#  @obienu59136 Emmanuel -Big tech and blue chip Lover Emmanuel -Big tech and blue chip Lover posts on X about ai, strong, 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 [------] +12% - [--] Month [-------] +58% ### Mentions: [---] [#](/creator/twitter::1974377077345247232/posts_active)  - [--] Week [---] +10% - [--] Month [-----] +27% ### Followers: [-----] [#](/creator/twitter::1974377077345247232/followers)  - [--] Week [-----] +0.72% - [--] Month [-----] +1.20% ### CreatorRank: [-------] [#](/creator/twitter::1974377077345247232/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 58.06% [finance](/list/finance) 40.21% [technology brands](/list/technology-brands) 27.03% [cryptocurrencies](/list/cryptocurrencies) 15.31% [countries](/list/countries) 6.13% [exchanges](/list/exchanges) 5.46% [automotive brands](/list/automotive-brands) 5.06% [financial services](/list/financial-services) 2.53% [currencies](/list/currencies) 2% [luxury brands](/list/luxury-brands) 1.46% **Social topic influence** [ai](/topic/ai) 16.11%, [strong](/topic/strong) 14.65%, [flow](/topic/flow) 7.59%, [cash flow](/topic/cash-flow) #663, [growth](/topic/growth) 5.86%, [crypto](/topic/crypto) 5.33%, [meta](/topic/meta) 5.19%, [core](/topic/core) 4.66%, [bitcoin](/topic/bitcoin) 4.66%, [q4](/topic/q4) #298 **Top accounts mentioned or mentioned by** [@time2ctruth2](/creator/undefined) [@1trueamerican](/creator/undefined) [@d40794074](/creator/undefined) [@chrissyhowell16](/creator/undefined) [@molly_radiant](/creator/undefined) [@hunterallen4](/creator/undefined) [@thegaboeth](/creator/undefined) [@emilysm43](/creator/undefined) [@thoresonlaurie](/creator/undefined) [@jessecoheninv](/creator/undefined) [@tiggordon](/creator/undefined) [@bigdoginc6](/creator/undefined) [@nashvilletodd](/creator/undefined) [@nashville_todd](/creator/undefined) [@duelk3](/creator/undefined) [@sciguy](/creator/undefined) [@jesse44964800](/creator/undefined) [@dan_nikas](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Cloudflare, Inc. (NET)](/topic/$net) [Iris Energy Limited (IREN)](/topic/$iren) [Solana (SOL)](/topic/solana) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Spotify Technology (SPOT)](/topic/$spot) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [CVS Health Corp (CVS)](/topic/cvs) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Orochi Network (ON)](/topic/$on) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Ethereum (ETH)](/topic/ethereum) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cardano (ADA)](/topic/cardano) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [monday.com Ltd. (MNDY)](/topic/$mndy) [Coca-Cola Co (KO)](/topic/$ko) [Datadog Inc (DDOG)](/topic/$ddog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Shopify Inc (SHOP)](/topic/$shop) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Coinbase Global Inc. (COIN)](/topic/coinbase) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Mario Coin (COIN)](/topic/$coin) [RAI Finance (SOFI)](/topic/$sofi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Apple, Inc. (AAPL)](/topic/$aapl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [AppLovin Corporation (APP)](/topic/$app) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Taiwan Semiconductor (TSM)](/topic/$tsm) ### Top Social Posts Top posts by engagements in the last [--] hours "🚨 Stock Movers Grouped by Sector Markets are rotating. Heres where the action is 👇 🛡 Cybersecurity $CRWD $PANW $FTNT $RBRK $NET" [X Link](https://x.com/obienu59136/status/2023198226367816063) 2026-02-16T00:50Z [----] followers, [--] engagements "@EmilySm43 Good Morning Lovely Emily Have a fab Monday" [X Link](https://x.com/anyuser/status/1987850853697400862) 2025-11-10T11:52Z [----] followers, [--] engagements "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 "Companies Reporting Before Open (4-12-20205) 06:50: Dollar General $DG 08:00: Kroger $KR 06:45: Build-A-Bear Workshop $BBW 06:30: Hormel Foods $HRL 04:00: UP Fintech Holding $TIGR 07:05: Science Applications International $SAIC 05:25: Canadian Imperial Bank of Commerce $CM 06:00: Donaldson $DCI 06:50: Genesco $GCO 06:00: TD Bank $TD 07:30: Americas CarMart $CRMT 06:00: BRP $DOOO https://twitter.com/i/web/status/1996479014739853546 https://twitter.com/i/web/status/1996479014739853546" [X Link](https://x.com/obienu59136/status/1996479014739853546) 2025-12-04T07:17Z [----] followers, [---] engagements "🔥 Key Stocks by Vertical [----] Edition 🗄 Data Storage $STX Seagate $WDC Western Digital $RBRK Rubrik 🤖 Artificial Intelligence (AI) $GOOGL Alphabet $AMZN Amazon $MSFT Microsoft $META Meta Platforms 📱 SuperApp $GRAB Grab Holdings" [X Link](https://x.com/obienu59136/status/2001692581604798848) 2025-12-18T16:34Z [----] followers, [---] engagements "📌 Summary Snapshot 📈 Revenue: $767M (2020) $3.9B TTM (2025) strong multi-year growth 📊 EBITDA: Sharply higher over [--] years strong operating leverage 🛡 Moat: Integrated commerce + software stack + vertical focus 📊 Analyst View: Moderate Buy consensus with significant upside on average https://twitter.com/i/web/status/2005652108469580280 https://twitter.com/i/web/status/2005652108469580280" [X Link](https://x.com/obienu59136/status/2005652108469580280) 2025-12-29T14:48Z [----] followers, [--] engagements "🧵 $ZETA AI MarTech Disruptor (Bull vs Bear) ⚡ Price / Mkt Cap: $24.4 $5.8B 🟢 Bull Case Marigold +$190M high-margin revenue [----] Rev $1.73B (+34% YoY) FCF $224M (+42%) Athena AI 87% time saved 6x ROAS Expanding Fortune [---] + global footprint Valuation 22x FCF bulls see 3540x $4050+ 🔴 Bear Case Marigold integration risk margin pressure GAAP losses persist (adj. metrics heavy) Crowded MarTech (Adobe Salesforce) Data/privacy/regulatory overhang 11% short interest skepticism Scenario Table Bull: $4050+ Base: $3035 Bear: $2225 Bottom Line 🎯 Volatile but asymmetric upside. CES + earnings = key" [X Link](https://x.com/obienu59136/status/2010146463037149499) 2026-01-11T00:27Z [----] followers, [---] engagements "Deutsche Bank Shipping Sector Highlights Favorite Tanker Plays: $INSW (International Seaways) $STNG (Scorpio Tankers) Preferred Dry Bulk Plays: $SBLK (Star Bulk Carriers) $GNK (Genco Shipping) Key Thesis: Geopolitical disruptions = bullish for tonne-mile demand. Longer less efficient trade routes more sailing distance higher vessel utilization Slower speeds or port delays reduce effective supply supports freight rates New normal of geopolitical disruption has historically supported both tanker and dry bulk sectors. Fleet growth offset: Even with expected net fleet growth this year and next" [X Link](https://x.com/obienu59136/status/2011422085155782715) 2026-01-14T12:56Z [----] followers, [--] engagements "Top [--] Semiconductor Companies (2026 estimates) in that style: [--] NVIDIA (NVDA) $4.0 T [--] TSMC (TSM) $1.35 T [--] Broadcom (AVGO) $1.22 T [--] Samsung Electronics (005930.KS) $475 B [--] ASML (ASML) $369 B [--] Micron Technology (MU) $290 B [--] SK Hynix (000660.KS) $263 B [--] AMD (AMD) $247 B [--] Qualcomm (QCOM) $175 B 🔟 Texas Instruments (TXN) $144 B https://twitter.com/i/web/status/2012337430620230031 https://twitter.com/i/web/status/2012337430620230031" [X Link](https://x.com/obienu59136/status/2012337430620230031) 2026-01-17T01:33Z [----] followers, [---] engagements "💻 Largest Semiconductor Companies by Market Cap [--] NVIDIA NVDA 💻 $4.0 T (Semiconductors / AI Chips) [--] TSMC TSM 💻 $1.35 T (Semiconductors / Foundry) [--] Broadcom AVGO 💻 $1.22 T (Semiconductors / Chips) [--] Samsung Electronics 005930.KS 💻 $475 B (Semiconductors / Memory) [--] ASML ASML 🖥 $369 B (Semiconductor Equipment / Lithography) [--] Micron Technology MU 💻 $290 B (Memory / Semiconductors) [--] SK Hynix 000660.KS 💻 $263 B (Memory / Semiconductors) [--] AMD AMD 💻 $247 B (Semiconductors / CPUs & GPUs) [--] Qualcomm QCOM 📱 $175 B (Mobile Chips / Semiconductors) 🔟 Texas Instruments TXN 💻 $144 B (Analog" [X Link](https://x.com/obienu59136/status/2012340993140404427) 2026-01-17T01:47Z [----] followers, [--] engagements "6/ Strategic & Venture Exposure (GV / CapitalG) Alphabet also has indirect exposure to: Anthropic (significant minority stake) SpaceX (early minority investment) Stripe Discord GitLab Planet Labs ($PL) Not core ownership but valuable optionality" [X Link](https://x.com/obienu59136/status/2012540904322580845) 2026-01-17T15:01Z [----] followers, [--] engagements "4/9 Memory (HBM & Storage) 💾 Memory HBM & Storage $MU High-bandwidth memory ramp for Blackwell & Rubin $SK Hynix Leading HBM supplier (critical for datacenter AI) $WDC Enterprise NAND storage ⚡ Theme 2026: Memory squeeze & HBM tailwinds. Reply: $MU or $Hynix bigger winner" [X Link](https://x.com/obienu59136/status/2013238077515305170) 2026-01-19T13:12Z [----] followers, [--] engagements "5/9 Packaging + Equipment 📦⚙ Packaging & Fab Equipment Packaging: $ASX $AMKR $ASE CoWoS advanced packaging booked solid Equipment: $KLAC $LRCX $ASML $KEYS $AMAT lithography & fab tools 🔥 Hot take: Advanced packaging bottleneck = hidden alpha for 2026" [X Link](https://x.com/obienu59136/status/2013238093382373600) 2026-01-19T13:12Z [----] followers, [---] engagements "🚨 EU Clears Universal Music ($UMG) $775M Acquisition of Downtown Music Conditional approval granted by the European Commission UMG agreed to divest Downtowns royalty services platform Curve to address antitrust concerns No additional remedies reportedly required 💡 Takeaway: Regulatory hurdle cleared paving the way for UMG to expand its publishing and rights services footprint in music. $UMG - UNIVERSAL MUSIC SHARES DOWN 0.52% PRE MARKET #UMG #MusicIndustry #Mergers #Antitrust #DowntownMusic #EU https://twitter.com/i/web/status/2013596196489646354" [X Link](https://x.com/obienu59136/status/2013596196489646354) 2026-01-20T12:55Z [----] 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 "🌎 Top [--] International Growth Stocks to Watch in [----] 🚀 [--] Semiconductor & Tech Backbone $ASML $TSM $ARM 💡 Core chips + fab tech powering AI cloud & digital infrastructure growth [--] E-commerce & Payments Growth $MELI $SE $BABA $ADYEN $GRAB $KSPI $NU $SHOP $WISE 💡 Capturing global consumer & fintech adoption trends [--] Productivity & SaaS Winners $MNDY Workflow & project mgmt $NBIS Enterprise software growth $IREN Energy Compute 🌍 Diversified international exposure = balanced growth + long runway https://twitter.com/i/web/status/2014795163248320707" [X Link](https://x.com/obienu59136/status/2014795163248320707) 2026-01-23T20:19Z [----] 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 "7/10 Market Upside $ASTS: Massive if it works potential but binary outcome. $RKLB: Steady growth potential more predictable revenue from launches & contracts" [X Link](https://x.com/obienu59136/status/2015194242105094232) 2026-01-24T22:45Z [----] followers, [---] engagements "8/10 🚀 Space Tech Showdown $ASTS vs $RKLB 🛰 $ASTS AST SpaceMobile Focus: Direct-to-phone satellite mobile network (space-based cellular) Market Cap: 💰 $41B Bull Case: First-mover in global satellite-to-phone connectivity Massive TAM (billions of phones worldwide) Partnerships with telecom giants If it works category-defining company Bear Case: Very high valuation for pre-scale revenue Heavy cash burn Execution & regulatory risk Any delay = volatility Upside Profile: 🌕🌕🌕🌕🌕 (Very High high risk) 🚀 $RKLB Rocket Lab Focus: Launch services + spacecraft manufacturing Market Cap: 💰 $49B" [X Link](https://x.com/obienu59136/status/2015194245691228408) 2026-01-24T22:45Z [----] 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 "Companies Reporting After Hours - 26.1.2026 16:00: $AGNC 16:00: Sanmina $SANM 16:05: Chemung Financial $CHMG 16:05: Enterprise Financial Services $EFSC 16:10: Graco $GGG 16:10: South Plains Financial $SPFI 16:10: W.R. Berkley $WRB 16:10: Alexandria Real Estate Equities $ARE 16:15: Crane $CR 16:15: Western Alliance $WAL 16:30: Brown & Brown $BRO 16:30: Nucor $NUE 16:30: Five Star Bancorp $FSBC 16:35: First Bank $FRBA 17:05: Agilysys $AGYS https://twitter.com/i/web/status/2015684175391592802 https://twitter.com/i/web/status/2015684175391592802" [X Link](https://x.com/obienu59136/status/2015684175391592802) 2026-01-26T07:12Z [----] followers, [---] engagements "🧵 THREAD: UnitedHealth Group ($UNH) Valuation After Guidance Miss & Medicare Advantage Shock 1/ 📉 Stock Pain Big Reaction UnitedHealth shares plunged roughly 20% after Q4 results showed a revenue miss and weak outlook for [----] marking one of the biggest singleday drops in years. Analysts noted the miss on revenue and cautious guidance as key drivers of the selloff. (Yahoo Finance) https://twitter.com/i/web/status/2016352673671360930 https://twitter.com/i/web/status/2016352673671360930" [X Link](https://x.com/obienu59136/status/2016352673671360930) 2026-01-28T03:28Z [----] followers, [--] engagements "💊 Top Healthcare Giants by Market Cap 🏥 [--] UnitedHealth (UNH) $256B 💰 [--] HCA Healthcare (HCA) $118B [--] McKesson (MCK) $104B [--] CVS Health (CVS) $91B [--] Elevance Health (ELV) $73B [--] Cigna (CI) $72B [--] Cencora (COR) $69B [--] Siemens Healthineers $58B [--] Cardinal Health (CAH) $51B 🔟 Medline (MDLN) $39B 🌍 Total of [---] healthcare companies = $1.592T 👀 UNH dominates but fast-growing insurers & health service firms are reshaping the industry. #Healthcare #UNH #CVS #Cigna #MedTech #HealthStocks #MarketCap http://SHL.DE https://twitter.com/i/web/status/2016353983736992011 http://SHL.DE" [X Link](https://x.com/obienu59136/status/2016353983736992011) 2026-01-28T03:33Z [----] followers, [--] engagements "💼 Nancy Pelosi Portfolio Moves Bought: 25K $AB [---] $VSNT Call options: $GOOGL $AMZN $AAPL $NVDA $TEM $VST Sold / Donated: 7.7K $GOOGL 28.2K $AAPL Donor Advised Fund 5K $PYPL 20K $AMZN 10K $DIS 20K $NVDA 45K $AAPL Exercised Options: 5K shares each: $GOOGL $AMZN $NVDA $TEM $VST 📈 Big reshuffling with heavy tech exposure. Options activity hints at bullish bets on $GOOGL $AMZN $NVDA. https://twitter.com/i/web/status/2016363853592867217 https://twitter.com/i/web/status/2016363853592867217" [X Link](https://x.com/obienu59136/status/2016363853592867217) 2026-01-28T04:12Z [----] 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 "Companies Reporting After Hours - 28.1.2026 16:00 Microsoft $MSFT 16:05 Lam Research $LRCX 16:05 Las Vegas Sands $LVS 16:05 Lending Club $LC 16:05 $META 16:05 Tesla $TSLA 16:05 Whirlpool $WHR 16:10 $IBM 16:10 ServiceNow $NOW 16:15 FICO $FICO 16:15 United Rentals $URI 16:15 Viavi Solutions $VIAV 16:30 $WM https://twitter.com/i/web/status/2016405864840626637 https://twitter.com/i/web/status/2016405864840626637" [X Link](https://x.com/obienu59136/status/2016405864840626637) 2026-01-28T06:59Z [----] followers, [---] engagements "🚀 Growth & Secular Themes (Selective) $PLTR Palantir Government & enterprise AI/analytics $STX Seagate Data storage demand $TEL TE Connectivity Industrial tech & connectors $TSM TSMC Leading semiconductor manufacturer" [X Link](https://x.com/obienu59136/status/2016411184149196835) 2026-01-28T07:21Z [----] 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 "🔼 Evercore ISI raises PT on $FFIV to $320 from $280 📈 Analyst: Amit Daryanani The beat was big and it wasnt a fluke. 📊 Q1 Results crushed expectations Revenue $822M vs $758M est EPS $4.45 vs $3.66 est Systems (hardware) +37% Y/Y 🔥 Software -8% Services +4% 🤖 Enterprise AI inflection is real AI-related customer wins in Q1 matched all of FY25 AI revenue now low double-digit millions up from single digits Mix improving between AI runtime security + data delivery 🖥 Hardware cycle stronger than expected Legacy systems (VIPRION iSeries) reaching EOL AI readiness driving capacity expansion not" [X Link](https://x.com/obienu59136/status/2016446794834595946) 2026-01-28T09:42Z [----] followers, [--] engagements "Halozyme ($HALO) guidance update: 📈 $HALO Outlook Boost [----] Revenue: $1.385B$1.40B Royalties: $865M$870M [----] Revenue: $1.71B$1.81B Royalties: $1.13B$1.17B [----] Adj. EBITDA: $1.125B$1.205B [----] Non-GAAP EPS: $7.75$8.25 💬 Strong growth expected from royalties and core business expansion. #Halozyme #HALO #Biotech #Guidance https://twitter.com/i/web/status/2016490010472567253 https://twitter.com/i/web/status/2016490010472567253" [X Link](https://x.com/obienu59136/status/2016490010472567253) 2026-01-28T12:34Z [----] 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 "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 "⚡ United Rentals $URI Q4 & FY25 Earnings + FY26 Outlook 🔹 Q4 [----] Revenue: $4.21B Rental Revenue: $3.58B Net Income: $653M Margin: 15.5% GAAP EPS: $10.27 Adjusted EPS: $11.09 Adjusted EBITDA: $1.901B Margin: 45.2% Fleet productivity: +0.5% QoQ 🔹 FY25 Net Cash from Ops: $5.19B Free Cash Flow: $2.18B Gross Rental CapEx: $4.19B Returned $2.36B to shareholders ($1.9B buybacks + $464M dividends) Year-end net leverage: 1.9x Total liquidity: $3.32B Fleet productivity: +2.2% YoY 🔹 FY26 Guidance & Capital Return New $5B share repurchase program Plans $1.5B repurchases in [----] Quarterly dividend" [X Link](https://x.com/obienu59136/status/2016636336305008902) 2026-01-28T22:15Z [----] followers, [---] engagements "Todays Key Events 29.1.2026 08:30: US Trade Balance 08:30: US Initial Jobless Claims 13:00: US 7-Year Auction Companies Reporting Before Open 01:00 STMicroelectronics $STM 02:00 Nokia $NOK 06:00 Thermo Fisher $TMO 06:00 Honeywell $HON 06:00 Dow $DOW 06:30 Caterpillar $CAT 06:30 Royal Caribbean $RCL 06:30 PulteGroup $PHM 06:30 Trane Technologies $TT 06:30 Valero $VLO 06:30 Lazard $LAZ 06:55 Tractor Supply $TSCO 06:55 L3Harris $LHX 07:00 Altria $MO 07:00 Nasdaq $NDAQ 07:00 Allegro MicroSystems $ALGM 07:00 Comcast $CMCSA 07:00 International Paper $IP 07:00 Oshkosh $OSK 07:00 Sherwin-Williams" [X Link](https://x.com/obienu59136/status/2016786267007021422) 2026-01-29T08:11Z [----] followers, [---] engagements "Companies Reporting Before Open - 29.1.2026 01:00 STMicroelectronics $STM 02:00 Nokia $NOK 06:00 Thermo Fisher $TMO 06:00 Honeywell $HON 06:00 Dow $DOW 06:30 Caterpillar $CAT 06:30 Royal Caribbean $RCL 06:30 PulteGroup $PHM 06:30 Trane Technologies $TT 06:30 Valero $VLO 06:30 Lazard $LAZ 06:55 Tractor Supply $TSCO 06:55 L3Harris $LHX 07:00 Altria $MO 07:00 Nasdaq $NDAQ 07:00 Allegro MicroSystems $ALGM 07:00 Comcast $CMCSA 07:00 International Paper $IP 07:00 Oshkosh $OSK 07:00 Sherwin-Williams $SHW 07:30 Lockheed Martin $LMT 07:30 Parker-Hannifin $PH 08:00 Mastercard $MA" [X Link](https://x.com/obienu59136/status/2016787055792062571) 2026-01-29T08:14Z [----] followers, [---] engagements "Companies Reporting After Hours - 29.1.2026 16:05 Visa $V 16:05 Western Digital $WDC 16:05 Deckers Brands $DECK 16:05 KLA $KLAC 16:05 SAP $SAP 16:05 Stryker $SYK 16:05 ResMed $RMD 16:05 Hartford Financial $HIG 16:05 Hologic $HOLX 16:05 Robert Half $RHI 16:05 Weyerhaeuser $WY 16:15 Arthur J. Gallagher $AJG 16:05 SanDisk $SNDK 16:30 Apple $AAPL https://twitter.com/i/web/status/2016787081456988366 https://twitter.com/i/web/status/2016787081456988366" [X Link](https://x.com/obienu59136/status/2016787081456988366) 2026-01-29T08:14Z [----] followers, [---] engagements "📅 Thursday Earnings Watch Tech / Consumer Electronics 🍏 AAPL SMSN SAP STM NEC Casio Fuji Electric Finance / Payments 💳 V LPLA AMP CFR ABCB CACC GPI Energy / Materials 🛢 SCCO VLO CNX VEDL EMN MTX Healthcare / Pharma 💊 ROG TMO BDX SAN RMD HOLX [----] Consumer / Retail 🛍 DECK SBH Insurance / Financial Services 🏦 FHI PMT PFSI Other / Miscellaneous ⚡ KLAC OSIS https://twitter.com/i/web/status/2016868372336525816 https://twitter.com/i/web/status/2016868372336525816" [X Link](https://x.com/obienu59136/status/2016868372336525816) 2026-01-29T13:37Z [----] followers, [---] engagements "💾 SanDisk ($SNDK) Q2 Earnings Massive Beat Topline Revenue: $3.03B vs $2.64B est ✅ Profitability EPS: $5.15 Adj. EPS: $6.20 vs $3.33 est ✅ Adj. Net Income: $967M vs $498M est ✅ Adj. Operating Income: $1.13B vs $633M est ✅ Adj. Gross Margin: 51.1% 🔮 Q3 Outlook Revenue: $4.4B $4.8B Adj. EPS: $12 $14 📊 Takeaway: Explosive earnings beat driven by data-center demand and strong margin expansion. Forward guidance implies sharp sequential acceleration. https://twitter.com/i/web/status/2016983755999891679 https://twitter.com/i/web/status/2016983755999891679" [X Link](https://x.com/obienu59136/status/2016983755999891679) 2026-01-29T21:16Z [----] followers, [--] engagements "Companies Reporting Before Open 30.1.2026 06:00 Air Products & Chemicals $APD 06:15 Chevron $CVX 06:30 $AON 06:30 Exxon Mobil $XOM 