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@schaeffers Avatar @schaeffers Schaeffer's Investment Research

Several major companies are set to report earnings, including Airbnb, Block, and Datadog, with implied earnings moves ranging from XXXX% to 19.6%. Datadog's earnings report caused its stock to surge to a 4-year high. Meanwhile, market trends indicate that tech stocks are experiencing volatility, and retail investors are expected to support stocks into year-end.

Engagements: XXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance #6645 stocks #5427 technology brands XXXXX% cryptocurrencies #4786 automotive brands XXXX% countries XXXX% fashion brands XXXX% exchanges XXXX% currencies XXXX% social networks XXXX%

Social topic influence ai 6.84%, bullish #549, strong 3.07%, $spx #319, flow #2573, $nvda #1197, eps #179, $adbe #57, stocks #3079, $nflx #376

Top accounts mentioned or mentioned by @tenaglia_john @nasdaqexchange @wsj @deadline @theinformation @testacc46997390 @marketprophit @morganstanley @msciinc @kalshi @optionsclearing @dowjones @jeffmacke @secgov @idc @factset @seekingalpha @millertabakco @gerberkawasaki @soberlook

Top assets mentioned SPX6900 (SPX) NVIDIA Corp. (NVDA) Adobe, Inc. (ADBE) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Oracle Corporation (ORCL) Marvell Technology Inc (MRVL) Snowflake, Inc. (SNOW) Intel Corporation (INTC) GameStop, Corp. (GME) Eli Lilly and Company (LLY) Campbell Soup Company (CPB) Lululemon Athletica Inc (LULU) Cream (CRM) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) Metadium (META) Warner Bros Discovery, Inc. (WBD) Kroger Co (KR) Carvana Co. (CVNA) Bitcoin (BTC) Crowdstrike Holdings Inc (CRWD) Doge Jones Industrial Average (DJI) SATS (Ordinals) (SATS) IonQ, Inc. (IONQ) Paramount Skydance Corporation Class B Common Stock (PSKY) Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI) Regeneron Pharmaceuticals Inc (REGN) CoreWeave, Inc. (CRWV) Builders FirstSource, Inc. (BLDR) Synopsys, Inc. (SNPS) Costco Hot Dog (COST) Hims & Hers Health, Inc. (HIMS) Accenture (ACN) HP Inc (HPQ) Trade Desk, Inc. (TTD) Robinhood Markets, Inc. (HOOD) Novo-Nordisk (NVO) Hewlett Packard Enterprise Co (HPE) Pure Storage, Inc. (PSTG) UiPath, Inc. (PATH) Western Digital Corp (WDC) Boeing Co (BA) Docusign Inc (DOCU) Microsoft Corp. (MSFT) DAOLaunch (DAL) GE Vernova Inc. (GEV) Strategy (MSTR) Planet Labs PBC (PL) Micron Technology, Inc. (MU) BlackCoin (BLK)

Top Social Posts

Top posts by engagements in the last XX hours

"DEAL ALERT: Eli Lilly $LLY plans to acquire Adverum Biotech $ADVM for up to $12.47/share in cash & CVRs tied to milestones. Adverum's lead therapy Ixo-vec targets wet AMD expanding Lillys gene therapy capabilities. Deal expected to close 4Q25"
X Link 2025-10-24T13:38Z 12.3K followers, 1289 engagements

"Regeneron $REGN trading was just halted & just announced FDA has approved EYLEA HD for macular edema tied to retinal vein occlusion The agency also cleared monthly dosing across all HD indications backed by the Phase X QUASAR win"
X Link 2025-11-19T21:13Z 12.3K followers, 2074 engagements

"OpenAI may be the face of AI but its partners are the ones holding the bag. & that bag is full of $100B+ in debt (per FT) for data centers & compute buildouts. Oracle $ORCL SoftBank CoreWeave $CRWV Crusoe & Blue Owl $OWL shoulder the risk. AI halo or AI liability ๐Ÿซค"
X Link 2025-11-28T14:58Z 12.3K followers, XXX engagements

"๐Ÿšจ $ACHC popping +7.29% today after Khrom Capital (5.5% stake) calls for a strategic review including a possible SALE. Activists piling on (Engine Capital too) say: Excuses are no longer acceptable. Traders eyeing activist pressure as the catalyst"
X Link 2025-10-02T19:14Z 12.3K followers, XXX engagements

"20 $SPX names have gone 10-for-10 green Novembers TOP: $BLDR +14.18% avg TECH: $SNPS $CDNS $TEL CONSTRUCTION: $LII $MAS FINANCIALS: $AFL $PFG CONSUMER: $COST $PHM November really is the Santa rally starter month. ๐ŸŽ…๐Ÿ“ˆ"
X Link 2025-11-09T23:15Z 12.3K followers, 1456 engagements

"UNUSUAL OPTIONS ACTIVITY ALERT: $HTZ ๐Ÿ‘‰ 54K calls & 51K puts running at 5X avg volume ๐Ÿ‘‰ Most active contracts: Nov 9Cs & Dec 9Cs Stock -1.7%; pacing for 4th loss in X sessions. pulling back from Sept highs & stuck under $X since July Still +67.6% YTD"
X Link 2025-11-11T17:02Z 12.3K followers, XXX engagements

"Bilibili $BILI Earnings Prep for Thu 11/13 AM: Est. EPS $XXXX on $1.07B rev (+2.8% y/y) Beat EPS XX% & rev XX% last 2Y Watching ad recovery & user monetization trends Stock down double-digits YTD; sentiment muted"
X Link 2025-11-12T18:18Z 12.3K followers, XXX engagements

"$HIMS just launched Labs a new blood-test analysis product offering doctor-developed action plans & medical recommendations. Runs $199-$499/yr w/ draws via Quest Diagnostics $DGX. Stock -X% today & remains under pressure now down -XX% since mid-Oct amid momo stock weakness"
X Link 2025-11-13T18:39Z 12.3K followers, 1010 engagements

"Two big earnings reports tomorrow: $XPEV $TCOM"
X Link 2025-11-16T11:10Z 12.3K followers, XXX engagements

"Our quant found that there are BULLISH implications on returns for these stocks for remainder of 2025 despite being BEAT DOWN year-to-date Names: $ACN $ADBE $ARE $BAX $BLDR $CAG $CHTR $CLX $CMCSA $CMG $CPB $CPRT $CRM $DECK $DOW $GIS $GPN $HPQ $HRL $IP $LULU $LYB $MRNA $OKE $STZ $TGT $TTD $UPS $ZTS"
X Link 2025-11-19T15:23Z 12.3K followers, XXX engagements

"Kroger $KR sinking today a it's shutting down three automated delivery fulfillment centers & will take a $2.6B Q3 charge. Stock -XXX% today failing again at the 80DMA after bouncing off the lowest level since March"
X Link 2025-11-20T17:47Z 12.3K followers, XXX engagements

"Marvell Tech $MRVL -X% today +30% YTD; now testing $XX support & bullish 320DMA setup Past signals: XX% win rate +7.7% avg 30D return. Sentiment is stretched in put/call ratio in the 99th percentile"
X Link 2025-11-20T20:45Z 12.3K followers, XXX engagements

"9:00AM TODAY: Changes from the @MSCI_Inc Quarterly Index Review go live The largest additions to the MSCI World Index today include CoreWeave $CRWV Nebius Group $NBIS & Insmed $INSM"
X Link 2025-11-24T11:13Z 12.3K followers, XXX engagements

": $CVNA ๐Ÿ”ต Upgraded to Outperform at Wedbush PT hiked to $XXX Recent pullback tied to $KMX weakness & credit worries is overdone. Expects Carvana to surpass their retail volume by 4Q26 6M ahead of prior forecasts. sees path to 3M annual unit sales by 2033"
X Link 2025-11-24T15:12Z 12.3K followers, XXX engagements

"NetApp $NTAP is jumping +5% AH after a clean beat & raise: Q2 GAAP EPS $XXXX vs $XXXX adj $XXXX vs $XXXX rev $1.71B beat. FY EPS now $7.75-$8.05 (raised). Q3 rev $1.62-$1.77B; GAAP EPS $1.52-$1.62"
X Link 2025-11-25T22:14Z 12.3K followers, XXX engagements

"PreMarket News: $HOOD jumping with Bitcoin as pushes above $91K. $M climbing on Black Friday strength. $TLRY to enact 1-for-10 reverse split on 12/2. $SNDK rises as Western Digitals spinoff hits $SPX today"
X Link 2025-11-28T14:29Z 12.3K followers, XXX engagements

