements
"Axess Holdings (Nasdaq: MKTX) Q4 and full-year [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Full-Year 2025: Big Picture Record year but growth is selective Revenue: $846.3M up 4% YoY +10% growth outside U.S. credit key diversification win. Net income: $246.9M Diluted EPS: $6.64 (or $7.39 excl. notable items) The headline: MKTX keeps compounding but growth is being driven more by mix shift and new protocols than by broad-based U.S. credit expansion. 🚀 Volume & Market Share Momentum (The Real Story) Client-Initiated Channel Block trading ADV: +24% YoY to $5.0B"
X Link 2026-02-06T11:46Z [----] followers, [--] engagements
"GrafTech International (NYSE: EAF) Q4 and full-year [----] resultsand why Rhea-AI tags this as High Impact / Neutral Sentiment 👇 📊 Full-Year 2025: The Core Story GrafTech executed well operationally but the industry pricing cycle overwhelmed the P&L. Operational progress Sales volume +6% YoY (despite flat global demand) U.S. sales volume +48% YoY (Q4: +83%) as the company deliberately shifted geographic mix Cash COGS per metric ton 11% YoY major cost discipline win Total liquidity: $340M providing balance-sheet stability Financial reality Pricing pressure in graphite electrodes continues to"
X Link 2026-02-06T11:51Z [----] followers, [--] engagements
"RXO Q4 Earnings Adj. EBITDA $17M Margin 1.2% GAAP EPS $(0.27) Adj. net income $(11M) Revenue $1.50B vs est. $1.487B (beat) Adj. EPS $(0.07) vs est. $(0.04) Want a more bearish more neutral or markets-focused spin"
X Link 2026-02-06T11:54Z [----] followers, [--] engagements
"Under Armour - $UAA Q3 fiscal [----] resultsand why Rhea-AI flags High Impact / Negative Sentiment 👇 📊 Q3 FY26 Earnings Snapshot 🔽 Headline Numbers Revenue: $1.33B 5% YoY (6% currency-neutral) GAAP net loss: $(431)M GAAP EPS: $(1.01) Adjusted net income: $37M Adjusted EPS: $0.09 Operating loss: $(150)M Adjusted operating income: $26M Gross margin: 44.4% [---] bps YoY 🔽 What Drove the Negative Sentiment North America remains the drag NA revenue 10% YoY to $757M December quarter marked the low point of the reset per managementbut investors need proof. Margin pressure Gross margin hit by: Higher"
X Link 2026-02-06T12:01Z [----] followers, [--] engagements
"Philip Morris International Q4 and full-year [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Full-Year 2025: Big Picture Another strong year driven by smoke-free products Reported diluted EPS: $7.26 (vs. $4.52 in 2024) Adjusted diluted EPS: $7.54 +14.8% YoY (+14.2% currency-neutral) Net revenues: $40B including $17B from smoke-free products PMI hit its 3-year CAGR targets in just two years 🚀 Smoke-Free Business (The Growth Engine) Shipment volumes: +12.8% YoY Net revenue: +15.0% (+14.1% organic) Gross profit: +20.3% 41.5% of total net revenue and 43% of gross"
X Link 2026-02-06T12:07Z [----] followers, [--] engagements
"AutoNation - $AN Q4 and full-year [----] resultsand why Rhea-AI marks this Moderate Impact / Neutral Sentiment 👇 📊 Q4 & Full-Year [----] Earnings Snapshot 🔢 Headline Numbers Q4 revenue: $6.9B 4% YoY Q4 EPS: $4.70 (Adj. $5.08) FY [----] revenue: $27.6B +3% YoY FY EPS: $17.04 (Adj. $20.22 up sharply YoY) Despite softer Q4 revenue earnings held up well thanks to mix and margin discipline. 🔼 What Went Right After-Sales & Finance = Profit Engines Record Q4 after-sales gross profit Same-store after-sales growth +4% Customer Financial Services (CFS) Record quarterly and full-year profit per unit"
X Link 2026-02-06T12:13Z [----] followers, [--] engagements
"Virtus Investment Partners - $VRTS Q4 [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Q4 [----] Earnings Snapshot 🔢 Headline Numbers Diluted EPS: $5.17 (+11% YoY) Adjusted diluted EPS: $6.50 (13% YoY) Revenue: $208.0M 11% YoY Adjusted revenue: $188.9M 11% YoY Operating margin: 19.1% (Adj. 32.4%) AUM: $159.5B Total sales: $5.3B Net flows: $(8.1)B 🔽 What Drove the Quarter Flows Remain the Overhang Net outflows of $8.1B continue to pressure AUM. Sales activity was solid but redemptions outweighed inflows a familiar challenge for traditional active managers. Revenue"
X Link 2026-02-06T12:22Z [----] followers, [--] engagements