06:30 LyondellBasell Industries $LYB 06:30 Regeneron Pharmaceuticals $REGN 06:30 Verizon $VZ 06:55 Brookfield Renewable Partners $BEP 06:55 Church & Dwight $CHD 06:55 Colgate-Palmolive $CL 06:55 Gentex $GNTX 07:00 $SOFI 07:00 American Express $AXP 07:00 Charter Communications $CHTR 07:00 WisdomTree $WT 07:30 Canadian National Railway $CNI 07:30 Janus Henderson Group $JHG 08:00 First Hawaiian $FHB 08:30 Franklin Resources $BEN Before Open Autoliv $ALV" [X Link](https://x.com/obienu59136/status/2017147066162528377) 2026-01-30T08:05Z [----] 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: $13B 🤝 External Investors: Sequoia Capital DST Global Dragoneer 🔒 Status: Private discussions underway 📌 Comment: One of the largest funding rounds in autonomous vehicles strong vote of confidence for Waymo and Alphabets robotaxi ambitions. https://twitter.com/i/web/status/2017692778935775271 https://twitter.com/i/web/status/2017692778935775271" [X Link](https://x.com/obienu59136/status/2017692778935775271) 2026-01-31T20:13Z [----] followers, [--] engagements "🧵 Twitter Thread Google ($GOOGL) Bull Case 1/10 Hook 🚀 $GOOGL Bull Case: From Search King to Full-Stack AI + Cloud Powerhouse Google crushed [----] up 65% YTD. AI (Gemini) Cloud exploding ads resilient. Earnings Feb [--] expect fireworks. Deep dive with charts 👇📈 #GOOGL #AI #Alphabet (Attach: Stock chart [----] rally / AI ecosystem graphic) https://twitter.com/i/web/status/2018057782235132011 https://twitter.com/i/web/status/2018057782235132011" [X Link](https://x.com/obienu59136/status/2018057782235132011) 2026-02-01T20:24Z [----] 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 "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 https://twitter.com/i/web/status/2018244893982744868 https://twitter.com/i/web/status/2018244893982744868" [X Link](https://x.com/obienu59136/status/2018244893982744868) 2026-02-02T08:47Z [----] followers, [--] engagements "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 16:05: Kforce $KFRC 16:05: MGIC Investment $MTG 16:10: NXP Semiconductors $NXPI 16:15: Fabrinet $FN 16:15: Two Harbors Investment $TWO 16:15: Physicians Realty Trust $DOC 16:30: New Jersey Resources $NJR 17:00: Ashland $ASH 17:00: Teradyne $TER 19:00: Flexsteel Industries $FLXS https://twitter.com/i/web/status/2018244919312142637 https://twitter.com/i/web/status/2018244919312142637" [X Link](https://x.com/obienu59136/status/2018244919312142637) 2026-02-02T08:47Z [----] followers, [---] engagements "🐾 IDEXX Labs ($IDXX) Q4 & FY2025 Earnings 📅 Fourth Quarter 2025: Revenue: $1.091B (+14% reported / +12% organic) Companion Animal Group (CAG) +15% reported / +13% organic Water segment +12% reported / +10% organic EPS: $3.08 (+18% reported / +17% comparable) Operating margin expanded +150 bps reported / +120 bps comparable Drivers: 1900+ IDEXX inVue Dx placements; record instrument adoption; recurring CAG Diagnostics revenue 📅 Full Year 2025: Revenue: $4.304B (+10% reported & organic) CAG Diagnostics recurring revenue +9% reported / +8% organic EPS: $13.08 (+23% reported / +14% comparable)" [X Link](https://x.com/obienu59136/status/2018292049515057420) 2026-02-02T11:54Z [----] followers, [--] engagements "⚡ Aptiv ($APTV) Q4 & FY2025 Earnings 📅 Fourth Quarter 2025: Revenue: $5.2B (+5% YoY; +3% ex-currency & commodities) GAAP Net Income: $138M EPS: $0.64 GAAP / $1.86 adjusted Adjusted Operating Income: $607M; Adjusted EBITDA: $798M Cash from Operations: $818M 📅 Full Year 2025: Revenue: $20.4B (+3% YoY; +2% ex-currency & commodities) GAAP Net Income: $165M (includes $648M non-cash goodwill impairment) EPS: $0.75 GAAP / $7.82 adjusted Adjusted Operating Income: $2.461B; Adjusted EBITDA: $3.228B Cash from Operations: $2.185B 🧠 Takeaway: Aptiv delivered record annual revenue and adjusted earnings" [X Link](https://x.com/obienu59136/status/2018292943619076273) 2026-02-02T11:58Z [----] followers, [--] engagements "$APTV - APTIV SHARES UP 0.01% PRE MARKET" [X Link](https://x.com/obienu59136/status/2018292951655309577) 2026-02-02T11:58Z [----] followers, [--] engagements "🧠 Michael Burrys [--] potential acquisition targets for $GME: ADT home & commercial security recurring revenue Wayfair ($W) distressed valuation logistics + brand Assured Guaranty ($AGO) cash flows balance-sheet optionality 🧠 Why its interesting: Asset-heavy unloved cash-generative businesses classic Burry DNA. 🎯 Question: Strategic vision or pure contrarian value https://twitter.com/i/web/status/2018404353359618285 https://twitter.com/i/web/status/2018404353359618285" [X Link](https://x.com/obienu59136/status/2018404353359618285) 2026-02-02T19:21Z [----] followers, [---] engagements "$DVA Q4 & FY [----] RESULTS Headline take: DaVita delivered solid earnings strong cash flow and aggressive share repurchases while positioning the balance sheet for 2026.🔑 Q4 [----] HIGHLIGHTS 🔹 Revenue: $3.620B 🔹 Adj. diluted EPS: $3.40 🔹 Operating cash flow: $541M📊 FY [----] HIGHLIGHTS 🔹 Revenue: $13.643B 🔹 Adj. diluted EPS: $10.78 🔹 Free cash flow: $1.024B 🔹 Shares repurchased: 12.7M💰 CAPITAL & BALANCE SHEET 🔹 Refinanced Term Loan A-1 🔹 Issued 6.75% senior notes due [----] 🔹 Continued focus on debt management and capital returns📈 [----] OUTLOOK 🔹 Provided guidance for adjusted" [X Link](https://x.com/obienu59136/status/2018437451618894265) 2026-02-02T21:32Z [----] followers, [--] engagements "$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 "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 https://twitter.com/i/web/status/2018618873998615029 https://twitter.com/i/web/status/2018618873998615029" [X Link](https://x.com/obienu59136/status/2018618873998615029) 2026-02-03T09:33Z [----] followers, [---] engagements "Companies Reporting After Hours 3.2.2026 16:00: Lumentum Holdings $LITE 16:00: Amgen $AMGN 16:00: Lumen Technologies $LUMN 16:00: Cirrus Logic $CRUS 16:00: Skyworks Solutions $SWKS 16:00: Transcat $TRNS 16:00: Mercury Systems $MRCY 16:05: Supermicro $SMCI 16:05: Enphase Energy $ENPH 16:05: Take-Two Interactive Software $TTWO 16:05: Electronic Arts $EA 16:05: Mondelez International $MDLZ 16:05: Digital Turbine $APPS 16:05: H&R Block $HRB 16:05: Varonis Systems $VRNS 16:10: Chipotle Mexican Grill $CMG 16:10: Amcor $AMCR 16:10: Chubb $CB 16:10: Clorox $CLX 16:10: Match Group $MTCH 16:10:" [X Link](https://x.com/obienu59136/status/2018618985588080900) 2026-02-03T09:34Z [----] followers, [---] engagements "🌾 Archer-Daniels-Midland Q425 Earnings mixed 🔻 Revenue: $18.56B vs $21.03B est 🔴 🟢 EPS: $0.87 vs $0.80 est (cost control helped) 📉 FY26 guidance disappoints: EPS: $3.60$4.25 vs $4.24 est 🔴 📌 Takeaway: Margins held up in Q4 but top-line weakness + cautious FY26 outlook weighing on sentiment. Ag cycle still under pressure. $ADM - ARCHER DANIELS SHARES DOWN 5.42% PRE MARKET #ADM #Earnings #Agribusiness #Stocks #Markets https://twitter.com/i/web/status/2018644401514258542 https://twitter.com/i/web/status/2018644401514258542" [X Link](https://x.com/obienu59136/status/2018644401514258542) 2026-02-03T11:15Z [----] followers, [--] engagements "📊 Gartner Q4 & FY2025 Earnings slower profits strong capital return Q4 2025: Revenue: $1.8B (+2% YoY flat FX-neutral) Net income: $242M (-39% YoY) Adj. EBITDA: $436M (+5% YoY) Diluted EPS: $3.36 (-34%) Adj. EPS: $3.94 (-28%) FCF: $271M (-13%) 💸 Buyback authorization boosted by $500M (Jan 26) FY2025: Revenue: $6.5B (+4% YoY +3% FX-neutral) Net income: $0.7B (-42%) Adj. EBITDA: $1.6B (+4%) Adj. EPS: $13.17 (-7%) FCF: $1.2B (-15%) 🔄 $2.0B buybacks share count down 8% YoY 📌 Takeaway: Top-line growth remains steady and buybacks are aggressive but earnings and cash flow are under pressure as" [X Link](https://x.com/obienu59136/status/2018648638352695804) 2026-02-03T11:31Z [----] followers, [--] engagements "💊 Merck & Co. Q4 & FY2025 Earnings pipeline strength offsets mixed growth Q4 2025: Sales: $16.4B (+5% YoY +4% ex-FX) GAAP EPS: $1.19 Non-GAAP EPS: $2.04 (includes $0.05 charge for MK-8690 rights) KEYTRUDA/QLEX: $31.7B FY sales (+7% YoY) FY2025: Sales: $65.0B (+1% YoY +2% ex-FX) GAAP EPS: $7.28 Non-GAAP EPS: $8.98 (incl. $0.20 BD charges) Product highlights: WINREVAIR: $1.4B CAPVAXIVE: $759M GARDASIL: $5.2B (-39% YoY) ⚠ Animal Health: $6.4B (+8% YoY) 🧪 Pipeline momentum: Positive results from [--] Phase [--] trials in [----] FDA Priority Review vouchers for Enlicitide & Sac-TMT Acquisitions: Verona" [X Link](https://x.com/obienu59136/status/2018649443252281532) 2026-02-03T11:35Z [----] followers, [--] engagements "💧 Pentair Q4 & FY2025 margins cash flow dividends all shine Q4 2025: Sales: $1.02B (+5% YoY) Operating income: $205M (+5%) ROS: 20.1% (adj. 24.7% +90 bps) GAAP EPS: $0.98 (-1%) Adj. EPS: $1.18 (+9%) 🟢 Full Year 2025: Sales: $4.2B (+2% YoY) Operating income: $858M (+7%) ROS: 20.5% (+80 bps); adj. 25.2% (+170 bps) 🔥 GAAP EPS: $3.93 (+5%) Adj. EPS: $4.92 (+14%) Operating cash flow: $815M Free cash flow: $748M (both up YoY) 🔮 FY2026 guidance: GAAP EPS: $4.94$5.09 Adj. EPS: $5.25$5.40 🏆 Dividend milestone: [----] = 50th consecutive year of dividend increases 📌 Takeaway: Pentair continues to" [X Link](https://x.com/obienu59136/status/2018657144199901261) 2026-02-03T12:05Z [----] followers, [--] engagements "🖥 HP Inc. names Bruce Broussard Interim CEO outlook unchanged HP announced Bruce Broussard as Interim CEO and reaffirmed guidance easing investor nerves: 📌 Q1 outlook (unchanged): Adj. EPS: $0.73$0.81 (Street: $0.77) 📌 FY2026 outlook (unchanged): Adj. EPS: $2.90$3.20 (Street: $3.06) 🧠 Why it matters: Leadership transition without guidance cuts = stability signal Confirms confidence in demand cost controls and execution Removes near-term uncertainty around strategy 📈 Takeaway: CEO change but numbers hold. HP is telling the market: business as usual. #HPQ #Earnings #TechStocks #Leadership" [X Link](https://x.com/obienu59136/status/2018663906848227781) 2026-02-03T12:32Z [----] followers, [--] engagements "🚨🔼 JPMorgan upgrades SoFi entry point achieved SoFi Technologies ($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 "LUMEN TECCHNOLGIES Q4 [----] Revenue: $3.041B (down YoY) Adjusted EBITDA: $767M vs $1.052B last year Free Cash Flow: $765M (Q4 burn even excluding special items) Net income flipped from +$85M $2M EPS looks better only when excluding special items headline results are flat to negative. Full Year [----] Revenue: $12.402B (down YoY) Adjusted EBITDA: $3.360B vs $3.939B in [----] Free Cash Flow: $1.041B down from $1.386B Reported net loss: $1.739B (large impairment / special items impact) This confirms: the legacy decline is still overpowering growth for now." [X Link](https://x.com/obienu59136/status/2018794674794663952) 2026-02-03T21:12Z [----] 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: $3.0B Bottom line: Beat the quarter but FY26 growth outlook is conservative cash flow solid top-line momentum muted. https://twitter.com/i/web/status/2018798930163605665 https://twitter.com/i/web/status/2018798930163605665" [X Link](https://x.com/obienu59136/status/2018798930163605665) 2026-02-03T21:29Z [----] followers, [--] engagements "💊 Novo Nordisk shock [----] guidance flags obesity battle heating up ⚔ Competition intensifying across GLP-1s 📉 Growth visibility beyond [----] now less certain 🔥 What stands out: Signals pricing pressure and/or share defense ahead Implies higher spend on trials capacity or marketing Narrative shifts from runway to execution under competition Sets up sharper focus on data vs rivals (esp. Lilly)" [X Link](https://x.com/obienu59136/status/2018956100414902666) 2026-02-04T07:53Z [----] followers, [--] engagements "$NOV - NOVO SHARE PRICE RIGHT NOW WHEN WILL THIS ROT STOP ONE OF MY [--] MOST UNDERVALUED STOCK" [X Link](https://x.com/obienu59136/status/2018959851905257787) 2026-02-04T08:08Z [----] followers, [--] engagements "Companies Before Open - 4.2.2026 06:00: Bunge $BG 06:20: GE HealthCare $GEHC 06:30: Cognizant $CTSH 06:30: Cencora $COR 06:45: Eli Lilly $LLY 06:45: Brookfield Asset Management $BAM 06:45: Avery Dennison $AVY 06:45: Evercore $EVR 06:55: $UBER 06:55: Johnson Controls $JCI 06:55: Silgan Holdings $SLGN 07:00: CME Group $CME 07:00: CDW $CDW 07:00: Old Dominion Freight Line $ODFL 07:00: Phillips [--] $PSX 07:00: T. Rowe Price $TROW 07:00: Yum Brands $YUM 07:00: Equifax $EFX 07:50: AbbVie $ABBV https://twitter.com/i/web/status/2018973060892631348 https://twitter.com/i/web/status/2018973060892631348" [X Link](https://x.com/obienu59136/status/2018973060892631348) 2026-02-04T09:01Z [----] followers, [--] engagements "Companies Reporting After Hours - 4.2.2026 16:00: Alphabet $GOOGL 16:00: $PTC 16:00: Qualcomm $QCOM 16:00: FormFactor $FORM 16:05: $ARM 16:05: Crown Holdings $CCK 16:05: Fluence Energy $FLNC 16:05: Lantronix $LTRX 16:05: Tenable $TENB 16:05: e.l.f. Beauty $ELF 16:05: Coherent $COHR 16:05: $AMSC 16:10: Chubb $CB 16:10: Clorox $CLX 16:10: McKesson $MCK 16:10: $SNAP 16:15: Modine Manufacturing $MOD 16:15: Crown Castle International $CCI 16:15: EnerSys $ENS 16:15: MetLife $MET 16:20: O'Reilly Automotive $ORLY 16:35: WEX $WEX 17:45: NOV $NOV 18:00: Allstate $ALL" [X Link](https://x.com/obienu59136/status/2018973106321117257) 2026-02-04T09:01Z [----] followers, [---] engagements "EIA Crude Oil Inventories Actual -3.455M (Forecast -0.639M Previous -2.295M) EIA Gasoline Inventories Actual 0.685M (Forecast 0.755M Previous 0.223M) EIA Distillate Inventories Actual -5.553M (Forecast -1.081M Previous 0.329M) EIA Crude Cushing Inventories Actual -0.743M (Forecast - Previous -0.278M) https://twitter.com/i/web/status/2019071972605370787 https://twitter.com/i/web/status/2019071972605370787" [X Link](https://x.com/obienu59136/status/2019071972605370787) 2026-02-04T15:34Z [----] followers, [--] engagements "$GOOGL Alphabet Q4 [----] Earnings Revenue $113.83B est. $111.4B Revenue ex-TAC $97.23B est. $95.17B Operating income $35.93B est. $36.95B Google Services revenue $95.86B est. $94.9B Google Advertising revenue $82.28B est. $80.89B Google Search & Other revenue $63.07B est. $61.37B YouTube Ads revenue $11.38B est. $11.78B Google Cloud revenue $17.66B est. $16.2B Capex $91.45B est. $28.17B https://twitter.com/i/web/status/2019155228772204692 https://twitter.com/i/web/status/2019155228772204692" [X Link](https://x.com/obienu59136/status/2019155228772204692) 2026-02-04T21:04Z [----] followers, [---] engagements "Fluence Energy $FLNC Q1 FY2026 Earnings Summary Fluence Energy posted explosive top-line growth in Q1 FY26 but profitability remains the key investor concern. Q1 FY2026 Results (ended Dec [--] 2025) Revenue: $475.2M (+154.4% YoY) GAAP gross margin: 4.9% Adjusted gross margin: 5.6% Net loss: $62.6M Adjusted EBITDA: $(52.1)M Order intake: $750M Backlog: $5.5B (record) FY2026 Guidance (Reaffirmed) Revenue: $3.2B$3.6B (midpoint $3.4B) Adjusted EBITDA: $40M$60M (midpoint $50M) ARR target: $180M Liquidity: $1.1B total Includes $378.3M in revolver capacity Positives Triple-digit revenue growth" [X Link](https://x.com/obienu59136/status/2019157966952284301) 2026-02-04T21:15Z [----] followers, [---] engagements "Snap Inc. $SNAP Q4 & Full-Year [----] Earnings Summary Snap Inc. reported clear progress toward profitable growth highlighted by margin expansion stronger cash flow and the announcement of a $500M share repurchase program. Management Commentary CEO Evan Spiegel said Q4 marked an inflection from Snaps strategic pivot with improved financial efficiency while continuing to invest in augmented reality and the upcoming consumer launch of Specs. Full-Year [----] Financials Revenue: $5.93B (+11% YoY) Net loss: $(460)M (improved from $(698)M in 2024) Adjusted EBITDA: $689M (vs. $509M prior year)" [X Link](https://x.com/obienu59136/status/2019159852182823064) 2026-02-04T21:23Z [----] followers, [---] engagements "$ENS EnerSys Q3 FY2026 Earnings Summary EnerSys reported a mixed headline quarter with revenue slightly below expectations but strong underlying profitability and cash generation especially when excluding IRC 45X benefits. Q3 FY2026 Highlights Revenue: $919.1M vs $932.0M est. 🔴 (+1% YoY) Adj. EPS: $2.77 vs $2.72 est. 🟢 (11% YoY) Gross margin: 30.1% (280 bps YoY) Gross margin ex-45X: 26.3% (+170 bps YoY) Adj. EPS ex-45X: $1.84 (+50% YoY) Cash Flow & Balance Sheet Cash & equivalents: $450.1M Net debt: $743.3M Operating cash flow (Q3): $184.6M (vs $81.1M prior) Free cash flow (Q3): $171.3M (vs" [X Link](https://x.com/obienu59136/status/2019161187238195246) 2026-02-04T21:28Z [----] followers, [---] engagements "$SNAP Q4 [----] Earnings Summary Snap Inc. delivered a clear beat with improving profitability reinforcing managements pivot toward efficient growth. Q4 [----] Highlights Revenue: $1.716B vs $1.70B est. 🟢 (+10% YoY) EPS: $0.03 vs $0.03 est. 🟢 Gross margin: 59% (+200 bps YoY) Adj. EBITDA: $358M (+30% YoY) DAUs: 474M (+5% YoY) User & Monetization Metrics Global MAU: 946M (+6% YoY) Active advertisers: +28% YoY Snapchat+ subscribers: 24M (+71% YoY) Other revenue: $232M (+62% YoY) strong diversification Q1 [----] Guidance Revenue: $1.50B$1.53B (vs $1.54B est.) 🟡 Adj. EBITDA: $170M$190M (vs $177.9M" [X Link](https://x.com/obienu59136/status/2019162760429375531) 2026-02-04T21:34Z [----] followers, [---] engagements "$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 $1.19B est. 🔴 Takeaway The quarter underscores Kempers operational leverage: profitability improved materially even with softer revenue. Investors will focus on loss ratios pricing discipline and reserve development to assess whether this earnings strength is sustainable going forward. https://twitter.com/i/web/status/2019170537545912492 https://twitter.com/i/web/status/2019170537545912492" [X Link](https://x.com/obienu59136/status/2019170537545912492) 2026-02-04T22:05Z [----] followers, [--] engagements "$CPAY Corpay Q4 Earnings Summary Corpay delivered a clean beat-and-raise quarter topping expectations in Q4 and issuing strong FY2026 EPS guidance. Q4 Highlights EPS: $6.04 vs $5.93 est. 🟢 Revenue: $1.25B vs $1.23B est. 🟢 FY2026 Guidance EPS: $25.50$26.50 vs $24.71 est. 🟢 Revenue: $5.215B$5.315B vs $5.233B est. 🟡 Takeaway Corpay continues to show strong operating leverage and earnings durability. The raised EPS outlook suggests margin expansion and disciplined cost control even as revenue guidance stays roughly in line. This reinforces Corpays profile as a high-quality payments compounder" [X Link](https://x.com/obienu59136/status/2019171511622594626) 2026-02-04T22:09Z [----] followers, [--] engagements "Modine $MOD Q3 FY2026 Earnings Summary (Guidance Raised) Modine reported a very strong operating quarter driven by accelerating demand in Climate Solutions and data centers while GAAP results were distorted by a one-time non-cash pension charge. Q3 FY2026 Highlights Net sales: $805.0M (+31% YoY) Climate Solutions sales: +51% YoY Data center sales: +78% YoY Adjusted EBITDA: $119.6M (+37% YoY) One-Time Item $116.1M non-cash charge related to U.S. pension termination Drove a GAAP net loss of $46.8M ($(0.90)/share) Not reflective of core operating performance FY2026 Guidance (Raised) Net sales" [X Link](https://x.com/obienu59136/status/2019197769789911073) 2026-02-04T23:53Z [----] followers, [--] engagements "🧠 Michael Burrys [--] potential acquisition targets for $GME: ADT home & commercial security recurring revenue Wayfair ($W) distressed valuation logistics + brand Assured Guaranty ($AGO) cash flows balance-sheet optionality 🧠 Why its interesting: Asset-heavy unloved cash-generative businesses classic Burry DNA. 🎯 Question: Strategic vision or pure contrarian value https://twitter.com/i/web/status/2019342517104156936 https://twitter.com/i/web/status/2019342517104156936" [X Link](https://x.com/obienu59136/status/2019342517104156936) 2026-02-05T09:29Z [----] 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 "Todays Key Events (All EST) 5.2.2026 07:30: US Challenger Layoffs 08:30: US Initial Jobless Claim 10:00: US JOLTS Job Openings 10:50: Feds Bostic Companies Reporting Before Open - 5.2.2026 05:30: Linde $LIN 06:00: CIGNA $CI 06:30: CMS Energy $CMS 06:30: Snap-On $SNA 06:30: Thomson Reuters $TRI 06:45: Cardinal Health $CAH 06:45: Hershey $HSY 06:45: XPO Logistics $XPO 06:45: Tapestry $TPR 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 07:00: ConocoPhillips $COP 07:00: Blue Owl Capital $OWL 07:00: Rockwell Automation $ROK 07:00: IQVIA $IQV 07:00: WEC Energy Group $WEC 07:30: Cummins $CMI" [X Link](https://x.com/obienu59136/status/2019349670359662689) 2026-02-05T09:57Z [----] 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 "Snap-on Incorporated $SNA reported its Q4 and full-year [----] earnings today (February [--] 2026) posting modest top-line growth a slight EPS increase in Q4 and stable operating performance amid improving activity in critical industries. Results were mixed with low single-digit sales gains supported by organic growth and FX tailwinds. Q4 [----] Highlights - Net sales: $1231.9 million +2.8% YoY (organic +1.4%; +$15.6M from favorable FX) - Diluted EPS: $4.94 (up from $4.82 YoY) - Operating earnings before financial services: $265.2 million (flat YoY) margin 21.5% (down from 22.1%) - Financial" [X Link](https://x.com/obienu59136/status/2019376672747721182) 2026-02-05T11:44Z [----] 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 "🟢 $BMY Bristol Myers Squibb Q4 Earnings + [----] Outlook 💊 📊 Q4 Results Revenue $12.5B vs $12.28B est. 