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The Transcript
Gartner CEO: "Q4 25 financial results were ahead of expectations. We repurchased $2B of Gartner stock in 2025."
$IT: -10% AH https://t.co/Zjg98HbFBD
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Gartner CEO: "Q4 25 financial results were ahead of expectations. We repurchased $2B of Gartner stock in 2025."
$IT: -10% AH https://t.co/Zjg98HbFBD
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Offshore
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The Transcript
$PYPL: -16% Pre-Market https://t.co/QyzKUK0R4B
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$PYPL: -16% Pre-Market https://t.co/QyzKUK0R4B
PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores.
Board comment: While some progress has been made in a number of areas over the last two years, the pace of change and execution was not in line with the Board’s expectations."
$PYPL: -16% Pre-Market https://t.co/I76WPqt9ON tweet
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Chips & SaaS
RT @DividendTalks: This is how Wall Street is positioning for semiconductors in 2026.
Not Twitter hype.
Not retail flow.
Actual top picks from JPMorgan, Morgan Stanley, Bank of America, Citi, and Goldman Sachs.
Different banks.
Different models.
Same conclusion.
The names that keep showing up:
$NVDA
$AVGO
$ASML
$LRCX
$AMAT
$ADI
$CDNS
$KLAC
This isn’t about “the next AI stock.”
It’s about who controls the bottlenecks:
• EUV lithography $ASML
• Chipmaking equipment $LRCX $AMAT $KLAC
• High-value IP and design software $CDNS $ADI
• System-level leverage $NVDA $AVGO
When banks align like this, they’re not trading headlines - they’re underwriting multi-year capex, backlog visibility, and pricing power.
Retail chases earnings beats.
Institutions position years ahead.
The real question isn’t “what’s the next runner?”
It’s where in the semiconductor stack you want exposure.
Front-end tools?
Back-end manufacturing?
Design & IP?
Or system-level monopolies?
Which of these do you own - and which do you think Wall Street is most confident in for 2026?
tweet
RT @DividendTalks: This is how Wall Street is positioning for semiconductors in 2026.
Not Twitter hype.
Not retail flow.
Actual top picks from JPMorgan, Morgan Stanley, Bank of America, Citi, and Goldman Sachs.
Different banks.
Different models.
Same conclusion.
The names that keep showing up:
$NVDA
$AVGO
$ASML
$LRCX
$AMAT
$ADI
$CDNS
$KLAC
This isn’t about “the next AI stock.”
It’s about who controls the bottlenecks:
• EUV lithography $ASML
• Chipmaking equipment $LRCX $AMAT $KLAC
• High-value IP and design software $CDNS $ADI
• System-level leverage $NVDA $AVGO
When banks align like this, they’re not trading headlines - they’re underwriting multi-year capex, backlog visibility, and pricing power.
Retail chases earnings beats.
Institutions position years ahead.
The real question isn’t “what’s the next runner?”
It’s where in the semiconductor stack you want exposure.
Front-end tools?
Back-end manufacturing?
Design & IP?
Or system-level monopolies?
Which of these do you own - and which do you think Wall Street is most confident in for 2026?
tweet
Offshore
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The Transcript
Eaton CEO: "...solid performance in 2025...Our growing and diversified backlog provides us with extended visibility...As we enter 2026, we are confident that this momentum positions us to capitalize on the significant opportunities ahead..."
$ETN: -4% Pre-Market https://t.co/TgIt0WtxC9
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Eaton CEO: "...solid performance in 2025...Our growing and diversified backlog provides us with extended visibility...As we enter 2026, we are confident that this momentum positions us to capitalize on the significant opportunities ahead..."
$ETN: -4% Pre-Market https://t.co/TgIt0WtxC9
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Offshore
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The Transcript
Transdigm CEO: "...This is a solid start to the 2026 fiscal year. Total revenue ran ahead of our expectations. Additionally, bookings were strong in all three of our major market channels."