"BREAKING: Novo Nordisk $NVO just submitted an FDA application for a XXX mg Wegovy dose. Phase X STEP UP trial showed XXXX% average weight loss. Current top dose is XXX mg. Thanks to Priority Voucher status FDA review could wrap in 1-2 months"
X Link 2025-11-28T16:17Z 12.3K followers, XXX engagements

"Eli Lilly $LLY is now tracking for 3rd straight daily drop after last weeks $1112 record though still +34% y/y. Options flow staying bullish w/ 50-day call/put ratio (2.23) in 93rd %ile SOIR at XXXX shows strong short-term call demand & SVI at XX% signals cheap options"
X Link 2025-12-01T17:31Z 12.3K followers, XXX engagements

"Goldman Sachs just opened eVTOL coverage & named $BETA Technologies its top pick GS starts BETA at Buy citing its OEM & parts-supplier model early revenue from CTOL aircraft & $GE defense partnership. $JOBY gets Sell while $ACHR & $EVEX land at Neutral"
X Link 2025-12-01T18:07Z 12.3K followers, XXX engagements

"ConocoPhillips $COP rebounded +1.8% today still -X% YTD & capped by cluster of MAs overhead. w/ crude back near $XX & geopolitical risk elevated traders are watching for a breakout. Analyst sentiment remains strong across the oil majors but downgrades loom if headlines worsen"
X Link 2025-12-01T19:07Z 12.3K followers, XXX engagements

"2X LEVERAGE IS HOT ENOUGH ๐Ÿ˜ฎ๐Ÿ’จ @SECGov just officially pushed back on the next wave of high-octane ETFs telling Direxion ProShares & Tidal that 2x leverage raises unacceptable risk Launches are now paused & filings must be reworked or withdrawn"
X Link 2025-12-03T12:41Z 12.3K followers, XXX engagements

"Catalyst Watch: At 10AM today GlobalFoundries $GFS is hosting an investor webinar on opportunities in physical AI featuring market outlook technical roadmap & strategic positioning. Could move sentiment in the semiconductor space. LISTEN LIVE:"
X Link 2025-12-03T13:11Z 12.3K followers, XXX engagements

"GitLab $GTLB just faceplanted ๐Ÿซ  Q4 guide disappointed on its own. and then management dropped an incorrect FY EPS number before correcting it LOWER Cringe. Mizuho Goldman KeyBanc Wells & others all trimming price targets"
X Link 2025-12-03T13:28Z 12.3K followers, XXX engagements

"Apple's $AAPL iPhone shipments are expected to jump +6.1% to a record 247.4M units this year fueled by the iPhone 17s strong launch (per @IDC) That would top Apples 2021 record AND outpace global smartphone growth of just +1.5%. ๐Ÿฅณ"
X Link 2025-12-03T15:00Z 12.3K followers, XXX engagements

"Hewlett Packard $HPE Earnings Prep for Thu PM): Est: $XXXX EPS on $9.91B rev (+16% y/y) Beat EPS XX% rev XX% last 2Y Focus: AI server demand Juniper integration AI infra deals $931M DoD deal Recent FY26 guide & execution concerns weigh on sentiment +3% YTD"
X Link 2025-12-03T20:40Z 12.3K followers, XXX engagements

"This mornings adjusted earnings were green across the board with one exception. $AEO: Beat $CRWD: Beat $M: Big beat $MRVL: Slight beat $OKTA: Beat $PSTG: Small miss"
X Link 2025-12-03T21:47Z 12.3K followers, XXX engagements

"Today's Unusual Options Activity 12/3/25: $NFLX $XLI $MRVL $CRM $ONDS $NE $IRBT $SNOW $PATH $QCOM $CAPR $RR $CRWD $BMY $POET $AA $WDC $VALE $GTLB $OKTA $AEO $KR"
X Link 2025-12-03T21:48Z 12.3K followers, XXX engagements

"Walmart $WMT is coming for the $900B club per @FactSet They'd be member #12"
X Link 2025-12-03T23:07Z 12.3K followers, XXX engagements

"Boeing $BA just said its $4.7B Spirit AeroSystems $SPR deal could close by EOY after FTC approval Regulators require divestitures & dual monitors to protect Airbus and defense competition. Boeing will regain key XXX fuselage ops while Airbus takes NC & Belfast sites"
X Link 2025-12-04T14:20Z 12.3K followers, XXX engagements

"The "cheap & hated" basket is BACK $KSS XXXX% SI $JACK XXXX% SI $CAL XXXX% SI $LOVE XXXX% SI $GO 22.5%. SI PLUS low P/Es across the board. Usually marks a value trap but these are the exact profiles that explode when a surprise catalyst hits (h/t @SeekingAlpha)"
X Link 2025-12-04T14:30Z 12.3K followers, XXX engagements

"Hewlett Packard $HPE has an implied earnings move of XXXX% Friday"
X Link 2025-12-04T21:10Z 12.3K followers, XXX engagements

"DocuSign $DOCU options imply a move of XXXX% post-earnings"
X Link 2025-12-04T21:12Z 12.3K followers, XXX engagements

"PREMARKET (ADJUSTED) EARNINGS BEATS: โœ” $DG XXXX vs XXXX โœ” $FIVE XXXX vs XXXX โœ” $KR XXXX vs XXXX โœ” $CRM XXXX vs XXXX โœ” $SNOW XXXX vs XXXX โœ” $PATH XXXX vs 0.15"
X Link 2025-12-04T22:25Z 12.3K followers, XXX engagements

"Sooo @theinformation just reported that Microsoft $MSFT may move future custom chip design from Marvell $MRVL to Broadcom $AVGO $MRVL wobbled on the headline but bounced back. Broadcom just keeps stacking hyperscaler wins. & Marvell's Azure pipeline just got a question mark"
X Link 2025-12-05T20:45Z 12.3K followers, XXX engagements

"CoreWeave $CRWV on the charts: Stock has rebounded from the 11/21 low ($65.22) reclaiming the 10DMA and 20DMA though still trading down over -XX% this quarter. NOTE: Short interest jumped XXXX% in two weeks now XXXX% of float. ๐Ÿ‘€๐Ÿ‹"
X Link 2025-12-08T16:42Z 12.3K followers, XXX engagements

"Midday Check: Stocks flipped red at midday: $DJI -100+. $SPX & $IXIC lower both pacing to end 4-day win streaks. 10Y yield keeps climbing to XXXX% pressuring equities. And $VIX is pacing for its first gain in five sessions"
X Link 2025-12-08T17:12Z 12.3K followers, XXX engagements

"$BALY +23% on 2.7B Intralot deal boosting liquidity & global gaming"
X Link 2025-10-21T17:05Z 12.3K followers, XXX engagements

"$GEMI just posted a clean Q3 beat: Rev: $50.6M vs $47.4M est Net losses narrowed sharply to -$6.67 from -$18.33 1Y ago Trading volume surged to $16.4B (institutional flow leading Monthly users up to 587K Platform assets: $21.3B (+61% y/y)"
X Link 2025-11-10T21:37Z 12.3K followers, 1624 engagements

"TODAY: John Deere $DE hosts its Analyst Day. Jefferies says the spotlight will be on capital discipline and growth optionality as management lays out its multi-year roadmap"
X Link 2025-12-08T14:28Z 12.3K followers, 1013 engagements

"Warby Parker $WRBY jumped XX% after Google $GOOGL just confirmed AI glasses are coming in 2026. The multi-year partnership includes up to $150M in WRBY funding & an equity stake with plans for both screen-free and display models built on Android XR. Short interest: 10.4%"
X Link 2025-12-08T19:08Z 12.3K followers, XXX engagements

"Apple $AAPL is now the LEAST correlated stock in BATMMAAN even lower than $TSLA (long considered the outlier). 90D return correlations show AAPL trading on its own island as its slow AI progress detaches it from the AI trade. Plus. Apple just quietly retired its AI chief ๐Ÿง"
X Link 2025-12-09T16:31Z 12.3K followers, XXX engagements

"Firefly Aerospace $FLY is officially set to join the Russell 2000 & Russell 3000 on 12/22 as part of the 2025 reconstitution ๐Ÿฅณ Inclusion means automatic placement into the appropriate growth/value indexes & passive fund inflows. $RUT $IWM"
X Link 2025-12-09T16:39Z 12.3K followers, XXX engagements

"$NVDA's H200s wont go STRAIGHT to China. @WSJ: Every GPU must 1st route from TSMC to U.S. security checkpoint to approved China buyers enabling U.S. to take its XX% cut w/o tagging it an export tax. This workaround could also clear a path for $AMD & $INTC AI chip sales"
X Link 2025-12-09T20:25Z 12.3K followers, XXX engagements