🟢 Adj. EPS $1.26 vs $1.12 est. 🟢 Adj. EPS includes $0.60 net impact from acquired IPR&D charges & licensing income 🔮 [----] Outlook (Above Street) Revenue $46.0B$47.5B vs $44.16B est. 🟢 Adj. EPS $6.05$6.35 vs $6.02 est. 🟢 Eliquis worldwide revenue growth: +10%15% 🔥 What stands out Clean beat on revenue & EPS despite heavy acquisition-related charges [----] guidance well ahead of consensus Eliquis remains a major growth engine not just a cash cow" [X Link](https://x.com/obienu59136/status/2019383029597192562) 2026-02-05T12:10Z [----] followers, [--] engagements "🟡 $OWL Blue Owl Capital Q425 Snapshot 🦉 📈 Fundraising strength $17B new commitments in Q4 $56B raised in FY25 AUM surpassed $300B milestone 🚀 💰 Dividend $0.225/share (Class A) Payable Mar [--] [----] Record Feb [--] 🔥 Takeaway Blue Owl Capital continues to scale rapidly with record fundraising and growing AUM supporting a durable fee-based earnings model. The dividend reinforces confidence in cash-flow visibility. https://twitter.com/i/web/status/2019391494768001142 https://twitter.com/i/web/status/2019391494768001142" [X Link](https://x.com/obienu59136/status/2019391494768001142) 2026-02-05T12:43Z [----] followers, [---] engagements "🟢 $WEC WEC Energy Group FY25 Results ⚡ 📊 FY [----] GAAP net income: $1.56B GAAP EPS: $4.81 Adj. EPS: $5.27 (+8% YoY) 🟢 Revenue: $9.8B (+$1.2B YoY) 🔮 Outlook [----] EPS guide: $5.51$5.61 (reaffirmed) Long-term EPS growth: 78% CAGR 💰 Dividend Quarterly dividend raised to $0.9525 +6.7% increase 23rd consecutive year of dividend growth 🏆 ⚠ One-offs / Headwinds $0.46/share charge tied to proposed Illinois QIP & UEA settlement FY GAAP EPS slightly down YoY Q4 GAAP EPS $0.97 vs $1.43 last year 🔥 Takeaway WEC Energy Group delivered steady regulated utility growth reaffirmed its earnings trajectory" [X Link](https://x.com/obienu59136/status/2019395478924792187) 2026-02-05T12:59Z [----] 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 "🟡 $PTON Peloton Q2 FY26 Earnings 🚴♂ 📊 Q2 FY26 Highlights Revenue $657M (3% YoY) Adj. EBITDA $81M (+39% YoY) 🟢 Gross margin 50.5% (+320 bps YoY) 🔥 GAAP net loss $39M 👥 Subscriptions Paid connected fitness subs: 2.661M (7% YoY) 🔴 🔮 FY26 Outlook (Improving) Adj. EBITDA raised to $450M$500M Free cash flow target: $275M 🔥 Takeaway Peloton continues its profitability pivot: margins and EBITDA are moving sharply higher even as revenue and subs remain under pressure. The story here is cash flow discipline and cost control not growthat least for now. Want this reframed as a turnaround vs." [X Link](https://x.com/obienu59136/status/2019399664437510427) 2026-02-05T13:16Z [----] followers, [--] engagements "Continuing Jobless Claims 1844K VS Est. 1850K" [X Link](https://x.com/obienu59136/status/2019403753858953677) 2026-02-05T13:32Z [----] 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 "🟢 $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 "🟡 $OTEX OpenText Q2 FY26 Earnings 📄 📊 Q2 FY26 Highlights Total revenue: $1.33B (0.6% YoY) 🔴 Cloud revenue: $478M (+3.4% YoY) 🟢 20th consecutive quarter of cloud organic growth ARR: $1.06B (+0.7% YoY) Adj. EBITDA: $491M (37.0% margin) GAAP EPS: $0.66 🔴 💰 Cash Flow & Capital Free cash flow: $279M in Q2 FY26 YTD FCF: $381M (+101% YoY) 🔥 Quarterly dividend: $0.275/share 🔁 Portfolio moves Completed eDOCS sale for $163M Announced Vertica divestiture for $150M 👔 Leadership Ayman Antoun named CEO effective April [--] [----] ⚠ Pressure points GAAP net income 27% YoY GAAP EPS 24% YoY Non-GAAP" [X Link](https://x.com/obienu59136/status/2019519975585988647) 2026-02-05T21:14Z [----] followers, [---] engagements "🟢 $VRSN VeriSign Q4 & FY25 Earnings 🌐 📊 Q4 [----] Revenue $425M (+7.5% YoY) Operating income $285M (vs $264M LY) Net income $206M EPS $2.23 (vs $2.00 LY) 🟢 📊 FY [----] Revenue $1.66B (+6.4% YoY) Operating income $1.12B Net income $826M EPS $8.81 (vs $8.00 in 2024) 🟢 💰 Cash & Capital Returns FY operating cash flow $1.09B Returned $1.1B to shareholders in [----] Share repurchases: $859M (3.4M shares) $1.08B remaining on buyback authorization (no expiration) Dividend raised 5.2% to $0.81/share (payable Feb 27) 🌍 Business Metrics 173.5M .com/.net domains (+2.6% YoY) Q4 net adds: +1.58M domains" [X Link](https://x.com/obienu59136/status/2019521109180444734) 2026-02-05T21:18Z [----] followers, [--] engagements "🟢 $BE Bloom Energy Q4 & FY25 Earnings ⚡ 🚀 FY [----] (Record Year) Revenue $2.02B (+37% YoY) Gross margin 29.0% (+160 bps YoY) Operating income: $72.8M (vs $22.9M in 24) Operating cash flow: $113.9M 2nd consecutive year of positive cash flow ✅ Product backlog $6B (2.5x YoY) Total backlog $20B 🤯 📊 Q4 [----] Revenue $777.7M (+36% YoY) Gross margin 30.8% Operating cash flow: $418.1M 💰 Service margin +1860 bps YoY (major turnaround) 🧠 Key Drivers Explosive demand from AI data centers Strong Commercial & Industrial adoption All products now 800V DCready (data-center optimized) ⚠ Watchouts Q4" [X Link](https://x.com/obienu59136/status/2019522624792203745) 2026-02-05T21:24Z [----] 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 "🚀 $TEAM Q2 FY26 Earnings Blowout Atlassian firing on all cylinders 👇 🟢 Revenue: $1.59B vs $1.21B est +23% YoY 🟢 Adj. EPS: $1.22 vs $0.73 est ☁ Cloud Revenue: $1.07B +26% YoY (first-ever $1B cloud quarter) 📦 RPO: $3.81B +44% YoY 🤖 Rovo: 5M+ monthly active users 🔮 Q3 Guide (Above Street) Revenue: $1.689B$1.697B vs $1.65B est Cloud Growth: +23% YoY Data Center Growth: +33.5% YoY Non-GAAP Op Margin: 27.5% Non-GAAP Gross Margin: 88% 📈 FY26 Outlook Total Revenue Growth: +22% YoY Cloud Growth: +24.3% YoY Non-GAAP Op Margin: 25.5% Gross Margin: 87% 💰 Financial Strength FCF: $168.5M (11%" [X Link](https://x.com/obienu59136/status/2019533182161547770) 2026-02-05T22:06Z [----] followers, [---] engagements "$BILL - BILL HOLDING UP 13.26%" [X Link](https://x.com/obienu59136/status/2019534951709044974) 2026-02-05T22:13Z [----] followers, [--] engagements "$DOCS - DOXIMITY SHARES DOWN 32%" [X Link](https://x.com/obienu59136/status/2019536072225804603) 2026-02-05T22:18Z [----] followers, [---] engagements "🛡 $ZS expands Zero Trust to the browser Zscaler acquired SquareX to bring Zero Trust security directly into standard browsers like Google Chrome and Microsoft Edge via lightweight extensions. Why it matters: 🔐 Secures BYOD & unmanaged devices 🧩 No separate enterprise browser 🚫 No full endpoint agent required ⚡ Faster deployment lower friction for users Big picture: Zscaler is pushing Zero Trust closer to the user session itself shrinking the attack surface right where work actually happens the browser. https://twitter.com/i/web/status/2019552473497690616" [X Link](https://x.com/obienu59136/status/2019552473497690616) 2026-02-05T23:23Z [----] followers, [---] engagements "Companies Reporting Before Open - 6.2.2026 06:00: Centene $CNC 06:00: Newell $NWL 06:00: Johnson Outdoors $JOUT 06:00: Proto Labs $PRLB 06:30: nVent $NVT 06:30: Graham $GHM 06:30: RXO $RXO 06:30: MarketAxess $MKTX 06:40: GrafTech $EAF 06:55: Under Armour $UAA 06:55: Philip Morris $PM 06:55: AutoNation $AN 07:00: Canopy $CGC 07:00: Roivant $ROIV 07:00: Virtus $VRTS 07:00: AerCap $AER 07:00: Carlyle $CG 07:00: Immunovant $IMVT 07:00: Ispire $ISPR 07:00: Piper Sandler $PIPR 07:30: Cboe $CBOE 07:30: Plains All American $PAA https://twitter.com/i/web/status/2019705130753441882" [X Link](https://x.com/obienu59136/status/2019705130753441882) 2026-02-06T09:30Z [----] followers, [---] engagements "🚨 Goldman Sachs Upgrades $VST to BUY 🚨 🔹 Rating: Buy (from Neutral) 🔹 Price Target: $205 (from $200) 🔹 Implied Upside: 45% 🔹 Analyst: Carly Davenport Why Goldman turned bullish 👇 Shares pulled back -12% YTD and -35% from ATH attractive entry Estimates raised after incorporating Meta PPA Potential 3%9% upside to [----] EBITDA if remaining nuclear output is contracted at similar pricing 🛡 Downside protection Current price ($142.5) implies $49/MWh future power price well below the $58/MWh forward average Market already pricing in conservative assumptions on power prices & PPAs 📉 Valuation" [X Link](https://x.com/obienu59136/status/2019709451138122104) 2026-02-06T09:47Z [----] 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 "🟡 $NWL Newell Brands Q4 & FY25 Quick Take 📉 Topline Q4 sales: $1.9B (2.7% YoY) FY25 sales: $7.2B (5.0% YoY) Core demand still soft categories under pressure 📈 Profitability (Underlying) Q4 Normalized EBITDA: $241M (+11.6% YoY) Q4 Normalized operating margin: 8.7% (+160 bps YoY) FY25 Normalized EBITDA: $882M (slightly down YoY) ⚠ GAAP noise Large non-cash impairment charges ($340M) Q4 GAAP EPS: ($0.75) vs ($0.13) last year Underlying profitability actually improved 🔮 [----] Outlook Net sales: -1% to +1% (sequential improvement) Core sales: -2% to flat Normalized EPS: $0.54$0.60 Operating" [X Link](https://x.com/obienu59136/status/2019729379706740805) 2026-02-06T11:06Z [----] 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 "Cboe Global Markets $CBOE Q4 and full-year [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Q4 [----] Highlights (Record Quarter) Net revenue: $671.1M +28% YoY Diluted EPS: $2.97 +60% YoY Options net revenue: $433.1M +34% YoY Growth driven by strong options trading volumes and pricing. 📈 Full-Year [----] Performance Diluted EPS: $10.42 +45% YoY Record revenue and earnings across multiple product lines Demonstrated strong operating leverage in a volatile trading environment 💰 Balance Sheet & Capital Cash & equivalents: $2.22B Total debt: $1.44B Share repurchases:" [X Link](https://x.com/obienu59136/status/2019754127706751051) 2026-02-06T12:44Z [----] followers, [--] engagements "Plains All American Pipeline - $PAGP Q4 and full-year [----] resultsand why Rhea-AI flags Moderate Impact / Negative Sentiment 👇 📊 Full-Year 2025: Headline Performance Net income (attributable to PAA): $1.435B (+86% YoY) Adjusted EBITDA (attributable to PAA): $2.833B Operating cash flow: $2.94B (+18% YoY) Q4 net income: $342M Q4 Adjusted EBITDA: $738M Strong full-year results reflect solid crude oil performance and disciplined operations. 🔼 What Investors Liked Cash Flow & Returns Annualized distribution increased by $0.15/unit (+10%) Payable Feb. [--] [----] Robust operating cash flow supports" [X Link](https://x.com/obienu59136/status/2019758109019828542) 2026-02-06T13:00Z [----] followers, [--] engagements "📈 Todays Move (Relief Rally) Bitcoin $66702 +6.36% Ether $1930 +5.90% Ripple +14.94% (day leader) Cardano +7.50% Solana +5.20% Broad-based rebound after hitting multi-month lows. 📉 Bigger Picture (Still Risk-Off) Weekly: BTC 22% ETH 29% SOL 31% Monthly: Most majors 35% to 40% YTD: BTC 25% ETH 35% SOL 35% YoY: Many alts down 50%70%+ This is a counter-trend bounce not a trend reversalyet. 🧠 Market Takeaway Crypto continues trading like high-beta equities ETF outflows + thin liquidity = fragile rallies Short-term relief but macro + risk sentiment still dominate" [X Link](https://x.com/obienu59136/status/2019761598609404241) 2026-02-06T13:14Z [----] 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 "WeRide $WRD and Uber $UBER announced an expansion of their strategic partnership to deploy at least [----] robotaxis across the Middle East. The deployment which will span Abu Dhabi Dubai and Riyadh is expected to be completed as soon as 2027" [X Link](https://x.com/obienu59136/status/2019781961552740480) 2026-02-06T14:35Z [----] followers, [---] engagements "Galaxy Digital $GLXY authorizes a $200M buyback of Class A shares with purchases via open market or private deals (incl. 10b5-1)" [X Link](https://x.com/obienu59136/status/2019789775394271648) 2026-02-06T15:06Z [----] followers, [---] engagements "🟠 Crypto Relief Rally 🟡 Bitcoin: $68104 8.6% 🔵 Ether: $1969 8.0% 🟣 XRP: 21.9% 🟢 Cardano: 10.6% 🟠 Solana: 7.3% 🔥 Whats happening: Broad short-covering + oversold bounce after multi-week selloff XRP ripping hardest as leverage flush reverses Majors catching up after deep weekly/monthly drawdowns 🧠 Big picture: This looks like a relief rally not a trend reversal. Weekly and monthly damage remains heavy (BTC 19% weekly ETH 27%). Crypto still trading like high-beta equities not a hedge. ⚠ Volatility remains extreme rallies likely fragile until liquidity and ETF flows stabilize." [X Link](https://x.com/obienu59136/status/2019793304922022001) 2026-02-06T15:20Z [----] followers, [--] engagements "U.S. Department of Justice probes Netflix ($NFLX) for potential anticompetitive conduct tied to its $72B bid for Warner Bros. Discoverys studios & HBO Max.A DOJ subpoena signals scrutiny over whether the deal could entrench market power or reduce competition.Regulators are also reviewing Paramount Globals rival bid and reassessing how past mergers affected competition and creative response: review is standard; expects approval; argues the deal is vertical and would lower consumer costs. http://talent.Netflix http://talent.Netflix" [X Link](https://x.com/obienu59136/status/2019883295333556462) 2026-02-06T21:17Z [----] followers, [--] engagements "U.S. Department of Justice probing whether Netflix ($NFLX) engaged in exclusionary conduct that could lead to monopoly power as it reviews potential bids for Warner Bros. Discovery assets. Market take: headline regulatory overhang; subpoenas raise deal-timing risk but not yet a thesis breaker unless DOJ escalates to a formal antitrust challenge. https://twitter.com/i/web/status/2019884555033874572 https://twitter.com/i/web/status/2019884555033874572" [X Link](https://x.com/obienu59136/status/2019884555033874572) 2026-02-06T21:23Z [----] 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 "The risk: $650B in AI capex puts ROI under a microscope. Markets will want revenue + margin proof not just scale. Amazon / Microsoft: AWS & Azure growth must re-accelerate Alphabet / Meta Platforms: AI must lift ad pricing + engagement Tesla: AI payoff more long-datedBig spend buys a moatbut the market will demand receipts. https://twitter.com/i/web/status/2019943954658025550 https://twitter.com/i/web/status/2019943954658025550" [X Link](https://x.com/obienu59136/status/2019943954658025550) 2026-02-07T01:19Z [----] followers, [--] engagements "Paramount Global is pushing to conclude the U.S. Department of Justice antitrust review of the Warner Bros. Discovery tender offer in the coming weeks sources tell **" [X Link](https://x.com/obienu59136/status/2019947060221424117) 2026-02-07T01:31Z [----] followers, [--] engagements "🔐 Cybersecurity & Infra Rip Higher 🛡 CrowdStrike ($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 "🏭 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 Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET" [X Link](https://x.com/obienu59136/status/2020155503293120556) 2026-02-07T15:19Z [----] followers, [---] engagements "💻 Semiconductors / Hardware $CRWV CoreWeave cloud & GPU acceleration platform $NVDA AI GPU leader powering datacenters & supercomputing $AMD CPUs & GPUs for AI gaming and enterprise $TSM Foundry leader advanced nodes & AI demand $AVGO High-performance chips for networking & connectivity $MU DRAM/NAND leverage from AI demand $NBIS Vertically integrated AI semiconductor play Theme: AI acceleration HPC & next-gen chips 🚀 https://twitter.com/i/web/status/2020156458118111584 https://twitter.com/i/web/status/2020156458118111584" [X Link](https://x.com/obienu59136/status/2020156458118111584) 2026-02-07T15:23Z [----] followers, [---] engagements "BIG EARNINGS WEEK AHEAD 💥 Feb [---] [----] 📅 Monday 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 Coca-Cola $KO 🥤 Q4 AM AstraZeneca $AZN 💊 Q4 AM S&P Global $SPGI 📊 Q4 AM BP $BP 🛢 Q4 AM CVS $CVS 💊 Q4 AM Marriott $MAR 🏨 Q4 AM Datadog $DDOG 🐶 Q4 AM Robinhood $HOOD 💸 Q4 PM Ford $F 🚙 Q4 PM 📅 Wednesday 🔥 Cisco $CSCO 🌐 Q2 PM T-Mobile $TMUS 📶 Q4 AM McDonalds $MCD 🍟 Q4 AM Shopify $SHOP 🛒 Q4 AM Siemens Energy Q1 PM TotalEnergies 🛢 Q4 Humana $HUM 🏥" [X Link](https://x.com/obienu59136/status/2020158303355998492) 2026-02-07T15:30Z [----] 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$21.5B (wide range = heavy investment) 🧠 What mattered Core retail demand held up revenue beat AWS growth + margins will drive sentiment Wide op-income range" [X Link](https://x.com/obienu59136/status/2020296031116603631) 2026-02-08T00:38Z [----] followers, [--] engagements "🤖 AI IS REBUILDING THE INTERNET 🧠 MEMORY the new foundation Micron Technology ($MU) SanDisk ($SNDK) Inference never pauses. Memory is becoming core infrastructure. 📡 DATA always on Planet Labs ($PL) Persistent AI requires continuous real-world data streams. ⚙ COMPUTE & INFERENCE demand engines Amazon ($AMZN) Tesla ($TSLA) Inference is everywhere: cloud edge cars robots. 🔌 CONNECTIVITY the bottleneck Broadcom ($AVGO) Marvell Technology ($MRVL) If data cant move fast AI stalls. 🛰 SPACE the transport layer Rocket Lab ($RKLB) AST SpaceMobile ($ASTS) Orbital logistics + global cellular extend" [X Link](https://x.com/obienu59136/status/2020299358256685074) 2026-02-08T00:51Z [----] 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 "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 "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 "📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and" [X Link](https://x.com/obienu59136/status/2020595693337846037) 2026-02-08T20:28Z [----] followers, [---] engagements "Super Bowl [--] is shaping up as *way* more than just football 🏈 Brands flooding a packed ad slate Bad Bunny headlining a history-making halftime show 🎤 Prediction markets buzzing on everything from commercials to halftime moments The Big Game is officially a full-blown culture + betting event. https://twitter.com/i/web/status/2020598571083370865 https://twitter.com/i/web/status/2020598571083370865" [X Link](https://x.com/obienu59136/status/2020598571083370865) 2026-02-08T20:40Z [----] followers, [---] engagements "🔥 Asia Daily Performance (Ranked) 🔥 Risk-On / High Momentum JP225 (Japan) 🟢 +3.58% Clear risk appetite strongest conviction TSI (Taiwan) 🟢 +2.65% Tech-led momentum aggressive buying CSI [---] (China) 🟢 +1.64% Institutions stepping in SHANGHAI [--] 🟢 +1.45% Large caps participating SHANGHAI Composite 🟢 +1.41% Broad market follow-through 🟡 Neutral / Controlled Risk CH50 🟡 +1.22% Participation without chase DSE Broad (Bangladesh) 🟡 +1.07% Steady accumulation JCI (Indonesia) 🟡 +0.90% Bounce but still cautious 🧊 Defensive / Lagging SENSEX (India) 🔵 +0.56% Consolidation not risk-seeking" [X Link](https://x.com/obienu59136/status/2020756258039456139) 2026-02-09T07:06Z [----] followers, [--] engagements "🤖 OpenAI denies rumors it scrapped a Super Bowl ad revealing an AI device. The viral leaked ad was fake according to the company. 📺 OpenAI did run a Super Bowl spot but it focused on software (AI tools) not hardware. 🧠 Takeaway: hype + fake leaks are running ahead of reality. No secret OpenAI device announcement yet. https://twitter.com/i/web/status/2020758903940583865 https://twitter.com/i/web/status/2020758903940583865" [X Link](https://x.com/obienu59136/status/2020758903940583865) 2026-02-09T07:17Z [----] followers, [--] engagements "💊 Innovent Biologics partners with Eli Lilly The deal strengthens cross-border biotech collaboration and boosts Innovents global reach while giving Lilly access to promising pipeline assets. 🧠 Takeaway: Big Pharma keeps shopping for innovation China biotech stays firmly on the radar. Want a more bullish deal-terms focused or investor angle version https://twitter.com/i/web/status/2020759714284339483 https://twitter.com/i/web/status/2020759714284339483" [X Link](https://x.com/obienu59136/status/2020759714284339483) 2026-02-09T07:20Z [----] followers, [--] engagements "🤖 Goldman Sachs teams up with Anthropic to build AI co-workers The digital agents are designed to automate complex tasks like accounting onboarding and compliance. 