Tweevest

The free CANSLIM screener you've always dreamed of. Leaders, bases, breakouts: all in one place.

$AAOI $45–50 and 96M shares: market cap $4.5B, annualized Q4 guide $1.6B revenue and $2.20 non-GAAP EPS → 3x sales, 20x annualized earnings, for a company guiding +49% sequential growth ‼️

Everyone keeps calling the AI slowdown. Earnings so far: $ALAB rev +154% YoY, beat by 6% $BE rev +138% YoY, beat by 15% $AAOI rev +127% YoY, EPS beat $CRDO rev +115% YoY $IREN AI Cloud rev x2.8 QoQ, $20.3B backlog Where exactly is the slowdown?

$AMD reports today after the close 🗓️ Revenue growth: +36% → +34% → +38% → +50%. Street expects +42% and $13.1B for Q3. EPS: $4.17 (FY25) → $7.66 FY26e → $16.29 FY27e 29x FY27 earnings, 29% off its high. Funds: 2,735 → 4,227 in 2 yrs. Ask Tweevest AI → tweevest.com/ai

$FSLY reports Wed after the close 🗓️ Revenue growth has gone +15% → +23% over the last 4 quarters. Street expects +19% for Q3. EPS: $0.11 (FY25) → $0.52 FY26e → $0.64 FY27e 33x FY27 earnings, 39% off its high Ask Tweevest AI about $FSLY → tweevest.com/ai

Tech earnings this week 🗓️ Mon: $PLTR (+84% rev expected) Tue: $AMD $SMCI $SHOP $ANET $ALAB Wed: $APP $ARM $DDOG $COHR $MELI $QCOM $UBER Thu: $AAOI $LITE $ABNB $NET $AXON $TEAM $MCHP Fri: $VST Biggest expected growth: $IONQ +254%, $SMCI +249%, $ALAB +139%, $LITE +135%, $AAOI +126%. Ask Tweevest AI about any of them → tweevest.com/ai

$AAOI is 69% below its May high. The estimates are not. 📈 Revenue growth: +34% → +51% → +86% → +126%e 🏦 Funds holding: 161 → 547 in 2 yrs 💰 EPS: −$0.64 (2025) → $5.55 (2027e) 🎯 12x 2027 EPS · target $184 Earnings Thursday. Ask Tweevest AI 👇 tweevest.com/ai

Big Tech’s AI spending cycle keeps accelerating, despite current fears! 👀 $MSFT: Azure Q2 growth guidance of 49–50% in constant currency. Demand still exceeds supply, with some third-party GPU contracts delayed to the second half. $GOOGL: Cloud revenue grew 103%. Supply constraints are pushing it toward third-party compute, weighing on near-term Cloud margins. $AMZN: AWS grew 39.3%, with a $578B backlog. Management expects growth above 40% in both 2027 and 2028. $META: Still shaping its 2027 plans, but expects to “continue investing aggressively.” Serving costs could rise as its Muse AI agent scales.

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The RS Score, explained in 40 seconds. 1 to 99, vs every US stock. 80+ = top 20%. Compare RS 1M, 3M and 12M to see where the momentum is going, then add Industry Rank below 41 and an RS line at new highs. That's the leader profile. All in the Tweevest screener: tweevest.com/screener #CANSLIM #trading #AI

The Tweevest screener just got 11 new ways to find leaders early 🔎 • Avg $ volume, up/down volume ratio, ADR %, pocket pivots • Gross, operating, net & FCF margin trends • Industry Rank today, 1M and 3M ago • Institutional ownership accelerating • Describe a screen in plain English, copy results as cashtags tweevest.com/screener #CANSLIM #trading #screener

$NBIS +6.96%, yet fell initially on Microsoft's capex timing concerns. This may be an unpopular take, but capital access is the real dividing line in infrastructure. Nebius secured $3.5 billion from Citi on top of a $775 million facility. Gartner projects AI-optimized IaaS spending at around $66 billion in 2027. The constraint is not demand, it's execution capacity and secured balance sheets. tweevest.com/chart?symbol=NB…

$MSFT cut its 2026 capex guidance to $170 billion from $175 billion, citing delays in third-party data center capacity. Cloud revenue hit $63.9 billion with 30% growth. OpenAI generated $10 billion in quarterly revenue. The capex cut reflects timing of third-party buildout, not weakening demand. Capital-backed infrastructure players like Nebius, which just secured $3.5 billion from Citi, will accelerate orders when delays clear.

$NVDA & $ORCL Two things happened today that I think belong in the same sentence. Nvidia announced a $3 billion investment in Meta's equity offering. AMD put in $1 billion separately. Then Oracle expanded its Nvidia deal to multi-gigawatt scale while also adding Google TPUs and Cerebras to OCI. The largest customers are diversifying suppliers, and Nvidia is responding by becoming a shareholder in the customers. I don't think that's a coincidence. NVDA closed at $217.94, around 10% below its 52-week high of $243.37.

What we look for in a leader: ✅ RS Score 80+ ✅ EPS Score 80+ ✅ Within 15% of its 52-week high ✅ EPS growth >20% ✅ Sales growth >20% ✅ EPS acceleration ✅ Sales acceleration ✅ Instit Ownership Tweevest shows all five on one screen tweevest.com/screener #CANSLIM #trading