$TDG: +4% Pre-Market https://t.co/vGaj8sUm3V
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Transdigm CEO: "...This is a solid start to the 2026 fiscal year. Total revenue ran ahead of our expectations. Additionally, bookings were strong in all three of our major market channels."
$TDG: +4% Pre-Market https://t.co/vGaj8sUm3V
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Offshore
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Benjamin Hernandez😎
No drama yesterday—just results. Premarket has high-conviction setups forming right now. We’ve highlighted bands and triggers already. Join the chat that actually delivers.
Enter 👉 https://t.co/71FIJId47G
Reply “Go” for instant access.
$RR $SOC $BMNR $BYND $PULM https://t.co/16o8luUIRQ
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No drama yesterday—just results. Premarket has high-conviction setups forming right now. We’ve highlighted bands and triggers already. Join the chat that actually delivers.
Enter 👉 https://t.co/71FIJId47G
Reply “Go” for instant access.
$RR $SOC $BMNR $BYND $PULM https://t.co/16o8luUIRQ
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Offshore
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Lumida Wealth Management
OpenAI lost $12 billion in a single quarter.
July through September 2025.
Microsoft's SEC filing confirmed it.
That's one of the biggest quarterly losses in tech history.
Only AOL Time Warner and Intel have ever lost more in three months. https://t.co/r8CMZRmCuh
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OpenAI lost $12 billion in a single quarter.
July through September 2025.
Microsoft's SEC filing confirmed it.
That's one of the biggest quarterly losses in tech history.
Only AOL Time Warner and Intel have ever lost more in three months. https://t.co/r8CMZRmCuh
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Offshore
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The Few Bets That Matter
If you are shocked by this $PYPL print... You just haven't been paying any attention.
You fell in love with your bias.
You shouldn't have been expecting anything else.
"Undervalued" is just another word to fool ourselves.
https://t.co/kH8PPQWPw2 https://t.co/9ypKMiwmzg
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If you are shocked by this $PYPL print... You just haven't been paying any attention.
You fell in love with your bias.
You shouldn't have been expecting anything else.
"Undervalued" is just another word to fool ourselves.
https://t.co/kH8PPQWPw2 https://t.co/9ypKMiwmzg
The stocks I wouldn't be buying just yet... And why.
$NFLX
$ADBE
$DUOL
$MELI
$UBER
$META
$PYPL
$HIMS
Investing isn’t playing Pokémon; the goal isn’t to catch them all. It is to catch the great ones, the ones that can make a difference. tweet
Offshore
Photo
The Few Bets That Matter
If you are shocked by this $PYPL print... You haven't been paying any attention.
You fell in love with your bias.
You shouldn't have been expecting anything else.
Undervalued is just another word to fool ourselves. And buybacks were never a bull case.
https://t.co/kH8PPQWPw2 https://t.co/c6n4qqs2gd
tweet
If you are shocked by this $PYPL print... You haven't been paying any attention.
You fell in love with your bias.
You shouldn't have been expecting anything else.
Undervalued is just another word to fool ourselves. And buybacks were never a bull case.
https://t.co/kH8PPQWPw2 https://t.co/c6n4qqs2gd
The stocks I wouldn't be buying just yet... And why.
$NFLX
$ADBE
$DUOL
$MELI
$UBER
$META
$PYPL
$HIMS
Investing isn’t playing Pokémon; the goal isn’t to catch them all. It is to catch the great ones, the ones that can make a difference. tweet
Offshore
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The Transcript
🎬 Disney Succession:
— Josh D’Amaro named CEO of Disney Company, effective March 18, 2026, succeeding Bob Iger.
— Dana Walden appointed President and Chief Creative Officer, reporting to D’Amaro, in a newly created role.
$DIS: +1% Pre-Market https://t.co/mQNUPRTQ5G
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🎬 Disney Succession:
— Josh D’Amaro named CEO of Disney Company, effective March 18, 2026, succeeding Bob Iger.
— Dana Walden appointed President and Chief Creative Officer, reporting to D’Amaro, in a newly created role.
$DIS: +1% Pre-Market https://t.co/mQNUPRTQ5G
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