The Transcript
RT @TheTranscript_: $TMO CEO: ThermoFisher returned $3.6B to shareholders via buybacks and dividends in 2025.
“We were active returners of capital, $3.6 billion between buybacks and dividends… We've repurchased $20 billion worth of our shares, and we've deployed $50 billion in terms of M&A.”
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RT @TheTranscript_: $TMO CEO: ThermoFisher returned $3.6B to shareholders via buybacks and dividends in 2025.
“We were active returners of capital, $3.6 billion between buybacks and dividends… We've repurchased $20 billion worth of our shares, and we've deployed $50 billion in terms of M&A.”
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The Transcript
$HPQ HP CEO to @BrianSozzi on taking up the new role at PayPal:
"I think PayPal has a great future. We need to improve execution and make more progress in the initiatives that we have in place. And this is going to be my goal doing to in the next year."
$PYPL
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$HPQ HP CEO to @BrianSozzi on taking up the new role at PayPal:
"I think PayPal has a great future. We need to improve execution and make more progress in the initiatives that we have in place. And this is going to be my goal doing to in the next year."
$PYPL
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
Chips & SaaS
RT @SenDanSullivan: Taiwan’s legislature adjourned last week without passing the budget necessary for Taiwan to defend itself. Meantime, the leadership of the opposition party responsible for this, the KMT, is in Beijing meeting with the CCP and planning bigger engagements. It doesn’t take a genius to figure out what’s going on here. I’ve warned before - short changing Taiwan’s defense to kowtow to the CCP is playing with fire.
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RT @SenDanSullivan: Taiwan’s legislature adjourned last week without passing the budget necessary for Taiwan to defend itself. Meantime, the leadership of the opposition party responsible for this, the KMT, is in Beijing meeting with the CCP and planning bigger engagements. It doesn’t take a genius to figure out what’s going on here. I’ve warned before - short changing Taiwan’s defense to kowtow to the CCP is playing with fire.
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Chips & SaaS
RT @GordonGChang: In the first half-decade of this century, Gen. Chi Haotian, then China’s defense minister, reportedly gave a secret speech advocating the use of biological weapons to exterminate the American population. The CCP is apparently now building the infrastructure on our soil to do that.
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RT @GordonGChang: In the first half-decade of this century, Gen. Chi Haotian, then China’s defense minister, reportedly gave a secret speech advocating the use of biological weapons to exterminate the American population. The CCP is apparently now building the infrastructure on our soil to do that.
The FBI raided what appears to be another Chinese biological weapons lab on American soil, this one in Las Vegas. #China tweet
X (formerly Twitter)
Gordon G. Chang (@GordonGChang) on X
The FBI raided what appears to be another Chinese biological weapons lab on American soil, this one in Las Vegas. #China
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Moon Dev
omg my clawbot, cracker just found a 7,547%
we are going to be billionaires https://t.co/0mxxy72Qyc
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omg my clawbot, cracker just found a 7,547%
we are going to be billionaires https://t.co/0mxxy72Qyc
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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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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?
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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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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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