📈 Goal: boost productivity cut friction and scale high-skill work faster. 🧠 Takeaway: this isnt chatbots its AI moving into white-collar core functions. https://twitter.com/i/web/status/2020760392067080429 https://twitter.com/i/web/status/2020760392067080429" [X Link](https://x.com/obienu59136/status/2020760392067080429) 2026-02-09T07:23Z [----] followers, [--] engagements "Keir Starmer to meet Labour MPs after Morgan McSweeney quits as chief of staff The resignation follows backlash over Peter Mandelsons appointment exposing internal party tensions. 🧠 Takeaway: leadership reset mode Starmer moves to contain fallout and reassure MPs amid growing unease. https://twitter.com/i/web/status/2020762927226106356 https://twitter.com/i/web/status/2020762927226106356" [X Link](https://x.com/obienu59136/status/2020762927226106356) 2026-02-09T07:33Z [----] followers, [--] engagements "Keir Starmer must own his error when he meets Labour MPs says Andy McDonald The comment reflects growing pressure inside the party for Starmer to acknowledge missteps and take responsibility amid internal fallout. 🧠 Takeaway: this is about accountability not optics MPs want contrition before unity. https://twitter.com/i/web/status/2020763204029149651 https://twitter.com/i/web/status/2020763204029149651" [X Link](https://x.com/obienu59136/status/2020763204029149651) 2026-02-09T07:34Z [----] followers, [--] engagements "📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and" [X Link](https://x.com/obienu59136/status/2020763543994253777) 2026-02-09T07:35Z [----] followers, [---] engagements "💊 Novo Nordisk shares rise after Hims & Hers abandons its $49 weight-loss pill The move eases fears of low-cost competition in the obesity drug market. 📈 Investors see Novos GLP-1 franchise regaining pricing power. 🧠 Takeaway: cheap alternatives struggled incumbents still dominate in weight-loss meds. https://twitter.com/i/web/status/2020770746323132625 https://twitter.com/i/web/status/2020770746323132625" [X Link](https://x.com/obienu59136/status/2020770746323132625) 2026-02-09T08:04Z [----] followers, [--] engagements "💊 Hims & Hers drops plans for a knockoff of Novo Nordisks new Wegovy weight-loss pill The decision removes a potential low-cost challenger from the obesity drug market. 📈 Seen as a win for Novos GLP-1 franchise and its pricing power. 🧠 Takeaway: copycats are harder than expected branded incumbents still rule weight-loss meds. $HIMS - HIMS SHARES DOWN 16.20% PRE MARKET https://twitter.com/i/web/status/2020771297840496886 https://twitter.com/i/web/status/2020771297840496886" [X Link](https://x.com/obienu59136/status/2020771297840496886) 2026-02-09T08:06Z [----] followers, [--] engagements "UniCredit hikes profit outlook after stakes in rivals tax credits help [----] income UNICREDIT SHARES UP 2.84%" [X Link](https://x.com/obienu59136/status/2020772105332437288) 2026-02-09T08:09Z [----] followers, [--] engagements "🟡 Europe Daily % Move IT40: +1.03% ES35: +1.02% DE40: +0.91% FR40: +0.33% GB100: +0.32% NL25: +0.06% MOEX: -0.49% BIST 100: +1.4%" [X Link](https://x.com/obienu59136/status/2020772383196631516) 2026-02-09T08:10Z [----] followers, [--] engagements "🚨 NatWest Group has agreed to acquire Evelyn Partners for 2.7bn strengthening its wealth management arm. The deal adds scale in advice & investment services and supports NatWests strategy to grow fee-based income" [X Link](https://x.com/obienu59136/status/2020774006010572877) 2026-02-09T08:17Z [----] followers, [--] engagements "🚀 Plus500 is feeling confident. 💰 Strong [----] earnings beat expectations 📈 Management now says [----] should outperform market forecasts 🌍 Growth driven by higher-value clients product expansion & global diversification Bottom line: momentum is carrying into [----] and the outlook just got brighter. 👀📊 https://twitter.com/i/web/status/2020774308448989449 https://twitter.com/i/web/status/2020774308448989449" [X Link](https://x.com/obienu59136/status/2020774308448989449) 2026-02-09T08:18Z [----] followers, [--] engagements "🛠 Centrica has sold a bunch of non-core energy solutions businesses in Italy the Netherlands & Hungary plus its Panoramic Power unit for 80m 💡 Bosses say its part of a strategic refocus on core growth areas & innovation freeing up capital for bigger priorities like infrastructure & regulated energy assets. ➡ Streamlining the portfolio and recycling cash into bigger opportunities smart move. ⚡ https://twitter.com/i/web/status/2020774799606215139 https://twitter.com/i/web/status/2020774799606215139" [X Link](https://x.com/obienu59136/status/2020774799606215139) 2026-02-09T08:20Z [----] followers, [--] engagements "🔥 SUPER BOWL STATEMENT GAME 🔥 🏆 Seattle Seahawks DOMINATE the New England Patriots to win the Super Bowl 💪 Elite defense 🏃♂ Big-time rushing performance 📉 Patriots shut down for most of the night No drama. No doubt. Seattle in total control. Champions. 🦅🏈" [X Link](https://x.com/obienu59136/status/2020775095980208162) 2026-02-09T08:21Z [----] followers, [--] engagements "Strive Asset Management (ASST) stock price jumps after 1-for-20 reverse split what investors watch next" [X Link](https://x.com/obienu59136/status/2020785384607682680) 2026-02-09T09:02Z [----] followers, [--] engagements "EU REGULATORS CHARGE META PLATFORMS WITH BREACHING ANTITRUST RULES BY BLOCKING AI RIVALS FROM WHATSAPP" [X Link](https://x.com/obienu59136/status/2020788753858437409) 2026-02-09T09:15Z [----] followers, [--] engagements "EU's Ribera: Google is making an effort in talks with the commission. $GOOGL" [X Link](https://x.com/obienu59136/status/2020791706992410647) 2026-02-09T09:27Z [----] followers, [--] engagements "Key Events This Week: [--]. U.S. Retail Sales - Tuesday [--]. Robinhood $HOOD Earnings - Tuesday [--]. U.S. Jobs Report - Wednesday [--]. Cisco $CSCO Earnings - Wednesday [--]. Initial Jobless Claims - Thursday [--]. Coinbase $COIN Earnings - Thursday [--]. U.S. CPI Inflation - Friday $SPY $QQQ $VIX https://twitter.com/i/web/status/2020806360644903284 https://twitter.com/i/web/status/2020806360644903284" [X Link](https://x.com/obienu59136/status/2020806360644903284) 2026-02-09T10:25Z [----] followers, [---] engagements "Hyperscalers $MSFT $GOOGL $AMZN $ORCL" [X Link](https://x.com/obienu59136/status/2020807289427378268) 2026-02-09T10:29Z [----] followers, [--] engagements "Robotics / Power $IREN $TSLA $OKLO $GEV Semiconductors / Hardware $CRWV (CoreWeave) $NVDA $AMD $TSM $AVGO $MU $NBIS (Nebius) Cybersecurity $PANW $CRWD $ZS Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN Consumer Internet $SHOP $BABA $AAPL $META $BIDU $RBLX" [X Link](https://x.com/obienu59136/status/2020807343881986480) 2026-02-09T10:29Z [----] followers, [---] engagements "Semiconductors / Hardware $CRWV (CoreWeave) $NVDA $AMD $TSM $AVGO $MU $NBIS (Nebius)" [X Link](https://x.com/obienu59136/status/2020807393681063961) 2026-02-09T10:30Z [----] followers, [---] engagements "Cybersecurity $PANW $CRWD $ZS" [X Link](https://x.com/obienu59136/status/2020807445275095122) 2026-02-09T10:30Z [----] followers, [---] engagements "Consumer Internet $SHOP $BABA $AAPL $META $BIDU $RBLX" [X Link](https://x.com/obienu59136/status/2020807502674178287) 2026-02-09T10:30Z [----] followers, [--] engagements "Companies Reporting Before Open - 9.2.2026 B.O: Fiserv $FISV B.O: $BP 06:00: Cleveland-Cliffs $CLF 06:00: CNA Financial $CNA 06:00: Edgewell Personal Care $EPC 06:00: Spotify $SPOT 06:00: Axalta $AXTA 06:00: DuPont $DD 06:20: Ferrari $RACE 06:30: Apollo $APO 06:30: Becton Dickinson $BDX 06:30: CVS Health $CVS 06:30: Hasbro $HAS 06:30: Zimmer Biomet $ZBH 06:30: Dynatrace $DT 06:35: Aramark $ARMK 06:45: Sally Beauty $SBH 06:55: Coca-Cola $KO 07:00: monday. com $MNDY 07:00: Hain Celestial $HAIN 07:00: Datadog $DDOG 07:00: AstraZeneca $AZN 07:00: Marriott $MAR 07:00: Duke Energy $DUK 07:00:" [X Link](https://x.com/obienu59136/status/2020809585372606546) 2026-02-09T10:38Z [----] followers, [---] engagements "Today's Key Events 9.2.2026 11:00: NY Fed 1-Yr Inlfation Expectations 13:30: Fed's Waller 14:30: Fed's Miran 15:15: Fed's Bostic 17:00: Fed's Miran Companies Reporting Before Open - 9.2.2026 B.O: Fiserv $FISV B.O: $BP 06:00: Cleveland-Cliffs $CLF 06:00: CNA Financial $CNA 06:00: Edgewell Personal Care $EPC 06:00: Spotify $SPOT 06:00: Axalta $AXTA 06:00: DuPont $DD 06:20: Ferrari $RACE 06:30: Apollo $APO 06:30: Becton Dickinson $BDX 06:30: CVS Health $CVS 06:30: Hasbro $HAS 06:30: Zimmer Biomet $ZBH 06:30: Dynatrace $DT 06:35: Aramark $ARMK 06:45: Sally Beauty $SBH 06:55: Coca-Cola $KO 07:00:" [X Link](https://x.com/obienu59136/status/2020809886758502413) 2026-02-09T10:39Z [----] followers, [---] engagements "Companies Reporting After Hours - 9.2.2026 16:00: Amkor Technology $AMKR 16:05: Arch Capital $ACGL 16:05: Chegg $CHGG 16:05: ZoomInfo $GTM 16:05: Ichor Holdings $ICHR 16:15: Medpace $MEDP 16:15: Upwork $UPWK 16:30: Goodyear $GT AMC: onsemi $ON" [X Link](https://x.com/obienu59136/status/2020810162332700961) 2026-02-09T10:41Z [----] followers, [---] engagements "🚨 Roblox ($RBLX) Roth Capital upgrades to Buy 🎯 PT raised to $84 (from $78) 📈 Better-than-expected [----] bookings guidance 🔥 20%+ annual bookings growth outlook for years 🎮 Strong dev tools better games more engagement 💰 Valuation seen as attractive at current levels Bullish flywheel back in motion 👀 https://twitter.com/i/web/status/2020815197145821608 https://twitter.com/i/web/status/2020815197145821608" [X Link](https://x.com/obienu59136/status/2020815197145821608) 2026-02-09T11:01Z [----] followers, [--] engagements "📊 Cleveland-Cliffs Q4 & FY [----] What Actually Matters Cleveland-Cliffs Inc. delivered weak headline results but there are a few important under-the-surface improvements worth noting. 🔴 Headline: Still Loss-Making but Trending Better QoQ Q4 GAAP net loss: $235M (-$0.44/share) Much better than Q4 2024s -$434M Full-year GAAP net loss: $1.4B (-$2.91/share) Significantly worse than [----] Adjusted EBITDA 2025: $37M down sharply from $773M in [----] Market sentiment stays negative because full-year profitability collapsed no way around that. 🟡 The Quiet Improvement (Why This Wasnt a Disaster Print)" [X Link](https://x.com/obienu59136/status/2020816799432937955) 2026-02-09T11:07Z [----] followers, [--] engagements "Edgewell Personal Care Q1 FY2026 Simple Take Sold Feminine Care for $340M Sales up 2% Adjusted EBITDA positive Dividend maintained ($0.15) Loss this quarter (GAAP and adjusted) Margins down sharply Cash burn in Q1 Higher restructuring costs ($65M full-year) Bottom line: This was a transition quarter. Strategy improved numbers didnt. The stock likely stays range-bound until margins and cash flow improve. https://twitter.com/i/web/status/2020817885304615097 https://twitter.com/i/web/status/2020817885304615097" [X Link](https://x.com/obienu59136/status/2020817885304615097) 2026-02-09T11:11Z [----] followers, [--] engagements "UK PM Starmer's director of communications Tim Allan steps down - Guardian reporter" [X Link](https://x.com/obienu59136/status/2020819271450796404) 2026-02-09T11:17Z [----] followers, [---] engagements "BECTON DICKINSON $BDX Q1 FY2026 Revenue: $5.25B (+1.6% reported +0.4% FX-neutral) Reported diluted EPS: $1.34 (+28.8% YoY) Adjusted diluted EPS: $2.91 (-15.2% YoY) Life Sciences revenue: -8.3% YoY Outlook / Events Waters combination close: Feb [--] [----] (New BD) FY guidance: Revenue: low single-digit growth Adjusted diluted EPS: $12.35$12.65 https://twitter.com/i/web/status/2020824396370170335 https://twitter.com/i/web/status/2020824396370170335" [X Link](https://x.com/obienu59136/status/2020824396370170335) 2026-02-09T11:37Z [----] followers, [--] engagements "Waters Corporation $WAT Q4 Earnings Q4 [----] sales: $932M (+7% reported +6% constant currency) Q4 GAAP EPS: $3.77 (vs. $3.88 prior year) Q4 non-GAAP EPS: $4.53 (+10% YoY) FY [----] sales: $3165M (+7% YoY) FY [----] non-GAAP EPS: $13.13 (+11% YoY) FY [----] recurring revenue growth: +8% Acquired BD business contribution (2026): $3.0B [----] reported revenue guidance: $6.405$6.455B [----] non-GAAP EPS guidance: $14.30$14.50 Q1 [----] non-GAAP EPS growth: 0%4% https://twitter.com/i/web/status/2020826023160394220 https://twitter.com/i/web/status/2020826023160394220" [X Link](https://x.com/obienu59136/status/2020826023160394220) 2026-02-09T11:44Z [----] followers, [--] engagements "KEIR STARMER: 'WE GO WITH CONFIDENCE" [X Link](https://x.com/obienu59136/status/2020826139145707763) 2026-02-09T11:44Z [----] followers, [--] engagements "MARATHON PETROLEUM CORP: CITIGROUP RAISES TARGET PRICE TO $210 FROM $1821" [X Link](https://x.com/obienu59136/status/2020826513961300180) 2026-02-09T11:46Z [----] followers, [--] engagements "NOVO NORDISK - SEEKS COURT BAN ON HIMS & HERS SELLING UNAPPROVED DRUGS" [X Link](https://x.com/obienu59136/status/2020831048544972818) 2026-02-09T12:04Z [----] followers, [--] engagements "NOVO NORDISK TAKES LEGAL ACTION AGAINST HIMS & HERS TO PROTECT PATIENTS FROM UNSAFE KNOCK-OFF WEGOVY AND OZEMPIC" [X Link](https://x.com/obienu59136/status/2020831149183189170) 2026-02-09T12:04Z [----] followers, [--] engagements "NOVO NORDISK - FILES LAWSUIT AGAINST HIMS & HERS FOR PATENT INFRINGEMENT SEEKS COURT BAN ON HIMS SELLING UNAPPROVED DRUGS" [X Link](https://x.com/obienu59136/status/2020831201796444228) 2026-02-09T12:04Z [----] followers, [--] engagements "Totalenergies - $TTE signs 215-yr PPAs with $GOOGL 🟢 [--] GW solar for Texas data centers [--] TWh over contract life Projects: Wichita (805 MWp) + Mustang Creek (195 MWp) Construction starts Q2 [----] ☀" [X Link](https://x.com/obienu59136/status/2020835350701338889) 2026-02-09T12:21Z [----] followers, [--] engagements "META Bull Case [----] 🧵 (Fact-Checked Thread) 1/10 🚀 Meta Platforms ($META) bull case for [----] Stock $661 after post-earnings pullback. Q4 was strong ads are accelerating and AI is already improving monetization. Capex headlines scared the market but fundamentals remain solid. Thread 👇 https://twitter.com/i/web/status/2020845329122275551 https://twitter.com/i/web/status/2020845329122275551" [X Link](https://x.com/obienu59136/status/2020845329122275551) 2026-02-09T13:00Z [----] followers, [--] engagements "4/10 AI impact is already visible not just future hype Improved ad ranking & targeting Reels engagement continues to grow Internal efficiency gains from AI tools Meta is using AI first to strengthen its core business which is exactly what investors want to see" [X Link](https://x.com/obienu59136/status/2020845366241849383) 2026-02-09T13:00Z [----] followers, [--] engagements "5/10 Guidance points to momentum Q1 revenue guide: $53.556.5B (above prior consensus) Management expects operating income to grow over time even with higher spending This signals confidence that ads can fund AI investment. https://twitter.com/i/web/status/2020845376626917467 https://twitter.com/i/web/status/2020845376626917467" [X Link](https://x.com/obienu59136/status/2020845376626917467) 2026-02-09T13:00Z [----] followers, [--] engagements "7/10 Optional upside levers (early innings): WhatsApp business messaging monetization Threads ads rollout Continued AI-driven ad efficiency None need to fully hit for META to grow but they add long-term optionality" [X Link](https://x.com/obienu59136/status/2020845393400258570) 2026-02-09T13:01Z [----] followers, [--] engagements "10/10 Bottom line: META = global ad leader + massive user moat + AI improving the core business today. Short-term volatility long-term execution. Whats your $META target for end-2026 👇 Like/RT if youre watching this dip" [X Link](https://x.com/obienu59136/status/2020845415164264663) 2026-02-09T13:01Z [----] followers, [--] engagements "🧾 Needham on $HIMS 👇 Big shift from 2025: last years Super Bowl winner [----] retreat Hims & Hers Health halted sales of a compounded oral semaglutide after FDA scrutiny Issue escalated with HHS referring HIMS to the DOJ for potential violations Regulatory/legal outcome still unclear despite constructive conversations ⚠ Why it matters No oral GLP-1 = lost growth driver Ongoing FDA/DOJ action could threaten injectables revenue Elevated uncertainty keeps Needham on the sidelines Bottom line: too much regulatory risk for now. https://twitter.com/i/web/status/2020845950042882398" [X Link](https://x.com/obienu59136/status/2020845950042882398) 2026-02-09T13:03Z [----] followers, [---] engagements "🧾 Bond Market News $GOOGL -Alphabet kicks off a seven-part U.S. dollar bond sale tapping debt markets as investment-grade issuance picks up. Multi-tranche deal across the curve Likely aimed at general corporate purposes (flexibility liquidity refinancing) Highlights strong market access and balance-sheet confidence More details on pricing and maturities to follow 👀 https://twitter.com/i/web/status/2020847935248793622 https://twitter.com/i/web/status/2020847935248793622" [X Link](https://x.com/obienu59136/status/2020847935248793622) 2026-02-09T13:11Z [----] followers, [--] engagements "📉 $MU moving lower on competitive HBM headlines 👇 Samsung Electronics reportedly plans to start HBM4 mass production as early as this month HBM4 is for Nvidias next-gen AI platform Vera Rubin Samsung has cleared Nvidia qualification and secured orders (per Yonhap) Micron has guided to HBM4 ramp in Q2 [----] ⚠ Why it matters: Earlier Samsung ramp raises share-risk concerns for Micron in the high-margin HBM market pressuring the stock. https://twitter.com/i/web/status/2020848327604998408 https://twitter.com/i/web/status/2020848327604998408" [X Link](https://x.com/obienu59136/status/2020848327604998408) 2026-02-09T13:12Z [----] followers, [---] engagements "UBER - IN ADDITION UBER WILL INVEST $100 MILLION TO ACQUIRE A 15% STAKE IN GETIRS GROCERY RETAIL AND WATER DELIVERY BUSINESS" [X Link](https://x.com/obienu59136/status/2020848683198058816) 2026-02-09T13:14Z [----] followers, [--] engagements "FERRARI: FERRARILUCE IS ITS NEW FULL-ELECCTIC SPORTS CAR" [X Link](https://x.com/obienu59136/status/2020849665101459557) 2026-02-09T13:18Z [----] followers, [--] engagements "FERRARI: INTRODUCES INTERIOR INTERFACE OF NEW FERRARILUCE" [X Link](https://x.com/obienu59136/status/2020849722265604274) 2026-02-09T13:18Z [----] followers, [--] engagements "TIM SCOTT PENS LETTER TO SEC ON WARNER BROS. DISCOVERY NETFLIX DEAL NY TIMES DEALBOOK" [X Link](https://x.com/obienu59136/status/2020860831362097469) 2026-02-09T14:02Z [----] followers, [--] engagements "@Time2CTruth2 Good morning Melissa Hope your weekend was great Have a fab day and God bless you Thanks for yoru support" [X Link](https://x.com/obienu59136/status/2020884901436838240) 2026-02-09T15:38Z [----] followers, [--] engagements "🔴 Crypto Bleeds Lower (Feb 9) 🟠 Bitcoin: $69321 1.27% 🔵 Ether: $2054.82 1.53% 🟡 BNB: $631.10 1.72% 🟣 Solana: $85.38 1.75% 🔴 Cardano: $0.2667 1.27% 🟢 Ripple: $1.443 1.03% ⚫ Polkadot: $1.31 1.81% 🔺 Avalanche: $8.98 1.32% 🟪 Polygon: $0.09 2.83% 🔥 Whats happening Broad-based risk-off pressure across majors and alts Bitcoin and Ether both down 12% weekly confirming trend weakness Altcoins showing leveraged downside many down 3045% monthly XRP the lone green on the day but still heavy on higher timeframes Market structure remains defensive despite large-cap dominance 🧠 Big picture Crypto" [X Link](https://x.com/obienu59136/status/2020887862829363619) 2026-02-09T15:49Z [----] followers, [--] engagements "🟡 Metals Go Vertical (Feb 9) 🥇 Gold: $5056.82 1.78% 🥈 Silver: $82.40 5.67% 🥉 Copper: $5.93 0.84% 🏗 Steel (China): [----] 0.20% 🔋 Lithium (China): [------] 0.74% ⛏ Iron Ore (China): [-----] 0.07% ⚪ Platinum: $2111.4 0.57% 🔥 Whats happening Precious metals still leading the tape with silver showing aggressive upside momentum Gold pushing higher with strong weekly (+7.5%) and YTD (+16%) confirmation Silver extending its high-beta role big upside but unstable footing Copper grinding higher signaling resilience but no breakout energy China-linked materials mixed to weak stabilization not" [X Link](https://x.com/obienu59136/status/2020888027334156481) 2026-02-09T15:50Z [----] followers, [--] engagements "📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and" [X Link](https://x.com/obienu59136/status/2020888201716527232) 2026-02-09T15:51Z [----] followers, [---] engagements "NOVO NORDISK - ARE IN PROCESS OF RESPONDING TO FDA TO ADDRESS THEIR CONCERNS REGARDING WEGOVY PILL'S ADVERTISEMENT PRESENTATION" [X Link](https://x.com/obienu59136/status/2020904510558806198) 2026-02-09T16:55Z [----] followers, [--] engagements "NOVO NORDISK - CONFIRM THAT NOVO NORDISK RECEIVED AN UNTITLED LETTER FROM FDA CONCERNING A TELEVISION COMMERCIAL FOR WEGOVY PILL" [X Link](https://x.com/obienu59136/status/2020904581690012069) 2026-02-09T16:56Z [----] followers, [--] engagements "Bloomberg reported that Alphabet Inc. $GOOGL increased its US dollar bond sale to $20 billion on February [--] [----] after the offering attracted over $100 billion in total demand" [X Link](https://x.com/obienu59136/status/2020926657448771709) 2026-02-09T18:23Z [----] followers, [--] engagements "OPENAI: STARTING TEST ROLLOUT OF ADS IN CHATGPT TODAY FOR A SUBSET OF FREE AND GO USERS IN THE U.S" [X Link](https://x.com/obienu59136/status/2020944084597354789) 2026-02-09T19:33Z [----] followers, [--] engagements "Target cuts about [---] jobs in distribution centers and roles in regional offices - CNBC. $TGT" [X Link](https://x.com/obienu59136/status/2020956085264306559) 2026-02-09T20:20Z [----] followers, [--] engagements "Target to step up store staffing - CNBC. $TGT" [X Link](https://x.com/obienu59136/status/2020956143087124831) 2026-02-09T20:21Z [----] followers, [--] engagements "$IREN HERE SHE GOES" [X Link](https://x.com/obienu59136/status/2020962603548409923) 2026-02-09T20:46Z [----] 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 ai, strong, 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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- [--] Week [------] +12%
- [--] Month [-------] +58%