"AerCap - $AER Holdings full-year [----] resultsand why Rhea-AI flags High Impact / Neutral Sentiment 👇 ✈ Full-Year 2025: Record Performance Headline Net income: $3.8B or $21.30 EPS Adjusted net income: $2.7B or $15.37 EPS Q4 net income: $633M or $3.79 EPS Operating cash flow: $5.4B This was a record year across earnings cash generation and capital returns. 🔼 What Went Right Shareholder Value Creation $2.6B returned to shareholders in [----] Quarterly dividend raised to $0.40 Book value per share: $112.59 up 19% YoY Portfolio & Capital Allocation $3.9B of asset sales generating $819M in gains"
X Link 2026-02-06T12:30Z [----] followers, [--] engagements
"FDA signals crackdown on copycat drugs saying it cant verify safety or efficacy of non-approved products. Comes after Hims & Hers launched a Wegovy alternative. Premarket: $HIMS 5.7% $NOVO +6.37%"
X Link 2026-02-06T12:36Z [----] followers, [---] engagements
"Morgan Stanley lowers PT on Reddit $RDDT to $240 from $265 keeps Overweight Analyst: Brian Nowak 🧠 Key Takeaways from the Note Growth still firing: 4Q25 revenue +70% YoY Top end of 1Q guide implies +54% YoY Advertiser momentum strong: Active advertisers +75% YoY (2nd straight quarter) SMB advertiser spend doubled [--] of top [--] advertiser verticals grew 50% YoY in 4Q (vs. [--] in 3Q) Big long-term lever = automation & ML: Scaling Reddit Max to streamline advertiser onboarding Automation starts mid-/low-funnel expands full-funnel in [----] Significant runway to improve performance via machine"
X Link 2026-02-06T13:03Z [----] followers, [--] engagements
"Needham reiterates Buy on Reddit $RDDT PT $300 Analyst: Laura Martin Why Needham is bullish Top pick for [----] 100% human-created content more valuable as LLM bots proliferate Execution strength: 60% revenue growth for six straight quarters Ad revenue +75% in 4Q25 Upside optionality: LLM licensing revenues Rapid margin expansion Deep moat: human communities like Reddit are hard to replicate Bottom line: Needham sees Reddit as a structural winner in a world increasingly flooded with AI-generated content. https://twitter.com/i/web/status/2019759331185479897"
X Link 2026-02-06T13:05Z [----] followers, [--] engagements
"Goldman Sachs lowers PT on Amazon $AMZN to $280 from $300 Analyst: Eric Sheridan 🧠 Key Takeaways Entering a heavy investment cycle: FY26 capex $200B across AWS + e-commerce Q1 GAAP operating income guide below expectations AWS fundamentals improving: Growth re-accelerating on AI and non-AI workloads AWS margins 35% better than GS modeled offsetting rising depreciation Core demand still solid: Commerce and advertising show consistent compounded growth Optics matter: Q4 results and Q1 guide include one-time items muddying headlines In a risk-off tape investors are less patient with capex"
X Link 2026-02-06T13:08Z [----] followers, [--] engagements
"Morgan Stanley: **Amazons $200B [----] capex needs to show clear returns. AWS growth supports the spend but investors are watching Project Kuiper (Amazon LEO) for measurable profits. Still viewed as a top under-appreciated GenAI winner"
X Link 2026-02-06T13:10Z [----] followers, [--] engagements
"MAG [--] to pour $650B into AI in [----] Amazon ($AMZN): $200B Alphabet ($GOOGL): $185B Meta Platforms ($META): $135B Microsoft ($MSFT): $105B Tesla ($TSLA): $20B A scale of AI investment unmatched this century"
X Link 2026-02-06T13:38Z [----] followers, [--] engagements
"🐂 Bull Case: Why $650B Could Make Sense Platform lock-in: AI spend deepens moats across cloud ads commerce and devices. Revenue leverage: Amazon / Microsoft monetize via cloud + enterprise AI. Alphabet / Meta Platforms lift ad performance with AI-driven targeting. Winner-take-most dynamics: Scale matters; late movers get priced out. Strategic necessity: AI becomes core infrastructure not optional R&D. https://twitter.com/i/web/status/2019767630714867804 https://twitter.com/i/web/status/2019767630714867804"
X Link 2026-02-06T13:38Z [----] followers, [--] engagements
"🐻 Bear Case: What Can Go Wrong ROI lag: Capex hits now revenues show up later (if at all). Margin pressure: Depreciation + power + chips compress near-term margins. Investor patience thinning: Risk-off markets punish spend without proof. Overcapacity risk: Everyone building at once could flood compute"
X Link 2026-02-06T13:38Z [----] followers, [--] engagements
"⚖ Who Needs ROI the Most (Near Term) Amazon $200B capex under the microscope; AWS must accelerate. Alphabet defend search economics with GenAI. Meta Platforms prove AI boosts ads and margins. Microsoft best positioned; already monetizing. Tesla AI optionality but returns less immediate. Bottom line: This is a historic arms race. Long-term moat builders winbut the market will demand receipts not promises. https://twitter.com/i/web/status/2019767635622220041 https://twitter.com/i/web/status/2019767635622220041"