"Market Recap: Market's holding its breath for tomorrows Fed call: $DJI red thanks to $JPM but $RUT ripped to an intraday ATH. Futures now imply an XX% chance of a rate cut. JOLTS quits fell to 5Y lows (more evidence the labor markets losing heat heading into Fed decision)"
X Link 2025-12-09T21:26Z 12.3K followers, XXX engagements

"๐Ÿ“ Nvidia $NVDA announced today dev of location-verification tech for GPUs. it detects which where a chip is operating by tapping confidential computing inside GPUs to prevent restricted market smuggling. Chinas Hu Xijin: "grave security risk" & implies could cool demand ๐Ÿ‘‡"
X Link 2025-12-10T16:15Z 12.3K followers, XXX engagements

"Markets expect Fed to cut today & to sound hawkish while doing it. GS says Powell can signal caution X ways: X Tougher language on additional cuts X Spotlighting the hawks in the Q&A X A dot plot that leans higher-for-longer Rate futures Already walking back 2026 cut hopes"
X Link 2025-12-10T17:11Z 12.3K followers, XXX engagements

"Beta Technologies $BETA popping premarket after just securing a 10-year $1B deal to supply electric motors to rival Eve Air Mobility backed by Embraer This highlights Betas supplier advantage after GE Aerospaces $300M investment along w/ bullish analyst notes from MS & GS"
X Link 2025-12-02T14:16Z 12.3K followers, XXX engagements

"Snowflake $SNOW beat on Q3 rev & EPS (+29% y/y). Posted strong margins XXX% NRR & expanded AI partnerships w/ $AMZN $ACN & Anthropic. But shares are -X% after hours as Q4 product-rev guide came in "only" in line with estimates. apparently not enough for lofty AI expectations"
X Link 2025-12-03T21:52Z 12.3K followers, XXX engagements

"Snowflake's $SNOW post-earnings slide didnt break the trend: its 100DMA stepped in to save the day again Even after todays drop SNOW is still +54% YTD. And with an SVS of XX the name consistently moves more than options expect. WATCH IT"
X Link 2025-12-04T15:55Z 12.3K followers, XXX engagements

"$GOOGL keeps grinding: X monthly wins X weekly gains and STILL near its $XXX record high AI chatter & rumored Meta chip talks are helping fuel interest. Options tape is running hot: 4.2M calls & 2.4M puts in XX days led by the weekly 11/28 320Cs. ๐Ÿ”ฅ"
X Link 2025-12-08T20:02Z 12.3K followers, 1045 engagements

"AT&T $T laying out multi-year runway: ๐Ÿ”น Reaffirms FY25 guide (EPS $1.97-$2.07) ๐Ÿ”น $4B buybacks next year & $20B through XX ๐Ÿ”น Fiber push accelerates w/ $SATS spectrum & $LUMN deal ๐Ÿ”น Goal: 60M fiber locations by 2030 Leverage trending back to 2.5x within 3Y post-EchoStar"
X Link 2025-12-08T22:28Z 12.3K followers, XXX engagements

"๐Ÿ“Œ $NFLX almost hit 1M contracts w/ bets on M&A chaos. ๐Ÿ“Œ $CVNA flow king of 2025 big upside call demand again. ๐Ÿ“Œ $WRBY & $CFLT monster multiples of avg vol (26x & 21x). ๐Ÿ“Œ $CNI shocker: 313x normal activity. what's brewing ๐Ÿ“Œ Quiet-but-bullish clusters in $DAL $PG $ONB"
X Link 2025-12-08T23:20Z 12.3K followers, XXX engagements

"Todays lineup of investor events: ๐Ÿ“ข $HD Analyst/Investor Day ๐Ÿ“ข $GHC Investor Day ๐Ÿ“ข $ANDE Investor Day ๐Ÿ“ข $CVS Investor Day ๐Ÿ“ข $ELAN Investor Day ๐Ÿ“ข $LGND Investor Day ๐Ÿ“ข $GEV Investor Update"
X Link 2025-12-09T14:38Z 12.3K followers, XXX engagements

"$AVAV pulling back from Oct. highs but still +83% YTD w/ $XXX floor holding firm Stock eyeing a breakout above 20DMA Heavy pessimism w/ 50-day put/call ratio in 99th %ile Todays options flow ft. 1500+ calls SVS is 99/100 so AVAV usually outperforms vol expectations"
X Link 2025-12-09T16:27Z 12.3K followers, XXX engagements

"$NRG Energy +3% after UBS initiates coverage with a Buy and a $XXX PT Stock is already +87% YTD but has been stuck in a tight range since September. Todays upgrade could be the catalyst to break that consolidation on the NYSE leaderboard. ๐Ÿ‘€"
X Link 2025-12-09T18:18Z 12.3K followers, XXX engagements

"While $SPX & $IXIC stall out today Russell 2000 $RUT is breaking out again. +0.5% & above its 12/4 ATH Small caps have been the pure-play Fed cut trade & w/ XX% odds of a cut tomorrow the rate-beta crowd is pressing the gas"
X Link 2025-12-09T20:44Z 12.3K followers, XXX engagements

"Cantor just flipped the lights green: ๐ŸŸข Early Nov washout created a clean slate ๐ŸŸข Strong Q4 consumer & X% GDP ๐ŸŸข 2026 tax refunds & full capex expensing ๐ŸŸข Potential targeted stimulus into midterms Their call Equities could pop into EOY & carry momentum into 1H26"
X Link 2025-12-09T21:40Z 12.3K followers, XXX engagements

"AI'S POWER HUNGER IS GE VERNOVA'S $GEV ROCKET FUEL GEV just doubled its dividend boosted buybacks to $10B & raised long-term EBITDA targets. Backlog seen growing to $200B as data centers & electrification juice demand. Stock +86% YTD & CEO says growth is "accelerating." ๐ŸŒฌ๐ŸŒฌ"
X Link 2025-12-09T22:05Z 12.3K followers, XXX engagements

"GE Vernova $GEV +10% premarket after raising its 2028 outlook to $52B revenue (20% adj. EBITDA margin) doubling dividend to $XXXX and expanding buyback to $10B Backlog marched from $135B to $200B as AI/data-center demand accelerates. Stock now +105% YTD"
X Link 2025-12-10T13:47Z 12.3K followers, XXX engagements

": $OWL ๐ŸŸข Sees XX% upside as valuation looks compelling: strong fundraising solid credit & manageable redemption risk. Fee-related earnings CAGR 20%+ margins 57-58% & liquidity remains robust"
X Link 2025-12-10T14:59Z 12.3K followers, XXX engagements

"EchoStar $SATS is ripping AGAIN. Why MS Upgrade & PT hike to $XXX Holds SpaceX shares via $26B+ in spectrum deals Every $XXX in SpaceX valuation is $XX per SATS share SpaceX IPO rumors fuel upside optionality Spectrum sales +330%"
X Link 2025-12-10T17:06Z 12.3K followers, XXX engagements

"$HIMS is slipping after lawmakers introduced SAFE Drugs Act a bill that'd sharply limit compounding of GLP-1 weight-loss drugs. Citi calls the bill a major headwind saying it could "significantly curtail" Hims ability to compound GLP-1s. its fastest-growing revenue stream.๐Ÿ˜ณ"
X Link 2025-12-10T18:08Z 12.3K followers, XXX engagements

": $MSTR Responds to MSCI Exclusion Strategy pushed back on plan to remove crypto-treasury names holding XX% digital assets. Its not an investment fund; it's a biz creating shareholder value w/BTC XX% threshold is "arbitrary discriminatory & unworkable.""
X Link 2025-12-10T18:49Z 12.3K followers, XXX engagements

"3 The balance of risks paragraph dropped a bomb ๐ŸŸข "downside risks to employment rose in recent months." Translation: This is the first time the Fed explicitly flags labor risk as a primary concern. This is the dovish pivot traders should circle in RED"
X Link 2025-12-10T19:19Z 12.3K followers, XXX engagements

"Oracle $ORCL just beat on earnings missed on revenue: Q2 Non-GAAP EPS $XXXX (+$0.62 above estimates) on revenue of $16.06B (+13.9% y/y) missing by $130M. โ˜ Cloud rev surged XX% to $8B w/ IaaS +68% & SaaS +11%. ๐Ÿ’ฐ Remaining performance obligations hit record $523B (+438%)"
X Link 2025-12-10T21:11Z 12.3K followers, 1782 engagements

"Pure Storage $PSTG just approved an additional $400M for share repurchases adding to the $20M left from its $250M program announced earlier this year"
X Link 2025-12-10T21:15Z 12.3K followers, XXX engagements

