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The Transcript
$AMAT CEO: "..we expect to grow our semiconductor equipment business more than 20% this calendar year. We see the demand profile weighted towards the second half of the calendar year, with availability of customer clean room space being a key factor pacing the rate of investment" https://t.co/PkRWv9A9Nw
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$AMAT CEO: "..we expect to grow our semiconductor equipment business more than 20% this calendar year. We see the demand profile weighted towards the second half of the calendar year, with availability of customer clean room space being a key factor pacing the rate of investment" https://t.co/PkRWv9A9Nw
Applied Materials CEO: "Our strong performance and outlook for 2026 and beyond are fueled by the acceleration of investments in AI computing."
$AMAT: +14% AH https://t.co/nxZ6xCPQid tweet
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The Transcript
Roku CEO: "...we previously set a goal to achieve positive operating income in 2026. We reached that milestone in the second half of 2025 and were nearly breakeven for the full year. Net income was positive for the year..."
$ROKU: +13% AH https://t.co/YKLtTuzd3M
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Roku CEO: "...we previously set a goal to achieve positive operating income in 2026. We reached that milestone in the second half of 2025 and were nearly breakeven for the full year. Net income was positive for the year..."
$ROKU: +13% AH https://t.co/YKLtTuzd3M
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DAIR.AI
RT @dair_ai: Claude Code is one of the most powerful tools for AI builders.
We are excited to introduce our new on-demand course on how to vibe code AI apps with Claude Code.
We cover topics ranging from connecting services to memory to leveraging Skills to build full AI apps. https://t.co/1xceurnf15
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RT @dair_ai: Claude Code is one of the most powerful tools for AI builders.
We are excited to introduce our new on-demand course on how to vibe code AI apps with Claude Code.
We cover topics ranging from connecting services to memory to leveraging Skills to build full AI apps. https://t.co/1xceurnf15
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Offshore
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The Transcript
$COIN Coinbase CEO: "Crypto is cyclical, and experience tells us it’s never as good, or as bad as it seems. While asset prices can be volatile, under the surface, an undercurrent of technological change & crypto product adoption continues. We’re taking advantage of this opportunity. We’ve repurchased a total of 8.2M shares since November 2025."
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$COIN Coinbase CEO: "Crypto is cyclical, and experience tells us it’s never as good, or as bad as it seems. While asset prices can be volatile, under the surface, an undercurrent of technological change & crypto product adoption continues. We’re taking advantage of this opportunity. We’ve repurchased a total of 8.2M shares since November 2025."
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Offshore
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The Transcript
Coinbase has a TLDR section in its FY 25 shareholder letter.
$COIN: 2.4% AH https://t.co/hNhfHkOxl8
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Coinbase has a TLDR section in its FY 25 shareholder letter.
$COIN: 2.4% AH https://t.co/hNhfHkOxl8
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Offshore
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The Transcript
Dutch Bros CEO: "...Dutch Bros not only delivered a record-breaking year, but reinforced our well-defined path of sustainable, profitable growth."
$BROS: 13% AH https://t.co/2SQ9UT50n5
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Dutch Bros CEO: "...Dutch Bros not only delivered a record-breaking year, but reinforced our well-defined path of sustainable, profitable growth."
$BROS: 13% AH https://t.co/2SQ9UT50n5
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Bourbon Capital
$SPGI Director just purchased over $1 Million worth of shares
this is the largest insider purchase since 2015 https://t.co/5dxVtelq5O
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$SPGI Director just purchased over $1 Million worth of shares
this is the largest insider purchase since 2015 https://t.co/5dxVtelq5O
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Jukan
OpenAI: DeepSeek is using unfair and increasingly sophisticated methods to extract outputs from leading U.S. AI models to train its next-generation R1 chatbot. https://t.co/gMwJlkWdeY
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OpenAI: DeepSeek is using unfair and increasingly sophisticated methods to extract outputs from leading U.S. AI models to train its next-generation R1 chatbot. https://t.co/gMwJlkWdeY
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Offshore
Video
Brady Long
Wild.
V2Fun turns this video into a pro-grade 3D model in one click.
Cop an invite code in the original post’s Discord. Early access is live. @V2FUN_official
#V2Fun #ai3d #3Dmodeling https://t.co/PjOYlJRcwp
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Wild.
V2Fun turns this video into a pro-grade 3D model in one click.
Cop an invite code in the original post’s Discord. Early access is live. @V2FUN_official
#V2Fun #ai3d #3Dmodeling https://t.co/PjOYlJRcwp
The 3D revolution is here—and YOU can lead it 🚀
V2Fun Early Access is live! Create pro-grade 3D models & animations from images, text, or video in one click.
🔥 Limited Beta Invite Codes in our Discord: https://t.co/i1T2thSlH3
#v2fun #ai3d #motioncapture #gamedevs #3dmodeling https://t.co/meFTqJtnYf tweet