Mentions: [---] #
- [--] Week [---] +10%
- [--] Month [-----] +27%
Followers: [-----] #
- [--] Week [-----] +0.72%
- [--] Month [-----] +1.20%
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Social Influence
Social category influence stocks 58.06% finance 40.21% technology brands 27.03% cryptocurrencies 15.31% countries 6.13% exchanges 5.46% automotive brands 5.06% financial services 2.53% currencies 2% luxury brands 1.46%
Social topic influence ai 16.11%, strong 14.65%, flow 7.59%, cash flow #663, growth 5.86%, crypto 5.33%, meta 5.19%, core 4.66%, bitcoin 4.66%, q4 #298
Top accounts mentioned or mentioned by @time2ctruth2 @1trueamerican @d40794074 @chrissyhowell16 @molly_radiant @hunterallen4 @thegaboeth @emilysm43 @thoresonlaurie @jessecoheninv @tiggordon @bigdoginc6 @nashvilletodd @nashville_todd @duelk3 @sciguy @jesse44964800 @dan_nikas
Top assets mentioned Bitcoin (BTC) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Metadium (META) Cloudflare, Inc. (NET) Iris Energy Limited (IREN) Solana (SOL) Robinhood Markets, Inc. (HOOD) Spotify Technology (SPOT) Meta Platforms, Inc. (META) CVS Health Corp (CVS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Becton Dickinson and Co (BDX) Orochi Network (ON) Cleveland-Cliffs, Inc. (CLF) Opendoor Technologies Inc Common Stock (OPEN) Ethereum (ETH) Palo Alto Networks Inc (PANW) Microsoft Corp. (MSFT) Cardano (ADA) Upstart Holdings, Inc. (UPST) Oscar Health, Inc. (OSCR) monday.com Ltd. (MNDY) Coca-Cola Co (KO) Datadog Inc (DDOG) NVIDIA Corp. (NVDA) Micron Technology, Inc. (MU) Shopify Inc (SHOP) ON Semiconductor, Corp. (ON) Coinbase Global Inc. (COIN) CoreWeave, Inc (CRWV) Mario Coin (COIN) RAI Finance (SOFI) Tesla, Inc. (TSLA) Grab Holdings Limited Class A Ordinary Shares (GRAB) Broadcom, Inc. (AVGO) Applied Materials, Inc. (AMAT) Apple, Inc. (AAPL) Hims & Hers Health, Inc. (HIMS) AppLovin Corporation (APP) HUBSPOT, INC. (HUBS) Crowdstrike Holdings Inc (CRWD) Taiwan Semiconductor (TSM)
Top Social Posts
Top posts by engagements in the last [--] hours
"🚨 Stock Movers Grouped by Sector Markets are rotating. Heres where the action is 👇 🛡 Cybersecurity $CRWD $PANW $FTNT $RBRK $NET"
X Link 2026-02-16T00:50Z [----] followers, [--] engagements
"@EmilySm43 Good Morning Lovely Emily Have a fab Monday"
X Link 2025-11-10T11:52Z [----] followers, [--] engagements
"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
"Companies Reporting Before Open (4-12-20205) 06:50: Dollar General $DG 08:00: Kroger $KR 06:45: Build-A-Bear Workshop $BBW 06:30: Hormel Foods $HRL 04:00: UP Fintech Holding $TIGR 07:05: Science Applications International $SAIC 05:25: Canadian Imperial Bank of Commerce $CM 06:00: Donaldson $DCI 06:50: Genesco $GCO 06:00: TD Bank $TD 07:30: Americas CarMart $CRMT 06:00: BRP $DOOO https://twitter.com/i/web/status/1996479014739853546 https://twitter.com/i/web/status/1996479014739853546"
X Link 2025-12-04T07:17Z [----] followers, [---] engagements
"🔥 Key Stocks by Vertical [----] Edition 🗄 Data Storage $STX Seagate $WDC Western Digital $RBRK Rubrik 🤖 Artificial Intelligence (AI) $GOOGL Alphabet $AMZN Amazon $MSFT Microsoft $META Meta Platforms 📱 SuperApp $GRAB Grab Holdings"
X Link 2025-12-18T16:34Z [----] followers, [---] engagements
"📌 Summary Snapshot 📈 Revenue: $767M (2020) $3.9B TTM (2025) strong multi-year growth 📊 EBITDA: Sharply higher over [--] years strong operating leverage 🛡 Moat: Integrated commerce + software stack + vertical focus 📊 Analyst View: Moderate Buy consensus with significant upside on average https://twitter.com/i/web/status/2005652108469580280 https://twitter.com/i/web/status/2005652108469580280"
X Link 2025-12-29T14:48Z [----] followers, [--] engagements
"🧵 $ZETA AI MarTech Disruptor (Bull vs Bear) ⚡ Price / Mkt Cap: $24.4 $5.8B 🟢 Bull Case Marigold +$190M high-margin revenue [----] Rev $1.73B (+34% YoY) FCF $224M (+42%) Athena AI 87% time saved 6x ROAS Expanding Fortune [---] + global footprint Valuation 22x FCF bulls see 3540x $4050+ 🔴 Bear Case Marigold integration risk margin pressure GAAP losses persist (adj. metrics heavy) Crowded MarTech (Adobe Salesforce) Data/privacy/regulatory overhang 11% short interest skepticism Scenario Table Bull: $4050+ Base: $3035 Bear: $2225 Bottom Line 🎯 Volatile but asymmetric upside. CES + earnings = key"
X Link 2026-01-11T00:27Z [----] followers, [---] engagements
"Deutsche Bank Shipping Sector Highlights Favorite Tanker Plays: $INSW (International Seaways) $STNG (Scorpio Tankers) Preferred Dry Bulk Plays: $SBLK (Star Bulk Carriers) $GNK (Genco Shipping) Key Thesis: Geopolitical disruptions = bullish for tonne-mile demand. Longer less efficient trade routes more sailing distance higher vessel utilization Slower speeds or port delays reduce effective supply supports freight rates New normal of geopolitical disruption has historically supported both tanker and dry bulk sectors. Fleet growth offset: Even with expected net fleet growth this year and next"
X Link 2026-01-14T12:56Z [----] followers, [--] engagements
"Top [--] Semiconductor Companies (2026 estimates) in that style: [--] NVIDIA (NVDA) $4.0 T [--] TSMC (TSM) $1.35 T [--] Broadcom (AVGO) $1.22 T [--] Samsung Electronics (005930.KS) $475 B [--] ASML (ASML) $369 B [--] Micron Technology (MU) $290 B [--] SK Hynix (000660.KS) $263 B [--] AMD (AMD) $247 B [--] Qualcomm (QCOM) $175 B 🔟 Texas Instruments (TXN) $144 B https://twitter.com/i/web/status/2012337430620230031 https://twitter.com/i/web/status/2012337430620230031"
X Link 2026-01-17T01:33Z [----] followers, [---] engagements
"💻 Largest Semiconductor Companies by Market Cap [--] NVIDIA NVDA 💻 $4.0 T (Semiconductors / AI Chips) [--] TSMC TSM 💻 $1.35 T (Semiconductors / Foundry) [--] Broadcom AVGO 💻 $1.22 T (Semiconductors / Chips) [--] Samsung Electronics 005930.KS 💻 $475 B (Semiconductors / Memory) [--] ASML ASML 🖥 $369 B (Semiconductor Equipment / Lithography) [--] Micron Technology MU 💻 $290 B (Memory / Semiconductors) [--] SK Hynix 000660.KS 💻 $263 B (Memory / Semiconductors) [--] AMD AMD 💻 $247 B (Semiconductors / CPUs & GPUs) [--] Qualcomm QCOM 📱 $175 B (Mobile Chips / Semiconductors) 🔟 Texas Instruments TXN 💻 $144 B (Analog"
X Link 2026-01-17T01:47Z [----] followers, [--] engagements
"6/ Strategic & Venture Exposure (GV / CapitalG) Alphabet also has indirect exposure to: Anthropic (significant minority stake) SpaceX (early minority investment) Stripe Discord GitLab Planet Labs ($PL) Not core ownership but valuable optionality"
X Link 2026-01-17T15:01Z [----] followers, [--] engagements
"4/9 Memory (HBM & Storage) 💾 Memory HBM & Storage $MU High-bandwidth memory ramp for Blackwell & Rubin $SK Hynix Leading HBM supplier (critical for datacenter AI) $WDC Enterprise NAND storage ⚡ Theme 2026: Memory squeeze & HBM tailwinds. Reply: $MU or $Hynix bigger winner"
X Link 2026-01-19T13:12Z [----] followers, [--] engagements
"5/9 Packaging + Equipment 📦⚙ Packaging & Fab Equipment Packaging: $ASX $AMKR $ASE CoWoS advanced packaging booked solid Equipment: $KLAC $LRCX $ASML $KEYS $AMAT lithography & fab tools 🔥 Hot take: Advanced packaging bottleneck = hidden alpha for 2026"
X Link 2026-01-19T13:12Z [----] followers, [---] engagements
"🚨 EU Clears Universal Music ($UMG) $775M Acquisition of Downtown Music Conditional approval granted by the European Commission UMG agreed to divest Downtowns royalty services platform Curve to address antitrust concerns No additional remedies reportedly required 💡 Takeaway: Regulatory hurdle cleared paving the way for UMG to expand its publishing and rights services footprint in music. $UMG - UNIVERSAL MUSIC SHARES DOWN 0.52% PRE MARKET #UMG #MusicIndustry #Mergers #Antitrust #DowntownMusic #EU https://twitter.com/i/web/status/2013596196489646354"
X Link 2026-01-20T12:55Z [----] 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
"🌎 Top [--] International Growth Stocks to Watch in [----] 🚀 [--] Semiconductor & Tech Backbone $ASML $TSM $ARM 💡 Core chips + fab tech powering AI cloud & digital infrastructure growth [--] E-commerce & Payments Growth $MELI $SE $BABA $ADYEN $GRAB $KSPI $NU $SHOP $WISE 💡 Capturing global consumer & fintech adoption trends [--] Productivity & SaaS Winners $MNDY Workflow & project mgmt $NBIS Enterprise software growth $IREN Energy Compute 🌍 Diversified international exposure = balanced growth + long runway https://twitter.com/i/web/status/2014795163248320707"
X Link 2026-01-23T20:19Z [----] 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
"7/10 Market Upside $ASTS: Massive if it works potential but binary outcome. $RKLB: Steady growth potential more predictable revenue from launches & contracts"
X Link 2026-01-24T22:45Z [----] followers, [---] engagements
"8/10 🚀 Space Tech Showdown $ASTS vs $RKLB 🛰 $ASTS AST SpaceMobile Focus: Direct-to-phone satellite mobile network (space-based cellular) Market Cap: 💰 $41B Bull Case: First-mover in global satellite-to-phone connectivity Massive TAM (billions of phones worldwide) Partnerships with telecom giants If it works category-defining company Bear Case: Very high valuation for pre-scale revenue Heavy cash burn Execution & regulatory risk Any delay = volatility Upside Profile: 🌕🌕🌕🌕🌕 (Very High high risk) 🚀 $RKLB Rocket Lab Focus: Launch services + spacecraft manufacturing Market Cap: 💰 $49B"
X Link 2026-01-24T22:45Z [----] 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
"Companies Reporting After Hours - 26.1.2026 16:00: $AGNC 16:00: Sanmina $SANM 16:05: Chemung Financial $CHMG 16:05: Enterprise Financial Services $EFSC 16:10: Graco $GGG 16:10: South Plains Financial $SPFI 16:10: W.R. Berkley $WRB 16:10: Alexandria Real Estate Equities $ARE 16:15: Crane $CR 16:15: Western Alliance $WAL 16:30: Brown & Brown $BRO 16:30: Nucor $NUE 16:30: Five Star Bancorp $FSBC 16:35: First Bank $FRBA 17:05: Agilysys $AGYS https://twitter.com/i/web/status/2015684175391592802 https://twitter.com/i/web/status/2015684175391592802"
X Link 2026-01-26T07:12Z [----] followers, [---] engagements
"🧵 THREAD: UnitedHealth Group ($UNH) Valuation After Guidance Miss & Medicare Advantage Shock 1/ 📉 Stock Pain Big Reaction UnitedHealth shares plunged roughly 20% after Q4 results showed a revenue miss and weak outlook for [----] marking one of the biggest singleday drops in years. Analysts noted the miss on revenue and cautious guidance as key drivers of the selloff. (Yahoo Finance) https://twitter.com/i/web/status/2016352673671360930 https://twitter.com/i/web/status/2016352673671360930"
X Link 2026-01-28T03:28Z [----] followers, [--] engagements
"💊 Top Healthcare Giants by Market Cap 🏥 [--] UnitedHealth (UNH) $256B 💰 [--] HCA Healthcare (HCA) $118B [--] McKesson (MCK) $104B [--] CVS Health (CVS) $91B [--] Elevance Health (ELV) $73B [--] Cigna (CI) $72B [--] Cencora (COR) $69B [--] Siemens Healthineers $58B [--] Cardinal Health (CAH) $51B 🔟 Medline (MDLN) $39B 🌍 Total of [---] healthcare companies = $1.592T 👀 UNH dominates but fast-growing insurers & health service firms are reshaping the industry. #Healthcare #UNH #CVS #Cigna #MedTech #HealthStocks #MarketCap http://SHL.DE https://twitter.com/i/web/status/2016353983736992011 http://SHL.DE"
X Link 2026-01-28T03:33Z [----] followers, [--] engagements
"💼 Nancy Pelosi Portfolio Moves Bought: 25K $AB [---] $VSNT Call options: $GOOGL $AMZN $AAPL $NVDA $TEM $VST Sold / Donated: 7.7K $GOOGL 28.2K $AAPL Donor Advised Fund 5K $PYPL 20K $AMZN 10K $DIS 20K $NVDA 45K $AAPL Exercised Options: 5K shares each: $GOOGL $AMZN $NVDA $TEM $VST 📈 Big reshuffling with heavy tech exposure. Options activity hints at bullish bets on $GOOGL $AMZN $NVDA. https://twitter.com/i/web/status/2016363853592867217 https://twitter.com/i/web/status/2016363853592867217"
X Link 2026-01-28T04:12Z [----] 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
"Companies Reporting After Hours - 28.1.2026 16:00 Microsoft $MSFT 16:05 Lam Research $LRCX 16:05 Las Vegas Sands $LVS 16:05 Lending Club $LC 16:05 $META 16:05 Tesla $TSLA 16:05 Whirlpool $WHR 16:10 $IBM 16:10 ServiceNow $NOW 16:15 FICO $FICO 16:15 United Rentals $URI 16:15 Viavi Solutions $VIAV 16:30 $WM https://twitter.com/i/web/status/2016405864840626637 https://twitter.com/i/web/status/2016405864840626637"
X Link 2026-01-28T06:59Z [----] followers, [---] engagements
"🚀 Growth & Secular Themes (Selective) $PLTR Palantir Government & enterprise AI/analytics $STX Seagate Data storage demand $TEL TE Connectivity Industrial tech & connectors $TSM TSMC Leading semiconductor manufacturer"
X Link 2026-01-28T07:21Z [----] 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
"🔼 Evercore ISI raises PT on $FFIV to $320 from $280 📈 Analyst: Amit Daryanani The beat was big and it wasnt a fluke. 📊 Q1 Results crushed expectations Revenue $822M vs $758M est EPS $4.45 vs $3.66 est Systems (hardware) +37% Y/Y 🔥 Software -8% Services +4% 🤖 Enterprise AI inflection is real AI-related customer wins in Q1 matched all of FY25 AI revenue now low double-digit millions up from single digits Mix improving between AI runtime security + data delivery 🖥 Hardware cycle stronger than expected Legacy systems (VIPRION iSeries) reaching EOL AI readiness driving capacity expansion not"
X Link 2026-01-28T09:42Z [----] followers, [--] engagements
"Halozyme ($HALO) guidance update: 📈 $HALO Outlook Boost [----] Revenue: $1.385B$1.40B Royalties: $865M$870M [----] Revenue: $1.71B$1.81B Royalties: $1.13B$1.17B [----] Adj. EBITDA: $1.125B$1.205B [----] Non-GAAP EPS: $7.75$8.25 💬 Strong growth expected from royalties and core business expansion. #Halozyme #HALO #Biotech #Guidance https://twitter.com/i/web/status/2016490010472567253 https://twitter.com/i/web/status/2016490010472567253"
X Link 2026-01-28T12:34Z [----] followers, [---] engagements
"🚀 Why Zeta Global (ZETA) Could Be the Next Big AI Marketing Stock"
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
"⚡ United Rentals $URI Q4 & FY25 Earnings + FY26 Outlook 🔹 Q4 [----] Revenue: $4.21B Rental Revenue: $3.58B Net Income: $653M Margin: 15.5% GAAP EPS: $10.27 Adjusted EPS: $11.09 Adjusted EBITDA: $1.901B Margin: 45.2% Fleet productivity: +0.5% QoQ 🔹 FY25 Net Cash from Ops: $5.19B Free Cash Flow: $2.18B Gross Rental CapEx: $4.19B Returned $2.36B to shareholders ($1.9B buybacks + $464M dividends) Year-end net leverage: 1.9x Total liquidity: $3.32B Fleet productivity: +2.2% YoY 🔹 FY26 Guidance & Capital Return New $5B share repurchase program Plans $1.5B repurchases in [----] Quarterly dividend"
X Link 2026-01-28T22:15Z [----] followers, [---] engagements
"Todays Key Events 29.1.2026 08:30: US Trade Balance 08:30: US Initial Jobless Claims 13:00: US 7-Year Auction Companies Reporting Before Open 01:00 STMicroelectronics $STM 02:00 Nokia $NOK 06:00 Thermo Fisher $TMO 06:00 Honeywell $HON 06:00 Dow $DOW 06:30 Caterpillar $CAT 06:30 Royal Caribbean $RCL 06:30 PulteGroup $PHM 06:30 Trane Technologies $TT 06:30 Valero $VLO 06:30 Lazard $LAZ 06:55 Tractor Supply $TSCO 06:55 L3Harris $LHX 07:00 Altria $MO 07:00 Nasdaq $NDAQ 07:00 Allegro MicroSystems $ALGM 07:00 Comcast $CMCSA 07:00 International Paper $IP 07:00 Oshkosh $OSK 07:00 Sherwin-Williams"
X Link 2026-01-29T08:11Z [----] followers, [---] engagements
"Companies Reporting Before Open - 29.1.2026 01:00 STMicroelectronics $STM 02:00 Nokia $NOK 06:00 Thermo Fisher $TMO 06:00 Honeywell $HON 06:00 Dow $DOW 06:30 Caterpillar $CAT 06:30 Royal Caribbean $RCL 06:30 PulteGroup $PHM 06:30 Trane Technologies $TT 06:30 Valero $VLO 06:30 Lazard $LAZ 06:55 Tractor Supply $TSCO 06:55 L3Harris $LHX 07:00 Altria $MO 07:00 Nasdaq $NDAQ 07:00 Allegro MicroSystems $ALGM 07:00 Comcast $CMCSA 07:00 International Paper $IP 07:00 Oshkosh $OSK 07:00 Sherwin-Williams $SHW 07:30 Lockheed Martin $LMT 07:30 Parker-Hannifin $PH 08:00 Mastercard $MA"
X Link 2026-01-29T08:14Z [----] followers, [---] engagements
"Companies Reporting After Hours - 29.1.2026 16:05 Visa $V 16:05 Western Digital $WDC 16:05 Deckers Brands $DECK 16:05 KLA $KLAC 16:05 SAP $SAP 16:05 Stryker $SYK 16:05 ResMed $RMD 16:05 Hartford Financial $HIG 16:05 Hologic $HOLX 16:05 Robert Half $RHI 16:05 Weyerhaeuser $WY 16:15 Arthur J. Gallagher $AJG 16:05 SanDisk $SNDK 16:30 Apple $AAPL https://twitter.com/i/web/status/2016787081456988366 https://twitter.com/i/web/status/2016787081456988366"
X Link 2026-01-29T08:14Z [----] followers, [---] engagements
"📅 Thursday Earnings Watch Tech / Consumer Electronics 🍏 AAPL SMSN SAP STM NEC Casio Fuji Electric Finance / Payments 💳 V LPLA AMP CFR ABCB CACC GPI Energy / Materials 🛢 SCCO VLO CNX VEDL EMN MTX Healthcare / Pharma 💊 ROG TMO BDX SAN RMD HOLX [----] Consumer / Retail 🛍 DECK SBH Insurance / Financial Services 🏦 FHI PMT PFSI Other / Miscellaneous ⚡ KLAC OSIS https://twitter.com/i/web/status/2016868372336525816 https://twitter.com/i/web/status/2016868372336525816"
X Link 2026-01-29T13:37Z [----] followers, [---] engagements
"💾 SanDisk ($SNDK) Q2 Earnings Massive Beat Topline Revenue: $3.03B vs $2.64B est ✅ Profitability EPS: $5.15 Adj. EPS: $6.20 vs $3.33 est ✅ Adj. Net Income: $967M vs $498M est ✅ Adj. Operating Income: $1.13B vs $633M est ✅ Adj. Gross Margin: 51.1% 🔮 Q3 Outlook Revenue: $4.4B $4.8B Adj. EPS: $12 $14 📊 Takeaway: Explosive earnings beat driven by data-center demand and strong margin expansion. Forward guidance implies sharp sequential acceleration. https://twitter.com/i/web/status/2016983755999891679 https://twitter.com/i/web/status/2016983755999891679"
X Link 2026-01-29T21:16Z [----] followers, [--] engagements
"Companies Reporting Before Open 30.1.2026 06:00 Air Products & Chemicals $APD 06:15 Chevron $CVX 06:30 $AON 06:30 Exxon Mobil $XOM 06:30 LyondellBasell Industries $LYB 06:30 Regeneron Pharmaceuticals $REGN 06:30 Verizon $VZ 06:55 Brookfield Renewable Partners $BEP 06:55 Church & Dwight $CHD 06:55 Colgate-Palmolive $CL 06:55 Gentex $GNTX 07:00 $SOFI 07:00 American Express $AXP 07:00 Charter Communications $CHTR 07:00 WisdomTree $WT 07:30 Canadian National Railway $CNI 07:30 Janus Henderson Group $JHG 08:00 First Hawaiian $FHB 08:30 Franklin Resources $BEN Before Open Autoliv $ALV"
X Link 2026-01-30T08:05Z [----] 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: $13B 🤝 External Investors: Sequoia Capital DST Global Dragoneer 🔒 Status: Private discussions underway 📌 Comment: One of the largest funding rounds in autonomous vehicles strong vote of confidence for Waymo and Alphabets robotaxi ambitions. https://twitter.com/i/web/status/2017692778935775271 https://twitter.com/i/web/status/2017692778935775271"
X Link 2026-01-31T20:13Z [----] followers, [--] engagements
"🧵 Twitter Thread Google ($GOOGL) Bull Case 1/10 Hook 🚀 $GOOGL Bull Case: From Search King to Full-Stack AI + Cloud Powerhouse Google crushed [----] up 65% YTD. AI (Gemini) Cloud exploding ads resilient. Earnings Feb [--] expect fireworks. Deep dive with charts 👇📈 #GOOGL #AI #Alphabet (Attach: Stock chart [----] rally / AI ecosystem graphic) https://twitter.com/i/web/status/2018057782235132011 https://twitter.com/i/web/status/2018057782235132011"