X Link 2026-02-06T13:38Z [----] followers, [--] engagements
"Peoples Bank of China tightens crypto rules banning domestic and China-controlled overseas entities from issuing virtual currencies without approval. Authorities reiterate crypto is not legal tender and label related business activities illegal. The crackdown targets money laundering fraud and cross-border transfers including stablecoins and tokenized assets with coordinated centrallocal enforcement and public education. https://twitter.com/i/web/status/2019771665098396085 https://twitter.com/i/web/status/2019771665098396085"
X Link 2026-02-06T13:54Z [----] followers, [--] engagements
"Oxford Economics sees strong U.S. growth ahead as AI investment boosts productivity: GDP 2.8% (2026) 2.3% (2027); inflation 2.4% opening door to two Fed cuts by the Federal Reserve but outlook remains equity-market sensitive"
X Link 2026-02-06T13:57Z [----] followers, [--] engagements
"Iris Energy $IREN Q2 FY26: punished for no new AI deal but AI scale-up intact Stock 18% post-earnings: market disappointed by no new AI hyperscaler deal not the quarter itself. Revenue miss (20%) tied to Bitcoin volatility not core AI thesis. AI cloud momentum strong: AI cloud ARR guide raised to $3.4B by Q426 (vs. $2.3B today) 140k GPUs contracted by end-2026 Bitcoin drag fading: Q425 revenue $185M (23% QoQ) as BTC mining revenue fell 28% QoQ AI cloud revenue +QoQ ($7M $17M) Adj. EBITDA $75M margins improved [---] bps to 41% MSFT deal economics solid: $3.6B GPU financing at 6% cost 95% of GPU"
X Link 2026-02-06T14:34Z [----] followers, [---] engagements
"Raphael Bostic: Says it will be April or May before data give clear policy signals. Fed cant lose sight of inflation which has been too high for too long and is now plateauing. Businesses see upside potential district sentiment is cautiously optimistic. Tariff effects should wash through by mid-year. https://twitter.com/i/web/status/2019782923801510161 https://twitter.com/i/web/status/2019782923801510161"
X Link 2026-02-06T14:39Z [----] followers, [--] engagements
"Raphael Bostic: Says its doable to return to scarce reserves over time. Fed may need to lean more on non-official data. Has no view on Warshs proposed Fed regime change. Says the Fed was not too wokeinclusion wasnt a mistake. Economy has been K-shaped for years pre-pandemic. Policy needs to stay restrictive to get inflation back to 2%. https://twitter.com/i/web/status/2019783363301605685 https://twitter.com/i/web/status/2019783363301605685"
X Link 2026-02-06T14:40Z [----] followers, [--] engagements
"BAYER: REMAIN CONFIDENT IN ASUNDEXIAN'S BLOCKBUSTER POTENTIAL TOO EARLY TO COMMENT ON SPECIFIC PEAK SALES NUMBERS"
X Link 2026-02-06T14:53Z [----] followers, [--] engagements
"$NVDA - NVIDIA CEO HUANG: AI BUILD OUT TO TAKE 7-8 YEARS"
X Link 2026-02-06T17:42Z [----] followers, [--] engagements
"$NVDA $META - NVDA CEO HUANG SAYS NO ONE USES AI BETTER THAN META"
X Link 2026-02-06T17:42Z [----] followers, [--] engagements
"$NVDA - NVIDIA'S CEO HUANG: DEMAND IS SKY HIGH"
X Link 2026-02-06T17:43Z [----] followers, [--] engagements
"$NVDA - NVIDIA CEO SAYS GPUS SOLD [--] YEARS AGO ARE GOING UP IN PRICE"
X Link 2026-02-06T17:43Z [----] followers, [--] engagements
"$NVDA - NVIDIA CEO: MAKES NO SENSE TO CONCEDE CHINA MARKET IF YOU WANT TO WIN GLOBALLY"
X Link 2026-02-06T17:44Z [----] followers, [--] engagements
"NVIDIA CEO SAYS NO DOUBT' CHINA IS A COMPETITOR"
X Link 2026-02-06T17:44Z [----] followers, [--] engagements
"NVIDIA CEO SAYS THING WORRIED ABOUT MOST IS AI BEING EFFECTIVE"
X Link 2026-02-06T17:44Z [----] followers, [--] engagements
"🟠 Crypto Face-Ripping Rally 🟡 Bitcoin: $71201 13.5% 🔵 Ether: $2081 14.2% 🟣 XRP: 23.7% 🟢 Cardano: 15.8% 🟠 Solana: 11.8% 🔥 Whats happening: Violent short-covering after extreme oversold conditions Leverage flush reflexive upside across majors Alts outperforming as risk appetite snaps back 🧠 Big picture: This is a classic squeeze + relief rally not confirmation of a new bull trend. Weekly and monthly damage is still severe (BTC 19% weekly ETH 27%). Crypto remains high-beta risk tightly linked to equities and liquidity. ⚠ Volatility is off the charts expect sharp two-way price action."