"Planet Labs $PL +8.8% AH on strong Q3 beat โ˜‘ Q3 EPS: $XXXX (beat by $0.04) โ˜‘ Q3 REV: $81.3M (beat by $9M) โ˜‘ Q4 REV GUIDE: $76-$80M vs. $73.6M est. โ˜‘ FY26 REV GUIDE: $297-$301M vs. $284M est"
X Link 2025-12-10T21:19Z 12.3K followers, XXX engagements

"Broadcom $AVGO extends its rally ahead of earnings tomorrow closing 5th straight win today. Q4 Est: $XXXX EPS on $17.5B revenue Analysts are overwhelmingly bullish (37 Buys). $AVGO has swung an average XXX% post-earnings over last X years in line w/ XX% move implied now"
X Link 2025-12-10T21:28Z 12.3K followers, XXX engagements

"$ADBE posted record Q4 results as AI tools drove demand. XX% rev growth to $6.19B topped est w/ adjusted $XXXX EPS also beat est. RPO +13% to $22.5B. FY2026 guide & Q1 guide both above est. CEO: "Record results reflect our growing role in the global AI ecosystem.""
X Link 2025-12-10T21:31Z 12.3K followers, XXX engagements

"Robinhood $HOOD saw lower m/m volumes in equities ($201.5B -37%) options (193.2M contracts -28%) and crypto ($28.6B vs. $32.5B) in November"
X Link 2025-12-10T21:35Z 12.3K followers, XXX engagements

"$THS +14.94% after report that UK PE firm Investindustrial is preparing a $3B take-private offer Rumor surfaced through a LinkedIn post on Friday & nowit's circulating among traders. TreeHouses EV sits around $2.5B"
X Link 2025-09-29T18:12Z 12.3K followers, 1055 engagements

"๐ŸŒŠ Flood insurer Neptune $NP made a splash in its NYSE debut opened at $XXXXX vs $XX IPO price. Shares climbed as much as XX% already valuing the AI-driven underwriter at $3.1B. Demand was 20x oversubscribed () with big backing"
X Link 2025-10-01T16:27Z 12.3K followers, XXX engagements

"BIT Mining $BTCM is rebranding to SOLAI Limited $SLAI officially on 10/20. This is part of its strategy to pivot from crypto mining to AI and blockchain infrastructure"
X Link 2025-10-10T11:58Z 12.3K followers, XXX engagements

"BULL SIGNAL: Antero Resources $AR Stock bouncing off key $XX support & testing 40MMA. Past signals result in XXX% win rate & avg +6.4% 30D gain ALSO: Heavy put skew (10D put/call XXXX 96th %ile) as potential unwind fuel & SVI in low 22nd %ile meaning cheap options setups"
X Link 2025-10-15T18:23Z 12.3K followers, XXX engagements

"Hologic $HOLX jumps to YTD highs on $17B buyout buzz from $BX & $TPG breakout above $XX extending 5D win streak Options activity is on FIRE: ๐Ÿ”ฅ 50D put/call vol ratio at record low (100th %ile call-buying) ๐Ÿ”ฅ SOIR: XXXX (11th %ile) ๐Ÿ”ฅ 2200+ calls traded already (6x the norm)"
X Link 2025-10-20T15:30Z 12.3K followers, XXX engagements

"Barclays $BCS catching a bid after raising FY guide and launching a 500M buyback Barclays now targets XX% RoTE and accelerating distributions. even as it books motor finance charges"
X Link 2025-10-22T14:02Z 12.3K followers, XXX engagements

"American Airlines $AAL has an implied earnings move of 5.49%"
X Link 2025-10-23T12:26Z 12.3K followers, XXX engagements

"$PSN just quietly landed a seat on a $10B U.S. Navy contract Parsons will compete for task orders supporting logistics sustainment & stability ops globally. +1.4% premarket"
X Link 2025-10-24T12:11Z 12.3K followers, XXX engagements

"American Water Works $AWK just announced it will buy Essential Utilities $WTRG in an all-stock deal valued at $12B Essential shareholders will receive XXXXX $AWK per share which is approx a XX% premium. Deal should close 1Q27"
X Link 2025-10-27T12:07Z 12.3K followers, XXX engagements

"WSJ: $LULU tops U.S. companies with Canadian revenue exposure with approx. XX% of its total revenue comes from CA well ahead of peers like $VTR $CF $XOM $F & $WELL. This is an impactful layer to the current Lululemon stock breakout setup"
X Link 2025-10-27T15:29Z 12.3K followers, XXX engagements

"Earnings on deck for Tuesday 10/28: $AMT $AOS $BKNG $BXP $CARR $GLW $CSGP $DHI $ECL $EIX $EA $EQR $XPND $HUBB $INCY $IVZ $IQV $LH $MDLZ $MSCI $NEE $NVS $OKE $PYPL $PPG $REGN $RCL $STX $SHW $SOFI $SYY $TER $UNH $UPS $VLTO $V $W $XYL $ZBRA"
X Link 2025-10-27T18:40Z 12.3K followers, XXX engagements

"$FLS jumping nearly XX% today earlier touching an 11-year high of $XXXXX () after Q3 report & sale of its BW/IP unit which transfers all asbestos liabilities to Acorn Investment Partners. This move streamlines ops & turns Flowserve positive for 2025 now +18% YTD"
X Link 2025-10-29T16:16Z 12.3K followers, XXX engagements

"$NVDA and $DTEGY just officially unveiled 1B Industrial AI Cloud in Munich powered by 10K Blackwell GPUs & 1K+ DGX B200 systems $SAP will be first customer (w/ $SIEGY Agile Robots & Perplexity on board). AI data center launches 1Q26 to make Germany a sovereign AI hub"
X Link 2025-11-04T14:34Z 12.3K followers, XXX engagements

"Pizza Hut $PZZA dropped -XXX% after Reuters reported $APO withdrew its $64/share takeover bid Both declined comment. Earlier reports suggested a joint offer from Apollo & Irth Capital above $60/share"
X Link 2025-11-04T23:11Z 12.3K followers, XXX engagements

": $TREX ๐Ÿ”ฝ BofA Buy to Underperform William Blair Outperform to Market Perform Both firms flag slower R&R demand and margin compression. Blair cut 2026 EBITDA by XX% calling Trexs model reset and Azek competition key headwinds into 2026"
X Link 2025-11-05T18:36Z 12.3K followers, XXX engagements

"Regeneron $REGN & Sanofi $SNY just announced late-stage success for Dupixent in allergic fungal rhinosinusitis Drug hit all primary & secondary endpoints including a XX% improvement in sinus opacification vs. placebo's 9.8%. Safety profile consistent w/ prior approvals"
X Link 2025-11-07T17:31Z 12.3K followers, XXX engagements

"Best S&P500 Stocks in November (past XX years): ๐Ÿ— $BLDR +14.2% โšก $AME +8.6% ๐Ÿ  $PHM +7.7% ๐Ÿงฑ $SHW +7.6% ๐Ÿ’ฐ $AFL +7.5% ๐Ÿšš $ODFL +7.3% ๐Ÿ“ก $MSI +7.1% ๐Ÿ’ผ $PFG +7.0% ๐Ÿ— $LII +6.6% ๐Ÿ›’ $COST +6.5% All had XXX% positive Novembers over the last decade"
X Link 2025-11-09T15:10Z 12.3K followers, XXX engagements

"$PSN just announced it was awarded a spot on the $15B Pacific Deterrence Initiative contract The 5Y (plus 3Y option) agreement lets Parsons compete for $100M task orders across Indo-Pacific infrastructure for runways hangars waterfront facilities warehousing energy storage"
X Link 2025-11-11T21:51Z 12.3K followers, XXX engagements

"Q3 online music revenue for $TME jumped XX% y/y to $989M driven by subscription growth; paying users hit 125M now XX% of MAUs. BUT total users fell to 551M down from 644M at IPO & now below $SPOT w/ 713M. ARPU climbed XX% since 2018 to $XXXX still far behind Spotifys $5.30"
X Link 2025-11-12T17:10Z 12.3K followers, XXX engagements

"Harmony Gold $HMY +6.1% today to $XXXXX extending its win streak to X sessions & now +131% YTD Stock is rebounding from its 180DMA after an October pullback from record highs"
X Link 2025-11-12T20:41Z 12.3K followers, XXX engagements

"The Al indicator never misses. Our quant Rockys AI alert (Allen Iverson not artificial intelligence) is flashing again: $ONON with a rare 50-day crossover & earnings surge Historical results ๐Ÿ”ฅ Full breakdown live now:"
X Link 2025-11-16T21:30Z 12.3K followers, XXX engagements

"Greg Tuorto of GS is staying bullish on small caps $IWM noting resilient Q3 earnings rising AI-driven M&A and renewed IPO momentum Also highlights $RDNT & $DOCN as standouts w/ caution as consumer sectors remain soft. Small caps could shine even if the Fed doesnt cut ๐Ÿ‚"
X Link 2025-11-17T18:25Z 12.3K followers, XXX engagements