X Link 2026-02-01T20:24Z [----] 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
"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 https://twitter.com/i/web/status/2018244893982744868 https://twitter.com/i/web/status/2018244893982744868"
X Link 2026-02-02T08:47Z [----] followers, [--] engagements
"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 16:05: Kforce $KFRC 16:05: MGIC Investment $MTG 16:10: NXP Semiconductors $NXPI 16:15: Fabrinet $FN 16:15: Two Harbors Investment $TWO 16:15: Physicians Realty Trust $DOC 16:30: New Jersey Resources $NJR 17:00: Ashland $ASH 17:00: Teradyne $TER 19:00: Flexsteel Industries $FLXS https://twitter.com/i/web/status/2018244919312142637 https://twitter.com/i/web/status/2018244919312142637"
X Link 2026-02-02T08:47Z [----] followers, [---] engagements
"🐾 IDEXX Labs ($IDXX) Q4 & FY2025 Earnings 📅 Fourth Quarter 2025: Revenue: $1.091B (+14% reported / +12% organic) Companion Animal Group (CAG) +15% reported / +13% organic Water segment +12% reported / +10% organic EPS: $3.08 (+18% reported / +17% comparable) Operating margin expanded +150 bps reported / +120 bps comparable Drivers: 1900+ IDEXX inVue Dx placements; record instrument adoption; recurring CAG Diagnostics revenue 📅 Full Year 2025: Revenue: $4.304B (+10% reported & organic) CAG Diagnostics recurring revenue +9% reported / +8% organic EPS: $13.08 (+23% reported / +14% comparable)"
X Link 2026-02-02T11:54Z [----] followers, [--] engagements
"⚡ Aptiv ($APTV) Q4 & FY2025 Earnings 📅 Fourth Quarter 2025: Revenue: $5.2B (+5% YoY; +3% ex-currency & commodities) GAAP Net Income: $138M EPS: $0.64 GAAP / $1.86 adjusted Adjusted Operating Income: $607M; Adjusted EBITDA: $798M Cash from Operations: $818M 📅 Full Year 2025: Revenue: $20.4B (+3% YoY; +2% ex-currency & commodities) GAAP Net Income: $165M (includes $648M non-cash goodwill impairment) EPS: $0.75 GAAP / $7.82 adjusted Adjusted Operating Income: $2.461B; Adjusted EBITDA: $3.228B Cash from Operations: $2.185B 🧠 Takeaway: Aptiv delivered record annual revenue and adjusted earnings"
X Link 2026-02-02T11:58Z [----] followers, [--] engagements
"$APTV - APTIV SHARES UP 0.01% PRE MARKET"
X Link 2026-02-02T11:58Z [----] followers, [--] engagements
"🧠 Michael Burrys [--] potential acquisition targets for $GME: ADT home & commercial security recurring revenue Wayfair ($W) distressed valuation logistics + brand Assured Guaranty ($AGO) cash flows balance-sheet optionality 🧠 Why its interesting: Asset-heavy unloved cash-generative businesses classic Burry DNA. 🎯 Question: Strategic vision or pure contrarian value https://twitter.com/i/web/status/2018404353359618285 https://twitter.com/i/web/status/2018404353359618285"
X Link 2026-02-02T19:21Z [----] followers, [---] engagements
"$DVA Q4 & FY [----] RESULTS Headline take: DaVita delivered solid earnings strong cash flow and aggressive share repurchases while positioning the balance sheet for 2026.🔑 Q4 [----] HIGHLIGHTS 🔹 Revenue: $3.620B 🔹 Adj. diluted EPS: $3.40 🔹 Operating cash flow: $541M📊 FY [----] HIGHLIGHTS 🔹 Revenue: $13.643B 🔹 Adj. diluted EPS: $10.78 🔹 Free cash flow: $1.024B 🔹 Shares repurchased: 12.7M💰 CAPITAL & BALANCE SHEET 🔹 Refinanced Term Loan A-1 🔹 Issued 6.75% senior notes due [----] 🔹 Continued focus on debt management and capital returns📈 [----] OUTLOOK 🔹 Provided guidance for adjusted"
X Link 2026-02-02T21:32Z [----] followers, [--] engagements
"$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
"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 https://twitter.com/i/web/status/2018618873998615029 https://twitter.com/i/web/status/2018618873998615029"
X Link 2026-02-03T09:33Z [----] followers, [---] engagements
"Companies Reporting After Hours 3.2.2026 16:00: Lumentum Holdings $LITE 16:00: Amgen $AMGN 16:00: Lumen Technologies $LUMN 16:00: Cirrus Logic $CRUS 16:00: Skyworks Solutions $SWKS 16:00: Transcat $TRNS 16:00: Mercury Systems $MRCY 16:05: Supermicro $SMCI 16:05: Enphase Energy $ENPH 16:05: Take-Two Interactive Software $TTWO 16:05: Electronic Arts $EA 16:05: Mondelez International $MDLZ 16:05: Digital Turbine $APPS 16:05: H&R Block $HRB 16:05: Varonis Systems $VRNS 16:10: Chipotle Mexican Grill $CMG 16:10: Amcor $AMCR 16:10: Chubb $CB 16:10: Clorox $CLX 16:10: Match Group $MTCH 16:10:"
X Link 2026-02-03T09:34Z [----] followers, [---] engagements
"🌾 Archer-Daniels-Midland Q425 Earnings mixed 🔻 Revenue: $18.56B vs $21.03B est 🔴 🟢 EPS: $0.87 vs $0.80 est (cost control helped) 📉 FY26 guidance disappoints: EPS: $3.60$4.25 vs $4.24 est 🔴 📌 Takeaway: Margins held up in Q4 but top-line weakness + cautious FY26 outlook weighing on sentiment. Ag cycle still under pressure. $ADM - ARCHER DANIELS SHARES DOWN 5.42% PRE MARKET #ADM #Earnings #Agribusiness #Stocks #Markets https://twitter.com/i/web/status/2018644401514258542 https://twitter.com/i/web/status/2018644401514258542"
X Link 2026-02-03T11:15Z [----] followers, [--] engagements
"📊 Gartner Q4 & FY2025 Earnings slower profits strong capital return Q4 2025: Revenue: $1.8B (+2% YoY flat FX-neutral) Net income: $242M (-39% YoY) Adj. EBITDA: $436M (+5% YoY) Diluted EPS: $3.36 (-34%) Adj. EPS: $3.94 (-28%) FCF: $271M (-13%) 💸 Buyback authorization boosted by $500M (Jan 26) FY2025: Revenue: $6.5B (+4% YoY +3% FX-neutral) Net income: $0.7B (-42%) Adj. EBITDA: $1.6B (+4%) Adj. EPS: $13.17 (-7%) FCF: $1.2B (-15%) 🔄 $2.0B buybacks share count down 8% YoY 📌 Takeaway: Top-line growth remains steady and buybacks are aggressive but earnings and cash flow are under pressure as"
X Link 2026-02-03T11:31Z [----] followers, [--] engagements
"💊 Merck & Co. Q4 & FY2025 Earnings pipeline strength offsets mixed growth Q4 2025: Sales: $16.4B (+5% YoY +4% ex-FX) GAAP EPS: $1.19 Non-GAAP EPS: $2.04 (includes $0.05 charge for MK-8690 rights) KEYTRUDA/QLEX: $31.7B FY sales (+7% YoY) FY2025: Sales: $65.0B (+1% YoY +2% ex-FX) GAAP EPS: $7.28 Non-GAAP EPS: $8.98 (incl. $0.20 BD charges) Product highlights: WINREVAIR: $1.4B CAPVAXIVE: $759M GARDASIL: $5.2B (-39% YoY) ⚠ Animal Health: $6.4B (+8% YoY) 🧪 Pipeline momentum: Positive results from [--] Phase [--] trials in [----] FDA Priority Review vouchers for Enlicitide & Sac-TMT Acquisitions: Verona"
X Link 2026-02-03T11:35Z [----] followers, [--] engagements
"💧 Pentair Q4 & FY2025 margins cash flow dividends all shine Q4 2025: Sales: $1.02B (+5% YoY) Operating income: $205M (+5%) ROS: 20.1% (adj. 24.7% +90 bps) GAAP EPS: $0.98 (-1%) Adj. EPS: $1.18 (+9%) 🟢 Full Year 2025: Sales: $4.2B (+2% YoY) Operating income: $858M (+7%) ROS: 20.5% (+80 bps); adj. 25.2% (+170 bps) 🔥 GAAP EPS: $3.93 (+5%) Adj. EPS: $4.92 (+14%) Operating cash flow: $815M Free cash flow: $748M (both up YoY) 🔮 FY2026 guidance: GAAP EPS: $4.94$5.09 Adj. EPS: $5.25$5.40 🏆 Dividend milestone: [----] = 50th consecutive year of dividend increases 📌 Takeaway: Pentair continues to"
X Link 2026-02-03T12:05Z [----] followers, [--] engagements
"🖥 HP Inc. names Bruce Broussard Interim CEO outlook unchanged HP announced Bruce Broussard as Interim CEO and reaffirmed guidance easing investor nerves: 📌 Q1 outlook (unchanged): Adj. EPS: $0.73$0.81 (Street: $0.77) 📌 FY2026 outlook (unchanged): Adj. EPS: $2.90$3.20 (Street: $3.06) 🧠 Why it matters: Leadership transition without guidance cuts = stability signal Confirms confidence in demand cost controls and execution Removes near-term uncertainty around strategy 📈 Takeaway: CEO change but numbers hold. HP is telling the market: business as usual. #HPQ #Earnings #TechStocks #Leadership"
X Link 2026-02-03T12:32Z [----] followers, [--] engagements
"🚨🔼 JPMorgan upgrades SoFi entry point achieved SoFi Technologies ($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
"LUMEN TECCHNOLGIES Q4 [----] Revenue: $3.041B (down YoY) Adjusted EBITDA: $767M vs $1.052B last year Free Cash Flow: $765M (Q4 burn even excluding special items) Net income flipped from +$85M $2M EPS looks better only when excluding special items headline results are flat to negative. Full Year [----] Revenue: $12.402B (down YoY) Adjusted EBITDA: $3.360B vs $3.939B in [----] Free Cash Flow: $1.041B down from $1.386B Reported net loss: $1.739B (large impairment / special items impact) This confirms: the legacy decline is still overpowering growth for now."
X Link 2026-02-03T21:12Z [----] 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: $3.0B Bottom line: Beat the quarter but FY26 growth outlook is conservative cash flow solid top-line momentum muted. https://twitter.com/i/web/status/2018798930163605665 https://twitter.com/i/web/status/2018798930163605665"
X Link 2026-02-03T21:29Z [----] followers, [--] engagements
"💊 Novo Nordisk shock [----] guidance flags obesity battle heating up ⚔ Competition intensifying across GLP-1s 📉 Growth visibility beyond [----] now less certain 🔥 What stands out: Signals pricing pressure and/or share defense ahead Implies higher spend on trials capacity or marketing Narrative shifts from runway to execution under competition Sets up sharper focus on data vs rivals (esp. Lilly)"
X Link 2026-02-04T07:53Z [----] followers, [--] engagements
"$NOV - NOVO SHARE PRICE RIGHT NOW WHEN WILL THIS ROT STOP ONE OF MY [--] MOST UNDERVALUED STOCK"
X Link 2026-02-04T08:08Z [----] followers, [--] engagements
"Companies Before Open - 4.2.2026 06:00: Bunge $BG 06:20: GE HealthCare $GEHC 06:30: Cognizant $CTSH 06:30: Cencora $COR 06:45: Eli Lilly $LLY 06:45: Brookfield Asset Management $BAM 06:45: Avery Dennison $AVY 06:45: Evercore $EVR 06:55: $UBER 06:55: Johnson Controls $JCI 06:55: Silgan Holdings $SLGN 07:00: CME Group $CME 07:00: CDW $CDW 07:00: Old Dominion Freight Line $ODFL 07:00: Phillips [--] $PSX 07:00: T. Rowe Price $TROW 07:00: Yum Brands $YUM 07:00: Equifax $EFX 07:50: AbbVie $ABBV https://twitter.com/i/web/status/2018973060892631348 https://twitter.com/i/web/status/2018973060892631348"
X Link 2026-02-04T09:01Z [----] followers, [--] engagements
"Companies Reporting After Hours - 4.2.2026 16:00: Alphabet $GOOGL 16:00: $PTC 16:00: Qualcomm $QCOM 16:00: FormFactor $FORM 16:05: $ARM 16:05: Crown Holdings $CCK 16:05: Fluence Energy $FLNC 16:05: Lantronix $LTRX 16:05: Tenable $TENB 16:05: e.l.f. Beauty $ELF 16:05: Coherent $COHR 16:05: $AMSC 16:10: Chubb $CB 16:10: Clorox $CLX 16:10: McKesson $MCK 16:10: $SNAP 16:15: Modine Manufacturing $MOD 16:15: Crown Castle International $CCI 16:15: EnerSys $ENS 16:15: MetLife $MET 16:20: O'Reilly Automotive $ORLY 16:35: WEX $WEX 17:45: NOV $NOV 18:00: Allstate $ALL"
X Link 2026-02-04T09:01Z [----] followers, [---] engagements
"EIA Crude Oil Inventories Actual -3.455M (Forecast -0.639M Previous -2.295M) EIA Gasoline Inventories Actual 0.685M (Forecast 0.755M Previous 0.223M) EIA Distillate Inventories Actual -5.553M (Forecast -1.081M Previous 0.329M) EIA Crude Cushing Inventories Actual -0.743M (Forecast - Previous -0.278M) https://twitter.com/i/web/status/2019071972605370787 https://twitter.com/i/web/status/2019071972605370787"
X Link 2026-02-04T15:34Z [----] followers, [--] engagements
"$GOOGL Alphabet Q4 [----] Earnings Revenue $113.83B est. $111.4B Revenue ex-TAC $97.23B est. $95.17B Operating income $35.93B est. $36.95B Google Services revenue $95.86B est. $94.9B Google Advertising revenue $82.28B est. $80.89B Google Search & Other revenue $63.07B est. $61.37B YouTube Ads revenue $11.38B est. $11.78B Google Cloud revenue $17.66B est. $16.2B Capex $91.45B est. $28.17B https://twitter.com/i/web/status/2019155228772204692 https://twitter.com/i/web/status/2019155228772204692"
X Link 2026-02-04T21:04Z [----] followers, [---] engagements
"Fluence Energy $FLNC Q1 FY2026 Earnings Summary Fluence Energy posted explosive top-line growth in Q1 FY26 but profitability remains the key investor concern. Q1 FY2026 Results (ended Dec [--] 2025) Revenue: $475.2M (+154.4% YoY) GAAP gross margin: 4.9% Adjusted gross margin: 5.6% Net loss: $62.6M Adjusted EBITDA: $(52.1)M Order intake: $750M Backlog: $5.5B (record) FY2026 Guidance (Reaffirmed) Revenue: $3.2B$3.6B (midpoint $3.4B) Adjusted EBITDA: $40M$60M (midpoint $50M) ARR target: $180M Liquidity: $1.1B total Includes $378.3M in revolver capacity Positives Triple-digit revenue growth"
X Link 2026-02-04T21:15Z [----] followers, [---] engagements
"Snap Inc. $SNAP Q4 & Full-Year [----] Earnings Summary Snap Inc. reported clear progress toward profitable growth highlighted by margin expansion stronger cash flow and the announcement of a $500M share repurchase program. Management Commentary CEO Evan Spiegel said Q4 marked an inflection from Snaps strategic pivot with improved financial efficiency while continuing to invest in augmented reality and the upcoming consumer launch of Specs. Full-Year [----] Financials Revenue: $5.93B (+11% YoY) Net loss: $(460)M (improved from $(698)M in 2024) Adjusted EBITDA: $689M (vs. $509M prior year)"
X Link 2026-02-04T21:23Z [----] followers, [---] engagements
"$ENS EnerSys Q3 FY2026 Earnings Summary EnerSys reported a mixed headline quarter with revenue slightly below expectations but strong underlying profitability and cash generation especially when excluding IRC 45X benefits. Q3 FY2026 Highlights Revenue: $919.1M vs $932.0M est. 🔴 (+1% YoY) Adj. EPS: $2.77 vs $2.72 est. 🟢 (11% YoY) Gross margin: 30.1% (280 bps YoY) Gross margin ex-45X: 26.3% (+170 bps YoY) Adj. EPS ex-45X: $1.84 (+50% YoY) Cash Flow & Balance Sheet Cash & equivalents: $450.1M Net debt: $743.3M Operating cash flow (Q3): $184.6M (vs $81.1M prior) Free cash flow (Q3): $171.3M (vs"
X Link 2026-02-04T21:28Z [----] followers, [---] engagements
"$SNAP Q4 [----] Earnings Summary Snap Inc. delivered a clear beat with improving profitability reinforcing managements pivot toward efficient growth. Q4 [----] Highlights Revenue: $1.716B vs $1.70B est. 🟢 (+10% YoY) EPS: $0.03 vs $0.03 est. 🟢 Gross margin: 59% (+200 bps YoY) Adj. EBITDA: $358M (+30% YoY) DAUs: 474M (+5% YoY) User & Monetization Metrics Global MAU: 946M (+6% YoY) Active advertisers: +28% YoY Snapchat+ subscribers: 24M (+71% YoY) Other revenue: $232M (+62% YoY) strong diversification Q1 [----] Guidance Revenue: $1.50B$1.53B (vs $1.54B est.) 🟡 Adj. EBITDA: $170M$190M (vs $177.9M"
X Link 2026-02-04T21:34Z [----] followers, [---] engagements
"$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 $1.19B est. 🔴 Takeaway The quarter underscores Kempers operational leverage: profitability improved materially even with softer revenue. Investors will focus on loss ratios pricing discipline and reserve development to assess whether this earnings strength is sustainable going forward. https://twitter.com/i/web/status/2019170537545912492 https://twitter.com/i/web/status/2019170537545912492"
X Link 2026-02-04T22:05Z [----] followers, [--] engagements
"$CPAY Corpay Q4 Earnings Summary Corpay delivered a clean beat-and-raise quarter topping expectations in Q4 and issuing strong FY2026 EPS guidance. Q4 Highlights EPS: $6.04 vs $5.93 est. 🟢 Revenue: $1.25B vs $1.23B est. 🟢 FY2026 Guidance EPS: $25.50$26.50 vs $24.71 est. 🟢 Revenue: $5.215B$5.315B vs $5.233B est. 🟡 Takeaway Corpay continues to show strong operating leverage and earnings durability. The raised EPS outlook suggests margin expansion and disciplined cost control even as revenue guidance stays roughly in line. This reinforces Corpays profile as a high-quality payments compounder"
X Link 2026-02-04T22:09Z [----] followers, [--] engagements
"Modine $MOD Q3 FY2026 Earnings Summary (Guidance Raised) Modine reported a very strong operating quarter driven by accelerating demand in Climate Solutions and data centers while GAAP results were distorted by a one-time non-cash pension charge. Q3 FY2026 Highlights Net sales: $805.0M (+31% YoY) Climate Solutions sales: +51% YoY Data center sales: +78% YoY Adjusted EBITDA: $119.6M (+37% YoY) One-Time Item $116.1M non-cash charge related to U.S. pension termination Drove a GAAP net loss of $46.8M ($(0.90)/share) Not reflective of core operating performance FY2026 Guidance (Raised) Net sales"
X Link 2026-02-04T23:53Z [----] followers, [--] engagements
"🧠 Michael Burrys [--] potential acquisition targets for $GME: ADT home & commercial security recurring revenue Wayfair ($W) distressed valuation logistics + brand Assured Guaranty ($AGO) cash flows balance-sheet optionality 🧠 Why its interesting: Asset-heavy unloved cash-generative businesses classic Burry DNA. 🎯 Question: Strategic vision or pure contrarian value https://twitter.com/i/web/status/2019342517104156936 https://twitter.com/i/web/status/2019342517104156936"
X Link 2026-02-05T09:29Z [----] 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
"Todays Key Events (All EST) 5.2.2026 07:30: US Challenger Layoffs 08:30: US Initial Jobless Claim 10:00: US JOLTS Job Openings 10:50: Feds Bostic Companies Reporting Before Open - 5.2.2026 05:30: Linde $LIN 06:00: CIGNA $CI 06:30: CMS Energy $CMS 06:30: Snap-On $SNA 06:30: Thomson Reuters $TRI 06:45: Cardinal Health $CAH 06:45: Hershey $HSY 06:45: XPO Logistics $XPO 06:45: Tapestry $TPR 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 07:00: ConocoPhillips $COP 07:00: Blue Owl Capital $OWL 07:00: Rockwell Automation $ROK 07:00: IQVIA $IQV 07:00: WEC Energy Group $WEC 07:30: Cummins $CMI"
X Link 2026-02-05T09:57Z [----] 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
"Snap-on Incorporated $SNA reported its Q4 and full-year [----] earnings today (February [--] 2026) posting modest top-line growth a slight EPS increase in Q4 and stable operating performance amid improving activity in critical industries. Results were mixed with low single-digit sales gains supported by organic growth and FX tailwinds. Q4 [----] Highlights - Net sales: $1231.9 million +2.8% YoY (organic +1.4%; +$15.6M from favorable FX) - Diluted EPS: $4.94 (up from $4.82 YoY) - Operating earnings before financial services: $265.2 million (flat YoY) margin 21.5% (down from 22.1%) - Financial"
X Link 2026-02-05T11:44Z [----] 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
"🟢 $BMY Bristol Myers Squibb Q4 Earnings + [----] Outlook 💊 📊 Q4 Results Revenue $12.5B vs $12.28B est. 🟢 Adj. EPS $1.26 vs $1.12 est. 🟢 Adj. EPS includes $0.60 net impact from acquired IPR&D charges & licensing income 🔮 [----] Outlook (Above Street) Revenue $46.0B$47.5B vs $44.16B est. 🟢 Adj. EPS $6.05$6.35 vs $6.02 est. 🟢 Eliquis worldwide revenue growth: +10%15% 🔥 What stands out Clean beat on revenue & EPS despite heavy acquisition-related charges [----] guidance well ahead of consensus Eliquis remains a major growth engine not just a cash cow"
X Link 2026-02-05T12:10Z [----] followers, [--] engagements
"🟡 $OWL Blue Owl Capital Q425 Snapshot 🦉 📈 Fundraising strength $17B new commitments in Q4 $56B raised in FY25 AUM surpassed $300B milestone 🚀 💰 Dividend $0.225/share (Class A) Payable Mar [--] [----] Record Feb [--] 🔥 Takeaway Blue Owl Capital continues to scale rapidly with record fundraising and growing AUM supporting a durable fee-based earnings model. The dividend reinforces confidence in cash-flow visibility. https://twitter.com/i/web/status/2019391494768001142 https://twitter.com/i/web/status/2019391494768001142"
X Link 2026-02-05T12:43Z [----] followers, [---] engagements
"🟢 $WEC WEC Energy Group FY25 Results ⚡ 📊 FY [----] GAAP net income: $1.56B GAAP EPS: $4.81 Adj. EPS: $5.27 (+8% YoY) 🟢 Revenue: $9.8B (+$1.2B YoY) 🔮 Outlook [----] EPS guide: $5.51$5.61 (reaffirmed) Long-term EPS growth: 78% CAGR 💰 Dividend Quarterly dividend raised to $0.9525 +6.7% increase 23rd consecutive year of dividend growth 🏆 ⚠ One-offs / Headwinds $0.46/share charge tied to proposed Illinois QIP & UEA settlement FY GAAP EPS slightly down YoY Q4 GAAP EPS $0.97 vs $1.43 last year 🔥 Takeaway WEC Energy Group delivered steady regulated utility growth reaffirmed its earnings trajectory"
X Link 2026-02-05T12:59Z [----] 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
"🟡 $PTON Peloton Q2 FY26 Earnings 🚴♂ 📊 Q2 FY26 Highlights Revenue $657M (3% YoY) Adj. EBITDA $81M (+39% YoY) 🟢 Gross margin 50.5% (+320 bps YoY) 🔥 GAAP net loss $39M 👥 Subscriptions Paid connected fitness subs: 2.661M (7% YoY) 🔴 🔮 FY26 Outlook (Improving) Adj. EBITDA raised to $450M$500M Free cash flow target: $275M 🔥 Takeaway Peloton continues its profitability pivot: margins and EBITDA are moving sharply higher even as revenue and subs remain under pressure. The story here is cash flow discipline and cost control not growthat least for now. Want this reframed as a turnaround vs."