X Link 2026-02-06T17:47Z [----] followers, [--] engagements
"NVIDIA CEO SAYS CO. HAS NO PROBLEMS WITH OPENAI"
X Link 2026-02-06T17:50Z [----] followers, [--] engagements
"$NVDA - NVIDIA BABY"
X Link 2026-02-06T17:53Z [----] followers, [--] engagements
"$ZETA - ZETA IS COMPLETELY OVERSOLD It is on my list on my list of [--] most undervalued stocks"
X Link 2026-02-06T17:55Z [----] followers, [---] engagements
"NVIDIA CEO SAYS OPENAI NEEDS HIS COMPANY'S NEW GENERATION CHIPS"
X Link 2026-02-06T17:58Z [----] followers, [--] engagements
"NVIDIA CEO SAYS THERE'S NO DRAMA WITH OPENAI"
X Link 2026-02-06T17:58Z [----] followers, [--] engagements
"The US aims for a March peace deal in Ukraine and quick elections - Sources. Negotiators from the United States and Ukraine have discussed an ambitious March deadline for Russia and Ukraine to reach an agreement on a peace treaty but that timeline is likely to slip due to a lack of agreement on the key issue of territory according to three sources familiar with the situation. According to five sources who requested anonymity to discuss private deliberations any agreement being discussed by US and Ukrainian negotiators would be put to a referendum by Ukrainian voters who would also vote in"
X Link 2026-02-06T21:07Z [----] followers, [--] engagements
"🚨 JUST IN: The Dow hits [-----] for the first time ever. From [----] (1972) [-----] (1999) [-----] (2018) [-----] (2026).Fueled by AI earnings growth and U.S. corporate dominance.What a time to be alive. 📈🔥"
X Link 2026-02-06T21:47Z [----] followers, [--] engagements
"🟠 Crypto Rips Higher (Again) 🟡 Bitcoin: $70325 12.1% 🔵 Ether: $2052 12.6% 🟣 XRP: 20.3% 🟢 Cardano: 13.1% 🟠 Solana: 12.7% 🔥 Whats happening: Sustained short-covering after extreme oversold conditions Leverage flush momentum flips hard to the upside Alts outperforming as risk appetite broadens 🧠 Big picture: This is a powerful relief rally but damage remains. Weekly and monthly trends are still deeply negative (BTC 16% weekly 23% monthly). Crypto continues to trade like high-beta equities not a hedge. ⚠ Volatility still extreme upside is violent but fragile. Follow-through and"
X Link 2026-02-06T21:54Z [----] followers, [--] engagements
"White House: Trump signs an order related to secondary sanctions on Iran"
X Link 2026-02-06T21:58Z [----] followers, [--] engagements
"U.S. Food and Drug Administration moves to restrict copycat GLP-1 ingredients used in mass-marketed compounded weight-loss drugs calling out Hims & Hers Health $HIMS. FDA says compounded products cannot be marketed as generic or equivalent to approved GLP-1s; violators risk enforcement including seizure or injunction. https://twitter.com/i/web/status/2019893933673783484 https://twitter.com/i/web/status/2019893933673783484"
X Link 2026-02-06T22:00Z [----] followers, [---] engagements
"🚨 U.S. Food and Drug Administration taking action to combat copycat weight-loss drugs.FDA says compounded products cant be marketed as generic or equivalent to approved GLP-1s; enforcement actions possible.Read-through: Hims & Hers Health $HIMS Novo Nordisk $NVO Eli Lilly $LLY https://twitter.com/i/web/status/2019894374771875901 https://twitter.com/i/web/status/2019894374771875901"
X Link 2026-02-06T22:02Z [----] followers, [---] engagements
"H.C. Wainwright raises Strategy $MSTR PT to $540 from $500 reiterates Buy; names it top stock pick for [----] post-Q4.Firm expects Strategy to outperform Bitcoin via steady BTC-per-share gains citing strong execution aggressive January buying and a $3.9B raise to add [-----] BTC despite weak sentiment. https://twitter.com/i/web/status/2019895133953458562 https://twitter.com/i/web/status/2019895133953458562"
X Link 2026-02-06T22:05Z [----] followers, [--] engagements
"📉📈 Market Reaction to FDA Crackdown on Copycat GLP-1s Hims & Hers Health $HIMS 9.6% direct regulatory hit Novo Nordisk $NVO +3.6% winner Eli Lilly $LLY +0.7% winner Why this makes sense: The U.S. Food and Drug Administration moved to curb compounded copycat GLP-1s explicitly warning they cant be marketed as generic or equivalent. That raises enforcement risk (seizures injunctions) for platforms leaning on compounded supply $HIMS derates. At the same time it reinforces the moat around FDA-approved GLP-1s $NVO / $LLY rerate. HIMS: sharp air-pocket to $20.80 on headline risk; valuation now"