"Wells Fargo just initiated coverage on Flutter Entertainment & tagged $FLUT as Overweight calling it best-in-class for digital OSB/iGaming and undervalued despite U.S. tax and competition noise. ๐ŸŽฏ๐Ÿ“ฒ"
X Link 2025-11-18T19:48Z 12.3K followers, XXX engagements

"TODAY: Deutsche Banks Global Space Summit features participation from several space-focused companies including AST SpaceMobile $ASTS Firefly Aerospace $FLY Rocket Lab $RKLB Blue Origin and Avio"
X Link 2025-11-19T11:35Z 12.3K followers, XXX engagements

"FDA just granted full approval for Darzalex Faspro in AL amyloidosis The injectable therapy from $JNJ & $HALO moves from accelerated to traditional approval after the Phase X ANDROMEDA trial. It remains the only FDA-approved treatment for this rare disorder"
X Link 2025-11-19T18:46Z 12.3K followers, XXX engagements

"Anheuser-Busch keeps leaning into RTDs. $BUD is reportedly circling BeatBox for $700M adding one of the fastest-growing cocktail brands in the U.S. (36% y/y sales). It's not fighting the anti-beer trend anymore. it's buying in"
X Link 2025-11-20T16:59Z 12.3K followers, XXX engagements

"Veeva Systems $VEEV has an implied earnings move of X% on Friday"
X Link 2025-11-20T21:22Z 12.3K followers, XXX engagements

"Wedbush at SC25: AI/HPC memory still tight. NAND now seeing the same sharp double-digit price spikes DRAM saw in Oct. $MU $SSNLF $WDC lead supply. Quantum interest rising in $IBM $IONQ $QBTS. New Top500 systems dominated by $NVDA $AMD $INTC"
X Link 2025-11-24T00:19Z 12.3K followers, XXX engagements

"TD Cowens Treatment Advancements in Obesity & Related Disorders Summit kicks off today Participating companies include MBX Biosciences $MBX & Aardvark Therapeutics $AARD"
X Link 2025-11-24T12:05Z 12.3K followers, XXX engagements

"Keep an eye on Hanesbrand $HBI today as shareholders vote on the proposed Gildan $GIL merger"
X Link 2025-11-25T10:49Z 12.3K followers, XXX engagements

"State Street tried roasting $JEPI to promote its tiny $SPIN ETF. & then had to walk it back a week later. ๐Ÿ˜‚ Just a funny reminder of how fierce ETF distribution has become as issuers fight for flows and relevance"
X Link 2025-11-25T14:41Z 12.3K followers, XXX engagements

"Las Vegas CRUSHED October Strip revenue +8.2% to $749M. Baccarat +69% Table games +23% Sportsbooks +105% $MGM +4.3% $CZR +4% $WYNN +3.2% $BYD +1.9%"
X Link 2025-11-25T15:42Z 12.3K followers, XXX engagements

"Crypto IPOs not doing so hot ๐Ÿค’ $ETOR $BULL $GEMI $FIG $CRCL"
X Link 2025-11-25T22:09Z 12.3K followers, XXX engagements

"๐Ÿšจ Bloomberg: The Pentagon has recommended adding $BABA $BIDU & $BYDDF to the U.S. Chinese military companies (1260H) list. Five more firms were also flagged. It's not yet clear if theyve been formally added"
X Link 2025-11-26T19:19Z 12.3K followers, XXX engagements

"BofAs triple momentum ranks gold $GLD defense $ITA & $XAR nuclear $NLR & $NUKZ rare earths $REMX above EVERY global sector. Top U.S. names: $CLS $STX $WDC $IONQ $GD $BWXT $NGD $TLN $MP. Gold screens cheapest; rare earths most expensive"
X Link 2025-11-28T15:14Z 12.3K followers, XXX engagements

"โšกTHIS WEEK'S VOLATILITY WATCH: Big options flows on $CIFR & $BMNR primed for moves. ๐Ÿ”บ Overbought: $HAE $EXAS $QNCX ๐Ÿ”ป Oversold: $NTNX $NPIFF $FISV Trade carefully. swings incoming โš "
X Link 2025-11-30T18:30Z 12.3K followers, XXX engagements

"Zscaler $ZS sinking -XXX% today after Bernstein cut the stock to underperform citing a crowded cybersecurity landscape & limited expansion beyond cloud network security. The drop pushes ZS below its 260DMA though stock is still +35% YTD"
X Link 2025-12-01T17:27Z 12.3K followers, XXX engagements

"Traders are pricing in a MAJOR AI chip share shift toward Broadcom $AVGO away from Nvidia $NVDA. NVDA now trades at a record XX% PE discount to AVGO (vs typical -XX% to +7% range) implying consensus has shifted 10+ pts of 2026=27 AI market share to AVGO. ๐Ÿ‘€"
X Link 2025-12-01T17:38Z 12.3K followers, XXX engagements

"Chevron $CVX is grinding through a tight $146-$161 range but still holding YTD breakeven as crude whipsaws on Ukraine Venezuela & OPEC+ headlines today. Stock popped +1% today. Wall Street still leans HEAVILY bullish w/ very few sells across the sector despite choppy tape"
X Link 2025-12-01T19:05Z 12.3K followers, 1152 engagements

": Amazon $AMZN kicks off re:Invent even with a partnership barrage including $CRWD $BLK $SPGI $TT $V and more. And it's only Day X ๐Ÿ‘‡"
X Link 2025-12-01T19:19Z 12.3K followers, XXX engagements

"Day X Highlights: $CRWD brings pay-as-you-go Next-Gen SIEM to AWS $BLK brings Aladdin to $AMZN cloud $SPGI pipes trusted data into Amazon Quick Suite via MCP $TT boosts energy efficiency at 30+ Amazon Grocery sites $V launches agentic commerce tools on AWS"
X Link 2025-12-01T19:19Z 12.3K followers, XXX engagements

"Salesforce $CRM popping today as holiday e-com data impresses but this setup is tricky: Stock just bounced off last weeks 52-wk low $XXX is key overhead pressure Earnings Wed: options imply XXXX% move vs. avg X% move past 2Y Call buyers DOMINATING the tape"
X Link 2025-12-01T20:06Z 12.3K followers, XXX engagements

"Block $XYZ just reported SMASHED holiday volumes: ๐Ÿ”ฅ 124M transactions (+10% y/y) via Square Cash App & Afterpay. ๐Ÿ”ฅ 50M users engaged. ๐Ÿ”ฅ Local spend via Cash App cards +25%. ๐Ÿ”ฅ BNPL baskets +10% spend per customer +6%"
X Link 2025-12-02T15:31Z 12.3K followers, 4781 engagements

"Wall Street is leaning in on $CRDO: booming AEC demand & multiple new product pillars expand Credo's TAM to $10B+ (3X in 18M). Growing hyperscaler roster adds durability to a multi-year growth story. Needham & JPM both just hiked PTs to $220-$230"
X Link 2025-12-02T15:38Z 12.3K followers, XXX engagements

": $GOOGL ๐Ÿ”ต PT hiked to $XXX Search Disruption De-Risked Gemini X Pro seen outperforming ChatGPT XXX. HSBC forecasts external TPU monetization could equal XX% of $NVDA rev by 2030; $META exploring partnerships"
X Link 2025-12-02T19:26Z 12.3K followers, 1981 engagements

": $BLCO ๐ŸŸข PT to $XX Pipeline Strength Drives Upgrade Analyst highlights multi-asset upside: libvatrep $1.4B BL1107 $800M and bioactive lenses tapping an $11B market. Managements $7B peak estimate seen as too low"
X Link 2025-12-02T19:28Z 12.3K followers, XXX engagements

"Zscaler $ZS just hit a key 320DMA support level thats been BULLISH XX% of the time averaging +10.5% in next XX days. RSI at XX = oversold. Call/put ratios are elevated so a sentiment unwind could spark a rebound"
X Link 2025-12-02T20:40Z 12.3K followers, 1214 engagements

"$NYT DealBook Summit happening today & featuring heavyweight lineup sure to make headlines: Anthropic Dario Amodei $COIN Brian Armstrong $GM Mary Barra $PSKY David Ellison $BLK Larry Fink $PLTR Alex Karp $UAA Kevin Plank plus Gov. Gavin Newsom & Treasury Sec. Bessent"
X Link 2025-12-03T12:07Z 12.3K followers, 1429 engagements