X Link 2026-02-05T13:16Z [----] followers, [--] engagements
"Continuing Jobless Claims 1844K VS Est. 1850K"
X Link 2026-02-05T13:32Z [----] 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
"🟢 $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
"🟡 $OTEX OpenText Q2 FY26 Earnings 📄 📊 Q2 FY26 Highlights Total revenue: $1.33B (0.6% YoY) 🔴 Cloud revenue: $478M (+3.4% YoY) 🟢 20th consecutive quarter of cloud organic growth ARR: $1.06B (+0.7% YoY) Adj. EBITDA: $491M (37.0% margin) GAAP EPS: $0.66 🔴 💰 Cash Flow & Capital Free cash flow: $279M in Q2 FY26 YTD FCF: $381M (+101% YoY) 🔥 Quarterly dividend: $0.275/share 🔁 Portfolio moves Completed eDOCS sale for $163M Announced Vertica divestiture for $150M 👔 Leadership Ayman Antoun named CEO effective April [--] [----] ⚠ Pressure points GAAP net income 27% YoY GAAP EPS 24% YoY Non-GAAP"
X Link 2026-02-05T21:14Z [----] followers, [---] engagements
"🟢 $VRSN VeriSign Q4 & FY25 Earnings 🌐 📊 Q4 [----] Revenue $425M (+7.5% YoY) Operating income $285M (vs $264M LY) Net income $206M EPS $2.23 (vs $2.00 LY) 🟢 📊 FY [----] Revenue $1.66B (+6.4% YoY) Operating income $1.12B Net income $826M EPS $8.81 (vs $8.00 in 2024) 🟢 💰 Cash & Capital Returns FY operating cash flow $1.09B Returned $1.1B to shareholders in [----] Share repurchases: $859M (3.4M shares) $1.08B remaining on buyback authorization (no expiration) Dividend raised 5.2% to $0.81/share (payable Feb 27) 🌍 Business Metrics 173.5M .com/.net domains (+2.6% YoY) Q4 net adds: +1.58M domains"
X Link 2026-02-05T21:18Z [----] followers, [--] engagements
"🟢 $BE Bloom Energy Q4 & FY25 Earnings ⚡ 🚀 FY [----] (Record Year) Revenue $2.02B (+37% YoY) Gross margin 29.0% (+160 bps YoY) Operating income: $72.8M (vs $22.9M in 24) Operating cash flow: $113.9M 2nd consecutive year of positive cash flow ✅ Product backlog $6B (2.5x YoY) Total backlog $20B 🤯 📊 Q4 [----] Revenue $777.7M (+36% YoY) Gross margin 30.8% Operating cash flow: $418.1M 💰 Service margin +1860 bps YoY (major turnaround) 🧠 Key Drivers Explosive demand from AI data centers Strong Commercial & Industrial adoption All products now 800V DCready (data-center optimized) ⚠ Watchouts Q4"
X Link 2026-02-05T21:24Z [----] 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
"🚀 $TEAM Q2 FY26 Earnings Blowout Atlassian firing on all cylinders 👇 🟢 Revenue: $1.59B vs $1.21B est +23% YoY 🟢 Adj. EPS: $1.22 vs $0.73 est ☁ Cloud Revenue: $1.07B +26% YoY (first-ever $1B cloud quarter) 📦 RPO: $3.81B +44% YoY 🤖 Rovo: 5M+ monthly active users 🔮 Q3 Guide (Above Street) Revenue: $1.689B$1.697B vs $1.65B est Cloud Growth: +23% YoY Data Center Growth: +33.5% YoY Non-GAAP Op Margin: 27.5% Non-GAAP Gross Margin: 88% 📈 FY26 Outlook Total Revenue Growth: +22% YoY Cloud Growth: +24.3% YoY Non-GAAP Op Margin: 25.5% Gross Margin: 87% 💰 Financial Strength FCF: $168.5M (11%"
X Link 2026-02-05T22:06Z [----] followers, [---] engagements
"$BILL - BILL HOLDING UP 13.26%"
X Link 2026-02-05T22:13Z [----] followers, [--] engagements
"$DOCS - DOXIMITY SHARES DOWN 32%"
X Link 2026-02-05T22:18Z [----] followers, [---] engagements
"🛡 $ZS expands Zero Trust to the browser Zscaler acquired SquareX to bring Zero Trust security directly into standard browsers like Google Chrome and Microsoft Edge via lightweight extensions. Why it matters: 🔐 Secures BYOD & unmanaged devices 🧩 No separate enterprise browser 🚫 No full endpoint agent required ⚡ Faster deployment lower friction for users Big picture: Zscaler is pushing Zero Trust closer to the user session itself shrinking the attack surface right where work actually happens the browser. https://twitter.com/i/web/status/2019552473497690616"
X Link 2026-02-05T23:23Z [----] followers, [---] engagements
"Companies Reporting Before Open - 6.2.2026 06:00: Centene $CNC 06:00: Newell $NWL 06:00: Johnson Outdoors $JOUT 06:00: Proto Labs $PRLB 06:30: nVent $NVT 06:30: Graham $GHM 06:30: RXO $RXO 06:30: MarketAxess $MKTX 06:40: GrafTech $EAF 06:55: Under Armour $UAA 06:55: Philip Morris $PM 06:55: AutoNation $AN 07:00: Canopy $CGC 07:00: Roivant $ROIV 07:00: Virtus $VRTS 07:00: AerCap $AER 07:00: Carlyle $CG 07:00: Immunovant $IMVT 07:00: Ispire $ISPR 07:00: Piper Sandler $PIPR 07:30: Cboe $CBOE 07:30: Plains All American $PAA https://twitter.com/i/web/status/2019705130753441882"
X Link 2026-02-06T09:30Z [----] followers, [---] engagements
"🚨 Goldman Sachs Upgrades $VST to BUY 🚨 🔹 Rating: Buy (from Neutral) 🔹 Price Target: $205 (from $200) 🔹 Implied Upside: 45% 🔹 Analyst: Carly Davenport Why Goldman turned bullish 👇 Shares pulled back -12% YTD and -35% from ATH attractive entry Estimates raised after incorporating Meta PPA Potential 3%9% upside to [----] EBITDA if remaining nuclear output is contracted at similar pricing 🛡 Downside protection Current price ($142.5) implies $49/MWh future power price well below the $58/MWh forward average Market already pricing in conservative assumptions on power prices & PPAs 📉 Valuation"
X Link 2026-02-06T09:47Z [----] 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
"🟡 $NWL Newell Brands Q4 & FY25 Quick Take 📉 Topline Q4 sales: $1.9B (2.7% YoY) FY25 sales: $7.2B (5.0% YoY) Core demand still soft categories under pressure 📈 Profitability (Underlying) Q4 Normalized EBITDA: $241M (+11.6% YoY) Q4 Normalized operating margin: 8.7% (+160 bps YoY) FY25 Normalized EBITDA: $882M (slightly down YoY) ⚠ GAAP noise Large non-cash impairment charges ($340M) Q4 GAAP EPS: ($0.75) vs ($0.13) last year Underlying profitability actually improved 🔮 [----] Outlook Net sales: -1% to +1% (sequential improvement) Core sales: -2% to flat Normalized EPS: $0.54$0.60 Operating"
X Link 2026-02-06T11:06Z [----] 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
"Cboe Global Markets $CBOE Q4 and full-year [----] resultsand why Rhea-AI lands on Moderate Impact / Neutral Sentiment 👇 📊 Q4 [----] Highlights (Record Quarter) Net revenue: $671.1M +28% YoY Diluted EPS: $2.97 +60% YoY Options net revenue: $433.1M +34% YoY Growth driven by strong options trading volumes and pricing. 📈 Full-Year [----] Performance Diluted EPS: $10.42 +45% YoY Record revenue and earnings across multiple product lines Demonstrated strong operating leverage in a volatile trading environment 💰 Balance Sheet & Capital Cash & equivalents: $2.22B Total debt: $1.44B Share repurchases:"
X Link 2026-02-06T12:44Z [----] followers, [--] engagements
"Plains All American Pipeline - $PAGP Q4 and full-year [----] resultsand why Rhea-AI flags Moderate Impact / Negative Sentiment 👇 📊 Full-Year 2025: Headline Performance Net income (attributable to PAA): $1.435B (+86% YoY) Adjusted EBITDA (attributable to PAA): $2.833B Operating cash flow: $2.94B (+18% YoY) Q4 net income: $342M Q4 Adjusted EBITDA: $738M Strong full-year results reflect solid crude oil performance and disciplined operations. 🔼 What Investors Liked Cash Flow & Returns Annualized distribution increased by $0.15/unit (+10%) Payable Feb. [--] [----] Robust operating cash flow supports"
X Link 2026-02-06T13:00Z [----] followers, [--] engagements
"📈 Todays Move (Relief Rally) Bitcoin $66702 +6.36% Ether $1930 +5.90% Ripple +14.94% (day leader) Cardano +7.50% Solana +5.20% Broad-based rebound after hitting multi-month lows. 📉 Bigger Picture (Still Risk-Off) Weekly: BTC 22% ETH 29% SOL 31% Monthly: Most majors 35% to 40% YTD: BTC 25% ETH 35% SOL 35% YoY: Many alts down 50%70%+ This is a counter-trend bounce not a trend reversalyet. 🧠 Market Takeaway Crypto continues trading like high-beta equities ETF outflows + thin liquidity = fragile rallies Short-term relief but macro + risk sentiment still dominate"
X Link 2026-02-06T13:14Z [----] 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
"WeRide $WRD and Uber $UBER announced an expansion of their strategic partnership to deploy at least [----] robotaxis across the Middle East. The deployment which will span Abu Dhabi Dubai and Riyadh is expected to be completed as soon as 2027"
X Link 2026-02-06T14:35Z [----] followers, [---] engagements
"Galaxy Digital $GLXY authorizes a $200M buyback of Class A shares with purchases via open market or private deals (incl. 10b5-1)"
X Link 2026-02-06T15:06Z [----] followers, [---] engagements
"🟠 Crypto Relief Rally 🟡 Bitcoin: $68104 8.6% 🔵 Ether: $1969 8.0% 🟣 XRP: 21.9% 🟢 Cardano: 10.6% 🟠 Solana: 7.3% 🔥 Whats happening: Broad short-covering + oversold bounce after multi-week selloff XRP ripping hardest as leverage flush reverses Majors catching up after deep weekly/monthly drawdowns 🧠 Big picture: This looks like a relief rally not a trend reversal. Weekly and monthly damage remains heavy (BTC 19% weekly ETH 27%). Crypto still trading like high-beta equities not a hedge. ⚠ Volatility remains extreme rallies likely fragile until liquidity and ETF flows stabilize."