X Link 2026-02-06T22:12Z [----] followers, [---] engagements
"Northrop Grumman - $NOC secures a $198M contract to provide parts and support for the E-2D Hawkeye aircraft program reinforcing steady sustainment revenue from U.S. military aviation programs"
X Link 2026-02-06T23:17Z [----] followers, [--] engagements
"Barclays: Investors are looking beyond U.S. hedge funds for the first time since [----] signaling a shift in allocations toward non-U.S. and alternative strategies as market leadership and risk dynamics evolve"
X Link 2026-02-07T01:01Z [----] followers, [--] engagements
"SpaceX is delaying its Mars plans to prioritize a [----] Moon landing according to Wall Street Journal.The shift reflects a sharper focus on near-term lunar missions as part of NASA-linked timelines"
X Link 2026-02-07T01:02Z [----] followers, [--] engagements
"A Massachusetts judge ordered Kalshi to stop offering sports-event contracts in the state within [--] days ruling the products violate state gambling laws.The decision marks a setback for Kalshis expansion into sports-related prediction markets and could influence regulatory scrutiny in other states. https://twitter.com/i/web/status/2019940697235656711 https://twitter.com/i/web/status/2019940697235656711"
X Link 2026-02-07T01:06Z [----] followers, [--] engagements
"🧨 Trump: No Nuclear Weapons for Iran President Donald Trump reaffirmed that the United States will not allow Iran to possess nuclear weapons urging Tehran to reach a deal on its nuclear program and warning that no nuclear weapons is non-negotiable. (MarketScreener) ⚓ Trump has also signaled a military buildup in the region and said a U.S. naval armada is moving toward Iran as leverage in negotiations stressing that time is running out for Tehran to agree to terms. 🗣 Talks between U.S. and Iranian negotiators continue with Trump saying Iran is engaging seriously on the issue though specifics"
X Link 2026-02-07T01:08Z [----] followers, [--] engagements
"Donald Trump says he will not apologize for posting a racist video of the Obamas adding: I didnt make a mistake"
X Link 2026-02-07T01:10Z [----] followers, [---] engagements
"The risk: $650B in AI capex puts ROI under a microscope. Markets will want revenue + margin proof not just scale. Amazon / Microsoft: AWS & Azure growth must re-accelerate Alphabet / Meta Platforms: AI must lift ad pricing + engagement Tesla: AI payoff more long-datedBig spend buys a moatbut the market will demand receipts. https://twitter.com/i/web/status/2019943954658025550 https://twitter.com/i/web/status/2019943954658025550"
X Link 2026-02-07T01:19Z [----] followers, [--] engagements
"🟠 Crypto Pauses After Face-Rip Rally 🟡 Bitcoin: $70074 0.7% 🔵 Ether: $2047 0.8% 🟣 XRP: 1.6% 🟢 Cardano: 1.4% 🟠 Solana: 1.3% 🔥 Whats happening: Consolidation after a violent squeeze higher Dip-buyers stepping back as momentum cools No panic selling this is digestion not distribution 🧠 Big picture: The rally relieved extreme oversold conditions but trend damage remains (BTC 11% weekly 23% monthly). Crypto is still trading like a high-beta risk asset highly sensitive to equities and liquidity. ⚠ Volatility still elevated expect choppy two-way action. Direction from here depends on"
X Link 2026-02-07T01:36Z [----] followers, [--] engagements
"🟢 Rare Earths Rip Higher ⚙ Critical Metals Corp ($CRML): $11.03 3.4% 🧲 MP Materials ($MP): $61.26 8.3% USA Rare Earth ($USAR): $21.84 6.0% ⚛ Ucore Rare Metals ($UURAF): $5.74 13.6% ☢ Energy Fuels ($UUUU): $21.22 8.3% 🔥 Whats happening: Strategic metals bid on supply-chain security themes U.S./Western rare-earth exposure catching strong inflows Momentum accelerating across mining + processing names 🧠 Big picture: This move reflects a structural re-rating not just a day trade. Geopolitics defense demand and EV/AI supply chains are pushing investors toward non-China rare-earth exposure. ⚠"
X Link 2026-02-07T01:40Z [----] followers, [---] engagements