": $CSW ๐ŸŸข Price Target $XXX (+26%) Improving fundamentals disciplined capital use and a constructive industry backdrop boost confidence in FY27 growth"
X Link 2025-12-03T17:14Z 12.3K followers, XXX engagements

"Ulta Beauty $ULTA landed on our quant's list of the XX best December stocks. It's up in X of last XX years w/ +4.1% avg gain Stock's riding 6-day win streak & +26% y/y. Short interest is up XX% setting up a potential short squeeze into year-end"
X Link 2025-12-03T19:26Z 12.3K followers, 1151 engagements

"December's Stars: Over the past XX years these S&P XXX names posted the strongest December track records many with win rates of 70-80% $AVGO $EL $ULTA $ANET $TPR $ZBH $CAG $PM $LW $TER $TSLA $RVTY $GDDY $NEM $CCL $ABBV $BA $CRL $BSX $KR $TKO $DVA $DLTR $AZO $KO"
X Link 2025-12-04T13:24Z 12.3K followers, XXX engagements

"Premarket catalysts: $NCNO ๐Ÿš€ Q3 beat & bullish guide $ALK ๐Ÿ”ป slashes Q4 on IT outage $GWRE ๐Ÿ“ˆ strong FQ1 beat $AI ๐Ÿ˜ฌ revenue -XX% in Q2 Watching for follow-thru flows at the open"
X Link 2025-12-04T14:14Z 12.3K followers, XXX engagements

"Intel $INTC sliding after confirming it will retain its NEX networking division after strategic review. NEX makes infra processors security-offload hardware switches & controllers for data flow. A sale would have echoed Intels prior Altera transaction which raised $3.3B"
X Link 2025-12-04T17:27Z 12.3K followers, 2941 engagements

"Pure Storage $PSTG is edging higher after a XX% earnings gap and our quant's bull signal just triggered: PSTG is within X% of its 12-month MA after 5+ months above it. This setup has delivered an XX% win rate & a +7% avg return in X month. Short interest +41% = extra fuel"
X Link 2025-12-04T19:50Z 12.3K followers, XXX engagements

"Whoaa $DOMO options imply a massive XXXXX% swing tomorrow"
X Link 2025-12-04T21:13Z 12.3K followers, XXX engagements

"Ohhh Samsara $IOT w/clean Q3 beat Options imply a major XXXXX% move post-earnings"
X Link 2025-12-04T21:21Z 12.3K followers, XXX engagements

"Pattern Group $PTRN sank XX% today after a cautious report from @BearCaveEmail's Edwin Dorsey. The e-comm name had been +10% since its September IPO but slid sharply Thursday"
X Link 2025-12-04T21:27Z 12.3K followers, XXX engagements

"Today's Unusual Options Activity 12/4/25: $INTC $BAC $EWZ $PATH $RGTI $SNOW $VALE $BBAI $SNAP $CRM $HTZ $SMR $ASTS $RR $HPE $AI $IONQ $GM $APO $USAR $OTEX $IOT"
X Link 2025-12-04T22:25Z 12.3K followers, XXX engagements

"Another day another Cloudflare $NET outage ๐Ÿ˜‘ Not an attack. Just a bad rollout. Outage hit across banks & platforms including Shopify $SHOP Zoom $ZM. For investors are these back-to-back outages becoming a meaningful risk to Cloudflares always-on premium"
X Link 2025-12-05T11:33Z 12.3K followers, XXX engagements

"Southwest Airlines $LUV just trimmed its annual EBIT forecast to $500M after the 43-day shutdown dented demand & higher fuel costs added pressure. The rev hit is pegged at $100M-$300M. Bookings have since recovered. Delta $DAL also estimated a $200M impact from shutdown"
X Link 2025-12-05T14:45Z 12.3K followers, XXX engagements

": $CMC ๐ŸŸข JPM upgrades to Overweight PT $XX (from $64). Commercial Metals' strong U.S./E.U. rebar pricing upside from CVD/AD trade case and pre-cast concrete synergies driving the bull case"
X Link 2025-12-05T21:12Z 12.3K followers, XXX engagements

"$MU poppin as Susquehanna hikes PT XX% to $XXX Micron riding strong HBM3e pricing momentum across Asia while SK Hynix delays HBM4 ramp to sync w/ Nvidia Rubin. Overseas is surging & U.S. eyeing potential ADRs. this may keep near-term demand tilted to Microns HBM3e lineup"
X Link 2025-12-08T12:55Z 12.3K followers, XXX engagements

"Robinhood $HOOD is officially expanding into Indonesia w/ acquistion of brokerage PT Buana Capital Sekuritas & crypto trader PT Pedagang Aset Kripto Indonesia has 19M+ retail investors (mostly 40). HOOD plans to launch local stock/crypto app by 2027"
X Link 2025-12-08T13:37Z 12.3K followers, XXX engagements

"Confluent $CFLT is ripping premarket up approx +28% on WSJ report that $IBM is close to acquiring the company in $11B deal Thats roughly a XX% premium to Fridays close. If finalized it would be IBMs largest deal in years as it doubles down on cloud & AI infrastructure"
X Link 2025-12-08T13:39Z 12.3K followers, XXX engagements

": $MRVL ๐Ÿ”ด Benchmark cuts to Hold after industry checks suggest $AMZN Tranium X & X designs went to rival Alchip. Analysts now expect just XX% XPU growth in 2026"
X Link 2025-12-08T13:45Z 12.3K followers, 1273 engagements

": $CIEN ๐ŸŸข Needham hikes Ciena PT to $XXX (from $130) and reiterates Buy citing broad Cloud & Telco demand AI-driven hyperscaler capex and a strengthening backlog heading into FY26"
X Link 2025-12-08T13:46Z 12.3K followers, XXX engagements

"Why does that matter DRAM +30% & NAND +20% create margin compression across PCs. $TSLA AV rollout threatens $UBER & $LYFT's asset-light economics. Agentic AI pushes ad dollars to $AMZN $META $GOOGL & $APP. Legacy SaaS like $ADBE $DOCU 4WDAY $NICE face AI-native disruptors"
X Link 2025-12-08T13:52Z 12.3K followers, XXX engagements

"S&P REBALANCING UPDATES Pinterest $PINS will join S&P XXX +4% premarket. Under Armour $UAA $UA $POWI $PRGO $IRDM $VAC $NSP will move down to S&P XXX. StitchFix $FIX is getting promoted to the S&P XXX EFFECTIVE DEC 22"
X Link 2025-12-08T13:55Z 12.3K followers, XXX engagements

"๐ŸŽข Volatility Watch This Week $BE & $TTD lighting up options boards ahead of a potentially choppy week. Most overbought: $MAGH $SND $HAE Most oversold: $BRR $TWNP $NTNX Robotics names $IRBT & $SERV in focus after fresh WH signals"
X Link 2025-12-08T14:12Z 12.3K followers, XXX engagements

"This weeks key conferences: Barclays $BCS Global TMT Raymond TMT & Consumer KeyBanc $KEY Consumer ROTH Deer Valley Goldman Sachs $GS U.S. Financials Healthcare: ASH Meeting ft. key updates from $BMY $JNJ $MRK"
X Link 2025-12-08T14:26Z 12.3K followers, XXX engagements

"$GOOGL $GOOG Android XR event kicks off today Highlights Gemini-driven XR apps New platform capabilities for glasses & headsets Follows Samsungs Galaxy XR launch triggering raised expectations for Googles XR roadmap"
X Link 2025-12-08T14:31Z 12.3K followers, XXX engagements

""The $PSKY offer for all $WBD provides shareholders $18B more in cash than $NFLX offer. WBD's Board's rec of NFLX is based on illusory prospective valuation of Global Networks unsupported by fundamentals & encumbered by high levels of financial leverage.""
X Link 2025-12-08T14:57Z 12.3K followers, XXX engagements

"$SPX has stayed above key short-term MAs after its sharp mid-Nov rebound. Options flow leans bullish (more calls fewer puts) & rising short interest in $SPX components is adding fuel. Many shorts are now underwater creating short-covering tailwinds. ๐Ÿ“ˆ๐Ÿ“ˆ"
X Link 2025-12-08T15:21Z 12.3K followers, XXX engagements

"$SPX trend still bullish: above key MAs w/ option flows & rising short interest offering support. Near-term: watch 6890-6900 zone & the 7000 magnet. Risks Rate-cut volatility fully-invested fund positioning & hedging flows near big round numbers. โš "
X Link 2025-12-08T15:25Z 12.3K followers, XXX engagements

"Structure Therapeutics $GPCR surging +100% after mid-stage data for its weight-loss pill showed approx. XXXX% body-weight reduction which is roughly in line with Eli Lilly's $LLY orforglipron & just below Novo's $NVO oral Wegovy. NOTE: Side effects were higher vs rivals"
X Link 2025-12-08T16:10Z 12.3K followers, XXX engagements