X Link 2026-02-06T15:20Z [----] followers, [--] engagements
"U.S. Department of Justice probes Netflix ($NFLX) for potential anticompetitive conduct tied to its $72B bid for Warner Bros. Discoverys studios & HBO Max.A DOJ subpoena signals scrutiny over whether the deal could entrench market power or reduce competition.Regulators are also reviewing Paramount Globals rival bid and reassessing how past mergers affected competition and creative response: review is standard; expects approval; argues the deal is vertical and would lower consumer costs. http://talent.Netflix http://talent.Netflix"
X Link 2026-02-06T21:17Z [----] followers, [--] engagements
"U.S. Department of Justice probing whether Netflix ($NFLX) engaged in exclusionary conduct that could lead to monopoly power as it reviews potential bids for Warner Bros. Discovery assets. Market take: headline regulatory overhang; subpoenas raise deal-timing risk but not yet a thesis breaker unless DOJ escalates to a formal antitrust challenge. https://twitter.com/i/web/status/2019884555033874572 https://twitter.com/i/web/status/2019884555033874572"
X Link 2026-02-06T21:23Z [----] 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
"The risk: $650B in AI capex puts ROI under a microscope. Markets will want revenue + margin proof not just scale. Amazon / Microsoft: AWS & Azure growth must re-accelerate Alphabet / Meta Platforms: AI must lift ad pricing + engagement Tesla: AI payoff more long-datedBig spend buys a moatbut the market will demand receipts. https://twitter.com/i/web/status/2019943954658025550 https://twitter.com/i/web/status/2019943954658025550"
X Link 2026-02-07T01:19Z [----] followers, [--] engagements
"Paramount Global is pushing to conclude the U.S. Department of Justice antitrust review of the Warner Bros. Discovery tender offer in the coming weeks sources tell **"
X Link 2026-02-07T01:31Z [----] followers, [--] engagements
"🔐 Cybersecurity & Infra Rip Higher 🛡 CrowdStrike ($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
"🏭 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 Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET"
X Link 2026-02-07T15:19Z [----] followers, [---] engagements
"💻 Semiconductors / Hardware $CRWV CoreWeave cloud & GPU acceleration platform $NVDA AI GPU leader powering datacenters & supercomputing $AMD CPUs & GPUs for AI gaming and enterprise $TSM Foundry leader advanced nodes & AI demand $AVGO High-performance chips for networking & connectivity $MU DRAM/NAND leverage from AI demand $NBIS Vertically integrated AI semiconductor play Theme: AI acceleration HPC & next-gen chips 🚀 https://twitter.com/i/web/status/2020156458118111584 https://twitter.com/i/web/status/2020156458118111584"
X Link 2026-02-07T15:23Z [----] followers, [---] engagements
"BIG EARNINGS WEEK AHEAD 💥 Feb [---] [----] 📅 Monday 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 Coca-Cola $KO 🥤 Q4 AM AstraZeneca $AZN 💊 Q4 AM S&P Global $SPGI 📊 Q4 AM BP $BP 🛢 Q4 AM CVS $CVS 💊 Q4 AM Marriott $MAR 🏨 Q4 AM Datadog $DDOG 🐶 Q4 AM Robinhood $HOOD 💸 Q4 PM Ford $F 🚙 Q4 PM 📅 Wednesday 🔥 Cisco $CSCO 🌐 Q2 PM T-Mobile $TMUS 📶 Q4 AM McDonalds $MCD 🍟 Q4 AM Shopify $SHOP 🛒 Q4 AM Siemens Energy Q1 PM TotalEnergies 🛢 Q4 Humana $HUM 🏥"
X Link 2026-02-07T15:30Z [----] 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$21.5B (wide range = heavy investment) 🧠 What mattered Core retail demand held up revenue beat AWS growth + margins will drive sentiment Wide op-income range"
X Link 2026-02-08T00:38Z [----] followers, [--] engagements
"🤖 AI IS REBUILDING THE INTERNET 🧠 MEMORY the new foundation Micron Technology ($MU) SanDisk ($SNDK) Inference never pauses. Memory is becoming core infrastructure. 📡 DATA always on Planet Labs ($PL) Persistent AI requires continuous real-world data streams. ⚙ COMPUTE & INFERENCE demand engines Amazon ($AMZN) Tesla ($TSLA) Inference is everywhere: cloud edge cars robots. 🔌 CONNECTIVITY the bottleneck Broadcom ($AVGO) Marvell Technology ($MRVL) If data cant move fast AI stalls. 🛰 SPACE the transport layer Rocket Lab ($RKLB) AST SpaceMobile ($ASTS) Orbital logistics + global cellular extend"
X Link 2026-02-08T00:51Z [----] 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
"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
"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
"📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and"
X Link 2026-02-08T20:28Z [----] followers, [---] engagements
"Super Bowl [--] is shaping up as way more than just football 🏈 Brands flooding a packed ad slate Bad Bunny headlining a history-making halftime show 🎤 Prediction markets buzzing on everything from commercials to halftime moments The Big Game is officially a full-blown culture + betting event. https://twitter.com/i/web/status/2020598571083370865 https://twitter.com/i/web/status/2020598571083370865"
X Link 2026-02-08T20:40Z [----] followers, [---] engagements
"🔥 Asia Daily Performance (Ranked) 🔥 Risk-On / High Momentum JP225 (Japan) 🟢 +3.58% Clear risk appetite strongest conviction TSI (Taiwan) 🟢 +2.65% Tech-led momentum aggressive buying CSI [---] (China) 🟢 +1.64% Institutions stepping in SHANGHAI [--] 🟢 +1.45% Large caps participating SHANGHAI Composite 🟢 +1.41% Broad market follow-through 🟡 Neutral / Controlled Risk CH50 🟡 +1.22% Participation without chase DSE Broad (Bangladesh) 🟡 +1.07% Steady accumulation JCI (Indonesia) 🟡 +0.90% Bounce but still cautious 🧊 Defensive / Lagging SENSEX (India) 🔵 +0.56% Consolidation not risk-seeking"
X Link 2026-02-09T07:06Z [----] followers, [--] engagements
"🤖 OpenAI denies rumors it scrapped a Super Bowl ad revealing an AI device. The viral leaked ad was fake according to the company. 📺 OpenAI did run a Super Bowl spot but it focused on software (AI tools) not hardware. 🧠 Takeaway: hype + fake leaks are running ahead of reality. No secret OpenAI device announcement yet. https://twitter.com/i/web/status/2020758903940583865 https://twitter.com/i/web/status/2020758903940583865"
X Link 2026-02-09T07:17Z [----] followers, [--] engagements
"💊 Innovent Biologics partners with Eli Lilly The deal strengthens cross-border biotech collaboration and boosts Innovents global reach while giving Lilly access to promising pipeline assets. 🧠 Takeaway: Big Pharma keeps shopping for innovation China biotech stays firmly on the radar. Want a more bullish deal-terms focused or investor angle version https://twitter.com/i/web/status/2020759714284339483 https://twitter.com/i/web/status/2020759714284339483"
X Link 2026-02-09T07:20Z [----] followers, [--] engagements
"🤖 Goldman Sachs teams up with Anthropic to build AI co-workers The digital agents are designed to automate complex tasks like accounting onboarding and compliance. 📈 Goal: boost productivity cut friction and scale high-skill work faster. 🧠 Takeaway: this isnt chatbots its AI moving into white-collar core functions. https://twitter.com/i/web/status/2020760392067080429 https://twitter.com/i/web/status/2020760392067080429"
X Link 2026-02-09T07:23Z [----] followers, [--] engagements
"Keir Starmer to meet Labour MPs after Morgan McSweeney quits as chief of staff The resignation follows backlash over Peter Mandelsons appointment exposing internal party tensions. 🧠 Takeaway: leadership reset mode Starmer moves to contain fallout and reassure MPs amid growing unease. https://twitter.com/i/web/status/2020762927226106356 https://twitter.com/i/web/status/2020762927226106356"
X Link 2026-02-09T07:33Z [----] followers, [--] engagements
"Keir Starmer must own his error when he meets Labour MPs says Andy McDonald The comment reflects growing pressure inside the party for Starmer to acknowledge missteps and take responsibility amid internal fallout. 🧠 Takeaway: this is about accountability not optics MPs want contrition before unity. https://twitter.com/i/web/status/2020763204029149651 https://twitter.com/i/web/status/2020763204029149651"
X Link 2026-02-09T07:34Z [----] followers, [--] engagements
"📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and"
X Link 2026-02-09T07:35Z [----] followers, [---] engagements
"💊 Novo Nordisk shares rise after Hims & Hers abandons its $49 weight-loss pill The move eases fears of low-cost competition in the obesity drug market. 📈 Investors see Novos GLP-1 franchise regaining pricing power. 🧠 Takeaway: cheap alternatives struggled incumbents still dominate in weight-loss meds. https://twitter.com/i/web/status/2020770746323132625 https://twitter.com/i/web/status/2020770746323132625"
X Link 2026-02-09T08:04Z [----] followers, [--] engagements
"💊 Hims & Hers drops plans for a knockoff of Novo Nordisks new Wegovy weight-loss pill The decision removes a potential low-cost challenger from the obesity drug market. 📈 Seen as a win for Novos GLP-1 franchise and its pricing power. 🧠 Takeaway: copycats are harder than expected branded incumbents still rule weight-loss meds. $HIMS - HIMS SHARES DOWN 16.20% PRE MARKET https://twitter.com/i/web/status/2020771297840496886 https://twitter.com/i/web/status/2020771297840496886"
X Link 2026-02-09T08:06Z [----] followers, [--] engagements
"UniCredit hikes profit outlook after stakes in rivals tax credits help [----] income UNICREDIT SHARES UP 2.84%"
X Link 2026-02-09T08:09Z [----] followers, [--] engagements
"🟡 Europe Daily % Move IT40: +1.03% ES35: +1.02% DE40: +0.91% FR40: +0.33% GB100: +0.32% NL25: +0.06% MOEX: -0.49% BIST 100: +1.4%"
X Link 2026-02-09T08:10Z [----] followers, [--] engagements
"🚨 NatWest Group has agreed to acquire Evelyn Partners for 2.7bn strengthening its wealth management arm. The deal adds scale in advice & investment services and supports NatWests strategy to grow fee-based income"
X Link 2026-02-09T08:17Z [----] followers, [--] engagements
"🚀 Plus500 is feeling confident. 💰 Strong [----] earnings beat expectations 📈 Management now says [----] should outperform market forecasts 🌍 Growth driven by higher-value clients product expansion & global diversification Bottom line: momentum is carrying into [----] and the outlook just got brighter. 👀📊 https://twitter.com/i/web/status/2020774308448989449 https://twitter.com/i/web/status/2020774308448989449"
X Link 2026-02-09T08:18Z [----] followers, [--] engagements
"🛠 Centrica has sold a bunch of non-core energy solutions businesses in Italy the Netherlands & Hungary plus its Panoramic Power unit for 80m 💡 Bosses say its part of a strategic refocus on core growth areas & innovation freeing up capital for bigger priorities like infrastructure & regulated energy assets. ➡ Streamlining the portfolio and recycling cash into bigger opportunities smart move. ⚡ https://twitter.com/i/web/status/2020774799606215139 https://twitter.com/i/web/status/2020774799606215139"
X Link 2026-02-09T08:20Z [----] followers, [--] engagements
"🔥 SUPER BOWL STATEMENT GAME 🔥 🏆 Seattle Seahawks DOMINATE the New England Patriots to win the Super Bowl 💪 Elite defense 🏃♂ Big-time rushing performance 📉 Patriots shut down for most of the night No drama. No doubt. Seattle in total control. Champions. 🦅🏈"
X Link 2026-02-09T08:21Z [----] followers, [--] engagements
"Strive Asset Management (ASST) stock price jumps after 1-for-20 reverse split what investors watch next"
X Link 2026-02-09T09:02Z [----] followers, [--] engagements
"EU REGULATORS CHARGE META PLATFORMS WITH BREACHING ANTITRUST RULES BY BLOCKING AI RIVALS FROM WHATSAPP"
X Link 2026-02-09T09:15Z [----] followers, [--] engagements
"EU's Ribera: Google is making an effort in talks with the commission. $GOOGL"
X Link 2026-02-09T09:27Z [----] followers, [--] engagements
"Key Events This Week: [--]. U.S. Retail Sales - Tuesday [--]. Robinhood $HOOD Earnings - Tuesday [--]. U.S. Jobs Report - Wednesday [--]. Cisco $CSCO Earnings - Wednesday [--]. Initial Jobless Claims - Thursday [--]. Coinbase $COIN Earnings - Thursday [--]. U.S. CPI Inflation - Friday $SPY $QQQ $VIX https://twitter.com/i/web/status/2020806360644903284 https://twitter.com/i/web/status/2020806360644903284"
X Link 2026-02-09T10:25Z [----] followers, [---] engagements
"Hyperscalers $MSFT $GOOGL $AMZN $ORCL"
X Link 2026-02-09T10:29Z [----] followers, [--] engagements
"Robotics / Power $IREN $TSLA $OKLO $GEV Semiconductors / Hardware $CRWV (CoreWeave) $NVDA $AMD $TSM $AVGO $MU $NBIS (Nebius) Cybersecurity $PANW $CRWD $ZS Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN Consumer Internet $SHOP $BABA $AAPL $META $BIDU $RBLX"
X Link 2026-02-09T10:29Z [----] followers, [---] engagements
"Semiconductors / Hardware $CRWV (CoreWeave) $NVDA $AMD $TSM $AVGO $MU $NBIS (Nebius)"
X Link 2026-02-09T10:30Z [----] followers, [---] engagements
"Cybersecurity $PANW $CRWD $ZS"
X Link 2026-02-09T10:30Z [----] followers, [---] engagements
"Consumer Internet $SHOP $BABA $AAPL $META $BIDU $RBLX"
X Link 2026-02-09T10:30Z [----] followers, [--] engagements
"Companies Reporting Before Open - 9.2.2026 B.O: Fiserv $FISV B.O: $BP 06:00: Cleveland-Cliffs $CLF 06:00: CNA Financial $CNA 06:00: Edgewell Personal Care $EPC 06:00: Spotify $SPOT 06:00: Axalta $AXTA 06:00: DuPont $DD 06:20: Ferrari $RACE 06:30: Apollo $APO 06:30: Becton Dickinson $BDX 06:30: CVS Health $CVS 06:30: Hasbro $HAS 06:30: Zimmer Biomet $ZBH 06:30: Dynatrace $DT 06:35: Aramark $ARMK 06:45: Sally Beauty $SBH 06:55: Coca-Cola $KO 07:00: monday. com $MNDY 07:00: Hain Celestial $HAIN 07:00: Datadog $DDOG 07:00: AstraZeneca $AZN 07:00: Marriott $MAR 07:00: Duke Energy $DUK 07:00:"
X Link 2026-02-09T10:38Z [----] followers, [---] engagements
"Today's Key Events 9.2.2026 11:00: NY Fed 1-Yr Inlfation Expectations 13:30: Fed's Waller 14:30: Fed's Miran 15:15: Fed's Bostic 17:00: Fed's Miran Companies Reporting Before Open - 9.2.2026 B.O: Fiserv $FISV B.O: $BP 06:00: Cleveland-Cliffs $CLF 06:00: CNA Financial $CNA 06:00: Edgewell Personal Care $EPC 06:00: Spotify $SPOT 06:00: Axalta $AXTA 06:00: DuPont $DD 06:20: Ferrari $RACE 06:30: Apollo $APO 06:30: Becton Dickinson $BDX 06:30: CVS Health $CVS 06:30: Hasbro $HAS 06:30: Zimmer Biomet $ZBH 06:30: Dynatrace $DT 06:35: Aramark $ARMK 06:45: Sally Beauty $SBH 06:55: Coca-Cola $KO 07:00:"
X Link 2026-02-09T10:39Z [----] followers, [---] engagements
"Companies Reporting After Hours - 9.2.2026 16:00: Amkor Technology $AMKR 16:05: Arch Capital $ACGL 16:05: Chegg $CHGG 16:05: ZoomInfo $GTM 16:05: Ichor Holdings $ICHR 16:15: Medpace $MEDP 16:15: Upwork $UPWK 16:30: Goodyear $GT AMC: onsemi $ON"
X Link 2026-02-09T10:41Z [----] followers, [---] engagements
"🚨 Roblox ($RBLX) Roth Capital upgrades to Buy 🎯 PT raised to $84 (from $78) 📈 Better-than-expected [----] bookings guidance 🔥 20%+ annual bookings growth outlook for years 🎮 Strong dev tools better games more engagement 💰 Valuation seen as attractive at current levels Bullish flywheel back in motion 👀 https://twitter.com/i/web/status/2020815197145821608 https://twitter.com/i/web/status/2020815197145821608"
X Link 2026-02-09T11:01Z [----] followers, [--] engagements
"📊 Cleveland-Cliffs Q4 & FY [----] What Actually Matters Cleveland-Cliffs Inc. delivered weak headline results but there are a few important under-the-surface improvements worth noting. 🔴 Headline: Still Loss-Making but Trending Better QoQ Q4 GAAP net loss: $235M (-$0.44/share) Much better than Q4 2024s -$434M Full-year GAAP net loss: $1.4B (-$2.91/share) Significantly worse than [----] Adjusted EBITDA 2025: $37M down sharply from $773M in [----] Market sentiment stays negative because full-year profitability collapsed no way around that. 🟡 The Quiet Improvement (Why This Wasnt a Disaster Print)"
X Link 2026-02-09T11:07Z [----] followers, [--] engagements
"Edgewell Personal Care Q1 FY2026 Simple Take Sold Feminine Care for $340M Sales up 2% Adjusted EBITDA positive Dividend maintained ($0.15) Loss this quarter (GAAP and adjusted) Margins down sharply Cash burn in Q1 Higher restructuring costs ($65M full-year) Bottom line: This was a transition quarter. Strategy improved numbers didnt. The stock likely stays range-bound until margins and cash flow improve. https://twitter.com/i/web/status/2020817885304615097 https://twitter.com/i/web/status/2020817885304615097"
X Link 2026-02-09T11:11Z [----] followers, [--] engagements
"UK PM Starmer's director of communications Tim Allan steps down - Guardian reporter"
X Link 2026-02-09T11:17Z [----] followers, [---] engagements
"BECTON DICKINSON $BDX Q1 FY2026 Revenue: $5.25B (+1.6% reported +0.4% FX-neutral) Reported diluted EPS: $1.34 (+28.8% YoY) Adjusted diluted EPS: $2.91 (-15.2% YoY) Life Sciences revenue: -8.3% YoY Outlook / Events Waters combination close: Feb [--] [----] (New BD) FY guidance: Revenue: low single-digit growth Adjusted diluted EPS: $12.35$12.65 https://twitter.com/i/web/status/2020824396370170335 https://twitter.com/i/web/status/2020824396370170335"
X Link 2026-02-09T11:37Z [----] followers, [--] engagements
"Waters Corporation $WAT Q4 Earnings Q4 [----] sales: $932M (+7% reported +6% constant currency) Q4 GAAP EPS: $3.77 (vs. $3.88 prior year) Q4 non-GAAP EPS: $4.53 (+10% YoY) FY [----] sales: $3165M (+7% YoY) FY [----] non-GAAP EPS: $13.13 (+11% YoY) FY [----] recurring revenue growth: +8% Acquired BD business contribution (2026): $3.0B [----] reported revenue guidance: $6.405$6.455B [----] non-GAAP EPS guidance: $14.30$14.50 Q1 [----] non-GAAP EPS growth: 0%4% https://twitter.com/i/web/status/2020826023160394220 https://twitter.com/i/web/status/2020826023160394220"
X Link 2026-02-09T11:44Z [----] followers, [--] engagements
"KEIR STARMER: 'WE GO WITH CONFIDENCE"
X Link 2026-02-09T11:44Z [----] followers, [--] engagements
"MARATHON PETROLEUM CORP: CITIGROUP RAISES TARGET PRICE TO $210 FROM $1821"
X Link 2026-02-09T11:46Z [----] followers, [--] engagements
"NOVO NORDISK - SEEKS COURT BAN ON HIMS & HERS SELLING UNAPPROVED DRUGS"
X Link 2026-02-09T12:04Z [----] followers, [--] engagements
"NOVO NORDISK TAKES LEGAL ACTION AGAINST HIMS & HERS TO PROTECT PATIENTS FROM UNSAFE KNOCK-OFF WEGOVY AND OZEMPIC"
X Link 2026-02-09T12:04Z [----] followers, [--] engagements
"NOVO NORDISK - FILES LAWSUIT AGAINST HIMS & HERS FOR PATENT INFRINGEMENT SEEKS COURT BAN ON HIMS SELLING UNAPPROVED DRUGS"
X Link 2026-02-09T12:04Z [----] followers, [--] engagements
"Totalenergies - $TTE signs 215-yr PPAs with $GOOGL 🟢 [--] GW solar for Texas data centers [--] TWh over contract life Projects: Wichita (805 MWp) + Mustang Creek (195 MWp) Construction starts Q2 [----] ☀"
X Link 2026-02-09T12:21Z [----] followers, [--] engagements
"META Bull Case [----] 🧵 (Fact-Checked Thread) 1/10 🚀 Meta Platforms ($META) bull case for [----] Stock $661 after post-earnings pullback. Q4 was strong ads are accelerating and AI is already improving monetization. Capex headlines scared the market but fundamentals remain solid. Thread 👇 https://twitter.com/i/web/status/2020845329122275551 https://twitter.com/i/web/status/2020845329122275551"
X Link 2026-02-09T13:00Z [----] followers, [--] engagements
"4/10 AI impact is already visible not just future hype Improved ad ranking & targeting Reels engagement continues to grow Internal efficiency gains from AI tools Meta is using AI first to strengthen its core business which is exactly what investors want to see"
X Link 2026-02-09T13:00Z [----] followers, [--] engagements
"5/10 Guidance points to momentum Q1 revenue guide: $53.556.5B (above prior consensus) Management expects operating income to grow over time even with higher spending This signals confidence that ads can fund AI investment. https://twitter.com/i/web/status/2020845376626917467 https://twitter.com/i/web/status/2020845376626917467"
X Link 2026-02-09T13:00Z [----] followers, [--] engagements
"7/10 Optional upside levers (early innings): WhatsApp business messaging monetization Threads ads rollout Continued AI-driven ad efficiency None need to fully hit for META to grow but they add long-term optionality"
X Link 2026-02-09T13:01Z [----] followers, [--] engagements
"10/10 Bottom line: META = global ad leader + massive user moat + AI improving the core business today. Short-term volatility long-term execution. Whats your $META target for end-2026 👇 Like/RT if youre watching this dip"
X Link 2026-02-09T13:01Z [----] followers, [--] engagements
"🧾 Needham on $HIMS 👇 Big shift from 2025: last years Super Bowl winner [----] retreat Hims & Hers Health halted sales of a compounded oral semaglutide after FDA scrutiny Issue escalated with HHS referring HIMS to the DOJ for potential violations Regulatory/legal outcome still unclear despite constructive conversations ⚠ Why it matters No oral GLP-1 = lost growth driver Ongoing FDA/DOJ action could threaten injectables revenue Elevated uncertainty keeps Needham on the sidelines Bottom line: too much regulatory risk for now. https://twitter.com/i/web/status/2020845950042882398"
X Link 2026-02-09T13:03Z [----] followers, [---] engagements
"🧾 Bond Market News $GOOGL -Alphabet kicks off a seven-part U.S. dollar bond sale tapping debt markets as investment-grade issuance picks up. Multi-tranche deal across the curve Likely aimed at general corporate purposes (flexibility liquidity refinancing) Highlights strong market access and balance-sheet confidence More details on pricing and maturities to follow 👀 https://twitter.com/i/web/status/2020847935248793622 https://twitter.com/i/web/status/2020847935248793622"
X Link 2026-02-09T13:11Z [----] followers, [--] engagements
"📉 $MU moving lower on competitive HBM headlines 👇 Samsung Electronics reportedly plans to start HBM4 mass production as early as this month HBM4 is for Nvidias next-gen AI platform Vera Rubin Samsung has cleared Nvidia qualification and secured orders (per Yonhap) Micron has guided to HBM4 ramp in Q2 [----] ⚠ Why it matters: Earlier Samsung ramp raises share-risk concerns for Micron in the high-margin HBM market pressuring the stock. https://twitter.com/i/web/status/2020848327604998408 https://twitter.com/i/web/status/2020848327604998408"
X Link 2026-02-09T13:12Z [----] followers, [---] engagements
"UBER - IN ADDITION UBER WILL INVEST $100 MILLION TO ACQUIRE A 15% STAKE IN GETIRS GROCERY RETAIL AND WATER DELIVERY BUSINESS"
X Link 2026-02-09T13:14Z [----] followers, [--] engagements
"FERRARI: FERRARILUCE IS ITS NEW FULL-ELECCTIC SPORTS CAR"
X Link 2026-02-09T13:18Z [----] followers, [--] engagements
"FERRARI: INTRODUCES INTERIOR INTERFACE OF NEW FERRARILUCE"
X Link 2026-02-09T13:18Z [----] followers, [--] engagements
"TIM SCOTT PENS LETTER TO SEC ON WARNER BROS. DISCOVERY NETFLIX DEAL NY TIMES DEALBOOK"
X Link 2026-02-09T14:02Z [----] followers, [--] engagements
"@Time2CTruth2 Good morning Melissa Hope your weekend was great Have a fab day and God bless you Thanks for yoru support"
X Link 2026-02-09T15:38Z [----] followers, [--] engagements
"🔴 Crypto Bleeds Lower (Feb 9) 🟠 Bitcoin: $69321 1.27% 🔵 Ether: $2054.82 1.53% 🟡 BNB: $631.10 1.72% 🟣 Solana: $85.38 1.75% 🔴 Cardano: $0.2667 1.27% 🟢 Ripple: $1.443 1.03% ⚫ Polkadot: $1.31 1.81% 🔺 Avalanche: $8.98 1.32% 🟪 Polygon: $0.09 2.83% 🔥 Whats happening Broad-based risk-off pressure across majors and alts Bitcoin and Ether both down 12% weekly confirming trend weakness Altcoins showing leveraged downside many down 3045% monthly XRP the lone green on the day but still heavy on higher timeframes Market structure remains defensive despite large-cap dominance 🧠 Big picture Crypto"
X Link 2026-02-09T15:49Z [----] followers, [--] engagements
"🟡 Metals Go Vertical (Feb 9) 🥇 Gold: $5056.82 1.78% 🥈 Silver: $82.40 5.67% 🥉 Copper: $5.93 0.84% 🏗 Steel (China): [----] 0.20% 🔋 Lithium (China): [------] 0.74% ⛏ Iron Ore (China): [-----] 0.07% ⚪ Platinum: $2111.4 0.57% 🔥 Whats happening Precious metals still leading the tape with silver showing aggressive upside momentum Gold pushing higher with strong weekly (+7.5%) and YTD (+16%) confirmation Silver extending its high-beta role big upside but unstable footing Copper grinding higher signaling resilience but no breakout energy China-linked materials mixed to weak stabilization not"
X Link 2026-02-09T15:50Z [----] followers, [--] engagements
"📅 Earnings Calendar Highlights This Week (Feb 913) Monday $MNDY $OPEN Opendoor $ON ON Semiconductor $CLF Cleveland-Cliffs (plus others like Becton Dickinson Dynatrace) (Kiplinger) Tuesday $HOOD Robinhood Markets $KO Coca-Cola $CVS CVS Health $SPOT Spotify $NET Cloudflare $DDOG Datadog $UPST Upstart $ALAB Albemarle $F Ford $LYFT Lyft Tuesday has a heavy tech + consumer mix (Kiplinger) Wednesday $SHOP Shopify $APP AppLovin $U Unity Software $HUBS HubSpot $CSCO Cisco $QS QuantumScape $MCD McDonalds $KHC Kraft Heinz $HUM Humana $TMUS T-Mobile $ALB Albemarle Mid-week features broad tech and"
X Link 2026-02-09T15:51Z [----] followers, [---] engagements
"NOVO NORDISK - ARE IN PROCESS OF RESPONDING TO FDA TO ADDRESS THEIR CONCERNS REGARDING WEGOVY PILL'S ADVERTISEMENT PRESENTATION"
X Link 2026-02-09T16:55Z [----] followers, [--] engagements
"NOVO NORDISK - CONFIRM THAT NOVO NORDISK RECEIVED AN UNTITLED LETTER FROM FDA CONCERNING A TELEVISION COMMERCIAL FOR WEGOVY PILL"
X Link 2026-02-09T16:56Z [----] followers, [--] engagements
"Bloomberg reported that Alphabet Inc. $GOOGL increased its US dollar bond sale to $20 billion on February [--] [----] after the offering attracted over $100 billion in total demand"
X Link 2026-02-09T18:23Z [----] followers, [--] engagements
"OPENAI: STARTING TEST ROLLOUT OF ADS IN CHATGPT TODAY FOR A SUBSET OF FREE AND GO USERS IN THE U.S"
X Link 2026-02-09T19:33Z [----] followers, [--] engagements
"Target cuts about [---] jobs in distribution centers and roles in regional offices - CNBC. $TGT"
X Link 2026-02-09T20:20Z [----] followers, [--] engagements
"Target to step up store staffing - CNBC. $TGT"
X Link 2026-02-09T20:21Z [----] followers, [--] engagements
"$IREN HERE SHE GOES"
X Link 2026-02-09T20:46Z [----] followers, [---] engagements
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