"🟣 Quantum Stocks Explode Higher ⚛ Arqit Quantum ($ARQQ): $18.59 15.3% 🧠 IONQ ($IONQ): $34.99 15.0% ❄ D-Wave Quantum ($QBTS): $20.72 20.4% 🧪 Quantum Computing Inc ($QUBT): $9.43 20.7% 🧬 Rigetti Computing ($RGTI): $17.71 18.3% 🔥 Whats happening: Speculative tech bid surges alongside AI enthusiasm Small-cap high-beta names leading the move Momentum + positioning driving outsized gains 🧠 Big picture: This is a risk-on momentum burst not a fundamentals re-rate. Quantum remains long-dated tech but flows are chasing the next AI-adjacent theme. ⚠ Volatility extreme these names move fast in both"
X Link 2026-02-07T01:41Z [----] followers, [---] engagements
"🔐 Cybersecurity & Infra Rip Higher 🛡 CrowdStrike ($CRWD): $395.50 4.9% 🔥 Fortinet ($FTNT): $82.76 4.9% ☁ Cloudflare ($NET): $173.21 6.2% 🧠 Palo Alto Networks ($PANW): $159.32 2.9% 🗄 Rubrik ($RBRK): $51.07 5.7% 💾 Seagate Technology ($STX): $429.32 5.9% 🔥 Whats happening: Cybersecurity catching a strong bid as enterprises prioritize defense spend Cloud + data protection names outperforming Infra exposure (STX) riding AI + data growth tailwinds 🧠 Big picture: This looks like a quality risk-on rotation not pure speculation. Cyber remains a must-spend category benefiting from AI-driven"
X Link 2026-02-07T01:50Z [----] followers, [--] engagements
"Donald Trump: Im predicting the Dow will hit [------] by the end of my term. Remember Trump was right about everything. 📈"
X Link 2026-02-07T02:18Z [----] followers, [--] engagements
"@Lynne22334 Nice one Lynne Rugby my top [--] sports Love Rugby Enjoy your day I will watch both the footy and rugby"
X Link 2026-02-07T10:14Z [----] followers, [--] engagements
"Weekend Markets 📊 Stocks stuck in neutral FX quiet metals bid oil softer. #DAX [-----] +0.02% #DOW [-----] 0.00% 💻 #NASDAQ [-----] -0.05% #FTSE [-----] +0.02% #NIKKEI [-----] -0.01% #HANGSENG [-----] 0.00% 💱 #EURUSD [------] -0.01% 💱 #USDJPY [------] +0.01% 🥇 #GOLD [----] +0.18% 🥈 #SILVER [----] +0.32% 🛢 #USOIL [-----] -0.27% Market mood: pause not panic. Consolidation into next week. https://twitter.com/i/web/status/2020084189123514456 https://twitter.com/i/web/status/2020084189123514456"
X Link 2026-02-07T10:36Z [----] followers, [--] engagements
"NATWEST IS CLOSING IN ON A TAKEOVER OF WEALTH MANAGEMENT GROUP EVELYN PARTNERS AFTER BEATING OUT BARCLAYS IN A HOTLY CONTESTED AUCTION"
X Link 2026-02-07T14:09Z [----] followers, [--] engagements
"TRUMP SOUGHT TO MAKE THE US THE CRYPTO CAPITAL OF THE WORLD. AFTER HIS RALLY ENDED TRADERS ARE SEARCHING FOR A NEW SAVIOR"
X Link 2026-02-07T15:14Z [----] followers, [--] engagements
"💻 Tech / Fintech / AI $PYPL $AMD $ZETA $ADUR Key Points: Undervalued despite AI & fintech tailwinds Catalysts: earnings beats AI adoption semiconductors ✅ Potential entry points for growth"
X Link 2026-02-07T15:18Z [----] followers, [---] engagements
"💊 Healthcare / Pharma / Biotech $HIMS $OSCR $NVO $UNH Key Points: Strong cash flows & fundamentals Moves independently of tech/consumer cycles ✅ Defensive undervalued plays"
X Link 2026-02-07T15:18Z [----] followers, [---] engagements
"🛍 Consumer & Retail $LULU $NKE $GRAB Key Points: Brands with pricing power & loyal followings Often counter-cyclical to the S&P [---] ✅ Resilient consumer discretionary exposure"
X Link 2026-02-07T15:18Z [----] followers, [---] engagements
"🏭 Industrials / Logistics / Staples $UPS $GIS $JD Key Points: Strong moats stable demand Less correlated to market swings ✅ Diversification + defensive exposure"
X Link 2026-02-07T15:19Z [----] followers, [---] engagements
"🚀 AI & Energy Momentum Watch: AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM"
X Link 2026-02-07T15:19Z [----] followers, [--] engagements
"🚀 AI & Energy Momentum Watch: AI Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET"
X Link 2026-02-07T15:19Z [----] followers, [---] engagements
"🚀 AI & Energy Momentum Watch: AI Data Platforms $PLTR $SNOW $MDB $NOW"
X Link 2026-02-07T15:20Z [----] followers, [--] engagements
"TOP ASSETS BY MARKET VALUE 🌍 Last [--] Days 🥇 Gold 🟡 Market Cap: $34.685T Price: $4989 30D: +2.03% Still the ultimate macro hedge (rates geopolitics central banks) 🥈 NVIDIA 💚 Market Cap: $4.514T Price: $185.41 30D: +7.92% AI king 👑 basically trading like an asset class now 🥉 Silver ⚪ Market Cap: $4.364T Price: $77.52 30D: +1.06% Industrial + monetary hybrid = quiet strength [--] Apple 🍎 Market Cap: $4.087T Price: $278.12 30D: +0.80% Cash-flow fortress services flywheel still humming [--] Alphabet 🔍 Market Cap: $3.908T Price: $323.10 30D: 2.48% Search + YouTube cash cow AI spend keeps"