"Boeing $BA just closed the Spirit AeroSystems $SPR deal The $4.7B acquisition is now completed. bringing XXX XXX XXX XXX fuselage and major structures work back in-house. The deal also includes the Belfast site now operating as Short Brothers"
X Link 2025-12-08T16:19Z 12.3K followers, XXX engagements

"$SPX still hanging near ATHs. ๐Ÿ‘€"
X Link 2025-12-08T16:29Z 12.3K followers, XXX engagements

"SpaceX valuation chatter is lifting satellite stocks today Reports of an $800B valuation in a secondary sale boosted $SATS and $RKLB on Monday Analysts say a mark-to-market revaluation of satellite spectrum is driving the move"
X Link 2025-12-08T16:35Z 12.3K followers, XXX engagements

"JPM 2026 Outlook Includes. * Lower bond yields in 2026 * AI rollout boosting U.S. productivity * China growth improving * Europe earnings rebounding JPM stays overweight on emerging markets esp China & prefers Europe over U.S. given high U.S. valuations (23x PE now)"
X Link 2025-12-08T16:47Z 12.3K followers, XXX engagements

"๐Ÿ“Œ $SPX INDEX SHIFTS EFFECTIVE MON DEC. 22: Added to S&P 500: $CRH $CVNA $FIX Deleted from S&P 500: $LKQ $SOLS $MHK Expect flows as index funds adjust. these inclusions typically attract buying while deletions face outflow pressure"
X Link 2025-12-08T16:53Z 12.3K followers, XXX engagements

"Comcast says its bid for WBDs studio & streaming assets was notably "light on cash" compared to Netflix & Paramount. ๐Ÿคทโ™‚ $CMCSA shares slipped -X% as co-CEO Cavanagh said he wouldnt "stress the balance sheet" to win the deal"
X Link 2025-12-08T16:55Z 12.3K followers, XXX engagements

"UNUSUAL BULLISH OPTIONS ACTIVITY Despite its 3-day slide Delta $DAL still holding its higher-highs channel while options traders pile on at 12x norm on calls & 7x norm on puts Watch the $XX support & the YTD +10% level as bulls bet on a rebound via longer-dated strikes"
X Link 2025-12-08T17:14Z 12.3K followers, XXX engagements

"Wynn Resorts $WYNN popping +3.3% to $XXXXXX after two PT hikes: Stifel up to $XXX & JPM up to $XXX Stifel cites UAE expansion & limited competition. $WYNN now+51% YTD & nearing its 3Y high at $134.72"
X Link 2025-12-08T17:17Z 12.3K followers, XXX engagements

"Marvell Tech $MRVL is -XX% to $XX after being snubbed from the S&P XXX AND facing chatter that Microsoft may shift custom chip supply to Broadcom AND taking a downgrade from Benchmark (buy to hold). $MRVL now -XX% YTD"
X Link 2025-12-08T17:19Z 12.3K followers, XXX engagements

"2/ Ted Sarandos last quarter: Were builders NOT buyers. Ted Sarandos this quarter: Is that a 100-year film library Put it in the cart"
X Link 2025-12-08T17:24Z 12.3K followers, XXX engagements

"7/ Live TV Sports Games Old Netflix: "NO. Thats feature bloat." New Netflix: "Give me Monday Night Football a trivia show & four gaming studios. were building Microsoft Office baby.""
X Link 2025-12-08T17:29Z 12.3K followers, XXX engagements

"8/ Sooo yes buying $WBD is another flip-flop for $NFLX. But its also Netflix admitting its no longer the disruptor. Its the empire now. And empires buy things. ๐Ÿ’ช"
X Link 2025-12-08T17:29Z 12.3K followers, XXX engagements

"Semafor just reported that the US Commerce Dept will allow exports of Nvidia's H200 to China marking a MAJOR win for $NVDA after months of uncertainty Shares surged on the headline even as DC hawks push back & China continues advancing models from DeepSeek and Alibaba $BABA"
X Link 2025-12-08T18:49Z 12.3K followers, XXX engagements

"Warner Bros $WBD just confirmed receipt of Paramount Skydance's $PSKY $30/share all-cash tender offer but its board is still backing Netflix $NFLX deal. for now. Warner Bros. will review the offer per fiduciary duty & advise shareholders within XX biz days"
X Link 2025-12-08T19:45Z 12.3K followers, XXX engagements

"BofA just lifted its Carvana $CVNA target XX% to $XXX citing $SPX inclusion & strong unit trends. BofA expects Carvana to surpass CarMax $KMX in units sold in 2026 w/ YTD: CVNA +110% vs KMX -52%. BofA sees sustained XX% unit CAGR from 2027-2032"
X Link 2025-12-08T19:48Z 12.3K followers, XXX engagements

"Retail at @CharlesSchwab in Nov: Dip Buy it. Rip Sell it. STAX (Trading Activity Index) hit XXXXX for its 6th month higher Crowd favorites: $NVDA $PLTR $META $AMZN $TSLA Crowd ghosted: $AAPL $AVGO $LLY $INTC $RIVN Only IT & Discretionary made the nice list. ๐Ÿ˜‡"
X Link 2025-12-08T19:51Z 12.3K followers, XXX engagements

"$IMAX laid out a bullish 3Y roadmap: HSD-LDD rev growth EBITDA margins rising XX% & stronger content premium upgrades. Analysts say consolidation of $NFLX & $WBD could help IMAX. $IMAX +7.7% today & +40% in X months as the model shows operating leverage. ๐Ÿ‘€"
X Link 2025-12-08T19:53Z 12.3K followers, XXX engagements

"Waymo just crossed over 450K weekly paid rides nearly DOUBLING since April (250K) Tiger Global calls $GOOGL Waymo the clear leader citing a product 10x safer than human drivers. The Alphabet unit is widening its lead over Teslas limited pilot programs in Austin & Bay Area"
X Link 2025-12-08T19:56Z 12.3K followers, XXX engagements

"Trump is urging Deere $DE & other tractor makers to cut prices blaming environmental excesses for higher costs while announcing $12B in farm aid. The new relief program offers up to $11B in payments to crop farmers as tariffs & low prices strain the sector"
X Link 2025-12-08T20:17Z 12.3K followers, XXX engagements

"Campbells $CPB heads into earnings (due tomorrow AM) -XX% over past 12M. Street expects $XXXX EPS on $2.65B revenue (-4.3% y/y). CPB has missed top-line X times in X years. Last time it beat EPS stock still fell 3%. Trader expectations Low. Recent EPS History ๐Ÿ‘‡"
X Link 2025-12-08T20:45Z 12.3K followers, XXX engagements

"Stocks slipped today as investors await the Fed meeting. $DJI -XXX% (-215 pts) to 47739 $SPX -XXX% to 6846 $IXIC -XXX% to 23546 Treasury yields moved higher ahead of Weds policy decision"
X Link 2025-12-08T21:32Z 12.3K followers, XXX engagements

"Tomorrow's Morning's Earnings Line-Up ๐Ÿซก $AZO $OLLI $ARQT $CPB $CAL $KFY $SAIL $CNM $ASO $FERG"
X Link 2025-12-08T21:51Z 12.3K followers, XXX engagements

"Market breadth skewed negative today. NYSE decliners outpaced advancers roughly 2-to-1 w/ down volume topping up volume by nearly 300M shares. The Nasdaq also leaned bearish w/ 7063 decliners vs. 4006 advancers as down volume narrowly exceeded up volume"
X Link 2025-12-08T22:16Z 12.3K followers, XXX engagements

"Most-traded options over the past XX days: $NVDA leads with 41.1M contracts followed by $TSLA (22.7M) and $OPEN (13.5M). Heavy call/put flow also in $NFLX $AAPL $MSTR $GOOGL $AMD $AMZN and $META"
X Link 2025-12-08T23:00Z 12.3K followers, XXX engagements

"Ollie's $OLLI options imply a post-earnings swing of XXXX% during today's session"
X Link 2025-12-09T14:13Z 12.3K followers, XXX engagements

"Academy Sports & Outdoors $ASO has an implied earnings move of 8.56%"
X Link 2025-12-09T14:15Z 12.3K followers, XXX engagements

"DBs Jim Reid: The "goldilocks" 2026 bull case depends on the Fed staying dovish. ๐Ÿ•Š The problem Models say rates are already at the low end of fair value global CBs are leaning hawkish AND Trump fiscal stimulus combined w/ X% inflation could force rate hikes"
X Link 2025-12-09T14:42Z 12.3K followers, XXX engagements