X Link 2026-02-07T15:36Z [----] followers, [--] engagements
"SEMICONDUCTOR GIANTS 🌐 Last [--] Days 🥇 NVIDIA 💚 (USA) Market Cap: $4.514T Price: $185.41 30D: +7.92% The AI benchmark GPUs = picks & shovels of this cycle 🥈 TSMC 🏭 (Taiwan) Market Cap: $1.809T Price: $348.85 30D: +5.48% The worlds chip factory everything advanced runs through TSM 🥉 Broadcom 🔗 (USA) Market Cap: $1.578T Price: $332.92 30D: +7.22% AI networking + software = quiet compounder [--] Samsung Electronics 📱 (S. Korea) Market Cap: $724.87B Price: $108.42 30D: +0.44% Memory cycle leverage lagging now torque later [--] ASML 🧠 (Netherlands) Market Cap: $548.45B Price: $1413 30D: +4.66%"
X Link 2026-02-07T15:38Z [----] followers, [--] engagements
"WELLS FARGO'S BREAKUP WITH BILT TOOK ANOTHER CHAOTIC TURN THIS WEEK WHEN THE STARTUPS CUSTOMERS WHO OPTED TO CLOSE THEIR ACCOUNTS WITH THE BANK WERE SURPRISED TO RECEIVE CREDIT CARDS ANYWAY"
X Link 2026-02-07T16:29Z [----] followers, [--] engagements
"ISRAELI PRIME MINISTERS OFFICE: NETANYAHU IS EXPECTED TO MEET WITH TRUMP NEXT WEDNESDAY IN WASHINGTON TO DISCUSS NEGOTIATIONS WITH IRAN"
X Link 2026-02-07T17:42Z [----] followers, [--] engagements
"Israel's Netanyahu expected to meet U.S. President Trump on Wednesday in Washington - Prime Minister office Netanyahu will discuss negotiations with Iran with Trump Netanyahu believes any negotiations must include limiting ballistic missiles and halting support for Iranian axis https://twitter.com/i/web/status/2020196931390304271 https://twitter.com/i/web/status/2020196931390304271"
X Link 2026-02-07T18:04Z [----] followers, [--] engagements
"BREAKING: Hims & Hers Health $HIMS to reportedly halt its weight-loss pill per Bloomberg amid FDA crackdown on compounded GLP-1 drugs. Removes a key growth driver and raises questions about the weight-loss strategy going forward"
X Link 2026-02-07T19:44Z [----] followers, [---] engagements
"⚠ BIG EARNINGS WEEK COMING UP 👀 Feb [---] [----] A high-impact week packed with market-moving reports across tech consumer finance crypto and healthcare. Expect elevated volatility and rapid sentiment shifts. 📅 Monday $MNDY $OPEN UniCredit Q4 Recruit Holdings Q3 (AM) Apollo ($APO) Q4 (AM) Becton Dickinson ($BDX) Q1 (AM) Onsemi ($ON) Q4 (PM) Cleveland-Cliffs ($CLF) Q4 (AM) Goodyear ($GT) Q4 (PM) 📅 Tuesday $HOOD $KO $CVS $F $LYFT $SPOT AstraZeneca ($AZN) Q4 (AM) S&P Global ($SPGI) Q4 (AM) BP ($BP) Q4 (AM) Marriott ($MAR) Q4 (AM) Datadog ($DDOG) Q4 (AM) 📅 Wednesday 🔥 $SHOP $APP $U $HUBS $CSCO"
X Link 2026-02-08T00:15Z [----] followers, [---] engagements
"Heres a tight Twitter-native breakdown in the same style as the metals post 👇 🟠 Crypto Still Under Pressure 🟡 Bitcoin: $69038 0.34% 🟣 Ethereum: $2082 0.40% 🟡 BNB: $647.8 flat 🟢 Solana: $87.27 0.42% 🔵 Cardano: $0.27 0.27% 🟣 XRP: $1.42 0.25% 🔴 Polkadot: $1.37 0.40% 🟠 Avalanche: $9.19 0.39% 🟪 Polygon: $0.10 2.07% 🔥 Whats happening Broad grind lower continues after sharp multi-week drawdowns Majors weak but orderly no panic selling yet Alts still bleeding relative to BTC liquidity thin 🧠 Big picture This looks like consolidation after damage not a bottom. Crypto remains highly"
X Link 2026-02-08T00:29Z [----] followers, [--] engagements
"RECAP: Amazon ($AMZN) 🚨 ☁ Q4 TAKEAWAY CLOUD STILL RUNS THE SHOW What mattered Sales beat expectations AWS beat and cloud growth re-accelerated to 24% ex-FX 🔥 Slight EPS miss (noise vs. trend) Big picture AWS once again carried profit momentum reinforcing that Amazons valuation and earnings power remain fundamentally tied to cloud acceleration not retail optics. Read-through Cloud demand is re-accelerating not stalling Margin leverage comes from AWS scale not cost cuts EPS miss = timing + investment not demand weakness Bottom line This was a quality beat. AWS strength EPS headline. Cloud is"
X Link 2026-02-08T00:37Z [----] followers, [--] engagements
"RECAP: Amazon ($AMZN) 🟡 Why the stock is sliding and what the markets missing 📉 Stock: 9% premarket 💥 Trigger: [----] CapEx guidance came in well above expectations near-term margin fears 📦 Q4 Earnings Quick Tape Read 📊 Topline Net sales: $213.4B vs $211.3B est. 🟢 AWS revenue: $35.6B (the real focus) 📉 Profitability EPS: $1.95 vs $1.97 est. 🔴 (negligible miss) 🔮 Q1 Outlook Net sales: $173.5B$178.5B Operating income: $16.5B$21.5B (wide range = heavy investment) 🧠 What mattered Core retail demand held up revenue beat AWS growth + margins will drive sentiment Wide op-income range"
X Link 2026-02-08T00:38Z [----] followers, [--] engagements
"RECAP: Alphabet $GOOGL CEO + Q4 [----] Earnings 🚨 🧠 The statement the market shouldnt gloss over (Sundar Pichai) Gemini serving unit costs down 78% in [----] This is inference cost not training Inference is the hardest AI cost to compress Signals real efficiency not just scale spending 📊 Q4 [----] Earnings Snapshot Top-line beats Revenue: $113.83B vs $111.4B est. Revenue ex-TAC: $97.23B vs $95.17B Google Services: $95.86B vs $94.9B Advertising: $82.28B vs $80.89B Search & Other: $63.07B vs $61.37B YouTube Ads: $11.38B vs $11.78B (miss) ☁ Google Cloud $17.66B vs $16.2B est. (clear beat) Pressure"
X Link 2026-02-08T00:58Z [----] followers, [--] engagements
"RECAP: Block ($XYZ) Cost Cuts Back on the Table ⚠ Bloomberg reports that up to 10% of staff could be cut as Block runs year-end performance reviews and accelerates a broader efficiency overhaul. Layoffs are expected to roll through multiple teams into late February. 🧠 What it signals Management tightening the cost structure again Focus shifting toward operating leverage and margin discipline Part of a wider fintech reset after aggressive hiring cycles 📉 Market read This isnt about growth stalling its about right-sizing expenses to protect profitability in a tougher macro and competitive"
X Link 2026-02-08T01:28Z [----] followers, [--] engagements
"🚨 Big Earnings Week Ahead A high-impact week packed with market-moving reports across tech consumer finance crypto and healthcare. Expect elevated volatility and fast sentiment shifts. 📅 Monday $MNDY $OPEN UniCredit Q4 Recruit Holdings Q3 (AM) Apollo ($APO) Q4 (AM) Becton Dickinson ($BDX) Q1 (AM) Onsemi ($ON) Q4 (PM) Cleveland-Cliffs ($CLF) Q4 (AM) Goodyear ($GT) Q4 (PM) 📅 Tuesday $HOOD $KO $CVS $F $LYFT $SPOT AstraZeneca ($AZN) Q4 (AM) S&P Global ($SPGI) Q4 (AM) BP ($BP) Q4 (AM) Marriott ($MAR) Q4 (AM) Datadog ($DDOG) Q4 (AM) 📅 Wednesday 🔥 $SHOP $APP $U $HUBS $CSCO $MCD T-Mobile"
X Link 2026-02-08T06:51Z [----] followers, [---] engagements
"🚨 Middle East Tensions Iran Responds Irans Foreign Minister Abbas Araghchi said Sunday that Tehran is unfazed by the growing U.S. military buildup in the Middle East. Key points Iran says it is not intimidated by increased U.S. troop and asset deployments Reaffirmed Iran will not abandon its nuclear program calling it a sovereign right Message to Washington: Iran is open to peace but prepared for conflict if forced 🧠 Why it matters Signals confidence or calculated defiance amid rising regional pressure Keeps the nuclear issue firmly at the center of U.S.Iran tensions Raises stakes for"
X Link 2026-02-08T09:15Z [----] followers, [--] engagements
"Summary of the key analyst moves in the AI sector this week anchored by the notable Microsoft downgrade: 🔎 [--]. Stifel downgrades Microsoft saying its time for a break Microsoft Corporation was cut from Buy to Hold by Stifel analyst Brad Reback. The price target was slashed from $540 to $392. Reback said Wall Street expectations for FY2027 are too optimistic noting cloud capacity constraints rising AI investment and intensifying competition (e.g. Google Cloud Anthropic) as reasons for the downgrade. He commented its time for a break given those pressures. 📉 [--]. MSFT stock fell on downgrade and"
X Link 2026-02-08T14:17Z [----] followers, [--] engagements
"KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS"
X Link 2026-02-08T14:24Z [----] followers, [--] engagements
"KKR & CO.S LEADERS SEE THEIR ACQUISITION OF ARCTOS PARTNERS AS KEY TO CAPITALIZING ON TWO GROWING BUSINESS LINES AND SOLIDIFY ITSELF AS THE DOMINANT INSTITUTIONAL SPORTS INVESTOR"
X Link 2026-02-08T15:16Z [----] followers, [--] engagements
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