"Soo @fundstrat says Wed's Fed decision is a "market-clearing event" that unlocks EOY rally. Six bullish drivers: Rate cut & QT ending Healthy economy & pent-up demand Data visibility post-shutdown XX% of FMs lagging = chase Nov oversold washout Dec seasonality"
X Link 2025-12-09T14:50Z 12.3K followers, XXX engagements

"Ollie's $OLLI popping after mixed Q3 as raised FY25 guide outweighs margin pressure Sales +18.6% y/y. EPS $XXXX vs $XXXX est. comps +3.3% (slight miss). XX new stores openings & loyalty +12%. Mgmt cites "good start" to Q4 while lifting sales & EPS outlook into year-end"
X Link 2025-12-09T15:09Z 12.3K followers, XXX engagements

"๐Ÿ“ข $ADBE: Stifel says Adobe is finally sharpening its gen-AI messaging ahead of tomorrows earnings report. Creative Cloud now positioned as the "indispensable editing layer". integrating third-party models to reduce disruption risk. Stifel stays Buy trims PT to $450"
X Link 2025-12-09T15:18Z 12.3K followers, XXX engagements

"Accenture $ACN just announced partnership w/ Anthropic to become a "premier AI partner for coding w/ Claude Code." Follows recent OpenAI + $SNOW tie-ups as ACN pivots hard into AI-driven consulting especially in regulated industries where quality & liability deepen the moat"
X Link 2025-12-09T15:25Z 12.3K followers, XXX engagements

"Circle $CRCL jumping after securing key ADGM FSP license allowing it to operate as regulated money-services provider in Abu Dhabis financial center. HUGE step for USDC/EURC adoption in the UAE following Dubais earlier approvals"
X Link 2025-12-09T15:27Z 12.3K followers, XXX engagements

"$ARES is surging +9% today on news it'll join the S&P XXX on 12/11 replacing Kellanova $K Inclusion means forced buying from index funds & passive flows which is typically a demand tailwind. Ares will be the latest alt-asset manager added to $SPX benchmark. ๐Ÿฅณ"
X Link 2025-12-09T15:29Z 12.3K followers, XXX engagements

"DEAL = DONE Eli Lilly $LLY just closed on its acquisition of Adverum $ADVM securing Ixo-vec a gene therapy candidate for wet AMD The deal terms are $XXXX cash per ADVM share & CVR up to $8.91/share for potential $12.47/share vs. $4.36/share close on 12/8"
X Link 2025-12-09T15:32Z 12.3K followers, XXX engagements

"$META is reportedly racing to launch new Avocado AI model by 1Q26 after Llama X stalled & internal friction slowed progress. Zuck's Superintelligence Labs have hired aggressively but new model may be closed-source marking a SHARP pivot from Metas open-AI stance"
X Link 2025-12-09T15:37Z 12.3K followers, XXX engagements

"Nvidia swinging after Trump H200 chips Truth post and then FT reported Beijing may still restrict access. $NVDA is holding on to its $XXX floor but capped by its 40DMA. SOIR at XXXX (87th %ile) shows unusually bearish short-term positioning"
X Link 2025-12-09T15:44Z 12.3K followers, XXX engagements

"BTC treasury Twenty One Capital $XXI (backed by Tether & SoftBank) is -XX% on its @NYSE debut today after a SPAC merger. XXI holds 43514 BTC (approx. $4B) making it the #3 corporate holder behind $MSTR & $MARA"
X Link 2025-12-09T16:13Z 12.3K followers, XXX engagements

": $SRPT ๐ŸŸข PT $XX (46% upside) Calls the selloff overdone after safety-related weakness. Upside tied to possible Elevidys re-approval in 2027 & strong uptake across Sareptas broader Duchenne portfolio"
X Link 2025-12-09T16:42Z 12.3K followers, XXX engagements

"$AMD joins Nvidia & Intel as potential beneficiaries of a U.S.-approved China chip export framework. despite reports Beijing may restrict access. $AMD is riding a 3-day win streak after its worst month in 3Y; still +84% YTD. Options are CHEAP w/ SVI in the 30th %ile"
X Link 2025-12-09T19:18Z 12.3K followers, XXX engagements

"Wall Street wants prediction-market alpha. ICE says 5K institutions are already eyeing @Polymarket's real-time odds as trading signals After a $2B investment @NYSE's parent will pipe those markets directly into institutional workflows"
X Link 2025-12-09T20:28Z 12.3K followers, XXX engagements

"Foldables are finally getting an iPhone moment IDC predicts Apple's $AAPL 2026 iPhone Fold will grab XX% of units & XX% of market value out of the gate at $2400 ASP Samsung may lead today but Apple's arrival on the scene will redefine segment & drive mainstream adoption"
X Link 2025-12-09T20:36Z 12.3K followers, XXX engagements

"Gamestop $GME has an implied earnings move of 9.51%"
X Link 2025-12-09T21:04Z 12.3K followers, 1145 engagements

"GameStop $GME just posted a mixed Q3: โœ” EPS $XXXX beat by $XXXX โŒ Rev $821M missed by $166M But the big story Margins SG&A slashed operating income swung to +$41M from a loss and cash ballooned to $8.8B. $BTC holdings: $519M"
X Link 2025-12-09T21:06Z 12.3K followers, XXX engagements

"$GME falling off the charts post-earnings after $166M revenue miss ๐Ÿ˜ณ"
X Link 2025-12-09T21:07Z 12.3K followers, XXX engagements

"the most unshocked face ever Cracker Barrel $CBRL options predict the stock is swinging XXXXX% post-earnings"
X Link 2025-12-09T21:17Z 12.3K followers, XXX engagements

"PREMARKET (ADJUSTED) EARNINGS: โŒ $AZO XXXXX vs XXXXX โœ” $CPB XXXX vs XXXX โœ” $OLLI XXXX vs XXXX โŒ $TOL XXXX vs 4.87"
X Link 2025-12-09T21:28Z 12.3K followers, XXX engagements

"Mastercard $MA just dropped a fresh buyback bomb & unveiled new up to $14B share repurchase program that kicks in once the current $12B authorization wraps. As of 12/5 $4.2B remained on the prior plan. Just another monster capital return signal from one of fintechs giants"
X Link 2025-12-09T21:32Z 12.3K followers, XXX engagements

"Maybe you need to see the full results. here's ya go:"
X Link 2025-12-09T22:11Z 12.3K followers, XXX engagements

"2 New economic projections at 2PM decide 2026's path In Sept officials saw just ONE cut in 2026 while markets priced in at least TWO. Expect another "shallow path" today. If we only see 1-2 cuts slated the Fed's flashing a cautious easing cycle"
X Link 2025-12-10T17:35Z 12.3K followers, XXX engagements

"3 Watch for SOFT DISSENTS inside the dot plot. Dec is only meeting where Fed reveals what policy SHOULDA been in 2025. If Fed cuts to 3.50-3.75% & some dot XXXXX% theyre saying "I WOULDN'T have cut." If todays dot plot shows a cluster above consensus fragile unity ahead"
X Link 2025-12-10T17:37Z 12.3K followers, XXX engagements

"$ZION just posted a double beat w/ solid top- and bottom-line strength despite recent loan charge headlines. ๐Ÿคจ Options imply a XXXXX% move tomorrow"
X Link 2025-10-20T20:23Z 12.3K followers, 8634 engagements

"BNP Paribas opens coverage as BULLISH on TransDigm $TDG. Exane sees the aircraft-parts giant outperforming on margins into 2026-27 still plenty of M&A runway & even models a $XXX special dividend next year Bull case for returns up to +65%"
X Link 2025-11-19T19:37Z 12.3K followers, XXX engagements

"GS: Short interest has rebuilt FAST after Octobers squeeze Flagged XX large-caps w/ sharpest increases. Albertsons $ACI tops the list after SI jumped from X% to XX% in two weeks Also elevated: $AMKR $DBX $WRB $PNFP $SWKS $FITB $DUOL $HPQ $S $LAD $STZ $WLK & more"
X Link 2025-11-23T16:04Z 12.3K followers, XXX engagements

"$IMAX +8% today after unveiling bullish 3Y targets: Revenue growing high-single to low-double digits EPS expanding at 2X revenue growth EBITDA margin rising above XX% Steady mid-single-digit footprint expansion Box office outlook: high-single to double-digit growth"
X Link 2025-12-04T21:26Z 12.3K followers, 2162 engagements

"๐Ÿ’„ $ULTA is one of the best stocks on the Street today +14.4% to $XXX after a Q3 revenue beat & raised full-year guide. UBS hiked its PT to $XXX. Stock hit a new record at $XXXXXX and is now +40% in 2025"
X Link 2025-12-05T18:16Z 12.3K followers, XXX engagements